Morgan Stanely
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. Customer service: 1 (888) 454-3965 CEO: James P. Gorman (Jan 1, 2010–) Headquarters: New York City, NY Assets under management: 482 billion USD (2017) Revenue: 37.94 billion USD (2017) Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($865 B). wikipedia.org
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Morgan Stanely Employees
Employee
Years
Job
Industry
Corina Barbu, PMP Corina Barbu, PMP's Morgan Stanely Experience April 1996 - January 2008
Job Real Estate Investor, Manager, Project Manager at CB Ventures and Holdings, LLC
Industry Information Technology and Services
Experience
CB Ventures and Holdings, LLC July 2014 - Present
Sacred Grove holistic wellness retreat center - Costa Rica January 2013 - July 2014
De Rose International March 2012 - March 2014
Thomson Reuters April 2009 - November 2011
Thomson Reuters April 2009 - November 2011
Morgan Stanley April 1996 - February 2008
Morgan Stanley April 1996 - February 2008
Morgan Stanely April 1996 - January 2008
Brown Brothers Harriman April 1995 - April 1996
BROWN BROTHERS, HARRIMAN & Co April 1995 - April 1996
Skills
Market Data, Requirements Analysis, Bloomberg, Vendor Management, PMP, Program Management, Trading Systems, Compliance, Change Management, Process Improvement, Integration, Visio, Disaster Recovery, Customer Relations, Resource Management, MS Project, PMO, IT Management, Investment Banking, Project Planning, Customer Service, Project Management, Analysis, Management, SDLC, IT Strategy, Telecommunications, Project Portfolio..., Business Analysis, ITIL, Project Delivery, Software Project..., Risk Management, System Deployment, IT Service Management, Leadership, Information Technology, Enterprise Architecture, Governance, Data Center, Business Process, Infrastructure, Strategy, Outsourcing, IT Operations, Service Delivery, Networking, Fixed Income, Business Process..., Business Continuity
Education
Polytechnic University 1987 — 1992
Electrical Eng.
Boston/Pace University
Certificate; B.S
Morgan Stanley
Pace University Project Management Certificate
PMP
Polarity Education program
RPP
CB Ventures and Holdings, LLC July 2014 - Present
Sacred Grove holistic wellness retreat center - Costa Rica January 2013 - July 2014
De Rose International March 2012 - March 2014
Thomson Reuters April 2009 - November 2011
Thomson Reuters April 2009 - November 2011
Morgan Stanley April 1996 - February 2008
Morgan Stanley April 1996 - February 2008
Morgan Stanely April 1996 - January 2008
Brown Brothers Harriman April 1995 - April 1996
BROWN BROTHERS, HARRIMAN & Co April 1995 - April 1996
Skills
Market Data, Requirements Analysis, Bloomberg, Vendor Management, PMP, Program Management, Trading Systems, Compliance, Change Management, Process Improvement, Integration, Visio, Disaster Recovery, Customer Relations, Resource Management, MS Project, PMO, IT Management, Investment Banking, Project Planning, Customer Service, Project Management, Analysis, Management, SDLC, IT Strategy, Telecommunications, Project Portfolio..., Business Analysis, ITIL, Project Delivery, Software Project..., Risk Management, System Deployment, IT Service Management, Leadership, Information Technology, Enterprise Architecture, Governance, Data Center, Business Process, Infrastructure, Strategy, Outsourcing, IT Operations, Service Delivery, Networking, Fixed Income, Business Process..., Business Continuity
Education
Polytechnic University 1987 — 1992
Electrical Eng.
Boston/Pace University
Certificate; B.S
Morgan Stanley
Pace University Project Management Certificate
PMP
Polarity Education program
RPP
Joseph Rubin's Morgan Stanely Experience 2007 - 2008
Job Private Wealth
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Actiance, Inc. March 2014 - April 2015
AlephCloud Systems, Inc. July 2013 - March 2014
Symantec March 2012 - July 2013
Symantec April 2011 - March 2012
Symantec November 2010 - April 2011
Symantec February 2009 - October 2010
Morgan Stanely 2007 - 2008
Skills
SaaS, Selling, Enterprise Software, Go-to-market Strategy, Account Management, Lead Generation, Sales Enablement, Cloud Computing, Direct Sales, Sales Operations, Solution Selling, Salesforce.com, Channel Partners, Sales Process, Channel, Software Industry, Strategic Partnerships, Partner Management, Professional Services, Managed Services, Demand Generation, Business Alliances, Sales
Education
University of Maryland College Park
Wells Fargo Advisors April 2015 - Present
Actiance, Inc. March 2014 - April 2015
AlephCloud Systems, Inc. July 2013 - March 2014
Symantec March 2012 - July 2013
Symantec April 2011 - March 2012
Symantec November 2010 - April 2011
Symantec February 2009 - October 2010
Morgan Stanely 2007 - 2008
Skills
SaaS, Selling, Enterprise Software, Go-to-market Strategy, Account Management, Lead Generation, Sales Enablement, Cloud Computing, Direct Sales, Sales Operations, Solution Selling, Salesforce.com, Channel Partners, Sales Process, Channel, Software Industry, Strategic Partnerships, Partner Management, Professional Services, Managed Services, Demand Generation, Business Alliances, Sales
Education
University of Maryland College Park
Deanna Jacob Deanna Jacob's Morgan Stanely Experience 1999 - 2003
Job Business Intelligence Practice Leader / Senior Manager Business Intelligence & Analytics at AonHewitt
Industry Outsourcing/Offshoring
Experience
B August 2014 - Present
AonHewitt January 2009 - July 2014
Hewitt Associates January 2007 - December 2008
Hewitt Associates January 2006 - December 2006
Aon Hewitt August 2003 - December 2005
Morgan Stanely 1999 - 2003
Skills
Outsourcing, Business Intelligence, Business Process..., Requirements Gathering, Business Analysis, Process Improvement, SDLC, Vendor Management, Requirements Analysis, Analytics, CRM, Performance Management, Data Analysis, Change Management, Call Center, Program Management, Employee Benefits, Software Documentation, Agile Methodologies, Service Delivery, Web Analytics, Metrics Reporting, Project Management, User Acceptance Testing, Test Management, PMP, Project Portfolio..., Team Management, Governance, Six Sigma, Operations Management, Team Leadership, Leadership, Salesforce.com, Call Centers, Management, Consulting
Education
Illinois State University 1992 — 1996
Bachelor of Science, Environmental Health
B August 2014 - Present
AonHewitt January 2009 - July 2014
Hewitt Associates January 2007 - December 2008
Hewitt Associates January 2006 - December 2006
Aon Hewitt August 2003 - December 2005
Morgan Stanely 1999 - 2003
Skills
Outsourcing, Business Intelligence, Business Process..., Requirements Gathering, Business Analysis, Process Improvement, SDLC, Vendor Management, Requirements Analysis, Analytics, CRM, Performance Management, Data Analysis, Change Management, Call Center, Program Management, Employee Benefits, Software Documentation, Agile Methodologies, Service Delivery, Web Analytics, Metrics Reporting, Project Management, User Acceptance Testing, Test Management, PMP, Project Portfolio..., Team Management, Governance, Six Sigma, Operations Management, Team Leadership, Leadership, Salesforce.com, Call Centers, Management, Consulting
Education
Illinois State University 1992 — 1996
Bachelor of Science, Environmental Health
Denise K. Palmisano Denise K. Palmisano's Morgan Stanely Experience October 2012 - January 2013
Job Corporate an Real Estate Parlegal at DAVID'S BRIDAL, INC.
Industry Legal Services
Experience
DAVID'S BRIDAL, INC. April 2013 - Present
MORGAN STANELY October 2012 - January 2013
INGERSOLL-RAND COMPANY March 2010 - September 2012
JPMORGAN CHASE by merger BEAR, STEARNS & CO, INC. January 2007 - January 2009
PARTY CITY January 2004 - October 2005
Skills
Legal Writing, Legal Assistance, Document Review, Litigation Support, Legal Compliance, Westlaw, Banking, Employment Law, Time Management, Paralegals, Civil Litigation, Commercial Litigation, Trademarks
Education
Northampton Community College 1998 — 2001
Associates in Applied Science, Paralegal/Legal Assistant
DAVID'S BRIDAL, INC. April 2013 - Present
MORGAN STANELY October 2012 - January 2013
INGERSOLL-RAND COMPANY March 2010 - September 2012
JPMORGAN CHASE by merger BEAR, STEARNS & CO, INC. January 2007 - January 2009
PARTY CITY January 2004 - October 2005
Skills
Legal Writing, Legal Assistance, Document Review, Litigation Support, Legal Compliance, Westlaw, Banking, Employment Law, Time Management, Paralegals, Civil Litigation, Commercial Litigation, Trademarks
Education
Northampton Community College 1998 — 2001
Associates in Applied Science, Paralegal/Legal Assistant
Eric S. Weber's Morgan Stanely Experience May 2001 - September 2002
Job MSP Enablement Manager
Industry Education Management
Experience
Mindmatrix January 2015 - Present
Malcovery Security August 2014 - January 2015
Education Management Corporation August 2007 - June 2014
Comtel Communications February 2004 - July 2007
Three Rivers Mortgage September 2002 - February 2004
Morgan Stanely May 2001 - September 2002
Skills
Email Marketing, Social Media Marketing, Customer Service, Marketing Communications, Sales, Business Development, Analytics, Market Research, Social Networking, Marketing, Leadership, Outlook, SaaS, Strategic Planning, Salesforce.com, HubSpot, RainKing, Readmissions, Excel, Word, Account Management, Recruiting, Higher Education, Interviews, Microsoft Excel, Public Speaking, Team Building, CRM, New Business Development, Enrollment Management, Microsoft Office, Microsoft Word, Management, Time Management, Strategic Partnerships, Sales Management, Admissions
Education
Indiana University of PA 1996 — 2001
Bachelors, Finance
Mindmatrix January 2015 - Present
Malcovery Security August 2014 - January 2015
Education Management Corporation August 2007 - June 2014
Comtel Communications February 2004 - July 2007
Three Rivers Mortgage September 2002 - February 2004
Morgan Stanely May 2001 - September 2002
Skills
Email Marketing, Social Media Marketing, Customer Service, Marketing Communications, Sales, Business Development, Analytics, Market Research, Social Networking, Marketing, Leadership, Outlook, SaaS, Strategic Planning, Salesforce.com, HubSpot, RainKing, Readmissions, Excel, Word, Account Management, Recruiting, Higher Education, Interviews, Microsoft Excel, Public Speaking, Team Building, CRM, New Business Development, Enrollment Management, Microsoft Office, Microsoft Word, Management, Time Management, Strategic Partnerships, Sales Management, Admissions
Education
Indiana University of PA 1996 — 2001
Bachelors, Finance
Janet Kemp Janet Kemp's Morgan Stanely Experience 1984 - February 2013
Job Vice President / Investments, Financial Consultant, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Morgan Stanely 1984 - February 2013
Education
Northern Michigan University 1978 — 1981
Bachelor of Science (B.S.), Business
Wells Fargo Advisors February 2013 - Present
Morgan Stanely 1984 - February 2013
Education
Northern Michigan University 1978 — 1981
Bachelor of Science (B.S.), Business
Scott Jurney Scott Jurney's Morgan Stanely Experience July 1996 - November 2001
Job Regional Sales Director, CV & Specialty Care
Industry Pharmaceuticals
Experience
Sanofi December 2013 - Present
Sanofi June 2012 - December 2013
Sanofi May 2010 - June 2012
Sanofi December 2008 - May 2010
Sanofi December 2006 - December 2008
Sanofi October 2004 - December 2006
Sanofi November 2001 - October 2004
Morgan Stanely July 1996 - November 2001
Wallace Laboratories May 1993 - July 1996
Education
Bowling Green State University 1989 — 1993
BSBA, Finance
Victor Central High School 1985 — 1989
Sanofi December 2013 - Present
Sanofi June 2012 - December 2013
Sanofi May 2010 - June 2012
Sanofi December 2008 - May 2010
Sanofi December 2006 - December 2008
Sanofi October 2004 - December 2006
Sanofi November 2001 - October 2004
Morgan Stanely July 1996 - November 2001
Wallace Laboratories May 1993 - July 1996
Education
Bowling Green State University 1989 — 1993
BSBA, Finance
Victor Central High School 1985 — 1989
Anar Shah's Morgan Stanely Experience 2000 - 2004
Job Vice President/ Alternative Investment Sales at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank August 2012 - Present
Citi Private Bank June 2010 - August 2012
WaterStreet Investment Consultants October 2006 - March 2008
Citigroup August 2004 - February 2006
Morgan Stanely 2000 - 2004
Invesco Ltd. November 1997 - July 2000
Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities
Education
Louisiana State University 1992 — 1997
Finance, Business
Citi Private Bank August 2012 - Present
Citi Private Bank June 2010 - August 2012
WaterStreet Investment Consultants October 2006 - March 2008
Citigroup August 2004 - February 2006
Morgan Stanely 2000 - 2004
Invesco Ltd. November 1997 - July 2000
Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities
Education
Louisiana State University 1992 — 1997
Finance, Business
William D. Murphy William D. Murphy's Morgan Stanely Experience September 1999 - September 2010
Job First Vice President/ Investment Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanely September 1999 - September 2010
Paine Webber May 1991 - September 1999
Skills
Retirement Planning, Asset Allocation, 401k Rollovers, Mutual Funds, Investment Strategies
Education
California State University- Fresno
BS Business Administration, Accounting and Economics
Claremont Graduate University
Master of Business Administration (MBA), Peter Drucker Graduate Management Program
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanely September 1999 - September 2010
Paine Webber May 1991 - September 1999
Skills
Retirement Planning, Asset Allocation, 401k Rollovers, Mutual Funds, Investment Strategies
Education
California State University- Fresno
BS Business Administration, Accounting and Economics
Claremont Graduate University
Master of Business Administration (MBA), Peter Drucker Graduate Management Program
Cheri Hric Cheri Hric's Morgan Stanely Experience 2000 - 2003
Job Panel Operations at Symphony Advanced Media
Industry Market Research
Experience
Symphony Advanced Media August 2013 - Present
Ipsos Healthcare October 2006 - August 2013
Synovate Healthcare October 2006 - October 2008
Fortunoff October 2003 - January 2006
Big M Inc. March 2003 - October 2003
Morgan Stanely 2000 - 2003
Trans World Airlines March 1994 - March 1997
Skills
Market Research, Management, Project Management, Healthcare, Operations Management, Pharmaceutical Industry, Recruiting, Analysis, PowerPoint, Marketing Research, Operations, Process Improvement, Questionnaire Design, Data Analysis, Recruitment/Retention, Panels, Solutions Driver, Marketing Automation, Digital Marketing, Mobile Marketing, Panel Management, Microsoft Excel, Vendor Management
Education
Rhode Island College 1991 — 1995
BA, Business & Professional Communications, Psychology
William Paterson University of New Jersey 1990 — 1992
Pequannock Township High School 1986 — 1990
Symphony Advanced Media August 2013 - Present
Ipsos Healthcare October 2006 - August 2013
Synovate Healthcare October 2006 - October 2008
Fortunoff October 2003 - January 2006
Big M Inc. March 2003 - October 2003
Morgan Stanely 2000 - 2003
Trans World Airlines March 1994 - March 1997
Skills
Market Research, Management, Project Management, Healthcare, Operations Management, Pharmaceutical Industry, Recruiting, Analysis, PowerPoint, Marketing Research, Operations, Process Improvement, Questionnaire Design, Data Analysis, Recruitment/Retention, Panels, Solutions Driver, Marketing Automation, Digital Marketing, Mobile Marketing, Panel Management, Microsoft Excel, Vendor Management
Education
Rhode Island College 1991 — 1995
BA, Business & Professional Communications, Psychology
William Paterson University of New Jersey 1990 — 1992
Pequannock Township High School 1986 — 1990
Juddy Unger Juddy Unger's Morgan Stanely Experience 1999 - 2002
Job COBRA Account Manager at bswift
Industry Insurance
Experience
bswift March 2015 - Present
Priority Health October 2009 - March 2015
Priority Health March 2008 - October 2009
Priority Health November 2002 - October 2009
Morgan Stanely 1999 - 2002
Robert W. Baird 1995 - 2000
Skills
Employee Benefits, Health Insurance, Employee Relations, Team Building, Customer Service, Insurance, Building Relationships, Microsoft Office 2007, Recruiting, Business Objects, Process Improvement..., Self-motivated..., Training, Budgeting, ADP, UltiPro, Facets, Agent Commission Payment, New Hire Or, Medicare Advantage, Strategist, CMS REGULATIONS, Medicare Prescription..., Innovation, Corporate Training, Compensation & Benefit, Work Life Balance, Career Opportunities, New Business..., COBRA, GIBS, bswift, Project Implementation
Education
Aquinas College 2003 — 2009
Bachelor, Business Administration
Aquinas College 2003 — 2009
Bachelor, Business Administration
bswift March 2015 - Present
Priority Health October 2009 - March 2015
Priority Health March 2008 - October 2009
Priority Health November 2002 - October 2009
Morgan Stanely 1999 - 2002
Robert W. Baird 1995 - 2000
Skills
Employee Benefits, Health Insurance, Employee Relations, Team Building, Customer Service, Insurance, Building Relationships, Microsoft Office 2007, Recruiting, Business Objects, Process Improvement..., Self-motivated..., Training, Budgeting, ADP, UltiPro, Facets, Agent Commission Payment, New Hire Or, Medicare Advantage, Strategist, CMS REGULATIONS, Medicare Prescription..., Innovation, Corporate Training, Compensation & Benefit, Work Life Balance, Career Opportunities, New Business..., COBRA, GIBS, bswift, Project Implementation
Education
Aquinas College 2003 — 2009
Bachelor, Business Administration
Aquinas College 2003 — 2009
Bachelor, Business Administration
Robert Vogel's Morgan Stanely Experience July 1997 - November 2000
Job Trial Attorney helping the injured, the accused and the abused to find justice
Industry Law Practice
Experience
The Vogel Law Firm January 2004 - Present
Woolf, McClane January 2003 - January 2004
District Attorney for New York County, NY September 2001 - December 2003
New York County District Attorney's Office September 2001 - December 2003
Morgan Stanely July 1997 - November 2000
First Union Bank January 1997 - July 1997
Dean Witter June 1994 - January 1997
Dean Witter Discover and Company July 1991 - January 1997
US Army January 1989 - January 1991
Delaware Tech January 1987 - January 1989
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Criminal Law, Courts, Criminal Defense, Legal Writing, Appeals, International Law, Trial Practice, Arbitration, Intellectual Property, Employment Law, Family Law, Personal Injury, Dispute Resolution, Mediation, Trials, Legal Assistance, Hearings, Licensing, Bankruptcy, Torts, Breach Of Contract, Motions, Dispute, Personal Injury...
Education
Rutgers University School of Law
Juris Doctor, Law
Rutgers University School of Law - Newark 1998 — 2001
Jd, Law
University of Tennessee-Knoxville 1979 — 1983
BA, English
University of Tennessee
B.A, English
Muhlenberg College 1977 — 1978
English/Business
Pequannock Township High School 1973 — 1977
Delaware Tech
s Conference
Tennessee Law Institute
Post-Graduate classes, English Language and Drama
The Vogel Law Firm January 2004 - Present
Woolf, McClane January 2003 - January 2004
District Attorney for New York County, NY September 2001 - December 2003
New York County District Attorney's Office September 2001 - December 2003
Morgan Stanely July 1997 - November 2000
First Union Bank January 1997 - July 1997
Dean Witter June 1994 - January 1997
Dean Witter Discover and Company July 1991 - January 1997
US Army January 1989 - January 1991
Delaware Tech January 1987 - January 1989
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Criminal Law, Courts, Criminal Defense, Legal Writing, Appeals, International Law, Trial Practice, Arbitration, Intellectual Property, Employment Law, Family Law, Personal Injury, Dispute Resolution, Mediation, Trials, Legal Assistance, Hearings, Licensing, Bankruptcy, Torts, Breach Of Contract, Motions, Dispute, Personal Injury...
Education
Rutgers University School of Law
Juris Doctor, Law
Rutgers University School of Law - Newark 1998 — 2001
Jd, Law
University of Tennessee-Knoxville 1979 — 1983
BA, English
University of Tennessee
B.A, English
Muhlenberg College 1977 — 1978
English/Business
Pequannock Township High School 1973 — 1977
Delaware Tech
s Conference
Tennessee Law Institute
Post-Graduate classes, English Language and Drama
Jeanne Andaas Jeanne Andaas's Morgan Stanely Experience April 1983 - January 1988
Job Fine Designs ETC
Industry Retail
Experience
Fine Designs ETC January 2010 - Present
Morgan Stanely April 1983 - January 1988
Education
American University 1970 — 1974
Fine Designs ETC January 2010 - Present
Morgan Stanely April 1983 - January 1988
Education
American University 1970 — 1974
Christopher Manganello's Morgan Stanely Experience April 2009 - December 2010
Job Associate Attorney at Gregory & Reed
Industry Law Practice
Experience
Gregory & Reed, LLC March 2013 - Present
State of New Jersey Office of the Attorney General August 2012 - March 2013
ANG Law Group, LLC April 2012 - September 2012
ANG Law Group, LLC November 2011 - April 2012
Kassem & Camejo, LLC January 2011 - August 2011
Morgan Stanely April 2009 - December 2010
UBS October 2008 - April 2009
John Hancock Life Insurance Company (U.S.A.) June 2003 - August 2008
Skills
Legal Research
Education
New York Law School 2008 — 2012
Doctor of Law (J.D.)
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Political Science
Gregory & Reed, LLC March 2013 - Present
State of New Jersey Office of the Attorney General August 2012 - March 2013
ANG Law Group, LLC April 2012 - September 2012
ANG Law Group, LLC November 2011 - April 2012
Kassem & Camejo, LLC January 2011 - August 2011
Morgan Stanely April 2009 - December 2010
UBS October 2008 - April 2009
John Hancock Life Insurance Company (U.S.A.) June 2003 - August 2008
Skills
Legal Research
Education
New York Law School 2008 — 2012
Doctor of Law (J.D.)
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Political Science
Yousuf Haque Yousuf Haque's Morgan Stanely Experience March 2001 - May 2001
Job PhD in Finance, Management Consultant, Seeking opportunities
Industry Management Consulting
Experience
Four Seasons Hotels and Resorts 2010 - Present
University of Toronto 2012 - 2014
Institute for Competitiveness & Prosperity 2008 - 2008
Audible, Inc. August 2006 - June 2007
Audible Inc July 2004 - July 2006
McKinsey & Co September 2002 - June 2004
Morgan Stanely March 2001 - May 2001
Skills
Business Strategy, Analysis, Strategic Planning, Strategy, Financial Modeling, Finance, Management Consulting, Management, Competitive Analysis, Analytics, Market Research, Marketing, Forecasting, Business Development, Product Management, Strategic Partnerships, Statistical Modeling, Business Analysis, Mathematical Modeling, Predictive Modeling, Consulting
Education
University of Toronto - Rotman School of Management 2009 — 2015
Doctor of Philosophy (Ph.D.), Finance
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance, Economics
Dartmouth College 1998 — 2002
BA, Mathematics, Religion
International School of Choueifat
Highschool, A' Levels
Four Seasons Hotels and Resorts 2010 - Present
University of Toronto 2012 - 2014
Institute for Competitiveness & Prosperity 2008 - 2008
Audible, Inc. August 2006 - June 2007
Audible Inc July 2004 - July 2006
McKinsey & Co September 2002 - June 2004
Morgan Stanely March 2001 - May 2001
Skills
Business Strategy, Analysis, Strategic Planning, Strategy, Financial Modeling, Finance, Management Consulting, Management, Competitive Analysis, Analytics, Market Research, Marketing, Forecasting, Business Development, Product Management, Strategic Partnerships, Statistical Modeling, Business Analysis, Mathematical Modeling, Predictive Modeling, Consulting
Education
University of Toronto - Rotman School of Management 2009 — 2015
Doctor of Philosophy (Ph.D.), Finance
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance, Economics
Dartmouth College 1998 — 2002
BA, Mathematics, Religion
International School of Choueifat
Highschool, A' Levels
Jayson Spring's Morgan Stanely Experience May 1994 - May 2009
Job Advisor at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services May 2009 - Present
Morgan Stanely May 1994 - May 2009
Education
Pitzer College 1987 — 1991
BA, History
Citizens Investment Services May 2009 - Present
Morgan Stanely May 1994 - May 2009
Education
Pitzer College 1987 — 1991
BA, History
Elizabeth (Johnson) Stucker's Morgan Stanely Experience September 2003 - April 2004
Job Financial Advisory and Investment Banking
Industry Investment Banking
Experience
Pendo Advisors February 2012 - Present
Stay at home mother February 2008 - February 2012
Duff and Phelps, LLC April 2004 - February 2008
Morgan Stanely September 2003 - April 2004
Bank One January 2002 - September 2002
Bank One/Banc One Capital Markets June 2000 - January 2002
Skills
Asset Based Lending, Loans, Financial Analysis, Real Estate, Investment Banking, Valuation, Mergers, Finance, Corporate Finance
Education
Northern Illinois University 1996 — 2000
BS, Finance with a minor in Economics
Pendo Advisors February 2012 - Present
Stay at home mother February 2008 - February 2012
Duff and Phelps, LLC April 2004 - February 2008
Morgan Stanely September 2003 - April 2004
Bank One January 2002 - September 2002
Bank One/Banc One Capital Markets June 2000 - January 2002
Skills
Asset Based Lending, Loans, Financial Analysis, Real Estate, Investment Banking, Valuation, Mergers, Finance, Corporate Finance
Education
Northern Illinois University 1996 — 2000
BS, Finance with a minor in Economics
Claudia Martell's Morgan Stanely Experience July 1993 - July 1996
Job
Industry Apparel & Fashion
Experience
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Robert Ripp's Morgan Stanely Experience ChairmanTown of Huntington Economic Development Corp.2003 - 2009
Job Executive Director at Morgan Stanely
Industry Real Estate
Experience
Morgan Stanely ChairmanTown of Huntington Economic Development Corp.2003 - 2009
American International Group May 2003 - July 2007
AIG 2003 - 2007
Ernst & Young May 1998 - May 2003
The Chase Manhattan Bank September 1984 - May 1998
JPMorgan Chase 1985 - 1998
Education
University at Buffalo 1980 — 1984
Morgan Stanely ChairmanTown of Huntington Economic Development Corp.2003 - 2009
American International Group May 2003 - July 2007
AIG 2003 - 2007
Ernst & Young May 1998 - May 2003
The Chase Manhattan Bank September 1984 - May 1998
JPMorgan Chase 1985 - 1998
Education
University at Buffalo 1980 — 1984
Doug Rentz's Morgan Stanely Experience 1995 - March 2003
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2011 - Present
Traxis Partners LP March 2003 - June 2011
Morgan Stanely 1995 - March 2003
Skills
Equities, Hedge Funds, Financial Modeling, Equity Research, Bloomberg, Fixed Income, Derivatives, Investment Management, Asset Allocation, VBA
Education
Brown University 1989 — 1994
B.A. / B.S., Business Economics / Mechanical Engineering
Morgan Stanley Investment Management July 2011 - Present
Traxis Partners LP March 2003 - June 2011
Morgan Stanely 1995 - March 2003
Skills
Equities, Hedge Funds, Financial Modeling, Equity Research, Bloomberg, Fixed Income, Derivatives, Investment Management, Asset Allocation, VBA
Education
Brown University 1989 — 1994
B.A. / B.S., Business Economics / Mechanical Engineering
Teresa M. Hough's Morgan Stanely Experience April 2004 - June 2015
Job Head of Asset Management at Bridge Investment Group Partners, LLC
Industry Real Estate
Experience
Bridge Investment Group Partners, LLC July 2015 - Present
Morgan Stanely April 2004 - June 2015
PricewaterhouseCoopers 1998 - 2004
Education
The University of Texas at Austin 1993 — 1997
Bridge Investment Group Partners, LLC July 2015 - Present
Morgan Stanely April 2004 - June 2015
PricewaterhouseCoopers 1998 - 2004
Education
The University of Texas at Austin 1993 — 1997
Aly Bushrui's Morgan Stanely Experience 1999 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
JPM Morgan Chase January 2009 - April 2009
Morgan Stanely 1999 - 2008
Morgan Stanley 1976 - 2008
Morgan stanley 1976 - 2008
Education
New Jersey City University 1975 — 1990
BBA, Business Administration
JPM Morgan Chase January 2009 - April 2009
Morgan Stanely 1999 - 2008
Morgan Stanley 1976 - 2008
Morgan stanley 1976 - 2008
Education
New Jersey City University 1975 — 1990
BBA, Business Administration
Denise Sarkis Irish's Morgan Stanely Experience February 2005 - June 2007
Job Life Coach Specialist
Industry Education Management
Experience
The Richard Stockton College of New Jersey September 2007 - Present
R.A.P., LLC/ASAPP Healthcare, Inc. January 2009 - December 2011
Citigroup, Smith Barney June 2007 - August 2008
Morgan Stanely February 2005 - June 2007
Caesar's Atlantic City Casino October 2003 - January 2005
Harrah's Entertainment November 1993 - June 2000
Skills
Teaching, Lecturing, Public Speaking, Microsoft Office, Event Planning, PowerPoint, Customer Service, Coaching, Microsoft Excel, Organizational..., Team Building, Microsoft Word, Budgets, Higher Education, Program Development, Research, Staff Development, Grant Writing, Career Counseling, Critical Thinking, Event Management
Education
University of Pennsylvania 2002 — 2005
MS, Organizational Leadership and Organizational Development
Stockton University 1996 — 2001
BA, Business Administration
The Richard Stockton College of New Jersey September 2007 - Present
R.A.P., LLC/ASAPP Healthcare, Inc. January 2009 - December 2011
Citigroup, Smith Barney June 2007 - August 2008
Morgan Stanely February 2005 - June 2007
Caesar's Atlantic City Casino October 2003 - January 2005
Harrah's Entertainment November 1993 - June 2000
Skills
Teaching, Lecturing, Public Speaking, Microsoft Office, Event Planning, PowerPoint, Customer Service, Coaching, Microsoft Excel, Organizational..., Team Building, Microsoft Word, Budgets, Higher Education, Program Development, Research, Staff Development, Grant Writing, Career Counseling, Critical Thinking, Event Management
Education
University of Pennsylvania 2002 — 2005
MS, Organizational Leadership and Organizational Development
Stockton University 1996 — 2001
BA, Business Administration
Dawn Requena's Morgan Stanely Experience April 2010 - August 2012
Job Executive Assistant at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2012 - Present
Morgan Stanely April 2010 - August 2012
Merrill Lynch April 2007 - February 2009
PBS&J International Inc March 2003 - April 2007
Skills
Bloomberg, Microsoft Excel, Investment Banking, Fixed Income, Investments, Customer Service, Microsoft Word, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Corporate Finance, Project Management, Equities, Asset Management, Banking, Risk Management, Finance
Education
SUNY Potsdam
Business Administration
The Carlyle Group August 2012 - Present
Morgan Stanely April 2010 - August 2012
Merrill Lynch April 2007 - February 2009
PBS&J International Inc March 2003 - April 2007
Skills
Bloomberg, Microsoft Excel, Investment Banking, Fixed Income, Investments, Customer Service, Microsoft Word, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Corporate Finance, Project Management, Equities, Asset Management, Banking, Risk Management, Finance
Education
SUNY Potsdam
Business Administration
Thomas Valenzuela's Morgan Stanely Experience 1978 - 1980
Job Managing Director at Valcap Advisers LLC
Industry Investment Management
Experience
W.P. Stewart Asset Management (NA) Inc. 2007 - 2008
Valenzuela Capital Partners 1990 - 2005
Robert Toigo Foundation 1991 - 1998
Lazard 1982 - 1989
Morgan Stanely 1978 - 1980
Education
Harvard Business School 1980 — 1983
mba, management
Yale University 1972 — 1977
BA, History
Loyola High School 1966 — 1974
hs, history
W.P. Stewart Asset Management (NA) Inc. 2007 - 2008
Valenzuela Capital Partners 1990 - 2005
Robert Toigo Foundation 1991 - 1998
Lazard 1982 - 1989
Morgan Stanely 1978 - 1980
Education
Harvard Business School 1980 — 1983
mba, management
Yale University 1972 — 1977
BA, History
Loyola High School 1966 — 1974
hs, history
Hazem Galal's Morgan Stanely Experience 1996 - 2001
Job Financial AdvisorVP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase Financial Advisor - VPMorgan StanleyMay 1996 - November 2001
Morgan Stanley 1996 - 2001
Morgan Stanely 1996 - 2001
Education
New York University 1983 — 1987
B.A., Physics
JPMorgan Chase Financial Advisor - VPMorgan StanleyMay 1996 - November 2001
Morgan Stanley 1996 - 2001
Morgan Stanely 1996 - 2001
Education
New York University 1983 — 1987
B.A., Physics
Conrad Lovo's Morgan Stanely Experience September 2003 - November 2008
Job Hedge Fund Sales Associate at Mayfair Capital LLC
Industry Investment Banking
Experience
Mayfair Capital LLC April 2009 - Present
Morgan Stanely September 2003 - November 2008
Education
UCLA Anderson School of Management 2001 — 2003
MBA
Claremont McKenna College 1996 — 1999
B.S., Economics
Mayfair Capital LLC April 2009 - Present
Morgan Stanely September 2003 - November 2008
Education
UCLA Anderson School of Management 2001 — 2003
MBA
Claremont McKenna College 1996 — 1999
B.S., Economics
Jennifer Jimenez, Jennifer's Morgan Stanely Experience December 1996 - November 2007
Job Budget Analyst Assistant to the Budget Director at SUNY College at Old Westbury
Industry Higher Education
Experience
SUNY College at Old Westbury January 2008 - Present
Morgan Stanely December 1996 - November 2007
Skills
Budgets, Finance, Accounting, Financial Reporting, Microsoft Excel, QuickBooks, Financial Statements, Access, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Nonprofits
Education
Post University - ADP Online 2012 — 2013
Bachelor of Science (B.S.), Accounting
Baruch College 1998 — 2002
Bachelor of Science (B.S.), Accounting
SUNY College at Old Westbury January 2008 - Present
Morgan Stanely December 1996 - November 2007
Skills
Budgets, Finance, Accounting, Financial Reporting, Microsoft Excel, QuickBooks, Financial Statements, Access, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Nonprofits
Education
Post University - ADP Online 2012 — 2013
Bachelor of Science (B.S.), Accounting
Baruch College 1998 — 2002
Bachelor of Science (B.S.), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS