Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
HMF Global Macro Partners, LLP January 2015 - Present
Raymond James & Associates: September 2006 - December 2014
Morgan Stanley January 1995 - September 2006
Skills
Asset Allocation, Investments, Investment Advisory, Estate Planning, Economics, Financial Advisory, Alternative Investments, Finance, High Net Worth..., Securities, Investment Strategies, Financial Planning, Retirement Planning, Portfolio Management
Education
Eastern Illinois University 1958 — 1962
BS, Business Administration
Raymond James October 2007 - Present
Drexel Financial Services October 2000 - September 2007
Union Planters Bank June 1999 - September 2000
Morgan Stanley April 1992 - March 1999
Merrill Lynch Realty January 1987 - January 1989
Drexel Burnham Lambert January 1977 - January 1987
Skills
Fixed Annuities, Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Series 63, Financial Services, Long-term Care, Insurance, Investment Strategies, Life Insurance, Securities, Investments, Disability Insurance, Options, Wealth, 401k, Uniform Combined State..., 401k Rollovers, Loans, Finance, Wealth Management..., Financial Planners, Series 65, ETFs, College Savings Plans, Bonds, Financial Planning
Education
Eastern Illinois University
Bachelor of Arts (BA), Business
Southern Illinois University
Business Studies
Lynchburg College 1971 — 1972
Liberal Arts Studies
Evanston Township
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - August 2014
Morgan Stanley Wealth Management August 2013 - September 2013
LogMeIn June 2013 - July 2013
Skills
Human Resources, Volunteering, Volunteer Recruiting, Time Management, Communication, High Level Of Accuracy, SPSS, PeopleSoft, Data Entry, PowerPoint, Data Analysis, Teamwork, English, Public Speaking
Education
University of Durham 2012 — 2015
Psychology
Eötvös József High School 2008 — 2012
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2007 - May 2014
Morgan Stanley April 2005 - April 2007
Morgan Stanley April 2002 - April 2005
Indonesian National Television Corporation September 1993 - April 1998
Skills
Wealth Management, Series 7, Series 63, Series 65, Asset Allocation, Investment Strategies, Portfolio Management, Alternative Investments, FINRA, Financial Recruiting, Branch Management, Sales Management, Equities, Investments, Uniform Combined State..., Investment Advisory, ETFs, General Aviation, series 3, series 66, series 9, series 10, Hedge Funds, Retirement Planning, Fixed Income, Strategic Financial..., Securities, Agriculture, Organic Farming, Talent Management, Talent Acquisition, Salesforce.com, Training, Coaching, Presentations, Certified Financial..., Financial Services, MBA, 401k Rollovers, 401k, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Development, Onboarding
Education
Durham Business School 1994 — 1998
MBA, Finance, Organizational Development and Entrepreneurship
University of Durham 1988 — 1992
Bachelor of Arts (B.A.), Modern Language and Literature, Distinction in Oral Expression
University of Cambridge Local Examinations Syndicate
Royal Society of Arts - Certificate of Teaching English as a Foreign Language, International House, London
Riverbank Wealth Management LLC November 2010 - Present
Fifth Third Securities August 2003 - November 2010
Morgan Stanley June 2000 - August 2003
Skills
Investment Strategies, Estate Planning, Strategic Financial..., Alternative Investments, High Net Worth..., Asset Management, Hedge Funds, Risk Management, Private Wealth..., Insurance, Cash Management
Education
East Tennessee State University 1997 — 2000
Bachelor's degree, Finance, General
Merrill Lynch Wealth Management April 2015 - Present
Cheevers, Hand & Angeline August 2002 - April 2015
Morgan Stanley May 1997 - August 2002
Dean Witter/Morgan Stanley July 1985 - May 1997
Skills
Investments, Finance, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Equities, Portfolio Management, Asset Management, Series 63, Fixed Income, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Banking
Education
East Stroudsburg University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna Community HIgh School 1974 — 1978
Morgan Stanley August 2015 - Present
Morgan Stanley June 2015 - August 2015
New York University August 2014 - August 2015
PricewaterhouseCoopers December 2014 - March 2015
MVision Private Equity Advisers June 2014 - August 2014
Bank of America Merrill Lynch June 2014 - June 2014
Morgan Stanley June 2014 - June 2014
MVision Private Equity Advisers February 2014 - May 2014
Elizabeth Arden August 2013 - December 2013
Satovsky Asset Management July 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Research, Data Analysis, Policy Analysis, Trade Finance, Economics, Private Banking, Market Research, Marketing Strategy, PowerPoint, Minitab, Social Media
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
B.S. Business and Political Economy (Finance, Economics, Political Science), Dean's List (2012-Present)
East China Normal University 2014 — 2014
(Semester Exchange) B.S. Business and Political Economy (BPE)
UCL 2013 — 2014
(Two Semester Exchange) B.S. Business and Political Economy (BPE)
Oxford High School 2008 — 2012
High School Diploma with High Honors and Distinction, Salutatorian, 4.20
Troika Dialog / Sberbank CIB / SberTech 2012 - Present
Volant Trading 2009 - 2011
Morgan Stanley 2007 - 2008
Microsoft 1998 - 2006
Truman State University 1993 - 1995
Skills
C++, Distributed Systems, XML, Perl, Python, C#, Software Design, Software Engineering, Multithreading, Linux, High Frequency Trading, Trading Systems, Index Arbitrage, Trading, JavaScript, SQL, Databases, SOAP, Feed Handlers, Performance Tuning, .NET, FIX, Software Development, Software Project..., Software Estimation, Customer Engagement, Technology Evangelism, Market making, Java, Scalability, Systems Integration, Agile Methodologies, Agile Application..., Computer Networking, Ultra Low Latency, Refactoring, Design Patterns, SOLID Principles, Enterprise Software, Agile Project Management, Scrum, Object Oriented Design, algorithms, visual studio, Program Management, Architecture, Programming, Management, Web Services
Education
University of Illinois at Urbana-Champaign 1995 — 1997
Master of Science (M.S.), Mathematics
Truman State University
Master of Arts, Mathematics
Eastern Mennonite University
Bachelor of Sciences, Liberal Arts and Sciences
Morgan Stanley 1999 - Present
Fulcrum Asset Management 2006 - 2008
Goldman Sachs 1993 - 1999
British Intelligence January 1991 - 1993
Royal Navy 1981 - 1991
Education
Durham University 1982 — 1985
BA, History and Politics
MASI, Ltd. April 2012 - Present
M&A International, Inc. April 2012 - Present
CBV Advisors January 2012 - January 2013
Six Pillar Capital, LLC October 2010 - January 2012
LeTip Chicago Downtown Chapter May 2004 - 2012
R Capital Advisors October 2009 - October 2010
JPMorgan Chase May 2005 - February 2009
Houlihan Smith & Co. 2009 - 2009
Morgan Stanley April 2004 - May 2005
Ostrow Marine Inc. 1992 - 2004
Skills
International M&A, Investment Banking, Mergers & Acquisitions, Business Valuation, M&A experience, Entrepreneurship, New Business Development, Acquisitions, Capital Raising, Divestitures, Private Equity, Venture Capital, Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Mergers, Investments, Corporate Finance, Litigation Support, Finance, Exit Strategies, LBO, Equities, Expert Witness, Medical Handheld..., Global Testing,..., Quality Management..., Non-Destructive Testing..., Contract Research..., Medical Product..., Cross-border Mergers &..., Construction &..., Precision Plastic..., Energy Efficiency &..., Scientific Research &..., Healthcare IT..., HR Staffing & Executive..., Food & Beverage (F&B)..., Broadband, Digital &..., Medical Contract..., Business Support..., Pharmaceutical Contract..., Precision Tool & Die..., Engineering Plastics..., Plastic Products..., OEM Contract..., Automotive & Aerospace..., Research and..., IQ-OQ-PQ Verification &...
Education
American Institute for Expert Witness Education (AIEWE) 2011 — 2011
Completed, Financial Litigation
Chartered Merger & Acquisition Professional (CMAP) 2011 — 2011
Completed, Middle Market Mergers and Acquisitions
Certified Valuation Analyst (CVA) 2010 — 2011
Completed, National Association of Certified Valuation Analyst (NACVA)
Chartered Alternative Investment Analyst (CAIA) 2009 — 2010
Completed, Alternative Investments
Investment Banking Institute 2009 — 2009
Completed, Financial Modeling and Valuation
Eastern Illinois University 1992 — 1997
BA, Economics, Business Administration
CDI LLC November 2013 - Present
TekScape September 2012 - August 2013
Morgan Stanley April 2006 - October 2012
Global Crossing January 2001 - April 2006
Skills
Routing, Low Latency, Market Data, Vendor Management, Data Center, Sybase, Co-location, Managed Services, IT Strategy, ITIL, Project Portfolio..., Disaster Recovery, Trading Systems, Project Delivery, Outsourcing, Data Transformation, Cloud Computing, CISSP, Infrastructure, Program Management, Virtualization, Information Security, IT Service Management, Management, Service Delivery, Cisco Technologies, Pre-sales, Security, Networking, IT Management, Leadership, Strategy, Change Management, Project Management, Business Continuity, Enterprise Architecture, Team Management, System Deployment, Information Technology, IT Operations, PMO, Integration, Resource Management, PMP, Network Architecture, Incident Management, Project Planning, Telecommunications, Professional Services
Education
Project Management Institute 2011 — 2011
PMP, Project Management Professional
University of Amsterdam 2002 — 2004
PhD, Philosophy
University of California, San Diego 1997 — 1999
MA, Literature and Philosophy
Eastern Mediterranean University 1993 — 1997
BA, Literature
Morgan Stanley September 2014 - Present
Prudential Financial February 2013 - September 2014
Skills
Strategic Financial..., Series 6, Banking, Insurance, Life and Health..., Spanish-speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Variable Annuities, Annuity Sales, Strategic Planning, Risk Management
Education
East Stroudsburg University of Pennsylvania 2007 — 2012
Bachelor of Science (B.S.), Business Management
The Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors 2006 - Present
Morgan Stanley 1995 - 2005
Wheat First Securities 1991 - 1994
Wachovia Bank 1985 - 1992
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Investment Strategies, Life Insurance..., College Savings Plans, Social Security
Education
East Carolina University 1991 — 1995
Bachelor of Science (BSBA), Finance
East Carolina University 1991 — 1995
Bachelor of Arts (BS), Psychology
Delaware Investments, a member of the Macquarie Capital Group August 2000 - Present
Morgan Stanley April 1998 - August 2000
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Exchange Traded Funds, Index Funds, Equities, Fixed Income, Investments, Public Speaking, Revenue Generation, Asset Allocation, LinkedIn, AIF, CMFC
Education
East Carolina University 1989 — 1995
BS, Business Management
UBS Wealth Management January 2014 - Present
Morgan Stanley December 2008 - January 2014
Merrill Lynch 2006 - 2008
UBS 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation
Education
The University of London/ American College 2000 — 2000
Post Graduate classes in Finance, Finance and Economics
East Tennessee State University 1996 — 2000
BBA, Corporate Finance and Investments, Political Science
UBS Financial Services Inc. June 2013 - Present
UBS Financial Services Inc. January 2008 - May 2013
UBS Financial Services Inc. June 2007 - December 2007
UBS Financial Services Inc. July 2005 - June 2007
UBS Financial Services Inc. January 2002 - July 2005
Morgan Stanley June 1999 - January 2002
Education
East Tennessee State University 2001 — 2003
MBA, Business
East Tennessee State University 1994 — 1999
BBA, Finance
Happy Valley High School 1991 — 1994
Janney Montgomery Scott April 2009 - Present
Smith Barney August 2005 - April 2009
Morgan Stanley July 2001 - August 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Investment Strategies, Pensions, Series 7, Securities, Asset Allocation, Series 63, Financial Planning, 401k, Mutual Funds, Alternative Investments, Investment Advisory, Series 65, Wealth Management..., Retirement, FINRA, ETFs, Uniform Combined State..., IRAs, Equities, Variable Annuities, Money Management, Fixed Annuities, Series 66
Education
East Carolina University 1993 — 1997
Bachelor's Degree, Finance and Financial Management Services
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance September 2011 - July 2013
Liberty Mutual Group October 2008 - September 2011
Liberty Mutual Group March 2008 - October 2008
Liberty Mutual Group June 2007 - March 2008
Liberty Mutual Insurance June 2006 - June 2007
Morgan Stanley May 2005 - May 2006
United States Army May 1999 - May 2005
Skills
Insurance, Investments, Accounting, Business Strategy, Fixed Annuities, Series 7, Risk Management, Process Improvement, Portfolio Management, Microsoft Excel, Financial Services, Financial Modeling, Financial Analysis, Finance, Data Analysis, Analysis, Leadership, Access, Business Analysis, Financial Reporting
Education
Eastern Connecticut State University
Bachelor of Arts, Economics; Business Economics
Guardian Life December 2013 - Present
Morgan Stanley October 2012 - December 2013
Morgan Stanley Smith Barney February 2009 - October 2012
Smith Barney March 2006 - February 2009
Education
Eastern Illinois University 1988 — 1992
Bachelor of Science, Finance
John Wiley and Sons May 2013 - Present
John Wiley and Sons July 2009 - May 2013
General Consultant June 2008 - July 2009
Morgan Stanley May 2005 - May 2008
John Wiley and Sons August 1991 - May 2005
Skills
Budgets, Financial Modeling, Microsoft Excel, Strategic Planning, Project Management, Risk Management, Public Speaking, Due Diligence, Business Analysis, Valuation, Capital Markets, Microsoft Office, Management, Forecasting, Financial Accounting, Financial Analysis, Analysis, Financial Reporting, Operating Budgets, Credit, Contract Negotiation, Process Improvement, Business Planning, Accounting, Negotiation, Business Intelligence, Banking, Leadership, Finance, Executive Management, Portfolio Management, Strategy, Business Development, Business Strategy, Investments, Management Consulting, Business Process, Business Process..., Analytics, Corporate Finance, Policy, Consulting, Strategic Financial..., Human Resources, Training, Sales, Financial Services, Data Analysis, Asset Management, Change Management
Education
Marist College 2007 — 2009
Bachelors of Science
Dutchess Community College 2004 — 2007
Associates of Science
SunTrust Investment Services, Inc. April 2010 - Present
Smith Barney October 2006 - April 2010
Wells Fargo Advisors September 2005 - October 2006
Morgan Stanley July 2004 - September 2005
Education
East Carolina University 2002 — 2003
Master's degree, Business Administration and Management, General
East Carolina University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Eloquest Healthcare, Inc. November 2009 - April 2012
Eloquest Healthcare, Inc. October 2008 - October 2009
KeyBank September 2005 - October 2008
KeyBank February 2003 - September 2005
Morgan Stanley August 2001 - August 2002
Skills
Retail, Sales, Account Management, Customer Service, Market Research, Marketing, Competitive Analysis, Market Analysis, Marketing Research, CRM, Business Development, Email Marketing, Management, Marketing Strategy, Product Launch, Sales Operations, Strategic Planning, Trade Shows
Education
Eastern Michigan University
BBA, Marketing
Southfield-Lathrup High School
Diploma
PHH Mortgage April 2012 - Present
Morgan Stanley April 2006 - April 2012
Morgan Stanley Smith Barney 1999 - 2006
Morgan Stanley Smith Barney 1998 - 1999
Morgan Stanley Smith Barney 1995 - 1997
Skills
Team Leadership, Business Development, Sales Management, Manage Client..., Mortgage Lending, Banking, Loan Origination, Customer Service, Credit, Loans, Investor Relations
Education
Eastern Illinois University
Bachelor of Science, Finance
Dennis Wealth Management, LLC February 2013 - Present
Valic Financial Advisors, Inc. October 2003 - February 2013
Nationwide Securities Inc. October 2001 - August 2003
Morgan Stanley December 1999 - October 2001
Professional Basketball August 1992 - December 1999
Skills
Retirement, Fixed Annuities, Series 7, Investments, Securities, Series 63, FINRA, Financial Services, Disability Insurance, Insurance, IRAs, Retirement Planning, Qualified Retirement..., 401k Consulting, 401k Rollovers, 403b plans/Tax Shelter..., 529 College Savings..., Mutual Funds, Estate Planning, Series 24, Finance, 401k, Investment Advisory, Financial Advisory, Series 65, Wealth Management, Asset Allocation, 529 Plans, Wealth, Financial Planners, Long-term Care, Life Insurance, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Term Life Insurance, Wealth Accumulation, College Savings Plans, Investment Strategies
Education
East Tennessee State University 1987 — 1992
Bachelor of Science (BS)
Charleston High School 1984 — 1987
Diploma
Webster Bank August 2015 - Present
XL Catlin August 2010 - August 2015
Aetna Inc April 2007 - August 2010
Mashantucket Pequot Tribal Nation December 2005 - April 2007
Morgan Stanley March 2005 - December 2005
Enterprise Rent A Car January 2002 - March 2005
Skills
SOX, Access, Word, Excel, Financial Analysis, Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, Internal Controls, Sarbanes-Oxley, Strategic Financial..., Finance, Insurance, Management, CISA, Financial Audits, Analysis, Financial Planning, Financial Risk, Microsoft Excel
Education
University of Hartford 2005 — 2007
Master of Business Administration (M.B.A.), Accounting
Eastern Connecticut State University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Health First December 2014 - Present
Wilson Land Services January 2014 - Present
Consultant October 2012 - Present
Comprehensive Health Services June 2006 - October 2012
Morgan Stanley December 2002 - June 2006
Cingular Wireless January 1999 - October 2002
Skills
Program Management, Team Building, Training, Strategic Planning, Process Improvement, Customer Service, Account Management, Coaching, Healthcare, Outlook, Software Documentation, Operations Management, Sales Presentations, Executive sales, Government account..., Major account..., drug testing, substance abuse testing, Microsoft Office, Budgets, Management, Negotiation, Leadership Development, Project Management, Recruiting, Leadership, Team Leadership, Drug Testing, Business Development, Policy, Public Speaking, Organizational..., Project Planning, New Business Development, Quality Assurance, Analysis, Proposal Writing, Employee Relations, Customer Satisfaction, Access, Contract Negotiation, Microsoft Excel, Change Management, Human Resources
Education
University of Central Florida 2013 — 2016
Business Management, Human Resources
Brevard Community College
Associate of Arts (AA), Business
PMTI
Morgan Stanley July 2010 - Present
Morgan Stanley June 2009 - August 2009
St Joseph's Junior School June 2008 - August 2008
Skills
Scala, Java, Hibernate, Python, Test Driven Development, JavaScript, C#, Objective-C, CSS, Unix, SQL, Spring, XML
Education
Durham University 2007 — 2010
BSc 1:1, Computer Science
Raymond James Financial Services Inc. Member FINRA/SIPC 2007 - Present
Morgan Stanley 2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Retirement, Series 63, Strategic Financial..., Wealth Management, Mortgage Lending, Banking, Finance, Customer Service, 401k Rollovers, Financial Advisory, Investments
Education
East Carolina University 1978 — 1982
Allen Park Public Schools September 2008 - Present
Allen Park Public Schools, Arno Elementary September 2008 - Present
Self Employed January 1978 - April 2013
Morgan Stanley May 2001 - December 2006
Skills
Educational Leadership, Teaching, Curriculum Design, Curriculum Development, Staff Development, Educational Technology, Instructional Design, Classroom, K-12, Public Speaking, Classroom Management, Lesson Planning, Teacher Training, Differentiated..., Higher Education, Microsoft Office, Research, Literacy
Education
Eastern Michigan University 2011 — 2014
Master's of Arts, Educational Leadership and Administration, General
Eastern Michigan University 2004 — 2006
Bachelor of Science (B.S.), Elementary Education and Teaching
Morgan Stanley March 2008 - Present
UBS Financial Services April 2003 - March 2008
Roney & Co February 1987 - April 2003
Education
Eastern Michigan University 1966 — 1971
BBA, Finance and Financial Management Services
Grosse Pointe High School 1962 — 1966
WHARTON School of Business
Securities Industry Institute, Finance and Financial Management Services
MassMutual Financial Group January 2013 - Present
The Hartford March 2012 - December 2012
The Hartford 2008 - 2012
The Hartford 2006 - 2008
Morgan Stanley 2005 - 2006
US Army 1997 - 2004
Skills
Qualified Retirement..., Sales, 401k, Cash Balance, Retirement Plan..., Retirement, Profit Sharing, Retirement Planning, Series 6, Series 63, Mutual Funds
Education
Eastern Connecticut State University 1998 — 2002
Bachelor of Science (BS)
Enrico Fermi High School 1993 — 1997
Morgan Stanley June 2014 - Present
Target June 2013 - August 2013
Center for Technology and Innovation January 2012 - May 2012
National Association of Black Accountants Inc.- Binghamton Chapter September 2011 - May 2012
Skills
Customer Service, Time Management, Microsoft Office, Public Speaking, Event Planning, Research, Social Media, Event Management, Leadership, Human Resources, Access, Microsoft Excel, PowerPoint, Microsoft Word, Nonprofits
Education
State University of New York at Binghamton 2011 — 2013
Bachelor of Science, Marketing, Consulting and Leadership
Dutchess Community College 2009 — 2011
Business Administration
America's Compounding Center June 2015 - Present
Morgan Stanley October 2014 - May 2015
Baystate Wealth Management October 2012 - October 2014
Howland Capital September 2009 - October 2012
Skills
Marketing, Public Speaking, Social Media, Management, Event Planning, Customer Service, Microsoft Office, PowerPoint, Leadership, Event Management, Estate Planning
Education
New England School of Law 2009 — 2013
J.D., Law
Eastern Connecticut State University 2006 — 2009
B.A., Economics, Sociology, Business Information Systems
Morgan Stanley 2012 - Present
T Rowe Price 2008 - 2012
T. Rowe Price 2004 - 2008
Boston Financial Data Services 1988 - 2004
Skills
Relationship Management, Mutual Funds, Client Services, Problem Solving, Project Management, Team Leadership, Financial Services, CRM, Investments, Risk Management, SDLC, Leadership, Six Sigma, Series 63, Series 6, Series 7, series 26, Critical Thinking, Training, Alternative Investments, Call Centers, Fixed Income, Equities, Vendor Management, Management, Process Improvement
Education
Eastern Nazarene College
BA, Psychology
MidAmerica Nazarene University
MBA, Total Quality Management
Morgan Stanley February 2011 - Present
The Commonwealth Institute for Fiscal Analysis 2011 - January 2014
Wells Fargo Advisors, LLC 2009 - 2011
Northstar Academy 2008 - 2011
US Trust; Bank of America Private Wealth Management 2000 - 2009
Nationwide Insurance/Frangenberg Insurance Agency, Inc 1991 - 2000
Central Carolina Bank & Trust 1996 - 1998
Skills
Credit, Financial Planning, Banking, Series 7, Wealth Management, Asset Managment, Investments, Loans, Consulting, Holistic Financial..., Team Leadership, Partnerships, Strategic Financial..., Asset Management, Financial Advisory, Insurance, Private Banking, Series 63, Wealth, Finance, High Net Worth..., Retirement Planning, Portfolio Management, Wealth Management..., Financial Services, Credit Analysis, Relationship Management, Commercial Lending, Treasury Management, Credit Risk, Residential Mortgages, Strategic Planning, FINRA, Securities
Education
The College of William and Mary - The Mason School of Business 2001 — 2004
MBA, MBA: Finance
East Carolina University 1991 — 1996
BSBA, Marketing
IAT Group 2013 - Present
Johnson Lambert LLP 2007 - 2013
IBM 2003 - 2006
Morgan Stanley 2001 - 2002
Skills
Auditing, Accounting, Financial Reporting, Finance, Insurance, CPA, Property & Casualty..., Internal Controls, SEC filings, GAAP, US GAAP, Tax, External Audit, Statutory Accounting, Health Insurance, Crop Insurance, Strategic Financial..., Budgets, Life Insurance, Audits of Employee..., Financial Accounting, SEC Filings, Problem Solving, Assurance, Financial Planning, Financial Statements
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
MAcc
East Tennessee State University 1996 — 2000
BBA
East Tennessee State University 1996 — 2000
BA
Disciplined Advisors Group (www.dagwebsite.com) February 2008 - Present
Banc of America Investments February 2003 - January 2008
Morgan Stanley May 1979 - March 2003
Education
University of Pennsylvania - The Wharton School 1999 — 2000
Senior Branch Manager Program
Eastern New Mexico University 1969 — 1973
B.B.A., Agriculture Business
AgCareers.com October 2010 - Present
RBC Bank September 2007 - September 2010
New Century Bank, Dunn, NC February 2005 - September 2007
Morgan Stanley January 2001 - August 2004
Skills
Sales, Customer Service, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Banking, Teamwork, Human Resources, Leadership, Employee Relations, Management, Team Leadership, Time Management, Performance Management, Business Development
Education
East Carolina University 1995 — 2000
BS, Child Development & Family Relations
Triton High School 1991 — 1995
Federal Reserve Bank of New York March 2014 - Present
Morgan Stanley January 2011 - March 2014
Morgan Stanley 2007 - 2010
Morgan Stanley 2005 - 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Computer Associates, Inc September 1999 - October 2000
Skills
Project Management, Project Portfolio..., Program Management, PMO, PMP, PLC, SDLC, Divestitures, Vendor Management, Recruiting, Talent Management, Financial Services, Information Technology, SharePoint, Management
Education
East Carolina University 1995 — 1999
Bachelor of Arts, Communication
UBS Wealth Management November 2008 - Present
Morgan Stanley May 2004 - November 2008
General Motors January 1999 - April 2004
Education
Northwood University - Richard DeVos Graduate School of Management 2000 — 2002
MBA
Eastern Michigan University 1991 — 1995
Anchor Bay
Morgan Stanley July 2013 - Present
Avista Advisory Group- an affiliate of Houlihan Lokey June 2012 - August 2012
Richco, Inc. September 2011 - December 2011
Standard Chartered Bank June 2011 - August 2011
HDFC AMC June 2010 - August 2010
Skills
Due Diligence, Investments, Strategy, Finance
Education
St. Lawrence University 2009 — 2013
Bachelor of Science (B.Sc.), Economics-Mathematics
East China Normal University
Shanghai Semester- Business, Language and Culture Program
Deloitte Consulting December 2010 - Present
SunGard Availability Services February 2010 - November 2010
Morgan Stanley Investment Management September 2008 - February 2010
Morgan Stanley September 2005 - September 2008
Skills
Financial Structuring, Equities, Financial Analysis, Corporate Finance, Financial Accounting, Risk Management, Cost Accounting, Accounting, Due Diligence, Forecasting, Derivatives, Process Improvement, Fixed Income, Account Reconciliation, Finance, Financial Modeling, Financial Services, Management
Education
East Carolina University 2003 — 2005
B.S. Business Admin, Finance
Villanova University
Accounting
Narlock Insurance September 2008 - Present
Coastal Vending February 2005 - Present
Morgan Stanley May 2001 - June 2002
Skills
Series 7, Estate Planning, Finance, Financial Services, Health Insurance, Insurance, Life Insurance, Marketing, Mutual Funds, Retirement Planning, Investments, Long-term Care, Retirement, Small Business, Wealth Management, Real Estate, Real Estate Investment...
Education
Eastern Florida State College
none, general
Eastern Florida State College
State Street November 2014 - Present
attune Consulting September 2013 - October 2014
The TJX Companies January 2007 - June 2013
Stop & Shop Supermarket Co. LLC, Giant Food, Ahold USA June 2004 - December 2006
Various Contract Assignments March 2003 - November 2004
Brodeur Worldwide January 2000 - December 2001
Morgan Stanley September 1993 - January 2000
Skills
Financial Services, Merchandising, Supply Chain, Talent Acquisition, Recruiting, Sourcing, Inventory Management, Training, Employee Relations, Leadership, Management, Human Resources, Team Building, Process Improvement, Interviews, Talent Management, Deferred Compensation, Payroll, Benefits Administration, Personnel Management, Retail, Onboarding, Applicant Tracking..., Succession Planning, Hiring, Performance Management, Workforce Planning, Internet Recruiting, College Recruiting, Employee Engagement, Employee Training, Temporary Placement, New Hire Orientations, Strategy, Executive Search, Consulting, Employer Branding
Education
Eastern Nazarene College 2006 — 2006
Certficate
Howard University 1981 — 1987
BBA
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2006 - Present
Morgan Stanley February 2001 - February 2006
Cardinal Health June 1998 - February 2001
Skills
Mutual Funds, Strategic Financial..., Investments, Financial Advisory, Wealth, ETFs, Retirement Planning, Securities, Portfolio Management, Asset Management, Estate Planning, Uniform Combined State..., Loans, Wealth Management..., Series 7, Finance, Investment Management, Financial Services, Series 63, Wealth Management, Investment Advisory, Series 65, Retirement, Series 24, 401k, IRAs, Asset Allocation, FINRA, Series 6, Fixed Annuities
Education
University of Pennsylvania - The Wharton School 2009 — 2010
CIMA®, Advanced Investment Analysis
Securities Related 2008 — 2008
Registered Principal, Financial Supervision
Institute of Investment Management at Raymond James 2006 — 2006
Investment Management Consultant, Investment Analysis and Selection
The American College 2005 — 2005
Estate Planning Consultant, Estate Planning
CFP Board 2004 — 2005
CFP®, Retirement Planning, Investments, Insurance, Income Taxation, Estate Planning
East Carolina University - College of Business 1995 — 1999
BSBA, Financial Services; Corporate Finance
Morgan Stanley May 2014 - Present
UMT August 2011 - May 2014
Deutsche Bank June 2007 - August 2011
Wyeth Pharmaceuticals May 2006 - August 2006
Siemens Medical Solutions USA, Inc. June 2005 - December 2005
Siemens Medical Solutions USA, Inc. May 2004 - May 2005
Skills
Agile Methodologies, Business Analysis, Program Management, Project Portfolio..., Cross-functional Team..., Scrum, Process Improvement, PMO, ITIL, Change Management, Project Management, Governance, Quality Assurance, Testing
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Management & Project Management
Eastern Connecticut State University 2003 — 2005
BS, Computer Science
Bhartiya Vidya Bhavan VM Public School
DePaul University January 1999 - Present
Financial Consultant 2001 - Present
Various Institutions 1990 - 2013
Morgan Stanley February 1998 - January 1999
Van Kampen Funds February 1992 - January 1998
Exchange National Bank of Chicago June 1988 - December 1990
Citizens Bank 1981 - 1988
Skills
Teaching, French, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Analysis, Banking, Microsoft Word, Microsoft Office, Business Strategy, Analysis, PowerPoint, Strategic Financial..., Portfolio Management, Management, Finance, Financial Modeling
Education
University of Illinois at Chicago 2000 — 2004
M.A., Economics
Eastern Michigan University 1976 — 1980
M.B.A., Finance
Seton Hall University 1971 — 1975
B.A., French
St. Peter's High School
Morgan Stanley 2011 - Present
FBRC October 2007 - January 2011
Mad Box Media January 2005 - 2010
Beasley Broadcast Group July 2004 - April 2009
Employment Source 2007 - 2008
Skills
Portfolio Management, Financial Trading, Building Strategic..., Team Building, Profit Optimization
Education
East Carolina University - College of Business 2008 — 2010
Masters Degree, Human Resource Management
Fayetteville State University 2003 — 2005
Bachelor of Science: Business Administration, Business Management
Allstate Financial Services June 2005 - Present
Huntington Investment Company December 1998 - June 2005
Morgan Stanley June 1996 - December 1998
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Estate Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Securities, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, Investment Advisory, Series 63
Education
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Oakland University
Certificate Program in Financial Planning CFP Board Registered Program
Keller Williams Realty, Inc. October 2010 - Present
Keller Williams Real Estate April 2014 - September 2014
Global Lending Partners June 2003 - September 2010
Morgan Stanley June 2001 - June 2003
Skills
Short Sales Mastery, Military Relocation, Residential Listings, Navy, Short Sales, Sellers, Realty, Real Estate, Real Property, Residential Homes, First Time Home Buyers, Foreclosures, Investment Properties, Military, New Home Sales, FHA, REO, Refinance, Investors, Single Family Homes, National Association of..., Mortgage Lending, Referrals, HUD, SFR, Listings, Move Up Buyers, Townhomes, Relocation, Waterfront, Buyers, Pressure Washing
Education
Columbia College 2007 — 2012
BA, Business Administration
Eastern Kentucky University
Business Administration
Colgate Palmolive June 2015 - August 2015
Morgan Stanley January 2012 - July 2014
JPMorgan Chase August 2010 - November 2011
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Durham 2007 — 2010
Bachelor of Arts (BA), English Literature
Tata Communications August 2015 - Present
Terremark Public Sector (A Verizon Company) March 2012 - August 2015
Bay Technologies Consulting Group, Inc. June 2011 - March 2012
Bay Technologies Consulting Group, Inc June 2010 - May 2011
Morgan Stanley December 2009 - May 2010
Morgan Stanley October 2007 - December 2009
Skills
Cost Analysis, Government Liaison, Management, Marketing, Process Improvement, Program Management, Cloud Computing, Microsoft Office, Managed Services, Business Analysis, Software Documentation, Project Management, Bloomberg, Business Process..., Proposal Writing, Government, Sales, Leadership
Education
University of Maryland College Park 2004 — 2007
BA, Economics
University of Maryland, College 2004 — 2007
Bachelor of Arts, Economics
Dutchess Community College 2002 — 2004
AA, Liberal Arts
T. Rowe Price May 2015 - Present
Morgan Stanley September 2013 - April 2015
First Investors May 2012 - September 2012
Mohegan Sun May 2012 - August 2012
Eastern Connecticut State University September 2011 - May 2012
Otis Elevator Company May 2010 - August 2010
Skills
Research, Customer Service, Analysis, Marketing, Sales, PowerPoint, Time Management, Outlook, Investments, Microsoft Excel, Finance, Public Speaking, Leadership, Teamwork
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Science, Business Administration - Finance
Chase Collegiate
EY February 2015 - Present
The Boston Consulting Group September 2014 - January 2015
Credit Suisse August 2014 - September 2014
Morgan Stanley May 2014 - July 2014
Industrial and Commercial Bank of China, New York March 2014 - March 2014
CFA Society Cleveland June 2013 - March 2014
Flack Steel October 2013 - December 2013
iVideo Technologies June 2013 - August 2013
HSBC April 2012 - July 2012
Nielsen December 2011 - February 2012
Skills
Financial Modeling, Microsoft Excel, SAS, PowerPoint, Risk Management, Valuation, Data Analysis, Visual Basic, Bloomberg Terminal, Statistics, Equity Research, Corporate Finance, VBA, Bloomberg, Access, Capital IQ, Mandarin, Fixed Income, Investments, SQL, Structured Notes, Monte Carlo Simulation, Mergers & Acquisitions, Piano, Analysis, Finance, Portfolio Management
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2013
Risk Management; Fixed Income&Derivatives; Financial Modelling;Advanced Corporate Finance;
East China University of Science and Technology 2008 — 2012
Bachelor's degree, International Economics and Trade, 3.7
Virtus Investment Partners June 2015 - Present
The Prudential Insurance Company of America April 2014 - May 2015
MetLife April 2010 - March 2014
MetLife July 2005 - April 2010
Traveler's Life & Annuity - member of Citigroup April 2004 - July 2005
Traveler's Life & Annuity - member of Citigroup October 2002 - April 2004
Morgan Stanley June 2001 - October 2002
Education
Eastern Connecticut State University 2000 — 2001
Bachelor of Science, Business Administration, Finance Concentration
University of Connecticut 1995 — 1999
Ameriprise Financial Services, Inc. September 2012 - Present
Deutsche Bank 2007 - July 2012
Morgan Stanley 1989 - 2007
Education
Eastern Illinois University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Duchesnay April 2014 - Present
AstraZeneca October 2010 - September 2013
Otsuka Pharmaceutical Companies (U.S.) December 2006 - November 2009
MCR American Pharmaceuticals June 2004 - December 2006
Darryl's Restaurant August 2002 - June 2004
MORGAN STANLEY August 2000 - August 2002
Universal Studios January 1998 - January 2000
Skills
Product Launch, Sales, Training, Marketing, Performance Management, Customer Service, Finance, Equities, Securities, Policy Analysis, Pharmaceutical Industry, Territory Management, Sales Operations, Pharmaceutical Sales, Managed Care, Cross-functional Team..., Biotechnology, Healthcare, Account Management, Cold Calling, Strategic Planning, Sales Management, Sales Force Development, OB/GYN, Pain Management, Psychiatry, Neurology, Negotiation, Selling, Leadership, Cardiology, Business Development, Gastroenterology, Sales Presentations, Sales Process, Management, Neuroscience, Market Analysis, Pharmaceutics, Therapeutic Areas, Sales Effectiveness, Allergy, Hospitals, Selling Skills, Key Account Management, Direct Sales, Market Development, Pulmonology, Hospital Sales
Education
University of Central Florida 2012 — 2014
Bachelor of Science (B.S.), Clinical Psychology
Florida Metropolitan University 1996 — 1998
Bachelor of Science, Business Administration
Eastern Maine Community College 1994 — 1996
Associate of Science, Business Management, GPA 3.94
Valencia Community College 2011 — 2012
Associate of Arts (AA), Psychology
IFREC Real Estate School
Florida Real Estate License
AIG September 2013 - Present
AIG March 2013 - September 2013
AIG August 2010 - March 2013
SNL Financial 2009 - 2010
Morgan Stanley 1998 - 2009
Sanofi-Aventis 1995 - 1998
Avon Products, INC. 1982 - 1995
Skills
Succession Planning, HR Policies, Onboarding, Employee Benefits, Strategy, Executive Coaching, Executive Pay, Personnel Management, Organizational Design, HR Consulting, Applicant Tracking..., Leadership, Career Development, Talent Management, Performance Management, Talent Acquisition, CRM, Strategic Planning, Human Capital, Human Resources
Education
Florida State University
BA
Eastern Kentucky University
MA
Opportune LLP August 2015 - Present
J.P. Morgan September 2012 - August 2015
Sirius Solutions February 2007 - September 2012
UBS Investment Bank June 2007 - October 2008
JP Morgan October 2004 - February 2007
DKR Capital July 2003 - October 2004
Allegheny Energy Supply May 2001 - June 2002
BNP Paribas August 2000 - May 2001
Morgan Stanley December 1999 - August 2000
Fiduciary Trust Company International June 1998 - December 1999
Skills
Energy Trading, ETRM, Energy, Trading, Trading Systems, Requirements Analysis, Business Requirements, Requirement..., Functional..., Functional Requirements, Software Requirements, System Requirements, Electricity, Electricity Markets, Commodities, Commodity Markets, Commodity Risk..., Commodity, IT Solutions, IT Service Management, Software Development, Software Project..., Software Design, Software Quality..., Agile Project Management, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Process..., Product Control, P&L Analysis, Financial Reporting, Executive Reporting, Risk Management, Operational Risk, Liquidity Risk, Liquidity Analysis, SOX Compliancy, Python, VBA, Microsoft SQL Server, Endur, TriplePoint, Allegro, DBArtisan, Natural Gas, Oil/Gas, Emissions Trading, Market Risk
Education
East Carolina University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Brookfield High School 1990 — 1994
Morgan Stanley February 2014 - Present
Morgan Stanley August 2010 - February 2014
KBC Financial Products October 2008 - August 2010
TCA Futures December 2006 - April 2008
ICDM Group June 2005 - July 2006
Skills
Capital Markets, Derivatives, Fixed Income, Risk Management, Financial Markets, Finance, Operational Risk, Financial Risk, Equities, Financial Analysis
Education
Imperial College London 2005 — 2006
MSc, Finance
Durham University 2002 — 2005
BA, Finance
Salesforce January 2015 - Present
Morgan Stanley June 2013 - January 2015
Morgan Stanley March 2012 - May 2013
United Capital June 2011 - September 2011
Education
Wheaton College 2009 — 2013
BA, Business/Economics
East China Normal University
Global Business & Mandarin
Wells Fargo Advisors September 2010 - Present
Morgan Stanley 1996 - 2010
Skills
Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Investments, Finance, Securities, Asset Allocation, Asset Management, Financial Analysis, Financial Planning, Financial Advisory, Series 63, Alternative Investments, Retirement Planning, Series 7
Education
Eastern Connecticut State University 1984 — 1987
Bachelor of Science (B.S.), Psychology
KLS Martin November 2014 - Present
Morgan Stanley December 2013 - July 2014
Tessemae's All Natural October 2012 - June 2013
OpalStaff January 2010 - November 2012
Cypress Creek Therapy Associates November 2008 - October 2009
Thelen Reid Brown Raysman & Steiner LLP April 2008 - November 2008
Skills
Recruiting, Outlook, Event Planning, Microsoft Excel, Employee Relations, Microsoft Word, Customer Service, Employee Benefits, Microsoft Office, SmartSearch, Employment Law..., Sales, Applicant Tracking..., Leadership, Onboarding, Payroll
Education
East Carolina University 2001 — 2006
B.S., Child Development & Family Relations
Severn School 1994 — 2001
Janney Montgomery Scott LLC April 2009 - Present
Morgan Stanley 2006 - 2009
Legg Mason 1994 - 2006
Morgan Stanley 1987 - 1994
Skills
Retirement Planning, Wealth Management, Strategic Financial..., 401k, Investment Strategies, Asset Management, Investments, Wealth Management..., Equities, Series 65, Mutual Funds, Wealth, Tax, Alternative Investments, Series 63, ETFs, Fixed Annuities, Series 7, FINRA, Long-term Care, Fixed Income, Finance, Securities, Asset Allocation, Financial Services, Retirement, Financial Advisory, Investment Advisory, Estate Planning, Uniform Combined State..., Portfolio Management, Capital Markets
Education
East Tennessee State University 1974 — 1978
BS, History and Sociology
Cowan Financial Services, LLC January 2006 - Present
Raymond James Financial Services, Inc Member FINRA?SIPC January 2006 - December 2014
Bank of America March 2003 - January 2006
Merrill Lynch September 1999 - May 2003
Morgan Stanley 1994 - 1999
Skills
401k, Pensions, Disability Insurance, Investments, Options, Long Term Care, IRA's, Mutual Funds, Stocks, Bonds, Rollovers, Insurance Solutions, Trust Services, Annuities, Estate Planning, Insurance, Retirement Planning, Profit Sharing, Deferred Compensation, Roth IRA, Financial Planning, Term Life Insurance, Wealth Accumulation, Equities, Universal Life, Long-term Care, Health Insurance, Trusts, Wealth Management, Whole Life, Inheritance Tax Planning, Stock, Asset Management, SEP, Defined Benefit, Securities, Retirement, Insurance Planning, Investment Advisory, Financial Advisory, Retirement Income..., Wealth, Asset Allocation, Portfolio Management, Investment Strategies, Wealth Transfer, Alternative Investments, Finance, Strategic Planning, Financial Services
Education
East Central University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Ada High School 1984 — 1988
Bachelor's degree in Business
Morgan Stanley September 2013 - Present
Celgene Corporation May 2012 - August 2012
Education
East Carolina University 2009 — 2013
Bachelor's of Science
East Carolina University - College of Business 2009 — 2013
Bachelors of Science
University of Illinois at Urbana-Champaign 2009 - 2013
First Midstate 2005 - 2009
Morgan Stanley 2004 - 2005
Skills
Marketing, Marketing Strategy, Social Media Marketing, Social Media, Advertising, Marketing Communications, Project Management, Digital Marketing, Online Advertising, Microsoft Excel, Team Leadership, Management, Program Management
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, Professional
Eastern Illinois University 2000 — 2001
Bachelor of Science (BS) in Business Management
BB&T July 2012 - Present
BB&T January 2010 - July 2012
BB&T April 2008 - February 2010
Reliance Trust Company June 2002 - March 2008
Morgan Stanley July 1999 - June 2002
Skills
Securities Lending, Consumer Lending, Mortgage Lending, Personal Financial..., Insurance, Private Banking, Wealth Preservation..., Wealth Management, Banking, Commercial Lending, Credit, Estate Planning, Finance, Investments, Investment Strategies, Loans, Portfolio Management
Education
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration (B.B.A.), Management
East Carolina University 1989 — 1991
Business Management
Augsburg h.s. 1987 — 1989
The Lugo Group, LLC March 2015 - Present
Wells Fargo & Co. August 2014 - Present
Morgan Stanley 2013 - August 2014
Tempus, Inc. March 2012 - August 2012
Skills
Portfolio Management, Risk Management, Management, Finance, Investments, Financial Analysis, Financial Services, Public Speaking, Banking, Customer Service
Education
East Carolina University- Thomas Harriot College of Arts and Sciences 2007 — 2011
Bachelor of Science (BS), Economics
2015 Level 1 Candidate in the CFA Program
Pathfinder Wealth Consulting www.pwcpath.com June 2005 - Present
Morgan Stanley January 2002 - June 2005
IFG Network Securities, Inc. May 1996 - May 1999
Skills
Strategic Financial..., Marketing Communications, Research, Team Leadership, IRAs, Customer Service, Social Media Marketing, Retirement, Time Management, Series 7
Education
East Carolina University 1987 — 1992
Bachelor's Degree, Business Administration, Management and Operations
Lynbrook Sr. High School, Long Island NY 1983 — 1987
High School
Morgan Stanley March 2015 - Present
TD Securities July 2013 - March 2015
NYU Stern - Department of Information, Operations, and Management Sciences October 2009 - May 2013
TD Securities June 2012 - August 2012
ChinaVest February 2011 - June 2011
Rainmaker Associates May 2010 - January 2011
University Medical Center at Princeton July 2008 - August 2009
Skills
Financial Modeling, Equity Research, Equity Valuation, Corporate Finance, Mandarin, Financial Statement..., Capital Markets, Economics, Mergers & Acquisitions, Equities, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
BS, Finance, Accounting
East China Normal University 2011 — 2011
Study Abroad, Management, Chinese Law, Business Law, Chinese Language
East Brunswick High School
New York University
GM Ventures September 2010 - Present
University of Michigan March 2014 - Present
Eastern Michigan University April 2013 - Present
Eastern Michigan University September 2007 - December 2010
NorthPointe Capital May 2005 - August 2010
Delphi December 2004 - June 2005
Morgan Stanley 2002 - 2004
General Motors October 1999 - August 2000
BankOne January 1999 - October 1999
Stout Risius Ross March 1998 - January 1999
Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Valuation, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
Eastern Michigan University 1995 — 1998
BBA
Trintech December 2014 - Present
SS&C Technologies, Inc. - SKYLINE® Property Management Software October 2010 - December 2014
Franklin Debt Relief June 2009 - October 2010
CDW August 2007 - June 2009
Regency Office Products August 2006 - September 2007
RuffaloCODY October 2003 - May 2006
Raymond James May 2005 - February 2006
Morgan Stanley May 2003 - May 2005
Skills
Selling, Lead Generation, Account Management, Customer Service, Competitive Analysis, Sales, Negotiation, Sales Operations, Leadership, Marketing, Direct Sales, Cold Calling, Business Development, Property Management, Market Research, Sales Presentations, Solution Selling, Management, Sales Process, Finance, CRM, Salesforce.com, Time Management, New Business Development, Software Industry, Strategic Leadership, Cloud Computing, Cloud-based, Servers, Storage, Information Technology, Consultative Selling, Software Sales, Technology, Record to Report..., Financial Governance
Education
Eastern Illinois University 2001 — 2006
BS in Finance, Finance
Fenwick High School 1997 — 2001
OPRF
Inteva Products March 2015 - Present
Ford Motor Company January 2013 - February 2015
B&D Cold Headed Products January 2012 - December 2012
Federal-Mogul July 2011 - January 2012
B&D Thread Rolling January 2006 - July 2011
Morgan Stanley 2004 - 2005
Skills
Inventory Management, Supply Chain Management, Lean Manufacturing, Continuous Improvement, Forecasting, Sales Management, Sales Support, Strategic Planning, Project Planning, Supply Chain, Purchasing, Demand Planning, Manufacturing, Procurement, SAP, Sales Operations
Education
Florida Atlantic University 2002 — 2003
BBA, Economics
Eastern Michigan University 2009 — 2010
Graduate Certificate, Supply Chain Management
Michigan Manufacturing Technology Center 2009 — 2009
Lean Manufacturing, Lean Champion, Lean Executive, ISO/ TS16949, Internal Auditor
University of West Florida 1999 — 2001
AA, Business Economics
Dale Carnegie 2008 — 2009
Certificate of Completion, Effective Communications & Human Relations/ Skills for Success
Morgan Stanley September 2013 - Present
Chick-fil-A, Inc. January 2011 - September 2013
Chick-fil-A of Crabtree Valley Mall September 2009 - September 2013
West Law Offices March 2006 - September 2008
Law Office of Brett Hubbard October 2001 - July 2005
Skills
Team Leadership, Management, Adaptability, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Prezi, Restaurants, Sustainability, Creative Writing, Youth Ministry, Training, Leadership Development, Marketing, Time Management, Leadership
Education
East Carolina University - College of Business 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2 GPA
Wake Technical Community College 2006 — 2009
Associate of Arts (A.A.), General Studies
Morgan Stanley August 2012 - Present
Morgan Stanley July 2011 - August 2011
Morgan Stanley March 2010 - March 2010
Skills
Fixed Income, Foreign Exchange, Teamwork, Capital Markets, FX Spot, Interest Rates, FX Options, Emerging Markets, Bloomberg, Equities, Social Media, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Research, Management, Derivatives
Education
University of Durham 2009 — 2012
Bachelor of Arts (B.A.), History, 1st
Haberdashers' Aske's School for Girls 1996 — 2009
Principal Financial Group June 2011 - Present
Thomas and Maureen Drew Walk for a Cure March 2010 - Present
The Heartland Group May 2009 - June 2011
Morgan Stanley 2007 - 2009
Fremont Investment & Loan 2003 - 2007
Skills
Investments, Asset Managment, New Business Development, Leadership, Management, Financial Services, Sales, Finance, Life Insurance, Financial Planning, Disability Insurance, Financial Advisory, Team Building
Education
University of Iowa 1994 — 1999
Naperville Central High School 1990 — 1994
Eastern Illinois University
British Petroleum September 2011 - Present
British Petroleum September 2010 - September 2011
ACS, a Xerox Company November 2009 - September 2010
VALIC and Western National Life June 2007 - November 2009
Thomson NETg March 2004 - June 2007
Morgan Stanley March 1996 - November 2003
Syntropy Corporation March 1993 - March 1996
NASA/Barrios Technology March 1992 - March 1993
Skills
Project Management, Instructional Design, Leadership Development, Program Management, Training, Team Building, Coaching, Leadership, Team Leadership, Strategy, Management, CRM, Change Management, Organizational..., E-Learning, Consulting, Budgets, Performance Management, Talent Management, Executive Coaching, Succession Planning, Employee Training, Sales, Training Delivery, Workshop Facilitation, Organizational..., Needs Analysis, Blended Learning, Employee Engagement, Performance Improvement
Education
Indiana University Bloomington 1991 — 1995
MS, Instructional Systems Technology - Corporate Training and Development
East Stroudsburg University of Pennsylvania 1986 — 1990
BS, Media Communications and Technology
La-Z-Boy January 2014 - Present
La-Z-Boy Incorporated August 2007 - Present
La-Z-Boy Inc July 2005 - August 2007
A&W Restuarant June 1998 - July 2005
Morgan Stanley October 2003 - April 2005
Skills
Retail, Human Resources, Payroll, Outlook, Employee Benefits, Recruiting, Onboarding, Interviews, Office Administration, Employee Relations, Customer Service, HRIS, HR Policies, Organization, Process Improvement, Access, Microsoft Excel, Team Building, Merchandising, Inventory Management
Education
Eastern Michigan University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Washtenaw Community College 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Pacific Lifestyle Homes February 2004 - Present
AMT Associates 1990 - Present
Morgan Stanley 1990 - 2000
Skills
Real Estate, Management, Property Management, Real Estate Development, Finance, Analysis, Residential Homes, Land Acquisition, Budgets, Commercial Real Estate, Portfolio Management, Contract Negotiation, Negotiation, Strategic Planning, Construction, Construction Management, Contract Management
Education
Syracuse University 1969 — 1970
Master's Instructional Media, Educational TV
East Stroudsburg University of Pennsylvania 1965 — 1969
B.S., Mathematics, Education
University of Massachusetts, Amherst 1963 — 1965
Mathematics
Pennsbury H. S. 1963 1959 — 1963
Academic
Morgan Stanley March 2010 - Present
Strategic Systems Solutions August 1998 - February 2010
Prescription Pricing Authority April 1996 - July 1998
Business Systems November 1988 - March 1996
Skills
Project Delivery, Project Planning, Software Project..., SDLC, Account Management, Consulting
Education
PRINCE2 2004 — 2004
Project Management Certification
Institute of Marketing 1988 — 1990
Certificate in Marketing
University of Durham 1980 — 1983
Chemistry
DuVive January 2009 - Present
Swift Financial January 2007 - January 2009
Wavexpress October 1999 - November 2005
Salliance 1995 - 1999
JP Morgan 1991 - 1998
Morgan Stanley 1993 - 1994
Sybase 1987 - 1992
PSDI 1985 - 1987
Arnold Klein P.E. P.C. 1983 - 1984
Education
Earlham College 1984 — 1986
Bank of America 2012 - Present
Bank of America 2011 - 2012
Bank of America 2009 - 2011
Schering-Plough February 2009 - July 2009
Goldman Sachs February 2008 - January 2009
Bank of America April 2006 - February 2008
Deutsche Bank September 2004 - March 2006
Morgan Stanley May 2000 - September 2004
Prudential Financial April 1998 - April 2000
Maxim Group February 1996 - April 1998
Skills
Talent Acquisition, Talent Management, Recruiting, Vendor Management, Onboarding, Internet Recruiting, Applicant Tracking..., Sourcing, Technical Recruiting, College Recruiting, Management, Finance, Contract Recruitment, Executive Search, Human Resources, Performance Management, Sales, SDLC, Temporary Placement, Workforce Planning, HRIS
Education
East Stroudsburg University of Pennsylvania 1991 — 1994
BS, Movement Sport Studies and Exercise Science
Options Clearing Corporation January 2014 - 2015
Morgan Stanley 2005 - 2014
GE Capital \ Genworth Financial 2002 - 2005
Interactive Brokers March 2001 - August 2002
Web Street Securities September 2000 - March 2001
Web Street Securities September 1999 - September 2000
Merrill Lynch 1998 - 2000
New Century Bank/Century Financial November 1998 - September 1999
American National Bank November 1997 - November 1998
Merrill Lynch January 1997 - November 1997
Skills
Risk Management, Auditing, Research, Financial Analysis, Strategic Financial..., Securities, Equities, Insurance, Analysis, Investments, Strategic Planning, Bloomberg, Investment Advisory, Wealth Management, Financial Risk, Credit, Finance, Portfolio Management, Trading, Series 7
Education
Lake Forest Graduate School of Management 2008 — 2010
MBA
Eastern Illinois University 1990 — 1995
Bachelor of Science, Finance
BB&T March 2015 - Present
Morgan Stanley March 2014 - February 2015
Tempus, Inc. March 2012 - March 2014
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
B.S., Finance
Eastern Florida State College 2006 — 2008
A.A., General
Kyiv National Taras Shevchenko University 2004 — 2006
Political Science, Military School
Siam Hospitality Group November 2007 - Present
Pyramid Hotel Group December 2007 - September 2014
Morgan Stanley September 2000 - February 2006
InterContinental Hotels Group March 1999 - September 1999
Hilton May 1993 - December 1998
Trammell Crow Company August 1991 - May 1993
Cinpac Inc. August 1990 - August 1991
Greenleaf Inn October 1983 - August 1990
Skills
Due Diligence, Accounting, Financial Reporting, Auditing, Internal Audit, General Ledger, Hospitality, Managerial Finance, Budgets, Financial Analysis, Hospitality Industry, P&L, Forecasting, Revenue Analysis, Payroll, Hospitality Management
Education
Eastern Kentucky University 1984 — 1989
BBA, Accounting
Morgan Stanley July 2015 - Present
GE Capital 2013 - July 2015
MBIA 2006 - 2013
Citigroup 2003 - 2006
Bank of America 1999 - 2002
Skills
Fixed Income, Financial Modeling, Valuation, Capital Markets, Derivatives, Securitization, Risk Management, Bloomberg, Financial Risk, Investment Banking, Market Risk, Corporate Finance, Financial Analysis, Credit, Financial Reporting, Analytics, Competitive Analysis, Portfolio Management, Credit Risk, Capital Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Accounting
The University of Georgia
Master, Statistics
East China Normal University
Bachelor of Science (B.S.), Applied Mathematics
Kaiser Permanente IT January 2014 - Present
Kaiser Permanente IT October 2012 - Present
GE Healthcare July 2011 - October 2012
GE Healthcare May 2010 - July 2011
GE Healthcare November 2002 - May 2010
Morgan Stanley November 2001 - November 2002
Westaff October 1999 - January 2001
Alternative Resources Corporation January 1997 - February 1998
Skills
Customer Relations, Healthcare IT, Administration, Databases, Troubleshooting, Customer Service, Outlook, Problem Solving, Six Sigma, Team Building, Excel, Word, Process Improvement, Documentation, Program Management, Windows, Microsoft Office, Operating Systems, PowerPoint, Computer Hardware, Teaching, Business Analysis, Testing, Teamwork, Team Leadership, Training, Information Technology, Software Documentation, Change Management, System Administration, Cross-functional Team..., Healthcare Information..., Healthcare, Project Management, Project Planning, EMR, CRM, Business Process, HL7, Visio, Management, Quality Assurance, Product Management, Networking, Integration, EHR, SDLC, Software Development, SharePoint, HIPAA
Education
American Intercontinental University 2004 — 2005
Business IT
University of Northern Colorado 1996 — 1996
n/a, Licensure
Western Oregon State College
Bachelor's Degree, English
Eastern New Mexico University 1991 — 1991
n/a, General Studies
San Juan College 1990 — 1991
Associates, General Studies
United States Air Force Academy 1990 — 1990
n/a, General Studies
Snow Park Capital Partners March 2015 - Present
Ellis Lake Capital November 2009 - March 2015
Shumway Capital September 2008 - November 2009
Chatham Asset Management November 2003 - September 2008
Morgan Stanley 2000 - 2003
Education
Fairleigh Dickinson University-Metropolitan Campus 2006 — 2007
MBA, Accounting
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Business Management
Raymond James October 2005 - Present
Morgan Stanley 1986 - 2005
Skills
Mutual Funds, Wealth Management, Estate Planning, Strategic Financial..., Stocks, Municipal Bonds, Unit Investment Trusts, Certificates of Deposit, initial public offerings, Investments, Securities, Finance, Leadership, Financial Advisory, Equities, Financial Analysis, Retirement, Portfolio Management, Management, Asset Management, Series 7, 401k Rollovers, IPO, tax free bonds, certicate of deposits, Insurance
Education
James Madison University - College of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance
East Tennessee State University 1980 — 1984
BBA, Business- Finance-Cum Laude
Harrisonburg High School 1976 — 1980
Irwin Financial Corporation 2007 - July 2008
Morgan Stanley 2007 - 2007
HSBC 1980 - 2006
Oak Street Mortgage 2000 - 2005
Bank One 1996 - 2000
Education
Sacred Heart University 1980 — 1983
MBA, Finance
Earlham College 1972 — 1976
BA, Politics and Psychology
American Friends of the London Philharmonic Orchestra July 2013 - Present
Alvin Ailey Dance Foundation September 2012 - Present
Morgan Stanley June 2010 - Present
Morgan Stanley 2008 - June 2010
LCH.Clearnet June 2008 - May 2010
Morgan Stanley August 2004 - May 2010
Morgan Stanley December 2006 - March 2008
Morgan Stanley December 2003 - August 2004
Morgan Stanley January 2000 - December 2003
Morgan Stanley September 1994 - January 2000
Skills
Investment Banking, Derivatives, Product Control, Equities, Middle Office, Fixed Income, Operational Risk..., Capital Markets, Operational Risk
Education
University of Durham 1974 — 1977
BA Joint Honours, English & Philosophy
International Accounting Standards Board September 2015 - Present
Columbia Business School - Center for Excellence in Accounting and Security Analysis 2011 - 2015
Thomson Reuters 2009 - 2011
JPMorgan 2007 - 2008
Morgan Stanley 2005 - 2007
NYU Stern School of Business 2004 - 2005
Hillcrest Analytics 2001 - 2005
The University of Arizona 2003 - 2004
University of Michigan-Dearborn 2002 - 2003
Ernst & Young 2000 - 2002
Skills
Valuation, Trading, Research, Securities, Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Asset Managment, Hedge Funds, Investments, Capital Markets, Investment Banking, Risk Management, Data Analysis, Equities
Education
University of Arizona 1993 — 1998
PhD, Accounting, Tax, Finance
Eastern Michigan University
B.A./M.S., Mathematics and Economics/Accountancy and Taxation
AIG Asset Management April 2012 - Present
Morgan Stanley December 2009 - April 2012
Morgan Stanley June 2008 - December 2009
Morgan Stanley Investment Management March 2007 - June 2008
Education
University of Wisconsin-Madison 2003 — 2007
PhD, Statistics
East China Normal University
high school
Capco February 2014 - Present
HSBC August 2012 - Present
HSBC Securities November 2010 - August 2012
HSBC June 2008 - November 2010
HSBC Securities September 2004 - July 2008
AllianceBernstein December 1999 - September 2004
Morgan Stanley March 1999 - December 1999
AXA Equitable March 1995 - March 1999
Skills
Process Improvement, Banking, Management, PMO, Budgets, Governance, Vendor Management, Stakeholder Management, Financial Services, Business Process..., Portfolio Management, Change Management, Management Consulting, SDLC
Education
East Stroudsburg University of Pennsylvania 1990 — 1994
BS, Psychology
Deutsche Bank September 2013 - Present
Invesco January 2013 - September 2013
Invesco Ltd. January 2009 - January 2013
Van Kampen Investments 2004 - 2009
JPMorgan Chase 2003 - 2004
UBS Financial Services 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management
Education
Eastern Illinois University 1996 — 2000
BA, Speech Communication, Business Administration
Patagonia July 2015 - Present
Verdant Power August 2005 - June 2015
Frager's Hardware July 2004 - August 2005
Morgan Stanley July 2001 - July 2004
Swagelok July 1997 - July 2001
US Army July 1993 - July 1997
US Army Reserve January 1989 - June 1993
Skills
Leadership, Project Management, Energy, Strategic Planning, Training, Sustainability, Renewable Energy, Program Management, Management, Start-ups, Energy Efficiency, Strategy, Sales, Defense, Logistics, Cleantech, Data Analysis
Education
East Central University 1989 — 1993
BS, Finance
Morgan Stanley July 2015 - Present
Liberty Mutual Insurance February 2014 - June 2015
Jefferies & Company October 2008 - February 2014
HSBC Securities March 1998 - August 2008
Chicago Futures Group 1996 - 1998
Refco 1992 - 1996
Skills
Property & Casualty..., Account Management, Life Insurance, Umbrella Insurance, Options, Presentation Skills, Trading Systems, Commodity, Trading, Equities, Derivatives, Electronic Trading, Hedging, Currency, Financial Markets, Hedge Funds, Fixed Income, Trading Strategies, Technical Analysis, Bloomberg, Equity Derivatives, Series 7, Proprietary Trading, FX Options, Managed Futures, Swaps, Traders, FINRA, Mentoring New Hires
Education
Eastern Illinois University 1988 — 1992
Business, Finance
Montini Catholic High School 1984 — 1988
Lewis University
MBA, Concentration Finance
AIG Enterprise Risk Management 2008 - Present
AIG Enterprise Risk Management 2004 - 2007
Goldman Sachs 2003 - 2004
Morgan Stanley July 1999 - December 2002
Deutsche Bank March 1995 - July 1999
Skills
Risk Management, Enterprise Risk..., Fixed Income, Derivatives, Trading, Business Analysis, Financial Services, SDLC, Project Portfolio..., IT Strategy, PMO, Business Requirements
Education
New York University 1993 — 1995
MS, Computer Science
East China University of Science and Technology 1984 — 1988
BS, Computer Science
Citco Fund Services July 2012 - Present
Citco Fund Services January 2010 - June 2012
Citco Fund Services January 2008 - December 2009
Citco Fund Services June 2007 - December 2007
Morgan Stanley May 2006 - June 2007
Skills
Hedge Funds, Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Microsoft Office, Fund Of Funds, Fixed Income, Private Equity, Derivatives, Swaps, Bonds, Hedge Accounting, Back Office, Asset Allocation, Account Reconciliation, Equities, Accounting, Financial Reporting, Bloomberg Terminal, Options, Prime Brokerage
Education
East Stroudsburg University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Overall GPA: 3.483 Accounting GPA: 3.875
Morgan Stanley Investment Management January 1992 - July 2005
Morgan Stanley 1992 - 2005
Kramer Levin Naftalis & Frankel LLP 1989 - 1992
Spengler, Carlson, Gubar, Brodsky & Frishling 1986 - 1990
Skills
Securities, Hedge Funds, Securities Regulation, Project Management, Corporate Communications, Corporate Governance, Mutual Funds, Private Equity, Editing, Microsoft Office, Due Diligence, Capital Markets, Alternative Investments
Education
Fordham University School of Law 1982 — 1986
J.D., Law
Vassar College 1979 — 1981
A.B., Political Science
Dutchess Community College 1976 — 1979
A.A., Humanities
Transamerica Life Insurance Company 2007 - Present
Allianz Life 2001 - 2007
Morgan Stanley 1998 - 2001
Education
Eastern Illinois University 1993 — 1997
Bachelor of Science in Business, Finance
Royal Bank of Scotland August 2008 - Present
Morgan Stanley October 2004 - August 2008
Eaton Electric Inc. May 2000 - August 2001
United States Marine Corps June 1995 - December 1997
Skills
Fixed Income, Credit Risk, Capital Markets, Investment Banking, Equities, Derivatives, Finance, Corporate Finance, Valuation, Banking, Risk Management, Hedge Funds, Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management, Trading, Financial Risk, Financial Services, Business Analysis, Investments, Bonds
Education
Mercy College 2002 — 2004
BA in Accounting, Accounting, Marketing, Law
Dutchess Community College 1998 — 2000
Associates in Business Administration, Accounting, Marketing, Economics
Morgan Stanley November 2014 - Present
WestPoint Financial Group March 2013 - November 2014
Morgan Stanley November 2010 - March 2013
Edward Jones March 2008 - October 2010
Skills
Retirement Planning, Financial Planning, Insurance, Marketing, New Business Development, Superior Client Service
Education
Eastern Illinois University 2003 — 2007
Bachelor of Arts, Communications & Business
Moody's Corporation August 2013 - Present
Morgan Stanley June 2011 - July 2013
Deloitte & Touche LLP June 2010 - August 2010
DormBooks November 2008 - December 2009
Fendi North America May 2009 - August 2009
AXA Equitable Life Insurance Company June 2008 - August 2008
Morgan Stanley October 2006 - August 2007
Skills
Financial Modeling, Finance, Financial Services, Mergers & Acquisitions, Corporate Development, Corporate Finance
Education
East China Normal University 2010 — 2010
Chinese
University of Notre Dame - Mendoza College of Business 2007 — 2010
BAA, Accountancy
Stuyvesant High School 2003 — 2007
Dimond Bros Insurance Agency, Inc. September 2015 - Present
COUNTRY Financial® August 2014 - September 2015
Sidney Saloon June 2007 - August 2014
WEIU NewsWatch May 2011 - August 2013
Morgan Stanley December 2000 - February 2008
Skills
Insurance, Life Insurance, Mutual Funds, Customer Service, Leadership, Health Insurance, Management, Marketing, Human Resources, Video Production, Video Editing, Media Relations, News Writing, News Anchoring, Communication, Sales Operations, Sales Management, Sales, Public Speaking, Social Media, Editing, Social Networking, Facebook, Photoshop, Microsoft Office, Adobe Creative Suite, Event Planning, Social Media Marketing, Broadcast, Final Cut Pro, Videography, Advertising, Photography, Creative Writing, Writing, Finance, Video
Education
Eastern Illinois University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Parkland College 2009 — 2010
Citigroup September 2010 - Present
Citi May 2010 - September 2010
Morgan Stanley July 2009 - May 2010
Merck January 2009 - July 2009
Citi May 2008 - January 2009
Schering-Plough Research Institute October 2007 - May 2008
Citi March 2007 - October 2007
Schering-Plough Research Institute November 2004 - March 2007
Walgreens January 2003 - October 2004
Multiple Companies January 2001 - December 2002
Skills
Business Analysis, Business Intelligence, Data Integration, ETL, Data Warehousing, DB2, Autosys, Requirements Analysis, Fixed Income, Investment Banking, Teradata, Trading Systems, Vendor Management, Data Modeling
Education
Eastern Michigan University
Masters, Computer Information Systems
The London Hotel October 2013 - Present
Morgan Stanley March 2010 - November 2012
Ocean Club May 2004 - September 2009
Education
East Carolina University - College of Business
BS, Finance and Marketing
Wilson Learning Hungary, the Czech Republic & Slovakia February 2014 - Present
GROW OD Group November 2013 - Present
The British Connection July 2012 - 2014
mtd Tanácsadó Kft. 2008 - 2014
IBS 2002 - December 2013
ISG Personalmanagement 2010 - 2013
Renault 2009 - 2013
Morgan Stanley 2009 - 2013
BPP University College 2008 - 2011
Deloitte May 2002 - September 2008
Skills
Performance Management, Talent Management, Executive Coaching, Leadership Development, Organizational..., Management Development, Succession Planning, Career Development, Culture Change, Coaching, Human Resources, Change Management, HR Transformation, Management Consulting, Management Skills..., Restructuring, Employee Training, Project Management, Personnel Management, Leadership, Management, Consulting
Education
BPP University College 2007 — 2012
CIPD Postgraduate Diploma in Human Resource Development, Learning and Development, Knowledge Management, Management Development, Managing Training
University of Durham 1993 — 1994
MBA Stage 1, Finance, General
Eötvös Loránd University (ELTE), Faculty of Arts, Budapest, Hungary 1975 — 1980
MA in, English Literature, Language & Linguistics; Teaching English as a Foreign Language; Adult Education, A
ELTE Radnóti MIklós Secondary School 1971 — 1975
Morgan Stanley April 2009 - Present
UBS Financial Services 2000 - 2009
J C Bradford & Co May 1989 - April 2000
Skills
Series 7, Fixed Income, Equities, Wealth Management, Alternative Investments, Series 63, Hedge Funds, Capital Markets, Portfolio Management, Investment Banking, Investments, Derivatives, Securities, Asset Managment, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Bloomberg
Education
East Tennessee State University 1974 — 1978
BBA, Finance
Morgan Stanley August 2012 - Present
University of Chicago Booth School of Business September 2010 - June 2012
MeritKapital Ltd. September 2009 - May 2010
Deutsche Bank September 2006 - May 2009
Cyprus Special Forces Regiment August 2001 - September 2003
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Finance, Private Equity, Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Durham University 2003 — 2006
LLB
The English School, Nicosia 1995 — 2001
Mid Europa Partners April 2007 - Present
Kohlberg, Kravis & Roberts 2004 - 2007
Morgan Stanley 2000 - 2004
Education
Durham University 1997 — 2000
BA, Economics
YP January 2013 - Present
Morgan Stanley February 2010 - January 2012
Miyako Moore LLC March 2009 - January 2012
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Investments, Management, Business Analysis, Risk Management, New Business Development, Microsoft Office, Customer Service, Marketing Strategy, Negotiation, Marketing, Social Media, Sales, Sales Management, Business Strategy, Business Development, Entrepreneurship, Advertising, Commodity, Finance, Social Networking, Strategy, Trading, Social Media Marketing, Lead Generation
Education
Eastern Michigan University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business/Corporate Communications
Morgan Stanley February 2008 - January 2009
Education
East Stroudsburg University of Pennsylvania 2000 — 2002
B.A., English Literature
AIG May 2015 - Present
PURE Group of Insurance Companies April 2012 - May 2015
Morgan Stanley July 2005 - May 2012
JPMorgan Chase August 2003 - July 2005
First Investors Corporation May 2003 - August 2003
Skills
Underwriting, Home Equity Lines of..., Finance, Risk Management, Credit, Insurance, Property & Casualty..., Financial Risk, Private Banking, Credit Analysis, Banking, Residential Mortgages
Education
Eastern Illinois University 1999 — 2003
One Reverse Mortgage September 2013 - Present
H&R Block January 2013 - April 2013
Morgan Stanley May 2009 - January 2011
J.P. Morgan July 1989 - May 2009
Skills
Financial Analysis, Leadership, Investments
Education
National Graduate Trust School 1994 — 1996
Trusts and Estates, 92%
Eastern Michigan University 1991 — 1994
Master of Business Administration (MBA), Accounting and Finance, 4.0
University of Michigan 1980 — 1986
Bachelor's degree, Accounting, 3.3
Kraft Foods 2011 - Present
Morgan Stanley November 2009 - April 2011
Huron Consulting Group August 2003 - November 2009
Van Kampen Investments 1996 - 2003
Abacus Consulting 1995 - 1996
Skills
10 years of US federal,..., Experience working for..., Known for leading by..., Coordinated monthly,..., Experienced in US GAAP..., Tax Softwares; Corptax,...
Education
Governors State University 1992 — 1993
None, Accounting
Eastern Illinois University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Accounting
Gubbio’s Restaurant June 2010 - Present
Gubbio's Resturant 2010 - Present
Morgan Stanley May 2012 - August 2012
Morgan Stanley Wealth Management May 2012 - August 2012
J.R. Contruction May 2011 - August 2011
JR Construction May 2009 - August 2009
Skills
Customer Service, Employee Management, Teamwork, Team Management, Team Leadership, Public Speaking, Public Relations, Skilled Labor, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Leadership, Time Management, PowerPoint, Research, Market Research, Telecommunications, Social Networking, Inventory Management, Operations Management, Training, Strategic Planning, Team Building, Event Planning, Coaching, Event Management
Education
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
East Stroudsburg University of Pennsylvania
Bachelor’s of Science Degree, Business Management & Administration
West Scranton High School
High School Diploma
Credit Suisse July 2014 - Present
Morgan Stanley March 2014 - July 2014
Morgan Stanley June 2011 - March 2014
Morgan Stanley January 2007 - May 2011
Morgan Stanley January 2002 - December 2007
Morgan Stanley March 2000 - December 2001
Morgan Stanley August 1998 - February 2000
Skills
Financial Analysis, Financial Reporting, Business Process..., Business Analysis, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Master of Business Administration (MBA), Finance and Information Systems
Eastern Connecticut State University 1992 — 1996
Bachelor of Science (B.S.), Finance
Nissan Motor Company September 2003 - 2013
Morgan Stanley 2000 - 2003
Straub & Associates, LLC 1985 - 2000
Skills
Project Management, Financial Analysis, Staff Management, Executive Coaching, Financial Target..., Market Research, Access Database, Executive Reporting, Successful Business..., Series 7 Certified..., Investment Advisory, Finance, Leadership, Budgets, Problem Solving, Management, Valuation, Analysis
Education
Eastern Michigan University 1990 — 1995
Bachelor of Science (B.S.), Geographic Information Systems/Mapping and Geo Engineering
Morgan Stanley March 2015 - Present
Select Porfolio Services June 2013 - March 2015
Skills
Legal Research, Microsoft Excel, Research, Portfolio Management, Legal Writing, Microsoft Word, Finance, Microsoft Office, Customer Service, Litigation, PowerPoint, Negotiation, Contract Negotiation, Civil Litigation, Leadership, Legal Assistance, Corporate Law, Outlook, Time Management, Commercial Litigation, Courts, Project Management, Teamwork, Sales, Editing, Intellectual Property, Real Estate, Marketing, Employment Law, Mergers, Team Building, Nonprofits, Team Leadership, Westlaw, Policy, Due Diligence, Public Speaking, Training, Strategic Planning, Mediation, Business Development, Legal Advice, Management
Education
Eagle Gate College-Layton 2015 — 2016
Paralegal Studies, Legal Assistant/Paralegal
Eagle Gate College-Layton 2013 — 2015
Associate's degree, Legal Assistant/Paralegal