Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Superna Kalle Superna Kalle's Morgan Stanley Experience 1992 - 1994
Job Global media advisor
Industry Entertainment
Experience
Arsenal Media and Technology, LLC March 2015 - Present
Sony Pictures Entertainment 2010 - March 2015
Sony Pictures Entertainment 2004 - 2010
Sony Pictures Entertainment 1999 - 2004
Bankers Trust 1996 - 1997
Bankers Trust 1994 - 1996
Morgan Stanley 1992 - 1994
Skills
Digital Media, Entertainment, Strategic Partnerships, New Media, Television, Digital Strategy, Digital Marketing, Strategy, Integrated Marketing, Content Strategy, Digital Distribution, Marketing Strategy, Business Strategy, Licensing, Mobile Devices, Start-ups, Video
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Management
Barnard College 1988 — 1992
BA, Economics
Arsenal Media and Technology, LLC March 2015 - Present
Sony Pictures Entertainment 2010 - March 2015
Sony Pictures Entertainment 2004 - 2010
Sony Pictures Entertainment 1999 - 2004
Bankers Trust 1996 - 1997
Bankers Trust 1994 - 1996
Morgan Stanley 1992 - 1994
Skills
Digital Media, Entertainment, Strategic Partnerships, New Media, Television, Digital Strategy, Digital Marketing, Strategy, Integrated Marketing, Content Strategy, Digital Distribution, Marketing Strategy, Business Strategy, Licensing, Mobile Devices, Start-ups, Video
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Management
Barnard College 1988 — 1992
BA, Economics
Danilo Gaza Danilo Gaza's Morgan Stanley Experience 2004 - 2007
Job Senior Fund Accountant | Fund Valuation | Reconciliation | Performance Analysis | Month End Close
Industry Financial Services
Experience
HSBC Securities Services 2007 - 2012
Morgan Stanley 2004 - 2007
Morgan Stanley 2002 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Fund Accounting, Bloomberg, Hedge Funds, Equities, Mutual Funds, Securities, Fixed Income, Financial Analysis, Derivatives, Fund Administration, Investments, Financial Modeling, Strategic Financial..., Alternative Investments, Financial Services, Fund Of Funds, Financial Reporting, Accounting, Account Reconciliation
Education
City University of New York-Baruch College
MBA Master of Business Administration, Finance and International Business
Rutgers, The State University of New Jersey-New Brunswick
BA Bachelor of Arts, Economics
De La Salle University
Completed freshman year of college before transferring to Rutgers University
HSBC Securities Services 2007 - 2012
Morgan Stanley 2004 - 2007
Morgan Stanley 2002 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Fund Accounting, Bloomberg, Hedge Funds, Equities, Mutual Funds, Securities, Fixed Income, Financial Analysis, Derivatives, Fund Administration, Investments, Financial Modeling, Strategic Financial..., Alternative Investments, Financial Services, Fund Of Funds, Financial Reporting, Accounting, Account Reconciliation
Education
City University of New York-Baruch College
MBA Master of Business Administration, Finance and International Business
Rutgers, The State University of New Jersey-New Brunswick
BA Bachelor of Arts, Economics
De La Salle University
Completed freshman year of college before transferring to Rutgers University
S. Edward Kim S. Edward Kim's Morgan Stanley Experience September 2006 - July 2011
Job Associate, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase July 2011 - May 2015
Morgan Stanley September 2006 - July 2011
LG Electronics August 2004 - September 2006
Skills
Equities, Fixed Income, Equity Valuation, Derivatives, Mutual Funds, Performance Attribution, Bloomberg, Performance Measurement, Financial Analysis, Separately Managed..., Fund Of Funds, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 1999 — 2003
BA, Economics
St. Andrew's School 1996 — 1999
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase July 2011 - May 2015
Morgan Stanley September 2006 - July 2011
LG Electronics August 2004 - September 2006
Skills
Equities, Fixed Income, Equity Valuation, Derivatives, Mutual Funds, Performance Attribution, Bloomberg, Performance Measurement, Financial Analysis, Separately Managed..., Fund Of Funds, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 1999 — 2003
BA, Economics
St. Andrew's School 1996 — 1999
Adam Taubman's Morgan Stanley Experience February 1993 - May 2006
Job Senior Vice President at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation April 2014 - Present
JPMorgan Chase March 2008 - April 2014
Enterprise Solution Providers June 2006 - March 2008
Morgan Stanley February 1993 - May 2006
Eastbridge Capital February 1992 - February 1993
Solbourne October 1990 - February 1992
Concurrent Computer Corporation 1986 - 1990
Prime Computer 1984 - 1986
Magnuson computer 1982 - 1984
Skills
Data Center, Integration, Business Continuity, Portfolio Management, Vendor Management, Program Management, Business Management, Disaster Recovery, Service Delivery, Team Leadership, Mergers, Acquisition Integration, Strategic Planning, IT Operations, Project Management, Risk Management, Management, Project Portfolio..., IT Service Management, Executive Management, Infrastructure..., Mergers & Acquisitions, Infrastructure, IT Strategy
Education
City University of New York-Baruch College 1978 — 1982
Bachelor of Science (BS), Business
First Data Corporation April 2014 - Present
JPMorgan Chase March 2008 - April 2014
Enterprise Solution Providers June 2006 - March 2008
Morgan Stanley February 1993 - May 2006
Eastbridge Capital February 1992 - February 1993
Solbourne October 1990 - February 1992
Concurrent Computer Corporation 1986 - 1990
Prime Computer 1984 - 1986
Magnuson computer 1982 - 1984
Skills
Data Center, Integration, Business Continuity, Portfolio Management, Vendor Management, Program Management, Business Management, Disaster Recovery, Service Delivery, Team Leadership, Mergers, Acquisition Integration, Strategic Planning, IT Operations, Project Management, Risk Management, Management, Project Portfolio..., IT Service Management, Executive Management, Infrastructure..., Mergers & Acquisitions, Infrastructure, IT Strategy
Education
City University of New York-Baruch College 1978 — 1982
Bachelor of Science (BS), Business
jabril ashiru jabril ashiru's Morgan Stanley Experience August 2011 - September 2011
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2013 - December 2014
JPMorgan Chase September 2011 - May 2012
Morgan Stanley August 2011 - September 2011
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Derivatives, Fixed Income, Investments, Private Equity, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Deutsche Bank 2013 - December 2014
JPMorgan Chase September 2011 - May 2012
Morgan Stanley August 2011 - September 2011
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Derivatives, Fixed Income, Investments, Private Equity, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Joe Ejzak Joe Ejzak's Morgan Stanley Experience June 2010 - September 2011
Job Financial Manager
Industry Financial Services
Experience
PNC October 2011 - Present
Morgan Stanley June 2010 - September 2011
Neville Galvanizing & All American Grating June 2006 - June 2010
Skills
Risk Management, Financial Risk, Financial Modeling, Entrepreneurship, VBA, SQL, C++, CCAR, Liquidity Risk, Capital Markets, Market Risk, Stress Testing, Basel III, LCR, RWA, MBS, Agency MBS, Commodity Markets, Municipal Bonds, Derivatives, ALM, Quantitative Finance, Credit Risk, QRM, R
Education
City University of New York-Baruch College
MS in Financial Engineering, Financial Mathematics
Villanova University
BS in Business Administration, Finance
PNC October 2011 - Present
Morgan Stanley June 2010 - September 2011
Neville Galvanizing & All American Grating June 2006 - June 2010
Skills
Risk Management, Financial Risk, Financial Modeling, Entrepreneurship, VBA, SQL, C++, CCAR, Liquidity Risk, Capital Markets, Market Risk, Stress Testing, Basel III, LCR, RWA, MBS, Agency MBS, Commodity Markets, Municipal Bonds, Derivatives, ALM, Quantitative Finance, Credit Risk, QRM, R
Education
City University of New York-Baruch College
MS in Financial Engineering, Financial Mathematics
Villanova University
BS in Business Administration, Finance
Desiree Ally's Morgan Stanley Experience August 1999 - Present
Job Vice President Market Data Administration at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 1999 - Present
Morgan Stanley 1988 - 1999
Skills
Project Management, Electronic Trading, Risk Management, Bloomberg, Market Data, Financial Markets, Capital Markets, Disaster Recovery, Trading Systems, Series 7, Program Management, Analysis, Trading, Business Analysis, Vendor Management, Derivatives, Reference Data, Equities, Investment Banking, Sybase, Options, Hedge Funds, Prime Brokerage, Asset Management, IT Management, Fixed Income, Change Management, PMO, Management, Equity Trading, Back Office, Middle Office, Low Latency, Bonds, Leadership
Education
City University of New York-Baruch College
BBA, Operations Management
George Washinton University School of Business
Associates Certificate, Information Technology Project Management
Morgan Stanley August 1999 - Present
Morgan Stanley 1988 - 1999
Skills
Project Management, Electronic Trading, Risk Management, Bloomberg, Market Data, Financial Markets, Capital Markets, Disaster Recovery, Trading Systems, Series 7, Program Management, Analysis, Trading, Business Analysis, Vendor Management, Derivatives, Reference Data, Equities, Investment Banking, Sybase, Options, Hedge Funds, Prime Brokerage, Asset Management, IT Management, Fixed Income, Change Management, PMO, Management, Equity Trading, Back Office, Middle Office, Low Latency, Bonds, Leadership
Education
City University of New York-Baruch College
BBA, Operations Management
George Washinton University School of Business
Associates Certificate, Information Technology Project Management
Angela Doyle, CPA's Morgan Stanley Experience August 2007 - October 2014
Job Senior Manager at Softlayer, an IBM Company
Industry Information Technology and Services
Experience
SoftLayer, an IBM Company November 2014 - Present
Morgan Stanley August 2007 - October 2014
Gleneagles Group January 2004 - July 2007
Skills
Accounting, Internal Controls, Financial Analysis, Financial Modeling, Financial Accounting, Finance, Financial Reporting, Spreadsheets, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting, 4.0
Georgia State University 2002 — 2006
Bachelor's Degree, Accounting & Finance (Double Major), 3.8
SoftLayer, an IBM Company November 2014 - Present
Morgan Stanley August 2007 - October 2014
Gleneagles Group January 2004 - July 2007
Skills
Accounting, Internal Controls, Financial Analysis, Financial Modeling, Financial Accounting, Finance, Financial Reporting, Spreadsheets, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting, 4.0
Georgia State University 2002 — 2006
Bachelor's Degree, Accounting & Finance (Double Major), 3.8
JP (John Paul Benini) Benini JP (John Paul Benini) Benini's Morgan Stanley Experience 2007 - 2009
Job Founder of Elemental Path, CTO at Majestyk Apps
Industry Financial Services
Experience
Elemental Path June 2014 - Present
Majestyk Apps February 2014 - Present
TS-Associates plc July 2012 - December 2013
Correlix November 2010 - May 2012
IT Freelance / Contract 2009 - 2012
Morgan Stanley 2007 - 2009
Skills
Trading Systems, Low Latency, Perl, Multithreading, Linux, Unix, Market Data, Electronic Trading, TCP/IP, Object Oriented Design, SQL, Unix Shell Scripting, Shell Scripting, Exchange Connectivity, Bash, PostgreSQL, High Frequency Trading, XML, Trading System, Integration, Wireshark, Windows Server, Data Center, Java, Equity Trading, Software Engineering, Sybase, Design Patterns, Software Design, Solaris, Distributed Systems, Software Development, Agile Methodologies, UML, Spring, OOP, Python, Eclipse, C++, High Performance..., Order Management, Architectures, Subversion, Scrum, Algorithms, Java Enterprise Edition, Enterprise Software, Mobile Applications, System Architecture, Mobile Devices
Education
Baruch College, City University of New York (CUNY)
BS, Computer Science
City University of New York-John Jay College of Criminal Justice
BA, Information Systems Management
Elemental Path June 2014 - Present
Majestyk Apps February 2014 - Present
TS-Associates plc July 2012 - December 2013
Correlix November 2010 - May 2012
IT Freelance / Contract 2009 - 2012
Morgan Stanley 2007 - 2009
Skills
Trading Systems, Low Latency, Perl, Multithreading, Linux, Unix, Market Data, Electronic Trading, TCP/IP, Object Oriented Design, SQL, Unix Shell Scripting, Shell Scripting, Exchange Connectivity, Bash, PostgreSQL, High Frequency Trading, XML, Trading System, Integration, Wireshark, Windows Server, Data Center, Java, Equity Trading, Software Engineering, Sybase, Design Patterns, Software Design, Solaris, Distributed Systems, Software Development, Agile Methodologies, UML, Spring, OOP, Python, Eclipse, C++, High Performance..., Order Management, Architectures, Subversion, Scrum, Algorithms, Java Enterprise Edition, Enterprise Software, Mobile Applications, System Architecture, Mobile Devices
Education
Baruch College, City University of New York (CUNY)
BS, Computer Science
City University of New York-John Jay College of Criminal Justice
BA, Information Systems Management
Harrison Ketek Harrison Ketek's Morgan Stanley Experience January 2014 - February 2014
Job Management Consulting – Banking at Accenture
Industry Management Consulting
Experience
Accenture September 2015 - Present
Protiviti February 2015 - September 2015
Capco February 2014 - December 2014
Morgan Stanley January 2014 - February 2014
AgencyRx November 2013 - January 2014
Wall Street Oasis July 2012 - January 2014
Merrill Lynch September 2013 - November 2013
Financial Buzz Media July 2013 - September 2013
Morgan Stanley February 2013 - August 2013
Nova Capital Global Markets, LLC July 2012 - February 2013
Skills
Project Management, Analytical Skills, Leadership, Consulting, Business Strategy, Social Skills, Wealth Management, Corporate Communications, Agile Methodolgy, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Economics, Fall 2013 Graduate
Accenture September 2015 - Present
Protiviti February 2015 - September 2015
Capco February 2014 - December 2014
Morgan Stanley January 2014 - February 2014
AgencyRx November 2013 - January 2014
Wall Street Oasis July 2012 - January 2014
Merrill Lynch September 2013 - November 2013
Financial Buzz Media July 2013 - September 2013
Morgan Stanley February 2013 - August 2013
Nova Capital Global Markets, LLC July 2012 - February 2013
Skills
Project Management, Analytical Skills, Leadership, Consulting, Business Strategy, Social Skills, Wealth Management, Corporate Communications, Agile Methodolgy, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Economics, Fall 2013 Graduate
Galina Aynbund, CPA Galina Aynbund, CPA's Morgan Stanley Experience May 2009 - May 2010
Job Senior Advisory Consultant at EY
Industry Accounting
Experience
EY November 2014 - Present
KPMG July 2013 - October 2014
KPMG October 2011 - June 2013
BlackRock November 2010 - August 2011
KPMG February 2011 - March 2011
KPMG June 2010 - July 2010
Morgan Stanley May 2009 - May 2010
Baruch College April 2008 - April 2009
Bloomberg L.P. June 2008 - August 2008
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Financial Modeling, US GAAP, Auditing, Finance, SEC filings, GAAP, Corporate Finance, Sarbanes-Oxley Act, Tax, External Audit, CPA, Internal Audit, Financial Statements, Corporate Tax, Tax Accounting, IFRS, Account Reconciliation, Big 4, SEC Filings
Education
City University of New York-Baruch College 2007 — 2011
BBA, Accounting - (CPA Track)
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Accounting
EY November 2014 - Present
KPMG July 2013 - October 2014
KPMG October 2011 - June 2013
BlackRock November 2010 - August 2011
KPMG February 2011 - March 2011
KPMG June 2010 - July 2010
Morgan Stanley May 2009 - May 2010
Baruch College April 2008 - April 2009
Bloomberg L.P. June 2008 - August 2008
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Financial Modeling, US GAAP, Auditing, Finance, SEC filings, GAAP, Corporate Finance, Sarbanes-Oxley Act, Tax, External Audit, CPA, Internal Audit, Financial Statements, Corporate Tax, Tax Accounting, IFRS, Account Reconciliation, Big 4, SEC Filings
Education
City University of New York-Baruch College 2007 — 2011
BBA, Accounting - (CPA Track)
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Accounting
Jordan Weiden Jordan Weiden's Morgan Stanley Experience December 2007 - December 2008
Job Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC October 2014 - Present
Baruch College Zicklin School of Business August 2012 - May 2014
PricewaterhouseCoopers, LLP May 2013 - August 2013
Care One Management, LLC July 2009 - August 2012
Morgan Stanley December 2007 - December 2008
Dreman Value Management November 2006 - May 2007
AlasCorp February 2006 - November 2006
Merrill Lynch January 2005 - December 2005
Skills
Bloomberg Terminal, Factset Research Tool, Axys, Moxy, C++, SQL, VBA, Microsoft Office, Microsoft Excel, Data Analysis, Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Market Analysis, Management, Due Diligence, Accounting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accountancy, 4.0
Touro College 2000 — 2004
B.S, Computer Science, 3.6
PwC October 2014 - Present
Baruch College Zicklin School of Business August 2012 - May 2014
PricewaterhouseCoopers, LLP May 2013 - August 2013
Care One Management, LLC July 2009 - August 2012
Morgan Stanley December 2007 - December 2008
Dreman Value Management November 2006 - May 2007
AlasCorp February 2006 - November 2006
Merrill Lynch January 2005 - December 2005
Skills
Bloomberg Terminal, Factset Research Tool, Axys, Moxy, C++, SQL, VBA, Microsoft Office, Microsoft Excel, Data Analysis, Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Market Analysis, Management, Due Diligence, Accounting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accountancy, 4.0
Touro College 2000 — 2004
B.S, Computer Science, 3.6
Franklin Ma's Morgan Stanley Experience June 2014 - August 2014
Job MFE candidate in Baruch College
Industry Investment Banking
Experience
Morgan Stanley June 2014 - August 2014
CITIC Securities July 2010 - October 2013
Skills
Equity Research, Options, Financial Modeling, Econometrics, Data Analysis, Corporate Finance, Valuation, Data Mining, Financial Analysis, Trading, Economics, Bloomberg, Equities, R
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
MFE
University of California, Berkeley 2014 — 2015
Master of Engineering (M.Eng.), Operations Research, Financial Engineering
Peking University 2010 — 2012
Dual Degree, Economic
Beihang University 2006 — 2010
Bachelor's degree, Astronautics and Aeronautics
Morgan Stanley June 2014 - August 2014
CITIC Securities July 2010 - October 2013
Skills
Equity Research, Options, Financial Modeling, Econometrics, Data Analysis, Corporate Finance, Valuation, Data Mining, Financial Analysis, Trading, Economics, Bloomberg, Equities, R
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
MFE
University of California, Berkeley 2014 — 2015
Master of Engineering (M.Eng.), Operations Research, Financial Engineering
Peking University 2010 — 2012
Dual Degree, Economic
Beihang University 2006 — 2010
Bachelor's degree, Astronautics and Aeronautics
Ken Solis Ken Solis's Morgan Stanley Experience November 1999 - January 2004
Job Senior Vice President at SunTrust Investment Services, Inc.
Industry Investment Management
Experience
SunTrust Investment Services, Inc. November 2013 - Present
SunTrust Investment Services, Inc. December 2010 - Present
Wells Fargo Bank June 2006 - November 2010
Bank of America 2004 - 2006
Morgan Stanley November 1999 - January 2004
Dreyfus 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Certificate, Executive Program
Barry University
SunTrust Investment Services, Inc. November 2013 - Present
SunTrust Investment Services, Inc. December 2010 - Present
Wells Fargo Bank June 2006 - November 2010
Bank of America 2004 - 2006
Morgan Stanley November 1999 - January 2004
Dreyfus 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Certificate, Executive Program
Barry University
Daisy Jaffe Daisy Jaffe's Morgan Stanley Experience 1983 - 2004
Job Financial Executive providing Comprehensive Financial Planning
Industry Financial Services
Experience
Trilogy Financial Services October 2013 - Present
LPL Financial May 2013 - August 2013
Wedbush Securities November 2006 - May 2013
Ryan Beck & Co. 2005 - 2006
Morgan Stanley 1983 - 2004
Skills
Accounting, Portfolio Management, Wealth Management, Strategic Financial..., Private Equity, New Business Development, Financial Reporting, Investments, Tax, Financial Modeling, Asset Management, Financial Analysis, Estate Planning, Due Diligence, Finance, Financial Planning
Education
Baruch College 1978 — 1980
Bachelor of Business Administration (B.B.A.)
Trilogy Financial Services October 2013 - Present
LPL Financial May 2013 - August 2013
Wedbush Securities November 2006 - May 2013
Ryan Beck & Co. 2005 - 2006
Morgan Stanley 1983 - 2004
Skills
Accounting, Portfolio Management, Wealth Management, Strategic Financial..., Private Equity, New Business Development, Financial Reporting, Investments, Tax, Financial Modeling, Asset Management, Financial Analysis, Estate Planning, Due Diligence, Finance, Financial Planning
Education
Baruch College 1978 — 1980
Bachelor of Business Administration (B.B.A.)
Ende Li Ende Li's Morgan Stanley Experience May 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley July 2014 - May 2015
Morgan Stanley February 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Rodman & Renshaw June 2010 - August 2010
Skills
Investments, Financial Reporting, Investment Banking, Strategic Financial..., Financial Services, Bloomberg, Financial Modeling, Budgets, Valuation, Corporate Finance, Bloomberg Terminal, Credit Risk, Financial Analysis, Equities, Financial Projection, Capital Markets, Finance, Credit, Financial Markets, Credit Analysis, Business Valuation, Leveraged Finance, Financial Statement..., Banking, DCF
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
B.B.A, Finance & Investment
Morgan Stanley May 2015 - Present
Morgan Stanley July 2014 - May 2015
Morgan Stanley February 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Rodman & Renshaw June 2010 - August 2010
Skills
Investments, Financial Reporting, Investment Banking, Strategic Financial..., Financial Services, Bloomberg, Financial Modeling, Budgets, Valuation, Corporate Finance, Bloomberg Terminal, Credit Risk, Financial Analysis, Equities, Financial Projection, Capital Markets, Finance, Credit, Financial Markets, Credit Analysis, Business Valuation, Leveraged Finance, Financial Statement..., Banking, DCF
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
B.B.A, Finance & Investment
Hanna Yilma-Kassaye, Financial Services's Morgan Stanley Experience 2004 - 2008
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company 2009 - Present
Morgan Stanley 2004 - 2008
Credit Suisse 2001 - 2003
Skills
Financial Services, Investments, Insurance, Retirement Planning, Securities, Business Analysis, Variable Annuities, Estate Planning, Analysis, Leadership, Social Media, Disability Insurance, 401k Rollovers, Wealth Preservation..., Small Business, Asset Protection, Succession Planning, Business Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
New York University 2001 — 2002
Investment Banking & Finance - Continuing Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company 2009 - Present
Morgan Stanley 2004 - 2008
Credit Suisse 2001 - 2003
Skills
Financial Services, Investments, Insurance, Retirement Planning, Securities, Business Analysis, Variable Annuities, Estate Planning, Analysis, Leadership, Social Media, Disability Insurance, 401k Rollovers, Wealth Preservation..., Small Business, Asset Protection, Succession Planning, Business Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
New York University 2001 — 2002
Investment Banking & Finance - Continuing Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward M. von der Schmidt, CFA's Morgan Stanley Experience October 2010 - February 2014
Job Vice President Rate Sales at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland March 2014 - Present
Morgan Stanley October 2010 - February 2014
Morgan Stanley October 2009 - October 2010
WestLB July 2009 - October 2009
Edward von der Schmidt, III, M.D., Neurosurgery June 2008 - October 2009
Skills
Financial Modeling, Financial Analysis, Fixed Income, Fixed Income Strategies, Interest Rates, Interest Rate..., Capital Markets, Investment Grade Credit, Investment Strategies, Financial Economics, Monetary Economics, Research, Series 7, Series 63, Series 3, Microsoft Excel, PowerPoint, Microsoft Office, CFA Level III - Passed, Economics
Education
Princeton University 2004 — 2008
AB, Economics
The Lawrenceville School 2000 — 2004
Baruch College
Royal Bank of Scotland March 2014 - Present
Morgan Stanley October 2010 - February 2014
Morgan Stanley October 2009 - October 2010
WestLB July 2009 - October 2009
Edward von der Schmidt, III, M.D., Neurosurgery June 2008 - October 2009
Skills
Financial Modeling, Financial Analysis, Fixed Income, Fixed Income Strategies, Interest Rates, Interest Rate..., Capital Markets, Investment Grade Credit, Investment Strategies, Financial Economics, Monetary Economics, Research, Series 7, Series 63, Series 3, Microsoft Excel, PowerPoint, Microsoft Office, CFA Level III - Passed, Economics
Education
Princeton University 2004 — 2008
AB, Economics
The Lawrenceville School 2000 — 2004
Baruch College
Darren Xu Darren Xu's Morgan Stanley Experience June 2015 - Present
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Forum Partners October 2011 - August 2014
PricewaterhouseCoopers September 2010 - September 2011
Interpublic Group June 2007 - September 2009
Kumon June 2001 - December 2002
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship (summa cum laude)
Bronx High School of Science 2002 — 2006
Morgan Stanley June 2015 - Present
Forum Partners October 2011 - August 2014
PricewaterhouseCoopers September 2010 - September 2011
Interpublic Group June 2007 - September 2009
Kumon June 2001 - December 2002
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship (summa cum laude)
Bronx High School of Science 2002 — 2006
Sasha Watson Sasha Watson's Morgan Stanley Experience 2002 - 2004
Job Attorney at Hylton Adamson Watson
Industry Law Practice
Experience
Hylton Adamson Watson, PLLC October 2010 - Present
Law Office of Sasha Watson, Esq. 2009 - 2010
Williams Wilson & Sexton 2007 - 2009
NYSE 2006 - 2006
Bear Stearns 2005 - 2005
Morgan Stanley 2002 - 2004
Skills
Legal Research, Civil Litigation, Legal Writing, Litigation, Commercial Litigation, Immigration Issues, Courts, Mediation, Naturalization, Trials, Personal Injury, Immigration Law
Education
Florida State University 2004 — 2007
Juris Doctor, Law
Barry University 2001 — 2004
Bachelor of Science (BS), Economics and Finance
Hylton Adamson Watson, PLLC October 2010 - Present
Law Office of Sasha Watson, Esq. 2009 - 2010
Williams Wilson & Sexton 2007 - 2009
NYSE 2006 - 2006
Bear Stearns 2005 - 2005
Morgan Stanley 2002 - 2004
Skills
Legal Research, Civil Litigation, Legal Writing, Litigation, Commercial Litigation, Immigration Issues, Courts, Mediation, Naturalization, Trials, Personal Injury, Immigration Law
Education
Florida State University 2004 — 2007
Juris Doctor, Law
Barry University 2001 — 2004
Bachelor of Science (BS), Economics and Finance
Ilya Hoffman Ilya Hoffman's Morgan Stanley Experience January 2008 - December 2009
Job Founder at DemandByte
Industry Marketing and Advertising
Experience
Synapse Automation August 2011 - December 2014
DemandGen January 2010 - August 2011
Morgan Stanley January 2008 - December 2009
Skills
Marketing Automation, Lead Management, Eloqua, Salesforce.com, Marketo, Microsoft CRM, Microsoft Dynamics, Aprimo, Web Development, Ruby, Ruby on Rails, Java, JavaScript, HTML, HTML 5, Heroku, CMS, CRM, Forms, Web Services, Web Applications, Cloud Applications, PHP, Wordpress, Demand Generation, SaaS, Lead Generation, Email Marketing, B2B Marketing, WordPress, Marketing Operations, Multi-channel Marketing, Web Analytics, Analytics, Campaign Management, Marketing Strategy, Marketing, Online Marketing
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Bachelor, Finance, Economics
University at Albany, SUNY 2005 — 2007
Bachelor, Finance, Economics
Synapse Automation August 2011 - December 2014
DemandGen January 2010 - August 2011
Morgan Stanley January 2008 - December 2009
Skills
Marketing Automation, Lead Management, Eloqua, Salesforce.com, Marketo, Microsoft CRM, Microsoft Dynamics, Aprimo, Web Development, Ruby, Ruby on Rails, Java, JavaScript, HTML, HTML 5, Heroku, CMS, CRM, Forms, Web Services, Web Applications, Cloud Applications, PHP, Wordpress, Demand Generation, SaaS, Lead Generation, Email Marketing, B2B Marketing, WordPress, Marketing Operations, Multi-channel Marketing, Web Analytics, Analytics, Campaign Management, Marketing Strategy, Marketing, Online Marketing
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Bachelor, Finance, Economics
University at Albany, SUNY 2005 — 2007
Bachelor, Finance, Economics
Evan Small's Morgan Stanley Experience August 2011 - Present
Job Portfolio Management Associate at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley August 2011 - Present
Ramaz School January 2008 - Present
Cape One Financial September 2009 - December 2010
Spencer Clarke June 2007 - October 2009
Cowan Financial Group August 2006 - February 2007
Skills
Investments, Equities, Asset Allocation, Finance, Wealth Management, Asset Managment, Series 7, Series 63, Series 79
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Yeshiva University 2002 — 2006
Bachelor's, Biology
Morgan Stanley August 2011 - Present
Ramaz School January 2008 - Present
Cape One Financial September 2009 - December 2010
Spencer Clarke June 2007 - October 2009
Cowan Financial Group August 2006 - February 2007
Skills
Investments, Equities, Asset Allocation, Finance, Wealth Management, Asset Managment, Series 7, Series 63, Series 79
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Yeshiva University 2002 — 2006
Bachelor's, Biology
David Epstein, CPA David Epstein, CPA's Morgan Stanley Experience August 1999 - September 2000
Job Global Portfolio Manager Export & Agency Finance at Citigroup
Industry Financial Services
Experience
Citi September 2014 - Present
Citi June 2011 - August 2014
Sumitomo Mitsui Banking Corporation June 2005 - May 2011
Ernst & Young January 2003 - May 2005
Morgan Stanley August 1999 - September 2000
Skills
Excel, Problem Solving, Audit, Financial Reporting, Tax, Regulatory Reporting, Product Control, Accounting, Derivatives, SEC reporting, Financial Analysis, Banking, Fixed Income, Capital Markets, General Ledger, Corporate Finance, Loans, Reconciliation, IFRS, VBA, Microsoft Excel, Account Reconciliation, Auditing, US GAAP, Credit, Equities, Credit Risk, Securities, Financial Services, Finance, Portfolio Management, Financial Modeling, Analysis, Financial Risk, Management, Planetary Science, Robotics, Corporate Espionage
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
MBA, Finance, Taxation
Queens College 2000 — 2003
Bachelors Arts, Accounting & Economics
Citi September 2014 - Present
Citi June 2011 - August 2014
Sumitomo Mitsui Banking Corporation June 2005 - May 2011
Ernst & Young January 2003 - May 2005
Morgan Stanley August 1999 - September 2000
Skills
Excel, Problem Solving, Audit, Financial Reporting, Tax, Regulatory Reporting, Product Control, Accounting, Derivatives, SEC reporting, Financial Analysis, Banking, Fixed Income, Capital Markets, General Ledger, Corporate Finance, Loans, Reconciliation, IFRS, VBA, Microsoft Excel, Account Reconciliation, Auditing, US GAAP, Credit, Equities, Credit Risk, Securities, Financial Services, Finance, Portfolio Management, Financial Modeling, Analysis, Financial Risk, Management, Planetary Science, Robotics, Corporate Espionage
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
MBA, Finance, Taxation
Queens College 2000 — 2003
Bachelors Arts, Accounting & Economics
Ameya Deshmukh Ameya Deshmukh's Morgan Stanley Experience June 2015 - Present
Job Risk Management Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Accenture September 2013 - May 2014
Accenture August 2011 - August 2013
Accenture July 2010 - August 2011
Skills
C, Java, SQL, Unix, ClearCase, ClearQuest, ADT, Eclipse, Rational Software..., Quality Center, QTP, Software Project..., Project Estimation, Java Enterprise Edition, PL/SQL, Core Java, Testing, Quality Assurance, Regression Testing, Oracle, Requirements Analysis, Project Management, SDLC, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance & Information Systems
Pune Institute of Computer Technology
Bachelor of Engineering, Computer Science
Fergusson College 2003 — 2005
Computer Science
The Modern High School, Dubai 1991 — 2003
Morgan Stanley June 2015 - Present
Accenture September 2013 - May 2014
Accenture August 2011 - August 2013
Accenture July 2010 - August 2011
Skills
C, Java, SQL, Unix, ClearCase, ClearQuest, ADT, Eclipse, Rational Software..., Quality Center, QTP, Software Project..., Project Estimation, Java Enterprise Edition, PL/SQL, Core Java, Testing, Quality Assurance, Regression Testing, Oracle, Requirements Analysis, Project Management, SDLC, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance & Information Systems
Pune Institute of Computer Technology
Bachelor of Engineering, Computer Science
Fergusson College 2003 — 2005
Computer Science
The Modern High School, Dubai 1991 — 2003
Elena Feldbaum's Morgan Stanley Experience February 2008 - September 2009
Job Financial Analyst, Officer at State Street
Industry Financial Services
Experience
State Street April 2010 - March 2012
Morgan Stanley February 2008 - September 2009
Morgan Stanley February 2006 - December 2007
Nextcarrier Telecom Inc October 2005 - January 2006
V&F SAP Solutions Inc June 2003 - January 2006
Skills
Account Reconciliation, Forecasting, Financial Reporting, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Science, Finance and Investments
State Street April 2010 - March 2012
Morgan Stanley February 2008 - September 2009
Morgan Stanley February 2006 - December 2007
Nextcarrier Telecom Inc October 2005 - January 2006
V&F SAP Solutions Inc June 2003 - January 2006
Skills
Account Reconciliation, Forecasting, Financial Reporting, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Science, Finance and Investments
Ali Rodell Ali Rodell's Morgan Stanley Experience November 1998 - July 2000
Job Senior Principal Solution Engineer at Metlife, Inc.
Industry Information Technology and Services
Experience
MetLife April 2014 - Present
MetLife February 2010 - April 2014
MetLife January 2007 - February 2010
MetLife December 2003 - January 2007
Monster Worldwide November 2002 - July 2003
MetLife October 2001 - November 2002
RedSky July 2000 - October 2001
Morgan Stanley November 1998 - July 2000
Skills
Program Management, Management, Vendor Management, Insurance, Business Analysis, Process Improvement, IT Strategy, Strategic Planning, Integration, Team Management, Software Documentation, Project Management, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Risk Management, IT Management, Solution Architecture, Enterprise Solution..., Server Architecture, Crisis Management, Technical Project..., IT Project Leadership, Websphere, Project Portfolio..., Web Applications, PMP, WebSphere
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance
Dickinson College 1992 — 1996
Bachelor, East Asian Studies
MetLife April 2014 - Present
MetLife February 2010 - April 2014
MetLife January 2007 - February 2010
MetLife December 2003 - January 2007
Monster Worldwide November 2002 - July 2003
MetLife October 2001 - November 2002
RedSky July 2000 - October 2001
Morgan Stanley November 1998 - July 2000
Skills
Program Management, Management, Vendor Management, Insurance, Business Analysis, Process Improvement, IT Strategy, Strategic Planning, Integration, Team Management, Software Documentation, Project Management, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Risk Management, IT Management, Solution Architecture, Enterprise Solution..., Server Architecture, Crisis Management, Technical Project..., IT Project Leadership, Websphere, Project Portfolio..., Web Applications, PMP, WebSphere
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance
Dickinson College 1992 — 1996
Bachelor, East Asian Studies
Christina Dacauaziliqua Christina Dacauaziliqua's Morgan Stanley Experience August 2013 - Present
Job Global EndUser Training Manager at Morgan Stanley
Industry Professional Training & Coaching
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley January 2012 - July 2013
Morgan Stanley January 2005 - December 2011
Morgan Stanley January 2000 - January 2005
Colégio Expressão January 1993 - December 1994
Skills
Training, Employee Training, CRM, Program Management, Strategy, E-Learning, Instructor-led Training, Coaching, Instructional Design, Training Delivery, Change Management, Performance Management, Spanish, Blended Learning, Hands-on Training, Executive Management, Training & Development, User-centered Design, Staff Development, Learning Management, Career Development, Employee Engagement, Management, Global Projects, People Development, Global Management, Global Strategy, Manage Client..., Brazilian Portuguese, Financial Services, Project Planning, Onboarding, Knowledge Management, Learning Management..., Organizational..., Project Management, Talent Management, Performance Improvement, Leadership Development, Organizational..., People Management, Bilingual, Equity Research, Equities, Great Motivator, Needs Analysis, Team Management, Workshop Facilitation, Leadership, Vendor Management
Education
Teachers College of Columbia University 2005 — 2007
MA, Instructional Technology and Media
Baruch College 2002 — 2004
BA, Political Sciences
Escola Estadual de Segundo Grau “Rui Bloem” 1990 — 1992
Certified Elementary Teacher, Education
Morgan Stanley August 2013 - Present
Morgan Stanley January 2012 - July 2013
Morgan Stanley January 2005 - December 2011
Morgan Stanley January 2000 - January 2005
Colégio Expressão January 1993 - December 1994
Skills
Training, Employee Training, CRM, Program Management, Strategy, E-Learning, Instructor-led Training, Coaching, Instructional Design, Training Delivery, Change Management, Performance Management, Spanish, Blended Learning, Hands-on Training, Executive Management, Training & Development, User-centered Design, Staff Development, Learning Management, Career Development, Employee Engagement, Management, Global Projects, People Development, Global Management, Global Strategy, Manage Client..., Brazilian Portuguese, Financial Services, Project Planning, Onboarding, Knowledge Management, Learning Management..., Organizational..., Project Management, Talent Management, Performance Improvement, Leadership Development, Organizational..., People Management, Bilingual, Equity Research, Equities, Great Motivator, Needs Analysis, Team Management, Workshop Facilitation, Leadership, Vendor Management
Education
Teachers College of Columbia University 2005 — 2007
MA, Instructional Technology and Media
Baruch College 2002 — 2004
BA, Political Sciences
Escola Estadual de Segundo Grau “Rui Bloem” 1990 — 1992
Certified Elementary Teacher, Education
Yukari Matsuyama Yukari Matsuyama's Morgan Stanley Experience June 1998 - April 1999
Job Elementary Library Media Specialist at Manhattan Beach Unified School District
Industry Libraries
Experience
Manhattan Beach Unified School District December 2008 - June 2013
Manhattan Beach Unified School District September 2004 - June 2005
Manhattan Beach Unified School District September 2003 - June 2004
Manhattan Beach Unified School District September 2002 - June 2003
Little Tokyo Service Center June 1999 - September 2000
Morgan Stanley June 1998 - April 1999
Skills
Japanese, Teaching, Library Instruction, Literature, Research, Tutoring, Public Speaking, Collection Development, Cataloging, Social Media
Education
Cornell University 1996 — 1998
BS, Industrial and Labor Relations
Barnard College 1994 — 1995
Manhattan Beach Unified School District December 2008 - June 2013
Manhattan Beach Unified School District September 2004 - June 2005
Manhattan Beach Unified School District September 2003 - June 2004
Manhattan Beach Unified School District September 2002 - June 2003
Little Tokyo Service Center June 1999 - September 2000
Morgan Stanley June 1998 - April 1999
Skills
Japanese, Teaching, Library Instruction, Literature, Research, Tutoring, Public Speaking, Collection Development, Cataloging, Social Media
Education
Cornell University 1996 — 1998
BS, Industrial and Labor Relations
Barnard College 1994 — 1995
Dennis DeGreef Dennis DeGreef's Morgan Stanley Experience June 2010 - July 2012
Job HSBC North America Holdings
Industry Financial Services
Experience
HSBC July 2012 - Present
Morgan Stanley June 2010 - July 2012
The Bank of New York Mellon May 2009 - May 2010
Merrill Lynch May 2007 - May 2009
Merrill Lynch January 2006 - May 2007
Merrill Lynch & Co., Inc. 2003 - 2006
Omni Financial Research 2001 - 2003
Skills
Operational Risk, Enterprise Risk..., Risk Management, Auditing, Fixed Income, Internal Controls, Analysis, Internal Audit, Investment Banking, Business Analysis, Banking, Financial Risk, Operational Risk..., Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
B.B.A., Finance
HSBC July 2012 - Present
Morgan Stanley June 2010 - July 2012
The Bank of New York Mellon May 2009 - May 2010
Merrill Lynch May 2007 - May 2009
Merrill Lynch January 2006 - May 2007
Merrill Lynch & Co., Inc. 2003 - 2006
Omni Financial Research 2001 - 2003
Skills
Operational Risk, Enterprise Risk..., Risk Management, Auditing, Fixed Income, Internal Controls, Analysis, Internal Audit, Investment Banking, Business Analysis, Banking, Financial Risk, Operational Risk..., Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
B.B.A., Finance
Frank D'Auguste Frank D'Auguste's Morgan Stanley Experience October 2012 - December 2012
Job Senior Project Manager at GT Nexus
Industry Information Technology and Services
Experience
GT Nexus June 2014 - Present
SST Systems / Consulting December 2013 - February 2014
SunGard Availability Services January 2013 - October 2013
Morgan Stanley October 2012 - December 2012
Nomura Securities October 2009 - July 2012
AIG December 2008 - July 2009
Lehman Brothers June 2007 - December 2008
JPMorgan Chase December 2006 - June 2007
Princeton Information September 2006 - December 2006
Rutgers University October 2001 - September 2006
Skills
PMP, Quality Assurance, SDLC, Disaster Recovery, PMO, Process Improvement, Project Management, User Acceptance Testing, Software Documentation, Vendor Management, Data Center, Agile Methodologies, Software Project..., Change Management, SharePoint, Testing, Risk Management, Project Delivery, Quality Center, Software Development, Business Analysis, Project Portfolio..., Unix, Information Technology, Software Quality..., Program Management, Management, Databases, Governance, Service Delivery, Infrastructure, Release Management, Visio, Resource Management, Requirements Analysis, IT Management, Enterprise Architecture, Team Management, Integration, Analysis, IT Strategy, Project Planning, Business Process, MS Project, Outsourcing, ITIL, Business Intelligence, Leadership, IT Service Management, IT Operations
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2009
Certification Class, Project Management
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2005
MINI-MBA, Mini MBA
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2004
Certification, IT and IT Security
City University of New York-Baruch College 1974 — 1977
BBA, Business
Kingsborough Community College 1972 — 1974
AAS, Management
GT Nexus June 2014 - Present
SST Systems / Consulting December 2013 - February 2014
SunGard Availability Services January 2013 - October 2013
Morgan Stanley October 2012 - December 2012
Nomura Securities October 2009 - July 2012
AIG December 2008 - July 2009
Lehman Brothers June 2007 - December 2008
JPMorgan Chase December 2006 - June 2007
Princeton Information September 2006 - December 2006
Rutgers University October 2001 - September 2006
Skills
PMP, Quality Assurance, SDLC, Disaster Recovery, PMO, Process Improvement, Project Management, User Acceptance Testing, Software Documentation, Vendor Management, Data Center, Agile Methodologies, Software Project..., Change Management, SharePoint, Testing, Risk Management, Project Delivery, Quality Center, Software Development, Business Analysis, Project Portfolio..., Unix, Information Technology, Software Quality..., Program Management, Management, Databases, Governance, Service Delivery, Infrastructure, Release Management, Visio, Resource Management, Requirements Analysis, IT Management, Enterprise Architecture, Team Management, Integration, Analysis, IT Strategy, Project Planning, Business Process, MS Project, Outsourcing, ITIL, Business Intelligence, Leadership, IT Service Management, IT Operations
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2009
Certification Class, Project Management
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2005
MINI-MBA, Mini MBA
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2004
Certification, IT and IT Security
City University of New York-Baruch College 1974 — 1977
BBA, Business
Kingsborough Community College 1972 — 1974
AAS, Management
Aditi Rao Aditi Rao's Morgan Stanley Experience June 2014 - August 2014
Job Graduate Student at Baruch College
Industry Information Technology and Services
Experience
Morgan Stanley June 2014 - August 2014
Nokia Siemens Networks August 2010 - October 2012
Skills
C, Java, C++, Eclipse, Unix, Perl, Linux, Agile Methodologies, Software Development, Shell Scripting
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master's Degree, Computer Information Systems
National Institute of Engineering 2006 — 2010
BE, Information Science
Morgan Stanley June 2014 - August 2014
Nokia Siemens Networks August 2010 - October 2012
Skills
C, Java, C++, Eclipse, Unix, Perl, Linux, Agile Methodologies, Software Development, Shell Scripting
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master's Degree, Computer Information Systems
National Institute of Engineering 2006 — 2010
BE, Information Science
Carlos Victoria Carlos Victoria's Morgan Stanley Experience May 2009 - April 2012
Job CISA and CISSP
Industry Financial Services
Experience
New York-Presbyterian Hospital January 2015 - Present
American Express July 2013 - December 2014
EY May 2012 - June 2013
Morgan Stanley May 2009 - April 2012
Baruch College December 2006 - May 2009
Disney ABC Television Group July 2008 - December 2008
Hostos Community College / Research Foundation CUNY January 2005 - December 2006
Quirurgil S.A. June 2003 - December 2003
Quimpac de Colombia S.A. August 2002 - March 2003
Skills
Attention To Detail, Data Analysis, Project Coordination, Teamwork, IT Audit, Time Management, Getting The Job Done, Computer Security, ITIL, Risk Management, SDLC, Business Process, Information Security, Information Technology
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Computer Information Systems
City University of New York City College 2004 — 2005
M.S., Electrical Engineering
Pontificia Universidad Javeriana 1997 — 2003
B.E., Electronics Engineering
New York-Presbyterian Hospital January 2015 - Present
American Express July 2013 - December 2014
EY May 2012 - June 2013
Morgan Stanley May 2009 - April 2012
Baruch College December 2006 - May 2009
Disney ABC Television Group July 2008 - December 2008
Hostos Community College / Research Foundation CUNY January 2005 - December 2006
Quirurgil S.A. June 2003 - December 2003
Quimpac de Colombia S.A. August 2002 - March 2003
Skills
Attention To Detail, Data Analysis, Project Coordination, Teamwork, IT Audit, Time Management, Getting The Job Done, Computer Security, ITIL, Risk Management, SDLC, Business Process, Information Security, Information Technology
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Computer Information Systems
City University of New York City College 2004 — 2005
M.S., Electrical Engineering
Pontificia Universidad Javeriana 1997 — 2003
B.E., Electronics Engineering
Hannah Capaloff-Jones's Morgan Stanley Experience July 2015 - Present
Job Equity & Structured Products Trade Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
Gilberto Hernandez-Gomez's Morgan Stanley Experience March 2015 - August 2015
Job Incoming Fixed Income Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Baruch Investment Management Group January 2013 - Present
The Saint’s Brigade Drum and Bugle Corps January 2012 - Present
Morgan Stanley March 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
Personal September 2010 - June 2015
Executive Monetary Management (EMM) June 2014 - September 2014
National Securities November 2013 - May 2014
World Technology Corporation September 2013 - November 2013
Star Toilet Paper June 2013 - August 2013
Investment Management Group at Baruch January 2013 - March 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Calculus, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Leadership, Mathematics, Data Analytics, Statistics, Excel, Bloomberg Software, Sales, Problem Solving, Marketing Strategy, Fundamental Analysis, Trading, Team Management, Team Leadership, Team Building, Communication Skills, Market Research, Python, Sports, Percussion, Labview, AutoCAD, Matlab, Word, Social Media, Management, Bloomberg, Quantitative Finance, Financial Analysis, Data Analysis, Equity Research, Finance, Analysis, Equities, Research, Investments, Mutual Funds, Financial Modeling, VBA, Capital IQ, Time Series Analysis
Education
Baruch College 2012 — 2015
Bachelor of Arts (BA), Mathematics
Polytechnic Institute of New York University 2011 — 2015
Bachelor of Science (BS), Mathematics
Port Chester Senior High School 2007 — 2011
Advanced Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Baruch Investment Management Group January 2013 - Present
The Saint’s Brigade Drum and Bugle Corps January 2012 - Present
Morgan Stanley March 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
Personal September 2010 - June 2015
Executive Monetary Management (EMM) June 2014 - September 2014
National Securities November 2013 - May 2014
World Technology Corporation September 2013 - November 2013
Star Toilet Paper June 2013 - August 2013
Investment Management Group at Baruch January 2013 - March 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Calculus, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Leadership, Mathematics, Data Analytics, Statistics, Excel, Bloomberg Software, Sales, Problem Solving, Marketing Strategy, Fundamental Analysis, Trading, Team Management, Team Leadership, Team Building, Communication Skills, Market Research, Python, Sports, Percussion, Labview, AutoCAD, Matlab, Word, Social Media, Management, Bloomberg, Quantitative Finance, Financial Analysis, Data Analysis, Equity Research, Finance, Analysis, Equities, Research, Investments, Mutual Funds, Financial Modeling, VBA, Capital IQ, Time Series Analysis
Education
Baruch College 2012 — 2015
Bachelor of Arts (BA), Mathematics
Polytechnic Institute of New York University 2011 — 2015
Bachelor of Science (BS), Mathematics
Port Chester Senior High School 2007 — 2011
Advanced Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Avon King, MBA, CRCMP, SSGB Avon King, MBA, CRCMP, SSGB's Morgan Stanley Experience August 2015 - Present
Job Compliance/Operations Professional
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Tangible Concepts Consulting February 2012 - Present
Morgan Stanley 2013 - 2015
Linq Financial Group March 2009 - July 2013
MassMutual Financial Group March 2009 - July 2013
WallStreet*E Financial Services March 2007 - March 2009
MetLife Financial Services May 2006 - February 2007
Skills
Insurance, Compliance, Securities, FINRA, Valuation, Risk Management, Data Analysis, Research, Management Consulting, Operations Management, Business Process..., Business Strategy, Employee Management, Employment Law, Six Sigma, Mutual Funds, Investments, Strategic Financial..., Financial Services, Finance, Retirement Planning, Banking, Long Term Care Insurance, Long-term Care, Fixed Annuities, Trading, Disability Insurance, 401k, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Asset Management, Series 63, Life Insurance, Series 7, IRAs, Variable Annuities, Investment Strategies, Series 24, Financial Planning
Education
Villanova University 2012 — 2012
Six Sigma Green Belt
Nova Southeastern University 2008 — 2011
MBA, Finance, 3.7
Barry University 2001 — 2005
BA, Finance/Economics
All Saints Cathedral 1998 — 2001
High School Diploma
Morgan Stanley August 2015 - Present
Tangible Concepts Consulting February 2012 - Present
Morgan Stanley 2013 - 2015
Linq Financial Group March 2009 - July 2013
MassMutual Financial Group March 2009 - July 2013
WallStreet*E Financial Services March 2007 - March 2009
MetLife Financial Services May 2006 - February 2007
Skills
Insurance, Compliance, Securities, FINRA, Valuation, Risk Management, Data Analysis, Research, Management Consulting, Operations Management, Business Process..., Business Strategy, Employee Management, Employment Law, Six Sigma, Mutual Funds, Investments, Strategic Financial..., Financial Services, Finance, Retirement Planning, Banking, Long Term Care Insurance, Long-term Care, Fixed Annuities, Trading, Disability Insurance, 401k, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Asset Management, Series 63, Life Insurance, Series 7, IRAs, Variable Annuities, Investment Strategies, Series 24, Financial Planning
Education
Villanova University 2012 — 2012
Six Sigma Green Belt
Nova Southeastern University 2008 — 2011
MBA, Finance, 3.7
Barry University 2001 — 2005
BA, Finance/Economics
All Saints Cathedral 1998 — 2001
High School Diploma
Joli Richards Joli Richards's Morgan Stanley Experience 2010 - 2011
Job Vice President, Account Manager, PCM Client Management
Industry Financial Services
Experience
HSBC 2014 - Present
Capital One 2013 - October 2014
Morgan Stanley Investment Management 2011 - 2012
Morgan Stanley 2010 - 2011
Morgan Stanley 2007 - 2010
SMBC Capital Markets May 2006 - November 2006
Skills
Excel, Bloomberg, Fixed Income Products, Financial Analysis, Cross-functional Team..., Banking Relationships, Business Process..., Cash Management, Fixed Income, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
BBA, Finance & Economics
HSBC 2014 - Present
Capital One 2013 - October 2014
Morgan Stanley Investment Management 2011 - 2012
Morgan Stanley 2010 - 2011
Morgan Stanley 2007 - 2010
SMBC Capital Markets May 2006 - November 2006
Skills
Excel, Bloomberg, Fixed Income Products, Financial Analysis, Cross-functional Team..., Banking Relationships, Business Process..., Cash Management, Fixed Income, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
BBA, Finance & Economics
Alexandra Ivanova Alexandra Ivanova's Morgan Stanley Experience September 2012 - Present
Job HR Data and Reporting Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley December 2011 - September 2012
AHRC January 2007 - December 2011
New York City Council March 2011 - June 2011
AHRC December 2010 - June 2011
Skills
Business Objects Data..., PeopleSoft, Peopleclick, Access, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Community Outreach, Project Management, Case Managment, Customer Service, Data Analysis, Microsoft Visio, Workday
Education
City University of New York-Baruch College 2009 — 2011
MPA, Government Affairs, Public Administration
Karaganda State University 2000 — 2005
BA, English, French, Foreign Literature
Morgan Stanley September 2012 - Present
Morgan Stanley December 2011 - September 2012
AHRC January 2007 - December 2011
New York City Council March 2011 - June 2011
AHRC December 2010 - June 2011
Skills
Business Objects Data..., PeopleSoft, Peopleclick, Access, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Community Outreach, Project Management, Case Managment, Customer Service, Data Analysis, Microsoft Visio, Workday
Education
City University of New York-Baruch College 2009 — 2011
MPA, Government Affairs, Public Administration
Karaganda State University 2000 — 2005
BA, English, French, Foreign Literature
NyAsia Jordan NyAsia Jordan's Morgan Stanley Experience June 2009 - November 2011
Job Experienced Financial Control & Compliance Professional
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase July 2012 - September 2013
Federal Reserve Bank of New York November 2011 - July 2012
Morgan Stanley June 2009 - November 2011
Morgan Stanley September 2007 - June 2009
Morgan Stanley May 2007 - September 2007
AT&T May 2006 - May 2007
Hartford Financial Services September 2005 - May 2006
Skills
Risk Management, Finance, Forecasting, Analysis, Auditing, Accounting, Corporate Finance, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Strategy, Access, Management, Account Reconciliation, Valuation, Financial Risk, Due Diligence, Financial Modeling, Bloomberg, Financial Services, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Executive MS, Financial Statement Analysis & Securities Valuation
City University of New York-Herbert H. Lehman College 2004 — 2008
BBA, Finance
JPMorgan Chase September 2013 - Present
JPMorgan Chase July 2012 - September 2013
Federal Reserve Bank of New York November 2011 - July 2012
Morgan Stanley June 2009 - November 2011
Morgan Stanley September 2007 - June 2009
Morgan Stanley May 2007 - September 2007
AT&T May 2006 - May 2007
Hartford Financial Services September 2005 - May 2006
Skills
Risk Management, Finance, Forecasting, Analysis, Auditing, Accounting, Corporate Finance, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Strategy, Access, Management, Account Reconciliation, Valuation, Financial Risk, Due Diligence, Financial Modeling, Bloomberg, Financial Services, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Executive MS, Financial Statement Analysis & Securities Valuation
City University of New York-Herbert H. Lehman College 2004 — 2008
BBA, Finance
Divya Mehta Divya Mehta's Morgan Stanley Experience May 2013 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Capco July 2010 - May 2013
Provident Group June 2009 - January 2010
PS Enterprise August 2007 - August 2008
Merrill Lynch June 2004 - June 2007
Skills
Financial Modeling &..., Market Research & Due..., Qualitative &..., Client Advisory &..., Critical Thinking &..., Interdisciplinary..., Market Research, Mergers, Financial Modeling, Valuation, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Investments, Finance, Analysis, Financial Services, Strategy, Investment Banking, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Jamnabai Narsee School 1985 — 2008
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.S., Economics
Morgan Stanley May 2013 - Present
Capco July 2010 - May 2013
Provident Group June 2009 - January 2010
PS Enterprise August 2007 - August 2008
Merrill Lynch June 2004 - June 2007
Skills
Financial Modeling &..., Market Research & Due..., Qualitative &..., Client Advisory &..., Critical Thinking &..., Interdisciplinary..., Market Research, Mergers, Financial Modeling, Valuation, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Investments, Finance, Analysis, Financial Services, Strategy, Investment Banking, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Jamnabai Narsee School 1985 — 2008
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.S., Economics
Fan (Fiona) Zou Fan (Fiona) Zou's Morgan Stanley Experience September 2009 - June 2013
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
Morgan Stanley September 2009 - June 2013
Clearwater Capital Partners May 2009 - August 2009
Citi April 2008 - July 2008
Skills
Credit Risk, VBA, Basel II, Risk Management, SQL, Matlab, C++, SAS
Education
City University of New York-Baruch College
Master's Degree, Financial Engineering
Columbia University in the City of New York
Master's Degree, Statistics
HEC Montréal
Exchange, Business Administration
Sun Yat-Sen University
Bachelor's Degree, Finance
HSBC July 2013 - Present
Morgan Stanley September 2009 - June 2013
Clearwater Capital Partners May 2009 - August 2009
Citi April 2008 - July 2008
Skills
Credit Risk, VBA, Basel II, Risk Management, SQL, Matlab, C++, SAS
Education
City University of New York-Baruch College
Master's Degree, Financial Engineering
Columbia University in the City of New York
Master's Degree, Statistics
HEC Montréal
Exchange, Business Administration
Sun Yat-Sen University
Bachelor's Degree, Finance
Christine Ortolano Christine Ortolano's Morgan Stanley Experience April 1986 - August 1991
Job Executive Assistant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Deutsche Bank - Fixed Income (Consultant) June 2012 - February 2015
Societe Generale June 2010 - April 2011
J. P. Morgan Securities, Inc. October 2008 - May 2009
Bear Stearns & Co., Inc. February 1992 - January 2007
Morgan Stanley April 1986 - August 1991
Skills
Series 7, Series 63, Microsoft Office 2007, Securities, Fixed Income, Bloomberg, Client Service, Investment Banking, Equities, Fixed Income Products, Institutional Clients, High Net Worth..., Compliance Matters, Oasys, DTC, Euroclear, Repos, Interest Rate Swaps, Financial Services, Trading, Bonds, Options, Derivatives, Mutual Funds, Financial Markets, Alternative Investments, Portfolio Management, Asset Management, Financial Risk, FX Options, Valuation, Private Equity, Investments, Client Services, Institutional..., Microsoft Office, Management, Finance, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
B.B.A., Management - Human Resources
The Berkeley School
A.A.S., Business Administration and Management, General
Credit Suisse May 2015 - Present
Deutsche Bank - Fixed Income (Consultant) June 2012 - February 2015
Societe Generale June 2010 - April 2011
J. P. Morgan Securities, Inc. October 2008 - May 2009
Bear Stearns & Co., Inc. February 1992 - January 2007
Morgan Stanley April 1986 - August 1991
Skills
Series 7, Series 63, Microsoft Office 2007, Securities, Fixed Income, Bloomberg, Client Service, Investment Banking, Equities, Fixed Income Products, Institutional Clients, High Net Worth..., Compliance Matters, Oasys, DTC, Euroclear, Repos, Interest Rate Swaps, Financial Services, Trading, Bonds, Options, Derivatives, Mutual Funds, Financial Markets, Alternative Investments, Portfolio Management, Asset Management, Financial Risk, FX Options, Valuation, Private Equity, Investments, Client Services, Institutional..., Microsoft Office, Management, Finance, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
B.B.A., Management - Human Resources
The Berkeley School
A.A.S., Business Administration and Management, General
Itay Golan Itay Golan's Morgan Stanley Experience 2006 - 2008
Job Associate at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2015 - Present
VAR Group 2014 - 2015
Bank Leumi USA January 2010 - November 2013
UCTrend Technologies July 2007 - February 2010
Bloomberg 2008 - 2010
Morgan Stanley 2006 - 2008
United States Senate SAA- Subcommittee on Financial Management 2004 - 2004
Israeli Defense Force August 1998 - August 2001
Skills
Equities, Investments, Financial Analysis, Banking, Financial Modeling, Portfolio Management, Credit, Derivatives, Finance, Mutual Funds, Corporate Finance, Leadership, Financial Markets, Valuation, Risk Management, Analysis, Strategic Planning, Investment Banking, Management, Fixed Income, Business Analysis, Research, Business Strategy, Financial Services, Trading, Options, Economics, Financial Reporting, Microsoft Office, Due Diligence, Bloomberg, Business Planning, Accounting, Entrepreneurship, Loans, Capital Markets, Microsoft Excel, Credit Analysis, PowerPoint, Data Analysis, Excel, Budgeting, Customer Relations, Word, Management Consulting, Negotiation, Forecasting, English, Competitive Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Université Jean Moulin (Lyon III) 2013 — 2013
MBA, Study Abroad
Manhattanville College 2003 — 2007
BA, Finance and International Studies
American University of Rome 2005 — 2006
BA, Finance /International Studies
Standard & Poor's September 2015 - Present
VAR Group 2014 - 2015
Bank Leumi USA January 2010 - November 2013
UCTrend Technologies July 2007 - February 2010
Bloomberg 2008 - 2010
Morgan Stanley 2006 - 2008
United States Senate SAA- Subcommittee on Financial Management 2004 - 2004
Israeli Defense Force August 1998 - August 2001
Skills
Equities, Investments, Financial Analysis, Banking, Financial Modeling, Portfolio Management, Credit, Derivatives, Finance, Mutual Funds, Corporate Finance, Leadership, Financial Markets, Valuation, Risk Management, Analysis, Strategic Planning, Investment Banking, Management, Fixed Income, Business Analysis, Research, Business Strategy, Financial Services, Trading, Options, Economics, Financial Reporting, Microsoft Office, Due Diligence, Bloomberg, Business Planning, Accounting, Entrepreneurship, Loans, Capital Markets, Microsoft Excel, Credit Analysis, PowerPoint, Data Analysis, Excel, Budgeting, Customer Relations, Word, Management Consulting, Negotiation, Forecasting, English, Competitive Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Université Jean Moulin (Lyon III) 2013 — 2013
MBA, Study Abroad
Manhattanville College 2003 — 2007
BA, Finance and International Studies
American University of Rome 2005 — 2006
BA, Finance /International Studies
David Tsui David Tsui's Morgan Stanley Experience May 2014 - April 2015
Job Assistant Budget Analyst at Office of Management and Budget
Industry Financial Services
Experience
Neuberger Berman May 2015 - July 2015
Morgan Stanley May 2014 - April 2015
Citigroup August 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Goldman Sachs August 2012 - June 2013
Education
Baruch College 2011 — 2015
B.B.A., Finance
Midwood High School at Brooklyn College 2008 — 2011
Advanced Regents Diploma with Honors, A.P. Scholar
Neuberger Berman May 2015 - July 2015
Morgan Stanley May 2014 - April 2015
Citigroup August 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Goldman Sachs August 2012 - June 2013
Education
Baruch College 2011 — 2015
B.B.A., Finance
Midwood High School at Brooklyn College 2008 — 2011
Advanced Regents Diploma with Honors, A.P. Scholar
Julie Tan Julie Tan's Morgan Stanley Experience December 2012 - May 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Morgan Stanley December 2012 - May 2014
Goldman Sachs via PRO Unlimited April 2012 - September 2012
Labaton Sucharow LLP January 2012 - April 2012
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS)
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA)
Brooklyn Technical High School 2006 — 2010
J.P. Morgan June 2014 - Present
Morgan Stanley December 2012 - May 2014
Goldman Sachs via PRO Unlimited April 2012 - September 2012
Labaton Sucharow LLP January 2012 - April 2012
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS)
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA)
Brooklyn Technical High School 2006 — 2010
Anthony Angilletta's Morgan Stanley Experience December 2011 - May 2015
Job Senior Internal Wholesaler at BNY Mellon/Dreyfus
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Morgan Stanley December 2011 - May 2015
Centerplate June 2010 - September 2011
Skills
Financial Analysis, Bloomberg, Finance, Asset Managment, General Administrative..., Client Service, Microsoft Excel, Microsoft Office, Wealth Management..., Alternative Investments, Series 7, Securities, ETFs, Equity Research, Series 63
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance, 3.5
BNY Mellon June 2015 - Present
Morgan Stanley December 2011 - May 2015
Centerplate June 2010 - September 2011
Skills
Financial Analysis, Bloomberg, Finance, Asset Managment, General Administrative..., Client Service, Microsoft Excel, Microsoft Office, Wealth Management..., Alternative Investments, Series 7, Securities, ETFs, Equity Research, Series 63
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance, 3.5
Andrew De Rosa Andrew De Rosa's Morgan Stanley Experience June 2015 - Present
Job 2015 Corporate Treasury Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
ClipperData LLC June 2014 - May 2015
Lacoste June 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research
Education
City University of New York-Baruch College 2012 — 2016
Academy for Information Technology 2008 — 2012
Morgan Stanley June 2015 - Present
ClipperData LLC June 2014 - May 2015
Lacoste June 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research
Education
City University of New York-Baruch College 2012 — 2016
Academy for Information Technology 2008 — 2012
Cathryn C. Boera Cathryn C. Boera's Morgan Stanley Experience October 2001 - October 2003
Job Assistant District Attorney
Industry Law Practice
Experience
Rockland County District Attorney September 2013 - Present
Solo practioner - Criminal Defense April 2011 - December 2012
Office of the Public Defender, Ninth Judicial Circuit January 2010 - May 2010
Morgan Stanley October 2001 - October 2003
TD Waterhouse Discount Brokerage July 1999 - October 2001
Education
Villanova University 1995 — 1999
Bachelor of Arts (B.A.), History
Florida International University - College of Business 2005 — 2006
Barry University - Dwayne O. Andreas School of Law 2007 — 2010
Juris Doctor
Rockland County District Attorney September 2013 - Present
Solo practioner - Criminal Defense April 2011 - December 2012
Office of the Public Defender, Ninth Judicial Circuit January 2010 - May 2010
Morgan Stanley October 2001 - October 2003
TD Waterhouse Discount Brokerage July 1999 - October 2001
Education
Villanova University 1995 — 1999
Bachelor of Arts (B.A.), History
Florida International University - College of Business 2005 — 2006
Barry University - Dwayne O. Andreas School of Law 2007 — 2010
Juris Doctor
Anna Shpook Anna Shpook's Morgan Stanley Experience December 2005 - June 2006
Job Corporate and Investment Bank Oversight and Control Officer at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan Chase May 2011 - June 2014
Goldman Sachs & Co. February 2007 - May 2011
Morgan Stanley December 2005 - June 2006
Skills
Leadership, Management, Finance, Auditing, Budgets, Account Reconciliation, Internal Audit
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
J.P. Morgan July 2014 - Present
J.P. Morgan Chase May 2011 - June 2014
Goldman Sachs & Co. February 2007 - May 2011
Morgan Stanley December 2005 - June 2006
Skills
Leadership, Management, Finance, Auditing, Budgets, Account Reconciliation, Internal Audit
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Jerry Hao Jerry Hao's Morgan Stanley Experience June 2006 - July 2011
Job Associate at NYU Innovation Venture Fund, Cofounder at Catch Coffee
Industry Internet
Experience
New York University January 2014 - Present
Catch Coffee January 2013 - Present
New York University May 2012 - December 2012
AOL Ventures April 2012 - May 2012
Morgan Stanley June 2006 - July 2011
Skills
Entrepreneurship, Product Management, Analytics, Data Analysis, Due Diligence, Strategy, Venture Capital, Financial Analysis, Front-end Design, CSS3, JavaScript, jQuery, Ruby on Rails, Node.js, Competitive Analysis, Valuation, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration, Entrepreneurship/Entrepreneurial Studies
Baruch College, City University of New York (CUNY) 2004 — 2006
Bachelor of Business Administration, Finance, Investments, Mathematics
Bronx High School of Science
New York University January 2014 - Present
Catch Coffee January 2013 - Present
New York University May 2012 - December 2012
AOL Ventures April 2012 - May 2012
Morgan Stanley June 2006 - July 2011
Skills
Entrepreneurship, Product Management, Analytics, Data Analysis, Due Diligence, Strategy, Venture Capital, Financial Analysis, Front-end Design, CSS3, JavaScript, jQuery, Ruby on Rails, Node.js, Competitive Analysis, Valuation, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration, Entrepreneurship/Entrepreneurial Studies
Baruch College, City University of New York (CUNY) 2004 — 2006
Bachelor of Business Administration, Finance, Investments, Mathematics
Bronx High School of Science
Jackie Luo Jackie Luo's Morgan Stanley Experience November 2014 - Present
Job Compensation Manager at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley November 2014 - Present
McGraw Hill Financial June 2011 - Present
Skills
Recruiting, Applicant Tracking..., Human Resources, Interviews, Analysis, Global Compensation, Incentive Programs, HRIS, Talent Acquisition, Project Management, Process Improvement, Compensation Surveys, Job Evaluation, Total Rewards, Compensation Strategies, Data Analysis, HR Metrics, Performance Management, Microsoft Excel, Financial Services, Diversity, Business Process..., Talent Management, Resume Writing, SharePoint, Vendor Management, Internet Recruiting
Education
City University of New York-Hunter College 2003 — 2006
Bachelor's degree
Baruch College
Morgan Stanley November 2014 - Present
McGraw Hill Financial June 2011 - Present
Skills
Recruiting, Applicant Tracking..., Human Resources, Interviews, Analysis, Global Compensation, Incentive Programs, HRIS, Talent Acquisition, Project Management, Process Improvement, Compensation Surveys, Job Evaluation, Total Rewards, Compensation Strategies, Data Analysis, HR Metrics, Performance Management, Microsoft Excel, Financial Services, Diversity, Business Process..., Talent Management, Resume Writing, SharePoint, Vendor Management, Internet Recruiting
Education
City University of New York-Hunter College 2003 — 2006
Bachelor's degree
Baruch College
Deborah dekoff Deborah dekoff's Morgan Stanley Experience April 1985 - September 2001
Job Managing Director at the DND Group, Inc.
Industry Events Services
Experience
the DND Group, Inc. October 2014 - Present
Achieve Productions Inc 2001 - December 2014
Morgan Stanley April 1985 - September 2001
Skills
Event Management, Strategic Planning, Sales, Entrepreneurship, Training, Marketing Strategy, Marketing, Social Networking, New Business Development, Small Business, Event Planning, Strategic Communications, Public Relations, Corporate Events, Coordinating Events, Leadership, Sales Management, Philanthropy, Sales Management..., Executive Management
Education
New York University 2007 — 2008
Certification, Organizational and Executive Coaching
New York University 2000 — 2001
Meeting Conference & Event Management
Baruch College, City University of New York (CUNY)
Business Administration, Marketing
iRelaunch Boot Camp I & II
Organizational Coaching
the DND Group, Inc. October 2014 - Present
Achieve Productions Inc 2001 - December 2014
Morgan Stanley April 1985 - September 2001
Skills
Event Management, Strategic Planning, Sales, Entrepreneurship, Training, Marketing Strategy, Marketing, Social Networking, New Business Development, Small Business, Event Planning, Strategic Communications, Public Relations, Corporate Events, Coordinating Events, Leadership, Sales Management, Philanthropy, Sales Management..., Executive Management
Education
New York University 2007 — 2008
Certification, Organizational and Executive Coaching
New York University 2000 — 2001
Meeting Conference & Event Management
Baruch College, City University of New York (CUNY)
Business Administration, Marketing
iRelaunch Boot Camp I & II
Organizational Coaching
bill diomis's Morgan Stanley Experience December 2014 - Present
Job Vice Precident at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley June 2011 - Present
Skills
Trading, Stochastic Calculus, Quantitative Finance, Options
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
MSc, Financial Engineering
New York University 2005 — 2009
BA, Mathematics & Economics
Morgan Stanley December 2014 - Present
Morgan Stanley June 2011 - Present
Skills
Trading, Stochastic Calculus, Quantitative Finance, Options
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
MSc, Financial Engineering
New York University 2005 — 2009
BA, Mathematics & Economics
Jim De Alto's Morgan Stanley Experience 1986 - 1998
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial & Commercial Bank of China (ICBC) Financial Services LLC January 2011 - Present
BNP Paribas August 2009 - November 2010
Celadon Financial Group, LLC February 2009 - August 2009
JPMorgan Chase Bank March 2007 - August 2008
Citigroup Global Transaction Services 2004 - 2007
Banc of America Securities September 1998 - August 2004
Morgan Stanley 1986 - 1998
Goldman Sachs 1983 - 1986
Skills
Prime Brokerage, Client Service, Customer Relations, Negotiation, Hedge Funds, Back Office, Fixed Income, Equities, Series 7, Capital Markets, Series 63, Trading Systems, Securities Lending, Banking, Alternative Investments, Bloomberg, Cash Management, Client Services, Credit Risk, Asset Management, Customer Service, Derivatives, Electronic Trading, Equity Trading, FX Options, Finance, Financial Markets, Financial Services, Financial Risk, Investment Banking, Investments, Middle Office, Options, Outsourcing, Securities, Trading, Treasury
Education
Baruch College, City University of New York (CUNY)
BBA
Industrial & Commercial Bank of China (ICBC) Financial Services LLC January 2011 - Present
BNP Paribas August 2009 - November 2010
Celadon Financial Group, LLC February 2009 - August 2009
JPMorgan Chase Bank March 2007 - August 2008
Citigroup Global Transaction Services 2004 - 2007
Banc of America Securities September 1998 - August 2004
Morgan Stanley 1986 - 1998
Goldman Sachs 1983 - 1986
Skills
Prime Brokerage, Client Service, Customer Relations, Negotiation, Hedge Funds, Back Office, Fixed Income, Equities, Series 7, Capital Markets, Series 63, Trading Systems, Securities Lending, Banking, Alternative Investments, Bloomberg, Cash Management, Client Services, Credit Risk, Asset Management, Customer Service, Derivatives, Electronic Trading, Equity Trading, FX Options, Finance, Financial Markets, Financial Services, Financial Risk, Investment Banking, Investments, Middle Office, Options, Outsourcing, Securities, Trading, Treasury
Education
Baruch College, City University of New York (CUNY)
BBA
Andrey Volosevich Andrey Volosevich's Morgan Stanley Experience May 2011 - May 2013
Job Principal ISV Technical Evangelist at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com June 2013 - Present
Morgan Stanley May 2011 - May 2013
Fujitsu America August 2008 - May 2011
salesforce.com September 2005 - April 2011
Sungard Consulting Services October 2006 - August 2008
Accenture May 2004 - October 2006
International Awards Group November 2003 - May 2004
Skills
Force.com, Salesforce.com, Agile Methodologies, CRM, Cloud Computing, SaaS, Financial Services, Design Patterns, Enterprise Architecture, Technical Architecture, Solution Architecture, SDLC, IT Strategy, SOA, Requirements Analysis, Business Analysis, ETL, Team Building, Project Management, Eloqua, Integration Architecture, PaaS, Product Management, Strategy, Software Development, Consulting, Architectures, Management, Architecture
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
Batchelor of Business Administration
salesforce.com June 2013 - Present
Morgan Stanley May 2011 - May 2013
Fujitsu America August 2008 - May 2011
salesforce.com September 2005 - April 2011
Sungard Consulting Services October 2006 - August 2008
Accenture May 2004 - October 2006
International Awards Group November 2003 - May 2004
Skills
Force.com, Salesforce.com, Agile Methodologies, CRM, Cloud Computing, SaaS, Financial Services, Design Patterns, Enterprise Architecture, Technical Architecture, Solution Architecture, SDLC, IT Strategy, SOA, Requirements Analysis, Business Analysis, ETL, Team Building, Project Management, Eloqua, Integration Architecture, PaaS, Product Management, Strategy, Software Development, Consulting, Architectures, Management, Architecture
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
Batchelor of Business Administration
George Raftis's Morgan Stanley Experience 1999 - 2001
Job Commercial R.E. Broker at RTR Group
Industry Real Estate
Experience
RightTime Realty Group April 2013 - Present
Options Group July 2011 - November 2012
Kinsey Allen International August 2010 - May 2011
Huxley Associates March 2007 - August 2010
Morgan Stanley 1999 - 2001
Skills
Commodity, Options, Trading, Hedge Funds, Fixed Income, Marketing, Recruiting, Sales, Proprietary Trading, Energy Markets, Commercial Real Estate, Real Estate Sales..., Rental Services, Commodities, Origination, Energy Trading, Industrial Real Estate, Real Estate Development, Real Estate Marketing, Real Estate License, Commodity Markets, Hedging, Derivatives, Finance, Strategy, Risk Management, Financial Modeling, Trading Strategies, Loan Origination, Financial Structuring, Valuation, Negotiation, Energy, Electronic Trading, Investment Banking, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance & Investments
RightTime Realty Group April 2013 - Present
Options Group July 2011 - November 2012
Kinsey Allen International August 2010 - May 2011
Huxley Associates March 2007 - August 2010
Morgan Stanley 1999 - 2001
Skills
Commodity, Options, Trading, Hedge Funds, Fixed Income, Marketing, Recruiting, Sales, Proprietary Trading, Energy Markets, Commercial Real Estate, Real Estate Sales..., Rental Services, Commodities, Origination, Energy Trading, Industrial Real Estate, Real Estate Development, Real Estate Marketing, Real Estate License, Commodity Markets, Hedging, Derivatives, Finance, Strategy, Risk Management, Financial Modeling, Trading Strategies, Loan Origination, Financial Structuring, Valuation, Negotiation, Energy, Electronic Trading, Investment Banking, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance & Investments
Ali Mohammad Ali Mohammad's Morgan Stanley Experience February 1996 - May 1998
Job Finance Manager
Industry Investment Management
Experience
Manulife Financial January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Byron Capital Markets April 2011 - June 2012
Scotiabank January 2011 - April 2011
Fidelity Investments September 2009 - January 2011
Computershare Trust Company of Canada October 2008 - August 2009
CIBC June 2007 - July 2008
HSBC June 1999 - April 2007
Barclays July 1998 - May 1999
Morgan Stanley February 1996 - May 1998
Skills
Financial Accounting, Fixed Income, Internal Controls, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Equities, Team Building, Leadership, Creative Problem Solving, Project Management, Multi Tasking, Back Office, Middle Office, Management
Education
CPA 2014 — 2016
CPA, Certified Professional Accountants, Accounting and Finance
Canadian Institute of Chartered Accountants 2011 — 2011
In-Depth Brokers and Investment Dealers Course
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Public Accounting
Manulife Financial January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Byron Capital Markets April 2011 - June 2012
Scotiabank January 2011 - April 2011
Fidelity Investments September 2009 - January 2011
Computershare Trust Company of Canada October 2008 - August 2009
CIBC June 2007 - July 2008
HSBC June 1999 - April 2007
Barclays July 1998 - May 1999
Morgan Stanley February 1996 - May 1998
Skills
Financial Accounting, Fixed Income, Internal Controls, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Equities, Team Building, Leadership, Creative Problem Solving, Project Management, Multi Tasking, Back Office, Middle Office, Management
Education
CPA 2014 — 2016
CPA, Certified Professional Accountants, Accounting and Finance
Canadian Institute of Chartered Accountants 2011 — 2011
In-Depth Brokers and Investment Dealers Course
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Public Accounting
Donna Deming Donna Deming's Morgan Stanley Experience 2007 - 2014
Job Project Manager at HSBC
Industry Financial Services
Experience
HSBC December 2014 - May 2015
Morgan Stanley 2007 - 2014
Northpoint Consulting 2006 - 2007
CheckFree Investment Services 2003 - 2005
Fidelity Investments 2000 - 2002
Citibank 1995 - 2000
Skills
Coaching, Executive Coaching, Leadership Development, Talent Management, Team Building, Management, Training, Management Consulting, Staff Development, Increasing Employee..., Research, Client Relations Skills, Program Management, Facilitators, Metrics Reporting, Close Attention to..., Quality Management, Collaboration, Change Management, Analysis, Strategy, Financial Services, Risk Management, Business Analysis, Project Management
Education
University of Pennsylvania 2009 — 2009
Certificate, Foundations of Positive Psychology
New York University 2006 — 2008
MSW, Clinical Social Work
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration, Management and Operations
HSBC December 2014 - May 2015
Morgan Stanley 2007 - 2014
Northpoint Consulting 2006 - 2007
CheckFree Investment Services 2003 - 2005
Fidelity Investments 2000 - 2002
Citibank 1995 - 2000
Skills
Coaching, Executive Coaching, Leadership Development, Talent Management, Team Building, Management, Training, Management Consulting, Staff Development, Increasing Employee..., Research, Client Relations Skills, Program Management, Facilitators, Metrics Reporting, Close Attention to..., Quality Management, Collaboration, Change Management, Analysis, Strategy, Financial Services, Risk Management, Business Analysis, Project Management
Education
University of Pennsylvania 2009 — 2009
Certificate, Foundations of Positive Psychology
New York University 2006 — 2008
MSW, Clinical Social Work
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration, Management and Operations
Shreeya Bhatia's Morgan Stanley Experience September 2014 - May 2015
Job Student at Barnard College
Industry Financial Services
Experience
Argo Partners June 2015 - Present
Morgan Stanley September 2014 - May 2015
TimesSquare Capital Management June 2014 - August 2014
Hopscotch Technologies Inc May 2014 - August 2014
Columbia University in the City of New York October 2013 - December 2013
J.P. Morgan July 2013 - August 2013
JP Morgan July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Teamwork, Financial Analysis, Banking
Education
Barnard College 2013 — 2017
Bachelor's Degree, Economics
Columbia University in the City of New York 2013 — 2017
Bronx High School of Science 2009 — 2013
High School
Argo Partners June 2015 - Present
Morgan Stanley September 2014 - May 2015
TimesSquare Capital Management June 2014 - August 2014
Hopscotch Technologies Inc May 2014 - August 2014
Columbia University in the City of New York October 2013 - December 2013
J.P. Morgan July 2013 - August 2013
JP Morgan July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Teamwork, Financial Analysis, Banking
Education
Barnard College 2013 — 2017
Bachelor's Degree, Economics
Columbia University in the City of New York 2013 — 2017
Bronx High School of Science 2009 — 2013
High School
Jenielle Powell Jenielle Powell's Morgan Stanley Experience January 2000 - January 2006
Job Experienced Client Support Professional
Industry Human Resources
Experience
Xerox Services August 2011 - December 2012
YMCA Retirement Fund April 2006 - February 2009
Morgan Stanley January 2000 - January 2006
Skills
Call Center, Customer Support, Help Desk Support, Quality Control, Microsoft Office, Customer Service, Information Technology, Fax, Credit, Sales, Employee Benefits, Leadership, Call Centers, Marketing, Training, Team Building, Human Resources, Microsoft Excel, Benefits Administration, Microsoft Word, PowerPoint, Customer Relations, Process Improvement, Networking, CRM, Project Management, Troubleshooting, HRIS, Data Entry, Public Speaking
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Baruch College, City University of New York (CUNY) 1999 — 2006
Bachelor of Arts, Corporate Communication
Kingsborough Community College 1996 — 1999
Associates Degree, Data Processing
Xerox Services August 2011 - December 2012
YMCA Retirement Fund April 2006 - February 2009
Morgan Stanley January 2000 - January 2006
Skills
Call Center, Customer Support, Help Desk Support, Quality Control, Microsoft Office, Customer Service, Information Technology, Fax, Credit, Sales, Employee Benefits, Leadership, Call Centers, Marketing, Training, Team Building, Human Resources, Microsoft Excel, Benefits Administration, Microsoft Word, PowerPoint, Customer Relations, Process Improvement, Networking, CRM, Project Management, Troubleshooting, HRIS, Data Entry, Public Speaking
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Baruch College, City University of New York (CUNY) 1999 — 2006
Bachelor of Arts, Corporate Communication
Kingsborough Community College 1996 — 1999
Associates Degree, Data Processing
Ray Catone Ray Catone's Morgan Stanley Experience June 1992 - March 1997
Job Senior Vice President at Citibank
Industry Financial Services
Experience
Citibank February 2012 - Present
Barclays Wealth September 2008 - February 2012
Lehman Brothers March 1997 - September 2008
Morgan Stanley June 1992 - March 1997
Fried Frank May 1989 - June 1992
Skills
FINRA Series 3, 7, 9,..., Strategic Planning, Process..., Cross-functional Team..., Compliance, Coaching, Analysis, Account Management, Budgeting, Business Intelligence, Product Development, Excel, Financial Planning, Governance, Integration, Mentoring, Operations Management, PowerPoint, Risk Management, Problem Solving, Teaching, Valuation, Word, Writing, Strategic Financial..., Fixed Income, CRM, Sales, Microsoft Word, Management, Equities, Process Improvement, Microsoft Excel, Leadership, Investments, Budgets, Banking, Asset Management, Training, Hedge Funds, Business Development, Securities, Business Analysis, Capital Markets, Portfolio Management, FINRA, Prime Brokerage, Wealth Management, Series 63, Finance
Education
Pace University 1988 — 1992
BBA, Management
Barry University
Certificate in Financial Planning
New York University
Certificate in Asset Managment
Citibank February 2012 - Present
Barclays Wealth September 2008 - February 2012
Lehman Brothers March 1997 - September 2008
Morgan Stanley June 1992 - March 1997
Fried Frank May 1989 - June 1992
Skills
FINRA Series 3, 7, 9,..., Strategic Planning, Process..., Cross-functional Team..., Compliance, Coaching, Analysis, Account Management, Budgeting, Business Intelligence, Product Development, Excel, Financial Planning, Governance, Integration, Mentoring, Operations Management, PowerPoint, Risk Management, Problem Solving, Teaching, Valuation, Word, Writing, Strategic Financial..., Fixed Income, CRM, Sales, Microsoft Word, Management, Equities, Process Improvement, Microsoft Excel, Leadership, Investments, Budgets, Banking, Asset Management, Training, Hedge Funds, Business Development, Securities, Business Analysis, Capital Markets, Portfolio Management, FINRA, Prime Brokerage, Wealth Management, Series 63, Finance
Education
Pace University 1988 — 1992
BBA, Management
Barry University
Certificate in Financial Planning
New York University
Certificate in Asset Managment
Jolene Gurevich's Morgan Stanley Experience June 2013 - August 2013
Job Finance Analyst at Allovue
Industry Financial Services
Experience
Allovue September 2014 - Present
Venture for America June 2014 - Present
Baruch College, STARR Career Development Center January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Educational Housing Services September 2012 - December 2012
MD Sass, Alternative Investments June 2012 - August 2012
Zicklin School of Business Graduate Career Management Center September 2010 - August 2011
Fuerza Bruta August 2010 - October 2010
Duane Morris LLP July 2010 - August 2010
Skills
Research, Public Speaking, Microsoft Excel, PowerPoint
Education
CUNY William E. Macaulay Honors College 2009 — 2014
BBA
City University of New York-Baruch College - Zicklin School of Business 2009 — 2014
Bachelor, Business Administration; Finance
CIEE @ Minzu University of China 2011 — 2012
1 year study abroad, Ethnic Diversity & Mandarin
Fair Lawn High School
Allovue September 2014 - Present
Venture for America June 2014 - Present
Baruch College, STARR Career Development Center January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Educational Housing Services September 2012 - December 2012
MD Sass, Alternative Investments June 2012 - August 2012
Zicklin School of Business Graduate Career Management Center September 2010 - August 2011
Fuerza Bruta August 2010 - October 2010
Duane Morris LLP July 2010 - August 2010
Skills
Research, Public Speaking, Microsoft Excel, PowerPoint
Education
CUNY William E. Macaulay Honors College 2009 — 2014
BBA
City University of New York-Baruch College - Zicklin School of Business 2009 — 2014
Bachelor, Business Administration; Finance
CIEE @ Minzu University of China 2011 — 2012
1 year study abroad, Ethnic Diversity & Mandarin
Fair Lawn High School
Adit Shah's Morgan Stanley Experience June 2015 - Present
Job Sales & Trading BRM Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Baruch Investment Management Group May 2015 - Present
Baruch Investment Management Group February 2014 - May 2015
Valufinder Group, Inc. September 2014 - March 2015
CleanEdison July 2013 - September 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Economics
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration Honors (B.B.A. with Honors), Finance
Brooklyn Technical High School 2008 — 2012
Bioengineering and Biomedical Engineering
Morgan Stanley June 2015 - Present
Baruch Investment Management Group May 2015 - Present
Baruch Investment Management Group February 2014 - May 2015
Valufinder Group, Inc. September 2014 - March 2015
CleanEdison July 2013 - September 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Economics
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration Honors (B.B.A. with Honors), Finance
Brooklyn Technical High School 2008 — 2012
Bioengineering and Biomedical Engineering
Aaron T. Travis Aaron T. Travis's Morgan Stanley Experience February 2013 - October 2014
Job UX Director at Rosetta. Creator of PolyBrowser. [LION]
Industry Information Technology and Services
Experience
Rosetta September 2015 - Present
Comcast October 2014 - September 2015
PolySuite June 2011 - September 2015
Morgan Stanley February 2013 - October 2014
Citi December 2009 - February 2013
TechCrunch January 2013 - January 2013
Quinnipiac University April 2010 - March 2012
Boxes and Arrows December 2009 - December 2009
Conde Nast April 2007 - December 2009
The Business Insider October 2009 - October 2009
Skills
User Experience Design, User Experience, Information Architecture, User Interface Design, User-centered Design, Usability Testing, Social Media, User Interface, Usability, Web Design, SEO, Analytics, Web Analytics, Analysis, Interaction Design, Mobile Applications, Wireframes, Business Strategy, Creative Direction, Illustrator, Competitive Analysis, Graphic Design, Content Strategy, Photoshop, Mobile Devices, Adobe Creative Suite, Usability Engineering, Digital Strategy, Information Design, Experience Design, Heuristic Evaluation, Art Direction, Site Maps, Mobile Design, Mobile, Creative Strategy, Concept Development, Industry Analysis, Prototyping, Usability Design, Personas, Wire Framing, Human-computer..., Accessibility, E-commerce, Google Analytics
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Computer Information Systems
Human Factors International 2007 — 2008
Certified Usability Analyst
University of Michigan 1995 — 1999
BFA, Digital Art and Design, Animation
Rosetta September 2015 - Present
Comcast October 2014 - September 2015
PolySuite June 2011 - September 2015
Morgan Stanley February 2013 - October 2014
Citi December 2009 - February 2013
TechCrunch January 2013 - January 2013
Quinnipiac University April 2010 - March 2012
Boxes and Arrows December 2009 - December 2009
Conde Nast April 2007 - December 2009
The Business Insider October 2009 - October 2009
Skills
User Experience Design, User Experience, Information Architecture, User Interface Design, User-centered Design, Usability Testing, Social Media, User Interface, Usability, Web Design, SEO, Analytics, Web Analytics, Analysis, Interaction Design, Mobile Applications, Wireframes, Business Strategy, Creative Direction, Illustrator, Competitive Analysis, Graphic Design, Content Strategy, Photoshop, Mobile Devices, Adobe Creative Suite, Usability Engineering, Digital Strategy, Information Design, Experience Design, Heuristic Evaluation, Art Direction, Site Maps, Mobile Design, Mobile, Creative Strategy, Concept Development, Industry Analysis, Prototyping, Usability Design, Personas, Wire Framing, Human-computer..., Accessibility, E-commerce, Google Analytics
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Computer Information Systems
Human Factors International 2007 — 2008
Certified Usability Analyst
University of Michigan 1995 — 1999
BFA, Digital Art and Design, Animation
Harjit Singh's Morgan Stanley Experience January 2008 - December 2008
Job Chief Executive Officer at Company name (Withheld)
Industry Investment Banking
Experience
Company Name (Withheld) August 2014 - Present
Surya Capitale Securities/Soleil Capitale Group January 2011 - July 2014
Syzygy Therapeutics August 2010 - January 2011
Morgan Stanley January 2008 - December 2008
DTCC June 2007 - December 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Investments, Equities, Capital Markets, Trading, Hedge Funds, Derivatives, Emerging Markets, Fixed Income, Commodity, Financial Analysis, Venture Capital, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Equity Valuation, Enterprise Valuation, DCF Valuation, Precedent Transactions, Pitch Books, M&A Modeling, ROIC, Comparable Analysis, Accretion/dilution, Transaction Experience, Capital IQ, S&P, SAP ERP, Banking, LBO, DCF, Due Diligence, Leveraged Finance, Securities, Structured Finance, Credit Derivatives, Project Finance, Finance, Bonds, Mergers, Financial Markets, Financial Structuring, Business Strategy, Bloomberg Terminal, Private Placements
Education
City University of New York-Baruch College 2004 — 2007
BBA - Finance & Investments, Finance
Company Name (Withheld) August 2014 - Present
Surya Capitale Securities/Soleil Capitale Group January 2011 - July 2014
Syzygy Therapeutics August 2010 - January 2011
Morgan Stanley January 2008 - December 2008
DTCC June 2007 - December 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Investments, Equities, Capital Markets, Trading, Hedge Funds, Derivatives, Emerging Markets, Fixed Income, Commodity, Financial Analysis, Venture Capital, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Equity Valuation, Enterprise Valuation, DCF Valuation, Precedent Transactions, Pitch Books, M&A Modeling, ROIC, Comparable Analysis, Accretion/dilution, Transaction Experience, Capital IQ, S&P, SAP ERP, Banking, LBO, DCF, Due Diligence, Leveraged Finance, Securities, Structured Finance, Credit Derivatives, Project Finance, Finance, Bonds, Mergers, Financial Markets, Financial Structuring, Business Strategy, Bloomberg Terminal, Private Placements
Education
City University of New York-Baruch College 2004 — 2007
BBA - Finance & Investments, Finance
Ahmad El-Sheemy Ahmad El-Sheemy's Morgan Stanley Experience July 2010 - June 2012
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
Morgan Stanley July 2010 - June 2012
New York Post 2008 - 2009
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-generational..., Multi-tasking Skills, Protection Planning..., Retirement, Retirement planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., LUTCF, CRPS, CRPC, CLU, IRAs, FINRA, Retirement Planning, Fixed Annuities
Education
Baruch College 2006 — 2010
Financial Planning and Services
New York Life Insurance Company February 2013 - Present
Morgan Stanley July 2010 - June 2012
New York Post 2008 - 2009
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-generational..., Multi-tasking Skills, Protection Planning..., Retirement, Retirement planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., LUTCF, CRPS, CRPC, CLU, IRAs, FINRA, Retirement Planning, Fixed Annuities
Education
Baruch College 2006 — 2010
Financial Planning and Services
Joseph Solomon Sikile Joseph Solomon Sikile's Morgan Stanley Experience July 2004 - August 2006
Job
Industry Financial Services
Experience
League Investment Services March 2012 - December 2013
Aambit Group LLC May 2011 - December 2011
Hawkeye Capital July 2009 - December 2011
Hawkeye Capital/The Angle Group February 2009 - December 2011
Bishop, Rosen & Co August 2006 - February 2009
Rosen & Co August 2006 - February 2009
GunnAllen Financial May 2004 - September 2006
Morgan Stanley July 2004 - August 2006
SANDES India Pvt Ltd April 2000 - June 2000
Skills
Finance, Accounting, Portfolio Management, Asset Managment, Investments, Derivatives, Equities, Capital Markets, Series 7, Financial Modeling, Options, Hedge Funds, Trading Systems, Private Equity, Trading, Equity Derivatives, ETFs, Fixed Income, Financial Markets, Asset Management, Strategic Financial...
Education
2009 - CUNY, Baruch Business 2009 — 2010
MS, Finance
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Finance
Florida Institute of Technology 2000 — 2004
Bachelor of Science (BS), Accounting
Florida Institute of Technology 2000 — 2004
BS, Accounting
J sikile School 1986 — 2000
League Investment Services March 2012 - December 2013
Aambit Group LLC May 2011 - December 2011
Hawkeye Capital July 2009 - December 2011
Hawkeye Capital/The Angle Group February 2009 - December 2011
Bishop, Rosen & Co August 2006 - February 2009
Rosen & Co August 2006 - February 2009
GunnAllen Financial May 2004 - September 2006
Morgan Stanley July 2004 - August 2006
SANDES India Pvt Ltd April 2000 - June 2000
Skills
Finance, Accounting, Portfolio Management, Asset Managment, Investments, Derivatives, Equities, Capital Markets, Series 7, Financial Modeling, Options, Hedge Funds, Trading Systems, Private Equity, Trading, Equity Derivatives, ETFs, Fixed Income, Financial Markets, Asset Management, Strategic Financial...
Education
2009 - CUNY, Baruch Business 2009 — 2010
MS, Finance
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Finance
Florida Institute of Technology 2000 — 2004
Bachelor of Science (BS), Accounting
Florida Institute of Technology 2000 — 2004
BS, Accounting
J sikile School 1986 — 2000
John V. Romano, PMP, PMI-ACP, CSM John V. Romano, PMP, PMI-ACP, CSM's Morgan Stanley Experience July 2012 - November 2013
Job Project Management, Capital Markets
Industry Capital Markets
Experience
TEK Systems (at Bank of America) September 2014 - Present
Michael Page (at Angelo, Gordon & Co.) June 2014 - September 2014
Mondo (at Deutsche Bank) November 2013 - June 2014
Morgan Stanley July 2012 - November 2013
Morgan Stanley June 2006 - July 2012
Adecco (at Citi) February 2005 - May 2006
Computer Logic Group (at NYC Department of Education) September 2004 - December 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Iona College 1999 — 2004
BA, Computer Science
TEK Systems (at Bank of America) September 2014 - Present
Michael Page (at Angelo, Gordon & Co.) June 2014 - September 2014
Mondo (at Deutsche Bank) November 2013 - June 2014
Morgan Stanley July 2012 - November 2013
Morgan Stanley June 2006 - July 2012
Adecco (at Citi) February 2005 - May 2006
Computer Logic Group (at NYC Department of Education) September 2004 - December 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Iona College 1999 — 2004
BA, Computer Science
Jason Fan's Morgan Stanley Experience June 2011 - May 2014
Job Investment Banking at Jefferies LLC
Industry Banking
Experience
Jefferies LLC May 2014 - Present
Morgan Stanley June 2011 - May 2014
MidCap Advisors, LLC February 2011 - April 2011
Rodman & Renshaw July 2010 - January 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, 3.8
Stuyvesant High School 2003 — 2007
Advanced Regents High School Diploma
Jefferies LLC May 2014 - Present
Morgan Stanley June 2011 - May 2014
MidCap Advisors, LLC February 2011 - April 2011
Rodman & Renshaw July 2010 - January 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, 3.8
Stuyvesant High School 2003 — 2007
Advanced Regents High School Diploma
Anchal Suri's Morgan Stanley Experience 2005 - 2006
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
Freelance June 2013 - Present
Istithmar World Capital July 2010 - February 2013
TNS Middle East & Africa January 2010 - June 2010
Toyota Tsusho America January 2009 - December 2009
The Steven L Newman Real Estate Institute August 2007 - January 2009
Ardour Capital Investments June 2008 - August 2008
The Nielsen Company August 2006 - July 2007
Morgan Stanley 2005 - 2006
Integra Screen Services July 2004 - June 2005
Skills
Financial Modeling, Corporate Finance, Private Equity, Investments, Business Strategy, Corporate FP&A, Project Management, Valuation, Strategic Planning, Due Diligence, Negotiation, Investment Banking, Competitive Analysis, Portfolio Management, Venture Capital
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA, Finance & Investments
MET's School of Management 2002 — 2004
PG Diploma in Business Administration, Finance
University of Mumbai 1998 — 2001
Bachelor of Commerce, Accounting & Taxation
Freelance June 2013 - Present
Istithmar World Capital July 2010 - February 2013
TNS Middle East & Africa January 2010 - June 2010
Toyota Tsusho America January 2009 - December 2009
The Steven L Newman Real Estate Institute August 2007 - January 2009
Ardour Capital Investments June 2008 - August 2008
The Nielsen Company August 2006 - July 2007
Morgan Stanley 2005 - 2006
Integra Screen Services July 2004 - June 2005
Skills
Financial Modeling, Corporate Finance, Private Equity, Investments, Business Strategy, Corporate FP&A, Project Management, Valuation, Strategic Planning, Due Diligence, Negotiation, Investment Banking, Competitive Analysis, Portfolio Management, Venture Capital
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA, Finance & Investments
MET's School of Management 2002 — 2004
PG Diploma in Business Administration, Finance
University of Mumbai 1998 — 2001
Bachelor of Commerce, Accounting & Taxation
Eugene Zaslav Eugene Zaslav's Morgan Stanley Experience December 2004 - September 2005
Job Finance professional with highly diverse bank / brokerage experience,
Industry Banking
Experience
BNY Mellon February 2007 - December 2010
Barclays Capital September 2005 - September 2006
Morgan Stanley December 2004 - September 2005
Bank of America 2000 - 2004
DATEK ONLINE BROKERAGE CORPORATION September 1999 - October 2000
Skills
Securities, Bonds, Corporate Actions, Accounting, Accounting, Bonds,..., Investments, Mutual Funds, Credit, Financial Services, Equities, Bloomberg, Fixed Income, Options, Derivatives
Education
Brooklyn College 2013 — 2014
Master's Degree, Business Administration with concentration in Accounting, 3.75
Brooklyn College 2011 — 2012
B.S., Accounting, 3.4
Baruch College 1996 — 1999
B.A., Finance and Investments
BNY Mellon February 2007 - December 2010
Barclays Capital September 2005 - September 2006
Morgan Stanley December 2004 - September 2005
Bank of America 2000 - 2004
DATEK ONLINE BROKERAGE CORPORATION September 1999 - October 2000
Skills
Securities, Bonds, Corporate Actions, Accounting, Accounting, Bonds,..., Investments, Mutual Funds, Credit, Financial Services, Equities, Bloomberg, Fixed Income, Options, Derivatives
Education
Brooklyn College 2013 — 2014
Master's Degree, Business Administration with concentration in Accounting, 3.75
Brooklyn College 2011 — 2012
B.S., Accounting, 3.4
Baruch College 1996 — 1999
B.A., Finance and Investments
Preston Lawrence Pittman Preston Lawrence Pittman's Morgan Stanley Experience 1991 - 1995
Job Executive Offices at AHRC
Industry Hospital & Health Care
Experience
AHRC December 1995 - Present
Morgan Stanley 1991 - 1995
ExxonMobil 1980 - 1990
Ex-Cathedra Productions, Inc. (at the Cathedral of St. John the Divine) 1976 - 1980
Skills
Non-profits, Public Speaking, Research, Editing, Volunteer Management, Fundraising, Program Development, Teaching, Event Planning, Community Outreach, Social Media, Microsoft Office, Social Networking, Grant Writing, Strategic Planning, Event Management, Public Relations, Team Building, Customer Service, Nonprofits, Management, Newsletters, Leadership, Grants, Marketing, Public Policy, Leadership Development, Policy, Staff Development, Organizational..., Higher Education, Blogging, Community Development, Creative Writing, Training, Press Releases, Administration, Program Evaluation, Workshop Facilitation, Social Services, Non-profit..., Proposal Writing, Philanthropy, Community Organizing, Conflict Resolution, Program Management, Policy Analysis, Board Development, Strategic Communications, Proofreading
Education
New School University 1991 — 1994
Linguistics
Academy for the Science of Creative Intelligence 1973 — 1974
Meditation and Yoga
Barton College 1969 — 1973
Music & Philosophy
Dougherty High School 1965 — 1969
Latin, French
AHRC December 1995 - Present
Morgan Stanley 1991 - 1995
ExxonMobil 1980 - 1990
Ex-Cathedra Productions, Inc. (at the Cathedral of St. John the Divine) 1976 - 1980
Skills
Non-profits, Public Speaking, Research, Editing, Volunteer Management, Fundraising, Program Development, Teaching, Event Planning, Community Outreach, Social Media, Microsoft Office, Social Networking, Grant Writing, Strategic Planning, Event Management, Public Relations, Team Building, Customer Service, Nonprofits, Management, Newsletters, Leadership, Grants, Marketing, Public Policy, Leadership Development, Policy, Staff Development, Organizational..., Higher Education, Blogging, Community Development, Creative Writing, Training, Press Releases, Administration, Program Evaluation, Workshop Facilitation, Social Services, Non-profit..., Proposal Writing, Philanthropy, Community Organizing, Conflict Resolution, Program Management, Policy Analysis, Board Development, Strategic Communications, Proofreading
Education
New School University 1991 — 1994
Linguistics
Academy for the Science of Creative Intelligence 1973 — 1974
Meditation and Yoga
Barton College 1969 — 1973
Music & Philosophy
Dougherty High School 1965 — 1969
Latin, French
Jon-Paul Kern's Morgan Stanley Experience September 2009 - February 2010
Job Sr. Sales Engineer at BlueJeans Networks
Industry Telecommunications
Experience
Blue Jeans Network February 2015 - Present
Cisco Systems October 2011 - January 2015
Presidio Networked Solutions February 2010 - October 2011
Morgan Stanley September 2009 - February 2010
Tandberg Inc December 2006 - September 2009
York Telecom February 2006 - August 2006
Radvision September 2003 - February 2006
Lan Speed CS September 2001 - September 2003
Ericsson December 2000 - July 2001
Lucent Technologies May 2000 - December 2000
Skills
Unified Communications, VoIP, Telecommunications, IP, Pre-sales, Integration, Enterprise Software, Professional Services, Video Conferencing, Project Management, Telepresence, Information Technology, SIP, Security, Network Architecture, Consulting, Network Design, MPLS, Business Strategy, Tandberg, Business Development, Networking, WAN, Strategy, H.323, Cisco Technologies, Routing, QoS, Cisco Call Manager, Data Center, Managed Services, Cisco Routers, CRM, Cisco Unity Connection, TPaaS (Telepresence as..., Technical Leadership, Team Management, Cloud Computing, Product Management, Solution Selling, Management, Channel Partners, SaaS
Education
Universidade UPIS 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Barry University 1992 — 1994
Mechanical Engineering
St. George Academy
Blue Jeans Network February 2015 - Present
Cisco Systems October 2011 - January 2015
Presidio Networked Solutions February 2010 - October 2011
Morgan Stanley September 2009 - February 2010
Tandberg Inc December 2006 - September 2009
York Telecom February 2006 - August 2006
Radvision September 2003 - February 2006
Lan Speed CS September 2001 - September 2003
Ericsson December 2000 - July 2001
Lucent Technologies May 2000 - December 2000
Skills
Unified Communications, VoIP, Telecommunications, IP, Pre-sales, Integration, Enterprise Software, Professional Services, Video Conferencing, Project Management, Telepresence, Information Technology, SIP, Security, Network Architecture, Consulting, Network Design, MPLS, Business Strategy, Tandberg, Business Development, Networking, WAN, Strategy, H.323, Cisco Technologies, Routing, QoS, Cisco Call Manager, Data Center, Managed Services, Cisco Routers, CRM, Cisco Unity Connection, TPaaS (Telepresence as..., Technical Leadership, Team Management, Cloud Computing, Product Management, Solution Selling, Management, Channel Partners, SaaS
Education
Universidade UPIS 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Barry University 1992 — 1994
Mechanical Engineering
St. George Academy
Erica De Rosa Erica De Rosa's Morgan Stanley Experience July 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nest Seekers International August 2010 - June 2011
UBS March 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Finance, Economics
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nest Seekers International August 2010 - June 2011
UBS March 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Finance, Economics
Anisha Arora's Morgan Stanley Experience May 2014 - Present
Job Operational Risk & Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley January 2011 - Present
Baruch College- Weissman Center for International Business October 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Sigma Alpha Delta Honor Society August 2008 - December 2008
AT&T Wireless August 2006 - June 2007
Skills
Microsoft Office, SharePoint, Project Management, Microsoft Excel, Research, Financial Modeling, Outlook, Finance, PowerPoint, Investments, Bloomberg, Access, Financial Analysis, Data Analysis, Microsoft Word, Analysis, QuickBooks, Accounting, Auditing, Public Speaking, Budgets, Portfolio Management, Process Improvement, Risk Management, Human Resources, Equities, Financial Services, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance, Real Estate
Morgan Stanley May 2014 - Present
Morgan Stanley January 2011 - Present
Baruch College- Weissman Center for International Business October 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Sigma Alpha Delta Honor Society August 2008 - December 2008
AT&T Wireless August 2006 - June 2007
Skills
Microsoft Office, SharePoint, Project Management, Microsoft Excel, Research, Financial Modeling, Outlook, Finance, PowerPoint, Investments, Bloomberg, Access, Financial Analysis, Data Analysis, Microsoft Word, Analysis, QuickBooks, Accounting, Auditing, Public Speaking, Budgets, Portfolio Management, Process Improvement, Risk Management, Human Resources, Equities, Financial Services, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance, Real Estate
Devangi Chopra Devangi Chopra's Morgan Stanley Experience October 2010 - May 2011
Job Corporate Audit at Bank of America
Industry Capital Markets
Experience
Bank of America August 2013 - January 2015
Bank of America August 2012 - August 2013
Bank of America June 2011 - July 2012
Morgan Stanley October 2010 - May 2011
Starr Career Development Center- Baruch College August 2009 - November 2010
Abbott Laboratories June 2010 - August 2010
National Grid September 2009 - May 2010
Baruch College August 2009 - December 2009
Baruch College August 2007 - July 2009
Skills
Business Strategy, Accounting, IT Audit, Financial Analysis, Leadership, General Ledger, Recruiting, Microsoft Excel, Financial Modeling, Capital IQ, Finance, Auditing, Analysis, Management, Risk Management, Financial Reporting, Teamwork, Training, Financial Accounting, Time Management, Banking
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Accounting
Bank of America August 2013 - January 2015
Bank of America August 2012 - August 2013
Bank of America June 2011 - July 2012
Morgan Stanley October 2010 - May 2011
Starr Career Development Center- Baruch College August 2009 - November 2010
Abbott Laboratories June 2010 - August 2010
National Grid September 2009 - May 2010
Baruch College August 2009 - December 2009
Baruch College August 2007 - July 2009
Skills
Business Strategy, Accounting, IT Audit, Financial Analysis, Leadership, General Ledger, Recruiting, Microsoft Excel, Financial Modeling, Capital IQ, Finance, Auditing, Analysis, Management, Risk Management, Financial Reporting, Teamwork, Training, Financial Accounting, Time Management, Banking
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Accounting
Justin Dollard Justin Dollard's Morgan Stanley Experience February 1998 - September 2004
Job Dog Behaviorist, Case Manager, Sales Closer
Industry Consumer Services
Experience
Self-employed 2012 - Present
Harlem Children's Zone February 2007 - September 2009
Morgan Stanley February 1998 - September 2004
Skills
Recently went back to..., Training, Public Speaking, Nonprofits, Community Outreach, Microsoft Office, Event Planning, Management, Customer Service, Teaching, Volunteer Management, Coaching, PowerPoint, Leadership Development, Small Business, Strategic Planning, Research, Social Media, Sales, Marketing Strategy, Team Leadership, Fundraising, Project Management, Program Development, Social Networking
Education
Animal Behavioral College 2013 — 2014
ABCDT, Behavioral science to effectively train dogs without use of punishment.
Marist College 2004 — 2004
Bad car accident prevented me from finishing, School Psychology, 4.0
Barry University 1997 — 1999
6 cred short of MA in pasychology. Dropped out to work for Morgan Stanley., School Psychology, 3.25
State University of New York College at Buffalo 1994 — 1996
Bachelor's Degree, Psychology, 3.0
SUNY Orange 1992 — 1993
Associate's Degree, Mass Communication/Media Studies, 3.2
Self-employed 2012 - Present
Harlem Children's Zone February 2007 - September 2009
Morgan Stanley February 1998 - September 2004
Skills
Recently went back to..., Training, Public Speaking, Nonprofits, Community Outreach, Microsoft Office, Event Planning, Management, Customer Service, Teaching, Volunteer Management, Coaching, PowerPoint, Leadership Development, Small Business, Strategic Planning, Research, Social Media, Sales, Marketing Strategy, Team Leadership, Fundraising, Project Management, Program Development, Social Networking
Education
Animal Behavioral College 2013 — 2014
ABCDT, Behavioral science to effectively train dogs without use of punishment.
Marist College 2004 — 2004
Bad car accident prevented me from finishing, School Psychology, 4.0
Barry University 1997 — 1999
6 cred short of MA in pasychology. Dropped out to work for Morgan Stanley., School Psychology, 3.25
State University of New York College at Buffalo 1994 — 1996
Bachelor's Degree, Psychology, 3.0
SUNY Orange 1992 — 1993
Associate's Degree, Mass Communication/Media Studies, 3.2
Ihsan Yilanlioglu's Morgan Stanley Experience December 2006 - Present
Job VP, Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2006 - Present
Corporate & Investment Bank, Citigroup July 2004 - December 2006
Smith Barney June 1999 - July 2004
Education
New York University 2001 — 2004
MS
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA
Istanbul Technical University 1992 — 1996
BS
Morgan Stanley December 2006 - Present
Corporate & Investment Bank, Citigroup July 2004 - December 2006
Smith Barney June 1999 - July 2004
Education
New York University 2001 — 2004
MS
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA
Istanbul Technical University 1992 — 1996
BS
Elaine Delos Reyes's Morgan Stanley Experience June 2004 - October 2004
Job
Industry Sports
Experience
Chicago Bears January 2012 - Present
Philadelphia Eagles October 2008 - January 2012
National Football League September 2004 - October 2008
Burberry USA September 2005 - October 2005
PricewaterhouseCoopers June 2005 - August 2005
Morgan Stanley June 2004 - October 2004
Crunch Fitness International April 2004 - July 2004
Brandt Associates: Accounting and Tax Preparation April 2001 - April 2004
Smith Barney March 2003 - January 2004
Skills
Database Management, Photoshop, Database Marketing, Omniture, Dreamweaver, HTML, Research, Analysis, Microsoft Office, Word, Excel, PowerPoint, Google Analytics, Web Analytics, Writing, Salesforce.com, Advertising, Marketing Research, Email Marketing, Promotions, Sports Marketing, CRM, Event Management, Public Relations, Microsoft Excel, Market Research, Strategy, Sports, Social Media, Sponsorship, Event Planning, Marketing, Social Media Marketing, Management, Digital Media
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Business Management
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Chicago Bears January 2012 - Present
Philadelphia Eagles October 2008 - January 2012
National Football League September 2004 - October 2008
Burberry USA September 2005 - October 2005
PricewaterhouseCoopers June 2005 - August 2005
Morgan Stanley June 2004 - October 2004
Crunch Fitness International April 2004 - July 2004
Brandt Associates: Accounting and Tax Preparation April 2001 - April 2004
Smith Barney March 2003 - January 2004
Skills
Database Management, Photoshop, Database Marketing, Omniture, Dreamweaver, HTML, Research, Analysis, Microsoft Office, Word, Excel, PowerPoint, Google Analytics, Web Analytics, Writing, Salesforce.com, Advertising, Marketing Research, Email Marketing, Promotions, Sports Marketing, CRM, Event Management, Public Relations, Microsoft Excel, Market Research, Strategy, Sports, Social Media, Sponsorship, Event Planning, Marketing, Social Media Marketing, Management, Digital Media
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Business Management
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Eran Meishar's Morgan Stanley Experience April 2012 - December 2014
Job Vice President of Regulatory Capital Policy
Industry Capital Markets
Experience
JPMorgan Chase & Co. December 2014 - Present
Morgan Stanley April 2012 - December 2014
PricewaterhouseCoopers LLP November 2010 - April 2012
Public Company Accounting Oversight Board January 2010 - November 2010
The Institute of International Finance March 2009 - December 2009
Deloitte & Touche LLP November 2004 - March 2009
Education
Global Association of Risk Professionals (GARP)
International Certificate for Banking Risk & Regulation (ICBRR)
ICMA Centre 2008 — 2009
International Fixed Income & Derivatives (IFID) Certificate
University of London 2006 — 2008
MSc, Financial Management
Baruch College, City University of New York (CUNY) 2001 — 2003
BBA, Accounting
JPMorgan Chase & Co. December 2014 - Present
Morgan Stanley April 2012 - December 2014
PricewaterhouseCoopers LLP November 2010 - April 2012
Public Company Accounting Oversight Board January 2010 - November 2010
The Institute of International Finance March 2009 - December 2009
Deloitte & Touche LLP November 2004 - March 2009
Education
Global Association of Risk Professionals (GARP)
International Certificate for Banking Risk & Regulation (ICBRR)
ICMA Centre 2008 — 2009
International Fixed Income & Derivatives (IFID) Certificate
University of London 2006 — 2008
MSc, Financial Management
Baruch College, City University of New York (CUNY) 2001 — 2003
BBA, Accounting
Eric Kronenberger's Morgan Stanley Experience July 2011 - Present
Job Associate at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2011 - Present
The Greenberg Group February 2010 - July 2011
Executive Binding Systems January 2007 - February 2010
Baruch College January 2009 - May 2009
Fidelity Borrowing Mortgage Bankers January 2006 - December 2006
Shaw Wunderman June 2003 - December 2005
Skills
Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Real Estate, Finance
Lehigh University 1999 — 2003
BS, Marketing
Lehigh University - College of Business and Economics 1999 — 2003
bs, marketing
Morgan Stanley July 2011 - Present
The Greenberg Group February 2010 - July 2011
Executive Binding Systems January 2007 - February 2010
Baruch College January 2009 - May 2009
Fidelity Borrowing Mortgage Bankers January 2006 - December 2006
Shaw Wunderman June 2003 - December 2005
Skills
Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Real Estate, Finance
Lehigh University 1999 — 2003
BS, Marketing
Lehigh University - College of Business and Economics 1999 — 2003
bs, marketing
Alexander Roytenberg, CPA's Morgan Stanley Experience March 2006 - February 2010
Job State and Local Tax at PwC
Industry Financial Services
Experience
PwC July 2013 - Present
Goldman Sachs February 2010 - June 2013
Morgan Stanley March 2006 - February 2010
City University of New York (CUNY October 2003 - January 2007
Wenner Media February 2006 - March 2006
Time Inc. June 2002 - August 2003
Skills
Tax, Tax Preparation, Corporate Tax, Income Tax, Partnership Taxation, US Tax, Microsoft Excel, Tax Return Preparation, CPA, Financial Analysis, Tax Compliance, Federal Taxation, State Taxation, Individual Taxation, Accounting for Small..., Small Business Tax, Business Tax Planning, Financial Accounting, Auditing, Sarbanes-Oxley Act, Tax Accounting, Corptax, Accounting, Financial Reporting, Microsoft Office, Management, Due Diligence, UK Corporation Tax
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Baruch College, City University of New York (CUNY) 2005 — 2007
School of Visual Arts
HSTAT
PwC July 2013 - Present
Goldman Sachs February 2010 - June 2013
Morgan Stanley March 2006 - February 2010
City University of New York (CUNY October 2003 - January 2007
Wenner Media February 2006 - March 2006
Time Inc. June 2002 - August 2003
Skills
Tax, Tax Preparation, Corporate Tax, Income Tax, Partnership Taxation, US Tax, Microsoft Excel, Tax Return Preparation, CPA, Financial Analysis, Tax Compliance, Federal Taxation, State Taxation, Individual Taxation, Accounting for Small..., Small Business Tax, Business Tax Planning, Financial Accounting, Auditing, Sarbanes-Oxley Act, Tax Accounting, Corptax, Accounting, Financial Reporting, Microsoft Office, Management, Due Diligence, UK Corporation Tax
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Baruch College, City University of New York (CUNY) 2005 — 2007
School of Visual Arts
HSTAT
Cindy Kwok's Morgan Stanley Experience October 2006 - July 2010
Job Bank Debt Closer
Industry Financial Services
Experience
Och-Ziff Capital Management June 2012 - Present
Goldman Sachs July 2010 - June 2012
Morgan Stanley October 2006 - July 2010
Quikbook.com 2006 - 2007
A Place For Kids 1997 - 2001
Skills
Middle Office, Fixed Income, Bloomberg, Credit Derivatives, High Yield, Syndications, Capital Markets, Investment Banking, Bloomberg Terminal, Hedge Funds, CDS, Loans, Bonds, Structured Products, Series 7, Swaps, Settlement
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Finance and Investments
Och-Ziff Capital Management June 2012 - Present
Goldman Sachs July 2010 - June 2012
Morgan Stanley October 2006 - July 2010
Quikbook.com 2006 - 2007
A Place For Kids 1997 - 2001
Skills
Middle Office, Fixed Income, Bloomberg, Credit Derivatives, High Yield, Syndications, Capital Markets, Investment Banking, Bloomberg Terminal, Hedge Funds, CDS, Loans, Bonds, Structured Products, Series 7, Swaps, Settlement
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Finance and Investments
George Henry Overkamp II's Morgan Stanley Experience July 2010 - July 2013
Job Associate, Goldman Sachs Regulatory Reporting and Control
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
FXCM July 2013 - March 2015
Morgan Stanley July 2010 - July 2013
Morgan Stanley July 2009 - June 2013
UBS September 2007 - September 2008
Bloomberg May 2006 - May 2007
Skills
Data Analysis, Investment Banking, Equities, Fixed Income Analysis, Regulatory Operations, Process Improvement, VBA, FX Options, Microsoft Excel, Bloomberg, Trading, Analysis, Bloomberg Terminal, Finance, Financial Risk, Training, German, Financial Analysis, FINRA, Securities, Hedge Funds, Prime Brokerage, Corporate Actions, Asset Management, Equity Trading, Financial Modeling, Series 7, Bonds, Financial Markets, Trading Systems, Electronic Trading, Options, Portfolio Management, Capital Markets, Asset Allocation, Derivatives, Mutual Funds, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Goldman Sachs February 2015 - Present
FXCM July 2013 - March 2015
Morgan Stanley July 2010 - July 2013
Morgan Stanley July 2009 - June 2013
UBS September 2007 - September 2008
Bloomberg May 2006 - May 2007
Skills
Data Analysis, Investment Banking, Equities, Fixed Income Analysis, Regulatory Operations, Process Improvement, VBA, FX Options, Microsoft Excel, Bloomberg, Trading, Analysis, Bloomberg Terminal, Finance, Financial Risk, Training, German, Financial Analysis, FINRA, Securities, Hedge Funds, Prime Brokerage, Corporate Actions, Asset Management, Equity Trading, Financial Modeling, Series 7, Bonds, Financial Markets, Trading Systems, Electronic Trading, Options, Portfolio Management, Capital Markets, Asset Allocation, Derivatives, Mutual Funds, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Bruce Knight's Morgan Stanley Experience June 2010 - January 2013
Job ITIL Service Management, Business Continuity Planning/Support and Program Management
Industry Information Technology and Services
Experience
Morgan Stanley June 2010 - January 2013
Legg Mason July 2005 - January 2010
Citigroup Asset Management May 2003 - July 2005
Citigroup Asset Management February 2001 - May 2003
Citigroup Asset Management September 1998 - February 2001
Health Management Systems October 1995 - September 1998
Health Management Systems March 1992 - October 1995
Skills
Business Continuity..., Service-Now, IT Service Management, Problem Management, Incident Management, Technology Change...
Education
City University of New York-Baruch College 1998 — 1999
Information Technology
New York University 1987 — 1989
Information Technology
Morgan Stanley June 2010 - January 2013
Legg Mason July 2005 - January 2010
Citigroup Asset Management May 2003 - July 2005
Citigroup Asset Management February 2001 - May 2003
Citigroup Asset Management September 1998 - February 2001
Health Management Systems October 1995 - September 1998
Health Management Systems March 1992 - October 1995
Skills
Business Continuity..., Service-Now, IT Service Management, Problem Management, Incident Management, Technology Change...
Education
City University of New York-Baruch College 1998 — 1999
Information Technology
New York University 1987 — 1989
Information Technology
Carson Wang's Morgan Stanley Experience April 2014 - Present
Job Business Analyst / Project Manager, Wealth Management Finance at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2014 - Present
Thomson Reuters December 2012 - April 2014
Citi March 2011 - December 2012
Bloomberg October 2009 - March 2011
Deutsche Bank June 2007 - September 2009
Skills
PeopleSoft, Cognos, Human Resources, Business Objects, Reporting & Analysis, Compensation Systems, Project Management, HRIS, Requirements Gathering, Vendor Management, SDLC, Remuneration, Business Intelligence, CRM, Data Analysis, Software Documentation, Deferred Compensation, Forecasting, User Acceptance Testing, Business Analysis, Access, Process Improvement, Management, Employee Benefits, Analytics, Performance Management, Business Process..., Talent Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Human Resources Management
Morgan Stanley April 2014 - Present
Thomson Reuters December 2012 - April 2014
Citi March 2011 - December 2012
Bloomberg October 2009 - March 2011
Deutsche Bank June 2007 - September 2009
Skills
PeopleSoft, Cognos, Human Resources, Business Objects, Reporting & Analysis, Compensation Systems, Project Management, HRIS, Requirements Gathering, Vendor Management, SDLC, Remuneration, Business Intelligence, CRM, Data Analysis, Software Documentation, Deferred Compensation, Forecasting, User Acceptance Testing, Business Analysis, Access, Process Improvement, Management, Employee Benefits, Analytics, Performance Management, Business Process..., Talent Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Human Resources Management
Sophia Shin's Morgan Stanley Experience 2003 - 2006
Job VP, Manager Institutional Sales & Client Service Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2006 - Present
Morgan Stanley 2003 - 2006
MSCI Inc. 2003 - 2004
AllianceBernstein 1999 - 2003
Skills
Alternative Investments, Asset Management
Education
Barnard College 1995 — 1999
Neuberger Berman 2006 - Present
Morgan Stanley 2003 - 2006
MSCI Inc. 2003 - 2004
AllianceBernstein 1999 - 2003
Skills
Alternative Investments, Asset Management
Education
Barnard College 1995 — 1999
Patrick Cully's Morgan Stanley Experience September 2013 - Present
Job Finance analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2013 - Present
Rice Consulting, LLC January 2012 - September 2012
U.S. House of Representatives January 2012 - June 2012
Progressive Maryland December 2010 - May 2011
Martin O'Malley for Maryland August 2010 - November 2010
Kevin Kamentez for Baltimore County August 2010 - November 2010
Skills
Fundraising, Data Analysis, Consultancy, Political Organization, Community Outreach, The Beatles, Legislation, Legislative Relations
Education
Towson University 2007 — 2011
B.S., Political science
Barton College 2007 — 2008
Morgan Stanley September 2013 - Present
Rice Consulting, LLC January 2012 - September 2012
U.S. House of Representatives January 2012 - June 2012
Progressive Maryland December 2010 - May 2011
Martin O'Malley for Maryland August 2010 - November 2010
Kevin Kamentez for Baltimore County August 2010 - November 2010
Skills
Fundraising, Data Analysis, Consultancy, Political Organization, Community Outreach, The Beatles, Legislation, Legislative Relations
Education
Towson University 2007 — 2011
B.S., Political science
Barton College 2007 — 2008
Christina Cerroni's Morgan Stanley Experience July 2013 - Present
Job Consultant, Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
AIG March 2012 - June 2013
J.P. Morgan January 2011 - March 2012
Nomura Securities March 2010 - December 2010
Pershing March 2008 - March 2010
iNautix March 2008 - March 2010
Broadridge Financial Solutions July 2005 - March 2008
Various January 1999 - January 2005
Skills
PMP, PMO, SDLC, SaaS, SharePoint, Analysis, Requirements Gathering, Business Analysis, Hedge Funds, CRM, Program Management, Integration, Project Management, MS Project, Analytics, Agile Methodologies, Outsourcing, Software Documentation, Management, Strategy, Capital Markets, Business Requirements, Software Project..., Business Process..., Banking, Portfolio Management, Process Improvement, Enterprise Software, Leadership, Financial Services, Databases, IT Strategy, Project Portfolio..., Requirements Analysis, Fixed Income, Data Warehousing, Software Development, Risk Management, Vendor Management, Resource Management, Microsoft Project
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Business Computer Information Systems
Hofstra University 1993 — 1996
BE, Engineering
Paul D. Schreiber HS 1988 — 1992
Morgan Stanley July 2013 - Present
AIG March 2012 - June 2013
J.P. Morgan January 2011 - March 2012
Nomura Securities March 2010 - December 2010
Pershing March 2008 - March 2010
iNautix March 2008 - March 2010
Broadridge Financial Solutions July 2005 - March 2008
Various January 1999 - January 2005
Skills
PMP, PMO, SDLC, SaaS, SharePoint, Analysis, Requirements Gathering, Business Analysis, Hedge Funds, CRM, Program Management, Integration, Project Management, MS Project, Analytics, Agile Methodologies, Outsourcing, Software Documentation, Management, Strategy, Capital Markets, Business Requirements, Software Project..., Business Process..., Banking, Portfolio Management, Process Improvement, Enterprise Software, Leadership, Financial Services, Databases, IT Strategy, Project Portfolio..., Requirements Analysis, Fixed Income, Data Warehousing, Software Development, Risk Management, Vendor Management, Resource Management, Microsoft Project
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Business Computer Information Systems
Hofstra University 1993 — 1996
BE, Engineering
Paul D. Schreiber HS 1988 — 1992
Dmitrijs Nahajs, MBA's Morgan Stanley Experience 2011 - 2013
Job Finance Professional
Industry Banking
Experience
Morgan Stanley 2011 - 2013
Morgan Stanley 2008 - 2011
Morgan Stanley 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Trading, Risk Management, Short Term Credit, Commercial Paper, Yankee CD's, Series 7, Credit Derivatives, Credit Default Swaps, Total Return Swaps, Corporate Loans, Capital Commitments, Whole Loans, Loans, Bloomberg, Team Leadership, Project Management, System Design, Capital Markets, Russian, Trading Systems, CRM, Finance, Management, Portfolio Management, Accounting, Funding, Settlement, Process Improvement, FX Options, Financial Modeling, Relationship Management, Structured Products, Asset Management, Emerging Markets, Hedge Funds, Securitization, Investments, Back Office, Private Equity, Financial Risk, Credit, Financial Services, Valuation, Structured Finance, Financial Markets, Bonds, Securities, Investment Banking, Alternative Investments, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance, International Business
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance & Investments
Economics & Finance
Morgan Stanley 2011 - 2013
Morgan Stanley 2008 - 2011
Morgan Stanley 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Trading, Risk Management, Short Term Credit, Commercial Paper, Yankee CD's, Series 7, Credit Derivatives, Credit Default Swaps, Total Return Swaps, Corporate Loans, Capital Commitments, Whole Loans, Loans, Bloomberg, Team Leadership, Project Management, System Design, Capital Markets, Russian, Trading Systems, CRM, Finance, Management, Portfolio Management, Accounting, Funding, Settlement, Process Improvement, FX Options, Financial Modeling, Relationship Management, Structured Products, Asset Management, Emerging Markets, Hedge Funds, Securitization, Investments, Back Office, Private Equity, Financial Risk, Credit, Financial Services, Valuation, Structured Finance, Financial Markets, Bonds, Securities, Investment Banking, Alternative Investments, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance, International Business
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance & Investments
Economics & Finance
David Zimmerman's Morgan Stanley Experience March 2009 - June 2015
Job Head of Finance Transformation at Millennium Management
Industry Financial Services
Experience
Millennium Management June 2015 - Present
Morgan Stanley March 2009 - June 2015
Credit Suisse April 2005 - February 2009
Goldman Sachs May 2000 - April 2005
PricewaterhouseCoopers May 1997 - May 2000
Skills
Business Intelligence, Finance Transformation, Master Data Management, Data Warehousing, Data Architecture, Program Management, Reference Data, Corporate Finance, Equities, Enterprise Architecture, Financial Reporting, Change Management, Solution Implementation, IT Strategy, Strategy Implementation, Customer Intelligence, Business Process..., Analytics, Process Improvement, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
American University - Kogod School of Business
BSBA, Information Technology
Needham High School
University of Haifa
Overseas Studies Program
Millennium Management June 2015 - Present
Morgan Stanley March 2009 - June 2015
Credit Suisse April 2005 - February 2009
Goldman Sachs May 2000 - April 2005
PricewaterhouseCoopers May 1997 - May 2000
Skills
Business Intelligence, Finance Transformation, Master Data Management, Data Warehousing, Data Architecture, Program Management, Reference Data, Corporate Finance, Equities, Enterprise Architecture, Financial Reporting, Change Management, Solution Implementation, IT Strategy, Strategy Implementation, Customer Intelligence, Business Process..., Analytics, Process Improvement, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
American University - Kogod School of Business
BSBA, Information Technology
Needham High School
University of Haifa
Overseas Studies Program
Anthony Piggott's Morgan Stanley Experience October 1997 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1997 - Present
Citicorp September 1993 - September 1997
Bankers Trust January 1988 - September 1993
Skills
Corporate Actions, Managerial Finance, Settlement, Business Analysis, Financial Services, Capital Markets, Equities, Fixed Income, IT Strategy, Investment Banking, Risk Management, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Finance
Morgan Stanley October 1997 - Present
Citicorp September 1993 - September 1997
Bankers Trust January 1988 - September 1993
Skills
Corporate Actions, Managerial Finance, Settlement, Business Analysis, Financial Services, Capital Markets, Equities, Fixed Income, IT Strategy, Investment Banking, Risk Management, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Finance
Jean F. George, CC's Morgan Stanley Experience May 2000 - November 2001
Job Transition Consultant at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2002 - Present
Diversified Investment Advisors 2002 - 2010
Morgan Stanley May 2000 - November 2001
Benefit Services Corporation 1998 - 2000
First Data Corporation May 1995 - June 1998
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Bankers Trust New York (Now Deutsche Bank AG) September 1994 - May 1995
Chemical Bank (Now JP Morgan Chase) September 1984 - September 1994
Skills
Series 6, Public Speaking, Series 63, 401k, Retirement Plan..., Employee Benefits, Asset Management, Financial Services, Investments, FINRA, Retirement Planning, Pensions, Retirement, Mutual Funds, Defined Benefit, Asset Allocation, MS Excel Pivot Tables, MS Word, MS Powerpoint, Defined Contribution, Profit Sharing, Securities, Manage Client...
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1993
Bachelor In Business Administration, Human Resource and Information Systems
Baruch Collge
BBA, Business Administration and Management, General
Transamerica Retirement Solutions August 2002 - Present
Diversified Investment Advisors 2002 - 2010
Morgan Stanley May 2000 - November 2001
Benefit Services Corporation 1998 - 2000
First Data Corporation May 1995 - June 1998
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Bankers Trust New York (Now Deutsche Bank AG) September 1994 - May 1995
Chemical Bank (Now JP Morgan Chase) September 1984 - September 1994
Skills
Series 6, Public Speaking, Series 63, 401k, Retirement Plan..., Employee Benefits, Asset Management, Financial Services, Investments, FINRA, Retirement Planning, Pensions, Retirement, Mutual Funds, Defined Benefit, Asset Allocation, MS Excel Pivot Tables, MS Word, MS Powerpoint, Defined Contribution, Profit Sharing, Securities, Manage Client...
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1993
Bachelor In Business Administration, Human Resource and Information Systems
Baruch Collge
BBA, Business Administration and Management, General
Carmine Roche, MPA's Morgan Stanley Experience August 2006 - March 2008
Job Adjunct Faculty / Program Manager
Industry Program Development
Experience
City University of New York; Continuing Education & Professional Studies October 2008 - Present
HELP - Haitian Education & Leadership Program March 2012 - July 2012
Hetrick-Martin Institute June 2011 - December 2011
Carrie4Nassau County Clerk Campaign March 2009 - November 2009
Morgan Stanley August 2006 - March 2008
JPMorgan Chase July 2005 - July 2006
ESP, INC., On-Site at Morgan Stanley March 2004 - June 2005
TIAA-CREF June 1999 - September 2003
Skills
Program Management, Management, Leadership, Project Management, Strategy, Training, Public Speaking, Nonprofits, Financial Modeling, Financial Analysis, Microsoft Office, Non-profits, Solid organizational,..., Curriculum Design and...
Education
Baruch College, School of Public Affairs 2010 — 2012
Executive Master Public Administration, Non-Profit/Public/Organizational Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Marketing
Project Management Institute
Project Management Professional (PMP) Certification, Project Management
City University of New York; Continuing Education & Professional Studies October 2008 - Present
HELP - Haitian Education & Leadership Program March 2012 - July 2012
Hetrick-Martin Institute June 2011 - December 2011
Carrie4Nassau County Clerk Campaign March 2009 - November 2009
Morgan Stanley August 2006 - March 2008
JPMorgan Chase July 2005 - July 2006
ESP, INC., On-Site at Morgan Stanley March 2004 - June 2005
TIAA-CREF June 1999 - September 2003
Skills
Program Management, Management, Leadership, Project Management, Strategy, Training, Public Speaking, Nonprofits, Financial Modeling, Financial Analysis, Microsoft Office, Non-profits, Solid organizational,..., Curriculum Design and...
Education
Baruch College, School of Public Affairs 2010 — 2012
Executive Master Public Administration, Non-Profit/Public/Organizational Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Marketing
Project Management Institute
Project Management Professional (PMP) Certification, Project Management
Jason Yulfo's Morgan Stanley Experience June 2003 - October 2004
Job Property Accounting Manager at NorthStar Asset Management Group, Inc.
Industry Real Estate
Experience
NorthStar Asset Management Group Inc. July 2014 - Present
Equity One, Inc November 2012 - July 2014
Ruben Companies November 2007 - November 2012
Friedman LLP October 2004 - October 2007
Morgan Stanley June 2003 - October 2004
Viacom 2002 - 2003
Wasserstein Perella 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, GAAP, Real Estate, Auditing, Audit, Tax, Financial Modeling, Excel, Cash Flow, Quickbooks, Budgeting, Accounts Payable, Due Diligence, General Ledger, Internal Controls, QuickBooks, Variance Analysis, Microsoft Excel, Budgets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accountancy
Bayside High School 1996 — 2000
NorthStar Asset Management Group Inc. July 2014 - Present
Equity One, Inc November 2012 - July 2014
Ruben Companies November 2007 - November 2012
Friedman LLP October 2004 - October 2007
Morgan Stanley June 2003 - October 2004
Viacom 2002 - 2003
Wasserstein Perella 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, GAAP, Real Estate, Auditing, Audit, Tax, Financial Modeling, Excel, Cash Flow, Quickbooks, Budgeting, Accounts Payable, Due Diligence, General Ledger, Internal Controls, QuickBooks, Variance Analysis, Microsoft Excel, Budgets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accountancy
Bayside High School 1996 — 2000
Diane Chan, PMP's Morgan Stanley Experience January 2004 - August 2005
Job
Industry Financial Services
Experience
The Bank Of New York Mellon August 2005 - Present
PMI NYC Chapter January 2005 - Present
Morgan Stanley January 2004 - August 2005
The Macgregor Group July 2000 - January 2004
Citi July 1997 - July 2000
The Guardian Life Insurance Company of America 1996 - 1997
Education
Baruch College
Bachelor of Business Administration (BBA)
The Bank Of New York Mellon August 2005 - Present
PMI NYC Chapter January 2005 - Present
Morgan Stanley January 2004 - August 2005
The Macgregor Group July 2000 - January 2004
Citi July 1997 - July 2000
The Guardian Life Insurance Company of America 1996 - 1997
Education
Baruch College
Bachelor of Business Administration (BBA)
Elias Dahhan's Morgan Stanley Experience August 2004 - May 2008
Job EDT Trading Int
Industry Investment Banking
Experience
EDT Trading Intl September 2008 - Present
Morgan Stanley August 2004 - May 2008
Bear Stearns June 2001 - July 2004
Skills
FX Options, Swaps, Options, Back Office, Equities, Settlement, Structured Products, SWIFT payments, FX Derivatives, Fixed Income, Prime Brokerage, Capital Markets, Hedge Funds, Forwards, Derivatives, Middle Office, Credit Derivatives, Investment Banking, Electronic Trading, Interest Rate..., Equity Derivatives, Financial Markets, Foreign Exchange, Trading Systems
Education
City University of New York-College of Staten Island 2001 — 2004
BS, Finance and Economics
Baruch College, City University of New York (CUNY) 1991 — 1994
Associate degree, Intl business administration
EDT Trading Intl September 2008 - Present
Morgan Stanley August 2004 - May 2008
Bear Stearns June 2001 - July 2004
Skills
FX Options, Swaps, Options, Back Office, Equities, Settlement, Structured Products, SWIFT payments, FX Derivatives, Fixed Income, Prime Brokerage, Capital Markets, Hedge Funds, Forwards, Derivatives, Middle Office, Credit Derivatives, Investment Banking, Electronic Trading, Interest Rate..., Equity Derivatives, Financial Markets, Foreign Exchange, Trading Systems
Education
City University of New York-College of Staten Island 2001 — 2004
BS, Finance and Economics
Baruch College, City University of New York (CUNY) 1991 — 1994
Associate degree, Intl business administration
Jessica Luo, CPA's Morgan Stanley Experience April 2014 - June 2015
Job Senior Manager
Industry Financial Services
Experience
Morgan Stanley April 2014 - June 2015
Morgan Stanley August 2011 - April 2014
Morgan Stanley March 2010 - August 2011
RBC Capital Markets August 2007 - March 2010
Merrill Lynch September 2005 - August 2007
Skills
Fixed Income, Equities, Structured Products, Product Control, Equity Swaps, Derivatives, Balance Sheet, Account Reconciliation, Accounting, Securities Lending, Equity Derivatives, Swaps, Funding, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
M.S.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S.
Morgan Stanley April 2014 - June 2015
Morgan Stanley August 2011 - April 2014
Morgan Stanley March 2010 - August 2011
RBC Capital Markets August 2007 - March 2010
Merrill Lynch September 2005 - August 2007
Skills
Fixed Income, Equities, Structured Products, Product Control, Equity Swaps, Derivatives, Balance Sheet, Account Reconciliation, Accounting, Securities Lending, Equity Derivatives, Swaps, Funding, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
M.S.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S.
John G. Monaghan's Morgan Stanley Experience January 2003 - November 2006
Job Servicing Oversight Leader/Mortgage Risk/Compliance Advisor
Industry Banking
Experience
Newbold Advisors September 2011 - Present
RiskSpan February 2010 - September 2011
Wells Fargo Bank February 2008 - December 2008
UBS January 2007 - December 2007
American Home Mortgage November 2006 - February 2007
Morgan Stanley January 2003 - November 2006
Goldman Sachs March 2001 - September 2002
Skills
Executive Management, Leadership, Loss Mitigation, Process Improvement, Portfolio Management, Servicing, Loan Servicing, Residential Mortgages, Credit, Vendor Management, Mortgage Banking, Credit Risk, Due Diligence, Mortgage, Business Process..., Negotiation, Management Consulting, Securitization, Risk Management, REO, Valuation, Capital Markets, Compliance, Change Management, Finance, Financial Risk, Strategy, Management, CRM, Program Management, Mortgage Lending, Financial Services, Fixed Income, Banking, Loans, Mortgage Servicing, Asset Management, Credit Analysis, Contract Negotiation
Education
Barry University 1986 — 1989
BS, BPS
Broward College 1982 — 1984
AA
Newbold Advisors September 2011 - Present
RiskSpan February 2010 - September 2011
Wells Fargo Bank February 2008 - December 2008
UBS January 2007 - December 2007
American Home Mortgage November 2006 - February 2007
Morgan Stanley January 2003 - November 2006
Goldman Sachs March 2001 - September 2002
Skills
Executive Management, Leadership, Loss Mitigation, Process Improvement, Portfolio Management, Servicing, Loan Servicing, Residential Mortgages, Credit, Vendor Management, Mortgage Banking, Credit Risk, Due Diligence, Mortgage, Business Process..., Negotiation, Management Consulting, Securitization, Risk Management, REO, Valuation, Capital Markets, Compliance, Change Management, Finance, Financial Risk, Strategy, Management, CRM, Program Management, Mortgage Lending, Financial Services, Fixed Income, Banking, Loans, Mortgage Servicing, Asset Management, Credit Analysis, Contract Negotiation
Education
Barry University 1986 — 1989
BS, BPS
Broward College 1982 — 1984
AA
Joe Nelson's Morgan Stanley Experience August 2009 - June 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
BlackRock November 2013 - September 2015
Credit Suisse November 2011 - November 2013
Credit Suisse July 2010 - November 2011
Morgan Stanley August 2009 - June 2010
UBS June 2009 - August 2009
J P Canon Associates June 2007 - August 2009
Skills
Business Analysis, Financial Services, SQL, Equity Derivatives, Foreign Exchange, Microsoft Office, Futures, Unix, FIX, Electronic Trading, Listed Derivatives, OTC Derivatives, Fixed Income, Fixed Income Derivatives, Options, Bloomberg, Trading Systems, Middle Office, Prime Brokerage, Credit Derivatives, Derivatives, Equities
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
B.B.A., Major: Finance and Investments, Minor: Computer Information Systems, GPA: 3.75
Stuyvesant High School 2002 — 2006
H.S. Diploma
BlackRock September 2015 - Present
BlackRock November 2013 - September 2015
Credit Suisse November 2011 - November 2013
Credit Suisse July 2010 - November 2011
Morgan Stanley August 2009 - June 2010
UBS June 2009 - August 2009
J P Canon Associates June 2007 - August 2009
Skills
Business Analysis, Financial Services, SQL, Equity Derivatives, Foreign Exchange, Microsoft Office, Futures, Unix, FIX, Electronic Trading, Listed Derivatives, OTC Derivatives, Fixed Income, Fixed Income Derivatives, Options, Bloomberg, Trading Systems, Middle Office, Prime Brokerage, Credit Derivatives, Derivatives, Equities
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
B.B.A., Major: Finance and Investments, Minor: Computer Information Systems, GPA: 3.75
Stuyvesant High School 2002 — 2006
H.S. Diploma
John Orbe's Morgan Stanley Experience January 2006 - April 2010
Job Vice President PMA Project Team at Citi
Industry Financial Services
Experience
Citi April 2013 - Present
Barclays Capital April 2010 - April 2013
Morgan Stanley January 2006 - April 2010
Morgan Stanley July 2003 - January 2006
Morgan Stanley July 2002 - July 2003
Morgan Stanley November 2001 - July 2002
Vangaurd Comm 1999 - 2000
Skills
Commodity Markets, Project Management, Project Planning, Program Management, MS Project, Visio, Microsoft Office, Futures, Trading, Electronic Trading, Financial Futures, Futures Trading, Clearing, Collateral, Confirmation, Settlement, Customer Service, Account Reconciliation, Dodd-Frank, Regulatory Requirements, Commodity, Structured Products, Natural Gas, Securities, Bloomberg, Derivatives, Operational Risk, Investment Banking, Market Risk, Financial Analysis, Equity Derivatives, Financial Markets, Middle Office, Fixed Income, Swaps, Interest Rate..., FX Options, Equities, Change Management, Hedge Funds, Risk Management, Capital Markets, Prime Brokerage, Options, Product Control, Hedging
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor, Accounting
Newtown HighSchool
Citi April 2013 - Present
Barclays Capital April 2010 - April 2013
Morgan Stanley January 2006 - April 2010
Morgan Stanley July 2003 - January 2006
Morgan Stanley July 2002 - July 2003
Morgan Stanley November 2001 - July 2002
Vangaurd Comm 1999 - 2000
Skills
Commodity Markets, Project Management, Project Planning, Program Management, MS Project, Visio, Microsoft Office, Futures, Trading, Electronic Trading, Financial Futures, Futures Trading, Clearing, Collateral, Confirmation, Settlement, Customer Service, Account Reconciliation, Dodd-Frank, Regulatory Requirements, Commodity, Structured Products, Natural Gas, Securities, Bloomberg, Derivatives, Operational Risk, Investment Banking, Market Risk, Financial Analysis, Equity Derivatives, Financial Markets, Middle Office, Fixed Income, Swaps, Interest Rate..., FX Options, Equities, Change Management, Hedge Funds, Risk Management, Capital Markets, Prime Brokerage, Options, Product Control, Hedging
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor, Accounting
Newtown HighSchool
Jack Xu's Morgan Stanley Experience August 2007 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Bank of New York Mellon July 2006 - August 2007
Merrill Lynch March 2001 - July 2006
Citigroup (Salomon Smith Barney) April 1999 - March 2001
PricewaterhouseCoopers October 1997 - April 1999
Skills
US GAAP, Financial Reporting, IFRS, SEC reporting, Internal Controls, Audit, Management Reporting, Financial Planning &..., Regulatory Reporting, Broker/Dealer Accounting, Technical Accounting..., XBRL
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Morgan Stanley August 2007 - Present
Bank of New York Mellon July 2006 - August 2007
Merrill Lynch March 2001 - July 2006
Citigroup (Salomon Smith Barney) April 1999 - March 2001
PricewaterhouseCoopers October 1997 - April 1999
Skills
US GAAP, Financial Reporting, IFRS, SEC reporting, Internal Controls, Audit, Management Reporting, Financial Planning &..., Regulatory Reporting, Broker/Dealer Accounting, Technical Accounting..., XBRL
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Terry Snofsky Baum's Morgan Stanley Experience 1986 - 1988
Job JP Morgan Credit Analyst, VP
Industry Financial Services
Experience
Warren Lewis Sotheby's International Realty 2009 - Present
JP Morgan June 1994 - February 1998
Chase 1989 - 1994
Morgan Stanley 1986 - 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Barnard College
BA
Warren Lewis Sotheby's International Realty 2009 - Present
JP Morgan June 1994 - February 1998
Chase 1989 - 1994
Morgan Stanley 1986 - 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Barnard College
BA
Stacey Eng's Morgan Stanley Experience 2006 - 2008
Job VP, Human Resources at First Eagle Investment Management
Industry Human Resources
Experience
First Eagle Investment Management May 2013 - Present
First Eagle Investment Management August 2011 - April 2013
MF Global August 2010 - May 2011
Morgan Stanley 2006 - 2008
Goldman Sachs 2005 - 2006
Credit Suisse First Boston 1997 - 2003
Education
Barnard College
BA, Psychology
Stuyvesant High School
First Eagle Investment Management May 2013 - Present
First Eagle Investment Management August 2011 - April 2013
MF Global August 2010 - May 2011
Morgan Stanley 2006 - 2008
Goldman Sachs 2005 - 2006
Credit Suisse First Boston 1997 - 2003
Education
Barnard College
BA, Psychology
Stuyvesant High School
Al Apinorasethkul's Morgan Stanley Experience January 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Skills
Sarbanes-Oxley Act, US GAAP, Corporate Finance, Account Reconciliation, Financial Analysis, SEC filings, Financial Statement..., Pivot Tables, Financial Accounting, General Ledger, XBRL, SAP, Basel II, Basel III, Basel 2.5, Internal Controls, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investment
Morgan Stanley January 2015 - Present
Skills
Sarbanes-Oxley Act, US GAAP, Corporate Finance, Account Reconciliation, Financial Analysis, SEC filings, Financial Statement..., Pivot Tables, Financial Accounting, General Ledger, XBRL, SAP, Basel II, Basel III, Basel 2.5, Internal Controls, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investment
Nicole Strongin's Morgan Stanley Experience June 2011 - August 2011
Job MBA 2012, Columbia Business School
Industry Marketing and Advertising
Experience
Columbia Business School August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Tourmalet Advisors October 2009 - June 2010
Pequot Capital February 2008 - September 2009
Bear Stearns June 2006 - November 2007
Skills
Valuation, Brand Management, Equities, Bloomberg, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Barnard College 2002 — 2006
BA, Economics
Columbia College (NY)
BA, Economics
Columbia Business School August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Tourmalet Advisors October 2009 - June 2010
Pequot Capital February 2008 - September 2009
Bear Stearns June 2006 - November 2007
Skills
Valuation, Brand Management, Equities, Bloomberg, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Barnard College 2002 — 2006
BA, Economics
Columbia College (NY)
BA, Economics
Keith Teesdale's Morgan Stanley Experience August 2006 - October 2011
Job Lead Software Engineer
Industry Financial Services
Experience
Thomson Reuters 2011 - Present
Morgan Stanley August 2006 - October 2011
Skills
Software Project..., Software Architecture, Software Cost Estimation, Requirements Analysis, Process Improvement, Team Leadership, Technology Consulting, Web Applications, Oracle Database, Linux, IIS, HTML, JavaScript, .NET, Spring Framework, SQL, Tomcat, Sybase, SQL DB2, Java, Microsoft SQL Server, Perl, Shell Scripting, Database Design
Education
Baruch College, City University of New York (CUNY)
Master’s Degree, Management Information Systems, General
South Carolina State University
BSc, Computer Science
Thomson Reuters 2011 - Present
Morgan Stanley August 2006 - October 2011
Skills
Software Project..., Software Architecture, Software Cost Estimation, Requirements Analysis, Process Improvement, Team Leadership, Technology Consulting, Web Applications, Oracle Database, Linux, IIS, HTML, JavaScript, .NET, Spring Framework, SQL, Tomcat, Sybase, SQL DB2, Java, Microsoft SQL Server, Perl, Shell Scripting, Database Design
Education
Baruch College, City University of New York (CUNY)
Master’s Degree, Management Information Systems, General
South Carolina State University
BSc, Computer Science
José Moncayo's Morgan Stanley Experience July 1999 - August 2001
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2014 - Present
Deutsche Bank November 2011 - March 2014
ConvergEx Group October 2007 - November 2011
Financial Industry Regulatory Authority 2005 - October 2007
NYSE Euronext September 2002 - 2005
Morgan Stanley July 1999 - August 2001
US Navy Reserve 1998 - 2000
US Navy February 1993 - February 1998
Skills
Commodity, Securities, Back Office, Options, Settlement, Financial Analysis, Middle Office, Military Experience, Bilingual-English/Spanis..., Microsoft Office, SAP, FINRA, Databases, Regulatory Requirements, Regulatory Examinations, AML, Anti Money Laundering, Capital Markets
Education
Baruch College 1999 — 2002
Bachelor of Business Administration, Accounting
Deutsche Bank April 2014 - Present
Deutsche Bank November 2011 - March 2014
ConvergEx Group October 2007 - November 2011
Financial Industry Regulatory Authority 2005 - October 2007
NYSE Euronext September 2002 - 2005
Morgan Stanley July 1999 - August 2001
US Navy Reserve 1998 - 2000
US Navy February 1993 - February 1998
Skills
Commodity, Securities, Back Office, Options, Settlement, Financial Analysis, Middle Office, Military Experience, Bilingual-English/Spanis..., Microsoft Office, SAP, FINRA, Databases, Regulatory Requirements, Regulatory Examinations, AML, Anti Money Laundering, Capital Markets
Education
Baruch College 1999 — 2002
Bachelor of Business Administration, Accounting
Andy Hsin-Han Mok's Morgan Stanley Experience 2013 - Present
Job Corporate Treasury Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Goldman Sachs 2012 - 2012
News Corporation 2011 - 2012
Singapore Civil Defence Force 2007 - 2009
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (BBA)
Morgan Stanley 2013 - Present
Goldman Sachs 2012 - 2012
News Corporation 2011 - 2012
Singapore Civil Defence Force 2007 - 2009
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (BBA)
Anthony Viveros's Morgan Stanley Experience March 2012 - April 2012
Job Cross Asset Solutions at Société Générale
Industry Financial Services
Experience
Société Générale July 2015 - Present
Baruch Investment Management Group May 2012 - June 2015
Goldman Sachs June 2014 - August 2014
The Ticker October 2012 - March 2014
Legend Securities, Inc. September 2011 - January 2014
Federal Reserve Bank of New York August 2012 - November 2012
Morgan Stanley March 2012 - April 2012
Epiphany Capital Management March 2010 - August 2011
Locus Capital Partners May 2009 - March 2010
Skills
Trading, Equities, Options, Financial Markets, Portfolio Management, Technical Analysis, Emerging Markets, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's Degree
Société Générale July 2015 - Present
Baruch Investment Management Group May 2012 - June 2015
Goldman Sachs June 2014 - August 2014
The Ticker October 2012 - March 2014
Legend Securities, Inc. September 2011 - January 2014
Federal Reserve Bank of New York August 2012 - November 2012
Morgan Stanley March 2012 - April 2012
Epiphany Capital Management March 2010 - August 2011
Locus Capital Partners May 2009 - March 2010
Skills
Trading, Equities, Options, Financial Markets, Portfolio Management, Technical Analysis, Emerging Markets, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's Degree
Ophira Platt's Morgan Stanley Experience June 2011 - August 2011
Job Credit Analyst at Cantor Commercial Real Estate
Industry Banking
Experience
Cantor Commercial Real Estate ("CCRE") - Cantor Fitzgerald June 2012 - November 2014
Morgan Stanley June 2011 - August 2011
Global Capacity Group June 2010 - August 2010
Education
Barnard College 2008 — 2012
Columbia University in the City of New York
Ramaz Upper School
Cantor Commercial Real Estate ("CCRE") - Cantor Fitzgerald June 2012 - November 2014
Morgan Stanley June 2011 - August 2011
Global Capacity Group June 2010 - August 2010
Education
Barnard College 2008 — 2012
Columbia University in the City of New York
Ramaz Upper School
Ivellisse Silva's Morgan Stanley Experience 1995 - 2007
Job Staff Accountant at The Affinity Health Plan
Industry Financial Services
Experience
The Affinity Health Plan May 2014 - December 2014
Affiliated Managers Group (AMG Funds) January 2014 - May 2014
HSBC 2008 - 2012
Morgan Stanley 1995 - 2007
Dora & Harry Simon Senior Citizens Center 1989 - 1993
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Valuation, Bookkeeping, Fund Administration, Fund Accounting, Account Reconciliation, Banking, Portfolio Management, Investments, General Ledger, Cash Management, Payroll
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
CUNY Bronx Community College
Associate in Science (AS), Accounting
The Affinity Health Plan May 2014 - December 2014
Affiliated Managers Group (AMG Funds) January 2014 - May 2014
HSBC 2008 - 2012
Morgan Stanley 1995 - 2007
Dora & Harry Simon Senior Citizens Center 1989 - 1993
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Valuation, Bookkeeping, Fund Administration, Fund Accounting, Account Reconciliation, Banking, Portfolio Management, Investments, General Ledger, Cash Management, Payroll
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
CUNY Bronx Community College
Associate in Science (AS), Accounting
Jason Archer's Morgan Stanley Experience March 2007 - August 2012
Job Advisor, Compliance Risk Monitoring at CVS Health
Industry Retail
Experience
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
Eva Xian's Morgan Stanley Experience August 2011 - March 2012
Job Marketing Coordinator at Forbes Media
Industry Marketing and Advertising
Experience
Dun and Bradstreet April 2014 - December 2014
Morgan Stanley August 2011 - March 2012
Ann Jin Qiu MD's Office March 2011 - August 2011
Skills
Research, Internal Communications, Business Communications, Coaching, Social Media, Team Building, Psychology, Japanese, Editing, Radian6, Google Analytics, SproutSocial, Hootsuite, Marketing, Web Analytics, HootSuite, Microsoft Excel, Digital Marketing, Marketing Strategy, Online Advertising
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor's Degree, International Marketing
Dun and Bradstreet April 2014 - December 2014
Morgan Stanley August 2011 - March 2012
Ann Jin Qiu MD's Office March 2011 - August 2011
Skills
Research, Internal Communications, Business Communications, Coaching, Social Media, Team Building, Psychology, Japanese, Editing, Radian6, Google Analytics, SproutSocial, Hootsuite, Marketing, Web Analytics, HootSuite, Microsoft Excel, Digital Marketing, Marketing Strategy, Online Advertising
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor's Degree, International Marketing
Siavash Tourzani's Morgan Stanley Experience May 2009 - August 2009
Job Student
Industry Legal Services
Experience
Porzio Bromberg & Newman P.C. December 2012 - June 2013
Prime Legal Services July 2012 - November 2012
Law Offices of William P. Opel May 2012 - November 2012
Business Licenses, LLC August 2011 - April 2012
Westchester County, NY District Attorney's Office May 2011 - July 2011
Westchester County, NY District Attorney's Office May 2010 - July 2010
Morgan Stanley May 2009 - August 2009
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Foreclosures, Loan Modifications, Short Sales, Forensic Analysis, Appraisals, Closings, National Association of..., Commercial Litigation, Courts, Bankruptcy, Legal Assistance, Civil Litigation, Westlaw
Education
Barry University - Dwayne O. Andreas School of Law 2013 — 2016
Doctor of Law (JD), Law
Muhlenberg College 2006 — 2010
Porzio Bromberg & Newman P.C. December 2012 - June 2013
Prime Legal Services July 2012 - November 2012
Law Offices of William P. Opel May 2012 - November 2012
Business Licenses, LLC August 2011 - April 2012
Westchester County, NY District Attorney's Office May 2011 - July 2011
Westchester County, NY District Attorney's Office May 2010 - July 2010
Morgan Stanley May 2009 - August 2009
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Foreclosures, Loan Modifications, Short Sales, Forensic Analysis, Appraisals, Closings, National Association of..., Commercial Litigation, Courts, Bankruptcy, Legal Assistance, Civil Litigation, Westlaw
Education
Barry University - Dwayne O. Andreas School of Law 2013 — 2016
Doctor of Law (JD), Law
Muhlenberg College 2006 — 2010
Juan Baez's Morgan Stanley Experience April 2007 - January 2009
Job Associate, Corporate and Investment Bank, KYC Operations
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Global Trade Management SAS July 2013 - March 2014
Comercializadora Norte Import October 2011 - December 2013
Independent Consultant October 2010 - September 2011
E&J Unique Baked Products December 2008 - June 2010
Morgan Stanley April 2007 - January 2009
Bear Stearns June 2004 - April 2007
Morgan Stanley December 2003 - June 2004
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
J.P. Morgan April 2014 - Present
Global Trade Management SAS July 2013 - March 2014
Comercializadora Norte Import October 2011 - December 2013
Independent Consultant October 2010 - September 2011
E&J Unique Baked Products December 2008 - June 2010
Morgan Stanley April 2007 - January 2009
Bear Stearns June 2004 - April 2007
Morgan Stanley December 2003 - June 2004
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS