Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Joann Fakhoury Joann Fakhoury's Morgan Stanley Experience June 1999 - February 2002
Job Business Analyst at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2014 - Present
Citadel Technology (Citadel LLC) April 2011 - June 2014
Omnium (Citadel LLC) March 2008 - April 2011
Ilios Partners August 2002 - March 2008
Morgan Stanley June 1999 - February 2002
Skills
Fund Administration, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Options, Securities
Education
University of Illinois at Chicago 1995 — 1999
Bachelor of Science (BS), Finance, General
Citadel LLC June 2014 - Present
Citadel Technology (Citadel LLC) April 2011 - June 2014
Omnium (Citadel LLC) March 2008 - April 2011
Ilios Partners August 2002 - March 2008
Morgan Stanley June 1999 - February 2002
Skills
Fund Administration, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Options, Securities
Education
University of Illinois at Chicago 1995 — 1999
Bachelor of Science (BS), Finance, General
David Hoebbel David Hoebbel's Morgan Stanley Experience August 2012 - January 2013
Job Investment Analyst at Aon
Industry Financial Services
Experience
Aon July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase May 2013 - August 2013
Morgan Stanley August 2012 - January 2013
Skills
Cold Calling, Client Relations Skills, Financial Analysis, Economic Modeling, Economic Research, Data Analysis, Data Entry, Customer Service, Microsoft Excel, Management, Analysis, Finance, Statistics, PowerPoint
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's degree, Economics, Senior
Aon July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase May 2013 - August 2013
Morgan Stanley August 2012 - January 2013
Skills
Cold Calling, Client Relations Skills, Financial Analysis, Economic Modeling, Economic Research, Data Analysis, Data Entry, Customer Service, Microsoft Excel, Management, Analysis, Finance, Statistics, PowerPoint
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's degree, Economics, Senior
Gil Lopez's Morgan Stanley Experience 2003 - 2005
Job National Sales Executive at AmeriHome Mortgage Company, LLC
Industry Financial Services
Experience
AmeriHome Mortgage Company, LLC August 2014 - Present
Homeward Residential Capital, Inc. / Ocwen November 2013 - July 2014
New Penn Financial, LLC April 2013 - November 2013
GL Consulting, LLC April 2007 - April 2013
National Real Estate Information Services April 2011 - January 2012
Patriot Bank Mortgage December 2010 - April 2011
Credit Suisse 2005 - 2007
Morgan Stanley 2003 - 2005
Bank One 2001 - 2003
Stewart Mortgage Information 2000 - 2001
Skills
Mortgage, Loans, Mortgage Banking, Credit, Compliance, Executive Management, Mortgage Lending, Strategic Planning, Risk Management, Negotiation, New Business Development, Budgeting, Sales Management, Team Building, Financial Analysis, Capital Markets, Business Strategy, Contract Negotiation, Origination, P&L, Residential Mortgages, Consultative Selling, Start-ups, Coaching, Business Planning, Forecasting, Contract Negotiations, Strategic Partnerships, P&L Management, Customer Relations, Loan Origination, Income Statement, Customer Service, Banking, Real Estate, Refinance, Credit Analysis, Selling, Mergers & Acquisitions, Loss Mitigation, Leadership, Underwriting, FHA, Due Diligence, Finance
Education
University of Houston 1980 — 1985
BBA, Finance, General
AmeriHome Mortgage Company, LLC August 2014 - Present
Homeward Residential Capital, Inc. / Ocwen November 2013 - July 2014
New Penn Financial, LLC April 2013 - November 2013
GL Consulting, LLC April 2007 - April 2013
National Real Estate Information Services April 2011 - January 2012
Patriot Bank Mortgage December 2010 - April 2011
Credit Suisse 2005 - 2007
Morgan Stanley 2003 - 2005
Bank One 2001 - 2003
Stewart Mortgage Information 2000 - 2001
Skills
Mortgage, Loans, Mortgage Banking, Credit, Compliance, Executive Management, Mortgage Lending, Strategic Planning, Risk Management, Negotiation, New Business Development, Budgeting, Sales Management, Team Building, Financial Analysis, Capital Markets, Business Strategy, Contract Negotiation, Origination, P&L, Residential Mortgages, Consultative Selling, Start-ups, Coaching, Business Planning, Forecasting, Contract Negotiations, Strategic Partnerships, P&L Management, Customer Relations, Loan Origination, Income Statement, Customer Service, Banking, Real Estate, Refinance, Credit Analysis, Selling, Mergers & Acquisitions, Loss Mitigation, Leadership, Underwriting, FHA, Due Diligence, Finance
Education
University of Houston 1980 — 1985
BBA, Finance, General
Garrett Lessem's Morgan Stanley Experience June 2015 - August 2015
Job Student at the University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
University of Illinois at Urbana-Champaign August 2012 - Present
Morgan Stanley June 2015 - August 2015
The Birchwood Club May 2014 - June 2015
The Birchwood Club January 2012 - August 2013
The Birchwood Club April 2010 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Teamwork, Economics, Investments, Finance, Project Planning, Time Management, Leadership, Social Media, Process Scheduler, Public Speaking
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Consumer Economics and Finance
University of Illinois at Urbana-Champaign 2012 — 2016
Finance and Consumer Economics
University of Illinois at Urbana-Champaign August 2012 - Present
Morgan Stanley June 2015 - August 2015
The Birchwood Club May 2014 - June 2015
The Birchwood Club January 2012 - August 2013
The Birchwood Club April 2010 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Teamwork, Economics, Investments, Finance, Project Planning, Time Management, Leadership, Social Media, Process Scheduler, Public Speaking
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Consumer Economics and Finance
University of Illinois at Urbana-Champaign 2012 — 2016
Finance and Consumer Economics
Bob Vasa Bob Vasa's Morgan Stanley Experience 1999 - 2004
Job Regional Sales Manager at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS September 2013 - July 2015
UBS January 2011 - August 2013
UBS August 2006 - December 2010
Smith Barney 2004 - 2006
Morgan Stanley 1999 - 2004
Skills
Series 7, Portfolio Management, Wealth Management, Fixed Income, Equities, Asset Management, Alternative Investments, Business Strategy, Investments
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Economics
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Finance
UBS August 2015 - Present
UBS September 2013 - July 2015
UBS January 2011 - August 2013
UBS August 2006 - December 2010
Smith Barney 2004 - 2006
Morgan Stanley 1999 - 2004
Skills
Series 7, Portfolio Management, Wealth Management, Fixed Income, Equities, Asset Management, Alternative Investments, Business Strategy, Investments
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Economics
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Finance
Jeff Kantarek Jeff Kantarek's Morgan Stanley Experience 2001 - 2002
Job Engineer at Trunk Club
Industry Apparel & Fashion
Experience
Trunk Club December 2014 - Present
StowAware November 2013 - Present
Utilivate, LLC March 2013 - November 2013
Summer Institute on Sustainability and Energy Alumni Council January 2013 - March 2013
ForeLight, LLC December 2009 - November 2012
CookTek June 2007 - October 2009
CookTek May 2006 - May 2007
CBS Radio 2003 - 2006
Morgan Stanley 2001 - 2002
Skills
Web Development, Embedded Systems, Energy Assessment, Electrical Engineering, Energy Efficiency, Engineering, Sustainable Energy, Manufacturing, Power Generation, Energy Management, Renewable Energy, Energy Audits, Energy Conservation, Project Management, Simulations, Sustainability, Entrepreneurship, Operations Management, Robotics, Engineering Management, Strategy, Program Management, Start-ups, Electronics, Sensors, C++, C, Programming, Signal Processing, Linux, Energy Policy, Environmental Policy, PCB design, Management, Strategic Planning, Product Development, Energy, Microsoft Office
Education
University of Illinois at Chicago 2011 — 2012
MS, Energy Engineering, 3.5/4.0
University of Illinois at Chicago 2004 — 2007
BS, Electrical & Computer Engineering
Marian Catholic High School 1999 — 2002
Trunk Club December 2014 - Present
StowAware November 2013 - Present
Utilivate, LLC March 2013 - November 2013
Summer Institute on Sustainability and Energy Alumni Council January 2013 - March 2013
ForeLight, LLC December 2009 - November 2012
CookTek June 2007 - October 2009
CookTek May 2006 - May 2007
CBS Radio 2003 - 2006
Morgan Stanley 2001 - 2002
Skills
Web Development, Embedded Systems, Energy Assessment, Electrical Engineering, Energy Efficiency, Engineering, Sustainable Energy, Manufacturing, Power Generation, Energy Management, Renewable Energy, Energy Audits, Energy Conservation, Project Management, Simulations, Sustainability, Entrepreneurship, Operations Management, Robotics, Engineering Management, Strategy, Program Management, Start-ups, Electronics, Sensors, C++, C, Programming, Signal Processing, Linux, Energy Policy, Environmental Policy, PCB design, Management, Strategic Planning, Product Development, Energy, Microsoft Office
Education
University of Illinois at Chicago 2011 — 2012
MS, Energy Engineering, 3.5/4.0
University of Illinois at Chicago 2004 — 2007
BS, Electrical & Computer Engineering
Marian Catholic High School 1999 — 2002
Andy Saavedra Andy Saavedra's Morgan Stanley Experience June 2000 - November 2005
Job Senior Manager, IB Retail Products at Bank of Nova Scotia
Industry Banking
Experience
Bank of Nova Scotia June 2010 - Present
Santander May 2009 - July 2010
Hewlett-Packard January 2006 - June 2008
Morgan Stanley June 2000 - November 2005
Skills
Banking, Financial Analysis, Financial Modeling
Education
University of Hertfordshire 1995 — 1999
Bachelor of Science (BSc), Engineering Management
Bank of Nova Scotia June 2010 - Present
Santander May 2009 - July 2010
Hewlett-Packard January 2006 - June 2008
Morgan Stanley June 2000 - November 2005
Skills
Banking, Financial Analysis, Financial Modeling
Education
University of Hertfordshire 1995 — 1999
Bachelor of Science (BSc), Engineering Management
Tiffany Magnan Tiffany Magnan's Morgan Stanley Experience November 2004 - May 2014
Job .
Industry Financial Services
Experience
Morgan Stanley November 2004 - May 2014
Education
University of Illinois at Chicago 2002 — 2004
Bachelors, Finance
Morgan Stanley November 2004 - May 2014
Education
University of Illinois at Chicago 2002 — 2004
Bachelors, Finance
Richard Chapa III's Morgan Stanley Experience April 2002 - August 2002
Job Director of Outlets at Hyatt Hotels Corporation
Industry Hospitality
Experience
Hyatt Hotels Corporation June 2014 - Present
Hyatt Hotels Corporation January 2014 - June 2014
Hyatt Hotels Corporation July 2012 - January 2014
Hyatt Regency June 2011 - July 2012
Hyatt Hotels Corporation December 2010 - June 2011
Texas Allied Petroleum August 2010 - January 2011
Pappas January 2004 - May 2010
Morgan Stanley April 2002 - August 2002
Chapa Enterprises April 1996 - August 2001
Skills
Hospitality, Food & Beverage, Catering, Event Management
Education
University of Houston-Downtown 2006 — 2009
BBA, Management
University of Houston-Downtown
BBA, Management
Hyatt Hotels Corporation June 2014 - Present
Hyatt Hotels Corporation January 2014 - June 2014
Hyatt Hotels Corporation July 2012 - January 2014
Hyatt Regency June 2011 - July 2012
Hyatt Hotels Corporation December 2010 - June 2011
Texas Allied Petroleum August 2010 - January 2011
Pappas January 2004 - May 2010
Morgan Stanley April 2002 - August 2002
Chapa Enterprises April 1996 - August 2001
Skills
Hospitality, Food & Beverage, Catering, Event Management
Education
University of Houston-Downtown 2006 — 2009
BBA, Management
University of Houston-Downtown
BBA, Management
Thomas Park Thomas Park's Morgan Stanley Experience 2001 - 2003
Job Founder, Leather Soul, Bar Leather Apron, Hawaii PaperWorks
Industry Retail
Experience
Leather Apron, LLC April 2015 - Present
Leather Soul LLC 2004 - Present
Hawaii Paperworks LLC 2007 - Present
Leather Soul Inc 2010 - 2014
Servco Pacific Inc. 2003 - 2004
Morgan Stanley 2001 - 2003
Skills
Small Business, Retail, Fashion, Footwear, Shoes, Entrepreneurship, Sales, Brand Development, Social Media, Strategic Consulting, Retail Sales, Retail Marketing, Retail Buying, Store Management, Store Operations, New Store Openings, New Store Development, E-commerce, Luxury Goods, Online Marketing, Customer Service, Social Media Marketing, Strategic Planning, Management, Social Networking, Marketing, Marketing Strategy, New Business Development
Education
University of Hawaii at Manoa 1996 — 2001
Bachelor of Arts (BA), Japanese Language and Literature
Iolani School 1983 — 1996
Leather Apron, LLC April 2015 - Present
Leather Soul LLC 2004 - Present
Hawaii Paperworks LLC 2007 - Present
Leather Soul Inc 2010 - 2014
Servco Pacific Inc. 2003 - 2004
Morgan Stanley 2001 - 2003
Skills
Small Business, Retail, Fashion, Footwear, Shoes, Entrepreneurship, Sales, Brand Development, Social Media, Strategic Consulting, Retail Sales, Retail Marketing, Retail Buying, Store Management, Store Operations, New Store Openings, New Store Development, E-commerce, Luxury Goods, Online Marketing, Customer Service, Social Media Marketing, Strategic Planning, Management, Social Networking, Marketing, Marketing Strategy, New Business Development
Education
University of Hawaii at Manoa 1996 — 2001
Bachelor of Arts (BA), Japanese Language and Literature
Iolani School 1983 — 1996
Emily McIntyre, CEP Emily McIntyre, CEP's Morgan Stanley Experience August 2004 - July 2006
Job Sr Stock Plan Analyst at SunPower Corporation
Industry Renewables & Environment
Experience
SunPower Corporation April 2014 - Present
SunPower Corporation March 2012 - April 2014
Schlumberger July 2010 - March 2012
Schlumberger June 2007 - August 2010
Deutsche Bank July 2006 - April 2007
Morgan Stanley August 2004 - July 2006
Skills
Administration, Options, Restricted Stock, Charles Schwab EquiView, Stocks, SEC filings, Microsoft Excel, Microsoft Office, Customer Service, Equities, Sarbanes-Oxley Act, Data Analysis, Project Management, Data Reconciliation, SOX Compliancy, Equity Plans, Human Resources, Internal Controls, SEC Filings
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Management Information Systems
SunPower Corporation April 2014 - Present
SunPower Corporation March 2012 - April 2014
Schlumberger July 2010 - March 2012
Schlumberger June 2007 - August 2010
Deutsche Bank July 2006 - April 2007
Morgan Stanley August 2004 - July 2006
Skills
Administration, Options, Restricted Stock, Charles Schwab EquiView, Stocks, SEC filings, Microsoft Excel, Microsoft Office, Customer Service, Equities, Sarbanes-Oxley Act, Data Analysis, Project Management, Data Reconciliation, SOX Compliancy, Equity Plans, Human Resources, Internal Controls, SEC Filings
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Management Information Systems
Joseph Pompa Joseph Pompa's Morgan Stanley Experience June 2008 - June 2012
Job Reliability Engineer at CenterPoint Energy
Industry Electrical/Electronic Manufacturing
Experience
CenterPoint Energy January 2015 - Present
San Jacinto College December 2011 - Present
Morgan Stanley June 2008 - June 2012
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Statistics, Matlab, Microsoft Word, Research, C++, Engineering, Public Speaking, Teamwork, Leadership, C, AutoCAD, Customer Service, Project Management, Programming, Team Leadership
Education
University of Houston 2013 — 2016
Bachelor of Applied Science (B.S.), Electrical Engineering
University of Houston-Clear Lake 2002 — 2006
Bachelor's of Science, Accounting and Finance
CenterPoint Energy January 2015 - Present
San Jacinto College December 2011 - Present
Morgan Stanley June 2008 - June 2012
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Statistics, Matlab, Microsoft Word, Research, C++, Engineering, Public Speaking, Teamwork, Leadership, C, AutoCAD, Customer Service, Project Management, Programming, Team Leadership
Education
University of Houston 2013 — 2016
Bachelor of Applied Science (B.S.), Electrical Engineering
University of Houston-Clear Lake 2002 — 2006
Bachelor's of Science, Accounting and Finance
Lisa Maria Persaud Lisa Maria Persaud's Morgan Stanley Experience June 2003 - August 2003
Job Category Manager at Groupon
Industry Retail
Experience
Groupon June 2015 - Present
Kohl's Department Stores February 2014 - May 2015
Kohl's Department Stores February 2011 - January 2014
Kohl's Department Stores February 2010 - January 2011
Kohl's Department Stores December 2008 - January 2010
Kohl's Department Stores August 2006 - November 2008
The Buckle June 2005 - August 2005
Morgan Stanley June 2003 - August 2003
Skills
Merchandising, Trend Analysis, Apparel, Retail, Inventory Management, Strategic Planning, Team Leadership, Product Assortment..., Open to Buy Management, Sales Analysis, Forecasting, Merchandise Planning, Customer Service, Assortment, Fashion Jewelry, Private Label, Trend, Marketing, Sales, Fashion
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Business Administration (Marketing focus)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Accountancy
Cegri 2004 — 2004
Minor in Spanish, Spanish
Groupon June 2015 - Present
Kohl's Department Stores February 2014 - May 2015
Kohl's Department Stores February 2011 - January 2014
Kohl's Department Stores February 2010 - January 2011
Kohl's Department Stores December 2008 - January 2010
Kohl's Department Stores August 2006 - November 2008
The Buckle June 2005 - August 2005
Morgan Stanley June 2003 - August 2003
Skills
Merchandising, Trend Analysis, Apparel, Retail, Inventory Management, Strategic Planning, Team Leadership, Product Assortment..., Open to Buy Management, Sales Analysis, Forecasting, Merchandise Planning, Customer Service, Assortment, Fashion Jewelry, Private Label, Trend, Marketing, Sales, Fashion
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Business Administration (Marketing focus)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Accountancy
Cegri 2004 — 2004
Minor in Spanish, Spanish
Anne Shaeffer Anne Shaeffer's Morgan Stanley Experience 2003 - 2005
Job Founder/President at Sulpice Chocolat
Industry Food & Beverages
Experience
Sulpice Chocolat June 2009 - Present
Women's Voices Media, LLC April 2013 - Present
Various Haute Cuisine Restaurants January 2009 - August 2011
BMO Capital Markets 2007 - 2009
Privately Held Real Estate Development Company 2006 - 2006
Morgan Stanley 2003 - 2005
Skills
Entrepreneurship, Financial Modeling, Investments, Social Media, Financial Analysis, Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Corporate Finance, Due Diligence, Venture Capital, Start-ups, Finance, Marketing, Mergers, Corporate Development, Private Equity, Market Research, Social Media Marketing, Business Planning, Pastry, Food, Recipes, Ingredients, Cooking, Desserts, Flavors, Baking
Education
The French Pastry School 2009 — 2009
L'Art de la Patisserie, L'Art de la Patisserie
University of Illinois at Chicago 2000 — 2003
B.S., Finance & Entrepreneurial Studies
Sulpice Chocolat June 2009 - Present
Women's Voices Media, LLC April 2013 - Present
Various Haute Cuisine Restaurants January 2009 - August 2011
BMO Capital Markets 2007 - 2009
Privately Held Real Estate Development Company 2006 - 2006
Morgan Stanley 2003 - 2005
Skills
Entrepreneurship, Financial Modeling, Investments, Social Media, Financial Analysis, Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Corporate Finance, Due Diligence, Venture Capital, Start-ups, Finance, Marketing, Mergers, Corporate Development, Private Equity, Market Research, Social Media Marketing, Business Planning, Pastry, Food, Recipes, Ingredients, Cooking, Desserts, Flavors, Baking
Education
The French Pastry School 2009 — 2009
L'Art de la Patisserie, L'Art de la Patisserie
University of Illinois at Chicago 2000 — 2003
B.S., Finance & Entrepreneurial Studies
Thomas Charles Brogan Thomas Charles Brogan's Morgan Stanley Experience November 2008 - September 2010
Job Compliance Analyst at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco June 2013 - Present
BBVA Compass December 2011 - March 2012
Wells Fargo Advisors October 2010 - December 2011
Morgan Stanley November 2008 - September 2010
Merrill Lynch July 2008 - November 2008
Sonic Automotive August 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Process Improvement, Relationship Management, Investments, Strategic Financial..., Business Analysis, Business Development, Sales Management, Asset Management, Compliance Analysis, Cross-functional Team..., Banking, Financial Modeling, Export Control..., Retirement Planning, Asset Allocation, Risk Management
Education
University of Houston, Victoria 2002 — 2007
BBA, Management
National Oilwell Varco June 2013 - Present
BBVA Compass December 2011 - March 2012
Wells Fargo Advisors October 2010 - December 2011
Morgan Stanley November 2008 - September 2010
Merrill Lynch July 2008 - November 2008
Sonic Automotive August 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Process Improvement, Relationship Management, Investments, Strategic Financial..., Business Analysis, Business Development, Sales Management, Asset Management, Compliance Analysis, Cross-functional Team..., Banking, Financial Modeling, Export Control..., Retirement Planning, Asset Allocation, Risk Management
Education
University of Houston, Victoria 2002 — 2007
BBA, Management
Asra Dhorajiwala's Morgan Stanley Experience January 2013 - Present
Job Art Direction Student at Chicago Portfolio School
Industry Marketing and Advertising
Experience
Chicago Portfolio School January 2015 - Present
Morgan Stanley January 2013 - Present
Split, Inc. July 2014 - December 2014
University of Illinois' College of Business September 2011 - August 2013
UBS August 2012 - November 2012
Guess May 2012 - August 2012
Michelle Twitchell State Farm March 2010 - August 2012
Skills
Facebook, Marketing, Outlook, Social Media, Microsoft Office, Microsoft Excel, Social Networking, Event Planning, Research, Public Speaking, Time Management, Customer Service, Data Entry, Data Analysis, Social Media Marketing, Marketing Strategy, Public Relations, International Business, Marketing Communications, Microsoft Word
Education
Chicago Portfolio School 2015 — 2016
Art Direction, Art Direction
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Marketing/Communications/International Business
Chicago Portfolio School January 2015 - Present
Morgan Stanley January 2013 - Present
Split, Inc. July 2014 - December 2014
University of Illinois' College of Business September 2011 - August 2013
UBS August 2012 - November 2012
Guess May 2012 - August 2012
Michelle Twitchell State Farm March 2010 - August 2012
Skills
Facebook, Marketing, Outlook, Social Media, Microsoft Office, Microsoft Excel, Social Networking, Event Planning, Research, Public Speaking, Time Management, Customer Service, Data Entry, Data Analysis, Social Media Marketing, Marketing Strategy, Public Relations, International Business, Marketing Communications, Microsoft Word
Education
Chicago Portfolio School 2015 — 2016
Art Direction, Art Direction
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Marketing/Communications/International Business
Diana (Sanders) Johnson Diana (Sanders) Johnson's Morgan Stanley Experience 1988 - 1996
Job Sr. HR Consultant / Independent
Industry Human Resources
Experience
The Human Resources Group, LLC 2013 - Present
Affiliated Computer Services (Now Xerox) 2000 - 2007
Marsh January 1999 - January 2000
Ascende Employee Benefits & HR Management Solutions (formerly EBS) June 1996 - January 1999
Morgan Stanley 1988 - 1996
EF Hutton 1986 - 1988
Skills
Human Resources, Talent Management, Change Management, Employee Engagement, Project Management, Personnel Management, Succession Planning, Talent Acquisition, Recruiting, Interviews, HR Policies, Management, Technical Recruiting, Employee Relations, Onboarding, Executive Search, Workforce Planning, HR Consulting, Job Descriptions, Deferred Compensation, Performance Management, Employee Benefits, College Recruiting, Time Management
Education
University of Houston
The Human Resources Group, LLC 2013 - Present
Affiliated Computer Services (Now Xerox) 2000 - 2007
Marsh January 1999 - January 2000
Ascende Employee Benefits & HR Management Solutions (formerly EBS) June 1996 - January 1999
Morgan Stanley 1988 - 1996
EF Hutton 1986 - 1988
Skills
Human Resources, Talent Management, Change Management, Employee Engagement, Project Management, Personnel Management, Succession Planning, Talent Acquisition, Recruiting, Interviews, HR Policies, Management, Technical Recruiting, Employee Relations, Onboarding, Executive Search, Workforce Planning, HR Consulting, Job Descriptions, Deferred Compensation, Performance Management, Employee Benefits, College Recruiting, Time Management
Education
University of Houston
Cosmin Serban Cosmin Serban's Morgan Stanley Experience April 2014 - Present
Job VP Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Wells Fargo October 2011 - March 2014
JPMorgan Chase April 2011 - October 2011
Wells Fargo July 2006 - April 2011
Fullerton Community Bank June 2004 - May 2006
Skills
FINRA Series 7, 66, Texas Life Agent, Spanish, Romanian, Italian, Series 7, Banking, Credit, Loans, Finance, Investments, Mortgage Lending, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Wealth Management, Private Banking, Relationship Management, Retirement Planning, Credit Analysis, Customer Service, Cross Selling
Education
University of Houston-Downtown 2015 — 2016
Master of Business Administration (MBA), International Business
University of Houston-Downtown 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Morgan Stanley April 2014 - Present
Wells Fargo October 2011 - March 2014
JPMorgan Chase April 2011 - October 2011
Wells Fargo July 2006 - April 2011
Fullerton Community Bank June 2004 - May 2006
Skills
FINRA Series 7, 66, Texas Life Agent, Spanish, Romanian, Italian, Series 7, Banking, Credit, Loans, Finance, Investments, Mortgage Lending, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Wealth Management, Private Banking, Relationship Management, Retirement Planning, Credit Analysis, Customer Service, Cross Selling
Education
University of Houston-Downtown 2015 — 2016
Master of Business Administration (MBA), International Business
University of Houston-Downtown 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Sohail Cheema Sohail Cheema's Morgan Stanley Experience April 2003 - August 2003
Job Senior Vice President, Head, Commercial MoneyIn (Liquidity & Investments) at TD
Industry Financial Services
Experience
TD December 2008 - Present
TD Bank December 2008 - August 2011
Fidelity Investments May 2006 - December 2008
ABN AMRO Bank September 2003 - May 2006
Morgan Stanley April 2003 - August 2003
Habib Bank Ltd April 1999 - December 2001
HBZ Bank AG Zurich January 1998 - March 1999
Nissan April 1997 - January 1998
Exxon May 1996 - August 1996
ABN AMRO Bank May 1995 - September 1995
Education
University of Illinois at Chicago 2002 — 2003
MBA, Finance
Institute of Business Administration (IBA) 1995 — 1996
Masters, Marketing
Institute of Business Administration (IBA) 1993 — 1995
BBA (Hons), Finance & Marketing
TD December 2008 - Present
TD Bank December 2008 - August 2011
Fidelity Investments May 2006 - December 2008
ABN AMRO Bank September 2003 - May 2006
Morgan Stanley April 2003 - August 2003
Habib Bank Ltd April 1999 - December 2001
HBZ Bank AG Zurich January 1998 - March 1999
Nissan April 1997 - January 1998
Exxon May 1996 - August 1996
ABN AMRO Bank May 1995 - September 1995
Education
University of Illinois at Chicago 2002 — 2003
MBA, Finance
Institute of Business Administration (IBA) 1995 — 1996
Masters, Marketing
Institute of Business Administration (IBA) 1993 — 1995
BBA (Hons), Finance & Marketing
Jake Sternberg's Morgan Stanley Experience June 2015 - August 2015
Job Partner at SCNO
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
RM Slavin & Associates, LLC May 2014 - August 2014
JCC "Z" Frank Apachi Day Camp June 2013 - August 2013
Camp Ojibwa for Boys June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor of Science (BS), Finance
Morgan Stanley June 2015 - August 2015
RM Slavin & Associates, LLC May 2014 - August 2014
JCC "Z" Frank Apachi Day Camp June 2013 - August 2013
Camp Ojibwa for Boys June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor of Science (BS), Finance
Rita Auritt Rita Auritt's Morgan Stanley Experience June 1994 - May 2000
Job Software Sales and Governance
Industry Internet
Experience
BoardEffect July 2009 - Present
Interim Executive Director Lower Merion Conservancy November 2011 - May 2012
Morgan Stanley June 1994 - May 2000
Ameriprise Financial Services, Inc. June 1988 - February 1993
ING DIRECT September 1984 - June 1988
Target May 1983 - September 1984
Wells Fargo September 1979 - May 1983
Skills
Management, Business Strategy, Investments, Public Relations, Financial Services, Portfolio Management, Fundraising, Strategic Planning, Marketing Strategy, Non-profits, Finance, Budgets, Mergers & Acquisitions, Start-ups, Nonprofits, Strategy
Education
University of Minnesota-Twin Cities 1977 — 1979
MS, Agricultural Economics
University of Illinois at Urbana-Champaign 1974 — 1977
BA, Economics
BoardEffect July 2009 - Present
Interim Executive Director Lower Merion Conservancy November 2011 - May 2012
Morgan Stanley June 1994 - May 2000
Ameriprise Financial Services, Inc. June 1988 - February 1993
ING DIRECT September 1984 - June 1988
Target May 1983 - September 1984
Wells Fargo September 1979 - May 1983
Skills
Management, Business Strategy, Investments, Public Relations, Financial Services, Portfolio Management, Fundraising, Strategic Planning, Marketing Strategy, Non-profits, Finance, Budgets, Mergers & Acquisitions, Start-ups, Nonprofits, Strategy
Education
University of Minnesota-Twin Cities 1977 — 1979
MS, Agricultural Economics
University of Illinois at Urbana-Champaign 1974 — 1977
BA, Economics
Linas Vydmantas Linas Vydmantas's Morgan Stanley Experience July 2012 - May 2013
Job Financial Analyst at Skyway Concession Company LLC
Industry Financial Services
Experience
Skyway Concession Company LLC November 2014 - Present
HBR Consulting LLC June 2014 - August 2014
Century 21 Affiliated August 2013 - April 2014
Morgan Stanley July 2012 - May 2013
EF Education First June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Investments, Strategic Financial..., Management, Financial Markets, PowerPoint, Data Analysis, Financial Modeling, Financial Planning, Access, Budgets
Education
University of Illinois at Chicago 2010 — 2012
Bachelor of Science (B.S.), Finance
Skyway Concession Company LLC November 2014 - Present
HBR Consulting LLC June 2014 - August 2014
Century 21 Affiliated August 2013 - April 2014
Morgan Stanley July 2012 - May 2013
EF Education First June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Investments, Strategic Financial..., Management, Financial Markets, PowerPoint, Data Analysis, Financial Modeling, Financial Planning, Access, Budgets
Education
University of Illinois at Chicago 2010 — 2012
Bachelor of Science (B.S.), Finance
Charles Hallam Charles Hallam's Morgan Stanley Experience December 1993 - February 2006
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley December 1993 - February 2006
Credit Management, Inc. September 1992 - November 1993
Thomas Group Holding Company June 1988 - August 1992
Litex Industries December 1987 - June 1988
Fredonia Homes, Inc. September 1981 - November 1987
Axley & Rode, CPAs October 1980 - September 1981
Main Hurdman/KMG, CPAs August 1979 - October 1980
Smith Industries, Inc., Oxirane Chemical, and ARA Services December 1974 - August 1979
Skills
Investments, Financial Analysis, High Net Worth..., Due Diligence, Mergers & Acquisitions, Succession Planning, Securities, Insurance, Asset Allocation, Retirement Planning, Trusts, Alternative Investments, Equities, Mutual Funds, 401k Rollovers, IRAs, Investment Strategies, Risk Management, FINRA, Retirement, ETFs, 401k, Financial Advisory, Wealth, CPA
Education
University of Houston 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley December 1993 - February 2006
Credit Management, Inc. September 1992 - November 1993
Thomas Group Holding Company June 1988 - August 1992
Litex Industries December 1987 - June 1988
Fredonia Homes, Inc. September 1981 - November 1987
Axley & Rode, CPAs October 1980 - September 1981
Main Hurdman/KMG, CPAs August 1979 - October 1980
Smith Industries, Inc., Oxirane Chemical, and ARA Services December 1974 - August 1979
Skills
Investments, Financial Analysis, High Net Worth..., Due Diligence, Mergers & Acquisitions, Succession Planning, Securities, Insurance, Asset Allocation, Retirement Planning, Trusts, Alternative Investments, Equities, Mutual Funds, 401k Rollovers, IRAs, Investment Strategies, Risk Management, FINRA, Retirement, ETFs, 401k, Financial Advisory, Wealth, CPA
Education
University of Houston 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Renee Karel Renee Karel's Morgan Stanley Experience October 1997 - February 2002
Job Attorney at Susan Lynn Mimura & Associates, PLLC
Industry Law Practice
Experience
Susan Lynn Mimura & Associates, PLLC March 2014 - Present
Karel Law Office, PLLC October 2012 - February 2014
university of Idaho August 2009 - May 2012
Ada County Public Defender May 2011 - July 2011
Liberty Partners Financial Svc December 2005 - March 2008
Wachovia Securities February 2002 - June 2005
Morgan Stanley October 1997 - February 2002
Skills
Legal Research, Attorneys, Family Mediation, Family Law, Business Formation, Contractual Agreements, Criminal Defense, Civil Litigation, Appeals, Mediation, Trial Practice, Trials, Legal Writing, Personal Injury
Education
University of Idaho College of Law 2009 — 2012
JD, Law
Walla Walla College 1989 — 1991
BS, Education, Biology, English
Susan Lynn Mimura & Associates, PLLC March 2014 - Present
Karel Law Office, PLLC October 2012 - February 2014
university of Idaho August 2009 - May 2012
Ada County Public Defender May 2011 - July 2011
Liberty Partners Financial Svc December 2005 - March 2008
Wachovia Securities February 2002 - June 2005
Morgan Stanley October 1997 - February 2002
Skills
Legal Research, Attorneys, Family Mediation, Family Law, Business Formation, Contractual Agreements, Criminal Defense, Civil Litigation, Appeals, Mediation, Trial Practice, Trials, Legal Writing, Personal Injury
Education
University of Idaho College of Law 2009 — 2012
JD, Law
Walla Walla College 1989 — 1991
BS, Education, Biology, English
Ashwin Parupalli Ashwin Parupalli's Morgan Stanley Experience May 2012 - August 2012
Job The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2015 - Present
J.P. Morgan June 2014 - August 2014
Prudential Capital Group May 2013 - July 2013
Morgan Stanley May 2012 - August 2012
CGN & Associates June 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Teamwork, Data Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
The Blackstone Group January 2015 - Present
J.P. Morgan June 2014 - August 2014
Prudential Capital Group May 2013 - July 2013
Morgan Stanley May 2012 - August 2012
CGN & Associates June 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Teamwork, Data Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Shruti Patel Shruti Patel's Morgan Stanley Experience 1987 - 1998
Job VP Human Resources at AIG
Industry Human Resources
Experience
AIG September 2013 - Present
American Express November 2003 - September 2013
Pharmacia Corp November 2001 - September 2003
Merrill Lynch April 1999 - August 2001
Morgan Stanley 1987 - 1998
Skills
Talent Management, Succession Planning, Organizational..., Global Compensation, Employee Engagement, Leadership Development
Education
University of Houston
Bachelor of Science (B.S.), Economics, Sociology
AIG September 2013 - Present
American Express November 2003 - September 2013
Pharmacia Corp November 2001 - September 2003
Merrill Lynch April 1999 - August 2001
Morgan Stanley 1987 - 1998
Skills
Talent Management, Succession Planning, Organizational..., Global Compensation, Employee Engagement, Leadership Development
Education
University of Houston
Bachelor of Science (B.S.), Economics, Sociology
Yuening Guo's Morgan Stanley Experience June 2012 - August 2012
Job Student at University of Illinois at UrbanaChampaign
Industry Investment Banking
Experience
The Hightower Report June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Royal Bank of Scotland June 2011 - July 2011
UPC Asia Wind Management (HK) Ltd August 2009 - June 2010
Skills
R, C++, Matlab, Capital IQ, Bloomberg
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor, Economics, Mathematics, 3.77
The Hightower Report June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Royal Bank of Scotland June 2011 - July 2011
UPC Asia Wind Management (HK) Ltd August 2009 - June 2010
Skills
R, C++, Matlab, Capital IQ, Bloomberg
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor, Economics, Mathematics, 3.77
Stefanie Morgenstern Stefanie Morgenstern's Morgan Stanley Experience April 2012 - October 2012
Job Associate at Ludwig Recruitment Energy Capital Markets
Industry Oil & Energy
Experience
Ludwig Recruitment January 2014 - Present
Progressive Global Energy & Natural Resources November 2012 - January 2014
Morgan Stanley April 2012 - October 2012
Champion Wealth Advisors, LLC December 2011 - April 2012
Skills
Drilling, Offshore Drilling, Engineering, Pipelines, Process Safety, Occupational Health, Energy, Pressure, Completion, Upstream, Natural Gas, Seismology, Geophysics, Completions, Petroleum, Petroleum Geology, Geology, Reservoir Engineering, Drilling Engineering, Energy Industry, Recruiting, Project Planning, Petroleum Engineering, Petrochemical, Offshore Operations, Gas, Oilfield, Workover, Oil/Gas, Directional Drilling, Logging, Earth Science, Oil & Gas Industry, Onshore, Operations Management, Reservoir Management, Reserves, Permanent Placement, Oil & Gas, Subsea Engineering, Downstream Oil & Gas
Education
University of Houston 2008 — 2012
Bachelor's degree, Finance
Ludwig Recruitment January 2014 - Present
Progressive Global Energy & Natural Resources November 2012 - January 2014
Morgan Stanley April 2012 - October 2012
Champion Wealth Advisors, LLC December 2011 - April 2012
Skills
Drilling, Offshore Drilling, Engineering, Pipelines, Process Safety, Occupational Health, Energy, Pressure, Completion, Upstream, Natural Gas, Seismology, Geophysics, Completions, Petroleum, Petroleum Geology, Geology, Reservoir Engineering, Drilling Engineering, Energy Industry, Recruiting, Project Planning, Petroleum Engineering, Petrochemical, Offshore Operations, Gas, Oilfield, Workover, Oil/Gas, Directional Drilling, Logging, Earth Science, Oil & Gas Industry, Onshore, Operations Management, Reservoir Management, Reserves, Permanent Placement, Oil & Gas, Subsea Engineering, Downstream Oil & Gas
Education
University of Houston 2008 — 2012
Bachelor's degree, Finance
Matt Mariconda's Morgan Stanley Experience August 2013 - Present
Job Financial Advisor at Morgan Stanley
Industry Music
Experience
Morgan Stanley August 2013 - Present
Streetlight Cadence August 2012 - September 2013
Skills
Leadership, Social Media, Microsoft Excel, Piano, Music, Series 7, Singing, Composition, Music Production, Songwriting, Sound, Investments, Investment Strategies
Education
University of Hawaii at Manoa 2010 — 2013
Bachelor of Arts, Economics
University of Southern California 2007 — 2009
Electrical Engineering
Morgan Stanley August 2013 - Present
Streetlight Cadence August 2012 - September 2013
Skills
Leadership, Social Media, Microsoft Excel, Piano, Music, Series 7, Singing, Composition, Music Production, Songwriting, Sound, Investments, Investment Strategies
Education
University of Hawaii at Manoa 2010 — 2013
Bachelor of Arts, Economics
University of Southern California 2007 — 2009
Electrical Engineering
Ashok Vaswani Ashok Vaswani's Morgan Stanley Experience July 2003 - October 2012
Job Sr. Virtualization Analyst at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets November 2014 - Present
RBC Capital Markets May 2013 - Present
KPMG/Orion System Integrator November 2012 - May 2013
Morgan Stanley July 2003 - October 2012
JPMorgan Chase May 2001 - June 2003
Merrill Lynch December 1999 - April 2001
CIGNA February 1998 - December 1999
Prudential September 1997 - February 1998
New York Hospital December 1996 - September 1997
Modi Olivetti Ltd (India) March 1992 - November 1996
Education
VMware Vsphere 5.1 (VCAD510) 2015 — 2015
MCTS - SCCM 2007 2012 — 2012
MCTS
Microsoft Certified Systems Engineer 2012 — 2012
CCA - Citrix XenDesktop 5 2011 — 2011
CCA, XenDesktop 5
VMWare VSphere 4.0 2011 — 2011
New York 2000 — 2000
Diploma, Computer Science
University of Hyderabad 1992 — 1994
Bachelor of Science, Mathematics
University of Mumbai 1990 — 1992
Diploma, Computer Science
RBC Capital Markets November 2014 - Present
RBC Capital Markets May 2013 - Present
KPMG/Orion System Integrator November 2012 - May 2013
Morgan Stanley July 2003 - October 2012
JPMorgan Chase May 2001 - June 2003
Merrill Lynch December 1999 - April 2001
CIGNA February 1998 - December 1999
Prudential September 1997 - February 1998
New York Hospital December 1996 - September 1997
Modi Olivetti Ltd (India) March 1992 - November 1996
Education
VMware Vsphere 5.1 (VCAD510) 2015 — 2015
MCTS - SCCM 2007 2012 — 2012
MCTS
Microsoft Certified Systems Engineer 2012 — 2012
CCA - Citrix XenDesktop 5 2011 — 2011
CCA, XenDesktop 5
VMWare VSphere 4.0 2011 — 2011
New York 2000 — 2000
Diploma, Computer Science
University of Hyderabad 1992 — 1994
Bachelor of Science, Mathematics
University of Mumbai 1990 — 1992
Diploma, Computer Science
Bert Ward Bert Ward's Morgan Stanley Experience June 2005 - May 2006
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2006 - Present
Morgan Stanley June 2005 - May 2006
Strategic Capital Bancorp, Inc. October 2002 - October 2004
Skills
Series 7, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Financial Services, Insurance, Retirement, Securities, Data Analysis, Financial Modeling, Series 63, Asset Allocation, CRM
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting and Finance
Principal Financial Group May 2006 - Present
Morgan Stanley June 2005 - May 2006
Strategic Capital Bancorp, Inc. October 2002 - October 2004
Skills
Series 7, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Financial Services, Insurance, Retirement, Securities, Data Analysis, Financial Modeling, Series 63, Asset Allocation, CRM
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting and Finance
Peter Grina Peter Grina's Morgan Stanley Experience December 2003 - December 2011
Job consultant at BMS
Industry Computer & Network Security
Experience
BMS November 2013 - Present
Merck January 2012 - November 2013
Morgan Stanley December 2003 - December 2011
Medco Health June 2003 - November 2003
BMS January 1998 - March 2003
Sun/NYNEX June 1994 - January 1998
Fujitsu Systems Business of America May 1991 - January 1998
RCA/GE/Harris August 1983 - May 1991
Skills
Unix, IT Strategy, Business Analysis, Software Development, Cloud Computing, Information Security..., Perl, Enterprise Architecture, Vendor Management, Linux, Program Management, Data Center, Firewalls, Information Security, Network Security, Integration, ITIL, Security, Disaster Recovery, Solution Architecture, Unix Shell Scripting, SQL, CISSP, Business Continuity
Education
University of Illinois at Urbana-Champaign 1980 — 1983
BS, EE
BMS November 2013 - Present
Merck January 2012 - November 2013
Morgan Stanley December 2003 - December 2011
Medco Health June 2003 - November 2003
BMS January 1998 - March 2003
Sun/NYNEX June 1994 - January 1998
Fujitsu Systems Business of America May 1991 - January 1998
RCA/GE/Harris August 1983 - May 1991
Skills
Unix, IT Strategy, Business Analysis, Software Development, Cloud Computing, Information Security..., Perl, Enterprise Architecture, Vendor Management, Linux, Program Management, Data Center, Firewalls, Information Security, Network Security, Integration, ITIL, Security, Disaster Recovery, Solution Architecture, Unix Shell Scripting, SQL, CISSP, Business Continuity
Education
University of Illinois at Urbana-Champaign 1980 — 1983
BS, EE
Diego Patino, CFP® Diego Patino, CFP®'s Morgan Stanley Experience October 2010 - April 2014
Job Director Private Banker Citi Private Bank Law Firm Group
Industry Financial Services
Experience
Citi Private Bank Law Firm Group May 2014 - Present
Morgan Stanley October 2010 - April 2014
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Commercial Lending, Loans, Credit Analysis, Financial Advisory, Investment Advisory, Wealth Management...
Education
University of Houston, C.T. Bauer College of Business 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Lewisville High School 1990 — 1994
Citi Private Bank Law Firm Group May 2014 - Present
Morgan Stanley October 2010 - April 2014
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Commercial Lending, Loans, Credit Analysis, Financial Advisory, Investment Advisory, Wealth Management...
Education
University of Houston, C.T. Bauer College of Business 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Lewisville High School 1990 — 1994
Joy Bai Joy Bai's Morgan Stanley Experience July 2014 - Present
Job Vice President, Strategy and Client Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Discover Financial Services August 2004 - July 2014
Skills
Predictive Modeling, SAS, Statistical Modeling, Analytics, SAS programming, Time Series Analysis, Data Mining, Predictive Analytics, Credit Risk, Logistic Regression, Marketing Analytics, Customer Analysis, Segmentation, Statistics, Quantitative Analytics, Risk Modeling, Risk Management, Data Analysis, Credit Cards, Database Marketing, Decision Trees, Business Analytics, Econometrics, Financial Modeling, Credit Scoring, Optimization, Teradata, VBA, Risk Analytics, Basel II, Financial Risk, Market Risk, Quantitative Finance
Education
University of Illinois at Chicago 2002 — 2004
M.S., Statistics
Nankai University 1998 — 2002
B.S., Mathematics
Morgan Stanley July 2014 - Present
Discover Financial Services August 2004 - July 2014
Skills
Predictive Modeling, SAS, Statistical Modeling, Analytics, SAS programming, Time Series Analysis, Data Mining, Predictive Analytics, Credit Risk, Logistic Regression, Marketing Analytics, Customer Analysis, Segmentation, Statistics, Quantitative Analytics, Risk Modeling, Risk Management, Data Analysis, Credit Cards, Database Marketing, Decision Trees, Business Analytics, Econometrics, Financial Modeling, Credit Scoring, Optimization, Teradata, VBA, Risk Analytics, Basel II, Financial Risk, Market Risk, Quantitative Finance
Education
University of Illinois at Chicago 2002 — 2004
M.S., Statistics
Nankai University 1998 — 2002
B.S., Mathematics
Jason Blasingame Jason Blasingame's Morgan Stanley Experience August 2008 - June 2010
Job Staff Auditor at M&K CPAs
Industry Accounting
Experience
M&K CPAS November 2014 - Present
Carriage Services December 2012 - November 2014
Salient Partners June 2012 - December 2012
EnCap Investments L.P January 2012 - May 2012
City of Houston October 2010 - November 2011
Morgan Stanley August 2008 - June 2010
Neighborhood Tax Centers (VITA) December 2009 - April 2010
Skills
Financial Analysis, Access, CPA, Tax, Microsoft Excel, General Ledger, Due Diligence, PowerPoint, Financial Statements, Variance Analysis, Hyperion Enterprise, Month End Close, Microsoft Word, Auditing, Accounting, Microsoft Dynamics, Essbase, RIA Checkpoint, Risk Management, ProSystem fx Engagement, Financial Accounting, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science (M.S.), Accounting
University of Houston 2004 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
High School for the Performing and Visual Arts 2000 — 2004
M&K CPAS November 2014 - Present
Carriage Services December 2012 - November 2014
Salient Partners June 2012 - December 2012
EnCap Investments L.P January 2012 - May 2012
City of Houston October 2010 - November 2011
Morgan Stanley August 2008 - June 2010
Neighborhood Tax Centers (VITA) December 2009 - April 2010
Skills
Financial Analysis, Access, CPA, Tax, Microsoft Excel, General Ledger, Due Diligence, PowerPoint, Financial Statements, Variance Analysis, Hyperion Enterprise, Month End Close, Microsoft Word, Auditing, Accounting, Microsoft Dynamics, Essbase, RIA Checkpoint, Risk Management, ProSystem fx Engagement, Financial Accounting, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science (M.S.), Accounting
University of Houston 2004 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
High School for the Performing and Visual Arts 2000 — 2004
Nick Stavropoulos's Morgan Stanley Experience April 2002 - April 2003
Job Vice President, Business Banking at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
JPMorgan Chase April 2006 - January 2012
Chase Bank May 2004 - April 2006
Morgan Stanley April 2002 - April 2003
Skills
Small Business, Small Business Lending, Cash Management, Treasury Services, Fluent in Greek(oral..., Sales, Portfolio Management, SBA, Relationship Management, Merchant Services, Retail Banking, Loans, Financial Services, Finance, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Banking
Education
University of Illinois at Chicago 1999 — 2003
Finance, Banking & International Business
Bank of America January 2012 - Present
JPMorgan Chase April 2006 - January 2012
Chase Bank May 2004 - April 2006
Morgan Stanley April 2002 - April 2003
Skills
Small Business, Small Business Lending, Cash Management, Treasury Services, Fluent in Greek(oral..., Sales, Portfolio Management, SBA, Relationship Management, Merchant Services, Retail Banking, Loans, Financial Services, Finance, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Banking
Education
University of Illinois at Chicago 1999 — 2003
Finance, Banking & International Business
Kristen Berglund Kristen Berglund's Morgan Stanley Experience 1996 - 2003
Job Psychotherapist at Houston Psychotherapists, Inc.
Industry Mental Health Care
Experience
Houston Psychotherapists, Inc. April 2009 - Present
Mental Health America 2009 - Present
University of Houston-Clear Lake January 2008 - December 2008
Morgan Stanley 1996 - 2003
Skills
Postpartum, Depression, Anxiety Disorders, Parenting Issues, Marriage counseling, Grief Counseling, Counseling, Mental Health, Social Services, Psychology, Counselling, Mental Health Counseling, CBT, Behavioral Health, Psychotherapy, Sexual Trauma, Psychoeducation
Education
University of Houston-Clear Lake 2003 — 2008
MA, Clinical Psychology
University of Chicago 1988 — 1992
BA, English
Houston Psychotherapists, Inc. April 2009 - Present
Mental Health America 2009 - Present
University of Houston-Clear Lake January 2008 - December 2008
Morgan Stanley 1996 - 2003
Skills
Postpartum, Depression, Anxiety Disorders, Parenting Issues, Marriage counseling, Grief Counseling, Counseling, Mental Health, Social Services, Psychology, Counselling, Mental Health Counseling, CBT, Behavioral Health, Psychotherapy, Sexual Trauma, Psychoeducation
Education
University of Houston-Clear Lake 2003 — 2008
MA, Clinical Psychology
University of Chicago 1988 — 1992
BA, English
Mehrzad Kondazi Mehrzad Kondazi's Morgan Stanley Experience July 2009 - December 2010
Job Operations Control Center Manager at Swissport
Industry Marketing and Advertising
Experience
Swissport December 2014 - Present
confidential February 2012 - December 2014
Confidential January 2011 - January 2013
Morgan Stanley July 2009 - December 2010
Merrill Lynch September 2006 - June 2009
Army National Guard January 2002 - January 2005
US Navy January 1997 - August 2001
Embassy Row Hilton Hotel July 1995 - January 1997
Skills
Marketing, Foreign Languages, New Business Development, Event Management, Marketing Event Planning, Large-scale Event..., Military Experience, Sales Management, Marketing Management, Marketing Research, Financial Analysis, Global Marketing, Global Business..., International Sales, International Project..., International Marketing, Account Management, Key Account Management, Project Management, Talent Acquisition, Multilingual, Sales, Applicant Tracking..., Analysis, Leadership, Management, Market Research, Training, Salesforce.com, Marketing Strategy, Sales Operations, Human Resources, Cold Calling, Strategic Planning, Budgets, Coaching, CRM, Time Management
Education
University of Houston 2002 — 2006
BA, Economics
Clauberg Gymnasium 1990 — 1993
Abitur
Swissport December 2014 - Present
confidential February 2012 - December 2014
Confidential January 2011 - January 2013
Morgan Stanley July 2009 - December 2010
Merrill Lynch September 2006 - June 2009
Army National Guard January 2002 - January 2005
US Navy January 1997 - August 2001
Embassy Row Hilton Hotel July 1995 - January 1997
Skills
Marketing, Foreign Languages, New Business Development, Event Management, Marketing Event Planning, Large-scale Event..., Military Experience, Sales Management, Marketing Management, Marketing Research, Financial Analysis, Global Marketing, Global Business..., International Sales, International Project..., International Marketing, Account Management, Key Account Management, Project Management, Talent Acquisition, Multilingual, Sales, Applicant Tracking..., Analysis, Leadership, Management, Market Research, Training, Salesforce.com, Marketing Strategy, Sales Operations, Human Resources, Cold Calling, Strategic Planning, Budgets, Coaching, CRM, Time Management
Education
University of Houston 2002 — 2006
BA, Economics
Clauberg Gymnasium 1990 — 1993
Abitur
Mark Meteisis Mark Meteisis's Morgan Stanley Experience July 2013 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley July 2013 - Present
Goldman Sachs July 2011 - May 2013
Alcatel-Lucent May 2010 - August 2010
Cisco Systems May 2009 - August 2009
Metra May 2008 - August 2008
Skills
Java, Maven, Spring, SQL, Sybase, Databases, C++, C, Scripting, Bash, Perl, Unix, Linux, IntelliJ IDEA, Eclipse, Software Development, Requirements Gathering, Domain Modeling, Testing, Web Development, PHP, HTML, CSS, Programming, Operating Systems, Cygwin, Microsoft Office, Outlook, Outlook Express, Microsoft Word, Microsoft Excel, SSL, Subversion, Tortoise SVN, Putty, Computer Science, Financial Technology, JUnit, Mockito, EasyMock, Algorithms, Algorithm Design, DB2, Unit Testing, Test Driven Development, Object Oriented Design, Communication Skills, Business Analysis, SDLC, TeamCity
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor, Computer Science
Morgan Stanley July 2013 - Present
Goldman Sachs July 2011 - May 2013
Alcatel-Lucent May 2010 - August 2010
Cisco Systems May 2009 - August 2009
Metra May 2008 - August 2008
Skills
Java, Maven, Spring, SQL, Sybase, Databases, C++, C, Scripting, Bash, Perl, Unix, Linux, IntelliJ IDEA, Eclipse, Software Development, Requirements Gathering, Domain Modeling, Testing, Web Development, PHP, HTML, CSS, Programming, Operating Systems, Cygwin, Microsoft Office, Outlook, Outlook Express, Microsoft Word, Microsoft Excel, SSL, Subversion, Tortoise SVN, Putty, Computer Science, Financial Technology, JUnit, Mockito, EasyMock, Algorithms, Algorithm Design, DB2, Unit Testing, Test Driven Development, Object Oriented Design, Communication Skills, Business Analysis, SDLC, TeamCity
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor, Computer Science
Dave Polhill Dave Polhill's Morgan Stanley Experience August 2012 - April 2014
Job Branch Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments April 2014 - Present
Morgan Stanley August 2012 - April 2014
Education
University of Illinois at Urbana-Champaign 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
MBA, Business
PNC Investments April 2014 - Present
Morgan Stanley August 2012 - April 2014
Education
University of Illinois at Urbana-Champaign 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
MBA, Business
Joseph Kraft's Morgan Stanley Experience July 2001 - January 2010
Job Member of the Board at Milestones Autism Resources
Industry Financial Services
Experience
Milestones Autism Resources August 2014 - Present
Hattie Larlham 2013 - Present
Robert W. Baird & Co. January 2010 - Present
Morgan Stanley July 2001 - January 2010
Morgan Stanley Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1991
Skills
Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Insurance, Retirement, IRAs, Mutual Funds, Investments, Estate Planning, 401k, Portfolio Management, Investment Management, Equities, Asset Managment, Investment Strategies, Wealth Management..., Financial Advisory, Series 63, Finance, Securities, Financial Analysis, Financial Planning, Asset Management
Education
University of Illinois at Urbana-Champaign 1983 — 1989
BA, Economics
University of Chicago
Milestones Autism Resources August 2014 - Present
Hattie Larlham 2013 - Present
Robert W. Baird & Co. January 2010 - Present
Morgan Stanley July 2001 - January 2010
Morgan Stanley Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1991
Skills
Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Insurance, Retirement, IRAs, Mutual Funds, Investments, Estate Planning, 401k, Portfolio Management, Investment Management, Equities, Asset Managment, Investment Strategies, Wealth Management..., Financial Advisory, Series 63, Finance, Securities, Financial Analysis, Financial Planning, Asset Management
Education
University of Illinois at Urbana-Champaign 1983 — 1989
BA, Economics
University of Chicago
Alex Grinfeld Alex Grinfeld's Morgan Stanley Experience June 2013 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Goldman Sachs October 2007 - June 2013
International Futures & Options Associates June 2002 - October 2007
Skills
Fixed Income, Electronic Trading, Hedge Funds, Derivatives, Equities, Options, Trading, Equity Derivatives, Futures Trading, Bloomberg, Commodity Markets, Equity Trading, Financial Markets, Market Data, Trading Systems
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, Commodity Finance
Morgan Stanley June 2013 - Present
Goldman Sachs October 2007 - June 2013
International Futures & Options Associates June 2002 - October 2007
Skills
Fixed Income, Electronic Trading, Hedge Funds, Derivatives, Equities, Options, Trading, Equity Derivatives, Futures Trading, Bloomberg, Commodity Markets, Equity Trading, Financial Markets, Market Data, Trading Systems
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, Commodity Finance
László Márkus's Morgan Stanley Experience 2006 - 2010
Job Customer Program Team Manager Europe at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain March 2010 - Present
Morgan Stanley 2006 - 2010
Skills
Analysis, Project Management, Program Management, Account Management, Communication, Team Management, Human Resources, Business English, Contract Management, Analytics, Strategy, Operations Management, Business Process, Microsoft Excel, Leadership, Business Planning, Team Building, Business Intelligence, Negotiation, Business Development, Customer Satisfaction
Education
University of Hertfordshire 2002 — 2005
DMS, Business/Managerial Economics, Post Graduate Diploma
Harrow College 2001 — 2002
EFL Studies - Cambridge Advanced
Iron Mountain March 2010 - Present
Morgan Stanley 2006 - 2010
Skills
Analysis, Project Management, Program Management, Account Management, Communication, Team Management, Human Resources, Business English, Contract Management, Analytics, Strategy, Operations Management, Business Process, Microsoft Excel, Leadership, Business Planning, Team Building, Business Intelligence, Negotiation, Business Development, Customer Satisfaction
Education
University of Hertfordshire 2002 — 2005
DMS, Business/Managerial Economics, Post Graduate Diploma
Harrow College 2001 — 2002
EFL Studies - Cambridge Advanced
Scott Davies, CFA, CMT Scott Davies, CFA, CMT's Morgan Stanley Experience June 2000 - November 2002
Job Director Institutional Portfolio Strategy at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. February 2013 - Present
Brown Brothers Harriman November 2004 - September 2012
Corporation for Community Housing January 2003 - October 2004
Morgan Stanley June 2000 - November 2002
Goldman Sachs May 1999 - August 1999
Griffin, Kubik, Stephens, & Thompson, Inc. Investment Bankers May 1998 - August 1998
Skills
Fundamental Equity..., Equity Portfolio..., Technical Analysis, Tactical Investment..., Investor Psychology, Intermarket Analysis, Financial Modeling, Cycle Analysis, ETFs, Sector/Industry..., Research Report..., Series 7, Series 63, Series 86, Series 87, Equities, Valuation, Tactical, Research, Asset Allocation, Cycle, Mutual Funds, Portfolio Management, Bloomberg, Fixed Income, FINRA, Investments, Equity Research
Education
University of Illinois at Chicago 1996 — 2000
Bachelor's of Science, Economics, Finance, GPA: Cumulative 4.83/5.0 Major 5.0/5.0
Malvern Collegiate
Oppenheimer & Co. February 2013 - Present
Brown Brothers Harriman November 2004 - September 2012
Corporation for Community Housing January 2003 - October 2004
Morgan Stanley June 2000 - November 2002
Goldman Sachs May 1999 - August 1999
Griffin, Kubik, Stephens, & Thompson, Inc. Investment Bankers May 1998 - August 1998
Skills
Fundamental Equity..., Equity Portfolio..., Technical Analysis, Tactical Investment..., Investor Psychology, Intermarket Analysis, Financial Modeling, Cycle Analysis, ETFs, Sector/Industry..., Research Report..., Series 7, Series 63, Series 86, Series 87, Equities, Valuation, Tactical, Research, Asset Allocation, Cycle, Mutual Funds, Portfolio Management, Bloomberg, Fixed Income, FINRA, Investments, Equity Research
Education
University of Illinois at Chicago 1996 — 2000
Bachelor's of Science, Economics, Finance, GPA: Cumulative 4.83/5.0 Major 5.0/5.0
Malvern Collegiate
Elvis Espinoza Elvis Espinoza's Morgan Stanley Experience August 2007 - May 2008
Job Associate at J.P. Morgan Private Banking
Industry Banking
Experience
J.P. Morgan January 2011 - Present
JPMorgan Chase March 2009 - January 2011
Morgan Stanley Smith Barney May 2008 - October 2008
Morgan Stanley August 2007 - May 2008
Army National Guard May 2002 - April 2004
Education
University of Illinois at Chicago 2004 — 2008
B.S., Finance, Management
Lane Tech College Preparatory High School 1999 — 2003
HS Degree, Tech
J.P. Morgan January 2011 - Present
JPMorgan Chase March 2009 - January 2011
Morgan Stanley Smith Barney May 2008 - October 2008
Morgan Stanley August 2007 - May 2008
Army National Guard May 2002 - April 2004
Education
University of Illinois at Chicago 2004 — 2008
B.S., Finance, Management
Lane Tech College Preparatory High School 1999 — 2003
HS Degree, Tech
Lori Corbett Lori Corbett's Morgan Stanley Experience November 2005 - August 2011
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA April 2014 - Present
Citibank August 2011 - Present
Morgan Stanley November 2005 - August 2011
DIAMOND MANAGEMENT & TECHNOLOGY CONSULTANTS, INC October 2004 - November 2005
CGI-AMS July 1999 - October 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Institute of European Studies
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics/ French
Morgan Stanley Private Bank, NA April 2014 - Present
Citibank August 2011 - Present
Morgan Stanley November 2005 - August 2011
DIAMOND MANAGEMENT & TECHNOLOGY CONSULTANTS, INC October 2004 - November 2005
CGI-AMS July 1999 - October 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Institute of European Studies
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics/ French
Abdul Durvesh Abdul Durvesh's Morgan Stanley Experience 2011 - 2011
Job Experienced Business Analyst | SP&A at City of Chicago Board Of Education
Industry Education Management
Experience
City Of Chicago - Board Of Education November 2013 - Present
ULTA Beauty 2012 - 2013
McGraw-Hill Higher Education 2012 - 2012
Dyson 2011 - 2012
Morgan Stanley 2011 - 2011
U.S. Cellular August 2008 - August 2010
AT&T 2007 - 2008
Faraz International June 2006 - July 2007
Skills
Forecasting, Analysis, Finance, Microsoft Excel, Access, Financial Analysis, PowerPoint, Financial Modeling, Financial Reporting, Microsoft Word, Budgets, Accounting, Strategic Financial..., SAP BW, Investments, SQL, Arabic, Hindi, Oracle E-Business Suite, TM1, Cognos, Supply Chain, Supply Chain..., Business Analysis, Strategy, Project Management, Leadership, Process Improvement, Management, Customer Service, Sales, Data Analysis, SAP, Time Management, Microsoft Office
Education
University of Illinois at Chicago 2009 — 2011
Degree: Bachelor of Science, Finance
City Of Chicago - Board Of Education November 2013 - Present
ULTA Beauty 2012 - 2013
McGraw-Hill Higher Education 2012 - 2012
Dyson 2011 - 2012
Morgan Stanley 2011 - 2011
U.S. Cellular August 2008 - August 2010
AT&T 2007 - 2008
Faraz International June 2006 - July 2007
Skills
Forecasting, Analysis, Finance, Microsoft Excel, Access, Financial Analysis, PowerPoint, Financial Modeling, Financial Reporting, Microsoft Word, Budgets, Accounting, Strategic Financial..., SAP BW, Investments, SQL, Arabic, Hindi, Oracle E-Business Suite, TM1, Cognos, Supply Chain, Supply Chain..., Business Analysis, Strategy, Project Management, Leadership, Process Improvement, Management, Customer Service, Sales, Data Analysis, SAP, Time Management, Microsoft Office
Education
University of Illinois at Chicago 2009 — 2011
Degree: Bachelor of Science, Finance
Gary Burgess Gary Burgess's Morgan Stanley Experience July 2014 - Present
Job Executive Director/ Complex Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Merrill Lynch December 2013 - July 2014
Merrill Lynch December 2011 - December 2013
Deutsche Bank December 2009 - October 2011
Smith Barney August 1996 - December 2009
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Asset Allocation, Mutual Funds, Securities, Investments, Equities, Asset Management, Investment Advisory, Fixed Income
Education
University of Houston 1981 — 1985
Bachelor of Science, Economics
Morgan Stanley July 2014 - Present
Merrill Lynch December 2013 - July 2014
Merrill Lynch December 2011 - December 2013
Deutsche Bank December 2009 - October 2011
Smith Barney August 1996 - December 2009
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Asset Allocation, Mutual Funds, Securities, Investments, Equities, Asset Management, Investment Advisory, Fixed Income
Education
University of Houston 1981 — 1985
Bachelor of Science, Economics
Emma Goodman's Morgan Stanley Experience May 2015 - Present
Job Senior Associate at Morgan Stanley
Industry Entertainment
Experience
Morgan Stanley May 2015 - Present
UBS Wealth Management March 2013 - May 2015
Creative Media Company October 2012 - March 2013
Artist International January 2012 - September 2012
Girl Future September 2011 - December 2011
Houston ISD May 2010 - August 2011
Culture map May 2007 - August 2008
Dr. Polly McLean August 2006 - August 2007
MESA, Moving to End Sexual Assault May 2003 - May 2006
Education
University of Houston 2011 — 2012
Post-Baccalaureate Graduate Studies, 20th Century American History, 3.8
University of Colorado 2003 — 2007
Bachelors, Political Science and Women and Gender Studies, 3.8
Morgan Stanley May 2015 - Present
UBS Wealth Management March 2013 - May 2015
Creative Media Company October 2012 - March 2013
Artist International January 2012 - September 2012
Girl Future September 2011 - December 2011
Houston ISD May 2010 - August 2011
Culture map May 2007 - August 2008
Dr. Polly McLean August 2006 - August 2007
MESA, Moving to End Sexual Assault May 2003 - May 2006
Education
University of Houston 2011 — 2012
Post-Baccalaureate Graduate Studies, 20th Century American History, 3.8
University of Colorado 2003 — 2007
Bachelors, Political Science and Women and Gender Studies, 3.8
John Paffendorf John Paffendorf's Morgan Stanley Experience September 2007 - February 2015
Job Private Wealth Advisor at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley September 2007 - February 2015
UBS Wealth Management June 2003 - September 2007
Merrill Lynch June 2001 - June 2003
Huntington Holdings January 1998 - 2001
Education
University of Idaho
Finance, Accounting & Finance
Merrill Lynch February 2015 - Present
Morgan Stanley September 2007 - February 2015
UBS Wealth Management June 2003 - September 2007
Merrill Lynch June 2001 - June 2003
Huntington Holdings January 1998 - 2001
Education
University of Idaho
Finance, Accounting & Finance
Richard Rios's Morgan Stanley Experience March 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Enterprise Recovery Systems, Inc.® July 2013 - February 2015
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Stanley Weinberg & Associates June 2007 - May 2008
Skills
Financial Statements, Financial Analysis, Microsoft Excel, Credit, Loans, Microsoft Office, Accounting, Banking, Financial Reporting, Sales, Negotiation, Collections, Business Strategy, Motivated self-starter, Contingency Planning, Operational Risk..., Project Management, Public Speaking, Derivatives, Investment Properties, Market Research, Financial Modeling, Economics, Research, Team Leadership, Business Development, Business Decision Making, Organizational..., Client Development, Motivational Speaking, Treasury Management, Management, Process Improvement, Leadership, Finance, Analysis, Risk Management, Customer Service, Training, Financial Risk, Portfolio Management, Executive Management, Investments, Access, Business Analysis, Strategic Planning
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Science (B.S.), Finance
Morgan Stanley March 2015 - Present
Enterprise Recovery Systems, Inc.® July 2013 - February 2015
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Stanley Weinberg & Associates June 2007 - May 2008
Skills
Financial Statements, Financial Analysis, Microsoft Excel, Credit, Loans, Microsoft Office, Accounting, Banking, Financial Reporting, Sales, Negotiation, Collections, Business Strategy, Motivated self-starter, Contingency Planning, Operational Risk..., Project Management, Public Speaking, Derivatives, Investment Properties, Market Research, Financial Modeling, Economics, Research, Team Leadership, Business Development, Business Decision Making, Organizational..., Client Development, Motivational Speaking, Treasury Management, Management, Process Improvement, Leadership, Finance, Analysis, Risk Management, Customer Service, Training, Financial Risk, Portfolio Management, Executive Management, Investments, Access, Business Analysis, Strategic Planning
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Science (B.S.), Finance
Sirisha Prasad Sirisha Prasad's Morgan Stanley Experience July 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Merchant Card Services at University of Illinois at Urbana-Champaign January 2013 - May 2014
Morgan Stanley June 2013 - August 2013
Luvata May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg, Business Development, Financial Reporting, Process Engineering, R, CFA Level 1 Candidate, Statistics, Finance, Microsoft Word, Investments, Public Speaking, Microsoft Office, Leadership, Customer Service, Research, Teamwork, Social Media, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Finance, Statistics, Industrial Engineering
Morgan Stanley July 2014 - Present
Merchant Card Services at University of Illinois at Urbana-Champaign January 2013 - May 2014
Morgan Stanley June 2013 - August 2013
Luvata May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg, Business Development, Financial Reporting, Process Engineering, R, CFA Level 1 Candidate, Statistics, Finance, Microsoft Word, Investments, Public Speaking, Microsoft Office, Leadership, Customer Service, Research, Teamwork, Social Media, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Finance, Statistics, Industrial Engineering
Jeremy Garn Jeremy Garn's Morgan Stanley Experience January 2000 - February 2002
Job Tenant Representation
Industry Real Estate
Experience
JMG REAL ESTATE INC. July 2015 - Present
Integrity Finance and Loan, Inc. September 2002 - October 2012
Morgan Stanley January 2000 - February 2002
Skills
Real Estate Transactions, Investments, Entrepreneurship, Real Estate, Property, Investors, Start-ups, Finance, Negotiation, Mortgage Lending, Contract Negotiation, Commercial Real Estate, Refinance, Residential Homes, Investment Properties, FHA, Small Business, Disposition, Loans, Short Sales, Single Family Homes, Funding, Selling, Foreclosures, Rentals, Condos, Buyer Representation, Portfolio Management, Commercial Mortgages, Investment Banking, Real Estate Development, Property Management, Residential Mortgages, First Time Home Buyers, Real Estate Financing, Due Diligence, Real Estate Economics, Mergers & Acquisitions, Real Property, Mortgage Banking, REO, Brokerage, Leases, Structured Finance, Banking, Asset Management, Loan Origination, Valuation
Education
University of Idaho
Finance
University of South Carolina-Columbia
University of South Carolina-Columbia
JMG REAL ESTATE INC. July 2015 - Present
Integrity Finance and Loan, Inc. September 2002 - October 2012
Morgan Stanley January 2000 - February 2002
Skills
Real Estate Transactions, Investments, Entrepreneurship, Real Estate, Property, Investors, Start-ups, Finance, Negotiation, Mortgage Lending, Contract Negotiation, Commercial Real Estate, Refinance, Residential Homes, Investment Properties, FHA, Small Business, Disposition, Loans, Short Sales, Single Family Homes, Funding, Selling, Foreclosures, Rentals, Condos, Buyer Representation, Portfolio Management, Commercial Mortgages, Investment Banking, Real Estate Development, Property Management, Residential Mortgages, First Time Home Buyers, Real Estate Financing, Due Diligence, Real Estate Economics, Mergers & Acquisitions, Real Property, Mortgage Banking, REO, Brokerage, Leases, Structured Finance, Banking, Asset Management, Loan Origination, Valuation
Education
University of Idaho
Finance
University of South Carolina-Columbia
University of South Carolina-Columbia
Cullen Burns Cullen Burns's Morgan Stanley Experience 2000 - 2001
Job Grainger Manufacturing Team
Industry Oil & Energy
Experience
Grainger April 2015 - Present
Sprint May 2011 - August 2014
ExxonMobil September 2010 - June 2011
Oce Printing Systems July 2008 - June 2011
24 Hour Fitness 2002 - 2008
Morgan Stanley 2000 - 2001
Skills
B2B, Sales Operations, Account Management, Salesforce.com, Management, Customer Retention, Strategy, Contract Negotiation, Strategic Partnerships, Team Building, Leadership, Marketing, Key Account Management, Customer Experience, Strategic Planning, Business Strategy, HSE Management Systems, HSE auditing, Safety Management..., Process Safety, Workplace Safety
Education
University of Houston 2001 — 2012
Bachelor's degree, Public Relations/Image Management
University of Houston 2001 — 2006
BS - Communications
Grainger April 2015 - Present
Sprint May 2011 - August 2014
ExxonMobil September 2010 - June 2011
Oce Printing Systems July 2008 - June 2011
24 Hour Fitness 2002 - 2008
Morgan Stanley 2000 - 2001
Skills
B2B, Sales Operations, Account Management, Salesforce.com, Management, Customer Retention, Strategy, Contract Negotiation, Strategic Partnerships, Team Building, Leadership, Marketing, Key Account Management, Customer Experience, Strategic Planning, Business Strategy, HSE Management Systems, HSE auditing, Safety Management..., Process Safety, Workplace Safety
Education
University of Houston 2001 — 2012
Bachelor's degree, Public Relations/Image Management
University of Houston 2001 — 2006
BS - Communications
Amit Pandya Amit Pandya's Morgan Stanley Experience July 2012 - Present
Job Global Marketing Architect Vision, Strategy, Research and Infrastructure Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley July 2012 - Present
Motorola Solutions April 2011 - November 2012
Aircell February 2010 - April 2011
DFM June 2006 - February 2010
McDonald's Corporation June 2006 - July 2007
OSIRIS Solutions Pvt Ltd September 2004 - June 2006
Amdocs January 2002 - August 2004
Skills
E-commerce, Marketing Automation, SEO, Business Analysis, CRM, Salesforce.com, Strategy, Google Analytics, Eloqua, Project Management, SEM, Marketing Strategy, Analytics, Integrated Marketing, B2B, Social Media Marketing, Marketing Operations, SFDC, ROMI, Database Marketing, Demand Generation, PPC, Revenue Forecasting, Campaign Management, Business Process..., MS Project, Web Design, Vision, Global Marketing..., Global Business..., Strategic Planning, Enterprise Product..., Predictive Modeling, Sales Enablement, Predictive Analytics, KPI Dashboards, Marketing ROI, Revenue Management, Responsive Design, Resource Planning, Photoshop, Dreamweaver, Adobe Target, Adobe..., WebTrends Analytics, Clicktale, Spotfire, Business Objects, Jive, JIRA
Education
University of Illinois at Chicago 1999 — 2002
Bachelor of Science (B.S.), Computer Software Engineering
Morgan Stanley July 2012 - Present
Motorola Solutions April 2011 - November 2012
Aircell February 2010 - April 2011
DFM June 2006 - February 2010
McDonald's Corporation June 2006 - July 2007
OSIRIS Solutions Pvt Ltd September 2004 - June 2006
Amdocs January 2002 - August 2004
Skills
E-commerce, Marketing Automation, SEO, Business Analysis, CRM, Salesforce.com, Strategy, Google Analytics, Eloqua, Project Management, SEM, Marketing Strategy, Analytics, Integrated Marketing, B2B, Social Media Marketing, Marketing Operations, SFDC, ROMI, Database Marketing, Demand Generation, PPC, Revenue Forecasting, Campaign Management, Business Process..., MS Project, Web Design, Vision, Global Marketing..., Global Business..., Strategic Planning, Enterprise Product..., Predictive Modeling, Sales Enablement, Predictive Analytics, KPI Dashboards, Marketing ROI, Revenue Management, Responsive Design, Resource Planning, Photoshop, Dreamweaver, Adobe Target, Adobe..., WebTrends Analytics, Clicktale, Spotfire, Business Objects, Jive, JIRA
Education
University of Illinois at Chicago 1999 — 2002
Bachelor of Science (B.S.), Computer Software Engineering
Blaine Douglas Blaine Douglas's Morgan Stanley Experience 2002 - 2004
Job Financial Advisor helping clients with investing, the markets and personal finance
Industry Financial Services
Experience
Old Course Invesment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
In The Money! 2010 - May 2012
Merrill Lynch 2004 - 2009
Morgan Stanley 2002 - 2004
Mix 96.5 FM KHMX Houston 1999 - 2001
Six Flags Theme Parks 1996 - 2000
Skills
Investments, Mutual Funds, Asset Allocation, Personal Finance, Estate Planning, Life Insurance, Insurance, Personal Financial..., Health Insurance, Personal Budgeting, Budgeting, Leadership, Team Building, Asset Management, Cash Flow, Cash Management, Retirement Planning, Retirement Savings, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, 401k, Portfolio Management, Portfolio Optimization, Investment Advisory, Financial Advisory, Long-term Care, Retirement Solutions
Education
University of Houston-Clear Lake
B.A.
Old Course Invesment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
In The Money! 2010 - May 2012
Merrill Lynch 2004 - 2009
Morgan Stanley 2002 - 2004
Mix 96.5 FM KHMX Houston 1999 - 2001
Six Flags Theme Parks 1996 - 2000
Skills
Investments, Mutual Funds, Asset Allocation, Personal Finance, Estate Planning, Life Insurance, Insurance, Personal Financial..., Health Insurance, Personal Budgeting, Budgeting, Leadership, Team Building, Asset Management, Cash Flow, Cash Management, Retirement Planning, Retirement Savings, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, 401k, Portfolio Management, Portfolio Optimization, Investment Advisory, Financial Advisory, Long-term Care, Retirement Solutions
Education
University of Houston-Clear Lake
B.A.
Danielle Lanza Danielle Lanza's Morgan Stanley Experience July 2012 - December 2014
Job Innovative, selfmotivated professional with sales, marketing, and customer relations experience
Industry Financial Services
Experience
Nitya Capital December 2014 - Present
Michael Kors December 2009 - Present
Morgan Stanley July 2012 - December 2014
Nearterm July 2011 - July 2012
Skills
Sales, Marketing, Finance, Retirement
Education
University of Houston
Bachelor of Science, Kinesiology - Sports Administration
Nitya Capital December 2014 - Present
Michael Kors December 2009 - Present
Morgan Stanley July 2012 - December 2014
Nearterm July 2011 - July 2012
Skills
Sales, Marketing, Finance, Retirement
Education
University of Houston
Bachelor of Science, Kinesiology - Sports Administration
Vidas Kulbis's Morgan Stanley Experience June 2015 - Present
Job Intern at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley June 2015 - Present
CITES Instructional Computing Services January 2015 - Present
Academic Tutor August 2013 - May 2014
Moksleivai Ateitiniku Kuopa August 2013 - May 2014
Camp Dainava June 2009 - June 2013
Violin Tutor August 2012 - May 2013
Skills
Java Coding, Public Speaking, Program Management, Foreign Languages, Leadership
Education
University of Illinois at Urbana-Champaign 2014 — 2018
Bachelor of Applied Science (BASc), Engineering Technology, General, Freshmen
Riverside Brookfield High school 2009 — 2014
Morgan Stanley June 2015 - Present
CITES Instructional Computing Services January 2015 - Present
Academic Tutor August 2013 - May 2014
Moksleivai Ateitiniku Kuopa August 2013 - May 2014
Camp Dainava June 2009 - June 2013
Violin Tutor August 2012 - May 2013
Skills
Java Coding, Public Speaking, Program Management, Foreign Languages, Leadership
Education
University of Illinois at Urbana-Champaign 2014 — 2018
Bachelor of Applied Science (BASc), Engineering Technology, General, Freshmen
Riverside Brookfield High school 2009 — 2014
Yu (Roger) Yuan's Morgan Stanley Experience May 2013 - June 2013
Job MS in Financial Engineering, minor in IT management, University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Industrial and Commercial Bank of China, New York May 2014 - June 2014
Morgan Stanley May 2013 - June 2013
Orient Securities March 2011 - June 2012
BroadVision December 2008 - March 2011
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science in Financial Engineering, Minor in Technology Management, 3.82/4.0
University of Nottingham 2005 — 2008
Bachelor of Science, Mathematics and Economics, First Class Joint Honors
Industrial and Commercial Bank of China, New York May 2014 - June 2014
Morgan Stanley May 2013 - June 2013
Orient Securities March 2011 - June 2012
BroadVision December 2008 - March 2011
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science in Financial Engineering, Minor in Technology Management, 3.82/4.0
University of Nottingham 2005 — 2008
Bachelor of Science, Mathematics and Economics, First Class Joint Honors
Jim Mihos, CFA Jim Mihos, CFA's Morgan Stanley Experience 2004 - 2005
Job Investment Consultant at Aon Hewitt Investment Consulting, Inc.
Industry Financial Services
Experience
Aon Hewitt Investment Consulting, Inc. August 2005 - Present
Morgan Stanley 2004 - 2005
CDW 2003 - 2004
W.W. Grainger 1999 - 2003
Ibbotson Associates 1998 - 1999
Skills
Investments, Asset Allocation, Mutual Funds, Asset Managment, Financial Modeling, Portfolio Management, Wealth Management, Equities, Investment Strategies, Defined Contribution, Asset Management, Retirement, 401k, Valuation, Series 7, Financial Services, Investment Management, Finance, Alternative Investments, Fixed Income, Strategic Financial..., Risk Management, Financial Analysis, Investment Advisory, Morningstar
Education
University of Illinois at Chicago 1996 — 1999
Finance, Finance & Accounting
Aon Hewitt Investment Consulting, Inc. August 2005 - Present
Morgan Stanley 2004 - 2005
CDW 2003 - 2004
W.W. Grainger 1999 - 2003
Ibbotson Associates 1998 - 1999
Skills
Investments, Asset Allocation, Mutual Funds, Asset Managment, Financial Modeling, Portfolio Management, Wealth Management, Equities, Investment Strategies, Defined Contribution, Asset Management, Retirement, 401k, Valuation, Series 7, Financial Services, Investment Management, Finance, Alternative Investments, Fixed Income, Strategic Financial..., Risk Management, Financial Analysis, Investment Advisory, Morningstar
Education
University of Illinois at Chicago 1996 — 1999
Finance, Finance & Accounting
Monte Houston Monte Houston's Morgan Stanley Experience January 1998 - January 2001
Job Business Development Manager/Legal Recruiter at Collier Legal Search
Industry Staffing and Recruiting
Experience
Collier Legal Search January 2014 - Present
American Search Partners September 2011 - January 2014
Dearborn & Creggs August 2009 - September 2011
MetLife Resources June 2002 - September 2009
TIG Capital Securities January 2001 - January 2002
Morgan Stanley January 1998 - January 2001
Skills
Retirement, Investments, Wealth, Customer Relations, Asset, Strategic Planning, Series 7, Retirement Planning, Securities, Annuities, Mutual Funds, Wealth Management, Financial Advisory, FINRA, Asset Allocation, IRA's, Portfolios, Bonds, High Net Worth..., Long Term Care, Stocks, Brokerage, Insurance, Series 65, Financial Advice, 401k, Asset Management, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Investment Products, Career Assessment, Expand Revenues, Interact with C Clients, Client Rapport, Recruiting, Relationship..., Relationship Management, Fixed Annuities, Customer Service, Leadership, Sourcing, Staffing Services, Permanent Placement, Recruitment Advertising, Talent Acquisition, Screening Resumes, Employee Relations, Temporary Staffing
Education
University of Houston
BA, Political Science, graduated with honors, GPA - 3.65
Washington D.C. Pharmaceutical Sales 2000 — 2000
CNP Certificate - #606122014, Pharmacology, 90%
Collier Legal Search January 2014 - Present
American Search Partners September 2011 - January 2014
Dearborn & Creggs August 2009 - September 2011
MetLife Resources June 2002 - September 2009
TIG Capital Securities January 2001 - January 2002
Morgan Stanley January 1998 - January 2001
Skills
Retirement, Investments, Wealth, Customer Relations, Asset, Strategic Planning, Series 7, Retirement Planning, Securities, Annuities, Mutual Funds, Wealth Management, Financial Advisory, FINRA, Asset Allocation, IRA's, Portfolios, Bonds, High Net Worth..., Long Term Care, Stocks, Brokerage, Insurance, Series 65, Financial Advice, 401k, Asset Management, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Investment Products, Career Assessment, Expand Revenues, Interact with C Clients, Client Rapport, Recruiting, Relationship..., Relationship Management, Fixed Annuities, Customer Service, Leadership, Sourcing, Staffing Services, Permanent Placement, Recruitment Advertising, Talent Acquisition, Screening Resumes, Employee Relations, Temporary Staffing
Education
University of Houston
BA, Political Science, graduated with honors, GPA - 3.65
Washington D.C. Pharmaceutical Sales 2000 — 2000
CNP Certificate - #606122014, Pharmacology, 90%
Kuan Zhao, CPA Kuan Zhao, CPA's Morgan Stanley Experience May 2006 - August 2006
Job Business Analyst at Motiva Enterprises LLC
Industry Oil & Energy
Experience
Motiva Enterprises LLC April 2013 - June 2014
Shell 2008 - 2014
Shell 2008 - 2014
Shell July 2011 - March 2013
Shell Oil Company August 2009 - June 2011
Shell Trading May 2008 - August 2008
Invesco October 2007 - March 2008
Ernst & Young May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Financial Analysis, SAP, Financial Modeling, Financial Reporting, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Petroleum, Corporate Finance, Energy, Internal Controls, Accounting, Risk Management, Finance, Valuation
Education
University of Houston, C.T. Bauer College of Business 2003 — 2009
Masters of Accountancy with Concentration in Finance, Accounting and Finance
Motiva Enterprises LLC April 2013 - June 2014
Shell 2008 - 2014
Shell 2008 - 2014
Shell July 2011 - March 2013
Shell Oil Company August 2009 - June 2011
Shell Trading May 2008 - August 2008
Invesco October 2007 - March 2008
Ernst & Young May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Financial Analysis, SAP, Financial Modeling, Financial Reporting, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Petroleum, Corporate Finance, Energy, Internal Controls, Accounting, Risk Management, Finance, Valuation
Education
University of Houston, C.T. Bauer College of Business 2003 — 2009
Masters of Accountancy with Concentration in Finance, Accounting and Finance
Debbra Moussadaq's Morgan Stanley Experience 1985 - 1990
Job Value Assurance Advisor at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation July 2015 - Present
Hess Corporation January 2013 - Present
Hess Corporation March 2008 - January 2013
Mahoney Cohen 2007 - 2008
Boeing 2003 - 2007
United Space Alliance 2000 - 2003
Deltech Corporation 1990 - 1997
Morgan Stanley 1985 - 1990
Skills
Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Auditing, Accounting, Internal Controls, Microsoft Excel, Petroleum, FCPA, SAP, Project Management, Enterprise Risk..., Due Diligence, Procurement, Contract Management, Upstream, Analysis, Business Process..., Financial Reporting, Management
Education
University of Houston-Clear Lake
Bachelor's degree, Pre-Law and Accounting
Hess Corporation July 2015 - Present
Hess Corporation January 2013 - Present
Hess Corporation March 2008 - January 2013
Mahoney Cohen 2007 - 2008
Boeing 2003 - 2007
United Space Alliance 2000 - 2003
Deltech Corporation 1990 - 1997
Morgan Stanley 1985 - 1990
Skills
Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Auditing, Accounting, Internal Controls, Microsoft Excel, Petroleum, FCPA, SAP, Project Management, Enterprise Risk..., Due Diligence, Procurement, Contract Management, Upstream, Analysis, Business Process..., Financial Reporting, Management
Education
University of Houston-Clear Lake
Bachelor's degree, Pre-Law and Accounting
Derek Prater Derek Prater's Morgan Stanley Experience May 2006 - August 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Merrill Lynch February 2008 - Present
Morgan Stanley May 2006 - August 2007
Northern Trust Corp June 2001 - May 2006
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Edward Jones August 2011 - Present
Merrill Lynch February 2008 - Present
Morgan Stanley May 2006 - August 2007
Northern Trust Corp June 2001 - May 2006
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Keith Lewis Keith Lewis's Morgan Stanley Experience 1996 - 1999
Job Managing Member at KALX, LLC
Industry Financial Services
Experience
New York University September 2008 - Present
KALX, LLC June 2002 - Present
Cornell University September 2012 - December 2012
Rutgers University January 2011 - May 2011
PNB Paribas 2008 - 2009
PNB Paribas 2008 - 2009
Microsoft 2006 - 2007
Columbia Business School 2003 - 2003
Banc of America Securities 1999 - 2002
Morgan Stanley 1996 - 1999
Skills
Derivatives, Financial Modeling, Quantitative Finance, Excel, VBA, Monte Carlo Simulation, R, Statistics, Risk Management, SAS, C++, Quantitative Analytics, Statistical Modeling, Matlab, Data Analysis, Data Mining, Trading Systems, SQL, Equities, Valuation, Microsoft Excel, Equity Derivatives, Hedge Funds
Education
University of Hawaii at Manoa 1981 — 1988
MA, PhD, Mathematics
New York University September 2008 - Present
KALX, LLC June 2002 - Present
Cornell University September 2012 - December 2012
Rutgers University January 2011 - May 2011
PNB Paribas 2008 - 2009
PNB Paribas 2008 - 2009
Microsoft 2006 - 2007
Columbia Business School 2003 - 2003
Banc of America Securities 1999 - 2002
Morgan Stanley 1996 - 1999
Skills
Derivatives, Financial Modeling, Quantitative Finance, Excel, VBA, Monte Carlo Simulation, R, Statistics, Risk Management, SAS, C++, Quantitative Analytics, Statistical Modeling, Matlab, Data Analysis, Data Mining, Trading Systems, SQL, Equities, Valuation, Microsoft Excel, Equity Derivatives, Hedge Funds
Education
University of Hawaii at Manoa 1981 — 1988
MA, PhD, Mathematics
Chris Doxey Chris Doxey's Morgan Stanley Experience September 2004 - October 2009
Job DFW Area Sales Manager, Senior VP, Private Wealth Management
Industry Banking
Experience
Regions Bank March 2015 - Present
BBVA Compass January 2012 - March 2015
Merrill Lynch October 2009 - January 2012
Morgan Stanley September 2004 - October 2009
Wells Fargo October 2001 - September 2004
Skills
Banking, Management, Loans, Credit, Leadership, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Sales
Education
University of Houston 1988 — 1991
Bachelor of Science (B.S.), Economics
Regions Bank March 2015 - Present
BBVA Compass January 2012 - March 2015
Merrill Lynch October 2009 - January 2012
Morgan Stanley September 2004 - October 2009
Wells Fargo October 2001 - September 2004
Skills
Banking, Management, Loans, Credit, Leadership, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Sales
Education
University of Houston 1988 — 1991
Bachelor of Science (B.S.), Economics
Marcel Voracka Marcel Voracka's Morgan Stanley Experience September 2000 - September 2002
Job Performance Auditor at Office of the City Audiitor Oakland, CA
Industry Government Administration
Experience
CJR Aviation August 2011 - Present
Office of the City Audiitor February 2012 - April 2013
Clear Channel Outdoor January 2011 - August 2011
Audit Bureau of Circulations North America February 2004 - June 2009
Chicago Zoological Society October 2002 - November 2003
Morgan Stanley September 2000 - September 2002
Skills
Auditing, Czech, Accounting, Analysis, Budgets, Forecasting, Management, Internal Controls, Project Planning, Finance, Data Analysis, Financial Reporting, General Ledger, Internal Audit
Education
University of Illinois at Chicago 2009 — 2010
MBA, Management & International Business
Fundação Getulio Vargas 2010 — 2010
MBA, Business Administration and Management
University of Illinois at Chicago 2000 — 2003
BS, Finance/Economics
CJR Aviation August 2011 - Present
Office of the City Audiitor February 2012 - April 2013
Clear Channel Outdoor January 2011 - August 2011
Audit Bureau of Circulations North America February 2004 - June 2009
Chicago Zoological Society October 2002 - November 2003
Morgan Stanley September 2000 - September 2002
Skills
Auditing, Czech, Accounting, Analysis, Budgets, Forecasting, Management, Internal Controls, Project Planning, Finance, Data Analysis, Financial Reporting, General Ledger, Internal Audit
Education
University of Illinois at Chicago 2009 — 2010
MBA, Management & International Business
Fundação Getulio Vargas 2010 — 2010
MBA, Business Administration and Management
University of Illinois at Chicago 2000 — 2003
BS, Finance/Economics
Nelson Joseph Nelson Joseph's Morgan Stanley Experience 2004 - 2004
Job Sr. Recruiter specializing in Biometrics/Clinical Operations/Medical Writing
Industry Pharmaceuticals
Experience
Advanced Clinical February 2012 - Present
inVentiv May 2006 - February 2012
MedFocus May 2006 - February 2012
Careerbuilder March 2005 - April 2006
National Student Partnerships January 2004 - August 2004
Morgan Stanley 2004 - 2004
Skills
Pharmaceutical Industry, Recruiting, Clinical Research, Cold Calling, Contract Recruitment, Staffing Services, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Executive Search, Clinical Data Management, Data Management, Biotechnology, Technical Recruiting, Benefits Negotiation, Screening, CRO, Pharmaceutics, Clinical Trials, Statistics, Recruitment Training, Pharmacovigilance, Biostatistics, Oracle Clinical, Therapeutic Areas, Clinical Monitoring, GCP, SAS, EDC, Clinical Development, Oncology, Inform, ICH-GCP, CTMS, Regulatory Submissions, Medical Writing, Protocol, College Recruiting, Infectious Diseases, Regulatory Affairs, Sop, Medical Affairs, Temporary Placement, Endocrinology, Drug Development, SAS programming, Neurology, Cardiology, Diabetes, FDA
Education
University of Illinois at Chicago 2001 — 2004
Bachelor of Science, Marketing and Management
Advanced Clinical February 2012 - Present
inVentiv May 2006 - February 2012
MedFocus May 2006 - February 2012
Careerbuilder March 2005 - April 2006
National Student Partnerships January 2004 - August 2004
Morgan Stanley 2004 - 2004
Skills
Pharmaceutical Industry, Recruiting, Clinical Research, Cold Calling, Contract Recruitment, Staffing Services, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Executive Search, Clinical Data Management, Data Management, Biotechnology, Technical Recruiting, Benefits Negotiation, Screening, CRO, Pharmaceutics, Clinical Trials, Statistics, Recruitment Training, Pharmacovigilance, Biostatistics, Oracle Clinical, Therapeutic Areas, Clinical Monitoring, GCP, SAS, EDC, Clinical Development, Oncology, Inform, ICH-GCP, CTMS, Regulatory Submissions, Medical Writing, Protocol, College Recruiting, Infectious Diseases, Regulatory Affairs, Sop, Medical Affairs, Temporary Placement, Endocrinology, Drug Development, SAS programming, Neurology, Cardiology, Diabetes, FDA
Education
University of Illinois at Chicago 2001 — 2004
Bachelor of Science, Marketing and Management
Soumi Sinha's Morgan Stanley Experience May 2006 - August 2006
Job Financial Technology Associate at Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group February 2007 - Present
Morgan Stanley May 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2003 — 2006
BS, Computer Science
Citadel Investment Group February 2007 - Present
Morgan Stanley May 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2003 — 2006
BS, Computer Science
Shenwei (Sean) Qin's Morgan Stanley Experience May 2010 - April 2013
Job AVP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Morgan Stanley May 2010 - April 2013
International Securities Exchange (ISE) January 2010 - April 2010
GE Capital April 2002 - October 2009
Polaroid Corporation September 2000 - February 2002
DTCC June 2000 - September 2000
New York Board of Trade October 1998 - June 2000
Education
University of Illinois at Urbana-Champaign 1990 — 1996
Ph.D.
Wells Fargo Securities April 2013 - Present
Morgan Stanley May 2010 - April 2013
International Securities Exchange (ISE) January 2010 - April 2010
GE Capital April 2002 - October 2009
Polaroid Corporation September 2000 - February 2002
DTCC June 2000 - September 2000
New York Board of Trade October 1998 - June 2000
Education
University of Illinois at Urbana-Champaign 1990 — 1996
Ph.D.
Guowei Wu's Morgan Stanley Experience July 2004 - October 2005
Job Fixed Income Quant
Industry Financial Services
Experience
Wells Fargo Securities July 2007 - Present
ID Analytics October 2005 - July 2007
Morgan Stanley July 2004 - October 2005
JPMorgan Chase July 1999 - July 2004
Center for Adaptive Systems Applications (CASA) 1996 - 1999
Education
University of Idaho 1991 — 1995
Ph.D., Physics
Wells Fargo Securities July 2007 - Present
ID Analytics October 2005 - July 2007
Morgan Stanley July 2004 - October 2005
JPMorgan Chase July 1999 - July 2004
Center for Adaptive Systems Applications (CASA) 1996 - 1999
Education
University of Idaho 1991 — 1995
Ph.D., Physics
Ismar Salihbasic's Morgan Stanley Experience November 2005 - September 2006
Job Natural Gas Scheduler at The Dow Chemical Company
Industry Utilities
Experience
The Dow Chemical Company November 2013 - Present
Associated Energy "A Spark Energy Gas Company" March 2012 - November 2013
NextEra Energy Resources September 2011 - March 2012
NextEra Energy Resources May 2010 - September 2011
Service Corporation International February 2008 - May 2009
Sysco Corporation November 2006 - January 2008
Morgan Stanley November 2005 - September 2006
Skills
Financial Analysis, Financial Services, Market Research, Equities, Supplier Negotiation, Commodity Markets, Financial Modeling, Natural Gas, Energy, Commodity, Forecasting, Valuation, Risk Management, Hedging, Variance Analysis, Accounting, Analysis, Energy Industry, Microsoft Excel, Trading, Energy Markets, Gas, Pipelines, Mergers & Acquisitions, Electricity Markets, Business Development
Education
University of Houston 2004 — 2006
BBA, Finance, Management and Asian Studies
University of Houston, C.T. Bauer College of Business 2004 — 2006
BBA, Finance
The Dow Chemical Company November 2013 - Present
Associated Energy "A Spark Energy Gas Company" March 2012 - November 2013
NextEra Energy Resources September 2011 - March 2012
NextEra Energy Resources May 2010 - September 2011
Service Corporation International February 2008 - May 2009
Sysco Corporation November 2006 - January 2008
Morgan Stanley November 2005 - September 2006
Skills
Financial Analysis, Financial Services, Market Research, Equities, Supplier Negotiation, Commodity Markets, Financial Modeling, Natural Gas, Energy, Commodity, Forecasting, Valuation, Risk Management, Hedging, Variance Analysis, Accounting, Analysis, Energy Industry, Microsoft Excel, Trading, Energy Markets, Gas, Pipelines, Mergers & Acquisitions, Electricity Markets, Business Development
Education
University of Houston 2004 — 2006
BBA, Finance, Management and Asian Studies
University of Houston, C.T. Bauer College of Business 2004 — 2006
BBA, Finance
Casey Timmerman's Morgan Stanley Experience October 2007 - March 2008
Job Assistant Manager at Walgreens
Industry Financial Services
Experience
Walgreens September 2008 - Present
Morgan Stanley October 2007 - March 2008
Northwestern Mutual Financial Network May 2007 - September 2007
Lithia Auto Stores June 2006 - May 2007
Walt Disney World May 2005 - January 2006
Education
University of Idaho 2000 — 2006
Bachelor's Degree, Finance
Walgreens September 2008 - Present
Morgan Stanley October 2007 - March 2008
Northwestern Mutual Financial Network May 2007 - September 2007
Lithia Auto Stores June 2006 - May 2007
Walt Disney World May 2005 - January 2006
Education
University of Idaho 2000 — 2006
Bachelor's Degree, Finance
Elizabeth McDermott's Morgan Stanley Experience September 1996 - February 2003
Job Market Surveillance Analyst at CME Group
Industry Financial Services
Experience
CME Group January 2015 - Present
CME Group May 2013 - Present
Nordic Energy Services, LLC January 2012 - May 2013
Nordic Energy Services, LLC October 2010 - March 2012
Morgan Stanley September 1996 - February 2003
Skills
Trading, Process Scheduler, Electronic Trading, Training, Account Management, Financial Analysis, Gas, Invoicing, Process Improvement, Contract Management, Energy, Project Management
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences, Art History
CME Group January 2015 - Present
CME Group May 2013 - Present
Nordic Energy Services, LLC January 2012 - May 2013
Nordic Energy Services, LLC October 2010 - March 2012
Morgan Stanley September 1996 - February 2003
Skills
Trading, Process Scheduler, Electronic Trading, Training, Account Management, Financial Analysis, Gas, Invoicing, Process Improvement, Contract Management, Energy, Project Management
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences, Art History
Bill Rimmer's Morgan Stanley Experience March 1996 - June 2008
Job System Administrator Oiltanking
Industry Information Technology and Services
Experience
OilTanking July 2011 - Present
Fort Bend County May 2009 - July 2011
Morgan Stanley March 1996 - June 2008
morgan stanley 1996 - 2008
BMC Software 1991 - 1996
Skills
Integration, Infrastructure, Troubleshooting, Unix, Linux, Project Management, Security, Windows Server, Customer Service, Networking, Information Technology, Windows, Disaster Recovery, Software Development, Business Continuity, ITIL, IT Management, Vendor Management, Servers, System Administration, IT Service Management, Data Center, Active Directory, Business Analysis, Management
Education
University of Houston 1986 — 1988
Electronic Technology
North Harris Community College
Associate's degree, Electronic Technology
OilTanking July 2011 - Present
Fort Bend County May 2009 - July 2011
Morgan Stanley March 1996 - June 2008
morgan stanley 1996 - 2008
BMC Software 1991 - 1996
Skills
Integration, Infrastructure, Troubleshooting, Unix, Linux, Project Management, Security, Windows Server, Customer Service, Networking, Information Technology, Windows, Disaster Recovery, Software Development, Business Continuity, ITIL, IT Management, Vendor Management, Servers, System Administration, IT Service Management, Data Center, Active Directory, Business Analysis, Management
Education
University of Houston 1986 — 1988
Electronic Technology
North Harris Community College
Associate's degree, Electronic Technology
Chris Blackburn's Morgan Stanley Experience February 2005 - June 2014
Job Financial Consultant at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation July 2014 - Present
Morgan Stanley February 2005 - June 2014
Invesco Ltd. 1997 - 2005
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Finance, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Series 7, Wealth Management, Bloomberg
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
E*TRADE Financial Corporation July 2014 - Present
Morgan Stanley February 2005 - June 2014
Invesco Ltd. 1997 - 2005
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Finance, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Series 7, Wealth Management, Bloomberg
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
Yongmin 'Kevin' Cho's Morgan Stanley Experience August 2005 - April 2010
Job Software Engineer at Google
Industry Financial Services
Experience
Google August 2011 - Present
Goldman Sachs May 2010 - August 2011
Morgan Stanley August 2005 - April 2010
Intel June 2004 - August 2004
National Center for Supercomputing Applications January 2000 - August 2003
Skills
Perl, Java, SDLC, SQL, XML, Unix, Distributed Systems, Spring, Software Development, Java Enterprise Edition, Agile Methodologies, Software Engineering, JavaScript
Education
University of Illinois at Urbana-Champaign 2003 — 2005
Master, Computer Science
University of Illinois at Urbana-Champaign 1996 — 1999
Bachelor, Computer Science
Google August 2011 - Present
Goldman Sachs May 2010 - August 2011
Morgan Stanley August 2005 - April 2010
Intel June 2004 - August 2004
National Center for Supercomputing Applications January 2000 - August 2003
Skills
Perl, Java, SDLC, SQL, XML, Unix, Distributed Systems, Spring, Software Development, Java Enterprise Edition, Agile Methodologies, Software Engineering, JavaScript
Education
University of Illinois at Urbana-Champaign 2003 — 2005
Master, Computer Science
University of Illinois at Urbana-Champaign 1996 — 1999
Bachelor, Computer Science
Dustin M. Smith, MBA's Morgan Stanley Experience July 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
SmithRock Financial Advisory, LLC January 2009 - July 2010
Skills
Mutual Funds, Fixed Income, IRAs, Equities, Fixed Annuities, Investments, Wealth Management, Securities, Hedge Funds, Options, Financial Services, Roth IRA, Leadership, Strategic Planning
Education
University of Houston 2006 — 2009
M.B.A., Finance
University of Utah 1998 — 2003
B.S.
Wasatch Academy
Morgan Stanley July 2010 - Present
SmithRock Financial Advisory, LLC January 2009 - July 2010
Skills
Mutual Funds, Fixed Income, IRAs, Equities, Fixed Annuities, Investments, Wealth Management, Securities, Hedge Funds, Options, Financial Services, Roth IRA, Leadership, Strategic Planning
Education
University of Houston 2006 — 2009
M.B.A., Finance
University of Utah 1998 — 2003
B.S.
Wasatch Academy
George McWeeney (home)'s Morgan Stanley Experience May 1986 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 1986 - Present
Education
University of Illinois at Urbana-Champaign 1979 — 1983
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Political Science
Morgan Stanley May 1986 - Present
Education
University of Illinois at Urbana-Champaign 1979 — 1983
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Political Science
Christian Durini's Morgan Stanley Experience June 1994 - November 1994
Job Senior Programmer Analyst at General Dynamics NASSCO
Industry Information Services
Experience
General Dynamics NASSCO January 2015 - Present
Hewlett-Packard November 2012 - January 2015
Rockwell Collins March 2006 - November 2012
Dole Food Company February 2006 - February 2006
California Department of Social Services February 2005 - October 2005
DLA Piper May 2004 - November 2004
Software AG April 1999 - January 2004
PwC February 1995 - April 1999
Morgan Stanley June 1994 - November 1994
University of Houston March 1990 - May 1994
Skills
Software Documentation, Visio, SDLC, Databases, Software Development, Program Management, Visual Basic, Testing, Microsoft SQL Server, Access, SQL, Oracle, Programming, HTML, JavaScript, DB2, VBScript, C, COBOL, ASP, System Testing
Education
University of Houston, C.T. Bauer College of Business 1990 — 1992
Master of Business Administration (MBA), Management Information Systems, General, 3.53
University of Houston, C.T. Bauer College of Business 1988 — 1990
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.76
Institut Universitaire de Technologie de Nice 1982 — 1984
DUT, Computer Science
General Dynamics NASSCO January 2015 - Present
Hewlett-Packard November 2012 - January 2015
Rockwell Collins March 2006 - November 2012
Dole Food Company February 2006 - February 2006
California Department of Social Services February 2005 - October 2005
DLA Piper May 2004 - November 2004
Software AG April 1999 - January 2004
PwC February 1995 - April 1999
Morgan Stanley June 1994 - November 1994
University of Houston March 1990 - May 1994
Skills
Software Documentation, Visio, SDLC, Databases, Software Development, Program Management, Visual Basic, Testing, Microsoft SQL Server, Access, SQL, Oracle, Programming, HTML, JavaScript, DB2, VBScript, C, COBOL, ASP, System Testing
Education
University of Houston, C.T. Bauer College of Business 1990 — 1992
Master of Business Administration (MBA), Management Information Systems, General, 3.53
University of Houston, C.T. Bauer College of Business 1988 — 1990
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.76
Institut Universitaire de Technologie de Nice 1982 — 1984
DUT, Computer Science
Zeenat Shah's Morgan Stanley Experience January 2000 - June 2010
Job Unit Coordinator at Morgan Stanley
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley January 2000 - June 2010
Education
University of Houston 1995 — 1999
Invesco Ltd. June 2010 - Present
Morgan Stanley January 2000 - June 2010
Education
University of Houston 1995 — 1999
Daoxin Lu's Morgan Stanley Experience March 2010 - October 2011
Job SunTrust Banks, Inc.
Industry Banking
Experience
SunTrust Banks, Inc. November 2011 - Present
Morgan Stanley March 2010 - October 2011
Wachovia May 2006 - February 2010
Skills
Credit Risk, Retail Banking, Analytics, Credit, Mortgage Lending, Risk Management
Education
University of Illinois at Chicago 1993 — 1995
SunTrust Banks, Inc. November 2011 - Present
Morgan Stanley March 2010 - October 2011
Wachovia May 2006 - February 2010
Skills
Credit Risk, Retail Banking, Analytics, Credit, Mortgage Lending, Risk Management
Education
University of Illinois at Chicago 1993 — 1995
Eugina Lee's Morgan Stanley Experience October 2005 - June 2012
Job Director, Human Resources at PHH
Industry Financial Services
Experience
PHH July 2012 - April 2015
Morgan Stanley October 2005 - June 2012
PepsiCo July 2004 - September 2005
Baxter Healthcare May 2001 - July 2004
Skills
Management, Human Resources, Onboarding, Leadership, Performance Management, Process Improvement, Deferred Compensation, Employee Engagement, Employee Relations, HRIS, Talent Management, Succession Planning, Workforce Planning, Talent Acquisition, Strategic Planning
Education
University of Illinois at Urbana-Champaign
Master's degree, Human Resources & Industrial Relations
University of Illinois at Urbana-Champaign
BS, Industrial Psychology
PHH July 2012 - April 2015
Morgan Stanley October 2005 - June 2012
PepsiCo July 2004 - September 2005
Baxter Healthcare May 2001 - July 2004
Skills
Management, Human Resources, Onboarding, Leadership, Performance Management, Process Improvement, Deferred Compensation, Employee Engagement, Employee Relations, HRIS, Talent Management, Succession Planning, Workforce Planning, Talent Acquisition, Strategic Planning
Education
University of Illinois at Urbana-Champaign
Master's degree, Human Resources & Industrial Relations
University of Illinois at Urbana-Champaign
BS, Industrial Psychology
Paul Lebouef's Morgan Stanley Experience January 1997 - January 1998
Job Financial Advisor AVP Investments
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
J.P. Morgan Securities LLC August 2012 - October 2014
Charles Schwab January 1998 - August 2012
Morgan Stanley January 1997 - January 1998
Skills
Wealth Management, High Net Worth..., Financial Services, Investments, Asset Allocation, Strategic Planning, Retirement Planning, Wealth, Asset Management, Risk Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Planning, Investment Strategies, Equities, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Separately Managed..., Investment Management, Wealth Management..., ETFs, Financial Advisory, Financial Markets, Bonds, IRAs, Financial Risk, Fixed Annuities, Financial Modeling, Securities, 401k, Valuation, Financial Analysis, Finance
Education
University of Houston 1993 — 1997
Wells Fargo Advisors October 2014 - Present
J.P. Morgan Securities LLC August 2012 - October 2014
Charles Schwab January 1998 - August 2012
Morgan Stanley January 1997 - January 1998
Skills
Wealth Management, High Net Worth..., Financial Services, Investments, Asset Allocation, Strategic Planning, Retirement Planning, Wealth, Asset Management, Risk Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Planning, Investment Strategies, Equities, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Separately Managed..., Investment Management, Wealth Management..., ETFs, Financial Advisory, Financial Markets, Bonds, IRAs, Financial Risk, Fixed Annuities, Financial Modeling, Securities, 401k, Valuation, Financial Analysis, Finance
Education
University of Houston 1993 — 1997
Chad L. Glessman's Morgan Stanley Experience June 1997 - October 1999
Job Sr. Financial Advisor, AAMS® at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors September 2003 - Present
Bank of America October 1999 - September 2003
Morgan Stanley June 1997 - October 1999
Skills
Investments, Retirement Planning, Insurance, Finance, Asset Allocation, Retirement Income..., Estate Investment..., Life Insurance, Long Term Care
Education
University of Houston 1991 — 1997
Bachelor of Science, Finance
Wells Fargo Advisors September 2003 - Present
Bank of America October 1999 - September 2003
Morgan Stanley June 1997 - October 1999
Skills
Investments, Retirement Planning, Insurance, Finance, Asset Allocation, Retirement Income..., Estate Investment..., Life Insurance, Long Term Care
Education
University of Houston 1991 — 1997
Bachelor of Science, Finance
Helen Abe's Morgan Stanley Experience February 1992 - October 2009
Job Vice President and Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2009 - Present
Morgan Stanley February 1992 - October 2009
Morgan Stanley 1992 - October 2009
Education
Galileo High School
University of Hawaii at Manoa
Merrill Lynch October 2009 - Present
Morgan Stanley February 1992 - October 2009
Morgan Stanley 1992 - October 2009
Education
Galileo High School
University of Hawaii at Manoa
Joe Zagata's Morgan Stanley Experience February 2010 - March 2011
Job at Bank of America
Industry Information Technology and Services
Experience
Bank of America March 2011 - Present
Morgan Stanley February 2010 - March 2011
Alaron Trading June 2006 - December 2009
Rich Incorporated 1960 - 1980
Skills
Trading Systems, Electronic Trading, Trading, FX Options, Commodity, Options, Equities, Technical Analysis, Financial Markets, Derivatives, Hedge Funds, Back Office, Exchange Connectivity, Portfolio Management, Capital Markets
Education
University of Illinois at Chicago 1961 — 1968
Bank of America March 2011 - Present
Morgan Stanley February 2010 - March 2011
Alaron Trading June 2006 - December 2009
Rich Incorporated 1960 - 1980
Skills
Trading Systems, Electronic Trading, Trading, FX Options, Commodity, Options, Equities, Technical Analysis, Financial Markets, Derivatives, Hedge Funds, Back Office, Exchange Connectivity, Portfolio Management, Capital Markets
Education
University of Illinois at Chicago 1961 — 1968
Nella Hogarth's Morgan Stanley Experience July 2015 - Present
Job Licensed Assistant
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Ames Financial Services April 2014 - July 2015
Commonwealth Financial Network January 2005 - January 2014
Putnam Investments November 1995 - October 2004
Brockton Hospital 1984 - 1987
Skills
Mutual Funds, Series 7, Securities, Investments, Risk Management, Customer Service, Relationship Management, Wealth Management, Process Improvement, Microsoft Excel, Training, Data Analysis, Leadership, Series 63, Business Analysis, Project Management
Education
University of Houston
BA, Psychology
Morgan Stanley July 2015 - Present
Ames Financial Services April 2014 - July 2015
Commonwealth Financial Network January 2005 - January 2014
Putnam Investments November 1995 - October 2004
Brockton Hospital 1984 - 1987
Skills
Mutual Funds, Series 7, Securities, Investments, Risk Management, Customer Service, Relationship Management, Wealth Management, Process Improvement, Microsoft Excel, Training, Data Analysis, Leadership, Series 63, Business Analysis, Project Management
Education
University of Houston
BA, Psychology
Jennifer Grayer's Morgan Stanley Experience April 2010 - September 2012
Job Finance Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals December 2012 - Present
Morgan Stanley April 2010 - September 2012
SunTrust Bank 2009 - April 2010
ABN AMRO October 2005 - October 2009
Freddie Mac May 2004 - October 2005
Skills
Audit, Financial Accounting, Operational Risk, Internal Audit, IT Audit
Education
University of Illinois at Chicago 2002 — 2004
MBA, Finance, Accounting
Western Illinois University 1996 — 1999
BA, Finance
Resources Global Professionals December 2012 - Present
Morgan Stanley April 2010 - September 2012
SunTrust Bank 2009 - April 2010
ABN AMRO October 2005 - October 2009
Freddie Mac May 2004 - October 2005
Skills
Audit, Financial Accounting, Operational Risk, Internal Audit, IT Audit
Education
University of Illinois at Chicago 2002 — 2004
MBA, Finance, Accounting
Western Illinois University 1996 — 1999
BA, Finance
Jonathan Groesbeck's Morgan Stanley Experience 1995 - 2008
Job Managing Director, Redwood Trust
Industry Financial Services
Experience
Redwood Trust June 2009 - Present
Morgan Stanley 1995 - 2008
CS First Boston 1985 - 1995
Ticor Mortgage Insurance 1980 - 1985
Skills
New Business Development, Strategic Sales, C-Level Relationships, C-Level Negotiations, Strategic Negotiations, Building High..., Financial Transactions, Strategic Leadership, Business Development, Investor Relations, Capital Markets, Banking, Fixed Income, Management, Mortgage Lending, Executive Management, CMBS, Securitization, Loan Servicing, Financial Structuring, Finance, Mergers & Acquisitions, Investments, Portfolio Management, Risk Management, CDO, Asset Managment, Mortgage Banking, Structured Finance, Credit, Asset Management, Valuation, Mezzanine, MBS, Residential Mortgages, Hedge Funds, Loans, Investment Banking, Due Diligence
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business Administration
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Finance
Redwood Trust June 2009 - Present
Morgan Stanley 1995 - 2008
CS First Boston 1985 - 1995
Ticor Mortgage Insurance 1980 - 1985
Skills
New Business Development, Strategic Sales, C-Level Relationships, C-Level Negotiations, Strategic Negotiations, Building High..., Financial Transactions, Strategic Leadership, Business Development, Investor Relations, Capital Markets, Banking, Fixed Income, Management, Mortgage Lending, Executive Management, CMBS, Securitization, Loan Servicing, Financial Structuring, Finance, Mergers & Acquisitions, Investments, Portfolio Management, Risk Management, CDO, Asset Managment, Mortgage Banking, Structured Finance, Credit, Asset Management, Valuation, Mezzanine, MBS, Residential Mortgages, Hedge Funds, Loans, Investment Banking, Due Diligence
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business Administration
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Finance
Brad Neumann's Morgan Stanley Experience 2008 - 2009
Job Branch Manager at Crosscountry Mortgage, Inc. NMLS 948036 Illinois Residential Mortgage Licensee
Industry Financial Services
Experience
CrossCountry Mortgage, Inc. September 2013 - Present
Mortgage Services III, LLC August 2012 - September 2013
USADP 2010 - 2012
Morgan Stanley 2008 - 2009
IMF Corporation 2002 - 2008
The Mortgage Department 2001 - 2002
Skills
Mortgage Lending, Investment Properties, Refinance, Loans, Referrals, Credit, Banking, Mortgage Banking, Residential Mortgages, Loan Origination, Underwriting, FHA, Investments, VA loans, Sales, Selling, Finance, Leadership, Management, Foreclosures, Real Estate Transactions, Marketing, Reverse Mortgages, Certified Mortgage..., Sales Management, Cold Calling, USDA
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor, Business Administration
CrossCountry Mortgage, Inc. September 2013 - Present
Mortgage Services III, LLC August 2012 - September 2013
USADP 2010 - 2012
Morgan Stanley 2008 - 2009
IMF Corporation 2002 - 2008
The Mortgage Department 2001 - 2002
Skills
Mortgage Lending, Investment Properties, Refinance, Loans, Referrals, Credit, Banking, Mortgage Banking, Residential Mortgages, Loan Origination, Underwriting, FHA, Investments, VA loans, Sales, Selling, Finance, Leadership, Management, Foreclosures, Real Estate Transactions, Marketing, Reverse Mortgages, Certified Mortgage..., Sales Management, Cold Calling, USDA
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor, Business Administration
Monica Medina Zvolensky's Morgan Stanley Experience August 1998 - May 2008
Job Experienced Learning and Development Professional
Industry Education Management
Experience
CHI St. Luke's Health 2015 - Present
Spring Branch ISD August 2013 - June 2015
Houston ISD August 2009 - June 2013
Morgan Stanley August 1998 - May 2008
Van Kampen Funds August 1999 - March 2005
Six Flags Theme Parks 1993 - 1997
Skills
Instructional Design, Training & Development, Recruiting, Curriculum Design, Staff Development, Management, Teaching, Public Speaking, Training, Customer Service, Analysis, Classroom, Vendor Management, Microsoft Excel, Talent Acquisition, Project Management, Talent Management, Microsoft Office, Leadership, Curriculum Development, Coaching, Team Building, Leadership Development, Call Centers, Qualified Retirement..., Income Tax, Employee Training, Teacher Training, PowerPoint, Mentoring
Education
University of St. Thomas (TX) 2008 — 2016
Masters, Education
University of Houston-Downtown 1999 — 2003
BS, Psychology
University of Houston 1995 — 1997
Psychology
CHI St. Luke's Health 2015 - Present
Spring Branch ISD August 2013 - June 2015
Houston ISD August 2009 - June 2013
Morgan Stanley August 1998 - May 2008
Van Kampen Funds August 1999 - March 2005
Six Flags Theme Parks 1993 - 1997
Skills
Instructional Design, Training & Development, Recruiting, Curriculum Design, Staff Development, Management, Teaching, Public Speaking, Training, Customer Service, Analysis, Classroom, Vendor Management, Microsoft Excel, Talent Acquisition, Project Management, Talent Management, Microsoft Office, Leadership, Curriculum Development, Coaching, Team Building, Leadership Development, Call Centers, Qualified Retirement..., Income Tax, Employee Training, Teacher Training, PowerPoint, Mentoring
Education
University of St. Thomas (TX) 2008 — 2016
Masters, Education
University of Houston-Downtown 1999 — 2003
BS, Psychology
University of Houston 1995 — 1997
Psychology
Vivian Zhong's Morgan Stanley Experience May 2009 - May 2013
Job Cofounder at Zhangogh Foundation
Industry Philanthropy
Experience
Zhangogh Foundation March 2014 - Present
Morgan Stanley May 2009 - May 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers September 1998 - September 2008
Education
New York University - Leonard N. Stern School of Business
MBA
University of Houston-Clear Lake
MS, Computer Science
Zhangogh Foundation March 2014 - Present
Morgan Stanley May 2009 - May 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers September 1998 - September 2008
Education
New York University - Leonard N. Stern School of Business
MBA
University of Houston-Clear Lake
MS, Computer Science
Patrick Guelah's Morgan Stanley Experience 2009 - 2011
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2014 - Present
Goldman Sachs 2011 - 2013
Morgan Stanley 2009 - 2011
IBM 2005 - 2009
Skills
Risk Management, Java, C++, Investment Management, Electronic Trading, Quantitative Research
Education
University of Washington
M.Sc., Comp. Finance & Risk Management, GPA 3.9/4.0
University of Illinois at Urbana-Champaign
M.Sc., Computer Science / Strategic Management, GPA 4.0/4.0
University of Nebraska-Lincoln
B.S., Computer Engineering
Universität Stuttgart
A.S., Computer Science
Merrill Lynch 2014 - Present
Goldman Sachs 2011 - 2013
Morgan Stanley 2009 - 2011
IBM 2005 - 2009
Skills
Risk Management, Java, C++, Investment Management, Electronic Trading, Quantitative Research
Education
University of Washington
M.Sc., Comp. Finance & Risk Management, GPA 3.9/4.0
University of Illinois at Urbana-Champaign
M.Sc., Computer Science / Strategic Management, GPA 4.0/4.0
University of Nebraska-Lincoln
B.S., Computer Engineering
Universität Stuttgart
A.S., Computer Science
Raj Govind's Morgan Stanley Experience January 1992 - January 1996
Job IT Mgr. NJT Inc.
Industry Financial Services
Experience
NJT Inc. January 1996 - Present
Morgan Stanley January 1992 - January 1996
Education
University of Houston 1983 — 1988
Bsc, Computer Science
NJT Inc. January 1996 - Present
Morgan Stanley January 1992 - January 1996
Education
University of Houston 1983 — 1988
Bsc, Computer Science
Shannon (Horneck) Lee's Morgan Stanley Experience August 2005 - September 2009
Job Software Engineer at Flatiron Health
Industry Computer Software
Experience
Flatiron Health August 2015 - Present
Amplify (formerly Wireless Generation) July 2011 - July 2015
Mount Sinai Medical Center September 2009 - July 2011
Morgan Stanley August 2005 - September 2009
John Deere May 2004 - August 2004
John Deere May 2003 - August 2003
Fidlar Technologies May 2001 - August 2003
Skills
Java, JavaScript, C#, Spring, Struts, Hibernate, Agile, Agile Methodologies, Databases, Tomcat, Software Development, SQL, Software Engineering, Git, Microsoft SQL Server, Web Applications, Oracle, HTML, PHP, Web Development, JSP, PostgreSQL, Visual Basic, Spring Framework
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Computer Science
Flatiron Health August 2015 - Present
Amplify (formerly Wireless Generation) July 2011 - July 2015
Mount Sinai Medical Center September 2009 - July 2011
Morgan Stanley August 2005 - September 2009
John Deere May 2004 - August 2004
John Deere May 2003 - August 2003
Fidlar Technologies May 2001 - August 2003
Skills
Java, JavaScript, C#, Spring, Struts, Hibernate, Agile, Agile Methodologies, Databases, Tomcat, Software Development, SQL, Software Engineering, Git, Microsoft SQL Server, Web Applications, Oracle, HTML, PHP, Web Development, JSP, PostgreSQL, Visual Basic, Spring Framework
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Computer Science
Marty Kenny's Morgan Stanley Experience May 2013 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Tom Taiyi Yan's Morgan Stanley Experience May 2014 - August 2014
Job Doctoral Student at Robert H. Smith School of Business
Industry Management Consulting
Experience
Gao Feng Advisory Company May 2015 - July 2015
University of Illinois at Urbana-Champaign August 2011 - May 2015
Innovation Immersion Program May 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Social Personality Organizational Research Lab - Dr. Grijalva January 2014 - May 2014
Innovation Immersion Program September 2013 - December 2013
Mercer May 2013 - July 2013
Genomics Research Laboratory, Dr. Alfred Roca September 2012 - December 2012
Global Trend Consulting (Beijing) May 2011 - September 2011
Skills
Statistical Data..., VBA, Microsoft Office, Psychological Research, Psychometrics, Research, Statistics, Psychology
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Psychology, Computer Science, Statistics, 3.98
Gao Feng Advisory Company May 2015 - July 2015
University of Illinois at Urbana-Champaign August 2011 - May 2015
Innovation Immersion Program May 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Social Personality Organizational Research Lab - Dr. Grijalva January 2014 - May 2014
Innovation Immersion Program September 2013 - December 2013
Mercer May 2013 - July 2013
Genomics Research Laboratory, Dr. Alfred Roca September 2012 - December 2012
Global Trend Consulting (Beijing) May 2011 - September 2011
Skills
Statistical Data..., VBA, Microsoft Office, Psychological Research, Psychometrics, Research, Statistics, Psychology
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Psychology, Computer Science, Statistics, 3.98
Jerry Ortiz's Morgan Stanley Experience November 2010 - June 2013
Job Program Manager at MasterCard
Industry Human Resources
Experience
SeniorBridge June 2013 - January 2014
KeyBar March 2008 - December 2013
Morgan Stanley November 2010 - June 2013
TD Ameritrade December 2009 - October 2010
JetBlue Airways September 2009 - November 2009
Goldman Sachs August 2003 - December 2008
Captaris 2002 - 2002
ProBusiness 2000 - 2001
Skills
Talent Management, Deferred Compensation, Data Analysis, Analysis, Performance Appraisal, Vendor Management, PeopleSoft, Project Management, Performance Management, Business Objects, HRIS, Microsoft Excel, Process Improvement, Onboarding, Financial Services, Recruiting, HR Project Management, Microsoft Office, Microsoft Access
Education
University of Houston-Victoria
Bachelors of Arts, Business Communications
SeniorBridge June 2013 - January 2014
KeyBar March 2008 - December 2013
Morgan Stanley November 2010 - June 2013
TD Ameritrade December 2009 - October 2010
JetBlue Airways September 2009 - November 2009
Goldman Sachs August 2003 - December 2008
Captaris 2002 - 2002
ProBusiness 2000 - 2001
Skills
Talent Management, Deferred Compensation, Data Analysis, Analysis, Performance Appraisal, Vendor Management, PeopleSoft, Project Management, Performance Management, Business Objects, HRIS, Microsoft Excel, Process Improvement, Onboarding, Financial Services, Recruiting, HR Project Management, Microsoft Office, Microsoft Access
Education
University of Houston-Victoria
Bachelors of Arts, Business Communications
Philips Amador's Morgan Stanley Experience November 1998 - March 2009
Job Founder The Amador Family Word Genealogy Project
Industry Nonprofit Organization Management
Experience
Amador Family World Genealogy Project March 2009 - Present
Morgan Stanley November 1998 - March 2009
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Investments, Start-ups, Business Strategy, Private Equity, Strategic Planning, Strategy, Social Media, Fundraising, Valuation, Financial Analysis, Project Management, Public Speaking, Mergers & Acquisitions, Investment Banking, Equities, Management Consulting, Nonprofits
Education
University of Houston Law Center 2012 — 2014
Amador Family World Genealogy Project March 2009 - Present
Morgan Stanley November 1998 - March 2009
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Investments, Start-ups, Business Strategy, Private Equity, Strategic Planning, Strategy, Social Media, Fundraising, Valuation, Financial Analysis, Project Management, Public Speaking, Mergers & Acquisitions, Investment Banking, Equities, Management Consulting, Nonprofits
Education
University of Houston Law Center 2012 — 2014
Jean Swan's Morgan Stanley Experience April 1994 - January 2000
Job Technology Solutions Professional
Industry Information Technology and Services
Experience
Enterprise Products December 2009 - January 2015
Waste Management, Inc. November 2000 - January 2009
Morgan Stanley April 1994 - January 2000
Skills
PMP, Change Management, Risk Management, Business Analysis, Process Improvement, IT Management, SDLC, Project Management, Agile Methodologies, Integration, Strategy, Program Management, SharePoint
Education
University of Houston, C.T. Bauer College of Business
Master of Business Administration (M.B.A.), Management Information Systems
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems
Enterprise Products December 2009 - January 2015
Waste Management, Inc. November 2000 - January 2009
Morgan Stanley April 1994 - January 2000
Skills
PMP, Change Management, Risk Management, Business Analysis, Process Improvement, IT Management, SDLC, Project Management, Agile Methodologies, Integration, Strategy, Program Management, SharePoint
Education
University of Houston, C.T. Bauer College of Business
Master of Business Administration (M.B.A.), Management Information Systems
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems
James Bronder's Morgan Stanley Experience 1998 - 2000
Job IT Systems Administrator at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services 2000 - Present
Morgan Stanley 1998 - 2000
Skills
Disaster Recovery, IT Management, Active Directory, Visio, SDLC, Vendor Management, Business Analysis, SharePoint, IT Strategy, ITIL, Requirements Analysis, IT Service Management, IT Operations, Information Technology, Business Intelligence, Data Center, Databases, SQL, Software Documentation, Troubleshooting, Security, Windows Server, System Administration, Process Improvement
Education
University of Illinois at Chicago 1994 — 1998
Bachelors, Management Information Systems
Discover Financial Services 2000 - Present
Morgan Stanley 1998 - 2000
Skills
Disaster Recovery, IT Management, Active Directory, Visio, SDLC, Vendor Management, Business Analysis, SharePoint, IT Strategy, ITIL, Requirements Analysis, IT Service Management, IT Operations, Information Technology, Business Intelligence, Data Center, Databases, SQL, Software Documentation, Troubleshooting, Security, Windows Server, System Administration, Process Improvement
Education
University of Illinois at Chicago 1994 — 1998
Bachelors, Management Information Systems
Agnes Wiacek's Morgan Stanley Experience 2001 - 2001
Job .
Industry Accounting
Experience
Burrus, Paul & Turnbull, PLC 2007 - 2008
Wicker Smith, O'Hara, McCoy & Ford, P.A. 2005 - 2007
Borders, Inc. 2003 - 2005
MidAmerica Bank 2001 - 2003
Morgan Stanley 2001 - 2001
Friedman, Eisenstein, Raemer & Schwartz, LLP 1998 - 2001
United States Army Reserve 1993 - 2001
Education
University of Illinois at Chicago 1994 — 1998
Bachelor of Science, Accounting
Burrus, Paul & Turnbull, PLC 2007 - 2008
Wicker Smith, O'Hara, McCoy & Ford, P.A. 2005 - 2007
Borders, Inc. 2003 - 2005
MidAmerica Bank 2001 - 2003
Morgan Stanley 2001 - 2001
Friedman, Eisenstein, Raemer & Schwartz, LLP 1998 - 2001
United States Army Reserve 1993 - 2001
Education
University of Illinois at Chicago 1994 — 1998
Bachelor of Science, Accounting
Linda Takach's Morgan Stanley Experience June 1999 - November 2002
Job Vice President Private Client Advisor
Industry Financial Services
Experience
J.P.Morgan Chase Bank NA August 2011 - Present
Chase Investment Ser April 2003 - July 2011
Morgan Stanley June 1999 - November 2002
Allstate Insurance April 1990 - June 1999
Education
University of Illinois at Chicago
BA, Sociology, Psychology
J.P.Morgan Chase Bank NA August 2011 - Present
Chase Investment Ser April 2003 - July 2011
Morgan Stanley June 1999 - November 2002
Allstate Insurance April 1990 - June 1999
Education
University of Illinois at Chicago
BA, Sociology, Psychology
Lorene Shoukry's Morgan Stanley Experience December 2008 - Present
Job Facilities Coordinator at Morgan Stanley
Industry Facilities Services
Experience
Morgan Stanley December 2008 - Present
CH2M HILL July 2004 - March 2006
Education
University of Houston 1998 — 2002
Bachlors in Evnironmental Design, Architecture
Morgan Stanley December 2008 - Present
CH2M HILL July 2004 - March 2006
Education
University of Houston 1998 — 2002
Bachlors in Evnironmental Design, Architecture
shabnam mirza's Morgan Stanley Experience April 2011 - Present
Job Institutional Equities Risk Management at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Prime Brokerage November 2013 - Present
Morgan Stanley April 2011 - Present
Morgan Stanley March 2004 - February 2008
Education
University of Illinois at Chicago 1992 — 1996
BS, Finance
Morgan Stanley Prime Brokerage November 2013 - Present
Morgan Stanley April 2011 - Present
Morgan Stanley March 2004 - February 2008
Education
University of Illinois at Chicago 1992 — 1996
BS, Finance
Daniel Blong's Morgan Stanley Experience June 2004 - August 2005
Job Vice President at First Trust Portfolios L.P. Serving Financial Advisors in Wisconsin & Upper Peninsula Michigan
Industry Financial Services
Experience
First Trust Portfolios L.P. October 2005 - Present
Morgan Stanley June 2004 - August 2005
Skills
Unit Investment Trusts, Exchange Traded Funds, Financial Services, Closed-end Funds, Investment Management, Communication, Relationship Management, Customer Service, Presentaion & Public..., Sales
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's, Finance
First Trust Portfolios L.P. October 2005 - Present
Morgan Stanley June 2004 - August 2005
Skills
Unit Investment Trusts, Exchange Traded Funds, Financial Services, Closed-end Funds, Investment Management, Communication, Relationship Management, Customer Service, Presentaion & Public..., Sales
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's, Finance
Mahnaz Hasan's Morgan Stanley Experience September 2006 - April 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley September 2006 - April 2009
Barclays Capital February 2001 - September 2006
Reuters August 1996 - January 2001
Education
University of Illinois at Urbana-Champaign 1993 — 1995
MS, Engineering
Morgan Stanley September 2006 - April 2009
Barclays Capital February 2001 - September 2006
Reuters August 1996 - January 2001
Education
University of Illinois at Urbana-Champaign 1993 — 1995
MS, Engineering
Tom Loukas's Morgan Stanley Experience June 2010 - March 2015
Job Founder and Portfolio Manager at PEL Capital Management LLC
Industry Financial Services
Experience
PEL Capital Management LLC April 2015 - Present
Morgan Stanley June 2010 - March 2015
Ernst & Young June 2009 - August 2009
Skills
Financial Analysis, Series 7, Hedge Funds, Finance, Financial Modeling, Investments, Valuation, Bloomberg, Portfolio Management, Sales
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance
PEL Capital Management LLC April 2015 - Present
Morgan Stanley June 2010 - March 2015
Ernst & Young June 2009 - August 2009
Skills
Financial Analysis, Series 7, Hedge Funds, Finance, Financial Modeling, Investments, Valuation, Bloomberg, Portfolio Management, Sales
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance
Leshia Knowles's Morgan Stanley Experience 2006 - 2009
Job Senior Business Analyst
Industry Information Technology and Services
Experience
LINN Energy 2013 - 2015
Carrizo Oil and Gas 2010 - 2013
Service Corporation International 2009 - 2009
Morgan Stanley 2006 - 2009
AIG 2004 - 2006
Skills
Business Intelligence, Process Improvement, Project Management, Energy, SharePoint, ERP, Business Analysis, Management, SDLC, Business Process, Data Analytics, Support Analysis, Reporting, Technical Expertise, Customer Service, Training, Leadership, Information Technology, Administration, Data Modeling, Quantitative Analytics, Accounting, Requirements Gathering, Oil & Gas
Education
University of Houston 1998 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
LINN Energy 2013 - 2015
Carrizo Oil and Gas 2010 - 2013
Service Corporation International 2009 - 2009
Morgan Stanley 2006 - 2009
AIG 2004 - 2006
Skills
Business Intelligence, Process Improvement, Project Management, Energy, SharePoint, ERP, Business Analysis, Management, SDLC, Business Process, Data Analytics, Support Analysis, Reporting, Technical Expertise, Customer Service, Training, Leadership, Information Technology, Administration, Data Modeling, Quantitative Analytics, Accounting, Requirements Gathering, Oil & Gas
Education
University of Houston 1998 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Susan L. Esses, CFP®'s Morgan Stanley Experience December 1995 - August 2005
Job Investment Advisor Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2008 - Present
Oppenheimer & Co. September 2005 - November 2008
Morgan Stanley December 1995 - August 2005
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Mutual Funds, Series 63, Investments, 401k, Wealth Management, Strategic Financial..., IRAs, Disability Insurance, Registered Investment..., Certified Financial..., Insurance, Finance, Life Insurance
Education
University of Illinois at Chicago
Principal Financial Group November 2008 - Present
Oppenheimer & Co. September 2005 - November 2008
Morgan Stanley December 1995 - August 2005
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Mutual Funds, Series 63, Investments, 401k, Wealth Management, Strategic Financial..., IRAs, Disability Insurance, Registered Investment..., Certified Financial..., Insurance, Finance, Life Insurance
Education
University of Illinois at Chicago
James Cho's Morgan Stanley Experience May 2010 - March 2012
Job Home Lending Officer at Citibank, N.A. NMLS: 784929
Industry Financial Services
Experience
Citibank, N.A. December 2014 - Present
PHH Home Loans October 2013 - December 2014
Guaranteed Rate September 2012 - October 2013
Morgan Stanley May 2010 - March 2012
Key Mortgage Services, Inc. March 2007 - March 2009
Town and Country Credit Corp. May 2001 - May 2006
Skills
Customer Service, Account Management, Sales Management, Sales, Operations Management, New Business Development, Strategic Planning, Negotiation, Microsoft Office, Microsoft Excel, Credit, Banking, Business Development, Team Building, Business Planning, Management, Process Improvement, Residential Mortgages, Mortgage Banking
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Bachelor's degree, Economics
Citibank, N.A. December 2014 - Present
PHH Home Loans October 2013 - December 2014
Guaranteed Rate September 2012 - October 2013
Morgan Stanley May 2010 - March 2012
Key Mortgage Services, Inc. March 2007 - March 2009
Town and Country Credit Corp. May 2001 - May 2006
Skills
Customer Service, Account Management, Sales Management, Sales, Operations Management, New Business Development, Strategic Planning, Negotiation, Microsoft Office, Microsoft Excel, Credit, Banking, Business Development, Team Building, Business Planning, Management, Process Improvement, Residential Mortgages, Mortgage Banking
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Bachelor's degree, Economics
Joe Milano's Morgan Stanley Experience June 1999 - April 2000
Job VP Finance at Medulla LLC, Healthcare Management Solutions
Industry Entertainment
Experience
Medulla LLC, Healthcare Management Solutions July 2014 - Present
Chiro One Wellness Centers,LLC April 2012 - Present
Kerasotes Theatres,LLC April 2000 - March 2012
Morgan Stanley June 1999 - April 2000
Education
University of Illinois at Chicago
Medulla LLC, Healthcare Management Solutions July 2014 - Present
Chiro One Wellness Centers,LLC April 2012 - Present
Kerasotes Theatres,LLC April 2000 - March 2012
Morgan Stanley June 1999 - April 2000
Education
University of Illinois at Chicago
Hikesh Shah's Morgan Stanley Experience June 2006 - April 2007
Job Senior Market Analyst at Prometheus Energy
Industry Oil & Energy
Experience
Prometheus Energy March 2014 - Present
Simmons & Company International April 2011 - February 2014
Ernst & Young September 2009 - March 2011
Rapid Settlements March 2009 - May 2009
Morgan Stanley June 2006 - April 2007
Skills
Risk Management, Auditing, Cash Flow, Forecasting, Commodity, Valuation, Financial Analysis, Financial Modeling, Equity Research
Education
Investment Banking Institute 2010 — 2010
Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
BBA, Finance
Prometheus Energy March 2014 - Present
Simmons & Company International April 2011 - February 2014
Ernst & Young September 2009 - March 2011
Rapid Settlements March 2009 - May 2009
Morgan Stanley June 2006 - April 2007
Skills
Risk Management, Auditing, Cash Flow, Forecasting, Commodity, Valuation, Financial Analysis, Financial Modeling, Equity Research
Education
Investment Banking Institute 2010 — 2010
Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
BBA, Finance
Bill Svoboda's Morgan Stanley Experience February 2006 - September 2007
Job Owner at Svoboda Consulting
Industry Financial Services
Experience
Svoboda Consulting June 2009 - Present
Deutsche Bank Alex Brown October 2007 - May 2009
Morgan Stanley February 2006 - September 2007
SILICON VALLEY March 2002 - February 2006
Morgan Stanley January 1998 - January 2002
Morgan Stanley January 1981 - January 1998
Morgan Stanley January 1973 - January 1981
U.S. Navy June 1967 - January 1972
Skills
Finance, Equities, Wealth Management, Financial Services, Hedge Funds, Asset Management, Investments, Private Equity, Fixed Income, Management, Alternative Investments, Asset Managment, Series 7, Capital Markets, Portfolio Management, Securities, Asset Allocation, Investment Advisory, Series 63, Investment Banking, Mutual Funds, Options
Education
Golden Gate University - San Francisco 1975 — 1979
Doctor of Jurisprudence
University of Illinois at Urbana-Champaign 1962 — 1967
BS, Industrial Engineering
University of Illinois at Urbana-Champaign
Bachelor, Science Industrial Engineering
Svoboda Consulting June 2009 - Present
Deutsche Bank Alex Brown October 2007 - May 2009
Morgan Stanley February 2006 - September 2007
SILICON VALLEY March 2002 - February 2006
Morgan Stanley January 1998 - January 2002
Morgan Stanley January 1981 - January 1998
Morgan Stanley January 1973 - January 1981
U.S. Navy June 1967 - January 1972
Skills
Finance, Equities, Wealth Management, Financial Services, Hedge Funds, Asset Management, Investments, Private Equity, Fixed Income, Management, Alternative Investments, Asset Managment, Series 7, Capital Markets, Portfolio Management, Securities, Asset Allocation, Investment Advisory, Series 63, Investment Banking, Mutual Funds, Options
Education
Golden Gate University - San Francisco 1975 — 1979
Doctor of Jurisprudence
University of Illinois at Urbana-Champaign 1962 — 1967
BS, Industrial Engineering
University of Illinois at Urbana-Champaign
Bachelor, Science Industrial Engineering
Gay Nell Lewing Currie's Morgan Stanley Experience February 2002 - June 2004
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2013 - Present
SagePoint Financial May 2005 - May 2012
Morgan Stanley February 2002 - June 2004
Comerica Securities April 2001 - February 2002
Banc of America Investment Services, Inc. May 1995 - April 2001
Skills
Certified Financial..., Fixed Annuities, Series 24, Series 63, Series 7, Insurance, Supervisory Skills, Securities, Cash Management, Investment Management, Risk Management, Risk Assessment, Series 9-10, Series 65, Texas Insurance..., Retirement, Variable Annuities, Retirement Planning, FINRA, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Series 6, Investment Strategies, Uniform Combined State..., Alternative Investments, IRAs, Financial Advisory, 401k, Investments, Estate Planning, Life Insurance, Wealth Management..., Financial Services, Strategic Financial..., Asset Management, Separately Managed..., ETFs, Portfolio Management, Long-term Care, Equities
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
LPL Financial February 2013 - Present
SagePoint Financial May 2005 - May 2012
Morgan Stanley February 2002 - June 2004
Comerica Securities April 2001 - February 2002
Banc of America Investment Services, Inc. May 1995 - April 2001
Skills
Certified Financial..., Fixed Annuities, Series 24, Series 63, Series 7, Insurance, Supervisory Skills, Securities, Cash Management, Investment Management, Risk Management, Risk Assessment, Series 9-10, Series 65, Texas Insurance..., Retirement, Variable Annuities, Retirement Planning, FINRA, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Series 6, Investment Strategies, Uniform Combined State..., Alternative Investments, IRAs, Financial Advisory, 401k, Investments, Estate Planning, Life Insurance, Wealth Management..., Financial Services, Strategic Financial..., Asset Management, Separately Managed..., ETFs, Portfolio Management, Long-term Care, Equities
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Chris Anecelle's Morgan Stanley Experience December 2012 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Morgan Stanley August 1997 - Present
Skills
Securities, Investment Banking, Equities, Fixed Income, Market Data, Risk Management, Reference Data
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Information Systems
University of Houston
BA, Information Systems
Morgan Stanley December 2012 - Present
Morgan Stanley August 1997 - Present
Skills
Securities, Investment Banking, Equities, Fixed Income, Market Data, Risk Management, Reference Data
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Information Systems
University of Houston
BA, Information Systems
Kent Butler's Morgan Stanley Experience January 2001 - July 2010
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2010 - Present
Morgan Stanley January 2001 - July 2010
Education
University of Houston, C.T. Bauer College of Business 1999 — 2001
B.A., Finance
UBS Financial Services, Inc. July 2010 - Present
Morgan Stanley January 2001 - July 2010
Education
University of Houston, C.T. Bauer College of Business 1999 — 2001
B.A., Finance
Rachel Grimm's Morgan Stanley Experience 2006 - 2007
Job Vice President at Amegy Bank
Industry Banking
Experience
Amegy Bank 2013 - Present
Texas Tornados Volleyball Club 2003 - Present
Amegy Bank 2010 - 2013
Amegy Bank 2008 - 2010
Amegy Bank 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Commercial Lending, Lines Of Credit, Loans, Middle Market, Commercial Banking, Construction Loans, Credit Analysis
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Amegy Bank 2013 - Present
Texas Tornados Volleyball Club 2003 - Present
Amegy Bank 2010 - 2013
Amegy Bank 2008 - 2010
Amegy Bank 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Commercial Lending, Lines Of Credit, Loans, Middle Market, Commercial Banking, Construction Loans, Credit Analysis
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Aravind Sankaran's Morgan Stanley Experience August 2007 - October 2007
Job Software Engineer at Cardinal Health
Industry Pharmaceuticals
Experience
Cardinal Health May 2013 - Present
American Express February 2012 - May 2013
CardinalHealth May 2008 - January 2012
Sysco January 2008 - April 2008
JPMorgan Chase October 2007 - January 2008
Morgan Stanley August 2007 - October 2007
Crescent Real Estate February 2007 - July 2007
PepsiCo August 2006 - February 2007
Nationwide Insurance December 2005 - June 2006
Harley-Davidson Motor Company October 2005 - December 2005
Skills
SSIS, SSRS, SQL Server, Web Services, IIS, Business Intelligence, Business Objects, Data Modeling
Education
University of Houston-Victoria 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Missouri-Rolla 2001 — 2004
MS, Engineering Management
University of Madras 1997 — 2001
BE, Electronics and Communications Engineering
Cardinal Health May 2013 - Present
American Express February 2012 - May 2013
CardinalHealth May 2008 - January 2012
Sysco January 2008 - April 2008
JPMorgan Chase October 2007 - January 2008
Morgan Stanley August 2007 - October 2007
Crescent Real Estate February 2007 - July 2007
PepsiCo August 2006 - February 2007
Nationwide Insurance December 2005 - June 2006
Harley-Davidson Motor Company October 2005 - December 2005
Skills
SSIS, SSRS, SQL Server, Web Services, IIS, Business Intelligence, Business Objects, Data Modeling
Education
University of Houston-Victoria 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Missouri-Rolla 2001 — 2004
MS, Engineering Management
University of Madras 1997 — 2001
BE, Electronics and Communications Engineering
Scott Fey's Morgan Stanley Experience 2006 - 2008
Job Founder at PEF, LLC
Industry Real Estate
Experience
PEF, LLC 2010 - Present
Simplex Investments 2009 - 2010
Morgan Stanley 2006 - 2008
Skills
Financial Modeling, Equities, Valuation, Financial Analysis, Bloomberg, Options, Investments, Trading, Fixed Income, Hedging, Portfolio Management, Securities
Education
Code Academy 2012 — 2012
Ruby on Rails
University of Illinois at Urbana-Champaign 2001 — 2006
Bachelor's degree, Accounting, 3.7
PEF, LLC 2010 - Present
Simplex Investments 2009 - 2010
Morgan Stanley 2006 - 2008
Skills
Financial Modeling, Equities, Valuation, Financial Analysis, Bloomberg, Options, Investments, Trading, Fixed Income, Hedging, Portfolio Management, Securities
Education
Code Academy 2012 — 2012
Ruby on Rails
University of Illinois at Urbana-Champaign 2001 — 2006
Bachelor's degree, Accounting, 3.7
James Byunghoon Moon, CPA's Morgan Stanley Experience May 2006 - May 2010
Job Team Leader, Private Equity Fund Administration at Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation June 2012 - Present
Invesco Ltd. May 2006 - November 2011
Morgan Stanley May 2006 - May 2010
Infor August 2004 - May 2006
Northern Trust September 1999 - August 2004
Skills
Financial Analysis, Financial Reporting, Investments, SOX, Accounting, SEC reporting, Mutual Funds, Fund Accounting, SEC filings, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Financial Modeling, Fund Administration, Alternative Investments, Asset Management, Finance, Hedge Funds, SEC Filings, Private Equity, Equities, Financial Services
Education
University of Illinois at Chicago
BS, Accounting
Northern Trust Corporation June 2012 - Present
Invesco Ltd. May 2006 - November 2011
Morgan Stanley May 2006 - May 2010
Infor August 2004 - May 2006
Northern Trust September 1999 - August 2004
Skills
Financial Analysis, Financial Reporting, Investments, SOX, Accounting, SEC reporting, Mutual Funds, Fund Accounting, SEC filings, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Financial Modeling, Fund Administration, Alternative Investments, Asset Management, Finance, Hedge Funds, SEC Filings, Private Equity, Equities, Financial Services
Education
University of Illinois at Chicago
BS, Accounting
Fahad Kabir's Morgan Stanley Experience July 2015 - Present
Job Sr. IT Security Project Manager at BCBSNJ
Industry Computer Networking
Experience
Morgan Stanley July 2015 - Present
Enclara Health April 2011 - Present
Horizon Blue Cross Blue Shield of New Jersey June 2014 - July 2015
Synechron-Inc April 2010 - August 2011
DigiDent Solutions March 2006 - April 2010
Aztec Systems March 2006 - September 2009
Skills
Active Directory, DNS, VPN, Windows Server, Servers, DHCP, Microsoft Exchange, Firewalls, Network Administration, Disaster Recovery, XP, Routers, Switches, Operating Systems, Quality Assurance, Enterprise Architecture, SDLC, Networking, Business Analysis
Education
University of Hertfordshire 2009 — 2009
CCNA, Computer Systems Networking and Telecommunications
University of Hertfordshire 2008 — 2009
(Msc) Mastesr, Computer Networking Principle & Practice
University of Bedfordshire 2005 — 2007
Bsc(Hons), Computer Science Networking
London Academy of Management & Sciences 2004 — 2005
Advance Diploma, Computer Science Networking
University of Beacon house Informatics/University of Cambridge 2002 — 2004
Computer Science, Java, C++, SQL Database
Morgan Stanley July 2015 - Present
Enclara Health April 2011 - Present
Horizon Blue Cross Blue Shield of New Jersey June 2014 - July 2015
Synechron-Inc April 2010 - August 2011
DigiDent Solutions March 2006 - April 2010
Aztec Systems March 2006 - September 2009
Skills
Active Directory, DNS, VPN, Windows Server, Servers, DHCP, Microsoft Exchange, Firewalls, Network Administration, Disaster Recovery, XP, Routers, Switches, Operating Systems, Quality Assurance, Enterprise Architecture, SDLC, Networking, Business Analysis
Education
University of Hertfordshire 2009 — 2009
CCNA, Computer Systems Networking and Telecommunications
University of Hertfordshire 2008 — 2009
(Msc) Mastesr, Computer Networking Principle & Practice
University of Bedfordshire 2005 — 2007
Bsc(Hons), Computer Science Networking
London Academy of Management & Sciences 2004 — 2005
Advance Diploma, Computer Science Networking
University of Beacon house Informatics/University of Cambridge 2002 — 2004
Computer Science, Java, C++, SQL Database
Daniel O'Reilly's Morgan Stanley Experience March 2012 - August 2012
Job Associate at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney July 2014 - Present
Yale School of Management August 2012 - July 2014
A.T. Kearney May 2013 - July 2013
Morgan Stanley March 2012 - August 2012
Morgan Stanley January 2011 - August 2012
Morgan Stanley July 2007 - December 2010
Prudential Financial June 2006 - August 2006
Skills
Equity Valuation, Microsoft Excel, Statistics, Public Speaking, Performance Improvement, Valuation, Financial Modeling, Private Equity, Fixed Income, Financial Analysis, Bloomberg, Derivatives, Strategy, Analysis, Portfolio Management, Financial Risk
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science, Finance
A.T. Kearney July 2014 - Present
Yale School of Management August 2012 - July 2014
A.T. Kearney May 2013 - July 2013
Morgan Stanley March 2012 - August 2012
Morgan Stanley January 2011 - August 2012
Morgan Stanley July 2007 - December 2010
Prudential Financial June 2006 - August 2006
Skills
Equity Valuation, Microsoft Excel, Statistics, Public Speaking, Performance Improvement, Valuation, Financial Modeling, Private Equity, Fixed Income, Financial Analysis, Bloomberg, Derivatives, Strategy, Analysis, Portfolio Management, Financial Risk
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science, Finance
Themis Askounis's Morgan Stanley Experience 1988 - Present
Job Fixed Income Professional
Industry Financial Services
Experience
Morgan Stanley 1988 - Present
Lehman Brothers September 1983 - August 1988
Education
University of Illinois at Urbana-Champaign
BS, Psychology
Morgan Stanley 1988 - Present
Lehman Brothers September 1983 - August 1988
Education
University of Illinois at Urbana-Champaign
BS, Psychology
Constance E Niehaus's Morgan Stanley Experience August 2011 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2011 - Present
Citigroup Global Markets 1991 - July 2011
Skills
Fixed Income, Securities, Investments, Series 7, Credit Derivatives, Options Strategies, Series 63, Portfolio Management, Alternative Investments, Hedge Funds, Capital Markets, Equities, Commodity
Education
University of Houston
BBA, Finance
University of St. Thomas (TX)
MBA, Finance, Economics
Morgan Stanley August 2011 - Present
Citigroup Global Markets 1991 - July 2011
Skills
Fixed Income, Securities, Investments, Series 7, Credit Derivatives, Options Strategies, Series 63, Portfolio Management, Alternative Investments, Hedge Funds, Capital Markets, Equities, Commodity
Education
University of Houston
BBA, Finance
University of St. Thomas (TX)
MBA, Finance, Economics
Josh Mott's Morgan Stanley Experience January 2013 - Present
Job Client Service Accociate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Skills
Economics, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Corporate Finance, Stata, Valuation, Econometrics, Investments, Teamwork
Education
University of Houston
Bachelor of Science (BS), Economics
Morgan Stanley January 2013 - Present
Skills
Economics, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Corporate Finance, Stata, Valuation, Econometrics, Investments, Teamwork
Education
University of Houston
Bachelor of Science (BS), Economics
Paul Holzmayer's Morgan Stanley Experience 2010 - 2011
Job Mortgage Banking
Industry Commercial Real Estate
Experience
Centerline Capital Group April 2013 - October 2013
PHH Mortgage 2012 - 2013
Indland Bank 2011 - 2012
Morgan Stanley 2010 - 2011
LaSalle Bank 2005 - 2008
Argent Mortgage June 2004 - June 2005
Skills
Credit, Real Estate, Portfolio Management, Loan Origination, Financial Analysis, Commercial Real Estate, Banking, Underwriting, Finance, Due Diligence
Education
University of Illinois at Chicago 2000 — 2003
Bachelor's of Science, Finance
Centerline Capital Group April 2013 - October 2013
PHH Mortgage 2012 - 2013
Indland Bank 2011 - 2012
Morgan Stanley 2010 - 2011
LaSalle Bank 2005 - 2008
Argent Mortgage June 2004 - June 2005
Skills
Credit, Real Estate, Portfolio Management, Loan Origination, Financial Analysis, Commercial Real Estate, Banking, Underwriting, Finance, Due Diligence
Education
University of Illinois at Chicago 2000 — 2003
Bachelor's of Science, Finance
Donsub Rim's Morgan Stanley Experience October 2009 - December 2009
Job Student at University of Washington
Industry Research
Experience
TREUM April 2011 - July 2012
Humboldt University of Berlin July 2010 - August 2010
Morgan Stanley October 2009 - December 2009
Skills
C++, Matlab
Education
University of Washington
PhD, Applied Mathematics
Yonsei University
MS, Applied Mathematics
Yonsei University
BS, Business Administration, Mathematics
University of Illinois at Urbana-Champaign 2010 — 2010
Mathematics
TREUM April 2011 - July 2012
Humboldt University of Berlin July 2010 - August 2010
Morgan Stanley October 2009 - December 2009
Skills
C++, Matlab
Education
University of Washington
PhD, Applied Mathematics
Yonsei University
MS, Applied Mathematics
Yonsei University
BS, Business Administration, Mathematics
University of Illinois at Urbana-Champaign 2010 — 2010
Mathematics
Jonathan Wendling's Morgan Stanley Experience November 2005 - July 2011
Job Director of Underwriting at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage May 2012 - Present
J.P. Morgan Asset Management July 2011 - May 2012
Morgan Stanley November 2005 - July 2011
Skills
Mortgage Underwriting, Credit, Risk Management, Vendor Management, Management, Underwriting, Loan Origination, Mortgage Banking, Banking, Loss Mitigation, Residential Mortgages, Mortgage Lending, Due Diligence, Financial Analysis, Financial Services, Portfolio Management, Consumer Lending, Cross-functional Team..., Relationship Management, Leadership, Finance, Loans, Strategic Planning, Project Management, Financial Risk, Loan Servicing, Business Analysis, Credit Risk, Investments, Process Improvement, Credit Analysis, Insurance, Refinance, FHA
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors, Major in Economics and Minor in Sociology
PHH Mortgage May 2012 - Present
J.P. Morgan Asset Management July 2011 - May 2012
Morgan Stanley November 2005 - July 2011
Skills
Mortgage Underwriting, Credit, Risk Management, Vendor Management, Management, Underwriting, Loan Origination, Mortgage Banking, Banking, Loss Mitigation, Residential Mortgages, Mortgage Lending, Due Diligence, Financial Analysis, Financial Services, Portfolio Management, Consumer Lending, Cross-functional Team..., Relationship Management, Leadership, Finance, Loans, Strategic Planning, Project Management, Financial Risk, Loan Servicing, Business Analysis, Credit Risk, Investments, Process Improvement, Credit Analysis, Insurance, Refinance, FHA
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors, Major in Economics and Minor in Sociology
Alec Benzer's Morgan Stanley Experience July 2011 - August 2011
Job Software Engineer (Site Reliability) at Google
Industry Computer Software
Experience
Google January 2015 - Present
University of Illinois at Urbana-Champaign September 2013 - May 2014
Google May 2013 - August 2013
Google May 2012 - August 2012
Wolfram Research September 2011 - March 2012
Morgan Stanley July 2011 - August 2011
Fairleigh Dickinson University Autonomous Vehicle Project September 2010 - May 2011
Altlaw June 2009 - April 2010
Skills
C/C++, Ruby, Programming, Web Development, HTML + CSS, JavaScript, Python, Computer Science, Java, HTML
Education
University of Illinois at Urbana-Champaign 2011 — 2014
BS Computer Science, Computer Science
Bergen County Academies 2007 — 2011
Academy for Telecommunications and Computer Science
Google January 2015 - Present
University of Illinois at Urbana-Champaign September 2013 - May 2014
Google May 2013 - August 2013
Google May 2012 - August 2012
Wolfram Research September 2011 - March 2012
Morgan Stanley July 2011 - August 2011
Fairleigh Dickinson University Autonomous Vehicle Project September 2010 - May 2011
Altlaw June 2009 - April 2010
Skills
C/C++, Ruby, Programming, Web Development, HTML + CSS, JavaScript, Python, Computer Science, Java, HTML
Education
University of Illinois at Urbana-Champaign 2011 — 2014
BS Computer Science, Computer Science
Bergen County Academies 2007 — 2011
Academy for Telecommunications and Computer Science
Brian Schmehil's Morgan Stanley Experience June 2008 - February 2011
Job Private Client Advisor
Industry Investment Management
Experience
Morgan Stanley June 2008 - February 2011
University of Illinois at Urbana-Champaign January 2005 - January 2008
Skills
Retirement Planning, Portfolio Management, Estate Planning, Valuation
Education
University of Illinois at Urbana-Champaign
BA, Finance
Morgan Stanley June 2008 - February 2011
University of Illinois at Urbana-Champaign January 2005 - January 2008
Skills
Retirement Planning, Portfolio Management, Estate Planning, Valuation
Education
University of Illinois at Urbana-Champaign
BA, Finance
Rich Eskra's Morgan Stanley Experience January 2012 - Present
Job Vice PresidentTax at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Education
University of Illinois
Morgan Stanley January 2012 - Present
Education
University of Illinois
Linda Zenunovic's Morgan Stanley Experience 1989 - 1999
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Art Saiki's Morgan Stanley Experience January 1977 - February 2009
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Morgan Stanley January 1977 - February 2009
Hilti January 1973 - January 1977
Skills
Cooking, Guitar, Singing
Education
University of Hawaii at Manoa 1966 — 1970
BBA, Marketing
WR Farrington high 1963 — 1966
Wells Fargo Advisors 2009 - Present
Morgan Stanley January 1977 - February 2009
Hilti January 1973 - January 1977
Skills
Cooking, Guitar, Singing
Education
University of Hawaii at Manoa 1966 — 1970
BBA, Marketing
WR Farrington high 1963 — 1966
Janos Pilenyi's Morgan Stanley Experience 2003 - April 2012
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
Morgan Stanley 2003 - April 2012
Merrill Lynch 1996 - 2002
Information Builders 1994 - 1996
Education
University of Illinois at Urbana-Champaign
BS, Math/Computer Science
Bank of America 2012 - Present
Morgan Stanley 2003 - April 2012
Merrill Lynch 1996 - 2002
Information Builders 1994 - 1996
Education
University of Illinois at Urbana-Champaign
BS, Math/Computer Science
LaDonna Alexander's Morgan Stanley Experience February 2007 - June 2008
Job Sr. Business Analyst at Halliburton
Industry Retail
Experience
Halliburton April 2013 - Present
MD Anderson Cancer Center November 2012 - April 2013
Academy Sports + Outdoors June 2011 - November 2012
Mercer June 2008 - March 2011
Morgan Stanley February 2007 - June 2008
AIG 1999 - 2007
Skills
Visio, Business Analysis, SDLC, Requirements Gathering, User Acceptance Testing, Business Requirements, Quality Assurance, Requirements Analysis, Business Intelligence, Business Process, Business Process..., Integration, MS Project, PMO, Process Improvement, SharePoint, Software Documentation, Software Project..., Systems Analysis, Vendor Management
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Halliburton April 2013 - Present
MD Anderson Cancer Center November 2012 - April 2013
Academy Sports + Outdoors June 2011 - November 2012
Mercer June 2008 - March 2011
Morgan Stanley February 2007 - June 2008
AIG 1999 - 2007
Skills
Visio, Business Analysis, SDLC, Requirements Gathering, User Acceptance Testing, Business Requirements, Quality Assurance, Requirements Analysis, Business Intelligence, Business Process, Business Process..., Integration, MS Project, PMO, Process Improvement, SharePoint, Software Documentation, Software Project..., Systems Analysis, Vendor Management
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Andrew Bury's Morgan Stanley Experience February 1984 - January 2005
Job Retired at None
Industry Financial Services
Experience
None February 2014 - Present
Wells Fargo Advisors January 2005 - January 2014
Morgan Stanley February 1984 - January 2005
Skills
Personal Financial..., Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Investment Strategies, Securities, Retirement
Education
University of Illinois at Chicago 1968 — 1972
Marketing and Finance, Finance and Marketing
None February 2014 - Present
Wells Fargo Advisors January 2005 - January 2014
Morgan Stanley February 1984 - January 2005
Skills
Personal Financial..., Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Investment Strategies, Securities, Retirement
Education
University of Illinois at Chicago 1968 — 1972
Marketing and Finance, Finance and Marketing
Andrew Bury's Morgan Stanley Experience February 1984 - January 2005
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley February 1984 - January 2005
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Business Administration (BBA), Marketing/Finance
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley February 1984 - January 2005
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Business Administration (BBA), Marketing/Finance
Nicholas McLin's Morgan Stanley Experience January 2013 - September 2015
Job Masters in Applied Economics Student
Industry Financial Services
Experience
Morgan Stanley January 2013 - September 2015
Regional Finance May 2013 - July 2013
Kohl's Department Stores May 2012 - March 2013
Steak n Shake May 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Stata, Economics, Financial Analysis, Financial Modeling, SQL, VBA, JavaScript
Education
University of Houston 2015 — 2016
Master’s Degree, Applied Economics
University of Houston 2010 — 2013
Bachelor of Science (B.S.), Economics, 3.2
Morgan Stanley January 2013 - September 2015
Regional Finance May 2013 - July 2013
Kohl's Department Stores May 2012 - March 2013
Steak n Shake May 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Stata, Economics, Financial Analysis, Financial Modeling, SQL, VBA, JavaScript
Education
University of Houston 2015 — 2016
Master’s Degree, Applied Economics
University of Houston 2010 — 2013
Bachelor of Science (B.S.), Economics, 3.2
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS