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
Adam Weinstock Adam Weinstock's Morgan Stanley Experience May 2014 - July 2014
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Morgan Stanley May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
The Dynasty Clothing Company January 2011 - May 2013
Barry Slatt Mortgage June 2010 - September 2010
Skills
Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, Microsoft Word, Microsoft Excel, Social Media, Business Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Management with a Minor in Psychology
Beverly Hills High School 2008 — 2011
Northwestern Mutual June 2015 - Present
Morgan Stanley May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
The Dynasty Clothing Company January 2011 - May 2013
Barry Slatt Mortgage June 2010 - September 2010
Skills
Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, Microsoft Word, Microsoft Excel, Social Media, Business Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Management with a Minor in Psychology
Beverly Hills High School 2008 — 2011
Marion Zerfoss's Morgan Stanley Experience June 2014 - August 2014
Job Active foster parents and volunteer at Bloomington Animal Care and Control
Industry Management Consulting
Experience
The National Society of Leadership and Success September 2014 - Present
Morgan Stanley June 2014 - August 2014
Downers Grove North High School June 2013 - August 2013
Brown's Chicken & Pasta April 2013 - July 2013
Skills
Leadership, Time Management, Spanish, Microsoft Word
Education
Indiana University Bloomington 2013 — 2017
Management, Spanish
Downers Grove North High School 2009 — 2013
The National Society of Leadership and Success September 2014 - Present
Morgan Stanley June 2014 - August 2014
Downers Grove North High School June 2013 - August 2013
Brown's Chicken & Pasta April 2013 - July 2013
Skills
Leadership, Time Management, Spanish, Microsoft Word
Education
Indiana University Bloomington 2013 — 2017
Management, Spanish
Downers Grove North High School 2009 — 2013
Nate Sensor's Morgan Stanley Experience March 2005 - March 2006
Job Regional Sales Director, Midwest at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
Danny Yevcak's Morgan Stanley Experience July 2013 - December 2014
Job Territory Manager at Insightra Medical
Industry Hospital & Health Care
Experience
Insightra Medical Inc November 2014 - Present
Morgan Stanley July 2013 - December 2014
Baxter International Inc. September 2012 - April 2013
Account Manager September 2010 - September 2012
Stryker May 2006 - September 2010
Skills
Sales, Leadership, Customer Service, Medical Devices, Product Launch
Education
Indiana University Purdue University 2001 — 2006
B.S, Biology
Indiana University-Purdue University at Indianapolis 2000 — 2006
Bachelor's degree, Biology, General
Insightra Medical Inc November 2014 - Present
Morgan Stanley July 2013 - December 2014
Baxter International Inc. September 2012 - April 2013
Account Manager September 2010 - September 2012
Stryker May 2006 - September 2010
Skills
Sales, Leadership, Customer Service, Medical Devices, Product Launch
Education
Indiana University Purdue University 2001 — 2006
B.S, Biology
Indiana University-Purdue University at Indianapolis 2000 — 2006
Bachelor's degree, Biology, General
Cliff Bryan's Morgan Stanley Experience 2005 - 2009
Job Senior Vice President Investment Officer at Wells Fargo Advisors / clifford.bryan@wellsfargoadvisors.com
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Morgan Stanley 2005 - 2009
A. G. Edwards 1994 - 2005
Education
Valparaiso University 1982 — 1984
College of Law
Valparaiso University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Bloomington 1985 — 1987
Master of Science in Business Administration (M. S.B.A.)
Wells Fargo Advisors 2009 - Present
Morgan Stanley 2005 - 2009
A. G. Edwards 1994 - 2005
Education
Valparaiso University 1982 — 1984
College of Law
Valparaiso University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Bloomington 1985 — 1987
Master of Science in Business Administration (M. S.B.A.)
Marilyn Khadr's Morgan Stanley Experience 1986 - 1989
Job Web Content Manager at Online Legal Media
Industry Computer Software
Experience
Online Legal Marketing February 2014 - Present
St. Romain Academy 2005 - 2007
Dwellworks 2003 - 2005
Prodigy 1989 - 1994
Morgan Stanley 1986 - 1989
Skills
Web Development, HTML5, CSS, WordPress, Google Analytics, PowerPoint, Microsoft Word, Microsoft Office, Windows, English, Microsoft Excel, Customer Service, PHP, MySQL, PhpMyAdmin
Education
Indiana University Bloomington 1980 — 1985
Bachelor's degree, Computer Science
Online Legal Marketing February 2014 - Present
St. Romain Academy 2005 - 2007
Dwellworks 2003 - 2005
Prodigy 1989 - 1994
Morgan Stanley 1986 - 1989
Skills
Web Development, HTML5, CSS, WordPress, Google Analytics, PowerPoint, Microsoft Word, Microsoft Office, Windows, English, Microsoft Excel, Customer Service, PHP, MySQL, PhpMyAdmin
Education
Indiana University Bloomington 1980 — 1985
Bachelor's degree, Computer Science
Adeel Quraysh's Morgan Stanley Experience February 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2014 - Present
Johns Hopkins Innovation Factory January 2013 - 2013
The Lubrizol Corporation 2012 - 2012
Oil Trading January 2009 - July 2011
Qwest 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Downstream Oil & Gas, Business Strategy, DCF Valuation, Venture Capital, Essential Oils, Marketing Strategy, Trading, Contract Negotiation, International Trade, SAS programming, Trading Systems, Bloomberg Terminal, Additives, Logistics, Econometrics, Strat, Financial Accounting, Mathematical Programming, International Business, Consulting, IP, International..., Oracle Applications, Management Consulting, Entrepreneurship
Education
The Johns Hopkins University 2011 — 2013
Master of Science (MS), Finance
Indiana University Bloomington 2003 — 2007
Bachelor of Applied Science (BASc), Applied Economics, Business Economics & Public Policy, Entrepreneurship
Morgan Stanley February 2014 - Present
Johns Hopkins Innovation Factory January 2013 - 2013
The Lubrizol Corporation 2012 - 2012
Oil Trading January 2009 - July 2011
Qwest 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Downstream Oil & Gas, Business Strategy, DCF Valuation, Venture Capital, Essential Oils, Marketing Strategy, Trading, Contract Negotiation, International Trade, SAS programming, Trading Systems, Bloomberg Terminal, Additives, Logistics, Econometrics, Strat, Financial Accounting, Mathematical Programming, International Business, Consulting, IP, International..., Oracle Applications, Management Consulting, Entrepreneurship
Education
The Johns Hopkins University 2011 — 2013
Master of Science (MS), Finance
Indiana University Bloomington 2003 — 2007
Bachelor of Applied Science (BASc), Applied Economics, Business Economics & Public Policy, Entrepreneurship
Priscilla Turner's Morgan Stanley Experience 1997 - 2001
Job Senior vice president at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2012 - Present
City Securities Corporation 2001 - 2012
Morgan Stanley 1997 - 2001
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Culver Military
Hilliard Lyons 2012 - Present
City Securities Corporation 2001 - 2012
Morgan Stanley 1997 - 2001
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Culver Military
David Theil's Morgan Stanley Experience June 2010 - August 2011
Job Senior Financial Consultant and Interim CFO . . . . . . . . .Status: Available
Industry Venture Capital & Private Equity
Experience
25+ years Industry Experience w/ Big 4 Background
Tatum, a Randstad Company June 2013 - Present
Theil Consulting January 2010 - Present
Wells Fargo Advisors December 2011 - December 2012
Morgan Stanley June 2010 - August 2011
Supernus Pharmaceuticals, Inc. May 2005 - May 2009
Psychiatric Genomics, Inc. March 2001 - May 2005
IGEN International April 1989 - May 1999
Deloitte & Touche January 1983 - April 1989
Skills
Finance, Auditing, Corporate Finance, Due Diligence, IPO, Human Resources, Risk Management, Insurance, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Financial Modeling, Portfolio Management, Employee Benefits, Private Placements, Private Capital, Deferred Compensation, Treasury, International Operations, Follow-on Offerings, Capital Markets Advisory, M&A experience, Regulation D, S-1, Reg D, Code of Conduct Officer, M&A work, IT Integration, Internal Controls, Management Code of..., Start-ups, Private Equity, Executive Management, Strategy, Venture Capital, Strategic Planning, Financial Planning, Leadership
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
25+ years Industry Experience w/ Big 4 Background
Tatum, a Randstad Company June 2013 - Present
Theil Consulting January 2010 - Present
Wells Fargo Advisors December 2011 - December 2012
Morgan Stanley June 2010 - August 2011
Supernus Pharmaceuticals, Inc. May 2005 - May 2009
Psychiatric Genomics, Inc. March 2001 - May 2005
IGEN International April 1989 - May 1999
Deloitte & Touche January 1983 - April 1989
Skills
Finance, Auditing, Corporate Finance, Due Diligence, IPO, Human Resources, Risk Management, Insurance, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Financial Modeling, Portfolio Management, Employee Benefits, Private Placements, Private Capital, Deferred Compensation, Treasury, International Operations, Follow-on Offerings, Capital Markets Advisory, M&A experience, Regulation D, S-1, Reg D, Code of Conduct Officer, M&A work, IT Integration, Internal Controls, Management Code of..., Start-ups, Private Equity, Executive Management, Strategy, Venture Capital, Strategic Planning, Financial Planning, Leadership
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
Larisa Sanders's Morgan Stanley Experience 2011 - Present
Job Business Management & Client Relations Professional
Industry Investment Management
Experience
Morgan Stanley 2011 - Present
Women Energy Network 2013 - 2015
Invesco US 2005 - 2011
Touchstone Investments 2002 - 2005
Lincoln Financial Group 1996 - 2002
Skills
Portfolio Management, Financial Analysis, Fixed Income, Relationship Management, Business Development, Risk Management, Business Intelligence, Financial Services, Due Diligence, Investment Strategies, Series 63, Asset Management, Equities, Asset Allocation, Project Management, Business Strategy, Consultative Sales, Integrated Brand..., Strategic Planning, Profit Optimization, Mergers & Acquisitions, Market Research, New Market Expansion, Strategic Communications, Team Leadership, Cross Selling, Advanced Excel and..., Bloomberg Terminal, Thompson One, SunGard APT Pro Risk..., SNL, Salesforce.com, FactSet
Education
Indiana University—Purdue University Fort Wayne 2000 — 2002
Accounting and Finance Courses
Purdue University 1998 — 2000
Master of Science (MS), Applied Mathematics, Statistics
State University, Vietebsk, Belarus
Bachelor of Science, Mathematics
Morgan Stanley 2011 - Present
Women Energy Network 2013 - 2015
Invesco US 2005 - 2011
Touchstone Investments 2002 - 2005
Lincoln Financial Group 1996 - 2002
Skills
Portfolio Management, Financial Analysis, Fixed Income, Relationship Management, Business Development, Risk Management, Business Intelligence, Financial Services, Due Diligence, Investment Strategies, Series 63, Asset Management, Equities, Asset Allocation, Project Management, Business Strategy, Consultative Sales, Integrated Brand..., Strategic Planning, Profit Optimization, Mergers & Acquisitions, Market Research, New Market Expansion, Strategic Communications, Team Leadership, Cross Selling, Advanced Excel and..., Bloomberg Terminal, Thompson One, SunGard APT Pro Risk..., SNL, Salesforce.com, FactSet
Education
Indiana University—Purdue University Fort Wayne 2000 — 2002
Accounting and Finance Courses
Purdue University 1998 — 2000
Master of Science (MS), Applied Mathematics, Statistics
State University, Vietebsk, Belarus
Bachelor of Science, Mathematics
Soumen Deb Soumen Deb's Morgan Stanley Experience July 2007 - December 2008
Job QA Manager at BofA ML
Industry Computer Software
Experience
Bank of America Merrill Lynch August 2013 - February 2015
Travelers April 2013 - August 2013
Nomura April 2011 - February 2013
Merrill Lynch January 2010 - March 2011
Bridgewater Associates March 2009 - June 2010
Morgan Stanley July 2007 - December 2008
Skills
Agile Methodologies, Test Automation, Software Quality..., Test Planning, Testing, Quality Center, SQL, SDLC, Quality Assurance, Software Project..., Java, XML, Requirements Analysis, Manual Testing, Microsoft SQL Server, Regression Testing, User Acceptance Testing
Education
Jadavpur University
Bachelor's degree, Mechanical Engineering
Indira Gandhi National Open University
Master of Computer Applications (MCA)
Julian Day School
Bank of America Merrill Lynch August 2013 - February 2015
Travelers April 2013 - August 2013
Nomura April 2011 - February 2013
Merrill Lynch January 2010 - March 2011
Bridgewater Associates March 2009 - June 2010
Morgan Stanley July 2007 - December 2008
Skills
Agile Methodologies, Test Automation, Software Quality..., Test Planning, Testing, Quality Center, SQL, SDLC, Quality Assurance, Software Project..., Java, XML, Requirements Analysis, Manual Testing, Microsoft SQL Server, Regression Testing, User Acceptance Testing
Education
Jadavpur University
Bachelor's degree, Mechanical Engineering
Indira Gandhi National Open University
Master of Computer Applications (MCA)
Julian Day School
Brian Rubin's Morgan Stanley Experience June 2002 - February 2006
Job UBS Wealth Management Advisor, Vice President, CIMA
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Merrill Lynch February 2006 - October 2014
Morgan Stanley June 2002 - February 2006
Skills
Series 7, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Separately Managed..., Cash Management, Wealth Management..., High Net Worth..., Options, Loans, Mortgage Lending
Education
Indiana University Bloomington 1998 — 2002
Bachelor's degree, Finance
UBS Wealth Management October 2014 - Present
Merrill Lynch February 2006 - October 2014
Morgan Stanley June 2002 - February 2006
Skills
Series 7, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Separately Managed..., Cash Management, Wealth Management..., High Net Worth..., Options, Loans, Mortgage Lending
Education
Indiana University Bloomington 1998 — 2002
Bachelor's degree, Finance
Andy Chang's Morgan Stanley Experience 2005 - 2007
Job Senior Product Marketing Manager, Hipchat
Industry Internet
Experience
Atlassian January 2015 - Present
Yahoo 2013 - 2015
eBay Inc 2011 - 2013
eBay Inc 2009 - 2011
ShredUnion.com 2008 - 2011
Morgan Stanley 2005 - 2007
Skills
Product Marketing, Mobile Marketing, E-commerce, SEM, PPC, Email Marketing, Affiliate Marketing, Online Marketing, Marketing Research, Integrated Marketing, Customer Acquisition, Market Research, Online Advertising, Mobile Applications
Education
Indiana University Bloomington
B.S., Informatics (Management Information Systems)
Atlassian January 2015 - Present
Yahoo 2013 - 2015
eBay Inc 2011 - 2013
eBay Inc 2009 - 2011
ShredUnion.com 2008 - 2011
Morgan Stanley 2005 - 2007
Skills
Product Marketing, Mobile Marketing, E-commerce, SEM, PPC, Email Marketing, Affiliate Marketing, Online Marketing, Marketing Research, Integrated Marketing, Customer Acquisition, Market Research, Online Advertising, Mobile Applications
Education
Indiana University Bloomington
B.S., Informatics (Management Information Systems)
Maxwell T. Huck's Morgan Stanley Experience May 2013 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley February 2012 - April 2013
Best Buy August 2009 - November 2011
National Services Group January 2010 - October 2010
Skills
Sales, Customer Service, Social Media Marketing, Portfolio Management, Networking, Project Management, Direct Marketing, Direct Sales, Social Networking, Bloomberg, NextGen, Sage CRM, Cold Calling, New Business Development, Series 7, Series 63, Wealth Management, Retirement Planning, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2013
Bachelor, Business Management; Finance
Homestead High School 2004 — 2008
Morgan Stanley May 2013 - Present
Morgan Stanley February 2012 - April 2013
Best Buy August 2009 - November 2011
National Services Group January 2010 - October 2010
Skills
Sales, Customer Service, Social Media Marketing, Portfolio Management, Networking, Project Management, Direct Marketing, Direct Sales, Social Networking, Bloomberg, NextGen, Sage CRM, Cold Calling, New Business Development, Series 7, Series 63, Wealth Management, Retirement Planning, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2013
Bachelor, Business Management; Finance
Homestead High School 2004 — 2008
Harold Gartner Harold Gartner's Morgan Stanley Experience June 2006 - November 2007
Job Executive Managing Director Newtek Business Services Corp (NASDAQ:NEWT)
Industry Financial Services
Experience
Newtek Business Services Corp. (NASDAQ:NEWT) April 2015 - Present
Newtek Business Credit - A Division of Newtek Business Services Corp. April 2014 - Present
US Healthcare Financial Group, LLC January 2010 - March 2014
American Medical 2009 - 2010
Morgan Stanley June 2006 - November 2007
Promontory Financial Group, LLC 2003 - 2005
ING 2001 - 2003
Daiwa Securities Capital Markets 1997 - 2001
Gartner Asset Management, LLC - Member, NASD 1995 - 1997
Nomura Securities 1993 - 1995
Skills
Finance, Mergers & Acquisitions, Portfolio Management, Executive Management, Leadership, Management, Business Development, Healthcare, Revenue Cycle, Financial Services, Strategy, Strategic Planning, Investments, Revenue Cycle Management, Private Equity, Due Diligence, Process Improvement, Hospitals, Accounts Receivable, Financial Analysis, Risk Management, Medicare, Insurance, Healthcare Consulting, Structured Finance, Asset Management, Start-ups, Banking, Healthcare Industry, Budgets, Business Strategy, Valuation, Medicaid, Practice Management, Funding, Mergers, Corporate Finance, Capital Markets, Financial Modeling, Equities, Management Consulting, Quantitative Analytics, Venture Capital, Revenue Cycle Mgmt, Managerial Finance, Hedge Funds, Credit, Team Building, Sales, Loans
Education
Purdue University - Krannert School of Management 1981 — 1983
Krannert Graduate School of Management - Doctoral Studies, Economics and Quantitative Math
Stony Brook University 1977 — 1981
BA, Economics
Indiana University Bloomington 1981 — 1983
Adjunct Professor while advancing doctoral studies, Economics and Quantitative Math
Newtek Business Services Corp. (NASDAQ:NEWT) April 2015 - Present
Newtek Business Credit - A Division of Newtek Business Services Corp. April 2014 - Present
US Healthcare Financial Group, LLC January 2010 - March 2014
American Medical 2009 - 2010
Morgan Stanley June 2006 - November 2007
Promontory Financial Group, LLC 2003 - 2005
ING 2001 - 2003
Daiwa Securities Capital Markets 1997 - 2001
Gartner Asset Management, LLC - Member, NASD 1995 - 1997
Nomura Securities 1993 - 1995
Skills
Finance, Mergers & Acquisitions, Portfolio Management, Executive Management, Leadership, Management, Business Development, Healthcare, Revenue Cycle, Financial Services, Strategy, Strategic Planning, Investments, Revenue Cycle Management, Private Equity, Due Diligence, Process Improvement, Hospitals, Accounts Receivable, Financial Analysis, Risk Management, Medicare, Insurance, Healthcare Consulting, Structured Finance, Asset Management, Start-ups, Banking, Healthcare Industry, Budgets, Business Strategy, Valuation, Medicaid, Practice Management, Funding, Mergers, Corporate Finance, Capital Markets, Financial Modeling, Equities, Management Consulting, Quantitative Analytics, Venture Capital, Revenue Cycle Mgmt, Managerial Finance, Hedge Funds, Credit, Team Building, Sales, Loans
Education
Purdue University - Krannert School of Management 1981 — 1983
Krannert Graduate School of Management - Doctoral Studies, Economics and Quantitative Math
Stony Brook University 1977 — 1981
BA, Economics
Indiana University Bloomington 1981 — 1983
Adjunct Professor while advancing doctoral studies, Economics and Quantitative Math
Edward (Ted) Hayes's Morgan Stanley Experience 1999 - September 2012
Job Managing Director at Golden Seeds
Industry Financial Services
Experience
IEX Group, Inc. September 2014 - Present
Golden Seeds December 2012 - Present
Morgan Stanley 1999 - September 2012
Skills
Angel Investing, Enterprise Architecture, Active Directory, Windows Server, Microsoft Exchange, Lync, SharePoint, Microsoft SQL Server, Data Center, Data Storage..., Juniper Switches, Firewalls, Cisco Call Manager, Cisco VoIP, Video Conferencing, Construction Drawings, Lighting Control, Packaging Engineering, Unified Communications, Start-ups
Education
Indiana University Bloomington 1988 — 1992
School of Music, Vocal Performance
IEX Group, Inc. September 2014 - Present
Golden Seeds December 2012 - Present
Morgan Stanley 1999 - September 2012
Skills
Angel Investing, Enterprise Architecture, Active Directory, Windows Server, Microsoft Exchange, Lync, SharePoint, Microsoft SQL Server, Data Center, Data Storage..., Juniper Switches, Firewalls, Cisco Call Manager, Cisco VoIP, Video Conferencing, Construction Drawings, Lighting Control, Packaging Engineering, Unified Communications, Start-ups
Education
Indiana University Bloomington 1988 — 1992
School of Music, Vocal Performance
Robert Graham, CRPS®'s Morgan Stanley Experience January 2013 - April 2015
Job Private Wealth Advisor and Retirement Plans Director at The Bahnsen Group
Industry Financial Services
Experience
HighTower April 2015 - Present
Morgan Stanley January 2013 - April 2015
UBS Financial Services Inc. April 2011 - December 2012
Skills
Finance, Retirement, Microsoft Excel, Investments, Financial Analysis, Customer Service, PowerPoint, Portfolio Management, Mutual Funds, Series 7, RFP, Fiduciary Services, Analysis, Asset Allocation, Hedge Funds, Equities, Retirement Planning, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance, General
HighTower April 2015 - Present
Morgan Stanley January 2013 - April 2015
UBS Financial Services Inc. April 2011 - December 2012
Skills
Finance, Retirement, Microsoft Excel, Investments, Financial Analysis, Customer Service, PowerPoint, Portfolio Management, Mutual Funds, Series 7, RFP, Fiduciary Services, Analysis, Asset Allocation, Hedge Funds, Equities, Retirement Planning, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance, General
Adnan Riaz's Morgan Stanley Experience April 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
Banc of America Securities July 2006 - April 2011
Skills
Finance, Credit, Trading, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, ALM, High Yield, Financial Structuring, CDS, LBO, Loans, Capital Structure, Private Equity, Bonds, Credit Derivatives, Emerging Markets, Credit Analysis, Structured Products
Education
Indiana University Bloomington
Bachelor's degree, Accounting and Finance
Morgan Stanley April 2011 - Present
Banc of America Securities July 2006 - April 2011
Skills
Finance, Credit, Trading, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, ALM, High Yield, Financial Structuring, CDS, LBO, Loans, Capital Structure, Private Equity, Bonds, Credit Derivatives, Emerging Markets, Credit Analysis, Structured Products
Education
Indiana University Bloomington
Bachelor's degree, Accounting and Finance
Alex Katzman's Morgan Stanley Experience May 2011 - August 2014
Job Institutional Equity Sales Product Management at Cowen and Company
Industry Financial Services
Experience
Cowen and Company September 2014 - Present
Morgan Stanley May 2011 - August 2014
City National Bank May 2010 - December 2010
Skills
Equity Research, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Banking, Fixed Income, Alternative Investments, Securities, Corporate Finance, Series 7, Derivatives, Equity Valuation, Strategy, Analytics, Investments
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Riverdale Country School
Diploma
Cowen and Company September 2014 - Present
Morgan Stanley May 2011 - August 2014
City National Bank May 2010 - December 2010
Skills
Equity Research, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Banking, Fixed Income, Alternative Investments, Securities, Corporate Finance, Series 7, Derivatives, Equity Valuation, Strategy, Analytics, Investments
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Riverdale Country School
Diploma
Brian Vogel's Morgan Stanley Experience December 2009 - March 2012
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust March 2014 - Present
Bessemer Trust March 2012 - March 2014
Morgan Stanley December 2009 - March 2012
Nankai University 南开大学 August 2007 - June 2009
Skills
Wealth Management, Equities, Mutual Funds, Asset Allocation, Risk Management, Asset Management, Investment Management, Alternative Investments, Investments, Financial Services, Private Equity
Education
Indiana University Bloomington 2003 — 2007
B.S., Management, Entrepreneurship
St. Joseph High School
Bessemer Trust March 2014 - Present
Bessemer Trust March 2012 - March 2014
Morgan Stanley December 2009 - March 2012
Nankai University 南开大学 August 2007 - June 2009
Skills
Wealth Management, Equities, Mutual Funds, Asset Allocation, Risk Management, Asset Management, Investment Management, Alternative Investments, Investments, Financial Services, Private Equity
Education
Indiana University Bloomington 2003 — 2007
B.S., Management, Entrepreneurship
St. Joseph High School
Ericka Lee Ericka Lee's Morgan Stanley Experience April 2010 - Present
Job Vice President, Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Indiana Wesleyan University's Adult Program 2013 — 2015
Bachelor of Business Administration (BBA)
Lindsey Wilson College
Morgan Stanley April 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Indiana Wesleyan University's Adult Program 2013 — 2015
Bachelor of Business Administration (BBA)
Lindsey Wilson College
AJ Lindeman AJ Lindeman's Morgan Stanley Experience January 1997 - April 2010
Job Head of Realtime FI Pricing at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP March 2013 - Present
Benchmark Solutions Inc. April 2010 - March 2013
Morgan Stanley January 1997 - April 2010
Education
Purdue University 1991 — 1996
PhD
Wabash College 1987 — 1991
AB magna cum laude
National Taiwan Normal University
Indiana University Bloomington
Bloomberg LP March 2013 - Present
Benchmark Solutions Inc. April 2010 - March 2013
Morgan Stanley January 1997 - April 2010
Education
Purdue University 1991 — 1996
PhD
Wabash College 1987 — 1991
AB magna cum laude
National Taiwan Normal University
Indiana University Bloomington
Jiatao Liu's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Rimuzhita 2011 - Present
BOC International June 2014 - August 2014
Max M. Fisher College of Business, The Ohio State University August 2011 - December 2013
Bank of China 2012 - 2013
Skills
C++, Investments, Valuation, Analysis, Statistical Modeling, Matlab, Risk Management, Trend Analysis &..., Accounting, Derivatives, Financial Modeling, Foreign currency..., SAP Enterprise, Options & futures, Behavioral Finance
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Master's degree, Finance, 3.97
The Ohio State University Fisher College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.80
Indiana University Bloomington 2009 — 2011
Finance
Morgan Stanley August 2015 - Present
Rimuzhita 2011 - Present
BOC International June 2014 - August 2014
Max M. Fisher College of Business, The Ohio State University August 2011 - December 2013
Bank of China 2012 - 2013
Skills
C++, Investments, Valuation, Analysis, Statistical Modeling, Matlab, Risk Management, Trend Analysis &..., Accounting, Derivatives, Financial Modeling, Foreign currency..., SAP Enterprise, Options & futures, Behavioral Finance
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Master's degree, Finance, 3.97
The Ohio State University Fisher College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.80
Indiana University Bloomington 2009 — 2011
Finance
D. Bryson Ogden's Morgan Stanley Experience April 2005 - May 2006
Job Analyst at Rights and Resources Group
Industry International Trade and Development
Experience
Rights and Resources Group October 2012 - Present
Kenya Forestry Research Institute May 2011 - July 2011
Whitney National Bank November 2006 - June 2010
Morgan Stanley April 2005 - May 2006
Education
Indiana University Bloomington 2010 — 2012
Master of Public Administration (MPA), Master of Environmental Science (MSES)
Moi University 2011 — 2011
ESC Toulouse 2004 — 2004
University of Arkansas at Fayetteville 2000 — 2004
Bachelor of Science (B.S.)
Rights and Resources Group October 2012 - Present
Kenya Forestry Research Institute May 2011 - July 2011
Whitney National Bank November 2006 - June 2010
Morgan Stanley April 2005 - May 2006
Education
Indiana University Bloomington 2010 — 2012
Master of Public Administration (MPA), Master of Environmental Science (MSES)
Moi University 2011 — 2011
ESC Toulouse 2004 — 2004
University of Arkansas at Fayetteville 2000 — 2004
Bachelor of Science (B.S.)
Dave Karandos's Morgan Stanley Experience February 2008 - February 2012
Job Senior Vice President, Financial Advisor at DLG Wealth Managment
Industry Financial Services
Experience
DLG Wealth Managment February 2014 - Present
Dinosaur Securities, LLC July 2013 - Present
Private Client Advisors, LLC May 2012 - January 2014
UNITED CAPITAL FUNDING, LLC October 2013 - December 2013
GVC Mortgage, Inc. June 2013 - October 2013
Cross Country Mortgage June 2012 - June 2013
Morgan Stanley February 2008 - February 2012
UBS May 2002 - February 2008
Merrill Lynch August 1989 - May 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Options, Series 7, Loans, Private Equity, Wealth Management, Series 63, Credit, Investment Advisory, Uniform Combined State..., Investment Strategies, Banking, Alternative Investments, Separately Managed..., Series 65, Mutual Funds, Risk Management, Equities, Insurance, Investments, Wealth Management..., Finance, Mortgage Lending, Wealth, Securities, Asset Management, Retirement, Wealth Accumulation, 401k, Portfolio Management, Fixed Annuities, Financial Services, FINRA, Hedge Funds, Life Insurance, Long-term Care, Employee Benefits, Trading, Valuation, Term Life Insurance, Capital Markets, 401k Rollovers, Residential Mortgages, Bonds, IRAs, Cash Management, ETFs
Education
Indiana University Bloomington 1977 — 1981
Business, Management, Marketing, and Related Support Services
Warren Central High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
DLG Wealth Managment February 2014 - Present
Dinosaur Securities, LLC July 2013 - Present
Private Client Advisors, LLC May 2012 - January 2014
UNITED CAPITAL FUNDING, LLC October 2013 - December 2013
GVC Mortgage, Inc. June 2013 - October 2013
Cross Country Mortgage June 2012 - June 2013
Morgan Stanley February 2008 - February 2012
UBS May 2002 - February 2008
Merrill Lynch August 1989 - May 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Options, Series 7, Loans, Private Equity, Wealth Management, Series 63, Credit, Investment Advisory, Uniform Combined State..., Investment Strategies, Banking, Alternative Investments, Separately Managed..., Series 65, Mutual Funds, Risk Management, Equities, Insurance, Investments, Wealth Management..., Finance, Mortgage Lending, Wealth, Securities, Asset Management, Retirement, Wealth Accumulation, 401k, Portfolio Management, Fixed Annuities, Financial Services, FINRA, Hedge Funds, Life Insurance, Long-term Care, Employee Benefits, Trading, Valuation, Term Life Insurance, Capital Markets, 401k Rollovers, Residential Mortgages, Bonds, IRAs, Cash Management, ETFs
Education
Indiana University Bloomington 1977 — 1981
Business, Management, Marketing, and Related Support Services
Warren Central High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
Peter Aldendifer's Morgan Stanley Experience February 2014 - May 2015
Job Associate Private Banker at Morgan Stanley Private Bank N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank N.A. May 2015 - Present
Morgan Stanley February 2014 - May 2015
Morgan Stanley Private Wealth Management May 2013 - February 2014
Morgan Stanley Private Wealth Management June 2011 - August 2011
Education
Indiana University Bloomington 2008 — 2012
Bachelors, Public Financial Management
Morgan Stanley Private Bank N.A. May 2015 - Present
Morgan Stanley February 2014 - May 2015
Morgan Stanley Private Wealth Management May 2013 - February 2014
Morgan Stanley Private Wealth Management June 2011 - August 2011
Education
Indiana University Bloomington 2008 — 2012
Bachelors, Public Financial Management
Xiao (Sarah) Yang's Morgan Stanley Experience December 2012 - Present
Job Experienced IT auditor and data analytics specialist
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
AXA Equitable May 2011 - January 2013
Ernst & Young July 2008 - May 2011
Boston Harbour May 2007 - August 2007
Procter and Gamble Greater China June 2006 - September 2006
Skills
CISA, member of IIA,...
Education
Indiana University - Kelley School of Business 2006 — 2007
M.S., Information Systems
Morgan Stanley December 2012 - Present
AXA Equitable May 2011 - January 2013
Ernst & Young July 2008 - May 2011
Boston Harbour May 2007 - August 2007
Procter and Gamble Greater China June 2006 - September 2006
Skills
CISA, member of IIA,...
Education
Indiana University - Kelley School of Business 2006 — 2007
M.S., Information Systems
Nisanth Patcha Nisanth Patcha's Morgan Stanley Experience May 2009 - August 2009
Job Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
J.P. Morgan August 2013 - February 2015
Financial Industry Regulatory Authority May 2013 - August 2013
CSS Staffing September 2012 - May 2013
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, LexisNexis, QuickBooks, Financial Analysis, PowerPoint, Customer Service, Research, Microsoft Office, Microsoft Word, Valuation, Economics, PeopleSoft, Equities
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2014
Master of Science (M.S.), Accounting
Indiana University Bloomington 2011 — 2012
Bachelor of Arts (B.A.), Economics
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
J.P. Morgan August 2013 - February 2015
Financial Industry Regulatory Authority May 2013 - August 2013
CSS Staffing September 2012 - May 2013
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, LexisNexis, QuickBooks, Financial Analysis, PowerPoint, Customer Service, Research, Microsoft Office, Microsoft Word, Valuation, Economics, PeopleSoft, Equities
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2014
Master of Science (M.S.), Accounting
Indiana University Bloomington 2011 — 2012
Bachelor of Arts (B.A.), Economics
Bryan Sobol's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Success Academy Charter Schools May 2014 - August 2014
Brothers Bar and Grill September 2012 - November 2013
US Security Assoicates June 2013 - August 2013
Dunkin Donuts June 2011 - August 2012
Plainfield Country Club June 2011 - August 2011
Fairmount Country Club June 2007 - August 2007
Skills
Time Management, Customer Service, Data Entry, Food & Beverage, PowerPoint, Microsoft Word
Education
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Political Science and Government
Morgan Stanley June 2015 - August 2015
Success Academy Charter Schools May 2014 - August 2014
Brothers Bar and Grill September 2012 - November 2013
US Security Assoicates June 2013 - August 2013
Dunkin Donuts June 2011 - August 2012
Plainfield Country Club June 2011 - August 2011
Fairmount Country Club June 2007 - August 2007
Skills
Time Management, Customer Service, Data Entry, Food & Beverage, PowerPoint, Microsoft Word
Education
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Political Science and Government
David Maddy's Morgan Stanley Experience September 2013 - January 2015
Job Fellow
Industry Research
Experience
Global Urban Development March 2015 - Present
Morgan Stanley September 2013 - January 2015
Combined Life Insurance Company of New York October 2012 - July 2013
Jeff Koons LLC June 2011 - September 2012
Indiana University September 2009 - May 2011
Odd Nerdrum Studio June 2008 - September 2010
Christie's June 2009 - August 2009
Interlochen Center for the Arts June 2005 - August 2006
Skills
Painting, Art Education, Art, Sculpture, Fine Art, Art History, Higher Education, Teaching, Photography, Adobe Creative Suite, Sales, Insurance, Oil Painting, Editing, Photoshop, Museums, Graphic Design, Digital Photography, InDesign, Contemporary Art, Creative Writing, Wealth Management, Business, Illustrator, Mac, Team Synergy
Education
The New School for Social Research 2015 — 2016
Master of Science (M.S.), Economics
Indiana University Bloomington 2009 — 2011
Master of Fine Arts (MFA)
The Maryland Institute College of Art 2006 — 2008
Bachelor of Fine Arts (BFA)
Interlochen Arts Academy 1999 — 2002
High School Diploma
Global Urban Development March 2015 - Present
Morgan Stanley September 2013 - January 2015
Combined Life Insurance Company of New York October 2012 - July 2013
Jeff Koons LLC June 2011 - September 2012
Indiana University September 2009 - May 2011
Odd Nerdrum Studio June 2008 - September 2010
Christie's June 2009 - August 2009
Interlochen Center for the Arts June 2005 - August 2006
Skills
Painting, Art Education, Art, Sculpture, Fine Art, Art History, Higher Education, Teaching, Photography, Adobe Creative Suite, Sales, Insurance, Oil Painting, Editing, Photoshop, Museums, Graphic Design, Digital Photography, InDesign, Contemporary Art, Creative Writing, Wealth Management, Business, Illustrator, Mac, Team Synergy
Education
The New School for Social Research 2015 — 2016
Master of Science (M.S.), Economics
Indiana University Bloomington 2009 — 2011
Master of Fine Arts (MFA)
The Maryland Institute College of Art 2006 — 2008
Bachelor of Fine Arts (BFA)
Interlochen Arts Academy 1999 — 2002
High School Diploma
Doug Heinz's Morgan Stanley Experience 2000 - 2001
Job
Industry Internet
Experience
PathWrangler September 2009 - Present
CoreMD June 2008 - March 2010
Open Table Inc January 2008 - June 2008
Moody's KMV July 2002 - January 2008
Morgan Stanley 2000 - 2001
Morgan Stanley 2000 - 2001
Skills
Financial Modeling, Risk Management, Start-ups, Finance, Investments, Analytics, Business Strategy, Business Development, Financial Analysis, Strategic Planning, Product Management, SaaS, Business Analysis, Mergers, Strategy, Lean Startup, Published Author, Business Planning, Strategic Partnerships, Due Diligence, Budgets, Cross-functional Team..., Analysis, Executive Management, Entrepreneurship, Mergers & Acquisitions
Education
Indiana University Bloomington 1995 — 2000
Bachelor of Science, Finance
PathWrangler September 2009 - Present
CoreMD June 2008 - March 2010
Open Table Inc January 2008 - June 2008
Moody's KMV July 2002 - January 2008
Morgan Stanley 2000 - 2001
Morgan Stanley 2000 - 2001
Skills
Financial Modeling, Risk Management, Start-ups, Finance, Investments, Analytics, Business Strategy, Business Development, Financial Analysis, Strategic Planning, Product Management, SaaS, Business Analysis, Mergers, Strategy, Lean Startup, Published Author, Business Planning, Strategic Partnerships, Due Diligence, Budgets, Cross-functional Team..., Analysis, Executive Management, Entrepreneurship, Mergers & Acquisitions
Education
Indiana University Bloomington 1995 — 2000
Bachelor of Science, Finance
Tamara OBrien Tamara OBrien's Morgan Stanley Experience May 1996 - June 1999
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1999 - 2013
Morgan Stanley May 1996 - June 1999
Skills
Investments, Managed Money, Coaching, Mentoring, General Securities..., Financial Services, Series 7, Series 63, Series 66, Retirement, Mutual Funds, Financial Advisory, Retirement Planning, FINRA, 401k, Investment Advisory, Wealth Management, Uniform Combined State..., Securities, Asset Allocation, Portfolio Management, Asset Management, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Strategic Financial..., Relationship Management
Education
University of Cincinnati 1982 — 1984
Bachelor's degree, Psychology
Indiana University Bloomington 1980 — 1982
None, Biological and Biomedical Sciences
Indian Hill High School
Fidelity Investments 1999 - 2013
Morgan Stanley May 1996 - June 1999
Skills
Investments, Managed Money, Coaching, Mentoring, General Securities..., Financial Services, Series 7, Series 63, Series 66, Retirement, Mutual Funds, Financial Advisory, Retirement Planning, FINRA, 401k, Investment Advisory, Wealth Management, Uniform Combined State..., Securities, Asset Allocation, Portfolio Management, Asset Management, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Strategic Financial..., Relationship Management
Education
University of Cincinnati 1982 — 1984
Bachelor's degree, Psychology
Indiana University Bloomington 1980 — 1982
None, Biological and Biomedical Sciences
Indian Hill High School
Dianne Perlman's Morgan Stanley Experience 1987 - 1989
Job Accounting & Finance Recruiter at Abacus Group
Industry Human Resources
Experience
Abacus Group August 2005 - Present
Bear Stearns September 1989 - August 2005
Morgan Stanley 1987 - 1989
PriceWaterhouseCoopers (Coopers & Lybrand) 1984 - 1987
Skills
Accounting, Recruiting, Executive Search, Treasury, Financial Reporting, Financial Accounting, P&L Analysis, Internet Recruiting, Financial Services, Technical Recruiting, Auditing, PeopleSoft, Tax, Banking, Finance, Applicant Tracking..., Management, Financial Analysis, Internal Controls, Interviews, Investment Banking, Corporate Finance, Internal Audit, Temporary Placement, General Ledger, Sarbanes-Oxley Act, College Recruiting, Payroll, Temporary Staffing, Contract Recruitment, Talent Acquisition
Education
Indiana University Bloomington 1980 — 1984
BS, Accounting
Abacus Group August 2005 - Present
Bear Stearns September 1989 - August 2005
Morgan Stanley 1987 - 1989
PriceWaterhouseCoopers (Coopers & Lybrand) 1984 - 1987
Skills
Accounting, Recruiting, Executive Search, Treasury, Financial Reporting, Financial Accounting, P&L Analysis, Internet Recruiting, Financial Services, Technical Recruiting, Auditing, PeopleSoft, Tax, Banking, Finance, Applicant Tracking..., Management, Financial Analysis, Internal Controls, Interviews, Investment Banking, Corporate Finance, Internal Audit, Temporary Placement, General Ledger, Sarbanes-Oxley Act, College Recruiting, Payroll, Temporary Staffing, Contract Recruitment, Talent Acquisition
Education
Indiana University Bloomington 1980 — 1984
BS, Accounting
Mark Kistler Mark Kistler's Morgan Stanley Experience June 2000 - July 2002
Job First Vice PresidentWealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2002 - Present
Morgan Stanley June 2000 - July 2002
Skills
Portfolio Management, Mutual Funds, Financial Analysis
Education
Indiana University of Pennsylvania 1989 — 1993
Morgan Stanley Wealth Management July 2002 - Present
Morgan Stanley June 2000 - July 2002
Skills
Portfolio Management, Mutual Funds, Financial Analysis
Education
Indiana University of Pennsylvania 1989 — 1993
Todd B. Richter, C.F.A. Todd B. Richter, C.F.A.'s Morgan Stanley Experience May 1981 - February 1999
Job Vice Chairman | Global Healthcare Investment Banking | Barclays
Industry Investment Banking
Experience
Barclays July 2015 - Present
Bank of America Merrill Lynch February 1999 - July 2015
Morgan Stanley May 1981 - February 1999
Skills
Investment Banking, Healthcare, Equity Research, Equities, Mergers, Due Diligence, Financial Analysis, Valuation, Private Equity, Debt, Corporate Finance, Strategic Planning, Financial Modeling, Business Strategy, Investments, Securities, IPO, Mergers & Acquisitions, Hedge Funds, Capital Markets, Alternative Investments, Series 7
Education
Indiana University - Kelley School of Business 1979 — 1981
MBA, Finance
The College of William and Mary - The Mason School of Business 1975 — 1979
BBA, Finance
Barclays July 2015 - Present
Bank of America Merrill Lynch February 1999 - July 2015
Morgan Stanley May 1981 - February 1999
Skills
Investment Banking, Healthcare, Equity Research, Equities, Mergers, Due Diligence, Financial Analysis, Valuation, Private Equity, Debt, Corporate Finance, Strategic Planning, Financial Modeling, Business Strategy, Investments, Securities, IPO, Mergers & Acquisitions, Hedge Funds, Capital Markets, Alternative Investments, Series 7
Education
Indiana University - Kelley School of Business 1979 — 1981
MBA, Finance
The College of William and Mary - The Mason School of Business 1975 — 1979
BBA, Finance
Lara Wilson Lara Wilson's Morgan Stanley Experience May 2004 - March 2005
Job Director of Finance and Marketing at Amazing Blades Landscaping & Former Executive Director at Charleston Chamber Opera
Industry Consumer Services
Experience
Amazing Blades Landscaping January 2005 - Present
Charleston Chamber Opera October 2007 - June 2013
Morgan Stanley May 2004 - March 2005
AIG November 1999 - October 2002
Skills
Fundraising, Nonprofits, Public Speaking, Marketing, Event Planning, Management, Social Media, Public Relations, Community Outreach, Event Management, Grant Writing, Non-profits, Arts Administration, Music, Finance, Strategic Planning, Operations Management, Business Development..., P&L Management, Cash Flow Management, Business Development
Education
Indiana University Bloomington 1994 — 1997
Master of Music, Vocal Performance
Cincinnati College-Conservatory of Music 1987 — 1991
Bachelor of Music, Vocal Performanace
University of Pennsylvania - The Wharton School
Continuing Education/Online Courses, MBA Classes
Amazing Blades Landscaping January 2005 - Present
Charleston Chamber Opera October 2007 - June 2013
Morgan Stanley May 2004 - March 2005
AIG November 1999 - October 2002
Skills
Fundraising, Nonprofits, Public Speaking, Marketing, Event Planning, Management, Social Media, Public Relations, Community Outreach, Event Management, Grant Writing, Non-profits, Arts Administration, Music, Finance, Strategic Planning, Operations Management, Business Development..., P&L Management, Cash Flow Management, Business Development
Education
Indiana University Bloomington 1994 — 1997
Master of Music, Vocal Performance
Cincinnati College-Conservatory of Music 1987 — 1991
Bachelor of Music, Vocal Performanace
University of Pennsylvania - The Wharton School
Continuing Education/Online Courses, MBA Classes
Dominique Song's Morgan Stanley Experience June 2011 - August 2011
Job Corporate & Securities Attorney at Baker & McKenzie LLP
Industry Law Practice
Experience
Baker & McKenzie LLP February 2015 - Present
Gibson, Dunn & Crutcher LLP November 2012 - January 2015
Morgan Stanley June 2011 - August 2011
Goldman Sachs July 2007 - June 2009
Skills
Investment Banking, Corporate Law, Securities Regulation, Mergers & Acquisitions, Corporate Governance, Private Equity, Joint Ventures, Due Diligence, Valuation, Capital Markets, Venture Capital, Financial Modeling, Real Estate Transactions, Corporate Finance, Emerging Markets, Equities, IPO, Financial Analysis
Education
University of Pennsylvania Law School 2009 — 2012
Juris Doctor (J.D.), Corporate / Securities Law
University of Pennsylvania - The Wharton School 2009 — 2012
Cross-Disciplinary Program, Business Economics / Public Policy
University of Oxford 2006 — 2006
Economics / Philosophy
Indiana University Bloomington 2003 — 2007
Bachelor's Degree, Finance / Economics
Baker & McKenzie LLP February 2015 - Present
Gibson, Dunn & Crutcher LLP November 2012 - January 2015
Morgan Stanley June 2011 - August 2011
Goldman Sachs July 2007 - June 2009
Skills
Investment Banking, Corporate Law, Securities Regulation, Mergers & Acquisitions, Corporate Governance, Private Equity, Joint Ventures, Due Diligence, Valuation, Capital Markets, Venture Capital, Financial Modeling, Real Estate Transactions, Corporate Finance, Emerging Markets, Equities, IPO, Financial Analysis
Education
University of Pennsylvania Law School 2009 — 2012
Juris Doctor (J.D.), Corporate / Securities Law
University of Pennsylvania - The Wharton School 2009 — 2012
Cross-Disciplinary Program, Business Economics / Public Policy
University of Oxford 2006 — 2006
Economics / Philosophy
Indiana University Bloomington 2003 — 2007
Bachelor's Degree, Finance / Economics
Justin Herfel's Morgan Stanley Experience January 1998 - January 2013
Job Coach at Entrepreneur Coach and Trainer
Industry Graphic Design
Experience
Entrepreneur Coach and Trainer January 2013 - Present
Justin Herfel January 2002 - January 2013
Morgan Stanley January 1998 - January 2013
Morgan Stanley January 1998 - January 2013
Workshop Theater 2011 - 2013
the michael alan group 2007 - 2010
The Gallery Players 2007 - 2008
Theatreworks USA January 2007 - April 2007
Moose Hall Theatre Company 2007 - 2007
Manhattan Comedy Collective 2004 - 2007
Skills
Fluent French speaker, Microsoft Excel 2010..., Microsoft PowerPoint..., Microsoft Word 2010..., Microsoft Word, PowerPoint, Acting, Microsoft Excel, Comedy, Improvisation, Photoshop, Film, Theatre, Editing, Producing, Voice Over, Event Management, Social Media, Television, Creative Writing, Stage, Film Production, Entertainment, Proofreading, Blogging, Video, Singing
Education
Indiana University 1990 — 1994
Bachelor of Arts, French and Political Science
Indiana University Bloomington 1990 — 1994
BA, French, Political Science
Diplôme d'Études Supérieures 1992 — 1993
Université de Strasbourg 1991 — 1992
Diplome Superieure de la Langue Francaise, French
Entrepreneur Coach and Trainer January 2013 - Present
Justin Herfel January 2002 - January 2013
Morgan Stanley January 1998 - January 2013
Morgan Stanley January 1998 - January 2013
Workshop Theater 2011 - 2013
the michael alan group 2007 - 2010
The Gallery Players 2007 - 2008
Theatreworks USA January 2007 - April 2007
Moose Hall Theatre Company 2007 - 2007
Manhattan Comedy Collective 2004 - 2007
Skills
Fluent French speaker, Microsoft Excel 2010..., Microsoft PowerPoint..., Microsoft Word 2010..., Microsoft Word, PowerPoint, Acting, Microsoft Excel, Comedy, Improvisation, Photoshop, Film, Theatre, Editing, Producing, Voice Over, Event Management, Social Media, Television, Creative Writing, Stage, Film Production, Entertainment, Proofreading, Blogging, Video, Singing
Education
Indiana University 1990 — 1994
Bachelor of Arts, French and Political Science
Indiana University Bloomington 1990 — 1994
BA, French, Political Science
Diplôme d'Études Supérieures 1992 — 1993
Université de Strasbourg 1991 — 1992
Diplome Superieure de la Langue Francaise, French
Ben McCauley's Morgan Stanley Experience June 2015 - Present
Job Intern at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Vector Marketing June 2014 - Present
Stemmings June 2012 - Present
Penn Station East Coast Subs March 2012 - August 2012
Skills
Communication, Creative Writing, News Writing, Critical Thinking, Editing, Time Management
Education
Indiana University Bloomington 2012 — 2016
Business/Commerce, General
Trinity High School 2008 — 2012
Morgan Stanley June 2015 - Present
Vector Marketing June 2014 - Present
Stemmings June 2012 - Present
Penn Station East Coast Subs March 2012 - August 2012
Skills
Communication, Creative Writing, News Writing, Critical Thinking, Editing, Time Management
Education
Indiana University Bloomington 2012 — 2016
Business/Commerce, General
Trinity High School 2008 — 2012
Xu Bing's Morgan Stanley Experience February 2007 - February 2008
Job A student at Indiana University Bloomington
Industry Accounting
Experience
Indiana University Bloomington August 2010 - Present
Morgan Stanley Investment Management February 2009 - January 2010
Starbucks February 2008 - February 2009
Morgan Stanley February 2007 - February 2008
Education
Indiana University Bloomington 2010 — 2014
Indiana University Bloomington August 2010 - Present
Morgan Stanley Investment Management February 2009 - January 2010
Starbucks February 2008 - February 2009
Morgan Stanley February 2007 - February 2008
Education
Indiana University Bloomington 2010 — 2014
Jerry Connolly's Morgan Stanley Experience 1987 - 1990
Job Managing Director at HospitalityOne/Service Is Us
Industry Hospitality
Experience
HospitalityOne/Service Is Us August 2012 - Present
RCG Trading July 2009 - October 2012
Federal Trading, LLC/Traditum Group, LLC May 2003 - June 2009
Hagerty,Inc. May 1999 - May 2003
Nanco Group May 1994 - May 1999
Sanwa bank May 1990 - May 1993
Morgan Stanley 1987 - 1990
Skills
Management, Sales, Marketing, Trading, Trading Systems, Trading Strategies, Statistical Arbitrage, Equities, Options, Futures Trading, Hedging, Series 7, Fixed Income, Investments, Finance, Financial Markets, Equity Trading, Commodity, Derivatives, Alternative Investments, Bonds
Education
Indiana University Bloomington 1983 — 1987
BAS, Psychology/Econ
HospitalityOne/Service Is Us August 2012 - Present
RCG Trading July 2009 - October 2012
Federal Trading, LLC/Traditum Group, LLC May 2003 - June 2009
Hagerty,Inc. May 1999 - May 2003
Nanco Group May 1994 - May 1999
Sanwa bank May 1990 - May 1993
Morgan Stanley 1987 - 1990
Skills
Management, Sales, Marketing, Trading, Trading Systems, Trading Strategies, Statistical Arbitrage, Equities, Options, Futures Trading, Hedging, Series 7, Fixed Income, Investments, Finance, Financial Markets, Equity Trading, Commodity, Derivatives, Alternative Investments, Bonds
Education
Indiana University Bloomington 1983 — 1987
BAS, Psychology/Econ
Christine Trail's Morgan Stanley Experience December 1996 - July 1998
Job Administrative Assistant Sacred Music Program at the University of Notre Dame
Industry Human Resources
Experience
University of Notre Dame April 2015 - Present
AIMS International USA (AIMS-US) April 2010 - April 2015
Morgan Stanley December 1996 - July 1998
GNA/GE Capital Assurance April 1992 - December 1996
Fort Dearborn Life October 1988 - November 1991
Skills
Supply Management, Administrative Work, Appointment Scheduling, Microsoft Office, Organizational..., Presentations, Office Equipment, Travel Arrangements, Written & Verbal..., Transcribing, Customer Service, Human Resources, Accounts Receivable, Confidentiality, Meeting Scheduling, Executive Administrative, Business Development, Leadership, Management, Recruiting, Employee Relations, Executive Search, Administration, Talent Management, Marketing
Education
Indiana University Bloomington
Bachelor of Applied Science, Marketing Management
University of Notre Dame April 2015 - Present
AIMS International USA (AIMS-US) April 2010 - April 2015
Morgan Stanley December 1996 - July 1998
GNA/GE Capital Assurance April 1992 - December 1996
Fort Dearborn Life October 1988 - November 1991
Skills
Supply Management, Administrative Work, Appointment Scheduling, Microsoft Office, Organizational..., Presentations, Office Equipment, Travel Arrangements, Written & Verbal..., Transcribing, Customer Service, Human Resources, Accounts Receivable, Confidentiality, Meeting Scheduling, Executive Administrative, Business Development, Leadership, Management, Recruiting, Employee Relations, Executive Search, Administration, Talent Management, Marketing
Education
Indiana University Bloomington
Bachelor of Applied Science, Marketing Management
Kathy Wardell's Morgan Stanley Experience February 2009 - Present
Job Reg CSA at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley February 2009 - Present
Jefferies & Company November 2004 - February 2009
Credit Suisse April 1997 - November 2004
Education
Indiana University Bloomington 1991 — 1995
BS
Morgan Stanley February 2009 - Present
Jefferies & Company November 2004 - February 2009
Credit Suisse April 1997 - November 2004
Education
Indiana University Bloomington 1991 — 1995
BS
Daniel Houchens, CFP®'s Morgan Stanley Experience 2008 - 2011
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Indianapolis June 2011 - September 2012
Morgan Stanley 2008 - 2011
Education
Indiana University Bloomington
Bachelor's degree, Finance, General
Indianapolis June 2011 - September 2012
Morgan Stanley 2008 - 2011
Education
Indiana University Bloomington
Bachelor's degree, Finance, General
Megan Berland's Morgan Stanley Experience June 2003 - August 2003
Job Senior Innovation Project Manager
Industry Consumer Goods
Experience
Procter & Gamble November 2013 - Present
Procter & Gamble June 2011 - October 2013
Procter & Gamble June 2005 - May 2011
Procter & Gamble May 2004 - August 2004
Morgan Stanley June 2003 - August 2003
Skills
Corporate Sales..., Go-to-market Strategy, Retail Category..., Project Management, Retail Design, Long-term Customer..., Innovation Management, Employee Management, Recruiting, Consumer Insight, PowerPoint, Microsoft Excel, Time Management, Persuasive Presentations, Public Speaking
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Business, Marketing & International Studies
Procter & Gamble November 2013 - Present
Procter & Gamble June 2011 - October 2013
Procter & Gamble June 2005 - May 2011
Procter & Gamble May 2004 - August 2004
Morgan Stanley June 2003 - August 2003
Skills
Corporate Sales..., Go-to-market Strategy, Retail Category..., Project Management, Retail Design, Long-term Customer..., Innovation Management, Employee Management, Recruiting, Consumer Insight, PowerPoint, Microsoft Excel, Time Management, Persuasive Presentations, Public Speaking
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Business, Marketing & International Studies
Jeff Chaplin, ChFC's Morgan Stanley Experience March 2005 - March 2006
Job Manager, Single Premium and Bank Sales at Great American Financial Resources
Industry Insurance
Experience
Great American Financial Resources August 2009 - Present
Great American Financial Resources August 2008 - 2009
Great American Financial Resources March 2006 - August 2008
Morgan Stanley March 2005 - March 2006
Thrivent Financial for Lutherans January 2003 - March 2005
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Term Life Insurance, Variable Annuities, Retirement, Universal Life, Insurance, Health Insurance, Long-term Care, Medicare, Employee Benefits, Series 7, Series 63, Series 66, Series 31, ChFC, FSS, FIC, AIRC, AAPA, ACS, AFSI, FLMI, FFSI, ARA, NSSA National Social...
Education
Indiana University-Purdue University at Fort Wayne
Bachelor's degree, Liberal Arts
Great American Financial Resources August 2009 - Present
Great American Financial Resources August 2008 - 2009
Great American Financial Resources March 2006 - August 2008
Morgan Stanley March 2005 - March 2006
Thrivent Financial for Lutherans January 2003 - March 2005
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Term Life Insurance, Variable Annuities, Retirement, Universal Life, Insurance, Health Insurance, Long-term Care, Medicare, Employee Benefits, Series 7, Series 63, Series 66, Series 31, ChFC, FSS, FIC, AIRC, AAPA, ACS, AFSI, FLMI, FFSI, ARA, NSSA National Social...
Education
Indiana University-Purdue University at Fort Wayne
Bachelor's degree, Liberal Arts
Paul Madsen Paul Madsen's Morgan Stanley Experience September 2011 - September 2014
Job Senior Credit Risk Auditor at Arch Insurance Group
Industry Banking
Experience
Arch Insurance Group September 2014 - Present
Morgan Stanley September 2011 - September 2014
The Farmers Bank November 2009 - April 2011
National City Bank September 2006 - November 2009
Indiana Attorney General's Office May 2006 - September 2006
Skills
Credit Risk, Financial Analysis, Finance, Accounting, Data Analytics, Business Management, Entrepreneurship, Marketing Management, Distressed Debt, Leveraged Finance, Valuation, Cash Flow, Credit Analysis, Financial Risk, Commercial Banking, Real Estate Economics, Loans, Credit, Analysis, Equities, Interest Rate Risk..., Corporate Finance, Real Estate Financing, Real Estate Investor
Education
Northwestern University 2015 — 2017
Master of Science (M.S.), Predictive Analytics
Indiana University - Kelley School of Business 2003 — 2006
BS, Accounting and Finance
Arch Insurance Group September 2014 - Present
Morgan Stanley September 2011 - September 2014
The Farmers Bank November 2009 - April 2011
National City Bank September 2006 - November 2009
Indiana Attorney General's Office May 2006 - September 2006
Skills
Credit Risk, Financial Analysis, Finance, Accounting, Data Analytics, Business Management, Entrepreneurship, Marketing Management, Distressed Debt, Leveraged Finance, Valuation, Cash Flow, Credit Analysis, Financial Risk, Commercial Banking, Real Estate Economics, Loans, Credit, Analysis, Equities, Interest Rate Risk..., Corporate Finance, Real Estate Financing, Real Estate Investor
Education
Northwestern University 2015 — 2017
Master of Science (M.S.), Predictive Analytics
Indiana University - Kelley School of Business 2003 — 2006
BS, Accounting and Finance
Edward Scherr Edward Scherr's Morgan Stanley Experience April 2002 - April 2005
Job J.P Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA June 2013 - Present
Associated Bank April 2008 - June 2013
RBC August 2004 - January 2008
Morgan Stanley April 2002 - April 2005
Education
University of Wisconsin-Milwaukee - School of Business Administration 2009 — 2013
MBA, Investments
Indiana University Bloomington 1994 — 1997
BS, Business
Nicolet 1989 — 1993
JPMorgan Chase Bank NA June 2013 - Present
Associated Bank April 2008 - June 2013
RBC August 2004 - January 2008
Morgan Stanley April 2002 - April 2005
Education
University of Wisconsin-Milwaukee - School of Business Administration 2009 — 2013
MBA, Investments
Indiana University Bloomington 1994 — 1997
BS, Business
Nicolet 1989 — 1993
James Rhodes, AAMS's Morgan Stanley Experience April 2005 - December 2007
Job Financial Advisor/ Financial Services Representative with MetLife
Industry Financial Services
Experience
MetLife February 2008 - Present
Morgan Stanley April 2005 - December 2007
AG Edwards July 2004 - March 2006
Skills
Investments
Education
Indiana University of Pennsylvania 1998 — 2003
Indiana University of Pennsylvania 1998 — 2003
International Business, Finance
MetLife February 2008 - Present
Morgan Stanley April 2005 - December 2007
AG Edwards July 2004 - March 2006
Skills
Investments
Education
Indiana University of Pennsylvania 1998 — 2003
Indiana University of Pennsylvania 1998 — 2003
International Business, Finance
Brad Hayes Brad Hayes's Morgan Stanley Experience June 2008 - August 2008
Job Senior Vice President, Golub Capital
Industry Financial Services
Experience
Golub Capital October 2012 - Present
Mesirow Financial Consulting July 2009 - October 2012
Morgan Stanley June 2008 - August 2008
KPMG LLP May 2005 - August 2007
KPMG September 2000 - May 2005
Skills
Mergers, Business Acquisition, Due Diligence, Divestitures, Valuation, US GAAP, Audit, SEC reporting, Restructuring, Accounting, Bankruptcy, SOX, Financial Modeling, Internal Controls, GAAP, Financial Analysis, Revenue Recognition, Technical Accounting, Reorganization, Turnarounds, Business Planning, Cash Flow, Chapter 11, DCF, Creditors' Rights, External Audit, Corporate Finance, Financial Reporting, Corporate Development, Acquisition Integration, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Marketing, and Management
Indiana University Bloomington 1996 — 2000
B.S., Accounting and Finance
Golub Capital October 2012 - Present
Mesirow Financial Consulting July 2009 - October 2012
Morgan Stanley June 2008 - August 2008
KPMG LLP May 2005 - August 2007
KPMG September 2000 - May 2005
Skills
Mergers, Business Acquisition, Due Diligence, Divestitures, Valuation, US GAAP, Audit, SEC reporting, Restructuring, Accounting, Bankruptcy, SOX, Financial Modeling, Internal Controls, GAAP, Financial Analysis, Revenue Recognition, Technical Accounting, Reorganization, Turnarounds, Business Planning, Cash Flow, Chapter 11, DCF, Creditors' Rights, External Audit, Corporate Finance, Financial Reporting, Corporate Development, Acquisition Integration, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Marketing, and Management
Indiana University Bloomington 1996 — 2000
B.S., Accounting and Finance
Yoni Weisberg's Morgan Stanley Experience August 2015 - Present
Job Convertible Bond Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley May 2014 - August 2015
Morgan Stanley June 2012 - May 2014
Morgan Stanley June 2011 - August 2011
AzuriteTrader May 2009 - January 2011
JPW Investments, LLC January 2007 - January 2011
Group One Trading, LP May 2010 - July 2010
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Excel, Portfolio Management, Quantitative Analytics, Economics, PowerPoint, Public Speaking
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance, Accounting; Minors in Economics, Psychology
Morgan Stanley August 2015 - Present
Morgan Stanley May 2014 - August 2015
Morgan Stanley June 2012 - May 2014
Morgan Stanley June 2011 - August 2011
AzuriteTrader May 2009 - January 2011
JPW Investments, LLC January 2007 - January 2011
Group One Trading, LP May 2010 - July 2010
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Excel, Portfolio Management, Quantitative Analytics, Economics, PowerPoint, Public Speaking
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance, Accounting; Minors in Economics, Psychology
John Badger's Morgan Stanley Experience June 2015 - Present
Job Summer Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Indiana University August 2013 - Present
West Suburban Special Recreation Association May 2010 - August 2014
Appalachia Service Project July 2013 - August 2013
Skills
Team Leadership, Creativity, Highly personable, Great Motivator, Leadership, Entrepreneurship, Networking, Sports, Management, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Marketing
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Oak Park and River Forest High School 2009 — 2013
High School Diploma, 3.62 GPA
Morgan Stanley June 2015 - Present
Indiana University August 2013 - Present
West Suburban Special Recreation Association May 2010 - August 2014
Appalachia Service Project July 2013 - August 2013
Skills
Team Leadership, Creativity, Highly personable, Great Motivator, Leadership, Entrepreneurship, Networking, Sports, Management, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Marketing
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Oak Park and River Forest High School 2009 — 2013
High School Diploma, 3.62 GPA
Eli Cooper's Morgan Stanley Experience May 2014 - May 2014
Job Team Member at Toastmasters Club 1061795
Industry Management Consulting
Experience
Toastmasters Club 1061795 August 2015 - Present
The National Society of Leadership and Success September 2014 - Present
Camp Sabra June 2012 - July 2014
Morgan Stanley May 2014 - May 2014
Dallas, Texas April 2010 - May 2013
Skills
Music Production, Mathematics, Building Relationships, Goal Oriented, Teaching, PowerPoint, Microsoft Office, Leadership, Communication, Microsoft PowerPoint, Research, Event Planning, Microsoft Word, Microsoft Excel, Social Media
Education
Indiana University Bloomington 2013 — 2017
Business, Management, Marketing, and Related Support Services
Toastmasters Club 1061795 August 2015 - Present
The National Society of Leadership and Success September 2014 - Present
Camp Sabra June 2012 - July 2014
Morgan Stanley May 2014 - May 2014
Dallas, Texas April 2010 - May 2013
Skills
Music Production, Mathematics, Building Relationships, Goal Oriented, Teaching, PowerPoint, Microsoft Office, Leadership, Communication, Microsoft PowerPoint, Research, Event Planning, Microsoft Word, Microsoft Excel, Social Media
Education
Indiana University Bloomington 2013 — 2017
Business, Management, Marketing, and Related Support Services
Diane Jun Dan Diane Jun Dan's Morgan Stanley Experience February 2012 - February 2012
Job Purdue University
Industry Information Technology and Services
Experience
Dow AgroSciences, Dow Chemical May 2015 - August 2015
SanofiPastuer, Sanofi S.A. May 2013 - July 2013
Morgan Stanley February 2012 - February 2012
People's Government of Renhe County, Shunyi District, Beijing. July 2006 - January 2009
China Mechinary Engineering Corporation (CMEC) July 2003 - September 2003
Skills
R, Oracle SQL Developer, Microsoft SQL Server, Data Analytics, R Studio, Python, Java, C++, Linux, Map Reduce/Hadoop, Machine Learning, Data Mining, Pattern Recognition, SVM (kernel and soft..., Clustering, Classification, Graph, Algorithm Design and..., Parallel data analysis, Time Series Analysis, Predictive Modeling, Bioinformatics, Sparse VAR model, Granger Causality, PCA, SVD, Kernel, DNA Sequencing, Alignment, POCRE, Group LASSO, Minitab, Matlab, Clinical Trials, Survival Analysis, Variable selection, Portfolio, Biomarkers, Boost, Bootstrap, Biometrics, Computer Vision, Feature Extraction
Education
University of Notre Dame 2010 — 2014
Ph.D. Candidate, M.S., Statistics
Indiana University South Bend 2009 — 2010
M.S., Applied Mathematics
North China University of Technology 2002 — 2006
B.A., Economics
Purdue University
Pre-Ph.D. Program, M.S., Computer Science
Dow AgroSciences, Dow Chemical May 2015 - August 2015
SanofiPastuer, Sanofi S.A. May 2013 - July 2013
Morgan Stanley February 2012 - February 2012
People's Government of Renhe County, Shunyi District, Beijing. July 2006 - January 2009
China Mechinary Engineering Corporation (CMEC) July 2003 - September 2003
Skills
R, Oracle SQL Developer, Microsoft SQL Server, Data Analytics, R Studio, Python, Java, C++, Linux, Map Reduce/Hadoop, Machine Learning, Data Mining, Pattern Recognition, SVM (kernel and soft..., Clustering, Classification, Graph, Algorithm Design and..., Parallel data analysis, Time Series Analysis, Predictive Modeling, Bioinformatics, Sparse VAR model, Granger Causality, PCA, SVD, Kernel, DNA Sequencing, Alignment, POCRE, Group LASSO, Minitab, Matlab, Clinical Trials, Survival Analysis, Variable selection, Portfolio, Biomarkers, Boost, Bootstrap, Biometrics, Computer Vision, Feature Extraction
Education
University of Notre Dame 2010 — 2014
Ph.D. Candidate, M.S., Statistics
Indiana University South Bend 2009 — 2010
M.S., Applied Mathematics
North China University of Technology 2002 — 2006
B.A., Economics
Purdue University
Pre-Ph.D. Program, M.S., Computer Science
M.Gerald Mensah M.Gerald Mensah's Morgan Stanley Experience July 2011 - July 2012
Job J.D. | Entrepreneur | IndustryNeutral Value Builder
Industry Legal Services
Experience
VolaBiliti, LLC January 2015 - Present
University of Pittsburgh School of Law September 2014 - Present
GNC September 2014 - July 2015
GNC June 2014 - August 2014
Morgan Stanley July 2011 - July 2012
MGEFE Distribution Services, LLC August 2008 - July 2011
Indiana County, Office of the District Attorney August 2010 - December 2010
Dedicated Distribution services 2008 - 2009
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Mutual Funds, Fixed Income, Investments, Legal Research, Legal Documents, Westlaw, Lexis, Legal Writing, Criminal Law, Courts, Finance, Politics, Estate Planning, Financial Analysis, Insurance, Public Policy, Litigation, Policy Analysis, Corporate Law, Leadership, Research, Public Speaking, Social Media
Education
University of Pittsburgh School of Law 2012 — 2015
Juris Doctor (J.D.), Civil Litigation Certificate
Indiana University of Pennsylvania 2007 — 2010
Bachelor of Arts (B.A.), Economics, with a concentration in Finance & Business, Cum Laude
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Political Science Prelaw, Finance, Business Administration, Cum Laude
VolaBiliti, LLC January 2015 - Present
University of Pittsburgh School of Law September 2014 - Present
GNC September 2014 - July 2015
GNC June 2014 - August 2014
Morgan Stanley July 2011 - July 2012
MGEFE Distribution Services, LLC August 2008 - July 2011
Indiana County, Office of the District Attorney August 2010 - December 2010
Dedicated Distribution services 2008 - 2009
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Mutual Funds, Fixed Income, Investments, Legal Research, Legal Documents, Westlaw, Lexis, Legal Writing, Criminal Law, Courts, Finance, Politics, Estate Planning, Financial Analysis, Insurance, Public Policy, Litigation, Policy Analysis, Corporate Law, Leadership, Research, Public Speaking, Social Media
Education
University of Pittsburgh School of Law 2012 — 2015
Juris Doctor (J.D.), Civil Litigation Certificate
Indiana University of Pennsylvania 2007 — 2010
Bachelor of Arts (B.A.), Economics, with a concentration in Finance & Business, Cum Laude
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Political Science Prelaw, Finance, Business Administration, Cum Laude
Don Ragains's Morgan Stanley Experience March 2000 - June 2009
Job Vice President, Complex Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management September 2000 - December 2013
Morgan Stanley March 2000 - June 2009
Morgan Stanley March 2000 - July 2007
Skills
Financial Services, Management, Insurance, Series 7, Securities, Equities, Uniform Combined State..., Customer Service, Asset Management, Leadership, Wealth Management, Investments, Strategic Planning, Finance, Financial Risk
Education
Indiana University-Southeast 2000 — 2005
Floyd Central
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management September 2000 - December 2013
Morgan Stanley March 2000 - June 2009
Morgan Stanley March 2000 - July 2007
Skills
Financial Services, Management, Insurance, Series 7, Securities, Equities, Uniform Combined State..., Customer Service, Asset Management, Leadership, Wealth Management, Investments, Strategic Planning, Finance, Financial Risk
Education
Indiana University-Southeast 2000 — 2005
Floyd Central
Andrea Rafael Andrea Rafael's Morgan Stanley Experience 2006 - 2007
Job Director of Investment Analytics & Risk Management at Yeshiva University Office of Investment Management
Industry Investment Management
Experience
Yeshiva University Office of Investment Management January 2010 - Present
VHL Alliance July 2014 - Present
ING Investment Management May 2007 - December 2009
Morgan Stanley 2006 - 2007
Factset 1999 - 2002
DBC 1998 - 1999
Smartserv Online December 1996 - January 1998
Skills
Risk Management, Hedge Funds, Alternative Investments, Matlab, VBA, Visual Basic, C++, Mathematics, SQL, Bloomberg, Risk Analytics, Portfolio Management, Monte Carlo Simulation, SAS, Investments, Quantitative Analytics, Asset Allocation, S-Plus, Private Equity, Fixed Income, Financial Modeling, R, Market Risk, Equities, Options, Analytics, Derivatives, Credit Derivatives, Portfolio Optimization, Time Series Analysis, Financial Engineering, Equity Derivatives, Interest Rate..., Hedging, Stochastic Calculus, Valuation, FX Options, Trading Systems, Structured Products, Investment Management, Financial Markets
Education
New York University 2005 — 2011
MSc, Mathematics with concentration in Math Finance
Indiana University Bloomington 1992 — 1995
MA, Mathematics
Indiana University Bloomington 1991 — 1992
BS, Mathematics
Fazekas Mihaly Gimnazium 1982 — 1986
High School Diploma, Mathematics
Yeshiva University Office of Investment Management January 2010 - Present
VHL Alliance July 2014 - Present
ING Investment Management May 2007 - December 2009
Morgan Stanley 2006 - 2007
Factset 1999 - 2002
DBC 1998 - 1999
Smartserv Online December 1996 - January 1998
Skills
Risk Management, Hedge Funds, Alternative Investments, Matlab, VBA, Visual Basic, C++, Mathematics, SQL, Bloomberg, Risk Analytics, Portfolio Management, Monte Carlo Simulation, SAS, Investments, Quantitative Analytics, Asset Allocation, S-Plus, Private Equity, Fixed Income, Financial Modeling, R, Market Risk, Equities, Options, Analytics, Derivatives, Credit Derivatives, Portfolio Optimization, Time Series Analysis, Financial Engineering, Equity Derivatives, Interest Rate..., Hedging, Stochastic Calculus, Valuation, FX Options, Trading Systems, Structured Products, Investment Management, Financial Markets
Education
New York University 2005 — 2011
MSc, Mathematics with concentration in Math Finance
Indiana University Bloomington 1992 — 1995
MA, Mathematics
Indiana University Bloomington 1991 — 1992
BS, Mathematics
Fazekas Mihaly Gimnazium 1982 — 1986
High School Diploma, Mathematics
Howard Lodge's Morgan Stanley Experience 1985 - 1994
Job Alternative Asset Specialist at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors 2013 - Present
Western & Southern Financial Group 2004 - 2013
ING 2001 - 2003
Lincoln Financial Group 1995 - 2001
Morgan Stanley 1985 - 1994
Citi 1981 - 1984
Bankers Trust 1979 - 1981
Various 1977 - 1979
Ursinus College 1974 - 1977
Franklin & Marshall College 1973 - 1974
Skills
Equities, Finance, Portfolio Management, Risk Management, Securities, Investments, Alternative Investments, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds
Education
Indiana University Bloomington 1966 — 1971
Doctor of Philosophy (Ph.D.), Sensory Psychology, Minor in Mathematics and Physiology
Quantum Financial Advisors 2013 - Present
Western & Southern Financial Group 2004 - 2013
ING 2001 - 2003
Lincoln Financial Group 1995 - 2001
Morgan Stanley 1985 - 1994
Citi 1981 - 1984
Bankers Trust 1979 - 1981
Various 1977 - 1979
Ursinus College 1974 - 1977
Franklin & Marshall College 1973 - 1974
Skills
Equities, Finance, Portfolio Management, Risk Management, Securities, Investments, Alternative Investments, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds
Education
Indiana University Bloomington 1966 — 1971
Doctor of Philosophy (Ph.D.), Sensory Psychology, Minor in Mathematics and Physiology
Christina Strack's Morgan Stanley Experience January 2013 - March 2014
Job Global Sales Leader
Industry Information Technology and Services
Experience
Tata Consultancy Services 2015 - Present
Morgan Stanley January 2013 - March 2014
Dell November 2009 - September 2013
All Covered July 2008 - July 2009
Net@Work June 2007 - June 2008
Werkflow May 2001 - June 2007
Langtech April 1999 - May 2000
Oracle Corporation January 1997 - June 1998
NOAA: National Oceanic & Atmospheric Administration 1994 - 1994
Skills
Solution Selling, Management, Cloud Computing, Professional Services, Leadership, Managed Services, Channel Partners, Direct Sales, Sales Management, Salesforce.com, Entrepreneurship, Consulting, E-commerce, Strategic Partnerships, Data Center, Vendor Management, Storage, Go-to-market Strategy, Disaster Recovery, IT Strategy, Account Management, Partner Management, Servers, VoIP, Business Process, Product Management, Storage Area Networks, Selling, Sales Process, Storage Solutions, Complex Sales, Unified Communications, Acquisitions, Public Speaking, Software, Customer Experience, Sales, Microsoft Project
Education
Indiana University Bloomington 1992 — 1996
B.A., Germanic Studies, Political Science, Double Major
NYU Deutsches Haus 2013 — 2013
Mobay Deutsche Schule 1980 — 1990
German Language, Geography, History and Musical Theatre Classes
Tata Consultancy Services 2015 - Present
Morgan Stanley January 2013 - March 2014
Dell November 2009 - September 2013
All Covered July 2008 - July 2009
Net@Work June 2007 - June 2008
Werkflow May 2001 - June 2007
Langtech April 1999 - May 2000
Oracle Corporation January 1997 - June 1998
NOAA: National Oceanic & Atmospheric Administration 1994 - 1994
Skills
Solution Selling, Management, Cloud Computing, Professional Services, Leadership, Managed Services, Channel Partners, Direct Sales, Sales Management, Salesforce.com, Entrepreneurship, Consulting, E-commerce, Strategic Partnerships, Data Center, Vendor Management, Storage, Go-to-market Strategy, Disaster Recovery, IT Strategy, Account Management, Partner Management, Servers, VoIP, Business Process, Product Management, Storage Area Networks, Selling, Sales Process, Storage Solutions, Complex Sales, Unified Communications, Acquisitions, Public Speaking, Software, Customer Experience, Sales, Microsoft Project
Education
Indiana University Bloomington 1992 — 1996
B.A., Germanic Studies, Political Science, Double Major
NYU Deutsches Haus 2013 — 2013
Mobay Deutsche Schule 1980 — 1990
German Language, Geography, History and Musical Theatre Classes
Jamie Schwarz Jamie Schwarz's Morgan Stanley Experience August 2012 - August 2015
Job Special Event Manager 59th Street at Bloomingdale's
Industry Public Relations and Communications
Experience
Bloomingdale's August 2015 - Present
Morgan Stanley August 2012 - August 2015
Choice Productions 2012 - August 2012
Petals Planning Company December 2011 - April 2012
Bivouac Ann Arbor May 2010 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Customer Service, Tech Savy
Education
University of Michigan 2010 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Indiana University Bloomington 2008 — 2010
Marjory Stoneman Douglas High School 2004 — 2008
Bloomingdale's August 2015 - Present
Morgan Stanley August 2012 - August 2015
Choice Productions 2012 - August 2012
Petals Planning Company December 2011 - April 2012
Bivouac Ann Arbor May 2010 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Customer Service, Tech Savy
Education
University of Michigan 2010 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Indiana University Bloomington 2008 — 2010
Marjory Stoneman Douglas High School 2004 — 2008
Thomas Romanczuk's Morgan Stanley Experience July 2011 - May 2015
Job Summer Associate at Robert W. Baird & Co & MBA Candidate Kellogg School of Management
Industry Investment Banking
Experience
Robert W. Baird & Co June 2015 - Present
Morgan Stanley July 2011 - May 2015
JPMorgan Chase July 2009 - July 2011
David A Noyes May 2008 - August 2008
National City Bank May 2007 - August 2007
Skills
Valuation, Analysis, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, Finance, Management, Sales, Banking, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Finance
Robert W. Baird & Co June 2015 - Present
Morgan Stanley July 2011 - May 2015
JPMorgan Chase July 2009 - July 2011
David A Noyes May 2008 - August 2008
National City Bank May 2007 - August 2007
Skills
Valuation, Analysis, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, Finance, Management, Sales, Banking, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Finance
Seth Feldstein's Morgan Stanley Experience May 2015 - August 2015
Job Student at Indiana UniversityKelley School of Business
Industry
Experience
Indiana University Athletics Department January 2015 - Present
Investment Banking Club September 2014 - Present
Morgan Stanley May 2015 - August 2015
Chesterfield Baseball and Softball Association April 2010 - August 2014
Skills
Time Management, Microsoft Office, Peer Tutoring, Project Management, Research, Public Speaking
Education
Indiana University - Kelley School of Business 2014 — 2018
Bachelor's Degree, Finance
Parkway Central High School 2010 — 2014
High School
Indiana University Athletics Department January 2015 - Present
Investment Banking Club September 2014 - Present
Morgan Stanley May 2015 - August 2015
Chesterfield Baseball and Softball Association April 2010 - August 2014
Skills
Time Management, Microsoft Office, Peer Tutoring, Project Management, Research, Public Speaking
Education
Indiana University - Kelley School of Business 2014 — 2018
Bachelor's Degree, Finance
Parkway Central High School 2010 — 2014
High School
Maria McDuff's Morgan Stanley Experience March 2001 - January 2002
Job Engineering Manager
Industry Computer Software
Experience
Ericsson June 2014 - Present
Couchbase March 2013 - May 2014
Aerospike, Inc. (Formerly known as Citrusleaf, Inc.) March 2012 - March 2013
ActiveVideo Networks (Formerly TAG Networks) February 2008 - February 2012
TAG Networks May 2007 - February 2008
VFinity, Inc. July 2006 - May 2007
SeaChange International - Liberate Division January 2002 - July 2006
Siemens Business Services (Formerly British Broadcasting Corporation Tech) July 2003 - February 2005
Morgan Stanley March 2001 - January 2002
American United Life (now OneAmerica) 1996 - 2000
Skills
Agile Methodologies, Unix, Testing, Linux, Perl, Python, XML, Cloud Computing, Software Development, Java, Software Engineering, Shell Scripting, Windows Server, Windows 2003, Software Project..., Social Media, SDLC, Quality Assurance, Databases, Test Automation, Software Documentation, Test Planning, JIRA, Software Quality..., System Architecture, Distributed Systems, Scrum, Scalability, Web Applications, Architecture, Subversion, Perforce, Mobile Devices, Data Center, Web Services, MySQL, TCP/IP, Test Cases, C++, Apache, JavaScript, Integration, Software Design, PHP, Mobile Applications, Enterprise Software, Selenium, Ruby, Agile Project Management, SaaS
Education
Indiana University-Purdue University at Indianapolis 1995 — 2000
BS, Computer Technology
IvyTech State College 1992 — 1994
AS, Computer Information Systems
Ericsson June 2014 - Present
Couchbase March 2013 - May 2014
Aerospike, Inc. (Formerly known as Citrusleaf, Inc.) March 2012 - March 2013
ActiveVideo Networks (Formerly TAG Networks) February 2008 - February 2012
TAG Networks May 2007 - February 2008
VFinity, Inc. July 2006 - May 2007
SeaChange International - Liberate Division January 2002 - July 2006
Siemens Business Services (Formerly British Broadcasting Corporation Tech) July 2003 - February 2005
Morgan Stanley March 2001 - January 2002
American United Life (now OneAmerica) 1996 - 2000
Skills
Agile Methodologies, Unix, Testing, Linux, Perl, Python, XML, Cloud Computing, Software Development, Java, Software Engineering, Shell Scripting, Windows Server, Windows 2003, Software Project..., Social Media, SDLC, Quality Assurance, Databases, Test Automation, Software Documentation, Test Planning, JIRA, Software Quality..., System Architecture, Distributed Systems, Scrum, Scalability, Web Applications, Architecture, Subversion, Perforce, Mobile Devices, Data Center, Web Services, MySQL, TCP/IP, Test Cases, C++, Apache, JavaScript, Integration, Software Design, PHP, Mobile Applications, Enterprise Software, Selenium, Ruby, Agile Project Management, SaaS
Education
Indiana University-Purdue University at Indianapolis 1995 — 2000
BS, Computer Technology
IvyTech State College 1992 — 1994
AS, Computer Information Systems
Dennis Constantine's Morgan Stanley Experience December 2005 - June 2009
Job Senior Project Manager
Industry Financial Services
Experience
Premedia (a RR Donnelley company) February 2013 - Present
RR Donnelley June 2009 - Present
Morgan Stanley December 2005 - June 2009
Con Edison January 2001 - December 2005
Citibank April 1989 - February 2000
Royal Cruise Line March 1985 - January 1989
Skills
Information Architecture, Adobe Acrobat, User Experience, Adobe Creative Suite, Mac, Graphic Design, Web Design, Advertising, Layout, Photography, Marketing, Project Management, Direct Mail, InDesign, Brand Development
Education
New York University 2000 — 2000
Certificate Program, Multimedia Design
School of Visual Arts 1990 — 1994
Nonmatriculating: graphic design/advertising curriculum, advertising/marketing
Indiana University Bloomington 1975 — 1978
Music/Theatre
Premedia (a RR Donnelley company) February 2013 - Present
RR Donnelley June 2009 - Present
Morgan Stanley December 2005 - June 2009
Con Edison January 2001 - December 2005
Citibank April 1989 - February 2000
Royal Cruise Line March 1985 - January 1989
Skills
Information Architecture, Adobe Acrobat, User Experience, Adobe Creative Suite, Mac, Graphic Design, Web Design, Advertising, Layout, Photography, Marketing, Project Management, Direct Mail, InDesign, Brand Development
Education
New York University 2000 — 2000
Certificate Program, Multimedia Design
School of Visual Arts 1990 — 1994
Nonmatriculating: graphic design/advertising curriculum, advertising/marketing
Indiana University Bloomington 1975 — 1978
Music/Theatre
Whitney Weiyu Zheng Whitney Weiyu Zheng's Morgan Stanley Experience March 2014 - March 2014
Job M.S. in Statistics Candidate & OTD Intern & Graduate Research Assistant @ University of North Carolina at Chapel Hill
Industry Computer Games
Experience
BB&T June 2015 - August 2015
Epic Games June 2014 - December 2014
EY June 2014 - June 2014
Morgan Stanley March 2014 - March 2014
University of North Carolina at Chapel Hill August 2013 - December 2013
Indiana University Bloomington August 2012 - May 2013
Global China Connection February 2012 - May 2013
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Statistics, Analysis, Event Planning, Leadership, Python, R, SAS, Research, Teamwork, Public Speaking, Time Management, Data Analysis, Business Intelligence, GAMS, Datameer, Big Data, Optimization, AMPL, SR 11-07, Financial Model..., SQL, SharePoint, New Business Development, Product Marketing, Market Research, Intellectual Property, Patents, Technology Transfer, Licensing Negotiations
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master’s Degree, Statistics and Operation Research
University of North Carolina at Chapel Hill 2013 — 2015
Bachelor’s Degree, Mathematics
Indiana University - Kelley School of Business 2012 — 2013
Bachelor’s Degree, Marketing
Xiamen University 2010 — 2011
Bachelor of Science (B.S.), Biotechnology
BB&T June 2015 - August 2015
Epic Games June 2014 - December 2014
EY June 2014 - June 2014
Morgan Stanley March 2014 - March 2014
University of North Carolina at Chapel Hill August 2013 - December 2013
Indiana University Bloomington August 2012 - May 2013
Global China Connection February 2012 - May 2013
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Statistics, Analysis, Event Planning, Leadership, Python, R, SAS, Research, Teamwork, Public Speaking, Time Management, Data Analysis, Business Intelligence, GAMS, Datameer, Big Data, Optimization, AMPL, SR 11-07, Financial Model..., SQL, SharePoint, New Business Development, Product Marketing, Market Research, Intellectual Property, Patents, Technology Transfer, Licensing Negotiations
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master’s Degree, Statistics and Operation Research
University of North Carolina at Chapel Hill 2013 — 2015
Bachelor’s Degree, Mathematics
Indiana University - Kelley School of Business 2012 — 2013
Bachelor’s Degree, Marketing
Xiamen University 2010 — 2011
Bachelor of Science (B.S.), Biotechnology
Nelson Almond's Morgan Stanley Experience June 2015 - August 2015
Job Summer Wealth Management Intern at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley June 2015 - August 2015
Merchants Bank of Indiana/ PR Mortgage and Investment Corp. May 2014 - August 2014
Purdue University: Office of Investments May 2013 - August 2013
Skills
Comfortable working..., Microsoft Word, Finance, Teamwork, Leadership, Bloomberg Terminal, Financial Analysis, Time Management, Research
Education
Indiana University Bloomington 2012 — 2016
Bachelor's degree, Finance and Real Estate
Lafayette Central Catholic High School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Merchants Bank of Indiana/ PR Mortgage and Investment Corp. May 2014 - August 2014
Purdue University: Office of Investments May 2013 - August 2013
Skills
Comfortable working..., Microsoft Word, Finance, Teamwork, Leadership, Bloomberg Terminal, Financial Analysis, Time Management, Research
Education
Indiana University Bloomington 2012 — 2016
Bachelor's degree, Finance and Real Estate
Lafayette Central Catholic High School 2008 — 2012
Michelle Jackson's Morgan Stanley Experience May 2006 - August 2006
Job Real Estate Broker at Indy Home Shop
Industry Real Estate
Experience
Indy Home Shop March 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. July 2014 - March 2015
Kilroy's on Kirkwood June 2007 - July 2014
TEAM Enterprises August 2006 - May 2007
Morgan Stanley May 2006 - August 2006
Eli Lilly and Company May 2005 - August 2005
Skills
Restaurants, Restaurant Management, Food & Beverage, Food Service, Bartending, Hospitality, Catering, Food, Customer Service, Banquets, Hospitality Management, Inventory Management, Wine, Time Management, Microsoft Office, Social Networking, Document Management, Sales, Account Management, Social Media, Microsoft Excel, Event Planning, Training, Public Speaking, Management, Leadership, Microsoft Word, Marketing
Education
Indiana University Bloomington
Bachelor of Science (B.S.), General Studies
Carmel High School 1999 — 2003
Indy Home Shop March 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. July 2014 - March 2015
Kilroy's on Kirkwood June 2007 - July 2014
TEAM Enterprises August 2006 - May 2007
Morgan Stanley May 2006 - August 2006
Eli Lilly and Company May 2005 - August 2005
Skills
Restaurants, Restaurant Management, Food & Beverage, Food Service, Bartending, Hospitality, Catering, Food, Customer Service, Banquets, Hospitality Management, Inventory Management, Wine, Time Management, Microsoft Office, Social Networking, Document Management, Sales, Account Management, Social Media, Microsoft Excel, Event Planning, Training, Public Speaking, Management, Leadership, Microsoft Word, Marketing
Education
Indiana University Bloomington
Bachelor of Science (B.S.), General Studies
Carmel High School 1999 — 2003
Stephen Patrick Dougherty Stephen Patrick Dougherty's Morgan Stanley Experience May 2014 - May 2014
Job Incoming Investment Banking Analyst at HSBC Global Banking and Markets
Industry Investment Banking
Experience
HSBC Global Banking and Markets August 2015 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Morgan Stanley May 2014 - May 2014
Memorial Sloan Kettering Cancer Center June 2013 - June 2013
Skills
Quantitative Analytics, Communication Skills, Microsoft Excel, Team Leadership, Social Networking, Teamwork, Time Management, Graphic Design, Finance, PowerPoint, Public Speaking, Communication
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE)
HSBC Global Banking and Markets August 2015 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Morgan Stanley May 2014 - May 2014
Memorial Sloan Kettering Cancer Center June 2013 - June 2013
Skills
Quantitative Analytics, Communication Skills, Microsoft Excel, Team Leadership, Social Networking, Teamwork, Time Management, Graphic Design, Finance, PowerPoint, Public Speaking, Communication
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE)
Josh McClung's Morgan Stanley Experience August 2009 - July 2011
Job Director of New Ventures at Cox Automotive
Industry Internet
Experience
Cox Automotive Inc. February 2015 - Present
World Economic Forum June 2013 - Present
Sandbox Industries August 2013 - February 2015
Sandbox Industries April 2013 - January 2014
Graceful Goodbye January 2013 - October 2013
KarpReilly, LLC August 2011 - December 2012
Morgan Stanley August 2009 - July 2011
Lehman Brothers July 2008 - July 2009
Skills
Venture Capital, Strategy, Start-ups, Strategic Partnerships, Entrepreneurship, Innovation Consulting, Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Investments, Private Equity, Financial Analysis, LBO, Corporate Development, Management, Corporate Finance, M&A experience, Due Diligence, Business Valuation, Capital Markets, Emerging Markets, Hedge Funds
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Finance
Cox Automotive Inc. February 2015 - Present
World Economic Forum June 2013 - Present
Sandbox Industries August 2013 - February 2015
Sandbox Industries April 2013 - January 2014
Graceful Goodbye January 2013 - October 2013
KarpReilly, LLC August 2011 - December 2012
Morgan Stanley August 2009 - July 2011
Lehman Brothers July 2008 - July 2009
Skills
Venture Capital, Strategy, Start-ups, Strategic Partnerships, Entrepreneurship, Innovation Consulting, Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Investments, Private Equity, Financial Analysis, LBO, Corporate Development, Management, Corporate Finance, M&A experience, Due Diligence, Business Valuation, Capital Markets, Emerging Markets, Hedge Funds
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Finance
Eileen Sullivan's Morgan Stanley Experience February 1999 - September 2000
Job Talent Acquisition Specialist at Roche Diagnostics
Industry Medical Devices
Experience
Roche February 2014 - Present
Lionbridge January 2011 - February 2014
Mack Financial Group October 2002 - October 2010
Capital Group September 2001 - October 2002
Charles Schwab September 2000 - August 2001
Morgan Stanley February 1999 - September 2000
Skills
Project Management, Process Development, Process Improvement, Microsoft Excel, Retirement, Budgets, Product Development, Program Management, Microsoft Office, Management, PowerPoint, Manufacturing, Process Simulation, Team Leadership, Six Sigma, Requirements Analysis, Business Process..., Talent Acquisition, Recruiting, Technical Recruiting, Testing, SDLC, Leadership
Education
Indiana University-Purdue University at Indianapolis
General Studies, Business Minor
Roche February 2014 - Present
Lionbridge January 2011 - February 2014
Mack Financial Group October 2002 - October 2010
Capital Group September 2001 - October 2002
Charles Schwab September 2000 - August 2001
Morgan Stanley February 1999 - September 2000
Skills
Project Management, Process Development, Process Improvement, Microsoft Excel, Retirement, Budgets, Product Development, Program Management, Microsoft Office, Management, PowerPoint, Manufacturing, Process Simulation, Team Leadership, Six Sigma, Requirements Analysis, Business Process..., Talent Acquisition, Recruiting, Technical Recruiting, Testing, SDLC, Leadership
Education
Indiana University-Purdue University at Indianapolis
General Studies, Business Minor
Bill Stamper's Morgan Stanley Experience
Job
Industry Financial Services
Experience
Morgan Stanley
Skills
Microsoft Office, Customer Service, Windows, Research, Outlook, Strategic Planning, Budgets
Education
Indiana University Bloomington
Bachelor's degree, Finance
Southport High School 1959 — 1963
Morgan Stanley
Skills
Microsoft Office, Customer Service, Windows, Research, Outlook, Strategic Planning, Budgets
Education
Indiana University Bloomington
Bachelor's degree, Finance
Southport High School 1959 — 1963
Sydney Rosenberg's Morgan Stanley Experience April 2014 - September 2014
Job College Intern at Morgan Stanley
Industry
Experience
Morgan Stanley April 2014 - September 2014
CEA Study Abroad January 2014 - April 2014
Arm Candy Jewelry January 2011 - August 2013
UBS June 2010 - August 2011
Skills
Social Media, Photography, Brand Awareness, Sales, iMovie, Photoshop, Social Networking, Fashion Design, Microsoft Technologies, Garageband, High Organizational..., Communication, Management, Spanish, Marketing Strategy, Marketing Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Business Management
Riverwood International Charter School 2007 — 2011
High School
Morgan Stanley April 2014 - September 2014
CEA Study Abroad January 2014 - April 2014
Arm Candy Jewelry January 2011 - August 2013
UBS June 2010 - August 2011
Skills
Social Media, Photography, Brand Awareness, Sales, iMovie, Photoshop, Social Networking, Fashion Design, Microsoft Technologies, Garageband, High Organizational..., Communication, Management, Spanish, Marketing Strategy, Marketing Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Business Management
Riverwood International Charter School 2007 — 2011
High School
Rich Lesser's Morgan Stanley Experience June 2010 - March 2012
Job Vice President at SkyBridge Capital
Industry Financial Services
Experience
SkyBridge Capital April 2012 - Present
Morgan Stanley June 2010 - March 2012
Skills
Valuation, Financial Modeling, Hedge Funds, Equities, Private Equity, Asset Management
Education
Indiana University - Kelley School of Business 2006 — 2010
Indiana University Bloomington
SkyBridge Capital April 2012 - Present
Morgan Stanley June 2010 - March 2012
Skills
Valuation, Financial Modeling, Hedge Funds, Equities, Private Equity, Asset Management
Education
Indiana University - Kelley School of Business 2006 — 2010
Indiana University Bloomington
Jeegar Maru Jeegar Maru's Morgan Stanley Experience July 2005 - June 2008
Job Technical Lead at On Deck Capital, Inc.
Industry Computer Software
Experience
On Deck Capital, Inc. May 2012 - Present
TheLadders.com June 2008 - April 2012
Morgan Stanley July 2005 - June 2008
Morgan Stanley July 2004 - June 2005
Indiana University 2003 - 2004
Indiana University 2002 - 2003
Skills
Java, Spring, Agile, Hibernate, iBatis, Tapestry, Grails, Groovy, Scala, Storm, TestNG, JUnit, Selenium, JSP, CSS, JavaScript, Ant, Mercurial, REST, Sybase, MySQL, MongoDB, Scrum, SQL, ActiveMQ, RabbitMQ, JMeter, JMS, Less, C, C++, Perl, XML, Jackrabbit (JCR), Ehcache, Web Development, Mobile Applications, Software Engineering, TDD, Object Oriented Design, Agile Methodologies, Test Driven Development, Continuous Integration, SOAP, Web Applications, Software Development, Databases, SOA, Spring Framework
Education
Indiana University Bloomington 2002 — 2004
MS, Computer Science
University of Mumbai 1998 — 2002
B.E., Computer Engineering
VJTI 1998 — 2002
BE, Computer Science
On Deck Capital, Inc. May 2012 - Present
TheLadders.com June 2008 - April 2012
Morgan Stanley July 2005 - June 2008
Morgan Stanley July 2004 - June 2005
Indiana University 2003 - 2004
Indiana University 2002 - 2003
Skills
Java, Spring, Agile, Hibernate, iBatis, Tapestry, Grails, Groovy, Scala, Storm, TestNG, JUnit, Selenium, JSP, CSS, JavaScript, Ant, Mercurial, REST, Sybase, MySQL, MongoDB, Scrum, SQL, ActiveMQ, RabbitMQ, JMeter, JMS, Less, C, C++, Perl, XML, Jackrabbit (JCR), Ehcache, Web Development, Mobile Applications, Software Engineering, TDD, Object Oriented Design, Agile Methodologies, Test Driven Development, Continuous Integration, SOAP, Web Applications, Software Development, Databases, SOA, Spring Framework
Education
Indiana University Bloomington 2002 — 2004
MS, Computer Science
University of Mumbai 1998 — 2002
B.E., Computer Engineering
VJTI 1998 — 2002
BE, Computer Science
Antonio Parisi's Morgan Stanley Experience May 1996 - May 1998
Job President and CEO at CashPak, LLC
Industry Marketing and Advertising
Experience
CashPak, LLC April 2007 - Present
Parisi's Italian Restaurant January 1981 - Present
University Outlet Shoppe June 2009 - March 2011
PJ Marketing Services, Inc. May 2003 - April 2008
DoD Contractor (Classified) May 2002 - May 2003
Lincoln Financial Group May 1998 - May 2002
Morgan Stanley May 1996 - May 1998
Skills
New Business Development, Market Research, Strategic Communications, Business Strategy, Strategic Planning, Management Consulting, Start-ups, Strategy Development, Marketing Strategy, Business Planning, Marketing Communications, Direct Mail, Online Marketing, Direct Marketing, Advertising
Education
University of Notre Dame 1994 — 1996
BS, Computer Science, Economics, Mathematics
Holy Cross College 1992 — 1994
AS, Computer Science / Economics
Indiana University Bloomington
Penn High School
CashPak, LLC April 2007 - Present
Parisi's Italian Restaurant January 1981 - Present
University Outlet Shoppe June 2009 - March 2011
PJ Marketing Services, Inc. May 2003 - April 2008
DoD Contractor (Classified) May 2002 - May 2003
Lincoln Financial Group May 1998 - May 2002
Morgan Stanley May 1996 - May 1998
Skills
New Business Development, Market Research, Strategic Communications, Business Strategy, Strategic Planning, Management Consulting, Start-ups, Strategy Development, Marketing Strategy, Business Planning, Marketing Communications, Direct Mail, Online Marketing, Direct Marketing, Advertising
Education
University of Notre Dame 1994 — 1996
BS, Computer Science, Economics, Mathematics
Holy Cross College 1992 — 1994
AS, Computer Science / Economics
Indiana University Bloomington
Penn High School
Chris Pruitt's Morgan Stanley Experience 2002 - 2004
Job MidMarket Account Executive at Pardot, a Salesforce.com Company
Industry Internet
Experience
Salesforce January 2015 - Present
Blue Dolphin Consulting September 2013 - January 2015
Membersuite, Inc. March 2014 - November 2014
LexisNexis January 2011 - September 2013
PR Newswire 2009 - 2010
comScore Networks 2008 - 2009
Jupiter Research 2004 - 2008
Morgan Stanley 2002 - 2004
Technology Marketing 1999 - 2002
Philips Business Information 1996 - 1999
Skills
Salesforce.com, CRM, SaaS, Online Advertising, SEO, Strategy, Sales Process, Management, Advertising, Business Development, SEM, Account Management, Marketing, Marketing Strategy, Sales Operations, New Business Development, Market Research, Web Analytics, Sales, Marketing Management, Business Intelligence, Mobile Marketing, Contract Negotiation, Lead Generation, Cloud Applications, Association Management..., Marketing Automation
Education
Indiana University
Bachelor of Arts (BA), Chemistry
Salesforce January 2015 - Present
Blue Dolphin Consulting September 2013 - January 2015
Membersuite, Inc. March 2014 - November 2014
LexisNexis January 2011 - September 2013
PR Newswire 2009 - 2010
comScore Networks 2008 - 2009
Jupiter Research 2004 - 2008
Morgan Stanley 2002 - 2004
Technology Marketing 1999 - 2002
Philips Business Information 1996 - 1999
Skills
Salesforce.com, CRM, SaaS, Online Advertising, SEO, Strategy, Sales Process, Management, Advertising, Business Development, SEM, Account Management, Marketing, Marketing Strategy, Sales Operations, New Business Development, Market Research, Web Analytics, Sales, Marketing Management, Business Intelligence, Mobile Marketing, Contract Negotiation, Lead Generation, Cloud Applications, Association Management..., Marketing Automation
Education
Indiana University
Bachelor of Arts (BA), Chemistry
Justin Hering's Morgan Stanley Experience April 2014 - Present
Job Executive Director at Morgan Stanley
Industry Telecommunications
Experience
Morgan Stanley April 2014 - Present
Citi July 2012 - April 2014
Citigroup July 2007 - June 2012
Citigroup October 2005 - July 2007
Citigroup August 2004 - October 2005
RLT Support, LLC June 1998 - August 2004
Skills
Vendor Management, Call Center, Avaya, VoIP, Telecommunications, Process Improvement, ACD, Risk Management, Data Center, Disaster Recovery, Program Management, Unified Communications, Cloud Computing, Team Leadership, Wireless, Call Centers, Project Planning, Cisco Technologies, Project Management, Service Delivery, PMO, Telephony
Education
Indiana Wesleyan University 2005 — 2007
MBA, Management, 3.9 GPA
Kentucky Wesleyan College 1993 — 1998
BM, Music, German
Park Ridge High School 1989 — 1993
Morgan Stanley April 2014 - Present
Citi July 2012 - April 2014
Citigroup July 2007 - June 2012
Citigroup October 2005 - July 2007
Citigroup August 2004 - October 2005
RLT Support, LLC June 1998 - August 2004
Skills
Vendor Management, Call Center, Avaya, VoIP, Telecommunications, Process Improvement, ACD, Risk Management, Data Center, Disaster Recovery, Program Management, Unified Communications, Cloud Computing, Team Leadership, Wireless, Call Centers, Project Planning, Cisco Technologies, Project Management, Service Delivery, PMO, Telephony
Education
Indiana Wesleyan University 2005 — 2007
MBA, Management, 3.9 GPA
Kentucky Wesleyan College 1993 — 1998
BM, Music, German
Park Ridge High School 1989 — 1993
J. Timothy Morris's Morgan Stanley Experience July 1988 - March 2013
Job Partner, Proprium Capital Partners, LLC
Industry Investment Management
Experience
Proprium Capital Partners March 2013 - Present
Morgan Stanley Investment Management 1998 - Present
Morgan Stanley July 1988 - March 2013
Skills
Real Estate, Investments, Investment Banking, Alternative Investments, Emerging Markets, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Asset Management, Fixed Income, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Financial Structuring, Credit, Mergers & Acquisitions
Education
Indiana University Bloomington 1984 — 1988
Bachelor of Science (B.S.), Finance
Proprium Capital Partners March 2013 - Present
Morgan Stanley Investment Management 1998 - Present
Morgan Stanley July 1988 - March 2013
Skills
Real Estate, Investments, Investment Banking, Alternative Investments, Emerging Markets, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Asset Management, Fixed Income, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Financial Structuring, Credit, Mergers & Acquisitions
Education
Indiana University Bloomington 1984 — 1988
Bachelor of Science (B.S.), Finance
Robert Bulas Robert Bulas's Morgan Stanley Experience July 1995 - July 2002
Job Institutional Investment Consultant at Morrison Fiduciary Advisors, Inc.
Industry Investment Management
Experience
Morrison Fiduciary Advisors, Inc. January 2004 - Present
Morgan Stanley July 1995 - July 2002
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investments, Due Diligence, Capital Markets, Venture Capital, Private Equity, Institutional, Institutional Consulting, Tactical Asset..., Institutional Portfolio..., Investment Management, Hedge Funds, Mutual Funds, Series 7, Investment Advisory, Asset Management
Education
Indiana University of Pennsylvania
BS, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Morrison Fiduciary Advisors, Inc. January 2004 - Present
Morgan Stanley July 1995 - July 2002
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investments, Due Diligence, Capital Markets, Venture Capital, Private Equity, Institutional, Institutional Consulting, Tactical Asset..., Institutional Portfolio..., Investment Management, Hedge Funds, Mutual Funds, Series 7, Investment Advisory, Asset Management
Education
Indiana University of Pennsylvania
BS, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Donna R Shumar's Morgan Stanley Experience 1995 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1995 - Present
Education
Indiana University-Purdue University at Indianapolis
Bachelor's, Business
Morgan Stanley 1995 - Present
Education
Indiana University-Purdue University at Indianapolis
Bachelor's, Business
Avi Goot's Morgan Stanley Experience July 2014 - July 2014
Job Equity Summer Analyst at Jefferies LLC
Industry Financial Services
Experience
Investment Banking and Capital Markets Workshop April 2014 - Present
Jefferies May 2015 - August 2015
Siemens May 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Indiana University August 2013 - May 2014
Lauth Investigations International Inc May 2013 - August 2013
Residence Halls Association, Indiana University September 2012 - April 2013
Skills
Capital Markets, Economic Research, Microsoft Excel, Research, Leadership, Business Studies, Bloomberg Equities..., Entrepreneurship, Chinese (Mandarin), Program Management, Access, Creative Direction, PowerPoint, Marketing, Finance, Analysis, Teamwork, Time Management
Education
Indiana University 2012 — 2016
Finance, Business, GPA: 3.70
Indiana University Bloomington 2008 — 2016
Bachelor of Science (B.S.), Finance
Investment Banking and Capital Markets Workshop April 2014 - Present
Jefferies May 2015 - August 2015
Siemens May 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Indiana University August 2013 - May 2014
Lauth Investigations International Inc May 2013 - August 2013
Residence Halls Association, Indiana University September 2012 - April 2013
Skills
Capital Markets, Economic Research, Microsoft Excel, Research, Leadership, Business Studies, Bloomberg Equities..., Entrepreneurship, Chinese (Mandarin), Program Management, Access, Creative Direction, PowerPoint, Marketing, Finance, Analysis, Teamwork, Time Management
Education
Indiana University 2012 — 2016
Finance, Business, GPA: 3.70
Indiana University Bloomington 2008 — 2016
Bachelor of Science (B.S.), Finance
Benjamin Grosser's Morgan Stanley Experience June 2015 - Present
Job Intern at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
vineyard vines May 2014 - August 2014
Reebok May 2012 - August 2013
West End House Camp June 2011 - August 2011
Skills
Sales, Leadership, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Apparel, Customer Service, Social Networking
Education
Indiana University Bloomington 2013 — 2017
Political Science and Government
Canton High School 2009 — 2013
High School
Morgan Stanley June 2015 - Present
vineyard vines May 2014 - August 2014
Reebok May 2012 - August 2013
West End House Camp June 2011 - August 2011
Skills
Sales, Leadership, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Apparel, Customer Service, Social Networking
Education
Indiana University Bloomington 2013 — 2017
Political Science and Government
Canton High School 2009 — 2013
High School
Mohit Talwar's Morgan Stanley Experience 2006 - 2007
Job Long Term Equities Ontario Teachers' Pension Plan
Industry Venture Capital & Private Equity
Experience
Greenbriar Equity Group LLC 2007 - 2010
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Investments, Business Strategy, Mergers & Acquisitions
Education
INSEAD
MBA
York University - Schulich School of Business
BBA, Finance
Greenbriar Equity Group LLC 2007 - 2010
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Investments, Business Strategy, Mergers & Acquisitions
Education
INSEAD
MBA
York University - Schulich School of Business
BBA, Finance
James Rottet's Morgan Stanley Experience February 2005 - October 2005
Job Network Analyst at Windstream
Industry Information Technology and Services
Experience
Windstream June 2014 - Present
Streetlinks/AppraiserVendor.com August 2011 - October 2013
Fed Ex January 2008 - August 2011
Heartland Institute March 2007 - October 2007
BNC Mortgage November 2005 - April 2006
Morgan Stanley February 2005 - October 2005
Full Spectrum Lending September 2003 - December 2004
GN Mortgage September 2002 - August 2003
Zeke's Landing Restaurant January 2001 - August 2002
Electronic Trading Group January 1999 - December 2000
Skills
Mortgage Lending, Finance, Management, Refinance, Loans, Budgets, Government, Public Policy, Community Outreach, Program Management, Real Estate, Mortgage Underwriting, Sales, Software Documentation, Strategic Planning, Risk Management, Team Building, Customer Satisfaction, Mortgage Banking, Underwriting, Financial Analysis, Residential Mortgages, Financial Modeling, Microsoft Word, Credit Risk, Policy Analysis, Leadership, Investments, Customer Service, Microsoft Office, Operations Management, Public Relations, Research, Team Leadership, Microsoft Excel, Economics, SDLC
Education
Indiana University Bloomington 1989 — 1993
BA, Political Science/Economics
University of Illinois Springfield 1994 — 1998
Masters, Public Administration
Moraine Valley Community College 2014 — 2015
Cisco Network Assoicate Certification, Cisco Network Technician
Windstream June 2014 - Present
Streetlinks/AppraiserVendor.com August 2011 - October 2013
Fed Ex January 2008 - August 2011
Heartland Institute March 2007 - October 2007
BNC Mortgage November 2005 - April 2006
Morgan Stanley February 2005 - October 2005
Full Spectrum Lending September 2003 - December 2004
GN Mortgage September 2002 - August 2003
Zeke's Landing Restaurant January 2001 - August 2002
Electronic Trading Group January 1999 - December 2000
Skills
Mortgage Lending, Finance, Management, Refinance, Loans, Budgets, Government, Public Policy, Community Outreach, Program Management, Real Estate, Mortgage Underwriting, Sales, Software Documentation, Strategic Planning, Risk Management, Team Building, Customer Satisfaction, Mortgage Banking, Underwriting, Financial Analysis, Residential Mortgages, Financial Modeling, Microsoft Word, Credit Risk, Policy Analysis, Leadership, Investments, Customer Service, Microsoft Office, Operations Management, Public Relations, Research, Team Leadership, Microsoft Excel, Economics, SDLC
Education
Indiana University Bloomington 1989 — 1993
BA, Political Science/Economics
University of Illinois Springfield 1994 — 1998
Masters, Public Administration
Moraine Valley Community College 2014 — 2015
Cisco Network Assoicate Certification, Cisco Network Technician
Nello P. Gamberdino II's Morgan Stanley Experience 2001 - 2004
Job Attorney/MLB Certified Agent/Recruiter/Employer Outreach
Industry Legal Services
Experience
Law Offices of Nello P. Gamberdino II, Ltd. May 2005 - Present
The John Marshall Law School July 2012 - Present
Morgan Stanley 2001 - 2004
Domann & Pittman LLC 1995 - 2001
Skills
Estate Planning, Baseball, Sports, Investments, Licensing, Marketing, Management, Negotiation, Coaching, Courts, Community Outreach, Athletics, Trials, Sports Management, Contract Negotiation, Sports Marketing
Education
The John Marshall Law School 1992 — 1995
JD, Law
Indiana University Bloomington 1986 — 1990
BA, Telecommunication
Loyola University - Rome Center 1989 — 1989
Communications
Loyola Academy 1982 — 1986
Law Offices of Nello P. Gamberdino II, Ltd. May 2005 - Present
The John Marshall Law School July 2012 - Present
Morgan Stanley 2001 - 2004
Domann & Pittman LLC 1995 - 2001
Skills
Estate Planning, Baseball, Sports, Investments, Licensing, Marketing, Management, Negotiation, Coaching, Courts, Community Outreach, Athletics, Trials, Sports Management, Contract Negotiation, Sports Marketing
Education
The John Marshall Law School 1992 — 1995
JD, Law
Indiana University Bloomington 1986 — 1990
BA, Telecommunication
Loyola University - Rome Center 1989 — 1989
Communications
Loyola Academy 1982 — 1986
Shane Merriweather's Morgan Stanley Experience May 2005 - August 2005
Job Fixed Income Portfolio Analyst, Wellington Management Company
Industry Investment Management
Experience
Columbia Management August 2007 - November 2011
Bank of America June 2006 - August 2007
Morgan Stanley May 2005 - August 2005
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business Economics & Public Policy Analysis
NCHS 1998 — 2002
International Baccalaureate
Columbia Management August 2007 - November 2011
Bank of America June 2006 - August 2007
Morgan Stanley May 2005 - August 2005
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business Economics & Public Policy Analysis
NCHS 1998 — 2002
International Baccalaureate
Jason Feierstein's Morgan Stanley Experience September 2008 - November 2009
Job Operations Manager at Amazon Web Services (Identity)
Industry Information Technology and Services
Experience
Amazon Web Services June 2014 - Present
Expedia January 2011 - June 2014
Expedia November 2009 - January 2011
Morgan Stanley September 2008 - November 2009
Moody's Investors Service July 2005 - September 2008
Coe-Truman Technologies 2002 - 2005
CoolSavings, Inc. 1999 - 2001
Education
Indiana University Bloomington 1995 — 1999
BS, Computer Information Systems
Amazon Web Services June 2014 - Present
Expedia January 2011 - June 2014
Expedia November 2009 - January 2011
Morgan Stanley September 2008 - November 2009
Moody's Investors Service July 2005 - September 2008
Coe-Truman Technologies 2002 - 2005
CoolSavings, Inc. 1999 - 2001
Education
Indiana University Bloomington 1995 — 1999
BS, Computer Information Systems
Eric Mark's Morgan Stanley Experience June 1997 - June 2001
Job Senior Analyst at BTG Pactual
Industry Investment Management
Experience
BTG Pactual September 2012 - Present
Vertis Communications January 2012 - September 2012
Moore Capital / James Caird Asset Management March 2008 - February 2011
Avenue Capital Group January 2007 - March 2008
UBS Global Asset Management June 2005 - January 2007
Goldman Sachs Asset Management January 2002 - June 2005
Morgan Stanley June 1997 - June 2001
U.S. Department of State January 1993 - June 1995
Skills
Distressed Debt, High Yield, Event-Driven Credit and..., Energy, Telecommunications, Special Situations, Hedge Funds, Equities, Debt Restructuring, Distressed M&A, Structured Finance, Capital Markets, Bonds, Credit, Investment Banking, Alternative Investments, Asset Management, Mergers & Acquisitions, Emerging Markets, Valuation, Banking, Leveraged Finance, Private Equity, Fixed Income, Securities, Investments, Credit Analysis, Financial Modeling, Portfolio Management, Equity Research, Buy-side, Restructuring, Financial Structuring, Financial Markets, LBO
Education
The University of Chicago 1995 — 1997
MBA, Finance, Statistics, International Business
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Statistics, International Business
Indiana University Bloomington 1991 — 1992
M.A., Economics (PhD-level coursework), Statistics, Arabic
Indiana University Bloomington 1986 — 1990
B.A., Economics, French literature
BTG Pactual September 2012 - Present
Vertis Communications January 2012 - September 2012
Moore Capital / James Caird Asset Management March 2008 - February 2011
Avenue Capital Group January 2007 - March 2008
UBS Global Asset Management June 2005 - January 2007
Goldman Sachs Asset Management January 2002 - June 2005
Morgan Stanley June 1997 - June 2001
U.S. Department of State January 1993 - June 1995
Skills
Distressed Debt, High Yield, Event-Driven Credit and..., Energy, Telecommunications, Special Situations, Hedge Funds, Equities, Debt Restructuring, Distressed M&A, Structured Finance, Capital Markets, Bonds, Credit, Investment Banking, Alternative Investments, Asset Management, Mergers & Acquisitions, Emerging Markets, Valuation, Banking, Leveraged Finance, Private Equity, Fixed Income, Securities, Investments, Credit Analysis, Financial Modeling, Portfolio Management, Equity Research, Buy-side, Restructuring, Financial Structuring, Financial Markets, LBO
Education
The University of Chicago 1995 — 1997
MBA, Finance, Statistics, International Business
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Statistics, International Business
Indiana University Bloomington 1991 — 1992
M.A., Economics (PhD-level coursework), Statistics, Arabic
Indiana University Bloomington 1986 — 1990
B.A., Economics, French literature
Robert Tull's Morgan Stanley Experience 1982 - 1996
Job President at Robert Tull and Co.
Industry Financial Services
Experience
Robert Tull and Co. September 2005 - Present
Factor Advisors, LLC August 2010 - April 2013
Old Mutual Global Index Trackers March 2010 - December 2010
Old Mutual Global Index Trackers September 2009 - March 2010
MacroMarkets September 2005 - September 2009
American Stock Exchange September 2000 - September 2005
Bankers Trust/Deutsche Bank May 1999 - June 2000
Deutsche Bank Securities March 1997 - May 1999
Deutsche Bank February 1996 - March 1997
Morgan Stanley 1982 - 1996
Skills
Product Development, Product Management, Product Design, Equities, Alternative Investments, ETFs, Options, Fixed Income, Prime Brokerage, Securities, Asset Management, Mutual Funds, Middle Office, Derivatives, Equity Derivatives, Structured Products, Financial Services, Investments, Asset Allocation, Trading, Investment Strategies, Trading Systems, Financial Markets, Series 63, Hedge Funds, Back Office, Series 7, Global Custody, Corporate Actions, Mergers & Acquisitions, Settlement, Portfolio Management, Capital Markets, Equity Trading, Electronic Trading, Structured Finance, Bloomberg, Investment Management, Trading Strategies, Bonds, Hedging
Education
Indiana University of Pennsylvania 1970 — 1971
Robert Tull and Co. September 2005 - Present
Factor Advisors, LLC August 2010 - April 2013
Old Mutual Global Index Trackers March 2010 - December 2010
Old Mutual Global Index Trackers September 2009 - March 2010
MacroMarkets September 2005 - September 2009
American Stock Exchange September 2000 - September 2005
Bankers Trust/Deutsche Bank May 1999 - June 2000
Deutsche Bank Securities March 1997 - May 1999
Deutsche Bank February 1996 - March 1997
Morgan Stanley 1982 - 1996
Skills
Product Development, Product Management, Product Design, Equities, Alternative Investments, ETFs, Options, Fixed Income, Prime Brokerage, Securities, Asset Management, Mutual Funds, Middle Office, Derivatives, Equity Derivatives, Structured Products, Financial Services, Investments, Asset Allocation, Trading, Investment Strategies, Trading Systems, Financial Markets, Series 63, Hedge Funds, Back Office, Series 7, Global Custody, Corporate Actions, Mergers & Acquisitions, Settlement, Portfolio Management, Capital Markets, Equity Trading, Electronic Trading, Structured Finance, Bloomberg, Investment Management, Trading Strategies, Bonds, Hedging
Education
Indiana University of Pennsylvania 1970 — 1971
Sarah E. Toomey's Morgan Stanley Experience May 2007 - August 2007
Job Manager Global Indirect Procurement at Levi Strauss & Co.
Industry Financial Services
Experience
Levi Strauss & Co. January 2015 - Present
Gap Inc. April 2012 - December 2014
Huron Consulting Group November 2009 - April 2012
Huron Consulting Group June 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Process Improvement, Business Strategy, Sourcing & Procurement, Contract Negotiations, Excel, Microsoft Office, Forecasting, Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Budgets, Contract Negotiation, Policy, Access, Data Analysis, Project Management, Strategy, Training, Project Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance with Math Minor
Levi Strauss & Co. January 2015 - Present
Gap Inc. April 2012 - December 2014
Huron Consulting Group November 2009 - April 2012
Huron Consulting Group June 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Process Improvement, Business Strategy, Sourcing & Procurement, Contract Negotiations, Excel, Microsoft Office, Forecasting, Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Budgets, Contract Negotiation, Policy, Access, Data Analysis, Project Management, Strategy, Training, Project Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance with Math Minor
Donald Nowak's Morgan Stanley Experience May 2008 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
UBS Financial Services March 1986 - May 2008
Education
Indiana University of Pennsylvania 1977 — 1981
Morgan Stanley May 2008 - Present
UBS Financial Services March 1986 - May 2008
Education
Indiana University of Pennsylvania 1977 — 1981
Joel T. Levenberg's Morgan Stanley Experience June 2010 - March 2013
Job Senior Compliance Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2013 - Present
Deutsche Bank March 2013 - October 2013
Morgan Stanley June 2010 - March 2013
Barclays Capital June 2009 - June 2010
Goldman Sachs March 2007 - April 2009
Citigroup Alternative Investments March 2004 - March 2007
Citigroup 2000 - 2005
Citigroup Private Bank 2000 - 2005
Citibank 1987 - 1994
Skills
Information Security, Change Management, Corporate Communications, Records Management, Risk Management, Operations Management, Internal Audit, Vendor Management, Business Analysis, Management, Strategy, IT Management, Security, Integration, Software Documentation, Project Management, Training
Education
Indiana University Bloomington 1972 — 1980
Ph.D., Languages
Middlebury College 1968 — 1972
B.A., Languages
E*TRADE Financial October 2013 - Present
Deutsche Bank March 2013 - October 2013
Morgan Stanley June 2010 - March 2013
Barclays Capital June 2009 - June 2010
Goldman Sachs March 2007 - April 2009
Citigroup Alternative Investments March 2004 - March 2007
Citigroup 2000 - 2005
Citigroup Private Bank 2000 - 2005
Citibank 1987 - 1994
Skills
Information Security, Change Management, Corporate Communications, Records Management, Risk Management, Operations Management, Internal Audit, Vendor Management, Business Analysis, Management, Strategy, IT Management, Security, Integration, Software Documentation, Project Management, Training
Education
Indiana University Bloomington 1972 — 1980
Ph.D., Languages
Middlebury College 1968 — 1972
B.A., Languages
Carrie Watts's Morgan Stanley Experience 2005 - 2008
Job Goldman SachsShort Term Interest Rate Sales
Industry Financial Services
Experience
Goldman Sachs May 2008 - Present
Goldman Sachs 2008 - 2010
Morgan Stanley 2005 - 2008
Skills
Fixed Income, Currency, Equities, Alternative Investments, Investments, Series 7, Capital Markets, Asset Managment, Hedge Funds, Private Equity, Financial Services, Securities
Education
Indiana University Bloomington 1996 — 2000
Goldman Sachs May 2008 - Present
Goldman Sachs 2008 - 2010
Morgan Stanley 2005 - 2008
Skills
Fixed Income, Currency, Equities, Alternative Investments, Investments, Series 7, Capital Markets, Asset Managment, Hedge Funds, Private Equity, Financial Services, Securities
Education
Indiana University Bloomington 1996 — 2000
Valerie Christine's Morgan Stanley Experience August 2004 - May 2005
Job Associate Relationship Coordinator Wealth Management Americas
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Deutsche Bank Securities May 2012 - Present
Piper Jaffrey June 2010 - May 2012
Deutsche Bank Securities August 2007 - June 2010
WaMu August 2005 - August 2007
Morgan Stanley August 2004 - May 2005
Asset Allocation & Management July 2000 - June 2004
Education
Indiana University Bloomington 1996 — 2000
Nazareth Academy 1992 — 1996
Deutsche Bank September 2015 - Present
Deutsche Bank Securities May 2012 - Present
Piper Jaffrey June 2010 - May 2012
Deutsche Bank Securities August 2007 - June 2010
WaMu August 2005 - August 2007
Morgan Stanley August 2004 - May 2005
Asset Allocation & Management July 2000 - June 2004
Education
Indiana University Bloomington 1996 — 2000
Nazareth Academy 1992 — 1996
Lori Juerling's Morgan Stanley Experience March 2001 - October 2004
Job Senior Marketing Assistant at Cushman & Wakefield
Industry Real Estate
Experience
(Formerly DTZ) April 2008 - Present
Jaffe Financial Services October 2004 - April 2008
Morgan Stanley March 2001 - October 2004
Skills
Real Estate, Real Estate Transactions, Marketing, Corporate Real Estate, Microsoft Excel, Real Estate Development, Investment Properties, Asset Managment, PowerPoint, Leases, Property Management, Financial Analysis, Disposition, Microsoft Office, Investments, Brokerage, Tenant, Location Intelligence, Commercial Real Estate, Contract Negotiation, Lease Administration, Due Diligence
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Science, College of Arts & Sciences - Merchandising
(Formerly DTZ) April 2008 - Present
Jaffe Financial Services October 2004 - April 2008
Morgan Stanley March 2001 - October 2004
Skills
Real Estate, Real Estate Transactions, Marketing, Corporate Real Estate, Microsoft Excel, Real Estate Development, Investment Properties, Asset Managment, PowerPoint, Leases, Property Management, Financial Analysis, Disposition, Microsoft Office, Investments, Brokerage, Tenant, Location Intelligence, Commercial Real Estate, Contract Negotiation, Lease Administration, Due Diligence
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Science, College of Arts & Sciences - Merchandising
Megan Anderson's Morgan Stanley Experience 2004 - 2005
Job Executive Assistant
Industry Financial Services
Experience
Keystone Capital, Inc. July 2009 - Present
UBS Private Wealth Management September 2007 - March 2009
UBS Financial Services June 2005 - September 2007
Morgan Stanley 2004 - 2005
Skills
Investments, Customer Relations, Excel, PowerPoint, Microsoft Office
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Sociology
Fremd Highschool 1993 — 1997
diploma
Keystone Capital, Inc. July 2009 - Present
UBS Private Wealth Management September 2007 - March 2009
UBS Financial Services June 2005 - September 2007
Morgan Stanley 2004 - 2005
Skills
Investments, Customer Relations, Excel, PowerPoint, Microsoft Office
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Sociology
Fremd Highschool 1993 — 1997
diploma
Shaun Knoch, AIF®'s Morgan Stanley Experience June 2004 - December 2005
Job Retirement Plan Visionary, Investment Guide, Financial Educator, Owner of Blackwood Investment Group
Industry Financial Services
Experience
Blackwood Investment Group, LLC January 2006 - Present
Blackwood Brewery Consultants February 2013 - Present
Morgan Stanley June 2004 - December 2005
Education
Indiana University Bloomington 1996 — 2000
Blackwood Investment Group, LLC January 2006 - Present
Blackwood Brewery Consultants February 2013 - Present
Morgan Stanley June 2004 - December 2005
Education
Indiana University Bloomington 1996 — 2000
Ryan Liebgott's Morgan Stanley Experience January 2004 - August 2006
Job Credit Analyst at Wells Fargo Equipment Finance
Industry Banking
Experience
Wells Fargo Equipment Finance 2006 - Present
Morgan Stanley January 2004 - August 2006
Skills
Credit, Credit Analysis, Portfolio Management, Financial Analysis, Series 7, Loans, Commercial Lending, Banking, Management, Commercial Banking, Credit Risk, Treasury Management, Equipment Leasing
Education
Northern Illinois University 2015 — 2018
Master of Business Administration (M.B.A.) - Expected
Indiana University Bloomington 2001 — 2003
Bachelor of Science (B.S.), Public Financial Management
Libertyville High School 1994 — 1998
Wells Fargo Equipment Finance 2006 - Present
Morgan Stanley January 2004 - August 2006
Skills
Credit, Credit Analysis, Portfolio Management, Financial Analysis, Series 7, Loans, Commercial Lending, Banking, Management, Commercial Banking, Credit Risk, Treasury Management, Equipment Leasing
Education
Northern Illinois University 2015 — 2018
Master of Business Administration (M.B.A.) - Expected
Indiana University Bloomington 2001 — 2003
Bachelor of Science (B.S.), Public Financial Management
Libertyville High School 1994 — 1998
Stephanie Rooney's Morgan Stanley Experience February 2001 - January 2013
Job Vice President at Morgan Stanley
Industry Construction
Experience
Morgan Stanley February 2001 - January 2013
Skills
Real Estate, Vendor Management, Risk Management, Project Management, Customer Service, Financial Analysis, Portfolio Management, Asset Management, Budgets, Facilities Management, Asset Managment, Strategic Planning, Financial Modeling
Education
Indiana University of Pennsylvania 1993 — 1997
Morgan Stanley February 2001 - January 2013
Skills
Real Estate, Vendor Management, Risk Management, Project Management, Customer Service, Financial Analysis, Portfolio Management, Asset Management, Budgets, Facilities Management, Asset Managment, Strategic Planning, Financial Modeling
Education
Indiana University of Pennsylvania 1993 — 1997
Edgardo Diaz-Marti's Morgan Stanley Experience January 2001 - March 2004
Job Attorney at Diaz Marti Law Office
Industry Financial Services
Experience
Diaz Marti Law Office March 2009 - Present
UBS FINANCIAL SERVICES March 2004 - March 2009
UBS International & Puerto Rico 2004 - 2009
Morgan Stanley January 2001 - March 2004
Skills
Employment Law, Investments, Retirement Planning, Strategic Financial..., Finance, Securities, Estate Planning, Financial Services, Wealth Management, Mergers & Acquisitions, Due Diligence, Equities, Corporate Law, Corporate Governance, Asset Management, Legal Writing, Legal Research, Restructuring, Financial Planning
Education
Inter American University School of Law 1986 — 1994
JD, Law
Indiana University Bloomington 1977 — 1981
BS, Finance
Diaz Marti Law Office March 2009 - Present
UBS FINANCIAL SERVICES March 2004 - March 2009
UBS International & Puerto Rico 2004 - 2009
Morgan Stanley January 2001 - March 2004
Skills
Employment Law, Investments, Retirement Planning, Strategic Financial..., Finance, Securities, Estate Planning, Financial Services, Wealth Management, Mergers & Acquisitions, Due Diligence, Equities, Corporate Law, Corporate Governance, Asset Management, Legal Writing, Legal Research, Restructuring, Financial Planning
Education
Inter American University School of Law 1986 — 1994
JD, Law
Indiana University Bloomington 1977 — 1981
BS, Finance
Lance Contrucci's Morgan Stanley Experience July 2009 - August 2013
Job Global Head of Business Continuity for Treasury at AIG
Industry Banking
Experience
AIG August 2013 - Present
Morgan Stanley July 2009 - August 2013
Societe Generale November 2008 - July 2009
Morgan Stanley August 2005 - February 2008
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Unicredit 1999 - 2000
Assistware 1998 - 1999
Knowledge Transfer International 1991 - 1998
Skills
Business Analysis, Disaster Recovery, Project Management, Business Continuity..., Business Continuity, Enterprise Software, Strategy, Software Documentation, Telecommunications, Training, Risk Management, Marketing, Vendor Management, Information Technology, Technical Writing, Analysis, Management
Education
Indiana University of Pennsylvania 1974 — 1978
Bachelor of Arts, English
AIG August 2013 - Present
Morgan Stanley July 2009 - August 2013
Societe Generale November 2008 - July 2009
Morgan Stanley August 2005 - February 2008
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Unicredit 1999 - 2000
Assistware 1998 - 1999
Knowledge Transfer International 1991 - 1998
Skills
Business Analysis, Disaster Recovery, Project Management, Business Continuity..., Business Continuity, Enterprise Software, Strategy, Software Documentation, Telecommunications, Training, Risk Management, Marketing, Vendor Management, Information Technology, Technical Writing, Analysis, Management
Education
Indiana University of Pennsylvania 1974 — 1978
Bachelor of Arts, English
Robb Wilner's Morgan Stanley Experience March 1999 - August 2003
Job Execitive Director Options Trader at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management August 1993 - Present
Morgan Stanley March 1999 - August 2003
Pershing November 1995 - March 1999
Skills
Options, Equity Derivatives, Trading, Capital Markets, Asset Management, Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Bloomberg, Securities, Equities, Derivatives, Fixed Income, ETFs, Hedge Funds, FINRA, Alternative Investments
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Public Finance
Morgan Stanley Wealth Management August 1993 - Present
Morgan Stanley March 1999 - August 2003
Pershing November 1995 - March 1999
Skills
Options, Equity Derivatives, Trading, Capital Markets, Asset Management, Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Bloomberg, Securities, Equities, Derivatives, Fixed Income, ETFs, Hedge Funds, FINRA, Alternative Investments
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Public Finance
Jason Kalmar's Morgan Stanley Experience September 2014 - Present
Job Assistant Vice President Associate Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Rosicki Rosicki and Associates December 2009 - December 2013
DIC Entertainment June 2007 - August 2007
Citi May 2003 - February 2005
Skills
Real Estate, Commercial Mortgage..., Credit Analysis, Real Estate Transactions, Bankruptcy, Legal Writing, Civil Litigation, Commercial Litigation, Westlaw, Corporate Law, Courts, Arbitration, Mediation, Licensing, Mortgage Lending, Risk Management
Education
Hofstra University School of Law 2005 — 2008
Doctor of Law (JD), Law
Indiana University Bloomington 1999 — 2003
Bachelor of Science (BS), Finance
Morgan Stanley September 2014 - Present
Rosicki Rosicki and Associates December 2009 - December 2013
DIC Entertainment June 2007 - August 2007
Citi May 2003 - February 2005
Skills
Real Estate, Commercial Mortgage..., Credit Analysis, Real Estate Transactions, Bankruptcy, Legal Writing, Civil Litigation, Commercial Litigation, Westlaw, Corporate Law, Courts, Arbitration, Mediation, Licensing, Mortgage Lending, Risk Management
Education
Hofstra University School of Law 2005 — 2008
Doctor of Law (JD), Law
Indiana University Bloomington 1999 — 2003
Bachelor of Science (BS), Finance
David Swerdloff's Morgan Stanley Experience May 2015 - Present
Job VP HRIT at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley July 2001 - August 2015
Reachcast March 2000 - June 2001
Parsons Brinckerhoff August 1998 - February 2000
Skills
Talent Management, HRIS, Human Resources, Deferred Compensation, PeopleSoft, Performance Management, Onboarding, Recruiting, Succession Planning, Talent Acquisition, Employee Relations, Employee Engagement, Employee Benefits, Workforce Planning, Change Management, Organizational..., Executive Pay, Personnel Management, Mergers & Acquisitions, Applicant Tracking..., SQL, Data Mining, Data Forensics
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Arts (B.A.), History
Morgan Stanley May 2015 - Present
Morgan Stanley July 2001 - August 2015
Reachcast March 2000 - June 2001
Parsons Brinckerhoff August 1998 - February 2000
Skills
Talent Management, HRIS, Human Resources, Deferred Compensation, PeopleSoft, Performance Management, Onboarding, Recruiting, Succession Planning, Talent Acquisition, Employee Relations, Employee Engagement, Employee Benefits, Workforce Planning, Change Management, Organizational..., Executive Pay, Personnel Management, Mergers & Acquisitions, Applicant Tracking..., SQL, Data Mining, Data Forensics
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Arts (B.A.), History
Brandon Falbe's Morgan Stanley Experience April 2004 - January 2006
Job Supervising Advisor at BKD CPAs & Advisors
Industry Banking
Experience
BKD CPAs & Advisors October 2012 - Present
JP Morgan January 2006 - October 2012
Morgan Stanley April 2004 - January 2006
Streetwise Promotions 2002 - April 2004
TBA Entertainment 1999 - 2002
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Money Guide Pro, Financial Analysis, Asset Allocation, Retirement, Investment Strategies, Personal Financial..., Investment Management, Wealth Management..., High Net Worth..., Portfolio Management, Strategic Financial..., 401k
Education
Indiana University Bloomington 1995 — 1999
BS, Sports Marketing and Management
BKD CPAs & Advisors October 2012 - Present
JP Morgan January 2006 - October 2012
Morgan Stanley April 2004 - January 2006
Streetwise Promotions 2002 - April 2004
TBA Entertainment 1999 - 2002
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Money Guide Pro, Financial Analysis, Asset Allocation, Retirement, Investment Strategies, Personal Financial..., Investment Management, Wealth Management..., High Net Worth..., Portfolio Management, Strategic Financial..., 401k
Education
Indiana University Bloomington 1995 — 1999
BS, Sports Marketing and Management
Sara Cetron's Morgan Stanley Experience September 2015 - Present
Job Vice President, Director of the Professional Alliance Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Wealth and Investment Management at Barclays May 2012 - September 2015
Wealth and Investment Management at Barclays September 2008 - May 2012
Lehman Brothers 2004 - September 2008
New York Stock Exchange 2002 - 2004
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Equities, FINRA, Fixed Income, Hedge Funds, KYC, Series 7, Securities, Series 24
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
French Culinary Institute 2003 — 2004
Certificate in Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Morgan Stanley September 2015 - Present
Wealth and Investment Management at Barclays May 2012 - September 2015
Wealth and Investment Management at Barclays September 2008 - May 2012
Lehman Brothers 2004 - September 2008
New York Stock Exchange 2002 - 2004
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Equities, FINRA, Fixed Income, Hedge Funds, KYC, Series 7, Securities, Series 24
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
French Culinary Institute 2003 — 2004
Certificate in Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Jordan Cahn's Morgan Stanley Experience May 2000 - July 2011
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald June 2013 - Present
UBS Securities Co., Ltd July 2011 - December 2012
Morgan Stanley May 2000 - July 2011
Bear Stearns April 1999 - May 2000
JPMorgan Chase March 1996 - April 1999
Libra Investments February 1995 - March 1996
Berlack, Israels & Liberman August 1992 - February 1995
Mayer Brown September 1989 - September 1992
Skills
Hedge Funds, Fixed Income, Credit, Syndications, Capital Markets, High Yield, Long/Short Debt & Equity, Alternative Investments, Global Macro, Investment Strategies, Short Sales, Special Situations, Leveraged Finance, Municipal Bonds, CLO, Credit Derivatives, CDS, Derivatives, Structured Finance, Index Arbitrage, Sovereign Debt, Convertible Arbitrage, Market Analysis, Financial Statement..., Chapter 11, Debt Restructuring, Corporate Finance, Legal Research, Legal Issues, Legal Advice, Legal Real Estate..., Legal Leveraged Lending, Bonds
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1981 — 1985
Bachelor's degree, International Relations and Affairs
Cantor Fitzgerald June 2013 - Present
UBS Securities Co., Ltd July 2011 - December 2012
Morgan Stanley May 2000 - July 2011
Bear Stearns April 1999 - May 2000
JPMorgan Chase March 1996 - April 1999
Libra Investments February 1995 - March 1996
Berlack, Israels & Liberman August 1992 - February 1995
Mayer Brown September 1989 - September 1992
Skills
Hedge Funds, Fixed Income, Credit, Syndications, Capital Markets, High Yield, Long/Short Debt & Equity, Alternative Investments, Global Macro, Investment Strategies, Short Sales, Special Situations, Leveraged Finance, Municipal Bonds, CLO, Credit Derivatives, CDS, Derivatives, Structured Finance, Index Arbitrage, Sovereign Debt, Convertible Arbitrage, Market Analysis, Financial Statement..., Chapter 11, Debt Restructuring, Corporate Finance, Legal Research, Legal Issues, Legal Advice, Legal Real Estate..., Legal Leveraged Lending, Bonds
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1981 — 1985
Bachelor's degree, International Relations and Affairs
Annalise Eberhart Heron's Morgan Stanley Experience October 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2009 - Present
Morgan Stanley March 2006 - October 2009
Morgan Stanley April 2001 - March 2006
Freelance Classical Musician August 1994 - September 2004
Morgan Stanley April 2000 - April 2001
Skills
Series 7, Securities, Fixed Income, Series 63, series 24, Supervision, Financial Policies &..., Registration, Surveillance, Securities Regulation, Business Communications, Policy Writing, Futures, Supplier Risk Management, Entitlements, Financial Risk, Derivatives, Series 24, Capital Markets, Portfolio Management, Trading Systems, Trading, Risk Management, Investment Banking, Management, Financial Services, Finance
Education
Indiana University Bloomington 1992 — 1994
Master of Music
Indiana University Bloomington 1987 — 1991
Bachelor of Music
Morgan Stanley October 2009 - Present
Morgan Stanley March 2006 - October 2009
Morgan Stanley April 2001 - March 2006
Freelance Classical Musician August 1994 - September 2004
Morgan Stanley April 2000 - April 2001
Skills
Series 7, Securities, Fixed Income, Series 63, series 24, Supervision, Financial Policies &..., Registration, Surveillance, Securities Regulation, Business Communications, Policy Writing, Futures, Supplier Risk Management, Entitlements, Financial Risk, Derivatives, Series 24, Capital Markets, Portfolio Management, Trading Systems, Trading, Risk Management, Investment Banking, Management, Financial Services, Finance
Education
Indiana University Bloomington 1992 — 1994
Master of Music
Indiana University Bloomington 1987 — 1991
Bachelor of Music
James Hennessy's Morgan Stanley Experience 1996 - 2006
Job Associate Vice President Commercial Real Estate
Industry Real Estate
Experience
University of Chicago September 2008 - Present
Broadway Partners 2005 - 2008
Morgan Stanley 1996 - 2006
Equitable/Morgan Stanley 1995 - 2004
Arthur Andersen LLP 1994 - 1995
Skills
Real Estate, Valuation, Commercial Real Estate, Dispositions, Portfolio Management, Due Diligence, Real Estate Development, Financial Modeling, Asset Management, Private Equity, Investments, Financial Analysis, Contract Negotiation, Real Estate Economics, Asset Managment, Strategic Planning, Real Estate Transactions
Education
Indiana University Bloomington 1990 — 1994
Business, Business and Real Estate
University of Chicago September 2008 - Present
Broadway Partners 2005 - 2008
Morgan Stanley 1996 - 2006
Equitable/Morgan Stanley 1995 - 2004
Arthur Andersen LLP 1994 - 1995
Skills
Real Estate, Valuation, Commercial Real Estate, Dispositions, Portfolio Management, Due Diligence, Real Estate Development, Financial Modeling, Asset Management, Private Equity, Investments, Financial Analysis, Contract Negotiation, Real Estate Economics, Asset Managment, Strategic Planning, Real Estate Transactions
Education
Indiana University Bloomington 1990 — 1994
Business, Business and Real Estate
J. Stuart Mitchell's Morgan Stanley Experience May 2014 - Present
Job Senior Vice President Wealth Management Corporate Retirement Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
UBS Financial Services Inc. May 1992 - May 2014
Education
Indiana University Bloomington
male high school
Morgan Stanley May 2014 - Present
UBS Financial Services Inc. May 1992 - May 2014
Education
Indiana University Bloomington
male high school
Deborah Hart's Morgan Stanley Experience October 1993 - Present
Job Chief Operating Officer North American Power & Gas at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley October 1993 - Present
Morgan Stanley October 1993 - Present
O&R Energy 1987 - 1993
Gulf Ohio Corporation 1985 - 1987
Skills
Energy, Management, Natural Gas, Commodity, Analysis, Derivatives, Gas, Options, Renewable Energy, Commodity Markets, Contract Negotiation, Due Diligence, Energy Industry, Asset Management, Capital Markets, Energy Markets, Fixed Income, Hedging, Risk Management
Education
Indiana University Bloomington 1974 — 1978
BA, Sociology
Morgan Stanley October 1993 - Present
Morgan Stanley October 1993 - Present
O&R Energy 1987 - 1993
Gulf Ohio Corporation 1985 - 1987
Skills
Energy, Management, Natural Gas, Commodity, Analysis, Derivatives, Gas, Options, Renewable Energy, Commodity Markets, Contract Negotiation, Due Diligence, Energy Industry, Asset Management, Capital Markets, Energy Markets, Fixed Income, Hedging, Risk Management
Education
Indiana University Bloomington 1974 — 1978
BA, Sociology
Jeff Decker's Morgan Stanley Experience February 2014 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Merrill Lynch May 2000 - February 2014
CoreStates Bank 1987 - 1998
Education
La Salle University 1989 — 1993
Master of Business Administration (MBA), Finance, General
Indiana University of Pennsylvania 1983 — 1987
BS, Consumer Affairs
Morgan Stanley February 2014 - Present
Merrill Lynch May 2000 - February 2014
CoreStates Bank 1987 - 1998
Education
La Salle University 1989 — 1993
Master of Business Administration (MBA), Finance, General
Indiana University of Pennsylvania 1983 — 1987
BS, Consumer Affairs
Aryeh Liwschitz's Morgan Stanley Experience March 1997 - February 2000
Job Finance and Risk Management Professional
Industry Financial Services
Experience
Credit Agricole CIB May 2013 - December 2014
Pierpont Amherst Securities May 2010 - April 2013
Calyon June 2007 - April 2010
Credit Suisse January 2006 - April 2007
RBS Greenwich Capital May 2004 - December 2005
Commerzbank AG August 2001 - May 2004
Aurora Software August 2000 - February 2001
Morgan Stanley March 1997 - February 2000
Bankers Trust March 1992 - August 1996
Dime Savings Bank August 1990 - June 1991
Skills
Interest Rate..., Fixed Income, Derivatives, Swaps, Bonds, Electronic Trading, Hedging, Credit Derivatives, Trading Systems, Options, Capital Markets, Trading, Rates, Investment Banking, Interest Rate Swaps, FX Options, Risk Management, Equity Derivatives, Hedge Funds, Bloomberg, Trading Strategies, Technical Analysis, Proprietary Trading, MBS, Market Risk, Structured Products, Portfolio Management, Equities, Financial Markets, Financial Services, Investments, Finance, Financial Risk, Securities, Asset Management, Structured Finance, Series 7
Education
Indiana University Bloomington 1986 — 1989
B.Sc., Operations Research
CFA Level I Candidate
The Hebrew University
The Hebrew University
Credit Agricole CIB May 2013 - December 2014
Pierpont Amherst Securities May 2010 - April 2013
Calyon June 2007 - April 2010
Credit Suisse January 2006 - April 2007
RBS Greenwich Capital May 2004 - December 2005
Commerzbank AG August 2001 - May 2004
Aurora Software August 2000 - February 2001
Morgan Stanley March 1997 - February 2000
Bankers Trust March 1992 - August 1996
Dime Savings Bank August 1990 - June 1991
Skills
Interest Rate..., Fixed Income, Derivatives, Swaps, Bonds, Electronic Trading, Hedging, Credit Derivatives, Trading Systems, Options, Capital Markets, Trading, Rates, Investment Banking, Interest Rate Swaps, FX Options, Risk Management, Equity Derivatives, Hedge Funds, Bloomberg, Trading Strategies, Technical Analysis, Proprietary Trading, MBS, Market Risk, Structured Products, Portfolio Management, Equities, Financial Markets, Financial Services, Investments, Finance, Financial Risk, Securities, Asset Management, Structured Finance, Series 7
Education
Indiana University Bloomington 1986 — 1989
B.Sc., Operations Research
CFA Level I Candidate
The Hebrew University
The Hebrew University
Wesley Nelson's Morgan Stanley Experience June 2004 - April 2005
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Scottrade July 2005 - June 2011
Morgan Stanley June 2004 - April 2005
Education
Indiana University of Pennsylvania 2000 — 2004
Finance
Charles Schwab July 2011 - Present
Scottrade July 2005 - June 2011
Morgan Stanley June 2004 - April 2005
Education
Indiana University of Pennsylvania 2000 — 2004
Finance
Brian Reis, MBA's Morgan Stanley Experience 2008 - 2010
Job Financial Analyst at United States Department of Defense
Industry Financial Services
Experience
United States Department of Defense 2010 - Present
Morgan Stanley 2008 - 2010
Miami Valley Hospital 2001 - 2007
Beavercreek Township Fire Department 1990 - 2005
Skills
Analysis, Finance, Management, Financial Analysis, Data Analysis, Leadership
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management
Wright State University 1996 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management
United States Department of Defense 2010 - Present
Morgan Stanley 2008 - 2010
Miami Valley Hospital 2001 - 2007
Beavercreek Township Fire Department 1990 - 2005
Skills
Analysis, Finance, Management, Financial Analysis, Data Analysis, Leadership
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management
Wright State University 1996 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management
David Rew's Morgan Stanley Experience 2001 - 2001
Job Domain Consultant at Aon
Industry Insurance
Experience
Aon March 2015 - Present
Aon April 2010 - Present
Senior Educators August 2008 - April 2010
SelectQuote Insurance Services July 2002 - October 2005
Morgan Stanley 2001 - 2001
Skills
Insurance, Health Insurance, Call Center, Vendor Management, Employee Benefits, Analytics, Account Management, Customer Service, Sales, Process Improvement, Medicare, Medicare Part D, Business Analysis, Benefits Administration, HMO, Call Centers, Coaching, Management, Leadership, Team Building, Training, Performance Management, Operations Management
Education
Indiana University Bloomington
Business Administration
New Providence High School
Aon March 2015 - Present
Aon April 2010 - Present
Senior Educators August 2008 - April 2010
SelectQuote Insurance Services July 2002 - October 2005
Morgan Stanley 2001 - 2001
Skills
Insurance, Health Insurance, Call Center, Vendor Management, Employee Benefits, Analytics, Account Management, Customer Service, Sales, Process Improvement, Medicare, Medicare Part D, Business Analysis, Benefits Administration, HMO, Call Centers, Coaching, Management, Leadership, Team Building, Training, Performance Management, Operations Management
Education
Indiana University Bloomington
Business Administration
New Providence High School
Leslie Berry's Morgan Stanley Experience May 2007 - June 2007
Job Sales Strategy, Quota Capacity Planning at Salesforce
Industry Market Research
Experience
Salesforce July 2015 - Present
SNL Financial November 2012 - April 2015
CSC October 2011 - May 2013
AVID August 2010 - September 2011
San Diego Rescue Mission December 2009 - June 2010
Centre City Development Corporation October 2009 - December 2009
Sweet Leaf Tea May 2008 - August 2008
Morgan Stanley May 2007 - June 2007
Skills
Salesforce.com, Marketo, CRM, WebEx, Adobe Connect, Guidestar, Blackbaud, Constant Contact, Google Analytics, Microsoft Word, Microsoft Excel, PowerPoint, Nefsis, Skype, Facebook, Twitter, Photoshop, FrontPage, Social Media Marketing, Social Networking, Program Management, Marketing, Strategy, Data Analysis, Business Strategy
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Education, Elementary Education
NSW, Australia Student Teaching 2009 — 2009
Student Teacher
Celas Maya in Xela,Guatemala 2008 — 2008
Spanish
Salesforce July 2015 - Present
SNL Financial November 2012 - April 2015
CSC October 2011 - May 2013
AVID August 2010 - September 2011
San Diego Rescue Mission December 2009 - June 2010
Centre City Development Corporation October 2009 - December 2009
Sweet Leaf Tea May 2008 - August 2008
Morgan Stanley May 2007 - June 2007
Skills
Salesforce.com, Marketo, CRM, WebEx, Adobe Connect, Guidestar, Blackbaud, Constant Contact, Google Analytics, Microsoft Word, Microsoft Excel, PowerPoint, Nefsis, Skype, Facebook, Twitter, Photoshop, FrontPage, Social Media Marketing, Social Networking, Program Management, Marketing, Strategy, Data Analysis, Business Strategy
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Education, Elementary Education
NSW, Australia Student Teaching 2009 — 2009
Student Teacher
Celas Maya in Xela,Guatemala 2008 — 2008
Spanish
Vishal Garg, PMP's Morgan Stanley Experience November 2012 - Present
Job IT Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley November 2012 - Present
Skills
CTI, Avaya, VoIP, Telecommunications, SIP, Call Center, Unified Communications, Solution Architecture, Pre-sales, Integration, ITIL, Requirements Analysis, Contact Centers, System Deployment, Leadership
Education
Nice Education Srvices 2013 — 2013
Nice Certified System Administrator, Nice Interaction Management
Project Management Institute (PMI) 2012 — 2012
PMP Certification, Project Management Professional
Indira Gandhi National Open University 2001 — 2004
MS in Computer Science (MCA), Information Technology
Morgan Stanley November 2012 - Present
Skills
CTI, Avaya, VoIP, Telecommunications, SIP, Call Center, Unified Communications, Solution Architecture, Pre-sales, Integration, ITIL, Requirements Analysis, Contact Centers, System Deployment, Leadership
Education
Nice Education Srvices 2013 — 2013
Nice Certified System Administrator, Nice Interaction Management
Project Management Institute (PMI) 2012 — 2012
PMP Certification, Project Management Professional
Indira Gandhi National Open University 2001 — 2004
MS in Computer Science (MCA), Information Technology
Leonard Chiang's Morgan Stanley Experience January 2007 - November 2007
Job Associate at Financial Guaranty Insurance Company
Industry Financial Services
Experience
Financial Guaranty Insurance Company November 2013 - Present
AXA Equitable August 2010 - November 2013
Credit Suisse February 2008 - September 2009
Morgan Stanley January 2007 - November 2007
Morgan Stanley October 2005 - December 2006
Simpkins & Simpkins, LLC August 2003 - October 2005
Skills
Financial Modeling, Equities, Strategic Financial..., Analysis, Finance, Management, Accounting, Account Reconciliation, Auditing, Investments, Budgets, Contract Negotiation, Mutual Funds, Accounts Payable, Accounts Receivable, Training, Valuation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance, Management & Global Business
Indiana University Bloomington 1999 — 2003
B.S., Public Policy with Finance concentration
Financial Guaranty Insurance Company November 2013 - Present
AXA Equitable August 2010 - November 2013
Credit Suisse February 2008 - September 2009
Morgan Stanley January 2007 - November 2007
Morgan Stanley October 2005 - December 2006
Simpkins & Simpkins, LLC August 2003 - October 2005
Skills
Financial Modeling, Equities, Strategic Financial..., Analysis, Finance, Management, Accounting, Account Reconciliation, Auditing, Investments, Budgets, Contract Negotiation, Mutual Funds, Accounts Payable, Accounts Receivable, Training, Valuation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance, Management & Global Business
Indiana University Bloomington 1999 — 2003
B.S., Public Policy with Finance concentration
Jennifer Zarchy's Morgan Stanley Experience December 1999 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 1999 - Present
Skills
Strategic Sourcing, Program Management, Contract Negotiation, Contract Management, Business Management, Process Improvement, Management, Vendor Relationships, Equities, Outsourcing, Risk Management, Vendor Management, Mergers & Acquisitions, Strategy, Business Analysis, Financial Services, Vendor Relationship..., IT Strategy, Project Management, Team Leadership
Education
Indiana University Bloomington
BM, MM
Morgan Stanley December 1999 - Present
Skills
Strategic Sourcing, Program Management, Contract Negotiation, Contract Management, Business Management, Process Improvement, Management, Vendor Relationships, Equities, Outsourcing, Risk Management, Vendor Management, Mergers & Acquisitions, Strategy, Business Analysis, Financial Services, Vendor Relationship..., IT Strategy, Project Management, Team Leadership
Education
Indiana University Bloomington
BM, MM
Vineet Menon's Morgan Stanley Experience June 2014 - Present
Job Associate, Operational Risk Management
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley January 2011 - June 2014
Morgan Stanley July 2006 - January 2011
Skills
Accounting, Excel, Equities, Access, Derivatives, Credit Risk, Financial Reporting, Microsoft Excel
Education
Indiana University Bloomington 2001 — 2006
Master of Business Administration (MBA), Accounting and Finance
Morgan Stanley June 2014 - Present
Morgan Stanley January 2011 - June 2014
Morgan Stanley July 2006 - January 2011
Skills
Accounting, Excel, Equities, Access, Derivatives, Credit Risk, Financial Reporting, Microsoft Excel
Education
Indiana University Bloomington 2001 — 2006
Master of Business Administration (MBA), Accounting and Finance
Ched Klein's Morgan Stanley Experience November 2013 - Present
Job VP Corporate Equity Solutions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 1990 - November 2013
Education
Indiana University Bloomington 1977 — 1979
Master's degree, Mathematics
State University of New York at Albany 1972 — 1976
Bachelor of Science (BS), Mathematics
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 1990 - November 2013
Education
Indiana University Bloomington 1977 — 1979
Master's degree, Mathematics
State University of New York at Albany 1972 — 1976
Bachelor of Science (BS), Mathematics
Brett Cohen's Morgan Stanley Experience May 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Indiana University September 2012 - May 2014
The Briad Group June 2013 - August 2013
Navigant Capital Advisors May 2012 - August 2012
Skills
Investment Management, Investment Strategies, Fixed Income, Asset Management, Investment Banking, Finance, Equities, Capital Markets, Derivatives, Real Estate, Bloomberg Terminal, Trading, Valuation, Financial Modeling, Bloomberg
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Morgan Stanley May 2014 - Present
Indiana University September 2012 - May 2014
The Briad Group June 2013 - August 2013
Navigant Capital Advisors May 2012 - August 2012
Skills
Investment Management, Investment Strategies, Fixed Income, Asset Management, Investment Banking, Finance, Equities, Capital Markets, Derivatives, Real Estate, Bloomberg Terminal, Trading, Valuation, Financial Modeling, Bloomberg
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Courtney Kanzinger's Morgan Stanley Experience July 2007 - February 2008
Job Associate, Peltin & Associates LLC
Industry Law Practice
Experience
Peltin & Associates LLC November 2013 - Present
Benesch Friedlander Coplan & Aronoff September 2011 - November 2013
Morgan Stanley July 2007 - February 2008
Indiana Council for Economic Education 2005 - 2007
Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Real Estate Transactions, Real Estate, Due Diligence, Research
Education
Indiana University School of Law - Indianapolis 2008 — 2011
J.D.
Indiana University-Purdue University at Indianapolis 2008 — 2011
Purdue University - Krannert School of Management 2004 — 2007
B.S., Honors Economics
Carmel High School 1999 — 2003
Peltin & Associates LLC November 2013 - Present
Benesch Friedlander Coplan & Aronoff September 2011 - November 2013
Morgan Stanley July 2007 - February 2008
Indiana Council for Economic Education 2005 - 2007
Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Real Estate Transactions, Real Estate, Due Diligence, Research
Education
Indiana University School of Law - Indianapolis 2008 — 2011
J.D.
Indiana University-Purdue University at Indianapolis 2008 — 2011
Purdue University - Krannert School of Management 2004 — 2007
B.S., Honors Economics
Carmel High School 1999 — 2003
Edward Currens's Morgan Stanley Experience July 2011 - Present
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Skills
Series 7, Financial Risk, Portfolio Management, Wealth Management, Financial Markets, Series 63, Investments, Financial Services
Education
Indiana University Bloomington 1989 — 1994
Bachelor's degree, Business Economics and Marketing
Morgan Stanley July 2011 - Present
Skills
Series 7, Financial Risk, Portfolio Management, Wealth Management, Financial Markets, Series 63, Investments, Financial Services
Education
Indiana University Bloomington 1989 — 1994
Bachelor's degree, Business Economics and Marketing
Kristin Skripek's Morgan Stanley Experience October 2006 - Present
Job VP at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2006 - Present
PFPC May 2005 - October 2006
PFPC June 2001 - May 2005
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Alternative Investments, Financial Statements, Private Equity, Account Reconciliation, Project Management, Accounting, Mutual Funds, Investments, Leadership, Management, Risk Management, Team Building, Derivatives
Education
Indiana University of Pennsylvania 1997 — 2001
BS, Accounting
Morgan Stanley October 2006 - Present
PFPC May 2005 - October 2006
PFPC June 2001 - May 2005
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Alternative Investments, Financial Statements, Private Equity, Account Reconciliation, Project Management, Accounting, Mutual Funds, Investments, Leadership, Management, Risk Management, Team Building, Derivatives
Education
Indiana University of Pennsylvania 1997 — 2001
BS, Accounting
Niki Zizzo's Morgan Stanley Experience 2006 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
HappyFeet North NJ January 2013 - September 2013
Morgan Stanley 2006 - 2010
Skills
Credit, Finance, Financial Analysis, Trading, Accounting
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, Finance and Economics
HappyFeet North NJ January 2013 - September 2013
Morgan Stanley 2006 - 2010
Skills
Credit, Finance, Financial Analysis, Trading, Accounting
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, Finance and Economics
Chris Stimming's Morgan Stanley Experience 2004 - 2009
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. May 2012 - Present
Barclays Wealth July 2009 - May 2012
Morgan Stanley 2004 - 2009
INVESCO Institutional N.A. 1996 - 2004
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Psychology, 3.8
Brebeuf Preparatory School 1986 — 1989
JP Morgan Chase Bank N.A. May 2012 - Present
Barclays Wealth July 2009 - May 2012
Morgan Stanley 2004 - 2009
INVESCO Institutional N.A. 1996 - 2004
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Psychology, 3.8
Brebeuf Preparatory School 1986 — 1989
Denise Thornburgh's Morgan Stanley Experience 2009 - 2012
Job Associate at Caissa Wealth
Industry Investment Management
Experience
Caissa Wealth Strategies September 2012 - Present
Morgan Stanley 2009 - 2012
UBS 2006 - 2009
Education
Indiana University Bloomington
Caissa Wealth Strategies September 2012 - Present
Morgan Stanley 2009 - 2012
UBS 2006 - 2009
Education
Indiana University Bloomington
David Xia's Morgan Stanley Experience April 2015 - Present
Job International Tax Manager at Morgan Stanley
Industry Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS