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
Self-employed June 2008 - Present
CIT May 2005 - May 2008
The Hilco Organization March 2001 - March 2006
Gordon Brothers Group October 1997 - April 2000
Morgan Stanley September 1993 - March 1995
Jones Day October 1989 - May 1993
Skills
Advisory Boards, Board of Directors, Restructuring, Bankruptcy, Legal Writing, Legal Advice
Education
Dartmouth College
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
University of Virginia School of Law
Doctor of Law (J.D.)
Dropbox December 2013 - Present
Birst September 2012 - November 2013
M2P Consulting GmbH March 2012 - October 2012
Capgemini June 2008 - March 2012
Publicis May 2007 - August 2007
Morgan Stanley October 2006 - December 2006
L'Oreal May 2006 - July 2006
Estee Lauder May 2005 - July 2005
Skills
Strategy, Business Development, Management, Business Intelligence, Competitive Analysis, SaaS, Project Management, Analytics, Marketing, Account Management
Education
Davidson College 2004 — 2008
BA, Political Science
Erlang Solutions Ltd. July 2014 - Present
Erlang Solutions Ltd. July 2013 - June 2014
EPAM Systems August 2009 - July 2013
Morgan Stanley January 2008 - July 2009
Ygomi Europe Kft May 2006 - December 2007
AR-KO Trade Kft August 2003 - May 2006
University of Debrecen September 2000 - August 2003
Skills
Java, XML, JavaScript, Java Enterprise Edition, JPA, JSP, Hibernate, Erlang, jQuery, JUnit, TestNG, TDD, Microsoft SQL Server, PostgreSQL, MySQL, XPath, Spring, Scrum, Design Patterns, Web Applications, Databases, Distributed Systems, HTML, CSS, Core Java, Subversion, EJB, OOP, Ant, Maven, Glassfish, Continuous Integration, SOAP, Tomcat, REST, JAX-WS, Git, Eclipse, JDBC, XSLT
Education
Debreceni Egyetem 1995 — 2000
MSc, Programmer mathematician
University of Debrecen 1995 — 2000
Master's degree, Computer Software Engineering
FundersClub August 2015 - Present
Google May 2015 - August 2015
McKinsey & Company September 2013 - January 2015
Narrathon September 2012 - January 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Citigroup June 2010 - August 2010
Skills
Stata, Management Consulting, Economics, Client Services, Mandarin, Project Management, Financial Modeling, Valuation, Investment Banking, Leading Meetings, Bloomberg, Meeting Facilitation, Capital IQ, Quantitative Analytics, Trading, PowerPoint, Client Relations, Private Equity, Strategy, Entrepreneurship
Education
Princeton University 2009 — 2013
AB
Deerfield Academy 2008 — 2009
La Canada High School 2005 — 2008
Morgan Stanley June 2014 - September 2014
Skills
Java, Python, Bash, Unix Shell Scripting, ElasticSearch, Logstash, Kibana, JIRA, Perforce, Eclipse, SQL, PL/SQL, Github, Fedora, HTML, ANSI C, XML, LibreOffice, Microsoft Office, Git
Education
Debreceni Egyetem 2012 — 2015
Bachelor’s Degree, Software Information Technology
Holiday Retirement June 2014 - Present
Self Employed August 2012 - June 2014
Excelcia Financial Group January 2011 - July 2011
Liberty Bank November 2006 - February 2009
Ameri February 2006 - June 2006
Morgan Stanley June 2001 - April 2002
eGain Corporation September 2000 - April 2001
Bechtel July 1999 - October 2000
Skills
Estate Planning, Strategic Financial...
Education
Santa Clara University 1996 — 1999
Bachelor of Science, Political Science
De Anza College
Natera July 2012 - Present
Madison Dearborn Partners July 2008 - July 2010
Morgan Stanley July 2006 - July 2008
Skills
Mergers, Private Equity, Investment Banking, Investments, Equities, LBO, Strategic Planning, Analysis, Venture Capital, Due Diligence, Financial Modeling, Valuation, Strategy
Education
Harvard Business School 2010 — 2012
MBA
Dartmouth College 2002 — 2006
A.B., Biology
BDC June 2013 - Present
AFS Group Canada (Formerly TradeInsight) June 2011 - June 2013
Morgan Stanley July 2010 - June 2011
Pfizer Canada January 2008 - June 2010
Compuware Canada 2007 - 2008
Momentis May 2000 - January 2007
La Senza Inc. 2003 - 2004
Richter Systems 1996 - 2000
Mitech 1993 - 1996
Skills
Professional Scrum..., Business Analysis, Project Management, Agile, Scrum, Software Quality..., Requirements Analysis, Requirements Gathering, Agile Methodologies, Quality Assurance, SQL, Business Process, Software Project..., SDLC, ERP, Project Portfolio..., SharePoint, Business Intelligence, Software Development, Databases, Leadership, Integration, Oracle, Software Documentation, Microsoft SQL Server, Testing, Data Warehousing, Business Requirements, MS Project, Agile Project Management, Visio, PL/SQL
Education
McGill University 2009 — 2010
mini-MBA
Dawson College 1989 — 1992
DEC, Computer Science
Oliver Wyman July 2011 - Present
Morgan Stanley June 2010 - August 2010
Skills
Financial Modeling, Management Consulting, Data Analysis, Stata, VBA, Economics, Quantitative Analytics, Analytics, Business Strategy
Education
Dartmouth College 2007 — 2011
BA, Chemistry, Economics
The Gordie Foundation December 2012 - Present
University of Virginia August 2011 - Present
Morgan Stanley June 2014 - August 2014
Barrie Isaacson Mgmt June 2013 - August 2013
Tuck School of Business at Dartmouth College May 2013 - June 2013
Education
University of Virginia 2011 — 2015
English and Economics Major
Semester at Sea 2014 — 2014
Deerfield Academy 2007 — 2011
Zuora June 2014 - Present
NetCracker May 2012 - June 2014
Convergys April 2010 - May 2012
Convergys October 2008 - September 2010
Ceon Corporation January 2008 - October 2008
Goldfish June 2007 - December 2007
Morgan Stanley March 2004 - June 2007
Ceon Corporation April 1999 - February 2004
Nortel September 1997 - April 1999
Skills
Telecommunications, Solution Architecture, Pre-sales, Business Analysis, Integration, Requirements Analysis, Vendor Management, Software Project..., CRM, Project Management, Service Delivery, IT Service Management, Program Management, Agile Methodologies, Outsourcing, Management, SaaS, Software Development, SDLC, Project Delivery, Enterprise Architecture, Testing, Requirements Gathering, Business Process, PMP, Product Management
Education
De Montfort University 1993 — 1997
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Norfolk College of Arts and Technology 1991 — 1993
BTEC Electrical and Electronic Engineering
Ustream, Inc. July 2014 - Present
Process Solutions February 2014 - Present
BP November 2014 - February 2015
GE August 2013 - February 2014
Morgan Stanley April 2012 - December 2012
LEGO Group September 2011 - November 2011
Skills
Training, Organizational..., Leadership Development, Onboarding, Human Resources, Employee Training, Assessment Center, New Hire Orientations, Diversity & Inclusion
Education
Debreceni Egyetem 2007 — 2012
MA, Industrial and Organizational Psychology
Morgan Stanley June 2015 - Present
Evolving Vox November 2012 - January 2015
Morgan Stanley June 2014 - August 2014
Nomura Securities September 2013 - November 2013
NBC News July 2012 - August 2012
Skills
Investment Banking, Finance, Leadership, Investments, Entrepreneurship, Social Media, Business Strategy, Start-ups, Valuation, Business Analysis, Athletics, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Data Analysis
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, History
J E January 2007 - Present
Morgan Stanley July 2002 - January 2007
Jones Lang LaSalle 1986 - 1989
Skills
Quantitative Finance, Derivatives, Fixed Income, Options, Risk Management, Valuation, Asset Management, Portfolio Management, Investments, Investment Strategies, Strategy, Financial Analysis
Education
University of Chicago
MS, Financial Mathematics
University of Chicago
PhD, Economics
Wellesley College
Mathematics and Music
Dartmouth College
Mathematics
Morgan Stanley February 2013 - Present
Morgan Stanley January 2010 - February 2013
OTP Bank May 2009 - January 2010
Morgan Stanley April 2007 - April 2009
EDS October 2006 - April 2007
Skills
Market Data, Accounting, Finance
Education
Debreceni Egyetem 2000 — 2006
MSc, Economics
First English Language High School, Sofia, BG 1995 — 1998
goodmortgage.com September 2015 - Present
Pacific Union Financial, LLC July 2014 - June 2015
RoundPoint Mortgage Company January 2011 - June 2014
LendingTree June 2009 - December 2010
Sparkroom.com January 2007 - May 2009
Helix Financial September 2006 - December 2006
Decision One Mortgage May 2005 - August 2006
LendingTree.com January 1999 - April 2005
Morgan Stanley 1997 - 1997
Chevy Chase Bank / B.F. Saul Mortgage Co. September 1989 - June 1996
Skills
Sales Management, Recruiting, Skilled Labor, Business Development, Strategic Partnerships, Lead Generation, Analytics, Online Advertising, Mortgage Lending, Relationship Management, Start-ups, Marketing Strategy, Customer Acquisition, New Business Development, Account Management, Mortgage Banking, Marketing, Management, Market Research, E-commerce, Leadership, Competitive Analysis, Strategy, Business Strategy, Mergers & Acquisitions, Sales, CRM, Strategic Planning, Executive Management, Loans, Product Management, Loan Origination, Credit, Online Marketing, Direct Marketing, Financial Services, Customer Retention, Advertising
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance and Marketing
Davidson College 1985 — 1989
Bachelor Of Arts, Political Science
Georgetown Preparatory 1981 — 1985
Morgan Stanley September 2015 - Present
B and Z Consulting Bt. 2005 - Present
Trendency Digital October 2014 - August 2015
Celergo LLC February 2012 - August 2014
Intercomp Global Services December 2010 - December 2011
Intercomp Global Services May 2011 - July 2011
BISS Kft. May 2008 - November 2010
DSS Consulting Kft. November 2006 - April 2008
Satyam Computer Services Ltd. January 2005 - November 2006
DNS Kft. January 2003 - January 2005
Skills
Metadata Management, Business Analysis, Monte Carlo Simulation, Software Project..., Business Intelligence, Data Warehousing, Oracle, Analysis, Business Planning, Data Analysis, Data Mining, Databases, Project Management, Management, Solution Architecture, Data Warehouse..., OLAP, Business Development, Microsoft SQL Server, SQL, Requirements Analysis, Telecommunications, Strategy
Education
University of Alabama 1992 — 1998
Ph.D; Master's, Physics
University of Alabama 1995 — 1996
took courses, Economics
Debreceni Egyetem 1985 — 1990
B.S, Physics
Chadwick Martin Bailey November 2011 - January 2013
Morgan Stanley June 2010 - August 2010
Jetboil, Inc. June 2008 - March 2010
Skills
SPSS, Market Research, Data Analysis, Research, Qualitative Research, Stata, Marketing Research, Editing, PowerPoint, Statistics, Survey Design, Focus Groups
Education
Wellesley College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government, Economics
Dartmouth College 2009 — 2010
12-College Exchange Student, Political Science and Government, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley May 2014 - August 2014
Accedian Networks May 2013 - September 2013
Jobbook May 2012 - September 2012
Skills
Web Development, MySQL, Ruby on Rails, Git, Linux, JavaScript, Eclipse, Object Oriented Design, PHP, HTML, CSS, Wordpress, Ruby, Java, Unix Shell Scripting, Networking, Vim, Redmine, jQuery, C, Python, Agile Methodologies, Version One, Ethernet, C#, SML, Fortran, GNU tools, JMX
Education
McGill University 2010 — 2014
Bachelor of Engineering (BEng), Software Engineering
Dawson College 2008 — 2010
DEC, Health Sciences
Tillage Commodities Management 2011 - Present
Morgan Stanley June 1993 - January 2011
Chicago Board of Trade 1992 - 1992
Skills
Options, Trading, Derivatives, Investments, Entrepreneurship, Commodity, Private Equity, Valuation, Hedge Funds, Strategy, Asset Management, Corporate Finance, Alternative Investments, Due Diligence, Equities, Financial Modeling, Mergers & Acquisitions, Fixed Income, Capital Markets, Portfolio Management, Commodity Markets, Mutual Funds, Hedging, Emerging Markets, Financial Structuring, Investment Banking, Structured Products, Bloomberg, Venture Capital, Proprietary Trading, Securities, Financial Markets, Trading Systems, Fund Of Funds, Structured Finance, Equity Derivatives, Swaps, Investment Management, Global Macro, Investment Strategies, Electronic Trading, FX Options, Credit Derivatives, Trading Strategies, Quantitative Finance, Bonds, Equity Trading, Market Risk
Education
Harvard Business School 1991 — 1993
MBA
Dartmouth College 1983 — 1987
B.S., Economics/Computer Science
Morgan Stanley January 2011 - January 2013
Morgan Stanley 1985 - 2008
Irving Trust Company 1977 - 1985
Skills
Credit Risk, Investment Banking, Financial Statement..., Strategic Financial..., Alternative Investments, Capital Markets, Credit, Private Equity, Corporate Finance, Risk Management, Hedge Funds, Investments, Commercial Banking, Management, Equities, Fixed Income, Asset Management, Valuation, Strategic Planning, Derivatives, Alumni Relations, Portfolio Management, Asset Managment
Education
Dartmouth College 1973 — 1977
AB, Religion
New York University Graduate School of Business Administration 1980 — 1984
MBA, finance
KKR July 2014 - Present
Morgan Stanley June 2012 - July 2014
Project RightChoice October 2009 - June 2012
Connecticut River Capital 2012 - 2012
Morgan Stanley June 2011 - August 2011
Dartmouth College December 2010 - June 2011
McKinsey & Company November 2010 - December 2010
Bank of America September 2010 - October 2010
Education
Dartmouth College 2008 — 2012
B.A., Economics Modified with Mathematical Finance; Minor in Spanish
St. Lukes School 2004 — 2008
Data Value Systems November 2014 - Present
KPMG September 2014 - December 2014
CIFC Asset Management July 2013 - September 2014
JP Morgan Chase April 2011 - July 2013
Morgan Stanley May 2006 - April 2011
Time Warner Inc. May 2002 - May 2006
Prudential Financial October 2000 - May 2002
Americas Systems October 1999 - October 2000
United Medical LLC September 1998 - September 1999
Skills
Data Warehousing, Data Modeling, Sybase, ETL, T-SQL, Informatica, Business Intelligence, Microsoft SQL Server, Project Management, Business Objects, DB2, Oracle, SSIS, SSRS, DB2 9.1, SQL Tuning, Databases, Data Architects, MSSQL Server, Data Visualization, Tableau
Education
University of Medicine and Dentistry of New Jersey 1998 — 1998
Masters, Biomedical Science
The College of William and Mary 1995 — 1997
BS
Davidson College 1993 — 1994
Ramapo High School 1990 — 1993
GE Asset Management May 2010 - Present
GE Asset Management October 2007 - May 2010
The Hartford July 2005 - October 2007
ING April 2002 - July 2005
Morgan Stanley September 2000 - January 2002
Skills
Series 7, Series 63, Series 31, Relationship Management, Marketing Communications, Equities, Mutual Funds, Alternative Investments, FINRA, Investments, Portfolio Management, Securities, Investor Relations, Investment Management, Financial Services, Investment Strategies, Fixed Income, Hedge Funds, Emerging Markets, Strategy, Asset Allocation, Asset Management, Pensions, 401k, Bonds, Private Equity, CRM
Education
The University of Connecticut School of Business 2011 — 2015
MBA, International Business and Management
NYU School of Continuing and Professional Studies 2012 — 2013
Davidson College 1996 — 2000
BA, English
Morgan Stanley July 2011 - Present
StreetWise Partners January 2010 - Present
Goldman Sachs July 2008 - June 2011
Skills
Risk Management, Private Equity, Economics, Financial Risk, Management, Strategy, Analysis, Leadership, Program Management
Education
Dartmouth College
A.B., Economics, Biology, Chemistry
Università Commerciale 'Luigi Bocconi'
Economics
UBS October 2012 - Present
Morgan Stanley June 1993 - October 2012
Education
University of Richmond 1989 — 1993
BA, Economics, Political Science and Finance
Deerfield Academy 1986 — 1989
Sapling Learning November 2013 - Present
Indus Realty January 2013 - December 2013
Nu Key Realty Solutions, LLC September 2008 - December 2013
Capital City Sotheby's International Realty February 2010 - January 2013
More Than a Teacher August 2011 - September 2012
The Princeton Review May 2009 - July 2011
Bridgewater Associates 2006 - 2006
Morgan Stanley 2004 - 2005
Skills
Due Diligence, Real Estate, Real Estate Transactions, Investments, Valuation, Financial Modeling, Teaching, Economics, Film Production, Video Production, Tennis, Financial Analysis, Real Estate Development, Commercial Real Estate, Academic Tutoring, Statistics, Venture Capital, Private Equity, Property Management, Market Analysis, Entrepreneurship, Real Estate Financing, Mergers & Acquisitions, Selling, Mathematics, Test Preparation, Graduate Record..., GMAT, Superior Client Service, Sales
Education
Florida Atlantic University 2006 — 2008
M.S., Economics
Dartmouth College 2000 — 2004
B.A., Economics, Magna Cum Laude
Community School of Naples 1999 — 2000
The Columbus Academy 1986 — 1999
Broadway Limited Imports, LLC October 2012 - Present
LTC Financial Partners January 2011 - February 2013
Brown & Brown October 2008 - January 2011
Brooke Capital Corporation December 2002 - August 2008
Morgan Stanley October 2000 - December 2002
Allstate Insurance October 1987 - June 2000
Travelers Insurance June 1984 - August 1987
Skills
Insurance, Property & Casualty..., Workers Compensation
Education
Davidson College 1980 — 1984
BA, History
Bayview Residential July 2003 - Present
Morgan Stanley March 1999 - November 2001
CompUSA February 1988 - July 1998
Skills
Investments, Real Estate Investment, Real Estate, Investment Properties, Mortgage, 1031 Exchanges, Real Estate Financing, Foreclosures, Short Sales, REO, First Time Buyers, Loans, Residential, Residential Mortgages, Sellers, Commercial Mortgages, Refinance, Real Estate Negotiation, Real Estate Transactions, Mortgage Lending, Residential Homes, First Time Home Buyers, Single Family Homes, Commercial Real Estate, SFR, FHA, Townhomes, Vacation Homes, Referrals, Listings, Condos, New Home Sales, Investors, Buyer Representation, Management
Education
De Anza College 1989 — 2001
CAE October 2014 - Present
Morgan Stanley June 2012 - August 2014
TD Bank Group May 2010 - May 2012
Argonne National Laboratory June 2008 - June 2009
McDonald's May 2005 - May 2008
IRI January 2005 - April 2005
Citadel Investment Group September 2004 - November 2004
Archer Daniels Midland Company June 2004 - August 2004
Canadian Tire October 2003 - February 2004
Canadian Tire May 2001 - January 2002
Skills
Software Development, Perl, Embedded Systems, Integration, Architectures, Unix, Telecommunications, Analysis, Embedded Software, Architecture, Linux, ETL, Testing, Servers, VoIP, Windows, Systems Analysis, RTOS, Shell Scripting, Requirements Analysis, UML, C/C++, C++
Education
McGill University 1977 — 1981
BS Electrical Engineering, Minor in Computer Science
Dawson College 1975 — 1977
BGC Partners November 2010 - Present
Forefront Capital 2009 - 2010
Morgan Stanley March 2007 - July 2009
Skills
Series 7, Equities, Fixed Income, Financial Analysis, Investments, Economics, Excel, Bloomberg, Word, Microsoft Office, Risk Management, Customer Relations, Securities, PowerPoint, Trading, Bonds, Derivatives, Capital Markets
Education
Dartmouth College 2002 — 2006
Bachelor, Economics
The Tuck School of Business at Dartmouth 2004 — 2005
Bridge Program
GTCR LLC August 2014 - Present
Clayton Dubilier & Rice August 2010 - August 2012
Morgan Stanley August 2008 - July 2010
Goldman Sachs July 2007 - September 2007
Baker Street Capital Management April 2006 - July 2006
Skills
Equities, Private Equity, Economics, Investment Banking, Leveraged Finance, Financial Modeling, Valuation, Due Diligence, Corporate Finance, LBO, Venture Capital, Investments, Capital Markets, Hedge Funds, Mergers & Acquisitions, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Management
Dartmouth College 2004 — 2008
BA, Economics
University of Oxford 2007 — 2007
Economics
Jakarta International School
Hedge Fund Management Firm November 2006 - Present
Hedge Fund Management Firm November 2005 - November 2006
Morgan Stanley November 2003 - November 2005
Skills
CDS, ABS, MBS, Strategic Planning, Leadership, Relationship Management, Trading Systems, Options, Bloomberg, Asset Management, Business Strategy, Trading, Fixed Income, Hedge Funds, Valuation
Education
Davidson College 1997 — 2001
Bachelor's degree, Spanish Language and Literature
The Hackley School
Morgan Stanley October 2014 - Present
Air Canada February 2013 - October 2014
RBC July 2011 - November 2012
Air Canada May 2011 - July 2011
Aeroplan October 2007 - June 2011
Royal Bank of Canada September 1989 - July 2007
Skills
Business Intelligence, Visio, Data Analysis, DB2, Data Warehousing, Agile Methodologies, Business Process, Business Objects, Software Documentation, SDLC, Integration, Project Management, Analytics, Solution Architecture
Education
Dawson College 1983 — 1986
DEC, Computer Science
Monitor Deloitte January 2015 - Present
EY July 2013 - December 2014
Procter & Gamble May 2012 - August 2012
ACCION International - Center for Financial Inclusion April 2009 - August 2011
ACCION International October 2007 - April 2009
Morgan Stanley July 2005 - August 2007
Skills
Financial Analysis, Risk Management, Microfinance, Social Entrepreneurship, Due Diligence, Emerging Markets, Business Strategy, Finance, Cross-functional Team..., Competitive Analysis, Leadership, Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), International Relations, History
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - March 2015
Gridley & Company LLC January 2014 - March 2014
The Brookings Institution June 2013 - August 2013
Dartmouth Policy Research Shop January 2013 - June 2013
Jamba Juice June 2012 - August 2012
Marin County Sheriff's Office January 2009 - May 2012
Skills
Project Management, Policy Analysis, Public Speaking, Research, Data Analysis
Education
Dartmouth College 2012 — 2016
BA in Economics, Minor in Public Policy
Redwood High School 2008 — 2012
Goldman Sachs August 2015 - Present
Goldman Sachs July 2013 - July 2015
NYU Stern School of Business January 2013 - May 2013
Morgan Stanley June 2012 - August 2012
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Bachelor of Science (BS), Finance, 3.5
De Anza College 2010 — 2011
3.92
Lynbrook High 2005 — 2009
University of California, San Diego
Northgate Capital April 2015 - Present
Lubert-Adler Real Estate Funds August 2013 - March 2015
LLR Partners August 2013 - March 2015
Patriot Financial Partners L.P. August 2013 - March 2015
Apollo Global Management LLC February 2011 - July 2013
Morgan Stanley March 2004 - February 2011
Credit Suisse 2000 - 2004
Skills
Capital Markets, Derivatives, Investment Banking, Asset Managment, Portfolio Management, Investment Advisory, Investments, Valuation, Due Diligence, Corporate Finance, Risk Management, Private Equity, Alternative Investments, Venture Capital
Education
Dartmouth College 1984 — 1988
Bachelor of Arts (B.A.), History
Temple University - Fox School of Business and Management 1992 — 1995
Master of Business Administration (MBA), Finance
Haverford School
Morgan Stanley June 2015 - Present
DiagnosMe LLC January 2013 - January 2015
Morgan Stanley January 2014 - March 2014
National Financial Partners November 2012 - December 2012
MacLean Fogg Company August 2012 - August 2012
Cypress Semiconductor June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Engineering
American Express December 2014 - Present
American Express July 2012 - December 2014
American Express July 2010 - July 2012
BDO Seidman, LLP January 2008 - April 2010
Morgan Stanley August 2007 - January 2008
PricewaterhouseCoopers September 2005 - August 2007
KPMG September 2003 - September 2005
Skills
Internal Audit, Internal Controls, SOX, Corporate Governance, Risk Management, Compliance, Auditing, Restructuring, Risk, Operational Risk..., M&A due diligence, Banking, Financial Risk, Operational Risk, External Audit, Business Process..., Financial Analysis, Enterprise Risk..., Financial Services, Governance, Sarbanes-Oxley, Analytics, Finance, Strategy, Basel II, AML, Sarbanes-Oxley Act, Due Diligence, Analysis, Accounting, Management
Education
BPP Professional Education 2002 — 2003
Post Grad, Chartered Institute of Management Accountants (CIMA)
De Montfort University 1997 — 2000
BA Hons, Accounting and Finance
Willenhall Comp
dwp Software Kft. April 2013 - Present
Morgan Stanley August 2011 - February 2013
Skills
Java, SQL, XML, Spring, Eclipse, C, Linux, DB2, Smart GWT, Java Enterprise Edition, Groovy, Ant
Education
Debreceni Egyetem 2004 — 2011
UBS Financial Services, Inc. August 2000 - Present
Morgan Stanley April 1998 - July 2001
Education
Davenport University 1991 — 1996
Eisenhower 1989 — 1991
Cardinal Mooney 1987 — 1989
Morgan Stanley December 2014 - Present
MetLife February 2012 - December 2014
IBM December 1986 - June 2011
Aetna May 1976 - December 1986
Skills
z/OS, MVS, IMS DB/DC, Middleware, DB2, Mainframe, IBM Mainframe, REXX, JCL, Java, Disaster Recovery, XML, Software Development, TSO, Architecture, Data Center, IBM Utilities, Operating Systems, Performance Tuning, VSAM, ISPF, AIX, Enterprise Architecture, SOA, Unix, Websphere, COBOL, Testing, WebSphere Application..., CICS, Solution Architecture, High Availability, WebSphere MQ, Security, Shell Scripting, Application Architecture, Java Enterprise Edition, RACF, Integration, Cloud Computing, OS/390, System Architecture, Systems Analysis, Software Project..., Identity Management, Architectures, WebSphere
Education
Davis and Elkins College 1971 — 1976
BS, Math
Morgan Stanley November 2014 - Present
UBS September 2010 - November 2014
Pizza House July 2006 - August 2009
University Club of Michigan State University September 2001 - February 2005
Skills
Financial Analysis, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Reporting, Classroom, Microsoft Excel, Insurance, Accounting, Leadership, Analysis, Microsoft Office, Data Analysis
Education
The American College of Financial Services 2014 — 2015
Certificate of Paraplanner Development
Davenport University 2007 — 2010
Management, Financial Management
Michigan State University 1998 — 2001
MetLife January 2012 - Present
Morgan Stanley August 2010 - December 2011
State Street Bank 2002 - 2009
Education
Dartmouth College 1998 — 2002
BA, Environmental Studies
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley May 2008 - January 2012
Siemens February 2007 - May 2008
University of Debrecen, Hungary 2005 - 2008
University of Debrecen, DOTE PET Centrum September 2005 - April 2006
Lambda Com Kft December 2004 - September 2005
Skills
C++, Scala, Java, Design Patterns, Multithreading, Linux, Eclipse, Concurrency, C, XML, Architectures, Architecture, STL, Distributed Systems, Threads, HTML, Core Java, JUnit, Spring, Hibernate
Education
Universitat Rovira i Virgili 2006 — 2008
phd, formal languages and applications
Debreceni Egyetem 2005 — 2008
phd, distributed systems
Debreceni Egyetem 2000 — 2005
MS, program designer mathematician
Foldes Ferenc high school 1996 — 2000
Mathematics
Morgan Stanley December 2014 - Present
Morgan Stanley May 2014 - November 2014
IT Services Hungary Kft. February 2013 - May 2014
IT Services Hungary Kft. October 2012 - February 2013
Skills
C#, ASP.NET MVC, MVC, LINQ, WPF, JavaScript, CSS, HTML, Bootstrap, AngularJS, Scrum, Visual Studio, Microsoft SQL Server, TFS, Entity Framework, Agile Methodologies, XML, Eclipse, MySQL, Unit Testing, Java, Perforce, MVVM
Education
Debreceni Egyetem 2009 — 2013
Bachelor's degree, Computer Software Engineering
Ady Endre High School, Oradea 2005 — 2009
Graduation, Mathematics & Information Sciences
DACHS Computing & Biosciences July 2014 - Present
Morgan Stanley November 2013 - June 2014
National Instruments June 2012 - November 2013
Hungarian Police February 2006 - June 2012
Bethlen Gabor and Irinyi Secondary Schools, Debrecen September 2004 - February 2006
Skills
Testing, Requirements Gathering, Project Management, Systems Analysis, SQL, Requirements Analysis, Database Tools, Test Automation, Automation, Solution Focused, Project Metrics, PCB design, Scrum, Management, Access, Agile Methodologies, Quality Assurance, Documentum, EMC, Analysis
Education
Debreceni Egyetem
Master's degree, Chemistry and IT teacher
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley September 2013 - December 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2012 - August 2012
Memorial Sloan Kettering June 2010 - August 2010
Harlem Soccer Academy April 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, English
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Government
Horace Mann School 1997 — 2011
Morgan Stanley March 2013 - Present
Morgan Stanley January 2000 - February 2012
Computer Consulting Services May 1993 - January 1998
Asian Development Bank March 1992 - May 1993
Skills
Business Analysis, SDLC, Project Management, Management, Requirements Analysis, Program Management, Software Project..., IT Strategy, SQL, Software Development, Integration
Education
De La Salle University
Bachelor of Science (BS), Information Technology
Capgemini October 2014 - Present
Morgan Stanley October 2014 - Present
Nebu April 2013 - September 2014
Meditcom March 2010 - March 2013
Infostyle October 2008 - February 2010
Skills
Java, JSP, JSF, J2EE Application..., Web Services, J2EE Web Services, EJB, JPA, GWT, Smart GWT, JavaScript, CSS, JavaFX, Tomcat, Maven, Java Enterprise Edition, Subversion, SQL, XML, MySQL, Scrum
Education
Debreceni Egyetem
Master of Science (MSc), Computer Software Engineering
Twente University
Morgan Stanley June 2013 - Present
Self-employed Software Engineer December 2005 - Present
EPAM Systems August 2010 - June 2013
TELL Software Hungary November 2008 - July 2010
Skills
Spring, Ant, JUnit, JDBC, JAXB, J2SE, Maven, Hibernate, Servlets, EJB, Tomcat, JPA, J2EE, Design Patterns, JIRA, JSP, WSDL, SOAP, Subversion, JavaSE, Java Enterprise Edition, Scrum, Git, MyBatis, RESTful WebServices, Eclipse, Web Applications, JAX-WS, Apache, SoapUI, AJAX, XML Schema, XML, JSON, SOA, Java, Agile Methodologies, Object Oriented Design, JMS, Test Driven Development, XSLT, Continuous Integration, REST, Tortoise SVN, Selenium, MVC, Spring Framework
Education
Debreceni Egyetem
Erste Bank January 2013 - Present
Erste Bank March 2011 - January 2013
Erste Bank May 2009 - May 2011
Morgan Stanley September 2007 - May 2009
Skills
Risk, Credit Risk, Customer Relations, Risk Management, Corporate Finance, Financial Analysis, Economics, Analysis, Banking, CRM, Credit, Credit Analysis, Customer Service, Financial Risk, Management, Market Risk, Mergers, Portfolio Management
Education
Debreceni Egyetem 2002 — 2007
Masters, international economics
Chartered Institute for Securities and Investment
Investment Administration Qualification -1. Introducition to Securities and Investment, Investments and Securities
Charles Schwab February 2015 - Present
Morgan Stanley September 2011 - February 2015
Merrill Lynch October 2010 - July 2011
Independent Consultant (self employed) November 2004 - August 2010
Hewlett-Packard November 2000 - March 2006
SSL (Space Systems Loral) February 1997 - October 2000
Skills
Employees
Education
San Jose State University 1994 — 1996
BS Business Administration / Finance, Business Management / Finance
De Anza College
Associate of Science (AS), Business/Commerce, General
City National Bank 2011 - Present
San Francisco Unified School District October 2013 - February 2015
Academy of Finance, National Academy Foundation (NAF) & SFUSD August 2012 - February 2015
Aikido of Notre Dame de Namur University September 2009 - September 2011
Merchant Support Network Inc. January 2007 - March 2011
First Republic Bank May 2005 - December 2006
First Republic Bank April 2003 - May 2005
Wells Fargo & Co. November 2001 - April 2003
Morgan Stanley March 2000 - November 2001
Enterprise Rent-A-Car December 1999 - March 2000
Skills
Wealth Management, Credit, Private Banking, Loans, Small Business, Financial Services, Merchant Services, Business Planning, Business Strategy, Business Analysis, New Business Development, Business Process..., Team Leadership, Team Building, Leadership Development, Training, Management, Coaching, Finance, Nonprofits, Leadership, Entrepreneurship, CRM, Accounting, Business Development
Education
San Jose State University 1994 — 1997
Bachelor of Arts, Behavioral Science Double Major Psychology
De Anza College 1991 — 1994
Associate of Arts, Liberal Arts
Budapest University of Technology and Economics 2001 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) May 2010 - May 2015
OTP Bank August 2008 - May 2010
Morgan Stanley November 2007 - July 2008
Eötvös Loránd University 2004 - 2007
Skills
C++, R, Research, Quantitative Analytics, Data Analysis, SAS, Statistics, Financial Modeling, Quantitative Finance, Matlab, Risk Management, Machine Learning, Mathematical Modeling, Time Series Analysis, SQL, Derivatives
Education
Debreceni Egyetem 1986 — 1989
Master of Arts (MA), Mathematics and Computer Science
Eötvös Loránd Tudományegyetem 1984 — 1986
Mathematics and Computer Science
UCSF April 2015 - July 2015
Morgan Stanley April 2014 - November 2014
Kaiser Permanente May 2013 - July 2013
Blue Shield of California August 2012 - March 2013
Fluidigm Corporation December 2011 - April 2012
Genentech December 2003 - August 2011
SUGEN (legacy Pfizer, Pharmacia April 2001 - December 2003
Homestake Mining 1991 - 1999
Skills
Human Resources, PowerPoint, Training, Management, Data Analysis, Invoicing, Access, Accounting, Process Scheduler, Event Planning, Corporate Events, Networking, Microsoft Excel, Time Management, Software Documentation, Visio, Process Improvement, Strategy, Leadership, PeopleSoft, Interviews
Education
De La Salle University
BS Management of Financial Institutions
San Francisco State University
Certificate, Event and Meeting Planning
Kronos May 2013 - Present
Morgan Stanley May 2012 - August 2012
Kronos May 2011 - August 2011
Babel Media July 2010 - August 2010
Skills
Java, SQL, C#, XML, Software Engineering, C++, Python, C, Eclipse, Agile Methodologies, JavaScript, Perl, Unix, Visual Studio, JSP
Education
McGill University - Desautels Faculty of Management 2015 — 2018
Master’s Degree, Master of Business Administration (M.B.A.)
McGill University 2009 — 2013
Bachelor of Engineering, Software Engineering, 3.39
Dawson College 2007 — 2009
DEC, Pure & Applied Science (First Choice)
Goldman Sachs July 2015 - Present
Connect January 2015 - Present
NCAA 2011 - 2015
Goldman Sachs June 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Morgan Stanley June 2013 - August 2013
TCI Wealth Advisors, Inc. June 2012 - August 2012
Skills
Research, Microsoft Excel, Economics, Analysis, Microsoft Office, Editing, Social Media, Public Speaking, Microsoft Word, Data Analysis, Time Management, Spanish, PowerPoint, Social Networking, Coaching, Stata, Photoshop, Java, Event Planning, Market Research, Statistics, Valuation, Financial Modeling, Financial Analysis, Financial Statement..., Python, M&A Modeling, Leveraged Finance
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, summa cum laude
Proofpoint September 2015 - Present
Morgan Stanley July 2015 - August 2015
Houzz November 2014 - August 2015
Fry's Electronics March 2012 - September 2012
Hollister Co. December 2009 - March 2010
Skills
Microsoft Word, Customer Service, Microsoft Office, Teamwork, Cashiering, HTML, Microsoft Excel, PowerPoint, Social Networking, Computer Hardware, Data Entry, Sales, Event Planning, Photoshop
Education
UC Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics, Communications
De Anza College 2010 — 2012
Morgan Stanley June 2015 - Present
Skills
Economics, Microsoft Office, Investment Banking, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Financial Analysis, Leadership, Spanish, Equities, Data Analysis, Valuation, PowerPoint
Education
Davidson College 2011 — 2015
Political Science
Middlebury Union High School 2007 — 2011
Nomura July 2015 - Present
Needham & Company June 2014 - August 2014
Morgan Stanley December 2013 - March 2014
Skills
Wealth Management, Capital Markets, Investment Banking, Bloomberg, Health, Equities, Leadership, Teamwork, Financial Analysis, Microsoft Word, Economics
Education
Dartmouth College 2011 — 2015
Morgan Stanley July 2013 - Present
HS&C Wealth Management, a financial advisory practice of Ameriprise Financial Services, Inc. December 2012 - June 2013
H&S Companies January 2012 - June 2013
HS&C Wealth Management, a financial advisor practice of Ameriprise Financial Services, Inc. January 2011 - April 2012
CMS Group LLC dba Ameriprise Financial Services, Inc. March 2008 - December 2010
MPD Welding-Grand Rapids Inc. August 2006 - April 2008
Merrill Lynch August 2003 - August 2006
MPD Welding-Grand Rapids Inc. November 2001 - August 2003
Baker Furniture June 2000 - November 2001
Skills
Talent Management, Compliance, Human Resources, Human Resource..., Social Media, Health Care Reform, Performance Management, Strategic Planning, Administration, Workforce Management, Financial Analysis, Training & Development, HR Consulting, System Administration, Employee Relations, FLSA, Compensation & Benefit, Process Improvement, Organizational..., Goal Setting, Employee Training, Recruiting, Management, HR Policies, Deferred Compensation, Leadership
Education
University of Wisconsin-Whitewater 2008 — 2010
MBA
Davenport University 2000 — 2003
B.A.S.
Google August 2013 - Present
Morgan Stanley June 2011 - July 2013
Skills
Financial Modeling, Valuation, Bloomberg, Data Analysis, Investment Banking, Economics, Corporate Finance, Quantitative Analytics, Stata, Financial Analysis, Private Equity, Capital Markets, Fixed Income, Research, Spanish
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), History & Economics
Optimal Payments PLC August 2015 - Present
Morgan Stanley June 2013 - Present
PSL May 2011 - March 2013
Bullhorn 2011 - 2012
Bullhorn 2011 - 2012
Computec S.A. March 2010 - August 2011
Columbus IT Andino October 2009 - March 2010
Banco de Occidente February 2007 - August 2009
Skills
Oracle 10g/11g, DB2, SQLServer 2005/2008, MySQL, IBM WebSphere, Weblogic, Tomcat, Glassfish, JBoss, C/C++, Java, PL/SQL, Java Server Faces, Richfaces, Spring MVC, JavaScript, HTML, JQuery, Eclipse IDE, NetBeans, JDeveloper, RUP, CMMI, SCRUM, Oracle Forms, Oracle Reports, Crystal Reports, IBM Ondemand, Xenos, Maven, JUnit
Education
2011 — 2011
IASA Architecture Foundation, Arquitectura
2009 — 2010
Especialista en construccion de software, Ciencias de la computacion
2002 — 2008
Ingeniero de sistemas y computacion, Ciencias de la computacion
Dawson College
French Conversation
Morgan Stanley August 2014 - Present
Charles River Associates September 2011 - June 2012
Charles River Associates September 2008 - September 2011
Charles River Associates July 2007 - September 2008
Skills
Company Valuation, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance, General
Dartmouth College 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
Virginia Foundation for the Humanities September 2015 - Present
Univ. of Virginia August 2015 - Present
MosieInvest LLC 2006 - Present
ESPN.com 2004 - 2006
Ecole Polytechnique 2003 - 2005
Mosie Media LLC 1996 - 2004
Morgan Stanley 1993 - 1996
Skills
Digital Journalism, Investigative Reporting, Feature Articles, Public Speaking, French to English, Interviews, Creative Nonfiction..., Child Advocacy, Adolescent Health, Alcohol Awareness, Copy Editing, Creative Writing, Storytelling, Editing, Narration
Education
University of Oregon 1998 — 2000
MA, Nonfiction Writing
The University of Texas at Austin 1991 — 1993
MBA, Finance
Southern Methodist University 1984 — 1988
BA, Journalism
Deerfield Academy
Google January 2015 - Present
Google February 2014 - December 2014
Google December 2012 - February 2014
Morgan Stanley June 2011 - November 2012
Morgan Stanley June 2010 - August 2010
Bridgewater Associates January 2010 - March 2010
Skills
Enterprise Software, SaaS
Education
Dartmouth College 2007 — 2011
Bachelor of Arts, Government, Minor in Pyschology
Morgan Stanley July 2015 - Present
In-N-Out Burger September 2009 - June 2015
Skills
Marketing, Business Strategy, Management, Customer Service, Leadership, Teamwork, Social Media, Social Networking, Time Management, Microsoft Word
Education
San Jose State University 2013 — 2015
Bachelor's degree, Business Administration and Management, General
De Anza College 2010 — 2013
AS-T Degree, Business Administration and Management, General
Wells Fargo Advisors September 2010 - Present
Morgan Stanley 1997 - 2010
Skills
Corporate Retirement..., Investment Planning, Mutual Funds, Investments, Retirement, 401k, Financial Analysis, Strategic Planning, Leadership
Education
Dean College
Associate's degree, Accounting
University of New Haven
Bachelor's degree, Accounting
Odeon Capital Group LLC May 2013 - Present
Morgan Stanley March 2011 - February 2013
Proietti Restaurant Group May 2009 - June 2011
United Nations March 2010 - April 2010
Education
Pace University 2008 — 2010
Bachelor of Arts (B.A.), Economics
Dean College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Snow Phipps Group August 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Morgan Stanley March 2010 - May 2010
Skills
Capital Markets, Investment Banking, Corporate Finance, Convertible Securities, Equity Derivatives, Trading, Structured Finance, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Oratory Preparatory School 2003 — 2007
Orox Capital Management, LLC November 2012 - Present
Courage Capital Management March 2012 - November 2012
UBS Investment Bank June 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Highland Capital Management, L.P. July 2007 - July 2009
Falcon Fund January 2006 - July 2007
UBS Investment Bank July 2004 - December 2005
Skills
Distressed Debt, Private Equity, Hedge Funds, Investment Banking, Corporate Finance, Credit, Equities, Financial Modeling, Portfolio Management, Valuation, Mergers, Alternative Investments, Financial Analysis
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science (B.S.)
Davidson College 2000 — 2001
Citadel Investment Group May 2013 - Present
Morgan Stanley May 2010 - April 2013
Goldman Sachs July 2009 - April 2010
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Bloomberg, Hedge Funds, Options, Quantitative Analytics, Financial Analysis, Investments, Portfolio Management
Education
Dartmouth College 2005 — 2009
Bachelor's Degree, Engineering
Thayer School of Engineering at Dartmouth 2005 — 2009
B.E., Applied Mathematics in Engineering
New York University
M.S., Mathematical Finance ( Incomplete )
Baylor High School
Camber Advisors 2002 - Present
Envision EMI 2012 - 2012
Deloitte & Touche 1991 - 2002
Morgan Stanley 1987 - 1989
Skills
Business Process, Private Equity, Due Diligence, Management Consulting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing and Finance
Dartmouth College 1981 — 1985
Bachelors, English
General Gizmonics Inc. April 2008 - Present
Metro Global Research Corp. March 2006 - January 2008
Bank of America investment services January 2000 - January 2006
Morgan Stanley February 1998 - January 2000
Skills
Management, Leadership, Negotiation, Public Speaking, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Training, PowerPoint, Team Building, Healthcare, Organizational..., Analysis, Public Relations
Education
Dartmouth College 1981 — 1985
BA, Political Science, International Relations Specialization
CCRI 2008 — 2010
ADN, Nursing
Apax Partners July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - July 2012
Investment Management June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Investment Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Finance
Dawson College
ROYAL WEST
Morgan Stanley June 2012 - Present
Morgan Stanley June 2010 - June 2012
USA Hockey March 2005 - May 2009
Education
Dartmouth College 2006 — 2010
BA, Economics
Noble and Greenough School 2000 — 2005
Morgan Stanley September 2008 - Present
Keogler Morgan 1992 - 1997
Interstatate Johnson Lane 1985 - 1992
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Securities, Asset Allocation, Mutual Funds, Investments, Equities, Strategic Financial..., Alternative Investments, Portfolio Management, Retirement, Fixed Income, Series 65, FINRA, Investment Advisory
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
Bachelor's degree, Finance, General
Davidson College 1985 — 1986
Economics
Oceanwide August 2015 - Present
Morgan Stanley March 2011 - September 2012
Intelerad Medical Systems 2011 - 2011
Forensic Technology Inc October 2000 - July 2009
Forensic Technology Inc October 2000 - July 2009
Forensic Technology Inc October 2000 - July 2009
Forensic Technology Inc October 2000 - July 2009
Forensic Technology Inc October 2000 - July 2009
Forensic Technology Inc October 2000 - July 2009
Jesta IS - Nun's February 2005 - May 2005
Skills
Databases, Oracle, Integration, SQL, Testing, Software Documentation, Business Intelligence, PL/SQL, Telecommunications, Analysis, System Deployment, Software Installation, Management, AIX, Leadership, Hardware, Data Migration, Unix, Microsoft SQL Server, Software Development, Database Design, SharePoint, Linux
Education
McGill University 2002 — 2004
Certificate, Systems Analysis & Design
Dawson College 1995 — 1999
DEC, Computer Science Technology
Cresom
Herzing College
DBA
Howard S. Billings
Och-Ziff Capital Management July 2012 - May 2013
Credit Suisse September 2010 - March 2012
Standard Chartered Bank August 2009 - July 2010
PIMCO May 2007 - August 2008
Morgan Stanley October 2005 - April 2007
Skills
Derivatives, Equities, Options, ISDA, Swaps, Prime Brokerage, Foreign Languages, Hedge Funds, Mutual Funds, Capital Markets, Risk Management, Commodity, Hedging, CDS, Securities, Financial Risk, Interest Rate Swaps, Portfolio Management, Securities Lending, Credit Risk
Education
Fordham University School of Law 2001 — 2004
JD, Law
Dartmouth College 1994 — 1998
BA, Classical Archaeology
Hunter College High School 1988 — 1994
Redmane Technology September 2004 - Present
Penske Logistics, Beachwood OH February 2003 - September 2004
Dole Fresh Vegetables Inc. Salinas, CA November 2002 - December 2002
Morgan Stanley September 2000 - August 2002
US Airways Pittsburg, PA February 1999 - April 2000
SONY SYSTEMS DESIGN INT’L, Singapore February 1997 - November 1998
SOFTWARE AG (ASIA PACIFIC), Manila, Philippines May 1995 - February 1997
UBP 1990 - 1995
Skills
ADABAS, JCL, CICS, TSO, Natural Resources, OS/390, Mainframe, COBOL, DB2, VSAM, Syncsort, IBM Utilities, Requirements Analysis, Systems Analysis, IMS DB/DC, Software Development, Databases, Microsoft SQL Server, ISPF, SPUFI, SDLC, PL/1, Fileaid, Easytrieve, MVS, Requirements Gathering, Visual Studio, Unix, SQL, Visio, Data Warehousing
Education
De La Salle University 1984 — 1989
Bachelor of Science in Computer Science, Information Technology
Victorino Mapa High School 1980 — 1984
Graduate-Valedictorian, High School
San Beda College 1973 — 1980
Millennium Partners January 2013 - Present
Nomura Securities June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2007 - September 2008
Merrill Lynch May 2006 - August 2007
Morgan Stanley 2000 - 2006
Skills
Reference Data, Equities, Market Data, Electronic Trading, Trading, Fixed Income, Compliance, Program Management, Business Intelligence, Capital Markets, Data Management, Data Governance, Investment Banking, IT Strategy, Data Quality, Application Architecture, Data Warehousing, Data Modeling, Analytics, Vendor Management, Regulatory Requirements, Surveillance, KDB+, Sybase, Perl, Java, ETL, Securities, Master Data Management, Cross Functional..., Bloomberg Data License, Middle Office, Low Latency, Financial Services, Derivatives, Trading Systems
Education
Dayalbagh Educational Institute 1988 — 1992
Masters, Software Development, Mathematics
Northwestern Mutual - Tampa January 2014 - Present
Northwestern Mutual - Washington, DC January 2012 - December 2013
Northwestern Mutual - The Potomac Group June 2007 - December 2011
Northwestern Mutual - The Washington Group July 2005 - June 2007
Northwestern Mutual Financial Network March 2003 - July 2005
Morgan Stanley July 2002 - February 2003
Education
Davidson College 1998 — 2002
Bachelor of Arts, History
Caravel Management LLC 2014 - Present
Caravel Management LLC January 2012 - Present
Caravel Management LLC January 2010 - December 2011
WRA Investment March 2008 - December 2009
Morgan Stanley May 2005 - March 2008
Skills
Emerging Markets, Bloomberg, Valuation, Hedge Funds, Investment Banking, Capital Markets, Equity Research, Fixed Income, Financial Modeling, Equities, Alternative Investments, Due Diligence, Portfolio Management, Equity Valuation, Private Equity, Investments, Corporate Finance, Financial Analysis, Asset Management
Education
Harvard University 2001 — 2005
BS, Economics
Deerfield Academy 1999 — 2001
High School
Shanghai Foreign Language School 1993 — 1999
Premune AB May 2014 - Present
Life Sciences Consultant January 2011 - April 2014
Transave, Inc. May 2007 - December 2010
Pharmacopeia, Inc. 2005 - 2006
Metaphore, Inc. 2003 - 2004
Confetti Network Ltd 2000 - 2000
Banque Indosuez 1992 - 1999
Morgan Stanley 1989 - 1992
Goldman Sachs 1985 - 1989
Skills
Mergers, Due Diligence, Venture Capital, IPO, Corporate Development, Capital Raising, Divestitures, Private Equity, Biotechnology, SEC filings, Pharmaceutical Industry, Financial Modeling, Strategic Planning, Restructuring, Corporate Finance, Managerial Finance, Financial Reporting, M&A experience, Investor Relations, Financial Operations, Capital Markets, Investments, Strategy, Finance, Investment Banking, Private Placements, Executive Management, Acquisition Integration, Start-ups, Valuation, Corporate Governance, Mergers & Acquisitions, Strategic Financial...
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, General Management
Dartmouth College 1975 — 1979
AB, Asian Studies
Morgan Stanley September 2014 - Present
Morgan Stanley January 2007 - August 2014
Nuance Recognita (formerly Scansoft) November 2002 - January 2007
Hospnet 1999 - 2002
Skills
Quality Assurance, SQL, Project Management, Testing, Software Quality..., Regression Testing, Manual Testing, Quality Center, Test Planning, Requirements Analysis, Software Development, Software Project..., Unix, Software Engineering, JIRA, Databases, SDLC, XML, CCNA, Mac OS
Education
Veszprémi Egyetem 2003 — 2006
MSc, Teacher of IT Science
Debreceni Egyetem 1992 — 1998
MSc, Teacher of Mathematics and Physics
JAG, Ózd
Transave Inc. 2007 - 2010
Pharmacopeia, Inc. 2005 - 2006
Metaphore, Inc. 2003 - 2004
Confetti Network Ltd 2000 - 2000
Banque Indosuez 1992 - 1999
Morgan Stanley 1989 - 1992
Goldman Sachs 1985 - 1989
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, General Management
Dartmouth College 1975 — 1979
AB, Asian Studies
CLSA July 2011 - Present
Access 342 November 2006 - July 2011
Morgan Stanley 1992 - 2006
Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Investments, Asset Managment, Alternative Investments, Valuation, Portfolio Management, Investment Banking, Private Equity, Fixed Income
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Dartmouth College 1977 — 1981
BA, Sociology
Morgan Stanley Investment Management July 2015 - Present
Credit Suisse June 2014 - July 2015
Morgan Stanley 2001 - 2014
KPMG 1999 - 2001
J.P. Morgan 1994 - 1996
Skills
Chartered Financial..., Certified Financial..., Certified Investment..., Unified Managed Accounts, Separately Managed..., Investment Advisory, Wealth Management, Alternative Investments, Equities, Series 7, Series 24, Series 63, Series 65, Process Improvement, Business Strategy, Business Analysis, Financial Analysis
Education
Dartmouth College 1988 — 1992
A.B., Sociology/Psychology
Zicklin School of Business, Baruch College, CUNY (Jack Nash Honors MBA Program) 1997 — 1999
MBA, Finance and Investments
Lawrenceville School 1983 — 1988
Morgan Stanley June 2008 - Present
Schlumberger June 2006 - April 2007
GE Global Research May 2005 - August 2005
Education
Dartmouth College 2007 — 2008
Indian Institute of Technology, Madras
Consonance Capital Partners 2011 - Present
CCMP Capital Advisors, LLC 2000 - 2011
JPMorgan Partners 2000 - 2006
Morgan Stanley 1999 - 2000
JP Morgan 1996 - 1999
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA
Dartmouth College 1987 — 1991
AB, Philosophy
Phoenix Investment Adviser April 2006 - Present
Morgan Stanley 1986 - 2005
Skills
Investments, Alternative Investments, Fixed Income, Investment Banking, Asset Management, Equities, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Investment Strategies, Portfolio Management
Education
Harvard Business School 1984 — 1986
MBA
Dartmouth College 1978 — 1982
BA, Economics
St John's High School
FINRA 2014 - Present
Morgan Stanley Wealth Management 2013 - 2014
Broadridge Financial Solutions, Inc 2005 - 2012
Bank of America Securities 1999 - 2005
Morgan Stanley 1992 - 1998
Paine Webber Inc. 1986 - 1993
Skills
FINRA registrations:..., Trading Systems, Equity Trading, Trade Compliance, Compliance Training, Best Execution, Block Trading, Securities Regulation, Client Coverage, Financial Policies &..., Oral & Written..., Options, Financial Markets, Relationship Management, Fixed Income execution..., FX trading, Business governance, WSP, Broker Dealer compliance, Hedge Funds, Asset Management, Investment Advisory, Investment Portfolio, Series 7, FINRA, Programme Governance, Broker-Dealer, Securities, Fixed Income, Financial Risk, AML, Equities, Financial Services, Trading, FX Options
Education
Kenyon College 1982 — 1986
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 1979 — 1982
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
SunTrust Bank October 2013 - Present
Salem Capital, LLC March 2013 - Present
Bank of America Merrill Lynch May 2011 - October 2013
Morgan Stanley March 2010 - May 2011
The South Financial Group February 2010 - March 2010
The South Financial Group July 2006 - February 2010
Nexsen Pruet, LLC June 2002 - July 2002
Skills
Middle Market, Financial Analysis, Commercial Banking, Small Business Lending, Credit, Underwriting, Credit Analysis, Securities Lending, Loans, Commercial Lending, Credit Risk, Finance, Banking, Portfolio Management, Financial Risk, Risk Management, Loan Origination
Education
Davidson College 2001 — 2005
BA, Political Science
West Charlotte HS 1997 — 2001
High School Diploma
Moody's Investors Service June 2015 - Present
Rice Financial Products Company September 1998 - May 2015
Zambia Privitisation Agency December 1995 - December 1997
Morgan Stanley February 1994 - December 1995
Smith Barney, Harris Upham & Co August 1986 - January 1994
Skills
Strategic Planning, Finance, Business Strategy, Marketing, Recruiting, Investment Banking, New Business Development, Sales, Government, Bonds, Project Finance, Derivatives, Mergers & Acquisitions, Valuation, Investments, Capital Markets, Financial Structuring, Due Diligence, Financial Modeling, Fixed Income, Policy
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1978 — 1982
Bachelor's Degree, Economics
Morgan Stanley September 2013 - Present
Barclays Wealth September 2008 - August 2013
Lehman Brothers 2006 - September 2008
Skills
Capital Markets, Fixed Income, Credit Analysis, Commercial Real Estate..., Bloomberg, Valuation, Asset Managment, Alternative Investments, Investments, Interest Rate Swaps, Derivatives, Series 7, Portfolio Management, Financial Analysis, Investment Management, Securities Lending, Real Estate Lending, Asset Management, Series 63, Credit
Education
Dartmouth College 2001 — 2005
BA, History, Art History
Silicon Valley Bank September 2014 - Present
Morgan Stanley June 2010 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investment Banking, Fixed Income, Data Analysis, Corporate Finance, Due Diligence
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Melrose High School 2002 — 2006
Inside valuation Partners August 2010 - Present
The IRA Guy Inc./Deak Realty Group July 2004 - Present
Morgan Stanley December 1998 - June 2004
Education
Florida State University 2000 — 2001
CFP, Financial Planning
San Jose State University 1988 — 1990
BA, Economics
De Anza College
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Morgan Stanley July 2010 - January 2013
Education
Dartmouth College 2004 — 2008
BA, Economics
Bank of America Merrill Lynch April 2015 - Present
RBC Capital Markets June 2014 - March 2015
Moody's Investors Service January 2012 - May 2014
Morgan Stanley June 2010 - January 2012
Moody's Analytics 2007 - July 2010
Education
Davidson College 2002 — 2006
B.A., Economics
Landa Vineyards June 2004 - Present
The Active Network March 2000 - June 2013
CMC Industries 1995 - 1999
Silicon Valley Technology 1991 - 1995
Morgan Stanley 1990 - 1990
Monitor Company 1986 - 1989
Education
University of California, Davis 2013 — 2015
Winemaking Certificate, Winemaking
Stanford Graduate School of Business 1989 — 1991
Master's degree, Business Administration
Dartmouth College 1982 — 1986
Bachelor of Arts (AB), Engineering & Economics
Morgan Stanley March 2015 - Present
Morgan Stanley June 2012 - March 2015
Morgan Stanley February 2011 - June 2012
MASMI November 2008 - January 2011
BellResearch June 2007 - October 2008
MarketResponse January 2006 - May 2007
Skills
Quantitative Research, Segmentation, Data Analysis, Market Research, SPSS, Marketing Research, Analysis, Statistics, Online Research, Business Intelligence, Business Analysis, Research, Project Management, Microsoft Office, SAS, Data Mining, Microsoft Excel
Education
Debreceni Egyetem 2001 — 2006
Master, Sociology
New Enterprise Associates June 2008 - Present
Morgan Stanley 1992 - 2008
Skills
Venture Capital, Private Equity, Valuation, Mergers, Investments, Growth Equity, Technology Sector, Internet, Software Sector
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA, Finance
Dartmouth College 1987 — 1991
AB, Economics
Morgan Stanley December 2014 - Present
Wells Fargo Advisors April 2014 - December 2014
Wells Fargo Advisors December 2012 - April 2014
Wells Fargo March 2010 - December 2012
Wells Fargo Advisors July 2008 - March 2010
Skills
Investments, Business Development, Wealth Management, Leadership, Strategic Communications, Integrity
Education
Davidson College 2003 — 2007
Bachelors
Kappa Alpha Psi
Morgan Stanley Investment Management March 2000 - June 2010
Morgan Stanley September 1998 - March 2000
Citi 1996 - 1998
Skills
Alternative Investments, Investments, Equities, Wealth Management
Education
De La Salle University 1991 — 1995
Bachelor of Science in Business Administration
T. Rowe Price August 2001 - Present
Morgan Stanley June 2000 - June 2001
Morgan Stanley 1998 - 2000
Skills
Fixed Income, Investment Banking
Education
Dartmouth College 1994 — 1998
BA, History
Morgan Stanley May 2011 - Present
Standard Life Assurance Company of Canada January 1994 - January 2011
Standard Life Assurance Company of Canada January 1992 - January 1994
Standard Life Assurance Company of Canada January 1988 - January 1992
Standard Life Assurance Company of Canada January 1984 - January 1988
The Montreal YMCA January 1982 - January 1984
Skills
Retirement, Cross-functional Team..., Investments, Mutual Funds, Financial Services, Change Management, Strategic Planning
Education
Dawson College 1978 — 1982
DEC, Community Recraetional Leadership Technology
Oliver Wyman July 2012 - Present
Morgan Stanley June 2011 - August 2011
TerraVerde Renewable Partners March 2011 - June 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Tiandi Energy 2012 - Present
Hawkwood Energy 2011 - Present
Associated Banc-Corp 2011 - Present
Deutsche Bank 2004 - 2011
General Electric 2001 - 2004
Credit Suisse 1996 - 2001
Citigroup(formerly Smith Barney) 1994 - 1996
Morgan Stanley 1974 - 1994
Skills
Private Equity, Investment Banking, Mergers, Corporate Development, Venture Capital, Business Strategy, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Development, Energy, Management, Strategic Planning, Corporate Finance, Valuation, Financial Modeling
Education
Stanford University Graduate School of Business 1972 — 1974
Master of Business Administration (MBA), Finance, Highest honors
Dartmouth College 1968 — 1972
A.B., Economics, Summa Cum Laude
Morgan Stanley July 2014 - Present
Magicom January 2013 - July 2014
BT Global Services August 2011 - December 2012
IT Services Hungary Kft. March 2010 - August 2011
Skills
Routing Protocols, Switch Configuration, RIP, OSPF, BGP, Cisco IOS, Troubleshooting, HSRP, Toggle, WAN, CCNP, CCNA, EIGRP, IPSec, MPLS, Routing, Cisco Technologies, VLAN, QoS, Networking, NAT, MPLS VPN, LAN Switching, Juniper, Switches
Education
Debreceni Egyetem
BSc, Software Engineer
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Triangle Peak Partners January 2014 - April 2014
Wells Fargo June 2013 - August 2013
Twin Coast Entertainment November 2011 - October 2012
LiveIntent, Inc. June 2012 - September 2012
LiveIntent, Inc. August 2011 - September 2011
Skills
Physics, Digital Marketing, Online Advertising, Start-ups, Spanish, Web Analytics, Microsoft Excel, PowerPoint, Capital IQ, ThomsonOne, Bloomberg Terminal, Public Speaking, Microsoft Office, Data Analysis, Social Media, Finance, Research
Education
Stanford University 2011 — 2015
Bachelor of Science (BSc), Engineering of Management Science; Minor in Economics, Senior
Deerfield Academy 2007 — 2011
Special Editions Publishing April 2014 - Present
BioDerm Inc. January 2011 - February 2014
Allen and Associates October 2008 - November 2010
Dynetech April 2002 - March 2008
Morgan Stanley June 2000 - February 2002
Superior Medical Systems January 1998 - June 2000
University of Michigan Health System June 1995 - November 1997
Education
Davis College 1990 — 1994
Aviation Administration
St. Francis deSales
Morgan Stanley January 2014 - July 2014
DDMAL Laboratory @ McGill University April 2012 - August 2013
Tecsys Inc. April 2010 - August 2010
Skills
C, Java, JavaScript, CSS, C++
Education
McGill University 2010 — 2014
Bachelors, Computer Science
Dawson College 2007 — 2010
Technical DEC, Computer Science Technology
Valley Christian Center August 2007 - Present
Morgan Stanley 2006 - 2007
Our Savior Lutheran School 2002 - 2006
Pyramid Technology 1991 - 1998
Mica Microwave 1989 - 1991
Education
Montclair State University 1986 — 1989
B/A, Economics
De Anza College 1982 — 1984
A/A, Business Administration
Leland High School 1979 — 1982
General Education, High School Diploma
Morgan Stanley November 2013 - Present
Morgan Stanley August 2007 - November 2013
Information Balance 2006 - 2007
Information Balance 2001 - 2006
Skills
Spring, Java, Perl, Sybase, SQL, Unix, XML, C#, DB2, Hibernate, Linux, Agile Methodologies, Multithreading, Eclipse, Design Patterns, JUnit
Education
Universität Paderborn / University of Paderborn 2005 — 2006
-, Mathematics and Computer Science
Debreceni Egyetem 2000 — 2006
Master's degree, Mathematics and Computer Science
Aquilo Partners, L.P. June 2014 - Present
Silvergate Pharmaceuticals January 2014 - Present
Silvergate Pharmaceuticals August 2011 - January 2014
Frazier Healthcare Ventures January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Cowen & Company July 2005 - June 2006
Skills
Biotechnology, Corporate Development, Venture Capital, Due Diligence, Pharmaceutical Industry, Lifesciences, Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Strategy, Business Strategy, Start-ups, Corporate Finance, Competitive Analysis, Business Development, Entrepreneurship, Emerging Markets, Medical Devices, M&A experience
Education
Dartmouth College 2000 — 2004
Bachelor of Arts (B.A.), Molecular Biology & Biochemistry
EPAM Systems September 2009 - Present
Morgan Stanley June 2007 - July 2009
Siemens PSE Kft. August 2004 - May 2007
Skills
Databases, T-SQL
Education
Debreceni Egyetem 1999 — 2004
Mathematics and Computer Science