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
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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
Jared Cummings Jared Cummings's Morgan Stanley Experience August 2006 - 2014
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - 2014
Financial Freedom International, Inc. 2003 - 2006
Education
Westminster College 2010 — 2012
MBA
Brigham Young University 2004 — 2006
BS, Business Administration
Morgan Stanley August 2006 - 2014
Financial Freedom International, Inc. 2003 - 2006
Education
Westminster College 2010 — 2012
MBA
Brigham Young University 2004 — 2006
BS, Business Administration
Scot Willey Scot Willey's Morgan Stanley Experience October 2000 - March 2006
Job Network Engineer at Overstock.com
Industry Information Technology and Services
Experience
Overstock.com October 2006 - Present
TransCore March 2006 - September 2006
Morgan Stanley October 2000 - March 2006
Skills
Firewalls, Network Architecture, BGP, Load Balancing, Network Security, DNS, Networking, VPN, Network Engineering, Data Center, Disaster Recovery, OSPF, Cisco Technologies, Routing, Juniper, TCP/IP, Network Administration, Routing Protocols
Education
Brigham Young University 1996 — 1997
Masters, Civil Engineering
Brigham Young University 1987 — 1996
BS/BA, Civil Engineering/Spanish
Overstock.com October 2006 - Present
TransCore March 2006 - September 2006
Morgan Stanley October 2000 - March 2006
Skills
Firewalls, Network Architecture, BGP, Load Balancing, Network Security, DNS, Networking, VPN, Network Engineering, Data Center, Disaster Recovery, OSPF, Cisco Technologies, Routing, Juniper, TCP/IP, Network Administration, Routing Protocols
Education
Brigham Young University 1996 — 1997
Masters, Civil Engineering
Brigham Young University 1987 — 1996
BS/BA, Civil Engineering/Spanish
Eric Dean, Esq. Eric Dean, Esq.'s Morgan Stanley Experience August 2013 - Present
Job Manager, Legal & Compliance Division at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2013 - Present
Education
New York Law School 2010 — 2013
Juris Doctor, Banking, Corporate, Finance, Compliance and Securities Law, • Deans List
Flagler College 2005 — 2007
Bachelor of Arts, Business & Sports Management
Brookdale Community College 2002 — 2004
Associate of Arts, Business Management
Morgan Stanley August 2013 - Present
Education
New York Law School 2010 — 2013
Juris Doctor, Banking, Corporate, Finance, Compliance and Securities Law, • Deans List
Flagler College 2005 — 2007
Bachelor of Arts, Business & Sports Management
Brookdale Community College 2002 — 2004
Associate of Arts, Business Management
Andrew Van Noy Andrew Van Noy's Morgan Stanley Experience November 2009 - May 2010
Job Chief Executive Officer at Warp 9, Inc.
Industry Computer Software
Experience
Warp 9, Inc. August 2012 - Present
Warp 9, Inc. April 2012 - August 2012
Warp 9 Inc. May 2011 - April 2012
PageTransformer April 2010 - August 2011
Morgan Stanley November 2009 - May 2010
Velocity of Money January 2007 - January 2009
Skills
Start-ups, Team Management, Small Business, Strategic Partnerships, E-commerce, Business Development, Entrepreneurship, New Business Development, Executive Management, Business Strategy, SaaS, Marketing Strategy, B2B, Product Marketing, Online Advertising, Strategy, Digital Marketing, Selling, Training, Leadership
Education
Brigham Young University 2001 — 2006
Bachelors of Science, Sociology
Warp 9, Inc. August 2012 - Present
Warp 9, Inc. April 2012 - August 2012
Warp 9 Inc. May 2011 - April 2012
PageTransformer April 2010 - August 2011
Morgan Stanley November 2009 - May 2010
Velocity of Money January 2007 - January 2009
Skills
Start-ups, Team Management, Small Business, Strategic Partnerships, E-commerce, Business Development, Entrepreneurship, New Business Development, Executive Management, Business Strategy, SaaS, Marketing Strategy, B2B, Product Marketing, Online Advertising, Strategy, Digital Marketing, Selling, Training, Leadership
Education
Brigham Young University 2001 — 2006
Bachelors of Science, Sociology
Shelley McGuire Shelley McGuire's Morgan Stanley Experience October 2004 - January 2008
Job Process Management Consultant; Mortgage Due Diligence for Distressed Asset and Whole Loan Sales
Industry Information Services
Experience
Stillwater Solutions 2001 - Present
FamilySearch April 2008 - October 2013
Morgan Stanley October 2004 - January 2008
Fairbanks Capital February 1992 - October 2001
Skills
Project Management, Leadership, Change Management, Team Leadership, Process Improvement, CRM, Mortgage Banking, Mortgage Servicing, Mortgage underwriting, Mortgage Lending, Management, Foreclosures, Loan Servicing, Strategic Planning, Team Building, Leadership Development, Coaching, SharePoint, Business Strategy, Due Diligence, Agile Methodologies, Cross-functional Team..., Business Intelligence, Analysis, Management Consulting, Real Estate Title Issue...
Education
Westminster College 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration, 3.8
Brigham Young University
Bachelor’s Degree
Stillwater Solutions 2001 - Present
FamilySearch April 2008 - October 2013
Morgan Stanley October 2004 - January 2008
Fairbanks Capital February 1992 - October 2001
Skills
Project Management, Leadership, Change Management, Team Leadership, Process Improvement, CRM, Mortgage Banking, Mortgage Servicing, Mortgage underwriting, Mortgage Lending, Management, Foreclosures, Loan Servicing, Strategic Planning, Team Building, Leadership Development, Coaching, SharePoint, Business Strategy, Due Diligence, Agile Methodologies, Cross-functional Team..., Business Intelligence, Analysis, Management Consulting, Real Estate Title Issue...
Education
Westminster College 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration, 3.8
Brigham Young University
Bachelor’s Degree
Jason C. Johnson Jason C. Johnson's Morgan Stanley Experience December 2006 - June 2008
Job Managing Director at Whitman Peterson
Industry Real Estate
Experience
Whitman Peterson July 2012 - Present
Highridge Partners September 2010 - February 2012
Morgan Stanley December 2006 - June 2008
Deloitte September 2004 - December 2006
Skills
Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Private Equity, Financial Analysis, Asset Managment, Real Estate, Investments, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Real Estate and Finance
Brigham Young University 2000 — 2004
MAcc/BS, Professional Accountancy
Whitman Peterson July 2012 - Present
Highridge Partners September 2010 - February 2012
Morgan Stanley December 2006 - June 2008
Deloitte September 2004 - December 2006
Skills
Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Private Equity, Financial Analysis, Asset Managment, Real Estate, Investments, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Real Estate and Finance
Brigham Young University 2000 — 2004
MAcc/BS, Professional Accountancy
Corbin Beckstrand Corbin Beckstrand's Morgan Stanley Experience June 2015 - Present
Job Margin Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
LCI May 2012 - February 2015
E*TRADE Financial Corporation August 2011 - May 2012
Strongbrook REIC May 2010 - August 2011
Move Networks April 2008 - February 2009
Education
Brigham Young University 2008 — 2010
B.S.
Utah Valley University 2006 — 2008
Associate
Morgan Stanley June 2015 - Present
LCI May 2012 - February 2015
E*TRADE Financial Corporation August 2011 - May 2012
Strongbrook REIC May 2010 - August 2011
Move Networks April 2008 - February 2009
Education
Brigham Young University 2008 — 2010
B.S.
Utah Valley University 2006 — 2008
Associate
Anthony Strike's Morgan Stanley Experience April 2007 - May 2008
Job Manager Connectivity at Medtronic Diabetes
Industry Medical Devices
Experience
Medtronic June 2015 - Present
DJO December 2012 - Present
DJO June 2011 - December 2012
Apria Healthcare December 2009 - June 2011
Bayer HealthCare June 2009 - August 2009
Morgan Stanley April 2007 - May 2008
Fleishman-Hillard May 2006 - April 2007
Brigham Young University April 2005 - April 2006
Bradley Public Relations April 2005 - April 2006
Skills
Product Launch, Marketing, Cross-functional Team..., Medical Devices, Marketing Strategy, Product Marketing, Marketing Communications, Healthcare, Brand Management, Marketing Management, Market Development, Orthopedic, Leadership, Competitive Analysis, Social Media, Product Development, Media Relations, Product Management, Public Relations, Press Releases, Strategy, Orthopedics
Education
Brigham Young University 2000 — 2006
BA, Public Relations
Indian Hill 1996 — 2000
Medtronic June 2015 - Present
DJO December 2012 - Present
DJO June 2011 - December 2012
Apria Healthcare December 2009 - June 2011
Bayer HealthCare June 2009 - August 2009
Morgan Stanley April 2007 - May 2008
Fleishman-Hillard May 2006 - April 2007
Brigham Young University April 2005 - April 2006
Bradley Public Relations April 2005 - April 2006
Skills
Product Launch, Marketing, Cross-functional Team..., Medical Devices, Marketing Strategy, Product Marketing, Marketing Communications, Healthcare, Brand Management, Marketing Management, Market Development, Orthopedic, Leadership, Competitive Analysis, Social Media, Product Development, Media Relations, Product Management, Public Relations, Press Releases, Strategy, Orthopedics
Education
Brigham Young University 2000 — 2006
BA, Public Relations
Indian Hill 1996 — 2000
Louis Evaga Louis Evaga's Morgan Stanley Experience November 2014 - August 2015
Job Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
Stephanie Jackman Stephanie Jackman's Morgan Stanley Experience December 2014 - February 2015
Job Accounting Assistant at Qualtrics
Industry Computer Software
Experience
PostMart June 2008 - August 2015
Morgan Stanley December 2014 - February 2015
ScenicView Academy August 2014 - December 2014
Brigham Young University January 2014 - December 2014
Qualtrics March 2013 - December 2014
Classic Taste Utah Catering August 2010 - August 2013
Marriott School Venue and Experience Management Study Abroad May 2013 - June 2013
Skills
Salesforce.com, Leadership, SaaS, HTML, Market Research, Customer Service, Finance, NetSuite, QuickBooks, Secretarial Skills, Microsoft Excel, Microsoft Word, Business Writing, Management, Drawing, Painting, Illustration, PowerPoint, Catering, Outstanding time..., Business English, Organization, Creativity, Social Media, Dependable Team Player, First Aid, Cpr Certified
Education
Brigham Young University 2010 — 2014
Bachelor's Degree, Parks, Recreation and Leisure Facilities Management, 3.77 GPA
PostMart June 2008 - August 2015
Morgan Stanley December 2014 - February 2015
ScenicView Academy August 2014 - December 2014
Brigham Young University January 2014 - December 2014
Qualtrics March 2013 - December 2014
Classic Taste Utah Catering August 2010 - August 2013
Marriott School Venue and Experience Management Study Abroad May 2013 - June 2013
Skills
Salesforce.com, Leadership, SaaS, HTML, Market Research, Customer Service, Finance, NetSuite, QuickBooks, Secretarial Skills, Microsoft Excel, Microsoft Word, Business Writing, Management, Drawing, Painting, Illustration, PowerPoint, Catering, Outstanding time..., Business English, Organization, Creativity, Social Media, Dependable Team Player, First Aid, Cpr Certified
Education
Brigham Young University 2010 — 2014
Bachelor's Degree, Parks, Recreation and Leisure Facilities Management, 3.77 GPA
Clinton Tuua Clinton Tuua's Morgan Stanley Experience 2000 - 2001
Job Strategic Sourcing Specialist / EMPA
Industry Management Consulting
Experience
BYU Purchasing and Travel Management September 2014 - Present
Grove Creek Foods / PKU Perspectives March 2014 - October 2014
The Church of Jesus Christ of Latter Day Saints 2013 - August 2014
Grove Creek Foods / PKU Perspectives September 2013 - March 2014
Evans Construction LLC 2010 - 2013
State of Hawaii 2005 - 2010
State of Hawaii 2000 - 2005
Morgan Stanley 2000 - 2001
Household Finance 1999 - 2000
Cold Stone Creamery 1999 - 2000
Skills
Management, Microsoft Excel, Microsoft Office, Office Management, Accounts Receivable, Auditing, Public Speaking, Invoicing, Budgets, Accounts Payable, Supervisory Skills, PowerPoint, Leadership, Finance, Microsoft Word, Team Building, Supervisory Experience, Administrative..., Outlook, Office Administration, Contract Management, Financial Modeling, Financial Reporting, Financial Analysis, Financial Risk..., Project Management, Construction Management, Research, Social Media, Training, Strategic Planning
Education
Brigham Young University 2013 — 2016
Executive Master's degree, Public Administration
Brigham Young University - Hawaii 1995 — 1999
Bachelor's degree, International Business Management
BYU Purchasing and Travel Management September 2014 - Present
Grove Creek Foods / PKU Perspectives March 2014 - October 2014
The Church of Jesus Christ of Latter Day Saints 2013 - August 2014
Grove Creek Foods / PKU Perspectives September 2013 - March 2014
Evans Construction LLC 2010 - 2013
State of Hawaii 2005 - 2010
State of Hawaii 2000 - 2005
Morgan Stanley 2000 - 2001
Household Finance 1999 - 2000
Cold Stone Creamery 1999 - 2000
Skills
Management, Microsoft Excel, Microsoft Office, Office Management, Accounts Receivable, Auditing, Public Speaking, Invoicing, Budgets, Accounts Payable, Supervisory Skills, PowerPoint, Leadership, Finance, Microsoft Word, Team Building, Supervisory Experience, Administrative..., Outlook, Office Administration, Contract Management, Financial Modeling, Financial Reporting, Financial Analysis, Financial Risk..., Project Management, Construction Management, Research, Social Media, Training, Strategic Planning
Education
Brigham Young University 2013 — 2016
Executive Master's degree, Public Administration
Brigham Young University - Hawaii 1995 — 1999
Bachelor's degree, International Business Management
Inonge Sifaya's Morgan Stanley Experience March 2014 - Present
Job Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Skills
Customer Service, Time Management, Analysis, Sales Management, Business Management, Process Development, Computer Proficient, Cold Calling, Leadership Development, Competitive Analysis, Performance Analysis, Top-rated sales..., Problem Solving, Team Building, Coaching, Public Speaking, Event Planning, Research, Excel, Word, Customer Relations, Microsoft Office, Outlook, Teamwork, PowerPoint, Data Analysis, Process Improvement, English, Microsoft Excel, Management, Nonprofits, Sales, Marketing, Strategic Planning, Team Leadership, Budgets, Access, Training, Market Research, Social Networking, Recruiting, Inventory Management, Social Media, Project Planning, Accounting, Microsoft Word
Education
Northwest Nazarene University 2011 — 2013
MBA, Business
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science, Business Management
Roma Girls Secondary School 1995 — 2000
High school Diploma
Morgan Stanley March 2014 - Present
Skills
Customer Service, Time Management, Analysis, Sales Management, Business Management, Process Development, Computer Proficient, Cold Calling, Leadership Development, Competitive Analysis, Performance Analysis, Top-rated sales..., Problem Solving, Team Building, Coaching, Public Speaking, Event Planning, Research, Excel, Word, Customer Relations, Microsoft Office, Outlook, Teamwork, PowerPoint, Data Analysis, Process Improvement, English, Microsoft Excel, Management, Nonprofits, Sales, Marketing, Strategic Planning, Team Leadership, Budgets, Access, Training, Market Research, Social Networking, Recruiting, Inventory Management, Social Media, Project Planning, Accounting, Microsoft Word
Education
Northwest Nazarene University 2011 — 2013
MBA, Business
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science, Business Management
Roma Girls Secondary School 1995 — 2000
High school Diploma
Valeria Menendez's Morgan Stanley Experience June 2015 - Present
Job Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Goldman Sachs February 2013 - December 2014
Eden Builders, LLC May 2012 - December 2012
Skills
Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Asset Management, Economics, Investments
Education
Brigham Young University - Idaho
Bachelor's degree, Economics
Morgan Stanley June 2015 - Present
Goldman Sachs February 2013 - December 2014
Eden Builders, LLC May 2012 - December 2012
Skills
Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Asset Management, Economics, Investments
Education
Brigham Young University - Idaho
Bachelor's degree, Economics
Elizabeth Shurtliff Elizabeth Shurtliff's Morgan Stanley Experience April 2011 - Present
Job Regional Director – Branch Corporate Services, Western Region
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
The Art Institute of California - San Francisco December 2004 - April 2011
Rainmaker Systems (Facilities First) 2004 - 2004
Skills
Operations Management, Project Planning, Process Improvement, Management, Facilities Management, Human Resources, Recruiting, Employee Training, Microsoft Office, Troubleshooting, Staff Development, Security, Access, Training, Time Management, Technical Support, Networking, Budgets, Leadership, Customer Service, Space planning, Customer Satisfaction, Microsoft Excel, Account Management, Team Building, Nonprofits, Employee Relations, Process Scheduler
Education
Brigham Young University 1997 — 2001
BS, Psychology
Morgan Stanley April 2011 - Present
The Art Institute of California - San Francisco December 2004 - April 2011
Rainmaker Systems (Facilities First) 2004 - 2004
Skills
Operations Management, Project Planning, Process Improvement, Management, Facilities Management, Human Resources, Recruiting, Employee Training, Microsoft Office, Troubleshooting, Staff Development, Security, Access, Training, Time Management, Technical Support, Networking, Budgets, Leadership, Customer Service, Space planning, Customer Satisfaction, Microsoft Excel, Account Management, Team Building, Nonprofits, Employee Relations, Process Scheduler
Education
Brigham Young University 1997 — 2001
BS, Psychology
Brent L. Moore, CEP Brent L. Moore, CEP's Morgan Stanley Experience 1996 - 2000
Job Principal, Environmental Services at Stantec
Industry Civil Engineering
Experience
Stantec December 2014 - Present
Rocklin Stake Employment Center 2007 - Present
TRC Companies, Inc. August 2013 - December 2014
TRC Companies, Inc. May 2009 - August 2013
Stantec January 2005 - May 2009
Foster Wheeler Environmental 2000 - 2004
Morgan Stanley 1996 - 2000
Merrill Lynch 1992 - 1996
Butte College 1987 - 1992
Butte County Planning Department/Butte County Association of Governments 1987 - 1991
Skills
Wildlife Surveys and..., Regulatory Compliance, Habitat Assessment..., Wetland Delineation, Mitigation Planning, Land-use policy and..., Economic analysis,..., Land-use planning and..., Recreation planning and..., Emission databases for..., Compliance audits, Source water quality..., Water rights and..., Water balance and..., National Pollutant..., Visual resource..., NEPA/CEQA including..., Public Involvement and..., Technical..., Knowledge of local,..., Federal Energy..., Energy/industrial..., Section 401..., Section 404 permits, Land-use approvals, Prevention of..., Best Available Control..., Air Quality Title V..., MOTEMS Audits and..., Knowledge of, and the..., Knowledge of and the..., Knowledge of..., Ability to convey..., Knowledge of the..., NEPA, SEPA, and..., Biological..., Endangered Species Act..., Agency consultation and..., Watershed analysis, Legislative Policy, Legislative Research, Legal Research, Legal Writing, Legal Compliance, Legislative Testimony, Legislative Relations, Policy Analysis, Port Planning, Transportation Planning, Traffic Impact Analysis
Education
Brigham Young University 1986 — 1987
MS, Geography-Planning/Resource Management
Brigham Young University 1980 — 1982
BS, Geography - Urban Regional Planning
Brigham Young University 1980 — 1982
BA, Public Administration/Political Science
Paradise High School 1973 — 1977
High School Diploma, College Preparatory
Stantec December 2014 - Present
Rocklin Stake Employment Center 2007 - Present
TRC Companies, Inc. August 2013 - December 2014
TRC Companies, Inc. May 2009 - August 2013
Stantec January 2005 - May 2009
Foster Wheeler Environmental 2000 - 2004
Morgan Stanley 1996 - 2000
Merrill Lynch 1992 - 1996
Butte College 1987 - 1992
Butte County Planning Department/Butte County Association of Governments 1987 - 1991
Skills
Wildlife Surveys and..., Regulatory Compliance, Habitat Assessment..., Wetland Delineation, Mitigation Planning, Land-use policy and..., Economic analysis,..., Land-use planning and..., Recreation planning and..., Emission databases for..., Compliance audits, Source water quality..., Water rights and..., Water balance and..., National Pollutant..., Visual resource..., NEPA/CEQA including..., Public Involvement and..., Technical..., Knowledge of local,..., Federal Energy..., Energy/industrial..., Section 401..., Section 404 permits, Land-use approvals, Prevention of..., Best Available Control..., Air Quality Title V..., MOTEMS Audits and..., Knowledge of, and the..., Knowledge of and the..., Knowledge of..., Ability to convey..., Knowledge of the..., NEPA, SEPA, and..., Biological..., Endangered Species Act..., Agency consultation and..., Watershed analysis, Legislative Policy, Legislative Research, Legal Research, Legal Writing, Legal Compliance, Legislative Testimony, Legislative Relations, Policy Analysis, Port Planning, Transportation Planning, Traffic Impact Analysis
Education
Brigham Young University 1986 — 1987
MS, Geography-Planning/Resource Management
Brigham Young University 1980 — 1982
BS, Geography - Urban Regional Planning
Brigham Young University 1980 — 1982
BA, Public Administration/Political Science
Paradise High School 1973 — 1977
High School Diploma, College Preparatory
Philip Woodland Philip Woodland's Morgan Stanley Experience April 2012 - December 2012
Job Analyst at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers March 2014 - Present
Lincoln Financial Group March 2014 - Present
Royal Bank of Scotland December 2012 - November 2013
Morgan Stanley April 2012 - December 2012
Knox Capital Group March 2010 - March 2012
Brigham Young University 2007 - 2010
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Finance, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Financial Analysis, Banking, Securities, SharePoint, Bloomberg, Research, Financial Services, Series 7, Windows, Relationship Management
Education
Brigham Young University 2004 — 2010
Bachelor of Science (B.S.), Economics, Business Management
Retirement Security Centers March 2014 - Present
Lincoln Financial Group March 2014 - Present
Royal Bank of Scotland December 2012 - November 2013
Morgan Stanley April 2012 - December 2012
Knox Capital Group March 2010 - March 2012
Brigham Young University 2007 - 2010
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Finance, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Financial Analysis, Banking, Securities, SharePoint, Bloomberg, Research, Financial Services, Series 7, Windows, Relationship Management
Education
Brigham Young University 2004 — 2010
Bachelor of Science (B.S.), Economics, Business Management
John Ludlow John Ludlow's Morgan Stanley Experience May 2013 - July 2014
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2014 - Present
Morgan Stanley May 2013 - July 2014
CLS Investments, LLC July 2007 - May 2013
CLS June 2005 - July 2007
Fidelity Investments August 1995 - June 2005
Skills
Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management, Business Analysis, Strategic Planning, Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Wealth Management, Management, Investments, Customer Service, Microsoft Excel, Risk Management, Strategic Financial..., Financial Planning
Education
Brigham Young University 2002 — 2004
MBA, Business
Fidelity Investments November 2014 - Present
Morgan Stanley May 2013 - July 2014
CLS Investments, LLC July 2007 - May 2013
CLS June 2005 - July 2007
Fidelity Investments August 1995 - June 2005
Skills
Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management, Business Analysis, Strategic Planning, Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Wealth Management, Management, Investments, Customer Service, Microsoft Excel, Risk Management, Strategic Financial..., Financial Planning
Education
Brigham Young University 2002 — 2004
MBA, Business
B. Parker Jones B. Parker Jones's Morgan Stanley Experience 1997 - 1999
Job Regional Director at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Series 6, Managed Accounts, Mutual Funds, Investments, Asset Management, Customer Relations, New Business Development, Series 7
Education
Brigham Young University 1994 — 1997
BA, Communications Marketing/Public Relations
Brandes Investment Partners 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Series 6, Managed Accounts, Mutual Funds, Investments, Asset Management, Customer Relations, New Business Development, Series 7
Education
Brigham Young University 1994 — 1997
BA, Communications Marketing/Public Relations
Jó Farias Jó Farias's Morgan Stanley Experience January 2012 - Present
Job Tax Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
American Express January 2010 - January 2011
Skills
Vendor Management, Analysis, Requirements Gathering, SDLC, Financial Analysis, Process Improvement, Project Management, Financial Services, Banking, Risk Management, Business Analysis, Accounting
Education
Brigham Young University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, Marketing
LDS Business College 2002 — 2004
Associate of Science (A.S.), Accounting and Business/Management
Morgan Stanley January 2012 - Present
American Express January 2010 - January 2011
Skills
Vendor Management, Analysis, Requirements Gathering, SDLC, Financial Analysis, Process Improvement, Project Management, Financial Services, Banking, Risk Management, Business Analysis, Accounting
Education
Brigham Young University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, Marketing
LDS Business College 2002 — 2004
Associate of Science (A.S.), Accounting and Business/Management
Harvey Potter Harvey Potter's Morgan Stanley Experience April 2013 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Friends of Yemin Orde June 2013 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Royal Bank of Scotland 2008 - 2010
Bear Stearns 2001 - 2008
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Finance, General
Brandeis University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Friends of Yemin Orde June 2013 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Royal Bank of Scotland 2008 - 2010
Bear Stearns 2001 - 2008
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Finance, General
Brandeis University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Matt Hamilton Matt Hamilton's Morgan Stanley Experience June 2013 - August 2013
Job Assistant Vice President SSGA
Industry Investment Management
Experience
State Street Global Advisors July 2014 - Present
Morgan Stanley June 2013 - August 2013
PIMCO October 2010 - August 2012
PIMCO May 2008 - October 2010
FundingUniverse.com January 2008 - May 2008
FrontPoint Partners July 2007 - August 2007
Brigham Young University September 2006 - June 2007
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2002 — 2008
BA, Economics
State Street Global Advisors July 2014 - Present
Morgan Stanley June 2013 - August 2013
PIMCO October 2010 - August 2012
PIMCO May 2008 - October 2010
FundingUniverse.com January 2008 - May 2008
FrontPoint Partners July 2007 - August 2007
Brigham Young University September 2006 - June 2007
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2002 — 2008
BA, Economics
Alexander Malo's Morgan Stanley Experience July 2013 - August 2013
Job Professional asskicker
Industry Law Enforcement
Experience
Town of rochester April 2014 - Present
Silva funeral home October 2013 - Present
Morgan Stanley July 2013 - August 2013
World Class Distribution 2012 - June 2013
Dunkin Donuts August 2004 - May 2012
The Home Depot March 2010 - November 2011
Skills
People Skills, Customer Service, Microsoft Word, Computer Proficiency, Stocks, Mutual Funds, Cashiering, Data Entry, Time Management, Cash Register, Retail Sales, Teamwork, Critical Thinking, Cpr Certified, Loss Prevention, Food Service, Friendly Personality, Dependable Team Player, Clerical Skills, Close Attention to..., Customer Experience, Employee Training, Merchandising, Creative Writing, Always Punctual, First Aid
Education
Bridgewater State College 2008 — 2012
Bachelor of Science (BS), Criminal Justice and Corrections
Town of rochester April 2014 - Present
Silva funeral home October 2013 - Present
Morgan Stanley July 2013 - August 2013
World Class Distribution 2012 - June 2013
Dunkin Donuts August 2004 - May 2012
The Home Depot March 2010 - November 2011
Skills
People Skills, Customer Service, Microsoft Word, Computer Proficiency, Stocks, Mutual Funds, Cashiering, Data Entry, Time Management, Cash Register, Retail Sales, Teamwork, Critical Thinking, Cpr Certified, Loss Prevention, Food Service, Friendly Personality, Dependable Team Player, Clerical Skills, Close Attention to..., Customer Experience, Employee Training, Merchandising, Creative Writing, Always Punctual, First Aid
Education
Bridgewater State College 2008 — 2012
Bachelor of Science (BS), Criminal Justice and Corrections
Peter Wolsey Peter Wolsey's Morgan Stanley Experience January 2010 - August 2011
Job Project Management/PMO/Process Analysis Consultant
Industry Computer Software
Experience
The Mosaic Company December 2013 - June 2014
Results Positive June 2012 - May 2013
Sedgwick April 2012 - June 2012
Hawaiian Electric Company September 2011 - October 2011
Morgan Stanley January 2010 - August 2011
McGraw-Hill Higher Education November 2008 - January 2010
NIIT USA 2008 - 2008
Iron Mountain Records Management 2006 - 2007
GMAC Commercial Mortgage 2005 - 2006
Popular Financial Holdings 2003 - 2005
Skills
SDLC, Six Sigma, CMM, PMO, Business Analysis, Program Management, Vendor Management, PMP, Process Improvement, Process Engineering, Requirements Analysis, Change Management, Software Project..., Team Building, Visio, Project Portfolio..., MS Project, Project Planning, Business Process, Strategic Planning, Team Leadership, IT Strategy, Documentation, SharePoint, Access, Analysis, Business Process..., Mentoring, Risk Management, Resource Management, Testing, Business Requirements, Quality Assurance, Project Management, Management, Governance, Software Documentation
Education
Villanova University 2005 — 2005
N/A, Six Sigma Black Belt
Villanova University 2003 — 2005
Master, IS/IT Project Management
Villanova University 2002 — 2003
Master, Applied Project Management
Condie College 1969 — 1971
yes, Computer Science
Brigham Young University - Hawaii 1967 — 1968
The Mosaic Company December 2013 - June 2014
Results Positive June 2012 - May 2013
Sedgwick April 2012 - June 2012
Hawaiian Electric Company September 2011 - October 2011
Morgan Stanley January 2010 - August 2011
McGraw-Hill Higher Education November 2008 - January 2010
NIIT USA 2008 - 2008
Iron Mountain Records Management 2006 - 2007
GMAC Commercial Mortgage 2005 - 2006
Popular Financial Holdings 2003 - 2005
Skills
SDLC, Six Sigma, CMM, PMO, Business Analysis, Program Management, Vendor Management, PMP, Process Improvement, Process Engineering, Requirements Analysis, Change Management, Software Project..., Team Building, Visio, Project Portfolio..., MS Project, Project Planning, Business Process, Strategic Planning, Team Leadership, IT Strategy, Documentation, SharePoint, Access, Analysis, Business Process..., Mentoring, Risk Management, Resource Management, Testing, Business Requirements, Quality Assurance, Project Management, Management, Governance, Software Documentation
Education
Villanova University 2005 — 2005
N/A, Six Sigma Black Belt
Villanova University 2003 — 2005
Master, IS/IT Project Management
Villanova University 2002 — 2003
Master, Applied Project Management
Condie College 1969 — 1971
yes, Computer Science
Brigham Young University - Hawaii 1967 — 1968
Lydia Aguilar Lydia Aguilar's Morgan Stanley Experience September 2008 - December 2010
Job Student at BYUIdaho
Industry Financial Services
Experience
BYU-Idaho January 2014 - Present
Morgan Stanley September 2008 - December 2010
Zions Bank February 2006 - May 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Public Speaking, Leadership, Data Entry, Time Management, Process Improvement
Education
Brigham Young University - Idaho 2014 — 2016
Bachelor of Business Management, Business Management
Northern Virginia Community College 2001 — 2003
Associate of Arts (A.A.)
BYU-Idaho January 2014 - Present
Morgan Stanley September 2008 - December 2010
Zions Bank February 2006 - May 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Public Speaking, Leadership, Data Entry, Time Management, Process Improvement
Education
Brigham Young University - Idaho 2014 — 2016
Bachelor of Business Management, Business Management
Northern Virginia Community College 2001 — 2003
Associate of Arts (A.A.)
Matthew Feeley's Morgan Stanley Experience October 2015 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2015 - Present
Diversified Credit Services, Inc. October 2013 - October 2015
Tavistock Restaurants LLC, Coach Grill April 2013 - June 2014
UNO Pizzeria & Grill June 2012 - May 2013
Staples October 2010 - July 2012
Skills
Restaurants, Customer Service, Food & Beverage, Restaurant Management, Hospitality, Food Service
Education
Bridgewater State University 2008 — 2012
Bachelor's degree, Criminal Justice
Morgan Stanley October 2015 - Present
Diversified Credit Services, Inc. October 2013 - October 2015
Tavistock Restaurants LLC, Coach Grill April 2013 - June 2014
UNO Pizzeria & Grill June 2012 - May 2013
Staples October 2010 - July 2012
Skills
Restaurants, Customer Service, Food & Beverage, Restaurant Management, Hospitality, Food Service
Education
Bridgewater State University 2008 — 2012
Bachelor's degree, Criminal Justice
Sharon Salomy Douglas Sharon Salomy Douglas's Morgan Stanley Experience September 1990 - January 1993
Job Founder of Impact100 Westchester
Industry Nonprofit Organization Management
Experience
Backyard Sports Cares February 2015 - Present
Impact100 Westchester July 2012 - Present
Friends of Westchester County Parks February 2014 - Present
Congregation Kol Ami ECP 2007 - 2012
Hadassah September 1994 - September 2011
Perfect Presents October 2003 - June 2009
March of Dimes January 1998 - June 1998
Diversified Investment Advisors September 1995 - September 1996
Morgan Stanley September 1990 - January 1993
Deloitte June 1987 - August 1990
Skills
Philanthropy, Grants, Annual Giving, Proposal Writing, Charities, Strategic Planning, Public Speaking, Program Development, Event Planning, Community Outreach, Nonprofits, Leadership Development
Education
Brandeis University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting
Backyard Sports Cares February 2015 - Present
Impact100 Westchester July 2012 - Present
Friends of Westchester County Parks February 2014 - Present
Congregation Kol Ami ECP 2007 - 2012
Hadassah September 1994 - September 2011
Perfect Presents October 2003 - June 2009
March of Dimes January 1998 - June 1998
Diversified Investment Advisors September 1995 - September 1996
Morgan Stanley September 1990 - January 1993
Deloitte June 1987 - August 1990
Skills
Philanthropy, Grants, Annual Giving, Proposal Writing, Charities, Strategic Planning, Public Speaking, Program Development, Event Planning, Community Outreach, Nonprofits, Leadership Development
Education
Brandeis University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting
Samantha Ory's Morgan Stanley Experience August 2011 - January 2012
Job Private Equity Associate at Generation Equity Capital
Industry Banking
Experience
Generation Equity Capital May 2014 - Present
Corporate Fuel Advisors January 2014 - May 2014
Apogee Global Investment Advisors May 2013 - August 2013
Zomma Capital February 2012 - January 2013
Morgan Stanley August 2011 - January 2012
Needham & Company June 2010 - August 2010
Agent 16 January 2010 - May 2010
Prada September 2009 - December 2009
Valassis Communications June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Finance, Hedge Funds, Start-ups, Bloomberg, Investments, Valuation, Corporate Finance, Equities, Investment Banking, Portfolio Management, Trading, Financial Services, Economics, Capital Markets, Derivatives, Private Equity, Mergers & Acquisitions, Asset Management, Equity Research, Alternative Investments
Education
Brandeis University 2012 — 2013
MBA, Finance, Economics
Parsons School of Design 2007 — 2011
BBA, Business
Andover High School 2003 — 2007
Generation Equity Capital May 2014 - Present
Corporate Fuel Advisors January 2014 - May 2014
Apogee Global Investment Advisors May 2013 - August 2013
Zomma Capital February 2012 - January 2013
Morgan Stanley August 2011 - January 2012
Needham & Company June 2010 - August 2010
Agent 16 January 2010 - May 2010
Prada September 2009 - December 2009
Valassis Communications June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Finance, Hedge Funds, Start-ups, Bloomberg, Investments, Valuation, Corporate Finance, Equities, Investment Banking, Portfolio Management, Trading, Financial Services, Economics, Capital Markets, Derivatives, Private Equity, Mergers & Acquisitions, Asset Management, Equity Research, Alternative Investments
Education
Brandeis University 2012 — 2013
MBA, Finance, Economics
Parsons School of Design 2007 — 2011
BBA, Business
Andover High School 2003 — 2007
TAN QIU's Morgan Stanley Experience May 2012 - July 2012
Job Associate at Vitruvio Energy
Industry Renewables & Environment
Experience
Vitruvio Energy September 2015 - Present
The Conti Group September 2015 - Present
Yingli Green Energy Americas, Inc. January 2015 - August 2015
Crédit Agricole CIB February 2015 - May 2015
CITIC Securities June 2014 - August 2014
Morgan Stanley May 2012 - July 2012
Bank of China Headquarters July 2011 - August 2011
Skills
Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Stata, Quantitative Analytics, Energy Policy, Financial Modeling, Statistics, Renewable Energy, Project Finance, Economics, Solar Energy, Corporate Finance
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Energy Management and Policy
Brandeis University 2009 — 2013
Bachelor of Arts (BA), Economics and Political Science
Vitruvio Energy September 2015 - Present
The Conti Group September 2015 - Present
Yingli Green Energy Americas, Inc. January 2015 - August 2015
Crédit Agricole CIB February 2015 - May 2015
CITIC Securities June 2014 - August 2014
Morgan Stanley May 2012 - July 2012
Bank of China Headquarters July 2011 - August 2011
Skills
Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Stata, Quantitative Analytics, Energy Policy, Financial Modeling, Statistics, Renewable Energy, Project Finance, Economics, Solar Energy, Corporate Finance
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Energy Management and Policy
Brandeis University 2009 — 2013
Bachelor of Arts (BA), Economics and Political Science
Brian Voigt, SPHR, HCS Brian Voigt, SPHR, HCS's Morgan Stanley Experience September 1987 - November 1995
Job Prism Partners International, Partner and Founder
Industry Management Consulting
Experience
Independent Advisor October 2012 - March 2013
TPG Global, LLC April 2009 - October 2012
Wachovia Securities (now Wells Fargo) December 1995 - December 2007
Morgan Stanley September 1987 - November 1995
Deloitte September 1983 - September 1987
Skills
Employee Relations, Leadership Development, Recruiting, Talent Management, Succession Planning, Change Management, Mergers & Acquisitions, Human Resources, Employee Engagement, Management, Strategic Thinking, Strategic Leadership, Organizational..., Knowledge Leadership, Gap Analysis, Organizational Alignment, Organizational..., Organizational Behavior, Organizational..., Organizational Culture, Culture Change, Competency Assessments, Role Mapping, Role Alignment, Goverance, Matrix Leadership, Matrix Management, Management Consulting, Business Alignment, Strategy Alignment, Risk Assessment, Personality Assessment, DISC, Performance Development, Benefits Management, Career Development..., Business Process..., International Human..., HR Consulting, Workforce Management, Financial Services, Private Equity, Investment Banking, Budgets, Leadership, Situational Leadership, Training, Restructuring, Deferred Compensation, Finance
Education
Brigham Young University
Master of Accountancy (MA), Taxation
Brigham Young University
Bachelor of Science (BS), Accounting, Accounting and Finance
University of California, Irvine
University of California, Irvine
Independent Advisor October 2012 - March 2013
TPG Global, LLC April 2009 - October 2012
Wachovia Securities (now Wells Fargo) December 1995 - December 2007
Morgan Stanley September 1987 - November 1995
Deloitte September 1983 - September 1987
Skills
Employee Relations, Leadership Development, Recruiting, Talent Management, Succession Planning, Change Management, Mergers & Acquisitions, Human Resources, Employee Engagement, Management, Strategic Thinking, Strategic Leadership, Organizational..., Knowledge Leadership, Gap Analysis, Organizational Alignment, Organizational..., Organizational Behavior, Organizational..., Organizational Culture, Culture Change, Competency Assessments, Role Mapping, Role Alignment, Goverance, Matrix Leadership, Matrix Management, Management Consulting, Business Alignment, Strategy Alignment, Risk Assessment, Personality Assessment, DISC, Performance Development, Benefits Management, Career Development..., Business Process..., International Human..., HR Consulting, Workforce Management, Financial Services, Private Equity, Investment Banking, Budgets, Leadership, Situational Leadership, Training, Restructuring, Deferred Compensation, Finance
Education
Brigham Young University
Master of Accountancy (MA), Taxation
Brigham Young University
Bachelor of Science (BS), Accounting, Accounting and Finance
University of California, Irvine
University of California, Irvine
Eric Roach Eric Roach's Morgan Stanley Experience January 1997 - January 2000
Job Ceo & CoFounder at Everyonesocial.com, The Employee Advocacy Platform
Industry Internet
Experience
Everyonesocial November 2012 - Present
Roach Capital Partners September 2001 - January 2010
Elance Inc. January 2000 - September 2001
Morgan Stanley January 1997 - January 2000
Lombard Brokerage April 1992 - January 1997
Skills
Finance, Entrepreneurship, Start-ups, Venture Capital, Corporate Development, Strategic Partnerships, Business Strategy, Business Development, Mergers, SaaS, E-commerce, Lead Generation, Product Management, Online Advertising, Social Media Marketing, Strategy, Mergers & Acquisitions, Analytics, Enterprise Software, New Business Development, Sales Management, Social Media, Leadership, Competitive Analysis, Strategic Planning, Salesforce.com, Product Marketing, Private Equity, Marketing Strategy, Cloud Computing, Marketing, Executive Management, Social Networking, Management, SEM, Sales, Social Impact, Online Marketing, Digital Marketing
Education
Brigham Young University 1981 — 1985
Microbiology
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Everyonesocial November 2012 - Present
Roach Capital Partners September 2001 - January 2010
Elance Inc. January 2000 - September 2001
Morgan Stanley January 1997 - January 2000
Lombard Brokerage April 1992 - January 1997
Skills
Finance, Entrepreneurship, Start-ups, Venture Capital, Corporate Development, Strategic Partnerships, Business Strategy, Business Development, Mergers, SaaS, E-commerce, Lead Generation, Product Management, Online Advertising, Social Media Marketing, Strategy, Mergers & Acquisitions, Analytics, Enterprise Software, New Business Development, Sales Management, Social Media, Leadership, Competitive Analysis, Strategic Planning, Salesforce.com, Product Marketing, Private Equity, Marketing Strategy, Cloud Computing, Marketing, Executive Management, Social Networking, Management, SEM, Sales, Social Impact, Online Marketing, Digital Marketing
Education
Brigham Young University 1981 — 1985
Microbiology
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Jim Horton Jim Horton's Morgan Stanley Experience February 1999 - March 2000
Job Managing Partner at H2M Capital
Industry Venture Capital & Private Equity
Experience
H2M Capital January 2014 - Present
SymbioCellTech March 2013 - Present
Supercar Invitational December 2011 - Present
1-800-Pharmacy, Inc October 2010 - Present
Andina Capital Management January 2009 - June 2013
Charter Solutions, Inc February 2006 - May 2009
Alta Financial Group September 2002 - February 2006
Merrill Lynch March 2000 - September 2002
Morgan Stanley February 1999 - March 2000
Skills
Investments, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Valuation, Due Diligence, Business Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Investment Banking, Business Planning, Alternative Investments
Education
University of Oxford - Said Business School 2011 — 2012
DipFS, Finance
Brigham Young University 1995 — 1998
B.A., English, Business
H2M Capital January 2014 - Present
SymbioCellTech March 2013 - Present
Supercar Invitational December 2011 - Present
1-800-Pharmacy, Inc October 2010 - Present
Andina Capital Management January 2009 - June 2013
Charter Solutions, Inc February 2006 - May 2009
Alta Financial Group September 2002 - February 2006
Merrill Lynch March 2000 - September 2002
Morgan Stanley February 1999 - March 2000
Skills
Investments, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Valuation, Due Diligence, Business Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Investment Banking, Business Planning, Alternative Investments
Education
University of Oxford - Said Business School 2011 — 2012
DipFS, Finance
Brigham Young University 1995 — 1998
B.A., English, Business
David Belle's Morgan Stanley Experience April 2001 - December 2002
Job Senior Program Manager, Tecnology Product Owner at American Express
Industry Information Technology and Services
Experience
American Express January 2015 - Present
American Express Serve March 2014 - Present
Auto Tag of America May 2013 - March 2014
DM Tine Business Consulting & Software Development August 2011 - April 2013
Preservesoft August 2009 - July 2011
REOSoftware, LLC. May 2005 - August 2009
Weathervane Contracting, LLC. December 2002 - October 2008
Morgan Stanley April 2001 - December 2002
Amerinet Financial Group August 2000 - April 2001
MFS Investment Management December 1999 - August 2000
Skills
SDLC- Methodology, Essential Unified..., Scrum (Development..., Project Risk & Growth..., Continuous integration..., Creative, Pragmatic..., Human Capital Leveraging, Optimizing..., Revenue Goal / Growth..., Business Startup, &..., Agile Project..., Organizational..., Exceptional leadership..., Performance Management, Agile Unified Process..., Start-ups, SDLC, Problem Solving, Team Building, Strategic Planning, Analysis, Optimization, Turnarounds, Team Leadership, Critical Thinking, Coaching, Analytics, Management Consulting, Optimizations, Leadership, Project Management, Negotiation, Sales, Turn Around Management, Agile Methodologies, Enterprise Software, CRM, Business Process, IT Strategy, Management, PMO, Requirements Analysis, Training, Business Analysis, Business Process..., Agile Project Management, Software Documentation
Education
Bridgewater State University 1991 — 1995
BS, Business
DHS 1983 — 1987
High School, College Prep
American Express January 2015 - Present
American Express Serve March 2014 - Present
Auto Tag of America May 2013 - March 2014
DM Tine Business Consulting & Software Development August 2011 - April 2013
Preservesoft August 2009 - July 2011
REOSoftware, LLC. May 2005 - August 2009
Weathervane Contracting, LLC. December 2002 - October 2008
Morgan Stanley April 2001 - December 2002
Amerinet Financial Group August 2000 - April 2001
MFS Investment Management December 1999 - August 2000
Skills
SDLC- Methodology, Essential Unified..., Scrum (Development..., Project Risk & Growth..., Continuous integration..., Creative, Pragmatic..., Human Capital Leveraging, Optimizing..., Revenue Goal / Growth..., Business Startup, &..., Agile Project..., Organizational..., Exceptional leadership..., Performance Management, Agile Unified Process..., Start-ups, SDLC, Problem Solving, Team Building, Strategic Planning, Analysis, Optimization, Turnarounds, Team Leadership, Critical Thinking, Coaching, Analytics, Management Consulting, Optimizations, Leadership, Project Management, Negotiation, Sales, Turn Around Management, Agile Methodologies, Enterprise Software, CRM, Business Process, IT Strategy, Management, PMO, Requirements Analysis, Training, Business Analysis, Business Process..., Agile Project Management, Software Documentation
Education
Bridgewater State University 1991 — 1995
BS, Business
DHS 1983 — 1987
High School, College Prep
Nicholas Crisa Nicholas Crisa's Morgan Stanley Experience August 1997 - October 1998
Job Senior Database Developer at AT&T Marketing Solutions
Industry Information Technology and Services
Experience
AT&T Marketing Solutions November 2014 - Present
Aio Wireless October 2013 - November 2014
TMX Finance January 2012 - September 2013
CompuCredit February 2011 - December 2011
APAC Inc December 1998 - October 2010
Morgan Stanley August 1997 - October 1998
AMERICAN MANAGEMENT SYSTEMS September 1993 - August 1997
Skills
SSRS, T-SQL, Data Warehousing, Data Modeling, ETL, Analysis Services, Data Warehouse..., Dimensional Modeling, SDLC, Microsoft SQL Server, SQL, Data Marts, Databases, SSIS, SharePoint, Visio, Stored Procedures
Education
Briarcliffe College 1991 — 1993
Technical Degree, Computer Programming
AT&T Marketing Solutions November 2014 - Present
Aio Wireless October 2013 - November 2014
TMX Finance January 2012 - September 2013
CompuCredit February 2011 - December 2011
APAC Inc December 1998 - October 2010
Morgan Stanley August 1997 - October 1998
AMERICAN MANAGEMENT SYSTEMS September 1993 - August 1997
Skills
SSRS, T-SQL, Data Warehousing, Data Modeling, ETL, Analysis Services, Data Warehouse..., Dimensional Modeling, SDLC, Microsoft SQL Server, SQL, Data Marts, Databases, SSIS, SharePoint, Visio, Stored Procedures
Education
Briarcliffe College 1991 — 1993
Technical Degree, Computer Programming
Bergrys Nunez Bergrys Nunez's Morgan Stanley Experience February 2014 - February 2015
Job Attended Briarcliffe College
Industry
Experience
Morgan Stanley February 2014 - February 2015
Metropolitan Hospital January 2014 - February 2014
New York Automotive & Diesel Institute August 2010 - November 2011
Drimark Products July 2004 - February 2010
Skills
Customer Service, Administrative..., Sales, Data Entry, Admissions, Recruiting, Student Affairs, Training, Public Speaking, Interviews, Program Management, Employee Training, Administration, Filing, Payroll, Healthcare, Office Administration, Medical Terminology, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Briarcliffe College 2004 — 2006
Associate of Science (AS), Criminal Justice
Franklin K. Lane HS 2000 — 2004
H.S Diploma, Criminal Justice
Morgan Stanley February 2014 - February 2015
Metropolitan Hospital January 2014 - February 2014
New York Automotive & Diesel Institute August 2010 - November 2011
Drimark Products July 2004 - February 2010
Skills
Customer Service, Administrative..., Sales, Data Entry, Admissions, Recruiting, Student Affairs, Training, Public Speaking, Interviews, Program Management, Employee Training, Administration, Filing, Payroll, Healthcare, Office Administration, Medical Terminology, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Briarcliffe College 2004 — 2006
Associate of Science (AS), Criminal Justice
Franklin K. Lane HS 2000 — 2004
H.S Diploma, Criminal Justice
Ilya Skuratovsky Ilya Skuratovsky's Morgan Stanley Experience August 2013 - Present
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2013 - Present
Goldman Sachs September 2007 - August 2013
IBM 2001 - 2007
TradeAccess 2000 - 2001
Skills
Perl, SQL, Distributed Systems, Statistics, Capital Markets, Software Engineering, Financial Modeling, Analytics, Unix, Java, Trading Systems, Programming, Derivatives, SDLC, Fixed Income, Investment Banking, C++, Equities, Sybase, Web Services, Software Development, Software Project..., Valuation, Data Mining, Agile Methodologies, Corporate Finance, Java Enterprise Edition
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance, Financial Systems and Analytics
Brandeis University 1997 — 2001
BA, Computer Science
Morgan Stanley August 2013 - Present
Goldman Sachs September 2007 - August 2013
IBM 2001 - 2007
TradeAccess 2000 - 2001
Skills
Perl, SQL, Distributed Systems, Statistics, Capital Markets, Software Engineering, Financial Modeling, Analytics, Unix, Java, Trading Systems, Programming, Derivatives, SDLC, Fixed Income, Investment Banking, C++, Equities, Sybase, Web Services, Software Development, Software Project..., Valuation, Data Mining, Agile Methodologies, Corporate Finance, Java Enterprise Edition
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance, Financial Systems and Analytics
Brandeis University 1997 — 2001
BA, Computer Science
Brian Schlofman Brian Schlofman's Morgan Stanley Experience August 2014 - Present
Job Risk Management Analyst at Morgan Stanley Bank, N.A.
Industry International Affairs
Experience
Morgan Stanley August 2014 - Present
Missionary Training Center January 2012 - June 2014
Bureau of Diplomatic Security September 2013 - December 2013
West Valley City Police Department April 2013 - July 2013
LDS Employment Resource Services May 2011 - August 2011
United States Marine Corps May 2010 - July 2010
Missionary Training Center December 2009 - April 2010
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Tile Outlet March 2007 - August 2007
Skills
Spanish, Leadership, Teaching, Microsoft Office, Training, PowerPoint, Microsoft Word, Foreign Languages, Research, International Relations, Portuguese, Entrepreneurship, Public Speaking, Data Analysis, Teamwork, Word, Excel, Microsoft Excel, Leadership Development, Editing, Critical Thinking, Conflict Resolution, English, Social Media, Volunteer Management, Social Networking, Government, Data Entry
Education
Brigham Young University 2009 — 2014
Bachelor of Arts (B.A.), International Relations and National Security Studies; International Studies
Morgan Stanley August 2014 - Present
Missionary Training Center January 2012 - June 2014
Bureau of Diplomatic Security September 2013 - December 2013
West Valley City Police Department April 2013 - July 2013
LDS Employment Resource Services May 2011 - August 2011
United States Marine Corps May 2010 - July 2010
Missionary Training Center December 2009 - April 2010
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Tile Outlet March 2007 - August 2007
Skills
Spanish, Leadership, Teaching, Microsoft Office, Training, PowerPoint, Microsoft Word, Foreign Languages, Research, International Relations, Portuguese, Entrepreneurship, Public Speaking, Data Analysis, Teamwork, Word, Excel, Microsoft Excel, Leadership Development, Editing, Critical Thinking, Conflict Resolution, English, Social Media, Volunteer Management, Social Networking, Government, Data Entry
Education
Brigham Young University 2009 — 2014
Bachelor of Arts (B.A.), International Relations and National Security Studies; International Studies
Robert Cuthbertson's Morgan Stanley Experience September 1997 - December 1999
Job ETF Investments Retired
Industry Investment Management
Experience
Morgan Stanley September 1997 - December 1999
PRI 1990 - 1999
Skills
SDLC, Sales, Customer Service, Project Management, Account Management, Social Media Marketing, Process Improvement, Business Development, Recruiting, Marketing Strategy, Direct Sales, Management, Business Analysis, Microsoft Excel, Microsoft Office, New Business Development, Coaching, Contract Negotiation, Public Speaking
Education
Brigham Young University 1953 — 1954
no, Chemistry
Torrington High School 1949 — 1952
yes
Morgan Stanley September 1997 - December 1999
PRI 1990 - 1999
Skills
SDLC, Sales, Customer Service, Project Management, Account Management, Social Media Marketing, Process Improvement, Business Development, Recruiting, Marketing Strategy, Direct Sales, Management, Business Analysis, Microsoft Excel, Microsoft Office, New Business Development, Coaching, Contract Negotiation, Public Speaking
Education
Brigham Young University 1953 — 1954
no, Chemistry
Torrington High School 1949 — 1952
yes
Jeff Holmes Jeff Holmes's Morgan Stanley Experience December 1996 - March 1999
Job Director of Human Resources, Supply Chain, Church of Jesus Christ of Latterday Saints
Industry Logistics and Supply Chain
Experience
Supply Chain, Church of Jesus Christ of Latter-day Saints October 2012 - Present
The Church of Jesus Christ of Latter-day Saints December 2011 - Present
The Church of Jesus Christ of Latter-day Saints June 2009 - December 2011
ASML October 2004 - June 2009
ATMI 2002 - 2004
Deutsche Bank 1999 - 2001
Morgan Stanley December 1996 - March 1999
University of Michigan Business School January 1993 - December 1996
Union Pacific Railroad June 1990 - December 1992
Skills
Organizational..., Leadership Development, Change Management, Talent Management, Team Building, Business Analytics, Human Resources, Recruiting, Leadership, Executive Management, Outsourcing, Succession Planning, Performance Management, Process Improvement, Coaching, Employee Relations, Organizational..., Employee Engagement, Personnel Management, Deferred Compensation, HRIS, Organizational Design, Training, Employee Benefits, Mergers & Acquisitions, Strategy, Executive Coaching, Workforce Planning, Talent Acquisition, Restructuring, HR Consulting, Conflict Resolution, Program Management, Benefits Administration, Management Consulting, Onboarding, Employee Training, Strategic Planning, Management, Career Development, College Recruiting, PeopleSoft, Interviews, Technical Recruiting, Consulting, Applicant Tracking..., HR Policies, Vendor Management, Hiring, Temporary Placement
Education
Brigham Young University 1988 — 1990
MBA, Finance, General
Brigham Young University 1983 — 1988
BS, Finance
Supply Chain, Church of Jesus Christ of Latter-day Saints October 2012 - Present
The Church of Jesus Christ of Latter-day Saints December 2011 - Present
The Church of Jesus Christ of Latter-day Saints June 2009 - December 2011
ASML October 2004 - June 2009
ATMI 2002 - 2004
Deutsche Bank 1999 - 2001
Morgan Stanley December 1996 - March 1999
University of Michigan Business School January 1993 - December 1996
Union Pacific Railroad June 1990 - December 1992
Skills
Organizational..., Leadership Development, Change Management, Talent Management, Team Building, Business Analytics, Human Resources, Recruiting, Leadership, Executive Management, Outsourcing, Succession Planning, Performance Management, Process Improvement, Coaching, Employee Relations, Organizational..., Employee Engagement, Personnel Management, Deferred Compensation, HRIS, Organizational Design, Training, Employee Benefits, Mergers & Acquisitions, Strategy, Executive Coaching, Workforce Planning, Talent Acquisition, Restructuring, HR Consulting, Conflict Resolution, Program Management, Benefits Administration, Management Consulting, Onboarding, Employee Training, Strategic Planning, Management, Career Development, College Recruiting, PeopleSoft, Interviews, Technical Recruiting, Consulting, Applicant Tracking..., HR Policies, Vendor Management, Hiring, Temporary Placement
Education
Brigham Young University 1988 — 1990
MBA, Finance, General
Brigham Young University 1983 — 1988
BS, Finance
Karrie Lofton Karrie Lofton's Morgan Stanley Experience May 2009 - March 2011
Job Senior Administrative Associate at The Cornerstone Group
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Morgan Stanley May 2009 - March 2011
UBS January 2005 - May 2009
Skills
PowerPoint, Management, Marketing, Business Strategy, Volunteer Management, Event Management, Customer Satisfaction, Public Relations, Social Media, Leadership, Project Planning, Forecasting, Team Building, Time Management, Project Management, Team Leadership, Budgets, Fundraising, Social Networking, Account Management, Strategic Planning, Recruiting, Customer Service
Education
British Columbia Institute of Technology
Marketing and Spanish
Wells Fargo Advisors December 2014 - Present
Morgan Stanley May 2009 - March 2011
UBS January 2005 - May 2009
Skills
PowerPoint, Management, Marketing, Business Strategy, Volunteer Management, Event Management, Customer Satisfaction, Public Relations, Social Media, Leadership, Project Planning, Forecasting, Team Building, Time Management, Project Management, Team Leadership, Budgets, Fundraising, Social Networking, Account Management, Strategic Planning, Recruiting, Customer Service
Education
British Columbia Institute of Technology
Marketing and Spanish
Jennifer (Fails) Wray Jennifer (Fails) Wray's Morgan Stanley Experience February 2011 - Present
Job Credit/Risk Professional at Morgan Stanley
Industry Banking
Experience
Morgan Stanley February 2011 - Present
Merrill Lynch February 2008 - December 2009
Merrill Lynch July 2006 - February 2008
Merrill Lynch March 2005 - July 2006
Skills
Loans, Credit, Microsoft Word, Banking, Portfolio Management, Financial Services, Commercial Lending, Credit Risk, Finance, Securities, Funding, Financial Analysis
Education
Utah State University 2008 — 2010
MBA
Brigham Young University 1998 — 2002
BS, Business Management - Emphasis in International Finance
Morgan Stanley February 2011 - Present
Merrill Lynch February 2008 - December 2009
Merrill Lynch July 2006 - February 2008
Merrill Lynch March 2005 - July 2006
Skills
Loans, Credit, Microsoft Word, Banking, Portfolio Management, Financial Services, Commercial Lending, Credit Risk, Finance, Securities, Funding, Financial Analysis
Education
Utah State University 2008 — 2010
MBA
Brigham Young University 1998 — 2002
BS, Business Management - Emphasis in International Finance
David Glauser, CFP® David Glauser, CFP®'s Morgan Stanley Experience March 2002 - March 2004
Job Southern Oregon Regional Manager, Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management May 2010 - Present
Banc of America Investment Services / Merrill Lynch March 2004 - May 2010
Morgan Stanley March 2002 - March 2004
Skills
Wealth Management..., Certified Financial..., Investment Advisory..., Asset Management, Alternative Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Securities, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, REIT, Series 7, Series 66, MBA, Disability Insura
Education
Brigham Young University 1977 — 1979
Master of Business Administration (MBA)
University of Utah
Bachelor of Arts (B.A.), English Language and Literature, General
Cascadia Wealth Management May 2010 - Present
Banc of America Investment Services / Merrill Lynch March 2004 - May 2010
Morgan Stanley March 2002 - March 2004
Skills
Wealth Management..., Certified Financial..., Investment Advisory..., Asset Management, Alternative Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Securities, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, REIT, Series 7, Series 66, MBA, Disability Insura
Education
Brigham Young University 1977 — 1979
Master of Business Administration (MBA)
University of Utah
Bachelor of Arts (B.A.), English Language and Literature, General
Lisa Garlock Lisa Garlock's Morgan Stanley Experience August 2003 - August 2003
Job Senior Finance Analyst Information Technology at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation August 2010 - Present
Intel July 2004 - February 2011
Intel 2004 - 2008
Morgan Stanley August 2003 - August 2003
A.G. Edwards May 2001 - August 2001
Skills
Process Improvement, Budget, Strategic Planning, Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Valuation, Competitive Analysis, Income Statement, Accounting, Business Analysis, Corporate Finance, Program Management, Project Management, Strategic Financial..., Product Marketing, Business Strategy
Education
Brigham Young University 2000 — 2004
Bachelor's degree, Finance, General
Intel Corporation August 2010 - Present
Intel July 2004 - February 2011
Intel 2004 - 2008
Morgan Stanley August 2003 - August 2003
A.G. Edwards May 2001 - August 2001
Skills
Process Improvement, Budget, Strategic Planning, Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Valuation, Competitive Analysis, Income Statement, Accounting, Business Analysis, Corporate Finance, Program Management, Project Management, Strategic Financial..., Product Marketing, Business Strategy
Education
Brigham Young University 2000 — 2004
Bachelor's degree, Finance, General
Anton Hrechkin Anton Hrechkin's Morgan Stanley Experience July 2001 - Present
Job Sr. Software Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2001 - Present
Group One Trading, LP March 2013 - May 2013
Barclays Capital July 2011 - March 2013
Amazon.com October 2010 - July 2011
Microsoft June 2007 - October 2010
Microsoft March 2005 - June 2007
Skills
.NET, C#, C++, Java, SharePoint, T-SQL, WCF, WinForms, Web Services, XML, Windows Server 2008, Active Directory, End User Support, Network Administration, Network Design, Security, COM, Unix, Scalability, Large Scale Systems, Access, Microsoft Office, Excel Services, Excel, SOAP, Workflow, IP Networking, HTML, System Architecture, IT Operations, Caching, Messaging, SQL Server, SSRS, Data Warehousing, SSIS, User Interface, Multithreading, Microsoft SQL Server, Software Development, Software Design
Education
Brandon University 2001 — 2004
Bachelor of Science, Computer Science
Morgan Stanley July 2001 - Present
Group One Trading, LP March 2013 - May 2013
Barclays Capital July 2011 - March 2013
Amazon.com October 2010 - July 2011
Microsoft June 2007 - October 2010
Microsoft March 2005 - June 2007
Skills
.NET, C#, C++, Java, SharePoint, T-SQL, WCF, WinForms, Web Services, XML, Windows Server 2008, Active Directory, End User Support, Network Administration, Network Design, Security, COM, Unix, Scalability, Large Scale Systems, Access, Microsoft Office, Excel Services, Excel, SOAP, Workflow, IP Networking, HTML, System Architecture, IT Operations, Caching, Messaging, SQL Server, SSRS, Data Warehousing, SSIS, User Interface, Multithreading, Microsoft SQL Server, Software Development, Software Design
Education
Brandon University 2001 — 2004
Bachelor of Science, Computer Science
Rick Bookstaber's Morgan Stanley Experience 1984 - 1994
Job Research Principal, Office of Financial Research
Industry Investment Management
Experience
U.S. Department of Treasury February 2012 - Present
U.S. Department of Treasury March 2011 - March 2014
U.S. Securities and Exchange Commission 2009 - 2012
Bridgewater Associates 2007 - 2008
FrontPoint Partners 2004 - 2007
Ziff Brothers Investments 2002 - 2004
Moore Capital Management 1998 - 2002
Salomon Brothers 1994 - 1998
Morgan Stanley 1984 - 1994
Brigham Young University 1977 - 1984
Education
Massachusetts Institute of Technology 1974 — 1977
Ph.D., Economics
Brigham Young University 1968 — 1974
BA, Economics
U.S. Department of Treasury February 2012 - Present
U.S. Department of Treasury March 2011 - March 2014
U.S. Securities and Exchange Commission 2009 - 2012
Bridgewater Associates 2007 - 2008
FrontPoint Partners 2004 - 2007
Ziff Brothers Investments 2002 - 2004
Moore Capital Management 1998 - 2002
Salomon Brothers 1994 - 1998
Morgan Stanley 1984 - 1994
Brigham Young University 1977 - 1984
Education
Massachusetts Institute of Technology 1974 — 1977
Ph.D., Economics
Brigham Young University 1968 — 1974
BA, Economics
John R. Kinkead John R. Kinkead's Morgan Stanley Experience July 2011 - August 2013
Job Retirement Planning at Grace Advisory
Industry Investment Management
Experience
Grace Advisory Group December 2014 - June 2015
PNC September 2013 - December 2014
Morgan Stanley July 2011 - August 2013
Rainwater Capital Partners July 2010 - July 2011
Merrill Lynch July 1991 - April 2007
Education
Brigham Young University
San Jose State University
Cerro Coso Community College
Grace Advisory Group December 2014 - June 2015
PNC September 2013 - December 2014
Morgan Stanley July 2011 - August 2013
Rainwater Capital Partners July 2010 - July 2011
Merrill Lynch July 1991 - April 2007
Education
Brigham Young University
San Jose State University
Cerro Coso Community College
Adam Piner Adam Piner's Morgan Stanley Experience September 2014 - July 2015
Job Registered Representative at Fidelity Investments
Industry Political Organization
Experience
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Emmanuel Kepas Emmanuel Kepas's Morgan Stanley Experience April 1995 - October 2002
Job 2015 UBEA Business & Technology Teacher of the Year
Industry Primary/Secondary Education
Experience
Hillcrest H.S. August 2011 - Present
Canyons School District August 2011 - Present
Utah Democratic Party March 2010 - December 2014
Salem Hills H.S. August 2008 - August 2011
eBay Inc July 2003 - September 2006
Morgan Stanley April 1995 - October 2002
American Express August 1993 - April 1995
Skills
Classroom Management, Lesson Planning, K-12, Classroom, Public Speaking, Curriculum Design, Tutoring, Teaching, Cost Accounting, Online Brokerage, Opening New Accounts, Contract Negotiation, Pricing, Transfer Pricing, Coaching, Sports Coaching, Weight Training, Establishing New..., Customs Regulations, Customs Brokerage, Karate, Teacher Training, Differentiated..., Educational Technology, Adult Education, Staff Development, Instructional Technology, Instructional Design, Curriculum Development, Educational Leadership, Leadership, Community Outreach, Microsoft Office, Higher Education, PowerPoint
Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance & Operations Management
Brigham Young University
Bachelor of Science (BS), Business Management, Operations & Analysis
Hillcrest H.S. August 2011 - Present
Canyons School District August 2011 - Present
Utah Democratic Party March 2010 - December 2014
Salem Hills H.S. August 2008 - August 2011
eBay Inc July 2003 - September 2006
Morgan Stanley April 1995 - October 2002
American Express August 1993 - April 1995
Skills
Classroom Management, Lesson Planning, K-12, Classroom, Public Speaking, Curriculum Design, Tutoring, Teaching, Cost Accounting, Online Brokerage, Opening New Accounts, Contract Negotiation, Pricing, Transfer Pricing, Coaching, Sports Coaching, Weight Training, Establishing New..., Customs Regulations, Customs Brokerage, Karate, Teacher Training, Differentiated..., Educational Technology, Adult Education, Staff Development, Instructional Technology, Instructional Design, Curriculum Development, Educational Leadership, Leadership, Community Outreach, Microsoft Office, Higher Education, PowerPoint
Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance & Operations Management
Brigham Young University
Bachelor of Science (BS), Business Management, Operations & Analysis
Angela Lincoln-Dasner's Morgan Stanley Experience May 2015 - Present
Job Registered CSA at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2015 - Present
JPMorgan Chase June 2004 - April 2014
Fifth Third Bank August 2001 - June 2004
Bank One 1997 - 2000
Bank One 1992 - 1997
Skills
Loans, Banking, Consumer Lending, Financial Services, Credit, Portfolio Management, Risk Management, Securities, Management, Private Banking, Mutual Funds, Commercial Lending, FINRA Series 7 - Active, FINRA Series 66 - Active, Financial Advisory, Credit Risk, Cross Selling, Internal Audit, Financial Analysis, Finance
Education
Brigham Young University
Political Science
Morgan Stanley May 2015 - Present
JPMorgan Chase June 2004 - April 2014
Fifth Third Bank August 2001 - June 2004
Bank One 1997 - 2000
Bank One 1992 - 1997
Skills
Loans, Banking, Consumer Lending, Financial Services, Credit, Portfolio Management, Risk Management, Securities, Management, Private Banking, Mutual Funds, Commercial Lending, FINRA Series 7 - Active, FINRA Series 66 - Active, Financial Advisory, Credit Risk, Cross Selling, Internal Audit, Financial Analysis, Finance
Education
Brigham Young University
Political Science
Joseph Decker's Morgan Stanley Experience June 2015 - August 2015
Job Student at Brigham Young University
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Brigham Young University September 2014 - April 2015
Tallwave Capital July 2014 - September 2014
Brigham Young University April 2013 - December 2013
Sudbury Capital Hedge Fund May 2013 - August 2013
Skills
Economics, Microsoft Excel, Microsoft Office, Financial Analysis, Market Research, Business Strategy, Marketing Strategy, Public Speaking, Teacher Mentoring, Finance, Management Consulting, Strategic Consulting, PowerPoint, Strategy, Teaching, Management, Financial Modeling
Education
BYU 2010 — 2015
Bachelor of Science (B.S.), Business Strategy
Mountain View High School 2007 — 2010
University of Oxford - Said Business School
Entrepreneurship/Entrepreneurial Studies
Morgan Stanley June 2015 - August 2015
Brigham Young University September 2014 - April 2015
Tallwave Capital July 2014 - September 2014
Brigham Young University April 2013 - December 2013
Sudbury Capital Hedge Fund May 2013 - August 2013
Skills
Economics, Microsoft Excel, Microsoft Office, Financial Analysis, Market Research, Business Strategy, Marketing Strategy, Public Speaking, Teacher Mentoring, Finance, Management Consulting, Strategic Consulting, PowerPoint, Strategy, Teaching, Management, Financial Modeling
Education
BYU 2010 — 2015
Bachelor of Science (B.S.), Business Strategy
Mountain View High School 2007 — 2010
University of Oxford - Said Business School
Entrepreneurship/Entrepreneurial Studies
Haruaki Miyagi's Morgan Stanley Experience January 1997 - April 2006
Job
Industry Investment Management
Experience
Evergreen Clean Energy Finance April 2008 - July 2011
Deutsche Bank May 2006 - March 2008
Morgan Stanley January 1997 - April 2006
Skills
Finance, Management, Microsoft Excel, Risk Management, Equities, Investments, Japanese, Due Diligence, Capital Markets, English, VBA, Trading, SQL, Financial Risk, BlackRock Aladdin, R, Fixed Income, Financial Modeling
Education
Brigham Young University 1993 — 1996
MS
Evergreen Clean Energy Finance April 2008 - July 2011
Deutsche Bank May 2006 - March 2008
Morgan Stanley January 1997 - April 2006
Skills
Finance, Management, Microsoft Excel, Risk Management, Equities, Investments, Japanese, Due Diligence, Capital Markets, English, VBA, Trading, SQL, Financial Risk, BlackRock Aladdin, R, Fixed Income, Financial Modeling
Education
Brigham Young University 1993 — 1996
MS
Brad Bentley, MBA Brad Bentley, MBA's Morgan Stanley Experience June 2001 - December 2001
Job Director at JCPenney
Industry Accounting
Experience
JCPenney October 2014 - Present
JCPenney March 2011 - October 2014
Advance Capital, LLC August 2010 - March 2011
Wells Fargo January 2002 - July 2010
Morgan Stanley June 2001 - December 2001
Consumers First January 1999 - May 2001
Skills
Financial Analysis, Accounting, Credit, Loans, Banking, Credit Analysis, Financial Reporting, Risk Management, Series 7, Mortgage Lending, Finance, Cash Management, Sarbanes-Oxley Act, Microsoft Excel, Commercial Lending, Commercial Banking, Financial Statement..., Internal Controls, Credit Risk, Managerial Finance, Treasury Management, Cash Flow Forecasting, Financial Modeling, Strategic Planning, Business Process..., Corporate Finance, Underwriting, Due Diligence, Leadership, Strategic Financial..., Sales, Process Improvement, Portfolio Management, Management, Forecasting, Financial Risk, Analysis, Accounts Receivable, Auditing, Cash Flow, Budgets, Team Building, Training, Customer Service, Microsoft Office, Business Strategy, Financial Accounting, Recruiting
Education
Brigham Young University 2009 — 2011
MBA
Westminster College 1999 — 2001
Bachelor of Science (BS), Finance
JCPenney October 2014 - Present
JCPenney March 2011 - October 2014
Advance Capital, LLC August 2010 - March 2011
Wells Fargo January 2002 - July 2010
Morgan Stanley June 2001 - December 2001
Consumers First January 1999 - May 2001
Skills
Financial Analysis, Accounting, Credit, Loans, Banking, Credit Analysis, Financial Reporting, Risk Management, Series 7, Mortgage Lending, Finance, Cash Management, Sarbanes-Oxley Act, Microsoft Excel, Commercial Lending, Commercial Banking, Financial Statement..., Internal Controls, Credit Risk, Managerial Finance, Treasury Management, Cash Flow Forecasting, Financial Modeling, Strategic Planning, Business Process..., Corporate Finance, Underwriting, Due Diligence, Leadership, Strategic Financial..., Sales, Process Improvement, Portfolio Management, Management, Forecasting, Financial Risk, Analysis, Accounts Receivable, Auditing, Cash Flow, Budgets, Team Building, Training, Customer Service, Microsoft Office, Business Strategy, Financial Accounting, Recruiting
Education
Brigham Young University 2009 — 2011
MBA
Westminster College 1999 — 2001
Bachelor of Science (BS), Finance
John Brigham Wilson's Morgan Stanley Experience June 2006 - August 2006
Job DTC Merchant: Men's Sportswear Footwear
Industry Retail
Experience
Nike January 2015 - Present
Nike July 2013 - January 2015
Wharton Business School August 2011 - May 2013
Barclays Wealth August 2009 - July 2011
Merrill Lynch May 2008 - July 2009
Morgan Stanley June 2006 - August 2006
Education
Wharton School of Business - University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management, Operations
Brigham Young University 2002 — 2009
BA, International Relations, Arabic, Business
Nike January 2015 - Present
Nike July 2013 - January 2015
Wharton Business School August 2011 - May 2013
Barclays Wealth August 2009 - July 2011
Merrill Lynch May 2008 - July 2009
Morgan Stanley June 2006 - August 2006
Education
Wharton School of Business - University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management, Operations
Brigham Young University 2002 — 2009
BA, International Relations, Arabic, Business
Dillon Ramey Dillon Ramey's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Summer Analyst, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Columbia West Capital August 2014 - December 2014
Capital One June 2014 - August 2014
University Venture Fund May 2012 - May 2014
Sorenson Capital May 2013 - August 2013
Gardner Company October 2011 - December 2011
Skills
Venture Capital, Due Diligence, Market Research, Financial Analysis, Valuation, Economics, Data Analysis, Private Equity, Business Valuation, Corporate Finance, Investments, Finance, Entrepreneurship, Financial Modeling
Education
Brigham Young University 2012 — 2015
Bachelor of Science (B.S.), Economics
Morgan Stanley June 2015 - Present
Columbia West Capital August 2014 - December 2014
Capital One June 2014 - August 2014
University Venture Fund May 2012 - May 2014
Sorenson Capital May 2013 - August 2013
Gardner Company October 2011 - December 2011
Skills
Venture Capital, Due Diligence, Market Research, Financial Analysis, Valuation, Economics, Data Analysis, Private Equity, Business Valuation, Corporate Finance, Investments, Finance, Entrepreneurship, Financial Modeling
Education
Brigham Young University 2012 — 2015
Bachelor of Science (B.S.), Economics
Jeffrey Nishijiima's Morgan Stanley Experience August 2015 - August 2015
Job Private Equity Analyst at Highcrest Management Group
Industry Investment Management
Experience
Highcrest Management Group September 2015 - Present
BYU-Idaho April 2015 - Present
Almost Diamonds December 2014 - Present
BYU-Idaho September 2013 - Present
Yellowstone Partners July 2015 - September 2015
Morgan Stanley August 2015 - August 2015
Onyx Financial Advisors June 2015 - July 2015
BYU-Idaho January 2015 - July 2015
Teton Tacos March 2015 - April 2015
Teton Tacos February 2015 - March 2015
Skills
Microsoft Excel, Japanese, Leadership, Marketing, Lead Generation, Sales, Bloomberg, Mergers & Acquisitions, investments, Private Equity, Financial Modeling, Economics, Accounting, Social Media, Social Networking, SEO, Illustrator, Web Design, Photography, Photoshop, Time Management, Critical Thinking, Google Adwords, PowerPoint, CSS3, HTML, Team Leadership, Customer Service, Building Relationships, Direct Sales, Entrepreneurship, Team Building, Microsoft Office, Sales Presentations, Google Docs, ad design, Microsoft Word, Problem Solving, JavaScript, Regression Analysis, LBO
Education
Brigham Young University - Idaho 2013 — 2016
Bachelor of Science (BS), Business Management Emphasis In Finance, Minor In Finance Economics/Accounting, 3.6
Los Medanos College 2009 — 2010
Transfer to BYU Idaho as a transfer student, Business, Management and Marketing
Highcrest Management Group September 2015 - Present
BYU-Idaho April 2015 - Present
Almost Diamonds December 2014 - Present
BYU-Idaho September 2013 - Present
Yellowstone Partners July 2015 - September 2015
Morgan Stanley August 2015 - August 2015
Onyx Financial Advisors June 2015 - July 2015
BYU-Idaho January 2015 - July 2015
Teton Tacos March 2015 - April 2015
Teton Tacos February 2015 - March 2015
Skills
Microsoft Excel, Japanese, Leadership, Marketing, Lead Generation, Sales, Bloomberg, Mergers & Acquisitions, investments, Private Equity, Financial Modeling, Economics, Accounting, Social Media, Social Networking, SEO, Illustrator, Web Design, Photography, Photoshop, Time Management, Critical Thinking, Google Adwords, PowerPoint, CSS3, HTML, Team Leadership, Customer Service, Building Relationships, Direct Sales, Entrepreneurship, Team Building, Microsoft Office, Sales Presentations, Google Docs, ad design, Microsoft Word, Problem Solving, JavaScript, Regression Analysis, LBO
Education
Brigham Young University - Idaho 2013 — 2016
Bachelor of Science (BS), Business Management Emphasis In Finance, Minor In Finance Economics/Accounting, 3.6
Los Medanos College 2009 — 2010
Transfer to BYU Idaho as a transfer student, Business, Management and Marketing
Jordan Lusk Jordan Lusk's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Corra Fund February 2014 - Present
Morgan Stanley June 2014 - August 2014
B. Riley & Co. May 2013 - August 2013
Columbia West Capital January 2013 - April 2013
Zions Bank May 2012 - August 2012
Skills
Investment Banking, Due Diligence, Financial Modeling, Financial Analysis, Valuation, DCF, Private Placements, LBO, Private Equity, Business Valuation, Mergers & Acquisitions, Investments, Finance, Corporate Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Finance
Morgan Stanley June 2015 - Present
Corra Fund February 2014 - Present
Morgan Stanley June 2014 - August 2014
B. Riley & Co. May 2013 - August 2013
Columbia West Capital January 2013 - April 2013
Zions Bank May 2012 - August 2012
Skills
Investment Banking, Due Diligence, Financial Modeling, Financial Analysis, Valuation, DCF, Private Placements, LBO, Private Equity, Business Valuation, Mergers & Acquisitions, Investments, Finance, Corporate Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Finance
Perry Traquina Perry Traquina's Morgan Stanley Experience May 2015 - Present
Job Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
eBay Inc January 2015 - Present
Wellington Management Company LLP 1980 - 2014
Skills
Asset Management, Hedge Funds, Management, Portfolio Management, Alternative Investments, Equities
Education
Harvard Business School 1978 — 1980
MBA, Finance
Brandeis University 1974 — 1978
BA, Economics and American Studies
London School of Economics and Political Science, U. of London 1976 — 1977
General Course Student, Economics
Morgan Stanley May 2015 - Present
eBay Inc January 2015 - Present
Wellington Management Company LLP 1980 - 2014
Skills
Asset Management, Hedge Funds, Management, Portfolio Management, Alternative Investments, Equities
Education
Harvard Business School 1978 — 1980
MBA, Finance
Brandeis University 1974 — 1978
BA, Economics and American Studies
London School of Economics and Political Science, U. of London 1976 — 1977
General Course Student, Economics
Adam Rafalski's Morgan Stanley Experience June 2015 - Present
Job Vice President | Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management December 2013 - June 2015
Ameriprise Financial January 2011 - December 2013
Roanoke Valley Match Play Championship June 2008 - June 2012
SunTrust Bank July 2008 - January 2011
LPL August 2005 - July 2008
Skills
Strategic Financial..., Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Finance, Banking, Wealth Management, Investments, Leadership, Marketing Strategy, Sales Operations, Asset Management, Asset Allocation, Investment Advisory, Marketing, Mutual Funds, Sales, Investment Management, Retirement, Business Development, Financial Planning, Financial Services, Management
Education
Bridgewater College 2003 — 2005
BS, Accounting and Finance
United States Military Academy at West Point 2000 — 2002
BS, Systems Engineering
Bel Air High School 1995 — 1999
Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management December 2013 - June 2015
Ameriprise Financial January 2011 - December 2013
Roanoke Valley Match Play Championship June 2008 - June 2012
SunTrust Bank July 2008 - January 2011
LPL August 2005 - July 2008
Skills
Strategic Financial..., Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Finance, Banking, Wealth Management, Investments, Leadership, Marketing Strategy, Sales Operations, Asset Management, Asset Allocation, Investment Advisory, Marketing, Mutual Funds, Sales, Investment Management, Retirement, Business Development, Financial Planning, Financial Services, Management
Education
Bridgewater College 2003 — 2005
BS, Accounting and Finance
United States Military Academy at West Point 2000 — 2002
BS, Systems Engineering
Bel Air High School 1995 — 1999
Diploma
Alex Aponte Alex Aponte's Morgan Stanley Experience March 2014 - Present
Job Infrastructure Project Manager @Morgan Stanley
Industry Telecommunications
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney August 2010 - December 2011
Skills
Bilingual, News Writing, Media, Microsoft Excel, Microsoft Office, Accounts Payable, Basketball
Education
Kean University 2010 — 2012
Bachelor's degree, Communication and Media Studies
Brookdale Community College
Associate of Arts (A.A.), Communication and Media Studies
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney August 2010 - December 2011
Skills
Bilingual, News Writing, Media, Microsoft Excel, Microsoft Office, Accounts Payable, Basketball
Education
Kean University 2010 — 2012
Bachelor's degree, Communication and Media Studies
Brookdale Community College
Associate of Arts (A.A.), Communication and Media Studies
Lindsay Ramsey, RN MSN's Morgan Stanley Experience August 2006 - August 2008
Job Critical Care Registered Nurse at St. Mark's Hospital
Industry Medical Practice
Experience
St. Mark's Hospital August 2013 - Present
Aspen Institute (CRC Health Care) November 2012 - August 2013
Zions Bank June 2010 - September 2012
Midas Creek Home Health 2009 - 2010
Zions Bank August 2008 - May 2009
Morgan Stanley August 2006 - August 2008
Skills
ICU, ACLS, TNCC, Care Planning, Medication..., Mechanical Ventilation, Restraining Orders, Skin Care, Self-management, Conflict Resolution, KCI Wound Vac, Time Management, Conflict Management, Wound Care, Nursing, Microsoft Word, Integrity, Medicine, Spanish, Volunteering, Analytical Skills, New Hires, Quality Assurance, Supervision, Administrative Work, Attendance Management, Finance, Communication, Best Practices, Competition, Discipline, Kindness, Outstanding, Overseeing, Team, Writing
Education
Western Governors University 2006 — 2015
Master’s Degree, Nursing Administration
Western Governors University 2013 — 2014
Bachelor’s Degree, Registered Nursing/Registered Nurse
Broadview University 2010 — 2012
Associate of Science (A.S.), Nursing
Phlebotomy Certified
St. Mark's Hospital August 2013 - Present
Aspen Institute (CRC Health Care) November 2012 - August 2013
Zions Bank June 2010 - September 2012
Midas Creek Home Health 2009 - 2010
Zions Bank August 2008 - May 2009
Morgan Stanley August 2006 - August 2008
Skills
ICU, ACLS, TNCC, Care Planning, Medication..., Mechanical Ventilation, Restraining Orders, Skin Care, Self-management, Conflict Resolution, KCI Wound Vac, Time Management, Conflict Management, Wound Care, Nursing, Microsoft Word, Integrity, Medicine, Spanish, Volunteering, Analytical Skills, New Hires, Quality Assurance, Supervision, Administrative Work, Attendance Management, Finance, Communication, Best Practices, Competition, Discipline, Kindness, Outstanding, Overseeing, Team, Writing
Education
Western Governors University 2006 — 2015
Master’s Degree, Nursing Administration
Western Governors University 2013 — 2014
Bachelor’s Degree, Registered Nursing/Registered Nurse
Broadview University 2010 — 2012
Associate of Science (A.S.), Nursing
Phlebotomy Certified
Steven Potter's Morgan Stanley Experience 1997 - 2000
Job Senior Managing Director and Global Consumer Group Head at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC March 2012 - Present
SCP Worldwide 2008 - February 2012
Banc of America Securities July 2003 - February 2008
Deutsche Bank Securities June 2000 - July 2003
Morgan Stanley 1997 - 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Financial Analysis, Private Equity, Valuation, Venture Capital, Capital Markets, Investments, Mergers, Investment Banking, Corporate Development, Financial Forecasting, LBO, Corporate Finance, Equity Research, Business Valuation, Accounting, Due Diligence, Hedge Funds, Emerging Markets, Start-ups, Private Placements, M&A experience, Financial Reporting, Strategy, Alternative Investments, Finance, Leveraged Finance
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Brigham Young University 1981 — 1987
BS, Business Management - Finance
Ernst & Young Capital Advisors, LLC March 2012 - Present
SCP Worldwide 2008 - February 2012
Banc of America Securities July 2003 - February 2008
Deutsche Bank Securities June 2000 - July 2003
Morgan Stanley 1997 - 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Financial Analysis, Private Equity, Valuation, Venture Capital, Capital Markets, Investments, Mergers, Investment Banking, Corporate Development, Financial Forecasting, LBO, Corporate Finance, Equity Research, Business Valuation, Accounting, Due Diligence, Hedge Funds, Emerging Markets, Start-ups, Private Placements, M&A experience, Financial Reporting, Strategy, Alternative Investments, Finance, Leveraged Finance
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Brigham Young University 1981 — 1987
BS, Business Management - Finance
Jared Poulter Jared Poulter's Morgan Stanley Experience June 2014 - Present
Job Service Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Brigham Young University April 2013 - August 2014
Brigham Young University July 2013 - April 2014
International Trade Administration January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Stata, Research, Government, Spanish, Data Analysis, International Relations, Editing, SPSS, Analysis, Economics, English, Critical Thinking, Political Science
Education
Brigham Young University 2011 — 2014
Bachelor's Degree, International Relations: Political Economy
Folsom Lake College 2006 — 2012
Associate of Arts (A.A.), Interdisciplinary Studies Social and Behavioral Sciences
Morgan Stanley June 2014 - Present
Brigham Young University April 2013 - August 2014
Brigham Young University July 2013 - April 2014
International Trade Administration January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Stata, Research, Government, Spanish, Data Analysis, International Relations, Editing, SPSS, Analysis, Economics, English, Critical Thinking, Political Science
Education
Brigham Young University 2011 — 2014
Bachelor's Degree, International Relations: Political Economy
Folsom Lake College 2006 — 2012
Associate of Arts (A.A.), Interdisciplinary Studies Social and Behavioral Sciences
Scott Johnson, CFP®, QPFC, AIF®'s Morgan Stanley Experience November 1999 - March 2005
Job Vice President at Arista Wealth Management, LLC
Industry Financial Services
Experience
Arista Wealth Management September 2011 - Present
Tribeca Advisors, LLC April 2008 - September 2011
Morgan Stanley November 1999 - March 2005
Delphi Structured Finance, Corp. August 1993 - November 1999
Skills
Wealth Management, Retirement Planning, ERISA, Defined Benefit, Wealth Management..., Insurance, Investment Management, Qualified Retirement..., 401(k), Personal Financial..., Employee Benefits, Portfolio Management, Investments, Wealth, Finance, Asset Allocation, 403 b, Management, Financial Planning, Business Planning, Series 7, IRAs
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1993
Finance
Brigham Young University 1988 — 1991
BA, International Relations/Economics
Walt Whitman High School, Bethesda, MD 1981 — 1985
Arista Wealth Management September 2011 - Present
Tribeca Advisors, LLC April 2008 - September 2011
Morgan Stanley November 1999 - March 2005
Delphi Structured Finance, Corp. August 1993 - November 1999
Skills
Wealth Management, Retirement Planning, ERISA, Defined Benefit, Wealth Management..., Insurance, Investment Management, Qualified Retirement..., 401(k), Personal Financial..., Employee Benefits, Portfolio Management, Investments, Wealth, Finance, Asset Allocation, 403 b, Management, Financial Planning, Business Planning, Series 7, IRAs
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1993
Finance
Brigham Young University 1988 — 1991
BA, International Relations/Economics
Walt Whitman High School, Bethesda, MD 1981 — 1985
Jesse Yeats's Morgan Stanley Experience August 2010 - November 2013
Job Director of ECommerce at Beckett & Robb
Industry Financial Services
Experience
Beckett & Robb November 2013 - Present
Morgan Stanley August 2010 - November 2013
Skills
Strategy, Investments, Investment Banking, Management, Investment Advisory, Entrepreneurship, Trading, Trading Strategies, Portfolio Management, Sales, Financial Analysis, Fundamental Analysis, Microsoft Excel, Business Strategy, E-commerce, Social Media Marketing, Digital Marketing, Analytics, Online Marketing, SEO, Customer Service, Real Estate
Education
BYU-Idaho 2006 — 2007
Finance
Beckett & Robb November 2013 - Present
Morgan Stanley August 2010 - November 2013
Skills
Strategy, Investments, Investment Banking, Management, Investment Advisory, Entrepreneurship, Trading, Trading Strategies, Portfolio Management, Sales, Financial Analysis, Fundamental Analysis, Microsoft Excel, Business Strategy, E-commerce, Social Media Marketing, Digital Marketing, Analytics, Online Marketing, SEO, Customer Service, Real Estate
Education
BYU-Idaho 2006 — 2007
Finance
Jordan Hare Jordan Hare's Morgan Stanley Experience January 2011 - September 2012
Job Senior Analyst at HR&A
Industry Real Estate
Experience
HR&A May 2013 - Present
Move New York January 2013 - January 2014
OpenPlans October 2012 - April 2013
Morgan Stanley January 2011 - September 2012
Morgan Stanley January 2007 - January 2011
Morgan Stanley August 2000 - January 2007
Education
New York University 1997 — 2000
Bachelor of Arts (B.A.), English
Brandeis University 1996 — 1997
HR&A May 2013 - Present
Move New York January 2013 - January 2014
OpenPlans October 2012 - April 2013
Morgan Stanley January 2011 - September 2012
Morgan Stanley January 2007 - January 2011
Morgan Stanley August 2000 - January 2007
Education
New York University 1997 — 2000
Bachelor of Arts (B.A.), English
Brandeis University 1996 — 1997
Steve Rosenthal Steve Rosenthal's Morgan Stanley Experience February 2001 - February 2007
Job Global Treasurer and Managing Director at Broadridge
Industry Information Technology and Services
Experience
Broadridge March 2007 - Present
Morgan Stanley February 2001 - February 2007
Morgan Stanley (New York, NY) 2001 - 2007
Bear Stearns 1994 - 2000
Skills
Treasury Management, Cash Management, Capital Markets, Treasury, Banking, Financial Services, Investments, Credit, Securities, Enterprise Risk..., Fixed Income, Equities, Hedge Funds, Back Office, Working Capital..., Mutual Funds, Risk Management, Prime Brokerage, Finance, Foreign Exchange, Bloomberg, Portfolio Management, Financial Risk, Financial Analysis, Derivatives
Education
Wharton School, University of Pennsylvania 2011 — 2013
Extended Learning Certification, Finance, Leadership
Bridgewater State University 1992 — 1993
MA
State University of New York at Albany 1987 — 1992
BA
Broadridge March 2007 - Present
Morgan Stanley February 2001 - February 2007
Morgan Stanley (New York, NY) 2001 - 2007
Bear Stearns 1994 - 2000
Skills
Treasury Management, Cash Management, Capital Markets, Treasury, Banking, Financial Services, Investments, Credit, Securities, Enterprise Risk..., Fixed Income, Equities, Hedge Funds, Back Office, Working Capital..., Mutual Funds, Risk Management, Prime Brokerage, Finance, Foreign Exchange, Bloomberg, Portfolio Management, Financial Risk, Financial Analysis, Derivatives
Education
Wharton School, University of Pennsylvania 2011 — 2013
Extended Learning Certification, Finance, Leadership
Bridgewater State University 1992 — 1993
MA
State University of New York at Albany 1987 — 1992
BA
Nathan Morris Nathan Morris's Morgan Stanley Experience 2001 - 2002
Job Founder at Filevine
Industry Law Practice
Experience
Filevine 2012 - Present
Bighorn Law 2011 - Present
Milberg LLP 2005 - 2010
Milberg LLP 2005 - 2010
Morgan Stanley 2001 - 2002
Skills
Plaintiff's Litigation, Criminal Defense, Indian Law, Workers Compensation, Class Actions, Personal Injury..., Securities Litigation, Depositions, PACER, Westlaw, Lexis, Litigation Support, Commercial Litigation, Litigation, Document Review, Trials, Civil Litigation, Trial Practice, Mediation
Education
Brigham Young University
UCLA School of Law
Filevine 2012 - Present
Bighorn Law 2011 - Present
Milberg LLP 2005 - 2010
Milberg LLP 2005 - 2010
Morgan Stanley 2001 - 2002
Skills
Plaintiff's Litigation, Criminal Defense, Indian Law, Workers Compensation, Class Actions, Personal Injury..., Securities Litigation, Depositions, PACER, Westlaw, Lexis, Litigation Support, Commercial Litigation, Litigation, Document Review, Trials, Civil Litigation, Trial Practice, Mediation
Education
Brigham Young University
UCLA School of Law
Aaron Thomas's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Merrill Financial Associates January 2013 - June 2013
Global Financial Advisors September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Merrill Financial Associates April 2011 - May 2012
Brigham Young University January 2012 - April 2012
Brigham Young University September 2010 - August 2011
Rhomobile January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, VBA, Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Economics, Finance, Investment Banking, Microsoft Office, PowerPoint
Education
Brigham Young University 2006 — 2012
Bachelor of Science (B.S.), Business Management, Finance emphasis, Summa Cum Laude
Kingwood High School 2002 — 2006
Goldman Sachs July 2013 - Present
Merrill Financial Associates January 2013 - June 2013
Global Financial Advisors September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Merrill Financial Associates April 2011 - May 2012
Brigham Young University January 2012 - April 2012
Brigham Young University September 2010 - August 2011
Rhomobile January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, VBA, Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Economics, Finance, Investment Banking, Microsoft Office, PowerPoint
Education
Brigham Young University 2006 — 2012
Bachelor of Science (B.S.), Business Management, Finance emphasis, Summa Cum Laude
Kingwood High School 2002 — 2006
Donn Sant Donn Sant's Morgan Stanley Experience 1986 - 2005
Job Senior VP at UBS
Industry Financial Services
Experience
UBS September 2005 - Present
Morgan Stanley 1986 - 2005
Education
Brigham Young University 1974 — 1980
BS, Finance
UBS September 2005 - Present
Morgan Stanley 1986 - 2005
Education
Brigham Young University 1974 — 1980
BS, Finance
Corey Machen's Morgan Stanley Experience January 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Air City Bounce May 2014 - September 2014
Scalar Partners August 2013 - January 2014
The Aclaime Group May 2013 - August 2013
IndustryPro April 2013 - July 2013
Fredette Family Foundation August 2012 - March 2013
The Church of Jesus Christ of Latter-day Saints April 2009 - May 2011
Skills
Spanish, Finance, Microsoft Excel, Market Research, Teller Operations, Customer Service, Public Speaking, Training, Sales, Investments, Management, Entrepreneurship, Management Consulting, Strategy
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Franklin High School
Morgan Stanley January 2015 - Present
Air City Bounce May 2014 - September 2014
Scalar Partners August 2013 - January 2014
The Aclaime Group May 2013 - August 2013
IndustryPro April 2013 - July 2013
Fredette Family Foundation August 2012 - March 2013
The Church of Jesus Christ of Latter-day Saints April 2009 - May 2011
Skills
Spanish, Finance, Microsoft Excel, Market Research, Teller Operations, Customer Service, Public Speaking, Training, Sales, Investments, Management, Entrepreneurship, Management Consulting, Strategy
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Franklin High School
Szabolcs Kürti Szabolcs Kürti's Morgan Stanley Experience February 2013 - Present
Job Software Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley February 2013 - Present
IDtech s.r.o. September 2012 - January 2013
DataPro Solutions 2009 - 2010
Skills
Website Development, PHP, CMS, C#, Java, AJAX, ASP.NET, MySQL, Haskell, Prolog, Network Programming, Biometrics, Formal Languages, CSS, XHTML, JavaScript, Smarty, DHTML, phpMyAdmin, XSLT, Database Systems, Web Development, ASP.NET MVC, jQuery, Java Enterprise Edition, Eclipse, JUnit, Spring, LINQ
Education
Brno University of Technology 2005 — 2012
Engineer's degree, Information Technology
Morgan Stanley February 2013 - Present
IDtech s.r.o. September 2012 - January 2013
DataPro Solutions 2009 - 2010
Skills
Website Development, PHP, CMS, C#, Java, AJAX, ASP.NET, MySQL, Haskell, Prolog, Network Programming, Biometrics, Formal Languages, CSS, XHTML, JavaScript, Smarty, DHTML, phpMyAdmin, XSLT, Database Systems, Web Development, ASP.NET MVC, jQuery, Java Enterprise Edition, Eclipse, JUnit, Spring, LINQ
Education
Brno University of Technology 2005 — 2012
Engineer's degree, Information Technology
Katie Rose's Morgan Stanley Experience June 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2014 - Present
Goldman Sachs July 2010 - June 2014
Goldman Sachs June 2008 - July 2010
Goldman Sachs June 2005 - May 2008
Skills
Equities, Relationship Management, Credit, Analysis, Data Analysis, Credit Risk, Investments, Bloomberg, Fixed Income, Hedge Funds, Securities, Risk Management, Series 7, Management, Microsoft Excel
Education
Brigham Young University 2000 — 2005
B.S. Psychology, Business Management Minor
Chatfield Senior High, Littleton, CO 1996 — 1999
4.0, Valedictorian
Morgan Stanley June 2014 - Present
Goldman Sachs July 2010 - June 2014
Goldman Sachs June 2008 - July 2010
Goldman Sachs June 2005 - May 2008
Skills
Equities, Relationship Management, Credit, Analysis, Data Analysis, Credit Risk, Investments, Bloomberg, Fixed Income, Hedge Funds, Securities, Risk Management, Series 7, Management, Microsoft Excel
Education
Brigham Young University 2000 — 2005
B.S. Psychology, Business Management Minor
Chatfield Senior High, Littleton, CO 1996 — 1999
4.0, Valedictorian
Spencer LaCouture Spencer LaCouture's Morgan Stanley Experience June 2008 - August 2008
Job VP, Business at Project Forge
Industry Computer Software
Experience
Project Forge June 2015 - Present
Envoy March 2014 - June 2015
Goldman Sachs, Prime Brokerage August 2009 - February 2014
Morgan Stanley June 2008 - August 2008
Cardon Healthcare Network January 2007 - April 2008
Skills
Operational Analysis, Client Liaison, Microsoft Excel, Microsoft Office, PowerPoint, Management, Sales, Entrepreneurship, Training, Investments, Business Planning, Project Management, Program Management, New Business Development, Customer Service, Sales Management
Education
Brigham Young University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
Project Forge June 2015 - Present
Envoy March 2014 - June 2015
Goldman Sachs, Prime Brokerage August 2009 - February 2014
Morgan Stanley June 2008 - August 2008
Cardon Healthcare Network January 2007 - April 2008
Skills
Operational Analysis, Client Liaison, Microsoft Excel, Microsoft Office, PowerPoint, Management, Sales, Entrepreneurship, Training, Investments, Business Planning, Project Management, Program Management, New Business Development, Customer Service, Sales Management
Education
Brigham Young University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
Todd Mortensen Todd Mortensen's Morgan Stanley Experience June 2009 - August 2009
Job Associate at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP September 2012 - Present
Wharton Business School August 2008 - May 2012
Blackstone June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Merrill Lynch April 2007 - December 2008
New England Patriots January 2006 - August 2006
Musician September 1993 - September 1998
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Private Equity, Fixed Income, Asset Allocation, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Venture Capital, Capital Markets, Investments, Securities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
JD/MBA
University of San Diego 2004 — 2005
Brigham Young University 2001 — 2004
BA
Tempe High School 1993 — 1997
Sullivan & Cromwell LLP September 2012 - Present
Wharton Business School August 2008 - May 2012
Blackstone June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Merrill Lynch April 2007 - December 2008
New England Patriots January 2006 - August 2006
Musician September 1993 - September 1998
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Private Equity, Fixed Income, Asset Allocation, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Venture Capital, Capital Markets, Investments, Securities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
JD/MBA
University of San Diego 2004 — 2005
Brigham Young University 2001 — 2004
BA
Tempe High School 1993 — 1997
Karl Kipke's Morgan Stanley Experience 1984 - 1989
Job Founder/CEO at Hampshire Group, LLC
Industry Venture Capital & Private Equity
Experience
REVx Technologies, Inc. August 2014 - Present
Collaborative Innovations, LLC August 2010 - Present
Hampshire Air Services, Inc. 1998 - Present
Hampshire Asset Management, LLC August 1994 - Present
Hampshire Group 1994 - Present
Hampshire Technology Group January 1999 - December 2003
Hampshire Pet Products, LLC January 1999 - July 2003
Bear Stearns 1989 - 1994
Morgan Stanley 1984 - 1989
Skills
Start-ups, Strategic Planning, Online Marketing, Marketing Strategy, Business Strategy, Leadership, Entrepreneurship, Email Marketing, Venture Capital, Strategy, Private Equity, Sales, Consulting, Mergers & Acquisitions, Mergers, Business Development, Marketing, Marketing Communications, Customer Service, Strategic Partnerships, Public Relations, Product Management, Business Planning, Management, New Business Development, Competitive Analysis, Product Marketing, Executive Management, Management Consulting, Market Research, Product Development, Corporate Development
Education
Brigham Young University
La Canada High School
REVx Technologies, Inc. August 2014 - Present
Collaborative Innovations, LLC August 2010 - Present
Hampshire Air Services, Inc. 1998 - Present
Hampshire Asset Management, LLC August 1994 - Present
Hampshire Group 1994 - Present
Hampshire Technology Group January 1999 - December 2003
Hampshire Pet Products, LLC January 1999 - July 2003
Bear Stearns 1989 - 1994
Morgan Stanley 1984 - 1989
Skills
Start-ups, Strategic Planning, Online Marketing, Marketing Strategy, Business Strategy, Leadership, Entrepreneurship, Email Marketing, Venture Capital, Strategy, Private Equity, Sales, Consulting, Mergers & Acquisitions, Mergers, Business Development, Marketing, Marketing Communications, Customer Service, Strategic Partnerships, Public Relations, Product Management, Business Planning, Management, New Business Development, Competitive Analysis, Product Marketing, Executive Management, Management Consulting, Market Research, Product Development, Corporate Development
Education
Brigham Young University
La Canada High School
Brian Carini Brian Carini's Morgan Stanley Experience 2005 - 2011
Job CTO at MindQuire
Industry Information Technology and Services
Experience
MindQuire 2014 - Present
C&A Consulting LLC 2011 - 2013
Morgan Stanley 2005 - 2011
Carnegie Mellon University 2001 - 2004
Deloitte 2000 - 2000
Travelers Life & Annuity 1997 - 1997
Skills
Risk Management, Financial Analysis, Analytics, Financial Services, Hedge Funds, Private Equity, Data Mining, Management Consulting, Financial Modeling, Capital Markets, Data Analysis, Statistics, Data Science, Technology Management, Entrepreneurship, Privacy Law, Data Privacy, HIPAA, IT Infrastructure...
Education
Carnegie Mellon University 2001 — 2004
Doctor of Philosophy (PhD) - ABD, Economics, Informaton Technology Management, Data Privacy & Security
Brigham Young University - Marriott School of Management 1998 — 2001
MSIM, Information Technology Management, Research Track
Brigham Young University 1994 — 1998
Bachelor's Degree, Statistics and Actuarial Science
MindQuire 2014 - Present
C&A Consulting LLC 2011 - 2013
Morgan Stanley 2005 - 2011
Carnegie Mellon University 2001 - 2004
Deloitte 2000 - 2000
Travelers Life & Annuity 1997 - 1997
Skills
Risk Management, Financial Analysis, Analytics, Financial Services, Hedge Funds, Private Equity, Data Mining, Management Consulting, Financial Modeling, Capital Markets, Data Analysis, Statistics, Data Science, Technology Management, Entrepreneurship, Privacy Law, Data Privacy, HIPAA, IT Infrastructure...
Education
Carnegie Mellon University 2001 — 2004
Doctor of Philosophy (PhD) - ABD, Economics, Informaton Technology Management, Data Privacy & Security
Brigham Young University - Marriott School of Management 1998 — 2001
MSIM, Information Technology Management, Research Track
Brigham Young University 1994 — 1998
Bachelor's Degree, Statistics and Actuarial Science
Morgan Edwards Morgan Edwards's Morgan Stanley Experience 1998 - 2004
Job Chief Financial Officer at CommonBond
Industry Financial Services
Experience
CommonBond June 2015 - Present
Macquarie Capital 2008 - June 2015
Bear Stearns & Co 2005 - 2008
Morgan Stanley 1998 - 2004
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Leveraged Finance, Private Equity, Valuation, Corporate Finance, LBO, Financial Structuring
Education
Brigham Young University
Master of Business Administration (MBA)
CommonBond June 2015 - Present
Macquarie Capital 2008 - June 2015
Bear Stearns & Co 2005 - 2008
Morgan Stanley 1998 - 2004
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Leveraged Finance, Private Equity, Valuation, Corporate Finance, LBO, Financial Structuring
Education
Brigham Young University
Master of Business Administration (MBA)
Dain J Parkinson Dain J Parkinson's Morgan Stanley Experience May 1996 — September 1998
Job CFO at 3B Group, Inc.
Industry Health Care
Experience
Merwin Long Term Care (Acq by CVS) December 2013 — January 2017
Laurien Management Consulting (Contractor) September 2005 — December 2013
United Health Group May 2004 — August 2005
Honeywell December 2001 — May 2004
Iomega October 1998 — September 2001
Morgan Stanley May 1996 — September 1998
American Stores Company January 1991 — May 1996
Skills
C level executive finance. All aspects of corporate finance and accounting. Specialize in Private and PE owned company executive finance, strategy, revenue and operational improvement. Certified Lean Six Sigma Black Belt. 20+ years of experience in corporate finance, strategic planning, business process improvement, Lean Six Sigma implementation and project management, operational excellence, Mergers & Acquisitions, management consulting, project planning, strategic sourcing and supply chain improvement (physical and transactional), forecasting and production planning, turn around management. Finance, business transformation, and lean improvement in various industry segments including manufacturing/distribution (CPG, durable goods, industrial, chemical, and oil), Health Care, Technology, Finance. Management Consulting functional expertise includes: Cross-functional Team Management, Business Planning, Organizational Design, Lean Consulting, Strategic Finance, Finance Consulting, Supply Chain Consulting, Operations Improvement, Executive Finance Mentoring, Acquisition Assessment, Strategic Planning, Performance Improvement strategy and implementation.
Education
Brigham Young University 1983 — 1987
BS, Accounting
California State University-East Bay 1988 — 1989
Master of Business Administration (MBA), Finance
Merwin Long Term Care (Acq by CVS) December 2013 — January 2017
Laurien Management Consulting (Contractor) September 2005 — December 2013
United Health Group May 2004 — August 2005
Honeywell December 2001 — May 2004
Iomega October 1998 — September 2001
Morgan Stanley May 1996 — September 1998
American Stores Company January 1991 — May 1996
Skills
C level executive finance. All aspects of corporate finance and accounting. Specialize in Private and PE owned company executive finance, strategy, revenue and operational improvement. Certified Lean Six Sigma Black Belt. 20+ years of experience in corporate finance, strategic planning, business process improvement, Lean Six Sigma implementation and project management, operational excellence, Mergers & Acquisitions, management consulting, project planning, strategic sourcing and supply chain improvement (physical and transactional), forecasting and production planning, turn around management. Finance, business transformation, and lean improvement in various industry segments including manufacturing/distribution (CPG, durable goods, industrial, chemical, and oil), Health Care, Technology, Finance. Management Consulting functional expertise includes: Cross-functional Team Management, Business Planning, Organizational Design, Lean Consulting, Strategic Finance, Finance Consulting, Supply Chain Consulting, Operations Improvement, Executive Finance Mentoring, Acquisition Assessment, Strategic Planning, Performance Improvement strategy and implementation.
Education
Brigham Young University 1983 — 1987
BS, Accounting
California State University-East Bay 1988 — 1989
Master of Business Administration (MBA), Finance
Annabella Meoni's Morgan Stanley Experience January 2014 - December 2014
Job IT Consultant, MSc., FGA
Industry Information Technology and Services
Experience
Morgan Stanley January 2014 - December 2014
Facilité Informatique August 2012 - April 2013
Facilité Informatique April 2012 - August 2012
AXA LM February 2010 - December 2011
Steria September 2008 - January 2009
BNP Paribas July 2007 - July 2008
Samsung Electronics January 2004 - July 2006
Samsung Electronics America October 1999 - December 2003
BYU CATERING May 1996 - August 1999
Skills
MS Project, Visio, TeamTrack, User Acceptance Testing, Requirements Gathering, Quality Center, System Testing, Systems Analysis, Business Analysis, Business Requirements, Testing, Oracle, SharePoint, UML, Quality Assurance, Access, Microsoft Project, HP Quality Center, Project Management, Management, Change Management, SDLC, PMO
Education
Montreal School of Gemology/Gem-A 2013 — 2015
FGA Diploma, Gemology
Gemological Institute of America 2013 — 2013
Diamond Grading Certification, Gemology
FITEC 2007 — 2007
Certification, QA
The George Washington University - School of Business 2005 — 2006
CIO Certificate in Federal Executive competencies, Information Technology
The George Washington University - School of Business 2003 — 2006
M.S., Information Systems Technology
Northern Virginia Community College 2001 — 2001
Web Certification: Master CIW Designer, Information Technology
Brigham Young University 1996 — 1999
B.A., International and Area Studies
Morgan Stanley January 2014 - December 2014
Facilité Informatique August 2012 - April 2013
Facilité Informatique April 2012 - August 2012
AXA LM February 2010 - December 2011
Steria September 2008 - January 2009
BNP Paribas July 2007 - July 2008
Samsung Electronics January 2004 - July 2006
Samsung Electronics America October 1999 - December 2003
BYU CATERING May 1996 - August 1999
Skills
MS Project, Visio, TeamTrack, User Acceptance Testing, Requirements Gathering, Quality Center, System Testing, Systems Analysis, Business Analysis, Business Requirements, Testing, Oracle, SharePoint, UML, Quality Assurance, Access, Microsoft Project, HP Quality Center, Project Management, Management, Change Management, SDLC, PMO
Education
Montreal School of Gemology/Gem-A 2013 — 2015
FGA Diploma, Gemology
Gemological Institute of America 2013 — 2013
Diamond Grading Certification, Gemology
FITEC 2007 — 2007
Certification, QA
The George Washington University - School of Business 2005 — 2006
CIO Certificate in Federal Executive competencies, Information Technology
The George Washington University - School of Business 2003 — 2006
M.S., Information Systems Technology
Northern Virginia Community College 2001 — 2001
Web Certification: Master CIW Designer, Information Technology
Brigham Young University 1996 — 1999
B.A., International and Area Studies
Boyd Smith's Morgan Stanley Experience 1999 - 2007
Job Manager of Account Development at American Express
Industry Financial Services
Experience
American Express March 2013 - Present
American Express August 2009 - Present
GE March 2007 - August 2009
GE Corporate Payment Services 2007 - August 2009
GE Money 2007 - August 2009
Morgan Stanley 1999 - 2007
Fidelity Investments 1997 - 1999
First Security Bank 1993 - 1997
Skills
Account Management, Communication, Long-term Customer..., Presentation Skills, Relationship Management, Client Relations, Vendor Management, Relationship Building, Service Delivery, Unix, Websphere, Process Improvement, Business Relationship..., SDLC, Security, Disaster Recovery, Integration, Enterprise Architecture, Information Technology, Solaris, ITIL, Performance Tuning, HTML, Cloud Computing, Strategy, Management, System Administration, Business Analysis, Program Management, Project Management, Forecasting
Education
University of Utah 2008 — 2010
Mass Communication, Mass Communication
Salt Lake Community College 2004 — 2006
Associates, Gen Ed
Ricks College 1991 — 1992
American Express March 2013 - Present
American Express August 2009 - Present
GE March 2007 - August 2009
GE Corporate Payment Services 2007 - August 2009
GE Money 2007 - August 2009
Morgan Stanley 1999 - 2007
Fidelity Investments 1997 - 1999
First Security Bank 1993 - 1997
Skills
Account Management, Communication, Long-term Customer..., Presentation Skills, Relationship Management, Client Relations, Vendor Management, Relationship Building, Service Delivery, Unix, Websphere, Process Improvement, Business Relationship..., SDLC, Security, Disaster Recovery, Integration, Enterprise Architecture, Information Technology, Solaris, ITIL, Performance Tuning, HTML, Cloud Computing, Strategy, Management, System Administration, Business Analysis, Program Management, Project Management, Forecasting
Education
University of Utah 2008 — 2010
Mass Communication, Mass Communication
Salt Lake Community College 2004 — 2006
Associates, Gen Ed
Ricks College 1991 — 1992
Rachael Lauritzen's Morgan Stanley Experience November 2003 - September 2005
Job Editor & Proofreader
Industry Publishing
Experience
South Salt Lake City January 2010 - Present
Prince, Perelson & Associates October 2001 - Present
Morgan Stanley November 2003 - September 2005
Fidelity Investments July 2000 - August 2001
Skills
Event Planning, Microsoft Office, Microsoft Excel, Management, Customer Service, Project Management, Non-profits, Public Speaking, Social Media, PowerPoint, Proposal Writing, Accounting
Education
Brigham Young University 1994 — 2000
B.A., English
South Salt Lake City January 2010 - Present
Prince, Perelson & Associates October 2001 - Present
Morgan Stanley November 2003 - September 2005
Fidelity Investments July 2000 - August 2001
Skills
Event Planning, Microsoft Office, Microsoft Excel, Management, Customer Service, Project Management, Non-profits, Public Speaking, Social Media, PowerPoint, Proposal Writing, Accounting
Education
Brigham Young University 1994 — 2000
B.A., English
Robert Bernstone's Morgan Stanley Experience 1989 - 2003
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2005 - Present
Deutsche Bank 1998 - 2005
Deutsche Bank Securities, Inc. 1997 - 2005
Morgan Stanley 1989 - 2003
Skills
Equities, Derivatives, Equity Derivatives, Hedge Funds, Electronic Trading, ETFs, Prime Brokerage, Trading Systems, Equity Trading, Investment Banking, Delta One
Education
Brandeis University 1985 — 1989
Bachelor of Arts (BA), economics
Credit Suisse 2005 - Present
Deutsche Bank 1998 - 2005
Deutsche Bank Securities, Inc. 1997 - 2005
Morgan Stanley 1989 - 2003
Skills
Equities, Derivatives, Equity Derivatives, Hedge Funds, Electronic Trading, ETFs, Prime Brokerage, Trading Systems, Equity Trading, Investment Banking, Delta One
Education
Brandeis University 1985 — 1989
Bachelor of Arts (BA), economics
Jared Birchall's Morgan Stanley Experience February 2010 - Present
Job Morgan Stanley Private Wealth Management First Vice President
Industry Investment Management
Experience
Morgan Stanley February 2010 - Present
Merrill Lynch 2000 - February 2010
Goldman Sachs 1999 - 2000
Education
Brigham Young University 1992 — 1999
BA
Morgan Stanley February 2010 - Present
Merrill Lynch 2000 - February 2010
Goldman Sachs 1999 - 2000
Education
Brigham Young University 1992 — 1999
BA
Jane Hwang's Morgan Stanley Experience October 2000 - August 2003
Job Senior Financial Sector Specialist
Industry International Trade and Development
Experience
World Bank July 2005 - Present
UNDP June 2004 - September 2004
Morgan Stanley October 2000 - August 2003
Skills
International..., Economics, Development Economics, Capacity Building, Economic Development, Private Sector..., Microfinance, International Economics, Policy Analysis, Economic Research, Economic Policy, Emerging Markets, Public Policy, International Relations, Financial Modeling, Analysis, Program Evaluation, Strategy, Macroeconomics, Stata, Research, Program Management
Education
University of Chicago 2003 — 2005
Masters of Public Policy, Development Economics and International Development
Brandeis University 1995 — 1999
Bachelor of Arts (BA), Sociology and Economics
World Bank July 2005 - Present
UNDP June 2004 - September 2004
Morgan Stanley October 2000 - August 2003
Skills
International..., Economics, Development Economics, Capacity Building, Economic Development, Private Sector..., Microfinance, International Economics, Policy Analysis, Economic Research, Economic Policy, Emerging Markets, Public Policy, International Relations, Financial Modeling, Analysis, Program Evaluation, Strategy, Macroeconomics, Stata, Research, Program Management
Education
University of Chicago 2003 — 2005
Masters of Public Policy, Development Economics and International Development
Brandeis University 1995 — 1999
Bachelor of Arts (BA), Sociology and Economics
Rick D. Westbrook's Morgan Stanley Experience February 2007 - March 2008
Job Vice President Strategic Accounts at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half March 2015 - Present
Robert Half March 2012 - Present
Atlantic & Pacific Real Estate September 2010 - April 2012
Robert Half June 2008 - September 2010
Morgan Stanley February 2007 - March 2008
Fremont Investment & Loan April 2002 - March 2007
Citi 1992 - 2002
Skills
Loans, Underwriting, Mortgage Lending, Credit, Loss Mitigation, Mortgage Banking, Leadership, Banking, Business Development, Credit Analysis, Consumer Lending, Credit Risk, Executive Management, FHA, Finance, Financial Services, Loan Origination, Loan Servicing, Management, Marketing, Mortgage Servicing, Operational Due..., Portfolio Management, REO, Real Estate, Real Estate Transactions, Recruiting, Refinance, Relationship Management, Residential Mortgages, SDLC, Selling, Sales, Short Sales, Strategic Leadership, Temporary Placement
Education
Brigham Young University 1987 — 1991
BA, Communications - Business Sales
Robert Half March 2015 - Present
Robert Half March 2012 - Present
Atlantic & Pacific Real Estate September 2010 - April 2012
Robert Half June 2008 - September 2010
Morgan Stanley February 2007 - March 2008
Fremont Investment & Loan April 2002 - March 2007
Citi 1992 - 2002
Skills
Loans, Underwriting, Mortgage Lending, Credit, Loss Mitigation, Mortgage Banking, Leadership, Banking, Business Development, Credit Analysis, Consumer Lending, Credit Risk, Executive Management, FHA, Finance, Financial Services, Loan Origination, Loan Servicing, Management, Marketing, Mortgage Servicing, Operational Due..., Portfolio Management, REO, Real Estate, Real Estate Transactions, Recruiting, Refinance, Relationship Management, Residential Mortgages, SDLC, Selling, Sales, Short Sales, Strategic Leadership, Temporary Placement
Education
Brigham Young University 1987 — 1991
BA, Communications - Business Sales
Andrew S. MacArthur's Morgan Stanley Experience 2008 - 2009
Job Data Analyst, Denormalization, Facilitation, & Correlation
Industry Information Technology and Services
Experience
Tata Consultancy Services June 2015 - Present
eBay Inc April 2014 - April 2015
EMC^2/Mozy July 2013 - April 2014
Capital One 2011 - 2011
Boart Longyear 2010 - 2010
Morgan Stanley 2008 - 2009
GE 2007 - 2007
Zions Bancorporation 2006 - 2007
eBay Inc 2001 - 2006
Security Brokerage, Inc. (SBI) 2000 - 2001
Skills
BI tools: Business..., Software used:..., Microsoft MS Outlook,..., Reporting tools:..., Adobe Acrobat, Control-M, JIRA, Data Warehousing, Access
Education
Marriott School of Management 1997 — 1999
Master of Business Administration (M.B.A.), Finance, Investments
Brigham Young University
Bachelor of Science (B.S.), Economics
Brigham Young University
Associate's degree, English
CFA Institute
Tata Consultancy Services June 2015 - Present
eBay Inc April 2014 - April 2015
EMC^2/Mozy July 2013 - April 2014
Capital One 2011 - 2011
Boart Longyear 2010 - 2010
Morgan Stanley 2008 - 2009
GE 2007 - 2007
Zions Bancorporation 2006 - 2007
eBay Inc 2001 - 2006
Security Brokerage, Inc. (SBI) 2000 - 2001
Skills
BI tools: Business..., Software used:..., Microsoft MS Outlook,..., Reporting tools:..., Adobe Acrobat, Control-M, JIRA, Data Warehousing, Access
Education
Marriott School of Management 1997 — 1999
Master of Business Administration (M.B.A.), Finance, Investments
Brigham Young University
Bachelor of Science (B.S.), Economics
Brigham Young University
Associate's degree, English
CFA Institute
Johnny Cadavid's Morgan Stanley Experience May 2010 - May 2011
Job Desktop Systems Engineer at mindSHIFT
Industry Financial Services
Experience
mindSHIFT April 2013 - Present
Gotham Technology Group January 2013 - March 2013
OpenSky Corp March 2012 - November 2012
Greenwich Associates June 2011 - March 2012
Morgan Stanley May 2010 - May 2011
Webster Bank July 2006 - February 2010
Webster Bank 2003 - 2007
FIRSTFED/Webster 2003 - 2005
Skills
MSI, Group Policy, Active Directory, DNS, VBScript, SCCM, Powershell, VB.NET, C# 4.0, App-V, MDT, OSD, Windows 7 Migration, Windows 7, Windows 8, WinPE, Multithreading, XML, Application Packaging, DHCP, WSUS, Windows Server, System Deployment, Windows XP, Technical Support, Operating Systems, Infrastructure
Education
Gibbs College 2002 — 2003
Bristol Community College 1998 — 2002
mindSHIFT April 2013 - Present
Gotham Technology Group January 2013 - March 2013
OpenSky Corp March 2012 - November 2012
Greenwich Associates June 2011 - March 2012
Morgan Stanley May 2010 - May 2011
Webster Bank July 2006 - February 2010
Webster Bank 2003 - 2007
FIRSTFED/Webster 2003 - 2005
Skills
MSI, Group Policy, Active Directory, DNS, VBScript, SCCM, Powershell, VB.NET, C# 4.0, App-V, MDT, OSD, Windows 7 Migration, Windows 7, Windows 8, WinPE, Multithreading, XML, Application Packaging, DHCP, WSUS, Windows Server, System Deployment, Windows XP, Technical Support, Operating Systems, Infrastructure
Education
Gibbs College 2002 — 2003
Bristol Community College 1998 — 2002
Daniel Hopkin's Morgan Stanley Experience July 2002 - July 2004
Job Partner at Kainos Capital Partners
Industry Venture Capital & Private Equity
Experience
Kainos Capital Partners 2012 - Present
Hicks Muse Tate & Furst 2004 - September 2012
Morgan Stanley July 2002 - July 2004
Skills
Due Diligence, Mergers, Financial Modeling, Financial Analysis, Private Equity, Valuation, Corporate Finance, Investments, Financial Reporting, Accounting, Corporate Development
Education
Brigham Young University 1995 — 2002
Masters, Accounting
Needham High School
Kainos Capital Partners 2012 - Present
Hicks Muse Tate & Furst 2004 - September 2012
Morgan Stanley July 2002 - July 2004
Skills
Due Diligence, Mergers, Financial Modeling, Financial Analysis, Private Equity, Valuation, Corporate Finance, Investments, Financial Reporting, Accounting, Corporate Development
Education
Brigham Young University 1995 — 2002
Masters, Accounting
Needham High School
Daniel Shaeffer's Morgan Stanley Experience 1997 - 2003
Job CEO at Cottonwood Residential
Industry Real Estate
Experience
Cottonwood Residential, Inc. 2004 - Present
Morgan Stanley 1997 - 2003
Education
The University of Chicago Booth School of Business 1995 — 1997
Brigham Young University 1988 — 1993
BS, Accounting
Cottonwood Residential, Inc. 2004 - Present
Morgan Stanley 1997 - 2003
Education
The University of Chicago Booth School of Business 1995 — 1997
Brigham Young University 1988 — 1993
BS, Accounting
Valeria Arnold's Morgan Stanley Experience March 2000 - August 2003
Job President at Varco Inc. Registered Investment Advisors
Industry Financial Services
Experience
Varco Inc. - Registered Investment Advisors August 2003 - Present
Morgan Stanley March 2000 - August 2003
Skills
Leadership, Strategic Financial..., Investments, Financial Analysis, Portfolio Management, Finance, Nonprofits, Financial Advisory, Estate Planning, Consulting, Employee Benefits, Government, Retirement Planning, Insurance, Asset Management, Wealth Management, Strategic Planning, Mortgage Lending, Small Business, Entrepreneurship
Education
Brenau University 1994 — 1995
MBA, General
Georgia State University
BS, Psychology
Varco Inc. - Registered Investment Advisors August 2003 - Present
Morgan Stanley March 2000 - August 2003
Skills
Leadership, Strategic Financial..., Investments, Financial Analysis, Portfolio Management, Finance, Nonprofits, Financial Advisory, Estate Planning, Consulting, Employee Benefits, Government, Retirement Planning, Insurance, Asset Management, Wealth Management, Strategic Planning, Mortgage Lending, Small Business, Entrepreneurship
Education
Brenau University 1994 — 1995
MBA, General
Georgia State University
BS, Psychology
Dustin Watts's Morgan Stanley Experience September 2004 - March 2008
Job Recent Law Graduate
Industry Higher Education
Experience
Red Leaf Resources, Inc. April 2014 - March 2015
The Bradshaw Law Group December 2013 - May 2014
Assure Equity Partners January 2014 - March 2014
Cannon Law Associates May 2013 - September 2013
Valet Auto May 2011 - August 2012
Wells Fargo Advisors June 2010 - May 2011
Cambridge Financial Center May 2009 - June 2010
Goldman Sachs March 2008 - May 2009
Morgan Stanley September 2004 - March 2008
Skills
Sales, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Team Leadership, Research, Account Management, Social Media, Finance, Data Analysis, Accounting, Analysis, Team Building, Marketing Strategy, Sales Management, Westlaw, Securities Law, Lexis Nexis, Transactional Law, Corporate Law, Securities Regulation
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.), Law
Westminster College 2001 — 2006
Bachelor of Science (BS), International Business
Brighton High School 1998 — 2001
Red Leaf Resources, Inc. April 2014 - March 2015
The Bradshaw Law Group December 2013 - May 2014
Assure Equity Partners January 2014 - March 2014
Cannon Law Associates May 2013 - September 2013
Valet Auto May 2011 - August 2012
Wells Fargo Advisors June 2010 - May 2011
Cambridge Financial Center May 2009 - June 2010
Goldman Sachs March 2008 - May 2009
Morgan Stanley September 2004 - March 2008
Skills
Sales, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Team Leadership, Research, Account Management, Social Media, Finance, Data Analysis, Accounting, Analysis, Team Building, Marketing Strategy, Sales Management, Westlaw, Securities Law, Lexis Nexis, Transactional Law, Corporate Law, Securities Regulation
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.), Law
Westminster College 2001 — 2006
Bachelor of Science (BS), International Business
Brighton High School 1998 — 2001
Stephanie Crittenden Ryan's Morgan Stanley Experience 2001 - 2002
Job Co Owner at CRC Group LLC
Industry Financial Services
Experience
CRC Group LLC January 2013 - Present
ViaTech Publishing Solutions February 2010 - July 2010
Accenture July 2006 - October 2007
Dell 2004 - 2006
D. E. Shaw & Co. 2002 - 2004
Morgan Stanley 2001 - 2002
Skills
Financial Modeling, Financial Analysis
Education
Brigham Young University 1997 — 2001
Bachelor of Science (BS), Accounting
CRC Group LLC January 2013 - Present
ViaTech Publishing Solutions February 2010 - July 2010
Accenture July 2006 - October 2007
Dell 2004 - 2006
D. E. Shaw & Co. 2002 - 2004
Morgan Stanley 2001 - 2002
Skills
Financial Modeling, Financial Analysis
Education
Brigham Young University 1997 — 2001
Bachelor of Science (BS), Accounting
Davis Bell's Morgan Stanley Experience June 2007 - May 2009
Job VP, Corporate Markets at Instructure, Inc.
Industry Computer Software
Experience
Instructure, Inc. August 2014 - Present
Instructure, Inc. January 2014 - August 2014
Instructure, Inc. October 2013 - December 2013
Instructure, Inc. February 2013 - September 2013
Imagine Learning September 2012 - January 2013
Imagine Learning October 2010 - September 2012
DIRECTV Latin America July 2009 - September 2010
Morgan Stanley June 2007 - May 2009
Bear Stearns 2006 - 2008
USAID December 2002 - May 2004
Skills
New Business Development, Corporate Development, Business Strategy, Competitive Analysis, Market Entry, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Strategic Partnerships, Business Planning, Strategic Planning, Product Management, Leadership, Management
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Master of International Affairs, International Finance and Business
Brigham Young University 1995 — 2001
Bachelor of Arts (B.A.), International Studies
Instructure, Inc. August 2014 - Present
Instructure, Inc. January 2014 - August 2014
Instructure, Inc. October 2013 - December 2013
Instructure, Inc. February 2013 - September 2013
Imagine Learning September 2012 - January 2013
Imagine Learning October 2010 - September 2012
DIRECTV Latin America July 2009 - September 2010
Morgan Stanley June 2007 - May 2009
Bear Stearns 2006 - 2008
USAID December 2002 - May 2004
Skills
New Business Development, Corporate Development, Business Strategy, Competitive Analysis, Market Entry, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Strategic Partnerships, Business Planning, Strategic Planning, Product Management, Leadership, Management
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Master of International Affairs, International Finance and Business
Brigham Young University 1995 — 2001
Bachelor of Arts (B.A.), International Studies
Warren Haroldsen's Morgan Stanley Experience November 2007 - Present
Job Consultative/Relationship Sales Specialist
Industry Financial Services
Experience
Morgan Stanley November 2007 - Present
SCI Funeral March 2003 - October 2007
Convergys May 2000 - May 2003
Hylon Koburn Inc. January 1990 - January 2001
Artco January 1986 - May 1988
Education
University of Phoenix 2002 — 2003
Business Management/Business Marketing
Universal Accounting Center 1993 — 1993
Associate, Accounting
Brigham Young University - Idaho 1986 — 1988
Middle Management
Morgan Stanley November 2007 - Present
SCI Funeral March 2003 - October 2007
Convergys May 2000 - May 2003
Hylon Koburn Inc. January 1990 - January 2001
Artco January 1986 - May 1988
Education
University of Phoenix 2002 — 2003
Business Management/Business Marketing
Universal Accounting Center 1993 — 1993
Associate, Accounting
Brigham Young University - Idaho 1986 — 1988
Middle Management
Jill Pettijohn's Morgan Stanley Experience March 2015 - Present
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Fidelity Investments 2008 - February 2015
Contango Capital Advisors 2005 - 2007
ADP 2003 - 2005
University Venture Fund 2001 - 2003
Fidelity Investments 2000 - 2002
Payne Anthony Jewelers 1998 - 2000
Skills
Team Building, SaaS, Strategy, Wealth Management, Product Management, Banking, Leadership, E-commerce, Management, Marketing, Analysis, Market Research, Management Consulting, Social Media, Public Speaking, Microsoft Office, Customer Service, Sales, Strategic Planning, Social Media Marketing, Investments, Financial Analysis
Education
Brigham Young University - Idaho 1995 — 1998
Business communications
University of Utah
Business
Morgan Stanley March 2015 - Present
Fidelity Investments 2008 - February 2015
Contango Capital Advisors 2005 - 2007
ADP 2003 - 2005
University Venture Fund 2001 - 2003
Fidelity Investments 2000 - 2002
Payne Anthony Jewelers 1998 - 2000
Skills
Team Building, SaaS, Strategy, Wealth Management, Product Management, Banking, Leadership, E-commerce, Management, Marketing, Analysis, Market Research, Management Consulting, Social Media, Public Speaking, Microsoft Office, Customer Service, Sales, Strategic Planning, Social Media Marketing, Investments, Financial Analysis
Education
Brigham Young University - Idaho 1995 — 1998
Business communications
University of Utah
Business
Cindy Norsworthy's Morgan Stanley Experience 2011 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
LFE Institute April 2010 - Present
Society of Certified Senior Advisor 2003 - 2015
Western Financial Planning August 2007 - December 2009
Skills
Strategic Financial..., Cash Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Retirement, Asset Managment, IRAs, Real Estate, Small Business, Asset Management, Finance, Leadership, Employee Benefits, Insurance, Portfolio Management, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Estate Planning, Strategic Planning, Financial Planners, Investment Advisory, Series 7, Budgets, Team Building, Loans, Training, Business Planning, Securities, Personal Financial..., Wealth, Investment Strategies, Life Insurance, Series 63, Financial Planning
Education
Brigham Young University
University of New Orleans
Morgan Stanley 2011 - Present
LFE Institute April 2010 - Present
Society of Certified Senior Advisor 2003 - 2015
Western Financial Planning August 2007 - December 2009
Skills
Strategic Financial..., Cash Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Retirement, Asset Managment, IRAs, Real Estate, Small Business, Asset Management, Finance, Leadership, Employee Benefits, Insurance, Portfolio Management, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Estate Planning, Strategic Planning, Financial Planners, Investment Advisory, Series 7, Budgets, Team Building, Loans, Training, Business Planning, Securities, Personal Financial..., Wealth, Investment Strategies, Life Insurance, Series 63, Financial Planning
Education
Brigham Young University
University of New Orleans
Darrell Sorenson's Morgan Stanley Experience June 2008 - August 2008
Job Relationship Manager | Technology & Venture Capital Banking at City National Bank
Industry Banking
Experience
City National Bank June 2014 - Present
Comerica Bank December 2011 - June 2014
Comerica Bank July 2010 - December 2011
Morgan Stanley June 2008 - August 2008
IndustryPro April 2008 - June 2008
University Venture Fund October 2007 - April 2008
Clark Pest Control May 2005 - August 2007
The Church of Jesus Christ of Latter-day Saints April 2003 - April 2005
Skills
Commercial Lending, Property Management, Credit Analysis, Commercial Banking, Financial Modeling, Financial Analysis, Banking, Credit, Loans, Portfolio Management, Finance, Underwriting, Cash Flow Lending, Middle Market, Credit Risk, Business Acquisition..., Private Equity, Investments
Education
Brigham Young University
B.S., Business Management
RMA - FInancial Statement Analysis Course
City National Bank June 2014 - Present
Comerica Bank December 2011 - June 2014
Comerica Bank July 2010 - December 2011
Morgan Stanley June 2008 - August 2008
IndustryPro April 2008 - June 2008
University Venture Fund October 2007 - April 2008
Clark Pest Control May 2005 - August 2007
The Church of Jesus Christ of Latter-day Saints April 2003 - April 2005
Skills
Commercial Lending, Property Management, Credit Analysis, Commercial Banking, Financial Modeling, Financial Analysis, Banking, Credit, Loans, Portfolio Management, Finance, Underwriting, Cash Flow Lending, Middle Market, Credit Risk, Business Acquisition..., Private Equity, Investments
Education
Brigham Young University
B.S., Business Management
RMA - FInancial Statement Analysis Course
Thomas Christofferson's Morgan Stanley Experience April 1988 - October 1993
Job Strategic Account Executive at First Data Corporation
Industry Financial Services
Experience
First Data Corporation August 2015 - Present
J.P. Morgan March 1998 - March 2015
Barclays Global Investors October 1993 - March 1998
Morgan Stanley April 1988 - October 1993
Skills
Marketing and Brand..., Sales Management, Executive Team Coaching, Client Relationship..., Client..., Diversity Champion
Education
Brigham Young University
First Data Corporation August 2015 - Present
J.P. Morgan March 1998 - March 2015
Barclays Global Investors October 1993 - March 1998
Morgan Stanley April 1988 - October 1993
Skills
Marketing and Brand..., Sales Management, Executive Team Coaching, Client Relationship..., Client..., Diversity Champion
Education
Brigham Young University
Fred Vander Werff's Morgan Stanley Experience 2010 - 2010
Job Market Analyst/Product Developer at Market Harbinger Institute LLC
Industry Financial Services
Experience
Market Harbinger Institute LLC January 2014 - Present
PowerTraderEdge.com February 2012 - July 2015
Ancestry.com September 2010 - January 2012
Morgan Stanley 2010 - 2010
Utah Career College August 2008 - July 2009
Investment Tools & Training October 2007 - August 2008
MSI Capital Resources LLC March 2006 - June 2008
Whitney Education Group 2004 - 2006
Investools 2002 - 2004
PowerQuest 1997 - 2002
Skills
Training, Coaching, Instructional Design, Employee Training, Management, Team Building, Program Management, Microsoft Office, E-Learning, Captivate, Editing, Customer Service, Copywriting, Web Design, Training Delivery, Curriculum Design, Writing, Entrepreneurship, Team Leadership, Adobe Creative Suite, Public Speaking, Mentoring, Leadership Development, WebEx, Graphic Design, Strategy, Voice Over, Leadership, Product Management, Stock Market, Stock Trading, Options Strategies, Money Management, Financial Analysis, Financial Services
Education
University of Phoenix 2000 — 2005
Master's of Arts, Adult Education
Utah Valley State College 1990 — 1998
General Studies
Ricks College 1987 — 1988
General Studies, Music
Market Harbinger Institute LLC January 2014 - Present
PowerTraderEdge.com February 2012 - July 2015
Ancestry.com September 2010 - January 2012
Morgan Stanley 2010 - 2010
Utah Career College August 2008 - July 2009
Investment Tools & Training October 2007 - August 2008
MSI Capital Resources LLC March 2006 - June 2008
Whitney Education Group 2004 - 2006
Investools 2002 - 2004
PowerQuest 1997 - 2002
Skills
Training, Coaching, Instructional Design, Employee Training, Management, Team Building, Program Management, Microsoft Office, E-Learning, Captivate, Editing, Customer Service, Copywriting, Web Design, Training Delivery, Curriculum Design, Writing, Entrepreneurship, Team Leadership, Adobe Creative Suite, Public Speaking, Mentoring, Leadership Development, WebEx, Graphic Design, Strategy, Voice Over, Leadership, Product Management, Stock Market, Stock Trading, Options Strategies, Money Management, Financial Analysis, Financial Services
Education
University of Phoenix 2000 — 2005
Master's of Arts, Adult Education
Utah Valley State College 1990 — 1998
General Studies
Ricks College 1987 — 1988
General Studies, Music
Stewart Mouritsen's Morgan Stanley Experience July 1991 - January 2008
Job Banking Professional
Industry Banking
Experience
ChevronWest Credit Union April 2011 - Present
Liberty Bank 2008 - February 2011
Morgan Stanley July 1991 - January 2008
Skills
Regulatory Reporting, Financial Reporting, Accounting, Loans, Banking, Corporate Finance, Financial Analysis, Credit, Finance, Credit Analysis, Risk Management, Portfolio Management, Mergers & Acquisitions, Budgets, Investments, Management, Mortgage Lending, Executive Management, Cash Management, Training, Strategic Planning, Financial Modeling, Securities, Commercial Lending, Commercial Banking, Wealth Management, Small Business Lending, Loan Origination, Capital Markets, Insurance, Analysis
Education
Brigham Young University 1970 — 1977
BS, Administrative Management
ChevronWest Credit Union April 2011 - Present
Liberty Bank 2008 - February 2011
Morgan Stanley July 1991 - January 2008
Skills
Regulatory Reporting, Financial Reporting, Accounting, Loans, Banking, Corporate Finance, Financial Analysis, Credit, Finance, Credit Analysis, Risk Management, Portfolio Management, Mergers & Acquisitions, Budgets, Investments, Management, Mortgage Lending, Executive Management, Cash Management, Training, Strategic Planning, Financial Modeling, Securities, Commercial Lending, Commercial Banking, Wealth Management, Small Business Lending, Loan Origination, Capital Markets, Insurance, Analysis
Education
Brigham Young University 1970 — 1977
BS, Administrative Management
Daniela Josi's Morgan Stanley Experience July 2003 - March 2005
Job Health & Fitness Coach
Industry Health, Wellness and Fitness
Experience
Swiss Mountain Fitness January 2007 - Present
Morgan Stanley July 2003 - March 2005
ABN AMRO 2000 - 2005
Education
Brookdale Community College 2007 — 2007
Fitness, WITS Certified Personal Trainer
Brookdale Community College 2005 — 2006
Business, Entrepreneur Certificate
Business school, Aarau 1990 — 1993
Banking
American Nordic Walking Association
Fitness, Advanced Nordic Walking Instructor
American Nordic Walking Association
Fitness, Advanced Nordic Walking Instructor
Swiss Mountain Fitness January 2007 - Present
Morgan Stanley July 2003 - March 2005
ABN AMRO 2000 - 2005
Education
Brookdale Community College 2007 — 2007
Fitness, WITS Certified Personal Trainer
Brookdale Community College 2005 — 2006
Business, Entrepreneur Certificate
Business school, Aarau 1990 — 1993
Banking
American Nordic Walking Association
Fitness, Advanced Nordic Walking Instructor
American Nordic Walking Association
Fitness, Advanced Nordic Walking Instructor
Dawn Rosquist's Morgan Stanley Experience June 1994 - December 1996
Job Supervisory Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2012 - Present
Royal Bank of Scotland September 2011 - Present
Citadel Securities LLC September 2010 - August 2011
Royal Bank of Scotland April 2007 - September 2010
JP MORGAN SECURITIES January 2002 - March 2007
JPMorgan January 1999 - January 2002
JPMorgan December 1996 - January 1999
Morgan Stanley June 1994 - December 1996
Brigham Young University January 1990 - January 1994
Skills
Equity Research, Equities, Valuation, Securities, Editing, Fixed Income, Series 7
Education
NEW YORK INSTITUTE OF FINANCE 1995 — 1997
Brigham Young University 1991 — 1993
MA, Medieval Literature; Rhetoric
Brigham Young University 1985 — 1991
BA, English; German
Barclays Investment Bank May 2012 - Present
Royal Bank of Scotland September 2011 - Present
Citadel Securities LLC September 2010 - August 2011
Royal Bank of Scotland April 2007 - September 2010
JP MORGAN SECURITIES January 2002 - March 2007
JPMorgan January 1999 - January 2002
JPMorgan December 1996 - January 1999
Morgan Stanley June 1994 - December 1996
Brigham Young University January 1990 - January 1994
Skills
Equity Research, Equities, Valuation, Securities, Editing, Fixed Income, Series 7
Education
NEW YORK INSTITUTE OF FINANCE 1995 — 1997
Brigham Young University 1991 — 1993
MA, Medieval Literature; Rhetoric
Brigham Young University 1985 — 1991
BA, English; German
Sam Bai's Morgan Stanley Experience February 2004 - August 2005
Job CICC
Industry Financial Services
Experience
CICC December 2008 - Present
PartnerRe Asset Management June 2006 - November 2007
Lehman Brothers August 2005 - June 2006
Morgan Stanley February 2004 - August 2005
Ziff Brothers Investments June 2000 - February 2004
Skills
Quantitative Investing, Fixed Income, Options, Hedge Funds, Derivatives, Equity Research, Portfolio Management, Equities, Bloomberg, Quantitative Finance, Quantitative Analytics, Equity Derivatives
Education
The University of Chicago Booth School of Business 1995 — 2000
Phd, Econometrics
Brandeis University
MS, Mathematics
Peking University
BS, Mathematics
CICC December 2008 - Present
PartnerRe Asset Management June 2006 - November 2007
Lehman Brothers August 2005 - June 2006
Morgan Stanley February 2004 - August 2005
Ziff Brothers Investments June 2000 - February 2004
Skills
Quantitative Investing, Fixed Income, Options, Hedge Funds, Derivatives, Equity Research, Portfolio Management, Equities, Bloomberg, Quantitative Finance, Quantitative Analytics, Equity Derivatives
Education
The University of Chicago Booth School of Business 1995 — 2000
Phd, Econometrics
Brandeis University
MS, Mathematics
Peking University
BS, Mathematics
Hasanat (Hasan) Dewan's Morgan Stanley Experience 1994 - 2000
Job SVP Technology Development at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
Elaine Glick's Morgan Stanley Experience March 2008 - March 2012
Job Education Specialist IT&S Mountain Division
Industry Hospital & Health Care
Experience
HCA February 2015 - Present
Fidelity Investments April 2012 - Present
Morgan Stanley March 2008 - March 2012
Hewlett-Packard 2006 - February 2008
Skills
Instructional Design, Project Management, Software Documentation, Instructor-led Training, Leadership Development, Technical Writing, Needs Analysis, Training, E-Learning, Employee Training, Executive Coaching, Coaching, Leadership, Call Centers, Blended Learning, Organizational..., Performance Management, Program Management, Process Improvement, Staff Development, Team Building, Technical Documentation, Training Delivery, Visio, Adult Education, Customer Service
Education
University of Utah 1991 — 1999
Master of Arts (M.A.), Comparative Literature
Brigham Young University 1983 — 1989
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
HCA February 2015 - Present
Fidelity Investments April 2012 - Present
Morgan Stanley March 2008 - March 2012
Hewlett-Packard 2006 - February 2008
Skills
Instructional Design, Project Management, Software Documentation, Instructor-led Training, Leadership Development, Technical Writing, Needs Analysis, Training, E-Learning, Employee Training, Executive Coaching, Coaching, Leadership, Call Centers, Blended Learning, Organizational..., Performance Management, Program Management, Process Improvement, Staff Development, Team Building, Technical Documentation, Training Delivery, Visio, Adult Education, Customer Service
Education
University of Utah 1991 — 1999
Master of Arts (M.A.), Comparative Literature
Brigham Young University 1983 — 1989
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Paul Lehrman's Morgan Stanley Experience 2001 - 2006
Job Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch May 2011 - Present
Merrill Lynch February 2007 - May 2011
Morgan Stanley 2001 - 2006
Morgan Stanley 1987 - 1997
Education
Brandeis University 1983 — 1987
Bachelor of Science (B.S.), Economics
Merrill Lynch December 2012 - Present
Merrill Lynch May 2011 - Present
Merrill Lynch February 2007 - May 2011
Morgan Stanley 2001 - 2006
Morgan Stanley 1987 - 1997
Education
Brandeis University 1983 — 1987
Bachelor of Science (B.S.), Economics
Dan Litchfield's Morgan Stanley Experience March 2004 - May 2015
Job Vice President Regional Supervisor at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley March 2004 - May 2015
Skills
Series 66, Series 7, Series 9, Series 10, Series 3, Series 31, Uniform Combined State..., Series 63, Securities, Portfolio Management, Mutual Funds, FINRA, Equities, Risk Management, Financial Services, Management, Strategic Planning, Customer Service, Finance, Microsoft Office, Wealth Management, Asset Allocation, Investments, Financial Analysis
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1997 — 2003
Bachelor's degree, Economics
Wells Fargo Advisors May 2015 - Present
Morgan Stanley March 2004 - May 2015
Skills
Series 66, Series 7, Series 9, Series 10, Series 3, Series 31, Uniform Combined State..., Series 63, Securities, Portfolio Management, Mutual Funds, FINRA, Equities, Risk Management, Financial Services, Management, Strategic Planning, Customer Service, Finance, Microsoft Office, Wealth Management, Asset Allocation, Investments, Financial Analysis
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1997 — 2003
Bachelor's degree, Economics
Kevin Imlay's Morgan Stanley Experience 2009 - 2013
Job Director, Risk Management at CIT Bank
Industry Financial Services
Experience
CIT Bank 2013 - Present
Morgan Stanley 2009 - 2013
Merrill Lynch Bank USA 2004 - April 2009
Merrill Lynch Bank USA June 2001 - December 2003
Merrill Lynch Bank USA April 2000 - June 2001
First Security Bank August 1997 - April 2000
First Security Bank June 1987 - August 1997
Skills
Latin America, Credit, Credit Analysis, Loans, Management, Banking, Portfolio Management, Project Management, Leadership, New Business Development, Credit Risk, Small Business, CMBS, Financial Modeling, Commercial Lending, Asset Based Lending, Risk Management, Private Banking
Education
Brigham Young University 1972 — 1978
BS, Business Management - Finance
CIT Bank 2013 - Present
Morgan Stanley 2009 - 2013
Merrill Lynch Bank USA 2004 - April 2009
Merrill Lynch Bank USA June 2001 - December 2003
Merrill Lynch Bank USA April 2000 - June 2001
First Security Bank August 1997 - April 2000
First Security Bank June 1987 - August 1997
Skills
Latin America, Credit, Credit Analysis, Loans, Management, Banking, Portfolio Management, Project Management, Leadership, New Business Development, Credit Risk, Small Business, CMBS, Financial Modeling, Commercial Lending, Asset Based Lending, Risk Management, Private Banking
Education
Brigham Young University 1972 — 1978
BS, Business Management - Finance
Ryan Todd's Morgan Stanley Experience March 2009 - April 2011
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2011 - Present
Morgan Stanley March 2009 - April 2011
Deutsche Bank Securities September 2005 - March 2009
ExxonMobil 2002 - 2005
Merrill Lynch 2001 - 2001
Education
Brigham Young University 1995 — 2001
BS, Chemical Engineering
Deutsche Bank May 2011 - Present
Morgan Stanley March 2009 - April 2011
Deutsche Bank Securities September 2005 - March 2009
ExxonMobil 2002 - 2005
Merrill Lynch 2001 - 2001
Education
Brigham Young University 1995 — 2001
BS, Chemical Engineering
Debra Saunders's Morgan Stanley Experience March 2000 - May 2006
Job Sr. Instructional Designer
Industry Education Management
Experience
Xactware Solutions, a Verisk Analytics Company July 2012 - Present
GlobalBased Technologies, Inc May 2006 - February 2012
Morgan Stanley March 2000 - May 2006
AT&T Universal Card Services 1994 - 1998
Skills
Public Speaking, Content Development, Training Delivery, Instructional Design, E-Learning, Editing, Software Documentation, Microsoft Office, CSS, Management, Training, CRM, Curriculum Design, Adult Education, Leadership, Leadership Development, Coaching, Captivate, Employee Training, Organizational..., Team Building, Team Leadership, Web Development
Education
Brigham Young University
Westminster College
Xactware Solutions, a Verisk Analytics Company July 2012 - Present
GlobalBased Technologies, Inc May 2006 - February 2012
Morgan Stanley March 2000 - May 2006
AT&T Universal Card Services 1994 - 1998
Skills
Public Speaking, Content Development, Training Delivery, Instructional Design, E-Learning, Editing, Software Documentation, Microsoft Office, CSS, Management, Training, CRM, Curriculum Design, Adult Education, Leadership, Leadership Development, Coaching, Captivate, Employee Training, Organizational..., Team Building, Team Leadership, Web Development
Education
Brigham Young University
Westminster College
Ata J Chu-Shing's Morgan Stanley Experience November 2008 - November 2011
Job Financial Analyst, Retail Manager at Bluesky Samoa
Industry Financial Services
Experience
Bluesky Samoa December 2012 - July 2014
E*TRADE Financial November 2011 - September 2012
Morgan Stanley November 2008 - November 2011
Fidelity Investments January 2005 - November 2008
LDS Church July 2003 - July 2004
Skills
Investments, Securities, Retirement, Strategic Financial..., Finance, Wealth Management, Asset Allocation, Retirement Planning, 401k, Financial Planners, Accounting, Equities, Financial Services, Financial Modeling, Risk Management, Series 7, series 66, Leadership, Financial Planning, Management, Uniform Combined State...
Education
Westminster College 2005 — 2008
MBA, Accounting and Business/Management
Brigham Young University - Hawaii 1997 — 2001
B.S, Accounting
Bluesky Samoa December 2012 - July 2014
E*TRADE Financial November 2011 - September 2012
Morgan Stanley November 2008 - November 2011
Fidelity Investments January 2005 - November 2008
LDS Church July 2003 - July 2004
Skills
Investments, Securities, Retirement, Strategic Financial..., Finance, Wealth Management, Asset Allocation, Retirement Planning, 401k, Financial Planners, Accounting, Equities, Financial Services, Financial Modeling, Risk Management, Series 7, series 66, Leadership, Financial Planning, Management, Uniform Combined State...
Education
Westminster College 2005 — 2008
MBA, Accounting and Business/Management
Brigham Young University - Hawaii 1997 — 2001
B.S, Accounting
Jennifer Andersen's Morgan Stanley Experience May 2011 - June 2012
Job Financial Services Executive
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2012 - October 2013
Morgan Stanley May 2011 - June 2012
Merrill Lynch January 2008 - May 2011
Silver State Mortgage 2003 - 2006
Skills
Series 7, Private Banking, Wealth Management, Mortgage Lending, Life & Health Insurance..., Financial Advisory, Wealth Management..., Credit, Strategic Financial..., Relationship Management, Banking
Education
Brigham Young University 1989 — 1994
Wells Fargo Home Mortgage June 2012 - October 2013
Morgan Stanley May 2011 - June 2012
Merrill Lynch January 2008 - May 2011
Silver State Mortgage 2003 - 2006
Skills
Series 7, Private Banking, Wealth Management, Mortgage Lending, Life & Health Insurance..., Financial Advisory, Wealth Management..., Credit, Strategic Financial..., Relationship Management, Banking
Education
Brigham Young University 1989 — 1994
Matt Fjeldsted's Morgan Stanley Experience 1988 - 1990
Job Sr. Business/System Analyst PTP/Source Team
Industry Medical Devices
Experience
Medtronic July 2005 - Present
Medtronic June 2004 - June 2005
BD March 1998 - February 2004
BD December 1994 - March 1998
Morgan Stanley 1988 - 1990
Morgan Stanley 1986 - 1988
Skills
Process Improvement, Cross-functional Team..., SAP, ERP, Business Analysis, Global Operations, Business Intelligence, Leadership, Business Process..., Software Documentation, Visio, Team Leadership, Six Sigma, Project Management
Education
Brigham Young University 1990 — 1994
Master of Arts (MA), Language Acquisition, 3.90
Thunderbird School of Global Management 1984 — 1985
Master of Business Administration (MBA), International Business, 3.78
Brigham Young University 1977 — 1983
Bachelor's degree, Major: Accounting / Minors: Business & Korean, 3.71
Medtronic July 2005 - Present
Medtronic June 2004 - June 2005
BD March 1998 - February 2004
BD December 1994 - March 1998
Morgan Stanley 1988 - 1990
Morgan Stanley 1986 - 1988
Skills
Process Improvement, Cross-functional Team..., SAP, ERP, Business Analysis, Global Operations, Business Intelligence, Leadership, Business Process..., Software Documentation, Visio, Team Leadership, Six Sigma, Project Management
Education
Brigham Young University 1990 — 1994
Master of Arts (MA), Language Acquisition, 3.90
Thunderbird School of Global Management 1984 — 1985
Master of Business Administration (MBA), International Business, 3.78
Brigham Young University 1977 — 1983
Bachelor's degree, Major: Accounting / Minors: Business & Korean, 3.71
Ronald Wilhelm's Morgan Stanley Experience March 1998 - May 2003
Job Senior Legal, Compliance and Regulatory Executive
Industry Financial Services
Experience
Independent Consultant to Legal, Compliance and Regulatory Teams April 2014 - Present
Citi May 2012 - March 2014
Matchpoint Investment Management December 2010 - February 2012
Barclays Capital December 2009 - June 2010
Wilhelm Consulting Services January 2009 - December 2009
Paradigm Global Advisors December 2005 - December 2008
Vastardis Capital June 2003 - August 2005
Morgan Stanley March 1998 - May 2003
Parker Chapin Flattau & Klimpl January 1995 - February 1998
Jones Day April 1986 - December 1994
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Management, Derivatives, Asset Management, Fund Of Funds, Securities, Valuation, Equity Research, Bloomberg, Private Equity, Financial Markets, Commodity, Trading, Investment Banking, Mutual Funds, Emerging Markets, Risk Management, Financial Services, Hedging, Asset Allocation, Investment Strategies, Equity Derivatives, Investment Management, Due Diligence, FX Options, Mergers, Investment Advisory, Start-ups, Finance, Credit Derivatives, Corporate Finance, Corporate Governance, Market Risk, Executive Management, Business Development, Anti Money Laundering, Banking, Portfolio Management, Financial Risk, Financial Analysis, Operational Risk, Structured Finance, Strategy, KYC, Structured Products
Education
Brigham Young University 1976 — 1986
JD, MA, BA, French, International Relations, Law
Brigham Young University 1976 — 1986
Bachelor of Arts (B.A.), French Studies and International Relations
Independent Consultant to Legal, Compliance and Regulatory Teams April 2014 - Present
Citi May 2012 - March 2014
Matchpoint Investment Management December 2010 - February 2012
Barclays Capital December 2009 - June 2010
Wilhelm Consulting Services January 2009 - December 2009
Paradigm Global Advisors December 2005 - December 2008
Vastardis Capital June 2003 - August 2005
Morgan Stanley March 1998 - May 2003
Parker Chapin Flattau & Klimpl January 1995 - February 1998
Jones Day April 1986 - December 1994
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Management, Derivatives, Asset Management, Fund Of Funds, Securities, Valuation, Equity Research, Bloomberg, Private Equity, Financial Markets, Commodity, Trading, Investment Banking, Mutual Funds, Emerging Markets, Risk Management, Financial Services, Hedging, Asset Allocation, Investment Strategies, Equity Derivatives, Investment Management, Due Diligence, FX Options, Mergers, Investment Advisory, Start-ups, Finance, Credit Derivatives, Corporate Finance, Corporate Governance, Market Risk, Executive Management, Business Development, Anti Money Laundering, Banking, Portfolio Management, Financial Risk, Financial Analysis, Operational Risk, Structured Finance, Strategy, KYC, Structured Products
Education
Brigham Young University 1976 — 1986
JD, MA, BA, French, International Relations, Law
Brigham Young University 1976 — 1986
Bachelor of Arts (B.A.), French Studies and International Relations
Jean-Louis Cenat's Morgan Stanley Experience November 2013 - May 2014
Job Leasing Avisor at VFI Corporate Finance
Industry Investment Management
Experience
VFI Corporate Finance June 2014 - Present
Morgan Stanley November 2013 - May 2014
United Security Financial April 2013 - November 2013
Morgan Stanley Wealth Management April 2010 - April 2012
State Street July 2007 - February 2010
ModusLink July 2006 - July 2007
Wells Fargo May 2005 - June 2006
Les Moulins D'Haiti 2000 - 2001
Skills
Forecasting, Business Strategy, Corporate Finance, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Accounting, Financial Reporting, Customer Service, SEC filings, VBA, Strategic Planning, Microsoft Office, Microsoft Excel, Internal Controls, PowerPoint, Financial Accounting, Risk Management, Analysis, Managerial Finance, Valuation, Management, Investments, Portfolio Management, Leadership, Public Speaking, Bloomberg
Education
Brigham Young University 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Brigham Young University 2003 — 2007
BS, Corporate Finance
VFI Corporate Finance June 2014 - Present
Morgan Stanley November 2013 - May 2014
United Security Financial April 2013 - November 2013
Morgan Stanley Wealth Management April 2010 - April 2012
State Street July 2007 - February 2010
ModusLink July 2006 - July 2007
Wells Fargo May 2005 - June 2006
Les Moulins D'Haiti 2000 - 2001
Skills
Forecasting, Business Strategy, Corporate Finance, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Accounting, Financial Reporting, Customer Service, SEC filings, VBA, Strategic Planning, Microsoft Office, Microsoft Excel, Internal Controls, PowerPoint, Financial Accounting, Risk Management, Analysis, Managerial Finance, Valuation, Management, Investments, Portfolio Management, Leadership, Public Speaking, Bloomberg
Education
Brigham Young University 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Brigham Young University 2003 — 2007
BS, Corporate Finance
Masaki Marky Kurihara's Morgan Stanley Experience
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley
Education
Kew Forest 1982 — 1986
Brandeis University
BA, Economics
Hoshuko, New York
Japanese
Morgan Stanley
Education
Kew Forest 1982 — 1986
Brandeis University
BA, Economics
Hoshuko, New York
Japanese
Benjamin Stratton's Morgan Stanley Experience July 2010 - June 2014
Job Project Finance Senior Business Manager at NextEra Energy Partners, LP
Industry Oil & Energy
Experience
NextEra Energy Partners, LP March 2015 - Present
NextEra Energy Resources July 2014 - March 2015
Morgan Stanley July 2010 - June 2014
Task Force for Business & Stability Operations - Iraq (Office of the Secretary of Defense) May 2009 - August 2009
Space and Naval Warfare Systems Center (SPAWAR) January 2003 - July 2008
Skills
Strategy, Business Strategy, Requirements Analysis, Valuation, DoD, Systems Engineering, Investment Banking, Project Finance, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Economic Development
Brigham Young University
Bachelor of Science (BS), Mechanical Engineering
NextEra Energy Partners, LP March 2015 - Present
NextEra Energy Resources July 2014 - March 2015
Morgan Stanley July 2010 - June 2014
Task Force for Business & Stability Operations - Iraq (Office of the Secretary of Defense) May 2009 - August 2009
Space and Naval Warfare Systems Center (SPAWAR) January 2003 - July 2008
Skills
Strategy, Business Strategy, Requirements Analysis, Valuation, DoD, Systems Engineering, Investment Banking, Project Finance, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Economic Development
Brigham Young University
Bachelor of Science (BS), Mechanical Engineering
John A. De La Cruz's Morgan Stanley Experience December 2000 - March 2003
Job Management & Finance Professional
Industry Venture Capital & Private Equity
Experience
Deseret Soap June 2003 - January 2008
Vista Capital March 2003 - August 2007
Morgan Stanley December 2000 - March 2003
Brigham Young University January 1995 - May 1998
Education
Brigham Young University 1994 — 2000
BA, Spanish / Business
Deseret Soap June 2003 - January 2008
Vista Capital March 2003 - August 2007
Morgan Stanley December 2000 - March 2003
Brigham Young University January 1995 - May 1998
Education
Brigham Young University 1994 — 2000
BA, Spanish / Business
Blaine Anderson's Morgan Stanley Experience April 2009 - Present
Job Senior Vice PresidentPortfolio Management Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2009 - Present
UBS Wealth Management August 2006 - April 2009
US Bank/Piper Jaffray September 1999 - August 2006
Skills
Wealth Management, Finance, Strategy, Portfolio Management, Leadership, Asset Management
Education
Brigham Young University 1976 — 1983
Ba, Economics
Hillcrest High School, Salt Lake City, Utah 1973 — 1976
Portland State University, No Major
Morgan Stanley April 2009 - Present
UBS Wealth Management August 2006 - April 2009
US Bank/Piper Jaffray September 1999 - August 2006
Skills
Wealth Management, Finance, Strategy, Portfolio Management, Leadership, Asset Management
Education
Brigham Young University 1976 — 1983
Ba, Economics
Hillcrest High School, Salt Lake City, Utah 1973 — 1976
Portland State University, No Major
Rachael Hasler's Morgan Stanley Experience June 2005 - March 2010
Job Operations Manager at UBS
Industry Financial Services
Experience
UBS April 2010 - Present
Morgan Stanley June 2005 - March 2010
Merrill Lynch 1989 - 2005
Education
BYU-Idaho 1986 — 1987
Secondary Education
Grace High School 1983 — 1986
High School diploma
UBS April 2010 - Present
Morgan Stanley June 2005 - March 2010
Merrill Lynch 1989 - 2005
Education
BYU-Idaho 1986 — 1987
Secondary Education
Grace High School 1983 — 1986
High School diploma
Kevin Klundt's Morgan Stanley Experience December 1997 - July 2006
Job CEO at SIRS
Industry Financial Services
Experience
Securities Industry Records Services, LLC June 2007 - Present
Zions Bancorporation July 2006 - November 2008
Morgan Stanley December 1997 - July 2006
Fidelity Investments October 1993 - November 1997
Skills
Series 7, Series 24, Risk Management, Investments, Series 63, Mutual Funds, Securities, Portfolio Management
Education
Duquesne University
Master of Arts, Psychology
Brigham Young University
Bachelor of Science, Psychology
FINRA Institute at Wharton
Securities Industry Records Services, LLC June 2007 - Present
Zions Bancorporation July 2006 - November 2008
Morgan Stanley December 1997 - July 2006
Fidelity Investments October 1993 - November 1997
Skills
Series 7, Series 24, Risk Management, Investments, Series 63, Mutual Funds, Securities, Portfolio Management
Education
Duquesne University
Master of Arts, Psychology
Brigham Young University
Bachelor of Science, Psychology
FINRA Institute at Wharton
Gary Bricker's Morgan Stanley Experience February 1989 - May 1996
Job Senior Gas Scheduler at Noble Americas
Industry Oil & Energy
Experience
Noble Americas July 2014 - Present
National Grid December 2013 - July 2014
Starion Energy November 2012 - February 2013
Societe Generale September 2011 - May 2012
Sempra Energy Trading May 1996 - August 2011
Morgan Stanley February 1989 - May 1996
Drexel Burnham Lambert May 1986 - February 1989
Skills
Natural Gas, Trading, Pipelines, Transportation..., Transportation, Petroleum, Energy Markets, Energy, Contract Negotiation, Contract Management, Operations Management, LNG, Commodity, Energy Industry, Hedging, Gas, Risk Management, Commodity Markets, Trading Systems, Proprietary Trading, Middle Office, Asset Management, Electronic Trading
Education
Queens College 1982 — 1986
BA, Accounting
Brigham Young University
Brigham Young University
Noble Americas July 2014 - Present
National Grid December 2013 - July 2014
Starion Energy November 2012 - February 2013
Societe Generale September 2011 - May 2012
Sempra Energy Trading May 1996 - August 2011
Morgan Stanley February 1989 - May 1996
Drexel Burnham Lambert May 1986 - February 1989
Skills
Natural Gas, Trading, Pipelines, Transportation..., Transportation, Petroleum, Energy Markets, Energy, Contract Negotiation, Contract Management, Operations Management, LNG, Commodity, Energy Industry, Hedging, Gas, Risk Management, Commodity Markets, Trading Systems, Proprietary Trading, Middle Office, Asset Management, Electronic Trading
Education
Queens College 1982 — 1986
BA, Accounting
Brigham Young University
Brigham Young University
Holly Crockett's Morgan Stanley Experience November 2010 - January 2015
Job Assistant Branch Manager at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Seth Nelson, CPA's Morgan Stanley Experience November 2007 - June 2008
Job Senior Auditor at Tanner LLC
Industry Accounting
Experience
Tanner LLC October 2014 - Present
CBIZ MHM, LLC January 2014 - October 2014
Larson & Company September 2013 - December 2013
Pickard and Green CPA's January 2011 - September 2013
CyberSource June 2008 - 2009
Morgan Stanley November 2007 - June 2008
Skills
Accounting, Auditing, Financial Modeling, Customer Service, SEC Financial Reporting, Audits of Employee..., Compilation, Finance, GAAP, Spanish, Account Reconciliation, Assurance, Microsoft Office, Options, Warrants, CPA, US GAAP, Internal Controls, Financial Statements
Education
Brigham Young University 2008 — 2010
Bachelor of Science, Accounting
DeVry University Phoenix 2004 — 2005
Bachelor of Science (B.S.), Accounting
Tanner LLC October 2014 - Present
CBIZ MHM, LLC January 2014 - October 2014
Larson & Company September 2013 - December 2013
Pickard and Green CPA's January 2011 - September 2013
CyberSource June 2008 - 2009
Morgan Stanley November 2007 - June 2008
Skills
Accounting, Auditing, Financial Modeling, Customer Service, SEC Financial Reporting, Audits of Employee..., Compilation, Finance, GAAP, Spanish, Account Reconciliation, Assurance, Microsoft Office, Options, Warrants, CPA, US GAAP, Internal Controls, Financial Statements
Education
Brigham Young University 2008 — 2010
Bachelor of Science, Accounting
DeVry University Phoenix 2004 — 2005
Bachelor of Science (B.S.), Accounting
Jared Moss, CLTC's Morgan Stanley Experience November 2012 - November 2013
Job Territory Sales Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2015 - Present
Fidelity Investments February 2015 - April 2015
Farm Bureau Financial Services November 2013 - February 2015
Morgan Stanley November 2012 - November 2013
Crump Life Insurance Services August 2007 - November 2012
Fidelity Investments October 2005 - August 2007
Skills
Life Insurance, Retirement, Retirement Planning, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Investments, Series 7, Wealth Management, Mutual Funds, Estate Planning, IRAs, Wealth Accumulation, Business Planning, Asset Allocation, Universal Life, Whole Life, Variable Annuities, Personal Financial..., Retirement Savings, Retirement Solutions, Equity Indexed Annuities, Sales Leadership..., Recruiting, Long-term Care, Financial Services, Financial Planning, Sales, Series 63, Series 6
Education
College for Financial Planning
Brigham Young University
Bachelor of Arts (B.A.), History
Nationwide Financial April 2015 - Present
Fidelity Investments February 2015 - April 2015
Farm Bureau Financial Services November 2013 - February 2015
Morgan Stanley November 2012 - November 2013
Crump Life Insurance Services August 2007 - November 2012
Fidelity Investments October 2005 - August 2007
Skills
Life Insurance, Retirement, Retirement Planning, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Investments, Series 7, Wealth Management, Mutual Funds, Estate Planning, IRAs, Wealth Accumulation, Business Planning, Asset Allocation, Universal Life, Whole Life, Variable Annuities, Personal Financial..., Retirement Savings, Retirement Solutions, Equity Indexed Annuities, Sales Leadership..., Recruiting, Long-term Care, Financial Services, Financial Planning, Sales, Series 63, Series 6
Education
College for Financial Planning
Brigham Young University
Bachelor of Arts (B.A.), History
Cameron Pratt's Morgan Stanley Experience July 1999 - July 2001
Job Chief Executive Officer at FoulgerPratt Companies
Industry Real Estate
Experience
Foulger-Pratt Companies May 2014 - Present
Foulger-Pratt Development September 2009 - May 2014
Foulger-Pratt Development September 2004 - September 2009
Clark Realty Capital June 2003 - September 2004
Morgan Stanley July 1999 - July 2001
Skills
Construction Management, Strategic Planning, Real Estate Development, Construction, Contract Negotiation, Real Estate Economics, Zoning, Value Engineering, Management, Due Diligence, Mixed-use, Real Estate, Real Estate Transactions, Entitlements, Disposition, Leadership, Pre-construction, LEED
Education
Harvard Business School 2001 — 2003
MBA
Brigham Young University 1993 — 1999
BS, Civil Engineering
Foulger-Pratt Companies May 2014 - Present
Foulger-Pratt Development September 2009 - May 2014
Foulger-Pratt Development September 2004 - September 2009
Clark Realty Capital June 2003 - September 2004
Morgan Stanley July 1999 - July 2001
Skills
Construction Management, Strategic Planning, Real Estate Development, Construction, Contract Negotiation, Real Estate Economics, Zoning, Value Engineering, Management, Due Diligence, Mixed-use, Real Estate, Real Estate Transactions, Entitlements, Disposition, Leadership, Pre-construction, LEED
Education
Harvard Business School 2001 — 2003
MBA
Brigham Young University 1993 — 1999
BS, Civil Engineering
William Irvine's Morgan Stanley Experience January 2009 - August 2011
Job Associate Attorney at Saxena White, P.A.
Industry Law Practice
Experience
Saxena White, P.A. February 2015 - Present
The Law Office of Steven Reed Cohen, P.A. June 2013 - February 2015
Morgan Stanley January 2009 - August 2011
Prince Perelson & Associates January 2008 - November 2008
Aicon Financial Group, LLC January 2007 - November 2007
Global Financial Advisors, LP January 2006 - April 2007
United States Marine Corps December 1997 - January 2006
Skills
Pleadings, Securities Regulation, Preparation of Wills, Divorce Law, Foreclosure Defense, Foreclosures, Personal Bankruptcy, Small Claims, Arbitration, Family Mediation, Immigration Law, Portfolio Management, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Mortgage, Compliance, Loans, Excel, Microsoft Office, Financial Risk, Real Estate, Marketing, Finance, Microsoft Excel, Trading, Mortgage Lending, Hedge Funds, New Business Development, Derivatives, Securities, Risk Management, Legal Writing, Legal Research, Public Speaking, Management, Civil Litigation, Negotiation
Education
University of Miami 2011 — 2014
Juris Doctor, Business and Tax
Brigham Young University 2004 — 2007
Bachelors of Science, Business Management; Corporate Finance
Saxena White, P.A. February 2015 - Present
The Law Office of Steven Reed Cohen, P.A. June 2013 - February 2015
Morgan Stanley January 2009 - August 2011
Prince Perelson & Associates January 2008 - November 2008
Aicon Financial Group, LLC January 2007 - November 2007
Global Financial Advisors, LP January 2006 - April 2007
United States Marine Corps December 1997 - January 2006
Skills
Pleadings, Securities Regulation, Preparation of Wills, Divorce Law, Foreclosure Defense, Foreclosures, Personal Bankruptcy, Small Claims, Arbitration, Family Mediation, Immigration Law, Portfolio Management, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Mortgage, Compliance, Loans, Excel, Microsoft Office, Financial Risk, Real Estate, Marketing, Finance, Microsoft Excel, Trading, Mortgage Lending, Hedge Funds, New Business Development, Derivatives, Securities, Risk Management, Legal Writing, Legal Research, Public Speaking, Management, Civil Litigation, Negotiation
Education
University of Miami 2011 — 2014
Juris Doctor, Business and Tax
Brigham Young University 2004 — 2007
Bachelors of Science, Business Management; Corporate Finance
Kersing Huang's Morgan Stanley Experience June 2008 - August 2008
Job Senior Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2011 - July 2014
BAE Systems July 2009 - June 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
JavaScript, AJAX, DOM, SQL, PL/SQL, MySQL, PostgreSQL, Java, jQuery, JSON, ExtJS, PHP, C, C#, Oracle, Tomcat, Apache, Hadoop, .NET
Education
Brandeis University 2013 — 2016
Master of Arts (M.A.), Computer Science
Cornell University 2005 — 2009
B.S., Computer Science
Fidelity Investments July 2014 - Present
Fidelity Investments June 2011 - July 2014
BAE Systems July 2009 - June 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
JavaScript, AJAX, DOM, SQL, PL/SQL, MySQL, PostgreSQL, Java, jQuery, JSON, ExtJS, PHP, C, C#, Oracle, Tomcat, Apache, Hadoop, .NET
Education
Brandeis University 2013 — 2016
Master of Arts (M.A.), Computer Science
Cornell University 2005 — 2009
B.S., Computer Science
Emily Ricks's Morgan Stanley Experience April 2011 - January 2012
Job Administrative Assistant at United Therapeutics
Industry Research
Experience
United Therapeutics February 2013 - Present
Seamless February 2012 - July 2012
Morgan Stanley April 2011 - January 2012
ITT-Technical Institute December 2010 - April 2011
First Choice Home Health and Hospice January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Onboarding, Research, Job Analysis, Event Planning
Education
Brigham Young University 2007 — 2010
Bachelor of Science (B.S.), Psychology, 3.6
Brigham Young University - Idaho 2005 — 2007
United Therapeutics February 2013 - Present
Seamless February 2012 - July 2012
Morgan Stanley April 2011 - January 2012
ITT-Technical Institute December 2010 - April 2011
First Choice Home Health and Hospice January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Onboarding, Research, Job Analysis, Event Planning
Education
Brigham Young University 2007 — 2010
Bachelor of Science (B.S.), Psychology, 3.6
Brigham Young University - Idaho 2005 — 2007
Crystal Marx's Morgan Stanley Experience May 1999 - October 2001
Job Loan Originator at Affinity Mortgage Inc.
Industry Financial Services
Experience
Affinity Mortgage Inc. October 2013 - Present
AllRegs March 2011 - March 2014
All Frills Aprons March 2008 - September 2013
Morgan Stanley May 1999 - October 2001
Skills
Strategic Planning, Microsoft Excel, Teaching, Microsoft Word, Outlook, New Business Development, Public Speaking, Coaching, Microsoft Office, Negotiation, Sales, Team Building, Budgets, Customer Service, Leadership
Education
Brigham Young University 1993 — 1999
BS, Mathematics
Agua Fria High School 1989 — 1993
Affinity Mortgage Inc. October 2013 - Present
AllRegs March 2011 - March 2014
All Frills Aprons March 2008 - September 2013
Morgan Stanley May 1999 - October 2001
Skills
Strategic Planning, Microsoft Excel, Teaching, Microsoft Word, Outlook, New Business Development, Public Speaking, Coaching, Microsoft Office, Negotiation, Sales, Team Building, Budgets, Customer Service, Leadership
Education
Brigham Young University 1993 — 1999
BS, Mathematics
Agua Fria High School 1989 — 1993
Matthew Tashjian's Morgan Stanley Experience June 2010 - August 2010
Job Senior Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs September 2013 - Present
Deloitte July 2012 - October 2013
Deloitte June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Nu Skin Enterprises May 2009 - August 2009
Wells Fargo May 2008 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Project Management, Strategic Planning, Leadership, Research, PowerPoint, Microsoft Word, Entrepreneurship, Wellness
Education
Brigham Young University - Marriott School of Management 2008 — 2012
Master's Degree, Accounting
Flintridge Preparatory School
High School
Goldman Sachs September 2013 - Present
Deloitte July 2012 - October 2013
Deloitte June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Nu Skin Enterprises May 2009 - August 2009
Wells Fargo May 2008 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Project Management, Strategic Planning, Leadership, Research, PowerPoint, Microsoft Word, Entrepreneurship, Wellness
Education
Brigham Young University - Marriott School of Management 2008 — 2012
Master's Degree, Accounting
Flintridge Preparatory School
High School
Lynn Waterbury, AAMS®'s Morgan Stanley Experience December 2014 - February 2015
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Morgan Stanley December 2014 - February 2015
Morgan Stanley August 2012 - December 2014
Chemung Canal Trust Company 2011 - 2012
Charles Schwab 2009 - 2011
Charles Schwab 2006 - 2009
Boe Seed Farms 1996 - 2005
Education
Briar Cliff University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration
Morgan Stanley December 2014 - February 2015
Morgan Stanley August 2012 - December 2014
Chemung Canal Trust Company 2011 - 2012
Charles Schwab 2009 - 2011
Charles Schwab 2006 - 2009
Boe Seed Farms 1996 - 2005
Education
Briar Cliff University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration
Keith Rivera, CIMA's Morgan Stanley Experience January 1995 - December 2005
Job Senior Vice President Investments, Institutional Consultant, Senior. Portfolio Manager
Industry Financial Services
Experience
UBS Financial Services, Inc 2005 - Present
Morgan Stanley January 1995 - December 2005
Morgan Stanley 1984 - 1995
Education
Wharton School of Business
Certified Investment Management Analyst (CIMA)
Brigham Young University 1970 — 1974
Business, Management, Marketing, and Related Support Services
UBS Financial Services, Inc 2005 - Present
Morgan Stanley January 1995 - December 2005
Morgan Stanley 1984 - 1995
Education
Wharton School of Business
Certified Investment Management Analyst (CIMA)
Brigham Young University 1970 — 1974
Business, Management, Marketing, and Related Support Services
Sean Sedacca's Morgan Stanley Experience February 2003 - September 2004
Job International Finance
Industry International Trade and Development
Experience
GPone.com January 2011 - September 2013
IDLO June 2009 - January 2011
PwC March 2007 - April 2009
4004 Inc. September 2004 - February 2007
Morgan Stanley February 2003 - September 2004
Skills
Fluent in Italian, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Outlook, Lotus Notes, Navision, PHStat, Minitab, Budgets, Social Media Marketing
Education
St. John's University 2001 — 2003
Master of Business Administration (MBA), International Finance
Brandeis University 1996 — 2000
Bachelor's degree, Politics
GPone.com January 2011 - September 2013
IDLO June 2009 - January 2011
PwC March 2007 - April 2009
4004 Inc. September 2004 - February 2007
Morgan Stanley February 2003 - September 2004
Skills
Fluent in Italian, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Outlook, Lotus Notes, Navision, PHStat, Minitab, Budgets, Social Media Marketing
Education
St. John's University 2001 — 2003
Master of Business Administration (MBA), International Finance
Brandeis University 1996 — 2000
Bachelor's degree, Politics
Jed Lee's Morgan Stanley Experience February 2015 - May 2015
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - May 2015
Nuskin January 2012 - January 2015
American Red Cross July 2010 - April 2011
Brigham Young University Hawaii January 2010 - April 2011
Discover GPS October 2009 - December 2009
Tiltproof June 2007 - November 2008
Pier Programming December 2006 - June 2007
Electronic Arts 2002 - 2003
Singapore Armed Forces August 1999 - February 2002
Education
Brigham Young University - Hawaii 2010 — 2012
Finance, Investment, Marketing, Japanese
Morgan Stanley February 2015 - May 2015
Nuskin January 2012 - January 2015
American Red Cross July 2010 - April 2011
Brigham Young University Hawaii January 2010 - April 2011
Discover GPS October 2009 - December 2009
Tiltproof June 2007 - November 2008
Pier Programming December 2006 - June 2007
Electronic Arts 2002 - 2003
Singapore Armed Forces August 1999 - February 2002
Education
Brigham Young University - Hawaii 2010 — 2012
Finance, Investment, Marketing, Japanese
Brooke-Lynn Cottam's Morgan Stanley Experience May 2007 - August 2007
Job Administrative Assistant at CAA
Industry Insurance
Experience
Combined Agents of America July 2014 - Present
Whole Foods Market April 2012 - July 2014
Clifton Gunderson LLP June 2009 - November 2011
Kozak & Associates September 2007 - July 2008
Morgan Stanley May 2007 - August 2007
Wachovia Securities June 2006 - August 2006
Skills
Excellent..., Organized/Focused, Quick Learner, Self-Starter, Detail Oriented, Multi-Tasker, Excellent Analytical..., Microsoft Office, Problem Solving, Data Analysis, Team Building, Self-starter
Education
Brigham Young University - Idaho 2004 — 2007
Bachelors, Business Management
Southern Virginia University 2003 — 2004
Business Management Courses
Combined Agents of America July 2014 - Present
Whole Foods Market April 2012 - July 2014
Clifton Gunderson LLP June 2009 - November 2011
Kozak & Associates September 2007 - July 2008
Morgan Stanley May 2007 - August 2007
Wachovia Securities June 2006 - August 2006
Skills
Excellent..., Organized/Focused, Quick Learner, Self-Starter, Detail Oriented, Multi-Tasker, Excellent Analytical..., Microsoft Office, Problem Solving, Data Analysis, Team Building, Self-starter
Education
Brigham Young University - Idaho 2004 — 2007
Bachelors, Business Management
Southern Virginia University 2003 — 2004
Business Management Courses
Julian Stippig's Morgan Stanley Experience September 2010 - May 2011
Job Investment Banker specializing on Financial Technology
Industry Investment Banking
Experience
Citi June 2012 - Present
London Stock Exchange September 2011 - May 2012
Morgan Stanley September 2010 - May 2011
Deutsche Bank September 2009 - April 2010
Deutsche Bank September 2007 - September 2009
Deutsche Bank July 2005 - September 2007
Skills
Valuation, Strategic...
Education
Brandeis University 2003 — 2005
Master of Arts (M.A.), International Economics & Finance
University of Exeter 2000 — 2003
Bachelor's Degree, Economics & Finance
Schule Schloss Salem 1998 — 2000
German Abitur
Citi June 2012 - Present
London Stock Exchange September 2011 - May 2012
Morgan Stanley September 2010 - May 2011
Deutsche Bank September 2009 - April 2010
Deutsche Bank September 2007 - September 2009
Deutsche Bank July 2005 - September 2007
Skills
Valuation, Strategic...
Education
Brandeis University 2003 — 2005
Master of Arts (M.A.), International Economics & Finance
University of Exeter 2000 — 2003
Bachelor's Degree, Economics & Finance
Schule Schloss Salem 1998 — 2000
German Abitur
Paola Crane's Morgan Stanley Experience September 2014 - Present
Job BYUIdaho student | Graduated in Business Management and Finance | Active Assets accounts client support
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Melaleuca February 2012 - July 2014
Maurices August 2010 - June 2012
Ernesto Zavaleta MD PA December 2009 - April 2010
Polo Ralph Lauren 2008 - 2009
Skills
Visual Merchandising, Merchandising, Fashion, Customer Service, Microsoft Excel, Microsoft Office, Team Leadership, Public Speaking, Management, Inventory Management, Retail, Cashiering, Loss Prevention, Team Building, Leadership, Event Management, Microsoft Word, PowerPoint, Time Management, Sales, Social Networking
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Morgan Stanley September 2014 - Present
Melaleuca February 2012 - July 2014
Maurices August 2010 - June 2012
Ernesto Zavaleta MD PA December 2009 - April 2010
Polo Ralph Lauren 2008 - 2009
Skills
Visual Merchandising, Merchandising, Fashion, Customer Service, Microsoft Excel, Microsoft Office, Team Leadership, Public Speaking, Management, Inventory Management, Retail, Cashiering, Loss Prevention, Team Building, Leadership, Event Management, Microsoft Word, PowerPoint, Time Management, Sales, Social Networking
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Franci Doroska's Morgan Stanley Experience July 2006 - June 2009
Job Finance Manager
Industry Financial Services
Experience
Manufacturing Business 2013 - Present
Confidential April 2012 - 2013
BlueWater Communications Group May 2009 - March 2012
Morgan Stanley July 2006 - June 2009
North Fork Bank 1998 - 2006
Skills
Customer Service, Accounts Receivable, Microsoft Excel, Finance, Microsoft Office, Sales, Account Reconciliation, Credit, Payroll, Outlook
Education
Briarcliffe College 1995 — 1997
Paralegal-Office Technologies, 3.35
Manufacturing Business 2013 - Present
Confidential April 2012 - 2013
BlueWater Communications Group May 2009 - March 2012
Morgan Stanley July 2006 - June 2009
North Fork Bank 1998 - 2006
Skills
Customer Service, Accounts Receivable, Microsoft Excel, Finance, Microsoft Office, Sales, Account Reconciliation, Credit, Payroll, Outlook
Education
Briarcliffe College 1995 — 1997
Paralegal-Office Technologies, 3.35
Orly Fisch's Morgan Stanley Experience January 2002 - June 2002
Job Vice President Senior Credit Officer at City National Bank
Industry Education Management
Experience
City National Bank August 2012 - Present
Harkham Hillel Hebrew Academy August 2011 - August 2012
Bank Leumi USA August 2002 - August 2011
Morgan Stanley January 2002 - June 2002
Skills
Credit Analysis, Credit, Financial Analysis, Credit Risk, Corporate Finance, Banking, Risk Management, Loans, Commercial Banking, Commercial Lending, Asset Based Lending
Education
Brandeis University 1998 — 2001
Bachelor of Arts, Economics
City National Bank August 2012 - Present
Harkham Hillel Hebrew Academy August 2011 - August 2012
Bank Leumi USA August 2002 - August 2011
Morgan Stanley January 2002 - June 2002
Skills
Credit Analysis, Credit, Financial Analysis, Credit Risk, Corporate Finance, Banking, Risk Management, Loans, Commercial Banking, Commercial Lending, Asset Based Lending
Education
Brandeis University 1998 — 2001
Bachelor of Arts, Economics
Rachel Reddoch's Morgan Stanley Experience March 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
LearningMate December 2014 - Present
Royal Bank of Scotland June 2012 - January 2015
Goldman Sachs May 2011 - June 2012
Goldman Sachs June 2010 - August 2010
BYUIntroduction to Chemical Engineering August 2009 - December 2009
BYUGeneral College January 2009 - April 2009
Skills
Risk Management, VBA
Education
Western Governors University 2013 — 2016
Master of Education (M.Ed.), Instructional Design
Brigham Young University 2007 — 2011
BS, Engineering
Morgan Stanley March 2015 - Present
LearningMate December 2014 - Present
Royal Bank of Scotland June 2012 - January 2015
Goldman Sachs May 2011 - June 2012
Goldman Sachs June 2010 - August 2010
BYUIntroduction to Chemical Engineering August 2009 - December 2009
BYUGeneral College January 2009 - April 2009
Skills
Risk Management, VBA
Education
Western Governors University 2013 — 2016
Master of Education (M.Ed.), Instructional Design
Brigham Young University 2007 — 2011
BS, Engineering
Ira Cohen's Morgan Stanley Experience Managing DirectorGoldman SachsJanuary 1998 - July 2008
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Managing DirectorGoldman SachsJanuary 1998 - July 2008
Education
Brandeis University
Bachelor's degree, Economics and Politics
Morgan Stanley Managing DirectorGoldman SachsJanuary 1998 - July 2008
Education
Brandeis University
Bachelor's degree, Economics and Politics
Lisa Keay's Morgan Stanley Experience June 2013 - Present
Job Site Admin Manager Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Brigham Young University - Idaho 2000 — 2003
Bachelor of Science (BS), Business Finance
Jefferson High School
Morgan Stanley June 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Brigham Young University - Idaho 2000 — 2003
Bachelor of Science (BS), Business Finance
Jefferson High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS