Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
DeAnna Galente DeAnna Galente's Morgan Stanley Experience June 2005 - August 2008
Job Senior Associate Loan Syndications Group at Credit Agricole CIB
Industry Financial Services
Experience
Credit Agricole Corporate and Investment Bank April 2011 - Present
Anne Anastasi Charitable Foundation 2010 - Present
Morgan Stanley June 2005 - August 2008
International Fund Services (Ireland) Ltd, A State Street Company 2004 - 2005
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investor Relations, Nonprofits, Structured Finance, Valuation, Financial Structuring
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Fordham University 2000 — 2004
BS, Finance and Management
Credit Agricole Corporate and Investment Bank April 2011 - Present
Anne Anastasi Charitable Foundation 2010 - Present
Morgan Stanley June 2005 - August 2008
International Fund Services (Ireland) Ltd, A State Street Company 2004 - 2005
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investor Relations, Nonprofits, Structured Finance, Valuation, Financial Structuring
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Fordham University 2000 — 2004
BS, Finance and Management
Brian Engstrom Brian Engstrom's Morgan Stanley Experience May 2013 - September 2014
Job Intern at Reservoir Capital Group
Industry Financial Services
Experience
Reservoir Capital Group June 2015 - Present
Morgan Stanley May 2013 - September 2014
PC Appraisal Services March 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, Finance, Marketing, Analysis, Investments, Financial Analysis, Retirement Planning, Alternative Investments, Strategic Financial..., Mutual Funds, Social Media, Public Speaking, Teamwork, Financial Modeling, Research, Leadership, Management, Financial Planning
Education
Fordham Gabelli School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance - Alternative Investments
Fordham University – Gabelli School of Business 2011 — 2015
Finance, Alternative Investments
Reservoir Capital Group June 2015 - Present
Morgan Stanley May 2013 - September 2014
PC Appraisal Services March 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, Finance, Marketing, Analysis, Investments, Financial Analysis, Retirement Planning, Alternative Investments, Strategic Financial..., Mutual Funds, Social Media, Public Speaking, Teamwork, Financial Modeling, Research, Leadership, Management, Financial Planning
Education
Fordham Gabelli School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance - Alternative Investments
Fordham University – Gabelli School of Business 2011 — 2015
Finance, Alternative Investments
Theodore Langan Theodore Langan's Morgan Stanley Experience July 2000 - August 2006
Job
Industry Information Technology and Services
Experience
Mediatranslations May 2011 - April 2012
EEOC November 2010 - April 2011
Beijing Global Law Office December 2010 - January 2011
Tulane-Humboldt Summer School for ADR August 2010 - August 2010
One Earth Future Foundation May 2010 - July 2010
New Orleans Legal Assistance January 2009 - May 2009
Credit Suisse February 2008 - June 2008
UBS October 2007 - February 2008
Morgan Stanley July 2000 - August 2006
Skills
Negotiation, Project Management, Project Coordination, Problem Analysis, Problem Solving, Building Relationships, Technical Staff..., Business Continuity..., Fixing Things, Business Analysis, Organizational Structure, Project Planning, IT Infrastructure..., Data Center, Dispute Resolution, Mediation, International..., IT Management, English, Infrastructure, IT Service Management, Procurement, Vendor Management
Education
Tulane University Law School 2008 — 2011
JD
Fordham Gabelli School of Business 2002 — 2004
MBA
Loyola University New Orleans 1995 — 1999
BBA
Louisiana School for Math, Science, & the Arts 1993 — 1995
H.S. Diploma
Mediatranslations May 2011 - April 2012
EEOC November 2010 - April 2011
Beijing Global Law Office December 2010 - January 2011
Tulane-Humboldt Summer School for ADR August 2010 - August 2010
One Earth Future Foundation May 2010 - July 2010
New Orleans Legal Assistance January 2009 - May 2009
Credit Suisse February 2008 - June 2008
UBS October 2007 - February 2008
Morgan Stanley July 2000 - August 2006
Skills
Negotiation, Project Management, Project Coordination, Problem Analysis, Problem Solving, Building Relationships, Technical Staff..., Business Continuity..., Fixing Things, Business Analysis, Organizational Structure, Project Planning, IT Infrastructure..., Data Center, Dispute Resolution, Mediation, International..., IT Management, English, Infrastructure, IT Service Management, Procurement, Vendor Management
Education
Tulane University Law School 2008 — 2011
JD
Fordham Gabelli School of Business 2002 — 2004
MBA
Loyola University New Orleans 1995 — 1999
BBA
Louisiana School for Math, Science, & the Arts 1993 — 1995
H.S. Diploma
Edward McCarthy Edward McCarthy's Morgan Stanley Experience September 2008 - June 2010
Job Associate Equity Derivatives Middle Office at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
BMO Capital Markets December 2012 - October 2014
BMO Capital Markets June 2010 - November 2012
Morgan Stanley September 2008 - June 2010
Skills
Financial Modeling, Investments, Valuation, Financial Services, Microsoft Excel, Asset Managment, Bonds, Fixed Income, Financial Analysis, Capital Markets, Investment Banking, Mutual Funds, Banking, Finance, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics, 3.6
Goldman Sachs October 2014 - Present
BMO Capital Markets December 2012 - October 2014
BMO Capital Markets June 2010 - November 2012
Morgan Stanley September 2008 - June 2010
Skills
Financial Modeling, Investments, Valuation, Financial Services, Microsoft Excel, Asset Managment, Bonds, Fixed Income, Financial Analysis, Capital Markets, Investment Banking, Mutual Funds, Banking, Finance, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics, 3.6
Karen Padawer Karen Padawer's Morgan Stanley Experience 2012 - August 2013
Job President at KIP Consulting & Design Inc
Industry Information Technology and Services
Experience
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
Dario Fofic Dario Fofic's Morgan Stanley Experience May 2010 - October 2012
Job Vice President US Project Lead of Operations Metrics
Industry Investment Banking
Experience
Barclays Investment Bank October 2012 - Present
Fordham University - Graduate School of Business December 2013 - April 2015
Morgan Stanley May 2010 - October 2012
UBS Wealth Management September 2008 - May 2010
Automatic Data Processing Inc. September 2006 - September 2008
New York Blood Center June 2001 - August 2006
Skills
Business Process..., SQL, Data Analysis, Project Management, Business Objects, Executive Reporting, Business Intelligence..., Performance Management, Quantative Analysis, Strategic Sourcing, Process Improvement, Program Management, Procurement, Data Warehousing, Vendor Management, Operations Management, Outsourcing, Business Process..., Integration, Business Strategy, Supply Chain Management, Business Analysis, Risk Management, Management, Business Intelligence
Education
Fordham Gabelli School of Business 2005 — 2008
M.B.A, Management Systems & I.T. Systems, 3.8
University of Tennessee-Knoxville 1997 — 2001
B.A., International Business & Languages
Barclays Investment Bank October 2012 - Present
Fordham University - Graduate School of Business December 2013 - April 2015
Morgan Stanley May 2010 - October 2012
UBS Wealth Management September 2008 - May 2010
Automatic Data Processing Inc. September 2006 - September 2008
New York Blood Center June 2001 - August 2006
Skills
Business Process..., SQL, Data Analysis, Project Management, Business Objects, Executive Reporting, Business Intelligence..., Performance Management, Quantative Analysis, Strategic Sourcing, Process Improvement, Program Management, Procurement, Data Warehousing, Vendor Management, Operations Management, Outsourcing, Business Process..., Integration, Business Strategy, Supply Chain Management, Business Analysis, Risk Management, Management, Business Intelligence
Education
Fordham Gabelli School of Business 2005 — 2008
M.B.A, Management Systems & I.T. Systems, 3.8
University of Tennessee-Knoxville 1997 — 2001
B.A., International Business & Languages
Kris Garland Kris Garland's Morgan Stanley Experience April 2002 - April 2010
Job Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas January 2011 - Present
Strategas Research Partners 2010 - 2011
Morgan Stanley April 2002 - April 2010
Morgan Stanley Private Wealth Management July 2001 - April 2002
Skills
Equity Research, Portfolio Management, Capital Markets, Institutional Sales, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Series 63, Investments, Fixed Income, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance, General
University of Colorado Boulder 1997 — 2001
Bachelor of Arts (BA), Economics
Strategas January 2011 - Present
Strategas Research Partners 2010 - 2011
Morgan Stanley April 2002 - April 2010
Morgan Stanley Private Wealth Management July 2001 - April 2002
Skills
Equity Research, Portfolio Management, Capital Markets, Institutional Sales, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Series 63, Investments, Fixed Income, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance, General
University of Colorado Boulder 1997 — 2001
Bachelor of Arts (BA), Economics
David Koppel David Koppel's Morgan Stanley Experience 1983 - 1999
Job Director, Prime Brokerage Operations, BNP Paribas, Inc
Industry Investment Banking
Experience
BNP Paribas Prime Brokerage Inc. October 2008 - Present
Banc of America Securities, LLC August 2005 - October 2008
RBC Capital Markets January 2003 - August 2005
Morgan Stanley Private Wealth Management 1999 - 2002
Morgan Stanley 1983 - 1999
Skills
Prime Brokerage, Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Series 7, Options, Series 63, FX Options, Alternative Investments, Equity Derivatives, Collateral Management, Financial Services, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 1984 — 1987
Master of Business Administration (MBA), Finance, General
Fordham University 1979 — 1983
BS, Business
BNP Paribas Prime Brokerage Inc. October 2008 - Present
Banc of America Securities, LLC August 2005 - October 2008
RBC Capital Markets January 2003 - August 2005
Morgan Stanley Private Wealth Management 1999 - 2002
Morgan Stanley 1983 - 1999
Skills
Prime Brokerage, Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Series 7, Options, Series 63, FX Options, Alternative Investments, Equity Derivatives, Collateral Management, Financial Services, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 1984 — 1987
Master of Business Administration (MBA), Finance, General
Fordham University 1979 — 1983
BS, Business
Paul Lagermasini Paul Lagermasini's Morgan Stanley Experience October 2000 - October 2002
Job Head of SEC Reporting at RCS Capital Corporation
Industry Financial Services
Experience
RCS Capital Corporation September 2013 - Present
Ally Securities LLC September 2011 - August 2013
Credit Suisse September 2002 - September 2011
Morgan Stanley October 2000 - October 2002
Merrill Lynch September 1995 - October 2000
Deloitte October 1991 - September 1995
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, Derivatives, SEC Financial Reporting, Product Control, Securities, Accounting Research, Equities, SEC filings, FINRA, Capital Markets, Technical Accounting..., ETFs, Financial Modeling, Valuation, Sarbanes-Oxley Act, Corporate Finance, Credit, Financial Analysis, Analysis, Series 27, S-1, S-4, Mergers & Acquisitions, Due Diligence, 10K
Education
Saint Michael's College 1987 — 1991
bs, accounting
Fordham Gabelli School of Business
MBA, Finance
St Peter's Prep
RCS Capital Corporation September 2013 - Present
Ally Securities LLC September 2011 - August 2013
Credit Suisse September 2002 - September 2011
Morgan Stanley October 2000 - October 2002
Merrill Lynch September 1995 - October 2000
Deloitte October 1991 - September 1995
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, Derivatives, SEC Financial Reporting, Product Control, Securities, Accounting Research, Equities, SEC filings, FINRA, Capital Markets, Technical Accounting..., ETFs, Financial Modeling, Valuation, Sarbanes-Oxley Act, Corporate Finance, Credit, Financial Analysis, Analysis, Series 27, S-1, S-4, Mergers & Acquisitions, Due Diligence, 10K
Education
Saint Michael's College 1987 — 1991
bs, accounting
Fordham Gabelli School of Business
MBA, Finance
St Peter's Prep
Jaimee Roberts's Morgan Stanley Experience August 2011 - Present
Job Vice President of Corporate Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Geller & Company July 2007 - July 2011
Bear Stearns November 2003 - July 2007
The Hartford 1999 - 2003
Ernst & Young LLP 1994 - 1999
Skills
Financial Modeling, SEC filings, CPA, Financial Analysis, Finance, Strategic Financial..., Financial Reporting, Variance Analysis, Managerial Finance, Auditing, US GAAP, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Financial Planning, SEC Filings, Management
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Finance
Orville H. Platt High School
Honors Program
University of Hartford
BSBA, Accounting
Morgan Stanley August 2011 - Present
Geller & Company July 2007 - July 2011
Bear Stearns November 2003 - July 2007
The Hartford 1999 - 2003
Ernst & Young LLP 1994 - 1999
Skills
Financial Modeling, SEC filings, CPA, Financial Analysis, Finance, Strategic Financial..., Financial Reporting, Variance Analysis, Managerial Finance, Auditing, US GAAP, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Financial Planning, SEC Filings, Management
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Finance
Orville H. Platt High School
Honors Program
University of Hartford
BSBA, Accounting
Elizabeth Foulston Elizabeth Foulston's Morgan Stanley Experience March 2015 - June 2015
Job Treasury Summer Analyst at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - August 2015
Morgan Stanley March 2015 - June 2015
Chicago Yacht Club June 2014 - August 2014
Yes The Bronx January 2014 - May 2014
Devils' Advocate Newspaper July 2012 - May 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Leadership, Teamwork, Digital Photography, Portrait Photography, Photoshop, Social Media, WordPress, Financial Analysis, Journalism, Creative Writing, Sports Photography, Photojournalism
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor's Degree, Finance, Concentration in Alternative Investments
Hinsdale Central High School 2009 — 2013
GE Capital June 2015 - August 2015
Morgan Stanley March 2015 - June 2015
Chicago Yacht Club June 2014 - August 2014
Yes The Bronx January 2014 - May 2014
Devils' Advocate Newspaper July 2012 - May 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Leadership, Teamwork, Digital Photography, Portrait Photography, Photoshop, Social Media, WordPress, Financial Analysis, Journalism, Creative Writing, Sports Photography, Photojournalism
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor's Degree, Finance, Concentration in Alternative Investments
Hinsdale Central High School 2009 — 2013
Peter F. Sheridan Peter F. Sheridan's Morgan Stanley Experience 1995 - 2005
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2005 - Present
Morgan Stanley 1995 - 2005
Morgan Stanley 1995 - 2005
morgan stanley 1995 - 2005
Skills
Electronic Trading, Program Trading, Equity Trading, Hedge Funds, Equity Derivatives, ETFs, Market Data, High Frequency Trading, Algorithms, Series 63, Series 24, Series 7, Quantitative Finance, Market Microstructure, Dark Pools, Sales Management, International Sales, FSA, FIX, Data Visualization, European Markets, Trading Systems, Series 9, Series 10, Series 3, Series 55
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, FINANCE
State University of New York College at Oneonta
bs, Economics
Goldman Sachs February 2005 - Present
Morgan Stanley 1995 - 2005
Morgan Stanley 1995 - 2005
morgan stanley 1995 - 2005
Skills
Electronic Trading, Program Trading, Equity Trading, Hedge Funds, Equity Derivatives, ETFs, Market Data, High Frequency Trading, Algorithms, Series 63, Series 24, Series 7, Quantitative Finance, Market Microstructure, Dark Pools, Sales Management, International Sales, FSA, FIX, Data Visualization, European Markets, Trading Systems, Series 9, Series 10, Series 3, Series 55
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, FINANCE
State University of New York College at Oneonta
bs, Economics
Jack Edwards Jack Edwards's Morgan Stanley Experience 1987 - 1997
Job Chief Financial Officer at VOLANT TRADING
Industry Financial Services
Experience
VOLANT TRADING October 2014 - Present
CAVU Securities, LLC August 2013 - September 2014
Point Capital Partners LLC September 2010 - August 2013
Nomura Securities June 2009 - August 2010
The Blackstone Group August 2005 - May 2009
HSBC 2005 - 2005
Deutsche Bank 1997 - 2005
Morgan Stanley 1987 - 1997
Arthur Andersen & Co. July 1985 - August 1987
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Finance
Siena College 1981 — 1985
BBA, Accounting
VOLANT TRADING October 2014 - Present
CAVU Securities, LLC August 2013 - September 2014
Point Capital Partners LLC September 2010 - August 2013
Nomura Securities June 2009 - August 2010
The Blackstone Group August 2005 - May 2009
HSBC 2005 - 2005
Deutsche Bank 1997 - 2005
Morgan Stanley 1987 - 1997
Arthur Andersen & Co. July 1985 - August 1987
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Finance
Siena College 1981 — 1985
BBA, Accounting
Leo-Fabianus Mahaga-Ajala's Morgan Stanley Experience October 2012 - February 2013
Job Product Manager, Capital Markets Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - February 2015
J.P. Morgan February 2013 - February 2015
Morgan Stanley October 2012 - February 2013
Fordham University April 2011 - December 2012
E.J Sterling, INC August 2012 - September 2012
360i September 2011 - July 2012
Daisy Jopling Productions, LLC. January 2011 - January 2012
360i April 2011 - September 2011
WTSR 91.3 FM 2007 - 2008
Skills
Social Media, PowerPoint, Market Research, Marketing, Digital Marketing
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Finance
The College of New Jersey 2005 — 2009
B.S., Criminology and Criminal Justice Studies
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - February 2015
J.P. Morgan February 2013 - February 2015
Morgan Stanley October 2012 - February 2013
Fordham University April 2011 - December 2012
E.J Sterling, INC August 2012 - September 2012
360i September 2011 - July 2012
Daisy Jopling Productions, LLC. January 2011 - January 2012
360i April 2011 - September 2011
WTSR 91.3 FM 2007 - 2008
Skills
Social Media, PowerPoint, Market Research, Marketing, Digital Marketing
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Finance
The College of New Jersey 2005 — 2009
B.S., Criminology and Criminal Justice Studies
Lisa Minigh Lisa Minigh's Morgan Stanley Experience January 2015 - Present
Job Vice President, Credit Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley September 2013 - January 2015
Barclays December 2012 - September 2013
Barclays Capital February 2010 - December 2012
LOCKHEED MARTIN CORPORATION June 2005 - August 2008
Skills
Portfolio Management
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance, Accounting
The George Washington University - School of Business 2001 — 2005
BBA, Finance
Morgan Stanley January 2015 - Present
Morgan Stanley September 2013 - January 2015
Barclays December 2012 - September 2013
Barclays Capital February 2010 - December 2012
LOCKHEED MARTIN CORPORATION June 2005 - August 2008
Skills
Portfolio Management
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance, Accounting
The George Washington University - School of Business 2001 — 2005
BBA, Finance
Matthew Favata Matthew Favata's Morgan Stanley Experience June 2001 - August 2010
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
UBS September 2010 - December 2014
Morgan Stanley June 2001 - August 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Options, Trading Systems, Prime Brokerage, Securities, Trading, Financial Services, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Management
Fordham University 1994 — 1998
Bachelor of Arts (BA), Economics and Philosophy
Bank of America December 2014 - Present
UBS September 2010 - December 2014
Morgan Stanley June 2001 - August 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Options, Trading Systems, Prime Brokerage, Securities, Trading, Financial Services, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Management
Fordham University 1994 — 1998
Bachelor of Arts (BA), Economics and Philosophy
George Panagopoulos's Morgan Stanley Experience November 2006 - January 2010
Job Sales Manager
Industry Financial Services
Experience
Zoi Capital, LLC November 2013 - Present
BMO Capital Markets July 2011 - February 2013
Morgan Stanley November 2006 - January 2010
Morgan Stanley May 2005 - August 2005
Skills
Fixed Income, Portfolio Management, Equities, Investments, Hedge Funds, Valuation, Capital Markets, Asset Management, Trading, Alternative Investments, Securities, Financial Analysis, Finance
Education
Fordham Gabelli School of Business 2009 — 2011
M.B.A, Business Administration; Finance
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Finance
Zoi Capital, LLC November 2013 - Present
BMO Capital Markets July 2011 - February 2013
Morgan Stanley November 2006 - January 2010
Morgan Stanley May 2005 - August 2005
Skills
Fixed Income, Portfolio Management, Equities, Investments, Hedge Funds, Valuation, Capital Markets, Asset Management, Trading, Alternative Investments, Securities, Financial Analysis, Finance
Education
Fordham Gabelli School of Business 2009 — 2011
M.B.A, Business Administration; Finance
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Finance
Claudio Kawecki, MBA Claudio Kawecki, MBA's Morgan Stanley Experience May 2014 - Present
Job
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
AIG November 2011 - May 2014
Various Organizations March 2009 - October 2011
Colebrooke Capital May 2007 - March 2009
ICAP Capital Markets June 2004 - December 2006
Skills
Financial Modeling, Fixed Income, Mergers & Acquisitions, Capital Markets, Finance, Strategy, Equities, Business Strategy, Analysis, Investments, Financial Risk, Bloomberg, Portfolio Management, Valuation
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
Masters in Business Administration
University of Miami 1997 — 2001
BBA in Business Administration
Morgan Stanley May 2014 - Present
AIG November 2011 - May 2014
Various Organizations March 2009 - October 2011
Colebrooke Capital May 2007 - March 2009
ICAP Capital Markets June 2004 - December 2006
Skills
Financial Modeling, Fixed Income, Mergers & Acquisitions, Capital Markets, Finance, Strategy, Equities, Business Strategy, Analysis, Investments, Financial Risk, Bloomberg, Portfolio Management, Valuation
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
Masters in Business Administration
University of Miami 1997 — 2001
BBA in Business Administration
Kenneth Schlechter Kenneth Schlechter's Morgan Stanley Experience September 1988 - January 2000
Job Program/Project Management/PMO
Industry Financial Services
Experience
Credit Suisse June 2011 - Present
NYU May 2011 - Present
The Blackstone Group January 2000 - January 2011
Morgan Stanley September 1988 - January 2000
Skills
Financial Services, Project Management, Management, Corporate Finance, Asset Management, Private Equity, Accounting, PMO, SDLC, Leadership, Outsourcing, Program Management, Talent Management, Team Building, Hedge Funds, Finance, Equities, Business Intelligence, Financial Analysis, Financial Reporting, Due Diligence, Business Process..., Risk Management, Vendor Management, Mergers & Acquisitions, Strategy, Management Consulting, Executive Management, Portfolio Management, Budgets, Business Analysis, Capital Markets, Financial Modeling, Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Credit Suisse June 2011 - Present
NYU May 2011 - Present
The Blackstone Group January 2000 - January 2011
Morgan Stanley September 1988 - January 2000
Skills
Financial Services, Project Management, Management, Corporate Finance, Asset Management, Private Equity, Accounting, PMO, SDLC, Leadership, Outsourcing, Program Management, Talent Management, Team Building, Hedge Funds, Finance, Equities, Business Intelligence, Financial Analysis, Financial Reporting, Due Diligence, Business Process..., Risk Management, Vendor Management, Mergers & Acquisitions, Strategy, Management Consulting, Executive Management, Portfolio Management, Budgets, Business Analysis, Capital Markets, Financial Modeling, Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
John M. Flynn, CFA John M. Flynn, CFA's Morgan Stanley Experience June 1993 - April 1998
Job Head of Relationship Management at SKY Harbor Capital
Industry Investment Management
Experience
SKY Harbor Capital Management, LLC January 2013 - Present
BlackRock August 2012 - December 2012
BlackRock October 2010 - July 2012
GE Capital Debt Advisors LLC October 2009 - October 2010
GE Asset Management May 2004 - 2009
Citigroup Alternative Investments May 1998 - April 2004
Morgan Stanley June 1993 - April 1998
Skills
Credit Derivatives, Investments, Fixed Income, Hedge Funds, Financial Markets, Portfolio Management, ETFs, High Yield Bonds, CRM, Series 63, Financial Structuring, Credit, Relationship Management, Equity Derivatives, Business Development, Alternative Investments, Equities, Investment Management, High Yield, Institutional..., Capital Markets, Loans, Asset Management, Asset Allocation, Finance, Investment Strategies, Chartered Financial..., Leveraged Finance
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, MBA - Finance
Northwestern University - Kellogg School of Management
Executive Education - Credit Training
SUNY Plattsburgh
BS - Accounting
SKY Harbor Capital Management, LLC January 2013 - Present
BlackRock August 2012 - December 2012
BlackRock October 2010 - July 2012
GE Capital Debt Advisors LLC October 2009 - October 2010
GE Asset Management May 2004 - 2009
Citigroup Alternative Investments May 1998 - April 2004
Morgan Stanley June 1993 - April 1998
Skills
Credit Derivatives, Investments, Fixed Income, Hedge Funds, Financial Markets, Portfolio Management, ETFs, High Yield Bonds, CRM, Series 63, Financial Structuring, Credit, Relationship Management, Equity Derivatives, Business Development, Alternative Investments, Equities, Investment Management, High Yield, Institutional..., Capital Markets, Loans, Asset Management, Asset Allocation, Finance, Investment Strategies, Chartered Financial..., Leveraged Finance
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, MBA - Finance
Northwestern University - Kellogg School of Management
Executive Education - Credit Training
SUNY Plattsburgh
BS - Accounting
Nadezda Korn's Morgan Stanley Experience August 2015 - Present
Job PMO Consultant (Axelon) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
John Bowden, CFA's Morgan Stanley Experience 1998 - 1999
Job ING
Industry Financial Services
Experience
ING April 2013 - Present
Deutsche Bank January 2013 - March 2013
Commerzbank AG October 2005 - January 2012
Dresdner Kleinwort January 2005 - December 2010
Mitsubishi Securities 2003 - 2005
Goldman Sachs 1999 - 2003
Morgan Stanley 1998 - 1999
Skills
Chartered Financial..., Credit Analysis, Hedge Funds, Due Diligence, Risk Management, Fixed Income, Structured Products, Bloomberg, Series 7, Series 63, Notary Public, Commodity Markets, Oil & Gas Industry, Loans, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Economics
Fordham University 1994 — 1998
Bachelor of Science (BS), Accounting and Finance
ING April 2013 - Present
Deutsche Bank January 2013 - March 2013
Commerzbank AG October 2005 - January 2012
Dresdner Kleinwort January 2005 - December 2010
Mitsubishi Securities 2003 - 2005
Goldman Sachs 1999 - 2003
Morgan Stanley 1998 - 1999
Skills
Chartered Financial..., Credit Analysis, Hedge Funds, Due Diligence, Risk Management, Fixed Income, Structured Products, Bloomberg, Series 7, Series 63, Notary Public, Commodity Markets, Oil & Gas Industry, Loans, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Economics
Fordham University 1994 — 1998
Bachelor of Science (BS), Accounting and Finance
William (Kaiqiang) Han's Morgan Stanley Experience May 2013 - December 2013
Job Assistant VP at Citigroup
Industry Capital Markets
Experience
Citigroup December 2013 - Present
Morgan Stanley May 2013 - December 2013
Fordham University June 2012 - May 2013
Pensions & Investments, Research & Analytics Group October 2012 - March 2013
21st Century Business Herald May 2012 - July 2012
University of Iowa August 2010 - July 2012
GTFM LLC June 2011 - August 2011
Skills
Excel, Word, PowerPoint, Financial Analysis, Statistics, Research, Data Analysis, Corporate Finance, Matlab, Valuation, Financial Reporting, Strategic Planning, Time Management, Financial Accounting, Economics, Teamwork, VBA, Basel III, Bloomberg Terminal, Microsoft Excel, Access, Data Mining, Finance, Budgets, Leadership, Mandarin, Equity Research, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), Business Management
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Citigroup December 2013 - Present
Morgan Stanley May 2013 - December 2013
Fordham University June 2012 - May 2013
Pensions & Investments, Research & Analytics Group October 2012 - March 2013
21st Century Business Herald May 2012 - July 2012
University of Iowa August 2010 - July 2012
GTFM LLC June 2011 - August 2011
Skills
Excel, Word, PowerPoint, Financial Analysis, Statistics, Research, Data Analysis, Corporate Finance, Matlab, Valuation, Financial Reporting, Strategic Planning, Time Management, Financial Accounting, Economics, Teamwork, VBA, Basel III, Bloomberg Terminal, Microsoft Excel, Access, Data Mining, Finance, Budgets, Leadership, Mandarin, Equity Research, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), Business Management
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Christopher Beeth Christopher Beeth's Morgan Stanley Experience 2000 - 2001
Job Chief Compliance Officer at nabSecurities, LLC
Industry Financial Services
Experience
National Australia Bank May 2013 - Present
ACA Compliance Group 2011 - 2012
Barclays Capital 2007 - 2011
New York Stock Exchange, Inc. 2004 - 2007
Goldman Sachs 2002 - 2004
Morgan Stanley 2000 - 2001
Skills
Compliance, Equities, Fixed Income, Trading, Sales Practices, Private Placements, Investment Banking, Supervision, Regulatory Requirements, Policy Writing, Risk Management, Surveillance, Procedure Development
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
University of Florida - Warrington College of Business Administration 1994 — 1998
BSBA, Finance and Economics
National Australia Bank May 2013 - Present
ACA Compliance Group 2011 - 2012
Barclays Capital 2007 - 2011
New York Stock Exchange, Inc. 2004 - 2007
Goldman Sachs 2002 - 2004
Morgan Stanley 2000 - 2001
Skills
Compliance, Equities, Fixed Income, Trading, Sales Practices, Private Placements, Investment Banking, Supervision, Regulatory Requirements, Policy Writing, Risk Management, Surveillance, Procedure Development
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
University of Florida - Warrington College of Business Administration 1994 — 1998
BSBA, Finance and Economics
Scott Rosenblatt Scott Rosenblatt's Morgan Stanley Experience May 2013 - Present
Job Executive Director, Insights & Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Credit Suisse June 2007 - April 2013
Credit Suisse July 2004 - June 2007
NBC January 2004 - April 2004
Brick City Records 2002 - 2004
Time Warner Inc. June 2002 - August 2002
Skills
Marketing Strategy, Business Development, Project Management, Content Strategy, Product Marketing, Marketing Communications, Investor Relations, Global Macro Research, Investments, Marketing Research, Analytics, Investment Advisory, Asset Allocation, Corporate Communications, Strategy, Data-driven Marketing, Competitive Analysis, Marketing, Market Research, Investment Strategies, Financial Market..., New Business Development, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Marketing
Ohio University
BS, Communications Management
Morgan Stanley May 2013 - Present
Credit Suisse June 2007 - April 2013
Credit Suisse July 2004 - June 2007
NBC January 2004 - April 2004
Brick City Records 2002 - 2004
Time Warner Inc. June 2002 - August 2002
Skills
Marketing Strategy, Business Development, Project Management, Content Strategy, Product Marketing, Marketing Communications, Investor Relations, Global Macro Research, Investments, Marketing Research, Analytics, Investment Advisory, Asset Allocation, Corporate Communications, Strategy, Data-driven Marketing, Competitive Analysis, Marketing, Market Research, Investment Strategies, Financial Market..., New Business Development, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Marketing
Ohio University
BS, Communications Management
Brian Cullen, MBA, CTP's Morgan Stanley Experience March 1996 - August 2004
Job eCommerce Fraud Operations Manager at Sony Network Entertainment Int'l (SNEI)
Industry Financial Services
Experience
Sony Network Entertainment Int'l (SNEI) May 2012 - Present
BE Cullen Consulting, Inc. January 2012 - Present
R&R Consulting June 2006 - Present
The Active Network August 2009 - January 2012
Valley View Casino February 2009 - July 2009
California Bank & Trust March 2008 - November 2008
Dematteo Monness April 2007 - March 2008
College Loan Corporation 2005 - 2007
Deutsche Bank August 2004 - April 2005
Morgan Stanley March 1996 - August 2004
Skills
Treasury Management, B2B eCommerce, Investment Banking, Structured Finance, Securitization, Staff Supervision, Risk Management, Hedging, Modeling, Accounting, SEC reporting, Budgeting, Financial Reporting, Capital Markets, Financial Analysis, Forecasting, Corporate Finance, Derivatives, Internal Controls, ABS, Analysis, Cash Management, Cash Flow, Debt, Reconciliation, FX, Liquidity Management, Financial Accounting, Banking, Financial Modeling, Cash Flow Forecasting, Budgets, Payment Industry, Payment Systems, Electronic Payments, Payment Gateways, Business Process..., Alternative Payments, Mobile Payments, Credit Card Fraud, Managerial Finance, E-commerce, Executive Management, Management, Account Reconciliation, Visio, Credit
Education
Fordham Gabelli School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance
Loyola College in Maryland 1988 — 1992
BBA, Finance
Sony Network Entertainment Int'l (SNEI) May 2012 - Present
BE Cullen Consulting, Inc. January 2012 - Present
R&R Consulting June 2006 - Present
The Active Network August 2009 - January 2012
Valley View Casino February 2009 - July 2009
California Bank & Trust March 2008 - November 2008
Dematteo Monness April 2007 - March 2008
College Loan Corporation 2005 - 2007
Deutsche Bank August 2004 - April 2005
Morgan Stanley March 1996 - August 2004
Skills
Treasury Management, B2B eCommerce, Investment Banking, Structured Finance, Securitization, Staff Supervision, Risk Management, Hedging, Modeling, Accounting, SEC reporting, Budgeting, Financial Reporting, Capital Markets, Financial Analysis, Forecasting, Corporate Finance, Derivatives, Internal Controls, ABS, Analysis, Cash Management, Cash Flow, Debt, Reconciliation, FX, Liquidity Management, Financial Accounting, Banking, Financial Modeling, Cash Flow Forecasting, Budgets, Payment Industry, Payment Systems, Electronic Payments, Payment Gateways, Business Process..., Alternative Payments, Mobile Payments, Credit Card Fraud, Managerial Finance, E-commerce, Executive Management, Management, Account Reconciliation, Visio, Credit
Education
Fordham Gabelli School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance
Loyola College in Maryland 1988 — 1992
BBA, Finance
Brian Gallagher Brian Gallagher's Morgan Stanley Experience July 2008 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Morgan Stanley April 2005 - July 2008
Instinet Corporation February 1999 - September 2003
instinet 1999 - 2003
Skills
Electronic Trading, Equity Trading, Equities, Fixed Income, Hedge Funds
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Morgan Stanley July 2008 - Present
Morgan Stanley April 2005 - July 2008
Instinet Corporation February 1999 - September 2003
instinet 1999 - 2003
Skills
Electronic Trading, Equity Trading, Equities, Fixed Income, Hedge Funds
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Robert Wojciechowicz's Morgan Stanley Experience December 2010 - November 2011
Job EVP, Head of Commercial Bank Operations at Capital One
Industry Financial Services
Experience
Capital One November 2011 - Present
Morgan Stanley December 2010 - November 2011
Morgan Stanley December 2007 - December 2010
Morgan Stanley December 2003 - December 2007
JPMorgan Chase 1998 - 2003
JP Morgan 1996 - 1998
Skills
Loan Servicing, Credit Cards, Commercial Real Estate, Management, Loans, Securitization, Fixed Income, Strategy, Investment Banking, Financial Services, Financial Risk, Mortgage Lending, Operations Management, Finance, Capital Markets, Payments, Portfolio Management, Structured Finance, Banking, Financial Analysis
Education
Fordham Gabelli School of Business 1992 — 1996
Masters, MBA-Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1990
Bachelors, Business Administration
Capital One November 2011 - Present
Morgan Stanley December 2010 - November 2011
Morgan Stanley December 2007 - December 2010
Morgan Stanley December 2003 - December 2007
JPMorgan Chase 1998 - 2003
JP Morgan 1996 - 1998
Skills
Loan Servicing, Credit Cards, Commercial Real Estate, Management, Loans, Securitization, Fixed Income, Strategy, Investment Banking, Financial Services, Financial Risk, Mortgage Lending, Operations Management, Finance, Capital Markets, Payments, Portfolio Management, Structured Finance, Banking, Financial Analysis
Education
Fordham Gabelli School of Business 1992 — 1996
Masters, MBA-Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1990
Bachelors, Business Administration
Catherine Diaz Matassov Catherine Diaz Matassov's Morgan Stanley Experience May 1990 - February 2008
Job Global PB Transition Manager, Onboarding Team — VP
Industry Financial Services
Experience
JP Morgan Prime Services September 2011 - Present
Pershing Prime Services November 2010 - September 2011
Cantillon Capital Management LLC April 2008 - October 2009
Morgan Stanley May 1990 - February 2008
Kemper Clearing 1989 - 1994
Skills
Training, Series 7, Relationship Management, Hedge Funds, Operational Risk, Investments, Leadership, Securities Lending, Middle Office, Corporate Actions, Financial Risk, Financial Services, Settlement, Fixed Income, Portfolio Management, Management, Prime Brokerage, Business Development, Trading, Equities
Education
Fordham Gabelli School of Business
MBA, FINANCE AND MANAGEMENT
JP Morgan Prime Services September 2011 - Present
Pershing Prime Services November 2010 - September 2011
Cantillon Capital Management LLC April 2008 - October 2009
Morgan Stanley May 1990 - February 2008
Kemper Clearing 1989 - 1994
Skills
Training, Series 7, Relationship Management, Hedge Funds, Operational Risk, Investments, Leadership, Securities Lending, Middle Office, Corporate Actions, Financial Risk, Financial Services, Settlement, Fixed Income, Portfolio Management, Management, Prime Brokerage, Business Development, Trading, Equities
Education
Fordham Gabelli School of Business
MBA, FINANCE AND MANAGEMENT
Migo Terjanian Migo Terjanian's Morgan Stanley Experience 2000 - 2001
Job Head of Investor Relations Littlejohn & Co
Industry Financial Services
Experience
Littlejohn & Co September 2015 - Present
H.I.G. Capital March 2013 - August 2015
SAM Sustainable Asset Management August 2009 - March 2013
Credit Suisse Asset Management October 2005 - February 2009
Bear Stearns May 2002 - October 2005
Morgan Stanley 2000 - 2001
ING Barings 1998 - 2000
Skills
Private Equity, Buyouts, LBO, Investor Relations, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Equities, Emerging Markets, Investments, Trading, Capital Markets, Valuation, Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Investment Banking, Financial Modeling, Structured Finance, Commodity
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, General
Villanova University 1994 — 1998
BS, Finance
Littlejohn & Co September 2015 - Present
H.I.G. Capital March 2013 - August 2015
SAM Sustainable Asset Management August 2009 - March 2013
Credit Suisse Asset Management October 2005 - February 2009
Bear Stearns May 2002 - October 2005
Morgan Stanley 2000 - 2001
ING Barings 1998 - 2000
Skills
Private Equity, Buyouts, LBO, Investor Relations, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Equities, Emerging Markets, Investments, Trading, Capital Markets, Valuation, Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Investment Banking, Financial Modeling, Structured Finance, Commodity
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, General
Villanova University 1994 — 1998
BS, Finance
Rich Caldropoli Rich Caldropoli's Morgan Stanley Experience 2000 - 2006
Job Global Compliance
Industry Financial Services
Experience
Citi May 2013 - Present
Citi September 2011 - Present
Roundabend Consulting Group, LLC April 2011 - Present
RR Donnelley (formerly Bowne and Co.) 2010 - April 2011
Bowne (acquired by RR Donnelley) 2010 - 2010
IQNavigator, Inc. 2008 - 2010
UBS Investment Bank 2006 - 2008
Morgan Stanley 2000 - 2006
CitiGroup 1988 - 2000
Skills
Vendor Management, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Executive Management, Program Management, Project Management, Outsourcing, Business Process..., Team Building, Strategic Partnerships, Mergers, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Iona College 1983 — 1985
BBA, Accounting
Citi May 2013 - Present
Citi September 2011 - Present
Roundabend Consulting Group, LLC April 2011 - Present
RR Donnelley (formerly Bowne and Co.) 2010 - April 2011
Bowne (acquired by RR Donnelley) 2010 - 2010
IQNavigator, Inc. 2008 - 2010
UBS Investment Bank 2006 - 2008
Morgan Stanley 2000 - 2006
CitiGroup 1988 - 2000
Skills
Vendor Management, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Executive Management, Program Management, Project Management, Outsourcing, Business Process..., Team Building, Strategic Partnerships, Mergers, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Iona College 1983 — 1985
BBA, Accounting
Kincade Webster's Morgan Stanley Experience October 2014 - March 2015
Job Research Intern at Berens Capital Management, LLC
Industry Financial Services
Experience
Berens Capital Management, LLC June 2015 - Present
The Squash Club at Chelsea Piers July 2012 - Present
Morgan Stanley October 2014 - March 2015
Education
Fordham Gabelli School of Business 2012 — 2016
Bachelor’s Degree, Bachelor of Science, Finance, Senior
Berens Capital Management, LLC June 2015 - Present
The Squash Club at Chelsea Piers July 2012 - Present
Morgan Stanley October 2014 - March 2015
Education
Fordham Gabelli School of Business 2012 — 2016
Bachelor’s Degree, Bachelor of Science, Finance, Senior
Anthony D. Koulouris's Morgan Stanley Experience 2007 - 2010
Job Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
Baltia Airlines March 2011 - Present
Koulouris Enterprises March 1991 - Present
Smart Sales October 2009 - March 2011
Morgan Stanley 2007 - 2010
Merrill Lynch & Company January 1995 - April 2007
Merrill Lynch & Company 1997 - 2000
Merrill Lynch January 1995 - September 1997
Skills
Product Development, Project Management, Marketing Strategy, Contract Negotiation, New Business Development, Management, Start-ups, Strategic Planning, Marketing, Investments, Forecasting, Change Management, Portfolio Management, Entrepreneurship, Finance, Executive Management, Budgets, Leadership, Sales, Mergers & Acquisitions, Team Building, Banking, Strategy, Project Planning, P&L Management, Fixed Income, Equities, Competitive Analysis, Securities, Trading, Capital Markets, Wealth Management, Business Development, Business Planning, Financial Modeling, Risk Management, Valuation, Alternative Investments, Investor Relations, Financial Analysis, Venture Capital, Private Equity, Financial Services, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Series 63, Financial Advisory, Series 7
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Management
University of Central Florida 1988 — 1993
BSBA, Finance, Accounting, Management
Baltia Airlines March 2011 - Present
Koulouris Enterprises March 1991 - Present
Smart Sales October 2009 - March 2011
Morgan Stanley 2007 - 2010
Merrill Lynch & Company January 1995 - April 2007
Merrill Lynch & Company 1997 - 2000
Merrill Lynch January 1995 - September 1997
Skills
Product Development, Project Management, Marketing Strategy, Contract Negotiation, New Business Development, Management, Start-ups, Strategic Planning, Marketing, Investments, Forecasting, Change Management, Portfolio Management, Entrepreneurship, Finance, Executive Management, Budgets, Leadership, Sales, Mergers & Acquisitions, Team Building, Banking, Strategy, Project Planning, P&L Management, Fixed Income, Equities, Competitive Analysis, Securities, Trading, Capital Markets, Wealth Management, Business Development, Business Planning, Financial Modeling, Risk Management, Valuation, Alternative Investments, Investor Relations, Financial Analysis, Venture Capital, Private Equity, Financial Services, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Series 63, Financial Advisory, Series 7
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Management
University of Central Florida 1988 — 1993
BSBA, Finance, Accounting, Management
Mary Cestare Mary Cestare's Morgan Stanley Experience 2010 - Present
Job Vice President Client Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Morgan Stanley 2003 - 2010
Skills
Anti Money Laundering, Data Integrity, Data Mining, Customer Data, Customer Data..., Securities Regulation, Client Relations, Metrics Reporting, Project Planning, Project Management, Team Management, Team Building, Vendor Management, Escalation Resolution, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Microsoft Office, Microsoft Excel
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Finance, General
Fordham University
Bachelor of Arts (B.A.), Economics
Morgan Stanley 2010 - Present
Morgan Stanley 2003 - 2010
Skills
Anti Money Laundering, Data Integrity, Data Mining, Customer Data, Customer Data..., Securities Regulation, Client Relations, Metrics Reporting, Project Planning, Project Management, Team Management, Team Building, Vendor Management, Escalation Resolution, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Microsoft Office, Microsoft Excel
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Finance, General
Fordham University
Bachelor of Arts (B.A.), Economics
Jonahiby Tauil Jr.'s Morgan Stanley Experience June 2015 - Present
Job Merchant Banking & Real Estate Investment Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Private Tennis Instructor January 2011 - Present
National Assoiaction for Black Accountants (NABA) Fordham Undergrad Chapter March 2013 - May 2015
WallachBeth Capital June 2014 - August 2014
Eclipse International OTC Brokerage June 2013 - August 2013
MBF Clearing Corp. June 2012 - August 2012
Skills
Stock Market, Commodity Markets, Tennis, Foreign Languages, Coaching, Spanish
Education
Fordham Gabelli School of Business 2011 — 2015
Hewlett High School 2007 — 2011
High School
Morgan Stanley June 2015 - Present
Private Tennis Instructor January 2011 - Present
National Assoiaction for Black Accountants (NABA) Fordham Undergrad Chapter March 2013 - May 2015
WallachBeth Capital June 2014 - August 2014
Eclipse International OTC Brokerage June 2013 - August 2013
MBF Clearing Corp. June 2012 - August 2012
Skills
Stock Market, Commodity Markets, Tennis, Foreign Languages, Coaching, Spanish
Education
Fordham Gabelli School of Business 2011 — 2015
Hewlett High School 2007 — 2011
High School
Andrew Pudalov's Morgan Stanley Experience March 1990 - March 1994
Job President at RUSH BOWLS
Industry Food & Beverages
Experience
RUSH BOWLS August 2004 - Present
RUSH BOWLS Wholesale November 2010 - Present
National Australia Bank March 1998 - February 2002
Credit Lyonnais March 1994 - March 1998
Morgan Stanley March 1990 - March 1994
Bear Stearns July 1988 - March 1990
Skills
Budgets, Business Development, Business Planning, Business Strategy, Competitive Analysis, Consumer Products, Customer Service, Derivatives, Entrepreneurship, Event Management, Event Planning, Facebook, Fixed Income, Food, Food Industry, Inventory Management, Lifestyle, Food Service, Forecasting, Grocery, Income Statement, Leadership, Management, Market Planning, Marketing, Marketing Communications, Merchandising, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nutrition, SEO, Sales, PowerPoint
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
State University of New York at Albany 1984 — 1988
Business, Finance, Biological Anthropology
RUSH BOWLS August 2004 - Present
RUSH BOWLS Wholesale November 2010 - Present
National Australia Bank March 1998 - February 2002
Credit Lyonnais March 1994 - March 1998
Morgan Stanley March 1990 - March 1994
Bear Stearns July 1988 - March 1990
Skills
Budgets, Business Development, Business Planning, Business Strategy, Competitive Analysis, Consumer Products, Customer Service, Derivatives, Entrepreneurship, Event Management, Event Planning, Facebook, Fixed Income, Food, Food Industry, Inventory Management, Lifestyle, Food Service, Forecasting, Grocery, Income Statement, Leadership, Management, Market Planning, Marketing, Marketing Communications, Merchandising, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nutrition, SEO, Sales, PowerPoint
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
State University of New York at Albany 1984 — 1988
Business, Finance, Biological Anthropology
Neil Siegel Neil Siegel's Morgan Stanley Experience 1992 - 2003
Job Chief Marketing Officer
Industry Financial Services
Experience
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Kim E Lovell Kim E Lovell's Morgan Stanley Experience January 1989 - October 1992
Job
Industry Primary/Secondary Education
Experience
Turlock Unified School District August 2007 - Present
Stanislaus County Ofiice of Education October 2007 - May 2009
Super Store Industries February 2005 - June 2007
Bank of America January 1997 - December 1997
Bank of the West - Marketing One Securities, Inc. May 1996 - December 1996
Atlas Securities Inc at World Savings and Loan - Golden West Financial December 1995 - May 1996
Colonial Life March 1995 - November 1995
First Interstate Bank January 1993 - September 1994
Morgan Stanley January 1989 - October 1992
Simms Capital Management, Ltd March 1987 - December 1988
Education
Fordham Gabelli School of Business 1986 — 1991
MBA
Fordham University 1978 — 1982
BS
Turlock Unified School District August 2007 - Present
Stanislaus County Ofiice of Education October 2007 - May 2009
Super Store Industries February 2005 - June 2007
Bank of America January 1997 - December 1997
Bank of the West - Marketing One Securities, Inc. May 1996 - December 1996
Atlas Securities Inc at World Savings and Loan - Golden West Financial December 1995 - May 1996
Colonial Life March 1995 - November 1995
First Interstate Bank January 1993 - September 1994
Morgan Stanley January 1989 - October 1992
Simms Capital Management, Ltd March 1987 - December 1988
Education
Fordham Gabelli School of Business 1986 — 1991
MBA
Fordham University 1978 — 1982
BS
Robert Herrmann Robert Herrmann's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley VP, Wealth Management Technology
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Accenture December 2014 - May 2015
Accenture April 2012 - December 2014
Kaufman Bros. January 2011 - September 2011
Ardour Capital Investments July 2010 - January 2011
UST Global October 2009 - May 2010
LACERA November 2007 - July 2009
Login Consulting 2006 - 2007
Extreme Networks 2006 - 2006
Skills
MS Office, Requirements..., Business Analysis, Financial Modeling, Research, Testing, Valuation, Investments, Financial Analysis, Corporate Finance, Capital Markets, Analysis, Equities, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance and Accounting
University of California, Santa Cruz 2002 — 2006
Bachelor of Science, Information Systems Management
Morgan Stanley June 2015 - Present
Accenture December 2014 - May 2015
Accenture April 2012 - December 2014
Kaufman Bros. January 2011 - September 2011
Ardour Capital Investments July 2010 - January 2011
UST Global October 2009 - May 2010
LACERA November 2007 - July 2009
Login Consulting 2006 - 2007
Extreme Networks 2006 - 2006
Skills
MS Office, Requirements..., Business Analysis, Financial Modeling, Research, Testing, Valuation, Investments, Financial Analysis, Corporate Finance, Capital Markets, Analysis, Equities, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance and Accounting
University of California, Santa Cruz 2002 — 2006
Bachelor of Science, Information Systems Management
Lori Ann Bassil Lori Ann Bassil's Morgan Stanley Experience May 2004 - August 2006
Job Senior Operational Due Diligence Analyst
Industry Investment Management
Experience
K2 Advisors June 2010 - June 2014
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley May 2004 - August 2006
Grant Thornton LLP 2002 - 2004
Accenture 2000 - 2001
Bloomberg LP 1996 - 1999
BNP Paribas 1990 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Capital Markets, Derivatives, Private Equity, Asset Allocation, Securities, Portfolio Management, Trading, Trading Systems, Risk Management, Strategy, Financial Services, Fund Of Funds, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing
SUNY College at Buffalo
Bachelor of Science (BS), Industial Technology
K2 Advisors June 2010 - June 2014
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley May 2004 - August 2006
Grant Thornton LLP 2002 - 2004
Accenture 2000 - 2001
Bloomberg LP 1996 - 1999
BNP Paribas 1990 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Capital Markets, Derivatives, Private Equity, Asset Allocation, Securities, Portfolio Management, Trading, Trading Systems, Risk Management, Strategy, Financial Services, Fund Of Funds, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing
SUNY College at Buffalo
Bachelor of Science (BS), Industial Technology
Alexander Naples Alexander Naples's Morgan Stanley Experience January 2013 - July 2013
Job Equity Research Sales at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC April 2014 - Present
Morgan Stanley January 2013 - July 2013
First Empire Securities, Inc June 2012 - August 2012
Skills
Economics, Financial Analysis, Financial Modeling, Equity Research, Leadership, Team Leadership, Equities, Microsoft Excel, Equity Trading, Equity Research Analysis, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
MBA, Finance, GPA: 3.96
Saint John's University 2009 — 2013
B.S., Finance, GPA: 3.76
Wolfe Research, LLC April 2014 - Present
Morgan Stanley January 2013 - July 2013
First Empire Securities, Inc June 2012 - August 2012
Skills
Economics, Financial Analysis, Financial Modeling, Equity Research, Leadership, Team Leadership, Equities, Microsoft Excel, Equity Trading, Equity Research Analysis, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
MBA, Finance, GPA: 3.96
Saint John's University 2009 — 2013
B.S., Finance, GPA: 3.76
Lindsay Walker's Morgan Stanley Experience February 2014 - Present
Job Assistant Vice President, Associate Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley Private Wealth Management July 2009 - Present
Skills
Series 7, Series 66, Series 31, Team Leadership, Microsoft Excel, Alternative Investments, Bloomberg, Equities, FINRA, Financial Modeling, Investments, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (M.B.A.), Dual MBA in Finance, Marketing
Lehigh University 2002 — 2006
Bachelor of Science, Marketing, English
Lehigh University - College of Business and Economics 2002 — 2006
Morgan Stanley February 2014 - Present
Morgan Stanley Private Wealth Management July 2009 - Present
Skills
Series 7, Series 66, Series 31, Team Leadership, Microsoft Excel, Alternative Investments, Bloomberg, Equities, FINRA, Financial Modeling, Investments, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (M.B.A.), Dual MBA in Finance, Marketing
Lehigh University 2002 — 2006
Bachelor of Science, Marketing, English
Lehigh University - College of Business and Economics 2002 — 2006
Edna Wyatt's Morgan Stanley Experience 2005 - 2006
Job Director, Litigation Department at WilmerHale
Industry Law Practice
Experience
WilmerHale August 2014 - Present
Crowell & Moring LLP September 2008 - August 2014
HSBC 2002 - 2008
Morgan Stanley 2005 - 2006
Arthur Andersen 2000 - 2002
Skills
Mergers, AML, Risk Management, Financial Services, Corporate Law, Licensing, Litigation, Securities, Employment Law, Capital Markets, Due Diligence, Intellectual Property, Corporate Governance, Financial Analysis, Legal Research, Financial Modeling, Strategic Planning, Legal Writing, Litigation Support, Mediation, Mergers
Education
Fordham University School of Law 1996 — 2000
Juris Doctor (J.D.), Law
Fordham University - Graduate School of Business Administration 1996 — 2000
Master of Business Administration (M.B.A.), 1-Corporate Finance, 2-Communications and Media Management
WilmerHale August 2014 - Present
Crowell & Moring LLP September 2008 - August 2014
HSBC 2002 - 2008
Morgan Stanley 2005 - 2006
Arthur Andersen 2000 - 2002
Skills
Mergers, AML, Risk Management, Financial Services, Corporate Law, Licensing, Litigation, Securities, Employment Law, Capital Markets, Due Diligence, Intellectual Property, Corporate Governance, Financial Analysis, Legal Research, Financial Modeling, Strategic Planning, Legal Writing, Litigation Support, Mediation, Mergers
Education
Fordham University School of Law 1996 — 2000
Juris Doctor (J.D.), Law
Fordham University - Graduate School of Business Administration 1996 — 2000
Master of Business Administration (M.B.A.), 1-Corporate Finance, 2-Communications and Media Management
Michael (Max) Ryan's Morgan Stanley Experience March 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Morgan Stanley March 2009 - February 2011
Morgan Stanley March 2008 - March 2009
Morgan Stanley May 2005 - March 2008
Merrill Lynch October 1994 - April 2005
BZW (Barclays de Zoete Wedd) September 1989 - September 1994
Skills
Fixed Income, Securities, Derivatives, Bonds, MBS, Trading, Financial Reporting, Capital Markets, Investment Banking, Financial Services, FINRA, Collateral Management, Hedge Funds, Equities, Bloomberg, Finance, Risk Management, Financial Modeling, Financial Analysis
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance & Information Systems
University of Vermont 1985 — 1989
BS, Accounting
Morgan Stanley March 2011 - Present
Morgan Stanley March 2009 - February 2011
Morgan Stanley March 2008 - March 2009
Morgan Stanley May 2005 - March 2008
Merrill Lynch October 1994 - April 2005
BZW (Barclays de Zoete Wedd) September 1989 - September 1994
Skills
Fixed Income, Securities, Derivatives, Bonds, MBS, Trading, Financial Reporting, Capital Markets, Investment Banking, Financial Services, FINRA, Collateral Management, Hedge Funds, Equities, Bloomberg, Finance, Risk Management, Financial Modeling, Financial Analysis
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance & Information Systems
University of Vermont 1985 — 1989
BS, Accounting
Jessica Arthars Jessica Arthars's Morgan Stanley Experience 2007 - April 2014
Job Head of Transfer Pricing at Coach, Inc.
Industry Luxury Goods & Jewelry
Experience
Coach May 2014 - Present
Morgan Stanley 2007 - April 2014
General Electric 2003 - 2007
KPMG LLP 2000 - 2003
Skills
International Tax, Valuation, Transfer Pricing, Tax, Financial Analysis, Economics, Tax Accounting, Financial Services, Financial Modeling, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
MS, Taxation
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
Rutgers University-New Brunswick 1997 — 2000
BA, Chemistry
Rutgers University-New Brunswick 1997 — 2000
BA, French
Coach May 2014 - Present
Morgan Stanley 2007 - April 2014
General Electric 2003 - 2007
KPMG LLP 2000 - 2003
Skills
International Tax, Valuation, Transfer Pricing, Tax, Financial Analysis, Economics, Tax Accounting, Financial Services, Financial Modeling, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
MS, Taxation
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
Rutgers University-New Brunswick 1997 — 2000
BA, Chemistry
Rutgers University-New Brunswick 1997 — 2000
BA, French
Todd Wiltshire Todd Wiltshire's Morgan Stanley Experience 1992 - 1996
Job Vice President, Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Credit Agricole 1999 - 2006
BCI Consulting 1997 - 1999
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
ING Commercial Banking 1989 - 1992
Skills
Equities, Securities, Prime Brokerage, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Alternative Investments, Equity Trading, Securities Lending, Commodity, Market Data, Middle Office, Trading, Options
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lafayette College 1982 — 1986
AB, Government & Law
Notre Dame International School
Fidelity Investments June 2006 - Present
Credit Agricole 1999 - 2006
BCI Consulting 1997 - 1999
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
ING Commercial Banking 1989 - 1992
Skills
Equities, Securities, Prime Brokerage, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Alternative Investments, Equity Trading, Securities Lending, Commodity, Market Data, Middle Office, Trading, Options
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lafayette College 1982 — 1986
AB, Government & Law
Notre Dame International School
Mark Pappas Mark Pappas's Morgan Stanley Experience August 2004 - August 2015
Job Senior Vice President, Director of Internal Audit at Amalgamated Bank
Industry Financial Services
Experience
Amalgamated Bank August 2015 - Present
Morgan Stanley August 2004 - August 2015
CALYON (Credit Agricole Indosuez) 2001 - 2004
Zurich Financial Services 1999 - 2001
Bankers Trust 1997 - 1999
Standard Chartered Bank 1992 - 1996
Skills
Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Internal Controls, Financial Analysis, Banking, Fixed Income, Auditing, Corporate Governance, Investment Banking, Derivatives, Sarbanes-Oxley, Finance, Managerial Finance, Securities, Financial Services, Corporate Finance, Financial Modeling, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Queens College
BS, Accounting & Information Systems
Amalgamated Bank August 2015 - Present
Morgan Stanley August 2004 - August 2015
CALYON (Credit Agricole Indosuez) 2001 - 2004
Zurich Financial Services 1999 - 2001
Bankers Trust 1997 - 1999
Standard Chartered Bank 1992 - 1996
Skills
Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Internal Controls, Financial Analysis, Banking, Fixed Income, Auditing, Corporate Governance, Investment Banking, Derivatives, Sarbanes-Oxley, Finance, Managerial Finance, Securities, Financial Services, Corporate Finance, Financial Modeling, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Queens College
BS, Accounting & Information Systems
Jason Coleman's Morgan Stanley Experience September 2012 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley September 2012 - Present
Education
Fordham Gabelli School of Business 2008 — 2011
MBA
Northern Michigan University 1995 — 1999
BA
Morgan Stanley September 2012 - Present
Education
Fordham Gabelli School of Business 2008 — 2011
MBA
Northern Michigan University 1995 — 1999
BA
Blake Browne's Morgan Stanley Experience November 2014 - Present
Job Finance Project Manager
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
IBM May 2013 - November 2014
The Lab Consulting Partnership, Inc. August 2010 - May 2013
Swiss Data Group March 2009 - August 2010
Meiselman, Denlea, Packman, Carton & Eberz P.C. February 2008 - September 2008
NBC Universal October 2007 - December 2007
The Bank of New York Mellon June 2007 - August 2007
Transit Center Inc. March 2007 - April 2007
Translatus December 2004 - January 2007
Skills
Microsoft Office, Customer Relations, Change Management, Process Improvement, Business Analysis, Excel, Business Process..., Process Engineering, Management Consulting, Word, Budgeting, Analysis, Contract Negotiation, Strategic Planning, HTML, Photoshop, PowerPoint, Social Media, Business Strategy, Risk Management, Visio, Problem Solving, Operations Management, Program Management, Writing, Negotiation, Product Development, Business Management, Illustrator, Process Mapping, Financial Analysis, Public Speaking, Outlook, Web Design, MS Project, Requirements Analysis, Financial Reporting, Business Process Mapping, Microsoft Excel, Due Diligence, Strategy, Leadership, Cross-functional Team..., Management, Competitive Analysis, CRM
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Management Systems
University of Vermont 2000 — 2004
BA, Classical Civilization
Morgan Stanley November 2014 - Present
IBM May 2013 - November 2014
The Lab Consulting Partnership, Inc. August 2010 - May 2013
Swiss Data Group March 2009 - August 2010
Meiselman, Denlea, Packman, Carton & Eberz P.C. February 2008 - September 2008
NBC Universal October 2007 - December 2007
The Bank of New York Mellon June 2007 - August 2007
Transit Center Inc. March 2007 - April 2007
Translatus December 2004 - January 2007
Skills
Microsoft Office, Customer Relations, Change Management, Process Improvement, Business Analysis, Excel, Business Process..., Process Engineering, Management Consulting, Word, Budgeting, Analysis, Contract Negotiation, Strategic Planning, HTML, Photoshop, PowerPoint, Social Media, Business Strategy, Risk Management, Visio, Problem Solving, Operations Management, Program Management, Writing, Negotiation, Product Development, Business Management, Illustrator, Process Mapping, Financial Analysis, Public Speaking, Outlook, Web Design, MS Project, Requirements Analysis, Financial Reporting, Business Process Mapping, Microsoft Excel, Due Diligence, Strategy, Leadership, Cross-functional Team..., Management, Competitive Analysis, CRM
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Management Systems
University of Vermont 2000 — 2004
BA, Classical Civilization
Kevin Gaffney's Morgan Stanley Experience January 2015 - Present
Job Senior IT Project Manager
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
JPMorgan Chase July 2013 - September 2014
JPMorgan/Chase April 2010 - July 2013
Mizuho Bank July 2007 - January 2009
JPMorgan Chase January 2005 - December 2006
JPMorgan Chase January 2004 - December 2004
JPMorgan Chase July 2000 - December 2003
JPMorgan Chase January 1994 - December 1999
Skills
Integration, Program Management, CRM, PMO, Outsourcing, Strategy, Data Center, Management, Project Planning, Quality Assurance, Governance, Team Leadership, Requirements Gathering, Budgets, Information Technology
Education
Fordham University - Graduate School of Business Administration 1972 — 1974
MBA, Business Administration
Manhattan College 1968 — 1972
B.S., Accounting
Morgan Stanley January 2015 - Present
JPMorgan Chase July 2013 - September 2014
JPMorgan/Chase April 2010 - July 2013
Mizuho Bank July 2007 - January 2009
JPMorgan Chase January 2005 - December 2006
JPMorgan Chase January 2004 - December 2004
JPMorgan Chase July 2000 - December 2003
JPMorgan Chase January 1994 - December 1999
Skills
Integration, Program Management, CRM, PMO, Outsourcing, Strategy, Data Center, Management, Project Planning, Quality Assurance, Governance, Team Leadership, Requirements Gathering, Budgets, Information Technology
Education
Fordham University - Graduate School of Business Administration 1972 — 1974
MBA, Business Administration
Manhattan College 1968 — 1972
B.S., Accounting
Nataliya Samodov's Morgan Stanley Experience December 2009 - Present
Job
Industry Financial Services
Experience
Morgan Stanley December 2009 - Present
Skills
Financial Planning and..., Financial Modeling, Excel, PowerPoint, Essbase, Access, Hyperion/Essbase, Oracle, Accounting, Microsoft Excel, Finance, Financial Planning
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Finance
State University 'Lviv Polytechnics'
BS, Computer Science
Morgan Stanley December 2009 - Present
Skills
Financial Planning and..., Financial Modeling, Excel, PowerPoint, Essbase, Access, Hyperion/Essbase, Oracle, Accounting, Microsoft Excel, Finance, Financial Planning
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Finance
State University 'Lviv Polytechnics'
BS, Computer Science
Jerry Luff, CFP's Morgan Stanley Experience January 1990 - January 1995
Job Chief Operating Officer, Baker Avenue Asset Management
Industry Investment Management
Experience
Baker Ave Asset Management March 2006 - Present
Bank of America March 2000 - February 2006
Bear Stearns May 1995 - February 2000
Morgan Stanley January 1990 - January 1995
Skills
Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations, Fixed Income, Equities, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Investment Management, Retirement Planning, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Finance
NCHS 1980 — 1984
Baker Ave Asset Management March 2006 - Present
Bank of America March 2000 - February 2006
Bear Stearns May 1995 - February 2000
Morgan Stanley January 1990 - January 1995
Skills
Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations, Fixed Income, Equities, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Investment Management, Retirement Planning, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Finance
NCHS 1980 — 1984
Catherine Nitschke's Morgan Stanley Experience February 1997 - September 1998
Job Executive Director, J.P. Morgan Institutional Client Relationship Management
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
JPMorgan August 2007 - October 2010
JPMorgan August 2005 - August 2007
JPMorgan September 1998 - August 2005
Morgan Stanley February 1997 - September 1998
Morgan Stanley September 1988 - February 1997
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Equities, Alternative Investments, Relationship Management, Derivatives, Financial Services, Banking, Asset Management, Series 7, Series 63, Bonds, Financial Markets, Portfolio Management, Wealth Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1983 — 1987
B.S., Business Economics
JPMorgan Chase November 2010 - Present
JPMorgan August 2007 - October 2010
JPMorgan August 2005 - August 2007
JPMorgan September 1998 - August 2005
Morgan Stanley February 1997 - September 1998
Morgan Stanley September 1988 - February 1997
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Equities, Alternative Investments, Relationship Management, Derivatives, Financial Services, Banking, Asset Management, Series 7, Series 63, Bonds, Financial Markets, Portfolio Management, Wealth Management, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1983 — 1987
B.S., Business Economics
Barbara Dornau's Morgan Stanley Experience July 1996 - November 2000
Job Senior Marketing Associate at Ernst & Young
Industry Marketing and Advertising
Experience
Ernst & Young August 2008 - Present
American Express May 2008 - August 2008
American Management Association August 2007 - November 2007
Ivy Asset Management July 2002 - August 2003
Astoria Federal Savings November 2000 - August 2001
Morgan Stanley July 1996 - November 2000
Skills
Social Media Marketing, Digital Marketing, Marketing Strategy, Marketing, Integrated Marketing, Email Marketing, Marketing Communications, Direct Marketing, Online Marketing, Digital Strategy, Analytics, Marketing Research, Marketing Management, Market Research, Advertising
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Marketing & Communications Media Management
Fordham University 1987 — 1991
BS, Psychology
Ernst & Young August 2008 - Present
American Express May 2008 - August 2008
American Management Association August 2007 - November 2007
Ivy Asset Management July 2002 - August 2003
Astoria Federal Savings November 2000 - August 2001
Morgan Stanley July 1996 - November 2000
Skills
Social Media Marketing, Digital Marketing, Marketing Strategy, Marketing, Integrated Marketing, Email Marketing, Marketing Communications, Direct Marketing, Online Marketing, Digital Strategy, Analytics, Marketing Research, Marketing Management, Market Research, Advertising
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Marketing & Communications Media Management
Fordham University 1987 — 1991
BS, Psychology
Pete Troisi's Morgan Stanley Experience February 2009 - Present
Job
Industry Financial Services
Experience
Morgan Stanley February 2009 - Present
Red Pine Advisors June 2008 - February 2009
Bear Stearns & Co., Inc. April 2007 - March 2008
Standard & Poor's February 2004 - March 2007
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Accounting/Finance
Franklin & Marshall College 1997 — 2001
Morgan Stanley February 2009 - Present
Red Pine Advisors June 2008 - February 2009
Bear Stearns & Co., Inc. April 2007 - March 2008
Standard & Poor's February 2004 - March 2007
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Accounting/Finance
Franklin & Marshall College 1997 — 2001
Joseph Morocco's Morgan Stanley Experience October 2007 - August 2011
Job Vice President, Global Real Estate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
BlackRock August 2011 - June 2013
Morgan Stanley October 2007 - August 2011
Gensler June 2005 - October 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Project Finance, Financial Reporting, Finance, Due Diligence, Accounting, Financial Services, Managerial Finance, Budgets, Tax, Analysis, Forecasting, Strategic Financial..., Strategy, Corporate Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Accounting
Siena College 2001 — 2005
BBA, Accounting
CoreNetGlobal Masters of Corporate Real Estate
MCR (in progress)
New York University
SCPS, Schack Institute of Real Estate
JPMorgan Chase June 2013 - Present
BlackRock August 2011 - June 2013
Morgan Stanley October 2007 - August 2011
Gensler June 2005 - October 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Project Finance, Financial Reporting, Finance, Due Diligence, Accounting, Financial Services, Managerial Finance, Budgets, Tax, Analysis, Forecasting, Strategic Financial..., Strategy, Corporate Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Accounting
Siena College 2001 — 2005
BBA, Accounting
CoreNetGlobal Masters of Corporate Real Estate
MCR (in progress)
New York University
SCPS, Schack Institute of Real Estate
Carol Breyer's Morgan Stanley Experience October 2000 - March 2002
Job Senior Consultant
Industry Computer Software
Experience
Edgewater Ranzal August 2012 - Present
Hyperion Solutions March 2002 - February 2007
Morgan Stanley October 2000 - March 2002
Hyperion Solutions January 1997 - September 2000
Systems Union December 1993 - January 1997
Monsieur Henri Wines, Ltd. August 1988 - November 1993
Skills
Business Intelligence, OLAP, Product Management, Pre-sales, Data Integration, Enterprise Software, Requirements Analysis, Enterprise Architecture, Data Modeling, Integration, Data Quality, Oracle, Business Process...
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Management
Manhattan College 1984 — 1988
BS, Marketing/CIS
Edgewater Ranzal August 2012 - Present
Hyperion Solutions March 2002 - February 2007
Morgan Stanley October 2000 - March 2002
Hyperion Solutions January 1997 - September 2000
Systems Union December 1993 - January 1997
Monsieur Henri Wines, Ltd. August 1988 - November 1993
Skills
Business Intelligence, OLAP, Product Management, Pre-sales, Data Integration, Enterprise Software, Requirements Analysis, Enterprise Architecture, Data Modeling, Integration, Data Quality, Oracle, Business Process...
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Management
Manhattan College 1984 — 1988
BS, Marketing/CIS
Heather Tancredi's Morgan Stanley Experience February 2005 - April 2012
Job SVP, Business Strategy & Initiatives Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
Corey Washington's Morgan Stanley Experience September 2006 - September 2009
Job Head of Compensation for Private Banking and Investment Mgmt at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
Matt Kulekofsky's Morgan Stanley Experience 1997 - 2000
Job Executive Director Global Structured Products at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
Kevin Breslin's Morgan Stanley Experience December 2004 - April 2008
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup April 2008 - Present
Morgan Stanley December 2004 - April 2008
JPMorgan Chase & Company September 1998 - December 2004
Skills
Financial Analysis, Wealth Management, Strategic Financial..., Finance, Private Banking
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Towson University 1994 — 1998
BS, Marketing
Citigroup April 2008 - Present
Morgan Stanley December 2004 - April 2008
JPMorgan Chase & Company September 1998 - December 2004
Skills
Financial Analysis, Wealth Management, Strategic Financial..., Finance, Private Banking
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Towson University 1994 — 1998
BS, Marketing
Raja Naresh, CTP, MBA's Morgan Stanley Experience November 2002 - April 2005
Job Middle Office professional
Industry Financial Services
Experience
Bank of America August 2015 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank September 2013 - May 2014
Barclays August 2012 - June 2013
Merrill Lynch September 2007 - May 2012
Morgan Stanley November 2002 - April 2005
Skills
Derivatives, Fixed Income, Bloomberg, Banking, Product Control, Trade Support, Interest Rate..., Operations, Middle Office, CTP, SQL
Education
University of Mumbai 1990 — 1994
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Bank of America August 2015 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank September 2013 - May 2014
Barclays August 2012 - June 2013
Merrill Lynch September 2007 - May 2012
Morgan Stanley November 2002 - April 2005
Skills
Derivatives, Fixed Income, Bloomberg, Banking, Product Control, Trade Support, Interest Rate..., Operations, Middle Office, CTP, SQL
Education
University of Mumbai 1990 — 1994
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Karina Mattis's Morgan Stanley Experience July 1994 - July 2007
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse August 2007 - May 2015
Morgan Stanley July 1994 - July 2007
Skills
Structured Products, Series 7, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Securities, Equity Derivatives, Series 63, Financial Markets, Portfolio Management, Wealth Management, Certified Investment...
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, English
Credit Suisse June 2015 - Present
Credit Suisse August 2007 - May 2015
Morgan Stanley July 1994 - July 2007
Skills
Structured Products, Series 7, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Securities, Equity Derivatives, Series 63, Financial Markets, Portfolio Management, Wealth Management, Certified Investment...
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, English
Kelli McGowan McCourt's Morgan Stanley Experience June 1990 - June 1993
Job Director of Editorial Operations at Boardroom Inc.
Industry Publishing
Experience
Boardroom Inc. June 1993 - Present
Morgan Stanley June 1990 - June 1993
Boating Industry Magazine June 1983 - June 1990
Book of the Month Club 1986 - 1990
Skills
Editing, Customer Service, Desktop Publishing, Organizational..., Production Management, Process Improvement, Process Development, Process Management, Department Management, Departmental Liaison
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (M.B.A.), Marketing/Communications
Hofstra University 1981 — 1983
Bachelor of Arts (B.A.), Journalism
Stony Brook University 1979 — 1981
Boardroom Inc. June 1993 - Present
Morgan Stanley June 1990 - June 1993
Boating Industry Magazine June 1983 - June 1990
Book of the Month Club 1986 - 1990
Skills
Editing, Customer Service, Desktop Publishing, Organizational..., Production Management, Process Improvement, Process Development, Process Management, Department Management, Departmental Liaison
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (M.B.A.), Marketing/Communications
Hofstra University 1981 — 1983
Bachelor of Arts (B.A.), Journalism
Stony Brook University 1979 — 1981
karma pemba's Morgan Stanley Experience April 2014 - Present
Job Investment Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Skills
Financial Modeling, Capital Markets, Valuation, Fixed Income, Bloomberg, Project Finance, Private Equity, Hedge Funds, Equities, Derivatives, Alternative Investments, Structured Finance, Emerging Markets, Securities, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA), Finance, General
Morgan Stanley April 2014 - Present
Skills
Financial Modeling, Capital Markets, Valuation, Fixed Income, Bloomberg, Project Finance, Private Equity, Hedge Funds, Equities, Derivatives, Alternative Investments, Structured Finance, Emerging Markets, Securities, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA), Finance, General
Ashley Tieng's Morgan Stanley Experience August 2012 - Present
Job Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley August 2012 - Present
Star Management July 2011 - August 2012
Marsh USA April 2006 - June 2011
Skills
Insurance, Business Process..., Risk Management, Business Analysis, Process Improvement, Program Management, Enterprise Risk..., Change Management
Education
Fordham Gabelli School of Business 2004 — 2006
De La Salle University - College of St. Benilde 2000 — 2003
Bachelor's Degree, Business Administration, Infromation Services Management
Xavier School 1993 — 1997
High School
Morgan Stanley August 2012 - Present
Star Management July 2011 - August 2012
Marsh USA April 2006 - June 2011
Skills
Insurance, Business Process..., Risk Management, Business Analysis, Process Improvement, Program Management, Enterprise Risk..., Change Management
Education
Fordham Gabelli School of Business 2004 — 2006
De La Salle University - College of St. Benilde 2000 — 2003
Bachelor's Degree, Business Administration, Infromation Services Management
Xavier School 1993 — 1997
High School
Karim Keshodkar, CFA's Morgan Stanley Experience February 2008 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley February 2008 - Present
Skills
Chartered Financial...
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Accounting and Finance
New York University
Morgan Stanley February 2008 - Present
Skills
Chartered Financial...
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Accounting and Finance
New York University
David Lew's Morgan Stanley Experience July 2002 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Barclays Private Bank Americas September 1999 - July 2002
Citibank June 1985 - September 1999
Skills
Bloomberg, Options, FX trading, Wealth Management..., Equities, Asset Management, Private Banking, Foreign Exchange, Financial Services, Investments, Alternative Investments, Corporate Finance, Wealth Management, Portfolio Management, Financial Modeling, Fixed Income, Series 7, Investment Advisory, Trading, Valuation, Capital Markets, Financial Risk, FX Options, Investment Banking, Bonds, Securities, Series 63, Derivatives, Hedge Funds, Asset Allocation, Mutual Funds, Banking, Financial Markets, Private Equity, Structured Products, Risk Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
New York University 1981 — 1985
BA, Biology, Minor Economics/Math
Morgan Stanley July 2002 - Present
Barclays Private Bank Americas September 1999 - July 2002
Citibank June 1985 - September 1999
Skills
Bloomberg, Options, FX trading, Wealth Management..., Equities, Asset Management, Private Banking, Foreign Exchange, Financial Services, Investments, Alternative Investments, Corporate Finance, Wealth Management, Portfolio Management, Financial Modeling, Fixed Income, Series 7, Investment Advisory, Trading, Valuation, Capital Markets, Financial Risk, FX Options, Investment Banking, Bonds, Securities, Series 63, Derivatives, Hedge Funds, Asset Allocation, Mutual Funds, Banking, Financial Markets, Private Equity, Structured Products, Risk Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
New York University 1981 — 1985
BA, Biology, Minor Economics/Math
Sean Keville, CFA's Morgan Stanley Experience 2009 - 2014
Job Fixed Income Sales Trader, Sr. VP at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. 2014 - Present
Morgan Stanley 2009 - 2014
CJS Securities 2008 - 2009
Morgan Stanley 2005 - 2007
Morgan Stanley 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Fordham Gabelli School of Business
Moravian College
Peddie School
R. Seelaus & Co., Inc. 2014 - Present
Morgan Stanley 2009 - 2014
CJS Securities 2008 - 2009
Morgan Stanley 2005 - 2007
Morgan Stanley 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Fordham Gabelli School of Business
Moravian College
Peddie School
Brad Roth's Morgan Stanley Experience 1989 - 1994
Job Director at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
RBC Capital Markets January 2007 - May 2010
Carlin 2001 - 2006
Morgan Stanley 1989 - 1994
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Lehigh University 1981 — 1985
BS, Computer Science
UBS July 2010 - Present
RBC Capital Markets January 2007 - May 2010
Carlin 2001 - 2006
Morgan Stanley 1989 - 1994
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Lehigh University 1981 — 1985
BS, Computer Science
Jeremy Warren's Morgan Stanley Experience May 2006 - February 2008
Job Director Head of Americas Liability Management at HSBC Securities
Industry Banking
Experience
HSBC Securities July 2010 - Present
Morgan Stanley May 2006 - February 2008
ABN AMRO October 2003 - May 2006
Merrill Lynch July 1999 - September 2003
Skills
Capital Markets, Investment Banking, Corporate Finance, Financial Structuring, Debt Restructuring, High Yield, Restructuring, Finance, Banking, Financial Institutions, Credit, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2009 — 2014
MBA, Finance and Accounting
University of St. Andrews 1995 — 1999
MA, Economics and Management
Radley College 1990 — 1995
HSBC Securities July 2010 - Present
Morgan Stanley May 2006 - February 2008
ABN AMRO October 2003 - May 2006
Merrill Lynch July 1999 - September 2003
Skills
Capital Markets, Investment Banking, Corporate Finance, Financial Structuring, Debt Restructuring, High Yield, Restructuring, Finance, Banking, Financial Institutions, Credit, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2009 — 2014
MBA, Finance and Accounting
University of St. Andrews 1995 — 1999
MA, Economics and Management
Radley College 1990 — 1995
Michael Arias's Morgan Stanley Experience April 2015 - Present
Job Trader Bank Resource Management
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
HSBC July 2012 - August 2014
HSBC January 2008 - August 2010
Bear Stearns - Bear Stearns Asset Management April 2007 - December 2007
AllianceBernstein February 2006 - April 2007
Skills
Series 63, Series 7, Series 55, Capital Markets, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Finance
Morgan Stanley April 2015 - Present
HSBC July 2012 - August 2014
HSBC January 2008 - August 2010
Bear Stearns - Bear Stearns Asset Management April 2007 - December 2007
AllianceBernstein February 2006 - April 2007
Skills
Series 63, Series 7, Series 55, Capital Markets, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Finance
John Marinaccio's Morgan Stanley Experience September 2003 - September 2005
Job Director of Trading, MSRB Principal, AMLCO
Industry Financial Services
Experience
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
Chris Busch's Morgan Stanley Experience December 2008 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2008 - Present
Morgan Stanley September 2005 - December 2008
Morgan Stanley July 2002 - September 2005
Skills
Series 7, Fixed Income, Equities, Series 63, Alternative Investments, Capital Markets, Wealth Management, Bloomberg, Hedge Funds, Investments, Securities, Asset Management, Derivatives, Portfolio Management, Mutual Funds, Asset Allocation, Bonds, Structured Products, FINRA, Investment Banking
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance & Business Economics
Le Moyne College 1998 — 2002
BS, Business Administration
Morgan Stanley December 2008 - Present
Morgan Stanley September 2005 - December 2008
Morgan Stanley July 2002 - September 2005
Skills
Series 7, Fixed Income, Equities, Series 63, Alternative Investments, Capital Markets, Wealth Management, Bloomberg, Hedge Funds, Investments, Securities, Asset Management, Derivatives, Portfolio Management, Mutual Funds, Asset Allocation, Bonds, Structured Products, FINRA, Investment Banking
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance & Business Economics
Le Moyne College 1998 — 2002
BS, Business Administration
Brian Levitt's Morgan Stanley Experience September 1998 - March 2000
Job Senior Investment Strategist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2000 - Present
Morgan Stanley September 1998 - March 2000
Skills
Financial Analysis, Change Management, Finance, Economics, Data Analysis, Risk Management
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
University of Michigan 1994 — 1998
Bachelor’s Degree, Economics
OppenheimerFunds April 2000 - Present
Morgan Stanley September 1998 - March 2000
Skills
Financial Analysis, Change Management, Finance, Economics, Data Analysis, Risk Management
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
University of Michigan 1994 — 1998
Bachelor’s Degree, Economics
Francis Gomez's Morgan Stanley Experience September 2013 - Present
Job Executive Director at Morgan Stanley Legal and Compliance
Industry Banking
Experience
Morgan Stanley September 2013 - Present
KPMG Advisory - Financial Services Regulatory Practice November 2004 - September 2013
Federal Reserve Bank of New York August 1992 - November 2004
Skills
Risk Management, Enterprise Risk..., Internal Controls, Operational Risk, Banking, Operational Risk..., Financial Services, Basel II, Corporate Governance, Credit Risk, Capital Markets, AML, Financial Institutions, Market Risk, Financial Risk, Asset Management, Risk Assessment, Finance, Regulations, IT Audit, Liquidity Risk, Financial Regulation, CISA, Governance, Commercial Banking, Bank Secrecy Act, Stress Testing, Sarbanes-Oxley, Interest Rate Risk..., OFAC, Credit, Portfolio Management, Financial Markets, Structured Finance, KYC, Fixed Income, Corporate Finance, Derivatives, Trading
Education
Fordham University
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Morgan Stanley September 2013 - Present
KPMG Advisory - Financial Services Regulatory Practice November 2004 - September 2013
Federal Reserve Bank of New York August 1992 - November 2004
Skills
Risk Management, Enterprise Risk..., Internal Controls, Operational Risk, Banking, Operational Risk..., Financial Services, Basel II, Corporate Governance, Credit Risk, Capital Markets, AML, Financial Institutions, Market Risk, Financial Risk, Asset Management, Risk Assessment, Finance, Regulations, IT Audit, Liquidity Risk, Financial Regulation, CISA, Governance, Commercial Banking, Bank Secrecy Act, Stress Testing, Sarbanes-Oxley, Interest Rate Risk..., OFAC, Credit, Portfolio Management, Financial Markets, Structured Finance, KYC, Fixed Income, Corporate Finance, Derivatives, Trading
Education
Fordham University
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Manuel Socorro's Morgan Stanley Experience 1996 - 2006
Job VP Sales – Global Treasury Management Solutions ✔ Corporate Treasury Practitioner ✔ Consultative Sales ✔
Industry Banking
Experience
U.S. Bank September 2013 - August 2015
BNY Mellon January 2011 - September 2013
The Bank of New York Mellon September 2006 - December 2011
Morgan Stanley 1996 - 2006
Skills
Treasury Services, Fixed Income, Relationship Management, Capital Markets, Asset Managment, Equities, Asset Management, Treasury Management, Financial Services, Strategic Planning, Banking, Business Development, Securities, Cash Management, Derivatives, Portfolio Management, Product Management, Treasury, Risk Management, Investments
Education
Fordham Gabelli School of Business 2002 — 2007
MBA, Finance
Fordham University 1991 — 1995
BS, Business Administration
The Peddie School 1990 — 1991
U.S. Bank September 2013 - August 2015
BNY Mellon January 2011 - September 2013
The Bank of New York Mellon September 2006 - December 2011
Morgan Stanley 1996 - 2006
Skills
Treasury Services, Fixed Income, Relationship Management, Capital Markets, Asset Managment, Equities, Asset Management, Treasury Management, Financial Services, Strategic Planning, Banking, Business Development, Securities, Cash Management, Derivatives, Portfolio Management, Product Management, Treasury, Risk Management, Investments
Education
Fordham Gabelli School of Business 2002 — 2007
MBA, Finance
Fordham University 1991 — 1995
BS, Business Administration
The Peddie School 1990 — 1991
Nina Sudnik DeRosa's Morgan Stanley Experience 2012 - Present
Job Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Goldman Sachs March 2005 - July 2011
JP Morgan March 1997 - March 2005
Skills
Portfolio Management, Equities, Trading Systems, Derivatives, Hedge Funds, Electronic Trading, Middle Office, Bloomberg, Equity Derivatives, Options, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
The College of New Jersey
Finance, General
Morgan Stanley 2012 - Present
Goldman Sachs March 2005 - July 2011
JP Morgan March 1997 - March 2005
Skills
Portfolio Management, Equities, Trading Systems, Derivatives, Hedge Funds, Electronic Trading, Middle Office, Bloomberg, Equity Derivatives, Options, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
The College of New Jersey
Finance, General
Melissa Talarico's Morgan Stanley Experience 2002 - 2005
Job
Industry Real Estate
Experience
Alaric Compliance Services, LLC March 2008 - Present
The Corcoran Group May 2005 - December 2008
morgan stanley 2002 - 2005
American Express Company July 1978 - April 1998
Education
Seton Hall University 1971 — 1975
BS, Accounting
Fordham Gabelli School of Business
MBA, Marketing
Alaric Compliance Services, LLC March 2008 - Present
The Corcoran Group May 2005 - December 2008
morgan stanley 2002 - 2005
American Express Company July 1978 - April 1998
Education
Seton Hall University 1971 — 1975
BS, Accounting
Fordham Gabelli School of Business
MBA, Marketing
James Condolff's Morgan Stanley Experience June 2012 - Present
Job Credit Risk Management Professional
Industry Banking
Experience
Morgan Stanley June 2012 - Present
Merrill Lynch/Bank Of America April 2007 - May 2012
Citigroup January 1995 - April 2007
Skills
Fixed Income, Corporate Finance, Portfolio Management, Risk Management, Credit, Credit Analysis, Derivatives, Financial Services, Wealth Management, Investments, Series 7, Investment Banking, Capital Markets, Financial Markets, Banking, Financial Modeling, Alternative Investments, Basel II, Equities, Asset Management, Credit Risk, Private Equity, Financial Risk, Structured Finance, Hedge Funds, FX Options, Private Banking, Securities, Financial Structuring
Education
Fordham Gabelli School of Business
MBA, Banking & Finance with International Business Desingation
Villanova University
BS, Business Administration with Finance Concentration
Morgan Stanley June 2012 - Present
Merrill Lynch/Bank Of America April 2007 - May 2012
Citigroup January 1995 - April 2007
Skills
Fixed Income, Corporate Finance, Portfolio Management, Risk Management, Credit, Credit Analysis, Derivatives, Financial Services, Wealth Management, Investments, Series 7, Investment Banking, Capital Markets, Financial Markets, Banking, Financial Modeling, Alternative Investments, Basel II, Equities, Asset Management, Credit Risk, Private Equity, Financial Risk, Structured Finance, Hedge Funds, FX Options, Private Banking, Securities, Financial Structuring
Education
Fordham Gabelli School of Business
MBA, Banking & Finance with International Business Desingation
Villanova University
BS, Business Administration with Finance Concentration
Marybeth Cagney's Morgan Stanley Experience March 2007 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2007 - Present
Morgan Stanley (New York, NY) 1987 - Present
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
Saint Bonaventure University 1981 — 1985
BS, finance
Morgan Stanley March 2007 - Present
Morgan Stanley (New York, NY) 1987 - Present
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
Saint Bonaventure University 1981 — 1985
BS, finance
Julie Sanoff's Morgan Stanley Experience 1992 - 1994
Job Senior Marketing Manager at American Express
Industry Financial Services
Experience
American Express August 1998 - Present
L'Oréal 1994 - 1998
Morgan Stanley 1992 - 1994
Skills
Customer Acquisition, B2B Marketing, Segmentation, Direct Marketing, Multi-channel Marketing, Analytics, Strategic Partnerships, Positioning, Digital Marketing, Customer Retention, Integrated Marketing, Customer Experience, Marketing Strategy, Email Marketing, Customer Insight, Marketing Management, Marketing, Management, Strategy
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Marketing
Rutgers University-New Brunswick 1988 — 1992
BS, Business, Marketing
American Express August 1998 - Present
L'Oréal 1994 - 1998
Morgan Stanley 1992 - 1994
Skills
Customer Acquisition, B2B Marketing, Segmentation, Direct Marketing, Multi-channel Marketing, Analytics, Strategic Partnerships, Positioning, Digital Marketing, Customer Retention, Integrated Marketing, Customer Experience, Marketing Strategy, Email Marketing, Customer Insight, Marketing Management, Marketing, Management, Strategy
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Marketing
Rutgers University-New Brunswick 1988 — 1992
BS, Business, Marketing
Jamie Kudrako's Morgan Stanley Experience 1998 - 2002
Job Senior Vice President at Ares Management
Industry Capital Markets
Experience
Ares Management December 2008 - Present
Swiss Re June 2004 - August 2008
The Bank of New York 2002 - 2004
Morgan Stanley 1998 - 2002
Skills
Fixed Income, Capital Markets, Derivatives, Alternative Investments, Investments, Asset Management
Education
Fordham Gabelli School of Business
MBA, Finance & Business Economics
Susquehanna University
Bachelor of Science (B.S.), Business Administration
Wyoming Area High School
Ares Management December 2008 - Present
Swiss Re June 2004 - August 2008
The Bank of New York 2002 - 2004
Morgan Stanley 1998 - 2002
Skills
Fixed Income, Capital Markets, Derivatives, Alternative Investments, Investments, Asset Management
Education
Fordham Gabelli School of Business
MBA, Finance & Business Economics
Susquehanna University
Bachelor of Science (B.S.), Business Administration
Wyoming Area High School
Lee Anne Milhiser's Morgan Stanley Experience November 2004 - June 2008
Job Global Risk Management Executive
Industry Financial Services
Experience
Searching for a New Opportunity November 2014 - Present
AIG July 2012 - November 2014
MF Global July 2008 - November 2011
Morgan Stanley November 2004 - June 2008
Deutsche Bank Securities February 2002 - May 2004
Donaldson, Lufkin & Jenrette June 1993 - January 2001
Bear Stearns November 1990 - June 1993
Skills
Operational Risk, Re-engineering, Equities, Derivatives, Risk, Risk Management, Enterprise Risk..., Operational Risk..., Financial Risk, Capital Markets, Fixed Income, Trading, Strategy, Finance, Corporate Finance, Options, Financial Services, Internal Controls, Basel II, Securities, Management, Mentoring
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
Searching for a New Opportunity November 2014 - Present
AIG July 2012 - November 2014
MF Global July 2008 - November 2011
Morgan Stanley November 2004 - June 2008
Deutsche Bank Securities February 2002 - May 2004
Donaldson, Lufkin & Jenrette June 1993 - January 2001
Bear Stearns November 1990 - June 1993
Skills
Operational Risk, Re-engineering, Equities, Derivatives, Risk, Risk Management, Enterprise Risk..., Operational Risk..., Financial Risk, Capital Markets, Fixed Income, Trading, Strategy, Finance, Corporate Finance, Options, Financial Services, Internal Controls, Basel II, Securities, Management, Mentoring
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
Richard Kirikian's Morgan Stanley Experience 1995 - 2002
Job Managing Director at Societe Generale Corporate and Investment Banking SGCIB
Industry Real Estate
Experience
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
Scott Lopez's Morgan Stanley Experience February 2010 - April 2011
Job Portfolio Manager at John Wiley and Sons
Industry Publishing
Experience
John Wiley and Sons August 2013 - Present
The College Board April 2011 - May 2013
Morgan Stanley February 2010 - April 2011
Morgan Stanley June 2008 - February 2010
Morgan Stanley May 2005 - June 2008
SCHERING-PLOUGH CORPORATION June 2003 - May 2005
AEGON/DIVERSIFIED INVESTMENT ADVISORS January 2001 - January 2002
Computer Sciences Corporation September 1997 - February 2001
Skills
Strategic Planning, Product Strategy and..., Product Management, Program Management, Relationship Management, Competitive Analysis, New Business Development, Business Analysis, Risk Management, Cross-functional Team..., Mentoring/Coaching, Leadership, Business Development, Business Strategy, Management, Project Management, Business Process, PMO, Market Research, Project Planning, Integration, Budgets, Product Marketing
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Management Systems and Marketing
Fordham University - Graduate School of Business Administration 2012 — 2012
MBA - Management Systems & Marketing, Non-Profit Leadership Program
University of Rochester 1994 — 1997
BA, Economics
John Wiley and Sons August 2013 - Present
The College Board April 2011 - May 2013
Morgan Stanley February 2010 - April 2011
Morgan Stanley June 2008 - February 2010
Morgan Stanley May 2005 - June 2008
SCHERING-PLOUGH CORPORATION June 2003 - May 2005
AEGON/DIVERSIFIED INVESTMENT ADVISORS January 2001 - January 2002
Computer Sciences Corporation September 1997 - February 2001
Skills
Strategic Planning, Product Strategy and..., Product Management, Program Management, Relationship Management, Competitive Analysis, New Business Development, Business Analysis, Risk Management, Cross-functional Team..., Mentoring/Coaching, Leadership, Business Development, Business Strategy, Management, Project Management, Business Process, PMO, Market Research, Project Planning, Integration, Budgets, Product Marketing
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Management Systems and Marketing
Fordham University - Graduate School of Business Administration 2012 — 2012
MBA - Management Systems & Marketing, Non-Profit Leadership Program
University of Rochester 1994 — 1997
BA, Economics
Frederick C Appel's Morgan Stanley Experience August 2010 - September 2011
Job Experienced Executive
Industry Financial Services
Experience
Self Employed January 2014 - Present
Morgan Stanley August 2010 - September 2011
Lehman Brothers June 2003 - August 2004
Lehman Brothers January 1999 - June 2003
Lehman Brothers December 1996 - December 1998
Lehman Brothers January 1994 - December 1996
Salomon Brothers November 1993 - January 1994
Salomon Brothers June 1990 - November 1993
Salomon Brothers January 1988 - June 1990
Salomon Brothers June 1983 - December 1987
Skills
Program Trading, Equity Derivatives, Volatility, Derivatives, Swaps, Quant, Equities, Options, Hedging, Trading, Risk Management, Asset Management, Valuation, Portfolio Management, Structured Products, Electronic Trading, Series 7, Convertible Bonds, Equity Trading, Middle Office, FX, Special Situations, Securities Lending, Trading Strategies, Proprietary Trading, Global Macro, ETFs, Arbitrage, Convertible Arbitrage, Relative Value, Options Strategies, FX Options, Capital Markets, Investment Banking, Risk Arbitrage, Securities, Financial Risk, Quantitative Investing, Fixed Income, Hedge Funds, Trading Systems
Education
Fordham Gabelli School of Business 1979 — 1982
MBA, Finance
Queen's College 1975 — 1979
Bachelor's degree, Accounting and Economics
Self Employed January 2014 - Present
Morgan Stanley August 2010 - September 2011
Lehman Brothers June 2003 - August 2004
Lehman Brothers January 1999 - June 2003
Lehman Brothers December 1996 - December 1998
Lehman Brothers January 1994 - December 1996
Salomon Brothers November 1993 - January 1994
Salomon Brothers June 1990 - November 1993
Salomon Brothers January 1988 - June 1990
Salomon Brothers June 1983 - December 1987
Skills
Program Trading, Equity Derivatives, Volatility, Derivatives, Swaps, Quant, Equities, Options, Hedging, Trading, Risk Management, Asset Management, Valuation, Portfolio Management, Structured Products, Electronic Trading, Series 7, Convertible Bonds, Equity Trading, Middle Office, FX, Special Situations, Securities Lending, Trading Strategies, Proprietary Trading, Global Macro, ETFs, Arbitrage, Convertible Arbitrage, Relative Value, Options Strategies, FX Options, Capital Markets, Investment Banking, Risk Arbitrage, Securities, Financial Risk, Quantitative Investing, Fixed Income, Hedge Funds, Trading Systems
Education
Fordham Gabelli School of Business 1979 — 1982
MBA, Finance
Queen's College 1975 — 1979
Bachelor's degree, Accounting and Economics
Barbara Walsh's Morgan Stanley Experience 1988 - 1993
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Vice PresidentJP Morgan Chase1993 - 2005
Morgan Stanley 1988 - 1993
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance. Professional Accounting
Northeastern University 1983 — 1988
B.S., Finance. Economics
Merrill Lynch Vice PresidentJP Morgan Chase1993 - 2005
Morgan Stanley 1988 - 1993
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance. Professional Accounting
Northeastern University 1983 — 1988
B.S., Finance. Economics
Michael Morin's Morgan Stanley Experience 1995 - 1997
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2010 - Present
JPMorgan Chase September 1997 - September 2008
Morgan Stanley 1995 - 1997
The Bank of New York Mellon 1988 - 1995
Education
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Finance
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
B.S., Finance/Quantitative Methods
Fidelity Investments 2010 - Present
JPMorgan Chase September 1997 - September 2008
Morgan Stanley 1995 - 1997
The Bank of New York Mellon 1988 - 1995
Education
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Finance
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
B.S., Finance/Quantitative Methods
Cathie Skopetos's Morgan Stanley Experience Technology Communications ProfessionalMorgan StanleySeptember 2007 - Present
Job at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Technology Communications ProfessionalMorgan StanleySeptember 2007 - Present
Morgan Stanley November 2004 - August 2007
Morgan Stanley March 2001 - November 2004
Morgan Stanley July 1991 - March 2001
Skills
Vendor Management, Equities, Market Data, Trading Systems, Risk Management, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1997
Masters, Information Technology
Manhattan College 1987 — 1991
BS, Computer Information Systems & Accounting
Morgan Stanley Technology Communications ProfessionalMorgan StanleySeptember 2007 - Present
Morgan Stanley November 2004 - August 2007
Morgan Stanley March 2001 - November 2004
Morgan Stanley July 1991 - March 2001
Skills
Vendor Management, Equities, Market Data, Trading Systems, Risk Management, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1997
Masters, Information Technology
Manhattan College 1987 — 1991
BS, Computer Information Systems & Accounting
Jason Schumacher's Morgan Stanley Experience November 2004 - February 2008
Job Vice President
Industry Financial Services
Experience
Ares Management November 2011 - Present
The Berkshire Bank June 2009 - November 2011
Laurus Capital Management February 2008 - March 2009
Morgan Stanley November 2004 - February 2008
Keltic Financial Services June 2001 - November 2004
Skills
Credit Analysis, Credit, Commercial Lending, Financial Analysis, Loans, Portfolio Management, Banking, Corporate Finance, Commercial Banking
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance
Villanova University 1999 — 2003
BS, Finance
Ares Management November 2011 - Present
The Berkshire Bank June 2009 - November 2011
Laurus Capital Management February 2008 - March 2009
Morgan Stanley November 2004 - February 2008
Keltic Financial Services June 2001 - November 2004
Skills
Credit Analysis, Credit, Commercial Lending, Financial Analysis, Loans, Portfolio Management, Banking, Corporate Finance, Commercial Banking
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance
Villanova University 1999 — 2003
BS, Finance
Dennis Byrne's Morgan Stanley Experience June 1994 - May 1998
Job Client Relationship Management Professional
Industry Financial Services
Experience
Elim Group - AXA Advisors June 2014 - Present
Raymond James Financial Inc. November 2013 - May 2014
Lord Abbett & Co. LLC April 2012 - May 2013
Etrade Financial March 2010 - March 2012
Goldman Sachs Asset Management May 1998 - November 2008
Morgan Stanley June 1994 - May 1998
The Chase Manhattan Bank February 1989 - June 1994
Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Iona College 1983 — 1987
BBA, Finance
Elim Group - AXA Advisors June 2014 - Present
Raymond James Financial Inc. November 2013 - May 2014
Lord Abbett & Co. LLC April 2012 - May 2013
Etrade Financial March 2010 - March 2012
Goldman Sachs Asset Management May 1998 - November 2008
Morgan Stanley June 1994 - May 1998
The Chase Manhattan Bank February 1989 - June 1994
Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Iona College 1983 — 1987
BBA, Finance
Anthony Pico's Morgan Stanley Experience January 2002 - May 2003
Job Financial Analysis Manager at Anthem
Industry Financial Services
Experience
Anthem May 2015 - Present
EmblemHealth May 2013 - May 2015
Quest Diagnostics June 2012 - May 2013
Thomson Reuters April 2005 - May 2012
FactSet Research Systems October 2004 - April 2005
Thomson Reuters May 2003 - October 2004
Morgan Stanley January 2002 - May 2003
Skills
Mergers, Financial Modeling, Due Diligence, Team Leadership, Leadership Development, Strategic Consulting, Corporate Finance, Financial Analysis, Financial Reporting, Business Strategy, Hyperion Reports, Cognos, Corporate Budgeting, Forecasting, Portfolio Management, Financial Markets, Equities, Investment Banking, Capital Markets, Valuation, Equity Research, Strategic Financial..., Emerging Markets, PeopleSoft, Hedge Funds, Analysis, Mergers & Acquisitions, Private Equity, Competitive Analysis, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Corporate Finance
Fordham University 1999 — 2003
Bachelors Degree, Finance
Anthem May 2015 - Present
EmblemHealth May 2013 - May 2015
Quest Diagnostics June 2012 - May 2013
Thomson Reuters April 2005 - May 2012
FactSet Research Systems October 2004 - April 2005
Thomson Reuters May 2003 - October 2004
Morgan Stanley January 2002 - May 2003
Skills
Mergers, Financial Modeling, Due Diligence, Team Leadership, Leadership Development, Strategic Consulting, Corporate Finance, Financial Analysis, Financial Reporting, Business Strategy, Hyperion Reports, Cognos, Corporate Budgeting, Forecasting, Portfolio Management, Financial Markets, Equities, Investment Banking, Capital Markets, Valuation, Equity Research, Strategic Financial..., Emerging Markets, PeopleSoft, Hedge Funds, Analysis, Mergers & Acquisitions, Private Equity, Competitive Analysis, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Corporate Finance
Fordham University 1999 — 2003
Bachelors Degree, Finance
Brent Masucci's Morgan Stanley Experience April 2012 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Morgan Stanley April 2011 - April 2012
Morgan Stanley June 2004 - March 2011
AIG International Inc January 2002 - June 2004
Skills
Commodity, Precious Metals, Swaps, Middle Office, Derivatives, Trading Systems, Options, Commodity Markets, Structured Products, Fixed Income, Hedge Funds, Bloomberg
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
Michigan State University - The Eli Broad College of Business 1997 — 2001
BA, Finance
Morgan Stanley April 2012 - Present
Morgan Stanley April 2011 - April 2012
Morgan Stanley June 2004 - March 2011
AIG International Inc January 2002 - June 2004
Skills
Commodity, Precious Metals, Swaps, Middle Office, Derivatives, Trading Systems, Options, Commodity Markets, Structured Products, Fixed Income, Hedge Funds, Bloomberg
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
Michigan State University - The Eli Broad College of Business 1997 — 2001
BA, Finance
Casey Baum's Morgan Stanley Experience July 2013 - Present
Job Structured Notes Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Syncora Guarantee March 2013 - July 2013
NBC Universal, Inc. December 2008 - April 2013
GE Capital September 2012 - December 2012
Ardour Capital Investments June 2012 - August 2012
Citigroup May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
MBA, Finance, 4.0
Manhattan College 2005 — 2008
B.S., Business Management
Morgan Stanley July 2013 - Present
Syncora Guarantee March 2013 - July 2013
NBC Universal, Inc. December 2008 - April 2013
GE Capital September 2012 - December 2012
Ardour Capital Investments June 2012 - August 2012
Citigroup May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
MBA, Finance, 4.0
Manhattan College 2005 — 2008
B.S., Business Management
Christine Geisler's Morgan Stanley Experience 1993 - 2008
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company March 2008 - Present
Morgan Stanley 1993 - 2008
Morgan Stanley (New York, NY) 1993 - 2008
Ernst & Young October 1990 - May 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
University at Albany, SUNY
BS, Accounting
Jefferies & Company March 2008 - Present
Morgan Stanley 1993 - 2008
Morgan Stanley (New York, NY) 1993 - 2008
Ernst & Young October 1990 - May 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
University at Albany, SUNY
BS, Accounting
Catherine Warkala's Morgan Stanley Experience February 1997 - Present
Job Supervisory Analyst at HSBC
Industry Financial Services
Experience
HSBC June 2014 - Present
Morgan Stanley February 1997 - Present
Merrill Lynch September 1993 - February 1997
Skills
Equity Research, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Portfolio Management, Financial Modeling, Derivatives, Investment Banking, Valuation, Investments, Mutual Funds, Series 7, series 16
Education
Fordham Gabelli School of Business 1982 — 1986
MBA, Finance
Trinity University-Washington 1975 — 1979
BA, Economics
HSBC June 2014 - Present
Morgan Stanley February 1997 - Present
Merrill Lynch September 1993 - February 1997
Skills
Equity Research, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Portfolio Management, Financial Modeling, Derivatives, Investment Banking, Valuation, Investments, Mutual Funds, Series 7, series 16
Education
Fordham Gabelli School of Business 1982 — 1986
MBA, Finance
Trinity University-Washington 1975 — 1979
BA, Economics
Linda Sceles-Straubel's Morgan Stanley Experience July 2007 - May 2009
Job Nonprofit
Industry Nonprofit Organization Management
Experience
Smart Kids with Learning Disabilities, Inc. October 2009 - Present
Morgan Stanley July 2007 - May 2009
New York Stock Exchange May 1998 - July 2007
Skills
Securities, Program Management, Hedge Funds, Finance, Equities, Capital Markets, Sales, Financial Analysis, Fixed Income, Investment Banking, Leadership
Education
Hood College 1985 — 1989
BA, Economics, Management
Fordham University - Graduate School of Business Administration
MBA, Finance
Smart Kids with Learning Disabilities, Inc. October 2009 - Present
Morgan Stanley July 2007 - May 2009
New York Stock Exchange May 1998 - July 2007
Skills
Securities, Program Management, Hedge Funds, Finance, Equities, Capital Markets, Sales, Financial Analysis, Fixed Income, Investment Banking, Leadership
Education
Hood College 1985 — 1989
BA, Economics, Management
Fordham University - Graduate School of Business Administration
MBA, Finance
Gregory Peters's Morgan Stanley Experience August 2000 - February 2013
Job Managing Director, Senior Portfolio Manager at Prudential Investments
Industry Investment Banking
Experience
Prudential Investments February 2014 - Present
Morgan Stanley August 2000 - February 2013
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Leveraged Finance, Mutual Funds, Portfolio Management, Series 7, Structured Products
Education
Fordham Gabelli School of Business
Prudential Investments February 2014 - Present
Morgan Stanley August 2000 - February 2013
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Leveraged Finance, Mutual Funds, Portfolio Management, Series 7, Structured Products
Education
Fordham Gabelli School of Business
Evan Lustig's Morgan Stanley Experience August 2010 - January 2011
Job MBA Candidate, Fordham University
Industry Financial Services
Experience
Merchant Cash and Capital LLC May 2015 - August 2015
Merchant Cash and Capital LLC July 2011 - June 2015
Morgan Stanley August 2010 - January 2011
AVI Media Group July 2009 - August 2009
Utendahl Capital Partners May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Derivatives, Trading, Portfolio Management, Credit, Alternative Investments, Credit Analysis, Finance, Financial Risk, Banking, Financial Services, Loans, Strategic Financial..., Equity Research, Options, Investments, Equities, Valuation, Fixed Income, Asset Managment, Due Diligence, Private Equity, Underwriting
Education
Fordham Gabelli School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance, Entrepreneurship and Emerging Enterprise
Merchant Cash and Capital LLC May 2015 - August 2015
Merchant Cash and Capital LLC July 2011 - June 2015
Morgan Stanley August 2010 - January 2011
AVI Media Group July 2009 - August 2009
Utendahl Capital Partners May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Derivatives, Trading, Portfolio Management, Credit, Alternative Investments, Credit Analysis, Finance, Financial Risk, Banking, Financial Services, Loans, Strategic Financial..., Equity Research, Options, Investments, Equities, Valuation, Fixed Income, Asset Managment, Due Diligence, Private Equity, Underwriting
Education
Fordham Gabelli School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance, Entrepreneurship and Emerging Enterprise
Morgan Zuckerman Green's Morgan Stanley Experience September 2014 - June 2015
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley September 2014 - June 2015
Nomura Securities June 2014 - August 2014
Nomura August 2010 - June 2014
BtownNights.com July 2008 - August 2010
VMdirect April 2006 - August 2009
Skills
Corporate Communications, Internal Communications, Event Planning, Event Management, Media Relations, Project Management, Strategy, Social Networking, Fundraising, Financial Analysis, Marketing, Microsoft Office, Business Strategy, New Business Development, Business Development, Entrepreneurship, Social Media, Strategic Communications, Public Relations, Microsoft Excel, Management, Leadership, Financial Modeling, Finance, Investment Banking
Education
Fordham Gabelli School of Business 2013 — 2015
MBA, Finance
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley September 2014 - June 2015
Nomura Securities June 2014 - August 2014
Nomura August 2010 - June 2014
BtownNights.com July 2008 - August 2010
VMdirect April 2006 - August 2009
Skills
Corporate Communications, Internal Communications, Event Planning, Event Management, Media Relations, Project Management, Strategy, Social Networking, Fundraising, Financial Analysis, Marketing, Microsoft Office, Business Strategy, New Business Development, Business Development, Entrepreneurship, Social Media, Strategic Communications, Public Relations, Microsoft Excel, Management, Leadership, Financial Modeling, Finance, Investment Banking
Education
Fordham Gabelli School of Business 2013 — 2015
MBA, Finance
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Harry Comninellis's Morgan Stanley Experience May 2007 - Present
Job Team Leader North American Financial Institutions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Morgan Stanley September 2003 - May 2007
Skills
Capital Markets, Fixed Income, Portfolio Management, Derivatives, Credit, Insurance, Finance, Equities, Financial Institutions, Loans, Financial Advisory, Investment Banking, Financial Modeling, Investments, Credit Risk, Bloomberg
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Finance
Muhlenberg College 1981 — 1985
AB, Economics / Finance
Morgan Stanley May 2007 - Present
Morgan Stanley September 2003 - May 2007
Skills
Capital Markets, Fixed Income, Portfolio Management, Derivatives, Credit, Insurance, Finance, Equities, Financial Institutions, Loans, Financial Advisory, Investment Banking, Financial Modeling, Investments, Credit Risk, Bloomberg
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Finance
Muhlenberg College 1981 — 1985
AB, Economics / Finance
Patricia Cepeda's Morgan Stanley Experience June 2010 - Present
Job Human Resources Payroll Associate at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2010 - Present
Lipsky Goodkin & Co, CPA Firm January 2008 - May 2009
Citigroup Smith Barney June 2006 - September 2006
Skills
Account Reconciliation, Accounting, Financial Reporting, QuickBooks, Financial Statements, Bank Reconciliation, Financial Accounting, Peachtree, General Ledger, Financial Analysis, Tax, GAAP, Journal Entries, Accounts Payable, Cash Flow, Microsoft Excel
Education
Fordham Gabelli School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Fordham University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
Morgan Stanley June 2010 - Present
Lipsky Goodkin & Co, CPA Firm January 2008 - May 2009
Citigroup Smith Barney June 2006 - September 2006
Skills
Account Reconciliation, Accounting, Financial Reporting, QuickBooks, Financial Statements, Bank Reconciliation, Financial Accounting, Peachtree, General Ledger, Financial Analysis, Tax, GAAP, Journal Entries, Accounts Payable, Cash Flow, Microsoft Excel
Education
Fordham Gabelli School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Fordham University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
Christine Szpynda's Morgan Stanley Experience September 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2004 - Present
MCI 1997 - 1999
Morgan Stanley Dean Witter 1996 - 1997
Chemical Bank September 1992 - 1996
Skills
Management, Financial Analysis, Credit Risk, Credit Analysis, Financial Risk, Corporate Finance, Policy Writing, Project Management, Surveillance, Fixed Income, Capital Markets, Portfolio Management, Equities, Credit, Banking, Risk Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Management
Chemical Bank Credit Training Program 1992 — 1993
Fordham University 1988 — 1992
BS, Finance
Morgan Stanley September 2004 - Present
MCI 1997 - 1999
Morgan Stanley Dean Witter 1996 - 1997
Chemical Bank September 1992 - 1996
Skills
Management, Financial Analysis, Credit Risk, Credit Analysis, Financial Risk, Corporate Finance, Policy Writing, Project Management, Surveillance, Fixed Income, Capital Markets, Portfolio Management, Equities, Credit, Banking, Risk Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Management
Chemical Bank Credit Training Program 1992 — 1993
Fordham University 1988 — 1992
BS, Finance
Nicole Limberg's Morgan Stanley Experience March 2003 - November 2009
Job Vice President at PNC Bank
Industry Financial Services
Experience
PNC July 2010 - Present
Morgan Stanley March 2003 - November 2009
J.P. Morgan November 1999 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance and Marketing
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Economics
PNC July 2010 - Present
Morgan Stanley March 2003 - November 2009
J.P. Morgan November 1999 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance and Marketing
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Reinor Bazarewski's Morgan Stanley Experience September 2008 - July 2012
Job Fixed Income Investment Analyst at Genworth
Industry Financial Services
Experience
Genworth September 2014 - Present
Fitch Ratings July 2012 - September 2014
Morgan Stanley September 2008 - July 2012
J.P. Morgan May 2007 - September 2008
Skills
Derivatives, Credit Risk, Loans, Fixed Income, Financial Modeling, DCF, Investment Banking, Corporate Finance, Equities, Alternative Investments, Capital Markets, Valuation, Financial Risk, Financial Analysis, Bloomberg, Portfolio Management, Investment Strategies, Asset Managment, Bloomberg Terminal, Private Equity, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance
Fordham University 2005 — 2008
BS, Finance
Genworth September 2014 - Present
Fitch Ratings July 2012 - September 2014
Morgan Stanley September 2008 - July 2012
J.P. Morgan May 2007 - September 2008
Skills
Derivatives, Credit Risk, Loans, Fixed Income, Financial Modeling, DCF, Investment Banking, Corporate Finance, Equities, Alternative Investments, Capital Markets, Valuation, Financial Risk, Financial Analysis, Bloomberg, Portfolio Management, Investment Strategies, Asset Managment, Bloomberg Terminal, Private Equity, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance
Fordham University 2005 — 2008
BS, Finance
Adam Wachter's Morgan Stanley Experience 2004 - 2007
Job Managing Partner at Tee Times USA
Industry Hospitality
Experience
Tee Times USA November 2013 - Present
Private Investor August 2010 - November 2013
FBR Capital Markets July 2008 - July 2010
Morgan Stanley 2004 - 2007
Morgan Stanley 2000 - 2007
Kennilworth Partners July 1997 - December 1999
Bicci Ltd February 1991 - November 1996
Skills
Portfolio Management, Equities, Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Credit, Hedging, Proprietary Trading, Trading, Bonds, High Yield, Structured Products
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
The George Washington University - School of Business 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Tee Times USA November 2013 - Present
Private Investor August 2010 - November 2013
FBR Capital Markets July 2008 - July 2010
Morgan Stanley 2004 - 2007
Morgan Stanley 2000 - 2007
Kennilworth Partners July 1997 - December 1999
Bicci Ltd February 1991 - November 1996
Skills
Portfolio Management, Equities, Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Credit, Hedging, Proprietary Trading, Trading, Bonds, High Yield, Structured Products
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
The George Washington University - School of Business 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Rick Babich, CFA's Morgan Stanley Experience March 2000 - April 2004
Job Head of Manager Research
Industry Investment Management
Experience
Prudential Investments, LLC November 2012 - Present
Parker Global Strategies April 2008 - October 2012
Commerzbank May 2004 - March 2008
Morgan Stanley March 2000 - April 2004
JP Morgan & Co. July 1996 - March 2000
Caxton Associates October 1994 - July 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1994
BS, Environmental and Business Economics
Prudential Investments, LLC November 2012 - Present
Parker Global Strategies April 2008 - October 2012
Commerzbank May 2004 - March 2008
Morgan Stanley March 2000 - April 2004
JP Morgan & Co. July 1996 - March 2000
Caxton Associates October 1994 - July 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1994
BS, Environmental and Business Economics
Pat Misciagna's Morgan Stanley Experience January 2011 - May 2012
Job Middle Distillates Trading Desk
Industry Financial Services
Experience
Glencore June 2012 - Present
Morgan Stanley January 2011 - May 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley July 2007 - December 2008
Skills
Financial Modeling, Derivatives, Equities, Commodity
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Fordham University 2003 — 2007
BS, Accounting
Fordham Preparatory School 1999 — 2003
Glencore June 2012 - Present
Morgan Stanley January 2011 - May 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley July 2007 - December 2008
Skills
Financial Modeling, Derivatives, Equities, Commodity
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Fordham University 2003 — 2007
BS, Accounting
Fordham Preparatory School 1999 — 2003
Jeffrey Sykora's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
Office of the Comptroller of the Currency July 2013 - August 2013
Cornerstone Accounting Group September 2011 - April 2013
United States Navy September 2001 - April 2011
Skills
Microsoft Office, Financial Statements, Financial Modeling, Finance, Financial Reporting, Internal Controls, Microsoft Excel, Financial Analysis, Financial Accounting, Leadership, Due Diligence, Management
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Saint Leo University 2006 — 2010
Bachelor of Arts, Accounting
Morgan Stanley May 2014 - Present
Office of the Comptroller of the Currency July 2013 - August 2013
Cornerstone Accounting Group September 2011 - April 2013
United States Navy September 2001 - April 2011
Skills
Microsoft Office, Financial Statements, Financial Modeling, Finance, Financial Reporting, Internal Controls, Microsoft Excel, Financial Analysis, Financial Accounting, Leadership, Due Diligence, Management
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Saint Leo University 2006 — 2010
Bachelor of Arts, Accounting
John Keleghan's Morgan Stanley Experience July 2014 - Present
Job Managing Director Wealth & Investment Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley May 2006 - July 2014
Morgan Stanley Real Estate 2006 - 2008
Deutsche Bank Securities 1996 - 2003
Skills
Capital Markets, Hedge Funds, Finance, Equities, Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Alternative Investments, Valuation
Education
Fordham University - Graduate School of Business Administration 1992 — 1996
MBA, Finance
SUNY Albany 1983 — 1987
BA, Economics
Morgan Stanley July 2014 - Present
Morgan Stanley May 2006 - July 2014
Morgan Stanley Real Estate 2006 - 2008
Deutsche Bank Securities 1996 - 2003
Skills
Capital Markets, Hedge Funds, Finance, Equities, Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Alternative Investments, Valuation
Education
Fordham University - Graduate School of Business Administration 1992 — 1996
MBA, Finance
SUNY Albany 1983 — 1987
BA, Economics
Allison Cerone's Morgan Stanley Experience June 2010 - August 2010
Job Investment Management Senior Associate at PwC
Industry Accounting
Experience
PwC July 2013 - Present
PwC June 2012 - June 2013
PwC June 2011 - March 2012
Morgan Stanley June 2010 - August 2010
Skills
Tax, Corporate Tax
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science (MS), Taxation
Fordham University 2007 — 2011
Bachelor of Science (BS), Accounting
PwC July 2013 - Present
PwC June 2012 - June 2013
PwC June 2011 - March 2012
Morgan Stanley June 2010 - August 2010
Skills
Tax, Corporate Tax
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science (MS), Taxation
Fordham University 2007 — 2011
Bachelor of Science (BS), Accounting
Kathleen Koopman, CPA's Morgan Stanley Experience December 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Ernst & Young October 1994 - October 1996
Skills
Analytics, Business Strategy, Equities, Fixed Income, Finance, Forecasting, Hedge Funds, Pricing, Auditing
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
University of Scranton 1990 — 1994
BS, Accounting
Morgan Stanley December 2008 - Present
Ernst & Young October 1994 - October 1996
Skills
Analytics, Business Strategy, Equities, Fixed Income, Finance, Forecasting, Hedge Funds, Pricing, Auditing
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
University of Scranton 1990 — 1994
BS, Accounting
Sea Jin Lee's Morgan Stanley Experience July 2006 - August 2007
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
Morgan Stanley July 2006 - August 2007
Prudential Financial February 2005 - July 2006
Skills
Asset Management, Global Custody, Relationship Management, Client Services, Mutual Funds, Equities, Fixed Income, Derivatives, Account Reconciliation, Operations Management, Compliance, Auditing, Onboarding
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.), Double Major in Economics and History
BNY Mellon August 2007 - Present
Morgan Stanley July 2006 - August 2007
Prudential Financial February 2005 - July 2006
Skills
Asset Management, Global Custody, Relationship Management, Client Services, Mutual Funds, Equities, Fixed Income, Derivatives, Account Reconciliation, Operations Management, Compliance, Auditing, Onboarding
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.), Double Major in Economics and History
Elizabeth Varuolo's Morgan Stanley Experience July 1991 - April 2003
Job Experienced teacher at Music on Wheels
Industry Fine Art
Experience
Gym on Wheels September 2012 - Present
Morgan Stanley July 1991 - April 2003
Skills
Equities, Music, Music Education, Piano, Public Speaking
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Finance, 3.6
Gym on Wheels September 2012 - Present
Morgan Stanley July 1991 - April 2003
Skills
Equities, Music, Music Education, Piano, Public Speaking
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Finance, 3.6
O'Connor Matthew's Morgan Stanley Experience June 1998 - October 2004
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2006 - Present
Morgan Stanley June 1998 - October 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Retirement, Annuities, IRA's, Charitable Giving, Wealth Accumulation, 529 Plans, Insurance Planning, Mutual Funds, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, 401k, Estate Planning, Long Term Care, Financial Advisory, Annuity, Series 63, Investments, Stocks, Pensions, Investment Strategies, Asset Management, Bonds, ETFs, Term Life Insurance, 401k Rollovers, Alternative Investments, FINRA, Investment Management, Wealth Management..., Securities, Saving for Education, Series 6, Series 65, College Savings Plans, Uniform Combined State..., IRAs, Series 24, Roth IRA, Variable Annuities, High Net Worth..., Life Insurance, Separately Managed..., Fixed Annuities
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
University of Rochester 1994 — 1998
Bachelor of arts and sciences, economics, psychology and business
VALIC October 2006 - Present
Morgan Stanley June 1998 - October 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Retirement, Annuities, IRA's, Charitable Giving, Wealth Accumulation, 529 Plans, Insurance Planning, Mutual Funds, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, 401k, Estate Planning, Long Term Care, Financial Advisory, Annuity, Series 63, Investments, Stocks, Pensions, Investment Strategies, Asset Management, Bonds, ETFs, Term Life Insurance, 401k Rollovers, Alternative Investments, FINRA, Investment Management, Wealth Management..., Securities, Saving for Education, Series 6, Series 65, College Savings Plans, Uniform Combined State..., IRAs, Series 24, Roth IRA, Variable Annuities, High Net Worth..., Life Insurance, Separately Managed..., Fixed Annuities
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
University of Rochester 1994 — 1998
Bachelor of arts and sciences, economics, psychology and business
mara bardinelli's Morgan Stanley Experience October 1999 - July 2015
Job Director Capital Introductions at Citi Global Markets
Industry Financial Services
Experience
Citi July 2015 - Present
Morgan Stanley October 1999 - July 2015
Goldman Sachs June 1997 - September 1999
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Equities, Series 7, Alternative Investments, Derivatives, Securities, Fixed Income, Bloomberg, Series 63, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
MBA, Finance/Marketing
Vanderbilt University 1986 — 1990
Bachelor of Arts, Economics
Citi July 2015 - Present
Morgan Stanley October 1999 - July 2015
Goldman Sachs June 1997 - September 1999
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Equities, Series 7, Alternative Investments, Derivatives, Securities, Fixed Income, Bloomberg, Series 63, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
MBA, Finance/Marketing
Vanderbilt University 1986 — 1990
Bachelor of Arts, Economics
Melina Barker's Morgan Stanley Experience 1998 - 2011
Job Project Manager, Risk Management, Business Analyst
Industry Financial Services
Experience
Morgan Stanley 1998 - 2011
Thomson Reuters January 1993 - May 1998
Mase Westpac, Banking Group 1992 - 1993
Interactive Brokers (Timber Hill Inc.) 1990 - 1992
Skills
Fixed Income, Investment Banking, Equities, Bloomberg, Financial Modeling, Capital Markets, Valuation, Derivatives, Financial Analysis, Trading Systems, Hedge Funds, Financial Markets, Securities, Portfolio Management, Business Analysis, Risk Management, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Finance, General
Fordham University 1986 — 1990
BS, Finance, General
Morgan Stanley 1998 - 2011
Thomson Reuters January 1993 - May 1998
Mase Westpac, Banking Group 1992 - 1993
Interactive Brokers (Timber Hill Inc.) 1990 - 1992
Skills
Fixed Income, Investment Banking, Equities, Bloomberg, Financial Modeling, Capital Markets, Valuation, Derivatives, Financial Analysis, Trading Systems, Hedge Funds, Financial Markets, Securities, Portfolio Management, Business Analysis, Risk Management, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Finance, General
Fordham University 1986 — 1990
BS, Finance, General
Jason Yuen's Morgan Stanley Experience September 2005 - April 2009
Job VP, Bank of America
Industry Investment Banking
Experience
Bank of America June 2014 - Present
Morgan Stanley September 2005 - April 2009
Skills
Equities, Trading Systems, Credit Derivatives, Electronic Trading, Trading, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Finance, General
New York University 1998 — 2002
Bachelor of Arts (B.A.), Computer Science
Bank of America June 2014 - Present
Morgan Stanley September 2005 - April 2009
Skills
Equities, Trading Systems, Credit Derivatives, Electronic Trading, Trading, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Finance, General
New York University 1998 — 2002
Bachelor of Arts (B.A.), Computer Science
Frank Viggiano's Morgan Stanley Experience February 2007 - Present
Job Vice President Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Richard Leite's Morgan Stanley Experience April 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Credit Suisse September 2001 - April 2007
PRMIA - Professional Risk Managers' International Association 2002 - 2005
Misys 1999 - 2001
BARRA 1997 - 1999
Skills
Financial Risk, Equities, Market Risk, Risk Management, Swaps
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of California, Berkeley
B.A. Economics, Economics
Morgan Stanley April 2007 - Present
Credit Suisse September 2001 - April 2007
PRMIA - Professional Risk Managers' International Association 2002 - 2005
Misys 1999 - 2001
BARRA 1997 - 1999
Skills
Financial Risk, Equities, Market Risk, Risk Management, Swaps
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of California, Berkeley
B.A. Economics, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS