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
Maria Ditl Maria Ditl's Morgan Stanley Experience September 1989 - December 2002
Job Administrative Assistant Pharmaceuticals/Financial Services/Executive Search
Industry Financial Services
Experience
New York Hospital Queens January 2013 - June 2013
ING March 2011 - June 2012
Pfizer July 2003 - February 2011
Morgan Stanley September 1989 - December 2002
Skills
Administrative..., Calendaring, Customer Service, Microsoft Excel, Microsoft Word, Office Administration, Office Management, Outlook, PowerPoint, Ariba, Travel Arrangements, Leadership, Expenses, Teamwork, Software Documentation, Filing, Human Resources, Calendars
Education
Katherine Gibbs School
Options Certificate
Continuing Education and Training
Earned CEU credits through:
Pace University
Accounting
New York Hospital Queens January 2013 - June 2013
ING March 2011 - June 2012
Pfizer July 2003 - February 2011
Morgan Stanley September 1989 - December 2002
Skills
Administrative..., Calendaring, Customer Service, Microsoft Excel, Microsoft Word, Office Administration, Office Management, Outlook, PowerPoint, Ariba, Travel Arrangements, Leadership, Expenses, Teamwork, Software Documentation, Filing, Human Resources, Calendars
Education
Katherine Gibbs School
Options Certificate
Continuing Education and Training
Earned CEU credits through:
Pace University
Accounting
Caroline Bracero Caroline Bracero's Morgan Stanley Experience April 2005 - June 2009
Job Executive Secretary to the Vice President of IT Administration
Industry Hospital & Health Care
Experience
WellStar Health System May 2014 - Present
WellStar Health System September 2012 - Present
WellStar Health System August 2009 - September 2012
WellStar Douglas Hospital August 2009 - September 2012
Morgan Stanley April 2005 - June 2009
Morgan Stanley April 2005 - June 2009
O & P Motion, Inc. September 2003 - August 2005
Skills
Bilingual-Spanish, Microsoft Office, Novell, Mac, Time Management, Attention To Detail, Invoicing, Employee Relations, Recruiting, Software Documentation, Outlook, Customer Service, Telephone Skills, PowerPoint, Process Scheduler, Management, PeopleSoft, Benefits Administration, Kronos, Visio, HIPAA, Leadership, Healthcare, Interviews, Fax, Training, Office Management, Employee Benefits, Teamwork, Event Planning, Human Resources, Microsoft Excel, Process Improvement, Office Administration, Onboarding, Hospitals, Healthcare Management, Healthcare Information..., Data Entry
Education
Keiser College 1998 — 2000
A.S., Science/Medical Assisting
WellStar Health System May 2014 - Present
WellStar Health System September 2012 - Present
WellStar Health System August 2009 - September 2012
WellStar Douglas Hospital August 2009 - September 2012
Morgan Stanley April 2005 - June 2009
Morgan Stanley April 2005 - June 2009
O & P Motion, Inc. September 2003 - August 2005
Skills
Bilingual-Spanish, Microsoft Office, Novell, Mac, Time Management, Attention To Detail, Invoicing, Employee Relations, Recruiting, Software Documentation, Outlook, Customer Service, Telephone Skills, PowerPoint, Process Scheduler, Management, PeopleSoft, Benefits Administration, Kronos, Visio, HIPAA, Leadership, Healthcare, Interviews, Fax, Training, Office Management, Employee Benefits, Teamwork, Event Planning, Human Resources, Microsoft Excel, Process Improvement, Office Administration, Onboarding, Hospitals, Healthcare Management, Healthcare Information..., Data Entry
Education
Keiser College 1998 — 2000
A.S., Science/Medical Assisting
Corinna Bongiovanni Corinna Bongiovanni's Morgan Stanley Experience April 2006 - September 2012
Job Supervisory Manager, Vice President
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2012 - Present
Morgan Stanley April 2006 - September 2012
Wachovia Securities June 2004 - April 2006
Assurant Health September 2003 - June 2004
Stifel, Nicolaus & Company, Inc September 2002 - September 2003
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Parkside 1997 — 2001
B.A., Communication, Business
JP Morgan Chase Bank, N.A. September 2012 - Present
Morgan Stanley April 2006 - September 2012
Wachovia Securities June 2004 - April 2006
Assurant Health September 2003 - June 2004
Stifel, Nicolaus & Company, Inc September 2002 - September 2003
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Parkside 1997 — 2001
B.A., Communication, Business
Crystal Estrela Crystal Estrela's Morgan Stanley Experience 2006 - 2008
Job Project Administrator at S&F Concrete Contractors, Inc
Industry Construction
Experience
S&F Concrete Contractors, Inc 2008 - Present
Morgan Stanley 2006 - 2008
Lucent Technologies September 2002 - 2006
Skills
Change Orders, Construction, Contract Management, Microsoft Office, Budgets, Pre-construction, Contractors, Construction Safety, Contract Negotiation, Accounts Payable, Administrative..., Certified Payroll, EEO Reporting, Office Administration, Notary Public, Accounts Receivable, Insurance, Requisition Management, Cost Management, Requisitions, Subcontracts, Payroll Services, EEO/AA Compliance, Subcontracts Management, Timeslips, Tax Exempt Certificates, Time & Material slips, IT Management, Sage Timberline Office, Construction Management, Microsoft Excel
Education
Kaplan University 2004 — 2007
Associate's degree, Accounting
Hudson High School 1998 — 2001
S&F Concrete Contractors, Inc 2008 - Present
Morgan Stanley 2006 - 2008
Lucent Technologies September 2002 - 2006
Skills
Change Orders, Construction, Contract Management, Microsoft Office, Budgets, Pre-construction, Contractors, Construction Safety, Contract Negotiation, Accounts Payable, Administrative..., Certified Payroll, EEO Reporting, Office Administration, Notary Public, Accounts Receivable, Insurance, Requisition Management, Cost Management, Requisitions, Subcontracts, Payroll Services, EEO/AA Compliance, Subcontracts Management, Timeslips, Tax Exempt Certificates, Time & Material slips, IT Management, Sage Timberline Office, Construction Management, Microsoft Excel
Education
Kaplan University 2004 — 2007
Associate's degree, Accounting
Hudson High School 1998 — 2001
Kishma Joseph's Morgan Stanley Experience 2007 - 2009
Job Executive Assistant/Consultant
Industry Financial Services
Experience
CMG Resource, LLC June 2012 - August 2012
Deutsche Bank November 2011 - May 2012
Steven Rudnick Financial Services 2010 - 2011
Morgan Stanley 2007 - 2009
VIBE 2001 - 2007
Skills
Administrative..., Calendaring, Travel Arrangements, Microsoft Office, Executive..., Time Management, Microsoft Word, PowerPoint, Management, Customer Service, Event Planning, Calendars, Executive Support, Office Administration, Confidentiality, Office Management, Concur, Payroll, Strategy
Education
Hudson County School of Technology 2013 — 2013
Certificate in Quickbooks, Finance, General
Katharine Gibbs School
Certificate, Executive Assistant
Monroe College
AA, Health Information Technology
New York Institute of Technology
BA, Human Resources
US Army
Certificate, Admistrative Specialist
CMG Resource, LLC June 2012 - August 2012
Deutsche Bank November 2011 - May 2012
Steven Rudnick Financial Services 2010 - 2011
Morgan Stanley 2007 - 2009
VIBE 2001 - 2007
Skills
Administrative..., Calendaring, Travel Arrangements, Microsoft Office, Executive..., Time Management, Microsoft Word, PowerPoint, Management, Customer Service, Event Planning, Calendars, Executive Support, Office Administration, Confidentiality, Office Management, Concur, Payroll, Strategy
Education
Hudson County School of Technology 2013 — 2013
Certificate in Quickbooks, Finance, General
Katharine Gibbs School
Certificate, Executive Assistant
Monroe College
AA, Health Information Technology
New York Institute of Technology
BA, Human Resources
US Army
Certificate, Admistrative Specialist
Wanda Harper Wanda Harper's Morgan Stanley Experience December 2008 - May 2009
Job Help Desk Analyst for S.I. University Hospital
Industry Information Technology and Services
Experience
ResCare Workforce Services July 2013 - Present
Innovative Technology Solutions LLC May 2010 - November 2010
Hewlett-Packard December 2008 - May 2009
Morgan Stanley December 2008 - May 2009
D & R Brokerage, Inc. July 2004 - November 2008
Good Shepherds Services / D&R Brokerage, Inc July 2004 - November 2008
New Horizons Computer Learning Centers January 2001 - June 2004
Skills
Active Directory, Remote Desktop, Computer Forensics, Microsoft Office, Computer Security, Intrusion Detection, Hardware Installation, Software Installation, Allscripts, Computer Repair, Host Intrusion..., JAD Methodologies, Barcode Scanners, Citrix, Wireless Networking, Cisco Routers, Linksys, Computer Maintenance, Electronic Medical..., HP Printers, Network Configuration, DHCP, Remote Installation..., HP / Dell Laptop..., Blackberry Enterprise..., Troubleshooting, Servers, Technical Support, Networking, Network Administration
Education
Kaplan University-Davenport Campus 2008 — 2012
Associate's degree, Information Security and Forensics, + 180 Credits / GPA 3.8
New Horizons Computer Learning Center 2001 — 2004
New Horizons IT Learning Center, Information Technology, 3.0
ResCare Workforce Services July 2013 - Present
Innovative Technology Solutions LLC May 2010 - November 2010
Hewlett-Packard December 2008 - May 2009
Morgan Stanley December 2008 - May 2009
D & R Brokerage, Inc. July 2004 - November 2008
Good Shepherds Services / D&R Brokerage, Inc July 2004 - November 2008
New Horizons Computer Learning Centers January 2001 - June 2004
Skills
Active Directory, Remote Desktop, Computer Forensics, Microsoft Office, Computer Security, Intrusion Detection, Hardware Installation, Software Installation, Allscripts, Computer Repair, Host Intrusion..., JAD Methodologies, Barcode Scanners, Citrix, Wireless Networking, Cisco Routers, Linksys, Computer Maintenance, Electronic Medical..., HP Printers, Network Configuration, DHCP, Remote Installation..., HP / Dell Laptop..., Blackberry Enterprise..., Troubleshooting, Servers, Technical Support, Networking, Network Administration
Education
Kaplan University-Davenport Campus 2008 — 2012
Associate's degree, Information Security and Forensics, + 180 Credits / GPA 3.8
New Horizons Computer Learning Center 2001 — 2004
New Horizons IT Learning Center, Information Technology, 3.0
Richard Shores Richard Shores's Morgan Stanley Experience 1995 - 1998
Job Account Executive at Barcoding Inc.
Industry Logistics and Supply Chain
Experience
Barcoding Inc. April 2015 - Present
Sausage Barons, LLC January 2014 - Present
Schnering Marine Services February 2010 - Present
China-Data.com.cn 2013 - 2013
Thomson Reuters 2008 - 2011
Thomson Reuters 2000 - August 2008
Prudential Financial 1998 - 2000
Morgan Stanley 1995 - 1998
Skills
Product Management, Business Development, Strategy, Market Research, CRM, Client Service..., Customer Engagement, Account Management, Risk Management, Marketing, Strategic Planning
Education
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
University of Baltimore 1998 — 2001
M.B.A., Management Information Systems
Towson University 1989 — 1993
B.A., International Studies
関西外国語大学 / Kansai Gaidai University 1991 — 1992
Japanese Studies
Baltimore Polytechnic Institute
A course, Engineering
Barcoding Inc. April 2015 - Present
Sausage Barons, LLC January 2014 - Present
Schnering Marine Services February 2010 - Present
China-Data.com.cn 2013 - 2013
Thomson Reuters 2008 - 2011
Thomson Reuters 2000 - August 2008
Prudential Financial 1998 - 2000
Morgan Stanley 1995 - 1998
Skills
Product Management, Business Development, Strategy, Market Research, CRM, Client Service..., Customer Engagement, Account Management, Risk Management, Marketing, Strategic Planning
Education
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
University of Baltimore 1998 — 2001
M.B.A., Management Information Systems
Towson University 1989 — 1993
B.A., International Studies
関西外国語大学 / Kansai Gaidai University 1991 — 1992
Japanese Studies
Baltimore Polytechnic Institute
A course, Engineering
Diane Humphrey's Morgan Stanley Experience April 2012 - December 2013
Job happily retired!
Industry Financial Services
Experience
Morgan Stanley April 2012 - December 2013
US Trust August 2007 - March 2011
Fifth Third Bancorp 2002 - 2007
Skills
Investment Management, Asset Managment, Wealth Management..., Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Private Banking, Alternative Investments, Financial Advisory, Investment Strategies, Securities, Equities, Asset Management, Asset Allocation, Hedge Funds, Bonds, Fixed Income, Investments
Education
Schiller International University 1988 — 1989
International Business
Kalamazoo College 1981 — 1985
BA, History, International Relations
University of Copenhagen 1983 — 1984
certificate, International Business
Morgan Stanley April 2012 - December 2013
US Trust August 2007 - March 2011
Fifth Third Bancorp 2002 - 2007
Skills
Investment Management, Asset Managment, Wealth Management..., Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Private Banking, Alternative Investments, Financial Advisory, Investment Strategies, Securities, Equities, Asset Management, Asset Allocation, Hedge Funds, Bonds, Fixed Income, Investments
Education
Schiller International University 1988 — 1989
International Business
Kalamazoo College 1981 — 1985
BA, History, International Relations
University of Copenhagen 1983 — 1984
certificate, International Business
Clarice White Clarice White's Morgan Stanley Experience October 2011 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
CANON RECRUITING/BANK OF AMERICA July 2013 - August 2013
SOLOMON PAGE GROUP/OMNICOM MEDIA GROUP November 2012 - February 2013
ADECCO/MORGAN STANLEY February 2012 - April 2012
SOLOMON PAGE GROUP/BRIXMOR PROPERTIES GROUP December 2011 - January 2012
Adecco/Morgan Stanley 2011 - 2012
Morgan Stanley October 2011 - December 2011
ADECCO/BANK OF AMERICA June 2008 - January 2011
Tide Water Technical College September 2006 - June 2007
APAC CORPORATION July 2003 - June 2007
Skills
Training, Time Management, Recruiting, Administrative...
Education
Kaplan University 2008 — 2010
AAS, Humanaties
CANON RECRUITING/BANK OF AMERICA July 2013 - August 2013
SOLOMON PAGE GROUP/OMNICOM MEDIA GROUP November 2012 - February 2013
ADECCO/MORGAN STANLEY February 2012 - April 2012
SOLOMON PAGE GROUP/BRIXMOR PROPERTIES GROUP December 2011 - January 2012
Adecco/Morgan Stanley 2011 - 2012
Morgan Stanley October 2011 - December 2011
ADECCO/BANK OF AMERICA June 2008 - January 2011
Tide Water Technical College September 2006 - June 2007
APAC CORPORATION July 2003 - June 2007
Skills
Training, Time Management, Recruiting, Administrative...
Education
Kaplan University 2008 — 2010
AAS, Humanaties
Tara Hill-Davis's Morgan Stanley Experience April 2000 - January 2012
Job Executive Assistant at Northern Trust
Industry Banking
Experience
Northern Trust October 2012 - Present
UBS Global Asset Management June 2012 - October 2012
Nokia March 2012 - June 2012
Morgan Stanley April 2000 - January 2012
ABN AMRO Bank N.V. 1997 - 2000
ABN AMRO Bank N.V. 1995 - 1996
Skills
Invoicing, Budgets, Expense Management, Calendars, Lotus Notes, Outlook, Travel Arrangements, Administrative..., Time Management, Management, CRM, Leadership, Microsoft Excel, Microsoft Office, Payroll, PeopleSoft, PowerPoint, Project Management, Process Scheduler, Recruiting, SAP, Spreadsheets, Office Management, Human Resources
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA)
University of Phoenix 2007 — 2010
Bachelor of Science degree, Business Management
University of Phoenix
Certification, Human Resource Management
Northern Trust October 2012 - Present
UBS Global Asset Management June 2012 - October 2012
Nokia March 2012 - June 2012
Morgan Stanley April 2000 - January 2012
ABN AMRO Bank N.V. 1997 - 2000
ABN AMRO Bank N.V. 1995 - 1996
Skills
Invoicing, Budgets, Expense Management, Calendars, Lotus Notes, Outlook, Travel Arrangements, Administrative..., Time Management, Management, CRM, Leadership, Microsoft Excel, Microsoft Office, Payroll, PeopleSoft, PowerPoint, Project Management, Process Scheduler, Recruiting, SAP, Spreadsheets, Office Management, Human Resources
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA)
University of Phoenix 2007 — 2010
Bachelor of Science degree, Business Management
University of Phoenix
Certification, Human Resource Management
Keiko Harada Keiko Harada's Morgan Stanley Experience 1996 - 1997
Job Program Manager II at Microsoft
Industry Information Technology and Services
Experience
Microsoft May 2013 - Present
Microsoft 2012 - May 2013
Hitachi Data Systems 2009 - 2012
Hitachi Data Systems February 2007 - November 2009
Hitachi Data Systems March 2006 - February 2007
Goldman Sachs September 1999 - March 2006
Lehman Brothers 1997 - 1999
Morgan Stanley 1996 - 1997
Skills
Storage Area Networks, Product Planning, Market Requirements, Product Requirements..., Feature Definition, Search Engine Technology, SharePoint, NAS, Cloud Computing, HDS, EMC, VMware, Compliance, e-discovery, SaaS, Export Controls, New Business Development, Project Coordination, EDRM, Red Hat Linux, Windows, AIX, Solaris, Software Project..., Search, PaaS, IaaS, Enterprise Storage, Big Data, Marketing, Enterprise Software, Product Management, Virtualization, Data Center, Go-to-market Strategy, Metadata Management, Program Management, Litigation Support, Windows Azure, Storage, Unix, Strategy, Cross-functional Team..., SAN, Lead Generation, Business Continuity, Sales Enablement, Partner Management, Infrastructure, Product Launch
Education
慶応義塾大学 / Keio University
BA, Sociology
Microsoft May 2013 - Present
Microsoft 2012 - May 2013
Hitachi Data Systems 2009 - 2012
Hitachi Data Systems February 2007 - November 2009
Hitachi Data Systems March 2006 - February 2007
Goldman Sachs September 1999 - March 2006
Lehman Brothers 1997 - 1999
Morgan Stanley 1996 - 1997
Skills
Storage Area Networks, Product Planning, Market Requirements, Product Requirements..., Feature Definition, Search Engine Technology, SharePoint, NAS, Cloud Computing, HDS, EMC, VMware, Compliance, e-discovery, SaaS, Export Controls, New Business Development, Project Coordination, EDRM, Red Hat Linux, Windows, AIX, Solaris, Software Project..., Search, PaaS, IaaS, Enterprise Storage, Big Data, Marketing, Enterprise Software, Product Management, Virtualization, Data Center, Go-to-market Strategy, Metadata Management, Program Management, Litigation Support, Windows Azure, Storage, Unix, Strategy, Cross-functional Team..., SAN, Lead Generation, Business Continuity, Sales Enablement, Partner Management, Infrastructure, Product Launch
Education
慶応義塾大学 / Keio University
BA, Sociology
Nabeel Murichandy Nabeel Murichandy's Morgan Stanley Experience November 2009 - September 2011
Job Senior Associate at Cognizant
Industry Information Technology and Services
Experience
Comcast March 2014 - Present
Cognizant Technology Solutions October 2011 - Present
AutoTrader.com May 2013 - February 2014
The Walt Disney Company January 2013 - May 2013
Penn National Gaming October 2011 - January 2013
Morgan Stanley November 2009 - September 2011
Accenture June 2005 - September 2011
CNA Insurance October 2007 - October 2009
Zurich North America March 2007 - September 2007
CIBC August 2005 - February 2007
Skills
Informatica, ETL, Data Warehousing, SDLC, Teradata, Requirements Analysis, Unix, Unix Shell Scripting, Microsoft SQL Server, Mainframe, Databases, PowerCenter, Power Exchange, Salesforce.com, Perl Script, SQL, Oracle SQL, HTML, Control-M, IBM Tivoli, Tidal Enterprise..., ETL Tools, Data Analysis, CSS, Windows Server, Linux, VSAM, Java, Mac OS X, IDE, BMC Remedy, Communication Skills, Problem Solving, Positive Team Player, Netezza, Pentaho
Education
Kannur University 2000 — 2004
Bachelor of Technology (BTech), Information Technology
Comcast March 2014 - Present
Cognizant Technology Solutions October 2011 - Present
AutoTrader.com May 2013 - February 2014
The Walt Disney Company January 2013 - May 2013
Penn National Gaming October 2011 - January 2013
Morgan Stanley November 2009 - September 2011
Accenture June 2005 - September 2011
CNA Insurance October 2007 - October 2009
Zurich North America March 2007 - September 2007
CIBC August 2005 - February 2007
Skills
Informatica, ETL, Data Warehousing, SDLC, Teradata, Requirements Analysis, Unix, Unix Shell Scripting, Microsoft SQL Server, Mainframe, Databases, PowerCenter, Power Exchange, Salesforce.com, Perl Script, SQL, Oracle SQL, HTML, Control-M, IBM Tivoli, Tidal Enterprise..., ETL Tools, Data Analysis, CSS, Windows Server, Linux, VSAM, Java, Mac OS X, IDE, BMC Remedy, Communication Skills, Problem Solving, Positive Team Player, Netezza, Pentaho
Education
Kannur University 2000 — 2004
Bachelor of Technology (BTech), Information Technology
Halima S. Yusuf's Morgan Stanley Experience May 2011 - November 2014
Job Business Analyst & Reporting Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Morgan Stanley May 2011 - November 2014
Wells Fargo June 2009 - August 2010
TD Ameritrade May 2008 - May 2009
T. Rowe Price March 2006 - April 2008
Skills
Strategic Financial..., Personal Financial..., Security settlements, Fixed Income, Mutual Funds, Investment Advisory, Cost Accounting, Benefit Cost Analysis, Management, Project Management, Project Planning, Cash Management, Customer Service, Time Management, Series 7, Series 6, Series 63, Series 99, FINRA, Banking, Investment Banking, Compliance, Equity Research, Retirement Planning, Retirement Investments, Taxation, Mortgage Banking, Real Estate Development, Real Estate Investments
Education
Kaplan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance
International School of Economics, Rotterdam, The Netherlands 1999 — 2003
Bachelor of Science (B.Sc.), International Management and Accounting
JPMorgan Chase & Co. November 2014 - Present
Morgan Stanley May 2011 - November 2014
Wells Fargo June 2009 - August 2010
TD Ameritrade May 2008 - May 2009
T. Rowe Price March 2006 - April 2008
Skills
Strategic Financial..., Personal Financial..., Security settlements, Fixed Income, Mutual Funds, Investment Advisory, Cost Accounting, Benefit Cost Analysis, Management, Project Management, Project Planning, Cash Management, Customer Service, Time Management, Series 7, Series 6, Series 63, Series 99, FINRA, Banking, Investment Banking, Compliance, Equity Research, Retirement Planning, Retirement Investments, Taxation, Mortgage Banking, Real Estate Development, Real Estate Investments
Education
Kaplan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance
International School of Economics, Rotterdam, The Netherlands 1999 — 2003
Bachelor of Science (B.Sc.), International Management and Accounting
Judy Isaacson Schaffer Judy Isaacson Schaffer's Morgan Stanley Experience December 2007 - April 2009
Job Regional Mgr/Northeast at Regional Reps and President/Heroes To Heroes Foundation
Industry Marketing and Advertising
Experience
Regional Reps Corp. October 2010 - Present
Heroes To Heroes Foundation December 2009 - Present
ReachLocal January 2010 - September 2010
MetLife May 2009 - February 2010
Morgan Stanley December 2007 - April 2009
XM Satellite Radio March 2007 - December 2007
Emmis Communications/KISS-FM December 2003 - March 2007
WNEW-FM May 1997 - November 2003
1010 WINS 1997 - 1998
WAXQ-FM August 1994 - May 1997
Skills
Advertising, Fundraising, Sales, New Business Development, Radio, Social Media, Sponsorship, Selling, Marketing, Broadcast, Media Buying, Social Media Marketing, Nonprofits, Digital Marketing, Advertising Sales, Strategic Partnerships, Social Networking, Leadership, Radio Advertising, Public Relations, Networking, Budgets, Strategy, Online Marketing, Mobile Marketing, Brand Development, Small Business, Management, Event Management, Lead Generation, Digital Media, Entrepreneurship, Business Development, Online Advertising, Strategic Planning, Account Management, Marketing Communications, Marketing Strategy, Integrated Marketing, Media Planning, Direct Marketing, New Media, Non-profits, Sales Management, Promotions, Start-ups, Volunteer Management, Team Building, Event Planning, Digital Strategy
Education
Kent State University 1978 — 1982
Bachelor of Arts (B.A.), Social Work
The Hebrew University 1980 — 1981
One Year Program
East Brunswick High School 1976 — 1978
Regional Reps Corp. October 2010 - Present
Heroes To Heroes Foundation December 2009 - Present
ReachLocal January 2010 - September 2010
MetLife May 2009 - February 2010
Morgan Stanley December 2007 - April 2009
XM Satellite Radio March 2007 - December 2007
Emmis Communications/KISS-FM December 2003 - March 2007
WNEW-FM May 1997 - November 2003
1010 WINS 1997 - 1998
WAXQ-FM August 1994 - May 1997
Skills
Advertising, Fundraising, Sales, New Business Development, Radio, Social Media, Sponsorship, Selling, Marketing, Broadcast, Media Buying, Social Media Marketing, Nonprofits, Digital Marketing, Advertising Sales, Strategic Partnerships, Social Networking, Leadership, Radio Advertising, Public Relations, Networking, Budgets, Strategy, Online Marketing, Mobile Marketing, Brand Development, Small Business, Management, Event Management, Lead Generation, Digital Media, Entrepreneurship, Business Development, Online Advertising, Strategic Planning, Account Management, Marketing Communications, Marketing Strategy, Integrated Marketing, Media Planning, Direct Marketing, New Media, Non-profits, Sales Management, Promotions, Start-ups, Volunteer Management, Team Building, Event Planning, Digital Strategy
Education
Kent State University 1978 — 1982
Bachelor of Arts (B.A.), Social Work
The Hebrew University 1980 — 1981
One Year Program
East Brunswick High School 1976 — 1978
Doris Marrero Doris Marrero's Morgan Stanley Experience September 1998 - October 2000
Job Ambit Energy Independent Consultant
Industry Utilities
Experience
Ambit Energy March 2012 - Present
Morgan Stanley September 1998 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Team Leadership, Networking, Direct Marketing
Education
Katherine Gibbs School 1984 — 1985
Secretarial Program
Canarsie High School 1981 — 1984
Ambit Energy March 2012 - Present
Morgan Stanley September 1998 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Team Leadership, Networking, Direct Marketing
Education
Katherine Gibbs School 1984 — 1985
Secretarial Program
Canarsie High School 1981 — 1984
Paul Raehpour, CFP®'s Morgan Stanley Experience 2002 - 2008
Job Financial Advisor, CFP® Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
UBS Financial Services, Inc. September 2008 - December 2014
Morgan Stanley 2002 - 2008
Vision Telecommunications 1997 - 1999
The Tonight Show with Jay Leno 1993 - 1997
Education
Kansas State University 1988 — 1992
BS, Communications
Merrill Lynch December 2014 - Present
UBS Financial Services, Inc. September 2008 - December 2014
Morgan Stanley 2002 - 2008
Vision Telecommunications 1997 - 1999
The Tonight Show with Jay Leno 1993 - 1997
Education
Kansas State University 1988 — 1992
BS, Communications
David Duffy David Duffy's Morgan Stanley Experience September 1990 - January 2005
Job Night Risk Manager at FCStone LLC
Industry Financial Services
Experience
FCStone LLC (an INTL FCStone Inc company) July 2015 - Present
optionsXpress at Charles Schwab October 2014 - August 2015
optionsXpress at Charles Schwab October 2012 - October 2014
Principal Financial Group November 2010 - October 2012
DJD Trading March 2005 - October 2012
Morgan Stanley September 1990 - January 2005
Skills
Commodities, Trading, Mutual Funds, Equities, Technical Analysis, Brokerage, Asset Management, Investments, Electronic Trading, Series 3, Series 7, Stocks, Asset, Options, Financial Markets, Retirement Planning, Retirement, Alternative Investments, Derivatives, ETFs, Trading Strategies, Fixed Income, Investment Strategies, Securities, Managed Futures, Investment Advisory, Asset Allocation, Financial Analysis, Bonds, Proprietary Trading, Portfolio Management, Capital Markets, FINRA, Series 66, Equity Trading, Wealth Management, Managed Accounts, Equity Research, Commodity, Traders, Financial Advisory, Fundamental Research, Financial Planning, Fixed Income Trading, Trading Systems, Hedge Funds, Series 63, Financial Services, Valuation, Foreign Exchange
Education
Keller Graduate School of Management of DeVry University
MBA, Business
Loras College
BA, Business
FCStone LLC (an INTL FCStone Inc company) July 2015 - Present
optionsXpress at Charles Schwab October 2014 - August 2015
optionsXpress at Charles Schwab October 2012 - October 2014
Principal Financial Group November 2010 - October 2012
DJD Trading March 2005 - October 2012
Morgan Stanley September 1990 - January 2005
Skills
Commodities, Trading, Mutual Funds, Equities, Technical Analysis, Brokerage, Asset Management, Investments, Electronic Trading, Series 3, Series 7, Stocks, Asset, Options, Financial Markets, Retirement Planning, Retirement, Alternative Investments, Derivatives, ETFs, Trading Strategies, Fixed Income, Investment Strategies, Securities, Managed Futures, Investment Advisory, Asset Allocation, Financial Analysis, Bonds, Proprietary Trading, Portfolio Management, Capital Markets, FINRA, Series 66, Equity Trading, Wealth Management, Managed Accounts, Equity Research, Commodity, Traders, Financial Advisory, Fundamental Research, Financial Planning, Fixed Income Trading, Trading Systems, Hedge Funds, Series 63, Financial Services, Valuation, Foreign Exchange
Education
Keller Graduate School of Management of DeVry University
MBA, Business
Loras College
BA, Business
Justin Skarbnik Justin Skarbnik's Morgan Stanley Experience July 2004 - August 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney August 2005 - March 2009
Morgan Stanley July 2004 - August 2005
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Alternative Investments, Finance, Financial Advisory, Investment Strategies, Asset Allocation, Wealth, Bonds, 401k, Retirement Income..., Pensions, 401k Rollovers, Stocks
Education
Kaplan University 2010 — 2011
Financial Planning Certificate
University of Pittsburgh 1999 — 2003
B.A., Economics
West Orange High School 1995 — 1999
High School Diploma
Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney August 2005 - March 2009
Morgan Stanley July 2004 - August 2005
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Alternative Investments, Finance, Financial Advisory, Investment Strategies, Asset Allocation, Wealth, Bonds, 401k, Retirement Income..., Pensions, 401k Rollovers, Stocks
Education
Kaplan University 2010 — 2011
Financial Planning Certificate
University of Pittsburgh 1999 — 2003
B.A., Economics
West Orange High School 1995 — 1999
High School Diploma
Maritza Schuck Maritza Schuck's Morgan Stanley Experience June 2000 - June 2005
Job Executive Assistant at Verizon
Industry Telecommunications
Experience
Verizon July 2013 - December 2014
Verizon January 2012 - July 2013
Verizon September 2008 - December 2011
Verizon September 2005 - September 2008
Morgan Stanley June 2000 - June 2005
Morgan Stanley June 1986 - June 2000
Skills
MIcrosoft Word,..., Typing 90+ wpm, Fluent in Spanish
Education
Katharine Gibbs School 1984 — 1986
Associate's degree, Business Administration
Verizon July 2013 - December 2014
Verizon January 2012 - July 2013
Verizon September 2008 - December 2011
Verizon September 2005 - September 2008
Morgan Stanley June 2000 - June 2005
Morgan Stanley June 1986 - June 2000
Skills
MIcrosoft Word,..., Typing 90+ wpm, Fluent in Spanish
Education
Katharine Gibbs School 1984 — 1986
Associate's degree, Business Administration
Karl Goldmann Karl Goldmann's Morgan Stanley Experience September 2013 - October 2013
Job Product & Sales Analyst at Schroders
Industry Financial Services
Experience
Schroders April 2014 - Present
Morgan Stanley September 2013 - October 2013
ElderServe Health October 2012 - February 2013
Systematic Financial Management June 2008 - January 2011
Dreyfus Corporation March 2007 - May 2008
UBS December 1999 - March 2007
AXA Equitable March 1998 - December 1999
Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing
Education
Rutgers University School of Business 2002 — 2005
Master of Business Administration, Finance
Kean University 1995 — 1997
Bachelor of Science, Finance
Schroders April 2014 - Present
Morgan Stanley September 2013 - October 2013
ElderServe Health October 2012 - February 2013
Systematic Financial Management June 2008 - January 2011
Dreyfus Corporation March 2007 - May 2008
UBS December 1999 - March 2007
AXA Equitable March 1998 - December 1999
Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing
Education
Rutgers University School of Business 2002 — 2005
Master of Business Administration, Finance
Kean University 1995 — 1997
Bachelor of Science, Finance
Michael Bratman, MBA Michael Bratman, MBA's Morgan Stanley Experience January 2011 - July 2011
Job Forensic Underwriter at Opus CMC
Industry Financial Services
Experience
Opus CMC August 2015 - Present
PHH Mortgage June 2012 - July 2015
JP Morgan Chase Private Bank July 2011 - May 2012
Morgan Stanley January 2011 - July 2011
Morgan Stanley December 2004 - January 2011
United Financial Mortgage Corp. September 2002 - December 2004
Skills
Loans, Credit, Compliance, Customer Service, Funding, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, Closings, Training, Microsoft Excel, Banking, Finance, Leadership, Loan Origination, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
M.B.A., Business Administration
Loyola University of Chicago 1998 — 2002
B.A., Finance
Maine East High School 1996 — 1998
General Studies
Opus CMC August 2015 - Present
PHH Mortgage June 2012 - July 2015
JP Morgan Chase Private Bank July 2011 - May 2012
Morgan Stanley January 2011 - July 2011
Morgan Stanley December 2004 - January 2011
United Financial Mortgage Corp. September 2002 - December 2004
Skills
Loans, Credit, Compliance, Customer Service, Funding, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, Closings, Training, Microsoft Excel, Banking, Finance, Leadership, Loan Origination, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
M.B.A., Business Administration
Loyola University of Chicago 1998 — 2002
B.A., Finance
Maine East High School 1996 — 1998
General Studies
Christine Wallin Christine Wallin's Morgan Stanley Experience 1998 - 1999
Job Senior Vice President, Business Management
Industry Financial Services
Experience
LPL Finanical January 2015 - Present
LPL Financial November 2013 - Present
MetLife April 2013 - November 2013
MetLife May 2012 - April 2013
MetLife May 2011 - May 2012
MetLife January 2009 - August 2010
MetLife July 2006 - April 2008
MetLife July 2005 - July 2006
AIG 2000 - 2004
Morgan Stanley 1998 - 1999
Skills
Performance Management, Employee Benefits, Organizational Design, Leadership Development, Strategic Planning, Organizational..., Human Resources, Employee Relations, Sales Force Development, Sales Force Compensation, Strategic Communications, Succession Planning, Change Management, Leadership, Program Management, Personnel Management, Insurance, Management, Strategy, Talent Management
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Human Resources
Keene State College 1994 — 1996
LPL Finanical January 2015 - Present
LPL Financial November 2013 - Present
MetLife April 2013 - November 2013
MetLife May 2012 - April 2013
MetLife May 2011 - May 2012
MetLife January 2009 - August 2010
MetLife July 2006 - April 2008
MetLife July 2005 - July 2006
AIG 2000 - 2004
Morgan Stanley 1998 - 1999
Skills
Performance Management, Employee Benefits, Organizational Design, Leadership Development, Strategic Planning, Organizational..., Human Resources, Employee Relations, Sales Force Development, Sales Force Compensation, Strategic Communications, Succession Planning, Change Management, Leadership, Program Management, Personnel Management, Insurance, Management, Strategy, Talent Management
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Human Resources
Keene State College 1994 — 1996
Sandra Aponte Sandra Aponte's Morgan Stanley Experience March 2007 - September 2013
Job Business Administrator Assistant at CIT Group
Industry Banking
Experience
CIT Group March 2015 - Present
Great West Financial September 2014 - December 2014
JPMorgan Chase & Co. May 2014 - August 2014
Morgan Stanley March 2007 - September 2013
Smith Barney March 1999 - March 2007
GIBRALTAR SECURTIES April 1998 - March 1999
PaineWebber November 1988 - March 1998
Skills
Accounts Payable, Accounts Receivable, Data Entry, Typing 65 wpm, Job Scanning, Uniform Combined State..., Microsoft Office, Filing, 12,000 kph, Bookkeeping, General Office Skills, Multi Tasking, Payroll, Time Management, Spreadsheets, Lotus Notes, Internal Audit, Credit, Finance, Strategic Communications, Portfolio Management, High Level Of Accuracy, Microsoft Excel, Account Management, Sales, Organizational..., Accounting, Microsoft Word, Equities
Education
Global Academy of America 2014 — 2014
Certificate in Bookkeeping, Bookkeeping/Quickbooks
Kaplan University 2009 — 2012
Bachelor's Degree, Accounting, GPA 2.79
CIT Group March 2015 - Present
Great West Financial September 2014 - December 2014
JPMorgan Chase & Co. May 2014 - August 2014
Morgan Stanley March 2007 - September 2013
Smith Barney March 1999 - March 2007
GIBRALTAR SECURTIES April 1998 - March 1999
PaineWebber November 1988 - March 1998
Skills
Accounts Payable, Accounts Receivable, Data Entry, Typing 65 wpm, Job Scanning, Uniform Combined State..., Microsoft Office, Filing, 12,000 kph, Bookkeeping, General Office Skills, Multi Tasking, Payroll, Time Management, Spreadsheets, Lotus Notes, Internal Audit, Credit, Finance, Strategic Communications, Portfolio Management, High Level Of Accuracy, Microsoft Excel, Account Management, Sales, Organizational..., Accounting, Microsoft Word, Equities
Education
Global Academy of America 2014 — 2014
Certificate in Bookkeeping, Bookkeeping/Quickbooks
Kaplan University 2009 — 2012
Bachelor's Degree, Accounting, GPA 2.79
George Panesso's Morgan Stanley Experience September 2010 - June 2011
Job Project Manager at Johnson & Johnson at Tech Mahindra
Industry Computer Software
Experience
Tech Mahindra January 2015 - Present
AT&T August 2013 - December 2014
Bristol-Myers Squibb March 2013 - May 2013
Horizon Blue Cross Blue Shield of New Jersey August 2011 - February 2013
Morgan Stanley September 2010 - June 2011
Dow Jones January 2008 - November 2009
AT&T November 2006 - December 2007
LaBranche Financial Services February 2000 - October 2006
Western Union Financial Services 1996 - 2000
Skills
Requirements Analysis, Data Center, VoIP, Troubleshooting, Microsoft Office, ClearQuest, ITIL, SQL, Project Management, Active Directory, IT Strategy, Project Portfolio..., IT Management, MS Project, DNS, Project Coordination, Visio, Windows Server
Education
Kean University 1984 — 1989
Bachlors, Computer Science
Technical institue of America 2013 — 2013
PMP, Project Management
Tech Mahindra January 2015 - Present
AT&T August 2013 - December 2014
Bristol-Myers Squibb March 2013 - May 2013
Horizon Blue Cross Blue Shield of New Jersey August 2011 - February 2013
Morgan Stanley September 2010 - June 2011
Dow Jones January 2008 - November 2009
AT&T November 2006 - December 2007
LaBranche Financial Services February 2000 - October 2006
Western Union Financial Services 1996 - 2000
Skills
Requirements Analysis, Data Center, VoIP, Troubleshooting, Microsoft Office, ClearQuest, ITIL, SQL, Project Management, Active Directory, IT Strategy, Project Portfolio..., IT Management, MS Project, DNS, Project Coordination, Visio, Windows Server
Education
Kean University 1984 — 1989
Bachlors, Computer Science
Technical institue of America 2013 — 2013
PMP, Project Management
Yoshi Nagakura Yoshi Nagakura's Morgan Stanley Experience June 2000 - July 2003
Job Managing Partner at York Advisors, LLC.
Industry Financial Services
Experience
York Advisors, LLC. Managing DirectorBrooke Private Equity Advisors2008 - Present
Morgan Stanley June 2000 - July 2003
Lehman Brothers June 1995 - May 2000
Goldman Sachs August 1986 - May 1995
Skills
Alternative Investments, Private Equity
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
Keio University 1980 — 1984
B.S., Engineering
York Advisors, LLC. Managing DirectorBrooke Private Equity Advisors2008 - Present
Morgan Stanley June 2000 - July 2003
Lehman Brothers June 1995 - May 2000
Goldman Sachs August 1986 - May 1995
Skills
Alternative Investments, Private Equity
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
Keio University 1980 — 1984
B.S., Engineering
Rashi Chopra's Morgan Stanley Experience October 2010 - February 2015
Job Application Development Analyst at MKP Capital Management, L.L.C.
Industry Information Technology and Services
Experience
MKP Capital Management, L.L.C. March 2015 - Present
Morgan Stanley October 2010 - February 2015
Allegro Development Corporation 2008 - October 2010
Kansas State University September 2006 - May 2008
H&R Block May 2007 - July 2007
MITM 2002 - 2006
Skills
.NET, C#, Microsoft SQL Server, SQL, Visual Studio, XML, ASP.NET, Web Services, Oracle, JavaScript, Databases
Education
Kansas State University 2006 — 2008
Masters, Computer Science
Choithram School
MKP Capital Management, L.L.C. March 2015 - Present
Morgan Stanley October 2010 - February 2015
Allegro Development Corporation 2008 - October 2010
Kansas State University September 2006 - May 2008
H&R Block May 2007 - July 2007
MITM 2002 - 2006
Skills
.NET, C#, Microsoft SQL Server, SQL, Visual Studio, XML, ASP.NET, Web Services, Oracle, JavaScript, Databases
Education
Kansas State University 2006 — 2008
Masters, Computer Science
Choithram School
Kathryn Phillips Kathryn Phillips's Morgan Stanley Experience March 2010 - August 2010
Job Compensation Professional at GE Capital
Industry Financial Services
Experience
GE Capital October 2014 - Present
McLagan April 2012 - October 2014
McLagan September 2010 - March 2012
Morgan Stanley March 2010 - August 2010
UBS Investment Bank July 2008 - May 2009
Goldman Sachs June 2007 - August 2007
Skills
Data Analysis, Deferred Compensation, HR Policies, Microsoft Excel, Analysis, Management, CRM, Access, Microsoft Office, Finance, Human Resources, SAP BusinessObjects
Education
University of Maryland College Park 2003 — 2007
B.S. & B.A., Finance, International Business, and Japanese
慶応義塾大学 2005 — 2006
Japanese
GE Capital October 2014 - Present
McLagan April 2012 - October 2014
McLagan September 2010 - March 2012
Morgan Stanley March 2010 - August 2010
UBS Investment Bank July 2008 - May 2009
Goldman Sachs June 2007 - August 2007
Skills
Data Analysis, Deferred Compensation, HR Policies, Microsoft Excel, Analysis, Management, CRM, Access, Microsoft Office, Finance, Human Resources, SAP BusinessObjects
Education
University of Maryland College Park 2003 — 2007
B.S. & B.A., Finance, International Business, and Japanese
慶応義塾大学 2005 — 2006
Japanese
Wanda Davis Wanda Davis's Morgan Stanley Experience August 2005 - April 2014
Job Paralegal/Senior Credit Analyst
Industry Real Estate
Experience
Cantor Commercial Real Estate, a subsidiary of Cantor Fitzgerald July 2014 - Present
Morgan Stanley August 2005 - April 2014
Sutherland Asbill & Brennan LLP January 2005 - July 2005
NDCHealth August 2003 - December 2004
Meachum, Spahr, Cozzi and Postel, In-House Counsel for Liberty Mutual Insurance August 2002 - July 2003
Old Republic National Title Insurance Company September 2000 - August 2002
Miller and Ellison, Attorneys at Law September 1993 - September 2000
Skills
Litigation, Corporate Law, Due Diligence, Document Retention, Personal Injury
Education
Kaplan University 2009 — 2011
Master of Science Degree, Legal Studies
Clayton State University 2006 — 2008
Paralegal Studies
Northern Illinois University 1979 — 1983
Bachelor of Arts Degree, Special Education
Cantor Commercial Real Estate, a subsidiary of Cantor Fitzgerald July 2014 - Present
Morgan Stanley August 2005 - April 2014
Sutherland Asbill & Brennan LLP January 2005 - July 2005
NDCHealth August 2003 - December 2004
Meachum, Spahr, Cozzi and Postel, In-House Counsel for Liberty Mutual Insurance August 2002 - July 2003
Old Republic National Title Insurance Company September 2000 - August 2002
Miller and Ellison, Attorneys at Law September 1993 - September 2000
Skills
Litigation, Corporate Law, Due Diligence, Document Retention, Personal Injury
Education
Kaplan University 2009 — 2011
Master of Science Degree, Legal Studies
Clayton State University 2006 — 2008
Paralegal Studies
Northern Illinois University 1979 — 1983
Bachelor of Arts Degree, Special Education
Mellissa Linnhoff's Morgan Stanley Experience June 2012 - February 2014
Job Registered Service Assistant at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2014 - February 2015
Morgan Stanley June 2012 - February 2014
Cebert Wealth Management Group April 2007 - June 2012
Raymond James Financial, Inc. August 2006 - April 2007
LPL Financial May 2005 - September 2006
South Trust Securities Inc August 1998 - April 2005
Raymond James Financial, Inc. June 1993 - August 1998
Education
National Education Center - Bauder College 1985 — 1987
Associate of Arts (AA), Fashion Merchandising
Lakeview High School 1980 — 1985
High School Diploma
Raymond James Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2014 - February 2015
Morgan Stanley June 2012 - February 2014
Cebert Wealth Management Group April 2007 - June 2012
Raymond James Financial, Inc. August 2006 - April 2007
LPL Financial May 2005 - September 2006
South Trust Securities Inc August 1998 - April 2005
Raymond James Financial, Inc. June 1993 - August 1998
Education
National Education Center - Bauder College 1985 — 1987
Associate of Arts (AA), Fashion Merchandising
Lakeview High School 1980 — 1985
High School Diploma
Thomas Ndirangu's Morgan Stanley Experience August 2014 - March 2015
Job Student at Seton Hall University
Industry Financial Services
Experience
Morgan Stanley August 2014 - March 2015
BMW Financial Services NA, LLC July 2011 - August 2014
Prudential Financial July 2007 - November 2009
Skills
Microsoft Excel
Education
Seton Hall University 2008 — 2011
Masters; MBA, Finance
Kean University 2005 — 2007
Bachelor of Science, Finance
Morgan Stanley August 2014 - March 2015
BMW Financial Services NA, LLC July 2011 - August 2014
Prudential Financial July 2007 - November 2009
Skills
Microsoft Excel
Education
Seton Hall University 2008 — 2011
Masters; MBA, Finance
Kean University 2005 — 2007
Bachelor of Science, Finance
Tina P. Button, MPM Tina P. Button, MPM's Morgan Stanley Experience May 2007 - August 2011
Job Experienced Risk Management and Control Improvement.
Industry Accounting
Experience
MB2 Dental Solutions August 2011 - October 2013
Morgan Stanley May 2007 - August 2011
Protiviti March 2005 - May 2007
Washington Mutual Bank January 2002 - November 2004
Skills
Financial Reporting, Month end and Year end..., Project Budgetting, Cost Projections, Internal Control..., Documentation & Testing, Regulatory Analysis, SOX Compliancy, Internal Audit, Financial Risk, SSAE 16, Cash Management, Treasury, Accounts Payable, Accounts Receivable, ADP Payroll, Human Resources, Project Management, Business Process..., Finance System..., KPI Reports, Staff Development, College Recruiting, Academic Tutoring, Income Tax, QuickBooks, PeopleSoft Financial, Business Objects, Hyperion Enterprise, Oracle, SAP, Internet, HIPAA, MS Office, MS Visio, MS Project, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Auditing, Accounting, Financial Analysis, Internal Controls, Finance, Microsoft Office
Education
DeVry University's Keller Graduate School of Management-Texas 2011 — 2013
Masters degree, Project Management
Seattle University 1997 — 2001
Bachelor's degree, Accounting and Business/Management
PMP/CPMA Class
PMP/CPMA Class
MB2 Dental Solutions August 2011 - October 2013
Morgan Stanley May 2007 - August 2011
Protiviti March 2005 - May 2007
Washington Mutual Bank January 2002 - November 2004
Skills
Financial Reporting, Month end and Year end..., Project Budgetting, Cost Projections, Internal Control..., Documentation & Testing, Regulatory Analysis, SOX Compliancy, Internal Audit, Financial Risk, SSAE 16, Cash Management, Treasury, Accounts Payable, Accounts Receivable, ADP Payroll, Human Resources, Project Management, Business Process..., Finance System..., KPI Reports, Staff Development, College Recruiting, Academic Tutoring, Income Tax, QuickBooks, PeopleSoft Financial, Business Objects, Hyperion Enterprise, Oracle, SAP, Internet, HIPAA, MS Office, MS Visio, MS Project, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Auditing, Accounting, Financial Analysis, Internal Controls, Finance, Microsoft Office
Education
DeVry University's Keller Graduate School of Management-Texas 2011 — 2013
Masters degree, Project Management
Seattle University 1997 — 2001
Bachelor's degree, Accounting and Business/Management
PMP/CPMA Class
PMP/CPMA Class
Kenny Baldwin Kenny Baldwin's Morgan Stanley Experience October 2013 - Present
Job Senior Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley October 2013 - Present
iVision April 2013 - October 2013
Citrix Systems December 2009 - April 2013
Novare Group January 2007 - December 2009
Novare Group January 2005 - December 2006
Leapfrog Services Inc 2004 - 2006
NE Technologies Inc. January 2001 - March 2004
Skills
Windows Server, Microsoft Office, Sonicwall, SQL, Netscreen, Dreamweaver, Citrix, Citrix Metaframe, XenServer, Hyper-V, VMware, Virtualization, DNS, Active Directory, Windows, Disaster Recovery, Windows 7, VMware ESX, Network Administration, Windows Server 2008, Windows Server 2003, System Administration, DHCP, VPN, Security, Firewalls, Operating Systems, TCP/IP, Computer Hardware, vSphere, Switches, Group Policy, WAN, VDI, Servers, Hardware, Network Security, SAN, SQL Server, XP, Customer Relations, Application...
Education
Kennesaw State University 2015 — 2018
Bachelor of Business Administration (B.B.A.), Information Security and Assurance
Southern Polytechnic State University 2000 — 2001
Computer Science
Lassiter 1995 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Morgan Stanley October 2013 - Present
iVision April 2013 - October 2013
Citrix Systems December 2009 - April 2013
Novare Group January 2007 - December 2009
Novare Group January 2005 - December 2006
Leapfrog Services Inc 2004 - 2006
NE Technologies Inc. January 2001 - March 2004
Skills
Windows Server, Microsoft Office, Sonicwall, SQL, Netscreen, Dreamweaver, Citrix, Citrix Metaframe, XenServer, Hyper-V, VMware, Virtualization, DNS, Active Directory, Windows, Disaster Recovery, Windows 7, VMware ESX, Network Administration, Windows Server 2008, Windows Server 2003, System Administration, DHCP, VPN, Security, Firewalls, Operating Systems, TCP/IP, Computer Hardware, vSphere, Switches, Group Policy, WAN, VDI, Servers, Hardware, Network Security, SAN, SQL Server, XP, Customer Relations, Application...
Education
Kennesaw State University 2015 — 2018
Bachelor of Business Administration (B.B.A.), Information Security and Assurance
Southern Polytechnic State University 2000 — 2001
Computer Science
Lassiter 1995 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Andy Sanford, AWM's Morgan Stanley Experience May 2000 - November 2002
Job First Vice President Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2008 - Present
UBS November 2002 - April 2008
Morgan Stanley May 2000 - November 2002
Education
Kennesaw State University 1997 — 2000
Bachelor's Degree, Finance
RBC Wealth Management April 2008 - Present
UBS November 2002 - April 2008
Morgan Stanley May 2000 - November 2002
Education
Kennesaw State University 1997 — 2000
Bachelor's Degree, Finance
Nicole Mastrantonio Nicole Mastrantonio's Morgan Stanley Experience January 2006 - June 2006
Job Student at Pratt Institute Graduate Architecture and Urban Design
Industry Architecture & Planning
Experience
Wyndham Worldwide May 2014 - August 2014
Black Horse Pub and Tavern August 2010 - 2013
Miseo Associates December 2010 - September 2011
Joy of Living Creative Interiors May 2009 - May 2010
Design One Architecture September 2007 - September 2008
Morgan Stanley January 2006 - June 2006
Skills
Lighting Design, Public Relations, Hand Drafting and..., Material, Finishes and..., Space Planning, Perspective Drawing and..., Knowledge of the..., Design Research and..., Office Management Skills, AutoCAD, Maya, Rhinoceros, Maxwell Render, Grasshopper, Adobe Creative Suite, Microsoft Office
Education
Pratt Institute 2013 — 2016
Master of Architecture (M.Arch.), Architecture
Kean University 2005 — 2010
BFA Fine Arts, Interior Design
Randolph High School
Wyndham Worldwide May 2014 - August 2014
Black Horse Pub and Tavern August 2010 - 2013
Miseo Associates December 2010 - September 2011
Joy of Living Creative Interiors May 2009 - May 2010
Design One Architecture September 2007 - September 2008
Morgan Stanley January 2006 - June 2006
Skills
Lighting Design, Public Relations, Hand Drafting and..., Material, Finishes and..., Space Planning, Perspective Drawing and..., Knowledge of the..., Design Research and..., Office Management Skills, AutoCAD, Maya, Rhinoceros, Maxwell Render, Grasshopper, Adobe Creative Suite, Microsoft Office
Education
Pratt Institute 2013 — 2016
Master of Architecture (M.Arch.), Architecture
Kean University 2005 — 2010
BFA Fine Arts, Interior Design
Randolph High School
Byron Diaz Byron Diaz's Morgan Stanley Experience May 2004 - August 2006
Job VP: Senior Technical/Business Team Lead Market Risk Technology
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
Barclays Capital August 2010 - May 2015
Barclays Capital August 2006 - August 2010
Morgan Stanley May 2004 - August 2006
Sony Electronics 2003 - 2004
Goldman Sachs 2001 - 2003
BroadBand Office 2000 - 2001
Microbiz 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Fixed Income, SDLC, Trading Systems, Derivatives, Investment Banking, Stakeholder Management, SharePoint, User Acceptance Testing, Requirements Gathering, Vendor Management, Process Improvement, Program Management, Visio, Credit Derivatives, Software Project..., IT Strategy, Business Requirements, Change Management, Integration, ITIL, Electronic Trading, Project Planning, Quality Assurance, Business Intelligence, SQL, Process Engineering, Disaster Recovery, Release Management, Spanish-English, Fixed Income Technology, Testing, Project Delivery, Agile Methodologies, Interest Rate..., PMO, Capital Markets, Agile Project Management, Risk Management, Agile Methodolgy, Agile, Agile Environment, Documentation, Management, Risk Analysis, Spanish Literature, Spanish-speaking, Interest Rate Swaps, Software Documentation
Education
Kaplan University
Bachelor of Business Administration (B.B.A.), Finance, General
Kaplan University
Associate of Science (A.S.), Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Advanced Networking IT, Computer Systems Networking and Telecommunications
Barclays Investment Bank May 2015 - Present
Barclays Capital August 2010 - May 2015
Barclays Capital August 2006 - August 2010
Morgan Stanley May 2004 - August 2006
Sony Electronics 2003 - 2004
Goldman Sachs 2001 - 2003
BroadBand Office 2000 - 2001
Microbiz 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Fixed Income, SDLC, Trading Systems, Derivatives, Investment Banking, Stakeholder Management, SharePoint, User Acceptance Testing, Requirements Gathering, Vendor Management, Process Improvement, Program Management, Visio, Credit Derivatives, Software Project..., IT Strategy, Business Requirements, Change Management, Integration, ITIL, Electronic Trading, Project Planning, Quality Assurance, Business Intelligence, SQL, Process Engineering, Disaster Recovery, Release Management, Spanish-English, Fixed Income Technology, Testing, Project Delivery, Agile Methodologies, Interest Rate..., PMO, Capital Markets, Agile Project Management, Risk Management, Agile Methodolgy, Agile, Agile Environment, Documentation, Management, Risk Analysis, Spanish Literature, Spanish-speaking, Interest Rate Swaps, Software Documentation
Education
Kaplan University
Bachelor of Business Administration (B.B.A.), Finance, General
Kaplan University
Associate of Science (A.S.), Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Advanced Networking IT, Computer Systems Networking and Telecommunications
Dmitry Farbman Dmitry Farbman's Morgan Stanley Experience 1996 - 1998
Job Senior Vice President Wealth Managem, Senior Portfolio Manager at FKS Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch 1998 - 2000
Morgan Stanley 1996 - 1998
Education
Northwestern University School of Continuing Studies 2007 — 2009
Finance
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1996
Bachelor of Science in Finance, Finance, Accounting and Economics
UBS Wealth Management February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch 1998 - 2000
Morgan Stanley 1996 - 1998
Education
Northwestern University School of Continuing Studies 2007 — 2009
Finance
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1996
Bachelor of Science in Finance, Finance, Accounting and Economics
Douglas A. Sammons Douglas A. Sammons's Morgan Stanley Experience August 1998 - May 2005
Job VP Strategic Change Management (Financial Systems) at HSBC
Industry Financial Services
Experience
HSBC May 2005 - Present
Morgan Stanley August 1998 - May 2005
Skills
Business Process..., Business Analysis, Process Improvement, Leadership of Large..., International..., Management Information..., Off-Shore Operating..., Technology Evaluation, Vendor Management, IT & Business Strategy..., Programme and Project..., Strategic Leadership, Risk Management, Cross-functional Team..., Offshore Resource..., Operating Model..., Leadership Development, Continuous Improvement, Business Intelligence, Cost Reduction Solutions, PMO, System Development..., Management Information..., Business Intelligence..., Data Warehousing, Requirements Gathering, Requirements Analysis, Solution Architecture, Six Sigma Tools, IT systems development, Database Design, System Testing, End User Training, User Acceptance Testing, Customer Satisfaction, Problem Solving, Root Cause Analysis, IBM TM1 Cognos, OLAP, Oracle Hyperion Planning, Oracle Hyperion Essbase, Oracle Hyperion..., Oracle Hyperion Reports, Oracle PeopleSoft Ledger, Oracle PeopleSoft..., CA Clarity, Misys Summit..., Trintech AssureNet, MS Office
Education
Northern Illinois University - Graduate College of Business
Master of Business Administration with Honors
Keller Graduate School of Management of DeVry University
Master of Information Systems Management
Northern Illinois University
Bachelor of Science in Finance
HSBC May 2005 - Present
Morgan Stanley August 1998 - May 2005
Skills
Business Process..., Business Analysis, Process Improvement, Leadership of Large..., International..., Management Information..., Off-Shore Operating..., Technology Evaluation, Vendor Management, IT & Business Strategy..., Programme and Project..., Strategic Leadership, Risk Management, Cross-functional Team..., Offshore Resource..., Operating Model..., Leadership Development, Continuous Improvement, Business Intelligence, Cost Reduction Solutions, PMO, System Development..., Management Information..., Business Intelligence..., Data Warehousing, Requirements Gathering, Requirements Analysis, Solution Architecture, Six Sigma Tools, IT systems development, Database Design, System Testing, End User Training, User Acceptance Testing, Customer Satisfaction, Problem Solving, Root Cause Analysis, IBM TM1 Cognos, OLAP, Oracle Hyperion Planning, Oracle Hyperion Essbase, Oracle Hyperion..., Oracle Hyperion Reports, Oracle PeopleSoft Ledger, Oracle PeopleSoft..., CA Clarity, Misys Summit..., Trintech AssureNet, MS Office
Education
Northern Illinois University - Graduate College of Business
Master of Business Administration with Honors
Keller Graduate School of Management of DeVry University
Master of Information Systems Management
Northern Illinois University
Bachelor of Science in Finance
Persis Bessada-Habib Persis Bessada-Habib's Morgan Stanley Experience January 2001 - December 2002
Job VP Administrative Manager
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Merrill Lynch 2007 - 2009
AG Edwards May 2006 - October 2007
Morgan Stanley January 2001 - December 2002
Morgan Stanley DW March 1998 - December 2000
Education
Kean University 1995 — 1998
BS, Management Science/International Business
Merrill Lynch 2011 - Present
Merrill Lynch 2007 - 2009
AG Edwards May 2006 - October 2007
Morgan Stanley January 2001 - December 2002
Morgan Stanley DW March 1998 - December 2000
Education
Kean University 1995 — 1998
BS, Management Science/International Business
Charles McCain Charles McCain's Morgan Stanley Experience April 2014 - Present
Job IT / Desktop Support Technician
Industry Computer Networking
Experience
Morgan Stanley April 2014 - Present
ABC Disney August 2010 - April 2014
Deutsche Bank October 2007 - December 2011
Zurich Financial Services June 2010 - August 2010
Bank of America July 2009 - June 2010
Weight Watchers December 2009 - January 2010
Evercore Partners 2010 - 2010
Apex 2009 - 2010
Deutsche Bank October 2007 - August 2009
Credit Suisse July 2009 - July 2009
Skills
Windows Server 2003, Mac OS X, Windows XP Professional, Windows Vista, Access, Microsoft Excel, PowerPoint, QuarkXPress, Active Directory, Windows 7, Troubleshooting, Windows, Servers, Operating Systems, Computer Hardware, Laptops, Printers, Network Administration, XP, Windows Server, Cisco Technologies, OS X, Help Desk Support, Software Installation, Technical Support, Networking, Hardware, Network Design, HP, System Deployment, Integration, Citrix, Remote Desktop, System Administration, VMware, Blackberry, Network Security, TCP/IP, DNS, Disaster Recovery, VPN, Antivirus, Windows XP, Blackberry Enterprise..., Firewalls, Microsoft Exchange, DHCP, IT Operations, Routers, Group Policy
Education
Technology Career Services 2009 — 2010
n/a, A+, Network+, CCNA Certification
Katharine Gibbs School 2007 — 2009
Associates Degree in Computer Network Operations, Computer Network Operations
Katharine Gibbs School New 2007 — 2009
A.O.S, Computer Network Operations 2007
Morgan Stanley April 2014 - Present
ABC Disney August 2010 - April 2014
Deutsche Bank October 2007 - December 2011
Zurich Financial Services June 2010 - August 2010
Bank of America July 2009 - June 2010
Weight Watchers December 2009 - January 2010
Evercore Partners 2010 - 2010
Apex 2009 - 2010
Deutsche Bank October 2007 - August 2009
Credit Suisse July 2009 - July 2009
Skills
Windows Server 2003, Mac OS X, Windows XP Professional, Windows Vista, Access, Microsoft Excel, PowerPoint, QuarkXPress, Active Directory, Windows 7, Troubleshooting, Windows, Servers, Operating Systems, Computer Hardware, Laptops, Printers, Network Administration, XP, Windows Server, Cisco Technologies, OS X, Help Desk Support, Software Installation, Technical Support, Networking, Hardware, Network Design, HP, System Deployment, Integration, Citrix, Remote Desktop, System Administration, VMware, Blackberry, Network Security, TCP/IP, DNS, Disaster Recovery, VPN, Antivirus, Windows XP, Blackberry Enterprise..., Firewalls, Microsoft Exchange, DHCP, IT Operations, Routers, Group Policy
Education
Technology Career Services 2009 — 2010
n/a, A+, Network+, CCNA Certification
Katharine Gibbs School 2007 — 2009
Associates Degree in Computer Network Operations, Computer Network Operations
Katharine Gibbs School New 2007 — 2009
A.O.S, Computer Network Operations 2007
Lori Bensing's Morgan Stanley Experience 1996 - 2003
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2012 - Present
Sanders Morris Harris, The Edelman Financial Group December 2010 - May 2012
Oakleigh Wealth Management July 2009 - December 2010
Stanford Group Company December 2004 - February 2009
Bank of America Private Bank February 2003 - November 2004
Morgan Stanley 1996 - 2003
Skills
Series 7
Education
Kansas State University 1979 — 1983
BA, Spanish
Edelman Financial Services May 2012 - Present
Sanders Morris Harris, The Edelman Financial Group December 2010 - May 2012
Oakleigh Wealth Management July 2009 - December 2010
Stanford Group Company December 2004 - February 2009
Bank of America Private Bank February 2003 - November 2004
Morgan Stanley 1996 - 2003
Skills
Series 7
Education
Kansas State University 1979 — 1983
BA, Spanish
Lyle Davis Lyle Davis's Morgan Stanley Experience January 2006 - January 2009
Job ABD Doctoral Candidate in Executive Leadership Program in Human & Organizational Learning (Ed.D.) Lead Cost Estimator
Industry Defense & Space
Experience
Defense Industry September 2011 - Present
Defense Industry November 2009 - September 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley January 2006 - January 2009
Skills
Risk Management, Finance, Management, Contract Negotiation, Budgets, Financial Analysis, Negotiation, Financial Risk, Project Estimation, Financial Management, Leadership, Cost Estimating, Organizational..., Organizational..., Organizational Learning, Organizational Culture, Organizational Change..., Analysis, Strategy, Strategic Planning, Program Management, Process Improvement
Education
The George Washington University 2013 — 2016
Executive Leadership Doctoral Program, Human and Organizational Learning
Weber State University 2006 — 2008
MBA
Kent State University 2002 — 2004
Bachelors, Finance
Defense Industry September 2011 - Present
Defense Industry November 2009 - September 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley January 2006 - January 2009
Skills
Risk Management, Finance, Management, Contract Negotiation, Budgets, Financial Analysis, Negotiation, Financial Risk, Project Estimation, Financial Management, Leadership, Cost Estimating, Organizational..., Organizational..., Organizational Learning, Organizational Culture, Organizational Change..., Analysis, Strategy, Strategic Planning, Program Management, Process Improvement
Education
The George Washington University 2013 — 2016
Executive Leadership Doctoral Program, Human and Organizational Learning
Weber State University 2006 — 2008
MBA
Kent State University 2002 — 2004
Bachelors, Finance
Josh Leonard's Morgan Stanley Experience May 2004 - September 2006
Job Trader & Entrepreneur
Industry Information Technology and Services
Experience
University of Kansas Medical Center December 2014 - June 2015
University of Kansas Medical Center December 2013 - June 2015
DineEquity, Inc. July 2011 - June 2013
U.S. Department of Justice December 2009 - July 2011
ABACUS CAP September 2006 - December 2009
Morgan Stanley May 2004 - September 2006
Sprint July 2003 - May 2004
Skills
Financial Analysis, Project Management, Business Development, Strategic Planning, Process Improvement, Mergers, Sarbanes-Oxley Act, Mergers & Acquisitions, Cross-functional Team..., Strategy, Entrepreneurship, Six Sigma, Lean Startup, Analysis, Business Planning, Recruiting, Finance, Business Process..., Business Analysis, Start-ups, Management Consulting, Vendor Management, Budgets, Executive Management, Program Management, Management, Risk Management, Change Management, Training, Team Building, Forecasting, Operations Management, Contract Negotiation, Business Strategy, Team Leadership
Education
Kansas State University 1999 — 2003
B.S. Business Administration, Accounting
Villanova University 2013 — 2013
Six Sigma Green Belt
University of Kansas Medical Center December 2014 - June 2015
University of Kansas Medical Center December 2013 - June 2015
DineEquity, Inc. July 2011 - June 2013
U.S. Department of Justice December 2009 - July 2011
ABACUS CAP September 2006 - December 2009
Morgan Stanley May 2004 - September 2006
Sprint July 2003 - May 2004
Skills
Financial Analysis, Project Management, Business Development, Strategic Planning, Process Improvement, Mergers, Sarbanes-Oxley Act, Mergers & Acquisitions, Cross-functional Team..., Strategy, Entrepreneurship, Six Sigma, Lean Startup, Analysis, Business Planning, Recruiting, Finance, Business Process..., Business Analysis, Start-ups, Management Consulting, Vendor Management, Budgets, Executive Management, Program Management, Management, Risk Management, Change Management, Training, Team Building, Forecasting, Operations Management, Contract Negotiation, Business Strategy, Team Leadership
Education
Kansas State University 1999 — 2003
B.S. Business Administration, Accounting
Villanova University 2013 — 2013
Six Sigma Green Belt
Arvind Joshi, PMP's Morgan Stanley Experience May 2012 - July 2014
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Morgan Stanley May 2012 - July 2014
Morgan Stanley Wealth Management October 2006 - May 2012
Marsh USA Inc. August 2004 - October 2006
J P Morgan Chase January 2004 - August 2004
Bank One August 2003 - December 2003
Prebon Yamane August 2002 - August 2003
Campbell Soup March 2002 - August 2002
Ernst & Young LLP December 1996 - January 2002
Lehman Brothers September 1995 - December 1996
Skills
Enterprise Architecture, Business Intelligence, Program Management, Data Governance, Business and Data..., Reference Data and..., Information Stewardship, Data Wareshouse..., Data Analysis, Reference Data, Data Warehousing, Business Process..., IT Strategy, Data Modeling, SDLC, Business Analysis, Master Data Management, Requirements Analysis, Solution Architecture, Management, Software Project..., Data Stewardship, Metadata Management, Data Quality, Data Warehouse..., Teradata, IT Management, Governance, DB2, Data Architecture, Vendor Management, ETL, SOA, Data Integration, Strategy, Requirements Gathering, Informatica, CRM, Sybase, Business Requirements, Database Design, PMO, Business Objects, Integration, Data Migration, Project Portfolio..., Quality Assurance, PMP, Performance Tuning, Oracle
Education
The Maharaja Sayajirao University of Baroda 1988 — 1991
MCA, Computer Applications
University of Pune 1986 — 1987
Post Graduate Diploma, Computer Management
Karnatak University 1981 — 1985
B.E., Civil Engineering
Jnana Prabodhini Prashala 1975 — 1981
High School Diploma
Deloitte August 2014 - Present
Morgan Stanley May 2012 - July 2014
Morgan Stanley Wealth Management October 2006 - May 2012
Marsh USA Inc. August 2004 - October 2006
J P Morgan Chase January 2004 - August 2004
Bank One August 2003 - December 2003
Prebon Yamane August 2002 - August 2003
Campbell Soup March 2002 - August 2002
Ernst & Young LLP December 1996 - January 2002
Lehman Brothers September 1995 - December 1996
Skills
Enterprise Architecture, Business Intelligence, Program Management, Data Governance, Business and Data..., Reference Data and..., Information Stewardship, Data Wareshouse..., Data Analysis, Reference Data, Data Warehousing, Business Process..., IT Strategy, Data Modeling, SDLC, Business Analysis, Master Data Management, Requirements Analysis, Solution Architecture, Management, Software Project..., Data Stewardship, Metadata Management, Data Quality, Data Warehouse..., Teradata, IT Management, Governance, DB2, Data Architecture, Vendor Management, ETL, SOA, Data Integration, Strategy, Requirements Gathering, Informatica, CRM, Sybase, Business Requirements, Database Design, PMO, Business Objects, Integration, Data Migration, Project Portfolio..., Quality Assurance, PMP, Performance Tuning, Oracle
Education
The Maharaja Sayajirao University of Baroda 1988 — 1991
MCA, Computer Applications
University of Pune 1986 — 1987
Post Graduate Diploma, Computer Management
Karnatak University 1981 — 1985
B.E., Civil Engineering
Jnana Prabodhini Prashala 1975 — 1981
High School Diploma
Rick Caponi Rick Caponi's Morgan Stanley Experience July 2005 - June 2006
Job Operations Analyst
Industry Financial Services
Experience
Etrade Financial November 2007 - July 2010
Sovereign Bank March 2007 - August 2007
JPMorgan Chase August 2006 - February 2007
MORGAN STANLEY July 2005 - June 2006
TECNOART OF AMERICA, INC January 2001 - January 2005
Education
University of Cincinnati College of Business 2013 — 2015
Master's Degree, Masters in Taxation, 3.1
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.8
Rutgers University-New Brunswick
B.A., Economics
University of Nevada-Las Vegas
B.S., Hospitality Administration
Etrade Financial November 2007 - July 2010
Sovereign Bank March 2007 - August 2007
JPMorgan Chase August 2006 - February 2007
MORGAN STANLEY July 2005 - June 2006
TECNOART OF AMERICA, INC January 2001 - January 2005
Education
University of Cincinnati College of Business 2013 — 2015
Master's Degree, Masters in Taxation, 3.1
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.8
Rutgers University-New Brunswick
B.A., Economics
University of Nevada-Las Vegas
B.S., Hospitality Administration
Emily Isler's Morgan Stanley Experience August 2014 - Present
Job VP, North America Talent Advisor Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley August 2014 - Present
BNP Paribas March 2012 - July 2014
BNP Paribas January 2010 - March 2012
Bank of America March 2006 - January 2010
Skills
Recruiting, Employee Engagement, Deferred Compensation, Talent Acquisition, Talent Management, Employee Relations, Onboarding, Performance Management, Applicant Tracking..., Change Management, HR Policies, HRIS, Succession Planning, Organizational Design, Workforce Planning, Human Resources
Education
Keene State College 1999 — 2003
Sociology, Political Science
Morgan Stanley August 2014 - Present
BNP Paribas March 2012 - July 2014
BNP Paribas January 2010 - March 2012
Bank of America March 2006 - January 2010
Skills
Recruiting, Employee Engagement, Deferred Compensation, Talent Acquisition, Talent Management, Employee Relations, Onboarding, Performance Management, Applicant Tracking..., Change Management, HR Policies, HRIS, Succession Planning, Organizational Design, Workforce Planning, Human Resources
Education
Keene State College 1999 — 2003
Sociology, Political Science
Gina Santoro Gina Santoro's Morgan Stanley Experience June 1984 - September 2005
Job Executive Assistant at McGraw Hill Financial
Industry Publishing
Experience
McGraw Hill Financial July 2007 - Present
Citi 2005 - 2007
Morgan Stanley June 1984 - September 2005
Goldman Sachs August 2000 - August 2001
JER International March 1999 - April 2000
Skills
Calendars, Administrative Support, Audio Conferencing, Business Meetings, Confidentiality, Expense Management, Office Management, Special Projects, Typing, Charts, Expenses, Outlook, Internet Research, Supplies, Meeting Planning, PowerPoint, Presentation Materials, Formatting, Copying, Graphs, Calendaring, Administration, Discretion, Onboarding, Event Planning, Microsoft Office, Excel, Conferences, Scheduling, Records Management, Offer Letters, WordPerfect, Concur, Spreadsheets, Office Administration, Word, Adobe Acrobat, Internet Explorer, Supervisory Skills, General Office Duties, Event Management, Interviewing, Microsoft Office 2007, Online Research, Presentations, Microsoft Excel, Administrative..., Process Scheduler, Microsoft Word, Management
Education
Kean University 2013 — 2017
Communication/Public Relations
Carlucci Scuole Medie
McGraw Hill Financial July 2007 - Present
Citi 2005 - 2007
Morgan Stanley June 1984 - September 2005
Goldman Sachs August 2000 - August 2001
JER International March 1999 - April 2000
Skills
Calendars, Administrative Support, Audio Conferencing, Business Meetings, Confidentiality, Expense Management, Office Management, Special Projects, Typing, Charts, Expenses, Outlook, Internet Research, Supplies, Meeting Planning, PowerPoint, Presentation Materials, Formatting, Copying, Graphs, Calendaring, Administration, Discretion, Onboarding, Event Planning, Microsoft Office, Excel, Conferences, Scheduling, Records Management, Offer Letters, WordPerfect, Concur, Spreadsheets, Office Administration, Word, Adobe Acrobat, Internet Explorer, Supervisory Skills, General Office Duties, Event Management, Interviewing, Microsoft Office 2007, Online Research, Presentations, Microsoft Excel, Administrative..., Process Scheduler, Microsoft Word, Management
Education
Kean University 2013 — 2017
Communication/Public Relations
Carlucci Scuole Medie
David Trester David Trester's Morgan Stanley Experience July 2013 - February 2014
Job Budget Analyst at Department of Veterans Affairs
Industry Financial Services
Experience
Start Learning About Money Blog June 2015 - Present
Department of Veterans Affairs February 2014 - Present
Nutrie April 2014 - September 2014
Morgan Stanley July 2013 - February 2014
DeVry Inc. May 2013 - June 2013
United States Marine Corps June 2012 - May 2013
United States Marine Corps April 2009 - September 2012
United States Marine Corps June 2005 - April 2009
Walgreens August 2003 - February 2005
Skills
Training, Public Speaking, Budgets, Command, Leadership, Microsoft Office, Military, Organizational..., Project Planning, Security Clearance, Accounting, Leadership Development, Time Management, Analysis, Military Training, Government, Management, Finance
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting Focus, Current 4.0
University of Phoenix 2010 — 2013
Bachelor's degree, Business Administration - Finance, 3.84
Victor J Andrew High School 2003 — 2005
General Education
Start Learning About Money Blog June 2015 - Present
Department of Veterans Affairs February 2014 - Present
Nutrie April 2014 - September 2014
Morgan Stanley July 2013 - February 2014
DeVry Inc. May 2013 - June 2013
United States Marine Corps June 2012 - May 2013
United States Marine Corps April 2009 - September 2012
United States Marine Corps June 2005 - April 2009
Walgreens August 2003 - February 2005
Skills
Training, Public Speaking, Budgets, Command, Leadership, Microsoft Office, Military, Organizational..., Project Planning, Security Clearance, Accounting, Leadership Development, Time Management, Analysis, Military Training, Government, Management, Finance
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting Focus, Current 4.0
University of Phoenix 2010 — 2013
Bachelor's degree, Business Administration - Finance, 3.84
Victor J Andrew High School 2003 — 2005
General Education
Nicholas DeClario Nicholas DeClario's Morgan Stanley Experience May 2010 - March 2012
Job DevOps Automation Engineer at Stelligent Systems LLC
Industry Computer Networking
Experience
Stelligent Systems LLC March 2015 - Present
IQTELL.COM LLC June 2013 - March 2015
MeetMe March 2012 - June 2013
Morgan Stanley May 2010 - March 2012
NIKSUN, Inc. March 2009 - May 2010
Goldman Sachs 2007 - March 2009
SIAC 2004 - 2007
NYSE Euronext 2004 - 2007
NYSE / SIAC 2004 - 2007
Guardian Digital 2000 - 2004
Skills
Information Security, Linux, Open Source, Bash, Networking, Perl, Operating Systems, Unix, VMware, Security, Servers, PHP, Bread, Firewalls, Virtualization, Troubleshooting, Red Hat Linux, MySQL, C, Apache, Network Security, Chef, Puppet, Mock, Koji, GIT, CVS, TCP/IP, Integration, CentOS, Network Architecture, Ansible, Nagios, Jenkins, AWS EC2, Shell Scripting, Computer Security, FreeBSD, Databases, Unix Shell Scripting, Linux System..., RHEL
Education
Kean University 1995 — 1999
Bachelot of Science, Computer Science Information Systems
Stelligent Systems LLC March 2015 - Present
IQTELL.COM LLC June 2013 - March 2015
MeetMe March 2012 - June 2013
Morgan Stanley May 2010 - March 2012
NIKSUN, Inc. March 2009 - May 2010
Goldman Sachs 2007 - March 2009
SIAC 2004 - 2007
NYSE Euronext 2004 - 2007
NYSE / SIAC 2004 - 2007
Guardian Digital 2000 - 2004
Skills
Information Security, Linux, Open Source, Bash, Networking, Perl, Operating Systems, Unix, VMware, Security, Servers, PHP, Bread, Firewalls, Virtualization, Troubleshooting, Red Hat Linux, MySQL, C, Apache, Network Security, Chef, Puppet, Mock, Koji, GIT, CVS, TCP/IP, Integration, CentOS, Network Architecture, Ansible, Nagios, Jenkins, AWS EC2, Shell Scripting, Computer Security, FreeBSD, Databases, Unix Shell Scripting, Linux System..., RHEL
Education
Kean University 1995 — 1999
Bachelot of Science, Computer Science Information Systems
Olga Martynyuk's Morgan Stanley Experience May 2008 - November 2012
Job State and Local Tax Senior Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP November 2012 - Present
Morgan Stanley Smith Barney LLC May 2008 - November 2012
Morgan Stanley May 2008 - November 2012
Cross County Medical May 2006 - May 2008
Skills
Tax, Fixed Assets, Invoicing, Sales Tax, Property Tax, Accounting, Finance, Use Tax, Microsoft Excel, Bloomberg, Economics
Education
Kaplan University 2014 — 2015
Master’s Degree, Accounting, 3.5
CUNY Baruch College New 2006 — 2011
Bachelors, Science; Mathematics
Grant Thornton LLP November 2012 - Present
Morgan Stanley Smith Barney LLC May 2008 - November 2012
Morgan Stanley May 2008 - November 2012
Cross County Medical May 2006 - May 2008
Skills
Tax, Fixed Assets, Invoicing, Sales Tax, Property Tax, Accounting, Finance, Use Tax, Microsoft Excel, Bloomberg, Economics
Education
Kaplan University 2014 — 2015
Master’s Degree, Accounting, 3.5
CUNY Baruch College New 2006 — 2011
Bachelors, Science; Mathematics
Kenneth Podgurski's Morgan Stanley Experience July 2011 - April 2012
Job Accounting Manager at Homes Direct, Inc.
Industry Accounting
Experience
Homes Direct, Inc. September 2012 - Present
Diversified Accounting Solutions, L.P. April 2010 - September 2012
Morgan Stanley July 2011 - April 2012
Faucett, Taylor & Associates, LLP June 2007 - April 2010
Skills
Accounting, Auditing, Financial Accounting, Account Reconciliation, Real Estate, Financial Audits, Bookkeeping, Small Business, GAAP, Private Equity, Financial Reporting, Financial Analysis, Employee Benefits, Due Diligence, Property Management
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2007
BBA, Accounting
Homes Direct, Inc. September 2012 - Present
Diversified Accounting Solutions, L.P. April 2010 - September 2012
Morgan Stanley July 2011 - April 2012
Faucett, Taylor & Associates, LLP June 2007 - April 2010
Skills
Accounting, Auditing, Financial Accounting, Account Reconciliation, Real Estate, Financial Audits, Bookkeeping, Small Business, GAAP, Private Equity, Financial Reporting, Financial Analysis, Employee Benefits, Due Diligence, Property Management
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2007
BBA, Accounting
Julio Montoya Julio Montoya's Morgan Stanley Experience March 2012 - December 2013
Job Compliance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - December 2013
The Burgiss Group August 2007 - February 2010
St. Staffing April 2007 - May 2007
Prudential Financial June 2005 - August 2006
Prudential Financial February 2002 - June 2005
Prudential Financial July 2000 - February 2002
Skills
Microsoft Excel, Analysis, Management, Finance, Financial Analysis, Portfolio Management, Strategy, Investments
Education
Kean University
B.S, Accounting
Morgan Stanley March 2012 - December 2013
The Burgiss Group August 2007 - February 2010
St. Staffing April 2007 - May 2007
Prudential Financial June 2005 - August 2006
Prudential Financial February 2002 - June 2005
Prudential Financial July 2000 - February 2002
Skills
Microsoft Excel, Analysis, Management, Finance, Financial Analysis, Portfolio Management, Strategy, Investments
Education
Kean University
B.S, Accounting
Audrey Semple Audrey Semple's Morgan Stanley Experience April 2002 - March 2003
Job Database Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2004 - Present
Morgan Stanley April 2002 - March 2003
Skills
Performance Excellence, MS Office Suite, Organizing, Administrative Support, Spreadsheets, Lotus Notes, Outlook, PeopleSoft
Education
Touro College
MSIS, Database
Pace University 2004 — 2011
B.Sc., Computer Studies
Katherine Gibbs School 2000 — 2002
Associates, Computer
BNY Mellon September 2004 - Present
Morgan Stanley April 2002 - March 2003
Skills
Performance Excellence, MS Office Suite, Organizing, Administrative Support, Spreadsheets, Lotus Notes, Outlook, PeopleSoft
Education
Touro College
MSIS, Database
Pace University 2004 — 2011
B.Sc., Computer Studies
Katherine Gibbs School 2000 — 2002
Associates, Computer
Eriko Yazawa's Morgan Stanley Experience October 2007 - June 2012
Job Special Projects & Strategy at Union Bank
Industry Financial Services
Experience
Union Bank January 2012 - Present
Morgan Stanley October 2007 - June 2012
Morgan Stanley October 2007 - August 2011
Business Consultants Network 2004 - 2007
Skills
Management Consulting, Project Management, AML, Fraud, Integration, Translation, Risk Management, Change Management, Due Diligence, Strategy, Business Strategy, Financial Services, Strategic Planning, Internal Audit, New Business Development, Coaching, Team Building, Business Development, Banking, Start-ups, Business Analysis, Program Management
Education
Keio University 2000 — 2004
Bachelor, Business and Commerce
Union Bank January 2012 - Present
Morgan Stanley October 2007 - June 2012
Morgan Stanley October 2007 - August 2011
Business Consultants Network 2004 - 2007
Skills
Management Consulting, Project Management, AML, Fraud, Integration, Translation, Risk Management, Change Management, Due Diligence, Strategy, Business Strategy, Financial Services, Strategic Planning, Internal Audit, New Business Development, Coaching, Team Building, Business Development, Banking, Start-ups, Business Analysis, Program Management
Education
Keio University 2000 — 2004
Bachelor, Business and Commerce
Yomi Okuwa-Adekemi's Morgan Stanley Experience July 2012 - December 2014
Job Project Manager/Installation Coordinator at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2012 - December 2014
Advanced Health Media July 2007 - May 2009
Weichert Relocation Resources May 2006 - July 2007
Johnson & Johnson Shared Services March 2005 - May 2006
Skills
QTP, Quality Center, SQL, Quality Assurance, Testing, Project Planning, Operations Management, Management, Project Management, Analysis, Performance Management, Budgets, Team Leadership, Vendor Management, Human Resources, Business Analysis, Customer Service, HP QTP, Microsoft Office
Education
Linden High School 1996 — 1999
Diploma, Communications
Kean University
Bachelor of Arts, Communications 2004; Biology, Communications, Management Information Systems and Economics
Morgan Stanley July 2012 - December 2014
Advanced Health Media July 2007 - May 2009
Weichert Relocation Resources May 2006 - July 2007
Johnson & Johnson Shared Services March 2005 - May 2006
Skills
QTP, Quality Center, SQL, Quality Assurance, Testing, Project Planning, Operations Management, Management, Project Management, Analysis, Performance Management, Budgets, Team Leadership, Vendor Management, Human Resources, Business Analysis, Customer Service, HP QTP, Microsoft Office
Education
Linden High School 1996 — 1999
Diploma, Communications
Kean University
Bachelor of Arts, Communications 2004; Biology, Communications, Management Information Systems and Economics
Tendai Mudyiwa Tendai Mudyiwa's Morgan Stanley Experience December 2014 - Present
Job Technology Associate at Morgan Stanley | Software Engineer
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley August 2014 - November 2014
Kalamazoo College Mathematics Department September 2011 - June 2014
USAP Mentorship Program June 2010 - June 2014
Morgan Stanley June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
EducationUSA Advising Center January 2010 - September 2010
Skills
Leadership, Java, Programming, Public Speaking, Teamwork, Matlab, Teaching, Computer Science, SQL, LaTeX, Eclipse, Statistics, JavaScript, C, Haskell, Linux, Physics, R, Mathematics, CSS, Problem Solving, Git, Presentations, Ext JS, Version Control, Android Development
Education
Kalamazoo College 2010 — 2014
Bachelor's Degree
Saint Faith's High School 2004 — 2009
High School
Morgan Stanley December 2014 - Present
Morgan Stanley August 2014 - November 2014
Kalamazoo College Mathematics Department September 2011 - June 2014
USAP Mentorship Program June 2010 - June 2014
Morgan Stanley June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
EducationUSA Advising Center January 2010 - September 2010
Skills
Leadership, Java, Programming, Public Speaking, Teamwork, Matlab, Teaching, Computer Science, SQL, LaTeX, Eclipse, Statistics, JavaScript, C, Haskell, Linux, Physics, R, Mathematics, CSS, Problem Solving, Git, Presentations, Ext JS, Version Control, Android Development
Education
Kalamazoo College 2010 — 2014
Bachelor's Degree
Saint Faith's High School 2004 — 2009
High School
Lori Raymond's Morgan Stanley Experience 2000 - 2002
Job Seeking New Position as Executive Assistant, Office Manager or Something New
Industry Executive Office
Experience
Seeking Next Opportunity July 2015 - Present
Rittenhouse Benefits January 2015 - April 2015
The Bancorp May 2009 - January 2015
Fidelity National Title Ins. Co. April 2007 - January 2009
Rensselaer Commercial Properties July 2003 - April 2007
Morgan Stanley 2000 - 2002
International Fidelity Insurance Company 1995 - 2000
Merrill Lynch 1989 - 1993
T. Rowe Price 1985 - 1989
Skills
Executive Support, Office Management, Microsoft Office, Customer Service, Event Planning, Project Management, Leadership, Management, Administrative Work, Expense Reports, Time Management, Writing, Proofreading, Resourceful..., Process Improvement, Training, Vendor Management, Travel Arrangements, Building Services, Social Media, Facilities Management, Legal Support Services, General Business..., Charity Governance, Subscription, Key Client Relationships, Mortgage Lending, Business Analysis, Banking, Finance, Commissioning Management, Loans, Financial Services, Commercial Lending, Credit Analysis, Strategic Planning, Insurance, Payments, Underwriting, Qualified Retirement..., Sales
Education
Kean University 1979 — 1980
Interior Design and Economics
Seeking Next Opportunity July 2015 - Present
Rittenhouse Benefits January 2015 - April 2015
The Bancorp May 2009 - January 2015
Fidelity National Title Ins. Co. April 2007 - January 2009
Rensselaer Commercial Properties July 2003 - April 2007
Morgan Stanley 2000 - 2002
International Fidelity Insurance Company 1995 - 2000
Merrill Lynch 1989 - 1993
T. Rowe Price 1985 - 1989
Skills
Executive Support, Office Management, Microsoft Office, Customer Service, Event Planning, Project Management, Leadership, Management, Administrative Work, Expense Reports, Time Management, Writing, Proofreading, Resourceful..., Process Improvement, Training, Vendor Management, Travel Arrangements, Building Services, Social Media, Facilities Management, Legal Support Services, General Business..., Charity Governance, Subscription, Key Client Relationships, Mortgage Lending, Business Analysis, Banking, Finance, Commissioning Management, Loans, Financial Services, Commercial Lending, Credit Analysis, Strategic Planning, Insurance, Payments, Underwriting, Qualified Retirement..., Sales
Education
Kean University 1979 — 1980
Interior Design and Economics
Cory Wilson's Morgan Stanley Experience August 2013 - Present
Job Morgan Stanley, Operations Associate
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Accounts Receivable Management, Inc June 2009 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Team Leadership, Spreadsheets, Finance, Coaching, Time Management, Management, Data Analysis, Team Building, Accounts Receivable, Call Centers, Forecasting, Banking, Customer Service, Financial Analysis, Risk Management, Social Media
Education
Kean University 2005 — 2009
B.S., Accounting
Morgan Stanley August 2013 - Present
Accounts Receivable Management, Inc June 2009 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Team Leadership, Spreadsheets, Finance, Coaching, Time Management, Management, Data Analysis, Team Building, Accounts Receivable, Call Centers, Forecasting, Banking, Customer Service, Financial Analysis, Risk Management, Social Media
Education
Kean University 2005 — 2009
B.S., Accounting
Debbie Newmark Debbie Newmark's Morgan Stanley Experience November 2003 - March 2013
Job Director, Legal Compliance & Transactions and Corporate Secretary at Columbia Property Trust
Industry Financial Services
Experience
Columbia Property Trust April 2013 - Present
Morgan Stanley November 2003 - March 2013
Lend Lease Real Estate Investments, Inc. January 1998 - November 2003
Cushing, Morris, Armbruster & Montgomery, LLP January 1997 - December 1997
Skills
Corporate Governance, Corporate Secretary, Corporate Paralegal, Private Equity, Corporate Law, Real Estate Private..., Real Estate Economics, Acquisitions, Hedge Funds, Real Estate Financing, Corporate Finance, Disposition, Investments, Risk Management, Real Estate, Valuation, Investment Banking, Real Estate Development, Real Estate Transactions
Education
Kennesaw State University 1998 — 1999
Paralegal Certificate
Rockdale County High School
Columbia Property Trust April 2013 - Present
Morgan Stanley November 2003 - March 2013
Lend Lease Real Estate Investments, Inc. January 1998 - November 2003
Cushing, Morris, Armbruster & Montgomery, LLP January 1997 - December 1997
Skills
Corporate Governance, Corporate Secretary, Corporate Paralegal, Private Equity, Corporate Law, Real Estate Private..., Real Estate Economics, Acquisitions, Hedge Funds, Real Estate Financing, Corporate Finance, Disposition, Investments, Risk Management, Real Estate, Valuation, Investment Banking, Real Estate Development, Real Estate Transactions
Education
Kennesaw State University 1998 — 1999
Paralegal Certificate
Rockdale County High School
Gaurav Vachher Gaurav Vachher's Morgan Stanley Experience July 2003 - Present
Job Vice President, Enterprise Infrastructure Projects at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2003 - Present
Travelers June 2002 - June 2003
Merrill Lynch June 1999 - May 2002
Skills
SDLC, IT Strategy, Vendor Management
Education
Kean University 1997 — 1999
Computer Science
Morgan Stanley July 2003 - Present
Travelers June 2002 - June 2003
Merrill Lynch June 1999 - May 2002
Skills
SDLC, IT Strategy, Vendor Management
Education
Kean University 1997 — 1999
Computer Science
James Dill's Morgan Stanley Experience May 2007 - October 2008
Job First Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
Morgan Stanley May 2007 - October 2008
Summit Financial Resources May 2004 - April 2007
Education
Kean University 2001 — 2005
UBS Financial Services October 2008 - Present
Morgan Stanley May 2007 - October 2008
Summit Financial Resources May 2004 - April 2007
Education
Kean University 2001 — 2005
Robert Balcerski's Morgan Stanley Experience December 1999 - June 2001
Job Vice President Corporate & Investment Banking at Société Générale
Industry Financial Services
Experience
Société Générale January 2015 - Present
Newedge January 2013 - December 2014
Marsh July 2007 - October 2012
PEAK6 Investments LP June 2006 - July 2007
The NYSE Group, LLC/Merrill Lynch April 2002 - June 2006
Morgan Stanley December 1999 - June 2001
Avis July 1997 - December 1999
Skills
Financial Analysis, Financial Reporting, Insurance, Process Improvement, Financial Modeling, Accounting, Financial Risk, Sarbanes-Oxley Act, PeopleSoft, Internal Controls, Business Analysis, Budgets, Due Diligence, Accounts Receivable, General Ledger, Accounts Payable, Account Reconciliation, Cash Flow, Consolidation, US GAAP, Bank Reconciliation, Cash Management, Securities, Financial Accounting, Budgeting, Fixed Assets, Financial Services
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Gdansk 1992 — 1997
Masters, Economics
Société Générale January 2015 - Present
Newedge January 2013 - December 2014
Marsh July 2007 - October 2012
PEAK6 Investments LP June 2006 - July 2007
The NYSE Group, LLC/Merrill Lynch April 2002 - June 2006
Morgan Stanley December 1999 - June 2001
Avis July 1997 - December 1999
Skills
Financial Analysis, Financial Reporting, Insurance, Process Improvement, Financial Modeling, Accounting, Financial Risk, Sarbanes-Oxley Act, PeopleSoft, Internal Controls, Business Analysis, Budgets, Due Diligence, Accounts Receivable, General Ledger, Accounts Payable, Account Reconciliation, Cash Flow, Consolidation, US GAAP, Bank Reconciliation, Cash Management, Securities, Financial Accounting, Budgeting, Fixed Assets, Financial Services
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Gdansk 1992 — 1997
Masters, Economics
Adriana Pham Adriana Pham's Morgan Stanley Experience 2005 - 2006
Job Client Services Specialist
Industry Financial Services
Experience
Index Fund Advisors, Inc. October 2014 - Present
Parametric January 2014 - October 2014
Rainier Investment Management June 2012 - November 2013
Laird Norton Wealth Management July 2006 - May 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 2001 - 2005
Skills
Asset Allocation
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Index Fund Advisors, Inc. October 2014 - Present
Parametric January 2014 - October 2014
Rainier Investment Management June 2012 - November 2013
Laird Norton Wealth Management July 2006 - May 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 2001 - 2005
Skills
Asset Allocation
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Erica Palermo Erica Palermo's Morgan Stanley Experience March 2015 - Present
Job Auditor at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2015 - Present
Loews Corporation May 2012 - March 2015
Ernst & Young May 2011 - May 2012
Asbury Park Press August 2007 - May 2011
Education
St. John's University 2003 — 2007
Bachelor's Degree, Communication Arts
Kean University 2009 — 2010
Master's Degree, Accounting
Morgan Stanley March 2015 - Present
Loews Corporation May 2012 - March 2015
Ernst & Young May 2011 - May 2012
Asbury Park Press August 2007 - May 2011
Education
St. John's University 2003 — 2007
Bachelor's Degree, Communication Arts
Kean University 2009 — 2010
Master's Degree, Accounting
Nicole Cavalli's Morgan Stanley Experience January 2001 - November 2004
Job Education Administrative Assistant
Industry Education Management
Experience
Temple B'nai Shalom December 2012 - Present
Ray Catena Infiniti September 2008 - December 2012
Morgan Stanley January 2001 - November 2004
Datek Online January 1998 - January 2001
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Customer Satisfaction, Outlook, Leadership
Education
Kean University 1996 — 1998
Master's degree, Education
University of Rhode Island 1990 — 1994
Bachelor of Science (BS), Communicative Disorders
Temple B'nai Shalom December 2012 - Present
Ray Catena Infiniti September 2008 - December 2012
Morgan Stanley January 2001 - November 2004
Datek Online January 1998 - January 2001
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Customer Satisfaction, Outlook, Leadership
Education
Kean University 1996 — 1998
Master's degree, Education
University of Rhode Island 1990 — 1994
Bachelor of Science (BS), Communicative Disorders
Brad Anzman Brad Anzman's Morgan Stanley Experience May 2005 - June 2007
Job Ziff Brothers Investments
Industry Investment Management
Experience
Ziff Brothers Investments June 2007 - May 2014
Ziff Brothers Investments June 2007 - June 2010
Morgan Stanley May 2005 - June 2007
Skills
Equities, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Asset Management, Bloomberg, Financial Modeling, Investments, Valuation, Options, Alternative Investments, Equity Derivatives, Structured Products, Capital Markets
Education
Kansas State University 2000 — 2004
The University of Chicago - Booth School of Business
Ziff Brothers Investments June 2007 - May 2014
Ziff Brothers Investments June 2007 - June 2010
Morgan Stanley May 2005 - June 2007
Skills
Equities, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Asset Management, Bloomberg, Financial Modeling, Investments, Valuation, Options, Alternative Investments, Equity Derivatives, Structured Products, Capital Markets
Education
Kansas State University 2000 — 2004
The University of Chicago - Booth School of Business
Paul Magana's Morgan Stanley Experience 2011 - 2012
Job www.apocgen.com
Industry Medical Practice
Experience
APOC-GEN Apparel LLC. 2014 - Present
Hispice of Imperial Valley September 2014 - August 2015
Border Precast Inc. 2014 - 2014
Morgan Stanley 2011 - 2012
Merrill Lynch 2009 - 2011
Wine Busines 2008 - 2011
Wine Busines 2008 - 2011
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Financial Planners, Investment Advisory, Disability Insurance, Portfolio Management, Life Insurance, Insurance, Mortgage Lending, Wealth Management, IRAs, Financial Planning, Marketing Strategy, Negotiation
Education
Kansas State University 1992 — 2004
Kansas State University 1992 — 1994
Business, Management, Marketing, and Related Support Services
APOC-GEN Apparel LLC. 2014 - Present
Hispice of Imperial Valley September 2014 - August 2015
Border Precast Inc. 2014 - 2014
Morgan Stanley 2011 - 2012
Merrill Lynch 2009 - 2011
Wine Busines 2008 - 2011
Wine Busines 2008 - 2011
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Financial Planners, Investment Advisory, Disability Insurance, Portfolio Management, Life Insurance, Insurance, Mortgage Lending, Wealth Management, IRAs, Financial Planning, Marketing Strategy, Negotiation
Education
Kansas State University 1992 — 2004
Kansas State University 1992 — 1994
Business, Management, Marketing, and Related Support Services
Kimberly Nickerson Kimberly Nickerson's Morgan Stanley Experience November 1998 - May 2004
Job Accounting Clerk
Industry Financial Services
Experience
Atwater Youth Soccer League January 2009 - Present
UC Merced May 2014 - May 2015
Miche Bag November 2011 - January 2015
UC Merced February 2013 - May 2013
UC Merced May 2012 - January 2013
HSBC 2005 - 2008
Merrill Lynch June 2004 - October 2005
Morgan Stanley November 1998 - May 2004
Skills
Coaching, Sales Management, Customer Service, Sports, Team Building, Social Networking, Insurance, Public Speaking, Fundraising, New Business Development, Account Management, Leadership Development
Education
MCOE Adult ROP Program 2011 — 2012
Accounting
Kaplan University-Davenport Campus 2008 — 2010
Education/Teaching of Individuals in Early Childhood Special Education Programs
Atwater Youth Soccer League January 2009 - Present
UC Merced May 2014 - May 2015
Miche Bag November 2011 - January 2015
UC Merced February 2013 - May 2013
UC Merced May 2012 - January 2013
HSBC 2005 - 2008
Merrill Lynch June 2004 - October 2005
Morgan Stanley November 1998 - May 2004
Skills
Coaching, Sales Management, Customer Service, Sports, Team Building, Social Networking, Insurance, Public Speaking, Fundraising, New Business Development, Account Management, Leadership Development
Education
MCOE Adult ROP Program 2011 — 2012
Accounting
Kaplan University-Davenport Campus 2008 — 2010
Education/Teaching of Individuals in Early Childhood Special Education Programs
Dan Racicot Dan Racicot's Morgan Stanley Experience January 2006 - September 2013
Job Partner, Portfolio Manager at Marine St. Financial
Industry Financial Services
Experience
Marine Street Financial October 2013 - Present
Morgan Stanley January 2006 - September 2013
Education
Keene State College
Bachelor's degree, Finance and Financial Management Services
Marine Street Financial October 2013 - Present
Morgan Stanley January 2006 - September 2013
Education
Keene State College
Bachelor's degree, Finance and Financial Management Services
Kate Callahan Spear Kate Callahan Spear's Morgan Stanley Experience December 2011 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2011 - Present
New England Wealth Advisors November 2008 - December 2011
Elm Street Financial Group October 2007 - November 2008
Charles Schwab April 2004 - November 2007
Skills
Series 63, Series 7, Securities, Wealth Management, Investments, Fixed Income, 401k, Customer Service, Loans, Microsoft Office, Public Speaking, Credit, Mutual Funds, Small Business, Public Relations, Strategic Financial...
Education
Keene State College 1996 — 2001
BA, Communications
Morgan Stanley December 2011 - Present
New England Wealth Advisors November 2008 - December 2011
Elm Street Financial Group October 2007 - November 2008
Charles Schwab April 2004 - November 2007
Skills
Series 63, Series 7, Securities, Wealth Management, Investments, Fixed Income, 401k, Customer Service, Loans, Microsoft Office, Public Speaking, Credit, Mutual Funds, Small Business, Public Relations, Strategic Financial...
Education
Keene State College 1996 — 2001
BA, Communications
Deepak Yinti Deepak Yinti's Morgan Stanley Experience 2004 - 2005
Job Sr Solution Architect
Industry Financial Services
Experience
Asset Management LOIM Geneva First Private Bank March 2014 - April 2015
JPMorgan Chase November 2013 - March 2014
Citi April 2011 - October 2013
TD Ameritrade November 2010 - April 2011
GE Treasury December 2008 - June 2009
Conde Nast June 2008 - December 2008
Infosys December 2007 - June 2008
Legg Mason June 2006 - December 2007
Morgan Stanley 2004 - 2005
Skills
SDLC, Business Analysis, PL/SQL, Fixed Income, Requirements Analysis, Java Enterprise Edition, Derivatives, Agile Methodologies, Oracle, Solution Architecture, Software Development, Java, SOA, SQL, XML, Portfolio Management, Capital Markets, Systems Analysis, Databases, Unix, Microsoft SQL Server, Enterprise Architecture, Integration, MySQL, Core Java, Perl
Education
South Gujarat University 1991 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Asset Management LOIM Geneva First Private Bank March 2014 - April 2015
JPMorgan Chase November 2013 - March 2014
Citi April 2011 - October 2013
TD Ameritrade November 2010 - April 2011
GE Treasury December 2008 - June 2009
Conde Nast June 2008 - December 2008
Infosys December 2007 - June 2008
Legg Mason June 2006 - December 2007
Morgan Stanley 2004 - 2005
Skills
SDLC, Business Analysis, PL/SQL, Fixed Income, Requirements Analysis, Java Enterprise Edition, Derivatives, Agile Methodologies, Oracle, Solution Architecture, Software Development, Java, SOA, SQL, XML, Portfolio Management, Capital Markets, Systems Analysis, Databases, Unix, Microsoft SQL Server, Enterprise Architecture, Integration, MySQL, Core Java, Perl
Education
South Gujarat University 1991 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Frank E. Zugaro, CRPS Frank E. Zugaro, CRPS's Morgan Stanley Experience June 2001 - May 2003
Job Retirement plan leader helping business owners, executives and their employees achieve retirement success.
Industry Financial Services
Experience
FirstMerit Bank July 2013 - Present
Mutual of America May 2003 - June 2013
Morgan Stanley June 2001 - May 2003
Stow Munroe Falls City School District January 1998 - June 2001
Skills
401k, Investments, Defined Benefit, Defined Contribution, Retirement Plan..., Retirement, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Pensions, Series 7, Employee Benefits, Strategic Planning, Wealth Management
Education
Kent State University 1993 — 1997
B.S., Mathematics/Education
The University of Akron 1990 — 1993
N/A, Mechanical Engineering
Stow Munroe Falls High School
Stow Munroe Falls High School
FirstMerit Bank July 2013 - Present
Mutual of America May 2003 - June 2013
Morgan Stanley June 2001 - May 2003
Stow Munroe Falls City School District January 1998 - June 2001
Skills
401k, Investments, Defined Benefit, Defined Contribution, Retirement Plan..., Retirement, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Pensions, Series 7, Employee Benefits, Strategic Planning, Wealth Management
Education
Kent State University 1993 — 1997
B.S., Mathematics/Education
The University of Akron 1990 — 1993
N/A, Mechanical Engineering
Stow Munroe Falls High School
Stow Munroe Falls High School
Syed Hossain Syed Hossain's Morgan Stanley Experience March 2007 - December 2012
Job Program Manager
Industry Financial Services
Experience
AIG May 2014 - Present
Pcubed September 2013 - April 2014
BNY Mellon January 2013 - September 2013
Wipro Consulting February 2008 - September 2013
Morgan Stanley March 2007 - December 2012
Industry: IT Development and Support. November 2001 - March 2007
Skills
Project Management, Program Management, Business Analysis, Business Process..., Requirements Analysis, Software Project..., Data Analysis, Databases, IT Strategy, Requirements Gathering, Software Development, Financial Services, Regulatory Requirements, Strategic Planning, PMO, SDLC, Data Governance, Trading Systems, Management, MS Project, Programming, Effort Estimation, Data Management, Database Design, Regulatory Reporting, Reference Data, Summit, Murex, PMO Services, Financial Markets, IT Business Strategy, Financial Reporting, Vendor Management
Education
Kent State University 2003 — 2005
MS, Computer Science
Ahsanullah University of Science and Technology 1997 — 2001
BS, Computer Science and Engineering
AIG May 2014 - Present
Pcubed September 2013 - April 2014
BNY Mellon January 2013 - September 2013
Wipro Consulting February 2008 - September 2013
Morgan Stanley March 2007 - December 2012
Industry: IT Development and Support. November 2001 - March 2007
Skills
Project Management, Program Management, Business Analysis, Business Process..., Requirements Analysis, Software Project..., Data Analysis, Databases, IT Strategy, Requirements Gathering, Software Development, Financial Services, Regulatory Requirements, Strategic Planning, PMO, SDLC, Data Governance, Trading Systems, Management, MS Project, Programming, Effort Estimation, Data Management, Database Design, Regulatory Reporting, Reference Data, Summit, Murex, PMO Services, Financial Markets, IT Business Strategy, Financial Reporting, Vendor Management
Education
Kent State University 2003 — 2005
MS, Computer Science
Ahsanullah University of Science and Technology 1997 — 2001
BS, Computer Science and Engineering
Alex Nikiforov Alex Nikiforov's Morgan Stanley Experience January 2007 - Present
Job AVP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2007 - Present
Morgan Stanley January 2005 - January 2007
Citigroup June 2004 - January 2005
Skills
Databases, Data Analysis, Programming, Microsoft Office, Linux, Shell Scripting, Data Management, Scripting, perl, vba, Corporate Actions, Cygwin, TextPad, C#, SharePoint, Planview, LAMP, HTML, Bash, Microsoft Visual Studio...
Education
Katherine Gibbs School 2002 — 2003
Associate's degree, Computer Programming
Morgan Stanley January 2007 - Present
Morgan Stanley January 2005 - January 2007
Citigroup June 2004 - January 2005
Skills
Databases, Data Analysis, Programming, Microsoft Office, Linux, Shell Scripting, Data Management, Scripting, perl, vba, Corporate Actions, Cygwin, TextPad, C#, SharePoint, Planview, LAMP, HTML, Bash, Microsoft Visual Studio...
Education
Katherine Gibbs School 2002 — 2003
Associate's degree, Computer Programming
Vinay Gupta's Morgan Stanley Experience 2000 - 2002
Job Executive Chairman Tripfactory.com
Industry Leisure, Travel & Tourism
Experience
Via.com January 2013 - Present
Tripfactory.com 2013 - Present
Via.com November 2005 - January 2013
Credit Suisse First Boston 2004 - 2005
BMW 2003 - 2004
Morgan Stanley 2000 - 2002
Citibank NA 1999 - 2000
Skills
Travel Management, Tourism, Web Services, E-commerce, Start-ups, Online Travel, Leadership, Tour Operators, Airlines, Management, Data Analysis, Business Development, Business Travel, Revenue Analysis, Vacation, Hotels, Leisure Travel, Team Management, Hospitality, Business Strategy, Leisure, Team Building, Hospitality Industry, Online Marketing, Online Advertising, Negotiation, Strategic Planning, Sales Management, Customer Satisfaction, Budgets, CRM, Market Research, Strategy, Competitive Analysis, B2B Marketing, SEO, Sales, Team Leadership, Product Management, New Business Development, Key Account Management, Marketing, Marketing Strategy, Marketing Management, Business Planning, Inspiring People, B2B, People Development, Lead Generation, Entrepreneurship
Education
Pursuing CFA - Level II 2004 — 2006
Level II, Capital Markets
Sri Venkateswara University 1992 — 1996
BS, Comp Sc.
Kendriya Vidyalaya 1989 — 1991
St Edwards School Shimla
Via.com January 2013 - Present
Tripfactory.com 2013 - Present
Via.com November 2005 - January 2013
Credit Suisse First Boston 2004 - 2005
BMW 2003 - 2004
Morgan Stanley 2000 - 2002
Citibank NA 1999 - 2000
Skills
Travel Management, Tourism, Web Services, E-commerce, Start-ups, Online Travel, Leadership, Tour Operators, Airlines, Management, Data Analysis, Business Development, Business Travel, Revenue Analysis, Vacation, Hotels, Leisure Travel, Team Management, Hospitality, Business Strategy, Leisure, Team Building, Hospitality Industry, Online Marketing, Online Advertising, Negotiation, Strategic Planning, Sales Management, Customer Satisfaction, Budgets, CRM, Market Research, Strategy, Competitive Analysis, B2B Marketing, SEO, Sales, Team Leadership, Product Management, New Business Development, Key Account Management, Marketing, Marketing Strategy, Marketing Management, Business Planning, Inspiring People, B2B, People Development, Lead Generation, Entrepreneurship
Education
Pursuing CFA - Level II 2004 — 2006
Level II, Capital Markets
Sri Venkateswara University 1992 — 1996
BS, Comp Sc.
Kendriya Vidyalaya 1989 — 1991
St Edwards School Shimla
Anthony Bottone Anthony Bottone's Morgan Stanley Experience August 2001 - December 2001
Job Specialist/Owner at Professional Liability Specialists dba PLS
Industry Insurance
Experience
Professional Liability Specialists September 2012 - Present
RF Ougheltree & Associates LLC April 2008 - September 2012
Erisk Services November 2005 - April 2008
AIG September 2004 - November 2005
AIG March 2003 - September 2004
TruGreen Chemlawn December 2001 - December 2002
Morgan Stanley August 2001 - December 2001
Skills
Professional Liability, Insurance, Commercial Lines, Employment Practices..., Brokers, Underwriting, Commercial Insurance, Risk Management, Auditing, Legal Liability, General Insurance, Fiduciary, Directors & Officers..., Contract Negotiation, Policy Analysis
Education
Kean University 1999 — 2002
Bachelor of Science (BS), Marketing/Marketing Management, General
Professional Liability Specialists September 2012 - Present
RF Ougheltree & Associates LLC April 2008 - September 2012
Erisk Services November 2005 - April 2008
AIG September 2004 - November 2005
AIG March 2003 - September 2004
TruGreen Chemlawn December 2001 - December 2002
Morgan Stanley August 2001 - December 2001
Skills
Professional Liability, Insurance, Commercial Lines, Employment Practices..., Brokers, Underwriting, Commercial Insurance, Risk Management, Auditing, Legal Liability, General Insurance, Fiduciary, Directors & Officers..., Contract Negotiation, Policy Analysis
Education
Kean University 1999 — 2002
Bachelor of Science (BS), Marketing/Marketing Management, General
David Seegers's Morgan Stanley Experience April 2005 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2005 - Present
Prudential Financial January 2002 - January 2004
Merrill Lynch January 1999 - January 2002
Skills
Leadership, Presentations, Mortgage Banking, Commercial Banking, Securities Based Lending, Direct Sales, Relationship Marketing, Mutual Funds, Series 7, Private Banking, Mortgage Lending, Securities Lending, Credit, Loans, Financial Advisory, Wealth Management, Series 63, Investment Management, Uniform Combined State...
Education
Keene State College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Morgan Stanley April 2005 - Present
Prudential Financial January 2002 - January 2004
Merrill Lynch January 1999 - January 2002
Skills
Leadership, Presentations, Mortgage Banking, Commercial Banking, Securities Based Lending, Direct Sales, Relationship Marketing, Mutual Funds, Series 7, Private Banking, Mortgage Lending, Securities Lending, Credit, Loans, Financial Advisory, Wealth Management, Series 63, Investment Management, Uniform Combined State...
Education
Keene State College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jose Miguel Rosario Jose Miguel Rosario's Morgan Stanley Experience August 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Merrill Lynch November 2001 - July 2014
Merrill Lynch July 1998 - November 2001
Merrill Lynch 1995 - July 1998
Skills
Portfolio Management, Investments, Fixed Income, Series 7, Equities, Mutual Funds, Banking, Bloomberg, Asset Management, Alternative Investments, Options, FX Options, Wealth Management..., Securities, Trading, Finance, Wealth Management, Investment Advisory, Foreign Exchange, High Net Worth..., FINRA, Relationship Management, Asset Allocation, Derivatives, Structured Products
Education
US NAVY 1987 — 1996
Technical Engineer
Kaplan University
Morgan Stanley August 2014 - Present
Merrill Lynch November 2001 - July 2014
Merrill Lynch July 1998 - November 2001
Merrill Lynch 1995 - July 1998
Skills
Portfolio Management, Investments, Fixed Income, Series 7, Equities, Mutual Funds, Banking, Bloomberg, Asset Management, Alternative Investments, Options, FX Options, Wealth Management..., Securities, Trading, Finance, Wealth Management, Investment Advisory, Foreign Exchange, High Net Worth..., FINRA, Relationship Management, Asset Allocation, Derivatives, Structured Products
Education
US NAVY 1987 — 1996
Technical Engineer
Kaplan University
Diane Chrysanthopoulos Diane Chrysanthopoulos's Morgan Stanley Experience January 2005 - April 2011
Job VP Capital Management at TD
Industry Banking
Experience
TD January 2014 - Present
RBC Capital Markets June 2013 - January 2014
RBC Capital Markets January 2012 - June 2013
RBC Capital Markets April 2011 - January 2012
Morgan Stanley January 2005 - April 2011
Morgan Stanley June 2002 - January 2005
Education
Saint Peter's University 2006 — 2009
MBA & MSA, Finance & Accountancy
Kean University 2003 — 2005
BS, Accounting
TD January 2014 - Present
RBC Capital Markets June 2013 - January 2014
RBC Capital Markets January 2012 - June 2013
RBC Capital Markets April 2011 - January 2012
Morgan Stanley January 2005 - April 2011
Morgan Stanley June 2002 - January 2005
Education
Saint Peter's University 2006 — 2009
MBA & MSA, Finance & Accountancy
Kean University 2003 — 2005
BS, Accounting
Gregory M. Devaux Gregory M. Devaux's Morgan Stanley Experience November 2013 - February 2014
Job Senior Hedge Fund Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
HartVidaRaffo February 2014 - July 2015
Deloitte December 2014 - May 2015
Morgan Stanley November 2013 - February 2014
Topwater Capital, a Division of Leucadia Asset Management July 2013 - October 2013
Gerstein Fisher December 2012 - January 2013
Pfizer May 2012 - August 2012
Skills
Microsoft Office, Time Management, Data Analysis, Report Writing, Stata, Internal Communications, Research, Organizing Meetings, Morningstar, Editing, Financial Modeling, Financial Statement..., SharePoint, Business Writing, Email, Hedge Fund Research, Debt & Equity Financing
Education
Keene State College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brewster High School 2005 — 2009
High School Diploma, Economics
BNY Mellon July 2015 - Present
HartVidaRaffo February 2014 - July 2015
Deloitte December 2014 - May 2015
Morgan Stanley November 2013 - February 2014
Topwater Capital, a Division of Leucadia Asset Management July 2013 - October 2013
Gerstein Fisher December 2012 - January 2013
Pfizer May 2012 - August 2012
Skills
Microsoft Office, Time Management, Data Analysis, Report Writing, Stata, Internal Communications, Research, Organizing Meetings, Morningstar, Editing, Financial Modeling, Financial Statement..., SharePoint, Business Writing, Email, Hedge Fund Research, Debt & Equity Financing
Education
Keene State College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brewster High School 2005 — 2009
High School Diploma, Economics
Anthony Martucci Anthony Martucci's Morgan Stanley Experience September 2010 - April 2014
Job Vice President IE Service Delivery Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2014 - Present
Morgan Stanley September 2010 - April 2014
Avaya Platinum Business Partner November 2003 - September 2010
Gruntal & Co (acquisition by Ryan Beck) 2000 - 2003
Smith Barney Citigroup 1993 - 2000
Dean Witter 1985 - 1993
Skills
Negotiation, Project Planning, Management, Forecasting, VoIP, Data Center, Avaya, Unified Communications, Call Center, Telecommunications, Telephony, Professional Services, Disaster Recovery, Managed Services, Strategic Planning, Cisco Routers, Avaya Communication..., Cisco Technologies, IPC, Speakerbus, BT, Thompson One, Reuters, Program Management, PMP, PMO, PMBOK, Vendor Management, Vendor Relationships, Project Management, Call Centers, Information Technology, Network Architecture
Education
Villanova University 2006 — 2006
Project Management Professional (PMP)
Kean University 1985 — 1991
BS, Business Management\ Leadership
Bank of America May 2014 - Present
Morgan Stanley September 2010 - April 2014
Avaya Platinum Business Partner November 2003 - September 2010
Gruntal & Co (acquisition by Ryan Beck) 2000 - 2003
Smith Barney Citigroup 1993 - 2000
Dean Witter 1985 - 1993
Skills
Negotiation, Project Planning, Management, Forecasting, VoIP, Data Center, Avaya, Unified Communications, Call Center, Telecommunications, Telephony, Professional Services, Disaster Recovery, Managed Services, Strategic Planning, Cisco Routers, Avaya Communication..., Cisco Technologies, IPC, Speakerbus, BT, Thompson One, Reuters, Program Management, PMP, PMO, PMBOK, Vendor Management, Vendor Relationships, Project Management, Call Centers, Information Technology, Network Architecture
Education
Villanova University 2006 — 2006
Project Management Professional (PMP)
Kean University 1985 — 1991
BS, Business Management\ Leadership
Ted Abenstein Ted Abenstein's Morgan Stanley Experience September 2006 - Present
Job Vice President/Branch Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2006 - Present
BNY Mellon January 1994 - September 2006
Education
Kean University 1977 — 1981
Bachelor's Degree
Morgan Stanley September 2006 - Present
BNY Mellon January 1994 - September 2006
Education
Kean University 1977 — 1981
Bachelor's Degree
maureen ostrowski's Morgan Stanley Experience June 1988 - June 1993
Job Independent Internet Professional
Industry Internet
Experience
The Kitschy Dish January 2010 - Present
North Fork Bank February 2007 - May 2009
Morgan Stanley June 1988 - June 1993
Education
Stony Brook University 2003 — 2006
Linguistics
Katherine Gibbs School 1985 — 1985
AS, Business Aministration
The Kitschy Dish January 2010 - Present
North Fork Bank February 2007 - May 2009
Morgan Stanley June 1988 - June 1993
Education
Stony Brook University 2003 — 2006
Linguistics
Katherine Gibbs School 1985 — 1985
AS, Business Aministration
Gregg Cormier Gregg Cormier's Morgan Stanley Experience January 2000 - December 2001
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
SunTrust Investment Services September 2006 - October 2009
Moors & Cabot December 2004 - September 2006
UBS Wealth Management September 2003 - December 2004
Kelmoore Investment Company December 2001 - June 2003
Morgan Stanley January 2000 - December 2001
Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics
Northwestern Mutual May 2014 - Present
SunTrust Investment Services September 2006 - October 2009
Moors & Cabot December 2004 - September 2006
UBS Wealth Management September 2003 - December 2004
Kelmoore Investment Company December 2001 - June 2003
Morgan Stanley January 2000 - December 2001
Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics
Manmohan Uttarwar Manmohan Uttarwar's Morgan Stanley Experience May 2012 - Present
Job Sr. Core Java Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
PIMCO October 2010 - March 2012
Cantor Fitzgerald & Co 2007 - June 2010
Wellington Management Comp LLP 2006 - 2007
Skills
Equities, Fixed Income, Trading, Equity Derivatives, Order Management, SQL, Program Trading, Derivatives, Sybase, Portfolio Management, Algo Trading, Bloomberg TOMS, Core Java, Sybase IQ, Sybase SQL Anywhere, Electronic Trading..., Calypso, Fidessa EMS / OMS, Belzberg OMS / EMS, Gemfire, TIBCO Rendezvous, MQ Series, JMS, Algorithmic Trading, Agile Methodologies, Electronic Trading, SDLC, FX Derivatives, FX Options, JMX, Pricing, Valuation, Oracle Coherence, Cache Coherency, Quantitative Analytics, Spring Framework, Hibernate, Test Driven Development, Subversion, Unix, Linux, Front Office, Capital Markets, Perforce, Swing, FIX Protocol, Ant / Maven, Python / C# / WPF
Education
Kansas State University 2000 — 2003
MSE, Software Engineering
Kansas State University 2000 — 2001
MS, Industrial Engineering (I)
Nagpur University 1994 — 1998
Bachelor of Engineering (B.E.), Mechanical Engineering
Scindia School
High School
Morgan Stanley May 2012 - Present
PIMCO October 2010 - March 2012
Cantor Fitzgerald & Co 2007 - June 2010
Wellington Management Comp LLP 2006 - 2007
Skills
Equities, Fixed Income, Trading, Equity Derivatives, Order Management, SQL, Program Trading, Derivatives, Sybase, Portfolio Management, Algo Trading, Bloomberg TOMS, Core Java, Sybase IQ, Sybase SQL Anywhere, Electronic Trading..., Calypso, Fidessa EMS / OMS, Belzberg OMS / EMS, Gemfire, TIBCO Rendezvous, MQ Series, JMS, Algorithmic Trading, Agile Methodologies, Electronic Trading, SDLC, FX Derivatives, FX Options, JMX, Pricing, Valuation, Oracle Coherence, Cache Coherency, Quantitative Analytics, Spring Framework, Hibernate, Test Driven Development, Subversion, Unix, Linux, Front Office, Capital Markets, Perforce, Swing, FIX Protocol, Ant / Maven, Python / C# / WPF
Education
Kansas State University 2000 — 2003
MSE, Software Engineering
Kansas State University 2000 — 2001
MS, Industrial Engineering (I)
Nagpur University 1994 — 1998
Bachelor of Engineering (B.E.), Mechanical Engineering
Scindia School
High School
Heather Williams, MISM, MPM, PMP's Morgan Stanley Experience June 2003 - February 2008
Job
Industry Investment Banking
Experience
Bristol-Myers Squibb December 2012 - Present
Bank of America June 2010 - Present
JP Morgan November 2008 - April 2009
Bristol-Myers Squibb April 2008 - August 2008
Morgan Stanley June 2003 - February 2008
UBS June 2000 - June 2002
UBS February 1999 - June 2000
DLJdirect, Donaldson, Luftkin & Jenrette Company June 1998 - January 1999
Skills
Project Management, SDLC, Program Management, Vendor Management, Business Process..., Change Management, MS Project, PMO, Business Analysis, PMP, Risk Management, Business Requirements, Project Portfolio..., Process Improvement, Project Delivery, Requirements Gathering, Visio, Software Project..., Strategic Planning, Quality Assurance, Integration
Education
Keller Graduate School of Management of DeVry University
Masters
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters
Rutgers University-New Brunswick 1993 — 1998
Bachelors of Arts
Bristol-Myers Squibb December 2012 - Present
Bank of America June 2010 - Present
JP Morgan November 2008 - April 2009
Bristol-Myers Squibb April 2008 - August 2008
Morgan Stanley June 2003 - February 2008
UBS June 2000 - June 2002
UBS February 1999 - June 2000
DLJdirect, Donaldson, Luftkin & Jenrette Company June 1998 - January 1999
Skills
Project Management, SDLC, Program Management, Vendor Management, Business Process..., Change Management, MS Project, PMO, Business Analysis, PMP, Risk Management, Business Requirements, Project Portfolio..., Process Improvement, Project Delivery, Requirements Gathering, Visio, Software Project..., Strategic Planning, Quality Assurance, Integration
Education
Keller Graduate School of Management of DeVry University
Masters
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters
Rutgers University-New Brunswick 1993 — 1998
Bachelors of Arts
Rajiv Ghoshal's Morgan Stanley Experience September 2007 - Present
Job Associate Director IT Audit at CLS Bank International
Industry Information Technology and Services
Experience
CLS Bank International October 2014 - Present
Morgan Stanley September 2007 - Present
EY June 2004 - September 2007
Reuters May 2002 - June 2003
United Guaranty Corp May 2000 - October 2001
Skills
Auditing, Business Planning, Business Process, Change Management, CISA, ERP, Enterprise Risk..., Financial Analysis, Financial Risk, Financial Services, Hedge Funds, IT Audit, Information Security, Internal Controls, Internal Audit, Management, Managerial Finance, Project Planning, Sarbanes-Oxley Act, SDLC, Risk Management
Education
University of North Carolina at Greensboro 1999 — 2000
MBA, Finance
Information Systems Audit and Control Association
CISA, Information Systems Audit
Institute of Cost & Works Accountants of India
AICWAI, Cost & Management Accounting
Kendriya Vidyalaya
Kendriya Vidyalaya
CLS Bank International October 2014 - Present
Morgan Stanley September 2007 - Present
EY June 2004 - September 2007
Reuters May 2002 - June 2003
United Guaranty Corp May 2000 - October 2001
Skills
Auditing, Business Planning, Business Process, Change Management, CISA, ERP, Enterprise Risk..., Financial Analysis, Financial Risk, Financial Services, Hedge Funds, IT Audit, Information Security, Internal Controls, Internal Audit, Management, Managerial Finance, Project Planning, Sarbanes-Oxley Act, SDLC, Risk Management
Education
University of North Carolina at Greensboro 1999 — 2000
MBA, Finance
Information Systems Audit and Control Association
CISA, Information Systems Audit
Institute of Cost & Works Accountants of India
AICWAI, Cost & Management Accounting
Kendriya Vidyalaya
Kendriya Vidyalaya
Sharad Dutta, CFA Level II Candidate's Morgan Stanley Experience 2005 - 2005
Job Millennium Partners
Industry Financial Services
Experience
Millennium Partners September 2013 - Present
Fir Tree Partners March 2013 - September 2013
Guggenheim Global Trading June 2011 - December 2012
Pamli Capital Management September 2010 - October 2011
MIK Fund Services January 2010 - August 2010
Cerberus Capital Management November 2005 - January 2009
Morgan Stanley 2005 - 2005
Ziff Brothers Investments 2003 - 2005
NewCent Technologies Inc. 2000 - 2005
Morgan Stanley 2000 - 2002
Skills
Equities, Hedge Funds, Trading, Fixed Income, VB.NET, ASP, ASP.NET, Bloomberg, Credit Derivatives, Derivatives, Data Mining, Big Data, Python, PMO, Options, SOA, OOP, SQL, Asset Management, Portfolio Management, FX Options, Investment Banking, Business Analysis, Agile Methodologies, VBA, Risk Management, C#, Microsoft SQL Server, Software Development, WCF, Trading Systems, Data Warehousing, WPF, Integration
Education
University of Phoenix 1997 — 2002
Bachelor of Science (BSc), Computer Science
Chubb Instituate 1996 — 1998
Diploma in Programming, Computer Programming
Linden High School 1993 — 1995
Kendriya Vidyalaya 1983 — 1992
Millennium Partners September 2013 - Present
Fir Tree Partners March 2013 - September 2013
Guggenheim Global Trading June 2011 - December 2012
Pamli Capital Management September 2010 - October 2011
MIK Fund Services January 2010 - August 2010
Cerberus Capital Management November 2005 - January 2009
Morgan Stanley 2005 - 2005
Ziff Brothers Investments 2003 - 2005
NewCent Technologies Inc. 2000 - 2005
Morgan Stanley 2000 - 2002
Skills
Equities, Hedge Funds, Trading, Fixed Income, VB.NET, ASP, ASP.NET, Bloomberg, Credit Derivatives, Derivatives, Data Mining, Big Data, Python, PMO, Options, SOA, OOP, SQL, Asset Management, Portfolio Management, FX Options, Investment Banking, Business Analysis, Agile Methodologies, VBA, Risk Management, C#, Microsoft SQL Server, Software Development, WCF, Trading Systems, Data Warehousing, WPF, Integration
Education
University of Phoenix 1997 — 2002
Bachelor of Science (BSc), Computer Science
Chubb Instituate 1996 — 1998
Diploma in Programming, Computer Programming
Linden High School 1993 — 1995
Kendriya Vidyalaya 1983 — 1992
Rebecca Vogt, FLMI, CCP, AIRC, AIAA, ARA, ACS's Morgan Stanley Experience February 2000 - June 2003
Job Vice President at Enstar Group, LTD
Industry Insurance
Experience
Enstar Group, LTD April 2013 - Present
HSBC Insurance June 2008 - March 2013
HSBC Insurance Services July 2006 - June 2008
MetLife June 2003 - July 2006
Morgan Stanley February 2000 - June 2003
Skills
Auditing, Relationship Management, Insurance, Teamwork, Internal Controls, Management, Competitive Analysis, Business Analysis, Strategic Partnerships, Strategy, Risk Management, Product Development, Leadership, Team Management, Underwriting, Project Planning, Employee Benefits, Financial Services, Equities, Credit Risk, Operational Risk, Wealth Management, Cross-functional Team..., Internal Audit, Analysis, Quality Assurance, Credit, Financial Analysis, Banking, Finance, Asset Management, Process Improvement, Portfolio Management, Strategic Planning, Policy, Executive Management, Vendor Management, Operations Management, Change Management, PMO, Project Management, Business Planning, Investments, Strategic Financial..., Time Management, Financial Risk, Marketing, Product Marketing, Business Strategy
Education
Kean University 2000 — 2003
B.S., Finance
Enstar Group, LTD April 2013 - Present
HSBC Insurance June 2008 - March 2013
HSBC Insurance Services July 2006 - June 2008
MetLife June 2003 - July 2006
Morgan Stanley February 2000 - June 2003
Skills
Auditing, Relationship Management, Insurance, Teamwork, Internal Controls, Management, Competitive Analysis, Business Analysis, Strategic Partnerships, Strategy, Risk Management, Product Development, Leadership, Team Management, Underwriting, Project Planning, Employee Benefits, Financial Services, Equities, Credit Risk, Operational Risk, Wealth Management, Cross-functional Team..., Internal Audit, Analysis, Quality Assurance, Credit, Financial Analysis, Banking, Finance, Asset Management, Process Improvement, Portfolio Management, Strategic Planning, Policy, Executive Management, Vendor Management, Operations Management, Change Management, PMO, Project Management, Business Planning, Investments, Strategic Financial..., Time Management, Financial Risk, Marketing, Product Marketing, Business Strategy
Education
Kean University 2000 — 2003
B.S., Finance
Mohan Devarakonda's Morgan Stanley Experience August 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Lucent Technologies 2002 - 2005
COMSYS February 1996 - March 2002
Skills
SDLC, Agile Methodologies, Software Project..., Enterprise Architecture, SOA, Unix, Requirements Analysis, Business Analysis, IT Strategy, Software Development, Requirements Gathering, Solution Architecture, Integration, SQL, Business Intelligence, Data Modeling, Architecture, Data Warehousing, Vendor Management, Program Management, Architectures, Oracle
Education
Kean University 1995 — 1997
Master's degree, Management Information Systems, General
Osmania University 1990 — 1993
B.E, Electronics and Communications
QQGPT 1986 — 1990
Associate's degree, Electrical, Electronics and Communications Engineering
Morgan Stanley August 2005 - Present
Lucent Technologies 2002 - 2005
COMSYS February 1996 - March 2002
Skills
SDLC, Agile Methodologies, Software Project..., Enterprise Architecture, SOA, Unix, Requirements Analysis, Business Analysis, IT Strategy, Software Development, Requirements Gathering, Solution Architecture, Integration, SQL, Business Intelligence, Data Modeling, Architecture, Data Warehousing, Vendor Management, Program Management, Architectures, Oracle
Education
Kean University 1995 — 1997
Master's degree, Management Information Systems, General
Osmania University 1990 — 1993
B.E, Electronics and Communications
QQGPT 1986 — 1990
Associate's degree, Electrical, Electronics and Communications Engineering
Donnie Balenger's Morgan Stanley Experience 2002 - 2005
Job Financial Consultant at E*TRADE.
Industry Financial Services
Experience
E*Trade Financial March 2007 - Present
Morgan Stanley 2002 - 2005
Skills
Investments, Portfolio Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Management, Customer Service, Wealth Management, Securities
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Economics
E*Trade Financial March 2007 - Present
Morgan Stanley 2002 - 2005
Skills
Investments, Portfolio Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Management, Customer Service, Wealth Management, Securities
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Economics
Madhav Shenoy's Morgan Stanley Experience April 2004 - Present
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley April 2004 - Present
Skills
Software Development, Sybase, Database Design, C#, Data Warehousing, Business Process, Data Modeling, Software Project..., Agile Methodologies, Enterprise Architecture, SOA, ETL, DB2, Requirements Analysis, SDLC
Education
Karnatak University 1989 — 1993
Bachelor of Engineering (BEng), Computer Science
Morgan Stanley April 2004 - Present
Skills
Software Development, Sybase, Database Design, C#, Data Warehousing, Business Process, Data Modeling, Software Project..., Agile Methodologies, Enterprise Architecture, SOA, ETL, DB2, Requirements Analysis, SDLC
Education
Karnatak University 1989 — 1993
Bachelor of Engineering (BEng), Computer Science
Morris Kulp's Morgan Stanley Experience June 2007 - October 2007
Job City Tax Auditor NYC Dept of Finance
Industry Financial Services
Experience
BJ's Wholesale Club June 2009 - April 2012
Time Warner Cable October 2008 - January 2009
Morgan Stanley June 2007 - October 2007
The Bank of New York August 2005 - June 2007
EQUISERVE September 1999 - August 2005
Skills
Reconciliation, Customer Service, Administration, Problem Solving, Trading, Analysis, Excel, Customer Relations, Documentation, Word, Microsoft Office, Compliance, Financial Reporting, Balance
Education
Monroe College 1993 — 1998
Bachelor of Business Administration, Accounting
Keller Graduate School of Management of DeVry University
Bachelor of Business Administration (B.B.A.), Accounting
BJ's Wholesale Club June 2009 - April 2012
Time Warner Cable October 2008 - January 2009
Morgan Stanley June 2007 - October 2007
The Bank of New York August 2005 - June 2007
EQUISERVE September 1999 - August 2005
Skills
Reconciliation, Customer Service, Administration, Problem Solving, Trading, Analysis, Excel, Customer Relations, Documentation, Word, Microsoft Office, Compliance, Financial Reporting, Balance
Education
Monroe College 1993 — 1998
Bachelor of Business Administration, Accounting
Keller Graduate School of Management of DeVry University
Bachelor of Business Administration (B.B.A.), Accounting
Michael Castrogiovanni's Morgan Stanley Experience September 1989 - Present
Job Total Rewards, Retirement and Investing Executive
Industry Financial Services
Experience
Morgan Stanley September 1989 - Present
Skills
Employee Benefits, Deferred Compensation, Executive Pay, PeopleSoft, Succession Planning, HRIS
Education
Keller Graduate School of Management of DeVry University 1996 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accountancy
Morgan Stanley September 1989 - Present
Skills
Employee Benefits, Deferred Compensation, Executive Pay, PeopleSoft, Succession Planning, HRIS
Education
Keller Graduate School of Management of DeVry University 1996 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accountancy
David Ramer, CPA's Morgan Stanley Experience August 2010 - February 2012
Job Vice President at State Street
Industry Accounting
Experience
State Street February 2012 - Present
Morgan Stanley August 2010 - February 2012
PricewaterhouseCoopers LLP November 1999 - August 2010
Jones and Kolb CPAs August 1997 - November 1999
Georgia Lottery Corporation April 1995 - August 1997
Skills
US GAAP, Fund Accounting, Investments, Financial Reporting, SEC filings, Internal Controls, Fund Administration, CPA, Finance, Financial Accounting, GAAP, Sarbanes-Oxley Act
Education
Kennesaw State University 1990 — 1994
BBA, Accounting
State Street February 2012 - Present
Morgan Stanley August 2010 - February 2012
PricewaterhouseCoopers LLP November 1999 - August 2010
Jones and Kolb CPAs August 1997 - November 1999
Georgia Lottery Corporation April 1995 - August 1997
Skills
US GAAP, Fund Accounting, Investments, Financial Reporting, SEC filings, Internal Controls, Fund Administration, CPA, Finance, Financial Accounting, GAAP, Sarbanes-Oxley Act
Education
Kennesaw State University 1990 — 1994
BBA, Accounting
Hema Malla's Morgan Stanley Experience January 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley May 2008 - April 2011
Morgan Stanley 2008 - 2009
Compuware Canada Inc. October 2002 - April 2008
Education
National Institute of Information Technology 1994 — 1996
Kendriya Vidyalaya 1980 — 1993
Morgan Stanley January 2011 - Present
Morgan Stanley May 2008 - April 2011
Morgan Stanley 2008 - 2009
Compuware Canada Inc. October 2002 - April 2008
Education
National Institute of Information Technology 1994 — 1996
Kendriya Vidyalaya 1980 — 1993
Charles Guilshan's Morgan Stanley Experience 2000 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
morgan stanley 2000 - 2006
Education
Kean University 1993 — 1995
Boonton High 1986 — 1995
Salisbury University
morgan stanley 2000 - 2006
Education
Kean University 1993 — 1995
Boonton High 1986 — 1995
Salisbury University
Mark Corral's Morgan Stanley Experience July 2010 - July 2012
Job Network Engineer at Computer Sciences Corporation
Industry Information Services
Experience
Computer Sciences Corporation March 2009 - Present
Morgan Stanley July 2010 - July 2012
Bristol-Myers Squibb July 2007 - October 2008
Skills
Troubleshooting, Networking
Education
Devry University 2001 — 2005
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications
Kean University
Computer Sciences Corporation March 2009 - Present
Morgan Stanley July 2010 - July 2012
Bristol-Myers Squibb July 2007 - October 2008
Skills
Troubleshooting, Networking
Education
Devry University 2001 — 2005
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications
Kean University
Darren Grannemann's Morgan Stanley Experience December 1998 - June 2012
Job Mortgage Professional
Industry Financial Services
Experience
PHH Mortgage June 2012 - Present
Morgan Stanley December 1998 - June 2012
Southern Pacific Bank 1995 - 1998
American General Finance 1994 - 1995
Avondale Bank 1993 - 1994
The Associates 1990 - 1993
Household Finance 1988 - 1990
Skills
Loan Origination, Negotiation, Mortgage Banking, Mortgage Lending, Credit, Refinance, Loans, Finance, Real Estate, Fixed Income Analysis, Leadership, Underwriting, Insurance, Residential Mortgages, Financial Risk, FHA, Investments, Loss Mitigation, Business Development, Financial Services, Management, Training, Credit Analysis, Portfolio Management, Banking, Loan Servicing, Sales, Commercial Lending, Strategy, CRM
Education
Kansas State University
Architectural Engineering and Construction Science
Oklahoma City University
PHH Mortgage June 2012 - Present
Morgan Stanley December 1998 - June 2012
Southern Pacific Bank 1995 - 1998
American General Finance 1994 - 1995
Avondale Bank 1993 - 1994
The Associates 1990 - 1993
Household Finance 1988 - 1990
Skills
Loan Origination, Negotiation, Mortgage Banking, Mortgage Lending, Credit, Refinance, Loans, Finance, Real Estate, Fixed Income Analysis, Leadership, Underwriting, Insurance, Residential Mortgages, Financial Risk, FHA, Investments, Loss Mitigation, Business Development, Financial Services, Management, Training, Credit Analysis, Portfolio Management, Banking, Loan Servicing, Sales, Commercial Lending, Strategy, CRM
Education
Kansas State University
Architectural Engineering and Construction Science
Oklahoma City University
Dayna Syverson's Morgan Stanley Experience 1986 - 2008
Job Sr. Business Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2013 - Present
Fay Servicing, LLC 2014 - 2014
Retreat Capital Management, Inc. February 2013 - May 2013
Bank of America June 2011 - January 2013
Saxon Mortgage Servicing, Inc (a Morgan Stanley Company) July 2010 - May 2011
Zenta March 2010 - April 2010
Morgan Stanley U.S. Residential Mortgage/Saxon May 2008 - March 2010
Morgan Stanley 1986 - 2008
Morgan Stanley Credit Corporation 1986 - 2008
Skills
Loan Servicing, Loan Modifications, Foreclosures, Home Affordable..., HAFA, Financial Services, Mortgage Servicing, Loss Mitigation, Credit, Banking, Portfolio Management, Loans, Business Process..., Business Analysis, Mortgage Lending, Risk Management, Analysis, Underwriting, Call Centers, Default, Business Process, Management, Loan Origination, Credit Risk, Mortgage Banking, Credit Analysis, Residential Mortgages
Education
Kennesaw State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Economics/Finance
Sorbonne University - France 1981 — 1981
French Language and Culture - Summer Program 1981
Discover Financial Services September 2013 - Present
Fay Servicing, LLC 2014 - 2014
Retreat Capital Management, Inc. February 2013 - May 2013
Bank of America June 2011 - January 2013
Saxon Mortgage Servicing, Inc (a Morgan Stanley Company) July 2010 - May 2011
Zenta March 2010 - April 2010
Morgan Stanley U.S. Residential Mortgage/Saxon May 2008 - March 2010
Morgan Stanley 1986 - 2008
Morgan Stanley Credit Corporation 1986 - 2008
Skills
Loan Servicing, Loan Modifications, Foreclosures, Home Affordable..., HAFA, Financial Services, Mortgage Servicing, Loss Mitigation, Credit, Banking, Portfolio Management, Loans, Business Process..., Business Analysis, Mortgage Lending, Risk Management, Analysis, Underwriting, Call Centers, Default, Business Process, Management, Loan Origination, Credit Risk, Mortgage Banking, Credit Analysis, Residential Mortgages
Education
Kennesaw State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Economics/Finance
Sorbonne University - France 1981 — 1981
French Language and Culture - Summer Program 1981
Etsuko Ekko Fuseya Jennings's Morgan Stanley Experience 1985 - 2002
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2007 - Present
Morgan Stanley Investment Management April 1995 - December 2006
Morgan Stanley 1985 - 2002
Skills
Fixed Income, Equities, Business Analysis, Alternative Investments, Program Management, IT Strategy, Asset Managment, Private Equity, Management, Risk Management, Financial Risk, Hedge Funds, Fund Of Funds, Due Diligence, Credit Derivatives, Investment Advisory, Asset Management
Education
Keio University 1979 — 1981
University of North Carolina at Chapel Hill
Morgan Stanley Investment Management January 2007 - Present
Morgan Stanley Investment Management April 1995 - December 2006
Morgan Stanley 1985 - 2002
Skills
Fixed Income, Equities, Business Analysis, Alternative Investments, Program Management, IT Strategy, Asset Managment, Private Equity, Management, Risk Management, Financial Risk, Hedge Funds, Fund Of Funds, Due Diligence, Credit Derivatives, Investment Advisory, Asset Management
Education
Keio University 1979 — 1981
University of North Carolina at Chapel Hill
Noralee McCullough's Morgan Stanley Experience August 2006 - March 2008
Job Virtual Consulting Services
Industry Financial Services
Experience
NLM Virtual Consulting January 2014 - Present
Amerisave Mortgage Corporation October 2009 - August 2013
Morgan Stanley August 2006 - March 2008
American Home Mortgage March 2005 - August 2006
Ameriquest Mortgage Company January 2004 - March 2005
Regions Financial Corporation January 2001 - October 2003
Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Credit Analysis, Underwriting, Mortgage Servicing, Banking, Real Estate Financing, Risk Management, Real Estate, Investment Properties, Financial Services, First Time Home Buyers, Due Diligence, Customer Service, Investors, Microsoft Excel, Appraisals, Strategic Planning, Analysis, Residential Homes, Team Building, Loan Origination
Education
Mississippi State University - College of Business and Industry 2008 — 2009
MBA
Kennesaw State University - Michael J. Coles College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
NLM Virtual Consulting January 2014 - Present
Amerisave Mortgage Corporation October 2009 - August 2013
Morgan Stanley August 2006 - March 2008
American Home Mortgage March 2005 - August 2006
Ameriquest Mortgage Company January 2004 - March 2005
Regions Financial Corporation January 2001 - October 2003
Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Credit Analysis, Underwriting, Mortgage Servicing, Banking, Real Estate Financing, Risk Management, Real Estate, Investment Properties, Financial Services, First Time Home Buyers, Due Diligence, Customer Service, Investors, Microsoft Excel, Appraisals, Strategic Planning, Analysis, Residential Homes, Team Building, Loan Origination
Education
Mississippi State University - College of Business and Industry 2008 — 2009
MBA
Kennesaw State University - Michael J. Coles College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Patricia Hennessey's Morgan Stanley Experience 1984 - 1989
Job Executive Assistant at MSC Industrial Supply
Industry Machinery
Experience
MSC Industrial Supply February 2005 - Present
El Diario La Prensa 2000 - 2005
El Diario La Prensa 1989 - 2000
Morgan Stanley 1984 - 1989
Education
Katharine Gibbs School 1982 — 1984
Associate's degree, AOS, Ocupational Science
MSC Industrial Supply February 2005 - Present
El Diario La Prensa 2000 - 2005
El Diario La Prensa 1989 - 2000
Morgan Stanley 1984 - 1989
Education
Katharine Gibbs School 1982 — 1984
Associate's degree, AOS, Ocupational Science
Guy Majestic's Morgan Stanley Experience 1994 - 1997
Job Director at Barclays Capital
Industry Banking
Experience
Barclays Capital 2007 - Present
Lehman Brothers 1997 - 2007
Morgan Stanley 1994 - 1997
Bankers Trust 1987 - 1995
First Boston 1987 - 1987
AT&T 1979 - 1987
Education
Kean University 1981 — 1985
MS, Management Systems Analysis
Barclays Capital 2007 - Present
Lehman Brothers 1997 - 2007
Morgan Stanley 1994 - 1997
Bankers Trust 1987 - 1995
First Boston 1987 - 1987
AT&T 1979 - 1987
Education
Kean University 1981 — 1985
MS, Management Systems Analysis
Glen Karlovitch's Morgan Stanley Experience November 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Merrill Lynch September 1993 - November 2013
Skills
Series 7, Series 63, Alternative Investments, Retirement Planning, 401k, Six Sigma, Fixed Income, Investments, Portfolio Management, Risk Management, Securities
Education
Kean University 1991 — 1993
BS, Political Science
Union County College 1988 — 1990
AA, Criminal Justice
Morgan Stanley November 2013 - Present
Merrill Lynch September 1993 - November 2013
Skills
Series 7, Series 63, Alternative Investments, Retirement Planning, 401k, Six Sigma, Fixed Income, Investments, Portfolio Management, Risk Management, Securities
Education
Kean University 1991 — 1993
BS, Political Science
Union County College 1988 — 1990
AA, Criminal Justice
Rahul Vohra's Morgan Stanley Experience June 2005 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2005 - Present
Education
Kendriya Vidyalaya 1978 — 1982
Kendriya Vidyalaya 1975 — 1982
New York University
post graduate diploma in computer Technology
Morgan Stanley June 2005 - Present
Education
Kendriya Vidyalaya 1978 — 1982
Kendriya Vidyalaya 1975 — 1982
New York University
post graduate diploma in computer Technology
Mir Qadir's Morgan Stanley Experience 2009 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley 2009 - Present
Citigroup February 2007 - 2009
JDRF 2000 - 2006
Vitech Systems Group Inc 1998 - 2000
Ace-Advanced Information Management Systems February 1994 - December 1997
Skills
SDLC, Business Analysis, IT Strategy, Portfolio Management, Vendor Management, Software Project..., Risk Management, Project Management, Financial Services, Business Intelligence, Wealth Management, Oracle, SQL, Requirements Analysis, Banking, Program Management, Investment Banking, Business Process..., Agile Methodologies, Management, Project Portfolio..., Data Warehouse..., Agile, QlikView, Design and Track KPIs, Drive Organizational..., Data warehouse Design, Big Data Management, Compliance, SharePoint, KPI Implementation
Education
University of Phoenix
BSIT, Business, Management, information Technology
Karachi University
BCOM, Finance, Business, Ecnomics
Morgan Stanley 2009 - Present
Citigroup February 2007 - 2009
JDRF 2000 - 2006
Vitech Systems Group Inc 1998 - 2000
Ace-Advanced Information Management Systems February 1994 - December 1997
Skills
SDLC, Business Analysis, IT Strategy, Portfolio Management, Vendor Management, Software Project..., Risk Management, Project Management, Financial Services, Business Intelligence, Wealth Management, Oracle, SQL, Requirements Analysis, Banking, Program Management, Investment Banking, Business Process..., Agile Methodologies, Management, Project Portfolio..., Data Warehouse..., Agile, QlikView, Design and Track KPIs, Drive Organizational..., Data warehouse Design, Big Data Management, Compliance, SharePoint, KPI Implementation
Education
University of Phoenix
BSIT, Business, Management, information Technology
Karachi University
BCOM, Finance, Business, Ecnomics
Robert O'Roark's Morgan Stanley Experience May 2007 - April 2008
Job JPMorgan Chase Branch Manager
Industry Banking
Experience
JPMorgan Chase February 2010 - Present
JPMorgan Chase August 2009 - January 2010
JPMorgan Chase April 2008 - August 2009
Morgan Stanley May 2007 - April 2008
SS&C Technologies August 2004 - May 2007
Skills
Management, Marketing, Finance, Branch Banking, Portfolio Management, Risk Management, Investments, Process Improvement, Business Analysis, Vendor Management, Financial Modeling, Consumer Lending, Customer Service, Leadership, Banking, Loans, Strategic Planning, Financial Analysis, Credit, Financial Services, Mortgage Lending, Team Building
Education
Keller Graduate School of Management of DeVry University 2006 — 2007
MBA, Management and Finance
Northern Illinois University 2000 — 2004
BA, Political Science and History
Oakton Community College 1998 — 2000
Buffalo Grove 1994 — 1998
JPMorgan Chase February 2010 - Present
JPMorgan Chase August 2009 - January 2010
JPMorgan Chase April 2008 - August 2009
Morgan Stanley May 2007 - April 2008
SS&C Technologies August 2004 - May 2007
Skills
Management, Marketing, Finance, Branch Banking, Portfolio Management, Risk Management, Investments, Process Improvement, Business Analysis, Vendor Management, Financial Modeling, Consumer Lending, Customer Service, Leadership, Banking, Loans, Strategic Planning, Financial Analysis, Credit, Financial Services, Mortgage Lending, Team Building
Education
Keller Graduate School of Management of DeVry University 2006 — 2007
MBA, Management and Finance
Northern Illinois University 2000 — 2004
BA, Political Science and History
Oakton Community College 1998 — 2000
Buffalo Grove 1994 — 1998
John Lindley's Morgan Stanley Experience 2005 - 2009
Job Associate Director, Compliance Specialist at UBS
Industry Financial Services
Experience
UBS March 2011 - Present
Leerink Swann 2011 - 2011
Morgan Stanley 2005 - 2009
Neuberger Berman 2001 - 2005
CSFBdirect/DLJdirect 2000 - 2001
Pershing 1985 - 2000
Skills
Trading, Compliance, Accounting, Securities, Process Improvement, Surveillance, Securities Regulation, Project management, SEC compliance, SEC reporting, Project Management, Risk Management, SEC, SEC Filings
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Business
Kaplan University
(2010), Accounting, 3.94
UBS March 2011 - Present
Leerink Swann 2011 - 2011
Morgan Stanley 2005 - 2009
Neuberger Berman 2001 - 2005
CSFBdirect/DLJdirect 2000 - 2001
Pershing 1985 - 2000
Skills
Trading, Compliance, Accounting, Securities, Process Improvement, Surveillance, Securities Regulation, Project management, SEC compliance, SEC reporting, Project Management, Risk Management, SEC, SEC Filings
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Business
Kaplan University
(2010), Accounting, 3.94
Ashley Mitzel's Morgan Stanley Experience September 2009 - Present
Job Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley September 2009 - Present
Education
Kennesaw State University - Michael J. Coles College of Business
B.B.A., Finance
Morgan Stanley September 2009 - Present
Education
Kennesaw State University - Michael J. Coles College of Business
B.B.A., Finance
Carter Melvin's Morgan Stanley Experience July 2004 - May 2005
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments July 2009 - May 2011
Fidelity Investments May 2005 - July 2009
Morgan Stanley July 2004 - May 2005
Skills
Management, Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Portfolio Management, Equities, Fixed Income, Retirement Planning, Investment Strategies, Asset Management, Securities, Investment Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement, Certified Financial...
Education
Old Dominion University 1998 — 2003
Bachelors, International Business
Kansai Gaidai University
Fidelity Investments February 2011 - Present
Fidelity Investments July 2009 - May 2011
Fidelity Investments May 2005 - July 2009
Morgan Stanley July 2004 - May 2005
Skills
Management, Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Portfolio Management, Equities, Fixed Income, Retirement Planning, Investment Strategies, Asset Management, Securities, Investment Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement, Certified Financial...
Education
Old Dominion University 1998 — 2003
Bachelors, International Business
Kansai Gaidai University
Monte Davis's Morgan Stanley Experience April 2014 - Present
Job Vice President Technology & Data at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley August 2006 - March 2014
Brown Brothers Harriman January 2001 - August 2006
Skills
Fixed Income, Risk Management, Equities, Financial Services, Securities, Bloomberg, Corporate Actions, Mutual Funds, Capital Markets, Hedge Funds, Derivatives, Middle Office, Prime Brokerage, Options, Securities Lending, Data Management
Education
Saint Peter's University
Management Science
Kean University
Morgan Stanley April 2014 - Present
Morgan Stanley August 2006 - March 2014
Brown Brothers Harriman January 2001 - August 2006
Skills
Fixed Income, Risk Management, Equities, Financial Services, Securities, Bloomberg, Corporate Actions, Mutual Funds, Capital Markets, Hedge Funds, Derivatives, Middle Office, Prime Brokerage, Options, Securities Lending, Data Management
Education
Saint Peter's University
Management Science
Kean University
Jennifer Ginzberg's Morgan Stanley Experience July 2006 - May 2009
Job Controller at CBRE Global Investors
Industry Real Estate
Experience
CBRE Global Investors April 2014 - Present
CBRE Global Investors April 2013 - March 2014
CBRE Global Investors January 2010 - April 2013
CBRE Global Investors May 2009 - January 2010
Morgan Stanley July 2006 - May 2009
PwC January 2005 - July 2006
Skills
Accounting, Asset Management, Auditing, Finance, Financial Analysis, Financial Reporting, Financial Services, Fund Accounting, General Ledger, IFRS, Mutual Funds
Education
University of Florida 1997 — 2001
Bachelor of Science in Business Administration, Major: Decision and Information Sciences Minor: Economics
Kennesaw State University - Michael J. Coles College of Business 2003 — 2004
Master of Accounting
CBRE Global Investors April 2014 - Present
CBRE Global Investors April 2013 - March 2014
CBRE Global Investors January 2010 - April 2013
CBRE Global Investors May 2009 - January 2010
Morgan Stanley July 2006 - May 2009
PwC January 2005 - July 2006
Skills
Accounting, Asset Management, Auditing, Finance, Financial Analysis, Financial Reporting, Financial Services, Fund Accounting, General Ledger, IFRS, Mutual Funds
Education
University of Florida 1997 — 2001
Bachelor of Science in Business Administration, Major: Decision and Information Sciences Minor: Economics
Kennesaw State University - Michael J. Coles College of Business 2003 — 2004
Master of Accounting
Atif Arshad's Morgan Stanley Experience April 2006 - June 2006
Job Lead Network Services Architect, Planner and Designer Dual CCIE
Industry Information Technology and Services
Experience
CSA Group January 2011 - Present
Cisco Systems February 2010 - January 2011
Glowpoint, Inc. 2009 - 2009
Dow Jones and Company 2008 - 2009
AT&T July 2006 - July 2008
Morgan Stanley April 2006 - June 2006
Barclays Capital March 2006 - April 2006
Education
Karachi University
Master of Science (M.Sc.), Applied Physics & Electronics
Winnet
CSA Group January 2011 - Present
Cisco Systems February 2010 - January 2011
Glowpoint, Inc. 2009 - 2009
Dow Jones and Company 2008 - 2009
AT&T July 2006 - July 2008
Morgan Stanley April 2006 - June 2006
Barclays Capital March 2006 - April 2006
Education
Karachi University
Master of Science (M.Sc.), Applied Physics & Electronics
Winnet
Eric Hulsen's Morgan Stanley Experience January 2005 - October 2012
Job Vice President/Program Manager at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase October 2012 - Present
Morgan Stanley January 2005 - October 2012
Bell Labs Lucent Technologies March 2001 - December 2004
American International Group June 1998 - March 2001
AT&T May 1985 - May 1998
Skills
SDLC, Business Analysis, Program Management, Vendor Management, Project Management, Process Improvement, Software Project..., Change Management, Quality Assurance, Project Planning
Education
Kean University 1988 — 1991
M.S., Management Systems Analysis
Saint Peter's University 1981 — 1985
B.S., Computer Science
Union High
JPMorgan Chase October 2012 - Present
Morgan Stanley January 2005 - October 2012
Bell Labs Lucent Technologies March 2001 - December 2004
American International Group June 1998 - March 2001
AT&T May 1985 - May 1998
Skills
SDLC, Business Analysis, Program Management, Vendor Management, Project Management, Process Improvement, Software Project..., Change Management, Quality Assurance, Project Planning
Education
Kean University 1988 — 1991
M.S., Management Systems Analysis
Saint Peter's University 1981 — 1985
B.S., Computer Science
Union High
Samitha Amarasiri's Morgan Stanley Experience October 2001 - November 2011
Job Security, Privacy, and Risk at PwC
Industry Financial Services
Experience
PwC February 2015 - Present
Booz Allen Hamilton October 2013 - January 2015
Goldman Sachs November 2011 - October 2013
Morgan Stanley October 2001 - November 2011
Scient 1998 - 2001
Credit Suisse 1994 - 1998
Skills
Information Security, IT Strategy, Cyber-security, Trading Systems, Enterprise Architecture, Program Management, Capital Markets, IT Risk Management, Business Continuity..., Information Security..., Team Leadership, Risk Assessment, Risk Analysis, Application Architecture, Data Warehouse..., Business Intelligence..., IT Controls, SOX 404, Identity Management, Risk Analytics, Predictive Analytics
Education
Kansas State University 1992 — 1994
Master's degree, Electrical and Electronics Engineering
Kansas State University 1988 — 1992
Bachelor's degree, Computer Engineering
PwC February 2015 - Present
Booz Allen Hamilton October 2013 - January 2015
Goldman Sachs November 2011 - October 2013
Morgan Stanley October 2001 - November 2011
Scient 1998 - 2001
Credit Suisse 1994 - 1998
Skills
Information Security, IT Strategy, Cyber-security, Trading Systems, Enterprise Architecture, Program Management, Capital Markets, IT Risk Management, Business Continuity..., Information Security..., Team Leadership, Risk Assessment, Risk Analysis, Application Architecture, Data Warehouse..., Business Intelligence..., IT Controls, SOX 404, Identity Management, Risk Analytics, Predictive Analytics
Education
Kansas State University 1992 — 1994
Master's degree, Electrical and Electronics Engineering
Kansas State University 1988 — 1992
Bachelor's degree, Computer Engineering
David Krall's Morgan Stanley Experience 2002 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley 2002 - Present
Merrill Lynch 1990 - 2002
Skills
Series 7, Wealth Management
Education
Kean University 1988 — 1990
Mater Dei 1981 — 1985
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley 2002 - Present
Merrill Lynch 1990 - 2002
Skills
Series 7, Wealth Management
Education
Kean University 1988 — 1990
Mater Dei 1981 — 1985
Ken Snow's Morgan Stanley Experience January 2015 - Present
Job Business Development Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Fidelity Investments November 2011 - September 2014
Fidelity Investments April 2007 - November 2011
Skills
Equity Research, 401k, Mutual Funds, Datastream, Perl, Databases, Financial Analysis, Technical Analysis, Bloomberg, FactSet, Haver, Investments, Microsoft Office, Data Analysis, Wealth Management, Series 7, Retirement Planning, Retirement, Series 6, Fixed Annuities, IRAs, Securities, Asset Allocation, Investment Advisory, Perl Script, Microsoft Excel, Python, Financial Reporting, Series 63, Photoshop, HTML, SEO, VBA, Uniform Combined State...
Education
Keene State College
Morgan Stanley January 2015 - Present
Fidelity Investments November 2011 - September 2014
Fidelity Investments April 2007 - November 2011
Skills
Equity Research, 401k, Mutual Funds, Datastream, Perl, Databases, Financial Analysis, Technical Analysis, Bloomberg, FactSet, Haver, Investments, Microsoft Office, Data Analysis, Wealth Management, Series 7, Retirement Planning, Retirement, Series 6, Fixed Annuities, IRAs, Securities, Asset Allocation, Investment Advisory, Perl Script, Microsoft Excel, Python, Financial Reporting, Series 63, Photoshop, HTML, SEO, VBA, Uniform Combined State...
Education
Keene State College
Lester Araica's Morgan Stanley Experience September 2010 - July 2011
Job HRO Benefits CS Manager at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt January 2015 - Present
Aetna March 2014 - January 2015
Aon Hewitt July 2011 - March 2014
Morgan Stanley September 2010 - July 2011
Skills
Call Center, Call Centers, Performance Management, Outlook, Access, Process Improvement, Training, Cross-functional Team..., Management, Leadership, Human Resources, Recruiting, Customer Service, Time Management, Team Building, Coaching
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, General Business
DeVry University Chicago 2004 — 2009
BS BA, Human Resources Mangement
Oakton Community College 2003 — 2004
Core Courses
Niles West 1999 — 2003
High School, General Studies
Aon Hewitt January 2015 - Present
Aetna March 2014 - January 2015
Aon Hewitt July 2011 - March 2014
Morgan Stanley September 2010 - July 2011
Skills
Call Center, Call Centers, Performance Management, Outlook, Access, Process Improvement, Training, Cross-functional Team..., Management, Leadership, Human Resources, Recruiting, Customer Service, Time Management, Team Building, Coaching
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, General Business
DeVry University Chicago 2004 — 2009
BS BA, Human Resources Mangement
Oakton Community College 2003 — 2004
Core Courses
Niles West 1999 — 2003
High School, General Studies
Mary (Birger (Redfield)) Hansen's Morgan Stanley Experience January 2001 - November 2008
Job GWM at PIMCO
Industry Financial Services
Experience
PIMCO November 2009 - Present
Morgan Stanley January 2001 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Organizational..., Client Relations Skills, Administrative..., Event Planning, Event Management, Facebook, Financial Analysis, Series 7, Human Resources, Alternative Investments, Office Administration, Office Management
Education
Kean University 1998 — 2001
Communications, Public Relations, Cum Laude - Deans List
Holmdel High School 1991 — 1995
PIMCO November 2009 - Present
Morgan Stanley January 2001 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Organizational..., Client Relations Skills, Administrative..., Event Planning, Event Management, Facebook, Financial Analysis, Series 7, Human Resources, Alternative Investments, Office Administration, Office Management
Education
Kean University 1998 — 2001
Communications, Public Relations, Cum Laude - Deans List
Holmdel High School 1991 — 1995
Koki Tanaka's Morgan Stanley Experience August 2012 - September 2015
Job Vice President at Société Générale
Industry Accounting
Experience
Société Générale September 2015 - Present
Morgan Stanley August 2012 - September 2015
PwC August 2010 - July 2012
PricewaterhouseCoopers Aarata July 2010 - August 2010
PricewaterhouseCoopers Aarata June 2007 - July 2010
Morgan Stanley August 2006 - May 2007
ChuoAoyama PricewaterhouseCoopers October 2003 - August 2006
Education
Keio University 1994 — 1998
BA, Economics
Société Générale September 2015 - Present
Morgan Stanley August 2012 - September 2015
PwC August 2010 - July 2012
PricewaterhouseCoopers Aarata July 2010 - August 2010
PricewaterhouseCoopers Aarata June 2007 - July 2010
Morgan Stanley August 2006 - May 2007
ChuoAoyama PricewaterhouseCoopers October 2003 - August 2006
Education
Keio University 1994 — 1998
BA, Economics
Marissa DiTota's Morgan Stanley Experience April 2001 - March 2005
Job Sr Manager, Client Communications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
TD Ameritrade April 2007 - January 2010
AIG SunAmerica March 2005 - April 2007
Morgan Stanley April 2001 - March 2005
Skills
Team Leadership, Program Management, Marketing Communications, Crisis Management, Mergers, Budget Management, Merger Communications, Integrated Marketing, Budgets, Mergers & Acquisitions
Education
Kean University
BS, Business Management
TD Ameritrade January 2010 - Present
TD Ameritrade April 2007 - January 2010
AIG SunAmerica March 2005 - April 2007
Morgan Stanley April 2001 - March 2005
Skills
Team Leadership, Program Management, Marketing Communications, Crisis Management, Mergers, Budget Management, Merger Communications, Integrated Marketing, Budgets, Mergers & Acquisitions
Education
Kean University
BS, Business Management
Amitabh Tiwari's Morgan Stanley Experience August 2013 - Present
Job VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Lord, Abbett & Co. LLC February 2013 - August 2013
Citi May 2012 - February 2013
Deutsche Bank May 2001 - March 2012
Merck 1996 - 1998
Skills
Trading Systems, Fixed Income, ETL, Oracle, Investment Banking, Derivatives, Market Data, Equities, Capital Markets, IT Strategy, Electronic Trading, Bloomberg, Equity Derivatives, Trading, Credit Derivatives, IT Service Management, Data Management, Market Microstructure, Architecture, Low Latency, Data Warehousing, Technology Roadmapping, KDB+, Microsoft SQL Server, Informatica, Time Series Analysis, Data Federation, SDLC, Business Analysis, Data Modeling
Education
MITS
Master of Science (MS), Computer Applications
Kendriya Vidyalaya
Morgan Stanley August 2013 - Present
Lord, Abbett & Co. LLC February 2013 - August 2013
Citi May 2012 - February 2013
Deutsche Bank May 2001 - March 2012
Merck 1996 - 1998
Skills
Trading Systems, Fixed Income, ETL, Oracle, Investment Banking, Derivatives, Market Data, Equities, Capital Markets, IT Strategy, Electronic Trading, Bloomberg, Equity Derivatives, Trading, Credit Derivatives, IT Service Management, Data Management, Market Microstructure, Architecture, Low Latency, Data Warehousing, Technology Roadmapping, KDB+, Microsoft SQL Server, Informatica, Time Series Analysis, Data Federation, SDLC, Business Analysis, Data Modeling
Education
MITS
Master of Science (MS), Computer Applications
Kendriya Vidyalaya
max st arromand's Morgan Stanley Experience July 2000 - Present
Job Implementation Consultant at ADP
Industry Information Services
Experience
ADP January 2005 - Present
ADP March 2004 - Present
Automatic Data Processing ACE Team March 2004 - Present
Morgan Stanley July 2000 - Present
ADP 2004 - 2014
Morgan Stanley January 2000 - January 2005
Skills
401k, Training, Strategy, Management, Project Management, ADP Payroll, Project Planning, Sales, Mergers & Acquisitions, Insurance, Time Management, Variance Analysis, Executive Management, Financial Statements, Business Analysis, Salesforce.com
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
BA, Management Information Systems
SUNY Cobleskill, Cobleskill
A.A, Business Administration
ADP January 2005 - Present
ADP March 2004 - Present
Automatic Data Processing ACE Team March 2004 - Present
Morgan Stanley July 2000 - Present
ADP 2004 - 2014
Morgan Stanley January 2000 - January 2005
Skills
401k, Training, Strategy, Management, Project Management, ADP Payroll, Project Planning, Sales, Mergers & Acquisitions, Insurance, Time Management, Variance Analysis, Executive Management, Financial Statements, Business Analysis, Salesforce.com
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
BA, Management Information Systems
SUNY Cobleskill, Cobleskill
A.A, Business Administration
Jean-Sebastien Kelkel, CFA's Morgan Stanley Experience June 2014 - August 2014
Job Sr. Finance Analyst at Illumina
Industry Biotechnology
Experience
Illumina August 2015 - Present
Morgan Stanley June 2014 - August 2014
EDF Renewable Energy June 2013 - August 2013
Connect June 2012 - June 2013
Wellington Management June 2006 - June 2010
Baker Street Capital Management August 2005 - December 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Corporate Finance, Valuation, Portfolio Management, Finance, Bloomberg, Divestitures, Competitive Analysis, Equity Valuation, Industry Research, Investment Management, Industry Analysis, Financial Markets, Factset, Start-ups, Alternative Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Cameron School of Business at UNC Wilmington 2004 — 2006
BS Business Administration, Finance
KEDGE Business School 2002 — 2004
Bachelor's degree, International Business
Illumina August 2015 - Present
Morgan Stanley June 2014 - August 2014
EDF Renewable Energy June 2013 - August 2013
Connect June 2012 - June 2013
Wellington Management June 2006 - June 2010
Baker Street Capital Management August 2005 - December 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Corporate Finance, Valuation, Portfolio Management, Finance, Bloomberg, Divestitures, Competitive Analysis, Equity Valuation, Industry Research, Investment Management, Industry Analysis, Financial Markets, Factset, Start-ups, Alternative Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Cameron School of Business at UNC Wilmington 2004 — 2006
BS Business Administration, Finance
KEDGE Business School 2002 — 2004
Bachelor's degree, International Business
Karen Mayne-Lee's Morgan Stanley Experience March 2000 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2000 - Present
Education
Keller Graduate School of Management of DeVry University
Masters of Business Administration, Accounting
Bernard Baruch College, New York
Bachelor of Business Administration, Finance
Morgan Stanley March 2000 - Present
Education
Keller Graduate School of Management of DeVry University
Masters of Business Administration, Accounting
Bernard Baruch College, New York
Bachelor of Business Administration, Finance
Altravise Smith's Morgan Stanley Experience November 1999 - January 2000
Job Assistant Director, Customer Care at Innovatix
Industry Hospital & Health Care
Experience
Innovatix/Essensa June 2014 - Present
Innovatix January 2013 - June 2014
Innovatix November 2010 - December 2012
Innovatix March 2008 - November 2010
Innovatix March 2007 - March 2008
Actors Equity Association March 2005 - June 2006
Actors Equity Association March 2000 - March 2005
Morgan Stanley November 1999 - January 2000
Skills
Healthcare, Managed Care, Hospitals, Medicare, Healthcare Management, Account Management, Healthcare Information..., Customer Service, Microsoft Excel, Microsoft Office, Sales, Outlook, Marketing, Event Planning, Pharmaceutical Industry, PowerPoint, Strategic Planning, Training, Team Building, Process Improvement, Project Management, Public Speaking, Sales Management, Management, Data Analysis
Education
Katherine Gibbs School 1997 — 1999
Associate's degree, Legal Office Administration
Innovatix/Essensa June 2014 - Present
Innovatix January 2013 - June 2014
Innovatix November 2010 - December 2012
Innovatix March 2008 - November 2010
Innovatix March 2007 - March 2008
Actors Equity Association March 2005 - June 2006
Actors Equity Association March 2000 - March 2005
Morgan Stanley November 1999 - January 2000
Skills
Healthcare, Managed Care, Hospitals, Medicare, Healthcare Management, Account Management, Healthcare Information..., Customer Service, Microsoft Excel, Microsoft Office, Sales, Outlook, Marketing, Event Planning, Pharmaceutical Industry, PowerPoint, Strategic Planning, Training, Team Building, Process Improvement, Project Management, Public Speaking, Sales Management, Management, Data Analysis
Education
Katherine Gibbs School 1997 — 1999
Associate's degree, Legal Office Administration
Craig Seyffart's Morgan Stanley Experience April 2014 - Present
Job Executive Director, Global Payroll at Morgan Stanley
Industry Banking
Experience
Morgan Stanley April 2014 - Present
Goldman Sachs March 2008 - March 2014
Merrill Lynch March 2005 - March 2008
Tyco International July 2004 - March 2005
Pfizer November 2001 - July 2004
CR Bard 1998 - 2001
Mintax, Inc 1996 - 1998
Ernst & Young 1993 - 1998
Internal Revenue Service 1990 - 1992
Skills
Vendor Management, Process Improvement, Human Resources, Outsourcing, Payroll, Management, Program Management, HRIS, Employee Benefits, Auditing, Sarbanes-Oxley Act, Finance, Project Management, Deferred Compensation, Strategic Planning, HR Policies, Portfolio Management, Contract Management, Tax, Service Delivery, Business Process..., Analysis
Education
Kean University 1985 — 1990
B.S in Management Science, Business Management
Farleigh Dickinson University
Taxation
Farleigh Dickinson University
Human Resources.
Morgan Stanley April 2014 - Present
Goldman Sachs March 2008 - March 2014
Merrill Lynch March 2005 - March 2008
Tyco International July 2004 - March 2005
Pfizer November 2001 - July 2004
CR Bard 1998 - 2001
Mintax, Inc 1996 - 1998
Ernst & Young 1993 - 1998
Internal Revenue Service 1990 - 1992
Skills
Vendor Management, Process Improvement, Human Resources, Outsourcing, Payroll, Management, Program Management, HRIS, Employee Benefits, Auditing, Sarbanes-Oxley Act, Finance, Project Management, Deferred Compensation, Strategic Planning, HR Policies, Portfolio Management, Contract Management, Tax, Service Delivery, Business Process..., Analysis
Education
Kean University 1985 — 1990
B.S in Management Science, Business Management
Farleigh Dickinson University
Taxation
Farleigh Dickinson University
Human Resources.
George Shatkin's Morgan Stanley Experience February 2014 - Present
Job Software Engineer, Financial Services
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
BNP Paribas March 2012 - January 2014
TAB Networks 2010 - February 2012
FX Solutions 2008 - 2010
Konica Minolta Medical Imaging USA, Inc. 2005 - 2008
Consultant 2002 - 2005
i2 Technologies 1995 - 2001
Skills
C#, SQL Server, ActiveMQ, FIX, C++, Java, XML, Python, Microsoft SQL Server, SDLC, Web Applications, ASP.NET, JavaScript, Trading Systems, SOA, Object Oriented Design, Software Development, Perl, .NET, SOAP, Oracle, OOP, Multithreading, Agile Methodologies
Education
Kean University 1993 — 1996
BS, Computer Science
Morgan Stanley February 2014 - Present
BNP Paribas March 2012 - January 2014
TAB Networks 2010 - February 2012
FX Solutions 2008 - 2010
Konica Minolta Medical Imaging USA, Inc. 2005 - 2008
Consultant 2002 - 2005
i2 Technologies 1995 - 2001
Skills
C#, SQL Server, ActiveMQ, FIX, C++, Java, XML, Python, Microsoft SQL Server, SDLC, Web Applications, ASP.NET, JavaScript, Trading Systems, SOA, Object Oriented Design, Software Development, Perl, .NET, SOAP, Oracle, OOP, Multithreading, Agile Methodologies
Education
Kean University 1993 — 1996
BS, Computer Science
Charles Devaney's Morgan Stanley Experience August 2004 - April 2012
Job Senior Director of Investments at Capital One
Industry Financial Services
Experience
Capital One April 2012 - Present
Morgan Stanley August 2004 - April 2012
Education
Kean University
Bachelor's Degree, Economics
St. Peter's College
Masters busisnes, Finance
Capital One April 2012 - Present
Morgan Stanley August 2004 - April 2012
Education
Kean University
Bachelor's Degree, Economics
St. Peter's College
Masters busisnes, Finance
Michael Baumgartner's Morgan Stanley Experience 1991 - 1994
Job Vice President IT Project Manager at Bank of America/Merrill Lynch
Industry
Experience
Bank of America April 1997 - Present
Ann Taylor 1994 - 1997
Morgan Stanley 1991 - 1994
Prudential Healthcare 1986 - 1991
Skills
Data Warehousing, Application..., Performance Management, Decommissioning, Vendor Management, Data Reconciliation, Data Lineage, Data Quality Assurance, Data Quality Control, Data Modeling, Customer Service, Windows, PowerPoint, Photoshop, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Teaching, Research, English, Project Management, SDLC, Business Analysis, Requirements Analysis, Management, Databases, Equities, Analysis
Education
Chubb Institute
Certificate for Computer Programming, IBM Mainframe Computer Programming and System Design
Kean University
Bachelor's Degree, Computer Science
Union County College
Associate's Degree, Business/Computer Information Systems
Bank of America April 1997 - Present
Ann Taylor 1994 - 1997
Morgan Stanley 1991 - 1994
Prudential Healthcare 1986 - 1991
Skills
Data Warehousing, Application..., Performance Management, Decommissioning, Vendor Management, Data Reconciliation, Data Lineage, Data Quality Assurance, Data Quality Control, Data Modeling, Customer Service, Windows, PowerPoint, Photoshop, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Teaching, Research, English, Project Management, SDLC, Business Analysis, Requirements Analysis, Management, Databases, Equities, Analysis
Education
Chubb Institute
Certificate for Computer Programming, IBM Mainframe Computer Programming and System Design
Kean University
Bachelor's Degree, Computer Science
Union County College
Associate's Degree, Business/Computer Information Systems
Yoshihiko Shigenari's Morgan Stanley Experience December 1999 - June 2011
Job Advisor at Morgan Stanley
Industry Financial Services
Experience
YS Global Capital Advisors LLC July 2011 - Present
Morgan Stanley December 1999 - June 2011
Morgan Stanley April 1996 - June 1998
Morgan Stanley September 1989 - April 1996
Goldman Sachs August 1987 - August 1989
Education
Yale University - Yale School of Management 1985 — 1987
Master of Business Administration (MBA), Finance, General
Keio University 1978 — 1981
Bachelor's degree, Political Science
YS Global Capital Advisors LLC July 2011 - Present
Morgan Stanley December 1999 - June 2011
Morgan Stanley April 1996 - June 1998
Morgan Stanley September 1989 - April 1996
Goldman Sachs August 1987 - August 1989
Education
Yale University - Yale School of Management 1985 — 1987
Master of Business Administration (MBA), Finance, General
Keio University 1978 — 1981
Bachelor's degree, Political Science
Charith Gomes, CFA's Morgan Stanley Experience January 2003 - May 2003
Job Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation May 2013 - Present
Regions Financial Corporation November 2006 - May 2013
Regions Financial Corporation August 2006 - October 2006
Regions Financial Corporation August 2003 - July 2006
Morgan Stanley January 2003 - May 2003
EY May 2001 - July 2001
Skills
Portfolio Management, Credit, Credit Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Credit Risk, Investments, Wealth Management, Private Banking, Asset Management
Education
Kennesaw State University 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of West Georgia 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Business Information Systems
Regions Financial Corporation May 2013 - Present
Regions Financial Corporation November 2006 - May 2013
Regions Financial Corporation August 2006 - October 2006
Regions Financial Corporation August 2003 - July 2006
Morgan Stanley January 2003 - May 2003
EY May 2001 - July 2001
Skills
Portfolio Management, Credit, Credit Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Credit Risk, Investments, Wealth Management, Private Banking, Asset Management
Education
Kennesaw State University 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of West Georgia 2000 — 2003
Bachelor of Business Administration (BBA), Finance and Business Information Systems
Ray Anthony's Morgan Stanley Experience January 2001 - 2005
Job Get In Great Physical Shape & Get Paid with ID LIFEIDhealthyme
Industry Marketing and Advertising
Experience
ID LIFE-IDhealthyme January 2014 - Present
Self-employed January 2005 - Present
Ray Anthony & Associates January 2005 - Present
Morgan Stanley January 2001 - 2005
Skills
SEO, Online Advertising, Facebook, Advertising, Blogging, Social Media, Web Marketing, Online Marketing, SEM, Social Media Marketing, Brand Awareness, Social Networking, Entrepreneurship, Digital Media, E-commerce, Marketing, Direct Marketing, Digital Marketing, Brand Development, E-commerce SEO, Search Engine Ranking, Internet Services, Internet Strategy, E-commerce Consulting, Social Media Strategist, Social Media Consulting, Social Media Advertising, Social Media Blogging, Public Relations, Content Strategy, Digital Strategy, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Direct Sales, Fitness, Fitness Training, Fitness Instruction, Nutrition, Public Speaking
Education
Kennedy Western University 2003 — 2005
Master of Science (MS), Business Administration and Management, General
ID LIFE-IDhealthyme January 2014 - Present
Self-employed January 2005 - Present
Ray Anthony & Associates January 2005 - Present
Morgan Stanley January 2001 - 2005
Skills
SEO, Online Advertising, Facebook, Advertising, Blogging, Social Media, Web Marketing, Online Marketing, SEM, Social Media Marketing, Brand Awareness, Social Networking, Entrepreneurship, Digital Media, E-commerce, Marketing, Direct Marketing, Digital Marketing, Brand Development, E-commerce SEO, Search Engine Ranking, Internet Services, Internet Strategy, E-commerce Consulting, Social Media Strategist, Social Media Consulting, Social Media Advertising, Social Media Blogging, Public Relations, Content Strategy, Digital Strategy, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Direct Sales, Fitness, Fitness Training, Fitness Instruction, Nutrition, Public Speaking
Education
Kennedy Western University 2003 — 2005
Master of Science (MS), Business Administration and Management, General
David Balgari's Morgan Stanley Experience 2003 - 2004
Job Tax Professional at Habif, Arogeti & Wynne,LLP
Industry Accounting
Experience
Habif, Arogeti & Wynne,LLP May 2015 - Present
Deloitte September 2013 - May 2015
Marc Ecko Enterprises 2008 - 2013
Marc Ecko Enterprises 2004 - 2007
Morgan Stanley 2003 - 2004
Skills
Auditing, Finance, Analysis, Business Process, Management, Financial Analysis, Strategic Planning, Financial Reporting, Accounting, Budgets, Financial Modeling, Forecasting, Process Improvement, Sarbanes-Oxley Act, Strategy
Education
Syms School of Business 2000 — 2003
Bachelor of Science (B.S.), Finance, General
Kean University 2011 — 2013
Master's degree, Accounting
University of Forestry, Sofia, Bulgaria
Master's degree, Forestry Engineering
Habif, Arogeti & Wynne,LLP May 2015 - Present
Deloitte September 2013 - May 2015
Marc Ecko Enterprises 2008 - 2013
Marc Ecko Enterprises 2004 - 2007
Morgan Stanley 2003 - 2004
Skills
Auditing, Finance, Analysis, Business Process, Management, Financial Analysis, Strategic Planning, Financial Reporting, Accounting, Budgets, Financial Modeling, Forecasting, Process Improvement, Sarbanes-Oxley Act, Strategy
Education
Syms School of Business 2000 — 2003
Bachelor of Science (B.S.), Finance, General
Kean University 2011 — 2013
Master's degree, Accounting
University of Forestry, Sofia, Bulgaria
Master's degree, Forestry Engineering
Joseph Portera's Morgan Stanley Experience June 2001 - September 2001
Job VP, Branch Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase September 2009 - Present
PPM America, Inc. 2006 - 2009
J.P. Morgan 2005 - 2006
JPMorgan Chase & Co. 2002 - 2005
Morgan Stanley June 2001 - September 2001
Skills
Customer Service, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Leadership, Leadership Development, Operations Management, Sales Management, Sales Operations, Performance Management, Team Leadership, Team Building, Team Management, District Management, District Sales..., Financial Audits, Banking, Investment Banking, Retail Banking, Customer Satisfaction, Customer Relations, Strategic Leadership
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Western Michigan University 1998 — 2001
Bachelor's degree, Accounting and Finance
JPMorgan Chase September 2009 - Present
PPM America, Inc. 2006 - 2009
J.P. Morgan 2005 - 2006
JPMorgan Chase & Co. 2002 - 2005
Morgan Stanley June 2001 - September 2001
Skills
Customer Service, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Leadership, Leadership Development, Operations Management, Sales Management, Sales Operations, Performance Management, Team Leadership, Team Building, Team Management, District Management, District Sales..., Financial Audits, Banking, Investment Banking, Retail Banking, Customer Satisfaction, Customer Relations, Strategic Leadership
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Western Michigan University 1998 — 2001
Bachelor's degree, Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS