Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Jyoti Bhardwaj Jyoti Bhardwaj's Morgan Stanley Experience June 2005 - March 2007
Job Payment Platforms | CapitalOne Financial
Industry Financial Services
Experience
Capital One March 2013 - Present
Cognizant Technology Solutions June 2011 - March 2013
OppenheimerFunds September 2007 - May 2011
Morgan Stanley June 2005 - March 2007
Software Engineer June 2003 - June 2005
Skills
Quality Assurance, Program Management, Software Project..., Agile Methodologies, Process Improvement, IT Leadership, Onsite-Offshore..., IT Strategy, Scrum, Business Analysis, Solution Architecture, Requirements Analysis
Education
CC Pace 2014 — 2014
Certified Scrum Master, Agile
New York Institute of Finance
Credit Risk Management, Credit Risk
New York University - Leonard N. Stern School of Business 2009 — 2009
Executive Education, Management
FINRA / NASAA 2008 — 2008
Series 63 Securities Agent, Uniform Securities Agent State Law Exam
Kurukshetra University
Bachelors of Engineering, Computer Science Engineering
Capital One March 2013 - Present
Cognizant Technology Solutions June 2011 - March 2013
OppenheimerFunds September 2007 - May 2011
Morgan Stanley June 2005 - March 2007
Software Engineer June 2003 - June 2005
Skills
Quality Assurance, Program Management, Software Project..., Agile Methodologies, Process Improvement, IT Leadership, Onsite-Offshore..., IT Strategy, Scrum, Business Analysis, Solution Architecture, Requirements Analysis
Education
CC Pace 2014 — 2014
Certified Scrum Master, Agile
New York Institute of Finance
Credit Risk Management, Credit Risk
New York University - Leonard N. Stern School of Business 2009 — 2009
Executive Education, Management
FINRA / NASAA 2008 — 2008
Series 63 Securities Agent, Uniform Securities Agent State Law Exam
Kurukshetra University
Bachelors of Engineering, Computer Science Engineering
Kate Piazza Kate Piazza's Morgan Stanley Experience March 2015 - Present
Job Contract Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
UBS Securites , LLC ( Wealth Management) March 2014 - September 2014
Guy Carpenter (Marsh McLennan Company), June 2013 - February 2014
UBS Investment Bank October 2004 - December 2012
GETTENBERG CONSULTING – Accounting Consultants / Broker Dealers / NYSE, New York, NY June 2002 - August 2004
Skills
Accounts Payable, Account Reconciliation, Vendor Management, Accounts Receivable, Banking, Corporate Finance, Bank Reconciliation, Investment Banking, Payroll, Microsoft Word, Customer Satisfaction, Invoice Processing, Middle Office, Intranet, Analysis, Global General Ledger..., Purchase Orders-..., Business Objects, Infometrix (Request..., Adagio Accounting System, Quickbooks Pro, Windows 2000 and XP, Microsoft Outlook, Microsoft Excel..., Procedures Manual, Optima ( Accounts..., Product Control, Banker Portal, HP Client Services, Markview Web Inbox (..., Markview Inquiry, HP PPM Consultant Entry, HP PPM Create new..., Travel and Expense, Business Control Unit..., Windows 7, Constultworks /CAI, Client Billing, Contract Analysis, Capital IQ, Thomson One Analytics, HPPM_Portfolio and..., Financial Analysis, Business Intelligence, Created pre-formatted..., Relationship Management..., General Ledger Coding, Monthly , Quarterly and..., Bloomberg, Accounting
Education
Kingsborough Community College
Bookkeeper Certificate, Liberal Arts Major (including 12 accounting credits)
Morgan Stanley March 2015 - Present
UBS Securites , LLC ( Wealth Management) March 2014 - September 2014
Guy Carpenter (Marsh McLennan Company), June 2013 - February 2014
UBS Investment Bank October 2004 - December 2012
GETTENBERG CONSULTING – Accounting Consultants / Broker Dealers / NYSE, New York, NY June 2002 - August 2004
Skills
Accounts Payable, Account Reconciliation, Vendor Management, Accounts Receivable, Banking, Corporate Finance, Bank Reconciliation, Investment Banking, Payroll, Microsoft Word, Customer Satisfaction, Invoice Processing, Middle Office, Intranet, Analysis, Global General Ledger..., Purchase Orders-..., Business Objects, Infometrix (Request..., Adagio Accounting System, Quickbooks Pro, Windows 2000 and XP, Microsoft Outlook, Microsoft Excel..., Procedures Manual, Optima ( Accounts..., Product Control, Banker Portal, HP Client Services, Markview Web Inbox (..., Markview Inquiry, HP PPM Consultant Entry, HP PPM Create new..., Travel and Expense, Business Control Unit..., Windows 7, Constultworks /CAI, Client Billing, Contract Analysis, Capital IQ, Thomson One Analytics, HPPM_Portfolio and..., Financial Analysis, Business Intelligence, Created pre-formatted..., Relationship Management..., General Ledger Coding, Monthly , Quarterly and..., Bloomberg, Accounting
Education
Kingsborough Community College
Bookkeeper Certificate, Liberal Arts Major (including 12 accounting credits)
Kate K. Lee, CFA Kate K. Lee, CFA's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Genentech March 2014 - May 2014
Woori Investment & Securities 2011 - 2012
Daiwa Securities Capital Markets 2007 - 2011
Standard & Poor's June 2007 - October 2007
PCA Investment Trust Mgmt (current Eastspring Investment) June 2006 - August 2006
Samsung Electronics July 2003 - August 2003
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Financial Institutions, Private Equity, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
MBA, Class of 2015
Korea Advanced Institute of Science and Technology
Master of Science (M.S.), Management Engineering
Seoul National University
Bachelor of Science (B.S.), Electrical and Computer Engineering
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Genentech March 2014 - May 2014
Woori Investment & Securities 2011 - 2012
Daiwa Securities Capital Markets 2007 - 2011
Standard & Poor's June 2007 - October 2007
PCA Investment Trust Mgmt (current Eastspring Investment) June 2006 - August 2006
Samsung Electronics July 2003 - August 2003
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Financial Institutions, Private Equity, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
MBA, Class of 2015
Korea Advanced Institute of Science and Technology
Master of Science (M.S.), Management Engineering
Seoul National University
Bachelor of Science (B.S.), Electrical and Computer Engineering
Stephanie (Chrisman) Leinbach Stephanie (Chrisman) Leinbach's Morgan Stanley Experience June 2007 - March 2012
Job Senior Benefit Analyst at WellCare
Industry Human Resources
Experience
WellCare March 2012 - Present
Morgan Stanley June 2007 - March 2012
Tunnell Companies, L.P. June 2001 - June 2007
Skills
Employee Benefits, Benefits Administration, Human Resources, New Hire Orientations, Vendor Management, Deferred Compensation, Health Insurance, Open Enrollment, COBRA, Insurance, Onboarding
Education
Kutztown University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Elementary Education and Teaching
WellCare March 2012 - Present
Morgan Stanley June 2007 - March 2012
Tunnell Companies, L.P. June 2001 - June 2007
Skills
Employee Benefits, Benefits Administration, Human Resources, New Hire Orientations, Vendor Management, Deferred Compensation, Health Insurance, Open Enrollment, COBRA, Insurance, Onboarding
Education
Kutztown University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Elementary Education and Teaching
David Everett David Everett's Morgan Stanley Experience January 2012 - May 2012
Job Commercial & Communications Financial Analyst at GE
Industry Financial Services
Experience
GE August 2014 - Present
GE July 2012 - Present
GE International January 2014 - July 2014
GE Asset Management July 2013 - January 2014
GE Appliances January 2013 - July 2013
GE July 2012 - January 2013
Morgan Stanley January 2012 - May 2012
GE Capital May 2011 - August 2011
GE Capital 2010 - 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Strategic Financial..., Corporate Finance, Project Management, Hyperion Enterprise, Hyperion Reports, Business Objects, Forecasting, Analysis, Finance, Financial Reporting, Valuation, Access, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Financial Planning
Education
La Salle University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Dual Major: Finance; Marketing, Major GPA 3.7
Fordham Prep 2004 — 2008
GE August 2014 - Present
GE July 2012 - Present
GE International January 2014 - July 2014
GE Asset Management July 2013 - January 2014
GE Appliances January 2013 - July 2013
GE July 2012 - January 2013
Morgan Stanley January 2012 - May 2012
GE Capital May 2011 - August 2011
GE Capital 2010 - 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Strategic Financial..., Corporate Finance, Project Management, Hyperion Enterprise, Hyperion Reports, Business Objects, Forecasting, Analysis, Finance, Financial Reporting, Valuation, Access, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Financial Planning
Education
La Salle University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Dual Major: Finance; Marketing, Major GPA 3.7
Fordham Prep 2004 — 2008
Jack Raffensperger Jack Raffensperger's Morgan Stanley Experience July 2014 - Present
Job Morgan Stanley analyst | CFA level I candidate
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Raymond James Financial Inc. June 2013 - September 2013
Capital Funding Group September 2012 - December 2012
The Golf Club at South River March 2007 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Investments, Equities
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor: Information Systems, Senior
Københavns Universitet 2013 — 2013
International Business
Indian Creek School 2006 — 2010
Morgan Stanley July 2014 - Present
Raymond James Financial Inc. June 2013 - September 2013
Capital Funding Group September 2012 - December 2012
The Golf Club at South River March 2007 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Investments, Equities
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor: Information Systems, Senior
Københavns Universitet 2013 — 2013
International Business
Indian Creek School 2006 — 2010
Megan McHale Megan McHale's Morgan Stanley Experience January 2010 - April 2010
Job Senior Account Executive at Development Counsellors International
Industry Marketing and Advertising
Experience
Development Counsellors International January 2012 - Present
Singh Hospitality Group May 2008 - May 2012
Munroe Creative Partners January 2011 - April 2011
Morgan Stanley January 2010 - April 2010
Skills
Microsoft Office, SPSS, Google Analytics, Marketing Strategy, Tourism
Education
La Salle University
Bachelor of Science in Business Administration, Marketing, International Business
American University of Rome
Semester Abroad, Marketing, International Business
Parsons School of Design
Weekend Academy Program, Graphic Design, Fashion Design
The Mary Louis Academy
NYS Regents Degree with Advanced Designated Honors, Art Major
Development Counsellors International January 2012 - Present
Singh Hospitality Group May 2008 - May 2012
Munroe Creative Partners January 2011 - April 2011
Morgan Stanley January 2010 - April 2010
Skills
Microsoft Office, SPSS, Google Analytics, Marketing Strategy, Tourism
Education
La Salle University
Bachelor of Science in Business Administration, Marketing, International Business
American University of Rome
Semester Abroad, Marketing, International Business
Parsons School of Design
Weekend Academy Program, Graphic Design, Fashion Design
The Mary Louis Academy
NYS Regents Degree with Advanced Designated Honors, Art Major
Kathi Kuzo Kathi Kuzo's Morgan Stanley Experience June 1997 - December 2002
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning January 2006 - Present
UBS December 2002 - June 2004
Morgan Stanley June 1997 - December 2002
Skills
Series 7, series 66, Life Insurance, CLTC, IRAs, 401k, 401k Rollovers, 529 Plans, Long Term Care Insurance, Retirement Planning, 403 b, SEP IRA, Simple IRA, Financial Services
Education
Kutztown University of Pennsylvania 1999 — 2002
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Lincoln Investment Planning January 2006 - Present
UBS December 2002 - June 2004
Morgan Stanley June 1997 - December 2002
Skills
Series 7, series 66, Life Insurance, CLTC, IRAs, 401k, 401k Rollovers, 529 Plans, Long Term Care Insurance, Retirement Planning, 403 b, SEP IRA, Simple IRA, Financial Services
Education
Kutztown University of Pennsylvania 1999 — 2002
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Tyler VanWormer Tyler VanWormer's Morgan Stanley Experience April 2008 - July 2011
Job Analyst at APR, Inc.
Industry Financial Services
Experience
APR December 2012 - Present
MVP Group Int. December 2011 - October 2012
Morgan Stanley April 2008 - July 2011
Bear Stearns 2007 - 2008
State of Tennessee 2005 - 2007
United Recovery Services LLC 2004 - 2005
Skills
Derivatives, Equities, Capital Markets, Financial Modeling, Investments, Trading, Financial Analysis, Commodity, Risk Management, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Sales, Microsoft Excel, Customer Service, Relationship Management, Presentations, Public Speaking, Structured Finance, French, Italian
Education
Kenyon College 2000 — 2004
Bachelor of Arts, Modern Languages and Literatures - French/Italian
Université Montpellier III Paul Valéry 2002 — 2003
French, Italian, Arabic
FHC 1996 — 2000
High School Diploma
FHC
APR December 2012 - Present
MVP Group Int. December 2011 - October 2012
Morgan Stanley April 2008 - July 2011
Bear Stearns 2007 - 2008
State of Tennessee 2005 - 2007
United Recovery Services LLC 2004 - 2005
Skills
Derivatives, Equities, Capital Markets, Financial Modeling, Investments, Trading, Financial Analysis, Commodity, Risk Management, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Sales, Microsoft Excel, Customer Service, Relationship Management, Presentations, Public Speaking, Structured Finance, French, Italian
Education
Kenyon College 2000 — 2004
Bachelor of Arts, Modern Languages and Literatures - French/Italian
Université Montpellier III Paul Valéry 2002 — 2003
French, Italian, Arabic
FHC 1996 — 2000
High School Diploma
FHC
Katerina Simonetti, CFP Katerina Simonetti, CFP's Morgan Stanley Experience January 1999 - January 2009
Job First Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Morgan Stanley January 1999 - January 2009
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning, Investment Strategies, Private Banking, Estate Planning, Insurance, Risk Management, Long Term Care, Trust Services, Alternative Investments, Cash Management
Education
CFP Board of Standards 2005 — 2006
CFP
Kutztown University of Pennsylvania 1994 — 1997
BSBA, Economics and International Business
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Morgan Stanley January 1999 - January 2009
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning, Investment Strategies, Private Banking, Estate Planning, Insurance, Risk Management, Long Term Care, Trust Services, Alternative Investments, Cash Management
Education
CFP Board of Standards 2005 — 2006
CFP
Kutztown University of Pennsylvania 1994 — 1997
BSBA, Economics and International Business
Richard Schneider Richard Schneider's Morgan Stanley Experience July 2004 - September 2004
Job Internet Business Owner
Industry Internet
Experience
PictureCorrect, Inc. November 2004 - Present
The Search Agency May 2011 - November 2012
The Search Agency June 2010 - May 2011
The Search Agency January 2008 - June 2009
The Search Agency August 2008 - January 2009
PriceGrabber.com March 2008 - August 2008
Adventist Health System June 2006 - September 2006
Morgan Stanley July 2004 - September 2004
Skills
Web Analytics, Online Marketing, SEO, Web Development, Social Media, Email Marketing, Online Advertising, Google Analytics, Affiliate Marketing, Blogging, Omniture, Wordpress, Facebook, Photography, Web 2.0, Analytics, E-commerce, SEM, Lead Generation, Organic Search, PPC, WordPress, Web Marketing, Advertising, Digital Media, Google Adwords, Start-ups, CMS, Strategy, Mobile Marketing, Marketing Strategy, Landing Page..., Digital Strategy, Digital Marketing, SMO, Search Advertising, Conversion Optimization, Content Strategy, Keyword Research, Interactive Marketing
Education
La Sierra University 2004 — 2008
B.S., B.A., Finance, Management
PictureCorrect, Inc. November 2004 - Present
The Search Agency May 2011 - November 2012
The Search Agency June 2010 - May 2011
The Search Agency January 2008 - June 2009
The Search Agency August 2008 - January 2009
PriceGrabber.com March 2008 - August 2008
Adventist Health System June 2006 - September 2006
Morgan Stanley July 2004 - September 2004
Skills
Web Analytics, Online Marketing, SEO, Web Development, Social Media, Email Marketing, Online Advertising, Google Analytics, Affiliate Marketing, Blogging, Omniture, Wordpress, Facebook, Photography, Web 2.0, Analytics, E-commerce, SEM, Lead Generation, Organic Search, PPC, WordPress, Web Marketing, Advertising, Digital Media, Google Adwords, Start-ups, CMS, Strategy, Mobile Marketing, Marketing Strategy, Landing Page..., Digital Strategy, Digital Marketing, SMO, Search Advertising, Conversion Optimization, Content Strategy, Keyword Research, Interactive Marketing
Education
La Sierra University 2004 — 2008
B.S., B.A., Finance, Management
Michael Hoober, MA, MPE Michael Hoober, MA, MPE's Morgan Stanley Experience August 2000 - June 2001
Job Licensed Professional Counselor (LPC)
Industry Individual & Family Services
Experience
Lancaster International Short Film Festival October 2007 - Present
Pennsylvania College of Art & Design January 2008 - Present
Michael Hoober, LPC January 2012 - Present
Catholic Charities In-Home Intensive Program April 2004 - February 2013
Pennsylvania College of Art & Design 2005 - December 2012
Summit Quest Academy June 2001 - March 2003
Morgan Stanley August 2000 - June 2001
Merrill Lynch September 1999 - May 2000
A New Leaf (Prehab of Arizona) July 1997 - August 1999
Corrupted Image (C.I.) Records 1994 - 1997
Skills
Mental Health, Event Management, Entrepreneur, Event Planning, College Teaching, Mentoring, General Operations, Career Counseling, Counseling, Assessment, Consultation, Psychotherapy, Entrepreneurship, Adolescents, Teaching, Research, Technology Needs..., Psychology, Grant Writing, Mental Health Counseling, Training, Leadership, Program Development, Higher Education, Nonprofits, Public Speaking, Student Counseling, Clinical Psychology, Curriculum Development, Curriculum Design, Community Outreach, Therapists, Case Management, Interventions
Education
University of Pennsylvania 2007 — 2009
MPE, Professional Counseling
La Salle University 1994 — 1997
MA, Human Services Psychology
La Salle University 1989 — 1993
BA, Psychology
Lancaster International Short Film Festival October 2007 - Present
Pennsylvania College of Art & Design January 2008 - Present
Michael Hoober, LPC January 2012 - Present
Catholic Charities In-Home Intensive Program April 2004 - February 2013
Pennsylvania College of Art & Design 2005 - December 2012
Summit Quest Academy June 2001 - March 2003
Morgan Stanley August 2000 - June 2001
Merrill Lynch September 1999 - May 2000
A New Leaf (Prehab of Arizona) July 1997 - August 1999
Corrupted Image (C.I.) Records 1994 - 1997
Skills
Mental Health, Event Management, Entrepreneur, Event Planning, College Teaching, Mentoring, General Operations, Career Counseling, Counseling, Assessment, Consultation, Psychotherapy, Entrepreneurship, Adolescents, Teaching, Research, Technology Needs..., Psychology, Grant Writing, Mental Health Counseling, Training, Leadership, Program Development, Higher Education, Nonprofits, Public Speaking, Student Counseling, Clinical Psychology, Curriculum Development, Curriculum Design, Community Outreach, Therapists, Case Management, Interventions
Education
University of Pennsylvania 2007 — 2009
MPE, Professional Counseling
La Salle University 1994 — 1997
MA, Human Services Psychology
La Salle University 1989 — 1993
BA, Psychology
James G. Brooks, Jr. James G. Brooks, Jr.'s Morgan Stanley Experience 2010 - 2012
Job Founder & CEO, GlassView, LLC
Industry Marketing and Advertising
Experience
Morgan Stanley 2010 - 2012
Guest of a Guest LLC 2009 - 2010
Conde Nast 2006 - 2008
Soho Digital 2004 - 2006
Merrill Lynch 2002 - 2002
Skills
Strategic Partnerships, Business Development, Marketing, Social Video, Video Advertising, Digital Marketing, Leadership, Publisher Partnerships, Advertising, Portfolio Management, Analytics, Sales, Hedge Funds, Asset Allocation, Finance, Investment Strategies, Financial Modeling, Investments, Alternative Investments, Fixed Income, Investor Relations, Financial Professional, Customer Relations, Digital Media, Online Advertising
Education
Southern Methodist University - Cox School of Business 1999 — 2003
BBA, Finance
University of Copenhagen 2002 — 2002
Study of International Business, Danish Institute for Study Abroad
Morgan Stanley 2010 - 2012
Guest of a Guest LLC 2009 - 2010
Conde Nast 2006 - 2008
Soho Digital 2004 - 2006
Merrill Lynch 2002 - 2002
Skills
Strategic Partnerships, Business Development, Marketing, Social Video, Video Advertising, Digital Marketing, Leadership, Publisher Partnerships, Advertising, Portfolio Management, Analytics, Sales, Hedge Funds, Asset Allocation, Finance, Investment Strategies, Financial Modeling, Investments, Alternative Investments, Fixed Income, Investor Relations, Financial Professional, Customer Relations, Digital Media, Online Advertising
Education
Southern Methodist University - Cox School of Business 1999 — 2003
BBA, Finance
University of Copenhagen 2002 — 2002
Study of International Business, Danish Institute for Study Abroad
Abdullah AlMubarak Abdullah AlMubarak's Morgan Stanley Experience 2007 - 2007
Job Senior Product Manager at Amazon | MBA Candidate at NYU Stern
Industry Internet
Experience
Amazon June 2015 - Present
Booz & Company February 2010 - March 2014
Morgan Stanley 2007 - 2007
Skills
Business Strategy, Strategic Planning, Strategy Implementation, Product Management, Financial Modeling, Operating Models, Project Management, Emerging Markets, Due Diligence, iOS Development, Organizational Structure, Organizational..., Public Sector, Telecommunications, Financial Services, Technology, Telecommunication..., Business Analysis, Business Development
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
MBA
Mobile Makers Academy 2014 — 2014
iPhone Application Development, 8-Week Intensive Bootcamp
King Fahd University of Petroleum & Minerals
Bachelor, Industrial Engineering
Amazon June 2015 - Present
Booz & Company February 2010 - March 2014
Morgan Stanley 2007 - 2007
Skills
Business Strategy, Strategic Planning, Strategy Implementation, Product Management, Financial Modeling, Operating Models, Project Management, Emerging Markets, Due Diligence, iOS Development, Organizational Structure, Organizational..., Public Sector, Telecommunications, Financial Services, Technology, Telecommunication..., Business Analysis, Business Development
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
MBA
Mobile Makers Academy 2014 — 2014
iPhone Application Development, 8-Week Intensive Bootcamp
King Fahd University of Petroleum & Minerals
Bachelor, Industrial Engineering
Jeremy Condie Jeremy Condie's Morgan Stanley Experience November 2000 - January 2003
Job Sales and Business Development Entrepreneur
Industry Financial Services
Experience
Depthmine Software - creator of ContactSpy September 2010 - Present
ClusterSeven April 2010 - Present
Gemini Fund Administration September 2009 - May 2010
EAssist, LLC January 2008 - June 2009
Clifford Chance US LLP May 2007 - January 2008
Thomson Financial March 2003 - May 2007
Morgan Stanley November 2000 - January 2003
Credit Suisse 1998 - 2000
JP Morgan 1996 - 1998
Financial Times / Extel Financial 1989 - 1996
Skills
Business Development, Marketing, Management, Marketing Communications, Hedge Funds, Asset Managment, Investments, Investment Banking, Alternative Investments, End User Computing (EUC), Sales, Sales Management, Salesforce.com, Enterprise Software, Objective-C, PHP, MySQL, JavaScript, HTML, CSS, Asset Management, Financial Markets, Sales Process, Start-ups, Leadership, Risk Management, Financial Services, Selling
Education
Kingston University 1985 — 1987
MBA
Kingston University 1981 — 1985
BSc Hons (1st), Electronic Systems Engineering
Depthmine Software - creator of ContactSpy September 2010 - Present
ClusterSeven April 2010 - Present
Gemini Fund Administration September 2009 - May 2010
EAssist, LLC January 2008 - June 2009
Clifford Chance US LLP May 2007 - January 2008
Thomson Financial March 2003 - May 2007
Morgan Stanley November 2000 - January 2003
Credit Suisse 1998 - 2000
JP Morgan 1996 - 1998
Financial Times / Extel Financial 1989 - 1996
Skills
Business Development, Marketing, Management, Marketing Communications, Hedge Funds, Asset Managment, Investments, Investment Banking, Alternative Investments, End User Computing (EUC), Sales, Sales Management, Salesforce.com, Enterprise Software, Objective-C, PHP, MySQL, JavaScript, HTML, CSS, Asset Management, Financial Markets, Sales Process, Start-ups, Leadership, Risk Management, Financial Services, Selling
Education
Kingston University 1985 — 1987
MBA
Kingston University 1981 — 1985
BSc Hons (1st), Electronic Systems Engineering
Vitalii Ihnatiuk Vitalii Ihnatiuk's Morgan Stanley Experience February 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Esoteric Capital LP June 2014 - September 2014
KINTO May 2012 - May 2012
JSC "ELFA" June 2009 - August 2009
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Master of Financial Engineering, Financial Engineering
Kyiv National Taras Shevchenko University 2009 — 2013
Bachelor of Arts, Economic Cybernetics
Morgan Stanley February 2015 - Present
Esoteric Capital LP June 2014 - September 2014
KINTO May 2012 - May 2012
JSC "ELFA" June 2009 - August 2009
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Master of Financial Engineering, Financial Engineering
Kyiv National Taras Shevchenko University 2009 — 2013
Bachelor of Arts, Economic Cybernetics
James Saganowich James Saganowich's Morgan Stanley Experience March 2000 - January 2003
Job Psychotherapist in Private Practice at Advanced Psychiatry & Addictions Specialists
Industry Mental Health Care
Experience
Advanced Functioning Dynamics July 2013 - Present
David Lawrence Center April 2006 - Present
David Lawrence Center, Naples, Florida 2003 - Present
Morgan Stanley March 2000 - January 2003
James Saganowich Estate Planning July 1998 - March 2000
Skills
PTSD, Substance Dependence..., Sexual Dysfunction, Marriage and..., CBT, Nonprofits, Post Traumatic Stress, Psychology, Strategic Planning, Career Counseling, Leadership, Non-profits, Program Management, Crisis Intervention, Group Therapy, Program Development, Behavioral Health, Psychiatry, Mental Health Counseling, Clinical Supervision, Psychotherapy, Public Speaking, Mental Health
Education
FGCU 2004 — 2007
Master's degree, Counseling Psychology
Kutztown University of Pennsylvania 1987 — 1989
Bachelor of Arts (B.A.), Russian Language and Literature
United States Military Academy at West Point 1984 — 1987
N/A, Russian Language
Advanced Functioning Dynamics July 2013 - Present
David Lawrence Center April 2006 - Present
David Lawrence Center, Naples, Florida 2003 - Present
Morgan Stanley March 2000 - January 2003
James Saganowich Estate Planning July 1998 - March 2000
Skills
PTSD, Substance Dependence..., Sexual Dysfunction, Marriage and..., CBT, Nonprofits, Post Traumatic Stress, Psychology, Strategic Planning, Career Counseling, Leadership, Non-profits, Program Management, Crisis Intervention, Group Therapy, Program Development, Behavioral Health, Psychiatry, Mental Health Counseling, Clinical Supervision, Psychotherapy, Public Speaking, Mental Health
Education
FGCU 2004 — 2007
Master's degree, Counseling Psychology
Kutztown University of Pennsylvania 1987 — 1989
Bachelor of Arts (B.A.), Russian Language and Literature
United States Military Academy at West Point 1984 — 1987
N/A, Russian Language
Jon Patacca's Morgan Stanley Experience May 2001 - May 2003
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Scottrade December 2012 - April 2015
Scottrade July 2007 - December 2012
KeyBank October 2005 - March 2007
KeyBank August 2003 - October 2005
Morgan Stanley May 2001 - May 2003
Education
Pace University - Lubin School of Business 2011 — 2014
MBA, Financial Management, 3.9 GPA
Kent State University 1997 — 2001
Bachelor of Business Administration, Finance
Merrill Lynch April 2015 - Present
Scottrade December 2012 - April 2015
Scottrade July 2007 - December 2012
KeyBank October 2005 - March 2007
KeyBank August 2003 - October 2005
Morgan Stanley May 2001 - May 2003
Education
Pace University - Lubin School of Business 2011 — 2014
MBA, Financial Management, 3.9 GPA
Kent State University 1997 — 2001
Bachelor of Business Administration, Finance
Paul T. Murray, ChFC®, CDFA™ Paul T. Murray, ChFC®, CDFA™'s Morgan Stanley Experience November 2000 - October 2004
Job Financial Planner, Financial Advisor, Certified Divorce Financial Analyst™, Mediator
Industry Financial Services
Experience
PTM Wealth Management, LLC September 2011 - Present
Your Terms Mediation, Divorce On Your Terms, Inc. March 2012 - Present
Wells Fargo Advisors October 2004 - September 2011
Morgan Stanley November 2000 - October 2004
Columbia Records/EMI Music Publishing January 1997 - December 2000
Education
College For Financial Planning 2010 — 2010
Accredited Domestic Partnership Advisor, Financial Planning
International Federation for Retirement Education 2007 — 2007
Certified Retirement Counselor Designation, Retirement Planning
The American College 2005 — 2006
Chartered Financial Consultant
Institute For Divorce Financial Analysts 2005 — 2005
Certified Divorce Financial Analyst, Divorce Analysis
La Salle University 1988 — 1993
B.A., Political Science & English
Archbishop Wood High School
PTM Wealth Management, LLC September 2011 - Present
Your Terms Mediation, Divorce On Your Terms, Inc. March 2012 - Present
Wells Fargo Advisors October 2004 - September 2011
Morgan Stanley November 2000 - October 2004
Columbia Records/EMI Music Publishing January 1997 - December 2000
Education
College For Financial Planning 2010 — 2010
Accredited Domestic Partnership Advisor, Financial Planning
International Federation for Retirement Education 2007 — 2007
Certified Retirement Counselor Designation, Retirement Planning
The American College 2005 — 2006
Chartered Financial Consultant
Institute For Divorce Financial Analysts 2005 — 2005
Certified Divorce Financial Analyst, Divorce Analysis
La Salle University 1988 — 1993
B.A., Political Science & English
Archbishop Wood High School
Michelle Lamond Michelle Lamond's Morgan Stanley Experience November 2004 - August 2012
Job Registered Sales Assistant at TBT Financial Services
Industry Investment Banking
Experience
Texas Bank and Trust June 2014 - Present
TBT Financial Services March 2013 - June 2014
Morgan Stanley November 2004 - August 2012
Skills
Investments, Customer Service, Risk Management, Small Business
Education
Kilgore College
Series 7 & 66 licensed
Texas Bank and Trust June 2014 - Present
TBT Financial Services March 2013 - June 2014
Morgan Stanley November 2004 - August 2012
Skills
Investments, Customer Service, Risk Management, Small Business
Education
Kilgore College
Series 7 & 66 licensed
Michael Terry Michael Terry's Morgan Stanley Experience April 2005 - April 2008
Job Client Advisor at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates June 2013 - Present
Bank of America September 2011 - March 2013
Comedian April 2008 - September 2011
Morgan Stanley April 2005 - April 2008
FrontPoint Partners February 2002 - March 2005
Shopzilla, Inc. June 1999 - November 2001
Goldman Sachs & Co. July 1994 - May 1999
Skills
Hedge Funds, Negotiation, Public Speaking, Written & Oral..., Investor Relations, Marketing, Project Management, Management, New Business Development, Fund Of Funds, Team Building, Asset Management, Strategy
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
立教大学 / Rikkyo University 1993 — 1994
Fully paid post graduate scholarship, Japanese Language, Political Science
Kenyon College 1989 — 1993
Bachelor of Arts, International Studies
早稲田大学 1991 — 1992
Japanese Language
Bridgewater Associates June 2013 - Present
Bank of America September 2011 - March 2013
Comedian April 2008 - September 2011
Morgan Stanley April 2005 - April 2008
FrontPoint Partners February 2002 - March 2005
Shopzilla, Inc. June 1999 - November 2001
Goldman Sachs & Co. July 1994 - May 1999
Skills
Hedge Funds, Negotiation, Public Speaking, Written & Oral..., Investor Relations, Marketing, Project Management, Management, New Business Development, Fund Of Funds, Team Building, Asset Management, Strategy
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
立教大学 / Rikkyo University 1993 — 1994
Fully paid post graduate scholarship, Japanese Language, Political Science
Kenyon College 1989 — 1993
Bachelor of Arts, International Studies
早稲田大学 1991 — 1992
Japanese Language
Blago Baychev Blago Baychev's Morgan Stanley Experience July 2014 - Present
Job Equity Derivatives Strategies, Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Lafayette College Investment Club October 2010 - May 2012
Lafayette College Career Services May 2010 - May 2012
Lafayette College September 2009 - May 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Fieldpoint Private Bank & Trust 2010 - 2010
Allianz June 2009 - August 2009
Skills
Economics, Investment Strategies, Trading Strategies, Portfolio Management, Quantitative Analytics, Trading, Financial Modeling, Investments, Statistics, Leadership, Bloomberg, Equity Derivatives, Microsoft Excel, Research, Financial Analysis, Econometrics, Finance, Microsoft Office, PowerPoint
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Mathematics and Economics; International Affairs
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Lafayette College Investment Club October 2010 - May 2012
Lafayette College Career Services May 2010 - May 2012
Lafayette College September 2009 - May 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Fieldpoint Private Bank & Trust 2010 - 2010
Allianz June 2009 - August 2009
Skills
Economics, Investment Strategies, Trading Strategies, Portfolio Management, Quantitative Analytics, Trading, Financial Modeling, Investments, Statistics, Leadership, Bloomberg, Equity Derivatives, Microsoft Excel, Research, Financial Analysis, Econometrics, Finance, Microsoft Office, PowerPoint
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Mathematics and Economics; International Affairs
Nathan Bopp Nathan Bopp's Morgan Stanley Experience June 2000 - January 2002
Job Lead Advisor at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors October 2007 - Present
JP Morgan Chase September 2004 - October 2007
Prudential Financial January 2002 - September 2004
Morgan Stanley June 2000 - January 2002
Skills
Retirement Planning, Investments, Wealth Management
Education
Kent State University 2005 — 2007
MBA
Ohio University 1996 — 2000
Bachelors, Finance & Economics
Cornerstone Capital Advisors October 2007 - Present
JP Morgan Chase September 2004 - October 2007
Prudential Financial January 2002 - September 2004
Morgan Stanley June 2000 - January 2002
Skills
Retirement Planning, Investments, Wealth Management
Education
Kent State University 2005 — 2007
MBA
Ohio University 1996 — 2000
Bachelors, Finance & Economics
James Schwager, CFP® James Schwager, CFP®'s Morgan Stanley Experience 1999 - 2001
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial April 2002 - Present
Morgan Stanley 1999 - 2001
Education
Certified Financial Planner Board Of Standards, Inc. 2006 — 2007
CFP® Certification Examination
The American College 2004 — 2006
CFP® Certification Curriculum
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Science, Finance
Ameriprise Financial April 2002 - Present
Morgan Stanley 1999 - 2001
Education
Certified Financial Planner Board Of Standards, Inc. 2006 — 2007
CFP® Certification Examination
The American College 2004 — 2006
CFP® Certification Curriculum
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Science, Finance
Nancy Carmona, MBA Nancy Carmona, MBA's Morgan Stanley Experience 1998 - 1999
Job Senior Vice President of Finance
Industry Marketing and Advertising
Experience
Advertising Specialty Institute December 2006 - Present
The Nielsen Company December 2005 - December 2006
Scholastic 1999 - 2005
Morgan Stanley 1998 - 1999
Skills
Forecasting, Finance, Financial Analysis, Budgets, Financial Reporting, Strategic Financial..., Leadership, Process Improvement, Accounting, Business Planning, Management, Strategic Planning, Competitive Analysis, Microsoft Excel, Marketing, Business Analysis, Internal Controls, Pricing, Business Development, Cash Flow, Variance Analysis, Sales, Excel, Managerial Finance, Financial Modeling, Financial Planning
Education
La Salle University 2013 — 2015
Master of Business Administration (MBA), Management
St. John's University
Bachelor of Science (B.S.), Finance
Advertising Specialty Institute December 2006 - Present
The Nielsen Company December 2005 - December 2006
Scholastic 1999 - 2005
Morgan Stanley 1998 - 1999
Skills
Forecasting, Finance, Financial Analysis, Budgets, Financial Reporting, Strategic Financial..., Leadership, Process Improvement, Accounting, Business Planning, Management, Strategic Planning, Competitive Analysis, Microsoft Excel, Marketing, Business Analysis, Internal Controls, Pricing, Business Development, Cash Flow, Variance Analysis, Sales, Excel, Managerial Finance, Financial Modeling, Financial Planning
Education
La Salle University 2013 — 2015
Master of Business Administration (MBA), Management
St. John's University
Bachelor of Science (B.S.), Finance
Farhang Farazmand Farhang Farazmand's Morgan Stanley Experience December 2013 - April 2014
Job Senior Vice President
Industry Financial Services
Experience
Citi May 2015 - Present
Morgan Stanley December 2013 - April 2014
Cornerstone Research August 2011 - November 2013
New York University, Leonard N. Stern School of Business May 2009 - July 2009
Danske Capital November 2004 - August 2006
University of Copenhagen August 2003 - December 2003
Central Bank of Denmark August 2002 - August 2003
Skills
Credit Risk, Finance, Analysis, Econometrics, Investments, SAS, Financial Markets, Financial Economics, Financial Risk, Trading, Equities, Time Series Analysis, Quantitative Finance, Empirical asset pricing, Financial Econometrics, CCAR, Monte Carlo Simulation, Low default portfolio..., Bayesian statistics, Gaussian Copula, Model Development, Managing Associates, Probability Theory
Education
New York University - Leonard N. Stern School of Business 2006 — 2011
Ph.D., Finance
Københavns Universitet 1998 — 2004
Cand.Scient.Oecon, Mathematics-Economics
Københavns Universitet 1998 — 2002
Bachelor of Science (BS), Mathematics-Economics
Citi May 2015 - Present
Morgan Stanley December 2013 - April 2014
Cornerstone Research August 2011 - November 2013
New York University, Leonard N. Stern School of Business May 2009 - July 2009
Danske Capital November 2004 - August 2006
University of Copenhagen August 2003 - December 2003
Central Bank of Denmark August 2002 - August 2003
Skills
Credit Risk, Finance, Analysis, Econometrics, Investments, SAS, Financial Markets, Financial Economics, Financial Risk, Trading, Equities, Time Series Analysis, Quantitative Finance, Empirical asset pricing, Financial Econometrics, CCAR, Monte Carlo Simulation, Low default portfolio..., Bayesian statistics, Gaussian Copula, Model Development, Managing Associates, Probability Theory
Education
New York University - Leonard N. Stern School of Business 2006 — 2011
Ph.D., Finance
Københavns Universitet 1998 — 2004
Cand.Scient.Oecon, Mathematics-Economics
Københavns Universitet 1998 — 2002
Bachelor of Science (BS), Mathematics-Economics
Emily Evanko's Morgan Stanley Experience January 2014 - 2014
Job Research Summer Analyst at StepStone Group; World Ranked Competitive Snowboarder
Industry
Experience
StepStone Group June 2015 - Present
Bloomberg LP September 2014 - Present
Lafayette College Student Government December 2013 - Present
Lafayette College April 2013 - Present
Lazard January 2015 - January 2015
Plymouth Notch Private Ski Resort June 2014 - August 2014
Merrill Lynch March 2014 - March 2014
Morgan Stanley January 2014 - 2014
American Cancer Society June 2013 - October 2013
Goldman Sachs June 2013 - August 2013
Skills
Event Management, Public Speaking, Marketing, Social Media, Advertising, Fundraising, Event Planning, Sales, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a Finance Certificate and Philosophy Minor
Voorhees High School 2010 — 2012
Stratton Mountain School 2008 — 2009
StepStone Group June 2015 - Present
Bloomberg LP September 2014 - Present
Lafayette College Student Government December 2013 - Present
Lafayette College April 2013 - Present
Lazard January 2015 - January 2015
Plymouth Notch Private Ski Resort June 2014 - August 2014
Merrill Lynch March 2014 - March 2014
Morgan Stanley January 2014 - 2014
American Cancer Society June 2013 - October 2013
Goldman Sachs June 2013 - August 2013
Skills
Event Management, Public Speaking, Marketing, Social Media, Advertising, Fundraising, Event Planning, Sales, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a Finance Certificate and Philosophy Minor
Voorhees High School 2010 — 2012
Stratton Mountain School 2008 — 2009
Molly Garavito's Morgan Stanley Experience August 2006 - September 2006
Job Marketing Manager/Director
Industry Marketing and Advertising
Experience
Logan-Garavito & Associates, LLC 2014 - Present
Borton-Lawson July 2013 - April 2014
Sandvik Materials Technology May 2011 - June 2013
Self August 2010 - June 2011
Suburban West REALTORS Association March 2007 - August 2010
Morgan Stanley August 2006 - September 2006
TEKsystems November 2004 - August 2005
Association of Pennsylvania State College and University May 2004 - June 2004
Kutztown University Admissions Office September 2000 - May 2004
Skills
Social Media, Social Media Marketing, Press Releases, Marketing, Advertising, Internal Communications, Event Management, Public Speaking, Trade Shows, Public Relations, Marketing Strategy, Marketing Communications, Corporate Communications, Media Relations, Marketing Management, Social Networking, Management, Project Planning, Sales, Training, Budgets, Product Marketing, Direct Marketing, Program Management, Time Management, Market Research, Leadership, Business Development, B2B, Strategic Planning, Strategy, Online Advertising, New Business Development, Lead Generation, B2B Marketing, Account Management, Event Planning, Strategic Communications, Brand Management, Online Marketing, Team Building, Copywriting, CRM, Email Marketing, Project Management, Marketing Research, Business Strategy, Digital Marketing, Business Planning, Team Leadership
Education
Kutztown University of Pennsylvania 2000 — 2004
Bachelor of Arts, Speech Communication, minor in Public Relations
Bishop O'Reilly High School 1996 — 2000
Diploma
Logan-Garavito & Associates, LLC 2014 - Present
Borton-Lawson July 2013 - April 2014
Sandvik Materials Technology May 2011 - June 2013
Self August 2010 - June 2011
Suburban West REALTORS Association March 2007 - August 2010
Morgan Stanley August 2006 - September 2006
TEKsystems November 2004 - August 2005
Association of Pennsylvania State College and University May 2004 - June 2004
Kutztown University Admissions Office September 2000 - May 2004
Skills
Social Media, Social Media Marketing, Press Releases, Marketing, Advertising, Internal Communications, Event Management, Public Speaking, Trade Shows, Public Relations, Marketing Strategy, Marketing Communications, Corporate Communications, Media Relations, Marketing Management, Social Networking, Management, Project Planning, Sales, Training, Budgets, Product Marketing, Direct Marketing, Program Management, Time Management, Market Research, Leadership, Business Development, B2B, Strategic Planning, Strategy, Online Advertising, New Business Development, Lead Generation, B2B Marketing, Account Management, Event Planning, Strategic Communications, Brand Management, Online Marketing, Team Building, Copywriting, CRM, Email Marketing, Project Management, Marketing Research, Business Strategy, Digital Marketing, Business Planning, Team Leadership
Education
Kutztown University of Pennsylvania 2000 — 2004
Bachelor of Arts, Speech Communication, minor in Public Relations
Bishop O'Reilly High School 1996 — 2000
Diploma
Jeremy Pyszczynski's Morgan Stanley Experience December 2010 - January 2011
Job Owner at Wyoming County Rustics & Woodworking
Industry Accounting
Experience
Wyoming County Rustics & Woodworking Construction WorkerTSP ContractingJune 2007 - August 2013
Edward Jones June 2013 - July 2013
Keuka College November 2011 - February 2012
Morgan Stanley December 2010 - January 2011
Skills
Financial Accounting, Managerial Accounting, Income Tax, Custom Furniture, PowerPoint, Accounting, Public Speaking
Education
Keuka College 2010 — 2014
Wyoming County Rustics & Woodworking Construction WorkerTSP ContractingJune 2007 - August 2013
Edward Jones June 2013 - July 2013
Keuka College November 2011 - February 2012
Morgan Stanley December 2010 - January 2011
Skills
Financial Accounting, Managerial Accounting, Income Tax, Custom Furniture, PowerPoint, Accounting, Public Speaking
Education
Keuka College 2010 — 2014
Michael Greenly,CIMA Michael Greenly,CIMA's Morgan Stanley Experience April 1994 - April 2009
Job Senior Vice President WM / UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management April 2009 - Present
Morgan Stanley April 1994 - April 2009
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Series 7, Alternative Investments, Securities, Investment Strategies, Hedge Funds, Marketing, Series 63, Asset Management, Business Development, Venture Capital, Private Equity, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA, Investment Management Analyst
La Salle University 1991 — 1993
BA, Major - Political Science Minor - Business & History
UBS Private Wealth Management April 2009 - Present
Morgan Stanley April 1994 - April 2009
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Series 7, Alternative Investments, Securities, Investment Strategies, Hedge Funds, Marketing, Series 63, Asset Management, Business Development, Venture Capital, Private Equity, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA, Investment Management Analyst
La Salle University 1991 — 1993
BA, Major - Political Science Minor - Business & History
Zachary Anderson Zachary Anderson's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley June 2014 - Present
SEI December 2013 - June 2014
Marcus & Millichap May 2013 - August 2013
Glenhardie Country Club May 2011 - September 2011
Skills
Higher Education, Microsoft Office, Coaching, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Event Management, Facebook, Time Management, Access, Accounting, Financial Analysis, Finance, Corporate Finance, Investments, Management, Account Reconciliation, Marketing, Research
Education
La Salle University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Newburgh Free Academy 2005 — 2009
Morgan Stanley June 2014 - Present
SEI December 2013 - June 2014
Marcus & Millichap May 2013 - August 2013
Glenhardie Country Club May 2011 - September 2011
Skills
Higher Education, Microsoft Office, Coaching, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Event Management, Facebook, Time Management, Access, Accounting, Financial Analysis, Finance, Corporate Finance, Investments, Management, Account Reconciliation, Marketing, Research
Education
La Salle University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Newburgh Free Academy 2005 — 2009
Joe Hogan, CPA MBA Joe Hogan, CPA MBA's Morgan Stanley Experience December 2014 - Present
Job Vice President Legal and Compliance Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley November 2012 - Present
GMAC ResCap - Default Operations November 2011 - November 2012
Radian May 2006 - October 2011
RADIAN GUARANTY July 2002 - May 2006
GMAC Mortgage December 2000 - July 2002
GMAC Mortgage October 1998 - December 2000
GMAC Mortgage April 1997 - October 1998
Grant Thornton LLP November 1994 - April 1997
KPMG November 1992 - November 1994
Skills
Vendor Management, Strategic Planning, Forecasting, Budgets, Project Management, Business Continuity..., Mortgage Lending, Mortgage Banking, Risk Management, Banking, Credit, Loans, Process Improvement, Finance, Insurance, Internal Controls, Analysis, Portfolio Management, Due Diligence, Mortgage Servicing, Financial Services, Business Process..., Risk Assessment, Financial Risk, Loss Mitigation, Loan Servicing, Leadership, Auditing, Underwriting, Executive Management, Management, Sarbanes-Oxley Act, Strategy
Education
La Salle University 1998 — 2002
MBA, Finance
La Salle University - School of Business Administration 1988 — 1992
BS Business Admin, Accounting
Archbishop Ryan High School 1984 — 1988
Morgan Stanley December 2014 - Present
Morgan Stanley November 2012 - Present
GMAC ResCap - Default Operations November 2011 - November 2012
Radian May 2006 - October 2011
RADIAN GUARANTY July 2002 - May 2006
GMAC Mortgage December 2000 - July 2002
GMAC Mortgage October 1998 - December 2000
GMAC Mortgage April 1997 - October 1998
Grant Thornton LLP November 1994 - April 1997
KPMG November 1992 - November 1994
Skills
Vendor Management, Strategic Planning, Forecasting, Budgets, Project Management, Business Continuity..., Mortgage Lending, Mortgage Banking, Risk Management, Banking, Credit, Loans, Process Improvement, Finance, Insurance, Internal Controls, Analysis, Portfolio Management, Due Diligence, Mortgage Servicing, Financial Services, Business Process..., Risk Assessment, Financial Risk, Loss Mitigation, Loan Servicing, Leadership, Auditing, Underwriting, Executive Management, Management, Sarbanes-Oxley Act, Strategy
Education
La Salle University 1998 — 2002
MBA, Finance
La Salle University - School of Business Administration 1988 — 1992
BS Business Admin, Accounting
Archbishop Ryan High School 1984 — 1988
Neel Ajinkya Neel Ajinkya's Morgan Stanley Experience 1999 - 2000
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2009 - Present
Credit Suisse 2003 - 2009
Credit Suisse 2001 - 2003
First Chicago Trust Company 2000 - 2001
Morgan Stanley 1999 - 2000
JPMorgan Chase & Co. 1997 - 1999
Skills
SDLC, Business Analysis, Software Project..., Enterprise Architecture, Requirements Analysis, Data Warehousing, IT Strategy, Analysis, Management, Business Intelligence, Software Development, Systems Analysis, Agile Methodologies, SOA, Sybase, Requirements Gathering, SQL, Databases, Investment Banking, Team Leadership, Solution Architecture, Vendor Management, Alternative Investments, Data Modeling, .NET, Database Design, ETL, User Acceptance Testing, Trading Systems, Project Portfolio..., Private Equity, Hedge Funds, Microsoft CRM, Business Requirements, Consulting, Microsoft SQL Server, Project Management, Gap Analysis, Workflow Software, Data Marts, Technical Leadership, Cross-functional Team..., Software Design, Integration, Oracle, Risk Management, Strategy, Leadership, Process Improvement, Finance
Education
Rutgers Business School 2013 — 2015
Master of Business Administration (Executive MBA), Finance
L.D College of Engineering - Ahmedabad
Master of Computer Science & Applications (MCA), Computer Software Engineering
St. Xavier's College
Bachelor's degree, Chemistry
Credit Suisse 2009 - Present
Credit Suisse 2003 - 2009
Credit Suisse 2001 - 2003
First Chicago Trust Company 2000 - 2001
Morgan Stanley 1999 - 2000
JPMorgan Chase & Co. 1997 - 1999
Skills
SDLC, Business Analysis, Software Project..., Enterprise Architecture, Requirements Analysis, Data Warehousing, IT Strategy, Analysis, Management, Business Intelligence, Software Development, Systems Analysis, Agile Methodologies, SOA, Sybase, Requirements Gathering, SQL, Databases, Investment Banking, Team Leadership, Solution Architecture, Vendor Management, Alternative Investments, Data Modeling, .NET, Database Design, ETL, User Acceptance Testing, Trading Systems, Project Portfolio..., Private Equity, Hedge Funds, Microsoft CRM, Business Requirements, Consulting, Microsoft SQL Server, Project Management, Gap Analysis, Workflow Software, Data Marts, Technical Leadership, Cross-functional Team..., Software Design, Integration, Oracle, Risk Management, Strategy, Leadership, Process Improvement, Finance
Education
Rutgers Business School 2013 — 2015
Master of Business Administration (Executive MBA), Finance
L.D College of Engineering - Ahmedabad
Master of Computer Science & Applications (MCA), Computer Software Engineering
St. Xavier's College
Bachelor's degree, Chemistry
Kapinder Diwan Kapinder Diwan's Morgan Stanley Experience January 2015 - Present
Job Associate IT Security
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
United Online April 2010 - December 2014
Financial Industry Regulatory Authority (FINRA) February 2009 - March 2010
FINRA 2008 - 2008
Skills
Application and Network..., Vulnerability Management, Firewall Review, Risk Assessment, Penetration Testing, Security, Information Security, PCI DSS, Firewalls, Nessus, Vulnerability Assessment, Application Security, DLP, Vulnerability Scanning, Metasploit, Backtrack, Nmap, Computer Security, Solaris, Web Application Security, Wireshark, Linux, Servers, Security Architecture..., Intrusion Detection, Internet Security, Incident Response, Computer Forensics, Network Security, Information Security..., Network Engineering, ISO 27001, Cisco Technologies, Juniper, Networking, Red Hat Linux, Linux System..., Bash, TCP/IP, Security Audits, Apache, Shell Scripting, Disaster Recovery, Unix, Perl, Unix Shell Scripting, Virtualization, Identity Management, Load Balancing, Juniper Technologies
Education
New Jersey Institute of Technology 2007 — 2008
Master's degree, Information systems
Kurukshetra University 2003 — 2007
Bachelor of Technology (BTech), Information Technology
GBSSS No.1 Shakti Nagar
Morgan Stanley January 2015 - Present
United Online April 2010 - December 2014
Financial Industry Regulatory Authority (FINRA) February 2009 - March 2010
FINRA 2008 - 2008
Skills
Application and Network..., Vulnerability Management, Firewall Review, Risk Assessment, Penetration Testing, Security, Information Security, PCI DSS, Firewalls, Nessus, Vulnerability Assessment, Application Security, DLP, Vulnerability Scanning, Metasploit, Backtrack, Nmap, Computer Security, Solaris, Web Application Security, Wireshark, Linux, Servers, Security Architecture..., Intrusion Detection, Internet Security, Incident Response, Computer Forensics, Network Security, Information Security..., Network Engineering, ISO 27001, Cisco Technologies, Juniper, Networking, Red Hat Linux, Linux System..., Bash, TCP/IP, Security Audits, Apache, Shell Scripting, Disaster Recovery, Unix, Perl, Unix Shell Scripting, Virtualization, Identity Management, Load Balancing, Juniper Technologies
Education
New Jersey Institute of Technology 2007 — 2008
Master's degree, Information systems
Kurukshetra University 2003 — 2007
Bachelor of Technology (BTech), Information Technology
GBSSS No.1 Shakti Nagar
Shaun Carrithers Shaun Carrithers's Morgan Stanley Experience May 2008 - August 2008
Job Finance Manager Global Purchasing & Supply Chain at General Motors
Industry Automotive
Experience
General Motors February 2015 - Present
General Motors February 2012 - January 2015
General Motors October 2010 - February 2012
General Motors July 2009 - September 2010
Cisco Systems August 2008 - September 2008
Morgan Stanley May 2008 - August 2008
General Motors January 2005 - August 2007
General Motors 2000 - 2004
Skills
Valuation, Mergers, Business Strategy, Cross-functional Team..., Financial Modeling, Product Development, Financial Analysis, Strategic Planning, Cost Reduction, Due Diligence, Mergers, Six Sigma, Strategy, Business Planning, Leadership, Engineering, Vehicles, Automotive, Competitive Analysis, Management
Education
Stanford University 2007 — 2009
MBA
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Kettering University 2000 — 2004
Bachelor of Science, Mechanical Engineering
General Motors February 2015 - Present
General Motors February 2012 - January 2015
General Motors October 2010 - February 2012
General Motors July 2009 - September 2010
Cisco Systems August 2008 - September 2008
Morgan Stanley May 2008 - August 2008
General Motors January 2005 - August 2007
General Motors 2000 - 2004
Skills
Valuation, Mergers, Business Strategy, Cross-functional Team..., Financial Modeling, Product Development, Financial Analysis, Strategic Planning, Cost Reduction, Due Diligence, Mergers, Six Sigma, Strategy, Business Planning, Leadership, Engineering, Vehicles, Automotive, Competitive Analysis, Management
Education
Stanford University 2007 — 2009
MBA
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Kettering University 2000 — 2004
Bachelor of Science, Mechanical Engineering
Seungmi Yoo's Morgan Stanley Experience March 2012 - May 2012
Job CPA Apprentice at Gonzalez CPA
Industry Accounting
Experience
Gonzalez CPA July 2015 - Present
Hanjin transportation co., ltd. March 2014 - July 2015
Gyeonggi Electronics Development CO. LTD. March 2010 - February 2014
Morgan Stanley March 2012 - May 2012
Skills
Financial Reporting, Accounting, Tax, US GAAP, IFRS, ERP
Education
University of California, Davis 2011 — 2012
Exchange Abroad Program
국민대학교 2010 — 2014
Business Administration, Bachelor of Business Administration (BBA)
Gonzalez CPA July 2015 - Present
Hanjin transportation co., ltd. March 2014 - July 2015
Gyeonggi Electronics Development CO. LTD. March 2010 - February 2014
Morgan Stanley March 2012 - May 2012
Skills
Financial Reporting, Accounting, Tax, US GAAP, IFRS, ERP
Education
University of California, Davis 2011 — 2012
Exchange Abroad Program
국민대학교 2010 — 2014
Business Administration, Bachelor of Business Administration (BBA)
Ali Pasha Ali Pasha's Morgan Stanley Experience October 2007 - December 2007
Job Senior Consultant at Teradata
Industry Computer Software
Experience
Teradata January 2008 - Present
Morgan Stanley October 2007 - December 2007
MRM Worldwide August 2007 - September 2007
MasterCard September 2006 - July 2007
(Personal Firm) August 2005 - September 2006
IXIS Asset Management June 2005 - August 2005
Guardian Life Insurance February 2002 - April 2005
DataSquare October 2001 - February 2002
Keyspan Energy February 2001 - September 2001
Bank of America November 2000 - January 2001
Skills
Customer Analysis, Business Analysis, Business Intelligence, Consulting
Education
Kettering University 1994 — 1998
Bachelor of Science in Applied Mathematics, Major: Applied Statistics / Minor: Applied Computational Mathematics
New Canaan High School
Teradata January 2008 - Present
Morgan Stanley October 2007 - December 2007
MRM Worldwide August 2007 - September 2007
MasterCard September 2006 - July 2007
(Personal Firm) August 2005 - September 2006
IXIS Asset Management June 2005 - August 2005
Guardian Life Insurance February 2002 - April 2005
DataSquare October 2001 - February 2002
Keyspan Energy February 2001 - September 2001
Bank of America November 2000 - January 2001
Skills
Customer Analysis, Business Analysis, Business Intelligence, Consulting
Education
Kettering University 1994 — 1998
Bachelor of Science in Applied Mathematics, Major: Applied Statistics / Minor: Applied Computational Mathematics
New Canaan High School
Raj Batra's Morgan Stanley Experience November 2006 - April 2008
Job Technology Leader at D&B
Industry Information Technology and Services
Experience
Dun & Bradstreet May 2008 - Present
Morgan Stanley November 2006 - April 2008
United Healthcare 2002 - 2006
SQL Star International September 1997 - March 2002
Shriyam Securities Ltd, Jaipur, India July 1994 - August 1997
Skills
Cloud Computing, Data Warehousing, ETL Tools, Enterprise Architecture, Big Data, Mobile Technology, Software Development, Business Strategy, PMP, Solution Architecture, SOA, PMO, Project Portfolio..., Risk Management, CRM, Agile Methodologies, Web Services, IT Management, Oracle, Java Enterprise Edition, Application Architecture, SDLC, Scrum, Agile Project Management, Program Management, Mobile Devices, .NET, Architecture, Windows Azure, Windows Mobile, iOS, Strategy, SaaS, Software Project..., Enterprise Software, SQL, Architectures, Integration, Management, IT Strategy, Business Analysis, Vendor Management, Leadership
Education
Maharshi Dayanand University 1995 — 1997
MBA
Kurukshetra University 1991 — 1994
Bachelor of Computer Science
Dun & Bradstreet May 2008 - Present
Morgan Stanley November 2006 - April 2008
United Healthcare 2002 - 2006
SQL Star International September 1997 - March 2002
Shriyam Securities Ltd, Jaipur, India July 1994 - August 1997
Skills
Cloud Computing, Data Warehousing, ETL Tools, Enterprise Architecture, Big Data, Mobile Technology, Software Development, Business Strategy, PMP, Solution Architecture, SOA, PMO, Project Portfolio..., Risk Management, CRM, Agile Methodologies, Web Services, IT Management, Oracle, Java Enterprise Edition, Application Architecture, SDLC, Scrum, Agile Project Management, Program Management, Mobile Devices, .NET, Architecture, Windows Azure, Windows Mobile, iOS, Strategy, SaaS, Software Project..., Enterprise Software, SQL, Architectures, Integration, Management, IT Strategy, Business Analysis, Vendor Management, Leadership
Education
Maharshi Dayanand University 1995 — 1997
MBA
Kurukshetra University 1991 — 1994
Bachelor of Computer Science
Marsha Bellamy Marsha Bellamy's Morgan Stanley Experience April 2004 - February 2011
Job Executive Administrative Assistant
Industry Financial Services
Experience
Morgan Stanley April 2004 - February 2011
Credit Suisse First Boston September 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - September 2000
Skills
Expertise in office..., Administrative..., Banking, Venture Capital, Marketing, Investments, Investment Banking, Equities, Spreadsheets, Derivatives, Budgets, Management
Education
Kingsborough Community College 1991 — 1993
Liberal Arts
Samuel J. Tilden High School 1984 — 1988
High School Diploma, Communication Arts Program
Morgan Stanley April 2004 - February 2011
Credit Suisse First Boston September 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - September 2000
Skills
Expertise in office..., Administrative..., Banking, Venture Capital, Marketing, Investments, Investment Banking, Equities, Spreadsheets, Derivatives, Budgets, Management
Education
Kingsborough Community College 1991 — 1993
Liberal Arts
Samuel J. Tilden High School 1984 — 1988
High School Diploma, Communication Arts Program
David Bariletto David Bariletto's Morgan Stanley Experience February 2005 - May 2009
Job Vice President at JPMorgan Chase, CIB Finance Project Manager
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
BNP Paribas May 2009 - April 2013
Morgan Stanley February 2005 - May 2009
J.P. Morgan Chase September 1993 - February 2005
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Science (BS), Finance, General
Point Pleasant Beach High School 1986 — 1989
JPMorgan Chase April 2013 - Present
BNP Paribas May 2009 - April 2013
Morgan Stanley February 2005 - May 2009
J.P. Morgan Chase September 1993 - February 2005
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Science (BS), Finance, General
Point Pleasant Beach High School 1986 — 1989
Elizabeth Bligh Elizabeth Bligh's Morgan Stanley Experience June 2007 - August 2007
Job Medical Practice Professional
Industry Medical Practice
Experience
Resurgens Orthopaedics September 2010 - Present
Morgan Stanley June 2007 - August 2007
Skills
Medical Billing, Health Insurance, Accounts Receivable, Analysis, Microsoft Office
Education
Spring Hill College 2006 — 2010
Bachelor's Degree, Accounting
King's College London 2009 — 2009
Marist School 2003 — 2006
High School
Resurgens Orthopaedics September 2010 - Present
Morgan Stanley June 2007 - August 2007
Skills
Medical Billing, Health Insurance, Accounts Receivable, Analysis, Microsoft Office
Education
Spring Hill College 2006 — 2010
Bachelor's Degree, Accounting
King's College London 2009 — 2009
Marist School 2003 — 2006
High School
Sarah Cohen-Smith's Morgan Stanley Experience June 2012 - August 2012
Job Junior Designer at Cushman and Wakefield
Industry Design
Experience
Cushman & Wakefield May 2015 - Present
Kaplan Test Prep January 2015 - Present
Au Pair August 2014 - November 2014
Kenyon College LBIS August 2010 - May 2014
Weber Shandwick June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Fishs Eddy June 2010 - January 2011
US Census Bureau April 2010 - June 2010
Skills
Photoshop, Photography, Illustrator, InDesign, Social Media, Social Networking, Graphic Design, Architectural Design, Drawing, News Writing, Blogging, WordPress, Tumblr, Pinterest, Facebook, Google Apps, Social Media Marketing, Adobe Creative Suite, Mac
Education
Kenyon College 2010 — 2014
Bachelor's degree, Fine and Studio Arts
Danish Institute for Study Abroad 2012 — 2012
Graphic Design
Cushman & Wakefield May 2015 - Present
Kaplan Test Prep January 2015 - Present
Au Pair August 2014 - November 2014
Kenyon College LBIS August 2010 - May 2014
Weber Shandwick June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Fishs Eddy June 2010 - January 2011
US Census Bureau April 2010 - June 2010
Skills
Photoshop, Photography, Illustrator, InDesign, Social Media, Social Networking, Graphic Design, Architectural Design, Drawing, News Writing, Blogging, WordPress, Tumblr, Pinterest, Facebook, Google Apps, Social Media Marketing, Adobe Creative Suite, Mac
Education
Kenyon College 2010 — 2014
Bachelor's degree, Fine and Studio Arts
Danish Institute for Study Abroad 2012 — 2012
Graphic Design
Colleen Turner's Morgan Stanley Experience January 2014 - January 2014
Job Freelance Production Assistant
Industry Broadcast Media
Experience
Charter Communications May 2014 - May 2014
Nickelodeon April 2014 - April 2014
NBCUniversal, Inc. March 2014 - March 2014
Blue Jet March 2014 - March 2014
Morgan Stanley January 2014 - January 2014
KONICA MINOLTA, INC. November 2013 - November 2013
AUDI AG November 2013 - November 2013
Carolina Herrera October 2013 - October 2013
Charter Communications July 2013 - July 2013
Viva Movil June 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Social Media, Editing, Social Networking, Public Speaking, Microsoft Word, Research, Customer Service, Creative Writing, Teamwork, Televison, Team Leadership, Project Management, Video Editing, Video Production, Producing, Commercials, Copywriting, Microsoft Excel, Networking, Leadership, Common Sense, Television, Sales, Marketing, Advertising
Education
Kingsborough Community College 2011 — 2013
Associate of Arts (A.A.S.), Media Technology and Management
Charter Communications May 2014 - May 2014
Nickelodeon April 2014 - April 2014
NBCUniversal, Inc. March 2014 - March 2014
Blue Jet March 2014 - March 2014
Morgan Stanley January 2014 - January 2014
KONICA MINOLTA, INC. November 2013 - November 2013
AUDI AG November 2013 - November 2013
Carolina Herrera October 2013 - October 2013
Charter Communications July 2013 - July 2013
Viva Movil June 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Social Media, Editing, Social Networking, Public Speaking, Microsoft Word, Research, Customer Service, Creative Writing, Teamwork, Televison, Team Leadership, Project Management, Video Editing, Video Production, Producing, Commercials, Copywriting, Microsoft Excel, Networking, Leadership, Common Sense, Television, Sales, Marketing, Advertising
Education
Kingsborough Community College 2011 — 2013
Associate of Arts (A.A.S.), Media Technology and Management
Crystal Nichols Crystal Nichols's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
T. Rowe Price February 2014 - August 2014
Graphtec an RR Donnelley Company September 2012 - February 2014
University of Maryland Baltimore County July 2011 - January 2012
Morgan Stanley January 2011 - July 2011
Skills
Financial Analysis, Data Analysis, Accounting, Access, Microsoft Excel, Analysis, Project Management, Corporate Finance, PowerPoint, Outlook, Microsoft Word
Education
University of Maryland Baltimore County 2010 — 2014
Psychology and Sociology
La Salle University 2009 — 2010
International Business
Morgan Stanley January 2015 - Present
T. Rowe Price February 2014 - August 2014
Graphtec an RR Donnelley Company September 2012 - February 2014
University of Maryland Baltimore County July 2011 - January 2012
Morgan Stanley January 2011 - July 2011
Skills
Financial Analysis, Data Analysis, Accounting, Access, Microsoft Excel, Analysis, Project Management, Corporate Finance, PowerPoint, Outlook, Microsoft Word
Education
University of Maryland Baltimore County 2010 — 2014
Psychology and Sociology
La Salle University 2009 — 2010
International Business
Gregg Sisco Gregg Sisco's Morgan Stanley Experience June 1986 - May 2010
Job Director Global Head of Network Management at Citibank
Industry Banking
Experience
Citibank May 2010 - Present
Morgan Stanley June 1986 - May 2010
Skills
Fixed Income, Prime Brokerage, Securities, Relationship Management, Hedge Funds, Middle Office, Global Custody, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Equities, Derivatives, Financial Markets, Network Administration, Risk Management, Financial Services, Banking, Back Office, FX Options, Bloomberg, Alternative Investments
Education
King's College 1982 — 1986
Bachelor of Science, Business Administration
Citibank May 2010 - Present
Morgan Stanley June 1986 - May 2010
Skills
Fixed Income, Prime Brokerage, Securities, Relationship Management, Hedge Funds, Middle Office, Global Custody, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Equities, Derivatives, Financial Markets, Network Administration, Risk Management, Financial Services, Banking, Back Office, FX Options, Bloomberg, Alternative Investments
Education
King's College 1982 — 1986
Bachelor of Science, Business Administration
John Frownfelter IV, CFA John Frownfelter IV, CFA's Morgan Stanley Experience May 2000 - January 2001
Job Managing Director at SEI Investments, Get Time Back with SEI Solutions
Industry Investment Management
Igor Pyvovarov Igor Pyvovarov's Morgan Stanley Experience April 2015 - Present
Job Contractor Technology and Data
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
IPY Consulting INC. January 2000 - Present
Agriculture and Agri-Food Canada December 2012 - March 2015
Intact Financial Corporation October 2011 - October 2012
HP 2010 - 2011
Silanis Technology July 2010 - July 2010
IBM Global Services May 2008 - June 2010
Air Canada May 2008 - June 2010
Morgan Stanley June 2005 - April 2008
Compuware July 2005 - July 2005
Skills
Integration, Databases, Oracle, Oracle Fusion Middleware, Weblogic, Data Architecture, Data Warehousing, Data Warehouse..., Unix, Linux, SQL, Unix Shell Scripting, Database Design, Database Administration, Oracle DBA, ETL, Troubleshooting, Informatica, DB2, Performance Tuning, SDLC, PL/SQL, Business Intelligence, Data Migration, Cognos, Java Enterprise Edition, Microsoft SQL Server, Oracle Applications, SOA, Solaris, Software Development, XML, Software Project..., Enterprise Architecture, Oracle RAC, MySQL, Solution Architecture, Agile Methodologies, Business Objects, Erwin, Requirements Analysis, Websphere, High Availability, Shell Scripting, Disaster Recovery, Web Services, Data Modeling, WebSphere, WebLogic
Education
Kyiv Engineering Technical Institute 1988 — 1992
Master of Science (MS), Computer Science
Morgan Stanley April 2015 - Present
IPY Consulting INC. January 2000 - Present
Agriculture and Agri-Food Canada December 2012 - March 2015
Intact Financial Corporation October 2011 - October 2012
HP 2010 - 2011
Silanis Technology July 2010 - July 2010
IBM Global Services May 2008 - June 2010
Air Canada May 2008 - June 2010
Morgan Stanley June 2005 - April 2008
Compuware July 2005 - July 2005
Skills
Integration, Databases, Oracle, Oracle Fusion Middleware, Weblogic, Data Architecture, Data Warehousing, Data Warehouse..., Unix, Linux, SQL, Unix Shell Scripting, Database Design, Database Administration, Oracle DBA, ETL, Troubleshooting, Informatica, DB2, Performance Tuning, SDLC, PL/SQL, Business Intelligence, Data Migration, Cognos, Java Enterprise Edition, Microsoft SQL Server, Oracle Applications, SOA, Solaris, Software Development, XML, Software Project..., Enterprise Architecture, Oracle RAC, MySQL, Solution Architecture, Agile Methodologies, Business Objects, Erwin, Requirements Analysis, Websphere, High Availability, Shell Scripting, Disaster Recovery, Web Services, Data Modeling, WebSphere, WebLogic
Education
Kyiv Engineering Technical Institute 1988 — 1992
Master of Science (MS), Computer Science
Martin Yates Martin Yates's Morgan Stanley Experience 1987 - 1997
Job Head of Firmwide Cyber Program at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. August 2014 - May 2015
UBS January 2013 - May 2014
Deutsche Bank August 2008 - December 2012
Deutsche Bank July 2006 - August 2008
Deutsche Bank 2005 - 2006
Deutsche Bank 2000 - 2005
Deutsche Bank 1997 - 2000
Morgan Stanley 1987 - 1997
British Rail 1981 - 1987
Skills
Investment Banking, Settlement, Trading Systems, Middle Office, Back Office, Capital Markets, Equities, Derivatives, Prime Brokerage, Credit Derivatives, Reference Data, Fixed Income, Equity Derivatives, Equity Trading, Sybase, Securities, Market Risk, Interest Rate..., Trading, Collateral Management, Swaps, IT Strategy, Electronic Trading, Securities Lending, IT Service Management, Low Latency, Financial Services, Portfolio Management, Strategy, Hedge Funds, Offshoring, FX Options, Corporate Actions, Options, Program Management, Market Data, Financial Markets, Emerging Markets, Technical Architecture, Commodity, Exchange Connectivity, ITIL, Trading Strategies, Risk Management, SWIFT payments, Straight Through..., CDS, Operational Risk, Re-engineering, Trading System
Education
King's College London 1978 — 1981
BA Hons, Latin with Greek
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. August 2014 - May 2015
UBS January 2013 - May 2014
Deutsche Bank August 2008 - December 2012
Deutsche Bank July 2006 - August 2008
Deutsche Bank 2005 - 2006
Deutsche Bank 2000 - 2005
Deutsche Bank 1997 - 2000
Morgan Stanley 1987 - 1997
British Rail 1981 - 1987
Skills
Investment Banking, Settlement, Trading Systems, Middle Office, Back Office, Capital Markets, Equities, Derivatives, Prime Brokerage, Credit Derivatives, Reference Data, Fixed Income, Equity Derivatives, Equity Trading, Sybase, Securities, Market Risk, Interest Rate..., Trading, Collateral Management, Swaps, IT Strategy, Electronic Trading, Securities Lending, IT Service Management, Low Latency, Financial Services, Portfolio Management, Strategy, Hedge Funds, Offshoring, FX Options, Corporate Actions, Options, Program Management, Market Data, Financial Markets, Emerging Markets, Technical Architecture, Commodity, Exchange Connectivity, ITIL, Trading Strategies, Risk Management, SWIFT payments, Straight Through..., CDS, Operational Risk, Re-engineering, Trading System
Education
King's College London 1978 — 1981
BA Hons, Latin with Greek
Jordan Meier's Morgan Stanley Experience June 2015 - August 2015
Job Economics Student at Kenyon College
Industry Financial Services
Experience
Kenyon College Math and Science Skills Center August 2015 - Present
Morgan Stanley June 2015 - August 2015
Cooperative Federal July 2014 - August 2014
Education
Kenyon College 2012 — 2016
Bachelor's degree, Economics, 3.8/4.0
Denmark Institute for Study Abroad 2014 — 2015
International Business and Global Economics
Kenyon College Math and Science Skills Center August 2015 - Present
Morgan Stanley June 2015 - August 2015
Cooperative Federal July 2014 - August 2014
Education
Kenyon College 2012 — 2016
Bachelor's degree, Economics, 3.8/4.0
Denmark Institute for Study Abroad 2014 — 2015
International Business and Global Economics
Clarence Baltrusaitis Clarence Baltrusaitis's Morgan Stanley Experience December 2004 - July 2006
Job CEO at NET Credit Union
Industry Financial Services
Experience
NET Credit Union August 2015 - Present
NET Federal Credit Union August 2014 - Present
NET Federal Credit Union July 2013 - August 2014
Penn East Federal Credit Union July 2006 - June 2013
Morgan Stanley December 2004 - July 2006
Procter & Gamble April 1996 - December 2004
Skills
Portfolio Management, Financial Accounting, Account Reconciliation, Cost Analysis, Expense Management, Department Management, Cost Benefit, Mergers & Acquisitions, Financial Modeling, Banking, Budgets, Cost Accounting, Management, Analysis, Accounting, Internal Controls, Investments, Cash Management, Executive Management, Strategic Planning, Credit Unions, Finance, Risk Management, Internal Audit, Financial Reporting, Project Management, Financial Statements, Auditing, Financial Analysis
Education
Keystone College 2001 — 2004
Bachelor of Science, Accounting, Magna Cum Laude
NET Credit Union August 2015 - Present
NET Federal Credit Union August 2014 - Present
NET Federal Credit Union July 2013 - August 2014
Penn East Federal Credit Union July 2006 - June 2013
Morgan Stanley December 2004 - July 2006
Procter & Gamble April 1996 - December 2004
Skills
Portfolio Management, Financial Accounting, Account Reconciliation, Cost Analysis, Expense Management, Department Management, Cost Benefit, Mergers & Acquisitions, Financial Modeling, Banking, Budgets, Cost Accounting, Management, Analysis, Accounting, Internal Controls, Investments, Cash Management, Executive Management, Strategic Planning, Credit Unions, Finance, Risk Management, Internal Audit, Financial Reporting, Project Management, Financial Statements, Auditing, Financial Analysis
Education
Keystone College 2001 — 2004
Bachelor of Science, Accounting, Magna Cum Laude
Dylan McGuire, CFA Dylan McGuire, CFA's Morgan Stanley Experience August 2013 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Barclays Capital May 2012 - August 2012
Celestica December 2008 - August 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Strategic Financial..., Mergers & Acquisitions, Leveraged Finance, Financial Services, Investment Banking, Accounting, Equities, Financial Planning
Education
Rotman School of Management 2011 — 2013
MBA
Københavns Universitet 2008 — 2008
Finance/Economics
Western University 2004 — 2008
BMOS, Finance
Morgan Stanley August 2013 - Present
Barclays Capital May 2012 - August 2012
Celestica December 2008 - August 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Strategic Financial..., Mergers & Acquisitions, Leveraged Finance, Financial Services, Investment Banking, Accounting, Equities, Financial Planning
Education
Rotman School of Management 2011 — 2013
MBA
Københavns Universitet 2008 — 2008
Finance/Economics
Western University 2004 — 2008
BMOS, Finance
Jacob Dienelt's Morgan Stanley Experience November 2006 - April 2015
Job Ledger Architect, Patron of the Arts, a Modern Artful Dodger
Industry Financial Services
Experience
itBit May 2015 - Present
The Factom Foundation April 2015 - Present
Immutable Data Partners August 2014 - Present
The Savage Family Ranch December 2014 - September 2015
Morgan Stanley November 2006 - April 2015
Advantage Properties January 2004 - March 2006
Skills
Equities, Investments, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Series 7, Series 63, Wealth Management, Asset Allocation, Securities, Financial Markets, Financial Services, Wealth Management..., Derivatives, Trading, Investment Strategies, Options, Capital Markets, Financial Advisory, Investment Management, Equity Research, Bonds, Mutual Funds, Economics, Due Diligence, Alternative Investments, Investment Advisory, Private Banking, Equity Valuation, Retirement Planning, Emerging Markets, 401k, Strategic Financial..., Relationship Management, Financial Risk, Banking, ETFs, Finance, Credit, Valuation, Equity Derivatives, Loans, Cash Management, Wealth, Technical Analysis, Business Analysis, Foreign Exchange, Equity Trading, Investor Relations
Education
C4 2015 — 2015
Certified Bitcoin Professional
Kenyon College 1999 — 2003
Game Theory, Game Theory, 3.2 GPA
itBit May 2015 - Present
The Factom Foundation April 2015 - Present
Immutable Data Partners August 2014 - Present
The Savage Family Ranch December 2014 - September 2015
Morgan Stanley November 2006 - April 2015
Advantage Properties January 2004 - March 2006
Skills
Equities, Investments, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Series 7, Series 63, Wealth Management, Asset Allocation, Securities, Financial Markets, Financial Services, Wealth Management..., Derivatives, Trading, Investment Strategies, Options, Capital Markets, Financial Advisory, Investment Management, Equity Research, Bonds, Mutual Funds, Economics, Due Diligence, Alternative Investments, Investment Advisory, Private Banking, Equity Valuation, Retirement Planning, Emerging Markets, 401k, Strategic Financial..., Relationship Management, Financial Risk, Banking, ETFs, Finance, Credit, Valuation, Equity Derivatives, Loans, Cash Management, Wealth, Technical Analysis, Business Analysis, Foreign Exchange, Equity Trading, Investor Relations
Education
C4 2015 — 2015
Certified Bitcoin Professional
Kenyon College 1999 — 2003
Game Theory, Game Theory, 3.2 GPA
Yoonjung Yoonie Joo Yoonjung Yoonie Joo's Morgan Stanley Experience March 2009 - August 2009
Job PhD Candidate at Northwestern University
Industry Biotechnology
Experience
Northwestern University, Feinberg School of Medicine September 2014 - Present
Northwestern University, Feinberg School of Medicine January 2012 - December 2013
Bain & Company September 2012 - December 2012
Seoul National University, Nano-Bioscience Lab June 2012 - September 2012
The Bank of Korea March 2011 - June 2011
Cosmetic Companies March 2010 - June 2011
Korea University, Functional Genomics Lab March 2010 - December 2010
Seegene Inc. (Molecular diagnostic company) January 2010 - February 2010
Morgan Stanley March 2009 - August 2009
Skills
Biotechnology, Strategy, Data Analysis, Strategic Planning, Molecular Biology, Cell Culture, Western Blotting, Gel Electrophoresis, Lifesciences, Cell Biology, Molecular Cloning, PCR, RT-PCR, qPCR, Transfection, Skin biology, Genetics, Big Data, Bioinformatics, Healthcare Consulting, Business Strategy, Pharmaceutical Industry
Education
Northwestern University 2011 — 2013
Master of Science (M.S.)
Korea University 2006 — 2011
Bachelor of Science (B.S.)
University of California, Davis 2008 — 2009
International Exchange Student
Northwestern University, Feinberg School of Medicine September 2014 - Present
Northwestern University, Feinberg School of Medicine January 2012 - December 2013
Bain & Company September 2012 - December 2012
Seoul National University, Nano-Bioscience Lab June 2012 - September 2012
The Bank of Korea March 2011 - June 2011
Cosmetic Companies March 2010 - June 2011
Korea University, Functional Genomics Lab March 2010 - December 2010
Seegene Inc. (Molecular diagnostic company) January 2010 - February 2010
Morgan Stanley March 2009 - August 2009
Skills
Biotechnology, Strategy, Data Analysis, Strategic Planning, Molecular Biology, Cell Culture, Western Blotting, Gel Electrophoresis, Lifesciences, Cell Biology, Molecular Cloning, PCR, RT-PCR, qPCR, Transfection, Skin biology, Genetics, Big Data, Bioinformatics, Healthcare Consulting, Business Strategy, Pharmaceutical Industry
Education
Northwestern University 2011 — 2013
Master of Science (M.S.)
Korea University 2006 — 2011
Bachelor of Science (B.S.)
University of California, Davis 2008 — 2009
International Exchange Student
Anna Freszals's Morgan Stanley Experience September 2006 - August 2007
Job Real Estate Agent
Industry Real Estate
Experience
Sotheby's International Realty January 2015 - Present
AFW June 2011 - January 2015
Leapfrogab September 2010 - April 2011
Swedbank October 2007 - March 2010
Morgan Stanley September 2006 - August 2007
Swedbank June 2005 - May 2006
Skills
Coaching, Leadership Development, Management Consulting, Executive Coaching, Succession Planning, Organizational..., Performance Management, Personal Development
Education
Kyung Hee University
Korean Language Program
London Guildhall University
Political Science
Lunds universitet / Lund University
Master's Degree, Communication
Stockholms universitet / Stockholm University
Undergraduate, Political Science
Sotheby's International Realty January 2015 - Present
AFW June 2011 - January 2015
Leapfrogab September 2010 - April 2011
Swedbank October 2007 - March 2010
Morgan Stanley September 2006 - August 2007
Swedbank June 2005 - May 2006
Skills
Coaching, Leadership Development, Management Consulting, Executive Coaching, Succession Planning, Organizational..., Performance Management, Personal Development
Education
Kyung Hee University
Korean Language Program
London Guildhall University
Political Science
Lunds universitet / Lund University
Master's Degree, Communication
Stockholms universitet / Stockholm University
Undergraduate, Political Science
Adam Greenwald's Morgan Stanley Experience September 2008 - April 2010
Job Founder at LaunchableMedia
Industry Media Production
Experience
LaunchableMedia, LLC November 2013 - Present
Edelman August 2011 - 2014
Ogilvy & Mather April 2010 - August 2011
Morgan Stanley September 2008 - April 2010
Skills
Entrepreneurship, Social Media, Journalism, Content Writing, Social Media Marketing, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Management, Excel, Customer Relations, Operations Management, Social Networking, Start-ups, Digital Marketing, Microsoft Office, Event Planning, Content Strategy, Leadership
Education
Lafayette College 2004 — 2008
Bachelor of Arts, Economics and Business
Lafayette College 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
LaunchableMedia, LLC November 2013 - Present
Edelman August 2011 - 2014
Ogilvy & Mather April 2010 - August 2011
Morgan Stanley September 2008 - April 2010
Skills
Entrepreneurship, Social Media, Journalism, Content Writing, Social Media Marketing, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Management, Excel, Customer Relations, Operations Management, Social Networking, Start-ups, Digital Marketing, Microsoft Office, Event Planning, Content Strategy, Leadership
Education
Lafayette College 2004 — 2008
Bachelor of Arts, Economics and Business
Lafayette College 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Tina Vieregg's Morgan Stanley Experience July 1994 - July 1999
Job Providing Investment Advisory Solutions at Gries Financial LLC
Industry Financial Services
Experience
Gries Financial January 2003 - Present
Morgan Stanley July 1994 - July 1999
Skills
Asset Allocation, Alternative Investments, Investments, Investment Management, Financial Services, Equities, Series 7, Wealth Management, Strategy, Trading, Process Improvement, Finance, Portfolio Management, Due Diligence, Mutual Funds, Asset Management, Management, Financial Advisory, Investor Relations, High Net Worth..., New Business Development
Education
Kent State University 1987 — 1991
Bachelor of Business Administration, Finance
Gries Financial January 2003 - Present
Morgan Stanley July 1994 - July 1999
Skills
Asset Allocation, Alternative Investments, Investments, Investment Management, Financial Services, Equities, Series 7, Wealth Management, Strategy, Trading, Process Improvement, Finance, Portfolio Management, Due Diligence, Mutual Funds, Asset Management, Management, Financial Advisory, Investor Relations, High Net Worth..., New Business Development
Education
Kent State University 1987 — 1991
Bachelor of Business Administration, Finance
Cassandra (Logue) Queen Cassandra (Logue) Queen's Morgan Stanley Experience January 2008 - April 2008
Job Client Services at Compass Ion Advisors, LLC
Industry Financial Services
Experience
Stella & Dot 2014 - Present
Compass Ion Advisors, LLC June 2010 - Present
Complete Investment Management May 2008 - June 2010
Morgan Stanley January 2008 - April 2008
Morgan Stanley January 2007 - December 2007
Newtown Athletic Club June 2006 - December 2006
Skills
Investments, Strategic Financial..., Microsoft Excel, Asset Managment, Financial Services, PowerPoint, Financial Planners, Wealth Management, Investment Advisory, Microsoft Word, Insurance, Mutual Funds, Relationship Management, Alternative Investments, Event Planning, Data Analysis, Outlook, Leadership, Employee Benefits, Fundraising
Education
La Salle University 2003 — 2007
Bachelors of Science in Business Administration, Finance and Education
Stella & Dot 2014 - Present
Compass Ion Advisors, LLC June 2010 - Present
Complete Investment Management May 2008 - June 2010
Morgan Stanley January 2008 - April 2008
Morgan Stanley January 2007 - December 2007
Newtown Athletic Club June 2006 - December 2006
Skills
Investments, Strategic Financial..., Microsoft Excel, Asset Managment, Financial Services, PowerPoint, Financial Planners, Wealth Management, Investment Advisory, Microsoft Word, Insurance, Mutual Funds, Relationship Management, Alternative Investments, Event Planning, Data Analysis, Outlook, Leadership, Employee Benefits, Fundraising
Education
La Salle University 2003 — 2007
Bachelors of Science in Business Administration, Finance and Education
Nicholas Anastasakis Nicholas Anastasakis's Morgan Stanley Experience June 2002 - June 2003
Job Portfolio Manager, Investment Advisor, Small Business Owner, SVP, CCO
Industry Investment Management
Experience
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Questar Capital Corporation February 2004 - July 2007
Morgan Stanley June 2002 - June 2003
Skills
401k Rollovers, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Series 7, ETFs, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Trading, IRAs, Fixed Annuities, Finance, Securities, Management, Retirement Planning, Technical Analysis, Stocks, Money Management, Separately Managed..., Unified Managed Accounts, Small Business, Dividends, Asset Management, Financial Planning, Financial Services, Financial Advisory, Series 63, 401k, Equities, Financial Analysis, Retirement, Wealth, Fixed Income, Estate Planning, Risk Management
Education
Kent State University 1998 — 2002
Bachelor of Business Administration, Finance, Marketing
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Questar Capital Corporation February 2004 - July 2007
Morgan Stanley June 2002 - June 2003
Skills
401k Rollovers, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Series 7, ETFs, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Trading, IRAs, Fixed Annuities, Finance, Securities, Management, Retirement Planning, Technical Analysis, Stocks, Money Management, Separately Managed..., Unified Managed Accounts, Small Business, Dividends, Asset Management, Financial Planning, Financial Services, Financial Advisory, Series 63, 401k, Equities, Financial Analysis, Retirement, Wealth, Fixed Income, Estate Planning, Risk Management
Education
Kent State University 1998 — 2002
Bachelor of Business Administration, Finance, Marketing
Matthew Personette Matthew Personette's Morgan Stanley Experience May 2012 - December 2013
Job Senior Investment Executive at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store March 2015 - Present
National Securities January 2014 - March 2015
Morgan Stanley May 2012 - December 2013
Prudential Real Estate April 2003 - April 2012
Kenneth Young Center August 1999 - March 2003
Northern Illinois University August 1998 - August 1999
Education
Northern Illinois University 1997 — 1999
BA, Communications
Kishwaukee College 1994 — 1997
Associate's Degree
The Mutual Fund Store March 2015 - Present
National Securities January 2014 - March 2015
Morgan Stanley May 2012 - December 2013
Prudential Real Estate April 2003 - April 2012
Kenneth Young Center August 1999 - March 2003
Northern Illinois University August 1998 - August 1999
Education
Northern Illinois University 1997 — 1999
BA, Communications
Kishwaukee College 1994 — 1997
Associate's Degree
Julian DeStephano's Morgan Stanley Experience March 2015 - Present
Job Commodities Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley October 2013 - March 2015
Morgan Stanley June 2013 - November 2013
Flickinger & Co., LLC December 2012 - May 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Public Speaking, Customer Service, QuickBooks, Tax Returns, Sales, Social Media, Facebook, Team Building, Social Networking, Outlook, Research, Resume Writing, Operational Efficiency, Energy, Middle Office, Derivatives, Commodity, Operational Risk..., Team Leadership, Settlement, Operational Streamlining, Non-profit Volunteer, Management, Fixed Income, 1120S, Fixed Asset CS, Accounting CS, QuickBooks Online, UltraTax, Spreadsheets, Financial Analysis, Business Planning, Practice CS, Finance, Leadership, Accounting, Risk Management
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.1
Morgan Stanley March 2015 - Present
Morgan Stanley October 2013 - March 2015
Morgan Stanley June 2013 - November 2013
Flickinger & Co., LLC December 2012 - May 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Public Speaking, Customer Service, QuickBooks, Tax Returns, Sales, Social Media, Facebook, Team Building, Social Networking, Outlook, Research, Resume Writing, Operational Efficiency, Energy, Middle Office, Derivatives, Commodity, Operational Risk..., Team Leadership, Settlement, Operational Streamlining, Non-profit Volunteer, Management, Fixed Income, 1120S, Fixed Asset CS, Accounting CS, QuickBooks Online, UltraTax, Spreadsheets, Financial Analysis, Business Planning, Practice CS, Finance, Leadership, Accounting, Risk Management
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.1
John Zolidis John Zolidis's Morgan Stanley Experience 1996 - 1999
Job Equity Analyst, Consumer Sector
Industry Capital Markets
Experience
Buckingham Capital Management, Inc. February 2014 - April 2015
Buckingham Research Group October 2001 - February 2014
Sidoti & Company, LLC 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Conversational French, Equity Research, Financial Analysis, Equity Valuation, Equities, Valuation, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Asset Management, Investment Banking, Corporate Finance, Retail, French
Education
Kenyon College 1991 — 1995
BA, Philosophy
Mansfield College, University of Oxford 1993 — 1994
Philosophy & German Literature
Janesville Craig High School
Diploma
Buckingham Capital Management, Inc. February 2014 - April 2015
Buckingham Research Group October 2001 - February 2014
Sidoti & Company, LLC 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Conversational French, Equity Research, Financial Analysis, Equity Valuation, Equities, Valuation, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Asset Management, Investment Banking, Corporate Finance, Retail, French
Education
Kenyon College 1991 — 1995
BA, Philosophy
Mansfield College, University of Oxford 1993 — 1994
Philosophy & German Literature
Janesville Craig High School
Diploma
Thomas Baldwin Thomas Baldwin's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - Present
Deutsche Bank Securities June 2010 - August 2010
The Nielsen Company March 2008 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Strategy, Financial Analysis, Corporate Finance, Mergers, Equities, Capital Markets, Banking, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Kenyon College 2000 — 2004
BA, Political Science
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - Present
Deutsche Bank Securities June 2010 - August 2010
The Nielsen Company March 2008 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Strategy, Financial Analysis, Corporate Finance, Mergers, Equities, Capital Markets, Banking, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Kenyon College 2000 — 2004
BA, Political Science
Rob Sherman Rob Sherman's Morgan Stanley Experience March 2013 - Present
Job Vice President Network Voice Architecture at Morgan Stanley
Industry Computer Networking
Experience
Morgan Stanley March 2013 - Present
North Shore-LIJ Health System October 2012 - March 2013
Infrastructure Technologies August 2010 - October 2012
UBS Investment Bank March 1991 - August 2010
Shark Financial January 1986 - March 1991
Skills
Data Center, Vendor Management, Disaster Recovery, ITIL, Infrastructure, IT Operations, Service Delivery, Incident Management, IT Strategy, IT Management, IT Service Management, Managed Services
Education
Kingsborough Community College 1981 — 1983
Liberal Arts
Morgan Stanley March 2013 - Present
North Shore-LIJ Health System October 2012 - March 2013
Infrastructure Technologies August 2010 - October 2012
UBS Investment Bank March 1991 - August 2010
Shark Financial January 1986 - March 1991
Skills
Data Center, Vendor Management, Disaster Recovery, ITIL, Infrastructure, IT Operations, Service Delivery, Incident Management, IT Strategy, IT Management, IT Service Management, Managed Services
Education
Kingsborough Community College 1981 — 1983
Liberal Arts
Terry Feeney, CFP® Terry Feeney, CFP®'s Morgan Stanley Experience July 1985 - February 2012
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Morgan Stanley July 1985 - February 2012
Skills
Retirement Plan..., Investments, 401(k) Rollovers, Retirement Planning, Insurance, Finance, Investment Strategies, Asset Allocation, Risk Management, Financial Advisory, Fixed-income Strategies, Mutual Funds, Management, Alternative Investments, Securities, Wealth-preservation..., Estate Investment..., Tax-efficient Strategies, Stock Analysis, Insurance & Annuities, 529 Plans, Business Owner Planning, Business-Succession..., Deferred Compensation, Multigenerational..., Municipal Bonds, Annuities, Investment Planning
Education
Kent State University 1977 — 1981
Bachelor, Architecture
Fox Chapel High School
Wells Fargo Advisors February 2012 - Present
Morgan Stanley July 1985 - February 2012
Skills
Retirement Plan..., Investments, 401(k) Rollovers, Retirement Planning, Insurance, Finance, Investment Strategies, Asset Allocation, Risk Management, Financial Advisory, Fixed-income Strategies, Mutual Funds, Management, Alternative Investments, Securities, Wealth-preservation..., Estate Investment..., Tax-efficient Strategies, Stock Analysis, Insurance & Annuities, 529 Plans, Business Owner Planning, Business-Succession..., Deferred Compensation, Multigenerational..., Municipal Bonds, Annuities, Investment Planning
Education
Kent State University 1977 — 1981
Bachelor, Architecture
Fox Chapel High School
Ibrahim Algannas Ibrahim Algannas's Morgan Stanley Experience January 2007 - August 2009
Job Analyst, VOD at Vimeo
Industry Online Media
Experience
Vimeo June 2015 - Present
Beanstock Media August 2014 - July 2015
Onswipe January 2013 - August 2014
Onswipe January 2012 - January 2013
Brooklyn Enterprise for Science and Technology September 2010 - July 2011
Morgan Stanley January 2007 - August 2009
HSBC June 2006 - August 2006
Skills
Business Intelligence, Strategy, Business Development, Corporate Finance
Education
Polytechnic University of NYU 2009 — 2011
Masters of Science, Financial Engineering
King Fahd University of Petroleum & Minerals 2002 — 2007
Bachelors of Science, Finance
Vimeo June 2015 - Present
Beanstock Media August 2014 - July 2015
Onswipe January 2013 - August 2014
Onswipe January 2012 - January 2013
Brooklyn Enterprise for Science and Technology September 2010 - July 2011
Morgan Stanley January 2007 - August 2009
HSBC June 2006 - August 2006
Skills
Business Intelligence, Strategy, Business Development, Corporate Finance
Education
Polytechnic University of NYU 2009 — 2011
Masters of Science, Financial Engineering
King Fahd University of Petroleum & Minerals 2002 — 2007
Bachelors of Science, Finance
Marie Pfeffer Marie Pfeffer's Morgan Stanley Experience April 2013 - Present
Job Securities Lending Operations at Morgan Stanley
Industry Banking
Experience
TRUE Mentors March 2013 - Present
Morgan Stanley April 2013 - Present
JPMorgan Chase March 2012 - March 2013
ClearLend Securities, a division of Wells Fargo February 2010 - September 2011
Wells Fargo Bank - Wells Fargo Securities Lending June 2007 - February 2010
Wells Fargo Bank October 2002 - June 2007
Education
University of Wisconsin-La Crosse 2003 — 2007
BS, Finance, Accounting, Economics
La Trobe University 2005 — 2005
TRUE Mentors March 2013 - Present
Morgan Stanley April 2013 - Present
JPMorgan Chase March 2012 - March 2013
ClearLend Securities, a division of Wells Fargo February 2010 - September 2011
Wells Fargo Bank - Wells Fargo Securities Lending June 2007 - February 2010
Wells Fargo Bank October 2002 - June 2007
Education
University of Wisconsin-La Crosse 2003 — 2007
BS, Finance, Accounting, Economics
La Trobe University 2005 — 2005
Barbara Cardinal-Sorge Barbara Cardinal-Sorge's Morgan Stanley Experience 1989 - 2005
Job Vice President Investments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2005 - Present
Morgan Stanley 1989 - 2005
Lingenfelter Brill 1975 - 1986
Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Retirement, Marketing, Management, 401k, Fixed Income, Mergers & Acquisitions, Program Management, Accounting, Mutual Funds, Bonds, Securities, Estate Planning...
Education
Kent State University 1966 — 1970
Bachelor of Science in Education, Spanish, business management and psychology
Kent State University 1966 — 1970
Spanish, Psychology and Office Administration
Wells Fargo Advisors, LLC December 2005 - Present
Morgan Stanley 1989 - 2005
Lingenfelter Brill 1975 - 1986
Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Retirement, Marketing, Management, 401k, Fixed Income, Mergers & Acquisitions, Program Management, Accounting, Mutual Funds, Bonds, Securities, Estate Planning...
Education
Kent State University 1966 — 1970
Bachelor of Science in Education, Spanish, business management and psychology
Kent State University 1966 — 1970
Spanish, Psychology and Office Administration
Kelly Lynn Kelly Lynn's Morgan Stanley Experience 1996 - 2003
Job Legal Personnel Manager at Cravath, Swaine & Moore LLP
Industry Legal Services
Experience
Cravath, Swaine & Moore LLP July 2014 - Present
Davis Polk & Wardwell 2003 - 2014
Morgan Stanley 1996 - 2003
Cravath, Swaine & Moore LLP 1993 - 1996
Education
Kenyon College 1989 — 1993
New York University
Certification, Executive Coaching
Cravath, Swaine & Moore LLP July 2014 - Present
Davis Polk & Wardwell 2003 - 2014
Morgan Stanley 1996 - 2003
Cravath, Swaine & Moore LLP 1993 - 1996
Education
Kenyon College 1989 — 1993
New York University
Certification, Executive Coaching
David Sabo David Sabo's Morgan Stanley Experience December 1998 - December 2003
Job Registered Representative
Industry Financial Services
Experience
Independence Capital Company July 2009 - Present
1st Discount Brokerage June 2004 - December 2008
Morgan Stanley December 1998 - December 2003
Skills
Investments, Wealth Management, Financial Analysis, Series 7, Alternative Investments, Stocks, Securities, Bonds, Strategic Financial..., Retirement Planning, Insurance, Asset Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 63, Financial Planning, Portfolio Management, Finance, Financial Services
Education
Kent State University 1993 — 1998
Bachelor Business, Business Management - Marketing
Independence Capital Company July 2009 - Present
1st Discount Brokerage June 2004 - December 2008
Morgan Stanley December 1998 - December 2003
Skills
Investments, Wealth Management, Financial Analysis, Series 7, Alternative Investments, Stocks, Securities, Bonds, Strategic Financial..., Retirement Planning, Insurance, Asset Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 63, Financial Planning, Portfolio Management, Finance, Financial Services
Education
Kent State University 1993 — 1998
Bachelor Business, Business Management - Marketing
Akhil Mahendra's Morgan Stanley Experience September 2014 - Present
Job Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
PwC April 2014 - September 2014
Barclays Capital July 2012 - April 2014
Barclays Capital June 2011 - August 2011
US Army November 2005 - March 2010
Dura Automotive 2002 - 2005
Skills
Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Private Equity, Capital Markets, Fixed Income, Equity Research, Equities, Emerging Markets
Education
Kettering University 2010 — 2012
Bachelor of Science (B.S.), Engineering
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Morgan Stanley September 2014 - Present
PwC April 2014 - September 2014
Barclays Capital July 2012 - April 2014
Barclays Capital June 2011 - August 2011
US Army November 2005 - March 2010
Dura Automotive 2002 - 2005
Skills
Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Private Equity, Capital Markets, Fixed Income, Equity Research, Equities, Emerging Markets
Education
Kettering University 2010 — 2012
Bachelor of Science (B.S.), Engineering
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Jessica Guzzetta Jessica Guzzetta's Morgan Stanley Experience 2006 - 2008
Job Senior Business Development Manager at Usablenet
Industry Telecommunications
Experience
Usablenet January 2013 - Present
InterCall February 2010 - January 2013
IAC February 2008 - February 2010
Morgan Stanley 2006 - 2008
Skills
Salesforce.com, Account Management, Solution Selling, Cold Calling, Lead Generation, Direct Sales, Sales Process, SaaS, Sales Presentations, New Business Development, Selling, Sales Management, B2B, Sales, Strategic Partnerships, Cloud Computing, Unified Communications, Sales Operations, Contract Negotiation, Managed Services, Business Development, Channel Partners, Product Marketing, Mobile Devices, Management, Enterprise Software, CRM, Team Leadership, Professional Services, Key Account Management, Go-to-market Strategy, Telecommunications, International Sales, Customer Retention, Product Management, Strategy, Software Industry, Partner Management, Competitive Analysis, Online Marketing, Wireless, VoIP, E-commerce, Vendor Management, Building Relationships, Cross-functional Team..., Start-ups, Multi-channel Marketing, Digital Marketing, Mobile Technology
Education
Kent State University
Usablenet January 2013 - Present
InterCall February 2010 - January 2013
IAC February 2008 - February 2010
Morgan Stanley 2006 - 2008
Skills
Salesforce.com, Account Management, Solution Selling, Cold Calling, Lead Generation, Direct Sales, Sales Process, SaaS, Sales Presentations, New Business Development, Selling, Sales Management, B2B, Sales, Strategic Partnerships, Cloud Computing, Unified Communications, Sales Operations, Contract Negotiation, Managed Services, Business Development, Channel Partners, Product Marketing, Mobile Devices, Management, Enterprise Software, CRM, Team Leadership, Professional Services, Key Account Management, Go-to-market Strategy, Telecommunications, International Sales, Customer Retention, Product Management, Strategy, Software Industry, Partner Management, Competitive Analysis, Online Marketing, Wireless, VoIP, E-commerce, Vendor Management, Building Relationships, Cross-functional Team..., Start-ups, Multi-channel Marketing, Digital Marketing, Mobile Technology
Education
Kent State University
Joseph Allocco Joseph Allocco's Morgan Stanley Experience January 2013 - Present
Job Vice President / Global Head of Collaboration,Content Management, and Archiving Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley November 2011 - Present
Morgan Stanley March 2011 - November 2011
Morgan Stanley Smith Barney February 2000 - March 2011
US Navy 1996 - 2000
Skills
VB.NET, VBScript, JavaScript, Wise, MSI, InstallShield, Altiris, SMS, SQL Server, C#, Perl, PHP, ASP.NET, HTML, CSS, IIS, Windows Server, Windows, Linux, BSD, SNA, Project Engineering, Microsoft Exchange, Social Networking, Microsoft Office, Enterprise Architecture, Active Directory, IT Management, Outage Management, Operations Management, Enterprise IT..., Enterprise Management..., Market Data, SDLC, Virtualization, Integration, Disaster Recovery, Vendor Management, Visio, Microsoft SQL Server, Software Project..., Requirements Analysis, Sybase, IT Strategy
Education
The Chubb Institute 1999 — 1999
Network Engineering
US Navy - Air Traffic Control School 1996 — 1997
Air Traffic Control
Kingsborough Community College 1994 — 1996
Computer Science
Morgan Stanley January 2013 - Present
Morgan Stanley November 2011 - Present
Morgan Stanley March 2011 - November 2011
Morgan Stanley Smith Barney February 2000 - March 2011
US Navy 1996 - 2000
Skills
VB.NET, VBScript, JavaScript, Wise, MSI, InstallShield, Altiris, SMS, SQL Server, C#, Perl, PHP, ASP.NET, HTML, CSS, IIS, Windows Server, Windows, Linux, BSD, SNA, Project Engineering, Microsoft Exchange, Social Networking, Microsoft Office, Enterprise Architecture, Active Directory, IT Management, Outage Management, Operations Management, Enterprise IT..., Enterprise Management..., Market Data, SDLC, Virtualization, Integration, Disaster Recovery, Vendor Management, Visio, Microsoft SQL Server, Software Project..., Requirements Analysis, Sybase, IT Strategy
Education
The Chubb Institute 1999 — 1999
Network Engineering
US Navy - Air Traffic Control School 1996 — 1997
Air Traffic Control
Kingsborough Community College 1994 — 1996
Computer Science
Ashley Matty Ashley Matty's Morgan Stanley Experience 2002 - 2002
Job Merchant at Tween Brands
Industry Retail
Experience
Tween Brands November 2014 - Present
Limited Brands-La Senza January 2012 - November 2014
EXPRESS June 2010 - December 2011
JW International December 2009 - July 2010
Abercrombie & Fitch March 2008 - July 2009
Soma Intimates/Chicos FAS May 2006 - March 2008
Soma Intimates/Chicos FAS, Inc. November 2004 - May 2006
Victoria's Secret/Limited Brands 2002 - 2004
Morgan Stanley 2002 - 2002
Skills
Competitive Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2004
Bachelor of Science, Marketing
Kent State University 2000 — 2002
Fashion Merchandising
Tween Brands November 2014 - Present
Limited Brands-La Senza January 2012 - November 2014
EXPRESS June 2010 - December 2011
JW International December 2009 - July 2010
Abercrombie & Fitch March 2008 - July 2009
Soma Intimates/Chicos FAS May 2006 - March 2008
Soma Intimates/Chicos FAS, Inc. November 2004 - May 2006
Victoria's Secret/Limited Brands 2002 - 2004
Morgan Stanley 2002 - 2002
Skills
Competitive Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2004
Bachelor of Science, Marketing
Kent State University 2000 — 2002
Fashion Merchandising
Greg Wommer Greg Wommer's Morgan Stanley Experience November 2012 - July 2013
Job MBA Candidate in Supply Chain/Finance at Penn State University
Industry Logistics and Supply Chain
Experience
Penn State University August 2013 - Present
Morgan Stanley November 2012 - July 2013
Teach for America May 2012 - October 2012
La Salle University January 2010 - May 2012
Johnson & Johnson June 2011 - January 2012
American Bakers Association June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Finance, Financial Analysis, Statistics, Research, Analysis, Client Relationships, Presentations, Stata, SAS
Education
Penn State University 2013 — 2015
Master’s Degree
La Salle University 2008 — 2012
Bachelors of Science
Archbishop Ryan High School
Penn State Smeal MBA Program 2015 — 2017
Master of Business Administration (M.B.A.)
Penn State University August 2013 - Present
Morgan Stanley November 2012 - July 2013
Teach for America May 2012 - October 2012
La Salle University January 2010 - May 2012
Johnson & Johnson June 2011 - January 2012
American Bakers Association June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Finance, Financial Analysis, Statistics, Research, Analysis, Client Relationships, Presentations, Stata, SAS
Education
Penn State University 2013 — 2015
Master’s Degree
La Salle University 2008 — 2012
Bachelors of Science
Archbishop Ryan High School
Penn State Smeal MBA Program 2015 — 2017
Master of Business Administration (M.B.A.)
Andrew Weber Andrew Weber's Morgan Stanley Experience September 2009 - November 2009
Job AVP at Makosi Consulting
Industry Investment Management
Experience
Makosi Consulting March 2015 - Present
E*TRADE Financial November 2011 - March 2015
The Bank of Montreal January 2011 - November 2011
JPMorgan Chase December 2009 - October 2010
Morgan Stanley September 2009 - November 2009
Rockit Solutions LLC January 2009 - June 2009
Axiom Capital Management September 2003 - June 2008
Skills
Business Analysis, Investments, Trading, Portfolio Management, Finance, Capital Markets, Equities, Financial Modeling, Vendor Management, Financial Analysis, Management, Fixed Income, Corporate Actions, Valuation, Corporate Finance, Derivatives, Risk Management, Financial Services, Strategic Financial...
Education
Pace University - Lubin School of Business 2003 — 2005
Master's of Business Administration, Financial Management
King's College 1999 — 2003
Bachelor of Arts Degree, Mass Communications/Media Technologies and Financial Management
Makosi Consulting March 2015 - Present
E*TRADE Financial November 2011 - March 2015
The Bank of Montreal January 2011 - November 2011
JPMorgan Chase December 2009 - October 2010
Morgan Stanley September 2009 - November 2009
Rockit Solutions LLC January 2009 - June 2009
Axiom Capital Management September 2003 - June 2008
Skills
Business Analysis, Investments, Trading, Portfolio Management, Finance, Capital Markets, Equities, Financial Modeling, Vendor Management, Financial Analysis, Management, Fixed Income, Corporate Actions, Valuation, Corporate Finance, Derivatives, Risk Management, Financial Services, Strategic Financial...
Education
Pace University - Lubin School of Business 2003 — 2005
Master's of Business Administration, Financial Management
King's College 1999 — 2003
Bachelor of Arts Degree, Mass Communications/Media Technologies and Financial Management
Robert Ross's Morgan Stanley Experience 1985 - 1989
Job
Industry Financial Services
Experience
Robert W. Baird & Co. 2010 - 2014
Harris Bank 2006 - 2010
Northern Trust Company 1989 - 2006
Morgan Stanley 1985 - 1989
Northern Trust Company 1971 - 1985
Skills
Investments, Wealth Management, Financial Services, Banking, Leadership, Portfolio Management, Finance, Management, Investment Management, CRM, New Business Development, Private Banking, Strategic Financial..., Sales, Investment Advisory, Financial Analysis, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Wealth Management..., Securities, Equities, Executive Management, Wealth Preservation...
Education
The University of Chicago - Booth School of Business 1972 — 1977
MBA
Kent State University 1965 — 1970
BBA, Marketing
Alliance High School 1962 — 1965
high school
Robert W. Baird & Co. 2010 - 2014
Harris Bank 2006 - 2010
Northern Trust Company 1989 - 2006
Morgan Stanley 1985 - 1989
Northern Trust Company 1971 - 1985
Skills
Investments, Wealth Management, Financial Services, Banking, Leadership, Portfolio Management, Finance, Management, Investment Management, CRM, New Business Development, Private Banking, Strategic Financial..., Sales, Investment Advisory, Financial Analysis, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Wealth Management..., Securities, Equities, Executive Management, Wealth Preservation...
Education
The University of Chicago - Booth School of Business 1972 — 1977
MBA
Kent State University 1965 — 1970
BBA, Marketing
Alliance High School 1962 — 1965
high school
JJ Olszowy's Morgan Stanley Experience March 2004 - December 2004
Job Senior Vice President at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
TJ Hanratty's Morgan Stanley Experience 1995 - 1999
Job Asst. Professor/Director of Online Programs at Endicott College
Industry Defense & Space
Experience
Endicott College July 2009 - Present
L-3 Communications Henschel June 2006 - June 2009
Northrop Grumman Mission Systems 2002 - 2006
American Management Systems 2000 - 2001
TechnologyEvaluation.com 1999 - 2000
Morgan Stanley 1995 - 1999
Skills
Program Management, Project Management, Earned Value Management, Proposal Writing, Process Improvement, Cross-functional Team..., Government, Training, Military, Project Planning, Research, Six Sigma, Risk Management, Requirements Analysis, Contract Management, PMP, Analysis, Operations Management, Leadership, MS Project, Management Consulting, Integration, Budgets, Team Building, Process Scheduler, Social Media, Nonprofits, Data Analysis, Strategic Planning, Management, Higher Education, Educational Leadership
Education
Wilkes University 1994 — 1998
MBA, International Business
King's College 1989 — 1993
BS, International Business
Endicott College July 2009 - Present
L-3 Communications Henschel June 2006 - June 2009
Northrop Grumman Mission Systems 2002 - 2006
American Management Systems 2000 - 2001
TechnologyEvaluation.com 1999 - 2000
Morgan Stanley 1995 - 1999
Skills
Program Management, Project Management, Earned Value Management, Proposal Writing, Process Improvement, Cross-functional Team..., Government, Training, Military, Project Planning, Research, Six Sigma, Risk Management, Requirements Analysis, Contract Management, PMP, Analysis, Operations Management, Leadership, MS Project, Management Consulting, Integration, Budgets, Team Building, Process Scheduler, Social Media, Nonprofits, Data Analysis, Strategic Planning, Management, Higher Education, Educational Leadership
Education
Wilkes University 1994 — 1998
MBA, International Business
King's College 1989 — 1993
BS, International Business
Irina Malinskaya's Morgan Stanley Experience 1998 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Advanced Psychiatric PC 2008 - Present
Morgan Stanley 1998 - 2007
Skills
Management, Project Management, Vendor Management, SDLC, PMO, IT Strategy, Requirements Analysis, Business Analysis, Strategic Planning, Mainframe, ITIL, Sybase, PeopleSoft, Program Management, Leadership, Market Data, Disaster Recovery
Education
Kyiv Engineering Technical Institute
Advanced Psychiatric PC 2008 - Present
Morgan Stanley 1998 - 2007
Skills
Management, Project Management, Vendor Management, SDLC, PMO, IT Strategy, Requirements Analysis, Business Analysis, Strategic Planning, Mainframe, ITIL, Sybase, PeopleSoft, Program Management, Leadership, Market Data, Disaster Recovery
Education
Kyiv Engineering Technical Institute
Avnish Soni's Morgan Stanley Experience June 1999 - November 2004
Job Quant Derivatives Technology Tactical Application Development
Industry Computer Software
Experience
Nomura September 2010 - Present
Nomura October 2008 - February 2011
Lehman Brothers September 2007 - October 2008
Barclays Capital March 2007 - September 2007
JP Morgan Chase November 2004 - March 2007
Morgan Stanley June 1999 - November 2004
Skills
Derivatives, Software Development, Trading Systems, Sybase, Market Data, Equity Derivatives, Investment Banking, Fixed Income, Equities, VBA
Education
King's College London 1993 — 1996
BSc, Mathematics & Computer Science
Worthing Sixth Forn College 1991 — 1993
A'Levels
Angmering High School 1987 — 1991
Nomura September 2010 - Present
Nomura October 2008 - February 2011
Lehman Brothers September 2007 - October 2008
Barclays Capital March 2007 - September 2007
JP Morgan Chase November 2004 - March 2007
Morgan Stanley June 1999 - November 2004
Skills
Derivatives, Software Development, Trading Systems, Sybase, Market Data, Equity Derivatives, Investment Banking, Fixed Income, Equities, VBA
Education
King's College London 1993 — 1996
BSc, Mathematics & Computer Science
Worthing Sixth Forn College 1991 — 1993
A'Levels
Angmering High School 1987 — 1991
Jeffrey Proctor's Morgan Stanley Experience October 2007 - June 2010
Job Head of MBS Trade Support at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland March 2015 - Present
Royal Bank of Scotland June 2012 - February 2015
RBS Greenwich Capital June 2010 - May 2012
Morgan Stanley October 2007 - June 2010
Argent Mortgage Company January 2003 - May 2007
Wachovia February 2001 - March 2002
Skills
Fixed Income, Finance, Loans, Mortgage Lending, Trading, Insurance, Settlement, Banking, Capital Markets, Bloomberg, Credit, Investment Banking, Financial Advisory, Credit Analysis, Commercial Lending, Financial Services, Risk Management, Operational Risk, Mortgage Banking, Middle Office, MBS, Operational Risk...
Education
Kutztown University of Pennsylvania 1996 — 1999
BS, Public Administration
Royal Bank of Scotland March 2015 - Present
Royal Bank of Scotland June 2012 - February 2015
RBS Greenwich Capital June 2010 - May 2012
Morgan Stanley October 2007 - June 2010
Argent Mortgage Company January 2003 - May 2007
Wachovia February 2001 - March 2002
Skills
Fixed Income, Finance, Loans, Mortgage Lending, Trading, Insurance, Settlement, Banking, Capital Markets, Bloomberg, Credit, Investment Banking, Financial Advisory, Credit Analysis, Commercial Lending, Financial Services, Risk Management, Operational Risk, Mortgage Banking, Middle Office, MBS, Operational Risk...
Education
Kutztown University of Pennsylvania 1996 — 1999
BS, Public Administration
Lane Hart's Morgan Stanley Experience May 1998 - October 2010
Job Data Management professional with leadership skills, modeling expertise and ability to communicate effectively.
Industry Information Technology and Services
Experience
Great-West Financial October 2014 - Present
J.P. Morgan Retirement Plan Services September 2010 - September 2014
Morgan Stanley May 1998 - October 2010
CNA Insurance September 1995 - October 1997
ComEd January 1985 - January 1995
Skills
SDLC, Fixed Income, Process Improvement, Business Analysis, IT Strategy, Business Intelligence, Portfolio Management, Vendor Management, Asset Management, Data Warehousing, Risk Management, Software Development, Change Management, CRM, Financial Services, PMO, Requirements Gathering, Software Documentation, Analytics, Business Process..., Visio, Program Management, Disaster Recovery, Project Portfolio..., Analysis, Leadership, Enterprise Architecture, Software Project..., Requirements Analysis, Business Process, PMP, Management
Education
University of Illinois at Chicago 1993 — 1997
MA, History
Syracuse University 1982 — 1984
M.S., Information Resources Management
Knox College 1975 — 1979
BA, International Relations
Wilde Lake High School 1971 — 1975
Great-West Financial October 2014 - Present
J.P. Morgan Retirement Plan Services September 2010 - September 2014
Morgan Stanley May 1998 - October 2010
CNA Insurance September 1995 - October 1997
ComEd January 1985 - January 1995
Skills
SDLC, Fixed Income, Process Improvement, Business Analysis, IT Strategy, Business Intelligence, Portfolio Management, Vendor Management, Asset Management, Data Warehousing, Risk Management, Software Development, Change Management, CRM, Financial Services, PMO, Requirements Gathering, Software Documentation, Analytics, Business Process..., Visio, Program Management, Disaster Recovery, Project Portfolio..., Analysis, Leadership, Enterprise Architecture, Software Project..., Requirements Analysis, Business Process, PMP, Management
Education
University of Illinois at Chicago 1993 — 1997
MA, History
Syracuse University 1982 — 1984
M.S., Information Resources Management
Knox College 1975 — 1979
BA, International Relations
Wilde Lake High School 1971 — 1975
Yordanos Tela's Morgan Stanley Experience 2003 - 2004
Job IT Business Systems Analyst at Presby's Inspired Life
Industry Hospital & Health Care
Experience
Presby's Inspired Life September 2013 - Present
Presby's Inspired Life October 2006 - January 2013
Morgan Stanley 2003 - 2004
Skills
Project Execution, Construction Management, MS Office Suite, Project Management, Strategic Planning, Microsoft Office, Healthcare, Team Building, Training, Employee Relations, Budgets, Leadership, Healthcare Management, Management, Healthcare Information..., Leadership Development, Nonprofits, Policy, Human Resources, Public Speaking, Fundraising, Organizational..., Program Development, Program Management
Education
Strayer University
Master's degree, Public Administration
La Salle University 2000 — 2003
Bachelor of Science, Political Science & Economics
Presby's Inspired Life September 2013 - Present
Presby's Inspired Life October 2006 - January 2013
Morgan Stanley 2003 - 2004
Skills
Project Execution, Construction Management, MS Office Suite, Project Management, Strategic Planning, Microsoft Office, Healthcare, Team Building, Training, Employee Relations, Budgets, Leadership, Healthcare Management, Management, Healthcare Information..., Leadership Development, Nonprofits, Policy, Human Resources, Public Speaking, Fundraising, Organizational..., Program Development, Program Management
Education
Strayer University
Master's degree, Public Administration
La Salle University 2000 — 2003
Bachelor of Science, Political Science & Economics
Ritesh Goel's Morgan Stanley Experience 2004 - 2007
Job VP Global Execution Services BNP Paribas
Industry Computer Software
Experience
BNP Paribas March 2010 - Present
Finsoft Consultants October 2007 - March 2010
Morgan Stanley 2004 - 2007
Tata Consultancy Services 2001 - 2007
Skills
Trading Systems, Electronic Trading, Sybase
Education
Kurukshetra University 1997 — 2001
Computer Science
BNP Paribas March 2010 - Present
Finsoft Consultants October 2007 - March 2010
Morgan Stanley 2004 - 2007
Tata Consultancy Services 2001 - 2007
Skills
Trading Systems, Electronic Trading, Sybase
Education
Kurukshetra University 1997 — 2001
Computer Science
Terry Silverman's Morgan Stanley Experience December 2007 - Present
Job Executive Assistant at Morgan Stanley
Industry Textiles
Experience
Morgan Stanley December 2007 - Present
Arlee Home Fashions April 1991 - July 2007
Skills
Calendaring, Administrative..., PowerPoint, Event Planning, Calendars, Concur, Office Management, Spreadsheets, Executive Support, Expense Management, Diary Management, Expenses, Expense Reports, Invoice Processing, Meeting Planning
Education
Kingsborough Community College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
131, montauk, fdr
Morgan Stanley December 2007 - Present
Arlee Home Fashions April 1991 - July 2007
Skills
Calendaring, Administrative..., PowerPoint, Event Planning, Calendars, Concur, Office Management, Spreadsheets, Executive Support, Expense Management, Diary Management, Expenses, Expense Reports, Invoice Processing, Meeting Planning
Education
Kingsborough Community College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
131, montauk, fdr
Peter Belton's Morgan Stanley Experience 1986 - 1988
Job Managing Member, Prime Mover Capital
Industry Investment Management
Experience
Prime Mover Capital October 2006 - Present
Crabbe Huson 1997 - 2002
Capital Management Associates 1993 - 1997
Tiger Management 1988 - 1990
Morgan Stanley 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Kenyon College 1982 — 1986
BA, Economics
Prime Mover Capital October 2006 - Present
Crabbe Huson 1997 - 2002
Capital Management Associates 1993 - 1997
Tiger Management 1988 - 1990
Morgan Stanley 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Kenyon College 1982 — 1986
BA, Economics
Sergey Ishin's Morgan Stanley Experience May 2011 - September 2014
Job Senior Software Engineer at FactSet
Industry Information Technology and Services
Experience
FactSet October 2014 - Present
Morgan Stanley May 2011 - September 2014
Bloomberg December 2008 - March 2010
UBS AG March 2007 - May 2008
Thales Fund Management LLC June 2000 - February 2007
Creative Systems Design Inc. February 1999 - May 2000
Glushkov Institute of Cybernetics NAS Ukraine September 1995 - June 1998
Skills
C++, Linux, Python, FIX protocol, Platform Symphony, Cross-platform..., Grid Computing, Parallel Computing, Distributed Systems, Java, SQL, Unix, Multithreading, Low Latency, Market Data, Software Design
Education
Kyiv National Taras Shevchenko University 1992 — 1997
MS, Computer Science, Cybernetic, Mathematics
FactSet October 2014 - Present
Morgan Stanley May 2011 - September 2014
Bloomberg December 2008 - March 2010
UBS AG March 2007 - May 2008
Thales Fund Management LLC June 2000 - February 2007
Creative Systems Design Inc. February 1999 - May 2000
Glushkov Institute of Cybernetics NAS Ukraine September 1995 - June 1998
Skills
C++, Linux, Python, FIX protocol, Platform Symphony, Cross-platform..., Grid Computing, Parallel Computing, Distributed Systems, Java, SQL, Unix, Multithreading, Low Latency, Market Data, Software Design
Education
Kyiv National Taras Shevchenko University 1992 — 1997
MS, Computer Science, Cybernetic, Mathematics
Caroline R. Robertson's Morgan Stanley Experience August 2005 - February 2008
Job Director of Development at Days End Farm Horse Rescue, Inc.
Industry Financial Services
Experience
Days End Farm Horse Rescue, Inc. February 2009 - Present
Vastardis Capital Services April 2008 - October 2008
Morgan Stanley August 2005 - February 2008
Deutsche Bank NA January 2003 - August 2005
Education
La Salle University 1994 — 1998
BA, Spanish/International Business
Days End Farm Horse Rescue, Inc. February 2009 - Present
Vastardis Capital Services April 2008 - October 2008
Morgan Stanley August 2005 - February 2008
Deutsche Bank NA January 2003 - August 2005
Education
La Salle University 1994 — 1998
BA, Spanish/International Business
Audrey Nelson's Morgan Stanley Experience November 2009 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
Davis Polk & Wardwell June 2007 - November 2009
Skills
Series 7, Series 63, Securities, Structured Products, FINRA, Equity Derivatives, Capital Markets, Derivatives
Education
Kenyon College 2003 — 2007
Economics
Morgan Stanley November 2009 - Present
Davis Polk & Wardwell June 2007 - November 2009
Skills
Series 7, Series 63, Securities, Structured Products, FINRA, Equity Derivatives, Capital Markets, Derivatives
Education
Kenyon College 2003 — 2007
Economics
Jim Downey's Morgan Stanley Experience January 1994 - January 1996
Job Senior Director Sales FXall
Industry Financial Services
Experience
FXall - A Division of Thomson Reuters October 2003 - Present
Thomson Financial December 1997 - October 2003
Advent Software January 1996 - December 1997
Morgan Stanley January 1994 - January 1996
ADP September 1985 - April 1992
Skills
FX Options, Electronic Trading, FX trading, Trading, Hedge Funds, Trading Systems, Financial Markets, Options, Equities, Banking, Securities, Foreign Exchange, Treasury Management, Capital Markets, Derivatives, Swaps, FX, Currency, Liquidity, Order Management, Market Data, Straight Through..., Financial Services, Sales, Sales Management, Sales Process, Direct Sales, Sales Presentations, International Sales, Sales Operations, Pre-sales, Salesforce.com, Technology Solutions, Enterprise Technology..., Technology Pre-Sales, High Technology Sales
Education
Kutztown University of Pennsylvania
Bachelor of Science in Business Administration, Business and Finance
Rutgers, The State University of New Jersey-Newark
MBA, Finance
FXall - A Division of Thomson Reuters October 2003 - Present
Thomson Financial December 1997 - October 2003
Advent Software January 1996 - December 1997
Morgan Stanley January 1994 - January 1996
ADP September 1985 - April 1992
Skills
FX Options, Electronic Trading, FX trading, Trading, Hedge Funds, Trading Systems, Financial Markets, Options, Equities, Banking, Securities, Foreign Exchange, Treasury Management, Capital Markets, Derivatives, Swaps, FX, Currency, Liquidity, Order Management, Market Data, Straight Through..., Financial Services, Sales, Sales Management, Sales Process, Direct Sales, Sales Presentations, International Sales, Sales Operations, Pre-sales, Salesforce.com, Technology Solutions, Enterprise Technology..., Technology Pre-Sales, High Technology Sales
Education
Kutztown University of Pennsylvania
Bachelor of Science in Business Administration, Business and Finance
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Michael Schwartzman's Morgan Stanley Experience October 1999 - Present
Job manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1999 - Present
Citibank 1997 - 1999
Citi 1997 - 1999
Skills
SDLC, Business Analysis, Risk Management, Investment Banking, Capital Markets, Financial Services, Vendor Management, IT Strategy, Portfolio Management, Equities, Fixed Income
Education
Pace University 2000 — 2003
MS/MBA, IT Management
Kyiv National University of Construction and Architecture 1991 — 1996
MS, Information Systems
Morgan Stanley October 1999 - Present
Citibank 1997 - 1999
Citi 1997 - 1999
Skills
SDLC, Business Analysis, Risk Management, Investment Banking, Capital Markets, Financial Services, Vendor Management, IT Strategy, Portfolio Management, Equities, Fixed Income
Education
Pace University 2000 — 2003
MS/MBA, IT Management
Kyiv National University of Construction and Architecture 1991 — 1996
MS, Information Systems
Joshua Carrick's Morgan Stanley Experience February 2000 - December 2002
Job Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
HSBC June 2008 - October 2013
JPMorgan Chase February 2003 - June 2008
Morgan Stanley February 2000 - December 2002
Skills
Loans, Banking, Credit, Investments, Strategic Financial...
Education
Kenyon College 1995 — 1999
Bachelor of Arts (BA), Philosophy
The Lawrenceville School 1990 — 1994
Wells Fargo October 2013 - Present
HSBC June 2008 - October 2013
JPMorgan Chase February 2003 - June 2008
Morgan Stanley February 2000 - December 2002
Skills
Loans, Banking, Credit, Investments, Strategic Financial...
Education
Kenyon College 1995 — 1999
Bachelor of Arts (BA), Philosophy
The Lawrenceville School 1990 — 1994
Mark Winfree's Morgan Stanley Experience January 2007 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2007 - January 2008
M&T Securities November 2005 - January 2007
Wachovia Bank June 2002 - November 2005
Education
Kutztown University of Pennsylvania
Morgan Stanley January 2007 - January 2008
M&T Securities November 2005 - January 2007
Wachovia Bank June 2002 - November 2005
Education
Kutztown University of Pennsylvania
Dmitry Rozinsky's Morgan Stanley Experience 1998 - 2002
Job Computer Software Professional
Industry Computer Software
Experience
Morgan Stanley 1998 - 2002
Education
Kyiv Engineering Technical Institute 1991 — 1995
Morgan Stanley 1998 - 2002
Education
Kyiv Engineering Technical Institute 1991 — 1995
Vivian Pecorella's Morgan Stanley Experience January 1998 - January 2008
Job Medical Administrator at Yuill Black MD & Michael Kletz MD
Industry Financial Services
Experience
Yuill Black MD & Michael Kletz MD November 2011 - Present
Servisair May 2009 - June 2011
Morgan Stanley January 1998 - January 2008
Swiss Bank Corporation 1988 - 1997
Skills
Microsoft Excel, Accounting, PowerPoint, Risk Management, Financial Analysis, Process Improvement, Banking, Analysis, Software Documentation, Finance, QuickBooks, Management, Leadership, Strategic Planning, Microsoft Office, Human Resources, Outlook, Customer Service, Budgets
Education
Kingsborough Community College 1996 — 1999
Associates, Accounting, 3.4 GPA
New Utrecht HS 1971 — 1974
Yuill Black MD & Michael Kletz MD November 2011 - Present
Servisair May 2009 - June 2011
Morgan Stanley January 1998 - January 2008
Swiss Bank Corporation 1988 - 1997
Skills
Microsoft Excel, Accounting, PowerPoint, Risk Management, Financial Analysis, Process Improvement, Banking, Analysis, Software Documentation, Finance, QuickBooks, Management, Leadership, Strategic Planning, Microsoft Office, Human Resources, Outlook, Customer Service, Budgets
Education
Kingsborough Community College 1996 — 1999
Associates, Accounting, 3.4 GPA
New Utrecht HS 1971 — 1974
Robert Zelinger's Morgan Stanley Experience 1996 - 1998
Job Divisional Vice President AIG Financial Distributors
Industry Financial Services
Experience
AIG August 2005 - Present
Lincoln Financial Distributors 1998 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Variable Annuities, Retirement Planning, Sales Presentations, Retirement, Financial Services, Securities, FINRA, Investments, Financial Advisory, IRAs, Wealth Management..., Fixed Annuities, Asset Allocation, 401k, Alternative Investments, Wealth Management
Education
Kenyon College 1992 — 1996
Bachelor of Arts (B.A.), Economics
AIG August 2005 - Present
Lincoln Financial Distributors 1998 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Variable Annuities, Retirement Planning, Sales Presentations, Retirement, Financial Services, Securities, FINRA, Investments, Financial Advisory, IRAs, Wealth Management..., Fixed Annuities, Asset Allocation, 401k, Alternative Investments, Wealth Management
Education
Kenyon College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Mohammad Kadiwal's Morgan Stanley Experience August 2006 - June 2009
Job IT & Media Consultant
Industry Information Technology and Services
Experience
Shells for Media Productions Limited May 2012 - August 2012
Hidayat Network LTD. April 2009 - May 2012
Morgan Stanley August 2006 - June 2009
Syntax February 2005 - August 2006
Maliknet February 1999 - August 2004
Interactive Investor January 1999 - September 1999
Smarttrack Solutions April 1998 - December 1998
Skills
Microsoft Technologies, Active Directory, Windows Server, Citrix Metaframe, Electronic Trading, FIX, Equities, FX trading, SQL, Shell Scripting, Exchange Connectivity, Cisco Routers, Network Administration, Network Connectivity, Microsoft Exchange, DNS management, JavaScript, Network Security, Windows 7, Windows Vista, Windows XP Pro, Linux, Leased Lines, Website Development, Web Hosting, Domain Registration, Google Webmaster Tools, MySQL, Remote Desktop, Desktop Application..., System Deployment, Broadcast Television, Live Broadcast, TCP/IP, FTP, Firewalls, ADSL, Proxy, VPN, NAT, Microsoft Office, Backup Solutions, Blackberry Enterprise..., Business Analysis, IT Strategy, Unix, NAS, Networking, Security
Education
Kingston University 1996 — 2000
Bachelor of Science - BSc (Hons), Computer Science
Coulsdon College 1992 — 1994
A Levels, Mathematics (Pure & Applied), Physics, Electronics.
Shells for Media Productions Limited May 2012 - August 2012
Hidayat Network LTD. April 2009 - May 2012
Morgan Stanley August 2006 - June 2009
Syntax February 2005 - August 2006
Maliknet February 1999 - August 2004
Interactive Investor January 1999 - September 1999
Smarttrack Solutions April 1998 - December 1998
Skills
Microsoft Technologies, Active Directory, Windows Server, Citrix Metaframe, Electronic Trading, FIX, Equities, FX trading, SQL, Shell Scripting, Exchange Connectivity, Cisco Routers, Network Administration, Network Connectivity, Microsoft Exchange, DNS management, JavaScript, Network Security, Windows 7, Windows Vista, Windows XP Pro, Linux, Leased Lines, Website Development, Web Hosting, Domain Registration, Google Webmaster Tools, MySQL, Remote Desktop, Desktop Application..., System Deployment, Broadcast Television, Live Broadcast, TCP/IP, FTP, Firewalls, ADSL, Proxy, VPN, NAT, Microsoft Office, Backup Solutions, Blackberry Enterprise..., Business Analysis, IT Strategy, Unix, NAS, Networking, Security
Education
Kingston University 1996 — 2000
Bachelor of Science - BSc (Hons), Computer Science
Coulsdon College 1992 — 1994
A Levels, Mathematics (Pure & Applied), Physics, Electronics.
Arthur Giacopelli's Morgan Stanley Experience January 2014 - Present
Job Vice President Reexpense Management (Sourcing) at Morgan Stanley
Industry Facilities Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley April 2007 - January 2014
Conde Nast January 2000 - April 2007
Fairchild Publications January 1987 - January 2000
Skills
Facilities Management, Contract Negotiation, Vendor Management, Crisis Management, Vendor Management Skills, Contract Management, Budgets, Team Building, Operations Management, Negotiation, Strategic Planning, Procurement, Sourcing, Outsourcing, Project Management, Change Management, Leadership, Strategic Sourcing, Management, Business Process..., Program Management, Risk Management, Project Planning, Process Improvement, Purchasing, Cross-functional Team..., Strategy
Education
Building Owners Management Institute 2005 — 2008
RPA, Peal Property Management
New York University - Leonard N. Stern School of Business 2001 — 2003
Business Management
Building Owners Management Institute 1995 — 1998
FMA, Facilities Management
Kingsborough Community College 1983 — 1985
Business Management
St Joseph of Yorkville
St Joseph of Yorkville
St Joseph of Yorkville
St Joseph of Yorkville
Morgan Stanley January 2014 - Present
Morgan Stanley April 2007 - January 2014
Conde Nast January 2000 - April 2007
Fairchild Publications January 1987 - January 2000
Skills
Facilities Management, Contract Negotiation, Vendor Management, Crisis Management, Vendor Management Skills, Contract Management, Budgets, Team Building, Operations Management, Negotiation, Strategic Planning, Procurement, Sourcing, Outsourcing, Project Management, Change Management, Leadership, Strategic Sourcing, Management, Business Process..., Program Management, Risk Management, Project Planning, Process Improvement, Purchasing, Cross-functional Team..., Strategy
Education
Building Owners Management Institute 2005 — 2008
RPA, Peal Property Management
New York University - Leonard N. Stern School of Business 2001 — 2003
Business Management
Building Owners Management Institute 1995 — 1998
FMA, Facilities Management
Kingsborough Community College 1983 — 1985
Business Management
St Joseph of Yorkville
St Joseph of Yorkville
St Joseph of Yorkville
St Joseph of Yorkville
George (Beomsoo) Park's Morgan Stanley Experience July 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
JPMorgan Chase & Co. March 2014 - July 2014
JPMorgan Chase August 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Machine Learning, Matlab, Algorithms, C, C++, Optimization, Verilog, DSP, Signal Processing, FPGA, Quantitative Finance, Python, R, Dynamic Programming, Reinforcement Learning, Statistical Modeling
Education
Stanford University 2008 — 2012
Ph.D, Electrical Engineering
Stanford University 2006 — 2009
M.S., Electrical Engineering
Korea Advanced Institute of Science and Technology 1999 — 2002
B.S., Electrical Engineering
Morgan Stanley July 2014 - Present
JPMorgan Chase & Co. March 2014 - July 2014
JPMorgan Chase August 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Machine Learning, Matlab, Algorithms, C, C++, Optimization, Verilog, DSP, Signal Processing, FPGA, Quantitative Finance, Python, R, Dynamic Programming, Reinforcement Learning, Statistical Modeling
Education
Stanford University 2008 — 2012
Ph.D, Electrical Engineering
Stanford University 2006 — 2009
M.S., Electrical Engineering
Korea Advanced Institute of Science and Technology 1999 — 2002
B.S., Electrical Engineering
Michael Schwartzman's Morgan Stanley Experience 1999 - Present
Job PM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1999 - Present
Education
Pace University 1999 — 2003
MS, Information Systems
Kyiv Engineering Technical Institute 1991 — 1996
MS, IT in Civil Engineering (ASIU)
Morgan Stanley 1999 - Present
Education
Pace University 1999 — 2003
MS, Information Systems
Kyiv Engineering Technical Institute 1991 — 1996
MS, IT in Civil Engineering (ASIU)
Matt Lambie's Morgan Stanley Experience April 2013 - Present
Job Manager Financial Control Group
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Advanced Pharmacy May 2011 - April 2013
Deloitte Consulting June 2008 - May 2011
Centocor Inc., a Johnson & Johnson company January 2007 - July 2007
Skills
Financial Modeling, Forecasting, Variance Analysis, Pricing, Financial Analysis, Business Process..., Business Process..., Finance, Process Improvement, Financial Systems, Internal Controls
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (M.B.A.), Finance
La Salle University 2004 — 2008
Bachelor of Science, Finance, Accounting
Morgan Stanley April 2013 - Present
Advanced Pharmacy May 2011 - April 2013
Deloitte Consulting June 2008 - May 2011
Centocor Inc., a Johnson & Johnson company January 2007 - July 2007
Skills
Financial Modeling, Forecasting, Variance Analysis, Pricing, Financial Analysis, Business Process..., Business Process..., Finance, Process Improvement, Financial Systems, Internal Controls
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (M.B.A.), Finance
La Salle University 2004 — 2008
Bachelor of Science, Finance, Accounting
Lars Tyge Nielsen's Morgan Stanley Experience 1998 - 2004
Job Program Director, Mathematics of Finance, Columbia University
Industry Higher Education
Experience
Columbia University 2012 - Present
Columbia University 2012 - 2013
Goldman Sachs 2010 - 2011
Platinum Grove Asset Management 2004 - 2010
Morgan Stanley 1998 - 2004
INSEAD 1993 - 2000
Education
Harvard University
PhD, Economics
University of Copenhagen
cand.scient (MS), cand. polit (MA), mathematics, economics
Columbia University 2012 - Present
Columbia University 2012 - 2013
Goldman Sachs 2010 - 2011
Platinum Grove Asset Management 2004 - 2010
Morgan Stanley 1998 - 2004
INSEAD 1993 - 2000
Education
Harvard University
PhD, Economics
University of Copenhagen
cand.scient (MS), cand. polit (MA), mathematics, economics
Kevin Serfass's Morgan Stanley Experience October 2006 - June 2011
Job VP of ATM Operations at PNC
Industry Financial Services
Experience
PNC June 2011 - Present
Morgan Stanley October 2006 - June 2011
Penn Capital Management October 2003 - October 2006
Skills
Banking, Equities, Financial Analysis, Business Analysis, Project Management
Education
La Salle University 1999 — 2003
BS, Accounting and MIS
PNC June 2011 - Present
Morgan Stanley October 2006 - June 2011
Penn Capital Management October 2003 - October 2006
Skills
Banking, Equities, Financial Analysis, Business Analysis, Project Management
Education
La Salle University 1999 — 2003
BS, Accounting and MIS
Steven S. Fein's Morgan Stanley Experience December 1979 - February 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Congregation Temple Emanu-El July 2011 - Present
Morgan Stanley December 1979 - February 2009
Skills
Microsoft Office, QuickBooks, Reconciliations, Business Continuity, Research, Fixed Income, Equities, Trade Support, Settlements, Confirmations, Back Office, Settlement, Securities, Bonds, Options, Swaps, Derivatives, Bloomberg Terminal, AML, Corporate Actions, Dividends, Stocks, Payroll, Bookkeeping, Credit Derivatives
Education
Kingsborough Community College
Congregation Temple Emanu-El July 2011 - Present
Morgan Stanley December 1979 - February 2009
Skills
Microsoft Office, QuickBooks, Reconciliations, Business Continuity, Research, Fixed Income, Equities, Trade Support, Settlements, Confirmations, Back Office, Settlement, Securities, Bonds, Options, Swaps, Derivatives, Bloomberg Terminal, AML, Corporate Actions, Dividends, Stocks, Payroll, Bookkeeping, Credit Derivatives
Education
Kingsborough Community College
Donna Callinan's Morgan Stanley Experience June 2002 - September 2007
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America September 2007 - Present
Morgan Stanley June 2002 - September 2007
Deutsche Bank November 1998 - June 2002
Citibank March 1995 - November 1998
Price Waterhouse Coopers September 1993 - March 1995
Skills
Derivatives, Accounting Policy, Accounting, Hedge Accounting, Investment Banking, Fair Value, Financial Risk, Financial Statements, Investments, Financial Services, Hedge Funds, CPA, Capital Markets, Fixed Income, Auditing
Education
King's College 1989 — 1993
B.S., Accounting/Economics
Bank of America September 2007 - Present
Morgan Stanley June 2002 - September 2007
Deutsche Bank November 1998 - June 2002
Citibank March 1995 - November 1998
Price Waterhouse Coopers September 1993 - March 1995
Skills
Derivatives, Accounting Policy, Accounting, Hedge Accounting, Investment Banking, Fair Value, Financial Risk, Financial Statements, Investments, Financial Services, Hedge Funds, CPA, Capital Markets, Fixed Income, Auditing
Education
King's College 1989 — 1993
B.S., Accounting/Economics
karen nucci's Morgan Stanley Experience February 1985 - July 2007
Job SENIOR TRUST ADMINISTRATOR at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2007 - Present
Morgan Stanley February 1985 - July 2007
Education
Kingsborough Community College 1985 — 1987
some college, business admin
JPMorgan Chase July 2007 - Present
Morgan Stanley February 1985 - July 2007
Education
Kingsborough Community College 1985 — 1987
some college, business admin
Drew Harlien's Morgan Stanley Experience May 2014 - Present
Job Electronic Trading Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Barclays June 2012 - May 2014
Friends of Alec October 2008 - May 2012
Barclays Capital June 2011 - August 2011
Cheesy Jane's October 2004 - August 2010
Skills
Data Analysis, VBA, Business Analysis, Visio, Microsoft Excel, Visual Basic, SQL, PowerPoint, Microsoft Office, Risk Management, Trading Systems, Equities Technology, Technical Writing, Communication, Regulatory Requirements, Futures Trading, Release Management, US Equities, Requirements Gathering, Order Management, FIX, Project Planning, Agile Project Management, Equity Trading, Change Management, Problem Analysis, SharePoint Designer, Performance Metrics, Research, Oral & Written..., C and other computer..., Java, Spanish, Matlab, Alternative Trading..., Series 7, Equities, Project Management, Financial Risk, Derivatives, Trading
Education
The University of Texas at Austin 2008 — 2012
BS, Electrical Engineering, 3.59
The University of Texas at Austin 2008 — 2012
Certificate in Business Foundations, Business Administration and Management, General, 3.79
KTH Royal Institute of Technology 2011 — 2011
Exchange
Morgan Stanley May 2014 - Present
Barclays June 2012 - May 2014
Friends of Alec October 2008 - May 2012
Barclays Capital June 2011 - August 2011
Cheesy Jane's October 2004 - August 2010
Skills
Data Analysis, VBA, Business Analysis, Visio, Microsoft Excel, Visual Basic, SQL, PowerPoint, Microsoft Office, Risk Management, Trading Systems, Equities Technology, Technical Writing, Communication, Regulatory Requirements, Futures Trading, Release Management, US Equities, Requirements Gathering, Order Management, FIX, Project Planning, Agile Project Management, Equity Trading, Change Management, Problem Analysis, SharePoint Designer, Performance Metrics, Research, Oral & Written..., C and other computer..., Java, Spanish, Matlab, Alternative Trading..., Series 7, Equities, Project Management, Financial Risk, Derivatives, Trading
Education
The University of Texas at Austin 2008 — 2012
BS, Electrical Engineering, 3.59
The University of Texas at Austin 2008 — 2012
Certificate in Business Foundations, Business Administration and Management, General, 3.79
KTH Royal Institute of Technology 2011 — 2011
Exchange
Mohan Longia's Morgan Stanley Experience November 2005 - Present
Job Vice President, Corporate & Post Trade Technology
Industry Financial Services
Experience
Morgan Stanley November 2005 - Present
Merrill Lynch 1999 - 2005
Skills
Equities, SDLC, Fixed Income, .NET, Business Analysis, Sybase, Portfolio Management
Education
Kurukshetra University 1995 — 1997
MS Computer Science
Morgan Stanley November 2005 - Present
Merrill Lynch 1999 - 2005
Skills
Equities, SDLC, Fixed Income, .NET, Business Analysis, Sybase, Portfolio Management
Education
Kurukshetra University 1995 — 1997
MS Computer Science
Christine M. Savino's Morgan Stanley Experience August 2006 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
William Pope's Morgan Stanley Experience December 2012 - July 2014
Job Senior Loan Closer at Siemens Financial Services
Industry Banking
Experience
Siemens Financial Services July 2014 - Present
Morgan Stanley December 2012 - July 2014
DEUTSCHE BANK TRUST COMPANY December 2003 - September 2011
DEUTSCHE BANK TRUST COMPANY January 2003 - September 2011
Total Return Swaps Group December 2003 - October 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INC April 2002 - August 2003
WILLIAM L. POPE April 1998 - April 2002
SALOMON BROTHERS INC October 1996 - April 1998
Skills
Microsoft Office, Loan IQ/Misys, Intralinks, Business Analysis, Team Building, Fixed Income, Credit, Loans, Accounting, Teamwork, Banking, Trading, Account Reconciliation, Software Documentation, Loan Servicing, Equities, Loan Origination, Investment Banking, Settlement, Finance, Options
Education
La Salle University 1988 — 1992
Bachelor, Science Business Administration; Finance
Siemens Financial Services July 2014 - Present
Morgan Stanley December 2012 - July 2014
DEUTSCHE BANK TRUST COMPANY December 2003 - September 2011
DEUTSCHE BANK TRUST COMPANY January 2003 - September 2011
Total Return Swaps Group December 2003 - October 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INC April 2002 - August 2003
WILLIAM L. POPE April 1998 - April 2002
SALOMON BROTHERS INC October 1996 - April 1998
Skills
Microsoft Office, Loan IQ/Misys, Intralinks, Business Analysis, Team Building, Fixed Income, Credit, Loans, Accounting, Teamwork, Banking, Trading, Account Reconciliation, Software Documentation, Loan Servicing, Equities, Loan Origination, Investment Banking, Settlement, Finance, Options
Education
La Salle University 1988 — 1992
Bachelor, Science Business Administration; Finance
Robbie White's Morgan Stanley Experience January 2000 - January 2001
Job Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
MSSB January 2006 - May 2011
Smith Barney January 2001 - January 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
SUNPOINT SECURITIES January 1998 - January 1999
GBC/MPC, INC January 1996 - January 1998
Skills
Customer Service, Financial Services, Leadership, Management, Series 7, Training, Wealth Management, Securities, Human Resources, Leadership Development, Operations Management, Due Diligence, Series 63, FINRA, Mutual Funds, Equities, Investments, Portfolio Management, Asset Allocation, Retirement Planning, ETFs, Financial Advisory, Payroll, Series 65, AML, 401k, Sales, Capital Markets, Retirement, Investment Strategies, Teamwork, Wealth Management..., Bonds, Options, KYC, Equity Trading, Financial Regulation, IRAs, Financial Markets, Fixed Annuities, Bloomberg, Stocks, OFAC, High Net Worth..., Trading Systems, Electronic Trading, Relationship Management, Stock Market, USA PATRIOT Act, Variable Annuities
Education
University of Texas at Tyler 1995 — 1998
Bachelor of Science, History, Political Science
Kilgore College 1993 — 1994
none, General Studies
Stephen F. Austin State University 1992 — 1993
none, Mathematics
White Oak High School 1988 — 1992
High School Diploma, General
Scottrade August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
MSSB January 2006 - May 2011
Smith Barney January 2001 - January 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
SUNPOINT SECURITIES January 1998 - January 1999
GBC/MPC, INC January 1996 - January 1998
Skills
Customer Service, Financial Services, Leadership, Management, Series 7, Training, Wealth Management, Securities, Human Resources, Leadership Development, Operations Management, Due Diligence, Series 63, FINRA, Mutual Funds, Equities, Investments, Portfolio Management, Asset Allocation, Retirement Planning, ETFs, Financial Advisory, Payroll, Series 65, AML, 401k, Sales, Capital Markets, Retirement, Investment Strategies, Teamwork, Wealth Management..., Bonds, Options, KYC, Equity Trading, Financial Regulation, IRAs, Financial Markets, Fixed Annuities, Bloomberg, Stocks, OFAC, High Net Worth..., Trading Systems, Electronic Trading, Relationship Management, Stock Market, USA PATRIOT Act, Variable Annuities
Education
University of Texas at Tyler 1995 — 1998
Bachelor of Science, History, Political Science
Kilgore College 1993 — 1994
none, General Studies
Stephen F. Austin State University 1992 — 1993
none, Mathematics
White Oak High School 1988 — 1992
High School Diploma, General
Lamera Ferguson's Morgan Stanley Experience May 2006 - August 2006
Job Claims Business Consultant Risk Information Services w/ ACE USA (Multinational/Global Services)
Industry Insurance
Experience
ACE USA May 2014 - Present
AIG - American General July 2010 - May 2014
AIG - American General December 2007 - April 2010
Yellowbook USA April 2007 - December 2007
Morgan Stanley May 2006 - August 2006
De Lage Landen Financial Svc May 2005 - August 2005
Skills
Visio, Business Analysis, Insurance, Process Improvement, Business Requirements, SharePoint, Systems Analysis, Access, Software Documentation, Business Intelligence, Microsoft Excel, PowerPoint, Microsoft Publisher, Automation, Risk Management, IT Risk Management, Property & Casualty..., Pension Administration, Financial Analysis
Education
La Salle University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Major: Finance Minor: Mathematics Minor: Risk Management & Insurance
Nottingham High School 1998 — 2002
ACE USA May 2014 - Present
AIG - American General July 2010 - May 2014
AIG - American General December 2007 - April 2010
Yellowbook USA April 2007 - December 2007
Morgan Stanley May 2006 - August 2006
De Lage Landen Financial Svc May 2005 - August 2005
Skills
Visio, Business Analysis, Insurance, Process Improvement, Business Requirements, SharePoint, Systems Analysis, Access, Software Documentation, Business Intelligence, Microsoft Excel, PowerPoint, Microsoft Publisher, Automation, Risk Management, IT Risk Management, Property & Casualty..., Pension Administration, Financial Analysis
Education
La Salle University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Major: Finance Minor: Mathematics Minor: Risk Management & Insurance
Nottingham High School 1998 — 2002
Matthew Englert's Morgan Stanley Experience August 2014 - Present
Job Vice President Corporate Treasury at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Intervest National Bank August 2010 - August 2014
Santander / Sovereign Bank September 2008 - August 2010
Sovereign Bank July 2007 - September 2008
Englert Insurance January 2004 - December 2005
Skills
Banking, ALM, Interest Rate Risk..., Financial Analysis, Financial Modeling, Commercial Banking, Risk Management, Credit Risk, Commercial Lending, Market Risk, Treasury Management, Cash Management, Credit Analysis, Treasury, Trading, Loans, Financial Risk
Education
Kutztown University of Pennsylvania
BSBA, Finance
York College of Pennsylvania
BA, Political Science
ABA Stonier Graduate School of Banking 2013 — 2015
Graduate
University of Pennsylvania - The Wharton School 2013 — 2015
Graduate, Certificate of Leadership
Morgan Stanley August 2014 - Present
Intervest National Bank August 2010 - August 2014
Santander / Sovereign Bank September 2008 - August 2010
Sovereign Bank July 2007 - September 2008
Englert Insurance January 2004 - December 2005
Skills
Banking, ALM, Interest Rate Risk..., Financial Analysis, Financial Modeling, Commercial Banking, Risk Management, Credit Risk, Commercial Lending, Market Risk, Treasury Management, Cash Management, Credit Analysis, Treasury, Trading, Loans, Financial Risk
Education
Kutztown University of Pennsylvania
BSBA, Finance
York College of Pennsylvania
BA, Political Science
ABA Stonier Graduate School of Banking 2013 — 2015
Graduate
University of Pennsylvania - The Wharton School 2013 — 2015
Graduate, Certificate of Leadership
Erik Adcock's Morgan Stanley Experience January 2015 - March 2015
Job Associate at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC August 2015 - Present
JoyRun April 2015 - Present
Zeta Psi Fraternity, Inc. January 2014 - Present
California Energy Commission October 2014 - June 2015
Morgan Stanley January 2015 - March 2015
Franklin Templeton Investments June 2014 - September 2014
HydroAlumina January 2014 - May 2014
Ultimate Manager September 2013 - December 2013
PACE Universal January 2010 - June 2012
Skills
Market Research, Analysis, Research, Start-ups, Marketing Strategy, Online Marketing, Strategic Partnerships, Economics, Management Consulting, Video Games, Business Development, Public Speaking, Leadership, Marketing, Fundraising, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
Københavns Universitet 2013 — 2013
Economics
Monte Vista High School
Standish Management, LLC August 2015 - Present
JoyRun April 2015 - Present
Zeta Psi Fraternity, Inc. January 2014 - Present
California Energy Commission October 2014 - June 2015
Morgan Stanley January 2015 - March 2015
Franklin Templeton Investments June 2014 - September 2014
HydroAlumina January 2014 - May 2014
Ultimate Manager September 2013 - December 2013
PACE Universal January 2010 - June 2012
Skills
Market Research, Analysis, Research, Start-ups, Marketing Strategy, Online Marketing, Strategic Partnerships, Economics, Management Consulting, Video Games, Business Development, Public Speaking, Leadership, Marketing, Fundraising, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
Københavns Universitet 2013 — 2013
Economics
Monte Vista High School
Atul Singla's Morgan Stanley Experience July 2014 - Present
Job Senior Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2014 - Present
HCL Technologies July 2006 - July 2014
Skills
Sybase Adaptive Server, Unix Shell Scripting, Perl Script, Data Modeling, Weblogic, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Java Enterprise Edition, Struts, Data Migration, SOA, Informatica, PowerBuilder, Solution Architecture, Web Services, Microsoft SQL Server, Unix, Weblogic Administration, Agile Project Management, User Acceptance Testing, Web Analytics, ITIL Process, Oracle, Technical Support, Team Building, Training, XBITS, SSO, Continuous Integration, Oracle Toplink, Hibernate
Education
Kurukshetra University 2004 — 2006
Master's degree, Computer Science
Kurukshetra University 2001 — 2004
Bachelor's degree, Electronics
Aggarsain Public School, Kurukshetra India
DAV Public School, Pehowa (Kurukshetra) India
Morgan Stanley July 2014 - Present
HCL Technologies July 2006 - July 2014
Skills
Sybase Adaptive Server, Unix Shell Scripting, Perl Script, Data Modeling, Weblogic, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Java Enterprise Edition, Struts, Data Migration, SOA, Informatica, PowerBuilder, Solution Architecture, Web Services, Microsoft SQL Server, Unix, Weblogic Administration, Agile Project Management, User Acceptance Testing, Web Analytics, ITIL Process, Oracle, Technical Support, Team Building, Training, XBITS, SSO, Continuous Integration, Oracle Toplink, Hibernate
Education
Kurukshetra University 2004 — 2006
Master's degree, Computer Science
Kurukshetra University 2001 — 2004
Bachelor's degree, Electronics
Aggarsain Public School, Kurukshetra India
DAV Public School, Pehowa (Kurukshetra) India
Jermaine Rowe's Morgan Stanley Experience March 2012 - Present
Job L2 Desktop Support at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2012 - Present
Deutsche Bank August 2011 - February 2012
Deutsche Bank August 2011 - February 2012
TD Ameritrade May 2011 - August 2011
TD Ameritrade May 2011 - August 2011
Celgene October 2010 - March 2011
Celgene Corporation October 2010 - March 2011
City Lights Media June 2006 - October 2009
Eureka Networks May 2000 - January 2006
Skills
Desktop Support, Laptops, XP, Blackberry, Windows 7, Level 2, Servers, Active Directory, VPN, Disaster Recovery, DHCP, Technical Support, Windows XP, Hardware, Networking
Education
Kingsborough Community College
Morgan Stanley March 2012 - Present
Deutsche Bank August 2011 - February 2012
Deutsche Bank August 2011 - February 2012
TD Ameritrade May 2011 - August 2011
TD Ameritrade May 2011 - August 2011
Celgene October 2010 - March 2011
Celgene Corporation October 2010 - March 2011
City Lights Media June 2006 - October 2009
Eureka Networks May 2000 - January 2006
Skills
Desktop Support, Laptops, XP, Blackberry, Windows 7, Level 2, Servers, Active Directory, VPN, Disaster Recovery, DHCP, Technical Support, Windows XP, Hardware, Networking
Education
Kingsborough Community College
Dino Petralia's Morgan Stanley Experience 2006 - 2006
Job Project Manager at NTT DATA Americas
Industry Financial Services
Experience
NTT DATA Americas July 2014 - Present
SunGard Financial Systems October 2012 - March 2014
ING October 2011 - September 2012
ING June 2007 - October 2011
Morgan Stanley 2006 - 2006
Alpha Phi Delta 2005 - 2006
Skills
Management, Finance, Microsoft Office, Leadership, Sarbanes-Oxley Act, Microsoft Excel, Financial Analysis, PowerPoint, Accounting, Customer Service
Education
La Salle University 2003 — 2007
Bachelors, Business Administration, Accounting
Paul VI
paul Vi
paul Vi
paul Vi
NTT DATA Americas July 2014 - Present
SunGard Financial Systems October 2012 - March 2014
ING October 2011 - September 2012
ING June 2007 - October 2011
Morgan Stanley 2006 - 2006
Alpha Phi Delta 2005 - 2006
Skills
Management, Finance, Microsoft Office, Leadership, Sarbanes-Oxley Act, Microsoft Excel, Financial Analysis, PowerPoint, Accounting, Customer Service
Education
La Salle University 2003 — 2007
Bachelors, Business Administration, Accounting
Paul VI
paul Vi
paul Vi
paul Vi
Anne Molignano's Morgan Stanley Experience June 2003 - September 2006
Job Senior Vice President, Human Resources at Sony Music Entertainment
Industry Music
Experience
Sony Music Entertainment July 2010 - Present
Schering-Plough Pharmaceuticals 2007 - 2008
Morgan Stanley June 2003 - September 2006
Skills
Talent Management, Talent Acquisition, Onboarding, Human Resources, Succession Planning, Entertainment, Social Media, Employee Relations, Workforce Planning, Employee Engagement, HRIS
Education
King's College 1992 — 1996
BA, Psychology
Sony Music Entertainment July 2010 - Present
Schering-Plough Pharmaceuticals 2007 - 2008
Morgan Stanley June 2003 - September 2006
Skills
Talent Management, Talent Acquisition, Onboarding, Human Resources, Succession Planning, Entertainment, Social Media, Employee Relations, Workforce Planning, Employee Engagement, HRIS
Education
King's College 1992 — 1996
BA, Psychology
Margaret Faulknor's Morgan Stanley Experience 1988 - 2010
Job New Account
Industry Banking
Experience
Broadridge Clearing and Outsourcing Solution October 2011 - June 2013
Morgan Stanley 1988 - 2010
Education
Kingsborough Community College 2011 — 2011
Certification, Medical Billing and Coding
Broadridge Clearing and Outsourcing Solution October 2011 - June 2013
Morgan Stanley 1988 - 2010
Education
Kingsborough Community College 2011 — 2011
Certification, Medical Billing and Coding
Melanie St.Pierre's Morgan Stanley Experience 1997 - 2002
Job Fixed Income Trading Assistant
Industry Financial Services
Experience
Morgan Stanley 1997 - 2002
Education
Kutztown University of Pennsylvania
BS, Business Management
Morgan Stanley 1997 - 2002
Education
Kutztown University of Pennsylvania
BS, Business Management
Ahrum Doo's Morgan Stanley Experience April 2012 - March 2014
Job Associate in Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - March 2014
KPMG Advisory Inc. June 2010 - June 2011
LG Electronics January 2007 - February 2007
Skills
Financial Analysis, English, Microsoft Excel, Microsoft Office, Data Analysis, Research, PowerPoint, FX Options, Financial Modeling, Social Media, Bonds, Business Strategy
Education
Korea University 2009 — 2012
Master of Science (MS), International Studies in Commerce
고려대학교 / Korea University 2005 — 2009
Bachelor of Science (BS), International/Global Studies
Morgan Stanley April 2012 - March 2014
KPMG Advisory Inc. June 2010 - June 2011
LG Electronics January 2007 - February 2007
Skills
Financial Analysis, English, Microsoft Excel, Microsoft Office, Data Analysis, Research, PowerPoint, FX Options, Financial Modeling, Social Media, Bonds, Business Strategy
Education
Korea University 2009 — 2012
Master of Science (MS), International Studies in Commerce
고려대학교 / Korea University 2005 — 2009
Bachelor of Science (BS), International/Global Studies
Matt Koziara's Morgan Stanley Experience January 2004 - April 2006
Job Customer Relations Manager at Showplacewood Product
Industry Building Materials
Experience
Showplace Wood Products, Inc. April 2006 - Present
Morgan Stanley January 2004 - April 2006
Education
Winthrop 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General
Kent State University 1995 — 1997
Showplace Wood Products, Inc. April 2006 - Present
Morgan Stanley January 2004 - April 2006
Education
Winthrop 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General
Kent State University 1995 — 1997
Sachin Bhatia's Morgan Stanley Experience March 2012 - Present
Job Software Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2012 - Present
Thomson Reuters December 2007 - February 2012
T-Systems July 2006 - February 2007
Wipro Technologies September 2005 - June 2006
SPEC-INDIA March 2002 - September 2005
Skills
Electronic Trading, Fixed Income, SDLC, Agile Methodologies, SQL, Oracle, Business Analysis, XML
Education
L.D College of Engineering - Ahmedabad 1999 — 2002
Master of Computer Applications (M.C.A.), Computer Science
Rollwala Computer Center 1999 — 1999
PGDCA, Computer Science
St. Xavier's College, Ahmedabad 1995 — 1998
Bachelor of Science (B.Sc.), Chemistry
Morgan Stanley March 2012 - Present
Thomson Reuters December 2007 - February 2012
T-Systems July 2006 - February 2007
Wipro Technologies September 2005 - June 2006
SPEC-INDIA March 2002 - September 2005
Skills
Electronic Trading, Fixed Income, SDLC, Agile Methodologies, SQL, Oracle, Business Analysis, XML
Education
L.D College of Engineering - Ahmedabad 1999 — 2002
Master of Computer Applications (M.C.A.), Computer Science
Rollwala Computer Center 1999 — 1999
PGDCA, Computer Science
St. Xavier's College, Ahmedabad 1995 — 1998
Bachelor of Science (B.Sc.), Chemistry
Steven Sapolsky's Morgan Stanley Experience March 1993 - May 2013
Job Senior Operations Specialist I at BMO
Industry Financial Services
Experience
BMO Harris Bank May 2013 - Present
Morgan Stanley March 1993 - May 2013
Morgan Stanley January 1986 - March 1993
Skills
Cash Management, Tri-Parties, Account Reconciliation, Payments, Corporate Treasury, Risk Management, Banking, Settlements, Funding, Reconciliation, Cash, Settlement, Securities, Fixed Income, Collateral Management, Cash Flow Forecasting, Treasury Management, FINRA, Finance, Equities, Financial Risk, Derivatives, Financial Services, Bonds, FX Options, Back Office, Bloomberg, Middle Office, Trading, Capital Markets, Hedge Funds, Investment Banking, Swaps, Options, Trading Systems, Structured Products, Operational Risk, Financial Markets, Alternative Investments, Series 63, Electronic Trading, Equity Derivatives, Series 7, Mutual Funds, Asset Management, Portfolio Management, Prime Brokerage, Equity Trading, Commodity, Hedging
Education
Kingsborough Community College
Associates Degree, Liberal Arts
BMO Harris Bank May 2013 - Present
Morgan Stanley March 1993 - May 2013
Morgan Stanley January 1986 - March 1993
Skills
Cash Management, Tri-Parties, Account Reconciliation, Payments, Corporate Treasury, Risk Management, Banking, Settlements, Funding, Reconciliation, Cash, Settlement, Securities, Fixed Income, Collateral Management, Cash Flow Forecasting, Treasury Management, FINRA, Finance, Equities, Financial Risk, Derivatives, Financial Services, Bonds, FX Options, Back Office, Bloomberg, Middle Office, Trading, Capital Markets, Hedge Funds, Investment Banking, Swaps, Options, Trading Systems, Structured Products, Operational Risk, Financial Markets, Alternative Investments, Series 63, Electronic Trading, Equity Derivatives, Series 7, Mutual Funds, Asset Management, Portfolio Management, Prime Brokerage, Equity Trading, Commodity, Hedging
Education
Kingsborough Community College
Associates Degree, Liberal Arts
Licia Mclaughlin's Morgan Stanley Experience February 2010 - Present
Job Regional Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
Morgan Stanley April 2005 - February 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Robert Morris University 2005 — 2007
Master of Science (M.S.), Finance and Financial Management Services
La Roche College 1999 — 2003
Bachelor of Science (B.S.), Marketing
Morgan Stanley February 2010 - Present
Morgan Stanley April 2005 - February 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Robert Morris University 2005 — 2007
Master of Science (M.S.), Finance and Financial Management Services
La Roche College 1999 — 2003
Bachelor of Science (B.S.), Marketing
Yoh Adachi's Morgan Stanley Experience April 2008 - Present
Job Morgan Stanley Associate
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Education
京都大学 / Kyoto University 1999 — 2008
Molecular Biology, Doctor of Philosophy (Ph.D.)
Morgan Stanley April 2008 - Present
Education
京都大学 / Kyoto University 1999 — 2008
Molecular Biology, Doctor of Philosophy (Ph.D.)
Nozomi Nakata's Morgan Stanley Experience April 1991 - August 1994
Job Senior Director at Sumitomo Corporation of America
Industry Logistics and Supply Chain
Experience
Sumitomo Corporation of America January 2007 - August 2014
KPMG US July 1996 - December 2006
Morgan Stanley April 1991 - August 1994
Skills
Due Diligence, Mergers, Valuation, Financial Reporting, Finance, Investments, Budgets, Financial Analysis, IFRS, Financial Modeling, Corporate Finance, Financial Accounting, M&A experience, Forecasting, Business Strategy, Business Planning
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
Kyoto University 1987 — 1991
Bachelor of Laws (LL.B.)
Sumitomo Corporation of America January 2007 - August 2014
KPMG US July 1996 - December 2006
Morgan Stanley April 1991 - August 1994
Skills
Due Diligence, Mergers, Valuation, Financial Reporting, Finance, Investments, Budgets, Financial Analysis, IFRS, Financial Modeling, Corporate Finance, Financial Accounting, M&A experience, Forecasting, Business Strategy, Business Planning
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
Kyoto University 1987 — 1991
Bachelor of Laws (LL.B.)
Sandra Robinson-Clouden's Morgan Stanley Experience June 1998 - November 2001
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Weight Watchers May 2011 - Present
ISP October 2007 - January 2011
Barclays Capital April 2007 - October 2007
UBS Securities Co., Ltd March 2003 - November 2006
Morgan Stanley June 1998 - November 2001
Sanford C. Bernstein January 1995 - June 1998
Education
Kingsborough Community College 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Weight Watchers May 2011 - Present
ISP October 2007 - January 2011
Barclays Capital April 2007 - October 2007
UBS Securities Co., Ltd March 2003 - November 2006
Morgan Stanley June 1998 - November 2001
Sanford C. Bernstein January 1995 - June 1998
Education
Kingsborough Community College 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Deepak Bharadia's Morgan Stanley Experience March 2005 - Present
Job Senior Developer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
Morgan Stanley - WISE/Omega 2005 - 2008
Morgan Stanley September 1999 - March 2005
Merrill Lynch September 1997 - July 1999
Skills
Unix, Autosys, Unix Shell Scripting, SQL, Sybase, DB2, C++, Perforce, Java, Automation, Perl, Data Warehousing, Database Design, Data Mining, Visio, Erwin, Software Configuration..., Microsoft SQL Server, Business Intelligence, Python, Configuration Management, Hibernate, SDLC, Shell Scripting, SOAP, Databases, ETL, JUnit, Spring, Change Management, Enterprise Architecture, XML, Requirements Analysis
Education
Kings College London
BSc, Computer Science
University of Greenwich
Master of Science (M.Sc.), Scientific & Engineering Software Technology
Morgan Stanley March 2005 - Present
Morgan Stanley - WISE/Omega 2005 - 2008
Morgan Stanley September 1999 - March 2005
Merrill Lynch September 1997 - July 1999
Skills
Unix, Autosys, Unix Shell Scripting, SQL, Sybase, DB2, C++, Perforce, Java, Automation, Perl, Data Warehousing, Database Design, Data Mining, Visio, Erwin, Software Configuration..., Microsoft SQL Server, Business Intelligence, Python, Configuration Management, Hibernate, SDLC, Shell Scripting, SOAP, Databases, ETL, JUnit, Spring, Change Management, Enterprise Architecture, XML, Requirements Analysis
Education
Kings College London
BSc, Computer Science
University of Greenwich
Master of Science (M.Sc.), Scientific & Engineering Software Technology
Deborah Flewelling's Morgan Stanley Experience December 2005 - July 2014
Job Sr. Compliance Professional
Industry Financial Services
Experience
Morgan Stanley December 2005 - July 2014
Wachovia Bank (formerly Prudential Securities) June 1994 - December 2005
Shearson Lehman Brothers May 1986 - April 1994
Skills
FINRA, Management, Wealth Management, Risk Analysis, Financial Services, Training & Development, Metrics Reporting, Public Speaking, Project Management, Sales Practices, Task Completion, Variable Annuities, Equities, Mutual Funds, Alternative Investments, Securities
Education
Brooklyn College 1984 — 1986
On-going, English Literature; Education
Kingsborough Community College 1979 — 1981
Associate of Arts (AA), Education, English Literature, 3.6
Pace University-New York
On-going, Finance, General
Morgan Stanley December 2005 - July 2014
Wachovia Bank (formerly Prudential Securities) June 1994 - December 2005
Shearson Lehman Brothers May 1986 - April 1994
Skills
FINRA, Management, Wealth Management, Risk Analysis, Financial Services, Training & Development, Metrics Reporting, Public Speaking, Project Management, Sales Practices, Task Completion, Variable Annuities, Equities, Mutual Funds, Alternative Investments, Securities
Education
Brooklyn College 1984 — 1986
On-going, English Literature; Education
Kingsborough Community College 1979 — 1981
Associate of Arts (AA), Education, English Literature, 3.6
Pace University-New York
On-going, Finance, General
Bill Halbert's Morgan Stanley Experience November 2006 - Present
Job Sr. V.P.Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2006 - Present
UBS April 1989 - October 2006
E F Hutton & Co October 1979 - February 1989
Skills
Equities, Fixed Income, Financial Modeling, Investments, Derivatives, Portfolio Management, Investment Banking, Capital Markets, Series 7, Financial Analysis, Wealth Management, Bloomberg, Valuation, Hedge Funds, Asset Management, Corporate Finance, Mutual Funds, Risk Management, Retirement Planning, Strategic Financial...
Education
Institute of Chartered Financial Analyst (CFA) 1992 1990 — 1992
Chartered Financial Analyst (CFA), Portfolio Management
Kettering University (General Motors Institute) BME 1965 1960 — 1965
Wayne State University MBA 1969, Finance and Marketing
Morgan Stanley November 2006 - Present
UBS April 1989 - October 2006
E F Hutton & Co October 1979 - February 1989
Skills
Equities, Fixed Income, Financial Modeling, Investments, Derivatives, Portfolio Management, Investment Banking, Capital Markets, Series 7, Financial Analysis, Wealth Management, Bloomberg, Valuation, Hedge Funds, Asset Management, Corporate Finance, Mutual Funds, Risk Management, Retirement Planning, Strategic Financial...
Education
Institute of Chartered Financial Analyst (CFA) 1992 1990 — 1992
Chartered Financial Analyst (CFA), Portfolio Management
Kettering University (General Motors Institute) BME 1965 1960 — 1965
Wayne State University MBA 1969, Finance and Marketing
Alex Workman's Morgan Stanley Experience July 2013 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Fixed Income, Credit Derivatives, Interest Rate..., Organizational Behavior, Communication, Always Punctual, Hardwork, SSI, SPSS
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Fixed Income, Credit Derivatives, Interest Rate..., Organizational Behavior, Communication, Always Punctual, Hardwork, SSI, SPSS
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS