Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Tatiana Hoff née Lapchuk Tatiana Hoff née Lapchuk's Morgan Stanley Experience May 2006 - September 2006
Job Human Capital, Communications, Change Management Consulting Professional
Industry Management Consulting
Experience
HighRoads, Inc. September 2014 - Present
St. Vladimir's Orthodox Theological Seminary May 2012 - Present
Deloitte Consulting LLP July 2007 - July 2014
Citizens Energy Corporation September 2005 - December 2006
Morgan Stanley May 2006 - September 2006
Lava Trading / Citigroup June 2005 - August 2005
Skills
Management Consulting, Project Management, Change Management, Organizational..., Organizational Design, Corporate Communications, Strategic Communications, Talent Acquisition, Talent Development, Performance Management, Talent Management, Succession Planning, Leadership, Benefits Administration, Employee Benefits, Employee Engagement, Instructional Design, Technology Adoption, HR Transformation, Human Resources, Outsourced HR Services, Vendor Management, Global Mobility, Business Process Design, Enterprise Risk..., Business Process..., Governance, Management, Program Management, Strategy
Education
Columbia University in the City of New York 2011 — 2017
Boston College 2003 — 2007
HighRoads, Inc. September 2014 - Present
St. Vladimir's Orthodox Theological Seminary May 2012 - Present
Deloitte Consulting LLP July 2007 - July 2014
Citizens Energy Corporation September 2005 - December 2006
Morgan Stanley May 2006 - September 2006
Lava Trading / Citigroup June 2005 - August 2005
Skills
Management Consulting, Project Management, Change Management, Organizational..., Organizational Design, Corporate Communications, Strategic Communications, Talent Acquisition, Talent Development, Performance Management, Talent Management, Succession Planning, Leadership, Benefits Administration, Employee Benefits, Employee Engagement, Instructional Design, Technology Adoption, HR Transformation, Human Resources, Outsourced HR Services, Vendor Management, Global Mobility, Business Process Design, Enterprise Risk..., Business Process..., Governance, Management, Program Management, Strategy
Education
Columbia University in the City of New York 2011 — 2017
Boston College 2003 — 2007
David Roos's Morgan Stanley Experience June 2015 - August 2015
Job Incoming Bank Resource Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Boston College October 2014 - May 2015
Menehune Surf School June 2014 - August 2014
Vericare June 2014 - August 2014
Boston College October 2013 - May 2014
Pine Street Inn October 2013 - May 2014
Roos Consulting May 2013 - August 2013
Skills
MS Powerpoint, MS Excel, EDGARPro, MS Word, Financial Analysis, Teamwork, Microsoft Office, PowerPoint, Research, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Data Analysis, Public Speaking
Education
Boston College 2012 — 2016
BS / BA candidate, Concentrations: Finance, Accounting, with Economics focus, Dean's List
La Jolla High School 2009 — 2012
AP Scholar with Distinction, National Merit Commended Student, Graduated with Academic Distinction
Morgan Stanley June 2015 - August 2015
Boston College October 2014 - May 2015
Menehune Surf School June 2014 - August 2014
Vericare June 2014 - August 2014
Boston College October 2013 - May 2014
Pine Street Inn October 2013 - May 2014
Roos Consulting May 2013 - August 2013
Skills
MS Powerpoint, MS Excel, EDGARPro, MS Word, Financial Analysis, Teamwork, Microsoft Office, PowerPoint, Research, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Data Analysis, Public Speaking
Education
Boston College 2012 — 2016
BS / BA candidate, Concentrations: Finance, Accounting, with Economics focus, Dean's List
La Jolla High School 2009 — 2012
AP Scholar with Distinction, National Merit Commended Student, Graduated with Academic Distinction
Kathy Day's Morgan Stanley Experience July 1996 - September 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 2007 - Present
Morgan Stanley July 1996 - September 2007
Skills
Securities Lending, Prime Brokerage, Equities, Capital Markets, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Middle Office, Securities, Singing, Trading Systems, Financial Services, Banking, Business Analysis, Risk Management, Trading
Education
Boston College 1992 — 1996
Bachelor's degree, Economics
Citi 2007 - Present
Morgan Stanley July 1996 - September 2007
Skills
Securities Lending, Prime Brokerage, Equities, Capital Markets, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Middle Office, Securities, Singing, Trading Systems, Financial Services, Banking, Business Analysis, Risk Management, Trading
Education
Boston College 1992 — 1996
Bachelor's degree, Economics
Christopher Khan's Morgan Stanley Experience June 2010 - August 2010
Job Trading & Clearing at State Street Global Markets
Industry Financial Services
Experience
State Street July 2014 - Present
ICAP June 2012 - August 2012
Square January 2012 - June 2012
Apple January 2011 - December 2011
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Bitcoin, Microsoft SQL Server, R, Swift, Python, Ruby
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (MS), Finance
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Regis High School 2005 — 2009
State Street July 2014 - Present
ICAP June 2012 - August 2012
Square January 2012 - June 2012
Apple January 2011 - December 2011
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Bitcoin, Microsoft SQL Server, R, Swift, Python, Ruby
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (MS), Finance
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Regis High School 2005 — 2009
Frankie Nasso's Morgan Stanley Experience June 2008 - August 2008
Job Director at Premier, Inc
Industry Management Consulting
Experience
Premier, Inc September 2014 - Present
Premier Healthcare Alliance September 2012 - September 2014
Premier Healthcare Alliance September 2011 - September 2012
FTI Consulting July 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Strategy, Financial Modeling, Analysis, Corporate Finance, Finance, Microsoft Excel, Visio, Forecasting, Leadership, Research, PowerPoint, Hospitals, Press Releases, Strategic Planning, Data Analysis, Communication, Pitch Books, Pitching Ideas, Restructuring, Creative Strategy, Teamwork, Management Consulting
Education
Boston College 2005 — 2009
BS Honors, Finance, Operations and Strategic Management, Environmental Science
Sophia University 2007 — 2007
Summer Program, Japanese Business and Management, Elementary Japanese
Premier, Inc September 2014 - Present
Premier Healthcare Alliance September 2012 - September 2014
Premier Healthcare Alliance September 2011 - September 2012
FTI Consulting July 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Strategy, Financial Modeling, Analysis, Corporate Finance, Finance, Microsoft Excel, Visio, Forecasting, Leadership, Research, PowerPoint, Hospitals, Press Releases, Strategic Planning, Data Analysis, Communication, Pitch Books, Pitching Ideas, Restructuring, Creative Strategy, Teamwork, Management Consulting
Education
Boston College 2005 — 2009
BS Honors, Finance, Operations and Strategic Management, Environmental Science
Sophia University 2007 — 2007
Summer Program, Japanese Business and Management, Elementary Japanese
Alyssa Martin, CPA's Morgan Stanley Experience June 2008 - August 2008
Job Manager, Management Consulting at PwC
Industry Management Consulting
Megan Wagner Megan Wagner's Morgan Stanley Experience March 2015 - July 2015
Job Foundation Coordinator at Motorola Mobility Foundation
Industry Philanthropy
Experience
Motorola Mobility August 2015 - Present
Morgan Stanley March 2015 - July 2015
Relationship Science December 2014 - March 2015
Relationship Science July 2013 - November 2014
Big Brothers Big Sisters of Massachusetts Bay September 2012 - December 2012
Cradles to Crayons September 2011 - December 2011
Skills
Volunteer Management, Organization, Community Outreach, Communication, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Fundraising, Prezi, Leadership, Business Development, Donor Research, Microsoft Word, Gmail, PowerPoint, Salesforce.com, Raiser's Edge, Stata
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Sociology, Business Management and Leadership, 3.83
University of Melbourne 2012 — 2012
Study Abroad
Motorola Mobility August 2015 - Present
Morgan Stanley March 2015 - July 2015
Relationship Science December 2014 - March 2015
Relationship Science July 2013 - November 2014
Big Brothers Big Sisters of Massachusetts Bay September 2012 - December 2012
Cradles to Crayons September 2011 - December 2011
Skills
Volunteer Management, Organization, Community Outreach, Communication, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Fundraising, Prezi, Leadership, Business Development, Donor Research, Microsoft Word, Gmail, PowerPoint, Salesforce.com, Raiser's Edge, Stata
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Sociology, Business Management and Leadership, 3.83
University of Melbourne 2012 — 2012
Study Abroad
Colleen Donnelly's Morgan Stanley Experience July 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Discovery Communications June 2013 - August 2013
Hempstead Golf and Country Club June 2009 - August 2012
Skills
Account Reconciliation, Client Services, Research, Public Speaking, Microsoft Office, Social Networking, Communication
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Morgan Stanley July 2014 - Present
Discovery Communications June 2013 - August 2013
Hempstead Golf and Country Club June 2009 - August 2012
Skills
Account Reconciliation, Client Services, Research, Public Speaking, Microsoft Office, Social Networking, Communication
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Kimberlee Bowman Kimberlee Bowman's Morgan Stanley Experience October 1998 - October 2001
Job Bank of America Merrill Lynch, Vice President Executive Recruiter
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Appleton Street Advisors April 2006 - July 2015
MassMutual June 2004 - 2005
Professions, Inc. 2002 - 2004
morgan stanley October 1998 - October 2001
morgan stanley 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody 1990 - 1994
donaldson, lufkin & Jenrette 1985 - 1987
Skills
Investment Advisory, Recruiting, Portfolio Management, Insurance, Leadership, Management, Executive Search, Employee Benefits, Financial Services, Series 7, Retirement, Investments, Strategic Financial..., Sourcing, Business Relationship..., Sales Management, Cross Selling, Talent Acquisition, Bonds, Talent Management, Retirement Planning, Wholesale, Training, Finance, Financial Advisory, Fixed Annuities, Life Insurance, Sales, Networking, 401k, Internet Recruiting, Long-term Care, Technical Recruiting, Applicant Tracking..., Onboarding, Mutual Funds
Education
Boston College 1970 — 1974
Bachelor of Arts (B.A.), History
Canisius College 1970 — 1972
ba, history
Bank of America Merrill Lynch July 2015 - Present
Appleton Street Advisors April 2006 - July 2015
MassMutual June 2004 - 2005
Professions, Inc. 2002 - 2004
morgan stanley October 1998 - October 2001
morgan stanley 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody 1990 - 1994
donaldson, lufkin & Jenrette 1985 - 1987
Skills
Investment Advisory, Recruiting, Portfolio Management, Insurance, Leadership, Management, Executive Search, Employee Benefits, Financial Services, Series 7, Retirement, Investments, Strategic Financial..., Sourcing, Business Relationship..., Sales Management, Cross Selling, Talent Acquisition, Bonds, Talent Management, Retirement Planning, Wholesale, Training, Finance, Financial Advisory, Fixed Annuities, Life Insurance, Sales, Networking, 401k, Internet Recruiting, Long-term Care, Technical Recruiting, Applicant Tracking..., Onboarding, Mutual Funds
Education
Boston College 1970 — 1974
Bachelor of Arts (B.A.), History
Canisius College 1970 — 1972
ba, history
Cal C. Greene III's Morgan Stanley Experience May 2010 - August 2010
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
J.P. Morgan November 2013 - July 2015
J.P. Morgan June 2012 - October 2013
Boston College October 2009 - May 2012
CB Richard Ellis May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Tall Pines Day Camp May 2005 - August 2009
Education
Boston College 2008 — 2012
Bachelors of Science, Finance & Bachelors of Arts, History
Salesianum School 2004 — 2008
High School Diploma
Bank of America Merrill Lynch August 2015 - Present
J.P. Morgan November 2013 - July 2015
J.P. Morgan June 2012 - October 2013
Boston College October 2009 - May 2012
CB Richard Ellis May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Tall Pines Day Camp May 2005 - August 2009
Education
Boston College 2008 — 2012
Bachelors of Science, Finance & Bachelors of Arts, History
Salesianum School 2004 — 2008
High School Diploma
James Cesarano James Cesarano's Morgan Stanley Experience September 2011 - May 2014
Job Vice President of Ethics & Compliance at Kroll
Industry Financial Services
Experience
Kroll June 2015 - Present
Kroll May 2014 - June 2015
Morgan Stanley September 2011 - May 2014
Office of the Attorney General of the State of New York March 2010 - September 2011
New York County District Attorney's Office September 2001 - September 2011
Skills
Litigation, Legal Writing, AML, Fraud, Securities Regulation, Private Investigations, Litigation Support, Legal Research, FCPA, Criminal Law, Trials, Criminal Investigations, Courts, Internal Investigations, Criminal Justice
Education
Boston College
Bachelor’s Degree
Pace University School of Law
Juris Doctor (J.D.)
Kroll June 2015 - Present
Kroll May 2014 - June 2015
Morgan Stanley September 2011 - May 2014
Office of the Attorney General of the State of New York March 2010 - September 2011
New York County District Attorney's Office September 2001 - September 2011
Skills
Litigation, Legal Writing, AML, Fraud, Securities Regulation, Private Investigations, Litigation Support, Legal Research, FCPA, Criminal Law, Trials, Criminal Investigations, Courts, Internal Investigations, Criminal Justice
Education
Boston College
Bachelor’s Degree
Pace University School of Law
Juris Doctor (J.D.)
Frank Walton's Morgan Stanley Experience May 2013 - Present
Job Director, AntiMoney Laundering Group
Industry Law Practice
Experience
Morgan Stanley May 2013 - Present
Kings County District Attorney January 2009 - May 2013
Skills
Criminal Law, Courts, Legal Research, Litigation, Legal Writing, Westlaw, Lexis, Criminal Investigations, Criminal Justice, Trial Practice, Hearings, Trials, Mediation, Motions, Securities Regulation, Legal Assistance, Legal Issues, Internal Investigations
Education
University of Southern California 2005 — 2008
Juris Doctor (J.D.)
Boston College 2001 — 2005
Bachelor’s Degree, Political Science and International Studies
Morgan Stanley May 2013 - Present
Kings County District Attorney January 2009 - May 2013
Skills
Criminal Law, Courts, Legal Research, Litigation, Legal Writing, Westlaw, Lexis, Criminal Investigations, Criminal Justice, Trial Practice, Hearings, Trials, Mediation, Motions, Securities Regulation, Legal Assistance, Legal Issues, Internal Investigations
Education
University of Southern California 2005 — 2008
Juris Doctor (J.D.)
Boston College 2001 — 2005
Bachelor’s Degree, Political Science and International Studies
Jay Rooney Jay Rooney's Morgan Stanley Experience January 2006 - December 2008
Job Senior Project Manager at OpenLink Financial
Industry Financial Services
Experience
MIK Fund Services February 2009 - May 2014
Morgan Stanley January 2006 - December 2008
Andor Capital Management May 2003 - December 2005
Lava Trading November 2002 - May 2003
Deutsche Asset Management January 2000 - November 2002
Trust Company of the West November 1994 - June 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Risk Management, Trading, Alternative Investments, Business Analysis, Prime Brokerage, Financial Risk, Back Office, Investment Management, Project Management, Start-ups, Equities, Trading Systems, Finance, CRM, Asset Managment, Management, Integration, Financial Services, Accounting, Options
Education
Boston College
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
MIK Fund Services February 2009 - May 2014
Morgan Stanley January 2006 - December 2008
Andor Capital Management May 2003 - December 2005
Lava Trading November 2002 - May 2003
Deutsche Asset Management January 2000 - November 2002
Trust Company of the West November 1994 - June 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Risk Management, Trading, Alternative Investments, Business Analysis, Prime Brokerage, Financial Risk, Back Office, Investment Management, Project Management, Start-ups, Equities, Trading Systems, Finance, CRM, Asset Managment, Management, Integration, Financial Services, Accounting, Options
Education
Boston College
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Julianne (Marrone) Ambrose Julianne (Marrone) Ambrose's Morgan Stanley Experience July 2000 - August 2003
Job HR Director at Towers Watson
Industry Human Resources
Experience
Towers Watson September 2005 - Present
EMC Computer Systems August 2003 - September 2005
Morgan Stanley July 2000 - August 2003
Skills
Human Resources, Employee Relations, Talent Management, Employee Benefits, Leadership, Performance Management, Management, Succession Planning, Personnel Management, Organizational..., Onboarding, HRIS, Talent Acquisition, Employee Engagement, Deferred Compensation, Leadership Development, Mergers & Acquisitions
Education
Boston College
Human Development and HR Mgmt
Regis College
Masters, Organizational Communication
Towers Watson September 2005 - Present
EMC Computer Systems August 2003 - September 2005
Morgan Stanley July 2000 - August 2003
Skills
Human Resources, Employee Relations, Talent Management, Employee Benefits, Leadership, Performance Management, Management, Succession Planning, Personnel Management, Organizational..., Onboarding, HRIS, Talent Acquisition, Employee Engagement, Deferred Compensation, Leadership Development, Mergers & Acquisitions
Education
Boston College
Human Development and HR Mgmt
Regis College
Masters, Organizational Communication
Anthony James Rodriguez's Morgan Stanley Experience June 2005 - August 2005
Job Network Operations Specialist at Ipreo
Industry Financial Services
Experience
Ipreo July 2013 - Present
Ipreo June 2008 - July 2013
NYC Department of Information Technology & Telecommunications June 2006 - August 2007
Morgan Stanley June 2005 - August 2005
Skills
Troubleshooting, Technical Support, Visio, Switches, Access, VPN, Microsoft SQL Server, IIS, Active Directory, Microsoft Office, Microsoft Operating..., Windows Server, PHP, Windows 7, Microsoft Operations..., Operating Systems, Java, JavaScript, MySQL, C, VBScript, Windows XP Pro, Windows Server 2003, Windows Server 2008, HP Openview, HP Network Node Manager, Citrix Metaframe, Basic Linux/Unix, Windows, HTML, System Administration, XML, Citrix, Software Documentation, Microsoft Excel, Cisco Technologies, Cisco Routers, Avaya Site..., Avaya, Blackberry Enterprise..., Blackberry OS, iPad, Mobile Devices, Android, Disaster Recovery
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Computer Science
The Taft School (HS) 2000 — 2004
HS Diploma
Ipreo July 2013 - Present
Ipreo June 2008 - July 2013
NYC Department of Information Technology & Telecommunications June 2006 - August 2007
Morgan Stanley June 2005 - August 2005
Skills
Troubleshooting, Technical Support, Visio, Switches, Access, VPN, Microsoft SQL Server, IIS, Active Directory, Microsoft Office, Microsoft Operating..., Windows Server, PHP, Windows 7, Microsoft Operations..., Operating Systems, Java, JavaScript, MySQL, C, VBScript, Windows XP Pro, Windows Server 2003, Windows Server 2008, HP Openview, HP Network Node Manager, Citrix Metaframe, Basic Linux/Unix, Windows, HTML, System Administration, XML, Citrix, Software Documentation, Microsoft Excel, Cisco Technologies, Cisco Routers, Avaya Site..., Avaya, Blackberry Enterprise..., Blackberry OS, iPad, Mobile Devices, Android, Disaster Recovery
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Computer Science
The Taft School (HS) 2000 — 2004
HS Diploma
Gabrielle Gosselin's Morgan Stanley Experience October 2012 - December 2012
Job Executive Assistant at Fox News Channel
Industry Broadcast Media
Experience
Fox News Channel January 2015 - Present
National Beer Wholesalers Association September 2013 - January 2015
Putnam Investments December 2012 - September 2013
Morgan Stanley October 2012 - December 2012
Winthrop Community Access Television June 2012 - October 2012
WCVB-TV News January 2012 - May 2012
Boston College September 2009 - May 2012
Chronicle at WCVB-TV September 2011 - December 2011
Spanish Beisbol Network April 2010 - August 2011
Skills
Social Media, Broadcast, Social Media Marketing, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Baseball, ENPS, Spanish, Cpr Certified, First Aid, News Writing, Video Production, Television
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Universitat Pompeu Fabra 2011 — 2011
Bachelor's degree, Communication and Media Studies
Fox News Channel January 2015 - Present
National Beer Wholesalers Association September 2013 - January 2015
Putnam Investments December 2012 - September 2013
Morgan Stanley October 2012 - December 2012
Winthrop Community Access Television June 2012 - October 2012
WCVB-TV News January 2012 - May 2012
Boston College September 2009 - May 2012
Chronicle at WCVB-TV September 2011 - December 2011
Spanish Beisbol Network April 2010 - August 2011
Skills
Social Media, Broadcast, Social Media Marketing, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Baseball, ENPS, Spanish, Cpr Certified, First Aid, News Writing, Video Production, Television
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Universitat Pompeu Fabra 2011 — 2011
Bachelor's degree, Communication and Media Studies
Caren M. Rossi's Morgan Stanley Experience 2011 - Present
Job Capital Markets
Industry Marketing and Advertising
Experience
Morgan Stanley 2011 - Present
Skills
CRM, Financial Services, Management, Risk Management, Insurance, Program Management, Relationship Management, Sales, Securities, Marketing, New Business Development, Strategy, Asset Management, Marketing Strategy, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Fixed Income, Investments, Financial Analysis, Strategic Planning, Marketing Communications, Training, Project Management, Strategic Financial..., Equities, Business Analysis, Leadership, Series 63
Education
Boston College
Bachelor of Arts, Educational Psychology
Morgan Stanley 2011 - Present
Skills
CRM, Financial Services, Management, Risk Management, Insurance, Program Management, Relationship Management, Sales, Securities, Marketing, New Business Development, Strategy, Asset Management, Marketing Strategy, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Fixed Income, Investments, Financial Analysis, Strategic Planning, Marketing Communications, Training, Project Management, Strategic Financial..., Equities, Business Analysis, Leadership, Series 63
Education
Boston College
Bachelor of Arts, Educational Psychology
John R. Nolan's Morgan Stanley Experience 1987 - 2000
Job COO, CAO, CFO, Infrastructure Head
Industry Financial Services
Experience
Seeking New Opportunities 2015 - Present
Kingsbridge National Ice Center 2010 - 2015
Doran Jones Inc. October 2012 - October 2014
Sustainable Insight Capital Management January 2013 - May 2014
Deutsche Bank October 2000 - September 2012
Morgan Stanley 1987 - 2000
Salomon Brothers 1986 - 1987
E.F. Hutton 1984 - 1986
Skills
Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Risk Management, Capital Markets, Finance, Strategic Planning, Private Equity, Investment Management, Change Management, Financial Markets, Financial Analysis, Trading, Equity Derivatives, Derivatives, Securities, Alternative Investments, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
Boston College 1980 — 1984
B.A., Economics, History
Seeking New Opportunities 2015 - Present
Kingsbridge National Ice Center 2010 - 2015
Doran Jones Inc. October 2012 - October 2014
Sustainable Insight Capital Management January 2013 - May 2014
Deutsche Bank October 2000 - September 2012
Morgan Stanley 1987 - 2000
Salomon Brothers 1986 - 1987
E.F. Hutton 1984 - 1986
Skills
Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Risk Management, Capital Markets, Finance, Strategic Planning, Private Equity, Investment Management, Change Management, Financial Markets, Financial Analysis, Trading, Equity Derivatives, Derivatives, Securities, Alternative Investments, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
Boston College 1980 — 1984
B.A., Economics, History
EvanScott Smith, CTS EvanScott Smith, CTS's Morgan Stanley Experience August 2014 - Present
Job Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2014 - Present
AVTEG, Inc. November 2012 - January 2015
Labrador Technology, Inc. November 2012 - May 2013
Verrex Corporation August 2010 - October 2012
Downtown Music Studios April 2010 - September 2010
beyerdynamic GmbH & Co. KG January 2010 - May 2010
beatFIX January 2001 - April 2010
beyerdynamic GmbH & Co. KG January 2008 - January 2010
beyerdynamic GmbH & Co. KG January 2007 - January 2008
Apple Computer September 2005 - September 2006
Skills
Video Conferencing, Audio, Audio Engineering, Audio Editing, Audio Mixing, Audio Design, Music Production, Microphones, Sales Engineering, Telepresence, Marketing Strategy, Product Marketing, Product Launch, Problem Solving, Project Execution, Project Estimation, Cost Estimating, Construction Documents, Acoustics, Apple Macintosh, Digidesign Pro Tools, Final Cut Studio, Adobe Creative Suite, Sales Management, Inside Sales, International Sales, SalesLogix, Mas 90, Wine Knowledge, Wine Pairing, Wineries, Crestron, Consultative Sales..., Solution Selling, Cisco Technologies, Integration, Unified Communications, Project Management, Sound, Polycom Video..., Digital Video, Pro Tools, Sage, Submittals, Channel Partners, Wine Tasting, AV, Email, Wordsmithing, Streaming Media
Education
Tufts University 1996 — 2000
Bachelor of Arts, Philosophy
Boston College 1997 — 1998
Smithtown Highschool 1992 — 1996
Morgan Stanley August 2014 - Present
AVTEG, Inc. November 2012 - January 2015
Labrador Technology, Inc. November 2012 - May 2013
Verrex Corporation August 2010 - October 2012
Downtown Music Studios April 2010 - September 2010
beyerdynamic GmbH & Co. KG January 2010 - May 2010
beatFIX January 2001 - April 2010
beyerdynamic GmbH & Co. KG January 2008 - January 2010
beyerdynamic GmbH & Co. KG January 2007 - January 2008
Apple Computer September 2005 - September 2006
Skills
Video Conferencing, Audio, Audio Engineering, Audio Editing, Audio Mixing, Audio Design, Music Production, Microphones, Sales Engineering, Telepresence, Marketing Strategy, Product Marketing, Product Launch, Problem Solving, Project Execution, Project Estimation, Cost Estimating, Construction Documents, Acoustics, Apple Macintosh, Digidesign Pro Tools, Final Cut Studio, Adobe Creative Suite, Sales Management, Inside Sales, International Sales, SalesLogix, Mas 90, Wine Knowledge, Wine Pairing, Wineries, Crestron, Consultative Sales..., Solution Selling, Cisco Technologies, Integration, Unified Communications, Project Management, Sound, Polycom Video..., Digital Video, Pro Tools, Sage, Submittals, Channel Partners, Wine Tasting, AV, Email, Wordsmithing, Streaming Media
Education
Tufts University 1996 — 2000
Bachelor of Arts, Philosophy
Boston College 1997 — 1998
Smithtown Highschool 1992 — 1996
Kate Vassos Kate Vassos's Morgan Stanley Experience February 2005 - December 2008
Job Account Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2011 - Present
Hill Holliday December 2007 - November 2011
Morgan Stanley February 2005 - December 2008
Dalton Sim Management June 2000 - December 2003
Anderson & Kreiger, LLP 2002 - 2003
Skills
Strategy, Integrated Marketing, Digital Strategy, Advertising, Interactive Marketing, Direct Marketing, Email Marketing, Digital Marketing, Mobile Marketing
Education
Boston College 2001 — 2003
B.A., English Major, Honors Program
Middlebury College 2000 — 2001
N/A, English
Goethe Institute, Goettingen 1999 — 2000
Certificate of Proficiency, German Language
Fidelity Investments November 2011 - Present
Hill Holliday December 2007 - November 2011
Morgan Stanley February 2005 - December 2008
Dalton Sim Management June 2000 - December 2003
Anderson & Kreiger, LLP 2002 - 2003
Skills
Strategy, Integrated Marketing, Digital Strategy, Advertising, Interactive Marketing, Direct Marketing, Email Marketing, Digital Marketing, Mobile Marketing
Education
Boston College 2001 — 2003
B.A., English Major, Honors Program
Middlebury College 2000 — 2001
N/A, English
Goethe Institute, Goettingen 1999 — 2000
Certificate of Proficiency, German Language
Sofia Flynn, CFP®'s Morgan Stanley Experience April 2007 - Present
Job CG Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Citigroup September 2005 - April 2007
Education
Boston College 2001 — 2005
BA, Communications
Gulliver Preparatory 1997 — 2001
Morgan Stanley April 2007 - Present
Citigroup September 2005 - April 2007
Education
Boston College 2001 — 2005
BA, Communications
Gulliver Preparatory 1997 — 2001
Jon Schoen's Morgan Stanley Experience April 1993 - Present
Job Managing Director Equity Sales Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1993 - Present
Education
Boston College - Carroll School of Management 1983 — 1985
Mba, Finance
Boston College 1979 — 1983
Bs, Business
Morgan Stanley April 1993 - Present
Education
Boston College - Carroll School of Management 1983 — 1985
Mba, Finance
Boston College 1979 — 1983
Bs, Business
Joseph Clancy's Morgan Stanley Experience June 2013 - July 2015
Job Associate at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Facebook May 2011 - August 2011
Education
Boston College 2009 — 2013
BS, Biology and Economics
Sacred Heart Prep 2005 — 2009
High School
TPG Capital August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Facebook May 2011 - August 2011
Education
Boston College 2009 — 2013
BS, Biology and Economics
Sacred Heart Prep 2005 — 2009
High School
Christopher Thom's Morgan Stanley Experience October 1997 - June 2001
Job Vice President at Topeka Capital Markets, Inc
Industry Capital Markets
Experience
Topeka Capital Markets, Inc August 2012 - Present
Auriga USA, LLC March 2012 - August 2012
Cohen & Company Capital Markets, LLC February 2011 - February 2012
CapStone Investments January 2010 - February 2011
Blue Hill Capital, LLC May 2008 - November 2009
American Equity Mortgage January 2002 - May 2008
Morgan Stanley October 1997 - June 2001
Skills
Portfolio Management, Equities, Asset Allocation, Loans, Corporate Finance, Series 7, Trading, Investments, Capital Markets, Banking, Hedge Funds
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Finance, General
Marquette University High School 1989 — 1993
Topeka Capital Markets, Inc August 2012 - Present
Auriga USA, LLC March 2012 - August 2012
Cohen & Company Capital Markets, LLC February 2011 - February 2012
CapStone Investments January 2010 - February 2011
Blue Hill Capital, LLC May 2008 - November 2009
American Equity Mortgage January 2002 - May 2008
Morgan Stanley October 1997 - June 2001
Skills
Portfolio Management, Equities, Asset Allocation, Loans, Corporate Finance, Series 7, Trading, Investments, Capital Markets, Banking, Hedge Funds
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Finance, General
Marquette University High School 1989 — 1993
Carl Forsberg's Morgan Stanley Experience March 2011 - September 2013
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Morgan Stanley March 2011 - September 2013
Morgan Stanley June 2009 - March 2011
Morgan Stanley July 2006 - June 2009
Skills
Risk Management, Fixed Income, Commodities, Infrastructure Projects, Operational Risk Control, Strategy, Trading, Commodity, Management, Finance, Infrastructure, Financial Modeling, Capital Markets
Education
Cass Business School 2013 — 2014
Master's Degree, Energy, Trade, and Finance
Boston College 2002 — 2006
BS, Management
Deutsche Bank November 2014 - Present
Morgan Stanley March 2011 - September 2013
Morgan Stanley June 2009 - March 2011
Morgan Stanley July 2006 - June 2009
Skills
Risk Management, Fixed Income, Commodities, Infrastructure Projects, Operational Risk Control, Strategy, Trading, Commodity, Management, Finance, Infrastructure, Financial Modeling, Capital Markets
Education
Cass Business School 2013 — 2014
Master's Degree, Energy, Trade, and Finance
Boston College 2002 — 2006
BS, Management
Karen McLean's Morgan Stanley Experience 2000 - 2007
Job Senior Vice President, eCommerce
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Thomson Financial January 2007 - October 2007
Morgan Stanley 2000 - 2007
Digitas 2000 - 2000
Boston.com 1999 - 2000
Education
Boston College
BA
Indiana University - Kelley School of Business
MBA
Merrill Lynch October 2007 - Present
Thomson Financial January 2007 - October 2007
Morgan Stanley 2000 - 2007
Digitas 2000 - 2000
Boston.com 1999 - 2000
Education
Boston College
BA
Indiana University - Kelley School of Business
MBA
Brendan Burke's Morgan Stanley Experience January 2011 - January 2013
Job Operations Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2015 - Present
Powerhouse TL February 2013 - March 2015
Morgan Stanley January 2011 - January 2013
First Republic Securities Co., LLC June 2008 - October 2010
Fimat Preferred, LLC/Fimat USA, LLC July 2005 - December 2007
PreferredTrade, Inc. June 1998 - July 2005
LPL Financial May 1992 - May 1998
Education
Boston College 1991 — 1995
Bachelor's degree, Finance, General
O'Connell
UBS Financial Services Inc. March 2015 - Present
Powerhouse TL February 2013 - March 2015
Morgan Stanley January 2011 - January 2013
First Republic Securities Co., LLC June 2008 - October 2010
Fimat Preferred, LLC/Fimat USA, LLC July 2005 - December 2007
PreferredTrade, Inc. June 1998 - July 2005
LPL Financial May 1992 - May 1998
Education
Boston College 1991 — 1995
Bachelor's degree, Finance, General
O'Connell
Angela Lu's Morgan Stanley Experience March 2013 - March 2013
Job Marketing Associate at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint July 2015 - Present
Boston College April 2012 - December 2014
Makovsky June 2014 - August 2014
Doing Art Together June 2014 - August 2014
Doostang May 2013 - November 2013
Morgan Stanley March 2013 - March 2013
KS Funding, LLC. May 2012 - August 2012
Sylvan Learning Centers March 2011 - May 2012
Aloha Mind Math May 2011 - August 2011
Skills
Microsoft Office, Social Media, Photoshop, Adobe Acrobat, Google Analytics, Cision, Meltwater, LaTeX, PHP, Python, Java, HTML, CSS, Community Outreach, Editing, Social Networking, Event Planning, Public Speaking
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Bronx High School of Science 2007 — 2011
High School, 3.72
Vistaprint July 2015 - Present
Boston College April 2012 - December 2014
Makovsky June 2014 - August 2014
Doing Art Together June 2014 - August 2014
Doostang May 2013 - November 2013
Morgan Stanley March 2013 - March 2013
KS Funding, LLC. May 2012 - August 2012
Sylvan Learning Centers March 2011 - May 2012
Aloha Mind Math May 2011 - August 2011
Skills
Microsoft Office, Social Media, Photoshop, Adobe Acrobat, Google Analytics, Cision, Meltwater, LaTeX, PHP, Python, Java, HTML, CSS, Community Outreach, Editing, Social Networking, Event Planning, Public Speaking
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Bronx High School of Science 2007 — 2011
High School, 3.72
Alex Snickenberger's Morgan Stanley Experience January 2010 - Present
Job Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Wellington Management July 2008 - January 2010
Wellington Management June 2007 - August 2007
Skills
Bloomberg, Equities, Series 7, Securities, Equity Valuation, Valuation, Equity Trading, Electronic Trading, Trading, Trading Systems, Series 63
Education
Boston College 2004 — 2008
Morgan Stanley January 2010 - Present
Wellington Management July 2008 - January 2010
Wellington Management June 2007 - August 2007
Skills
Bloomberg, Equities, Series 7, Securities, Equity Valuation, Valuation, Equity Trading, Electronic Trading, Trading, Trading Systems, Series 63
Education
Boston College 2004 — 2008
Natalie Dale's Morgan Stanley Experience 2008 - 2008
Job MBA Candidate at Harvard Business School
Industry Entertainment
Experience
Harvard Business School August 2015 - Present
Univision Communications Inc. June 2013 - June 2015
Citi September 2012 - June 2013
Citi 2011 - 2012
Citi 2010 - 2011
Citi 2009 - 2010
Morgan Stanley 2008 - 2008
IBM 2007 - 2007
American Express 2006 - 2006
Skills
Financial Analysis, Financial Statement..., Financial Modeling, Strategic Partnerships, Business Development, Project Management, Credit Analysis, High Yield, Options, Derivatives, Strategy
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College
Bachelor's Degree, Accounting
Universidad de Sevilla
Study Abroad
St. Thomas Aquinas High School
Harvard Business School August 2015 - Present
Univision Communications Inc. June 2013 - June 2015
Citi September 2012 - June 2013
Citi 2011 - 2012
Citi 2010 - 2011
Citi 2009 - 2010
Morgan Stanley 2008 - 2008
IBM 2007 - 2007
American Express 2006 - 2006
Skills
Financial Analysis, Financial Statement..., Financial Modeling, Strategic Partnerships, Business Development, Project Management, Credit Analysis, High Yield, Options, Derivatives, Strategy
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College
Bachelor's Degree, Accounting
Universidad de Sevilla
Study Abroad
St. Thomas Aquinas High School
Catherine Ziac's Morgan Stanley Experience June 2013 - August 2013
Job Global Markets Analyst at Nomura Securities
Industry Online Media
Experience
Nomura Securities July 2014 - Present
Union College September 2012 - June 2014
Union College September 2011 - June 2014
Morgan Stanley June 2013 - August 2013
AllianceBernstein June 2012 - May 2013
Super Suds Laundromat June 2009 - December 2012
Ellis Medicine June 2010 - August 2011
RuffaloCODY January 2011 - May 2011
Skills
Blogging, Facebook, Social Media, Research, Statistics, Microsoft Office, Public Speaking, Microsoft Excel, Social Media Marketing, Editing, Data Analysis, PowerPoint, Statistical Data..., WordPress
Education
Union College 2011 — 2014
Bachelor of Arts (BA), Economics, Minor in Russian, Salutatorian, Summa Cum Laude, GPA: 3.988
Boston College 2010 — 2011
Bachelor of Science (BS), College of Arts and Sciences Honors Program Scholar, Mathematics, 3.968
Nomura Securities July 2014 - Present
Union College September 2012 - June 2014
Union College September 2011 - June 2014
Morgan Stanley June 2013 - August 2013
AllianceBernstein June 2012 - May 2013
Super Suds Laundromat June 2009 - December 2012
Ellis Medicine June 2010 - August 2011
RuffaloCODY January 2011 - May 2011
Skills
Blogging, Facebook, Social Media, Research, Statistics, Microsoft Office, Public Speaking, Microsoft Excel, Social Media Marketing, Editing, Data Analysis, PowerPoint, Statistical Data..., WordPress
Education
Union College 2011 — 2014
Bachelor of Arts (BA), Economics, Minor in Russian, Salutatorian, Summa Cum Laude, GPA: 3.988
Boston College 2010 — 2011
Bachelor of Science (BS), College of Arts and Sciences Honors Program Scholar, Mathematics, 3.968
André (Andy) Gelinas André (Andy) Gelinas's Morgan Stanley Experience October 2014 - Present
Job Legal Counsel, Financial Services Regulation and Financial Crimes
Industry Legal Services
Experience
Morgan Stanley October 2014 - Present
Qatar Financial Centre Regulatory Authority July 2010 - July 2014
US Securities and Exchange Commission October 2008 - June 2010
Lehman Brothers September 2004 - September 2008
Schulte Roth & Zabel LLP July 2002 - September 2004
US Securities and Exchange Commission October 2000 - July 2002
Fidelity Investments 1999 - 2000
Tung Tai Asset Management Ltd. 1994 - 1994
Skills
Corporate Governance, Securities Regulation, AML, Economic Sanctions, Financial Regulation, Banking, Internal Investigations, Legal Research, Financial Services, Legal Writing, Financial Services..., Regulatory Affairs, OFAC, Securities, Investment Banking, Hedge Funds, Investments, Due Diligence, Finance, Anti Money Laundering, Asset Management, Corporate Law
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate (J.D.), Focus on corporate law and financial services and regulation
Boston College 1993 — 1997
B.A., Literature; Western culture
Cushing Academy 1989 — 1993
Diploma
Morgan Stanley October 2014 - Present
Qatar Financial Centre Regulatory Authority July 2010 - July 2014
US Securities and Exchange Commission October 2008 - June 2010
Lehman Brothers September 2004 - September 2008
Schulte Roth & Zabel LLP July 2002 - September 2004
US Securities and Exchange Commission October 2000 - July 2002
Fidelity Investments 1999 - 2000
Tung Tai Asset Management Ltd. 1994 - 1994
Skills
Corporate Governance, Securities Regulation, AML, Economic Sanctions, Financial Regulation, Banking, Internal Investigations, Legal Research, Financial Services, Legal Writing, Financial Services..., Regulatory Affairs, OFAC, Securities, Investment Banking, Hedge Funds, Investments, Due Diligence, Finance, Anti Money Laundering, Asset Management, Corporate Law
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate (J.D.), Focus on corporate law and financial services and regulation
Boston College 1993 — 1997
B.A., Literature; Western culture
Cushing Academy 1989 — 1993
Diploma
Catherine McCool's Morgan Stanley Experience May 2007 - August 2007
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Barclays Wealth February 2008 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Private Banking, Asset Management, Series 7, Series 63
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
New Canaan High School 2001 — 2005
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Barclays Wealth February 2008 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Private Banking, Asset Management, Series 7, Series 63
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
New Canaan High School 2001 — 2005
John Straus's Morgan Stanley Experience 1987 - 2000
Job Chairman and Chief Executive Officer at FallLine Securities
Industry Financial Services
Experience
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
Katya Reeves's Morgan Stanley Experience June 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley June 2014 - Present
Boston College September 2010 - May 2014
Boston College September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Nixon Peabody June 2012 - November 2012
MSPCC Kid's Day October 2011 - May 2012
Juarez Competitiva June 2011 - August 2011
Skills
Constant Contact, Facebook, Social Media, PowerPoint, Tumblr, Research, Microsoft Office, Spanish, Social Networking, Online Research, Event Management, Outlook, Data Entry, Document Management, Microsoft Excel, Twitter, Marketing, Social Media Marketing
Education
Boston College 2010 — 2014
Bachelor of Science, Marketing and Management, Senior
Institute for American Universities 2013 — 2013
Study Abroad Exchange Program, International Business/French
Morgan Stanley June 2014 - Present
Boston College September 2010 - May 2014
Boston College September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Nixon Peabody June 2012 - November 2012
MSPCC Kid's Day October 2011 - May 2012
Juarez Competitiva June 2011 - August 2011
Skills
Constant Contact, Facebook, Social Media, PowerPoint, Tumblr, Research, Microsoft Office, Spanish, Social Networking, Online Research, Event Management, Outlook, Data Entry, Document Management, Microsoft Excel, Twitter, Marketing, Social Media Marketing
Education
Boston College 2010 — 2014
Bachelor of Science, Marketing and Management, Senior
Institute for American Universities 2013 — 2013
Study Abroad Exchange Program, International Business/French
Esteban Munera's Morgan Stanley Experience January 2015 - August 2015
Job J.D. Candidate at the Boston College Law School
Industry Law Practice
Experience
Morgan Stanley January 2015 - August 2015
Hughes Hubbard & Reed LLP June 2012 - August 2014
FitzGerald & Company, LLC January 2012 - May 2012
Boston College October 2008 - May 2012
One Laptop Per Child June 2011 - August 2011
Parmalat Centroamérica S.A. June 2010 - August 2010
Skills
Spanish, Stata, PowerPoint, Microsoft Excel, Microsoft Word, PACER, Westlaw
Education
Boston College Law School 2015 — 2018
Doctor of Law (J.D.)
Boston College 2008 — 2012
Bachelor of Arts (BA), Economics
Universidad Pontificia Comillas
Economics
Morgan Stanley January 2015 - August 2015
Hughes Hubbard & Reed LLP June 2012 - August 2014
FitzGerald & Company, LLC January 2012 - May 2012
Boston College October 2008 - May 2012
One Laptop Per Child June 2011 - August 2011
Parmalat Centroamérica S.A. June 2010 - August 2010
Skills
Spanish, Stata, PowerPoint, Microsoft Excel, Microsoft Word, PACER, Westlaw
Education
Boston College Law School 2015 — 2018
Doctor of Law (J.D.)
Boston College 2008 — 2012
Bachelor of Arts (BA), Economics
Universidad Pontificia Comillas
Economics
Daiva Siliunas Daiva Siliunas's Morgan Stanley Experience June 2013 - August 2013
Job Graduate Student at Northwestern University
Industry International Trade and Development
Experience
Boston College Recreational Services August 2014 - May 2015
Camp Dainava July 2008 - August 2014
Morgan Stanley June 2013 - August 2013
Educational Development Group, Inc. September 2012 - May 2013
Skills
Matlab, Stata, Morningstar Advisor..., Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Mindjet Mindmanager, Fluent Lithuanian..., Proficient Spanish...
Education
Northwestern University 2015 — 2016
Master’s Degree, Master of Science in Secondary Education
Boston College 2011 — 2015
Bachelor’s Degree, Economics, Minor in International Studies, Magnum Cum Laude
Universidad Carlos III de Madrid 2013 — 2014
Economics, Spanish, Fine Arts
Benet Academy 2007 — 2011
High School Diploma
Boston College Recreational Services August 2014 - May 2015
Camp Dainava July 2008 - August 2014
Morgan Stanley June 2013 - August 2013
Educational Development Group, Inc. September 2012 - May 2013
Skills
Matlab, Stata, Morningstar Advisor..., Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Mindjet Mindmanager, Fluent Lithuanian..., Proficient Spanish...
Education
Northwestern University 2015 — 2016
Master’s Degree, Master of Science in Secondary Education
Boston College 2011 — 2015
Bachelor’s Degree, Economics, Minor in International Studies, Magnum Cum Laude
Universidad Carlos III de Madrid 2013 — 2014
Economics, Spanish, Fine Arts
Benet Academy 2007 — 2011
High School Diploma
Brendan J. Brady's Morgan Stanley Experience January 2015 - March 2015
Job Senior Consultant, Ernst & Young
Industry Financial Services
Experience
EY March 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley January 2008 - December 2014
Morgan Stanley December 2005 - December 2007
Skills
Equities, Series 7, Loans, Fixed Income, Portfolio Management, Capital Markets, Investments, Securities, Series 63, Wealth Management, Bloomberg, Financial Modeling, Derivatives, Financial Services, Risk Management, Credit, Credit Risk, Private Banking, Options, Financial Analysis, Mutual Funds, Banking
Education
Boston College 1998 — 2002
Bachelor, Carroll School of Management
St. Mary's High School, Manhasset, NY 1994 — 1998
EY March 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley January 2008 - December 2014
Morgan Stanley December 2005 - December 2007
Skills
Equities, Series 7, Loans, Fixed Income, Portfolio Management, Capital Markets, Investments, Securities, Series 63, Wealth Management, Bloomberg, Financial Modeling, Derivatives, Financial Services, Risk Management, Credit, Credit Risk, Private Banking, Options, Financial Analysis, Mutual Funds, Banking
Education
Boston College 1998 — 2002
Bachelor, Carroll School of Management
St. Mary's High School, Manhasset, NY 1994 — 1998
Ivan Alo's Morgan Stanley Experience June 2009 - August 2009
Job Analyst, Global Real Estate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Chesterfield Faring, Ltd. January 2013 - June 2013
Boston College Undergraduate Admission Office September 2009 - April 2012
John Hancock Investment Management Services September 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Boston College Undergraduate Admission Office June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Analysis, Investments, Entrepreneurship, Management, Due Diligence, Commercial Real Estate, Creative Real Estate..., Real Estate Investor, Mutual Funds
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General
Carroll School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance
Venice International University
TIAA-CREF August 2013 - Present
Chesterfield Faring, Ltd. January 2013 - June 2013
Boston College Undergraduate Admission Office September 2009 - April 2012
John Hancock Investment Management Services September 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Boston College Undergraduate Admission Office June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Analysis, Investments, Entrepreneurship, Management, Due Diligence, Commercial Real Estate, Creative Real Estate..., Real Estate Investor, Mutual Funds
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General
Carroll School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance
Venice International University
Nicole D. St Jean, MBA's Morgan Stanley Experience May 2006 - August 2006
Job Personalized Healthcare, Global Product & Portfolio Strategy
Industry Pharmaceuticals
Experience
AstraZeneca September 2014 - Present
AstraZeneca January 2013 - September 2014
AstraZeneca January 2010 - December 2012
AstraZeneca June 2008 - January 2010
RDW Group May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Pharmaceutical Industry, Global Alliance..., Healthcare, Life Science Industry, Personalized Medicine, Project Management, Biopharmaceuticals, Business Development, Strategic Partnerships, Cross-functional Team..., Pharmaceutical Sales, Training, Commercialization, New Business Development, Market Research, Clinical Development, Lifesciences, Biotechnology, Oncology, Life Sciences, Marketing, Strategy
Education
Boston College
Master of Business Administration (MBA)
University of Rhode Island
Bachelor of Science (B.Sc.), Bachelor of Arts (B.A.)
xCoventry High School
National Honor Society
AstraZeneca September 2014 - Present
AstraZeneca January 2013 - September 2014
AstraZeneca January 2010 - December 2012
AstraZeneca June 2008 - January 2010
RDW Group May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Pharmaceutical Industry, Global Alliance..., Healthcare, Life Science Industry, Personalized Medicine, Project Management, Biopharmaceuticals, Business Development, Strategic Partnerships, Cross-functional Team..., Pharmaceutical Sales, Training, Commercialization, New Business Development, Market Research, Clinical Development, Lifesciences, Biotechnology, Oncology, Life Sciences, Marketing, Strategy
Education
Boston College
Master of Business Administration (MBA)
University of Rhode Island
Bachelor of Science (B.Sc.), Bachelor of Arts (B.A.)
xCoventry High School
National Honor Society
Christopher Chersi's Morgan Stanley Experience June 2014 - August 2014
Job Business Development Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
Morgan Stanley June 2014 - August 2014
Fidelity Investments May 2012 - August 2012
Skills
Enterprise Software, Hardware, Leadership, Teamwork, Critical Thinking, Account Management, Public Speaking, Microsoft Excel, Acme Packet Product, Oracle Applications, B2B software, Social Networking, Social Media, Microsoft Word, Session Border...
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
John Cabot University 2013 — 2013
Economics, International Economics
Ridgewood High School 2007 — 2011
Oracle July 2015 - Present
Morgan Stanley June 2014 - August 2014
Fidelity Investments May 2012 - August 2012
Skills
Enterprise Software, Hardware, Leadership, Teamwork, Critical Thinking, Account Management, Public Speaking, Microsoft Excel, Acme Packet Product, Oracle Applications, B2B software, Social Networking, Social Media, Microsoft Word, Session Border...
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
John Cabot University 2013 — 2013
Economics, International Economics
Ridgewood High School 2007 — 2011
Helen Van Ness's Morgan Stanley Experience 2007 - 2013
Job Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2015 - Present
Interactive Data 2014 - February 2015
Morgan Stanley 2007 - 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1999 - 2004
Education
Boston College
Bachelor of Science (BS), Accounting
Alvarez & Marsal March 2015 - Present
Interactive Data 2014 - February 2015
Morgan Stanley 2007 - 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1999 - 2004
Education
Boston College
Bachelor of Science (BS), Accounting
Mark Trowbridge Mark Trowbridge's Morgan Stanley Experience 1999 - 2001
Job Equity Research Sales
Industry Financial Services
Experience
ITG August 2005 - Present
The Macklin Group 2004 - 2005
Kluge Estate Winery and Vineyard June 2002 - April 2003
Morgan Stanley Technology Group January 1999 - June 2001
Morgan Stanley 1999 - 2001
Skills
Equities, Hedge Funds, Equity Research, Investments, Mutual Funds, Market Research, Start-ups
Education
Boston College 1993 — 1997
Bachelors of Arts
Choate Rosemary Hall 1992 — 1993
High School - Post Graduate year
ITG August 2005 - Present
The Macklin Group 2004 - 2005
Kluge Estate Winery and Vineyard June 2002 - April 2003
Morgan Stanley Technology Group January 1999 - June 2001
Morgan Stanley 1999 - 2001
Skills
Equities, Hedge Funds, Equity Research, Investments, Mutual Funds, Market Research, Start-ups
Education
Boston College 1993 — 1997
Bachelors of Arts
Choate Rosemary Hall 1992 — 1993
High School - Post Graduate year
John Baratta John Baratta's Morgan Stanley Experience April 2014 - Present
Job Associate Vice President at Morgan Stanley
Industry Sports
Experience
Morgan Stanley April 2014 - Present
Merrill Lynch January 2006 - March 2014
NDB May 1987 - June 2002
Education
New York Law School 1989 — 1993
Doctor of Law (JD)
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley April 2014 - Present
Merrill Lynch January 2006 - March 2014
NDB May 1987 - June 2002
Education
New York Law School 1989 — 1993
Doctor of Law (JD)
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
David Godvin's Morgan Stanley Experience 2011 - 2014
Job IG Credit Sales at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2014 - Present
Morgan Stanley 2011 - 2014
Education
Boston College 2007 — 2011
Bachelor's Degree, History
Goldman Sachs 2014 - Present
Morgan Stanley 2011 - 2014
Education
Boston College 2007 — 2011
Bachelor's Degree, History
Christina Reiman Christina Reiman's Morgan Stanley Experience June 2015 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Deloitte June 2014 - August 2014
Boston College August 2013 - November 2013
Morgan Stanley June 2012 - August 2013
Boston College TechTrek West January 2013 - May 2013
Boston College September 2011 - May 2012
Skills
Time Management, Teamwork, Facebook, PowerPoint, Public Speaking, Italian, Accounting, ADP ReportSmith, Microsoft Excel, Research, Market Research, Microsoft Word, PeopleSoft, Payroll, Data Analysis, Financial Analysis, Financial Statement..., Social Media, Blogging
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, 3.99
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
John Cabot University 2014 — 2014
General Studies, 4.00
Scotch Plains- Fanwood High School 2007 — 2011
Morgan Stanley June 2015 - Present
Deloitte June 2014 - August 2014
Boston College August 2013 - November 2013
Morgan Stanley June 2012 - August 2013
Boston College TechTrek West January 2013 - May 2013
Boston College September 2011 - May 2012
Skills
Time Management, Teamwork, Facebook, PowerPoint, Public Speaking, Italian, Accounting, ADP ReportSmith, Microsoft Excel, Research, Market Research, Microsoft Word, PeopleSoft, Payroll, Data Analysis, Financial Analysis, Financial Statement..., Social Media, Blogging
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, 3.99
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
John Cabot University 2014 — 2014
General Studies, 4.00
Scotch Plains- Fanwood High School 2007 — 2011
Corinne Badach's Morgan Stanley Experience January 2006 - April 2006
Job Operations Manager at Serengeti Asset Management
Industry Financial Services
Experience
Serengeti Asset Management April 2014 - Present
Kingdon Capital December 2007 - April 2014
Lehman Brothers April 2006 - December 2007
Morgan Stanley January 2006 - April 2006
Morgan Stanley June 2003 - January 2006
Skills
Prime Brokerage, Trading, Equities, Bloomberg, Options, Asset Management, Series 7, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Investments
Education
Boston College 2000 — 2003
BS, Finance, International Studies for Mgmt
Lacey Twp. High School 1996 — 1999
Serengeti Asset Management April 2014 - Present
Kingdon Capital December 2007 - April 2014
Lehman Brothers April 2006 - December 2007
Morgan Stanley January 2006 - April 2006
Morgan Stanley June 2003 - January 2006
Skills
Prime Brokerage, Trading, Equities, Bloomberg, Options, Asset Management, Series 7, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Investments
Education
Boston College 2000 — 2003
BS, Finance, International Studies for Mgmt
Lacey Twp. High School 1996 — 1999
Alexander McMillan's Morgan Stanley Experience 1997 - 2000
Job CCO at Providence Equity Capital Markets
Industry Investment Management
Experience
Providence Equity Capital Markets September 2012 - Present
Loeb Capital Management August 2008 - September 2012
JP Morgan Chase 2007 - 2008
Citi Group 2005 - 2007
FINRA 2003 - 2005
Morgan Stanley 1997 - 2000
Skills
Investments, Hedge Funds, Fixed Income, Asset Management, Investment Banking, AML, Bloomberg, Equities, Securities, Strategic Planning, Capital Markets, Private Equity, Mergers & Acquisitions, Alternative Investments, Derivatives, Trading, Mutual Funds
Education
Fordham University School of Law 2002 — 2005
JD
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance / Accounting
Boston College 1993 — 1997
BA, Communications
Providence Equity Capital Markets September 2012 - Present
Loeb Capital Management August 2008 - September 2012
JP Morgan Chase 2007 - 2008
Citi Group 2005 - 2007
FINRA 2003 - 2005
Morgan Stanley 1997 - 2000
Skills
Investments, Hedge Funds, Fixed Income, Asset Management, Investment Banking, AML, Bloomberg, Equities, Securities, Strategic Planning, Capital Markets, Private Equity, Mergers & Acquisitions, Alternative Investments, Derivatives, Trading, Mutual Funds
Education
Fordham University School of Law 2002 — 2005
JD
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance / Accounting
Boston College 1993 — 1997
BA, Communications
Brandon Twichell Brandon Twichell's Morgan Stanley Experience December 2006 - June 2007
Job Experienced Manager Specializing in Sports/Recreation
Industry Sports
Experience
Twin Creeks Country Club April 2009 - January 2011
The University of Texas January 2008 - May 2009
Onondaga Golf and Country Club Pool May 2002 - August 2008
Morgan Stanley December 2006 - June 2007
City of New York, District Attorney's Office for Manhattan October 2005 - June 2006
Education
The University of Texas at Austin 2007 — 2009
Master of Education, Department of Kinesiology and Health Education, Sport Management
Boston College 2001 — 2005
Bachelor of Arts, Double major in Political Science and Communications
Twin Creeks Country Club April 2009 - January 2011
The University of Texas January 2008 - May 2009
Onondaga Golf and Country Club Pool May 2002 - August 2008
Morgan Stanley December 2006 - June 2007
City of New York, District Attorney's Office for Manhattan October 2005 - June 2006
Education
The University of Texas at Austin 2007 — 2009
Master of Education, Department of Kinesiology and Health Education, Sport Management
Boston College 2001 — 2005
Bachelor of Arts, Double major in Political Science and Communications
Joseph Marrocco's Morgan Stanley Experience 2002 - 2006
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc 2010 - Present
Wells Fargo Advisors 2006 - 2010
Morgan Stanley 2002 - 2006
Smith Barney 1996 - 2002
Education
Boston College 1981 — 1985
Bachelors, Economics
Hingham High School 1979 — 1981
UBS Financial Services Inc 2010 - Present
Wells Fargo Advisors 2006 - 2010
Morgan Stanley 2002 - 2006
Smith Barney 1996 - 2002
Education
Boston College 1981 — 1985
Bachelors, Economics
Hingham High School 1979 — 1981
Benjamin Silbert's Morgan Stanley Experience June 2011 - July 2013
Job Senior Associate at Calera Capital
Industry Venture Capital & Private Equity
Experience
Calera Capital July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Madison Parker Capital March 2009 - December 2009
Education
Boston College 2007 — 2011
BS, Finance, Accounting
King's College London 2009 — 2009
Study Abroad
Calera Capital July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Madison Parker Capital March 2009 - December 2009
Education
Boston College 2007 — 2011
BS, Finance, Accounting
King's College London 2009 — 2009
Study Abroad
Andrew C. Lee's Morgan Stanley Experience June 2015 - August 2015
Job Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Green Mountain Coffee Roasters January 2015 - May 2015
Partas Enterprise, Training, and Consulting June 2014 - August 2014
Skills
Microsoft Excel, Economics, Research, Stata, Economic Statistics, Econometrics, Monetary Policy
Education
Boston College 2012 — 2016
Bachelor's Degree, Economics, 2016
The Bishop's School 2008 — 2012
High School
Morgan Stanley June 2015 - August 2015
Green Mountain Coffee Roasters January 2015 - May 2015
Partas Enterprise, Training, and Consulting June 2014 - August 2014
Skills
Microsoft Excel, Economics, Research, Stata, Economic Statistics, Econometrics, Monetary Policy
Education
Boston College 2012 — 2016
Bachelor's Degree, Economics, 2016
The Bishop's School 2008 — 2012
High School
Ivan Zyla, CFA Ivan Zyla, CFA's Morgan Stanley Experience April 2004 - August 2006
Job Director, Power Origination at Emera Energy
Industry Renewables & Environment
Experience
Emera Energy May 2013 - Present
First Wind October 2009 - April 2013
Citigroup Global Commodities October 2006 - September 2009
Morgan Stanley April 2004 - August 2006
Skills
Energy, Renewable Energy, Commodities, Origination, Hedging, Structuring, Financial Modeling, Commodity, Financial Structuring, Electricity Markets, Private Equity, Valuation, Derivatives, Structured Finance, Trading, Due Diligence, Equities, Corporate Finance
Education
Boston College 2013 — 2015
Master of Science (M.S.), Finance, General
Carnegie Mellon University 1998 — 2002
Bachelor of Science, Economics
Emera Energy May 2013 - Present
First Wind October 2009 - April 2013
Citigroup Global Commodities October 2006 - September 2009
Morgan Stanley April 2004 - August 2006
Skills
Energy, Renewable Energy, Commodities, Origination, Hedging, Structuring, Financial Modeling, Commodity, Financial Structuring, Electricity Markets, Private Equity, Valuation, Derivatives, Structured Finance, Trading, Due Diligence, Equities, Corporate Finance
Education
Boston College 2013 — 2015
Master of Science (M.S.), Finance, General
Carnegie Mellon University 1998 — 2002
Bachelor of Science, Economics
Stephen Puckowitz, CFA Stephen Puckowitz, CFA's Morgan Stanley Experience 2004 - 2006
Job
Industry Investment Management
Experience
Stifel Financial Corp. 2011 - Present
Admiral Capital 2006 - 2011
Morgan Stanley 2004 - 2006
CIBC World Markets 1997 - 2004
Skills
Restructuring, Portfolio Management, Credit, High Yield, Capital Structure, Credit Derivatives, Special Situations, Hedge Funds, Bankruptcy, Investment Banking, Debt Restructuring, Equities, Financial Modeling, Fixed Income, Alternative Investments, Trading, Risk Management, Investments, Capital Markets, Derivatives, Valuation, Options, Bonds, Mergers & Acquisitions, Hedging, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston College
AB, cum laude, Political Science
Stifel Financial Corp. 2011 - Present
Admiral Capital 2006 - 2011
Morgan Stanley 2004 - 2006
CIBC World Markets 1997 - 2004
Skills
Restructuring, Portfolio Management, Credit, High Yield, Capital Structure, Credit Derivatives, Special Situations, Hedge Funds, Bankruptcy, Investment Banking, Debt Restructuring, Equities, Financial Modeling, Fixed Income, Alternative Investments, Trading, Risk Management, Investments, Capital Markets, Derivatives, Valuation, Options, Bonds, Mergers & Acquisitions, Hedging, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston College
AB, cum laude, Political Science
Hannah Kanstroom Hannah Kanstroom's Morgan Stanley Experience September 2013 - May 2014
Job Officer, Philanthropic Solutions at Bank of America
Industry Philanthropy
Experience
Bank of America August 2015 - Present
Bank of America July 2014 - Present
Boston Women's Fund January 2014 - May 2014
Morgan Stanley September 2013 - May 2014
Morgan Stanley Community Affairs May 2013 - September 2013
Coney Island Prep September 2012 - May 2013
appssavvy June 2010 - August 2012
St Elizabeth's Comprehensive Addiction Program (SECAP) January 2010 - May 2010
The Campus School September 2008 - May 2010
Center for Human Rights and International Justice March 2009 - May 2009
Skills
Social Media, Salesforce.com, Account Management, Social Media Marketing, Fundraising, Strategy, Event Planning, Strategic Partnerships, Microsoft Excel, PowerPoint, Management, Spanish, Publishing, Program Management, Advertising, Teaching, Research, Consulting, Strategic Planning, Facebook
Education
Columbia University in the City of New York 2012 — 2014
Master of Social Work (MSW), Social Enterprise Administration/ CSR
Boston College 2006 — 2010
BA, Psychology
New York University
Tisch School Dance Program
Bank of America August 2015 - Present
Bank of America July 2014 - Present
Boston Women's Fund January 2014 - May 2014
Morgan Stanley September 2013 - May 2014
Morgan Stanley Community Affairs May 2013 - September 2013
Coney Island Prep September 2012 - May 2013
appssavvy June 2010 - August 2012
St Elizabeth's Comprehensive Addiction Program (SECAP) January 2010 - May 2010
The Campus School September 2008 - May 2010
Center for Human Rights and International Justice March 2009 - May 2009
Skills
Social Media, Salesforce.com, Account Management, Social Media Marketing, Fundraising, Strategy, Event Planning, Strategic Partnerships, Microsoft Excel, PowerPoint, Management, Spanish, Publishing, Program Management, Advertising, Teaching, Research, Consulting, Strategic Planning, Facebook
Education
Columbia University in the City of New York 2012 — 2014
Master of Social Work (MSW), Social Enterprise Administration/ CSR
Boston College 2006 — 2010
BA, Psychology
New York University
Tisch School Dance Program
Kellen MacDonald's Morgan Stanley Experience September 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Skills
Series 7, Strategic Planning, Data Analysis, Relationship Management, Microsoft Excel, Business Development, Client Service, Integrated Marketing, Economics, Social Networking
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Falmouth High School 2006 — 2010
Morgan Stanley September 2014 - Present
Skills
Series 7, Strategic Planning, Data Analysis, Relationship Management, Microsoft Excel, Business Development, Client Service, Integrated Marketing, Economics, Social Networking
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Falmouth High School 2006 — 2010
Julia Nary Julia Nary's Morgan Stanley Experience June 2011 - June 2012
Job Client Specialist at Arrowstreet Capital
Industry Financial Services
Experience
Arrowstreet Capital 2015 - Present
F-Squared Investments September 2013 - 2015
Wellesley Investment Advisors, Inc. June 2012 - September 2013
Morgan Stanley June 2011 - June 2012
Education
Boston College 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Universidad Complutense de Madrid 2009 — 2010
Economics
Newton South High School
Arrowstreet Capital 2015 - Present
F-Squared Investments September 2013 - 2015
Wellesley Investment Advisors, Inc. June 2012 - September 2013
Morgan Stanley June 2011 - June 2012
Education
Boston College 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Universidad Complutense de Madrid 2009 — 2010
Economics
Newton South High School
Ed Oledan's Morgan Stanley Experience June 2005 - May 2006
Job Financial and Technology Consultant at Self Employed
Industry Investment Management
Experience
Self Employed July 2012 - Present
IQPC March 2011 - June 2012
Opal Financial Group February 2010 - March 2011
Jose Z. Oledan & Sons Development Corporation January 2007 - December 2010
Bantay Programs January 2007 - July 2009
Ronald McDonald House at Stanford January 2006 - November 2007
ICON Capital Corp. October 2006 - January 2007
Morgan Stanley June 2005 - May 2006
Stanford Linear Accelerator Center / U.S. Department of Energy May 2004 - September 2004
Skills
Investments, Leadership, Market Research, Marketing Strategy, Business Strategy, Strategic Planning, Portfolio Management, Hedge Funds, Business Development, Market Analysis, Investment Management, Digital Marketing, Direct Marketing, Investment Advisory, Auditing, Consulting, Sales Management, Program Management, CRM, Private Equity, Public Speaking, Online Advertising, Consumer Insight, Consumer Marketing, Brand Development
Education
Boston College 2001 — 2005
B.S., Economics, Pre Law
Sacred Heart Preparatory 1987 — 2001
Self Employed July 2012 - Present
IQPC March 2011 - June 2012
Opal Financial Group February 2010 - March 2011
Jose Z. Oledan & Sons Development Corporation January 2007 - December 2010
Bantay Programs January 2007 - July 2009
Ronald McDonald House at Stanford January 2006 - November 2007
ICON Capital Corp. October 2006 - January 2007
Morgan Stanley June 2005 - May 2006
Stanford Linear Accelerator Center / U.S. Department of Energy May 2004 - September 2004
Skills
Investments, Leadership, Market Research, Marketing Strategy, Business Strategy, Strategic Planning, Portfolio Management, Hedge Funds, Business Development, Market Analysis, Investment Management, Digital Marketing, Direct Marketing, Investment Advisory, Auditing, Consulting, Sales Management, Program Management, CRM, Private Equity, Public Speaking, Online Advertising, Consumer Insight, Consumer Marketing, Brand Development
Education
Boston College 2001 — 2005
B.S., Economics, Pre Law
Sacred Heart Preparatory 1987 — 2001
Christopher Jobin's Morgan Stanley Experience 1998 - 2004
Job Math Teacher at Metropolitan High School
Industry Higher Education
Experience
Metropolitan High School September 2014 - Present
Thornton High School Mount Vernon New York September 2010 - December 2012
Morgan Stanley 1998 - 2004
Skills
Television, Management, Outsourcing, Film, Acting, Theatre, Strategic Partnerships, Comedy, Entertainment, Voice Over
Education
City University of New York-Herbert H. Lehman College 2010 — 2013
Master of Education (M.Ed.), Mathematics
Boston College 1987 — 1990
Bachelor of Arts (B.A.), Theater
Metropolitan High School September 2014 - Present
Thornton High School Mount Vernon New York September 2010 - December 2012
Morgan Stanley 1998 - 2004
Skills
Television, Management, Outsourcing, Film, Acting, Theatre, Strategic Partnerships, Comedy, Entertainment, Voice Over
Education
City University of New York-Herbert H. Lehman College 2010 — 2013
Master of Education (M.Ed.), Mathematics
Boston College 1987 — 1990
Bachelor of Arts (B.A.), Theater
Drew Brownell's Morgan Stanley Experience April 2006 - April 2008
Job FP&A Director at Conversion Partners, LLC
Industry Financial Services
Experience
Conversion Partners, LLC April 2009 - Present
Ormet Corporation May 2008 - December 2008
Morgan Stanley April 2006 - April 2008
Glencore, Ltd September 2004 - March 2006
The Wine Enthusiast 2000 - 2004
Skills
Valuation, Financial Modeling, Investments, Budgets, Private Equity, Corporate Finance, Financial Analysis, Derivatives, Due Diligence, Commodity, Capital Markets, Emerging Markets, Mergers, Business Strategy, Operations Management, Operational Planning, Start-ups, Business Planning, Accounting, Business Development, Commodity Markets, Entrepreneurship, Analytics, Risk Management, Hedging, Strategy, Hand Drafting, Hand Tools, Material Handling, Basketball
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Strategy, Corporate Finance
Boston College 2000 — 2004
BS, Finance, Marketing
Horace Greeley HS 1996 — 2000
Conversion Partners, LLC April 2009 - Present
Ormet Corporation May 2008 - December 2008
Morgan Stanley April 2006 - April 2008
Glencore, Ltd September 2004 - March 2006
The Wine Enthusiast 2000 - 2004
Skills
Valuation, Financial Modeling, Investments, Budgets, Private Equity, Corporate Finance, Financial Analysis, Derivatives, Due Diligence, Commodity, Capital Markets, Emerging Markets, Mergers, Business Strategy, Operations Management, Operational Planning, Start-ups, Business Planning, Accounting, Business Development, Commodity Markets, Entrepreneurship, Analytics, Risk Management, Hedging, Strategy, Hand Drafting, Hand Tools, Material Handling, Basketball
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Strategy, Corporate Finance
Boston College 2000 — 2004
BS, Finance, Marketing
Horace Greeley HS 1996 — 2000
Jeffrey Wells's Morgan Stanley Experience January 2010 - Present
Job Executive Director, Listed Derivatives Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley April 2008 - January 2010
Morgan Stanley July 2001 - April 2008
Skills
Prime Brokerage, Equities, Derivatives, Series 7, Alternative Investments, Hedge Funds, ETFs, Electronic Trading
Education
Boston College 1997 — 2001
Bachelor's degree, Finance, General
Morgan Stanley January 2010 - Present
Morgan Stanley April 2008 - January 2010
Morgan Stanley July 2001 - April 2008
Skills
Prime Brokerage, Equities, Derivatives, Series 7, Alternative Investments, Hedge Funds, ETFs, Electronic Trading
Education
Boston College 1997 — 2001
Bachelor's degree, Finance, General
Griffin Flynn's Morgan Stanley Experience December 2007 - September 2011
Job Business Manager at Acosta Sales & Marketing
Industry Consumer Goods
Experience
Acosta Sales & Marketing April 2015 - Present
Speidel October 2011 - April 2015
Morgan Stanley December 2007 - September 2011
Education
Boston College 1998 — 2002
BS, Finance
Portsmouth Abbey School 1994 — 1998
Acosta Sales & Marketing April 2015 - Present
Speidel October 2011 - April 2015
Morgan Stanley December 2007 - September 2011
Education
Boston College 1998 — 2002
BS, Finance
Portsmouth Abbey School 1994 — 1998
CJ Laugharn, CLU's Morgan Stanley Experience 2001 - 2004
Job Executive Benefit Plan Consultant
Industry Financial Services
Experience
The Rule Group, an Integro Company January 2008 - Present
Leisure Werden & Terry Agency 2004 - 2007
Morgan Stanley 2001 - 2004
Transamerica Insurance & Investment Group 2000 - 2001
Skills
Multi-generational..., Qualified Retirement..., COLI, Wealth Management, Wealth Accumulation, Permanent Life Insurance, Deferred Compensation, Employee Benefits, Executive Benefit..., Disability Insurance, Non-Qualified Deferred...
Education
Boston College 1995 — 1999
Loyola High School 1991 — 1995
The Rule Group, an Integro Company January 2008 - Present
Leisure Werden & Terry Agency 2004 - 2007
Morgan Stanley 2001 - 2004
Transamerica Insurance & Investment Group 2000 - 2001
Skills
Multi-generational..., Qualified Retirement..., COLI, Wealth Management, Wealth Accumulation, Permanent Life Insurance, Deferred Compensation, Employee Benefits, Executive Benefit..., Disability Insurance, Non-Qualified Deferred...
Education
Boston College 1995 — 1999
Loyola High School 1991 — 1995
Kiernan Pusey's Morgan Stanley Experience April 2005 - Present
Job Vice President
Industry Real Estate
Experience
Morgan Stanley April 2005 - Present
Dechert LLP February 2003 - April 2005
Education
Boston College 1994 — 1998
Morgan Stanley April 2005 - Present
Dechert LLP February 2003 - April 2005
Education
Boston College 1994 — 1998
David Lucchese's Morgan Stanley Experience February 2004 - June 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Morgan Stanley February 2004 - June 2008
Education
Boston College 1993 — 1997
Merrill Lynch June 2008 - Present
Morgan Stanley February 2004 - June 2008
Education
Boston College 1993 — 1997
Christopher T. Goff's Morgan Stanley Experience September 2000 - April 2002
Job Vice President, Senior National Account Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2011 - Present
John Hancock Financial Services March 2007 - November 2011
John Hancock Funds Inc March 2004 - March 2007
John Hancock Funds May 2002 - March 2004
Morgan Stanley September 2000 - April 2002
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Investments, Securities, Insurance, Relationship Management, Separately Managed..., Financial Services, Series 65, 529 Plans, Variable Annuities, Retirement Planning
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance
John Hancock Investments November 2011 - Present
John Hancock Financial Services March 2007 - November 2011
John Hancock Funds Inc March 2004 - March 2007
John Hancock Funds May 2002 - March 2004
Morgan Stanley September 2000 - April 2002
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Investments, Securities, Insurance, Relationship Management, Separately Managed..., Financial Services, Series 65, 529 Plans, Variable Annuities, Retirement Planning
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance
Gerrel Olivier's Morgan Stanley Experience June 2010 - July 2012
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group July 2012 - Present
Morgan Stanley June 2010 - July 2012
Skills
Microsoft Excel, Equities, Portfolio Management, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
The Carlyle Group July 2012 - Present
Morgan Stanley June 2010 - July 2012
Skills
Microsoft Excel, Equities, Portfolio Management, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
Gino Borrani's Morgan Stanley Experience May 2004 - April 2015
Job ManagerPrivate & Alternative Operations Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Morgan Stanley May 2004 - April 2015
Skills
Capital Markets, Equities, Securities, Derivatives, Risk Management, Bloomberg, Investments, Series 7, Middle Office, Hedge Funds, Options, Asset Management, Asset Managment, Trading, Treasury Services, Treasury Management, Restricted Stock, 10b5-1 Plans, Private Equity, Cash Management, Settlement Services, Manage Client..., Account Management, Share Repurchase, Relationship Management, Account Reconciliation, Corporate Finance, C Level Management, Structured Settlements, settl, Operations Management, Security Operations, Leadership, Change Management, Financial Services
Education
Fairleigh Dickinson University-Florham Campus 2013 — 2015
Master of Business Administration (MBA)
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Economics
TIAA-CREF May 2015 - Present
Morgan Stanley May 2004 - April 2015
Skills
Capital Markets, Equities, Securities, Derivatives, Risk Management, Bloomberg, Investments, Series 7, Middle Office, Hedge Funds, Options, Asset Management, Asset Managment, Trading, Treasury Services, Treasury Management, Restricted Stock, 10b5-1 Plans, Private Equity, Cash Management, Settlement Services, Manage Client..., Account Management, Share Repurchase, Relationship Management, Account Reconciliation, Corporate Finance, C Level Management, Structured Settlements, settl, Operations Management, Security Operations, Leadership, Change Management, Financial Services
Education
Fairleigh Dickinson University-Florham Campus 2013 — 2015
Master of Business Administration (MBA)
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Fran Stewart's Morgan Stanley Experience 2006 - 2008
Job Autism and Learning Support Teacher at Big Spring Middle School
Industry Primary/Secondary Education
Experience
Big Spring Middle School August 2014 - Present
Big Spring Middle School September 2013 - Present
NHS School April 2013 - September 2013
NHS Human Services August 2012 - April 2013
Big Spring School District February 2012 - April 2012
Carlisle High School October 2011 - December 2011
North Dickinson Elementary School August 2011 - October 2011
Shippensburg University January 2011 - August 2011
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
Skills
HRIS, Workshop Facilitation, E-Learning, Fundraising, Community Outreach, Team Building, K-12, Budgets, Event Planning, Marketing, Social Media, Outlook, Performance Management, Coaching, Public Speaking, Training Delivery, Training, Program Management, Instructional Design, Teaching, Autism Spectrum..., Classroom
Education
Penn State University 2014 — 2015
Graduate Certificate, Applied Behavior Analysis
Shippensburg University of Pennsylvania 2009 — 2011
M.Ed., Special Education
Boston College 1989 — 1993
BA, Major: English; Minor: Black Studies
University of Mississippi
Big Spring Middle School August 2014 - Present
Big Spring Middle School September 2013 - Present
NHS School April 2013 - September 2013
NHS Human Services August 2012 - April 2013
Big Spring School District February 2012 - April 2012
Carlisle High School October 2011 - December 2011
North Dickinson Elementary School August 2011 - October 2011
Shippensburg University January 2011 - August 2011
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
Skills
HRIS, Workshop Facilitation, E-Learning, Fundraising, Community Outreach, Team Building, K-12, Budgets, Event Planning, Marketing, Social Media, Outlook, Performance Management, Coaching, Public Speaking, Training Delivery, Training, Program Management, Instructional Design, Teaching, Autism Spectrum..., Classroom
Education
Penn State University 2014 — 2015
Graduate Certificate, Applied Behavior Analysis
Shippensburg University of Pennsylvania 2009 — 2011
M.Ed., Special Education
Boston College 1989 — 1993
BA, Major: English; Minor: Black Studies
University of Mississippi
Deirdre Kelleher's Morgan Stanley Experience 2006 - 2008
Job PhD Candidate in Anthropology at Temple University
Industry Research
Experience
Temple University Writing Center 2010 - Present
New Jersey Historic Preservation Office 2011 - 2014
URS Corporation 2009 - 2011
Morgan Stanley 2006 - 2008
Skills
Research, Microsoft Excel, Analysis, Qualitative Research, PowerPoint, Microsoft Office, Public Speaking, Higher Education, Teaching, Project Management, Program Management, Proposal Writing, Community Outreach, Editing, Data Analysis, Grant Writing, Program Development, Fundraising, Event Planning, Statistics, Microsoft Word
Education
Temple University
Doctor of Philosophy (PhD), Anthropology
Temple University
Master of Arts (M.A.), Anthropology
Boston College 2003 — 2006
Bachelor of Arts (B.A.), Mathematics
Temple University Writing Center 2010 - Present
New Jersey Historic Preservation Office 2011 - 2014
URS Corporation 2009 - 2011
Morgan Stanley 2006 - 2008
Skills
Research, Microsoft Excel, Analysis, Qualitative Research, PowerPoint, Microsoft Office, Public Speaking, Higher Education, Teaching, Project Management, Program Management, Proposal Writing, Community Outreach, Editing, Data Analysis, Grant Writing, Program Development, Fundraising, Event Planning, Statistics, Microsoft Word
Education
Temple University
Doctor of Philosophy (PhD), Anthropology
Temple University
Master of Arts (M.A.), Anthropology
Boston College 2003 — 2006
Bachelor of Arts (B.A.), Mathematics
Rob Pardue's Morgan Stanley Experience June 1996 - June 1999
Job President, Blue Sky Adventures
Industry Leisure, Travel & Tourism
Experience
Blue Sky Adventures May 2006 - Present
Akela Capital May 2001 - May 2006
New River Capital May 2000 - August 2000
Morgan Stanley June 1996 - June 1999
Skills
Valuation, Hedge Funds, Equities, Due Diligence, Financial Modeling, Investments, Training, Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
International Institute, Madrid 1994 — 1995
International Business
Blue Sky Adventures May 2006 - Present
Akela Capital May 2001 - May 2006
New River Capital May 2000 - August 2000
Morgan Stanley June 1996 - June 1999
Skills
Valuation, Hedge Funds, Equities, Due Diligence, Financial Modeling, Investments, Training, Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
International Institute, Madrid 1994 — 1995
International Business
Jennifer Montesano's Morgan Stanley Experience 1998 - 2000
Job Senior Conference Manager at Gartner
Industry Information Technology and Services
Experience
Gartner January 2012 - Present
Gartner January 2012 - Present
Bank of America June 2003 - August 2010
Credit Suisse 2000 - 2005
Deutsche Bank 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Boston College 1991 — 1995
Gartner January 2012 - Present
Gartner January 2012 - Present
Bank of America June 2003 - August 2010
Credit Suisse 2000 - 2005
Deutsche Bank 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Boston College 1991 — 1995
Adam Berry's Morgan Stanley Experience July 1999 - July 2002
Job Senior Director, Investor Relations at Jabil
Industry Financial Services
Experience
Jabil June 2014 - Present
Jabil November 2010 - June 2014
The Home Depot August 2007 - November 2010
Duff & Phelps July 2006 - August 2007
Wachovia Securities May 2003 - August 2004
Morgan Stanley July 1999 - July 2002
Skills
Investor Relations, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Due Diligence, Project Management, Equities, Financial Services, Mergers & Acquisitions, Strategy, Finance, Business Strategy, Forecasting
Education
Boston College 1995 — 1999
Bachelor of Arts (B.A.), Communications
Georgia Institute of Technology 2004 — 2006
Master of Business Administration (MBA)
Jabil June 2014 - Present
Jabil November 2010 - June 2014
The Home Depot August 2007 - November 2010
Duff & Phelps July 2006 - August 2007
Wachovia Securities May 2003 - August 2004
Morgan Stanley July 1999 - July 2002
Skills
Investor Relations, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Due Diligence, Project Management, Equities, Financial Services, Mergers & Acquisitions, Strategy, Finance, Business Strategy, Forecasting
Education
Boston College 1995 — 1999
Bachelor of Arts (B.A.), Communications
Georgia Institute of Technology 2004 — 2006
Master of Business Administration (MBA)
Artie DelNegro's Morgan Stanley Experience August 2001 - January 2005
Job Equity Analyst at Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group June 2008 - Present
Citadel Investment Group January 2005 - June 2008
Morgan Stanley August 2001 - January 2005
Gabelli Asset Management 1993 - 1995
Skills
Due Diligence, Equities, Asset Management, Hedge Funds, Financial Modeling, Valuation, Portfolio Management, Alternative Investments, Capital Markets, Equity Research, Investments, Bloomberg, Securities, Equity Trading
Education
Columbia University - Columbia Business School 1999 — 2001
Boston College 1987 — 1991
BA, Economics
Citadel Investment Group June 2008 - Present
Citadel Investment Group January 2005 - June 2008
Morgan Stanley August 2001 - January 2005
Gabelli Asset Management 1993 - 1995
Skills
Due Diligence, Equities, Asset Management, Hedge Funds, Financial Modeling, Valuation, Portfolio Management, Alternative Investments, Capital Markets, Equity Research, Investments, Bloomberg, Securities, Equity Trading
Education
Columbia University - Columbia Business School 1999 — 2001
Boston College 1987 — 1991
BA, Economics
Bradford Stoesser's Morgan Stanley Experience July 1998 - July 2002
Job Global Industry Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2005 - Present
Office of Management and Budget June 2003 - August 2003
Morgan Stanley July 1998 - July 2002
Skills
Hedge Funds, Equities, Valuation, Real Estate
Education
The University of Chicago 2002 — 2005
MPP, Public Policy
The University of Chicago Booth School of Business 2002 — 2005
MBA, Economics, Finance
Boston College 1994 — 1998
BA, Philosophy
Wellington Management September 2005 - Present
Office of Management and Budget June 2003 - August 2003
Morgan Stanley July 1998 - July 2002
Skills
Hedge Funds, Equities, Valuation, Real Estate
Education
The University of Chicago 2002 — 2005
MPP, Public Policy
The University of Chicago Booth School of Business 2002 — 2005
MBA, Economics, Finance
Boston College 1994 — 1998
BA, Philosophy
Bree, John's Morgan Stanley Experience 2006 - 2008
Job ExxonMobil Fuels & Lubricants Marketing
Industry Oil & Energy
Experience
ExxonMobil July 2014 - Present
SMU Cox School of Business August 2012 - May 2014
BNY Mellon 2008 - October 2012
Bank of New York Mellon July 2008 - January 2010
Morgan Stanley 2006 - 2008
Skills
SQL, SPSS, Access, Data Analysis, Data Warehousing, Database Administration, Databases, Data Mining, Information Security..., Enterprise Risk..., Operations Management, Operational Risk..., Analytics
Education
Boston College 2002 — 2006
Bachelor of Science (BS), Operations Management and Supervision
Lincoln
Southern Methodist University
ExxonMobil July 2014 - Present
SMU Cox School of Business August 2012 - May 2014
BNY Mellon 2008 - October 2012
Bank of New York Mellon July 2008 - January 2010
Morgan Stanley 2006 - 2008
Skills
SQL, SPSS, Access, Data Analysis, Data Warehousing, Database Administration, Databases, Data Mining, Information Security..., Enterprise Risk..., Operations Management, Operational Risk..., Analytics
Education
Boston College 2002 — 2006
Bachelor of Science (BS), Operations Management and Supervision
Lincoln
Southern Methodist University
Judith Smith's Morgan Stanley Experience 1986 - 2008
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup January 2008 - Present
Morgan Stanley 1986 - 2008
ISSA 1996 - 2007
Accenture 1977 - 1986
Skills
Management, Equities, Financial Risk, Asset Management, Risk Management, Financial Markets, Alternative Investments, Hedge Funds, Banking, Fixed Income, Financial Modeling, Investment Banking, Capital Markets, Portfolio Management, Private Equity, Investments, Derivatives, Financial Services, Securities, Management Consulting, Change Management, Prime Brokerage, Trading Systems
Education
University of Pennsylvania - The Wharton School 1974 — 1977
MS, MBA
Boston College 1970 — 1974
BS, Physics, Math, Economics
Academy of the Holy Names
Citigroup January 2008 - Present
Morgan Stanley 1986 - 2008
ISSA 1996 - 2007
Accenture 1977 - 1986
Skills
Management, Equities, Financial Risk, Asset Management, Risk Management, Financial Markets, Alternative Investments, Hedge Funds, Banking, Fixed Income, Financial Modeling, Investment Banking, Capital Markets, Portfolio Management, Private Equity, Investments, Derivatives, Financial Services, Securities, Management Consulting, Change Management, Prime Brokerage, Trading Systems
Education
University of Pennsylvania - The Wharton School 1974 — 1977
MS, MBA
Boston College 1970 — 1974
BS, Physics, Math, Economics
Academy of the Holy Names
Brendan Carmichael's Morgan Stanley Experience 1998 - 2006
Job Vice President at The Commerce Trust Company
Industry Financial Services
Experience
The Commerce Trust Company March 2014 - Present
Strategas Research Partners 2010 - October 2013
Strategas Research Partners 2007 - 2010
Morgan Stanley 1998 - 2006
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Equities, Bloomberg, Fixed Income, Mutual Funds, Sales, Asset Allocation, Wealth Management, Microsoft Excel, Banking, Series 24
Education
Boston College 1993 — 1997
Bachelor's degree, Finance, General
The Commerce Trust Company March 2014 - Present
Strategas Research Partners 2010 - October 2013
Strategas Research Partners 2007 - 2010
Morgan Stanley 1998 - 2006
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Equities, Bloomberg, Fixed Income, Mutual Funds, Sales, Asset Allocation, Wealth Management, Microsoft Excel, Banking, Series 24
Education
Boston College 1993 — 1997
Bachelor's degree, Finance, General
Bob Pier's Morgan Stanley Experience December 2010 - January 2013
Job Owner/Managing Principal at FatStack LLC
Industry Financial Services
Experience
FatStack LLC July 2012 - Present
Morgan Stanley December 2010 - January 2013
Transamerica Financial Solutions July 2007 - October 2010
Theta Futures Group, LLC March 2004 - July 2007
A.G. Edwards & Sons, Inc. August 1993 - March 2004
NYMEX January 1984 - January 1994
Skills
Mutual Funds, Investments, Finance, Series 7, Retirement Planning, Series 63, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Investment Advisory, Securities, Strategic Financial..., Alternative Investments, Portfolio Management, Asset Management, Investment Strategies, 401k, Financial Advisory, IRAs, Equities
Education
Boston College 1980 — 1984
BS, Computer Science / Finance
FatStack LLC July 2012 - Present
Morgan Stanley December 2010 - January 2013
Transamerica Financial Solutions July 2007 - October 2010
Theta Futures Group, LLC March 2004 - July 2007
A.G. Edwards & Sons, Inc. August 1993 - March 2004
NYMEX January 1984 - January 1994
Skills
Mutual Funds, Investments, Finance, Series 7, Retirement Planning, Series 63, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Investment Advisory, Securities, Strategic Financial..., Alternative Investments, Portfolio Management, Asset Management, Investment Strategies, 401k, Financial Advisory, IRAs, Equities
Education
Boston College 1980 — 1984
BS, Computer Science / Finance
Diana Binet's Morgan Stanley Experience 2003 - 2007
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
BGC Partners October 2009 - September 2011
Van der Moolen September 2008 - March 2009
Bear Stearns April 2007 - September 2008
Morgan Stanley 2003 - 2007
Education
Boston College 1999 — 2003
Merrill Lynch August 2011 - Present
BGC Partners October 2009 - September 2011
Van der Moolen September 2008 - March 2009
Bear Stearns April 2007 - September 2008
Morgan Stanley 2003 - 2007
Education
Boston College 1999 — 2003
Gerren Scoon's Morgan Stanley Experience January 2010 - July 2010
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
Traxion Group, Inc. June 2012 - February 2014
nycTIES October 2010 - February 2014
Developing World Markets December 2010 - June 2011
GroupRunner July 2010 - March 2011
Morgan Stanley January 2010 - July 2010
Morgan Stanley July 2008 - December 2009
Skills
Entrepreneurship, Data Analysis, Financial Modeling, Fundraising, Financial Analysis, Project Management, Social Media, Competitive Analysis, Marketing, Investments, Strategic Planning, Valuation, Capital Markets, Microsoft Excel, Public Speaking, Nonprofits, Program Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (BS), Finance, Information Systems
Traxion Group, Inc. June 2012 - February 2014
nycTIES October 2010 - February 2014
Developing World Markets December 2010 - June 2011
GroupRunner July 2010 - March 2011
Morgan Stanley January 2010 - July 2010
Morgan Stanley July 2008 - December 2009
Skills
Entrepreneurship, Data Analysis, Financial Modeling, Fundraising, Financial Analysis, Project Management, Social Media, Competitive Analysis, Marketing, Investments, Strategic Planning, Valuation, Capital Markets, Microsoft Excel, Public Speaking, Nonprofits, Program Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (BS), Finance, Information Systems
James L. McGovern's Morgan Stanley Experience 2004 - 2005
Job Managing Director at Regions Securities LLC
Industry Banking
Experience
Regions Securities LLC September 2015 - Present
SunTrust Robinson Humphrey January 2010 - April 2015
Cablevision Systems December 2008 - January 2010
GE Commercial Finance 2005 - 2008
Morgan Stanley 2004 - 2005
TD Securities 1998 - 2004
Salomon Brothers October 1993 - May 1998
Skills
Leveraged Finance, Capital Markets, Syndications, High Yield, Portfolio Management, Fixed Income, Equities, Credit, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Investments, Investment Banking, Series 63, Financial Analysis, Private Equity, Financial Structuring, Mergers & Acquisitions
Education
Boston College 1989 — 1992
Bachelor's Degree, Economics
Ardsley 1984 — 1988
High school NYS regents diploma
Regions Securities LLC September 2015 - Present
SunTrust Robinson Humphrey January 2010 - April 2015
Cablevision Systems December 2008 - January 2010
GE Commercial Finance 2005 - 2008
Morgan Stanley 2004 - 2005
TD Securities 1998 - 2004
Salomon Brothers October 1993 - May 1998
Skills
Leveraged Finance, Capital Markets, Syndications, High Yield, Portfolio Management, Fixed Income, Equities, Credit, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Investments, Investment Banking, Series 63, Financial Analysis, Private Equity, Financial Structuring, Mergers & Acquisitions
Education
Boston College 1989 — 1992
Bachelor's Degree, Economics
Ardsley 1984 — 1988
High school NYS regents diploma
Emma Ying Zhang's Morgan Stanley Experience March 2000 - February 2002
Job Senior Sales Associate at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate September 2010 - Present
First Financial Investors, Inc. November 2008 - September 2010
UBS August 2004 - June 2008
Morgan Stanley March 2000 - February 2002
Skills
Portfolio Management, Fixed Income, Due Diligence, Capital Markets
Education
Boston College 2002 — 2004
MBA, Finance
Mills College 1997 — 1999
MA, English
William Raveis Real Estate September 2010 - Present
First Financial Investors, Inc. November 2008 - September 2010
UBS August 2004 - June 2008
Morgan Stanley March 2000 - February 2002
Skills
Portfolio Management, Fixed Income, Due Diligence, Capital Markets
Education
Boston College 2002 — 2004
MBA, Finance
Mills College 1997 — 1999
MA, English
Jeremy Bixenman's Morgan Stanley Experience April 2010 - December 2014
Job Vice President / COO
Industry Financial Services
Experience
Morgan Stanley April 2010 - December 2014
Morgan Stanley June 2006 - April 2010
Morgan Stanley January 2004 - June 2006
KBC Financial Products October 2003 - January 2004
Investors Bank & Trust June 2003 - September 2003
Investors Bank & Trust February 2002 - June 2003
Skills
Derivatives, Fixed Income, Counterparty Risk, Collateral Management, Securities Lending, Credit Risk, Finance, Secured Financing, Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Morgan Stanley April 2010 - December 2014
Morgan Stanley June 2006 - April 2010
Morgan Stanley January 2004 - June 2006
KBC Financial Products October 2003 - January 2004
Investors Bank & Trust June 2003 - September 2003
Investors Bank & Trust February 2002 - June 2003
Skills
Derivatives, Fixed Income, Counterparty Risk, Collateral Management, Securities Lending, Credit Risk, Finance, Secured Financing, Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Alex Bain's Morgan Stanley Experience 2009 - 2011
Job Business Development at Bainco International Investors
Industry Financial Services
Experience
Bainco International Investors 2014 - Present
The Boston Winter Ball 2009 - Present
Ambri 2011 - 2014
Morgan Stanley 2009 - 2011
Bainco International Investors 2008 - 2009
Skills
Bloomberg, Financial Modeling, Valuation, Series 7, Series 63, Private Equity, Investments, Corporate Finance, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Microsoft Office, Market Research, Series 65, Squarespace, Adobe Creative Suite
Education
Boston College 2004 — 2008
BS in Management, Finance, Marketing
Bainco International Investors 2014 - Present
The Boston Winter Ball 2009 - Present
Ambri 2011 - 2014
Morgan Stanley 2009 - 2011
Bainco International Investors 2008 - 2009
Skills
Bloomberg, Financial Modeling, Valuation, Series 7, Series 63, Private Equity, Investments, Corporate Finance, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Microsoft Office, Market Research, Series 65, Squarespace, Adobe Creative Suite
Education
Boston College 2004 — 2008
BS in Management, Finance, Marketing
Fran Donlan, AWMA, CRPC's Morgan Stanley Experience September 2001 - July 2005
Job Vice President / Wealth Management, Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2005 - Present
Morgan Stanley September 2001 - July 2005
Alex Brown & Sons June 1996 - July 2001
Skills
Financial Management, Budgeting, Cash Flow Forecasting, Investment Advisory, Investment Strategies, Retirement Planning, Risk Management, Estate Planning, Financial Planning, Investments
Education
Boston College 1965 — 1969
BA, English
Janney Montgomery Scott LLC September 2005 - Present
Morgan Stanley September 2001 - July 2005
Alex Brown & Sons June 1996 - July 2001
Skills
Financial Management, Budgeting, Cash Flow Forecasting, Investment Advisory, Investment Strategies, Retirement Planning, Risk Management, Estate Planning, Financial Planning, Investments
Education
Boston College 1965 — 1969
BA, English
Greg Wiles's Morgan Stanley Experience June 2009 - August 2009
Job Small Business Investor and Consultant
Industry Venture Capital & Private Equity
Experience
Eyemart Express April 2015 - Present
VentureOut Capital July 2014 - Present
SolarReserve September 2013 - Present
ThermaSource, Inc. January 2013 - Present
US Renewables Group June 2010 - January 2013
Morgan Stanley June 2009 - August 2009
Citigroup July 2006 - June 2008
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Corporate Development, Due Diligence, Investments, Investment Banking, Growth Capital, Asset Managment, Corporate Finance, Financial Analysis, Structured Finance, Strategy, Asset Management, Finance, Mergers & Acquisitions, Strategic Planning
Education
Harvard Business School 2008 — 2010
MBA
Boston College 2002 — 2006
B.A., Honors, Economics
Eyemart Express April 2015 - Present
VentureOut Capital July 2014 - Present
SolarReserve September 2013 - Present
ThermaSource, Inc. January 2013 - Present
US Renewables Group June 2010 - January 2013
Morgan Stanley June 2009 - August 2009
Citigroup July 2006 - June 2008
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Corporate Development, Due Diligence, Investments, Investment Banking, Growth Capital, Asset Managment, Corporate Finance, Financial Analysis, Structured Finance, Strategy, Asset Management, Finance, Mergers & Acquisitions, Strategic Planning
Education
Harvard Business School 2008 — 2010
MBA
Boston College 2002 — 2006
B.A., Honors, Economics
Joe Harney's Morgan Stanley Experience August 2007 - Present
Job V.P. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Canaccord Financial March 2003 - August 2007
Education
Boston College 1993 — 1997
B of S, Business
Morgan Stanley August 2007 - Present
Canaccord Financial March 2003 - August 2007
Education
Boston College 1993 — 1997
B of S, Business
Brendan Hanley's Morgan Stanley Experience 1997 - 2004
Job CoHead of Americas Investment Grade Capital Markets at BofA Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
Amanda Voetsch's Morgan Stanley Experience June 2007 - November 2008
Job Executive Director at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase September 2013 - Present
DRA Advisors LLC January 2009 - August 2013
Morgan Stanley June 2007 - November 2008
Prudential Real Estate Investors 1998 - 2007
Education
Boston College
BA, Economics
JPMorgan Chase September 2013 - Present
DRA Advisors LLC January 2009 - August 2013
Morgan Stanley June 2007 - November 2008
Prudential Real Estate Investors 1998 - 2007
Education
Boston College
BA, Economics
Elena Bueno-Gonzalez's Morgan Stanley Experience September 2003 - March 2008
Job Sr Director Structured Transactions / Origination at NextEra Energy Resources
Industry Oil & Energy
Experience
NextEra Energy Resources 2012 - Present
NextEra Energy Resources 2009 - 2012
FPL Energy (NextEra Energy Resources) 2008 - 2009
Morgan Stanley September 2003 - March 2008
Resource Systems Group July 2002 - August 2003
Education
Boston College 2000 — 2002
Master, Mathematics
NextEra Energy Resources 2012 - Present
NextEra Energy Resources 2009 - 2012
FPL Energy (NextEra Energy Resources) 2008 - 2009
Morgan Stanley September 2003 - March 2008
Resource Systems Group July 2002 - August 2003
Education
Boston College 2000 — 2002
Master, Mathematics
Gregory Lentini's Morgan Stanley Experience 1995 - 1998
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
J.P. Morgan August 2010 - August 2014
Gregory James & Associates, LLC June 2004 - August 2010
Kaupthing Bank 2000 - 2004
Morgan Stanley 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Real Estate
Boston College 1990 — 1994
BS, Finance
BNY Mellon August 2014 - Present
J.P. Morgan August 2010 - August 2014
Gregory James & Associates, LLC June 2004 - August 2010
Kaupthing Bank 2000 - 2004
Morgan Stanley 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Real Estate
Boston College 1990 — 1994
BS, Finance
Jennifer Small's Morgan Stanley Experience April 2005 - February 2009
Job Executive Director, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
RBS Markets and International Banking January 2014 - April 2015
Barclays Capital April 2010 - January 2014
Sterne Agee & Leach, Inc. July 2009 - April 2010
Morgan Stanley April 2005 - February 2009
Deutsche Bank Securities 2003 - 2005
Skills
Securities, Series 7, Hedge Funds, Fixed Income
Education
Suffolk University Law School 1999 — 2002
JD
Boston College 1997 — 1999
B.A., English
J.P. Morgan April 2015 - Present
RBS Markets and International Banking January 2014 - April 2015
Barclays Capital April 2010 - January 2014
Sterne Agee & Leach, Inc. July 2009 - April 2010
Morgan Stanley April 2005 - February 2009
Deutsche Bank Securities 2003 - 2005
Skills
Securities, Series 7, Hedge Funds, Fixed Income
Education
Suffolk University Law School 1999 — 2002
JD
Boston College 1997 — 1999
B.A., English
Beth Lawlor's Morgan Stanley Experience February 2012 - January 2013
Job Managing DirectorDivision Sales Executive Northeast Retail Lending
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - Present
Morgan Stanley February 2012 - January 2013
Morgan Stanley January 2011 - February 2012
Morgan Stanley May 2010 - January 2011
Wells Fargo Advisors, LLC August 2007 - April 2010
SmithBarney May 2005 - July 2008
American Express 1996 - 2005
Chase Personal Financial Services 1990 - 1994
Skills
Series 24, Series 7, Banking, Credit, Series 63, Securities, Mortgage Lending, Financial Services, Equities, Risk Management, Mutual Funds, Loans, Credit Analysis, Private Banking, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Advisory, Fixed Income, Leadership, Finance, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Commercial Lending, Asset Allocation, Business Development, Strategic Financial..., Wealth Management...
Education
Boston College 1985 — 1989
BA,CumLaude, Psychology and Communications
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - Present
Morgan Stanley February 2012 - January 2013
Morgan Stanley January 2011 - February 2012
Morgan Stanley May 2010 - January 2011
Wells Fargo Advisors, LLC August 2007 - April 2010
SmithBarney May 2005 - July 2008
American Express 1996 - 2005
Chase Personal Financial Services 1990 - 1994
Skills
Series 24, Series 7, Banking, Credit, Series 63, Securities, Mortgage Lending, Financial Services, Equities, Risk Management, Mutual Funds, Loans, Credit Analysis, Private Banking, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Advisory, Fixed Income, Leadership, Finance, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Commercial Lending, Asset Allocation, Business Development, Strategic Financial..., Wealth Management...
Education
Boston College 1985 — 1989
BA,CumLaude, Psychology and Communications
Andrew Baptiste's Morgan Stanley Experience 1999 - 2012
Job
Industry Market Research
Experience
Technical Analysis Group, LLC April 2012 - Present
Morgan Stanley 1999 - 2012
J.P. Morgan 1985 - 1999
3-D Technicals January 1980 - January 1986
Skills
FX, MBS, Fixed Income, Electronic Trading, Derivatives, Bloomberg, Risk Management, Commodity, Hedge Funds, FX Options, Financial Markets, Trading Systems, Financial Modeling, Asset Allocation, Technical Analysis, Alternative Investments, Stock Market, ETFs, Options, Swaps, Portfolio Management, Hedging, Investments, Asset Managment, Kung Fu, Bonds, Market Data, FX trading, Equity Trading, Currency, Foreign Exchange, Equity Derivatives, Trading, Series 7, Wealth Management, Mutual Funds, Emerging Markets, Equities, Investment Strategies, Capital Markets, Investment Banking, Securities, Valuation, Financial Risk, Financial Analysis, Series 63, Trading Strategies, Investment Advisory, Equity Research, Investment Management
Education
Boston College 1977 — 1981
Economics & Finance, 1.618 ;-)
Technical Analysis Group, LLC April 2012 - Present
Morgan Stanley 1999 - 2012
J.P. Morgan 1985 - 1999
3-D Technicals January 1980 - January 1986
Skills
FX, MBS, Fixed Income, Electronic Trading, Derivatives, Bloomberg, Risk Management, Commodity, Hedge Funds, FX Options, Financial Markets, Trading Systems, Financial Modeling, Asset Allocation, Technical Analysis, Alternative Investments, Stock Market, ETFs, Options, Swaps, Portfolio Management, Hedging, Investments, Asset Managment, Kung Fu, Bonds, Market Data, FX trading, Equity Trading, Currency, Foreign Exchange, Equity Derivatives, Trading, Series 7, Wealth Management, Mutual Funds, Emerging Markets, Equities, Investment Strategies, Capital Markets, Investment Banking, Securities, Valuation, Financial Risk, Financial Analysis, Series 63, Trading Strategies, Investment Advisory, Equity Research, Investment Management
Education
Boston College 1977 — 1981
Economics & Finance, 1.618 ;-)
David Morin's Morgan Stanley Experience 2000 - 2003
Job Loan Trading at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2010 - Present
Royal Bank of Scotland October 2004 - July 2010
ABN AMRO April 2003 - October 2004
Morgan Stanley 2000 - 2003
Skills
High Yield, Loans, Hedge Funds, Derivatives, Structured Finance
Education
Boston College 1995 — 1999
Finance
St. Peter's Prep 1991 — 1995
Societe Generale July 2010 - Present
Royal Bank of Scotland October 2004 - July 2010
ABN AMRO April 2003 - October 2004
Morgan Stanley 2000 - 2003
Skills
High Yield, Loans, Hedge Funds, Derivatives, Structured Finance
Education
Boston College 1995 — 1999
Finance
St. Peter's Prep 1991 — 1995
Bill Glennon's Morgan Stanley Experience June 2011 - May 2014
Job Associate at Avista Capital Partners
Industry Investment Banking
Experience
Avista Capital Partners June 2014 - Present
Morgan Stanley June 2011 - May 2014
Morgan Stanley June 2010 - August 2010
Skills
Financial Modeling
Education
Boston College 2007 — 2011
BA, Economics, Honors Mathematics
Avista Capital Partners June 2014 - Present
Morgan Stanley June 2011 - May 2014
Morgan Stanley June 2010 - August 2010
Skills
Financial Modeling
Education
Boston College 2007 — 2011
BA, Economics, Honors Mathematics
Daniel DiPaci's Morgan Stanley Experience July 2012 - June 2013
Job Risk/MidOffice at Flow Traders
Industry Financial Services
Experience
Flow Traders June 2013 - Present
Morgan Stanley July 2012 - June 2013
Morgan Stanley May 2010 - June 2012
UBS July 2008 - June 2009
Skills
Capital Markets, Investments, Equities, FX Options, Prime Brokerage, Process Improvement, VBA, Fixed Income, FX, SharePoint, Risk Management, Bloomberg, Microsoft Excel, SQL, Series 7
Education
Boston College 2004 — 2008
BS, Finance & Accounting
Flow Traders June 2013 - Present
Morgan Stanley July 2012 - June 2013
Morgan Stanley May 2010 - June 2012
UBS July 2008 - June 2009
Skills
Capital Markets, Investments, Equities, FX Options, Prime Brokerage, Process Improvement, VBA, Fixed Income, FX, SharePoint, Risk Management, Bloomberg, Microsoft Excel, SQL, Series 7
Education
Boston College 2004 — 2008
BS, Finance & Accounting
Joseph Chris McCready's Morgan Stanley Experience August 1996 - March 2000
Job Principal at Prizm Capital Partners
Industry Investment Management
Experience
Prizm Capital Partners August 2004 - Present
Wasatch Advisors September 2003 - July 2004
Dresdner RCM Global Investors April 2000 - May 2001
Morgan Stanley August 1996 - March 2000
Goldman Sachs March 1992 - July 1994
Education
The University of Chicago 1994 — 1996
MBA, Finance
Boston College 1986 — 1990
BA, Finance
Prizm Capital Partners August 2004 - Present
Wasatch Advisors September 2003 - July 2004
Dresdner RCM Global Investors April 2000 - May 2001
Morgan Stanley August 1996 - March 2000
Goldman Sachs March 1992 - July 1994
Education
The University of Chicago 1994 — 1996
MBA, Finance
Boston College 1986 — 1990
BA, Finance
Donald MacNeil's Morgan Stanley Experience 1998 - 2005
Job Vice President, SBL Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
Equity Finance / Prime Brokerage March 2012 - December 2012
Kellner DiLeo & Company December 2010 - February 2012
BNP Paribas October 2008 - November 2010
Banc of America Securities April 2005 - October 2008
Morgan Stanley 1998 - 2005
State Street Bank 1992 - 1994
Education
Boston College 1988 — 1992
BA, Economics & Finance
J.P. Morgan January 2013 - Present
Equity Finance / Prime Brokerage March 2012 - December 2012
Kellner DiLeo & Company December 2010 - February 2012
BNP Paribas October 2008 - November 2010
Banc of America Securities April 2005 - October 2008
Morgan Stanley 1998 - 2005
State Street Bank 1992 - 1994
Education
Boston College 1988 — 1992
BA, Economics & Finance
Doyle Hunt's Morgan Stanley Experience July 2005 - Present
Job Vice President, Finance Strategy, Operations and Technology
Industry Financial Services
Experience
Morgan Stanley July 2005 - Present
Education
Boston College 2001 — 2005
BA, Computer Science
Morgan Stanley July 2005 - Present
Education
Boston College 2001 — 2005
BA, Computer Science
Alex Massimo's Morgan Stanley Experience April 2014 - December 2014
Job Associate at NorthStar Asset Management Group Inc.
Industry Real Estate
Experience
NorthStar Asset Management Group Inc. December 2014 - Present
Morgan Stanley April 2014 - December 2014
Praesidian Capital January 2013 - March 2014
UBS Investment Bank January 2010 - December 2012
Skills
Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Valuation, Investments, Financial Analysis, Leveraged Finance, Due Diligence, Private Equity, Real Estate, LBO, Mergers & Acquisitions
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics & Mathematics
NorthStar Asset Management Group Inc. December 2014 - Present
Morgan Stanley April 2014 - December 2014
Praesidian Capital January 2013 - March 2014
UBS Investment Bank January 2010 - December 2012
Skills
Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Valuation, Investments, Financial Analysis, Leveraged Finance, Due Diligence, Private Equity, Real Estate, LBO, Mergers & Acquisitions
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics & Mathematics
Christa Medvin's Morgan Stanley Experience March 2012 - Present
Job Experienced Financial Services Associate
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Nock Inc June 2001 - May 2011
KeyCorp 1997 - 2000
KeyCorp 1996 - 1997
PaineWebber 1994 - 1996
McDonald & Company Securities, Inc 1992 - 1994
Skills
Process Improvement, Management
Education
Boston College 1987 — 1991
B.A., Economics
Magnificat High School, Rocky River OH 1983 — 1987
Morgan Stanley March 2012 - Present
Nock Inc June 2001 - May 2011
KeyCorp 1997 - 2000
KeyCorp 1996 - 1997
PaineWebber 1994 - 1996
McDonald & Company Securities, Inc 1992 - 1994
Skills
Process Improvement, Management
Education
Boston College 1987 — 1991
B.A., Economics
Magnificat High School, Rocky River OH 1983 — 1987
Sharon M. Perhac's Morgan Stanley Experience July 1991 - September 2009
Job Senior Vice President, Complex Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC October 2012 - May 2014
Morgan Stanley Smith Barney January 2011 - October 2012
Morgan Stanley July 1991 - September 2009
Smith Barney Harris Upham 1982 - 1991
Skills
Investments, Mutual Funds, Business Development, Financial Services, Product Management, Separately Managed..., Team Leadership
Education
Boston College
BA, Economics and Psychology
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC October 2012 - May 2014
Morgan Stanley Smith Barney January 2011 - October 2012
Morgan Stanley July 1991 - September 2009
Smith Barney Harris Upham 1982 - 1991
Skills
Investments, Mutual Funds, Business Development, Financial Services, Product Management, Separately Managed..., Team Leadership
Education
Boston College
BA, Economics and Psychology
Kelly Grayson's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2011 - January 2015
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley Investment Management December 2005 - September 2009
Independent Consultant June 2002 - November 2005
Accenture October 1999 - May 2002
Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.5
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management January 2011 - January 2015
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley Investment Management December 2005 - September 2009
Independent Consultant June 2002 - November 2005
Accenture October 1999 - May 2002
Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management
Education
Boston College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.5
Trevor Stuart's Morgan Stanley Experience July 2009 - July 2012
Job Teammate at RelateIQ
Industry Computer Software
Experience
RelateIQ August 2015 - Present
RelateIQ August 2014 - August 2015
RelateIQ October 2013 - August 2014
Technology Crossover Ventures August 2012 - September 2013
Morgan Stanley July 2009 - July 2012
Skills
Investment Banking, Investments, Valuation, Private Equity, Corporate Finance, Venture Capital, Capital Markets, Mutual Funds, Hedge Funds, Financial Modeling, Corporate Development, RelateIQ, Bloomberg, M&A experience, Due Diligence, Product Management
Education
Boston College
Bachelor's degree, Economics
London School of Economics and Political Science
Certificate, Economics of European Integration
Boston College High School
RelateIQ August 2015 - Present
RelateIQ August 2014 - August 2015
RelateIQ October 2013 - August 2014
Technology Crossover Ventures August 2012 - September 2013
Morgan Stanley July 2009 - July 2012
Skills
Investment Banking, Investments, Valuation, Private Equity, Corporate Finance, Venture Capital, Capital Markets, Mutual Funds, Hedge Funds, Financial Modeling, Corporate Development, RelateIQ, Bloomberg, M&A experience, Due Diligence, Product Management
Education
Boston College
Bachelor's degree, Economics
London School of Economics and Political Science
Certificate, Economics of European Integration
Boston College High School
Susie Dillon's Morgan Stanley Experience June 2010 - December 2010
Job MBA Candidate at Kellogg School of Management
Industry
Experience
Deloitte Consulting August 2011 - June 2014
Morgan Stanley June 2010 - December 2010
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston College 2007 — 2011
BA
University of Otago
University of Salamanca
The Winsor School
Deloitte Consulting August 2011 - June 2014
Morgan Stanley June 2010 - December 2010
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston College 2007 — 2011
BA
University of Otago
University of Salamanca
The Winsor School
Kate Nunziata Ruebenacker's Morgan Stanley Experience September 1995 - September 1996
Job Regional Vice President of Sales
Industry Telecommunications
Experience
InterCall February 2012 - Present
InterCall September 2009 - January 2012
InterCall September 1998 - June 2006
Batterymarch Financial Management September 1996 - September 1998
Morgan Stanley September 1995 - September 1996
Education
Boston College
InterCall February 2012 - Present
InterCall September 2009 - January 2012
InterCall September 1998 - June 2006
Batterymarch Financial Management September 1996 - September 1998
Morgan Stanley September 1995 - September 1996
Education
Boston College
Jerome Sullivan, CIMA's Morgan Stanley Experience January 1997 - January 2003
Job Director, Asset and Weath Management , Alternatives Group
Industry Investment Management
Experience
Deutsche Bank January 2008 - December 2013
BlackRock January 2003 - January 2008
Morgan Stanley January 1997 - January 2003
Skills
Fixed Income, Hedge Funds, Equities, Financial Markets, CIMA, Wealth Management, Management, Portfolio Management, Banking, Business Development, Securities, Asset Management, Asset Allocation, Strategy, Investments, Capital Markets, High Net Worth..., Financial Services, Alternative Investments, Mutual Funds, Series 7, Series 63, Sales, Investment Management
Education
Boston College 1980 — 1984
BA, Communications
Deutsche Bank January 2008 - December 2013
BlackRock January 2003 - January 2008
Morgan Stanley January 1997 - January 2003
Skills
Fixed Income, Hedge Funds, Equities, Financial Markets, CIMA, Wealth Management, Management, Portfolio Management, Banking, Business Development, Securities, Asset Management, Asset Allocation, Strategy, Investments, Capital Markets, High Net Worth..., Financial Services, Alternative Investments, Mutual Funds, Series 7, Series 63, Sales, Investment Management
Education
Boston College 1980 — 1984
BA, Communications
Kelly Lyons's Morgan Stanley Experience June 2010 - July 2012
Job Associate, Golub Capital
Industry Financial Services
Experience
Golub Capital December 2013 - Present
AIG September 2012 - December 2013
Morgan Stanley June 2010 - July 2012
Goldman Sachs June 2009 - August 2009
Skills
Valuation, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Equities, Fixed Income, LBO, DCF, Business Strategy, Strategic Initiatives, Organizational Design, Product Development, Due Diligence, Bloomberg
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Golub Capital December 2013 - Present
AIG September 2012 - December 2013
Morgan Stanley June 2010 - July 2012
Goldman Sachs June 2009 - August 2009
Skills
Valuation, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Equities, Fixed Income, LBO, DCF, Business Strategy, Strategic Initiatives, Organizational Design, Product Development, Due Diligence, Bloomberg
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Daniel Kweon's Morgan Stanley Experience May 2011 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Charles Schwab July 2009 - May 2011
Goldman Sachs September 2007 - September 2008
Education
Boston College 2003 — 2007
Finance
Morgan Stanley May 2011 - Present
Charles Schwab July 2009 - May 2011
Goldman Sachs September 2007 - September 2008
Education
Boston College 2003 — 2007
Finance
Katie Shields's Morgan Stanley Experience December 2009 - October 2014
Job Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
Morgan Stanley December 2009 - October 2014
Morgan Stanley December 2006 - December 2009
Morgan Stanley December 2000 - December 2007
Skills
Prime Brokerage, Derivatives, Swaps, Equity Derivatives, Options, FX, Equities, Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Investment Banking, Securities
Education
Boston College 1999 — 2000
Master of Science (MS)
Boston College 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
BTIG, LLC November 2014 - Present
Morgan Stanley December 2009 - October 2014
Morgan Stanley December 2006 - December 2009
Morgan Stanley December 2000 - December 2007
Skills
Prime Brokerage, Derivatives, Swaps, Equity Derivatives, Options, FX, Equities, Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Investment Banking, Securities
Education
Boston College 1999 — 2000
Master of Science (MS)
Boston College 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Jon Timmons's Morgan Stanley Experience July 2002 - Present
Job Executive Director: Equity Sales Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Education
Boston College 1998 — 2002
Finance
Morgan Stanley July 2002 - Present
Education
Boston College 1998 — 2002
Finance
Francis D'Alia's Morgan Stanley Experience March 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Equities, Fixed Income, Estate Planning, Mutual Funds
Education
Boston College 2009 — 2012
BA, Economics
Delbarton
Morgan Stanley March 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Equities, Fixed Income, Estate Planning, Mutual Funds
Education
Boston College 2009 — 2012
BA, Economics
Delbarton
jayme casey's Morgan Stanley Experience 1995 - 2003
Job SalesTrader at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. April 2009 - Present
UBS Investment Bank 2003 - 2009
Morgan Stanley 1995 - 2003
Skills
Equity Trading, Bloomberg, Trading, Hedge Funds, Options, ETFs, Derivatives, FINRA, Equity Derivatives, Securities, Capital Markets, Financial Markets, Fixed Income, Prime Brokerage, Investment Banking, Series 7, 63, 55, 3, 9,...
Education
Boston College 1989 — 1993
Kennebunk High School
Weeden & Co. April 2009 - Present
UBS Investment Bank 2003 - 2009
Morgan Stanley 1995 - 2003
Skills
Equity Trading, Bloomberg, Trading, Hedge Funds, Options, ETFs, Derivatives, FINRA, Equity Derivatives, Securities, Capital Markets, Financial Markets, Fixed Income, Prime Brokerage, Investment Banking, Series 7, 63, 55, 3, 9,...
Education
Boston College 1989 — 1993
Kennebunk High School
Bradley Roche's Morgan Stanley Experience June 2009 - Present
Job Institutional Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley 2009 - Present
Morgan Stanley 2001 - Present
Skills
Series 7, Series 63, Equities, Capital Markets, Sales, Investments, Asset Management
Education
Columbia Business School
Boston College
Morgan Stanley June 2009 - Present
Morgan Stanley 2009 - Present
Morgan Stanley 2001 - Present
Skills
Series 7, Series 63, Equities, Capital Markets, Sales, Investments, Asset Management
Education
Columbia Business School
Boston College
Gretchen Brown's Morgan Stanley Experience 1983 - 1999
Job Paraeducator
Industry Libraries
Experience
Public Elementary School April 2002 - Present
Happiness Preschool September 2012 - June 2013
Morgan Stanley 1983 - 1999
Education
Boston College
Public Elementary School April 2002 - Present
Happiness Preschool September 2012 - June 2013
Morgan Stanley 1983 - 1999
Education
Boston College
Hector Vazquez's Morgan Stanley Experience June 2011 - Present
Job Associate
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Education
Boston College
Morgan Stanley June 2011 - Present
Education
Boston College
Jesse O'Neill's Morgan Stanley Experience March 2007 - October 2008
Job Director at RBS Global Banking & Markets
Industry Investment Banking
Experience
RBS Global Banking & Markets October 2008 - October 2011
Morgan Stanley March 2007 - October 2008
Morgan Stanley January 2001 - March 2007
Skills
Options, Hedge Funds, Trading, Currency, Fixed Income, Market Making, Equity Trading, Equities, FX Options, Arbitrage
Education
Boston College
RBS Global Banking & Markets October 2008 - October 2011
Morgan Stanley March 2007 - October 2008
Morgan Stanley January 2001 - March 2007
Skills
Options, Hedge Funds, Trading, Currency, Fixed Income, Market Making, Equity Trading, Equities, FX Options, Arbitrage
Education
Boston College
Ellen Sahadi's Morgan Stanley Experience 1997 - 2009
Job Management Consultant
Industry Higher Education
Experience
EHS Partners 2015 - 2015
Weill Cornell Medical College 2010 - 2014
Morgan Stanley 1997 - 2009
Dean Witter, Discover 1993 - 1996
McKinsey & Company 1987 - 1992
National Westminister Bank 1985 - 1987
Bankers Trust 1981 - 1984
Skills
Venture Capital, Capital Markets, Financial Modeling, Investment Banking, Management Consulting, Mergers & Acquisitions, Private Equity, Strategic Planning, Management, Financial Analysis, Strategy, Corporate Finance, Risk Management
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, International Affairs
Boston College
Bachelor of Arts (B.A.), History
high school
EHS Partners 2015 - 2015
Weill Cornell Medical College 2010 - 2014
Morgan Stanley 1997 - 2009
Dean Witter, Discover 1993 - 1996
McKinsey & Company 1987 - 1992
National Westminister Bank 1985 - 1987
Bankers Trust 1981 - 1984
Skills
Venture Capital, Capital Markets, Financial Modeling, Investment Banking, Management Consulting, Mergers & Acquisitions, Private Equity, Strategic Planning, Management, Financial Analysis, Strategy, Corporate Finance, Risk Management
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, International Affairs
Boston College
Bachelor of Arts (B.A.), History
high school
Kieran O'Connor's Morgan Stanley Experience July 2001 - May 2009
Job Credit Trading at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners March 2013 - Present
Knight Capital Group May 2012 - March 2013
MPS Fixed Income February 2010 - February 2012
Pali Capital August 2009 - February 2010
Morgan Stanley July 2001 - May 2009
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History, Economics
Fairfield Prep
SumRidge Partners March 2013 - Present
Knight Capital Group May 2012 - March 2013
MPS Fixed Income February 2010 - February 2012
Pali Capital August 2009 - February 2010
Morgan Stanley July 2001 - May 2009
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History, Economics
Fairfield Prep
Jamie Salois's Morgan Stanley Experience December 2003 - September 2005
Job Sales & Operations at Atlas Distributing, Inc.
Industry Wholesale
Experience
Atlas Distributing, Inc. February 2011 - Present
Eaton Vance September 2005 - February 2011
Morgan Stanley December 2003 - September 2005
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Finance
Atlas Distributing, Inc. February 2011 - Present
Eaton Vance September 2005 - February 2011
Morgan Stanley December 2003 - September 2005
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Finance
David Morgen's Morgan Stanley Experience January 2005 - 2010
Job Sr. Project Director at Tanner Financial Svcs
Industry Banking
Experience
Tanner Financial Svcs March 2010 - Present
Morgan Stanley January 2005 - 2010
Deutsche Bank Securities 2000 - May 2004
Skills
Mergers, Merger Control, Investment Banking, Financial Structuring, Auditing, Public Company..., CPA
Education
Boston College
Bachelor of Science (BS), Finance
Princeton University
MBA
Tanner Financial Svcs March 2010 - Present
Morgan Stanley January 2005 - 2010
Deutsche Bank Securities 2000 - May 2004
Skills
Mergers, Merger Control, Investment Banking, Financial Structuring, Auditing, Public Company..., CPA
Education
Boston College
Bachelor of Science (BS), Finance
Princeton University
MBA
Jean Marie Donohue's Morgan Stanley Experience July 2014 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
New York County District Attorney's Office June 2007 - September 2012
New York County District Attorney's Office September 2002 - June 2007
Education
Fordham University School of Law 1999 — 2002
Doctor of Law (J.D.)
Boston College 1994 — 1998
Bachelor of Arts (B.A.), English
Morgan Stanley July 2014 - Present
New York County District Attorney's Office June 2007 - September 2012
New York County District Attorney's Office September 2002 - June 2007
Education
Fordham University School of Law 1999 — 2002
Doctor of Law (J.D.)
Boston College 1994 — 1998
Bachelor of Arts (B.A.), English
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS