Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Jennifer Grullon Jennifer Grullon's Morgan Stanley Experience June 2011 - August 2013
Job Relationship Manager at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates December 2014 - Present
Morgan Stanley Investment Management January 2014 - December 2014
Morgan Stanley Investment Management August 2013 - January 2014
Morgan Stanley June 2011 - August 2013
Skills
Fixed Income, Investments, Hedge Funds, Relationship Management, Credit, Series 7, Series 63, Investment Management, Mutual Funds, Liquidity, Economics, Research, Bloomberg, Risk Management, Asset Management, Data Analysis
Education
Fordham University 2011 — 2013
Master of Arts (M.A.), Economics
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy and Spanish Language and Literature
Brighton House Associates December 2014 - Present
Morgan Stanley Investment Management January 2014 - December 2014
Morgan Stanley Investment Management August 2013 - January 2014
Morgan Stanley June 2011 - August 2013
Skills
Fixed Income, Investments, Hedge Funds, Relationship Management, Credit, Series 7, Series 63, Investment Management, Mutual Funds, Liquidity, Economics, Research, Bloomberg, Risk Management, Asset Management, Data Analysis
Education
Fordham University 2011 — 2013
Master of Arts (M.A.), Economics
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy and Spanish Language and Literature
Mary Davey Mary Davey's Morgan Stanley Experience June 2007 - October 2009
Job Managing Director at Fiduciary Trust Company
Industry Banking
Experience
Fiduciary Trust Company June 2010 - Present
Morgan Stanley June 2007 - October 2009
US Trust September 2000 - June 2007
United States Trust 2000 - 2007
Chemical Bank September 1988 - August 2000
Education
Fordham University
BS, Finance & Economics
Fiduciary Trust Company June 2010 - Present
Morgan Stanley June 2007 - October 2009
US Trust September 2000 - June 2007
United States Trust 2000 - 2007
Chemical Bank September 1988 - August 2000
Education
Fordham University
BS, Finance & Economics
Nicholas DePasquale Nicholas DePasquale's Morgan Stanley Experience August 2015 - Present
Job Sourcing Consultant at Morgan Stanley
Industry Military
Experience
Morgan Stanley August 2015 - Present
Army National Guard January 2014 - Present
Army National Guard May 2013 - Present
Solutions Valet Parking, Inc. May 2010 - Present
Sudler & Hennessey September 2014 - July 2015
Sudler & Hennessey May 2014 - September 2014
Hudson Valley Bank May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Morningstar Direct, Military, Active DoD Secret..., Inventory Management, Leadership, Time Management, Training
Education
Financial Management Basic Officer Leadership Course
Manhattan College 2009 — 2013
Bachelors of Science, Finance
Fordham University 2009 — 2013
Army ROTC, Military Science and Operations, Senior Cadet
Fordham Prep 2005 — 2009
Diploma
Morgan Stanley August 2015 - Present
Army National Guard January 2014 - Present
Army National Guard May 2013 - Present
Solutions Valet Parking, Inc. May 2010 - Present
Sudler & Hennessey September 2014 - July 2015
Sudler & Hennessey May 2014 - September 2014
Hudson Valley Bank May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Morningstar Direct, Military, Active DoD Secret..., Inventory Management, Leadership, Time Management, Training
Education
Financial Management Basic Officer Leadership Course
Manhattan College 2009 — 2013
Bachelors of Science, Finance
Fordham University 2009 — 2013
Army ROTC, Military Science and Operations, Senior Cadet
Fordham Prep 2005 — 2009
Diploma
Matthew Filepp Matthew Filepp's Morgan Stanley Experience September 2013 - December 2014
Job Prime Brokerage Stock Loan Analyst
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
Morgan Stanley September 2013 - December 2014
Scottrade April 2012 - June 2013
Petro Plastics Company, Inc. May 2010 - January 2012
Fordham University September 2009 - May 2010
Skills
Investments, Mutual Funds, Financial Analysis, Finance, Microsoft Excel, Financial Markets, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
BNP Paribas January 2015 - Present
Morgan Stanley September 2013 - December 2014
Scottrade April 2012 - June 2013
Petro Plastics Company, Inc. May 2010 - January 2012
Fordham University September 2009 - May 2010
Skills
Investments, Mutual Funds, Financial Analysis, Finance, Microsoft Excel, Financial Markets, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
Edward OConnor Edward OConnor's Morgan Stanley Experience January 1999 - January 2000
Job Fixed Income Sales Trader at Cabrera Capital Markets, LLC
Industry Financial Services
Experience
Cabrera Capital Markets, LLC March 2013 - Present
Chapdelaine Tullet Prebon March 2012 - January 2013
BGC Partners June 2008 - February 2012
Tullett Prebon July 2006 - May 2008
Cantor Fitzgerald January 2002 - June 2006
Credit Suisse February 2000 - January 2002
Morgan Stanley January 1999 - January 2000
Cantor Fitzgerald January 1993 - January 1999
Skills
NASD Series 7, 63, Series 7, Series 63, Equities, Fixed Income, Financial Markets, Bloomberg, Investments, Electronic Trading, Securities, Hedge Funds, Portfolio Management, Mutual Funds, Trading Systems, Capital Markets, Wealth Management, Asset Management, Account Management, Strategic Financial..., New Business Development, Options, Bloomberg Terminal
Education
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
Cabrera Capital Markets, LLC March 2013 - Present
Chapdelaine Tullet Prebon March 2012 - January 2013
BGC Partners June 2008 - February 2012
Tullett Prebon July 2006 - May 2008
Cantor Fitzgerald January 2002 - June 2006
Credit Suisse February 2000 - January 2002
Morgan Stanley January 1999 - January 2000
Cantor Fitzgerald January 1993 - January 1999
Skills
NASD Series 7, 63, Series 7, Series 63, Equities, Fixed Income, Financial Markets, Bloomberg, Investments, Electronic Trading, Securities, Hedge Funds, Portfolio Management, Mutual Funds, Trading Systems, Capital Markets, Wealth Management, Asset Management, Account Management, Strategic Financial..., New Business Development, Options, Bloomberg Terminal
Education
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
Michael D. Klett Michael D. Klett's Morgan Stanley Experience June 1999 - August 2001
Job President, SilverShark Consulting
Industry Financial Services
Experience
Silver Shark Investments LLC June 2009 - Present
Guidepost Partners June 2009 - Present
SolutionPoint International, Inc. June 2009 - December 2011
PricewaterhouseCoopers September 2005 - August 2008
Morgan Stanley June 1999 - August 2001
Skills
Accounting, Investments, Financial Modeling, Due Diligence, Financial Analysis, Strategic Planning, Management Consulting, Business Strategy, Business Planning, Business Development, Hedge Funds, Private Equity, Equities, Strategy, Derivatives, Mergers & Acquisitions, Finance, Capital Markets, Valuation, Corporate Finance
Education
Fordham University 2001 — 2005
BS, Accounting
The Loomis Chaffee School 1998 — 2001
Silver Shark Investments LLC June 2009 - Present
Guidepost Partners June 2009 - Present
SolutionPoint International, Inc. June 2009 - December 2011
PricewaterhouseCoopers September 2005 - August 2008
Morgan Stanley June 1999 - August 2001
Skills
Accounting, Investments, Financial Modeling, Due Diligence, Financial Analysis, Strategic Planning, Management Consulting, Business Strategy, Business Planning, Business Development, Hedge Funds, Private Equity, Equities, Strategy, Derivatives, Mergers & Acquisitions, Finance, Capital Markets, Valuation, Corporate Finance
Education
Fordham University 2001 — 2005
BS, Accounting
The Loomis Chaffee School 1998 — 2001
Karleny Lugo-Dessis Karleny Lugo-Dessis's Morgan Stanley Experience March 2004 - November 2007
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management November 2007 - Present
Morgan Stanley March 2004 - November 2007
Skills
Microsoft Excel, Microsoft Office, Outlook, Banking, Microsoft Word, Customer Service, Sales, Team Leadership, Risk Management, Nonprofits, Marketing, Leadership, Financial Modeling, Financial Analysis, Access, Budgets
Education
Fordham University 1997 — 2001
BS, Management & Accounting
UBS Private Wealth Management November 2007 - Present
Morgan Stanley March 2004 - November 2007
Skills
Microsoft Excel, Microsoft Office, Outlook, Banking, Microsoft Word, Customer Service, Sales, Team Leadership, Risk Management, Nonprofits, Marketing, Leadership, Financial Modeling, Financial Analysis, Access, Budgets
Education
Fordham University 1997 — 2001
BS, Management & Accounting
Lizabeta Kocovic's Morgan Stanley Experience Municipal sales$
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Municipal sales$
Skills
Bonds, Fixed Income, Portfolio Management, Series 63, Securities, Series 7
Education
Fordham University 1996 — 1999
Bachelor of Science (BS), Business/Commerce, General
Morgan Stanley Municipal sales$
Skills
Bonds, Fixed Income, Portfolio Management, Series 63, Securities, Series 7
Education
Fordham University 1996 — 1999
Bachelor of Science (BS), Business/Commerce, General
Michael Trischetta's Morgan Stanley Experience August 2014 - Present
Job Equity Trading & Finance
Industry Financial Services
Experience
Spruce & Norton June 2015 - Present
Morgan Stanley August 2014 - Present
ABN AMRO Bank N.V. 2013 - 2014
Argo Group International Holdings, Ltd. 2012 - 2013
Canaccord Genuity Inc. June 2011 - August 2011
Jesup & Lamont 2009 - 2010
Skills
Property & Casualty..., FINRA, Reinsurance, Investments, Financial Analysis, Portfolio Management, Risk Management, Finance, Financial Modeling, Equities, Securities, Mutual Funds, Business Strategy, Asset Allocation, Financial Services, Options, Strategic Financial..., Equity Trading, Hedge Funds, ETFs, Financial Markets, Trading, Asset Management, Employee Benefits, Equity Research, Uniform Combined State..., Investment Banking, Investor Relations, Bloomberg, Insurance, Capital Markets, Valuation, Fixed Income, Corporate Finance, Underwriting, Derivatives, Bloomberg Terminal, Banking, Due Diligence, Entrepreneurship, Private Equity, Mergers & Acquisitions, Bonds, Accounting, Alternative Investments, Structured Products, Investment Management, Wealth Management, Analysis, Financial Reporting
Education
Stevens Institute of Technology 2015 — 2016
Business Intelligence & Analytics
Fordham University
Bachelor of Business Administration (BBA), Finance
Spruce & Norton June 2015 - Present
Morgan Stanley August 2014 - Present
ABN AMRO Bank N.V. 2013 - 2014
Argo Group International Holdings, Ltd. 2012 - 2013
Canaccord Genuity Inc. June 2011 - August 2011
Jesup & Lamont 2009 - 2010
Skills
Property & Casualty..., FINRA, Reinsurance, Investments, Financial Analysis, Portfolio Management, Risk Management, Finance, Financial Modeling, Equities, Securities, Mutual Funds, Business Strategy, Asset Allocation, Financial Services, Options, Strategic Financial..., Equity Trading, Hedge Funds, ETFs, Financial Markets, Trading, Asset Management, Employee Benefits, Equity Research, Uniform Combined State..., Investment Banking, Investor Relations, Bloomberg, Insurance, Capital Markets, Valuation, Fixed Income, Corporate Finance, Underwriting, Derivatives, Bloomberg Terminal, Banking, Due Diligence, Entrepreneurship, Private Equity, Mergers & Acquisitions, Bonds, Accounting, Alternative Investments, Structured Products, Investment Management, Wealth Management, Analysis, Financial Reporting
Education
Stevens Institute of Technology 2015 — 2016
Business Intelligence & Analytics
Fordham University
Bachelor of Business Administration (BBA), Finance
Elson (Chip) Christian Elson (Chip) Christian's Morgan Stanley Experience March 2004 - March 2006
Job Branch Manager, Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Merrill Lynch March 2006 - January 2014
Morgan Stanley March 2004 - March 2006
Education
Fordham University 1990 — 1994
Bachelor of Arts (BA), Economics
Ameriprise Financial Services, Inc. January 2014 - Present
Merrill Lynch March 2006 - January 2014
Morgan Stanley March 2004 - March 2006
Education
Fordham University 1990 — 1994
Bachelor of Arts (BA), Economics
Kim van Doorn Kim van Doorn's Morgan Stanley Experience March 2014 - June 2015
Job Managing Director, Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
The Churchill School and Center September 2013 - Present
van Doorn Consulting Group, LLC July 2009 - Present
Morgan Stanley March 2014 - June 2015
GE Capital February 2013 - March 2014
The School at Columbia September 2006 - January 2013
Citigroup December 2005 - July 2008
TIAA-CREF January 1988 - December 2005
Skills
Compliance, Securities, Retirement, Wealth Management, Banking, Retirement Planning, Financial Planning, Pensions, Executive Management, Insurance, Mentoring, Process Improvement, Change Management, Coaching, Team Building, Product Development, Product Management, Public Speaking, Leadership, Strategic Financial..., Financial Services, Strategy, Management Consulting, Business Analysis, Series 63, Risk Management, Mutual Funds, FINRA, AML, Investment Advisory, Management, Equities, Training, Vendor Management, Series 7, Mergers & Acquisitions, Portfolio Management, Asset Management, Compliance Management, Anti Money Laundering, Loans, Relationship Management
Education
University of Pennsylvania - The Wharton School 2004 — 2005
CRCP, FINRA at Wharton (Compliance)
Fordham University 1993 — 1995
MBA Finance, Finance
Stony Brook University 1985 — 1986
MS, Industrial Management
Stony Brook University 1981 — 1985
BA, Sociology
Music and Art
Fine/Studio Arts, General
Citigroup July 2015 - Present
The Churchill School and Center September 2013 - Present
van Doorn Consulting Group, LLC July 2009 - Present
Morgan Stanley March 2014 - June 2015
GE Capital February 2013 - March 2014
The School at Columbia September 2006 - January 2013
Citigroup December 2005 - July 2008
TIAA-CREF January 1988 - December 2005
Skills
Compliance, Securities, Retirement, Wealth Management, Banking, Retirement Planning, Financial Planning, Pensions, Executive Management, Insurance, Mentoring, Process Improvement, Change Management, Coaching, Team Building, Product Development, Product Management, Public Speaking, Leadership, Strategic Financial..., Financial Services, Strategy, Management Consulting, Business Analysis, Series 63, Risk Management, Mutual Funds, FINRA, AML, Investment Advisory, Management, Equities, Training, Vendor Management, Series 7, Mergers & Acquisitions, Portfolio Management, Asset Management, Compliance Management, Anti Money Laundering, Loans, Relationship Management
Education
University of Pennsylvania - The Wharton School 2004 — 2005
CRCP, FINRA at Wharton (Compliance)
Fordham University 1993 — 1995
MBA Finance, Finance
Stony Brook University 1985 — 1986
MS, Industrial Management
Stony Brook University 1981 — 1985
BA, Sociology
Music and Art
Fine/Studio Arts, General
Emily Reinke, MS.Ed Emily Reinke, MS.Ed's Morgan Stanley Experience June 2015 - Present
Job HR Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Achieve Beyond May 2012 - June 2015
New York City Department of Health and Mental Hygiene September 2011 - May 2012
Skills
Mental Health, Community Outreach, Social Services, Data Analysis, Program Development, Psychology, Research, Mental Health Counseling, Developmental..., Management, Healthcare Industry, Qualitative Research, Crisis Intervention
Education
Fordham University 2010 — 2012
Masters of Science, Mental Health Counseling, 3.98
Gonzaga University 2005 — 2009
Bachelor of Arts (BA), Psychology and Broadcast Studies, Graduated Cum Laude
Morgan Stanley June 2015 - Present
Achieve Beyond May 2012 - June 2015
New York City Department of Health and Mental Hygiene September 2011 - May 2012
Skills
Mental Health, Community Outreach, Social Services, Data Analysis, Program Development, Psychology, Research, Mental Health Counseling, Developmental..., Management, Healthcare Industry, Qualitative Research, Crisis Intervention
Education
Fordham University 2010 — 2012
Masters of Science, Mental Health Counseling, 3.98
Gonzaga University 2005 — 2009
Bachelor of Arts (BA), Psychology and Broadcast Studies, Graduated Cum Laude
Eugene Colucci's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
ParenteBeard LLC September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Morgan Stanley January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Avon Products Foundation June 2010 - August 2010
Tamarack Country Club June 2007 - August 2009
Diamond Time April 2009 - June 2009
Skills
Google Docs, Morningstar, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word
Education
Fordham University 2009 — 2013
Bachelors of Science, Accounting, Senior
Eastchester High School 2005 — 2009
Morgan Stanley June 2013 - Present
ParenteBeard LLC September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Morgan Stanley January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Avon Products Foundation June 2010 - August 2010
Tamarack Country Club June 2007 - August 2009
Diamond Time April 2009 - June 2009
Skills
Google Docs, Morningstar, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word
Education
Fordham University 2009 — 2013
Bachelors of Science, Accounting, Senior
Eastchester High School 2005 — 2009
Karen Robins Karen Robins's Morgan Stanley Experience October 2007 - October 2008
Job LMSW Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Rogosin Institute (affiliated with New York-Presbyterian Hospital) September 2010 - May 2011
YMCA of Greater New York September 2009 - May 2010
Morgan Stanley October 2007 - October 2008
Lazard Asset Management July 2006 - October 2007
Wachovia Securities December 2003 - June 2006
Education
Fordham University 2009 — 2011
Master of Social Work (MSW)
University of Rochester 1997 — 2001
Bachelor of Arts (BA), English
Horace Mann High School 1993 — 1997
Rogosin Institute (affiliated with New York-Presbyterian Hospital) September 2010 - May 2011
YMCA of Greater New York September 2009 - May 2010
Morgan Stanley October 2007 - October 2008
Lazard Asset Management July 2006 - October 2007
Wachovia Securities December 2003 - June 2006
Education
Fordham University 2009 — 2011
Master of Social Work (MSW)
University of Rochester 1997 — 2001
Bachelor of Arts (BA), English
Horace Mann High School 1993 — 1997
Meg Keane Meg Keane's Morgan Stanley Experience September 1990 - December 2000
Job at
Industry Education Management
Experience
Manhattanville College August 2014 - Present
Abbott House June 2014 - Present
White Plains City School District February 2013 - June 2014
NYC Department of Education August 2012 - February 2013
White Plains City School District September 2008 - September 2012
Morgan Stanley September 1990 - December 2000
Skills
Curriculum Design, Classroom Management, Curriculum Development, Classroom, Tutoring, Differentiated..., Literacy, Educational Leadership, Educational Technology, Teaching, ESL, Smartboard, Higher Education, Lesson Planning, Special Education, Instructional Design, Education, Instructional Technology, executive functioning..., Learning Disabilities, research based academic..., ADHD, NVLD, Autism Spectrum..., Writing, Nonprofits, Community Outreach, Editing
Education
Manhattanville College 2003 — 2007
Master's degree, English/Language Arts Teacher Education secondary, grades 5-12 and special education certification
Fordham University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Providence College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Manhattanville College August 2014 - Present
Abbott House June 2014 - Present
White Plains City School District February 2013 - June 2014
NYC Department of Education August 2012 - February 2013
White Plains City School District September 2008 - September 2012
Morgan Stanley September 1990 - December 2000
Skills
Curriculum Design, Classroom Management, Curriculum Development, Classroom, Tutoring, Differentiated..., Literacy, Educational Leadership, Educational Technology, Teaching, ESL, Smartboard, Higher Education, Lesson Planning, Special Education, Instructional Design, Education, Instructional Technology, executive functioning..., Learning Disabilities, research based academic..., ADHD, NVLD, Autism Spectrum..., Writing, Nonprofits, Community Outreach, Editing
Education
Manhattanville College 2003 — 2007
Master's degree, English/Language Arts Teacher Education secondary, grades 5-12 and special education certification
Fordham University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Providence College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Frank Altomaro's Morgan Stanley Experience 2005 - 2007
Job Credit Sales
Industry Investment Banking
Experience
Jefferies & Company 2009 - Present
Plainfield Asset Management 2007 - 2009
RBS Greenwich Capital 2007 - 2007
Morgan Stanley 2005 - 2007
Education
Archbishop Stepinac High School
Fordham University
Jefferies & Company 2009 - Present
Plainfield Asset Management 2007 - 2009
RBS Greenwich Capital 2007 - 2007
Morgan Stanley 2005 - 2007
Education
Archbishop Stepinac High School
Fordham University
Laura Broder Laura Broder's Morgan Stanley Experience June 2004 - August 2004
Job Associate Principal at Intellilink Solutions
Industry Information Technology and Services
Experience
Intellilink Solutions March 2012 - Present
The International Rescue Committee December 2009 - March 2012
Ernst & Young September 2006 - December 2009
Ernst & Young June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Project Planning, Software Project..., Project Coordination, Program Management, Business Process, Software Documentation, SDLC, SAP, Project Management
Education
Fordham University 2002 — 2006
BS, Management of Information Systems
Intellilink Solutions March 2012 - Present
The International Rescue Committee December 2009 - March 2012
Ernst & Young September 2006 - December 2009
Ernst & Young June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Project Planning, Software Project..., Project Coordination, Program Management, Business Process, Software Documentation, SDLC, SAP, Project Management
Education
Fordham University 2002 — 2006
BS, Management of Information Systems
Laura Staravecka's Morgan Stanley Experience June 2012 - August 2013
Job Credit Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Fordham University August 2014 - May 2015
JPMorgan Chase June 2014 - May 2015
Gucci September 2013 - May 2014
Morgan Stanley June 2012 - August 2013
Godiva Chocolatier October 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Adobe Acrobat, Public Speaking, Social Media, Social Media Marketing, Research, Customer Service, Marketing, Time Management, Teamwork, Social Networking
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Communications and Media Studies Minor, 3.6
Columbus School for Girls 2007 — 2011
JPMorgan Chase & Co. May 2015 - Present
Fordham University August 2014 - May 2015
JPMorgan Chase June 2014 - May 2015
Gucci September 2013 - May 2014
Morgan Stanley June 2012 - August 2013
Godiva Chocolatier October 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Adobe Acrobat, Public Speaking, Social Media, Social Media Marketing, Research, Customer Service, Marketing, Time Management, Teamwork, Social Networking
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Communications and Media Studies Minor, 3.6
Columbus School for Girls 2007 — 2011
Marcello Padula's Morgan Stanley Experience January 2015 - Present
Job Analyst at Morgan Stanley
Industry Medical Practice
Experience
Morgan Stanley January 2015 - Present
Loyola University Maryland September 2012 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Laboratory Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Analytical Chemistry, Organic Chemistry, Inorganic Chemistry, Organic Synthesis, Public Speaking, Public Relations, Fundraising, Treatment, Community Outreach, Medicine, Leadership
Education
Loyola University Maryland 2012 — 2014
Bachelor of Science, Chemistry
University of Miami 2011 — 2012
Chemistry
Fordham University 2010 — 2011
Chemistry
Morgan Stanley January 2015 - Present
Loyola University Maryland September 2012 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Laboratory Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Analytical Chemistry, Organic Chemistry, Inorganic Chemistry, Organic Synthesis, Public Speaking, Public Relations, Fundraising, Treatment, Community Outreach, Medicine, Leadership
Education
Loyola University Maryland 2012 — 2014
Bachelor of Science, Chemistry
University of Miami 2011 — 2012
Chemistry
Fordham University 2010 — 2011
Chemistry
John Maracic John Maracic's Morgan Stanley Experience February 2013 - Present
Job Financial Services Consultant
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Asset-Control 2008 - 2013
Morgan Stanley 2000 - 2007
Moore Capital Management 1998 - 1999
J.P. Morgan 1991 - 1997
Skills
Analysis, Design,..., Equity Trading, Financial Services, Trading Systems, Fixed Income, Equities, Derivatives, Business Analysis, Sybase, Risk Management, Electronic Trading, Financial Markets, Asset Management, Capital Markets, Banking, Portfolio Management, Professional Services, Software Installation, SQL, Manage Client..., Market Data, Reference Data
Education
Fordham University
B.A. Natural Science, Pre-Med
NYU Graduate School of Arts and Sciences
15 credits toward Masters in Biology
New York Institute of Finance
Series 7 Preparatory Course
New York University School of Continuing Education
Certificate in Advanced Data Processing, Information Systems Design and Programming
Morgan Stanley February 2013 - Present
Asset-Control 2008 - 2013
Morgan Stanley 2000 - 2007
Moore Capital Management 1998 - 1999
J.P. Morgan 1991 - 1997
Skills
Analysis, Design,..., Equity Trading, Financial Services, Trading Systems, Fixed Income, Equities, Derivatives, Business Analysis, Sybase, Risk Management, Electronic Trading, Financial Markets, Asset Management, Capital Markets, Banking, Portfolio Management, Professional Services, Software Installation, SQL, Manage Client..., Market Data, Reference Data
Education
Fordham University
B.A. Natural Science, Pre-Med
NYU Graduate School of Arts and Sciences
15 credits toward Masters in Biology
New York Institute of Finance
Series 7 Preparatory Course
New York University School of Continuing Education
Certificate in Advanced Data Processing, Information Systems Design and Programming
James Hart James Hart's Morgan Stanley Experience 2004 - 2010
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2010 - Present
Morgan Stanley Investment Management 2004 - December 2010
Morgan Stanley 2004 - 2010
Skills
Wealth Management, Alternative Investments, Trading, Asset Management, Corporate Finance, Equities, Financial Management..., Investment Advisory, Mutual Funds, Retirement Planning, Financial Modeling, Investments, Private Equity, Series 7, Strategic Financial..., Finance, Financial Analysis, Series 63, Credit, Banking, Financial Planning
Education
Fordham University 1981 — 1985
BS, Finance, Quantitative Analysis
Merrill Lynch December 2010 - Present
Morgan Stanley Investment Management 2004 - December 2010
Morgan Stanley 2004 - 2010
Skills
Wealth Management, Alternative Investments, Trading, Asset Management, Corporate Finance, Equities, Financial Management..., Investment Advisory, Mutual Funds, Retirement Planning, Financial Modeling, Investments, Private Equity, Series 7, Strategic Financial..., Finance, Financial Analysis, Series 63, Credit, Banking, Financial Planning
Education
Fordham University 1981 — 1985
BS, Finance, Quantitative Analysis
Meghan Zayac Meghan Zayac's Morgan Stanley Experience July 2005 - June 2007
Job at
Industry Banking
Experience
It Works! Global January 2014 - Present
Bank of America July 2011 - Present
RBC Capital Markets March 2010 - May 2011
Morgan Stanley Smith Barney June 2007 - March 2010
Morgan Stanley July 2005 - June 2007
Education
Fordham University 2001 — 2005
Bachelor of Arts, Sociology
It Works! Global January 2014 - Present
Bank of America July 2011 - Present
RBC Capital Markets March 2010 - May 2011
Morgan Stanley Smith Barney June 2007 - March 2010
Morgan Stanley July 2005 - June 2007
Education
Fordham University 2001 — 2005
Bachelor of Arts, Sociology
Frank Marinuzzi Frank Marinuzzi's Morgan Stanley Experience 1995 - 1998
Job Vice President Internal Audit at Goldman Sachs
Industry Law Practice
Experience
Goldman Sachs October 2013 - Present
AIG September 2013 - October 2013
Cleary Gottlieb Steen & Hamilton LLP October 2007 - August 2013
Ernst & Young September 1998 - October 2007
Morgan Stanley 1995 - 1998
Morgan Stanley 1995 - 1998
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Enterprise Risk..., Financial Reporting, Due Diligence, Financial Accounting, Tax, Big 4, Risk Assessment, Financial Risk, Leadership, US GAAP, Internal Audit, Finance
Education
Fordham University 1994 — 1998
BS, Accounting
Bergen Catholic High School 1990 — 1994
Goldman Sachs October 2013 - Present
AIG September 2013 - October 2013
Cleary Gottlieb Steen & Hamilton LLP October 2007 - August 2013
Ernst & Young September 1998 - October 2007
Morgan Stanley 1995 - 1998
Morgan Stanley 1995 - 1998
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Enterprise Risk..., Financial Reporting, Due Diligence, Financial Accounting, Tax, Big 4, Risk Assessment, Financial Risk, Leadership, US GAAP, Internal Audit, Finance
Education
Fordham University 1994 — 1998
BS, Accounting
Bergen Catholic High School 1990 — 1994
Kathleen S. Tuohy's Morgan Stanley Experience April 2013 - December 2013
Job Vice President, Global Compliance at DBRS
Industry Financial Services
Experience
DBRS December 2013 - Present
Morgan Stanley April 2013 - December 2013
BBVA January 2012 - April 2013
MF Global February 2011 - November 2011
MF Global March 2009 - February 2011
American National Standards Institute October 2007 - February 2009
Prudential Financial 2005 - 2007
Enterprise Ireland 2004 - 2005
Prudential Securities 2001 - 2004
Skills
Internal Communications, Marketing Communications, Strategic Planning, Policy/Procedure..., Implementing Processes, Relationship Management, Core Compliance, Organizational..., Strategic Analysis, Financial Services, Process Improvement, PowerPoint, Project Management, Corporate Communications, Analysis, Program Management, Business Planning, Investments, Compliance, Advertising, CRM, Team Management, Budgets, Trading, Banking, Risk Management, Management, Strategic Communications, Training, Public Relations, Strategy, Financial Risk, Securities, Sales, Finance, Access, Internal Audit, Series 7, Auditing, Series 63, FINRA, Investment Banking, Asset Management, Policy, Structured Finance, Marketing, Leadership, Due Diligence, Capital Markets
Education
Fordham University 2001 — 2003
MS
University of Scranton 1998 — 2001
BS, Secondary Education - Social Sciences and Psychology
DBRS December 2013 - Present
Morgan Stanley April 2013 - December 2013
BBVA January 2012 - April 2013
MF Global February 2011 - November 2011
MF Global March 2009 - February 2011
American National Standards Institute October 2007 - February 2009
Prudential Financial 2005 - 2007
Enterprise Ireland 2004 - 2005
Prudential Securities 2001 - 2004
Skills
Internal Communications, Marketing Communications, Strategic Planning, Policy/Procedure..., Implementing Processes, Relationship Management, Core Compliance, Organizational..., Strategic Analysis, Financial Services, Process Improvement, PowerPoint, Project Management, Corporate Communications, Analysis, Program Management, Business Planning, Investments, Compliance, Advertising, CRM, Team Management, Budgets, Trading, Banking, Risk Management, Management, Strategic Communications, Training, Public Relations, Strategy, Financial Risk, Securities, Sales, Finance, Access, Internal Audit, Series 7, Auditing, Series 63, FINRA, Investment Banking, Asset Management, Policy, Structured Finance, Marketing, Leadership, Due Diligence, Capital Markets
Education
Fordham University 2001 — 2003
MS
University of Scranton 1998 — 2001
BS, Secondary Education - Social Sciences and Psychology
Frank DeMaio Frank DeMaio's Morgan Stanley Experience August 1990 - August 2005
Job President at JTD Financial Services
Industry Financial Services
Experience
JTD Financial Services 2008 - Present
JTD Financial Services 2008 - Present
Morgan Stanley August 1990 - August 2005
Skills
Investments, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Services, Financial Risk, FINRA, Series 7, Equities, Retirement Planning, Wealth Management, Asset Management, Alternative Investments, Finance
Education
UC Berkeley 1983 — 1985
Fordham University 1979 — 1983
BA, English
JTD Financial Services 2008 - Present
JTD Financial Services 2008 - Present
Morgan Stanley August 1990 - August 2005
Skills
Investments, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Services, Financial Risk, FINRA, Series 7, Equities, Retirement Planning, Wealth Management, Asset Management, Alternative Investments, Finance
Education
UC Berkeley 1983 — 1985
Fordham University 1979 — 1983
BA, English
Ian Jerecho Manay's Morgan Stanley Experience March 2012 - May 2012
Job Program Finance
Industry Defense & Space
Experience
L-3 Communications April 2015 - Present
Raytheon September 2013 - April 2015
Boeing December 2012 - September 2013
Morgan Stanley March 2012 - May 2012
Christie's September 2011 - December 2011
UBS Investment Bank February 2011 - May 2011
California Air National Guard February 2008 - January 2011
United States Air Force June 2004 - February 2008
Skills
Analysis, Project Management, Data Analysis, Leadership, Microsoft Excel, Procurement, Process Improvement, Team Leadership, Project Planning, Financial Analysis, Financial Reporting, Earned Value Management, Program Budgeting, Financial Forecasting
Education
Fordham University 2010 — 2012
BBA, Finance
United States Air Force Academy 2006 — 2008
None, Management
L-3 Communications April 2015 - Present
Raytheon September 2013 - April 2015
Boeing December 2012 - September 2013
Morgan Stanley March 2012 - May 2012
Christie's September 2011 - December 2011
UBS Investment Bank February 2011 - May 2011
California Air National Guard February 2008 - January 2011
United States Air Force June 2004 - February 2008
Skills
Analysis, Project Management, Data Analysis, Leadership, Microsoft Excel, Procurement, Process Improvement, Team Leadership, Project Planning, Financial Analysis, Financial Reporting, Earned Value Management, Program Budgeting, Financial Forecasting
Education
Fordham University 2010 — 2012
BBA, Finance
United States Air Force Academy 2006 — 2008
None, Management
Irina Dunayevsky Irina Dunayevsky's Morgan Stanley Experience May 2014 - February 2015
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays February 2015 - Present
Morgan Stanley May 2014 - February 2015
Morgan Stanley December 2013 - May 2014
Deutsche Bank November 2010 - October 2013
Barclays October 2010 - November 2010
Morgan Stanley June 2000 - September 2010
JP Morgan July 1999 - June 2000
GE Capital July 1998 - July 1999
Skills
Equities, Business Analysis, Process Improvement, Fixed Income, Risk Management, Portfolio Management, Trading, Project Management, Prime Brokerage, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Middle Office, Asset Managment, Equity Derivatives, Financial Services, Trading Systems, Market Data, Securities, Investments, Asset Management
Education
Fordham University 1995 — 1998
Bachelor's degree, Computer Science
Barclays February 2015 - Present
Morgan Stanley May 2014 - February 2015
Morgan Stanley December 2013 - May 2014
Deutsche Bank November 2010 - October 2013
Barclays October 2010 - November 2010
Morgan Stanley June 2000 - September 2010
JP Morgan July 1999 - June 2000
GE Capital July 1998 - July 1999
Skills
Equities, Business Analysis, Process Improvement, Fixed Income, Risk Management, Portfolio Management, Trading, Project Management, Prime Brokerage, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Middle Office, Asset Managment, Equity Derivatives, Financial Services, Trading Systems, Market Data, Securities, Investments, Asset Management
Education
Fordham University 1995 — 1998
Bachelor's degree, Computer Science
Maria Consolo Maria Consolo's Morgan Stanley Experience May 2004 - June 2006
Job HR Coordinator
Industry Wine and Spirits
Experience
Sidney Frank Importing Company, Inc. March 2013 - Present
UBS FINANCIAL SERVICES, INC August 2006 - June 2010
MORGAN STANLEY May 2004 - June 2006
MORGAN STANLEY March 1994 - May 2004
MORGAN STANLEY October 1991 - March 1994
Skills
Series 7, Series 63, Series 9, Series 10
Education
Fordham University 1986 — 1990
BA, Economics
Sidney Frank Importing Company, Inc. March 2013 - Present
UBS FINANCIAL SERVICES, INC August 2006 - June 2010
MORGAN STANLEY May 2004 - June 2006
MORGAN STANLEY March 1994 - May 2004
MORGAN STANLEY October 1991 - March 1994
Skills
Series 7, Series 63, Series 9, Series 10
Education
Fordham University 1986 — 1990
BA, Economics
Gene Nagotko Gene Nagotko's Morgan Stanley Experience October 2012 - January 2015
Job Financial Operations and Risk Management
Industry Capital Markets
Experience
Morgan Stanley October 2012 - January 2015
Bank of America December 2010 - September 2012
Merrill Lynch July 2000 - December 2010
Lehman Brothers January 1993 - July 2000
Skills
Credit, Fixed Income, Banking, Operations Management, Securitization, Financial Risk, Capital Markets, Finance, Derivatives, Loans, Credit Risk, Structured Finance, Trading, Financial Services, Operational Risk, Cash Management, Equities, Investments, Securities, Financial Markets, Investment Banking, Mortgage Lending, Due Diligence, Financial Structuring
Education
Fordham University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Morgan Stanley October 2012 - January 2015
Bank of America December 2010 - September 2012
Merrill Lynch July 2000 - December 2010
Lehman Brothers January 1993 - July 2000
Skills
Credit, Fixed Income, Banking, Operations Management, Securitization, Financial Risk, Capital Markets, Finance, Derivatives, Loans, Credit Risk, Structured Finance, Trading, Financial Services, Operational Risk, Cash Management, Equities, Investments, Securities, Financial Markets, Investment Banking, Mortgage Lending, Due Diligence, Financial Structuring
Education
Fordham University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Janet Demirjian Janet Demirjian's Morgan Stanley Experience July 2013 - March 2014
Job Administrative Assistant at GOLDMAN SACHS
Industry Consumer Services
Experience
GOLDMAN SACHS March 2014 - Present
MORGAN STANLEY July 2013 - March 2014
KEEFE, BRUYETTE & WOODS July 2011 - July 2013
LAW OFFICE OF STEPHEN B. KAUFMAN, BRONX, NY March 2010 - July 2011
HSBC BANK July 2006 - March 2008
First Republic Bank September 2003 - June 2006
BANK OF NEW YORK January 1997 - January 2003
Skills
Finance, Management, Credit, Financial Modeling, Valuation
Education
Fordham University
Bachelor of Arts, Economics
City College New
GOLDMAN SACHS March 2014 - Present
MORGAN STANLEY July 2013 - March 2014
KEEFE, BRUYETTE & WOODS July 2011 - July 2013
LAW OFFICE OF STEPHEN B. KAUFMAN, BRONX, NY March 2010 - July 2011
HSBC BANK July 2006 - March 2008
First Republic Bank September 2003 - June 2006
BANK OF NEW YORK January 1997 - January 2003
Skills
Finance, Management, Credit, Financial Modeling, Valuation
Education
Fordham University
Bachelor of Arts, Economics
City College New
Gerry Plant Gerry Plant's Morgan Stanley Experience 1979 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank 1998 - 2005
NatWest Securities December 1996 - March 1998
Morgan Stanley 1979 - 1995
Options Clearing Corporation 1975 - 1979
A.G. Becker 1968 - 1975
A.G. Becker & Co., Inc. 1968 - 1975
Skills
Prime Brokerage, Equity Derivatives, Hedge Funds, Options, Financial Analysis, Equities, Middle Office, Derivatives, Trading Systems, Securities, Commodity, Hedging, Alternative Investments, Capital Markets, Emerging Markets, Swaps, Market Making, Investment Banking, Series 63, Equity Trading, Equity Research, Market Risk, Financial Markets, Corporate Actions, Electronic Trading, FX Options, Credit Derivatives, Bloomberg, Fixed Income, Collateral Management, Settlement, Securities Lending, Trading Strategies, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Proprietary Trading, Trading, Series 7, Financial Services, Wealth Management, Interest Rate..., Back Office, Market Data, Structured Products, Bonds, FINRA, Asset Management, ETFs
Education
Brooklyn Prep 1962 — 1965
Fordham University
Deutsche Bank 1998 - 2005
NatWest Securities December 1996 - March 1998
Morgan Stanley 1979 - 1995
Options Clearing Corporation 1975 - 1979
A.G. Becker 1968 - 1975
A.G. Becker & Co., Inc. 1968 - 1975
Skills
Prime Brokerage, Equity Derivatives, Hedge Funds, Options, Financial Analysis, Equities, Middle Office, Derivatives, Trading Systems, Securities, Commodity, Hedging, Alternative Investments, Capital Markets, Emerging Markets, Swaps, Market Making, Investment Banking, Series 63, Equity Trading, Equity Research, Market Risk, Financial Markets, Corporate Actions, Electronic Trading, FX Options, Credit Derivatives, Bloomberg, Fixed Income, Collateral Management, Settlement, Securities Lending, Trading Strategies, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Proprietary Trading, Trading, Series 7, Financial Services, Wealth Management, Interest Rate..., Back Office, Market Data, Structured Products, Bonds, FINRA, Asset Management, ETFs
Education
Brooklyn Prep 1962 — 1965
Fordham University
Nicholas Woodgate Nicholas Woodgate's Morgan Stanley Experience June 2012 - August 2012
Job Associate Investment Analyst, Bond and Corporate Finance at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2014 - Present
Sumitomo Mitsui Banking Corporation September 2013 - April 2014
Sumitomo Mitsui Banking Corporation June 2013 - August 2013
Pan Reliance Capital Advisors November 2012 - April 2013
Morgan Stanley June 2012 - August 2012
UBS Wealth Management October 2011 - May 2012
Compass Benefits May 2011 - August 2011
Skills
Investments, Finance, Alternative Investments, Equities, Wealth Management, Mutual Funds, Bloomberg Terminal, Bloomberg, Research, Marketing
Education
Fordham University 2010 — 2014
Duxbury High School
John Hancock Financial Services June 2014 - Present
Sumitomo Mitsui Banking Corporation September 2013 - April 2014
Sumitomo Mitsui Banking Corporation June 2013 - August 2013
Pan Reliance Capital Advisors November 2012 - April 2013
Morgan Stanley June 2012 - August 2012
UBS Wealth Management October 2011 - May 2012
Compass Benefits May 2011 - August 2011
Skills
Investments, Finance, Alternative Investments, Equities, Wealth Management, Mutual Funds, Bloomberg Terminal, Bloomberg, Research, Marketing
Education
Fordham University 2010 — 2014
Duxbury High School
Evan Shashaty's Morgan Stanley Experience May 2004 - April 2006
Job Vice President: Human Resources Compensation at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
BlackRock September 2011 - September 2014
Merrill Lynch April 2006 - September 2011
Morgan Stanley May 2004 - April 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Financial Services, Asset Management, Investment Banking, Bloomberg, Financial Modeling, Portfolio Management, Structured Products, Trading, Banking, Securities, FX Options, Options, Swaps, Corporate Finance, Bonds
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 2000 — 2004
Bachelor of Arts (BA), Economics
BlackRock September 2014 - Present
BlackRock September 2011 - September 2014
Merrill Lynch April 2006 - September 2011
Morgan Stanley May 2004 - April 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Financial Services, Asset Management, Investment Banking, Bloomberg, Financial Modeling, Portfolio Management, Structured Products, Trading, Banking, Securities, FX Options, Options, Swaps, Corporate Finance, Bonds
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 2000 — 2004
Bachelor of Arts (BA), Economics
Kathlyn Ho Kathlyn Ho's Morgan Stanley Experience July 2011 - August 2011
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
ING Financial Partners February 2014 - September 2014
Morgan Stanley July 2011 - August 2011
Law Offices of Michael Jay Green April 2011 - July 2011
Education
Fordham University
Bachelor's degree, Business Administration/ Finance
Punahou School
High School
University of San Francisco
上智大学 / Sophia University
International Business
TD Ameritrade September 2014 - Present
ING Financial Partners February 2014 - September 2014
Morgan Stanley July 2011 - August 2011
Law Offices of Michael Jay Green April 2011 - July 2011
Education
Fordham University
Bachelor's degree, Business Administration/ Finance
Punahou School
High School
University of San Francisco
上智大学 / Sophia University
International Business
James P. Huvane James P. Huvane's Morgan Stanley Experience October 2014 - Present
Job Internal Auditor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Ernst & Young September 2010 - October 2014
Skills
External Audit, Internal Controls, Agreed Upon Procedures, Compliance Audit, Healthcare, Financial Statements, Auditing, Accounting, Analysis, Management, Finance, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP
Education
Fordham University
BA, History, Graduation 2007
Saint John's University - Peter J. Tobin College of Business
MS, Accounting, Graduation 2010
Morgan Stanley October 2014 - Present
Ernst & Young September 2010 - October 2014
Skills
External Audit, Internal Controls, Agreed Upon Procedures, Compliance Audit, Healthcare, Financial Statements, Auditing, Accounting, Analysis, Management, Finance, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP
Education
Fordham University
BA, History, Graduation 2007
Saint John's University - Peter J. Tobin College of Business
MS, Accounting, Graduation 2010
Jonathan Worthington Jonathan Worthington's Morgan Stanley Experience February 2010 - January 2012
Job Sr. IT Project Manager
Industry Utilities
Experience
Covanta Energy July 2013 - March 2015
PSEG March 2012 - July 2013
Morgan Stanley February 2010 - January 2012
Penske Automotive Group May 2009 - October 2009
Merrill Lynch October 2007 - May 2009
GlaxoSmithKline October 2005 - September 2007
United States Navy July 1977 - July 1982
Skills
Real Estate, Project Management, SDLC, Data Center, System Deployment, Project Portfolio..., IT Strategy, Project Delivery, Vendor Management, Disaster Recovery, PMO, Infrastructure
Education
Fordham University 1982 — 1986
BA
Covanta Energy July 2013 - March 2015
PSEG March 2012 - July 2013
Morgan Stanley February 2010 - January 2012
Penske Automotive Group May 2009 - October 2009
Merrill Lynch October 2007 - May 2009
GlaxoSmithKline October 2005 - September 2007
United States Navy July 1977 - July 1982
Skills
Real Estate, Project Management, SDLC, Data Center, System Deployment, Project Portfolio..., IT Strategy, Project Delivery, Vendor Management, Disaster Recovery, PMO, Infrastructure
Education
Fordham University 1982 — 1986
BA
Dominic Osei Dominic Osei's Morgan Stanley Experience April 2014 - September 2014
Job Credit Administrator
Industry Financial Services
Experience
Royal Bank of Scotland November 2014 - Present
Morgan Stanley April 2014 - September 2014
Barclays Investment Bank September 2013 - March 2014
Morgan Stanley October 2011 - April 2012
Knight Capital Americas L.P November 2010 - April 2011
Camulos Capital L.P January 2008 - September 2008
Skills
Social Media, Public Speaking, Financial Modeling, Event Planning, Business Strategy, Project Management, Microsoft Excel, Microsoft Office, Editing, Social Networking, Marketing Strategy, Fundraising, Teaching, Sales, Digital Media, Event Management, Online Advertising, Community Outreach, Advertising, Higher Education, Account Management, Securitization, Banking, Customer Service, Research, Financial Analysis, Loans, Management, Microsoft Word, Finance, Leadership, Social Media Marketing, Analysis, Facebook, Financial Services, Investments, Portfolio Management, Risk Management, Public Relations, Marketing, Strategic Planning, Equities
Education
Fordham University 2003 — 2007
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Abraham Lincoln HS 1999 — 2003
Finance and Financial Management Services
Royal Bank of Scotland November 2014 - Present
Morgan Stanley April 2014 - September 2014
Barclays Investment Bank September 2013 - March 2014
Morgan Stanley October 2011 - April 2012
Knight Capital Americas L.P November 2010 - April 2011
Camulos Capital L.P January 2008 - September 2008
Skills
Social Media, Public Speaking, Financial Modeling, Event Planning, Business Strategy, Project Management, Microsoft Excel, Microsoft Office, Editing, Social Networking, Marketing Strategy, Fundraising, Teaching, Sales, Digital Media, Event Management, Online Advertising, Community Outreach, Advertising, Higher Education, Account Management, Securitization, Banking, Customer Service, Research, Financial Analysis, Loans, Management, Microsoft Word, Finance, Leadership, Social Media Marketing, Analysis, Facebook, Financial Services, Investments, Portfolio Management, Risk Management, Public Relations, Marketing, Strategic Planning, Equities
Education
Fordham University 2003 — 2007
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Abraham Lincoln HS 1999 — 2003
Finance and Financial Management Services
Nalina Bhasin's Morgan Stanley Experience December 2013 - May 2014
Job ERS Advisory Consultant at Deloitte
Industry Financial Services
Experience
Deloitte 2015 - Present
Habib American Bank June 2014 - August 2014
John Varvatos Enterprises June 2014 - August 2014
Morgan Stanley December 2013 - May 2014
Pradeep K. Gupta, CPA, P.C. June 2013 - August 2013
Fordham Marketing May 2013 - August 2013
Better Business Bureau November 2012 - March 2013
Huntington Medical Group February 2011 - August 2012
Long Island Jewish Medical Center June 2008 - August 2012
Skills
Bloomberg Terminal, Microsoft Office Suite, Accounting, Finance, Microsoft Office, Analysis, Customer Service, Microsoft Excel, Public Speaking
Education
Fordham University 2012 — 2015
Major: Economics. Minor: Political Science
Syracuse University 2011 — 2011
Deans List. Cumulative GPA: 3.64
Half Hollow Hills High School East 2007 — 2011
Investment Banking Institute
Financial Modeling and Valuation Program
Deloitte 2015 - Present
Habib American Bank June 2014 - August 2014
John Varvatos Enterprises June 2014 - August 2014
Morgan Stanley December 2013 - May 2014
Pradeep K. Gupta, CPA, P.C. June 2013 - August 2013
Fordham Marketing May 2013 - August 2013
Better Business Bureau November 2012 - March 2013
Huntington Medical Group February 2011 - August 2012
Long Island Jewish Medical Center June 2008 - August 2012
Skills
Bloomberg Terminal, Microsoft Office Suite, Accounting, Finance, Microsoft Office, Analysis, Customer Service, Microsoft Excel, Public Speaking
Education
Fordham University 2012 — 2015
Major: Economics. Minor: Political Science
Syracuse University 2011 — 2011
Deans List. Cumulative GPA: 3.64
Half Hollow Hills High School East 2007 — 2011
Investment Banking Institute
Financial Modeling and Valuation Program
Mark Gialo's Morgan Stanley Experience March 2004 - March 2008
Job Vice President, Capital Markets
Industry Information Technology and Services
Experience
SunGard February 2010 - Present
Acumen Solutions April 2008 - December 2009
Morgan Stanley March 2004 - March 2008
Citigroup March 1996 - March 2004
Merrill Lynch 1982 - 1996
Skills
Program Management, PMP, Business Analysis, Risk Management, Financial Services, Enterprise Architecture, Integration, CRM, Strategy, SDLC, Business Process, PMO, Vendor Management, Agile Methodologies, MS Project, Requirements Analysis, IT Strategy, Series 7, Software Project..., Wealth Management, Six Sigma, New Business Development, Trading Systems, Product Management, Visio, Brokerage, Microsoft SQL Server, Agile Project Management, ITIL, C++, Java, HTML 5, Technology Management, Relationship Management, Account Management, Product Development, Capital Markets, Consulting, Relationship Building, Business Relationship...
Education
Iona College 1984 — 1987
MS, Computer Science, 4.0
Fordham University 1976 — 1980
Bachelor of Science, Quantitative Analysis, 3.2
SunGard February 2010 - Present
Acumen Solutions April 2008 - December 2009
Morgan Stanley March 2004 - March 2008
Citigroup March 1996 - March 2004
Merrill Lynch 1982 - 1996
Skills
Program Management, PMP, Business Analysis, Risk Management, Financial Services, Enterprise Architecture, Integration, CRM, Strategy, SDLC, Business Process, PMO, Vendor Management, Agile Methodologies, MS Project, Requirements Analysis, IT Strategy, Series 7, Software Project..., Wealth Management, Six Sigma, New Business Development, Trading Systems, Product Management, Visio, Brokerage, Microsoft SQL Server, Agile Project Management, ITIL, C++, Java, HTML 5, Technology Management, Relationship Management, Account Management, Product Development, Capital Markets, Consulting, Relationship Building, Business Relationship...
Education
Iona College 1984 — 1987
MS, Computer Science, 4.0
Fordham University 1976 — 1980
Bachelor of Science, Quantitative Analysis, 3.2
Kathleen Curtis's Morgan Stanley Experience June 2010 - May 2011
Job Digital Sales Planner at Robb Report (CurtCo Media)
Industry Marketing and Advertising
Experience
Robb Report (CurtCo Media) September 2015 - Present
Robb Report (CurtCo Media) February 2015 - Present
CurtCo Media- Robb Report Magazine July 2013 - February 2015
Hearst Magazines January 2013 - May 2013
Glamour Magazine-Conde Nast September 2012 - December 2012
Urban Outfitters September 2011 - December 2011
Morgan Stanley June 2010 - May 2011
Skills
Social Media, Microsoft Office, Social Media Marketing, Microsoft Excel, Event Planning, Press Releases, Public Speaking, Research, Blogging, People Skills, Fashion, PowerPoint, Writing, Magazines, Sales Coordination, RFP, Cision, Phone Etiquette, Leadership, Organization, Media Relations, Media Planning, Events, CRM, iMovie, Morningstar, MediaRadar, Concur, Microsoft Word, Advertising, Social Networking, Facebook, Account Management, Advertising Sales, Digital Media
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Communications and Media Studies & Business Administration
University of Melbourne 2012 — 2012
Bachelor of Arts (B.A.), Communications and Media Studies
Yorktown High School 2005 — 2009
Robb Report (CurtCo Media) September 2015 - Present
Robb Report (CurtCo Media) February 2015 - Present
CurtCo Media- Robb Report Magazine July 2013 - February 2015
Hearst Magazines January 2013 - May 2013
Glamour Magazine-Conde Nast September 2012 - December 2012
Urban Outfitters September 2011 - December 2011
Morgan Stanley June 2010 - May 2011
Skills
Social Media, Microsoft Office, Social Media Marketing, Microsoft Excel, Event Planning, Press Releases, Public Speaking, Research, Blogging, People Skills, Fashion, PowerPoint, Writing, Magazines, Sales Coordination, RFP, Cision, Phone Etiquette, Leadership, Organization, Media Relations, Media Planning, Events, CRM, iMovie, Morningstar, MediaRadar, Concur, Microsoft Word, Advertising, Social Networking, Facebook, Account Management, Advertising Sales, Digital Media
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Communications and Media Studies & Business Administration
University of Melbourne 2012 — 2012
Bachelor of Arts (B.A.), Communications and Media Studies
Yorktown High School 2005 — 2009
Jerry Waldron's Morgan Stanley Experience January 1986 - October 2007
Job Managing Director, Provincial/SSA Trading & Sales at Scotiabank
Industry Banking
Experience
Scotiabank March 2010 - Present
Jefferies May 2008 - March 2010
Morgan Stanley January 1986 - October 2007
Skills
Fixed Income, Sales, Trading, Capital Markets, Asset Management, Banking
Education
Fordham University 1988 — 1991
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1981 — 1985
Bachelor of Business Administration (B.B.A.)
Scotiabank March 2010 - Present
Jefferies May 2008 - March 2010
Morgan Stanley January 1986 - October 2007
Skills
Fixed Income, Sales, Trading, Capital Markets, Asset Management, Banking
Education
Fordham University 1988 — 1991
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1981 — 1985
Bachelor of Business Administration (B.B.A.)
Kurtis Rossie's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Kayne Anderson Capital Advisors July 2014 - September 2014
Deutsch June 2014 - August 2014
Jonathan Club May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork, Social Networking
Education
Fordham University 2012 — 2016
Finance, General
Loyola High School, Class of 2012 2008 — 2012
Morgan Stanley June 2015 - Present
Kayne Anderson Capital Advisors July 2014 - September 2014
Deutsch June 2014 - August 2014
Jonathan Club May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork, Social Networking
Education
Fordham University 2012 — 2016
Finance, General
Loyola High School, Class of 2012 2008 — 2012
Jack Donnelly Jack Donnelly's Morgan Stanley Experience June 2015 - Present
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Fordham University Club Baseball July 2014 - May 2015
New York Yankees February 2014 - February 2015
Morgan Stanley June 2013 - August 2014
KPMG UK January 2013 - May 2013
Van Wagner Sports Group September 2012 - December 2012
Fordham University United Student Government April 2012 - December 2012
Fordham University September 2011 - December 2012
Wilmington Blue Rocks May 2012 - August 2012
Skills
Microsoft Office, Writing, Spanish, Sports, Baseball, Business, Marketing, Leadership, Time Management, Customer Service, Teamwork, Finance, Accounting, Global Management, Globalization, Banking, Investment Banking, Excel, Word, PowerPoint, Management, English, Squash, Social Networking, Travel, Microsoft Word
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Applied Accounting and Finance, 3.65
Archmere Academy 2007 — 2011
High School Diploma, 3.93
Morgan Stanley June 2015 - Present
Fordham University Club Baseball July 2014 - May 2015
New York Yankees February 2014 - February 2015
Morgan Stanley June 2013 - August 2014
KPMG UK January 2013 - May 2013
Van Wagner Sports Group September 2012 - December 2012
Fordham University United Student Government April 2012 - December 2012
Fordham University September 2011 - December 2012
Wilmington Blue Rocks May 2012 - August 2012
Skills
Microsoft Office, Writing, Spanish, Sports, Baseball, Business, Marketing, Leadership, Time Management, Customer Service, Teamwork, Finance, Accounting, Global Management, Globalization, Banking, Investment Banking, Excel, Word, PowerPoint, Management, English, Squash, Social Networking, Travel, Microsoft Word
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Applied Accounting and Finance, 3.65
Archmere Academy 2007 — 2011
High School Diploma, 3.93
Krista Perez Krista Perez's Morgan Stanley Experience January 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Spark January 2013 - Present
Spark September 2012 - December 2012
Morgan Stanley July 2012 - December 2012
Spark September 2011 - September 2012
Morgan Stanley Smith Barney June 2010 - June 2012
The Conference Board June 2009 - August 2009
CBS Corporation September 2008 - December 2008
Citi May 2008 - August 2008
Skills
Outlook, Excel, PowerPoint, Word, MS Project, Strategic Leadership, Thought Leadership, Team Building, Analysis, Data Analysis, Cost Analysis, Market Analysis, Financial Analysis, Competitive Analysis, Business Analysis, Business Strategy, Business Management, New Business Development, Microsoft Excel, Management, Investments
Education
Fordham University 2006 — 2010
Bachelor of Arts (BA), Economics, A
University of Pretoria/Universiteit van Pretoria 2008 — 2008
N/A, Emerging Markets: South Africa, A
Academia Latinoamericana de Español 2005 — 2005
N/A, Spanish, A
James Caldwell High School
Morgan Stanley January 2013 - Present
Spark January 2013 - Present
Spark September 2012 - December 2012
Morgan Stanley July 2012 - December 2012
Spark September 2011 - September 2012
Morgan Stanley Smith Barney June 2010 - June 2012
The Conference Board June 2009 - August 2009
CBS Corporation September 2008 - December 2008
Citi May 2008 - August 2008
Skills
Outlook, Excel, PowerPoint, Word, MS Project, Strategic Leadership, Thought Leadership, Team Building, Analysis, Data Analysis, Cost Analysis, Market Analysis, Financial Analysis, Competitive Analysis, Business Analysis, Business Strategy, Business Management, New Business Development, Microsoft Excel, Management, Investments
Education
Fordham University 2006 — 2010
Bachelor of Arts (BA), Economics, A
University of Pretoria/Universiteit van Pretoria 2008 — 2008
N/A, Emerging Markets: South Africa, A
Academia Latinoamericana de Español 2005 — 2005
N/A, Spanish, A
James Caldwell High School
Johnathan Bracken's Morgan Stanley Experience November 2013 - Present
Job Team Lead eDiscovery and Investigations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley July 2009 - November 2013
Xerox Litigation Services February 2007 - June 2009
JCDecaux November 2006 - January 2007
Segal Consulting December 2005 - September 2006
French Ministry of National Education, Academy of Versailles September 2004 - December 2004
Sullivan & Cromwell; Weitz & Luxenberg; Bressler S. Amery; Russell S. Burman, March 2004 - October 2004
Skills
Analysis, Management, Policy and Procedure, Litigation Support, Change Management, Information Security, Document Management, Legal Compliance, Information Governance, Risk Management, eDiscovery, Computer Forensics, Collaborative Problem..., Strategic Thinking
Education
Fordham University 1998 — 2002
Bachelor's Degree, History
Morgan Stanley November 2013 - Present
Morgan Stanley July 2009 - November 2013
Xerox Litigation Services February 2007 - June 2009
JCDecaux November 2006 - January 2007
Segal Consulting December 2005 - September 2006
French Ministry of National Education, Academy of Versailles September 2004 - December 2004
Sullivan & Cromwell; Weitz & Luxenberg; Bressler S. Amery; Russell S. Burman, March 2004 - October 2004
Skills
Analysis, Management, Policy and Procedure, Litigation Support, Change Management, Information Security, Document Management, Legal Compliance, Information Governance, Risk Management, eDiscovery, Computer Forensics, Collaborative Problem..., Strategic Thinking
Education
Fordham University 1998 — 2002
Bachelor's Degree, History
Elaina Revans Elaina Revans's Morgan Stanley Experience June 2014 - Present
Job Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Millennium Partners March 2013 - April 2014
JPMorgan June 2008 - March 2013
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Derivatives, Prime Brokerage, Bloomberg, Capital Markets, Investment Banking, Securities, Series 7, Asset Managment, Equity Derivatives, Valuation, Options
Education
Fordham University 2004 — 2008
BS, Finance, Marketing, Economics
Morgan Stanley June 2014 - Present
Millennium Partners March 2013 - April 2014
JPMorgan June 2008 - March 2013
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Derivatives, Prime Brokerage, Bloomberg, Capital Markets, Investment Banking, Securities, Series 7, Asset Managment, Equity Derivatives, Valuation, Options
Education
Fordham University 2004 — 2008
BS, Finance, Marketing, Economics
Lucas Shasha Lucas Shasha's Morgan Stanley Experience January 2014 - August 2014
Job Crude Oil Trading Analyst at Noble Americas
Industry Oil & Energy
Experience
Noble Group September 2014 - Present
Morgan Stanley January 2014 - August 2014
Natural Energy LLC May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Five Mile Capital Partners LLC. Finance May 2011 - August 2011
Skills
Proficient in Microsof..., Bloomberg Terminal, Trading, Trading Systems, Management, Private Equity, Finance, PowerPoint, Microsoft Excel, Economics, Research, Public Speaking
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance, Senior
Greenwich High School 2005 — 2009
Noble Group September 2014 - Present
Morgan Stanley January 2014 - August 2014
Natural Energy LLC May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Five Mile Capital Partners LLC. Finance May 2011 - August 2011
Skills
Proficient in Microsof..., Bloomberg Terminal, Trading, Trading Systems, Management, Private Equity, Finance, PowerPoint, Microsoft Excel, Economics, Research, Public Speaking
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance, Senior
Greenwich High School 2005 — 2009
Michael Britton's Morgan Stanley Experience June 2011 - August 2011
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte March 2014 - Present
Deloitte September 2011 - May 2014
Morgan Stanley June 2011 - August 2011
Citigroup May 2010 - August 2010
Citigroup October 2009 - December 2009
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Bloomberg, Valuation, Wealth Management, Private Equity, Finance, Corporate Finance, Due Diligence, Fixed Income, Economics, Investment Banking, Psychic Readings, Equities, Capital Markets, Microsoft Excel, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration and Concentration in Finance
Boston University - London Study Abroad Program 2009 — 2009
International Finance, Economics
St. Joseph's Prep 2003 — 2007
Deloitte March 2014 - Present
Deloitte September 2011 - May 2014
Morgan Stanley June 2011 - August 2011
Citigroup May 2010 - August 2010
Citigroup October 2009 - December 2009
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Bloomberg, Valuation, Wealth Management, Private Equity, Finance, Corporate Finance, Due Diligence, Fixed Income, Economics, Investment Banking, Psychic Readings, Equities, Capital Markets, Microsoft Excel, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration and Concentration in Finance
Boston University - London Study Abroad Program 2009 — 2009
International Finance, Economics
St. Joseph's Prep 2003 — 2007
Joseph Buono Joseph Buono's Morgan Stanley Experience July 2007 - August 2013
Job Americas Regional Lead, Business Information Risk Officer at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets May 2014 - Present
HSBC August 2013 - Present
Morgan Stanley July 2007 - August 2013
Fox Sports October 2003 - July 2011
Dan Klores Communications August 2006 - July 2007
Sirius Satellite Radio September 2004 - August 2006
Cirillo World October 2004 - July 2006
WFUV September 2001 - May 2004
Skills
Entertainment, Writing, Sports, Social Media Marketing, Social Media, Securities, Risk Management, Radio, Public Relations, Press Releases, Project Management, PowerPoint, New Business Development, Media Relations, Management, Fixed Income, Finance, Equities
Education
Fordham University 2000 — 2004
BA, Communications
Xaverian
HSBC Global Banking and Markets May 2014 - Present
HSBC August 2013 - Present
Morgan Stanley July 2007 - August 2013
Fox Sports October 2003 - July 2011
Dan Klores Communications August 2006 - July 2007
Sirius Satellite Radio September 2004 - August 2006
Cirillo World October 2004 - July 2006
WFUV September 2001 - May 2004
Skills
Entertainment, Writing, Sports, Social Media Marketing, Social Media, Securities, Risk Management, Radio, Public Relations, Press Releases, Project Management, PowerPoint, New Business Development, Media Relations, Management, Fixed Income, Finance, Equities
Education
Fordham University 2000 — 2004
BA, Communications
Xaverian
James Conroy's Morgan Stanley Experience June 2014 - August 2014
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Fordham University September 2011 - May 2015
Fordham University Athletic Department September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
KPMG UK August 2013 - December 2013
Gilford Securities May 2013 - August 2013
Education
Fordham University 2011 — 2015
Chaminade High School 2007 — 2011
Fordham University September 2011 - May 2015
Fordham University Athletic Department September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
KPMG UK August 2013 - December 2013
Gilford Securities May 2013 - August 2013
Education
Fordham University 2011 — 2015
Chaminade High School 2007 — 2011
Errol Winter Errol Winter's Morgan Stanley Experience June 2004 - June 2006
Job Middle Office Analyst at Rabobank
Industry Banking
Experience
Rabobank December 2011 - Present
Rabobank July 2009 - December 2011
Rabobank North America Wholesale July 2008 - July 2009
Rabobank December 2006 - June 2008
Rabobank North America Wholesale June 2006 - December 2006
Morgan Stanley June 2004 - June 2006
Skills
Derivatives, Middle Office, Banking, Financial Markets, Fixed Income, Bank Reconciliation, Account Reconciliation, Loans Administration, Asset-backed..., Loan Servicing, Secondary Market, Customer Service, Syndications, Team Leadership, debt capital market, Financial Analysis, Capital Markets, Bonds, FX Options, Financial Modeling, Investment Banking, Investments, Structured Products, Bloomberg, Market Risk, Portfolio Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 2002 — 2006
Bachelor's degree, Economics
Rabobank December 2011 - Present
Rabobank July 2009 - December 2011
Rabobank North America Wholesale July 2008 - July 2009
Rabobank December 2006 - June 2008
Rabobank North America Wholesale June 2006 - December 2006
Morgan Stanley June 2004 - June 2006
Skills
Derivatives, Middle Office, Banking, Financial Markets, Fixed Income, Bank Reconciliation, Account Reconciliation, Loans Administration, Asset-backed..., Loan Servicing, Secondary Market, Customer Service, Syndications, Team Leadership, debt capital market, Financial Analysis, Capital Markets, Bonds, FX Options, Financial Modeling, Investment Banking, Investments, Structured Products, Bloomberg, Market Risk, Portfolio Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 2002 — 2006
Bachelor's degree, Economics
Frank Ventimiglia Frank Ventimiglia's Morgan Stanley Experience July 2006 - August 2009
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase April 2010 - Present
Capco August 2009 - April 2010
Morgan Stanley July 2006 - August 2009
Education
Fordham University 2002 — 2006
BS, Finance/Accounting
Chaminade HS 1998 — 2002
Liberal Arts, Liberal Arts
JP Morgan Chase April 2010 - Present
Capco August 2009 - April 2010
Morgan Stanley July 2006 - August 2009
Education
Fordham University 2002 — 2006
BS, Finance/Accounting
Chaminade HS 1998 — 2002
Liberal Arts, Liberal Arts
Janet Garczynski's Morgan Stanley Experience April 2015 - Present
Job Vice President Advisory Operations Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
UBS Wealth Management June 2007 - September 2014
UBS Wealth Management January 2003 - February 2007
UBS Wealth Management January 1999 - January 2003
Skills
Risk Management, Business Analysis, Financial Modeling, Stakeholder Management, Financial Analysis, Banking, Financial Services, Investment Banking, Business Process..., Financial Risk, Wealth Management, Fixed Income, Mutual Funds, Vendor Management
Education
Fordham University
Saint John's University
Morgan Stanley April 2015 - Present
UBS Wealth Management June 2007 - September 2014
UBS Wealth Management January 2003 - February 2007
UBS Wealth Management January 1999 - January 2003
Skills
Risk Management, Business Analysis, Financial Modeling, Stakeholder Management, Financial Analysis, Banking, Financial Services, Investment Banking, Business Process..., Financial Risk, Wealth Management, Fixed Income, Mutual Funds, Vendor Management
Education
Fordham University
Saint John's University
Lauren Palmieri Lauren Palmieri's Morgan Stanley Experience January 2014 - Present
Job Director, HR Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley February 2013 - January 2014
Morgan Stanley May 2011 - February 2013
Skills
Recruiting, Onboarding, Talent Acquisition, Microsoft Office, Human Resources
Education
Fordham University
Master of Science (MS), Human Resource Management
Le Moyne College 2002 — 2006
Bachelor of Arts (BA), Psychology
Morgan Stanley January 2014 - Present
Morgan Stanley February 2013 - January 2014
Morgan Stanley May 2011 - February 2013
Skills
Recruiting, Onboarding, Talent Acquisition, Microsoft Office, Human Resources
Education
Fordham University
Master of Science (MS), Human Resource Management
Le Moyne College 2002 — 2006
Bachelor of Arts (BA), Psychology
Nigel Bishop PMP CSM's Morgan Stanley Experience 1991 - 2002
Job Project Management Professional Immediately Available
Industry Information Technology and Services
Experience
RBS Markets and International Banking September 2014 - Present
Bank of America 2014 - 2014
Bank of America 2014 - 2014
Marsh & McLennan Companies, Inc. October 2011 - August 2013
UBS Investment Bank October 2010 - July 2011
Alliance Bernstein June 2006 - October 2010
BNY Mellon June 2004 - June 2006
J P Morgan Chase October 2004 - June 2005
Deustche Bank 2002 - 2003
Morgan Stanley 1991 - 2002
Skills
Application Development, Composition, SDLC, PMO, Portfolio Management, Project Managers, Infrastructure..., Software Development, Data Center, CRM, Program Management, Project Management, Change Management, Resource Management, ITIL, IT Management, Vendor Management, Strategy, PMP, Product Management, Business Analysis, Management, Governance, Information Technology, Outsourcing, Financial Services, Business Process..., Security, Risk Management, Infrastructure, Executive Management, Integration, Disaster Recovery, Consulting, Business Process, Process Improvement, Project Portfolio..., Strategic Planning, IT Strategy, Service Delivery, Enterprise Architecture, Project Delivery, Software Project..., Requirements Analysis
Education
Fordham University 2004 — 2007
MSW, Clinical Social Work, 4.0
The Open University 1985 — 1991
BSc (hons), Business Administration and Management, General, 3.8
University of London 1985 — 1991
BSc (hons), Mathematics, Statistics and Computer Science, 3.8
RBS Markets and International Banking September 2014 - Present
Bank of America 2014 - 2014
Bank of America 2014 - 2014
Marsh & McLennan Companies, Inc. October 2011 - August 2013
UBS Investment Bank October 2010 - July 2011
Alliance Bernstein June 2006 - October 2010
BNY Mellon June 2004 - June 2006
J P Morgan Chase October 2004 - June 2005
Deustche Bank 2002 - 2003
Morgan Stanley 1991 - 2002
Skills
Application Development, Composition, SDLC, PMO, Portfolio Management, Project Managers, Infrastructure..., Software Development, Data Center, CRM, Program Management, Project Management, Change Management, Resource Management, ITIL, IT Management, Vendor Management, Strategy, PMP, Product Management, Business Analysis, Management, Governance, Information Technology, Outsourcing, Financial Services, Business Process..., Security, Risk Management, Infrastructure, Executive Management, Integration, Disaster Recovery, Consulting, Business Process, Process Improvement, Project Portfolio..., Strategic Planning, IT Strategy, Service Delivery, Enterprise Architecture, Project Delivery, Software Project..., Requirements Analysis
Education
Fordham University 2004 — 2007
MSW, Clinical Social Work, 4.0
The Open University 1985 — 1991
BSc (hons), Business Administration and Management, General, 3.8
University of London 1985 — 1991
BSc (hons), Mathematics, Statistics and Computer Science, 3.8
Kristi Sabados's Morgan Stanley Experience January 2007 - April 2007
Job AVP at BNP Paribas
Industry Banking
Experience
BNP Paribas July 2010 - Present
BNP Paribas July 2008 - July 2010
Soros Fund Management September 2007 - May 2008
BNP Paribas May 2007 - August 2007
Morgan Stanley January 2007 - April 2007
Pearson Education May 2006 - August 2006
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.)
Fordham University 2004 — 2008
Bachelor of Science (B.S.)
BNP Paribas July 2010 - Present
BNP Paribas July 2008 - July 2010
Soros Fund Management September 2007 - May 2008
BNP Paribas May 2007 - August 2007
Morgan Stanley January 2007 - April 2007
Pearson Education May 2006 - August 2006
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.)
Fordham University 2004 — 2008
Bachelor of Science (B.S.)
Michael A. Sanders's Morgan Stanley Experience June 1993 - March 2008
Job
Industry Information Technology and Services
Experience
Bridgewater Associates July 2012 - December 2013
JP Morgan Chase March 2008 - July 2012
Morgan Stanley June 1993 - March 2008
IBM 1987 - 1993
Skills
Data Center, Trading Systems, Vendor Management, IT Strategy, Disaster Recovery, Equities, Management, Financial Services, IT Management, Network Architecture, Storage, Networking, Infrastructure, Strategy, Enterprise Architecture, System Deployment
Education
Fordham University 1982 — 1986
Bachelor of Science (B.S.)
Bridgewater Associates July 2012 - December 2013
JP Morgan Chase March 2008 - July 2012
Morgan Stanley June 1993 - March 2008
IBM 1987 - 1993
Skills
Data Center, Trading Systems, Vendor Management, IT Strategy, Disaster Recovery, Equities, Management, Financial Services, IT Management, Network Architecture, Storage, Networking, Infrastructure, Strategy, Enterprise Architecture, System Deployment
Education
Fordham University 1982 — 1986
Bachelor of Science (B.S.)
Michelle Griffin Schepis's Morgan Stanley Experience February 2008 - July 2010
Job Portfolio Advisor at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management August 2009 - January 2011
Morgan Stanley February 2008 - July 2010
Parker Global Strategies August 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Bloomberg, Asset Managment, Portfolio Management, Due Diligence, Investments
Education
Fordham University 2001 — 2005
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management August 2009 - January 2011
Morgan Stanley February 2008 - July 2010
Parker Global Strategies August 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Bloomberg, Asset Managment, Portfolio Management, Due Diligence, Investments
Education
Fordham University 2001 — 2005
Marilyn Gonzalez's Morgan Stanley Experience October 1999 - March 2001
Job Independent Oil & Energy Professional
Industry Oil & Energy
Experience
New York Mercantile Exchange April 2003 - April 2006
New York Mercantile Exchange June 2002 - March 2003
New York Mercantile Exchange April 2001 - May 2002
Morgan Stanley October 1999 - March 2001
Morgan Stanley 1996 - 2001
Morgan Stanley November 1996 - October 1999
Union Bank of Switzerland January 1990 - May 1996
Skills
Bonds, Capital Markets, Commodity, Derivatives, Financial Risk, Energy, Management, Options, Risk Management, Swaps, Trading
Education
Fordham University 1985 — 1988
Bachelor of Arts (BA), Economics
Fordham University 1984 — 1988
BA, Economics Major Economic; strong; Finance
New York Mercantile Exchange April 2003 - April 2006
New York Mercantile Exchange June 2002 - March 2003
New York Mercantile Exchange April 2001 - May 2002
Morgan Stanley October 1999 - March 2001
Morgan Stanley 1996 - 2001
Morgan Stanley November 1996 - October 1999
Union Bank of Switzerland January 1990 - May 1996
Skills
Bonds, Capital Markets, Commodity, Derivatives, Financial Risk, Energy, Management, Options, Risk Management, Swaps, Trading
Education
Fordham University 1985 — 1988
Bachelor of Arts (BA), Economics
Fordham University 1984 — 1988
BA, Economics Major Economic; strong; Finance
James Ciarlante's Morgan Stanley Experience Director, Account ManagementZtango2001 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Director, Account ManagementZtango2001 - 2004
i3 Mobile, Inc. 1997 - 2001
Skills
Asset Management, Business Analysis, Capital Markets, Equities, Financial Modeling, Financial Risk, Hedge Funds, Investment Banking, Leadership, Management, Portfolio Management, Program Management, Project Management, Risk Management, SDLC, Software Project..., Trading Systems, Valuation, Vendor Management
Education
Fordham University 1992 — 1997
Morgan Stanley Director, Account ManagementZtango2001 - 2004
i3 Mobile, Inc. 1997 - 2001
Skills
Asset Management, Business Analysis, Capital Markets, Equities, Financial Modeling, Financial Risk, Hedge Funds, Investment Banking, Leadership, Management, Portfolio Management, Program Management, Project Management, Risk Management, SDLC, Software Project..., Trading Systems, Valuation, Vendor Management
Education
Fordham University 1992 — 1997
Massimo Guglielmetti's Morgan Stanley Experience July 1996 - September 2005
Job Executive Director Corporate Financial Reporting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
JPMorgan January 2012 - August 2012
JPMorgan September 2005 - January 2012
Morgan Stanley July 1996 - September 2005
Education
Fordham University 1992 — 1996
Xaverian
JPMorgan Chase September 2012 - Present
JPMorgan January 2012 - August 2012
JPMorgan September 2005 - January 2012
Morgan Stanley July 1996 - September 2005
Education
Fordham University 1992 — 1996
Xaverian
Jennifer Tirado's Morgan Stanley Experience May 2006 - June 2014
Job Client Specialist Fixed Income at Thomson Reuters
Industry Investment Banking
Experience
Thomson Reuters March 2015 - Present
Morgan Stanley May 2006 - June 2014
Skills
Bloomberg, Derivatives, Fixed Income, Investment Banking, Equities, Hedge Funds, Financial Modeling, Series 7, Capital Markets, Asset Management, Trading
Education
Fordham University
Bachelor's degree
Thomson Reuters March 2015 - Present
Morgan Stanley May 2006 - June 2014
Skills
Bloomberg, Derivatives, Fixed Income, Investment Banking, Equities, Hedge Funds, Financial Modeling, Series 7, Capital Markets, Asset Management, Trading
Education
Fordham University
Bachelor's degree
Nargi, Dawn's Morgan Stanley Experience 2013 - 2015
Job CoFounder & Vice President The W Connection / Online Educator / Public Speaker
Industry Financial Services
Experience
The W Connection 2009 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley 2006 - 2012
Seneca Group - Technology Consulting & Development 1995 - 2006
Credit Suisse 1993 - 1995
Skills
Vendor Management, HRIS, Business Analysis, SDLC, Change Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, IT Strategy, Risk Management, Sybase, Trading Systems, Financial Services, Software Project..., Talent Management, Program Management, Strategy, SaaS, Management, Leadership, CRM, Integration, Reference Data, Performance Management
Education
Fordham University
Mathematics and Computer Science
Pace University - Lubin School of Business
Master of Business Administration (MBA)
The W Connection 2009 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley 2006 - 2012
Seneca Group - Technology Consulting & Development 1995 - 2006
Credit Suisse 1993 - 1995
Skills
Vendor Management, HRIS, Business Analysis, SDLC, Change Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, IT Strategy, Risk Management, Sybase, Trading Systems, Financial Services, Software Project..., Talent Management, Program Management, Strategy, SaaS, Management, Leadership, CRM, Integration, Reference Data, Performance Management
Education
Fordham University
Mathematics and Computer Science
Pace University - Lubin School of Business
Master of Business Administration (MBA)
Iram Baez's Morgan Stanley Experience August 2012 - September 2013
Job AVP, Capital Markets System Engineer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Morgan Stanley August 2012 - September 2013
Instinet June 2008 - February 2012
Marco Polo August 2007 - April 2008
National Stock Exchange March 2006 - August 2007
NYSE Euronext October 1998 - February 2006
Skills
Electronic Trading, Market Data, Trading Systems, Unix, Equity Trading, Business Analysis, Equities, Exchange Connectivity, SQL, Access, Disaster Recovery, Linux, Databases, Quality Assurance, Vendor Management, Project Management, TCP/IP, Fidessa, ITIL, Options, Derivatives, Security, Data Center, Testing, Low Latency, Troubleshooting
Education
Fordham University 1994 — 1998
Bachelor of Science, Business School - MIS
Fordham Preparatory 1988 — 1992
Hewlett Packard Educational Facility
Pace University
Wells Fargo Securities January 2014 - Present
Morgan Stanley August 2012 - September 2013
Instinet June 2008 - February 2012
Marco Polo August 2007 - April 2008
National Stock Exchange March 2006 - August 2007
NYSE Euronext October 1998 - February 2006
Skills
Electronic Trading, Market Data, Trading Systems, Unix, Equity Trading, Business Analysis, Equities, Exchange Connectivity, SQL, Access, Disaster Recovery, Linux, Databases, Quality Assurance, Vendor Management, Project Management, TCP/IP, Fidessa, ITIL, Options, Derivatives, Security, Data Center, Testing, Low Latency, Troubleshooting
Education
Fordham University 1994 — 1998
Bachelor of Science, Business School - MIS
Fordham Preparatory 1988 — 1992
Hewlett Packard Educational Facility
Pace University
Finbar M. Carrig's Morgan Stanley Experience March 2004 - August 2012
Job Director Compliance at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Barclays Capital August 2012 - June 2014
Morgan Stanley March 2004 - August 2012
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Prime Brokerage, Series 7
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.)
Xavier High School 1989 — 1993
Wells Fargo Securities June 2014 - Present
Barclays Capital August 2012 - June 2014
Morgan Stanley March 2004 - August 2012
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Prime Brokerage, Series 7
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.)
Xavier High School 1989 — 1993
John O'Keeffe's Morgan Stanley Experience September 1998 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1998 - Present
KPMG 1993 - 1998
Education
Fordham University 1989 — 1993
Bachelor of Science (BS), Accounting
Morgan Stanley September 1998 - Present
KPMG 1993 - 1998
Education
Fordham University 1989 — 1993
Bachelor of Science (BS), Accounting
Gerald Glackin, PMP & CSM's Morgan Stanley Experience 2003 - 2006
Job Senior Project Manager in the Global PMO at Michael Kors
Industry Information Technology and Services
Experience
Michael Kors September 2013 - Present
iSoftStone July 2012 - September 2013
The Jones Group 2007 - July 2012
Morgan Stanley 2003 - 2006
Morgan Stanley 2000 - 2003
Morgan Stanley 1998 - 2000
Skills
Research, Business Analysis, Visio, CRM, Management, Vendor Management, Training, SDLC, SharePoint, Integration, Microsoft Word, Troubleshooting, MS Project, PowerPoint, Microsoft Excel, Project Management
Education
New York University 2009 — 2010
Business Project Management
Fordham University 1985 — 1989
Michael Kors September 2013 - Present
iSoftStone July 2012 - September 2013
The Jones Group 2007 - July 2012
Morgan Stanley 2003 - 2006
Morgan Stanley 2000 - 2003
Morgan Stanley 1998 - 2000
Skills
Research, Business Analysis, Visio, CRM, Management, Vendor Management, Training, SDLC, SharePoint, Integration, Microsoft Word, Troubleshooting, MS Project, PowerPoint, Microsoft Excel, Project Management
Education
New York University 2009 — 2010
Business Project Management
Fordham University 1985 — 1989
John O'Keeffe's Morgan Stanley Experience September 1998 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1998 - Present
Education
Fordham University 1989 — 1993
Morgan Stanley September 1998 - Present
Education
Fordham University 1989 — 1993
Karan Pardasani's Morgan Stanley Experience October 2014 - Present
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Barclays March 2013 - October 2014
UBS Investment Bank January 2011 - March 2013
The Bank of New York Mellon June 2008 - December 2010
InterMerchant Securities June 2007 - September 2007
Banner Capital July 2006 - December 2006
Raymond James June 2005 - August 2005
Education
Fordham University 2004 — 2008
Finance
Morgan Stanley October 2014 - Present
Barclays March 2013 - October 2014
UBS Investment Bank January 2011 - March 2013
The Bank of New York Mellon June 2008 - December 2010
InterMerchant Securities June 2007 - September 2007
Banner Capital July 2006 - December 2006
Raymond James June 2005 - August 2005
Education
Fordham University 2004 — 2008
Finance
Michael Kieran's Morgan Stanley Experience April 2003 - February 2008
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan June 2014 - Present
Barclay's Capital February 2008 - June 2014
Morgan Stanley April 2003 - February 2008
Citigroup January 2000 - December 2002
Skills
Market Data, Derivatives, Trading Systems, Electronic Trading, Fixed Income, VBA, Equities, Investment Banking, Financial Markets, FX Options, SQL, Exchange Connectivity, Sybase, Prime Brokerage, Vendor Management, Unix, Bonds, Capital Markets, Risk Management, PMO, Middle Office, Change Management
Education
Fordham University 1991 — 1993
BS, Business Management
Penn State University 1990 — 1991
J.P. Morgan June 2014 - Present
Barclay's Capital February 2008 - June 2014
Morgan Stanley April 2003 - February 2008
Citigroup January 2000 - December 2002
Skills
Market Data, Derivatives, Trading Systems, Electronic Trading, Fixed Income, VBA, Equities, Investment Banking, Financial Markets, FX Options, SQL, Exchange Connectivity, Sybase, Prime Brokerage, Vendor Management, Unix, Bonds, Capital Markets, Risk Management, PMO, Middle Office, Change Management
Education
Fordham University 1991 — 1993
BS, Business Management
Penn State University 1990 — 1991
Jeremy McCants's Morgan Stanley Experience April 2013 - Present
Job Investor Relations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
GlobeOp Financial Services December 2007 - April 2013
Skills
Bloomberg, Equities, Hedge Funds
Education
Fordham University 2003 — 2007
Morgan Stanley April 2013 - Present
GlobeOp Financial Services December 2007 - April 2013
Skills
Bloomberg, Equities, Hedge Funds
Education
Fordham University 2003 — 2007
Linda Dionisio's Morgan Stanley Experience July 2008 - December 2010
Job Marketing/Project Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2010 - Present
Morgan Stanley July 2008 - December 2010
TheMarkets.com, LLC June 2007 - December 2007
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration: Finance, Marketing, International Business
Morgan Stanley Smith Barney December 2010 - Present
Morgan Stanley July 2008 - December 2010
TheMarkets.com, LLC June 2007 - December 2007
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration: Finance, Marketing, International Business
Matt Gambale's Morgan Stanley Experience May 2014 - Present
Job Regulatory Operations
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Goldman Sachs April 2004 - May 2014
Merrill Lynch June 2002 - April 2004
Skills
Series 7, Risk Management, Financial Services, Microsoft Excel, Operational Risk..., Microsoft Office
Education
Fordham University 1998 — 2002
Bachelor of Science (BS), Finance, General
Xavier High School 1994 — 1998
Morgan Stanley May 2014 - Present
Goldman Sachs April 2004 - May 2014
Merrill Lynch June 2002 - April 2004
Skills
Series 7, Risk Management, Financial Services, Microsoft Excel, Operational Risk..., Microsoft Office
Education
Fordham University 1998 — 2002
Bachelor of Science (BS), Finance, General
Xavier High School 1994 — 1998
Jose Hermoza's Morgan Stanley Experience August 2006 - November 2007
Job Vice President Credit Markets Product Control
Industry Financial Services
Experience
RBS 2007 - July 2012
Morgan Stanley August 2006 - November 2007
Goldman Sachs February 2006 - September 2006
Merrill Lynch December 2003 - February 2006
HypoVereinsbank August 2001 - December 2003
Skills
Product Control, Credit Derivatives, Fixed Income, Swaps, Bloomberg, Interest Rate..., Equities, Structured Products, Derivatives, Capital Markets, Market Risk, CDS, Valuation, FX Options, Options, Bonds, Microsoft Excel, Bloomberg Terminal, Visual Basic, System Architecture, Microsoft Office, Functions, MS Excel Pivot Tables, Data Analysis
Education
Fordham University 1997 — 2001
B.S., Finance Major / Economics Minor
RBS 2007 - July 2012
Morgan Stanley August 2006 - November 2007
Goldman Sachs February 2006 - September 2006
Merrill Lynch December 2003 - February 2006
HypoVereinsbank August 2001 - December 2003
Skills
Product Control, Credit Derivatives, Fixed Income, Swaps, Bloomberg, Interest Rate..., Equities, Structured Products, Derivatives, Capital Markets, Market Risk, CDS, Valuation, FX Options, Options, Bonds, Microsoft Excel, Bloomberg Terminal, Visual Basic, System Architecture, Microsoft Office, Functions, MS Excel Pivot Tables, Data Analysis
Education
Fordham University 1997 — 2001
B.S., Finance Major / Economics Minor
Elena Tomasino's Morgan Stanley Experience September 2011 - Present
Job VP | Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
OgilvyAction March 2011 - September 2011
United Capital Financial Advisers, LLC. January 2010 - March 2011
JPMorgan Chase July 2004 - January 2010
Merrill Lynch September 2003 - January 2004
Canon Business Solutions June 2003 - August 2003
The White House January 2003 - June 2003
Forbes Magazine June 2002 - January 2003
Education
Fordham University 2000 — 2004
BS, Business Administration, Finance, Economics, Communications and Media Management
The George Washington University 2003 — 2003
Semester in Washington
GC
Morgan Stanley September 2011 - Present
OgilvyAction March 2011 - September 2011
United Capital Financial Advisers, LLC. January 2010 - March 2011
JPMorgan Chase July 2004 - January 2010
Merrill Lynch September 2003 - January 2004
Canon Business Solutions June 2003 - August 2003
The White House January 2003 - June 2003
Forbes Magazine June 2002 - January 2003
Education
Fordham University 2000 — 2004
BS, Business Administration, Finance, Economics, Communications and Media Management
The George Washington University 2003 — 2003
Semester in Washington
GC
Jim Balchunas's Morgan Stanley Experience 2006 - 2008
Job Senior Consultant Application Support at BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Noel Flynn, CPA's Morgan Stanley Experience March 1996 - May 2004
Job Chief Financial Officer at Kepos Capital LP
Industry Investment Management
Experience
Kepos Capital LP May 2010 - Present
Satellite Asset Management May 2004 - May 2010
Morgan Stanley March 1996 - May 2004
Arthur Andersen LLP September 1993 - March 1996
Skills
Hedge Funds, Alternative Investments, Equities, Derivatives, Fixed Income, Bloomberg, Securities, Investments, Valuation, Trading, Prime Brokerage, Series 7, Options, Financial Services, Portfolio Management, Asset Management, Due Diligence, Finance, FX Options, Fund Accounting, Equity Derivatives, Swaps, Private Equity
Education
Fordham University 1989 — 1993
Bachelor of Science, Accounting
Kepos Capital LP May 2010 - Present
Satellite Asset Management May 2004 - May 2010
Morgan Stanley March 1996 - May 2004
Arthur Andersen LLP September 1993 - March 1996
Skills
Hedge Funds, Alternative Investments, Equities, Derivatives, Fixed Income, Bloomberg, Securities, Investments, Valuation, Trading, Prime Brokerage, Series 7, Options, Financial Services, Portfolio Management, Asset Management, Due Diligence, Finance, FX Options, Fund Accounting, Equity Derivatives, Swaps, Private Equity
Education
Fordham University 1989 — 1993
Bachelor of Science, Accounting
Erin Ksenak's Morgan Stanley Experience July 2009 - June 2010
Job Portfolio Manager at Affinity Investment Advisors
Industry Financial Services
Experience
Affinity Investment Advisors October 2014 - Present
Miller Investment Management May 2014 - October 2014
Echo Point Investment Management June 2010 - January 2014
Morgan Stanley July 2009 - June 2010
MKP Capital October 2008 - May 2009
Credit Suisse June 2008 - August 2008
Credit Suisse January 2008 - May 2008
Credit Suisse June 2007 - August 2007
Skills
Investment Banking, Fixed Income, Equities, Trading, Portfolio Management, FX trading
Education
Fordham University 2005 — 2009
B.S., Finance
Affinity Investment Advisors October 2014 - Present
Miller Investment Management May 2014 - October 2014
Echo Point Investment Management June 2010 - January 2014
Morgan Stanley July 2009 - June 2010
MKP Capital October 2008 - May 2009
Credit Suisse June 2008 - August 2008
Credit Suisse January 2008 - May 2008
Credit Suisse June 2007 - August 2007
Skills
Investment Banking, Fixed Income, Equities, Trading, Portfolio Management, FX trading
Education
Fordham University 2005 — 2009
B.S., Finance
Pat McMenamin's Morgan Stanley Experience December 2000 - November 2001
Job Sales Representative at CoastLine International
Industry Financial Services
Experience
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Coast-Line International July 2009 - Present
Bear Stearns January 2002 - June 2008
Bear Wagner Specialists 2002 - 2007
Morgan Stanley December 2000 - November 2001
Merrill Lynch July 1999 - December 2000
Skills
Bloomberg, Options, Series 7, Equity Trading, Process Improvement, Trading, Fixed Income, Sales Management, Hedge Funds, Equities, Sales, Trading Systems, Securities, Electronic Trading, Derivatives, Alternative Investments, Series 63, Mutual Funds, FINRA, Capital Markets, Investments, Financial Markets, Asset Allocation, Asset Management
Education
Fordham University 1995 — 1999
BS, Finance
Father Judge HS 1991 — 1995
Doug Portway's Morgan Stanley Experience May 1998 - January 2002
Job Vice President at AIG Global Real Estate
Industry Real Estate
Experience
AIG Global Real Estate May 2013 - Present
BlackRock May 2011 - Present
AIG Global Real Estate July 2005 - June 2011
Strategic Resources Corp January 2002 - July 2005
Morgan Stanley May 1998 - January 2002
Landauer January 1993 - May 1998
CoreStates Bank 1989 - 1993
Miller & Kafes 1984 - 1989
Education
Fordham University 1979 — 1983
BA, History
AIG Global Real Estate May 2013 - Present
BlackRock May 2011 - Present
AIG Global Real Estate July 2005 - June 2011
Strategic Resources Corp January 2002 - July 2005
Morgan Stanley May 1998 - January 2002
Landauer January 1993 - May 1998
CoreStates Bank 1989 - 1993
Miller & Kafes 1984 - 1989
Education
Fordham University 1979 — 1983
BA, History
Frank Roca, CPA, MBA's Morgan Stanley Experience June 2004 - November 2008
Job Executive Director at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase May 2014 - Present
General Motors November 2008 - May 2014
Morgan Stanley June 2004 - November 2008
Deutsche Bank 1998 - 2004
Prudential Financial 1994 - 1998
AIG 1990 - 1994
Skills
Capital Markets, Trading, Mutual Funds, Asset, Equities, Investment Management, Risk Management, Treasury Management, Brokerage, Commercial Insurance, Corporate Finance, Internal Audit, Accounting, Hedge Funds, FX hedging, Global Business..., Thought Leadership, Hedge Accounting, Pension Administration, Alternative Investments, Front to Back Office, IT Audit, Auditing, Wealth Management, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Operational Risk..., SEC filings, Finance
Education
Fordham University 1996 — 1998
MBA, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Accounting
JPMorgan Chase May 2014 - Present
General Motors November 2008 - May 2014
Morgan Stanley June 2004 - November 2008
Deutsche Bank 1998 - 2004
Prudential Financial 1994 - 1998
AIG 1990 - 1994
Skills
Capital Markets, Trading, Mutual Funds, Asset, Equities, Investment Management, Risk Management, Treasury Management, Brokerage, Commercial Insurance, Corporate Finance, Internal Audit, Accounting, Hedge Funds, FX hedging, Global Business..., Thought Leadership, Hedge Accounting, Pension Administration, Alternative Investments, Front to Back Office, IT Audit, Auditing, Wealth Management, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Operational Risk..., SEC filings, Finance
Education
Fordham University 1996 — 1998
MBA, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Accounting
Nora Doyle's Morgan Stanley Experience June 2006 - Present
Job Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Skills
Fraud, Internal Investigations, Securities Regulation, Insider Trading Analysis
Education
Fordham University 2001 — 2005
BA, Sociology, Communications
Morgan Stanley June 2006 - Present
Skills
Fraud, Internal Investigations, Securities Regulation, Insider Trading Analysis
Education
Fordham University 2001 — 2005
BA, Sociology, Communications
Matt Malutich's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley March 2012 - January 2015
Morgan Stanley 2006 - 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 1999 - 2005
Morgan Stanley 1996 - 1999
NYNEX 1995 - 1996
Skills
Banking, Wealth Management, Private Banking, Relationship Management, Project Management, Cash Management, Process Improvement, Microsoft Office, Visio, SharePoint, Quality Center, Salesforce.com, Finance, Program Management, Series 7, Fixed Income
Education
Fordham University 1990 — 1994
BA, Political Science, Russian Studies
Morgan Stanley January 2015 - Present
Morgan Stanley March 2012 - January 2015
Morgan Stanley 2006 - 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 1999 - 2005
Morgan Stanley 1996 - 1999
NYNEX 1995 - 1996
Skills
Banking, Wealth Management, Private Banking, Relationship Management, Project Management, Cash Management, Process Improvement, Microsoft Office, Visio, SharePoint, Quality Center, Salesforce.com, Finance, Program Management, Series 7, Fixed Income
Education
Fordham University 1990 — 1994
BA, Political Science, Russian Studies
Jacqueline Waugh's Morgan Stanley Experience August 2007 - December 2009
Job Campus Recruiter at Citi
Industry Investment Banking
Experience
Citi 2010 - Present
Bridgewater Associates December 2009 - November 2010
Morgan Stanley August 2007 - December 2009
UBS Investment Bank 2006 - 2007
Education
Fordham University 2002 — 2006
B.A., Media & Communications
Citi 2010 - Present
Bridgewater Associates December 2009 - November 2010
Morgan Stanley August 2007 - December 2009
UBS Investment Bank 2006 - 2007
Education
Fordham University 2002 — 2006
B.A., Media & Communications
Ilene Shore's Morgan Stanley Experience 2000 - 2003
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
Evelyn (Kim) Anastos's Morgan Stanley Experience January 2008 - July 2011
Job Professional at Morgan Stanley
Industry Financial Services
Experience
J.P. Morgan August 2011 - November 2011
Morgan Stanley January 2008 - July 2011
Education
Fordham University
Master of Social Work (MSW)
Rutgers University-New Brunswick 2002 — 2006
Bachelor Arts, Criminal Justice, Women & Gender Studies and Africana Studies
J.P. Morgan August 2011 - November 2011
Morgan Stanley January 2008 - July 2011
Education
Fordham University
Master of Social Work (MSW)
Rutgers University-New Brunswick 2002 — 2006
Bachelor Arts, Criminal Justice, Women & Gender Studies and Africana Studies
Joe Siniscalchi's Morgan Stanley Experience July 1984 - September 2002
Job Various at for Non Profits
Industry Financial Services
Experience
non profit organizations January 2012 - Present
Morgan Stanley July 1984 - September 2002
Morgan Stanley Smith Barney 1984 - 2002
Skills
Series 7, Management, Wealth Management, Fixed Income, Securities, Mutual Funds, Trading, Business Analysis, Investments, Asset Managment, Equities
Education
Fordham University
BS
non profit organizations January 2012 - Present
Morgan Stanley July 1984 - September 2002
Morgan Stanley Smith Barney 1984 - 2002
Skills
Series 7, Management, Wealth Management, Fixed Income, Securities, Mutual Funds, Trading, Business Analysis, Investments, Asset Managment, Equities
Education
Fordham University
BS
Jerry Nudge's Morgan Stanley Experience April 2009 - July 2009
Job Associate Director, Commodity Futures Trading Commission
Industry Banking
Experience
Commodity Futures Trading Commission July 2009 - Present
Morgan Stanley April 2009 - July 2009
Citigroup 1994 - 2009
Drexel Burnham Lambert June 1986 - June 1989
National Futures June 1984 - June 1986
National Futures Association 1984 - 1986
Education
Fordham University 1980 — 1984
BS, Accounting
Commodity Futures Trading Commission July 2009 - Present
Morgan Stanley April 2009 - July 2009
Citigroup 1994 - 2009
Drexel Burnham Lambert June 1986 - June 1989
National Futures June 1984 - June 1986
National Futures Association 1984 - 1986
Education
Fordham University 1980 — 1984
BS, Accounting
Elizabeth Lahens's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Citi January 1997 - December 2013
Skills
Operational Risk..., Banking, Financial Risk, Financial Services, Risk Management, Fixed Income, Securities, Derivatives, Hedge Funds, Capital Markets, Equities, Financial Analysis, Financial Markets, Emerging Markets, Investment Banking, Management, Corporate Finance
Education
Fordham University 1988 — 1992
BA, Communications & International Studies
Morgan Stanley January 2014 - Present
Citi January 1997 - December 2013
Skills
Operational Risk..., Banking, Financial Risk, Financial Services, Risk Management, Fixed Income, Securities, Derivatives, Hedge Funds, Capital Markets, Equities, Financial Analysis, Financial Markets, Emerging Markets, Investment Banking, Management, Corporate Finance
Education
Fordham University 1988 — 1992
BA, Communications & International Studies
Judy Chow's Morgan Stanley Experience 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Societe Generale October 2010 - 2011
Goldman Sachs April 2000 - January 2008
UBS July 1996 - September 1999
Skills
Fund Of Funds
Education
Fordham University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Morgan Stanley 2011 - Present
Societe Generale October 2010 - 2011
Goldman Sachs April 2000 - January 2008
UBS July 1996 - September 1999
Skills
Fund Of Funds
Education
Fordham University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Lisa Demko's Morgan Stanley Experience 1994 - 1996
Job Leadership Development Executive at Bank of America
Industry Financial Services
Experience
Bank of America April 2000 - Present
Bank of America April 2000 - September 2011
Sibson Consulting 1998 - 2000
Morgan Stanley 1994 - 1996
Skills
Talent Management, Banking, Organizational..., Leadership Development, Change Management, Succession Planning, Onboarding, Organizational Design, Performance Management, Talent Acquisition, Employee Engagement, Relationship Management, Metrics, Executive Development, Acquisition Integration, Employee Relations, Recruiting, Human Resources, CRM, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, HR and Marketing
Fordham University 1990 — 1994
BS, Finance and Management
Bank of America April 2000 - Present
Bank of America April 2000 - September 2011
Sibson Consulting 1998 - 2000
Morgan Stanley 1994 - 1996
Skills
Talent Management, Banking, Organizational..., Leadership Development, Change Management, Succession Planning, Onboarding, Organizational Design, Performance Management, Talent Acquisition, Employee Engagement, Relationship Management, Metrics, Executive Development, Acquisition Integration, Employee Relations, Recruiting, Human Resources, CRM, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, HR and Marketing
Fordham University 1990 — 1994
BS, Finance and Management
Keith Ludwig, CPA's Morgan Stanley Experience December 2004 - January 2010
Job Senior Vice President Domestic Tax Compliance at Citi
Industry Financial Services
Experience
Citi January 2010 - Present
Morgan Stanley December 2004 - January 2010
BDO Seidman, LLP February 2001 - December 2004
Education
Fordham University 1997 — 2001
Citi January 2010 - Present
Morgan Stanley December 2004 - January 2010
BDO Seidman, LLP February 2001 - December 2004
Education
Fordham University 1997 — 2001
Ken Rogozinski's Morgan Stanley Experience April 2006 - June 2007
Job CEO at Dreadnought Capital Management
Industry Capital Markets
Experience
Dreadnought Capital Management February 2009 - Present
JP Morgan July 2007 - January 2009
Morgan Stanley April 2006 - June 2007
Greystone & Co. 1998 - 2006
Goldman Sachs 1990 - 1998
Standard & Poor's 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Fordham University 1983 — 1985
BS, Finance
United States Naval Academy 1981 — 1983
Dreadnought Capital Management February 2009 - Present
JP Morgan July 2007 - January 2009
Morgan Stanley April 2006 - June 2007
Greystone & Co. 1998 - 2006
Goldman Sachs 1990 - 1998
Standard & Poor's 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Fordham University 1983 — 1985
BS, Finance
United States Naval Academy 1981 — 1983
Nicole Woods Sciuto's Morgan Stanley Experience April 2004 - February 2010
Job International Tax Transfer Pricing
Industry Financial Services
Experience
Morgan Stanley April 2004 - February 2010
Prudential Financial June 2002 - April 2004
Education
Fordham University 1998 — 2002
BS, Finance & Economics
Morgan Stanley April 2004 - February 2010
Prudential Financial June 2002 - April 2004
Education
Fordham University 1998 — 2002
BS, Finance & Economics
Nilda Gardon Lindorfer's Morgan Stanley Experience February 1984 - May 1987
Job Global Mobility Consultant
Industry Human Resources
Experience
The Right Move Group March 2010 - Present
Growing Places April 2001 - September 2011
Stanford University September 1993 - October 1994
McKinsey & Company May 1987 - August 1989
Morgan Stanley February 1984 - May 1987
Skills
Sales
Education
Fordham University 1984 — 1989
Marketing, management, theology
The Right Move Group March 2010 - Present
Growing Places April 2001 - September 2011
Stanford University September 1993 - October 1994
McKinsey & Company May 1987 - August 1989
Morgan Stanley February 1984 - May 1987
Skills
Sales
Education
Fordham University 1984 — 1989
Marketing, management, theology
Michael Mara's Morgan Stanley Experience 2007 - May 2014
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Morgan Stanley 2007 - May 2014
Barclays Capital 2006 - 2007
Barclays Capital 2004 - 2006
US Clearing/ Fleet Securities 2002 - 2004
Skills
Equities, Prime Brokerage, Trading, Hedge Funds, Fixed Income, Bloomberg, Securities, Securities Lending, Series 7, Collateral Management, Series 63, Derivatives, Series 24
Education
Fordham University 1998 — 2002
BS, Finance, Economics Minor
St. Peter's Prep 1994 — 1998
Bank of America Merrill Lynch July 2014 - Present
Morgan Stanley 2007 - May 2014
Barclays Capital 2006 - 2007
Barclays Capital 2004 - 2006
US Clearing/ Fleet Securities 2002 - 2004
Skills
Equities, Prime Brokerage, Trading, Hedge Funds, Fixed Income, Bloomberg, Securities, Securities Lending, Series 7, Collateral Management, Series 63, Derivatives, Series 24
Education
Fordham University 1998 — 2002
BS, Finance, Economics Minor
St. Peter's Prep 1994 — 1998
Nicholas Byrnes's Morgan Stanley Experience August 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Pentegra Retirement Services October 2006 - August 2007
TD Ameritrade July 2003 - June 2006
Skills
Series 7, Equities, Fixed Income, Hedge Funds, Investments, Securities, Bloomberg
Education
Fordham University 1998 — 2002
BA, Economics
Morgan Stanley August 2007 - Present
Pentegra Retirement Services October 2006 - August 2007
TD Ameritrade July 2003 - June 2006
Skills
Series 7, Equities, Fixed Income, Hedge Funds, Investments, Securities, Bloomberg
Education
Fordham University 1998 — 2002
BA, Economics
Mariel Coker's Morgan Stanley Experience June 2010 - March 2013
Job Senior Manager at FLSV Fund Administration Services
Industry Accounting
Experience
FLSV Fund Administration Services March 2013 - Present
Morgan Stanley June 2010 - March 2013
KPMG Audit June 2004 - June 2010
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting
Education
Fordham University 2001 — 2005
BS, Public Accounting
FLSV Fund Administration Services March 2013 - Present
Morgan Stanley June 2010 - March 2013
KPMG Audit June 2004 - June 2010
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting
Education
Fordham University 2001 — 2005
BS, Public Accounting
Liz Rapp's Morgan Stanley Experience July 2008 - February 2012
Job PhD Student
Industry Hospital & Health Care
Experience
Morgan Stanley July 2008 - February 2012
Skills
Series 7, Bloomberg, Financial Modeling, Microsoft Excel, Capital Markets, Hedge Funds, Financial Analysis, PowerPoint, Options, Research, Microsoft Office, Alternative Investments, Fixed Income, Management Consulting, Competitive Analysis
Education
University of Delaware 2013 — 2017
Doctor of Philosophy (PhD) - student, Biomechanics and Movement Science
Fordham University 2011 — 2012
Post-Baccalaureate, Pre-Physical Therapy Studies
Georgetown University 2004 — 2008
BS, Mathematics, Economics
Morgan Stanley July 2008 - February 2012
Skills
Series 7, Bloomberg, Financial Modeling, Microsoft Excel, Capital Markets, Hedge Funds, Financial Analysis, PowerPoint, Options, Research, Microsoft Office, Alternative Investments, Fixed Income, Management Consulting, Competitive Analysis
Education
University of Delaware 2013 — 2017
Doctor of Philosophy (PhD) - student, Biomechanics and Movement Science
Fordham University 2011 — 2012
Post-Baccalaureate, Pre-Physical Therapy Studies
Georgetown University 2004 — 2008
BS, Mathematics, Economics
Joann Castro's Morgan Stanley Experience May 2007 - March 2011
Job Credit Analyst at Marubeni America Corporation
Industry Import and Export
Experience
Marubeni Corporation September 2012 - Present
United Auto Credit Corporation March 2011 - December 2011
Morgan Stanley May 2007 - March 2011
HSBC January 2002 - May 2007
Skills
Portfolio Management, Capital Markets, Credit Risk, Fixed Income, Credit, Equities, Loans, Banking, Financial Services, Financial Risk, Analysis, Sales, Customer Service, Real Estate, Operations Management
Education
Fordham University 2002 — 2007
B.S., Finance
Aquinas High School
Marubeni Corporation September 2012 - Present
United Auto Credit Corporation March 2011 - December 2011
Morgan Stanley May 2007 - March 2011
HSBC January 2002 - May 2007
Skills
Portfolio Management, Capital Markets, Credit Risk, Fixed Income, Credit, Equities, Loans, Banking, Financial Services, Financial Risk, Analysis, Sales, Customer Service, Real Estate, Operations Management
Education
Fordham University 2002 — 2007
B.S., Finance
Aquinas High School
Mary-Margaret Oppus's Morgan Stanley Experience August 2011 - Present
Job Sales Associate
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley August 2007 - July 2011
Education
Fordham University 2003 — 2007
Morgan Stanley August 2011 - Present
Morgan Stanley August 2007 - July 2011
Education
Fordham University 2003 — 2007
John Henry, PMP's Morgan Stanley Experience May 2011 - July 2012
Job Project Manager at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente October 2012 - Present
Morgan Stanley May 2011 - July 2012
AXA Equitable August 2007 - November 2009
Skills
Project Management, Program Management, Team Leadership, Business Analysis, Process Improvement, Quality Assurance, SDLC, Resource Management, Vendor Management, Visio, Software Project..., Requirements Analysis, MS Project
Education
Fordham University 1991 — 1996
B.A., Communications
School name:
Kaiser Permanente October 2012 - Present
Morgan Stanley May 2011 - July 2012
AXA Equitable August 2007 - November 2009
Skills
Project Management, Program Management, Team Leadership, Business Analysis, Process Improvement, Quality Assurance, SDLC, Resource Management, Vendor Management, Visio, Software Project..., Requirements Analysis, MS Project
Education
Fordham University 1991 — 1996
B.A., Communications
School name:
Jeong-won (Jennifer) Han's Morgan Stanley Experience June 2015 - Present
Job Attorney. New Jersey (Admitted), New York Pending Admission. CAMS
Industry Law Practice
Experience
Morgan Stanley June 2015 - Present
Maybank October 2014 - December 2014
The Chambers of the Honorable Hector R. Velazquez May 2014 - July 2014
Calypso Capital January 2014 - May 2014
Mintz & Fraade, P.C. September 2013 - November 2013
Skills
ACAMS, Legal Compliance, Legal Writing, Westlaw, Corporate Law, Contractual Agreements, Legal Research, Securities, Policy Analysis, International Relations, International Human..., Politics, Microsoft Office
Education
New York Law School 2011 — 2015
Juris Doctor (J.D.), Banking and Financial Support Services, Securities Transactions, Compliance
Fordham University 2009 — 2011
Bachelor of Arts, magna cum laude, Political Science
Morgan Stanley June 2015 - Present
Maybank October 2014 - December 2014
The Chambers of the Honorable Hector R. Velazquez May 2014 - July 2014
Calypso Capital January 2014 - May 2014
Mintz & Fraade, P.C. September 2013 - November 2013
Skills
ACAMS, Legal Compliance, Legal Writing, Westlaw, Corporate Law, Contractual Agreements, Legal Research, Securities, Policy Analysis, International Relations, International Human..., Politics, Microsoft Office
Education
New York Law School 2011 — 2015
Juris Doctor (J.D.), Banking and Financial Support Services, Securities Transactions, Compliance
Fordham University 2009 — 2011
Bachelor of Arts, magna cum laude, Political Science
EUGENE MADDEN's Morgan Stanley Experience June 2005 - November 2008
Job FINANCIAL ADVISOR at MERRILL LYNCH
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Morgan Stanley June 2005 - November 2008
Skills
Alternative Investments, Asset Allocation, Equities, Mutual Funds, Series 7, Uniform Combined State..., Investment Advisory, Wealth Management, Investment Strategies, ETFs, Fixed Income, Securities, Bonds, Investment Management, Options, Finance, Asset Management, Retirement Planning, Financial Services, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management
Education
Fordham University
BS, FINANCE
New York University
FINANCIAL PLANNINGI
Pace University - Lubin School of Business
MBA, INVESTMENT MANAGEMENT
Merrill Lynch November 2008 - Present
Morgan Stanley June 2005 - November 2008
Skills
Alternative Investments, Asset Allocation, Equities, Mutual Funds, Series 7, Uniform Combined State..., Investment Advisory, Wealth Management, Investment Strategies, ETFs, Fixed Income, Securities, Bonds, Investment Management, Options, Finance, Asset Management, Retirement Planning, Financial Services, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management
Education
Fordham University
BS, FINANCE
New York University
FINANCIAL PLANNINGI
Pace University - Lubin School of Business
MBA, INVESTMENT MANAGEMENT
Jamine Madrid's Morgan Stanley Experience June 2007 - October 2009
Job Senior Specialist at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab March 2014 - Present
Charles Schwab December 2010 - March 2014
MORGAN STANLEY June 2007 - October 2009
BNP PARIBAS June 2006 - January 2007
MERRILL LYNCH January 2006 - May 2006
TIME OUT NEW YORK August 2005 - December 2005
Skills
Program Management, Windows, Data Analysis, Fundraising, Marketing, Finance, Research, Microsoft Office, Leadership, Market Research, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Management
Education
Fordham University 2003 — 2007
BS, Finance, Marketing, Economics, and International Business
Charles Schwab March 2014 - Present
Charles Schwab December 2010 - March 2014
MORGAN STANLEY June 2007 - October 2009
BNP PARIBAS June 2006 - January 2007
MERRILL LYNCH January 2006 - May 2006
TIME OUT NEW YORK August 2005 - December 2005
Skills
Program Management, Windows, Data Analysis, Fundraising, Marketing, Finance, Research, Microsoft Office, Leadership, Market Research, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Management
Education
Fordham University 2003 — 2007
BS, Finance, Marketing, Economics, and International Business
Eileen Keating-Sullivan's Morgan Stanley Experience June 1990 - June 1992
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 1996 - Present
UBS 1996 - Present
Meredith, Martin and Kaye Inc June 1992 - May 1996
Morgan Stanley June 1990 - June 1992
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Securities, Trading, Asset Management, High Net Worth..., Portfolio Management, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Financial Services, Valuation, Investment Advisory, Asset Allocation, Swaps, Financial Markets, Investments
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Finace
Fordham University 1986 — 1990
Bachelor of Arts (BA), Economics
UBS Wealth Management May 1996 - Present
UBS 1996 - Present
Meredith, Martin and Kaye Inc June 1992 - May 1996
Morgan Stanley June 1990 - June 1992
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Securities, Trading, Asset Management, High Net Worth..., Portfolio Management, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Financial Services, Valuation, Investment Advisory, Asset Allocation, Swaps, Financial Markets, Investments
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Finace
Fordham University 1986 — 1990
Bachelor of Arts (BA), Economics
Jenny Zheng Lin's Morgan Stanley Experience 2011 - August 2012
Job Corporate Tax Compliance Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - August 2012
New York Network Action Consortium 2010 - 2010
Skills
Finance, Data Analysis, Accounting, Tax Reporting, Customer Service, International Studies, Asian Studies, International Business..., Mandarin
Education
Fordham University 2008 — 2012
Applied Accounting and Finance
University of International Business and Economics 2011 — 2011
Bachelor's degree, International Business
Morgan Stanley 2011 - August 2012
New York Network Action Consortium 2010 - 2010
Skills
Finance, Data Analysis, Accounting, Tax Reporting, Customer Service, International Studies, Asian Studies, International Business..., Mandarin
Education
Fordham University 2008 — 2012
Applied Accounting and Finance
University of International Business and Economics 2011 — 2011
Bachelor's degree, International Business
Joseph Licursi's Morgan Stanley Experience June 2010 - January 2012
Job Controller at Melody Capital Partners, LP
Industry Financial Services
Experience
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
Eleanor Webb's Morgan Stanley Experience September 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Shearman & Sterling LLP September 1999 - September 2005
Skills
Capital Markets, Equity Derivatives, Derivatives, Securities
Education
Fordham University
Morgan Stanley September 2005 - Present
Shearman & Sterling LLP September 1999 - September 2005
Skills
Capital Markets, Equity Derivatives, Derivatives, Securities
Education
Fordham University
Jun Mai's Morgan Stanley Experience August 2009 - July 2010
Job
Industry Financial Services
Experience
Citi November 2014 - Present
Interactive Brokers Group April 2014 - October 2014
UBS January 2011 - March 2014
Morgan Stanley August 2009 - July 2010
American Express October 2006 - July 2009
Merrill Lynch August 2004 - September 2006
Skills
FATCA, International Tax, Tax, Income Tax, Tax Planning and..., Tax Reporting, Project Management, FATCA Implementation, Information Reporting, Financial Services, Corporate Tax, Financial Analysis, Microsoft Excel, Financial Accounting, Due Diligence, Microsoft Word, PowerPoint
Education
Fordham University 2010 — 2012
MS, taxation
Pace University 2002 — 2006
BBA, Accounting
Citi November 2014 - Present
Interactive Brokers Group April 2014 - October 2014
UBS January 2011 - March 2014
Morgan Stanley August 2009 - July 2010
American Express October 2006 - July 2009
Merrill Lynch August 2004 - September 2006
Skills
FATCA, International Tax, Tax, Income Tax, Tax Planning and..., Tax Reporting, Project Management, FATCA Implementation, Information Reporting, Financial Services, Corporate Tax, Financial Analysis, Microsoft Excel, Financial Accounting, Due Diligence, Microsoft Word, PowerPoint
Education
Fordham University 2010 — 2012
MS, taxation
Pace University 2002 — 2006
BBA, Accounting
John Ledva's Morgan Stanley Experience May 2013 - Present
Job U.S. Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Morgan Stanley May 2013 - Present
Kelson Group, Financial Services September 2011 - April 2012
Merrill Lynch, Global Wealth Management January 2011 - August 2011
Skills
Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Asset Managment, Derivatives, Alternative Investments, Finance, Equities, Leadership, Financial Services, Financial Markets, Fixed Income, Asset Management, Mutual Funds, Financial Analysis
Education
Fordham University 2008 — 2012
Bachelor's of Science, Finance
Legg Mason July 2015 - Present
Morgan Stanley May 2013 - Present
Kelson Group, Financial Services September 2011 - April 2012
Merrill Lynch, Global Wealth Management January 2011 - August 2011
Skills
Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Asset Managment, Derivatives, Alternative Investments, Finance, Equities, Leadership, Financial Services, Financial Markets, Fixed Income, Asset Management, Mutual Funds, Financial Analysis
Education
Fordham University 2008 — 2012
Bachelor's of Science, Finance
Leonard DeFranco's Morgan Stanley Experience July 2011 - July 2014
Job Staff Writer
Industry E-Learning
Experience
Grovo 2014 - Present
Morgan Stanley July 2011 - July 2014
Fordham University October 2006 - May 2010
Universal Music Group January 2008 - June 2008
Fordham University Campus Activities Board April 2006 - May 2008
Nina Albano Vidmer & Associates May 2005 - August 2006
Skills
Editing, Microsoft Office, Data Analysis, Management Consulting, Marketing, Fundraising, Research, Community Outreach, Budgets, Market Research, Recruiting, Microsoft Excel, Policy, Operations Management, Real Estate, Leadership Development, Finance, Press Releases, Customer Service, Project Management, Event Planning, Legal Writing, Legal Research, Transportation, Employee Relations, Corporate Law, Estate Planning, Negotiation, Team Building, Social Media
Education
College of Business Administration 2006 — 2010
Bachelor's degree, Finance, General
Fordham University 2006 — 2010
Bachelor of Science, Finance
Grovo 2014 - Present
Morgan Stanley July 2011 - July 2014
Fordham University October 2006 - May 2010
Universal Music Group January 2008 - June 2008
Fordham University Campus Activities Board April 2006 - May 2008
Nina Albano Vidmer & Associates May 2005 - August 2006
Skills
Editing, Microsoft Office, Data Analysis, Management Consulting, Marketing, Fundraising, Research, Community Outreach, Budgets, Market Research, Recruiting, Microsoft Excel, Policy, Operations Management, Real Estate, Leadership Development, Finance, Press Releases, Customer Service, Project Management, Event Planning, Legal Writing, Legal Research, Transportation, Employee Relations, Corporate Law, Estate Planning, Negotiation, Team Building, Social Media
Education
College of Business Administration 2006 — 2010
Bachelor's degree, Finance, General
Fordham University 2006 — 2010
Bachelor of Science, Finance
Kinmint Lee's Morgan Stanley Experience 2007 - 2008
Job Digital Media Analyst at SSCG Media
Industry Online Media
Experience
SSCG Media Group April 2014 - Present
Macy's April 2013 - April 2014
Macy's April 2012 - April 2013
Macy's December 2010 - April 2012
UBS Wealth Management June 2010 - December 2010
Morgan Stanley 2007 - 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Budgets, Oracle Applications, Business Objects, Finance, Management, Recruiting, Project Planning, Account Reconciliation, General Ledger, Advertising, Access, Forecasting, Accounting, Financial Reporting, PowerPoint, Retail, Outlook, Analysis, Data Analysis, Inventory Management
Education
Fordham University 2003 — 2007
Bachelor of Science, Accounting
SSCG Media Group April 2014 - Present
Macy's April 2013 - April 2014
Macy's April 2012 - April 2013
Macy's December 2010 - April 2012
UBS Wealth Management June 2010 - December 2010
Morgan Stanley 2007 - 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Budgets, Oracle Applications, Business Objects, Finance, Management, Recruiting, Project Planning, Account Reconciliation, General Ledger, Advertising, Access, Forecasting, Accounting, Financial Reporting, PowerPoint, Retail, Outlook, Analysis, Data Analysis, Inventory Management
Education
Fordham University 2003 — 2007
Bachelor of Science, Accounting
Laura Torsiello's Morgan Stanley Experience July 2006 - February 2008
Job VP Finance at Tradeweb
Industry Financial Services
Experience
Tradeweb August 2008 - Present
Morgan Stanley July 2006 - February 2008
Education
Fordham University 2002 — 2006
International Political Economy
Vernon Township High School 1998 — 2002
Tradeweb August 2008 - Present
Morgan Stanley July 2006 - February 2008
Education
Fordham University 2002 — 2006
International Political Economy
Vernon Township High School 1998 — 2002
Frank Medici's Morgan Stanley Experience 1998 - March 2006
Job President at Berkley Capital, LLC
Industry Investment Management
Experience
Berkley Capital, LLC March 2006 - Present
Morgan Stanley 1998 - March 2006
LeBoeuf, Lamb, Greene and MacRae 1994 - 1996
Skills
Private Equity, Investment Banking, Portfolio Management, Finance, Investments, Equities, Management, Alternative Investments, Venture Capital, Mergers & Acquisitions, Due Diligence, Capital Markets, Insurance, Corporate Development, Financial Modeling, Strategic Planning, Valuation
Education
Fordham University School of Law 1991 — 1994
Doctor of Law (J.D.)
Fordham University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
The University of Connecticut 1982 — 1986
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Berkley Capital, LLC March 2006 - Present
Morgan Stanley 1998 - March 2006
LeBoeuf, Lamb, Greene and MacRae 1994 - 1996
Skills
Private Equity, Investment Banking, Portfolio Management, Finance, Investments, Equities, Management, Alternative Investments, Venture Capital, Mergers & Acquisitions, Due Diligence, Capital Markets, Insurance, Corporate Development, Financial Modeling, Strategic Planning, Valuation
Education
Fordham University School of Law 1991 — 1994
Doctor of Law (J.D.)
Fordham University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
The University of Connecticut 1982 — 1986
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Joseph Willing's Morgan Stanley Experience September 1981 - September 1986
Job Management Consultant
Industry Financial Services
Experience
Gartland and Mellina Group April 2013 - Present
JP Morgan Chase October 1986 - November 2012
Morgan Stanley September 1981 - September 1986
Price Waterhouse & Co January 1975 - September 1981
Harold Everett Wreford November 1971 - December 1974
Skills
Operations Management, Project Management, Systems Design and..., Leading People, productivity, Quality Management, New Business Development, New Product..., trading P&L and risk..., Manage Client..., Communication Skills, global markets products, Emerging Markets, derivatives operations, Global financial..., Dodd-Frank, EMIR, Finra Series 27, FSA CF1, CF17 and CF20, Leadership, Risk Management, FX Options, Middle Office, Investment Banking
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA), Accounting
Institute of Chartered Accountants in England and Wales 1971 — 1975
Associate, Accounting
University of Cambridge 1969 — 1971
Bachelor of Arts (B.A.), Social and Poliitical Science
Massachusetts Institute of Technology 1965 — 1971
Bachelor of Science (BSc), Physics
Gartland and Mellina Group April 2013 - Present
JP Morgan Chase October 1986 - November 2012
Morgan Stanley September 1981 - September 1986
Price Waterhouse & Co January 1975 - September 1981
Harold Everett Wreford November 1971 - December 1974
Skills
Operations Management, Project Management, Systems Design and..., Leading People, productivity, Quality Management, New Business Development, New Product..., trading P&L and risk..., Manage Client..., Communication Skills, global markets products, Emerging Markets, derivatives operations, Global financial..., Dodd-Frank, EMIR, Finra Series 27, FSA CF1, CF17 and CF20, Leadership, Risk Management, FX Options, Middle Office, Investment Banking
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA), Accounting
Institute of Chartered Accountants in England and Wales 1971 — 1975
Associate, Accounting
University of Cambridge 1969 — 1971
Bachelor of Arts (B.A.), Social and Poliitical Science
Massachusetts Institute of Technology 1965 — 1971
Bachelor of Science (BSc), Physics
Krieg Josh's Morgan Stanley Experience April 2005 - July 2008
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Morgan Stanley April 2005 - July 2008
Education
Fordham University
Bachelor of Arts (B.A.), International Political Economy
Merrill Lynch July 2008 - Present
Morgan Stanley April 2005 - July 2008
Education
Fordham University
Bachelor of Arts (B.A.), International Political Economy
Louis Colosimo's Morgan Stanley Experience 1992 - 2002
Job Partner at The Comvest Group
Industry Venture Capital & Private Equity
Experience
Comvest Partners May 2009 - Present
Lehman Brothers 2005 - 2009
Morgan Stanley 1992 - 2002
Skills
Private Equity
Education
Fordham University
Fordham University School of Law
Comvest Partners May 2009 - Present
Lehman Brothers 2005 - 2009
Morgan Stanley 1992 - 2002
Skills
Private Equity
Education
Fordham University
Fordham University School of Law
Johnathan Bracken's Morgan Stanley Experience July 2009 - Present
Job Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Morgan Stanley July 2009 - Present
XLS February 2007 - June 2009
JCDecaux North America November 2006 - January 2007
The Segal Company June 2005 - September 2006
French Ministry of National Education, Academy of Versailles September 2004 - December 2004
Sullivan & Cromwell; Weitz & Luxenberg March 2004 - September 2004
The Gilder Lehrman Collection April 2002 - September 2003
Education
Fordham University 1998 — 2002
Bachelor of Arts, History
Morgan Stanley Smith Barney July 2009 - Present
Morgan Stanley July 2009 - Present
XLS February 2007 - June 2009
JCDecaux North America November 2006 - January 2007
The Segal Company June 2005 - September 2006
French Ministry of National Education, Academy of Versailles September 2004 - December 2004
Sullivan & Cromwell; Weitz & Luxenberg March 2004 - September 2004
The Gilder Lehrman Collection April 2002 - September 2003
Education
Fordham University 1998 — 2002
Bachelor of Arts, History
Matthew Diaz's Morgan Stanley Experience March 2005 - March 2008
Job Equity Trader
Industry Investment Management
Experience
Ghost Tree Capital, LLC March 2013 - Present
Diamondback Capital August 2008 - December 2012
J.P. Morgan March 2008 - August 2008
Morgan Stanley March 2005 - March 2008
Skills
Trading, Equities, Equity Derivatives, Hedge Funds, Settlement Services, Bloomberg
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Ghost Tree Capital, LLC March 2013 - Present
Diamondback Capital August 2008 - December 2012
J.P. Morgan March 2008 - August 2008
Morgan Stanley March 2005 - March 2008
Skills
Trading, Equities, Equity Derivatives, Hedge Funds, Settlement Services, Bloomberg
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Jonita Andoni's Morgan Stanley Experience January 2008 - June 2011
Job Financial Controller Trading Risk and P&L Reporting at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2011 - Present
Morgan Stanley January 2008 - June 2011
Merrill Lynch May 2004 - May 2006
Education
Fordham University
Fordham University
BA, Economics
Deutsche Bank June 2011 - Present
Morgan Stanley January 2008 - June 2011
Merrill Lynch May 2004 - May 2006
Education
Fordham University
Fordham University
BA, Economics
Linda A. Trainor's Morgan Stanley Experience 1994 - 1996
Job Manager at American Express
Industry Financial Services
Experience
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
Jack Warren's Morgan Stanley Experience 1994 - 1999
Job Executive Director at Citi
Industry Financial Services
Experience
Citi 1999 - Present
Morgan Stanley 1994 - 1999
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Fordham University 1988 — 1992
Bachelor's degree, Finance, General
Citi 1999 - Present
Morgan Stanley 1994 - 1999
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Fordham University 1988 — 1992
Bachelor's degree, Finance, General
Jacqueline Waugh's Morgan Stanley Experience August 2007 - December 2009
Job
Industry Human Resources
Experience
Citi November 2010 - Present
Bridgewater Associates January 2010 - November 2010
Morgan Stanley August 2007 - December 2009
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
Citi November 2010 - Present
Bridgewater Associates January 2010 - November 2010
Morgan Stanley August 2007 - December 2009
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS