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
Goldman Sachs August 2005 - Present
Morgan Stanley April 2005 - July 2005
Converium 1997 - 2005
Skills
SDLC, Java, Trading Systems, Management, SQL, Equities, Perl, Business Analysis
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Columbia University in the City of New York 1990 — 1994
BS
Acumen September 2014 - Present
BaseCap Analytics Inc. August 2012 - Present
SolarNow BV May 2015 - August 2015
Sanergy November 2014 - May 2015
Morgan Stanley August 2014 - September 2014
University of Chicago Booth School of Business August 2012 - July 2014
LENDSUM June 2013 - August 2013
PERSURIX LLC August 2012 - August 2013
MORGAN STANLEY January 2012 - July 2012
MORGAN STANLEY June 2007 - April 2012
Skills
Risk Management, Credit Risk, Investment Banking, Financial Analysis, Entrepreneurship, Capital Markets, Basel II, Valuation, Cross-functional Team..., Derivatives, Microsoft Excel, Guitarist, Bloomberg, Start-ups, Emerging Markets, Regulatory Reporting, Fixed Income, Financial Reporting, Sales, Market Risk, Loans, Strategic Consulting, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Université Jean Moulin (Lyon III) 2007 — 2008
Study Abroad BBA, Global Management
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
BBA, Finance and Investments
Capital Group October 2008 - Present
West Egg Media Group January 2000 - Present
First Investors May 1998 - October 2008
Morgan Stanley 1996 - 1998
New York Life Insurance April 1989 - September 1996
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Digital Marketing, Online Advertising, Financial Services, Mutual Funds, Strategic Planning, Social Media, Market Research, Corporate Communications, Integrated Marketing, Public Relations, Series 7, Relationship Management, Asset Managment, Social Media Marketing, Email Marketing, Investments, Newsletters, Content Development, Marketing Research, Asset Management, Report Writing, White Papers, Strategy, Content Writing, Annual Reports, Direct Marketing, Management
Education
Pace University - Lubin School of Business 1999 — 2003
MBA
Baruch College, City University of New York (CUNY) 1984 — 1989
BBA
BNY Mellon October 2009 - Present
Societe Generale June 2008 - August 2009
Morgan Stanley October 2003 - January 2008
Structure Tone January 1999 - September 2002
Albert Ocansey and Associates March 1995 - July 1996
Skills
Financial Reporting, Business Requirements, Internal Controls, Financial Audits, Financial Statements, Financial Analysis, Accounting, Investment Banking, Risk Management, Financial Risk, Asset Managment, Banking, Account Reconciliation, Analysis, Auditing, Bloomberg, Business Analysis, Capital Markets, Cash Flow, Corporate Finance, Credit, Credit Risk, Derivatives, Due Diligence, Enterprise Risk..., Equities, FX Options, Finance, Financial Accounting, Financial Modeling, Financial Services, Fixed Income, General Ledger, Hedge Funds, IFRS, Internal Audit, Investments, Management, Managerial Finance, Mergers, Mutual Funds, Portfolio Management, Private Equity, Process Improvement, Sarbanes-Oxley Act, Securities, Strategic Financial..., Tax, US GAAP, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Institute of Professional Studies (IPS) 1991 — 1993
ACCA, Accounting
St Augustines Secondary School
GCE O Level, Liberal Arts and Sciences/Liberal Studies
Morgan Stanley June 2014 - Present
Cognizant Technology Solutions August 2011 - February 2012
Fiserv August 2010 - July 2011
Patni Computer Systems May 2007 - August 2010
Skills
Microsoft Excel, IT Strategy, Software Quality..., Manual Testing, Requirements Analysis, Quality Center, Project Management, Defect Tracking, QTP, Test Planning, Regression Testing, Testing, SDLC, Test Automation, User Acceptance Testing, Test Cases, Business Requirements, System Testing, Automation, Test Management, Test Strategy, Agile Methodologies, PL/SQL, Test Execution, SQL, VAR, Industry Analysis, HP Quality Center
Education
City University of New York-Baruch College 2013 — 2014
Master of Business Administration (MBA), Information Systems and Finance, GPA 3.813
Dharmsinh Desai Institute of Technology 2003 — 2007
Bachelor of Engineering, Electronics & Communication
Citi June 2015 - Present
Société Générale June 2014 - August 2014
Morgan Stanley June 2013 - May 2014
Permal Group November 2012 - May 2013
Newbury Capital Partners June 2012 - August 2012
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration, Finance, Graduated Magna Cum Laude
Wells Fargo June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
Bank of America July 2009 - August 2014
Gap Inc./Banana Republic July 2010 - April 2011
Skills
Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Credit, Valuation, Credit Risk, Risk Management, Customer Service, PowerPoint, Finance, Commercial Banking, Access, Cash Management, Loans, Financial Services, Credit Cards, Bloomberg, Retail Banking, Financial Risk, Deposits
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
The Blackstone Group December 2014 - Present
The Blackstone Group April 2013 - Present
JP Morgan January 2011 - April 2013
Morgan Stanley June 2009 - January 2011
Baruch College Fund March 2008 - June 2009
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bloomberg, US GAAP, Private Equity, Financial Statements, General Ledger, Financial Modeling, Corporate Finance, Finance, Valuation, Fund Accounting, GAAP
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting, Mathematics
Simon Property Group July 2013 - Present
Morgan Stanley 2011 - 2012
ARM Investment Managers 2009 - 2011
UBS Investment Bank 2007 - 2009
Morgan Stanley 2006 - 2007
Deloitte 2002 - 2006
Simon and Schuster 1996 - 2000
Skills
Process Improvement, Business Process, Strategy, Business Strategy, Financial Analysis
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
London Business School 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
The University of Hong Kong - School of Business 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
City University of New York-Baruch College
BA, Business Administration
Neibr, Inc. June 2014 - Present
Morgan Stanley August 2013 - May 2015
Murdock Consulting Services November 2012 - July 2013
Murdock Consulting Services April 2012 - October 2012
Infinity Consulting Solutions November 2011 - April 2012
America's Report Card June 2011 - November 2011
Credit Suisse August 2010 - June 2011
Credit Suisse February 2010 - August 2010
Credit Suisse September 2009 - February 2010
Credit Suisse June 2009 - September 2009
Skills
Project Coordination, Leadership, Research, MIS, PMO, Project Portfolio..., CA Clarity, Business Analysis, Use Case Analysis, PMO set-up, Project Governance, Senior Stakeholder..., Resource Management, Functional..., BRD, FRD, Business Process..., Requirements Analysis, SDLC, Software Documentation, Vendor Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA (60% Complete), Finance
Credit Suisse - Business School 2009 — 2009
OE - Green Belt
The Ohio State University 1998 — 2002
BA, Political Science
Morgan Stanley November 2014 - Present
Oppenheimer & Co. June 2012 - August 2012
Skills
Financial Analysis, Accounting, Political Science, Political Philosophy, Economics, Microsoft Office, Political Economy, Customer Service
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Johnson & Johnson January 2015 - Present
Bristol-Myers Squibb November 2012 - December 2014
Morgan Stanley March 2011 - April 2012
Council of Urban Professionals October 2009 - February 2011
Lehman Brothers August 2007 - May 2009
Lehman Brothers August 2005 - August 2007
Skills
Relationship Management, Recruiting, Talent Acquisition, Strategic Planning, Human Resources, Program Management, Talent Management, Financial Services, Staff Development, Management, Marketing, Leadership, Research, Strategic Partnerships
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance, Political Science
The Depository Trust & Clearing Corporation February 2014 - Present
Park Hudson International October 2013 - February 2014
Randstad August 2013 - October 2013
Morgan Stanley February 2010 - April 2013
Morgan Stanley 2009 - 2010
Morgan Stanley 2006 - 2009
Wolters Kluwer 2001 - 2005
CT Corporation 1999 - 2001
Fried Frank 1998 - 1999
Skills
Instructional Design, Workshop Facilitation, Team Building, Program Management, New Hire Orientations, Customer Service, Training, Project Planning, Training Delivery, Needs Analysis, Succession Planning, Employee Engagement, Learning Management, Talent Management, Learning Management..., Organizational..., Management Development, Performance Management, Culture Change, Onboarding, Increase Productivity, Cost Reduction..., Compliance Procedures, Training Programs, Building Relationships, SharePoint, Manage Client..., Employee Relations, Mergers & Acquisitions, Human Resources, Coaching, Recruiting, Staff Development, Organizational..., Business Development, Leadership Development, Employee Training, Risk Management, Project Management, Workforce Planning, Career Development
Education
City University of New York-Baruch College
University of Phoenix
Bachelor of Science (B.S.), Business Management
The Dannon Company July 2015 - Present
The Dannon Company May 2014 - June 2015
Citi September 2013 - April 2014
Morgan Stanley July 2012 - September 2013
Sumitomo Trust and Banking August 2011 - November 2011
BlackRock May 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Kyung Hee University 2009 — 2009
Korean Language
University of Wisconsin-Madison 2007 — 2009
Standard & Poor's January 2014 - Present
Morgan Stanley June 2013 - December 2013
FDM Group 2013 - 2013
Skills
Salesforce.com, SQL, Java, Finance, Unix, Microsoft Excel, Access, VBA, Microsoft Word, Microsoft Office, JavaScript, PowerPoint, Windows, Bloomberg, Unix Shell Scripting, Bloomberg Terminal, Visio, C++, SAS, R
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science
Societe Generale July 2011 - Present
Morgan Stanley July 2010 - July 2011
Société Générale February 2010 - June 2010
Standard & Poor's October 2009 - December 2009
The Bornhoft Group May 2009 - August 2009
Skills
Bloomberg, Equities, Options, Derivatives, Equity Derivatives, VBA
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master, Financial Engineering
Beijing Institute of Technology 2001 — 2007
BS, MS, Electrical Engineering
Baruch College Student Academic Advisement Center (SACC) March 2015 - Present
J.P. Morgan June 2015 - July 2015
Morgan Stanley June 2014 - February 2015
Debtwire August 2014 - January 2015
Industrial and Commercial Bank of China May 2014 - June 2014
Asian Women In Business May 2013 - August 2013
New York Badminton Center June 2012 - August 2012
Law Office of Allen P. Chiu June 2011 - September 2011
Skills
Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Windows, English, Social Media, Event Management, Event Planning, Data Entry, Social Media Marketing, Data Analysis, Access
Education
Université Paris Dauphine
Macaulay Honors College at The City University of New York 2012 — 2016
Bachelor's Degree, Interdisciplinary Studies in NYC
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor's Degree
Nanjing Normal University
Morgan Stanley August 2015 - Present
JPMorgan Chase January 2014 - August 2015
New York Hospital Queens February 2015 - May 2015
Food plus Supermarket July 2012 - January 2014
Food Plus Supermarket July 2008 - July 2012
Krentsel & Guzman, LLP September 2010 - January 2011
Skills
Customer Service, Microsoft Excel, Teamwork, Cashiering, Microsoft Word, Microsoft Office, PowerPoint, Store Management, Retail, Merchandising, Human Resources, Inventory Management, Time Management, Sales, Customer Satisfaction, Retail Sales, Visual Merchandising, Cash Register, Data Entry, Translation, Spanish, Cash Handling
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor's Degree, Human Resources Management, 3.6
Queensborough Community College 2010 — 2012
Associate's Degree, Business Administration (Accounting and Marketing), 3.5
Mondelez International February 2014 - Present
CIT August 2011 - February 2014
University of South Florida April 2007 - August 2011
Express Scripts March 2004 - November 2006
Altria December 2000 - September 2003
Morgan Stanley June 1998 - November 2000
J.P. Morgan November 1995 - May 1998
Skills
Human Resources, Recruiting, New Hire Orientations, Applicant Tracking..., Onboarding, Interviews, Temporary Placement, Training, Management, Hiring, Program Management, Talent Management, Employee Relations, Performance Management, Workforce Planning, Access, Deferred Compensation, HRIS Database Management, HR Administration
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2002
Certificate for Human Resource Professional Training, Human Resources Management/Personnel Administration, General
Katharine Gibbs School 1995 — 1995
Certificate for Computer Training, Information Technology
Baruch College 1989 — 1994
Bachelors, Business Administration
ICAP March 2014 - Present
Morgan Stanley January 2005 - September 2013
Citadel LLC May 2004 - November 2004
Reuters America July 1999 - December 1999
Bell Atlantic September 1998 - July 1999
Education
City University of New York-Baruch College 1994 — 1998
Bachelor of Science (BS), Computer and Information Sciences, General, 3.5
Citi August 2013 - February 2015
Asset Based Lending, LLC April 2012 - March 2013
AXA Advisors September 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Investments, QuickBooks, Equities, Pivot Tables, Excels, Valuation, Microsoft Excel, Mergers & Acquisitions, Bloomberg, Access, Due Diligence, Finance, Auditing, Investment Banking, Financial Statements, Tax, Financial Modeling, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master's Degree, Accounting
Beijing University of Post and Telecommunications 2005 — 2009
Bachelor of Arts, English, Movie Analysis.
New York University
Morgan Stanley October 2014 - Present
Baruch College June 2013 - Present
The Depository Trust & Clearing Corporation June 2014 - August 2014
Roland Berger Strategy Consultants February 2012 - May 2012
Skills
Econometrics, Economics, C++, Matlab, DCF Valuation, Derivatives, Financial Analysis, Risk Management, VBA, Time Series Analysis, Financial Modeling, Equity Valuation, Investments, Management Consulting, Equities, Bloomberg Terminal, R, Equity Research, Quantitative Analytics
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Financial Engineering
Renmin University of China 2010 — 2013
Master of Science (M.S.), Finance
Wuhan University 2006 — 2010
Bachelor of Arts (B.A.), Finance
Morgan Stanley June 2009 - Present
Deloitte August 2005 - July 2007
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Corporate Finance, Investments, Investment Banking, Derivatives, Capital Markets, Strategic Financial..., Portfolio Management, Finance, Asset Management
Education
New York University 2007 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
City University of New York-Baruch College 2001 — 2005
Bachelor of Arts (B.A.), Economics and Finance
Morgan Stanley July 2010 - Present
Bank of America Merrill Lynch April 2008 - July 2010
Bear Stearns May 2005 - April 2008
Deloitte August 2001 - May 2005
Skills
Securities, Capital Markets, Financial Reporting, Banking, Financial Analysis, Regulatory Filings, Financial Accounting, Leadership, Internal Controls, Leading Change, Financial Statements, Controllership Functions, Internal Financial..., Reporting & Analysis, Guardianship
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA/MS, Finance/Accounting
Consolidated Data Services July 2013 - Present
Morgan Stanley January 2006 - June 2013
Siemens Enterprise Communications May 2003 - January 2006
Siemens October 2000 - November 2003
Skills
System Deployment, Testing, Integration, Incident Management, Vendor Management, Project Portfolio..., SDLC, IT Service Management, IT Management, IT Strategy, Visio, PMP, ITIL, Project Management, Networking, Disaster Recovery, Requirements Analysis, Business Analysis, Program Management, Risk Management, Process Improvement, Infrastructure, Business Process, Information Technology, PMO, Management, Telecommunications, Technical Support, Team Leadership, Data Center, Governance
Education
Baruch College 2009 — 2012
In progress, CIS
DeVry University 2001 — 2003
Associate Degree, Telecommunication Management
Chubb Institute 1999 — 1999
Certificate of completion, Computer Technical Support
Goldman Sachs December 2013 - Present
Morgan Stanley June 2012 - December 2013
Investment Management Group; Baruch College June 2011 - May 2012
Credit Suisse June 2011 - August 2011
Global Forex Trading May 2010 - May 2011
Baruch College Accounting Society May 2010 - May 2011
Baruch Investment Management Group November 2009 - May 2011
Joseph Warren & Co. December 2009 - May 2010
HBC Construction, Exterior Remodeling Specialists June 2008 - October 2008
Brookdale University Hospital and Medical Center June 2007 - February 2008
Skills
Microsoft Office, Bloomberg Terminal, Reuters, Bloomberg, Fixed Income, Options, Trading, Financial Markets, Portfolio Management, Technical Analysis, Investments, Access, Risk Management, Economics, Market Risk, Foreign Exchange, Analysis, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance Major, Mathematics/Economics Minors
City University of New York-Hunter College 2008 — 2009
Accountancy Major
New York City College of Technology, College Now 2006 — 2008
Brooklyn Technical High School 2004 — 2008
Chemistry Major
Morgan Stanley July 2004 - Present
KPMG US September 1998 - June 2004
Time Warner Cable of New York City 1997 - 1998
Skills
Windows Server, F5 BigIP, Project Management, Program Management, Risk Management, Resource Management, Storage Area Networks, Server Consolidation, System Automation, Department Budgeting, System Architecture, Network Infrastructure..., Cloud Computing, Global Sourcing, Technology Integration, Windows 7 Migration, IT Infrastructure..., MBA, Solution Architecture, Full SDLC, ITIL Certified, Microsoft Office, Cost Reduction..., Load Balancing, Virtualization, ITIL, Microsoft Cluster, Disaster Recovery, Leadership, Oracle, Business Continuity, Vendor Management, Management, Cisco Technologies, Business Analysis, Security, Citrix, Trading Systems, Infrastructure, Sybase, Servers, IT Management, IT Strategy, Microsoft Servers, System Deployment, Information Technology, Enterprise Architecture, Data Center, Outsourcing
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA), Information Technology, 4.0
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA), Finance, 4.0
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Computer Systems Networking and Telecommunications, 3.4
Coldwell Banker Real Estate December 2005 - Present
Frank Castaldini Real Estate Consulting and Investing November 2002 - December 2005
Morgan Stanley January 1998 - November 2002
Skills
Real Estate, Investment Properties, First Time Home Buyers, Investments, Negotiation, Marketing, Management, Real Estate Transactions, Sellers, Investors, Selling, Foreclosures, Short Sales, Relocation, Asset Managment, Residential Homes, 1031 Exchanges, Condos, Buyer Representation, Luxury, New Home Sales, Single Family Homes, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Management Science
Healthagen (a division of Aetna) April 2012 - Present
NYU School of Medicine June 2009 - June 2012
Tristate NDT February 2009 - June 2009
Morgan Stanley April 2007 - February 2009
United Jewish Communities, Center for Leadership December 2003 - March 2007
American Jewish Joint Distribution Committee March 2002 - November 2003
Internet Security Systems, Inc. October 2000 - August 2001
ThruPoint, Inc. August 1998 - September 2000
Skills
Leadership Development, Program Management, Training, Performance Management, Talent Management, Leadership, Team Management, Fundraising, Budgets, Employee Relations, Management, Project Management, Marketing Strategy, Healthcare, Team Leadership, Change Management, Data Analysis, Strategy, Organizational..., Sales, Management Consulting, Interviews, Analysis, Process Improvement, Vendor Management, Product Management, Agile Methodologies, Agile Project Management, Product Lifecycle..., SDLC, User Acceptance Testing, End User Training, Written & Oral..., Product Requirements, Healthcare Information..., Consulting, Business Analysis, Cross-functional Team..., Software Documentation, Marketing
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
MBA, Organizational Behavior/Human Resources
Columbia University in the City of New York 1994 — 1998
BA, Political Science
Epic Training
Morgan Stanley September 2015 - Present
Morgan Stanley June 2014 - August 2015
GroupArgent October 2013 - April 2014
Morgan Stanley June 2013 - August 2013
McGladrey January 2013 - April 2013
GroupArgent June 2012 - December 2012
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Ramius Alternative Solutions LLC March 2014 - Present
Morgan Stanley January 2005 - October 2013
Oppenheimer & Co. December 2002 - July 2004
CIBC World Markets March 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Equities, Asset Management, Asset Allocation, Investments, Financial Markets, Alternative Investments, Private Equity, Financial Risk, Finance, Analysis, High Net Worth..., Bloomberg, Hedge Funds, Derivatives, Management
Education
Campus Arts & Sciences Athens, Greece 1998 — 2000
Accounting and Business/Management
City University of New York-Baruch College
Finance, General
Gallant & Associates July 2013 - Present
Paige Stetson & Associates 2012 - July 2013
Monarch Wealth and Business Management June 2009 - December 2010
Thomas Weisel Partners October 2007 - October 2008
Sterling Stamos January 2006 - March 2007
Morgan Stanley May 1997 - January 2006
Skills
Business Development, Strategic Planning, Fundraising, Marketing, Strategy, Substance Abuse..., Case Management Services, Interventions, Relapse Prevention, Substance Use Disorders, Addiction Recovery, Motivational..., Recovery Coaching, Life Coaching, Codependency, Spiritual Direction, Career Development..., Career Counseling, Leadership, Communication Skills, Public Speaking, Psychotherapy, Community Outreach, Adolescents, Behavioral Health, Google Groups, Family Therapy, Healthcare, Chemical Dependency, Co-occurring Disorders, Mental Health, Relationship Management, Executive Coaching, Executive Group..., Case Management, Case Managment, Coaching, Crisis Intervention, Dual Diagnosis, Group Therapy, Mental Health Counseling, Social Services, Substance Abuse..., Treatment, Young Adult Services
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MBA
Skidmore College 1990 — 1994
BA
Mercy College 2011 — 2012
CASAC
Rye Country Day School 1986 — 1990
Edelman March 2014 - Present
Edelman July 2012 - March 2014
Draftfcb July 2009 - July 2012
Arnold Worldwide January 2006 - December 2008
MindShare April 2005 - January 2006
Mediaedge:cia September 2002 - April 2005
MindShare June 2000 - September 2002
Ogilvy & Mather June 1997 - June 2000
Morgan Stanley August 1995 - June 1997
Skills
Integrated Marketing, Advertising, Talent Management, Digital Marketing, Digital Strategy, Strategic Planning, Media Planning, Interactive Marketing, Creative Strategy, Digital Media, Social Media Marketing, Online Advertising, Social Media, Internal Communications, Relationship Marketing, Interactive Advertising
Education
Baruch College, City University of New York (CUNY)
EY September 2014 - Present
Alpha Kappa Psi - Psi Nu Chapter May 2012 - May 2013
EY June 2014 - August 2014
Morgan Stanley June 2013 - June 2014
Dig Inn Seasonal Market June 2012 - May 2013
Travel Planners February 2012 - May 2013
Alpha Kappa Psi - Psi Nu Chapter March 2012 - May 2012
Macaulay Business Club October 2011 - May 2012
Triad Management LLC July 2010 - September 2010
Education
William E. Macaulay Honors College 2011 — 2015
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration in Accounting
Stuyvesant High School 2007 — 2011
Morgan Stanley April 2013 - Present
ExcelVBACourse.com April 2015 - Present
Baruch College August 2012 - Present
Numerix January 2012 - July 2012
Touro College November 2010 - July 2011
Sterling Asset Management January 2010 - April 2010
Skills
Financial Modeling, Excel, C++, Mathematics, Quantitative Finance, VBA, Structured Finance, Python, Sales, Salesforce.com, Microsoft Excel, Derivatives, Quantitative Analytics, Valuation, Financial Risk, Options, Credit Derivatives, Bloomberg, Fixed Income, Market Risk, Equity Derivatives, VAR, Monte Carlo Simulation, Interest Rate..., Hedge Funds, Capital Markets, Financial Markets, Trading
Education
Baruch College 2011 — 2014
Master of Science (MS), Financial Engineering
Touro College 2007 — 2011
BA, Mathematics, Finance, Psychology, Education
Morgan Stanley June 2014 - Present
Foot Locker, Inc. March 2012 - June 2014
Foot Locker, Inc. October 2011 - March 2012
MetTel July 2007 - October 2011
Jewish Community Center of Greater Monmouth June 2005 - July 2007
Skills
Accounts Receivable, Analysis, Financial Analysis, PeopleSoft, Forecasting, Microsoft Excel, Finance, Accounting, Corporate Finance, Managerial Finance, Human Resources, Invoicing, Management, Account Reconciliation, Financial Modeling, Internal Audit, Microsoft Office, Microsoft Word, Red Prairie, Analytics, Strategic Planning, Customer Service, Access, PeopleSoft Financial, Microsoft SQL Server, Social Media, Workday, Leadership
Education
City University of New York-Baruch College 2014 — 2017
Master of Business Administration (MBA), Business Management/International Business
City University of New York-Baruch College 2007 — 2011
BBA, Finance & Investments
Yeshivah Of Flatbush 2003 — 2007
High School
Standard Chartered Bank November 2012 - Present
Barclays April 2011 - November 2012
Lehman Brothers Holdings Inc. March 2009 - July 2010
Barclays Capital November 2008 - March 2009
Lehman Brothers August 1998 - September 2008
Morgan Stanley October 1992 - August 1998
Skills
Capital Markets, Fixed Income, Investment Banking, Credit Derivatives, Bloomberg, Derivatives, Equities, Middle Office, Prime Brokerage, Banking, Financial Modeling, Financial Services, Operational Risk, Treasury Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investments
Merrill Lynch September 2008 - January 2009
Health Management Systems July 2007 - December 2007
Morgan Stanley June 1999 - June 2006
American Express 1998 - 1999
Lehman Brothers 1995 - 1998
Skills
Program Management, SQL, Business Analysis, Analysis, SDLC, Testing, User Acceptance Testing, COBOL, Project Management, Requirements Gathering, Business Requirements, DB2, Visio, Requirements Analysis, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1986
certificate, computer programming
Morgan Stanley June 2015 - Present
Self Employed, Mathnasium November 2008 - June 2014
Acme Equities June 2013 - July 2013
Thalheim Capital June 2012 - December 2012
Skills
C++, Microsoft Excel, Statistics, R, Financial Modeling, Data Analysis, Time Series Analysis, Python, Financial Analysis, Economics, Quantitative Finance, Visual Basic, Calculus, Java, VBA
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Financial Engineering
City University of New York-Brooklyn College 2011 — 2014
Bachelor of Science (BS), Financial Mathematics, 4.0
UNICEF Campus Initiative at Baruch College October 2014 - Present
TEAM Baruch August 2014 - Present
Morgan Stanley June 2015 - August 2015
Office of Student LIfe, Baruch College March 2014 - May 2014
EXIT REALTY LANDMARK July 2013 - August 2013
New York Downtown Hospital July 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, Windows, Event Planning, Leadership, Data Entry, Data Analysis, Outlook
Education
Baruch College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Brooklyn Technical High School 2008 — 2012
Broadridge 2015 - 2015
Morgan Stanley July 1997 - June 2014
Cantor Fitzgerald 1993 - 1997
Sanwa-BGK 1990 - 1993
Morgan Stanley 1984 - 1990
Skills
Fixed Income
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance and Economics
Morgan Stanley August 2011 - Present
Nomura Securities April 2010 - September 2011
Ishi Systems Inc. 2008 - March 2010
curam software international pvt ltd November 2006 - June 2008
Qwest Software Services November 2005 - November 2006
Tavant Technologies January 2005 - December 2005
Skills
Investment Banking, Prime Brokerage, Risk Management, Spring, Java Enterprise Edition, Financial Modeling, Hibernate, Investments, Fixed Income, Bloomberg, Valuation, Portfolio Management, Requirements Analysis, Web Services, SOA, Java, Weblogic, Sybase, JMS, JBoss Application Server, Tomcat, Derivatives, Spring Framework, Oracle, Management, SDLC, C++, SQL, Trading
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
Master's degree
Baruch College 2013 — 2013
Advance calculus for Financial Engineering
Berkeley College 2010 — 2010
certification
Indian Institute of Technology 1999 — 2003
BTech
Indian Institute of Technology, Kharagpur 1999 — 2003
CFA Institute
AQR Capital Management June 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley February 2013 - January 2015
Morgan Stanley April 2011 - February 2013
Barclays Capital June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
DeltaStock June 2007 - August 2007
International Centre for Trade and Sustainable Development January 2007 - May 2007
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Financial Engineering
Kent State University 2005 — 2009
Bachelor, Finance, Economics, Applied Mathematics
KeyBank April 2008 - Present
UBS July 2002 - April 2008
UBS July 2002 - April 2008
AT&T November 2001 - July 2002
Goldman Sachs August 2000 - November 2001
Goldman Sachs August 1999 - August 2000
Deutsche Bank Securities November 1997 - August 1999
Bankers Trust November 1997 - August 1999
Morgan Stanley July 1996 - November 1997
Morgan Stanley July 1996 - November 1997
Skills
Desktop Support, XP, Laptops, Lotus Notes, Active Directory, Troubleshooting, HP, Windows, Windows Server 2003, Bloomberg, Blackberry, TCP/IP, Operating Systems, Visio, System Administration, Problem Solving, Microsoft Office, Factset, Trading Floor, Access, Computer Hardware, Disaster Recovery, Help Desk Support, Hardware, Information Technology, ITIL, Network Administration, Integration, Network Security, Networking, Routers, Printers, Servers, Security, Software Installation, Software Documentation, Technical Support, Unix, System Deployment, Switches, Windows Server, Windows 7, VPN, Windows XP
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Computer Information Systems
Baruch College
Computer Information Systems
Standard & Poor's, A Division of The McGraw-Hill Companies 2008 - Present
UBS December 2006 - April 2008
UBS Financial Services Inc 2006 - 2008
Credit Suisse August 2006 - December 2006
Morgan Stanley September 2004 - July 2006
UBS March 2004 - September 2004
Citibank September 2003 - February 2004
BCPS June 2002 - September 2003
Merck December 2001 - May 2002
NexGen Interactive Systems 2000 - 2002
Skills
Sybase, Fixed Income, Investment Banking, Capital Markets, Business Analysis, Data Warehousing, Derivatives, Project Management, Leadership, Valuation, Equities, Management, Financial Services, Software Development, SDLC, SOA, Agile Methodologies, Financial Modeling, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, International business
College of Engineering Pune 1994 — 1998
BE
Fordham University January 2009 - February 2012
MSCI Barra 2006 - 2007
Morgan Stanley 1996 - 2006
Citigroup 1988 - 1996
Capital Cities/American Broadcasting Company 1984 - 1988
Skills
Executive Coaching, Talent Management, Succession Planning, Consulting, Career Development, Leadership, Employee Relations, Change Management, Leadership Development, Human Resources, Strategy, Deferred Compensation, Mergers & Acquisitions, Employee Benefits, Coaching, Management, Organizational..., Training, Employee Engagement, Performance Management, Risk Management, Personnel Management, Talent Acquisition, Temporary Placement, Organizational..., Organizational Design, HRIS, Recruiting, Onboarding, Workforce Planning, College Recruiting, Employee Training, Interviews, HR Consulting, Benefits Administration, Applicant Tracking..., HR Policies
Education
Fordham University 1995 — 1997
MS, HR Education and Development
Baruch College, City University of New York (CUNY) 1974 — 1979
BBA, Management
Holy Cross High School 1970 — 1974
AllianceBernstein July 2014 - Present
RVM, Inc July 2013 - July 2014
Morgan Stanley February 2014 - May 2014
Force Brands: FoodForce BevForce May 2013 - July 2013
WeiserMazars LLP January 2013 - May 2013
Harvatek Corporation June 2012 - August 2012
Jonathan Graynor Consulting March 2012 - May 2012
StudentRush.org February 2011 - May 2011
Park IP Translations December 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Onboarding, Public Speaking, Employee Training, HRIS, Project Management, Business Development, Recruiting, Sales, Marketing, Time Management, Sourcing, Social Media Marketing
Education
City University of New York-Baruch College 2010 — 2014
BBA, International Business
East Brunswick High School 2007 — 2010
Urban Resource Institute July 2015 - Present
Rosalind DeShazor February 2008 - Present
Taproot Foundation May 2014 - March 2015
Larry DeShazor for State Representative Campaign Committee 2001 - 2011
Brant Publications, Inc. June 2010 - July 2010
New York Cares January 2008 - April 2010
BBDO New York August 1990 - September 2007
Morgan Stanley May 1989 - August 1990
Skills
Leadership, Team Leadership, Entrepreneurship, Microsoft Office, Analysis, Business Strategy, Project Management, Business Development, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Executive MBA, Global Business Management
Fordham London Centre, Kensington Square
Doing Business in Europe/Global Management
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
Wells Fargo Advisors January 2014 - Present
Morgan Stanley March 2007 - December 2013
Andrews Building Corp January 2006 - March 2007
Skills
Fixed Income, Bloomberg
Education
Baruch College
Baruch College, City University of New York (CUNY)
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase September 2011 - September 2015
JPMorgan Asset Management July 2007 - August 2011
JPMorgan Chase July 2006 - December 2006
Morgan Stanley June 2005 - May 2006
UBS June 2004 - August 2004
Skills
Equities, Derivatives, Securities, Industry Analysis, Asset Management, Valuation, Portfolio Management, Competitive Analysis, Investments, Equity Research, Strategy, Financial Risk, Bloomberg Terminal, Hedge Funds, Mutual Funds, Analysis, Options, Bloomberg, Financial Modeling, Fixed Income
Education
Macaulay Honors College at Baruch College 2003 — 2008
BBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2007
B.B.A., Finance and Investments
Bank of America 2012 - Present
RBS Global Banking & Markets April 2010 - December 2011
Omnium LLC (fka Citadel Solutions) June 2007 - March 2009
Morgan Stanley May 2005 - May 2007
Goldman Sachs 1999 - 2005
CIBC 1995 - 1999
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Hedge Funds, Derivatives, Swaps, Investment Banking, CDS, Trading Systems, FX, Equities, Options, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products, Capital Markets, Equity Derivatives, FX Options, Interest Rate...
Education
Hofstra University 1993 — 1997
MBA, International Business
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
BBA, Finance
Various professional organizations November 2008 - Present
KPMG LLP December 2007 - October 2008
Grant Thornton LLP October 2006 - December 2007
Willamette Management Associates April 2006 - September 2006
Ernst & Young LLP September 2004 - February 2006
McGraw Hill Financial (Standard and Poor's Ratings) July 2002 - July 2004
Morgan Stanley June 2001 - August 2001
Merrill Lynch July 1998 - July 2000
Skills
Insightful advice to..., Financial Modeling, Due Diligence, Purposeful relationship..., Mergers & Acquisitions, Business Valuation, Financial Analysis, Equities, Private Equity, IPO, Economics, Business Development, Corporate Finance, Finance, Financial Services, Strategic Thinking, Strategy, Derivatives, Fixed Income, Litigation Support, Restructuring, Venture Capital, Banking, Investment Banking, Accounting, Leadership, Strategic Financial..., Business Due Diligence, Financial Modelling, Portfolio Company..., Valuation of Other..., Understanding of..., Establishing and..., Understanding of..., Market knowledge:..., Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
MS, Accountancy
Capital Normal University 1992 — 1994
Bachelor's Degree, English
UWC Adriatic College (UWCAD) 1990 — 1992
I.B.
Beijing No. 4 High School 1984 — 1990
High School Diploma
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company July 2011 - March 2013
New York Life Insurance Company March 2009 - March 2013
The Reserve October 2007 - October 2008
Morgan Stanley January 2000 - September 2007
Skills
Recruiting, College Recruiting, Financial Recruiting, Insurance, Leadership, Finance, Public Speaking, Social Networking, Management, Nonprofits, Small Business, Training, Marketing, Financial Services, Social Media, Microsoft Office, Customer Service, Team Building, Sales, Analysis, Strategic Planning, Event Planning
Education
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Morgan Stanley May 2015 - Present
Affinity Solutions August 2012 - May 2015
Goldman Sachs June 2011 - August 2011
Citigroup June 2010 - May 2011
Skills
Data Analysis, Analytics, Microsoft Excel, SQL, Report Writing, Access, SPSS, Statistics, Data Processing, Business Analysis, Visio, Project Management, Marketing, Email Marketing, Human Resources, Recruiting, HRIS, Microsoft CRM, Organizational..., Employee Learning &...
Education
City University of New York-Baruch College
Bachelor's Degree, Industrial and Organizational Psychology
Barclays Capital June 2010 - Present
Barclays Capital (previously Lehman Brothers) July 2007 - July 2010
Morgan Stanley 2005 - 2007
Thomson Reuters 2001 - 2004
Baseline Financial Services 1999 - 2001
Education
Pace University - Lubin School of Business 2002 — 2004
Master of Business Administration (MBA), Economics & Computer Information Systems
Baruch College, City University of New York (CUNY) 1996 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Subotnick Financial Services Center June 2012 - May 2013
Skills
Mergers & Acquisitions, Leveraged Finance, Financial Analysis, Financial Modeling, Investment Banking
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Magna Cum Laude
The Lyceum School
GCE Advanced Level
Harvard Business School August 2015 - August 2015
Goldman Sachs May 2015 - July 2015
Morgan Stanley May 2015 - July 2015
BlackRock April 2015 - April 2015
JPMorgan Chase & Co. October 2013 - December 2013
Wells Fargo Bank January 2011 - March 2012
Wells Fargo May 2009 - August 2009
Wachovia Scholars June 2008 - June 2008
Skills
Retail Banking, Mortgage Banking, Project Management, Business Development, Microsoft Office, Banking, Training, Management, Finance, Risk Management, Sales
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Nuvolo Technologies August 2014 - Present
UBS April 2014 - August 2014
UBS July 2010 - November 2013
Morgan Stanley March 2008 - July 2010
Morgan Stanley October 2007 - July 2010
Morgan Stanley July 2002 - October 2007
Morgan Stanley July 2000 - July 2002
Philip Morris March 2000 - August 2000
Goldman Sachs July 1999 - March 2000
Computer Associates April 1999 - July 1999
Skills
Enterprise Architecture, Solution Architecture, Event Management, ITIL, Organizational Structure, Software Development, Strategy Development, Perl, Sybase ASE, Oracle, JavaScript, Database Design, MySQL, XML, SDLC, Agile, Waterfall, SOA, Red Hat Linux, Web Infrastructure, Netcool, Impact, CMDB, Resource Management, Team Leadership, Global Management, Global Delivery, Project Strategy, IT Strategy, IT Service Management, Leadership, Integration, Strategic Planning, Agile Project Management, Change Management, Linux, Databases, Release Management, Web Services, SaaS, Strategy, Infrastructure, Service Management, Architecture, IT Management, Software Project..., Unix, ITIL Certified, Incident Management, Application Architecture
Education
ITIL Certification Traning 2006 — 2007
ITIL Practitioner
City University of New York-Baruch College - Zicklin School of Business 1998 — 2004
Bachelors's in Computer Information Systems
BNY Mellon 2014 - Present
Morgan Stanley 2013 - 2014
Citigroup 2009 - 2013
JPMorgan Chase 2006 - 2008
CIBC 2000 - 2006
Skills
Derivatives, Fixed Income, SDLC, Financial Risk, Business Intelligence, Finance, Portfolio Management, Valuation, Trading, Access, User Acceptance Testing, Financial Reporting, Credit, Investments, Program Management, Account Reconciliation, Credit Derivatives, Back Office
Education
Baruch College, City University of New York (CUNY)
B.B.A, Accounting
Douglas Elliman Real Estate May 2015 - Present
Citi June 2014 - January 2015
Morgan Stanley June 2013 - August 2013
Merrill Lynch February 2013 - April 2013
First Vulcan Inc August 2009 - January 2013
Skills
Accounting, Financial Analysis, Financial Reporting, Real Estate, Accounts Payable, Microsoft Excel, QuickBooks, Customer Service, Accounts Receivable, Auditing, Property Management, Payroll, Financial Modeling, Valuation, Finance, Management, Microsoft Word, PowerPoint, Microsoft Office
Education
Baruch College 2012 — 2014
BBA, Finance
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Safra National Bank of New York June 2008 - Present
Morgan Stanley April 2004 - January 2008
Morgan Stanley Dean Witter October 1999 - April 2004
Dean Witter Reynolds August 1997 - October 1999
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
Master of Business Administration (MBA), Finance and International Business
Stony Brook University 1993 — 1997
Bachelor's degree, Economics
American Express January 2015 - Present
Arthur Schuman Inc. April 2014 - September 2014
Penn-Plax Inc. November 2012 - April 2014
Optimum Lightpath November 2008 - February 2010
Canon USA September 2007 - November 2008
ESPN October 2006 - December 2006
OverPeer June 2005 - December 2005
Best Buy August 2003 - July 2005
Morgan Stanley June 2004 - August 2004
Skills
Product Marketing, Competitive Analysis, Product Development, Product Management, Market Research, Strategic Planning, Marketing, Marketing Strategy, Strategy, Management, Salesforce.com, Sales, Project Management, Microsoft Office, Brand Management, Marketing Management, Brand Development, Market Share Analysis, Cost Analysis, Product Launch, Market Analysis, Product Strategies, Data Analysis, Social Media, Manufacturing, Retail Packaging, Packaging, Consumer Package Goods, Retail Branding, Consumer Packaged Goods..., Consumer Products, Brand Loyalty, Brand Implementation, Sourcing, Trade Shows, Retail, Go-to-market Strategy, Product Lifecycle..., Program Management, Merchandising, Retail Category..., Brand Licensing, Licensing, Food Marketing, Food Manufacturing, Food Packaging
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
Bachelor of Business Administration, Marketing Management
Culinary Academy of Long Island 2010 — 2011
Certificate of Professional Cooking, Professional Cooking
Mercer April 2015 - Present
Prudential Financial February 2013 - April 2015
Barclays December 2012 - January 2013
Morgan Stanley May 2012 - November 2012
J.Crew November 2011 - March 2012
Visiting Nurse Service of New York March 2011 - November 2011
National Institute for Early Education Research June 2008 - June 2010
Skills
PeopleSoft, SAP HR, SAP Netweaver, SuccessFactors, SPSS, Qualtrics Online Survey..., Microsoft Office, Employee Surveys, Survey Design, Survey Monkey, Customer Service, Onboarding, SharePoint, Learning Management..., Project Coordination, Project Management, Talent Acquisition, Training, Recruiting, Succession Planning, Human Resources
Education
City University of New York-Baruch College 2010 — 2012
Master of Science (M.S.), Industrial/Organizational Psychology
Muhlenberg College 2004 — 2008
Bachelor of Arts, Psychology; Minor: Women's Studies
Morgan Stanley January 2012 - Present
Morgan Stanley May 2011 - December 2011
Morgan Stanley May 2010 - April 2011
Morgan Stanley November 2004 - April 2010
Skills
Analytics, Options, Fixed Income, Operational Risk, VBA, Foreign Exchange, Automation, Trading Systems, Prime Brokerage, FX Options, Derivatives, Trading, Electronic Trading, Middle Office
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MS, Business Computer Info Systems
Binghamton University 1999 — 2002
BS, Management w MIS, Finance Concentrations
Robert A. Stanger & Co. August 2011 - Present
Morgan Stanley April 2010 - July 2011
AllianceBernstein December 2006 - April 2010
JGI December 2005 - December 2006
Skills
Financial Modeling, Financial Analysis, Budgeting, Valuation, Bloomberg, Excel, Series 7, DCF
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance
Stevens Institute of Technology 2001 — 2005
BS, Business and Technology
KPMG US September 2015 - Present
Beta Alpha Psi Alpha Gamma February 2014 - Present
New York Music Industry Association Baruch Chapter December 2013 - Present
Morgan Stanley September 2014 - December 2014
ECS Media Pvt. Ltd. February 2011 - July 2012
Navyaata Media Pvt. Ltd. March 2012 - June 2012
House of Innovation Pvt. Ltd. December 2010 - June 2012
Skills
Accounting, Financial Accounting, Finance, Auditing, Microsoft Excel, QuickBooks, English language skills, Nepali, Hindi, Adobe Design Programs, Fruity Loops, Logic Pro, Propellerheads Reason, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking
Education
City University of New York-Baruch College 2013 — 2016
Bachelor's Degree, Accounting and Finance, 4.0
William Carey College 2013 — 2014
Bachelor's Degree, Computer and Information Systems Security/Information Assurance, 4.0
Beacon Health Options January 2015 - Present
Beacon Health Strategies December 2011 - December 2014
APS Healthcare June 2008 - November 2011
Face Creations, Inc. 2003 - 2008
IBM May 2000 - September 2003
Morgan Stanley 1998 - 2000
BNY Mellon October 1995 - April 1998
Citi March 1990 - October 1995
Skills
Marketing Communications, Corporate Communications, Sales Coordination, Proposal Preparation, Writing, Salesforce.com, Microsoft Office, Office Administration, Production, Video Production, Special Events, Content Management, Editing, Internal Communications, Proposal Writing, Management, Healthcare, Business Development, Press Releases, Strategic Planning, Project Management, Integrated Marketing, Public Relations, Budgets, Sales, Newsletters, Marketing Strategy, Leadership, Lead Generation, CRM, Cross-functional Team...
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Marketing
Bloomberg LP April 2014 - Present
Morgan Stanley September 2008 - April 2014
Morgan Stanley May 2007 - September 2008
Morgan Stanley November 2005 - April 2007
KOE Connections June 1999 - September 2005
Pfizer Inc June 1999 - September 2002
Skills
Fixed Income Products, Data Analysis, Electronic Trading, Strategy, Business Analysis, Product Management, Risk Management, Fixed Income, Portfolio Management, Investment Banking, Derivatives, Financial Services, Equities, Hedge Funds, Bloomberg, Financial Risk, Trading, Prime Brokerage, Analysis, Capital Markets, Trading Systems, Financial Markets, Credit, Interest Rate..., Bonds, Series 7, Swaps, Market Data, Project Management
Education
Baruch College 2002 — 2004
MBA, Finance
Binghamton University 1995 — 1999
BA, Economics
The Hebrew University 1996 — 1996
Summer Abroad
Enterprise Solution Providers February 2011 - Present
Morgan Stanley 2010 - February 2011
Thomson Reuters October 2008 - December 2009
Bowne November 2007 - October 2008
ICAP April 2007 - August 2007
Merrill Lynch June 2006 - March 2007
Credit Suisse October 2004 - March 2005
Sungard Trading Systems November 2002 - February 2004
Deutsche Bank May 2001 - May 2002
Pricewaterhouse Coopers 2000 - 2001
Skills
Project Management, Vendor Management, ITIL, Product Management, Change Management, Market Data, PMP, Management, Equities, Investment Banking, Fixed Income, Analysis, SDLC, Trading, Business Analysis, Team Building, Quality Assurance, Software Project..., PMO
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA, Computer Information Systems
Bernard M. Baruch
Bachelor of Business Administration (B.B.A.), Computer Information Systems
global commodities supply & trading boutique 2005 - Present
Indian Institute of Technology, Kanpur October 2012 - Present
AIG Financial Products / American International Group (AIG) 2002 - 2004
Morgan Stanley 1994 - 2002
New York Mercantile Exchange 1991 - 1994
Skills
Commodity, Hedging, Project Finance, Commodity Markets, Energy, Renewable Energy, Financial Structuring, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Derivatives, Risk Management, Strategy, Options, Management, Management Consulting, Trading, Business Strategy, Equities, Start-ups, Fixed Income, Credit Risk, Entrepreneurship, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
Master of Business Administration (M.B.A.), Finance and Investments
Indian Institute of Technology, Kanpur 1982 — 1986
Bachelor's Degree, Computer Science and Engineering
National Grid March 2010 - Present
Bank of America December 2008 - February 2010
Merrill Lynch June 2007 - December 2008
Morgan Stanley October 2006 - June 2007
KeySpan Corportation October 2004 - October 2006
KeySpan Corporation January 2004 - October 2004
Skills
Strategic Financial..., Risk Management, Business Intelligence, Finance, Investment Management, Process Improvement, Management, PMO, Program Management, Wealth Management, Change Management, Strategic Planning, Financial Advisory
Education
Baruch College 2004 — 2011
Dual MBA, Operations Management and Finance
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelors of Science, Finance and Accounting
Microsoft February 2015 - Present
Slalom Consulting June 2014 - February 2015
Fino Consulting September 2013 - June 2014
Microsoft (Visual Studio Cloud Services) March 2006 - May 2013
Palgrave Macmillan 2002 - 2006
Morgan Stanley May 2001 - May 2002
Barnes & Noble March 2000 - May 2001
Skills
Agile, C#, ASP.NET, .NET, Scrum, Visual Studio, SQL Server, JavaScript, XML, ASP.NET MVC, Unit Testing, NUnit, LINQ, Mobile, Android, Amazon Web Services, Web Project Management, Entrepreneurship, Jquery Mobile, Agile Methodologies, Cloud Computing, jQuery Mobile, Software Development, Amazon Web Services..., Microsoft SQL Server, Mobile Devices, SaaS, Software Engineering, Integration, Databases, Management, SOA, Consulting, Agile Project Management, Windows Azure, Software Project...
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MBA, Computer Information Systems
New York University 1998 — 1999
BS, Communication Studies
TIAA-CREF June 2014 - Present
Bank of America September 2009 - June 2014
Morgan Stanley November 2006 - May 2009
Morgan Stanley October 1995 - October 2006
Wertheim, Schroder 1993 - 1995
Oscar Gruss 1987 - 1991
Skills
Business Analysis, Corporate Finance, Management, Budgets, Finance, Project Management, Leadership, Requirements Analysis, Financial Forecasting, Financial Reporting, Reporting & Analysis, Cost Allocation, Software Project..., Finance Transformation, Total Cost of Ownership, IT Cost Optimization, Allocations, Technology Finance, IT Financial Management, Master Data Management, Procure to Pay, Banking, Risk Management, SDLC, Strategy
Education
Pace University - Lubin School of Business 1991 — 1993
MBA
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA
Chiron Training Center 2009 — 2009
Beach Channel High School 1980 — 1984
High School Diploma
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley September 2007 - Present
NYC Office of Payroll Administration June 2002 - 2007
Skills
Agile Methodologies, Microsoft SQL Server, Business Analysis, SDLC, Active Directory, SQL, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project...
Education
City University of New York-Brooklyn College 2005 — 2008
MS, Information Systems
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Management
Morgan Stanley June 2011 - Present
Morgan Stanley 2006 - May 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Business Analysis, Data Analysis, Project Management, Fixed Income, Operational Risk, Prime Brokerage, Capital Markets, Derivatives, Hedge Funds, Credit Derivatives, Risk Management, Equities, Information Security, Regulatory Examinations
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance / Operations
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance
Thomson Reuters September 2010 - Present
Thomson Reuters May 2007 - September 2010
Reuters January 2006 - May 2007
Sampson Trading March 2001 - November 2005
Morgan Stanley June 2000 - February 2001
UBS September 1998 - May 1999
Skills
Financial Markets, Market Data, Fixed Income, Equities, Bloomberg, Salesforce.com, Relationship Management, Derivatives, Trading, Commodity, Electronic Trading, Hedge Funds, Mutual Funds, Investments, Wealth Management, Bonds, Asset Allocation, Trading Systems, Reference Data, Capital Markets, Financial Services, Options, Investment Banking, Equity Trading, Securities, Portfolio Management, Equity Derivatives, Asset Management, Series 7, Investment Management, Market Risk, Commodity Markets, Business Analysis, Series 63, Leadership, Account Management, Finance, Banking, Training, Siebel, Order Management, Vendor Management, Foreign Exchange, Bloomberg Terminal, Low Latency, Technical Analysis, Credit Derivatives, Alternative Investments, FX trading
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance, General
Morgan Stanley February 2015 - Present
The STEM Academy January 2015 - Present
Morgan Stanley March 2010 - Present
Morgan Stanley April 2009 - March 2010
Morgan Stanley April 2006 - May 2009
Morgan Stanley January 2004 - April 2006
Skills
IT Strategy, Risk Management, Strategy, Leadership, Investment Banking, Business Intelligence, Management, SDLC, Vendor Management, Business Development, Enterprise Software, Sybase, Equities, Trading Systems, Analysis, Low Latency, System Architecture, Enterprise Architecture, Security, Equity Research, Asset Management, Strategic Planning, IT Security Best..., Marketing Strategy, Governance, Project Planning, Banking, Software Project..., Investments, Financial Services, Asset Managment, Emergency Medicine, Music Theory, Music Performance, Intelligence Analysis, Cyber Defense, Threat Intelligence, Cyber Operations
Education
City University of New York-Baruch College
B.S., Management Info Systems
New York University
B.A., Social Sciences (Sociology)
Morgan Stanley August 2013 - Present
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Bloomberg, Investments, Mergers & Acquisitions, Fixed Income, Finance, Business Strategy, Microsoft Excel, Strategic Planning, Due Diligence, Capital IQ, Derivatives, PowerPoint, Financial Analysis, Equity Capital Markets, IPO, Sales, Corporate Finance, Outlook, Cooking, General Awesomeness, Equities, Emerging Markets, Acting, Series 79, Independent Thinking, Private Equity, Venture Capital, Portfolio Management, Outspoken, Travel, High Yield, Fundraising, Public Speaking, DCF Valuation, Economics, DCF, Positive Team Player, Google Adwords, HTML, CSS, JavaScript, Bootstrap
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2008
BA, Finance and Investments
General Assembly 2015 — 2015
Part-Time 10-Week Course, Front End Web Development
BNP Paribas March 2014 - Present
Morgan Stanley April 2008 - January 2012
Morgan Stanley March 2006 - March 2008
UBS June 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
BBA, Finance and Investments
JPMorgan Chase February 2013 - Present
JPMorgan Chase March 2010 - Present
Morgan Stanley February 1998 - May 2009
Skills
Leadership Development, Organizational..., Executive Coaching, Organizational..., Talent Management, Succession Planning, Training, Performance Management, Executive Development, Financial Analysis, Asset Management, Onboarding, Management Consulting
Education
Baruch College, City University of New York (CUNY)
Certified Executive Coach
Emory University
BA, Art History
New York University
Masters, Social Work
Bank of America 2012 - Present
Credit Suisse March 2010 - October 2012
Morgan Stanley August 2006 - March 2010
Credit Suisse April 2004 - July 2006
PricewaterhouseCoopers 2000 - 2002
Skills
.NET, C#, Python, Derivatives, Investment Banking, Risk Management, Sybase, SDLC, Equities, Fixed Income, IT Strategy, Trading Systems, Capital Markets, Business Intelligence, Business Analysis, Prime Brokerage
Education
Baruch College 2004 — 2006
Master of Science (MS), Financial Engg.
Jadavpur University 1988 — 1992
BE, Electronics and Telecommunication
South Point High School 1984 — 1988
Liberty Tax Service January 2011 - April 2011
Morgan Stanley December 1999 - October 2009
Education
Baruch College, City University of New York (CUNY) 1994 — 1999
Morgan Stanley May 2014 - Present
Morgan Stanley December 2011 - May 2014
Morgan Stanley November 2008 - December 2011
Morgan Stanley May 2005 - October 2008
Philip Morris International 2003 - 2004
LBi - Icon Nicholson/Icon MediaLab 1998 - 2003
Unilever 1997 - 1998
ITT - Goulds Pumps 1995 - 1997
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Data Analysis, Department Budgeting, Accounting, Financial Forecasting, Operations Management, Finance, Financial Services, Strategy, Valuation, Management
Education
Baruch College 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
New York Life Insurance Company 2011 - Present
The Hartford 2008 - July 2011
Morgan Stanley 2004 - 2007
Bank of New York Mellon 1999 - 2004
Bank of America 1994 - 1999
Shawmut Bank (Now Bank of America) 1994 - 1999
Shawmut Bank (Now Bank of America) 1994 - 1999
Bank of New York Mellon 1984 - 1994
Skills
Securities, Financial Services, Banking, Insurance, Mutual Funds, Corporate Law, Auditing, Leadership, Risk Management, Investments, Asset Management, Corporate Governance, Equities, Capital Markets, Fixed Income, Mergers & Acquisitions, Due Diligence, AML, Alternative Investments, Hedge Funds, Financial Risk
Education
Brooklyn Law School 1980 — 1984
JD
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA in Accounting
HSBC Securities April 2008 - Present
HSBC Securities April 2006 - April 2008
HSBC Securities September 2004 - April 2006
Morgan Stanley November 2000 - September 2004
Skills
Fund Administration, Hedge Funds, Fund Accounting, Advent Geneva, Account Reconciliation, Microsoft Office, Corporate Actions, Bloomberg Terminal, Alternative Investments, Advent Partners, Valuations, Kroger NTAS, Prime Brokerage, NAV, Customer Service, Lotus Notes, Retirement Services, Bloomberg, Securities, Retirement, Mutual Funds, Middle Office, Valuation
Education
City University of New York-Baruch College 1998 — 2000
BBA, Major: Finance; Minor: Human Resources Management
City University of New York-Queens College 1995 — 1998
Dun & Bradstreet October 2008 - September 2013
ABN AMRO Bank N.V. February 2008 - September 2008
American Stock Exchange January 2007 - January 2008
Securities Industry Automation Corp. (SIAC) May 1988 - January 2007
Morgan Stanley October 1980 - April 1988
Insurance Services Office May 1979 - September 1980
Bernard Baruch College - School of Continuing Education September 1978 - June 1980
New York Life Insurance Company October 1974 - May 1979
Skills
Vendor Management, Disaster Recovery, Data Center, PMO, IT Operations, Project Management, Strategy, Management, Infrastructure, Telecommunications, Team Management, Information Security, Business Continuity..., Trading Systems, ITIL, Market Data, SDLC, IT Management, System Administration, Hardware, Budgets, Troubleshooting, IT Strategy, Computer Security, Equities, Process Improvement, Program Management, Problem Management, Crisis Management, Quality Assurance, Data Center Relocation, Corporate Relocation, Market Data Systems, Operations / Network...
Education
City University of New York-Baruch College 1974 — 1978
Master of Business Administration (MBA), Computer Methodology
City University of New York-Hunter College 1968 — 1973
Bachelor of Arts (BA), Communications and Economics (Double Major)
Morgan Stanley BI Programmer/AnalystLinens N Things2003 - 2005
Prudential Relocation 2001 - 2002
Olympic Amis 1997 - 2001
PQ Corporation 1996 - 1997
Skills
Vendor Management, SDLC, Business Analysis
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Computer Information Systems
University of Rochester - Simon Business School 1996 — 1997
Certificate, Managemet Studies
University of Rochester 1992 — 1996
BS/BA, Chemical Engineering, Economics
Walton High School 1989 — 1992
HS, HS
MS High School, Ranny, Kerala, INDIA
MS High School, Ranny, Kerala, INDIA
JPMorgan Chase June 2012 - Present
JPMorgan Chase 2012 - 2012
Highbridge Capital Management December 2010 - December 2011
Tethys Technology 2009 - 2010
HBK Capital Management March 2008 - December 2008
Morgan Stanley 2004 - 2008
Instinet Fixed Income 2000 - 2001
Skills
Quality Assurance, User Acceptance Testing, Agile, Test Automation, Fixed Income, VBA, SDLC, Trading Systems, XML, SQL, Vendor Management, Testing, Project Planning, Software Project..., QTP, Hybrid test automation..., Keyword Driven Test..., Data Driven Testing, Agile Methodologies, Manual Testing, Project Management, Management, Software Quality..., Software Documentation, Change Management, Software Development, Risk Management, Equities, Derivatives, Test Planning, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
MS, CIS
New York University - Leonard N. Stern School of Business 1994 — 1997
BS, Finance/Information Systems
City University of New York-Brooklyn College
Morgan Stanley February 2014 - Present
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Human Resources Management, Industrial/Organizational Psychology
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Cohen & Steers December 2013 - Present
Morgan Stanley August 2002 - December 2013
Skills
Investment Banking, Financial Modeling, Equities, Capital Markets, Corporate Finance, Derivatives, Financial Accounting, Financial Reporting, Financial Services, Asset Management, Portfolio Management, Bloomberg, Valuation, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Dynamic Data Concepts December 2014 - Present
CoreOne Technologies October 2012 - November 2014
Goldman Sachs October 2009 - October 2012
Martin Currie January 2008 - October 2008
Morgan Stanley June 2005 - January 2008
Institutional Research Services January 2000 - May 2002
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Relationship Management, Financial Services, Valuation, Wealth Management, Project Management, Business Analysis, Microsoft Excel, Strategic Planning, Business Strategy, Financial Markets, Data Analysis, Access, Capital Markets, Marketing, Banking, New Business Development, PowerPoint, Management, Leadership, Office Administration
Education
City University of New York-Baruch College 1997 — 2000
BBA, Finance
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley September 2013 - Present
JPMorgan Chase April 2011 - September 2013
Morgan Stanley January 2006 - April 2011
Citi January 2005 - January 2006
UBS Wealth Management 2000 - 2005
Skills
Fixed Income, Trading Systems, Derivatives, Equity Derivatives, Equities, Interest Rate..., Hedge Funds, FX Options, Capital Markets, Sybase, Risk Management, SDLC, SQL, Business Analysis, Java, Credit Derivatives, Quantitative Finance, Unix, Oracle, Market Risk
Education
Baruch College, City University of New York (CUNY)
Morgan Stanley May 2012 - Present
PCCW August 2007 - May 2012
Verizon January 2004 - August 2007
Telstra April 2000 - November 2003
Deutsche Bank 1997 - 1998
JP Morgan 1996 - 1998
Skills
Operations Management, Solution Selling, Account Management, Sales Management, Contract Negotiations, Consultative Selling, Telecommunications, Managed Services, SLA, Negotiation, Business Development, Business Process, Cloud Computing, Contract Negotiation, Management, New Business Development, Outsourcing, Project Management, Sales, Selling, Service Delivery, Sourcing, Strategy, Vendor Management, Cross-functional Team..., CRM, Pre-sales, Sla
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, IT and Marketing
Baruch College
BBA, Marketing
Morgan Stanley August 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers February 2003 - September 2008
Lehman Brothers January 2001 - January 2003
iXL January 1999 - January 2001
Citi January 1996 - December 1998
Uni-Mail October 1994 - December 1995
City University of New York January 1993 - December 1994
Bank of Communications Limited September 1990 - December 1992
Skills
Swaps, Weblogic, Java, Databases, Portals, Equities, Equity Derivatives, Sybase, Prime Brokerage, Market Data, JMS, TIBCO, Spring, Trading, Unix Shell Scripting, Java Enterprise Edition, Trading Systems, SDLC, Hedge Funds, Portfolio Management, Financial Risk, Fixed Income, ETFs, Options, Electronic Trading, Low Latency
Education
Baruch College, City University of New York (CUNY) 1995 — 1996
MBA Core Courses
City University of New York 1993 — 1994
MA, STATISTICS and OPERATIONS RESEARCH
South China University of Technology 1986 — 1990
BA, APPLIED MATH
Affiliated High School of South China Normal University 1983 — 1986
High School
ZNews Africa January 2015 - Present
Barclays September 2012 - May 2015
Morgan Stanley March 2011 - September 2012
Societe Generale August 2010 - December 2010
Baruch College July 2009 - August 2010
Continuing Education Association of New York July 2009 - May 2010
City Year December 2008 - July 2009
Columbia University August 2006 - December 2008
Bear Stearns & Co May 2006 - August 2006
Columbia University July 2005 - May 2006
Education
Columbia University, Columbia CollegeNew 2003 — 2009
Bachelor of Arts, Economics
Baruch College, City University of New York (CUNY) 2009 — 2010
Continuing Studies
Columbia University in the City of New York 2003 — 2008
BA, Economics
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.), General Management, Tech, Entrepreneurship
BMO Capital Markets April 2011 - Present
Morgan Stanley December 2010 - March 2011
Morgan Stanley August 2007 - February 2009
Man Financial Global August 2006 - July 2007
New York Energy and Metals Executions April 2002 - June 2006
Man Financial Global April 2000 - January 2002
Skills
Collateral Management, Spanish, Equities, Fixed Income, Trading, Securities, Microsoft Office, Options, Bloomberg, Settlement
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Certification, Customs Broker
John Jay University 1998 — 2000
N/A, General Education
Citi March 2014 - Present
Merrill Lynch September 2010 - March 2014
Merrill Lynch September 2010 - January 2012
Morgan Stanley 2004 - 2009
Smith Barney 2003 - 2004
Instinet 1998 - 2002
Skills
Derivatives, Options, Equities, Series 24, FINRA, Hedge Funds, Securities, Series 7, SERIES 7, 63, 65, 55,..., Compliance, Commodities, CAMS
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS, Accounting
City University of New York-Brooklyn College 2009 — 2009
Master's degree, Accounting
Pace University 2000 — 2001
Accounting
Brandeis University 1994 — 1998
BA, History
Morgan Stanley January 2010 - Present
Refco December 2000 - August 2008
Barclays Capital January 2000 - December 2000
Fuji Bank June 1997 - January 2000
Skills
Capital Markets
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Bachelor of Business Administration, Finance and Investments
Morgan Stanley June 2015 - Present
Cathay Elite Business Solutions LLC April 2011 - Present
Access One ATM November 2010 - June 2015
Baruch College September 2008 - June 2010
United States Navy August 2002 - August 2008
Skills
Software Installation, Training, Outlook, Microsoft Office, Analysis, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Team Building, Project Management, Research, Team Leadership, Public Speaking, Project Planning, Strategic Planning, Technical Documentation, Computer Repair, Electronics Repair, Nuclear, ATM Machines, Navy, Access, Leadership, Technical Support
Education
City University of New York-Baruch College 2008 — 2010
Master of Business Administration (MBA), Small Business Management/ Finance & Investment, 3.782
University of Maryland University College 2007 — 2010
Graduate Certificate, Information Technology: Telecommunications Management, 4.0
Excelsior College 2006 — 2007
Bachelor of Science (BS), Management Information Systems, 3.75
Thomas Edison State College 2006 — 2007
Bachelors of Science in Applied Science and Technology, Nuclear Engineering Technology
Book- Alone - The Spiritual Awakening Within August 2015 - Present
RCS October 2014 - Present
KESHAV MARBLE ARTEFACTS August 2007 - August 2010
Morgan Stanley October 2006 - July 2007
Davis Funds, New York October 2000 - December 2005
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Skills
Series 7, IT Strategy, Strategy, Business Strategy, Corporate Finance, Portfolio Management, Equities, Strategic Planning, Business Development, Marketing Strategy, Financial Analysis
Education
City University of New York-Baruch College 2001 — 2013
BBA, Economics
NASD CERTIFICATION 2001 — 2005
Series 65, 7, 63, Investment Adviser and Registered Representative
Saint John's University 1994 — 1996
Certificate, Business Administration
Delhi University 1986 — 1989
BA, History Honors
Siemens August 2009 - Present
Morgan Stanley October 1998 - January 2009
Skills
IT Strategy, Vendor Management, Integration, Unix, SQL, Sybase, Trading Systems, Equities Technology, Fixed Income Technology, .NET, Software Project..., Requirements Gathering, XML, SDLC, Enterprise Architecture, Business Analysis, Software Development, Software Documentation, SOA, ITIL, Disaster Recovery, IT Management, Microsoft SQL Server, SharePoint, Agile Project Management, Data Warehousing, Oracle
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1996
BSc, Computer Science
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
Computer and Information Sciences, General
Morgan Stanley January 2013 - Present
Morgan Stanley March 2011 - Present
JP Morgan Chase June 2010 - March 2011
Citi October 2003 - March 2009
Mizuho Corporate Bank September 1996 - June 2003
Skills
Fixed Income, Derivatives, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
B.B.A., Finance and Investment
Private February 2012 - Present
Weill Cornell Medical College 2008 - 2012
Credit Suisee 2003 - 2004
Morgan Stanley 2001 - 2002
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
Masters, Quantitative Modeling & Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
Masters, Accountancy
Pace University 1997 — 2000
Bachelors, Finance
Audax Group September 2014 - Present
State Street Bank September 2013 - September 2014
State Street August 2012 - September 2013
Prada June 2011 - August 2011
Prada June 2010 - August 2010
Morgan Stanley September 2007 - February 2009
Pioneer Shipping Logistics Inc June 2007 - September 2007
Skills
Piano, Conversational Japanese, Canto, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Data Analysis, Cantonese, SPSS, Finance, SharePoint, Economics
Education
Boston University Questrom School of Business 2010 — 2012
Business Administration, Finance, 3.21
Baruch College, City University of New York (CUNY) 2008 — 2012
Business Administration, Finance and Theater, 3.69
Stuyvesant High School 2004 — 2008
High School Diploma
Barclays Investment Bank January 2015 - Present
Moody's Investors Service July 2014 - December 2014
Credit Suisse July 2011 - June 2014
Morgan Stanley June 2012 - August 2012
Senator Kirsten E. Gillibrand August 2010 - May 2011
Skills
Customer Service, Financial Analysis, Finance, Project Finance, Writing, Critical Thinking, Banking, Statistics, Microsoft Excel, Research, Qualitative Research, English, English Literature, Academic English, Microsoft Office, PowerPoint, Organization, Photography, Dance, Time Management, Access, Administration, Social Media, Social Networking, Leadership
Education
Baruch College 2011 — 2013
Bachelor of Business Administration, Finance
SUNY Stony Brook 2008 — 2011
Pre-Medicine/Pre-Medical Studies
Depfa Bank February 2007 - January 2015
Hypo Real Estate Capital Corp July 2004 - February 2007
HypoVereinsbank - UniCredit Bank AG April 2002 - July 2004
Barclays January 2000 - April 2002
Salomon Smith Barney April 1998 - December 1999
Morgan Stanley July 1995 - April 1998
Skills
Capital Markets, Risk Management, Structured Products, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Asset Management, Management, Portfolio Management, Structured Finance, Financial Risk, Investments, Finance, Treasury, Treasury Management, Trading, Financial Services
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance & Investments
Lockheed Martin March 2014 - Present
Lockheed Martin September 2012 - March 2014
General Parts Inc. May 2008 - June 2012
North Carolina State University March 2006 - May 2008
Morgan Stanley March 2002 - August 2005
Credit Suisse May 2001 - September 2001
Credit Suisse July 1999 - March 2001
Skills
Business Objects, Compensation Strategies, Compensation Structures, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, HR Policies, HRIS, Human Resources, Leadership, Leadership Development, Management, Market Pricing, Microsoft Office, Onboarding, PeopleSoft, Performance Management, Personnel Management, Program Management, Recruiting, Talent Acquisition, Talent Management, Training
Education
Baruch College 2000 — 2002
Bachelor's degree, Finance, General
CARQUEST May 2008 - Present
North Carolina State University March 2006 - May 2008
Morgan Stanley March 2002 - August 2005
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Morgan Stanley June 2012 - May 2013
Instinet Incorporated March 2012 - June 2012
OMGPOP June 2010 - March 2012
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master of Science (M.S.), Accounting
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Accountancy
MSCI Inc. 2005 - 2012
Morgan Stanley 2004 - 2004
International Trade Inc. 2002 - 2004
UBS Investment Bank 2001 - 2002
Skills
Financial Reporting, Budgeting, Data Analysis, Forecasting, Reconciliation, Financial Analysis, Sales Operations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelors of Business Administration, CIS
Morgan Stanley July 2015 - Present
Barclays Wealth and Investment Management September 2014 - June 2015
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - August 2014
JPMorgan Chase September 2013 - June 2014
Virtu Financial April 2013 - May 2013
Kohlberg Kravis Roberts & Co. June 2010 - April 2013
Capital One February 2010 - May 2010
St. John's University Men's Soccer September 2008 - May 2009
Capital One December 2007 - September 2008
Skills
Excel, PowerPoint, Microsoft Word, SunGard Investran, Report Console, Communication, Analysis, Microsoft Excel, Investments, Social Media, Management, Private Equity, Tax, Hedge Funds, Financial Analysis, Microsoft Office
Education
City University of New York-Baruch College 2013 — 2014
Bachelors, Finance, Investments and Entreprenuership
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science (BS), Accounting
Starwood Hotels & Resorts Worldwide, Inc. November 2011 - Present
THE LEUKEMIA & LYMPHOMA SOCIETY September 2008 - September 2010
Morgan Stanley June 1999 - September 2008
Skills
Organizational..., Project Planning &..., Talent Recruiting &..., Talent Management, Recruiting, Human Resources, Training, Strategy, Management, Process Improvement, Data Analysis, Staff Development, Talent Acquisition, Employee Engagement, Onboarding
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
Master of Business Administration (MBA), Organizational Behavior and Human Resource Management
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley June 2013 - August 2013
Baruch College September 2011 - May 2013
Barclays Capital May 2012 - August 2012
Barclays Capital December 2011 - December 2011
Japanese External Trade Organization (JETRO) June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2014
Bachelors of Business Arts, Finance and Investments
Oglethorpe University 2004 — 2008
Bachelor of Arts, International Relations with an Asian Concentration
Qlik March 2015 - Present
State Farm December 2013 - March 2015
Analytics8 May 2012 - November 2013
Morgan Stanley February 2007 - April 2012
Abbott June 2006 - August 2006
Astoria Federal Savings August 2005 - June 2006
Skills
Business Intelligence, Data Warehousing, Business Analysis, QlikView, ETL, Data Modeling, Analytics, SQL, Requirements Gathering, Data Analysis, VBA, Microsoft SQL Server, Requirements Analysis, Database Design, Data Integration, Dashboard, Business Intelligence..., Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Bronx High School of Science