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
Pegeen Lodge Pegeen Lodge's Morgan Stanley Experience July 1997 - December 2013
Job Contractor at Randstad
Industry Financial Services
Experience
Randstad June 2014 - Present
Morgan Stanley July 1997 - December 2013
AG Edwards 1993 - 1997
Janney Montgomery Scott March 1993 - August 1993
Skills
Asset Management, Asset Allocation, Strategic Financial..., Financial Advisory, FINRA, Finance, High Net Worth..., Loans, Banking, Financial Services, Financial Planning, Wealth Management, Series 7, Investments, Mutual Funds, Portfolio Management, Retirement Planning
Education
University of Delaware
Bachelor of Science, Education/Special Education
Randstad June 2014 - Present
Morgan Stanley July 1997 - December 2013
AG Edwards 1993 - 1997
Janney Montgomery Scott March 1993 - August 1993
Skills
Asset Management, Asset Allocation, Strategic Financial..., Financial Advisory, FINRA, Finance, High Net Worth..., Loans, Banking, Financial Services, Financial Planning, Wealth Management, Series 7, Investments, Mutual Funds, Portfolio Management, Retirement Planning
Education
University of Delaware
Bachelor of Science, Education/Special Education
Brian Kentfield Brian Kentfield's Morgan Stanley Experience June 2011 - August 2011
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Nuveen Investments October 2013 - August 2015
Nuveen Investments June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - January 2011
Morgan Stanley Smith Barney October 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Google Analytics, Google Adwords, Brand Management, Global Marketing, Website Optimization, SEM, SEO, Finance, Social Media Marketing, Sales, Public Speaking, Facebook, PowerPoint, Accounting, Strategic Financial..., Marketing
Education
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communication Management, Minor in Marketing
Garden City High School 2004 — 2008
Nuveen Investments September 2015 - Present
Nuveen Investments October 2013 - August 2015
Nuveen Investments June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - January 2011
Morgan Stanley Smith Barney October 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Google Analytics, Google Adwords, Brand Management, Global Marketing, Website Optimization, SEM, SEO, Finance, Social Media Marketing, Sales, Public Speaking, Facebook, PowerPoint, Accounting, Strategic Financial..., Marketing
Education
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communication Management, Minor in Marketing
Garden City High School 2004 — 2008
Samantha Manelski Samantha Manelski's Morgan Stanley Experience May 2012 - Present
Job Senior Product Specialist
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Skills
Equities, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Asset Allocation, Training, Trading Systems, Marketing, Communication Skills, Risk Management, Financial Planning, Investment Portfolio, Customer Service, Consulting, Call Centers, Policy, Sales, Proposal Generation, Teamwork, Platform Development, Building Relationships, Self-motivated..., Mutual Funds, Microsoft Office, Microsoft Excel, Leadership, Finance, Microsoft Word, Banking, PowerPoint, Management, Wealth Management, Business Analysis
Education
University of Delaware
Certificate, Business Analyst
University of Delaware 2012 — 2013
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 2006 — 2011
BS, Business Management & Marketing
Morgan Stanley May 2012 - Present
Skills
Equities, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Asset Allocation, Training, Trading Systems, Marketing, Communication Skills, Risk Management, Financial Planning, Investment Portfolio, Customer Service, Consulting, Call Centers, Policy, Sales, Proposal Generation, Teamwork, Platform Development, Building Relationships, Self-motivated..., Mutual Funds, Microsoft Office, Microsoft Excel, Leadership, Finance, Microsoft Word, Banking, PowerPoint, Management, Wealth Management, Business Analysis
Education
University of Delaware
Certificate, Business Analyst
University of Delaware 2012 — 2013
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 2006 — 2011
BS, Business Management & Marketing
Daniel Curley Daniel Curley's Morgan Stanley Experience November 2014 - Present
Job Corporate Security and Investigations at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley November 2014 - Present
DocPoint Solutions February 2013 - Present
AvePoint Public Sector June 2012 - January 2013
AvePoint April 2010 - June 2012
Schofield Media November 2007 - April 2010
Equivalent DATA January 2005 - August 2007
Skills
SharePoint, Management, Cold Calling, Account Management, Salesforce.com, SaaS, Solution Selling, Sales, New Business Development, Enterprise Software, Sales Management, Direct Sales, Sales Process, Microsoft Office, Social Media, Email Marketing, Leadership, Integration, Enterprise Content..., Business Development, Selling, Document Management, Cloud Computing, Project Management, CRM, Lead Generation, Sales Operations, Professional Services, Team Leadership, Strategic Partnerships
Education
University of Dayton 2001 — 2005
Morgan Stanley November 2014 - Present
DocPoint Solutions February 2013 - Present
AvePoint Public Sector June 2012 - January 2013
AvePoint April 2010 - June 2012
Schofield Media November 2007 - April 2010
Equivalent DATA January 2005 - August 2007
Skills
SharePoint, Management, Cold Calling, Account Management, Salesforce.com, SaaS, Solution Selling, Sales, New Business Development, Enterprise Software, Sales Management, Direct Sales, Sales Process, Microsoft Office, Social Media, Email Marketing, Leadership, Integration, Enterprise Content..., Business Development, Selling, Document Management, Cloud Computing, Project Management, CRM, Lead Generation, Sales Operations, Professional Services, Team Leadership, Strategic Partnerships
Education
University of Dayton 2001 — 2005
Tommy Crosby's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2013 - Present
Delaware Physicians Care January 2012 - July 2013
Delaware Physicians Care February 2011 - January 2012
Education
University of Delaware 2006 — 2011
Bachelor of Science (B.S.), Health and Behavior Science
Hammonton High School
Morgan Stanley August 2013 - Present
Delaware Physicians Care January 2012 - July 2013
Delaware Physicians Care February 2011 - January 2012
Education
University of Delaware 2006 — 2011
Bachelor of Science (B.S.), Health and Behavior Science
Hammonton High School
Cynthia (Cyndy) Houck Cynthia (Cyndy) Houck's Morgan Stanley Experience November 2011 - Present
Job Financial Advisor since 1996
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Houck Business Services June 2009 - Present
Merrill Lynch June 1996 - June 2009
Bellsouth Mobility June 1994 - June 1996
AT&T Wireless South Florida June 1989 - June 1996
Skills
Portfolio Management, Asset Management, Banking, Investments, Commercial Lending, Financial Planning, Financial Analysis, Life Insurance, Commercial Insurance, Business Protection..., College Education..., Retirement Planning, Retirement Plan..., Business Sales &..., Telecommunications, Customer Service, Finance, Insurance, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Research, Wealth Management
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley November 2011 - Present
Houck Business Services June 2009 - Present
Merrill Lynch June 1996 - June 2009
Bellsouth Mobility June 1994 - June 1996
AT&T Wireless South Florida June 1989 - June 1996
Skills
Portfolio Management, Asset Management, Banking, Investments, Commercial Lending, Financial Planning, Financial Analysis, Life Insurance, Commercial Insurance, Business Protection..., College Education..., Retirement Planning, Retirement Plan..., Business Sales &..., Telecommunications, Customer Service, Finance, Insurance, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Research, Wealth Management
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
Daniel Bone Daniel Bone's Morgan Stanley Experience May 2014 - Present
Job Equity Sales Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Deloitte September 2012 - May 2014
Merrill Lynch Wealth Management February 2012 - June 2012
United States Senate September 2011 - February 2012
Citi May 2011 - November 2011
Skills
Risk Management, Conflict Resolution, Analytics, Leadership, Team Leadership, Business Development, CRM, Forecasting, Banking, Customer Service, Management, Project Management, Market Research, Salesforce.com, Time Management, Consulting
Education
University of Delaware 2009 — 2012
Bachelor of Science (B.S.), Finance, Major 3.7 / Cumulative 3.4
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
Northern Highlands Regional High School 2004 — 2008
Morgan Stanley May 2014 - Present
Deloitte September 2012 - May 2014
Merrill Lynch Wealth Management February 2012 - June 2012
United States Senate September 2011 - February 2012
Citi May 2011 - November 2011
Skills
Risk Management, Conflict Resolution, Analytics, Leadership, Team Leadership, Business Development, CRM, Forecasting, Banking, Customer Service, Management, Project Management, Market Research, Salesforce.com, Time Management, Consulting
Education
University of Delaware 2009 — 2012
Bachelor of Science (B.S.), Finance, Major 3.7 / Cumulative 3.4
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
Northern Highlands Regional High School 2004 — 2008
Raymond Chase Raymond Chase's Morgan Stanley Experience May 1987 - February 1996
Job Senior Portfolio Manager and Wealth Advisor with 25+ years of experience
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Merrill Lynch September 2004 - April 2012
Merrill Lynch August 1996 - April 2012
Morgan Stanley May 1987 - February 1996
Skills
Strategic Financial..., Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Series 7, Investment Management, Asset Allocation, Securities, Financial Advisory
Education
University of Delaware 1980 — 1984
BS, Finance
UBS Wealth Management April 2012 - Present
Merrill Lynch September 2004 - April 2012
Merrill Lynch August 1996 - April 2012
Morgan Stanley May 1987 - February 1996
Skills
Strategic Financial..., Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Series 7, Investment Management, Asset Allocation, Securities, Financial Advisory
Education
University of Delaware 1980 — 1984
BS, Finance
Ray Schlissler's Morgan Stanley Experience September 2013 - Present
Job AntiMoney Laundering Consultant at Morgan Stanley
Industry Insurance
Experience
Morgan Stanley September 2013 - Present
The Warner Companies June 2005 - September 2013
Skills
Strategic Planning, Project Management, Sales, Team Building, Team Leadership, Coaching, Customer Service, Public Speaking, Research, Insurance, Microsoft Office, Employee Benefits, New Business Development, Teaching, Financial Analysis, Microsoft Excel, Microsoft Word, SmartOffice, Executive Benefit...
Education
University of Delaware 2001 — 2005
Bachelor's degree, Finance, General
Morgan Stanley September 2013 - Present
The Warner Companies June 2005 - September 2013
Skills
Strategic Planning, Project Management, Sales, Team Building, Team Leadership, Coaching, Customer Service, Public Speaking, Research, Insurance, Microsoft Office, Employee Benefits, New Business Development, Teaching, Financial Analysis, Microsoft Excel, Microsoft Word, SmartOffice, Executive Benefit...
Education
University of Delaware 2001 — 2005
Bachelor's degree, Finance, General
Sean Bandy Sean Bandy's Morgan Stanley Experience January 2014 - May 2014
Job Consultant at FactSet Research Systems
Industry Financial Services
Experience
Protective Life September 2014 - Present
Morgan Stanley January 2014 - May 2014
Northwestern Mutual September 2013 - November 2013
Modern Office Methods May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Stata, Budgets, Annuities, Finance, Insurance
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Protective Life September 2014 - Present
Morgan Stanley January 2014 - May 2014
Northwestern Mutual September 2013 - November 2013
Modern Office Methods May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Stata, Budgets, Annuities, Finance, Insurance
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Paul W. Holjes Paul W. Holjes's Morgan Stanley Experience June 2004 - October 2010
Job President, Wealth Manager at Peak Mountain Advisors
Industry Financial Services
Experience
Peak Mountain Advisors May 2012 - Present
MetLife October 2010 - May 2012
Morgan Stanley June 2004 - October 2010
Prudential Financial June 2002 - June 2004
New York Life Insurance Company December 1998 - June 2002
Skills
Finance, Retirement Planning, Wealth Management, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Series 63
Education
The University of Connecticut 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Simsbury High School 1990 — 1994
Peak Mountain Advisors May 2012 - Present
MetLife October 2010 - May 2012
Morgan Stanley June 2004 - October 2010
Prudential Financial June 2002 - June 2004
New York Life Insurance Company December 1998 - June 2002
Skills
Finance, Retirement Planning, Wealth Management, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Series 63
Education
The University of Connecticut 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Simsbury High School 1990 — 1994
Joshua Berkow Joshua Berkow's Morgan Stanley Experience January 2006 - August 2011
Job Vice President at Capital One
Industry Financial Services
Experience
Capital One September 2012 - Present
Confluentia August 2011 - September 2012
Morgan Stanley January 2006 - August 2011
Education
University of Delaware 2002 — 2005
BS, Management
Capital One September 2012 - Present
Confluentia August 2011 - September 2012
Morgan Stanley January 2006 - August 2011
Education
University of Delaware 2002 — 2005
BS, Management
Michael Biondo Michael Biondo's Morgan Stanley Experience June 2012 - August 2014
Job A Financial Services Intern gaining experience in the Corporate Retirement Plans market with Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - August 2014
Yo Go Wild August 2011 - September 2012
Long Island Bentley June 2011 - August 2011
Skills
Easily Adaptable, Highly detail oriented, Dependable Team Player, Leadership, Creativity, Critical Thinking, Open Minded, Resourceful...
Education
University of Delaware 2012 — 2016
Commack High School 2008 — 2012
Regents Diploma
Morgan Stanley June 2012 - August 2014
Yo Go Wild August 2011 - September 2012
Long Island Bentley June 2011 - August 2011
Skills
Easily Adaptable, Highly detail oriented, Dependable Team Player, Leadership, Creativity, Critical Thinking, Open Minded, Resourceful...
Education
University of Delaware 2012 — 2016
Commack High School 2008 — 2012
Regents Diploma
Sam Almassian Sam Almassian's Morgan Stanley Experience June 2011 - August 2011
Job Territory Manager at Santa Fe Natural Tobacco Company
Industry Tobacco
Experience
Santa Fe Natural Tobacco Company February 2014 - Present
Liberty Mutual Insurance May 2012 - January 2014
Aria Neurosciences, Inc. June 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Quiznos November 2004 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Relations, Microsoft Word, Data Analysis, Strategic Planning, Social Networking, Team Building, Sales, New Business Development, Leadership, Sales Management, Management, Recruiting, Account Management, Insurance, Finance, Customer Service, Time Management, Marketing Strategy, Salesforce.com, Training, Cold Calling, Business Development, Life Insurance, Negotiation, Team Leadership, Customer Satisfaction, Strategy, Pricing, Direct Sales, Marketing, CRM, Coaching, Public Speaking, Analysis, Risk Management, Selling, Market Research, Teamwork, Small Business, Financial Analysis, Building Relationships, Outlook, Forecasting, Networking, Employee Benefits, Customer Retention
Education
The University of Connecticut
Bachelor of Science (B.S.), Resource Economics
University of Connecticut
Santa Fe Natural Tobacco Company February 2014 - Present
Liberty Mutual Insurance May 2012 - January 2014
Aria Neurosciences, Inc. June 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Quiznos November 2004 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Relations, Microsoft Word, Data Analysis, Strategic Planning, Social Networking, Team Building, Sales, New Business Development, Leadership, Sales Management, Management, Recruiting, Account Management, Insurance, Finance, Customer Service, Time Management, Marketing Strategy, Salesforce.com, Training, Cold Calling, Business Development, Life Insurance, Negotiation, Team Leadership, Customer Satisfaction, Strategy, Pricing, Direct Sales, Marketing, CRM, Coaching, Public Speaking, Analysis, Risk Management, Selling, Market Research, Teamwork, Small Business, Financial Analysis, Building Relationships, Outlook, Forecasting, Networking, Employee Benefits, Customer Retention
Education
The University of Connecticut
Bachelor of Science (B.S.), Resource Economics
University of Connecticut
Emil Kwarteng Emil Kwarteng's Morgan Stanley Experience January 2015 - Present
Job IT Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
FDM Group July 2014 - Present
University of Dayton 2009 - December 2012
Improved Solutions for Urban Systems (ISUS) August 2011 - May 2012
University of Dayton Research Institute July 2009 - July 2009
Skills
SQL, Microsoft Office, Business Intelligence, SDLC, Agile Methodologies, Scrum, ITIL, Business Analysis, Six Sigma, Visio, Mathlab, MS Project, Unix, Tableau, Java, Data Modeling, Microstrategy, MBSA
Education
University of Dayton 2008 — 2012
Bachelor of Science (BS), Management Information Systems (Concentration in Business Intelligence)
Morgan Stanley January 2015 - Present
FDM Group July 2014 - Present
University of Dayton 2009 - December 2012
Improved Solutions for Urban Systems (ISUS) August 2011 - May 2012
University of Dayton Research Institute July 2009 - July 2009
Skills
SQL, Microsoft Office, Business Intelligence, SDLC, Agile Methodologies, Scrum, ITIL, Business Analysis, Six Sigma, Visio, Mathlab, MS Project, Unix, Tableau, Java, Data Modeling, Microstrategy, MBSA
Education
University of Dayton 2008 — 2012
Bachelor of Science (BS), Management Information Systems (Concentration in Business Intelligence)
Ryan Morrissey, CFP Ryan Morrissey, CFP's Morgan Stanley Experience July 2001 - January 2010
Job Wealth Advisor Discover, Live Well, Retire
Industry Financial Services
Experience
Northstar Wealth Partners January 2010 - Present
Morgan Stanley July 2001 - January 2010
Skills
Retirement Planning, Estate Planning, Wealth Management, Personal Financial..., Investment Management, Investment Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Social Security, Medicare, Alternative Investments
Education
University of Delaware 1997 — 2001
BA, Economics
Cheshire High School
Northstar Wealth Partners January 2010 - Present
Morgan Stanley July 2001 - January 2010
Skills
Retirement Planning, Estate Planning, Wealth Management, Personal Financial..., Investment Management, Investment Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Social Security, Medicare, Alternative Investments
Education
University of Delaware 1997 — 2001
BA, Economics
Cheshire High School
Katherine Diehl Katherine Diehl's Morgan Stanley Experience June 2012 - September 2012
Job Location Planning Analyst II
Industry Retail
Experience
Ross Stores, Inc. October 2014 - Present
JPMorgan Chase July 2013 - Present
JPMorgan Chase September 2012 - May 2013
Morgan Stanley June 2012 - September 2012
Exelon Power Team February 2012 - May 2012
Skills
Financial Analysis, Merchandise Planning, Arthur Planning, Forecasting, Microsoft Excel, Microsoft Office, Headcount Management, Salesforce.com, SharePoint, PowerPoint, Finance, HTML, Analysis, Project Management, Event Planning
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Economics
Alexis I. duPont High School 2005 — 2009
Ross Stores, Inc. October 2014 - Present
JPMorgan Chase July 2013 - Present
JPMorgan Chase September 2012 - May 2013
Morgan Stanley June 2012 - September 2012
Exelon Power Team February 2012 - May 2012
Skills
Financial Analysis, Merchandise Planning, Arthur Planning, Forecasting, Microsoft Excel, Microsoft Office, Headcount Management, Salesforce.com, SharePoint, PowerPoint, Finance, HTML, Analysis, Project Management, Event Planning
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Economics
Alexis I. duPont High School 2005 — 2009
Brittany Baeslack Brittany Baeslack's Morgan Stanley Experience April 2007 - April 2009
Job Digital Manager at Philips Health Systems
Industry Marketing and Advertising
Experience
Philips Health Systems July 2015 - Present
Things Remembered October 2014 - July 2015
Things Remembered October 2012 - October 2014
LunaMetrics August 2011 - October 2012
Rosetta April 2010 - August 2011
Procter & Gamble September 2009 - January 2010
Lakewood Municipal Courts June 2009 - August 2009
Morgan Stanley April 2007 - April 2009
Skills
Paid Search Marketing, Web Analytics, Digital Strategy, PPC, Online Marketing, Digital Marketing, Google Adwords, Google Analytics, Landing Page..., E-commerce, Analytics, MSN AdCenter, Search Advertising, Online Advertising, SEO, Advertising, Display Advertising, Omniture, SEM, Integrated Marketing, Marketing, Interactive Marketing, Email Marketing, Mobile Marketing, Web Marketing, Conversion Optimization, Lead Generation, Strategy, Affiliate Marketing, Facebook, Customer Acquisition, Media Planning, Social Media Marketing
Education
University of Dayton 2006 — 2010
Bachelor of Science, Finance, Marketing
Philips Health Systems July 2015 - Present
Things Remembered October 2014 - July 2015
Things Remembered October 2012 - October 2014
LunaMetrics August 2011 - October 2012
Rosetta April 2010 - August 2011
Procter & Gamble September 2009 - January 2010
Lakewood Municipal Courts June 2009 - August 2009
Morgan Stanley April 2007 - April 2009
Skills
Paid Search Marketing, Web Analytics, Digital Strategy, PPC, Online Marketing, Digital Marketing, Google Adwords, Google Analytics, Landing Page..., E-commerce, Analytics, MSN AdCenter, Search Advertising, Online Advertising, SEO, Advertising, Display Advertising, Omniture, SEM, Integrated Marketing, Marketing, Interactive Marketing, Email Marketing, Mobile Marketing, Web Marketing, Conversion Optimization, Lead Generation, Strategy, Affiliate Marketing, Facebook, Customer Acquisition, Media Planning, Social Media Marketing
Education
University of Dayton 2006 — 2010
Bachelor of Science, Finance, Marketing
Daniel Bresky Daniel Bresky's Morgan Stanley Experience March 2012 - Present
Job Financial Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
JPMorgan Chase July 2011 - March 2012
JPMorgan Chase May 2010 - August 2010
CNBC May 2008 - August 2008
Life Settlement Company of America 2007 - 2008
Education
University of Delaware 2007 — 2011
BS, Finance & Economics
Randolph High School 2003 — 2007
Morgan Stanley March 2012 - Present
JPMorgan Chase July 2011 - March 2012
JPMorgan Chase May 2010 - August 2010
CNBC May 2008 - August 2008
Life Settlement Company of America 2007 - 2008
Education
University of Delaware 2007 — 2011
BS, Finance & Economics
Randolph High School 2003 — 2007
Brendan Reskakis's Morgan Stanley Experience June 2008 - May 2010
Job Global Sales/Analytics Training at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Bloomberg September 2011 - August 2015
Bloomberg August 2010 - September 2011
Morgan Stanley June 2008 - May 2010
DKNY June 2007 - May 2008
Skills
Sales Management, Equity Research, Equity Valuation, Equity Trading, Financial Analysis, Bloomberg, Public Speaking, Radio Broadcasting, Derivatives, Finance, Forecasting, Financial Modeling, Valuation, Investment Strategies, Sales, Risk Management, Analysis, Fixed Income, Market Data, Equities, Bloomberg Terminal, Relationship Management, Hedge Funds, Portfolio Management, Capital Markets, Financial Markets, Options, Securities, Trading Systems, Electronic Trading, Foreign Exchange, Alternative Investments, Trading
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Teaneck High School
Bloomberg LP August 2015 - Present
Bloomberg September 2011 - August 2015
Bloomberg August 2010 - September 2011
Morgan Stanley June 2008 - May 2010
DKNY June 2007 - May 2008
Skills
Sales Management, Equity Research, Equity Valuation, Equity Trading, Financial Analysis, Bloomberg, Public Speaking, Radio Broadcasting, Derivatives, Finance, Forecasting, Financial Modeling, Valuation, Investment Strategies, Sales, Risk Management, Analysis, Fixed Income, Market Data, Equities, Bloomberg Terminal, Relationship Management, Hedge Funds, Portfolio Management, Capital Markets, Financial Markets, Options, Securities, Trading Systems, Electronic Trading, Foreign Exchange, Alternative Investments, Trading
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Teaneck High School
Chad Parker Chad Parker's Morgan Stanley Experience December 2013 - June 2015
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays June 2015 - Present
Morgan Stanley December 2013 - June 2015
Morgan Stanley January 2012 - December 2013
Morgan Stanley 2008 - 2011
Morgan Stanley 2005 - 2008
Morgan Stanley 2002 - 2005
Kurt Salmon 1997 - 1999
Education
University of North Carolina at Chapel Hill 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Business/Commerce, General
Barclays June 2015 - Present
Morgan Stanley December 2013 - June 2015
Morgan Stanley January 2012 - December 2013
Morgan Stanley 2008 - 2011
Morgan Stanley 2005 - 2008
Morgan Stanley 2002 - 2005
Kurt Salmon 1997 - 1999
Education
University of North Carolina at Chapel Hill 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Business/Commerce, General
Tom Hahn Tom Hahn's Morgan Stanley Experience September 1991 - September 1994
Job Executive Vice President at ICAP
Industry Financial Services
Experience
ICAP Energy October 2002 - Present
APB Energy August 2000 - October 2002
Chapel Hill Broadband January 2000 - July 2001
Chapel Hill Brokers, Inc. January 1998 - August 2000
GE Warren and Company September 1996 - December 1998
Lehman Brothers September 1994 - September 1996
Morgan Stanley September 1991 - September 1994
Skills
OTC Derivatives, Power Trading, Energy Trading, Non-profits, Private Equity, Real Estate Investment, Angel Investing, Entrepreneurial..., Commodity Markets, OTC, Options, Derivatives, Trading, Commodity, Hedging, Entrepreneurship, Investments, Investment Banking, Energy Markets, Trading Strategies, Bloomberg, Swaps, Nonprofits, Hedge Funds, Investment Properties, Valuation, Financial Risk, Start-ups, Trading Systems
Education
NYU Stern School of Business 1993 — 1994
Partial MBA, Finance, General
University of Delaware 1986 — 1990
BS, Finance
ICAP Energy October 2002 - Present
APB Energy August 2000 - October 2002
Chapel Hill Broadband January 2000 - July 2001
Chapel Hill Brokers, Inc. January 1998 - August 2000
GE Warren and Company September 1996 - December 1998
Lehman Brothers September 1994 - September 1996
Morgan Stanley September 1991 - September 1994
Skills
OTC Derivatives, Power Trading, Energy Trading, Non-profits, Private Equity, Real Estate Investment, Angel Investing, Entrepreneurial..., Commodity Markets, OTC, Options, Derivatives, Trading, Commodity, Hedging, Entrepreneurship, Investments, Investment Banking, Energy Markets, Trading Strategies, Bloomberg, Swaps, Nonprofits, Hedge Funds, Investment Properties, Valuation, Financial Risk, Start-ups, Trading Systems
Education
NYU Stern School of Business 1993 — 1994
Partial MBA, Finance, General
University of Delaware 1986 — 1990
BS, Finance
Kyle Palmieri Kyle Palmieri's Morgan Stanley Experience August 2008 - October 2008
Job Senior Financial Analyst at Stride Rite
Industry Retail
Experience
Stride Rite June 2015 - Present
Larry H. Miller Management Corporation January 2014 - Present
Boart Longyear June 2012 - December 2013
Ithaka August 2010 - June 2012
Accessory Network Group February 2009 - August 2010
Macy's October 2008 - January 2009
Morgan Stanley August 2008 - October 2008
Robert W. Baird May 2007 - July 2008
GOJO Industries May 2006 - August 2006
Education
University of Dayton 2003 — 2007
Bachelor, Finance, International Business
Stride Rite June 2015 - Present
Larry H. Miller Management Corporation January 2014 - Present
Boart Longyear June 2012 - December 2013
Ithaka August 2010 - June 2012
Accessory Network Group February 2009 - August 2010
Macy's October 2008 - January 2009
Morgan Stanley August 2008 - October 2008
Robert W. Baird May 2007 - July 2008
GOJO Industries May 2006 - August 2006
Education
University of Dayton 2003 — 2007
Bachelor, Finance, International Business
Maggie Cheung, CPA CFE Maggie Cheung, CPA CFE's Morgan Stanley Experience November 2011 - September 2013
Job Internal Audit
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
Morgan Stanley November 2011 - September 2013
The New York Times June 2009 - November 2011
Deloitte & Touche August 2006 - December 2008
MBNA June 2001 - June 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Internal Controls, Accounting
Education
University of Delaware 2002 — 2006
BS, Accounting and Minor in MIS
Goldman Sachs September 2013 - Present
Morgan Stanley November 2011 - September 2013
The New York Times June 2009 - November 2011
Deloitte & Touche August 2006 - December 2008
MBNA June 2001 - June 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Internal Controls, Accounting
Education
University of Delaware 2002 — 2006
BS, Accounting and Minor in MIS
Elizabeth Bart Elizabeth Bart's Morgan Stanley Experience September 2002 - August 2004
Job RISC Consultant at Key Bank
Industry Financial Services
Experience
KeyBank September 2011 - Present
KeyBanc Capital Markets November 2008 - September 2011
KeyBanc Capital Markets August 2005 - November 2008
Piper Jaffray August 2004 - August 2005
Morgan Stanley September 2002 - August 2004
Skills
Series 7, FINRA, Series 63, Hedge Funds
Education
University of Dayton 1997 — 2001
BS, Education & Sports Medicine
KeyBank September 2011 - Present
KeyBanc Capital Markets November 2008 - September 2011
KeyBanc Capital Markets August 2005 - November 2008
Piper Jaffray August 2004 - August 2005
Morgan Stanley September 2002 - August 2004
Skills
Series 7, FINRA, Series 63, Hedge Funds
Education
University of Dayton 1997 — 2001
BS, Education & Sports Medicine
Bryan Blick Bryan Blick's Morgan Stanley Experience April 2014 - Present
Job Data Analytics Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Financial Industry Regulatory Authority November 2011 - April 2014
KPMG October 2009 - November 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Access, Analysis, Business Analysis, Securities, Outlook, Bloomberg Terminal, Consulting, Project Management, Business Intelligence, Customer Service, Risk Management, Financial Risk, Information Technology, Research, Finance
Education
City University of New York-Baruch College 2013 — 2015
Master of Business Administration (MBA), Finance and Economics
University of Delaware 2005 — 2009
Honors B.S., Finance, Management Information Systems
Morgan Stanley April 2014 - Present
Financial Industry Regulatory Authority November 2011 - April 2014
KPMG October 2009 - November 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Access, Analysis, Business Analysis, Securities, Outlook, Bloomberg Terminal, Consulting, Project Management, Business Intelligence, Customer Service, Risk Management, Financial Risk, Information Technology, Research, Finance
Education
City University of New York-Baruch College 2013 — 2015
Master of Business Administration (MBA), Finance and Economics
University of Delaware 2005 — 2009
Honors B.S., Finance, Management Information Systems
Hillary W. King Hillary W. King's Morgan Stanley Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Education
University of Delaware
Morgan Stanley June 2014 - Present
Education
University of Delaware
Cort Powell Cort Powell's Morgan Stanley Experience August 2014 - Present
Job Loan Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
ARINC May 2012 - August 2013
Chartwell Golf and Country Club 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Windows, AutoCAD
Education
University of Delaware 2010 — 2014
Bachelor's Degree, Economics
Morgan Stanley August 2014 - Present
ARINC May 2012 - August 2013
Chartwell Golf and Country Club 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Windows, AutoCAD
Education
University of Delaware 2010 — 2014
Bachelor's Degree, Economics
Russell Kimes Russell Kimes's Morgan Stanley Experience August 2011 - Present
Job Vice President, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
New Canaan Fire Company #1 June 1998 - Present
UBS Investment Bank January 2011 - August 2011
New Stream Capital December 2009 - October 2010
New Stream Capital July 2007 - December 2009
United States Marine Corps January 2000 - January 2008
Skills
Human Resources, VBA, Business Objects, SQL, Cash Flow Forecasting, Web Intelligence, Life Settlements, Insurance, Finance, Due Diligence, Analysis, Access, Microsoft Excel, Financial Modeling, Investments, Hedge Funds, Policy, Strategic Planning, Leadership, Team Leadership, Training, Recruiting, Portfolio Management, Asset Management, Analytics, Strategy, Management, Personnel Management, Customer Service, Mergers & Acquisitions, PeopleSoft
Education
University of Connecticut 2004 — 2007
BLA
Briarwood College 1998 — 2000
AAS
New Canaan High School 1994 — 1998
Morgan Stanley August 2011 - Present
New Canaan Fire Company #1 June 1998 - Present
UBS Investment Bank January 2011 - August 2011
New Stream Capital December 2009 - October 2010
New Stream Capital July 2007 - December 2009
United States Marine Corps January 2000 - January 2008
Skills
Human Resources, VBA, Business Objects, SQL, Cash Flow Forecasting, Web Intelligence, Life Settlements, Insurance, Finance, Due Diligence, Analysis, Access, Microsoft Excel, Financial Modeling, Investments, Hedge Funds, Policy, Strategic Planning, Leadership, Team Leadership, Training, Recruiting, Portfolio Management, Asset Management, Analytics, Strategy, Management, Personnel Management, Customer Service, Mergers & Acquisitions, PeopleSoft
Education
University of Connecticut 2004 — 2007
BLA
Briarwood College 1998 — 2000
AAS
New Canaan High School 1994 — 1998
Anita Del Giorno's Morgan Stanley Experience March 2010 - August 2012
Job Vice President, Branch Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. September 2012 - Present
Morgan Stanley March 2010 - August 2012
JP Morgan Chase August 2008 - February 2010
Bear Stearns July 1999 - August 2008
Skills
Hedge Funds, Loans, Private Equity, Portfolio Management, Fixed Income, Bankruptcy, Commercial Lending, Small Business Lending, Retail Banking, Sales Management, Leadership, Bonds, Business Development, Credit, Trading, Banking, Capital Markets, Investments, Equities
Education
University of Delaware 1995 — 1999
BS, Finance & Marketing
Santander Bank, N.A. September 2012 - Present
Morgan Stanley March 2010 - August 2012
JP Morgan Chase August 2008 - February 2010
Bear Stearns July 1999 - August 2008
Skills
Hedge Funds, Loans, Private Equity, Portfolio Management, Fixed Income, Bankruptcy, Commercial Lending, Small Business Lending, Retail Banking, Sales Management, Leadership, Bonds, Business Development, Credit, Trading, Banking, Capital Markets, Investments, Equities
Education
University of Delaware 1995 — 1999
BS, Finance & Marketing
Alexander Deluccia Alexander Deluccia's Morgan Stanley Experience June 2013 - Present
Job UIT Sales & Trading Desk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley August 2011 - May 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Power Windows and Siding July 2009 - May 2010
NaviStaff June 2007 - August 2007
Skills
Microsoft Excel, Series 7, Series 63, Financial Modeling, Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Insurance, Fixed Income, Financial Services, Financial Analysis, Equities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Operations Management, Marketing
Seton Hall Preparatory School 2001 — 2005
High School
Morgan Stanley June 2013 - Present
Morgan Stanley August 2011 - May 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Power Windows and Siding July 2009 - May 2010
NaviStaff June 2007 - August 2007
Skills
Microsoft Excel, Series 7, Series 63, Financial Modeling, Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Insurance, Fixed Income, Financial Services, Financial Analysis, Equities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Operations Management, Marketing
Seton Hall Preparatory School 2001 — 2005
High School
Brett Mahle, CFP®'s Morgan Stanley Experience September 2006 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2006 - Present
Morgan Stanley September 2006 - Present
WDTN Channel 2 NBC Affiliate September 2002 - September 2006
LexisNexis 9333 July 2001 - February 2002
Skills
PowerPoint, Excel, Word, Financial Analysis, Customer Relations, Series 7, Portfolio Management, Financial Services, Certified Financial..., Finance, Sales, Investments, Wealth Management, Series 63, Series 65, 401k, Fixed Income, Wealth Management..., Capital Markets, 401k Rollovers, Life Insurance, Saving for Education, Business Development, Retirement Planning, ETFs
Education
University of Dayton 1997 — 2001
Bachelors, Finance
GameFace Academy 2001 — 2002
Morgan Stanley September 2006 - Present
Morgan Stanley September 2006 - Present
WDTN Channel 2 NBC Affiliate September 2002 - September 2006
LexisNexis 9333 July 2001 - February 2002
Skills
PowerPoint, Excel, Word, Financial Analysis, Customer Relations, Series 7, Portfolio Management, Financial Services, Certified Financial..., Finance, Sales, Investments, Wealth Management, Series 63, Series 65, 401k, Fixed Income, Wealth Management..., Capital Markets, 401k Rollovers, Life Insurance, Saving for Education, Business Development, Retirement Planning, ETFs
Education
University of Dayton 1997 — 2001
Bachelors, Finance
GameFace Academy 2001 — 2002
Carla Schoenfeld Carla Schoenfeld's Morgan Stanley Experience January 2001 - February 2005
Job HR Coordinator at Air Techniques
Industry Hospitality
Experience
Air Techniques February 2014 - Present
The Customer Advantage March 2011 - Present
Morgan Stanley January 2001 - February 2005
Computer Network Solutions February 1999 - January 2001
Bertollini's Authentic Trattoria July 1998 - January 1999
Skills
Work From Home, Online Marketing, Microsoft Office, Social Networking, Event Planning, Administration, Social Media Marketing, Social Media, Marketing, Email Marketing, System Administration, Facebook, Advertising, Online Advertising, Direct Marketing
Education
University of Delaware 1994 — 1998
Bacherlor of Science, Institutional Management
Air Techniques February 2014 - Present
The Customer Advantage March 2011 - Present
Morgan Stanley January 2001 - February 2005
Computer Network Solutions February 1999 - January 2001
Bertollini's Authentic Trattoria July 1998 - January 1999
Skills
Work From Home, Online Marketing, Microsoft Office, Social Networking, Event Planning, Administration, Social Media Marketing, Social Media, Marketing, Email Marketing, System Administration, Facebook, Advertising, Online Advertising, Direct Marketing
Education
University of Delaware 1994 — 1998
Bacherlor of Science, Institutional Management
Victoria Kemp's Morgan Stanley Experience March 2000 - November 2001
Job Event & Roadshow Marketing at Barclays
Industry Events Services
Experience
Barclays August 2009 - Present
JPMorgan April 2005 - January 2009
UBP Asset Management July 2003 - April 2005
Morgan Stanley March 2000 - November 2001
Wells Rich Greene BDDP 1995 - 1998
Skills
Equities, Corporate Events, Event Planning, Event Management
Education
University of Delaware 1990 — 1994
AS, English/Journalism
Barclays August 2009 - Present
JPMorgan April 2005 - January 2009
UBP Asset Management July 2003 - April 2005
Morgan Stanley March 2000 - November 2001
Wells Rich Greene BDDP 1995 - 1998
Skills
Equities, Corporate Events, Event Planning, Event Management
Education
University of Delaware 1990 — 1994
AS, English/Journalism
Alyssa Koral's Morgan Stanley Experience January 2002 - December 2004
Job Vice President Relationship Manager
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2005 - September 2014
iHug Foundation August 2005 - February 2013
Morgan Stanley January 2002 - December 2004
Arthur Andersen, LLP December 2000 - May 2001
Arthur Andersen, LLP December 1999 - December 2000
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Equities, Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Fixed Income, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Investment Management, Bonds, Business Relationship..., Communication Training, Strategic Communications, Non-profits, Sales Operations, Sales Process, High Net Worth..., Relationship Management, Retirement, Financial Services, Financial Markets, Funding, 401k, Financial Advisory, Wealth, Series 6, Equity Trading, Options, Stocks, Registered Investment..., Institutional
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Hotel Restaurant Management and Business
Fisher Investments September 2014 - Present
Fisher Investments March 2005 - September 2014
iHug Foundation August 2005 - February 2013
Morgan Stanley January 2002 - December 2004
Arthur Andersen, LLP December 2000 - May 2001
Arthur Andersen, LLP December 1999 - December 2000
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Equities, Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Fixed Income, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Investment Management, Bonds, Business Relationship..., Communication Training, Strategic Communications, Non-profits, Sales Operations, Sales Process, High Net Worth..., Relationship Management, Retirement, Financial Services, Financial Markets, Funding, 401k, Financial Advisory, Wealth, Series 6, Equity Trading, Options, Stocks, Registered Investment..., Institutional
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Hotel Restaurant Management and Business
Kelsey Long's Morgan Stanley Experience May 2012 - August 2012
Job Sales Representative at Ormco
Industry Medical Devices
Experience
Ormco May 2015 - Present
Millennium Surgical Corp. September 2014 - May 2015
Comcast-Spectacor May 2014 - August 2014
University of Delaware August 2010 - November 2013
Johnston Orthodontic Laboratory May 2013 - September 2013
Philadelphia Soul May 2012 - August 2012
Morgan Stanley May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Sales, Salesforce.com, Microsoft Excel, Social Media, Event Planning, Customer Service, Teamwork, Time Management, SPSS, Statistics, Leadership, Outlook, Marketing, R.A.I Certified
Education
University of Delaware 2010 — 2014
Bachelor's degree, Health and Behavior Science
Ormco May 2015 - Present
Millennium Surgical Corp. September 2014 - May 2015
Comcast-Spectacor May 2014 - August 2014
University of Delaware August 2010 - November 2013
Johnston Orthodontic Laboratory May 2013 - September 2013
Philadelphia Soul May 2012 - August 2012
Morgan Stanley May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Sales, Salesforce.com, Microsoft Excel, Social Media, Event Planning, Customer Service, Teamwork, Time Management, SPSS, Statistics, Leadership, Outlook, Marketing, R.A.I Certified
Education
University of Delaware 2010 — 2014
Bachelor's degree, Health and Behavior Science
Phillip Rollins Phillip Rollins's Morgan Stanley Experience December 2010 - July 2014
Job Regional Consultant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2014 - Present
Morgan Stanley December 2010 - July 2014
Skills
Investments
Education
University of Delaware
Bachelor of Science (B.S.), Marketing
AllianceBernstein July 2014 - Present
Morgan Stanley December 2010 - July 2014
Skills
Investments
Education
University of Delaware
Bachelor of Science (B.S.), Marketing
Kathryn Q Hay, CFP® Kathryn Q Hay, CFP®'s Morgan Stanley Experience July 2014 - Present
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley Smith Barney May 2011 - July 2014
Skills
Certified Financial..., Series 7, Series 63, Series 9, Series 10
Education
University of Delaware 1989 — 1993
Bachelor of Arts (BA), Criminal Justice/Police Science
Morgan Stanley July 2014 - Present
Morgan Stanley Smith Barney May 2011 - July 2014
Skills
Certified Financial..., Series 7, Series 63, Series 9, Series 10
Education
University of Delaware 1989 — 1993
Bachelor of Arts (BA), Criminal Justice/Police Science
David Zane's Morgan Stanley Experience 2007 - March 2008
Job Financial Advisor AVP PNC Investments
Industry Financial Services
Experience
PNC Investments July 2011 - Present
RBC Wealth Management March 2008 - July 2011
Morgan Stanley 2007 - March 2008
Bank of America 1993 - 2006
Education
University of Delaware 1983 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Saint Mark's High School-Newark De 1979 — 1983
PNC Investments July 2011 - Present
RBC Wealth Management March 2008 - July 2011
Morgan Stanley 2007 - March 2008
Bank of America 1993 - 2006
Education
University of Delaware 1983 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Saint Mark's High School-Newark De 1979 — 1983
Peter Mirandon Peter Mirandon's Morgan Stanley Experience September 2001 - September 2005
Job Building a value added business tailored to the needs of the client.
Industry Financial Services
Experience
Instinet October 2007 - 2012
Nomura September 2005 - October 2007
Morgan Stanley September 2001 - September 2005
Morgan Stanley - Equity Infrastructure April 1996 - September 2001
Smith New Court / Merrill Lynch February 1993 - February 1996
Skills
Electronic Trading, Equities, Trading Systems, Series 7, Options, Trading, Series 63, Low Latency, Business Relationship..., Bloomberg, Hedge Funds, Equity Trading, Financial Markets, Asset Management, Fixed Income, Derivatives, Risk Management, Relationship Management, ETFs, Capital Markets, Middle Office, FINRA, Equity Derivatives, FX Options, Alternative Investments, Quantitative Analytics, Market Data, Bonds, Series 24, Securities, Equity Research, Structured Products, Investment Banking, Prime Brokerage, Commodity, Trading Strategies, Emerging Markets, Hedging, Building Relationships, Portfolio Management, Proprietary Trading, FX trading, Back Office, Technical Analysis, Mutual Funds
Education
University of Delaware
BA, Political Science
Wilton High School 1980 — 1984
General
Instinet October 2007 - 2012
Nomura September 2005 - October 2007
Morgan Stanley September 2001 - September 2005
Morgan Stanley - Equity Infrastructure April 1996 - September 2001
Smith New Court / Merrill Lynch February 1993 - February 1996
Skills
Electronic Trading, Equities, Trading Systems, Series 7, Options, Trading, Series 63, Low Latency, Business Relationship..., Bloomberg, Hedge Funds, Equity Trading, Financial Markets, Asset Management, Fixed Income, Derivatives, Risk Management, Relationship Management, ETFs, Capital Markets, Middle Office, FINRA, Equity Derivatives, FX Options, Alternative Investments, Quantitative Analytics, Market Data, Bonds, Series 24, Securities, Equity Research, Structured Products, Investment Banking, Prime Brokerage, Commodity, Trading Strategies, Emerging Markets, Hedging, Building Relationships, Portfolio Management, Proprietary Trading, FX trading, Back Office, Technical Analysis, Mutual Funds
Education
University of Delaware
BA, Political Science
Wilton High School 1980 — 1984
General
Kelley Rauseo's Morgan Stanley Experience June 2010 - March 2015
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY March 2015 - Present
Morgan Stanley June 2010 - March 2015
Barclays Capital July 2009 - June 2010
Lehman Brothers June 2008 - August 2008
Skills
Financial Risk, Credit, Product Control, Capital Markets, Financial Analysis, Risk Management, PowerPoint, Microsoft Excel, Fincad, Reuters, Bloomberg, Foreign Exchange, Emerging Markets, Valuation, Access, Loans, Bonds, Market Risk
Education
University of Notre Dame 2005 — 2009
BA, Economics
University of Connecticut-Stamford 2012 — 2013
Master's degree, Financial Risk Management
EY March 2015 - Present
Morgan Stanley June 2010 - March 2015
Barclays Capital July 2009 - June 2010
Lehman Brothers June 2008 - August 2008
Skills
Financial Risk, Credit, Product Control, Capital Markets, Financial Analysis, Risk Management, PowerPoint, Microsoft Excel, Fincad, Reuters, Bloomberg, Foreign Exchange, Emerging Markets, Valuation, Access, Loans, Bonds, Market Risk
Education
University of Notre Dame 2005 — 2009
BA, Economics
University of Connecticut-Stamford 2012 — 2013
Master's degree, Financial Risk Management
Rob Flint Rob Flint's Morgan Stanley Experience 1999 - 2000
Job Accounting and Finance Professional seeking new business opportunities.
Industry Management Consulting
Experience
UniTek Global Services May 2011 - April 2013
Passyunk Square Civic Association June 2010 - August 2011
Crowe Horwath LLP September 2002 - September 2010
Installed Building Products 2001 - 2001
Internal Revenue Service 2000 - 2000
Morgan Stanley 1999 - 2000
Skills
Strategy, Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Risk Management, IT Audit, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley, Process Improvement, Finance, Accounting, Due Diligence, Analysis, Business Process, COSO, Assurance, Corporate Governance, SEC filings, General Ledger, Acoustic Guitar, Financial Analysis, GAAP, Budgets, Financial Risk, SOX 404, Variance Analysis, Forensic Accounting, External Audit, Risk Assessment, Banking, Financial Accounting, Cash Flow, Revenue Recognition
Education
University of Dayton 1996 — 2001
B.S. Business Administration, Accounting and Finance
UniTek Global Services May 2011 - April 2013
Passyunk Square Civic Association June 2010 - August 2011
Crowe Horwath LLP September 2002 - September 2010
Installed Building Products 2001 - 2001
Internal Revenue Service 2000 - 2000
Morgan Stanley 1999 - 2000
Skills
Strategy, Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Risk Management, IT Audit, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley, Process Improvement, Finance, Accounting, Due Diligence, Analysis, Business Process, COSO, Assurance, Corporate Governance, SEC filings, General Ledger, Acoustic Guitar, Financial Analysis, GAAP, Budgets, Financial Risk, SOX 404, Variance Analysis, Forensic Accounting, External Audit, Risk Assessment, Banking, Financial Accounting, Cash Flow, Revenue Recognition
Education
University of Dayton 1996 — 2001
B.S. Business Administration, Accounting and Finance
Brian Lopes Brian Lopes's Morgan Stanley Experience 1999 - 2002
Job Portfolio Manager at Sandy Spring Bank
Industry Investment Management
Experience
Sandy Spring Bank August 2002 - Present
Morgan Stanley 1999 - 2002
Skills
Electronic Trading, Portfolio Management, Equities, Mutual Funds, Fixed Income, Investments, ETFs, Bonds, Asset Management, Financial Services, Wealth Management
Education
University of Delaware 1993 — 1998
Bachelor of Science in Business Administration, Finance
Sandy Spring Bank August 2002 - Present
Morgan Stanley 1999 - 2002
Skills
Electronic Trading, Portfolio Management, Equities, Mutual Funds, Fixed Income, Investments, ETFs, Bonds, Asset Management, Financial Services, Wealth Management
Education
University of Delaware 1993 — 1998
Bachelor of Science in Business Administration, Finance
Deborah Lutes, CFIRS Deborah Lutes, CFIRS's Morgan Stanley Experience September 2014 - Present
Job Director, Compliance
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Christiana Trust, a division of WSFS February 2012 - August 2014
Christiana Trust, a division of WSFS February 2004 - February 2012
Capital Trust Company of Delaware December 2000 - February 2004
Skills
Portfolio Management, Securities, Banking, Financial Analysis, Leadership, Policy, Accounting, Risk Management, Finance, Loans, Management
Education
University of Delaware 1993 — 1997
BS, Elementary Education
Cannon Trust School
Morgan Stanley September 2014 - Present
Christiana Trust, a division of WSFS February 2012 - August 2014
Christiana Trust, a division of WSFS February 2004 - February 2012
Capital Trust Company of Delaware December 2000 - February 2004
Skills
Portfolio Management, Securities, Banking, Financial Analysis, Leadership, Policy, Accounting, Risk Management, Finance, Loans, Management
Education
University of Delaware 1993 — 1997
BS, Elementary Education
Cannon Trust School
Mark Zonno Mark Zonno's Morgan Stanley Experience April 1999 - September 2001
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. January 2003 - November 2011
Morgan Stanley April 1999 - September 2001
Bureau of National Affairs (BNA) January 1983 - December 1993
Skills
Wealth Management, Complex Retirement...
Education
University of Dayton 1975 — 1979
Bachelor of Science, Business Management
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. January 2003 - November 2011
Morgan Stanley April 1999 - September 2001
Bureau of National Affairs (BNA) January 1983 - December 1993
Skills
Wealth Management, Complex Retirement...
Education
University of Dayton 1975 — 1979
Bachelor of Science, Business Management
Jen Sweitzer Jen Sweitzer's Morgan Stanley Experience January 2004 - October 2006
Job Director of Training
Industry Nonprofit Organization Management
Experience
Delaware Claims Processing Facility October 2006 - Present
Morgan Stanley January 2004 - October 2006
University of Delaware - Small Business Development Center (SBDC) June 2001 - January 2004
Education
University of Delaware 1997 — 2001
B.A., Psychology & Philosophy
Delaware Claims Processing Facility October 2006 - Present
Morgan Stanley January 2004 - October 2006
University of Delaware - Small Business Development Center (SBDC) June 2001 - January 2004
Education
University of Delaware 1997 — 2001
B.A., Psychology & Philosophy
Douglas Sumick Douglas Sumick's Morgan Stanley Experience January 2000 - May 2007
Job Managing Director Interest Rate Trading
Industry Financial Services
Experience
BTIG, LLC May 2014 - Present
Mizuho Securities USA Inc. April 2011 - May 2013
TD Bank Group May 2009 - March 2011
Morgan Stanley January 2000 - May 2007
Salomon Brothers 1996 - 1998
Skills
Trading, Derivatives, Capital Markets, Fixed Income, Series 7, Bloomberg, Covered Bonds, Bonds, Interest Rate Swaps, Interest Rate..., Hedge Funds, Equities, Swaps, Structured Products, Investment Banking, Options, Financial Markets
Education
University of Delaware 1993 — 1996
Bachelor of Science Business Administration (B.S.B.A.), Finance
BTIG, LLC May 2014 - Present
Mizuho Securities USA Inc. April 2011 - May 2013
TD Bank Group May 2009 - March 2011
Morgan Stanley January 2000 - May 2007
Salomon Brothers 1996 - 1998
Skills
Trading, Derivatives, Capital Markets, Fixed Income, Series 7, Bloomberg, Covered Bonds, Bonds, Interest Rate Swaps, Interest Rate..., Hedge Funds, Equities, Swaps, Structured Products, Investment Banking, Options, Financial Markets
Education
University of Delaware 1993 — 1996
Bachelor of Science Business Administration (B.S.B.A.), Finance
Kraig Carlson Kraig Carlson's Morgan Stanley Experience August 2014 - Present
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Smith Barney September 2008 - December 2014
Morgan Stanley 2009 - 2009
E*TRADE Financial 2006 - 2008
Skills
Series 3, Series 4, Series 7, Series 9, Series 10, Series 66, Series 24, Options, Equities, Investments, Mutual Funds, Series 63, Securities, ETFs, Bonds, Investment Strategies
Education
University of Dayton 2002 — 2003
Hilliard Darby High School 1998 — 2002
Morgan Stanley August 2014 - Present
Morgan Stanley Smith Barney September 2008 - December 2014
Morgan Stanley 2009 - 2009
E*TRADE Financial 2006 - 2008
Skills
Series 3, Series 4, Series 7, Series 9, Series 10, Series 66, Series 24, Options, Equities, Investments, Mutual Funds, Series 63, Securities, ETFs, Bonds, Investment Strategies
Education
University of Dayton 2002 — 2003
Hilliard Darby High School 1998 — 2002
Frank Nickel Frank Nickel's Morgan Stanley Experience July 1993 - Present
Job Senior Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1993 - Present
Skills
Quantitative Research, Asset Management, Equities, Investments, Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Finance, Banking, Microsoft Excel
Education
University of Delaware 1989 — 1993
Master's Degree, Economics
University of Delaware 1983 — 1988
Bachelor's Degree
Morgan Stanley July 1993 - Present
Skills
Quantitative Research, Asset Management, Equities, Investments, Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Finance, Banking, Microsoft Excel
Education
University of Delaware 1989 — 1993
Master's Degree, Economics
University of Delaware 1983 — 1988
Bachelor's Degree
Steven Sharlach Steven Sharlach's Morgan Stanley Experience May 2004 - March 2007
Job
Industry Capital Markets
Experience
Credit Suisse August 2010 - December 2011
RBS Greenwich Capital March 2007 - December 2008
Morgan Stanley May 2004 - March 2007
Skills
Trading, Bonds, Fixed Income, Derivatives, Capital Markets
Education
The University of Connecticut
Economics
Credit Suisse August 2010 - December 2011
RBS Greenwich Capital March 2007 - December 2008
Morgan Stanley May 2004 - March 2007
Skills
Trading, Bonds, Fixed Income, Derivatives, Capital Markets
Education
The University of Connecticut
Economics
Yiyang Qi Yiyang Qi's Morgan Stanley Experience June 2015 - July 2015
Job Student at The University of Connecticut
Industry
Experience
Morgan Stanley June 2015 - July 2015
HSBC Global Banking and Markets June 2013 - August 2013
Education
The University of Connecticut 2012 — 2016
Bachelor's degree, Actuarial Science, 3,2
Morgan Stanley June 2015 - July 2015
HSBC Global Banking and Markets June 2013 - August 2013
Education
The University of Connecticut 2012 — 2016
Bachelor's degree, Actuarial Science, 3,2
Jen Sweitzer's Morgan Stanley Experience May 2004 - September 2006
Job Director of Training, Development and Public Relations at Delaware Claims Processing Facility
Industry
Experience
Delaware Claims Processing Facility September 2006 - Present
Morgan Stanley May 2004 - September 2006
University of Delaware - SBDC May 2001 - May 2004
Skills
Research, Public Relations, Management, Leadership, Public Speaking, Project Management, Team Building, Microsoft Office, Strategic Planning, Customer Service, Process Improvement, Training & Development, Training Delivery, Technical Documentation, Interpersonal Skills, Interpersonal...
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Delaware Claims Processing Facility September 2006 - Present
Morgan Stanley May 2004 - September 2006
University of Delaware - SBDC May 2001 - May 2004
Skills
Research, Public Relations, Management, Leadership, Public Speaking, Project Management, Team Building, Microsoft Office, Strategic Planning, Customer Service, Process Improvement, Training & Development, Training Delivery, Technical Documentation, Interpersonal Skills, Interpersonal...
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Psychology
David Sang David Sang's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2015 - Present
Blue Hen Investment Club February 2012 - May 2015
KPMG New Zealand July 2014 - August 2014
KPMG June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
AstraZeneca May 2012 - November 2012
UD Business Undergraduate Advising May 2011 - August 2011
Skills
Finance, Leadership, Microsoft Excel, Financial Analysis, Public Speaking, Bloomberg, PowerPoint, Financial Modeling, Statistics, Microsoft Word, Digital Photography, Photoshop, Bloomberg Terminal, Microsoft Office, Strategy, Lightroom, Valuation, Portfolio Management, Teamwork
Education
University of Delaware 2013 — 2015
Master of Science (MS) Accelerated 3+1, Accounting w/ Finance Concentration, 4.0
University of Delaware 2011 — 2015
Honors Bachelor of Science (BS), Finance and Accounting, 3.97
Archmere Academy 2007 — 2011
McKinsey & Company August 2015 - Present
Blue Hen Investment Club February 2012 - May 2015
KPMG New Zealand July 2014 - August 2014
KPMG June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
AstraZeneca May 2012 - November 2012
UD Business Undergraduate Advising May 2011 - August 2011
Skills
Finance, Leadership, Microsoft Excel, Financial Analysis, Public Speaking, Bloomberg, PowerPoint, Financial Modeling, Statistics, Microsoft Word, Digital Photography, Photoshop, Bloomberg Terminal, Microsoft Office, Strategy, Lightroom, Valuation, Portfolio Management, Teamwork
Education
University of Delaware 2013 — 2015
Master of Science (MS) Accelerated 3+1, Accounting w/ Finance Concentration, 4.0
University of Delaware 2011 — 2015
Honors Bachelor of Science (BS), Finance and Accounting, 3.97
Archmere Academy 2007 — 2011
Adam Aulestia, CFP®'s Morgan Stanley Experience May 2002 - September 2009
Job President and Certified Financial Planner™ at Aulestia Wealth Management
Industry Investment Management
Experience
Aulestia Wealth Management September 2009 - Present
International Student House of Washington, DC September 2011 - Present
Morgan Stanley May 2002 - September 2009
Citigroup & Federal Reserve Bank January 2000 - May 2002
Skills
Wealth Management, Asset Management, Start-ups, Business Strategy, Entrepreneurship, Business Development, Financial Reporting, Analysis, Budgets, Contract Negotiation, Asset Managment, Strategic Financial..., 401k, Investments
Education
Investment Banking Institute - Washington DC 2015 — 2015
Intensive one-month financial modeling and valuation investment banking program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
BSBA, Finance and Economics
Aulestia Wealth Management September 2009 - Present
International Student House of Washington, DC September 2011 - Present
Morgan Stanley May 2002 - September 2009
Citigroup & Federal Reserve Bank January 2000 - May 2002
Skills
Wealth Management, Asset Management, Start-ups, Business Strategy, Entrepreneurship, Business Development, Financial Reporting, Analysis, Budgets, Contract Negotiation, Asset Managment, Strategic Financial..., 401k, Investments
Education
Investment Banking Institute - Washington DC 2015 — 2015
Intensive one-month financial modeling and valuation investment banking program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
BSBA, Finance and Economics
Joseph Biloon, CFP® Joseph Biloon, CFP®'s Morgan Stanley Experience June 2000 - March 2006
Job Partner / Financial Planner at Financial House
Industry Financial Services
Experience
Financial House March 2006 - Present
Morgan Stanley June 2000 - March 2006
Skills
Retirement Planning, Retirement, Estate Planning, Financial Advisory, Asset Allocation, Securities, Financial Services, Finance, Financial Planners, Wealth, Operations Management, Cash Flow, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Investment Strategies, Series 63, Investment Advisory, Series 65, IRAs, 401k Rollovers, Wealth Accumulation, Investments, FINRA, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Operation Management
Concord High School
Financial House March 2006 - Present
Morgan Stanley June 2000 - March 2006
Skills
Retirement Planning, Retirement, Estate Planning, Financial Advisory, Asset Allocation, Securities, Financial Services, Finance, Financial Planners, Wealth, Operations Management, Cash Flow, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Investment Strategies, Series 63, Investment Advisory, Series 65, IRAs, 401k Rollovers, Wealth Accumulation, Investments, FINRA, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Operation Management
Concord High School
Craig Mosmen's Morgan Stanley Experience January 2000 - January 2002
Job Owner at The Couch Tomato Cafe'
Industry Restaurants
Experience
The Couch Tomato Cafe' September 2003 - Present
Morgan Stanley January 2000 - January 2002
Skills
Customer Service, Marketing Strategy, Social Media Marketing, Management, Strategic Planning, Sales, Social Media, Marketing, Microsoft Office, Sales Management, Restaurant Management, New Restaurant Openings, Culinary Management
Education
University of Delaware 1996 — 2000
BA, Psychology
The Couch Tomato Cafe' September 2003 - Present
Morgan Stanley January 2000 - January 2002
Skills
Customer Service, Marketing Strategy, Social Media Marketing, Management, Strategic Planning, Sales, Social Media, Marketing, Microsoft Office, Sales Management, Restaurant Management, New Restaurant Openings, Culinary Management
Education
University of Delaware 1996 — 2000
BA, Psychology
Bryan Porcelli's Morgan Stanley Experience September 2005 - Present
Job Vice President at Morgan Stanley, Power Trader
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Merrill Lynch June 2001 - September 2005
Merrill Lynch August 1999 - June 2001
Skills
Commodities, Trading, Energy Trading, Economics, Equities, Commodity Markets, Derivatives, Hedging, Swaps, Options, Proprietary Trading, Portfolio Management, Trading Strategies, Trading Systems, Commodity, Risk Management, Hedge Funds, Bloomberg, Electronic Trading
Education
University of Delaware 1994 — 1999
Economics, International Relations
Morgan Stanley September 2005 - Present
Merrill Lynch June 2001 - September 2005
Merrill Lynch August 1999 - June 2001
Skills
Commodities, Trading, Energy Trading, Economics, Equities, Commodity Markets, Derivatives, Hedging, Swaps, Options, Proprietary Trading, Portfolio Management, Trading Strategies, Trading Systems, Commodity, Risk Management, Hedge Funds, Bloomberg, Electronic Trading
Education
University of Delaware 1994 — 1999
Economics, International Relations
Pierce Bushby Pierce Bushby's Morgan Stanley Experience June 2013 - August 2013
Job Sales and Business Development
Industry Computer Software
Experience
InsightSquared June 2015 - Present
UBS May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Financial Analysis, Team Leadership, Data Analysis, Data Analytics, Salesforce.com
Education
The University of Connecticut 2011 — 2015
Bachelor's degree, Economics and Real Estate
Fairfield College Preparatory School 2007 — 2011
InsightSquared June 2015 - Present
UBS May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Financial Analysis, Team Leadership, Data Analysis, Data Analytics, Salesforce.com
Education
The University of Connecticut 2011 — 2015
Bachelor's degree, Economics and Real Estate
Fairfield College Preparatory School 2007 — 2011
Amanda Fleetwood's Morgan Stanley Experience January 2013 - July 2014
Job CSA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley September 2010 - January 2013
Morgan Stanley September 2007 - September 2010
Skills
Securities, FINRA, Financial Services, Compliance, Fixed Income, Trading, Wealth Management, Management, Finance
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Political Science and Government
Morgan Stanley Wealth Management July 2014 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley September 2010 - January 2013
Morgan Stanley September 2007 - September 2010
Skills
Securities, FINRA, Financial Services, Compliance, Fixed Income, Trading, Wealth Management, Management, Finance
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Political Science and Government
Emily Wilde's Morgan Stanley Experience April 2015 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Freeman Heyne September 2013 - April 2015
Universal 1 Credit Union May 2012 - August 2012
GE Capital May 2011 - May 2012
Education
University of Dayton 2009 — 2013
Bachelor of Science, Business Administration; Marketing and Finance
Saint Vincent Saint Mary High School 2005 — 2009
Morgan Stanley April 2015 - Present
Freeman Heyne September 2013 - April 2015
Universal 1 Credit Union May 2012 - August 2012
GE Capital May 2011 - May 2012
Education
University of Dayton 2009 — 2013
Bachelor of Science, Business Administration; Marketing and Finance
Saint Vincent Saint Mary High School 2005 — 2009
Robert DiGiacomo, CFP Robert DiGiacomo, CFP's Morgan Stanley Experience March 1982 - April 2008
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc April 2008 - Present
Morgan Stanley March 1982 - April 2008
Education
University of Delaware 1974 — 1978
Bachelors of Science, Economics
Mount Pleasant High School 1971 — 1974
High School
UBS Financial Services Inc April 2008 - Present
Morgan Stanley March 1982 - April 2008
Education
University of Delaware 1974 — 1978
Bachelors of Science, Economics
Mount Pleasant High School 1971 — 1974
High School
Jason Froimowitz's Morgan Stanley Experience June 2011 - August 2011
Job Mobile Product Manager at J.P. Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2012 - April 2015
Ardsley-Secor Volunteer Ambulance Corps March 2006 - December 2012
Non-profit trade association February 2012 - May 2012
University of Delaware Emergency Care Unit October 2008 - May 2012
Morgan Stanley June 2011 - August 2011
Town of Eastchester Recreation and Parks Department June 2010 - August 2010
Beacon Hill Estates Co-op June 2006 - August 2009
Education
University of Delaware 2008 — 2012
Bachelor of Science, Operations Management, Management Information Systems
Ardsley High School 2004 — 2008
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2012 - April 2015
Ardsley-Secor Volunteer Ambulance Corps March 2006 - December 2012
Non-profit trade association February 2012 - May 2012
University of Delaware Emergency Care Unit October 2008 - May 2012
Morgan Stanley June 2011 - August 2011
Town of Eastchester Recreation and Parks Department June 2010 - August 2010
Beacon Hill Estates Co-op June 2006 - August 2009
Education
University of Delaware 2008 — 2012
Bachelor of Science, Operations Management, Management Information Systems
Ardsley High School 2004 — 2008
Richard Rapp Richard Rapp's Morgan Stanley Experience July 1997 - March 2004
Job CAOCES at Citi
Industry Financial Services
Experience
Citi 2011 - 2014
Shinsei Bank 2004 - 2010
Morgan Stanley July 1997 - March 2004
Skills
Investment Banking, Talent Management, Expatriate Management, Mergers & Acquisitions, Human Resources, Succession Planning, Performance Management, HRIS, Risk Management, Change Management, Banking, Restructuring, Employee Engagement, Deferred Compensation, Employee Benefits, Management
Education
The University of Connecticut 1982 — 1986
Bachelor of Science (BS), Accounting
Citi 2011 - 2014
Shinsei Bank 2004 - 2010
Morgan Stanley July 1997 - March 2004
Skills
Investment Banking, Talent Management, Expatriate Management, Mergers & Acquisitions, Human Resources, Succession Planning, Performance Management, HRIS, Risk Management, Change Management, Banking, Restructuring, Employee Engagement, Deferred Compensation, Employee Benefits, Management
Education
The University of Connecticut 1982 — 1986
Bachelor of Science (BS), Accounting
Erin Lueders's Morgan Stanley Experience January 2014 - December 2014
Job HECM Loan Consultant at RMF LLC
Industry Banking
Experience
Reverse Mortgage Funding LLC December 2014 - Present
Morgan Stanley January 2014 - December 2014
Atlantic Home Equity June 2012 - January 2014
MetLife August 2008 - May 2012
Financial Freedom July 2005 - August 2008
T. Rowe Price January 1997 - January 2003
Agora Financial September 1995 - 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, FHA, Reverse Mortgages, Residential Mortgages, Banking, Credit, FHA Financing, Marketing, Loans, VA Loans
Education
University of Delaware 1991 — 1995
BA
St. Mary's High School 1987 — 1991
Reverse Mortgage Funding LLC December 2014 - Present
Morgan Stanley January 2014 - December 2014
Atlantic Home Equity June 2012 - January 2014
MetLife August 2008 - May 2012
Financial Freedom July 2005 - August 2008
T. Rowe Price January 1997 - January 2003
Agora Financial September 1995 - 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, FHA, Reverse Mortgages, Residential Mortgages, Banking, Credit, FHA Financing, Marketing, Loans, VA Loans
Education
University of Delaware 1991 — 1995
BA
St. Mary's High School 1987 — 1991
Joe Long Joe Long's Morgan Stanley Experience September 2003 - March 2005
Job Talent Acquisition Consultant at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. February 2014 - Present
I-NET Technologies, Inc. March 2005 - February 2014
Morgan Stanley September 2003 - March 2005
I-NET Technologies July 2001 - March 2003
Independent Contract Recruiter January 1999 - July 2001
Hall Kinion 1997 - 1998
Skills
Fixed Income, Options, Equity Trading, Electronic Trading, Trading System, Hedge Funds, Quantitative Analytics, Trading, Proprietary Trading, High Frequency Trading, Portfolio Management, Derivatives, Capital Markets, Bloomberg, FX Options, Trading Systems, Investment Banking, Mutual Funds, Quantitative Investing, VBA, Market Data, Exchange Connectivity, Quantitative Finance, Credit Derivatives, Statistical Arbitrage, Program Trading, Investment Management, Equities, Financial Markets, Low Latency, Finance, Volatility, Volatility Arbitrage, Fundamental Analysis, Financial Services, Technical Analysis, Commodity, FX trading
Education
University of Delaware 1991 — 1995
St. Mark's High School 1987 — 1991
KCG Holdings, Inc. February 2014 - Present
I-NET Technologies, Inc. March 2005 - February 2014
Morgan Stanley September 2003 - March 2005
I-NET Technologies July 2001 - March 2003
Independent Contract Recruiter January 1999 - July 2001
Hall Kinion 1997 - 1998
Skills
Fixed Income, Options, Equity Trading, Electronic Trading, Trading System, Hedge Funds, Quantitative Analytics, Trading, Proprietary Trading, High Frequency Trading, Portfolio Management, Derivatives, Capital Markets, Bloomberg, FX Options, Trading Systems, Investment Banking, Mutual Funds, Quantitative Investing, VBA, Market Data, Exchange Connectivity, Quantitative Finance, Credit Derivatives, Statistical Arbitrage, Program Trading, Investment Management, Equities, Financial Markets, Low Latency, Finance, Volatility, Volatility Arbitrage, Fundamental Analysis, Financial Services, Technical Analysis, Commodity, FX trading
Education
University of Delaware 1991 — 1995
St. Mark's High School 1987 — 1991
Allana Cook's Morgan Stanley Experience 2000 - 2001
Job Recovery Strategies in P.T.S.D.
Industry Research
Experience
Boys and Girls Clubs of America February 2012 - November 2012
University of Delaware June 2010 - March 2012
Morgan Stanley 2000 - 2001
Salomon Smith Barney 1996 - 2000
Caldwell Staffing Services 1995 - 1996
Drexel University 1990 - 1995
U.S. Army Reserve 1986 - 1992
Skills
Qualitative Research, Proposal Writing, Military Experience, Report Writing, Creative Writing, Reporting & Analysis, Asset Management, Liaison, Training, Payroll, Written & Oral..., Customer Retention, Customer Support, Administrative..., Data Management
Education
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Concentration Law and Society, Criminal Justice
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Black American Studies, Concentration Law and Society
Boys and Girls Clubs of America February 2012 - November 2012
University of Delaware June 2010 - March 2012
Morgan Stanley 2000 - 2001
Salomon Smith Barney 1996 - 2000
Caldwell Staffing Services 1995 - 1996
Drexel University 1990 - 1995
U.S. Army Reserve 1986 - 1992
Skills
Qualitative Research, Proposal Writing, Military Experience, Report Writing, Creative Writing, Reporting & Analysis, Asset Management, Liaison, Training, Payroll, Written & Oral..., Customer Retention, Customer Support, Administrative..., Data Management
Education
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Concentration Law and Society, Criminal Justice
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Black American Studies, Concentration Law and Society
Victor Roy's Morgan Stanley Experience October 1998 - January 2009
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2009 - Present
Morgan Stanley October 1998 - January 2009
Merrill Lynch August 1990 - October 1998
Education
University of Delaware 1987 — 1990
Bachelor of Arts (B.A.), Finance, General
UBS Financial Services, Inc. 2009 - Present
Morgan Stanley October 1998 - January 2009
Merrill Lynch August 1990 - October 1998
Education
University of Delaware 1987 — 1990
Bachelor of Arts (B.A.), Finance, General
Andrew Stolarz Andrew Stolarz's Morgan Stanley Experience July 2012 - August 2012
Job Entrepreneurial Equity Trader at Andrew Stolarz Trading
Industry Financial Services
Experience
Chimera Securities February 2015 - August 2015
Andrew Stolarz Trading July 2014 - January 2015
Morgan Stanley July 2012 - August 2012
Education
University of Delaware 2011 — 2015
Bachelor's, Finance, Financial Services
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Chimera Securities February 2015 - August 2015
Andrew Stolarz Trading July 2014 - January 2015
Morgan Stanley July 2012 - August 2012
Education
University of Delaware 2011 — 2015
Bachelor's, Finance, Financial Services
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Ted Tabasso Ted Tabasso's Morgan Stanley Experience February 2002 - July 2003
Job ICG at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2012 - Present
Deutsche Bank February 2009 - April 2012
Deutsche Bank June 2004 - February 2009
Deutsche Bank July 2003 - June 2004
Morgan Stanley February 2002 - July 2003
Banc of America Securities October 1999 - February 2002
Bear Stearns & Co. January 1993 - October 1999
Skills
Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Equity Research, Alternative Investments, Investment Strategies, Equity Derivatives, Basel II, Securities, IT Strategy, Valuation, Capital, Mutual Funds, Investments, Trading, Emerging Markets, Prime Brokerage
Education
University of San Diego
Master's degree, International Business
University of Delaware
Bachelor of Science, Finance
Deutsche Bank April 2012 - Present
Deutsche Bank February 2009 - April 2012
Deutsche Bank June 2004 - February 2009
Deutsche Bank July 2003 - June 2004
Morgan Stanley February 2002 - July 2003
Banc of America Securities October 1999 - February 2002
Bear Stearns & Co. January 1993 - October 1999
Skills
Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Equity Research, Alternative Investments, Investment Strategies, Equity Derivatives, Basel II, Securities, IT Strategy, Valuation, Capital, Mutual Funds, Investments, Trading, Emerging Markets, Prime Brokerage
Education
University of San Diego
Master's degree, International Business
University of Delaware
Bachelor of Science, Finance
Aaron Levenson Aaron Levenson's Morgan Stanley Experience September 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley August 2014 - Present
Financial Tracking Technologies, LLC September 2013 - July 2014
Bank of America 2007 - September 2013
Merrill Lynch 2000 - 2007
CheckFree Investment Services 1998 - 2000
Lynch and Mayer 1997 - 1998
Neuberger Berman 1995 - 1997
Skills
Portfolio Management, Relationship Management, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Rapid Prototyping, iRise, Wireframes, Vendor Relationships, Security APL, Quality Assurance, UAT coordination, Series 7, Black Belt, Experienced Business..., BRDs, Equities, Securities, Trading Systems
Education
University of Delaware 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley September 2015 - Present
Morgan Stanley August 2014 - Present
Financial Tracking Technologies, LLC September 2013 - July 2014
Bank of America 2007 - September 2013
Merrill Lynch 2000 - 2007
CheckFree Investment Services 1998 - 2000
Lynch and Mayer 1997 - 1998
Neuberger Berman 1995 - 1997
Skills
Portfolio Management, Relationship Management, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Rapid Prototyping, iRise, Wireframes, Vendor Relationships, Security APL, Quality Assurance, UAT coordination, Series 7, Black Belt, Experienced Business..., BRDs, Equities, Securities, Trading Systems
Education
University of Delaware 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Allison Hemming's Morgan Stanley Experience 1995 - 1996
Job CEO, The Hired Guns
Industry Online Media
Experience
The Hired Guns 2000 - Present
P.O.V. Magazine 1996 - 2000
p.o.v. magazine 1996 - 2000
Morgan Stanley 1995 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1995
Market Vision 1990 - 1992
Salomon Brothers 1989 - 1990
Skills
Digital Marketing, Product Development, Personal Branding, Career Counseling, Social Media, Digital Strategy, Marketing Strategy, Start-ups, Advertising, Career Management, Business Development, Management, Training, Marketing, Digital Media, New Media, Social Media Marketing, E-commerce, Online Advertising, Content Strategy, User Experience, Coaching, Brand Management, Social Networking, Strategy, SEO, Recruiting, Online Marketing, Email Marketing, Integrated Marketing, Public Relations, Blogging, Information Architecture, Brand Development, Creative Direction, Executive Search, Talent Acquisition, Copywriting, Strategic Partnerships, Publishing, CRM, Mobile Marketing, Career Development, Web Analytics, PPC, Content Management, SEM, General Awesomeness, Product Management, Entrepreneurship
Education
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
The Hired Guns 2000 - Present
P.O.V. Magazine 1996 - 2000
p.o.v. magazine 1996 - 2000
Morgan Stanley 1995 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1995
Market Vision 1990 - 1992
Salomon Brothers 1989 - 1990
Skills
Digital Marketing, Product Development, Personal Branding, Career Counseling, Social Media, Digital Strategy, Marketing Strategy, Start-ups, Advertising, Career Management, Business Development, Management, Training, Marketing, Digital Media, New Media, Social Media Marketing, E-commerce, Online Advertising, Content Strategy, User Experience, Coaching, Brand Management, Social Networking, Strategy, SEO, Recruiting, Online Marketing, Email Marketing, Integrated Marketing, Public Relations, Blogging, Information Architecture, Brand Development, Creative Direction, Executive Search, Talent Acquisition, Copywriting, Strategic Partnerships, Publishing, CRM, Mobile Marketing, Career Development, Web Analytics, PPC, Content Management, SEM, General Awesomeness, Product Management, Entrepreneurship
Education
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
Andrew DeMaio Andrew DeMaio's Morgan Stanley Experience June 2004 - August 2004
Job Project Manager
Industry Construction
Experience
DeMaio Electrical Co., Inc. May 2011 - Present
Pine Grove Associates, Inc. August 2005 - May 2011
Morgan Stanley June 2004 - August 2004
Skills
Valuation, Microsoft Excel, Process Scheduler, Financial Modeling, Portfolio Management, Asset Management, Equities, Fixed Income, Contract Negotiation, Budgets, Hedge Funds, Project Management, Management
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Business Administration - Concentrated in Finance w/ Economics Minor
DeMaio Electrical Co., Inc. May 2011 - Present
Pine Grove Associates, Inc. August 2005 - May 2011
Morgan Stanley June 2004 - August 2004
Skills
Valuation, Microsoft Excel, Process Scheduler, Financial Modeling, Portfolio Management, Asset Management, Equities, Fixed Income, Contract Negotiation, Budgets, Hedge Funds, Project Management, Management
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Business Administration - Concentrated in Finance w/ Economics Minor
Chris Kerns Chris Kerns's Morgan Stanley Experience April 2012 - Present
Job Fixed Income @ Morgan Stanley Institutional
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Tradeco Securities November 2010 - April 2012
Schonfeld Securities April 2002 - October 2010
Morgan Stanley Smith Barney January 1999 - April 2002
Education
University of Delaware 1994 — 1998
BS, Finance
Morgan Stanley April 2012 - Present
Tradeco Securities November 2010 - April 2012
Schonfeld Securities April 2002 - October 2010
Morgan Stanley Smith Barney January 1999 - April 2002
Education
University of Delaware 1994 — 1998
BS, Finance
Erin Zegar's Morgan Stanley Experience April 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Nonprofit Organization Management
Experience
Morgan Stanley April 2015 - Present
Delaware Safety Council May 2014 - Present
The Happy Rooster August 2013 - Present
Matilda's Pub & Barbie September 2012 - August 2013
The Crab's Claw Inn April 2006 - August 2012
Skills
Social Media, Social Media Marketing, Advertising, Microsoft Office, Public Speaking, Customer Service, Leadership, Event Management, Sponsorship, Management, Teamwork, Project Planning, PowerPoint, Event Planning, Social Networking, Microsoft Word
Education
University of Delaware 2009 — 2013
Bachelor's Degree, Organizational and Community Leadership
Morgan Stanley April 2015 - Present
Delaware Safety Council May 2014 - Present
The Happy Rooster August 2013 - Present
Matilda's Pub & Barbie September 2012 - August 2013
The Crab's Claw Inn April 2006 - August 2012
Skills
Social Media, Social Media Marketing, Advertising, Microsoft Office, Public Speaking, Customer Service, Leadership, Event Management, Sponsorship, Management, Teamwork, Project Planning, PowerPoint, Event Planning, Social Networking, Microsoft Word
Education
University of Delaware 2009 — 2013
Bachelor's Degree, Organizational and Community Leadership
Ashley Farace Ashley Farace's Morgan Stanley Experience June 2012 - August 2013
Job Media Production
Industry Broadcast Media
Experience
Eastern TV February 2015 - June 2015
6abc/Dunkin Donuts Thanksgiving Day Parade October 2014 - December 2014
Bunim Murray Productions September 2014 - September 2014
ABC - Live Well Network April 2014 - August 2014
ABC-Live Well Network September 2013 - May 2014
WPVI - TV 6abc August 2013 - May 2014
Temple Update, Temple University August 2013 - December 2013
Philadelphia Style Magazine August 2013 - December 2013
Morgan Stanley June 2012 - August 2013
ING Financial Partners November 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Facebook, PowerPoint, Microsoft Word, Finance, Photoshop, InDesign, AP Style, Social Media Marketing, Hosting, Teleprompter, Blogging, News Writing, Social Networking, Social Media, Marketing, Editing, Writing, Television, Broadcast
Education
University of Delaware 2007 — 2011
Bachelor of Science, Management
Temple University 2013 — 2014
Master's degree, Journalism
Eastern TV February 2015 - June 2015
6abc/Dunkin Donuts Thanksgiving Day Parade October 2014 - December 2014
Bunim Murray Productions September 2014 - September 2014
ABC - Live Well Network April 2014 - August 2014
ABC-Live Well Network September 2013 - May 2014
WPVI - TV 6abc August 2013 - May 2014
Temple Update, Temple University August 2013 - December 2013
Philadelphia Style Magazine August 2013 - December 2013
Morgan Stanley June 2012 - August 2013
ING Financial Partners November 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Facebook, PowerPoint, Microsoft Word, Finance, Photoshop, InDesign, AP Style, Social Media Marketing, Hosting, Teleprompter, Blogging, News Writing, Social Networking, Social Media, Marketing, Editing, Writing, Television, Broadcast
Education
University of Delaware 2007 — 2011
Bachelor of Science, Management
Temple University 2013 — 2014
Master's degree, Journalism
Kurt Grelak Kurt Grelak's Morgan Stanley Experience November 2010 - June 2011
Job
Industry Information Technology and Services
Experience
WebMD 2012 - Present
IAL Talent 2001 - 2012
Morgan Stanley November 2010 - June 2011
Virtify, Inc February 2009 - July 2010
TJX Companies 2006 - 2007
Aspen Technology October 2001 - June 2004
Skills
XML, Business Analysis, Agile Methodologies, SDLC, Business Intelligence, Software Development, Project Management, SharePoint, Software Project..., SaaS, Quality Assurance, Enterprise Software, Requirements Analysis, Visio, Management
Education
University of Delaware
BS, Computer Information Sciences
WebMD 2012 - Present
IAL Talent 2001 - 2012
Morgan Stanley November 2010 - June 2011
Virtify, Inc February 2009 - July 2010
TJX Companies 2006 - 2007
Aspen Technology October 2001 - June 2004
Skills
XML, Business Analysis, Agile Methodologies, SDLC, Business Intelligence, Software Development, Project Management, SharePoint, Software Project..., SaaS, Quality Assurance, Enterprise Software, Requirements Analysis, Visio, Management
Education
University of Delaware
BS, Computer Information Sciences
Mary Mauro-Nguyen Mary Mauro-Nguyen's Morgan Stanley Experience June 2007 - July 2008
Job Sr. Consultant at IMA Consulting
Industry Hospital & Health Care
Experience
IMA Consulting June 2012 - Present
IMA Consulting June 2011 - July 2012
IMA Consulting July 2008 - June 2011
Morgan Stanley June 2007 - July 2008
Attilla Wings May 2004 - May 2008
DuPont May 2004 - June 2004
The Rockford Center December 2003 - May 2004
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Consulting, Outlook, Networking
Education
Wilmington University 2007 — 2008
Master's Degree, MBA, Finance
University of Delaware 2002 — 2006
Bachelor's Degree, BS, Marketing
IMA Consulting June 2012 - Present
IMA Consulting June 2011 - July 2012
IMA Consulting July 2008 - June 2011
Morgan Stanley June 2007 - July 2008
Attilla Wings May 2004 - May 2008
DuPont May 2004 - June 2004
The Rockford Center December 2003 - May 2004
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Consulting, Outlook, Networking
Education
Wilmington University 2007 — 2008
Master's Degree, MBA, Finance
University of Delaware 2002 — 2006
Bachelor's Degree, BS, Marketing
Tim Bassett, CFP® Tim Bassett, CFP®'s Morgan Stanley Experience July 2015 - Present
Job Vice President, Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Talmer Bank and Trust July 2011 - July 2015
Morgan Stanley Wealth Management 2007 - 2011
CDW 2006 - 2007
Enterprise Rent-A-Car 2005 - 2006
Skills
Asset Management, Finance, Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Credit
Education
University of Dayton
Morgan Stanley July 2015 - Present
Talmer Bank and Trust July 2011 - July 2015
Morgan Stanley Wealth Management 2007 - 2011
CDW 2006 - 2007
Enterprise Rent-A-Car 2005 - 2006
Skills
Asset Management, Finance, Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Credit
Education
University of Dayton
Ryan Helthall Ryan Helthall's Morgan Stanley Experience June 2010 - August 2010
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2011 - Present
JPMorgan Chase July 2011 - April 2015
University of Delaware August 2010 - May 2011
Morgan Stanley June 2010 - August 2010
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance/Accounting; Economics
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Accounting/Finance
SPARTA HIGH SCHOOL 2003 — 2007
JPMorgan Chase & Co. July 2011 - Present
JPMorgan Chase July 2011 - April 2015
University of Delaware August 2010 - May 2011
Morgan Stanley June 2010 - August 2010
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance/Accounting; Economics
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Accounting/Finance
SPARTA HIGH SCHOOL 2003 — 2007
Tracey Pirrie's Morgan Stanley Experience 1995 - 1998
Job Managing Director: Ashton Lane Group, Inc
Industry Capital Markets
Experience
Ashton Lane Group, Inc 2004 - Present
Swiss Re Financial Products 2003 - 2005
ABN Amro 1998 - 2003
Morgan Stanley 1995 - 1998
PaineWebber 1996 - 1997
Education
Mishkah University
University of Delaware
Ashton Lane Group, Inc 2004 - Present
Swiss Re Financial Products 2003 - 2005
ABN Amro 1998 - 2003
Morgan Stanley 1995 - 1998
PaineWebber 1996 - 1997
Education
Mishkah University
University of Delaware
Stefanie Tushin Peters's Morgan Stanley Experience June 2014 - Present
Job Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
William Caram, CFA's Morgan Stanley Experience July 2002 - August 2005
Job Fiscal Manager at COIC
Industry Financial Services
Experience
Central Oregon Intergovernmental Council June 2014 - Present
UBS Financial Services, Inc. August 2005 - May 2014
Morgan Stanley July 2002 - August 2005
Education
University of Delaware 1995 — 1999
Central Oregon Intergovernmental Council June 2014 - Present
UBS Financial Services, Inc. August 2005 - May 2014
Morgan Stanley July 2002 - August 2005
Education
University of Delaware 1995 — 1999
Glenn Towles's Morgan Stanley Experience September 2014 - Present
Job Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley May 2012 - August 2014
Morgan Stanley 2011 - 2012
Morgan Stanley 2010 - 2011
Citi 2007 - 2010
Citi 2004 - 2007
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investments, Retirement, Asset Allocation, Securities, Strategic Financial..., Insurance, Equities, Portfolio Management, Financial Services, 401k, Alternative Investments, Investment Advisory
Education
University of Delaware 1997 — 2001
Morgan Stanley September 2014 - Present
Morgan Stanley May 2012 - August 2014
Morgan Stanley 2011 - 2012
Morgan Stanley 2010 - 2011
Citi 2007 - 2010
Citi 2004 - 2007
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investments, Retirement, Asset Allocation, Securities, Strategic Financial..., Insurance, Equities, Portfolio Management, Financial Services, 401k, Alternative Investments, Investment Advisory
Education
University of Delaware 1997 — 2001
Andrew Casella, CFA's Morgan Stanley Experience January 2006 - August 2008
Job Senior Vice President, Capital Structure Research at Imperial Capital LLC
Industry Financial Services
Experience
Imperial Capital, LLC March 2010 - Present
Goldman Sachs August 2008 - February 2010
Morgan Stanley January 2006 - August 2008
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Investments, Capital Markets, Fixed Income, Product Control, Equity Valuation, Special Situations, Distressed Debt, Credit Analysis, Series 7
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Magna Cum Laude, Accounting and Finance, 3.8
Hunterdon Central Regional High School
Hunterdon Central Regional High School
Imperial Capital, LLC March 2010 - Present
Goldman Sachs August 2008 - February 2010
Morgan Stanley January 2006 - August 2008
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Investments, Capital Markets, Fixed Income, Product Control, Equity Valuation, Special Situations, Distressed Debt, Credit Analysis, Series 7
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Magna Cum Laude, Accounting and Finance, 3.8
Hunterdon Central Regional High School
Hunterdon Central Regional High School
Larry Burns's Morgan Stanley Experience May 2003 - February 2011
Job Vice President at Evolution Markets Inc.
Industry Oil & Energy
Experience
Evolution Markets Inc. July 2014 - Present
GFI Brokers June 2011 - June 2014
Morgan Stanley May 2003 - February 2011
SMITH BARNEY April 2000 - May 2003
Education
University of Delaware 1995 — 1999
Bachelor of Arts, CJ
Evolution Markets Inc. July 2014 - Present
GFI Brokers June 2011 - June 2014
Morgan Stanley May 2003 - February 2011
SMITH BARNEY April 2000 - May 2003
Education
University of Delaware 1995 — 1999
Bachelor of Arts, CJ
Carolyn Hurley's Morgan Stanley Experience June 2005 - July 2007
Job Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo August 2007 - Present
Morgan Stanley June 2005 - July 2007
Citigroup December 2003 - June 2005
Chubb Insurance Company April 1996 - December 2003
Skills
Capital Markets, Corporate Law, Insurance, Securities, Fixed Income, Series 7, Due Diligence, Private Equity, Equities, Investment Banking, Mergers & Acquisitions, Investments, Corporate Finance, Derivatives, Corporate Governance, Series 63, Asset Management, Risk Management, Banking, FINRA, Hedge Funds
Education
University of Delaware
Wells Fargo August 2007 - Present
Morgan Stanley June 2005 - July 2007
Citigroup December 2003 - June 2005
Chubb Insurance Company April 1996 - December 2003
Skills
Capital Markets, Corporate Law, Insurance, Securities, Fixed Income, Series 7, Due Diligence, Private Equity, Equities, Investment Banking, Mergers & Acquisitions, Investments, Corporate Finance, Derivatives, Corporate Governance, Series 63, Asset Management, Risk Management, Banking, FINRA, Hedge Funds
Education
University of Delaware
Sari Gluckman's Morgan Stanley Experience 2000 - 2004
Job Senior Marketing Manager
Industry Accounting
Experience
Friedman LLP January 2014 - Present
CohnReznick LLP January 2007 - December 2013
REFCO 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Coaching, Event Management, Marketing Strategy, Project Management, Marketing Communications, Market Research, Marketing, Business Development, Retail, Strategy, Management Consulting, Budgets, Business Strategy
Education
University of Delaware 1996 — 2000
Bachelor of Science, Business Administration, International Business
Friedman LLP January 2014 - Present
CohnReznick LLP January 2007 - December 2013
REFCO 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Coaching, Event Management, Marketing Strategy, Project Management, Marketing Communications, Market Research, Marketing, Business Development, Retail, Strategy, Management Consulting, Budgets, Business Strategy
Education
University of Delaware 1996 — 2000
Bachelor of Science, Business Administration, International Business
Amy P. Devlin, CPA's Morgan Stanley Experience August 2000 - June 2004
Job Client Service Director at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group June 2010 - Present
BlackRock October 2008 - May 2010
The Siegfried Group September 2004 - October 2008
Morgan Stanley August 2000 - June 2004
PricewaterhouseCoopers (PwC) 1998 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Sarbanes-Oxley Act, US GAAP, Forecasting, GAAP, Financial Accounting, CPA, Finance, IFRS, Budgets
Education
University of Delaware 1994 — 1998
Bachelor of Arts (B.A.), Accounting
The Siegfried Group June 2010 - Present
BlackRock October 2008 - May 2010
The Siegfried Group September 2004 - October 2008
Morgan Stanley August 2000 - June 2004
PricewaterhouseCoopers (PwC) 1998 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Sarbanes-Oxley Act, US GAAP, Forecasting, GAAP, Financial Accounting, CPA, Finance, IFRS, Budgets
Education
University of Delaware 1994 — 1998
Bachelor of Arts (B.A.), Accounting
Thomas Horning, CFA's Morgan Stanley Experience 2001 - 2004
Job Vice President at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Asset Management 2004 - Present
Morgan Stanley 2001 - 2004
Skills
CFA Charterholder, FINRA Series 7, 66, 31, Alternative Investments, Securities, Portfolio Management, Business Development, Investment Strategies, Equities, Hedge Funds, Series 7, Series 63, Bloomberg, Derivatives, Fixed Income, Asset Allocation, Mutual Funds, Capital Markets, Investments, Asset Management, Relationship Management, Chartered Financial...
Education
University of Delaware 1996 — 2000
BS, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BNY Mellon Asset Management 2004 - Present
Morgan Stanley 2001 - 2004
Skills
CFA Charterholder, FINRA Series 7, 66, 31, Alternative Investments, Securities, Portfolio Management, Business Development, Investment Strategies, Equities, Hedge Funds, Series 7, Series 63, Bloomberg, Derivatives, Fixed Income, Asset Allocation, Mutual Funds, Capital Markets, Investments, Asset Management, Relationship Management, Chartered Financial...
Education
University of Delaware 1996 — 2000
BS, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Gary Lieberman, CFA's Morgan Stanley Experience 1996 - 2006
Job Senior Healthcare ServicesFacilities Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securites March 2009 - Present
Stanford Group Company September 2006 - March 2009
Morgan Stanley 1996 - 2006
JP Morgan 1991 - 1995
Security Archives and Storage Company 1988 - 1988
Education
University of Delaware 1987 — 1991
BSBA, Finance, Operations, MIS
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Finance, Operations, MIS
EBHS
Wells Fargo Securites March 2009 - Present
Stanford Group Company September 2006 - March 2009
Morgan Stanley 1996 - 2006
JP Morgan 1991 - 1995
Security Archives and Storage Company 1988 - 1988
Education
University of Delaware 1987 — 1991
BSBA, Finance, Operations, MIS
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Finance, Operations, MIS
EBHS
Lauren Hoard's Morgan Stanley Experience January 2011 - Present
Job at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2011 - Present
Herald National Bank October 2008 - January 2011
Flyer Enterprises 2004 - 2008
Gatorade and Propel May 2007 - August 2007
Education
University of Dayton 2004 — 2008
B.A. Business
Morgan Stanley January 2011 - Present
Herald National Bank October 2008 - January 2011
Flyer Enterprises 2004 - 2008
Gatorade and Propel May 2007 - August 2007
Education
University of Dayton 2004 — 2008
B.A. Business
Jose Peruyero's Morgan Stanley Experience AssociateSalomon Brothers1997 - 1998
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley AssociateSalomon Brothers1997 - 1998
Education
University of Delaware 1984 — 1988
Morgan Stanley AssociateSalomon Brothers1997 - 1998
Education
University of Delaware 1984 — 1988
Todd Fenstermaker, CEP's Morgan Stanley Experience March 2001 - July 2003
Job Helping Businesses Manage Energy Spend | Account Manager at Talen Energy
Industry Oil & Energy
Experience
Talen Energy June 2015 - Present
PPL EnergyPlus November 2013 - June 2015
Constellation Energy September 2007 - November 2013
Lasko Products July 2003 - September 2007
Morgan Stanley March 2001 - July 2003
Skills
Account Management, Energy, Sales Operations, New Business Development, Salesforce.com, Business Development, Negotiation, Process Improvement, Sales, Marketing, Direct Sales, Customer Service, Strategic Planning, Energy Industry, Demand Response, Natural Gas, Energy Efficiency, Commodity Markets, Sales Process, Energy Markets, Management, Electricity Markets, Energy Management
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Marketing
Strath Haven High School 1992 — 1996
Talen Energy June 2015 - Present
PPL EnergyPlus November 2013 - June 2015
Constellation Energy September 2007 - November 2013
Lasko Products July 2003 - September 2007
Morgan Stanley March 2001 - July 2003
Skills
Account Management, Energy, Sales Operations, New Business Development, Salesforce.com, Business Development, Negotiation, Process Improvement, Sales, Marketing, Direct Sales, Customer Service, Strategic Planning, Energy Industry, Demand Response, Natural Gas, Energy Efficiency, Commodity Markets, Sales Process, Energy Markets, Management, Electricity Markets, Energy Management
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Marketing
Strath Haven High School 1992 — 1996
Linnea Conley's Morgan Stanley Experience January 1999 - January 2001
Job Owner, The Cradlerock Group
Industry Education Management
Experience
The Cradlerock Group January 2001 - Present
Morgan Stanley January 1999 - January 2001
MBNA America (now Bank of America) January 1989 - January 1999
Education
University of Delaware 1987 — 1991
The Cradlerock Group January 2001 - Present
Morgan Stanley January 1999 - January 2001
MBNA America (now Bank of America) January 1989 - January 1999
Education
University of Delaware 1987 — 1991
F. Justin Robinson, MBA's Morgan Stanley Experience July 2011 - June 2014
Job Senior Analyst at Finra
Industry Financial Services
Experience
Finra June 2014 - Present
Morgan Stanley July 2011 - June 2014
Citigroup Inc. May 2007 - November 2010
2003 & 2004 May 2006 - May 2007
Bank of America/MBNA May 2004 - May 2007
Bank of America/MBNA June 2002 - August 2002
Skills
PowerPoint, Banking, Project Management, Finance
Education
University of Delaware
Bachelor of Science, Finance
2011-Wilmington University
MBA, Finance
University of Delaware
B.S, Finance
Wilmington University
Master, Business Administration; Finance
Finra June 2014 - Present
Morgan Stanley July 2011 - June 2014
Citigroup Inc. May 2007 - November 2010
2003 & 2004 May 2006 - May 2007
Bank of America/MBNA May 2004 - May 2007
Bank of America/MBNA June 2002 - August 2002
Skills
PowerPoint, Banking, Project Management, Finance
Education
University of Delaware
Bachelor of Science, Finance
2011-Wilmington University
MBA, Finance
University of Delaware
B.S, Finance
Wilmington University
Master, Business Administration; Finance
Mindi Murray's Morgan Stanley Experience December 2005 - August 2014
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2014 - Present
Morgan Stanley December 2005 - August 2014
NASD June 2001 - December 2005
Skills
Securities, Securities Regulation, FINRA, Risk Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Microsoft Office, Series 7, Strategic Planning, AML, Alternative Investments, Asset Management, Capital Markets, Corporate Finance, Corporate Governance, Derivatives, Due Diligence, Equities, Financial Regulation, Financial Risk, Fixed Income, Insurance, Investment Advisory, Investment Banking, Investments, KYC, Mutual Funds, Operational Risk, Operational Risk..., Prime Brokerage, Private Equity, Series 63, Structured Products, Wealth Management, Financial Services, Hedge Funds, Management, Options, Series 24
Education
Widener University School of Law 1992 — 1995
Doctor of Law (JD), Law
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), Psychology
BNP Paribas August 2014 - Present
Morgan Stanley December 2005 - August 2014
NASD June 2001 - December 2005
Skills
Securities, Securities Regulation, FINRA, Risk Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Microsoft Office, Series 7, Strategic Planning, AML, Alternative Investments, Asset Management, Capital Markets, Corporate Finance, Corporate Governance, Derivatives, Due Diligence, Equities, Financial Regulation, Financial Risk, Fixed Income, Insurance, Investment Advisory, Investment Banking, Investments, KYC, Mutual Funds, Operational Risk, Operational Risk..., Prime Brokerage, Private Equity, Series 63, Structured Products, Wealth Management, Financial Services, Hedge Funds, Management, Options, Series 24
Education
Widener University School of Law 1992 — 1995
Doctor of Law (JD), Law
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Rodney West, PMP's Morgan Stanley Experience November 2007 - May 2010
Job Asst VP IT Business Analyst
Industry Information Technology and Services
Experience
JPMorgan Chase April 2011 - Present
Citi Hedge Fund Services June 2010 - August 2010
Morgan Stanley November 2007 - May 2010
Morgan Stanley August 2004 - November 2007
Morgan Stanley April 2001 - August 2004
Alliance Capital Management/Alliance Bernstein November 1998 - April 2001
Alliance Capital Management February 1998 - November 1998
Skills
Business Analysis, Visio, SDLC, Business Process..., Requirements Gathering, SharePoint, Integration, Project Management, User Acceptance Testing, Analysis, Management, Business Requirements, Business Process, Software Documentation, Fixed Income, Equities, Asset Managment, Financial Services, Risk Management
Education
International Institute for Learning 2008 — 2008
Certified Project Management Professional
The Chubb Institute 2001 — 2002
Certificate, Computer Technical Support
University of Delaware 1993 — 1997
B.S, Business Administration (Finance concentration)
Piscataway High School 1989 — 1993
diploma
JPMorgan Chase April 2011 - Present
Citi Hedge Fund Services June 2010 - August 2010
Morgan Stanley November 2007 - May 2010
Morgan Stanley August 2004 - November 2007
Morgan Stanley April 2001 - August 2004
Alliance Capital Management/Alliance Bernstein November 1998 - April 2001
Alliance Capital Management February 1998 - November 1998
Skills
Business Analysis, Visio, SDLC, Business Process..., Requirements Gathering, SharePoint, Integration, Project Management, User Acceptance Testing, Analysis, Management, Business Requirements, Business Process, Software Documentation, Fixed Income, Equities, Asset Managment, Financial Services, Risk Management
Education
International Institute for Learning 2008 — 2008
Certified Project Management Professional
The Chubb Institute 2001 — 2002
Certificate, Computer Technical Support
University of Delaware 1993 — 1997
B.S, Business Administration (Finance concentration)
Piscataway High School 1989 — 1993
diploma
David Overholser's Morgan Stanley Experience 1999 - 2002
Job Vice President, Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2002 - Present
Morgan Stanley 1999 - 2002
SunTrust Bank 1997 - 1999
University of Dayton 1995 - 1997
Education
University of Dayton 1991 — 1995
Secondary Education, English, Journalism, Speech and Drama
Charles Schwab April 2002 - Present
Morgan Stanley 1999 - 2002
SunTrust Bank 1997 - 1999
University of Dayton 1995 - 1997
Education
University of Dayton 1991 — 1995
Secondary Education, English, Journalism, Speech and Drama
Michelle Hughes's Morgan Stanley Experience May 2007 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Wilmington Trust Company September 2004 - September 2006
Smith Barney Consulting Group August 1994 - September 2004
Education
University of Delaware 1990 — 1994
Bachelor’s Degree, Psychology
Widener University
Master’s Degree, HR Management
Morgan Stanley May 2007 - Present
Wilmington Trust Company September 2004 - September 2006
Smith Barney Consulting Group August 1994 - September 2004
Education
University of Delaware 1990 — 1994
Bachelor’s Degree, Psychology
Widener University
Master’s Degree, HR Management
Sharon Lenzi's Morgan Stanley Experience March 2003 - October 2005
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Chris Mooney, CFA's Morgan Stanley Experience May 2005 - June 2006
Job Corporate Credit Ratings at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's 2006 - Present
Morgan Stanley May 2005 - June 2006
New York Football Giants May 2005 - June 2005
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Ratings, Fixed Income, Capital Markets, Bloomberg, Structured Finance, Corporate Finance, Hedge Funds, Equities, Credit Risk, Valuation, Alternative Investments, Equity Research, Bonds, Portfolio Management, Due Diligence, Derivatives
Education
University of Delaware 2000 — 2004
Bachelor of Science (B.S.), Accounting
Huntington High School 1997 — 2000
Standard & Poor's 2006 - Present
Morgan Stanley May 2005 - June 2006
New York Football Giants May 2005 - June 2005
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Ratings, Fixed Income, Capital Markets, Bloomberg, Structured Finance, Corporate Finance, Hedge Funds, Equities, Credit Risk, Valuation, Alternative Investments, Equity Research, Bonds, Portfolio Management, Due Diligence, Derivatives
Education
University of Delaware 2000 — 2004
Bachelor of Science (B.S.), Accounting
Huntington High School 1997 — 2000
Leslie Swanson's Morgan Stanley Experience January 1992 - December 2001
Job Investment Management Professional
Industry Investment Management
Experience
PNC Bank January 2014 - March 2015
Vanguard Mutual Funds February 2011 - November 2012
National Penn Investors Trust Company November 2008 - September 2009
BB&T, Branch Banking & Trust Company, and First Virginia Bank/ Farmer Bank of Maryland December 2002 - March 2008
Morgan Stanley January 1992 - December 2001
Skills
Investments, Financial Modeling, Asset Management, Portfolio Management, Fixed Income, Equities, Financial Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Active Series 7 license., Active Series 63 license, Passed Series 65..., Active Life Health Ann..., Active Life Health Ann...
Education
University of Delaware 2010 — 2011
CFP, Certified Financial Planner, program
University of Delaware - Lerner College of Business and Economics 1981 — 1983
Masters of Business Administration
Cannon Financial Institute / BB&T
Wealth Management and Trust Sales
University of Delaware
Bachelor of Science (B.S.)
PNC Bank January 2014 - March 2015
Vanguard Mutual Funds February 2011 - November 2012
National Penn Investors Trust Company November 2008 - September 2009
BB&T, Branch Banking & Trust Company, and First Virginia Bank/ Farmer Bank of Maryland December 2002 - March 2008
Morgan Stanley January 1992 - December 2001
Skills
Investments, Financial Modeling, Asset Management, Portfolio Management, Fixed Income, Equities, Financial Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Active Series 7 license., Active Series 63 license, Passed Series 65..., Active Life Health Ann..., Active Life Health Ann...
Education
University of Delaware 2010 — 2011
CFP, Certified Financial Planner, program
University of Delaware - Lerner College of Business and Economics 1981 — 1983
Masters of Business Administration
Cannon Financial Institute / BB&T
Wealth Management and Trust Sales
University of Delaware
Bachelor of Science (B.S.)
Kimberlee Knecht's Morgan Stanley Experience May 2011 - November 2012
Job Licensed Real Estate Salesperson at Compass
Industry Real Estate
Experience
Compass Inc. September 2014 - Present
The Corcoran Group November 2012 - September 2014
Morgan Stanley May 2011 - November 2012
Bank of America June 2009 - May 2011
Delaware Investments, a member of the Macquarie Group June 2007 - August 2007
Beacon Commercial Real Estate June 2006 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Real Estate, Corporate Finance, Banking, Real Estate Transactions, Real Estate Staging, Real Estate Development, Commercial Real Estate
Education
University of Delaware 2005 — 2009
BS, Finance and Marketing
The Episcopal Academy 1993 — 2005
High School
Compass Inc. September 2014 - Present
The Corcoran Group November 2012 - September 2014
Morgan Stanley May 2011 - November 2012
Bank of America June 2009 - May 2011
Delaware Investments, a member of the Macquarie Group June 2007 - August 2007
Beacon Commercial Real Estate June 2006 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Real Estate, Corporate Finance, Banking, Real Estate Transactions, Real Estate Staging, Real Estate Development, Commercial Real Estate
Education
University of Delaware 2005 — 2009
BS, Finance and Marketing
The Episcopal Academy 1993 — 2005
High School
Bob Stever's Morgan Stanley Experience September 2004 - June 2007
Job Investor Relations at Prologue Capital
Industry Financial Services
Experience
Prologue Capital September 2014 - Present
FRM/Man Investments August 2010 - September 2014
Spring Mountain Capital June 2007 - August 2010
Morgan Stanley September 2004 - June 2007
Price Waterhouse Coopers September 2002 - September 2004
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Fund Of Funds, Global Macro, Structured Finance, Asset Management, Investment Strategies, Portfolio Management, Prime Brokerage, Bloomberg
Education
University of Delaware 1998 — 2002
BS, Accounting and Economics
Prologue Capital September 2014 - Present
FRM/Man Investments August 2010 - September 2014
Spring Mountain Capital June 2007 - August 2010
Morgan Stanley September 2004 - June 2007
Price Waterhouse Coopers September 2002 - September 2004
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Fund Of Funds, Global Macro, Structured Finance, Asset Management, Investment Strategies, Portfolio Management, Prime Brokerage, Bloomberg
Education
University of Delaware 1998 — 2002
BS, Accounting and Economics
Peter Vasiliadis's Morgan Stanley Experience January 2004 - Present
Job Managing Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2004 - Present
Education
University of Delaware
Morgan Stanley January 2004 - Present
Education
University of Delaware
Andrew Schwartz's Morgan Stanley Experience January 1996 - March 2005
Job Global Head of Credit at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securies July 2015 - Present
RBC Capital Markets January 2009 - April 2015
Lehman Brothers April 2005 - November 2008
Morgan Stanley January 1996 - March 2005
Skills
Fixed Income, Investment Banking, Mutual Funds, Sales Management, Syndicate, Sales, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Markets, Emerging Markets, High Yield, Private Equity, Loans, Syndications, Structured Products, Structured Finance, Valuation, Investments, Derivatives
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, Marketing, MIS
Guggenheim Securies July 2015 - Present
RBC Capital Markets January 2009 - April 2015
Lehman Brothers April 2005 - November 2008
Morgan Stanley January 1996 - March 2005
Skills
Fixed Income, Investment Banking, Mutual Funds, Sales Management, Syndicate, Sales, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Markets, Emerging Markets, High Yield, Private Equity, Loans, Syndications, Structured Products, Structured Finance, Valuation, Investments, Derivatives
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, Marketing, MIS
Stephanie Devita's Morgan Stanley Experience November 2006 - Present
Job Sales and Trading Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2006 - Present
Citigroup August 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Education
University of Delaware 1999 — 2003
Morgan Stanley November 2006 - Present
Citigroup August 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Education
University of Delaware 1999 — 2003
Kristopher St.Clair's Morgan Stanley Experience January 2003 - January 2007
Job at
Industry Construction
Experience
Skanska USA August 2014 - Present
Skanska USA Building Inc. March 2014 - September 2014
Skanska USA Building Inc. June 2013 - June 2014
Skanska USA Building Inc. June 2011 - June 2013
Consultant November 2009 - December 2010
James G. Kennedy & Co. February 2007 - 2009
Morgan Stanley January 2003 - January 2007
Lehman Brothers Bank January 2002 - January 2003
GAIN Systems/CFSC 1999 - 2001
Skills
Construction Management, Construction, Project Management, Facilities Management, Contract Management, Pre-construction, Program Management, Operations Management, Value Engineering, New Business Development, Change Management, Logistics, Bid Preparation, MS Project, Budgets, Constructability, Contractors, Account Management, Real Estate, Infrastructure, Staff Supervision, Creative Services, Contract Negotiation, Organizational..., Change Orders, LEED, Project Bidding, Renovation, Design-Build, Green Building, Project Planning, Project Coordination, RFI, Construction Safety, High Rise, Framing, Carpentry, MEP, HVAC, Telecommunications, Tenant Improvement, Property Management, Logistics Management, Innovation Management, Innovation Development, Operational Efficiency, Process Efficiency, Cost Management, Procurement, Microsoft Project
Education
University of Delaware
BA, Law/Society
Skanska USA August 2014 - Present
Skanska USA Building Inc. March 2014 - September 2014
Skanska USA Building Inc. June 2013 - June 2014
Skanska USA Building Inc. June 2011 - June 2013
Consultant November 2009 - December 2010
James G. Kennedy & Co. February 2007 - 2009
Morgan Stanley January 2003 - January 2007
Lehman Brothers Bank January 2002 - January 2003
GAIN Systems/CFSC 1999 - 2001
Skills
Construction Management, Construction, Project Management, Facilities Management, Contract Management, Pre-construction, Program Management, Operations Management, Value Engineering, New Business Development, Change Management, Logistics, Bid Preparation, MS Project, Budgets, Constructability, Contractors, Account Management, Real Estate, Infrastructure, Staff Supervision, Creative Services, Contract Negotiation, Organizational..., Change Orders, LEED, Project Bidding, Renovation, Design-Build, Green Building, Project Planning, Project Coordination, RFI, Construction Safety, High Rise, Framing, Carpentry, MEP, HVAC, Telecommunications, Tenant Improvement, Property Management, Logistics Management, Innovation Management, Innovation Development, Operational Efficiency, Process Efficiency, Cost Management, Procurement, Microsoft Project
Education
University of Delaware
BA, Law/Society
Lisa Loudermilk's Morgan Stanley Experience December 1999 - November 2008
Job Independent Consultant Rodan + Fields
Industry Consumer Goods
Experience
Morgan Stanley December 1999 - November 2008
Morgan Stanley Prime Brokerage 1999 - 2008
Education
University of Delaware 1986 — 1990
BSBA, Business Admin - Finance
Morgan Stanley December 1999 - November 2008
Morgan Stanley Prime Brokerage 1999 - 2008
Education
University of Delaware 1986 — 1990
BSBA, Business Admin - Finance
John Pino's Morgan Stanley Experience 2005 - 2009
Job President and Owner JMP Enterprises
Industry Executive Office
Experience
JMP Enterprises Unlimited Inc. 2009 - Present
Morgan Stanley 2005 - 2009
Dean Witter 1986 - 2005
USCG Auxiliary 1995 - 1998
Skills
Executive Management, Project Management, PMP, Program Management, Cross-functional Team..., Service Delivery, Team Leadership, Process Improvement, Business Analysis, USCG Aux Vice Cmdr, Homeland Sec Clearance
Education
MBA Tech Management
Information Technology Project Management
Mariners Learning Center
United States Coast Guard Captain's License
University of Dayton
Bachelor of Science - Business Admin
JMP Enterprises Unlimited Inc. 2009 - Present
Morgan Stanley 2005 - 2009
Dean Witter 1986 - 2005
USCG Auxiliary 1995 - 1998
Skills
Executive Management, Project Management, PMP, Program Management, Cross-functional Team..., Service Delivery, Team Leadership, Process Improvement, Business Analysis, USCG Aux Vice Cmdr, Homeland Sec Clearance
Education
MBA Tech Management
Information Technology Project Management
Mariners Learning Center
United States Coast Guard Captain's License
University of Dayton
Bachelor of Science - Business Admin
Ilyssa Berg's Morgan Stanley Experience November 2004 - December 2010
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
AIG March 2014 - October 2014
The Bank of New York Mellon July 2011 - February 2014
Morgan Stanley November 2004 - December 2010
Skills
Cash Flow Forecasting, Capital Forecasting, Risk Assessment, Liquidity Management, Project Management, Basel III, CCAR, Financial Reporting, Financial Planning, Corporate Finance, Financial Services, US GAAP, Financial Modeling, Financial Markets, Securities
Education
University of Delaware 2000 — 2003
Bachelor of Arts, Political Science
Deutsche Bank November 2014 - Present
AIG March 2014 - October 2014
The Bank of New York Mellon July 2011 - February 2014
Morgan Stanley November 2004 - December 2010
Skills
Cash Flow Forecasting, Capital Forecasting, Risk Assessment, Liquidity Management, Project Management, Basel III, CCAR, Financial Reporting, Financial Planning, Corporate Finance, Financial Services, US GAAP, Financial Modeling, Financial Markets, Securities
Education
University of Delaware 2000 — 2003
Bachelor of Arts, Political Science
Gregg Perry's Morgan Stanley Experience October 2003 - March 2005
Job Owner at Gap, Inc. Gridiron Applicatons and Products
Industry Retail
Experience
Gregg A. Perry Inc. January 1986 - Present
Evergreene Homes - Eastern Shore September 2014 - June 2015
University of Delaware March 2008 - February 2013
Princeton University January 2006 - March 2008
Morgan Stanley October 2003 - March 2005
CB Richard Ellis, Wilmington, DE March 2002 - March 2003
University of Delaware January 1995 - March 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Research, Coaching Staff, Team Leadership, Principal Investments, Public Speaking, Project Planning, Event Planning, Business Planning, Small Business, Small Business Marketing, Program Evaluation, Personnel Management, Personnel Supervision, Personnel Evaluation, Program Management, Operations Management, Public Relations, Personnel Development, Informed Problem Solver, Sports Management, Management, Training, Fundraising, Social Media, Personal Development, Sports, Recruiting, Coaching, Team Building, Customer Service
Education
University of Delaware 1977 — 1979
MSPE - Exercise Physiology, Masters of Science - Exercise Physiology
University of Delaware 1972 — 1976
MSPE77, Bachelor of Science - Physical Education
Gregg A. Perry Inc. January 1986 - Present
Evergreene Homes - Eastern Shore September 2014 - June 2015
University of Delaware March 2008 - February 2013
Princeton University January 2006 - March 2008
Morgan Stanley October 2003 - March 2005
CB Richard Ellis, Wilmington, DE March 2002 - March 2003
University of Delaware January 1995 - March 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Research, Coaching Staff, Team Leadership, Principal Investments, Public Speaking, Project Planning, Event Planning, Business Planning, Small Business, Small Business Marketing, Program Evaluation, Personnel Management, Personnel Supervision, Personnel Evaluation, Program Management, Operations Management, Public Relations, Personnel Development, Informed Problem Solver, Sports Management, Management, Training, Fundraising, Social Media, Personal Development, Sports, Recruiting, Coaching, Team Building, Customer Service
Education
University of Delaware 1977 — 1979
MSPE - Exercise Physiology, Masters of Science - Exercise Physiology
University of Delaware 1972 — 1976
MSPE77, Bachelor of Science - Physical Education
Maria Mignano's Morgan Stanley Experience 1992 - 1995
Job Reference Librarian
Industry Libraries
Experience
Manhasset Public Library April 2015 - Present
Rockville Dermatology October 2004 - March 2015
Comstock, Inc., Stock Photography May 1996 - 1998
Morgan Stanley 1992 - 1995
Skills
Library Science, Excellent written and..., Project Management, Research, Information Literacy, Marketing, Public Speaking, Customer Service, Library Management, Supervisory Skills, Cataloging, Virtual Reference, Electronic Resources, Editing, Collection Development, Library Instruction, Social Media, Community Outreach, Library, Medical Terminology, Dermatology, Patient Advocacy, Database Marketing, Strategic Planning, Databases, Teaching, PowerPoint
Education
CUNY, Queens College 2009 — 2013
MLS, Library and Information Science, 3.975
University of Delaware 1984 — 1988
B.A., Psychology
Ward Melville High School 1981 — 1988
Manhasset Public Library April 2015 - Present
Rockville Dermatology October 2004 - March 2015
Comstock, Inc., Stock Photography May 1996 - 1998
Morgan Stanley 1992 - 1995
Skills
Library Science, Excellent written and..., Project Management, Research, Information Literacy, Marketing, Public Speaking, Customer Service, Library Management, Supervisory Skills, Cataloging, Virtual Reference, Electronic Resources, Editing, Collection Development, Library Instruction, Social Media, Community Outreach, Library, Medical Terminology, Dermatology, Patient Advocacy, Database Marketing, Strategic Planning, Databases, Teaching, PowerPoint
Education
CUNY, Queens College 2009 — 2013
MLS, Library and Information Science, 3.975
University of Delaware 1984 — 1988
B.A., Psychology
Ward Melville High School 1981 — 1988
Justin Hugelen-Padin's Morgan Stanley Experience June 2005 - January 2008
Job Web Developer at Better Business Bureau
Industry Information Technology and Services
Experience
Better Business Bureau February 2015 - Present
American Technology Services, Inc. May 2014 - February 2015
Wheeler Financial LLC November 2012 - May 2014
Plan International February 2012 - September 2012
Peace Corps June 2009 - September 2012
Wheeler Financial LLC January 2008 - June 2009
Morgan Stanley June 2005 - January 2008
Skills
International..., Database Administration, Database Design, Microsoft Office, Software Documentation, French, Grant Writing, Project Management, Community Development, Program Evaluation, Financial Analysis, Policy Analysis, International Relations, Data Analysis, CRM, Databases, VBA, VB.NET, Visual Basic, C#, Entity Framework, Finance, JavaScript, Access Database, MySQL, Java, Software Project..., Software Development, Sustainable Development, Investment Banking, Commodity Markets, Fixed Income Portfolio..., Portfolio Management, Access, Nonprofits
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Better Business Bureau February 2015 - Present
American Technology Services, Inc. May 2014 - February 2015
Wheeler Financial LLC November 2012 - May 2014
Plan International February 2012 - September 2012
Peace Corps June 2009 - September 2012
Wheeler Financial LLC January 2008 - June 2009
Morgan Stanley June 2005 - January 2008
Skills
International..., Database Administration, Database Design, Microsoft Office, Software Documentation, French, Grant Writing, Project Management, Community Development, Program Evaluation, Financial Analysis, Policy Analysis, International Relations, Data Analysis, CRM, Databases, VBA, VB.NET, Visual Basic, C#, Entity Framework, Finance, JavaScript, Access Database, MySQL, Java, Software Project..., Software Development, Sustainable Development, Investment Banking, Commodity Markets, Fixed Income Portfolio..., Portfolio Management, Access, Nonprofits
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Greg Weachock's Morgan Stanley Experience June 2011 - September 2012
Job Vice President. Sr. Philanthropic Officer, U.S. Trust, Bank of America Private Wealth Managet
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
Pat O'Mara's Morgan Stanley Experience May 2012 - May 2013
Job Treasury at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group September 2015 - Present
Cantor Fitzgerald May 2013 - Present
Morgan Stanley May 2012 - May 2013
Bank of New York Mellon Financial Corporation January 2011 - May 2012
Raymond James June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Management, Investments, Securities, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Dayton 2006 — 2010
Marketing, Finance, Business Administration
Fortress Investment Group September 2015 - Present
Cantor Fitzgerald May 2013 - Present
Morgan Stanley May 2012 - May 2013
Bank of New York Mellon Financial Corporation January 2011 - May 2012
Raymond James June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Management, Investments, Securities, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Dayton 2006 — 2010
Marketing, Finance, Business Administration
Andrew Kramer's Morgan Stanley Experience January 2010 - February 2011
Job Senior Director, Performance Operations at Millennial Media
Industry Online Media
Experience
Millennial Media January 2015 - Present
Millennial Media January 2013 - December 2014
Millennial Media July 2012 - December 2012
Millennial Media February 2011 - July 2012
Morgan Stanley January 2010 - February 2011
Ameriprise Financial Services, Inc. June 2006 - August 2008
Skills
Business Analysis, Mobile Advertising, Microsoft Excel, Operations Management, Forecasting, Process Optimization, Optimizations, Finance, Analytics, Pricing Analysis, Advertising, Sales, Management, Analysis, Team Leadership
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
B.S., Finance
Millennial Media January 2015 - Present
Millennial Media January 2013 - December 2014
Millennial Media July 2012 - December 2012
Millennial Media February 2011 - July 2012
Morgan Stanley January 2010 - February 2011
Ameriprise Financial Services, Inc. June 2006 - August 2008
Skills
Business Analysis, Mobile Advertising, Microsoft Excel, Operations Management, Forecasting, Process Optimization, Optimizations, Finance, Analytics, Pricing Analysis, Advertising, Sales, Management, Analysis, Team Leadership
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
B.S., Finance
Rich Vega's Morgan Stanley Experience 2006 - 2009
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte & Touche LLP 2009 - Present
Deloitte 2009 - 2011
Morgan Stanley 2006 - 2009
Skills
Financial Analysis, Business Analysis, Risk Management, Process Improvement, Financial Reporting, Project Management, Strategic Planning, Financial Services, Change Management, Financial Modeling, Government, Management Consulting, Mergers
Education
University of Dayton 2000 — 2004
Bachelor's degree, Finance
Deloitte & Touche LLP 2009 - Present
Deloitte 2009 - 2011
Morgan Stanley 2006 - 2009
Skills
Financial Analysis, Business Analysis, Risk Management, Process Improvement, Financial Reporting, Project Management, Strategic Planning, Financial Services, Change Management, Financial Modeling, Government, Management Consulting, Mergers
Education
University of Dayton 2000 — 2004
Bachelor's degree, Finance
Brian Glanz's Morgan Stanley Experience May 2011 - Present
Job Vice President Investment Advisor Research, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Mid Atlantic Hedge Fund Association 2007 - 2011
NewMarket Capital Partners September 2007 - October 2009
City of Philadelphia Board of Pensions and Retirement September 2001 - September 2007
US Trust Company January 1999 - September 2001
Skills
Alternative Investments, Hedge Funds, Asset Management, Fund Of Funds, Investment Strategies, Equities, Series 7, Investments, Portfolio Management, Private Equity
Education
University of Delaware 1991 — 1995
Bachelor, Finance
Morgan Stanley May 2011 - Present
Mid Atlantic Hedge Fund Association 2007 - 2011
NewMarket Capital Partners September 2007 - October 2009
City of Philadelphia Board of Pensions and Retirement September 2001 - September 2007
US Trust Company January 1999 - September 2001
Skills
Alternative Investments, Hedge Funds, Asset Management, Fund Of Funds, Investment Strategies, Equities, Series 7, Investments, Portfolio Management, Private Equity
Education
University of Delaware 1991 — 1995
Bachelor, Finance
Andy Tracy's Morgan Stanley Experience February 2010 - June 2012
Job AVP Sr Operations Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - August 2014
Morgan Stanley February 2010 - June 2012
U.S. Bank September 2008 - February 2010
Merrill Lynch September 2006 - August 2008
Skills
Wealth Management, Investments, Retirement Planning, Equities, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Securities, Investment Advisory, Asset Management
Education
University of Dayton 2002 — 2006
Bachelor of Science (BS), Economics
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - August 2014
Morgan Stanley February 2010 - June 2012
U.S. Bank September 2008 - February 2010
Merrill Lynch September 2006 - August 2008
Skills
Wealth Management, Investments, Retirement Planning, Equities, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Securities, Investment Advisory, Asset Management
Education
University of Dayton 2002 — 2006
Bachelor of Science (BS), Economics
Celia Panzer's Morgan Stanley Experience January 1987 - June 1997
Job Solutions Provider for Investment Management and Retirement Plans for Individuals and Small Businesses.
Industry Financial Services
Experience
Wealth Management of Delaware Valley, LLC June 2012 - Present
LifeMark Securities Corp April 2012 - Present
Janney Montgomery Scott July 1997 - October 2001
Morgan Stanley January 1987 - June 1997
Skills
Customer Service, Business Strategy, Investments, Sales, Entrepreneurship, Team Leadership, Small Business, Retirement Planning, Financial Services, Mutual Funds, Management, Portfolio Management, Securities, Wealth Management, Market Research, Insurance, Financial Analysis, Business Planning, Strategic Planning, Risk Management, Strategic Financial..., Leadership, Business Development, Strategy, Start-ups, Banking, Financial Planning, Team Building, Social Media, Marketing, Social Media Marketing, Public Speaking, Social Networking, Finance, Retirement, Asset Management, Financial Advisory, Marketing Strategy, Microsoft Office
Education
University of Delaware 1979 — 1984
BA/BS, Economics and Technical Writing
Wealth Management of Delaware Valley, LLC June 2012 - Present
LifeMark Securities Corp April 2012 - Present
Janney Montgomery Scott July 1997 - October 2001
Morgan Stanley January 1987 - June 1997
Skills
Customer Service, Business Strategy, Investments, Sales, Entrepreneurship, Team Leadership, Small Business, Retirement Planning, Financial Services, Mutual Funds, Management, Portfolio Management, Securities, Wealth Management, Market Research, Insurance, Financial Analysis, Business Planning, Strategic Planning, Risk Management, Strategic Financial..., Leadership, Business Development, Strategy, Start-ups, Banking, Financial Planning, Team Building, Social Media, Marketing, Social Media Marketing, Public Speaking, Social Networking, Finance, Retirement, Asset Management, Financial Advisory, Marketing Strategy, Microsoft Office
Education
University of Delaware 1979 — 1984
BA/BS, Economics and Technical Writing
Joseph Ferrarese's Morgan Stanley Experience July 1988 - April 2005
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
Vesel Interactive August 2014 - April 2015
Olivetree Securities February 2012 - November 2012
Deutsche Bank April 2005 - August 2011
Morgan Stanley July 1988 - April 2005
Skills
Equity Trading, Sales, Equities, Hedge Funds, Trading, Bloomberg, ETFs, Management, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Financial Risk, Electronic Trading, Finance, Investment Banking
Education
University of Delaware 1984 — 1988
Bachelor of Arts, Political Science & Economics
Guggenheim Partners May 2015 - Present
Vesel Interactive August 2014 - April 2015
Olivetree Securities February 2012 - November 2012
Deutsche Bank April 2005 - August 2011
Morgan Stanley July 1988 - April 2005
Skills
Equity Trading, Sales, Equities, Hedge Funds, Trading, Bloomberg, ETFs, Management, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Financial Risk, Electronic Trading, Finance, Investment Banking
Education
University of Delaware 1984 — 1988
Bachelor of Arts, Political Science & Economics
Philip Spillane, CFA's Morgan Stanley Experience May 1999 - October 2004
Job .
Industry Oil & Energy
Experience
Agera Energy June 2014 - Present
Drogue Capital August 2013 - Present
Star Energy Partners December 2012 - July 2013
Glacial Energy December 2008 - December 2012
Advest Bank and Trust June 2005 - December 2005
John Herold October 2004 - June 2005
Morgan Stanley May 1999 - October 2004
Skills
Natural Gas, Energy Markets, Business Strategy, Energy, Commodity Markets, Financial Modeling, Team Management, Hedging, Risk Management, Cross-functional Team..., Leadership, Market Analysis, Strategy, Forecasting, Energy Industry, Renewable Energy, Mergers & Acquisitions, Electricity Markets, Commodity, Demand Response, Trading, Energy Efficiency, Energy Management, Due Diligence, Deregulation, Energy Policy, Financial Analysis, Trading Strategies, Trading Systems, PJM, Start-ups
Education
The University of Connecticut 1996 — 1999
BA
University of Hartford
MBA Finance Matriculated
Agera Energy June 2014 - Present
Drogue Capital August 2013 - Present
Star Energy Partners December 2012 - July 2013
Glacial Energy December 2008 - December 2012
Advest Bank and Trust June 2005 - December 2005
John Herold October 2004 - June 2005
Morgan Stanley May 1999 - October 2004
Skills
Natural Gas, Energy Markets, Business Strategy, Energy, Commodity Markets, Financial Modeling, Team Management, Hedging, Risk Management, Cross-functional Team..., Leadership, Market Analysis, Strategy, Forecasting, Energy Industry, Renewable Energy, Mergers & Acquisitions, Electricity Markets, Commodity, Demand Response, Trading, Energy Efficiency, Energy Management, Due Diligence, Deregulation, Energy Policy, Financial Analysis, Trading Strategies, Trading Systems, PJM, Start-ups
Education
The University of Connecticut 1996 — 1999
BA
University of Hartford
MBA Finance Matriculated
Edmond Sannini's Morgan Stanley Experience 2004 - Present
Job
Industry
Experience
Morgan Stanley. 2004 - Present
Freddie Mac November 2001 - April 2004
J.P. Morgan February 1984 - October 2001
PwC August 1978 - February 1984
Education
University of Delaware 1974 — 1978
BS Accounting
Morgan Stanley. 2004 - Present
Freddie Mac November 2001 - April 2004
J.P. Morgan February 1984 - October 2001
PwC August 1978 - February 1984
Education
University of Delaware 1974 — 1978
BS Accounting
gerald marquez's Morgan Stanley Experience December 2005 - February 2009
Job Senior Investment Consultant, CFP®, CPWA®, CIMA® at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley December 2005 - February 2009
Legg Mason April 1990 - December 2005
Morgan Stanley September 1985 - April 1990
Skills
Investments, Process Improvement, Analysis, Series 7, Business Development, Finance, Strategic Planning, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Financial Modeling
Education
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History Major Biology Minor
Robert W. Baird & Co. March 2009 - Present
Morgan Stanley December 2005 - February 2009
Legg Mason April 1990 - December 2005
Morgan Stanley September 1985 - April 1990
Skills
Investments, Process Improvement, Analysis, Series 7, Business Development, Finance, Strategic Planning, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Financial Modeling
Education
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History
University of Delaware 1977 — 1982
Bachelor of Arts (B.A.), History Major Biology Minor
Aaron Heck's Morgan Stanley Experience July 2013 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Citi June 2007 - July 2013
Relax The Back Franchise May 1996 - June 2007
University of Delaware September 2005 - May 2007
Skills
Microsoft Office, VBA, MIS, Reconciliation, Business Analysis, Small Business, Critical Chain Project..., Process Management, People Management, Corporate Communications, Intercultural..., Customer Support, Management, Marketing, Strategic Planning, Banking, Risk Management, Financial Analysis, Process Improvement, Project Management
Education
University of Delaware 2005 — 2007
Master of Business Administration, Finance, Management
University of Delaware 2005 — 2007
Master of Business Administration, Finance, Management
Morgan Stanley July 2013 - Present
Citi June 2007 - July 2013
Relax The Back Franchise May 1996 - June 2007
University of Delaware September 2005 - May 2007
Skills
Microsoft Office, VBA, MIS, Reconciliation, Business Analysis, Small Business, Critical Chain Project..., Process Management, People Management, Corporate Communications, Intercultural..., Customer Support, Management, Marketing, Strategic Planning, Banking, Risk Management, Financial Analysis, Process Improvement, Project Management
Education
University of Delaware 2005 — 2007
Master of Business Administration, Finance, Management
University of Delaware 2005 — 2007
Master of Business Administration, Finance, Management
Francis Poli's Morgan Stanley Experience September 2007 - September 2008
Job Commodity Futures Operations at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2009 - Present
Morgan Stanley September 2007 - September 2008
Skills
Microsoft Office, Research, Access, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Futures Trading, Problem Solving
Education
University of Delaware 2003 — 2007
Bachelor's degree, History
Chaminade High School
BNP Paribas March 2009 - Present
Morgan Stanley September 2007 - September 2008
Skills
Microsoft Office, Research, Access, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Futures Trading, Problem Solving
Education
University of Delaware 2003 — 2007
Bachelor's degree, History
Chaminade High School
Dan Stedman's Morgan Stanley Experience January 2004 - January 2007
Job Customer Service Operations
Industry Financial Services
Experience
Progressive Leasing November 2014 - Present
Affinion Group 2012 - 2012
Groupon January 2010 - January 2011
American Motorcyclist Association January 2010 - January 2011
CONNEXTIONS, Inc January 2009 - January 2010
Self January 2008 - January 2008
Discover Financial Services January 2007 - January 2008
Discover Financial Services January 1997 - January 2008
Morgan Stanley January 2004 - January 2007
Discover Financial Services January 2001 - January 2004
Skills
Data Analysis, Management, Recruiting, New Business Development, Call Centers, Sales, Strategy, Credit Cards, Employee Benefits, Business Development, Call Center, Leadership, Business Analysis, Business Strategy, Team Building, Strategic Planning, Sales Management, Operations Management, Change Management, Customer Retention, Account Management, Financial Services, Banking, Mergers & Acquisitions, Risk Management, Marketing, Process Improvement, CRM, Program Management, Relationship Management, Customer Experience, Customer Service, Analytics, Vendor Management, Executive Management, Credit, Portfolio Management, Forecasting, Analysis, Financial Analysis, Business Process...
Education
University of Delaware
University of Delaware
Bachelor of Science, Agricultural Economics
Progressive Leasing November 2014 - Present
Affinion Group 2012 - 2012
Groupon January 2010 - January 2011
American Motorcyclist Association January 2010 - January 2011
CONNEXTIONS, Inc January 2009 - January 2010
Self January 2008 - January 2008
Discover Financial Services January 2007 - January 2008
Discover Financial Services January 1997 - January 2008
Morgan Stanley January 2004 - January 2007
Discover Financial Services January 2001 - January 2004
Skills
Data Analysis, Management, Recruiting, New Business Development, Call Centers, Sales, Strategy, Credit Cards, Employee Benefits, Business Development, Call Center, Leadership, Business Analysis, Business Strategy, Team Building, Strategic Planning, Sales Management, Operations Management, Change Management, Customer Retention, Account Management, Financial Services, Banking, Mergers & Acquisitions, Risk Management, Marketing, Process Improvement, CRM, Program Management, Relationship Management, Customer Experience, Customer Service, Analytics, Vendor Management, Executive Management, Credit, Portfolio Management, Forecasting, Analysis, Financial Analysis, Business Process...
Education
University of Delaware
University of Delaware
Bachelor of Science, Agricultural Economics
Harrison Bartlett's Morgan Stanley Experience February 2007 - March 2011
Job Investment Advisory Professional
Industry Financial Services
Experience
PNC Investments 2011 - 2012
Morgan Stanley February 2007 - March 2011
PNC Investments June 2004 - February 2007
PNC Investments June 2003 - June 2004
Skills
Investment Advisory and..., Trading and Operations, Portfolio Risk..., Financial Product..., Strategic Financial..., Client Development, Marketing Strategy, Revenue Enhancement, Goal-oriented..., Team-oriented, Dependable Team Player, Risk Management, Portfolio Management, Asset Allocation, Investments, Equities, Series 7
Education
University of Delaware 1999 — 2003
Bachelor of Science in Business Administration, Finance
Canevin Catholic H.S. 1995 — 1999
PNC Investments 2011 - 2012
Morgan Stanley February 2007 - March 2011
PNC Investments June 2004 - February 2007
PNC Investments June 2003 - June 2004
Skills
Investment Advisory and..., Trading and Operations, Portfolio Risk..., Financial Product..., Strategic Financial..., Client Development, Marketing Strategy, Revenue Enhancement, Goal-oriented..., Team-oriented, Dependable Team Player, Risk Management, Portfolio Management, Asset Allocation, Investments, Equities, Series 7
Education
University of Delaware 1999 — 2003
Bachelor of Science in Business Administration, Finance
Canevin Catholic H.S. 1995 — 1999
Timothy An's Morgan Stanley Experience July 2013 - September 2013
Job Treasury Associate
Industry Real Estate
Experience
Related Companies November 2014 - Present
Related Companies December 2013 - October 2014
Aristeia Capital 2012 - December 2013
Morgan Stanley July 2013 - September 2013
Skills
Account Reconciliation, Financial Reporting, Finance, Financial Analysis, Accounting, Financial Accounting, Financial Modeling, Internal Controls, Auditing, General Ledger, Accounts Payable, Sarbanes-Oxley Act, Corporate Finance, Variance Analysis, Accounts Receivable, Tax
Education
University of Delaware 2009 — 2013
Bachelor of Science (BS), Finance
Related Companies November 2014 - Present
Related Companies December 2013 - October 2014
Aristeia Capital 2012 - December 2013
Morgan Stanley July 2013 - September 2013
Skills
Account Reconciliation, Financial Reporting, Finance, Financial Analysis, Accounting, Financial Accounting, Financial Modeling, Internal Controls, Auditing, General Ledger, Accounts Payable, Sarbanes-Oxley Act, Corporate Finance, Variance Analysis, Accounts Receivable, Tax
Education
University of Delaware 2009 — 2013
Bachelor of Science (BS), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS