Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Morgan Stanley January 2012 - Present
Moore Capital Management June 2011 - December 2011
Thomson Reuters June 2009 - October 2009
Skills
Financial Analysis, VBA, Microsoft Excel, Finance
Education
Iona College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Oxford University 2009 — 2010
BT ROC Hungary August 2013 - Present
BT ROC Hungary October 2012 - August 2013
Self-employed January 2012 - September 2012
Morgan Stanley August 2008 - October 2011
Skills
Microsoft Excel, HTML, Finance, Photoshop, Excel Macro Programming, VBA, SQL, MySQL, CSS, JavaScript, jQuery, Java, PHP
Education
International Business School 2004 — 2008
Bachelor's degree, Finance, Marketing
Morgan Stanley May 2013 - Present
Morgan Stanley October 2011 - April 2013
Wizz Air February 2010 - June 2010
Skills
Microsoft Office, English, General Ledger, Microsoft Excel, Variance Analysis, Account Reconciliation, US GAAP, Financial Reporting, Financial Analysis, Financial Accounting
Education
Chamber of Hungarian Auditors 2012 — 2013
Chartered Accountant, Accounting
Institute of Technology, Carlow 2010 — 2011
Second Class Honours Grade 1 (level 8), International Business, 61
Óbuda University 2006 — 2011
BSc, Business Administration and Management, Business informatics discipline, 4
Actavis January 2010 - Present
Merck May 2005 - January 2010
Morgan Stanley September 1998 - May 2005
Skills
Onboarding, Talent Management, Talent Acquisition, Applicant Tracking..., Performance Management, Recruiting, Change Management, Technical Recruiting, Coaching, Internet Recruiting, Strategic Planning, Leadership, Vendor Management, Team Building, Executive Search
Education
Manhattanville College 2007 — 2010
Master of Science (M.S.), Human Resources Development
Iona College 1991 — 1995
Bachelor of Arts (B.A.), Public Relations
Bain & Company September 2008 - Present
OC&C Strategy Consultants September 2005 - July 2008
Greenwich Consulting August 2004 - August 2005
Diamond Management and Technology Consultants February 2001 - July 2004
Morgan Stanley July 1994 - August 1998
Skills
Due Diligence, Strategic Planning, Organizational Design, Management Consulting, Private Equity, Telecommunications, Retail, Consumer Products, Technology, Media, Strategy, Corporate Strategy, Customer Strategy, Performance Improvement, Hedge Funds, Sovereign Wealth Funds, Mergers & Acquisitions, Online Retail, Software, Wireless Network...
Education
INSEAD 2000 — 2000
MBA, Business Administration
University of Bristol 1991 — 1994
BSc (Hons), Economics
Dreyfus February 2014 - Present
J.P. Morgan Chase 2009 - January 2014
Morgan Stanley February 2011 - January 2012
Global Arena Capital March 2007 - October 2009
First Republic Group January 2008 - January 2009
Skills
Series 7, Hedge Funds, Equities, Bloomberg, Investments, Financial Analysis, Securities, Series 63, Valuation, Corporate Finance, Asset Managment, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Management, Finance
Education
Iona College 2002 — 2007
BA, Finance
Morgan Stanley August 2013 - Present
América Móvil June 2009 - August 2011
América Móvil June 2007 - June 2009
América Móvil October 2006 - June 2007
Skills
Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Financial Modeling, Financial Risk, Private Equity, Investments, Valuation, Capital Markets, Emerging Markets, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Business Administration and Management, General
Instituto Tecnológico Autónomo de México 2002 — 2006
Bachelor of Arts (B.A.), Economics
Fasken Martineau DuMoulin May 2014 - Present
Fasken Martineau DuMoulin LLP July 2013 - May 2014
Metro-Can Construction Ltd. February 2008 - August 2010
Royal Bank of Canada July 2006 - September 2006
Morgan Stanley June 2004 - August 2004
Skills
Corporate Law, Legal Writing, Legal Research, Private Equity, Start-ups, Legal Advice, Analysis, Intellectual Property, Corporate Governance, Investments, Securities, Due Diligence, Environmental Law, Microsoft Excel, Mining Law, Construction Law, Energy Law
Education
University of British Columbia, Faculty of Law 2010 — 2013
J. D. Candidate 2013, Law
University of British Columbia, Faculty of Applied Science 2004 — 2007
Bachelor of Applied Science in Integrated Engineering with a Minor in Commerce, Engineering and Commerce
Instituto Tecnológico de Buenos Aires 2000 — 2003
Industrial Engineering, Engineering
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley May 2012 - June 2014
Telerep September 2010 - February 2011
Skills
Finance, Project Management, Trading, Sales, Bloomberg, Fixed Income
Education
Iona College 2011 — 2012
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, Graduated
Iona College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Graduated
Johan Troye AS June 2010 - Present
Morgan Stanley August 2014 - August 2015
Travel Retail Norway AS (Owned by Gebr. Heinemann and Validus AS) June 2013 - August 2013
Forsvaret - Norwegian Armed Forces July 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Teamwork, Microsoft Excel, Windows, English, Analysis, Time Management, Economics, Project Planning, Public Speaking, Financial Analysis, Military, Finance, Customer Service
Education
International Business School 2012 — 2016
BA (HONS), Finance and Accounting program, Finance and Accounting
Fana Gymnas 2008 — 2011
Languages, Social Sciences and Economics studies, Allmennfag
OppenheimerFunds September 2011 - Present
Morgan Stanley February 2003 - September 2011
Technical Operations December 2001 - September 2011
Lehman Brothers December 2001 - February 2003
Skills
Video Conferencing, Streaming Media, Multimedia, IPTV, Audio Engineering, Cisco Technologies, Wireless Networking, Cabling, Telecommunications, Integration, Troubleshooting, Switches, Leadership, Management, Program Management, Microsoft Office, Data Center
Education
University of Maryland College Park
Bachelor of Arts, Film and Video Production
Future Media Concepts
Video Editing Certification
Institute of Audio Research
Video Technology Program
Berenson & Company July 2015 - Present
Tufts Student Resources January 2014 - January 2015
Tufts Financial Group August 2011 - October 2014
Morgan Stanley June 2014 - August 2014
BNP Paribas July 2013 - August 2013
Credit Suisse June 2012 - July 2012
Skills
Economics, Equity Research, Capital Markets, Equities, Corporate Finance, Bloomberg, Stata, Financial Analysis, Financial Modeling, Valuation, Emerging Markets
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA) - Economics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Visiting Student - Department of Finance
International Baccalaureate 2009 — 2011
United World College of South East Asia - International Baccalaureate Diploma
Morgan Stanley November 2006 - Present
Skills
Japanese, Office Management, Outlook, Translation
Education
国際基督教大学 2002 — 2006
Bachelors, Japanese Linguistics
Glen Rock High School 1998 — 2002
New York Life Insurance Company December 2013 - Present
Morgan Stanley Investment Management March 2000 - March 2013
Morgan Stanley 2000 - 2013
Joseph, Heldfond & Rix June 1984 - July 1987
Skills
Administrative..., Equities, Investments, Alternative Investments, Asset Management, Mutual Funds
Education
French Culinary Institute 1997 — 1998
Grand Diplome, Culinary Arts/Chef Training
Jeff Corey Acting Class 1979 — 1983
n/a, Acting
Signature Bank June 2007 - Present
Manhattan College January 2000 - June 2012
Morgan Stanley May 2005 - June 2007
Dime Saving Bank/ Washington Mutual September 1999 - May 2005
Charter Financial now Wells Fargo Equipment Finance 1996 - 1999
NatWest USA June 1985 - November 1996
Skills
Insurance, Private Banking, Portfolio Management, Training, Risk Management, Financial Analysis, Credit Analysis, Financial Modeling, Credit Risk, Banking, Corporate Finance, Loans, Commercial Banking, Operational Risk, Financial Services
Education
Iona College 1984 — 1988
MBA, Finance
Ramapo College of New Jersey 1979 — 1983
Bachelor of Arts, Politial Science
University of Vermont 1976 — 1978
Schreiber HS 1974 — 1976
Felföldi Confectionary Ltd. February 2014 - Present
Cushman & Wakefield September 2012 - September 2013
Synergon System Integrator April 2009 - July 2009
PwC January 2009 - February 2009
Morgan Stanley July 2008 - December 2008
Skills
Corporate Real Estate, Commercial Real Estate, Due Diligence, Market Analysis, Finance, Management, English, Negotiation, Sales, Contract Negotiation, Project Management, Market Research, Microsoft Office, Forecasting, Marketing
Education
International Business School 2010 — 2012
Master of Science (MSc), Financial Management, First Class
International Business School 2006 — 2010
Bachelor's degree, Finance and Accounting, First Class
Morgan Stanley June 2014 - Present
N/A October 2010 - August 2014
Iona College, Office of Admissions January 2011 - November 2013
Morgan Stanley June 2013 - August 2013
Scanbuy May 2011 - August 2011
Skills
Excel, Organizational..., PowerPoint, Salesforce.com, American Express, Persistent, Tech Savvy, Microsoft Excel, Finance, Facebook, Accounting, Event Planning, Sales, Social Media, Access, Analysis, Leadership, Management, Microsoft Word, Public Speaking, Time Management
Education
Iona College 2010 — 2014
Business-Finance, Minor in Marketing
Iona College, Hagan School of Business 2010 — 2014
Bachelor of Business Administration, Major Finance, Minor Marketing
Morgan Stanley September 2015 - Present
Mizuho Bank April 2014 - August 2015
J.P. Morgan May 2010 - March 2014
BNP Paribas January 2007 - March 2010
Marsh June 2006 - January 2007
Business Edge Solutions March 2006 - June 2006
UBS Investment Bank May 2005 - March 2006
Morgan Stanley May 2004 - May 2005
Spherion June 1999 - March 2003
Skills
Recruiting, Talent Management, Executive Search, Sourcing, Human Resources, Interviews, Vendor Management, Temporary Placement, Financial Services, Management Consulting, Hiring, Social Networking, Investment Banking, Outsourcing, Banking, Capital Markets, Finance, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Equities, Contract Recruitment
Education
Saint John's University 2010 — 2010
University of Phoenix 2006 — 2007
Masters HR Coursework
Iona College 1996 — 2000
BA
Morgan Stanley May 2002 - Present
Smith Barney Shearson 1999 - 2002
Smith Barney Shearson 1989 - 1999
Skills
Strategic Financial..., Retirement Planning, Investments, Tax, Alternative Investments, Finance, Financial Advisory, Series 7, Tax Law, IRAs, 401k, Securities, Estate Planning, Income Tax, Financial Services, Asset Allocation, FATCA, Series 63, Wealth Management, Cost Basis Reporting, Employee Training, Training Seminars
Education
Iona College 1980 — 1984
BBA, Accounting
Iona College
Bridgewater Associates 2010 - Present
GlobeOp Financial Services September 2008 - April 2009
Morgan Stanley February 2007 - February 2008
transammonia April 1986 - February 2007
Brandeis Intsel, a division of Pechiney Inc. May 1981 - April 1986
Skills
Derivatives, Portfolio Management, Hedge Funds, Accounting, Equities, Business Analysis, Vendor Management, Auditing, Finance, Analysis
Education
Iona College
MBA, Finance
Manhattan College
Bachelors, Accounting
Morgan Stanley September 2012 - Present
NESS Hungary Kft. November 2010 - August 2011
Niagara Fitness Club July 2010 - August 2010
Codreanca School of Sports 2006 - 2008
Skills
Risk Management, Counterparty Risk, Credit Risk, Hedge Funds, Mutual Funds, Financial Analysis, Financial Reporting, Corporate Finance, Management Consulting, Market Research, Investments, Financial Modeling
Education
International Business School 2008 — 2012
Bachelor's Degree, Finance and Accounting, 72
(e)mission control November 2013 - Present
Morgan Stanley June 2009 - October 2012
Procter & Gamble August 2008 - June 2009
Procter & Gamble March 2007 - August 2008
Skills
Finance, FX Derivatives, Logistics, Sales, Green Technology, Environmental Solutions, Mathematical Analysis, Analysis, Fixed Income, Strategy, Investments, Start-ups, Financial Analysis
Education
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Applied Science (BASc), Applied Mathematics
Universidad Carlos III de Madrid
Bachelor of Applied Science (BASc), International Economics and Finance
Morgan Stanley July 2014 - Present
MIT Sloan School of Management August 2012 - June 2014
Morgan Stanley June 2013 - August 2013
Deutsche Bank April 2010 - August 2012
RBS Global Banking & Markets September 2008 - April 2010
Skills
FX Options, Derivatives, Interest Rate..., Swaps, Fixed Income, Financial Markets, Credit Derivatives, FX trading, Trading, Bloomberg, Quantitative Finance, Currency, Bonds, Hedging, Leveraged Finance, Corporate Finance, Financial Modeling, Economics, Private Equity, Investment Banking, Capital Markets
Education
MIT Sloan School of Management 2012 — 2014
MBA Candidate 2014, Finance, General
ITAM 2004 — 2008
Bachelor's degree, Actuary
Universita La Sapienza, Roma 2007 — 2007
Exchange Student, Actuarial Science
Morgan Stanley August 2015 - Present
Bitave Lab May 2013 - August 2013
Citi June 2013 - July 2013
Penn Genome Frontiers Institute June 2012 - August 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering (BSE), Computer Science
Seoul International School 2010 — 2011
International School of Brussels 2008 — 2010
Lexmark International Technology Hungary Ltd. June 2015 - Present
AIG January 2015 - June 2015
AIG May 2014 - December 2014
AIG July 2013 - May 2014
Morgan Stanley August 2011 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Financial Accounting, Corporate Finance, English, Microsoft Excel, Team Leadership, Strategic Planning, Financial Analysis, Customer Service, Financial Reporting, Accounting, Finance, Account Reconciliation, General Ledger, Payroll, Forecasting, Competitive Analysis
Education
International Business School 2009 — 2013
Bachelor of Arts (B.A.)
Morgan Stanley September 2012 - Present
Glass, Lewis & Co. February 2012 - September 2012
Skills
Financial Analysis, Market Research, Portfolio Management, Wealth Management, Financial Modeling, Asset Allocation, Financial Reporting, Corporate Governance, Zephyr Style Advisor, Microsoft Excel, PowerPoint, Databases, Microsoft Office, Competitive Analysis, Wealth Preservation..., Wealth Accumulation..., Mutual Funds, Bond Markets, Equity Capital Markets, ETFs, Research, Analysis, Data Analysis, Fashion Design, Product Management, Finance, Securities, Valuation, Equities, Investments, Economics
Education
Santa Clara University - Leavey School of Business 2008 — 2011
Masters in Business Administration
International Academy of Design and Technology-Henderson 2004 — 2007
Bachelors, Fashion Design
Morgan Stanley May 2014 - Present
KRKA October 2012 - May 2014
ExxonMobil June 2011 - October 2012
Healthware Tanacsado Kft January 2010 - July 2010
Millennium Series Ltd August 2006 - December 2009
Skills
Financial Reporting, Financial Accounting, Accounting, SAP, Financial Analysis, Microsoft Office, Microsoft Office 2007, VBA, Navision, IFRS, Teamwork, Data Analysis, Project Management, Management, Budgets
Education
Institute of Technology, Carlow 2010 — 2011
Bachelor of International Business, B
University of Obuda 2007 — 2011
Economics, Business Management and Economics, A
Erkel Ferenc Gimnazium 2001 — 2005
high school graduation, A
Sojitz Corporation September 2014 - Present
Freelance September 2013 - August 2014
Freelance October 2011 - May 2012
Centre for Digital Media at Great Northern Way Campus August 2010 - May 2011
Robert Walters New Zealand January 2008 - May 2010
Robert Walters Japan May 2007 - November 2007
Morgan Stanley March 2005 - March 2007
Independent Contractor April 2005 - December 2005
Skills
Translation, Interpretation, Administration, Japanese, English, Research, Proofreading, Foreign Languages, Microsoft Office, Multilingual, German, Creative Writing, Screenwriting, Language Teaching, Social Media, Management, Writing, Editing, Interviews, Film
Education
Vancouver Film School 2012 — 2013
Writing for Film and Television, Film and Television
International Christian University 2003 — 2007
BA, Anthropology
Vienna International School 1998 — 2003
International Baccalaureate
Morgan Stanley 2007 - Present
Hewlett-Packard 2003 - 2006
Education
INSEAD
MBA
Williams College
History and Political Science
Evercore January 2015 - Present
CrowdSurge February 2014 - January 2015
RBC Capital Markets June 2010 - February 2014
Monarchia Matt International October 2009 - June 2010
NMC Financial Services, LLC December 2008 - May 2010
CRG Partners October 2008 - February 2010
Gerson Lehrman Group October 2008 - January 2010
Monarchia Matt International September 2008 - October 2009
Morgan Stanley July 1999 - January 2008
Goldman Sachs January 1999 - June 1999
Education
French Culinary Institute 2012 — 2012
Restaurant Management
New York University 1994 — 1998
Bachelor's degree
Walt Whitman HS 1990 — 1994
Morgan Stanley Associate DirectorGlobeOp Financial ServicesJanuary 2003 - March 2008
CIBC Oppenheimer September 2000 - January 2003
ING May 1998 - July 2000
Education
Iona College 2001 — 2002
MBA, Financial Management
St. Francis College 1995 — 1999
MS
Morgan Stanley June 2012 - Present
Professional Audio April 2005 - June 2012
Ace Integrated Systems Group March 1998 - April 2003
Skills
Program Management, New Business Development, Strategic Planning, Telecommunications
Education
Institute of Audio Research
Audio Engineer Degree, Multimedia
Rutgers University
Multimedia Production
Google October 2014 - Present
Google June 2013 - September 2014
Google February 2011 - November 2013
Google May 2008 - December 2010
Morgan Stanley June 2006 - May 2008
CNBC June 2003 - September 2003
UNESCO January 2003 - May 2003
Vogue September 2002 - January 2003
Skills
Strategy, Marketing, Emerging Markets, Online Advertising, Market Research, Social Media Marketing, Online Marketing, Asia Pacific, Social Media, Mobile Marketing, Japanese market, Product Marketing, Investment Banking, Real Estate Investment..., PowerPoint, Microsoft Office, Microsoft Excel, Management, Integrated Marketing, Digital Marketing, Business Strategy, Mobile Devices, Japan Securities..., Integrated Brand..., B2B Marketing, Advertising Agency, Marketing Strategy, Product Management
Education
Stanford University 2004 — 2006
Bachelor of Arts (BA), Communication and Media Studies, International Relations, 3.86
International Christian University 2000 — 2004
Bachelor of Science (BS), International Relations and Affairs, 3.85
INSEAD
Certificate of Post-Graduate Marketing Education by Google’s Marketing Academy at INSEAD, Marketing
Deloitte June 2010 - Present
Morgan Stanley September 2007 - February 2008
MasterCard Worldwide November 1998 - September 2007
Iona College November 1997 - November 1998
Oxford Health Plans June 1996 - November 1997
Skills
Program Management, Management, Budgets, Event Management, Vendor Management, Marketing, Procurement, Event Planning, Training, Contract Negotiation, Strategic Planning, Project Management, Strategy, Negotiation, Proposal Writing, Sales, Customer Service, Process Scheduler, Project Planning, Analysis, Leadership, Process Improvement, Team Building, Hospitality, Meeting Planning, Fundraising, Marketing Communications, Marketing Strategy
Education
Iona College 1991 — 1996
B.S., Biology, Biology, General
St. Catharine 1987 — 1991
Regents Diploma, High School Studies
TIAA-CREF August 2015 - Present
TD Private Bank April 2013 - April 2015
Wells Fargo Private Bank May 2010 - April 2013
US Trust/Bank of America Private Wealth Management June 2006 - March 2009
Citizens Financial Group, Inc. January 2004 - April 2006
Morgan Stanley April 1998 - January 2004
Merrill Lynch August 1989 - April 1998
Skills
Wealth Management, Investments, Portfolio Management, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Retirement Planning, New Business Development, Meteorology, Weather Forecasting, Management, Teamwork, Investment Strategies, Leadership, Tax, Securities, Comprehensive Wealth..., Project Management, Holistic Financial..., Broadcast Television
Education
Iona College 1985 — 1989
BA-Communications, Communication and Media Studies
Noble Americas Corp. November 2014 - Present
Morgan Stanley Wealth Management August 2013 - November 2014
Morgan Stanley November 2011 - August 2013
AllianceBernstein August 2011 - November 2011
Chase Bank 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Fixed Income, Financial Accounting, Financial Services, Budgeting, Bloomberg, Customer Relations, Vlookup, Pivot Tables, Sales, Microsoft Office, Excel, Word, Access, PowerPoint, Accounts Receivable, Essbase, Mas 90, Forecasting, General Ledger, Metrics, Asset Management, Billing Process, Accounting
Education
Iona College 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Iona College 2004 — 2008
BBA, Finance
Morgan Stanley August 2006 - Present
Morgan Stanley November 2005 - August 2006
Tremont Capital Management March 2004 - November 2005
Clarfeld Financial Advisors December 2002 - March 2004
Clarfeld Financial Advisors June 2001 - November 2002
Skills
Analysis, Finance, Strategy, Management, Leadership, Fixed Income, Due Diligence, Project Management, Strategic Financial..., Portfolio Management, Team Management, Mutual Funds, Hedge Funds, Auditing, Google Analytics, MS Excel Pivot Tables, HTML, CSS
Education
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Bloomberg LP May 2014 - Present
KPMG US November 2013 - May 2014
Active International March 2013 - November 2013
Morgan Stanley May 2011 - July 2012
Morgan Stanley February 2010 - May 2011
New York Dragons January 2009 - July 2009
New York Dragons October 2008 - July 2009
New York Jets August 2008 - November 2008
New York Mets June 2008 - October 2008
New York Dragons January 2008 - June 2008
Skills
Strategic Planning, In Service Training, Client Needs Assessment, Client Relationship..., Negotiation, Forecasting, Market Analysis, Marketing Strategy, Print Production..., Brand Management, Market Research, Market Planning, Brand Development, Strategic Partnerships, Strategy Development, Analytics, Strategy, CRM, Marketing, Management, Leadership, Advertising, Sales, Email Marketing, Social Media, Social Media Marketing, Event Planning, Microsoft Office, Customer Service, Online Marketing, Digital Media
Education
Iona College 2009 — 2012
MBA, Marketing
Long Island University, C.W. Post Campus
BS, Business Management
North Rockland High School
Thomson Reuters January 2012 - Present
Various - Non-Profit, Education, Social Services, Small Business June 2011 - Present
Thomson Reuters August 2010 - December 2011
Thomson Reuters September 2007 - August 2010
Thomson Reuters 2006 - 2007
Thomson Reuters 2002 - 2006
Citigroup 2000 - 2002
Morgan Stanley 1994 - 1999
Skills
Chartered Financial..., Project Management..., Pragmatic Marketing..., PMP, Business Analysis, Marketing, Business Development, Professionals, Product Management, Project Management, Chartered Financial..., Business Strategy, Financial Markets, Strategic Planning, Financial Services, Strategy, Management, Competitive Analysis, Strategic Partnerships, Equities, Program Management, Fixed Income, CRM, Product Development, Leadership, Requirements Analysis, New Business Development, SDLC, Analytics, SaaS, Project Planning, Market Data, Training, Analysis, Mergers, Sales, Finance, Organizational..., Start-ups, Mergers
Education
INSEAD 1999 — 2000
MBA
Sophia University
BA, Business
The Andrews School
Royal Bank of Scotland May 2015 - Present
Millennium Partners April 2012 - March 2014
Alliance Bernstein May 2000 - September 2011
BSCH/Santander Investements April 1997 - May 2000
Morgan Stanley September 1994 - April 1997
Kidder Peabody 1991 - 1994
Smith Barney 1988 - 1990
Skills
Leadership, Vendor Management, ITIL, Infrastructure, Disaster Recovery, Information Technology, Asset Management, IT Management, Data Center, Budgets, Trading Systems, Business Analysis, IT Strategy, Business Continuity, Enterprise Architecture, Process Improvement, IT Infrastructure..., Strategic Roadmaps, Project Management, Market Data, Equities, Unix, Active Directory, Outsourcing, Governance, SDLC
Education
Iona College 1984 — 1988
BBA, Management Information Systems
Blessed Sacrament HS
Morgan Stanley December 2013 - Present
Iona College July 2012 - November 2013
Iona College October 2011 - June 2012
Dominican College August 2010 - October 2011
Chelsea Piers May 2010 - August 2010
Chelsea Piers May 2008 - May 2010
Chelsea Piers May 2006 - May 2008
Skills
Event Planning, Nonprofits, Media Relations, Program Development, Social Media, PowerPoint, Fundraising, Public Relations, Higher Education, Social Networking, Event Management, Project Planning, Microsoft Excel, Facebook, Press Releases, Management
Education
Iona College 2009 — 2013
MA, Public Relations
Manhattan College 2004 — 2008
BA, Communications, Business
Microsoft September 2015 - Present
The Boston Consulting Group March 2013 - Present
INSEAD January 2012 - December 2012
John Deere July 2012 - August 2012
Credit Suisse June 2010 - September 2011
JP Morgan October 2008 - June 2010
Lehman Brothers May 2008 - October 2008
Morgan Stanley March 2005 - October 2008
Skills
Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Strategic Planning, Leadership, New Business Development, CRM, Management, Business Intelligence, Project Management, Management Consulting, Strategy, Consulting, Analytics, Business Development, Analysis
Education
INSEAD 2012 — 2012
MBA, General Management
UP Technical University in 2004 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering, Honors, Top 2% of class, secured 1st rank in final year
Citi April 2014 - Present
Csenge Advisory Group July 2013 - October 2013
Edward Jones July 2009 - July 2013
Relay for Life Dunedin/American Cancer Society October 2011 - 2012
Independent Purchasing Cooperative February 2001 - May 2008
Morgan Stanley May 1996 - January 2001
Muriel Siebert & Co., Inc. September 1993 - January 1996
Lehman Brothers April 1991 - September 1993
Phibro Energy, Inc./Solomon Brothers August 1989 - March 1991
Toshoku America Inc. July 1988 - July 1989
Skills
Business Analysis, Leadership, Software Documentation, Training, Risk Management, Negotiation, Sales, Vendor Management, Software Project..., Visio, SharePoint, Project Management, Program Management, Process Improvement, CRM, Business Process..., Team Building
Education
Villanova University 2007 — 2008
Project Management
Iona College
B.S., Economics
University of Alberta November 2013 - Present
Edmonton Indonesian Community Association November 2009 - Present
Athabasca University September 2009 - November 2013
Tucows July 2009 - September 2009
Keane June 2006 - December 2008
Morgan Stanley June 2006 - December 2008
Group Aquitaine Limited July 2006 - September 2008
Investor Risk Management June 1998 - March 2006
University of Illinois at Urbana-Champaign September 1996 - May 1998
Skills
Requirements Analysis, Integration, Decision Support, Linux, Operating Systems, System Administration, Virtualization, Troubleshooting, Problem Solving, Perl, Apache, ITIL, HTML, Web Development, MySQL, Databases, PostgreSQL, Scripting, Shell Scripting, WebDAV, Wikis, Social Networking, Network Administration, Security, Software Documentation
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Master, Computer Science
1988 — 1993
Sarjana Sains, Mathematics, Theory of Computation
Morgan Stanley June 2014 - Present
Credit Suisse January 2013 - June 2014
Credit Suisse April 2011 - December 2012
Credit Suisse May 2008 - March 2011
Credit Suisse June 2007 - August 2007
ENI Group (Saipem) February 2004 - October 2006
General Electric August 2003 - February 2004
Italian Navy January 2002 - March 2003
Skills
Mergers, Corporate Finance, Investment Banking, Oil, Financial Modeling, Valuation, Capital Markets, Energy, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Oil & Gas Industry, Private Equity, LBO
Education
INSEAD 2007 — 2007
MBA, Finance, Strategy and General Mgnt
Università di Pisa 1985 — 2001
MEng, Aerospace Engineering
Partners in Performance September 2015 - Present
Peace Corps October 2012 - February 2014
Deutsche Bank March 2012 - October 2012
Morgan Stanley June 2010 - January 2012
Morgan Stanley January 2009 - June 2010
Morgan Stanley June 2007 - December 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Master of Business Administration (M.B.A.), Semester Exchange
INSEAD 2014 — 2015
Master of Business Administration (M.B.A.)
Wagner College 2003 — 2007
Bachelor's, Economics & International Affairs
Morgan Stanley May 2006 - Present
Fieldwork, Inc. January 2006 - May 2007
Skills
Hedge Funds, Derivatives
Education
Iona College 2003 — 2007
Bachelor of Business Administration (BBA), International Business, Economics
HandScape Inc August 2015 - Present
Zareason June 2014 - Present
Study Abroad Corner January 2015 - Present
UC Davis April 2014 - January 2015
UC Davis October 2013 - December 2014
Morgan Stanley July 2014 - August 2014
Zareason November 2013 - June 2014
UC Davis June 2013 - June 2014
UC Davis March 2013 - April 2014
UC Davis November 2012 - March 2014
Skills
Social Media, Photoshop, Event Planning, Microsoft Office, Marketing, Advertising, PowerPoint, Teamwork, Social Networking, Facebook, Blogging, Critical Thinking, Marketing Communications, Marketing Strategy, Project Management, Market Research, Graphic Design, Economics, Adobe Creative Suite, Organizational..., InDesign, Illustrator, Photography, Email Marketing, Business Writing, Web Design, Ethical Leadership, Social Responsibility, Organizational..., Economic Research, Google Adwords, Ethical Decision Making, Video Editing, Stata, Diversity, SEO, SEM, Academic Advising, Google Analytics, SQL, Customer Loyalty, Online Communications, Targeted Advertising, Crowdfunding, Press Releases, Guerrilla Marketing, Database Marketing, Product Marketing, Start-ups, Brand Development
Education
University of California, Davis 2012 — 2014
Bachelor's degree
San Jose State University 2010 — 2012
Bachelor's degree
International Baccalaureate 2003 — 2010
International School Ho Chi Minh City
Citi December 2012 - Present
World Economic Forum March 2010 - Present
Goldman Sachs June 2006 - December 2012
Morgan Stanley 1998 - 2006
Skills
Investment Banking, Emerging Markets, Capital Markets, Derivatives, Financial Analysis, Financial Modeling, Credit Analysis, Structured Products, Mergers, Sell Side, Private Equity, Debt Restructuring, Debt & Equity Financing, Strategic Financial..., Alternative Investments, Financial Markets, Mergers, Venture Capital, LBO, Due Diligence, Hedge Funds, Business Strategy, Investments, Management, Strategic Planning
Education
University of Oxford - Said Business School 2014 — 2014
Transformational Leadership, Management
Northwestern University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico Autónomo de México / ITAM 1994 — 1996
Master's degree, Strategic Planning, Honorific Mention
Manhattan College 1989 — 1993
Bachelor of Engineering (BE), Chemical Engineering, Magna Cum Laude
Morgan Stanley June 2015 - Present
Meno August 2014 - Present
Wharton Latino Undergraduate Association January 2014 - Present
Penn Student Government April 2014 - Present
Sigma Phi Epsilon Penn Delta April 2014 - Present
Fairholme Capital Management, LLC June 2014 - August 2014
Goldman Sachs Undergraduate Camp May 2014 - May 2014
Penn Political Union August 2013 - May 2014
YMCA College Youth in Government August 2013 - April 2014
Trumpet 2010 - 2013
Skills
Public Speaking, Fundraising, Community Outreach, Microsoft Office, Trumpet, Team Leadership, Leadership Development, Debate, Spanish Literature, Market Research, Sailing, Microsoft Excel, Networking, Event Planning, Data Analysis, Public Policy, Spanish, Entrepreneurship, Investment Research, Microsoft Word, Research, PowerPoint, Social Media
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Economics
Coral Reef Senior High School 2009 — 2013
International Baccalaureate
International Baccalaureate 2011 — 2013
High School, Coral Reef High School
Wharton Latino Undergraduate Association January 2015 - Present
J.P. Morgan June 2015 - July 2015
The Wharton School September 2013 - May 2015
Morgan Stanley June 2014 - August 2014
El Nuevo Dia August 2010 - May 2014
Undergraduate Assembly March 2013 - April 2014
Government Development Bank for Puerto Rico June 2013 - July 2013
Credit Suisse May 2013 - May 2013
The Daily Pennsylvanian January 2013 - May 2013
Office of the Governor of Puerto Rico June 2011 - July 2012
Skills
Spanish, Photoshop, Translation, Public Speaking, Social Media, Editing, Public Relations, English, Facebook, Social Media Marketing, Research, Corporate Communications, Social Networking, Non-profits, Journalism, Microsoft Office, Blogging, Entrepreneurship, Nonprofits, Event Planning, Fundraising, Creative Writing, Press Releases, PowerPoint, Media Relations, Crisis Management, Politics, Government, French, Copy Editing, Strategic Communications, Marketing Communications, Advertising, News Writing, Event Management, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Writing, Customer Service
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics & Bachelor of Arts in International Studies, Huntsman Program
Institut d'Etudes Politiques de Lyon 2014 — 2014
Study Abroad, SciencesPo
Colegio San Ignacio de Loyola 2006 — 2012
High School Diploma
Qubit. May 2015 - Present
Booz Allen Hamilton January 2015 - April 2015
Booz Allen Hamilton August 2012 - December 2014
Morgan Stanley June 2011 - August 2011
Management Leadership for Tomorrow June 2010 - August 2011
Carthage Advisors June 2010 - July 2010
University of Pennsylvania, Makuu Cultural Center September 2009 - June 2010
Wharton School of Business, Risk Management & Decision Processes Center September 2009 - May 2010
Medicaid Health Insurance June 2009 - August 2009
Skills
Management Consulting, Social Media, Research, Data Analysis, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Communication, Concentraction in Commerce, Cum Laude
Ethical Culture Fieldston School 2002 — 2008
国際基督教大学 / International Christian University
4.0 GPA
Various Employers 2001 - Present
Various Employers 2001 - Present
Morgan Stanley 2000 - 2001
Skills
Microsoft Office, Marketing Communications, Event Management, Corporate Events, Trade Shows, Time Management, Management, Event Planning, Nonprofits, Marketing, Community Outreach
Education
Fordham University 1987 — 1991
BA, Economics
French Culinary Institute
Certificate, Culinary Arts/Chef Training
Tennenbaum Capital Partners, LLC July 2013 - Present
Western Asset August 2008 - July 2013
Western Asset Management Company October 2006 - August 2008
Morgan Stanley October 2004 - May 2005
Skills
Fixed Income, Mutual Funds, Research, Economics, Investment Management, Accounting, Leadership, Asset Managment, Equities, Investments, Hedge Funds, Proposal Writing, Proposal Generation, Writing, Technical Writing, Editing, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Strategic Thinking, Business Strategy, Bonds, Qvidian, RFP Design, Financial Markets, Capital Markets, Financial Analysis, Securities, Finance, Financial Modeling, Asset Management, Private Equity, Investment Strategies
Education
Occidental College 2002 — 2006
Bachelor of Arts, Economics
International Baccalaureate 2000 — 2002
International Baccalaureate Diploma
George Washington High School 1998 — 2002
UCLA Extension Corporate Education & Custom Programs
UCLA Extension Corporate Education & Custom Programs
VacTrack July 2014 - Present
Hope Children's Hospital August 2011 - June 2015
Sight Diagnostics November 2014 - May 2015
Morgan Stanley July 2007 - June 2010
Skills
Management Consulting, Corporate Finance, Valuation, Program Management, Business Strategy, Financial Modeling, Investment Banking, Business Development, Private Equity, Project Management, Strategy, Entrepreneurship, Management, Emerging Markets, Start-ups, Financial Analysis, Marketing Strategy, Business Planning
Education
INSEAD 2010 — 2011
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor's Degree, Mechanical Engineering
The Estée Lauder Companies Inc. January 2014 - Present
The Estée Lauder Companies Inc. July 2013 - August 2013
Goldman Sachs Asset Management April 2012 - October 2012
Goldman Sachs Asset Management October 2010 - April 2012
Goldman Sachs Asset Management May 2008 - October 2010
Morgan Stanley July 2007 - May 2008
Mercer Investment Consulting June 2006 - March 2007
Mercer Health & Benefits October 2005 - June 2006
Skills
Series 7, Investment Strategies, Team-oriented, Emerging Markets, Strategy, Sales&Marketing, Manage Client..., Spanish, Italian, Institutional Business..., Problem Solving, Marketing Strategy, Motivated self-starter, Interpersonal Skill, Series 63, Time Management, Leadership, Management, Marketing, Cross-functional..., Financial Modeling, Multi-Cultural Team...
Education
INSEAD 2013 — 2013
Master of Business Administration (MBA), MBA Candidate
University of Washington, Michael G. Foster School of Business 2003 — 2007
B.A., Finance and International Business
University of Washington - Cede a Roma - Rome, Italy 2005 — 2005
Italian
Morgan Stanley February 2014 - Present
Provident Bank June 2008 - December 2013
Education
Iona College 2012 — 2014
Master of Business Administration (MBA), Finance, General
State University of New York College at Geneseo 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Starwood Hotels & Resorts Worldwide, Inc. February 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - February 2014
PetroMar International, Incorporated December 2007 - June 2011
Morgan Stanley 2004 - 2004
Shoreline Pools 2002 - 2004
Skills
Strategic Planning, Purchase Orders, Report Writing, Expense Reports, Hospitality Industry, Hospitality, Hospitality Management, Microsoft Office, Customer Service, Yield Management, Tourism, Event Management, Hotel Management, Resorts, Budgets, Management, Hotels
Education
Iona College 2002 — 2007
Bachelor of Applied Science (B.A.Sc.), Criminology
Smarter Admin January 2014 - Present
Columbia University Medical Center September 2014 - Present
Weill Cornell Medical College April 2013 - September 2014
Weill Cornell Medical College December 2009 - April 2013
Credit Suisse 2006 - 2009
Morgan Stanley 2005 - 2006
Skills
Financial Reporting, Accounting, Access, Alternative Investments, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Private Equity, Strategic Planning, SAP, Budget Process, Financial Forecasting, Forecasting, Data Analysis, Budgets, Process Improvement, Management, Analysis, Variance Analysis, Corporate Finance, Due Diligence, Valuation, Business Development, Research, Financial Analysis, Leadership
Education
University of Notre Dame
Bachelor of Business Administration, Management Information Systems
Iona College
Masters in Business Administration, Finance
Home Expert Real Estate Inc. February 2002 - Present
Coldwell Banker Residential Brokerage February 2002 - Present
Nelson Salazar & Co Inc. June 1997 - January 2002
Morgan Stanley May 1993 - June 1997
Texaco October 1990 - May 1993
Skills
Residential Homes, Marketing, Negotiation, Management, Sellers, Real Estate, Real Estate Economics, Real Estate Development, Buyer Representation, Social Media, First Time Home Buyers, Short Sales, Construction, ABR, Sales, Condos, Investment Properties, Investments, Relocation, Leadership, Real Estate Transactions, Commercial Real Estate
Education
Iona College 1987 — 1991
BBA, Management
Creatively Inspired Coaching December 2013 - Present
Berkeley College April 2013 - Present
Jasmine Briggs Transformational Life Coach January 2010 - December 2013
NADAP February 2011 - March 2013
Arbor WeCare March 2010 - January 2011
Audrey Golden Associates June 2007 - February 2010
Morgan Stanley June 2006 - April 2007
Skills
Non-profits, Life Coaching, Staff Development, Public Speaking, Coaching, Leadership Development, Team Building, Organizational..., Research, Teaching, Resume Writing, Strategic Planning, Training, Human Resources, Nonprofits, Recruiting, Workshop Facilitation, Interviews, Social Services, Management, Talent Management, Hiring, New Hire Orientations, Marketing, Career Development, Conflict Resolution, College Recruiting, Interview Preparation, Strategy, Job Search, Cover Letters, Job Search Strategies, Executive Coaching, Efficiency, Career Counseling, Microsoft Office, Customer Service
Education
Institute of Transpersonal Psychology 2008 — 2010
Master, Transpersonal Psychology
The George Washington University 2000 — 2004
B.A., Theater
Morgan Stanley February 2011 - Present
Morgan Stanley June 2008 - January 2011
Nike June 2007 - June 2008
Nike July 2001 - June 2007
Skills
Management Accounting
Education
The Chartered Institute of Management Accountants 2015 — 2015
Certificate in Business Accounting, Accounting and Business/Management
International Business School 1999 — 2003
BA, Economics
. December 2014 - Present
Reader's Digest Association 2012 - 2014
McGraw-Hill 2011 - 2012
Guardian Life Insurance 2009 - 2011
BlackRock 2005 - 2009
Morgan Stanley 2004 - 2005
Citi 2001 - 2004
Skills
Financial Planning, Financial Analysis, Oracle Financials, Business Objects, SharePoint, Financial Modeling, Project Finance, Lotus Notes, Hyperion Planning, Strategic Planning, Forecasting, Variance Analysis, Product Costing, Capital Budgeting, Change Management, Process Improvement, Contract Management, P&L Financial Management, Strategic Financial..., Accounting, Analysis, Finance, Strategy, Mergers & Acquisitions, Competitive Analysis, Financial Reporting, Leadership, Oracle E-Business Suite, New Business Development, Sarbanes-Oxley Act, Business Planning, Management, Risk Management, Financial Services, Business Process...
Education
Iona College 1997 — 2000
MBA, Finance
State University of New York at Buffalo
BA, International Business
Morgan Stanley March 2015 - Present
Central Clay Products, Inc. June 2014 - August 2014
Skills
Bloomberg, Global Finance, Corporate Finance, Intercollegiate..., Financial Accounting, Financial Analysis, Student Leadership, Outdoor Recreation, Friendly Personality, Academic Tutoring, Social Media, Donations, Organ Donation, International Business..., Microsoft Word, Microsoft Excel, Statistics, Microsoft Office, Bloomberg Terminal, Social Networking, Public Speaking, Time Management, Leadership, Customer Service, Facebook
Education
Iona College 2012 — 2016
Bachelor's degree, Finance, General
Holy Redeemer High School 2008 — 2012
High School Diploma, GED
Givaudan August 2013 - Present
Morgan Stanley August 2009 - August 2013
Morgan Stanley April 2007 - July 2009
Skills
Process Improvement, SAP, Project Management, Leadership, Training, Strategy, Internal Controls, Accounting, Financial Modeling, Corporate Finance, Finance, Financial Analysis, Internal Audit, Microsoft Excel, Microsoft Office
Education
Penta Unio Budapest 2014 — 2016
Certified Public Accountant, Accounting and Finance
Budapest University of Technology and Economics 2008 — 2010
MBA, Finance Specialization
International Business School 2002 — 2006
Bachelor of Arts (BA), Economics
MetricStream January 2014 - Present
Morgan Stanley August 2010 - January 2014
MCM Capital June 2010 - August 2010
Charter Schools Development Corporation June 2009 - August 2010
IBM June 2006 - July 2008
IBM December 2005 - June 2006
Snowfrost Private Limited July 2002 - June 2003
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Institute of Management Technology, Ghaziabad 2003 — 2006
MS
Visvesvaraya Technological University 1998 — 2002
Bachelor of Engineering
Scottrade September 2001 - Present
Scottrade April 1999 - September 2001
Morgan Stanley July 1998 - February 1999
Golden Glove Sportscards & Memorbilia March 1990 - June 1998
Skills
Series 24, Series 7, Series 63, Series 65, series 31, series 4, Team Leadership, Employee Training, Sales Management, Banking, Options Strategies, Investments, Trading, Portfolio Management, Customer Service, Customer Satisfaction, Customer Acquisition, Asset Allocation, Equity Trading, Equities, SPIN Selling, Value Based Selling, Great Motivator, Sales, Wealth Management, ETFs, Mutual Funds, FINRA, Financial Advisory
Education
Inver Hills Community College
Associate of Science (A.S.)
Morgan Stanley January 2015 - Present
Morgan Stanley January 2014 - Present
Credit Suisse January 2013 - December 2013
Credit Suisse August 2011 - December 2012
Credit Suisse March 2009 - August 2010
Credit Suisse July 2006 - December 2008
MIT International Center for Air Transportation November 2004 - November 2005
AgustaWestland June 2004 - August 2004
Skills
Quantitative Analytics, Emerging Markets, Investment Banking, Structured Finance, Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Structuring, Financial Modeling, Alternative Investments, Valuation, Structured Products, Private Equity
Education
INSEAD 2010 — 2011
MBA, General Management
Massachusetts Institute of Technology 2002 — 2006
B.Sc, Aero/Astro Engineering
Morgan Stanley June 2014 - Present
Citi January 2013 - June 2014
William Raveis Real Estate March 2010 - January 2013
NBC Universal March 2008 - February 2009
NBC Universal May 2008 - July 2008
Ryan, Ryan, Johnson & Deluca June 2006 - December 2007
University of Connecticut Writing Center September 2004 - May 2006
Skills
Blogging, Facebook, Social Media, Social Media Marketing, SEO, Public Relations, Digital Media, Real Estate, Public Speaking, Online Advertising, Product Marketing, Content Strategy, Mobile Marketing, Online Research, Content Development, Integrated Marketing, YouTube, Writing Skills, Website Development, Twitter, Video Editing, Problem Solving, Investor Relations, HTML, CSS, Wordpress, Community Building, Internet Research, Mac OS X, CRM software, Google Analytics, Android, Marketing, Digital Marketing, Online Marketing, Advertising
Education
New York University 2014 — 2015
Iona College 2007 — 2009
Masters Degree, Public Relations
University of Connecticut 2002 — 2006
Bachelor's, Political Science
Morgan Stanley July 2014 - Present
Morgan Stanley January 2010 - July 2012
Protego Casa de Bolsa S.A. de C.V. June 2008 - December 2009
Skills
Investment Banking, Financial Analysis, Financial Modeling, Derivatives, Statistics, Quantitative Finance, Corporate Finance
Education
Princeton University 2012 — 2014
Master in Finance, Financial Engineering
ITAM 2005 — 2009
Bachelor of Arts (B.A.), Economics, 9.50
Safeer Management, LLC August 2014 - Present
i5 Services LLC June 2013 - May 2014
Clear Day Capital, Inc. September 2006 - May 2012
Iomega August 2000 - September 2004
Kodak July 1995 - August 2000
Rexon Co August 1994 - July 1995
Seagate Technology November 1989 - August 1994
Morgan Stanley January 1989 - October 1989
Applied Design September 1985 - March 1989
Skills
Business Planning, Business Transformation, Restructuring, Operational Turnaround, Turnaround Specialist, Turn Around Management, P&L Management, Leadership, Business Development, Cross-functional Team..., Management, Product Marketing, International Management, Marketing Strategy, Performance Turnaround, Business Strategy, Strategic Transformation, Strategic Planning, International Business, Business Process, International Marketing, International Sales, Executive Management, Product Development, Strategy, Marketing Communications, New Business Development, Marketing, Strategic Partnerships, Business Analysis, Sales Management, Sales, Entrepreneurship, Start-ups
Education
INSEAD 1999 — 1999
Achieving Outstanding Performance, International Business Management, Certificate
Thunderbird School of Global Management 1987 — 1988
MBA, International Management & Entrepreneurship
University at Buffalo 1983 — 1986
Bachelor's Degree, International Business, 3.3
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
Morgan Stanley January 2012 - September 2012
Credit Suisse November 2010 - December 2011
First Eagle Investment Management July 2009 - November 2010
Lehman Brothers/Barclays August 2007 - January 2009
Royal Bank of Scotland February 2006 - August 2007
Merrill Lynch July 2000 - February 2006
Merrill Lynch July 2000 - April 2004
Skills
Event Planning, Excel, PowerPoint, Budgets, Customer Service, Due Diligence, Equities, Event Management, Finance, Financial Services, Forecasting, Hedge Funds, Human Resources, Interviews, Investments, Management, Microsoft Excel, Marketing, Microsoft Office, Office Management, Onboarding, Outlook, Project Management, Research, Sales, Time Management, Administrative...
Education
Iona College
Bachelor of Business Administration, Marketing
New York University - Leonard N. Stern School of Business
Master's degree, Enterprise Risk Managenent
Securevest Financial Group May 2015 - Present
R. Seelaus & Co., Inc. 2010 - May 2015
Wellington Management June 2008 - August 2008
Morgan Stanley 2004 - 2007
Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation
Education
Hagan School of Business- Iona College
MBA, Finance
Iona College
BBA, Finance
Lake & City Homes Realty April 2004 - Present
HSBC HOLDINGS plc January 2001 - November 2003
HSBC Holdings plc January 2001 - November 2003
Chinadotcom Corporation January 2000 - December 2001
Credit Agricole Indosuez September 1997 - November 1999
JP Morgan & Co., Incorporated January 1992 - August 1996
JP Morgan & Co., Incorporated January 1992 - August 1996
JP Morgan & Co., Incorporated January 1992 - August 1996
Morgan Stanley September 1989 - June 1990
Apple Computer International January 1984 - August 1987
Skills
Condos, Investment Properties, Buyer Representation, Income Properties, Sellers Agent, Single Family Homes, Residential, Home, Real Estate, First Time Home Buyers, Purchase, Sellers, Realty, Short Sales, Foreclosures, REO, New Home Sales, Listings, Relocation, First Time Buyers, Investors, Staging, Townhomes, Purchasing, Contract Negotiation, Online Marketing, Luxury, Resale, Buying, Relocations, ABR, Real Estate Investment, Referrals, 1031 Exchanges, VA loans, FHA, Commercial Buildings, Land, Brokerage, Selling, Real Estate Transactions, Move Up Buyers, Property Management, Residential Homes, Home Staging, Commercial Real Estate, Buyers, Property, Relocation Buyers, Seniors
Education
INSEAD 1996 — 1997
Masters in Business Administration (MBA), MBA
University of Wisconsin-Madison 1980 — 1988
Bachelor of Arts in Economics (With Distinction), Economics, Spanish, French, German
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - November 2009
Morgan Stanley February 2008 - May 2009
Comcast June 2008 - August 2008
Secure Meters Limited June 2005 - August 2005
Skills
Wealth Management, Java Enterprise Edition, iBatis, Payment Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Struts, Microsoft SQL Server, Software Project..., Web Services, SQL, Business Process Design, DB2, .NET, C#, Servlets, VBA, Web Development, Java, SDLC, Financial Services, SOA, Banking, Enterprise Architecture, Web Applications
Education
University of Pennsylvania 2006 — 2008
MS, Electrical Engineering
Institute of Technology and Management 2002 — 2006
BE, Electronics & Communication Engineering
Delhi Public School, Faridabad 1996 — 2002
Science
Pearson March 2015 - Present
J.P. Morgan July 2014 - February 2015
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley January 2006 - December 2012
RBC Capital Markets 2004 - 2006
Zurich Financial Services 2003 - 2004
JPMorgan Chase, Manhattan NY 2002 - 2002
Skills
Alternative Investments, Hedge Funds, Wealth Management, SDLC, CRM, Trading Systems, Financial Services, Equities, Microsoft SQL Server, Software Project..., .NET, Enterprise Architecture, Securities, Portfolio Management, Sybase, IT Strategy, Agile Methodologies, Private Equity, Wealth Management..., Vendor Management, C#, Trading, HTML 5, JSON, Mobile Applications, Investran, Web Services API, WCF Services, Mobile Devices, Service Oriented..., WPF Development, Microsoft Exchange, Project Management, Project Planning, Leadership, web apis, SASS, LESS, CSS3, Bootstrap, AngularJS, GruntJS, Gulp, JavaScript, Karma, Jasmine, Team Leadership, Team Management, ASP.NET, MVC
Education
Institute of Business Administration
Master of Business Administration (MBA), Finance, General
National University of Computer and Emerging Sciences
Bachelor of Science (BS), Computer Science
Santa Clara University January 2015 - Present
Shih Chien University February 2013 - February 2014
Fuh Hwa Securities Investment Trust March 2009 - February 2012
Morgan Stanley March 2007 - February 2009
Thomas Weisel Partners November 2006 - February 2007
BearingPoint (formerly KPMG) Consulting October 2004 - November 2006
Deutsche Bank June 2004 - October 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Business Process..., Due Diligence, Corporate Finance, Investment Banking, Corporate Development, Portfolio Management, Financial Forecasting, Equity Research, Equities, Investments, Self-starter, Coaching, Communication, Business Planning
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Master of Business Administration (MBA)
INSEAD (SG) 2009 — 2010
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2004
Bachelor of Science (BS)
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
Bank of America Merrill Lynch February 2013 - Present
Bank of America Merrill Lynch February 2007 - January 2013
Morgan Stanley November 2004 - February 2007
Habib Bank AG Zurich (UAE) September 1998 - June 2004
Skills
Java, Sybase, Trading Systems, Equities, Electronic Trading, Derivatives, Investment Banking, Business Analysis, Fixed Income, FX Options, Market Data, Capital Markets, Software Project..., SDLC, Requirements Analysis, Risk Management, Equity Trading, Market Risk, Credit Derivatives, Prime Brokerage, Interest Rate..., Databases, Project Management, Equity Derivatives, Equities Technology, Trading, Reference Data, Financial Markets, Low Latency, Bloomberg, Portfolio Management, Options, Quantitative Finance, Exchange Connectivity, Hedge Funds, Back Office, Foreign Exchange, Financial Services, Financial Risk, Commodity, Operational Risk, Equity Research, Securities, Credit Risk, Series 7, Basel II, SWIFT payments, Asset Management, Alternative Investments
Education
Institute of Business Administration
MBA
National University of Computer and Emerging Sciences
BS
Canadian Securities Institute 2006 — 2007
CSC & DFC
Alliance Bernstein November 2006 - Present
Nomura August 2006 - November 2006
Morgan Stanley March 2003 - June 2006
Skills
Excel, Microsoft Office, Financial Analysis, Fixed Income, Accounting, Cost Savings, Team Building, Securities, Microsoft Excel, Financial Reporting, Trading, Equities, Asset Management, Sarbanes-Oxley Act, Financial Modeling, Mutual Funds, Alternative Investments, Capital Markets, Regulatory Filings, Derivatives, Series 7, FINRA
Education
Iona College
BBA, Accounting
Iona College
MBA, Finance
Morgan Stanley 2000 - 2005
Education
INSEAD 2005 — 2006
University of Colorado Boulder - Leeds School of Business 1995 — 2000
BS, Finance & International Business
ADP July 2015 - Present
New York Life Insurance Company November 2012 - March 2014
Morgan Stanley December 2009 - November 2012
TEKsystems November 2006 - November 2009
Aditi Technologies August 2005 - February 2006
TVA Infotech 2004 - 2005
Skills
Technical Recruiting, Executive Search, Recruiting, Talent Management, Screening, Talent Acquisition, Management, Sourcing, Information Technology, Benefits Negotiation, Interviews, Applicant Tracking..., Screening Resumes, Internet Recruiting, Cold Calling, Vendor Management, Background Checks, Contract Recruitment
Education
Institute of Technology and Management 2002 — 2004
MBA, Human Resources
Mount Carmel College 1999 — 2002
BBM, Finance
GE August 2015 - Present
GE August 2013 - August 2015
Morgan Stanley September 2007 - August 2013
Siemens January 2006 - August 2007
Pinnacle group June 2004 - January 2006
Railworks 2002 - 2004
Viatel September 2000 - December 2001
Onyx Acceptance Corp April 1998 - September 2000
Long Beach Acceptance Corp November 1995 - April 1998
Skills
Essbase, OLAP, Informatica, SQL, Hyperion Planning, Hyperion, Hyperion Enterprise, Data Warehousing, Business Intelligence, ETL, Dashboards, EPM, Financial Reporting, Business Intelligence..., Data Integration, HFM, Business Analysis, Consolidation, Master Data Management, SQL Server, Data Modeling, Requirements Analysis, Databases, Access, Database Design, Data Quality, Financial Analysis, Financial Planning, Integration, Strategic Financial..., Dashboard, SDLC, Financial Forecasting, Business Process, Business Objects, Business Performance..., Data Warehouse..., Enterprise Architecture, Finance, Microsoft SQL Server, Oracle, Performance Tuning, Relational Databases, Analysis Services, MDX, PeopleSoft
Education
Iona College 2008 — 2013
Master of Business Administration (MBA), Information Systems, 4.0
State University of New York at New Paltz 1991 — 1994
BA, Communications
Rockland Community College 1990 — 1991
Christopher Columbus High School 1987 — 1990
High School Diploma
Broadridge Financial Solutions August 2006 - Present
Sempra Commodities May 2005 - August 2006
Morgan Stanley May 2004 - May 2005
Misys Banking Systems June 1995 - May 2004
Greenwich Capital Markets June 1994 - June 1995
U.S. Capital Insurance January 1993 - June 1994
Clarion Marketing & Communications June 1988 - December 1992
Skills
T-SQL, Agile Methodologies, .NET, Microsoft SQL Server, C#, ASP.NET, XML, Software Development, OOP, SDLC, Trading Systems, VB.NET, SQL, Integration, Databases, WCF, Back Office, PL/SQL, Software Project..., Visual Basic, SOAP, ADO.NET, XSLT, Web Services, Middle Office, Unix, Sybase, Agile, FIX, MSMQ, Multithreading, Server Architecture, System Architecture, Trade Finance, front office, Objective-C, iOS development, Cash Management, Foreign Exchange, Risk Management, Electronic Trading, Fixed Income, Market Data, SOA, Requirements Analysis, Database Administration, Database Engine Tuning...
Education
Iona College 1990 — 1991
M.S., Computer Science
Tufts University 1984 — 1988
B.S., Computer Science & Math
Credit Suisse July 2015 - Present
AXA US May 2013 - Present
UBS August 2012 - April 2013
Egon Zehnder International 2009 - 2012
Egon Zehnder International October 2007 - 2009
Alcatel-Lucent 1998 - 2007
Morgan Stanley 1997 - 1998
UBS 1996 - 1997
A.T. Kearney 1995 - 1996
Skills
Executive Search, Product Management, Financial Analysis, Forecasting, Analysis, Fluent Spanish, Spanish, Competitive Analysis, Business Planning, Strategy, Change Management, Mergers & Acquisitions, Business Development, Cross-functional Team..., Market Research, Management Consulting, Process Improvement, Talent Management, Project Management, Leadership, Valuation, Executive Management, Talent Acquisition, Business Transformation, Business Process, Recruiting, Banking, Emerging Markets, Human Resources, Project Planning, Financial Services, Start-ups, Financial Modeling, Business Process...
Education
University of Michigan 1993 — 1995
MBA, International Business
Instituto Tecnológico Autónomo de México 1986 — 1989
Bachelors in Business Administration, Corporate Finance
Morgan Stanley 2010 - Present
Goldman Sachs 2009 - 2010
Morgan Stanley 2007 - 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
Morgan Stanley November 2000 - 2004
Skills
Business Development, Entrepreneurship, Sybase, Market Data, Financial Modeling, Mergers & Acquisitions, Product Management, Strategy, Start-ups, Change Management, Leadership, Business Process..., Project Management, Business Analysis, Program Management, Project Portfolio..., Agile Methodologies, IT Strategy, Analytics, Consulting
Education
INSEAD 2008 — 2009
MBA
University of Pennsylvania - The Wharton School
The University of Manchester
Master of Science (MSc), Computer Science
University of Manchester - Institute of Science and Technology
Bachelor of Engineering (BEng), Chemical Engineering
Morgan Stanley December 1993 - December 2014
Education
Iona College 1988 — 1992
Chi-X Global Holdings, LLC 2010 - Present
Chi-X Europe Ltd. August 2007 - December 2010
Instinet Incorporated March 2003 - July 2007
Morgan Stanley September 2000 - February 2003
Instinet Incorporated April 1998 - August 2000
Cantor Fitzgerald January 1997 - February 1998
Skills
Equities, Equity Trading, Hedge Funds, Trading Systems, Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Series 7
Education
Iona College
Bachelor's Degree
J.P. Morgan May 2015 - Present
J.P. Morgan August 2013 - April 2015
Morgan Stanley June 2011 - July 2013
Barclays Capital August 2010 - June 2011
Barclays Capital June 2009 - August 2009
Geoservices August 2007 - July 2008
Geoservices December 2004 - August 2007
Suez December 2002 - December 2004
Suez November 2001 - December 2002
Skills
Financial Modeling, Equities, Options, Strategy, FX Options, Trading, Financial Risk, Emerging Markets, Business Strategy, Hedging, Finance, Business Development, Valuation, Corporate Finance, Derivatives, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Financial Engineering
Instituto Tecnológico de Buenos Aires 1998 — 2003
Industrial Engineer
BDS
Albert J, DeCristino, CFP® September 2011 - Present
Prudential Insurance (Pruco Securities, LLC) June 2011 - September 2011
Wynston Hill Capital, LLC 2010 - 2011
Atlantic Partners (Signator Investors, Inc.) May 2009 - December 2009
Merrill Lynch 2006 - 2007
Morgan Stanley 2004 - 2007
Skills
Certified Financial..., Investment Advice, Portfolio Construction, Wealth Management, Investments, Wealth, Small Business, FINRA
Education
CFP® (Certified Financial PlannerTM) - College for Financial Planning 1986 — 1988
CFP®, Financial Planning
MS (Finance) Iona College – John G. Hagan Graduate School of Business 1979 — 1981
MS, Finance
MBA (Accounting) - Iona College, John G. Hagan Graduate School of Business 1971 — 1974
MBA, Accounting
PMC (Taxation) - Iona College, John G. Hagan Graduate School of Business 1970 — 1971
PMC, Taxation
Iona College 1964 — 1968
BA, Economics
Voya Financial Advisors March 2010 - Present
Hartford Life May 2008 - June 2011
Hartford Life October 2004 - May 2008
Morgan Stanley August 2003 - October 2004
Office of William Jefferson Clinton January 2003 - May 2003
Education
Iona College 1999 — 2003
B.A., History/Political Science
PwC December 2013 - Present
Bridgewater Associates 2012 - December 2013
Morgan Stanley 2008 - 2012
Morgan Stanley 2008 - 2008
Morgan Stanley 2007 - 2008
Morgan Stanley 1997 - 2007
Skills
Integration, Program Management, IT Risk Management, Information Security, IT Strategy, Incident Management, Security, Process Improvement, Infrastructure, Enterprise Architecture
Education
Iona College 1983 — 1989
BS/MS, Computer Science
Morgan Stanley June 2014 - Present
Canyon Capital October 2010 - March 2013
Pyramid Advisors June 2009 - October 2010
Lehman Brothers June 2008 - August 2008
Morningstar May 2007 - August 2007
Morningstar April 2006 - December 2006
Skills
Real Estate Private..., Real Estate Acquisitions, Deal Execution, Real Estate Development, Recapitalizations, Real Estate Financing, Distressed Debt, Mandarin, Hospitality Finance, Deal Structures
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies
INSEAD 2015 — 2015
Wharton Exchange
Northwestern University - Kellogg School of Management 2007 — 2009
Certificate in Financial Economics, Financial Economics
Northwestern University 2005 — 2009
BA, Economcs, Mathematics (MMSS)
Morgan Stanley April 2012 - Present
RBS Sempra Commodities/Societe Generale Energy Corp. May 2008 - March 2012
UBS Investment Bank January 2007 - May 2008
Morgan Stanley 2006 - 2007
Skills
Fixed Income, Options, Financial Structuring, Capital Markets, Commodity, Derivatives, Trading, Trading Systems, Investment Banking, Financial Analysis
Education
Iona College 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
City University of New York-Queens College
BA, Computer Science
Credit Suisse June 2006 - Present
Goldman Sachs 2001 - 2006
JP Morgan Chase 1999 - 2001
Morgan Stanley 1997 - 1999
Education
Iona College 1989 — 1993
BBA, Finance/Accounting
Bank of America October 2010 - Present
Financial Industry Regulatory Authority November 2008 - October 2010
Lehman Brothers February 2008 - November 2008
Morgan Stanley February 2007 - January 2008
Lehman Brothers September 2004 - February 2007
Deutsche Bank October 2003 - August 2004
Neuberger Berman July 1995 - September 2003
Education
Iona College
BBS, Finance
Morgan Stanley 2005 - Present
Education
Institut Supérieur de Gestion 1999 — 2001
MS, International Management and Finance
Université Sorbonne Nouvelle - Paris 3 1995 — 1999
BA, Economics, English
SS&C GlobeOp March 2013 - Present
Morgan Stanley March 2012 - March 2013
HSBC; HSS Fund Services April 2010 - March 2012
HSBC; HSS Fund Services June 2007 - April 2010
HSBC; HSS Fund Services July 2006 - June 2007
The Bank of New York May 2005 - June 2006
Skills
Hedge Funds, Securities, Settlement, Compliance, Client Service, Reconciliation, Fund Administration, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Investor Relations, Business Relationship..., Customer Relations, Operational Due..., AML, KYC, Financial Services, Account Reconciliation, Anti Money Laundering, Equities, Fixed Income
Education
Iona College 2007 — 2009
MBA, Finance
Iona College 2007 — 2009
MBA, E-Commerce/Electronic Commerce
Iona College 2000 — 2004
Certificate; Degree: Bachelor, Business Administration and Management, General
Morgan Stanley March 2013 - Present
NTT DATA December 2002 - March 2013
Keane India October 2002 - January 2007
Pipal software solutions December 2000 - October 2002
Skills
Software Project..., Requirements Analysis, Vendor Management, PMO, Resource Management, Requirements Gathering, Solution Architecture, IT Strategy, Business Analysis, SDLC, Global Delivery, Oracle, Integration, Change Management, CRM, Project Management
Education
Institute of Management Technology, Ghaziabad 2003 — 2006
MBA, Systems
Kanpur University 1993 — 1995
Master of Science (MS), Mathematics and Computer Science
McKinsey & Company August 2010 - Present
Peloton Partners January 2006 - October 2008
Pragma Wealth Management December 2001 - June 2005
Morgan Stanley July 1999 - July 2001
Education
INSEAD 2009 — 2010
MBA
Oxford University 1996 — 1999
Bachelor of Arts, English Language and Literature
Bank of Tokyo-Mitsubishi UFJ April 2013 - Present
SysTech International, Inc. June 1995 - Present
Morgan Stanley August 2002 - December 2012
American Express 1999 - 2002
Ernst & Young 1997 - 2000
Mars 1997 - 1998
Merrill Lynch June 1996 - May 1997
AIG July 1995 - June 1996
IBM Global Services July 1988 - July 1991
Skills
Cross-functional Team..., IT Strategy, Vendor Management, Business Intelligence, Software Project..., SDLC, Integration, Business Analysis, XML, Offshoring, Enterprise Architecture, Master Data Management, Start-ups, Risk Management, ERP, Enterprise Software, C#, Prism, Unity, .NET, Microsoft SQL Server, Sybase, DB2, Application Architecture, Data Warehouse..., ESB, IIS, PWM, Regulatory Projects, Global Teams, Informatica, QlikView, Business Discovery, Data Warehousing, Management, Change Management, Java, Oracle, Consulting, Requirements Gathering, Process Improvement, Leadership, Architecture, Project Management, CRM, PMO, Project Portfolio...
Education
MBA (Wharton Establishment) 1988 — 1991
MBA, Management Information Systems
Institute of Business Administration 1986 — 1991
MBA, MIS + Finance
Habib Public School
Karachi University
Master of Business Administration (MBA), Management Information Systems, General
Bank of America Merrill Lynch April 2015 - Present
Morgan Stanley August 2013 - May 2015
Bank of America April 2010 - August 2013
Trustco Bank November 2008 - March 2010
Prudential Financial September 2007 - August 2008
Dutchess County YMCA June 2006 - July 2007
Zeta Beta Tau Fraternity September 2003 - December 2005
Skills
Auditing, Funding, Mortgage Lending, Mutual Funds, Insurance, Operational Risk, Liquidity Risk, Walkthroughs, Risk Governance, Corporate Governance, PowerPoint, Microsoft Excel, Process Analysis, Risk Based Testing, Risk Based Audits, Internal Audit, Management, Financial Risk, Accounting, Credit, Sarbanes-Oxley Act, Loans, Finance, Mortgage Banking, Internal Controls
Education
Iona College 2009 — 2011
MBA, Accounting
State University of New York College at Plattsburgh 2003 — 2007
B.S., Finance, Marketing
Morgan Stanley 1990 - Present
Morgan Stanley August 1990 - December 1999
First Boston Corporation 1986 - 1989
Skills
Capital Markets, Structured Finance, Venture Capital, Private Equity, Hedge Funds, Investments, Corporate Finance, Alternative Investments, Financial Modeling, Emerging Markets, Securities, Derivatives, Leveraged Finance, Portfolio Management, Fixed Income, Valuation, Financial Structuring, Bonds, Trading, Mergers & Acquisitions, Structured Products, Investment Banking, Due Diligence, LBO
Education
INSEAD 1989 — 1990
MBA, Finance, General
Lehigh University 1985 — 1986
B.A., Mathematics
Lehigh University 1981 — 1985
B.S., Engineering Physics
Oratory Prep
Morgan Stanley June 2015 - August 2015
Conexion de Empresas February 2011 - January 2015
Sura Investment Management (formerly ING) July 2010 - July 2014
ING August 2008 - June 2010
UPS Capital January 2007 - July 2008
Skills
Finanzas
Education
Yale University - Yale School of Management 2014 — 2016
MBA Candidate
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2013 — 2014
Senior Management Program in Private Equity
Instituto Tecnológico Autónomo de México 2003 — 2008
B.A., Business Administration
Instituto Tecnológico Autónomo de México / ITAM 2003 — 2008
B.A., Accounting and Financial Strategy
Wells Fargo Advisors, LLC August 2013 - Present
Morgan Stanley December 2000 - August 2013
Paine Webber 1997 - 2000
Skills
Investments, Management, Fixed Income, Alternative Investments, Strategic Planning, Retirement Planning, Mutual Funds, Equities, Process Improvement, Team Building, Budgets, Business Planning, Competitive Analysis, New Business Development, Team Leadership
Education
Iona College 1987 — 1990
MBA
Manhattan College 1975 — 1979
BSEE, Electrical Engineering
Carmel High School March 2008 - Present
Morgan Stanley January 2003 - April 2006
Prudential Securities 2000 - 2003
THE GUARDIAN 1999 - 2000
DIVERSIFIED INVESTMENT ADVISORS 1997 - 1999
DIVERSIFIED INVESTMENT ADVISORS 1994 - 1997
Skills
Microsoft Excel, Banking, Investments, Marketing, Vendor Management, Education, Business, Microsoft Office, Teaching
Education
Pace University-Pleasantville/Briarcliff Campus 2006 — 2008
Advanced Certificate in Education, Education (Business & Marketing)
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Iona College 1990 — 1994
BBA, Finance
Morgan Stanley November 2009 - Present
Mitsui & Co. (U.S.A.) December 1990 - June 2009
RCA/Columbia International Video June 1984 - December 1990
Great Lakes Carbon Corporation June 1980 - June 1984
Skills
Visio, Access, Active Directory, XP, Visual Basic, Microsoft Excel, PowerPoint, Crystal Reports, Microsoft Word, HP, VMware Infrastructure, C, Dell Computers, Disaster Recovery, Windows Server, VMware, Troubleshooting, Servers, System Administration, Computer Hardware, Mergers & Acquisitions, Operating Systems, Networking, Network Administration, Windows XP
Education
Iona College 1978 — 1980
M.B.A, Finance
Iona College 1972 — 1976
B.A, Psychology
Jinjuu restaurant June 2014 - Present
Self January 2012 - Present
Iron Chef UK January 2010 - Present
Playboy Enterprises, Inc. March 2011 - June 2014
Iron Chef June 2011 - December 2011
Gordon Ramsay Holdings January 2007 - July 2009
Slow Food USA July 2002 - July 2005
Saveur Magazine May 2004 - May 2005
Morgan Stanley September 1997 - June 2002
Goldman Sachs June 1996 - August 1996
Education
French Culinary Institute 2003 — 2004
Grand diplome
Columbia University
Bachelor's of Science, Engineering
Kent Place School
High School
Starwood Hotels & Resorts Worldwide, Inc. July 2014 - Present
Self-employed 2011 - Present
Iona College August 2012 - May 2014
Le Peep Restaurant 2005 - 2011
Morgan Stanley May 2010 - July 2010
Skills
SQL, Java, Software Development, CUDA, C, PHP, Oracle PL/SQL..., HTML, LAMP, Linux, Python, CSS, C++, Image Processing, MPI, JavaScript
Education
Iona College 2011 — 2014
Master's Degree, Computer Science, 4.00/4.00
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Business Process Management, Major: 3.83/4.00 Cumulative: 3.56/4.00
UBS Wealth Management July 2007 - Present
Morgan Stanley May 1994 - July 2007
Prudential Financial May 1992 - May 1994
Raymond James Financial Inc. December 1990 - May 1992
Drexel Burnham Lambert October 1989 - December 1990
Education
Iona College 1986 — 1989
Bachelors, Finance
Elizabeth Seton University 1985 — 1986
economics
Harrison High School 1981 — 1985
Nestlé Waters North America July 2012 - Present
Morgan Stanley December 2011 - July 2012
PepsiCo July 2011 - December 2011
Make-A-Wish Foundation February 2011 - May 2011
Lord & Taylor June 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Teamwork, SAP, QuickBooks, Organization, Access, Internet Explorer, Analytical Skills, Spreadsheets, Microsoft Excel, Outlook, Account Reconciliation, Analysis, Finance
Education
Iona College 2010 — 2011
MBA, Financial Management
Iona College 2006 — 2010
BBA, Business Administration
Moelis & Company July 2010 - August 2010
Morgan Stanley July 2006 - July 2009
Citi June 2005 - September 2005
JP Morgan February 2004 - June 2004
Skills
Investment Banking, Negotiation, Rights Issues, Company Valuation, Capital Markets, Mergers, Restructuring, Asset Managment, IPO
Education
INSEAD 2010 — 2010
MBA
Università Commerciale 'Luigi Bocconi' 2004 — 2006
MSc
Università Commerciale 'Luigi Bocconi' 2001 — 2004
BSc
Morgan Stanley December 2008 - Present
Morgan Stanley Investment Management 1999 - 2011
IDBI Bank November 1997 - July 1999
Skills
Equities, Fixed Income, Hedge Funds, Asset Management, Derivatives, Securities, Mutual Funds, Capital Markets, Investment Management, Asset Managment, Fund Of Funds, Investment Strategies
Education
Chartered Financial Analyst Institute 2003 — 2007
CFA
Institute of Chartered Accountants Of India 1994 — 1997
ACA, Accountancy, Law, Financial Accounting and Taxation
Institute of Company Secretaries of India 1994 — 1997
ACS, Law
Institute of Cost and Work Accountants of India 1991 — 1994
AICWA, Cost And Works Accountancy
Narsee Monjee College 1989 — 1994
BCOM, Accountancy
Morgan Stanley March 2015 - Present
St. Catharine Academy April 2004 - Present
NOVAMED USA March 2011 - March 2015
Vi, formerly known as Classic Residence by Hyatt June 2009 - March 2011
Impressive Invites March 2005 - April 2009
Skills
Event Planning, Marketing, Trade Shows, Sales Presentations, Sales, Social Media, Customer Service, Event Management, Marketing Communications, Social Media Marketing, Advertising, Social Networking
Education
Iona College 2004 — 2008
Bachelor of Arts, Mass Communication
Morgan Stanley June 2010 - August 2010
Banco de México 2005 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Instituto Tecnológico Autónomo de México 2001 — 2005
BA, Economics
Morgan Stanley September 2015 - Present
UBS Financial Services Inc. November 2011 - September 2015
UBS Financial Services Inc. June 2007 - November 2011
UBS Financial Services Inc. September 2005 - May 2007
Education
Iona College 2001 — 2005
BBA, Finance
Lukoil Pan Americas LLC January 2015 - Present
Glencore July 2012 - January 2015
Morgan Stanley April 2007 - July 2012
Skills
Petroleum, Operations Management, Financial Analysis, Logistics, Energy, Trading, Valuation, Commodity, Equities, Commodity Markets, Derivatives, Risk Management
Education
Iona College 2004 — 2007
Finance, Finance
Morgan Stanley February 2008 - Present
Education
International Business School 2003 — 2007
BABS, Finance
Morgan Stanley January 2007 - Present
Goldman Sachs August 1999 - January 2007
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance / Economics
Instituto Tecnológico Autónomo de México / ITAM 1991 — 1994
BSBA
Morgan Stanley November 2012 - Present
Conselho Regional de Enfermagem de São Paulo February 2006 - October 2012
Centre Technique Aérospatial (CTA) April 2002 - January 2006
Brasilshop Commerce Ltda April 1998 - February 2002
Skills
VCP, MCITP, PMP, Hyper-V, VDI, vSphere, Server Consolidation, Windows Server 2008, VMware ESX, vCenter, MCT, FreeBSD, OpenBSD, Labview
Education
Instituto Tecnológico de Aeronáutica - ITA 2002 — 2005
Master (pas terminé), Informatique
Université d'Alfenas 1997 — 2000
baccalauréat, Informatique
JPMorgan Chase May 2013 - Present
JP Morgan September 2011 - Present
Morgan Stanley January 2007 - September 2011
PwC September 1995 - December 2006
Education
Institute of Chartered Accountants in England and Wales
ACA
Robinson College, Cambridge University 1992 — 1995
BA Hons, Law
UBS May 2013 - Present
Arete Partners June 2012 - April 2013
Russell Investments July 2009 - June 2012
Schaffer Consulting June 1998 - June 2009
Morgan Stanley May 1993 - June 1998
BAE Systems January 1988 - May 1993
HSBC January 1985 - January 1988
Skills
Executive Coaching, Organizational..., Talent Management, Organizational..., Change Management, Human Resources, Succession Planning, Training, Coaching, Organizational Design, Leadership Development, Culture Change, Program Management, Workshop Facilitation, Business Process..., Team Building, Employee Engagement, Leadership, Strategy
Education
University of Cambridge 1979 — 1982
Bachelor's degree and Master's degree in History, History
INSEAD 2012 — 2014
Masters in Clinical Organizational Psychology, Organizational Behavior Studies, Distinction
University of the West of England 2014 — 2019
Faculty of Business and Law, PhD (part-time) in Organization Studies
Tavistock Institute 1996 — 1997
Masters in Psychotherapy Theory and Practice, Clinical Psychology
London University 1983 — 1985
Post Graduate Diploma in Personnel Management, Human Resources Management and Services, Distinction
Morgan Stanley January 2008 - Present
Education
Iona College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Citi 2013 - Present
Morgan Stanley 2007 - 2013
Education
Iona College 2003 — 2005
Bachelor of Business Administration (BBA), International Business
Westchester Community College 2001 — 2003
Associate's degree, International Business
Morgan Stanley June 2012 - Present
Morgan Stanley October 2008 - May 2012
Morgan Stanley April 2007 - October 2008
Skills
Fixed Income, Derivatives, Securities, Japanese, Bloomberg, International Relations, Credit Derivatives
Education
International Christian University 2004 — 2007
Bachelor of Arts (B.A.), International Relations
University of North Carolina at Chapel Hill 2005 — 2006
Calpine Corporation August 2013 - Present
Morgan Stanley 2005 - 2013
Skills
Due Diligence, Equity Derivatives, Financial Modeling, Fixed Income, Investment Banking, Financial Analysis, Derivatives
Education
Darden Business School
Master of Business Administration (M.B.A.)
Instituto Tecnológico Autónomo de México
BS Actuarial Science