Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
California Office of the Attorney General June 2015 - Present
Stanford Law School and the Stanford Graduate School of Business 2014 - Present
HaywardEditing.com January 2014 - Present
New Yorkers for de Blasio October 2013 - November 2013
Cory Booker for US Senate July 2013 - October 2013
Morgan Stanley June 2011 - July 2013
Deutsche Bank June 2010 - August 2010
Office of United States Senator Barack Obama June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Financial Modeling, Corporate Finance, Fixed Income, Investment Banking, Bloomberg, Private Equity, Valuation, Due Diligence, Capital IQ, SQL, Credit Analysis, Bonds, Series 7, DCF, Bloomberg Terminal, Political Campaigns, Mergers & Acquisitions, Capital Markets, Economics, Field, Public Policy, Municipal Bonds, Campaign Advance, Communications, SEO
Education
Stanford University Graduate School of Business 2014 — 2018
JD/MBA
Stanford University Law School 2014 — 2018
JD/MBA
Harvard University 2007 — 2011
A.B., Government
University of Cambridge 2009 — 2009
Phillips Exeter Academy 2004 — 2007
Resurrection Grammar School 2000 — 2003
Morgan Stanley April 2014 - Present
Morgan Stanley 2010 - April 2014
Oliver Wyman 2005 - 2008
Skills
Mergers, Management Consulting, Financial Analysis, Financial Modeling, Investment Banking, Business Strategy, Corporate Finance, Mergers & Acquisitions, Valuation
Education
University of Pennsylvania 2008 — 2010
MA, Lauder Program
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Harvard University 2000 — 2004
AB, Social Studies
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Williams and Connolly LLP September 2014 - Present
U.S. Courts June 2013 - June 2014
Williams & Connolly LLP May 2012 - July 2012
Harvard Law School May 2010 - February 2012
Cravath, Swaine & Moore LLP May 2011 - August 2011
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Kilpatrick Stockton June 2007 - July 2007
Education
Harvard Law School 2010 — 2013
J.D.
Harvard University 2006 — 2010
A.B., Economics
St. Pius X 2002 — 2006
Immaculate Heart of Mary, Atlanta, GA
Bank of America Merrill Lynch March 2014 - Present
Charitable Connect 2010 - Present
Morgan Stanley March 2012 - June 2013
Johnson & Johnson 2007 - 2009
Pioneer Investment Management 1999 - 2006
Skills
Marketing, Project Management, B2B, Strategy, Brand Management, Competitive Analysis, Product Marketing, Market Research, Marketing Strategy, Cross-functional Team..., Marketing Management, Digital Marketing, Market Planning, Pricing, Marketing Research, Product Management, Marketing Communications, Market Analysis, Product Development, Integrated Marketing, Training, Business Development, CRM, Leadership
Education
Michigan State University - The Eli Broad College of Business 2006 — 2008
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Harvard Extension School 2003 — 2005
Foundation in graduate coursework: Marketing & Change Management
University of New Hampshire 1993 — 1997
BS, Economics & Environmental Resources
Various 2005 - Present
Rhythm (Acquired) 2009 - 2013
Counsyl 2008 - 2008
Brijit 2006 - 2008
The Carlyle Group 2005 - 2007
Morgan Stanley 2004 - 2005
Salomon Smith Barney 2001 - 2004
WhatCurse? - A Red Sox Fan Site 2000 - 2002
Education
Harvard University 1997 — 2001
AB, Special Concentration in Computer Science & Public Policy
Planet Labs January 2014 - Present
Doteable September 2012 - January 2014
Morgan Stanley July 2010 - August 2012
Harvard University May 2008 - December 2009
Jefferies & Company June 2009 - August 2009
Education
Harvard University 2006 — 2010
A.B.
Greenhill & Co. January 2008 - Present
Morgan Stanley 2000 - 2008
Cravath, Swaine & Moore 1994 - 1997
Skills
LBO, Emerging Markets, Asset Managment, Corporate Finance, Mergers, Corporate Development, Restructuring, Investments, Capital Markets, Due Diligence, Equities, M&A experience, Venture Capital, Financial Modeling, Private Placements, Hedge Funds, Alternative Investments, Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Leveraged Finance, Finance, Divestitures, Securities, Acquisitions, Structured Finance, Financial Analysis, Strategy, Structured Products, IPO, Corporate Governance, Hunting, Special Situations, Business Valuation, Debt Restructuring, Financial Structuring, Capital Raising, Buyouts, Growth Capital, Joint Ventures
Education
Harvard Law School 1991 — 1994
Juris Doctor (J.D.)
Stanford University 1986 — 1990
Bachelor of Arts (B.A.)
Redwood
Redwood
Legal Aid South Africa May 2015 - July 2015
Latham & Watkins LLP May 2014 - July 2014
Teach For China June 2012 - May 2014
Google June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Howard University School of Business 21st Century Advantage Program January 2009 - May 2010
Skills
Microsoft Excel, Facebook, Social Media, Microsoft Office, Event Planning, Microsoft Word, Public Speaking, Research, Social Networking, Teaching, PowerPoint, Team Leadership, Leadership, Fundraising
Education
Harvard Law School 2014 — 2017
Doctor of Law (J.D.)
Howard University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
McKinsey & Company July 2006 - May 2014
McKinsey & Company July 2004 - June 2006
McKinsey & Company July 2001 - June 2004
McKinsey & Company September 1999 - June 2001
McKinsey & Company May 1998 - August 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 1997 - August 1997
US Airways July 1996 - September 1996
Morgan Stanley June 1995 - August 1995
The Dow Chemical Company June 1994 - August 1994
Skills
Travel, Airlines, Airline Management, Airline Economics, Hotels, Hotel Management, Hotel Administration, Pricing, Loyalty Programs, Strategic Consulting, Management Consulting, Marketing Strategy, Business Transformation, Fleet Management, Operations Management, Leadership, Transportation..., Logistics Management, Organizational Design, Organizational..., Strategic Planning, Business Process..., Business Strategy, Yield Management
Education
Harvard Law School 1996 — 1999
Doctor of Law (JD)
Harvard University 1992 — 1996
Bachelor of Arts (BA), Economics
Phillips Academy (Andover) 1987 — 1991
Green Vale School
123Fstop LLC August 2002 - January 2015
Morgan Stanley June 2006 - December 2007
Goldman Sachs June 2004 - August 2004
Skills
Financial Analysis, Strategic Planning, Project Management, Microsoft Office, Financial Modeling, Microsoft Excel, Salesforce.com...
Education
Harvard Extension School 2010 — 2014
Master's Degree, Business Administration and Management, General
University of Virginia 2002 — 2006
Bachelor's Degree, Finance, General
Mamaroneck, New York 1998 — 2002
High School
Arsenic Magazine April 2015 - Present
Armoire January 2014 - Present
Creative Artists Agency January 2003 - January 2014
Morgan Stanley August 1999 - November 2002
Skills
Social Media Marketing, Audience Development, Creative Content..., Mobile Platforms, Business Development, Entrepreneurship, Strategy, Strategic Partnerships, Team Building, Leadership, Social Media Advertising, Management, Business Strategy, Marketing Strategy, Strategic Planning, Strategic Communications, Maintaining Strong..., Team Management, CRM, Market Research, Social Media, Online Media Management, Model Casting, Digital Photography, Film Production, Short Films, Mergers & Acquisitions, Investments, Finance, Financial Modeling, Digital Media
Education
Harvard Law School 1996 — 1999
JD
University of Michigan 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Donald G. Kempf, Jr., P.C. 2005 - Present
University of South Carolina Law School 2013 - Present
Giant Screen Films 1998 - Present
University of Colorado Law School 2006 - 2012
Morgan Stanley 1999 - 2005
Kirkland & Ellis 1965 - 2000
Education
Harvard Law School 1962 — 1965
Bachelor of Laws (LLB)
The University of Chicago - Booth School of Business
MBA
Villanova University 1955 — 1959
AB, History
Morgan Stanley October 2014 - Present
McBreen, Neubauer & Associates - Northwestern Mutual February 2012 - January 2014
Gabe's Backstage Lounge February 2008 - August 2012
McBreen, Neubauer & Associates - Northwestern Mutual September 2011 - February 2012
THE NKO GROUP - CHICAGO MERCANTILE EXCHANGE (CME) November 2009 - November 2010
Education
Lake Forest College 2005 — 2009
Bachelor of Arts (B.A.), Business & International Relations
Harvard University 2003 — 2003
Summer School Program/Business Studies
Prosser Career Academy 2001 — 2005
Business Administration and Management
Morgan Stanley July 2000 - Present
Latham & Watkins May 1997 - June 2000
Weil Gotshal and Manges September 1994 - May 1997
Skills
Corporate Law, Compliance, Securities, Risk Management, Securities Regulation, Outsourcing, Corporate Governance, Litigation, Outsourcing Regulation, Customer Asset..., General Corporate..., Intellectual Property, Mergers & Acquisitions, Contract Negotiation, Capital Markets, Series 24, Series 7, E-commerce, Due Diligence, Trademarks, Asset Management, Patents, Finance, Equities, Copyright Law, Licensing, Finance Compliance, Securities Operations, Fixed Income, Infrastructure, Talent Management
Education
University of Virginia School of Law 1991 — 1994
JD
Harvard University 1986 — 1990
AB, Social Studies
Ethical Culture Fieldston School 1973 — 1986
Credit Suisse January 2015 - Present
Credit Suisse September 2012 - Present
Credit Suisse June 2008 - August 2012
Morgan Stanley 2004 - 2008
Cravath, Swaine & Moore LLP September 2000 - August 2004
Skills
International Tax, Cross-border..., Structured Finance, Financial Structuring, Tax Law, Strategic Financial..., Transfer Pricing, Capital Markets, Private Equity, Tax, Mergers, Corporate Tax, Restructuring
Education
Harvard Law School 1997 — 2000
JD, Law
University of Miami - School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Approach Guides 2004 - Present
Cleantech Approach 2009 - 2011
Morgan Stanley 2000 - 2002
Banc of America Securities / Montgomery 1996 - 2002
Education
Harvard University 1990 — 1994
BA
Warburg Pincus August 2012 - July 2014
Credit Suisse July 2010 - July 2012
Morrison & Foerster LLP November 2007 - June 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley August 2008 - January 2009
RCR Real Estate June 2007 - August 2007
Education
Harvard Business School
New York University - Leonard N. Stern School of Business 2006 — 2010
Bs, Finance and Economics
Warburg Pincus LLC August 2015 - Present
Harvard China Forum September 2011 - May 2015
Harvard-Radcliffe Chinese Students Association September 2011 - December 2014
Harvard Student Agencies November 2011 - September 2014
Morgan Stanley June 2014 - August 2014
Hillhouse Capital (高瓴资本) May 2014 - June 2014
China Development Bank January 2014 - January 2014
Primavera Capital June 2013 - August 2013
China Vanke May 2013 - June 2013
Skills
Leadership, Management, Business Strategy, Public Speaking, Private Equity, Finance, Investments, Strategic Partnerships, Financial Analysis, Financial Modeling, Entrepreneurship, Communication, Economics, Event Planning, Fundraising, Valuation
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Hillsborough High School 2008 — 2011
Kroll April 2012 - Present
City of Yonkers 2010 - 2012
Morgan Stanley 2005 - 2008
Westchester County, NY District Attorney's Office 2001 - 2004
Queens District Attorney's Office 1998 - 2001
Education
Harvard Law School 1995 — 1998
Doctor of Law (J.D.)
University of Pennsylvania 1991 — 1995
Bachelor's and Master's degrees, English
U.S. Securities and Exchange Commission May 2015 - July 2015
Morgan Stanley June 2012 - July 2014
CIBC World Markets May 2011 - August 2011
Endeavour Volunteer Consulting for Non-Profits (Endeavour) September 2010 - July 2011
The Princeton Review August 2009 - April 2011
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
York University - Schulich School of Business 2008 — 2012
iBBA, Finance
The Hong Kong University of Science and Technology 2012 — 2012
Exchange Semester, Business Management
Lorne Park Secondary School 2004 — 2008
Morgan Stanley July 2010 - Present
Tellus Investors May 2008 - June 2010
Morgan Stanley May 2002 - May 2008
Polestar Capital Group May 2000 - May 2002
Shearman & Sterling LLP September 1993 - May 2000
Skills
Real Estate, Budgets, Microsoft Excel, Strategic Planning, Due Diligence, Financial Modeling, Investments, Negotiation, Asset Management, Capital Markets, Investment Banking, Private Equity, Real Estate Economics, Valuation, Management
Education
Harvard Law School 1990 — 1993
Juris Doctor (J.D.)
Massachusetts Institute of Technology 1985 — 1989
Bachelor's Degree, Computer Science and Electrical Engineering
Changing Our World, Inc. June 2012 - Present
Right To Play March 2014 - September 2014
Escape for GOOD November 2010 - May 2012
UGIVE.ORG September 2007 - May 2012
Taft Museum of Art February 2007 - February 2008
Duke Energy Corporation June 2001 - June 2003
Morgan Stanley June 1997 - June 2001
Skills
Fundraising, Non-profits, Public Speaking, Volunteer Management, Public Relations, Event Management, Strategic Planning, Event Planning, Start-up Ventures, Social Media, Nonprofits, Leadership Development, Community Development, Coaching, Grant Writing, Strategic Communications, Philanthropy, Entrepreneurship, Grants, Training, Program Management, Social Networking, Strategy, Community Outreach, Team Building, Marketing Communications, Organizational..., Media Relations, Board Development, Marketing, Marketing Strategy, Leadership, Blogging, Program Development, Social Media Marketing, Small Business, Start-ups
Education
Harvard University 1993 — 1997
AB, Economics
Harvard University 1993 — 1997
Economics, Economics
Google July 2014 - Present
Apperian, Inc. July 2013 - August 2013
HealthTap June 2013 - July 2013
Barclays Bank 2011 - 2012
The Boston Consulting Group 2009 - 2011
CU Royal Naval Unit September 2008 - November 2009
CU Entrepreneurs September 2008 - June 2009
Morgan Stanley June 2008 - September 2008
Cambridge University Air Squadron December 2005 - August 2008
Cambridge University Investment Club 2007 - 2008
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Cambridge - Judge Business School 2008 — 2009
MPhil Finance
University of Cambridge 2005 — 2008
BA
Massachusetts Institute of Technology 2006 — 2007
Harvard University 2007 — 2007
Coastal Management, LLC October 2014 - Present
AllianceBernstein June 2011 - June 2014
Tower Research Capital July 2008 - March 2011
Deutsche Bank April 2004 - July 2008
Morgan Stanley March 2000 - April 2004
Tudor Investment Corporation June 1998 - March 2000
Skills
Equities, Trading, Portfolio Management, Hedge Funds, Strategy, Quantitative Finance, Risk Management, Electronic Trading, Derivatives, Capital Markets, Fixed Income, Proprietary Trading, Trading Systems, Alternative Investments, Equity Derivatives, Credit Derivatives, Quantitative Strategies, Options, University Teaching, Nonprofits, Organizational...
Education
Harvard University 1997 — 1998
SM
Harvard University 1994 — 1998
AB
Barclays Investment Bank July 2015 - Present
Morgan Stanley June 2014 - August 2014
U.S. Department of the Treasury May 2013 - August 2013
J.P. Morgan July 2009 - July 2012
J.P. Morgan June 2008 - August 2008
Education
Harvard Law School 2012 — 2015
Doctor of Law (JD)
University of Michigan 2005 — 2009
BA
Morgan, Lewis & Bockius LLP June 2014 - August 2014
U.S. Department of Justice, Criminal Division January 2014 - May 2014
United States Attorney's Office (NDCA), Economic Crimes and Securities Fraud Unit June 2013 - August 2013
U.S. Department of Justice, Civil Rights Division September 2011 - July 2012
Stanford Criminal Justice Center December 2010 - June 2011
Charles Hamilton Houston Institute for Race & Justice June 2010 - August 2010
Thelton E. Henderson Center for Social Justice June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Harvard Law School 2012 — 2015
Doctor of Law (J.D.)
Stanford University 2010 — 2011
Master of Arts (M.A.)
Stanford University 2007 — 2011
Bachelor of Arts (B.A.)
University of Oxford 2009 — 2010
Study Abroad
St. Paul's School
Town School for Boys
Harvard Business School August 2014 - Present
Castle Harlan April 2012 - July 2014
Morgan Stanley June 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook, Capital IQ
Education
Harvard Business School
Master of Business Administration (MBA)
Williams College 2006 — 2010
Bachelor of Arts (BA), Political Economy
Rye High School
TE Connectivity December 2013 - Present
The Brink's Company 2013 - 2013
UBS April 2007 - 2012
Savvian February 2004 - January 2007
Morgan Stanley August 1998 - January 2004
Economics Resource Group 1994 - 1996
Analysis Group 1993 - 1994
Skills
Investment Banking, Private Equity, Corporate Development, Private Placements, Valuation, Negotiating Contracts, Financial Modeling, Financial Forecasting, Cross-functional Team..., M&A due diligence, Joint Ventures, Contract Negotiation, Mergers, Executive Management, Due Diligence, Mergers & Acquisitions, Strategy, Strategic Partnerships, Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Harvard University 1989 — 1993
A.B.
Langley High School
Greater New York Area August 2015 - Present
Morgan Stanley 2005 - 2015
Merrill Lynch 1997 - 2005
Morgan Stanley 1986 - 1997
Skills
Capital Markets, Business Analysis, Fixed Income, Equities, Trading Systems, Wealth Management, Financial Services, Risk Management, SDLC, Middle Office, Vendor Management, Project Management, Derivatives, Mutual Funds, Asset Management, Equity Derivatives, Financial Markets, Trading, Securities, Prime Brokerage, Investment Brokerage, Regulatory Reporting
Education
Harvard University
Bachelor of Arts (B.A.)
Morgan Stanley October 2009 - Present
HSBC May 2004 - October 2009
ABN AMRO September 2003 - April 2004
Byte Consulting Inc. January 2001 - August 2003
Prudential Securities August 1995 - November 2000
IBM 1987 - 1989
Skills
Investment Banking, Capital Markets, Structured Finance, Securitization, Structuring, Loan Portfolio Analysis, Financial Structuring, Credit Derivatives, Credit, Funding, Analytics, Portfolio Management, Loans, Fixed Income, Securities, Hedge Funds, Investments, Credit Analysis, Valuation, Financial Services, Trading, ABS, Alternative Investments, Financial Modeling, Derivatives, Quantitative Analytics, Structured Products
Education
University of California, San Diego 1989 — 1995
M.A., advanced to Ph.D. candidacy, Cognitive Science
Harvard University 1983 — 1987
A.B., Computational Neuroscience
Bronx HS of Science 1979 — 1983
Riverside Partners July 2012 - Present
Vector Capital August 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Education
Harvard Business School 2010 — 2012
Master, Masters in Business Administration
Middlebury College 2000 — 2004
Bachelor of Arts (BA), Economics, Maths and Computer Science
Aitchison College
Stealth Capital Management, LLC January 2008 - Present
Stealth Capital Management, LLC January 2005 - Present
East Avenue Capital Partners, LLP November 2006 - December 2007
MFS Capital, LLC March 2001 - October 2006
Morgan Stanley December 1998 - February 2001
Education
Harvard Law School 1989 — 1990
LL.M, Law, Business
Sacramento Kings May 2013 - Present
TeleSoft Partners 1996 - Present
The Chatterjee Group / George Soros 1994 - 1996
McKinsey & Company 1989 - 1993
Morgan Stanley June 1988 - August 1988
Tektronix 1984 - 1987
Skills
Venture Capital, Entrepreneurship, Strategic Planning, Marketing Strategy, Product Management, Product Design, Strategic Sales Plans, Strategic Sales, Strategic Sales..., Strategic Partnerships, Corporate Partnership..., Partnership Marketing, Ecosystem Management, Strategic Financial..., Capital Structure, Capital Markets, Human Capital, Recruiting, Board Development, Board Governance, Board of Director..., Start-ups, Corporate Development, Mergers, Private Equity, Executive Management, Product Development, Telecommunications, Mobile Technology, Management Consulting, Angel Investing, Management, Board of Directors, Strategy, Mergers & Acquisitions, Business Development, Business Strategy, SaaS, IPO, Leadership, Due Diligence, Growth Capital
Education
Harvard University 2014 — 2015
Advanced Leadership Fellow, ALI
The Aspen Institute 2001 — 2003
Henry Crown Fellow, Values Based Leadership
Stanford University Graduate School of Business 1987 — 1989
MBA, Entrepreneurship
Washington State University 1980 — 1984
MS and BS, Computer Science
St. Stephen's College 1977 — 1980
BA (Honors), Economics
Mayo College 1972 — 1977
Higher Secondary, Science
NewSchools Venture Fund June 2015 - Present
Teach For America 2013 - 2015
Teach For All 2012 - 2013
Teach For All 2010 - 2012
New Visions for Public Schools 2009 - 2010
Bain & Company 2008 - 2009
Morgan Stanley May 2007 - August 2007
Skills
Data Analysis, Spanish, Microsoft Excel, PowerPoint, Social Media, Event Planning, Strategy, Recruiting, Microsoft Word, Program Development, Policy, Management, Volunteer Management, Public Relations
Education
Harvard University 2004 — 2008
BA, Social Anthropology
Army Heritage Center Foundation March 2012 - Present
Villanova University November 2009 - Present
tw telecom, inc. April 2006 - Present
GJA Advisory Services LLC March 2006 - Present
Waller Capital February 2006 - February 2009
Wachovia Securities, LLC July 2002 - February 2006
Merrill Lynch June 2000 - July 2002
Morgan Stanley February 1994 - June 2000
GE Capital May 1990 - February 1994
Merrill Lynch April 1986 - May 1990
Skills
Mergers, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Corporate Development, Start-ups, Financial Modeling, Investor Relations, Corporate Governance, Investment Banking, Capital Markets, Investments, Equities, Valuation
Education
Harvard Law School 1981 — 1984
JD
Harvard University 1977 — 1981
AB, History
Total Safety US, Inc. August 2013 - Present
R360 Environmental Solutions July 2010 - April 2013
Paine & Partners, LLC 2007 - July 2010
Fox Paine & Company 2001 - 2006
Gryphon Investors 2000 - 2001
SCF Partners 1997 - 1998
Morgan Stanley 1995 - 1997
Skills
Acquisition Integration, Cleantech, Corporate Development, Corporate Finance, Due Diligence, Energy, Engineering, Financial Analysis, Financial Modeling, Investment Banking, Investments, M, Management, Marketing Strategy, Mergers, Mergers, Oil/Gas, Petrochemical, Petroleum, Private Equity, SaaS, Start-ups, Strategy, Upstream, Valuation, Venture Capital, Oil
Education
Harvard Business School 1998 — 2000
MBA
Rice University 1991 — 1995
BS, Chemical Engineering
LP Amina Energy & Environmental August 2012 - Present
China Greentech Initiative January 2009 - July 2010
McKinsey & Company October 2004 - July 2007
Morgan Stanley June 2003 - August 2003
Skills
Strategic Planning, Market Research, Business Strategy, Economics, International Business, Management Consulting, Business Planning, Emerging Markets, Renewable Energy, Competitive Analysis, Energy, Problem Solving, Strategy Development, Sustainability, Cleantech, Strategy, Business Development, Management, Energy Efficiency, Entrepreneurship, Strategic Partnerships, Project Management, Corporate Development
Education
Stanford University 2010 — 2012
Master of Business Administration
Harvard University 2002 — 2004
Bachelor of Arts, Economics
Morgan Stanley May 2014 - Present
Harvard College Bureau of Study Council January 2012 - December 2014
Center for the Implementation of Public Policies for Equity and Growth June 2013 - August 2013
Ministry of Foreign Affairs, Panama June 2012 - August 2012
Skills
Research, Spanish, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Capital Markets, Brazilian Portuguese, Stata, R, PHP, Economics, Data Analysis, Statistics, Event Planning
Education
2011 — 2015
International School of Panama 2008 — 2011
High School Diploma
Credit Suisse 2013 - Present
Morgan Stanley 2010 - 2013
The Blackstone Group 2008 - 2010
Greenhill & Co. 2007 - 2007
Harris Williams & Co. 2004 - 2006
Skills
Capital Markets, Equities, Private Equity, Venture Capital, LBO
Education
Harvard Business School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Virginia 1997 — 2000
Bachelor of Arts, Economics, Political & Social Thought
Maroon Capital Group LLC August 2015 - Present
Premier League Basketball February 2015 - Present
The Metropolitan Museum of Art November 2013 - Present
Atkins Capital Strategies LLC June 2013 - Present
Morgan Stanley July 1990 - June 2013
Lehman Brothers January 1988 - July 1990
Skills
Business Strategy, Strategic Planning, New Business Development, Business Development, Start-ups, Entrepreneurship, Management, Marketing Strategy, Change Management, Strategy, Business Planning, Management Consulting, Corporate Finance, Investment Banking, Finance, Private Equity, Recapitalizations, Financial Structuring, Structured Finance, Financial Modeling, Capital Markets
Education
Harvard Law School 1975 — 1978
Doctor of Law (JD)
Howard University 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Kayne Anderson Real Estate Advisors June 2015 - Present
Greenberg Traurig, LLP September 2012 - May 2015
Latham & Watkins June 2011 - August 2011
Milbank, Tweed, Hadley & McCloy LLP June 2010 - August 2010
Morgan Stanley December 2008 - July 2009
Education
Harvard Law School 2009 — 2012
Doctor of Law (JD)
University of Florida 2005 — 2008
Bachelor of Arts (BA), Economics/Political Science
Bloomingdale's June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
J.Crew October 2010 - May 2012
Office of U.S. Senator Johnny Isakson July 2010 - August 2010
Skills
Project Planning, Teamwork, PowerPoint, Stata, Microsoft Excel, Research, Data Analysis, Social Media, Economics, Microsoft Office, Spanish, Public Speaking
Education
Harvard University 2009 — 2013
BA, Economics
George Walton Comprehensive High School 2005 — 2009
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - August 2015
Morgan Stanley June 2012 - August 2014
Morgan Stanley June 2010 - June 2012
Harvard Business School & National Bureau of Economics Research May 2009 - May 2010
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Equities, Fixed Income, Investment Banking, Equity Research, Private Equity, Economics
Education
Harvard Law School 2014 — 2017
Doctor of Law (J.D.)
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Honors
Dechert LLP April 2015 - July 2015
Morgan Stanley January 2014 - June 2014
Weil Gotshal and Manges July 2013 - December 2013
HEC Junior Conseil January 2012 - December 2012
TOTAL July 2010 - August 2010
Aforge Finance October 2008 - October 2008
Education
Harvard Law School 2015 — 2016
Master of Laws (LL.M.), Droit
HEC School of Management 2011 — 2015
Master of Science (M.Sc.), Management, Classement d'entrée: 11ème, Liste d'excellence: 4ème
Université Paris 1 Panthéon-Sorbonne 2014 — 2015
Master 2, Droit des affaires et fiscalité, Mention Assez Bien
Université Paris 1 Panthéon-Sorbonne 2012 — 2013
Master 1, Droit des affaires et fiscalité, Mention Assez Bien
Lycée Sainte Geneviève (Ginette) 2009 — 2011
Classe préparatoire économique et commerciale voie scientifique
Institut Notre Dame 2008 — 2009
Bacalauréat Série Scientifique, Mention Très Bien
Quantum Capital Management March 2013 - Present
Tano Capital February 2010 - March 2013
Sterling Johnston Capital Managment December 1999 - September 2009
Franklin Templeton Group July 1996 - December 1999
Morgan Stanley July 1991 - July 1994
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Corporate Finance, Finance, Fixed Income, Strategy, Mergers & Acquisitions, Mutual Funds, Financial Services, Private Equity, Venture Capital, Alternative Investments, Equity Research, Securities, Investment Banking, Financial Modeling, Capital Markets, Valuation, Structured Finance, Asset Management, Commodity, Derivatives, Institutional..., Financial Markets, Investment Strategies, Due Diligence, Equity Valuation, Investment Advisory, Corporate Development, Bloomberg, Emerging Markets, Investment Management, Asset Allocation, Commodities, Asset Managment, Mergers
Education
Harvard Business School 1994 — 1996
MBA, General Management
University of California, Berkeley 1986 — 1991
Bachelor of Arts, Economics & Oriental Languages
Episteme Capital Partners (US), LLC August 2009 - Present
JWM Partners, LLC January 2000 - July 2009
Long-Term Capital Management 1997 - 2000
Debevoise & Plimpton November 1994 - July 1997
Morgan Stanley July 1989 - July 1991
Education
Harvard Law School 1991 — 1994
JD
University of California, Berkeley 1985 — 1989
BA, Economics
Posit Science April 2009 - March 2011
Bain & Company August 1987 - June 1990
Morgan Stanley August 1982 - August 1984
Education
Harvard Business School 1985 — 1987
MBA, Business
University of Notre Dame 1978 — 1982
BBA, Finance
The Blackstone Group July 2015 - Present
The Blackstone Group June 2014 - August 2014
Bridgepoint October 2011 - August 2013
Providence Equity Partners August 2010 - October 2011
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
ASSET Chile June 2006 - August 2006
Skills
Private Equity, Investment Banking, LBO, Investments, Valuation, M&A experience, Venture Capital, Financial Modeling, Due Diligence, Mergers & Acquisitions, Emerging Markets, Capital Markets, Business Strategy, Financial Analysis, Corporate Finance
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Harvard University 2004 — 2008
Bachelor of Arts (BA), Economics
Robert College 1999 — 2004
Recombine April 2015 - August 2015
Contactive April 2014 - April 2015
Pixable April 2013 - April 2014
Morgan Stanley June 2011 - April 2013
Yale University August 2007 - May 2011
Skills
Data Analysis, Financial Modeling, Valuation, Mergers & Acquisitions, Strategy, Business Development, Analytics
Education
Yale University 2007 — 2011
Bachelor of Arts, Economics & Mathematics
Amarillo High School 2003 — 2007
Harvard Business School
Master of Business Administration (MBA)
Luminate Capital Partners January 2015 - Present
PDI Software April 2015 - Present
Silver Lake August 1999 - Present
BlackLine August 2013 - Present
Influence Health (formerly MEDSEEK) May 2012 - Present
Opera Solutions August 2011 - Present
Talend October 2010 - Present
i2, Inc. June 2008 - October 2011
Hellman & Friedman July 1995 - July 1997
Morgan Stanley June 1993 - July 1995
Skills
Data Analysis, Venture Capital, Mergers, Private Equity, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Harvard University 1989 — 1993
A.B., Economics
Chantilly HS 1985 — 1989
The Program LLC May 2015 - Present
Littauer Enterprises LLC January 2013 - Present
Morgan Stanley May 2009 - November 2012
Goldman Sachs October 2006 - November 2008
US Embassy Kabul March 2005 - April 2006
United States Department of Defense December 2003 - March 2005
United States Department of Defense July 2003 - December 2003
Deerfoot Lodge 1998 - 2001
Skills
Investments, Economics, Financial Modeling, Research, Financial Analysis, Strategic Planning, Portfolio Management, Analysis, Critical Thinking, Information Technology, Web design
Education
Harvard University 1999 — 2003
AB, Philosophy
Cohasset High School 1995 — 1999
Angel Island Capital August 2015 - Present
Citigroup June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Microsoft Excel, FactSet, Capital IQ, Economics, Research, Mandarin
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
Willkie Farr & Gallagher LLP May 2015 - July 2015
United States Attorney's Office, District of Massachusetts June 2014 - August 2014
Sharpe & Associates June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Skills
Microsoft Excel
Education
Harvard Law School 2013 — 2016
Doctor of Law (JD)
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Honors Program & Finance
Morgan Stanley August 2015 - Present
InSITE September 2013 - May 2015
Morgan Stanley June 2014 - August 2014
New York Angels January 2014 - June 2014
Apax Partners April 2010 - August 2013
[x+1] June 2009 - April 2010
ESPN June 2008 - August 2008
Harvard Business School June 2007 - May 2008
Skills
Analytics, Web Analytics, Venture Capital, Interactive Marketing, Private Equity, Digital Strategy, Digital Media, Strategy, SEM, E-commerce, Market Research, Valuation, Business Modeling, Google Analytics, Digital Marketing, Economics, Social Media, Online Advertising, Omniture, Google Adwords, WebTrends Analytics, comScore, Site Optimisation, E-commerce Optimization, E-commerce SEO, Conversion Optimization, Online Lead Generation, Financial Modeling, Business Strategy
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Finance, General
Harvard University 2005 — 2009
BA, Economics
Choate Rosemary Hall 2003 — 2005
High School Diploma
Lower Canada College 1998 — 2003
High School Diploma
Schroders April 2012 - January 2015
Morgan Stanley August 2011 - April 2012
Towers Watson June 2011 - August 2011
Kellogg School of Management June 2008 - December 2010
Skills
C++, Matlab, Python, R, Minitab, Stata, Excel, Statistics, Investments, Public Speaking, Equities, Quantitative Analytics
Education
University of California, Berkeley 2015 — 2016
Candidate for Master's of Financial Engineering
Harvard Extension School 2014 — 2014
Numerical Analysis
Northwestern University 2008 — 2011
Bachelor's Degree, Economics, Statistics
CFA Institute
Harvard Business School June 2013 - Present
University of San Francisco May 2004 - May 2013
Alterna (Wall Street Systems) 2003 - 2004
Finacity Corporation 2000 - 2003
eVolution Global Partners 1999 - 2000
Fidelity Investments Capital Technology 1997 - 1999
State Street Corporation 1994 - 1997
Morgan Stanley 1989 - 1992
Skills
Software Development, IT Strategy, Entrepreneurship, Program Management, ITIL, Product Development, Strategic Planning, Leadership, Governance, Project Portfolio..., Project Management, Cloud Computing, Product Management, Venture Capital, Mobile Applications, Business Analysis, Team Leadership, Enterprise Architecture, Agile Methodologies, SaaS, Management, Analysis, E-commerce, Strategy, Networking, Business Intelligence, Information Technology, Enterprise Software, IT Management, CRM, Integration, Cross-functional Team..., Business Process..., Start-ups, Management Consulting, Vendor Management, Change Management, Consulting, Outsourcing, Analytics, Business Process, SDLC, Process Improvement, PMO, Software Project..., Security, IT Service Management, Data Center
Education
Harvard Business School 1993 — 1995
MBA, Business Administration
Massachusetts Institute of Technology 1985 — 1989
BS
AIG May 2011 - Present
Morgan Stanley March 2000 - April 2011
Sullivan & Cromwell LLP September 1997 - March 2000
Education
Harvard Law School 1994 — 1997
Juris Doctor (J.D.)
Harvard University 1990 — 1994
Bachelor’s Degree, Economics
Phillips Academy Andover 1986 — 1989
High School
Morgan Stanley August 2015 - Present
Penn Schoen Berland June 2015 - Present
Education
New York University 2013 — 2017
Harvard University 2013 — 2013
Non-Degree
Orange High School 2009 — 2013
Honors Diploma
Goldman Sachs November 2013 - Present
Davis Polk & Wardwell LLP October 2008 - October 2013
Davis Polk & Wardwell LLP June 2007 - August 2007
Legal Assistance Foundation of Metropolitan Chicago June 2006 - August 2006
Morgan Stanley July 2002 - July 2005
Education
Harvard Law School 2005 — 2008
Doctor of Law (JD)
Harvard University 1998 — 2002
Bachelor of Arts (BA), Economics
HL Group September 2015 - Present
Interbrand May 2015 - August 2015
Omnicom Group September 2014 - August 2015
BBDO January 2015 - April 2015
Batten & Company (BBDO Consulting) September 2014 - December 2014
Sephora, LVMH June 2013 - August 2013
Estee Lauder Clinique Laboratories LLC August 2011 - July 2012
Figure Skating in Harlem August 2010 - July 2011
Morgan Stanley FrontPoint Partners LLC July 2008 - August 2010
Morgan Stanley June 2007 - August 2007
Skills
Trading, Fixed Income, Marketing, Sales, Credit, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Due Diligence, Strategy, Corporate Finance, Hedge Funds, Investments, Portfolio Management
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (MBA), Strategic Management and Marketing, Director's List
Harvard College 2004 — 2008
Bachelor of Arts (AB), Economics and Psychology, Cum Laude
Hong Kong International School 2000 — 2004
High School
Palantir Technologies March 2015 - Present
Twitter April 2013 - February 2015
Morgan Stanley June 2011 - April 2013
Education
Harvard University 2007 — 2011
B.A., Psychology & Economics
Precelerator October 2014 - Present
Yang Ventures (advisory) 2013 - Present
Yang Ventures (investments) September 2012 - Present
Check Capital Management Inc. 2011 - 2012
AFI Capital Solutions 2009 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley 1997 - 2002
Education
Harvard Law School
Juris Doctor
University of Southern California
Bachelor of Science
BAE Systems Applied Intelligence June 2014 - Present
HSBC October 2013 - May 2014
Globe Institute of Technology November 2012 - December 2013
Morgan Stanley April 2013 - August 2013
American Express November 2012 - April 2013
Barclays Investment Bank January 2012 - March 2013
The Lab Consulting April 2012 - September 2012
Accenture April 2010 - November 2011
Joseph Capital May 2009 - March 2010
SS&C GlobeOp December 2007 - April 2009
Education
Harvard Business School Executive Education 2013 — 2014
Certificate, Risk Management
New York University 2006 — 2008
MS, Financial Engineering
Polytechnic University 2000 — 2004
Bachelor's degree, Management Information Systems, General
Uber February 2015 - Present
Moelis & Company July 2013 - December 2014
Morgan Stanley May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Bain & Company 2011 - 2011
Bain & Company 2011 - 2011
Morgan Stanley June 2010 - August 2010
St. Paul's School April 2009 - March 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Capital IQ, Windows Sharepoint..., ThomsonOne
Education
Harvard University 2009 — 2013
Bachelor's degree, Government
St. Paul's School 2005 — 2009
Janus Capital Group November 2006 - Present
University of Colorado - Leeds School of Business December 2013 - Present
Janus Capital Group November 2006 - Present
Perkins Investment Management, LLC 2009 - Present
Janus Capital Group June 2003 - Present
Janus Capital Group January 2001 - Present
Morgan Stanley August 1994 - January 2001
Morgan Stanley July 1991 - July 1993
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Asset Allocation, Investments, Fixed Income, Mutual Funds, Investment Management, Portfolio Management, Series 7, Investment Strategies, Wealth Management, Bonds, Global Macro, Institutional..., Finance, Equity Research, Retirement, Bloomberg Terminal, Fixed Income Analysis, Swaps, Strategic Financial..., Financial Advisory, Institutional, Corporate Finance, Credit Derivatives, Structured Finance, Retirement Planning, Portfolio Optimization, Separately Managed..., Pension Funds, Wealth Management..., Financial Services, FINRA, Financial Modeling, High Yield, Investor Relations, Investment Banking, Valuation, Private Equity, Emerging Markets, Financial Markets, Derivatives, Capital Markets, Equity Valuation, Investment Advisory, Securities, Series 63, ETFs
Education
Harvard Law School
Executive Education, Program on Negotiation
Northwestern University - Kellogg School of Management
Executive Education, Forensic Accounting - Fixed Income and Equity analysis
University of Colorado at Boulder 1986 — 1991
Economics, Economics
Lafayette High School - Red Lake Falls, MN 1982 — 1986
Center for Creative Leadership 2008 — 2008
Leadership at the Peak
EducationSuperHighway April 2013 - May 2014
Impact Community Capital LLC 2008 - 2011
Tipping Point Community 2005 - 2007
The Development Fund 2002 - 2003
McKinsey & Company 2000 - 2002
Robin Hood 1999 - 2000
Public Advocates 1997 - 1997
Peace Corps 1994 - 1995
Morgan Stanley 1991 - 1993
Skills
Member of the State Bar..., Published in the..., Non-profits, Strategic Planning, Start-ups, Nonprofits, Community Development, Grants, Business Development
Education
Harvard Law School 1996 — 1999
Doctor of Law (J.D.), Law, cum laude
UC Berkeley Haas School of Business 1987 — 1991
Bachelor of Science (B.S.), Business Administration, magna cum laude
Morgan Stanley June 2015 - Present
Crimson Consulting September 2014 - May 2015
Black Diamond Capital Investors LLC September 2012 - May 2015
Morgan Stanley June 2014 - August 2014
Radcliffe Institute for Advanced Study at Harvard University September 2012 - September 2013
The Chinese University of Hong Kong July 2013 - August 2013
ISAM (International Standard Asset Management) July 2012 - August 2012
Man Group June 2012 - July 2012
Deloitte August 2011 - August 2011
Skills
Stata, R, Statistics, Monte Carlo Simulation, Quantitative Analytics, Matlab, Econometrics, Statistical Modeling, Applied Mathematics, Financial Modeling, Derivatives
Education
Harvard University 2011 — 2015
Bachelor's degree, Statistics
Wellington College 2006 — 2011
Intradiem April 2015 - Present
Seismic Software February 2015 - Present
JMI Equity August 2015 - Present
Applied Systems February 2014 - Present
Paradigm August 2013 - Present
JMI Equity August 2012 - August 2015
Internet Brands August 2012 - June 2014
Google May 2011 - August 2011
Hellman & Friedman August 2008 - August 2010
Morgan Stanley July 2006 - July 2008
Education
Harvard Business School 2010 — 2012
MBA
University of California, Berkeley 2002 — 2006
B.A., B.S.
Morgan Stanley January 2015 - Present
Milbank, Tweed, Hadley & McCloy LLP October 2007 - January 2015
Skills
Corporate Law, Legal Research
Education
Harvard Law School
J.D.
Yale University
B.A., History
Stuyvesant High School
MerryMint 2015 - Present
SnackWalla 2013 - 2015
Kiwi Crate 2011 - April 2013
EdTec May 2011 - July 2011
San Francisco Education Fund June 2010 - August 2010
Children's Hospital of New York-Presbyterian July 2008 - June 2009
Morgan Stanley July 2006 - June 2008
Education
Harvard Business School 2009 — 2011
MBA
University of California, Berkeley 2002 — 2006
Morgan Stanley June 2012 - Present
ForoInnovación June 2010 - August 2010
Harvard School of Engineering and Applied Sciences June 2009 - August 2009
Skills
Research, Capital Markets, Microsoft Excel, Due Diligence, Pro Bono, Closed-end Funds, Project Management, Morningstar, Bloomberg, Bluebook, College Recruiting, Mentoring, Teaching, Motivational Speaking, Leadership, PowerPoint, Data Analysis, Microsoft Office
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Engineering
Westtown School 2004 — 2008
BNY Mellon April 2013 - Present
Paulson Consulting Corporation October 2009 - May 2013
Morgan Stanley June 2005 - November 2008
Deutsche Bank February 1999 - March 2005
Lehman Brothers 1992 - 1999
Morgan Stanley September 1983 - May 1992
Skills
Business Analysis, Project Management, Japanese, Chinese, Non-fiction, Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Hedge Funds, Financial Services, Bloomberg, Vendor Management, Management, Securities, Sybase, Finance, Requirements Gathering, Prime Brokerage, FX Options, Governance, Start-ups, Asset Management, Project Portfolio..., SDLC, PMO
Education
Harvard University 1982 — 1983
Post doctorate, Modern Chinese History
Stanford University 1975 — 1982
Ph.D., Chinese and Japanese Language and History
Washington University in St. Louis 1969 — 1973
A.B., History
Morgan Stanley August 2007 - Present
United States Army May 2000 - May 2005
Skills
Solar Energy, Electric Power, Mergers & Acquisitions, Leadership, Natural Gas, Financial Analysis, Financial Modeling, Financial Accounting, Equities, Project Finance, Company Valuation, Investment Valuation, Financial Statements, Cross-border..., Relationship Management, Building Relationships, Manage Client..., Series 7
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
United States Military Academy at West Point 1996 — 2000
BS, Military History
Counsyl 2013 - Present
TPG Capital 2009 - 2013
TPG Capital 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Development, Venture Capital, LBO, Investment Banking, Special Situations, Emerging Markets, Mergers, Investments, Project Management, Negotiation, Acquisitions, Mergers & Acquisitions
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1999 — 2003
BS, Economics, Biomedical Engineering
Milton Academy 1996 — 1999
Lila Delman Real Estate 2008 - Present
The Rose Partnership 2002 - 2004
Morgan Stanley 1996 - 2000
Goldman Sachs 1987 - 1996
Skills
Financial Markets, Loans, Investment Properties, Luxury, Real Estate, Residential Homes, Real Estate Transactions, Investors, Sales, Commercial Real Estate, Selling, Brokerage
Education
Harvard University 1983 — 1987
AB, Economics
Wilmington Friends School
Morgan Stanley September 2007 - Present
University of Wyoming Foundation 2003 - 2011
Credit Suisse June 1997 - September 2007
Salomon Brothers August 1994 - June 1997
Skills
Financial Analysis, Corporate Finance, Insurance, Pensions, Macroeconomics, Austrian School..., Economic History, Strategic Planning, Capital Markets, Reinsurance, Annuities, Monetary Policy, Federal Reserve, Public Speaking, Research, Report Writing, Economics, Fixed Annuities, Investments, Alternative Investments, Equities, Series 7, Hedge Funds, Risk Management, Securities, ERISA, Investment Banking, Derivatives
Education
Harvard Law School 1990 — 1994
JD, Law
Harvard Kennedy School of Government 1990 — 1994
MPP, International Trade and Finance
University of Wyoming 1987 — 1990
BA, Political Economy
Morgan Stanley January 2015 - Present
Lazard August 2012 - June 2014
J.P. Morgan July 2007 - June 2010
J.P. Morgan July 2004 - June 2007
Skills
Corporate Finance, Leveraged Finance, Cash Flow Forecasting, Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers, Equities, Mergers & Acquisitions
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), General Management
Williams College 2000 — 2004
Bachelor of Arts, Cum Laude, Liberal Arts and Sciences, General Studies and Humanities
University of Virginia School of Law June 2014 - Present
Washington and Lee University July 2007 - June 2014
U.S. Department of Justice June 2009 - January 2014
University of Virginia School of Law May 2011 - May 2012
University of Richmond 2004 - 2008
Shearman & Sterling LLP 2001 - 2004
U.S. Court of Appeals 2001 - 2002
Quinn Emanuel June 2000 - August 2000
WilmerHale June 1996 - September 1996
Morgan Stanley May 1995 - August 1995
Skills
Litigation, CCP, Teaching, Research, Policy, Civil Litigation, Legal Writing, Legal Research, Public Speaking, Editing, Higher Education, Westlaw, Courts, Appeals, University Teaching, Commercial Litigation, Leadership Development, Policy Analysis, Leadership, Writing, Criminal Law
Education
Harvard Law School 1998 — 2001
J.D.
London School of Economics and Political Science 1996 — 1998
M.Sc. (Marshall Scholar)
Morehouse College 1992 — 1996
B.A.
Hampton High School 1988 — 1992
Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Freshmentors September 2012 - April 2013
Fanscape May 2012 - July 2012
Universal Music Group June 2011 - August 2011
Lake Avenue Church October 2007 - April 2009
Skills
Product Management, Product Development, Marketing Strategy, Data Analytics, Python, SQL, PL/SQL, R, Matlab, VBA, Microsoft Excel, Microsoft SQL Server, KDB+, RDBMS, QlikView, Stata, Business Development, Quality Assurance, Enterprise Software, Fixed Income, Bloomberg Terminal, Municipal Bonds, Credit Derivatives, Financial Analysis, Electronic Trading, Series 7, Series 63, Series 3, Economics, Statistics
Education
Harvard University 2010 — 2014
Bachelor's Degree, Economics, Class of 2014
Loyola High School 2006 — 2010
Clinique 2015 - Present
The Estée Lauder Companies Inc. 2012 - Present
American Express 2011 - 2012
The Boston Consulting Group 2006 - 2011
United Nations Development Programme June 2006 - September 2006
U.S. Peace Corps 2002 - 2004
Morgan Stanley 1998 - 2001
Skills
Strategy, Business Strategy, Financial Modeling, Corporate Development, Management Consulting, Business Planning, New Business Development, Emerging Markets, Investment Banking, Marketing
Education
Harvard Business School 2004 — 2006
MBA
Harvard University
BA
Stuyvesant High School
Uber November 2012 - October 2013
Kellogg School of Management August 2010 - June 2012
Merrick Ventures January 2012 - March 2012
Brightpath Capital Partners, LP June 2011 - August 2011
Transom Capital January 2011 - March 2011
Food & Wine Industry 2009 - 2010
Macquarie Capital 2007 - 2009
Morgan Stanley 2004 - 2006
Skills
Principal Investing, Investment Banking, Private Equity, Valuation, Venture Capital, Mergers, Growth Capital, Mergers & Acquisitions
Education
Harvard University 1999 — 2003
BA, Economics, French
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Entrepreneurship & Innovation, Management & Organizations
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
HG Vora Capital Management June 2009 - Present
PricewaterhouseCoopers September 2007 - June 2009
Morgan Stanley April 2001 - June 2003
Willkie Farr & Gallagher LLP October 1999 - April 2001
Education
Harvard Law School 1996 — 1999
JD
University of Michigan 1992 — 1996
BA, Economics and French
Eastman Chemical Company 2015 - Present
Morgan Stanley 2010 - 2015
Morgan Stanley 2006 - 2010
J.P. Morgan 2001 - 2003
Skills
Investment Banking, Capital Markets, Private Equity, LBO, Corporate Finance, Financial Modeling, Valuation, Hedge Funds, Equities, Mergers, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Restructuring, Investment Management
Education
Harvard Law School 2003 — 2006
Doctor of Law (J.D.), Law
University of California, Berkeley 1997 — 2001
Bachelor’s Degree, Business Administration
Hayman Capital 2015 - Present
Venrock Healthcare Partners 2012 - 2015
Hospital for Special Surgery 2008 - 2010
Goldman Sachs 2002 - 2004
Morgan Stanley 2002 - 2002
Education
Harvard Business School
The Johns Hopkins University School of Medicine 2004 — 2008
M.D.
Stanford University 1998 — 2002
B.S., Biological Sciences
Bernstein Value Equities June 2007 - Present
Morgan Stanley 2003 - 2006
McKinsey & Company 2001 - 2003
Deutsche Bank 1996 - 1999
Skills
Valuation, Portfolio Management, Emerging Markets, Investments, Trading, Strategy, Financial Structuring, Structured Products, Financial Modeling, Private Equity, Equity Research, Equities, Investment Banking, Corporate Finance, Capital Markets, Due Diligence
Education
Harvard Business School 1999 — 2001
MBA
London School of Economics and Political Science 1995 — 1996
Master of Science (MSc), Accounting and Finance
Московский Государственный Институт Международных Отношений (Университет) МИД России (МГИМО) 1990 — 1995
Diplom
Cook Pine Capital LLC December 2004 - Present
GiftCertificates.com 1999 - 2003
Morgan Stanley August 1992 - December 1997
Education
Harvard Business School 1990 — 1992
University of Pennsylvania - The Wharton School 1983 — 1986
BS
KPMG US June 2014 - Present
AIG May 2012 - June 2014
Citigroup, Inc. February 2012 - May 2012
Citigroup, Inc. September 2007 - January 2012
Citigroup February 2005 - August 2007
Citi April 2002 - February 2005
Morgan Stanley November 1998 - March 2002
Cleary Gottlieb Steen & Hamilton LLP April 1996 - November 1998
Dewey Ballantine LLP September 1991 - March 1996
Mori Hamada & Matsumoto May 1989 - September 1989
Skills
International Tax, Tax Law, Compliance, Tax, Mergers, Mergers & Acquisitions, Tax Accounting, Income Tax, Auditing, Structured Finance, Tax Advisory, Financial Structuring, Credit, Strategic Thinking, Managerial Skills, Creative Problem Solving, Communication, Management, Due Diligence, Finance, Financial Analysis, Private Equity
Education
Harvard Law School 1988 — 1991
JD, Law
LIU Post 1984 — 1988
BA, Political Science
The Carlyle Group January 2013 - Present
The Carlyle Group August 2010 - December 2012
Orbis Investment Advisory June 2009 - September 2009
The Carlyle Group August 2006 - July 2008
Morgan Stanley April 2004 - July 2006
First Manhattan Consulting Group 2003 - 2004
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Cambridge 2002 — 2003
M.Phil, Classics
Harvard University 1998 — 2002
AB, Study of Religion
Karen H. Kim Law Firm, LLC February 2014 - Present
Bridgewater Associates October 2009 - September 2013
RBS Greenwich Capital October 2004 - October 2009
Credit Suisse First Boston July 2002 - October 2004
Morgan Stanley 1998 - 2002
Davis Polk & Wardwell 1996 - 1998
U.S. Court of Appeals for the Second Circuit 1995 - 1996
Skills
Equities, Hedge Funds, Derivatives, Securities, Capital Markets, Private Equity, Alternative Investments, Structured Finance, Fixed Income, FX Options, Structured Products
Education
Harvard Law School 1992 — 1995
J.D., cum laude, 1995
Harvard University 1988 — 1991
A.B., magna cum laude, Applied Mathematics, 1991
Pulver Capital Management LLC October 2009 - Present
Dry Brook Capital Management (subsequently Citigroup, Inc.) 2007 - 2009
Angelo, Gordon & Co. 2004 - 2007
Morgan Stanley 1997 - 2004
Merrill Lynch 1995 - 1997
L.E.K. Consulting September 1991 - August 1993
The Walt Disney Company September 1990 - August 1991
Skills
Hedge Funds, Private Equity, Investments, Mutual Funds, Equities, Fixed Income, Alternative Investments, Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Asset Allocation, Derivatives, Restructuring, Risk Management, Trading, Equity Research, Finance, Credit Derivatives, Credit, Capital Markets, Securities
Education
Harvard Business School 1993 — 1995
M.B.A.
Stanford University 1985 — 1990
B.S., Mathematical & Computational Sciences
Bard High School Early College Queens August 2010 - Present
Morgan Stanley May 2004 - July 2008
Societe Generale July 2003 - May 2004
Constellation Financial Management Co September 1998 - July 2003
Skills
Quantitative Finance, Derivatives, Fixed Income, Interest Rate..., Hedge Funds, Economics, Monte Carlo Simulation, Quantitative Analytics, Bloomberg, Financial Modeling, Asset Management, FX Options, Econometrics, Higher Education
Education
New York University 2009 — 2010
MA, Mathematics Education
Harvard University 1986 — 1992
PhD / SM, Applied Mathematics
University of Cincinnati 1981 — 1986
BS, Electrical Engineering
Eleqtra/ Infraco July 2012 - March 2013
Morgan Stanley June 2011 - August 2011
US Embassy Luanda 2010 - 2010
Federal Reserve Bank of New York June 2009 - August 2009
Skills
Leadership Development, Public Relations, Public Speaking, Management Consulting, Project Planning
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Government
The University of Texas at Austin
Napier Park Global Capital April 2013 - Present
Loomis Sayles January 2009 - February 2013
Morgan Stanley Investment Management April 2006 - June 2008
Morgan Stanley June 1983 - April 2006
Arthur Young June 1978 - May 1981
Skills
Hedge Funds, Investments, Institutional..., Alternative Investments, Equities, Asset Managment, Investment Management, Capital Markets, Asset Allocation, Series 7, Portfolio Management, Securities, Investment Strategies, Mutual Funds, Private Equity, Derivatives, Bloomberg, Bonds, High Yield, Emerging Markets, Fixed Income, Series 63, Electronic Trading, Asset Management
Education
Harvard Business School 1981 — 1983
MBA, General management
University at Albany, SUNY 1974 — 1978
BS, Accounting, Economics
VIP Event Resources January 2011 - Present
ARB Services LLC 2011 - Present
Avalon Capital Management May 2013 - December 2013
Prometheus Energy April 2012 - December 2012
Mack Creek Energy LLC September 2009 - December 2010
JD Capital Management January 2002 - September 2009
Goldman Sachs August 1993 - December 2001
Morgan Stanley July 1989 - August 1991
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Trading, Private Equity, Venture Capital, Mergers, Capital Markets, Investor Relations, Investments, Valuation, Due Diligence, Start-ups, Asset Management, Corporate Development, Credit, Finance, Mutual Funds, Financial Structuring, Portfolio Management, Hedging, Investment Banking, Credit Derivatives, Credit Risk, Mergers & Acquisitions, Corporate Finance, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Finance, Highest distinction. Tuck Scholar.
Harvard University 1985 — 1989
BA, Economics, cum laude
Summit High School 1981 — 1985
Radius Intelligence May 2014 - June 2015
Independent Consulting September 2012 - December 2013
Google July 2010 - July 2012
Wells Fargo October 2009 - April 2010
Morgan Stanley August 2008 - August 2009
Morgan Stanley July 2006 - July 2008
US Department of Homeland Security 2005 - 2006
Morgan Stanley June 2005 - August 2005
Ogilvy Public Relations May 2004 - July 2004
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Microsoft Excel, Analysis, Due Diligence, Investments, Strategy, Market Research, Finance, Forecasting, Financial Modeling, Management, Budgets, Marketing, CSS, Git, Python, JavaScript, Data Visualization, Data Mining, Web Development
Education
Harvard University 2015 — 2017
Master’s Degree, Computational Science & Engineering
Massachusetts Institute of Technology 2015 — 2015
Cross Registration, Computer Science
University of Pennsylvania - The Wharton School
Bachelor of Science (B.Sc.), Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Asian & Middle Eastern Studies
Hackbright Academy 2014 — 2014
Hackbright is a selective, immersive software development fellowship for women taught in Python.
Beijing University - Institute of Chinese Language Studies
Study Abroad
National Taiwan Normal University
Study Abroad
Harvard Business School August 2015 - Present
TPG Capital August 2013 - July 2015
Morgan Stanley June 2011 - July 2013
Harvard University September 2007 - May 2011
Morgan Stanley June 2010 - August 2010
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.), Healthcare
Harvard University 2007 — 2011
BA, Economics, secondary concentration in Neurobiology, citation in Chinese
The Harris Family Charitable Foundation August 2015 - Present
Fogo de Chao September 2014 - Present
Thomas H. Lee Partners July 2012 - July 2014
The Blackstone Group July 2010 - June 2012
Morgan Stanley June 2009 - August 2009
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Capital Markets, Investment Banking, Mergers & Acquisitions, Capital IQ, Mandarin, Investments, Restaurant Management, Management, Research
Education
Harvard University 2006 — 2010
B.A., Summa Cum Laude, East Asian Studies
Carmel High School 2002 — 2006
Bank of Montreal August 2013 - Present
Morgan Stanley February 2000 - 2012
Clifford Chance 1996 - 2000
Skills
Derivatives -- legal, Outsourcing Advisory, Basel II -- legal, Credit Risk -- legal, Dodd-Frank regulatory..., Risk Management, Derivatives, Entrepreneurship, Outsourcing, ISDA, Mergers & Acquisitions, Due Diligence, Fixed Income, Program Management, Leadership, Mergers, Financial Services
Education
Harvard Law School 1989 — 1992
JD, Law
Harvard University 1985 — 1989
AB, Government
Innosight Institute Healthcare March 2009 - Present
Katzenbach Partners LLC July 2004 - December 2008
Katzenbach Partners LLC September 2002 - July 2004
Harvard Business School June 2001 - June 2002
Morgan Stanley May 1996 - July 1998
Education
Harvard Business School 1999 — 2001
MBA
Harvard University 1990 — 1994
BA, History and Literature
EverKey Global Partners 2007 - Present
Morgan Stanley 1995 - 2007
Goldman Sachs 1991 - 1993
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Capital Markets, Fixed Income, Investment Banking, Asset Management, Emerging Markets, Investments, Securities, Valuation, Risk Management, Venture Capital, Derivatives
Education
Harvard Business School 1993 — 1995
MBA
Princeton University 1987 — 1991
AB
Uber May 2015 - Present
Atieva August 2014 - May 2015
Morgan Stanley June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
Harvard Business School April 2008 - September 2010
CITIC Bank International June 2010 - August 2010
Skills
Investment Banking, Bloomberg, Capital Markets, Photoshop, Finance, Fixed Income, Investments, Hedge Funds, LBO, Strategy, Mergers & Acquisitions, M&A experience, Macroeconomics, Financial Modeling, Data Analysis, Research, Valuation, Economics, Corporate FP&A, High Yield Bonds, Leveraged Finance, Investor Relations, Financial Analysis, Analysis, Business Strategy, Corporate Finance, Private Equity, Due Diligence, Microsoft Excel
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Visual and Enviromental Studies
Morgan Stanley June 2012 - Present
Morgan Stanley July 2009 - June 2010
Morgan Stanley June 2006 - July 2009
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
University of Oxford 2003 — 2006
BA, Physics
Ford Motor Company August 2014 - May 2015
Circle of Friends 2010 - July 2014
Del Monte Foods June 2013 - August 2013
Avery Dennison February 2011 - July 2012
Morgan Stanley January 2008 - July 2010
Fidelity Investments June 2006 - August 2006
Heal the Bay June 2005 - August 2005
Skills
Brand Management, Brand Advertising, Brand Development, Marketing Management, Product Marketing, Direct Marketing, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Digital Marketing, Online Marketing, Digital Direct Marketing, Interactive Marketing, Interactive Advertising, Cross Functional Team..., Innovation Management, Business Strategy, Corporate Development, Corporate Partnership..., Valuation, Due Diligence, Competitive Analysis, Strategy, Corporate Finance, Investment Banking, Investments, Strategic Planning
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2007
B.A., Economics
Universidad Pablo de Olavide 2006 — 2006
International Business
Santa Monica High School 2000 — 2004
SocialProof / Stik 2010 - Present
Morgan Stanley July 2006 - July 2008
Education
Harvard University 2002 — 2006
A.B., Applied Mathematics
Valens June 2015 - Present
SJ Girsky & Co July 2014 - Present
General Motors June 2009 - Present
Redbend September 2014 - February 2015
General Motors February 2010 - January 2014
SJ Girsky & Co 2008 - 2009
Dana Holding Corporation 2007 - 2008
Centerbridge Partners 2006 - 2008
General Motors 2005 - 2006
Morgan Stanley 1995 - 2005
Skills
Strategic Planning, Investments, Business Strategy, Financial Analysis, Management, Mergers & Acquisitions, Automotive, Business Planning, New Business Development, Strategy, Financial Modeling, Supply Chain, Management Consulting, Cross-functional Team..., Leadership, Start-ups
Education
Harvard Business School 1987 — 1989
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1980 — 1985
Bachelor's Degree, Mathematics and Systems Science
Morgan Stanley December 2004 - Present
Heller Ehrman November 1998 - December 2004
Skills
Trials, Management, Arbitration, Litigation, Legal Writing, Federal Employment Law, Commercial Litigation, Employment Law, Civil Litigation, Private Equity
Education
Harvard Law School 1995 — 1998
J.D., Law, Cum Laude
University of Richmond 1991 — 1995
B.A., Summa Cum Laude, History, Economics
University of Oxford 1993 — 1994
Modern History and Economics
Hearsay Social 2015 - Present
AVAST Software 2011 - 2014
Crescendo Bioscience 2009 - 2011
Morgan Stanley 1994 - 2008
Davis Polk & Wardwell LLP 1984 - 1994
Skills
Finance, Management, Corporate Finance, Investment Banking, Equity Capital Markets, Securities, Corporate Law, Strategic Planning, Team Building, Research, Business Development, Corporate Development, Mergers & Acquisitions, Social Media, Venture Capital, Customer Service, Business Strategy, Accounting, Marketing Strategy, SaaS, Leadership, Start-ups, Financial Analysis, Negotiation
Education
Harvard Law School 1981 — 1984
Juris Doctor (J.D.)
Stanford University 1977 — 1981
Bachelor's Degree, International Relations
Warburg Pincus March 2010 - Present
Silver Lake Partners July 2007 - March 2010
Fox Paine & Company February 2003 - August 2005
JP Morgan Partners August 2002 - February 2003
Morgan Stanley July 2000 - August 2002
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Due Diligence, Corporate Development, Investment Banking, LBO, Mergers & Acquisitions, Corporate Finance, Investments, Hedge Funds
Education
Harvard Business School 2005 — 2007
MBA, General Management
University of Notre Dame - Mendoza College of Business 1997 — 2000
BBA, Finance and Economics
J.P. Morgan September 2012 - Present
Goldman Sachs March 2006 - September 2011
Axiom Legal January 2004 - May 2006
Morgan Stanley December 1995 - January 1999
Chadbourne & Parke LLP September 1989 - March 1994
Skills
Private Equity, Capital Markets, Mergers, Due Diligence, Financial Regulation, Venture Capital, Corporate Governance, Corporate Finance, Hedge Funds, Securities, Equities, Securities Regulation, Derivatives, Risk Management, Joint Ventures, Corporate Law, Restructuring, Cross-border..., Financial Structuring, Dodd-Frank
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Operations (Dual degree)
Harvard Law School 1986 — 1989
Juris Doctorate, Law
Savannah State University 1983 — 1986
Bachelor of Arts, History
Self Employed April 2012 - Present
Yahoo! April 2012 - Present
HSN August 2008 - Present
Interval Leisure Group August 2008 - Present
Cardlytics, Inc. July 2015 - Present
IAC January 2005 - March 2012
HSN 2002 - December 2005
Ticketmaster January 2001 - December 2002
Ticketmaster Online - Citysearch May 1999 - December 2000
Morgan Stanley July 1990 - May 1999
Skills
Strategic Partnerships, Start-ups, Business Strategy, Strategy, Management, E-commerce, Mergers & Acquisitions, Strategic Planning, Social Media, Leadership
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
Yale University 1982 — 1986
B.A., Economics
Simpson Thacher & Bartlett LLP October 2012 - Present
Simpson Thacher & Bartlett LLP May 2011 - August 2011
NAACP Legal Defense and Educational Fund, Inc. May 2010 - August 2010
MTV Networks June 2007 - June 2009
Morgan Stanley May 2006 - August 2006
Skills
Research, Legal Research, Legal Writing, Editing
Education
Harvard Law School
Doctor of Law (J.D.)
Harvard University
B.A.
The Brearley School
Retired DirectorCitigroup Global MarketsMarch 2000 - March 2005
Morgan Stanley June 1992 - March 2000
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA)
Harvard Law School 1984 — 1987
Doctor of Law (JD)
University of Pennsylvania 1979 — 1984
Bachelor of Arts (B.A.)
Morgan Stanley March 2000 - Present
Sullivan & Cromwell LLP September 1997 - March 2000
Education
Harvard Law School 1994 — 1997
J.D.
Harvard University 1990 — 1994
A.B., Economics
Google October 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2011 - 2013
Skills
Business Strategy, Financial Modeling, Financial Analysis, Venture Capital, Competitive Analysis, Private Equity, Business Development, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Leadership, Strategy, Investment Banking, Negotiation, Valuation, Management Consulting, Corporate Finance
Education
Harvard Business School 2009 — 2011
UCLA 1990 - Present
Credit Suisse First Boston 1987 - 1989
Morgan Stanley 1981 - 1987
Skills
Strategic Planning, Non-profits, Higher Education, Community Outreach, Research, Nonprofits, Program Development, Fundraising, Teaching, Grant Writing, Public Speaking, Leadership, Program Evaluation, Management
Education
Harvard Business School 1979 — 1981
MBA, Finance
Smith College 1973 — 1977
BA, Economics
Northampton high school
Goldman Sachs June 2010 - Present
Morgan Stanley June 2006 - August 2008
Education
Harvard Business School 2008 — 2010
M.B.A.
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Stratus Clean Tech Inc. October 2014 - Present
_ August 2013 - Present
Morgan Stanley September 2002 - May 2013
Goldman Sachs April 2000 - December 2001
RBC Dominion Securities February 1997 - March 2000
Goldman Sachs February 1992 - January 1997
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Credit Risk, Credit, Derivatives, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Emerging Markets, Corporate Finance, Equity Derivatives
Education
Harvard College 1987 — 1991
AB, Economics
Morgan Stanley 2011 - Present
Education
Harvard Medical School
DO
Morgan Stanley January 2013 - Present
BBVA Compass 2008 - Present
BBVA USA May 2005 - April 2008
Crowell & Moring LLP 1999 - 2005
Debevoise & Plimpton 1992 - 1999
Skills
M&A and Corporate..., Financial Services law, International M&A and..., Securities, Corporate Governance, Banking, Mergers & Acquisitions, AML, Due Diligence, Corporate Law, Risk Management, Capital Markets, Loans, Financial Risk, Private Equity, Financial Regulation, Corporate Finance, Mortgage Lending, Structured Finance, Investments, Credit, Mutual Funds, Fraud
Education
Harvard Law School 1989 — 1992
J.D.
University of Oxford 1981 — 1984
BA, Literae Humaniores
Trinity College-Hartford 1977 — 1981
BA, Classics, Valedictorian
Evercore Partners August 2012 - Present
US Department of the Treasury June 2011 - August 2011
Morgan Stanley July 2007 - June 2010
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Due Diligence, Corporate Finance, Corporate Development, Financial Analysis, Economics, Mergers, Project Management
Education
Harvard Business School 2010 — 2012
MBA, General Management
Morehouse College 2003 — 2007
BA, Economics, Summa Cum Laude
Morgan Stanley January 2015 - Present
Skills
Financial Modeling, Investment Banking, Financial Analysis, Corporate Development, Strategy, Business Valuation, Business Strategy, Finance, Valuation, Private Equity
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.) in Economics
Morgan Stanley January 2008 - Present
Education
Harvard Law School
J.D.
NYU
B.A.
Lucy Dabinett Esq 2001 - Present
Morgan Stanley 1994 - 2001
Cleary Gottlieb Steen & Hamilton LLP 1992 - 1994
Skills
Legal Research &..., Corporate Law, Deal Structures, Due Diligence, Emerging Markets, Debt Restructuring, Securities Regulation, Capital Markets, Project Management, Financial Regulation
Education
Harvard Law School
Law, Cum Laude
Yale University
Bachelor of Arts (BA), Applied Mathematics, Magna Cum Laude
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
McKinsey & Company June 2009 - August 2009
Skills
Medicine, Neuroscience, Neuropsychology, Neurosurgery, Neuropharmacology, Corporate Finance, Investment Banking, Investment Advisory
Education
Stanford University Graduate School of Business 2009 — 2013
M.B.A., J.D., Banking, Corporate, Finance, Securities Law, and Patent Law
Harvard Medical School 2003 — 2009
M.D., Ph.D., Neurobiology and Neurosciences, Summa Cum Laude
Nielsen April 2015 - Present
McKinsey & Company 2013 - 2015
Cleary Gottlieb Steen & Hamilton LLP 2012 - 2012
Morgan Stanley June 2008 - August 2009
Skills
Market Entry, Valuation, Management, Research, Management Consulting, Technology, Business Strategy, Data Analysis, Strategy, Private Equity, Financial Modeling
Education
Harvard Law School
Doctor of Law (JD)
Princeton University
Bachelor's degree
Stuyvesant High School