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
Employee
Years
Job
Industry
Jeremy Eurell Jeremy Eurell's Morgan Stanley Experience May 2013 - July 2013
Job Seeking position
Industry Investment Banking
Experience
Pomeroy September 2013 - September 2014
Morgan Stanley May 2013 - July 2013
The Topps Company June 2009 - September 2012
Kenneth Cole, Inc Treasury and Financial September 2008 - November 2008
Deutsche Bank November 2007 - August 2008
Liz Claiborne, Inc Treasury and Financial June 2007 - October 2007
Broadridge November 2005 - May 2007
ENT and Allergy Associates March 2000 - November 2004
Skills
VBA, Access, Business Analysis, Microsoft Excel, Lotus Notes, Derivatives, CDO, ABS, Commodity Markets, MBS, RMBS, CMBS, Financial Markets, Trading, Program Management, Corporate Finance, Banking, Capital Markets, Accounting, Management
Education
SUNY Canton 1998 — 2000
Associates in Applied Science, Computer Information Systems
Iona College 1995 — 1996
Biology, General
Pomeroy September 2013 - September 2014
Morgan Stanley May 2013 - July 2013
The Topps Company June 2009 - September 2012
Kenneth Cole, Inc Treasury and Financial September 2008 - November 2008
Deutsche Bank November 2007 - August 2008
Liz Claiborne, Inc Treasury and Financial June 2007 - October 2007
Broadridge November 2005 - May 2007
ENT and Allergy Associates March 2000 - November 2004
Skills
VBA, Access, Business Analysis, Microsoft Excel, Lotus Notes, Derivatives, CDO, ABS, Commodity Markets, MBS, RMBS, CMBS, Financial Markets, Trading, Program Management, Corporate Finance, Banking, Capital Markets, Accounting, Management
Education
SUNY Canton 1998 — 2000
Associates in Applied Science, Computer Information Systems
Iona College 1995 — 1996
Biology, General
Simone Piliero Simone Piliero's Morgan Stanley Experience June 2014 - Present
Job Human Resources
Industry Human Resources
Experience
Morgan Stanley June 2014 - Present
Simply by Simone May 2014 - Present
Etsy Shop March 2014 - Present
Bloomingdale's February 2014 - Present
London Luxury February 2013 - February 2014
Bloomingdale's September 2008 - February 2013
All Things Organized September 2010 - December 2012
CVS Caremark Corporation August 2007 - October 2008
Skills
Business Planning, Customer Service, Microsoft Excel, Outlook, Sales, Merchandising, PowerPoint, Retail, Social Media, Microsoft Office, Forecasting, Inventory Management, Visual Merchandising, Teamwork, Microsoft Word, Data Entry, Telephone Skills, Operations Management, Time Management, Social Networking, Marketing, Human Resources, Leadership, Fashion, Team Building, Facebook, Social Media Marketing, Event Management, Employee Relations, Advertising, Strategic Planning
Education
Iona College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Iona College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley June 2014 - Present
Simply by Simone May 2014 - Present
Etsy Shop March 2014 - Present
Bloomingdale's February 2014 - Present
London Luxury February 2013 - February 2014
Bloomingdale's September 2008 - February 2013
All Things Organized September 2010 - December 2012
CVS Caremark Corporation August 2007 - October 2008
Skills
Business Planning, Customer Service, Microsoft Excel, Outlook, Sales, Merchandising, PowerPoint, Retail, Social Media, Microsoft Office, Forecasting, Inventory Management, Visual Merchandising, Teamwork, Microsoft Word, Data Entry, Telephone Skills, Operations Management, Time Management, Social Networking, Marketing, Human Resources, Leadership, Fashion, Team Building, Facebook, Social Media Marketing, Event Management, Employee Relations, Advertising, Strategic Planning
Education
Iona College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Iona College
Bachelor of Business Administration (BBA), Business Administration and Management, General
David Gordon David Gordon's Morgan Stanley Experience July 2004 - September 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Wachovia Securities Financial Network September 2006 - February 2009
Morgan Stanley July 2004 - September 2006
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Loans, Mortgage Lending, Relationship Management, Cross-functional Team...
Education
Ithaca College 1998 — 2001
Bachelor's degree
Cherry Hill High School East 1994 — 1997
Ameriprise Financial Services, Inc. February 2009 - Present
Wachovia Securities Financial Network September 2006 - February 2009
Morgan Stanley July 2004 - September 2006
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Loans, Mortgage Lending, Relationship Management, Cross-functional Team...
Education
Ithaca College 1998 — 2001
Bachelor's degree
Cherry Hill High School East 1994 — 1997
Jeffrey Lacey, CPA Jeffrey Lacey, CPA's Morgan Stanley Experience September 2011 - November 2012
Job Assistant Controller at VMTurbo
Industry Accounting
Experience
VMTurbo April 2015 - Present
CFGI November 2012 - March 2015
Morgan Stanley September 2011 - November 2012
PricewaterhouseCoopers 2009 - September 2011
Skills
SEC filings, Big 4, Accounting, Auditing, US GAAP, IFRS, CPA, Internal Controls, Financial Reporting, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Pre-IPO, S-1
Education
Isenberg School of Management, UMass Amherst 2009 — 2010
MSA, Accounting
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Accounting
VMTurbo April 2015 - Present
CFGI November 2012 - March 2015
Morgan Stanley September 2011 - November 2012
PricewaterhouseCoopers 2009 - September 2011
Skills
SEC filings, Big 4, Accounting, Auditing, US GAAP, IFRS, CPA, Internal Controls, Financial Reporting, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Pre-IPO, S-1
Education
Isenberg School of Management, UMass Amherst 2009 — 2010
MSA, Accounting
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Accounting
Jenny Kurz Jenny Kurz's Morgan Stanley Experience September 2013 - Present
Job Associate Product Manager Foreign Currency Deposits at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley August 2013 - September 2013
Lincoln Financial Advisors May 2012 - August 2013
Iona College May 2012 - May 2013
Lincoln Financial Advisors January 2012 - May 2012
Skills
Microsoft Office, Life Insurance, Databases, Database Administration, Administrative..., Sports, Long Distance Running, Exceptional Listener, Teamwork, Patience, Determination to Succeed, Organization, Enthusiasm to learn, Energetic team player, German, Stress Management, Multitasking Skills, Open Minded, Time Management, Communication Skills, Letter Writing, Meeting Planning, Staff Supervision, Employee Benefits
Education
Iona College 2012 — 2013
Master of Business Administration (MBA), Finance, 4.0
Iona College 2010 — 2012
BBA, International Business and Finance, 4.0
Westchester 2008 — 2010
Associate of Arts and Sciences (AAS), International Business, 3.98
Morgan Stanley September 2013 - Present
Morgan Stanley August 2013 - September 2013
Lincoln Financial Advisors May 2012 - August 2013
Iona College May 2012 - May 2013
Lincoln Financial Advisors January 2012 - May 2012
Skills
Microsoft Office, Life Insurance, Databases, Database Administration, Administrative..., Sports, Long Distance Running, Exceptional Listener, Teamwork, Patience, Determination to Succeed, Organization, Enthusiasm to learn, Energetic team player, German, Stress Management, Multitasking Skills, Open Minded, Time Management, Communication Skills, Letter Writing, Meeting Planning, Staff Supervision, Employee Benefits
Education
Iona College 2012 — 2013
Master of Business Administration (MBA), Finance, 4.0
Iona College 2010 — 2012
BBA, International Business and Finance, 4.0
Westchester 2008 — 2010
Associate of Arts and Sciences (AAS), International Business, 3.98
Kelly Zancanaro Kelly Zancanaro's Morgan Stanley Experience December 2008 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Our Lady of Perpetual Help Catholic Church August 2006 - Present
Archdiocese of Los Angeles June 2003 - Present
Palisades Wealth Management January 2002 - November 2008
Skills
Series 7, Series 63, Series 65, Fixed Annuities, Social Media, IRAs, 401k Rollovers, Public Speaking, Securities, Mutual Funds, Retirement Planning, Wealth Management, 401k, 529 Plans, Asset Allocation, Asset Management, Bonds, Capital Markets, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Planners, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Long Term Care Insurance, Personal Financial..., Investments, Retirement, Roth IRA, Series 24, Series 6, Small Business, Stocks, Strategic Financial..., Trust Services, Variable Annuities, Wealth, Wealth Management...
Education
Upper Iowa University 1998 — 2000
Bachelor's of Science, Business Administration
Iowa State University 1987 — 1990
Biology/Pre-Med
Morgan Stanley December 2008 - Present
Our Lady of Perpetual Help Catholic Church August 2006 - Present
Archdiocese of Los Angeles June 2003 - Present
Palisades Wealth Management January 2002 - November 2008
Skills
Series 7, Series 63, Series 65, Fixed Annuities, Social Media, IRAs, 401k Rollovers, Public Speaking, Securities, Mutual Funds, Retirement Planning, Wealth Management, 401k, 529 Plans, Asset Allocation, Asset Management, Bonds, Capital Markets, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Planners, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Long Term Care Insurance, Personal Financial..., Investments, Retirement, Roth IRA, Series 24, Series 6, Small Business, Stocks, Strategic Financial..., Trust Services, Variable Annuities, Wealth, Wealth Management...
Education
Upper Iowa University 1998 — 2000
Bachelor's of Science, Business Administration
Iowa State University 1987 — 1990
Biology/Pre-Med
Shawn A. Maloney Shawn A. Maloney's Morgan Stanley Experience March 2013 - January 2015
Job Investor Relations at Bryant Asset Management
Industry Financial Services
Experience
Bryant Asset Management March 2015 - Present
Morgan Stanley March 2013 - January 2015
Morgan Stanley January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Customer Service, Financial Modeling, English, Economics, Corporate Finance, Market Research, Research, Social Media, Team Leadership, Data Analysis, Leadership, Accounting, Time Management, Finance, Investor Relations, Hedge Funds, Alternative Investments, Outlook, Financial Services
Education
Iona College 2012 — 2015
Master's degree (2), Finance, General and International Business
Iona College 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, 3.857
Iona College 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Bryant Asset Management March 2015 - Present
Morgan Stanley March 2013 - January 2015
Morgan Stanley January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Customer Service, Financial Modeling, English, Economics, Corporate Finance, Market Research, Research, Social Media, Team Leadership, Data Analysis, Leadership, Accounting, Time Management, Finance, Investor Relations, Hedge Funds, Alternative Investments, Outlook, Financial Services
Education
Iona College 2012 — 2015
Master's degree (2), Finance, General and International Business
Iona College 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, 3.857
Iona College 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Michael Martucci Michael Martucci's Morgan Stanley Experience March 1998 - January 2013
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Morgan Stanley March 1998 - January 2013
Prudential Securities January 1992 - March 1998
Education
Iona College 1985 — 1989
Bacelor of Arts, Finance
Wells Fargo Advisors January 2013 - Present
Morgan Stanley March 1998 - January 2013
Prudential Securities January 1992 - March 1998
Education
Iona College 1985 — 1989
Bacelor of Arts, Finance
Jonathan Mack, CRPS Jonathan Mack, CRPS's Morgan Stanley Experience July 2007 - May 2011
Job Retirement Plan Consultant at UBS Financial Services Inc
Industry Investment Management
Experience
UBS Financial Services Inc May 2011 - Present
UBS Financial Services Inc August 2014 - Present
Morgan Stanley July 2007 - May 2011
TI Logistics Inc. January 1992 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1990
Bachelor of Business Administration (B.B.A.), International Business, Japanese Language
UBS Financial Services Inc May 2011 - Present
UBS Financial Services Inc August 2014 - Present
Morgan Stanley July 2007 - May 2011
TI Logistics Inc. January 1992 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1990
Bachelor of Business Administration (B.B.A.), International Business, Japanese Language
Maureen Purcell, MBA Maureen Purcell, MBA's Morgan Stanley Experience November 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Skills
Financial Reporting, Process Improvement, Business Analysis, SEC reporting, Mergers & Acquisitions, Financial Forecasting, Investment Banking, Due Diligence
Education
Iona College 2005 — 2006
MBA, Finance, International Business
Iona College 2001 — 2005
Bachelor of Business Administration, Accounting
Morgan Stanley November 2013 - Present
Skills
Financial Reporting, Process Improvement, Business Analysis, SEC reporting, Mergers & Acquisitions, Financial Forecasting, Investment Banking, Due Diligence
Education
Iona College 2005 — 2006
MBA, Finance, International Business
Iona College 2001 — 2005
Bachelor of Business Administration, Accounting
Michael Yusko Michael Yusko's Morgan Stanley Experience June 2013 - Present
Job Commodity Trade Support
Industry Capital Markets
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley October 2012 - June 2013
Vestar Capital Partners October 2005 - November 2012
Skills
Data Analysis, Microsoft Excel, Finance, Financial Analysis, Financial Modeling, Teamwork
Education
Iona College 2009 — 2012
Bachelor of Business Administration, Finance, Economics, 3.67
Sacred Heart University 2008 — 2009
Morgan Stanley June 2013 - Present
Morgan Stanley October 2012 - June 2013
Vestar Capital Partners October 2005 - November 2012
Skills
Data Analysis, Microsoft Excel, Finance, Financial Analysis, Financial Modeling, Teamwork
Education
Iona College 2009 — 2012
Bachelor of Business Administration, Finance, Economics, 3.67
Sacred Heart University 2008 — 2009
Katerina Malo Katerina Malo's Morgan Stanley Experience November 2013 - Present
Job ISG Operations Division Analyst at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley November 2013 - Present
Karabelas & Papagianopoulos, LLP October 2010 - September 2013
Economou & Economou, PC June 2008 - July 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, Outlook, Event Planning, Customer Service, Teamwork, Social Media
Education
Iona College 2013 — 2014
Master of Business Administration (MBA), Finance and International Business
Iona College 2008 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
Morgan Stanley November 2013 - Present
Karabelas & Papagianopoulos, LLP October 2010 - September 2013
Economou & Economou, PC June 2008 - July 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, Outlook, Event Planning, Customer Service, Teamwork, Social Media
Education
Iona College 2013 — 2014
Master of Business Administration (MBA), Finance and International Business
Iona College 2008 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
Matt Paolucci's Morgan Stanley Experience August 2005 - 2006
Job Category Manager at Chobani
Industry Consumer Goods
Experience
Chobani November 2014 - Present
Kraft Foods Group July 2013 - November 2014
Kraft Foods Group April 2013 - July 2013
Kraft Foods Group July 2012 - June 2013
CROSSMARK June 2009 - June 2012
CROSSMARK June 2007 - May 2009
CROSSMARK June 2006 - May 2007
Duffy & Shanley January 2006 - May 2006
Morgan Stanley August 2005 - 2006
Skills
Consumer Products, IRI, Nielsen, Forecasting, Marketing, Categorization, Management, Sales, Private Label, Customer Insight, Grocery, AC Nielsen, Merchandising, Competitive Analysis, Shopper Marketing, Retail
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business
Certificate, Food Industry Executive Program
University of Rhode Island
Bachelor's Degree, Marketing
La Salle Academy
High School
Chobani November 2014 - Present
Kraft Foods Group July 2013 - November 2014
Kraft Foods Group April 2013 - July 2013
Kraft Foods Group July 2012 - June 2013
CROSSMARK June 2009 - June 2012
CROSSMARK June 2007 - May 2009
CROSSMARK June 2006 - May 2007
Duffy & Shanley January 2006 - May 2006
Morgan Stanley August 2005 - 2006
Skills
Consumer Products, IRI, Nielsen, Forecasting, Marketing, Categorization, Management, Sales, Private Label, Customer Insight, Grocery, AC Nielsen, Merchandising, Competitive Analysis, Shopper Marketing, Retail
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business
Certificate, Food Industry Executive Program
University of Rhode Island
Bachelor's Degree, Marketing
La Salle Academy
High School
Brittany Keller's Morgan Stanley Experience June 2014 - August 2014
Job Corporate Summer Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
State Street October 2013 - Present
Morgan Stanley June 2014 - August 2014
Cache May 2013 - January 2014
Guess? May 2013 - September 2013
The Paper Store October 2010 - December 2012
Skills
Visual Merchandising, Retail Sales, Retail, Merchandising, Cashiering, Time Management, PowerPoint, Customer Service, Microsoft Excel, Close Attention to..., Microsoft Word, Facebook, Teamwork, Inventory Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Medway High School 2008 — 2012
J.P. Morgan June 2015 - Present
State Street October 2013 - Present
Morgan Stanley June 2014 - August 2014
Cache May 2013 - January 2014
Guess? May 2013 - September 2013
The Paper Store October 2010 - December 2012
Skills
Visual Merchandising, Retail Sales, Retail, Merchandising, Cashiering, Time Management, PowerPoint, Customer Service, Microsoft Excel, Close Attention to..., Microsoft Word, Facebook, Teamwork, Inventory Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Medway High School 2008 — 2012
Samir Hodzic's Morgan Stanley Experience September 2014 - Present
Job Alternative Investments Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Crius Energy, LLC June 2014 - September 2014
Diversified Investment Advisors February 2012 - September 2012
Overtime Athletics September 2011 - July 2012
Ranko Construction Corp 2009 - 2011
Skills
General Ledger, Time Management, Interpersonal Skill, Solid Computer Skills, Work Under Minimal..., Thrive in..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Prezi, Experience with..., Crystal Reports, Invoicing, PowerPoint, Vlookup, Pivot Tables, Accounting, Customer Service, Public Speaking, Financial Analysis, Management, Microsoft Office, Social Networking, Leadership, Social Media
Education
Iona College 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
Morgan Stanley September 2014 - Present
Crius Energy, LLC June 2014 - September 2014
Diversified Investment Advisors February 2012 - September 2012
Overtime Athletics September 2011 - July 2012
Ranko Construction Corp 2009 - 2011
Skills
General Ledger, Time Management, Interpersonal Skill, Solid Computer Skills, Work Under Minimal..., Thrive in..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Prezi, Experience with..., Crystal Reports, Invoicing, PowerPoint, Vlookup, Pivot Tables, Accounting, Customer Service, Public Speaking, Financial Analysis, Management, Microsoft Office, Social Networking, Leadership, Social Media
Education
Iona College 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
Robert Myles Robert Myles's Morgan Stanley Experience 1990 - July 2011
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2011 - Present
Morgan Stanley 1990 - July 2011
Morgan Stanley January 2001 - December 2009
Morgan Stanley January 1992 - January 2001
Skills
Equities, Finance, Financial Risk, Derivatives, Financial Reporting, Credit Risk, Fixed Income, Investment Banking, Market Risk, Product Control, Capital Markets, Risk Management, Management, Credit Derivatives, Funding, IFRS, Basel II, Leadership, US GAAP, CCAR, BASEL III, Liquidity, Control, Recruiting
Education
Iona College 1985 — 1988
BBA, Finance
Deutsche Bank July 2011 - Present
Morgan Stanley 1990 - July 2011
Morgan Stanley January 2001 - December 2009
Morgan Stanley January 1992 - January 2001
Skills
Equities, Finance, Financial Risk, Derivatives, Financial Reporting, Credit Risk, Fixed Income, Investment Banking, Market Risk, Product Control, Capital Markets, Risk Management, Management, Credit Derivatives, Funding, IFRS, Basel II, Leadership, US GAAP, CCAR, BASEL III, Liquidity, Control, Recruiting
Education
Iona College 1985 — 1988
BBA, Finance
Paul Mastroieni Paul Mastroieni's Morgan Stanley Experience April 2012 - January 2013
Job Financial Advisor at Valic
Industry Financial Services
Experience
Valic November 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley April 2012 - January 2013
Classic Floors of Clifton Park October 2010 - March 2012
Carpet Warehouse January 2005 - September 2010
OMK Floor Covering, Inc January 1990 - September 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales, Leadership Development, Management, Sales Management, Pricing, Team Building, Analysis, Finance, Social Media Marketing, Marketing, Negotiation, Purchasing, Marketing Strategy, Leadership, New Business Development, Business Planning, Small Business, Customer Retention, Team Leadership, Market Research, Business Strategy, Contract Negotiation, Business Development, Insurance, Retail, Account Management, Strategy, Sales Operations, Entrepreneurship, Selling, Customer Satisfaction, Time Management, Real Estate
Education
Iona College 1986 — 1988
MBA, Finance
Iona College 1981 — 1985
BBA, Management
Valic November 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley April 2012 - January 2013
Classic Floors of Clifton Park October 2010 - March 2012
Carpet Warehouse January 2005 - September 2010
OMK Floor Covering, Inc January 1990 - September 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales, Leadership Development, Management, Sales Management, Pricing, Team Building, Analysis, Finance, Social Media Marketing, Marketing, Negotiation, Purchasing, Marketing Strategy, Leadership, New Business Development, Business Planning, Small Business, Customer Retention, Team Leadership, Market Research, Business Strategy, Contract Negotiation, Business Development, Insurance, Retail, Account Management, Strategy, Sales Operations, Entrepreneurship, Selling, Customer Satisfaction, Time Management, Real Estate
Education
Iona College 1986 — 1988
MBA, Finance
Iona College 1981 — 1985
BBA, Management
Derek Demas's Morgan Stanley Experience December 2005 - April 2007
Job Senior Software Architect
Industry Computer Software
Experience
XForce Solutions, Inc April 2007 - Present
Morgan Stanley December 2005 - April 2007
Spencer Stuart May 2000 - December 2005
Abbott Laboratories 1996 - 2000
Skills
iPhone, SDLC, .NET, Microsoft SQL Server, Vendor Management, Databases, ASP.NET, Requirements Gathering, Architecture, Management, Analysis, Agile Methodologies, Software Development, C#, Requirements Analysis, Web Analytics, Business Analysis, Organizational..., Agile Project Management, SharePoint, Business Intelligence, Architectures, Web Applications, Enterprise Software, Enterprise Architecture, Web Services, Resource Management, Cloud Computing, IT Strategy, SOA, Web Development, E-commerce, Solution Architecture, SQL, XML, Mobile Applications, Scrum, AJAX, IT Management, JavaScript, Visual Studio, jQuery, Team Building, Software Design, ASP.NET MVC, HTML 5, IIS, Software Engineering
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
XForce Solutions, Inc April 2007 - Present
Morgan Stanley December 2005 - April 2007
Spencer Stuart May 2000 - December 2005
Abbott Laboratories 1996 - 2000
Skills
iPhone, SDLC, .NET, Microsoft SQL Server, Vendor Management, Databases, ASP.NET, Requirements Gathering, Architecture, Management, Analysis, Agile Methodologies, Software Development, C#, Requirements Analysis, Web Analytics, Business Analysis, Organizational..., Agile Project Management, SharePoint, Business Intelligence, Architectures, Web Applications, Enterprise Software, Enterprise Architecture, Web Services, Resource Management, Cloud Computing, IT Strategy, SOA, Web Development, E-commerce, Solution Architecture, SQL, XML, Mobile Applications, Scrum, AJAX, IT Management, JavaScript, Visual Studio, jQuery, Team Building, Software Design, ASP.NET MVC, HTML 5, IIS, Software Engineering
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Hyacinth Phillips Hyacinth Phillips's Morgan Stanley Experience January 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
Morgan Stanley 1995 - 2012
Morgan StanleyKeane, Inc January 2002 - January 2007
Morgan Stanley January 2000 - January 2002
Morgan Stanley January 1994 - January 2000
Education
Iona College
University of Phoenix
Morgan Stanley January 2007 - Present
Morgan Stanley 1995 - 2012
Morgan StanleyKeane, Inc January 2002 - January 2007
Morgan Stanley January 2000 - January 2002
Morgan Stanley January 1994 - January 2000
Education
Iona College
University of Phoenix
Maria Lombardi-Cervini Maria Lombardi-Cervini's Morgan Stanley Experience June 2003 - Present
Job Assistant Property Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2003 - Present
Hines 1998 - 2012
Tishman Speyer July 1992 - September 1997
Skills
Vendor Management, Project Management, Microsoft Office, Team Building, Strategic Planning, Project Coordination, Project Planning, Leases, Facilities Management, Contract Negotiation, Property Management, Real Estate, Corporate Real Estate, Client Focus, Negotiation, Sales, Disposition, Commercial Real Estate, Tenant, Customer Service, Brokerage, Real Estate Development, Lease Administration, Social Media Marketing, Asset Management, Real Estate Economics, Real Estate Transactions, Process Scheduler, Construction, Dispositions, Investment Properties, Property, Lease Negotiations
Education
Iona College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley June 2003 - Present
Hines 1998 - 2012
Tishman Speyer July 1992 - September 1997
Skills
Vendor Management, Project Management, Microsoft Office, Team Building, Strategic Planning, Project Coordination, Project Planning, Leases, Facilities Management, Contract Negotiation, Property Management, Real Estate, Corporate Real Estate, Client Focus, Negotiation, Sales, Disposition, Commercial Real Estate, Tenant, Customer Service, Brokerage, Real Estate Development, Lease Administration, Social Media Marketing, Asset Management, Real Estate Economics, Real Estate Transactions, Process Scheduler, Construction, Dispositions, Investment Properties, Property, Lease Negotiations
Education
Iona College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Mitch Moser, CFA's Morgan Stanley Experience June 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Skills
Investments, Fixed Income, Bloomberg, Banking, Derivatives, Equities, Financial Modeling, Portfolio Management
Education
Iowa State University 2006 — 2011
MBA, Industrial Engineering
Valley High School
Morgan Stanley June 2013 - Present
Skills
Investments, Fixed Income, Bloomberg, Banking, Derivatives, Equities, Financial Modeling, Portfolio Management
Education
Iowa State University 2006 — 2011
MBA, Industrial Engineering
Valley High School
Behzad Nemat Pajouh Behzad Nemat Pajouh's Morgan Stanley Experience February 2012 - Present
Job IT Internal Auditor at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley February 2012 - Present
Morgan Stanley June 2011 - August 2011
The Department of Consumer Affairs' Office of Financial Empowerment January 2011 - April 2011
Novin Negar Mana Audit Firm July 2005 - September 2010
Skills
Internal Audit, IT Audit, Programming, Databases, Database Design, Software Development, Web Applications, Data Mining, Operating Systems, Network Administration, Microsoft Office, Visio, Windows Server 2003, Visual Studio, Windows, IIS, Java, C#, SQL, HTML, C++, .NET, XML, Perl, ASP.NET, Web Services, UML, AJAX, Piano, CISA
Education
New York University 2010 — 2012
Master of Science, Infotmation Systems
Daneshgahe Elm va Sanat e Iran 2003 — 2008
Bachelor of Science, Computer Software Engineering
Morgan Stanley February 2012 - Present
Morgan Stanley June 2011 - August 2011
The Department of Consumer Affairs' Office of Financial Empowerment January 2011 - April 2011
Novin Negar Mana Audit Firm July 2005 - September 2010
Skills
Internal Audit, IT Audit, Programming, Databases, Database Design, Software Development, Web Applications, Data Mining, Operating Systems, Network Administration, Microsoft Office, Visio, Windows Server 2003, Visual Studio, Windows, IIS, Java, C#, SQL, HTML, C++, .NET, XML, Perl, ASP.NET, Web Services, UML, AJAX, Piano, CISA
Education
New York University 2010 — 2012
Master of Science, Infotmation Systems
Daneshgahe Elm va Sanat e Iran 2003 — 2008
Bachelor of Science, Computer Software Engineering
Greg Furman Greg Furman's Morgan Stanley Experience January 2014 - Present
Job VP of Sales with 20+ years of experience Seeking new and challenging opportunity
Industry Computer Software
Experience
Morgan Stanley January 2014 - Present
Forsythe October 2011 - September 2012
911-Inc. September 2006 - October 2011
Stellent Inc 2004 - 2006
divine, Inc. 2001 - 2004
Mercator Software 2000 - 2001
IBM 1997 - 1999
Rockwell Automation 1990 - 1997
Skills
Salesforce.com, Solution Selling, Direct Sales, Enterprise Software, Cloud Computing, Professional Services, Sales Process, Product Management, Channel, Channel Partners, Business Development, Sales Operations, Forecasting, Consultative Sales..., Consultative Selling..., Competitive Analysis, Market Analysis, Product Marketing, Market Planning, Team Leadership, Team Building, Contract Negotiation, Sales Management, Marketing Strategy, Key Account Management, Strategic Planning, Customer Retention, New Business Development, Negotiation, Marketing Management, Business Strategy, Small Business, Leadership, Lead Generation, Strategy, Telecommunications, Start-ups, Management, B2B
Education
Iowa State University 1984 — 1989
Bachelor of Science (B.S.), Industrial Engineering
Iowa State University 1984 — 1988
Bachelor's of Science, Industrial Engineering
Morgan Stanley January 2014 - Present
Forsythe October 2011 - September 2012
911-Inc. September 2006 - October 2011
Stellent Inc 2004 - 2006
divine, Inc. 2001 - 2004
Mercator Software 2000 - 2001
IBM 1997 - 1999
Rockwell Automation 1990 - 1997
Skills
Salesforce.com, Solution Selling, Direct Sales, Enterprise Software, Cloud Computing, Professional Services, Sales Process, Product Management, Channel, Channel Partners, Business Development, Sales Operations, Forecasting, Consultative Sales..., Consultative Selling..., Competitive Analysis, Market Analysis, Product Marketing, Market Planning, Team Leadership, Team Building, Contract Negotiation, Sales Management, Marketing Strategy, Key Account Management, Strategic Planning, Customer Retention, New Business Development, Negotiation, Marketing Management, Business Strategy, Small Business, Leadership, Lead Generation, Strategy, Telecommunications, Start-ups, Management, B2B
Education
Iowa State University 1984 — 1989
Bachelor of Science (B.S.), Industrial Engineering
Iowa State University 1984 — 1988
Bachelor's of Science, Industrial Engineering
Jeff Nolletti Jeff Nolletti's Morgan Stanley Experience 2007 - 2007
Job Assistant Director/Global Account Manager at Ernst & Young
Industry Financial Services
Experience
Ernst and Young October 2010 - Present
T3 Capital, LLC February 2008 - February 2011
Morgan Stanley 2007 - 2007
Skills
Hedge Funds, Options, Technical Analysis, Trading, Equities, Proprietary Trading, Financial Markets, Securities, Equity Trading, ETFs, Trading Systems, New Business Development, Financial Analysis, Business Development, Trading Strategies, Stocks, Risk Management, Derivatives, Capital Markets, Account Management, Financial Services, Finance, Bloomberg, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 2004 — 2007
BA, Finance
Harrison Highschool 2000 — 2004
Ernst and Young October 2010 - Present
T3 Capital, LLC February 2008 - February 2011
Morgan Stanley 2007 - 2007
Skills
Hedge Funds, Options, Technical Analysis, Trading, Equities, Proprietary Trading, Financial Markets, Securities, Equity Trading, ETFs, Trading Systems, New Business Development, Financial Analysis, Business Development, Trading Strategies, Stocks, Risk Management, Derivatives, Capital Markets, Account Management, Financial Services, Finance, Bloomberg, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 2004 — 2007
BA, Finance
Harrison Highschool 2000 — 2004
Jeff Cappello Jeff Cappello's Morgan Stanley Experience November 2003 - August 2013
Job Sales Executive at Omega Office Systems Llc
Industry Information Technology and Services
Experience
Omega Office Systems Llc June 2015 - Present
Omega Office Systems Llc June 2015 - Present
Wells Fargo Advisors August 2013 - November 2014
Morgan Stanley November 2003 - August 2013
Americom April 1999 - August 2003
Skills
Investments, Estate Planning, Small Business, Portfolio Management, Entrepreneurship, Financial Services, Retirement, Management, Finance, Customer Service, Retirement Planning, Business Planning, Series 7, 401k, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial...
Education
Iowa State University 1991 — 1994
Associate's degree, Engineering Physics
St John's Military Academy 1989 — 1991
Diploma, General AP Prep
Omega Office Systems Llc June 2015 - Present
Omega Office Systems Llc June 2015 - Present
Wells Fargo Advisors August 2013 - November 2014
Morgan Stanley November 2003 - August 2013
Americom April 1999 - August 2003
Skills
Investments, Estate Planning, Small Business, Portfolio Management, Entrepreneurship, Financial Services, Retirement, Management, Finance, Customer Service, Retirement Planning, Business Planning, Series 7, 401k, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial...
Education
Iowa State University 1991 — 1994
Associate's degree, Engineering Physics
St John's Military Academy 1989 — 1991
Diploma, General AP Prep
John Engstrom John Engstrom's Morgan Stanley Experience January 2009 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Citigroup, Global Wealth Management June 2007 - January 2009
Citigroup, Global Wealth Management May 2004 - June 2007
Iona College September 2004 - December 2004
UBS April 2004 - June 2004
Skills
Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management, Accounting, Journal Entries, Equities, Bloomberg
Education
Iona College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley January 2009 - Present
Citigroup, Global Wealth Management June 2007 - January 2009
Citigroup, Global Wealth Management May 2004 - June 2007
Iona College September 2004 - December 2004
UBS April 2004 - June 2004
Skills
Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management, Accounting, Journal Entries, Equities, Bloomberg
Education
Iona College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick C. Howard's Morgan Stanley Experience September 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Bank of America Merrill Lynch March 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Outlook, Valuation, Portfolio Management, Investments, Trading, Wealth Management, Highly Analytical, Fundamental Analysis, Equities, Communication, Bloomberg, Analysis, Private Banking
Education
Iona College
BBA, Finance, 3.9
Kingswood Regional High School 2004 — 2008
Morgan Stanley September 2012 - Present
Bank of America Merrill Lynch March 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Outlook, Valuation, Portfolio Management, Investments, Trading, Wealth Management, Highly Analytical, Fundamental Analysis, Equities, Communication, Bloomberg, Analysis, Private Banking
Education
Iona College
BBA, Finance, 3.9
Kingswood Regional High School 2004 — 2008
Jace Chaffee Jace Chaffee's Morgan Stanley Experience June 2007 - August 2007
Job Senior Business Analyst at SHYFT Analytics
Industry Information Services
Experience
SHYFT Analytics June 2015 - Present
Truven Health Analytics January 2014 - June 2015
Truven Health Analytics February 2013 - December 2013
Truven Health Analytics June 2012 - January 2013
Thomson Reuters January 2012 - July 2012
Thomson Reuters November 2009 - December 2011
Thomson Reuters June 2008 - October 2009
Morgan Stanley June 2007 - August 2007
Skills
Project Management, Project Delivery, Team Management, Data Analytics, Predictive Analytics, Quantitative Analytics, Business Analytics, Contract Management, Technical Presentations, Customer Presentations, Client Relations, Client Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor, Double Major in Finance and Economics
SHYFT Analytics June 2015 - Present
Truven Health Analytics January 2014 - June 2015
Truven Health Analytics February 2013 - December 2013
Truven Health Analytics June 2012 - January 2013
Thomson Reuters January 2012 - July 2012
Thomson Reuters November 2009 - December 2011
Thomson Reuters June 2008 - October 2009
Morgan Stanley June 2007 - August 2007
Skills
Project Management, Project Delivery, Team Management, Data Analytics, Predictive Analytics, Quantitative Analytics, Business Analytics, Contract Management, Technical Presentations, Customer Presentations, Client Relations, Client Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor, Double Major in Finance and Economics
Vin Campagnoli Vin Campagnoli's Morgan Stanley Experience July 2005 - April 2009
Job Chief Information Officer at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. October 2011 - Present
UBS April 2009 - September 2011
Morgan Stanley July 2005 - April 2009
Prudential Securities 1987 - 2004
Education
Pace University 1990 — 1995
MBA, Finance
Iona College 1981 — 1985
BA, Computer Science
Raymond James Financial Inc. October 2011 - Present
UBS April 2009 - September 2011
Morgan Stanley July 2005 - April 2009
Prudential Securities 1987 - 2004
Education
Pace University 1990 — 1995
MBA, Finance
Iona College 1981 — 1985
BA, Computer Science
Stefan Voigt Stefan Voigt's Morgan Stanley Experience March 2006 - December 2006
Job Vice President at Credit Suisse Prime Services
Industry Investment Banking
Experience
Credit Suisse June 2012 - Present
UBS Investment Bank December 2006 - June 2012
Morgan Stanley March 2006 - December 2006
Goldman Sachs February 2006 - March 2006
Skills
OTC Clearing, Dodd-Frank, Transition Management, Futures, Managed Futures, Prime Brokerage, Credit Derivatives, Interest Rate Swaps, Equity Derivatives, Equity Swaps, CCP, CME, ICE, LCH, KYC, Sales Pipeline..., Fixed Income Products, Series 7, Series 63, Series 3, Derivatives, ISDA, CSA
Education
Iona College Hagan School of Business, MBA 2004 — 2005
MBA, Financial Management
Iona College 2000 — 2004
BBA, Finance
Credit Suisse June 2012 - Present
UBS Investment Bank December 2006 - June 2012
Morgan Stanley March 2006 - December 2006
Goldman Sachs February 2006 - March 2006
Skills
OTC Clearing, Dodd-Frank, Transition Management, Futures, Managed Futures, Prime Brokerage, Credit Derivatives, Interest Rate Swaps, Equity Derivatives, Equity Swaps, CCP, CME, ICE, LCH, KYC, Sales Pipeline..., Fixed Income Products, Series 7, Series 63, Series 3, Derivatives, ISDA, CSA
Education
Iona College Hagan School of Business, MBA 2004 — 2005
MBA, Financial Management
Iona College 2000 — 2004
BBA, Finance
Andrew B. Anello, MBA, CFP® Andrew B. Anello, MBA, CFP®'s Morgan Stanley Experience 1999 - 2004
Job Senior Investment Advisor, deVere USA, Inc.
Industry Financial Services
Experience
deVere USA, Inc. 2012 - Present
World Financial Group (WFG) 2012 - 2012
MetLife Financial Solutions 2011 - 2012
SO.CAP.USA 2009 - 2011
Voltarc Technologies, Inc. 2006 - 2009
Citi 2004 - April 2006
Morgan Stanley 1999 - 2004
Kingsbridge Cycle Supply, Inc. DBA Performance Cycle Products 1994 - 1999
Tutta Forza Music Publishing 1992 - 1996
Skills
Risk Management, Estate Planning, College Savings Plans, Wealth Preservation..., Executive Benefit..., Comprehensive Financial..., Trust Planning, QROPS Qualifying..., QDOT Qualified Domestic..., SIPP Self Invested..., Strategic Financial..., UK Endowment Plans, UK Pension Analysis, SLAT Spousal Lifetime..., MultiGenerational..., EURBS - European Union...
Education
The University of Connecticut School of Business 2008 — 2010
Master of Business Administration, MBA Executive Program
The American College 2002 — 2005
Diploma, Certified Financial Planner Curriculum
Ithaca College 1988 — 1992
Bachelor of Music With an Outside Field, Business
Greenwich High School 1985 — 1988
Diploma
deVere USA, Inc. 2012 - Present
World Financial Group (WFG) 2012 - 2012
MetLife Financial Solutions 2011 - 2012
SO.CAP.USA 2009 - 2011
Voltarc Technologies, Inc. 2006 - 2009
Citi 2004 - April 2006
Morgan Stanley 1999 - 2004
Kingsbridge Cycle Supply, Inc. DBA Performance Cycle Products 1994 - 1999
Tutta Forza Music Publishing 1992 - 1996
Skills
Risk Management, Estate Planning, College Savings Plans, Wealth Preservation..., Executive Benefit..., Comprehensive Financial..., Trust Planning, QROPS Qualifying..., QDOT Qualified Domestic..., SIPP Self Invested..., Strategic Financial..., UK Endowment Plans, UK Pension Analysis, SLAT Spousal Lifetime..., MultiGenerational..., EURBS - European Union...
Education
The University of Connecticut School of Business 2008 — 2010
Master of Business Administration, MBA Executive Program
The American College 2002 — 2005
Diploma, Certified Financial Planner Curriculum
Ithaca College 1988 — 1992
Bachelor of Music With an Outside Field, Business
Greenwich High School 1985 — 1988
Diploma
Yoav Gluckman MBA's Morgan Stanley Experience December 2000 - March 2005
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
RGP September 2014 - Present
Cushman & Wakefield October 2013 - September 2014
McGladrey October 2009 - October 2013
Ernst & Young September 2007 - October 2009
Prudential Financial March 2005 - August 2007
Prudential Financial March 2005 - August 2007
Morgan Stanley December 2000 - March 2005
Morgan Stanley December 2000 - March 2005
Skills
Financial Analysis, Accounting, Forecasting, Finance, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Analysis, PeopleSoft, Hyperion Planning, Prepayment, GAAP, Internal Financial..., Career Development..., Variance Analysis, Financial Statements, Tax, Managerial Finance, Process Improvement, Financial Reporting, Financial Modeling, Corporate Finance, Financial Accounting
Education
Fairleigh Dickinson University-Florham Campus 2003 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1996 — 2000
Bachelor in Businiess Administration, Finance
RGP September 2014 - Present
Cushman & Wakefield October 2013 - September 2014
McGladrey October 2009 - October 2013
Ernst & Young September 2007 - October 2009
Prudential Financial March 2005 - August 2007
Prudential Financial March 2005 - August 2007
Morgan Stanley December 2000 - March 2005
Morgan Stanley December 2000 - March 2005
Skills
Financial Analysis, Accounting, Forecasting, Finance, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Analysis, PeopleSoft, Hyperion Planning, Prepayment, GAAP, Internal Financial..., Career Development..., Variance Analysis, Financial Statements, Tax, Managerial Finance, Process Improvement, Financial Reporting, Financial Modeling, Corporate Finance, Financial Accounting
Education
Fairleigh Dickinson University-Florham Campus 2003 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1996 — 2000
Bachelor in Businiess Administration, Finance
Mark Tsiang, CIMA®'s Morgan Stanley Experience June 2002 - September 2004
Job RIA Hybrid Wholesaler, Institutional Advisor Team at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P.Morgan Asset Management March 2009 - Present
Evergreen Investments March 2006 - March 2009
Merrill Lynch September 2004 - March 2006
Morgan Stanley June 2002 - September 2004
Education
University of Pennsylvania - The Wharton School
Wharton Executive Education, Certified Investment Management Analyst (CIMA®) Program
Isenberg School of Management, UMass Amherst 2000 — 2002
Master of Business Administration (MBA), Concentration : Investments
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (BA), Economics, minor in Chinese
J.P.Morgan Asset Management March 2009 - Present
Evergreen Investments March 2006 - March 2009
Merrill Lynch September 2004 - March 2006
Morgan Stanley June 2002 - September 2004
Education
University of Pennsylvania - The Wharton School
Wharton Executive Education, Certified Investment Management Analyst (CIMA®) Program
Isenberg School of Management, UMass Amherst 2000 — 2002
Master of Business Administration (MBA), Concentration : Investments
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (BA), Economics, minor in Chinese
Thomas Kennedy Thomas Kennedy's Morgan Stanley Experience June 1995 - July 1999
Job Chief Compliance Officer at Arden Asset Management LLC
Industry Legal Services
Experience
Arden Asset Management June 2008 - Present
Citi May 2005 - June 2008
Citi August 2005 - November 2007
Citi January 2001 - May 2005
JPMorgan Chase August 1999 - January 2001
Morgan Stanley June 1995 - July 1999
Skills
Prime Brokerage, Financial Risk, Commodity, Financial Services, Broker-Dealer, FINRA, Hedge Funds, Alternative Investments, Fund Of Funds, AML, KYC, Securities, Fixed Income, Equities, Investment Advisory, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Asset Management, Options, Capital Markets, Risk Management, Wealth Management, Trading, Investment Management, Asset Allocation, Anti Money Laundering
Education
St. John's University School of Law 1994 — 1997
JD
Iona College 1988 — 1992
BA
Holy Trinity Diocesan High School 1984 — 1988
HS
Arden Asset Management June 2008 - Present
Citi May 2005 - June 2008
Citi August 2005 - November 2007
Citi January 2001 - May 2005
JPMorgan Chase August 1999 - January 2001
Morgan Stanley June 1995 - July 1999
Skills
Prime Brokerage, Financial Risk, Commodity, Financial Services, Broker-Dealer, FINRA, Hedge Funds, Alternative Investments, Fund Of Funds, AML, KYC, Securities, Fixed Income, Equities, Investment Advisory, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Asset Management, Options, Capital Markets, Risk Management, Wealth Management, Trading, Investment Management, Asset Allocation, Anti Money Laundering
Education
St. John's University School of Law 1994 — 1997
JD
Iona College 1988 — 1992
BA
Holy Trinity Diocesan High School 1984 — 1988
HS
Rebecca DeNisco Rebecca DeNisco's Morgan Stanley Experience 2010 - 2010
Job Business Development at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Jesse Santos's Morgan Stanley Experience April 2006 - February 2007
Job VP, Senior Analyst Manager Research Group at BNYM Asset Management
Industry Financial Services
Experience
BNYM Asset Management August 2014 - Present
BI-SAM Technologies January 2013 - August 2014
Centerline Partners September 2012 - January 2013
Eagle Investment Systems June 2008 - September 2012
State Street Corporation February 2007 - June 2008
Morgan Stanley April 2006 - February 2007
RKL Baseball Group February 2005 - April 2006
Skills
Business Analysis, Client Interfacing, Financial Management, CFA Level II Candidate, Member of the CFA..., Member of the Boston..., Project Management, Investments, Program Management, Leadership, Mentoring, Management Consulting, Managerial Finance, Analysis, Financial Services, Analytics, Business Strategy, Chartered Financial..., CRM, Derivatives, Asset Management, Management
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
BS, Sport Management
Chelmsford High School 1994 — 1998
BNYM Asset Management August 2014 - Present
BI-SAM Technologies January 2013 - August 2014
Centerline Partners September 2012 - January 2013
Eagle Investment Systems June 2008 - September 2012
State Street Corporation February 2007 - June 2008
Morgan Stanley April 2006 - February 2007
RKL Baseball Group February 2005 - April 2006
Skills
Business Analysis, Client Interfacing, Financial Management, CFA Level II Candidate, Member of the CFA..., Member of the Boston..., Project Management, Investments, Program Management, Leadership, Mentoring, Management Consulting, Managerial Finance, Analysis, Financial Services, Analytics, Business Strategy, Chartered Financial..., CRM, Derivatives, Asset Management, Management
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
BS, Sport Management
Chelmsford High School 1994 — 1998
Brooke Levey Brooke Levey's Morgan Stanley Experience July 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
State Street September 2014 - July 2015
Macy's July 2013 - September 2014
University of Massachusetts Amherst January 2010 - May 2013
Macy's June 2012 - August 2012
Merrill Lynch March 2009 - June 2009
Skills
Oracle Applications, Minitab, Expression Web, Microsoft Access, Microsoft Excel, Teaching, Public Speaking, Research, Microsoft Word, Curriculum Design, Customer Service, Coaching, Strategic Planning, Curriculum Development, Social Media, HTML scripting, CSS Javascript, Statplus, Sales Management, Sales, PowerPoint, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Croton Harmon High School 2006 — 2009
Morgan Stanley July 2015 - Present
State Street September 2014 - July 2015
Macy's July 2013 - September 2014
University of Massachusetts Amherst January 2010 - May 2013
Macy's June 2012 - August 2012
Merrill Lynch March 2009 - June 2009
Skills
Oracle Applications, Minitab, Expression Web, Microsoft Access, Microsoft Excel, Teaching, Public Speaking, Research, Microsoft Word, Curriculum Design, Customer Service, Coaching, Strategic Planning, Curriculum Development, Social Media, HTML scripting, CSS Javascript, Statplus, Sales Management, Sales, PowerPoint, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Croton Harmon High School 2006 — 2009
Betsy Colucci's Morgan Stanley Experience September 2000 - April 2002
Job Director, Risk & Quantitative Analysis, BlackRock
Industry Capital Markets
Experience
BlackRock September 2015 - Present
Rabobank February 2011 - August 2015
Rabobank February 2011 - May 2011
RESTORE Clothing November 2010 - February 2011
Bank of America April 2009 - February 2010
Bank of America August 2006 - April 2009
Societe Generale October 2005 - August 2006
Fitch Ratings July 2003 - October 2005
Scotia Capital April 2002 - July 2003
Morgan Stanley September 2000 - April 2002
Skills
Credit Analysis, Credit Risk, Capital Markets, Fixed Income, Credit, Derivatives, Structured Finance, Enterprise Risk..., Banking, Finance, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1995 — 2000
2 BS, Managerial Resource Econ and Sport Management
Townsend Harris High School
University of Massachusetts at Amherst
BlackRock September 2015 - Present
Rabobank February 2011 - August 2015
Rabobank February 2011 - May 2011
RESTORE Clothing November 2010 - February 2011
Bank of America April 2009 - February 2010
Bank of America August 2006 - April 2009
Societe Generale October 2005 - August 2006
Fitch Ratings July 2003 - October 2005
Scotia Capital April 2002 - July 2003
Morgan Stanley September 2000 - April 2002
Skills
Credit Analysis, Credit Risk, Capital Markets, Fixed Income, Credit, Derivatives, Structured Finance, Enterprise Risk..., Banking, Finance, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1995 — 2000
2 BS, Managerial Resource Econ and Sport Management
Townsend Harris High School
University of Massachusetts at Amherst
Jonathan Chow Jonathan Chow's Morgan Stanley Experience March 2013 - May 2015
Job Consulting at Accenture
Industry Financial Services
Experience
Accenture May 2015 - Present
Morgan Stanley March 2013 - May 2015
Citi October 2010 - September 2011
Hamilton Sundstrand May 2009 - September 2009
Principle Profits Asset Management September 2008 - December 2008
Citi May 2008 - September 2008
Citi May 2007 - September 2007
Skills
MS Word, MS Excel, MS..., Supply Chain Management, Procurement, Spend Analysis, Access, Excel, PowerPoint, Word, Investments, Equity Research, Financial Analysis, Valuation, Analysis, Minitab, Data Analysis, Outlook, Microsoft Office, Problem Solving, VBA, Asset Management, Portfolio Management, Analytics, Project Management, Microsoft Excel, Finance, Financial Services, Corporate Finance, Research, Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
Accenture May 2015 - Present
Morgan Stanley March 2013 - May 2015
Citi October 2010 - September 2011
Hamilton Sundstrand May 2009 - September 2009
Principle Profits Asset Management September 2008 - December 2008
Citi May 2008 - September 2008
Citi May 2007 - September 2007
Skills
MS Word, MS Excel, MS..., Supply Chain Management, Procurement, Spend Analysis, Access, Excel, PowerPoint, Word, Investments, Equity Research, Financial Analysis, Valuation, Analysis, Minitab, Data Analysis, Outlook, Microsoft Office, Problem Solving, VBA, Asset Management, Portfolio Management, Analytics, Project Management, Microsoft Excel, Finance, Financial Services, Corporate Finance, Research, Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
Ken Braziel Ken Braziel's Morgan Stanley Experience September 2010 - Present
Job Analyst Marketing Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Morgan Stanley April 2003 - September 2010
Federated Merchandising Group March 2000 - March 2003
GMT Productions 2000 - 2002
Skills
Equities, Equity Research, Series 7, Series 63, Finance, Relationship Management, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Ithaca College 1999 — 1999
Study Abroad - London Center, Theatre/Theater
The College of Santa Fe 1995 — 1999
BFA, Acting
Morgan Stanley September 2010 - Present
Morgan Stanley April 2003 - September 2010
Federated Merchandising Group March 2000 - March 2003
GMT Productions 2000 - 2002
Skills
Equities, Equity Research, Series 7, Series 63, Finance, Relationship Management, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Ithaca College 1999 — 1999
Study Abroad - London Center, Theatre/Theater
The College of Santa Fe 1995 — 1999
BFA, Acting
Mary Elizabeth Hasbrouck's Morgan Stanley Experience October 2012 - April 2015
Job Account Manager at Twitter
Industry Internet
Experience
Twitter April 2015 - Present
Morgan Stanley October 2012 - April 2015
Bloomingdale's June 2010 - August 2010
Cushman & Wakefield June 2009 - July 2009
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
ISC Paris 2010 — 2010
Twitter April 2015 - Present
Morgan Stanley October 2012 - April 2015
Bloomingdale's June 2010 - August 2010
Cushman & Wakefield June 2009 - July 2009
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
ISC Paris 2010 — 2010
Evan Kisty's Morgan Stanley Experience August 2015 - Present
Job Senior Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
NYLIFE Securities LLC; Alpha Pension Group February 2015 - Present
State Street August 2014 - March 2015
BJ's Wholesale Club May 2014 - August 2014
University of Massachusetts Amherst August 2013 - May 2014
Vision Wealth Strategies May 2013 - February 2014
Ashland Inc May 2011 - September 2011
Skills
Access, Excel, Microsoft Office, Customer Relations, Morningstar Office, Streetscape, Envestnet, Team Leadership, Team Management, Adobe Creative Suite, Outlook, Supply Chain Management, Minitab, Peachtree, HTML, Market Research, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelors Degree of Business Administration, Corporate Finance
Morgan Stanley August 2015 - Present
NYLIFE Securities LLC; Alpha Pension Group February 2015 - Present
State Street August 2014 - March 2015
BJ's Wholesale Club May 2014 - August 2014
University of Massachusetts Amherst August 2013 - May 2014
Vision Wealth Strategies May 2013 - February 2014
Ashland Inc May 2011 - September 2011
Skills
Access, Excel, Microsoft Office, Customer Relations, Morningstar Office, Streetscape, Envestnet, Team Leadership, Team Management, Adobe Creative Suite, Outlook, Supply Chain Management, Minitab, Peachtree, HTML, Market Research, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelors Degree of Business Administration, Corporate Finance
Andrew Ciaccia Andrew Ciaccia's Morgan Stanley Experience December 2010 - June 2011
Job Marketing Program Manager at Directly
Industry Information Technology and Services
Experience
Directly September 2015 - Present
VirtuIT Systems October 2012 - September 2015
Knot Standard January 2012 - October 2012
Morgan Stanley December 2010 - June 2011
Skills
Cloud Computing, Sales, Marketing, CRM, Account Management, SaaS, Business Development, Salesforce.com, Marketing Strategy, Strategic Partnerships, Lead Generation, Solution Selling, Enterprise Software, Direct Mail, Copywriting, Management, Start-ups, Direct Marketing, Event Planning, Event Management, Social Media Marketing
Education
SUNY Polytechnic Institute
Bachelor's Degree, Finance
Ipag Business School 2008 — 2009
Directly September 2015 - Present
VirtuIT Systems October 2012 - September 2015
Knot Standard January 2012 - October 2012
Morgan Stanley December 2010 - June 2011
Skills
Cloud Computing, Sales, Marketing, CRM, Account Management, SaaS, Business Development, Salesforce.com, Marketing Strategy, Strategic Partnerships, Lead Generation, Solution Selling, Enterprise Software, Direct Mail, Copywriting, Management, Start-ups, Direct Marketing, Event Planning, Event Management, Social Media Marketing
Education
SUNY Polytechnic Institute
Bachelor's Degree, Finance
Ipag Business School 2008 — 2009
Mark Saracino's Morgan Stanley Experience May 2014 - Present
Job Commodities Valuation Risk at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley May 2014 - Present
Founder - Natural Resource Supply & Logistics Firm April 2008 - Present
New York Power Authority January 2012 - May 2014
Morgan Stanley 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2005 - 2007
Axiom Capital Management December 2003 - May 2005
Skills
Derivatives, Commodity, Trading, Commodity Markets, Risk Management, Valuation, Due Diligence, Equity Research, Series 7, Natural Gas, Financial Risk, Analysis
Education
Iona College 2001 — 2005
Bachelor of Business Administration, Finance
Morgan Stanley & Co, Inc. 2010 — 2011
Derivatives Academy
Morgan Stanley May 2014 - Present
Founder - Natural Resource Supply & Logistics Firm April 2008 - Present
New York Power Authority January 2012 - May 2014
Morgan Stanley 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2005 - 2007
Axiom Capital Management December 2003 - May 2005
Skills
Derivatives, Commodity, Trading, Commodity Markets, Risk Management, Valuation, Due Diligence, Equity Research, Series 7, Natural Gas, Financial Risk, Analysis
Education
Iona College 2001 — 2005
Bachelor of Business Administration, Finance
Morgan Stanley & Co, Inc. 2010 — 2011
Derivatives Academy
Peter Simpson, MBA's Morgan Stanley Experience March 2006 - June 2007
Job Financial Advisor at Homefield Credit Union
Industry Financial Services
Experience
Investment Professionals, Inc. located at Homefield Credit Union May 2015 - Present
Santander Bank, N.A. February 2013 - May 2015
Genworth Financial March 2011 - February 2013
Citizens Investment Services August 2008 - March 2011
MetLife Financial Services June 2007 - August 2008
Morgan Stanley March 2006 - June 2007
Eastern States Components 2000 - 2006
CCA Wesco 1993 - 2000
Skills
Retirement Planning, Long Term Care Insurance, Employee Benefits, Finance, Wealth, Retirement, Portfolio Management, Life Insurance, Leadership, Fixed Annuities, Financial Advisory, Long-term Care, Mutual Funds, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
M.B.A., Accounting and Finance
University of Massachusetts Lowell 1996 — 1999
B.S.B.A., Finance
Investment Professionals, Inc. located at Homefield Credit Union May 2015 - Present
Santander Bank, N.A. February 2013 - May 2015
Genworth Financial March 2011 - February 2013
Citizens Investment Services August 2008 - March 2011
MetLife Financial Services June 2007 - August 2008
Morgan Stanley March 2006 - June 2007
Eastern States Components 2000 - 2006
CCA Wesco 1993 - 2000
Skills
Retirement Planning, Long Term Care Insurance, Employee Benefits, Finance, Wealth, Retirement, Portfolio Management, Life Insurance, Leadership, Fixed Annuities, Financial Advisory, Long-term Care, Mutual Funds, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
M.B.A., Accounting and Finance
University of Massachusetts Lowell 1996 — 1999
B.S.B.A., Finance
Tan Dang Vu Tan Dang Vu's Morgan Stanley Experience 2000 - 2011
Job Operational Risk Manager at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Morgan Stanley 2000 - 2011
Greenwich Natwest 1997 - 2000
BNP Paribas 1997 - 1997
BNP Paribas 1995 - 1997
BNP Paribas March 1995 - June 1995
CIC October 1994 - March 1995
CIC 1993 - 1994
CIC 1992 - 1993
Skills
Portfolio Management, Derivatives, Enterprise Risk..., Internal Audit, Operational Risk, Auditing, Risk Management, Financial Risk, Internal Controls
Education
The University of Georgia 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
ISC Paris 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America 2011 - Present
Morgan Stanley 2000 - 2011
Greenwich Natwest 1997 - 2000
BNP Paribas 1997 - 1997
BNP Paribas 1995 - 1997
BNP Paribas March 1995 - June 1995
CIC October 1994 - March 1995
CIC 1993 - 1994
CIC 1992 - 1993
Skills
Portfolio Management, Derivatives, Enterprise Risk..., Internal Audit, Operational Risk, Auditing, Risk Management, Financial Risk, Internal Controls
Education
The University of Georgia 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
ISC Paris 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Connor White Connor White's Morgan Stanley Experience May 2015 - Present
Job Global Financial Operations Analyst
Industry Financial Services
Experience
State Street August 2015 - Present
Morgan Stanley May 2015 - Present
North Jersey Country Club March 2009 - Present
Skills
Leadership, Time Management, Public Speaking, SQL, SAP, SAP BW, Business Objects..., BEx Query Designer, Business Objects..., Tableau, Crystal Reports, RapidMiner, SPSS, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Networking, Management, Research, Entrepreneurship, Communication, Customer Service, Driven By Results
Education
University of Massachusetts at Amherst - Isenberg School of Management 2015 — 2017
Operations & Information Management, Sophomore
Western New England University 2013 — 2014
Entrepreneurship/Entrepreneurial Studies, GPA: 3.6
State Street August 2015 - Present
Morgan Stanley May 2015 - Present
North Jersey Country Club March 2009 - Present
Skills
Leadership, Time Management, Public Speaking, SQL, SAP, SAP BW, Business Objects..., BEx Query Designer, Business Objects..., Tableau, Crystal Reports, RapidMiner, SPSS, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Networking, Management, Research, Entrepreneurship, Communication, Customer Service, Driven By Results
Education
University of Massachusetts at Amherst - Isenberg School of Management 2015 — 2017
Operations & Information Management, Sophomore
Western New England University 2013 — 2014
Entrepreneurship/Entrepreneurial Studies, GPA: 3.6
Peter Leuthold's Morgan Stanley Experience August 2012 - July 2013
Job Mutual Funds Analyst at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers July 2013 - Present
Morgan Stanley August 2012 - July 2013
J.P. Morgan March 2012 - August 2012
Argus Information and Advisory Services LLC April 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Edward Jones Investments May 2009 - August 2009
Skills
Financial Analysis, Fundamental Analysis, Equities, Finance, Fixed Income, Investments, Portfolio Management, Structured Finance, Hedge Funds
Education
Iona College
Hagan School of Business, Economics, and Legal Environment Studies, Bachelor of Business Administration with a concentration in Finance
Iona Preparatory High School 2003 — 2007
Regents Diploma with Advanced Distinction
Cohen & Steers July 2013 - Present
Morgan Stanley August 2012 - July 2013
J.P. Morgan March 2012 - August 2012
Argus Information and Advisory Services LLC April 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Edward Jones Investments May 2009 - August 2009
Skills
Financial Analysis, Fundamental Analysis, Equities, Finance, Fixed Income, Investments, Portfolio Management, Structured Finance, Hedge Funds
Education
Iona College
Hagan School of Business, Economics, and Legal Environment Studies, Bachelor of Business Administration with a concentration in Finance
Iona Preparatory High School 2003 — 2007
Regents Diploma with Advanced Distinction
Brooks Call Brooks Call's Morgan Stanley Experience August 1999 - October 2001
Job Vice President Investments, at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2005 - Present
Merrill Lynch October 2001 - November 2005
Morgan Stanley August 1999 - October 2001
Skills
Strategic Financial..., Finance, Investments, Financial Services, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Tax, Portfolio Management, Securities, Financial Planning, Investment Advisory, Series 7
Education
Roosevelt University 1996 — 1997
Master of Science
Iowa State University 1989 — 1994
Elkhorn High School 1985 — 1989
UBS Financial Services Inc. November 2005 - Present
Merrill Lynch October 2001 - November 2005
Morgan Stanley August 1999 - October 2001
Skills
Strategic Financial..., Finance, Investments, Financial Services, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Tax, Portfolio Management, Securities, Financial Planning, Investment Advisory, Series 7
Education
Roosevelt University 1996 — 1997
Master of Science
Iowa State University 1989 — 1994
Elkhorn High School 1985 — 1989
Mary Ann Gallucci Mary Ann Gallucci's Morgan Stanley Experience June 2014 - Present
Job Repo Operations Analyst Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Iona College 2012 - Present
Morgan Stanley June 2013 - August 2013
Skills
Public Speaking
Education
Iona College 2010 — 2014
Morgan Stanley June 2014 - Present
Iona College 2012 - Present
Morgan Stanley June 2013 - August 2013
Skills
Public Speaking
Education
Iona College 2010 — 2014
Burak Argun Burak Argun's Morgan Stanley Experience December 2013 - February 2015
Job Co Owner at Galata Tower Suites by Mile Hotels
Industry Information Technology and Services
Experience
Galata Tower Suites by Mile Hotels September 2015 - Present
Pierre Loti Wine Bar May 2011 - Present
Morgan Stanley December 2013 - February 2015
Deutsche Bank May 2012 - December 2013
JPMorgan Chase & Co. October 2011 - May 2012
Deutsche Bank March 2010 - October 2011
Zorlu Holding June 2008 - December 2009
CyberAcademy March 2003 - September 2008
Skills
Business Analysis, Project Portfolio..., IT Management, Process Improvement, Change Management, Risk Management, PMP, Vendor Management
Education
Pace University - Lubin School of Business 2005 — 2007
Master's, MBA
Istanbul ÃÂniversitesi 1996 — 2000
B.A.
Galata Tower Suites by Mile Hotels September 2015 - Present
Pierre Loti Wine Bar May 2011 - Present
Morgan Stanley December 2013 - February 2015
Deutsche Bank May 2012 - December 2013
JPMorgan Chase & Co. October 2011 - May 2012
Deutsche Bank March 2010 - October 2011
Zorlu Holding June 2008 - December 2009
CyberAcademy March 2003 - September 2008
Skills
Business Analysis, Project Portfolio..., IT Management, Process Improvement, Change Management, Risk Management, PMP, Vendor Management
Education
Pace University - Lubin School of Business 2005 — 2007
Master's, MBA
Istanbul ÃÂniversitesi 1996 — 2000
B.A.
Brandt Foster Brandt Foster's Morgan Stanley Experience August 2006 - February 2007
Job Associate Northwestern Mutual Real Estate
Industry Investment Management
Experience
Northwestern Mutual October 2011 - Present
Central Standard Craft Distillery June 2012 - Present
US Bank March 2009 - October 2011
Principal Real Estate Investors February 2008 - March 2009
Principal Real Estate Investors July 2007 - February 2008
Morgan Stanley August 2006 - February 2007
Rockwell Automation May 2006 - August 2006
Education
Marquette University 2013 — 2015
Master of Business Administration (MBA), Finance
Iowa State University 2003 — 2007
BS, Finance and Int'l Business
Regent's College of Business 2007 — 2007
Study Abroad, International Business
Northwestern Mutual October 2011 - Present
Central Standard Craft Distillery June 2012 - Present
US Bank March 2009 - October 2011
Principal Real Estate Investors February 2008 - March 2009
Principal Real Estate Investors July 2007 - February 2008
Morgan Stanley August 2006 - February 2007
Rockwell Automation May 2006 - August 2006
Education
Marquette University 2013 — 2015
Master of Business Administration (MBA), Finance
Iowa State University 2003 — 2007
BS, Finance and Int'l Business
Regent's College of Business 2007 — 2007
Study Abroad, International Business
Fred Dietrich Fred Dietrich's Morgan Stanley Experience June 2009 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Credit Suisse September 2008 - April 2009
Morgan Stanley January 2008 - March 2008
Morgan Stanley August 2007 - January 2008
Societe Generale January 2005 - August 2007
Morgan Stanley July 2004 - January 2005
Bankers Trust 1991 - 1998
Deutsche Bank/Bankers Trust 1987 - 1995
Skills
SDLC, Business Analysis, Risk Management, Fixed Income, Integration, Equities, Investment Banking, Financial Risk, Back Office, Process Improvement, Analysis, Trading
Education
Iona College 1973 — 1977
BBA, Banking, Finance and Accounting
Morgan Stanley June 2009 - Present
Credit Suisse September 2008 - April 2009
Morgan Stanley January 2008 - March 2008
Morgan Stanley August 2007 - January 2008
Societe Generale January 2005 - August 2007
Morgan Stanley July 2004 - January 2005
Bankers Trust 1991 - 1998
Deutsche Bank/Bankers Trust 1987 - 1995
Skills
SDLC, Business Analysis, Risk Management, Fixed Income, Integration, Equities, Investment Banking, Financial Risk, Back Office, Process Improvement, Analysis, Trading
Education
Iona College 1973 — 1977
BBA, Banking, Finance and Accounting
Sarah Schiavoni Sullivan CFP®'s Morgan Stanley Experience June 2000 - April 2002
Job Vice President, Business Consulting, LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
Seascape Capital Management February 2008 - July 2009
Natixis Global Associates January 2007 - February 2008
Natixis Global Associates April 2005 - January 2007
Eaton Vance Distributors April 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Series 7, Business Development, Investment Strategies, Mutual Funds, Retirement, Series 63, Financial Advisory, Financial Services, Series 6, Finance, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Spanish
Universidad de Sevilla
Business Program
LPL Financial July 2010 - Present
Seascape Capital Management February 2008 - July 2009
Natixis Global Associates January 2007 - February 2008
Natixis Global Associates April 2005 - January 2007
Eaton Vance Distributors April 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Series 7, Business Development, Investment Strategies, Mutual Funds, Retirement, Series 63, Financial Advisory, Financial Services, Series 6, Finance, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Spanish
Universidad de Sevilla
Business Program
Perry Tevere's Morgan Stanley Experience March 2010 - October 2013
Job Hedge Fund Operations Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp October 2013 - Present
Westchester Choice Realty March 2013 - Present
Morgan Stanley March 2010 - October 2013
Katz Media Group August 2008 - March 2010
Skills
Operations Management, Management, Sales Operations, Commodity, Oil/Gas, Natural Gas Trading, Oil Trading, Team Management, Commodity Markets, Hedge Funds, Commodity Risk..., Electricity, Financial Analysis, Financial Risk, Leadership, Options, Swaps, Derivatives, Middle Office, Natural Gas, Electronic Trading, Back Office, Microsoft Excel, Structured Products, Analysis, Interest Rate Swaps, Equities, Financial Structuring, Credit Derivatives, Interest Rate..., Equity Trading, FX Options, Equity Derivatives, Settlement, Fixed Income, Securities, Financial Markets, Trading Systems, Financial Services, Investments, Market Data, Fixed Income Analysis, Credit Risk, Hedge Fund Management, Equity Swaps, Total Return Swaps, Index Options, Trading, Fund Of Funds, Bloomberg
Education
Manhattanville College 2013 — 2015
Master of Science (MS), Finance - Corporate Finance
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
SS&C GlobeOp October 2013 - Present
Westchester Choice Realty March 2013 - Present
Morgan Stanley March 2010 - October 2013
Katz Media Group August 2008 - March 2010
Skills
Operations Management, Management, Sales Operations, Commodity, Oil/Gas, Natural Gas Trading, Oil Trading, Team Management, Commodity Markets, Hedge Funds, Commodity Risk..., Electricity, Financial Analysis, Financial Risk, Leadership, Options, Swaps, Derivatives, Middle Office, Natural Gas, Electronic Trading, Back Office, Microsoft Excel, Structured Products, Analysis, Interest Rate Swaps, Equities, Financial Structuring, Credit Derivatives, Interest Rate..., Equity Trading, FX Options, Equity Derivatives, Settlement, Fixed Income, Securities, Financial Markets, Trading Systems, Financial Services, Investments, Market Data, Fixed Income Analysis, Credit Risk, Hedge Fund Management, Equity Swaps, Total Return Swaps, Index Options, Trading, Fund Of Funds, Bloomberg
Education
Manhattanville College 2013 — 2015
Master of Science (MS), Finance - Corporate Finance
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Robert Panor's Morgan Stanley Experience July 2008 - October 2012
Job Energy Trader ACES Power Marketing
Industry Oil & Energy
Experience
ACES Power Marketing August 2014 - Present
Goldman Sachs October 2012 - August 2014
Morgan Stanley July 2008 - October 2012
Skills
Commodities, Power Generation, Electricity Markets, Energy Trading, Settlements, Oil/Gas, Natural Gas, PJM, Power Trading, CAISO, Power Markets, Base Metals, Natural Gas Trading, Crude, Gas Pipelines, Commodity Markets, Commodity, Settlement, Fixed Income, Swaps, Derivatives, Options
Education
Iona College 2004 — 2008
BBA, Finance, Economics
ACES Power Marketing August 2014 - Present
Goldman Sachs October 2012 - August 2014
Morgan Stanley July 2008 - October 2012
Skills
Commodities, Power Generation, Electricity Markets, Energy Trading, Settlements, Oil/Gas, Natural Gas, PJM, Power Trading, CAISO, Power Markets, Base Metals, Natural Gas Trading, Crude, Gas Pipelines, Commodity Markets, Commodity, Settlement, Fixed Income, Swaps, Derivatives, Options
Education
Iona College 2004 — 2008
BBA, Finance, Economics
Ron Holland Ron Holland's Morgan Stanley Experience 1999 - 2008
Job Vice President / Global Head of Dynamic Currency Conversion Sales at First Data Corporation
Industry Capital Markets
Experience
First Data Corporation February 2015 - Present
Holland Options Group January 2014 - February 2015
CitiMortgage March 2010 - December 2013
Corvil, Ltd. September 2008 - March 2011
Morgan Stanley 1999 - 2008
Bloomberg, LP 1992 - 1999
MTF, Ltd 1991 - 1992
Noonan, Astley & Pierce 1988 - 1991
Investors/SLK 1986 - 1988
Skills
Risk Management, Business Strategy, Analytics, Business Development, Portfolio Management, Equity Research, Management, Sales, Equities, Trading, Leadership, Bloomberg, Valuation, Investments, Electronic Trading, Financial Markets, Capital Markets, Hedge Funds, Content Strategy, Product Development, Product Management, Market Data, New Business Development, Strategy, Performance Management, Trading Systems, Series 7
Education
Iona College 1983 — 1986
BBA, Business
Fordham Prep
First Data Corporation February 2015 - Present
Holland Options Group January 2014 - February 2015
CitiMortgage March 2010 - December 2013
Corvil, Ltd. September 2008 - March 2011
Morgan Stanley 1999 - 2008
Bloomberg, LP 1992 - 1999
MTF, Ltd 1991 - 1992
Noonan, Astley & Pierce 1988 - 1991
Investors/SLK 1986 - 1988
Skills
Risk Management, Business Strategy, Analytics, Business Development, Portfolio Management, Equity Research, Management, Sales, Equities, Trading, Leadership, Bloomberg, Valuation, Investments, Electronic Trading, Financial Markets, Capital Markets, Hedge Funds, Content Strategy, Product Development, Product Management, Market Data, New Business Development, Strategy, Performance Management, Trading Systems, Series 7
Education
Iona College 1983 — 1986
BBA, Business
Fordham Prep
Robert Metz Robert Metz's Morgan Stanley Experience March 2010 - January 2014
Job Commodities Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2010 - January 2014
AllianceBernstein August 2007 - June 2009
Skills
Asset Management, Bloomberg, Derivatives, Equities, Fixed Income
Education
Iona College 2009 — 2013
Master, Business Administration; Financial Management
Iona College 2003 — 2007
Bachelor, Business Administration; Finance
Morgan Stanley March 2010 - January 2014
AllianceBernstein August 2007 - June 2009
Skills
Asset Management, Bloomberg, Derivatives, Equities, Fixed Income
Education
Iona College 2009 — 2013
Master, Business Administration; Financial Management
Iona College 2003 — 2007
Bachelor, Business Administration; Finance
Oliver Ivory Oliver Ivory's Morgan Stanley Experience July 2000 - May 2009
Job Financial Advisor at Ivory Independent Investments
Industry Financial Services
Experience
Ivory Independent Investments May 2009 - Present
Morgan Stanley July 2000 - May 2009
Education
Iowa State University 1986 — 1988
Political Science and Government, 3.0
University of Iowa
Liberal Arts and Sciences/Liberal Studies, 3.5
Ivory Independent Investments May 2009 - Present
Morgan Stanley July 2000 - May 2009
Education
Iowa State University 1986 — 1988
Political Science and Government, 3.0
University of Iowa
Liberal Arts and Sciences/Liberal Studies, 3.5
Kevin Volk's Morgan Stanley Experience February 2001 - December 2002
Job Sr. Program Manager Solutions Architecture PMO at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services July 2014 - Present
EMC September 2013 - June 2014
EMC March 2012 - September 2013
EMC April 2011 - March 2012
EMC January 2010 - April 2011
EMC April 2007 - 2009
Plus et Plus, Inc November 2004 - March 2007
Best Buy January 2003 - November 2004
Morgan Stanley February 2001 - December 2002
Skills
Project Portfolio..., Complex Project..., MS Project, Microsoft Office, EMC, Networking, Program Management, Resource Management, Scope Management, Time Management, Change Management, Team Building, Risk Management, Performance Management, Cost Management, PMO, Strategic Planning, Process Improvement, Coaching, Problem Solving, Customer Relations, Project Planning, Visio, Excel, Mentoring, Planning, Organizational..., Word, Employee Relations, Leadership Development, Talent Management, Forecasting, Team Leadership, Teamwork, PowerPoint, Photoshop, Cross-functional Team..., ITIL, International Business, International Management, Global Services, Professional Services, Leadership, Storage, Cloud Storage, Project Management, Virtualization, Training, Management, SAN
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Management
University of Massachusetts, Amherst
BBA, Management
Amazon Web Services July 2014 - Present
EMC September 2013 - June 2014
EMC March 2012 - September 2013
EMC April 2011 - March 2012
EMC January 2010 - April 2011
EMC April 2007 - 2009
Plus et Plus, Inc November 2004 - March 2007
Best Buy January 2003 - November 2004
Morgan Stanley February 2001 - December 2002
Skills
Project Portfolio..., Complex Project..., MS Project, Microsoft Office, EMC, Networking, Program Management, Resource Management, Scope Management, Time Management, Change Management, Team Building, Risk Management, Performance Management, Cost Management, PMO, Strategic Planning, Process Improvement, Coaching, Problem Solving, Customer Relations, Project Planning, Visio, Excel, Mentoring, Planning, Organizational..., Word, Employee Relations, Leadership Development, Talent Management, Forecasting, Team Leadership, Teamwork, PowerPoint, Photoshop, Cross-functional Team..., ITIL, International Business, International Management, Global Services, Professional Services, Leadership, Storage, Cloud Storage, Project Management, Virtualization, Training, Management, SAN
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Management
University of Massachusetts, Amherst
BBA, Management
Frances Wilkins's Morgan Stanley Experience January 2009 - February 2009
Job Accounting Manager at One Energy Inc
Industry Accounting
Experience
One Energy Inc December 2013 - Present
Complete Staffing May 2013 - December 2013
DCMA March 2012 - February 2013
MotherWoman June 2011 - March 2012
Calico & Creme April 2010 - October 2011
Biscom August 2009 - October 2009
Morgan Stanley January 2009 - February 2009
Carlson GMAC Real Estate April 2008 - December 2008
Sentient Flight Group July 2007 - February 2008
Southbridge Savings Bank July 2006 - July 2007
Skills
Financial Statements, Payroll, Account Reconciliation, Accounting, Invoicing, Financial Reporting, Spreadsheets, Peachtree, Data Entry, Cash Flow, Tax Preparation, Finance, Management, Nonprofits, Customer Service, Accounts Payable, Accounts Receivable, Bookkeeping, Bank Reconciliation, Tax, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Bachelors of Business Administration, Accounting & Information Systems
North Brookfield High School 1997 — 2001
Diploma
One Energy Inc December 2013 - Present
Complete Staffing May 2013 - December 2013
DCMA March 2012 - February 2013
MotherWoman June 2011 - March 2012
Calico & Creme April 2010 - October 2011
Biscom August 2009 - October 2009
Morgan Stanley January 2009 - February 2009
Carlson GMAC Real Estate April 2008 - December 2008
Sentient Flight Group July 2007 - February 2008
Southbridge Savings Bank July 2006 - July 2007
Skills
Financial Statements, Payroll, Account Reconciliation, Accounting, Invoicing, Financial Reporting, Spreadsheets, Peachtree, Data Entry, Cash Flow, Tax Preparation, Finance, Management, Nonprofits, Customer Service, Accounts Payable, Accounts Receivable, Bookkeeping, Bank Reconciliation, Tax, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Bachelors of Business Administration, Accounting & Information Systems
North Brookfield High School 1997 — 2001
Diploma
Jennifer (Jennifer Brodsky) Gordon's Morgan Stanley Experience August 2005 - April 2007
Job Asset Management HR Project Manager at JPMorgan Chase
Industry Events Services
Experience
JPMorgan Chase July 2012 - Present
JP Morgan Chase April 2007 - August 2012
Morgan Stanley August 2005 - April 2007
Skills
Event Planning, Meeting Planning, Event Management, Customer Service, Human Resources
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
University of Massachusetts, Amherst 2001 — 2005
JPMorgan Chase July 2012 - Present
JP Morgan Chase April 2007 - August 2012
Morgan Stanley August 2005 - April 2007
Skills
Event Planning, Meeting Planning, Event Management, Customer Service, Human Resources
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
University of Massachusetts, Amherst 2001 — 2005
Allan Golotko's Morgan Stanley Experience August 2013 - Present
Job Executive Director; Head of CES Product Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
UBS Financial Services Inc. August 1999 - August 2013
Claremont Technology Group July 1997 - August 1999
UBS Financial Service (F.K.A. PaineWebber Inc.) April 1990 - July 1997
U.S. Trust April 1989 - April 1990
Skills
Equities, Options, Portfolio Management, Series 7, Financial Services, Wealth Management, Alternative Investments, Series 63, Leadership, Fixed Income, Investments, Market Data, Vendor Management, Product Management, Securities, Business Analysis, Capital Markets, Financial Analysis, Trading Systems, Trading, SDLC, Mutual Funds, Derivatives
Education
Iowa State University 1984 — 1988
Bachelor of Business Administration, Management
Iowa State University
Bachelor of Business Administration (B.B.A.), Management
Morgan Stanley August 2013 - Present
UBS Financial Services Inc. August 1999 - August 2013
Claremont Technology Group July 1997 - August 1999
UBS Financial Service (F.K.A. PaineWebber Inc.) April 1990 - July 1997
U.S. Trust April 1989 - April 1990
Skills
Equities, Options, Portfolio Management, Series 7, Financial Services, Wealth Management, Alternative Investments, Series 63, Leadership, Fixed Income, Investments, Market Data, Vendor Management, Product Management, Securities, Business Analysis, Capital Markets, Financial Analysis, Trading Systems, Trading, SDLC, Mutual Funds, Derivatives
Education
Iowa State University 1984 — 1988
Bachelor of Business Administration, Management
Iowa State University
Bachelor of Business Administration (B.B.A.), Management
Karen Kluge's Morgan Stanley Experience June 2000 - Present
Job Manager of IT Training for Morgan Stanley Investment Banking Division in New York
Industry Professional Training & Coaching
Experience
Morgan Stanley June 2000 - Present
Credit Suisse February 1985 - January 1998
Warner Communications, Inc. October 1981 - January 1985
Skills
Trading Systems, Training, Financial Risk, Analysis, Investment Banking, Series 7, Equities, Financial Services, Risk Management, Training Delivery, Asset Managment, Business Analysis, Fixed Income, Equity Research, Capital Markets, Finance, Valuation, Economics, Hedge Funds, Mergers & Acquisitions, Private Equity, Investments, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, Corporate Finance, Asset Management
Education
Isenberg School of Management, UMass Amherst 1979 — 1981
MBA, Finance
State University of New York College at Fredonia 1975 — 1979
BA, Music and Economics
Morgan Stanley June 2000 - Present
Credit Suisse February 1985 - January 1998
Warner Communications, Inc. October 1981 - January 1985
Skills
Trading Systems, Training, Financial Risk, Analysis, Investment Banking, Series 7, Equities, Financial Services, Risk Management, Training Delivery, Asset Managment, Business Analysis, Fixed Income, Equity Research, Capital Markets, Finance, Valuation, Economics, Hedge Funds, Mergers & Acquisitions, Private Equity, Investments, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, Corporate Finance, Asset Management
Education
Isenberg School of Management, UMass Amherst 1979 — 1981
MBA, Finance
State University of New York College at Fredonia 1975 — 1979
BA, Music and Economics
Khamar Maitland's Morgan Stanley Experience January 2015 - Present
Job Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley June 2009 - January 2012
Morgan Stanley July 2008 - June 2009
IFMG (formally apart of Sun Life Financial) 2007 - 2008
Skills
Securities Lending, Retail Banking, Commodity Markets, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Asset Based Lending, Series 99, Banking, Finance, Financial Services, Wealth Management, Private Banking, Operational Risk..., Loans, Risk Management, Financial Analysis
Education
Iona College 2001 — 2005
BBA, Finance
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley June 2009 - January 2012
Morgan Stanley July 2008 - June 2009
IFMG (formally apart of Sun Life Financial) 2007 - 2008
Skills
Securities Lending, Retail Banking, Commodity Markets, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Asset Based Lending, Series 99, Banking, Finance, Financial Services, Wealth Management, Private Banking, Operational Risk..., Loans, Risk Management, Financial Analysis
Education
Iona College 2001 — 2005
BBA, Finance
Maria Pasev's Morgan Stanley Experience June 2010 - Present
Job Vice President, Solutions Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2010 - Present
JPMorgan Chase November 2006 - July 2010
JPMorgan Chase August 1997 - November 2006
Chase August 1996 - August 1997
Smith Barney August 1994 - August 1996
Ciba-Geigy 1990 - 1993
Skills
Storage, Storage Area Networks, Team Building, ITIL, Data Center, Leadership, Troubleshooting, Enterprise Architecture, Disaster Recovery, VMware, SDLC, Equities, IT Management, IT Strategy, Vendor Management, System Deployment, Investment Banking, Cisco Technologies, Integration, Business Continuity, Risk Management, Security, Microsoft Certified..., Hardware, Infrastructure, Virtualization, Windows, IT Service Management, Technical Support, Cloud Computing, IT Operations, Information Technology, Incident Management
Education
Iona College 1989 — 1993
Morgan Stanley June 2010 - Present
JPMorgan Chase November 2006 - July 2010
JPMorgan Chase August 1997 - November 2006
Chase August 1996 - August 1997
Smith Barney August 1994 - August 1996
Ciba-Geigy 1990 - 1993
Skills
Storage, Storage Area Networks, Team Building, ITIL, Data Center, Leadership, Troubleshooting, Enterprise Architecture, Disaster Recovery, VMware, SDLC, Equities, IT Management, IT Strategy, Vendor Management, System Deployment, Investment Banking, Cisco Technologies, Integration, Business Continuity, Risk Management, Security, Microsoft Certified..., Hardware, Infrastructure, Virtualization, Windows, IT Service Management, Technical Support, Cloud Computing, IT Operations, Information Technology, Incident Management
Education
Iona College 1989 — 1993
Joseph Antonio's Morgan Stanley Experience September 2004 - March 2007
Job Vice President Fixed Income Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo October 2009 - December 2013
Wells Fargo March 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers May 2001 - September 2004
Lehman Brothers November 1998 - May 2001
Iona Preparatory High School September 1996 - November 1998
Skills
Fixed Income, Prime Brokerage, Middle Office, Financial Services, Bonds, Trading, FINRA, Series 63, Derivatives, Investment Banking, Trading Systems, Hedge Funds, Options, Series 7, Capital Markets, Alternative Investments, Swaps, Interest Rate..., Credit Derivatives, Municipal Bonds, Foreign Exchange, FX Options, Equities, Systems Improvement, System Implementations, Impact, Broadridge, Series 24
Education
Iona College 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Wells Fargo December 2013 - Present
Wells Fargo October 2009 - December 2013
Wells Fargo March 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers May 2001 - September 2004
Lehman Brothers November 1998 - May 2001
Iona Preparatory High School September 1996 - November 1998
Skills
Fixed Income, Prime Brokerage, Middle Office, Financial Services, Bonds, Trading, FINRA, Series 63, Derivatives, Investment Banking, Trading Systems, Hedge Funds, Options, Series 7, Capital Markets, Alternative Investments, Swaps, Interest Rate..., Credit Derivatives, Municipal Bonds, Foreign Exchange, FX Options, Equities, Systems Improvement, System Implementations, Impact, Broadridge, Series 24
Education
Iona College 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Neil Hogan's Morgan Stanley Experience February 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Merrill Lynch February 2004 - February 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney August 1997 - February 2000
Skills
Equities, FINRA, Securities, Fixed Income, Series 7, Project Management, Series 24
Education
Iona College
Morgan Stanley February 2006 - Present
Merrill Lynch February 2004 - February 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney August 1997 - February 2000
Skills
Equities, FINRA, Securities, Fixed Income, Series 7, Project Management, Series 24
Education
Iona College
Frank Nunziato's Morgan Stanley Experience 2005 - Present
Job Fixed Income Desk
Industry Financial Services
Experience
Morgan Stanley 2005 - Present
Skills
Fixed Income
Education
Iona College 2001 — 2005
Morgan Stanley 2005 - Present
Skills
Fixed Income
Education
Iona College 2001 — 2005
Marcella LeSane's Morgan Stanley Experience December 2000 - Present
Job Executive Assistant at Morgan Stanley
Industry Banking
Experience
Morgan Stanley December 2000 - Present
Citi January 1985 - December 2000
Skills
Concur, Travel Arrangements, Calendaring, Expense Management, Administrative..., Calendars, Outlook, Microsoft Excel, Lotus Notes, Diary Management, Spreadsheets, Office Management, Executive Support, PowerPoint, Expenses, Confidentiality, Bloomberg, Microsoft Office, Access, PeopleSoft, Invoicing
Education
Iona College 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Monroe College
Secretarial Certificate
Morgan Stanley December 2000 - Present
Citi January 1985 - December 2000
Skills
Concur, Travel Arrangements, Calendaring, Expense Management, Administrative..., Calendars, Outlook, Microsoft Excel, Lotus Notes, Diary Management, Spreadsheets, Office Management, Executive Support, PowerPoint, Expenses, Confidentiality, Bloomberg, Microsoft Office, Access, PeopleSoft, Invoicing
Education
Iona College 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Monroe College
Secretarial Certificate
Janet Moeller's Morgan Stanley Experience 2008 - Present
Job Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
JPMorgan Private Bank 2004 - 2008
Williams Labadie 1999 - 2002
Education
Iowa State University 1993 — 1997
Morgan Stanley 2008 - Present
JPMorgan Private Bank 2004 - 2008
Williams Labadie 1999 - 2002
Education
Iowa State University 1993 — 1997
Michael Ballone's Morgan Stanley Experience October 2014 - Present
Job Morgan Stanley Corporate Treasury
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Royal Bank of Scotland May 2013 - October 2014
Royal Bank of Scotland December 2011 - April 2013
Royal Bank of Scotland July 2010 - December 2011
GE Capital November 2006 - June 2010
Education
Iona College 2006 — 2008
MBA, Finance & Management
Berkeley College 2003 — 2006
Undergraduate, Management
Morgan Stanley October 2014 - Present
Royal Bank of Scotland May 2013 - October 2014
Royal Bank of Scotland December 2011 - April 2013
Royal Bank of Scotland July 2010 - December 2011
GE Capital November 2006 - June 2010
Education
Iona College 2006 — 2008
MBA, Finance & Management
Berkeley College 2003 — 2006
Undergraduate, Management
Mark Zima's Morgan Stanley Experience May 1998 - October 2005
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2006 - Present
Lehman Brothers September 2005 - September 2006
Morgan Stanley May 1998 - October 2005
Education
Iona College 1987 — 1990
Master of Business Administration (MBA), Business/Managerial Economics
Credit Suisse October 2006 - Present
Lehman Brothers September 2005 - September 2006
Morgan Stanley May 1998 - October 2005
Education
Iona College 1987 — 1990
Master of Business Administration (MBA), Business/Managerial Economics
Nataliya Shpits's Morgan Stanley Experience May 2014 - Present
Job Lateral Recruiter at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - May 2014
Neuberger Berman February 2012 - June 2013
CTPartners October 2007 - February 2012
Skills
Talent Acquisition, Recruiting, Executive Search, Onboarding, Human Resources, Sourcing, Technical Recruiting, Screening Resumes, Applicant Tracking..., Internet Recruiting, Employee Relations, Interviews, Resume Writing
Education
Iona College 2003 — 2007
B.A., Mass Communications
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - May 2014
Neuberger Berman February 2012 - June 2013
CTPartners October 2007 - February 2012
Skills
Talent Acquisition, Recruiting, Executive Search, Onboarding, Human Resources, Sourcing, Technical Recruiting, Screening Resumes, Applicant Tracking..., Internet Recruiting, Employee Relations, Interviews, Resume Writing
Education
Iona College 2003 — 2007
B.A., Mass Communications
Jaman Burton's Morgan Stanley Experience 1999 - 2000
Job Technical Development Lead at Monsanto
Industry Information Technology and Services
Experience
Monsanto Company July 2014 - Present
Monsanto March 2008 - March 2015
Technology Partners March 2008 - April 2009
Bradford & Galt January 2007 - March 2008
World Wide Technology 2005 - 2007
Ciber 2000 - 2004
Morgan Stanley 1999 - 2000
Skills
SOA, J2EE, Agile, Weblogic, Oracle, Business Analysis, Web Services, XML, Spring Framework, Software Development, SQL, Enterprise Architecture, Integration, Tomcat, Java, JavaScript, Requirements Analysis, Databases, Unix, JUnit, Hibernate, Solution Architecture, Scrum, Cloud Computing, Software Project..., Maven, Test Driven Development, Process Improvement
Education
Iowa State University 1992 — 1997
Bachelor of Science (B.Sc.), Computer Science
Rex Ralph! 1978 — 1984
Monsanto Company July 2014 - Present
Monsanto March 2008 - March 2015
Technology Partners March 2008 - April 2009
Bradford & Galt January 2007 - March 2008
World Wide Technology 2005 - 2007
Ciber 2000 - 2004
Morgan Stanley 1999 - 2000
Skills
SOA, J2EE, Agile, Weblogic, Oracle, Business Analysis, Web Services, XML, Spring Framework, Software Development, SQL, Enterprise Architecture, Integration, Tomcat, Java, JavaScript, Requirements Analysis, Databases, Unix, JUnit, Hibernate, Solution Architecture, Scrum, Cloud Computing, Software Project..., Maven, Test Driven Development, Process Improvement
Education
Iowa State University 1992 — 1997
Bachelor of Science (B.Sc.), Computer Science
Rex Ralph! 1978 — 1984
Sahin Baran's Morgan Stanley Experience June 2009 - Present
Job IT Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney 2009 - 2010
Citigroup Inc. January 2000 - June 2009
Skills
Business Analysis, SDLC, Software Project..., SQL, Requirements Analysis, IT Strategy, Risk Management, Project Management, Unix, Vendor Management, Software Development, Microsoft SQL Server, Visio
Education
New York University 2001 — 2005
MS, Computer Science
Pace University 1997 — 2000
MBA, Information Systems and Finance in Investment
İstanbul Teknik Üniversitesi 1991 — 1996
Bachelor of Science, Electronics and Telecommunication
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney 2009 - 2010
Citigroup Inc. January 2000 - June 2009
Skills
Business Analysis, SDLC, Software Project..., SQL, Requirements Analysis, IT Strategy, Risk Management, Project Management, Unix, Vendor Management, Software Development, Microsoft SQL Server, Visio
Education
New York University 2001 — 2005
MS, Computer Science
Pace University 1997 — 2000
MBA, Information Systems and Finance in Investment
İstanbul Teknik Üniversitesi 1991 — 1996
Bachelor of Science, Electronics and Telecommunication
James J. Pomfret's Morgan Stanley Experience 1991 - November 2006
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2006 - March 2013
Morgan Stanley 1991 - November 2006
Smith Barney 1986 - 1991
Merrill Lynch 1983 - 1986
Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1967 — 1971
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2006 - March 2013
Morgan Stanley 1991 - November 2006
Smith Barney 1986 - 1991
Merrill Lynch 1983 - 1986
Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1967 — 1971
David Mayell, PMP's Morgan Stanley Experience June 2006 - April 2008
Job US Region Program & Project Manager at BD
Industry Medical Devices
Experience
BD July 2014 - Present
Flywheel Sports September 2013 - Present
BD December 2013 - July 2014
DGA Security Systems July 2009 - November 2013
DGA Security Systems April 2012 - May 2013
Morgan Stanley June 2006 - April 2008
UVC TV-19 September 2004 - May 2006
Skills
Salesforce.com, Project Management, Account Management, Market Research, Marketing, Strategic Planning, Microsoft Office, Product Management, Marketing Strategy, Competitive Analysis, Management, Team Leadership, Microsoft Excel, Sales, New Business Development, Team Building, Business Strategy, Social Media, Contract Negotiation, Social Media Marketing, CRM, Strategy, Cross-functional Team..., Business Analysis, Business Intelligence, Lead Generation, Change Management, B2B, Business Process, Sales Process, Program Management, Business Development, ERP, Training, Strategic Partnerships, Sales Management, Advertising, Negotiation, Entrepreneurship, Online Marketing, Sales Operations, Leadership, Data Analysis, Start-ups, Cold Calling, Online Advertising, Direct Sales, Solution Selling
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MBA, Marketing
Isenberg School of Management, UMass Amherst 2002 — 2006
BA, Management, Communications
BD July 2014 - Present
Flywheel Sports September 2013 - Present
BD December 2013 - July 2014
DGA Security Systems July 2009 - November 2013
DGA Security Systems April 2012 - May 2013
Morgan Stanley June 2006 - April 2008
UVC TV-19 September 2004 - May 2006
Skills
Salesforce.com, Project Management, Account Management, Market Research, Marketing, Strategic Planning, Microsoft Office, Product Management, Marketing Strategy, Competitive Analysis, Management, Team Leadership, Microsoft Excel, Sales, New Business Development, Team Building, Business Strategy, Social Media, Contract Negotiation, Social Media Marketing, CRM, Strategy, Cross-functional Team..., Business Analysis, Business Intelligence, Lead Generation, Change Management, B2B, Business Process, Sales Process, Program Management, Business Development, ERP, Training, Strategic Partnerships, Sales Management, Advertising, Negotiation, Entrepreneurship, Online Marketing, Sales Operations, Leadership, Data Analysis, Start-ups, Cold Calling, Online Advertising, Direct Sales, Solution Selling
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MBA, Marketing
Isenberg School of Management, UMass Amherst 2002 — 2006
BA, Management, Communications
Andrea Stack's Morgan Stanley Experience December 2010 - July 2012
Job Assistant Vice President, Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Morgan Stanley December 2010 - July 2012
Morgan Stanley March 2004 - December 2010
Morgan Stanley August 2000 - March 2004
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Bloomberg, Investments, Securities, Asset Allocation, Capital Markets, Asset Managment, Derivatives Trading, Institutional Sales, Equity Research, Portfolio Management, Private Banking, Asset Management
Education
Ithaca College
B.S., Finance
Concord-Carlisle High School
Credit Suisse July 2012 - Present
Morgan Stanley December 2010 - July 2012
Morgan Stanley March 2004 - December 2010
Morgan Stanley August 2000 - March 2004
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Bloomberg, Investments, Securities, Asset Allocation, Capital Markets, Asset Managment, Derivatives Trading, Institutional Sales, Equity Research, Portfolio Management, Private Banking, Asset Management
Education
Ithaca College
B.S., Finance
Concord-Carlisle High School
Shiala George's Morgan Stanley Experience March 2002 - November 2002
Job Associate Product Manager at The SherwinWilliams Company
Industry Chemicals
Experience
The Sherwin-Williams Company July 2012 - Present
The Sherwin-Williams Company November 2009 - July 2012
Nine West Group October 2007 - November 2009
Nine West Group June 2006 - October 2007
Heineken USA January 2004 - November 2005
Morgan Stanley March 2002 - November 2002
Morgan Stanley July 2000 - March 2002
Skills
Project Management, Marketing, Leadership, Forecasting, Merchandising, Microsoft Excel, Competitive Analysis, Customer Service, Marketing Strategy, Inventory Management, PowerPoint, Product Development, Strategic Planning, Microsoft Office, Marketing Communications, Marketing Management, Problem Solving, Business Analysis, Organization, Goal Oriented, Goal Setting, Management, Pricing, Sales
Education
Iona College 1999 — 2000
MBA, Marketing and International Business
Iona College 1994 — 1996
Certificate, Paralegal Studies
Iona College 1992 — 1996
BS, Business Administration and Management, General
The Sherwin-Williams Company July 2012 - Present
The Sherwin-Williams Company November 2009 - July 2012
Nine West Group October 2007 - November 2009
Nine West Group June 2006 - October 2007
Heineken USA January 2004 - November 2005
Morgan Stanley March 2002 - November 2002
Morgan Stanley July 2000 - March 2002
Skills
Project Management, Marketing, Leadership, Forecasting, Merchandising, Microsoft Excel, Competitive Analysis, Customer Service, Marketing Strategy, Inventory Management, PowerPoint, Product Development, Strategic Planning, Microsoft Office, Marketing Communications, Marketing Management, Problem Solving, Business Analysis, Organization, Goal Oriented, Goal Setting, Management, Pricing, Sales
Education
Iona College 1999 — 2000
MBA, Marketing and International Business
Iona College 1994 — 1996
Certificate, Paralegal Studies
Iona College 1992 — 1996
BS, Business Administration and Management, General
Trevor Nugent's Morgan Stanley Experience July 2011 - August 2014
Job Senior Performance Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management March 2015 - Present
Morgan Stanley July 2011 - August 2014
Neuberger Berman November 2006 - September 2010
Morgan Stanley March 2000 - November 2006
Prudential Financial December 1997 - March 2000
Prudential Financial May 1995 - December 1997
Skills
Equities, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Securities, Accounting, Hedge Funds, Financial Risk, Alternative Investments, Asset Management, Bloomberg
Education
Iona College 1990 — 1994
BS, Communication Arts
Essex Catholic HS
Barclays Wealth and Investment Management March 2015 - Present
Morgan Stanley July 2011 - August 2014
Neuberger Berman November 2006 - September 2010
Morgan Stanley March 2000 - November 2006
Prudential Financial December 1997 - March 2000
Prudential Financial May 1995 - December 1997
Skills
Equities, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Securities, Accounting, Hedge Funds, Financial Risk, Alternative Investments, Asset Management, Bloomberg
Education
Iona College 1990 — 1994
BS, Communication Arts
Essex Catholic HS
Mario Pietromonaco's Morgan Stanley Experience 2011 - 2012
Job Business Development Manager and VMO Consultant
Industry Oil & Energy
Experience
MRE Consulting January 2015 - Present
NO comment- Left because of ethical reasons July 2013 - December 2014
BP June 2012 - July 2013
Pivot Inc. June 2011 - June 2012
Morgan Stanley 2011 - 2012
TRANSMARKET GROUP November 2008 - March 2010
GS Energy Partners, LLC February 2005 - September 2007
Skills
Trading, Commodity, Risk Management, Business Development, Options, Derivatives, Leadership, Mergers & Acquisitions, Financial Markets, Management, Portfolio Management, Sales, Strategy, Series 7, Business Planning, Business Networking, Sales Management, Finance, Salesforce.com, Financial Modeling, Internal Communications, Partnerships, Channel Partnerships
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Finance
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Farmingdale High School 1996 — 2000
Diploma
MRE Consulting January 2015 - Present
NO comment- Left because of ethical reasons July 2013 - December 2014
BP June 2012 - July 2013
Pivot Inc. June 2011 - June 2012
Morgan Stanley 2011 - 2012
TRANSMARKET GROUP November 2008 - March 2010
GS Energy Partners, LLC February 2005 - September 2007
Skills
Trading, Commodity, Risk Management, Business Development, Options, Derivatives, Leadership, Mergers & Acquisitions, Financial Markets, Management, Portfolio Management, Sales, Strategy, Series 7, Business Planning, Business Networking, Sales Management, Finance, Salesforce.com, Financial Modeling, Internal Communications, Partnerships, Channel Partnerships
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Finance
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Farmingdale High School 1996 — 2000
Diploma
Susan Musano's Morgan Stanley Experience June 2013 - Present
Job Vice President, HR Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Moodys Corporation July 2009 - June 2013
Barclays Capital (formerly Lehman Brothers) September 2008 - July 2009
Lehman Brothers July 2004 - September 2008
US Trust January 2003 - July 2004
Morgan Stanley February 2000 - January 2003
Akin Gump Strauss Hauer & Feld LLP September 1998 - February 2000
Education
Iona College 1994 — 1998
BA
Morgan Stanley June 2013 - Present
Moodys Corporation July 2009 - June 2013
Barclays Capital (formerly Lehman Brothers) September 2008 - July 2009
Lehman Brothers July 2004 - September 2008
US Trust January 2003 - July 2004
Morgan Stanley February 2000 - January 2003
Akin Gump Strauss Hauer & Feld LLP September 1998 - February 2000
Education
Iona College 1994 — 1998
BA
Stephen Marchini's Morgan Stanley Experience June 1985 - June 1989
Job Alphavision Head of Product
Industry Capital Markets
Experience
Portware LLC May 2012 - Present
Aritas Securities LLC June 2009 - May 2012
JPMorgan Chase November 1989 - February 2009
Morgan Stanley June 1985 - June 1989
Skills
Investment Management, Electronic Trading, Business Strategy, Patents, Strategy, Equities, Trading Strategies, Alternative Investments, Analysis, Hedge Funds, Trading Systems, Trading, Capital Markets
Education
Iona College 1981 — 1985
B.B.A, Finance
Portware LLC May 2012 - Present
Aritas Securities LLC June 2009 - May 2012
JPMorgan Chase November 1989 - February 2009
Morgan Stanley June 1985 - June 1989
Skills
Investment Management, Electronic Trading, Business Strategy, Patents, Strategy, Equities, Trading Strategies, Alternative Investments, Analysis, Hedge Funds, Trading Systems, Trading, Capital Markets
Education
Iona College 1981 — 1985
B.B.A, Finance
Jason Friedman's Morgan Stanley Experience February 2006 - February 2013
Job Client Manager Envision Financial Systems
Industry Information Technology and Services
Experience
Envision Financial Systems, Inc. June 2013 - Present
Morgan Stanley February 2006 - February 2013
Wachovia Securities 2000 - 2006
Skills
Series 7, Derivatives, Equities, Securities, Bloomberg, Trading, Capital Markets, Settlement, Middle Office, Financial Markets, Back Office, Commodity, Fixed Income, Asset Management, Options, Financial Services, Investments
Education
Towson University 1996 — 1998
Finance and Economics
Ithaca College 1993 — 1994
General Studies
Envision Financial Systems, Inc. June 2013 - Present
Morgan Stanley February 2006 - February 2013
Wachovia Securities 2000 - 2006
Skills
Series 7, Derivatives, Equities, Securities, Bloomberg, Trading, Capital Markets, Settlement, Middle Office, Financial Markets, Back Office, Commodity, Fixed Income, Asset Management, Options, Financial Services, Investments
Education
Towson University 1996 — 1998
Finance and Economics
Ithaca College 1993 — 1994
General Studies
Cook Paige's Morgan Stanley Experience March 2003 - January 2007
Job Financial Consultant
Industry Financial Services
Experience
TIAA-CREF January 2007 - Present
Morgan Stanley March 2003 - January 2007
Education
Iowa State University
John F. Kennedy University
TIAA-CREF January 2007 - Present
Morgan Stanley March 2003 - January 2007
Education
Iowa State University
John F. Kennedy University
Marc Weintraub's Morgan Stanley Experience January 1996 - September 2002
Job Associate Director, Medical Affairs at Merck
Industry Pharmaceuticals
Experience
Merck & Co., Inc. September 2014 - Present
Merck & Co. Inc. February 2010 - September 2014
Merck & Co., Inc. November 2005 - February 2010
FTI Consulting January 2002 - November 2005
Morgan Stanley January 1996 - September 2002
The Plaza, A Fairmont Managed Hotel July 1992 - November 1995
Skills
Managed Care, Process Improvement, Pharmaceutical Industry, Change Management, Business Analysis, Leadership, Mentoring, Strategy, Training, Marketing Strategy, Business Planning, Business Development, Contract Management, Project Management, Sales, Strategic Planning, Management, CRM
Education
Ithaca College 1988 — 1992
Bachelor of Science (B.S.)
Merck & Co., Inc. September 2014 - Present
Merck & Co. Inc. February 2010 - September 2014
Merck & Co., Inc. November 2005 - February 2010
FTI Consulting January 2002 - November 2005
Morgan Stanley January 1996 - September 2002
The Plaza, A Fairmont Managed Hotel July 1992 - November 1995
Skills
Managed Care, Process Improvement, Pharmaceutical Industry, Change Management, Business Analysis, Leadership, Mentoring, Strategy, Training, Marketing Strategy, Business Planning, Business Development, Contract Management, Project Management, Sales, Strategic Planning, Management, CRM
Education
Ithaca College 1988 — 1992
Bachelor of Science (B.S.)
Jérôme BOUILLON's Morgan Stanley Experience December 2013 - February 2015
Job Business Intermediary at Emerald Coast Business Brokers
Industry Financial Services
Experience
Emerald Coast Business Brokers September 2015 - Present
POCATI LLC March 2015 - Present
Morgan Stanley December 2013 - February 2015
JB Consult October 2012 - August 2013
Groupe D&O - Now groupe KLESIA September 2006 - December 2012
BNP Paribas Fortis January 2011 - March 2012
BNP Paribas Fortis September 2006 - January 2011
Credit Agricole Asset Management - London June 2002 - December 2005
Credit Agricole Asset Management June 1999 - December 2005
Garban - ICAP September 1997 - June 1999
Skills
Asset Management, Financial Institutions, Fixed Income, Banking, Credit, Non-profits, Portfolio Management, Merchant Banking, Investments, Customer Relations, Trading, Bonds, Financial Markets, Investment Banking, Capital Markets, French, Innovator, Impact Investing, Alternative Investments, Entrepreneurship, Social Entrepreneurship, Coordination, Business Relationship..., ALM, Recycling, Team Management, Sales Management, Sales Process, Asset Managment, Corporate Finance, Finance, Funding, Risk Management, Financial Structuring, Structured Finance, Swaps, Financial Risk, Due Diligence, Mutual Funds, Emerging Markets, Valuation, Management, Business Strategy, Business Brokerage, Mergers
Education
Ipag Business School 1987 — 1991
MBA, Economics and management
Le Loquidy 1987 — 1987
Baccalaureat, Economics, History, French, Geography
Emerald Coast Business Brokers September 2015 - Present
POCATI LLC March 2015 - Present
Morgan Stanley December 2013 - February 2015
JB Consult October 2012 - August 2013
Groupe D&O - Now groupe KLESIA September 2006 - December 2012
BNP Paribas Fortis January 2011 - March 2012
BNP Paribas Fortis September 2006 - January 2011
Credit Agricole Asset Management - London June 2002 - December 2005
Credit Agricole Asset Management June 1999 - December 2005
Garban - ICAP September 1997 - June 1999
Skills
Asset Management, Financial Institutions, Fixed Income, Banking, Credit, Non-profits, Portfolio Management, Merchant Banking, Investments, Customer Relations, Trading, Bonds, Financial Markets, Investment Banking, Capital Markets, French, Innovator, Impact Investing, Alternative Investments, Entrepreneurship, Social Entrepreneurship, Coordination, Business Relationship..., ALM, Recycling, Team Management, Sales Management, Sales Process, Asset Managment, Corporate Finance, Finance, Funding, Risk Management, Financial Structuring, Structured Finance, Swaps, Financial Risk, Due Diligence, Mutual Funds, Emerging Markets, Valuation, Management, Business Strategy, Business Brokerage, Mergers
Education
Ipag Business School 1987 — 1991
MBA, Economics and management
Le Loquidy 1987 — 1987
Baccalaureat, Economics, History, French, Geography
Fred Short's Morgan Stanley Experience May 1996 - May 2011
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2011 - Present
Morgan Stanley May 1996 - May 2011
Skills
Sybase, Prime Brokerage, Equities, Trading Systems, Java, SDLC, SQL, SOA, Perl, Unix, JavaScript, Web Development, Web Applications, Database Design, Software Project..., Enterprise Architecture, Hibernate, Java Enterprise Edition, XML, Ext JS, MongoDB, CSS3, HTML 5
Education
Iona College 1991 — 1995
BS, Computer Science
Credit Suisse May 2011 - Present
Morgan Stanley May 1996 - May 2011
Skills
Sybase, Prime Brokerage, Equities, Trading Systems, Java, SDLC, SQL, SOA, Perl, Unix, JavaScript, Web Development, Web Applications, Database Design, Software Project..., Enterprise Architecture, Hibernate, Java Enterprise Edition, XML, Ext JS, MongoDB, CSS3, HTML 5
Education
Iona College 1991 — 1995
BS, Computer Science
Robert Rynd's Morgan Stanley Experience 1997 - 1999
Job SVP, Head of Corporates & Government Market Development, Americas
Industry Capital Markets
Experience
Thomson Reuters December 2013 - Present
Thomson Reuters June 2013 - November 2013
Thomson Reuters April 2010 - May 2013
Thomson Reuters 2006 - April 2010
Thomson Reuters March 2004 - 2006
UBS December 1999 - January 2002
Morgan Stanley 1997 - 1999
Skills
Investor Relations, Competitive Intelligence, Competitive Analysis, Capital Markets, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Valuation, Start-ups, Finance, Entrepreneurship, Financial Services, Investments, Team Management, Management Consulting, Analysis, Strategy, Strategic Planning, Market Analysis
Education
Isenberg School of Management, UMass Amherst
B.B.A, Finance
Thomson Reuters December 2013 - Present
Thomson Reuters June 2013 - November 2013
Thomson Reuters April 2010 - May 2013
Thomson Reuters 2006 - April 2010
Thomson Reuters March 2004 - 2006
UBS December 1999 - January 2002
Morgan Stanley 1997 - 1999
Skills
Investor Relations, Competitive Intelligence, Competitive Analysis, Capital Markets, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Valuation, Start-ups, Finance, Entrepreneurship, Financial Services, Investments, Team Management, Management Consulting, Analysis, Strategy, Strategic Planning, Market Analysis
Education
Isenberg School of Management, UMass Amherst
B.B.A, Finance
Gene De Soiza's Morgan Stanley Experience March 1989 - Present
Job Senior V.P. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1989 - Present
Lehman Brothers 1986 - 1989
Kidder Peabody 1984 - 1986
Xerox Corporation 1977 - 1981
Skills
Alternative Investments, Asset Management, Asset Managment, Budgets, Business Strategy, Financial Analysis, Financial Services, Investments, Marketing, Mutual Funds, New Business Development, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Fixed Income
Education
Iona College 1974 — 1977
bba, marketing
Morgan Stanley March 1989 - Present
Lehman Brothers 1986 - 1989
Kidder Peabody 1984 - 1986
Xerox Corporation 1977 - 1981
Skills
Alternative Investments, Asset Management, Asset Managment, Budgets, Business Strategy, Financial Analysis, Financial Services, Investments, Marketing, Mutual Funds, New Business Development, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Fixed Income
Education
Iona College 1974 — 1977
bba, marketing
Greg Blattner's Morgan Stanley Experience October 2000 - April 2004
Job Business Development Manager at Agio
Industry Financial Services
Experience
Agio January 2014 - Present
Thomson Reuters May 2013 - December 2013
Cambridge Mercantile July 2012 - April 2013
American Express January 2010 - June 2012
JP Morgan January 2007 - January 2009
JP Morgan October 2005 - January 2007
Deloitte May 2004 - October 2005
Morgan Stanley October 2000 - April 2004
Skills
Currency, Trading, Options, FX Options, Risk Management, FX Hedging, Payments, FxCop, Integration, Sales, Salesforce.com, Currency Exchange, Risk Assessment, Operational Risk..., Financial Institutions, Relationship Management, Foreign Exchange, Capital Markets, Financial Risk, Financial Services
Education
Iona College
Iona Preparatory
Agio January 2014 - Present
Thomson Reuters May 2013 - December 2013
Cambridge Mercantile July 2012 - April 2013
American Express January 2010 - June 2012
JP Morgan January 2007 - January 2009
JP Morgan October 2005 - January 2007
Deloitte May 2004 - October 2005
Morgan Stanley October 2000 - April 2004
Skills
Currency, Trading, Options, FX Options, Risk Management, FX Hedging, Payments, FxCop, Integration, Sales, Salesforce.com, Currency Exchange, Risk Assessment, Operational Risk..., Financial Institutions, Relationship Management, Foreign Exchange, Capital Markets, Financial Risk, Financial Services
Education
Iona College
Iona Preparatory
Gus Varricchio's Morgan Stanley Experience 1995 - 1998
Job Controller at BrightGrid Solar, Inc.
Industry Accounting
Experience
BrightGrid Solar, Inc. 2012 - Present
VMS 2009 - 2011
National Wholesale Liquidators, Inc 2001 - 2009
Goldman Sachs 1998 - 2001
Morgan Stanley 1995 - 1998
Metropolitan Petroleum Transportation Inc. 1988 - 1995
Skills
MS Dynamics Great Plains, Expert Excel, FRX and Crystal..., NetSuite Online GL..., QuickBooks, Management, Microsoft Excel, Finance, Financial Statements, Analysis, Leadership, Financial Reporting, Accounts Payable, Social Media, Budgets
Education
Iona College
BBA, Accounting
BrightGrid Solar, Inc. 2012 - Present
VMS 2009 - 2011
National Wholesale Liquidators, Inc 2001 - 2009
Goldman Sachs 1998 - 2001
Morgan Stanley 1995 - 1998
Metropolitan Petroleum Transportation Inc. 1988 - 1995
Skills
MS Dynamics Great Plains, Expert Excel, FRX and Crystal..., NetSuite Online GL..., QuickBooks, Management, Microsoft Excel, Finance, Financial Statements, Analysis, Leadership, Financial Reporting, Accounts Payable, Social Media, Budgets
Education
Iona College
BBA, Accounting
Tim O'Keeffe's Morgan Stanley Experience March 2004 - June 2007
Job Senior Operations Analyst
Industry Financial Services
Experience
Citigroup July 2007 - Present
Morgan Stanley March 2004 - June 2007
Skills
Series 7, Series 63, Securities, Banking, Back Office, Asset Management, Bloomberg, Derivatives, Financial Services, Fixed Income, Middle Office
Education
Iona College 1990 — 1997
BA, English Language and Literature, General
Citigroup July 2007 - Present
Morgan Stanley March 2004 - June 2007
Skills
Series 7, Series 63, Securities, Banking, Back Office, Asset Management, Bloomberg, Derivatives, Financial Services, Fixed Income, Middle Office
Education
Iona College 1990 — 1997
BA, English Language and Literature, General
Khurrum Khan's Morgan Stanley Experience May 2003 - June 2004
Job Senior Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2006 - Present
Saint John's University 2001 - 2006
Morgan Stanley May 2003 - June 2004
Skills
Financial Analysis, Auditing, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Reporting, Dodd-Frank, External Audit, Internal Audit, Big Four, SEC filings, IPO, GAAP, SEC Filings
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
BS, Finance
Iqra University 1998 — 2000
BBA, Business Administration
Ernst & Young June 2006 - Present
Saint John's University 2001 - 2006
Morgan Stanley May 2003 - June 2004
Skills
Financial Analysis, Auditing, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Reporting, Dodd-Frank, External Audit, Internal Audit, Big Four, SEC filings, IPO, GAAP, SEC Filings
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
BS, Finance
Iqra University 1998 — 2000
BBA, Business Administration
Joan Kelly's Morgan Stanley Experience 1990 - 2009
Job Director at Citibank
Industry Investment Banking
Experience
Citi May 2012 - Present
Societe Generale July 2009 - April 2012
Morgan Stanley Dean Witter October 1990 - April 2009
Morgan Stanley 1990 - 2009
Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Derivatives, Structured Products, FX Options, Prime Brokerage
Education
Iona College 1986 — 1990
Finance
Citi May 2012 - Present
Societe Generale July 2009 - April 2012
Morgan Stanley Dean Witter October 1990 - April 2009
Morgan Stanley 1990 - 2009
Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Derivatives, Structured Products, FX Options, Prime Brokerage
Education
Iona College 1986 — 1990
Finance
Frank V. Nunziato's Morgan Stanley Experience April 2010 - July 2014
Job Business Development Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2014 - Present
Morgan Stanley April 2010 - July 2014
Morgan Stanley March 2006 - April 2009
Morgan Stanley May 2005 - March 2006
Skills
Alternative Investment..., Hedge Funds, Interest Rates, Private Equity, Managed Futures, Financial Services, Financial Analysis, US Equities, Bloomberg Terminal savy, Fierce Poker Player, Customer Service, Management, Strategic Planning, Portfolio Management, Trading, Alternative Investments
Education
Iona College 2001 — 2005
Bachelor's Degree, Finance, 3.8 Major GPA, 3.7 Cum GPA
Legg Mason December 2014 - Present
Morgan Stanley April 2010 - July 2014
Morgan Stanley March 2006 - April 2009
Morgan Stanley May 2005 - March 2006
Skills
Alternative Investment..., Hedge Funds, Interest Rates, Private Equity, Managed Futures, Financial Services, Financial Analysis, US Equities, Bloomberg Terminal savy, Fierce Poker Player, Customer Service, Management, Strategic Planning, Portfolio Management, Trading, Alternative Investments
Education
Iona College 2001 — 2005
Bachelor's Degree, Finance, 3.8 Major GPA, 3.7 Cum GPA
Joseph Kresek's Morgan Stanley Experience 1992 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Citibank 1996 - 2000
Morgan Stanley 1992 - 1996
Education
Iona College 1985 — 1989
BBA, Finance, Accounting
Citibank 1996 - 2000
Morgan Stanley 1992 - 1996
Education
Iona College 1985 — 1989
BBA, Finance, Accounting
Amy D'Annunzio, CMP's Morgan Stanley Experience September 2014 - Present
Job Meeting Planner at Morgan Stanley
Industry Hospitality
Experience
Morgan Stanley September 2014 - Present
First Protocol October 2011 - September 2014
Krisam Group June 2008 - September 2011
Paint The Town Red September 2007 - April 2008
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
Hospitality & Tourism Management
University of Massachusetts, Amherst 2003 — 2007
Bachelor's Degree, Hospitality & Tourism Management
Morgan Stanley September 2014 - Present
First Protocol October 2011 - September 2014
Krisam Group June 2008 - September 2011
Paint The Town Red September 2007 - April 2008
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
Hospitality & Tourism Management
University of Massachusetts, Amherst 2003 — 2007
Bachelor's Degree, Hospitality & Tourism Management
Jeff Wixon's Morgan Stanley Experience August 1999 - September 2001
Job President & Director of Sales at FINO Creative Enterprises, Inc.
Industry Construction
Experience
FINO Creative Enterprises, Inc. October 2001 - Present
Morgan Stanley August 1999 - September 2001
U.S. Foodservice June 1998 - July 1999
Skills
Catastrophe Management, New Account Rainmaker, Third-World..., Property Damage &..., Dept of Defense: Bomb..., Historic Preservation, Fall Protection Planning, Permit Acquisition, Specialty Glass..., Innovative Solutions..., Team Planning, Marketing Plan..., LEED Green Building, Process Engineering &..., Long-Distance..., Competitive Bidding, Project Feasibility..., Interior/Exterior Design, Strategic Fund Raising..., Schematic..., Warranty Work, Cash Flow Analysis, Project Optimization &..., Phasing, Staging, &..., Master Plan Criteria...
Education
Iowa State University - College of Business 1996 — 1998
B.S., Hotel/Restaurant/Institution Mgmt.
College of DuPage, Glen Ellyn, Illinois 1992 — 1995
A.A.S., Foodservice Admin-- Culinary Arts
FINO Creative Enterprises, Inc. October 2001 - Present
Morgan Stanley August 1999 - September 2001
U.S. Foodservice June 1998 - July 1999
Skills
Catastrophe Management, New Account Rainmaker, Third-World..., Property Damage &..., Dept of Defense: Bomb..., Historic Preservation, Fall Protection Planning, Permit Acquisition, Specialty Glass..., Innovative Solutions..., Team Planning, Marketing Plan..., LEED Green Building, Process Engineering &..., Long-Distance..., Competitive Bidding, Project Feasibility..., Interior/Exterior Design, Strategic Fund Raising..., Schematic..., Warranty Work, Cash Flow Analysis, Project Optimization &..., Phasing, Staging, &..., Master Plan Criteria...
Education
Iowa State University - College of Business 1996 — 1998
B.S., Hotel/Restaurant/Institution Mgmt.
College of DuPage, Glen Ellyn, Illinois 1992 — 1995
A.A.S., Foodservice Admin-- Culinary Arts
Samuel Borrero's Morgan Stanley Experience October 2014 - Present
Job Manager, Wealth Management Administration Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Native American Finance Officer’s Association (NAFOA) March 2010 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley July 2010 - December 2012
Iona College August 2009 - February 2011
Iona College September 2005 - March 2007
Madison Square Garden August 2006 - December 2006
Overtime Athletics September 2005 - December 2005
Skills
Social Media, Facebook, Financial Analysis, Social Networking, Financial Reporting, Microsoft Office, Microsoft Excel, Mac OS X, PowerPoint, Customer Service, Coordinating Events, Reports, Sapphire, Twitter, Stocks, Public Relations, Management, Time Management, Budgets, Advertising, Public Speaking, Program Management, OS X, Outlook, Process Improvement, Event Planning, Microsoft Word, Access, Data Analysis, Leadership
Education
Iona College 2009 — 2010
MBA, Management with Concentration in Sports and Entertainment Marketing
Iona College 2003 — 2007
Bachelor of Business Administration, Marketing
Morgan Stanley October 2014 - Present
Native American Finance Officer’s Association (NAFOA) March 2010 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley July 2010 - December 2012
Iona College August 2009 - February 2011
Iona College September 2005 - March 2007
Madison Square Garden August 2006 - December 2006
Overtime Athletics September 2005 - December 2005
Skills
Social Media, Facebook, Financial Analysis, Social Networking, Financial Reporting, Microsoft Office, Microsoft Excel, Mac OS X, PowerPoint, Customer Service, Coordinating Events, Reports, Sapphire, Twitter, Stocks, Public Relations, Management, Time Management, Budgets, Advertising, Public Speaking, Program Management, OS X, Outlook, Process Improvement, Event Planning, Microsoft Word, Access, Data Analysis, Leadership
Education
Iona College 2009 — 2010
MBA, Management with Concentration in Sports and Entertainment Marketing
Iona College 2003 — 2007
Bachelor of Business Administration, Marketing
Robert Pisano Jr. MBA's Morgan Stanley Experience October 2007 - December 2010
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley October 2007 - December 2010
Home Box Office July 1999 - September 2007
Education
Iona College 2000 — 2004
MBA, Financial Management, Electronic Commerce
Iona College 1996 — 1999
BA, Finance
Seton Hall University 1995 — 1996
Finance
THS
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley October 2007 - December 2010
Home Box Office July 1999 - September 2007
Education
Iona College 2000 — 2004
MBA, Financial Management, Electronic Commerce
Iona College 1996 — 1999
BA, Finance
Seton Hall University 1995 — 1996
Finance
THS
Ryan S's Morgan Stanley Experience September 2009 - November 2009
Job Equity Sales Trader
Industry Financial Services
Experience
ConvergEx September 2010 - Present
Morgan Stanley September 2009 - November 2009
AIG Investments May 2008 - August 2008
Skills
Series 7, Account Management, Salesforce.com, Microsoft Word, PowerPoint, Uniform Combined State..., FINRA, ETFs, Investment Advisory
Education
Iona College Hagan School of Business 2009 — 2011
MBA, Accounting
Iona College 2005 — 2011
BBA, Finance
ConvergEx September 2010 - Present
Morgan Stanley September 2009 - November 2009
AIG Investments May 2008 - August 2008
Skills
Series 7, Account Management, Salesforce.com, Microsoft Word, PowerPoint, Uniform Combined State..., FINRA, ETFs, Investment Advisory
Education
Iona College Hagan School of Business 2009 — 2011
MBA, Accounting
Iona College 2005 — 2011
BBA, Finance
Lynn Marchiafava's Morgan Stanley Experience September 2009 - December 2009
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Citi January 2011 - Present
Morgan Stanley September 2009 - December 2009
UBS September 2008 - May 2009
Skills
Financial Analysis, Banking, Bloomberg, Microsoft Excel, Customer Service, Finance
Education
Iona College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Citi June 2013 - Present
Citi January 2011 - Present
Morgan Stanley September 2009 - December 2009
UBS September 2008 - May 2009
Skills
Financial Analysis, Banking, Bloomberg, Microsoft Excel, Customer Service, Finance
Education
Iona College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Mary Ellen D'Onofrio-Lake's Morgan Stanley Experience June 1987 - June 2001
Job Independent Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Independent Recruiter 2010 - 2010
Morgan Stanley June 1987 - June 2001
Education
Iona College
BS, Business
Independent Recruiter 2010 - 2010
Morgan Stanley June 1987 - June 2001
Education
Iona College
BS, Business
Jevon Pollard's Morgan Stanley Experience January 2004 - April 2004
Job Analyst at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland September 2007 - January 2014
OpHedge Investment Services March 2006 - January 2007
CrossBorder Solutions June 2005 - January 2006
EComWorks August 2004 - June 2005
Morgan Stanley January 2004 - April 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Investment Banking, Risk Management, Process Systemization &..., Operations Audits, Hedge Funds, Portfolio Management, Corporate Finance, Finance, Financial Modeling, Financial Risk, Auditing
Education
Iona College 2000 — 2004
BBA, Finance
Royal Bank of Scotland September 2007 - January 2014
OpHedge Investment Services March 2006 - January 2007
CrossBorder Solutions June 2005 - January 2006
EComWorks August 2004 - June 2005
Morgan Stanley January 2004 - April 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Investment Banking, Risk Management, Process Systemization &..., Operations Audits, Hedge Funds, Portfolio Management, Corporate Finance, Finance, Financial Modeling, Financial Risk, Auditing
Education
Iona College 2000 — 2004
BBA, Finance
Stephen Donnellan, CPA's Morgan Stanley Experience October 1998 - Present
Job Executive Director Finance at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 1998 - Present
JP Morgan January 1996 - October 1998
Ernst and Young October 1992 - December 1995
Education
Iona College 1988 — 1992
BBA, Accounting
Morgan Stanley October 1998 - Present
JP Morgan January 1996 - October 1998
Ernst and Young October 1992 - December 1995
Education
Iona College 1988 — 1992
BBA, Accounting
Vito Valentinetti's Morgan Stanley Experience August 2011 - July 2013
Job Consultant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley August 2011 - July 2013
Goldman, Sachs & Co / J. Aron & Company November 1979 - March 2009
James Talcott Factors June 1976 - November 1979
Skills
Credit, Financial Statement..., Accounting, Middle Office, Trading, Options, Valuation, Equities, Hedge Funds, Commodity, Trading Systems, Derivatives, Investment Banking, Structured Products, Bloomberg, Fixed Income, Capital Markets, Swaps, Investments, Prime Brokerage, Equity Derivatives
Education
Iona College
BBA, Accounting
Morgan Stanley August 2011 - July 2013
Goldman, Sachs & Co / J. Aron & Company November 1979 - March 2009
James Talcott Factors June 1976 - November 1979
Skills
Credit, Financial Statement..., Accounting, Middle Office, Trading, Options, Valuation, Equities, Hedge Funds, Commodity, Trading Systems, Derivatives, Investment Banking, Structured Products, Bloomberg, Fixed Income, Capital Markets, Swaps, Investments, Prime Brokerage, Equity Derivatives
Education
Iona College
BBA, Accounting
ray ormerod's Morgan Stanley Experience September 2009 - June 2010
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2010 - Present
Barclays Capital 2010 - Present
Morgan Stanley September 2009 - June 2010
UBS Investment Bank March 1999 - June 2009
Skills
Dodd-Frank Compliance, Fixed Income,...
Education
Iona College 1982 — 1987
Bachelor of Science (BS), Finance, General
Our Lady of Lourdes High School 1978 — 1982
Barclays Capital September 2010 - Present
Barclays Capital 2010 - Present
Morgan Stanley September 2009 - June 2010
UBS Investment Bank March 1999 - June 2009
Skills
Dodd-Frank Compliance, Fixed Income,...
Education
Iona College 1982 — 1987
Bachelor of Science (BS), Finance, General
Our Lady of Lourdes High School 1978 — 1982
Michael Iannetta's Morgan Stanley Experience August 2014 - Present
Job Client Service Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Brookville Country Club May 2009 - June 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
State Street Corporation August 2012 - May 2014
Principle Profits Asset Management January 2014 - January 2014
Berkshire Dining Commons January 2011 - May 2011
Sal’s Pizzeria November 2008 - May 2009
Skills
Microsoft Excel, Analytical Skills, Social Skills, Microsoft Word, PowerPoint, Access, Interpersonal Skill, Interpersonal Leadership, Organizational..., Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The University of Queensland 2013 — 2013
Study Abroad, Global Business
Morgan Stanley August 2014 - Present
Brookville Country Club May 2009 - June 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
State Street Corporation August 2012 - May 2014
Principle Profits Asset Management January 2014 - January 2014
Berkshire Dining Commons January 2011 - May 2011
Sal’s Pizzeria November 2008 - May 2009
Skills
Microsoft Excel, Analytical Skills, Social Skills, Microsoft Word, PowerPoint, Access, Interpersonal Skill, Interpersonal Leadership, Organizational..., Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The University of Queensland 2013 — 2013
Study Abroad, Global Business
Greg Tevere's Morgan Stanley Experience September 2011 - Present
Job Director Commodities at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
Wilson Elser February 2010 - September 2011
Skills
Capital Markets, Fixed Income, Investments, Marketing, Social Media Marketing, Leadership, Investment Banking, Finance
Education
Iona College
BBA, Business Management
Morgan Stanley September 2011 - Present
Wilson Elser February 2010 - September 2011
Skills
Capital Markets, Fixed Income, Investments, Marketing, Social Media Marketing, Leadership, Investment Banking, Finance
Education
Iona College
BBA, Business Management
Marie Powers's Morgan Stanley Experience September 2004 - June 2010
Job Director of Supply and Distribution at World Fuel Services
Industry Oil & Energy
Experience
World Fuel Services July 2010 - Present
Morgan Stanley September 2004 - June 2010
Louis Dreyfus Highbridge Energy June 2000 - September 2004
Skills
Business Analysis, Project Management, Business Strategy, New Business Development, Microsoft Office, Customer Service, Financial Analysis, Commodity Markets, Logistics, Logistics Management
Education
Iona College 1997 — 1999
Bachelor of Business Administration (BBA), International Business
University of Tampa 1994 — 1996
World Fuel Services July 2010 - Present
Morgan Stanley September 2004 - June 2010
Louis Dreyfus Highbridge Energy June 2000 - September 2004
Skills
Business Analysis, Project Management, Business Strategy, New Business Development, Microsoft Office, Customer Service, Financial Analysis, Commodity Markets, Logistics, Logistics Management
Education
Iona College 1997 — 1999
Bachelor of Business Administration (BBA), International Business
University of Tampa 1994 — 1996
Viken Kondakji's Morgan Stanley Experience September 2006 - May 2008
Job C++ Developer
Industry Information Technology and Services
Experience
TIAA-CREF, Actuarial Valuation. April 2013 - January 2014
PacMid Technologies, LLC December 2012 - February 2013
E*TRADE Financial December 2011 - November 2012
Deutsche Bank October 2010 - September 2011
Bloomberg LP May 2008 - September 2010
Morgan Stanley September 2006 - May 2008
Goldman Sachs March 2004 - August 2006
Credit Suisse August 2001 - February 2004
Reuters Consulting August 2000 - June 2001
Micromuse Inc April 2000 - August 2000
Skills
C++ Developer on..., SDLC, Distributed Systems, Testing, Object Oriented Design, TCP/IP, C++, Multithreading, Visual Studio, Solaris, C, OOP, Operating Systems, Business Analysis, Algorithms, Program Management, Analysis, Performance Measurement, Systems Programming, Databases, Linux, Trading Systems, Unix, Sybase, SQL, Java
Education
Iowa State University
MS and BS, Chemical Engineering
TIAA-CREF, Actuarial Valuation. April 2013 - January 2014
PacMid Technologies, LLC December 2012 - February 2013
E*TRADE Financial December 2011 - November 2012
Deutsche Bank October 2010 - September 2011
Bloomberg LP May 2008 - September 2010
Morgan Stanley September 2006 - May 2008
Goldman Sachs March 2004 - August 2006
Credit Suisse August 2001 - February 2004
Reuters Consulting August 2000 - June 2001
Micromuse Inc April 2000 - August 2000
Skills
C++ Developer on..., SDLC, Distributed Systems, Testing, Object Oriented Design, TCP/IP, C++, Multithreading, Visual Studio, Solaris, C, OOP, Operating Systems, Business Analysis, Algorithms, Program Management, Analysis, Performance Measurement, Systems Programming, Databases, Linux, Trading Systems, Unix, Sybase, SQL, Java
Education
Iowa State University
MS and BS, Chemical Engineering
Richard Mirenda's Morgan Stanley Experience 2009 - 2013
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Global Corp Services June 2009 - Present
Morgan Stanley Smith Barney January 1994 - Present
Morgan Stanley 2009 - 2013
Citi December 2007 - June 2009
Citi January 1994 - June 2009
Citi October 2002 - December 2007
Smith Barney May 2001 - October 2002
Smith Barney March 1999 - May 2001
Smith Barney February 1997 - March 1999
Skills
Analysis, Financial Reporting, Management, Budgets, Operations Management, Staff Development, Financial Analysis, Corporate FP&A, KPI Reports, KPI Dashboards, Accounts Payable, Vendor Management
Education
Pace University 1995 — 1999
Master of Business Administration, Managerial Finance
Iona College 1988 — 1992
Bachelor of Business Administration, Finance, General
Morgan Stanley Smith Barney June 2009 - Present
Global Corp Services June 2009 - Present
Morgan Stanley Smith Barney January 1994 - Present
Morgan Stanley 2009 - 2013
Citi December 2007 - June 2009
Citi January 1994 - June 2009
Citi October 2002 - December 2007
Smith Barney May 2001 - October 2002
Smith Barney March 1999 - May 2001
Smith Barney February 1997 - March 1999
Skills
Analysis, Financial Reporting, Management, Budgets, Operations Management, Staff Development, Financial Analysis, Corporate FP&A, KPI Reports, KPI Dashboards, Accounts Payable, Vendor Management
Education
Pace University 1995 — 1999
Master of Business Administration, Managerial Finance
Iona College 1988 — 1992
Bachelor of Business Administration, Finance, General
Louis Dallojacono's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley June 2015 - Present
Iona College July 2014 - May 2015
Morgan Stanley June 2014 - May 2015
Iona College April 2013 - May 2015
EisnerAmper LLP June 2013 - October 2013
Skills
Teamwork, Leadership, Microsoft Excel, Event Planning, Public Speaking
Education
Iona College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Patchogue Medford High School 2008 — 2011
Advanced Regents Diploma
Morgan Stanley June 2015 - Present
Iona College July 2014 - May 2015
Morgan Stanley June 2014 - May 2015
Iona College April 2013 - May 2015
EisnerAmper LLP June 2013 - October 2013
Skills
Teamwork, Leadership, Microsoft Excel, Event Planning, Public Speaking
Education
Iona College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Patchogue Medford High School 2008 — 2011
Advanced Regents Diploma
Marialena Izzo's Morgan Stanley Experience April 2013 - October 2013
Job Investor Service/Client Service Representative
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
Conrad Sandoval's Morgan Stanley Experience September 2001 - July 2006
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo August 2012 - Present
Hewlett-Packard Enterprise Services June 2011 - August 2012
AAA Arizona July 2006 - November 2008
Morgan Stanley September 2001 - July 2006
Skills
Project Management, ITIL, Vendor Management, IT Service Management, Management, Program Management, Service Delivery, Business Analysis, Risk Management, Change Management, Process Improvement, IT Strategy, PMO, PMP, SDLC, Inventory Accuracy, Customer Support, Microsoft Excel, Vendor Managed Inventory, Requirements Analysis
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2001 — 2006
Wells Fargo August 2012 - Present
Hewlett-Packard Enterprise Services June 2011 - August 2012
AAA Arizona July 2006 - November 2008
Morgan Stanley September 2001 - July 2006
Skills
Project Management, ITIL, Vendor Management, IT Service Management, Management, Program Management, Service Delivery, Business Analysis, Risk Management, Change Management, Process Improvement, IT Strategy, PMO, PMP, SDLC, Inventory Accuracy, Customer Support, Microsoft Excel, Vendor Managed Inventory, Requirements Analysis
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2001 — 2006
Regina Pellegrino's Morgan Stanley Experience August 2004 - September 2006
Job Senior Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2011 - Present
Morgan Stanley Private Wealth Management April 2011 - September 2011
Alliance Bernstein October 2006 - October 2008
Morgan Stanley August 2004 - September 2006
Greenwich Associates January 2002 - August 2004
Skills
Management, Project Planning, Business Analysis, Talent Management, Project Management, Team Management, Team Building, Leadership, Financial Services, Team Leadership, Insurance, Business Process, Cross-functional Team..., Analysis
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Management and Marketing
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Information Technology - Cum Laude
New York Life Insurance Company October 2011 - Present
Morgan Stanley Private Wealth Management April 2011 - September 2011
Alliance Bernstein October 2006 - October 2008
Morgan Stanley August 2004 - September 2006
Greenwich Associates January 2002 - August 2004
Skills
Management, Project Planning, Business Analysis, Talent Management, Project Management, Team Management, Team Building, Leadership, Financial Services, Team Leadership, Insurance, Business Process, Cross-functional Team..., Analysis
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Management and Marketing
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Information Technology - Cum Laude
Jeffrey Broderick's Morgan Stanley Experience 2006 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2006 - 2014
Education
Iona College
Master of Business Administration (MBA), Finance and Financial Management Services
Morgan Stanley 2006 - 2014
Education
Iona College
Master of Business Administration (MBA), Finance and Financial Management Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS