Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Anna Khan Anna Khan's Morgan Stanley Experience June 2009 - August 2009
Job Founder & CEO at Launch X / MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Launch X May 2015 - Present
World Economic Forum January 2015 - Present
B5M October 2014 - January 2015
Bessemer Venture Partners February 2012 - June 2014
4INFO August 2010 - December 2011
Morgan Stanley June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Stanford University 2006 — 2010
B.A. Honors
Launch X May 2015 - Present
World Economic Forum January 2015 - Present
B5M October 2014 - January 2015
Bessemer Venture Partners February 2012 - June 2014
4INFO August 2010 - December 2011
Morgan Stanley June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Stanford University 2006 — 2010
B.A. Honors
Battushig B. Battushig B.'s Morgan Stanley Experience 2009 - 2011
Job Harvard MBA candidate
Industry
Experience
Morgan Stanley 2009 - 2011
Skills
Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Valuation
Education
University of Chicago 2005 — 2009
Bachelor's degree, Economics
Harvard Business School
Morgan Stanley 2009 - 2011
Skills
Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Valuation
Education
University of Chicago 2005 — 2009
Bachelor's degree, Economics
Harvard Business School
Gaurav Ahluwalia's Morgan Stanley Experience July 2004 - July 2007
Job Principal
Industry Financial Services
Experience
KKR July 2011 - Present
Texas Pacific Group July 2007 - July 2009
Morgan Stanley July 2004 - July 2007
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Corporate Finance, Due Diligence, Hedge Funds, Venture Capital, Financial Analysis, Equities, Emerging Markets, Investments, Entrepreneurship, Mergers & Acquisitions, Restructuring, LBO, Strategy, Business Valuation, Portfolio Management
Education
Harvard Business School 2009 — 2011
MBA
KKR July 2011 - Present
Texas Pacific Group July 2007 - July 2009
Morgan Stanley July 2004 - July 2007
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Corporate Finance, Due Diligence, Hedge Funds, Venture Capital, Financial Analysis, Equities, Emerging Markets, Investments, Entrepreneurship, Mergers & Acquisitions, Restructuring, LBO, Strategy, Business Valuation, Portfolio Management
Education
Harvard Business School 2009 — 2011
MBA
Carla Harris's Morgan Stanley Experience Responsible for creating greater revenue generation through client connectivity and client penetration$
Job Vice Chairman and Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Responsible for creating greater revenue generation through client connectivity and client penetration$
Skills
Capital Markets, Mergers & Acquisitions, Finance, Strategic Financial..., Published Author, recording artist, Public Speaking, Investment Banking, Leadership, Motivational Speaking, Writing, Mentoring, Securities, Hedge Funds, Fixed Income
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1980 — 1984
A.B., Magna Cum Laude, Economics
Morgan Stanley Responsible for creating greater revenue generation through client connectivity and client penetration$
Skills
Capital Markets, Mergers & Acquisitions, Finance, Strategic Financial..., Published Author, recording artist, Public Speaking, Investment Banking, Leadership, Motivational Speaking, Writing, Mentoring, Securities, Hedge Funds, Fixed Income
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1980 — 1984
A.B., Magna Cum Laude, Economics
Adam Demuyakor's Morgan Stanley Experience June 2011 - July 2013
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Harvard Business School August 2015 - Present
The Carlyle Group August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity
Education
Harvard Business School 2015 — 2017
Harvard University 2007 — 2011
Bachelor of Arts (BA), Sociology / Economics
Harvard Business School August 2015 - Present
The Carlyle Group August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity
Education
Harvard Business School 2015 — 2017
Harvard University 2007 — 2011
Bachelor of Arts (BA), Sociology / Economics
Christopher Steffens Christopher Steffens's Morgan Stanley Experience October 2012 - August 2013
Job DC Steffens Capital Group
Industry Venture Capital & Private Equity
Experience
D.C. Steffens Capital Group March 2009 - Present
Morgan Stanley October 2012 - August 2013
Self-Realization Fellowship Boy's Youth Program June 2008 - June 2011
Skills
Research, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Yoga, Meditation, Art History, English, Nutrition, Wealth Management, Private Equity, Appraisals, Advertising, Music, Photography, Marketing, Mac, Financial Analysis, Photoshop, Event Planning, Editing, Microsoft Word
Education
Harvard Business School
Sewanee-The University of the South
Bachelor of Arts (B.A.), English and Art History
The Masters School
University of Oxford
D.C. Steffens Capital Group March 2009 - Present
Morgan Stanley October 2012 - August 2013
Self-Realization Fellowship Boy's Youth Program June 2008 - June 2011
Skills
Research, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Yoga, Meditation, Art History, English, Nutrition, Wealth Management, Private Equity, Appraisals, Advertising, Music, Photography, Marketing, Mac, Financial Analysis, Photoshop, Event Planning, Editing, Microsoft Word
Education
Harvard Business School
Sewanee-The University of the South
Bachelor of Arts (B.A.), English and Art History
The Masters School
University of Oxford
Eric Pachman's Morgan Stanley Experience July 2008 - November 2009
Job Director Network Modeling
Industry Transportation/Trucking/Railroad
Experience
CSX February 2014 - Present
CSX Transportation February 2013 - February 2014
CSX Transportation December 2011 - January 2013
Korsant Partners October 2009 - December 2011
Morgan Stanley July 2008 - November 2009
Morgan Stanley May 2007 - August 2007
ExxonMobil January 2002 - June 2006
Dow Chemical January 2000 - August 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Strategy, Competitive Analysis, Strategic Planning, Transportation, Analysis, Equity Research, Financial Planning, Budgets, Mergers & Acquisitions, Strategic Financial...
Education
Harvard Business School 2006 — 2008
MBA, Business
University of Florida 1997 — 2001
BS, Chemical Engineering
CSX February 2014 - Present
CSX Transportation February 2013 - February 2014
CSX Transportation December 2011 - January 2013
Korsant Partners October 2009 - December 2011
Morgan Stanley July 2008 - November 2009
Morgan Stanley May 2007 - August 2007
ExxonMobil January 2002 - June 2006
Dow Chemical January 2000 - August 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Strategy, Competitive Analysis, Strategic Planning, Transportation, Analysis, Equity Research, Financial Planning, Budgets, Mergers & Acquisitions, Strategic Financial...
Education
Harvard Business School 2006 — 2008
MBA, Business
University of Florida 1997 — 2001
BS, Chemical Engineering
Gulum Williams's Morgan Stanley Experience September 1992 - August 1995
Job Global Manager, Industrial Goods Practice Area at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group April 2013 - Present
The Boston Consulting Group January 2010 - March 2013
The Boston Consulting Group January 2009 - December 2009
The Boston Consulting Group September 1997 - December 2006
Morgan Stanley September 1992 - August 1995
Skills
Change Management, Organizational Design, Operational Efficiency, Human Resource..., Talent Management, Finance, Recruiting, Consulting, Corporate Development, Business Development, Due Diligence, Organizational..., Strategic Planning, Management
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Macalester College 1989 — 1992
Bachelor of Arts (B.A.), summa cum laude, Economics and International Studies
Uskudar American Academy
The Boston Consulting Group April 2013 - Present
The Boston Consulting Group January 2010 - March 2013
The Boston Consulting Group January 2009 - December 2009
The Boston Consulting Group September 1997 - December 2006
Morgan Stanley September 1992 - August 1995
Skills
Change Management, Organizational Design, Operational Efficiency, Human Resource..., Talent Management, Finance, Recruiting, Consulting, Corporate Development, Business Development, Due Diligence, Organizational..., Strategic Planning, Management
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Macalester College 1989 — 1992
Bachelor of Arts (B.A.), summa cum laude, Economics and International Studies
Uskudar American Academy
Carlos Valiente Carlos Valiente's Morgan Stanley Experience May 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
USC Rossier School of Education May 2015 - August 2015
Skills
Microsoft Excel, Public Speaking, PowerPoint, Social Media, Leadership, Research, Microsoft Office
Education
University of Southern California - Marshall School of Business 2013 — 2016
Bachelor of Science (B.S.), Business Administration
Harvard Business School 2015 — 2015
Certificate, HBS Summer Venture in Management Program Participant
UCLA Anderson School of Management 2014 — 2014
Certificate, UCLA Anderson, Riordan Programs College to Career Fellow
University of Southern California 2013 — 2014
Certificate, First Generation College Student Mentor Program
Morgan Stanley May 2015 - Present
USC Rossier School of Education May 2015 - August 2015
Skills
Microsoft Excel, Public Speaking, PowerPoint, Social Media, Leadership, Research, Microsoft Office
Education
University of Southern California - Marshall School of Business 2013 — 2016
Bachelor of Science (B.S.), Business Administration
Harvard Business School 2015 — 2015
Certificate, HBS Summer Venture in Management Program Participant
UCLA Anderson School of Management 2014 — 2014
Certificate, UCLA Anderson, Riordan Programs College to Career Fellow
University of Southern California 2013 — 2014
Certificate, First Generation College Student Mentor Program
Alan Jones's Morgan Stanley Experience January 2007 - Present
Job Head of Global Private Equity at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2007 - Present
Morgan Stanley 2005 - 2006
Morgan Stanley 2002 - 2005
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2001
Morgan Stanley 1997 - 2000
Morgan Stanley 1993 - 1997
First Boston Corporation 1987 - 1993
The Boston Consulting Group June 1986 - September 1986
First Boston Corporation 1983 - 1985
Skills
Private Equity, Investment Banking, Nonprofits, Leveraged Finance, Capital Markets, Corporate Finance, Strategy, Finance, Mergers & Acquisitions, Venture Capital, Corporate Development, IPO, Capital, Financial Markets, Economics, Leadership, Due Diligence, Management, Business Strategy, Investments, Valuation, Asset Management, Alternative Investments, Portfolio Management, Equities, Fixed Income, Financial Risk, Strategic Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Harvard University 1979 — 1983
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Morgan Stanley January 2007 - Present
Morgan Stanley 2005 - 2006
Morgan Stanley 2002 - 2005
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2001
Morgan Stanley 1997 - 2000
Morgan Stanley 1993 - 1997
First Boston Corporation 1987 - 1993
The Boston Consulting Group June 1986 - September 1986
First Boston Corporation 1983 - 1985
Skills
Private Equity, Investment Banking, Nonprofits, Leveraged Finance, Capital Markets, Corporate Finance, Strategy, Finance, Mergers & Acquisitions, Venture Capital, Corporate Development, IPO, Capital, Financial Markets, Economics, Leadership, Due Diligence, Management, Business Strategy, Investments, Valuation, Asset Management, Alternative Investments, Portfolio Management, Equities, Fixed Income, Financial Risk, Strategic Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Harvard University 1979 — 1983
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Andrew Carfang Andrew Carfang's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
US Army December 2012 - August 2014
US Army November 2010 - December 2012
US Army June 2009 - November 2010
President's Council of Economic Advisers July 2008 - August 2008
Office of Cook County Commissioner Forrest Claypool May 2008 - June 2008
Skills
Afghanistan, Command, Military Operations, Army, Operational Planning, Military Experience, National Security, Military, Combat, Counterinsurgency, Intelligence Analysis, Military Training, Security Clearance, Intelligence, Force Protection, Reconnaissance, Top Secret, DoD, Military Logistics, Tactics, Government, Weapons, Emergency Management, Logistics Management, Risk Assessment, Risk Management, Counterterrorism, Enforcement, Team Leadership, Analysis, Strategic Planning
Education
Harvard Business School 2014 — 2016
Masters of Business Administration
United States Military Academy at West Point 2005 — 2009
BS, Mathematical Sciences with Honors, Economics
Morgan Stanley June 2015 - August 2015
US Army December 2012 - August 2014
US Army November 2010 - December 2012
US Army June 2009 - November 2010
President's Council of Economic Advisers July 2008 - August 2008
Office of Cook County Commissioner Forrest Claypool May 2008 - June 2008
Skills
Afghanistan, Command, Military Operations, Army, Operational Planning, Military Experience, National Security, Military, Combat, Counterinsurgency, Intelligence Analysis, Military Training, Security Clearance, Intelligence, Force Protection, Reconnaissance, Top Secret, DoD, Military Logistics, Tactics, Government, Weapons, Emergency Management, Logistics Management, Risk Assessment, Risk Management, Counterterrorism, Enforcement, Team Leadership, Analysis, Strategic Planning
Education
Harvard Business School 2014 — 2016
Masters of Business Administration
United States Military Academy at West Point 2005 — 2009
BS, Mathematical Sciences with Honors, Economics
Andres Engel's Morgan Stanley Experience January 2014 - April 2014
Job Business Development Executive at Ivory Capital
Industry Venture Capital & Private Equity
Experience
Ivory Capital June 2014 - Present
Morgan Stanley January 2014 - April 2014
Morgan Stanley August 2010 - December 2013
Morgan Stanley Children's Hospital of NewYork-Presbyterian August 2007 - July 2008
Morgan Stanley July 2005 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Equities, Capital Markets, Due Diligence, Emerging Markets, Corporate Development, Financial Analysis, Mergers, Fixed Income, Bloomberg, Mergers & Acquisitions
Education
Harvard Business School 2008 — 2010
MBA
University of Miami 2001 — 2005
Bachelor of Business Administration (B.B.A.), Double Major in Finance and Accounting
Ivory Capital June 2014 - Present
Morgan Stanley January 2014 - April 2014
Morgan Stanley August 2010 - December 2013
Morgan Stanley Children's Hospital of NewYork-Presbyterian August 2007 - July 2008
Morgan Stanley July 2005 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Equities, Capital Markets, Due Diligence, Emerging Markets, Corporate Development, Financial Analysis, Mergers, Fixed Income, Bloomberg, Mergers & Acquisitions
Education
Harvard Business School 2008 — 2010
MBA
University of Miami 2001 — 2005
Bachelor of Business Administration (B.B.A.), Double Major in Finance and Accounting
Bryan Wagner Bryan Wagner's Morgan Stanley Experience 2009 - 2013
Job Director, Creation Investments Capital Management
Industry Investment Management
Experience
Creation Investments Capital Management June 2013 - Present
Grupo Finclusion de Mexico July 2013 - Present
Neighborhood Trust Federal Credit Union November 2011 - Present
Morgan Stanley 2009 - 2013
Morgan Stanley 2007 - 2009
Federal Reserve Bank of New York 2006 - 2006
Accion 2005 - 2005
Accion East and Online 2003 - 2004
Morgan Stanley 2000 - 2003
Skills
International..., Investment Banking, Private Equity, Emerging Markets, Latin America, Economics, Fixed Income, Financial Modeling, International Relations, Hedge Funds
Education
Harvard Business School 2005 — 2007
MBA
Harvard Kennedy School of Government 2004 — 2007
MPA in International Development (MPA/ID)
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Creation Investments Capital Management June 2013 - Present
Grupo Finclusion de Mexico July 2013 - Present
Neighborhood Trust Federal Credit Union November 2011 - Present
Morgan Stanley 2009 - 2013
Morgan Stanley 2007 - 2009
Federal Reserve Bank of New York 2006 - 2006
Accion 2005 - 2005
Accion East and Online 2003 - 2004
Morgan Stanley 2000 - 2003
Skills
International..., Investment Banking, Private Equity, Emerging Markets, Latin America, Economics, Fixed Income, Financial Modeling, International Relations, Hedge Funds
Education
Harvard Business School 2005 — 2007
MBA
Harvard Kennedy School of Government 2004 — 2007
MPA in International Development (MPA/ID)
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Elizabeth Caputo's Morgan Stanley Experience 2006 - 2008
Job Associate Director North America, World Economic Forum
Industry
Experience
World Economic Forum June 2014 - Present
Manhattan Community Board 7 April 2010 - Present
Democratic Leadership for the 21st Century (DL21C) December 2006 - Present
Janney Montgomery Scott LLC April 2012 - 2014
Morgan Stanley 2006 - 2008
Clark for President 2003 - 2004
NYC Department of Education 2002 - 2003
Morgan Stanley 2000 - 2001
Goldman Sachs June 1995 - December 1997
Skills
Series 7, Series 63, Infrastructure, Finance, Public Sector, Community Organizing, Municipal Budgeting, Community Outreach, Municipal Bonds, Fixed Income, Capital Markets, Venture Capital, Leadership, Investments, Strategy, Fundraising, Policy Analysis, Public Relations, Social Media, Strategic Communications, Public Policy, Nonprofits, Strategic Partnerships
Education
Harvard University 1990 — 1994
AB, Social Studies, honors
Harvard Business School
Master of Business Administration (MBA), Finance, Public Sector Management
John Witherspoon Middle School
World Economic Forum June 2014 - Present
Manhattan Community Board 7 April 2010 - Present
Democratic Leadership for the 21st Century (DL21C) December 2006 - Present
Janney Montgomery Scott LLC April 2012 - 2014
Morgan Stanley 2006 - 2008
Clark for President 2003 - 2004
NYC Department of Education 2002 - 2003
Morgan Stanley 2000 - 2001
Goldman Sachs June 1995 - December 1997
Skills
Series 7, Series 63, Infrastructure, Finance, Public Sector, Community Organizing, Municipal Budgeting, Community Outreach, Municipal Bonds, Fixed Income, Capital Markets, Venture Capital, Leadership, Investments, Strategy, Fundraising, Policy Analysis, Public Relations, Social Media, Strategic Communications, Public Policy, Nonprofits, Strategic Partnerships
Education
Harvard University 1990 — 1994
AB, Social Studies, honors
Harvard Business School
Master of Business Administration (MBA), Finance, Public Sector Management
John Witherspoon Middle School
Fletcher Gregory Fletcher Gregory's Morgan Stanley Experience June 2008 - July 2010
Job Vice President at Bridge Growth Partners, LLC
Industry Venture Capital & Private Equity
Experience
Bridge Growth Partners, LLC July 2015 - Present
Medidata Solutions June 2014 - August 2014
New Mountain Capital August 2010 - June 2013
Morgan Stanley June 2008 - July 2010
Morgan Stanley June 2007 - August 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Getting The Job Done, Capital Markets, Corporate Development, Hedge Funds, Alternative Investments, Equity Research, Emerging Markets, Equities, LBO, Venture Capital, Investments, Financial Analysis, Portfolio Management, Strategy, Leadership, Team Motivation
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
Charlotte Latin School 1990 — 2004
Bridge Growth Partners, LLC July 2015 - Present
Medidata Solutions June 2014 - August 2014
New Mountain Capital August 2010 - June 2013
Morgan Stanley June 2008 - July 2010
Morgan Stanley June 2007 - August 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Getting The Job Done, Capital Markets, Corporate Development, Hedge Funds, Alternative Investments, Equity Research, Emerging Markets, Equities, LBO, Venture Capital, Investments, Financial Analysis, Portfolio Management, Strategy, Leadership, Team Motivation
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
Charlotte Latin School 1990 — 2004
Christian Adams's Morgan Stanley Experience 1999 - 2006
Job Senior Partner at Blackwell Astor
Industry Management Consulting
Experience
Blackwell Astor 2006 - Present
Morgan Stanley 1999 - 2006
Skills
Change Management, Management, Business Strategy, Management Consulting, Mergers & Acquisitions, Investment Banking, Due Diligence, Strategic Planning, Business Development, Risk Management, Investments, Business Planning, Entrepreneurship, Corporate Finance, Valuation, Financial Modeling
Education
Harvard Business School 2003 — 2004
Harvard University 1995 — 1999
Bachelor's Degree, Economics
Blackwell Astor 2006 - Present
Morgan Stanley 1999 - 2006
Skills
Change Management, Management, Business Strategy, Management Consulting, Mergers & Acquisitions, Investment Banking, Due Diligence, Strategic Planning, Business Development, Risk Management, Investments, Business Planning, Entrepreneurship, Corporate Finance, Valuation, Financial Modeling
Education
Harvard Business School 2003 — 2004
Harvard University 1995 — 1999
Bachelor's Degree, Economics
Charlene Wang's Morgan Stanley Experience June 2010 - September 2010
Job Corporate Strategy at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
McKinsey & Company September 2011 - June 2013
Styleta, Inc. February 2010 - June 2011
Morgan Stanley June 2010 - September 2010
Harvard Student Agencies February 2009 - February 2010
Harvard Student Agencies February 2008 - February 2009
Skills
French, Chinese, Business Planning, Statistics, Budgeting, Budgets, Entrepreneurship, Start-ups, Market Research, Valuation, Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2007 — 2011
B.A., Economics cum laude, Mind Brain Behavior Secondary, Mandarin Citation
West Bloomfield High School 2003 — 2007
EMC July 2015 - Present
McKinsey & Company September 2011 - June 2013
Styleta, Inc. February 2010 - June 2011
Morgan Stanley June 2010 - September 2010
Harvard Student Agencies February 2009 - February 2010
Harvard Student Agencies February 2008 - February 2009
Skills
French, Chinese, Business Planning, Statistics, Budgeting, Budgets, Entrepreneurship, Start-ups, Market Research, Valuation, Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2007 — 2011
B.A., Economics cum laude, Mind Brain Behavior Secondary, Mandarin Citation
West Bloomfield High School 2003 — 2007
Dave Moore's Morgan Stanley Experience August 2010 - July 2012
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2012 - August 2014
Morgan Stanley August 2010 - July 2012
Oppenheimer & Co. July 2009 - July 2010
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Harvard Business School
Harvard Business School
TPG Capital August 2012 - August 2014
Morgan Stanley August 2010 - July 2012
Oppenheimer & Co. July 2009 - July 2010
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Harvard Business School
Harvard Business School
Andrew Kaplan Andrew Kaplan's Morgan Stanley Experience June 2005 - August 2005
Job Vice President Private Equity at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital September 2009 - Present
Goldman Sachs July 2007 - July 2009
Goldman Sachs June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Alternative Investments, Venture Capital, LBO, Due Diligence, Emerging Markets, Corporate Finance, Hedge Funds, Financial Analysis
Education
Harvard Business School 2011 — 2013
MBA, High Distinction, George F. Baker Scholar
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science, Magna Cum Laude, Economics, Concentrations in Finance and Management
Blue Valley North High School - Overland Park, Kansas
Bain Capital September 2009 - Present
Goldman Sachs July 2007 - July 2009
Goldman Sachs June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Alternative Investments, Venture Capital, LBO, Due Diligence, Emerging Markets, Corporate Finance, Hedge Funds, Financial Analysis
Education
Harvard Business School 2011 — 2013
MBA, High Distinction, George F. Baker Scholar
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science, Magna Cum Laude, Economics, Concentrations in Finance and Management
Blue Valley North High School - Overland Park, Kansas
Elizabeth Hughes Eginton's Morgan Stanley Experience January 2009 - December 2012
Job Chief Marketing Officer at Latham & Watkins
Industry Financial Services
Experience
Latham & Watkins May 2014 - Present
Morgan Stanley January 2009 - December 2012
Legg Mason Capital Management 2005 - 2009
McKinsey & Company 1996 - 2005
Skills
Investments, Strategy, Asset Managment, Portfolio Management, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Investment Management, Valuation, Business Strategy, Corporate Development, Asset Management, Private Equity, Equity Research, Series 7, Venture Capital, Emerging Markets, Equities
Education
Harvard Business School 1994 — 1996
MBA, Baker Scholar
Harvard University 1987 — 1991
A.B., East Asian Studies & Government
Latham & Watkins May 2014 - Present
Morgan Stanley January 2009 - December 2012
Legg Mason Capital Management 2005 - 2009
McKinsey & Company 1996 - 2005
Skills
Investments, Strategy, Asset Managment, Portfolio Management, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Investment Management, Valuation, Business Strategy, Corporate Development, Asset Management, Private Equity, Equity Research, Series 7, Venture Capital, Emerging Markets, Equities
Education
Harvard Business School 1994 — 1996
MBA, Baker Scholar
Harvard University 1987 — 1991
A.B., East Asian Studies & Government
Anne-Marie Schoonbeek's Morgan Stanley Experience June 2012 - August 2012
Job MBA candidate at Harvard Business School
Industry Management Consulting
Experience
McKinsey & Company June 2013 - June 2015
London School of Economics October 2012 - March 2013
Morgan Stanley June 2012 - August 2012
Robeco June 2011 - August 2011
Harvard School of Public Health July 2010 - April 2011
Committee on Capital Markets Regulation September 2009 - January 2010
Skills
Valuation, Stata, Qualitative Research, Economics, Investment Banking
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
London School of Economics 2011 — 2012
MSc, Finance and Economics, Merit
University of California, Berkeley - School of Law 2011 — 2011
Visiting Researcher, Law and Economics
Università di Bologna 2010 — 2011
LLM, Law and Economics, Cum Laude
Radboud Universiteit Nijmegen 2006 — 2010
Bachelor of Science, Economics, Cum Laude
Harvard University 2009 — 2009
Visiting Undergraduate Student, Economics
University of California, Berkeley 2008 — 2008
Summer School, Finance
McKinsey & Company June 2013 - June 2015
London School of Economics October 2012 - March 2013
Morgan Stanley June 2012 - August 2012
Robeco June 2011 - August 2011
Harvard School of Public Health July 2010 - April 2011
Committee on Capital Markets Regulation September 2009 - January 2010
Skills
Valuation, Stata, Qualitative Research, Economics, Investment Banking
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
London School of Economics 2011 — 2012
MSc, Finance and Economics, Merit
University of California, Berkeley - School of Law 2011 — 2011
Visiting Researcher, Law and Economics
Università di Bologna 2010 — 2011
LLM, Law and Economics, Cum Laude
Radboud Universiteit Nijmegen 2006 — 2010
Bachelor of Science, Economics, Cum Laude
Harvard University 2009 — 2009
Visiting Undergraduate Student, Economics
University of California, Berkeley 2008 — 2008
Summer School, Finance
Adele Canetti Adele Canetti's Morgan Stanley Experience 2005 - 2007
Job Investment Advisor at American Money Management LLC
Industry Investment Management
Experience
American Money Management LLC June 2008 - Present
American Money Management LLC June 2008 - Present
Harvard Business School Association of Orange County (HBSAOC) May 2007 - November 2013
Business Growth Conference 2010 2008 - 2010
Merrill Lynch February 2007 - May 2008
Morgan Stanley 2005 - 2007
Crown Books 2004 - 2005
Kingsway Road September 1993 - May 2003
Big Dog Holdings 1992 - 1993
STOR Furnishings 1989 - 1991
Skills
Portfolio Management, Retirement, 401k, Small Business, Financial Analysis, Strategic Planning, Business Strategy, Investments, Business Planning, Financial Modeling, Strategic Financial..., Entrepreneurship, Asset Managment, Retirement Planning, Retail
Education
Harvard Business School 1982 — 1984
MBA, Business
University of California, Los Angeles 1975 — 1980
BA, History
Adelaide Price
American Money Management LLC June 2008 - Present
American Money Management LLC June 2008 - Present
Harvard Business School Association of Orange County (HBSAOC) May 2007 - November 2013
Business Growth Conference 2010 2008 - 2010
Merrill Lynch February 2007 - May 2008
Morgan Stanley 2005 - 2007
Crown Books 2004 - 2005
Kingsway Road September 1993 - May 2003
Big Dog Holdings 1992 - 1993
STOR Furnishings 1989 - 1991
Skills
Portfolio Management, Retirement, 401k, Small Business, Financial Analysis, Strategic Planning, Business Strategy, Investments, Business Planning, Financial Modeling, Strategic Financial..., Entrepreneurship, Asset Managment, Retirement Planning, Retail
Education
Harvard Business School 1982 — 1984
MBA, Business
University of California, Los Angeles 1975 — 1980
BA, History
Adelaide Price
Gail Covington Gail Covington's Morgan Stanley Experience 2008 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
ProVisors 2015 - 2015
Goldman Sachs August 1993 - 2008
Education
Harvard Business School 1991 — 1993
MBA, Capital Markets, Finance
Williams College 1984 — 1988
BA, Economics and Political Science
Morgan Stanley 2008 - Present
ProVisors 2015 - 2015
Goldman Sachs August 1993 - 2008
Education
Harvard Business School 1991 — 1993
MBA, Capital Markets, Finance
Williams College 1984 — 1988
BA, Economics and Political Science
Adam Jones's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Suit Up DC, Inc June 2011 - December 2012
White House September 2010 - August 2012
US Navy December 2009 - August 2012
2-1 Cavalry Brigade December 2008 - November 2009
USS Blue Ridge, Flagship, US 7th Fleet July 2006 - November 2008
Skills
Military, Leadership, Top Secret, Policy, Navy, Tactics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
United States Naval Academy 2002 — 2006
B.S., Economics
Severn School 1998 — 2002
Johns Hopkins
MA, Global Security Studies - Economic Security
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Suit Up DC, Inc June 2011 - December 2012
White House September 2010 - August 2012
US Navy December 2009 - August 2012
2-1 Cavalry Brigade December 2008 - November 2009
USS Blue Ridge, Flagship, US 7th Fleet July 2006 - November 2008
Skills
Military, Leadership, Top Secret, Policy, Navy, Tactics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
United States Naval Academy 2002 — 2006
B.S., Economics
Severn School 1998 — 2002
Johns Hopkins
MA, Global Security Studies - Economic Security
Alexa Rachlin's Morgan Stanley Experience 2007 - 2008
Job Investment Director, Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates August 2015 - Present
CargoMetrics June 2014 - August 2014
Goldman Sachs 2008 - 2012
Morgan Stanley 2007 - 2008
Education
Harvard Business School 2013 — 2015
MBA Candidate
Harvard University
Cambridge Associates August 2015 - Present
CargoMetrics June 2014 - August 2014
Goldman Sachs 2008 - 2012
Morgan Stanley 2007 - 2008
Education
Harvard Business School 2013 — 2015
MBA Candidate
Harvard University
Henry Luo, CFA Henry Luo, CFA's Morgan Stanley Experience 2008 - 2011
Job Harvard Business School MBA Candidate
Industry Investment Management
Experience
Harvard Business School 2013 - Present
TPG Capital 2011 - 2013
Morgan Stanley 2008 - 2011
The Boston Consulting Group 2007 - 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Tsinghua University 2004 — 2008
Bachelor of Mathematics
High School Affiliated to Fudan University 2001 — 2004
Harvard Business School 2013 - Present
TPG Capital 2011 - 2013
Morgan Stanley 2008 - 2011
The Boston Consulting Group 2007 - 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Tsinghua University 2004 — 2008
Bachelor of Mathematics
High School Affiliated to Fudan University 2001 — 2004
Bindu Shah's Morgan Stanley Experience August 2001 - July 2003
Job Vice President, Digital Marketing at SEPHORA
Industry Retail
Experience
SEPHORA December 2014 - Present
Gilt.com August 2014 - November 2014
Gilt.com June 2012 - July 2014
Gilt.com September 2011 - May 2012
Gilt.com January 2011 - August 2011
McGraw-Hill Higher Education March 2010 - January 2011
McGraw-Hill September 2008 - February 2010
Sesame Workshop June 2007 - August 2007
Edison Schools September 2003 - June 2006
Morgan Stanley August 2001 - July 2003
Skills
Strategy, Analytics, Business Strategy, E-commerce, Product Management, Digital Marketing, Strategic Financial..., Product Marketing, Business Development, Integrated Marketing, Strategic Planning, Marketing Strategy, Management, Analysis, Mergers & Acquisitions, Marketing, Start-ups, Strategic Partnerships, Competitive Analysis, Financial Modeling, Executive Management
Education
Harvard Business School 2006 — 2008
MBA, Business Administration and Management, General
Barnard College, Columbia University 1997 — 2001
Bachelor of Arts, Economics and Mathematics
SEPHORA December 2014 - Present
Gilt.com August 2014 - November 2014
Gilt.com June 2012 - July 2014
Gilt.com September 2011 - May 2012
Gilt.com January 2011 - August 2011
McGraw-Hill Higher Education March 2010 - January 2011
McGraw-Hill September 2008 - February 2010
Sesame Workshop June 2007 - August 2007
Edison Schools September 2003 - June 2006
Morgan Stanley August 2001 - July 2003
Skills
Strategy, Analytics, Business Strategy, E-commerce, Product Management, Digital Marketing, Strategic Financial..., Product Marketing, Business Development, Integrated Marketing, Strategic Planning, Marketing Strategy, Management, Analysis, Mergers & Acquisitions, Marketing, Start-ups, Strategic Partnerships, Competitive Analysis, Financial Modeling, Executive Management
Education
Harvard Business School 2006 — 2008
MBA, Business Administration and Management, General
Barnard College, Columbia University 1997 — 2001
Bachelor of Arts, Economics and Mathematics
Gilbert Palter Gilbert Palter's Morgan Stanley Experience May 1988 - August 1989
Job CoFounder, EdgeStone Capital Partners
Industry Investment Management
Experience
EdgeStone Capital Partners May 1999 - Present
Eladdan Capital Partners January 1997 - May 1999
Eladdan Enterprises Inc. May 1995 - December 1996
Smith Barney Canada January 1995 - May 1995
Clairvest Group Inc. April 1993 - December 1994
McKinsey & Company April 1991 - April 1993
Morgan Stanley May 1988 - August 1989
Skills
Venture Capital, Entrepreneurship, Investments, Valuation, Investment Banking, Finance, Portfolio Management, Business Strategy, Acquisitions, Alternative Investments, Angel Investing, Asset Management, Business Development, Business Planning, Capital Markets, Corporate Development, Corporate Finance, Corporate Governance, Divestitures, Due Diligence, Executive Management, Financial Modeling, Investor Relations, Leveraged Finance, Management, Mergers, Mergers, New Business Development, Private Equity, Restructuring, Start-ups, Strategic Planning, Strategy
Education
Harvard Business School 1989 — 1991
MBA
University of Toronto 1984 — 1988
Honours Bachelor of Science with High Distinction, Computer Science & Economics
York Mills Collegiate Institute 1980 — 1984
EdgeStone Capital Partners May 1999 - Present
Eladdan Capital Partners January 1997 - May 1999
Eladdan Enterprises Inc. May 1995 - December 1996
Smith Barney Canada January 1995 - May 1995
Clairvest Group Inc. April 1993 - December 1994
McKinsey & Company April 1991 - April 1993
Morgan Stanley May 1988 - August 1989
Skills
Venture Capital, Entrepreneurship, Investments, Valuation, Investment Banking, Finance, Portfolio Management, Business Strategy, Acquisitions, Alternative Investments, Angel Investing, Asset Management, Business Development, Business Planning, Capital Markets, Corporate Development, Corporate Finance, Corporate Governance, Divestitures, Due Diligence, Executive Management, Financial Modeling, Investor Relations, Leveraged Finance, Management, Mergers, Mergers, New Business Development, Private Equity, Restructuring, Start-ups, Strategic Planning, Strategy
Education
Harvard Business School 1989 — 1991
MBA
University of Toronto 1984 — 1988
Honours Bachelor of Science with High Distinction, Computer Science & Economics
York Mills Collegiate Institute 1980 — 1984
Hill Wang Hill Wang's Morgan Stanley Experience 2007 - 2010
Job MBA Student at Harvard Business School
Industry Internet
Experience
Harvard Business School September 2010 - Present
Hony Capital July 2011 - August 2011
Morgan Stanley 2007 - 2010
Education
Harvard Business School 2010 — 2012
MBA
Stanford University 2003 — 2007
BS, Electrical Engineering
Harvard Business School September 2010 - Present
Hony Capital July 2011 - August 2011
Morgan Stanley 2007 - 2010
Education
Harvard Business School 2010 — 2012
MBA
Stanford University 2003 — 2007
BS, Electrical Engineering
Brian Ruder's Morgan Stanley Experience 1994 - 1996
Job Managing Director at Permira
Industry Venture Capital & Private Equity
Experience
Permira November 2008 - Present
Francisco Partners 2000 - 2008
Upromise 1999 - 2000
Netscape Communications 1999 - 1999
Hellman & Friedman 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Data Science, Entrepreneurship, LBO, Management, Private Equity, Social Media, Due Diligence
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA), with Distinction
Harvard University 1990 — 1994
BA, Philosophy and Mathematics, Summa Cum Laude
Permira November 2008 - Present
Francisco Partners 2000 - 2008
Upromise 1999 - 2000
Netscape Communications 1999 - 1999
Hellman & Friedman 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Data Science, Entrepreneurship, LBO, Management, Private Equity, Social Media, Due Diligence
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA), with Distinction
Harvard University 1990 — 1994
BA, Philosophy and Mathematics, Summa Cum Laude
Frances Messano's Morgan Stanley Experience July 2002 - June 2006
Job Chief of Staff at NewSchools Venture Fund
Industry Education Management
Experience
NewSchools Venture Fund March 2015 - Present
Teach For America October 2013 - January 2015
Deloitte January 2013 - September 2013
Monitor Group January 2011 - January 2013
Monitor Group September 2008 - January 2011
Achievement First July 2008 - August 2008
General Mills May 2007 - August 2007
Morgan Stanley July 2002 - June 2006
Skills
Management Consulting, Business Strategy, Management, Recruiting, Equities, Financial Modeling, Strategy, Private Equity, Valuation, Emerging Markets, Financial Analysis, Derivatives, Venture Capital, Mergers & Acquisitions, Market Research, Corporate Development, Business Development, Cross-functional Team...
Education
Harvard Business School 2006 — 2008
MBA
Harvard University 1998 — 2002
AB, Economics
NewSchools Venture Fund March 2015 - Present
Teach For America October 2013 - January 2015
Deloitte January 2013 - September 2013
Monitor Group January 2011 - January 2013
Monitor Group September 2008 - January 2011
Achievement First July 2008 - August 2008
General Mills May 2007 - August 2007
Morgan Stanley July 2002 - June 2006
Skills
Management Consulting, Business Strategy, Management, Recruiting, Equities, Financial Modeling, Strategy, Private Equity, Valuation, Emerging Markets, Financial Analysis, Derivatives, Venture Capital, Mergers & Acquisitions, Market Research, Corporate Development, Business Development, Cross-functional Team...
Education
Harvard Business School 2006 — 2008
MBA
Harvard University 1998 — 2002
AB, Economics
Chip Arndt Chip Arndt's Morgan Stanley Experience June 1992 - August 1996
Job evp | improving ROI :: Flimp Multimedia :: Video + Multimedia Solutions for Communications, Sales, & Marketing
Industry Information Technology and Services
Experience
Flimp Media August 2013 - Present
Flimp Media February 2007 - Present
Arndt Strategies, Ltd January 2002 - Present
MerchantAdvantage, LLC January 2005 - September 2011
Tribe Online USA March 1999 - July 2002
Journey Management and Productions August 1997 - February 1999
Morgan Stanley June 1992 - August 1996
Skills
Entrepreneur, Fundraising, CRM, Business Planning, Capital, ITIL, Online Advertising, Marketing Strategy, Venture Capital, E-commerce, Strategic Partnerships, Start-ups, Competitive Analysis, Business Development, Business Strategy, Corporate Development, Analytics, Entrepreneurship, SaaS, New Business Development, Corporate Finance, Email Marketing, Due Diligence, Direct Marketing, Integrated Marketing, Mobile Marketing, Executive Management, Digital Strategy, Web Analytics, Financial Modeling, Social Networking, Digital Media, SEM, Online Marketing, Digital Marketing, Lead Generation, Product Marketing, Social Media Marketing, Product Management, Go-to-market Strategy, SEO, Social Media, Finance, B2B Marketing, Mergers & Acquisitions, Marketing, Leadership, Digital Video
Education
Harvard Business School 1995 — 1997
MBA, Finance, Marketing and Sales
Harvard University 1995 — 1997
MBA, Finance and Marketing
Yale University 1986 — 1990
BA, History and Political Science
Hotchkiss 1981 — 1984
Flimp Media August 2013 - Present
Flimp Media February 2007 - Present
Arndt Strategies, Ltd January 2002 - Present
MerchantAdvantage, LLC January 2005 - September 2011
Tribe Online USA March 1999 - July 2002
Journey Management and Productions August 1997 - February 1999
Morgan Stanley June 1992 - August 1996
Skills
Entrepreneur, Fundraising, CRM, Business Planning, Capital, ITIL, Online Advertising, Marketing Strategy, Venture Capital, E-commerce, Strategic Partnerships, Start-ups, Competitive Analysis, Business Development, Business Strategy, Corporate Development, Analytics, Entrepreneurship, SaaS, New Business Development, Corporate Finance, Email Marketing, Due Diligence, Direct Marketing, Integrated Marketing, Mobile Marketing, Executive Management, Digital Strategy, Web Analytics, Financial Modeling, Social Networking, Digital Media, SEM, Online Marketing, Digital Marketing, Lead Generation, Product Marketing, Social Media Marketing, Product Management, Go-to-market Strategy, SEO, Social Media, Finance, B2B Marketing, Mergers & Acquisitions, Marketing, Leadership, Digital Video
Education
Harvard Business School 1995 — 1997
MBA, Finance, Marketing and Sales
Harvard University 1995 — 1997
MBA, Finance and Marketing
Yale University 1986 — 1990
BA, History and Political Science
Hotchkiss 1981 — 1984
David Werry's Morgan Stanley Experience 2006 - 2008
Job Global Head of Biotech at PPD
Industry Pharmaceuticals
Experience
PPD Executive Director, Office of the CEOPPDMay 2013 - December 2014
Hellman & Friedman 2008 - 2011
Morgan Stanley 2006 - 2008
Education
Harvard Business School
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics and Political Science
PPD Executive Director, Office of the CEOPPDMay 2013 - December 2014
Hellman & Friedman 2008 - 2011
Morgan Stanley 2006 - 2008
Education
Harvard Business School
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics and Political Science
Ahmed Afifi's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at Harvard Business School
Industry Investment Banking
Experience
Morgan Stanley June 2015 - August 2015
Shell Exploration and Production October 2009 - June 2014
Beltone Private Equity October 2008 - October 2009
Procter and Gamble 2007 - 2007
Skills
Private Equity, Deal Structures, Investment Valuation, Operational Excellence, Alarm Management, Operational Readiness, Offshore Oil & Gas, Onshore Oil & Gas, Hydrocarbon Accounting, Production Forecasting, Production Programming, Production Planning, Production Reporting, Gas Processing, Enhanced Oil Recovery, Operations Management, Oil/Gas, Petroleum, SAP, EOR, Oil & Gas, Financial Modeling, Business Strategy, Strategy
Education
Harvard Business School 2014 — 2016
Master in Business Administration (Candidate)
The American University in Cairo 2003 — 2008
BSc, Mechanical Engineering
Morgan Stanley June 2015 - August 2015
Shell Exploration and Production October 2009 - June 2014
Beltone Private Equity October 2008 - October 2009
Procter and Gamble 2007 - 2007
Skills
Private Equity, Deal Structures, Investment Valuation, Operational Excellence, Alarm Management, Operational Readiness, Offshore Oil & Gas, Onshore Oil & Gas, Hydrocarbon Accounting, Production Forecasting, Production Programming, Production Planning, Production Reporting, Gas Processing, Enhanced Oil Recovery, Operations Management, Oil/Gas, Petroleum, SAP, EOR, Oil & Gas, Financial Modeling, Business Strategy, Strategy
Education
Harvard Business School 2014 — 2016
Master in Business Administration (Candidate)
The American University in Cairo 2003 — 2008
BSc, Mechanical Engineering
Yie-Hsin Hung Yie-Hsin Hung's Morgan Stanley Experience February 1997 - October 2003
Job Chief Executive Officer, New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
Heather Evans's Morgan Stanley Experience 2005 - 2006
Job Chief Marketing Officer, J.P. Morgan Markets & Investor Services
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
Andy Acker's Morgan Stanley Experience July 1994 - July 1997
Job Portfolio Manager at Janus
Industry Investment Management
Experience
Janus Capital Group August 1999 - Present
Morgan Stanley July 1994 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Harvard University 1990 — 1994
BA, Biochemistry
Janus Capital Group August 1999 - Present
Morgan Stanley July 1994 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Harvard University 1990 — 1994
BA, Biochemistry
Chris Brenes's Morgan Stanley Experience August 2009 - August 2010
Job Senior Vice President at Evergreen Pacific Partners
Industry Venture Capital & Private Equity
Experience
Evergreen Pacific Partners January 2015 - Present
Evergreen Pacific Partners July 2012 - December 2014
The Boeing Company June 2011 - July 2012
Infinity September 2010 - May 2011
Morgan Stanley August 2009 - August 2010
Lehman Brothers July 2008 - September 2008
U.S. Navy August 1994 - August 2007
Education
Harvard Business School 2007 — 2009
Evergreen Pacific Partners January 2015 - Present
Evergreen Pacific Partners July 2012 - December 2014
The Boeing Company June 2011 - July 2012
Infinity September 2010 - May 2011
Morgan Stanley August 2009 - August 2010
Lehman Brothers July 2008 - September 2008
U.S. Navy August 1994 - August 2007
Education
Harvard Business School 2007 — 2009
Brandon Kuchta's Morgan Stanley Experience April 2010 - July 2012
Job Student at Harvard Business School
Industry
Experience
Harvard Business School August 2014 - Present
The Carlyle Group July 2012 - July 2014
Morgan Stanley April 2010 - July 2012
Education
Harvard Business School 2014 — 2016
Yale University 2005 — 2009
Bachelor of Arts (B.A.), Ethics, Politics and Economics
Harvard Business School August 2014 - Present
The Carlyle Group July 2012 - July 2014
Morgan Stanley April 2010 - July 2012
Education
Harvard Business School 2014 — 2016
Yale University 2005 — 2009
Bachelor of Arts (B.A.), Ethics, Politics and Economics
Deven Petito Deven Petito's Morgan Stanley Experience August 2007 - July 2009
Job Senior Associate at Mill Road Capital
Industry Venture Capital & Private Equity
Experience
Mill Road Capital July 2014 - Present
Kohlberg Kravis Roberts & Co. August 2009 - July 2012
Morgan Stanley August 2007 - July 2009
Education
Harvard Business School 2012 — 2014
Princeton University 2003 — 2007
A.B., Economics
Phillips Exeter Academy 1999 — 2003
Mill Road Capital July 2014 - Present
Kohlberg Kravis Roberts & Co. August 2009 - July 2012
Morgan Stanley August 2007 - July 2009
Education
Harvard Business School 2012 — 2014
Princeton University 2003 — 2007
A.B., Economics
Phillips Exeter Academy 1999 — 2003
Brooke Herlihy Cooper's Morgan Stanley Experience 2005 - 2015
Job Managing Director at Evercore
Industry Financial Services
Experience
Evercore 2015 - Present
Morgan Stanley 2005 - 2015
Tishman Speyer 2003 - 2005
Morgan Stanley 1999 - 2001
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
Harvard College 1995 — 1999
Bachelor of Arts (BA)
Evercore 2015 - Present
Morgan Stanley 2005 - 2015
Tishman Speyer 2003 - 2005
Morgan Stanley 1999 - 2001
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
Harvard College 1995 — 1999
Bachelor of Arts (BA)
Bodi Zhang Bodi Zhang's Morgan Stanley Experience February 2006 - November 2006
Job Healthcare executive, strategist and scientist
Industry Venture Capital & Private Equity
Experience
Thorne Research 2013 - Present
Thorne-YouCare Ltd 2013 - Present
The Antibody Society February 2010 - Present
Deallus Consulting 2011 - 2013
Tufts University School of Medicine 2010 - 2013
Bosera Asset Management Co. March 2008 - September 2008
Morgan Stanley February 2006 - November 2006
United Nations April 2005 - August 2005
Skills
Financial Analysis, Biotechnology, Venture Capital, Immunology, Pharmaceuticals, Pharmacology, Drug Discovery, Alternative Investments, Autoimmune Diseases, Management Consulting, Investments, M&A experience, Due Diligence, Entrepreneurship, Financial Modeling, Pharmaceutical Industry, Oncology, Strategic Planning, Lifesciences, Molecular Biology, Strategy, Clinical Development, Business Strategy, FDA, Healthcare, Corporate Finance, Biochemistry, Cell Culture, Genomics, Neuroscience, PCR, Cell Biology, Cancer, Cell, Clinical Trials, Genetics, R&D, Science, Commercialization, Infectious Diseases, Technology Transfer, Bioinformatics, Data Analysis, Emerging Markets, Medical Devices, Clinical Research, Drug Development, Mergers & Acquisitions, Strategic Consulting, Research
Education
Tufts University School of Medicine 2007 — 2010
Ph.D
Harvard T.H. Chan School of Public Health 2008 — 2009
MPH
Harvard Business School 2008 — 2008
Certificate
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
Peking University 2002 — 2007
Medical Degree (M.D)
Thorne Research 2013 - Present
Thorne-YouCare Ltd 2013 - Present
The Antibody Society February 2010 - Present
Deallus Consulting 2011 - 2013
Tufts University School of Medicine 2010 - 2013
Bosera Asset Management Co. March 2008 - September 2008
Morgan Stanley February 2006 - November 2006
United Nations April 2005 - August 2005
Skills
Financial Analysis, Biotechnology, Venture Capital, Immunology, Pharmaceuticals, Pharmacology, Drug Discovery, Alternative Investments, Autoimmune Diseases, Management Consulting, Investments, M&A experience, Due Diligence, Entrepreneurship, Financial Modeling, Pharmaceutical Industry, Oncology, Strategic Planning, Lifesciences, Molecular Biology, Strategy, Clinical Development, Business Strategy, FDA, Healthcare, Corporate Finance, Biochemistry, Cell Culture, Genomics, Neuroscience, PCR, Cell Biology, Cancer, Cell, Clinical Trials, Genetics, R&D, Science, Commercialization, Infectious Diseases, Technology Transfer, Bioinformatics, Data Analysis, Emerging Markets, Medical Devices, Clinical Research, Drug Development, Mergers & Acquisitions, Strategic Consulting, Research
Education
Tufts University School of Medicine 2007 — 2010
Ph.D
Harvard T.H. Chan School of Public Health 2008 — 2009
MPH
Harvard Business School 2008 — 2008
Certificate
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
Peking University 2002 — 2007
Medical Degree (M.D)
Eugene Choi Eugene Choi's Morgan Stanley Experience March 2004 - July 2004
Job
Industry Semiconductors
Experience
App Annie June 2015 - Present
KLA-Tencor June 2013 - June 2015
KLA-Tencor September 2010 - June 2013
Mattel January 2008 - December 2009
Monitor Group September 2006 - January 2008
Lucent Technologies May 2005 - August 2005
Morgan Stanley March 2004 - July 2004
US Army May 1998 - March 2004
Skills
Financial Modeling, Program Management, Leadership, Strategy, Cross-functional Team..., Software Development, Product Management, Start-ups, Entrepreneurship, Team Leadership, Strategic Partnerships, Competitive Analysis, Product Marketing
Education
Harvard Business School 2004 — 2006
MBA
United States Military Academy at West Point 1994 — 1998
BS, Systems Engineering
App Annie June 2015 - Present
KLA-Tencor June 2013 - June 2015
KLA-Tencor September 2010 - June 2013
Mattel January 2008 - December 2009
Monitor Group September 2006 - January 2008
Lucent Technologies May 2005 - August 2005
Morgan Stanley March 2004 - July 2004
US Army May 1998 - March 2004
Skills
Financial Modeling, Program Management, Leadership, Strategy, Cross-functional Team..., Software Development, Product Management, Start-ups, Entrepreneurship, Team Leadership, Strategic Partnerships, Competitive Analysis, Product Marketing
Education
Harvard Business School 2004 — 2006
MBA
United States Military Academy at West Point 1994 — 1998
BS, Systems Engineering
Caroline Boneparth's Morgan Stanley Experience June 2010 - July 2012
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Castlight Health June 2015 - August 2015
Welsh, Carson, Anderson & Stowe August 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Skills
Private Equity, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Healthcare Industry, LBO, Mergers & Acquisitions
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA), Journalism, Economics
Castlight Health June 2015 - August 2015
Welsh, Carson, Anderson & Stowe August 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Skills
Private Equity, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Healthcare Industry, LBO, Mergers & Acquisitions
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA), Journalism, Economics
Aman Malik's Morgan Stanley Experience July 2005 - July 2007
Job Vice President at Highbridge Principal Strategies
Industry Financial Services
Experience
Highbridge Principal Strategies April 2013 - Present
The Blackstone Group August 2011 - March 2013
Abraaj Capital June 2010 - August 2010
Clayton Dubilier & Rice August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Skills
Private Equity, Financial Modeling, Investments, Due Diligence, Valuation
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Notre Dame 2001 — 2005
BBA, Finance, Summa Cum Laude
St. Columba's School
Highbridge Principal Strategies April 2013 - Present
The Blackstone Group August 2011 - March 2013
Abraaj Capital June 2010 - August 2010
Clayton Dubilier & Rice August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Skills
Private Equity, Financial Modeling, Investments, Due Diligence, Valuation
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Notre Dame 2001 — 2005
BBA, Finance, Summa Cum Laude
St. Columba's School
Zack Sopcak Zack Sopcak's Morgan Stanley Experience January 2014 - Present
Job Vice President, Healthcare Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley March 2012 - January 2014
Sanford C. Bernstein February 2011 - October 2011
Stryker Orthopaedics October 2007 - February 2011
Cordis, a Johnson & Johnson Company July 2006 - August 2007
G.E. Healthcare August 2002 - July 2004
G.E. Medical Systems July 2000 - August 2002
Education
Harvard Business School 2004 — 2006
MBA, General Management
Purdue University 1998 — 2000
M.S., Biomedical Engineering
Northwestern University 1994 — 1998
B.S., Biomedical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley March 2012 - January 2014
Sanford C. Bernstein February 2011 - October 2011
Stryker Orthopaedics October 2007 - February 2011
Cordis, a Johnson & Johnson Company July 2006 - August 2007
G.E. Healthcare August 2002 - July 2004
G.E. Medical Systems July 2000 - August 2002
Education
Harvard Business School 2004 — 2006
MBA, General Management
Purdue University 1998 — 2000
M.S., Biomedical Engineering
Northwestern University 1994 — 1998
B.S., Biomedical Engineering
Anant Thaker's Morgan Stanley Experience July 2006 - September 2008
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group October 2013 - Present
Boston Consulting Group August 2011 - October 2013
Howard Hughes Medical Institute September 2008 - July 2009
Morgan Stanley July 2006 - September 2008
Skills
Financial Modeling, Private Equity, Due Diligence, Venture Capital, Valuation, Strategy, Emerging Markets, Mergers & Acquisitions, Strategic Consulting
Education
Harvard Business School 2009 — 2011
Harvard University 2005 — 2006
MA, Statistics
Harvard University 2002 — 2006
BA, Government
The Boston Consulting Group October 2013 - Present
Boston Consulting Group August 2011 - October 2013
Howard Hughes Medical Institute September 2008 - July 2009
Morgan Stanley July 2006 - September 2008
Skills
Financial Modeling, Private Equity, Due Diligence, Venture Capital, Valuation, Strategy, Emerging Markets, Mergers & Acquisitions, Strategic Consulting
Education
Harvard Business School 2009 — 2011
Harvard University 2005 — 2006
MA, Statistics
Harvard University 2002 — 2006
BA, Government
Andrea Zana Andrea Zana's Morgan Stanley Experience 2001 - 2002
Job Director at Amur Capital Group
Industry Banking
Experience
Amur Finance Company March 2015 - Present
CIT January 2013 - March 2015
CIT July 2006 - December 2012
Lehman Brothers April 2004 - June 2006
UBS November 2002 - April 2004
Morgan Stanley 2001 - 2002
Skills
Valuation, Corporate Finance, Financial Structuring, Financial Modeling, Private Equity, Portfolio Management, Due Diligence, Risk Management, Equity Research
Education
Harvard Business School 1999 — 2001
MBA, General Management
Yale University 1992 — 1996
BA, Economics
Amur Finance Company March 2015 - Present
CIT January 2013 - March 2015
CIT July 2006 - December 2012
Lehman Brothers April 2004 - June 2006
UBS November 2002 - April 2004
Morgan Stanley 2001 - 2002
Skills
Valuation, Corporate Finance, Financial Structuring, Financial Modeling, Private Equity, Portfolio Management, Due Diligence, Risk Management, Equity Research
Education
Harvard Business School 1999 — 2001
MBA, General Management
Yale University 1992 — 1996
BA, Economics
Allison King Allison King's Morgan Stanley Experience June 2002 - June 2006
Job Senior Director, Strategy & Operations at OvaScience
Industry Biotechnology
Experience
OvaScience June 2013 - Present
Genzyme September 2011 - May 2013
Prize4Life, Inc. August 2010 - March 2013
Genzyme February 2010 - September 2011
Genzyme September 2008 - February 2010
Morgan Stanley June 2002 - June 2006
Education
Harvard Business School 2006 — 2008
MBA
Princeton University
BA, Public Policy and Finance
OvaScience June 2013 - Present
Genzyme September 2011 - May 2013
Prize4Life, Inc. August 2010 - March 2013
Genzyme February 2010 - September 2011
Genzyme September 2008 - February 2010
Morgan Stanley June 2002 - June 2006
Education
Harvard Business School 2006 — 2008
MBA
Princeton University
BA, Public Policy and Finance
Eric Grosse Eric Grosse's Morgan Stanley Experience July 1991 - July 1993
Job Co Founder & CEO at Chairish
Industry Internet
Experience
Chairish December 2012 - Present
Matrix Partners June 2012 - January 2013
TaskRabbit October 2011 - June 2012
Matrix Partners July 2011 - October 2011
Expedia October 2008 - October 2010
Hotwire January 2000 - December 2008
DMG Technology Group December 1996 - January 1999
Braxton Associates July 1995 - November 1996
Morgan Stanley July 1991 - July 1993
Skills
Marketing Strategy, Monetization, New Business Development, SEO, Analytics, Strategy, Product Marketing, A/B testing, Web Analytics, Financial Modeling, Digital Marketing, Venture Financing, Early Stage Companies, Team Building, Private Equity, Financial Analysis
Education
Harvard Business School 1993 — 1995
MBA
Williams College 1987 — 1991
Bachelor of Arts
Chairish December 2012 - Present
Matrix Partners June 2012 - January 2013
TaskRabbit October 2011 - June 2012
Matrix Partners July 2011 - October 2011
Expedia October 2008 - October 2010
Hotwire January 2000 - December 2008
DMG Technology Group December 1996 - January 1999
Braxton Associates July 1995 - November 1996
Morgan Stanley July 1991 - July 1993
Skills
Marketing Strategy, Monetization, New Business Development, SEO, Analytics, Strategy, Product Marketing, A/B testing, Web Analytics, Financial Modeling, Digital Marketing, Venture Financing, Early Stage Companies, Team Building, Private Equity, Financial Analysis
Education
Harvard Business School 1993 — 1995
MBA
Williams College 1987 — 1991
Bachelor of Arts
Chris Stix Chris Stix's Morgan Stanley Experience 2000 - 2002
Job Executive in Residence at Babson College Fund
Industry Investment Management
Experience
Babson College Fund January 2011 - Present
Country Drive Associates March 2002 - Present
Jolsin Diabetes Center 2005 - 2010
Morgan Stanley 2000 - 2002
SG Cowen 1995 - 2000
Boston Consulting Group 1981 - 1985
Skills
Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Management, Cleantech, Equities, Financial Modeling, Equity Research, Entrepreneurship, Start-ups, Strategy, Valuation, Business Strategy, Investments
Education
Harvard Business School 1979 — 1981
MBA
University of Wisconsin-Green Bay 1972 — 1976
BA, Environmental Studies/Personal Concentration
Babson College Fund January 2011 - Present
Country Drive Associates March 2002 - Present
Jolsin Diabetes Center 2005 - 2010
Morgan Stanley 2000 - 2002
SG Cowen 1995 - 2000
Boston Consulting Group 1981 - 1985
Skills
Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Management, Cleantech, Equities, Financial Modeling, Equity Research, Entrepreneurship, Start-ups, Strategy, Valuation, Business Strategy, Investments
Education
Harvard Business School 1979 — 1981
MBA
University of Wisconsin-Green Bay 1972 — 1976
BA, Environmental Studies/Personal Concentration
G David Bednar's Morgan Stanley Experience 1994 - 1999
Job Managing Director at Ladder Capital Finance LLC
Industry Commercial Real Estate
Experience
Ladder Capital Finance LLC 2011 - Present
JPMorgan Real Estate Special Opportunities 2008 - December 2010
UBS Dillon Read Capital Mgmt Commercial Real Estate 2006 - 2007
Goldman, Sachs Global Special Situations Group 2003 - 2006
Morgan Stanley 1994 - 1999
United States Marine Corps 1987 - 1991
Education
Harvard Business School 1992 — 1994
MBA
Harvard University 1983 — 1987
BA
Ladder Capital Finance LLC 2011 - Present
JPMorgan Real Estate Special Opportunities 2008 - December 2010
UBS Dillon Read Capital Mgmt Commercial Real Estate 2006 - 2007
Goldman, Sachs Global Special Situations Group 2003 - 2006
Morgan Stanley 1994 - 1999
United States Marine Corps 1987 - 1991
Education
Harvard Business School 1992 — 1994
MBA
Harvard University 1983 — 1987
BA
Guy de Chazal's Morgan Stanley Experience January 1986 - December 2007
Job Director at IFCAMC
Industry Investment Management
Experience
The Forman School January 2010 - Present
IFC-AMC 2009 - Present
Echoing Green October 2008 - Present
Suffield Academy September 2007 - Present
Eagle Hill School 2007 - Present
Uhlig 2007 - Present
Thrupoint 2000 - Present
Lionbridge Technologies, Inc. 1996 - Present
Fountain House 1986 - Present
Morgan Stanley January 1986 - December 2007
Skills
Mergers, Strategic Planning, Venture Capital
Education
Harvard Business School 1974 — 1976
MBA
The Forman School January 2010 - Present
IFC-AMC 2009 - Present
Echoing Green October 2008 - Present
Suffield Academy September 2007 - Present
Eagle Hill School 2007 - Present
Uhlig 2007 - Present
Thrupoint 2000 - Present
Lionbridge Technologies, Inc. 1996 - Present
Fountain House 1986 - Present
Morgan Stanley January 1986 - December 2007
Skills
Mergers, Strategic Planning, Venture Capital
Education
Harvard Business School 1974 — 1976
MBA
Charles Wyman's Morgan Stanley Experience 1996 - 2001
Job Principal, Portfolio Manager at Seaport Investment Management
Industry Financial Services
Experience
Seaport Investment Management August 2014 - Present
ScuraPaley and Company June 2012 - Present
City on a Hill Capital September 2010 - June 2012
Ashburnham Rock Capital Management March 2009 - October 2010
ARX Investment Management May 2006 - August 2008
Pacific Investment Management Co (PIMCO) 2001 - 2006
Morgan Stanley 1996 - 2001
Lehman Brothers December 1986 - March 1996
Booz Allen Hamilton 1984 - 1986
Skills
Corporate Finance, Mergers & Acquisitions, Equity Research, Acquisitions, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Portfolio Management, Emerging Markets, Capital Markets, Investment Management, Equities, Securities, Private Equity, Investments, High Yield, Financial Structuring, Venture Capital, Financial Risk, Investment Banking, Mergers, Bloomberg, Structured Finance, Credit, Asset Allocation
Education
Harvard Business School 1982 — 1984
MBA with Distinction
Harvard University 1971 — 1976
AB Magna cum Laude, Russian Literature
Seaport Investment Management August 2014 - Present
ScuraPaley and Company June 2012 - Present
City on a Hill Capital September 2010 - June 2012
Ashburnham Rock Capital Management March 2009 - October 2010
ARX Investment Management May 2006 - August 2008
Pacific Investment Management Co (PIMCO) 2001 - 2006
Morgan Stanley 1996 - 2001
Lehman Brothers December 1986 - March 1996
Booz Allen Hamilton 1984 - 1986
Skills
Corporate Finance, Mergers & Acquisitions, Equity Research, Acquisitions, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Portfolio Management, Emerging Markets, Capital Markets, Investment Management, Equities, Securities, Private Equity, Investments, High Yield, Financial Structuring, Venture Capital, Financial Risk, Investment Banking, Mergers, Bloomberg, Structured Finance, Credit, Asset Allocation
Education
Harvard Business School 1982 — 1984
MBA with Distinction
Harvard University 1971 — 1976
AB Magna cum Laude, Russian Literature
David Wasson's Morgan Stanley Experience August 1986 - December 2001
Job Don't Touch That Dial
Industry Investment Management
Experience
fullARC 2012 - Present
Bienville Capital Management 2012 - 2012
Roundbox Advisors January 2005 - January 2011
Aetos Capital April 2001 - June 2004
Morgan Stanley August 1986 - December 2001
Skills
Private Equity, Investment Management, Investment Banking, Venture Capital, Wealth Management..., Alternative Investments, Business Strategy, Capital Raising, Private Placements, Mergers & Acquisitions, Strategy, Entrepreneurship, Start-ups, Trading, Finance, Asset Management, Investments
Education
Harvard Business School 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General Management
Northwestern University 1978 — 1982
B.A., Economics and American Studies
fullARC 2012 - Present
Bienville Capital Management 2012 - 2012
Roundbox Advisors January 2005 - January 2011
Aetos Capital April 2001 - June 2004
Morgan Stanley August 1986 - December 2001
Skills
Private Equity, Investment Management, Investment Banking, Venture Capital, Wealth Management..., Alternative Investments, Business Strategy, Capital Raising, Private Placements, Mergers & Acquisitions, Strategy, Entrepreneurship, Start-ups, Trading, Finance, Asset Management, Investments
Education
Harvard Business School 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General Management
Northwestern University 1978 — 1982
B.A., Economics and American Studies
Colbert Narcisse's Morgan Stanley Experience 2011 - Present
Job Managing Director, Head of Global Alternative Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
New York University 1983 — 1987
Bachelor of Science (BS), Finance
Morgan Stanley 2011 - Present
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
New York University 1983 — 1987
Bachelor of Science (BS), Finance
Faith Hindman's Morgan Stanley Experience 2002 - 2002
Job Faculty, McKinsey Corporate Finance Practice
Industry Management Consulting
Experience
McKinsey & Company September 2008 - December 2013
McKinsey & Company 2003 - 2008
Morgan Stanley 2002 - 2002
Skills
Strategy, Business Strategy, Management Consulting, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Analysis, Finance, Strategic Human..., Talent Management, Executive Coaching, Talent development, Leadership Development, Big Data, Statistical Data..., Ombudsmanship, Customer Insights, Big Data Analytics, University Teaching, General Management
Education
Harvard Business School 2001 — 2003
MBA
Tulane University 1997 — 1998
Masters degree, Accounting
Tulane University 1993 — 1997
Bachelor of Science, Economics, Finance
McKinsey & Company September 2008 - December 2013
McKinsey & Company 2003 - 2008
Morgan Stanley 2002 - 2002
Skills
Strategy, Business Strategy, Management Consulting, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Analysis, Finance, Strategic Human..., Talent Management, Executive Coaching, Talent development, Leadership Development, Big Data, Statistical Data..., Ombudsmanship, Customer Insights, Big Data Analytics, University Teaching, General Management
Education
Harvard Business School 2001 — 2003
MBA
Tulane University 1997 — 1998
Masters degree, Accounting
Tulane University 1993 — 1997
Bachelor of Science, Economics, Finance
Chris Kober Chris Kober's Morgan Stanley Experience September 1986 - August 1988
Job Director Portfolio Operations
Industry Real Estate
Experience
Pacific Urban Residential January 2015 - Present
Castle Group California 1994 - December 2014
Trammell Crow Residential May 1990 - December 1993
Morgan Stanley September 1986 - August 1988
Skills
Residential Homes, Real Estate Development, Apartments, Investment Properties, Real Estate Transactions, Mixed-use, Mergers & Acquisitions, Condos, Single Family Homes, Rentals, Disposition, Sellers, Brokerage, Property Management, Asset Management, Portfolio Management, Construction
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance, Real Estate
Stanford University 1982 — 1986
Bachelor of Arts (B.A.), Economics, Philosophy
Pacific Urban Residential January 2015 - Present
Castle Group California 1994 - December 2014
Trammell Crow Residential May 1990 - December 1993
Morgan Stanley September 1986 - August 1988
Skills
Residential Homes, Real Estate Development, Apartments, Investment Properties, Real Estate Transactions, Mixed-use, Mergers & Acquisitions, Condos, Single Family Homes, Rentals, Disposition, Sellers, Brokerage, Property Management, Asset Management, Portfolio Management, Construction
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance, Real Estate
Stanford University 1982 — 1986
Bachelor of Arts (B.A.), Economics, Philosophy
Greg Stamas Greg Stamas's Morgan Stanley Experience June 2010 - July 2012
Job MBA Candidate, Harvard Business School
Industry Higher Education
Experience
Berkshire Hathaway Energy June 2015 - August 2015
The Carlyle Group July 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Education
Harvard Business School 2014 — 2016
Princeton University 2006 — 2010
Bachelor of Engineering (B.E.), Operations Research & Financial Engineering
Gilman School 2000 — 2006
Baltimore, MD
Berkshire Hathaway Energy June 2015 - August 2015
The Carlyle Group July 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Education
Harvard Business School 2014 — 2016
Princeton University 2006 — 2010
Bachelor of Engineering (B.E.), Operations Research & Financial Engineering
Gilman School 2000 — 2006
Baltimore, MD
Houman Fardin Houman Fardin's Morgan Stanley Experience 2002 - 2012
Job Strategic Partnerships at Wealthfront Inc.
Industry Information Technology and Services
Experience
Wealthfront Inc. March 2015 - Present
Dropbox 2013 - 2015
Blue Zebra LLC, DBA MemorialPath 2012 - 2015
Quantified Medical, LLC 2012 - 2015
Morgan Stanley 2002 - 2012
Morgan Stanley 1997 - 2000
Skills
Venture Capital, Financial Modeling, Private Equity, Valuation, Corporate Development, Investments, Start-ups, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Strategy, Business Strategy, Corporate Finance, Financial Analysis, Strategic Partnerships, Asset Management, Business Development, Portfolio Management, Emerging Markets, Strategic Planning, Financials, Mergers, Equity Valuation, Equities, Equity Research
Education
Harvard Business School 2000 — 2002
MBA
Yale University 1993 — 1997
BS, Biology
Wealthfront Inc. March 2015 - Present
Dropbox 2013 - 2015
Blue Zebra LLC, DBA MemorialPath 2012 - 2015
Quantified Medical, LLC 2012 - 2015
Morgan Stanley 2002 - 2012
Morgan Stanley 1997 - 2000
Skills
Venture Capital, Financial Modeling, Private Equity, Valuation, Corporate Development, Investments, Start-ups, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Strategy, Business Strategy, Corporate Finance, Financial Analysis, Strategic Partnerships, Asset Management, Business Development, Portfolio Management, Emerging Markets, Strategic Planning, Financials, Mergers, Equity Valuation, Equities, Equity Research
Education
Harvard Business School 2000 — 2002
MBA
Yale University 1993 — 1997
BS, Biology
Andrej Rusakov's Morgan Stanley Experience December 2005 - December 2007
Job Partner, Head of Business Development and Investment Strategies at Data Capital Management
Industry Investment Management
Experience
Data Capital Management December 2014 - Present
Open Capital May 2010 - Present
Apax Partners December 2007 - May 2010
Morgan Stanley December 2005 - December 2007
Energetikos Tiekimo Baze May 2003 - December 2005
Skills
Private Equity, Entrepreneurship, Investments, Hedge Funds, Investment Banking, Due Diligence, Mergers & Acquisitions, Start-ups, Financial Modeling, Venture Capital, Emerging Markets, Angel Investing, Mergers, Valuation, IPO, Early Stage Investment, E-commerce, Business Development, Business Valuation, Business Strategy, Early Stage Companies, Early Stage Ventures, Corporate Development, Restructuring, Growth Capital, Portfolio Management, LBO, Deal Sourcing, Corporate Finance, Capital Markets, Financial Structuring, M&A experience, Investment Portfolio, Financial Analysis, Negotiation, Strategic Partnerships, Recruiting, Alternative Investments, Capital, Finance, Leveraged Finance, Accounting, Investor Relations, Information Technology, Quantitative Investing, Mathematics, Applied Mathematics, Quantitative Finance
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Lomonosov Moscow State University (MSU) 2000 — 2005
Masters, Dep. of Mechanics and Mathematics, MSc Mathematics, Top 1% graduate, SUMMA CUM LAUDE awarded
Data Capital Management December 2014 - Present
Open Capital May 2010 - Present
Apax Partners December 2007 - May 2010
Morgan Stanley December 2005 - December 2007
Energetikos Tiekimo Baze May 2003 - December 2005
Skills
Private Equity, Entrepreneurship, Investments, Hedge Funds, Investment Banking, Due Diligence, Mergers & Acquisitions, Start-ups, Financial Modeling, Venture Capital, Emerging Markets, Angel Investing, Mergers, Valuation, IPO, Early Stage Investment, E-commerce, Business Development, Business Valuation, Business Strategy, Early Stage Companies, Early Stage Ventures, Corporate Development, Restructuring, Growth Capital, Portfolio Management, LBO, Deal Sourcing, Corporate Finance, Capital Markets, Financial Structuring, M&A experience, Investment Portfolio, Financial Analysis, Negotiation, Strategic Partnerships, Recruiting, Alternative Investments, Capital, Finance, Leveraged Finance, Accounting, Investor Relations, Information Technology, Quantitative Investing, Mathematics, Applied Mathematics, Quantitative Finance
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Lomonosov Moscow State University (MSU) 2000 — 2005
Masters, Dep. of Mechanics and Mathematics, MSc Mathematics, Top 1% graduate, SUMMA CUM LAUDE awarded
Brad Flaishans Brad Flaishans's Morgan Stanley Experience July 2008 - July 2010
Job Principal at Clayton Dubilier & Rice
Industry Financial Services
Experience
Clayton Dubilier & Rice August 2014 - Present
Harvard Business School August 2012 - May 2014
Stelliam Investment Management June 2013 - August 2013
Clayton Dubilier & Rice July 2010 - July 2012
Morgan Stanley July 2008 - July 2010
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Investments, Due Diligence, Capital Markets, Equities, Portfolio Management, Economics, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of New Hampshire 2004 — 2008
Bachelor of Science (BS), Business Administration - Finance
Clayton Dubilier & Rice August 2014 - Present
Harvard Business School August 2012 - May 2014
Stelliam Investment Management June 2013 - August 2013
Clayton Dubilier & Rice July 2010 - July 2012
Morgan Stanley July 2008 - July 2010
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Investments, Due Diligence, Capital Markets, Equities, Portfolio Management, Economics, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of New Hampshire 2004 — 2008
Bachelor of Science (BS), Business Administration - Finance
Yicong Liu Yicong Liu's Morgan Stanley Experience June 2009 - July 2011
Job MBA Candidate at HBS
Industry Venture Capital & Private Equity
Experience
Silver Lake Sumeru July 2011 - July 2013
Morgan Stanley June 2009 - July 2011
Oliver Wyman January 2008 - January 2008
National Institutes of Health May 2007 - August 2007
Skills
Corporate Development, Mergers & Acquisitions, Investments, Financial Analysis, Private Equity, Financial Modeling, Valuation, Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science
Montgomery Blair High School 2001 — 2005
Math, Science, Computer Science Magnet Program
Silver Lake Sumeru July 2011 - July 2013
Morgan Stanley June 2009 - July 2011
Oliver Wyman January 2008 - January 2008
National Institutes of Health May 2007 - August 2007
Skills
Corporate Development, Mergers & Acquisitions, Investments, Financial Analysis, Private Equity, Financial Modeling, Valuation, Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science
Montgomery Blair High School 2001 — 2005
Math, Science, Computer Science Magnet Program
Amy Thind's Morgan Stanley Experience 1997 - 1998
Job Vice President, Finance at Time Inc.
Industry Publishing
Experience
Time Inc. March 2014 - Present
Time Inc. 2012 - 2013
International Preschools 2010 - 2011
International Preschools, Parents' Association 2008 - 2011
Time Inc. 2005 - 2006
Time Inc. 2003 - 2005
Time Inc. 2002 - 2003
Time Inc. 2000 - 2001
Morgan Stanley 1997 - 1998
Prudential Securities 1995 - 1996
Skills
Publishing, Digital Media, Strategic Partnerships, Content Strategy, Strategy, Digital Strategy, Strategic Planning, Magazines, Financial Analysis, Microsoft Office, Financial Modeling, Corporate Finance
Education
Harvard Business School 1999 — 2000
MBA
Harvard College 1991 — 1995
AB, Government
Time Inc. March 2014 - Present
Time Inc. 2012 - 2013
International Preschools 2010 - 2011
International Preschools, Parents' Association 2008 - 2011
Time Inc. 2005 - 2006
Time Inc. 2003 - 2005
Time Inc. 2002 - 2003
Time Inc. 2000 - 2001
Morgan Stanley 1997 - 1998
Prudential Securities 1995 - 1996
Skills
Publishing, Digital Media, Strategic Partnerships, Content Strategy, Strategy, Digital Strategy, Strategic Planning, Magazines, Financial Analysis, Microsoft Office, Financial Modeling, Corporate Finance
Education
Harvard Business School 1999 — 2000
MBA
Harvard College 1991 — 1995
AB, Government
Elizabeth Hutter's Morgan Stanley Experience May 2009 - August 2009
Job Financial Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs December 2011 - Present
Morgan Stanley May 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Marketing
Education
Harvard Business School 2010 — 2014
Applied Mathematics
Harvard University
Bachelor's degree, Applied Mathematics
Goldman Sachs December 2011 - Present
Morgan Stanley May 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Marketing
Education
Harvard Business School 2010 — 2014
Applied Mathematics
Harvard University
Bachelor's degree, Applied Mathematics
Arvindh Kumar Arvindh Kumar's Morgan Stanley Experience July 2003 - June 2007
Job Principal at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo March 2012 - Present
Prospect Capital Management November 2009 - February 2012
Harvard Business School September 2007 - June 2009
Harvard Business School 2007 - 2009
BC Partners June 2008 - September 2008
Morgan Stanley July 2003 - June 2007
Skills
Private Equity, Valuation, Financial Modeling, LBO, Venture Capital, Healthcare Information..., Energy Technology, HR Information...
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Pennsylvania 1999 — 2003
BC Economics, Finance, Management, Spanish
University of Pennsylvania - The Wharton School 1999 — 2003
BS Economics, Finance, Management, Spanish
Thoma Bravo March 2012 - Present
Prospect Capital Management November 2009 - February 2012
Harvard Business School September 2007 - June 2009
Harvard Business School 2007 - 2009
BC Partners June 2008 - September 2008
Morgan Stanley July 2003 - June 2007
Skills
Private Equity, Valuation, Financial Modeling, LBO, Venture Capital, Healthcare Information..., Energy Technology, HR Information...
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Pennsylvania 1999 — 2003
BC Economics, Finance, Management, Spanish
University of Pennsylvania - The Wharton School 1999 — 2003
BS Economics, Finance, Management, Spanish
Drew Graham Drew Graham's Morgan Stanley Experience 1989 - 1991
Job Managing Partner at Ballast Point Ventures
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures 2002 - Present
South Atlantic Venture Funds 1995 - 2001
The Parthenon Group June 1994 - August 1994
Morgan Stanley 1989 - 1991
Education
Harvard Business School 1993 — 1995
MBA
Princeton University 1985 — 1989
AB
Ballast Point Ventures 2002 - Present
South Atlantic Venture Funds 1995 - 2001
The Parthenon Group June 1994 - August 1994
Morgan Stanley 1989 - 1991
Education
Harvard Business School 1993 — 1995
MBA
Princeton University 1985 — 1989
AB
C. Gray Wheeler C. Gray Wheeler's Morgan Stanley Experience 1999 - 2001
Job President, Yale Carolinas Inc.
Industry Machinery
Experience
Yale Carolinas, Inc. April 2004 - Present
Partnership for the City of New York 2002 - 2004
Morgan Stanley 1999 - 2001
Education
Harvard Business School 1997 — 1999
MBA
Princeton University
PhD, Sociology
University of Virginia 1986 — 1990
BA
Yale Carolinas, Inc. April 2004 - Present
Partnership for the City of New York 2002 - 2004
Morgan Stanley 1999 - 2001
Education
Harvard Business School 1997 — 1999
MBA
Princeton University
PhD, Sociology
University of Virginia 1986 — 1990
BA
Bruce McNill's Morgan Stanley Experience 2000 - 2007
Job Chief Trader at Citi
Industry Financial Services
Experience
Citi 2007 - Present
Morgan Stanley 2000 - 2007
Goldman Sachs 1995 - 2000
Lehman Brothers 1991 - 1995
1st Reconnaissance Battalion, USMC 1987 - 1991
Skills
Asset Management, Portfolio Management, Capital Markets, Financial Markets, Financial Modeling, Investments, Fixed Income, Trading Systems, Risk Management, Investment Banking, Options, Securities, Hedge Funds, Reconnaissance, Trading, Derivatives, Sniper, Valuation, Combat, Equities, FX Options, Leadership, Emerging Markets, Alternative Investments, Bloomberg, Bonds, Marksmanship, Series 7, Hedging, Interest Rate..., Corporate Finance, Financial Analysis, Special Operations, Credit, Structured Products, Electronic Trading, Market Risk, Swaps, Equity Derivatives, Proprietary Trading, Trading Strategies, Commodity, Equity Trading, Structured Finance, Equity Research, ETFs, FX trading, Volatility, Equity Valuation, Quantitative Finance
Education
Harvard Business School
Master of Business Administration (M.B.A.), Finance, General
Citi 2007 - Present
Morgan Stanley 2000 - 2007
Goldman Sachs 1995 - 2000
Lehman Brothers 1991 - 1995
1st Reconnaissance Battalion, USMC 1987 - 1991
Skills
Asset Management, Portfolio Management, Capital Markets, Financial Markets, Financial Modeling, Investments, Fixed Income, Trading Systems, Risk Management, Investment Banking, Options, Securities, Hedge Funds, Reconnaissance, Trading, Derivatives, Sniper, Valuation, Combat, Equities, FX Options, Leadership, Emerging Markets, Alternative Investments, Bloomberg, Bonds, Marksmanship, Series 7, Hedging, Interest Rate..., Corporate Finance, Financial Analysis, Special Operations, Credit, Structured Products, Electronic Trading, Market Risk, Swaps, Equity Derivatives, Proprietary Trading, Trading Strategies, Commodity, Equity Trading, Structured Finance, Equity Research, ETFs, FX trading, Volatility, Equity Valuation, Quantitative Finance
Education
Harvard Business School
Master of Business Administration (M.B.A.), Finance, General
Helen Riley's Morgan Stanley Experience 1996 - 1999
Job
Industry Internet
Experience
Google 2014 - Present
Google 2012 - 2015
Google 2011 - 2013
Google 2009 - 2011
Google 2005 - 2009
Google 2003 - 2005
BCG 2001 - 2003
Morgan Stanley 1996 - 1999
Skills
Start-ups, Corporate Development, Strategic Partnerships, Financial Modeling, Strategy, Business Strategy, Management Consulting, Mergers & Acquisitions, Analytics, Venture Capital, Corporate Finance
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA)
University of Oxford
Master of Arts (M.A.)
Google 2014 - Present
Google 2012 - 2015
Google 2011 - 2013
Google 2009 - 2011
Google 2005 - 2009
Google 2003 - 2005
BCG 2001 - 2003
Morgan Stanley 1996 - 1999
Skills
Start-ups, Corporate Development, Strategic Partnerships, Financial Modeling, Strategy, Business Strategy, Management Consulting, Mergers & Acquisitions, Analytics, Venture Capital, Corporate Finance
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA)
University of Oxford
Master of Arts (M.A.)
Andre LaBrie's Morgan Stanley Experience July 2014 - Present
Job Vice President Project and Infrastructure Finance at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Barclays Investment Bank August 2011 - June 2014
Harvard Business School September 2009 - May 2011
US Navy May 2008 - November 2008
US Navy August 2005 - April 2008
US Navy July 2004 - July 2005
US Navy January 2003 - June 2004
Skills
Project Finance, Leveraged Finance, Financial Structuring, Renewable Energy, Power Generation, Oil/Gas, Financial Modeling, Navy, Nuclear, Data Analysis
Education
Harvard Business School 2009 — 2011
MBA, General Management
United States Naval Academy 1998 — 2002
Bachelor of Science (BS), Econometrics and Quantitative Economics
Morgan Stanley July 2014 - Present
Barclays Investment Bank August 2011 - June 2014
Harvard Business School September 2009 - May 2011
US Navy May 2008 - November 2008
US Navy August 2005 - April 2008
US Navy July 2004 - July 2005
US Navy January 2003 - June 2004
Skills
Project Finance, Leveraged Finance, Financial Structuring, Renewable Energy, Power Generation, Oil/Gas, Financial Modeling, Navy, Nuclear, Data Analysis
Education
Harvard Business School 2009 — 2011
MBA, General Management
United States Naval Academy 1998 — 2002
Bachelor of Science (BS), Econometrics and Quantitative Economics
Ben Adams's Morgan Stanley Experience 2003 - 2005
Job Principal, Corporate Development at Intuit
Industry Information Technology and Services
Experience
Intuit August 2014 - Present
Sage Atlantic April 2013 - July 2014
Lindsay Goldberg August 2010 - April 2013
TPG 2005 - 2008
Morgan Stanley 2003 - 2005
Education
Harvard Business School 2008 — 2010
University of Washington 1999 — 2003
Intuit August 2014 - Present
Sage Atlantic April 2013 - July 2014
Lindsay Goldberg August 2010 - April 2013
TPG 2005 - 2008
Morgan Stanley 2003 - 2005
Education
Harvard Business School 2008 — 2010
University of Washington 1999 — 2003
David Walch's Morgan Stanley Experience 2002 - 2004
Job Trader at King Street Capital Management
Industry Investment Management
Experience
King Street Capital Management July 2012 - Present
Perry Capital July 2004 - October 2011
Morgan Stanley 2002 - 2004
Forest City Ratner Companies 1997 - 2000
Education
Harvard Business School 2000 — 2002
Yale University 1991 — 1995
King Street Capital Management July 2012 - Present
Perry Capital July 2004 - October 2011
Morgan Stanley 2002 - 2004
Forest City Ratner Companies 1997 - 2000
Education
Harvard Business School 2000 — 2002
Yale University 1991 — 1995
Andwele Lewis's Morgan Stanley Experience June 2009 - April 2011
Job Executive Director , Private Bank Head of Mortgage Product Development at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Wealth Management May 2011 - July 2012
Morgan Stanley June 2009 - April 2011
Morgan Stanley April 2007 - May 2009
Morgan Stanley July 2004 - April 2007
McKinsey & Company July 1998 - August 2001
Skills
Investment Banking, Management Consulting, Business Modeling, Business Strategy, Financial Analysis
Education
Harvard Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Harvard University 1994 — 1998
AB, Computer Science
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Wealth Management May 2011 - July 2012
Morgan Stanley June 2009 - April 2011
Morgan Stanley April 2007 - May 2009
Morgan Stanley July 2004 - April 2007
McKinsey & Company July 1998 - August 2001
Skills
Investment Banking, Management Consulting, Business Modeling, Business Strategy, Financial Analysis
Education
Harvard Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Harvard University 1994 — 1998
AB, Computer Science
Christopher Daifotis's Morgan Stanley Experience August 2000 - Present
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2000 - Present
Citi Salomon Smith Barney March 1996 - July 2000
Skills
Wealth Management
Education
Harvard Business School 1982 — 1984
MBA, Business Management
Southern Methodist University 1976 — 1980
B.S., Economics/Engineering Systems Analysis
Morgan Stanley August 2000 - Present
Citi Salomon Smith Barney March 1996 - July 2000
Skills
Wealth Management
Education
Harvard Business School 1982 — 1984
MBA, Business Management
Southern Methodist University 1976 — 1980
B.S., Economics/Engineering Systems Analysis
Brooks Blake's Morgan Stanley Experience August 1996 - July 1998
Job Investment Director, Partner Investments
Industry Investment Management
Experience
Bain Capital March 2015 - Present
Verdis Investment Management May 2011 - February 2015
Xander Advisors April 2009 - February 2011
The JBG Companies February 2003 - March 2009
JER Partners July 2002 - February 2003
Winslow Partners July 1998 - October 2000
Morgan Stanley August 1996 - July 1998
Skills
Due Diligence, Asset Managment, Private Equity, Alternative Investments, Finance, Real Estate, Portfolio Management, Asset Management, Restructuring, Real Estate Development, Investments, Capital Markets, Mergers & Acquisitions, Budgets, Emerging Markets, Mutual Funds, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Start-ups, Strategy, Mergers
Education
Harvard Business School 2000 — 2002
University of North Carolina at Chapel Hill 1992 — 1996
BA, Economics and Political Science
Kent School 1988 — 1992
Bain Capital March 2015 - Present
Verdis Investment Management May 2011 - February 2015
Xander Advisors April 2009 - February 2011
The JBG Companies February 2003 - March 2009
JER Partners July 2002 - February 2003
Winslow Partners July 1998 - October 2000
Morgan Stanley August 1996 - July 1998
Skills
Due Diligence, Asset Managment, Private Equity, Alternative Investments, Finance, Real Estate, Portfolio Management, Asset Management, Restructuring, Real Estate Development, Investments, Capital Markets, Mergers & Acquisitions, Budgets, Emerging Markets, Mutual Funds, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Start-ups, Strategy, Mergers
Education
Harvard Business School 2000 — 2002
University of North Carolina at Chapel Hill 1992 — 1996
BA, Economics and Political Science
Kent School 1988 — 1992
Andrea Mainelli's Morgan Stanley Experience August 1990 - June 1991
Job Education Executive & Strategy Consultant
Industry Education Management
Experience
Tyton Partners July 2015 - Present
Charlestown Advisors, LLC January 2014 - Present
OnCourse Learning 2008 - Present
The College Board January 2013 - December 2013
The College Board June 2010 - January 2013
Charlestown Advisors LLC February 2008 - May 2010
Kaplan Financial and Real Estate June 2002 - January 2008
Enron June 1991 - March 2001
Morgan Stanley August 1990 - June 1991
Sullivan & Cromwell LLP July 1987 - July 1988
Skills
Strategy, Mergers, Business Development, Strategic Planning, Management, Higher Education, Community Outreach, Staff Development, Public Speaking, Leadership Development, E-Learning, Start-ups, Leadership, Business Strategy, Program Management, Team Building, Nonprofits
Education
Harvard Business School 1988 — 1990
MBA
Harvard University 1981 — 1985
BA, magna cum laude, Social Studies, International Relations
Tyton Partners July 2015 - Present
Charlestown Advisors, LLC January 2014 - Present
OnCourse Learning 2008 - Present
The College Board January 2013 - December 2013
The College Board June 2010 - January 2013
Charlestown Advisors LLC February 2008 - May 2010
Kaplan Financial and Real Estate June 2002 - January 2008
Enron June 1991 - March 2001
Morgan Stanley August 1990 - June 1991
Sullivan & Cromwell LLP July 1987 - July 1988
Skills
Strategy, Mergers, Business Development, Strategic Planning, Management, Higher Education, Community Outreach, Staff Development, Public Speaking, Leadership Development, E-Learning, Start-ups, Leadership, Business Strategy, Program Management, Team Building, Nonprofits
Education
Harvard Business School 1988 — 1990
MBA
Harvard University 1981 — 1985
BA, magna cum laude, Social Studies, International Relations
Ariel Grignafini's Morgan Stanley Experience 2010 - June 2012
Job Fintech
Industry Financial Services
Experience
Fintech Advisory Inc. July 2011 - Present
Morgan Stanley 2010 - June 2012
Deutsche Bank July 2006 - January 2009
Goldman Sachs September 2005 - June 2006
Education
Harvard Business School 2003 — 2005
Universidad de 'San Andrés' 1999 — 1999
MA in Economics, Macroeconomics and Finance
Universidad Nacional de Rosario 1993 — 1999
INSEAD
Fintech Advisory Inc. July 2011 - Present
Morgan Stanley 2010 - June 2012
Deutsche Bank July 2006 - January 2009
Goldman Sachs September 2005 - June 2006
Education
Harvard Business School 2003 — 2005
Universidad de 'San Andrés' 1999 — 1999
MA in Economics, Macroeconomics and Finance
Universidad Nacional de Rosario 1993 — 1999
INSEAD
Ben Jenkins's Morgan Stanley Experience July 1993 - July 1995
Job Chairman, Digital Bridge Holdings
Industry Telecommunications
Experience
Digital Bridge, LLC October 2013 - Present
The Blackstone Group August 1999 - December 2011
Saunders Karp & Megrue July 1995 - July 1997
Morgan Stanley July 1993 - July 1995
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA)
Stanford University 1989 — 1993
BA, Economics
Digital Bridge, LLC October 2013 - Present
The Blackstone Group August 1999 - December 2011
Saunders Karp & Megrue July 1995 - July 1997
Morgan Stanley July 1993 - July 1995
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA)
Stanford University 1989 — 1993
BA, Economics
Francis Habadah, MBA's Morgan Stanley Experience February 2005 - March 2006
Job Nukunu Capital LLC
Industry Investment Management
Experience
GRACE- Registered as American Grace Charitable Organization March 2011 - Present
Nukunu Capital LLC March 2010 - Present
JPMorgan Chase 2008 - 2008
Equity Trading LLC November 2006 - December 2007
Morgan Stanley February 2005 - March 2006
BP Plc October 2000 - October 2002
Thomson Reuters April 1998 - August 2000
Prudential Investment Managemment September 1999 - May 2000
Skills
Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Fixed Income, Securities, Equities, Insurance, Finance, Hedge Funds, Investments, Asset Management, Trading, Private Equity
Education
Harvard Business School 2002 — 2002
Management Program- Executive Education, Organizational Leadership
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 2000
Master of Business Administration (MBA)/BS, Finance and Strategy
GRACE- Registered as American Grace Charitable Organization March 2011 - Present
Nukunu Capital LLC March 2010 - Present
JPMorgan Chase 2008 - 2008
Equity Trading LLC November 2006 - December 2007
Morgan Stanley February 2005 - March 2006
BP Plc October 2000 - October 2002
Thomson Reuters April 1998 - August 2000
Prudential Investment Managemment September 1999 - May 2000
Skills
Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Fixed Income, Securities, Equities, Insurance, Finance, Hedge Funds, Investments, Asset Management, Trading, Private Equity
Education
Harvard Business School 2002 — 2002
Management Program- Executive Education, Organizational Leadership
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 2000
Master of Business Administration (MBA)/BS, Finance and Strategy
Elizabeth Lyle's Morgan Stanley Experience May 2006 - August 2006
Job Principal at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2015 - Present
The Boston Consulting Group 2013 - 2015
The Boston Consulting Group 2007 - 2013
New York Road Runners May 2011 - July 2011
The Boston Consulting Group (BCG) August 2007 - July 2010
Morgan Stanley May 2006 - August 2006
Skills
Strategy, Management Consulting, Corporate Development, Business Strategy, Financial Modeling
Education
Harvard Business School 2010 — 2012
MBA
University of Virginia 2003 — 2007
Bachelor of Science, Commerce
The Boston Consulting Group 2015 - Present
The Boston Consulting Group 2013 - 2015
The Boston Consulting Group 2007 - 2013
New York Road Runners May 2011 - July 2011
The Boston Consulting Group (BCG) August 2007 - July 2010
Morgan Stanley May 2006 - August 2006
Skills
Strategy, Management Consulting, Corporate Development, Business Strategy, Financial Modeling
Education
Harvard Business School 2010 — 2012
MBA
University of Virginia 2003 — 2007
Bachelor of Science, Commerce
David witzke's Morgan Stanley Experience 2002 - 2003
Job at Citadel PioneerPath Capital
Industry Investment Management
Experience
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Anya Hayden's Morgan Stanley Experience June 2010 - March 2011
Job Venture Capital at Highland Capital Partners
Industry Venture Capital & Private Equity
Experience
Highland Capital Partners May 2015 - Present
Harvard Business School August 2014 - Present
One Kings Lane August 2011 - August 2014
Morgan Stanley June 2010 - March 2011
Deloitte July 2009 - June 2010
Skills
Analytics, Financial Modeling, E-commerce, Data Analysis, Competitive Analysis, Strategy, Management Consulting, Strategic Planning, Valuation, Venture Capital, Business Analysis, Business Intelligence, SQL, Tableau, MySQL, Financial Analysis, Microsoft Dynamics
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2005 — 2009
Highland Capital Partners May 2015 - Present
Harvard Business School August 2014 - Present
One Kings Lane August 2011 - August 2014
Morgan Stanley June 2010 - March 2011
Deloitte July 2009 - June 2010
Skills
Analytics, Financial Modeling, E-commerce, Data Analysis, Competitive Analysis, Strategy, Management Consulting, Strategic Planning, Valuation, Venture Capital, Business Analysis, Business Intelligence, SQL, Tableau, MySQL, Financial Analysis, Microsoft Dynamics
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2005 — 2009
Alison Sander's Morgan Stanley Experience June 1986 - September 1986
Job The Boston Consulting Group
Industry Consumer Services
Experience
The Boston Consulting Group 2005 - Present
AltWheels 2002 - Present
The Boston Consulting Group September 1997 - 2005
Goldman Sachs September 1987 - September 1989
Morgan Stanley June 1986 - September 1986
Skills
Management Consulting, Strategy, Mergers, Strategic Consulting, Entrepreneurship, Venture Capital, Organizational Design, Foresight, Finding growth areas, Business Strategy, Corporate Development, Environmental Policy, Program Management, Competitive Analysis, Strategic Planning, Start-ups, Collaboration, Cross-functional Team..., Forecasting, Change Management, Business Development, Mergers & Acquisitions, Business Transformation, Executive Management, Strategic Partnerships, Emerging Markets, Innovation, Analytics, Private Equity, Organizational..., Acquisition Integration, Restructuring, International Business, Business Planning, International Trade, Executive Coaching, Management, Consulting, Social Entrepreneurship, Strategic Thinking, Financial Modeling, Market Entry, Innovation Management, Thought Leadership, Cleantech, Innovation Consulting, Growth Strategies, Market Analysis
Education
Harvard Business School 1983 — 1987
Master of Business Administration (M.B.A.)
Harvard Law School 1983 — 1987
JD, International law, Cum Laude
The University of Chicago 1977 — 1981
BA, Political Science
The Boston Consulting Group 2005 - Present
AltWheels 2002 - Present
The Boston Consulting Group September 1997 - 2005
Goldman Sachs September 1987 - September 1989
Morgan Stanley June 1986 - September 1986
Skills
Management Consulting, Strategy, Mergers, Strategic Consulting, Entrepreneurship, Venture Capital, Organizational Design, Foresight, Finding growth areas, Business Strategy, Corporate Development, Environmental Policy, Program Management, Competitive Analysis, Strategic Planning, Start-ups, Collaboration, Cross-functional Team..., Forecasting, Change Management, Business Development, Mergers & Acquisitions, Business Transformation, Executive Management, Strategic Partnerships, Emerging Markets, Innovation, Analytics, Private Equity, Organizational..., Acquisition Integration, Restructuring, International Business, Business Planning, International Trade, Executive Coaching, Management, Consulting, Social Entrepreneurship, Strategic Thinking, Financial Modeling, Market Entry, Innovation Management, Thought Leadership, Cleantech, Innovation Consulting, Growth Strategies, Market Analysis
Education
Harvard Business School 1983 — 1987
Master of Business Administration (M.B.A.)
Harvard Law School 1983 — 1987
JD, International law, Cum Laude
The University of Chicago 1977 — 1981
BA, Political Science
Craig Freedman's Morgan Stanley Experience July 1988 - July 1990
Job President at Freedman Seating
Industry Automotive
Experience
Freedman Seating 1992 - Present
Morgan Stanley July 1988 - July 1990
Skills
Project Management, Lean Manufacturing, Automotive, Product Development, Problem Solving, Product Design, Transportation, New Business Development, Manufacturing, Event Planning, Leadership, Team Building, Six Sigma, Strategy, Business Development, Negotiation, Purchasing, Engineering, Supply Chain Management, Strategic Planning, Process Improvement, Forecasting, Continuous Improvement, Budgets, Management, Program Management
Education
Harvard Business School 1990 — 1992
MBA
Northwestern University 1985 — 1988
BA
Freedman Seating 1992 - Present
Morgan Stanley July 1988 - July 1990
Skills
Project Management, Lean Manufacturing, Automotive, Product Development, Problem Solving, Product Design, Transportation, New Business Development, Manufacturing, Event Planning, Leadership, Team Building, Six Sigma, Strategy, Business Development, Negotiation, Purchasing, Engineering, Supply Chain Management, Strategic Planning, Process Improvement, Forecasting, Continuous Improvement, Budgets, Management, Program Management
Education
Harvard Business School 1990 — 1992
MBA
Northwestern University 1985 — 1988
BA
Brooke Reid's Morgan Stanley Experience May 2013 - August 2014
Job Managing Director Fixed Income Capital Markets
Industry Financial Services
Experience
Morgan Stanley May 2013 - August 2014
Morgan Stanley June 2006 - May 2013
Morgan Stanley June 2004 - February 2006
Morgan Stanley December 2001 - June 2004
Enron 1997 - 1999
Morgan Stanley August 1995 - July 1997
Education
Harvard Business School 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Howard University 1992 — 1995
Bachelor’s Degree, International Business and Finance
Morgan Stanley May 2013 - August 2014
Morgan Stanley June 2006 - May 2013
Morgan Stanley June 2004 - February 2006
Morgan Stanley December 2001 - June 2004
Enron 1997 - 1999
Morgan Stanley August 1995 - July 1997
Education
Harvard Business School 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Howard University 1992 — 1995
Bachelor’s Degree, International Business and Finance
Cyrena Chih's Morgan Stanley Experience 2005 - 2007
Job Head of Product, Duck Duck Moose
Industry Entertainment
Experience
Duck Duck Moose December 2012 - Present
Zynga August 2012 - December 2012
Teach for China July 2012 - August 2012
Harvard Business School September 2010 - May 2012
KidZania S.A. de C.V. June 2011 - July 2011
Design Continuum Inc March 2010 - June 2010
The Walt Disney Company August 2007 - March 2010
Morgan Stanley 2005 - 2007
Skills
Business Strategy, Financial Modeling, Strategy, Corporate Development, Financial Analysis, Entrepreneurship, Venture Capital, Valuation, Emerging Markets, Competitive Analysis, Due Diligence
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Princeton University 2001 — 2005
BSE
Duck Duck Moose December 2012 - Present
Zynga August 2012 - December 2012
Teach for China July 2012 - August 2012
Harvard Business School September 2010 - May 2012
KidZania S.A. de C.V. June 2011 - July 2011
Design Continuum Inc March 2010 - June 2010
The Walt Disney Company August 2007 - March 2010
Morgan Stanley 2005 - 2007
Skills
Business Strategy, Financial Modeling, Strategy, Corporate Development, Financial Analysis, Entrepreneurship, Venture Capital, Valuation, Emerging Markets, Competitive Analysis, Due Diligence
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Princeton University 2001 — 2005
BSE
David Wilkinson's Morgan Stanley Experience November 2010 - June 2014
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Morgan Stanley November 2010 - June 2014
Morgan Stanley November 2008 - November 2010
Lehman Brothers June 2008 - November 2008
Skills
Bloomberg, Fixed Income, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Equity Research, Private Equity, Series 7, Bloomberg Terminal, Portfolio Management, Equity, Trading
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), General Management
The George Washington University - School of Business 2004 — 2008
BBA, Finance and International Business, Magna Cum Laude
Morgan Stanley November 2010 - June 2014
Morgan Stanley November 2008 - November 2010
Lehman Brothers June 2008 - November 2008
Skills
Bloomberg, Fixed Income, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Equity Research, Private Equity, Series 7, Bloomberg Terminal, Portfolio Management, Equity, Trading
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), General Management
The George Washington University - School of Business 2004 — 2008
BBA, Finance and International Business, Magna Cum Laude
Greg Coules's Morgan Stanley Experience 1999 - 2003
Job President at JG Coules Advisors
Industry Financial Services
Experience
JG Coules Advisors August 2012 - Present
Private Family Foundation 2005 - Present
Hunter Advisors 2009 - August 2012
Brencourt Advisors March 2007 - April 2008
Metropolitan Capital Advisors January 2004 - March 2007
JPMorgan 2003 - 2004
Morgan Stanley 1999 - 2003
Education
Harvard Business School 1997 — 1999
M.B.A.
University of Chicago Law School 1992 — 1995
J.D., Law
The University of Chicago 1988 — 1992
B.A., Economics
Portage High School
JG Coules Advisors August 2012 - Present
Private Family Foundation 2005 - Present
Hunter Advisors 2009 - August 2012
Brencourt Advisors March 2007 - April 2008
Metropolitan Capital Advisors January 2004 - March 2007
JPMorgan 2003 - 2004
Morgan Stanley 1999 - 2003
Education
Harvard Business School 1997 — 1999
M.B.A.
University of Chicago Law School 1992 — 1995
J.D., Law
The University of Chicago 1988 — 1992
B.A., Economics
Portage High School
Christopher Floyd's Morgan Stanley Experience January 1997 - January 2004
Job Managing Director Head of High Grade Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2004 - Present
Morgan Stanley January 1997 - January 2004
Raymond James Financial Inc. June 1994 - December 1996
US Army June 1988 - May 1992
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Hedge Funds, Trading, Mergers & Acquisitions, Asset Management, Financial Markets, Venture Capital, Trading Systems, Investments, Securities, Financial Structuring, Private Equity, Bloomberg, Bonds, Investment Banking, Structured Products, Derivatives, Series 7, Alternative Investments, Electronic Trading
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania 1984 — 1988
BS, Computer Science
Wells Fargo Securities February 2004 - Present
Morgan Stanley January 1997 - January 2004
Raymond James Financial Inc. June 1994 - December 1996
US Army June 1988 - May 1992
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Hedge Funds, Trading, Mergers & Acquisitions, Asset Management, Financial Markets, Venture Capital, Trading Systems, Investments, Securities, Financial Structuring, Private Equity, Bloomberg, Bonds, Investment Banking, Structured Products, Derivatives, Series 7, Alternative Investments, Electronic Trading
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania 1984 — 1988
BS, Computer Science
Christopher Harland's Morgan Stanley Experience
Job Vice Chairman at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Equities, Hedge Funds, Venture Capital, Valuation
Education
Harvard Business School 1982 — 1984
MBA
Harvard University 1975 — 1979
A.B., Government
Morgan Stanley
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Equities, Hedge Funds, Venture Capital, Valuation
Education
Harvard Business School 1982 — 1984
MBA
Harvard University 1975 — 1979
A.B., Government
Candy Koederitz's Morgan Stanley Experience Managing DirectorMorgan StanleyJanuary 2001 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Managing DirectorMorgan StanleyJanuary 2001 - Present
Morgan Stanley Asia (S) Ltd Pte January 1999 - December 2000
Morgan Stanley Asia Limited November 1996 - December 1998
Morgan Stanley & Co. Incorporated September 1982 - November 1996
Skills
Capital Markets, Equities, Investment Banking, Corporate Finance, Investments, Fixed Income, Hedge Funds, Private Equity, Securities, Alternative Investments, Valuation, Equity Derivatives, Financial Modeling, Derivatives, Venture Capital, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1975 — 1978
Bachelor's Degree, Civil Engineering, 3.96
Morgan Stanley Managing DirectorMorgan StanleyJanuary 2001 - Present
Morgan Stanley Asia (S) Ltd Pte January 1999 - December 2000
Morgan Stanley Asia Limited November 1996 - December 1998
Morgan Stanley & Co. Incorporated September 1982 - November 1996
Skills
Capital Markets, Equities, Investment Banking, Corporate Finance, Investments, Fixed Income, Hedge Funds, Private Equity, Securities, Alternative Investments, Valuation, Equity Derivatives, Financial Modeling, Derivatives, Venture Capital, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1975 — 1978
Bachelor's Degree, Civil Engineering, 3.96
Glenn Reicin's Morgan Stanley Experience 1993 - 2008
Job President at Greyrock Biomedical Advisors, Ltd
Industry Venture Capital & Private Equity
Experience
Greyrock Biomedical Advisors, Ltd June 2013 - Present
Greyrock Biomedical Advisors, Ltd July 2013 - June 2015
Covidien January 2013 - June 2013
Skyline Ventures October 2008 - December 2012
Morgan Stanley 1993 - 2008
Skills
Medical Devices, Management, Mergers & Acquisitions, Start-ups, Venture Capital, Healthcare, Entrepreneurship, Strategy, Investments, Private Equity, Equities, Corporate Development, Financial Analysis, Investment Banking, Pharmaceutical Industry, Valuation, M&A experience, Financial Modeling, Investor Relations, Due Diligence, Equity Research, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA
Greyrock Biomedical Advisors, Ltd June 2013 - Present
Greyrock Biomedical Advisors, Ltd July 2013 - June 2015
Covidien January 2013 - June 2013
Skyline Ventures October 2008 - December 2012
Morgan Stanley 1993 - 2008
Skills
Medical Devices, Management, Mergers & Acquisitions, Start-ups, Venture Capital, Healthcare, Entrepreneurship, Strategy, Investments, Private Equity, Equities, Corporate Development, Financial Analysis, Investment Banking, Pharmaceutical Industry, Valuation, M&A experience, Financial Modeling, Investor Relations, Due Diligence, Equity Research, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA
Deborah C. McLean's Morgan Stanley Experience 1979 - 1993
Job Adjunct Professor at Columbia University (SIPA)
Industry Banking
Experience
Columbia University (SIPA) 2008 - Present
Richmond, The American International University in London 1999 - 2007
Kokua Communications 2000 - 2001
Meadowcroft Securities 1993 - 1998
Morgan Stanley 1979 - 1993
Education
Harvard Business School 1977 — 1979
MBA
Harvard University 1972 — 1976
BA, Government
Columbia University (SIPA) 2008 - Present
Richmond, The American International University in London 1999 - 2007
Kokua Communications 2000 - 2001
Meadowcroft Securities 1993 - 1998
Morgan Stanley 1979 - 1993
Education
Harvard Business School 1977 — 1979
MBA
Harvard University 1972 — 1976
BA, Government
Armen Panossian's Morgan Stanley Experience July 1998 - June 2000
Job at
Industry Investment Management
Experience
Oaktree Capital Management December 2013 - Present
Oaktree Capital Management June 2007 - Present
Pequot Capital July 2004 - June 2007
Kirkland & Ellis LLP June 2001 - August 2002
Morgan Stanley July 1998 - June 2000
Skills
Private Equity, Corporate Development, Venture Capital
Education
Harvard Business School 2000 — 2004
MBA, Business
Harvard Law School 2000 — 2004
JD, Law
Stanford University School of Medicine 1998 — 1999
MS, Health Research & Policy
Stanford University 1994 — 1998
AB, Economics
Oaktree Capital Management December 2013 - Present
Oaktree Capital Management June 2007 - Present
Pequot Capital July 2004 - June 2007
Kirkland & Ellis LLP June 2001 - August 2002
Morgan Stanley July 1998 - June 2000
Skills
Private Equity, Corporate Development, Venture Capital
Education
Harvard Business School 2000 — 2004
MBA, Business
Harvard Law School 2000 — 2004
JD, Law
Stanford University School of Medicine 1998 — 1999
MS, Health Research & Policy
Stanford University 1994 — 1998
AB, Economics
Gene Miao's Morgan Stanley Experience 1987 - 1998
Job Executive Vice President & President of Credit Opportunities at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank 2014 - Present
Highland Capital Management 2007 - 2013
Merrill Lynch 1998 - 2003
Morgan Stanley 1987 - 1998
Skills
Capital Markets, Alternative Investments, Equities, Private Equity, Asset Management, Valuation, Hedge Funds, Fixed Income
Education
Harvard Business School 1985 — 1987
M.B.A., General Management
Harvard University 1979 — 1983
A.B., History
Emigrant Bank 2014 - Present
Highland Capital Management 2007 - 2013
Merrill Lynch 1998 - 2003
Morgan Stanley 1987 - 1998
Skills
Capital Markets, Alternative Investments, Equities, Private Equity, Asset Management, Valuation, Hedge Funds, Fixed Income
Education
Harvard Business School 1985 — 1987
M.B.A., General Management
Harvard University 1979 — 1983
A.B., History
Aaron Morris's Morgan Stanley Experience 1984 - 1986
Job Managing Director, Investments, at First Virtual Group
Industry Investment Management
Experience
First Virtual Group 2012 - Present
First Virtual Group 2009 - September 2012
Sage Associates LLC 2004 - 2009
Golden Gate Capital 2000 - 2003
Hedgehog Corporation 1992 - 2000
Bain & Company 1988 - 1989
Morgan Stanley 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1980 — 1984
BS
First Virtual Group 2012 - Present
First Virtual Group 2009 - September 2012
Sage Associates LLC 2004 - 2009
Golden Gate Capital 2000 - 2003
Hedgehog Corporation 1992 - 2000
Bain & Company 1988 - 1989
Morgan Stanley 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1980 — 1984
BS
Bruce Bockmann's Morgan Stanley Experience 1967 - June 1992
Job Chairman of the Board at Harvard Business School Club of Greater NYC
Industry Nonprofit Organization Management
Experience
WorkHouse NYC 2012 - Present
Harvard Business School Club of Greater NYC 2012 - Present
Oroton Equities 2010 - Present
IPVision, Inc. 2008 - 2010
TechSpace 1998 - 2009
Morgan Stanley 1967 - June 1992
Skills
Leadership, Business Strategy, Strategic Partnerships, Business Development, Finance, Management, Venture Capital, Strategy, Investment Banking, Start-ups, Analysis, Research, Entrepreneurship, Mergers, Private Equity, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Executive Management, Corporate Development, Management Consulting
Education
Harvard Business School 1965 — 1967
MBA, Finance
Bowdoin College 1956 — 1960
BA Cum Laude, Russian History and Philosophy
WorkHouse NYC 2012 - Present
Harvard Business School Club of Greater NYC 2012 - Present
Oroton Equities 2010 - Present
IPVision, Inc. 2008 - 2010
TechSpace 1998 - 2009
Morgan Stanley 1967 - June 1992
Skills
Leadership, Business Strategy, Strategic Partnerships, Business Development, Finance, Management, Venture Capital, Strategy, Investment Banking, Start-ups, Analysis, Research, Entrepreneurship, Mergers, Private Equity, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Executive Management, Corporate Development, Management Consulting
Education
Harvard Business School 1965 — 1967
MBA, Finance
Bowdoin College 1956 — 1960
BA Cum Laude, Russian History and Philosophy
H. Chris Frigon's Morgan Stanley Experience August 1991 - July 1993
Job Director of Private Equity at The Family Office
Industry Venture Capital & Private Equity
Experience
The Family Office January 2011 - Present
The Silverfern Group, Inc. July 2007 - September 2010
LNK Partners July 2005 - June 2007
McCown De Leeuw & Co. 1999 - 2001
Investcorp June 1994 - July 1997
Morgan Stanley August 1991 - July 1993
Accenture 1990 - 1990
Accenture 1990 - 1990
Accenture 1990 - 1990
Skills
Private Equity, Alternative Investments, Equities, Investments, Portfolio Management
Education
Harvard Business School
University of Notre Dame 1987 — 1991
BA, Economics
KCD
The Family Office January 2011 - Present
The Silverfern Group, Inc. July 2007 - September 2010
LNK Partners July 2005 - June 2007
McCown De Leeuw & Co. 1999 - 2001
Investcorp June 1994 - July 1997
Morgan Stanley August 1991 - July 1993
Accenture 1990 - 1990
Accenture 1990 - 1990
Accenture 1990 - 1990
Skills
Private Equity, Alternative Investments, Equities, Investments, Portfolio Management
Education
Harvard Business School
University of Notre Dame 1987 — 1991
BA, Economics
KCD
Carmen B. Torruella's Morgan Stanley Experience March 1994 - December 1995
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
Daniel Mena's Morgan Stanley Experience February 1993 - May 1999
Job Financial Services Professional
Industry Financial Services
Experience
Credit Agricole CIB April 2010 - Present
Merrill Lynch February 2002 - February 2009
DLJ June 1999 - December 2000
Morgan Stanley February 1993 - May 1999
Skills
Emerging Markets, Trading, Management, Capital Markets, Bloomberg, Credit Analysis, Investments, Credit Risk, Financial Markets, High Yield, Banking, Derivatives, Credit, Investment Banking, Portfolio Management, Bonds
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Princeton University 1978 — 1982
Psychology
Credit Agricole CIB April 2010 - Present
Merrill Lynch February 2002 - February 2009
DLJ June 1999 - December 2000
Morgan Stanley February 1993 - May 1999
Skills
Emerging Markets, Trading, Management, Capital Markets, Bloomberg, Credit Analysis, Investments, Credit Risk, Financial Markets, High Yield, Banking, Derivatives, Credit, Investment Banking, Portfolio Management, Bonds
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Princeton University 1978 — 1982
Psychology
Brian Zakutansky's Morgan Stanley Experience September 2012 - Present
Job Head of Agency MBS Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
U.S. Department of the Treasury June 2010 - August 2011
Morgan Stanley July 2004 - March 2009
Skills
Financial Analysis, Housing Finance, Policy Analysis, Public Sector, Intergovernmental..., Governmental Affairs, Financial Modeling, Research, Public Speaking, Financial Risk, Bond Markets, Mortgage Banking, Fixed Income, Fixed Rate Mortgages, Financial Regulation, Financial Statements, Economic Regulation, Bond Pricing, Risk Management, Risk Analysis, Market Risk
Education
Harvard Business School 2009 — 2012
Master of Business Administration (MBA), Graduated with Distinction (top 15% of class)
Princeton University 2000 — 2004
Bachelor of Arts (BA), Economics, Certificate in Corporate Finance, graduated magna cum laude
Morgan Stanley September 2012 - Present
U.S. Department of the Treasury June 2010 - August 2011
Morgan Stanley July 2004 - March 2009
Skills
Financial Analysis, Housing Finance, Policy Analysis, Public Sector, Intergovernmental..., Governmental Affairs, Financial Modeling, Research, Public Speaking, Financial Risk, Bond Markets, Mortgage Banking, Fixed Income, Fixed Rate Mortgages, Financial Regulation, Financial Statements, Economic Regulation, Bond Pricing, Risk Management, Risk Analysis, Market Risk
Education
Harvard Business School 2009 — 2012
Master of Business Administration (MBA), Graduated with Distinction (top 15% of class)
Princeton University 2000 — 2004
Bachelor of Arts (BA), Economics, Certificate in Corporate Finance, graduated magna cum laude
Brent Elkins's Morgan Stanley Experience 2007 - 2009
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock June 2013 - Present
Colony Capital May 2009 - June 2013
Morgan Stanley 2007 - 2009
AMB Property Corporation 2002 - 2007
Morgan Stanley 1996 - 2001
Trammell Crow Company 1990 - 1994
Education
Harvard Business School 1994 — 1996
MBA
Princeton University 1986 — 1990
BA
BlackRock June 2013 - Present
Colony Capital May 2009 - June 2013
Morgan Stanley 2007 - 2009
AMB Property Corporation 2002 - 2007
Morgan Stanley 1996 - 2001
Trammell Crow Company 1990 - 1994
Education
Harvard Business School 1994 — 1996
MBA
Princeton University 1986 — 1990
BA
Britney Winters's Morgan Stanley Experience June 2015 - Present
Job MBA Candidate, Harvard Business School
Industry Oil & Energy
Experience
Morgan Stanley June 2015 - Present
Shell Oil Company April 2012 - July 2014
Accenture February 2010 - April 2012
Credit Suisse July 2008 - October 2009
Credit Suisse June 2007 - August 2007
Skills
Financial Modeling, Business Analysis, Financial Analysis, Data Analysis, Valuation, Strategy, Project Management, Business Strategy, Competitive Analysis, Management Consulting, Business Process..., Analytics, Business Development, Corporate Finance, Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2004 — 2008
Bachelor of Science (BS), Management Science & Engineering
Spelman College
Morgan Stanley June 2015 - Present
Shell Oil Company April 2012 - July 2014
Accenture February 2010 - April 2012
Credit Suisse July 2008 - October 2009
Credit Suisse June 2007 - August 2007
Skills
Financial Modeling, Business Analysis, Financial Analysis, Data Analysis, Valuation, Strategy, Project Management, Business Strategy, Competitive Analysis, Management Consulting, Business Process..., Analytics, Business Development, Corporate Finance, Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2004 — 2008
Bachelor of Science (BS), Management Science & Engineering
Spelman College
Benjamin Landis's Morgan Stanley Experience July 2001 - July 2004
Job Senior Vice President at New Evolution Ventures
Industry Financial Services
Experience
New Evolution Ventures December 2009 - Present
National Basketball Association June 2008 - August 2008
Altivity Packaging January 2007 - July 2007
TPG Capital August 2004 - June 2007
Morgan Stanley July 2001 - July 2004
Education
Harvard Business School 2007 — 2009
Wesleyan University 1997 — 2001
BA, Mathematics-Economics, Computer Science
New Evolution Ventures December 2009 - Present
National Basketball Association June 2008 - August 2008
Altivity Packaging January 2007 - July 2007
TPG Capital August 2004 - June 2007
Morgan Stanley July 2001 - July 2004
Education
Harvard Business School 2007 — 2009
Wesleyan University 1997 — 2001
BA, Mathematics-Economics, Computer Science
Adolfo Morales's Morgan Stanley Experience June 2008 - April 2010
Job Demand Operations Manager at Shell
Industry Chemicals
Experience
Shell September 2014 - Present
Shell September 2012 - September 2014
Morgan Stanley June 2008 - April 2010
Skills
Financial Modeling, Valuation, Emerging Markets, Corporate Finance, Business Strategy, Due Diligence, Strategy, Financial Analysis, Management Consulting, Private Equity, Mergers & Acquisitions, Investment Banking, Entrepreneurship, Strategic Planning, Investments, Capital Markets, Project Management, Cross-functional Team..., Product Management, Asset Management
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Tecnológico de Monterrey 2003 — 2007
Bachelors, Chemical Engineering
ASFM
Shell September 2014 - Present
Shell September 2012 - September 2014
Morgan Stanley June 2008 - April 2010
Skills
Financial Modeling, Valuation, Emerging Markets, Corporate Finance, Business Strategy, Due Diligence, Strategy, Financial Analysis, Management Consulting, Private Equity, Mergers & Acquisitions, Investment Banking, Entrepreneurship, Strategic Planning, Investments, Capital Markets, Project Management, Cross-functional Team..., Product Management, Asset Management
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Tecnológico de Monterrey 2003 — 2007
Bachelors, Chemical Engineering
ASFM
Aakash Patel's Morgan Stanley Experience June 2004 - July 2006
Job Vice President at Blue Wolf Capital
Industry Financial Services
Experience
Blue Wolf Capital October 2013 - Present
Eos Partners August 2010 - September 2013
Thomas H. Lee Partners July 2006 - July 2008
Morgan Stanley June 2004 - July 2006
Education
Harvard Business School 2008 — 2010
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance and Economics
Blue Wolf Capital October 2013 - Present
Eos Partners August 2010 - September 2013
Thomas H. Lee Partners July 2006 - July 2008
Morgan Stanley June 2004 - July 2006
Education
Harvard Business School 2008 — 2010
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance and Economics
Alexander Bal's Morgan Stanley Experience 2005 - 2007
Job Viking Global Investors
Industry Investment Management
Experience
Viking Global Investors August 2015 - Present
Conatus Capital 2011 - 2015
Shumway Capital June 2010 - August 2010
TPG-Axon Capital 2007 - 2009
Morgan Stanley 2005 - 2007
Education
Harvard Business School 2009 — 2011
Williams College 2002 — 2006
Bachelor's, Economics, Mathematics
Viking Global Investors August 2015 - Present
Conatus Capital 2011 - 2015
Shumway Capital June 2010 - August 2010
TPG-Axon Capital 2007 - 2009
Morgan Stanley 2005 - 2007
Education
Harvard Business School 2009 — 2011
Williams College 2002 — 2006
Bachelor's, Economics, Mathematics
David Karsenti's Morgan Stanley Experience June 2010 - February 2011
Job Associate at Warburg Pincus LLC
Industry Financial Services
Experience
Warburg Pincus LLC August 2013 - August 2015
Evercore Partners March 2011 - June 2013
Morgan Stanley June 2010 - February 2011
Sagent Advisors June 2009 - August 2009
Burger King Corporation June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Due Diligence, Capital Markets, Equities, Mergers & Acquisitions, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
B.A, MMSS/Economics
Warburg Pincus LLC August 2013 - August 2015
Evercore Partners March 2011 - June 2013
Morgan Stanley June 2010 - February 2011
Sagent Advisors June 2009 - August 2009
Burger King Corporation June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Due Diligence, Capital Markets, Equities, Mergers & Acquisitions, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
B.A, MMSS/Economics
Darren Thompson's Morgan Stanley Experience June 1985 - January 1998
Job EVP Strategy and CFO, B2R Finance
Industry Financial Services
Experience
B2R Finance February 2015 - Present
RailField Realty Partners September 2011 - Present
Avenue Capital Group, Mutual Funds January 2011 - Present
Boulevard Acquisition Corp 2014 - June 2015
American Express January 2010 - December 2010
Revolution Money October 2006 - December 2010
Avenue Capital Group September 2005 - September 2006
Fannie Mae February 2002 - August 2005
Goldman Sachs February 1998 - June 2001
Morgan Stanley June 1985 - January 1998
Skills
Portfolio Management, Strategy, Credit Analysis, Management, Capital Markets, Financial Analysis, Start-ups, Finance, Forecasting, Credit Risk, Risk Management, Private Equity, Credit, Leadership, Business Strategy, Financial Risk..., Asset Management, Financial Risk, Hedge Funds, Structured Finance, Strategic Planning, Financial Services
Education
Harvard Business School 1987 — 1989
MBA, General Management
Harvard University 1981 — 1985
A.B., Biochemistry
B2R Finance February 2015 - Present
RailField Realty Partners September 2011 - Present
Avenue Capital Group, Mutual Funds January 2011 - Present
Boulevard Acquisition Corp 2014 - June 2015
American Express January 2010 - December 2010
Revolution Money October 2006 - December 2010
Avenue Capital Group September 2005 - September 2006
Fannie Mae February 2002 - August 2005
Goldman Sachs February 1998 - June 2001
Morgan Stanley June 1985 - January 1998
Skills
Portfolio Management, Strategy, Credit Analysis, Management, Capital Markets, Financial Analysis, Start-ups, Finance, Forecasting, Credit Risk, Risk Management, Private Equity, Credit, Leadership, Business Strategy, Financial Risk..., Asset Management, Financial Risk, Hedge Funds, Structured Finance, Strategic Planning, Financial Services
Education
Harvard Business School 1987 — 1989
MBA, General Management
Harvard University 1981 — 1985
A.B., Biochemistry
Brian Osias's Morgan Stanley Experience 1999 - 2002
Job Partner at Oskie Capital
Industry Investment Management
Experience
Oskie Capital January 2010 - Present
US Treasury 2009 - 2009
Tremblant Capital 2006 - 2009
The Blackstone Group 2002 - 2004
Morgan Stanley 1999 - 2002
Education
Harvard Business School 2004 — 2006
MBA
Yale University 1995 — 1999
BA, Economics
Upper Dublin
Oskie Capital January 2010 - Present
US Treasury 2009 - 2009
Tremblant Capital 2006 - 2009
The Blackstone Group 2002 - 2004
Morgan Stanley 1999 - 2002
Education
Harvard Business School 2004 — 2006
MBA
Yale University 1995 — 1999
BA, Economics
Upper Dublin
Cynthia Hickman's Morgan Stanley Experience 2004 - 2010
Job CEO at mobiXpay
Industry Information Technology and Services
Experience
mobiXpay 2010 - Present
Morgan Stanley 2004 - 2010
McGraw-Hill Education 2000 - 2003
Swiss Re America 1996 - 1999
Kaplan 1992 - 1996
McKinsey & Company 1989 - 1992
Skills
Start-ups, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Strategic Partnerships, Private Equity
Education
Harvard Business School
Harvard Law School
Harvard University
A.B., Economics and History
mobiXpay 2010 - Present
Morgan Stanley 2004 - 2010
McGraw-Hill Education 2000 - 2003
Swiss Re America 1996 - 1999
Kaplan 1992 - 1996
McKinsey & Company 1989 - 1992
Skills
Start-ups, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Strategic Partnerships, Private Equity
Education
Harvard Business School
Harvard Law School
Harvard University
A.B., Economics and History
Damali Bond (Brown)'s Morgan Stanley Experience March 2004 - February 2007
Job Principal Blackstone / Park Hill Group
Industry Investment Management
Experience
The Blackstone Group - Park Hill February 2011 - Present
FrontPoint Partners / Morgan Stanley August 2010 - December 2010
Morgan Stanley Investment Management February 2007 - June 2008
Morgan Stanley March 2004 - February 2007
Morgan Stanley June 2003 - March 2004
Education
Harvard Business School
MBA
Spelman College
BA, Economics
The Blackstone Group - Park Hill February 2011 - Present
FrontPoint Partners / Morgan Stanley August 2010 - December 2010
Morgan Stanley Investment Management February 2007 - June 2008
Morgan Stanley March 2004 - February 2007
Morgan Stanley June 2003 - March 2004
Education
Harvard Business School
MBA
Spelman College
BA, Economics
Christopher Harland's Morgan Stanley Experience June 1983 - September 2015
Job Partner at PJT Partners
Industry Investment Banking
Experience
PJT Partners September 2015 - Present
Morgan Stanley June 1983 - September 2015
Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Equities, Due Diligence, Hedge Funds
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Baker Scholar
Harvard University 1975 — 1979
A.B. Magna Cum Laude, Government
PJT Partners September 2015 - Present
Morgan Stanley June 1983 - September 2015
Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Equities, Due Diligence, Hedge Funds
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Baker Scholar
Harvard University 1975 — 1979
A.B. Magna Cum Laude, Government
Holly Friedsam's Morgan Stanley Experience 1990 - 2003
Job
Industry
Experience
Morgan Stanley 1990 - 2003
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
University of penn 1986 — 1990
University of penn
Morgan Stanley 1990 - 2003
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
University of penn 1986 — 1990
University of penn
Freddie Martignetti's Morgan Stanley Experience June 2010 - August 2010
Job Partner at Suffolk Equity
Industry Venture Capital & Private Equity
Experience
Suffolk Equity Partners December 2011 - Present
Liquor.com January 2013 - Present
Morgan Stanley June 2010 - August 2010
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2006 - September 2008
Education
Harvard Business School 2009 — 2011
Harvard University 2002 — 2006
AB, History
Phillips Academy 1998 — 2002
9 through 12
Suffolk Equity Partners December 2011 - Present
Liquor.com January 2013 - Present
Morgan Stanley June 2010 - August 2010
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2006 - September 2008
Education
Harvard Business School 2009 — 2011
Harvard University 2002 — 2006
AB, History
Phillips Academy 1998 — 2002
9 through 12
Amanda Ugarte's Morgan Stanley Experience August 2009 - Present
Job Vice President Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
Morgan Stanley March 2004 - July 2007
Education
Harvard Business School 2007 — 2009
MBA
Wellesley College 2000 — 2004
BA, Economics and Psychology
Morgan Stanley August 2009 - Present
Morgan Stanley March 2004 - July 2007
Education
Harvard Business School 2007 — 2009
MBA
Wellesley College 2000 — 2004
BA, Economics and Psychology
Dwight Sipprelle's Morgan Stanley Experience 1984 - 2000
Job CEO, Sipprelle Capital Advisors
Industry Investment Management
Experience
Arx Investment Management 2000 - 2008
Morgan Stanley 1984 - 2000
Skills
Investments, Asset Management, Private Equity, Alternative Investments, Hedge Funds, Equities, Capital Markets, Investment Banking, Valuation, Management, Financial Modeling, Fixed Income, Derivatives, Corporate Finance, Securities, Venture Capital, Portfolio Management
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General, Baker Scholar
Williams College 1976 — 1980
Bachelor's degree, Political Economy, Cum Laude, Phi Beta Kappa
Arx Investment Management 2000 - 2008
Morgan Stanley 1984 - 2000
Skills
Investments, Asset Management, Private Equity, Alternative Investments, Hedge Funds, Equities, Capital Markets, Investment Banking, Valuation, Management, Financial Modeling, Fixed Income, Derivatives, Corporate Finance, Securities, Venture Capital, Portfolio Management
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General, Baker Scholar
Williams College 1976 — 1980
Bachelor's degree, Political Economy, Cum Laude, Phi Beta Kappa
Ariel Zwang's Morgan Stanley Experience 1985 - 1988
Job CEO at Safe Horizon
Industry Nonprofit Organization Management
Experience
Safe Horizon July 2008 - Present
New York Cares January 2001 - June 2008
HUD September 1999 - December 2000
Women's Housing and Economic Development Corp (WHEDCO) 1995 - 1999
NYC Department of Education 1992 - 1995
The Boston Consulting Group 1990 - 1992
Morgan Stanley 1985 - 1988
Skills
Public Relations, Program Development, Non-profits, Volunteer Management, Business Strategy, Community Outreach, Grant Writing, Fundraising, Strategy, Entrepreneurship, Management, Leadership Development, Organizational..., Public Speaking, Program Management, Strategic Planning, Nonprofits, Government, Workshop Facilitation
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
Harvard College 1981 — 1985
AB, Applied Mathematics
Safe Horizon July 2008 - Present
New York Cares January 2001 - June 2008
HUD September 1999 - December 2000
Women's Housing and Economic Development Corp (WHEDCO) 1995 - 1999
NYC Department of Education 1992 - 1995
The Boston Consulting Group 1990 - 1992
Morgan Stanley 1985 - 1988
Skills
Public Relations, Program Development, Non-profits, Volunteer Management, Business Strategy, Community Outreach, Grant Writing, Fundraising, Strategy, Entrepreneurship, Management, Leadership Development, Organizational..., Public Speaking, Program Management, Strategic Planning, Nonprofits, Government, Workshop Facilitation
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
Harvard College 1981 — 1985
AB, Applied Mathematics
Alec Ellison's Morgan Stanley Experience August 1984 - August 1986
Job Vice Chairman at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2003 - Present
Jefferies & Company 2003 - Present
Broadview International August 1988 - December 2003
Morgan Stanley August 1984 - August 1986
Skills
Venture Capital, Strategic Partnerships, Private Equity, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Due Diligence, Business Strategy, Management, Asset Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Yale University 1980 — 1984
Bachelor of Arts (B.A.), History and Economics
Jefferies & Company 2003 - Present
Jefferies & Company 2003 - Present
Broadview International August 1988 - December 2003
Morgan Stanley August 1984 - August 1986
Skills
Venture Capital, Strategic Partnerships, Private Equity, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Due Diligence, Business Strategy, Management, Asset Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Yale University 1980 — 1984
Bachelor of Arts (B.A.), History and Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS