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
Jake Rapaport, CFA Jake Rapaport, CFA's Morgan Stanley Experience May 2007 - August 2007
Job Banking Vice President at Citigroup
Industry Financial Services
Experience
Citi January 2013 - Present
Citi August 2010 - January 2013
Citi August 2008 - August 2010
Morgan Stanley May 2007 - August 2007
The World Bank March 2006 - March 2007
UBS Wealth Management May 2006 - August 2006
Skills
Technology, Investment Banking, Capital Markets, Equities, Valuation, Wealth Management, Finance, Financial Modeling, Fixed Income, Corporate Finance, Financial Services, Risk Management
Education
Georgetown University 2004 — 2007
Bachelor of Science in Business Administration, Finance & International Business
Citi January 2013 - Present
Citi August 2010 - January 2013
Citi August 2008 - August 2010
Morgan Stanley May 2007 - August 2007
The World Bank March 2006 - March 2007
UBS Wealth Management May 2006 - August 2006
Skills
Technology, Investment Banking, Capital Markets, Equities, Valuation, Wealth Management, Finance, Financial Modeling, Fixed Income, Corporate Finance, Financial Services, Risk Management
Education
Georgetown University 2004 — 2007
Bachelor of Science in Business Administration, Finance & International Business
George W. Egan George W. Egan's Morgan Stanley Experience 1984 - 1995
Job President at Irish American Communal Fund
Industry Financial Services
Experience
Irish American Communal Fund April 2013 - Present
JMB Empire State Enterprises, Inc August 2011 - Present
CI Trust Fund 2009 - 2011
Morgan Stanley 1984 - 1995
Skills
Asset Managment, Fund Of Funds, Investments, Private Equity, Investment Strategies, Equities, Portfolio Management, Fixed Income, Capital Markets, Institutional..., Derivatives, Asset Allocation, Series 7, Emerging Markets, Trading, Investment Management, Asset Management, Financial Markets, Equity Derivatives, Alternative Investments
Education
Georgetown University
Bachelor of Science
Irish American Communal Fund April 2013 - Present
JMB Empire State Enterprises, Inc August 2011 - Present
CI Trust Fund 2009 - 2011
Morgan Stanley 1984 - 1995
Skills
Asset Managment, Fund Of Funds, Investments, Private Equity, Investment Strategies, Equities, Portfolio Management, Fixed Income, Capital Markets, Institutional..., Derivatives, Asset Allocation, Series 7, Emerging Markets, Trading, Investment Management, Asset Management, Financial Markets, Equity Derivatives, Alternative Investments
Education
Georgetown University
Bachelor of Science
MOLLY HENNINGSEN MOLLY HENNINGSEN's Morgan Stanley Experience January 2012 - May 2015
Job Research Analyst for CNBC's "Mad Money" at The Street
Industry Financial Services
Experience
The Street June 2015 - Present
Morgan Stanley January 2012 - May 2015
Morgan Stanley August 2011 - January 2012
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Finance, General
The Street June 2015 - Present
Morgan Stanley January 2012 - May 2015
Morgan Stanley August 2011 - January 2012
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Finance, General
Mark Margiotta Mark Margiotta's Morgan Stanley Experience July 2011 - July 2012
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Harvard Business School July 2014 - Present
Silver Lake Partners July 2012 - July 2014
Morgan Stanley July 2011 - July 2012
Morgan Stanley July 2009 - July 2011
Education
Georgetown University 2005 — 2009
BS, Finance, Accounting
Phillips Academy, Andover 2001 — 2005
Harvard Business School July 2014 - Present
Silver Lake Partners July 2012 - July 2014
Morgan Stanley July 2011 - July 2012
Morgan Stanley July 2009 - July 2011
Education
Georgetown University 2005 — 2009
BS, Finance, Accounting
Phillips Academy, Andover 2001 — 2005
Norman Harrison Norman Harrison's Morgan Stanley Experience 1983 - 1985
Job Senior Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting March 2011 - Present
Breeden Capital Management LLC -- Breeden & Co. May 2003 - March 2011
iCore Networks Inc. 2000 - 2003
Stephens Inc. 1998 - 2000
Alex. Brown & Sons 1996 - 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1996
Morgan Stanley 1983 - 1985
Georgetown University 1978 - 1982
Skills
Due Diligence, Private Equity, FCPA, Litigation Support, Fraud, Mergers, Corporate Governance, Corporate Finance, Compliance, Capital Markets, Contract Negotiation, Investments
Education
Georgetown University Law Center 1985 — 1988
J.D.
Georgetown University 1978 — 1982
B.S., Business Administration, Finance
Trinity High School 1974 — 1978
FTI Consulting March 2011 - Present
Breeden Capital Management LLC -- Breeden & Co. May 2003 - March 2011
iCore Networks Inc. 2000 - 2003
Stephens Inc. 1998 - 2000
Alex. Brown & Sons 1996 - 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1996
Morgan Stanley 1983 - 1985
Georgetown University 1978 - 1982
Skills
Due Diligence, Private Equity, FCPA, Litigation Support, Fraud, Mergers, Corporate Governance, Corporate Finance, Compliance, Capital Markets, Contract Negotiation, Investments
Education
Georgetown University Law Center 1985 — 1988
J.D.
Georgetown University 1978 — 1982
B.S., Business Administration, Finance
Trinity High School 1974 — 1978
Jason Noah Jason Noah's Morgan Stanley Experience July 2008 - October 2012
Job Business Development Director at DayOne Response Inc.
Industry International Trade and Development
Experience
DayOne Response Inc. June 2015 - Present
Koltai & Company, LLC October 2014 - June 2015
iSpace Foundation June 2014 - July 2014
Flat6Labs May 2014 - May 2014
MicroVest Capital Management, LLC March 2014 - May 2014
Save the Children US August 2013 - December 2013
Center for Strategic and International Studies (CSIS) June 2013 - August 2013
Ratt Argentina November 2012 - May 2013
Morgan Stanley July 2008 - October 2012
English as a Second Language August 2007 - December 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Emerging Markets, Trading, Series 7, Derivatives, Bonds, Investment Banking, Private Equity, Microsoft Office, Bloomberg Terminal, Investments, Public Speaking, Entrepreneurship, PowerPoint, Microsoft Excel, Social Entrepreneurship, Social Enterprise, Entrepreneurship..., Social Innovation, International..., Social Media, Incubators, Human-centered Design, Design Thinking, Research, Start-ups
Education
Georgetown University 2013 — 2015
Master of Arts (MA), Global Human Development
Tulane University 2004 — 2008
Bachelor of Arts, Cum Laude, Political Science, International Relations
University of New South Wales 2006 — 2006
Study Abroad
The Hebrew University 2005 — 2005
Study Abroad
East Brunswick High School 2000 — 2004
DayOne Response Inc. June 2015 - Present
Koltai & Company, LLC October 2014 - June 2015
iSpace Foundation June 2014 - July 2014
Flat6Labs May 2014 - May 2014
MicroVest Capital Management, LLC March 2014 - May 2014
Save the Children US August 2013 - December 2013
Center for Strategic and International Studies (CSIS) June 2013 - August 2013
Ratt Argentina November 2012 - May 2013
Morgan Stanley July 2008 - October 2012
English as a Second Language August 2007 - December 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Emerging Markets, Trading, Series 7, Derivatives, Bonds, Investment Banking, Private Equity, Microsoft Office, Bloomberg Terminal, Investments, Public Speaking, Entrepreneurship, PowerPoint, Microsoft Excel, Social Entrepreneurship, Social Enterprise, Entrepreneurship..., Social Innovation, International..., Social Media, Incubators, Human-centered Design, Design Thinking, Research, Start-ups
Education
Georgetown University 2013 — 2015
Master of Arts (MA), Global Human Development
Tulane University 2004 — 2008
Bachelor of Arts, Cum Laude, Political Science, International Relations
University of New South Wales 2006 — 2006
Study Abroad
The Hebrew University 2005 — 2005
Study Abroad
East Brunswick High School 2000 — 2004
Mitchell Black Mitchell Black's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Georgetown University January 2013 - May 2014
Merrill Lynch June 2013 - August 2013
Accolade Partners June 2013 - August 2013
Cleveland Clinic June 2011 - July 2012
Education
Georgetown University 2011 — 2015
BSFS, International Economics - Magna Cum Laude
University School 2008 — 2011
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Georgetown University January 2013 - May 2014
Merrill Lynch June 2013 - August 2013
Accolade Partners June 2013 - August 2013
Cleveland Clinic June 2011 - July 2012
Education
Georgetown University 2011 — 2015
BSFS, International Economics - Magna Cum Laude
University School 2008 — 2011
Gregory Saydah Gregory Saydah's Morgan Stanley Experience May 2013 - August 2013
Job Incoming Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey September 2015 - Present
Landegger Program in International Business Diplomacy February 2013 - Present
Houlihan Lokey June 2015 - August 2015
D3 Systems, Inc May 2014 - May 2015
Georgetown University Student Investment Fund September 2014 - December 2014
Georgetown University Student Investment Fund September 2013 - September 2014
Morgan Stanley May 2013 - August 2013
Linda Lingle Senate Committee May 2012 - August 2012
Skills
Research, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Bloomberg Terminal, Management, Program Management, Community Outreach, Marketing, Financial Analysis, Access, Social Media, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Finance and International Business; Art History minor
Seabury Hall 2009 — 2012
College Preparatory Curriculum, Dean's List
Houlihan Lokey September 2015 - Present
Landegger Program in International Business Diplomacy February 2013 - Present
Houlihan Lokey June 2015 - August 2015
D3 Systems, Inc May 2014 - May 2015
Georgetown University Student Investment Fund September 2014 - December 2014
Georgetown University Student Investment Fund September 2013 - September 2014
Morgan Stanley May 2013 - August 2013
Linda Lingle Senate Committee May 2012 - August 2012
Skills
Research, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Bloomberg Terminal, Management, Program Management, Community Outreach, Marketing, Financial Analysis, Access, Social Media, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Finance and International Business; Art History minor
Seabury Hall 2009 — 2012
College Preparatory Curriculum, Dean's List
Gabrielle Perreux Gabrielle Perreux's Morgan Stanley Experience August 2008 - December 2008
Job Broker at Hilliard Farber & Co., Inc.
Industry Financial Services
Experience
Hilliard Farber & Co., Inc. July 2009 - Present
Morgan Stanley August 2008 - December 2008
Ella Capital June 2008 - July 2008
Sands Capital Management August 2007 - May 2008
Education
Georgetown University 2005 — 2009
BSBA, Finance and Management
Hilliard Farber & Co., Inc. July 2009 - Present
Morgan Stanley August 2008 - December 2008
Ella Capital June 2008 - July 2008
Sands Capital Management August 2007 - May 2008
Education
Georgetown University 2005 — 2009
BSBA, Finance and Management
Rita Gemayel, CAMS, CFCS's Morgan Stanley Experience 2005 - 2007
Job AntiMoney Laundering Consultant, Financial Crimes Specialist
Industry Financial Services
Experience
Compliance & AML consulting December 2011 - Present
Morgan Stanley 2005 - 2007
Citigroup 2004 - 2005
JPMorgan Chase 1996 - 2004
Skills
AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Risk, Operational Risk..., Regulations, Financial Regulation, Fraud, Financial Institutions, Certified Anti-Money..., Auditing, Risk Assessment, Policy, Operational Risk, Anti Money Laundering, Risk Management, Banking
Education
NYU Stern School of Business 1992 — 1999
MBA, Business Administration
Georgetown University 1988 — 1992
Business, Italian Language
Compliance & AML consulting December 2011 - Present
Morgan Stanley 2005 - 2007
Citigroup 2004 - 2005
JPMorgan Chase 1996 - 2004
Skills
AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Risk, Operational Risk..., Regulations, Financial Regulation, Fraud, Financial Institutions, Certified Anti-Money..., Auditing, Risk Assessment, Policy, Operational Risk, Anti Money Laundering, Risk Management, Banking
Education
NYU Stern School of Business 1992 — 1999
MBA, Business Administration
Georgetown University 1988 — 1992
Business, Italian Language
Matt Mendenhall Matt Mendenhall's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley December 2013 - July 2015
Raymond James & Associates, Inc July 2012 - November 2013
Education
Georgetown University 2008 — 2012
BSBA, Finance
The Bishop's School 2004 — 2008
Morgan Stanley August 2015 - Present
Morgan Stanley December 2013 - July 2015
Raymond James & Associates, Inc July 2012 - November 2013
Education
Georgetown University 2008 — 2012
BSBA, Finance
The Bishop's School 2004 — 2008
Doug Yass's Morgan Stanley Experience June 2013 - August 2013
Job Business Development at Pivit
Industry Financial Services
Experience
Pivit / BEN (Binary Event Network) July 2014 - Present
Morgan Stanley June 2013 - August 2013
Susquehanna International Group, LLP (SIG) June 2012 - August 2012
Susquehanna International Group, LLP (SIG) June 2011 - August 2011
Cato Institute June 2010 - August 2010
Skills
Trading, Leadership, Equities, Marketing, Valuation, Social Media Marketing, Data Analysis
Education
Georgetown University 2010 — 2014
Finance and Management
The Haverford School 1996 — 2010
Pivit / BEN (Binary Event Network) July 2014 - Present
Morgan Stanley June 2013 - August 2013
Susquehanna International Group, LLP (SIG) June 2012 - August 2012
Susquehanna International Group, LLP (SIG) June 2011 - August 2011
Cato Institute June 2010 - August 2010
Skills
Trading, Leadership, Equities, Marketing, Valuation, Social Media Marketing, Data Analysis
Education
Georgetown University 2010 — 2014
Finance and Management
The Haverford School 1996 — 2010
Rodney W. Taylor Rodney W. Taylor's Morgan Stanley Experience September 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Goldman Sachs June 2014 - August 2014
Taylor & Company Management Consultants July 2010 - August 2013
U.S. Chamber of Commerce Center for Capital Markets June 2008 - July 2010
Skills
Banking, Customer Service, Credit, Investment Banking, Social Media, Leadership, Management, Strategy, Business Strategy, Finance, Financial Analysis, Investments, Real Estate, Valuation, Wealth Management, After Dinner Speaking, Email, Internet, Internet Explorer, Google Search, Strategic Planning, Financial Services
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy/Entrepreneurship
Georgetown University 2008 — 2010
Business Administration Certificate, Business Accounting and Management
The University of Georgia 2002 — 2006
Political Science/Music
The Westminster Schools 1997 — 2002
Morgan Stanley September 2015 - Present
Goldman Sachs June 2014 - August 2014
Taylor & Company Management Consultants July 2010 - August 2013
U.S. Chamber of Commerce Center for Capital Markets June 2008 - July 2010
Skills
Banking, Customer Service, Credit, Investment Banking, Social Media, Leadership, Management, Strategy, Business Strategy, Finance, Financial Analysis, Investments, Real Estate, Valuation, Wealth Management, After Dinner Speaking, Email, Internet, Internet Explorer, Google Search, Strategic Planning, Financial Services
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy/Entrepreneurship
Georgetown University 2008 — 2010
Business Administration Certificate, Business Accounting and Management
The University of Georgia 2002 — 2006
Political Science/Music
The Westminster Schools 1997 — 2002
Richard Hill's Morgan Stanley Experience July 2013 - Present
Job Head of CMBS & CRE Debt Research at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2013 - Present
RBS Greenwich Capital April 2010 - July 2013
Bank of America May 2009 - April 2010
Banc of America Securities July 2001 - April 2008
Skills
Real Estate, Asset Management, Investments, Portfolio Management, Investors, Real Estate Investment, Strategy, Trading, Trading Strategies, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Bloomberg, Intex, Trepp, CoStar, CDO, CLO, Research, Hedge Funds, Leveraged Finance, Leveraged Lending
Education
Georgetown University 1997 — 2001
B.S.B.A., Finance, Theology
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
Morgan Stanley July 2013 - Present
RBS Greenwich Capital April 2010 - July 2013
Bank of America May 2009 - April 2010
Banc of America Securities July 2001 - April 2008
Skills
Real Estate, Asset Management, Investments, Portfolio Management, Investors, Real Estate Investment, Strategy, Trading, Trading Strategies, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Bloomberg, Intex, Trepp, CoStar, CDO, CLO, Research, Hedge Funds, Leveraged Finance, Leveraged Lending
Education
Georgetown University 1997 — 2001
B.S.B.A., Finance, Theology
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
Elizabeth Caldwell Elizabeth Caldwell's Morgan Stanley Experience 1998 - 2000
Job Human Resources Manager
Industry Human Resources
Experience
EC Consulting January 2011 - Present
J.P. Morgan May 2000 - December 2010
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Kwasha Lipton August 1986 - March 1995
Ernst & Young August 1981 - August 1986
Skills
Employee Relations, Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, Employee Engagement, Human Resources, Recruiting, Executive Search, Applicant Tracking..., Deferred Compensation, Technical Recruiting, HR Consulting, Organizational Design, Organizational..., Strategy, Employee Benefits, Management, Workforce Planning, Personnel Management, Executive Coaching, Leadership, Consulting
Education
LeMoyne College 1979 — 1986
BS, Industrial Relations
Georgetown University
Economics
EC Consulting January 2011 - Present
J.P. Morgan May 2000 - December 2010
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Kwasha Lipton August 1986 - March 1995
Ernst & Young August 1981 - August 1986
Skills
Employee Relations, Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, Employee Engagement, Human Resources, Recruiting, Executive Search, Applicant Tracking..., Deferred Compensation, Technical Recruiting, HR Consulting, Organizational Design, Organizational..., Strategy, Employee Benefits, Management, Workforce Planning, Personnel Management, Executive Coaching, Leadership, Consulting
Education
LeMoyne College 1979 — 1986
BS, Industrial Relations
Georgetown University
Economics
Melissa Cooke Melissa Cooke's Morgan Stanley Experience 1993 - 1996
Job CFO at CenseoHealth
Industry Hospital & Health Care
Experience
CenseoHealth 2011 - Present
Morgan Stanley 1993 - 1996
Skills
Contract Negotiation, Financial Analysis, Financial Reporting, Healthcare, Healthcare Management, Investment Banking, Medicare, Medicaid, Mergers, Microsoft Excel, Physicians, Process Improvement, Strategic Planning, Team Building
Education
Georgetown University 1989 — 1993
Accounting
CenseoHealth 2011 - Present
Morgan Stanley 1993 - 1996
Skills
Contract Negotiation, Financial Analysis, Financial Reporting, Healthcare, Healthcare Management, Investment Banking, Medicare, Medicaid, Mergers, Microsoft Excel, Physicians, Process Improvement, Strategic Planning, Team Building
Education
Georgetown University 1989 — 1993
Accounting
Onnig Terzian Onnig Terzian's Morgan Stanley Experience June 2007 - August 2007
Job Research Analyst at ZweigDimenna Associates
Industry Investment Management
Experience
Zweig-DiMenna Associates January 2013 - Present
KSL Capital Partners May 2010 - September 2011
KSL Capital Partners July 2008 - May 2010
Global Platinum Securities 2007 - 2008
Morgan Stanley June 2007 - August 2007
EMC 2006 - 2006
Skills
Hedge Funds, Private Equity, Investments, Financial Modeling, Equities, Portfolio Management, Bloomberg, Valuation, Financial Analysis, Finance, Corporate Finance, Alternative Investments, Trading, Asset Management, Management, Fixed Income, Equity Research, Analysis, Mergers & Acquisitions, Derivatives
Education
Georgetown University 2004 — 2008
Major: Finance; International Business, Minor: Economics
West Boylston High School 2000 — 2004
Class Valedictorian
The University of Manchester
The University of Manchester
The University of Manchester
The University of Manchester
Zweig-DiMenna Associates January 2013 - Present
KSL Capital Partners May 2010 - September 2011
KSL Capital Partners July 2008 - May 2010
Global Platinum Securities 2007 - 2008
Morgan Stanley June 2007 - August 2007
EMC 2006 - 2006
Skills
Hedge Funds, Private Equity, Investments, Financial Modeling, Equities, Portfolio Management, Bloomberg, Valuation, Financial Analysis, Finance, Corporate Finance, Alternative Investments, Trading, Asset Management, Management, Fixed Income, Equity Research, Analysis, Mergers & Acquisitions, Derivatives
Education
Georgetown University 2004 — 2008
Major: Finance; International Business, Minor: Economics
West Boylston High School 2000 — 2004
Class Valedictorian
The University of Manchester
The University of Manchester
The University of Manchester
The University of Manchester
Lily Fardshisheh's Morgan Stanley Experience June 2004 - October 2007
Job Admissions & Financial Aid Coordinator at St. Albans School
Industry Events Services
Experience
St. Albans School July 2014 - Present
St. Albans School October 2012 - July 2014
Lagardere Unlimited April 2011 - September 2012
NFL Players Association January 2011 - April 2011
Military Bowl Presented by Northrop Grumman September 2010 - December 2010
Warburg Pincus October 2007 - June 2010
Morgan Stanley June 2004 - October 2007
RLM Public Relations August 2003 - May 2004
Skills
Event Planning, Event Management, Social Media, Promotions, Social Media Marketing, Marketing Communications, Marketing, Sports Management, Advertising, Online Advertising, Budgets, Microsoft Office, Email Marketing
Education
Georgetown University 2010 — 2011
Master's degree, Sports Industry Management
Lafayette College 1999 — 2003
Bachelor of Arts, Business & Economics
The Holton-Arms School 1989 — 1999
High School Diploma
St. Albans School July 2014 - Present
St. Albans School October 2012 - July 2014
Lagardere Unlimited April 2011 - September 2012
NFL Players Association January 2011 - April 2011
Military Bowl Presented by Northrop Grumman September 2010 - December 2010
Warburg Pincus October 2007 - June 2010
Morgan Stanley June 2004 - October 2007
RLM Public Relations August 2003 - May 2004
Skills
Event Planning, Event Management, Social Media, Promotions, Social Media Marketing, Marketing Communications, Marketing, Sports Management, Advertising, Online Advertising, Budgets, Microsoft Office, Email Marketing
Education
Georgetown University 2010 — 2011
Master's degree, Sports Industry Management
Lafayette College 1999 — 2003
Bachelor of Arts, Business & Economics
The Holton-Arms School 1989 — 1999
High School Diploma
Savannah English's Morgan Stanley Experience June 2012 - July 2014
Job Associate at General Atlantic
Industry Financial Services
Experience
General Atlantic July 2014 - Present
Morgan Stanley June 2012 - July 2014
LivingSocial January 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Students of Georgetown, Inc. September 2009 - March 2011
Education
Georgetown University 2008 — 2012
BS, Walsh School of Foreign Service
General Atlantic July 2014 - Present
Morgan Stanley June 2012 - July 2014
LivingSocial January 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Students of Georgetown, Inc. September 2009 - March 2011
Education
Georgetown University 2008 — 2012
BS, Walsh School of Foreign Service
James Melvin James Melvin's Morgan Stanley Experience May 2012 - August 2012
Job J.D. from St John's University School of Law
Industry Legal Services
Experience
Mendes & Mount September 2014 - Present
Four Wood Capital Partners August 2013 - December 2013
FINRA May 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Skills
Westlaw, Legal Writing, Litigation, Lexis, Corporate Law, Research, Corporate Governance, Employment Law, Microsoft Excel, Microsoft Word, Outlook, Securities Regulation, Arbitration, Entertainment Law, PowerPoint, Contract Negotiation, Editing, Microsoft Office, Legal Research
Education
St. John's Law School 2011 — 2014
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Georgetown University 2007 — 2011
Bachelor of Science (BS), Finance and International Business
Mendes & Mount September 2014 - Present
Four Wood Capital Partners August 2013 - December 2013
FINRA May 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Skills
Westlaw, Legal Writing, Litigation, Lexis, Corporate Law, Research, Corporate Governance, Employment Law, Microsoft Excel, Microsoft Word, Outlook, Securities Regulation, Arbitration, Entertainment Law, PowerPoint, Contract Negotiation, Editing, Microsoft Office, Legal Research
Education
St. John's Law School 2011 — 2014
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Georgetown University 2007 — 2011
Bachelor of Science (BS), Finance and International Business
Greg Ivancich Greg Ivancich's Morgan Stanley Experience 2006 - 2008
Job Principal at Exeter Property Group
Industry Investment Management
Experience
Exeter Property Group 2013 - Present
Barclays Capital 2009 - 2013
Morgan Stanley 2006 - 2008
Credit Suisse/ Donaldson, Lufkin & Jenrette 1997 - 2006
Skills
Investment Banking, Fixed Income, Market Risk, CMBS, Capital Markets, Derivatives, Equities, Structured Finance, LBO, Securitization, Bloomberg, Hedge Funds, Financial Structuring, Debt, Bonds, Valuation, Emerging Markets, Asset Management
Education
Harvard Business School 1996 — 1997
1997, MBA
Georgetown University 1986 — 1990
1990
Exeter Property Group 2013 - Present
Barclays Capital 2009 - 2013
Morgan Stanley 2006 - 2008
Credit Suisse/ Donaldson, Lufkin & Jenrette 1997 - 2006
Skills
Investment Banking, Fixed Income, Market Risk, CMBS, Capital Markets, Derivatives, Equities, Structured Finance, LBO, Securitization, Bloomberg, Hedge Funds, Financial Structuring, Debt, Bonds, Valuation, Emerging Markets, Asset Management
Education
Harvard Business School 1996 — 1997
1997, MBA
Georgetown University 1986 — 1990
1990
Edward (Ted) Murphy Edward (Ted) Murphy's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Georgetown University January 2014 - December 2014
Education
Georgetown University 2012 — 2016
Mary Institute and St. Louis Country Day School 1998 — 2012
Morgan Stanley June 2015 - Present
Georgetown University January 2014 - December 2014
Education
Georgetown University 2012 — 2016
Mary Institute and St. Louis Country Day School 1998 — 2012
Melissa Bastan Melissa Bastan's Morgan Stanley Experience June 2003 - June 2010
Job Managing Director, Head of Healthcare, Public Finance at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2014 - Present
The Yuba Group February 2012 - February 2014
Morgan Stanley June 2003 - June 2010
The Advisory Board Company 1997 - 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Public Policy
Georgetown University 1984 — 1988
Bachelor of Science (BS), Finance
Bishop Eustace Prep School 1980 — 1984
Wells Fargo Securities February 2014 - Present
The Yuba Group February 2012 - February 2014
Morgan Stanley June 2003 - June 2010
The Advisory Board Company 1997 - 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Public Policy
Georgetown University 1984 — 1988
Bachelor of Science (BS), Finance
Bishop Eustace Prep School 1980 — 1984
Kasey Ng Kasey Ng's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry International Affairs
Experience
Morgan Stanley June 2015 - August 2015
Fontheim International January 2015 - May 2015
North Merrick School District March 2014 - January 2015
Senator Charles Schumer May 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Philanthropy, Microsoft Excel, Spanish, Social Media, Event Planning, Research
Education
Georgetown University
Georgetown University, Edmund A. Walsh School of Foreign Service 2012 — 2016
Bachelor of Science (B.S.), Science Technology and International Affairs, concentration in Business, Growth and Development, Sophomore
South Side High School 2008 — 2012
High School, International Baccalaureate Diploma, 102.75 cumulative GPA
Morgan Stanley June 2015 - August 2015
Fontheim International January 2015 - May 2015
North Merrick School District March 2014 - January 2015
Senator Charles Schumer May 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Philanthropy, Microsoft Excel, Spanish, Social Media, Event Planning, Research
Education
Georgetown University
Georgetown University, Edmund A. Walsh School of Foreign Service 2012 — 2016
Bachelor of Science (B.S.), Science Technology and International Affairs, concentration in Business, Growth and Development, Sophomore
South Side High School 2008 — 2012
High School, International Baccalaureate Diploma, 102.75 cumulative GPA
Keith Olson Keith Olson's Morgan Stanley Experience 2005 - 2006
Job Investment Manager at Granite Equity Partners
Industry Venture Capital & Private Equity
Experience
Granite Equity Partners 2013 - Present
McKinsey & Company 2011 - 2012
The Carlyle Group 2010 - 2011
Updata Partners 2009 - 2010
InboxDollars 2007 - 2009
Morgan Stanley 2005 - 2006
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Georgetown University 2003 — 2006
Bachelor of Science in Business Administration (BSBA), Finance
Granite Equity Partners 2013 - Present
McKinsey & Company 2011 - 2012
The Carlyle Group 2010 - 2011
Updata Partners 2009 - 2010
InboxDollars 2007 - 2009
Morgan Stanley 2005 - 2006
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Georgetown University 2003 — 2006
Bachelor of Science in Business Administration (BSBA), Finance
Jeremy Nichols, CFP®, AIF® Jeremy Nichols, CFP®, AIF®'s Morgan Stanley Experience February 2003 - September 2004
Job Principal at Winchester Wealth Management
Industry Financial Services
Experience
Winchester Wealth Management October 2009 - Present
Smith Barney September 2004 - October 2009
Morgan Stanley February 2003 - September 2004
Education
William & Mary 1997 — 2002
BBA, Business-Finance
William & Mary 1997 — 2002
BA, Government
Georgetown University
Certificate, Financial Planning
Winchester Wealth Management October 2009 - Present
Smith Barney September 2004 - October 2009
Morgan Stanley February 2003 - September 2004
Education
William & Mary 1997 — 2002
BBA, Business-Finance
William & Mary 1997 — 2002
BA, Government
Georgetown University
Certificate, Financial Planning
Jan Halaska Jan Halaska's Morgan Stanley Experience June 2006 - July 2007
Job European Equity Research Sales at Macquarie Securities
Industry Capital Markets
Experience
Macquarie Group August 2011 - Present
Execution Limited September 2009 - February 2011
Merrill Lynch August 2007 - January 2010
Morgan Stanley June 2006 - July 2007
Czech Public Television October 2003 - May 2006
Education
Georgetown University 2002 — 2006
BS, International Relations
Macquarie Group August 2011 - Present
Execution Limited September 2009 - February 2011
Merrill Lynch August 2007 - January 2010
Morgan Stanley June 2006 - July 2007
Czech Public Television October 2003 - May 2006
Education
Georgetown University 2002 — 2006
BS, International Relations
Hunter Tuttle Hunter Tuttle's Morgan Stanley Experience July 2011 - March 2013
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Tuck School of Business at Dartmouth College August 2015 - Present
Willowridge Partners March 2013 - May 2015
Morgan Stanley July 2011 - March 2013
Ameriprise Financial Services, Inc. May 2008 - May 2011
Students of Georgetown, Inc. September 2007 - May 2011
Skills
Financial Modeling, Financial Analysis, Bloomberg, Capital Markets, Finance, Valuation, Investments, Portfolio Management, Fixed Income, Investment Banking, Series 7, Equity Research, Due Diligence, Equities
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.), General Management
Georgetown University 2007 — 2011
BSBA, Accounting, International Business
Tuck School of Business at Dartmouth College August 2015 - Present
Willowridge Partners March 2013 - May 2015
Morgan Stanley July 2011 - March 2013
Ameriprise Financial Services, Inc. May 2008 - May 2011
Students of Georgetown, Inc. September 2007 - May 2011
Skills
Financial Modeling, Financial Analysis, Bloomberg, Capital Markets, Finance, Valuation, Investments, Portfolio Management, Fixed Income, Investment Banking, Series 7, Equity Research, Due Diligence, Equities
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.), General Management
Georgetown University 2007 — 2011
BSBA, Accounting, International Business
Elizabeth Bouquard Elizabeth Bouquard's Morgan Stanley Experience July 2006 - January 2009
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company January 2009 - Present
Morgan Stanley July 2006 - January 2009
Skills
Capital Markets, Investment Banking, Bloomberg, Equities, Hedge Funds, Equity Research, Fixed Income, Series 7, Investments
Education
Georgetown University 2002 — 2006
Jefferies & Company January 2009 - Present
Morgan Stanley July 2006 - January 2009
Skills
Capital Markets, Investment Banking, Bloomberg, Equities, Hedge Funds, Equity Research, Fixed Income, Series 7, Investments
Education
Georgetown University 2002 — 2006
Estrellita Salazar's Morgan Stanley Experience December 2014 - May 2015
Job Alternative Investments Analyst at MetLife Investors
Industry Banking
Experience
MetLife May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2014
Centennial Group Inc February 2013 - June 2013
Credit Suisse May 2013 - May 2013
Broydrick & Associates July 2012 - December 2012
Georgetown University Hospital March 2012 - June 2012
Skills
Financial Analysis, Bloomberg, Research, Quantitative, International Relations, Public Policy, Policy Analysis, Community Outreach, Public Speaking, Editing, Microsoft Office, Event Management, Spanish, Nonprofits, Data Analysis, Non-profits, Government, PowerPoint, Microsoft Excel
Education
Georgetown University 2010 — 2014
Bachelor of Arts (BA), Economics
MetLife May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2014
Centennial Group Inc February 2013 - June 2013
Credit Suisse May 2013 - May 2013
Broydrick & Associates July 2012 - December 2012
Georgetown University Hospital March 2012 - June 2012
Skills
Financial Analysis, Bloomberg, Research, Quantitative, International Relations, Public Policy, Policy Analysis, Community Outreach, Public Speaking, Editing, Microsoft Office, Event Management, Spanish, Nonprofits, Data Analysis, Non-profits, Government, PowerPoint, Microsoft Excel
Education
Georgetown University 2010 — 2014
Bachelor of Arts (BA), Economics
Max Cascante Max Cascante's Morgan Stanley Experience June 2011 - July 2013
Job Analyst at DW Partners
Industry Investment Management
Experience
DW Partners, LP November 2014 - Present
First Reserve Corporation July 2013 - November 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Organization of American States May 2009 - August 2009
Atlantic Media Company September 2008 - December 2008
Mosaic Capital LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Economics, Investment Banking, Emerging Markets, Financial Analysis, Spanish, Private Equity, Venture Capital, Capital Markets, International Relations, Mergers & Acquisitions, Equities, Fixed Income, Stata, Hedge Funds, LBO, Alternative Investments, Due Diligence, Equity Research, M&A experience
Education
Georgetown University 2010 — 2011
M.A., Latin American Studies, 3.83
Georgetown University 2007 — 2011
BSFS, International Economics, 3.83
DW Partners, LP November 2014 - Present
First Reserve Corporation July 2013 - November 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Organization of American States May 2009 - August 2009
Atlantic Media Company September 2008 - December 2008
Mosaic Capital LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Economics, Investment Banking, Emerging Markets, Financial Analysis, Spanish, Private Equity, Venture Capital, Capital Markets, International Relations, Mergers & Acquisitions, Equities, Fixed Income, Stata, Hedge Funds, LBO, Alternative Investments, Due Diligence, Equity Research, M&A experience
Education
Georgetown University 2010 — 2011
M.A., Latin American Studies, 3.83
Georgetown University 2007 — 2011
BSFS, International Economics, 3.83
Jaclyn Markowitz Jaclyn Markowitz's Morgan Stanley Experience June 2013 - August 2013
Job Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Senator Frank Lautenberg's Newark, New Jersey Office May 2011 - August 2011
Scholar Rescue Fund May 2010 - July 2010
Skills
Economics, Analysis, Research, Spanish, Microsoft Excel, Financial Analysis, International Economics, Financial Economics, PowerPoint, Series 7, Series 63
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service (BSFS), International Economics, Magna Cum Laude
University of St. Andrews 2013 — 2013
Spring Study Abroad, School of Economics
Citi June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Senator Frank Lautenberg's Newark, New Jersey Office May 2011 - August 2011
Scholar Rescue Fund May 2010 - July 2010
Skills
Economics, Analysis, Research, Spanish, Microsoft Excel, Financial Analysis, International Economics, Financial Economics, PowerPoint, Series 7, Series 63
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service (BSFS), International Economics, Magna Cum Laude
University of St. Andrews 2013 — 2013
Spring Study Abroad, School of Economics
Dan Reid Dan Reid's Morgan Stanley Experience August 2010 - July 2012
Job Senior Financial Analyst at Netflix
Industry Financial Services
Experience
Netflix April 2014 - Present
Morgan Stanley Expansion Capital August 2013 - April 2014
Morgan Stanley Expansion Capital August 2012 - August 2013
Morgan Stanley August 2010 - July 2012
Royal Bank of Scotland June 2009 - August 2009
Oppenheimer Corporation May 2008 - June 2008
Skills
Investment Banking, Industry Analysis, Equities, Financial Modeling, Valuation, Growth Capital, Principal Investing, Venture Capital, LBO, Business Strategy, Private Equity, Series 7, Mergers & Acquisitions, Investments, Competitive Analysis, Asset Management, Equity Research, Capital Markets, Finance, Corporate Finance, Emerging Markets
Education
Georgetown University, Edmund A. Walsh School of Foreign Service 2006 — 2010
Bachelor of Science, International Economics; Finance and Commerce
Georgetown University
Netflix April 2014 - Present
Morgan Stanley Expansion Capital August 2013 - April 2014
Morgan Stanley Expansion Capital August 2012 - August 2013
Morgan Stanley August 2010 - July 2012
Royal Bank of Scotland June 2009 - August 2009
Oppenheimer Corporation May 2008 - June 2008
Skills
Investment Banking, Industry Analysis, Equities, Financial Modeling, Valuation, Growth Capital, Principal Investing, Venture Capital, LBO, Business Strategy, Private Equity, Series 7, Mergers & Acquisitions, Investments, Competitive Analysis, Asset Management, Equity Research, Capital Markets, Finance, Corporate Finance, Emerging Markets
Education
Georgetown University, Edmund A. Walsh School of Foreign Service 2006 — 2010
Bachelor of Science, International Economics; Finance and Commerce
Georgetown University
Heather Gartin's Morgan Stanley Experience August 2011 - July 2013
Job Associate at Catterton Partners
Industry Financial Services
Experience
Catterton Partners July 2013 - Present
Morgan Stanley August 2011 - July 2013
Students of Georgetown, Inc. August 2007 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Financial Analysis, Valuation, Bloomberg, Nonprofits, Financial Modeling, Corporate Finance, Marketing
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Catterton Partners July 2013 - Present
Morgan Stanley August 2011 - July 2013
Students of Georgetown, Inc. August 2007 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Financial Analysis, Valuation, Bloomberg, Nonprofits, Financial Modeling, Corporate Finance, Marketing
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Daniel G. Patyk, Jr. Daniel G. Patyk, Jr.'s Morgan Stanley Experience 2006 - 2011
Job CoOwner, Sola Salon Studios Long Island
Industry Financial Services
Experience
Citi August 2011 - October 2012
Morgan Stanley 2006 - 2011
Morgan Stanley 2000 - 2006
Morgan Stanley 1996 - 2000
Morgan Stanley 1995 - 1996
Morgan Stanley 1991 - 1994
Morgan Stanley 1987 - 1989
Skills
Capital Markets, Mergers, Equities, Financial Advisory, Investment Banking, Talent Management, Mergers & Acquisitions, Finance, Analysis, HRIS, Restructuring, Investments, Securities, Due Diligence, Strategy, Strategic Financial..., Employee Benefits, Options, Leadership, Risk Management, Investment Management, Derivatives, Private Equity, Program Management, Alternative Investments, Financial Modeling, Financial Risk, Fixed Income, Corporate Finance, Management, Financial Analysis, Executive Management, Series 63, Human Resources, Asset Management, Valuation, Mutual Funds, Wealth Management, Equity Research, Bloomberg, Series 7, Financial Markets, Project Management, Team Building, Forecasting, Emerging Markets, Trading, Financial Services, Hedge Funds, Banking
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Management, Concentration in Finance
Georgetown University 1983 — 1987
BSBA, Concentration in Finance
Citi August 2011 - October 2012
Morgan Stanley 2006 - 2011
Morgan Stanley 2000 - 2006
Morgan Stanley 1996 - 2000
Morgan Stanley 1995 - 1996
Morgan Stanley 1991 - 1994
Morgan Stanley 1987 - 1989
Skills
Capital Markets, Mergers, Equities, Financial Advisory, Investment Banking, Talent Management, Mergers & Acquisitions, Finance, Analysis, HRIS, Restructuring, Investments, Securities, Due Diligence, Strategy, Strategic Financial..., Employee Benefits, Options, Leadership, Risk Management, Investment Management, Derivatives, Private Equity, Program Management, Alternative Investments, Financial Modeling, Financial Risk, Fixed Income, Corporate Finance, Management, Financial Analysis, Executive Management, Series 63, Human Resources, Asset Management, Valuation, Mutual Funds, Wealth Management, Equity Research, Bloomberg, Series 7, Financial Markets, Project Management, Team Building, Forecasting, Emerging Markets, Trading, Financial Services, Hedge Funds, Banking
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Management, Concentration in Finance
Georgetown University 1983 — 1987
BSBA, Concentration in Finance
Rich Brereton Rich Brereton's Morgan Stanley Experience 1987 - 1988
Job Managing Director Marketing at Harbert Management Corporation
Industry Financial Services
Experience
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Gregg Hernandez, CFA Gregg Hernandez, CFA's Morgan Stanley Experience February 1998 - May 2005
Job Vice President, Investment Specialist at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets July 2011 - Present
NASDAQ 2005 - 2011
Morgan Stanley February 1998 - May 2005
Liberty Brokerage 1991 - 1998
Skills
Spanish Fluency, Portuguese Fluency, Series 7, Series 66, SMAs, Hedge Funds, Wealth Management, Alternative Investments, Mutual Funds, Offshore Investments, Chartered Financial..., Media, Writing, Macroeconomics, Investment Strategies, ETFs, Portfolio Management, Investment Advisory, Investment Management, Wealth Management..., Bloomberg Terminal, Equities, Investments, Financial Markets, Asset Management
Education
Georgetown University
BSFS
New York University
MBA
Other
Universidad de Sevilla
Citigroup Global Markets July 2011 - Present
NASDAQ 2005 - 2011
Morgan Stanley February 1998 - May 2005
Liberty Brokerage 1991 - 1998
Skills
Spanish Fluency, Portuguese Fluency, Series 7, Series 66, SMAs, Hedge Funds, Wealth Management, Alternative Investments, Mutual Funds, Offshore Investments, Chartered Financial..., Media, Writing, Macroeconomics, Investment Strategies, ETFs, Portfolio Management, Investment Advisory, Investment Management, Wealth Management..., Bloomberg Terminal, Equities, Investments, Financial Markets, Asset Management
Education
Georgetown University
BSFS
New York University
MBA
Other
Universidad de Sevilla
Samantha Smolka Samantha Smolka's Morgan Stanley Experience June 2014 - August 2014
Job AERS Cyber Risk Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Morgan Stanley June 2014 - August 2014
Georgetown University September 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Commonfund May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Social Media, Marketing, Sponsorship, Brand Management, Flexible Approach
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Political Economy and Government
Staples High School 2007 — 2011
Deloitte August 2015 - Present
Morgan Stanley June 2014 - August 2014
Georgetown University September 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Commonfund May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Social Media, Marketing, Sponsorship, Brand Management, Flexible Approach
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Political Economy and Government
Staples High School 2007 — 2011
Sedric Nesbitt Sedric Nesbitt's Morgan Stanley Experience June 2010 - August 2010
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture May 2012 - Present
Booz Allen Hamilton August 2011 - January 2012
Office of Campus Activites and Facilities August 2009 - May 2011
Management Leadership for Tomorrow July 2009 - December 2010
Morgan Stanley June 2010 - August 2010
Livescribe July 2009 - May 2010
Greater Houston Pool Management June 2005 - August 2009
Skills
Strategy, Research, Market Research, Management
Education
Georgetown University 2007 — 2011
Bachelor of Arts, English, Government
Accenture May 2012 - Present
Booz Allen Hamilton August 2011 - January 2012
Office of Campus Activites and Facilities August 2009 - May 2011
Management Leadership for Tomorrow July 2009 - December 2010
Morgan Stanley June 2010 - August 2010
Livescribe July 2009 - May 2010
Greater Houston Pool Management June 2005 - August 2009
Skills
Strategy, Research, Market Research, Management
Education
Georgetown University 2007 — 2011
Bachelor of Arts, English, Government
Klarizsa Padilla Klarizsa Padilla's Morgan Stanley Experience June 2014 - August 2014
Job Web Designer and Developer at Georgetown University
Industry Computer & Network Security
Experience
Management Leadership for Tomorrow (MLT) June 2015 - Present
Georgetown University August 2014 - Present
Google July 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Middlebury College January 2014 - May 2014
Aon Hewitt September 2012 - August 2013
Google June 2013 - July 2013
Chicago Botanic Garden August 2010 - June 2012
Lake Forest Open Lands June 2010 - August 2010
Wintrust Financial August 2009 - June 2010
Skills
Fundraising, Public Speaking, Outlook, Press Releases, Spanish, Computer Science, HTML, Java, Arduino, Microsoft Office, Programming, Python, CSS, Google App Engine, Salesforce.com, PowerPoint
Education
Georgetown University 2014 — 2017
Bachelor of Science (B.S.), Computer Science, Sophomore
Middlebury College 2013 — 2014
Bachelor's degree, Computer Science, Freshman
Cristo Rey St. Martin College Prep 2009 — 2013
Management Leadership for Tomorrow (MLT) June 2015 - Present
Georgetown University August 2014 - Present
Google July 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Middlebury College January 2014 - May 2014
Aon Hewitt September 2012 - August 2013
Google June 2013 - July 2013
Chicago Botanic Garden August 2010 - June 2012
Lake Forest Open Lands June 2010 - August 2010
Wintrust Financial August 2009 - June 2010
Skills
Fundraising, Public Speaking, Outlook, Press Releases, Spanish, Computer Science, HTML, Java, Arduino, Microsoft Office, Programming, Python, CSS, Google App Engine, Salesforce.com, PowerPoint
Education
Georgetown University 2014 — 2017
Bachelor of Science (B.S.), Computer Science, Sophomore
Middlebury College 2013 — 2014
Bachelor's degree, Computer Science, Freshman
Cristo Rey St. Martin College Prep 2009 — 2013
Kirby C. Smith, JD, MBA Kirby C. Smith, JD, MBA's Morgan Stanley Experience January 1998 - January 2004
Job Financial Advisor, Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Loyola University Maryland January 2006 - Present
Wells Fargo Advisors January 2004 - October 2011
Morgan Stanley January 1998 - January 2004
Alex. Brown & Sons January 1979 - January 1998
Education
University of Baltimore School of Law 1975 — 1979
J.D, Law
The George Washington University 1974 — 1975
Masters of Business Administration, Finance & Investments
Georgetown University 1970 — 1974
B.S.B.A, Finance
Ameriprise Financial Services, Inc. 2011 - Present
Loyola University Maryland January 2006 - Present
Wells Fargo Advisors January 2004 - October 2011
Morgan Stanley January 1998 - January 2004
Alex. Brown & Sons January 1979 - January 1998
Education
University of Baltimore School of Law 1975 — 1979
J.D, Law
The George Washington University 1974 — 1975
Masters of Business Administration, Finance & Investments
Georgetown University 1970 — 1974
B.S.B.A, Finance
Sean O'Donovan's Morgan Stanley Experience October 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Realterm Global February 2014 - May 2014
Sage Policy Group, Inc. June 2013 - August 2013
CapellaTax Network February 2013 - May 2013
Sherwood Forest Boys & Girls Camp June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Public Speaking, Financial Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics
St. Mary's Annapolis High School 2008 — 2010
Archbishop Spalding High School 2006 — 2008
Morgan Stanley October 2014 - Present
Realterm Global February 2014 - May 2014
Sage Policy Group, Inc. June 2013 - August 2013
CapellaTax Network February 2013 - May 2013
Sherwood Forest Boys & Girls Camp June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Public Speaking, Financial Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics
St. Mary's Annapolis High School 2008 — 2010
Archbishop Spalding High School 2006 — 2008
Emily Michalski's Morgan Stanley Experience August 2013 - April 2015
Job Finance Operations
Industry Banking
Experience
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley August 2013 - April 2015
Deloitte Consulting 2009 - 2013
Deloitte 2007 - 2009
Embassy of the Republic of Poland December 2006 - January 2007
Skills
Management Consulting, Change Management, Business Process..., Program Management, Business Analysis, Governance, Organizational Design, Performance Improvement, Business Transformation, Accounting, Analysis, Policy, Strategy, Training, Project Management
Education
Georgetown University 2011 — 2013
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
College of William & Mary 2003 — 2007
Business Administration, Finance with an International Emphasis
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley August 2013 - April 2015
Deloitte Consulting 2009 - 2013
Deloitte 2007 - 2009
Embassy of the Republic of Poland December 2006 - January 2007
Skills
Management Consulting, Change Management, Business Process..., Program Management, Business Analysis, Governance, Organizational Design, Performance Improvement, Business Transformation, Accounting, Analysis, Policy, Strategy, Training, Project Management
Education
Georgetown University 2011 — 2013
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
College of William & Mary 2003 — 2007
Business Administration, Finance with an International Emphasis
Michael Egziabher Michael Egziabher's Morgan Stanley Experience April 2011 - December 2011
Job Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Goldman Sachs June 2014 - August 2014
The OIX February 2012 - June 2013
Morgan Stanley April 2011 - December 2011
Newbury Partners August 2009 - March 2011
Credit Suisse July 2007 - July 2009
Skills
Investment Banking, Private Equity, Financial Analysis, Business Analysis, Excel
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S., Finance
Goldman Sachs June 2014 - August 2014
The OIX February 2012 - June 2013
Morgan Stanley April 2011 - December 2011
Newbury Partners August 2009 - March 2011
Credit Suisse July 2007 - July 2009
Skills
Investment Banking, Private Equity, Financial Analysis, Business Analysis, Excel
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S., Finance
Era Qian Era Qian's Morgan Stanley Experience March 2015 - March 2015
Job Credit Risk Analyst Intern at ExWorks Capital
Industry Financial Services
Experience
ExWorks Capital May 2015 - Present
Georgetown Undergraduate Research Opportunities Program (GUROP) September 2014 - Present
Smart Woman Securities September 2013 - Present
JPMorgan Chase & Co. April 2015 - April 2015
Morgan Stanley March 2015 - March 2015
Georgetown Institute for Consumer Research, Sponsored by KPMG September 2014 - January 2015
L'Oréal June 2014 - August 2014
Skills
Microsoft Excel, Social Media, Research, Event Planning, Management, Leadership, Data Analysis, Credit Analysis, Equity Research, Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science (BS), International Business & Finance Major, Government Minor
Villanova Preparatory school 2011 — 2013
Georgetown University
ExWorks Capital May 2015 - Present
Georgetown Undergraduate Research Opportunities Program (GUROP) September 2014 - Present
Smart Woman Securities September 2013 - Present
JPMorgan Chase & Co. April 2015 - April 2015
Morgan Stanley March 2015 - March 2015
Georgetown Institute for Consumer Research, Sponsored by KPMG September 2014 - January 2015
L'Oréal June 2014 - August 2014
Skills
Microsoft Excel, Social Media, Research, Event Planning, Management, Leadership, Data Analysis, Credit Analysis, Equity Research, Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science (BS), International Business & Finance Major, Government Minor
Villanova Preparatory school 2011 — 2013
Georgetown University
Samuel Edelson's Morgan Stanley Experience June 2004 - July 2006
Job Entrepreneur and Investor
Industry Internet
Experience
Lovely (acquired by RentPath) January 2014 - April 2014
Tripflavor (acquired by ZOZI) January 2011 - April 2013
Airbnb.com May 2010 - September 2010
TA Associates August 2006 - August 2009
Morgan Stanley June 2004 - July 2006
Merrill Lynch June 2003 - September 2003
Education
Stanford University Graduate School of Business 2009 — 2011
Masters in Business Administrations
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
Lovely (acquired by RentPath) January 2014 - April 2014
Tripflavor (acquired by ZOZI) January 2011 - April 2013
Airbnb.com May 2010 - September 2010
TA Associates August 2006 - August 2009
Morgan Stanley June 2004 - July 2006
Merrill Lynch June 2003 - September 2003
Education
Stanford University Graduate School of Business 2009 — 2011
Masters in Business Administrations
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
Kristen Focella Kristen Focella's Morgan Stanley Experience June 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Office of Congressman Thomas J. Rooney, House of Representatives February 2012 - May 2012
Georgetown University McDonough School of Business Technology Center September 2008 - May 2012
Citi June 2011 - August 2011
American Public Power Association January 2011 - May 2011
Sirius XM Radio Inc. June 2010 - August 2010
Sirius XM Radio Inc. February 2010 - May 2010
Garden City Public Library June 2006 - January 2010
Skills
Microsoft Excel, PowerPoint, Access, Management, Microsoft Office, Microsoft Word, Series 7, Series 63, Outlook, Adobe Acrobat, Google Apps, Google Docs, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Capital Project Planning, Liquidity Management
Education
Georgetown University 2008 — 2012
Bachelor of Science, Finance and Operations Information Management
University College Dublin 2010 — 2010
Business and Commerce
Morgan Stanley June 2012 - Present
Office of Congressman Thomas J. Rooney, House of Representatives February 2012 - May 2012
Georgetown University McDonough School of Business Technology Center September 2008 - May 2012
Citi June 2011 - August 2011
American Public Power Association January 2011 - May 2011
Sirius XM Radio Inc. June 2010 - August 2010
Sirius XM Radio Inc. February 2010 - May 2010
Garden City Public Library June 2006 - January 2010
Skills
Microsoft Excel, PowerPoint, Access, Management, Microsoft Office, Microsoft Word, Series 7, Series 63, Outlook, Adobe Acrobat, Google Apps, Google Docs, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Capital Project Planning, Liquidity Management
Education
Georgetown University 2008 — 2012
Bachelor of Science, Finance and Operations Information Management
University College Dublin 2010 — 2010
Business and Commerce
Justin Marquardt Justin Marquardt's Morgan Stanley Experience 2011 — 2014
Job Vice President at New Harbor Capital Management, LP
Industry Financial Services
Experience
New Harbor Capital Management, LP March 2015 — Present
Prairie Capital LP July 2014 — March 2015
Morgan Stanley 2011 — 2014
Sidley Austin LLP 2009 — 2009
High City LLC 2006 — 2009
Goldberg Kohn Ltd. 2008 — 2008
Skills
Mergers, Financial Modeling, Private Equity, Valuation, Retail, Banking, Investment Banking, Equities, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
University of Chicago Law School 2007 — 2011
Doctor of Law (J.D.)
University of Oxford 2005 — 2006
Masters, History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), History
Hinsdale Central 2007 — 2011
NA
New Harbor Capital Management, LP March 2015 — Present
Prairie Capital LP July 2014 — March 2015
Morgan Stanley 2011 — 2014
Sidley Austin LLP 2009 — 2009
High City LLC 2006 — 2009
Goldberg Kohn Ltd. 2008 — 2008
Skills
Mergers, Financial Modeling, Private Equity, Valuation, Retail, Banking, Investment Banking, Equities, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
University of Chicago Law School 2007 — 2011
Doctor of Law (J.D.)
University of Oxford 2005 — 2006
Masters, History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), History
Hinsdale Central 2007 — 2011
NA
Onari Tariah Onari Tariah's Morgan Stanley Experience September 2014 - Present
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
BSI March 2013 - Present
Wells Fargo June 2011 - September 2011
Mufid & Co. Accounting Firm February 2011 - June 2011
Presidential Election Campaign March 2008 - November 2008
Skills
Accounting, Accounts Receivable, Analysis, Customer Service, Finance, Financial Analysis, Investments, Management
Education
Georgetown University 2013 — 2014
Financial Planning
The Manchester Metropolitan University 2009 — 2012
BA ( Hons.) Accounting & Finance
Morgan Stanley September 2014 - Present
BSI March 2013 - Present
Wells Fargo June 2011 - September 2011
Mufid & Co. Accounting Firm February 2011 - June 2011
Presidential Election Campaign March 2008 - November 2008
Skills
Accounting, Accounts Receivable, Analysis, Customer Service, Finance, Financial Analysis, Investments, Management
Education
Georgetown University 2013 — 2014
Financial Planning
The Manchester Metropolitan University 2009 — 2012
BA ( Hons.) Accounting & Finance
Nick Miede Nick Miede's Morgan Stanley Experience July 2007 - June 2009
Job Creative Director at Column Five
Industry Marketing and Advertising
Experience
Column Five July 2014 - Present
Column Five July 2013 - Present
Column Five November 2012 - July 2013
Column Five April 2011 - November 2012
Change For Balance Productions November 2009 - April 2011
Morgan Stanley July 2007 - June 2009
Skills
Content Strategy, Copywriting, Motion Graphics, Video, Film, Public Relations, Storytelling, Producing, Graphic Design, Video Production, Multimedia, Music Videos, Digital Media, Creative Direction, Documentaries, Social Media, Writing
Education
Georgetown University 2003 — 2007
Bachelor of Science in Foreign Service, International Politics
Column Five July 2014 - Present
Column Five July 2013 - Present
Column Five November 2012 - July 2013
Column Five April 2011 - November 2012
Change For Balance Productions November 2009 - April 2011
Morgan Stanley July 2007 - June 2009
Skills
Content Strategy, Copywriting, Motion Graphics, Video, Film, Public Relations, Storytelling, Producing, Graphic Design, Video Production, Multimedia, Music Videos, Digital Media, Creative Direction, Documentaries, Social Media, Writing
Education
Georgetown University 2003 — 2007
Bachelor of Science in Foreign Service, International Politics
Gene Ball's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Students of Georgetown, Inc. September 2012 - Present
Lloyd Harbor Equestrian Center May 2012 - August 2013
Lloyd Harbor Village Park Day Camp June 2012 - August 2012
Skills
Microsoft Excel, Nonprofits, Microsoft Office, Microsoft Word, PowerPoint, QuickBooks, Customer Service, Social Media, Teamwork, Public Speaking, English, Analysis, Event Planning, Finance, Financial Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance (Double Major) Minor: Theology
Morgan Stanley June 2015 - Present
Students of Georgetown, Inc. September 2012 - Present
Lloyd Harbor Equestrian Center May 2012 - August 2013
Lloyd Harbor Village Park Day Camp June 2012 - August 2012
Skills
Microsoft Excel, Nonprofits, Microsoft Office, Microsoft Word, PowerPoint, QuickBooks, Customer Service, Social Media, Teamwork, Public Speaking, English, Analysis, Event Planning, Finance, Financial Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance (Double Major) Minor: Theology
Mark Cerminaro's Morgan Stanley Experience June 2001 - April 2007
Job Chief Revenue Officer at RapidAdvance
Industry Financial Services
Experience
RapidAdvance July 2013 - Present
RapidAdvance January 2010 - June 2013
RapidAdvance April 2007 - January 2010
Morgan Stanley June 2001 - April 2007
Skills
Merchant Services, New Business Development, Marketing Strategy, Marketing, Business Development, Strategic Partnerships, Salesforce.com, Sales Management, Strategy, Lead Generation, Sales Process, Business Strategy, Direct Sales, Executive Management
Education
Georgetown University 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
RapidAdvance July 2013 - Present
RapidAdvance January 2010 - June 2013
RapidAdvance April 2007 - January 2010
Morgan Stanley June 2001 - April 2007
Skills
Merchant Services, New Business Development, Marketing Strategy, Marketing, Business Development, Strategic Partnerships, Salesforce.com, Sales Management, Strategy, Lead Generation, Sales Process, Business Strategy, Direct Sales, Executive Management
Education
Georgetown University 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Kate Kauffman Kate Kauffman's Morgan Stanley Experience June 2012 - June 2015
Job Recruiter at SearchOne
Industry Financial Services
Experience
SearchOne June 2015 - Present
Morgan Stanley June 2012 - June 2015
Bloomberg March 2012 - April 2012
Bloomberg June 2011 - August 2011
Conde Nast May 2010 - July 2010
Skills
Series 7, Series 63, Series 52, Capital Markets, Fixed Income, Alternative Investments, Wealth Management, Financial Modeling, Bloomberg, Microsoft Excel, Financial Analysis, Investments, Equities
Education
Georgetown University 2008 — 2012
Bachelor's degree, English
St. Ignatius College Preparatory (2008) 2004 — 2008
SearchOne June 2015 - Present
Morgan Stanley June 2012 - June 2015
Bloomberg March 2012 - April 2012
Bloomberg June 2011 - August 2011
Conde Nast May 2010 - July 2010
Skills
Series 7, Series 63, Series 52, Capital Markets, Fixed Income, Alternative Investments, Wealth Management, Financial Modeling, Bloomberg, Microsoft Excel, Financial Analysis, Investments, Equities
Education
Georgetown University 2008 — 2012
Bachelor's degree, English
St. Ignatius College Preparatory (2008) 2004 — 2008
Parul Bharadwaj Parul Bharadwaj's Morgan Stanley Experience July 2003 - December 2006
Job Senior Brand Manager at Colgate Palmolive
Industry Consumer Goods
Experience
Colgate Palmolive September 2010 - Present
IFC, World Bank January 2007 - May 2008
Morgan Stanley July 2003 - December 2006
Skills
Emerging Markets, Competitive Analysis, Business Strategy, Financial Analysis, Strategy, Consumer Products, Customer Insight, Shopper Marketing, Valuation, Brand Management, Market Research
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing
Georgetown University 1999 — 2003
BS with honors, Finance
Colgate Palmolive September 2010 - Present
IFC, World Bank January 2007 - May 2008
Morgan Stanley July 2003 - December 2006
Skills
Emerging Markets, Competitive Analysis, Business Strategy, Financial Analysis, Strategy, Consumer Products, Customer Insight, Shopper Marketing, Valuation, Brand Management, Market Research
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing
Georgetown University 1999 — 2003
BS with honors, Finance
Ellen Wetherill Ellen Wetherill's Morgan Stanley Experience June 2014 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments May 2012 - August 2012
Education
Georgetown University 2010 — 2014
Economics
Barrington High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments May 2012 - August 2012
Education
Georgetown University 2010 — 2014
Economics
Barrington High School 2006 — 2010
Peter Sykes Peter Sykes's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Morgan Stanley
Industry Internet
Experience
Morgan Stanley June 2014 - August 2014
TD May 2013 - August 2013
FairWinds Partners LLC October 2012 - June 2013
Skills
Research, Community Outreach, Finance, PowerPoint, Analysis, Marketing Strategy
Education
Chambre de Commerce et d'Industrie de Paris
Georgetown University
Bachelor of Arts, Economics
Western Canada High School
Morgan Stanley June 2014 - August 2014
TD May 2013 - August 2013
FairWinds Partners LLC October 2012 - June 2013
Skills
Research, Community Outreach, Finance, PowerPoint, Analysis, Marketing Strategy
Education
Chambre de Commerce et d'Industrie de Paris
Georgetown University
Bachelor of Arts, Economics
Western Canada High School
Jory Caulkins Jory Caulkins's Morgan Stanley Experience September 2008 - August 2010
Job CEO at Independent Energy Standards Corp.
Industry Oil & Energy
Experience
Independent Energy Standards Corp. February 2013 - Present
Bain Capital August 2010 - July 2012
Morgan Stanley September 2008 - August 2010
Nexodex.com April 2006 - January 2010
SSARIS Advisors August 2006 - September 2008
Georgetown Events Committee June 2005 - September 2006
Georgetown University August 2004 - May 2006
Skills
Entrepreneurship, Oil & Gas Industry, Sustainability, Environmental Awareness, Environmental..., Mergers & Acquisitions, Investments, Business Development, Private Equity, Financial Modeling, Hedge Funds, Valuation, Venture Capital, Due Diligence, Management, Portfolio Management, Investment Banking, Research, Strategic Planning, Analysis, Nonprofits, Budgets, Derivatives, Financial Advisory, Hydraulic Fracturing
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
B.S., Biology, Economics, Cumulative GPA 3.94 / 4.00; top 1% of class
Independent Energy Standards Corp. February 2013 - Present
Bain Capital August 2010 - July 2012
Morgan Stanley September 2008 - August 2010
Nexodex.com April 2006 - January 2010
SSARIS Advisors August 2006 - September 2008
Georgetown Events Committee June 2005 - September 2006
Georgetown University August 2004 - May 2006
Skills
Entrepreneurship, Oil & Gas Industry, Sustainability, Environmental Awareness, Environmental..., Mergers & Acquisitions, Investments, Business Development, Private Equity, Financial Modeling, Hedge Funds, Valuation, Venture Capital, Due Diligence, Management, Portfolio Management, Investment Banking, Research, Strategic Planning, Analysis, Nonprofits, Budgets, Derivatives, Financial Advisory, Hydraulic Fracturing
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
B.S., Biology, Economics, Cumulative GPA 3.94 / 4.00; top 1% of class
Jeff Hoffmeister Jeff Hoffmeister's Morgan Stanley Experience 2000 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
Morgan Stanley 2006 - 2008
Anheuser-Busch 1996 - 1996
Price Waterhouse Coopers 1992 - 1995
Skills
Mergers, Investment Banking, Capital Markets, Equities, IPO, Mergers & Acquisitions, Private Equity, Valuation, Banking, Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, LBO
Education
Georgetown University 1988 — 1992
BSBA, Finance
Morgan Stanley 2000 - Present
Morgan Stanley 2006 - 2008
Anheuser-Busch 1996 - 1996
Price Waterhouse Coopers 1992 - 1995
Skills
Mergers, Investment Banking, Capital Markets, Equities, IPO, Mergers & Acquisitions, Private Equity, Valuation, Banking, Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, LBO
Education
Georgetown University 1988 — 1992
BSBA, Finance
Matt Crnkovich Matt Crnkovich's Morgan Stanley Experience June 2011 - July 2013
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
Stanford Graduate School of Business August 2015 - Present
National Basketball Association (NBA) January 2015 - July 2015
National Basketball Association August 2013 - December 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Finance
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
B.S., Finance, Management
University of Oxford 2009 — 2009
Business
Delbarton School 2001 — 2007
Stanford Graduate School of Business August 2015 - Present
National Basketball Association (NBA) January 2015 - July 2015
National Basketball Association August 2013 - December 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Finance
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
B.S., Finance, Management
University of Oxford 2009 — 2009
Business
Delbarton School 2001 — 2007
Ricardo Estopier-Ayala Ricardo Estopier-Ayala's Morgan Stanley Experience June 2011 - August 2011
Job Financial Procurement Card Analyst Assistant at The Georgetown University Medical Center
Industry Financial Services
Experience
Georgetown University Medical Center November 2014 - Present
Fibich Hampton Leebron Briggs Josephson, LLP May 2013 - August 2014
The Lawrenceville School June 2012 - July 2013
Morgan Stanley June 2011 - August 2011
Morris Architects June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Leadership, Customer Service, Teamwork, Research, Revit, ACAD, Spanish
Education
Georgetown University 2012 — 2016
Psychology & Mathematics
The Lawrenceville School 2010 — 2012
High School Diploma
Strake Jesuit College Preparatory 2007 — 2010
Georgetown University Medical Center November 2014 - Present
Fibich Hampton Leebron Briggs Josephson, LLP May 2013 - August 2014
The Lawrenceville School June 2012 - July 2013
Morgan Stanley June 2011 - August 2011
Morris Architects June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Leadership, Customer Service, Teamwork, Research, Revit, ACAD, Spanish
Education
Georgetown University 2012 — 2016
Psychology & Mathematics
The Lawrenceville School 2010 — 2012
High School Diploma
Strake Jesuit College Preparatory 2007 — 2010
Joan Abbott's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Miller and Engel Law May 2012 - August 2012
Skills
Credit Risk, Microsoft Office
Education
Georgetown University 2012 — 2016
Bachelor of Science in Foreign Service, Science, Technology and International Affairs
Chatham High School
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Miller and Engel Law May 2012 - August 2012
Skills
Credit Risk, Microsoft Office
Education
Georgetown University 2012 — 2016
Bachelor of Science in Foreign Service, Science, Technology and International Affairs
Chatham High School
Karen Rancourt-Foster's Morgan Stanley Experience May 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Pfizer September 1999 - September 2005
Navigant Consulting September 1997 - September 1999
Education
Georgetown University 1993 — 1997
BSBA, Accounting
Morgan Stanley May 2007 - Present
Pfizer September 1999 - September 2005
Navigant Consulting September 1997 - September 1999
Education
Georgetown University 1993 — 1997
BSBA, Accounting
Erin Egan's Morgan Stanley Experience April 2004 - September 2007
Job Owner, EME Bookkeeping LLC
Industry Financial Services
Experience
EME Bookkeeping LLC October 2011 - Present
Morgan Stanley April 2004 - September 2007
Merrill Lynch May 2001 - April 2004
Merrill Lynch March 1999 - May 2001
Merrill Lynch July 1997 - March 1999
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Trading, Asset Management, Investments, Portfolio Management, Bloomberg
Education
Georgetown University 1993 — 1997
B.S
EME Bookkeeping LLC October 2011 - Present
Morgan Stanley April 2004 - September 2007
Merrill Lynch May 2001 - April 2004
Merrill Lynch March 1999 - May 2001
Merrill Lynch July 1997 - March 1999
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Trading, Asset Management, Investments, Portfolio Management, Bloomberg
Education
Georgetown University 1993 — 1997
B.S
James Flanagan's Morgan Stanley Experience April 1991 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1991 - Present
Education
Georgetown University 1987 — 1991
Morgan Stanley April 1991 - Present
Education
Georgetown University 1987 — 1991
Dawn Scheirer's Morgan Stanley Experience February 2004 - February 2007
Job Global Head of Financial Planning & Analysis, AIG Consumer Insurance at AIG
Industry Financial Services
Experience
AIG November 2014 - Present
AIG March 2013 - November 2014
Perella Weinberg Partners February 2007 - January 2013
Morgan Stanley February 2004 - February 2007
J.P. Morgan Securities Inc. 1998 - 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Equities, Corporate Finance, Hedge Funds, Alternative Investments, Mergers, Investments, Due Diligence, LBO, Corporate Development, Asset Managment, Financial Analysis
Education
Georgetown University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
AIG November 2014 - Present
AIG March 2013 - November 2014
Perella Weinberg Partners February 2007 - January 2013
Morgan Stanley February 2004 - February 2007
J.P. Morgan Securities Inc. 1998 - 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Equities, Corporate Finance, Hedge Funds, Alternative Investments, Mergers, Investments, Due Diligence, LBO, Corporate Development, Asset Managment, Financial Analysis
Education
Georgetown University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kevin McLoughlin's Morgan Stanley Experience May 2004 - July 2004
Job Senior Consultant
Industry Financial Services
Experience
Deloitte January 2014 - Present
Booz Allen Hamilton August 2010 - December 2013
Hopwood Financial Services, Inc October 2006 - August 2010
Hopwood Financial Services, Inc August 2006 - October 2006
Department of Defense May 2005 - August 2005
Morgan Stanley May 2004 - July 2004
Skills
Portfolio Management, Strategic Financial..., Investments, Mutual Funds, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Program Management, Forecasting, Business Development, Due Diligence, Analysis, Management, Business Process..., CRM, Change Management, Consulting, Finance, Project Management
Education
Georgetown University 2007 — 2008
Certificate of, Financial Planning
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Flint Hill School 1998 — 2002
Deloitte January 2014 - Present
Booz Allen Hamilton August 2010 - December 2013
Hopwood Financial Services, Inc October 2006 - August 2010
Hopwood Financial Services, Inc August 2006 - October 2006
Department of Defense May 2005 - August 2005
Morgan Stanley May 2004 - July 2004
Skills
Portfolio Management, Strategic Financial..., Investments, Mutual Funds, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Program Management, Forecasting, Business Development, Due Diligence, Analysis, Management, Business Process..., CRM, Change Management, Consulting, Finance, Project Management
Education
Georgetown University 2007 — 2008
Certificate of, Financial Planning
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Flint Hill School 1998 — 2002
Molly McDonnell's Morgan Stanley Experience March 2012 - Present
Job Vice President at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley March 2012 - Present
Education
Georgetown University Law Center 2004 — 2007
J.D.
Georgetown University 2000 — 2004
A.B.
Kingswood-Oxford School 1996 — 2000
Morgan Stanley March 2012 - Present
Education
Georgetown University Law Center 2004 — 2007
J.D.
Georgetown University 2000 — 2004
A.B.
Kingswood-Oxford School 1996 — 2000
Jonathan Dunlop's Morgan Stanley Experience January 2014 - Present
Job Vice President Retail and Consumer Investment Banking at Morgan Stanley
Industry Apparel & Fashion
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Derek Lam Company October 2005 - August 2008
Martens & Heads! January 2004 - October 2005
Skills
Strategic Planning, Finance, Retail, Financial Modeling, IPO, Investment Banking, Emerging Markets, Corporate Finance, Valuation, Capital Markets, Fashion, Private Equity, Product Management
Education
Yale University - Yale School of Management 2008 — 2010
MBA
Georgetown University 1999 — 2003
BSFS, Major in International Economics. Honors Certificate in International Business Diplomacy
Hopkins School
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Derek Lam Company October 2005 - August 2008
Martens & Heads! January 2004 - October 2005
Skills
Strategic Planning, Finance, Retail, Financial Modeling, IPO, Investment Banking, Emerging Markets, Corporate Finance, Valuation, Capital Markets, Fashion, Private Equity, Product Management
Education
Yale University - Yale School of Management 2008 — 2010
MBA
Georgetown University 1999 — 2003
BSFS, Major in International Economics. Honors Certificate in International Business Diplomacy
Hopkins School
Kathleen Goldammer-Copeland's Morgan Stanley Experience October 1997 - July 2006
Job Director, Talent Solutions, at Patina Solutions
Industry Management Consulting
Experience
Patina Solutions January 2014 - Present
Gopher Angels 2012 - Present
Certified Financial Planner™ June 2004 - Present
Morgan Stanley October 1997 - July 2006
SC Johnson May 1995 - July 1997
The Milwaukee County Research Park June 1992 - April 1995
Advanse International, a subsidiary of Electricite de France August 1988 - May 1992
Skills
Series 7, Asset Managment, Investments, Portfolio Management, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Start-ups, Business Planning, Due Diligence, Management, Finance, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Entrepreneurship, Business Development, Strategic Partnerships, Networking, Recruiting, Business Networking, Executive Search, Strategic Planning
Education
Georgetown University
Bachelor of Science (B.S.), School of Foreign Service
Thunderbird School of Global Management
MBA, International Management
Patina Solutions January 2014 - Present
Gopher Angels 2012 - Present
Certified Financial Planner™ June 2004 - Present
Morgan Stanley October 1997 - July 2006
SC Johnson May 1995 - July 1997
The Milwaukee County Research Park June 1992 - April 1995
Advanse International, a subsidiary of Electricite de France August 1988 - May 1992
Skills
Series 7, Asset Managment, Investments, Portfolio Management, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Start-ups, Business Planning, Due Diligence, Management, Finance, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Entrepreneurship, Business Development, Strategic Partnerships, Networking, Recruiting, Business Networking, Executive Search, Strategic Planning
Education
Georgetown University
Bachelor of Science (B.S.), School of Foreign Service
Thunderbird School of Global Management
MBA, International Management
John Dionisio's Morgan Stanley Experience May 2004 - August 2004
Job Senior Investment Director
Industry Investment Management
Experience
Meridiam February 2015 - Present
Meridiam Infrastructure January 2008 - Present
Meridiam Infrastructure October 2005 - December 2007
Morgan Stanley May 2004 - August 2004
Education
Georgetown University 2001 — 2005
Bachelor’s Degree
Meridiam February 2015 - Present
Meridiam Infrastructure January 2008 - Present
Meridiam Infrastructure October 2005 - December 2007
Morgan Stanley May 2004 - August 2004
Education
Georgetown University 2001 — 2005
Bachelor’s Degree
Dwight Doscher's Morgan Stanley Experience August 2010 - September 2012
Job Information Security Consultant at KPMG
Industry Information Technology and Services
Experience
KPMG March 2015 - Present
Doscher Dynamics November 2014 - Present
HSBC June 2013 - March 2015
Protiviti October 2012 - June 2013
Morgan Stanley August 2010 - September 2012
The Millburn Corporation March 2009 - August 2010
Goldman Sachs November 2007 - December 2008
Georgetown University June 2007 - November 2007
Skills
Process Improvement, Financial Risk, Management, Financial Analysis, VBA, Equities, SQL, Derivatives, Microsoft Excel, Access, Data Analysis, Analytics, Project Management, Microsoft Office, Financial Modeling, Bloomberg, Asset Managment, PowerPoint, Portfolio Management, Information Security, Financial Services, Risk Management, Business Analysis, Operational Risk
Education
Georgetown University 2003 — 2007
BS In Business Administration, Concentrations: Operations and Information Management, Finance. Minors: English, Computer Science
Georgetown University - The McDonough School of Business 2003 — 2007
B.S. Business Administration, Finance and Operations and Information Management
Fordham Preparatory
KPMG March 2015 - Present
Doscher Dynamics November 2014 - Present
HSBC June 2013 - March 2015
Protiviti October 2012 - June 2013
Morgan Stanley August 2010 - September 2012
The Millburn Corporation March 2009 - August 2010
Goldman Sachs November 2007 - December 2008
Georgetown University June 2007 - November 2007
Skills
Process Improvement, Financial Risk, Management, Financial Analysis, VBA, Equities, SQL, Derivatives, Microsoft Excel, Access, Data Analysis, Analytics, Project Management, Microsoft Office, Financial Modeling, Bloomberg, Asset Managment, PowerPoint, Portfolio Management, Information Security, Financial Services, Risk Management, Business Analysis, Operational Risk
Education
Georgetown University 2003 — 2007
BS In Business Administration, Concentrations: Operations and Information Management, Finance. Minors: English, Computer Science
Georgetown University - The McDonough School of Business 2003 — 2007
B.S. Business Administration, Finance and Operations and Information Management
Fordham Preparatory
Jason Curran's Morgan Stanley Experience 2002 - 2006
Job at
Industry Investment Management
Experience
Eton Park Capital Management November 2008 - Present
Steeple Capital LP January 2006 - June 2008
Morgan Stanley 2002 - 2006
Education
Georgetown University 1992 — 1996
Bachelor of Science, International Economics
Eton Park Capital Management November 2008 - Present
Steeple Capital LP January 2006 - June 2008
Morgan Stanley 2002 - 2006
Education
Georgetown University 1992 — 1996
Bachelor of Science, International Economics
Roger Hochschild's Morgan Stanley Experience February 2001 - January 2004
Job President and COO at Discover Financial Services
Industry Banking
Experience
Discover Financial Services February 2004 - Present
Morgan Stanley February 2001 - January 2004
MBNA America 1994 - 1998
Booz Allen Hamilton 1991 - 1994
Office of Management and Budget September 1990 - June 1991
Merrill Lynch 1986 - 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Georgetown University 1982 — 1986
Discover Financial Services February 2004 - Present
Morgan Stanley February 2001 - January 2004
MBNA America 1994 - 1998
Booz Allen Hamilton 1991 - 1994
Office of Management and Budget September 1990 - June 1991
Merrill Lynch 1986 - 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Georgetown University 1982 — 1986
Paul Paolisso's Morgan Stanley Experience March 2005 - March 2007
Job CRE Finance at EagleBank
Industry Commercial Real Estate
Experience
EagleBank April 2015 - Present
Arbor Commercial Mortgage May 2013 - January 2014
Metropolitan Funding Corp. March 2007 - April 2013
Morgan Stanley March 2005 - March 2007
Allpoint Network January 2004 - January 2005
Skills
Portfolio Management, Investments, Valuation, Asset Managment
Education
Georgetown University 1999 — 2003
BS in Business, Finance
Peddie School
EagleBank April 2015 - Present
Arbor Commercial Mortgage May 2013 - January 2014
Metropolitan Funding Corp. March 2007 - April 2013
Morgan Stanley March 2005 - March 2007
Allpoint Network January 2004 - January 2005
Skills
Portfolio Management, Investments, Valuation, Asset Managment
Education
Georgetown University 1999 — 2003
BS in Business, Finance
Peddie School
Prita Patel's Morgan Stanley Experience May 2004 - August 2008
Job Associate Vice Provost for Academic Administration at American University
Industry Higher Education
Experience
American University December 2014 - Present
Columbia University Medical Center October 2010 - December 2014
Healthfirst November 2009 - October 2010
Morgan Stanley May 2004 - August 2008
Morgan Stanley November 2002 - May 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, Data Analysis, Investments, Business Strategy, Strategy, Hedge Funds, Market Research, Due Diligence, Healthcare, Competitive Analysis, Forecasting, Corporate Finance, Equities, Business Analysis, Analytics, Risk Management, Project Management, Mergers & Acquisitions, Analysis, Finance, Process Improvement, Management, Strategic Planning, Executive Management, Research, Budgets, Managed Care, Business Planning, Leadership, Healthcare Management, PowerPoint, Medicare, Human Resources, Accounting, Program Management, Policy, Healthcare Information...
Education
Imperial College London 2008 — 2009
MSc, International Health Management
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science, Finance & Marketing
Georgetown University 2000 — 2000
College course credits, Economics, Philosophy
American University December 2014 - Present
Columbia University Medical Center October 2010 - December 2014
Healthfirst November 2009 - October 2010
Morgan Stanley May 2004 - August 2008
Morgan Stanley November 2002 - May 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, Data Analysis, Investments, Business Strategy, Strategy, Hedge Funds, Market Research, Due Diligence, Healthcare, Competitive Analysis, Forecasting, Corporate Finance, Equities, Business Analysis, Analytics, Risk Management, Project Management, Mergers & Acquisitions, Analysis, Finance, Process Improvement, Management, Strategic Planning, Executive Management, Research, Budgets, Managed Care, Business Planning, Leadership, Healthcare Management, PowerPoint, Medicare, Human Resources, Accounting, Program Management, Policy, Healthcare Information...
Education
Imperial College London 2008 — 2009
MSc, International Health Management
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science, Finance & Marketing
Georgetown University 2000 — 2000
College course credits, Economics, Philosophy
Katerina Pergola (Recachinas)'s Morgan Stanley Experience July 2006 - August 2014
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2006 - August 2014
Education
Georgetown University 2002 — 2006
Morgan Stanley July 2006 - August 2014
Education
Georgetown University 2002 — 2006
Kristofer Rodgers's Morgan Stanley Experience July 2009 - April 2010
Job Analyst at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management June 2012 - Present
Silver Point Capital May 2010 - March 2012
Morgan Stanley July 2009 - April 2010
Skills
Bloomberg, Financial Modeling, Valuation, Hedge Funds, Fixed Income, Corporate Finance, Investments, Special Situations, Alternative Investments, Capital Markets, LBO, Equity Valuation, Bloomberg Terminal, Leveraged Finance, Emerging Markets, Structured Finance
Education
Georgetown University 2005 — 2009
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 2007 — 2008
Och-Ziff Capital Management June 2012 - Present
Silver Point Capital May 2010 - March 2012
Morgan Stanley July 2009 - April 2010
Skills
Bloomberg, Financial Modeling, Valuation, Hedge Funds, Fixed Income, Corporate Finance, Investments, Special Situations, Alternative Investments, Capital Markets, LBO, Equity Valuation, Bloomberg Terminal, Leveraged Finance, Emerging Markets, Structured Finance
Education
Georgetown University 2005 — 2009
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 2007 — 2008
Julie Ryan Burke, CFA's Morgan Stanley Experience 1997 - 2000
Job Senior Reseach Analyst Healthcare, Oppenheimer Funds
Industry Investment Management
Experience
OppenheimerFunds April 2000 - Present
Morgan Stanley 1997 - 2000
Education
Georgetown University 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Regina Dominican High School 1989 — 1993
Faith Hope & Charity
OppenheimerFunds April 2000 - Present
Morgan Stanley 1997 - 2000
Education
Georgetown University 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Regina Dominican High School 1989 — 1993
Faith Hope & Charity
Melissa Evantash's Morgan Stanley Experience April 2010 - April 2011
Job Recruiting Manager
Industry Financial Services
Experience
Guidepoint Global October 2011 - Present
Morgan Stanley April 2010 - April 2011
Not for Profit Org March 2009 - April 2010
Credit Suisse August 2007 - January 2009
Tullet Prebon January 2007 - July 2007
Deutsche Bank June 2006 - January 2007
Melissa Evantash Special Events January 2003 - June 2006
VH1 August 1999 - December 2001
Democratic National Committee June 1995 - August 1999
Skills
Recruiting, Interviews, Human Resources, Sourcing, Management, Market Research, Event Planning, Event Management, Training, PowerPoint, Talent Acquisition, Hiring, Talent Management, College Recruiting, French, Recruitment/Retention, Advanced French..., Microsoft Excel, International...
Education
Georgetown University
B.A., M.A., History and Government, 3.69 Overall, 3.8 Major Field
Lower Merion High School
Guidepoint Global October 2011 - Present
Morgan Stanley April 2010 - April 2011
Not for Profit Org March 2009 - April 2010
Credit Suisse August 2007 - January 2009
Tullet Prebon January 2007 - July 2007
Deutsche Bank June 2006 - January 2007
Melissa Evantash Special Events January 2003 - June 2006
VH1 August 1999 - December 2001
Democratic National Committee June 1995 - August 1999
Skills
Recruiting, Interviews, Human Resources, Sourcing, Management, Market Research, Event Planning, Event Management, Training, PowerPoint, Talent Acquisition, Hiring, Talent Management, College Recruiting, French, Recruitment/Retention, Advanced French..., Microsoft Excel, International...
Education
Georgetown University
B.A., M.A., History and Government, 3.69 Overall, 3.8 Major Field
Lower Merion High School
Edings Thibault's Morgan Stanley Experience 1998 - 2007
Job Investor Relations Executive
Industry Financial Services
Experience
MSCI Inc. November 2014 - Present
MSCI Inc. December 2009 - November 2014
Indus Capital July 2008 - December 2009
Morgan Stanley 1998 - 2007
Alex. Brown & Sons 1995 - 1997
Skills
Investor Relations, Strategy, Equities, Hedge Funds, Financial Modeling, Valuation, Asset Management, Emerging Markets, Equity Research, Capital Markets, Financial Analysis, Analytics, Alternative Investments, Paper Industry, conversational French, Business Services, International Relations, Corporate Communications, Financial Reporting, Equity Indices
Education
Georgetown University 1991 — 1995
BS, Foreign Service
Phillips Exeter Academy 1987 — 1991
Lahore American School 1986 — 1991
MSCI Inc. November 2014 - Present
MSCI Inc. December 2009 - November 2014
Indus Capital July 2008 - December 2009
Morgan Stanley 1998 - 2007
Alex. Brown & Sons 1995 - 1997
Skills
Investor Relations, Strategy, Equities, Hedge Funds, Financial Modeling, Valuation, Asset Management, Emerging Markets, Equity Research, Capital Markets, Financial Analysis, Analytics, Alternative Investments, Paper Industry, conversational French, Business Services, International Relations, Corporate Communications, Financial Reporting, Equity Indices
Education
Georgetown University 1991 — 1995
BS, Foreign Service
Phillips Exeter Academy 1987 — 1991
Lahore American School 1986 — 1991
Lisa Flavin Nieliwocki's Morgan Stanley Experience January 2015 - Present
Job Compliance Information Controls Group at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Joseph TriArtisan LLC May 2009 - November 2011
Morgan Joseph September 2007 - November 2008
Office of the New York State Attorney General 2003 - 2007
Ladas & Parry LLP 2000 - 2002
Holland & Knight LLP 1996 - 2000
Education
Georgetown University
Georgetown University Law Center
Walt Whitman High School
Morgan Stanley January 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Joseph TriArtisan LLC May 2009 - November 2011
Morgan Joseph September 2007 - November 2008
Office of the New York State Attorney General 2003 - 2007
Ladas & Parry LLP 2000 - 2002
Holland & Knight LLP 1996 - 2000
Education
Georgetown University
Georgetown University Law Center
Walt Whitman High School
Dunleavy, Dan's Morgan Stanley Experience September 2008 - March 2010
Job COO/ Account Manager at Atlantis Finance Research
Industry Financial Services
Experience
Atlantis Finance Research March 2014 - Present
DB Capital January 2011 - Present
Morgan Stanley September 2008 - March 2010
RBS Sempra Commodities 2005 - 2008
Shell Trading Gas & Power January 2002 - December 2004
Skills
Commodity, Equities, Energy, Natural Gas, Financial Structuring, Trading, Currency, Management, Renewable Energy, Derivatives, Portfolio Management, Hedging, Commodity Markets, Risk Management, Options, Trading Systems, Financial Modeling, Hedge Funds, Valuation, Asset Management, Energy Markets, Capital Markets, Trading Strategies
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Business Administration and Management, General
Georgetown University 1992 — 1996
Bachelor's degree, Finance
JFK
Atlantis Finance Research March 2014 - Present
DB Capital January 2011 - Present
Morgan Stanley September 2008 - March 2010
RBS Sempra Commodities 2005 - 2008
Shell Trading Gas & Power January 2002 - December 2004
Skills
Commodity, Equities, Energy, Natural Gas, Financial Structuring, Trading, Currency, Management, Renewable Energy, Derivatives, Portfolio Management, Hedging, Commodity Markets, Risk Management, Options, Trading Systems, Financial Modeling, Hedge Funds, Valuation, Asset Management, Energy Markets, Capital Markets, Trading Strategies
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Business Administration and Management, General
Georgetown University 1992 — 1996
Bachelor's degree, Finance
JFK
Parco Cannon's Morgan Stanley Experience March 2001 - October 2002
Job Internal Audit, Corporate Functions, Risk Management & Corporate Treasury
Industry Financial Services
Experience
GE Capital November 2013 - Present
SunTrust Bank January 2013 - November 2013
Federal Reserve Bank of New York July 2010 - January 2013
Freddie Mac September 2006 - July 2010
General Motors Corporation December 2004 - September 2006
Wachovia Securities May 2004 - December 2004
National Futures Association October 2002 - May 2004
Morgan Stanley March 2001 - October 2002
NYSE November 1999 - March 2001
Citi March 1998 - November 1999
Skills
Capital Markets, Risk Management, Credit Risk, Auditing, Internal Controls, Structured Finance, Market Risk, Derivatives, Financial Modeling, Cash Management, Banking Relationships, Equities, Securities, Commercial Paper, Municipal Bonds, Money Market Funds, Operational Risk, Regulatory Examinations, ALM, Treasury, Valuation, Counterparty Risk, Liquidity Risk, Prime Brokerage, Acquisitions, ABS, Bonds, Governance, Real Estate, Mergers, Compliance, Internal Audit, Enterprise Risk...
Education
Georgetown University
Master of Science (M.S.)
Georgia Southern University
Master of Business Administration (MBA)
Pace University
Bachelor of Business Administration (B.B.A.), Economics
GE Capital November 2013 - Present
SunTrust Bank January 2013 - November 2013
Federal Reserve Bank of New York July 2010 - January 2013
Freddie Mac September 2006 - July 2010
General Motors Corporation December 2004 - September 2006
Wachovia Securities May 2004 - December 2004
National Futures Association October 2002 - May 2004
Morgan Stanley March 2001 - October 2002
NYSE November 1999 - March 2001
Citi March 1998 - November 1999
Skills
Capital Markets, Risk Management, Credit Risk, Auditing, Internal Controls, Structured Finance, Market Risk, Derivatives, Financial Modeling, Cash Management, Banking Relationships, Equities, Securities, Commercial Paper, Municipal Bonds, Money Market Funds, Operational Risk, Regulatory Examinations, ALM, Treasury, Valuation, Counterparty Risk, Liquidity Risk, Prime Brokerage, Acquisitions, ABS, Bonds, Governance, Real Estate, Mergers, Compliance, Internal Audit, Enterprise Risk...
Education
Georgetown University
Master of Science (M.S.)
Georgia Southern University
Master of Business Administration (MBA)
Pace University
Bachelor of Business Administration (B.B.A.), Economics
Dan Brennan's Morgan Stanley Experience June 1996 - April 2014
Job Healthcare Analyst
Industry Investment Management
Experience
Columbus Circle Investors April 2014 - Present
Morgan Stanley June 1996 - April 2014
Education
Harvard Business School 1994 — 1996
MBA
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Columbus Circle Investors April 2014 - Present
Morgan Stanley June 1996 - April 2014
Education
Harvard Business School 1994 — 1996
MBA
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Jennifer Karam's Morgan Stanley Experience 2003 - 2005
Job Deputy General Counsel at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2012 - Present
Deustche Bank 2005 - 2012
Morgan Stanley 2003 - 2005
Schulte Roth & Zabel LLP 2001 - 2003
Education
Georgetown University
Bachelor’s Degree, Economics
Villanova University School of Law
Juris Doctor (J.D.)
Lord, Abbett & Co. LLC 2012 - Present
Deustche Bank 2005 - 2012
Morgan Stanley 2003 - 2005
Schulte Roth & Zabel LLP 2001 - 2003
Education
Georgetown University
Bachelor’s Degree, Economics
Villanova University School of Law
Juris Doctor (J.D.)
Elizabeth Dennis's Morgan Stanley Experience August 2001 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2001 - Present
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Financial Modeling, Equity Research, Equities, Emerging Markets, Securities
Education
Georgetown University
kinkaid high school
Morgan Stanley August 2001 - Present
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Financial Modeling, Equity Research, Equities, Emerging Markets, Securities
Education
Georgetown University
kinkaid high school
Eric Lusk's Morgan Stanley Experience 1997 - 2002
Job Wealth Manager at Dow Wealth Management LLC
Industry Financial Services
Experience
Dow Wealth Management LLC October 2014 - Present
Cumberland County Republican Committee 2009 - Present
Harborview Investments November 2002 - September 2014
Morgan Stanley 1997 - 2002
Value Line August 1993 - March 1995
Value Line Publishing, Inc 1993 - 1995
Skills
Investments, Leadership, Securities, Event Planning, Series 7, Retirement, Social Media, Team Building, Public Speaking, Asset Allocation, Equities, Alternative Investments, Disability Insurance, Asset Managment, Customer Service, Mutual Funds, Account Management, Marketing
Education
Georgetown University 1985 — 1988
BA, Economics, CAS 1988
Dow Wealth Management LLC October 2014 - Present
Cumberland County Republican Committee 2009 - Present
Harborview Investments November 2002 - September 2014
Morgan Stanley 1997 - 2002
Value Line August 1993 - March 1995
Value Line Publishing, Inc 1993 - 1995
Skills
Investments, Leadership, Securities, Event Planning, Series 7, Retirement, Social Media, Team Building, Public Speaking, Asset Allocation, Equities, Alternative Investments, Disability Insurance, Asset Managment, Customer Service, Mutual Funds, Account Management, Marketing
Education
Georgetown University 1985 — 1988
BA, Economics, CAS 1988
Elias Mendoza's Morgan Stanley Experience 1997 - 2006
Job VP, Head of Corporate Business Development and M&A at Xerox
Industry Financial Services
Experience
Xerox July 2015 - Present
Siris Capital Group LLC July 2013 - July 2015
Union Square Advisors July 2011 - July 2013
IBM June 2009 - July 2011
IBM February 2006 - June 2009
Morgan Stanley 1997 - 2006
Skills
Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, Corporate Finance, Private Equity, Management, SaaS, Mergers, Venture Capital, Leadership, Investments, Corporate Development, Investment Banking, Capital Markets, Valuation, IT Strategy, Financial Modeling, Management Consulting, Integration, Financial Services, Due Diligence, Team Building, Business Alliances, Business Strategy, Start-ups, Emerging Markets, Competitive Analysis, Business Intelligence, Business Transformation, Product Management
Education
Georgetown University 1993 — 1995
Masters, Business, International Business Diplomacy
Princeton University 1983 — 1987
AB, Applied Economics
Xerox July 2015 - Present
Siris Capital Group LLC July 2013 - July 2015
Union Square Advisors July 2011 - July 2013
IBM June 2009 - July 2011
IBM February 2006 - June 2009
Morgan Stanley 1997 - 2006
Skills
Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, Corporate Finance, Private Equity, Management, SaaS, Mergers, Venture Capital, Leadership, Investments, Corporate Development, Investment Banking, Capital Markets, Valuation, IT Strategy, Financial Modeling, Management Consulting, Integration, Financial Services, Due Diligence, Team Building, Business Alliances, Business Strategy, Start-ups, Emerging Markets, Competitive Analysis, Business Intelligence, Business Transformation, Product Management
Education
Georgetown University 1993 — 1995
Masters, Business, International Business Diplomacy
Princeton University 1983 — 1987
AB, Applied Economics
Emily Notaro's Morgan Stanley Experience 2010 - 2010
Job Fixed Income Client Portfolio Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
JPMorgan Chase March 2011 - September 2012
Morgan Stanley 2010 - 2010
BorrowBike 2008 - 2009
Ounavarra June 2007 - August 2008
Education
Georgetown University 2007 — 2011
english, economics
The Westover School 2003 — 2007
High School
J.P. Morgan September 2012 - Present
JPMorgan Chase March 2011 - September 2012
Morgan Stanley 2010 - 2010
BorrowBike 2008 - 2009
Ounavarra June 2007 - August 2008
Education
Georgetown University 2007 — 2011
english, economics
The Westover School 2003 — 2007
High School
Regina Lawrence Savage's Morgan Stanley Experience August 2009 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2009 - Present
Goldman Sachs 2004 - 2008
The Ridley Group 1998 - 2003
Skills
Investment Banking
Education
Georgetown University 2001 — 2004
MPP, Public Policy
Georgetown University - The McDonough School of Business 2001 — 2004
MBA
The George Washington University 1994 — 1998
BA, International Affairs
Morgan Stanley August 2009 - Present
Goldman Sachs 2004 - 2008
The Ridley Group 1998 - 2003
Skills
Investment Banking
Education
Georgetown University 2001 — 2004
MPP, Public Policy
Georgetown University - The McDonough School of Business 2001 — 2004
MBA
The George Washington University 1994 — 1998
BA, International Affairs
Douglas Midland's Morgan Stanley Experience June 2007 - July 2012
Job Associate at Overseas Private Investment Corporation
Industry Financial Services
Experience
Overseas Private Investment Corporation August 2014 - Present
Strategic Renaissance 21 May 2013 - Present
Emerging Markets Private Equity Association (EMPEA) June 2014 - August 2014
Overseas Private Investment Corporation January 2014 - June 2014
Morgan Stanley June 2007 - July 2012
Skills
Investments, Analysis, Bloomberg Terminal, Economics, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Mutual Funds, Wealth Management, Financial Services, Series 63, Portfolio Management, Sales, Credit Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master's Degree, International Relations and Economics
Georgetown University 2003 — 2007
Bachelor of Arts (BA), Mandarin Chinese and East Asian History
Peking University 2005 — 2006
Mandarin Chinese and International Relations
Overseas Private Investment Corporation August 2014 - Present
Strategic Renaissance 21 May 2013 - Present
Emerging Markets Private Equity Association (EMPEA) June 2014 - August 2014
Overseas Private Investment Corporation January 2014 - June 2014
Morgan Stanley June 2007 - July 2012
Skills
Investments, Analysis, Bloomberg Terminal, Economics, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Mutual Funds, Wealth Management, Financial Services, Series 63, Portfolio Management, Sales, Credit Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master's Degree, International Relations and Economics
Georgetown University 2003 — 2007
Bachelor of Arts (BA), Mandarin Chinese and East Asian History
Peking University 2005 — 2006
Mandarin Chinese and International Relations
Shaida Safai's Morgan Stanley Experience April 2014 - Present
Job Document Negotiator at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley April 2014 - Present
J.P. Morgan October 2013 - March 2014
Superior Court of New Jersey August 2012 - August 2013
Morgan Stanley November 2011 - August 2012
State of New Jersey Office of the Attorney General March 2011 - October 2011
U.S. House of Representatives March 2008 - May 2010
Van Ness Feldman, P.C. 2005 - 2008
Williams & Connolly LLP June 2003 - August 2005
U.S. Senate (HELP Committee) 2002 - 2003
Skills
Legal Research, Legal Writing, Corporate Law, Microsoft Office, Litigation, Employment Law, Mediation, Courts, Appeals, Trials, Research
Education
The Catholic University of America, Columbus School of Law 2006 — 2010
JD, Law
Georgetown University 1999 — 2003
Morgan Stanley April 2014 - Present
J.P. Morgan October 2013 - March 2014
Superior Court of New Jersey August 2012 - August 2013
Morgan Stanley November 2011 - August 2012
State of New Jersey Office of the Attorney General March 2011 - October 2011
U.S. House of Representatives March 2008 - May 2010
Van Ness Feldman, P.C. 2005 - 2008
Williams & Connolly LLP June 2003 - August 2005
U.S. Senate (HELP Committee) 2002 - 2003
Skills
Legal Research, Legal Writing, Corporate Law, Microsoft Office, Litigation, Employment Law, Mediation, Courts, Appeals, Trials, Research
Education
The Catholic University of America, Columbus School of Law 2006 — 2010
JD, Law
Georgetown University 1999 — 2003
Hunter Lloyd's Morgan Stanley Experience June 2007 - August 2007
Job Institutional Macro/ FX Sales
Industry Financial Services
Experience
Commonwealth Bank July 2015 - Present
Dataminr, Inc. July 2014 - Present
Credit Suisse First Boston July 2009 - December 2013
Credit Suisse June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Business Development, Business Strategy, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, New Business Development, Development Strategy, Emerging Markets, Options, Foreign Exchange, FX Options, Trading, Account Management, Strategic Partnerships, Managing Accounts, Sales, Marketing Strategy, Marketing, Integrated Marketing, Strategy, Portfolio Management, Bloomberg, Capital Markets, Structured Products
Education
Georgetown University 2005 — 2009
BSFS, International Economics
Groton School 2001 — 2005
Landon School
Commonwealth Bank July 2015 - Present
Dataminr, Inc. July 2014 - Present
Credit Suisse First Boston July 2009 - December 2013
Credit Suisse June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Business Development, Business Strategy, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, New Business Development, Development Strategy, Emerging Markets, Options, Foreign Exchange, FX Options, Trading, Account Management, Strategic Partnerships, Managing Accounts, Sales, Marketing Strategy, Marketing, Integrated Marketing, Strategy, Portfolio Management, Bloomberg, Capital Markets, Structured Products
Education
Georgetown University 2005 — 2009
BSFS, International Economics
Groton School 2001 — 2005
Landon School
Jennifer McBride's Morgan Stanley Experience 2007 - 2009
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore March 2010 - Present
Neuberger Berman 2009 - March 2010
Morgan Stanley 2007 - 2009
Education
Georgetown University 2003 — 2007
BA, Political Economy
Evercore March 2010 - Present
Neuberger Berman 2009 - March 2010
Morgan Stanley 2007 - 2009
Education
Georgetown University 2003 — 2007
BA, Political Economy
Emily Moriarty's Morgan Stanley Experience ED, Corporate AccessMorgan StanleyMay 2004 - Present
Job ED, Corporate Access at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley ED, Corporate AccessMorgan StanleyMay 2004 - Present
Lehman Brothers May 1998 - July 2003
Education
Georgetown University
Finance
Morgan Stanley ED, Corporate AccessMorgan StanleyMay 2004 - Present
Lehman Brothers May 1998 - July 2003
Education
Georgetown University
Finance
Erik Hodge's Morgan Stanley Experience 2009 - 2009
Job Vice President at The Raine Group
Industry Investment Banking
Experience
The Raine Group September 2010 - Present
Morgan Stanley 2009 - 2009
Nick Wechsler Productions 2004 - 2008
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Georgetown University
Bachelor of Arts (B.A.), English and Economics
The Raine Group September 2010 - Present
Morgan Stanley 2009 - 2009
Nick Wechsler Productions 2004 - 2008
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Georgetown University
Bachelor of Arts (B.A.), English and Economics
Lauren McDermott's Morgan Stanley Experience June 2008 - September 2009
Job Associate Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management November 2012 - Present
StormHarbour Securities September 2009 - October 2012
Morgan Stanley June 2008 - September 2009
Bear Stearns July 2007 - June 2008
Skills
Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Asset Management, Portfolio Management
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS), Finance
Convent of the Sacred Heart
Babson Capital Management November 2012 - Present
StormHarbour Securities September 2009 - October 2012
Morgan Stanley June 2008 - September 2009
Bear Stearns July 2007 - June 2008
Skills
Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Asset Management, Portfolio Management
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS), Finance
Convent of the Sacred Heart
Keith Hennessey's Morgan Stanley Experience 1994 - 2004
Job Head of PublicPrivate Partnerships, Bechtel Infrastructure
Industry Financial Services
Experience
Bechtel Infrastructure June 2015 - Present
Bechtel Infrastructure Corporation October 2014 - June 2015
Bechtel Group Inc. September 2013 - October 2014
Bechtel Power Corporation March 2012 - September 2013
Bank of America Merrill Lynch April 2004 - March 2012
Banc of America Securities 2004 - December 2008
Morgan Stanley 1994 - 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Bloomberg, Derivatives, Financial Structuring, Structured Finance, Risk Management, Finance, Portfolio Management, Equities, Corporate Development, M&A experience, Management, Emerging Markets, Securities
Education
Harvard Business School 1989 — 1991
MBA, General Management
Georgetown University 1983 — 1987
B.S., Finance & Philosophy, Magna cum Laude
Bechtel Infrastructure June 2015 - Present
Bechtel Infrastructure Corporation October 2014 - June 2015
Bechtel Group Inc. September 2013 - October 2014
Bechtel Power Corporation March 2012 - September 2013
Bank of America Merrill Lynch April 2004 - March 2012
Banc of America Securities 2004 - December 2008
Morgan Stanley 1994 - 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Bloomberg, Derivatives, Financial Structuring, Structured Finance, Risk Management, Finance, Portfolio Management, Equities, Corporate Development, M&A experience, Management, Emerging Markets, Securities
Education
Harvard Business School 1989 — 1991
MBA, General Management
Georgetown University 1983 — 1987
B.S., Finance & Philosophy, Magna cum Laude
Kimmie Lipscomb's Morgan Stanley Experience August 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
United Against Nuclear Iran (UANI) July 2009 - March 2011
John McCain 2008 April 2008 - November 2008
The White House August 2007 - April 2008
The White House October 2006 - August 2007
U.S. Department of Interior 2004 - 2006
Skills
Politics, Strategic Communications, Political Campaigns, Public Policy, Crisis Communications, Media Relations, Coalitions, Speech Writing, Message Development, Public Affairs, Grassroots Organizing, Legislative Relations
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Georgetown University 2001 — 2005
BS, International Politics
February 2004 July 2004 Universidad de Salamanca 2004 — 2004
Morgan Stanley August 2012 - Present
United Against Nuclear Iran (UANI) July 2009 - March 2011
John McCain 2008 April 2008 - November 2008
The White House August 2007 - April 2008
The White House October 2006 - August 2007
U.S. Department of Interior 2004 - 2006
Skills
Politics, Strategic Communications, Political Campaigns, Public Policy, Crisis Communications, Media Relations, Coalitions, Speech Writing, Message Development, Public Affairs, Grassroots Organizing, Legislative Relations
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Georgetown University 2001 — 2005
BS, International Politics
February 2004 July 2004 Universidad de Salamanca 2004 — 2004
David J. Murphy's Morgan Stanley Experience September 1984 - June 2005
Job OppCAP Group
Industry Financial Services
Experience
OppCAP Group January 2015 - Present
Ovid Capital Advisors September 2012 - December 2014
GLG Ore Hill Partners July 2007 - March 2012
Hunthill Capital June 2005 - June 2007
Morgan Stanley September 1984 - June 2005
Warburg Paribas Becker January 1980 - August 1984
Skills
Alternative Investments, Credit, Private Equity, Hedge Funds, Derivatives, Financial Structuring, Bonds
Education
Georgetown University
Bachelor of Arts (B.A.), Economics
OppCAP Group January 2015 - Present
Ovid Capital Advisors September 2012 - December 2014
GLG Ore Hill Partners July 2007 - March 2012
Hunthill Capital June 2005 - June 2007
Morgan Stanley September 1984 - June 2005
Warburg Paribas Becker January 1980 - August 1984
Skills
Alternative Investments, Credit, Private Equity, Hedge Funds, Derivatives, Financial Structuring, Bonds
Education
Georgetown University
Bachelor of Arts (B.A.), Economics
Sapna Vir's Morgan Stanley Experience August 2005 - July 2007
Job Portfolio Analyst at New Holland Capital
Industry Investment Management
Experience
New Holland Capital July 2014 - Present
Napier Park Global Capital (fka Citi Capital Advisors) August 2009 - June 2014
Morgan Stanley August 2005 - July 2007
Marsh & McLennan Companies, Inc. July 2003 - July 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Georgetown University 1999 — 2003
BSBA
New Holland Capital July 2014 - Present
Napier Park Global Capital (fka Citi Capital Advisors) August 2009 - June 2014
Morgan Stanley August 2005 - July 2007
Marsh & McLennan Companies, Inc. July 2003 - July 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Georgetown University 1999 — 2003
BSBA
Pamela Mitchell's Morgan Stanley Experience 2002 - 2004
Job Regional Financial Manager at Newland Real Estate
Industry Real Estate
Experience
Newland Real Estate Group 2007 - Present
Royce Builders 2004 - 2007
Morgan Stanley 2002 - 2004
SFX Entertainment/PACE Entertainment 1996 - 1999
Price Waterhouse 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Mergers, Accounting, Capital Markets, Corporate Finance, Investments, Budgets, Strategic Planning, Equities, Financial Reporting, Portfolio Management, Negotiation, Private Equity, Microsoft Excel, Corporate Development
Education
The University of Chicago 1999 — 2001
MBA, Finance & Entrepreneurship
Georgetown University 1990 — 1994
BS/BA, Business
Kinkaid
Kinkaid
Newland Real Estate Group 2007 - Present
Royce Builders 2004 - 2007
Morgan Stanley 2002 - 2004
SFX Entertainment/PACE Entertainment 1996 - 1999
Price Waterhouse 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Mergers, Accounting, Capital Markets, Corporate Finance, Investments, Budgets, Strategic Planning, Equities, Financial Reporting, Portfolio Management, Negotiation, Private Equity, Microsoft Excel, Corporate Development
Education
The University of Chicago 1999 — 2001
MBA, Finance & Entrepreneurship
Georgetown University 1990 — 1994
BS/BA, Business
Kinkaid
Kinkaid
Kevin Graver's Morgan Stanley Experience June 2012 - July 2014
Job Junior Analyst at Viking Global Investors
Industry Financial Services
Experience
Viking Global Investors August 2014 - Present
Morgan Stanley June 2012 - July 2014
Georgetown University Student Investment Fund December 2010 - November 2011
Perella Weinberg Partners June 2011 - August 2011
Georgetown Stock Pitch Conference Committee August 2009 - April 2011
Hadley Capital May 2010 - August 2010
Marlin Capital May 2009 - August 2009
Marlin Capital May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, Accounting
New Trier High School 2004 — 2008
High School Diploma
Georgetown University
Viking Global Investors August 2014 - Present
Morgan Stanley June 2012 - July 2014
Georgetown University Student Investment Fund December 2010 - November 2011
Perella Weinberg Partners June 2011 - August 2011
Georgetown Stock Pitch Conference Committee August 2009 - April 2011
Hadley Capital May 2010 - August 2010
Marlin Capital May 2009 - August 2009
Marlin Capital May 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, Accounting
New Trier High School 2004 — 2008
High School Diploma
Georgetown University
Molly Breen's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Barclays July 2011 - July 2014
Education
Georgetown University 2007 — 2011
Morgan Stanley August 2014 - Present
Barclays July 2011 - July 2014
Education
Georgetown University 2007 — 2011
Sari Tower's Morgan Stanley Experience 1996 - 1998
Job VP Business Development at Context Matters Inc.
Industry Management Consulting
Experience
Context Matters Inc. 2010 - Present
Tower Advisors LLC November 2008 - Present
Pfizer 2007 - 2008
Pfizer 2002 - 2007
The Blackstone Group 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Strategy, Mergers & Acquisitions, Business Development, Leadership, Financial Analysis, Analysis, Private Equity, Marketing Strategy, Portfolio Management, Product Development, New Business Development, Pharmaceutical Industry, Investment Banking, Finance, Strategic Consulting
Education
Harvard Business School 2000 — 2002
MBA
Georgetown University 1992 — 1996
BA, Economics and Government
Context Matters Inc. 2010 - Present
Tower Advisors LLC November 2008 - Present
Pfizer 2007 - 2008
Pfizer 2002 - 2007
The Blackstone Group 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Strategy, Mergers & Acquisitions, Business Development, Leadership, Financial Analysis, Analysis, Private Equity, Marketing Strategy, Portfolio Management, Product Development, New Business Development, Pharmaceutical Industry, Investment Banking, Finance, Strategic Consulting
Education
Harvard Business School 2000 — 2002
MBA
Georgetown University 1992 — 1996
BA, Economics and Government
Patricio Contreras's Morgan Stanley Experience October 2010 - Present
Job Executive Director, Head of Economic Capital Methodology (Market and Credit Risk) at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Office of the Comptroller of the Currency May 2006 - October 2010
Organization of American States August 2000 - April 2006
Education
Georgetown University
MA, Economics
University of Cambridge
PhD, Risk Measurement
University of Cambridge
MPhil, Finance
Morgan Stanley October 2010 - Present
Office of the Comptroller of the Currency May 2006 - October 2010
Organization of American States August 2000 - April 2006
Education
Georgetown University
MA, Economics
University of Cambridge
PhD, Risk Measurement
University of Cambridge
MPhil, Finance
Shelley Singh's Morgan Stanley Experience July 2011 - October 2012
Job Director, Strategy and M&A at AIG
Industry Financial Services
Kathy Deacon's Morgan Stanley Experience February 2006 - Present
Job Managing Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Lehman Brothers July 2000 - February 2006
Skills
Series 7, Talent Management, Hedge Funds, Executive Pay, Deferred Compensation, Succession Planning, Fixed Income, Employee Benefits, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BA, Psychology
Visitation
Morgan Stanley February 2006 - Present
Lehman Brothers July 2000 - February 2006
Skills
Series 7, Talent Management, Hedge Funds, Executive Pay, Deferred Compensation, Succession Planning, Fixed Income, Employee Benefits, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BA, Psychology
Visitation
Sean Maher's Morgan Stanley Experience May 2006 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Lehman Brothers March 2005 - May 2006
Morgan Stanley April 1998 - February 2005
Thomson Financial 1996 - 1998
Skills
Equity Derivatives, Derivatives, Series 7, Options, Structured Products
Education
Georgetown University 1991 — 1995
BA
Summit High School 1987 — 1991
Morgan Stanley May 2006 - Present
Lehman Brothers March 2005 - May 2006
Morgan Stanley April 1998 - February 2005
Thomson Financial 1996 - 1998
Skills
Equity Derivatives, Derivatives, Series 7, Options, Structured Products
Education
Georgetown University 1991 — 1995
BA
Summit High School 1987 — 1991
Paul Leming's Morgan Stanley Experience March 1987 - May 1991
Job Analyst at Water Street Capital
Industry Financial Services
Experience
Water Street Capital March 2012 - Present
Ticonderoga Securities LLC June 2011 - January 2012
Soleil Securities June 2004 - May 2011
ING Barings/ABN Amro June 1998 - April 2002
Deutsche Bank June 1994 - June 1998
Morgan Stanley March 1987 - May 1991
Kidder Peabody April 1983 - March 1987
Education
Georgetown University 1973 — 1975
Bachelor of Science (B.S.), Business Administration - Finance
Water Street Capital March 2012 - Present
Ticonderoga Securities LLC June 2011 - January 2012
Soleil Securities June 2004 - May 2011
ING Barings/ABN Amro June 1998 - April 2002
Deutsche Bank June 1994 - June 1998
Morgan Stanley March 1987 - May 1991
Kidder Peabody April 1983 - March 1987
Education
Georgetown University 1973 — 1975
Bachelor of Science (B.S.), Business Administration - Finance
Kristin Eddy's Morgan Stanley Experience March 2000 - November 2002
Job Supervisory Analyst
Industry Financial Services
Experience
Keefe, Bruyette & Woods September 2008 - June 2013
Lehman Brothers August 2003 - September 2008
Morgan Stanley March 2000 - November 2002
Micronomics, Inc. August 1997 - February 2000
Skills
Equities, Equity Research, Capital Markets, Hedge Funds, Emerging Markets, Bloomberg, Series 7, Fixed Income, Investment Banking, Valuation, Start-ups
Education
Georgetown University 1993 — 1997
BA, Economics
Keefe, Bruyette & Woods September 2008 - June 2013
Lehman Brothers August 2003 - September 2008
Morgan Stanley March 2000 - November 2002
Micronomics, Inc. August 1997 - February 2000
Skills
Equities, Equity Research, Capital Markets, Hedge Funds, Emerging Markets, Bloomberg, Series 7, Fixed Income, Investment Banking, Valuation, Start-ups
Education
Georgetown University 1993 — 1997
BA, Economics
Geoffrey Fitzgerald's Morgan Stanley Experience 2000 - 2003
Job Head of Business Development at Longbow Capital Partners LP
Industry Financial Services
Experience
Longbow Capital Partners LP May 2013 - Present
Bracken Capital LLC 2008 - Present
LAMCO LLC January 2009 - July 2012
Lehman Brothers 2003 - 2007
Morgan Stanley 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Special Situations, Capital Markets, Alternative Investments, Structured Products, Derivatives, Fixed Income, Debt, Swaps, Asset Management, Trading, Hedging, Restructuring, Risk Management, Asset Managment, Hedge Funds, Equities, Investment Banking, Securities, Structured Finance, Financial Structuring, Financial Risk
Education
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), American Studies & Economics
Longbow Capital Partners LP May 2013 - Present
Bracken Capital LLC 2008 - Present
LAMCO LLC January 2009 - July 2012
Lehman Brothers 2003 - 2007
Morgan Stanley 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Special Situations, Capital Markets, Alternative Investments, Structured Products, Derivatives, Fixed Income, Debt, Swaps, Asset Management, Trading, Hedging, Restructuring, Risk Management, Asset Managment, Hedge Funds, Equities, Investment Banking, Securities, Structured Finance, Financial Structuring, Financial Risk
Education
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), American Studies & Economics
Laurel Martin's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
UBS Investment Bank June 2012 - August 2012
Cotton Council International October 2007 - August 2011
Sightline Marketing February 2006 - September 2007
Skills
Financial Modeling, Market Research, Valuation, Strategy, Competitive Analysis, Business Strategy, Financial Analysis, Corporate Finance, Data Analysis, Analytics, Due Diligence, Business Development, Finance, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
Georgetown University 2002 — 2006
BS, Foreign Service
Universidad San Francisco de Quito 2001 — 2002
Independent Year Abroad, Spanish
Miss Porter's School 1997 — 2001
High School Diploma
Morgan Stanley August 2013 - Present
UBS Investment Bank June 2012 - August 2012
Cotton Council International October 2007 - August 2011
Sightline Marketing February 2006 - September 2007
Skills
Financial Modeling, Market Research, Valuation, Strategy, Competitive Analysis, Business Strategy, Financial Analysis, Corporate Finance, Data Analysis, Analytics, Due Diligence, Business Development, Finance, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
Georgetown University 2002 — 2006
BS, Foreign Service
Universidad San Francisco de Quito 2001 — 2002
Independent Year Abroad, Spanish
Miss Porter's School 1997 — 2001
High School Diploma
Dr. Margit Hraschek's Morgan Stanley Experience 2000 - 2002
Job Head International and Central Bank Sales, Fixed Income at Erste Group Bank AG
Industry Banking
Experience
Erste Group Bank AG July 2013 - Present
Erste Group Bank AG December 2009 - June 2013
Credit Agricole 2007 - 2009
UniCredit Bank Austria AG 2005 - 2007
Credit Suisse 2004 - 2005
Morgan Stanley 2000 - 2002
Education
Universität Wien
Doktorat, Finanzwirtschaft
Georgetown University
Finance, General
Erste Group Bank AG July 2013 - Present
Erste Group Bank AG December 2009 - June 2013
Credit Agricole 2007 - 2009
UniCredit Bank Austria AG 2005 - 2007
Credit Suisse 2004 - 2005
Morgan Stanley 2000 - 2002
Education
Universität Wien
Doktorat, Finanzwirtschaft
Georgetown University
Finance, General
Paul Brudnick's Morgan Stanley Experience May 2013 - Present
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2013 - Present
Columbia University September 2011 - May 2013
Clinton Health Access Initiative June 2012 - August 2012
MITX March 2010 - June 2010
Education
Columbia University in the City of New York, Columbia College 2011 — 2014
Bachelor of Arts, Economics and Political Science
Georgetown University 2010 — 2011
School of Foreign Service
National Taiwan Normal University
Buckingham Browne & Nichols School 2006 — 2010
St. Stephen's School 2009 — 2009
Morgan Stanley May 2013 - Present
Columbia University September 2011 - May 2013
Clinton Health Access Initiative June 2012 - August 2012
MITX March 2010 - June 2010
Education
Columbia University in the City of New York, Columbia College 2011 — 2014
Bachelor of Arts, Economics and Political Science
Georgetown University 2010 — 2011
School of Foreign Service
National Taiwan Normal University
Buckingham Browne & Nichols School 2006 — 2010
St. Stephen's School 2009 — 2009
Jeffrey Hogan's Morgan Stanley Experience April 1996 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 1996 - Present
Skills
Asset Management, Securities, Bloomberg, Corporate Finance, Equity Capital Markets, Risk Management, Mergers, IPO, Credit Risk, M&A experience, Due Diligence, Financial Modeling, Financial Analysis, Venture Capital, Mergers & Acquisitions, Leveraged Finance, Capital Raising, Emerging Markets, Corporate Development, Investment Banking
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA)
Georgetown University 1982 — 1986
B.S.F.S.
Morgan Stanley April 1996 - Present
Skills
Asset Management, Securities, Bloomberg, Corporate Finance, Equity Capital Markets, Risk Management, Mergers, IPO, Credit Risk, M&A experience, Due Diligence, Financial Modeling, Financial Analysis, Venture Capital, Mergers & Acquisitions, Leveraged Finance, Capital Raising, Emerging Markets, Corporate Development, Investment Banking
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA)
Georgetown University 1982 — 1986
B.S.F.S.
Julienne Niemiera's Morgan Stanley Experience July 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Education
Georgetown University 2008 — 2011
BA, Economics, French
Morgan Stanley July 2015 - Present
Education
Georgetown University 2008 — 2011
BA, Economics, French
Franklin Jarman's Morgan Stanley Experience March 2000 - March 2006
Job High Yield Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs March 2006 - Present
Morgan Stanley March 2000 - March 2006
Education
Georgetown University 1995 — 1999
Bachelor of Arts (B.A.), Classics
Goldman Sachs March 2006 - Present
Morgan Stanley March 2000 - March 2006
Education
Georgetown University 1995 — 1999
Bachelor of Arts (B.A.), Classics
Henry Tembon's Morgan Stanley Experience April 2011 - August 2011
Job
Industry Investment Banking
Experience
Headwaters MB August 2011 - May 2012
Morgan Stanley April 2011 - August 2011
Education
Georgetown University
Bachelor of Arts (B.A.)
Headwaters MB August 2011 - May 2012
Morgan Stanley April 2011 - August 2011
Education
Georgetown University
Bachelor of Arts (B.A.)
Scott Seok Yoon's Morgan Stanley Experience June 2009 - August 2009
Job
Industry Import and Export
Experience
ISECommerce October 2010 - July 2012
Littleton Joyce Ughetta Park & Kelly LLP September 2009 - October 2010
Morgan Stanley June 2009 - August 2009
Education
Georgetown University 2005 — 2009
BS
ISECommerce October 2010 - July 2012
Littleton Joyce Ughetta Park & Kelly LLP September 2009 - October 2010
Morgan Stanley June 2009 - August 2009
Education
Georgetown University 2005 — 2009
BS
Jennifer Lemond's Morgan Stanley Experience September 1996 - September 1997
Job Senior Finance Director Consumer North America Baby & Beauty Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson March 2014 - Present
Johnson & Johnson August 2010 - March 2014
Johnson & Johnson August 2007 - August 2010
Johnson & Johnson September 1997 - August 2007
Morgan Stanley September 1996 - September 1997
Ernst & Young July 1994 - September 1996
Skills
Process Excellence..., CPA
Education
Georgetown University 1990 — 1994
Bachelor of Science (BS), Accounting
Johnson & Johnson March 2014 - Present
Johnson & Johnson August 2010 - March 2014
Johnson & Johnson August 2007 - August 2010
Johnson & Johnson September 1997 - August 2007
Morgan Stanley September 1996 - September 1997
Ernst & Young July 1994 - September 1996
Skills
Process Excellence..., CPA
Education
Georgetown University 1990 — 1994
Bachelor of Science (BS), Accounting
Henry Fernandez's Morgan Stanley Experience May 1983 - May 2009
Job CEO at MSCI Inc
Industry Financial Services
Experience
MSCI Inc. February 1996 - Present
Morgan Stanley May 1983 - May 2009
HispaniMedia LP 1993 - 1994
Ferco Partners, Inc. 1991 - 1993
Embassy of Nicaragua 1976 - 1979
Education
Stanford University Graduate School of Business 1981 — 1983
Master of Business Administration (M.B.A.)
Princeton University 1979 — 1981
Doctoral studies, Economics
Georgetown University 1975 — 1979
Bachelor of Arts (B.A.), Economics
MSCI Inc. February 1996 - Present
Morgan Stanley May 1983 - May 2009
HispaniMedia LP 1993 - 1994
Ferco Partners, Inc. 1991 - 1993
Embassy of Nicaragua 1976 - 1979
Education
Stanford University Graduate School of Business 1981 — 1983
Master of Business Administration (M.B.A.)
Princeton University 1979 — 1981
Doctoral studies, Economics
Georgetown University 1975 — 1979
Bachelor of Arts (B.A.), Economics
Laura Cressman's Morgan Stanley Experience 1992 - 1995
Job Executive Director of Planning & Analysis, Chase Commerce Solutions at JPMorgan Chase & Co.
Industry Financial Services
Experience
Chase Commerce Solutions at JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase & Co. June 2013 - December 2014
JPMorgan Chase & Co. January 2008 - June 2013
JPMorgan Chase & Co. 2007 - 2008
JPMorgan Chase & Co. 2003 - 2006
Citi 2000 - 2003
Citi 1995 - 2000
Morgan Stanley 1992 - 1995
Skills
P&L Financial Management, Financial Analysis, Expense Management, M&A evaluation, Planning Budgeting &..., Risk Management, Business Development, P&L Management, Analysis, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Credit Cards, Strategic Planning
Education
Georgetown University 1988 — 1992
Bachelor’s Degree, Finance and International Management
Chase Commerce Solutions at JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase & Co. June 2013 - December 2014
JPMorgan Chase & Co. January 2008 - June 2013
JPMorgan Chase & Co. 2007 - 2008
JPMorgan Chase & Co. 2003 - 2006
Citi 2000 - 2003
Citi 1995 - 2000
Morgan Stanley 1992 - 1995
Skills
P&L Financial Management, Financial Analysis, Expense Management, M&A evaluation, Planning Budgeting &..., Risk Management, Business Development, P&L Management, Analysis, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Credit Cards, Strategic Planning
Education
Georgetown University 1988 — 1992
Bachelor’s Degree, Finance and International Management
Micah Zajic's Morgan Stanley Experience August 2006 - March 2010
Job Senior Director, Corporate Strategy at Alexion Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Alexion Pharmaceuticals, Inc. September 2014 - Present
Morgan Stanley Investment Management June 2010 - August 2014
Morgan Stanley August 2006 - March 2010
Morgan Stanley August 2004 - August 2006
Hemming Morse LLP July 2003 - August 2004
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Valuation, Asset Management
Education
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Alexion Pharmaceuticals, Inc. September 2014 - Present
Morgan Stanley Investment Management June 2010 - August 2014
Morgan Stanley August 2006 - March 2010
Morgan Stanley August 2004 - August 2006
Hemming Morse LLP July 2003 - August 2004
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Valuation, Asset Management
Education
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Michael Grubert's Morgan Stanley Experience 1996 - 2008
Job Associate Director of Research and US Equity Product Manager at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2011 - Present
Frontpoint Partners 2009 - 2011
Morgan Stanley 1996 - 2008
Skills
Equity Research, Capital Markets, Securities, Valuation, Equities, Bloomberg, Hedge Funds, Financial Modeling, Series 7, Investment Banking, Series 24, Equity Trading
Education
Georgetown University 1988 — 1992
Bachelor of Arts (BA), English and History
St. John's University School of Law
Doctor of Law (J.D.)
RBC Capital Markets 2011 - Present
Frontpoint Partners 2009 - 2011
Morgan Stanley 1996 - 2008
Skills
Equity Research, Capital Markets, Securities, Valuation, Equities, Bloomberg, Hedge Funds, Financial Modeling, Series 7, Investment Banking, Series 24, Equity Trading
Education
Georgetown University 1988 — 1992
Bachelor of Arts (BA), English and History
St. John's University School of Law
Doctor of Law (J.D.)
James Mangan's Morgan Stanley Experience January 2012 - Present
Job Managing Director & Head of U.S. Litigation at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley November 2010 - December 2011
Morgan Stanley January 2008 - October 2010
Morgan Stanley June 2001 - December 2007
Cravath, Swaine & Moore LLP September 1997 - June 2001
U.S. Court of Appeals February 1996 - September 1997
Skills
Securities Litigation, Securities Regulation, Litigation, General Corporate..., Civil Litigation, Commercial Litigation, Litigation Management, Internal Investigations
Education
Georgetown University Law Center 1992 — 1995
JD, Magna Cum Laude
Georgetown University 1988 — 1992
AB, History, Summa Cum Laude
Morgan Stanley January 2012 - Present
Morgan Stanley November 2010 - December 2011
Morgan Stanley January 2008 - October 2010
Morgan Stanley June 2001 - December 2007
Cravath, Swaine & Moore LLP September 1997 - June 2001
U.S. Court of Appeals February 1996 - September 1997
Skills
Securities Litigation, Securities Regulation, Litigation, General Corporate..., Civil Litigation, Commercial Litigation, Litigation Management, Internal Investigations
Education
Georgetown University Law Center 1992 — 1995
JD, Magna Cum Laude
Georgetown University 1988 — 1992
AB, History, Summa Cum Laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS