Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Kristin Dupre Kristin Dupre's Morgan Stanley Experience January 2009 - May 2009
Job Student Attorney, Rule 3:03 Suffolk University Law School Family Advocacy Clinic
Industry Law Practice
Experience
Suffolk University Law School Family Advocacy Clinic September 2014 - May 2015
The Law Office of James E. Neyman and Associates, PC February 2014 - May 2015
MA Department of Children and Families, Office of the General Counsel September 2013 - December 2013
Massachusetts Trial Court, Superior Court Division June 2013 - August 2013
Westfield Bank November 2009 - August 2012
Morgan Stanley January 2009 - May 2009
Wells Fargo Advisors September 2008 - December 2008
Massachusetts Trial Court, Chicopee District Court June 2007 - August 2007
Skills
Loans, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Legal Research, Legal Writing, Social Media, Westlaw, Event Planning, Financial Analysis
Education
Suffolk Law School 2012 — 2015
Doctor of Law (J.D.)
Fairfield University 2005 — 2009
Bachelor of Science (BS), Finance, Marketing
Regent's University London 2008 — 2008
Suffolk University Law School Family Advocacy Clinic September 2014 - May 2015
The Law Office of James E. Neyman and Associates, PC February 2014 - May 2015
MA Department of Children and Families, Office of the General Counsel September 2013 - December 2013
Massachusetts Trial Court, Superior Court Division June 2013 - August 2013
Westfield Bank November 2009 - August 2012
Morgan Stanley January 2009 - May 2009
Wells Fargo Advisors September 2008 - December 2008
Massachusetts Trial Court, Chicopee District Court June 2007 - August 2007
Skills
Loans, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Legal Research, Legal Writing, Social Media, Westlaw, Event Planning, Financial Analysis
Education
Suffolk Law School 2012 — 2015
Doctor of Law (J.D.)
Fairfield University 2005 — 2009
Bachelor of Science (BS), Finance, Marketing
Regent's University London 2008 — 2008
Joseph Bernardo Joseph Bernardo's Morgan Stanley Experience September 2014 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2014 - Present
HP August 2012 - September 2014
HP February 2012 - September 2014
HP May 2010 - September 2014
Vitech Systems Group, Inc. April 2003 - May 2010
Citigroup, Inc. August 1999 - April 2003
BASF Corporation March 1991 - August 1999
AT&T April 1990 - March 1991
Thomas J. Lipton Co. March 1988 - April 1990
Donaldson, Lufkin & Jenrette (DLJ) May 1987 - March 1988
Skills
Project Management, Business Intelligence, Business Analysis, SQL, Data Warehousing, Program Management, Requirements Analysis, ITIL, Microsoft SQL Server, Enterprise Architecture, Change Management, Integration, IT Strategy, SDLC, Solution Architecture
Education
Fairleigh Dickinson University 1988 — 1992
Master of Science (M.S.), Management Information Systems
Ramapo College of NJ 1983 — 1987
Bachelor of Science (B.S.), Computer Science
Morgan Stanley September 2014 - Present
HP August 2012 - September 2014
HP February 2012 - September 2014
HP May 2010 - September 2014
Vitech Systems Group, Inc. April 2003 - May 2010
Citigroup, Inc. August 1999 - April 2003
BASF Corporation March 1991 - August 1999
AT&T April 1990 - March 1991
Thomas J. Lipton Co. March 1988 - April 1990
Donaldson, Lufkin & Jenrette (DLJ) May 1987 - March 1988
Skills
Project Management, Business Intelligence, Business Analysis, SQL, Data Warehousing, Program Management, Requirements Analysis, ITIL, Microsoft SQL Server, Enterprise Architecture, Change Management, Integration, IT Strategy, SDLC, Solution Architecture
Education
Fairleigh Dickinson University 1988 — 1992
Master of Science (M.S.), Management Information Systems
Ramapo College of NJ 1983 — 1987
Bachelor of Science (B.S.), Computer Science
Valerie Wimley Valerie Wimley's Morgan Stanley Experience October 2003 - November 2011
Job Technology Risk and Information Security Consultant
Industry Financial Services
Experience
Cromwell Consulting November 2011 - Present
Morgan Stanley October 2003 - November 2011
JPMorgan Chase October 1985 - October 2003
Skills
Business Management, IT Security Operations, Risk Management, Information Security..., Vendor Management, Department Budgeting, Information Security, Security, Process Improvement, Management, Program Management, Project Management, IT Audit, Leadership, Product Management, Management Consulting, Strategy, Information Technology, Governance
Education
Fairfield University
BS, Finance
Cromwell Consulting November 2011 - Present
Morgan Stanley October 2003 - November 2011
JPMorgan Chase October 1985 - October 2003
Skills
Business Management, IT Security Operations, Risk Management, Information Security..., Vendor Management, Department Budgeting, Information Security, Security, Process Improvement, Management, Program Management, Project Management, IT Audit, Leadership, Product Management, Management Consulting, Strategy, Information Technology, Governance
Education
Fairfield University
BS, Finance
Edward M. Marhefka's Morgan Stanley Experience April 1997 - January 2012
Job Managing Director at Markit
Industry Banking
Experience
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Kristina Haase Kristina Haase's Morgan Stanley Experience June 2010 - December 2014
Job Office of Financial Affairs at New York Institute of Technology
Industry Higher Education
Experience
New York Institute of Technology December 2014 - Present
Morgan Stanley June 2010 - December 2014
E*TRADE Financial March 2009 - June 2010
Merrill Lynch June 2006 - March 2009
Education
Fairfield University 2002 — 2006
Bachelor of Science, Accounting and Information Systems
New York Institute of Technology December 2014 - Present
Morgan Stanley June 2010 - December 2014
E*TRADE Financial March 2009 - June 2010
Merrill Lynch June 2006 - March 2009
Education
Fairfield University 2002 — 2006
Bachelor of Science, Accounting and Information Systems
Jeremiah Schneider Jeremiah Schneider's Morgan Stanley Experience July 2010 - November 2010
Job Research Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2012 - Present
Goldman Sachs November 2010 - July 2012
Morgan Stanley July 2010 - November 2010
PricewaterhouseCoopers June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
GE June 2008 - August 2008
BayBerry Associates September 2007 - August 2008
Education
Fairfield University 2006 — 2010
Bachelor of Science, Accounting, Economics, & Finance
Florence University of the Arts 2008 — 2008
Oaktree Capital Management July 2012 - Present
Goldman Sachs November 2010 - July 2012
Morgan Stanley July 2010 - November 2010
PricewaterhouseCoopers June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
GE June 2008 - August 2008
BayBerry Associates September 2007 - August 2008
Education
Fairfield University 2006 — 2010
Bachelor of Science, Accounting, Economics, & Finance
Florence University of the Arts 2008 — 2008
Matthew Edgar's Morgan Stanley Experience June 2015 - August 2015
Job Student at Fairfield University
Industry Investment Banking
Experience
Morgan Stanley June 2015 - August 2015
Stonybrook Capital September 2014 - December 2014
Lenox Hill Capital Advisors, Inc. May 2014 - August 2014
The IM Group January 2014 - May 2014
Skills
Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Leveraged Finance
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics & Economics
Morgan Stanley June 2015 - August 2015
Stonybrook Capital September 2014 - December 2014
Lenox Hill Capital Advisors, Inc. May 2014 - August 2014
The IM Group January 2014 - May 2014
Skills
Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Leveraged Finance
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics & Economics
Jean Stanley Jean Stanley's Morgan Stanley Experience October 1990 - September 1996
Job Program Manager at TRI
Industry Nonprofit Organization Management
Experience
Entreprenuer June 2013 - Present
TRI October 2007 - Present
Yoga Zone September 1996 - June 2000
Morgan Stanley October 1990 - September 1996
Skills
Program Management, Project Management, Change Management, Entrepreneurship, PMO, PMP, Program Development, Project Planning, Project Portfolio..., Strategic Planning, Team Building, Wellness, Yoga
Education
Fairfield University 1976 — 1980
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Entreprenuer June 2013 - Present
TRI October 2007 - Present
Yoga Zone September 1996 - June 2000
Morgan Stanley October 1990 - September 1996
Skills
Program Management, Project Management, Change Management, Entrepreneurship, PMO, PMP, Program Development, Project Planning, Project Portfolio..., Strategic Planning, Team Building, Wellness, Yoga
Education
Fairfield University 1976 — 1980
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Jeffrey Castellano Jeffrey Castellano's Morgan Stanley Experience March 2005 - March 2008
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Evan Ganley's Morgan Stanley Experience May 2012 - August 2012
Job Managed Account Advisors at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
GE Capital Real Estate January 2014 - April 2014
Wakefern Food Corp. May 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Skills
Finance, Marketing
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Merrill Lynch June 2014 - Present
GE Capital Real Estate January 2014 - April 2014
Wakefern Food Corp. May 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Skills
Finance, Marketing
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Frank McKinley, MBA Frank McKinley, MBA's Morgan Stanley Experience January 2000 - June 2001
Job Investment Professional at Nationwide Planning Assoc., Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. March 2010 - Present
Cadaret Grant & Co. Inc. June 2001 - March 2010
Morgan Stanley January 2000 - June 2001
First Union Bank January 1999 - January 2000
Thomas Register 1993 - 1998
Skills
Portfolio Management, Annuities, IRA's, Real Estate Investment, Investments, Wealth Management, Estate Planning, Retirement, Long Term Care, Financial Planning, Securities, Insurance, Asset Management, Financial Analysis, Series 7, Series 63, Equities, Public Speaking, Fixed Income, Retirement Planning, Mutual Funds, Budgeting, Asset Allocation, Alternative Investments, Asset Protection, High Net Worth..., 401k, Wealth, Investment Advisory, Investment Strategies, Financial Advisory, Insurance Planning, Pensions, Small Business, Disability Insurance, Term Life Insurance, ETFs, Employee Benefits, Bonds, Private Wealth..., Wealth Accumulation, Trusts, Annuity, Investment Products, Defined Benefit, Stocks, Due Diligence, Long-term Care, Cash Management, 401k Rollovers
Education
Fordham University 1970 — 1974
B.A., Communications
DePaul Diocesan High 1966 — 1970
College Prep
Farleigh Dickinson, Rutherford, NJ 1900 — 1900
MBA, Management/Marketing
Nationwide Planning Associates, Inc. March 2010 - Present
Cadaret Grant & Co. Inc. June 2001 - March 2010
Morgan Stanley January 2000 - June 2001
First Union Bank January 1999 - January 2000
Thomas Register 1993 - 1998
Skills
Portfolio Management, Annuities, IRA's, Real Estate Investment, Investments, Wealth Management, Estate Planning, Retirement, Long Term Care, Financial Planning, Securities, Insurance, Asset Management, Financial Analysis, Series 7, Series 63, Equities, Public Speaking, Fixed Income, Retirement Planning, Mutual Funds, Budgeting, Asset Allocation, Alternative Investments, Asset Protection, High Net Worth..., 401k, Wealth, Investment Advisory, Investment Strategies, Financial Advisory, Insurance Planning, Pensions, Small Business, Disability Insurance, Term Life Insurance, ETFs, Employee Benefits, Bonds, Private Wealth..., Wealth Accumulation, Trusts, Annuity, Investment Products, Defined Benefit, Stocks, Due Diligence, Long-term Care, Cash Management, 401k Rollovers
Education
Fordham University 1970 — 1974
B.A., Communications
DePaul Diocesan High 1966 — 1970
College Prep
Farleigh Dickinson, Rutherford, NJ 1900 — 1900
MBA, Management/Marketing
Amanda Cusumano's Morgan Stanley Experience April 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Moody's Investors Service January 2011 - April 2014
Moody's Investors Service December 2009 - January 2011
Moody's Investors Service July 2008 - December 2009
Citi September 2007 - May 2008
Merrill Lynch June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Financial Analysis, Leveraged Finance, Financial Modeling, Credit Analysis, Presentations, Holistic Life Coaching, Investments
Education
Fairleigh Dickinson University 2009 — 2011
Master of Business Administration (MBA), International Business
Fairleigh Dickinson University 2004 — 2008
Bachelor's degree, Finance, General
Curtis High School 2000 — 2004
Morgan Stanley April 2014 - Present
Moody's Investors Service January 2011 - April 2014
Moody's Investors Service December 2009 - January 2011
Moody's Investors Service July 2008 - December 2009
Citi September 2007 - May 2008
Merrill Lynch June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Financial Analysis, Leveraged Finance, Financial Modeling, Credit Analysis, Presentations, Holistic Life Coaching, Investments
Education
Fairleigh Dickinson University 2009 — 2011
Master of Business Administration (MBA), International Business
Fairleigh Dickinson University 2004 — 2008
Bachelor's degree, Finance, General
Curtis High School 2000 — 2004
Christopher McGarry Christopher McGarry's Morgan Stanley Experience June 2015 - Present
Job Sales & Trading Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
UBS September 2014 - Present
Venor Capital Management LP June 2014 - August 2014
UBS February 2014 - May 2014
Backpacks4School August 2010 - February 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Bloomberg Terminal
Education
Fairfield University 2012 — 2016
Accounting and Finance
Morgan Stanley June 2015 - Present
UBS September 2014 - Present
Venor Capital Management LP June 2014 - August 2014
UBS February 2014 - May 2014
Backpacks4School August 2010 - February 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Bloomberg Terminal
Education
Fairfield University 2012 — 2016
Accounting and Finance
Frank C Senzino II Frank C Senzino II's Morgan Stanley Experience January 2009 - Present
Job AVP, Consulting Group Analyst The Deatherage Group at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
UBS Financial Services April 2007 - December 2009
UBS Financial Services May 2006 - May 2007
UBS December 2005 - May 2006
Skills
Wealth Management, Bloomberg Terminal, Thomson One, Investment Advisory, Bonds, Series 7, Fixed Income, Equities, Portfolio Management, Investments, Capital Markets
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Finance
Morgan Stanley January 2009 - Present
UBS Financial Services April 2007 - December 2009
UBS Financial Services May 2006 - May 2007
UBS December 2005 - May 2006
Skills
Wealth Management, Bloomberg Terminal, Thomson One, Investment Advisory, Bonds, Series 7, Fixed Income, Equities, Portfolio Management, Investments, Capital Markets
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Finance
Gregory Zielinski Gregory Zielinski's Morgan Stanley Experience 2000 - 2007
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale December 2006 - Present
Morgan Stanley 2000 - 2007
Morgan Stanley 2000 - 2007
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Financial Markets, Investment Banking, Structured Products, Equity Derivatives, Hedge Funds, Bloomberg, Trading, Structured Finance
Education
New York University 1994 — 1998
MBA, Finance, Information Systems
Fairfield University 1987 — 1991
BS Finance, Finance
Societe Generale December 2006 - Present
Morgan Stanley 2000 - 2007
Morgan Stanley 2000 - 2007
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Financial Markets, Investment Banking, Structured Products, Equity Derivatives, Hedge Funds, Bloomberg, Trading, Structured Finance
Education
New York University 1994 — 1998
MBA, Finance, Information Systems
Fairfield University 1987 — 1991
BS Finance, Finance
Brian Lange, MBA Brian Lange, MBA's Morgan Stanley Experience May 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Royal Bank of Scotland November 2012 - May 2014
Merrill Lynch March 2011 - October 2011
Latham & Watkins LLP March 2007 - August 2010
Skills
Bloomberg Terminal, Excel, Access, PowerPoint
Education
Hofstra University 2010 — 2012
M.B.A.
Fairfield University 2002 — 2006
B.A., Political Science
Morgan Stanley May 2014 - Present
Royal Bank of Scotland November 2012 - May 2014
Merrill Lynch March 2011 - October 2011
Latham & Watkins LLP March 2007 - August 2010
Skills
Bloomberg Terminal, Excel, Access, PowerPoint
Education
Hofstra University 2010 — 2012
M.B.A.
Fairfield University 2002 — 2006
B.A., Political Science
Taryn Williams's Morgan Stanley Experience October 2006 - March 2007
Job EY Campus Recruiter
Industry Human Resources
Experience
EY April 2014 - Present
NERA Economic Consulting October 2011 - April 2014
Fairfield University July 2009 - July 2011
Credit Suisse January 2008 - November 2008
Credit Suisse March 2007 - December 2007
Morgan Stanley October 2006 - March 2007
The Writing Center October 2004 - July 2006
Skills
Copy Editing, Editing, Creative Writing, Proofreading, Research, Talent Management, Interviews, Blogging, Recruiting, Newsletters, Management, Onboarding, Publishing, Sourcing, Microsoft Word, Teaching
Education
Fairfield University 2009 — 2011
MFA, Creative Writing
Fairfield University
Bachelor of Arts, English & Political Science
National University of Ireland
EY April 2014 - Present
NERA Economic Consulting October 2011 - April 2014
Fairfield University July 2009 - July 2011
Credit Suisse January 2008 - November 2008
Credit Suisse March 2007 - December 2007
Morgan Stanley October 2006 - March 2007
The Writing Center October 2004 - July 2006
Skills
Copy Editing, Editing, Creative Writing, Proofreading, Research, Talent Management, Interviews, Blogging, Recruiting, Newsletters, Management, Onboarding, Publishing, Sourcing, Microsoft Word, Teaching
Education
Fairfield University 2009 — 2011
MFA, Creative Writing
Fairfield University
Bachelor of Arts, English & Political Science
National University of Ireland
James DiGuglielmo, Ph.D., FRM James DiGuglielmo, Ph.D., FRM's Morgan Stanley Experience January 2015 - Present
Job Quantitative Finance Risk Analytics
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley March 2012 - Present
Protiviti November 2010 - March 2012
Skills
Risk Management, Capital Markets, Credit Risk, Quantitative Finance, Financial Risk, Financial Modeling, Matlab, Market Risk, Credit, Operational Risk, VBA, Basel II, Banking, Financial Risk..., Stress Testing, Structured Products, Financial Services, Structured Finance, Bloomberg, Economic Capital, Derivatives, Equity Derivatives, Analysis
Education
International Max Planck Research School on Gravitational Wave Astronomy 2006 — 2010
Ph.D, Physics, Quantum Information
Universität Hannover 2004 — 2006
M.S., Physics, Quantum Optics
Fairfield University 2000 — 2004
B.S., Physics, Philosophy
Morgan Stanley January 2015 - Present
Morgan Stanley March 2012 - Present
Protiviti November 2010 - March 2012
Skills
Risk Management, Capital Markets, Credit Risk, Quantitative Finance, Financial Risk, Financial Modeling, Matlab, Market Risk, Credit, Operational Risk, VBA, Basel II, Banking, Financial Risk..., Stress Testing, Structured Products, Financial Services, Structured Finance, Bloomberg, Economic Capital, Derivatives, Equity Derivatives, Analysis
Education
International Max Planck Research School on Gravitational Wave Astronomy 2006 — 2010
Ph.D, Physics, Quantum Information
Universität Hannover 2004 — 2006
M.S., Physics, Quantum Optics
Fairfield University 2000 — 2004
B.S., Physics, Philosophy
Silvia George Malek Silvia George Malek's Morgan Stanley Experience July 2000 - November 2008
Job Analyst/Client Service at Synergistix
Industry Financial Services
Experience
Synergistix June 2014 - Present
Citi February 2014 - June 2014
A Malek CPA January 2011 - January 2014
Conifer Securities March 2010 - November 2011
Morgan Stanley July 2000 - November 2008
M.D. Sass & Co. 1997 - 2000
Bankers Trust 1993 - 1997
Goldman Sachs 1993 - 1997
Deloitte 1989 - 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Series 7, Bloomberg, Capital Markets, Financial Services, Equity Derivatives, Middle Office, Mutual Funds, Finance, Portfolio Management
Education
Fairleigh Dickinson University
B.S., Accounting
Fairleigh Dickinson University
Bachelor's degree, Accounting
Synergistix June 2014 - Present
Citi February 2014 - June 2014
A Malek CPA January 2011 - January 2014
Conifer Securities March 2010 - November 2011
Morgan Stanley July 2000 - November 2008
M.D. Sass & Co. 1997 - 2000
Bankers Trust 1993 - 1997
Goldman Sachs 1993 - 1997
Deloitte 1989 - 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Series 7, Bloomberg, Capital Markets, Financial Services, Equity Derivatives, Middle Office, Mutual Funds, Finance, Portfolio Management
Education
Fairleigh Dickinson University
B.S., Accounting
Fairleigh Dickinson University
Bachelor's degree, Accounting
Wayne Westervelt Wayne Westervelt's Morgan Stanley Experience September 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Resources Global Professionals October 2011 - August 2014
Deutsche Bank March 1998 - August 2008
HBO December 1987 - December 1997
Skills
Business Analysis, Process Improvement, Project Management, ERP, Outsourcing, Management Consulting, Change Management, Analytics, Management, Start-ups, Strategic Planning, Business Development, Project Planning, Data Analysis, Leadership, Finance, Databases, Financial Analysis
Education
Fairleigh Dickinson University
BA, Business
Morgan Stanley September 2014 - Present
Resources Global Professionals October 2011 - August 2014
Deutsche Bank March 1998 - August 2008
HBO December 1987 - December 1997
Skills
Business Analysis, Process Improvement, Project Management, ERP, Outsourcing, Management Consulting, Change Management, Analytics, Management, Start-ups, Strategic Planning, Business Development, Project Planning, Data Analysis, Leadership, Finance, Databases, Financial Analysis
Education
Fairleigh Dickinson University
BA, Business
Jason Braatz, CFP® Jason Braatz, CFP®'s Morgan Stanley Experience March 2001 - October 2004
Job First Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2004 - November 2012
Morgan Stanley March 2001 - October 2004
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Risk Management, Portfolio Management, Financial Services, Series 63, Investments, Financial Analysis, Wealth Management, Asset Allocation, Insurance, Mutual Funds, Financial Modeling, Asset Management, Retirement, Securities, Strategy, Financial Planning, Strategic Planning, 401k
Education
Fairleigh Dickinson University 2004 — 2006
CFP
Nyack College 1996 — 2000
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2004 - November 2012
Morgan Stanley March 2001 - October 2004
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Risk Management, Portfolio Management, Financial Services, Series 63, Investments, Financial Analysis, Wealth Management, Asset Allocation, Insurance, Mutual Funds, Financial Modeling, Asset Management, Retirement, Securities, Strategy, Financial Planning, Strategic Planning, 401k
Education
Fairleigh Dickinson University 2004 — 2006
CFP
Nyack College 1996 — 2000
John G. Brewster John G. Brewster's Morgan Stanley Experience August 1983 - June 2006
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS July 2006 - Present
Morgan Stanley August 1983 - June 2006
Skills
Portfolio Management, Wealth Management, Finance, Financial Planning, Leadership
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Business, Finance
Ramapo College of New Jersey
BS, Business Management
UBS July 2006 - Present
Morgan Stanley August 1983 - June 2006
Skills
Portfolio Management, Wealth Management, Finance, Financial Planning, Leadership
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Business, Finance
Ramapo College of New Jersey
BS, Business Management
Jennifer W. D'Angelo Jennifer W. D'Angelo's Morgan Stanley Experience April 2005 - October 2006
Job Tax Resource Manager at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young November 2012 - Present
Protiviti October 2006 - December 2012
Morgan Stanley April 2005 - October 2006
PLIVA May 2004 - March 2005
Education
Fairleigh Dickinson University 1999 — 2004
Master's degree, Industrial and Organizational Psychology
Ernst & Young November 2012 - Present
Protiviti October 2006 - December 2012
Morgan Stanley April 2005 - October 2006
PLIVA May 2004 - March 2005
Education
Fairleigh Dickinson University 1999 — 2004
Master's degree, Industrial and Organizational Psychology
Holli Arnold Holli Arnold's Morgan Stanley Experience December 2008 - February 2011
Job Contract Administrator at State of New Jersey
Industry Government Administration
Experience
State of New Jersey April 2015 - Present
State of New Jersey January 2012 - April 2015
The McGraw-Hill Companies February 2011 - January 2012
Morgan Stanley December 2008 - February 2011
Morgan Stanley December 2005 - December 2008
Morgan Stanley 2003 - 2005
Skills
Human Resources, Project Management, Deferred Compensation, Vendor Management, Strategic Planning, Coaching, Process Improvement, Performance Management, Training, Employee Relations, Talent Management, Customer Service, Payroll
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
MBA, Management & Strategy
Fairleigh Dickinson University 1998 — 2001
MA, Psychology
Vassar College 1994 — 1998
BA, Psychology
State of New Jersey April 2015 - Present
State of New Jersey January 2012 - April 2015
The McGraw-Hill Companies February 2011 - January 2012
Morgan Stanley December 2008 - February 2011
Morgan Stanley December 2005 - December 2008
Morgan Stanley 2003 - 2005
Skills
Human Resources, Project Management, Deferred Compensation, Vendor Management, Strategic Planning, Coaching, Process Improvement, Performance Management, Training, Employee Relations, Talent Management, Customer Service, Payroll
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
MBA, Management & Strategy
Fairleigh Dickinson University 1998 — 2001
MA, Psychology
Vassar College 1994 — 1998
BA, Psychology
Christopher Marotta Christopher Marotta's Morgan Stanley Experience September 2005 - May 2011
Job Experienced Coach and Consultant
Industry Professional Training & Coaching
Experience
C Marotta Associates March 2011 - Present
Morgan Stanley September 2005 - May 2011
SmartWorks, LLC January 2005 - September 2005
Citigroup January 1995 - December 2004
Skills
Executive Coaching, Organizational..., Leadership Development, MBTI, Talent Management, Training, Leadership, Coaching, Performance Management, Strategy, Staff Development, Succession Planning, Change Management, Program Management, Workshop Facilitation, Organizational..., Management Development, Management Consulting
Education
Rutgers Mason Gross School of the Arts 1986 — 1988
Fairfield University
BS, Business
C Marotta Associates March 2011 - Present
Morgan Stanley September 2005 - May 2011
SmartWorks, LLC January 2005 - September 2005
Citigroup January 1995 - December 2004
Skills
Executive Coaching, Organizational..., Leadership Development, MBTI, Talent Management, Training, Leadership, Coaching, Performance Management, Strategy, Staff Development, Succession Planning, Change Management, Program Management, Workshop Facilitation, Organizational..., Management Development, Management Consulting
Education
Rutgers Mason Gross School of the Arts 1986 — 1988
Fairfield University
BS, Business
David Morano David Morano's Morgan Stanley Experience June 2014 - Present
Job Managing Director, Wealth Management Operations Risk and Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
UBS Wealth Management March 2011 - June 2014
UBS 1990 - 2011
UBS 1990 - 2011
PaineWebber 1990 - 1995
Skills
Securities, Financial Services, Leadership, Mutual Funds, Project Management, Program Management, Integration, Strategic Planning, Corporate Finance, Accounting, Budgets, Wealth Management
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
Saint Peter's College 1987 — 1990
BS, Management
Bergen Catholic High School
Bergen Catholic High School
Morgan Stanley June 2014 - Present
UBS Wealth Management March 2011 - June 2014
UBS 1990 - 2011
UBS 1990 - 2011
PaineWebber 1990 - 1995
Skills
Securities, Financial Services, Leadership, Mutual Funds, Project Management, Program Management, Integration, Strategic Planning, Corporate Finance, Accounting, Budgets, Wealth Management
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
Saint Peter's College 1987 — 1990
BS, Management
Bergen Catholic High School
Bergen Catholic High School
TJ Markey's Morgan Stanley Experience June 2013 - Present
Job Client Services Associate at Morgan Stanley
Industry Hospitality
Experience
Morgan Stanley June 2013 - Present
Jackson Hole Mountain Resort November 2011 - April 2013
The Weekapaug Inn October 2012 - November 2012
Jackson Hole Golf & Tennis May 2012 - October 2012
3 Creek Ranch Golf Club August 2011 - August 2012
MacPhail's Restaurant October 2011 - January 2012
Lewis & Clark Expeditions May 2011 - September 2011
Misquamicut Fire District July 2010 - September 2010
Magic Falls Rafting Company June 2009 - August 2010
Televersemedia May 2010 - June 2010
Skills
Event Planning, Public Relations, Fundraising, Public Speaking, Editing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Marketing, Sales
Education
Roger Williams University 2008 — 2010
Bachelor of Science, Marketing Communications
Fairfield University 2007 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Diploma
Saint Lawrence University 2005 — 2007
Salisbury School 2001 — 2005
High School Diploma, Economics, Photography, A-
Morgan Stanley June 2013 - Present
Jackson Hole Mountain Resort November 2011 - April 2013
The Weekapaug Inn October 2012 - November 2012
Jackson Hole Golf & Tennis May 2012 - October 2012
3 Creek Ranch Golf Club August 2011 - August 2012
MacPhail's Restaurant October 2011 - January 2012
Lewis & Clark Expeditions May 2011 - September 2011
Misquamicut Fire District July 2010 - September 2010
Magic Falls Rafting Company June 2009 - August 2010
Televersemedia May 2010 - June 2010
Skills
Event Planning, Public Relations, Fundraising, Public Speaking, Editing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Marketing, Sales
Education
Roger Williams University 2008 — 2010
Bachelor of Science, Marketing Communications
Fairfield University 2007 — 2008
Bachelor of Science, Marketing
National Outdoor Leadership School 2007 — 2007
Diploma
Saint Lawrence University 2005 — 2007
Salisbury School 2001 — 2005
High School Diploma, Economics, Photography, A-
Catherine A. Zonsky Catherine A. Zonsky's Morgan Stanley Experience November 1999 - July 2005
Job Assistant Dean Center for University Advisement at Hofstra University
Industry Higher Education
Experience
Hofstra University April 2012 - Present
University of Pennsylvania September 2009 - May 2010
Citi July 2005 - July 2009
Morgan Stanley November 1999 - July 2005
Skills
Event Planning, Higher Education, Student Affairs, Program Management, Teaching, Event Management, Leadership Development, Leadership, Public Speaking, Management
Education
University of Pennsylvania 2009 — 2010
Master of Science, Higher Education
Fairfield University 1992 — 1996
Bachelor of Arts, English
Hofstra University April 2012 - Present
University of Pennsylvania September 2009 - May 2010
Citi July 2005 - July 2009
Morgan Stanley November 1999 - July 2005
Skills
Event Planning, Higher Education, Student Affairs, Program Management, Teaching, Event Management, Leadership Development, Leadership, Public Speaking, Management
Education
University of Pennsylvania 2009 — 2010
Master of Science, Higher Education
Fairfield University 1992 — 1996
Bachelor of Arts, English
Ihab Dana, CBCP's Morgan Stanley Experience September 2006 - May 2009
Job Head of Business Continuity Management for the US Region at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2010 - Present
Morgan Stanley September 2006 - May 2009
Credit Suisse August 2005 - August 2006
Bank of America January 2004 - August 2005
Morgan Stanley April 2001 - January 2004
Bank of America (formerly Summit Bank, United Jersey Bank) January 1994 - April 2001
Skills
Risk, Business Continuity, Physical Security, Emergency Management, Enterprise Risk..., Risk Analysis, Risk Management, Risk Assessment, Crisis Management, Operational Risk, Vendor Management, CBCP, Information Security, Leadership, Data Center, Security, Security Management, Financial Risk, Financial Analysis, Strategy, Financial Services, Equities, Capital Markets, Relationship Management, Private Investigations, Investment Banking, Management
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
Ramapo College of New Jersey 1983 — 1987
BS, Business Administration, Concentration in Marketing
Ramapo College of New Jersey 1983 — 1987
BS, Mathematics
RBC Capital Markets May 2010 - Present
Morgan Stanley September 2006 - May 2009
Credit Suisse August 2005 - August 2006
Bank of America January 2004 - August 2005
Morgan Stanley April 2001 - January 2004
Bank of America (formerly Summit Bank, United Jersey Bank) January 1994 - April 2001
Skills
Risk, Business Continuity, Physical Security, Emergency Management, Enterprise Risk..., Risk Analysis, Risk Management, Risk Assessment, Crisis Management, Operational Risk, Vendor Management, CBCP, Information Security, Leadership, Data Center, Security, Security Management, Financial Risk, Financial Analysis, Strategy, Financial Services, Equities, Capital Markets, Relationship Management, Private Investigations, Investment Banking, Management
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
Ramapo College of New Jersey 1983 — 1987
BS, Business Administration, Concentration in Marketing
Ramapo College of New Jersey 1983 — 1987
BS, Mathematics
Jonathan G. Picache Jonathan G. Picache's Morgan Stanley Experience July 1983 - December 1985
Job ComForcare Senior Services, Northeast Bergen County, Managing Partner
Industry Hospital & Health Care
Experience
J&C Picache - IGWT (DBA-ComForcare Senior Services) November 2008 - Present
ComForcare Senior Services 2008 - 2011
Goldman Sachs January 1986 - May 2008
Morgan Stanley July 1983 - December 1985
Merrill Lynch April 1982 - June 1983
Education
Fairleigh Dickinson University 1978 — 1982
J&C Picache - IGWT (DBA-ComForcare Senior Services) November 2008 - Present
ComForcare Senior Services 2008 - 2011
Goldman Sachs January 1986 - May 2008
Morgan Stanley July 1983 - December 1985
Merrill Lynch April 1982 - June 1983
Education
Fairleigh Dickinson University 1978 — 1982
Scott Luckey Scott Luckey's Morgan Stanley Experience May 2014 - Present
Job Interest Rate Derivatives Sales Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
New York Rangers September 2013 - Present
Equinox March 2013 - September 2013
Sandler O'Neill + Partners March 2011 - August 2012
Broadwall Consulting Services June 2010 - March 2011
RCG Longview May 2009 - June 2010
Skills
Accounts Payable, Due Diligence, Cash Management, Internal Audit, Asset Management, Valuation, Financial Analysis, Bloomberg, Alternative Investments, Corporate Finance, Fixed Income, Investments, Loans, Budgets
Education
Fairfield University 2004 — 2013
Bachelor of Arts (B.A.), Professional Studies/ Liberal Arts
Morgan Stanley May 2014 - Present
New York Rangers September 2013 - Present
Equinox March 2013 - September 2013
Sandler O'Neill + Partners March 2011 - August 2012
Broadwall Consulting Services June 2010 - March 2011
RCG Longview May 2009 - June 2010
Skills
Accounts Payable, Due Diligence, Cash Management, Internal Audit, Asset Management, Valuation, Financial Analysis, Bloomberg, Alternative Investments, Corporate Finance, Fixed Income, Investments, Loans, Budgets
Education
Fairfield University 2004 — 2013
Bachelor of Arts (B.A.), Professional Studies/ Liberal Arts
Lauren Thiffault Lauren Thiffault's Morgan Stanley Experience February 2014 - Present
Job Director Project Management CTB
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley March 2010 - February 2014
Skills
Project Management, Operational Risk, Regulatory Requirements, Risk Management, Risk Assessment, Key Performance..., Securities Lending, Operational Risk..., Process Improvement, Business Process..., Financial Analysis
Education
Fairfield University 2000 — 2004
Bachelor of Science (BS), Accounting
Morgan Stanley February 2014 - Present
Morgan Stanley March 2010 - February 2014
Skills
Project Management, Operational Risk, Regulatory Requirements, Risk Management, Risk Assessment, Key Performance..., Securities Lending, Operational Risk..., Process Improvement, Business Process..., Financial Analysis
Education
Fairfield University 2000 — 2004
Bachelor of Science (BS), Accounting
Michael Sclafani Michael Sclafani's Morgan Stanley Experience August 2010 - April 2012
Job S&P Capital IQ
Industry Investment Management
Experience
Standard & Poor's 2013 - Present
Equinox Fund Management, LLC April 2012 - August 2013
Morgan Stanley August 2010 - April 2012
MetLife January 2005 - January 2010
Skills
Financial Planning, Securities Regulation, Complex Investment..., Financial Research and..., Alternative Investments, Time Management, Relationship Development, Team Coordination, Critical Thinking, Organization, Trading Concepts, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Innovation/ Financial..., Product Positioning, Commodity Trading..., Managed Futures, Private Equity, Hedge Funds, Futures, Derivatives, Analysis, Retirement Planning, Strategic Financial..., Positioning
Education
Fairleigh Dickinson University 2008 — 2009
Certificate for Financial Planning Program, Finance and Financial Management Services
The LandMark Forum
Curriculum For Living
The Richard Stockton College of New Jersey 1999 — 2003
Bachelor's degree, Political Science and Government
The Washington Center for Internships and Academic Seminars
Political Science and Government, 4.0
Standard & Poor's 2013 - Present
Equinox Fund Management, LLC April 2012 - August 2013
Morgan Stanley August 2010 - April 2012
MetLife January 2005 - January 2010
Skills
Financial Planning, Securities Regulation, Complex Investment..., Financial Research and..., Alternative Investments, Time Management, Relationship Development, Team Coordination, Critical Thinking, Organization, Trading Concepts, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Innovation/ Financial..., Product Positioning, Commodity Trading..., Managed Futures, Private Equity, Hedge Funds, Futures, Derivatives, Analysis, Retirement Planning, Strategic Financial..., Positioning
Education
Fairleigh Dickinson University 2008 — 2009
Certificate for Financial Planning Program, Finance and Financial Management Services
The LandMark Forum
Curriculum For Living
The Richard Stockton College of New Jersey 1999 — 2003
Bachelor's degree, Political Science and Government
The Washington Center for Internships and Academic Seminars
Political Science and Government, 4.0
Julie Collins (Knoblich)'s Morgan Stanley Experience September 2012 - Present
Job Assistant Vice President; Brand Marketing/Project Management at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley September 2012 - Present
Digitas November 2007 - September 2012
Polo Ralph Lauren September 2004 - November 2007
Carlson & Partners June 2003 - August 2003
Skills
Digital Marketing, Interactive Project..., Strategic Thinking, Digital Project..., Marketing Strategy, Interactive Marketing, Advertising, Project Management, Marketing Management, Event Planning, Management
Education
Fairfield University 2000 — 2004
Bachelor of Arts and Science, Marketing; Concentration in Integrated Marketing Communications
Morgan Stanley September 2012 - Present
Digitas November 2007 - September 2012
Polo Ralph Lauren September 2004 - November 2007
Carlson & Partners June 2003 - August 2003
Skills
Digital Marketing, Interactive Project..., Strategic Thinking, Digital Project..., Marketing Strategy, Interactive Marketing, Advertising, Project Management, Marketing Management, Event Planning, Management
Education
Fairfield University 2000 — 2004
Bachelor of Arts and Science, Marketing; Concentration in Integrated Marketing Communications
Monahan Michael Monahan Michael's Morgan Stanley Experience 1985 - 1987
Job DIR IT at SAP
Industry Computer Software
Experience
SAP February 2007 - Present
SAP February 2000 - February 2007
Nabisco July 1989 - July 1999
CSX / Sealand 1987 - June 1989
Morgan Stanley 1985 - 1987
Skills
ERP, SAP, Business Intelligence, SAP R/3, SAP Netweaver, DB2, SAP ERP, Enterprise Software, SAP BW, HRIS, Business Process, PMP, SAP Portal, Integration, Cross-functional Team..., IT Strategy, ABAP, Business Analysis, Solution Architecture, Enterprise Architecture, Software Project..., SAP Implementation, Business Objects, Requirements Analysis, Master Data Management, Business Process Design, IT Management, Data Warehousing, SAP HR, SAP CRM, Data Migration
Education
Faileigh Dickinson 1974 — 1979
SAP February 2007 - Present
SAP February 2000 - February 2007
Nabisco July 1989 - July 1999
CSX / Sealand 1987 - June 1989
Morgan Stanley 1985 - 1987
Skills
ERP, SAP, Business Intelligence, SAP R/3, SAP Netweaver, DB2, SAP ERP, Enterprise Software, SAP BW, HRIS, Business Process, PMP, SAP Portal, Integration, Cross-functional Team..., IT Strategy, ABAP, Business Analysis, Solution Architecture, Enterprise Architecture, Software Project..., SAP Implementation, Business Objects, Requirements Analysis, Master Data Management, Business Process Design, IT Management, Data Warehousing, SAP HR, SAP CRM, Data Migration
Education
Faileigh Dickinson 1974 — 1979
George Cerwinski George Cerwinski's Morgan Stanley Experience July 2010 - July 2012
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley July 2010 - July 2012
Merrill Lynch July 2008 - July 2010
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Hedge Funds, Bloomberg Terminal, Securities, Valuation, Capital Markets, Derivatives, Wealth Management, Series 7
Education
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Fairfield University 2004 — 2008
Bachelor's degree, Economics
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley July 2010 - July 2012
Merrill Lynch July 2008 - July 2010
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Hedge Funds, Bloomberg Terminal, Securities, Valuation, Capital Markets, Derivatives, Wealth Management, Series 7
Education
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Fairfield University 2004 — 2008
Bachelor's degree, Economics
Kevin Toohill Kevin Toohill's Morgan Stanley Experience January 2007 - February 2009
Job First Vice President Investments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley January 2007 - February 2009
Legg Mason February 2002 - December 2006
New England Securities August 1999 - January 2002
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Marketing
Seton Hall Prep 1991 — 1995
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley January 2007 - February 2009
Legg Mason February 2002 - December 2006
New England Securities August 1999 - January 2002
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Marketing
Seton Hall Prep 1991 — 1995
Michael Riley, AAMS Michael Riley, AAMS's Morgan Stanley Experience February 2003 - April 2003
Job Managing Sales Director at MetLife Solutions Group
Industry Financial Services
Experience
MetLife March 2009 - Present
Merrill Lynch August 2006 - March 2009
A.G. Edwards March 2005 - July 2006
Ameriprise Financial Services, Inc. April 2005 - May 2005
Morgan Stanley February 2003 - April 2003
Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care
Education
Fairfield University 2001 — 2005
BS, Mgmt & Finance
Mountain Lakes High School 2001 — 2005
High School/Secondary Diplomas and Certificates
MetLife March 2009 - Present
Merrill Lynch August 2006 - March 2009
A.G. Edwards March 2005 - July 2006
Ameriprise Financial Services, Inc. April 2005 - May 2005
Morgan Stanley February 2003 - April 2003
Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care
Education
Fairfield University 2001 — 2005
BS, Mgmt & Finance
Mountain Lakes High School 2001 — 2005
High School/Secondary Diplomas and Certificates
Frank T. Valanzola Frank T. Valanzola's Morgan Stanley Experience July 1993 - August 2005
Job Chairman New Jersey Bocce Invitational
Industry Philanthropy
Experience
Marine Corps League September 2011 - Present
Boys & Girls Club, Union County March 2009 - Present
Holy Family Academy January 2009 - Present
Financial Services April 2008 - Present
Financial Planning Association of New Jersey March 2008 - Present
New Jersey Bocce Invitational April 2006 - Present
New Jersey Bocce Invitational April 2006 - Present
Somerset County Business Partnership 1997 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1993 - August 2005
Skills
Frank T Valanzola
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
New Jersey City University 1978 — 1982
BS, Business Administration
Marine Corps League September 2011 - Present
Boys & Girls Club, Union County March 2009 - Present
Holy Family Academy January 2009 - Present
Financial Services April 2008 - Present
Financial Planning Association of New Jersey March 2008 - Present
New Jersey Bocce Invitational April 2006 - Present
New Jersey Bocce Invitational April 2006 - Present
Somerset County Business Partnership 1997 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1993 - August 2005
Skills
Frank T Valanzola
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
New Jersey City University 1978 — 1982
BS, Business Administration
Matt Brady Matt Brady's Morgan Stanley Experience April 2000 - March 2015
Job Global Financing Products at Bank Of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley April 2000 - March 2015
Education
Fairfield University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley April 2000 - March 2015
Education
Fairfield University 1994 — 1998
Bachelor of Arts (B.A.), Economics
John P. Capogna's Morgan Stanley Experience November 2009 - February 2014
Job Vice President, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2014 - Present
Morgan Stanley November 2009 - February 2014
Education
Fairfield University 2005 — 2009
Bachelor's degree, Finance, Information Technology
JPMorgan Chase Bank, N.A. February 2014 - Present
Morgan Stanley November 2009 - February 2014
Education
Fairfield University 2005 — 2009
Bachelor's degree, Finance, Information Technology
Thomas Lucash's Morgan Stanley Experience June 2003 - January 2005
Job Director Investment Specialist @ New York Life
Industry Financial Services
Experience
New York Life July 2005 - Present
New York Life November 2009 - June 2011
New York Life July 2005 - November 2009
Morgan Stanley June 2003 - January 2005
Skills
Investments, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, IRAs, Retirement Planning, Series 63, Series 65, Financial Advisory, Investment Strategies, Variable Annuities, 401k Rollovers, College Savings Plans, Roth IRA, 529 Plans, Wealth Accumulation, Retirement, Personal Financial..., Income Protection, Annuity Sales, Simple IRA, Retirement Plan..., Qualified Retirement..., College Funding..., Securities, Strategic Financial...
Education
Fairfield University 1999 — 2003
BS, Finance
The American College
RICP, Financial Planning and Services
New York Life July 2005 - Present
New York Life November 2009 - June 2011
New York Life July 2005 - November 2009
Morgan Stanley June 2003 - January 2005
Skills
Investments, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, IRAs, Retirement Planning, Series 63, Series 65, Financial Advisory, Investment Strategies, Variable Annuities, 401k Rollovers, College Savings Plans, Roth IRA, 529 Plans, Wealth Accumulation, Retirement, Personal Financial..., Income Protection, Annuity Sales, Simple IRA, Retirement Plan..., Qualified Retirement..., College Funding..., Securities, Strategic Financial...
Education
Fairfield University 1999 — 2003
BS, Finance
The American College
RICP, Financial Planning and Services
Lee Valentin Lee Valentin's Morgan Stanley Experience 1998 - 2004
Job Network Engineer at Proskauer Rose LLP
Industry Information Technology and Services
Experience
Proskauer Rose LLP May 2013 - Present
Alphaserve Technologies December 2011 - May 2013
Richard Fleischman & Associates August 2005 - December 2011
Bloomberg August 2004 - August 2005
Morgan Stanley 1998 - 2004
Skills
Network Security, Network Administration, Networking, VPN, Cisco Technologies, Switches, Security, Servers, Data Center, Routers, Disaster Recovery, Management, Active Directory, DNS, Blackberry Enterprise..., Information Technology, VMware, Microsoft Exchange, Windows Server, Virtualization, Citrix, Technical Support, Cloud Computing, System Administration, Windows 7, Firewalls, Troubleshooting, Cisco IOS, DHCP, Operating Systems, Red Hat Linux, VMware ESX, TCP/IP, Leadership, Group Policy, Hardware, Routing, Computer Hardware, IT Management, Antivirus, Juniper, Cisco Routers, HP, VoIP, CCNA, WAN, MPLS, System Deployment, Sourcefire
Education
Passaic County Community College 2005 — 2010
AAS, Computer Information Systems
Fairleigh Dickinson University
Proskauer Rose LLP May 2013 - Present
Alphaserve Technologies December 2011 - May 2013
Richard Fleischman & Associates August 2005 - December 2011
Bloomberg August 2004 - August 2005
Morgan Stanley 1998 - 2004
Skills
Network Security, Network Administration, Networking, VPN, Cisco Technologies, Switches, Security, Servers, Data Center, Routers, Disaster Recovery, Management, Active Directory, DNS, Blackberry Enterprise..., Information Technology, VMware, Microsoft Exchange, Windows Server, Virtualization, Citrix, Technical Support, Cloud Computing, System Administration, Windows 7, Firewalls, Troubleshooting, Cisco IOS, DHCP, Operating Systems, Red Hat Linux, VMware ESX, TCP/IP, Leadership, Group Policy, Hardware, Routing, Computer Hardware, IT Management, Antivirus, Juniper, Cisco Routers, HP, VoIP, CCNA, WAN, MPLS, System Deployment, Sourcefire
Education
Passaic County Community College 2005 — 2010
AAS, Computer Information Systems
Fairleigh Dickinson University
Helen Wang, CPA, MST's Morgan Stanley Experience April 2014 - June 2015
Job Senior Tax Manager Tax Accounting and Reporting
Industry Environmental Services
Experience
COVANTA ENERGY June 2015 - Present
Morgan Stanley April 2014 - June 2015
CIT May 2008 - April 2014
Barclays Capital May 2006 - May 2008
PricewaterhouseCoopers June 2004 - May 2006
Ross Rosenthal & Co LLP May 2002 - May 2004
Levine Hahn Kilcoyne LLP August 2000 - March 2002
Skills
Tax, Corporate Tax, SEC reporting, Financial Reporting, Income Tax, SEC filings, Internal Controls, Accounting, Sarbanes-Oxley Act, International Tax, Tax Accounting, Transfer Pricing, Auditing, SEC Filings, Hyperion Enterprise
Education
Fairleigh Dickinson University 2005 — 2009
Master, Tax
McGill University 1999 — 2000
Master, Accounting
COVANTA ENERGY June 2015 - Present
Morgan Stanley April 2014 - June 2015
CIT May 2008 - April 2014
Barclays Capital May 2006 - May 2008
PricewaterhouseCoopers June 2004 - May 2006
Ross Rosenthal & Co LLP May 2002 - May 2004
Levine Hahn Kilcoyne LLP August 2000 - March 2002
Skills
Tax, Corporate Tax, SEC reporting, Financial Reporting, Income Tax, SEC filings, Internal Controls, Accounting, Sarbanes-Oxley Act, International Tax, Tax Accounting, Transfer Pricing, Auditing, SEC Filings, Hyperion Enterprise
Education
Fairleigh Dickinson University 2005 — 2009
Master, Tax
McGill University 1999 — 2000
Master, Accounting
Robert T. Hoey's Morgan Stanley Experience September 2012 - March 2014
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Henry (Charlie) Suominen III Henry (Charlie) Suominen III's Morgan Stanley Experience June 2013 - August 2013
Job Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Fairfield University September 2014 - May 2015
Summer Street Advisors, LLC September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
T1 Media June 2012 - June 2013
Skills
Finance, Investments, Research, Portfolio Management, Equity Valuation, Financial Modeling, Fixed Income Analysis, Financial Markets, Portfolio Performance..., Commercial Real Estate, Valuation, Investment Management, Equity Research, Mutual Funds, Investment Banking, Teamwork, Private Banking, Asset Management, Argus Modeling, Commercial Real Estate..., Financial Analysis
Education
Fairfield University 2011 — 2015
Bachelor of Science, Charles F. Dolan School of Business, Major: Finance, Minor: Economics
The Governor's Academy 2007 — 2011
High School Diploma
Weston High School 2006 — 2007
JPMorgan Chase & Co. June 2015 - Present
Fairfield University September 2014 - May 2015
Summer Street Advisors, LLC September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
T1 Media June 2012 - June 2013
Skills
Finance, Investments, Research, Portfolio Management, Equity Valuation, Financial Modeling, Fixed Income Analysis, Financial Markets, Portfolio Performance..., Commercial Real Estate, Valuation, Investment Management, Equity Research, Mutual Funds, Investment Banking, Teamwork, Private Banking, Asset Management, Argus Modeling, Commercial Real Estate..., Financial Analysis
Education
Fairfield University 2011 — 2015
Bachelor of Science, Charles F. Dolan School of Business, Major: Finance, Minor: Economics
The Governor's Academy 2007 — 2011
High School Diploma
Weston High School 2006 — 2007
Michael Kmetzo Michael Kmetzo's Morgan Stanley Experience June 2010 - July 2011
Job RIA/Family Office Sales at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management July 2011 - Present
Morgan Stanley June 2010 - July 2011
FGI Risk Services 2009 - 2010
Skills
ETFs, Series 7, FINRA, Investments, Bloomberg, Asset Management, Indexing, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science, Dolan School of Business
WisdomTree Asset Management July 2011 - Present
Morgan Stanley June 2010 - July 2011
FGI Risk Services 2009 - 2010
Skills
ETFs, Series 7, FINRA, Investments, Bloomberg, Asset Management, Indexing, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science, Dolan School of Business
Christopher Lubrano Christopher Lubrano's Morgan Stanley Experience May 2012 - September 2013
Job Multistate Tax Intern at Deloitte
Industry Law Practice
Experience
Deloitte June 2015 - Present
LexisNexis September 2014 - Present
Suffolk University Law School September 2014 - June 2015
Donoghue Barrett & Singal June 2014 - May 2015
Suffolk County Supreme Court December 2014 - January 2015
Morgan Stanley May 2012 - September 2013
Suffolk University Law School May 2013 - August 2013
Education
Suffolk University - Sawyer Business School 2013 — 2017
Master of Business Administration (M.B.A.)
Suffolk University Law School 2013 — 2017
Doctor of Law (J.D.)
Fairfield University
Bachelor of Science (B.S.), Finance, General
Deloitte June 2015 - Present
LexisNexis September 2014 - Present
Suffolk University Law School September 2014 - June 2015
Donoghue Barrett & Singal June 2014 - May 2015
Suffolk County Supreme Court December 2014 - January 2015
Morgan Stanley May 2012 - September 2013
Suffolk University Law School May 2013 - August 2013
Education
Suffolk University - Sawyer Business School 2013 — 2017
Master of Business Administration (M.B.A.)
Suffolk University Law School 2013 — 2017
Doctor of Law (J.D.)
Fairfield University
Bachelor of Science (B.S.), Finance, General
Kyle Freda, CRPC® Kyle Freda, CRPC®'s Morgan Stanley Experience May 2003 - December 2009
Job Senior Financial Advisor, Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2009 - Present
Morgan Stanley May 2003 - December 2009
Skills
Investments, Wealth Management..., Wealth Management, Estate Planning, Portfolio Management, Finance, Financial Advisory, Retirement, Analysis, Management, Retirement Planning, Investment Management, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Wealth, Series 7, Insurance, Asset Management
Education
Muhlenberg College 2000 — 2004
Bachelors, Major business administration (finance), Minor Political Science (international affairs)
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
Lenape valley 1996 — 2000
High school diploma, High School/Secondary Diplomas and Certificates
Merrill Lynch December 2009 - Present
Morgan Stanley May 2003 - December 2009
Skills
Investments, Wealth Management..., Wealth Management, Estate Planning, Portfolio Management, Finance, Financial Advisory, Retirement, Analysis, Management, Retirement Planning, Investment Management, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Wealth, Series 7, Insurance, Asset Management
Education
Muhlenberg College 2000 — 2004
Bachelors, Major business administration (finance), Minor Political Science (international affairs)
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
Lenape valley 1996 — 2000
High school diploma, High School/Secondary Diplomas and Certificates
Jason Barrett Jason Barrett's Morgan Stanley Experience July 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2005 - Present
Skills
Banking, Wealth Management, Business Analysis, Management, Risk Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (MBA), Finance
Fairfield University 2001 — 2005
BS, Computer Science (Concentration in Artificial Intelligence)
Morgan Stanley July 2005 - Present
Skills
Banking, Wealth Management, Business Analysis, Management, Risk Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (MBA), Finance
Fairfield University 2001 — 2005
BS, Computer Science (Concentration in Artificial Intelligence)
Nicholas Perich Nicholas Perich's Morgan Stanley Experience June 2011 - August 2011
Job SL Green Realty Corp.
Industry Real Estate
Experience
Purdue Pharma L.P. May 2012 - December 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, Customer Service, Market Research, Bloomberg, Asset Management, Valuation, Finance, Real Estate, Alternative Investments, Accounting
Education
Fairfield University 2012 — 2013
Master's of Science, Finance
Fairfield University 2008 — 2012
Bachelor's degree, Accounting and Finance
Purdue Pharma L.P. May 2012 - December 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, Customer Service, Market Research, Bloomberg, Asset Management, Valuation, Finance, Real Estate, Alternative Investments, Accounting
Education
Fairfield University 2012 — 2013
Master's of Science, Finance
Fairfield University 2008 — 2012
Bachelor's degree, Accounting and Finance
Nicholas Awad Nicholas Awad's Morgan Stanley Experience May 2011 - July 2012
Job Community Developement / Real Estate / Marketing
Industry Real Estate
Experience
UBS Investment Bank July 2013 - Present
Barclays Investment Bank December 2012 - April 2013
Goldman Sachs July 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Goldman Sachs November 2010 - April 2011
Merrill Lynch February 2007 - July 2009
Skills
Fixed Income, Microsoft Excel, Investments, Trading, Financial Risk, Team Leadership, Mutual Funds, Databases, Management, Auditing, Insurance, Pivot Tables
Education
State University of New York College at Oneonta 2002 — 2005
B.S., Economics & Business
Fairleigh Dickinson University 2001 — 2002
UBS Investment Bank July 2013 - Present
Barclays Investment Bank December 2012 - April 2013
Goldman Sachs July 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Goldman Sachs November 2010 - April 2011
Merrill Lynch February 2007 - July 2009
Skills
Fixed Income, Microsoft Excel, Investments, Trading, Financial Risk, Team Leadership, Mutual Funds, Databases, Management, Auditing, Insurance, Pivot Tables
Education
State University of New York College at Oneonta 2002 — 2005
B.S., Economics & Business
Fairleigh Dickinson University 2001 — 2002
Martha Shepanzyk's Morgan Stanley Experience July 2014 - Present
Job Investment Banking Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley July 2011 - June 2014
UBS June 2010 - July 2011
Birinyi Associates September 2009 - April 2010
UBS March 2009 - July 2009
Skills
Equities, Banking, Management, Business Process..., Change Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley July 2014 - Present
Morgan Stanley July 2011 - June 2014
UBS June 2010 - July 2011
Birinyi Associates September 2009 - April 2010
UBS March 2009 - July 2009
Skills
Equities, Banking, Management, Business Process..., Change Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance
Caroline van Eyck Caroline van Eyck's Morgan Stanley Experience 2012 - 2012
Job Retail Planner at Theory
Industry Financial Services
Experience
Theory July 2013 - Present
Theory / Helmut Lang May 2012 - July 2013
Morgan Stanley 2012 - 2012
JP Morgan Asset Management May 2011 - August 2011
Ralph Lauren December 2009 - January 2011
Skills
Microsoft Excel, Facebook, Market Research, Marketing, Sales, Microsoft Office, PowerPoint, Management, Microsoft Word, Social Media, Financial Analysis, Analysis, SPSS, Social Media Marketing, Fashion, Budgets, Outlook, Bloomberg, Advertising, Research, Event Planning, Public Speaking, Access, Photoshop, Financial Reporting, Strategic Financial..., Retail Sales, Retail Buying, MS Excel Pivot Tables, Inventory Analysis, Retail, Merchandising, Trend Analysis, Inventory Management, Forecasting
Education
Fairfield University 2008 — 2012
BS, Marketing/Economics
Florence University of the Arts 2011 — 2011
International Business
Greenwich High School 2004 — 2008
Theory July 2013 - Present
Theory / Helmut Lang May 2012 - July 2013
Morgan Stanley 2012 - 2012
JP Morgan Asset Management May 2011 - August 2011
Ralph Lauren December 2009 - January 2011
Skills
Microsoft Excel, Facebook, Market Research, Marketing, Sales, Microsoft Office, PowerPoint, Management, Microsoft Word, Social Media, Financial Analysis, Analysis, SPSS, Social Media Marketing, Fashion, Budgets, Outlook, Bloomberg, Advertising, Research, Event Planning, Public Speaking, Access, Photoshop, Financial Reporting, Strategic Financial..., Retail Sales, Retail Buying, MS Excel Pivot Tables, Inventory Analysis, Retail, Merchandising, Trend Analysis, Inventory Management, Forecasting
Education
Fairfield University 2008 — 2012
BS, Marketing/Economics
Florence University of the Arts 2011 — 2011
International Business
Greenwich High School 2004 — 2008
Casey Laflamme's Morgan Stanley Experience July 2009 - July 2013
Job Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
Morgan Stanley July 2009 - July 2013
JP Morgan Chase August 2004 - July 2009
Skills
Fixed Income, Series 63, Capital Markets, Derivatives, Series 7, Equities, Hedge Funds, Bloomberg, Alternative Investments, Electronic Trading, Trading Systems, Trading, Structured Products, FX Options, Swaps, Options, Prime Brokerage
Education
Fairfield University 1999 — 2003
BA- Dolan School of Business., Finance/Economics
Goldman Sachs September 2013 - Present
Morgan Stanley July 2009 - July 2013
JP Morgan Chase August 2004 - July 2009
Skills
Fixed Income, Series 63, Capital Markets, Derivatives, Series 7, Equities, Hedge Funds, Bloomberg, Alternative Investments, Electronic Trading, Trading Systems, Trading, Structured Products, FX Options, Swaps, Options, Prime Brokerage
Education
Fairfield University 1999 — 2003
BA- Dolan School of Business., Finance/Economics
Kerrie Bourque Kerrie Bourque's Morgan Stanley Experience January 2014 - March 2014
Job Marketing Specialist at Kronos
Industry Marketing and Advertising
Experience
Kronos January 2015 - Present
Kronos June 2014 - January 2015
Wells Fargo Advisors March 2014 - April 2014
Morgan Stanley January 2014 - March 2014
Kronos June 2013 - August 2013
Cape Cod Baseball League June 2012 - August 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, PowerPoint, Marketing Research, Social Media, Public Speaking, Marketing Communications, Oracle CRM, Data Analysis, Multi Tasking, Public Relations, Social Media Marketing, Event Planning, Customer Service, Social Networking, Eloqua, Microsoft Office..., Marketing Analytics, Lead Generation, SPSS, Microsoft Word, Marketing
Education
Fairfield University 2011 — 2014
Bachelor of Arts (BA), Communications and Marketing
University of autonoma, Barcelona Spain 2012 — 2012
study abroad
University of Mary Washington 2010 — 2011
Business Communications
Kronos January 2015 - Present
Kronos June 2014 - January 2015
Wells Fargo Advisors March 2014 - April 2014
Morgan Stanley January 2014 - March 2014
Kronos June 2013 - August 2013
Cape Cod Baseball League June 2012 - August 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, PowerPoint, Marketing Research, Social Media, Public Speaking, Marketing Communications, Oracle CRM, Data Analysis, Multi Tasking, Public Relations, Social Media Marketing, Event Planning, Customer Service, Social Networking, Eloqua, Microsoft Office..., Marketing Analytics, Lead Generation, SPSS, Microsoft Word, Marketing
Education
Fairfield University 2011 — 2014
Bachelor of Arts (BA), Communications and Marketing
University of autonoma, Barcelona Spain 2012 — 2012
study abroad
University of Mary Washington 2010 — 2011
Business Communications
Christian McGreevy's Morgan Stanley Experience September 2013 - Present
Job Director at Morgan Stanley ISG Product Operations
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Barclays 2013 - 2013
HSBC Bank USA, National Association 2005 - 2011
Bear Stearns 2002 - 2005
Morgan Stanley 2000 - 2002
The Media Edge 1999 - 2000
Fox Channels Group 1997 - 1999
Skills
Trading, Options, Financial Markets, FX Options, Derivatives, ISDA, Series 7, Client Service Oriented, Banking, Commodity, Valuation, Financial Risk, Settlement, Foreign Exchange, Fixed Income
Education
New York University 2006 — 2007
Certificate, Financial Risk Management
Fairfield University 1993 — 1997
BA, Politics, minor in History
Saint Peter's Preparatory School 1989 — 1993
High School Diploma
Morgan Stanley September 2013 - Present
Barclays 2013 - 2013
HSBC Bank USA, National Association 2005 - 2011
Bear Stearns 2002 - 2005
Morgan Stanley 2000 - 2002
The Media Edge 1999 - 2000
Fox Channels Group 1997 - 1999
Skills
Trading, Options, Financial Markets, FX Options, Derivatives, ISDA, Series 7, Client Service Oriented, Banking, Commodity, Valuation, Financial Risk, Settlement, Foreign Exchange, Fixed Income
Education
New York University 2006 — 2007
Certificate, Financial Risk Management
Fairfield University 1993 — 1997
BA, Politics, minor in History
Saint Peter's Preparatory School 1989 — 1993
High School Diploma
Joseph M. Labella, CIMA, CAIA Joseph M. Labella, CIMA, CAIA's Morgan Stanley Experience July 1998 - May 2001
Job Director of Investments at Diefendorf Capital
Industry Investment Management
Experience
DIEFENDORF CAPITAL September 2007 - Present
Quan-Vest Consultants, Inc. July 2006 - August 2007
UBS - WEALTH MANAGEMENT September 2001 - June 2006
Morgan Stanley July 1998 - May 2001
Skills
Investments, Asset Allocation, Alternative Investments, Hedge Funds, ETFs, Series 7, Mutual Funds, Equities, Series 63, Portfolio Management, Wealth Management, Equity Research, Securities, Wealth Management..., Fixed Income, Investment Management, Asset Managment, Managed Futures, Bloomberg, Investment Strategies, Options, Financial Markets, Investment Advisory, High Net Worth..., Retirement Planning
Education
Fairfield University 1988 — 1992
Bachelor of Arts, Economics
Chaminade High School 1984 — 1988
Liberal Arts
CAIA
DIEFENDORF CAPITAL September 2007 - Present
Quan-Vest Consultants, Inc. July 2006 - August 2007
UBS - WEALTH MANAGEMENT September 2001 - June 2006
Morgan Stanley July 1998 - May 2001
Skills
Investments, Asset Allocation, Alternative Investments, Hedge Funds, ETFs, Series 7, Mutual Funds, Equities, Series 63, Portfolio Management, Wealth Management, Equity Research, Securities, Wealth Management..., Fixed Income, Investment Management, Asset Managment, Managed Futures, Bloomberg, Investment Strategies, Options, Financial Markets, Investment Advisory, High Net Worth..., Retirement Planning
Education
Fairfield University 1988 — 1992
Bachelor of Arts, Economics
Chaminade High School 1984 — 1988
Liberal Arts
CAIA
Lindsay Mastro's Morgan Stanley Experience August 2012 - Present
Job Events Coordinator at Compass Inc.
Industry Real Estate
Experience
Compass Inc. April 2015 - Present
Morgan Stanley August 2012 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Event Management, Social Media, PowerPoint, Event Planning, Customer Service, Facebook, Social Media Marketing, Public Relations, Marketing, Data Analysis, Marketing Strategy, Contract Negotiation, microsoft outlook, Hospitality, Sales, Management, Program Management, CRM, Leadership, Social Networking, Marketing Communications, Email Marketing, Fundraising, Public Speaking, Online Advertising, Blogging, Time Management, Budgets, Research
Education
Fairleigh Dickinson University 2003 — 2008
Bachelor of Science (BS), Hotel and Restaurant Management
Compass Inc. April 2015 - Present
Morgan Stanley August 2012 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Event Management, Social Media, PowerPoint, Event Planning, Customer Service, Facebook, Social Media Marketing, Public Relations, Marketing, Data Analysis, Marketing Strategy, Contract Negotiation, microsoft outlook, Hospitality, Sales, Management, Program Management, CRM, Leadership, Social Networking, Marketing Communications, Email Marketing, Fundraising, Public Speaking, Online Advertising, Blogging, Time Management, Budgets, Research
Education
Fairleigh Dickinson University 2003 — 2008
Bachelor of Science (BS), Hotel and Restaurant Management
Muzette Charles Muzette Charles's Morgan Stanley Experience 2001 - 2005
Job Senior Business Relationship Manager
Industry Financial Services
Experience
Inspired Media Solutions January 2012 - Present
AXA Investment Managers 2010 - Present
AXA Equitable 2005 - 2010
Morgan Stanley 2001 - 2005
United States Postal Service 1995 - 2001
Skills
Investments, Finance, Management, Strategic Financial..., Financial Advisory, Insurance, Retirement, Leadership, Strategic Planning, Talent Acquisition, Retirement Planning, Tax, Project Management, Leadership Development, Employee Benefits, Analysis, Public Speaking, Strategy, Customer Service, Nonprofits, Financial Analysis, Financial Services, Financial Planning
Education
Fairleigh Dickinson University
MPA, Finance
Tufts University
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
Inspired Media Solutions January 2012 - Present
AXA Investment Managers 2010 - Present
AXA Equitable 2005 - 2010
Morgan Stanley 2001 - 2005
United States Postal Service 1995 - 2001
Skills
Investments, Finance, Management, Strategic Financial..., Financial Advisory, Insurance, Retirement, Leadership, Strategic Planning, Talent Acquisition, Retirement Planning, Tax, Project Management, Leadership Development, Employee Benefits, Analysis, Public Speaking, Strategy, Customer Service, Nonprofits, Financial Analysis, Financial Services, Financial Planning
Education
Fairleigh Dickinson University
MPA, Finance
Tufts University
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
Evan Murphy Evan Murphy's Morgan Stanley Experience June 2015 - Present
Job Client Services Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Fifth Season Financial September 2012 - May 2015
Barrett Advisors LLC August 2012 - May 2015
Manning Lloyd Associates June 2011 - August 2011
Beekman Capital Management June 2008 - August 2009
Skills
Social Media Marketing, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Editing, Microsoft Office, Wordpress, Word, MPower, WiX
Education
Fairfield University 2008 — 2012
Bachelor of Arts, English Journalism, Communication, 3.15
St. Barnabas High School 2004 — 2008
Morgan Stanley June 2015 - Present
Fifth Season Financial September 2012 - May 2015
Barrett Advisors LLC August 2012 - May 2015
Manning Lloyd Associates June 2011 - August 2011
Beekman Capital Management June 2008 - August 2009
Skills
Social Media Marketing, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Editing, Microsoft Office, Wordpress, Word, MPower, WiX
Education
Fairfield University 2008 — 2012
Bachelor of Arts, English Journalism, Communication, 3.15
St. Barnabas High School 2004 — 2008
Joseph Estrich Joseph Estrich's Morgan Stanley Experience June 2012 - November 2013
Job Credit Analyst, CapitalSource
Industry Banking
Experience
CapitalSource October 2014 - Present
The Siegfried Group April 2014 - September 2014
Morgan Stanley June 2012 - November 2013
KPMG US September 2007 - June 2012
Skills
US GAAP, Financial Reporting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, External Audit, Internal Controls, IFRS, Financial Accounting
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Accounting
CapitalSource October 2014 - Present
The Siegfried Group April 2014 - September 2014
Morgan Stanley June 2012 - November 2013
KPMG US September 2007 - June 2012
Skills
US GAAP, Financial Reporting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, External Audit, Internal Controls, IFRS, Financial Accounting
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Jonathan Seylar Jonathan Seylar's Morgan Stanley Experience March 2008 - August 2009
Job Sales and Service Supervisor at AvalonBay Communities
Industry Real Estate
Experience
AvalonBay Communities October 2014 - Present
The Donnelly Group April 2013 - Present
The Donnelly Group April 2013 - October 2014
Time Warner Cable August 2012 - April 2013
Morgan Stanley Smith Barney August 2009 - June 2011
Morgan Stanley March 2008 - August 2009
CIT June 2007 - January 2008
Skills
Relationship Management, Building Relationships, Maintaining Business..., Client Liaison, Product Marketing, Marketing Strategy, Project Management, Project Planning, New Business Development, Morningstar, Sales Process, Sales Support, Salesforce.com, Management, Marketing, Sales, Series 63, Program Management, Analysis
Education
Fairfield University 2003 — 2007
BS, Major: Management; Minor: Economics
AvalonBay Communities October 2014 - Present
The Donnelly Group April 2013 - Present
The Donnelly Group April 2013 - October 2014
Time Warner Cable August 2012 - April 2013
Morgan Stanley Smith Barney August 2009 - June 2011
Morgan Stanley March 2008 - August 2009
CIT June 2007 - January 2008
Skills
Relationship Management, Building Relationships, Maintaining Business..., Client Liaison, Product Marketing, Marketing Strategy, Project Management, Project Planning, New Business Development, Morningstar, Sales Process, Sales Support, Salesforce.com, Management, Marketing, Sales, Series 63, Program Management, Analysis
Education
Fairfield University 2003 — 2007
BS, Major: Management; Minor: Economics
Anthony Castano's Morgan Stanley Experience February 2013 - December 2014
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Morgan Stanley February 2013 - December 2014
Fairleigh Dickinson University December 2010 - May 2013
Education
Fairleigh Dickinson University 2010 — 2014
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Morgan Stanley February 2013 - December 2014
Fairleigh Dickinson University December 2010 - May 2013
Education
Fairleigh Dickinson University 2010 — 2014
Ed Cobb Ed Cobb's Morgan Stanley Experience May 2011 - June 2012
Job Biofuels, RINS & LPG Trader at PBF Energy
Industry Oil & Energy
Experience
PBF Energy July 2012 - Present
Morgan Stanley May 2011 - June 2012
Morgan Stanley January 2009 - May 2011
Morgan Stanley August 2006 - May 2011
Skills
Trading, Excel, Microsoft Office, Risk, Risk Management, Commodities, Derivatives, Programming, SQL, Oil&Gas, Energy Trading, Commodity, Ethanol, Crude Oil, Gasoline, LPG, RINs, Biodiesel, NGL, Petroleum, Commodity Markets, Microsoft Excel, Financial Risk, Oil/Gas
Education
Fairfield University 1999 — 2003
Bachelor of Science (BS), Finance, General
Glen Rock High School 1995 — 1999
PBF Energy July 2012 - Present
Morgan Stanley May 2011 - June 2012
Morgan Stanley January 2009 - May 2011
Morgan Stanley August 2006 - May 2011
Skills
Trading, Excel, Microsoft Office, Risk, Risk Management, Commodities, Derivatives, Programming, SQL, Oil&Gas, Energy Trading, Commodity, Ethanol, Crude Oil, Gasoline, LPG, RINs, Biodiesel, NGL, Petroleum, Commodity Markets, Microsoft Excel, Financial Risk, Oil/Gas
Education
Fairfield University 1999 — 2003
Bachelor of Science (BS), Finance, General
Glen Rock High School 1995 — 1999
JD Fleming JD Fleming's Morgan Stanley Experience January 2012 - July 2012
Job Associate at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management April 2014 - Present
SAC Capital July 2012 - March 2014
Morgan Stanley January 2012 - July 2012
Richard L. Hanley Associates August 2010 - December 2011
Student Managed Investment Fund September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2007 — 2011
B.S., Finance, Economics
Universitat Autònoma de Barcelona 2010 — 2010
Point72 Asset Management April 2014 - Present
SAC Capital July 2012 - March 2014
Morgan Stanley January 2012 - July 2012
Richard L. Hanley Associates August 2010 - December 2011
Student Managed Investment Fund September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2007 — 2011
B.S., Finance, Economics
Universitat Autònoma de Barcelona 2010 — 2010
Don Decker, CFA Don Decker, CFA's Morgan Stanley Experience January 1998 - July 1999
Job Branch Analyst at UBS
Industry Financial Services
Experience
UBS October 2012 - Present
Merrill Lynch October 2009 - October 2012
SPA ETFs Inc September 2007 - October 2008
Prudential Equity Group September 2006 - August 2007
Prudential Securities July 1999 - September 2006
Morgan Stanley January 1998 - July 1999
Dean Witter Reynolds September 1995 - January 1998
Education
Fairfield University 1990 — 1994
BA, Economics and History
Chaminade High School 1986 — 1990
UBS October 2012 - Present
Merrill Lynch October 2009 - October 2012
SPA ETFs Inc September 2007 - October 2008
Prudential Equity Group September 2006 - August 2007
Prudential Securities July 1999 - September 2006
Morgan Stanley January 1998 - July 1999
Dean Witter Reynolds September 1995 - January 1998
Education
Fairfield University 1990 — 1994
BA, Economics and History
Chaminade High School 1986 — 1990
Mairin Lane's Morgan Stanley Experience May 2014 - August 2014
Job Student at Fairfield University
Industry
Experience
WVOF Fairfield University Radio September 2014 - Present
Fairfield University September 2012 - Present
Morgan Stanley May 2014 - August 2014
Academy of the Holy Angels 2009 - 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Fundraising, Marketing, Social Networking, Program Management, Time Management, Research, Leadership, Social Media, Teamwork, Customer Service
Education
Fairfield University 2012 — 2016
Bachelor of Arts (B.A.), Major: Politics Minors: French, Environmental Studies
Academy of the Holy Angels 2009 — 2012
WVOF Fairfield University Radio September 2014 - Present
Fairfield University September 2012 - Present
Morgan Stanley May 2014 - August 2014
Academy of the Holy Angels 2009 - 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Fundraising, Marketing, Social Networking, Program Management, Time Management, Research, Leadership, Social Media, Teamwork, Customer Service
Education
Fairfield University 2012 — 2016
Bachelor of Arts (B.A.), Major: Politics Minors: French, Environmental Studies
Academy of the Holy Angels 2009 — 2012
Brian De Montreux Brian De Montreux's Morgan Stanley Experience June 2000 - May 2005
Job Customer Success Manager at Work Market
Industry Computer Software
Experience
Work Market September 2015 - Present
Crowdster November 2014 - August 2015
Digital Motion Marketing Solutions October 2013 - April 2014
SEO Pledge May 2010 - October 2013
Crowdster 2010 - October 2013
Credit Suisse June 2005 - August 2007
Morgan Stanley June 2000 - May 2005
Bear Stearns July 1999 - May 2000
Skills
SEO, New Business Development, Social Media, Web Design, Lead Generation, Account Management, Blogging, Facebook, Website Development, Web Development, Social Media Marketing, Nonprofits, Social Media Outreach, Salesforce.com, Marketing Strategy, Online Marketing, Sales, Business Strategy, Product Management, Basecamp, JIRA, Roadmap
Education
Fairfield University 1997 — 1999
B.S., Finance
SUNY Geneseo 1994 — 1995
Oyster Bay High School
Work Market September 2015 - Present
Crowdster November 2014 - August 2015
Digital Motion Marketing Solutions October 2013 - April 2014
SEO Pledge May 2010 - October 2013
Crowdster 2010 - October 2013
Credit Suisse June 2005 - August 2007
Morgan Stanley June 2000 - May 2005
Bear Stearns July 1999 - May 2000
Skills
SEO, New Business Development, Social Media, Web Design, Lead Generation, Account Management, Blogging, Facebook, Website Development, Web Development, Social Media Marketing, Nonprofits, Social Media Outreach, Salesforce.com, Marketing Strategy, Online Marketing, Sales, Business Strategy, Product Management, Basecamp, JIRA, Roadmap
Education
Fairfield University 1997 — 1999
B.S., Finance
SUNY Geneseo 1994 — 1995
Oyster Bay High School
Andrew Laden's Morgan Stanley Experience December 2001 - January 2005
Job IT Infrastructure Architect, Leader and Manager
Industry Information Technology and Services
Experience
Jennison Associates LLC October 2014 - Present
Novus Partners April 2012 - October 2014
TUDOR INVESTMENT CORPORATION February 2005 - December 2011
Morgan Stanley December 2001 - January 2005
Plusfunds.com 2000 - 2001
Sakura Global Capital 1997 - 2000
Credit Suisse 1996 - 1997
Conley Corporation 1995 - 1996
Skills
Solaris, Linux, NetApp, Disaster Recovery, Virtualization, RedHat, VMware, Market Data, HP, IT Management, Perl, Unix, Data Center, Cloud Computing, Servers
Education
Fairleigh Dickinson University 1992 — 1995
MS, Computer Science
Rutgers University-New Brunswick 1988 — 1992
BA, Philosophy, Theater
Teaneck High School 1984 — 1988
Jennison Associates LLC October 2014 - Present
Novus Partners April 2012 - October 2014
TUDOR INVESTMENT CORPORATION February 2005 - December 2011
Morgan Stanley December 2001 - January 2005
Plusfunds.com 2000 - 2001
Sakura Global Capital 1997 - 2000
Credit Suisse 1996 - 1997
Conley Corporation 1995 - 1996
Skills
Solaris, Linux, NetApp, Disaster Recovery, Virtualization, RedHat, VMware, Market Data, HP, IT Management, Perl, Unix, Data Center, Cloud Computing, Servers
Education
Fairleigh Dickinson University 1992 — 1995
MS, Computer Science
Rutgers University-New Brunswick 1988 — 1992
BA, Philosophy, Theater
Teaneck High School 1984 — 1988
Paul Stuart's Morgan Stanley Experience September 2001 - September 2005
Job
Industry Information Technology and Services
Experience
AmerisourceBergen August 2014 - Present
RealPage, Inc. May 2013 - August 2014
Citi January 2012 - May 2013
Citi November 2007 - January 2012
Citi September 2005 - November 2007
Morgan Stanley September 2001 - September 2005
Nasdaq 2001 - 2001
Internet.com 2000 - 2001
Playtex 1997 - 2000
AZ Marketing 1996 - 1998
Skills
Vendor Management, Risk Management, Trading Systems, IT Strategy, SDLC, Networking, Portfolio Management, Disaster Recovery, Business Analysis, IT Management, Financial Services, Banking, Integration, Business Continuity, Software Project...
Education
Fairfield Univerisity 1998 — 2001
MS
Lafayette College 1988 — 1992
BS
New Canaan High School 1984 — 1988
AmerisourceBergen August 2014 - Present
RealPage, Inc. May 2013 - August 2014
Citi January 2012 - May 2013
Citi November 2007 - January 2012
Citi September 2005 - November 2007
Morgan Stanley September 2001 - September 2005
Nasdaq 2001 - 2001
Internet.com 2000 - 2001
Playtex 1997 - 2000
AZ Marketing 1996 - 1998
Skills
Vendor Management, Risk Management, Trading Systems, IT Strategy, SDLC, Networking, Portfolio Management, Disaster Recovery, Business Analysis, IT Management, Financial Services, Banking, Integration, Business Continuity, Software Project...
Education
Fairfield Univerisity 1998 — 2001
MS
Lafayette College 1988 — 1992
BS
New Canaan High School 1984 — 1988
Parker J. SantaLucia's Morgan Stanley Experience June 1996 - May 2004
Job Executive DirectorInvestments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2004 - Present
Morgan Stanley June 1996 - May 2004
Skills
Securities, Investments, Wealth-Preservation..., Financial Services
Education
Fairfield University 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1995 — 1995
General Course, Economics
Oppenheimer & Co. Inc. May 2004 - Present
Morgan Stanley June 1996 - May 2004
Skills
Securities, Investments, Wealth-Preservation..., Financial Services
Education
Fairfield University 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1995 — 1995
General Course, Economics
Janet Foster - Garafano's Morgan Stanley Experience April 2013 - November 2013
Job Project Manager J. Knipper & Company
Industry Information Technology and Services
Experience
J. Knipper & Company, Inc. March 2014 - April 2015
Morgan Stanley April 2013 - November 2013
Morgan Stanley Technology & Information Risk September 2011 - March 2013
RBS Citizens Financial Group November 2010 - March 2011
Merrill Lynch Bank of America September 2010 - October 2010
Morgan Stanley Smith Barney January 2010 - August 2010
AIG Global Investment Group September 2008 - January 2010
Bank of America July 2007 - May 2008
JPMorgan Chase 2005 - 2007
Mellon HR Solutions 2002 - 2005
Skills
Quality Assurance, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing, SDLC, Software Documentation, Integration, Vendor Management, Technical Program &..., Data Warehousing, PMP, Manual Testing, Test Planning, Software Project..., Project Portfolio..., Business Requirements, Analysis, MS Project, Requirements Gathering, PMO, Unix, SharePoint, Program Management, Management, Software Quality..., Project Management, Financial Services, Quality Center, Test Cases, Test Management, Visio, DB2, System Testing
Education
Fairleigh Dickinson University 1973 — 1977
J. Knipper & Company, Inc. March 2014 - April 2015
Morgan Stanley April 2013 - November 2013
Morgan Stanley Technology & Information Risk September 2011 - March 2013
RBS Citizens Financial Group November 2010 - March 2011
Merrill Lynch Bank of America September 2010 - October 2010
Morgan Stanley Smith Barney January 2010 - August 2010
AIG Global Investment Group September 2008 - January 2010
Bank of America July 2007 - May 2008
JPMorgan Chase 2005 - 2007
Mellon HR Solutions 2002 - 2005
Skills
Quality Assurance, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing, SDLC, Software Documentation, Integration, Vendor Management, Technical Program &..., Data Warehousing, PMP, Manual Testing, Test Planning, Software Project..., Project Portfolio..., Business Requirements, Analysis, MS Project, Requirements Gathering, PMO, Unix, SharePoint, Program Management, Management, Software Quality..., Project Management, Financial Services, Quality Center, Test Cases, Test Management, Visio, DB2, System Testing
Education
Fairleigh Dickinson University 1973 — 1977
Moira Duclos's Morgan Stanley Experience September 2011 - December 2012
Job Executive Director
Industry Information Technology and Services
Experience
Hedge Fund January 2013 - Present
Morgan Stanley September 2011 - December 2012
JP Morgan 2010 - September 2011
Morgan Stanley July 1996 - July 2010
AQUA Software 1995 - 1996
US Peace Corps (Botswana) January 1992 - December 1993
Education
Fairfield University
New York University
MS
Hedge Fund January 2013 - Present
Morgan Stanley September 2011 - December 2012
JP Morgan 2010 - September 2011
Morgan Stanley July 1996 - July 2010
AQUA Software 1995 - 1996
US Peace Corps (Botswana) January 1992 - December 1993
Education
Fairfield University
New York University
MS
Lisa Lawson's Morgan Stanley Experience April 2003 - May 2006
Job Legal Assistant at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP May 2011 - Present
CapitalSpring October 2010 - May 2011
MAST Construction Services May 2010 - June 2010
Apollo Management May 2006 - August 2009
Morgan Stanley April 2003 - May 2006
Salomon Smith Barney 2001 - 2002
The Blackstone Group 2000 - 2002
Diversity Graphics Services 2000 - 2001
IDOM, Inc 2000 - 2001
Headway Corporate Resources 1998 - 2000
Skills
PowerPoint, Microsoft Office
Education
Institute for Integrative Nutrition 2008 — 2009
Certificate
Saint Peter's University 2005 — 2005
Fairleigh Dickinson University 2002 — 2002
Certificate
Proskauer Rose LLP May 2011 - Present
CapitalSpring October 2010 - May 2011
MAST Construction Services May 2010 - June 2010
Apollo Management May 2006 - August 2009
Morgan Stanley April 2003 - May 2006
Salomon Smith Barney 2001 - 2002
The Blackstone Group 2000 - 2002
Diversity Graphics Services 2000 - 2001
IDOM, Inc 2000 - 2001
Headway Corporate Resources 1998 - 2000
Skills
PowerPoint, Microsoft Office
Education
Institute for Integrative Nutrition 2008 — 2009
Certificate
Saint Peter's University 2005 — 2005
Fairleigh Dickinson University 2002 — 2002
Certificate
Kelly Rooney's Morgan Stanley Experience June 2007 - May 2010
Job Corporate Vice President, Talent Acquisition
Industry Human Resources
Experience
New York Life Insurance Company May 2010 - Present
Morgan Stanley June 2007 - May 2010
Compliance Search 2003 - 2007
Citigroup 2003 - 2003
Russell Reynolds Associates 2001 - 2003
Skills
Recruiting, Human Resources, Strategy, Onboarding, Applicant Tracking..., Technical Recruiting, Executive Search, PeopleSoft, Sourcing, Talent Management, Leadership, Team Management, College Recruiting, Finance, Succession Planning, Interviews, Talent Acquisition, Management
Education
Fairfield University 1999 — 2003
BA, English and Communications
The Marymount School of New York 1995 — 1999
High School
New York Life Insurance Company May 2010 - Present
Morgan Stanley June 2007 - May 2010
Compliance Search 2003 - 2007
Citigroup 2003 - 2003
Russell Reynolds Associates 2001 - 2003
Skills
Recruiting, Human Resources, Strategy, Onboarding, Applicant Tracking..., Technical Recruiting, Executive Search, PeopleSoft, Sourcing, Talent Management, Leadership, Team Management, College Recruiting, Finance, Succession Planning, Interviews, Talent Acquisition, Management
Education
Fairfield University 1999 — 2003
BA, English and Communications
The Marymount School of New York 1995 — 1999
High School
John Friday's Morgan Stanley Experience October 2002 - March 2005
Job Vice President Finance at Mitsubishi UFJ Securities
Industry Banking
Experience
Mitsubishi UFJ Securities May 2011 - Present
Natixis Capital Markets July 2006 - May 2011
BASF October 2005 - July 2006
Morgan Stanley October 2002 - March 2005
Merrill Lynch May 1998 - October 2002
Education
Fairleigh Dickinson University 1992 — 1996
Mitsubishi UFJ Securities May 2011 - Present
Natixis Capital Markets July 2006 - May 2011
BASF October 2005 - July 2006
Morgan Stanley October 2002 - March 2005
Merrill Lynch May 1998 - October 2002
Education
Fairleigh Dickinson University 1992 — 1996
Christina O'Reilly's Morgan Stanley Experience October 1999 - April 2001
Job Director of Accounting Services at Health Care Navigator, LLC
Industry Accounting
Experience
Health Care Navigator January 2014 - Present
Greater New York Hospital Association March 2013 - December 2013
National Realty & Development Corp. March 2008 - March 2013
Stone Tower Capital October 2007 - January 2008
Medallion Financial March 2006 - September 2007
ProcureStaff 2003 - 2004
Neuberger Berman 2001 - 2003
Morgan Stanley October 1999 - April 2001
Deloitte & Touche 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Finance, Mergers & Acquisitions, Analysis, Account Reconciliation, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, GAAP, US GAAP, Variance Analysis, Auditing
Education
Fairfield University 1994 — 1998
Bachelor of Science, Accounting
John F. Kennedy Catholic High School
Health Care Navigator January 2014 - Present
Greater New York Hospital Association March 2013 - December 2013
National Realty & Development Corp. March 2008 - March 2013
Stone Tower Capital October 2007 - January 2008
Medallion Financial March 2006 - September 2007
ProcureStaff 2003 - 2004
Neuberger Berman 2001 - 2003
Morgan Stanley October 1999 - April 2001
Deloitte & Touche 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Finance, Mergers & Acquisitions, Analysis, Account Reconciliation, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, GAAP, US GAAP, Variance Analysis, Auditing
Education
Fairfield University 1994 — 1998
Bachelor of Science, Accounting
John F. Kennedy Catholic High School
Sheila Gregori's Morgan Stanley Experience February 2006 - January 2010
Job Compliance Consultant, USIG Compliance at Mass Mutual
Industry Financial Services
Experience
Mass Mutual September 2010 - Present
Morgan Stanley February 2006 - January 2010
Advest 1992 - 2006
Skills
Compliance, Series 24, Series 7, Securities, Financial Services, Series 63, Investments, FINRA, Alternative Investments, Wealth Management, Retirement, Equities, Asset Management, Portfolio Management, Trading
Education
Fairfield University 1987 — 1991
Mass Mutual September 2010 - Present
Morgan Stanley February 2006 - January 2010
Advest 1992 - 2006
Skills
Compliance, Series 24, Series 7, Securities, Financial Services, Series 63, Investments, FINRA, Alternative Investments, Wealth Management, Retirement, Equities, Asset Management, Portfolio Management, Trading
Education
Fairfield University 1987 — 1991
Brian Ahearn's Morgan Stanley Experience January 2007 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
Protiviti July 2006 - January 2007
MetLife October 2004 - June 2006
Skills
Financial Analysis, Marketing Strategy, Account Management, Finance, Variance Analysis, Management
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science (BS), Business Management
Morgan Stanley January 2007 - Present
Protiviti July 2006 - January 2007
MetLife October 2004 - June 2006
Skills
Financial Analysis, Marketing Strategy, Account Management, Finance, Variance Analysis, Management
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science (BS), Business Management
Joyce Arencibia's Morgan Stanley Experience January 2012 - Present
Job Executive Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Lehman Brothers January 2000 - September 2003
Skills
Human Resources, Human Capital
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Accounting
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Lehman Brothers January 2000 - September 2003
Skills
Human Resources, Human Capital
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Accounting
Christine Nadolny's Morgan Stanley Experience December 1999 - March 2005
Job Senior Vice President Finance at JPMorgan Chase
Industry Financial Services
Experience
Credit Suisse November 2007 - November 2011
UBS Investment Bank March 2005 - November 2007
Morgan Stanley December 1999 - March 2005
Skills
Financial Modeling, Financial Reporting, Forecasting, Finance, Strategy, Strategic Financial...
Education
Villanova University 2006 — 2007
MBA, Project Management
Fairfield University 1994 — 1996
MBA, Finance
Credit Suisse November 2007 - November 2011
UBS Investment Bank March 2005 - November 2007
Morgan Stanley December 1999 - March 2005
Skills
Financial Modeling, Financial Reporting, Forecasting, Finance, Strategy, Strategic Financial...
Education
Villanova University 2006 — 2007
MBA, Project Management
Fairfield University 1994 — 1996
MBA, Finance
Caroline Donawa Brossard's Morgan Stanley Experience 2000 - 2000
Job
Industry Higher Education
Experience
University of California - Office of the President May 2013 - Present
The Port Authority of New York and New Jersey December 2007 - April 2013
HFA/SONYMA December 2002 - November 2007
JP Morgan Chase & Co. July 2000 - November 2002
Morgan Stanley 2000 - 2000
Skills
Financial Modeling, Analysis, Excel, Microsoft Excel, Finance, Project Management, Corporate Finance, Economics, Financial Reporting, Budgets, Investments, Research, Data Analysis, Banking, Due Diligence, Management
Education
Fairleigh Dickinson University 2009 — 2012
Master of Public Administration, 4.0
State University of New York College at Cortland 1995 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics
Christopher Columbus High School 1991 — 1995
NIPF
NIPF
University of California - Office of the President May 2013 - Present
The Port Authority of New York and New Jersey December 2007 - April 2013
HFA/SONYMA December 2002 - November 2007
JP Morgan Chase & Co. July 2000 - November 2002
Morgan Stanley 2000 - 2000
Skills
Financial Modeling, Analysis, Excel, Microsoft Excel, Finance, Project Management, Corporate Finance, Economics, Financial Reporting, Budgets, Investments, Research, Data Analysis, Banking, Due Diligence, Management
Education
Fairleigh Dickinson University 2009 — 2012
Master of Public Administration, 4.0
State University of New York College at Cortland 1995 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics
Christopher Columbus High School 1991 — 1995
NIPF
NIPF
Justin M. Capozzi's Morgan Stanley Experience January 2001 - May 2002
Job Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Jordan Schweiger's Morgan Stanley Experience November 1998 - August 2003
Job Regional Operations Manager at Red Bull Distribution Company
Industry Food & Beverages
Experience
Red Bull Distribution Company July 2013 - Present
Hollister Construction Services June 2011 - June 2013
American Redi-Mix Concrete Co. Inc. February 2006 - June 2011
A Touch Of Pine European Antiques August 2003 - February 2006
Morgan Stanley November 1998 - August 2003
Education
Fairleigh Dickinson University 1991 — 1995
Bachelor of Science, Marketing
Red Bull Distribution Company July 2013 - Present
Hollister Construction Services June 2011 - June 2013
American Redi-Mix Concrete Co. Inc. February 2006 - June 2011
A Touch Of Pine European Antiques August 2003 - February 2006
Morgan Stanley November 1998 - August 2003
Education
Fairleigh Dickinson University 1991 — 1995
Bachelor of Science, Marketing
Nisha Jagger's Morgan Stanley Experience February 2012 - April 2013
Job Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase July 2014 - Present
The Depository Trust & Clearing Corporation April 2013 - June 2014
Morgan Stanley February 2012 - April 2013
Weight Watchers June 2011 - January 2012
ASCAP November 2008 - May 2011
Fairleigh Dickinson University August 2007 - August 2008
Parle Agro Products January 2006 - December 2006
Skills
SDLC, Business Analysis, Project Management, IT Strategy, Risk Management, PMO, Project Planning, Offshoring, Vendor Management, Portfolio Management, Financial Services, Investment Banking, IT Management, Service Delivery..., Compliance Analysis, Release Management, Enterprise Risk..., Market Risk, Prime Brokerage, Equities, Capital Markets, Fixed Income, Program Management, Change Management, Governance
Education
Fairleigh Dickinson University 2007 — 2008
MBA, Management Information Systems
JPMorgan Chase July 2014 - Present
The Depository Trust & Clearing Corporation April 2013 - June 2014
Morgan Stanley February 2012 - April 2013
Weight Watchers June 2011 - January 2012
ASCAP November 2008 - May 2011
Fairleigh Dickinson University August 2007 - August 2008
Parle Agro Products January 2006 - December 2006
Skills
SDLC, Business Analysis, Project Management, IT Strategy, Risk Management, PMO, Project Planning, Offshoring, Vendor Management, Portfolio Management, Financial Services, Investment Banking, IT Management, Service Delivery..., Compliance Analysis, Release Management, Enterprise Risk..., Market Risk, Prime Brokerage, Equities, Capital Markets, Fixed Income, Program Management, Change Management, Governance
Education
Fairleigh Dickinson University 2007 — 2008
MBA, Management Information Systems
Bryan Laiks's Morgan Stanley Experience May 2004 - February 2008
Job Financial Planner / Wealth Manager
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Nathan Morton's Morgan Stanley Experience October 2008 - November 2009
Job Staff Accountant at Air France
Industry Accounting
Experience
Air France November 2009 - Present
Morgan Stanley October 2008 - November 2009
TTI OF NY November 2007 - October 2008
Skills
Accounts Payable, Data Analysis, Business Analysis, Analysis, Microsoft Excel, Access, Microsoft Office
Education
Fairleigh Dickinson University 2000 — 2005
Bachelor of Science (B.S.), Finance and Economics
Air France November 2009 - Present
Morgan Stanley October 2008 - November 2009
TTI OF NY November 2007 - October 2008
Skills
Accounts Payable, Data Analysis, Business Analysis, Analysis, Microsoft Excel, Access, Microsoft Office
Education
Fairleigh Dickinson University 2000 — 2005
Bachelor of Science (B.S.), Finance and Economics
Ken Kolakoski's Morgan Stanley Experience
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley
Skills
Fixed Income, Equities, Securities, Process Improvement, Business Continuity, Capital Markets, Financial Risk, Series 7, Financial Services, Investment Banking, Hedge Funds, Trading Systems, Business Analysis, Middle Office, SDLC, Project Management
Education
Fairleigh Dickinson University 1985 — 1988
mba, management
King's College 1980 — 1984
Morgan Stanley
Skills
Fixed Income, Equities, Securities, Process Improvement, Business Continuity, Capital Markets, Financial Risk, Series 7, Financial Services, Investment Banking, Hedge Funds, Trading Systems, Business Analysis, Middle Office, SDLC, Project Management
Education
Fairleigh Dickinson University 1985 — 1988
mba, management
King's College 1980 — 1984
Ahmad Tehrani's Morgan Stanley Experience financial advisormorgan stanley1996 - 2007
Job Financial Advisor,VP. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley financial advisormorgan stanley1996 - 2007
Education
Fairleigh Dickinson University 1974 — 1977
Morgan Stanley financial advisormorgan stanley1996 - 2007
Education
Fairleigh Dickinson University 1974 — 1977
Linda Christopoulos's Morgan Stanley Experience April 2004 - June 2011
Job Managing Director at BlackRock
Industry Accounting
Experience
BlackRock June 2011 - January 2014
Morgan Stanley April 2004 - June 2011
Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Securities, Credit Derivatives, Investment Banking, Corporate Finance, Financial Services, Risk Management
Education
Fairfield University 1981 — 1985
BlackRock June 2011 - January 2014
Morgan Stanley April 2004 - June 2011
Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Securities, Credit Derivatives, Investment Banking, Corporate Finance, Financial Services, Risk Management
Education
Fairfield University 1981 — 1985
Jim Mullen's Morgan Stanley Experience June 2014 - Present
Job
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Goldman Sachs 2008 - May 2014
Goldman Sachs 2004 - 2008
Goldman Sachs 1994 - 2004
Skills
Data Center, Networking, Low Latency, Network Architecture, Vendor Management, Routing, WAN, Switches, Infrastructure, Cisco Technologies, Disaster Recovery, Market Data, OSPF, BGP, Trading Systems, Network Security, Network Design, VoIP, Integration, Solution Architecture, Routers, IT Management, MPLS, IT Strategy, Firewalls, VPN, SDLC, Solaris, Security, IT Service Management, CCNP, Juniper, Cisco IOS, IT Operations, Unified Communications, Enterprise Architecture, TCP/IP, System Deployment, Business Continuity, Information Security..., High Availability, Virtualization, IP, Information Security, ITIL, Service Delivery, Network Administration, Incident Management, Cisco Wireless
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Engineering Technology
Morgan Stanley June 2014 - Present
Goldman Sachs 2008 - May 2014
Goldman Sachs 2004 - 2008
Goldman Sachs 1994 - 2004
Skills
Data Center, Networking, Low Latency, Network Architecture, Vendor Management, Routing, WAN, Switches, Infrastructure, Cisco Technologies, Disaster Recovery, Market Data, OSPF, BGP, Trading Systems, Network Security, Network Design, VoIP, Integration, Solution Architecture, Routers, IT Management, MPLS, IT Strategy, Firewalls, VPN, SDLC, Solaris, Security, IT Service Management, CCNP, Juniper, Cisco IOS, IT Operations, Unified Communications, Enterprise Architecture, TCP/IP, System Deployment, Business Continuity, Information Security..., High Availability, Virtualization, IP, Information Security, ITIL, Service Delivery, Network Administration, Incident Management, Cisco Wireless
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Engineering Technology
Eva Branton's Morgan Stanley Experience 1985 - 1988
Job Owner, Artique Nouveau Inc
Industry Arts and Crafts
Experience
Artique Nouveau Inc June 1999 - Present
Merrill Lynch 1989 - 1992
Morgan Stanley 1985 - 1988
KPMG 1982 - 1985
Skills
Financial Planning, Financial Reporting, Financial Analysis, Accounting
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Artique Nouveau Inc June 1999 - Present
Merrill Lynch 1989 - 1992
Morgan Stanley 1985 - 1988
KPMG 1982 - 1985
Skills
Financial Planning, Financial Reporting, Financial Analysis, Accounting
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Michelle Dounis's Morgan Stanley Experience July 2007 - January 2008
Job Vice President at Johnson Associates, Inc.
Industry Financial Services
Experience
Johnson Associates, Inc. March 2008 - Present
Morgan Stanley July 2007 - January 2008
Education
Fairfield University 2003 — 2007
Bachelors, Finance
Johnson Associates, Inc. March 2008 - Present
Morgan Stanley July 2007 - January 2008
Education
Fairfield University 2003 — 2007
Bachelors, Finance
Sean McConville's Morgan Stanley Experience October 2011 - Present
Job Securities Lending Trader at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
Morgan Stanley December 2006 - November 2011
Bank of America Securities, LLC, New York, NY March 2006 - August 2006
JP Morgan February 2003 - February 2006
Education
Fordham Gabelli School of Business 2009 — 2011
Masters in Business Administration, Finance and Marketing
Fairfield University 1996 — 2001
BS, Finance and Marketing
Morgan Stanley October 2011 - Present
Morgan Stanley December 2006 - November 2011
Bank of America Securities, LLC, New York, NY March 2006 - August 2006
JP Morgan February 2003 - February 2006
Education
Fordham Gabelli School of Business 2009 — 2011
Masters in Business Administration, Finance and Marketing
Fairfield University 1996 — 2001
BS, Finance and Marketing
Paul Priesel's Morgan Stanley Experience May 2010 - July 2012
Job Vice President, MIS at Cenlar FSB
Industry Information Technology and Services
Experience
Cenlar FSB February 2013 - Present
AIG August 2012 - February 2013
Morgan Stanley May 2010 - July 2012
NYK Line January 2009 - May 2010
Morgan Stanley November 2000 - November 2008
KPMG Peat Marwick March 1998 - November 2000
Merck-Medco Managed Care March 1996 - February 1998
CUC International January 1995 - March 1996
Meldisco Corporation February 1990 - December 1994
Skills
PMO, IT Strategy, Business Analysis, Risk Management, Visio
Education
AIM Academy 2006 — 2006
ITIL Certification, Foundation Certificate in IT Service Management
EXIN 2006 — 2006
ITIL Certification, Practitioner Certificate in IT Service Management
Fairleigh Dickinson University 1992 — 1995
Masters of Business Administration, IT Management
Pace University - Lubin School of Business 1986 — 1989
Bachelor's Degree of Business Management, Management
Cenlar FSB February 2013 - Present
AIG August 2012 - February 2013
Morgan Stanley May 2010 - July 2012
NYK Line January 2009 - May 2010
Morgan Stanley November 2000 - November 2008
KPMG Peat Marwick March 1998 - November 2000
Merck-Medco Managed Care March 1996 - February 1998
CUC International January 1995 - March 1996
Meldisco Corporation February 1990 - December 1994
Skills
PMO, IT Strategy, Business Analysis, Risk Management, Visio
Education
AIM Academy 2006 — 2006
ITIL Certification, Foundation Certificate in IT Service Management
EXIN 2006 — 2006
ITIL Certification, Practitioner Certificate in IT Service Management
Fairleigh Dickinson University 1992 — 1995
Masters of Business Administration, IT Management
Pace University - Lubin School of Business 1986 — 1989
Bachelor's Degree of Business Management, Management
Fran Conti's Morgan Stanley Experience September 1997 - November 2008
Job Finance & Accounting Management
Industry Financial Services
Experience
Integra LifeSciences 2009 - Present
Morgan Stanley September 1997 - November 2008
RMJM Hillier September 1996 - September 1997
Thomas Cook 1994 - 1996
Bellcore 1990 - 1993
Education
Fairleigh Dickinson University
BS, Business/Finance
Monmouth University
MBA, Business/MIS
Integra LifeSciences 2009 - Present
Morgan Stanley September 1997 - November 2008
RMJM Hillier September 1996 - September 1997
Thomas Cook 1994 - 1996
Bellcore 1990 - 1993
Education
Fairleigh Dickinson University
BS, Business/Finance
Monmouth University
MBA, Business/MIS
Frank Valanzola's Morgan Stanley Experience July 1997 - August 2004
Job Chairman
Industry Philanthropy
Experience
Morgan Stanley Smith Barney 2008 - Present
New Jersey Bocce Invitational January 2006 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1997 - August 2004
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning
New Jersey City University 1978 — 1982
BS, Business
Morgan Stanley Smith Barney 2008 - Present
New Jersey Bocce Invitational January 2006 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1997 - August 2004
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning
New Jersey City University 1978 — 1982
BS, Business
Mike Smith, CRPC®, CRPS®'s Morgan Stanley Experience April 2013 - Present
Job VP, Product Manager Corporate Retirement Plans at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Merrill Lynch 2010 - 2012
UBS Wealth Management 2000 - 2008
PaineWebber 1994 - 2000
Follett Higher Education Group 1990 - April 1994
Skills
Financial Services, Wealth Management, Retirement Planning, Series 7, Risk Management, Management, Defined Contribution, Defined Benefit, IRAs, Financial Planning, Series 63, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory
Education
Seton Hall University 1988 — 1992
B.S., Finance
Fairleigh Dickinson University
Certificate, Financial Planning
Series 7,63,65,24
Morgan Stanley April 2013 - Present
Merrill Lynch 2010 - 2012
UBS Wealth Management 2000 - 2008
PaineWebber 1994 - 2000
Follett Higher Education Group 1990 - April 1994
Skills
Financial Services, Wealth Management, Retirement Planning, Series 7, Risk Management, Management, Defined Contribution, Defined Benefit, IRAs, Financial Planning, Series 63, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory
Education
Seton Hall University 1988 — 1992
B.S., Finance
Fairleigh Dickinson University
Certificate, Financial Planning
Series 7,63,65,24
Michael Zerdy's Morgan Stanley Experience November 2006 - June 2013
Job Executive Associate at M&T Bank
Industry Financial Services
Experience
M&T Bank June 2014 - August 2014
Morgan Stanley November 2006 - June 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Fairfield University 1999 — 2003
BS
Fairfield College Preparatory School 1995 — 1999
Fairfield Country Day School
M&T Bank June 2014 - August 2014
Morgan Stanley November 2006 - June 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Fairfield University 1999 — 2003
BS
Fairfield College Preparatory School 1995 — 1999
Fairfield Country Day School
Paul Scharfenberger's Morgan Stanley Experience June 2002 - December 2003
Job Director of Finance & Operations at Colorado Energy Office
Industry Renewables & Environment
Experience
Colorado Energy Office August 2013 - Present
Governor's Energy Office May 2011 - August 2013
National Renewable Energy Laboratory April 2009 - April 2011
Oxford Management Services January 2008 - January 2009
Encore Capital Group January 2004 - January 2008
Morgan Stanley June 2002 - December 2003
Education
University of Colorado at Boulder 2008 — 2011
MS Environmental Studies, Energy
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
MBA, Finance
Fairfield University 1998 — 2002
BS, Finance
Colorado Energy Office August 2013 - Present
Governor's Energy Office May 2011 - August 2013
National Renewable Energy Laboratory April 2009 - April 2011
Oxford Management Services January 2008 - January 2009
Encore Capital Group January 2004 - January 2008
Morgan Stanley June 2002 - December 2003
Education
University of Colorado at Boulder 2008 — 2011
MS Environmental Studies, Energy
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
MBA, Finance
Fairfield University 1998 — 2002
BS, Finance
Fernando Escano's Morgan Stanley Experience 2000 - 2007
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2009 - Present
Williams Trading 2007 - 2009
Morgan Stanley 2000 - 2007
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Derivatives
Education
Fairfield University 1995 — 1999
BA, Economis
UBS Investment Bank September 2009 - Present
Williams Trading 2007 - 2009
Morgan Stanley 2000 - 2007
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Derivatives
Education
Fairfield University 1995 — 1999
BA, Economis
Laura Laflamme's Morgan Stanley Experience March 2005 - March 2011
Job Pilates Instructor
Industry Health, Wellness and Fitness
Experience
Barclays Capital April 2011 - August 2011
Morgan Stanley March 2005 - March 2011
Deutsche Bank August 2002 - March 2005
Education
Fairfield University 1998 — 2002
Finance & Accounting
Barclays Capital April 2011 - August 2011
Morgan Stanley March 2005 - March 2011
Deutsche Bank August 2002 - March 2005
Education
Fairfield University 1998 — 2002
Finance & Accounting
Scott Francis's Morgan Stanley Experience May 2012 - January 2013
Job Interior Designer, Senior Project Manager
Industry Financial Services
Experience
AREA interior design January 2013 - Present
Morgan Stanley May 2012 - January 2013
Bank of America January 2010 - May 2012
Bank of America October 2009 - January 2010
Merrill Lynch July 2008 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, IPS, Asset Managment, Valuation, Financial Analysis, Fixed Income, Risk Management, Finance, Equities, Relationship Management, Portfolio Management, Options, Hedge Funds, Alternative Investments, Analysis, Emerging Markets, Asset Management
Education
Fairfield University 2004 — 2008
Bachelors, Marketing, Finance
University of Florence 2006 — 2006
International Business, Marketing
AREA interior design January 2013 - Present
Morgan Stanley May 2012 - January 2013
Bank of America January 2010 - May 2012
Bank of America October 2009 - January 2010
Merrill Lynch July 2008 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, IPS, Asset Managment, Valuation, Financial Analysis, Fixed Income, Risk Management, Finance, Equities, Relationship Management, Portfolio Management, Options, Hedge Funds, Alternative Investments, Analysis, Emerging Markets, Asset Management
Education
Fairfield University 2004 — 2008
Bachelors, Marketing, Finance
University of Florence 2006 — 2006
International Business, Marketing
Ronald Gallant's Morgan Stanley Experience April 2010 - July 2013
Job Private Client Relationship Manager at TD
Industry Financial Services
Experience
TD July 2013 - Present
Morgan Stanley April 2010 - July 2013
Bank of America October 2007 - April 2010
Bank of America April 2006 - October 2007
Skills
Loans, Series 7, Banking, Credit, Investments
Education
Fairfield University 1999 — 1999
MS, Financial Management
Springfield College 1993 — 1997
B.S., Sports Management/Business Management
TD July 2013 - Present
Morgan Stanley April 2010 - July 2013
Bank of America October 2007 - April 2010
Bank of America April 2006 - October 2007
Skills
Loans, Series 7, Banking, Credit, Investments
Education
Fairfield University 1999 — 1999
MS, Financial Management
Springfield College 1993 — 1997
B.S., Sports Management/Business Management
Jennifer Zephirin's Morgan Stanley Experience May 2010 - May 2012
Job Vice President, Strategic Outreach, Center for Talent Innovation
Industry Human Resources
Experience
Center for Talent Innovation October 2013 - Present
Hewlett Consulting Partners October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Morgan Stanley May 2010 - May 2012
NERA Economic Consulting November 2008 - May 2010
FactSet Research Systems July 2007 - November 2008
UBS 2006 - 2006
Skills
Diversity Strategy..., High Potential..., Recruiting, Training and Development, Client Relations, Quantitative Analytics, Onboarding, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Leadership Development, Applicant Tracking...
Education
Fairfield University 2003 — 2007
BA, Economics
Center for Talent Innovation October 2013 - Present
Hewlett Consulting Partners October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Morgan Stanley May 2010 - May 2012
NERA Economic Consulting November 2008 - May 2010
FactSet Research Systems July 2007 - November 2008
UBS 2006 - 2006
Skills
Diversity Strategy..., High Potential..., Recruiting, Training and Development, Client Relations, Quantitative Analytics, Onboarding, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Leadership Development, Applicant Tracking...
Education
Fairfield University 2003 — 2007
BA, Economics
Andrew Steciw's Morgan Stanley Experience August 1999 - May 2015
Job Vice President Global ITSourcing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1999 - May 2015
Bankers Trust - New York September 1997 - August 1999
The Bank of New York September 1986 - August 1997
Skills
eSourcing, Vendor Management, E-procurement, Risk Management, Strategic Sourcing, Outsourcing, Business Analysis, Sourcing, Project Management, Change Management, Contract Negotiation, Business Strategy, Strategic Planning, Management, Program Management, Strategy, Telecommunications, Supply Management, IT Strategy, Analysis, Governance, Process Improvement, Leadership, Finance, Information Technology
Education
Fairleigh Dickinson University 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Newark 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley August 1999 - May 2015
Bankers Trust - New York September 1997 - August 1999
The Bank of New York September 1986 - August 1997
Skills
eSourcing, Vendor Management, E-procurement, Risk Management, Strategic Sourcing, Outsourcing, Business Analysis, Sourcing, Project Management, Change Management, Contract Negotiation, Business Strategy, Strategic Planning, Management, Program Management, Strategy, Telecommunications, Supply Management, IT Strategy, Analysis, Governance, Process Improvement, Leadership, Finance, Information Technology
Education
Fairleigh Dickinson University 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Newark 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
John Olson's Morgan Stanley Experience February 1994 - October 2006
Job Regional DirectorSwan Global Investments
Industry Financial Services
Experience
Swan Global Investments June 2015 - Present
WBI Investments November 2012 - September 2014
Wells Fargo October 2006 - November 2012
Morgan Stanley February 1994 - October 2006
Skills
Financial Advisory, Strategic Financial..., Series 7, Series 63, Series 65, Series 9, Series 10, Series 31, Life Insurance, Health Insurance, Portfolio Management, Program Management, Retirement Planning, Financial Analysis, Wealth Management, Mortgage Lending, Insurance, Securities, Retirement, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Investments, Variable Annuities, Investment Management, ETFs, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Financial Planning, FINRA
Education
University of Maine 1991 — 1993
BS, Natural Resources
Fairleigh Dickinson University 1987 — 1989
AA, Liberal Arts
Swan Global Investments June 2015 - Present
WBI Investments November 2012 - September 2014
Wells Fargo October 2006 - November 2012
Morgan Stanley February 1994 - October 2006
Skills
Financial Advisory, Strategic Financial..., Series 7, Series 63, Series 65, Series 9, Series 10, Series 31, Life Insurance, Health Insurance, Portfolio Management, Program Management, Retirement Planning, Financial Analysis, Wealth Management, Mortgage Lending, Insurance, Securities, Retirement, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Investments, Variable Annuities, Investment Management, ETFs, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Financial Planning, FINRA
Education
University of Maine 1991 — 1993
BS, Natural Resources
Fairleigh Dickinson University 1987 — 1989
AA, Liberal Arts
Kyle D'Abrosca's Morgan Stanley Experience June 2010 - Present
Job Talent Development Manager at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley June 2010 - Present
Leader to Leader Institute May 2009 - January 2010
Fendi January 2009 - May 2009
JK Coaching December 2008 - May 2009
GlaxoSmithKline January 2006 - May 2006
Skills
Talent Management, Organizational..., Succession Planning, Organizational..., Performance Management, Leadership Development, Employee Engagement, Human Resources, Change Management, Talent Acquisition, Organizational Design, HRIS, Personnel Management, Employee Training, Career Development, HR Consulting, Workshop Facilitation
Education
Teachers College of Columbia University 2008 — 2010
Master of Science (MS), Industrial and Organizational Psychology
Providence College 2006 — 2008
BS, Business Administration
Fairfield University 2002 — 2006
BS, Psychology
Morgan Stanley June 2010 - Present
Leader to Leader Institute May 2009 - January 2010
Fendi January 2009 - May 2009
JK Coaching December 2008 - May 2009
GlaxoSmithKline January 2006 - May 2006
Skills
Talent Management, Organizational..., Succession Planning, Organizational..., Performance Management, Leadership Development, Employee Engagement, Human Resources, Change Management, Talent Acquisition, Organizational Design, HRIS, Personnel Management, Employee Training, Career Development, HR Consulting, Workshop Facilitation
Education
Teachers College of Columbia University 2008 — 2010
Master of Science (MS), Industrial and Organizational Psychology
Providence College 2006 — 2008
BS, Business Administration
Fairfield University 2002 — 2006
BS, Psychology
Dennis Cahill's Morgan Stanley Experience 1996 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1996 - Present
Education
Fairfield University 1990 — 1994
BA, Economics
St. Josephs High School 1986 — 1990
Morgan Stanley 1996 - Present
Education
Fairfield University 1990 — 1994
BA, Economics
St. Josephs High School 1986 — 1990
Brandon Okano's Morgan Stanley Experience May 2005 - August 2005
Job Attorney at Leeds Brown Law, P.C.
Industry Law Practice
Experience
Leeds Brown Law, P.C. May 2012 - Present
Bruno Gerbino & Soriano LLP August 2011 - December 2011
Pryor & Mandelup LLP October 2009 - August 2011
Hofstra University School of Law January 2007 - October 2009
Richard T. Lau & Associates June 2008 - May 2009
Law Offices of Thomas Weiss, P.C. June 2007 - August 2007
Morgan Stanley May 2005 - August 2005
U.S. Rep. Barbara Cubin (R - WY) May 2004 - August 2004
Skills
Legal Research, Legal Writing, Research
Education
Hofstra University School of Law 2006 — 2009
JD
Fairfield University 2002 — 2006
BS, Management
Leeds Brown Law, P.C. May 2012 - Present
Bruno Gerbino & Soriano LLP August 2011 - December 2011
Pryor & Mandelup LLP October 2009 - August 2011
Hofstra University School of Law January 2007 - October 2009
Richard T. Lau & Associates June 2008 - May 2009
Law Offices of Thomas Weiss, P.C. June 2007 - August 2007
Morgan Stanley May 2005 - August 2005
U.S. Rep. Barbara Cubin (R - WY) May 2004 - August 2004
Skills
Legal Research, Legal Writing, Research
Education
Hofstra University School of Law 2006 — 2009
JD
Fairfield University 2002 — 2006
BS, Management
Andrew Gibeault's Morgan Stanley Experience January 2005 - June 2007
Job Portfolio Management, Bank of America
Industry Banking
Experience
Stifel Financial Corp. June 2015 - Present
Bank of America October 2012 - 2014
Livius Management June 2009 - October 2012
Ernst & Young January 2008 - June 2009
Booz Allen Hamilton January 2007 - January 2008
Morgan Stanley January 2005 - June 2007
JM Romich Enterprises March 2003 - September 2005
Skills
Financial Analysis, Budgets, Finance, IFRS, Business Development, Risk Management, Management, Banking, Financial Risk, Valuation
Education
Booz Allen Hamilton Management Mentoring Program 2007 — 2008
Accounting and Business/Management
Fairleigh Dickinson University 2004 — 2008
BS, Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
Stifel Financial Corp. June 2015 - Present
Bank of America October 2012 - 2014
Livius Management June 2009 - October 2012
Ernst & Young January 2008 - June 2009
Booz Allen Hamilton January 2007 - January 2008
Morgan Stanley January 2005 - June 2007
JM Romich Enterprises March 2003 - September 2005
Skills
Financial Analysis, Budgets, Finance, IFRS, Business Development, Risk Management, Management, Banking, Financial Risk, Valuation
Education
Booz Allen Hamilton Management Mentoring Program 2007 — 2008
Accounting and Business/Management
Fairleigh Dickinson University 2004 — 2008
BS, Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
Brendan Cavanaugh's Morgan Stanley Experience May 2006 - August 2006
Job Vice President, Capital Markets Institutional Strategist at Direxion Investments
Industry Financial Services
Experience
Direxion Investments September 2014 - Present
Goldman Sachs June 2011 - September 2014
Goldman Sachs August 2010 - April 2011
Goldman Sachs July 2007 - August 2010
Morgan Stanley May 2006 - August 2006
Skills
Hedge Funds, Prime Brokerage, Equities, Series 7, Alternative Investments, Fixed Income, Bloomberg, Series 63, Asset Managment, Securities, Investments, Fund Of Funds
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Malvern Preparatory School 1999 — 2003
Direxion Investments September 2014 - Present
Goldman Sachs June 2011 - September 2014
Goldman Sachs August 2010 - April 2011
Goldman Sachs July 2007 - August 2010
Morgan Stanley May 2006 - August 2006
Skills
Hedge Funds, Prime Brokerage, Equities, Series 7, Alternative Investments, Fixed Income, Bloomberg, Series 63, Asset Managment, Securities, Investments, Fund Of Funds
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Malvern Preparatory School 1999 — 2003
Peter Costello's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Nomura Securities June 2011 - July 2015
Nomura Securities June 2010 - August 2010
James Caird Asset Managment (Formerly Moore Credit Fund) May 2009 - August 2009
Skills
Bloomberg Terminal, Bloomberg, Investments, Microsoft Excel, Global Macro, Corporate Finance, FX trading, Hedge Funds, Fixed Income, Financial Analysis, Valuation, Capital Markets, FX Trading, Derivatives
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Finance
Garden City High School 2003 — 2007
Morgan Stanley August 2015 - Present
Nomura Securities June 2011 - July 2015
Nomura Securities June 2010 - August 2010
James Caird Asset Managment (Formerly Moore Credit Fund) May 2009 - August 2009
Skills
Bloomberg Terminal, Bloomberg, Investments, Microsoft Excel, Global Macro, Corporate Finance, FX trading, Hedge Funds, Fixed Income, Financial Analysis, Valuation, Capital Markets, FX Trading, Derivatives
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Finance
Garden City High School 2003 — 2007
Matthew Lanzaro's Morgan Stanley Experience March 2014 - Present
Job Global Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Alvarez & Marsal August 2012 - March 2014
WallachBeth Capital June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Quantitative Analytics, Financial Modeling, Equities, Valuation, Private Equity, Capital Markets, Business Valuation, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income, Bloomberg
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance
Fairfield University Men's Division I Men's Lacrosse Team 2007 — 2011
University of Barcelona Aunotoma
Morgan Stanley March 2014 - Present
Alvarez & Marsal August 2012 - March 2014
WallachBeth Capital June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Quantitative Analytics, Financial Modeling, Equities, Valuation, Private Equity, Capital Markets, Business Valuation, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income, Bloomberg
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance
Fairfield University Men's Division I Men's Lacrosse Team 2007 — 2011
University of Barcelona Aunotoma
Robert Gariano's Morgan Stanley Experience January 2012 - September 2013
Job Financial Advisor at Gariano Wealth Management A wealth advisory practice of Cetera Financial Specialists
Industry Financial Services
Experience
Gariano Wealth Management - A wealth advisory practice of Cetera Financial Specialists December 2014 - Present
Lord, Abbett & Co. LLC September 2013 - December 2014
Morgan Stanley January 2012 - September 2013
Genworth Financial Services August 2006 - February 2012
San Diego Padres June 2010 - March 2011
Skills
Investments, Portfolio Management, Financial Services, Finance
Education
Fairfield University 2006 — 2010
BS, Finance
Fairfield University, Dolan School of Business
Bachelor of Science, Finance
Gariano Wealth Management - A wealth advisory practice of Cetera Financial Specialists December 2014 - Present
Lord, Abbett & Co. LLC September 2013 - December 2014
Morgan Stanley January 2012 - September 2013
Genworth Financial Services August 2006 - February 2012
San Diego Padres June 2010 - March 2011
Skills
Investments, Portfolio Management, Financial Services, Finance
Education
Fairfield University 2006 — 2010
BS, Finance
Fairfield University, Dolan School of Business
Bachelor of Science, Finance
Courtney Richardson's Morgan Stanley Experience October 2013 - November 2014
Job Sourcing Professional
Industry Media Production
Experience
NBC Universal June 2015 - Present
Morgan stanley October 2013 - November 2014
Morgan Stanley March 2012 - October 2013
Morgan Stanley June 2011 - March 2012
Greenkey Resources LLC. January 2010 - June 2011
Education
Fairfield University 2005 — 2009
BA, Marketing, Accounting
NBC Universal June 2015 - Present
Morgan stanley October 2013 - November 2014
Morgan Stanley March 2012 - October 2013
Morgan Stanley June 2011 - March 2012
Greenkey Resources LLC. January 2010 - June 2011
Education
Fairfield University 2005 — 2009
BA, Marketing, Accounting
Julie Dolan's Morgan Stanley Experience June 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Skills
Bloomberg, Uniform Combined State..., FINRA, Hedge Funds, Financial Modeling, Series 7, Investments, Alternative Investments, Financial Analysis, Equities
Education
Fairfield University 2007 — 2011
Bachelor's Degree, Finance & Marketing
Morgan Stanley June 2011 - Present
Skills
Bloomberg, Uniform Combined State..., FINRA, Hedge Funds, Financial Modeling, Series 7, Investments, Alternative Investments, Financial Analysis, Equities
Education
Fairfield University 2007 — 2011
Bachelor's Degree, Finance & Marketing
Brent Potter's Morgan Stanley Experience May 2000 - Present
Job VP, IT Security at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2000 - Present
JP Morgan Chase March 1997 - May 2000
Education
Fairleigh Dickinson University
Morgan Stanley May 2000 - Present
JP Morgan Chase March 1997 - May 2000
Education
Fairleigh Dickinson University
Diana Castellano's Morgan Stanley Experience April 2006 - April 2008
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley April 2006 - April 2008
Oppenheimer & Co. July 1997 - April 2006
Skills
Internal Audit, Monitoring and Testing, Risk Management, Risk Assessment, International Law, AML, KYC, OFAC, USA PATRIOT Act, Investigation, Policy Writing, Due Diligence, Legal Compliance
Education
Fairleigh Dickinson University 1993 — 1997
Bachelors of Science, Business Administration and Management, General, Magna Cum Laude
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley April 2006 - April 2008
Oppenheimer & Co. July 1997 - April 2006
Skills
Internal Audit, Monitoring and Testing, Risk Management, Risk Assessment, International Law, AML, KYC, OFAC, USA PATRIOT Act, Investigation, Policy Writing, Due Diligence, Legal Compliance
Education
Fairleigh Dickinson University 1993 — 1997
Bachelors of Science, Business Administration and Management, General, Magna Cum Laude
Jennifer Rebai's Morgan Stanley Experience January 2014 - Present
Job Senior Manager Equity Product Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley February 2012 - January 2014
Morgan Stanley April 2010 - February 2012
Merrill Lynch February 2008 - April 2010
Merrill Lynch July 2007 - February 2008
Taylor Investment Advisors, LP June 2006 - August 2006
Education
Fairfield University 2003 — 2007
BS, Finance
Morgan Stanley January 2014 - Present
Morgan Stanley February 2012 - January 2014
Morgan Stanley April 2010 - February 2012
Merrill Lynch February 2008 - April 2010
Merrill Lynch July 2007 - February 2008
Taylor Investment Advisors, LP June 2006 - August 2006
Education
Fairfield University 2003 — 2007
BS, Finance
Marianne Rocchio's Morgan Stanley Experience June 2004 - Present
Job Compliance Manager
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 1999 - May 2003
Education
Fairleigh Dickinson University 1982 — 1986
Bachelor’s Degree, Political Science and Government
Morgan Stanley June 2004 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 1999 - May 2003
Education
Fairleigh Dickinson University 1982 — 1986
Bachelor’s Degree, Political Science and Government
Dayo Adesina's Morgan Stanley Experience April 2005 - January 2006
Job Sr. Business Systems Analyst
Industry Logistics and Supply Chain
Experience
UPS July 2011 - Present
L-3 Communications February 2008 - October 2009
Morgan Stanley April 2005 - January 2006
Education
Stevens Institute of Technology 2000 — 2003
M.S, Information Systems
Fairleigh Dickinson University 1995 — 1999
B.S, Computer Science
UPS July 2011 - Present
L-3 Communications February 2008 - October 2009
Morgan Stanley April 2005 - January 2006
Education
Stevens Institute of Technology 2000 — 2003
M.S, Information Systems
Fairleigh Dickinson University 1995 — 1999
B.S, Computer Science
Louis Scanzillo's Morgan Stanley Experience September 2007 - August 2013
Job Vice President Global Project Manager, Goldman Sachs Asset Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
Morgan Stanley September 2007 - August 2013
GE June 2003 - August 2007
Skills
Project Management, Business Analysis, Project Portfolio..., Agile Methodologies, PMP, Six Sigma, Software Development..., Business Process..., Program Management, Change Management, Omgeo Oasys, Workflow Applications, PMI, Business Requirements, User Acceptance Testing, Business Process Design, SDLC
Education
Fairfield University 1999 — 2003
Bachelor of Science, Computer Science
Goldman Sachs September 2013 - Present
Morgan Stanley September 2007 - August 2013
GE June 2003 - August 2007
Skills
Project Management, Business Analysis, Project Portfolio..., Agile Methodologies, PMP, Six Sigma, Software Development..., Business Process..., Program Management, Change Management, Omgeo Oasys, Workflow Applications, PMI, Business Requirements, User Acceptance Testing, Business Process Design, SDLC
Education
Fairfield University 1999 — 2003
Bachelor of Science, Computer Science
Caitlin Faughnan's Morgan Stanley Experience May 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Deutsche Bank May 2007 - May 2008
FFN. Financial Services Organization August 2005 - May 2007
Education
Fairfield University 2001 — 2005
Bachelor of Science (BS), Marketing
Morgan Stanley May 2008 - Present
Deutsche Bank May 2007 - May 2008
FFN. Financial Services Organization August 2005 - May 2007
Education
Fairfield University 2001 — 2005
Bachelor of Science (BS), Marketing
Drew Burggraf's Morgan Stanley Experience May 1994 - September 1999
Job VP Prime Brokerage at Conifer Securities
Industry Investment Banking
Experience
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Thomas Squeri's Morgan Stanley Experience January 2006 - September 2010
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Thomas Squeri Consulting December 2014 - March 2015
Barclays Investment Bank September 2010 - March 2014
Morgan Stanley January 2006 - September 2010
Morgan Stanley January 2001 - January 2006
Education
Fairfield University 1985 — 1989
Bachelor's degree, Business
Bank of America Merrill Lynch April 2015 - Present
Thomas Squeri Consulting December 2014 - March 2015
Barclays Investment Bank September 2010 - March 2014
Morgan Stanley January 2006 - September 2010
Morgan Stanley January 2001 - January 2006
Education
Fairfield University 1985 — 1989
Bachelor's degree, Business
Crissy Kelly's Morgan Stanley Experience March 2004 - March 2007
Job Data Analytics
Industry Airlines/Aviation
Experience
Self-employed November 2007 - Present
Catalpa Capital, LLC March 2007 - September 2007
Morgan Stanley March 2004 - March 2007
Morgan Stanley February 2001 - May 2004
Education
Fairfield University 1991 — 1995
Bachelor of Science (BS), Mathematics
Self-employed November 2007 - Present
Catalpa Capital, LLC March 2007 - September 2007
Morgan Stanley March 2004 - March 2007
Morgan Stanley February 2001 - May 2004
Education
Fairfield University 1991 — 1995
Bachelor of Science (BS), Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS