Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
William Raveis Real Estate January 2012 - Present
Virtual Homes Real Estate January 2011 - January 2012
Cape Yachts February 2008 - October 2009
Home Source, Home & Property Maintenance June 2006 - 2008
National Association for the Self-Employed September 2005 - June 2006
Global Business Exchange, Inc. October 2002 - June 2005
Morgan Stanley 1998 - 1998
smith barney 1991 - 1998
Skills
Buyer Representation, Sellers Agent, Short Sales, Social Media, Real Estate Marketing, SEO, Sellers, Buyer's Agent, Foreclosures, Real Estate, Real Estate Transactions, Relocation, Single Family Homes, Residential Homes, Luxury, Condos, Marketing, Sales, Investment Properties
Education
Hobart and William Smith Colleges 1986 — 1990
BA, American Studies
St. Mary's High School 1982 — 1986
UBS Financial Services, Inc. May 2013 - Present
UBS Financial Services, Inc. November 2008 - June 2013
Morgan Stanley June 2008 - November 2008
Morgan Stanley July 2006 - June 2008
Innov8tive FX Inc. 2004 - 2007
Morgan Stanley June 2000 - July 2006
Education
Hofstra University 2003 — 2006
MBA, Finance
Hofstra University 1999 — 2003
BBA, Finance
Janney Montgomery Scott May 2013 - Present
Raymond James Financial Inc. December 2010 - April 2012
Morgan Stanley July 1984 - September 2010
US Navy 1973 - 1977
Skills
Leadership, Personal Financial..., Business Coaching, Recruiting, Business Development, Coaching, Series 7, Investment Advisory, Retirement Planning, Asset Management, Asset Allocation, Management, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Financial Services, Investments, Wealth Management, Series 65, FINRA, Series 63, Financial Planning, Equities, Financial Advisory
Education
Hofstra University 1979 — 1981
Masters of Business Administration, Management
Castelton State College 1977 — 1979
Bachelor's degree, Business Administration and Management, General
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney October 2010 - February 2012
Bloomberg March 2010 - October 2010
Morgan Stanley June 2008 - June 2009
Mass Mutual October 2007 - April 2008
Skills
Excel, Access, PowerPoint, Outlook, Word, Microsoft Office, Business Analysis, Analysis, Windows, Risk Management, Microsoft Excel, Finance, Investments, Financial Services, Equities, Bloomberg, Financial Modeling, Financial Analysis, Management, Fixed Income, Public Speaking, Data Analysis, Investment Banking, Leadership, Asset Management, Securities, Research
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
DIS, COPENHAGEN UNIVERSITY Copenhagen 2006 — 2006
Economics, International Business
Amherst Regional High School 2000 — 2003
High school diploma, Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley September 2015 - Present
EY June 2015 - August 2015
Morgan Stanley July 2014 - April 2015
Morgan Stanley January 2013 - July 2014
Incredible Feets October 2008 - March 2013
New York Liquidation Bureau June 2012 - August 2012
LetsOrderNow.com February 2012 - June 2012
Skills
PowerPoint, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Investments, Public Speaking, Marketing, Leadership, Market Research, Banking, Team Leadership, Management, Strategic Planning, Negotiation, Accounting, Outlook, Real Estate, New Business Development, Entrepreneurship, Start-ups, Financial Modeling, Customer Satisfaction, Financial Reporting, Morality, Maintaining Strong..., Business Analysis, Student Development, Student Government, Client Relations, Auditing, Student Affairs, Critical Thinking, Internal Audit, Business Strategy, Financial Audits, Accounts Payable, Private Banking, Technical Analysis, Investment Advisory, Financial Advisory, Consulting, Forensic Accounting
Education
Hofstra University 2015 — 2016
Master’s Degree, Taxation
Molloy College 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.99 Overall GPA; 4.0 Major Related GPA
Capital One May 2014 - Present
Child Advocates, Inc. March 2014 - Present
Plains All American March 2014 - May 2014
Plains All American January 2014 - March 2014
Plains All American April 2012 - January 2014
Capital One Southcoast, Inc. October 2011 - March 2012
Morgan Stanley February 2008 - April 2011
FINRA 2005 - 2008
Active International September 2004 - February 2005
Skills
Financial Modeling, Mergers & Acquisitions, Analysis, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Excel, Word, PowerPoint, Bloomberg, Fundamental Research, Legal Compliance, Data Modeling, Energy, Oil&Gas, Strategic Analysis, Natural Gas, Business Strategy, Gas Storage, Capital IQ, DCF Valuation, Company Valuation, Market Research, Competitive Analysis, Investor Relations, Presentation Development, Strategic Planning, SWOT analysis, Risk Analysis, Gas Pipelines, Financial Analysis, Equity Research, Energy Industry, Oil, Equity Valuation, Series 7, Series 63, FactSet, MLP, Midstream
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA, Finance, Energy
Hofstra University 2000 — 2004
BBA, Marketing
Royal Bank of Scotland May 2008 - January 2015
Barclays Investment Bank July 2008 - May 2011
Morgan Stanley July 2007 - July 2008
Skills
Derivatives, FX Options, Fixed Income, Equity Derivatives, Trading, Options, Risk Management, Equities, Investment Banking, Middle Office, Project Management, Operations Management
Education
University of California, Berkeley Extension 2015 — 2015
Certificate Program in Project Management
HKUST Business School 2005 — 2008
Bachelor of Science (BSc), Major: Quantitative Finance Minor: Mathematics, First Class Honors
Foundation Talent 2015 - Present
Kurtosys Systems 2014 - 2015
eLearning Mind 2014 - 2015
Betterment 2014 - 2014
Signpost 2013 - 2014
Linium Resources 2011 - 2013
Morgan Stanley 2009 - 2011
Gilt Groupe 2009 - 2009
Alexander Mann Solutions 2007 - 2009
Strategic Workforce Solutions 2005 - 2007
Skills
Talent Acquisition, Recruiting, Sourcing, Interviews, Applicant Tracking..., Onboarding, Leadership, Benefits Negotiation, Management, HR Consulting, Strategy, Negotiation, Talent Management, CRM, New Business Development, Process Improvement, Internet Recruiting, HRIS, Deferred Compensation, Interview Preparation, PeopleSoft, Screening, Full-cycle Recruiting, Interview Coaching, Technical Recruiting, College Recruiting, Contract Recruitment, Conducting Interviews, SDLC, BPO, Permanent Placement, Process Management, Diversity Recruitment, Job Coaching, Salary, Staffing Services, Temporary Placement, RPO, Advisory, Direct Sourcing, Salary Negotiation, Salary Surveys, HR Solutions, Remote Management, Competency Management, Interviewing, Mentoring, Employer Branding, Recruitment Advertising, FMLA
Education
Hobart and William Smith Colleges
History
Salisbury School
Trinity School
Morgan Stanley 2014 - Present
Citigroup 2009 - 2013
Lehman Brothers 2008 - 2009
Lehman Brothers 2002 - 2008
Lehman Brothers 2000 - 2002
Lehman Brothers 1998 - 2000
Lehman Brothers 1996 - 1998
Lehman Brothers 1994 - 1996
Chase 1992 - 1994
Education
Hofstra University 1988 — 1992
BBA
Morgan Stanley December 2012 - Present
Morgan Stanley November 2012 - Present
Credit Suisse 2010 - October 2012
Credit Suisse 2001 - 2010
Credit Suisse 1988 - 2001
KPMG August 1985 - June 1988
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Tappan Zee High School
CTPartners November 2013 - January 2014
1 EDI Source, Inc. August 2011 - May 2013
Morgan Stanley 2008 - July 2011
Lincoln Financial Group 2005 - 2008
Podor & Associates 2003 - 2005
Self Employed Personal Assistant 2000 - 2003
The Lubrizol Corporation 1993 - 1999
Skills
Project Management, Process Improvement, Customer Service, Sales, Management, Salesforce.com, Data Analysis, Business Analysis, CRM, SQL, Account Management, Analysis, Business Development, Marketing, Team Leadership, Team Building, Leadership, Microsoft Office
Education
Hiram College
Business Administration and Management, General
Ohio University
Merrill Lynch May 2008 - Present
Morgan Stanley May 1997 - May 2008
Riggs Bank 1988 - 1997
Education
The George Washington University - School of Business 1997 — 2000
MBA, Finance
Hobart and William Smith Colleges 1982 — 1986
BA, Economics
Morgan Stanley September 2005 - Present
Bear Stearns August 1996 - May 2005
Automatic Data Processing (ADP) - Brokerage Division (Now Broadridge Financial Solutions) January 1989 - August 1996
Thomson McKinnon Securities 1986 - 1988
E.F. Hutton Inc. May 1984 - January 1986
Skills
Cost Basis Reporting, Tax Lot Accounting, Wealth Management, Brokerage Back Office, Compliance, Brokerage General Ledger, Brokerage P&L, Business Analysis, IT, Software Project..., Corporate Actions, Systems Analysis, Application Design, Database Design, DB2 for z/OS, SQL, Team Leadership, Prime Brokerage Billing, Broker Dealer (BD)..., Mutual Funds, Change Management, Microsoft Office, Microsoft Excel, Visio, MS Project, VSAM, COBOL, Offshore Management, Application Development..., Application Integration, Vendor Software..., Technical Leadership, Application Performance..., Stored Procedures, DB2 Performance, DB2 Utilities, CICS Transaction Server, QMF, Concurrent Processing, MVS / zOS JCL, ACATS, Correspondent Clearance..., Trade Commissions, Creative Problem Solving, System Documentation, PowerPoint, HP PPM, Rational Developer for..., C Language, SDLC
Education
HOFSTRA UNIVERSITY
BS, Computer Science
C.W. POST CENTER OF LONG ISLAND UNIVERSITY
Transferred, Computer Science
The Chubb Institute 1995 — 1996
Certificate, Client/Server Application Development
NYU School of Continuing and Professional Studies 1994 — 1994
C Programming (Parts 1 and 2)
Andrew Davidson & Company, Inc. September 2005 - Present
Navint Consulting, L.L.C. February 2000 - July 2005
Bankers Trust June 1993 - February 2000
Morgan Stanley February 1993 - May 1993
CIBC September 1992 - January 1993
Marsh & McLennan Companies, Inc. April 1992 - September 1992
Citibank June 1991 - March 1992
Home Insurance Company March 1990 - December 1990
Deloitte, Haskins & Sells September 1989 - December 1989
SIAC May 1989 - August 1989
Skills
Data Analysis, SQL, Databases, Windows, T-SQL Stored Procedures, SQL Server, T-SQL, SSIS, ERwin, Excel VBA, Monarch, Paradox, Data Transformation..., ETL, Microsoft SQL Server, Perl, Stored Procedures, Erwin, VBA, Database Administration
Education
Hofstra University 1980 — 1983
B.A., Engineering Science
Ulster County Community College 1976 — 1980
A.A., Engineering Science
ENDVEST February 2015 - Present
Criterion BioScience November 2014 - Present
Incandescent Technologies, Inc. April 2012 - Present
TransMedia Corporation December 2010 - Present
Altman Warwick 2005 - 2010
iNTAWiRE June 2006 - 2009
TransMedia Corporation October 2001 - February 2005
HireMinds February 2000 - October 2000
Morgan Stanley 1997 - 1998
Skills
Entrepreneurship, Strategy, Consulting, Cloud Computing, Investments, Team Building, Start-ups, Venture Capital, Business Development, Strategic Partnerships, New Business Development, Mergers, Product Management, Business Strategy, Analytics, Product Marketing, Competitive Analysis, Strategic Planning, Due Diligence, Product Planning, Product Strategies, Product Design, Product Leadership, Product Requirements, Product Evangelism, Business Modeling, Business Innovation, Executive Management, Integration, Corporate Development
Education
Hobart and William Smith Colleges 1993 — 1997
B.S., Psychology
Morgan Stanley May 2015 - Present
Hobart and William Smith Colleges August 2014 - Present
Town of Simsbury CT May 2014 - August 2014
Town of Simsbury CT May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Social Media, Research, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Social Networking, SAS Programming, Due Diligence
Education
Hobart and William Smith Colleges 2012 — 2016
Bachelor's Degree, Economics
Simsbury High School 2008 — 2012
High School
Intelligize, Inc. December 2014 - Present
Intelligize, Inc. September 2013 - December 2014
Autonomy January 2012 - September 2013
Goldman Sachs & Co. November 2004 - November 2011
Morgan Stanley May 2004 - November 2004
Citi November 2000 - July 2002
Skills
SaaS, Enterprise Software, Leadership, Forecasting, Financial Services, Derivatives, Fixed Income, Equities, Management, Investment Banking, Trading Systems, Capital Markets, Financial Modeling, Risk Management, Commodity, Market Risk
Education
Trinity College-Hartford 1997 — 2000
BA
Hobart and William Smith Colleges 1996 — 1997
Choate Rosemary Hall 1992 — 1996
Hopkins School 1990 — 1992
Independent January 2015 - Present
Independent January 2014 - Present
New Brooklyn Theater July 2013 - December 2013
Morgan Stanley February 1998 - January 2013
Qtalk November 2008 - November 2011
Skills
Equities, Fixed Income, Financial Services, Capital Markets, Securities, Investment Banking, Trading Systems, Business Analysis, SDLC, Derivatives, Hedge Funds, Bloomberg, Options, Trading, Equity Derivatives, Project Delivery, Acting, Teaching Acting, Vocalist, Jazz Dance, Musical Theatre, Theatre, Choreography, Film Actor, Nonprofits, Non-profit..., Non-profits..., Talk Show, Interview Skills, Entertainment, Microsoft Office
Education
Hofstra University
Financial Services Professional July 2013 - Present
CBI Group December 2012 - June 2013
SunTrust Bank November 2009 - November 2012
SunTrust Bank May 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Morgan Stanley March 2000 - September 2004
CORESTAFF Services May 1998 - March 2000
Shamrock Financial Services 1994 - 1998
Skills
Equities, Financial Services, Investment Management, Fixed Income, Securities, Bonds, Wealth Management, Portfolio Management, Capital Markets, Mutual Funds, Trading, Bloomberg, Banking, Derivatives, Alternative Investments, Options, Series 7, Hedge Funds, Structured Products, Operational Risk, FINRA, Investment Banking, Investments, Settlement, Asset Allocation, Bloomberg Terminal, Financial Markets, Back Office, Middle Office, FX Options, Wealth, Credit Derivatives, Funding
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Yonsei University 1990 — 1990
Summer program / Internship, International Finance
YouTube December 2012 - Present
Google September 2011 - December 2012
Barclays Capital July 2010 - September 2011
Barclays Capital June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Finance, General
HKUST Business School 2008 — 2008
ED&F MAN Capital Markets Ltd March 2014 - September 2014
FXDD November 2013 - February 2014
Russ LLC November 2012 - October 2013
Nomura Securities June 2010 - December 2011
Stockbroekhoeve NV May 2009 - May 2010
Somerset Farm Inc November 2004 - January 2009
Morgan Stanley June 2007 - August 2007
Skills
Bloomberg, Futures, Fixed Income Products, Equities, EOS, Trade Execution, Electronic Trading, Options, Fixed Income, Capital Markets, Financial Markets, Derivatives, Investment Banking, Equity Derivatives, Trading Systems, Trading
Education
Hofstra University
Bachelors of Business Administration, Finance
TIAA-CREF January 2012 - Present
MF Global October 2009 - November 2011
AllianceBernstein June 1998 - November 2008
Lehman Brothers Bank 1993 - 1996
Kidder Peabody & Co, Inc. 1984 - 1993
Morgan Stanley 1980 - 1984
Associated Dry Goods (Acquired by May Department Stores) June 1978 - June 1980
Harris Corporation 1976 - 1978
Skills
Trading, Asset Management, Equities, Portfolio Management, Derivatives, FX, Investments, Capital Markets, Risk Management, Securities, Compliance, Business Analysis, Vendor Management, Fixed Income, Trading Systems, Program Management, Financial Markets, SDLC, Process Improvement, Electronic Trading, Change Management, PMO, Visio, Commodities, Options, Hedge Funds, Team Leadership, Equity Trading, Wealth Management, Analysis, Risk, Problem Solving, Agile Project Management, Agile Modeling, Credit Derivatives, Collateral Management, Middle Office, Market Data, Investment Banking, Back Office, Bloomberg, Equity Derivatives, Structured Products, Prime Brokerage, Bonds, Alternative Investments, Order Management, Swaps, FX Options
Education
Hofstra University 1984 — 1992
BS, Business Computer Information Systems
Morgan Stanley July 2011 - Present
Palmer Grove March 2011 - November 2012
Ohio College Access Network October 2009 - July 2011
Target April 2009 - July 2011
Vita Bella Dance & Body Center, LLC October 2006 - April 2007
The Citizens Bank of Logan December 2002 - May 2005
Skills
Newsletters, Publications, Publishing, Press Releases, Editing, Proofreading, Blogging, Advertising, Grant Writing, Time Management, Creative Writing, Copywriting, Copy Editing, Training, Writing
Education
The Ohio State University 2008 — 2010
BA, English
Hocking College 2007 — 2008
Bridgehampton National Bank June 2015 - Present
Community National Bank July 2009 - June 2015
Washington Mutual, Inc. August 2007 - July 2009
HSBC June 2003 - July 2007
Morgan Stanley May 2001 - September 2001
Skills
Leadership, Banking, Branch Banking, Business Development, Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Customer Service, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Residential Homes, Retail Banking, Small Business, Small Business Lending, Team Leadership
Education
Hofstra University 2000 — 2003
Business Management
farmingdale high school
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
Morgan Stanley September 2006 - Present
Independence Community Bank September 2004 - September 2006
Independence Community Bank October 2001 - September 2004
Education
Miami University 1994 — 1996
M.S., Higher Education College Administration
Hobart and William Smith Colleges 1990 — 1994
The Home Depot September 2012 - Present
A & J construction January 2008 - Present
US Communications Construction Inc July 2009 - March 2011
The Hackett Group April 2008 - December 2008
E*TRADE Financial 2005 - 2008
E*TRADE February 2004 - February 2006
Morgan Stanley Smith Barney January 2000 - January 2004
Morgan Stanley December 2001 - May 2003
Morgan Stanley January 2000 - May 2003
Morgan Stanley January 1999 - January 2000
Skills
Securities, Mutual Funds, Options, Insurance, Strategic Financial..., Equities, Asset Managment, Financial Services, Stocks, Retirement Planning, Salesforce.com, Risk Management, Employee Benefits
Education
University of Alabama at Birmingham 1995 — 1997
PSY, PSY/BIS
Hinds Community College 1994 — 1995
aa, PSY
Mississippi Delta Comunity College 1990 — 1992
Associate, Liberal Arts
Mississippi Delta College 1990 — 1992
Associate, Liberal Arts
Morgan Stanley June 2015 - Present
Oppenheimer & Co. Inc. January 2015 - Present
Pacific Islander Youth Association June 2013 - Present
Nordstrom May 2014 - January 2015
San Francisco Giants April 2011 - January 2014
UPS December 2011 - January 2012
City and County of San Francisco May 2009 - August 2009
Skills
Game Day Operations, Athletics, Sports Management, Sports, Football, Team Leadership, Leadership, Entrepreneurship, Sponsorship Sales, Sponsorship, Ticket Sales, Rugby, Sales, Baseball, Sports Marketing, Social Networking, Event Management, Event Planning, Social Media, Fundraising, Time Management, Public Speaking, Scouting, Public Relations, Customer Service, Microsoft Office
Education
Hofstra University 2011 — 2015
3.37 GPA
University of Sydney 2013 — 2013
International Exchange Recipient, Business/Commerce, General
Sacred Heart Cathedral Preparatory 2007 — 2011
Highschool Diploma
Morgan Stanley June 2014 - Present
Cosmop LLC May 2012 - January 2014
United States District Court of Eastern New York August 2011 - August 2011
Shanghai BSK Academy August 2010 - June 2011
Rotaract International September 2010 - May 2011
Skills
Mandarin, Teaching, Social Media, Research, Microsoft Office, International Relations, Data Analysis, Spanish, Management, Grant Writing, English, Public Speaking, Fundraising, Editing, Event Planning, SPSS
Education
University of Virginia 2006 — 2010
Bachelor's Degree, English Literature, Modern Studies, 3.7
Hofstra University 2011 — 2012
Post-Baccalaureate Coursework, Behavioral Economics, 3.9
The Guardian Life Insurance Company of America December 2000 - Present
Morgan Stanley October 1997 - November 2000
Skills
Internal Communications, Corporate Communications, Crisis Communications, Communication Training, Communications Planning, Strategic Communications, Content Development, Marketing Communications, Newsletters, Content Strategy, Direct Marketing, Social Media, Web Content, Intranet, Editing, Thought Leadership, Content Management, Media Relations, Publicity, Social Media Marketing, Insurance, Speech Writing, Integrated Marketing, Copywriting, Press Releases, Crisis Management, Marketing, Web Content Management, Reputation Management, Annual Reports, Employee Engagement, Proofreading, Publications, Copy Editing, Strategy, Message Development, Financial Services, Investor Relations, Editorial, Public Relations, Corporate Branding, Web Analytics, Intranet Strategy, Blogging, Publishing, Digital Marketing, Executive Communications, Writing, Communications Strategy, Video Production
Education
Hofstra University
Bachelor of Arts, English
Morgan Stanley November 2014 - Present
Citigroup February 2009 - October 2014
Goldman Sachs November 2007 - November 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Microsoft Excel, Accounts Receivable, Microsoft Office, Microsoft Word, PowerPoint, Sarbanes-Oxley Act, Tax, US GAAP, Tax Accounting, International Tax, Financial Accounting, Auditing
Education
Hofstra University 2005 — 2007
Bachelor's degree, Accounting
Northeastern University
Morgan Stanley September 2009 - Present
First Investors Corporation September 2008 - August 2009
Goldman Sachs June 2007 - August 2007
Skills
Management, Equities, Hedge Funds, Trading, Financial Markets, Finance, Equity Trading
Education
LIU Post 2008 — 2009
MBA, Finance and Management
Hofstra University 2004 — 2008
BBA, Management
Ameriprise Financial Services, Inc. April 2015 - Present
Morgan Stanley February 2007 - April 2015
Education
Hofstra University
Bachelor’s Degree, Bachelor of Arts
Morgan Stanley June 2013 - Present
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts, Economics and Environmental Studies
The Danish Institute of Study Abroad 2011 — 2011
Study Abroad, Sustainability in Europe
The Loomis Chaffee School 2005 — 2008
High School Diploma
Lincoln International May 2011 - Present
Empire Asset Management November 2006 - April 2011
Morgan Stanley May 2005 - November 2005
GunnAllen Financial January 2002 - January 2004
Skills
Outlook, PowerPoint, Word, Excel, Customer Relations, Microsoft Office, Administration, Research, Event Planning, Administrative Support, Scheduling, Data Entry, Problem Solving, Inventory Management, System Administration, Microsoft Excel, Event Management, Customer Service, Administrative..., Process Scheduler, Leadership, Microsoft Word, Administrative..., Time Management
Education
Hofstra University 1998 — 2000
Wells Fargo June 2011 - Present
Royal Bank of Scotland Group September 2009 - July 2011
Morgan Stanley March 2009 - July 2009
Gerald Metals Inc May 2007 - October 2008
UBS Investment Bank June 2005 - May 2007
Source Capital Group July 2004 - May 2005
Skills
Bloomberg, FX Options, Equity Derivatives, Swaps, Middle Office, Derivatives, Equities, Series 7, Capital Markets, Fixed Income
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelors of Arts degree
Rutgers University October 2009 - Present
Morgan Stanley 2008 - 2009
Prudential Financial 2003 - 2007
Prudential Securities 1993 - 2003
Prudential Securities 1988 - 1993
Skills
Cross-functional Team..., Expense Management, Management, Telecommunications, PMP, Relationship Management, Operations Management, Budgets, CRM, Enterprise Software, Project Planning, Strategic Planning, Integration, IT Operations, Networking, SDLC, Analysis, Business Process..., Business Intelligence, Infrastructure, Leadership, Project Portfolio..., Software Documentation, Information Technology
Education
Hofstra University
Master of Business Administration (MBA), Finance
Merlin Entertainments plc September 2015 - Present
Citi April 2014 - September 2015
Citi December 2010 - April 2014
Morgan Stanley June 2010 - December 2010
Merrill Lynch September 2006 - June 2010
Skills
Equities, Analysis, Financial Reporting, G/L Reconciliations, Accounting, Capital Markets, Credit, Derivatives, Risk Management, Investments, Hedge Funds, Valuation, Fixed Income, Trading, Financial Analysis, Finance, Management
Education
Hofstra University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Marist College 2002 — 2006
Bachelor of Science (BS), Finance, General, 3.5
Smart Starts Day School October 2013 - August 2014
French American School of Miami September 2001 - April 2013
Patagon July 2000 - August 2001
UniCapital Corporation March 1998 - July 2000
Morgan Stanley & Co., Inc October 1996 - February 1998
Morgan Stanley March 1994 - October 1996
Applied Digital Data Systems July 1992 - February 1994
Skills
Operations Management, Customer Service, Team Building, Management, Change Management, Project Management, Leadership, Strategic Planning, Team Leadership, Training, Microsoft Office, Budgets, Project Planning, Banking, Policy, Fundraising
Education
Hofstra University 1995 — 1997
MBA, International Business
St. John's University 1988 — 1992
BS, Finance
JANA Partners LLC February 2015 - Present
Morgan Stanley January 2014 - February 2015
Morgan Stanley October 2012 - January 2014
Morgan Stanley September 2011 - November 2012
Transaero Inc. February 2009 - September 2011
Best Buy September 2006 - February 2009
Skills
Settlement, Financial Services, Series 99, Corporate Finance, Mutual Funds, Fixed Income, Equities, Account Reconciliation, Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg, Finance, Derivatives
Education
Hofstra University 2009 — 2011
BBA, Management
GEB HiRise Engineering, PC June 2014 - Present
CT Department of Transportation June 2013 - Present
LUSH FRESH HANDMADE COSMETICS North America November 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Hofstra University July 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Matlab, AutoCAD, Data Analysis, Access, Analysis
Education
Hofstra University 2009 — 2015
Bachelor of Engineering (B.E.), Industrial Engineering
The Galvanizing Group 2002 - Present
Prophet 1997 - 2001
Callan Associates 1993 - 1996
Morgan Stanley 1990 - 1993
Skills
Marketing Communications, Public Relations, Integrated Marketing, Marketing Strategy, Entrepreneurship, Social Media, Project Management, Social Media Marketing, Copywriting, Strategic Communications, Editing, Strategic Planning, Public Speaking, Word Of Mouth Marketing, Writing, Business Strategy, Advertising, Published Author, Entrepreneur, Content Marketing
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Marketing
Hofstra University 1986 — 1989
B.A., Economics, French
Université Paris-Sorbonne 1985 — 1986
Certificate of French Language & Literature, French
Google May 2014 - Present
Divide (formerly Enterproid) June 2013 - May 2014
Morgan Stanley October 2010 - June 2013
Mindshift Technologies April 2009 - October 2010
BlackRock October 2007 - February 2009
Cleary Gottlieb March 2005 - October 2007
Lazard Freres & Co. February 2004 - March 2005
Excite Networks 2001 - 2003
Skills
Management, Project Management, Information Technology, Vendor Management, Risk Management, Strategic Planning, IT Strategy, Technology Management, IT Management, ITIL, Entrepreneurship, Disaster Recovery, Business Analysis, Technical Leadership, Critical Thinking, Business Planning, Financial Services, Investments, Business Relationship..., Finance, Entrepreneurship..., Social Entrepreneurship, Social Media, Operations Management, MBA, Business Continuity..., BYOD, Large Scale Deployments, Enterprise Mobility, Mobility Management, Mobility Strategy, Enterprise Software, Business Development, Strategy, Program Management, Leadership, Cloud Computing
Education
Pace University - Lubin School of Business 2009 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Finance
Hofstra University 1998 — 2002
BS, Electrical Engineering
Morgan Stanley June 2011 - Present
DaVita Health Care June 2009 - May 2011
Altria June 2002 - December 2008
Altria Corporate Services, Inc. 2002 - 2008
Nassau County December 2000 - January 2002
Inc. Village of Freeport, NY July 1985 - December 2000
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, Photoshop, Illustrator, Newsletters, Public Speaking, Administrative..., Press Releases, Event Planning, Microsoft Office, Internal Communications, Research, Non-profits, Event Management, Public Relations, Process Improvement, Customer Service
Education
Hofstra University
Certificate, Personal Training and Health Professional
New York University
Certificate, Meeting, Conference and Events Planning
State University of New York Empire State College
BS, Public Administration / Marketing
Morgan Stanley November 2013 - July 2015
InvestTech Systems Consulting September 2011 - August 2013
Hospitals of Ontario Pension Plan June 2009 - September 2011
Questrade 2008 - 2009
Bank of Montreal 2007 - 2008
Hong Kong Mable Development Limited 2005 - 2007
Deloitte August 2004 - June 2005
Skills
Fixed Income, Enterprise Architecture, Derivatives, Business Analysis, Trading Systems, Capital Markets, Risk Management, Bloomberg, Business Requirements, Tax, Insurance, Equities, Requirements Analysis, Requirements Gathering, Investments, Mapping documents, Simcorp Implementation
Education
Hong Kong University of Science and Technology - School of Business and Management 2001 — 2004
BBA, Economics & Management
Queen's University 2002 — 2002
BBA, Commerce
King George V 1994 — 2001
The Depository Trust & Clearing Corporation 2011 - October 2014
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2010
RBC Capital Markets Corporation 2001 - 2008
Paine Webber 1998 - 2001
Seward & Kissel LLP 1992 - 1996
Skadden Arps 1989 - 1992
Morgan Stanley 1987 - 1989
Chicago Mercantile Exchange 1983 - 1987
Chicago Board of Trade 1981 - 1982
Skills
Capital Markets, Securities, Derivatives, Risk Management, Fixed Income, Structured Products, Credit Derivatives, Energy, Corporate Governance, Equities, Governance, Finance, Financial Structuring, Budgets, Financial Services, Credit, Private Equity, Due Diligence, Banking, Alternative Investments, Mergers & Acquisitions, Commodity, FX Options, Equity Derivatives, Structured Finance, Corporate Law, Settlement, Trading, Securitization, Financial Regulation, AML, Hedge Funds, Trading Systems, Financial Modeling, Management, Financial Markets, Portfolio Management, Asset Managment, Financial Risk, Investments, Operations Management, Emerging Markets, Valuation, Bonds, Mergers, Compliance, Budgeting
Education
Washington University in St. Louis - Olin Business School
MBA
Washington University in St. Louis School of Law
JD
Hobart and William Smith Colleges
BA, Economics and Art HIstory
KPMG January 2011 - Present
HSBC Securities October 2008 - October 2009
AXA ADVISORS LLC May 2006 - September 2008
Morgan Stanley June 2005 - May 2006
Skills
Series 7, Series 66, CPA, SEC filings, Auditing, Financial Statements, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Due Diligence, Bloomberg, Fixed Income, GAAP, Financial Reporting, Tax Accounting, Finance, Internal Audit, Revenue Recognition, Uniform Combined State..., Financial Analysis
Education
Hofstra University 2008 — 2010
MBA, Accounting
University of Delaware 2001 — 2005
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelors, Finance
Ernst & Young February 2005 - Present
EY 2005 - Present
Goldman Sachs February 2001 - December 2004
Morgan Stanley November 1994 - January 2001
Skills
Business Objects, PeopleSoft, HRIS
Education
Hofstra University 1989 — 1994
Hungarian US Trade August 2015 - Present
Reo Chemists Inc. September 2007 - April 2015
Aditiany Inc. September 2014 - March 2015
GLOW NEW YORK January 2014 - January 2015
Glory Capital September 2013 - September 2014
Salon DeCaro March 2012 - September 2013
Morgan Stanley March 2010 - March 2011
Skills
Business Management, Executive Support, Marketing, Project Planning, Public Relations, Venture Capital, Investments, International Economics, Events Coordination, Small Business, Bloomberg, Organization, Mac OS, Microsoft Office, Windows, Leadership, Strategic Planning, Business Development, Social Networking, Event Planning, Social Media Marketing, Retail, Contract Negotiation, Sales, Marketing Strategy, Social Media, Entrepreneurship, Online Marketing
Education
Hofstra University 2007 — 2011
Economics & Marketing
Associated Students of Michigan State University May 2014 - October 2015
KPMG June 2015 - August 2015
Students Consulting for Non-Profit Organizations (MSU) January 2014 - May 2015
Morgan Stanley May 2014 - August 2014
LJPR, LLC December 2013 - January 2014
Neighborhood Auto Detailing, LLC May 2012 - December 2013
Skills
Sales, Budgets, Marketing, Teamwork, Time Management, Finance, Accounting, Nonprofits, Data Entry, Leadership, Entrepreneurship, Financial Analysis, Salesforce.com, Consulting
Education
Michigan State University 2013 — 2016
Finance
Hillsdale College 2012 — 2013
Finance, General
JPMorgan Chase & Co. December 2014 - Present
Goldman Sachs September 2010 - November 2014
Goldman Sachs June 2006 - September 2010
Morgan Stanley March 2001 - June 2006
FiberNet Telecom Group May 2000 - March 2001
Bell Atlantic Corporation August 1995 - May 2000
Skills
Data Center, Vendor Management, Program Management, Leadership, Strategic Planning, Project Management, Business Analysis, Project Planning, Infrastructure, IT Strategy, IT Management, Enterprise Architecture, Telecommunications, Information Technology, Team Leadership, Contract Negotiation, Budgets, Team Management, Resource Management, Project Portfolio..., Management, Networking, SDLC, Cloud Computing, Disaster Recovery, Outsourcing, IT Operations, Integration, IT Service Management, Security, ITIL, PMP, Risk Management, PMO
Education
The George Washington University - School of Business 2000 — 2000
Master's Certificate
Hofstra University 1989 — 1994
Bachelor's degree
Morgan Stanley January 2014 - October 2014
Morgan Stanley July 2010 - December 2013
Morgan Stanley April 2008 - June 2010
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Tokyo 2006 — 2008
Master’s Degree, Chemistry and Biotechnology
Hiroshima University 2002 — 2006
Bachelor’s Degree, Chemistry, Biotechnology and Process Engineering
NYC DOE September 2012 - Present
GO Project July 2012 - August 2012
Morgan Stanley December 2006 - May 2009
Pernod Ricard 2005 - 2007
Skills
Research, Data Analysis, Spanish, Statistics, Economics, PowerPoint, Teaching, Microsoft Excel, Microsoft Office, Curriculum Design, Training, Lesson Planning, Leadership, Staff Development, Higher Education
Education
Teachers College of Columbia University 2010 — 2011
Master of Arts (M.A.), Social Studies Education
McGill University 2001 — 2005
Bachelor of Commerce, Organizational Behavior & Human Resource Management; International Business
Hong Kong University of Science and Technology - School of Business and Management 2003 — 2003
Regional Management Corp. July 2015 - Present
Pick Quick Foods, Inc. September 2014 - May 2015
Morgan Stanley September 2013 - April 2014
Samuel Shapiro & Company, Inc. February 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, VBA, Financial Modeling, Teamwork, Facebook, Accounts Payable, Accounts Receivable, Research, Public Speaking
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Southside High School 2007 — 2011
Smarsh July 2014 - Present
US Banccorp August 2013 - July 2014
TESOL Certified Traveling June 2010 - July 2011
Morgan Stanley June 2008 - February 2010
Skills
Salesforce.com, Sales, Customer Service, Account Management, SaaS, Financial Analysis, Finance, Cold Calling, Loans, Strategic Planning
Education
University of Vermont 2005 — 2008
Economics, Economics and Political Science
Hobart and William Smith Colleges 2004 — 2005
Economics
St. Paul's School for Boys 2000 — 2004
Markit 2015 - Present
Morgan Stanley 2014 - 2014
CA Technologies 2010 - 2014
CA Technologies 2008 - 2010
CA Technologies 2006 - 2008
New York State Division of the Budget October 2005 - October 2006
Citi September 2003 - September 2005
Goldman Sachs April 1999 - August 2002
Skills
Financial Analysis, Finance, Forecasting, Financial Forecasting, Bloomberg, Financial Modeling, Due Diligence, Equities, Valuation, Portfolio Management, Corporate Finance, Risk Management, Fixed Income, Investments, Mergers, Private Equity, Economics, Public Sector Financial...
Education
Hofstra University 2008 — 2012
MBA, Finance, 3.7
State University of New York at Albany 1989 — 1994
MASTER of ARTS, Economics
Santander Investment February 2014 - Present
UniCredit July 2013 - December 2013
Banca IMI Intesa Sanpaolo August 2008 - June 2013
Morgan Stanley 2004 - 2007
Deutsche Bank September 2001 - March 2004
Skills
Capital Markets, Fixed Income, Bloomberg, Bonds, Structured Products, Investment Banking, Derivatives, Credit Derivatives, Portfolio Management, Asset Allocation
Education
Hofstra University 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley March 2014 - Present
J.P. Morgan September 2013 - March 2014
J.P. Morgan September 2012 - September 2013
J.P. Morgan June 2011 - September 2012
Skills
Information Security, Malware Analysis, Intrusion Detection, Network Security, Incident Management, Information Security..., Security Operations, Risk Management, Foosball, Security
Education
Syracuse University 2011 — 2013
Certificate of Advanced Study, Information Security Management
Hilbert College 2007 — 2011
Bachelor of Science (BS), Computer Security and Information Assurance
Morgan Stanley April 2015 - Present
internet August 1999 - Present
Skills
Microsoft Excel, Financial Analysis, Retail, Fashion, Trend Analysis, Customer Service, Social Networking, Social Media, Sales, Equities, Retail Sales, Apparel, Styling, Inventory Management, Merchandising, Store Management, PowerPoint, Bloomberg, Luxury Goods, Portfolio Management, Visual Merchandising
Education
Hofstra University 2008 — 2013
B.B.A., Finance
Yonsei University 2007 — 2007
Korean Language
Hofstra University January 2013 - Present
Hofstra University August 2013 - May 2015
Latino Commission on AIDS June 2014 - August 2014
The ESM Group June 2013 - August 2013
2012 Hofstra University Presidential Debate September 2012 - October 2012
Nevada County Democrats June 2012 - August 2012
Morgan Stanley July 2010 - August 2010
Skills
Marketing, Research, Social Media, Market Research, Sports, Team Leadership, Social Networking, Public Speaking, PowerPoint, Facebook, Political Campaigns, Analytics, Health Economics, Analysis, Organization, Basic knowledge of STATA, Public Policy, Event Planning, Editing, Microsoft Word, Blogging, SPSS
Education
Hofstra University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Marketing
Bear River High School 2007 — 2011
Resources Global Professionals March 2014 - Present
Resources Global Professionals March 2014 - March 2014
SAC Capital 2005 - 2006
JPMorgan 2003 - 2005
Merrill Lynch 1999 - 2003
Lehman Brothers August 1996 - August 1999
New York City Cyclones 1995 - 1998
Morgan Stanley 1993 - 1996
Skills
Private Equity, Hedge Funds, Professional Services, Alternative Investments, Investments, Asset Management, Customer Service, Consultative Selling, Account Management, Capital Markets, Sales Management, New Business Development, Mutual Funds, Customer Satisfaction, Solution Selling, Debt, Problem Solving, PowerPoint, Team Building, Market Planning, Fixed Income, Asset Managment, Financial Services, Internal Audit, Forecasting, Leadership, Management Consulting, Financial Analysis, Risk Management, Selling, Financial Modeling, Due Diligence, Executive Management, Strategy, Management, Sales, Finance
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Economics
The Trinity-Pawling School 1987 — 1989
St. Mary's 1984 — 1988
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Northport High School September 2012 - Present
AD Hoops November 2010 - Present
Hunter College September 2011 - June 2012
Teva Pharmaceuticals (formerly Barr/Duramed) March 2002 - November 2010
Teva Pharmaceuticals (formerly Barr/Duramed) March 2002 - January 2005
Profile Communications January 2001 - February 2002
Morgan Stanley June 1999 - January 2001
University Sports Publications June 1997 - June 1999
ADP May 1996 - June 1997
Skills
Recruiting, Training, Change Management, Sales, Strategic Planning, Coaching, Public Speaking, Budgets, Business Coaching, Customer Service, Event Planning, Fundraising, Leadership, Management, Marketing Strategy, PowerPoint, Public Relations, Selling
Education
Hobart and William Smith Colleges 1991 — 1995
B.A., English
Scopia Capital Management LP March 2015 - Present
thINKwell creative (thINKwell idea boutique) January 2014 - Present
Och-Ziff Capital Management June 2014 - January 2015
Morgan Stanley June 2010 - October 2012
Credit Suisse July 2004 - June 2010
Skills
Administrative Support, Outlook, Lotus Notes, PeopleSoft, Expense Management, Able To Multi-task, Calendaring, Negotiation, Administrative..., Marketing, Budgets, Data Analysis, Microsoft Word, Management, Creative Writing, Copywriting, Copy Editing, Customer Service, Administrative..., Microsoft Office, Event Management, PowerPoint, Sales, Executive Calendar..., Executive Support, Project Planning, Scheduling, Event Planning, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 1995 — 1997
Bachelor of Science (BS), Marketing
Hofstra University 1993 — 1995
Accounting
Kellenberg 1989 — 1993
Honors Diploma, Academics
Main Street Hub July 2015 - Present
Morgan Stanley May 2012 - August 2012
Keller Williams Realty, Inc. May 2011 - August 2011
Skills
Economics, Microsoft Excel, PowerPoint, Statistics, Bloomberg, Financial Analysis, Microsoft Office, Data Analysis, Microsoft Word, Social Media, Research, Facebook, Real Estate, Film Production, Public Speaking
Education
Hobart and William Smith Colleges 2010 — 2014
Economics, Media in Society
William Smith College 2010 — 2014
Bachelor of Arts, Media and Society Minior: Economics
The Hill School 2006 — 2010
Morgan Stanley April 2013 - Present
Vanguard January 2013 - March 2013
Vanguard June 2012 - January 2013
Mizuho Securities USA Inc. June 2011 - August 2011
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Hill School 2005 — 2008
Cablevision September 2015 - Present
Morgan Stanley May 2011 - August 2015
IAC/InterActiveCorp September 2006 - May 2011
Schlumberger April 2002 - September 2006
Supreme Designs May 2000 - April 2002
Invision Inc. October 1998 - May 2000
Skills
Management, Information Technology, IT Operations, IT Strategy, Strategic Planning, IT Service Management
Education
New York Institute of Technology 2001 — 2004
MS, Computer Science
Hofstra University 1996 — 2000
BS, Computer Science
Morgan Stanley July 2005 - Present
Skills
Bloomberg, Series 7, Equities, Fixed Income, Securities, Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Markets, Derivatives, Hedge Funds, Investments, Middle Office, Mutual Funds, Prime Brokerage, Securities Lending, Series 63, Trading
Education
Pace University - Lubin School of Business 2008 — 2012
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 2000 — 2004
Select Office Suites April 2008 - Present
Robert DeFalco Realty March 2008 - Present
Morgan Stanley August 2007 - April 2008
BDO Seidman, LLP 2004 - 2007
Skills
Real Estate, Investments, Accounting, Sellers, Residential Homes, Commercial Real Estate, Property Management, Real Estate Transactions, Small Business, Selling, Investment Properties, Real Estate Development, Negotiation, Leases, Contract Negotiation, Investors, Sales, Short Sales
Education
Hofstra University 2002 — 2004
BBA, Accounting
Pace University - Lubin School of Business 2000 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Monsignor Farrell 1996 — 2000
Morgan Stanley June 2012 - Present
WeiserMazars LLP June 2009 - May 2012
Holtz Rubenstein Reminick LLP October 2003 - April 2009
Skills
Auditing, Tax Preparation, Accounting, Tax, Income Tax, GAAP
Education
Hofstra University 1999 — 2003
BBA, Accounting
Kellenberg Memorial High School 1995 — 1999
Valiant Solutions, Inc. October 2014 - Present
Capco January 2014 - October 2014
State Street May 2008 - January 2014
Morgan Stanley December 2006 - May 2008
Bank of New York Mellon December 2005 - December 2006
Citigroup February 2004 - December 2005
Financial Management Association - Hosfstra University May 2002 - May 2003
Merrill Lynch September 2001 - May 2002
Skills
SQL Server, Hedge Funds, Fixed Income, Bloomberg, Equities, Asset Managment, Financial Services, Back Office, Securities, Business Analysis, Derivatives, Mutual Funds, Portfolio Management, HTML scripting, CSS Javascript, Bootstrap 3 RC1, PHP, Six Sigma, Fund Administration, Financial Reporting, PMO, Alternative Investments, SDLC, AML, Process Improvement, Capital Markets, Corporate Actions, Project Management, Equity Derivatives, Agile Methodologies, Prime Brokerage, Asset Management, Trading, Analysis, User Acceptance Testing, Middle Office, Investment Banking, Swaps, Management, Trading Systems, Risk Management, Investment Management, Investments, Settlement, Stakeholder Management, Vendor Management, Visio, Client Services, Entrepreneurship, Outsourcing
Education
Hofstra University-Frank G. Zarb School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hofstra University 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Topeka Capital Markets March 2013 - Present
Imperial Capital, LLC July 2012 - November 2012
Caris & Company September 2011 - June 2012
KeyBanc Capital Markets August 2005 - August 2011
Morgan Stanley August 2004 - July 2005
Skills
E&P, Energy, Financial Modeling, Financial Analysis, Equity Research, Oil/Gas, Mergers & Acquisitions, Trading, Due Diligence, Valuation, Equities, Hedge Funds, Asset Management, Alternative Investments, Series 7, Fixed Income, Bloomberg, Capital Markets, Analysis, Investments, Investment Banking, Portfolio Management
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Finance, Business Information Systems
Thomas H. Lee Partners July 2015 - Present
Citi May 2013 - June 2015
Citi June 2012 - August 2012
NetApp April 2011 - August 2011
Jones Lang LaSalle June 2010 - August 2010
Morgan Stanley September 2008 - June 2009
Skills
Investment Banking, Microsoft Excel, Financial Modeling, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Finance, Korean, Financial Analysis, Strategic Leadership, Venture Capital, Economics, Alternative Assets, Valuation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Bergen County Academies 2005 — 2009
Academy for Business and Finance
Russell Investments September 2014 - Present
Goldman Sachs November 2012 - September 2014
Goldman Sachs July 2010 - November 2012
U.S. House of Representatives August 2009 - December 2009
Prima Capital Advisors June 2009 - August 2009
Citi January 2009 - May 2009
Hobart and William Smith Colleges August 2007 - May 2009
Morgan Stanley January 2008 - May 2008
JCC in Manhattan 2003 - 2008
Skills
Equities, Fixed Income, Derivatives, Analysis, Risk Management, Economics, Portfolio Management, Trading, Microsoft Office, Valuation
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor's degree, Economics
Canon USA 2007 - Present
Ascendant Solutions Inc. 2005 - 2007
Morgan Stanley 2004 - 2005
Zurich Capital Markets 2002 - 2004
Merrill Lynch 1999 - 2002
Smith Barney 1996 - 1999
Pricewaterhouse Coopers (formerly Kwasha Lipton) 1995 - 1996
Skills
Forecasting, Finance, Risk Management, Analysis, Management, Mergers & Acquisitions, Executive Management, Strategic Planning, Business Analysis, Budgets, Leadership, Cash Management, Accounting, Start-ups, Financial Analysis, Process Improvement, Treasury Management, Financial Services, Project Management, Financial Modeling, Financial Reporting, Business Process..., Business Process..., Project Planning, Sarbanes-Oxley Act, Corporate Finance, Financial Planning, Budgeting, Negotiation, Business Optimization, Strategy
Education
Lehigh University
BS
Hofstra University
MBA
Strand Theory December 2010 - Present
Franklin Templeton Group April 2006 - December 2010
Advent Software April 2001 - December 2005
Franklin Templeton Group 1999 - 2001
Morgan Stanley 1997 - 1999
Advent Software 1992 - 1997
Maximum Data Corporation 1987 - 1992
Mitchell Hutchins Asset Management 1982 - 1987
Skills
Portfolio Management, Business Development, Start-ups, Asset Management, Business Analysis, Fixed Income, Hedge Funds, Alternative Investments, PMO, C++, Financial Services, Trading Systems, Equities, Investments, Electronic Trading, Derivatives, Bloomberg, Investment Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Econmonics
Marsh & McLennan Companies June 2011 - Present
Morgan Stanley February 2007 - June 2011
Randstad HR Solutions June 2004 - February 2007
Manpower Professional January 2001 - June 2004
Skills
Talent Acquisition, Human Resources, Performance Management, Recruiting, Management, Succession Planning, Talent Management, Executive Search, Leadership, Sourcing
Education
New School University, Milano Graduate School
M.S., Human Resources Management
Hobart and William Smith Colleges 1995 — 1999
Morgan Stanley July 2009 - Present
Goldman Sachs December 1994 - May 2009
EJV Partners December 1992 - December 1993
LexisNexis 1989 - 1992
PaineWebber July 1988 - September 1989
Paine Webber 1987 - 1989
Education
Hofstra University 1982 — 1984
Cold Spring Harbor high school 1975 — 1980
GSB Group LLC August 2012 - Present
Bridgewater Associates January 2012 - June 2012
UBS Wealth Management Americas June 1996 - January 2012
Chase Manhattan Bank March 1995 - June 1996
CS First Boston March 1993 - March 1995
Morgan Stanley 1981 - March 1993
Consultant 1978 - 1981
Salomon Brothers 1977 - 1978
EDS Group 1974 - 1977
Skills
Fixed Income, Management, Hedge Funds, Order Management, Equities, Information Technology, Trading Systems, Investment Banking, Capital Markets, Executive Management, IT Strategy, Program Management, Prime Brokerage, Derivatives, Financial Services, Risk Management, Back Office, Money Market, Relationship Management, Software Project..., Vendor Management, Wealth Management
Education
Hofstra University 1971 — 1974
Bachelor's of Science, Computer Science
Fordham University and Hofstra University September 2009 - Present
Bessemer Investment Management March 2004 - Present
Deutsche Asset Management March 1999 - March 2004
Dreyfus June 1997 - March 1999
Goldman Sachs December 1995 - June 1997
Morgan Stanley September 1994 - December 1995
Skills
Quant, Hedge Funds, Asset Management, Portfolio Management, Investments
Education
Hofstra University 1994 — 1997
MBA, Banking and Finance
Stony Brook University 1988 — 1991
BA, Economics
Standard & Poor's McGraw-Hill Financial 2011 - Present
American Stock Transfer & Trust Co., LLC (a Pacific Equity Partners' portfolio company) 2010 - 2011
Thomson Reuters 2006 - 2009
Geller & Company, LLC 2005 - 2006
Wells Fargo 2003 - 2005
Morgan Stanley 2001 - 2002
Skills
Strategy, Business Strategy, Financial Analysis, Corporate Development, Due Diligence, Financial Modeling, Strategic Planning, Analysis, Management, Executive Management, Financial Services, Competitive Analysis, Finance, Financial Risk, Credit, Market Research, Business Development
Education
Hofstra University 1999 — 2003
BBA, Major: Finance, Minor: Business Computer Information Systems
Self June 2013 - Present
Merrill Lynch Technology 2010 - June 2013
Self Employed June 2008 - March 2010
Zero Chaos March 2005 - May 2008
Bank of America Securities 2005 - May 2008
Deutsche Bank February 1999 - March 2003
Morgan Stanley September 1989 - February 1999
TSR Solutions 1977 - 1984
Skills
Databases, SQL, Software Documentation, Equities, Fixed Income, Derivatives, Securities, Reference Data, Portfolio Management, Sybase, Financial Services, Vendor Management, Investment Banking, Business Analysis, Requirements Analysis, SDLC, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1973 — 1974
MS/MBA, Accounting/Finance
Hobart and William Smith Colleges
BA, Economics
Credit Suisse May 2013 - Present
Morgan Stanley July 2010 - April 2013
Deutsche Bank June 2006 - July 2010
RBC 2002 - 2006
Barclays Bank March 2000 - June 2002
Fleet Bank October 1991 - March 2000
European American Bank 1986 - 1990
Skills
Credit Analysis, Financial Risk, Credit, Credit Risk, Portfolio Management, Banking, Loans, Commercial Lending, Commercial Banking, Derivatives, Structured Finance, Risk Management, Financial Services
Education
Hofstra University 1983 — 1990
Bachelor of Business Administration (B.B.A.)
Commack High School 1980 — 1983
Affiliated Computer Services September 2006 - Present
Affiliated Computer Services August 2002 - September 2006
Morgan Stanley January 2000 - November 2001
Morgan Stanley April 1999 - January 2001
MetLife April 1994 - May 1999
MetLife October 1992 - April 1994
MetLife April 1990 - October 1992
Bankers Trust 1984 - 1990
Skills
Project Management, Business Analysis, Training, Mergers & Acquisitions, Management, Change Management, Employee Benefits, CRM, Analysis, Leadership, Outsourcing, Budgets, Team Management, Business Planning, Vendor Management
Education
Hofstra University 1980 — 1984
BBS, Finance
CRT Capital Group April 2015 - Present
CRT Capital Group October 2014 - April 2015
Guggenheim Securities, LLC 2011 - October 2014
Morgan Stanley 2010 - 2010
Two Sigma Investments 2007 - 2010
UBS 2000 - 2007
UBS Investment Bank/PaineWebber Incorporated 2000 - 2007
Schroders 1999 - 2000
Tucker Anthony 1991 - 1998
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Equity Research, Valuation, Trading Systems, Alternative Investments, Investments, Securities, Asset Management, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Emerging Markets, Electronic Trading, Private Equity, Investment Banking, Trading
Education
Hobart and William Smith Colleges 1985 — 1989
BA, English
iGlobal Forum December 2008 - May 2013
Aventure Gourmet Co. June 1999 - May 2008
ICM Conferences December 1997 - February 1999
Morgan Stanley January 1997 - December 1997
World Bank Group May 1996 - September 1996
International Labor Organisation January 1994 - July 1994
United Nations Development Program (UNDP) June 1993 - January 1994
United Nations Development Fund for Women (UNIFEM) January 1993 - June 1993
The Condé Nast Publications May 1990 - September 1990
The Condé Nast Publications May 1989 - September 1989
Skills
Project Management, French, MS Office 2010, Research, MBA Finance, Catering Sales, Contract Negotiation, Financial Planning, Office 2010, Adobe Creative Suite, Typing, Project Accounting, Analysis, Advertising, Competitive Analysis, Social Media, Marketing
Education
New York Real Estate Institute 2013 — 2013
Salesperson License
Pace University - Lubin School of Business 2011 — 2012
Certificate
Hofstra University 1995 — 1997
MBA
LIU Post 1988 — 1993
B.A
United Nations International School 1978 — 1988
International Baccalaureate
Morgan Stanley July 2004 - Present
Syosset High School September 2002 - June 2004
Goldman Sachs September 2000 - September 2001
Ernst & Young September 1998 - September 2000
Education
Hofstra University 2001 — 2003
Masters in Secondary Education, Math
Penn State University 1994 — 1998
Morgan Stanley May 1994 - July 2008
Morgan Stanley Trust Company 1994 - 1999
National Westminster Bank May 1988 - May 1994
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Securities, Derivatives
Education
Hofstra University 1990 — 1996
MBA, Management
Saint John's University 1986 — 1988
Bachelor of Science (B.S.), Computer Science
Hobart and William Smith Colleges
Barclays Investment Bank June 2015 - Present
Financial Industry Regulatory Authority January 2013 - Present
The Single Parent Resource Center September 2012 - Present
Mitsubishi UFJ Trust and Banking Corporation January 2013 - March 2015
CIT July 2010 - January 2013
BNY Mellon April 2008 - July 2010
Morgan Stanley 2006 - 2008
Merrill Lynch January 2005 - October 2006
Merrill Lynch 2002 - 2003
Dreyfus 1998 - 2000
Skills
FINRA, Banking, Finance, Mutual Funds, Variable Annuities, ETFs, Securities, Compliance, Regulatory Affairs, Due Diligence, Drafting Policies, Procedure Development, Process Improvement, Corporate Governance, Arbitration, Alternative Dispute..., Financial Services, Asset Managment, Investment Banking, Risk Management, Bloomberg, Asset Management
Education
Seton Hall University
MBA, Management
Seton Hall University
Graduate Certificate, Entrepreneurship/Entrepreneurial Studies
Hofstra University 2004 — 2007
B.S., Organizational and Leadership Studies
Convalt Energy August 2014 - Present
ACO Investment Group August 2010 - Present
Credit Suisse March 2004 - June 2010
Lehman Brothers January 2001 - March 2004
Morgan Stanley September 1998 - January 2001
Skills
Series 63, Asset Managment, Private Equity, Fixed Income, Asset Management, Alternative Investments, Equities, Special Situations, Investments, Portfolio Management, Bloomberg Terminal, Hedge Funds, Investment Management, Syndications
Education
Hofstra University 1991 — 1994
B.S
Oregon State University 1990 — 1991
Merrill Lynch November 2007 - Present
Morgan Stanley May 2000 - November 2007
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Hedge Funds
Education
Hobart and William Smith Colleges
Morgan Stanley 2010 - Present
Citigroup 2005 - 2008
MEAG NY (formerly Munich Re Capital Management) 2002 - 2005
Goldman, Sachs & Co. 1983 - 2002
Skills
Equities, Portfolio Management, Fixed Income
Education
Hofstra University
BBA, Management
Top Fortune Asia, Ltd 2009 - 2012
Helio June 2006 - 2008
Morgan Stanley February 1998 - November 2005
Morgan Stanley April 1990 - February 1998
New Line Cinema Corp. April 1986 - March 1990
Skills
Cross-functional Team..., Sales Operations, Leadership, Strategic Partnerships, Management, Vendor Management, Product Management, Process Improvement, Strategy
Education
Hofstra University
Accounting/Spanish
Morgan Stanley August 2005 - Present
Skills
Securities, Fixed Income, Trading, Bloomberg, Series 63, Series 7, Structured Products, Alternative Investments, Equities, Capital Markets, Hedge Funds, Bonds, Electronic Trading, Derivatives, Trading Systems
Education
Pace University 2003 — 2005
Masters, Finance, Information Systems
Hofstra University 1997 — 2001
Bachelor, Business Computer Information Systems
WAC Lighting October 2014 - Present
Medical Action Industries May 2005 - October 2014
Cradle Holdings/ Erno Laszlo March 2003 - April 2005
Natural Organics February 2000 - February 2002
Answerthink February 1999 - January 2000
Spearhead Systems Consultants February 1996 - January 1999
Morgan Stanley January 1994 - January 1996
Zytronic Corp January 1990 - December 1993
Skills
Strategic Planning, IT Transformation, Business Process, ERP, Process Improvement, Business Intelligence, SAP R/3, Team Leadership, Cross-functional Team..., Project Management, Agile & Waterfall..., Vendor Management, Change Management, Large Systems..., Mergers & Acquisitions, SDLC, Consulting, Offshore Outsourcing, Department Budgeting, Cost Management, Sarbanes-Oxley, Enterprise Architecture, Cloud Applications, SaaS, SAP Sales & Distribution, SAP Supply Chain, SAP MM, SAP Vistex Contracts..., Business Objects, CRM, SAP BW, Six Sigma, SAP Consultant, Sage ERP X3, Data Center, Network Security, Business Process..., SAP ERP
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
Hofstra University 1989 — 1993
BS, Computer Science & Mathematics
Bloomberg - Multimedia 2011 - November 2014
Morgan Stanley June 2009 - August 2009
Tremont Capital Management 2006 - 2008
General Electric - MSNBC 2006 - 2006
General Electric - Corporate 2005 - 2006
General Electric - NBCU 2002 - 2004
United States Senate June 1998 - August 1998
Skills
Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Media, Digital Media, Spanish, Bloomberg, SAP, Essbase, Income Statement, GAAP, PeopleSoft, Oracle, Certified Green Belt, Six Sigma Black Belt..., Financial Services, Internal Audit, Analytics, Strategic Financial..., Leadership, Management, Process Improvement
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Texas A&M University
BBA
Morgan Stanley 1980 - 2010
Skills
Wealth Management, Series 7, FINRA, Mutual Funds, Investment Advisory, Asset Management, Equities, Financial Advisory, Portfolio Management, Wealth, Investments, Retirement, Financial Planning, Bonds
Education
Hofstra University
BBA, Finance & Investments
Morgan Stanley July 2010 - Present
Conifer Securities March 2009 - July 2010
Morgan Stanley July 1999 - January 2009
Lehman Brothers May 1998 - July 1999
Computer Associates 1997 - 1998
ADP 1994 - 1997
Skills
Prime Brokerage, Sales, Relationship Management, Financial Services, Hedge Funds, Trading, Business Development, Securities Lending, Middle Office, Bonds, Leadership, Equities, Portfolio Management, Fixed Income, Management, Risk Management, Finance, Alternative Investments, Credit Derivatives, Private Equity
Education
Hofstra University 1989 — 1993
BA, Business Administration - Marketing
West Islip High School 1986 — 1989
Bank of America Merrill Lynch 2006 - Present
Brookstreet Securities Corporation 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
International..., Global Liquidity..., Foreign Exchange, International Trade, International Sales, Commercial Banking, Trade Finance, International Finance, Public Speaking, Bloomberg, Finance, Wealth Management, Liquidity Management
Education
Hobart and William Smith Colleges
BA, Economics & Political Science
University School of Milwaukee
Cowen Prime Services, LLC September 2015 - Present
Concept Capital Markets, LLC October 2010 - August 2015
Sanders Morris Harris 2000 - 2010
Whiteford Advisors 1997 - 2005
Blackford Securities 1995 - 2000
Morgan Stanley 1993 - 1995
The Seibald Report, Inc. 1991 - 1993
Salomon Brothers 1986 - 1991
Oppenheimer & Co. 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Equities, Electronic Trading, Series 7, Fund Of Funds, Prime Brokerage, Options, Securities, Trading, Asset Managment, Global Macro, Risk Analytics, Compliance, Fund Administration, Capital Markets, Investments, Investment Banking, Institutional..., Portfolio Management, Derivatives, Investment Management, Asset Allocation, Financial Markets, Asset Management, Trading Strategies, Back Office, Capital, Family Office
Education
Hofstra University 1981 — 1983
Master of Business Administration (MBA), Finance and Investing
The George Washington University 1977 — 1981
Bachelor of Arts (BA), Economics; Spanish Language and Literature
Bank of America March 2003 - April 2009
Morgan Stanley 2001 - 2003
Education
Hobart and William Smith Colleges 1996 — 2000
B.A., Geoscience
Tabor Academy
Broadridge May 2015 - Present
Deutsche Bank May 2012 - May 2015
BNP Paribas November 2009 - April 2012
Morgan Stanley June 1997 - February 2009
Skills
Alternative Investments, Equities, AML, Asset Management, Business Development, Capital Markets, Collateral Management, Corporate Actions, Derivatives, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Integration, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Recruiting, Risk Management, Securities, Tax, Training, Anti Money Laundering
Education
Hofstra University 1982 — 1986
BBA, Business
Hotaling Investment Management, LLC November 2012 - Present
Hotaling Investment Management of Raymond James & Associates, Inc. January 2009 - November 2012
Morgan Stanley 2003 - 2009
Legg Mason September 1993 - September 2003
Skills
Investments, Strategic Financial..., Equities, Series 7, Investment Management, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Financial Planning, Securities, Series 63
Education
American University - School of International Service 1984 — 1986
MA, International Affairs
Hobart and William Smith Colleges 1978 — 1982
BA, English and German
Hyman Beck & Company, Inc. March 1991 - Present
Hyman Beck & Company, Inc 1991 - 2008
Morgan Stanley 1986 - 1991
Skills
Commodity, Derivatives, Fixed Income, Wealth Management, Equities, Portfolio Management, Hedge Funds, Options, Electronic Trading, Asset Management, Mutual Funds, Valuation, Capital Markets, Emerging Markets, Bloomberg, Trading, FX Options, Alternative Investments, Trading Systems, Financial Markets, Asset Allocation, Hedging, Securities, Investor Relations, Risk Management, Investment Management, Due Diligence, Financial Modeling, Investment Advisory, Investments, Equity Trading, Investment Strategies
Education
Hofstra University 1979 — 1980
bba, International Business
Broadreach Staffing Solutions October 2013 - Present
Alfstad Capital LLC August 2011 - October 2013
Susquehanna International Group February 2010 - January 2011
FTN Financial 2004 - 2009
Goldman Sachs January 2002 - December 2004
Spear, Leeds and Kellogg May 1999 - January 2002
Morgan Stanley 1996 - 1999
Chase Securities (UK) Ltd 1993 - 1996
Skills
Investments, Securities, Series 63, Series 7, Hedge Funds, Fixed Income, Bonds, Bloomberg, Electronic Trading
Education
Hobart and William Smith Colleges 1988 — 1992
B.A., History
W. P. Carey Inc. Regional First Vice PresidentCarey Financial, LLCFebruary 2010 - Present
Transamerica Capital August 2009 - February 2010
Rydex Investments October 2007 - June 2009
Sun Life Financial March 2006 - October 2007
Allstate Financial December 2000 - March 2006
Morgan Stanley May 2000 - December 2000
Morgan Stanley February 1999 - May 2000
Skills
Mutual Funds, CRM, Fixed Annuities, Insurance, Wholesale, Investments, Series 24, Financial Services, Alternative Investments, Sales, Equities, Asset Management, ETFs, Investment Management, Securities, Series 7, Strategic Financial..., Portfolio Management, Series 63
Education
Hofstra University 1997 — 1998
BBA, Marketing
Siena College 1994 — 1997
Marketing and Management
Morgan Stanley Business ManagerSimon & SchusterOctober 1998 - September 2001
Giorgio Armani 1990 - 1994
Education
Hofstra University 1987 — 1990
BA, Finance
Bank of America July 2013 - Present
Bank of America October 2011 - July 2013
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase March 2006 - March 2009
Morgan Stanley February 2005 - March 2006
Skills
Commercial Banking, Retirement Planning, Banking, Cross Selling, Cash Management, Financial Services, Branch Banking
Education
University of Michigan-Flint 2008 — 2010
MBA, Masters in Business
Hillsdale College 2000 — 2004
Bachelor of Arts, Econimics
Wells Fargo August 2011 - Present
Morgan Stanley 2008 - 2009
Citi 2006 - 2008
JPMorgan Chase 2003 - 2006
Astoria Federal Savings 2001 - 2003
Skills
Risk Management, Customer Service, Derivatives, Leadership, Banking, Equities, Financial Analysis, Finance, Financial Services, Fixed Income, Investments, Management, Project Management, Securities, Training
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2002
MBA, Management
Hofstra University 1992 — 1996
BBA, Business Computer Information Systems
Legg Mason December 2014 - Present
Morgan Stanley June 2011 - December 2014
InfoValue Computing, Inc. 2008 - 2009
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance
Thomson Reuters September 2010 - Present
Covidien 2008 - 2010
Pfizer 2005 - 2008
Marsh 2003 - 2005
Morgan Stanley 2000 - 2003
American Express 1996 - 2000
Pepsi Beverages Company 1995 - 1996
Skills
Talent Management, Employee Engagement, Performance Management, Employee Relations, Workforce Planning, Deferred Compensation, Change Management, Business Transformation, Workday, Leadership Development, Executive Coaching, Talent Acquisition, Thought Leadership, Strategic Leadership, Organizational Design, Organizational Culture, HR Consulting
Education
Hofstra University 1994 — 1996
Master's, Industrial / Organizational Psychology
University at Albany, SUNY
Bachelor's, Psychology
RBC Wealth Management June 2014 - Present
JP Morgan November 2007 - June 2014
Morgan Stanley April 2000 - November 2007
Prudential Securities October 1987 - April 2000
US Small Business Administration January 1986 - October 1987
The Vice President of the United States 1985 - 1986
US Small Business Administration May 1984 - December 1985
U.S. House of Representatives August 1979 - May 1984
U.S. House of Representatives April 1975 - August 1979
Education
Hobart and William Smith Colleges 1969 — 1973
BS
Morgan Stanley March 2008 - October 2013
Education
Hofstra University
Bachelor of Arts (B.A.), Sociology
Morgan Stanley August 2015 - Present
Citi January 2013 - September 2015
Morgan Stanley July 2010 - January 2013
Skills
Due Diligence, Financial Analysis, Financial Modeling, Management, Risk Management, Finance, Microsoft Excel, Public Speaking
Education
Hofstra University 2005 — 2009
Bachelors, Political Science
Chaminade High School 2001 — 2005
High School
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - May 2014
Morgan Stanley June 2012 - June 2013
Morgan Stanley April 2011 - August 2012
Education
Hofstra University 2006 — 2010
Bachelor of Science, Business Administration
Morgan Stanley July 2014 - Present
Morgan Stanley February 1995 - Present
Stratton Oakmont November 1994 - February 1995
Farmers Bazaar June 1987 - February 1995
Skills
Banking, Credit, Loans, Portfolio Management, Credit Risk, Credit Analysis, Business Analysis, Mortgage Lending, Financial Risk, Securities, Fixed Income, Financial Services, Investment Banking, Finance, Settlement
Education
Hofstra University 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Psychology
Nassau Community College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Deutsche Bank Manager, FP&ACA Technologies2007 - 2011
Deutsche Bank 2005 - 2007
Morgan Stanley 2001 - 2005
Prudential Financial 1999 - 2001
Skills
Business Process, Corporate Finance, Financial Modeling, Financial Analysis, Business Analysis, Financial Reporting, Forecasting, Business Planning, Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Investment Banking, SAP, Risk Management, Valuation, Capital Markets, Finance, Equities, Due Diligence, Portfolio Management, Derivatives
Education
Hofstra University
BBA, Banking and Finance
fpl Construction Corp March 2012 - March 2014
Morgan Stanley February 1998 - July 2008
Skills
Risk Management
Education
Pace University
Master of Business Administration (M.B.A.), Investment Management
Hofstra University
Bachelor of Business Administration (BBA), International Business
Lincoln School July 2012 - Present
Lincoln School July 2006 - June 2012
The Providence Group Investment Advisory Company 2003 - 2004
The Nasdaq Stock Market 2000 - 2002
Potomac Investment Services 1998 - 2000
Morgan Stanley 1994 - 1998
Skills
Nonprofits, Marketing, Fundraising, Educational Leadership, Public Speaking, Educational Technology, Program Development, Community Outreach, financial sales, Investor Relations, Relationship Management, Business Development, Staff Development, Volunteer Management, Research, Public Relations, Event Planning, Editing
Education
Hobart and William Smith Colleges
BA
Morgan Stanley June 2015 - Present
Berdon LLP December 2013 - May 2015
Prager Metis CPAs, LLC January 2013 - December 2013
Consultant / Self-Employed August 2009 - December 2012
Marcum LLP January 2006 - May 2009
Oppenheimer & Co. August 2004 - October 2005
Skills
CPA, Accounting, Financial Accounting, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Reporting, Financial Statements, SEC filings, Corporate Tax, Tax, Business Valuation, Investment Advisory, Financial Analysis, Financial Services, US GAAP, Forecasting, Budgets, Finance, Managerial Finance, Consolidation, Payroll, Assurance, Analysis, General Ledger, QuickBooks, Microsoft Excel, Due Diligence, Income Tax
Education
Hofstra University 2001 — 2004
BBA, Accounting
Morgan Stanley October 2013 - Present
MetLife (Law Department - Product Tax/ERISA Unit) June 2008 - September 2013
Deloitte Tax, LLP November 2006 - June 2008
KeySpan Energy Corporation (Tax Department) December 2005 - November 2006
Liberty Mutual (Field Counsel Office - Martyn, Toher, Esposito, Martyn, & Adler) June 2004 - December 2005
Skills
Legal Research, Tax, Corporate Law, Investments, Legal Advice, Retirement Planning
Education
Villanova University School of Law 2006 — 2009
Master of Laws (LL.M.), Taxation
Hofstra University School of Law 2003 — 2006
Doctor of Law (J.D.), Concentration in Taxation
Hofstra University 2000 — 2002
Bachelor of Arts (B.A.), Philosophy
LAN Airlines June 2015 - Present
Morgan Stanley September 2014 - April 2015
Hodges University August 2013 - December 2013
Glowbalize Real Estate Management March 2013 - August 2013
Skills
Finanzas, Análisis financiero, Investigación de..., Planificación financiera, Trabajo en equipo, Liderazgo de equipos, Microsoft Office, Outlook, Windows, Social Media, Macintosh, Planificación..., Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Windows, Liderazgo
Education
Hodges University 2011 — 2014
Grado en Administración y Dirección de Empresas, Business Administration and Management, General
Hodges University 2011 — 2014
Associate's degree, Accounting
FCI Advisors May 2010 - Present
Premier Utility Services March 2009 - May 2010
Morgan Stanley August 2007 - May 2008
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
SUNY Farmingdale 2002 — 2004
Associate of Arts (A.A.), Liberal Arts
Morgan Stanley October 1994 - April 2013
Skills
Fixed Income, Foreign Exchange, FINRA, Middle Office, Trading Systems, Security Operations, Risk Management, Prime Brokerage, Bonds, Interest Rate..., Back Office, Settlement, Credit Derivatives, Investment Banking, Project Management, Electronic Trading, Compliance
Education
Hofstra University
Banking and Finance
AERBAX CAPITAL MANAGEMENT LLC 2014 - Present
MORGAN STANLEY 2013 - 2014
MORGAN STANLEY 2011 - 2013
MORGAN STANLEY 2010 - 2011
CITI GLOBAL MARKETS 2007 - 2007
Skills
Investment Management, Quantitative Finance, Capital Markets, Equity Valuation, Equity Trading, Equity Derivatives, Alternative Investments, Hedge Funds, Mining, Metals, Metals Trading, Precious Metals, Rhodium, Oil/Gas, Oil & Gas Exploration, Contract Drilling, Midstream, Pipelines, Master Limited..., LNG Shipping, Energy Services, Financial Modeling, Risk Management, Portfolio Management, Financial Analysis, Block Trading, Alpha Generation, Investment Advisory, Asset Management, Exotic Derivatives
Education
Hofstra University
ZARB SCHOOL OF BUSINESS B.B.A, FINANCE & MANAGEMENT
Morgan Stanley May 2000 - August 2015
Brown Brothers Harriman 1998 - April 2000
Paine Webber 1996 - 1998
ILX Systems Inc 1994 - 1996
NYNEX Mobile Communication 1993 - 1994
Skills
Vendor Relationship..., Management, Financial Services, Business Analysis, Finance, Project Management, Contract Negotiation, Strategic Sourcing, Financial Analysis, Information Technology, Contract Management, Expense Management, Business Process..., Market Data
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Business Computer Informaton Systems
University of Rochester 1986 — 1990
Bachelor's degree, Economics