Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Gergely Lipi Gergely Lipi's Morgan Stanley Experience January 2013 - Present
Job Finance Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2010 - December 2012
Skills
Business Objects, Hyperion HFM, Omega, VBA, Microsoft Office, Teamwork, Change Management, Business Process..., Process Control, P&L Reporting
Education
Technical University of Budapest 2005 — 2010
MA in Business Administration, Controlling
ACCA
Professional Accountant - planned completion: 2016
Morgan Stanley January 2013 - Present
Morgan Stanley August 2010 - December 2012
Skills
Business Objects, Hyperion HFM, Omega, VBA, Microsoft Office, Teamwork, Change Management, Business Process..., Process Control, P&L Reporting
Education
Technical University of Budapest 2005 — 2010
MA in Business Administration, Controlling
ACCA
Professional Accountant - planned completion: 2016
Feryal Ferdowsi Feryal Ferdowsi's Morgan Stanley Experience October 2013 - May 2015
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Stealth Mode Startup Company May 2015 - Present
Morgan Stanley October 2013 - May 2015
Vitrine September 2012 - October 2013
Vince November 2011 - July 2012
Tory Burch May 2011 - November 2011
lululemon athletica April 2010 - December 2010
Martin + Osa January 2010 - May 2010
YMCA Victoria September 2002 - May 2009
Skills
Team Building, Management, Sales Management, Marketing, Event Management, Social Media, Event Planning, Retail, Social Media Marketing, Research, Entrepreneurship, Nonprofits, Leadership, Fashion, Public Speaking, Business Development, Market Research, Strategic Planning, Recruiting, Business Strategy, Sales Operations, Time Management, Wealth Management, Merchandising, Financial Accounting, Modeling Portfolios, Operation Optimization, Financial Mgmt, Organizational Culture, Inventory Management, Strategic Financial..., Financial Analysis, Program Management, Leadership Development, Series 7, Series 66
Education
Stanford University 2014 — 2015
Continuing Studies, Entrepreneurship/Entrepreneurial Studies
Santa Clara University 2012 — 2014
Master of Business Administration (MBA)
Academy of Art University 2010 — 2011
MFA
University of Victoria 2004 — 2009
BA, Social Science, Honors with Distinction
Stealth Mode Startup Company May 2015 - Present
Morgan Stanley October 2013 - May 2015
Vitrine September 2012 - October 2013
Vince November 2011 - July 2012
Tory Burch May 2011 - November 2011
lululemon athletica April 2010 - December 2010
Martin + Osa January 2010 - May 2010
YMCA Victoria September 2002 - May 2009
Skills
Team Building, Management, Sales Management, Marketing, Event Management, Social Media, Event Planning, Retail, Social Media Marketing, Research, Entrepreneurship, Nonprofits, Leadership, Fashion, Public Speaking, Business Development, Market Research, Strategic Planning, Recruiting, Business Strategy, Sales Operations, Time Management, Wealth Management, Merchandising, Financial Accounting, Modeling Portfolios, Operation Optimization, Financial Mgmt, Organizational Culture, Inventory Management, Strategic Financial..., Financial Analysis, Program Management, Leadership Development, Series 7, Series 66
Education
Stanford University 2014 — 2015
Continuing Studies, Entrepreneurship/Entrepreneurial Studies
Santa Clara University 2012 — 2014
Master of Business Administration (MBA)
Academy of Art University 2010 — 2011
MFA
University of Victoria 2004 — 2009
BA, Social Science, Honors with Distinction
Gregory York Gregory York's Morgan Stanley Experience October 2012 - May 2013
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2013 - Present
Morgan Stanley October 2012 - May 2013
Goldman Sachs June 1998 - June 2012
Investcorp October 1991 - April 1998
Skills
Voice Communications, Business Continuity..., Disaster Rocovery, Interpersonal Skills, Executive Support, Wireless Communications..., Vendor Management, Business Relationship..., Social Skills, Asset Managment, Risk Management, Hedge Funds, Speech, Fixed Income, Investment Banking, Wireless, Capital Markets, Equities, Mergers
Education
Adelphi University 1986 — 1994
BA, History
JPMorgan Chase June 2013 - Present
Morgan Stanley October 2012 - May 2013
Goldman Sachs June 1998 - June 2012
Investcorp October 1991 - April 1998
Skills
Voice Communications, Business Continuity..., Disaster Rocovery, Interpersonal Skills, Executive Support, Wireless Communications..., Vendor Management, Business Relationship..., Social Skills, Asset Managment, Risk Management, Hedge Funds, Speech, Fixed Income, Investment Banking, Wireless, Capital Markets, Equities, Mergers
Education
Adelphi University 1986 — 1994
BA, History
Stephanie Lichtman, MBA Stephanie Lichtman, MBA's Morgan Stanley Experience February 1997 - January 2001
Job Adjunct Faculty at Fairleigh Dickinson University Department of Communication
Industry Professional Training & Coaching
Experience
Fairleigh Dickinson University Department of Communication February 2015 - Present
Seton Hall University August 2014 - Present
Imagine, Inc. A Center For Loss January 2013 - Present
3 Masters Coaching January 2012 - Present
Leaders in Healthcare Hospital Administration in Greater New Jersey Area July 1976 - Present
American Red Cross July 2010 - November 2011
Federation of Jewish Philanthropies July 2009 - December 2010
National Council of Jewish Women July 2009 - December 2010
Bank of America January 2001 - January 2003
Morgan Stanley February 1997 - January 2001
Skills
Public Speaking, Resume Writing, Job Coaching, Public Speaking Coach, Career Counseling, Non-profits, Fundraising, Budgets, Coaching, Entrepreneurship, Leadership Development, Grants, Nonprofits, Community Outreach, Speech Coach, Small Business, Program Development, Interviews, Training, Teaching, Event Planning, Leadership, Psychiatric Social..., Speaker Programs, Persuasive Speaker, Stock Market, Finance, Mutual Funds, Annuity Sales, Real Estate Investor, Real Estate Negotiating, Real Estate Staging, Proposal Writing, Book Writing, writing articles for..., Administrative..., Access, Executive Coaching, Board Development, Workshop Facilitation
Education
Fordham University - Graduate School of Business Administration 1992 — 1994
MBA Masters of Business Administration, Finance and Communication
New York University
Masters in Public Administration, Health/Health Care Administration/Management
Adelphi University
Master of Social Work, Studied Social Work
Fairleigh Dickinson University Department of Communication February 2015 - Present
Seton Hall University August 2014 - Present
Imagine, Inc. A Center For Loss January 2013 - Present
3 Masters Coaching January 2012 - Present
Leaders in Healthcare Hospital Administration in Greater New Jersey Area July 1976 - Present
American Red Cross July 2010 - November 2011
Federation of Jewish Philanthropies July 2009 - December 2010
National Council of Jewish Women July 2009 - December 2010
Bank of America January 2001 - January 2003
Morgan Stanley February 1997 - January 2001
Skills
Public Speaking, Resume Writing, Job Coaching, Public Speaking Coach, Career Counseling, Non-profits, Fundraising, Budgets, Coaching, Entrepreneurship, Leadership Development, Grants, Nonprofits, Community Outreach, Speech Coach, Small Business, Program Development, Interviews, Training, Teaching, Event Planning, Leadership, Psychiatric Social..., Speaker Programs, Persuasive Speaker, Stock Market, Finance, Mutual Funds, Annuity Sales, Real Estate Investor, Real Estate Negotiating, Real Estate Staging, Proposal Writing, Book Writing, writing articles for..., Administrative..., Access, Executive Coaching, Board Development, Workshop Facilitation
Education
Fordham University - Graduate School of Business Administration 1992 — 1994
MBA Masters of Business Administration, Finance and Communication
New York University
Masters in Public Administration, Health/Health Care Administration/Management
Adelphi University
Master of Social Work, Studied Social Work
E. George Luckey E. George Luckey's Morgan Stanley Experience 1997 - 2000
Job V.P. Investments at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2007 - Present
Morgan Stanley 1997 - 2000
Shearson Lehman Brothers 1989 - 1997
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 65, series 3, California Insurance..., Portfolio Management, Investment Strategies, 401k, Retirement, FINRA
Education
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Western International Securities June 2007 - Present
Morgan Stanley 1997 - 2000
Shearson Lehman Brothers 1989 - 1997
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 65, series 3, California Insurance..., Portfolio Management, Investment Strategies, 401k, Retirement, FINRA
Education
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Brian Babikian's Morgan Stanley Experience Financial AdvisorMERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITEDJanuary 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Financial AdvisorMERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITEDJanuary 2015 - Present
Verizon Wireless 2004 - 2010
Education
Adelphi University
Bachelor's degree, Business
Morgan Stanley Financial AdvisorMERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITEDJanuary 2015 - Present
Verizon Wireless 2004 - 2010
Education
Adelphi University
Bachelor's degree, Business
Sarah Siddiqui Baig Sarah Siddiqui Baig's Morgan Stanley Experience October 2011 - February 2014
Job Designer, Founder at GIVESIE
Industry Financial Services
Experience
GIVESIE - Buy.Give.Receive. January 2014 - Present
Morgan Stanley October 2011 - February 2014
francesca’s®, The Limited June 2006 - October 2011
Skills
Fashion Design, Apparel Construction, Product Design, Fashion Illustration, Industrial Sewing, Technical Illustration, Sustainable Design, Textiles, Color Theory, Fashion Entrepreneurship, Adobe Illustrator, Photoshop, Wealth Management, Financial Services, Microsoft Office
Education
Academy of Art University 2012 — 2015
Master's Degree, Fashion/Apparel Design
Portland State University 2005 — 2009
Bachelor's Degree, Business Economics
Tualatin High School 2001 — 2005
High School Diploma, College Prep
GIVESIE - Buy.Give.Receive. January 2014 - Present
Morgan Stanley October 2011 - February 2014
francesca’s®, The Limited June 2006 - October 2011
Skills
Fashion Design, Apparel Construction, Product Design, Fashion Illustration, Industrial Sewing, Technical Illustration, Sustainable Design, Textiles, Color Theory, Fashion Entrepreneurship, Adobe Illustrator, Photoshop, Wealth Management, Financial Services, Microsoft Office
Education
Academy of Art University 2012 — 2015
Master's Degree, Fashion/Apparel Design
Portland State University 2005 — 2009
Bachelor's Degree, Business Economics
Tualatin High School 2001 — 2005
High School Diploma, College Prep
Michael Langdon's Morgan Stanley Experience July 2015 - Present
Job Global Cash Management Team Lead/Senior Operations Specialist
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley April 2010 - December 2012
Arkwin Industries, Inc June 2009 - April 2010
Bethpage Federal Credit Union July 2008 - February 2009
Capital One February 2008 - June 2008
Bethpage Federal Credit Union April 2007 - February 2008
Bruckner Supply September 2006 - December 2006
Capital One (formerly North Fork Bank) January 2004 - August 2006
Skills
Excel, Outlook, Word, Windows, Mac OS X, Customer Service, Retail Banking, Operations, Analysis, Microsoft Excel, Microsoft Word, OS X, Troubleshooting, Banking, Risk Management, Credit, Time Management, Financial Services, Account Reconciliation, Financial Analysis, Finance, Payments, Wealth Management, Process Improvement, Business Analysis, PowerPoint, Microsoft Office, Management, Project Management, Team Leadership
Education
Adelphi University 2003 — 2006
BBA, Management
Morgan Stanley July 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley April 2010 - December 2012
Arkwin Industries, Inc June 2009 - April 2010
Bethpage Federal Credit Union July 2008 - February 2009
Capital One February 2008 - June 2008
Bethpage Federal Credit Union April 2007 - February 2008
Bruckner Supply September 2006 - December 2006
Capital One (formerly North Fork Bank) January 2004 - August 2006
Skills
Excel, Outlook, Word, Windows, Mac OS X, Customer Service, Retail Banking, Operations, Analysis, Microsoft Excel, Microsoft Word, OS X, Troubleshooting, Banking, Risk Management, Credit, Time Management, Financial Services, Account Reconciliation, Financial Analysis, Finance, Payments, Wealth Management, Process Improvement, Business Analysis, PowerPoint, Microsoft Office, Management, Project Management, Team Leadership
Education
Adelphi University 2003 — 2006
BBA, Management
James Norell, PMP James Norell, PMP's Morgan Stanley Experience January 2005 - March 2005
Job Principal Consultant at Capco
Industry Management Consulting
Experience
Capco September 2010 - Present
Capital One Financial Advisors June 2009 - September 2010
Credit Suisse October 2007 - December 2008
JPMorgan March 2005 - October 2007
Morgan Stanley January 2005 - March 2005
Credit Suisse First Boston August 2004 - December 2004
JPMorgan Chase March 2003 - August 2004
ITOCHU Technology August 2001 - October 2002
University of Massachusetts Medical School March 2001 - May 2001
Barnes & Noble.com May 2000 - March 2001
Skills
Project Portfolio..., PMO, Program Management, Financial Risk, PMP, Strategy, SDLC, Integration, Project Management, Governance, MS Project, Leadership, Management, Outsourcing, Quality Assurance, Business Analysis, Business Process..., Vendor Management, Microsoft Project
Education
Adelphi University
MBA, Banking and Financial Markets
International Program and Project Management School
Certificate, Program / Project Management
Stony Brook University
Certificate, Project Management Plus
Susquehanna University
BA, Computer Science
Capco September 2010 - Present
Capital One Financial Advisors June 2009 - September 2010
Credit Suisse October 2007 - December 2008
JPMorgan March 2005 - October 2007
Morgan Stanley January 2005 - March 2005
Credit Suisse First Boston August 2004 - December 2004
JPMorgan Chase March 2003 - August 2004
ITOCHU Technology August 2001 - October 2002
University of Massachusetts Medical School March 2001 - May 2001
Barnes & Noble.com May 2000 - March 2001
Skills
Project Portfolio..., PMO, Program Management, Financial Risk, PMP, Strategy, SDLC, Integration, Project Management, Governance, MS Project, Leadership, Management, Outsourcing, Quality Assurance, Business Analysis, Business Process..., Vendor Management, Microsoft Project
Education
Adelphi University
MBA, Banking and Financial Markets
International Program and Project Management School
Certificate, Program / Project Management
Stony Brook University
Certificate, Project Management Plus
Susquehanna University
BA, Computer Science
Geoffrey Kott Geoffrey Kott's Morgan Stanley Experience 2006 - Present
Job Managing Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
McKee Nelson 2003 - 2006
Skills
Mortgage Lending, Capital Markets, Structured Finance, Fixed Income, Securitization, Financial Structuring, Structured Products, ABS, MBS, Bonds, CMBS, CDO
Education
York University - Osgoode Hall Law School
Juris Doctor
Acadia University
Bachelor of Business Administration (B.B.A.)
Morgan Stanley 2006 - Present
McKee Nelson 2003 - 2006
Skills
Mortgage Lending, Capital Markets, Structured Finance, Fixed Income, Securitization, Financial Structuring, Structured Products, ABS, MBS, Bonds, CMBS, CDO
Education
York University - Osgoode Hall Law School
Juris Doctor
Acadia University
Bachelor of Business Administration (B.B.A.)
Scott Weazley Scott Weazley's Morgan Stanley Experience 2005 - 2007
Job Senior Project Manager at Dell
Industry Information Services
Experience
Dell 2009 - Present
Berkshire Hathaway 2007 - 2009
Morgan Stanley 2005 - 2007
Skills
Project Management, Diplomacy, Team Leadership, Negotiation, Feasibility Studies
Education
Alaska Pacific University 2002 — 2005
Master of Science (MS), Computer and Information Sciences and Support Services
Dell 2009 - Present
Berkshire Hathaway 2007 - 2009
Morgan Stanley 2005 - 2007
Skills
Project Management, Diplomacy, Team Leadership, Negotiation, Feasibility Studies
Education
Alaska Pacific University 2002 — 2005
Master of Science (MS), Computer and Information Sciences and Support Services
Richard Lettiere Richard Lettiere's Morgan Stanley Experience 1987 - 1989
Job Intellectual Property (IP) Damages Expert | Economic & Financial Analysis
Industry Financial Services
Experience
Ocean Tomo 2011 - Present
Charles River Associates 1998 - 2011
KPMG 1995 - 1998
Paine Webber 1994 - 1995
The Walt Disney Company 1990 - 1992
Republic Pictures Corporation 1989 - 1990
Morgan Stanley 1987 - 1989
Ernst & Whinney 1985 - 1987
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Adelphi University
B.A., Accountancy
Ocean Tomo 2011 - Present
Charles River Associates 1998 - 2011
KPMG 1995 - 1998
Paine Webber 1994 - 1995
The Walt Disney Company 1990 - 1992
Republic Pictures Corporation 1989 - 1990
Morgan Stanley 1987 - 1989
Ernst & Whinney 1985 - 1987
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Adelphi University
B.A., Accountancy
venkata thokala's Morgan Stanley Experience September 2012 - June 2013
Job Sr. Qlikview Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2013 - Present
Morgan Stanley September 2012 - June 2013
Bank of America Merrill Lynch April 2011 - August 2012
AIG February 2010 - March 2011
Skills
QlikView Development, QlikView Administration, Data Warehousing, Cognos, Business Intelligence, QlikView
Education
Acharya Nagarjuna Vishwavidhyalayamu 2002 — 2005
Master of Computer Applications (MCA)
Jefferies LLC July 2013 - Present
Morgan Stanley September 2012 - June 2013
Bank of America Merrill Lynch April 2011 - August 2012
AIG February 2010 - March 2011
Skills
QlikView Development, QlikView Administration, Data Warehousing, Cognos, Business Intelligence, QlikView
Education
Acharya Nagarjuna Vishwavidhyalayamu 2002 — 2005
Master of Computer Applications (MCA)
Nicole Holbrook Nicole Holbrook's Morgan Stanley Experience January 2011 - July 2012
Job Credit Analyst at TEKsystems
Industry Financial Services
Experience
TEKsystems February 2014 - Present
Atlanta Center for Reproductive Medicine June 2012 - February 2014
Morgan Stanley January 2011 - July 2012
Agnes Scott College August 2009 - May 2011
Skills
NVivo, SPSS, Microsoft Office, NextGen, Outlook, Customer Service, Economics, Leadership, Youth Development, Microsoft Excel, Medical Billing, Medical Records, Medical Coding, Event Planning, Community Outreach, Data Entry, Editing, Human Resources, Marketing, Microsoft Word, Nonprofits, PowerPoint, Public Speaking, Research, Social Media
Education
Agnes Scott College 2008 — 2012
Bachelor of Arts, Economic and Organizational Management & Sociology and Anthropology
TEKsystems February 2014 - Present
Atlanta Center for Reproductive Medicine June 2012 - February 2014
Morgan Stanley January 2011 - July 2012
Agnes Scott College August 2009 - May 2011
Skills
NVivo, SPSS, Microsoft Office, NextGen, Outlook, Customer Service, Economics, Leadership, Youth Development, Microsoft Excel, Medical Billing, Medical Records, Medical Coding, Event Planning, Community Outreach, Data Entry, Editing, Human Resources, Marketing, Microsoft Word, Nonprofits, PowerPoint, Public Speaking, Research, Social Media
Education
Agnes Scott College 2008 — 2012
Bachelor of Arts, Economic and Organizational Management & Sociology and Anthropology
Rayona Bennett Rayona Bennett's Morgan Stanley Experience 2003 - 2004
Job Owner/franchisee at Decorating Den Interiors
Industry Retail
Experience
Decorating Den Interiors January 2012 - Present
Arhaus Furniture December 2010 - November 2011
Morgan Stanley 2003 - 2004
New England Financial April 1997 - December 1998
New England Funds March 1997 - December 1998
Skills
Window Treatments, Space-planning, Furnishings, Furniture, Custom Furniture, Interior Design, Floor Plans, Home Staging, Draperies, Upholstery, Shades, Blinds, Merchandising, Space planning, Retail, Bedding, Accessorizing, Window Coverings, Shutters, Rugs, Finish, Universal Design, Carpet, Color Schemes, Flooring, Commercial Design, Area Rugs, Wallpaper, Residential Design, Home Accessories, Bathrooms, Curtains, Interior Architecture, Cabinetry, Lighting
Education
Academy of Art University 2009 — 2010
Interior Architecture and Design
Skidmore College 1981 — 1985
BS, Dance History, Business
Decorating Den Interiors January 2012 - Present
Arhaus Furniture December 2010 - November 2011
Morgan Stanley 2003 - 2004
New England Financial April 1997 - December 1998
New England Funds March 1997 - December 1998
Skills
Window Treatments, Space-planning, Furnishings, Furniture, Custom Furniture, Interior Design, Floor Plans, Home Staging, Draperies, Upholstery, Shades, Blinds, Merchandising, Space planning, Retail, Bedding, Accessorizing, Window Coverings, Shutters, Rugs, Finish, Universal Design, Carpet, Color Schemes, Flooring, Commercial Design, Area Rugs, Wallpaper, Residential Design, Home Accessories, Bathrooms, Curtains, Interior Architecture, Cabinetry, Lighting
Education
Academy of Art University 2009 — 2010
Interior Architecture and Design
Skidmore College 1981 — 1985
BS, Dance History, Business
Nihal Ragaie Nihal Ragaie's Morgan Stanley Experience 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2000 - Present
Digitas 1999 - 2000
EDS Advanced Solutions 1996 - 1999
Skills
Program Management, Vendor Management, CRM, Software Development, Information Architecture, Information Technology..., Management, IT Strategy, IT Management, Business Analysis, Risk Management, Enterprise Architecture, Project Portfolio..., Business Process..., Governance, Business Intelligence, SDLC, Software Project..., Financial Services, Leadership, Project Management, Portfolio Management
Education
Ain Shams University 1991 — 1996
BSc, Electrical Engineering; Computer Science
Morgan Stanley 2000 - Present
Digitas 1999 - 2000
EDS Advanced Solutions 1996 - 1999
Skills
Program Management, Vendor Management, CRM, Software Development, Information Architecture, Information Technology..., Management, IT Strategy, IT Management, Business Analysis, Risk Management, Enterprise Architecture, Project Portfolio..., Business Process..., Governance, Business Intelligence, SDLC, Software Project..., Financial Services, Leadership, Project Management, Portfolio Management
Education
Ain Shams University 1991 — 1996
BSc, Electrical Engineering; Computer Science
Ann-Marie (Iovino) Breslin Ann-Marie (Iovino) Breslin's Morgan Stanley Experience May 2010 - January 2012
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
The Alpert Group at Morgan Stanley September 2007 - September 2013
Morgan Stanley May 2010 - January 2012
Smith Barney May 2005 - September 2007
Skills
Retirement Planning, Financial Services, Retirement, 401k, Asset Allocation, IRAs, Mutual Funds, 529 Plans, Securities, Investments
Education
Adelphi University
Finance
east meadow high school
Wells Fargo Advisors September 2013 - Present
The Alpert Group at Morgan Stanley September 2007 - September 2013
Morgan Stanley May 2010 - January 2012
Smith Barney May 2005 - September 2007
Skills
Retirement Planning, Financial Services, Retirement, 401k, Asset Allocation, IRAs, Mutual Funds, 529 Plans, Securities, Investments
Education
Adelphi University
Finance
east meadow high school
Bhanu Kuchibhotla Bhanu Kuchibhotla's Morgan Stanley Experience 2001 - 2004
Job Platform Development Manager at American Express
Industry Financial Services
Experience
American Express March 2011 - Present
American Express September 2006 - March 2011
Morgan Stanley 2001 - 2004
Bookspan 1995 - 2001
Doubleday Direct 1995 - 2001
Zyware, Inc 1993 - 1995
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Vendor Management, Strategy, Program Management, Software Project..., Integration, IT Strategy, Databases, Business Analysis, Data Warehousing, Project Management, PMO, PMP, IT Management, Visio, Business Process, Systems Analysis, Process Improvement, Software Development, Project Portfolio..., Requirements Gathering, Solution Architecture, Project Delivery, Analytics, Management, Outsourcing, Data Modeling, Resource Management, Global Delivery, Business Requirements, Leadership, Business Intelligence, Disaster Recovery, SOA, Governance, Business Process..., Financial Services, Business Process..., Re-engineering, Business Transformation, Agile Project Management, Offshoring, ITIL, Agile Methodologies, Business Architecture, Risk Management, Consulting, CRM
Education
Thunderbird School of Global Management 2014 — 2016
Global MBA, Global Business Administration
Baruch College, City University of New York (CUNY) 1990 — 1992
MS, Computer Information Systems
Acharya Nagarjuna University 1984 — 1988
B. Tech, Electronics and Communication
Kendriya Vidyalaya 1979 — 1982
American Express March 2011 - Present
American Express September 2006 - March 2011
Morgan Stanley 2001 - 2004
Bookspan 1995 - 2001
Doubleday Direct 1995 - 2001
Zyware, Inc 1993 - 1995
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Vendor Management, Strategy, Program Management, Software Project..., Integration, IT Strategy, Databases, Business Analysis, Data Warehousing, Project Management, PMO, PMP, IT Management, Visio, Business Process, Systems Analysis, Process Improvement, Software Development, Project Portfolio..., Requirements Gathering, Solution Architecture, Project Delivery, Analytics, Management, Outsourcing, Data Modeling, Resource Management, Global Delivery, Business Requirements, Leadership, Business Intelligence, Disaster Recovery, SOA, Governance, Business Process..., Financial Services, Business Process..., Re-engineering, Business Transformation, Agile Project Management, Offshoring, ITIL, Agile Methodologies, Business Architecture, Risk Management, Consulting, CRM
Education
Thunderbird School of Global Management 2014 — 2016
Global MBA, Global Business Administration
Baruch College, City University of New York (CUNY) 1990 — 1992
MS, Computer Information Systems
Acharya Nagarjuna University 1984 — 1988
B. Tech, Electronics and Communication
Kendriya Vidyalaya 1979 — 1982
EUGENE ROGERS EUGENE ROGERS's Morgan Stanley Experience January 1998 - January 2000
Job Owner, E.C. Rogerrs Consulting Inc.
Industry Financial Services
Experience
Telecommunications Products Inc January 2001 - Present
New York State Department of Education September 2011 - May 2012
KoolConnect Technologies January 2000 - January 2001
Morgan Stanley January 1998 - January 2000
Oxford Health Plans January 1997 - January 1998
Chase Manhattan Bank January 1996 - January 1997
NCR Corp January 1995 - January 1996
AT&T January 1994 - January 1995
Bank of America January 1994 - January 1995
Mid-Lantic Bank January 1992 - January 1993
Skills
Software Documentation, Process Improvement, Analysis, Project Management, Project Planning, Banking, Financial Analysis, Finance, Business Planning, Auditing, Proposal Writing, Vendor Management, Management, Integration, Team Building, Strategic Planning, Management Consulting, Business Development
Education
Adelphi University 1971 — 1986
Adelphi University
MBA, Finance/EDP
Bernard Baruch /Adelphi
BBA, Finance; Accounting, Law, & Management
Hunter School of Business
Telecommunications Products Inc January 2001 - Present
New York State Department of Education September 2011 - May 2012
KoolConnect Technologies January 2000 - January 2001
Morgan Stanley January 1998 - January 2000
Oxford Health Plans January 1997 - January 1998
Chase Manhattan Bank January 1996 - January 1997
NCR Corp January 1995 - January 1996
AT&T January 1994 - January 1995
Bank of America January 1994 - January 1995
Mid-Lantic Bank January 1992 - January 1993
Skills
Software Documentation, Process Improvement, Analysis, Project Management, Project Planning, Banking, Financial Analysis, Finance, Business Planning, Auditing, Proposal Writing, Vendor Management, Management, Integration, Team Building, Strategic Planning, Management Consulting, Business Development
Education
Adelphi University 1971 — 1986
Adelphi University
MBA, Finance/EDP
Bernard Baruch /Adelphi
BBA, Finance; Accounting, Law, & Management
Hunter School of Business
Thomas Marvits, CTFA Thomas Marvits, CTFA's Morgan Stanley Experience April 2014 - September 2014
Job Fiduciary Officer, Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2014 - Present
Morgan Stanley April 2014 - September 2014
PNC April 2012 - February 2014
PNC July 2008 - April 2012
Deutsche Bank 1990 - 2008
Bankers Trust 1990 - 1999
Skills
Real Estate, Asset Allocation, Investments, FINRA, Equities, Asset Managment, Securities, Investment Management, Series 7, Banking, Alternative Investments, Asset Management, Fiduciary Services, Mutual Funds, Portfolio Management, Trust Services, Financial Services, Fixed Income
Education
Adelphi University 1986 — 1990
Banking & Money Management, Banking, Economics and Accounting
Neuberger Berman September 2014 - Present
Morgan Stanley April 2014 - September 2014
PNC April 2012 - February 2014
PNC July 2008 - April 2012
Deutsche Bank 1990 - 2008
Bankers Trust 1990 - 1999
Skills
Real Estate, Asset Allocation, Investments, FINRA, Equities, Asset Managment, Securities, Investment Management, Series 7, Banking, Alternative Investments, Asset Management, Fiduciary Services, Mutual Funds, Portfolio Management, Trust Services, Financial Services, Fixed Income
Education
Adelphi University 1986 — 1990
Banking & Money Management, Banking, Economics and Accounting
Daniel Beckerman, CFP®,ChFC® Daniel Beckerman, CFP®,ChFC®'s Morgan Stanley Experience 2003 - 2007
Job President, Beckerman Institutional, LLC
Industry Financial Services
Experience
Beckerman Institutional, LLC November 2006 - Present
Morgan Stanley 2003 - 2007
Skills
Retirement Planning, Investments, Strategic Financial..., Finance, Estate Planning, Asset Management, Financial Modeling, Management, Asset Managment, Portfolio Management, Economics, Data Science
Education
The American College 2004 — 2011
Chartered Financial Consultant®, Comprehensive Financial Planning
The American College 2004 — 2006
CFP®, Financial Planning, Estate Planning, Investment Planning, Insurance Planning, Tax Planning
Adelphi University
Honors, Honors, Business, CFP®
Beckerman Institutional, LLC November 2006 - Present
Morgan Stanley 2003 - 2007
Skills
Retirement Planning, Investments, Strategic Financial..., Finance, Estate Planning, Asset Management, Financial Modeling, Management, Asset Managment, Portfolio Management, Economics, Data Science
Education
The American College 2004 — 2011
Chartered Financial Consultant®, Comprehensive Financial Planning
The American College 2004 — 2006
CFP®, Financial Planning, Estate Planning, Investment Planning, Insurance Planning, Tax Planning
Adelphi University
Honors, Honors, Business, CFP®
Kevin J. King Kevin J. King's Morgan Stanley Experience 2003 - 2007
Job Marketing Project Manager, UBS Wealth Management Americas
Industry Marketing and Advertising
Experience
UBS Wealth Management 2013 - Present
Dreisbach Group 2012 - 2013
UBS Wealth Management 2010 - 2012
Dreisbach Group 2008 - 2010
Morgan Stanley 2003 - 2007
Hakuhodo Advertising 2002 - 2002
Brouillard Communications 2000 - 2001
Ryan Drossman / MARC USA 1994 - 2000
Skills
Marketing Strategy, Marketing Management, Marketing Communications, Strategic Planning, Project Management, Financial Services, Product Marketing, Cross-functional Team..., Integrated Marketing, Strategy, Advertising, Marketing, Campaigns, Creative Direction, Digital Marketing, B2B, Direct Marketing, Website Development, Market Analysis, Department Budgeting, Team Leadership, Internal Communications, Consulting, Business Development, Sales, Competitive Analysis, Management, Analytics, Leadership, Corporate Communications
Education
Zicklin School of Business - Baruch College
MBA
Adelphi University
BBA
UBS Wealth Management 2013 - Present
Dreisbach Group 2012 - 2013
UBS Wealth Management 2010 - 2012
Dreisbach Group 2008 - 2010
Morgan Stanley 2003 - 2007
Hakuhodo Advertising 2002 - 2002
Brouillard Communications 2000 - 2001
Ryan Drossman / MARC USA 1994 - 2000
Skills
Marketing Strategy, Marketing Management, Marketing Communications, Strategic Planning, Project Management, Financial Services, Product Marketing, Cross-functional Team..., Integrated Marketing, Strategy, Advertising, Marketing, Campaigns, Creative Direction, Digital Marketing, B2B, Direct Marketing, Website Development, Market Analysis, Department Budgeting, Team Leadership, Internal Communications, Consulting, Business Development, Sales, Competitive Analysis, Management, Analytics, Leadership, Corporate Communications
Education
Zicklin School of Business - Baruch College
MBA
Adelphi University
BBA
Liliana Peron Liliana Peron's Morgan Stanley Experience February 2004 - February 2009
Job Director of Program Management at Greystone & Co.
Industry Banking
Experience
Greystone & Co. October 2013 - Present
Greystone & Co. February 2012 - Present
MF Global May 2009 - November 2011
Morgan Stanley February 2004 - February 2009
PricewaterhouseCoopers November 1997 - February 2004
Skills
Accounting, Auditing, Project Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Risk Management, Finance, Operational Risk, GAAP, AML, Financial Reporting, Internal Audit, IFRS, Internal Controls, Assurance, Financial Risk, US GAAP, Financial Services, Mergers & Acquisitions, Derivatives, Financial Analysis, Financial Statements, Financial Modeling, Due Diligence, Enterprise Risk..., Cash Management, Corporate Finance, Operational Risk..., Banking, Hedge Funds, Capital Markets
Education
Project Management Institute 2011 — 2011
PMP, Project Management
ACCA 1997 — 2000
ACCA qualified (UK workstream), Chartered Certified Accountant
Academia de Studii Economice din București
NYU
Greystone & Co. October 2013 - Present
Greystone & Co. February 2012 - Present
MF Global May 2009 - November 2011
Morgan Stanley February 2004 - February 2009
PricewaterhouseCoopers November 1997 - February 2004
Skills
Accounting, Auditing, Project Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Risk Management, Finance, Operational Risk, GAAP, AML, Financial Reporting, Internal Audit, IFRS, Internal Controls, Assurance, Financial Risk, US GAAP, Financial Services, Mergers & Acquisitions, Derivatives, Financial Analysis, Financial Statements, Financial Modeling, Due Diligence, Enterprise Risk..., Cash Management, Corporate Finance, Operational Risk..., Banking, Hedge Funds, Capital Markets
Education
Project Management Institute 2011 — 2011
PMP, Project Management
ACCA 1997 — 2000
ACCA qualified (UK workstream), Chartered Certified Accountant
Academia de Studii Economice din București
NYU
judy lev judy lev's Morgan Stanley Experience January 1983 - Present
Job Senior V P Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1983 - Present
Morgan Stanley January 1983 - Present
Skills
Financial Planning, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, series 8, series 65,..., Estate Planning, Series 63, Alternative Investments, Asset Allocation, Series 65, Retirement Planning, Small Business, Financial Advisory, Mutual Funds, Retirement, Investment Strategies, Asset Management, Securities, Equities, Portfolio Management, 401k, Bonds, Financial Planners, Investments, Private Equity, Fixed Annuities, FINRA, Investment Management, IRAs, Fixed Income, ETFs, Wealth Management..., Finance, Public Speaking, Strategic Planning, Tax Free Income
Education
Adelphi University 1979 — 1983
mba, Finance
LIU Post 1968 — 1971
M.S. in Art Ediucation, Art
Hofstra University 1962 — 1968
b.s., Art Education
Lynbrook High School
High School Diploma
Morgan Stanley January 1983 - Present
Morgan Stanley January 1983 - Present
Skills
Financial Planning, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, series 8, series 65,..., Estate Planning, Series 63, Alternative Investments, Asset Allocation, Series 65, Retirement Planning, Small Business, Financial Advisory, Mutual Funds, Retirement, Investment Strategies, Asset Management, Securities, Equities, Portfolio Management, 401k, Bonds, Financial Planners, Investments, Private Equity, Fixed Annuities, FINRA, Investment Management, IRAs, Fixed Income, ETFs, Wealth Management..., Finance, Public Speaking, Strategic Planning, Tax Free Income
Education
Adelphi University 1979 — 1983
mba, Finance
LIU Post 1968 — 1971
M.S. in Art Ediucation, Art
Hofstra University 1962 — 1968
b.s., Art Education
Lynbrook High School
High School Diploma
Sekhar Babu Sekhar Babu's Morgan Stanley Experience July 2010 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2010 - Present
Goldman Sachs June 2009 - July 2010
Headstrong April 2006 - July 2010
Deutsche Bank August 2008 - May 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2003 - 2005
Siemens 1997 - 2003
BBCIT 1995 - 1996
Skills
SDLC, Software Project..., Software Development, Oracle, Sybase, Java, Leadership, Telecommunications, Capital Markets, Trading, Prime Brokerage, C++
Education
Acharya Nagarjuna University 1992 — 1995
M.S, Computer Science
Acharya Nagarjuna University 1989 — 1992
B.S, Computer Science
Morgan Stanley July 2010 - Present
Goldman Sachs June 2009 - July 2010
Headstrong April 2006 - July 2010
Deutsche Bank August 2008 - May 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2003 - 2005
Siemens 1997 - 2003
BBCIT 1995 - 1996
Skills
SDLC, Software Project..., Software Development, Oracle, Sybase, Java, Leadership, Telecommunications, Capital Markets, Trading, Prime Brokerage, C++
Education
Acharya Nagarjuna University 1992 — 1995
M.S, Computer Science
Acharya Nagarjuna University 1989 — 1992
B.S, Computer Science
Beverly Love Beverly Love's Morgan Stanley Experience December 2002 - September 2007
Job Associate, Wilbanks Partners, LLC
Industry Staffing and Recruiting
Experience
Wilbanks Partners, LLC October 2011 - Present
Russell Reynolds Associates December 2007 - October 2011
OperaWorks 2010 - 2010
Morgan Stanley December 2002 - September 2007
Greater Atlanta Christian School August 2000 - June 2002
Skills
Event Planning, Administrative..., Singing, Office Management, Music
Education
Southern Methodist University 1997 — 1999
Master of Music, Voice / Opera
Abilene Christian University 1993 — 1997
Bachelor of Music, Vocal Performance
Wilbanks Partners, LLC October 2011 - Present
Russell Reynolds Associates December 2007 - October 2011
OperaWorks 2010 - 2010
Morgan Stanley December 2002 - September 2007
Greater Atlanta Christian School August 2000 - June 2002
Skills
Event Planning, Administrative..., Singing, Office Management, Music
Education
Southern Methodist University 1997 — 1999
Master of Music, Voice / Opera
Abilene Christian University 1993 — 1997
Bachelor of Music, Vocal Performance
Vijay Rajaram Vijay Rajaram's Morgan Stanley Experience September 2005 - July 2010
Job Consultant at J.P. Morgan & Chase
Industry Computer Software
Experience
JPMorgan Chase & Co. March 2015 - Present
Experian June 2013 - January 2015
Barclays Capital July 2010 - May 2013
Morgan Stanley September 2005 - July 2010
Deloitte October 2004 - September 2005
Citibank April 2003 - October 2004
Saksoft February 2002 - March 2003
Ramco Systems April 1999 - January 2002
Skills
AngularJS, HTML5, CSS, Java Enterprise Edition, Java, Microsoft SQL Server, Flex, JavaScript, Sybase, MVC, DB2, OOP, Spring, Agile Methodologies, System Architecture, Weblogic, JSP, SOA, Spring Framework
Education
Alagappa University
Master of Science (M.Sc.), IT
Saurashtra College
Bachelor of Science (B.Sc.)
JPMorgan Chase & Co. March 2015 - Present
Experian June 2013 - January 2015
Barclays Capital July 2010 - May 2013
Morgan Stanley September 2005 - July 2010
Deloitte October 2004 - September 2005
Citibank April 2003 - October 2004
Saksoft February 2002 - March 2003
Ramco Systems April 1999 - January 2002
Skills
AngularJS, HTML5, CSS, Java Enterprise Edition, Java, Microsoft SQL Server, Flex, JavaScript, Sybase, MVC, DB2, OOP, Spring, Agile Methodologies, System Architecture, Weblogic, JSP, SOA, Spring Framework
Education
Alagappa University
Master of Science (M.Sc.), IT
Saurashtra College
Bachelor of Science (B.Sc.)
Bharath Lakamsani Bharath Lakamsani's Morgan Stanley Experience April 2008 - July 2008
Job SAP Data Services & BO Specialist at Teleflex
Industry Information Technology and Services
Experience
Teleflex June 2013 - Present
CARQUEST Technologies Inc October 2008 - Present
Morgan Stanley April 2008 - July 2008
Dell September 2007 - March 2008
YRC Worldwide, Inc. October 2006 - August 2007
Walgreens 2005 - 2007
Skills
Business Objects, Business Intelligence, ETL, Data Warehousing, Data Integration, Data Modeling, Crystal Reports, Informatica, Oracle, DB2, Dashboard, Performance Tuning, Unix, SDLC, Data Warehouse..., Requirements Analysis, Web Intelligence, SAP Data Services, PL/SQL, Enterprise Architecture, d, SAP BI, SAP BW
Education
Nagarjuna University 1988 — 1991
Master of Business Administration (M.B.A.)
Andhra University 1985 — 1988
Teleflex June 2013 - Present
CARQUEST Technologies Inc October 2008 - Present
Morgan Stanley April 2008 - July 2008
Dell September 2007 - March 2008
YRC Worldwide, Inc. October 2006 - August 2007
Walgreens 2005 - 2007
Skills
Business Objects, Business Intelligence, ETL, Data Warehousing, Data Integration, Data Modeling, Crystal Reports, Informatica, Oracle, DB2, Dashboard, Performance Tuning, Unix, SDLC, Data Warehouse..., Requirements Analysis, Web Intelligence, SAP Data Services, PL/SQL, Enterprise Architecture, d, SAP BI, SAP BW
Education
Nagarjuna University 1988 — 1991
Master of Business Administration (M.B.A.)
Andhra University 1985 — 1988
Maureen Cozzi Maureen Cozzi's Morgan Stanley Experience November 1999 - January 2008
Job COO/CFO Parish Business Manager at Church of St. Gregory the Great
Industry Nonprofit Organization Management
Experience
Church of St. Gregory the Great January 2013 - Present
CIT April 2010 - November 2012
Resources Global Professionals April 2009 - May 2010
Morgan Stanley November 1999 - January 2008
Federal Reserve Bank of New York June 1983 - October 1999
Skills
Vendor Management, IT Strategy, Organizational..., Budget, CRM, Business Analysis, Budgets, Infrastructure, Team Building, Software Development, Management
Education
Hofstra University 1984 — 1989
MBA, Information Systems
Adelphi University 1981 — 1983
BBA, Management/Comp Sci
Church of St. Gregory the Great January 2013 - Present
CIT April 2010 - November 2012
Resources Global Professionals April 2009 - May 2010
Morgan Stanley November 1999 - January 2008
Federal Reserve Bank of New York June 1983 - October 1999
Skills
Vendor Management, IT Strategy, Organizational..., Budget, CRM, Business Analysis, Budgets, Infrastructure, Team Building, Software Development, Management
Education
Hofstra University 1984 — 1989
MBA, Information Systems
Adelphi University 1981 — 1983
BBA, Management/Comp Sci
Sheena Busch's Morgan Stanley Experience September 2014 - Present
Job Branch Manager Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley Smith Barney April 2009 - September 2014
UBS April 2008 - May 2009
Homecare Homebase February 2007 - May 2008
Encompass Home Health July 2006 - February 2007
Skills
Account Management, Marketing, PowerPoint, Customer Service, Financial Analysis, Leadership, Marketing Strategy, Microsoft Excel, Sales, Salesforce.com, Strategic Planning, Business Development, Data Analysis, Market Research
Education
Abilene Christian University 2002 — 2006
Bachelor of Business Administration, Marketing
Morgan Stanley September 2014 - Present
Morgan Stanley Smith Barney April 2009 - September 2014
UBS April 2008 - May 2009
Homecare Homebase February 2007 - May 2008
Encompass Home Health July 2006 - February 2007
Skills
Account Management, Marketing, PowerPoint, Customer Service, Financial Analysis, Leadership, Marketing Strategy, Microsoft Excel, Sales, Salesforce.com, Strategic Planning, Business Development, Data Analysis, Market Research
Education
Abilene Christian University 2002 — 2006
Bachelor of Business Administration, Marketing
Ashley Myles Ashley Myles's Morgan Stanley Experience May 2013 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley Wealth Management November 2012 - May 2013
Agnes Scott College August 2009 - May 2013
Georgia Gwinnett College May 2012 - August 2012
Diamond Communications and Research Inc. 2010 - 2012
Skills
Customer Service, Microsoft Office, Data Analysis, Marketing, Microsoft Excel, Coaching, Team Building, Tutoring, Higher Education, Financial Market..., DNA extraction, Ecological Research, PCR
Education
University of Missouri-Columbia 2015 — 2017
Master of Science (MS), Personal Financial Planning
Agnes Scott College 2009 — 2013
Bachelor of Science (B.S.), Biology
Grayson High School 2005 — 2009
College Prepatory
Oulun yliopisto
Morgan Stanley May 2013 - Present
Morgan Stanley Wealth Management November 2012 - May 2013
Agnes Scott College August 2009 - May 2013
Georgia Gwinnett College May 2012 - August 2012
Diamond Communications and Research Inc. 2010 - 2012
Skills
Customer Service, Microsoft Office, Data Analysis, Marketing, Microsoft Excel, Coaching, Team Building, Tutoring, Higher Education, Financial Market..., DNA extraction, Ecological Research, PCR
Education
University of Missouri-Columbia 2015 — 2017
Master of Science (MS), Personal Financial Planning
Agnes Scott College 2009 — 2013
Bachelor of Science (B.S.), Biology
Grayson High School 2005 — 2009
College Prepatory
Oulun yliopisto
Steve Jambrone Steve Jambrone's Morgan Stanley Experience May 1994 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 1994 - Present
Morgan Stanley May 1994 - Present
Education
Adelphi University 1990 — 1994
Morgan Stanley May 1994 - Present
Morgan Stanley May 1994 - Present
Education
Adelphi University 1990 — 1994
Jim Lee's Morgan Stanley Experience July 1997 - August 1998
Job CLevel Technology Executive who enables organizations with technology innovation and leadership
Industry Insurance
Experience
McGraw Companies CIO - InsuranceEnduranceNovember 2012 - May 2013
IBM Global Services - Integrated Technology Services August 2012 - December 2012
Hearsay Social January 2012 - August 2012
Adelphi University January 2012 - May 2012
Marsh & McLennan July 2006 - December 2011
UBS Global Asset Management June 2000 - April 2006
.com Startup 1998 - 2000
Morgan Stanley July 1997 - August 1998
IBM 1992 - 1997
Credit Suisse First Boston October 1992 - April 1995
Skills
Outsourcing, Process Engineering, PMO, Application Development, Insurance, Asset Management, IT Governance, Vendor Management, IT Strategy, IT Outsourcing, Management Consulting, Shared Services..., Waterfall, Business Strategy, Global Delivery, Organizational..., IT Transformation, Leadership, Emotional Intelligence, Business Intelligence, Agile Methodologies, Software Quality..., SOA Governance, Prototype, Data Security, Data Science, Big Data, Data Analysis, Cloud Computing, Social Media, Governance, Software Development, Strategic Planning, Asset Managment, Project Management, Risk Management, Project Portfolio..., Enterprise Software, Business Analysis, IT Management
Education
Adelphi University 1988 — 1991
BBA, Finance
McGraw Companies CIO - InsuranceEnduranceNovember 2012 - May 2013
IBM Global Services - Integrated Technology Services August 2012 - December 2012
Hearsay Social January 2012 - August 2012
Adelphi University January 2012 - May 2012
Marsh & McLennan July 2006 - December 2011
UBS Global Asset Management June 2000 - April 2006
.com Startup 1998 - 2000
Morgan Stanley July 1997 - August 1998
IBM 1992 - 1997
Credit Suisse First Boston October 1992 - April 1995
Skills
Outsourcing, Process Engineering, PMO, Application Development, Insurance, Asset Management, IT Governance, Vendor Management, IT Strategy, IT Outsourcing, Management Consulting, Shared Services..., Waterfall, Business Strategy, Global Delivery, Organizational..., IT Transformation, Leadership, Emotional Intelligence, Business Intelligence, Agile Methodologies, Software Quality..., SOA Governance, Prototype, Data Security, Data Science, Big Data, Data Analysis, Cloud Computing, Social Media, Governance, Software Development, Strategic Planning, Asset Managment, Project Management, Risk Management, Project Portfolio..., Enterprise Software, Business Analysis, IT Management
Education
Adelphi University 1988 — 1991
BBA, Finance
Michael Pucci Michael Pucci's Morgan Stanley Experience June 2011 - July 2014
Job Internal Sales Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. August 2015 - Present
UBS September 2014 - May 2015
Morgan Stanley June 2011 - July 2014
Education
Adelphi University 2013 — 2014
Master's degree, MBA
Adelphi University 2009 — 2013
Bachelors of Business Administration, Management with Specialization in Finance
Chaminade High School
Advisors Asset Management, Inc. August 2015 - Present
UBS September 2014 - May 2015
Morgan Stanley June 2011 - July 2014
Education
Adelphi University 2013 — 2014
Master's degree, MBA
Adelphi University 2009 — 2013
Bachelors of Business Administration, Management with Specialization in Finance
Chaminade High School
Riina McCormack's Morgan Stanley Experience January 1989 - January 1992
Job Associate Broker, Real Estate
Industry Real Estate
Experience
Friedrich Real Estate, Inc May 2004 - Present
NASDAQ Stock Market September 1996 - May 2004
Titus and Donnelly January 1992 - January 1994
Morgan Stanley January 1989 - January 1992
Morgan Stanley February 1990 - November 1991
Dillon Read May 1989 - February 1990
Dillon Read May 1989 - February 1990
Alex. Brown & Sons, Inc. November 1987 - May 1989
Alex. Brown & Sons, Inc. September 1986 - November 1987
Skills
Customer Relations, Microsoft Office, Budgeting, Strategic Planning, Real Estate, Investments, Negotiation, Problem Solving, New Business Development, Customer Service, Event Planning, Trading, Event Management, Sales, Direct Marketing, Project Management, Event Producing, Coordinating Events, Fixed Income, Roadshow, Budgets, Marketing Strategy, Venue Management, Venue Search, Post Event Analysis, Event Marketing Strategy, Strategic Events, Municipal Bonds, Contract Negotiation, Contractual Agreements, Leases, VIP management, Marketing, First Time Home Buyers, Residential Homes, Asset Management, Investor Relations, Public Relations, Investors, Bonds, Real Estate Transactions, New Home Sales, Selling, Buyers, Condos, Leisure Travel, e-PRO, Event Production
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Political Science
Adelphi University 1994 — 1995
Paralegal Certificate, General
NASDAQ University 2003 — 2003
Management Training
New York Institute of Finance 1987 — 1987
Friedrich Real Estate, Inc May 2004 - Present
NASDAQ Stock Market September 1996 - May 2004
Titus and Donnelly January 1992 - January 1994
Morgan Stanley January 1989 - January 1992
Morgan Stanley February 1990 - November 1991
Dillon Read May 1989 - February 1990
Dillon Read May 1989 - February 1990
Alex. Brown & Sons, Inc. November 1987 - May 1989
Alex. Brown & Sons, Inc. September 1986 - November 1987
Skills
Customer Relations, Microsoft Office, Budgeting, Strategic Planning, Real Estate, Investments, Negotiation, Problem Solving, New Business Development, Customer Service, Event Planning, Trading, Event Management, Sales, Direct Marketing, Project Management, Event Producing, Coordinating Events, Fixed Income, Roadshow, Budgets, Marketing Strategy, Venue Management, Venue Search, Post Event Analysis, Event Marketing Strategy, Strategic Events, Municipal Bonds, Contract Negotiation, Contractual Agreements, Leases, VIP management, Marketing, First Time Home Buyers, Residential Homes, Asset Management, Investor Relations, Public Relations, Investors, Bonds, Real Estate Transactions, New Home Sales, Selling, Buyers, Condos, Leisure Travel, e-PRO, Event Production
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Political Science
Adelphi University 1994 — 1995
Paralegal Certificate, General
NASDAQ University 2003 — 2003
Management Training
New York Institute of Finance 1987 — 1987
Debbie Friedman Debbie Friedman's Morgan Stanley Experience March 2008 - November 2010
Job Director, HR Data Analytics at First Data Corporation
Industry Financial Services
Experience
First Data Corporation August 2012 - Present
Credit Suisse September 2011 - September 2012
Conde Nast November 2010 - September 2011
Morgan Stanley March 2008 - November 2010
Esselte Corporation June 2007 - March 2008
Hospice Care Network March 2007 - September 2007
Creative Lighting Fixtures Co. Inc June 2004 - August 2004
Skills
Microsoft Excel, PeopleSoft, Business Objects, PeopleSoft reporting, ADP, Taleo, Microsoft Access, PowerPoint, Excel, Compensation..., Compensation, Microsoft Office, Forecasting, Talent Acquisition, Applicant Tracking..., Human Capital Management, Workforce Planning, HRIS, Management, Talent Management, Recruiting, Employee Relations, Access, Deferred Compensation, ADP Payroll, Human Resources, Personnel Management, Leadership
Education
Adelphi University
Bachelor of Business Administration (B.B.A.)
Adelphi University
Master of Business Administration (M.B.A.)
First Data Corporation August 2012 - Present
Credit Suisse September 2011 - September 2012
Conde Nast November 2010 - September 2011
Morgan Stanley March 2008 - November 2010
Esselte Corporation June 2007 - March 2008
Hospice Care Network March 2007 - September 2007
Creative Lighting Fixtures Co. Inc June 2004 - August 2004
Skills
Microsoft Excel, PeopleSoft, Business Objects, PeopleSoft reporting, ADP, Taleo, Microsoft Access, PowerPoint, Excel, Compensation..., Compensation, Microsoft Office, Forecasting, Talent Acquisition, Applicant Tracking..., Human Capital Management, Workforce Planning, HRIS, Management, Talent Management, Recruiting, Employee Relations, Access, Deferred Compensation, ADP Payroll, Human Resources, Personnel Management, Leadership
Education
Adelphi University
Bachelor of Business Administration (B.B.A.)
Adelphi University
Master of Business Administration (M.B.A.)
Mostapha El Shafey Mostapha El Shafey's Morgan Stanley Experience July 2014 - Present
Job Technology Consultant at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley July 2014 - Present
Viion Systems Inc. September 2011 - January 2014
L-1 Identity Solutions August 2008 - August 2011
Intel Corporation July 2007 - September 2007
Mentor Graphics August 2006 - September 2006
Skills
Python, C++, Linux, Visual Studio, Java, C#, OpenGL, .NET, Open Source, Mobile Devices, Android, gSOAP, Web Services, 3D, WPF, JavaScript, jQuery
Education
Ain Shams University 2003 — 2008
B.Sc., Computer Engineering
Morgan Stanley July 2014 - Present
Viion Systems Inc. September 2011 - January 2014
L-1 Identity Solutions August 2008 - August 2011
Intel Corporation July 2007 - September 2007
Mentor Graphics August 2006 - September 2006
Skills
Python, C++, Linux, Visual Studio, Java, C#, OpenGL, .NET, Open Source, Mobile Devices, Android, gSOAP, Web Services, 3D, WPF, JavaScript, jQuery
Education
Ain Shams University 2003 — 2008
B.Sc., Computer Engineering
Peni Landisi Peni Landisi's Morgan Stanley Experience July 1997 - December 2002
Job Innovative, Assertive and ResultsDriven Management Professional
Industry Financial Services
Experience
Peni Landisi LLC January 2012 - Present
Jagercor Energy Corp May 2014 - May 2015
Chapdelaine Credit Partners February 2009 - January 2011
ARX Investment Management, LP December 2002 - August 2008
Morgan Stanley July 1997 - December 2002
Skills
Strategic Planning, Investor Relations, Space Planning, Back Office, Bonds, Credit, Derivatives, Loans, Securities, Fixed Income, Customer Relations, Risk Management, Asset, Capital Markets, Middle Office, Debt, Compliance, Risk, Leveraged Finance, Bloomberg, Business Strategy, Analytics, Operations Management, Hedge Funds, Fixed Income Trading, Settlement, Reconciliation, Policy, Market Data, Financial Markets, Credit Risk, Settlements, Credit Derivatives, Operational Risk, Trading Systems, CDS, Executive Management, Fund Administration, Financial Reporting, Swaps, Vendor Management, Business Analysis, Corporate Actions, Analysis, Buy-side, Bloomberg Terminal, Performance Measurement, Proprietary Trading, High Yield, Fixed Income Products
Education
Adelphi University
BA History, History
Peni Landisi LLC January 2012 - Present
Jagercor Energy Corp May 2014 - May 2015
Chapdelaine Credit Partners February 2009 - January 2011
ARX Investment Management, LP December 2002 - August 2008
Morgan Stanley July 1997 - December 2002
Skills
Strategic Planning, Investor Relations, Space Planning, Back Office, Bonds, Credit, Derivatives, Loans, Securities, Fixed Income, Customer Relations, Risk Management, Asset, Capital Markets, Middle Office, Debt, Compliance, Risk, Leveraged Finance, Bloomberg, Business Strategy, Analytics, Operations Management, Hedge Funds, Fixed Income Trading, Settlement, Reconciliation, Policy, Market Data, Financial Markets, Credit Risk, Settlements, Credit Derivatives, Operational Risk, Trading Systems, CDS, Executive Management, Fund Administration, Financial Reporting, Swaps, Vendor Management, Business Analysis, Corporate Actions, Analysis, Buy-side, Bloomberg Terminal, Performance Measurement, Proprietary Trading, High Yield, Fixed Income Products
Education
Adelphi University
BA History, History
Donald Bynum Donald Bynum's Morgan Stanley Experience 1994 - 2008
Job Director of Facilities at Unique People Services
Industry Financial Services
Experience
Unique People Services January 2009 - Present
Morgan Stanley 1994 - 2008
Education
Adelphi University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Unique People Services January 2009 - Present
Morgan Stanley 1994 - 2008
Education
Adelphi University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Jesse Rosenthal's Morgan Stanley Experience September 2014 - April 2015
Job Associate at Q6 Advisors and Owner of Rose Fitness NY
Industry Financial Services
Experience
Q6 Advisors, Inc. May 2015 - Present
RoseFitnessNY.com - your personal trainer nyc June 2015 - Present
Morgan Stanley September 2014 - April 2015
Equinox July 2014 - October 2014
Sabre Real Estate Group May 2014 - August 2014
Integrated Fitness Solution January 2014 - July 2014
Island Garden Basketball October 2013 - May 2014
Adephi University Athletic Department September 2011 - May 2014
Hudson Valley Renegades June 2012 - August 2012
My Sports Dreams Fundraising January 2012 - February 2012
Skills
Time Management, Leadership, Personal Training, Entrepreneurship, Social Media, Fitness, Sales, Strength Training, Weight Training, Sport Specific Training, Microsoft Office, Communication, Highly motivated..., Success Driven, Teamwork, Performance Motivation, Discipline, Social Networking, Training, PowerPoint, Microsoft Word, Sports Nutrition
Education
Adelphi University 2011 — 2015
Bachelor of Science (BS) 2015, Sports Management, 3.7 GPA Cumulative
Q6 Advisors, Inc. May 2015 - Present
RoseFitnessNY.com - your personal trainer nyc June 2015 - Present
Morgan Stanley September 2014 - April 2015
Equinox July 2014 - October 2014
Sabre Real Estate Group May 2014 - August 2014
Integrated Fitness Solution January 2014 - July 2014
Island Garden Basketball October 2013 - May 2014
Adephi University Athletic Department September 2011 - May 2014
Hudson Valley Renegades June 2012 - August 2012
My Sports Dreams Fundraising January 2012 - February 2012
Skills
Time Management, Leadership, Personal Training, Entrepreneurship, Social Media, Fitness, Sales, Strength Training, Weight Training, Sport Specific Training, Microsoft Office, Communication, Highly motivated..., Success Driven, Teamwork, Performance Motivation, Discipline, Social Networking, Training, PowerPoint, Microsoft Word, Sports Nutrition
Education
Adelphi University 2011 — 2015
Bachelor of Science (BS) 2015, Sports Management, 3.7 GPA Cumulative
Julia Yue Shen's Morgan Stanley Experience May 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Crimson Hexagon June 2013 - July 2013
Balentine September 2010 - December 2010
Accenture June 2010 - July 2010
KPMG Audit July 2009 - August 2009
Skills
Financial Modeling, Economics, Stata, Probability, Film Production, Mandarin, Financial Analysis, Equities, Leadership, Investments
Education
Brown University 2010 — 2012
AB, Economics
Agnes Scott College 2008 — 2012
High School Affiliated to Nanjing Normal University 2005 — 2008
Morgan Stanley May 2014 - Present
Crimson Hexagon June 2013 - July 2013
Balentine September 2010 - December 2010
Accenture June 2010 - July 2010
KPMG Audit July 2009 - August 2009
Skills
Financial Modeling, Economics, Stata, Probability, Film Production, Mandarin, Financial Analysis, Equities, Leadership, Investments
Education
Brown University 2010 — 2012
AB, Economics
Agnes Scott College 2008 — 2012
High School Affiliated to Nanjing Normal University 2005 — 2008
Gabriel Winter's Morgan Stanley Experience May 2011 - November 2011
Job Financial Advisor, Entrepreneur, Marketing and Small Business Enthusiast
Industry Financial Services
Experience
Local Community Board September 2009 - Present
Heritage Financial Services July 2015 - August 2015
Rick Anderson Enterprises, Inc. (Rick A. Anderson Image Gallery) September 2014 - November 2014
JR Roofing, LLC July 2012 - July 2014
J.P. Morgan February 2012 - July 2012
Morgan Stanley May 2011 - November 2011
JP Morgan Chase November 2009 - May 2011
Bank of America January 2007 - November 2009
Army National Guard October 1999 - October 2007
Veterans Administration January 2004 - May 2005
Skills
Account Management, Loans, Banking, Customer Relations, Customer Service, Real Estate, Problem Solving, Microsoft Office, Research, Team Building, Event Planning, Start-ups, Small Business, Social Media Marketing, Social Media, Administration, Writing, Coaching, Mentoring, Investments, Asset Management, Insurance, Negotiation, Accounting, Public Relations, Content Writing, Business Development, People Development, Retail, Process Improvement, Management, Sales Management, Team Leadership, Analysis, Training, Contract Negotiation, Marketing Strategy, Integration, Sales, Strategic Planning, Project Planning, Leadership, Risk Management, Business Planning, Budgets, Data Analysis, Selling, New Business Development, Marketing, Time Management
Education
Academy of Art University 2013 — 2016
Master's degree in Fine Arts, Web Design and New Media
University for Study Abroad Consortium 2006 — 2006
Spanish Study in Costa Rica, Spanish Immersion
University of Iowa 2003 — 2006
B.A. in Communications/Business Administration, Public Relations, Marketing, Capital Acquisitions, Entrepreneurship, Management, Economics
Des Moines Area Community College 1999 — 2001
Liberal Arts, General Education, Creative Writing, Humanities, Psychology, Arts, and Business
Local Community Board September 2009 - Present
Heritage Financial Services July 2015 - August 2015
Rick Anderson Enterprises, Inc. (Rick A. Anderson Image Gallery) September 2014 - November 2014
JR Roofing, LLC July 2012 - July 2014
J.P. Morgan February 2012 - July 2012
Morgan Stanley May 2011 - November 2011
JP Morgan Chase November 2009 - May 2011
Bank of America January 2007 - November 2009
Army National Guard October 1999 - October 2007
Veterans Administration January 2004 - May 2005
Skills
Account Management, Loans, Banking, Customer Relations, Customer Service, Real Estate, Problem Solving, Microsoft Office, Research, Team Building, Event Planning, Start-ups, Small Business, Social Media Marketing, Social Media, Administration, Writing, Coaching, Mentoring, Investments, Asset Management, Insurance, Negotiation, Accounting, Public Relations, Content Writing, Business Development, People Development, Retail, Process Improvement, Management, Sales Management, Team Leadership, Analysis, Training, Contract Negotiation, Marketing Strategy, Integration, Sales, Strategic Planning, Project Planning, Leadership, Risk Management, Business Planning, Budgets, Data Analysis, Selling, New Business Development, Marketing, Time Management
Education
Academy of Art University 2013 — 2016
Master's degree in Fine Arts, Web Design and New Media
University for Study Abroad Consortium 2006 — 2006
Spanish Study in Costa Rica, Spanish Immersion
University of Iowa 2003 — 2006
B.A. in Communications/Business Administration, Public Relations, Marketing, Capital Acquisitions, Entrepreneurship, Management, Economics
Des Moines Area Community College 1999 — 2001
Liberal Arts, General Education, Creative Writing, Humanities, Psychology, Arts, and Business
Jessica LaSpisa's Morgan Stanley Experience February 1999 - June 2001
Job Executive Assistant at P&F Industries, Inc.
Industry Executive Office
Experience
P&F Industries, Inc. August 2012 - Present
Garden City Group April 2004 - September 2007
Fiduciary Trust Company June 2001 - March 2004
Morgan Stanley February 1999 - June 2001
Landesbank Hessen Thuringen ("Helaba") August 1995 - February 1999
Skills
Administrative..., Executive..., Microsoft Office, Financial Reporting, Payroll, Bookkeeping, Microsoft Word, Administrative..., Performance Measurement, Marketing, Sales
Education
Adelphi University 1991 — 1995
Bachelor of Business Administration (BBA)
Lycee Francais de New York 1978 — 1991
Pre-Baccalaureate
P&F Industries, Inc. August 2012 - Present
Garden City Group April 2004 - September 2007
Fiduciary Trust Company June 2001 - March 2004
Morgan Stanley February 1999 - June 2001
Landesbank Hessen Thuringen ("Helaba") August 1995 - February 1999
Skills
Administrative..., Executive..., Microsoft Office, Financial Reporting, Payroll, Bookkeeping, Microsoft Word, Administrative..., Performance Measurement, Marketing, Sales
Education
Adelphi University 1991 — 1995
Bachelor of Business Administration (BBA)
Lycee Francais de New York 1978 — 1991
Pre-Baccalaureate
Chris Veracka Chris Veracka's Morgan Stanley Experience January 2014 - Present
Job Sourcing Manager at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley February 2013 - January 2014
Adelphi University January 2011 - May 2013
H2M May 2011 - September 2012
H2M August 2011 - December 2011
H2M Labs May 2011 - August 2011
Contour Mortgage Corporation January 2005 - May 2011
Skills
Environmental Awareness, Environmental Science, Groundwater, Phase I, Remediation, Environmental Impact..., Renewable Energy, Sampling, RCRA, Marketing Strategy, Microsoft Office, Social Media, Facebook, Photoshop, Sustainable Energy, Project Management, Environmental..., Social Media Marketing, Marketing, Public Speaking, Environmental Consulting, Environmental Compliance
Education
Adelphi University 2011 — 2013
Master's Degree, Environmental Science, Current GPA: 3.94
Ithaca College 2000 — 2003
Bachelor of Science, Communications: Video Production
Morgan Stanley January 2014 - Present
Morgan Stanley February 2013 - January 2014
Adelphi University January 2011 - May 2013
H2M May 2011 - September 2012
H2M August 2011 - December 2011
H2M Labs May 2011 - August 2011
Contour Mortgage Corporation January 2005 - May 2011
Skills
Environmental Awareness, Environmental Science, Groundwater, Phase I, Remediation, Environmental Impact..., Renewable Energy, Sampling, RCRA, Marketing Strategy, Microsoft Office, Social Media, Facebook, Photoshop, Sustainable Energy, Project Management, Environmental..., Social Media Marketing, Marketing, Public Speaking, Environmental Consulting, Environmental Compliance
Education
Adelphi University 2011 — 2013
Master's Degree, Environmental Science, Current GPA: 3.94
Ithaca College 2000 — 2003
Bachelor of Science, Communications: Video Production
Jehmal Hudson Jehmal Hudson's Morgan Stanley Experience September 1998 - July 2003
Job Congressional Liaison/Intergovernmental Affairs LiaisonFederal Energy Regulatory Commission
Industry Legislative Office
Experience
United States Congress May 2010 - Present
House Democratic Caucus March 2009 - May 2010
United States Congress 2006 - 2010
Congresswoman Yvette Clarke 2007 - 2009
Obama for America August 2008 - November 2008
United States Senator Hillary Rodham Clinton December 2005 - December 2006
Vermont Law School 2003 - 2006
Morgan Stanley September 1998 - July 2003
Skills
Legislative, Legislative Research, Constituent Services, Legislation, Congress, Legislative Analysis, Hearings, Talking Points, Governmental Affairs, Public Policy, Government Relations, Government Affairs, Federal Agencies, Issue Advocacy, Legislative Tracking, Energy, Policy Analysis, Government, Politics, Policy, Government Liaison, Legislative Advocacy, Administrative Law, Congressional
Education
Vermont Law School 2003 — 2006
Doctor of Law (JD)
Adelphi University
Bachelor of Arts (B.A.)
Canarsie High School
DePaul University
I.S. 364
P.S. 306 Ethan Allen Elementary School
United States Congress May 2010 - Present
House Democratic Caucus March 2009 - May 2010
United States Congress 2006 - 2010
Congresswoman Yvette Clarke 2007 - 2009
Obama for America August 2008 - November 2008
United States Senator Hillary Rodham Clinton December 2005 - December 2006
Vermont Law School 2003 - 2006
Morgan Stanley September 1998 - July 2003
Skills
Legislative, Legislative Research, Constituent Services, Legislation, Congress, Legislative Analysis, Hearings, Talking Points, Governmental Affairs, Public Policy, Government Relations, Government Affairs, Federal Agencies, Issue Advocacy, Legislative Tracking, Energy, Policy Analysis, Government, Politics, Policy, Government Liaison, Legislative Advocacy, Administrative Law, Congressional
Education
Vermont Law School 2003 — 2006
Doctor of Law (JD)
Adelphi University
Bachelor of Arts (B.A.)
Canarsie High School
DePaul University
I.S. 364
P.S. 306 Ethan Allen Elementary School
E. Lenka Dewa, PE E. Lenka Dewa, PE's Morgan Stanley Experience 2001 - 2001
Job Chairman, CEO & Founder at GlobAf Capital
Industry Venture Capital & Private Equity
Experience
GlobAf Capital December 2011 - Present
GlobAf Development June 2007 - Present
Rockwood Capital, LLC August 2004 - June 2007
GlobAf Group, Inc. September 2003 - August 2004
CH2M Hill, Inc. September 2002 - September 2003
Morgan Stanley 2001 - 2001
Carter & Burgess, Inc September 1998 - June 2000
Kiewit Construction September 1991 - September 1998
Perini Corporation September 1990 - September 1991
Asea Brown Boveri, Inc (ABB) September 1989 - September 1990
Skills
Real Estate Investment, Due Diligence, Private Equity, Asset Management, Valuation, Project Finance, Financial Analysis, Corporate Finance, Financial Modeling, Venture Capital, Emerging Markets, Business Strategy, Real Estate, Entrepreneurship, Investment Banking, Structuring, Mergers, Investments, Capital Markets, Funding, Strategic Planning, Debt, Executive Management, Equities, Corporate Development, Real Estate Development, Negotiation, International Business, Financial Markets, Renewable Energy, Portfolio Management, Asset Managment, Cross-functional Team..., Financial Structuring, Mergers & Acquisitions, Strategy, Management, Finance, Real Estate Economics, Real Estate Private..., Business Planning, Restructuring, Joint Ventures, Structured Finance, Deal Sourcing, Real Estate Financing, Private Placements, Start-ups, Angel Investing, Investment Properties
Education
Coursera 2014 — 2014
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Northeastern University 1986 — 1989
MS
Northeastern University 1981 — 1985
BSCE, Summa Cum Laude
Albany College 1980 — 1981
A Levels
Ahmadu Bello University 1979 — 1980
SBS
King's College Lagos 1974 — 1979
WASC
Coursera
GlobAf Capital December 2011 - Present
GlobAf Development June 2007 - Present
Rockwood Capital, LLC August 2004 - June 2007
GlobAf Group, Inc. September 2003 - August 2004
CH2M Hill, Inc. September 2002 - September 2003
Morgan Stanley 2001 - 2001
Carter & Burgess, Inc September 1998 - June 2000
Kiewit Construction September 1991 - September 1998
Perini Corporation September 1990 - September 1991
Asea Brown Boveri, Inc (ABB) September 1989 - September 1990
Skills
Real Estate Investment, Due Diligence, Private Equity, Asset Management, Valuation, Project Finance, Financial Analysis, Corporate Finance, Financial Modeling, Venture Capital, Emerging Markets, Business Strategy, Real Estate, Entrepreneurship, Investment Banking, Structuring, Mergers, Investments, Capital Markets, Funding, Strategic Planning, Debt, Executive Management, Equities, Corporate Development, Real Estate Development, Negotiation, International Business, Financial Markets, Renewable Energy, Portfolio Management, Asset Managment, Cross-functional Team..., Financial Structuring, Mergers & Acquisitions, Strategy, Management, Finance, Real Estate Economics, Real Estate Private..., Business Planning, Restructuring, Joint Ventures, Structured Finance, Deal Sourcing, Real Estate Financing, Private Placements, Start-ups, Angel Investing, Investment Properties
Education
Coursera 2014 — 2014
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Northeastern University 1986 — 1989
MS
Northeastern University 1981 — 1985
BSCE, Summa Cum Laude
Albany College 1980 — 1981
A Levels
Ahmadu Bello University 1979 — 1980
SBS
King's College Lagos 1974 — 1979
WASC
Coursera
Heron Mia Heron Mia's Morgan Stanley Experience August 2006 - August 2008
Job Principal System Administrator at VFA
Industry Information Technology and Services
Experience
VFA August 2012 - Present
Altus Group August 2008 - August 2012
Morgan Stanley August 2006 - August 2008
NEXGEN DATA SOLUTIONS May 2005 - January 2006
IBM SOFTWARE LAB May 2000 - September 2001
Skills
Microsoft SQL Server, System Administration, Oracle, SDLC, SQL, Databases, C#, IIS, Linux, VMware, Perl, Windows Server, Unix, Servers, Solution Architecture, SharePoint, Software Documentation, ITIL
Education
Acadia University 1999 — 2002
Bsc, Computer Science
VFA August 2012 - Present
Altus Group August 2008 - August 2012
Morgan Stanley August 2006 - August 2008
NEXGEN DATA SOLUTIONS May 2005 - January 2006
IBM SOFTWARE LAB May 2000 - September 2001
Skills
Microsoft SQL Server, System Administration, Oracle, SDLC, SQL, Databases, C#, IIS, Linux, VMware, Perl, Windows Server, Unix, Servers, Solution Architecture, SharePoint, Software Documentation, ITIL
Education
Acadia University 1999 — 2002
Bsc, Computer Science
Joshua Shek Joshua Shek's Morgan Stanley Experience November 2012 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Citi Global Capital Markets August 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Skills
Series 7, Series 24, Series 63, Series 55, Bloomberg, Microsoft Office, SPSS
Education
Adelphi University - Robert B. Willumstad School of Business 2010 — 2012
MBA, Finance
Adelphi University 2009 — 2011
MS, Biology & Biotechnology
Lafayette College 2005 — 2009
BA, Economics & Business, Chemistry
CFA Program
2016 Level II Candidate in the CFA Program
Morgan Stanley November 2012 - Present
Citi Global Capital Markets August 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Skills
Series 7, Series 24, Series 63, Series 55, Bloomberg, Microsoft Office, SPSS
Education
Adelphi University - Robert B. Willumstad School of Business 2010 — 2012
MBA, Finance
Adelphi University 2009 — 2011
MS, Biology & Biotechnology
Lafayette College 2005 — 2009
BA, Economics & Business, Chemistry
CFA Program
2016 Level II Candidate in the CFA Program
Alexa Goncalves Alexa Goncalves's Morgan Stanley Experience 2005 - 2010
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Credit Suisse 2011 - 2014
Morgan Stanley 2005 - 2010
Deloitte & Touche 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
AML, Due Diligence, Securities, KYC, Financial Services, Investment Banking, Risk Management, Equities, Capital Markets, Hedge Funds, Anti Money Laundering, Financial Risk, Banking, Fixed Income, Corporate Governance, Management
Education
Adelphi University
BA, History
New York University
Certificate, Human Resources
New York University
Certificate, Equal Employment Opportunity
New York University
Certificate, Ethics and Corporate Governance
Wells Fargo September 2014 - Present
Credit Suisse 2011 - 2014
Morgan Stanley 2005 - 2010
Deloitte & Touche 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
AML, Due Diligence, Securities, KYC, Financial Services, Investment Banking, Risk Management, Equities, Capital Markets, Hedge Funds, Anti Money Laundering, Financial Risk, Banking, Fixed Income, Corporate Governance, Management
Education
Adelphi University
BA, History
New York University
Certificate, Human Resources
New York University
Certificate, Equal Employment Opportunity
New York University
Certificate, Ethics and Corporate Governance
Emilie DiPrato Emilie DiPrato's Morgan Stanley Experience April 2004 - February 2009
Job Vice President Corporate Marketing, Roadshow Coordinator at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2009 - October 2014
Morgan Stanley April 2004 - February 2009
Morgan Stanley August 1996 - March 2004
Ernst & Young January 1995 - August 1996
Mudge Rose Guthrie Alexander & Ferdon May 1993 - December 1994
Education
Adelphi University
Certificate with Honors, Lawyers Assistant Program
Marist College
BS, Criminal Justice
JP Morgan Chase August 2009 - October 2014
Morgan Stanley April 2004 - February 2009
Morgan Stanley August 1996 - March 2004
Ernst & Young January 1995 - August 1996
Mudge Rose Guthrie Alexander & Ferdon May 1993 - December 1994
Education
Adelphi University
Certificate with Honors, Lawyers Assistant Program
Marist College
BS, Criminal Justice
Rebecca Harter's Morgan Stanley Experience June 2011 - October 2012
Job Administrative Assistant
Industry Mental Health Care
Experience
Eastern Hills Community Church July 2014 - August 2015
Cherry Creek School District December 2014 - May 2015
Denver Children's Home December 2013 - June 2014
Abraham Lincoln High School August 2013 - December 2013
Proveyendo a Mi Hermano November 2012 - March 2013
Morgan Stanley June 2011 - October 2012
Skills
History, Spanish, Public Speaking, PowerPoint, Education, Coaching, Youth Mentoring, Nonprofits, Higher Education, Teaching, Fundraising, Facebook, Program Development
Education
Adams State University 2015 — 2017
Master's degree, Counselor Education/School Counseling and Guidance Services & Mental Health
University of Colorado at Boulder 2009 — 2012
Bachelor of Arts (BA), History
Grandview High School 2006 — 2009
Eastern Hills Community Church July 2014 - August 2015
Cherry Creek School District December 2014 - May 2015
Denver Children's Home December 2013 - June 2014
Abraham Lincoln High School August 2013 - December 2013
Proveyendo a Mi Hermano November 2012 - March 2013
Morgan Stanley June 2011 - October 2012
Skills
History, Spanish, Public Speaking, PowerPoint, Education, Coaching, Youth Mentoring, Nonprofits, Higher Education, Teaching, Fundraising, Facebook, Program Development
Education
Adams State University 2015 — 2017
Master's degree, Counselor Education/School Counseling and Guidance Services & Mental Health
University of Colorado at Boulder 2009 — 2012
Bachelor of Arts (BA), History
Grandview High School 2006 — 2009
Manjuram Perumalla's Morgan Stanley Experience June 2011 - February 2013
Job IT Consultant
Industry Financial Services
Experience
COR Clearing LLC September 2013 - Present
Investlab March 2013 - September 2013
Morgan Stanley June 2011 - February 2013
Interactive Data Corporation February 2011 - May 2011
FireScope, Inc. November 2007 - January 2011
Nexa Technologies December 2003 - October 2007
Valubond October 2000 - February 2002
Verizon 1999 - 2000
Skills
Ant, Java Enterprise Edition, Spring, Agile Methodologies, Unix, Java, Architecture, Hibernate, JDBC, JMS, Web Services, Sybase, Weblogic, Eclipse, OOP, SOAP, MySQL, SQL, Maven, Tomcat, REST, EJB, Test Driven Development, SOA, Object Oriented Design, Architectures
Education
Acharya Nagarjuna University 1987 — 1991
B.S., Computer Science
VRS Enginnering College 1987 — 1991
B.Tech, Computer Science
COR Clearing LLC September 2013 - Present
Investlab March 2013 - September 2013
Morgan Stanley June 2011 - February 2013
Interactive Data Corporation February 2011 - May 2011
FireScope, Inc. November 2007 - January 2011
Nexa Technologies December 2003 - October 2007
Valubond October 2000 - February 2002
Verizon 1999 - 2000
Skills
Ant, Java Enterprise Edition, Spring, Agile Methodologies, Unix, Java, Architecture, Hibernate, JDBC, JMS, Web Services, Sybase, Weblogic, Eclipse, OOP, SOAP, MySQL, SQL, Maven, Tomcat, REST, EJB, Test Driven Development, SOA, Object Oriented Design, Architectures
Education
Acharya Nagarjuna University 1987 — 1991
B.S., Computer Science
VRS Enginnering College 1987 — 1991
B.Tech, Computer Science
Arthur Wasson's Morgan Stanley Experience April 2008 - July 2009
Job SVP, Global Treasury Management at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Nishit Thakkar's Morgan Stanley Experience May 2005 - September 2005
Job Expert in Cost Reduction Strategies
Industry Financial Services
Experience
Credit Suisse May 2006 - Present
Golden First Mortgage Corporation January 2006 - May 2006
Morgan Stanley May 2005 - September 2005
Education
Adelphi University 2004 — 2006
MBA, Finance
Credit Suisse May 2006 - Present
Golden First Mortgage Corporation January 2006 - May 2006
Morgan Stanley May 2005 - September 2005
Education
Adelphi University 2004 — 2006
MBA, Finance
Ross M. Goldfarb's Morgan Stanley Experience 2014 - 2014
Job HR Business Partner, Global Operations at MetLife
Industry Human Resources
Experience
MetLife 2015 - Present
Morgan Stanley 2014 - 2014
AIG 2012 - 2014
AIG 2011 - 2012
AIG 2008 - 2011
AIG 2006 - 2008
Paychex 2005 - 2006
Skills
HR Policies, Organizational..., Recruiting, Change Management, Workforce Planning, Organizational Design, Human Resources, Employee Engagement, Employee Relations, Succession Planning, Talent Management, Talent Acquisition, Coaching, Strategic Partnerships, Strategic Planning, Business Transformation, Performance Management, Onboarding, HRIS, Program Management, Management, Vendor Management, Career Development
Education
Adelphi University
Master of Business Administration (M.B.A.)
St. John's University
Bachelor's Degree
MetLife 2015 - Present
Morgan Stanley 2014 - 2014
AIG 2012 - 2014
AIG 2011 - 2012
AIG 2008 - 2011
AIG 2006 - 2008
Paychex 2005 - 2006
Skills
HR Policies, Organizational..., Recruiting, Change Management, Workforce Planning, Organizational Design, Human Resources, Employee Engagement, Employee Relations, Succession Planning, Talent Management, Talent Acquisition, Coaching, Strategic Partnerships, Strategic Planning, Business Transformation, Performance Management, Onboarding, HRIS, Program Management, Management, Vendor Management, Career Development
Education
Adelphi University
Master of Business Administration (M.B.A.)
St. John's University
Bachelor's Degree
Diane Young's Morgan Stanley Experience 1996 - 2001
Job Vice President, Brokerage Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2012 - 2015
Kapstone Consultants 2010 - 2012
TD Ameritrade 2005 - 2010
Mellon Financial Corporation 2002 - 2005
Morgan Stanley 1996 - 2001
Merrill Lynch 1986 - 1996
Skills
Marketing Strategy, Wealth Management, Series 7, Series 63, Retirement Planning, Strategy, Financial Advisory, Portfolio Management, Product Marketing, Mutual Funds, Risk Management, Business Development, Equities, Financial Services, Financial Modeling, Marketing, Retirement, Asset Management, Strategic Financial..., Investments, Leadership, FINRA, Securities, Asset Allocation, Financial Planning, Series 24, Banking
Education
Adelphi University
BA, Political Science
E*TRADE Financial 2012 - 2015
Kapstone Consultants 2010 - 2012
TD Ameritrade 2005 - 2010
Mellon Financial Corporation 2002 - 2005
Morgan Stanley 1996 - 2001
Merrill Lynch 1986 - 1996
Skills
Marketing Strategy, Wealth Management, Series 7, Series 63, Retirement Planning, Strategy, Financial Advisory, Portfolio Management, Product Marketing, Mutual Funds, Risk Management, Business Development, Equities, Financial Services, Financial Modeling, Marketing, Retirement, Asset Management, Strategic Financial..., Investments, Leadership, FINRA, Securities, Asset Allocation, Financial Planning, Series 24, Banking
Education
Adelphi University
BA, Political Science
Kathy Bee's Morgan Stanley Experience April 2005 - October 2005
Job 1st grade teacher at Roosevelt Children's Academy Charter School
Industry Primary/Secondary Education
Experience
Roosevelt Children's Academy Charter School September 2012 - March 2013
MBF CC/ Asset MGMT January 2006 - November 2010
Morgan Stanley April 2005 - October 2005
Raymond James 2004 - 2004
Skills
Financial Analysis, Special Education, Elementary Education, Curriculum Development, Teaching, Lesson Planning, RTI, Coaching, Volunteer Management, Program Development, Strategic Planning, Training, PowerPoint, Microsoft Word, Classroom, Customer Service, Leadership Development, Leadership
Education
Adelphi University 2010 — 2012
Masters, Dual Certification in Elementary Education and Special Education
Elon University 2001 — 2005
Bachelor of Arts (BA), Corporate Communications and Economics
Roosevelt Children's Academy Charter School September 2012 - March 2013
MBF CC/ Asset MGMT January 2006 - November 2010
Morgan Stanley April 2005 - October 2005
Raymond James 2004 - 2004
Skills
Financial Analysis, Special Education, Elementary Education, Curriculum Development, Teaching, Lesson Planning, RTI, Coaching, Volunteer Management, Program Development, Strategic Planning, Training, PowerPoint, Microsoft Word, Classroom, Customer Service, Leadership Development, Leadership
Education
Adelphi University 2010 — 2012
Masters, Dual Certification in Elementary Education and Special Education
Elon University 2001 — 2005
Bachelor of Arts (BA), Corporate Communications and Economics
David Scantlebury's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley July 2012 - January 2014
Electronic Arts July 2011 - July 2012
Frontier Developments Ltd January 2011 - June 2011
Frontier Developments May 2008 - January 2011
Frontier Developments August 2002 - May 2008
Frontier Developments September 1999 - August 2002
Northrop Grumman, Reston VA, USA September 1993 - March 1999
Skills
Multithreading, Objective-C, C++, C#, Video Games, Game Development, Xbox 360, Win32 API, Cross-platform..., High Performance..., Debugging, Object Oriented Design, Performance Tuning, Java, Mobile Applications, Design Patterns, .NET, STL, Visual Studio, iOS development, MySQL, Web Services, SQL, Video Game Development, Memory Management, Win32, Assembly, Unity3D, UML, Cassandra, NoSQL, Unix, Spring, iPhone development, Python, Ehcache, AWS
Education
Aberystwyth University 1988 — 1992
Morgan Stanley January 2014 - Present
Morgan Stanley July 2012 - January 2014
Electronic Arts July 2011 - July 2012
Frontier Developments Ltd January 2011 - June 2011
Frontier Developments May 2008 - January 2011
Frontier Developments August 2002 - May 2008
Frontier Developments September 1999 - August 2002
Northrop Grumman, Reston VA, USA September 1993 - March 1999
Skills
Multithreading, Objective-C, C++, C#, Video Games, Game Development, Xbox 360, Win32 API, Cross-platform..., High Performance..., Debugging, Object Oriented Design, Performance Tuning, Java, Mobile Applications, Design Patterns, .NET, STL, Visual Studio, iOS development, MySQL, Web Services, SQL, Video Game Development, Memory Management, Win32, Assembly, Unity3D, UML, Cassandra, NoSQL, Unix, Spring, iPhone development, Python, Ehcache, AWS
Education
Aberystwyth University 1988 — 1992
Doron Eisenscher's Morgan Stanley Experience March 2001 - November 2001
Job Regional Vice President, Columbia Threadneedle Investments
Industry Financial Services
Experience
Eagle Asset Management June 2010 - March 2015
Munder Capital Management April 2005 - May 2010
National City Bank October 2003 - April 2005
R Block Financial Advisors January 2002 - October 2003
Morgan Stanley March 2001 - November 2001
Skills
Mutual Funds, Series 7, Retirement Planning, Portfolio Management, Investments
Education
Adrian College 1997 — 2000
Bachelors of Business Administration, Management Concentration
Eagle Asset Management June 2010 - March 2015
Munder Capital Management April 2005 - May 2010
National City Bank October 2003 - April 2005
R Block Financial Advisors January 2002 - October 2003
Morgan Stanley March 2001 - November 2001
Skills
Mutual Funds, Series 7, Retirement Planning, Portfolio Management, Investments
Education
Adrian College 1997 — 2000
Bachelors of Business Administration, Management Concentration
Paul Nuti's Morgan Stanley Experience February 2000 - November 2007
Job Senior Vice President at Amalgamated Bank
Industry Financial Services
Experience
Amalgamated Bank December 2009 - Present
Roni Deutch Tax Centers August 2008 - July 2011
Morgan Stanley February 2000 - November 2007
Morgan Stanley January 1998 - February 2000
Dean Witter 1984 - 1997
Skills
Strategic Planning, Product Development, Performance Improvement, Entrepreneurship, Strategy, Management, Marketing, Finance, New Business Development, Equities, Financial Modeling, Portfolio Management, Financial Reporting, Investments, Business Planning, Budgets
Education
University of California, Berkeley 1977 — 1981
Bachelor of Science, Economics
ABA Stonier Graduate School of Banking
Stonier Diploma
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
Amalgamated Bank December 2009 - Present
Roni Deutch Tax Centers August 2008 - July 2011
Morgan Stanley February 2000 - November 2007
Morgan Stanley January 1998 - February 2000
Dean Witter 1984 - 1997
Skills
Strategic Planning, Product Development, Performance Improvement, Entrepreneurship, Strategy, Management, Marketing, Finance, New Business Development, Equities, Financial Modeling, Portfolio Management, Financial Reporting, Investments, Business Planning, Budgets
Education
University of California, Berkeley 1977 — 1981
Bachelor of Science, Economics
ABA Stonier Graduate School of Banking
Stonier Diploma
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
Christine Baldino's Morgan Stanley Experience 2006 - April 2013
Job Talent Management Professional
Industry Professional Training & Coaching
Experience
ICAP February 2014 - Present
Morgan Stanley 2006 - April 2013
Skills
Leadership Development, Talent Management, Organizational..., Succession Planning, Executive Coaching, Employee Engagement, Onboarding, Performance Management, Change Management, Organizational..., Workforce Planning, Career Development, Management Development, Training, Management Consulting, Culture Change, Organizational Design, Workshop Facilitation
Education
Adelphi University 2004 — 2005
M.A., Industrial/Organizational Psychology
Hofstra University 2002 — 2003
B.A., Psychology
ICAP February 2014 - Present
Morgan Stanley 2006 - April 2013
Skills
Leadership Development, Talent Management, Organizational..., Succession Planning, Executive Coaching, Employee Engagement, Onboarding, Performance Management, Change Management, Organizational..., Workforce Planning, Career Development, Management Development, Training, Management Consulting, Culture Change, Organizational Design, Workshop Facilitation
Education
Adelphi University 2004 — 2005
M.A., Industrial/Organizational Psychology
Hofstra University 2002 — 2003
B.A., Psychology
Michael Cartier's Morgan Stanley Experience January 1999 - January 2000
Job Sr. Director, Technical Services at Broadridge Financial Solutions, Inc
Industry Information Technology and Services
Experience
Broadridge Financial Solutions, Inc January 2008 - Present
Rainbow Media 2001 - 2008
Dimension Data January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
Skills
Leadership, Management, Project Management, Systems Management, IT Audit, Endpoint Security, Network Administration, Windows Server, Active Directory, DNS management, Microsoft Exchange, SCCM, Symantec Endpoint..., McAfee Antivirus, Data Center, Servers, Disaster Recovery, Networking, VMware, Troubleshooting, IT Management, Security, Vendor Management
Education
Stevens Institute of Technology 2012 — 2013
Graduate Certificate, Information Technology Project Management
Adelphi University
Bachelor of Science, Business Management
Nassau Community College
Associate in Arts, Liberal Arts and Sciences, General Studies and Humanities
St. Francis Preparatory High School
High School
Broadridge Financial Solutions, Inc January 2008 - Present
Rainbow Media 2001 - 2008
Dimension Data January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
Skills
Leadership, Management, Project Management, Systems Management, IT Audit, Endpoint Security, Network Administration, Windows Server, Active Directory, DNS management, Microsoft Exchange, SCCM, Symantec Endpoint..., McAfee Antivirus, Data Center, Servers, Disaster Recovery, Networking, VMware, Troubleshooting, IT Management, Security, Vendor Management
Education
Stevens Institute of Technology 2012 — 2013
Graduate Certificate, Information Technology Project Management
Adelphi University
Bachelor of Science, Business Management
Nassau Community College
Associate in Arts, Liberal Arts and Sciences, General Studies and Humanities
St. Francis Preparatory High School
High School
Brandon Hoag's Morgan Stanley Experience June 2005 - March 2008
Job Vice President Asset Management at RED Development
Industry Commercial Real Estate
Experience
RED Development September 2012 - Present
Sundance Healthcare Services January 2011 - November 2012
Thackeray Partners April 2008 - August 2010
Morgan Stanley June 2005 - March 2008
COLUMN FINANCIAL, INC. (Credit Suisse First Boston Subsidiary) September 2004 - May 2005
Washington Mutual Bank February 2003 - August 2004
THE HOLT COMPANIES, INC May 2002 - February 2003
Goldman Sachs June 2001 - August 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - January 2000
Archon Group January 1997 - January 1998
Skills
Real Estate, Loan Origination, Asset Management, Securitization, Debt, Loans, Due Diligence, Investments, CMBS, Underwriting, Financial Analysis, Financial Modeling, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Operating Budgets, Commercial Real Estate..., Start-ups, Management, Real Estate Economics, Finance, Asset Managment, Leadership, Mergers & Acquisitions, Portfolio Management, Leases, Valuation, Business Planning, Acquisitions, Brokerage, Corporate Real Estate, Real Estate Development, Tenant, Joint Ventures, Investment Properties, Commercial Mortgages, Location Intelligence, Financial Structuring, Landlords, Real Estate Private...
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance
Abilene Christian University 1992 — 1996
BBA, Finance
RED Development September 2012 - Present
Sundance Healthcare Services January 2011 - November 2012
Thackeray Partners April 2008 - August 2010
Morgan Stanley June 2005 - March 2008
COLUMN FINANCIAL, INC. (Credit Suisse First Boston Subsidiary) September 2004 - May 2005
Washington Mutual Bank February 2003 - August 2004
THE HOLT COMPANIES, INC May 2002 - February 2003
Goldman Sachs June 2001 - August 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - January 2000
Archon Group January 1997 - January 1998
Skills
Real Estate, Loan Origination, Asset Management, Securitization, Debt, Loans, Due Diligence, Investments, CMBS, Underwriting, Financial Analysis, Financial Modeling, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Operating Budgets, Commercial Real Estate..., Start-ups, Management, Real Estate Economics, Finance, Asset Managment, Leadership, Mergers & Acquisitions, Portfolio Management, Leases, Valuation, Business Planning, Acquisitions, Brokerage, Corporate Real Estate, Real Estate Development, Tenant, Joint Ventures, Investment Properties, Commercial Mortgages, Location Intelligence, Financial Structuring, Landlords, Real Estate Private...
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance
Abilene Christian University 1992 — 1996
BBA, Finance
William Mauceri's Morgan Stanley Experience November 2010 - Present
Job Graphics and Presentation Production
Industry Financial Services
Experience
Morgan Stanley November 2010 - Present
A Toute Heure April 2008 - July 2010
Tiger Information Systems, Inc May 1993 - July 2007
Tiger Information Systems May 1987 - July 2007
Tiger Information Systems 1982 - 2007
Tiger Informations Systems March 1995 - September 1999
Education
French Culinary Institute 2003 — 2004
Adelphi University 1980 — 1985
Universität Trier 1982 — 1983
German
Adelphi University
BA, German
Georgetown University
The French Culinary Institute
Arts
Universität Trier
Morgan Stanley November 2010 - Present
A Toute Heure April 2008 - July 2010
Tiger Information Systems, Inc May 1993 - July 2007
Tiger Information Systems May 1987 - July 2007
Tiger Information Systems 1982 - 2007
Tiger Informations Systems March 1995 - September 1999
Education
French Culinary Institute 2003 — 2004
Adelphi University 1980 — 1985
Universität Trier 1982 — 1983
German
Adelphi University
BA, German
Georgetown University
The French Culinary Institute
Arts
Universität Trier
Harish Sarma's Morgan Stanley Experience August 2011 - August 2014
Job Associate Director Global Media Distribution at National Basketball Association (NBA)
Industry Investment Banking
Experience
National Basketball Association (NBA) September 2014 - Present
Morgan Stanley August 2011 - August 2014
Morgan Stanley June 2010 - August 2010
Provenir Inc. March 2006 - August 2009
Adelphi University 2002 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Business Strategy, Risk Management, Capital Markets, Strategy, Financial Analysis, Management Consulting, Competitive Analysis, Due Diligence, Mergers, Investments, Business Analysis, Analytics, LBO, IPO, Equities, Fixed Income, Database Administration, OOP, Software Development, Project Management, Mergers & Acquisitions, Corporate Development, Finance, Consulting, Venture Capital, Management, Business Development
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA, Finance
IESE Business School - University of Navarra 2010 — 2010
Master of Business Administration (MBA)
Adelphi University 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Aga Khan Academy
National Basketball Association (NBA) September 2014 - Present
Morgan Stanley August 2011 - August 2014
Morgan Stanley June 2010 - August 2010
Provenir Inc. March 2006 - August 2009
Adelphi University 2002 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Business Strategy, Risk Management, Capital Markets, Strategy, Financial Analysis, Management Consulting, Competitive Analysis, Due Diligence, Mergers, Investments, Business Analysis, Analytics, LBO, IPO, Equities, Fixed Income, Database Administration, OOP, Software Development, Project Management, Mergers & Acquisitions, Corporate Development, Finance, Consulting, Venture Capital, Management, Business Development
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA, Finance
IESE Business School - University of Navarra 2010 — 2010
Master of Business Administration (MBA)
Adelphi University 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Aga Khan Academy
Elisa Korman's Morgan Stanley Experience October 1988 - August 1999
Job Vice President Charles Street Advisors, LLC
Industry Financial Services
Experience
MetLife April 2003 - June 2009
Smith Barney May 2001 - March 2003
Credit Suisse December 1999 - March 2001
Morgan Stanley October 1988 - August 1999
Skills
Fixed Annuities, Long-term Care, Retirement, Disability Insurance, Life Insurance, Asset Management, Portfolio Management, High Net Worth..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Insurance, Bonds, Wealth Management..., Fixed Income, Finance, Estate Planning, Securities, Trading, Options
Education
Adelphi University 1996 — 1999
Master of Business Administration (MBA), Banking & Financial Management (Distinction)
Vassar College 1982 — 1986
Bachelor of Arts (BA), Psychology
MetLife April 2003 - June 2009
Smith Barney May 2001 - March 2003
Credit Suisse December 1999 - March 2001
Morgan Stanley October 1988 - August 1999
Skills
Fixed Annuities, Long-term Care, Retirement, Disability Insurance, Life Insurance, Asset Management, Portfolio Management, High Net Worth..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Insurance, Bonds, Wealth Management..., Fixed Income, Finance, Estate Planning, Securities, Trading, Options
Education
Adelphi University 1996 — 1999
Master of Business Administration (MBA), Banking & Financial Management (Distinction)
Vassar College 1982 — 1986
Bachelor of Arts (BA), Psychology
Donna Fortunato's Morgan Stanley Experience 1982 - 1990
Job CoOwner at MarDona Specialty Foods, Ltd.
Industry Executive Office
Experience
Goldman Sachs January 1997 - Present
MarDona Specialty Foods, Ltd. November 2008 - Present
Concise Consultants Ltd. Vice President, OM, EAPierpont Group1990 - 1997
Morgan Stanley 1982 - 1990
Skills
Start-ups, Management Consulting, Business Strategy, E-commerce, New Business Development, Marketing Strategy, Web Development, Business Development, Software Development, IT Strategy, Architecture, Business Analysis, Agile Methodologies, Strategic Planning, Strategy, Coaching, Scrum, Account Management
Education
Berkeley College-New York 1976 — 1978
Associate of Arts (A.A.), Business Administration, Management and Operations
Adelphi University
Goldman Sachs January 1997 - Present
MarDona Specialty Foods, Ltd. November 2008 - Present
Concise Consultants Ltd. Vice President, OM, EAPierpont Group1990 - 1997
Morgan Stanley 1982 - 1990
Skills
Start-ups, Management Consulting, Business Strategy, E-commerce, New Business Development, Marketing Strategy, Web Development, Business Development, Software Development, IT Strategy, Architecture, Business Analysis, Agile Methodologies, Strategic Planning, Strategy, Coaching, Scrum, Account Management
Education
Berkeley College-New York 1976 — 1978
Associate of Arts (A.A.), Business Administration, Management and Operations
Adelphi University
Robert Hoppe's Morgan Stanley Experience 2007 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley 2007 - Present
Education
Adelphi University 1971 — 1977
Morgan Stanley 2007 - Present
Education
Adelphi University 1971 — 1977
sydnee miller's Morgan Stanley Experience October 2004 - December 2004
Job Buyer
Industry Retail
Experience
Sears Holdings Corporation March 2015 - Present
Gap Inc./Gap September 2013 - Present
Banana Republic / Gap Inc. April 2013 - September 2013
Gap Inc./Gap Inc. Direct May 2011 - March 2013
Gap Inc./Gap Inc. Direct June 2010 - April 2011
Gap Inc November 2005 - June 2010
Nordstrom-Savvy October 2003 - October 2005
Morgan Stanley October 2004 - December 2004
Calma September 2004 - December 2004
Skills
Merchandising, Trend Analysis, Fashion, Visual Merchandising, Trend, Product Development, Inventory Management, Customer Service, Sales, Customer Satisfaction, Microsoft Excel, Customer Support, Retail, Forecasting, Cross-functional Team..., Marketing Strategy, Inventory, Merchandise Planning, Pricing, Trade Shows, Apparel
Education
University of Southern California 2000 — 2004
B.S., International Relations
University of Southern California 2000 — 2004
BS, International Relations: Emphasis in Business, Marketing and French
Université de la Méditerranée (Aix-Marseille II) 2001 — 2002
French
Sears Holdings Corporation March 2015 - Present
Gap Inc./Gap September 2013 - Present
Banana Republic / Gap Inc. April 2013 - September 2013
Gap Inc./Gap Inc. Direct May 2011 - March 2013
Gap Inc./Gap Inc. Direct June 2010 - April 2011
Gap Inc November 2005 - June 2010
Nordstrom-Savvy October 2003 - October 2005
Morgan Stanley October 2004 - December 2004
Calma September 2004 - December 2004
Skills
Merchandising, Trend Analysis, Fashion, Visual Merchandising, Trend, Product Development, Inventory Management, Customer Service, Sales, Customer Satisfaction, Microsoft Excel, Customer Support, Retail, Forecasting, Cross-functional Team..., Marketing Strategy, Inventory, Merchandise Planning, Pricing, Trade Shows, Apparel
Education
University of Southern California 2000 — 2004
B.S., International Relations
University of Southern California 2000 — 2004
BS, International Relations: Emphasis in Business, Marketing and French
Université de la Méditerranée (Aix-Marseille II) 2001 — 2002
French
Gregory V. Murphy's Morgan Stanley Experience 2001 - 2003
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
Brinda Merhai's Morgan Stanley Experience VP, Financial SystemsMorgan StanleyJanuary 1990 - February 2008
Job Business Technology Manager / Project Manager
Industry Financial Services
Experience
Morgan Stanley VP, Financial SystemsMorgan StanleyJanuary 1990 - February 2008
Morgan Stanley 1997 - 1999
Morgan Stanley 1996 - 1997
Morgan Stanley 1990 - 1996
Education
New York University 2008 — 2009
Meeting, Conference and Event Management
Saint John's University 1996 — 1999
MBA, Information Systems, Business Administration
Adelphi University 1986 — 1990
BBA, Liberal Arts, Finance, Business Administration
Morgan Stanley VP, Financial SystemsMorgan StanleyJanuary 1990 - February 2008
Morgan Stanley 1997 - 1999
Morgan Stanley 1996 - 1997
Morgan Stanley 1990 - 1996
Education
New York University 2008 — 2009
Meeting, Conference and Event Management
Saint John's University 1996 — 1999
MBA, Information Systems, Business Administration
Adelphi University 1986 — 1990
BBA, Liberal Arts, Finance, Business Administration
Mirek Rypien's Morgan Stanley Experience April 2004 - January 2006
Job VP, Lead Security Risk Consultant
Industry Banking
Experience
Barclays November 2013 - Present
UBS July 2011 - October 2013
Morgan Stanley Smith Barney February 2006 - June 2011
Morgan Stanley April 2004 - January 2006
AT&T September 2002 - May 2004
Metrosoft April 1997 - August 2002
Heineken Grupa Zywiec September 1996 - June 1997
Skills
Secure SDLC, Information Security..., Information Security, CISSP, Penetration Testing, Vulnerability Assessment, Business Continuity, PCI DSS, Security Awareness, Application Security, IT Audit, Security, Security Audits, ISO 27001, Vulnerability Management, Security Architecture..., Computer Forensics, Enterprise Risk..., Risk Assessment, Risk Management, Cloud Computing, Enterprise Architecture, Security Policy, Unix, Web Application Security, Firewalls, Data Center, Disaster Recovery, Infrastructure, Solaris, Network Security, Operational Risk..., Incident Management, DNS, Infrastructure Security, Computer Security, IT Risk Management, Governance, Identity Management
Education
Akademia Górniczo-Hutnicza im. Stanisława Staszica w Krakowie 1992 — 1997
Master's degree
Barclays November 2013 - Present
UBS July 2011 - October 2013
Morgan Stanley Smith Barney February 2006 - June 2011
Morgan Stanley April 2004 - January 2006
AT&T September 2002 - May 2004
Metrosoft April 1997 - August 2002
Heineken Grupa Zywiec September 1996 - June 1997
Skills
Secure SDLC, Information Security..., Information Security, CISSP, Penetration Testing, Vulnerability Assessment, Business Continuity, PCI DSS, Security Awareness, Application Security, IT Audit, Security, Security Audits, ISO 27001, Vulnerability Management, Security Architecture..., Computer Forensics, Enterprise Risk..., Risk Assessment, Risk Management, Cloud Computing, Enterprise Architecture, Security Policy, Unix, Web Application Security, Firewalls, Data Center, Disaster Recovery, Infrastructure, Solaris, Network Security, Operational Risk..., Incident Management, DNS, Infrastructure Security, Computer Security, IT Risk Management, Governance, Identity Management
Education
Akademia Górniczo-Hutnicza im. Stanisława Staszica w Krakowie 1992 — 1997
Master's degree
Andrew Mohan's Morgan Stanley Experience April 2011 - Present
Job IT Security Project Mgr at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
Citi 1999 - April 2011
Citi 2006 - March 2011
Citi Markets & Banking 2006 - 2011
Chase 1999 - 2000
Chase 1999 - 2000
Chase 1999 - 2000
Skills
Vendor Management, Leadership, Risk Management, Business Analysis, Information Security, Business Continuity, IT Strategy, Governance, Project Management, Management, Program Management, Process Improvement, Financial Services
Education
Adelphi University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Adelphi University
Bachelor's degree B.B.A. Concentration in, Finance, General
Morgan Stanley April 2011 - Present
Citi 1999 - April 2011
Citi 2006 - March 2011
Citi Markets & Banking 2006 - 2011
Chase 1999 - 2000
Chase 1999 - 2000
Chase 1999 - 2000
Skills
Vendor Management, Leadership, Risk Management, Business Analysis, Information Security, Business Continuity, IT Strategy, Governance, Project Management, Management, Program Management, Process Improvement, Financial Services
Education
Adelphi University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Adelphi University
Bachelor's degree B.B.A. Concentration in, Finance, General
Hari Gundla's Morgan Stanley Experience September 2001 - October 2007
Job Business Analyst at Citigroup
Industry Financial Services
Experience
Citigroup June 2009 - Present
Merrill Lynch / Bank of America October 2007 - June 2009
Morgan Stanley September 2001 - October 2007
Tata Consultancy Services Ltd 1999 - 2007
Skills
Trading Systems, Electronic Trading, Market Data, Sybase, Equities, Reference Data, SDLC, Software Project..., Business Analysis, Equity Trading, Requirements Analysis, Unix, Trading
Education
University of Hyderabad 1997 — 1999
Master of Technology (M.Tech.), Computer Science
Nagarjuna University 1993 — 1997
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Citigroup June 2009 - Present
Merrill Lynch / Bank of America October 2007 - June 2009
Morgan Stanley September 2001 - October 2007
Tata Consultancy Services Ltd 1999 - 2007
Skills
Trading Systems, Electronic Trading, Market Data, Sybase, Equities, Reference Data, SDLC, Software Project..., Business Analysis, Equity Trading, Requirements Analysis, Unix, Trading
Education
University of Hyderabad 1997 — 1999
Master of Technology (M.Tech.), Computer Science
Nagarjuna University 1993 — 1997
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Jeff Meaney's Morgan Stanley Experience 2002 - 2005
Job Federal Reserve Bank of NY
Industry Financial Services
Experience
Federal Reserve Bank of New York February 2013 - Present
TIAA-CREF 2005 - January 2013
Morgan Stanley 2002 - 2005
Morgan Stanley 1999 - 2002
The Durst Organization 1988 - 1999
Skills
Executive Management, Strategic Planning, Executive Financial..., Relationship Management, Process Improvement, Public Speaking, Space-planning, Negotiation, Contract Negotiation, Change Management, Business Transformation, Coaching, Business Process..., Due Diligence, Strategy, Risk Assessment, Program Management, Leadership, Disaster Recovery, Crisis Management, Project Planning, Business Strategy, Team Building, Facilities Management, Financial Services, Outsourcing, Physical Security, Security Management, Information Security, Fraud, Project Management, Operations Management, Budgets, Business Continuity, Space planning, Business Analysis, Cross-functional Team..., Vendor Management, Human Resources, Management, Security, Corporate Security, Financial Risk, Business Continuity..., Portfolio Management, Security Awareness, Operational Risk..., Mergers & Acquisitions, Securities, Governance
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA)
Adelphi University 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Cathedral
Federal Reserve Bank of New York February 2013 - Present
TIAA-CREF 2005 - January 2013
Morgan Stanley 2002 - 2005
Morgan Stanley 1999 - 2002
The Durst Organization 1988 - 1999
Skills
Executive Management, Strategic Planning, Executive Financial..., Relationship Management, Process Improvement, Public Speaking, Space-planning, Negotiation, Contract Negotiation, Change Management, Business Transformation, Coaching, Business Process..., Due Diligence, Strategy, Risk Assessment, Program Management, Leadership, Disaster Recovery, Crisis Management, Project Planning, Business Strategy, Team Building, Facilities Management, Financial Services, Outsourcing, Physical Security, Security Management, Information Security, Fraud, Project Management, Operations Management, Budgets, Business Continuity, Space planning, Business Analysis, Cross-functional Team..., Vendor Management, Human Resources, Management, Security, Corporate Security, Financial Risk, Business Continuity..., Portfolio Management, Security Awareness, Operational Risk..., Mergers & Acquisitions, Securities, Governance
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA)
Adelphi University 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Cathedral
srikumar kantamneni's Morgan Stanley Experience February 2001 - April 2001
Job Systems Engineer at State of North Carolina
Industry Computer Software
Experience
State of North Carolina November 2013 - Present
Delhaize Group January 2009 - October 2013
Food Lion June 2007 - December 2008
Hanesbrands Inc. April 2005 - May 2007
Daimler Chrysler August 2004 - March 2005
IBM November 2002 - August 2004
GE Transportation June 2001 - October 2002
Morgan Stanley February 2001 - April 2001
Providian Financial July 2000 - December 2000
Blockbuster November 1999 - June 2000
Skills
WebSphere Application..., WebSphere MQ Series, WebSphere Message Broker, Solaris, Unix, AIX, Websphere, Oracle
Education
Andhra University 1995 — 1997
Acharya Nagarjuna University 1990 — 1994
engineering, B.Tech
State of North Carolina November 2013 - Present
Delhaize Group January 2009 - October 2013
Food Lion June 2007 - December 2008
Hanesbrands Inc. April 2005 - May 2007
Daimler Chrysler August 2004 - March 2005
IBM November 2002 - August 2004
GE Transportation June 2001 - October 2002
Morgan Stanley February 2001 - April 2001
Providian Financial July 2000 - December 2000
Blockbuster November 1999 - June 2000
Skills
WebSphere Application..., WebSphere MQ Series, WebSphere Message Broker, Solaris, Unix, AIX, Websphere, Oracle
Education
Andhra University 1995 — 1997
Acharya Nagarjuna University 1990 — 1994
engineering, B.Tech
Bassma ElShemmy's Morgan Stanley Experience February 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
AllianceBernstein August 2008 - February 2010
Morgan Stanley August 2005 - August 2008
GE edgelab 2004 - 2005
Nilesoft International June 1999 - September 2000
EDS 1996 - 1999
Skills
Organizational..., Portfolio Management, Program Management, Vendor Management, Risk Management, Software Project..., Agile Methodologies, SDLC, Business Process..., Team Building, Anti Money Laundering, Regulatory Disclosures, Equities, IT Management, Sybase
Education
The University of Connecticut School of Business 2002 — 2007
MBA, Business Administration
Information Technology Institute 1995 — 1996
Diploma, Software Engineering
Ain Shams University 1990 — 1995
Bachelor, Computer Engineering
Morgan Stanley February 2010 - Present
AllianceBernstein August 2008 - February 2010
Morgan Stanley August 2005 - August 2008
GE edgelab 2004 - 2005
Nilesoft International June 1999 - September 2000
EDS 1996 - 1999
Skills
Organizational..., Portfolio Management, Program Management, Vendor Management, Risk Management, Software Project..., Agile Methodologies, SDLC, Business Process..., Team Building, Anti Money Laundering, Regulatory Disclosures, Equities, IT Management, Sybase
Education
The University of Connecticut School of Business 2002 — 2007
MBA, Business Administration
Information Technology Institute 1995 — 1996
Diploma, Software Engineering
Ain Shams University 1990 — 1995
Bachelor, Computer Engineering
Caitlin Bradley's Morgan Stanley Experience July 2000 - August 2004
Job Senior Manager, Federal BTA, Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2007 - Present
Morgan Stanley July 2000 - August 2004
Skills
Derivatives, Equities, Financial Modeling, Tax, Equity Derivatives, Financial Analysis, Income Tax, Tax Accounting, International Tax, Corporate Tax
Education
Albany Law School of Union University 2004 — 2007
Doctor of Law (JD)
Villanova University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Accounting
Ernst & Young October 2007 - Present
Morgan Stanley July 2000 - August 2004
Skills
Derivatives, Equities, Financial Modeling, Tax, Equity Derivatives, Financial Analysis, Income Tax, Tax Accounting, International Tax, Corporate Tax
Education
Albany Law School of Union University 2004 — 2007
Doctor of Law (JD)
Villanova University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Accounting
Sue Baron-Harris's Morgan Stanley Experience 1993 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1993 - 2007
Skills
Equities, Fixed Income
Education
Hofstra University 1984 — 1986
BBA, Financial Management
Adelphi University
MBA, Finance
Morgan Stanley 1993 - 2007
Skills
Equities, Fixed Income
Education
Hofstra University 1984 — 1986
BBA, Financial Management
Adelphi University
MBA, Finance
Janardhan Babu Chinta's Morgan Stanley Experience May 2008 - Present
Job Manager TDI at Capgemini
Industry Information Technology and Services
Experience
Morgan Stanley May 2008 - Present
Capgemini April 2008 - Present
Cognizant Technology Solutions 2007 - 2008
Fair Isaac December 2006 - February 2007
USG August 2006 - November 2006
Fair Isaac March 2005 - July 2006
Perot Systems December 2003 - February 2005
Skills
SDLC, Web Services, Documentum, Java, Data Modeling, RDBMS, XML, Business Analysis, Alfresco, Captiva Input Accel, Project Management, Financial Analysis
Education
CFA Institute 2010 — 2012
Finance, Passed CFA Level 3
PMI 2009 — 2009
PMP, Project Management
Aberystwyth University 2001 — 2003
MS, Computer Science
Andhra University 1995 — 1997
BSc, Mathematics, Physics, Chemistry
AMAeSI 1992 — 1996
BE, Aeronautical Engineering
Gautami Junior College 1990 — 1992
10+2
BHEL Higher secondary school 1980 — 1990
10
Morgan Stanley May 2008 - Present
Capgemini April 2008 - Present
Cognizant Technology Solutions 2007 - 2008
Fair Isaac December 2006 - February 2007
USG August 2006 - November 2006
Fair Isaac March 2005 - July 2006
Perot Systems December 2003 - February 2005
Skills
SDLC, Web Services, Documentum, Java, Data Modeling, RDBMS, XML, Business Analysis, Alfresco, Captiva Input Accel, Project Management, Financial Analysis
Education
CFA Institute 2010 — 2012
Finance, Passed CFA Level 3
PMI 2009 — 2009
PMP, Project Management
Aberystwyth University 2001 — 2003
MS, Computer Science
Andhra University 1995 — 1997
BSc, Mathematics, Physics, Chemistry
AMAeSI 1992 — 1996
BE, Aeronautical Engineering
Gautami Junior College 1990 — 1992
10+2
BHEL Higher secondary school 1980 — 1990
10
Elliot Luger's Morgan Stanley Experience November 2005 - March 2008
Job President at AML Consulting Services, LLC
Industry Computer Software
Experience
AML Consulting Services, LLC ConsultantMedcoJune 2008 - December 2008
Morgan Stanley November 2005 - March 2008
Education
Adelphi University 1982 — 1986
AML Consulting Services, LLC ConsultantMedcoJune 2008 - December 2008
Morgan Stanley November 2005 - March 2008
Education
Adelphi University 1982 — 1986
Alan Gaynor's Morgan Stanley Experience January 1996 - January 1997
Job Technical Analyst at Florida's Turnpike Enterprise
Industry Writing and Editing
Experience
Florida's Turnpike Enterprise November 2007 - Present
CIBER 2005 - Present
DocuLex 2003 - 2006
Doculex, Inc 2003 - 2006
UserEdge, Inc 2003 - 2003
Bayer Diagnostics 1999 - 2003
Bayer Diagnostics January 1999 - January 2002
UserEdge Technical Personnel 1998 - 2002
CertCo, Inc January 1997 - January 1999
Morgan Stanley January 1996 - January 1997
Skills
Usability, User Interface Design, Technical Communication, Analysis, Testing, Technical Writing, Instructional Design, Information Architecture, Project Management, Editing, Software Documentation, Technical Documentation, Process Improvement, Adobe Acrobat, RoboHelp, Content Management, HTML, Team Building, Requirements Analysis, FrameMaker, SnagIt, Integration, Quality Assurance, Project Planning, Microsoft Office, Content Development, Databases, Social Media, Usability Testing, Business Analysis, Information Design, Manuals, Single Sourcing, SharePoint, Business Process, Document Management, Program Management, Access, Management, Requirements Gathering, Agile Methodologies, Copy Editing, SDLC, MS Project, Technical Training, Visio, Proofreading, E-Learning, Online Help
Education
New School University 1989 — 1994
Master of Arts (MA), Communication and Media Studies
Antioch University 1973 — 1978
BA, Computer Science and Political Science
Adelphi University 1971 — 1973
Not completed, Sociology, Philosophy, Political Science
Florida's Turnpike Enterprise November 2007 - Present
CIBER 2005 - Present
DocuLex 2003 - 2006
Doculex, Inc 2003 - 2006
UserEdge, Inc 2003 - 2003
Bayer Diagnostics 1999 - 2003
Bayer Diagnostics January 1999 - January 2002
UserEdge Technical Personnel 1998 - 2002
CertCo, Inc January 1997 - January 1999
Morgan Stanley January 1996 - January 1997
Skills
Usability, User Interface Design, Technical Communication, Analysis, Testing, Technical Writing, Instructional Design, Information Architecture, Project Management, Editing, Software Documentation, Technical Documentation, Process Improvement, Adobe Acrobat, RoboHelp, Content Management, HTML, Team Building, Requirements Analysis, FrameMaker, SnagIt, Integration, Quality Assurance, Project Planning, Microsoft Office, Content Development, Databases, Social Media, Usability Testing, Business Analysis, Information Design, Manuals, Single Sourcing, SharePoint, Business Process, Document Management, Program Management, Access, Management, Requirements Gathering, Agile Methodologies, Copy Editing, SDLC, MS Project, Technical Training, Visio, Proofreading, E-Learning, Online Help
Education
New School University 1989 — 1994
Master of Arts (MA), Communication and Media Studies
Antioch University 1973 — 1978
BA, Computer Science and Political Science
Adelphi University 1971 — 1973
Not completed, Sociology, Philosophy, Political Science
Francesca Pratt , PMP, MBA, CSM's Morgan Stanley Experience July 2012 - July 2014
Job Director, Governance, Risk and Control (GRC), Information Risk Management (IRM) at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Project Management Institute July 2014 - August 2015
BNY Mellon October 2014 - July 2015
Morgan Stanley July 2012 - July 2014
Citigroup November 2010 - June 2012
Project Management Institute November 2010 - December 2011
First Data Corporation April 2008 - August 2010
First Data Corporation June 2005 - March 2008
First Data Corporation May 1999 - May 2005
Citibank September 1994 - May 1999
Education
Suffolk County Community College 2011 — 2012
Certification, Health IT Implementation Manager
Suffolk County Community College 2010 — 2011
Certification, Practice Workflow and Information Management Redesign Specialist
Villanova University 2009 — 2010
Master Certificate in, Six Sigma
Adelphi University 1990 — 1993
MBA, Finance
Hofstra University 1977 — 1981
BS, Computer Science
BNY Mellon August 2015 - Present
Project Management Institute July 2014 - August 2015
BNY Mellon October 2014 - July 2015
Morgan Stanley July 2012 - July 2014
Citigroup November 2010 - June 2012
Project Management Institute November 2010 - December 2011
First Data Corporation April 2008 - August 2010
First Data Corporation June 2005 - March 2008
First Data Corporation May 1999 - May 2005
Citibank September 1994 - May 1999
Education
Suffolk County Community College 2011 — 2012
Certification, Health IT Implementation Manager
Suffolk County Community College 2010 — 2011
Certification, Practice Workflow and Information Management Redesign Specialist
Villanova University 2009 — 2010
Master Certificate in, Six Sigma
Adelphi University 1990 — 1993
MBA, Finance
Hofstra University 1977 — 1981
BS, Computer Science
Bob Insardi, PMP's Morgan Stanley Experience April 2006 - June 2013
Job Vice President, Senior IT Program Manager at Citi
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Citi June 2013 - May 2015
Morgan Stanley April 2006 - June 2013
TIAA-CREF 1985 - 2003
Skills
Vendor Management, PMO, PMP, SDLC, Change Management, Project Management, Program Management, Project Portfolio..., Software Project..., Data Warehousing, Business Analysis, Requirements Analysis, Requirements Gathering, Agile Methodologies, IT Strategy, Integration, Enterprise Architecture
Education
Adelphi University 1978 — 1980
JPMorgan Chase & Co. May 2015 - Present
Citi June 2013 - May 2015
Morgan Stanley April 2006 - June 2013
TIAA-CREF 1985 - 2003
Skills
Vendor Management, PMO, PMP, SDLC, Change Management, Project Management, Program Management, Project Portfolio..., Software Project..., Data Warehousing, Business Analysis, Requirements Analysis, Requirements Gathering, Agile Methodologies, IT Strategy, Integration, Enterprise Architecture
Education
Adelphi University 1978 — 1980
Neelima Jadapalli's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2010 - December 2013
Goldman Sachs April 2004 - May 2010
Infosys Technologies Ltd June 2000 - May 2010
Skills
Business Analysis, Java, SDLC, Databases, Sybase, Requirements Analysis, Software Project..., XML, Agile Project Management, Data Warehousing, Software Development, IT Strategy, Oracle, Database Design, Solution Architecture, SQL, Enterprise Architecture, SOA, PL/SQL, Management, Web Services, Agile Methodologies, Integration, Scrum, DB2, Unix, Requirements Gathering
Education
Nagarjuna University 1996 — 2000
B.Tech, Computer Science
APRJC Nimmakur 1994 — 1996
Morgan Stanley January 2014 - Present
Morgan Stanley May 2010 - December 2013
Goldman Sachs April 2004 - May 2010
Infosys Technologies Ltd June 2000 - May 2010
Skills
Business Analysis, Java, SDLC, Databases, Sybase, Requirements Analysis, Software Project..., XML, Agile Project Management, Data Warehousing, Software Development, IT Strategy, Oracle, Database Design, Solution Architecture, SQL, Enterprise Architecture, SOA, PL/SQL, Management, Web Services, Agile Methodologies, Integration, Scrum, DB2, Unix, Requirements Gathering
Education
Nagarjuna University 1996 — 2000
B.Tech, Computer Science
APRJC Nimmakur 1994 — 1996
Pasupuleti, Nagesh's Morgan Stanley Experience March 2014 - Present
Job Vice President, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2014 - Present
Self Employed - IT Application Development Manager August 2012 - Present
Keane Inc. / Goldman Sachs & Co. April 2007 - August 2012
Goldman Sachs 2007 - 2011
Morgan Stanley 2005 - 2007
Bank of New York 2003 - 2005
Reserve Bank of India 2001 - 2003
Skills
Leadership, SDLC, Requirements Analysis, Software Project..., Business Analysis, Data Warehousing, Requirements Gathering, IT Strategy, Solution Architecture, Business Intelligence, Agile Methodologies, Global Delivery, Vendor Management, Enterprise Architecture, SQL
Education
Project Management Institute 2011 — 2012
PMP, Project Management Professional
Indian Institute of Technology, Roorkee 2000 — 2001
M.Tech
Nagarjuna University 1995 — 1999
Bachelor of Technology (B.Tech.)
Hindu College 1993 — 1995
Sri Venkateswara Bala Kuteer 1989 — 1993
Morgan Stanley March 2014 - Present
Self Employed - IT Application Development Manager August 2012 - Present
Keane Inc. / Goldman Sachs & Co. April 2007 - August 2012
Goldman Sachs 2007 - 2011
Morgan Stanley 2005 - 2007
Bank of New York 2003 - 2005
Reserve Bank of India 2001 - 2003
Skills
Leadership, SDLC, Requirements Analysis, Software Project..., Business Analysis, Data Warehousing, Requirements Gathering, IT Strategy, Solution Architecture, Business Intelligence, Agile Methodologies, Global Delivery, Vendor Management, Enterprise Architecture, SQL
Education
Project Management Institute 2011 — 2012
PMP, Project Management Professional
Indian Institute of Technology, Roorkee 2000 — 2001
M.Tech
Nagarjuna University 1995 — 1999
Bachelor of Technology (B.Tech.)
Hindu College 1993 — 1995
Sri Venkateswara Bala Kuteer 1989 — 1993
Chaitanya Rangavajhala's Morgan Stanley Experience July 2010 - March 2013
Job Experienced Capital Markets Software Engineer
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2013 - Present
Morgan Stanley July 2010 - March 2013
Broadridge Asia Pacific Ltd , Japan Branch ( formerly ADP Wilco ) November 2006 - June 2010
Convergys IMG June 2005 - October 2006
Skills
Requirements Analysis, SDLC, Equities, Unix, Sybase, SQL, PL/SQL, Software Development, Middle Office, Project Management, Python, Fixed Income Technology
Education
Acharya Nagarjuna University 2001 — 2005
BTech
Bhavan's B.P Vidya Mandir, Nagpur 1999 — 2001
XII Class
Bank of America Merrill Lynch March 2013 - Present
Morgan Stanley July 2010 - March 2013
Broadridge Asia Pacific Ltd , Japan Branch ( formerly ADP Wilco ) November 2006 - June 2010
Convergys IMG June 2005 - October 2006
Skills
Requirements Analysis, SDLC, Equities, Unix, Sybase, SQL, PL/SQL, Software Development, Middle Office, Project Management, Python, Fixed Income Technology
Education
Acharya Nagarjuna University 2001 — 2005
BTech
Bhavan's B.P Vidya Mandir, Nagpur 1999 — 2001
XII Class
Daniel Vacca's Morgan Stanley Experience 1998 - 2006
Job Account Executive at Transworld Systems
Industry Information Technology and Services
Experience
Transworld Systems February 2009 - Present
SunGard Data Systems, Inc. May 2006 - May 2008
Morgan Stanley 1998 - 2006
Education
Adelphi University 1973 — 1977
BBA, Accouting
Transworld Systems February 2009 - Present
SunGard Data Systems, Inc. May 2006 - May 2008
Morgan Stanley 1998 - 2006
Education
Adelphi University 1973 — 1977
BBA, Accouting
Sathyanarayana Rebba's Morgan Stanley Experience 2007 - 2008
Job Sr.Informatica MDM Contractor
Industry Computer Software
Experience
Fannie Mae January 2014 - Present
Credit Suisse November 2010 - December 2013
JP Morgan Chase Paymentech June 2009 - November 2010
State Government of Michigan June 2008 - June 2009
Morgan Stanley 2007 - 2008
Various Clients August 2000 - September 2007
Skills
ETL, Data Warehousing, Informatica, Data Modeling, Oracle, PL/SQL, Business Objects, DB2, Business Intelligence, SDLC, Data Integration, Microsoft SQL Server, Unix Shell Scripting, SQL, Unix, Sybase, Business Analysis, SOA, Requirements Analysis, Performance Tuning, Enterprise Architecture, CRM, Shell Scripting
Education
Acharya Nagarjuna University 1997 — 2000
MCA, Computers
Fannie Mae January 2014 - Present
Credit Suisse November 2010 - December 2013
JP Morgan Chase Paymentech June 2009 - November 2010
State Government of Michigan June 2008 - June 2009
Morgan Stanley 2007 - 2008
Various Clients August 2000 - September 2007
Skills
ETL, Data Warehousing, Informatica, Data Modeling, Oracle, PL/SQL, Business Objects, DB2, Business Intelligence, SDLC, Data Integration, Microsoft SQL Server, Unix Shell Scripting, SQL, Unix, Sybase, Business Analysis, SOA, Requirements Analysis, Performance Tuning, Enterprise Architecture, CRM, Shell Scripting
Education
Acharya Nagarjuna University 1997 — 2000
MCA, Computers
Peter Healy's Morgan Stanley Experience January 2010 - November 2014
Job Director Program Management at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics February 2015 - Present
Morgan Stanley January 2010 - November 2014
Morgan Stanley December 2006 - December 2009
Morgan Stanley January 2002 - November 2006
Morgan Stanley January 1997 - December 2001
Skills
Project Management, Project Planning, Business Analysis, Requirements Analysis, PMO, Financial Services, SDLC, Software Development, Performance Reporting, Client Statements, Vendor Marketing..., Vendor Management, Third Party Vendor..., Confirms & Prospectuses, Financial Advisor..., Metrics Reporting, Functional Testing, User Acceptance Testing, Regression Testing, DB2, SQL, Microsoft Word, Microsoft Excel, Microsoft Project, Microsoft Access, Microsoft SharePoint, Microsoft Visio, Capital Markets, Equities, IT Strategy, Integration, Management, Portfolio Management, Program Management, Risk Management, Trading Systems, Visio
Education
Adelphi University
Master of Business Administration (M.B.A.), Finance, General
Bucknell University
Bachelorâs Degree, Mathematics
Moody's Analytics February 2015 - Present
Morgan Stanley January 2010 - November 2014
Morgan Stanley December 2006 - December 2009
Morgan Stanley January 2002 - November 2006
Morgan Stanley January 1997 - December 2001
Skills
Project Management, Project Planning, Business Analysis, Requirements Analysis, PMO, Financial Services, SDLC, Software Development, Performance Reporting, Client Statements, Vendor Marketing..., Vendor Management, Third Party Vendor..., Confirms & Prospectuses, Financial Advisor..., Metrics Reporting, Functional Testing, User Acceptance Testing, Regression Testing, DB2, SQL, Microsoft Word, Microsoft Excel, Microsoft Project, Microsoft Access, Microsoft SharePoint, Microsoft Visio, Capital Markets, Equities, IT Strategy, Integration, Management, Portfolio Management, Program Management, Risk Management, Trading Systems, Visio
Education
Adelphi University
Master of Business Administration (M.B.A.), Finance, General
Bucknell University
Bachelorâs Degree, Mathematics
Marie Weinberg's Morgan Stanley Experience Executive AssistantCredit Suisse2003 - 2006
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Executive AssistantCredit Suisse2003 - 2006
Credit Suisse 2003 - 2006
Education
Adelphi University 2000 — 2004
BA, Social Science
Morgan Stanley Executive AssistantCredit Suisse2003 - 2006
Credit Suisse 2003 - 2006
Education
Adelphi University 2000 — 2004
BA, Social Science
Gina Fries's Morgan Stanley Experience May 1994 - February 1999
Job Executive Director & COO at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2013 - Present
Goldman Sachs March 1999 - July 2013
Goldman Sachs March 1999 - July 2013
Goldman Sachs March 1999 - July 2013
Morgan Stanley May 1994 - February 1999
Skills
Strategic Planning, Project Management, Internal Audit, Internal Controls, Risk Assessment, Regulatory Compliance, Risk Management, Financial Risk, Financial Analysis, Investment Management, Financial Services, Capital Markets, Electronic Trading, Equity Derivatives, Investment Banking, Emerging Markets
Education
Adelphi University 2011 — 2015
Master of Science (MS), Psychology
Adelphi University
Bachelor of Arts (B.A.), Social Sciences
JPMorgan Chase & Co. July 2013 - Present
Goldman Sachs March 1999 - July 2013
Goldman Sachs March 1999 - July 2013
Goldman Sachs March 1999 - July 2013
Morgan Stanley May 1994 - February 1999
Skills
Strategic Planning, Project Management, Internal Audit, Internal Controls, Risk Assessment, Regulatory Compliance, Risk Management, Financial Risk, Financial Analysis, Investment Management, Financial Services, Capital Markets, Electronic Trading, Equity Derivatives, Investment Banking, Emerging Markets
Education
Adelphi University 2011 — 2015
Master of Science (MS), Psychology
Adelphi University
Bachelor of Arts (B.A.), Social Sciences
Lawrence Stehl's Morgan Stanley Experience June 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Prudential Securities June 1995 - June 2004
Prudential Securites/Wachovia Securities June 1988 - June 1995
Skills
Risk Management, Financial Risk, Internal Audit, Management, Wealth Management, FINRA, Risk Assessment, Series 7, Securities, Due Diligence, Program Management, Series 63, Series 24, Series 66, Series 3, Series 8, Testing and Monitoring, Product area..., Branch examinations, Investment Advisory..., Risk Assessments, Internal Control Design, Compliance, Alternative Investments, Internal Controls, Investments, Process Improvement, Series 65, AML, Mutual Funds, Financial Services, Strategic Financial..., KYC, Equities, Asset Managment
Education
Adelphi University 1981 — 1984
Masters, Business Administration
Saint John's University 1976 — 1981
BS, Marketing/Finance
Morgan Stanley June 2005 - Present
Prudential Securities June 1995 - June 2004
Prudential Securites/Wachovia Securities June 1988 - June 1995
Skills
Risk Management, Financial Risk, Internal Audit, Management, Wealth Management, FINRA, Risk Assessment, Series 7, Securities, Due Diligence, Program Management, Series 63, Series 24, Series 66, Series 3, Series 8, Testing and Monitoring, Product area..., Branch examinations, Investment Advisory..., Risk Assessments, Internal Control Design, Compliance, Alternative Investments, Internal Controls, Investments, Process Improvement, Series 65, AML, Mutual Funds, Financial Services, Strategic Financial..., KYC, Equities, Asset Managment
Education
Adelphi University 1981 — 1984
Masters, Business Administration
Saint John's University 1976 — 1981
BS, Marketing/Finance
Paul Dranove's Morgan Stanley Experience 1990 - 2001
Job Sr. Vice President at Carter Terry & Company
Industry Investment Management
Experience
Carter Terry & Company 2004 - Present
Sterne Agee 2001 - 2004
Morgan Stanley 1990 - 2001
Skills
Portfolio Management, Alternative Investments, Equity Research, Bloomberg, Hedge Funds, Series 7, Mutual Funds, Equities, Asset Allocation, Asset Managment, Investment Advisory, Wealth Management, Investments, Investment Banking, Valuation, Securities, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Management, Structured Products, Investor Relations, Bonds, Structured Finance, Investment Strategies, Equity Trading, Trading, Series 24, Hedging, FINRA, Financial Advisory, Series 63, High Yield, Equity Derivatives, Equity Valuation, Bloomberg Terminal, Options, Separately Managed..., ETFs, Wealth Management..., Private Equity
Education
Adelphi University
MS, Economics
Baruch College, City University of New York (CUNY)
BS, Accounting
Queens College
Accounting
Carter Terry & Company 2004 - Present
Sterne Agee 2001 - 2004
Morgan Stanley 1990 - 2001
Skills
Portfolio Management, Alternative Investments, Equity Research, Bloomberg, Hedge Funds, Series 7, Mutual Funds, Equities, Asset Allocation, Asset Managment, Investment Advisory, Wealth Management, Investments, Investment Banking, Valuation, Securities, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Management, Structured Products, Investor Relations, Bonds, Structured Finance, Investment Strategies, Equity Trading, Trading, Series 24, Hedging, FINRA, Financial Advisory, Series 63, High Yield, Equity Derivatives, Equity Valuation, Bloomberg Terminal, Options, Separately Managed..., ETFs, Wealth Management..., Private Equity
Education
Adelphi University
MS, Economics
Baruch College, City University of New York (CUNY)
BS, Accounting
Queens College
Accounting
Prabhakar Pakala's Morgan Stanley Experience July 2008 - February 2009
Job
Industry Information Technology and Services
Experience
Pfizer March 2009 - Present
Morgan Stanley July 2008 - February 2009
Education
Acharya Nagarjuna University 1986 — 1990
B.Tech, Electronics & Communications Engineering
Pfizer March 2009 - Present
Morgan Stanley July 2008 - February 2009
Education
Acharya Nagarjuna University 1986 — 1990
B.Tech, Electronics & Communications Engineering
Brian Sosebee's Morgan Stanley Experience January 2000 - October 2003
Job NA
Industry Human Resources
Experience
E*TRADE Financial Corporation March 2011 - February 2015
JPMorgan Chase & Co. March 2010 - March 2011
Sovereign Investment Group, LPL March 2009 - March 2010
AIG VALIC Financial Services October 2003 - March 2009
Morgan Stanley January 2000 - October 2003
The Citadel Group December 1998 - November 1999
MHMR of Tarrant County June 1991 - December 1998
Primerica June 1996 - June 1998
Abilene Regional MHMR June 1989 - June 1991
Skills
Employee Benefits, Program Management, Business Development, Financial Management..., Marketing Strategy, Financial Services, Relationship Management, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Investments, Insurance, Disability Insurance, Health Insurance, Sales Presentations, Presentation Skills, Retirement, Mutual Funds, Financial Advisory, Fixed Annuities, Strategic Planning
Education
Abilene Christian University 1984 — 1988
Bachelor's Degree
Burleson High School 1980 — 1984
E*TRADE Financial Corporation March 2011 - February 2015
JPMorgan Chase & Co. March 2010 - March 2011
Sovereign Investment Group, LPL March 2009 - March 2010
AIG VALIC Financial Services October 2003 - March 2009
Morgan Stanley January 2000 - October 2003
The Citadel Group December 1998 - November 1999
MHMR of Tarrant County June 1991 - December 1998
Primerica June 1996 - June 1998
Abilene Regional MHMR June 1989 - June 1991
Skills
Employee Benefits, Program Management, Business Development, Financial Management..., Marketing Strategy, Financial Services, Relationship Management, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Investments, Insurance, Disability Insurance, Health Insurance, Sales Presentations, Presentation Skills, Retirement, Mutual Funds, Financial Advisory, Fixed Annuities, Strategic Planning
Education
Abilene Christian University 1984 — 1988
Bachelor's Degree
Burleson High School 1980 — 1984
MAHENDRA THOTA's Morgan Stanley Experience July 2008 - August 2009
Job Senior QA Test Analyst (Performance Test Lead & Project Coordinator) at General Motors
Industry Information Technology and Services
Experience
General Motors April 2011 - Present
Nike September 2010 - April 2011
Office Depot April 2010 - September 2010
Genzyme September 2009 - March 2010
Morgan Stanley July 2008 - August 2009
HCL Technologies Ltd 2004 - 2008
Skills
Quality Center, Test Planning, Test Management, Regression Testing, Manual Testing, QTP, Testing, Test Automation, Test Cases, LoadRunner, Selenium, Web Services, Weblogic, JBoss Application Server, Performance Tuning, Performance Testing, Java, Ruby, Ruby on Rails, System Testing, User Acceptance Testing, Test Driven Development, Agile Methodologies, Sprint Planning, Apache, IIS, Scrum, VOD, Retail, Healthcare, Oracle E-Business Suite, SAP R/3, SAP HR, SAP Netweaver, Oracle, MS Project, Version One, Unix, Linux System..., VB.NET, Quality Assurance, WinRunner
Education
Acharya Nagarjuna University 1998 — 2000
M.C.A., Master Of Computer Applications
General Motors April 2011 - Present
Nike September 2010 - April 2011
Office Depot April 2010 - September 2010
Genzyme September 2009 - March 2010
Morgan Stanley July 2008 - August 2009
HCL Technologies Ltd 2004 - 2008
Skills
Quality Center, Test Planning, Test Management, Regression Testing, Manual Testing, QTP, Testing, Test Automation, Test Cases, LoadRunner, Selenium, Web Services, Weblogic, JBoss Application Server, Performance Tuning, Performance Testing, Java, Ruby, Ruby on Rails, System Testing, User Acceptance Testing, Test Driven Development, Agile Methodologies, Sprint Planning, Apache, IIS, Scrum, VOD, Retail, Healthcare, Oracle E-Business Suite, SAP R/3, SAP HR, SAP Netweaver, Oracle, MS Project, Version One, Unix, Linux System..., VB.NET, Quality Assurance, WinRunner
Education
Acharya Nagarjuna University 1998 — 2000
M.C.A., Master Of Computer Applications
Kathi Benhardt's Morgan Stanley Experience August 2000 - December 2005
Job Senior Human Resources Business Partner/ 15+ Years of Positioning HR as a Strategic Business Partner
Industry Human Resources
Experience
First Data Corporation December 2005 - Present
Morgan Stanley August 2000 - December 2005
McKinsey & Company September 1998 - August 2000
Skills
Employee Relations, Risk Management, Corporate Restructuring, Succession Planning, Organizational Design, Change Management, Strategic Planning, Strategic Consulting, Workforce Planning, Workforce Analytics, Project Management, Training & Development, Influence Others, Compensation & Benefits, Strategic Partnerships, Communication, Presentation Skills, PowerPoint, Microsoft Excel
Education
Adelphi University 1995 — 1998
Master in Business Administration (MBA), Concentration in Human Resource Management
Hofstra University 1990 — 1994
Bachelor of Arts (BA), Pyschology, Minor in Marketing
First Data Corporation December 2005 - Present
Morgan Stanley August 2000 - December 2005
McKinsey & Company September 1998 - August 2000
Skills
Employee Relations, Risk Management, Corporate Restructuring, Succession Planning, Organizational Design, Change Management, Strategic Planning, Strategic Consulting, Workforce Planning, Workforce Analytics, Project Management, Training & Development, Influence Others, Compensation & Benefits, Strategic Partnerships, Communication, Presentation Skills, PowerPoint, Microsoft Excel
Education
Adelphi University 1995 — 1998
Master in Business Administration (MBA), Concentration in Human Resource Management
Hofstra University 1990 — 1994
Bachelor of Arts (BA), Pyschology, Minor in Marketing
Sherif Rasmy's Morgan Stanley Experience June 2009 - February 2012
Job Technology Manager/Systems Architect
Industry Information Technology and Services
Experience
New York University March 2012 - Present
Morgan Stanley June 2009 - February 2012
Citi February 2005 - May 2009
MetLife August 2004 - January 2005
Fidelity National Information Services March 1999 - July 2004
Credit Suisse August 1996 - December 1998
Skills
Enterprise Architecture, OOAD, JMS, Struts, Spring, Hibernate, JDBC, Threads, Servlets, AOP, JSON, DB2, MySQL, Java, EJB, SOA, SOAP, REST, Patterns
Education
New York University 2013 — 2015
Master's Degree, IT Systems Management
Ain Shams University 1990 — 1995
B.Sc, Electrical Engineering
New York University March 2012 - Present
Morgan Stanley June 2009 - February 2012
Citi February 2005 - May 2009
MetLife August 2004 - January 2005
Fidelity National Information Services March 1999 - July 2004
Credit Suisse August 1996 - December 1998
Skills
Enterprise Architecture, OOAD, JMS, Struts, Spring, Hibernate, JDBC, Threads, Servlets, AOP, JSON, DB2, MySQL, Java, EJB, SOA, SOAP, REST, Patterns
Education
New York University 2013 — 2015
Master's Degree, IT Systems Management
Ain Shams University 1990 — 1995
B.Sc, Electrical Engineering
Evan Parker's Morgan Stanley Experience 1988 - 1995
Job Account manager at Brenntag Northeast
Industry Chemicals
Experience
Brenntag Northeast August 2010 - Present
Houghton Chemical 2001 - 2010
American chemical 1995 - 2001
Morgan Stanley 1988 - 1995
Skills
Account Management, Raw Materials, Ingredients, Pharmaceutical Industry, Contract Negotiation, New Business Development, Manufacturing, Product Development, Sales, Polymers, Sales Management, Pricing, Personal Care, Fragrance, Key Account Management, International Sales, Purchasing, Cross-functional Team..., Supply Chain
Education
Adelphi University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, Marketing
Adelphi University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance and marketing
Brenntag Northeast August 2010 - Present
Houghton Chemical 2001 - 2010
American chemical 1995 - 2001
Morgan Stanley 1988 - 1995
Skills
Account Management, Raw Materials, Ingredients, Pharmaceutical Industry, Contract Negotiation, New Business Development, Manufacturing, Product Development, Sales, Polymers, Sales Management, Pricing, Personal Care, Fragrance, Key Account Management, International Sales, Purchasing, Cross-functional Team..., Supply Chain
Education
Adelphi University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, Marketing
Adelphi University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance and marketing
Christopher Mayrose's Morgan Stanley Experience January 2001 - March 2009
Job Managing Director The Private Bank at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2009 - Present
Morgan Stanley January 2001 - March 2009
Bank of America (Fleet Bank) December 1996 - January 2001
JP Morgan Chase (Chemical Bank) September 1988 - December 1996
Skills
Wealth Management, Treasury Management, Portfolio Management, Capital Markets, Credit, Equities, Loans, Fixed Income, Banking, Mergers & Acquisitions, Management, Financial Structuring, Financial Services, Securities, Private Banking, Underwriting, Credit Risk, Asset Management, Leadership, Investments
Education
Adelphi University 1984 — 1988
BBA, Management/Finance
JP Morgan Chase August 2009 - Present
Morgan Stanley January 2001 - March 2009
Bank of America (Fleet Bank) December 1996 - January 2001
JP Morgan Chase (Chemical Bank) September 1988 - December 1996
Skills
Wealth Management, Treasury Management, Portfolio Management, Capital Markets, Credit, Equities, Loans, Fixed Income, Banking, Mergers & Acquisitions, Management, Financial Structuring, Financial Services, Securities, Private Banking, Underwriting, Credit Risk, Asset Management, Leadership, Investments
Education
Adelphi University 1984 — 1988
BBA, Management/Finance
Joseph Principato's Morgan Stanley Experience September 2004 - April 2013
Job Consultant at BNP Paribas
Industry Banking
Experience
BNP Paribas November 2014 - Present
AIG April 2013 - August 2014
Morgan Stanley September 2004 - April 2013
Deutsche Bank May 1999 - September 2004
Bankers Trust - Deutsche Bank 1986 - 2004
Skills
Product Control, Equities, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Middle Office, Structured Products, Capital Markets, Credit Derivatives, Prime Brokerage, Interest Rate..., Swaps, Trading Systems, Bloomberg, Alternative Investments, Securities Lending, Equity Derivatives, Options, FX Options, Market Risk, Securities, Operational Risk, Electronic Trading, Bonds, Financial Markets, Settlement, Collateral Management, Securitization, Market Data, CDS, Financial Analysis, Finance, Risk Management, Financial Modeling, Management, Financial Services, Corporate Finance
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1993
MBA, Accounting
Adelphi University 1987 — 1990
MBA, Finance - Banking & Financial Markets
Saint John's University - Peter J. Tobin College of Business 1979 — 1983
BS, Finance
BNP Paribas November 2014 - Present
AIG April 2013 - August 2014
Morgan Stanley September 2004 - April 2013
Deutsche Bank May 1999 - September 2004
Bankers Trust - Deutsche Bank 1986 - 2004
Skills
Product Control, Equities, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Middle Office, Structured Products, Capital Markets, Credit Derivatives, Prime Brokerage, Interest Rate..., Swaps, Trading Systems, Bloomberg, Alternative Investments, Securities Lending, Equity Derivatives, Options, FX Options, Market Risk, Securities, Operational Risk, Electronic Trading, Bonds, Financial Markets, Settlement, Collateral Management, Securitization, Market Data, CDS, Financial Analysis, Finance, Risk Management, Financial Modeling, Management, Financial Services, Corporate Finance
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1993
MBA, Accounting
Adelphi University 1987 — 1990
MBA, Finance - Banking & Financial Markets
Saint John's University - Peter J. Tobin College of Business 1979 — 1983
BS, Finance
Robert Elkins's Morgan Stanley Experience January 1995 - February 2007
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
UBS Financial Services Inc. February 2007 - November 2014
Morgan Stanley January 1995 - February 2007
Kemper Securities 1990 - January 1995
Prudential Securities December 1982 - 1990
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities
Education
Adelphi University 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Northeastern University 1969 — 1970
Accounting
Wells Fargo Advisors, LLC November 2014 - Present
UBS Financial Services Inc. February 2007 - November 2014
Morgan Stanley January 1995 - February 2007
Kemper Securities 1990 - January 1995
Prudential Securities December 1982 - 1990
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities
Education
Adelphi University 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Northeastern University 1969 — 1970
Accounting
John Taber's Morgan Stanley Experience October 1991 - April 1996
Job Financial Services Professional
Industry Financial Services
Experience
Advanced Markets LLC September 2011 - March 2012
4 Tees Inc April 2009 - September 2011
Bear Stearns November 1999 - March 2009
Societe Generale April 1996 - November 1999
Morgan Stanley October 1991 - April 1996
Coffee, Sugar and Cocoa Clearing Corporation February 1989 - October 1991
Skills
Commodity, Derivatives, Options, Trading, Banking, Finance, Prime Brokerage, Back Office, Equities, Analysis
Education
Adelphi University
Degree: Masters, Business Administration
Saint John's University
Degree: Bachelor of Science, Business
Advanced Markets LLC September 2011 - March 2012
4 Tees Inc April 2009 - September 2011
Bear Stearns November 1999 - March 2009
Societe Generale April 1996 - November 1999
Morgan Stanley October 1991 - April 1996
Coffee, Sugar and Cocoa Clearing Corporation February 1989 - October 1991
Skills
Commodity, Derivatives, Options, Trading, Banking, Finance, Prime Brokerage, Back Office, Equities, Analysis
Education
Adelphi University
Degree: Masters, Business Administration
Saint John's University
Degree: Bachelor of Science, Business
Alex Vasserman's Morgan Stanley Experience February 2011 - April 2013
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
Barclays Investment Bank April 2013 - July 2014
Morgan Stanley February 2011 - April 2013
The Huffington Post October 2010 - February 2011
Kenstan Lock Company April 2010 - September 2010
Armstrong Properties March 2010 - June 2010
Skills
Analysis, Research, Financial Modeling, Private Equity, Financial Markets, Data Analysis, Finance, Management, Risk Management, Accounting, Fixed Income
Education
Adelphi University 2005 — 2009
B.S, Finance
JPMorgan Chase & Co. July 2014 - Present
Barclays Investment Bank April 2013 - July 2014
Morgan Stanley February 2011 - April 2013
The Huffington Post October 2010 - February 2011
Kenstan Lock Company April 2010 - September 2010
Armstrong Properties March 2010 - June 2010
Skills
Analysis, Research, Financial Modeling, Private Equity, Financial Markets, Data Analysis, Finance, Management, Risk Management, Accounting, Fixed Income
Education
Adelphi University 2005 — 2009
B.S, Finance
Alana Ligurgo's Morgan Stanley Experience August 1995 - September 1998
Job ITaaS Global Solution Architect, MSVC:Dimension Data
Industry Information Technology and Services
Experience
IVCi October 2009 - June 2015
BAE Systems November 2006 - September 2009
BAE Systems/CSC June 2005 - November 2006
Orbis Technology, Inc March 2004 - June 2005
L'Italiano October 2002 - March 2004
UBS December 2000 - August 2002
Alliance Capital September 1998 - November 2000
Morgan Stanley August 1995 - September 1998
Skills
TCP/IP, Routers, Networking, Servers, VPN, Network Administration, Integration, Wireless, •Cisco Certified..., •Cisco ATP..., CCNA Video, •Cisco Express..., •Cisco Unity Design..., •Cisco Unity Support..., •Cisco IP Telephony..., •Cisco Webex Design..., •Cisco ECDS Certified, •Cisco UC on UC S..., •Cisco QoS, •Cisco Telepresence..., •Cisco Advanced..., •Cisco Capture..., •Cisco Unified..., •Cisco Lifecycle..., •Cisco Meraki Network..., •Polycom Real Presence..., Routing, Switches, Managed Services, Cloud Computing, Telecommunications, Cisco Technologies, VoIP
Education
Adelphi University
Bachelors of Science, for Business Management
Cisco Networking Academy
IVCi October 2009 - June 2015
BAE Systems November 2006 - September 2009
BAE Systems/CSC June 2005 - November 2006
Orbis Technology, Inc March 2004 - June 2005
L'Italiano October 2002 - March 2004
UBS December 2000 - August 2002
Alliance Capital September 1998 - November 2000
Morgan Stanley August 1995 - September 1998
Skills
TCP/IP, Routers, Networking, Servers, VPN, Network Administration, Integration, Wireless, •Cisco Certified..., •Cisco ATP..., CCNA Video, •Cisco Express..., •Cisco Unity Design..., •Cisco Unity Support..., •Cisco IP Telephony..., •Cisco Webex Design..., •Cisco ECDS Certified, •Cisco UC on UC S..., •Cisco QoS, •Cisco Telepresence..., •Cisco Advanced..., •Cisco Capture..., •Cisco Unified..., •Cisco Lifecycle..., •Cisco Meraki Network..., •Polycom Real Presence..., Routing, Switches, Managed Services, Cloud Computing, Telecommunications, Cisco Technologies, VoIP
Education
Adelphi University
Bachelors of Science, for Business Management
Cisco Networking Academy
Jeff Geffen's Morgan Stanley Experience 1989 - 2001
Job Director of Fixed Income at Value Line Inc.
Industry Financial Services
Experience
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Scott St.Clair's Morgan Stanley Experience June 1986 - January 2000
Job Financial Services Professional
Industry Financial Services
Experience
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
John Stafford's Morgan Stanley Experience February 2010 - December 2010
Job Senior Business Analyst Loan IQ at HSBC NY
Industry Banking
Experience
HSBC Bank September 2013 - Present
HSBC Bank November 2012 - August 2013
Incapture Technologies Inc. May 2012 - August 2012
Morgan Stanley February 2010 - December 2010
Freddie Mac July 2009 - February 2010
Skills
Business Analyst, Loan IQ, Commercial Lending, Banking, Requirements Gathering, Financial Services, Securities Lending, Loan Servicing, Middle Office
Education
Adelphi University 1994 — 1997
Master of Business Administration (M.B.A.), Banking and Finance
Utica College 1983 — 1985
Bachelor's Degree, Business Administration and Management, General
HSBC Bank September 2013 - Present
HSBC Bank November 2012 - August 2013
Incapture Technologies Inc. May 2012 - August 2012
Morgan Stanley February 2010 - December 2010
Freddie Mac July 2009 - February 2010
Skills
Business Analyst, Loan IQ, Commercial Lending, Banking, Requirements Gathering, Financial Services, Securities Lending, Loan Servicing, Middle Office
Education
Adelphi University 1994 — 1997
Master of Business Administration (M.B.A.), Banking and Finance
Utica College 1983 — 1985
Bachelor's Degree, Business Administration and Management, General
Elizabeth Conroy's Morgan Stanley Experience October 2013 - 2014
Job ExecutiveLevel Administrative Assistant: Streamlining and Improving Office Operations
Industry Executive Office
Experience
Glen Oaks Village Owners Association 2014 - Present
The Donnelly Group 2014 - Present
Kingsbridge Property Management 2014 - 2014
Morgan Stanley October 2013 - 2014
GfK Custom Research North America 2008 - 2012
Synovate 1993 - 2007
Nielsen 1990 - 1993
Education
Adelphi University
Bachelor of Science (BS), Marketing/Marketing Management, General
Glen Oaks Village Owners Association 2014 - Present
The Donnelly Group 2014 - Present
Kingsbridge Property Management 2014 - 2014
Morgan Stanley October 2013 - 2014
GfK Custom Research North America 2008 - 2012
Synovate 1993 - 2007
Nielsen 1990 - 1993
Education
Adelphi University
Bachelor of Science (BS), Marketing/Marketing Management, General
Sean Soulvie's Morgan Stanley Experience January 2008 - May 2011
Job Managing Director, RS Asset Management
Industry Financial Services
Experience
RS Asset Management May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch July 1999 - January 2008
Education
Abilene Christian University 1995 — 1999
BBA, Finance
RS Asset Management May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch July 1999 - January 2008
Education
Abilene Christian University 1995 — 1999
BBA, Finance
Patricia Landau's Morgan Stanley Experience 2009 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Executive DirectorMorgan Stanley2009 - Present
Morgan Stanley 2009 - Present
Smith Barney March 1993 - January 2009
Education
Adelphi University
Masters in Business Adminstation
Morgan Stanley Smith Barney Executive DirectorMorgan Stanley2009 - Present
Morgan Stanley 2009 - Present
Smith Barney March 1993 - January 2009
Education
Adelphi University
Masters in Business Adminstation
Farid Krizman's Morgan Stanley Experience August 1999 - July 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2007 - Present
Bank of America July 2006 - May 2007
CUNA Mutual Group July 2003 - June 2006
Morgan Stanley August 1999 - July 2003
Shell Marketing Egypt August 1990 - July 1999
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Asset Managment, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Investment Advisory, Asset Allocation, Series 7, Financial Advisory, Insurance, Risk Management, SAP Procurement, Lubricants, Business Planning, Business Process..., Sales Management, International Project..., 401k, Securities, Uniform Combined State..., Wealth Management...
Education
The American University in Cairo 1994 — 1996
Diploma, Sales and Marketing
Ain Shams University 1985 — 1989
Bsc, Geology/Geophysics
TIAA-CREF May 2007 - Present
Bank of America July 2006 - May 2007
CUNA Mutual Group July 2003 - June 2006
Morgan Stanley August 1999 - July 2003
Shell Marketing Egypt August 1990 - July 1999
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Asset Managment, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Investment Advisory, Asset Allocation, Series 7, Financial Advisory, Insurance, Risk Management, SAP Procurement, Lubricants, Business Planning, Business Process..., Sales Management, International Project..., 401k, Securities, Uniform Combined State..., Wealth Management...
Education
The American University in Cairo 1994 — 1996
Diploma, Sales and Marketing
Ain Shams University 1985 — 1989
Bsc, Geology/Geophysics
Theresa Tropin's Morgan Stanley Experience August 2001 - June 2004
Job Corporate Conference & Event Manager
Industry Investment Management
Experience
Deutsche Bank December 2007 - September 2012
DEUTSCHE BANK June 2004 - December 2007
MORGAN STANLEY August 2001 - June 2004
RISKMETRICS/JP MORGAN June 1998 - August 2001
ERNST & YOUNG LLP October 1996 - June 1998
Education
Adelphi University
DEGREE:BACHELOR OF SCIENCE, MANAGEMENT & COMMUNICATIONS
KATHARINE GIBBS SCHOOL
DEGREE:ASSOCIATES, BUSINESS ADMINISTRATION
Deutsche Bank December 2007 - September 2012
DEUTSCHE BANK June 2004 - December 2007
MORGAN STANLEY August 2001 - June 2004
RISKMETRICS/JP MORGAN June 1998 - August 2001
ERNST & YOUNG LLP October 1996 - June 1998
Education
Adelphi University
DEGREE:BACHELOR OF SCIENCE, MANAGEMENT & COMMUNICATIONS
KATHARINE GIBBS SCHOOL
DEGREE:ASSOCIATES, BUSINESS ADMINISTRATION
David Jackle's Morgan Stanley Experience February 1983 - January 2012
Job Relationship Banker at Chase Bank
Industry Financial Services
Experience
Chase April 2012 - Present
Morgan Stanley February 1983 - January 2012
Skills
Equities, Investments
Education
Adelphi University
Bachelor of Science, Business Admin.
Chase April 2012 - Present
Morgan Stanley February 1983 - January 2012
Skills
Equities, Investments
Education
Adelphi University
Bachelor of Science, Business Admin.
Gabriella Csató's Morgan Stanley Experience January 2014 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley 2010 - Present
Vodafone 2008 - 2010
Procter & Gamble 2006 - 2008
Skills
Financial Analysis, Financial Reporting, IFRS, Financial Accounting, Internal Controls, Corporate Finance, Accounting, Financial Statement..., Auditing, Internal Audit, Financial Audits, Tax, Due Diligence, Account Reconciliation, Finance, External Audit, General Ledger
Education
ACCA 2012 — 2012
Diploma in International Financial Reporting
Széchényi István Egyetem 2000 — 2004
Morgan Stanley January 2014 - Present
Morgan Stanley 2010 - Present
Vodafone 2008 - 2010
Procter & Gamble 2006 - 2008
Skills
Financial Analysis, Financial Reporting, IFRS, Financial Accounting, Internal Controls, Corporate Finance, Accounting, Financial Statement..., Auditing, Internal Audit, Financial Audits, Tax, Due Diligence, Account Reconciliation, Finance, External Audit, General Ledger
Education
ACCA 2012 — 2012
Diploma in International Financial Reporting
Széchényi István Egyetem 2000 — 2004
Alaaeldin Ahmed's Morgan Stanley Experience August 1999 - July 2000
Job 21 Century Liquidators
Industry Cosmetics
Experience
21Century luxuries January 2007 - Present
Siemens August 2000 - May 2004
Morgan Stanley August 1999 - July 2000
willike farr and ghalager July 1998 - August 1999
Skills
Retail, Wholesale, Forecasting, Visual Merchandising, Strategic Planning, Business Planning, Management, FMCG, Luxury Goods, Beauty Industry, E-commerce, Account Management, Team Building, Business Strategy, Cosmetics, Apparel, International Sales
Education
Columbia University in the City of New York
Information Technology
Adelphi University
MBA, Banking, Corporate, Finance, and Securities Law
21Century luxuries January 2007 - Present
Siemens August 2000 - May 2004
Morgan Stanley August 1999 - July 2000
willike farr and ghalager July 1998 - August 1999
Skills
Retail, Wholesale, Forecasting, Visual Merchandising, Strategic Planning, Business Planning, Management, FMCG, Luxury Goods, Beauty Industry, E-commerce, Account Management, Team Building, Business Strategy, Cosmetics, Apparel, International Sales
Education
Columbia University in the City of New York
Information Technology
Adelphi University
MBA, Banking, Corporate, Finance, and Securities Law
Deirdre Fitzgerald's Morgan Stanley Experience 2011 - 2013
Job Business Intelligence Functional Analyst at Nine West Holdings Inc.
Industry Apparel & Fashion
Experience
Morgan Stanley 2011 - 2013
Morgan Stanley 1999 - 2011
Morgan Stanley 1996 - 1999
Skills
Business Objects, Microsoft Office, Crystal Reports 10.0, Confluence, DST, Databases, Software Documentation, Management, Business Intelligence, Access, SAP R/3, SAP BW, ALM, SharePoint
Education
Adelphi University
Bachelor's degree, Accounting
Adelphi University
Bachelor's degree, Accounting
Morgan Stanley 2011 - 2013
Morgan Stanley 1999 - 2011
Morgan Stanley 1996 - 1999
Skills
Business Objects, Microsoft Office, Crystal Reports 10.0, Confluence, DST, Databases, Software Documentation, Management, Business Intelligence, Access, SAP R/3, SAP BW, ALM, SharePoint
Education
Adelphi University
Bachelor's degree, Accounting
Adelphi University
Bachelor's degree, Accounting
Marie-Michele Weinberg's Morgan Stanley Experience June 2006 - March 2012
Job Executive Assistant at First Data Corporation
Industry Financial Services
Experience
First Data Corporation April 2014 - Present
Barclays October 2012 - July 2013
Morgan Stanley June 2006 - March 2012
Credit Suisse March 2003 - June 2006
Morgan Stanley April 1996 - March 2003
Skills
Administrative..., Policy, Social Media, Executive..., Risk Management, Management, Banking, Microsoft Office, Event Planning, Project Management, Customer Service, Leadership, Marketing, Analysis, Team Building, Higher Education, Human Resources, Business Analysis, Organizational..., Strategy, Administration, Team Leadership
Education
Adelphi University 1999 — 2004
Bachelor of Arts (B.A.), Social Sciences
First Data Corporation April 2014 - Present
Barclays October 2012 - July 2013
Morgan Stanley June 2006 - March 2012
Credit Suisse March 2003 - June 2006
Morgan Stanley April 1996 - March 2003
Skills
Administrative..., Policy, Social Media, Executive..., Risk Management, Management, Banking, Microsoft Office, Event Planning, Project Management, Customer Service, Leadership, Marketing, Analysis, Team Building, Higher Education, Human Resources, Business Analysis, Organizational..., Strategy, Administration, Team Leadership
Education
Adelphi University 1999 — 2004
Bachelor of Arts (B.A.), Social Sciences
A. Daniel Kovacs's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2014 - Present
OTP Bank July 2012 - March 2014
Education
Pázmány Péter Katolikus Egyetem 2007 — 2014
Master's Degree, Law, cum laude
Abertay University 2011 — 2012
Bachelor's Degree, Law
Morgan Stanley May 2014 - Present
OTP Bank July 2012 - March 2014
Education
Pázmány Péter Katolikus Egyetem 2007 — 2014
Master's Degree, Law, cum laude
Abertay University 2011 — 2012
Bachelor's Degree, Law
Zsombor Vörös's Morgan Stanley Experience October 2012 - Present
Job CLO Structurer/Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Morgan Stanley January 2010 - October 2012
BNP Paribas February 2009 - August 2009
Skills
Fixed Income, Capital Markets, Bloomberg, Financial Modeling
Education
Budapest Corvinus University 2003 — 2009
Master's degree, Financial Investment Analysis and Risk Management
Aarhus Universitet 2007 — 2007
Erasmus Exchange Student, Accounting and Finance
Morgan Stanley October 2012 - Present
Morgan Stanley January 2010 - October 2012
BNP Paribas February 2009 - August 2009
Skills
Fixed Income, Capital Markets, Bloomberg, Financial Modeling
Education
Budapest Corvinus University 2003 — 2009
Master's degree, Financial Investment Analysis and Risk Management
Aarhus Universitet 2007 — 2007
Erasmus Exchange Student, Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS