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
Peter Novak Peter Novak's Morgan Stanley Experience September 1998 - September 2003
Job Chief Executive Officer & Chief Legal Officer at Cash Factory USA
Industry Venture Capital & Private Equity
Experience
Cash Factory USA October 2013 - Present
Black Star Investments September 2013 - Present
Lukins & Annis, P.S. August 2011 - August 2013
The Faux Law Group April 2009 - August 2011
Jones Hall December 2006 - April 2009
Curran and Parry (Currently Ballard Spahr, LLP) August 2004 - December 2005
U.S. Bankruptcy Court May 2004 - August 2004
Morgan Stanley September 1998 - September 2003
Skills
Commercial Litigation, Civil Litigation, Legal Research, Legal Writing, Litigation, Corporate Law, Licensing, Negotiation, Microsoft Office, Class Actions, Intellectual Property, Finance, Courts, Investments, Mediation, Arbitration, Commercial Real Estate, Corporate Governance, Strategic Planning, Appeals, Real Estate Transactions, Management, Private Equity, Financial Services, Contract Negotiation, Banking, Leadership, Start-ups, Team Building, Due Diligence
Education
Boston University School of Law 2005 — 2006
LL.M., Banking and Financial Law
University of Nevada-Las Vegas, William S. Boyd School of Law 2003 — 2005
J.D., Law
University of Utah - David Eccles School of Business 2001 — 2003
B.S., Finance
Utah Valley University 1998 — 2001
A.S., Accounting
Cash Factory USA October 2013 - Present
Black Star Investments September 2013 - Present
Lukins & Annis, P.S. August 2011 - August 2013
The Faux Law Group April 2009 - August 2011
Jones Hall December 2006 - April 2009
Curran and Parry (Currently Ballard Spahr, LLP) August 2004 - December 2005
U.S. Bankruptcy Court May 2004 - August 2004
Morgan Stanley September 1998 - September 2003
Skills
Commercial Litigation, Civil Litigation, Legal Research, Legal Writing, Litigation, Corporate Law, Licensing, Negotiation, Microsoft Office, Class Actions, Intellectual Property, Finance, Courts, Investments, Mediation, Arbitration, Commercial Real Estate, Corporate Governance, Strategic Planning, Appeals, Real Estate Transactions, Management, Private Equity, Financial Services, Contract Negotiation, Banking, Leadership, Start-ups, Team Building, Due Diligence
Education
Boston University School of Law 2005 — 2006
LL.M., Banking and Financial Law
University of Nevada-Las Vegas, William S. Boyd School of Law 2003 — 2005
J.D., Law
University of Utah - David Eccles School of Business 2001 — 2003
B.S., Finance
Utah Valley University 1998 — 2001
A.S., Accounting
Chris Mui Chris Mui's Morgan Stanley Experience August 2014 - February 2015
Job Data Analytics and Measurements Intern at Visa
Industry
Experience
Visa May 2015 - Present
Academic Services at Brandeis University May 2014 - Present
Morgan Stanley August 2014 - February 2015
TAMID Israel Investment Group May 2014 - January 2015
Cushman & Wakefield May 2014 - August 2014
Shapiro Campus Center (SCC) at Brandeis University December 2013 - August 2014
Intercultural Center (ICC) at Brandeis University December 2013 - May 2014
TAMID Israel Investment Group August 2013 - May 2014
Paradigm Partners - M2 Holdings, LLC May 2013 - August 2013
ARAMARK September 2012 - July 2013
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), Business and Economics
Mystic Valley Regional Charter School 2008 — 2012
Visa May 2015 - Present
Academic Services at Brandeis University May 2014 - Present
Morgan Stanley August 2014 - February 2015
TAMID Israel Investment Group May 2014 - January 2015
Cushman & Wakefield May 2014 - August 2014
Shapiro Campus Center (SCC) at Brandeis University December 2013 - August 2014
Intercultural Center (ICC) at Brandeis University December 2013 - May 2014
TAMID Israel Investment Group August 2013 - May 2014
Paradigm Partners - M2 Holdings, LLC May 2013 - August 2013
ARAMARK September 2012 - July 2013
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), Business and Economics
Mystic Valley Regional Charter School 2008 — 2012
Elias Khoury, CRPC ® Elias Khoury, CRPC ®'s Morgan Stanley Experience March 2005 - March 2006
Job VP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2010 - Present
Bank of America November 2009 - March 2010
Bank of America August 2006 - April 2009
Morgan Stanley March 2005 - March 2006
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Securities, Retirement Planning, Banking, Strategic Financial..., Asset Management, Financial Services, Financial Analysis, Series 66, Life Insurance, Series 10
Education
Boston University School of Law 1996 — 1999
Juris Doctor, Law
Loyola Marymount University, College of Business Administration 1995 — 1996
MBA
Loyola Marymount University 1991 — 1995
BBA, Business Administration and Economics
Merrill Edge March 2010 - Present
Bank of America November 2009 - March 2010
Bank of America August 2006 - April 2009
Morgan Stanley March 2005 - March 2006
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Securities, Retirement Planning, Banking, Strategic Financial..., Asset Management, Financial Services, Financial Analysis, Series 66, Life Insurance, Series 10
Education
Boston University School of Law 1996 — 1999
Juris Doctor, Law
Loyola Marymount University, College of Business Administration 1995 — 1996
MBA
Loyola Marymount University 1991 — 1995
BBA, Business Administration and Economics
Roman Jackson Roman Jackson's Morgan Stanley Experience December 2005 - January 2006
Job Program Officer Private Foundation Services at JPMorgan Chase & Co.
Industry Philanthropy
Experience
JPMorgan Chase & Co. May 2015 - Present
Annenberg Foundation June 2009 - May 2015
Harlem Children's Zone October 2008 - May 2009
American Express June 2008 - August 2008
Harlem Children's Zone October 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Warner Music Group May 2006 - August 2006
Morgan Stanley December 2005 - January 2006
Lazard May 2005 - August 2005
Lazard May 2004 - August 2004
Skills
Program Management, Fundraising, Non-profits, Research, Program Development, Community Outreach, Philanthropy, Grants, Leadership, Grant Writing, Public Speaking, Volunteer Management, Program Evaluation, Community Organizing, Event Planning, Strategic Planning, Microsoft Office, Public Policy, Policy Analysis, Social Media, Proposal Writing, Board Development, Capacity Building, Workshop Facilitation, Nonprofits, Social Networking, Staff Development, Social Media Marketing, Non-profit..., Public Relations, Strategic Communications, Annual Giving, Community Development, Policy, Media Relations, Government, Board Relations, Leadership Development, Event Management, Stewardship, Organizational..., Civic Engagement, Youth Development, Editing, Public Health, Social Entrepreneurship, Newsletters, Non-profit Board..., International..., Resource Development
Education
Bowdoin College 2002 — 2007
B.A
JPMorgan Chase & Co. May 2015 - Present
Annenberg Foundation June 2009 - May 2015
Harlem Children's Zone October 2008 - May 2009
American Express June 2008 - August 2008
Harlem Children's Zone October 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Warner Music Group May 2006 - August 2006
Morgan Stanley December 2005 - January 2006
Lazard May 2005 - August 2005
Lazard May 2004 - August 2004
Skills
Program Management, Fundraising, Non-profits, Research, Program Development, Community Outreach, Philanthropy, Grants, Leadership, Grant Writing, Public Speaking, Volunteer Management, Program Evaluation, Community Organizing, Event Planning, Strategic Planning, Microsoft Office, Public Policy, Policy Analysis, Social Media, Proposal Writing, Board Development, Capacity Building, Workshop Facilitation, Nonprofits, Social Networking, Staff Development, Social Media Marketing, Non-profit..., Public Relations, Strategic Communications, Annual Giving, Community Development, Policy, Media Relations, Government, Board Relations, Leadership Development, Event Management, Stewardship, Organizational..., Civic Engagement, Youth Development, Editing, Public Health, Social Entrepreneurship, Newsletters, Non-profit Board..., International..., Resource Development
Education
Bowdoin College 2002 — 2007
B.A
Scott Merlis Scott Merlis's Morgan Stanley Experience 1985 - 1995
Job Board Director|Investment Banker: Automotive & Industrial Technology
Industry Investment Banking
Experience
M.M. Dillon & Co. 2010 - Present
Dayco 2009 - Present
Ducker Consulting 2007 - 2010
Thomas Weisel Partners 2003 - 2007
Deutsche Bank 2002 - 2003
Wasserstein Perella 1998 - 2002
Ganton 1996 - 1998
Merlis Automotive 1995 - 1998
Morgan Stanley 1985 - 1995
Skills
Corporate Development, Investments, IPO, Security Analysis, Investment Banking, Special Situations, LBO, Valuation, Equity Research, Private Equity, Equities, Corporate Finance, Financial Modeling, M&A experience, Hedge Funds, Board Development, Board of Directors, Advisory Boards, Board Relations, Board Governance, Finance, Audit Committee, Financial Advisory, Business Advisory, Business Development, Process Improvement, Strategic Planning, Growth Strategies, Financial Performance..., Forecasting, Budgeting, Mergers & Acquisitions, P&L Management, Investment Advisory, Corporate Advisory, Equity Research Analysis, Shareholder Agreements, Corporate Communications, Problem Solving
Education
Columbia University - Columbia Business School 1978 — 1980
MBA/MSW, Finance
Brandeis University 1973 — 1977
Bachelors, Psychology
M.M. Dillon & Co. 2010 - Present
Dayco 2009 - Present
Ducker Consulting 2007 - 2010
Thomas Weisel Partners 2003 - 2007
Deutsche Bank 2002 - 2003
Wasserstein Perella 1998 - 2002
Ganton 1996 - 1998
Merlis Automotive 1995 - 1998
Morgan Stanley 1985 - 1995
Skills
Corporate Development, Investments, IPO, Security Analysis, Investment Banking, Special Situations, LBO, Valuation, Equity Research, Private Equity, Equities, Corporate Finance, Financial Modeling, M&A experience, Hedge Funds, Board Development, Board of Directors, Advisory Boards, Board Relations, Board Governance, Finance, Audit Committee, Financial Advisory, Business Advisory, Business Development, Process Improvement, Strategic Planning, Growth Strategies, Financial Performance..., Forecasting, Budgeting, Mergers & Acquisitions, P&L Management, Investment Advisory, Corporate Advisory, Equity Research Analysis, Shareholder Agreements, Corporate Communications, Problem Solving
Education
Columbia University - Columbia Business School 1978 — 1980
MBA/MSW, Finance
Brandeis University 1973 — 1977
Bachelors, Psychology
Olga Gordon's Morgan Stanley Experience 2010 - 2014
Job Candidate for MBA Kellogg School of Management Class of 2016
Industry Internet
Experience
M.Gemi April 2015 - August 2015
Freelance 2013 - 2014
Morgan Stanley 2010 - 2014
Ernst & Young 2007 - 2010
Ernst & Young 2006 - 2006
Banana Republic / Gap Inc. 2002 - 2003
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Financial Reporting, Equities, Business Valuation, Project Management, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2003 — 2007
BA, Economics, Business, Art History
M.Gemi April 2015 - August 2015
Freelance 2013 - 2014
Morgan Stanley 2010 - 2014
Ernst & Young 2007 - 2010
Ernst & Young 2006 - 2006
Banana Republic / Gap Inc. 2002 - 2003
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Financial Reporting, Equities, Business Valuation, Project Management, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2003 — 2007
BA, Economics, Business, Art History
Ben Carpenter Ben Carpenter's Morgan Stanley Experience April 1986 - April 1987
Job Author of the new book, THE BIGS (excerpts and videos at www.thebigswebsite.com)
Industry Financial Services
Experience
CRT Capital Group July 2009 - Present
Author 2014 - 2015
Greenwich Capital and RBS Greenwich Capital March 2000 - March 2007
Greenwich Capital April 1987 - February 2000
Morgan Stanley April 1986 - April 1987
Bankers Trust Company March 1983 - April 1986
Bankers Trust Company September 1980 - March 1983
Education
Bowdoin College 1976 — 1980
B.A. Government, Government
The Hotchkiss School 1974 — 1976
CRT Capital Group July 2009 - Present
Author 2014 - 2015
Greenwich Capital and RBS Greenwich Capital March 2000 - March 2007
Greenwich Capital April 1987 - February 2000
Morgan Stanley April 1986 - April 1987
Bankers Trust Company March 1983 - April 1986
Bankers Trust Company September 1980 - March 1983
Education
Bowdoin College 1976 — 1980
B.A. Government, Government
The Hotchkiss School 1974 — 1976
Daniel Polikoff's Morgan Stanley Experience September 2005 - June 2011
Job Investment Banking Associate at TAP Advisors
Industry Financial Services
Experience
North 6th Agency, Inc. (N6A) January 2015 - July 2015
Brooks, Houghton & Company, Inc. May 2014 - December 2014
Deutsche Bank June 2011 - August 2013
Morgan Stanley September 2005 - June 2011
Intesa Sanpaolo May 2004 - August 2004
Skills
Bloomberg, Project Management, Financial Modeling, Investment Banking, Valuation, Capital Markets, Equities, Alternative Investments, Management, Portfolio Management, Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Brandeis University
Bachelor of Arts (BA), Economics, Philosophy, International Business
North 6th Agency, Inc. (N6A) January 2015 - July 2015
Brooks, Houghton & Company, Inc. May 2014 - December 2014
Deutsche Bank June 2011 - August 2013
Morgan Stanley September 2005 - June 2011
Intesa Sanpaolo May 2004 - August 2004
Skills
Bloomberg, Project Management, Financial Modeling, Investment Banking, Valuation, Capital Markets, Equities, Alternative Investments, Management, Portfolio Management, Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Brandeis University
Bachelor of Arts (BA), Economics, Philosophy, International Business
Ayo Ellis's Morgan Stanley Experience February 2014 - May 2015
Job Bowling Green State University
Industry Financial Services
Experience
Morgan Stanley February 2014 - May 2015
Bowling Green State University January 2012 - December 2014
Under Armour May 2012 - August 2012
United Way of Greater Toledo December 2011 - April 2012
Lowe Construction August 2010 - September 2011
Gap Inc./Banana Republic February 2010 - August 2011
Skills
Public Speaking, Human Resources, Creative Writing, Customer Service, Recruiting
Education
Bowling Green State University 2011 — 2015
Bachelor of Science (BS), Business Administration, Applied Economics
Emmanuel Christian High School
Hong Kong Baptist University
Morgan Stanley February 2014 - May 2015
Bowling Green State University January 2012 - December 2014
Under Armour May 2012 - August 2012
United Way of Greater Toledo December 2011 - April 2012
Lowe Construction August 2010 - September 2011
Gap Inc./Banana Republic February 2010 - August 2011
Skills
Public Speaking, Human Resources, Creative Writing, Customer Service, Recruiting
Education
Bowling Green State University 2011 — 2015
Bachelor of Science (BS), Business Administration, Applied Economics
Emmanuel Christian High School
Hong Kong Baptist University
Judd R Giffin Judd R Giffin's Morgan Stanley Experience 2002 - 2005
Job Senior Engineer / Principal at Snarr Giffin & Associates, Inc
Industry Civil Engineering
Experience
Snarr Giffin & Associates, Inc February 2009 - Present
The Foth Companies May 2005 - February 2009
Morgan Stanley 2002 - 2005
McClure Engineering 1996 - 2001
Illinois Department of Transportation 1990 - 1996
Skills
Civil Engineering, Engineering, AutoCAD, Project Engineering, Drainage, Highways, Road, Structural Engineering, Structural Analysis, Concrete, Stormwater Management, CAD
Education
Bradley University 1994 — 1997
Bachelor of Science (BS), Civil Engineering
Illinois Central College 1990 — 1993
Snarr Giffin & Associates, Inc February 2009 - Present
The Foth Companies May 2005 - February 2009
Morgan Stanley 2002 - 2005
McClure Engineering 1996 - 2001
Illinois Department of Transportation 1990 - 1996
Skills
Civil Engineering, Engineering, AutoCAD, Project Engineering, Drainage, Highways, Road, Structural Engineering, Structural Analysis, Concrete, Stormwater Management, CAD
Education
Bradley University 1994 — 1997
Bachelor of Science (BS), Civil Engineering
Illinois Central College 1990 — 1993
Sherrie Brown, PMP, COP, PHR's Morgan Stanley Experience January 2000 - January 2005
Job Program Manager at PwC
Industry Accounting
Experience
PwC January 2013 - Present
PwC September 2009 - Present
PwC September 2005 - September 2009
PwC September 2005 - June 2006
Morgan Stanley January 2000 - January 2005
Skills
Strategy, Leadership, Management, Training, Analysis, Human Resources, Integration, Finance, Negotiation, Interviews, Internal Audit, New Business Development, Stakeholder Management, Workshop Facilitation, Management Consulting, Relationship Management
Education
Bowie State University 2003 — 2005
MA, Human Resource Development
Oakwood College
Bachelor's degree, Human Resources Management and Services
PwC January 2013 - Present
PwC September 2009 - Present
PwC September 2005 - September 2009
PwC September 2005 - June 2006
Morgan Stanley January 2000 - January 2005
Skills
Strategy, Leadership, Management, Training, Analysis, Human Resources, Integration, Finance, Negotiation, Interviews, Internal Audit, New Business Development, Stakeholder Management, Workshop Facilitation, Management Consulting, Relationship Management
Education
Bowie State University 2003 — 2005
MA, Human Resource Development
Oakwood College
Bachelor's degree, Human Resources Management and Services
Nick Kruse Nick Kruse's Morgan Stanley Experience May 2006 - February 2008
Job Marketing & Business Development at TerraSky Inc
Industry Marketing and Advertising
Experience
TerraSky Inc 2013 - December 2014
BigMachines July 2010 - February 2013
BigMachines June 2009 - July 2010
CDW April 2008 - May 2009
Morgan Stanley May 2006 - February 2008
Morgan Stanley Credit Corp. August 2005 - May 2006
Skills
SaaS, Salesforce.com, Cloud Computing, Enterprise Software, Solution Selling, Sales Process, Lead Generation, New Business Development, CRM, Account Management, Direct Sales, Business Development, Sales Management, Sales, Professional Services, Strategic Partnerships, Go-to-market Strategy, Business Alliances, Bass Fishing
Education
Bradley University 1999 — 2003
Bachelor of Arts, Advertising, Marketing and Professional Sales
Fenwick High School 1995 — 1999
TerraSky Inc 2013 - December 2014
BigMachines July 2010 - February 2013
BigMachines June 2009 - July 2010
CDW April 2008 - May 2009
Morgan Stanley May 2006 - February 2008
Morgan Stanley Credit Corp. August 2005 - May 2006
Skills
SaaS, Salesforce.com, Cloud Computing, Enterprise Software, Solution Selling, Sales Process, Lead Generation, New Business Development, CRM, Account Management, Direct Sales, Business Development, Sales Management, Sales, Professional Services, Strategic Partnerships, Go-to-market Strategy, Business Alliances, Bass Fishing
Education
Bradley University 1999 — 2003
Bachelor of Arts, Advertising, Marketing and Professional Sales
Fenwick High School 1995 — 1999
Karen Yichun Liu's Morgan Stanley Experience July 2013 - August 2013
Job MA candidate in International Economics and Finance Brandeis International Business School
Industry Financial Services
Experience
China Minsheng Investment（中民投） March 2015 - July 2015
eDataSource July 2014 - September 2014
Morgan Stanley July 2013 - August 2013
Standard Chartered Bank July 2013 - August 2013
Franklin & Marshall College-Hackman Summer Research Award May 2013 - June 2013
Social Entrepreneur Corps June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - August 2011
Skills
Stata, Econometrics, Leadership, Quantitative Research, Qualitative Data, SPSS, Public Speaking, Event Planning, Social Media
Education
Brandeis International Business School 2015 — 2017
Master of Arts (M.A.), International Economics and Finance
Franklin & Marshall College 2010 — 2014
bachelor, Economics
China Minsheng Investment（中民投） March 2015 - July 2015
eDataSource July 2014 - September 2014
Morgan Stanley July 2013 - August 2013
Standard Chartered Bank July 2013 - August 2013
Franklin & Marshall College-Hackman Summer Research Award May 2013 - June 2013
Social Entrepreneur Corps June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - August 2011
Skills
Stata, Econometrics, Leadership, Quantitative Research, Qualitative Data, SPSS, Public Speaking, Event Planning, Social Media
Education
Brandeis International Business School 2015 — 2017
Master of Arts (M.A.), International Economics and Finance
Franklin & Marshall College 2010 — 2014
bachelor, Economics
Doug Erlacher Doug Erlacher's Morgan Stanley Experience October 1991 - September 2004
Job Senior Financial Advisor at Wells Fargo Advisors, LLC Senior Vice President
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Advisors, LLC September 2004 - October 2013
Morgan Stanley October 1991 - September 2004
Skills
Finance, Investments, Wealth, Alternative Investments, Insurance, High Net Worth..., Asset Allocation, Securities, Retirement Planning, Mutual Funds, Financial Services, Management
Education
Emory University School of Law 1978 — 1981
JD, Law
Bowdoin College 1969 — 1973
BA, Double Majors: American History and Government/Legal Studies
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Advisors, LLC September 2004 - October 2013
Morgan Stanley October 1991 - September 2004
Skills
Finance, Investments, Wealth, Alternative Investments, Insurance, High Net Worth..., Asset Allocation, Securities, Retirement Planning, Mutual Funds, Financial Services, Management
Education
Emory University School of Law 1978 — 1981
JD, Law
Bowdoin College 1969 — 1973
BA, Double Majors: American History and Government/Legal Studies
Jeffrey Cherkin's Morgan Stanley Experience June 2012 - August 2013
Job Corporate & Investment Banking Summer Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - August 2015
City of Boston, Department of Neighborhood Development June 2014 - August 2014
Morgan Stanley June 2012 - August 2013
Skills
Equities, Portfolio Management, Public Speaking, Microsoft Office, Leadership, Research, Investment Management, Investment Strategies, Options, Alternative Investments, Market Research, Hedge Funds, Wealth Management, Asset Management, Bloomberg, Options Strategies, Technical Analysis, Microsoft Excel, Entrepreneurship, Start-ups, ETFs, Investments, Social Media, Investment Banking, Private Equity
Education
Brandeis International Business School 2015 — 2017
Master's Degree, International Economics and Finance
Brandeis University 2013 — 2016
Bachelor's Degree, Economics with Minor in Business
Half Hollow Hills East 2009 — 2013
High School
Citi June 2015 - August 2015
City of Boston, Department of Neighborhood Development June 2014 - August 2014
Morgan Stanley June 2012 - August 2013
Skills
Equities, Portfolio Management, Public Speaking, Microsoft Office, Leadership, Research, Investment Management, Investment Strategies, Options, Alternative Investments, Market Research, Hedge Funds, Wealth Management, Asset Management, Bloomberg, Options Strategies, Technical Analysis, Microsoft Excel, Entrepreneurship, Start-ups, ETFs, Investments, Social Media, Investment Banking, Private Equity
Education
Brandeis International Business School 2015 — 2017
Master's Degree, International Economics and Finance
Brandeis University 2013 — 2016
Bachelor's Degree, Economics with Minor in Business
Half Hollow Hills East 2009 — 2013
High School
Beth Mandel's Morgan Stanley Experience July 2005 - June 2007
Job Owner at BWPW Photography LLC
Industry Photography
Experience
BWPW Photography LLC June 2011 - Present
The News & Observer June 2012 - Present
The Republik March 2013 - February 2014
Health Decisions January 2012 - June 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Morgan Stanley Smith Barney March 2008 - September 2010
Morgan Stanley Smith Barney July 2007 - February 2008
Morgan Stanley July 2005 - June 2007
Morgan Stanley June 2004 - August 2004
U.S. House of Representatives June 2002 - August 2002
Education
Brandeis University 2001 — 2005
Bachelor of Arts, History & Political Science
North Farmington High School 1999 — 2001
Parsippany High School 1997 — 1999
BWPW Photography LLC June 2011 - Present
The News & Observer June 2012 - Present
The Republik March 2013 - February 2014
Health Decisions January 2012 - June 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Morgan Stanley Smith Barney March 2008 - September 2010
Morgan Stanley Smith Barney July 2007 - February 2008
Morgan Stanley July 2005 - June 2007
Morgan Stanley June 2004 - August 2004
U.S. House of Representatives June 2002 - August 2002
Education
Brandeis University 2001 — 2005
Bachelor of Arts, History & Political Science
North Farmington High School 1999 — 2001
Parsippany High School 1997 — 1999
Bradley Dana Bradley Dana's Morgan Stanley Experience February 2014 - Present
Job Customer Care Representative / Technology Training Representative at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
JPMorgan Chase September 2012 - February 2014
Chase October 2003 - August 2012
Chase June 1999 - October 2003
Skills
Mortgage Servicing, Team Management, Team Building, Training, Customer Contact, Compliance, User Acceptance Testing, Process Improvement, Loss Mitigation, Customer Service, Accounts Payable, Collections, Credit Cards, Parts, Scanners, Printers, Mail Sorting, Inventory Management, Mortgage Banking, Vendor Management, Banking
Education
The Ohio State University 1991 — 1997
Bachelor of Arts (BA), Aviation/Airway Management and Operations
Bowling Green State University 1989 — 1991
Morgan Stanley February 2014 - Present
JPMorgan Chase September 2012 - February 2014
Chase October 2003 - August 2012
Chase June 1999 - October 2003
Skills
Mortgage Servicing, Team Management, Team Building, Training, Customer Contact, Compliance, User Acceptance Testing, Process Improvement, Loss Mitigation, Customer Service, Accounts Payable, Collections, Credit Cards, Parts, Scanners, Printers, Mail Sorting, Inventory Management, Mortgage Banking, Vendor Management, Banking
Education
The Ohio State University 1991 — 1997
Bachelor of Arts (BA), Aviation/Airway Management and Operations
Bowling Green State University 1989 — 1991
Christopher I. O'Brien, ChFC Christopher I. O'Brien, ChFC's Morgan Stanley Experience 2003 - 2008
Job Portfolio Manager; Vice President Investments; Financial Advisor Green Mountain Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. 2008 - Present
Morgan Stanley 2003 - 2008
Murphy, Hesse, Toomey & Lehane, LLP 2002 - 2003
Deloitte & Touche, LLP 1996 - 2002
Education
Boston University School of Law 1998 — 2001
LL.M., Tax Law
Syracuse University College of Law 1993 — 1996
J.D., Business Law
University of Vermont 1987 — 1991
B.S., Business
UBS Financial Services, Inc. 2008 - Present
Morgan Stanley 2003 - 2008
Murphy, Hesse, Toomey & Lehane, LLP 2002 - 2003
Deloitte & Touche, LLP 1996 - 2002
Education
Boston University School of Law 1998 — 2001
LL.M., Tax Law
Syracuse University College of Law 1993 — 1996
J.D., Business Law
University of Vermont 1987 — 1991
B.S., Business
Jaimie Thor Jaimie Thor's Morgan Stanley Experience April 2011 - June 2012
Job Human Resources Business Partner at K12
Industry Human Resources
Experience
K12 April 2014 - January 2015
Thrivent Financial for Lutherans June 2012 - January 2013
Morgan Stanley April 2011 - June 2012
DANA HOLDING CORPORATION 2007 - 2010
BENORE LOGISTIC SYSTEMS 2004 - 2005
CONVERGYS CORPORATION 2000 - 2004
SUNSHINE INCORPORATED OF NORTHWEST OHIO 1990 - 2000
Skills
Performance Management, Succession Planning, Training, Organizational..., Deferred Compensation, Customer Service, FMLA, Human Resources, Operations Management, Payroll, Team Building, Budgets, Workforce Planning, Interviews, Leadership, Program Management, Management, Strategic Planning, Vendor Management, Change Management, Policy, Forecasting, Coaching
Education
University of Toledo 2009 — 2010
MBA
Bowling Green State University
Graduate
STC Interactive Series 7 course
Series 7 Certification
University of Toledo
Bachelors Degree
K12 April 2014 - January 2015
Thrivent Financial for Lutherans June 2012 - January 2013
Morgan Stanley April 2011 - June 2012
DANA HOLDING CORPORATION 2007 - 2010
BENORE LOGISTIC SYSTEMS 2004 - 2005
CONVERGYS CORPORATION 2000 - 2004
SUNSHINE INCORPORATED OF NORTHWEST OHIO 1990 - 2000
Skills
Performance Management, Succession Planning, Training, Organizational..., Deferred Compensation, Customer Service, FMLA, Human Resources, Operations Management, Payroll, Team Building, Budgets, Workforce Planning, Interviews, Leadership, Program Management, Management, Strategic Planning, Vendor Management, Change Management, Policy, Forecasting, Coaching
Education
University of Toledo 2009 — 2010
MBA
Bowling Green State University
Graduate
STC Interactive Series 7 course
Series 7 Certification
University of Toledo
Bachelors Degree
Phillip Miele (pmiele@paycor.com) Phillip Miele (pmiele@paycor.com)'s Morgan Stanley Experience August 2002 - May 2005
Job Sales Trainer, Paycor
Industry Capital Markets
Experience
Paycor April 2014 - Present
Paycor June 2013 - Present
Paycor, Inc. June 2012 - June 2013
TEKsystems March 2008 - June 2012
TEKsystems June 2005 - March 2008
Morgan Stanley August 2002 - May 2005
Skills
Recruiting, Sales, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Sourcing, Temporary Placement, Information Technology, Business Analysis, Benefits Negotiation, Business Networking, Full time placement, Relationship and..., Mentoring and Training, Mentoring, Employee Relations, Networking, Training, Human Resources, Leadership, Management, Strategy
Education
Bradley University 2001 — 2005
Bachelor of Science, Marketing and Sales
Wheaton Warrenville South High School 1997 — 2001
H.S. Diploma, Pre-Business focus
Paycor April 2014 - Present
Paycor June 2013 - Present
Paycor, Inc. June 2012 - June 2013
TEKsystems March 2008 - June 2012
TEKsystems June 2005 - March 2008
Morgan Stanley August 2002 - May 2005
Skills
Recruiting, Sales, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Sourcing, Temporary Placement, Information Technology, Business Analysis, Benefits Negotiation, Business Networking, Full time placement, Relationship and..., Mentoring and Training, Mentoring, Employee Relations, Networking, Training, Human Resources, Leadership, Management, Strategy
Education
Bradley University 2001 — 2005
Bachelor of Science, Marketing and Sales
Wheaton Warrenville South High School 1997 — 2001
H.S. Diploma, Pre-Business focus
Shannon Karrenbauer Shannon Karrenbauer's Morgan Stanley Experience September 2012 - May 2013
Job Results oriented Organizational Development professional with a demonstrated track record of exceptional performance.
Industry Executive Office
Experience
Morgan Stanley September 2012 - May 2013
Universal Gymnasts June 2012 - May 2013
Let it Shine Gymnastics August 2010 - April 2012
University of Phoenix May 2009 - September 2010
Zimmer Orthopaedic Surgical Products, Inc. June 2009 - August 2010
Audit Bureau of Circulations June 2008 - January 2009
Bowling Green State University August 2005 - June 2008
Bowling Green State University August 2004 - May 2008
Skills
Strategic Planning, Process Improvement, Organizational..., Team Leadership, Problem Solving, Teambuilding, Program Planning, Organization/Efficiency, Performance-based..., High Computer Competency, Team Building, Event Planning
Education
University of Phoenix 2009 — 2011
Masters, Business Administration/Project Management
Bowling Green State University 2004 — 2008
Bachelors of Science, Business Administration, Outdoor Recreation
Morgan Stanley September 2012 - May 2013
Universal Gymnasts June 2012 - May 2013
Let it Shine Gymnastics August 2010 - April 2012
University of Phoenix May 2009 - September 2010
Zimmer Orthopaedic Surgical Products, Inc. June 2009 - August 2010
Audit Bureau of Circulations June 2008 - January 2009
Bowling Green State University August 2005 - June 2008
Bowling Green State University August 2004 - May 2008
Skills
Strategic Planning, Process Improvement, Organizational..., Team Leadership, Problem Solving, Teambuilding, Program Planning, Organization/Efficiency, Performance-based..., High Computer Competency, Team Building, Event Planning
Education
University of Phoenix 2009 — 2011
Masters, Business Administration/Project Management
Bowling Green State University 2004 — 2008
Bachelors of Science, Business Administration, Outdoor Recreation
Tessa Bonello's Morgan Stanley Experience February 2015 - Present
Job Professional
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Heartland Bank and Trust Company July 2013 - February 2015
Peoria Area Chamber of Commerce October 2011 - July 2013
Brighton Collectibles February 2011 - December 2011
The Kepple Team Real Estate Group September 2009 - October 2010
Skills
Event Planning, Time Management, Team Leadership, Coaching, Online Advertising, Management, Marketing, Social Media, Fundraising, Sales Management, Customer Service, Nonprofits, Sales, Retail, Business Development, Strategic Planning, Project Management, Sellers, New Business Development, Social Networking, Marketing Strategy, Microsoft Office, Project Planning, Media Relations, Public Relations, Organizational..., Community Outreach, Loans, Budgets, Leadership Development, Recruiting, Listings, Public Speaking, Email Marketing, Advertising, Team Building, Social Media Marketing, Marketing Communications, PowerPoint, Volunteer Management, Leadership, Data Entry, Residential Homes, Microsoft Excel, Training, Community Development, Press Releases, Account Management, Event Management, Newsletters
Education
Bradley University 2003 — 2007
Bachelors, Political Science, History
Morgan Stanley February 2015 - Present
Heartland Bank and Trust Company July 2013 - February 2015
Peoria Area Chamber of Commerce October 2011 - July 2013
Brighton Collectibles February 2011 - December 2011
The Kepple Team Real Estate Group September 2009 - October 2010
Skills
Event Planning, Time Management, Team Leadership, Coaching, Online Advertising, Management, Marketing, Social Media, Fundraising, Sales Management, Customer Service, Nonprofits, Sales, Retail, Business Development, Strategic Planning, Project Management, Sellers, New Business Development, Social Networking, Marketing Strategy, Microsoft Office, Project Planning, Media Relations, Public Relations, Organizational..., Community Outreach, Loans, Budgets, Leadership Development, Recruiting, Listings, Public Speaking, Email Marketing, Advertising, Team Building, Social Media Marketing, Marketing Communications, PowerPoint, Volunteer Management, Leadership, Data Entry, Residential Homes, Microsoft Excel, Training, Community Development, Press Releases, Account Management, Event Management, Newsletters
Education
Bradley University 2003 — 2007
Bachelors, Political Science, History
Andrew Dietz Andrew Dietz's Morgan Stanley Experience June 2014 - Present
Job Institutional Marketing for Merchant Banking & Real Estate Investing
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
ASB Capital Management March 2012 - May 2014
KBW September 2010 - January 2012
Eastdil Secured November 2003 - June 2010
Credit Suisse July 2000 - July 2003
Skills
Private Equity, Investment Management, Equities
Education
Yale School of Management 1996 — 1998
MBA, Finance
Brandeis University 1988 — 1992
BA, Political Science
Morgan Stanley June 2014 - Present
ASB Capital Management March 2012 - May 2014
KBW September 2010 - January 2012
Eastdil Secured November 2003 - June 2010
Credit Suisse July 2000 - July 2003
Skills
Private Equity, Investment Management, Equities
Education
Yale School of Management 1996 — 1998
MBA, Finance
Brandeis University 1988 — 1992
BA, Political Science
Brian Escobedo Brian Escobedo's Morgan Stanley Experience September 2007 - October 2009
Job Portfolio Manager
Industry Financial Services
Experience
Highland Capital Management, LLC November 2014 - Present
Capital Guardian LLC February 2014 - June 2014
Susquehanna International Group June 2010 - January 2014
Pershing November 2009 - July 2010
Morgan Stanley September 2007 - October 2009
Skills
Series 7, Equities, Bloomberg, Fixed Income, Series 63, Securities, Capital Markets, Bonds, Trading, Electronic Trading, Options, Portfolio Management, Derivatives, Hedge Funds, Trading Systems, Equity Trading, Proprietary Trading, ETFs
Education
Bowling Green State University 2000 — 2004
BS, Finance
Highland Capital Management, LLC November 2014 - Present
Capital Guardian LLC February 2014 - June 2014
Susquehanna International Group June 2010 - January 2014
Pershing November 2009 - July 2010
Morgan Stanley September 2007 - October 2009
Skills
Series 7, Equities, Bloomberg, Fixed Income, Series 63, Securities, Capital Markets, Bonds, Trading, Electronic Trading, Options, Portfolio Management, Derivatives, Hedge Funds, Trading Systems, Equity Trading, Proprietary Trading, ETFs
Education
Bowling Green State University 2000 — 2004
BS, Finance
GUANXIONG(Barbara) ZHANG GUANXIONG(Barbara) ZHANG's Morgan Stanley Experience January 2014 - Present
Job Internal Trades Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
State Street Bank August 2013 - Present
Local Enterprise Assistance Fund February 2012 - August 2012
Deloitte & Touche Tax Technologies June 2010 - September 2010
Bank of China (Hong Kong) June 2009 - September 2009
Toyota Financial Services June 2008 - September 2008
Skills
SQL, Matlab, Microsoft Applications, Equity Research, Financial Analysis, Bloomberg, Valuation, Quantitative Analytics, Portfolio Management, Mandarin
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts (M.A.), International Finance
Bentley University 2012 — 2012
Part-time Student, Accounting, 3.7
Zhejiang University 2007 — 2011
Bachelor of Science (B.S.), Finance and Banking, 3.88/4.0
UCLA 2009 — 2009
Exchange student, Finance, General, 4.0
Morgan Stanley January 2014 - Present
State Street Bank August 2013 - Present
Local Enterprise Assistance Fund February 2012 - August 2012
Deloitte & Touche Tax Technologies June 2010 - September 2010
Bank of China (Hong Kong) June 2009 - September 2009
Toyota Financial Services June 2008 - September 2008
Skills
SQL, Matlab, Microsoft Applications, Equity Research, Financial Analysis, Bloomberg, Valuation, Quantitative Analytics, Portfolio Management, Mandarin
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts (M.A.), International Finance
Bentley University 2012 — 2012
Part-time Student, Accounting, 3.7
Zhejiang University 2007 — 2011
Bachelor of Science (B.S.), Finance and Banking, 3.88/4.0
UCLA 2009 — 2009
Exchange student, Finance, General, 4.0
Vincent Deamon Vincent Deamon's Morgan Stanley Experience 2002 - 2005
Job Warehouse Supervisor at DPI Dedicated Logistics
Industry Logistics and Supply Chain
Experience
DPI - Dedicated Logistics September 2013 - Present
Brightstar August 2012 - February 2014
CEVA Logistics November 2010 - August 2012
Jacobson Rost May 2010 - August 2010
Morgan Stanley 2002 - 2005
Skills
Public Speaking, Logistics, Logistics Management, Reverse Logistics, Operational Excellence, Microsoft Suites, Motivational Speaking, Written & Verbal..., Organizational..., Process Improvement, Problem Solving, Creative Solutions..., Work in A Fast Paced..., Managing Start-ups, Customer Engagement, Sales, Microsoft Word, Public Relations, Customer Service, Event Planning, Leadership, Microsoft Office, Operations Management, Supply Chain Management, Team Leadership, Cross-functional Team..., Continuous Improvement, Leadership Development, Team Building, Employee Relations, PowerPoint, Time Management, Management, Six Sigma, Project Management
Education
Bradley University 2005 — 2009
Bachelor of Science, Communication & Advertising
ACT Charter High School 2001 — 2005
High School diploma
DPI - Dedicated Logistics September 2013 - Present
Brightstar August 2012 - February 2014
CEVA Logistics November 2010 - August 2012
Jacobson Rost May 2010 - August 2010
Morgan Stanley 2002 - 2005
Skills
Public Speaking, Logistics, Logistics Management, Reverse Logistics, Operational Excellence, Microsoft Suites, Motivational Speaking, Written & Verbal..., Organizational..., Process Improvement, Problem Solving, Creative Solutions..., Work in A Fast Paced..., Managing Start-ups, Customer Engagement, Sales, Microsoft Word, Public Relations, Customer Service, Event Planning, Leadership, Microsoft Office, Operations Management, Supply Chain Management, Team Leadership, Cross-functional Team..., Continuous Improvement, Leadership Development, Team Building, Employee Relations, PowerPoint, Time Management, Management, Six Sigma, Project Management
Education
Bradley University 2005 — 2009
Bachelor of Science, Communication & Advertising
ACT Charter High School 2001 — 2005
High School diploma
Fariha (Mahmud) Greenwood Fariha (Mahmud) Greenwood's Morgan Stanley Experience June 2006 - August 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2010 - Present
Goldman Sachs October 2006 - April 2010
Morgan Stanley June 2006 - August 2006
Bowdoin College 2005 - May 2006
Skills
Relationship Management, Asset Managment, Investment Management, Project Management, Consulting, Business Strategy, Business Development, Training, Portfolio Management, Client Prospecting, College Recruiting, Event Planning, Coordinating Events, Analytical Skills, Wealth Management..., Trading, Asset Management, Fixed Income, Financial Modeling
Education
Bowdoin College 2002 — 2006
B.A., Government & Legal Studies, Gender and Women's Studies & minor concentration in Education
Nashua High School 1999 — 2002
Goldman Sachs May 2010 - Present
Goldman Sachs October 2006 - April 2010
Morgan Stanley June 2006 - August 2006
Bowdoin College 2005 - May 2006
Skills
Relationship Management, Asset Managment, Investment Management, Project Management, Consulting, Business Strategy, Business Development, Training, Portfolio Management, Client Prospecting, College Recruiting, Event Planning, Coordinating Events, Analytical Skills, Wealth Management..., Trading, Asset Management, Fixed Income, Financial Modeling
Education
Bowdoin College 2002 — 2006
B.A., Government & Legal Studies, Gender and Women's Studies & minor concentration in Education
Nashua High School 1999 — 2002
Mark Reisman's Morgan Stanley Experience May 2007 - September 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Morgan Stanley May 2007 - September 2009
Education
Bowling Green State University 1966 — 1970
BS, Business
Merrill Lynch September 2009 - Present
Morgan Stanley May 2007 - September 2009
Education
Bowling Green State University 1966 — 1970
BS, Business
Bob Kopp Bob Kopp's Morgan Stanley Experience January 1984 - February 2002
Job Realtor at Roman Realty Group
Industry Real Estate
Experience
Roman Realty Group April 2009 - Present
RE/MAX Excels October 2002 - April 2009
Morgan Stanley January 1984 - February 2002
Education
University of Toledo College of Law 1980 — 1982
Bowling Green State University 1975 — 1979
BS, Business
Roman Realty Group April 2009 - Present
RE/MAX Excels October 2002 - April 2009
Morgan Stanley January 1984 - February 2002
Education
University of Toledo College of Law 1980 — 1982
Bowling Green State University 1975 — 1979
BS, Business
Hafeez Esmail's Morgan Stanley Experience March 2005 - April 2006
Job CCO at Main Management, LLC
Industry Investment Management
Experience
Main Management, LLC January 2013 - Present
Main Management LLC September 2007 - January 2013
Merrill Lynch April 2006 - September 2007
Morgan Stanley March 2005 - April 2006
Skills
ETFs, Alternative Investments, Series 7, Asset Allocation, Equities, Investments, Mutual Funds, Capital Markets, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Private Equity, Fixed Income, Series 66
Education
Seton Hall University School of Law 1997 — 2000
J.D., Law
Bowdoin College 1990 — 1994
A.B., Government & Economics
St Marks School 1988 — 1990
Diploma, High school
Hillcrest Secondary School
Main Management, LLC January 2013 - Present
Main Management LLC September 2007 - January 2013
Merrill Lynch April 2006 - September 2007
Morgan Stanley March 2005 - April 2006
Skills
ETFs, Alternative Investments, Series 7, Asset Allocation, Equities, Investments, Mutual Funds, Capital Markets, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Private Equity, Fixed Income, Series 66
Education
Seton Hall University School of Law 1997 — 2000
J.D., Law
Bowdoin College 1990 — 1994
A.B., Government & Economics
St Marks School 1988 — 1990
Diploma, High school
Hillcrest Secondary School
Erin Killilea Erin Killilea's Morgan Stanley Experience February 2013 - April 2015
Job Accountant at Victoria's Secret
Industry Accounting
Experience
Victoria's Secret April 2015 - Present
H&R Block October 2014 - Present
Morgan Stanley February 2013 - April 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Compensation Structures, Spreadsheets, Accounting, Tax, Public Speaking, Social Media, Social Networking
Education
University of Phoenix 2014 — 2016
Master's degree, Accounting
Bowling Green State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Victoria's Secret April 2015 - Present
H&R Block October 2014 - Present
Morgan Stanley February 2013 - April 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Compensation Structures, Spreadsheets, Accounting, Tax, Public Speaking, Social Media, Social Networking
Education
University of Phoenix 2014 — 2016
Master's degree, Accounting
Bowling Green State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Barry Clarke Barry Clarke's Morgan Stanley Experience July 2008 - August 2008
Job Sports Consulting at Creative Artists Agency
Industry Sports
Experience
Creative Artists Agency December 2013 - Present
American Metal Market September 2013 - November 2013
Bloomberg LP December 2012 - August 2013
Bloomberg LP June 2011 - August 2011
Brant Lake Camp June 2010 - August 2010
National Urban League August 2009 - August 2009
Morgan Stanley July 2008 - August 2008
Morgan Stanley July 2007 - August 2007
Skills
Social Media, Research, Public Speaking, Microsoft Office, Bloomberg, Microsoft Excel, PowerPoint, Editing, Teaching, Data Analysis, Spanish, Hedge Funds, SPSS, Bloomberg Terminal, Financial Modeling, Economics, Sports Marketing
Education
Bowdoin College 2008 — 2012
Bachelor of Arts, Government and Legal Studies
DIS - Danish Institute for Study Abroad 2011 — 2011
European Politics and Society, The European Union
The Taft School 2004 — 2008
Creative Artists Agency December 2013 - Present
American Metal Market September 2013 - November 2013
Bloomberg LP December 2012 - August 2013
Bloomberg LP June 2011 - August 2011
Brant Lake Camp June 2010 - August 2010
National Urban League August 2009 - August 2009
Morgan Stanley July 2008 - August 2008
Morgan Stanley July 2007 - August 2007
Skills
Social Media, Research, Public Speaking, Microsoft Office, Bloomberg, Microsoft Excel, PowerPoint, Editing, Teaching, Data Analysis, Spanish, Hedge Funds, SPSS, Bloomberg Terminal, Financial Modeling, Economics, Sports Marketing
Education
Bowdoin College 2008 — 2012
Bachelor of Arts, Government and Legal Studies
DIS - Danish Institute for Study Abroad 2011 — 2011
European Politics and Society, The European Union
The Taft School 2004 — 2008
Tom Davis's Morgan Stanley Experience July 2005 - July 2008
Job Vice President at General Atlantic
Industry Investment Management
Experience
General Atlantic August 2013 - Present
Stanford Graduate School of Business September 2011 - June 2013
San Francisco 49ers June 2012 - December 2012
General Atlantic August 2008 - August 2011
Morgan Stanley July 2005 - July 2008
Skills
LBO, Private Equity, Investment Banking, Investments, Mergers, Valuation, Financial Modeling, Venture Capital, Equities, Corporate Finance, Due Diligence, Financial Analysis, Entrepreneurship, Equity Research
Education
Stanford University Graduate School of Business 2011 — 2013
Master in Business Administration
Bowdoin College 2001 — 2005
B.A., Government and Legal Studies, Spanish
General Atlantic August 2013 - Present
Stanford Graduate School of Business September 2011 - June 2013
San Francisco 49ers June 2012 - December 2012
General Atlantic August 2008 - August 2011
Morgan Stanley July 2005 - July 2008
Skills
LBO, Private Equity, Investment Banking, Investments, Mergers, Valuation, Financial Modeling, Venture Capital, Equities, Corporate Finance, Due Diligence, Financial Analysis, Entrepreneurship, Equity Research
Education
Stanford University Graduate School of Business 2011 — 2013
Master in Business Administration
Bowdoin College 2001 — 2005
B.A., Government and Legal Studies, Spanish
Harry Palmin Harry Palmin's Morgan Stanley Experience 1993 - 1996
Job President | CEO | Board Director at Acer Therapeutics Inc.
Industry Biotechnology
Experience
Acer Therapeutics Inc. December 2013 - Present
Extera Partners September 2013 - Present
Novelos Therapeutics, Inc. 1998 - October 2013
Lehman Brothers 1996 - 1998
Morgan Stanley 1993 - 1996
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
M.A., International Economics and Finance
Copenhagen Business School 1992 — 1992
M.A. Program in International Business; Fall Semester
Brandeis University 1988 — 1992
B.A., Economics, Business Minor
London School of Economics and Political Science 1990 — 1991
General Course, Economics; 3rd Year
Acer Therapeutics Inc. December 2013 - Present
Extera Partners September 2013 - Present
Novelos Therapeutics, Inc. 1998 - October 2013
Lehman Brothers 1996 - 1998
Morgan Stanley 1993 - 1996
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
M.A., International Economics and Finance
Copenhagen Business School 1992 — 1992
M.A. Program in International Business; Fall Semester
Brandeis University 1988 — 1992
B.A., Economics, Business Minor
London School of Economics and Political Science 1990 — 1991
General Course, Economics; 3rd Year
Sean Whalen, CFP® Sean Whalen, CFP®'s Morgan Stanley Experience January 2001 - October 2004
Job VP
Industry Financial Services
Experience
Santander Bank, N.A. July 2006 - Present
Commonwealth of Massachusetts October 2004 - July 2006
Morgan Stanley January 2001 - October 2004
Bear, Stearns & Co September 1998 - January 2001
Skills
Series 7, Series 63, Customer Service, Outlook, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Teaching, Series 65, FINRA, English, Windows, Public Speaking, Series 24, Series 31, Certified Financial...
Education
Brandeis International Business School 2005 — 2007
Master's degree, Finance
Seton Hall University 1994 — 1998
BS, Business Administration and Management, General
Santander Bank, N.A. July 2006 - Present
Commonwealth of Massachusetts October 2004 - July 2006
Morgan Stanley January 2001 - October 2004
Bear, Stearns & Co September 1998 - January 2001
Skills
Series 7, Series 63, Customer Service, Outlook, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Teaching, Series 65, FINRA, English, Windows, Public Speaking, Series 24, Series 31, Certified Financial...
Education
Brandeis International Business School 2005 — 2007
Master's degree, Finance
Seton Hall University 1994 — 1998
BS, Business Administration and Management, General
Andrew Sargeantson Andrew Sargeantson's Morgan Stanley Experience July 2011 - July 2013
Job Associate at Sunland Trading, INC
Industry Financial Services
Experience
Sunland Trading, INC July 2013 - Present
Morgan Stanley July 2011 - July 2013
Morgan Stanley July 2010 - July 2011
Morgan Stanley July 2008 - July 2010
Education
Bowdoin College 2005 — 2008
Bachelor of Arts (B.A.), Economics
Sunland Trading, INC July 2013 - Present
Morgan Stanley July 2011 - July 2013
Morgan Stanley July 2010 - July 2011
Morgan Stanley July 2008 - July 2010
Education
Bowdoin College 2005 — 2008
Bachelor of Arts (B.A.), Economics
brian deckard brian deckard's Morgan Stanley Experience March 1984 - Present
Job first vp wealth mgmt at morgan stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 1984 - Present
Morgan Stanley March 1984 - Present
Education
Indiana University Bloomington 1981 — 1983
B.S, finance
Bradley University 1980 — 1981
Morgan Stanley Private Wealth Management March 1984 - Present
Morgan Stanley March 1984 - Present
Education
Indiana University Bloomington 1981 — 1983
B.S, finance
Bradley University 1980 — 1981
Eric Berls's Morgan Stanley Experience 2005 - 2007
Job
Industry Financial Services
Experience
Berls Asset Management 2009 - Present
Charles Schwab 2007 - 2009
Morgan Stanley 2005 - 2007
Motorola 2003 - 2005
Motorola 2001 - 2003
Motorola 1998 - 2001
Motorola 1995 - 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Marketing / Finance
The George Washington University 1999 — 2001
Master's Certificate, Project Management
Bradley University 1990 — 1994
B.S., History and Business
Berls Asset Management 2009 - Present
Charles Schwab 2007 - 2009
Morgan Stanley 2005 - 2007
Motorola 2003 - 2005
Motorola 2001 - 2003
Motorola 1998 - 2001
Motorola 1995 - 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Marketing / Finance
The George Washington University 1999 — 2001
Master's Certificate, Project Management
Bradley University 1990 — 1994
B.S., History and Business
Brandon Sweeney Brandon Sweeney's Morgan Stanley Experience September 1998 - January 2000
Job Vice President, U.S. Commercial Business Unit
Industry Computer Software
Experience
VMware July 2014 - Present
VMware December 2011 - Present
VMware January 2009 - December 2011
VMware November 2006 - December 2008
VMware February 2004 - November 2006
Click Commerce January 2003 - February 2004
Allegis June 2001 - December 2003
Morgan Stanley September 1998 - January 2000
IBM September 1989 - August 1996
Skills
Go-to-market Strategy, SaaS, Cloud Computing, Channel, Enterprise Software, Strategic Partnerships, Marketing Strategy, Solution Selling, Business Alliances, Executive Management, Business Development, Sales Enablement, Segmentation, Demand Generation, SMB, Direct Sales, Global Business..., Networking, Professional Services, Sales, Strategic Alliances, Management, International Sales
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing
Bowdoin College 1985 — 1989
BA, Economics, Government
VMware July 2014 - Present
VMware December 2011 - Present
VMware January 2009 - December 2011
VMware November 2006 - December 2008
VMware February 2004 - November 2006
Click Commerce January 2003 - February 2004
Allegis June 2001 - December 2003
Morgan Stanley September 1998 - January 2000
IBM September 1989 - August 1996
Skills
Go-to-market Strategy, SaaS, Cloud Computing, Channel, Enterprise Software, Strategic Partnerships, Marketing Strategy, Solution Selling, Business Alliances, Executive Management, Business Development, Sales Enablement, Segmentation, Demand Generation, SMB, Direct Sales, Global Business..., Networking, Professional Services, Sales, Strategic Alliances, Management, International Sales
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing
Bowdoin College 1985 — 1989
BA, Economics, Government
David Braun David Braun's Morgan Stanley Experience June 2008 - July 2015
Job Financial Institutions Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2015 - Present
Morgan Stanley June 2008 - July 2015
JPMorgan Chase July 2007 - August 2007
JPMorgan Chase July 2006 - August 2006
Skills
Series 7, Bloomberg Terminal, FINRA, Uniform Combined State..., Microsoft Excel, Fixed Income, PowerPoint, Equities, Investments, ThomsonOne, Microsoft Word, Outlook, Lotus Notes, Spanish-speaking, Hedge Funds, Derivatives, Alternative Investments, Series 66, Series 3, Canadian Securities..., Options Strategies, Index Options, Options, Asset Allocation, Convertible Bonds
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Economics & Finance
Brandeis University 2005 — 2008
BA
Columbia Prep 2000 — 2004
Neuberger Berman July 2015 - Present
Morgan Stanley June 2008 - July 2015
JPMorgan Chase July 2007 - August 2007
JPMorgan Chase July 2006 - August 2006
Skills
Series 7, Bloomberg Terminal, FINRA, Uniform Combined State..., Microsoft Excel, Fixed Income, PowerPoint, Equities, Investments, ThomsonOne, Microsoft Word, Outlook, Lotus Notes, Spanish-speaking, Hedge Funds, Derivatives, Alternative Investments, Series 66, Series 3, Canadian Securities..., Options Strategies, Index Options, Options, Asset Allocation, Convertible Bonds
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Economics & Finance
Brandeis University 2005 — 2008
BA
Columbia Prep 2000 — 2004
Mark Luhtanen, CFP® Mark Luhtanen, CFP®'s Morgan Stanley Experience October 2001 - August 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Morgan Stanley October 2001 - August 2005
Shawmut Corporation September 1997 - August 2000
BASF Corporation August 1983 - August 1997
Skills
Securities, Risk Management, Strategic Planning, Financial Analysis, Retirement Plan..., Multi-generational..., Fixed Income Strategies, Business-Owner Planning, Investments
Education
Brandeis University, Lemberg - International Business School 1999 — 2001
Master of Science, Finance
Virginia Polytechnic Institute and State University 1978 — 1983
BS, Chemical Engineering
Wells Fargo Advisors August 2005 - Present
Morgan Stanley October 2001 - August 2005
Shawmut Corporation September 1997 - August 2000
BASF Corporation August 1983 - August 1997
Skills
Securities, Risk Management, Strategic Planning, Financial Analysis, Retirement Plan..., Multi-generational..., Fixed Income Strategies, Business-Owner Planning, Investments
Education
Brandeis University, Lemberg - International Business School 1999 — 2001
Master of Science, Finance
Virginia Polytechnic Institute and State University 1978 — 1983
BS, Chemical Engineering
Cali Tran Cali Tran's Morgan Stanley Experience June 1998 - April 1999
Job President, Valassis Digital
Industry Marketing and Advertising
Experience
Harland Clarke Holding Company, MacAndrews & Forbes portfolio May 2014 - Present
MacAndrews & Forbes April 2013 - May 2014
North Bridge Venture Partners June 2006 - April 2013
Sharethrough 2010 - 2013
Bigfoot Networks 2008 - 2011
Mozes 2006 - 2011
Agilix Labs January 2001 - May 2004
Ancestry.com May 1999 - December 2000
Morgan Stanley June 1998 - April 1999
Credit Suisse First Boston May 1997 - May 1998
Skills
Venture Capital, Start-ups, Product Management, Business Development, Mergers, Corporate Development, Entrepreneurship, Business Strategy, Go-to-market Strategy, Product Marketing, SaaS, Product Development, Private Equity, Strategic Partnerships, Mobile Devices
Education
Harvard Business School 2004 — 2006
MBA, General Management
Bowdoin College 1993 — 1997
AB, History
Harland Clarke Holding Company, MacAndrews & Forbes portfolio May 2014 - Present
MacAndrews & Forbes April 2013 - May 2014
North Bridge Venture Partners June 2006 - April 2013
Sharethrough 2010 - 2013
Bigfoot Networks 2008 - 2011
Mozes 2006 - 2011
Agilix Labs January 2001 - May 2004
Ancestry.com May 1999 - December 2000
Morgan Stanley June 1998 - April 1999
Credit Suisse First Boston May 1997 - May 1998
Skills
Venture Capital, Start-ups, Product Management, Business Development, Mergers, Corporate Development, Entrepreneurship, Business Strategy, Go-to-market Strategy, Product Marketing, SaaS, Product Development, Private Equity, Strategic Partnerships, Mobile Devices
Education
Harvard Business School 2004 — 2006
MBA, General Management
Bowdoin College 1993 — 1997
AB, History
David Houck David Houck's Morgan Stanley Experience September 2004 - May 2005
Job Management Level Financial Professional with 8+ Years of Progressive FP&A and Strategic Marketing Experience
Industry Events Services
Experience
PSAV February 2015 - Present
U.S. Cellular May 2013 - February 2015
U.S. Cellular August 2010 - May 2013
Sigma Chi - Delta Rho - Housing Corp. May 2009 - February 2013
Central States Funds June 2007 - August 2010
RLI Insurance 2006 - 2007
Merrill Lynch January 2006 - August 2006
Morgan Stanley September 2004 - May 2005
Skills
Forecasting, Financial Analysis, Auditing, Budgets, Team Building, Leadership, Finance, Customer Service, Marketing, Management, Strategy, Analysis
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Finance
Bradley University 2003 — 2007
B.S., Finance
Athens High School
Athens High School
PSAV February 2015 - Present
U.S. Cellular May 2013 - February 2015
U.S. Cellular August 2010 - May 2013
Sigma Chi - Delta Rho - Housing Corp. May 2009 - February 2013
Central States Funds June 2007 - August 2010
RLI Insurance 2006 - 2007
Merrill Lynch January 2006 - August 2006
Morgan Stanley September 2004 - May 2005
Skills
Forecasting, Financial Analysis, Auditing, Budgets, Team Building, Leadership, Finance, Customer Service, Marketing, Management, Strategy, Analysis
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Finance
Bradley University 2003 — 2007
B.S., Finance
Athens High School
Athens High School
Anil Babbar's Morgan Stanley Experience March 2006 - November 2007
Job Principal at Metamorphic Group
Industry Investment Management
Experience
Metamorphic Group April 2012 - Present
ASA Capital Partners, LLC June 2008 - Present
Sher Media Partners September 2011 - Present
Tacticus Capital LLC May 2008 - August 2010
Morgan Stanley March 2006 - November 2007
Credit Suisse March 2004 - April 2006
Ivy Asset Management January 2002 - March 2004
2Mobilize, Inc. August 2000 - January 2002
ING Barings (ING Bank) August 1996 - August 2000
Skills
Hedge Funds, Structuring, Structured Products, Derivatives, Private Equity, Origination, Product Development, Alternative Investments, Investments, Fund Of Funds, Venture Capital, Due Diligence, Asset Management, Fixed Income, Portfolio Management, Investor Relations, Investment Strategies, Real Estate Investment, Financial Structuring, Investment Properties, Real Estate, Asset Managment, Structured Finance, Emerging Markets, Investment Management, Investment Banking, Securities, Loan Origination
Education
Boston University School of Law
JD, Law
New York University, Stern School of Business
B.S., Dual Major: Economics & International Business, Minor: Political Science
Metamorphic Group April 2012 - Present
ASA Capital Partners, LLC June 2008 - Present
Sher Media Partners September 2011 - Present
Tacticus Capital LLC May 2008 - August 2010
Morgan Stanley March 2006 - November 2007
Credit Suisse March 2004 - April 2006
Ivy Asset Management January 2002 - March 2004
2Mobilize, Inc. August 2000 - January 2002
ING Barings (ING Bank) August 1996 - August 2000
Skills
Hedge Funds, Structuring, Structured Products, Derivatives, Private Equity, Origination, Product Development, Alternative Investments, Investments, Fund Of Funds, Venture Capital, Due Diligence, Asset Management, Fixed Income, Portfolio Management, Investor Relations, Investment Strategies, Real Estate Investment, Financial Structuring, Investment Properties, Real Estate, Asset Managment, Structured Finance, Emerging Markets, Investment Management, Investment Banking, Securities, Loan Origination
Education
Boston University School of Law
JD, Law
New York University, Stern School of Business
B.S., Dual Major: Economics & International Business, Minor: Political Science
Adam Greene Adam Greene's Morgan Stanley Experience September 2002 - February 2007
Job CTO at Capsci Health
Industry Information Technology and Services
Experience
Capsci Health January 2015 - Present
Snapflow July 2014 - November 2014
SweetSpot Diabetes Care, a Dexcom Company March 2012 - March 2014
SweetSpot Diabetes Care, Inc November 2007 - March 2012
StepChange Group 2009 - 2009
OpenSourcery 2007 - 2009
Morgan Stanley September 2002 - February 2007
Values of N August 2006 - 2007
Morgan Stanley March 2002 - September 2002
Morgan Stanley August 2000 - September 2001
Skills
Ruby, Agile Methodologies, Ruby on Rails, jQuery, Java, SQL, JavaScript, Linux, MySQL, Git, CSS, HTML, XML, Web Development, Cloud Computing
Education
Bowdoin College 1997 — 2001
Bachelor's Degree, Com. Sci major, Biology minor
oregon episcopal school 1992 — 1996
High School
Capsci Health January 2015 - Present
Snapflow July 2014 - November 2014
SweetSpot Diabetes Care, a Dexcom Company March 2012 - March 2014
SweetSpot Diabetes Care, Inc November 2007 - March 2012
StepChange Group 2009 - 2009
OpenSourcery 2007 - 2009
Morgan Stanley September 2002 - February 2007
Values of N August 2006 - 2007
Morgan Stanley March 2002 - September 2002
Morgan Stanley August 2000 - September 2001
Skills
Ruby, Agile Methodologies, Ruby on Rails, jQuery, Java, SQL, JavaScript, Linux, MySQL, Git, CSS, HTML, XML, Web Development, Cloud Computing
Education
Bowdoin College 1997 — 2001
Bachelor's Degree, Com. Sci major, Biology minor
oregon episcopal school 1992 — 1996
High School
Luke Hunsberger Luke Hunsberger's Morgan Stanley Experience June 2005 - October 2008
Job Student at Brandeis International Business School
Industry Financial Services
Experience
BNY Mellon April 2010 - September 2012
Morgan Stanley June 2005 - October 2008
Skills
Golf, Stocks, Polka, Investments, Wealth Management, Bloomberg, Equities, Asset Allocation, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Mutual Funds, Investment Management, Financial Analysis, Valuation, Securities, Bloomberg Terminal, Alternative Investments, Microsoft Excel, Investment Strategies, Economics, Microsoft Office, Sales, Salesforce.com, Entrepreneurship, Private Equity, Hedge Funds, Financial Services, Equity Research, Strategic Financial..., Relationship Management, Investment Advisory, Derivatives, Equity Trading, Capital Markets, Financial Markets, Investment Banking, Leadership, Bonds, Emerging Markets, Series 7, ETFs, Finance, Fund Of Funds, Wealth Management..., Corporate Finance, Asset Management, Financial Planning
Education
Brandeis International Business School 2014 — 2016
Masters in international Economics
Pitzer College 2002 — 2006
b.a., economics
BNY Mellon April 2010 - September 2012
Morgan Stanley June 2005 - October 2008
Skills
Golf, Stocks, Polka, Investments, Wealth Management, Bloomberg, Equities, Asset Allocation, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Mutual Funds, Investment Management, Financial Analysis, Valuation, Securities, Bloomberg Terminal, Alternative Investments, Microsoft Excel, Investment Strategies, Economics, Microsoft Office, Sales, Salesforce.com, Entrepreneurship, Private Equity, Hedge Funds, Financial Services, Equity Research, Strategic Financial..., Relationship Management, Investment Advisory, Derivatives, Equity Trading, Capital Markets, Financial Markets, Investment Banking, Leadership, Bonds, Emerging Markets, Series 7, ETFs, Finance, Fund Of Funds, Wealth Management..., Corporate Finance, Asset Management, Financial Planning
Education
Brandeis International Business School 2014 — 2016
Masters in international Economics
Pitzer College 2002 — 2006
b.a., economics
Abiola Dawodu Abiola Dawodu's Morgan Stanley Experience October 2013 - Present
Job Prime Brokerage Operations Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2013 - Present
Wells Fargo May 2011 - September 2013
Capital One September 2009 - April 2011
U.S. Department of the Treasury May 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, FAR, PowerPoint, Office Equipment, Salesforce.com
Education
University of Maryland University College 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maryland University College 2010 — 2012
Masters of Science, Management, 3.1
Bowie State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Morgan Stanley October 2013 - Present
Wells Fargo May 2011 - September 2013
Capital One September 2009 - April 2011
U.S. Department of the Treasury May 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, FAR, PowerPoint, Office Equipment, Salesforce.com
Education
University of Maryland University College 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maryland University College 2010 — 2012
Masters of Science, Management, 3.1
Bowie State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Josh Kirk Josh Kirk's Morgan Stanley Experience July 2004 - August 2005
Job Financial Consultant FP&A at DTE Energy
Industry Accounting
Experience
DTE Energy June 2015 - Present
DTE Energy June 2014 - June 2015
Hewlett-Packard September 2011 - May 2014
Hewlett-Packard July 2009 - September 2011
Hewlett-Packard September 2008 - July 2009
Hewlett-Packard July 2007 - September 2008
Morgan Stanley July 2004 - August 2005
Roaring Fork High School August 2000 - June 2003
Skills
Financial Analysis, Forecasting, SAP, Process Improvement, Project Management, Budgets, Analysis, Financial Modeling, Outsourcing, Data Analysis, Financial Reporting, Change Management, Business Objects, Leadership, Finance, Risk Management, Accounting, Variance Analysis, Team Building, Business Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA Candidate, General Management & Corporate Finance
Schoolcraft College 2005 — 2006
no degree, Accounting focus, GPA: 3.78
Bowling Green State University 1995 — 2000
Math Education, Mathematics
DTE Energy June 2015 - Present
DTE Energy June 2014 - June 2015
Hewlett-Packard September 2011 - May 2014
Hewlett-Packard July 2009 - September 2011
Hewlett-Packard September 2008 - July 2009
Hewlett-Packard July 2007 - September 2008
Morgan Stanley July 2004 - August 2005
Roaring Fork High School August 2000 - June 2003
Skills
Financial Analysis, Forecasting, SAP, Process Improvement, Project Management, Budgets, Analysis, Financial Modeling, Outsourcing, Data Analysis, Financial Reporting, Change Management, Business Objects, Leadership, Finance, Risk Management, Accounting, Variance Analysis, Team Building, Business Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA Candidate, General Management & Corporate Finance
Schoolcraft College 2005 — 2006
no degree, Accounting focus, GPA: 3.78
Bowling Green State University 1995 — 2000
Math Education, Mathematics
Kent Watkins MBA, CPA Kent Watkins MBA, CPA's Morgan Stanley Experience June 1997 - December 1998
Job Wathart, LLC President; Owner of FASTSIGNS at 447 E. Ohio St Chicago, IL
Industry Printing
Experience
FASTSIGNS 2015 - 2015
Deloitte March 2010 - December 2014
Deloitte November 2006 - March 2010
Deloitte March 2005 - November 2006
Deloitte March 2005 - November 2006
Deloitte November 2002 - November 2003
Deloitte November 2001 - November 2002
Deloitte January 1999 - October 2001
Morgan Stanley June 1997 - December 1998
Morgan Stanley Dean Witter (SPS Payment Systems) January 1996 - June 1997
Skills
Accounting, Finance, Talent Management, Learning Management, Operations Management, Strategic Planning, Offshore Outsourcing, Outsourcing, Offshore Resource..., Project Management, Project Planning, Process Improvement, People Development, Organizational Design, Organizational..., Professional..., Strategic Initiatives, Restructuring, Start-up Environment, Strategic Financial..., Financial Forecasting, Financial Controlling, Budget Process, Year-end Close, Operating Budgets, Reconcilement, Facility Master Planning, People Skills, Evaluation, Recruiting, Hiring Practices, Coaching, Compensations, Competency Assessment, Business Analysis, Business Planning, Strategy
Education
Bradley University 1986 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State University 1980 — 1983
Bachelor of Science (B.S.), Accounting
FASTSIGNS 2015 - 2015
Deloitte March 2010 - December 2014
Deloitte November 2006 - March 2010
Deloitte March 2005 - November 2006
Deloitte March 2005 - November 2006
Deloitte November 2002 - November 2003
Deloitte November 2001 - November 2002
Deloitte January 1999 - October 2001
Morgan Stanley June 1997 - December 1998
Morgan Stanley Dean Witter (SPS Payment Systems) January 1996 - June 1997
Skills
Accounting, Finance, Talent Management, Learning Management, Operations Management, Strategic Planning, Offshore Outsourcing, Outsourcing, Offshore Resource..., Project Management, Project Planning, Process Improvement, People Development, Organizational Design, Organizational..., Professional..., Strategic Initiatives, Restructuring, Start-up Environment, Strategic Financial..., Financial Forecasting, Financial Controlling, Budget Process, Year-end Close, Operating Budgets, Reconcilement, Facility Master Planning, People Skills, Evaluation, Recruiting, Hiring Practices, Coaching, Compensations, Competency Assessment, Business Analysis, Business Planning, Strategy
Education
Bradley University 1986 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State University 1980 — 1983
Bachelor of Science (B.S.), Accounting
Kyla Sullivan Kyla Sullivan's Morgan Stanley Experience September 2010 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Capital One, N.A. September 2005 - September 2010
Chevy Chase Bank/Capital One September 2005 - September 2010
Skills
Credit, Financial Analysis, Loss Mitigation, Analysis, Asset Management, Customer Service, Leadership, Banking, Credit Analysis, Finance, Financial Risk, Financial Services, Investments, Loans, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Program Management, Portfolio Management, Risk Management
Education
Bowie State University
Master of Business Administration
Shenandoah University
Bachelor of Business Administration
Morgan Stanley September 2010 - Present
Capital One, N.A. September 2005 - September 2010
Chevy Chase Bank/Capital One September 2005 - September 2010
Skills
Credit, Financial Analysis, Loss Mitigation, Analysis, Asset Management, Customer Service, Leadership, Banking, Credit Analysis, Finance, Financial Risk, Financial Services, Investments, Loans, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Program Management, Portfolio Management, Risk Management
Education
Bowie State University
Master of Business Administration
Shenandoah University
Bachelor of Business Administration
Daniel J. Chavayda, AIF®, QPFC Daniel J. Chavayda, AIF®, QPFC's Morgan Stanley Experience August 1999 - August 2005
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2005 - Present
Morgan Stanley August 1999 - August 2005
Skills
Retirement Planning, Retirement, Financial Services, Portfolio Management, 401k, Wealth Management, Investment Strategies, Investments, Investment Advisory, Series 7, Pensions, FINRA, Finance
Education
Bowling Green State University 1995 — 1999
BSBA, Marketing
LPL Financial August 2005 - Present
Morgan Stanley August 1999 - August 2005
Skills
Retirement Planning, Retirement, Financial Services, Portfolio Management, 401k, Wealth Management, Investment Strategies, Investments, Investment Advisory, Series 7, Pensions, FINRA, Finance
Education
Bowling Green State University 1995 — 1999
BSBA, Marketing
Michael Binz Michael Binz's Morgan Stanley Experience June 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Ameriprise Financial Services, Inc. July 1997 - Present
American Express 1997 - 2005
Education
Bowling Green State University 1973 — 1977
Bachelor of Arts, Political Science, History
Morgan Stanley June 2014 - Present
Ameriprise Financial Services, Inc. July 1997 - Present
American Express 1997 - 2005
Education
Bowling Green State University 1973 — 1977
Bachelor of Arts, Political Science, History
Edward Geeser Edward Geeser's Morgan Stanley Experience September 2013 - August 2014
Job Business Banker at BMO Harris Bank (Specializing in SBA, Commercial Loans and Lines of Credit)
Industry Financial Services
Experience
BMO Harris Bank December 2014 - Present
Morgan Stanley September 2013 - August 2014
Williams-Manny Inc. September 2011 - September 2013
Merrill Lynch August 2010 - March 2011
The BankCentre January 2008 - February 2010
U.S. Bank June 2005 - August 2007
WestStar Bank July 2004 - June 2005
Skills
Underwriting, Loans, Series 7, Financial Analysis, Credit, Commercial Banking, New Business Development, Banking, Commercial Lending, Sales, Finance, Portfolio Management, Real Estate, Management, Lines Of Credit, Small Business, Insurance, Public Speaking, Leadership, Investments, Credit Analysis, Nonprofits
Education
Bradley University 1986 — 1990
B.S., Finance
BMO Harris Bank December 2014 - Present
Morgan Stanley September 2013 - August 2014
Williams-Manny Inc. September 2011 - September 2013
Merrill Lynch August 2010 - March 2011
The BankCentre January 2008 - February 2010
U.S. Bank June 2005 - August 2007
WestStar Bank July 2004 - June 2005
Skills
Underwriting, Loans, Series 7, Financial Analysis, Credit, Commercial Banking, New Business Development, Banking, Commercial Lending, Sales, Finance, Portfolio Management, Real Estate, Management, Lines Of Credit, Small Business, Insurance, Public Speaking, Leadership, Investments, Credit Analysis, Nonprofits
Education
Bradley University 1986 — 1990
B.S., Finance
Mark Reisman's Morgan Stanley Experience May 2007 - May 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
Morgan Stanley May 2007 - May 2009
Getronics 2003 - 2006
Unisys Corporation 1995 - 2003
Skills
Strategic Financial..., Investments, Risk Management, Portfolio Management, Leadership, Business Development, Management, Wealth Management, Program Management, Retirement Planning, Finance, Financial Services, Financial Modeling, Corporate Finance, Strategic Planning, Team Building, Insurance, Long-term Care, Fixed Income, Business Planning, Equities, Mergers, Financial Analysis, Mutual Funds, Employee Benefits, Small Business, Relationship Management, Analysis, Budgets, Financial Risk, Derivatives
Education
Bowling Green State University 1966 — 1970
BS, Business Administration
Merrill Lynch May 2009 - Present
Morgan Stanley May 2007 - May 2009
Getronics 2003 - 2006
Unisys Corporation 1995 - 2003
Skills
Strategic Financial..., Investments, Risk Management, Portfolio Management, Leadership, Business Development, Management, Wealth Management, Program Management, Retirement Planning, Finance, Financial Services, Financial Modeling, Corporate Finance, Strategic Planning, Team Building, Insurance, Long-term Care, Fixed Income, Business Planning, Equities, Mergers, Financial Analysis, Mutual Funds, Employee Benefits, Small Business, Relationship Management, Analysis, Budgets, Financial Risk, Derivatives
Education
Bowling Green State University 1966 — 1970
BS, Business Administration
Nolan Richardson's Morgan Stanley Experience June 2014 - August 2015
Job Private Banking | North Americas at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Morgan Stanley June 2014 - August 2015
Morgan Stanley January 2012 - June 2014
Education
Bowling Green State University 2005 — 2010
Bachelor of Arts (B.A.)
Westerville North High School 2001 — 2005
Credit Suisse August 2015 - Present
Morgan Stanley June 2014 - August 2015
Morgan Stanley January 2012 - June 2014
Education
Bowling Green State University 2005 — 2010
Bachelor of Arts (B.A.)
Westerville North High School 2001 — 2005
Jonathan Marks's Morgan Stanley Experience May 2003 - August 2003
Job Managing Director Cresa Medical Advisor Corporate Real Estate Solutions
Industry Commercial Real Estate
Experience
Cresa July 2013 - Present
Jomar Industries Inc / CMC May 2004 - July 2015
OgilvyAction/American Express June 2010 - March 2012
Merck January 2009 - March 2010
Vested Capital Partners April 2007 - April 2009
Morgan Stanley May 2003 - August 2003
Skills
Strategy, Business Planning, Corporate Real Estate, Tenant Representation, Commercial Real Estate, Medical Strategy, Real Estate Transactions, Transaction Management, Portfolio Management, Strategic Planning, Lease Administration, Lease Negotiations, Financial Modeling, Entrepreneurship, Marketing, Finance, Strategic Partnerships, Mergers & Acquisitions, Negotiation, Private Equity, Business Development, Healthcare, Consulting, Business Advisory, Investment Banking, Venture Capital, Investment Properties, Financial Analysis, Management
Education
Brandeis University 2000 — 2004
Economics, International Business
New York Real Estate Institute (NYREI)
Commercial Real Estate
Cheshire Academy
Clarkstown North
Cresa July 2013 - Present
Jomar Industries Inc / CMC May 2004 - July 2015
OgilvyAction/American Express June 2010 - March 2012
Merck January 2009 - March 2010
Vested Capital Partners April 2007 - April 2009
Morgan Stanley May 2003 - August 2003
Skills
Strategy, Business Planning, Corporate Real Estate, Tenant Representation, Commercial Real Estate, Medical Strategy, Real Estate Transactions, Transaction Management, Portfolio Management, Strategic Planning, Lease Administration, Lease Negotiations, Financial Modeling, Entrepreneurship, Marketing, Finance, Strategic Partnerships, Mergers & Acquisitions, Negotiation, Private Equity, Business Development, Healthcare, Consulting, Business Advisory, Investment Banking, Venture Capital, Investment Properties, Financial Analysis, Management
Education
Brandeis University 2000 — 2004
Economics, International Business
New York Real Estate Institute (NYREI)
Commercial Real Estate
Cheshire Academy
Clarkstown North
Corey Horohoe's Morgan Stanley Experience June 2014 - September 2014
Job IT Leadership Program @ EMC
Industry Computer Software
Experience
EMC August 2015 - Present
EMC February 2015 - Present
Apple December 2012 - February 2015
Morgan Stanley June 2014 - September 2014
Skills
Teamwork, Project Management, Financial Analysis, Investment Management, M&A, Consulting, Operations Management, Customer Service, HTML, OS X, Agility, Sales, Risk Management, Software Development, Release Management, Developing Client..., Solution Selling, Java, Python, Creative Problem Solving, ITIL, Scrum, SaaS, Strategic Planning, Lean Six Sigma, Microsoft Project, Change Management, Microsoft Office, Marketing
Education
Brandeis University 2015 — 2018
Master of Science (MS), Information Technology Management
Worcester State University 2013 — 2014
Bachelor of Science Degree, Business Administration, Management
Shrewsbury High School 2006 — 2010
High School Diploma
EMC August 2015 - Present
EMC February 2015 - Present
Apple December 2012 - February 2015
Morgan Stanley June 2014 - September 2014
Skills
Teamwork, Project Management, Financial Analysis, Investment Management, M&A, Consulting, Operations Management, Customer Service, HTML, OS X, Agility, Sales, Risk Management, Software Development, Release Management, Developing Client..., Solution Selling, Java, Python, Creative Problem Solving, ITIL, Scrum, SaaS, Strategic Planning, Lean Six Sigma, Microsoft Project, Change Management, Microsoft Office, Marketing
Education
Brandeis University 2015 — 2018
Master of Science (MS), Information Technology Management
Worcester State University 2013 — 2014
Bachelor of Science Degree, Business Administration, Management
Shrewsbury High School 2006 — 2010
High School Diploma
James Small James Small's Morgan Stanley Experience January 1990 - January 1995
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley January 1990 - January 1995
Education
Bowdoin College
History
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley January 1990 - January 1995
Education
Bowdoin College
History
Luoxi (Laura) Zhang's Morgan Stanley Experience June 2015 - August 2015
Job M.A. Candidate in International Economics & Finance, Brandeis University, CFA Level II Candidate
Industry Financial Services
Experience
MNL Partners September 2015 - Present
Morgan Stanley June 2015 - August 2015
Deloitte China July 2013 - November 2013
Siemens January 2013 - May 2013
Industrial and Commercial Bank of China August 2012 - September 2012
China Zheshang Bank January 2012 - March 2012
Skills
Finance, Strategy, Analysis, Project Management, Banking, Corporate Finance, Investments, Risk Management, Data Analysis, R, SQL, Consulting, PowerPoint, Financial Analysis, Teamwork, Microsoft Office, 数据分析, Microsoft PowerPoint, 公司金融, 团队合作
Education
Brandeis International Business School 2014 — 2016
Master's Degree, International Economics and Finance, 3.96
University of International Business and Economics 2010 — 2014
Bachelor's Degree, Finance; Translation (For Economics and Trade), 3.93 &3.86
Hangzhou Foreign Language School 2004 — 2010
High School
MNL Partners September 2015 - Present
Morgan Stanley June 2015 - August 2015
Deloitte China July 2013 - November 2013
Siemens January 2013 - May 2013
Industrial and Commercial Bank of China August 2012 - September 2012
China Zheshang Bank January 2012 - March 2012
Skills
Finance, Strategy, Analysis, Project Management, Banking, Corporate Finance, Investments, Risk Management, Data Analysis, R, SQL, Consulting, PowerPoint, Financial Analysis, Teamwork, Microsoft Office, 数据分析, Microsoft PowerPoint, 公司金融, 团队合作
Education
Brandeis International Business School 2014 — 2016
Master's Degree, International Economics and Finance, 3.96
University of International Business and Economics 2010 — 2014
Bachelor's Degree, Finance; Translation (For Economics and Trade), 3.93 &3.86
Hangzhou Foreign Language School 2004 — 2010
High School
Dustin Jennings Dustin Jennings's Morgan Stanley Experience 2012 - Present
Job Associate, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
PNC Investments (Unofficial) 2010 - 2012
Allstate 2009 - 2010
New York Life Insurance Company 2008 - 2009
The State Bank & Trust Company 2005 - 2008
Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Research, Finance, PowerPoint, Sales, Training, Public Speaking, Accuracy & Quality, Processing Efficiency, Task Management, Relationship Development, Continuous Improvement, Business Development, Training & Awareness, Investment..., Regulatory Reviews, Compliance, Administrative..., Infrastructure..., New Business, Relationship Management, Research & Analysis, Trend Awareness, Reporting, ETF Processing, SPSS, Python, Weka, SQL, MS Office, Customer Service, Team Building, Financial Analysis, Process Improvement, Banking, Risk Management, Analysis, Investments, Mutual Funds, Project Management, Portfolio Management, Financial Planning
Education
The Defiance College
Master of Business Administration (M.B.A.), Leadership
The Defiance College
Master’s Degree, Master of Business & Organizational Leadership (MBOL)
Bowling Green State University
Bachelor’s Degree, Liberal Studies
Morgan Stanley 2012 - Present
PNC Investments (Unofficial) 2010 - 2012
Allstate 2009 - 2010
New York Life Insurance Company 2008 - 2009
The State Bank & Trust Company 2005 - 2008
Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Research, Finance, PowerPoint, Sales, Training, Public Speaking, Accuracy & Quality, Processing Efficiency, Task Management, Relationship Development, Continuous Improvement, Business Development, Training & Awareness, Investment..., Regulatory Reviews, Compliance, Administrative..., Infrastructure..., New Business, Relationship Management, Research & Analysis, Trend Awareness, Reporting, ETF Processing, SPSS, Python, Weka, SQL, MS Office, Customer Service, Team Building, Financial Analysis, Process Improvement, Banking, Risk Management, Analysis, Investments, Mutual Funds, Project Management, Portfolio Management, Financial Planning
Education
The Defiance College
Master of Business Administration (M.B.A.), Leadership
The Defiance College
Master’s Degree, Master of Business & Organizational Leadership (MBOL)
Bowling Green State University
Bachelor’s Degree, Liberal Studies
Chris Thompson's Morgan Stanley Experience March 1997 - March 1999
Job Strategic Business Development
Industry Management Consulting
Experience
The Harker School April 2015 - Present
The Obadiah Group LLC March 2000 - Present
Feed My Starving Children December 2011 - May 2013
Randolph-Macon Academy July 2008 - February 2010
Culver Academies 2001 - 2002
Morgan Stanley March 1997 - March 1999
Culver Academies August 1995 - June 1996
Advantage Capital Partners March 1994 - August 1995
Cargill July 1992 - October 1993
Rabun Gap-Nacoochee School August 1989 - June 1992
Skills
Hedge Funds, Selling, MBS, Corporates, Municipal Bonds, Leadership, Capital Markets, Public Speaking, Strategic Planning, Fundraising, Coaching, Investments, Marketing, Business Strategy, Team Building, Program Management, Event Planning, Investment Banking, Portfolio Management, Alternative Investments, Community Development, Research, Strategic Financial..., Nonprofits, Community Outreach, Strategy, Social Networking, Business Development, Insurance, Entrepreneurship, Private Equity, Wealth Management, Capital, Start-ups, Fixed Income, Venture Capital, Mergers & Acquisitions, Corporate Development, Executive Management, Investment Management, Due Diligence, Private Placements, Securities, Asset Management, Strategic Partnerships, Investor Relations, Emerging Markets, Asset Allocation, Economics, Investment Strategies
Education
The American College 2004 — 2005
Chartered Life Underwriter (CLU), Estate Planning
The American College 2003 — 2004
Chartered Financial Consultant (ChFC), Retirement Income Planning and Wealth Management
Wesleyan University 1989 — 1992
MA, History
University of Michigan 1976 — 1979
BA, Economics and Russian Language
Bowdoin College 1975 — 1976
Economics and Russian Language
Wilton High School 1971 — 1975
Diploma, Russian Language and Literature
The Harker School April 2015 - Present
The Obadiah Group LLC March 2000 - Present
Feed My Starving Children December 2011 - May 2013
Randolph-Macon Academy July 2008 - February 2010
Culver Academies 2001 - 2002
Morgan Stanley March 1997 - March 1999
Culver Academies August 1995 - June 1996
Advantage Capital Partners March 1994 - August 1995
Cargill July 1992 - October 1993
Rabun Gap-Nacoochee School August 1989 - June 1992
Skills
Hedge Funds, Selling, MBS, Corporates, Municipal Bonds, Leadership, Capital Markets, Public Speaking, Strategic Planning, Fundraising, Coaching, Investments, Marketing, Business Strategy, Team Building, Program Management, Event Planning, Investment Banking, Portfolio Management, Alternative Investments, Community Development, Research, Strategic Financial..., Nonprofits, Community Outreach, Strategy, Social Networking, Business Development, Insurance, Entrepreneurship, Private Equity, Wealth Management, Capital, Start-ups, Fixed Income, Venture Capital, Mergers & Acquisitions, Corporate Development, Executive Management, Investment Management, Due Diligence, Private Placements, Securities, Asset Management, Strategic Partnerships, Investor Relations, Emerging Markets, Asset Allocation, Economics, Investment Strategies
Education
The American College 2004 — 2005
Chartered Life Underwriter (CLU), Estate Planning
The American College 2003 — 2004
Chartered Financial Consultant (ChFC), Retirement Income Planning and Wealth Management
Wesleyan University 1989 — 1992
MA, History
University of Michigan 1976 — 1979
BA, Economics and Russian Language
Bowdoin College 1975 — 1976
Economics and Russian Language
Wilton High School 1971 — 1975
Diploma, Russian Language and Literature
Andre de Baubigny Andre de Baubigny's Morgan Stanley Experience January 1998 - August 1999
Job Managing Director at Cosmopolitan Capital
Industry Venture Capital & Private Equity
Experience
Cosmopolitan Capital January 2015 - Present
Dataminr, Inc. July 2012 - Present
Deep Fork Capital I November 2007 - Present
Trulia April 2008 - September 2012
Vintrust August 2007 - August 2009
Vintrust January 2003 - August 2007
Groupe Arnault August 1999 - March 2000
Morgan Stanley January 1998 - August 1999
Robertson Stephens January 1995 - December 1997
Skills
Strategy, Venture Capital, Entrepreneurship, Private Equity, Investments, Corporate Development, Start-ups, Strategic Partnerships, Finance, Digital Media, Mergers, Management, Business Strategy, E-commerce, Business Development, IPO, Angel Investing, Executive Management, Mergers, Portfolio Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Boston University School of Law 1986 — 1989
JD
Trinity College-Hartford 1982 — 1986
BA
Philips Exeter 1978 — 1982
High School
Cosmopolitan Capital January 2015 - Present
Dataminr, Inc. July 2012 - Present
Deep Fork Capital I November 2007 - Present
Trulia April 2008 - September 2012
Vintrust August 2007 - August 2009
Vintrust January 2003 - August 2007
Groupe Arnault August 1999 - March 2000
Morgan Stanley January 1998 - August 1999
Robertson Stephens January 1995 - December 1997
Skills
Strategy, Venture Capital, Entrepreneurship, Private Equity, Investments, Corporate Development, Start-ups, Strategic Partnerships, Finance, Digital Media, Mergers, Management, Business Strategy, E-commerce, Business Development, IPO, Angel Investing, Executive Management, Mergers, Portfolio Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Boston University School of Law 1986 — 1989
JD
Trinity College-Hartford 1982 — 1986
BA
Philips Exeter 1978 — 1982
High School
Greg Kamford Greg Kamford's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Summer Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
NYU Stern School of Business 2014 - Present
RBS Global Banking & Markets 2011 - 2014
Skills
Fixed Income, Market Research, Valuation, Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, VBA, Financial Modeling, Economics, Bloomberg, Business Strategy, Corporate Finance, Data Analysis, Financial Analysis, Investments, Modeling, Microsoft Office, PowerPoint, Research, Technical Writing, Securities, Equity Research
Education
Bowdoin College 2007 — 2011
BA, Economics
Deerfield Academy 2003 — 2007
Morgan Stanley June 2015 - Present
NYU Stern School of Business 2014 - Present
RBS Global Banking & Markets 2011 - 2014
Skills
Fixed Income, Market Research, Valuation, Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, VBA, Financial Modeling, Economics, Bloomberg, Business Strategy, Corporate Finance, Data Analysis, Financial Analysis, Investments, Modeling, Microsoft Office, PowerPoint, Research, Technical Writing, Securities, Equity Research
Education
Bowdoin College 2007 — 2011
BA, Economics
Deerfield Academy 2003 — 2007
Kurtis Lindahl Kurtis Lindahl's Morgan Stanley Experience October 2010 - December 2011
Job HR Operations Specialist at West Monroe Partners
Industry Human Resources
Experience
West Monroe Partners March 2015 - Present
Potbelly Sandwich Works November 2013 - Present
Potbelly Sandwich Works September 2014 - February 2015
Athletico March 2012 - November 2013
COUNTRY Financial May 2011 - December 2011
Morgan Stanley October 2010 - December 2011
The American Red Cross December 2010 - May 2011
Merrill Lynch June 2009 - December 2009
Lindahl Brothers Inc June 2004 - August 2008
Skills
Microsoft Office, Outlook, PowerPoint, Teamwork, Time Management, Excel, Financial Reporting, Word, Customer Service, Customer Relations, Social Networking, Budgeting, Administration, Financial Analysis, Interviewing, Hiring, Problem Solving, Data Analysis, Forecasting, Employee Relations, Recruiting, Payroll, Human Resources, FMLA, HR Policies, Employee Benefits, Ultipro, Benefits Administration, Employment Law, HRIS, Data Entry, Analysis, Job Fairs, Talent Acquisition, Employee Handbooks, Exit Interviews, Personnel Management, Compensation & Benefit, Applicant Tracking..., Microsoft Excel, Leadership, Management, New Hire Orientations, Performance Management
Education
Roosevelt University 2013 — 2015
Masters of Human Resource Management (MSHRM), Human Resources Management, 3.96/4.0
Bradley University 2007 — 2011
Bachelor of Science, Finance; Business Management Administration; Human Resource Concentration
Fenton High School 2003 — 2007
High School Diploma
West Monroe Partners March 2015 - Present
Potbelly Sandwich Works November 2013 - Present
Potbelly Sandwich Works September 2014 - February 2015
Athletico March 2012 - November 2013
COUNTRY Financial May 2011 - December 2011
Morgan Stanley October 2010 - December 2011
The American Red Cross December 2010 - May 2011
Merrill Lynch June 2009 - December 2009
Lindahl Brothers Inc June 2004 - August 2008
Skills
Microsoft Office, Outlook, PowerPoint, Teamwork, Time Management, Excel, Financial Reporting, Word, Customer Service, Customer Relations, Social Networking, Budgeting, Administration, Financial Analysis, Interviewing, Hiring, Problem Solving, Data Analysis, Forecasting, Employee Relations, Recruiting, Payroll, Human Resources, FMLA, HR Policies, Employee Benefits, Ultipro, Benefits Administration, Employment Law, HRIS, Data Entry, Analysis, Job Fairs, Talent Acquisition, Employee Handbooks, Exit Interviews, Personnel Management, Compensation & Benefit, Applicant Tracking..., Microsoft Excel, Leadership, Management, New Hire Orientations, Performance Management
Education
Roosevelt University 2013 — 2015
Masters of Human Resource Management (MSHRM), Human Resources Management, 3.96/4.0
Bradley University 2007 — 2011
Bachelor of Science, Finance; Business Management Administration; Human Resource Concentration
Fenton High School 2003 — 2007
High School Diploma
Donna Souza Donna Souza's Morgan Stanley Experience July 1998 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1998 - Present
Skills
Distressed Debt, Private Equity, Bankruptcy Claims, Bank Debt, Loan Closings
Education
New York University School of Law 1997 — 1998
LLM in Corporate Law
Boston University School of Law 1989 — 1992
Doctor of Law (JD)
Providence College 1985 — 1989
Bachelor of Arts (BA)
Morgan Stanley July 1998 - Present
Skills
Distressed Debt, Private Equity, Bankruptcy Claims, Bank Debt, Loan Closings
Education
New York University School of Law 1997 — 1998
LLM in Corporate Law
Boston University School of Law 1989 — 1992
Doctor of Law (JD)
Providence College 1985 — 1989
Bachelor of Arts (BA)
Susan Price Stephenson Susan Price Stephenson's Morgan Stanley Experience August 2002 - July 2004
Job Owner at Pepino's Mexican Restaurant
Industry Food & Beverages
Experience
Anthony John's May 2013 - Present
Pepino's Mexican Restaurant January 2011 - Present
WelltoDo, You August 2010 - Present
Hebron Academy April 2006 - July 2008
Hebron Academy July 2005 - April 2006
Morgan Stanley August 2002 - July 2004
Skills
Public Speaking, Social Media, Event Planning, Fundraising
Education
Bowdoin College 1998 — 2002
B.A., Government & Legal Studies; History
Bangor High School 1994 — 1998
Anthony John's May 2013 - Present
Pepino's Mexican Restaurant January 2011 - Present
WelltoDo, You August 2010 - Present
Hebron Academy April 2006 - July 2008
Hebron Academy July 2005 - April 2006
Morgan Stanley August 2002 - July 2004
Skills
Public Speaking, Social Media, Event Planning, Fundraising
Education
Bowdoin College 1998 — 2002
B.A., Government & Legal Studies; History
Bangor High School 1994 — 1998
Gideon Rosenbaum's Morgan Stanley Experience October 2009 - January 2010
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
Elie Hamway's Morgan Stanley Experience September 2007 - February 2008
Job Safety and Restraints Engineer at Nissan Motor Corporation
Industry Mechanical or Industrial Engineering
Experience
Nissan Motor Corporation September 2014 - Present
BNY Mellon August 2011 - May 2012
Pre Billing Consultants, Inc June 2009 - June 2011
J.P. Morgan February 2008 - August 2008
Morgan Stanley September 2007 - February 2008
Pan Am Mortgage May 2005 - August 2005
Skills
Analysis
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Brandeis University 2003 — 2007
Bachelor of Arts, Economics
Nissan Motor Corporation September 2014 - Present
BNY Mellon August 2011 - May 2012
Pre Billing Consultants, Inc June 2009 - June 2011
J.P. Morgan February 2008 - August 2008
Morgan Stanley September 2007 - February 2008
Pan Am Mortgage May 2005 - August 2005
Skills
Analysis
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Brandeis University 2003 — 2007
Bachelor of Arts, Economics
Tracie Otto Tracie Otto's Morgan Stanley Experience March 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Merrill Lynch 2007 - 2011
Skills
Series 7, Series 63, Series 66, Private Banking, Securities Based Lending, Ultra High Net Worh..., Tailored Lending, Mortgage Lending, Banking, Loans, FINRA, Commercial Lending, Asset Managment, Investment Banking, Credit, Microsoft Excel, Economics, Financial Risk, Microsoft Office, Problem Solving, Mortgage Banking, Asset Based Lending, Real Estate Lending, Asset Management, Financial Advisory, Cash Management
Education
Boston University Graduate School of Management 2007 — 2009
Masters, Finance
Penn State University
BS, Finance
Morgan Stanley March 2011 - Present
Merrill Lynch 2007 - 2011
Skills
Series 7, Series 63, Series 66, Private Banking, Securities Based Lending, Ultra High Net Worh..., Tailored Lending, Mortgage Lending, Banking, Loans, FINRA, Commercial Lending, Asset Managment, Investment Banking, Credit, Microsoft Excel, Economics, Financial Risk, Microsoft Office, Problem Solving, Mortgage Banking, Asset Based Lending, Real Estate Lending, Asset Management, Financial Advisory, Cash Management
Education
Boston University Graduate School of Management 2007 — 2009
Masters, Finance
Penn State University
BS, Finance
Austin Burkett, CFA's Morgan Stanley Experience August 1994 - March 1997
Job Global Director of Research Analytics
Industry Financial Services
Experience
EVA Dimensions October 2011 - Present
UBS Investment Bank May 1999 - September 2011
Credit Suisse October 1998 - May 1999
Brown Brothers Harriman March 1997 - October 1998
Morgan Stanley August 1994 - March 1997
Skills
Economic Value Added, Equity Research, Equity Valuation, Enterprise Valuation, Factset, VBA, Visual Basic, Excel, Quantitative Research, DCF Valuation, DCF, Product Management, Bloomberg Data License, Business Objects, Capital Structure, Cost Of Capital, Research, Bloomberg, Equities, Valuation, Corporate Finance, Microsoft Excel, Hedge Funds, Portfolio Management, Financial Statement..., Chartered Financial..., Financial Modeling, Analytics, Investment Banking
Education
Bowdoin College
A.B., Physics, Economics Minor
EVA Dimensions October 2011 - Present
UBS Investment Bank May 1999 - September 2011
Credit Suisse October 1998 - May 1999
Brown Brothers Harriman March 1997 - October 1998
Morgan Stanley August 1994 - March 1997
Skills
Economic Value Added, Equity Research, Equity Valuation, Enterprise Valuation, Factset, VBA, Visual Basic, Excel, Quantitative Research, DCF Valuation, DCF, Product Management, Bloomberg Data License, Business Objects, Capital Structure, Cost Of Capital, Research, Bloomberg, Equities, Valuation, Corporate Finance, Microsoft Excel, Hedge Funds, Portfolio Management, Financial Statement..., Chartered Financial..., Financial Modeling, Analytics, Investment Banking
Education
Bowdoin College
A.B., Physics, Economics Minor
Scott Altman CFP ® Scott Altman CFP ®'s Morgan Stanley Experience January 1995 - January 2008
Job Raymond James
Industry Financial Services
Experience
Raymond James June 2012 - Present
Wells Fargo Advisors LLC January 2008 - July 2012
MORGAN STANLEY January 1995 - January 2008
Smith Barney January 1983 - January 1995
EQUITABLE LIFE ASSURANCE January 1981 - January 1983
Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management
Education
American College 2014 — 2014
RICP®
American College 2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™
Bowling Green State University 1977 — 1981
Bachelor of Science, Marketing
Raymond James June 2012 - Present
Wells Fargo Advisors LLC January 2008 - July 2012
MORGAN STANLEY January 1995 - January 2008
Smith Barney January 1983 - January 1995
EQUITABLE LIFE ASSURANCE January 1981 - January 1983
Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management
Education
American College 2014 — 2014
RICP®
American College 2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™
Bowling Green State University 1977 — 1981
Bachelor of Science, Marketing
Catherine Vincenti Catherine Vincenti's Morgan Stanley Experience November 2011 - Present
Job Senior Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2011 - Present
Ogier September 2010 - November 2011
Ogier September 2008 - September 2011
Skills
Corporate Law
Education
BPP Law School
Morgan Stanley November 2011 - Present
Ogier September 2010 - November 2011
Ogier September 2008 - September 2011
Skills
Corporate Law
Education
BPP Law School
Darin Croegaert's Morgan Stanley Experience 2000 - 2001
Job Sales Planning Manager
Industry Consumer Goods
Experience
Outerwall - Redbox & SAMPLEit May 2013 - Present
Snap-on Tools January 2010 - May 2013
Snap-on Tools March 2008 - December 2009
Snap-on Credit March 2007 - March 2008
Snap-on Credit August 2005 - March 2007
Enterprise Rent-A-Car July 2004 - September 2005
Enterprise Rent-A-Car January 2003 - July 2004
Enterprise Rent-A-Car September 2001 - December 2002
Morgan Stanley 2000 - 2001
Caterpillar Logistics Services, Inc. January 1999 - September 2000
Skills
Forecasting, Leadership, Sales Management, Sales, Business Development, CRM, Customer Service, Account Management, Strategic Planning, Sales Operations, Training, Budgets, Marketing Strategy, Negotiation, Change Management, Sales Process, Project Planning, PowerPoint, Microsoft Excel
Education
Bradley University 1997 — 1998
Bachelor of Science (B.S.), Finance, General, GPA 3.27
North Park University 1994 — 1996
Finance, General
PHS 1991 — 1994
Outerwall - Redbox & SAMPLEit May 2013 - Present
Snap-on Tools January 2010 - May 2013
Snap-on Tools March 2008 - December 2009
Snap-on Credit March 2007 - March 2008
Snap-on Credit August 2005 - March 2007
Enterprise Rent-A-Car July 2004 - September 2005
Enterprise Rent-A-Car January 2003 - July 2004
Enterprise Rent-A-Car September 2001 - December 2002
Morgan Stanley 2000 - 2001
Caterpillar Logistics Services, Inc. January 1999 - September 2000
Skills
Forecasting, Leadership, Sales Management, Sales, Business Development, CRM, Customer Service, Account Management, Strategic Planning, Sales Operations, Training, Budgets, Marketing Strategy, Negotiation, Change Management, Sales Process, Project Planning, PowerPoint, Microsoft Excel
Education
Bradley University 1997 — 1998
Bachelor of Science (B.S.), Finance, General, GPA 3.27
North Park University 1994 — 1996
Finance, General
PHS 1991 — 1994
Adin Rodriguez Adin Rodriguez's Morgan Stanley Experience 2001 - 2004
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. 2014 - Present
BBVA Securities 2007 - 2014
Wachovia Securities 2004 - 2007
Morgan Stanley 2001 - 2004
Skills
Investments, Portfolio Management, Asset Management, Banking, Risk Management, Android, Security Analysis, Value Investing, Business Strategy, Equities, Financial Planning, Mergers, Financial Analysis, Due Diligence, Private Equity, Wealth Management, Securities, Capital Markets, Valuation, Business Planning, Managerial Finance, Financial Advisory, Client Relations Skills, Scribd, Technorati, Strategic Financial..., Credit, Financial Services, Financial Risk, Mutual Funds, Finance, Strategic Planning, Management
Education
Boston University School of Law 1995 — 1996
LLM, Banking and Securities Law
University of Puerto Rico Graduate School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico School of Law 1986 — 1990
Juris Doctor (J.D.), Law
Fairfield University 1982 — 1986
Bachelor's Degree, Finance
Colegio San Ignacio de Loyola 1978 — 1982
High School
Nationwide Planning Associates, Inc. 2014 - Present
BBVA Securities 2007 - 2014
Wachovia Securities 2004 - 2007
Morgan Stanley 2001 - 2004
Skills
Investments, Portfolio Management, Asset Management, Banking, Risk Management, Android, Security Analysis, Value Investing, Business Strategy, Equities, Financial Planning, Mergers, Financial Analysis, Due Diligence, Private Equity, Wealth Management, Securities, Capital Markets, Valuation, Business Planning, Managerial Finance, Financial Advisory, Client Relations Skills, Scribd, Technorati, Strategic Financial..., Credit, Financial Services, Financial Risk, Mutual Funds, Finance, Strategic Planning, Management
Education
Boston University School of Law 1995 — 1996
LLM, Banking and Securities Law
University of Puerto Rico Graduate School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico School of Law 1986 — 1990
Juris Doctor (J.D.), Law
Fairfield University 1982 — 1986
Bachelor's Degree, Finance
Colegio San Ignacio de Loyola 1978 — 1982
High School
Megan (Leary) Bethke's Morgan Stanley Experience 2001 - 2004
Job Senior Portfolio Manager at APG Asset Management
Industry Investment Management
Experience
APG Asset Management May 2013 - Present
AlpInvest Partners January 2011 - April 2012
AlpInvest Partners July 2006 - December 2010
AlpInvest Partners January 2004 - June 2006
Morgan Stanley 2001 - 2004
Education
Bowdoin College
Bachelor of Arts, Summa Cum Laude with Honors, Economics
The London School of Economics and Political Science (LSE)
Wilton High School
APG Asset Management May 2013 - Present
AlpInvest Partners January 2011 - April 2012
AlpInvest Partners July 2006 - December 2010
AlpInvest Partners January 2004 - June 2006
Morgan Stanley 2001 - 2004
Education
Bowdoin College
Bachelor of Arts, Summa Cum Laude with Honors, Economics
The London School of Economics and Political Science (LSE)
Wilton High School
Beth Telander Beth Telander's Morgan Stanley Experience January 2015 - Present
Job Section Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2014 - January 2015
Morgan Stanley Wealth Management January 2014 - July 2014
Morgan Stanley Wealth Management July 2012 - January 2014
Royal Oak Financial Group February 2006 - June 2012
Liberty Mutual 2005 - 2006
Skills
Finance, Securities, Performance Reporting, Gain & Loss, Wealth Management, Bookkeeping, Leadership and Coaching, Accounting, Risk Analysis, Equity Compensation..., QuickBooks, Small Business..., Equities, Strategic Financial..., Financial Analysis, Mutual Funds, Investments, Asset Allocation, Financial Modeling, Investment Strategies, Risk Management, Tax, Management, Training, Process Improvement, Trading, Leadership, Sales, Small Business
Education
Bowling Green State University 1999 — 2003
Bachelors, Sport Management, Sport Information, Journalism
Morgan Stanley January 2015 - Present
Morgan Stanley July 2014 - January 2015
Morgan Stanley Wealth Management January 2014 - July 2014
Morgan Stanley Wealth Management July 2012 - January 2014
Royal Oak Financial Group February 2006 - June 2012
Liberty Mutual 2005 - 2006
Skills
Finance, Securities, Performance Reporting, Gain & Loss, Wealth Management, Bookkeeping, Leadership and Coaching, Accounting, Risk Analysis, Equity Compensation..., QuickBooks, Small Business..., Equities, Strategic Financial..., Financial Analysis, Mutual Funds, Investments, Asset Allocation, Financial Modeling, Investment Strategies, Risk Management, Tax, Management, Training, Process Improvement, Trading, Leadership, Sales, Small Business
Education
Bowling Green State University 1999 — 2003
Bachelors, Sport Management, Sport Information, Journalism
Aliza Shapiro's Morgan Stanley Experience August 2013 - January 2014
Job Analytics Intern at Hill Holliday
Industry Marketing and Advertising
Experience
Hill Holliday September 2014 - December 2014
School of Thought, Inc. June 2014 - August 2014
Brandeis University April 2013 - May 2014
TAMID Group September 2012 - May 2014
Morgan Stanley August 2013 - January 2014
Havas Media June 2013 - August 2013
Brandeis University January 2012 - May 2013
Skills
Social Media, PowerPoint, Microsoft Word, Facebook, Research, Hebrew, Social Networking, New Media, Microsoft Excel, Twitter, SPSS, Photoshop
Education
Brandeis University 2011 — 2014
Bachelor of Arts (B.A.), Business and Psychology
Hill Holliday September 2014 - December 2014
School of Thought, Inc. June 2014 - August 2014
Brandeis University April 2013 - May 2014
TAMID Group September 2012 - May 2014
Morgan Stanley August 2013 - January 2014
Havas Media June 2013 - August 2013
Brandeis University January 2012 - May 2013
Skills
Social Media, PowerPoint, Microsoft Word, Facebook, Research, Hebrew, Social Networking, New Media, Microsoft Excel, Twitter, SPSS, Photoshop
Education
Brandeis University 2011 — 2014
Bachelor of Arts (B.A.), Business and Psychology
Tahfiz Haque's Morgan Stanley Experience December 2009 - January 2010
Job Investment Banking Analyst at Rabobank
Industry Financial Services
Experience
Rabobank July 2013 - Present
Ernst & Young - Transaction Advisory Services February 2010 - July 2013
Ernst & Young Capital Advisors May 2012 - August 2012
Morgan Stanley December 2009 - January 2010
MidCap Advisors, LLC October 2009 - November 2009
Aleutian Capital Partners June 2009 - September 2009
Mirus Capital Advisors June 2008 - September 2008
Capstone Strategic, Inc. October 2006 - June 2007
Economics Department, Centre College January 2004 - May 2006
Skills
Investment Banking, Capital Markets, Financial Modeling, Investments, M&A experience, Enterprise Valuation, Mergers, DCF, Mergers & Acquisitions, Valuation, Financial Analysis, Financial Markets, Economics, Fixed Income, Finance, Equities, Private Equity, Corporate Finance
Education
Brandeis University, Lemberg - International Business School 2007 — 2009
Master of Arts, International Economics & Finance
Centre College 2003 — 2006
Bachelor of Science, Financial Economics
Rabobank July 2013 - Present
Ernst & Young - Transaction Advisory Services February 2010 - July 2013
Ernst & Young Capital Advisors May 2012 - August 2012
Morgan Stanley December 2009 - January 2010
MidCap Advisors, LLC October 2009 - November 2009
Aleutian Capital Partners June 2009 - September 2009
Mirus Capital Advisors June 2008 - September 2008
Capstone Strategic, Inc. October 2006 - June 2007
Economics Department, Centre College January 2004 - May 2006
Skills
Investment Banking, Capital Markets, Financial Modeling, Investments, M&A experience, Enterprise Valuation, Mergers, DCF, Mergers & Acquisitions, Valuation, Financial Analysis, Financial Markets, Economics, Fixed Income, Finance, Equities, Private Equity, Corporate Finance
Education
Brandeis University, Lemberg - International Business School 2007 — 2009
Master of Arts, International Economics & Finance
Centre College 2003 — 2006
Bachelor of Science, Financial Economics
David Lebowitz MPH, CFA's Morgan Stanley Experience September 2015 - Present
Job Research Analyst Biotechnology at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2015 - Present
Janney Montgomery Scott LLC October 2014 - September 2015
Piper Jaffray September 2013 - October 2014
eSprout LLC November 2008 - February 2013
Visium Partners 2008 - 2010
Sanders Morris Harris 2007 - 2008
Thomas Weisel Partners, LLC. 2005 - 2006
Thomas Weisel Partners, LLC. 2003 - 2005
SG Cowen Securities Corporation 2000 - 2002
Summit Technology, Inc. 1997 - 1999
Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Columbia University in the City of New York 1995 — 1997
MPH, Health Policy & Management
Brandeis University 1991 — 1995
BA, Biology
Morgan Stanley September 2015 - Present
Janney Montgomery Scott LLC October 2014 - September 2015
Piper Jaffray September 2013 - October 2014
eSprout LLC November 2008 - February 2013
Visium Partners 2008 - 2010
Sanders Morris Harris 2007 - 2008
Thomas Weisel Partners, LLC. 2005 - 2006
Thomas Weisel Partners, LLC. 2003 - 2005
SG Cowen Securities Corporation 2000 - 2002
Summit Technology, Inc. 1997 - 1999
Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Columbia University in the City of New York 1995 — 1997
MPH, Health Policy & Management
Brandeis University 1991 — 1995
BA, Biology
Melvin Pannell's Morgan Stanley Experience October 2004 - October 2009
Job Corporate Action Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2004 - October 2009
Skills
Financial Analysis, Alternative Investments, Series 7, Customer Service, Risk Management, Financial Advisory
Education
Bowie State University
Morgan Stanley October 2004 - October 2009
Skills
Financial Analysis, Alternative Investments, Series 7, Customer Service, Risk Management, Financial Advisory
Education
Bowie State University
Keith Butcher's Morgan Stanley Experience December 2002 - December 2007
Job Managing Partner at ButcherJoseph & Co. and Mosaic Capital
Industry Investment Banking
Experience
ButcherJoseph & Co. January 2011 - Present
Mosaic Capital Partners April 2011 - Present
Purcell Tire & Rubber Co. January 2008 - January 2011
Morgan Stanley December 2002 - December 2007
Skills
Capital, Private Equity, Mergers, Valuation, Loans, Restructuring, Business Strategy, ESOP, Investments, Financial Advisory, Financial Structuring, Asset Management, Mergers & Acquisitions, Hedge Funds, Securities, Finance, Equities, LBO, Alternative Investments, Portfolio Management, Strategy, Investment Management, Investment Strategies, Investment Banking, Fixed Income
Education
Bradley University 1989 — 2003
BA, International Business
Wake Forest University School of Law 1994 — 1997
JD
Fremont High School 1986 — 1989
ButcherJoseph & Co. January 2011 - Present
Mosaic Capital Partners April 2011 - Present
Purcell Tire & Rubber Co. January 2008 - January 2011
Morgan Stanley December 2002 - December 2007
Skills
Capital, Private Equity, Mergers, Valuation, Loans, Restructuring, Business Strategy, ESOP, Investments, Financial Advisory, Financial Structuring, Asset Management, Mergers & Acquisitions, Hedge Funds, Securities, Finance, Equities, LBO, Alternative Investments, Portfolio Management, Strategy, Investment Management, Investment Strategies, Investment Banking, Fixed Income
Education
Bradley University 1989 — 2003
BA, International Business
Wake Forest University School of Law 1994 — 1997
JD
Fremont High School 1986 — 1989
Matthew Franks's Morgan Stanley Experience September 2014 - Present
Job Head of Lending Advisory, High Net Worth Lending at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley June 2012 - September 2014
Morgan Stanley June 2007 - June 2012
Torys LLP July 2005 - June 2007
Cadwalader, Wickersham & Taft LLP January 2005 - July 2005
Anderson Kill & Olick, P.C. January 2001 - January 2005
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Private Equity, Legal Writing, FINRA, Legal Research, Licensing, Series 7, Finance, Loans, Banking, Credit, Asset Based Lending, Private Banking, High Net Worth..., Financial Services, Investments, Sewing, Restructuring
Education
Boston University School of Law 1997 — 2000
JD, Law
Boston University School of Law 1997 — 2000
LLM Taxation, Tax Law/Taxation
University of Florida 1994 — 1996
MA, History
University of Florida 1993 — 1994
BA, History
Morgan Stanley September 2014 - Present
Morgan Stanley June 2012 - September 2014
Morgan Stanley June 2007 - June 2012
Torys LLP July 2005 - June 2007
Cadwalader, Wickersham & Taft LLP January 2005 - July 2005
Anderson Kill & Olick, P.C. January 2001 - January 2005
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Private Equity, Legal Writing, FINRA, Legal Research, Licensing, Series 7, Finance, Loans, Banking, Credit, Asset Based Lending, Private Banking, High Net Worth..., Financial Services, Investments, Sewing, Restructuring
Education
Boston University School of Law 1997 — 2000
JD, Law
Boston University School of Law 1997 — 2000
LLM Taxation, Tax Law/Taxation
University of Florida 1994 — 1996
MA, History
University of Florida 1993 — 1994
BA, History
Brad Wellington's Morgan Stanley Experience January 2011 - April 2015
Job Engineering Manager at Two Sigma
Industry Computer Software
Experience
Two Sigma April 2015 - Present
Morgan Stanley January 2011 - April 2015
Morgan Stanley August 2007 - January 2011
Home Box Office January 1999 - August 2007
Volen Center for Complex Systems January 1996 - June 1998
Skills
Nearshore, Outsourcing, Team Management, Program Management, Software Design, Business Analysis, Vendor Management, Financial Analysis, IT Strategy, SDLC, Financial Services, Executive Management, Analytics, Project Management, Technology Management, Business Strategy, Competitive Analysis, Risk Management, Data Warehousing, Change Management, Strategic Planning, Agile Project Management, Strategy, Software Development, Agile Methodologies, Business Intelligence, Enterprise Architecture, Cross-functional Team..., Business Process..., SaaS, Product Management, Integration, Software Project..., PMO, CRM, Cloud Computing, Start-ups, Project Portfolio..., Enterprise Software, Trading Systems, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, General Management
New York University 2002 — 2004
MS, Computer Science
Brandeis University 1994 — 1998
BA, Economics, Psychology
Wooster School 1988 — 1994
Two Sigma April 2015 - Present
Morgan Stanley January 2011 - April 2015
Morgan Stanley August 2007 - January 2011
Home Box Office January 1999 - August 2007
Volen Center for Complex Systems January 1996 - June 1998
Skills
Nearshore, Outsourcing, Team Management, Program Management, Software Design, Business Analysis, Vendor Management, Financial Analysis, IT Strategy, SDLC, Financial Services, Executive Management, Analytics, Project Management, Technology Management, Business Strategy, Competitive Analysis, Risk Management, Data Warehousing, Change Management, Strategic Planning, Agile Project Management, Strategy, Software Development, Agile Methodologies, Business Intelligence, Enterprise Architecture, Cross-functional Team..., Business Process..., SaaS, Product Management, Integration, Software Project..., PMO, CRM, Cloud Computing, Start-ups, Project Portfolio..., Enterprise Software, Trading Systems, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, General Management
New York University 2002 — 2004
MS, Computer Science
Brandeis University 1994 — 1998
BA, Economics, Psychology
Wooster School 1988 — 1994
Shaun Burkins's Morgan Stanley Experience August 2008 - March 2010
Job AVP, Sr. Product Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank March 2013 - Present
PNC Investments, LLC December 2010 - March 2013
JP Morgan Chase March 2010 - December 2010
Morgan Stanley August 2008 - March 2010
Morgan Stanley August 2007 - August 2008
Skills
SQL, SAS programming, Call Centers, Data Quality Assurance, Data Analytics, Requirements Analysis, Technical Requirements..., Requirements Gathering, Test Validation, Essbase, Microstrategy, Test Case Generation, Use Case Diagrams, Workflow Diagrams
Education
Ohio Dominican University 2008 — 2010
MBA, Businees Administration
Bowling Green State University 2000 — 2004
Bachelors, Communications
Huntington National Bank March 2013 - Present
PNC Investments, LLC December 2010 - March 2013
JP Morgan Chase March 2010 - December 2010
Morgan Stanley August 2008 - March 2010
Morgan Stanley August 2007 - August 2008
Skills
SQL, SAS programming, Call Centers, Data Quality Assurance, Data Analytics, Requirements Analysis, Technical Requirements..., Requirements Gathering, Test Validation, Essbase, Microstrategy, Test Case Generation, Use Case Diagrams, Workflow Diagrams
Education
Ohio Dominican University 2008 — 2010
MBA, Businees Administration
Bowling Green State University 2000 — 2004
Bachelors, Communications
Madhu Philips's Morgan Stanley Experience August 2009 - January 2012
Job Global Lead of Trading Compliance and Information Barriers at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
Bridgewater Associates June 2012 - August 2012
Morgan Stanley August 2009 - January 2012
Morgan Stanley June 2003 - August 2009
Morgan Stanley December 2001 - June 2003
Morgan Stanley October 1998 - December 2001
CIBC 1997 - 1998
Citi 1996 - 1997
Skills
Credit Derivatives, Derivatives, Portfolio Management, Risk Management, Trading, Financial Risk, Prime Brokerage, Securitization, Credit, Hedge Funds, Collateral Management, Equities, Finance, Financial Services, Fixed Income, Capital Markets
Education
Boston University School of Law 1991 — 1994
JD, Law
SUNY Stony Brook 1987 — 1991
Bachelor of Applied Science (BASc), Economics
BlackRock September 2012 - Present
Bridgewater Associates June 2012 - August 2012
Morgan Stanley August 2009 - January 2012
Morgan Stanley June 2003 - August 2009
Morgan Stanley December 2001 - June 2003
Morgan Stanley October 1998 - December 2001
CIBC 1997 - 1998
Citi 1996 - 1997
Skills
Credit Derivatives, Derivatives, Portfolio Management, Risk Management, Trading, Financial Risk, Prime Brokerage, Securitization, Credit, Hedge Funds, Collateral Management, Equities, Finance, Financial Services, Fixed Income, Capital Markets
Education
Boston University School of Law 1991 — 1994
JD, Law
SUNY Stony Brook 1987 — 1991
Bachelor of Applied Science (BASc), Economics
Rachel Pennycuick's Morgan Stanley Experience March 2015 - Present
Job Technology Project Manager
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley May 2012 - January 2013
Morgan Stanley February 2010 - May 2012
Morgan Stanley May 2006 - March 2010
Morgan Stanley 2002 - 2006
Societe Generale 2000 - 2002
Deutsche Bank 1998 - 2000
Caspian Securities 1997 - 1998
Skills
Fundraising, Event Management, Deployment, ITIL, Program Management, Integration, Vendor Relations, Technical Project..., Project Management, System Deployment, Agile Project Management, System Administration, Trading Systems, IT Strategy, Virtualization, Vendor Management, Market Data, Disaster Recovery, Project Delivery, PMO, Agile Methodologies, Enterprise Architecture, Business Analysis, Data Center, IT Management, Reference Data
Education
Bournemouth University 1991 — 1995
Bachelor of Science (BSc Hons), Infromation Systems Management
Morgan Stanley March 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley May 2012 - January 2013
Morgan Stanley February 2010 - May 2012
Morgan Stanley May 2006 - March 2010
Morgan Stanley 2002 - 2006
Societe Generale 2000 - 2002
Deutsche Bank 1998 - 2000
Caspian Securities 1997 - 1998
Skills
Fundraising, Event Management, Deployment, ITIL, Program Management, Integration, Vendor Relations, Technical Project..., Project Management, System Deployment, Agile Project Management, System Administration, Trading Systems, IT Strategy, Virtualization, Vendor Management, Market Data, Disaster Recovery, Project Delivery, PMO, Agile Methodologies, Enterprise Architecture, Business Analysis, Data Center, IT Management, Reference Data
Education
Bournemouth University 1991 — 1995
Bachelor of Science (BSc Hons), Infromation Systems Management
Eric Kaplan's Morgan Stanley Experience March 2003 - September 2011
Job Managing Director / Mortgage Finance at Shellpoint Partners
Industry Banking
Experience
Shellpoint Partners September 2011 - Present
Morgan Stanley March 2003 - September 2011
Countrywide 2001 - 2003
Wachovia 1998 - 2001
The Money Store, Inc. 1997 - 1998
Cadwalader, Wickersham & Taft LLP 1996 - 1997
Hawkins Delafield & Wood LLP 1993 - 1996
Education
Boston University School of Law 1990 — 1993
JD
Princeton University 1986 — 1990
AB
Shellpoint Partners September 2011 - Present
Morgan Stanley March 2003 - September 2011
Countrywide 2001 - 2003
Wachovia 1998 - 2001
The Money Store, Inc. 1997 - 1998
Cadwalader, Wickersham & Taft LLP 1996 - 1997
Hawkins Delafield & Wood LLP 1993 - 1996
Education
Boston University School of Law 1990 — 1993
JD
Princeton University 1986 — 1990
AB
Ashley W.'s Morgan Stanley Experience 2007 - 2011
Job Performance Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory 2012 - Present
Morgan Stanley 2007 - 2011
Community Analytics 2006 - 2007
Towson University 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Project Management, Research, Risk Management, Analysis, Access, Data Analysis, Microsoft Word, Outlook, Advent, Minitab, R
Education
Towson University 2006 — 2009
Master of Science (M.S.)
Howard University 2003 — 2006
B.S.
Bowie State University 2001 — 2003
N/A
Brown Advisory 2012 - Present
Morgan Stanley 2007 - 2011
Community Analytics 2006 - 2007
Towson University 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Project Management, Research, Risk Management, Analysis, Access, Data Analysis, Microsoft Word, Outlook, Advent, Minitab, R
Education
Towson University 2006 — 2009
Master of Science (M.S.)
Howard University 2003 — 2006
B.S.
Bowie State University 2001 — 2003
N/A
Alasdair Cooper's Morgan Stanley Experience October 1996 - October 2005
Job Wealth Management Specialist at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services October 2005 - Present
Chagrin Valley Jaycees 2004 - 2013
Morgan Stanley October 1996 - October 2005
Chagrin Valley Jaycees May 2003 - May 2005
Skills
Retirement Planning, Series 66, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Insurance Planning, Mutual Funds, Financial Planning, Investment Strategies, Retirement Income..., Retirement, Asset Management, Series 63, Estate Planning
Education
Kent State University 1987 — 1991
Bachelor of Arts and Sciences
Bowling Green State University
Bachelor of Arts (B.A.)
Raymond James Financial Services October 2005 - Present
Chagrin Valley Jaycees 2004 - 2013
Morgan Stanley October 1996 - October 2005
Chagrin Valley Jaycees May 2003 - May 2005
Skills
Retirement Planning, Series 66, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Insurance Planning, Mutual Funds, Financial Planning, Investment Strategies, Retirement Income..., Retirement, Asset Management, Series 63, Estate Planning
Education
Kent State University 1987 — 1991
Bachelor of Arts and Sciences
Bowling Green State University
Bachelor of Arts (B.A.)
Namrata Kotwani's Morgan Stanley Experience May 2005 - August 2005
Job Associate at Crowell & Moring LLP
Industry Law Practice
Experience
Crowell & Moring LLP October 2012 - Present
Massachusetts Committee for Public Counsel Services January 2012 - May 2012
Boston University School of Law September 2009 - May 2012
Crowell & Moring LLP May 2011 - July 2011
Suffolk County District Attorney’s Office January 2011 - May 2011
Delhi High Court July 2010 - August 2010
Volunteer Lawyers Project of the Boston Bar Association 2010 - 2010
Department of Bioethics, National Institutes of Health 2006 - 2008
Morgan Stanley May 2005 - August 2005
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Research, Public Policy, Commercial Litigation, Civil Litigation, Courts
Education
Boston University School of Law 2009 — 2012
JD, cum laude
Wesleyan University 2002 — 2006
Bachelor of Arts with Honors, College of Social Studies, Economics
Crowell & Moring LLP October 2012 - Present
Massachusetts Committee for Public Counsel Services January 2012 - May 2012
Boston University School of Law September 2009 - May 2012
Crowell & Moring LLP May 2011 - July 2011
Suffolk County District Attorney’s Office January 2011 - May 2011
Delhi High Court July 2010 - August 2010
Volunteer Lawyers Project of the Boston Bar Association 2010 - 2010
Department of Bioethics, National Institutes of Health 2006 - 2008
Morgan Stanley May 2005 - August 2005
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Research, Public Policy, Commercial Litigation, Civil Litigation, Courts
Education
Boston University School of Law 2009 — 2012
JD, cum laude
Wesleyan University 2002 — 2006
Bachelor of Arts with Honors, College of Social Studies, Economics
Eric Graber's Morgan Stanley Experience June 1992 - July 1996
Job
Industry Entertainment
Experience
Financial Services Industry-Retirement Accts. March 2015 - Present
Holiday Artisans, Inc October 2014 - Present
Craig's Pianos & Keyboards June 2010 - October 2014
Adrian College August 2009 - May 2012
TIAA-CREF May 2007 - May 2008
Trust Company of America October 2004 - May 2007
Janus Capital Group June 1999 - February 2001
Morgan Stanley June 1992 - July 1996
Central City Opera 1990 - 1991
Skills
Client Relations Skills, Social Media, Project Management, Event Planning, Financial/Investment..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Nonprofits, Orchestral Music, Fundraising, Coaching, People Skills, Financial Management..., Financial Consultant, Public Relations, Editing, Organizational..., Strategic Planning, Team Building, Staff Development, PowerPoint, Strategic Financial..., IRAs, Direct Sales, Investments, Training, Voice Lessons, Outstanding..., Singing, Retirement Benefits, Choral Conducting, Music Education, Classical, Retirement Planning, Team-oriented, Dependable Team Player, Team Leadership, Non-profits, Presentations..., Vocal/Choral Coach, Marketing/Promotions, Fund-Raising, Stage Director, Classical Music, Spiritualist, Opera, Music, Leadership
Education
University of Tulsa 1988 — 1990
Master's
University of Colorado at Boulder 1996 — 1999
incomplete
University of Toledo 1987 — 1988
Bachelors
Bowling Green State University 1979 — 1986
n/a
Lakota High School 1975 — 1979
Diploma
Financial Services Industry-Retirement Accts. March 2015 - Present
Holiday Artisans, Inc October 2014 - Present
Craig's Pianos & Keyboards June 2010 - October 2014
Adrian College August 2009 - May 2012
TIAA-CREF May 2007 - May 2008
Trust Company of America October 2004 - May 2007
Janus Capital Group June 1999 - February 2001
Morgan Stanley June 1992 - July 1996
Central City Opera 1990 - 1991
Skills
Client Relations Skills, Social Media, Project Management, Event Planning, Financial/Investment..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Nonprofits, Orchestral Music, Fundraising, Coaching, People Skills, Financial Management..., Financial Consultant, Public Relations, Editing, Organizational..., Strategic Planning, Team Building, Staff Development, PowerPoint, Strategic Financial..., IRAs, Direct Sales, Investments, Training, Voice Lessons, Outstanding..., Singing, Retirement Benefits, Choral Conducting, Music Education, Classical, Retirement Planning, Team-oriented, Dependable Team Player, Team Leadership, Non-profits, Presentations..., Vocal/Choral Coach, Marketing/Promotions, Fund-Raising, Stage Director, Classical Music, Spiritualist, Opera, Music, Leadership
Education
University of Tulsa 1988 — 1990
Master's
University of Colorado at Boulder 1996 — 1999
incomplete
University of Toledo 1987 — 1988
Bachelors
Bowling Green State University 1979 — 1986
n/a
Lakota High School 1975 — 1979
Diploma
Jason Chang's Morgan Stanley Experience April 2004 - March 2006
Job Managing Director at Lockheed Martin Investment Management Company
Industry Investment Management
Experience
Lockheed Martin Investment Management Company March 2014 - Present
Lockheed Martin 2014 - 2015
Lockheed Martin 2014 - 2015
Goldman Sachs Asset Management June 2006 - March 2014
Goldman Sachs June 2006 - March 2014
Morgan Stanley April 2004 - March 2006
Skills
Equities
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Accounting & Finance
Boston University School of Medicine 1997 — 1998
Master's Degree, Medical Science
Northwestern University 1993 — 1997
BS, Biomedical Engineering
Lockheed Martin Investment Management Company March 2014 - Present
Lockheed Martin 2014 - 2015
Lockheed Martin 2014 - 2015
Goldman Sachs Asset Management June 2006 - March 2014
Goldman Sachs June 2006 - March 2014
Morgan Stanley April 2004 - March 2006
Skills
Equities
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Accounting & Finance
Boston University School of Medicine 1997 — 1998
Master's Degree, Medical Science
Northwestern University 1993 — 1997
BS, Biomedical Engineering
Firaz Ashraf's Morgan Stanley Experience March 2006 - August 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Ernst & Young July 2010 - November 2014
Deutsche Bank July 2009 - July 2010
Morgan Stanley March 2006 - August 2008
Citigroup 2005 - 2006
Columbia University May 2004 - August 2004
Brandeis University 2001 - 2003
Skills
Risk Management, Proprietary Trading, Fixed Income, Derivatives, Banking, Financial Markets, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, VBA, Business Strategy, Quantitative Analysis, Credit Risk, Excel, Risk, PowerPoint, Trading, Strategic Planning, Quantitative Analytics, Financial Risk, Valuation, Finance, Investments, Strategy, Microsoft Excel
Education
Columbia University in the City of New York 2003 — 2005
BSc, Biomedical Engineering
Brandeis University 2000 — 2003
BA, Computer Science
Ernst & Young July 2010 - November 2014
Deutsche Bank July 2009 - July 2010
Morgan Stanley March 2006 - August 2008
Citigroup 2005 - 2006
Columbia University May 2004 - August 2004
Brandeis University 2001 - 2003
Skills
Risk Management, Proprietary Trading, Fixed Income, Derivatives, Banking, Financial Markets, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, VBA, Business Strategy, Quantitative Analysis, Credit Risk, Excel, Risk, PowerPoint, Trading, Strategic Planning, Quantitative Analytics, Financial Risk, Valuation, Finance, Investments, Strategy, Microsoft Excel
Education
Columbia University in the City of New York 2003 — 2005
BSc, Biomedical Engineering
Brandeis University 2000 — 2003
BA, Computer Science
Robert Garrison's Morgan Stanley Experience December 1987 - July 2010
Job Chief Information Officer at Depository Trust and Clearing Corp.
Industry Information Technology and Services
Experience
Depository Trust and Clearing July 2011 - Present
Morgan Stanley December 1987 - July 2010
Education
Bowdoin College 1976 — 1980
Depository Trust and Clearing July 2011 - Present
Morgan Stanley December 1987 - July 2010
Education
Bowdoin College 1976 — 1980
Vicky Pangrazio's Morgan Stanley Experience January 2000 - Present
Job Partner at AVCJ
Industry Venture Capital & Private Equity
Experience
Morgan Stanley January 2000 - Present
Education
Boston University Questrom School of Business 1991 — 1994
Morgan Stanley January 2000 - Present
Education
Boston University Questrom School of Business 1991 — 1994
Meenah Kim's Morgan Stanley Experience July 2012 - 2015
Job at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Morgan Stanley July 2012 - 2015
Hawkins Delafield and Wood LLP July 2007 - June 2012
Pullman & Comley, LLC 2006 - 2007
Education
Boston University School of Law
Doctor of Law (J.D.)
Yale University
Bachelor of Arts (BA), History
Goldman Sachs April 2015 - Present
Morgan Stanley July 2012 - 2015
Hawkins Delafield and Wood LLP July 2007 - June 2012
Pullman & Comley, LLC 2006 - 2007
Education
Boston University School of Law
Doctor of Law (J.D.)
Yale University
Bachelor of Arts (BA), History
Tina Chuang's Morgan Stanley Experience 1995 - 2002
Job SVP at Lincoln Vale
Industry Financial Services
Experience
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
Deborah Telman's Morgan Stanley Experience January 1989 - August 1993
Job Vice President & General Counsel, Centers of Excellence Americas at Johnson Controls
Industry Mechanical or Industrial Engineering
Experience
Johnson Controls June 2014 - Present
Abbott January 2013 - May 2014
Abbott Laboratories September 2009 - December 2012
Ports America August 2008 - September 2009
The Boeing Company July 2002 - August 2008
Winston & Strawn LLP 1996 - 2002
Hopkins & Sutter September 1993 - September 1996
Morgan Stanley January 1989 - August 1993
Merrill Lynch September 1986 - January 1989
Skills
Mergers, Licensing, Intellectual Property, Corporate Governance, Due Diligence, FCPA, Employment Law, Joint Ventures, Trademarks, Corporate Law, Arbitration, Restructuring, Trade Secrets, Patents, Contract Negotiation, Ethics, Litigation, Commercial Litigation, International Law, Corporate Finance
Education
Boston University School of Law 1991 — 1993
JD
University of Pennsylvania 1982 — 1986
BA, Mathematics
Johnson Controls June 2014 - Present
Abbott January 2013 - May 2014
Abbott Laboratories September 2009 - December 2012
Ports America August 2008 - September 2009
The Boeing Company July 2002 - August 2008
Winston & Strawn LLP 1996 - 2002
Hopkins & Sutter September 1993 - September 1996
Morgan Stanley January 1989 - August 1993
Merrill Lynch September 1986 - January 1989
Skills
Mergers, Licensing, Intellectual Property, Corporate Governance, Due Diligence, FCPA, Employment Law, Joint Ventures, Trademarks, Corporate Law, Arbitration, Restructuring, Trade Secrets, Patents, Contract Negotiation, Ethics, Litigation, Commercial Litigation, International Law, Corporate Finance
Education
Boston University School of Law 1991 — 1993
JD
University of Pennsylvania 1982 — 1986
BA, Mathematics
Toni Salazar's Morgan Stanley Experience June 2000 - March 2005
Job Experienced Finance Professional
Industry Government Administration
Experience
National Institutes of Health January 2011 - Present
MetLife Investors May 2009 - January 2011
Navy Federal Financial Group October 2007 - May 2009
Lord Abbett March 2005 - September 2007
Morgan Stanley June 2000 - March 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Data Analysis, Risk Management, Series 7, Valuation, Analysis, Finance, Mutual Funds, Equities, Insurance, Business Analysis, Due Diligence, Asset Allocation, Strategic Planning, Economics
Education
University of Maryland College Park 2010 — 2011
Master of Business Administration, Business Administration
University of Maryland College Park 2008 — 2010
Master of Science, Finance and Information Systems Management
Bowie State University 1994 — 1999
BS, Biology
National Institutes of Health January 2011 - Present
MetLife Investors May 2009 - January 2011
Navy Federal Financial Group October 2007 - May 2009
Lord Abbett March 2005 - September 2007
Morgan Stanley June 2000 - March 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Data Analysis, Risk Management, Series 7, Valuation, Analysis, Finance, Mutual Funds, Equities, Insurance, Business Analysis, Due Diligence, Asset Allocation, Strategic Planning, Economics
Education
University of Maryland College Park 2010 — 2011
Master of Business Administration, Business Administration
University of Maryland College Park 2008 — 2010
Master of Science, Finance and Information Systems Management
Bowie State University 1994 — 1999
BS, Biology
Beverly Israely's Morgan Stanley Experience January 2010 - April 2011
Job in between . . .
Industry Photography
Experience
www.beverlyisraely.com 2012 - Present
Morgan Stanley January 2010 - April 2011
Glocap May 2006 - June 2009
Eurohypo AG September 2002 - March 2004
JP Morgan Chase September 1999 - June 2002
Capital Trust January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Brandeis University 1984 — 1988
BA, American Studies, Women's Studies
www.beverlyisraely.com 2012 - Present
Morgan Stanley January 2010 - April 2011
Glocap May 2006 - June 2009
Eurohypo AG September 2002 - March 2004
JP Morgan Chase September 1999 - June 2002
Capital Trust January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Brandeis University 1984 — 1988
BA, American Studies, Women's Studies
Brian Knapp's Morgan Stanley Experience June 2001 - June 2003
Job Executive Director J.P. Morgan Securities LLC
Industry Investment Banking
Experience
J.P. Morgan Securities LLC February 2014 - Present
JP Morgan Chase October 2009 - January 2014
RBS Sempra Commodities November 2008 - October 2009
Lehman Brothers August 2005 - November 2008
Deutsche Bank July 2003 - July 2005
Morgan Stanley June 2001 - June 2003
Skills
Derivatives, Credit Risk, Investment Banking, Structured Finance, FX Options, Commodity, Credit, Fixed Income, Capital Markets, Finance, Hedge Funds, Equities, Valuation, Financial Modeling, Credit Derivatives, Bloomberg, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Bowdoin College 1996 — 2000
BA, Government & Legal Studies
J.P. Morgan Securities LLC February 2014 - Present
JP Morgan Chase October 2009 - January 2014
RBS Sempra Commodities November 2008 - October 2009
Lehman Brothers August 2005 - November 2008
Deutsche Bank July 2003 - July 2005
Morgan Stanley June 2001 - June 2003
Skills
Derivatives, Credit Risk, Investment Banking, Structured Finance, FX Options, Commodity, Credit, Fixed Income, Capital Markets, Finance, Hedge Funds, Equities, Valuation, Financial Modeling, Credit Derivatives, Bloomberg, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Bowdoin College 1996 — 2000
BA, Government & Legal Studies
Mark Reisman's Morgan Stanley Experience Sr. Portfolio ExecutiveGetronics2003 - 2006
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Sr. Portfolio ExecutiveGetronics2003 - 2006
Unisys 1995 - 2003
Education
Bowling Green State University 1966 — 1970
BS, Business Administration
Morgan Stanley Sr. Portfolio ExecutiveGetronics2003 - 2006
Unisys 1995 - 2003
Education
Bowling Green State University 1966 — 1970
BS, Business Administration
Pierro Turgeon's Morgan Stanley Experience Executive DirectorMorgan Stanley Prime Brokerage1997 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Executive DirectorMorgan Stanley Prime Brokerage1997 - Present
Morgan Stanley 1997 - 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Securities Lending, Fixed Income, Equity Derivatives, Alternative Investments, Derivatives, Series 7, Securities, Credit Derivatives, Bloomberg
Education
Bowdoin College 2001 — 2005
BA, Math
Morgan Stanley Executive DirectorMorgan Stanley Prime Brokerage1997 - Present
Morgan Stanley 1997 - 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Securities Lending, Fixed Income, Equity Derivatives, Alternative Investments, Derivatives, Series 7, Securities, Credit Derivatives, Bloomberg
Education
Bowdoin College 2001 — 2005
BA, Math
Robert Kopp's Morgan Stanley Experience January 1984 - February 2002
Job Realtor with Roman Realty Group
Industry Real Estate
Experience
Roman Realty Group April 2009 - Present
RE/MAX Excels October 2002 - April 2009
Morgan Stanley January 1984 - February 2002
Skills
Real Estate, Investment Properties, Investments, REO, Mortgage Lending, Brokerage, Investors, Short Sales, First Time Home Buyers, Asset Managment, Foreclosures, FHA, Residential Homes, New Business Development, Property Management, Sellers, Selling, Move Up Buyers, New Home Sales, Buyer Representation, Listings, Single Family Homes, Relocation, New Homes, Townhomes, Condos, Referrals, ABR, Homeowners, Buyer Broker, Home, Custom Homes, Buyers, Accredited Buyer Rep, Home Care, Buyer's Agent, Home Staging, Relocation Buyers, Assisting First Time..., Buyer Education, Sales
Education
University of Toledo College of Law 1981 — 1983
Bowling Green State University 1975 — 1979
BS, Business
Roman Realty Group April 2009 - Present
RE/MAX Excels October 2002 - April 2009
Morgan Stanley January 1984 - February 2002
Skills
Real Estate, Investment Properties, Investments, REO, Mortgage Lending, Brokerage, Investors, Short Sales, First Time Home Buyers, Asset Managment, Foreclosures, FHA, Residential Homes, New Business Development, Property Management, Sellers, Selling, Move Up Buyers, New Home Sales, Buyer Representation, Listings, Single Family Homes, Relocation, New Homes, Townhomes, Condos, Referrals, ABR, Homeowners, Buyer Broker, Home, Custom Homes, Buyers, Accredited Buyer Rep, Home Care, Buyer's Agent, Home Staging, Relocation Buyers, Assisting First Time..., Buyer Education, Sales
Education
University of Toledo College of Law 1981 — 1983
Bowling Green State University 1975 — 1979
BS, Business
Ellen Weinstein's Morgan Stanley Experience May 2012 - Present
Job Executive Director, ETF Product Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2012 - Present
Morgan Stanley March 2008 - May 2012
Morgan Stanley May 2007 - March 2008
Morgan Stanley September 2006 - May 2007
Morgan Stanley May 2006 - August 2006
Skills
ETFs
Education
Brandeis University 2003 — 2006
Bachelor's degree, Economics and French Language and Literature
Morgan Stanley May 2012 - Present
Morgan Stanley March 2008 - May 2012
Morgan Stanley May 2007 - March 2008
Morgan Stanley September 2006 - May 2007
Morgan Stanley May 2006 - August 2006
Skills
ETFs
Education
Brandeis University 2003 — 2006
Bachelor's degree, Economics and French Language and Literature
Michael Chekalin's Morgan Stanley Experience March 2012 - Present
Job Associate/Capital Markets
Industry Investment Management
Experience
Morgan Stanley March 2012 - Present
Mizuho Corporate Bank July 2011 - February 2012
T3 Capital Management June 2010 - October 2011
Midas Corp September 2009 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Bloomberg Terminal, Equity Trading, FX trading, Risk Management, Middle Office, Front Office, Microsoft Office, Series 7, Bloomberg, Securities
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Economics
Morgan Stanley March 2012 - Present
Mizuho Corporate Bank July 2011 - February 2012
T3 Capital Management June 2010 - October 2011
Midas Corp September 2009 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Bloomberg Terminal, Equity Trading, FX trading, Risk Management, Middle Office, Front Office, Microsoft Office, Series 7, Bloomberg, Securities
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Economics
Craig Brass's Morgan Stanley Experience July 2000 - January 2009
Job Financial AdvisorSenior Institutional Consultant
Industry Financial Services
Experience
UBS January 2009 - Present
Great Lakes Golf Academy April 2010 - Present
Golf Writer 1995 - Present
Morgan Stanley July 2000 - January 2009
Education
Michigan State University 1984 — 1985
Master of Art, Advertising
Bowling Green State University 1977 — 1981
B.S., Business
UBS January 2009 - Present
Great Lakes Golf Academy April 2010 - Present
Golf Writer 1995 - Present
Morgan Stanley July 2000 - January 2009
Education
Michigan State University 1984 — 1985
Master of Art, Advertising
Bowling Green State University 1977 — 1981
B.S., Business
Maggie Parent's Morgan Stanley Experience February 1993 - December 2013
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Credit Suisse December 2013 - December 2014
Morgan Stanley February 1993 - December 2013
IDD Information Services 1984 - 1993
Skills
Hedge Funds, Capital Markets, Equities, Investment Banking, Fixed Income, Prime Brokerage, Derivatives, Alternative Investments
Education
Bowdoin College
Bachelor of Arts (B.A.)
Deutsche Bank January 2015 - Present
Credit Suisse December 2013 - December 2014
Morgan Stanley February 1993 - December 2013
IDD Information Services 1984 - 1993
Skills
Hedge Funds, Capital Markets, Equities, Investment Banking, Fixed Income, Prime Brokerage, Derivatives, Alternative Investments
Education
Bowdoin College
Bachelor of Arts (B.A.)
Charles Rupinski's Morgan Stanley Experience 1994 - 1999
Job Director and Senior AnalystShipping at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities September 2014 - Present
Drewry February 2014 - August 2014
Charles Rupinski February 2010 - January 2014
Maxim Group 2007 - 2010
ForstmannLeff 2000 - 2006
Morgan Stanley 1994 - 1999
Price Waterhouse 1993 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Capital Markets, Asset Management, Corporate Finance, Derivatives, Options, Equities, Alternative Investments, Valuation
Education
Bowdoin College
A.B. Cum Laude, Government and History
Columbia University - Columbia Business School
MBA, Finance
University of Cambridge
MPhil, Social and Political Theory
Global Hunter Securities September 2014 - Present
Drewry February 2014 - August 2014
Charles Rupinski February 2010 - January 2014
Maxim Group 2007 - 2010
ForstmannLeff 2000 - 2006
Morgan Stanley 1994 - 1999
Price Waterhouse 1993 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Capital Markets, Asset Management, Corporate Finance, Derivatives, Options, Equities, Alternative Investments, Valuation
Education
Bowdoin College
A.B. Cum Laude, Government and History
Columbia University - Columbia Business School
MBA, Finance
University of Cambridge
MPhil, Social and Political Theory
Rajan Shah's Morgan Stanley Experience May 2000 - February 2006
Job Software Engineer
Industry Financial Services
Experience
Healthcare startup May 2014 - March 2015
Fidelity Investments April 2012 - April 2014
AQR Capital Management August 2010 - November 2011
Consulting January 2010 - June 2011
NorthPoint Solutions March 2009 - January 2010
Fortress Investment Group March 2008 - December 2008
Susquehanna International Group February 2006 - February 2008
Morgan Stanley May 2000 - February 2006
Siemens Corp. Research November 1997 - May 2000
Motorola Corp June 1997 - November 1997
Skills
Trading Systems, BigData Technologies, Trading Strategies, Transaction Cost..., Quantitative Analysis, Hadoop, High Frequency Trading, Options, R, Electronic Trading, Quantitative Finance, Distributed Systems, Portfolio Management, Trading, Bloomberg
Education
Bradley University 1995 — 1997
M.S., Computer Science
Maharaja Sayajirao University 1988 — 1992
B.S., Computer Science
Sheth C. N. Vidyalaya 1984 — 1988
High School, Science, High School
Healthcare startup May 2014 - March 2015
Fidelity Investments April 2012 - April 2014
AQR Capital Management August 2010 - November 2011
Consulting January 2010 - June 2011
NorthPoint Solutions March 2009 - January 2010
Fortress Investment Group March 2008 - December 2008
Susquehanna International Group February 2006 - February 2008
Morgan Stanley May 2000 - February 2006
Siemens Corp. Research November 1997 - May 2000
Motorola Corp June 1997 - November 1997
Skills
Trading Systems, BigData Technologies, Trading Strategies, Transaction Cost..., Quantitative Analysis, Hadoop, High Frequency Trading, Options, R, Electronic Trading, Quantitative Finance, Distributed Systems, Portfolio Management, Trading, Bloomberg
Education
Bradley University 1995 — 1997
M.S., Computer Science
Maharaja Sayajirao University 1988 — 1992
B.S., Computer Science
Sheth C. N. Vidyalaya 1984 — 1988
High School, Science, High School
Dana Kekst's Morgan Stanley Experience August 2005 - September 2007
Job Real Estate Professional Exploring Opportunities
Industry Real Estate
Experience
JP Morgan September 2007 - October 2009
Morgan Stanley August 2005 - September 2007
Education
New York University 2008 — 2011
MS, Real Estate
Brandeis University 2001 — 2005
BA, Economics
JP Morgan September 2007 - October 2009
Morgan Stanley August 2005 - September 2007
Education
New York University 2008 — 2011
MS, Real Estate
Brandeis University 2001 — 2005
BA, Economics
andrew caplan's Morgan Stanley Experience 2000 - 2003
Job Partner at Bayon Advisors LLC
Industry Banking
Experience
Bayon Advisors LLC January 2013 - Present
Barclays Capital Asia June 2011 - December 2012
Lehman Brothers 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Equities, Alternative Investments, Derivatives, Options, Swaps, Trading, Equity Derivatives, Hedge Funds, Capital Markets, Structured Products, Fixed Income, Bloomberg, Electronic Trading, FX Options
Education
St Luke's School 1994 — 1996
Bowdoin College
Bayon Advisors LLC January 2013 - Present
Barclays Capital Asia June 2011 - December 2012
Lehman Brothers 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Equities, Alternative Investments, Derivatives, Options, Swaps, Trading, Equity Derivatives, Hedge Funds, Capital Markets, Structured Products, Fixed Income, Bloomberg, Electronic Trading, FX Options
Education
St Luke's School 1994 — 1996
Bowdoin College
Christian Pugaczewski's Morgan Stanley Experience May 2008 - February 2009
Job Associate at Shearman & Sterling LLP
Industry Financial Services
Experience
Shearman & Sterling LLP May 2011 - Present
Pershing LLC February 2010 - April 2011
Morgan Stanley May 2008 - February 2009
Cadwalader, Wickersham & Taft LLP September 2004 - April 2008
Skills
Market Access, Asset Custody, Asset Management, Derivatives, Hedge Funds, Fixed Income, Equities, Swaps, Prime Brokerage, Options, ISDA, FX Options, Commodity, Investments, Bonds
Education
Boston University School of Law 2001 — 2004
Juris Doctorate
Old Dominion University 1997 — 2001
Bachelor of Science, Political Science
Shearman & Sterling LLP May 2011 - Present
Pershing LLC February 2010 - April 2011
Morgan Stanley May 2008 - February 2009
Cadwalader, Wickersham & Taft LLP September 2004 - April 2008
Skills
Market Access, Asset Custody, Asset Management, Derivatives, Hedge Funds, Fixed Income, Equities, Swaps, Prime Brokerage, Options, ISDA, FX Options, Commodity, Investments, Bonds
Education
Boston University School of Law 2001 — 2004
Juris Doctorate
Old Dominion University 1997 — 2001
Bachelor of Science, Political Science
Stephen Chrisanthus's Morgan Stanley Experience 2006 - 2008
Job Associate Director at Delray Beach Marketing Cooperative
Industry Marketing and Advertising
Experience
Delray Beach Marketing Cooperative 2013 - Present
The Petraeus Group March 2010 - Present
Independent Finance and Insurance 2012 - 2013
J.P. Morgan 2009 - 2010
Morgan Stanley 2006 - 2008
Cabo Beach Club 2003 - 2006
Skills
Corporate Communications, Social Media, Public Relations, Media Relations, Social Media Marketing, Marketing Communications, Strategic Communications, Press Releases, Event Planning, Internal Communications, Event Management, Marketing Strategy, Digital Marketing, Social Networking, Facebook, Marketing, Investments, Integrated Marketing, Direct Marketing, Business Development, Strategic Planning, Management, Leadership, Online Marketing
Education
New York University
Master's degree, Public Relations, Advertising, and Applied Communication
College of Charleston
Bachelor of Arts (B.A.), Communication and Media Studies
Bowling Green State University
Delray Beach Marketing Cooperative 2013 - Present
The Petraeus Group March 2010 - Present
Independent Finance and Insurance 2012 - 2013
J.P. Morgan 2009 - 2010
Morgan Stanley 2006 - 2008
Cabo Beach Club 2003 - 2006
Skills
Corporate Communications, Social Media, Public Relations, Media Relations, Social Media Marketing, Marketing Communications, Strategic Communications, Press Releases, Event Planning, Internal Communications, Event Management, Marketing Strategy, Digital Marketing, Social Networking, Facebook, Marketing, Investments, Integrated Marketing, Direct Marketing, Business Development, Strategic Planning, Management, Leadership, Online Marketing
Education
New York University
Master's degree, Public Relations, Advertising, and Applied Communication
College of Charleston
Bachelor of Arts (B.A.), Communication and Media Studies
Bowling Green State University
Christopher Babcock's Morgan Stanley Experience July 2005 - February 2011
Job Financial & Strategic Planning | Corporate Development | Business Intelligence & Analytics
Industry Financial Services
Experience
Somes Capital Group February 2011 - Present
Morgan Stanley July 2005 - February 2011
Christopher Babcock Co. June 2001 - July 2005
ARAMARK Corp. January 2000 - June 2001
Citigroup Inc. December 1997 - January 2000
PricewaterhouseCoopers, LLP June 1992 - December 1997
Skills
Leadership, Coaching &..., Strategic Planning, Predictive Analytics &..., Corporate Development, Complex Financial..., Business Plan..., Operating Reviews,..., Performance Metrics &..., Research & Competitive..., Mergers & Acquisitions, Strategy to Post-Deal..., Valuation Methodologies, Synergy & Cost Analysis, Investment Management, Social Marketing, Presentation,..., Due Diligence, Hedge Funds, Portfolio Management, Risk Management, Analytics, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Bowdoin College 1982 — 1986
AB, Biochemistry, Government
Somes Capital Group February 2011 - Present
Morgan Stanley July 2005 - February 2011
Christopher Babcock Co. June 2001 - July 2005
ARAMARK Corp. January 2000 - June 2001
Citigroup Inc. December 1997 - January 2000
PricewaterhouseCoopers, LLP June 1992 - December 1997
Skills
Leadership, Coaching &..., Strategic Planning, Predictive Analytics &..., Corporate Development, Complex Financial..., Business Plan..., Operating Reviews,..., Performance Metrics &..., Research & Competitive..., Mergers & Acquisitions, Strategy to Post-Deal..., Valuation Methodologies, Synergy & Cost Analysis, Investment Management, Social Marketing, Presentation,..., Due Diligence, Hedge Funds, Portfolio Management, Risk Management, Analytics, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Bowdoin College 1982 — 1986
AB, Biochemistry, Government
Carla Jane Findlay-Dons's Morgan Stanley Experience August 2006 - August 2008
Job Executive Director Investment Management Client Account Specialist at Goldman Sachs
Industry Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs August 2008 - August 2014
Morgan Stanley August 2006 - August 2008
Morgan Stanley June 2006 - August 2006
Sony Music Entertainment February 1999 - May 2001
Skills
Derivatives, Asset Management, Investment Banking, Fixed Income, Equities, EMIR implementation for..., Emerging Markets, Money Market Funds, Manage Client..., Banking Regulation, UCITS, Equity Derivatives, Structured Products, Capital Markets, Bloomberg, Hedge Funds, Banking Law
Education
BPP Law School 2013 — 2013
Law - Solicitor, QLTT
University of Law 2005 — 2007
Bachelor of Laws (LLB), Barrister
The University of Edinburgh 2001 — 2005
Bachelor of Fine Arts (B.F.A.), Fine Art
Goldman Sachs August 2014 - Present
Goldman Sachs August 2008 - August 2014
Morgan Stanley August 2006 - August 2008
Morgan Stanley June 2006 - August 2006
Sony Music Entertainment February 1999 - May 2001
Skills
Derivatives, Asset Management, Investment Banking, Fixed Income, Equities, EMIR implementation for..., Emerging Markets, Money Market Funds, Manage Client..., Banking Regulation, UCITS, Equity Derivatives, Structured Products, Capital Markets, Bloomberg, Hedge Funds, Banking Law
Education
BPP Law School 2013 — 2013
Law - Solicitor, QLTT
University of Law 2005 — 2007
Bachelor of Laws (LLB), Barrister
The University of Edinburgh 2001 — 2005
Bachelor of Fine Arts (B.F.A.), Fine Art
Buzz Weinert's Morgan Stanley Experience January 1998 - December 2005
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2005 - Present
Morgan Stanley January 1998 - December 2005
Skills
Retirement, Retirement Planning, Asset Allocation, Mutual Funds, IRAs, Insurance
Education
Bowling Green State University 1982 — 1983
Masters, Business Education
Wells Fargo Advisors, LLC December 2005 - Present
Morgan Stanley January 1998 - December 2005
Skills
Retirement, Retirement Planning, Asset Allocation, Mutual Funds, IRAs, Insurance
Education
Bowling Green State University 1982 — 1983
Masters, Business Education
Ariel Seldman's Morgan Stanley Experience
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Capital Markets
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Brandeis University 1987 — 1991
Morgan Stanley
Skills
Capital Markets
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Brandeis University 1987 — 1991
Lloyd Byrne's Morgan Stanley Experience 1995 - 2008
Job at
Industry Investment Management
Experience
Nomura Securities December 2014 - Present
Graham Capital Management, L.P. April 2013 - Present
Ospraie Management 2008 - March 2013
Morgan Stanley 1995 - 2008
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Trading, General Awesomeness, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Valuation, Financial Modeling
Education
Duke Fuqua School of Business 1992 — 1994
Bowdoin College 1984 — 1988
Nomura Securities December 2014 - Present
Graham Capital Management, L.P. April 2013 - Present
Ospraie Management 2008 - March 2013
Morgan Stanley 1995 - 2008
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Trading, General Awesomeness, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Valuation, Financial Modeling
Education
Duke Fuqua School of Business 1992 — 1994
Bowdoin College 1984 — 1988
Julien Yoo's Morgan Stanley Experience 2005 - 2010
Job Vice President at Goldman Sachs
Industry Law Practice
Experience
Goldman Sachs December 2014 - Present
Morgan Stanley 2005 - 2010
Shearman & Sterling May 2001 - December 2004
Swidler Berlin Shereff Friedman, LLP September 1996 - May 2001
Education
Brooklyn Law School 1993 — 1996
JD
Bowdoin College 1989 — 1993
A.B.
Goldman Sachs December 2014 - Present
Morgan Stanley 2005 - 2010
Shearman & Sterling May 2001 - December 2004
Swidler Berlin Shereff Friedman, LLP September 1996 - May 2001
Education
Brooklyn Law School 1993 — 1996
JD
Bowdoin College 1989 — 1993
A.B.
James Ojewumi's Morgan Stanley Experience March 2011 - February 2013
Job Functional Testing Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture August 2014 - Present
Promontory Interfinancial Network June 2013 - July 2014
Morgan Stanley March 2011 - February 2013
Capital One February 2009 - March 2011
Chevy Chase Bank October 2005 - February 2009
Skills
Derivatives, Securities, Risk Management, Banking, Capital Markets, Financial Services, Process Improvement, Options, Analysis
Education
Bowie State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Accenture August 2014 - Present
Promontory Interfinancial Network June 2013 - July 2014
Morgan Stanley March 2011 - February 2013
Capital One February 2009 - March 2011
Chevy Chase Bank October 2005 - February 2009
Skills
Derivatives, Securities, Risk Management, Banking, Capital Markets, Financial Services, Process Improvement, Options, Analysis
Education
Bowie State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Oliver Wilkinson's Morgan Stanley Experience July 2013 - Present
Job Executive Director Commodity Futures and Options at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2013 - Present
J.P. Morgan September 2006 - June 2013
ABN AMRO Bank N.V. February 2006 - September 2006
Manro Haydan Trading June 2003 - January 2006
Skills
Commodity Markets
Education
Bournemouth University 1999 — 2003
Bachelor of Laws (LLB)
Chatham House Grammar School, Ramsgate, Kent 1992 — 1999
Morgan Stanley July 2013 - Present
J.P. Morgan September 2006 - June 2013
ABN AMRO Bank N.V. February 2006 - September 2006
Manro Haydan Trading June 2003 - January 2006
Skills
Commodity Markets
Education
Bournemouth University 1999 — 2003
Bachelor of Laws (LLB)
Chatham House Grammar School, Ramsgate, Kent 1992 — 1999
Jonathan Fouts's Morgan Stanley Experience June 1995 - Present
Job Investment Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Banking June 2001 - Present
Morgan Stanley June 1995 - Present
Skills
M&A, Corporate Finance...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
Master of Business Administration (MBA)
Bowdoin College 1984 — 1988
Bachelor of Arts (BA), Economics. Government & Legal Studies
Morgan Stanley Investment Banking June 2001 - Present
Morgan Stanley June 1995 - Present
Skills
M&A, Corporate Finance...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
Master of Business Administration (MBA)
Bowdoin College 1984 — 1988
Bachelor of Arts (BA), Economics. Government & Legal Studies
Nick Vailas's Morgan Stanley Experience May 2015 - August 2015
Job Student at Bowdoin College
Industry Financial Services
Experience
Morgan Stanley May 2015 - August 2015
Bowdoin College January 2015 - May 2015
New England Development May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Real Estate, Commercial Leasing, Real Estate Development, Public Speaking, Property Management, Wealth Management, Retail Banking, Retirement Planning, Financial Planning, Investment Research
Education
Bowdoin College 2014 — 2018
BS, Economics and Math, Class of 2018
Harvard Extension School 2015 — 2015
Summer School, Accounting and Finance
Morgan Stanley May 2015 - August 2015
Bowdoin College January 2015 - May 2015
New England Development May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Real Estate, Commercial Leasing, Real Estate Development, Public Speaking, Property Management, Wealth Management, Retail Banking, Retirement Planning, Financial Planning, Investment Research
Education
Bowdoin College 2014 — 2018
BS, Economics and Math, Class of 2018
Harvard Extension School 2015 — 2015
Summer School, Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS