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
Chris Mikolajczewski Chris Mikolajczewski's Morgan Stanley Experience November 2010 - January 2014
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC January 2014 - Present
Morgan Stanley November 2010 - January 2014
Edward Jones December 2007 - November 2010
Blue Skies Flying Services, Inc December 2003 - December 2007
TJX Companies January 2004 - August 2007
Sears, Roebuck and Co. October 1996 - January 2004
Sears, Roebuck and Co. March 1995 - September 1996
Venture Stores, Inc July 1994 - February 1995
Venture Stores August 1991 - July 1994
Waukegan Aero, LTD July 1990 - December 1992
Education
Northeastern Illinois University 1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)
Embry-Riddle Aeronautical University 1986 — 1987
Aviation/Airway Management and Operations
Lake Forest College 1985 — 1986
Forest View HS 1983 — 1985
Saint Patrick HS - Chicago 1981 — 1983
St. Pascal Grammar School 1973 — 1981
UPSTREAM Investment Partners, LLC January 2014 - Present
Morgan Stanley November 2010 - January 2014
Edward Jones December 2007 - November 2010
Blue Skies Flying Services, Inc December 2003 - December 2007
TJX Companies January 2004 - August 2007
Sears, Roebuck and Co. October 1996 - January 2004
Sears, Roebuck and Co. March 1995 - September 1996
Venture Stores, Inc July 1994 - February 1995
Venture Stores August 1991 - July 1994
Waukegan Aero, LTD July 1990 - December 1992
Education
Northeastern Illinois University 1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)
Embry-Riddle Aeronautical University 1986 — 1987
Aviation/Airway Management and Operations
Lake Forest College 1985 — 1986
Forest View HS 1983 — 1985
Saint Patrick HS - Chicago 1981 — 1983
St. Pascal Grammar School 1973 — 1981
Tyler Lenz Tyler Lenz's Morgan Stanley Experience October 2014 - May 2015
Job
Industry Warehousing
Experience
WOW Logistics May 2015 - Present
Morgan Stanley October 2014 - May 2015
Integrys Energy Group September 2007 - October 2014
Integrys Energy Group May 2005 - September 2007
Education
Lakeland College 2009 — 2012
MBA, Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA, Finance
WOW Logistics May 2015 - Present
Morgan Stanley October 2014 - May 2015
Integrys Energy Group September 2007 - October 2014
Integrys Energy Group May 2005 - September 2007
Education
Lakeland College 2009 — 2012
MBA, Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA, Finance
Alexis Neumann Alexis Neumann's Morgan Stanley Experience 2000 - 2001
Job Superintendent at Rapoport Academy Public School
Industry Education Management
Experience
Rapoport Academy 2015 - Present
Rapoport Academy Public School August 2010 - Present
Rapoport Academy August 2010 - Present
Texas State Technical College August 2004 - July 2010
The Schneider Group August 2003 - August 2004
3B Brush Mfg Co. 2001 - 2003
Morgan Stanley 2000 - 2001
Skills
Microsoft Office, Public Speaking, Strategic Planning, Research, Customer Service, Team Building, Event Planning, Project Management, Microsoft Excel, Microsoft Word, Leadership, Staff Development, PowerPoint, Editing, Fundraising, Budgets, Leadership Development, Event Management, Community Outreach, Process Improvement, Training, Change Management, Business Strategy, Marketing, Strategy, Coaching
Education
Lamar University 2014 — 2014
Principal Certification, Education
Mclennan Community College 2012 — 2012
Alternative Teacher Certification, Alternative Teaching Certificate
Baylor University 2005 — 2010
Ph.D. In Educational Psychology, Educational Psychology
Texas Tech University 2000 — 2003
MBA - General Business, MBA
Texas Tech University 1996 — 1999
BS Animal Science, Animal Sciences
Rapoport Academy 2015 - Present
Rapoport Academy Public School August 2010 - Present
Rapoport Academy August 2010 - Present
Texas State Technical College August 2004 - July 2010
The Schneider Group August 2003 - August 2004
3B Brush Mfg Co. 2001 - 2003
Morgan Stanley 2000 - 2001
Skills
Microsoft Office, Public Speaking, Strategic Planning, Research, Customer Service, Team Building, Event Planning, Project Management, Microsoft Excel, Microsoft Word, Leadership, Staff Development, PowerPoint, Editing, Fundraising, Budgets, Leadership Development, Event Management, Community Outreach, Process Improvement, Training, Change Management, Business Strategy, Marketing, Strategy, Coaching
Education
Lamar University 2014 — 2014
Principal Certification, Education
Mclennan Community College 2012 — 2012
Alternative Teacher Certification, Alternative Teaching Certificate
Baylor University 2005 — 2010
Ph.D. In Educational Psychology, Educational Psychology
Texas Tech University 2000 — 2003
MBA - General Business, MBA
Texas Tech University 1996 — 1999
BS Animal Science, Animal Sciences
Benjamin Wubbels Benjamin Wubbels's Morgan Stanley Experience 1998 - 2006
Job Financial Advisor at M4 Financial Partners
Industry Financial Services
Experience
M4 Financial Partners 2012 - Present
AXA Advisors, LLC 2011 - 2012
UBS Wealth Management 2006 - 2009
Morgan Stanley 1998 - 2006
Skills
Insurance, Fixed Annuities, Estate Planning, Uniform Combined State..., Investments, Investment Advisory, Series 65, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, AAMS, Retirement, Financial Services, Securities, Finance, Investment Strategies, Strategic Financial..., Financial Planning
Education
Lawrence University 1990 — 1994
Bachelor of Arts (B.A.), English
M4 Financial Partners 2012 - Present
AXA Advisors, LLC 2011 - 2012
UBS Wealth Management 2006 - 2009
Morgan Stanley 1998 - 2006
Skills
Insurance, Fixed Annuities, Estate Planning, Uniform Combined State..., Investments, Investment Advisory, Series 65, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, AAMS, Retirement, Financial Services, Securities, Finance, Investment Strategies, Strategic Financial..., Financial Planning
Education
Lawrence University 1990 — 1994
Bachelor of Arts (B.A.), English
Michie Marie Spradling Michie Marie Spradling's Morgan Stanley Experience 2003 - January 2006
Job Prospect Analyst at University of Oregon
Industry Higher Education
Experience
University of Oregon April 2012 - Present
University of Oregon April 2008 - March 2012
University of Oregon January 2006 - March 2008
Morgan Stanley 2003 - January 2006
Skills
Research, Editing, Microsoft Excel, Data Analysis, Fundraising, Prospect Research, Social Media, Nonprofits, Qualitative Research, Microsoft Office, Philanthropy, Higher Education, Microsoft Word, Customer Service, Analysis, Online Research, Databases, General Office Skills, Qualifying Prospects, Donor Research, Presentations, Online Databases, Facebook, Social Networking, Critical Thinking, Twitter, Events Coordination, Gluten Free, Reporting & Analysis
Education
Lane Community College
University of Oregon
University of Oregon April 2012 - Present
University of Oregon April 2008 - March 2012
University of Oregon January 2006 - March 2008
Morgan Stanley 2003 - January 2006
Skills
Research, Editing, Microsoft Excel, Data Analysis, Fundraising, Prospect Research, Social Media, Nonprofits, Qualitative Research, Microsoft Office, Philanthropy, Higher Education, Microsoft Word, Customer Service, Analysis, Online Research, Databases, General Office Skills, Qualifying Prospects, Donor Research, Presentations, Online Databases, Facebook, Social Networking, Critical Thinking, Twitter, Events Coordination, Gluten Free, Reporting & Analysis
Education
Lane Community College
University of Oregon
Joseph Lombardi's Morgan Stanley Experience March 2015 - June 2015
Job Financial Analyst at Design Within Reach
Industry Retail
Experience
Design Within Reach August 2015 - Present
Morgan Stanley March 2015 - June 2015
IBM August 2014 - February 2015
UBS June 2014 - August 2014
UBS May 2013 - August 2013
Citi May 2012 - August 2012
Skills
Financial Analysis, Financial Statements, Financial Markets, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Business Planning, Statistical Data...
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Business Administration (MBA), Financial Management
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance/Economics
Le Moyne College 2008 — 2010
Design Within Reach August 2015 - Present
Morgan Stanley March 2015 - June 2015
IBM August 2014 - February 2015
UBS June 2014 - August 2014
UBS May 2013 - August 2013
Citi May 2012 - August 2012
Skills
Financial Analysis, Financial Statements, Financial Markets, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Business Planning, Statistical Data...
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Business Administration (MBA), Financial Management
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance/Economics
Le Moyne College 2008 — 2010
Marina Iakovleva Marina Iakovleva's Morgan Stanley Experience June 2013 - June 2014
Job Fulton Financial Advisors | Raymond James
Industry Financial Services
Experience
Fulton Financial Advisors Raymond James 2014 - Present
College Nannies and Tutors December 2014 - Present
Morgan Stanley June 2013 - June 2014
Deloitte & Touche LLP December 2000 - September 2012
Merrill Lynch November 1997 - December 2000
Skills
Finance, Wealth Management, Risk Management, Strategic Planning, Investments, Financial Reporting, Financial Modeling, Database Design, System Architecture, IT Project..., IT Project & Program...
Education
Latvijas Universitate
Bachelor's degree, Economics and Finance
Fulton Financial Advisors Raymond James 2014 - Present
College Nannies and Tutors December 2014 - Present
Morgan Stanley June 2013 - June 2014
Deloitte & Touche LLP December 2000 - September 2012
Merrill Lynch November 1997 - December 2000
Skills
Finance, Wealth Management, Risk Management, Strategic Planning, Investments, Financial Reporting, Financial Modeling, Database Design, System Architecture, IT Project..., IT Project & Program...
Education
Latvijas Universitate
Bachelor's degree, Economics and Finance
Craig Burel Craig Burel's Morgan Stanley Experience March 2011 - June 2013
Job Sales Operations Manager at FiscalNote
Industry Financial Services
Experience
FiscalNote July 2015 - Present
FiscalNote March 2015 - Present
FiscalNote September 2014 - February 2015
FiscalNote March 2014 - August 2014
Activore July 2013 - December 2013
Morgan Stanley March 2011 - June 2013
Merrill Lynch June 2009 - August 2009
Skills
Business Development, Analysis, Market Research, Microsoft Excel, Investments, Sales, Management, Sales Operations, Financial Modeling, Analytics, Project Management, Salesforce.com, Start-ups, SaaS, Equities, Valuation, HTML, Photoshop, Social Media, Final Cut Pro
Education
Lafayette College 2007 — 2010
BA, Economics and Business
Morristown Beard-School 2001 — 2005
FiscalNote July 2015 - Present
FiscalNote March 2015 - Present
FiscalNote September 2014 - February 2015
FiscalNote March 2014 - August 2014
Activore July 2013 - December 2013
Morgan Stanley March 2011 - June 2013
Merrill Lynch June 2009 - August 2009
Skills
Business Development, Analysis, Market Research, Microsoft Excel, Investments, Sales, Management, Sales Operations, Financial Modeling, Analytics, Project Management, Salesforce.com, Start-ups, SaaS, Equities, Valuation, HTML, Photoshop, Social Media, Final Cut Pro
Education
Lafayette College 2007 — 2010
BA, Economics and Business
Morristown Beard-School 2001 — 2005
Chalkley J. Hambleton Chalkley J. Hambleton's Morgan Stanley Experience January 2000 - January 2006
Job Joseph A. Banks
Industry Consumer Goods
Experience
Wunderlich Securities February 2012 - August 2013
Massachusetts Mutual Insurance August 2006 - August 2009
Morgan Stanley January 2000 - January 2006
Carr Futures Inc January 1996 - January 1999
Fuji Securities, Inc January 1987 - January 1996
ACLI Futures Inc August 1982 - July 1986
Shearson Lehman Brothers Inc January 1984 - January 1986
Refco Futures, Inc January 1982 - January 1984
ContiCommodity Services Inc January 1978 - January 1981
Skills
Military History, Asset Management, Public Speaking, Research, Sales
Education
Lake Forest College 1976 — 1978
BA, International Relations/European History
University of Denver 1971 — 1975
None, History
Berkshire School 1967 — 1971
HS
Latin School of Chicago 1957 — 1967
Wunderlich Securities February 2012 - August 2013
Massachusetts Mutual Insurance August 2006 - August 2009
Morgan Stanley January 2000 - January 2006
Carr Futures Inc January 1996 - January 1999
Fuji Securities, Inc January 1987 - January 1996
ACLI Futures Inc August 1982 - July 1986
Shearson Lehman Brothers Inc January 1984 - January 1986
Refco Futures, Inc January 1982 - January 1984
ContiCommodity Services Inc January 1978 - January 1981
Skills
Military History, Asset Management, Public Speaking, Research, Sales
Education
Lake Forest College 1976 — 1978
BA, International Relations/European History
University of Denver 1971 — 1975
None, History
Berkshire School 1967 — 1971
HS
Latin School of Chicago 1957 — 1967
Suzanne Mullen Suzanne Mullen's Morgan Stanley Experience March 2006 - March 2008
Job Sustainability Business Analyst at Nike
Industry Information Technology and Services
Experience
Nike January 2015 - Present
Nike January 2013 - January 2015
Fisher Investments June 2008 - March 2010
Morgan Stanley March 2006 - March 2008
JPMorgan Chase 2004 - 2006
Skills
Data Analysis, Statistics, Statistical Modeling, Data Visualization, T-SQL, Tableau, R, Natural Language..., Project Management, Microsoft Excel, Data Modeling, Analysis
Education
Lewis and Clark College 2010 — 2011
Master of Arts (MA), Secondary Education and Teaching
Le Moyne College 2000 — 2004
Bachelor of Science (B.S.), Economics
Predictive Analytics World Conference
Predictive Analytics World Conference
Nike January 2015 - Present
Nike January 2013 - January 2015
Fisher Investments June 2008 - March 2010
Morgan Stanley March 2006 - March 2008
JPMorgan Chase 2004 - 2006
Skills
Data Analysis, Statistics, Statistical Modeling, Data Visualization, T-SQL, Tableau, R, Natural Language..., Project Management, Microsoft Excel, Data Modeling, Analysis
Education
Lewis and Clark College 2010 — 2011
Master of Arts (MA), Secondary Education and Teaching
Le Moyne College 2000 — 2004
Bachelor of Science (B.S.), Economics
Predictive Analytics World Conference
Predictive Analytics World Conference
Tim Skoglin's Morgan Stanley Experience January 1992 - January 1993
Job Broker/Owner at Skoglin Real Estate, Inc.
Industry Real Estate
Experience
Skoglin Real Estate Inc. June 2007 - Present
Skoglin Real Estate Inc. June 2007 - Present
Skoglin Real Estate Inc. October 1995 - Present
My Real Estate & Mortgage Company January 2000 - May 2007
Premier Discount Real Estate, Inc January 1997 - January 2000
Home Vantage Realty/Pacifica West Financial January 1995 - January 1997
T. Rowe Price January 1993 - January 1995
Morgan Stanley January 1992 - January 1993
Skills
Investment Properties, Real Estate, Residential Homes, Selling, Brokerage, Refinance, Buyers, New Homes, Sales, Short Sales, First Time Home Buyers, REO, Foreclosures, Customer Service, Buyer Representation
Education
Le Moyne College 1989 — 1993
Bachelor of Science (B.S.), Business/Marketing
LeMoyne College 1989 — 1993
Bachelors Degree, Business Administration/ Marketing
Loyola Blakefield High School 1985 — 1989
Skoglin Real Estate Inc. June 2007 - Present
Skoglin Real Estate Inc. June 2007 - Present
Skoglin Real Estate Inc. October 1995 - Present
My Real Estate & Mortgage Company January 2000 - May 2007
Premier Discount Real Estate, Inc January 1997 - January 2000
Home Vantage Realty/Pacifica West Financial January 1995 - January 1997
T. Rowe Price January 1993 - January 1995
Morgan Stanley January 1992 - January 1993
Skills
Investment Properties, Real Estate, Residential Homes, Selling, Brokerage, Refinance, Buyers, New Homes, Sales, Short Sales, First Time Home Buyers, REO, Foreclosures, Customer Service, Buyer Representation
Education
Le Moyne College 1989 — 1993
Bachelor of Science (B.S.), Business/Marketing
LeMoyne College 1989 — 1993
Bachelors Degree, Business Administration/ Marketing
Loyola Blakefield High School 1985 — 1989
Edward Cai Edward Cai's Morgan Stanley Experience July 2013 - August 2013
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
UC Berkeley January 2014 - May 2014
Morgan Stanley July 2013 - August 2013
University of Oxford July 2012 - August 2012
HSBC July 2010 - August 2010
Skills
Stata, Data Analysis, SPSS, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Qualitative Research, Public Speaking, Chinese, Matlab, Python, Mandarin, R, Japanese Language..., Research
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Lake Forest College 2008 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Magna Cum Laude
University of Oxford 2012 — 2012
Visiting Student, Statistics, First Class Honors
早稲田大学 / Waseda University 2011 — 2012
Visiting Student, Japanese Language and Literature
JPMorgan Chase July 2014 - Present
UC Berkeley January 2014 - May 2014
Morgan Stanley July 2013 - August 2013
University of Oxford July 2012 - August 2012
HSBC July 2010 - August 2010
Skills
Stata, Data Analysis, SPSS, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Qualitative Research, Public Speaking, Chinese, Matlab, Python, Mandarin, R, Japanese Language..., Research
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Lake Forest College 2008 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Magna Cum Laude
University of Oxford 2012 — 2012
Visiting Student, Statistics, First Class Honors
早稲田大学 / Waseda University 2011 — 2012
Visiting Student, Japanese Language and Literature
Robert Shaughnessy Robert Shaughnessy's Morgan Stanley Experience August 2007 - Present
Job Executive Director, Institutional Equity Sales, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Joele Frank, Wilkinson Brimmer Katcher August 2006 - August 2007
Skills
Series 63, Series 7, Equities, Fluent in Spanish, Proficient with..., Microsoft Office..., Financial Markets, Investments, Securities, Capital Markets, Valuation, Equity Valuation, Hedge Funds
Education
Lafayette College 2002 — 2006
Bachelor of Arts (B.A.), Double Major in Government and Law / Spanish
Morgan Stanley August 2007 - Present
Joele Frank, Wilkinson Brimmer Katcher August 2006 - August 2007
Skills
Series 63, Series 7, Equities, Fluent in Spanish, Proficient with..., Microsoft Office..., Financial Markets, Investments, Securities, Capital Markets, Valuation, Equity Valuation, Hedge Funds
Education
Lafayette College 2002 — 2006
Bachelor of Arts (B.A.), Double Major in Government and Law / Spanish
Madeleine Hart Madeleine Hart's Morgan Stanley Experience January 2014 - January 2014
Job Student at Lafayette College
Industry Financial Services
Experience
Bloomberg LP May 2015 - August 2015
IPE International Publishers January 2015 - April 2015
Lafayette College Student Government January 2013 - January 2015
Lafayette College Office of Residence Life August 2013 - December 2014
Academic Tutoring and Training Information Center at Lafayette College February 2014 - October 2014
Highmount Capital Global Wealth Management June 2014 - August 2014
Association of Certified Fraud Examiners (ACFE) March 2014 - May 2014
Morgan Stanley January 2014 - January 2014
Lincoln Financial Group May 2013 - August 2013
Lehigh Valley Economic Development Group January 2013 - January 2013
Education
Lafayette College 2012 — 2016
Economics Major with Certificate in Finance, GPA: 3.86
Bloomberg LP May 2015 - August 2015
IPE International Publishers January 2015 - April 2015
Lafayette College Student Government January 2013 - January 2015
Lafayette College Office of Residence Life August 2013 - December 2014
Academic Tutoring and Training Information Center at Lafayette College February 2014 - October 2014
Highmount Capital Global Wealth Management June 2014 - August 2014
Association of Certified Fraud Examiners (ACFE) March 2014 - May 2014
Morgan Stanley January 2014 - January 2014
Lincoln Financial Group May 2013 - August 2013
Lehigh Valley Economic Development Group January 2013 - January 2013
Education
Lafayette College 2012 — 2016
Economics Major with Certificate in Finance, GPA: 3.86
Brendan Kennedy Brendan Kennedy's Morgan Stanley Experience June 2005 - August 2005
Job Founder, Director of Product Strategy & Operations at Fathomd
Industry E-Learning
Experience
Fathomd September 2014 - Present
Accenture March 2012 - August 2014
Declaration.net June 2012 - August 2012
Accenture March 2010 - April 2012
Keiretsu Forum June 2009 - November 2009
Glass, Lewis & Co. February 2009 - May 2009
Morgan Stanley June 2005 - August 2005
Skills
Business Process..., Process Improvement, Outsourcing, Telecommunications, Product Innovation, M&A experience, International Project..., Strategic Leadership, International Marketing, Managerial Finance, Strategy, CRM, Business Strategy, IT Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, General
Le Cordon Bleu Paris 2008 — 2008
Patisserie de Base
Stanford University 2004 — 2008
BA Spanish with Honors; Minor Management Science & Engineering, MS&E, Spanish, Portuguese
Universidad Autónoma de Madrid 2006 — 2007
International Business
Fathomd September 2014 - Present
Accenture March 2012 - August 2014
Declaration.net June 2012 - August 2012
Accenture March 2010 - April 2012
Keiretsu Forum June 2009 - November 2009
Glass, Lewis & Co. February 2009 - May 2009
Morgan Stanley June 2005 - August 2005
Skills
Business Process..., Process Improvement, Outsourcing, Telecommunications, Product Innovation, M&A experience, International Project..., Strategic Leadership, International Marketing, Managerial Finance, Strategy, CRM, Business Strategy, IT Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, General
Le Cordon Bleu Paris 2008 — 2008
Patisserie de Base
Stanford University 2004 — 2008
BA Spanish with Honors; Minor Management Science & Engineering, MS&E, Spanish, Portuguese
Universidad Autónoma de Madrid 2006 — 2007
International Business
Carin H Constant Carin H Constant's Morgan Stanley Experience January 1986 - January 1994
Job Senior VP Institutional Sales at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
Bruce Barrie Bruce Barrie's Morgan Stanley Experience September 2001 - May 2008
Job Business Instructor and Financial Professional: Laney College/ IDP U.C. Berkeley Extension/ Monterey Peninsula College
Industry Higher Education
Experience
UC Berkeley Extension August 2010 - Present
100e January 2010 - Present
Laney College,Monterey Peninsula College, U.C. Berkeley Extension, Kaplan University Online October 2009 - Present
John F. Kennedy University 2005 - Present
Morgan Stanley September 2001 - May 2008
Pearson Education April 1999 - May 2000
Education
The American College, Bryn Mawr, PA 2002 — 2004
Certified Financial Planning Core Curriculum: Huebner School of Personal Finance, Finance and Financial Management Services
John F. Kenneday University 2000 — 2001
Master of Business Administration (M.B.A.)
Califoria State University, Fresno 1987 — 1991
Bachelor of Applied Science (BASc), Business/Managerial Economics
Laney College
UC Berkeley Extension August 2010 - Present
100e January 2010 - Present
Laney College,Monterey Peninsula College, U.C. Berkeley Extension, Kaplan University Online October 2009 - Present
John F. Kennedy University 2005 - Present
Morgan Stanley September 2001 - May 2008
Pearson Education April 1999 - May 2000
Education
The American College, Bryn Mawr, PA 2002 — 2004
Certified Financial Planning Core Curriculum: Huebner School of Personal Finance, Finance and Financial Management Services
John F. Kenneday University 2000 — 2001
Master of Business Administration (M.B.A.)
Califoria State University, Fresno 1987 — 1991
Bachelor of Applied Science (BASc), Business/Managerial Economics
Laney College
Adil Pasha Adil Pasha's Morgan Stanley Experience May 2010 - September 2011
Job
Industry Information Technology and Services
Experience
Synchrony Financial June 2014 - Present
GE Capital September 2011 - May 2014
Morgan Stanley May 2010 - September 2011
Abu Dhabi Systems Information Center July 2009 - April 2010
JPMorgan Chase & Co. March 1998 - November 2008
Barclays Capital August 2005 - January 2006
Kintetsu World Express August 1995 - March 1998
J.Crew Inc. August 1991 - August 1995
Skills
VPN, Wireless, Perimeter Security, Data Center, Security, IPS, Network Security, LAN/WAN, Wireless Networking, Deployment, PIX, Multicast, EIGRP, BGP, Network Architecture, OSPF, IDS, Network Engineering, RIP, Routing, Firewalls, QoS, Cisco, WAN, Frame Relay, Network Design, MPLS, Switches, Routers, Virtualization, Disaster Recovery, Network Administration, TCP/IP, IT Management, Load Balancing, Cloud Computing, SNMP, Troubleshooting, CiscoWorks, VMware, Visio, STP, IP, Cisco Technologies, System Deployment, Infrastructure, Cisco IOS, Information Security, CCNA, VLAN
Education
New York University 1992 — 1994
BS
LaGuardia Community College. 1986 — 1988
AAS.
Synchrony Financial June 2014 - Present
GE Capital September 2011 - May 2014
Morgan Stanley May 2010 - September 2011
Abu Dhabi Systems Information Center July 2009 - April 2010
JPMorgan Chase & Co. March 1998 - November 2008
Barclays Capital August 2005 - January 2006
Kintetsu World Express August 1995 - March 1998
J.Crew Inc. August 1991 - August 1995
Skills
VPN, Wireless, Perimeter Security, Data Center, Security, IPS, Network Security, LAN/WAN, Wireless Networking, Deployment, PIX, Multicast, EIGRP, BGP, Network Architecture, OSPF, IDS, Network Engineering, RIP, Routing, Firewalls, QoS, Cisco, WAN, Frame Relay, Network Design, MPLS, Switches, Routers, Virtualization, Disaster Recovery, Network Administration, TCP/IP, IT Management, Load Balancing, Cloud Computing, SNMP, Troubleshooting, CiscoWorks, VMware, Visio, STP, IP, Cisco Technologies, System Deployment, Infrastructure, Cisco IOS, Information Security, CCNA, VLAN
Education
New York University 1992 — 1994
BS
LaGuardia Community College. 1986 — 1988
AAS.
Kathryn Kreis, CFA Kathryn Kreis, CFA's Morgan Stanley Experience August 2006 - September 2007
Job News & Research Analyst at CSS, LLC
Industry Financial Services
Experience
CSS, LLC September 2007 - Present
Morgan Stanley August 2006 - September 2007
Morgan Stanley August 2004 - August 2006
Skills
Bloomberg, Excel, Equities, Series 7, Asset Managment, Investments
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics and Business
Springfield High School
CSS, LLC September 2007 - Present
Morgan Stanley August 2006 - September 2007
Morgan Stanley August 2004 - August 2006
Skills
Bloomberg, Excel, Equities, Series 7, Asset Managment, Investments
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics and Business
Springfield High School
Kristine Warner Kristine Warner's Morgan Stanley Experience June 2000 - February 2002
Job Dynamic Advisory Investment Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
Guggenheim Investments March 2006 - Present
RydexSGI March 2006 - April 2012
ALLSTATE FINANCIAL SERVICES October 2004 - March 2006
Wirehouse Division January 2003 - September 2004
Wirehouse Division June 2002 - December 2002
Merrill Lynch March 2002 - June 2002
Morgan Stanley June 2000 - February 2002
Education
Lake Forest College 1996 — 2000
Bachelors, Business
George Rakic's Morgan Stanley Experience January 2014 - January 2014
Job Research Analyst at Millennium Partners
Industry Financial Services
Experience
Millennium Partners June 2015 - Present
Millennium Partners May 2014 - May 2015
Morgan Stanley January 2014 - January 2014
AcademicConnect September 2012 - May 2013
Education
Lafayette College 2011 — 2015
Bachelor of Science (B.S.), Mathematics; Minor in Computer Science; Financial Certificate
Mathematics High School 2007 — 2011
Mathematics, Computer Science, Physics, general
Petnica Science Center 2007 — 2011
Mathematics
Millennium Partners June 2015 - Present
Millennium Partners May 2014 - May 2015
Morgan Stanley January 2014 - January 2014
AcademicConnect September 2012 - May 2013
Education
Lafayette College 2011 — 2015
Bachelor of Science (B.S.), Mathematics; Minor in Computer Science; Financial Certificate
Mathematics High School 2007 — 2011
Mathematics, Computer Science, Physics, general
Petnica Science Center 2007 — 2011
Mathematics
J. Scott Miller Jr. J. Scott Miller Jr.'s Morgan Stanley Experience January 2000 - April 2005
Job Partner at Blue Bell Private Wealth Management
Industry Financial Services
Experience
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley January 2000 - April 2005
Education
Lafayette College 1996 — 2000
Bachelor of Science (BS), Business & Economics
William Penn Charter 1988 — 1996
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley January 2000 - April 2005
Education
Lafayette College 1996 — 2000
Bachelor of Science (BS), Business & Economics
William Penn Charter 1988 — 1996
Guilherme Ferreira de Avila's Morgan Stanley Experience June 2015 - August 2015
Job Senior Economics & Finance Student
Industry Financial Services
Experience
Lafayette College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Lafayette College 2015 - May 2015
Investment Club August 2014 - May 2015
Lafayette College February 2013 - February 2015
Lafayette College May 2013 - December 2013
Department of Economics at Lafayette College September 2012 - December 2013
The Walt Disney Company November 2009 - February 2010
Skills
Financial Analysis, Stata, Research, Econometrics, Financial Modeling, Investments, Data Analysis, Quantitative Analytics, Latin American markets, Equity Research, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Management, Finance, PowerPoint, Microsoft PowerPoint, Sales, English, Photoshop, Training, Analysis, Social Media, Brazilian Economy, Statistics, Spanish, Teamwork, Public Speaking, Time Management
Education
Lafayette College 2012 — 2016
Bachelor's Degree, Economics with a Certificate of Financial Policy & Analysis
Universidade de Brasília 2008 — 2011
Bachelor's degree (5/8 semesters), International Relations
United Nations, Brasilia
United Nations Dialogues Course
Kirkland Lake District Composite School 2006 — 2007
High School
Lafayette College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Lafayette College 2015 - May 2015
Investment Club August 2014 - May 2015
Lafayette College February 2013 - February 2015
Lafayette College May 2013 - December 2013
Department of Economics at Lafayette College September 2012 - December 2013
The Walt Disney Company November 2009 - February 2010
Skills
Financial Analysis, Stata, Research, Econometrics, Financial Modeling, Investments, Data Analysis, Quantitative Analytics, Latin American markets, Equity Research, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Management, Finance, PowerPoint, Microsoft PowerPoint, Sales, English, Photoshop, Training, Analysis, Social Media, Brazilian Economy, Statistics, Spanish, Teamwork, Public Speaking, Time Management
Education
Lafayette College 2012 — 2016
Bachelor's Degree, Economics with a Certificate of Financial Policy & Analysis
Universidade de Brasília 2008 — 2011
Bachelor's degree (5/8 semesters), International Relations
United Nations, Brasilia
United Nations Dialogues Course
Kirkland Lake District Composite School 2006 — 2007
High School
John F Mack John F Mack's Morgan Stanley Experience May 2008 - June 2014
Job Business Analyst, Project Manager, Client Success looking for a new opportunity on the West Coast
Industry Financial Services
Experience
Morgan Stanley May 2008 - June 2014
Morgan Stanley April 2007 - April 2008
Citi October 2005 - April 2007
Handblock Inc. November 2000 - October 2005
Skills
Project Management, Management, Risk Management, Offshore Management, Workflow/Process..., Financial Services, Entitlements, Hedge Funds, Fixed Income, Experienced Business..., Bloomberg, Prime Brokerage, Trading, Electronic Trading, Trading Systems, Credit Derivatives, Employee Learning &..., Sales, Securities, Leadership, Business Process..., Finance, Business Analysis, Market Data, Client Co-ordination
Education
Lawrence University
Bachelor of Arts (B.A.), broad range of study in Humanities, Math, and Music
Morgan Stanley May 2008 - June 2014
Morgan Stanley April 2007 - April 2008
Citi October 2005 - April 2007
Handblock Inc. November 2000 - October 2005
Skills
Project Management, Management, Risk Management, Offshore Management, Workflow/Process..., Financial Services, Entitlements, Hedge Funds, Fixed Income, Experienced Business..., Bloomberg, Prime Brokerage, Trading, Electronic Trading, Trading Systems, Credit Derivatives, Employee Learning &..., Sales, Securities, Leadership, Business Process..., Finance, Business Analysis, Market Data, Client Co-ordination
Education
Lawrence University
Bachelor of Arts (B.A.), broad range of study in Humanities, Math, and Music
Benjamin Maczuzak Benjamin Maczuzak's Morgan Stanley Experience December 2006 - September 2007
Job Entertaining New Opportunities
Industry Financial Services
Experience
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Glen Luckjiff Glen Luckjiff's Morgan Stanley Experience October 2011 - April 2013
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2013 - Present
Morgan Stanley October 2011 - April 2013
Citadel LLC September 2003 - October 2011
Soft Switching Technologies May 1995 - September 2003
Skills
Options, Market Making, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Quantitative Finance, Market Data, Credit Derivatives, Quantitative Investing, Trading, Financial Markets, Portfolio Management, Investment Banking, Bloomberg
Education
University of Chicago 2001 — 2003
M.S., Mathematics
University of Wisconsin-Madison 1990 — 2002
PhD, Applied Math/Electrical Engineering
Rensselaer Polytechnic Institute 1989 — 1990
M.S., Electrical Engineering
Lafayette College 1985 — 1989
B.S., Electrical Engineering
Jefferies & Company April 2013 - Present
Morgan Stanley October 2011 - April 2013
Citadel LLC September 2003 - October 2011
Soft Switching Technologies May 1995 - September 2003
Skills
Options, Market Making, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Quantitative Finance, Market Data, Credit Derivatives, Quantitative Investing, Trading, Financial Markets, Portfolio Management, Investment Banking, Bloomberg
Education
University of Chicago 2001 — 2003
M.S., Mathematics
University of Wisconsin-Madison 1990 — 2002
PhD, Applied Math/Electrical Engineering
Rensselaer Polytechnic Institute 1989 — 1990
M.S., Electrical Engineering
Lafayette College 1985 — 1989
B.S., Electrical Engineering
Karen D'Attanasio Karen D'Attanasio's Morgan Stanley Experience February 2012 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Oculus Partners, LLC April 2011 - December 2011
Morgan Stanley February 2007 - April 2011
Food Network - Scripps Networks October 2005 - December 2006
Northeast Investment Management, Inc. August 2003 - July 2005
Brown Brothers Harriman & Co. January 2001 - August 2003
Education
Lafayette College
B.A., International Affairs & Spanish, cum laude
Morgan Stanley February 2012 - Present
Oculus Partners, LLC April 2011 - December 2011
Morgan Stanley February 2007 - April 2011
Food Network - Scripps Networks October 2005 - December 2006
Northeast Investment Management, Inc. August 2003 - July 2005
Brown Brothers Harriman & Co. January 2001 - August 2003
Education
Lafayette College
B.A., International Affairs & Spanish, cum laude
Neil Burke Neil Burke's Morgan Stanley Experience 1999 - July 2011
Job Director Prime Services at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Morgan Stanley 1999 - July 2011
LTCM 1996 - 1999
Morgan Stanley 1993 - 1996
Education
Le Moyne College 1989 — 1993
Credit Suisse July 2011 - Present
Morgan Stanley 1999 - July 2011
LTCM 1996 - 1999
Morgan Stanley 1993 - 1996
Education
Le Moyne College 1989 — 1993
Lauren Rios Lauren Rios's Morgan Stanley Experience February 2008 - April 2014
Job UBS Alternative Investments
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley February 2008 - April 2014
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Fixed Income, Capital Markets, Asset Management
Education
New York Law School 2002 — 2005
Lafayette College 1998 — 2002
BA, English & Art History
UBS April 2014 - Present
Morgan Stanley February 2008 - April 2014
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Fixed Income, Capital Markets, Asset Management
Education
New York Law School 2002 — 2005
Lafayette College 1998 — 2002
BA, English & Art History
Steven Centrella Steven Centrella's Morgan Stanley Experience 2004 - 2005
Job Senior DirectorAcquisitions Intercontinental Real Estate Corp
Industry Real Estate
Experience
Intercontinental Real Estate Corp February 2005 - Present
Morgan Stanley 2004 - 2005
Fidelity Investments 2001 - January 2004
AEW Capital Management July 1994 - June 1997
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate, Valuation, Investments, Disposition, Real Estate Development, Capital Markets, Financial Modeling, Private Equity, Brokerage, Real Estate Transactions, Acquisitions, Financial Analysis, Underwriting, Portfolio Management, Financial Structuring, Structured Finance, Joint Ventures
Education
Lake Forest College 1980 — 1984
BS, Biology/Chemistry
Northfield Mount Hermon 1980 — 1981
Intercontinental Real Estate Corp February 2005 - Present
Morgan Stanley 2004 - 2005
Fidelity Investments 2001 - January 2004
AEW Capital Management July 1994 - June 1997
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate, Valuation, Investments, Disposition, Real Estate Development, Capital Markets, Financial Modeling, Private Equity, Brokerage, Real Estate Transactions, Acquisitions, Financial Analysis, Underwriting, Portfolio Management, Financial Structuring, Structured Finance, Joint Ventures
Education
Lake Forest College 1980 — 1984
BS, Biology/Chemistry
Northfield Mount Hermon 1980 — 1981
Marianne Bellino Marianne Bellino's Morgan Stanley Experience August 2001 - February 2009
Job Vice President at Goldman Sachs
Industry Health, Wellness and Fitness
Experience
Goldman Sachs April 2010 - Present
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Morgan Stanley August 2001 - February 2009
Avistar Communications April 2000 - July 2001
Accenture May 1999 - April 2000
JP Morgan June 1993 - March 1999
Skills
Coaching, Team Building, Employee Engagement, Problem Solving, Strategic Planning, Organizational..., Leadership Development, Healthcare, Change Management, Mentoring, Talent Management, Business Strategy, Executive Coaching, Program Management, Event Planning, Team Leadership, Organizational Design, Career Development, Human Resources, Leadership, Strategy
Education
SUNY Purchase and Institute for Integrative Nutrition 2008 — 2009
CHHC, Nutrition
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Accounting
Lafayette College 1989 — 1993
BA, Economics
Goldman Sachs April 2010 - Present
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Morgan Stanley August 2001 - February 2009
Avistar Communications April 2000 - July 2001
Accenture May 1999 - April 2000
JP Morgan June 1993 - March 1999
Skills
Coaching, Team Building, Employee Engagement, Problem Solving, Strategic Planning, Organizational..., Leadership Development, Healthcare, Change Management, Mentoring, Talent Management, Business Strategy, Executive Coaching, Program Management, Event Planning, Team Leadership, Organizational Design, Career Development, Human Resources, Leadership, Strategy
Education
SUNY Purchase and Institute for Integrative Nutrition 2008 — 2009
CHHC, Nutrition
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Accounting
Lafayette College 1989 — 1993
BA, Economics
Treyvon Jackson Treyvon Jackson's Morgan Stanley Experience August 2015 - Present
Job MBA Candidate, Regent University Director, North American FX Operations
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Prudential Fixed Income July 2014 - August 2015
Societe Generale June 2013 - June 2014
State Street November 2012 - June 2013
Barclays May 2012 - November 2012
Goldman Sachs July 2010 - October 2011
Lafayette College August 2009 - May 2010
Posse 2006 - 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Public Speaking, Microsoft Excel, PowerPoint, Vlookups, Macros, MISYS, GTSS, FXALL, TRAIANA/Harmony, Microsoft Word..., PowerPoint Proficiency, Public Speaking Skills, Presentation Skills, Customer Service..., Client Relationship..., Finance, Banking, FX Options, Settlement, Risk Management, Microsoft Word, Foreign Exchange, SWIFT payments, Swift Alliance, Macro, Financial Analysis, Vlookup, Prime Brokerage, Bloomberg, Customer Experience, Trading, Fixed Income
Education
Regent University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 2006 — 2010
BA, Interdisciplinary-Performance Studies
University of the District of Columbia 2004 — 2006
Friendship Collegiate Academy 2003 — 2006
Morgan Stanley August 2015 - Present
Prudential Fixed Income July 2014 - August 2015
Societe Generale June 2013 - June 2014
State Street November 2012 - June 2013
Barclays May 2012 - November 2012
Goldman Sachs July 2010 - October 2011
Lafayette College August 2009 - May 2010
Posse 2006 - 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Public Speaking, Microsoft Excel, PowerPoint, Vlookups, Macros, MISYS, GTSS, FXALL, TRAIANA/Harmony, Microsoft Word..., PowerPoint Proficiency, Public Speaking Skills, Presentation Skills, Customer Service..., Client Relationship..., Finance, Banking, FX Options, Settlement, Risk Management, Microsoft Word, Foreign Exchange, SWIFT payments, Swift Alliance, Macro, Financial Analysis, Vlookup, Prime Brokerage, Bloomberg, Customer Experience, Trading, Fixed Income
Education
Regent University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 2006 — 2010
BA, Interdisciplinary-Performance Studies
University of the District of Columbia 2004 — 2006
Friendship Collegiate Academy 2003 — 2006
Jennifer Todd Jennifer Todd's Morgan Stanley Experience January 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
State Street January 2013 - August 2013
Northeastern University Marketing Department September 2009 - August 2013
IBM June 2011 - January 2012
Freedom Boat Club April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Spanish, Data Analysis, Securities Lending, Account Management, Relationship Management, Financial Modeling, Product Development, International Relations, Research, Bloomberg, Social Media Marketing
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.Sc.), International Business (Finance)
Charter
Framingham High School
Lancaster University
Morgan Stanley January 2014 - Present
State Street January 2013 - August 2013
Northeastern University Marketing Department September 2009 - August 2013
IBM June 2011 - January 2012
Freedom Boat Club April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Spanish, Data Analysis, Securities Lending, Account Management, Relationship Management, Financial Modeling, Product Development, International Relations, Research, Bloomberg, Social Media Marketing
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.Sc.), International Business (Finance)
Charter
Framingham High School
Lancaster University
Christiane Cottrell McNamara Christiane Cottrell McNamara's Morgan Stanley Experience 1989 - 1991
Job Associate at Dudley & Shanley LLC
Industry Investment Management
Experience
Dudley & Shanley LLC 2002 - Present
Robert A. Stanger & Co. 1996 - 2002
Avondale Partners 1991 - 1994
Morgan Stanley 1989 - 1991
Morgan Stanley 1986 - 1989
ExxonMobil 1984 - 1986
ExxonMobil 1981 - 1984
Education
Lafayette College 1977 — 1981
Bachelor of Science (B.S.), Chemical Engineering
Rumson-Fair Haven Regional High School 1973 — 1977
Dudley & Shanley LLC 2002 - Present
Robert A. Stanger & Co. 1996 - 2002
Avondale Partners 1991 - 1994
Morgan Stanley 1989 - 1991
Morgan Stanley 1986 - 1989
ExxonMobil 1984 - 1986
ExxonMobil 1981 - 1984
Education
Lafayette College 1977 — 1981
Bachelor of Science (B.S.), Chemical Engineering
Rumson-Fair Haven Regional High School 1973 — 1977
George D. Terzakis George D. Terzakis's Morgan Stanley Experience 2000 - 2005
Job Employment Coordinator at Thresholds
Industry Nonprofit Organization Management
Experience
Thresholds July 2013 - Present
Family Resource Center on Disabilities 2011 - Present
Healthcare Alternative Systems, Inc (H.A.S.) 2011 - Present
Northern Illinois Employee Assistance Professionals Association (NIEAPA) 2008 - 2014
Jobs For Youth 2011 - 2013
Progress Center for Independent Living 2007 - 2010
Morgan Stanley 2000 - 2005
Skills
Non-profits, Program Development, Community Outreach, Fundraising, Case Managment, Program Management, Nonprofits, Public Speaking, Leadership Development, Client-focused, Strategic Planning, Mental Health, Case Management, Volunteer Management, Recruiting, Workforce Development, Grant Writing, Social Services
Education
Lake Forest College
Bachelor of Arts (B.A.), Political Science
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.)
Thresholds July 2013 - Present
Family Resource Center on Disabilities 2011 - Present
Healthcare Alternative Systems, Inc (H.A.S.) 2011 - Present
Northern Illinois Employee Assistance Professionals Association (NIEAPA) 2008 - 2014
Jobs For Youth 2011 - 2013
Progress Center for Independent Living 2007 - 2010
Morgan Stanley 2000 - 2005
Skills
Non-profits, Program Development, Community Outreach, Fundraising, Case Managment, Program Management, Nonprofits, Public Speaking, Leadership Development, Client-focused, Strategic Planning, Mental Health, Case Management, Volunteer Management, Recruiting, Workforce Development, Grant Writing, Social Services
Education
Lake Forest College
Bachelor of Arts (B.A.), Political Science
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.)
Samantha Druks Samantha Druks's Morgan Stanley Experience June 2014 - Present
Job Sales and Trading Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2014 - Present
Westport Resources June 2013 - August 2013
Krupp Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Matlab, Social Media, Photoshop, Public Speaking, AutoCAD, Editing, Mathematica, Customer Service, C++, Event Planning, HTML, Java, Facebook, Spanish, Data Analysis
Education
Lafayette College 2010 — 2014
Morgan Stanley June 2014 - Present
Westport Resources June 2013 - August 2013
Krupp Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Matlab, Social Media, Photoshop, Public Speaking, AutoCAD, Editing, Mathematica, Customer Service, C++, Event Planning, HTML, Java, Facebook, Spanish, Data Analysis
Education
Lafayette College 2010 — 2014
Anthony Josey Anthony Josey's Morgan Stanley Experience July 2013 - Present
Job A+ Certified desktop support technician aspiring network security administrator
Industry Information Technology and Services
Experience
Tolt Solutions April 2014 - Present
Morgan Stanley July 2013 - Present
City University of New York February 2013 - February 2013
TEKsystems September 2012 - September 2012
New York City Housing Authority January 2012 - June 2012
Anthony Technical Support August 2010 - June 2012
American Friends of The Hebrew University July 2011 - August 2011
igotittoo May 2011 - July 2011
Citigroup Global Markets Inc August 2010 - February 2011
Citigroup August 2010 - January 2011
Skills
XP, Troubleshooting, Software Installation, Technical Support, Operating Systems, Help Desk Support, Windows, Laptops, Security, Network Security, Computer Repair, Printers, Wireless Networking, Information Technology, Blackberry, System Deployment, Microsoft Office, Antivirus, Management, Training, Customer Service, Active Directory, Nonprofits, Computer Hardware, Desktop Computers, System Administration, Windows Server, Network Administration, Windows 7, Office 2010, Software, Workstations, Outlook, Analysis, Microsoft Excel, Goal Oriented, Microsoft Office 2007, Motivational Speaking, Poetry, Musicians, Customer Experience, Customer Satisfaction, Technical Presentations, Presentations, Hardware, Servers, VMware, Windows XP
Education
Laguardia Community College 2010 — 2014
Associate's degree, Computer Operations: network administration and security option
Year Up, inc. 2010 — 2011
Technical training certificate, Computer operations
Per Scholas Institute for TechnologyNew 2009 — 2009
A+ Certification, Information Technology
Tolt Solutions April 2014 - Present
Morgan Stanley July 2013 - Present
City University of New York February 2013 - February 2013
TEKsystems September 2012 - September 2012
New York City Housing Authority January 2012 - June 2012
Anthony Technical Support August 2010 - June 2012
American Friends of The Hebrew University July 2011 - August 2011
igotittoo May 2011 - July 2011
Citigroup Global Markets Inc August 2010 - February 2011
Citigroup August 2010 - January 2011
Skills
XP, Troubleshooting, Software Installation, Technical Support, Operating Systems, Help Desk Support, Windows, Laptops, Security, Network Security, Computer Repair, Printers, Wireless Networking, Information Technology, Blackberry, System Deployment, Microsoft Office, Antivirus, Management, Training, Customer Service, Active Directory, Nonprofits, Computer Hardware, Desktop Computers, System Administration, Windows Server, Network Administration, Windows 7, Office 2010, Software, Workstations, Outlook, Analysis, Microsoft Excel, Goal Oriented, Microsoft Office 2007, Motivational Speaking, Poetry, Musicians, Customer Experience, Customer Satisfaction, Technical Presentations, Presentations, Hardware, Servers, VMware, Windows XP
Education
Laguardia Community College 2010 — 2014
Associate's degree, Computer Operations: network administration and security option
Year Up, inc. 2010 — 2011
Technical training certificate, Computer operations
Per Scholas Institute for TechnologyNew 2009 — 2009
A+ Certification, Information Technology
Steve Sivak's Morgan Stanley Experience February 2008 - Present
Job CFP®, Sports and Entertainment Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
UBS Wealth Management October 2006 - February 2008
Bank of America April 2005 - October 2006
Accenture July 2002 - April 2005
Skills
Portfolio Management, Investments, Banking, Risk Management, Financial Modeling, Asset Managment, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Mutual Funds, Wealth Management, Valuation
Education
Lafayette College 1997 — 2001
BS, Civil Engineering
Morgan Stanley February 2008 - Present
UBS Wealth Management October 2006 - February 2008
Bank of America April 2005 - October 2006
Accenture July 2002 - April 2005
Skills
Portfolio Management, Investments, Banking, Risk Management, Financial Modeling, Asset Managment, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Mutual Funds, Wealth Management, Valuation
Education
Lafayette College 1997 — 2001
BS, Civil Engineering
Geraldo Pereira Neto's Morgan Stanley Experience June 2015 - Present
Job Country Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Lafayette College August 2014 - May 2015
Lafayette College August 2014 - May 2015
BRICS Policy Center May 2013 - May 2015
Lafayette College August 2012 - May 2015
Lafayette College January 2012 - May 2015
J.P. Morgan January 2015 - January 2015
Lafayette College June 2014 - December 2014
Ministry of External Relations May 2014 - June 2014
المركز المصريُ لدراسات السياسات العامة - ECPPS April 2014 - June 2014
Skills
Research, English, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Human Rights, Interviews, Customer Service, Teamwork, Public Speaking, Photoshop, INews, Investigative Reporting, Event Planning, Leadership, International Relations, Editing, Economics, Finance, Emerging Markets, Latin America
Education
Lafayette College 2011 — 2015
Bachelor of Arts (Honors), Economics & International Affairs, Magna Cum Laude
Princeton University 2014 — 2014
PPIA Public Affairs and International Affairs Summer Institute, Public Policy Analysis, Economics, Statistics
University of Geneva 2013 — 2013
French, International Law, International Security and Activities of International Organizations
Escola SESC - Boarding School in Rio 2008 — 2010
Morgan Stanley June 2015 - Present
Lafayette College August 2014 - May 2015
Lafayette College August 2014 - May 2015
BRICS Policy Center May 2013 - May 2015
Lafayette College August 2012 - May 2015
Lafayette College January 2012 - May 2015
J.P. Morgan January 2015 - January 2015
Lafayette College June 2014 - December 2014
Ministry of External Relations May 2014 - June 2014
المركز المصريُ لدراسات السياسات العامة - ECPPS April 2014 - June 2014
Skills
Research, English, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Human Rights, Interviews, Customer Service, Teamwork, Public Speaking, Photoshop, INews, Investigative Reporting, Event Planning, Leadership, International Relations, Editing, Economics, Finance, Emerging Markets, Latin America
Education
Lafayette College 2011 — 2015
Bachelor of Arts (Honors), Economics & International Affairs, Magna Cum Laude
Princeton University 2014 — 2014
PPIA Public Affairs and International Affairs Summer Institute, Public Policy Analysis, Economics, Statistics
University of Geneva 2013 — 2013
French, International Law, International Security and Activities of International Organizations
Escola SESC - Boarding School in Rio 2008 — 2010
Catherine Guinee Catherine Guinee's Morgan Stanley Experience 2006 - 2009
Job Dynamic Corporate Analyst & Advisor Exploring Opportunities in Business Development and High Yield Financing
Industry Financial Services
Experience
Exploring Opportunities in Business Development and Finance 2009 - Present
Morgan Stanley 2006 - 2009
Moody's Investors Service 1995 - 2005
BHF-BANK 1994 - 1995
Bankers Trust Company of New York 1991 - 1994
Chrysler Capital Corporation 1989 - 1991
Bankers Trust Company of New York 1985 - 1989
Morgan Guaranty Trust Company of New York 1980 - 1983
Skills
Credit Analysis, Leveraged Finance, High Yield, Fixed Income, Private Equity, Credit Rating Advisory, Business Development, Management, Project Management, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Capital Markets, LBO, Portfolio Management, Investment Banking, Structured Finance, Banking, Financial Modeling, Investments, Financial Structuring, Financial Analysis, Equities, Strategy, Credit, Credit Risk, Valuation, Strategic Planning, Hedge Funds, Analysis, Project Finance, Emerging Markets, Bonds, Financial Services, Equity Research, Loans, Financial Markets, Risk Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, International Business and Spanish
Lafayette College 1976 — 1980
AB, International Affairs, French
Exploring Opportunities in Business Development and Finance 2009 - Present
Morgan Stanley 2006 - 2009
Moody's Investors Service 1995 - 2005
BHF-BANK 1994 - 1995
Bankers Trust Company of New York 1991 - 1994
Chrysler Capital Corporation 1989 - 1991
Bankers Trust Company of New York 1985 - 1989
Morgan Guaranty Trust Company of New York 1980 - 1983
Skills
Credit Analysis, Leveraged Finance, High Yield, Fixed Income, Private Equity, Credit Rating Advisory, Business Development, Management, Project Management, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Capital Markets, LBO, Portfolio Management, Investment Banking, Structured Finance, Banking, Financial Modeling, Investments, Financial Structuring, Financial Analysis, Equities, Strategy, Credit, Credit Risk, Valuation, Strategic Planning, Hedge Funds, Analysis, Project Finance, Emerging Markets, Bonds, Financial Services, Equity Research, Loans, Financial Markets, Risk Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, International Business and Spanish
Lafayette College 1976 — 1980
AB, International Affairs, French
Priscilla Meadow's Morgan Stanley Experience May 2003 - April 2005
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Darrial S. Crawl Darrial S. Crawl's Morgan Stanley Experience September 1993 - September 2001
Job Sales & Leasing Consultant at Coastal Cadillac Chevrolet Nissan
Industry Automotive
Experience
Coastal Cadillac Chevrolet Nissan December 2012 - Present
Paddock Chevrolet 2002 - 2009
Morgan Stanley September 1993 - September 2001
Skills
Creative Writing, Science Fiction
Education
Le Moyne College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy/English Literature
Le Moyne College 1986 — 1990
Bachelor's degree, Philosophy/English Literature
Coastal Cadillac Chevrolet Nissan December 2012 - Present
Paddock Chevrolet 2002 - 2009
Morgan Stanley September 1993 - September 2001
Skills
Creative Writing, Science Fiction
Education
Le Moyne College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy/English Literature
Le Moyne College 1986 — 1990
Bachelor's degree, Philosophy/English Literature
Charles Lovell's Morgan Stanley Experience January 1999 - February 2006
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Morgan Stanley January 1999 - February 2006
Skills
Forecasting, Series 7, Retirement Planning, Asset Management, Investments, Strategic Planning, Portfolio Management, Wealth Management, Wealth, Mutual Funds, Certified Financial...
Education
Lafayette College 1995 — 1999
BA, Political Science, Art History
Merrill Lynch February 2006 - Present
Morgan Stanley January 1999 - February 2006
Skills
Forecasting, Series 7, Retirement Planning, Asset Management, Investments, Strategic Planning, Portfolio Management, Wealth Management, Wealth, Mutual Funds, Certified Financial...
Education
Lafayette College 1995 — 1999
BA, Political Science, Art History
Carl Wolford Carl Wolford's Morgan Stanley Experience April 1999 - August 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
Morgan Stanley April 1999 - August 2010
US National Bank - Galveston 1985 - 1989
Skills
Retirement Planning, Asset Managment, Strategic Financial..., Series 7, 401k Rollovers, Investments, Saving for Education, Fixed Annuities, Estate Planning, Financial Analysis, Portfolio Management
Education
Lamar University 1981 — 1985
BBA, Finance
Edward Jones August 2010 - Present
Morgan Stanley April 1999 - August 2010
US National Bank - Galveston 1985 - 1989
Skills
Retirement Planning, Asset Managment, Strategic Financial..., Series 7, 401k Rollovers, Investments, Saving for Education, Fixed Annuities, Estate Planning, Financial Analysis, Portfolio Management
Education
Lamar University 1981 — 1985
BBA, Finance
Tom Boland Tom Boland's Morgan Stanley Experience 2009 - 2011
Job Business & Technology Sales Consultant
Industry Information Technology and Services
Experience
Private Practice Corporate Law 2013 - Present
Freelance Photo Journalist 2011 - 2014
Accenture 2011 - 2013
Morgan Stanley 2009 - 2011
SAP 2005 - 2009
Reuters News Agency 1986 - 2006
Reuters News Agency 1986 - 2006
KPMG 1998 - 2000
IBM 1984 - 1998
Skills
Banking, Core Banking, SAP, Customer Relations, Management Consulting, Business Transformation, Change Management, Program Management, ERP, Business Intelligence, Business Strategy, Pre-sales, Business Process..., Team Leadership, Consultancy, Asia Pacific, Project Implementation, Business Analysis, Account Management, Business Management, Outsourcing, New Business Development, People Management, Offshoring, Performance Management, Vendor Management, Team Management, Channel Management, Sales Management, Strategy Development, Strategic Planning, SAP HR, Consultative Selling, Business Development, Customer Service, Management, Strategy, Sales Operations, Training, Selling, Consulting
Education
Penn State University
J.D., Law
Lehigh University
MBA, International Finance
Lafayette College
Private Practice Corporate Law 2013 - Present
Freelance Photo Journalist 2011 - 2014
Accenture 2011 - 2013
Morgan Stanley 2009 - 2011
SAP 2005 - 2009
Reuters News Agency 1986 - 2006
Reuters News Agency 1986 - 2006
KPMG 1998 - 2000
IBM 1984 - 1998
Skills
Banking, Core Banking, SAP, Customer Relations, Management Consulting, Business Transformation, Change Management, Program Management, ERP, Business Intelligence, Business Strategy, Pre-sales, Business Process..., Team Leadership, Consultancy, Asia Pacific, Project Implementation, Business Analysis, Account Management, Business Management, Outsourcing, New Business Development, People Management, Offshoring, Performance Management, Vendor Management, Team Management, Channel Management, Sales Management, Strategy Development, Strategic Planning, SAP HR, Consultative Selling, Business Development, Customer Service, Management, Strategy, Sales Operations, Training, Selling, Consulting
Education
Penn State University
J.D., Law
Lehigh University
MBA, International Finance
Lafayette College
Michael Elgarten Michael Elgarten's Morgan Stanley Experience 2007 - 2008
Job Chief Financial Officer at Clever Devices
Industry Information Technology and Services
Experience
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Geoffrey Stearns Geoffrey Stearns's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2013 - August 2015
Morgan Stanley June 2012 - August 2012
Skills
Process Improvement, Financial Analysis, Sales, Credit Analysis, Series 7, Fixed Income, Financial Modeling, Bloomberg, Project Planning, Microsoft Excel, High Yield, Finance, Investments, Bloomberg Terminal
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics and Business
John Jay High School 2005 — 2009
Morgan Stanley August 2015 - Present
Morgan Stanley June 2013 - August 2015
Morgan Stanley June 2012 - August 2012
Skills
Process Improvement, Financial Analysis, Sales, Credit Analysis, Series 7, Fixed Income, Financial Modeling, Bloomberg, Project Planning, Microsoft Excel, High Yield, Finance, Investments, Bloomberg Terminal
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics and Business
John Jay High School 2005 — 2009
Ken Loebel Ken Loebel's Morgan Stanley Experience 1999 - 2001
Job Financial planning, investment advisory services, income planning, and insurance solutions
Industry Investment Management
Experience
Wayne Messmer and Associates LLC January 2014 - Present
Personal Income Solutions 2014 - Present
BankFinancial April 2004 - September 2013
First American Bank 2001 - 2004
Morgan Stanley 1999 - 2001
Prudential Securities April 1996 - April 1999
Shamrock Broadcasting/Chancellor/Clear Channel 1994 - 1996
United Broadcasting 1989 - 1994
GMR and Associates 1981 - 1984
Skills
Management, Leadership, Investments, Banking, Sales, New Business Development, Finance, Financial Analysis, Small Business, Strategic Planning, Risk Management, Start-ups, Training, Marketing, Loans, Portfolio Management, Process Improvement, Credit, Consulting, Strategic Financial..., Employee Benefits, Business Strategy, Entrepreneurship, Executive Management, Team Building, Budgets, Forecasting, Relationship Management, Income Protection, Asset Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Life Insurance, Term Life Insurance, Universal Life, Indexed Annuities, Communication, Music Industry, Non-profit Volunteer, Compliance, Securities Regulation, Licensed Life & Health..., General Securities..., Investment Advisory..., Entrepreneurial..., Defined Contribution, 401k Rollovers, IRAs, Online Communications
Education
University of St. Thomas MBA 1992 — 1995
MBA, New Venture Management
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1986
BBA, Finance and Marketing
Brookfield East High School
Diploma
Landmark Education
Wayne Messmer and Associates LLC January 2014 - Present
Personal Income Solutions 2014 - Present
BankFinancial April 2004 - September 2013
First American Bank 2001 - 2004
Morgan Stanley 1999 - 2001
Prudential Securities April 1996 - April 1999
Shamrock Broadcasting/Chancellor/Clear Channel 1994 - 1996
United Broadcasting 1989 - 1994
GMR and Associates 1981 - 1984
Skills
Management, Leadership, Investments, Banking, Sales, New Business Development, Finance, Financial Analysis, Small Business, Strategic Planning, Risk Management, Start-ups, Training, Marketing, Loans, Portfolio Management, Process Improvement, Credit, Consulting, Strategic Financial..., Employee Benefits, Business Strategy, Entrepreneurship, Executive Management, Team Building, Budgets, Forecasting, Relationship Management, Income Protection, Asset Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Life Insurance, Term Life Insurance, Universal Life, Indexed Annuities, Communication, Music Industry, Non-profit Volunteer, Compliance, Securities Regulation, Licensed Life & Health..., General Securities..., Investment Advisory..., Entrepreneurial..., Defined Contribution, 401k Rollovers, IRAs, Online Communications
Education
University of St. Thomas MBA 1992 — 1995
MBA, New Venture Management
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1986
BBA, Finance and Marketing
Brookfield East High School
Diploma
Landmark Education
Kirtika Challa Kirtika Challa's Morgan Stanley Experience August 2014 - Present
Job Morgan Stanley, Corporate FP&A Associate, CCAR
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2012 - July 2014
Lafayette College May 2010 - May 2012
Lafayette College 2008 - 2012
Morgan Stanley June 2011 - August 2011
LeadDog Marketing Group June 2010 - August 2010
HDFC Bank June 2009 - August 2009
Skills
Trading, Financial Analysis, Hedging, CMBS, Risk Management, Asset-backed..., Financial Modeling
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Economics; Engineering Studies, 3.76
Dhirubhai Ambani International School 2006 — 2008
International Baccalaureate, 41/45
Morgan Stanley August 2014 - Present
Morgan Stanley June 2012 - July 2014
Lafayette College May 2010 - May 2012
Lafayette College 2008 - 2012
Morgan Stanley June 2011 - August 2011
LeadDog Marketing Group June 2010 - August 2010
HDFC Bank June 2009 - August 2009
Skills
Trading, Financial Analysis, Hedging, CMBS, Risk Management, Asset-backed..., Financial Modeling
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Economics; Engineering Studies, 3.76
Dhirubhai Ambani International School 2006 — 2008
International Baccalaureate, 41/45
Carol Bruno Carol Bruno's Morgan Stanley Experience 1996 - 1999
Job PBL RN at UTMB School of Nursing
Industry Hospital & Health Care
Experience
Davita Dialysis October 2014 - Present
UTMB School of Nursing June 2014 - Present
Dialysis June 2008 - June 2014
Morgan Stanley Dean Witter 2004 - 2008
Morgan Stanley 1996 - 1999
Skills
Nursing, Public Speaking, EMR, HIPAA, Healthcare Management, Medical/Surgical, Dialysis, Healthcare, Clinical Research, ACLS, Hospitals, Healthcare Information..., Managed Care
Education
The University of Texas Medical Branch at Galveston 1974 — 1976
BSN, Nursing
Walden University
Master’s Degree, Nursing Education
Lamar University
Nursing pre-requisites
Davita Dialysis October 2014 - Present
UTMB School of Nursing June 2014 - Present
Dialysis June 2008 - June 2014
Morgan Stanley Dean Witter 2004 - 2008
Morgan Stanley 1996 - 1999
Skills
Nursing, Public Speaking, EMR, HIPAA, Healthcare Management, Medical/Surgical, Dialysis, Healthcare, Clinical Research, ACLS, Hospitals, Healthcare Information..., Managed Care
Education
The University of Texas Medical Branch at Galveston 1974 — 1976
BSN, Nursing
Walden University
Master’s Degree, Nursing Education
Lamar University
Nursing pre-requisites
Vaughn Hebron's Morgan Stanley Experience September 2013 - January 2014
Job Neuroscience Account Manager at Otsuka Pharmaceutical Companies (U.S.)
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.) July 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) January 2014 - July 2015
Morgan Stanley September 2013 - January 2014
Chesapeake Electrical Services, Inc. August 2013 - September 2013
Raymond James Financial Inc. June 2012 - August 2012
Maxim Healthcare Services December 2009 - July 2010
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Outlook, Windows, Excel, Analysis, Photoshop, Data Analysis, Leadership, Training, Social Networking, Event Planning, Marketing, Team Leadership, Teaching, Event Management, Nonprofits, Recruiting, Social Media Marketing, Spanish, Public Speaking, Project Management, Social Media, Time Management, Financial Analysis, Teamwork, Fundraising, Access, Facebook, Public Relations, Editing, Leadership Development, Program Management, Sales, Economics, Strategic Planning
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Major: Economics and Business; Minor: Africana Studies
Otsuka Pharmaceutical Companies (U.S.) July 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) January 2014 - July 2015
Morgan Stanley September 2013 - January 2014
Chesapeake Electrical Services, Inc. August 2013 - September 2013
Raymond James Financial Inc. June 2012 - August 2012
Maxim Healthcare Services December 2009 - July 2010
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Outlook, Windows, Excel, Analysis, Photoshop, Data Analysis, Leadership, Training, Social Networking, Event Planning, Marketing, Team Leadership, Teaching, Event Management, Nonprofits, Recruiting, Social Media Marketing, Spanish, Public Speaking, Project Management, Social Media, Time Management, Financial Analysis, Teamwork, Fundraising, Access, Facebook, Public Relations, Editing, Leadership Development, Program Management, Sales, Economics, Strategic Planning
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Major: Economics and Business; Minor: Africana Studies
Charles E. Chuck Heare Charles E. Chuck Heare's Morgan Stanley Experience February 2000 - July 2005
Job First Vice President Wealth Management/Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
Todd Nicholas Todd Nicholas's Morgan Stanley Experience June 2004 - July 2004
Job Account Executive Aligning Sales, Marketing, and Product Leaders
Industry Information Services
Experience
SiriusDecisions February 2015 - Present
ACTIV Financial Systems, Inc. February 2013 - February 2015
ACTIV Financial Systems, Inc. January 2011 - January 2013
TransUnion October 2009 - December 2010
Fidelity Investments, Institutional Investments Group July 2008 - February 2009
Morgan Stanley June 2004 - July 2004
Skills
Investments, Account Management, Sales Management, Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Customer Service, Team Leadership, New Business Development, Sales, Negotiation, Social Media, Contract Negotiation, Marketing Strategy, Marketing, Financial Analysis, Project Management, Trading Systems, Electronic Trading, Market Data, Selling, Sales Operations, Low Latency, CRM
Education
Lafayette College 2004 — 2008
Bachelor of Arts, Business and Economics, English
saint johns high
SiriusDecisions February 2015 - Present
ACTIV Financial Systems, Inc. February 2013 - February 2015
ACTIV Financial Systems, Inc. January 2011 - January 2013
TransUnion October 2009 - December 2010
Fidelity Investments, Institutional Investments Group July 2008 - February 2009
Morgan Stanley June 2004 - July 2004
Skills
Investments, Account Management, Sales Management, Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Customer Service, Team Leadership, New Business Development, Sales, Negotiation, Social Media, Contract Negotiation, Marketing Strategy, Marketing, Financial Analysis, Project Management, Trading Systems, Electronic Trading, Market Data, Selling, Sales Operations, Low Latency, CRM
Education
Lafayette College 2004 — 2008
Bachelor of Arts, Business and Economics, English
saint johns high
Natalia Oyola's Morgan Stanley Experience August 2007 - May 2008
Job Ad Operations Manager at AOL
Industry Online Media
Experience
AOL February 2014 - Present
ImpreMedia August 2012 - February 2014
ImpreMedia March 2011 - August 2012
Hadassah May 2010 - March 2011
Common Ground Community May 2009 - October 2009
Common Ground Community March 2009 - May 2009
Common Ground Community May 2008 - March 2009
Morgan Stanley August 2007 - May 2008
Skills
Facebook, Social Media, Research, Microsoft Office, Excel, Outlook, Word, Twitter, Tumblr, DoubleClick, DART for Publishers, Gmail, Yelp, Marketing, Copywriting, Microsoft Word, PPC, Microsoft Excel, Media Planning
Education
Lafayette College 2003 — 2007
BA, Anthropology & Sociology / Art History
AOL February 2014 - Present
ImpreMedia August 2012 - February 2014
ImpreMedia March 2011 - August 2012
Hadassah May 2010 - March 2011
Common Ground Community May 2009 - October 2009
Common Ground Community March 2009 - May 2009
Common Ground Community May 2008 - March 2009
Morgan Stanley August 2007 - May 2008
Skills
Facebook, Social Media, Research, Microsoft Office, Excel, Outlook, Word, Twitter, Tumblr, DoubleClick, DART for Publishers, Gmail, Yelp, Marketing, Copywriting, Microsoft Word, PPC, Microsoft Excel, Media Planning
Education
Lafayette College 2003 — 2007
BA, Anthropology & Sociology / Art History
Bobby Lewis | CPSM Bobby Lewis | CPSM's Morgan Stanley Experience April 2004 - August 2004
Job Supply Chain Professional
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles 2013 - Present
Chrysler Group LLC June 2011 - July 2013
Sodecia March 2011 - June 2011
BorgWarner Automotive September 2010 - March 2011
Henze Stamping and Machine Tool June 2006 - February 2010
Morgan Stanley April 2004 - August 2004
Skills
Purchasing, Supply Chain Management, Business Acumen, Automotive, Supply Management, Procurement, Strategic Sourcing, Global Sourcing, Continuous Improvement, Lean Manufacturing, Negotiation, Manufacturing, iPhone, Blackberry, Supply Chain, Inventory Management, Supplier Development, Materials Management, Supplier Quality, PPAP, Value Stream Mapping, Kaizen, APQP, Stamping, Supplier Negotiation, Logistics, JIT, 5S, Supplier Evaluation, Kanban, TS16949, Components, Parts, Low Cost Country..., ISO, FMEA, Purchase Management, Quality Management, Warehousing, Steel, Manufacturing..., Root Cause Analysis, Program Management, MRP, Budgets, Leadership, Strategic Planning, Six Sigma, Management, Process Improvement
Education
Lawrence Technological University 2012 — 2016
Master of Business Administration (M.B.A.), Global Leadership and Finance
Institute For Supply Chain Management 2012 — 2012
CPSM - Certification, Supply Chain Management
Michigan State University 2000 — 2004
Bachelor of Arts, Economics
South Lake High School 1996 — 2000
FCA Fiat Chrysler Automobiles 2013 - Present
Chrysler Group LLC June 2011 - July 2013
Sodecia March 2011 - June 2011
BorgWarner Automotive September 2010 - March 2011
Henze Stamping and Machine Tool June 2006 - February 2010
Morgan Stanley April 2004 - August 2004
Skills
Purchasing, Supply Chain Management, Business Acumen, Automotive, Supply Management, Procurement, Strategic Sourcing, Global Sourcing, Continuous Improvement, Lean Manufacturing, Negotiation, Manufacturing, iPhone, Blackberry, Supply Chain, Inventory Management, Supplier Development, Materials Management, Supplier Quality, PPAP, Value Stream Mapping, Kaizen, APQP, Stamping, Supplier Negotiation, Logistics, JIT, 5S, Supplier Evaluation, Kanban, TS16949, Components, Parts, Low Cost Country..., ISO, FMEA, Purchase Management, Quality Management, Warehousing, Steel, Manufacturing..., Root Cause Analysis, Program Management, MRP, Budgets, Leadership, Strategic Planning, Six Sigma, Management, Process Improvement
Education
Lawrence Technological University 2012 — 2016
Master of Business Administration (M.B.A.), Global Leadership and Finance
Institute For Supply Chain Management 2012 — 2012
CPSM - Certification, Supply Chain Management
Michigan State University 2000 — 2004
Bachelor of Arts, Economics
South Lake High School 1996 — 2000
Jackie Armstrong Jackie Armstrong's Morgan Stanley Experience September 2011 - October 2012
Job Compensation at J.Crew, Blogger, Freelance Food Writer
Industry Human Resources
Experience
One Girl's Dish January 2013 - Present
J.Crew October 2012 - Present
Morgan Stanley September 2011 - October 2012
Mars March 2011 - June 2011
Mars October 2009 - March 2011
Mars March 2008 - October 2009
Lehman Brothers 2007 - 2008
Skills
HRIS, Talent Management, College Recruiting, Succession Planning, Talent Acquisition, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Onboarding, Compensation
Education
Lafayette College 2003 — 2007
Bachelor of Arts
One Girl's Dish January 2013 - Present
J.Crew October 2012 - Present
Morgan Stanley September 2011 - October 2012
Mars March 2011 - June 2011
Mars October 2009 - March 2011
Mars March 2008 - October 2009
Lehman Brothers 2007 - 2008
Skills
HRIS, Talent Management, College Recruiting, Succession Planning, Talent Acquisition, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Onboarding, Compensation
Education
Lafayette College 2003 — 2007
Bachelor of Arts
Jennifer Sarkis Jennifer Sarkis's Morgan Stanley Experience August 2009 - August 2009
Job Senior Financial Analyst at American Express
Industry Financial Services
Experience
American Express June 2015 - Present
American Express February 2014 - June 2015
Cantor Fitzgerald October 2013 - February 2014
BDO USA, LLP July 2011 - October 2013
BDO USA, LLP June 2010 - August 2010
RCB Communications January 2010 - January 2010
Morgan Stanley August 2009 - August 2009
Primavera’s Bistro March 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Bloomberg Terminal, Capital IQ, Stata, Spanish, Financial Analysis, Financial Variance..., Variance Analysis, Trend Analysis, Due Diligence, Transaction Advisory..., Restructuring, Client Servi, Analytics, Finance, Corporate Finance, Financial Accounting
Education
Lafayette College 2007 — 2011
B.A, Economics and Business; Finance
The Center for Cross-Cultural Study 2008 — 2008
Spanish Language and Literature
American Express June 2015 - Present
American Express February 2014 - June 2015
Cantor Fitzgerald October 2013 - February 2014
BDO USA, LLP July 2011 - October 2013
BDO USA, LLP June 2010 - August 2010
RCB Communications January 2010 - January 2010
Morgan Stanley August 2009 - August 2009
Primavera’s Bistro March 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Bloomberg Terminal, Capital IQ, Stata, Spanish, Financial Analysis, Financial Variance..., Variance Analysis, Trend Analysis, Due Diligence, Transaction Advisory..., Restructuring, Client Servi, Analytics, Finance, Corporate Finance, Financial Accounting
Education
Lafayette College 2007 — 2011
B.A, Economics and Business; Finance
The Center for Cross-Cultural Study 2008 — 2008
Spanish Language and Literature
Aaron Jagoda Aaron Jagoda's Morgan Stanley Experience July 2015 - Present
Job Intern at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2015 - Present
University of Maryland January 2014 - May 2014
University of Maryland Women’s Varsity Basketball Team January 2012 - May 2014
The Aspire Group Inc May 2013 - August 2013
Emory Physical Therapy June 2011 - August 2011
Hazon Yeshaya Soup Kitchen March 2010 - June 2010
Café Nova January 2010 - March 2010
Hammer School August 2009 - December 2009
Skills
Microsoft Office, Public Speaking, Research, Photoshop, Microsoft Excel, Teamwork, Social Media, Customer Service, PowerPoint, Microsoft Word, Management, Sales, Social Networking, Teaching, Training
Education
University of Maryland College Park 2011 — 2015
Kinesiology & Judaic Studies, Minor in Actuarial Mathematics, 3.76
Lasell College 2010 — 2011
Sports Science, Athletic Training/Trainer
Morgan Stanley July 2015 - Present
University of Maryland January 2014 - May 2014
University of Maryland Women’s Varsity Basketball Team January 2012 - May 2014
The Aspire Group Inc May 2013 - August 2013
Emory Physical Therapy June 2011 - August 2011
Hazon Yeshaya Soup Kitchen March 2010 - June 2010
Café Nova January 2010 - March 2010
Hammer School August 2009 - December 2009
Skills
Microsoft Office, Public Speaking, Research, Photoshop, Microsoft Excel, Teamwork, Social Media, Customer Service, PowerPoint, Microsoft Word, Management, Sales, Social Networking, Teaching, Training
Education
University of Maryland College Park 2011 — 2015
Kinesiology & Judaic Studies, Minor in Actuarial Mathematics, 3.76
Lasell College 2010 — 2011
Sports Science, Athletic Training/Trainer
Josh Niemi's Morgan Stanley Experience May 2003 - July 2003
Job Global Sourcing Manager
Industry Pharmaceuticals
Experience
Hospira October 2012 - Present
Hospira November 2011 - November 2012
Athletico January 2007 - October 2009
Athletico January 2006 - January 2007
Chicago Fire Soccer May 2004 - December 2005
Morgan Stanley May 2003 - July 2003
Skills
Customer Service, Microsoft Office, Marketing, Business Development, Contract Management, Networking, Microsoft Excel
Education
Valparaiso University 2009 — 2011
MBA, Business Administration
Lake Forest College 2000 — 2004
BA, Business, Political Science
Warren Township High School
Hospira October 2012 - Present
Hospira November 2011 - November 2012
Athletico January 2007 - October 2009
Athletico January 2006 - January 2007
Chicago Fire Soccer May 2004 - December 2005
Morgan Stanley May 2003 - July 2003
Skills
Customer Service, Microsoft Office, Marketing, Business Development, Contract Management, Networking, Microsoft Excel
Education
Valparaiso University 2009 — 2011
MBA, Business Administration
Lake Forest College 2000 — 2004
BA, Business, Political Science
Warren Township High School
Erica Platt's Morgan Stanley Experience June 2002 - April 2011
Job Director, Marketing Communications, at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors April 2014 - Present
Deutsche Bank April 2011 - October 2013
Morgan Stanley June 2002 - April 2011
Skills
Alternative Investments, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Asset Management, Equities, Media Relations, Internal & External..., Strategic Communications, Investment Management, Investment Banking
Education
Lafayette College
Prudential Real Estate Investors April 2014 - Present
Deutsche Bank April 2011 - October 2013
Morgan Stanley June 2002 - April 2011
Skills
Alternative Investments, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Asset Management, Equities, Media Relations, Internal & External..., Strategic Communications, Investment Management, Investment Banking
Education
Lafayette College
Scott Dennis Scott Dennis's Morgan Stanley Experience October 2006 - November 2008
Job Director, iShares Capital Markets at BlackRock
Industry Financial Services
Experience
BlackRock November 2010 - Present
BlackRock October 2009 - November 2010
Morgan Stanley October 2006 - November 2008
Bloomberg September 2000 - October 2006
Skills
ETFs, Investment Banking, Fixed Income, Series 7, Capital Markets, Alternative Investments, Financial Markets, Bloomberg, Derivatives, Trading, Options, Series 63, Mutual Funds, Equities, Hedge Funds
Education
Lafayette College 1996 — 2000
BA, Government and Law
BlackRock November 2010 - Present
BlackRock October 2009 - November 2010
Morgan Stanley October 2006 - November 2008
Bloomberg September 2000 - October 2006
Skills
ETFs, Investment Banking, Fixed Income, Series 7, Capital Markets, Alternative Investments, Financial Markets, Bloomberg, Derivatives, Trading, Options, Series 63, Mutual Funds, Equities, Hedge Funds
Education
Lafayette College 1996 — 2000
BA, Government and Law
Gregory Viscomi Gregory Viscomi's Morgan Stanley Experience 1999 - 2007
Job Certified College Planner at Premier College Funding LLC
Industry Financial Services
Experience
Premier College Funding LLC September 2009 - Present
Insight Financial Services September 2008 - Present
Morgan Stanley 1999 - 2007
Berlitz International March 1995 - November 1997
Education
Chubb Institute 1998 — 1999
Programming, Computer programming
Lafayette College 1987 — 1991
BA, History
Premier College Funding LLC September 2009 - Present
Insight Financial Services September 2008 - Present
Morgan Stanley 1999 - 2007
Berlitz International March 1995 - November 1997
Education
Chubb Institute 1998 — 1999
Programming, Computer programming
Lafayette College 1987 — 1991
BA, History
Debbie Chueh - Debbie.Chueh@gmail.com's Morgan Stanley Experience September 2007 - March 2008
Job Associate at Bank of TokyoMitsubishi UFJ
Industry Human Resources
Experience
Bank of Tokyo-Mitsubishi UFJ October 2012 - Present
Nomura Securities 2011 - October 2012
JPMorgan March 2008 - November 2010
Morgan Stanley September 2007 - March 2008
Kaplan K12 Learning Services June 2006 - May 2007
Skills
HRIS, Data Analysis, Performance Management, Business Objects, Leadership, Training, Employee Training, Organizational..., PeopleSoft, Human Resources, Diversity & Inclusion..., Vendor Management, Policy, Employee Engagement, Analysis, E-Learning, Training Delivery, Payroll, Technical Recruiting, System Administration, Applicant Tracking..., Personnel Management, Succession Planning, Employee Relations, Talent Acquisition, Leadership Development, Budgets, Recruiting, Management, Talent Management, Interviews, New Hire Orientations, Onboarding, Workshop Facilitation, Coaching, Sourcing
Education
Landmark Education 2012 — 2012
New York University, College of Arts and ScienceNew 2002 — 2005
Bachelor of Arts, Psychology and Journalism
Columbia University, Teacher's College
Bank of Tokyo-Mitsubishi UFJ October 2012 - Present
Nomura Securities 2011 - October 2012
JPMorgan March 2008 - November 2010
Morgan Stanley September 2007 - March 2008
Kaplan K12 Learning Services June 2006 - May 2007
Skills
HRIS, Data Analysis, Performance Management, Business Objects, Leadership, Training, Employee Training, Organizational..., PeopleSoft, Human Resources, Diversity & Inclusion..., Vendor Management, Policy, Employee Engagement, Analysis, E-Learning, Training Delivery, Payroll, Technical Recruiting, System Administration, Applicant Tracking..., Personnel Management, Succession Planning, Employee Relations, Talent Acquisition, Leadership Development, Budgets, Recruiting, Management, Talent Management, Interviews, New Hire Orientations, Onboarding, Workshop Facilitation, Coaching, Sourcing
Education
Landmark Education 2012 — 2012
New York University, College of Arts and ScienceNew 2002 — 2005
Bachelor of Arts, Psychology and Journalism
Columbia University, Teacher's College
Elbyn Mustafa's Morgan Stanley Experience 1995 - 2001
Job Operations and Training Professional in the Food Service Industry with Global Experience
Industry Restaurants
Experience
Focus Brands November 2012 - Present
Wendy's International, Inc. (formerly Wendy’s Arby’s Group) 2010 - 2012
Arby's Restaurant Group 2008 - 2010
Arby's Restaurant Group 2002 - 2008
Ultimate Staffing 2002 - 2002
Advantage Cable Services 2001 - 2002
Morgan Stanley 1995 - 2001
Tiger Staffing 1993 - 1995
IBM 1990 - 1993
Skills
Training Visual Aids, Project Management, Project Coordination, Procedure Manuals, Spanish-English, English-Spanish, Department Budgeting, Managing Project Budgets, Desktop Publishing, Computer Graphics, Computer Software..., Articulate Studio, Instructional Design, Microsoft Office, Adobe Creative Suite, Customer Service, Restaurant Management, Food Service, Restaurants, Income Statement, Franchising, Vendor Management, Vendor Relationships, Vendor Management Skills, Management, Time Management, Cross-functional Team..., Human Resources, Budgets, Visio, Program Management, Hiring, Food & Beverage, Multi-unit, Food, New Restaurant Openings, P&L, P&L Management, Catering, Multi-Unit
Education
University of Phoenix
Bachelor of Science, Business Management
Laguardia Community College
Associate, Computer Science
Focus Brands November 2012 - Present
Wendy's International, Inc. (formerly Wendy’s Arby’s Group) 2010 - 2012
Arby's Restaurant Group 2008 - 2010
Arby's Restaurant Group 2002 - 2008
Ultimate Staffing 2002 - 2002
Advantage Cable Services 2001 - 2002
Morgan Stanley 1995 - 2001
Tiger Staffing 1993 - 1995
IBM 1990 - 1993
Skills
Training Visual Aids, Project Management, Project Coordination, Procedure Manuals, Spanish-English, English-Spanish, Department Budgeting, Managing Project Budgets, Desktop Publishing, Computer Graphics, Computer Software..., Articulate Studio, Instructional Design, Microsoft Office, Adobe Creative Suite, Customer Service, Restaurant Management, Food Service, Restaurants, Income Statement, Franchising, Vendor Management, Vendor Relationships, Vendor Management Skills, Management, Time Management, Cross-functional Team..., Human Resources, Budgets, Visio, Program Management, Hiring, Food & Beverage, Multi-unit, Food, New Restaurant Openings, P&L, P&L Management, Catering, Multi-Unit
Education
University of Phoenix
Bachelor of Science, Business Management
Laguardia Community College
Associate, Computer Science
Alison Mooney Alison Mooney's Morgan Stanley Experience January 2015 - January 2015
Job Institutional Sales and Trading Intern at INTL FCStone Inc.
Industry Financial Services
Experience
ATTIC and Calculus Calvary January 2014 - Present
Campus Life Office August 2014 - Present
Independent 2011 - Present
INTL FCStone Inc. June 2015 - August 2015
FactSet January 2015 - January 2015
Morgan Stanley January 2015 - January 2015
Evergreen Partners, Inc. June 2014 - August 2014
One Financial Services January 2014 - January 2014
Skills
Academic Tutoring, Mathematical Modeling, Peer Tutoring, Leadership, SAT Tutoring, Financial Accounting, Mission Work, Volunteering, CisionPoint, Microsoft Excel, Microsoft Word, Mac OS, Tutoring, Customer Service, Facebook
Education
Lafayette College 2013 — 2017
Bachelor of Arts (B.A.), Mathematics and Economics
North Hunterdon High School 2009 — 2013
ATTIC and Calculus Calvary January 2014 - Present
Campus Life Office August 2014 - Present
Independent 2011 - Present
INTL FCStone Inc. June 2015 - August 2015
FactSet January 2015 - January 2015
Morgan Stanley January 2015 - January 2015
Evergreen Partners, Inc. June 2014 - August 2014
One Financial Services January 2014 - January 2014
Skills
Academic Tutoring, Mathematical Modeling, Peer Tutoring, Leadership, SAT Tutoring, Financial Accounting, Mission Work, Volunteering, CisionPoint, Microsoft Excel, Microsoft Word, Mac OS, Tutoring, Customer Service, Facebook
Education
Lafayette College 2013 — 2017
Bachelor of Arts (B.A.), Mathematics and Economics
North Hunterdon High School 2009 — 2013
Matthew Strack Matthew Strack's Morgan Stanley Experience June 2001 - September 2003
Job Corporate Transportation Specialist
Industry Transportation/Trucking/Railroad
Experience
Strack Premier Transportation 2006 - Present
Morgan Stanley June 2001 - September 2003
Skills
Transportation, Asset Managment, Investments, New Business Development, Event Planning, Business Development, Strategic Planning, Management, Financial Analysis, Aviation, Strategic Financial..., Airports
Education
University of California, Los Angeles 1999 — 2001
Bachelors, Economics
Landmark Education 2005 — 2008
Curriculum of Living
Strack Premier Transportation 2006 - Present
Morgan Stanley June 2001 - September 2003
Skills
Transportation, Asset Managment, Investments, New Business Development, Event Planning, Business Development, Strategic Planning, Management, Financial Analysis, Aviation, Strategic Financial..., Airports
Education
University of California, Los Angeles 1999 — 2001
Bachelors, Economics
Landmark Education 2005 — 2008
Curriculum of Living
Rocco Rizzo ITIL Certified Rocco Rizzo ITIL Certified's Morgan Stanley Experience August 2011 - November 2011
Job Senior Infrastructure Implementation Engineer at Sirius XM Radio Inc.
Industry Information Services
Experience
Sirius XM Radio Inc. September 2015 - Present
Consolidated Data Services December 2011 - September 2015
Morgan Stanley August 2011 - November 2011
Forbes Media March 2009 - August 2011
CGS May 2008 - January 2009
IPG 2004 - 2008
Soros Fund Management April 2001 - January 2004
IBM Global Services September 2000 - March 2001
Bear Stearns 1992 - 2000
ADP 1984 - 1992
Skills
Process Improvement, IT Management, Project Management, Integration, Team Building, Leadership, Enterprise Software, Disaster Recovery, Management, Data Center, Vendor Management, Strategic Planning, IT Service Management, Active Directory, Budgets, Security, IT Strategy, IT Operations, Technical Support, Enterprise Architecture, Cloud Computing, Networking, SDLC, Software Documentation, Program Management, Business Analysis, Business Intelligence, Negotiation, Information Technology, System Administration, Visio, ITIL, VMware, Infrastructure, SharePoint, Virtualization, Servers, Client Relations, Customer Service, Team Leadership
Education
Laguardia Community College 1978 — 1980
Associates, Data Processing
Sirius XM Radio Inc. September 2015 - Present
Consolidated Data Services December 2011 - September 2015
Morgan Stanley August 2011 - November 2011
Forbes Media March 2009 - August 2011
CGS May 2008 - January 2009
IPG 2004 - 2008
Soros Fund Management April 2001 - January 2004
IBM Global Services September 2000 - March 2001
Bear Stearns 1992 - 2000
ADP 1984 - 1992
Skills
Process Improvement, IT Management, Project Management, Integration, Team Building, Leadership, Enterprise Software, Disaster Recovery, Management, Data Center, Vendor Management, Strategic Planning, IT Service Management, Active Directory, Budgets, Security, IT Strategy, IT Operations, Technical Support, Enterprise Architecture, Cloud Computing, Networking, SDLC, Software Documentation, Program Management, Business Analysis, Business Intelligence, Negotiation, Information Technology, System Administration, Visio, ITIL, VMware, Infrastructure, SharePoint, Virtualization, Servers, Client Relations, Customer Service, Team Leadership
Education
Laguardia Community College 1978 — 1980
Associates, Data Processing
Susan Doran Susan Doran's Morgan Stanley Experience November 2011 - Present
Job New England Region Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Massachusetts General Hospital August 2008 - Present
Kimball Office July 1996 - November 2011
Skills
Sales, Customer Service, Sales Management, Strategic Planning, Account Management, Product Development, Management, Training, Sales Operations, Selling, Team Building, Contract Negotiation, Negotiation, Leadership, Sales Process, Marketing, New Business Development, Budgets, Salesforce.com, Marketing Strategy, Business Development
Education
Lake Forest College 1984 — 1988
BA, Psychology
Morgan Stanley November 2011 - Present
Massachusetts General Hospital August 2008 - Present
Kimball Office July 1996 - November 2011
Skills
Sales, Customer Service, Sales Management, Strategic Planning, Account Management, Product Development, Management, Training, Sales Operations, Selling, Team Building, Contract Negotiation, Negotiation, Leadership, Sales Process, Marketing, New Business Development, Budgets, Salesforce.com, Marketing Strategy, Business Development
Education
Lake Forest College 1984 — 1988
BA, Psychology
Daniel Maccabee Daniel Maccabee's Morgan Stanley Experience June 2013 - August 2013
Job Investment Sales Associate at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield December 2014 - Present
Morgan Stanley June 2013 - August 2013
United Water June 2012 - August 2012
Skills
Stata, Research, PowerPoint, Economics, Statistics, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Higher Education, Mathematica, Econometrics, Public Speaking, Spanish, Matlab, Facebook, Social Media, Critical Thinking
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Horace Greeley High School 2006 — 2010
Cushman & Wakefield December 2014 - Present
Morgan Stanley June 2013 - August 2013
United Water June 2012 - August 2012
Skills
Stata, Research, PowerPoint, Economics, Statistics, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Higher Education, Mathematica, Econometrics, Public Speaking, Spanish, Matlab, Facebook, Social Media, Critical Thinking
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Horace Greeley High School 2006 — 2010
Robert C. Napor Robert C. Napor's Morgan Stanley Experience October 2015 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley October 2015 - Present
FDM Group October 2012 - September 2015
Skills
Unix, Perl, SQL, Sybase Adaptive Server, Java
Education
Lafayette College 2010 — 2012
B.S., Computer Science
Villanova University 2008 — 2010
B.S., Astronomy and Astrophysics
Morgan Stanley October 2015 - Present
FDM Group October 2012 - September 2015
Skills
Unix, Perl, SQL, Sybase Adaptive Server, Java
Education
Lafayette College 2010 — 2012
B.S., Computer Science
Villanova University 2008 — 2010
B.S., Astronomy and Astrophysics
Travis Williamson's Morgan Stanley Experience June 2010 - June 2011
Job Partner at Albourne Partners
Industry Investment Management
Experience
Albourne Partners October 2013 - Present
Federal Reserve Bank of New York June 2011 - October 2013
Morgan Stanley June 2010 - June 2011
Royal Bank of Canada 2009 - 2010
DCF Capital May 2004 - January 2009
GHCO 2002 - 2004
Skills
Equities, Hedge Funds, Alternative Investments, Trading, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Commodities, Fixed Income, Financial Modeling, Investments, Derivatives, Financial Markets, Asset Allocation, Trading Systems, Options, Series 7, Equity Derivatives, Financial Analysis, Investment Strategies, Technical Analysis, Hedging, Bonds, Quantitative Analysis, Risk, Electronic Trading, Global Macro, Economics, Credit Derivatives, Trading Strategies, Fund Of Funds, Equity Research, Debt, Credit, Monetary Policy, Monetary Economics, Pensions, Pension Funds, Risk Analysis, Risk Management, Business Relationship..., Buy-side, Mutual Funds, ETFs, Series 3, Series 66, Emerging Markets, Equity Trading
Education
Lafayette College 1997 — 2001
BA
University of Connecticut
MBA
Albourne Partners October 2013 - Present
Federal Reserve Bank of New York June 2011 - October 2013
Morgan Stanley June 2010 - June 2011
Royal Bank of Canada 2009 - 2010
DCF Capital May 2004 - January 2009
GHCO 2002 - 2004
Skills
Equities, Hedge Funds, Alternative Investments, Trading, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Commodities, Fixed Income, Financial Modeling, Investments, Derivatives, Financial Markets, Asset Allocation, Trading Systems, Options, Series 7, Equity Derivatives, Financial Analysis, Investment Strategies, Technical Analysis, Hedging, Bonds, Quantitative Analysis, Risk, Electronic Trading, Global Macro, Economics, Credit Derivatives, Trading Strategies, Fund Of Funds, Equity Research, Debt, Credit, Monetary Policy, Monetary Economics, Pensions, Pension Funds, Risk Analysis, Risk Management, Business Relationship..., Buy-side, Mutual Funds, ETFs, Series 3, Series 66, Emerging Markets, Equity Trading
Education
Lafayette College 1997 — 2001
BA
University of Connecticut
MBA
Susan Plotnik's Morgan Stanley Experience September 2000 - June 2002
Job Senior Human Resources Business Partner at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2009 - Present
Hologic (Formerly Cytyc) August 2007 - January 2009
Golden West Financial/Wachovia August 2002 - August 2007
Morgan Stanley September 2000 - June 2002
Showtime Networks January 1997 - September 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Personnel Management, Interviews, Deferred Compensation, Management, Team Building, New Hire Orientations, Project Management, Sales
Education
Le Moyne College 1991 — 1995
B.S., Human Resources
SVB Financial Group August 2009 - Present
Hologic (Formerly Cytyc) August 2007 - January 2009
Golden West Financial/Wachovia August 2002 - August 2007
Morgan Stanley September 2000 - June 2002
Showtime Networks January 1997 - September 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Personnel Management, Interviews, Deferred Compensation, Management, Team Building, New Hire Orientations, Project Management, Sales
Education
Le Moyne College 1991 — 1995
B.S., Human Resources
Doreen Lucas's Morgan Stanley Experience December 2007 - September 2009
Job Experienced Traditional and Digital Marketing Professional
Industry Marketing and Advertising
Experience
Wells Fargo May 2015 - Present
National Grid May 2013 - December 2014
National Grid August 2012 - May 2013
Dale Carnegie Training April 2012 - July 2012
Zeus Staffing, Inc July 2010 - July 2012
The Guardian Life Insurance Company of America October 2010 - April 2012
J.P. Morgan (for Magnum Solutions) July 2010 - October 2010
Morgan Stanley December 2007 - September 2009
AllianceBernstein June 2007 - November 2007
AllianceBernstein November 2005 - June 2007
Skills
Online Marketing, Direct Mail, Market Planning, Promotions, Vendor Management, Project management, Creative strategy..., Strategic Planning, sales support, relationship management, Online Advertising, Sales Operations, Strategic Communications, Competitive Analysis, Marketing, Project Management, Sales, Relationship Management, Strategy, Leadership, Lead Generation, Direct Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Program Management, CRM, Digital Marketing, Product Development, Integrated Marketing, Creative Direction, Social Media Marketing, Consulting, Internal Communications, Newsletters
Education
Le Moyne College 1998 — 2002
B.S., Business, Marketing
Wells Fargo May 2015 - Present
National Grid May 2013 - December 2014
National Grid August 2012 - May 2013
Dale Carnegie Training April 2012 - July 2012
Zeus Staffing, Inc July 2010 - July 2012
The Guardian Life Insurance Company of America October 2010 - April 2012
J.P. Morgan (for Magnum Solutions) July 2010 - October 2010
Morgan Stanley December 2007 - September 2009
AllianceBernstein June 2007 - November 2007
AllianceBernstein November 2005 - June 2007
Skills
Online Marketing, Direct Mail, Market Planning, Promotions, Vendor Management, Project management, Creative strategy..., Strategic Planning, sales support, relationship management, Online Advertising, Sales Operations, Strategic Communications, Competitive Analysis, Marketing, Project Management, Sales, Relationship Management, Strategy, Leadership, Lead Generation, Direct Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Program Management, CRM, Digital Marketing, Product Development, Integrated Marketing, Creative Direction, Social Media Marketing, Consulting, Internal Communications, Newsletters
Education
Le Moyne College 1998 — 2002
B.S., Business, Marketing
Marc Ampaw's Morgan Stanley Experience May 2008 - April 2011
Job Executive Director Credit Investment & Financing at VTB Bank (Austria)
Industry Investment Banking
Experience
VTB Bank (Austria) April 2013 - Present
Cerberus Capital European Holding (BAWAG PSK) May 2011 - April 2013
Morgan Stanley May 2008 - April 2011
Ernst & Young May 2002 - July 2006
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Due Diligence, Business Valuation, Capital Markets, Corporate Finance, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Entrepreneurial Management
University of Virginia 2002 — 2003
MSc, Accounting
Lafayette College 1998 — 2002
BA, Economics and International Affairs
Ghana International School
GCE A Levels
VTB Bank (Austria) April 2013 - Present
Cerberus Capital European Holding (BAWAG PSK) May 2011 - April 2013
Morgan Stanley May 2008 - April 2011
Ernst & Young May 2002 - July 2006
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Due Diligence, Business Valuation, Capital Markets, Corporate Finance, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Entrepreneurial Management
University of Virginia 2002 — 2003
MSc, Accounting
Lafayette College 1998 — 2002
BA, Economics and International Affairs
Ghana International School
GCE A Levels
Rosa Engracia's Morgan Stanley Experience 2001 - 2005
Job Medical Assistant at Dr Carmili
Industry Human Resources
Experience
Dr Carmaili June 2014 - Present
intaboro 2 way radio February 2004 - October 2008
Morgan Stanley 2001 - 2005
Skills
Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Strategic Planning, Project Management, Recruiting, Human Resources
Education
Sanford-Brown Institute-New York 2013 — 2014
Certificate in Medical Assistant
laguardia community college 1999 — 2001
Dr Carmaili June 2014 - Present
intaboro 2 way radio February 2004 - October 2008
Morgan Stanley 2001 - 2005
Skills
Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Strategic Planning, Project Management, Recruiting, Human Resources
Education
Sanford-Brown Institute-New York 2013 — 2014
Certificate in Medical Assistant
laguardia community college 1999 — 2001
Koren Miller Kratchman's Morgan Stanley Experience September 1995 - 2008
Job Stay at Home Mommy :)
Industry Recreational Facilities and Services
Experience
Morgan Stanley September 1995 - 2008
Education
Pace University 1995 — 1999
MBA, Financial Management & Marketing
Lafayette College 1990 — 1994
Spring Valley Senior High School
Morgan Stanley September 1995 - 2008
Education
Pace University 1995 — 1999
MBA, Financial Management & Marketing
Lafayette College 1990 — 1994
Spring Valley Senior High School
Sara Lundy's Morgan Stanley Experience 2000 - 2003
Job Finance Manager at MINI of Marin
Industry Automotive
Experience
BMW of Austin August 2015 - Present
Hotwicks September 2007 - Present
MINI of Marin February 2012 - March 2015
BMW July 2009 - September 2011
Ramussen MINI April 2007 - August 2008
LoopNet September 2003 - October 2005
Morgan Stanley 2000 - 2003
Skills
Online Advertising, Salesforce.com, Account Management, Automobile, Lead Generation, Selling, Customer Retention, Customer Satisfaction, E-commerce, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Sales, Sales Management, Sales Process
Education
New York University 1994 — 1997
Bachelor's degree, Broadcast Journalism
Lafayette College 1993 — 1994
BMW of Austin August 2015 - Present
Hotwicks September 2007 - Present
MINI of Marin February 2012 - March 2015
BMW July 2009 - September 2011
Ramussen MINI April 2007 - August 2008
LoopNet September 2003 - October 2005
Morgan Stanley 2000 - 2003
Skills
Online Advertising, Salesforce.com, Account Management, Automobile, Lead Generation, Selling, Customer Retention, Customer Satisfaction, E-commerce, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Sales, Sales Management, Sales Process
Education
New York University 1994 — 1997
Bachelor's degree, Broadcast Journalism
Lafayette College 1993 — 1994
Manny Reynoso's Morgan Stanley Experience 2005 - 2008
Job Telecommunications Consultant and Contractor
Industry Telecommunications
Experience
Edge Technology Group 2011 - Present
Deutsche Bank August 2009 - November 2011
Macquarie Bank 2008 - 2009
Morgan Stanley 2005 - 2008
Myriad Supply Company 2007 - July 2007
Globix 1998 - 2004
Skills
Cisco IOS, JUNOS, Cisco Catalyst Switches, Video over IP, VoIP, Cisco IP Telephony..., Unified Communications, Jabber, Cisco Call Manager, Call Manager Express, Avaya IP Telephony, Unity Connection, Telecommunications
Education
LaGuardia Community College 2007 — 2007
Edge Technology Group 2011 - Present
Deutsche Bank August 2009 - November 2011
Macquarie Bank 2008 - 2009
Morgan Stanley 2005 - 2008
Myriad Supply Company 2007 - July 2007
Globix 1998 - 2004
Skills
Cisco IOS, JUNOS, Cisco Catalyst Switches, Video over IP, VoIP, Cisco IP Telephony..., Unified Communications, Jabber, Cisco Call Manager, Call Manager Express, Avaya IP Telephony, Unity Connection, Telecommunications
Education
LaGuardia Community College 2007 — 2007
Shep Washburn's Morgan Stanley Experience January 2007 - December 2007
Job Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson July 2013 - Present
The Delves Group March 2008 - June 2013
Dolan McEniry Capital Management January 2008 - March 2008
Morgan Stanley January 2007 - December 2007
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Data Analysis, Business Planning, Strategy, Mergers & Acquisitions, Marketing Strategy, Management, Due Diligence, Management Consulting, Leadership, Business Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance; Strategic Management; Marketing Management
Lake Forest College 2003 — 2007
Bachelor of Arts (B.A.), Business & Spanish
Pembroke Hill School
Towers Watson July 2013 - Present
The Delves Group March 2008 - June 2013
Dolan McEniry Capital Management January 2008 - March 2008
Morgan Stanley January 2007 - December 2007
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Data Analysis, Business Planning, Strategy, Mergers & Acquisitions, Marketing Strategy, Management, Due Diligence, Management Consulting, Leadership, Business Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance; Strategic Management; Marketing Management
Lake Forest College 2003 — 2007
Bachelor of Arts (B.A.), Business & Spanish
Pembroke Hill School
Mark Gaines's Morgan Stanley Experience March 2010 - April 2015
Job Manager, IT Security at Endo Pharmaceuticals
Industry Information Technology and Services
Experience
Endo Pharmaceuticals April 2015 - Present
Morgan Stanley March 2010 - April 2015
Barr Laboratories, Inc June 2008 - December 2009
Barr Pharmaceuticals June 2008 - December 2009
BT INS February 2005 - July 2008
Micro Strategies Inc 1997 - 2005
Skills
Data Governance, CISSP, Information Security, Security, Entitlements, DLP, IT Strategy, Troubleshooting, Project Management, SDLC, ITIL, Disaster Recovery, Enterprise Architecture
Education
Lafayette College 1991 — 1995
BA, Civil Engineering
Delbarton School 1987 — 1991
Endo Pharmaceuticals April 2015 - Present
Morgan Stanley March 2010 - April 2015
Barr Laboratories, Inc June 2008 - December 2009
Barr Pharmaceuticals June 2008 - December 2009
BT INS February 2005 - July 2008
Micro Strategies Inc 1997 - 2005
Skills
Data Governance, CISSP, Information Security, Security, Entitlements, DLP, IT Strategy, Troubleshooting, Project Management, SDLC, ITIL, Disaster Recovery, Enterprise Architecture
Education
Lafayette College 1991 — 1995
BA, Civil Engineering
Delbarton School 1987 — 1991
Alex Gleeson's Morgan Stanley Experience April 1997 - April 2004
Job Corporate Broking
Industry Banking
Experience
Merrill Lynch April 2005 - Present
Morgan Stanley April 1997 - April 2004
Education
Lafayette College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Accounting / Finance
Merrill Lynch April 2005 - Present
Morgan Stanley April 1997 - April 2004
Education
Lafayette College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Accounting / Finance
Kevin Colantropo's Morgan Stanley Experience November 2011 - October 2014
Job
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Morgan Stanley November 2011 - October 2014
Morgan Stanley August 2010 - November 2011
Morgan Stanley July 2006 - August 2010
State Street June 2004 - November 2004
Skills
Credit Derivatives, Interest Rate..., Collateral Management, Operational Risk..., Derivatives, Fixed Income, Equities, Operational Risk
Education
Lafayette College 2000 — 2004
J.P. Morgan October 2014 - Present
Morgan Stanley November 2011 - October 2014
Morgan Stanley August 2010 - November 2011
Morgan Stanley July 2006 - August 2010
State Street June 2004 - November 2004
Skills
Credit Derivatives, Interest Rate..., Collateral Management, Operational Risk..., Derivatives, Fixed Income, Equities, Operational Risk
Education
Lafayette College 2000 — 2004
Emily Hanlon's Morgan Stanley Experience March 1999 - February 2007
Job NonProfit Board of Directors, Committee Chair & Steering Committee Member
Industry Nonprofit Organization Management
Experience
American Red Cross October 2013 - Present
Parent-Child Group 2009 - Present
Junior League of Northern Westchester 2008 - Present
Northern Westchester Hospital 2011 - 2013
Graham Capital Management May 2007 - December 2007
Morgan Stanley March 1999 - February 2007
Sony Corporation of America 1996 - 1997
Skills
Portfolio Management, Financial Analysis, Project Management, Hedge Funds, Fundraising, Strategic Planning, Analysis, Asset Managment, Series 7, Marketing, Investments, Bloomberg, Nonprofits, Asset Management
Education
Lafayette College
BA, International Affairs & French
Loomis Chaffee
High School
American Red Cross October 2013 - Present
Parent-Child Group 2009 - Present
Junior League of Northern Westchester 2008 - Present
Northern Westchester Hospital 2011 - 2013
Graham Capital Management May 2007 - December 2007
Morgan Stanley March 1999 - February 2007
Sony Corporation of America 1996 - 1997
Skills
Portfolio Management, Financial Analysis, Project Management, Hedge Funds, Fundraising, Strategic Planning, Analysis, Asset Managment, Series 7, Marketing, Investments, Bloomberg, Nonprofits, Asset Management
Education
Lafayette College
BA, International Affairs & French
Loomis Chaffee
High School
Bob Chappuis's Morgan Stanley Experience January 2006 - June 2007
Job at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics September 2008 - Present
HSBC June 2008 - September 2008
Axiom Consulting Partners September 2007 - May 2008
Morgan Stanley January 2006 - June 2007
Gulf Trading May 2006 - August 2006
Skills
Logistics, 3PL, Freight, Transportation, Transportation..., Shipping, Supply Chain, Account Management, LTL, Sales, Logistics Management, Supply Chain Management, Sales Operations, Trucking, Container, International Logistics, Truckload, Warehousing, Air Freight, Freight Forwarding, Pricing
Education
Lake Forest College 2004 — 2008
B.A, Business
Culver Academies
Coyote Logistics September 2008 - Present
HSBC June 2008 - September 2008
Axiom Consulting Partners September 2007 - May 2008
Morgan Stanley January 2006 - June 2007
Gulf Trading May 2006 - August 2006
Skills
Logistics, 3PL, Freight, Transportation, Transportation..., Shipping, Supply Chain, Account Management, LTL, Sales, Logistics Management, Supply Chain Management, Sales Operations, Trucking, Container, International Logistics, Truckload, Warehousing, Air Freight, Freight Forwarding, Pricing
Education
Lake Forest College 2004 — 2008
B.A, Business
Culver Academies
Jessica Deiro Berryessa's Morgan Stanley Experience April 1998 - July 1999
Job Certified Occupational Therapy Assistant
Industry Hospital & Health Care
Experience
NYU Langone Medical Center November 2013 - Present
Select Medical December 2012 - November 2013
Executive Search Solutions August 2006 - October 2009
Comforce January 2006 - May 2006
HALLMARK REHABILITATION 2005 - 2005
GENTIVA HEALTH SERVICES 2004 - 2004
ARV Assisted Living, Inc. 2001 - 2003
HR LINK Group, Inc. 2000 - 2001
Morgan Stanley April 1998 - July 1999
Education
Laguardia Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Occupational Therapy Assistant Program
Western Kentucky University 1995 — 1997
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1996
NYU Langone Medical Center November 2013 - Present
Select Medical December 2012 - November 2013
Executive Search Solutions August 2006 - October 2009
Comforce January 2006 - May 2006
HALLMARK REHABILITATION 2005 - 2005
GENTIVA HEALTH SERVICES 2004 - 2004
ARV Assisted Living, Inc. 2001 - 2003
HR LINK Group, Inc. 2000 - 2001
Morgan Stanley April 1998 - July 1999
Education
Laguardia Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Occupational Therapy Assistant Program
Western Kentucky University 1995 — 1997
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1996
Michael Plante's Morgan Stanley Experience March 2007 - August 2007
Job NCC
Industry Information Technology and Services
Experience
NCC December 2014 - Present
Metro Home Healthcare September 2013 - May 2014
Michigan Community VNA (formerly the Visiting Nurse Association of Southeast Michigan) March 2013 - August 2013
Transformation Healthcare April 2011 - October 2012
House Call Physicians September 2007 - March 2011
Morgan Stanley March 2007 - August 2007
Birmingham Bancorp September 2004 - March 2007
The Bartech Group, Inc. 1999 - 2004
Visiting Physicians Association/US Medical Mgmt. Inc. 1993 - 1999
Skills
Healthcare, Healthcare Management, Hospitals, Managed Care, Healthcare Consulting, Healthcare Information..., Medicare, Medicaid, Start-ups, Business Development, EMR, Marketing, Physician..., Home Care, Physicians, HIPAA, Negotiation, Account Management, Long-term Care, Leadership, Practice Management, Elder Care, Revenue Cycle, Physician Relations, Revenue Cycle Management, Utilization Management, Quality Improvement, Wound Care, Informatics, Nursing, Performance Improvement
Education
Lawrence Technological University 1986 — 1991
Bachelor's Degree, Mechanical Engineering/Business Management
Massachusetts Institute of Technology
Computer Science & Artificial Intelligence Lab (CSAIL)
NCC December 2014 - Present
Metro Home Healthcare September 2013 - May 2014
Michigan Community VNA (formerly the Visiting Nurse Association of Southeast Michigan) March 2013 - August 2013
Transformation Healthcare April 2011 - October 2012
House Call Physicians September 2007 - March 2011
Morgan Stanley March 2007 - August 2007
Birmingham Bancorp September 2004 - March 2007
The Bartech Group, Inc. 1999 - 2004
Visiting Physicians Association/US Medical Mgmt. Inc. 1993 - 1999
Skills
Healthcare, Healthcare Management, Hospitals, Managed Care, Healthcare Consulting, Healthcare Information..., Medicare, Medicaid, Start-ups, Business Development, EMR, Marketing, Physician..., Home Care, Physicians, HIPAA, Negotiation, Account Management, Long-term Care, Leadership, Practice Management, Elder Care, Revenue Cycle, Physician Relations, Revenue Cycle Management, Utilization Management, Quality Improvement, Wound Care, Informatics, Nursing, Performance Improvement
Education
Lawrence Technological University 1986 — 1991
Bachelor's Degree, Mechanical Engineering/Business Management
Massachusetts Institute of Technology
Computer Science & Artificial Intelligence Lab (CSAIL)
Janice Demesa's Morgan Stanley Experience April 2013 - July 2014
Job Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2014 - Present
Morgan Stanley April 2013 - July 2014
Morgan Stanley July 2009 - March 2013
Smith Barney Citigroup May 2008 - June 2009
Citi April 2006 - April 2008
Citi September 2002 - March 2006
Skills
Mutual Funds, Marketing Communications, Financial Services, Wealth Management, Financial Analysis, Investment Products, Series 7
Education
Le Moyne College
Bachelor of Business Administration (BBA)
State University of New York College at Geneseo
Allianz Global Investors September 2014 - Present
Morgan Stanley April 2013 - July 2014
Morgan Stanley July 2009 - March 2013
Smith Barney Citigroup May 2008 - June 2009
Citi April 2006 - April 2008
Citi September 2002 - March 2006
Skills
Mutual Funds, Marketing Communications, Financial Services, Wealth Management, Financial Analysis, Investment Products, Series 7
Education
Le Moyne College
Bachelor of Business Administration (BBA)
State University of New York College at Geneseo
Eric Laganowski's Morgan Stanley Experience March 2015 - Present
Job Core Security Operations Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley via NSC Global LLC May 2013 - March 2015
FactSet Research Systems October 2008 - May 2013
Moody's Investors Service March 2007 - June 2008
Integralis August 2003 - March 2007
Rietumu Banka 1997 - 2002
Skills
CISSP, CCSE, CCNA, Security, Checkpoint, VPN, Firewalls, Infrastructure, Information Security, Network Security, Vulnerability Assessment, Penetration Testing, Networking, CISA, TCP/IP
Education
University of Latvia 1995 — 1999
Bachelor, Business Administration
Riga Secondary School No 40 1983 — 1994
Morgan Stanley March 2015 - Present
Morgan Stanley via NSC Global LLC May 2013 - March 2015
FactSet Research Systems October 2008 - May 2013
Moody's Investors Service March 2007 - June 2008
Integralis August 2003 - March 2007
Rietumu Banka 1997 - 2002
Skills
CISSP, CCSE, CCNA, Security, Checkpoint, VPN, Firewalls, Infrastructure, Information Security, Network Security, Vulnerability Assessment, Penetration Testing, Networking, CISA, TCP/IP
Education
University of Latvia 1995 — 1999
Bachelor, Business Administration
Riga Secondary School No 40 1983 — 1994
Dana Baber's Morgan Stanley Experience 2004 - 2006
Job Financial Services Technology Professional
Industry Financial Services
Experience
JP Morgan June 2008 - January 2015
Bear Stearns 2006 - 2008
Morgan Stanley 2004 - 2006
Kestrel Technologies 1998 - 2004
Skills
Acquisition Integration, Valuation, Capital Markets, Derivatives, Investment Banking, Fixed Income, Hedge Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Lafayette College 1986 — 1990
BA, Economics & Business
JP Morgan June 2008 - January 2015
Bear Stearns 2006 - 2008
Morgan Stanley 2004 - 2006
Kestrel Technologies 1998 - 2004
Skills
Acquisition Integration, Valuation, Capital Markets, Derivatives, Investment Banking, Fixed Income, Hedge Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Lafayette College 1986 — 1990
BA, Economics & Business
Wrayno Matt's Morgan Stanley Experience February 2002 - October 2005
Job CEO , The Wrayno Insurance Agency, LLC
Industry Insurance
Experience
The Wrayno Insurance Agency , LLC October 2005 - Present
Morgan Stanley February 2002 - October 2005
United Skates of America February 1995 - April 1998
Education
Lakeland Community College 1998 — 2002
Lakeland Community College 1995 — 1997
Western International University
Well Educated on the Ways of the World
The Wrayno Insurance Agency , LLC October 2005 - Present
Morgan Stanley February 2002 - October 2005
United Skates of America February 1995 - April 1998
Education
Lakeland Community College 1998 — 2002
Lakeland Community College 1995 — 1997
Western International University
Well Educated on the Ways of the World
Jeffrey Wylde's Morgan Stanley Experience 2006 - 2011
Job Sales | Business Development | Corporate Services | Relationship Management
Industry Computer Software
Experience
iBE.net 2014 - Present
KGS-Alpha Capital Markets, L.P. July 2013 - December 2013
Knight Capital Group March 2011 - July 2013
Morgan Stanley 2006 - 2011
Skills
CRM, Sales Process, Business Development, Brand Development, Brand Awareness, Customer Service, Due Diligence, Entrepreneurship, Strategy, Leadership, Start-ups, Marketing, Business Strategy, Strategic Planning, Capital Markets, Finance, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Investor Relations
Education
Lafayette College
Bachelor of Arts (BA), History
College Year in Athens Athens, Greece
iBE.net 2014 - Present
KGS-Alpha Capital Markets, L.P. July 2013 - December 2013
Knight Capital Group March 2011 - July 2013
Morgan Stanley 2006 - 2011
Skills
CRM, Sales Process, Business Development, Brand Development, Brand Awareness, Customer Service, Due Diligence, Entrepreneurship, Strategy, Leadership, Start-ups, Marketing, Business Strategy, Strategic Planning, Capital Markets, Finance, Mergers & Acquisitions, Corporate Finance, Management, Analysis, Investor Relations
Education
Lafayette College
Bachelor of Arts (BA), History
College Year in Athens Athens, Greece
Anita Whelan's Morgan Stanley Experience 1998 - 2001
Job Senior Attorney, Regulatory and Compliance
Industry Financial Services
Experience
Standard & Poor's March 2002 - Present
Vista Research, a division of Standard and Poor's March 2007 - May 2009
Morgan Stanley 1998 - 2001
Schroders Investment Management 1995 - 1998
Prudential Investments September 1987 - November 1995
Skills
Due Diligence, Hedge Funds, Capital Markets, Securities, Asset Managment, Private Equity, Equities, Securities Regulation, Mergers, Derivatives, Corporate Governance, Risk Management, Investments, Corporate Finance, Fixed Income, Financial Risk, Trading, Financial Services, AML, Emerging Markets, Investment Banking, Asset Management, Financial Regulation, Bonds, Financial Markets, Structured Products, SEC, Mutual Funds, Mergers & Acquisitions, Operational Risk, Bloomberg, Broker-Dealer, Structured Finance, Portfolio Management, Series 7, FINRA, Alternative Investments, Options, Financial Institutions, Finance, Securitization, Equity Research, Investment Management, Investment Advisers Act, Licensing, Venture Capital, Investment Company Act, Investment Advisory, Series 24, ETFs
Education
Syracuse University College of Law 1980 — 1982
JD, Law
Le Moyne College 1977 — 1979
B.S., Accounting
Standard & Poor's March 2002 - Present
Vista Research, a division of Standard and Poor's March 2007 - May 2009
Morgan Stanley 1998 - 2001
Schroders Investment Management 1995 - 1998
Prudential Investments September 1987 - November 1995
Skills
Due Diligence, Hedge Funds, Capital Markets, Securities, Asset Managment, Private Equity, Equities, Securities Regulation, Mergers, Derivatives, Corporate Governance, Risk Management, Investments, Corporate Finance, Fixed Income, Financial Risk, Trading, Financial Services, AML, Emerging Markets, Investment Banking, Asset Management, Financial Regulation, Bonds, Financial Markets, Structured Products, SEC, Mutual Funds, Mergers & Acquisitions, Operational Risk, Bloomberg, Broker-Dealer, Structured Finance, Portfolio Management, Series 7, FINRA, Alternative Investments, Options, Financial Institutions, Finance, Securitization, Equity Research, Investment Management, Investment Advisers Act, Licensing, Venture Capital, Investment Company Act, Investment Advisory, Series 24, ETFs
Education
Syracuse University College of Law 1980 — 1982
JD, Law
Le Moyne College 1977 — 1979
B.S., Accounting
Greg Bazarian's Morgan Stanley Experience December 1997 - February 2003
Job Director US OTC Back Office at Societe Generale
Industry Investment Management
Experience
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
R. Haddock's Morgan Stanley Experience October 2005 - June 2014
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2005 - June 2014
Berdon LLP 2004 - 2005
TIAA-CREF 1986 - 2003
Skills
Microsoft Word, Excel,...
Education
Laguardia Community College
Morgan Stanley October 2005 - June 2014
Berdon LLP 2004 - 2005
TIAA-CREF 1986 - 2003
Skills
Microsoft Word, Excel,...
Education
Laguardia Community College
Eric Wiley's Morgan Stanley Experience April 2011 - September 2013
Job Gordon Haskett Research Advisors
Industry Financial Services
Experience
Gordon Haskett Research Advisors September 2013 - Present
Morgan Stanley April 2011 - September 2013
Elco Management August 2010 - March 2011
Skills
Series 63, Financial Markets, Series 7, Microsoft Office, Capital Markets, Equities, Event-driven, Asset Allocation, FINRA, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Microsoft Excel
Education
Lafayette College 2006 — 2010
Bachelor of Arts (B.A.)
Gordon Haskett Research Advisors September 2013 - Present
Morgan Stanley April 2011 - September 2013
Elco Management August 2010 - March 2011
Skills
Series 63, Financial Markets, Series 7, Microsoft Office, Capital Markets, Equities, Event-driven, Asset Allocation, FINRA, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Microsoft Excel
Education
Lafayette College 2006 — 2010
Bachelor of Arts (B.A.)
Haiwen Ma's Morgan Stanley Experience 2014 - 2014
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
Morgan Stanley 2014 - 2014
Ally Financial Inc. 2010 - 2013
Ally Financial Inc. 2009 - 2010
Ally Financial Inc. 2008 - 2009
GE Money 1998 - 2008
GE Asset Management 1996 - 1998
GE Capital 1993 - 1996
Olin Corporation 1990 - 1993
Skills
Risk Analytics, Credit Risk, Financial Risk, Credit Cards, Basel II, Operational Risk, Credit Analysis, Financial Services, Credit, Risk Management, Portfolio Management, Banking, Loans, Commercial Lending, Financial Modeling, Consumer Lending
Education
University of Connecticut 1992 — 1995
MBA, Finance
Lafayette College 1987 — 1990
BS, Mathematics
JPMorgan Chase 2014 - Present
Morgan Stanley 2014 - 2014
Ally Financial Inc. 2010 - 2013
Ally Financial Inc. 2009 - 2010
Ally Financial Inc. 2008 - 2009
GE Money 1998 - 2008
GE Asset Management 1996 - 1998
GE Capital 1993 - 1996
Olin Corporation 1990 - 1993
Skills
Risk Analytics, Credit Risk, Financial Risk, Credit Cards, Basel II, Operational Risk, Credit Analysis, Financial Services, Credit, Risk Management, Portfolio Management, Banking, Loans, Commercial Lending, Financial Modeling, Consumer Lending
Education
University of Connecticut 1992 — 1995
MBA, Finance
Lafayette College 1987 — 1990
BS, Mathematics
Gregg Healey's Morgan Stanley Experience January 1994 - November 2001
Job Partner, National Hall Capital
Industry Financial Services
Experience
National Hall Capital October 2003 - Present
Connecticut Capitol Prayer Network April 2012 - Present
Deutsche Bank January 2002 - March 2004
Morgan Stanley January 1994 - November 2001
Accenture July 1990 - December 1993
Education
Lafayette College 1986 — 1990
BS, Electrical Engineering
Concord Carlisle High School 1982 — 1986
National Hall Capital October 2003 - Present
Connecticut Capitol Prayer Network April 2012 - Present
Deutsche Bank January 2002 - March 2004
Morgan Stanley January 1994 - November 2001
Accenture July 1990 - December 1993
Education
Lafayette College 1986 — 1990
BS, Electrical Engineering
Concord Carlisle High School 1982 — 1986
Art Williams's Morgan Stanley Experience March 1998 - March 2006
Job Alternative Investments
Industry Financial Services
Experience
Summit Private Investments, Inc. June 2014 - May 2015
Federal Street Partners July 2013 - July 2014
Federal Street Partners July 2013 - June 2014
Little Harbor Advisors September 2011 - June 2013
Pine Grove Associates March 2006 - February 2010
Morgan Stanley March 1998 - March 2006
Northern Trust January 1996 - July 1997
Skills
Equities, Mutual Funds, Emerging Markets, Finance, Pension Funds, Alternative Investments, Hedge Funds, Fund Of Funds, Fixed Income, Investor Relations, Investment Strategies, Structured Products, Private Equity, Asset Managment, Capital Markets
Education
Lafayette College 1982 — 1985
AB, American Civilization
Vanderbilt University 1981 — 1982
Newark Academy 1979 — 1981
Newark Academy, Finance
Summit Private Investments, Inc. June 2014 - May 2015
Federal Street Partners July 2013 - July 2014
Federal Street Partners July 2013 - June 2014
Little Harbor Advisors September 2011 - June 2013
Pine Grove Associates March 2006 - February 2010
Morgan Stanley March 1998 - March 2006
Northern Trust January 1996 - July 1997
Skills
Equities, Mutual Funds, Emerging Markets, Finance, Pension Funds, Alternative Investments, Hedge Funds, Fund Of Funds, Fixed Income, Investor Relations, Investment Strategies, Structured Products, Private Equity, Asset Managment, Capital Markets
Education
Lafayette College 1982 — 1985
AB, American Civilization
Vanderbilt University 1981 — 1982
Newark Academy 1979 — 1981
Newark Academy, Finance
Jeffrey Cantafio's Morgan Stanley Experience March 2004 - Present
Job Executive Director Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley March 2004 - Present
Pershing June 1999 - March 2004
Skills
Series 7, Hedge Funds, Prime Brokerage, Series 63, Derivatives, Alternative Investments
Education
Lafayette College 1995 — 1999
Business/Economics
Lafayette College 1995 — 1999
Political Science and Government
Morgan Stanley March 2004 - Present
Pershing June 1999 - March 2004
Skills
Series 7, Hedge Funds, Prime Brokerage, Series 63, Derivatives, Alternative Investments
Education
Lafayette College 1995 — 1999
Business/Economics
Lafayette College 1995 — 1999
Political Science and Government
Dona Donatien's Morgan Stanley Experience January 1999 - March 2002
Job Executive Assistant at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2004 - Present
Morgan Stanley January 1999 - March 2002
Skills
Lotus Notes, Spreadsheets, Travel Arrangements, Administrative..., Calendaring, Microsoft Excel, PowerPoint, Microsoft Office, Expense Management, Outlook, Calendars, Bloomberg, Office Management, Expenses
Education
University of Phoenix 2006 — 2008
BS, Business management
LaGuardia Community College 1989 — 1991
AAS, Travel & Tourism
George Wingate high school 1987 — 1991
Regents Diploma
JPMorgan January 2004 - Present
Morgan Stanley January 1999 - March 2002
Skills
Lotus Notes, Spreadsheets, Travel Arrangements, Administrative..., Calendaring, Microsoft Excel, PowerPoint, Microsoft Office, Expense Management, Outlook, Calendars, Bloomberg, Office Management, Expenses
Education
University of Phoenix 2006 — 2008
BS, Business management
LaGuardia Community College 1989 — 1991
AAS, Travel & Tourism
George Wingate high school 1987 — 1991
Regents Diploma
Mynesha Rogers's Morgan Stanley Experience 2003 - Present
Job Organizational Management
Industry Nonprofit Organization Management
Experience
Morgan Stanley 2003 - Present
Skills
Project Management, Microsoft Excel, Policy, Microsoft Office, Accounts Payable, Community Outreach
Education
Nyack College 2010 — 2012
Bachelor of Science (B.S.), Organizational Management
Laguardia Community College 1989 — 1991
Assocate in Applied Science, Telecommunications
Morgan Stanley 2003 - Present
Skills
Project Management, Microsoft Excel, Policy, Microsoft Office, Accounts Payable, Community Outreach
Education
Nyack College 2010 — 2012
Bachelor of Science (B.S.), Organizational Management
Laguardia Community College 1989 — 1991
Assocate in Applied Science, Telecommunications
Lennox Logan's Morgan Stanley Experience Client Services SupervisorMorgan Stanley Private Wealth ManagementJanuary 2005 - January 2015
Job System Admin at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Client Services SupervisorMorgan Stanley Private Wealth ManagementJanuary 2005 - January 2015
morgan stanley November 1990 - December 2004
Mony Mutual Of New York November 1989 - November 1990
Skills
Insurance, Access, Project Management, Microsoft Office, Microsoft Excel, Management, SQL, Business Analysis, Risk Management, Customer Service, System Administration, Vendor Management, Analysis, Visio, Team Leadership, Team Building, Data Analysis, Process Improvement, Financial Analysis, Outlook, Sales, Training, Program Management, Operating Systems, Microsoft Word, SAP, PowerPoint, Troubleshooting, Skills: - Knowledge of..., Social Promotion, Sports Marketing, Sports Management, Sports Writing, Sports, Social Media Marketing, Writing News Releases
Education
LaGuardia Community College 1989 — 1991
Associate's Degree, Business Administration and Management, General
Hillcrest High School 1984 — 1987
High School
St,John's University
Business Administration and Management, General
Morgan Stanley Client Services SupervisorMorgan Stanley Private Wealth ManagementJanuary 2005 - January 2015
morgan stanley November 1990 - December 2004
Mony Mutual Of New York November 1989 - November 1990
Skills
Insurance, Access, Project Management, Microsoft Office, Microsoft Excel, Management, SQL, Business Analysis, Risk Management, Customer Service, System Administration, Vendor Management, Analysis, Visio, Team Leadership, Team Building, Data Analysis, Process Improvement, Financial Analysis, Outlook, Sales, Training, Program Management, Operating Systems, Microsoft Word, SAP, PowerPoint, Troubleshooting, Skills: - Knowledge of..., Social Promotion, Sports Marketing, Sports Management, Sports Writing, Sports, Social Media Marketing, Writing News Releases
Education
LaGuardia Community College 1989 — 1991
Associate's Degree, Business Administration and Management, General
Hillcrest High School 1984 — 1987
High School
St,John's University
Business Administration and Management, General
Rama Dalavayi's Morgan Stanley Experience December 1999 - Present
Job Vice President Technology at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 1999 - Present
Lucent Technologies 1995 - 1999
Skills
Spring, Perl, DB2, Unix, SQL, SDLC, Risk Management, Agile Methodologies, Business Analysis, Sybase, Java, Unix Shell Scripting, Tomcat, Enterprise Architecture, Shell Scripting, SOA, Spring Framework, Requirements Analysis
Education
Lamar University
Master's Degree
Morgan Stanley December 1999 - Present
Lucent Technologies 1995 - 1999
Skills
Spring, Perl, DB2, Unix, SQL, SDLC, Risk Management, Agile Methodologies, Business Analysis, Sybase, Java, Unix Shell Scripting, Tomcat, Enterprise Architecture, Shell Scripting, SOA, Spring Framework, Requirements Analysis
Education
Lamar University
Master's Degree
Sonia Villalta's Morgan Stanley Experience March 2003 - June 2004
Job Executive Assistant
Industry Investment Banking
Experience
Merrill Lynch July 1996 - Present
Morgan Stanley March 2003 - June 2004
Goldman Sachs June 1986 - August 1995
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word, Office Management
Education
Laguardia Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Merrill Lynch July 1996 - Present
Morgan Stanley March 2003 - June 2004
Goldman Sachs June 1986 - August 1995
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word, Office Management
Education
Laguardia Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Aida Markiw's Morgan Stanley Experience January 1993 - July 2012
Job owner at SelfEmployed
Industry Financial Services
Experience
Self-Employed October 2012 - Present
Morgan Stanley January 1993 - July 2012
Morgan Stanley 1993 - 2009
J.Crew 1991 - 1993
Concordia University 1990 - 1991
Applied Logic Systems 1989 - 1990
Skills
Art, Fundraising, Fixed Income, Electronic Trading, Painting, Fine Art, Public Speaking, Trading Systems, Market Data, Sybase, Options, Hedge Funds
Education
Syracuse University 1981 — 1989
PhD, Computer Science
Lebanese American University 1979 — 1981
BS, Computer Science
Pensionnat Francais de la St Famille 1970 — 1979
Baccalaureate, Math Elementaire
Self-Employed October 2012 - Present
Morgan Stanley January 1993 - July 2012
Morgan Stanley 1993 - 2009
J.Crew 1991 - 1993
Concordia University 1990 - 1991
Applied Logic Systems 1989 - 1990
Skills
Art, Fundraising, Fixed Income, Electronic Trading, Painting, Fine Art, Public Speaking, Trading Systems, Market Data, Sybase, Options, Hedge Funds
Education
Syracuse University 1981 — 1989
PhD, Computer Science
Lebanese American University 1979 — 1981
BS, Computer Science
Pensionnat Francais de la St Famille 1970 — 1979
Baccalaureate, Math Elementaire
Alexander Sayour's Morgan Stanley Experience May 2008 - December 2008
Job SCM Senior Consultant at MaxiReturn
Industry Information Technology and Services
Experience
AG Sayour Consulting LLC February 2012 - Present
MaxiReturn December 2011 - Present
Encore Health Resources August 2013 - October 2013
maxIT-VCS, an SAIC Company November 2012 - August 2013
The Methodist Hospital System February 2012 - June 2012
ESD January 2012 - February 2012
ESD October 2010 - January 2012
MaxiReturn August 2011 - September 2011
MaxiReturn March 2010 - August 2010
Morgan Stanley May 2008 - December 2008
Skills
Outlook, Access, Excel, Word, SCM 5.5, SCM 5.0, API Laborworkx, Sharepoint, Microsoft Excel, Microsoft Word, SharePoint, Hospitals, EHR, Management, EMR, Training, Software Documentation, Leadership, CPOE, Ambulatory, Healthcare, Process Improvement, Healthcare Information..., Informatics, Software Implementation
Education
Le Moyne College 2003 — 2003
MBA, MBA
Le Moyne College 1998 — 2000
BS, Finance
AG Sayour Consulting LLC February 2012 - Present
MaxiReturn December 2011 - Present
Encore Health Resources August 2013 - October 2013
maxIT-VCS, an SAIC Company November 2012 - August 2013
The Methodist Hospital System February 2012 - June 2012
ESD January 2012 - February 2012
ESD October 2010 - January 2012
MaxiReturn August 2011 - September 2011
MaxiReturn March 2010 - August 2010
Morgan Stanley May 2008 - December 2008
Skills
Outlook, Access, Excel, Word, SCM 5.5, SCM 5.0, API Laborworkx, Sharepoint, Microsoft Excel, Microsoft Word, SharePoint, Hospitals, EHR, Management, EMR, Training, Software Documentation, Leadership, CPOE, Ambulatory, Healthcare, Process Improvement, Healthcare Information..., Informatics, Software Implementation
Education
Le Moyne College 2003 — 2003
MBA, MBA
Le Moyne College 1998 — 2000
BS, Finance
Christian Straile's Morgan Stanley Experience September 1999 - January 2001
Job Attorney MGRM at Attorney Christian A. Straile, LLC
Industry Law Practice
Experience
Attorney Christian A. Straile, LLC November 2008 - Present
DeCarlis & Sawyer September 2004 - October 2008
Law Office of Sam W. Boone, Jr. P.A. May 2004 - July 2004
DeCarlis & Sawyer December 2003 - March 2004
State Attorney's Office 17th Judicial Circuit August 2002 - March 2003
Third District Court of Appeal September 2001 - July 2002
Morgan Stanley September 1999 - January 2001
Bankers Life and Casualty May 1998 - August 1999
Skills
Criminal Law, Business, Wills, Litigation, Civil Litigation, Trials, Trusts, Legal Assistance, Legal Research, Family Law, Estate Planning, Personal Injury, Medical Malpractice, Mediation, Trial Practice, Legal Writing, Appeals, Westlaw, Commercial Litigation, Courts, Criminal Defense, Torts, Product Liability
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2004
LL.M, Taxation
St. Thomas University School of Law 2001 — 2003
J.D.
Lambuth University 1993 — 1998
B.S., Political Science
Attorney Christian A. Straile, LLC November 2008 - Present
DeCarlis & Sawyer September 2004 - October 2008
Law Office of Sam W. Boone, Jr. P.A. May 2004 - July 2004
DeCarlis & Sawyer December 2003 - March 2004
State Attorney's Office 17th Judicial Circuit August 2002 - March 2003
Third District Court of Appeal September 2001 - July 2002
Morgan Stanley September 1999 - January 2001
Bankers Life and Casualty May 1998 - August 1999
Skills
Criminal Law, Business, Wills, Litigation, Civil Litigation, Trials, Trusts, Legal Assistance, Legal Research, Family Law, Estate Planning, Personal Injury, Medical Malpractice, Mediation, Trial Practice, Legal Writing, Appeals, Westlaw, Commercial Litigation, Courts, Criminal Defense, Torts, Product Liability
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2004
LL.M, Taxation
St. Thomas University School of Law 2001 — 2003
J.D.
Lambuth University 1993 — 1998
B.S., Political Science
John Layng's Morgan Stanley Experience June 1980 - December 1998
Job Advisory Director with Five Mile Capital and Consultant with OppCAP Group
Industry Financial Services
Experience
Five Mile Capital February 2004 - Present
Credit Suisse November 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - November 2000
Morgan Stanley June 1980 - December 1998
Skills
Mergers, Equities, Valuation, Structured Products, Portfolio Management, Investments, Due Diligence, Financial Structuring, Derivatives, Securitization, Bloomberg, Asset Managment, Mergers & Acquisitions, Investment Advisory, Alternative Investments, Asset Management
Education
Lafayette College 1971 — 1975
BA, History
Blair Academy 1968 — 1971
Five Mile Capital February 2004 - Present
Credit Suisse November 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - November 2000
Morgan Stanley June 1980 - December 1998
Skills
Mergers, Equities, Valuation, Structured Products, Portfolio Management, Investments, Due Diligence, Financial Structuring, Derivatives, Securitization, Bloomberg, Asset Managment, Mergers & Acquisitions, Investment Advisory, Alternative Investments, Asset Management
Education
Lafayette College 1971 — 1975
BA, History
Blair Academy 1968 — 1971
Liza Rosa's Morgan Stanley Experience 2005 - 2006
Job Operations Coordinator at Girls Educational & Mentoring Services
Industry Marketing and Advertising
Experience
Girls Educational & Mentoring Services April 2014 - Present
Malaria No More November 2010 - April 2014
Millennium Promise November 2009 - November 2010
Pfizer 2007 - 2008
Morgan Stanley 2005 - 2006
Skills
Microsoft Office, Visio, Administrative Office..., Executive..., Human Resources, Recruiting, Customer Service, Onboarding, Applicant Tracking..., Event Planning, PeopleSoft, ADP Payroll, Ariba
Education
Berkeley College-New York 2011 — 2012
Bachelor's degree, Business Administration, Graduated Cum Laude
Laguardia Community College 2006 — 2008
Associate's degree, Business Administration
CVHS
Girls Educational & Mentoring Services April 2014 - Present
Malaria No More November 2010 - April 2014
Millennium Promise November 2009 - November 2010
Pfizer 2007 - 2008
Morgan Stanley 2005 - 2006
Skills
Microsoft Office, Visio, Administrative Office..., Executive..., Human Resources, Recruiting, Customer Service, Onboarding, Applicant Tracking..., Event Planning, PeopleSoft, ADP Payroll, Ariba
Education
Berkeley College-New York 2011 — 2012
Bachelor's degree, Business Administration, Graduated Cum Laude
Laguardia Community College 2006 — 2008
Associate's degree, Business Administration
CVHS
John Ring's Morgan Stanley Experience November 2005 - January 2012
Job Quantitative Financial Modeling Developer
Industry Financial Services
Experience
Quantitative Risk Management January 2012 - Present
Morgan Stanley November 2005 - January 2012
Nomura International September 1997 - May 2005
Skills
Quantitative Finance, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Software Engineering, C#, C++, Market Risk, Options, CDS, Financial Engineering
Education
University of Cambridge 1993 — 1996
BA (Hons), Mathematics
Lancaster University 1996 — 1997
Masters, Finance
Quantitative Risk Management January 2012 - Present
Morgan Stanley November 2005 - January 2012
Nomura International September 1997 - May 2005
Skills
Quantitative Finance, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Software Engineering, C#, C++, Market Risk, Options, CDS, Financial Engineering
Education
University of Cambridge 1993 — 1996
BA (Hons), Mathematics
Lancaster University 1996 — 1997
Masters, Finance
Kyle Triplett's Morgan Stanley Experience June 2010 - August 2010
Job Director of Acquisitions at Invitation Homes (The Blackstone Group)
Industry Real Estate
Experience
Invitation Homes September 2014 - Present
Invitation Homes April 2013 - September 2014
Equity Property Services, Inc. June 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Investments, Real Estate, Management, Marketing, Finance, Sales, Strategy, Real Estate Transactions, CRM, Analysis, Time Management, Investment Properties, Financial Analysis, Asset Management, Forecasting, PowerPoint, Social Media, Financial Modeling, Leadership, Public Speaking, Microsoft Excel, Microsoft Office
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A), Economics and Business
Invitation Homes September 2014 - Present
Invitation Homes April 2013 - September 2014
Equity Property Services, Inc. June 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Investments, Real Estate, Management, Marketing, Finance, Sales, Strategy, Real Estate Transactions, CRM, Analysis, Time Management, Investment Properties, Financial Analysis, Asset Management, Forecasting, PowerPoint, Social Media, Financial Modeling, Leadership, Public Speaking, Microsoft Excel, Microsoft Office
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A), Economics and Business
Kristie Edwards, MBA's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
TD April 2014 - January 2015
PNC December 2013 - January 2014
PNC Bank January 2010 - December 2013
North Central Michigan College January 2011 - October 2011
National City Bank/PNC Bank September 2008 - December 2009
National City Bank April 2008 - August 2008
National City Bank October 2004 - March 2008
Skills
Leadership, Performance Management, Recruiting, Customer Service, Leadership Development, Customer Retention, NMLS, Training, Coaching, Employee Engagement, Sales, Time Management, Sales Management, Social Media, Employee Benefits, E-commerce, Retail Banking, Financial Services, Finance, Human Resources, Nonprofits, Teaching, Communication, Public Speaking, Budgets
Education
Lawrence Technological University 2007 — 2009
MBA, Business Administration
Lake Superior State University 1999 — 2001
Bachelors, Psychology & Counseling
Morgan Stanley January 2015 - Present
TD April 2014 - January 2015
PNC December 2013 - January 2014
PNC Bank January 2010 - December 2013
North Central Michigan College January 2011 - October 2011
National City Bank/PNC Bank September 2008 - December 2009
National City Bank April 2008 - August 2008
National City Bank October 2004 - March 2008
Skills
Leadership, Performance Management, Recruiting, Customer Service, Leadership Development, Customer Retention, NMLS, Training, Coaching, Employee Engagement, Sales, Time Management, Sales Management, Social Media, Employee Benefits, E-commerce, Retail Banking, Financial Services, Finance, Human Resources, Nonprofits, Teaching, Communication, Public Speaking, Budgets
Education
Lawrence Technological University 2007 — 2009
MBA, Business Administration
Lake Superior State University 1999 — 2001
Bachelors, Psychology & Counseling
Chris Lytle's Morgan Stanley Experience July 2006 - February 2009
Job President at Cavulus
Industry Information Technology and Services
Experience
HealthPlanCRM October 2013 - Present
Longfellow Capital January 2011 - September 2013
Morgan Stanley July 2006 - February 2009
Skills
Alternative Investments, Hedge Funds, Strategic Planning, Asset Management, Equities, Private Equity, Investments, Portfolio Management, Capital Markets, Series 7, Venture Capital, Valuation, Financial Modeling, Mergers & Acquisitions, Asset Allocation, Investment Banking, Fixed Income, Securities, Emerging Markets, Investment Strategies
Education
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
HealthPlanCRM October 2013 - Present
Longfellow Capital January 2011 - September 2013
Morgan Stanley July 2006 - February 2009
Skills
Alternative Investments, Hedge Funds, Strategic Planning, Asset Management, Equities, Private Equity, Investments, Portfolio Management, Capital Markets, Series 7, Venture Capital, Valuation, Financial Modeling, Mergers & Acquisitions, Asset Allocation, Investment Banking, Fixed Income, Securities, Emerging Markets, Investment Strategies
Education
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
Terri Jacobs's Morgan Stanley Experience 2005 - 2012
Job Owner at Greatest Events Texas
Industry Think Tanks
Experience
Greatest events Texas August 2012 - Present
Retired but busier than ever 2003 - Present
Morgan Stanley 2005 - 2012
Better Homes and Gardens Real Estate Metro Brokers 1996 - 2003
Education
Lamar University 1975 — 1979
BS Secondary Education
Greatest events Texas August 2012 - Present
Retired but busier than ever 2003 - Present
Morgan Stanley 2005 - 2012
Better Homes and Gardens Real Estate Metro Brokers 1996 - 2003
Education
Lamar University 1975 — 1979
BS Secondary Education
Eugene Kaplan's Morgan Stanley Experience February 2010 - January 2014
Job Experienced Information Architect/Management Consultant
Industry Information Technology and Services
Experience
Integrasol Corporation January 1993 - Present
Morgan Stanley February 2010 - January 2014
UBS Investment Bank September 2008 - 2009
AIG June 2008 - September 2008
Merrill Lynch April 2006 - June 2008
Citibank August 2003 - March 2006
Marsh April 2002 - April 2003
Mizuho Securities Co., Ltd. 2003 - 2003
Deutsche Bank June 2001 - April 2002
Cendant December 2000 - May 2001
Skills
Data Warehousing, Data Modeling, SDLC, Database Design, Integration, Data Architecture, Databases, Data Marts, Architecture, Data Analysis, Metadata Management, Reference Data, Information Architecture, Enterprise Architecture, Data Integration, Enterprise Software
Education
Latvijas Universitate
M.S.
Integrasol Corporation January 1993 - Present
Morgan Stanley February 2010 - January 2014
UBS Investment Bank September 2008 - 2009
AIG June 2008 - September 2008
Merrill Lynch April 2006 - June 2008
Citibank August 2003 - March 2006
Marsh April 2002 - April 2003
Mizuho Securities Co., Ltd. 2003 - 2003
Deutsche Bank June 2001 - April 2002
Cendant December 2000 - May 2001
Skills
Data Warehousing, Data Modeling, SDLC, Database Design, Integration, Data Architecture, Databases, Data Marts, Architecture, Data Analysis, Metadata Management, Reference Data, Information Architecture, Enterprise Architecture, Data Integration, Enterprise Software
Education
Latvijas Universitate
M.S.
Maribel Maldonado, CPWA®'s Morgan Stanley Experience September 1999 - September 2003
Job Certified Private Wealth Advisor®, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2003 - Present
Morgan Stanley September 1999 - September 2003
Cable Television Industry June 1987 - June 1999
Education
Lafayette College 1981 — 1985
B.A., Economics /Business/Intl Relations
Academia Maria Reina 1977 — 1981
Merrill Lynch September 2003 - Present
Morgan Stanley September 1999 - September 2003
Cable Television Industry June 1987 - June 1999
Education
Lafayette College 1981 — 1985
B.A., Economics /Business/Intl Relations
Academia Maria Reina 1977 — 1981
Daniel Hartnett's Morgan Stanley Experience May 2013 - Present
Job Investor Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
BNY Mellon May 2012 - May 2013
Societe Generale June 2010 - December 2011
BNP Paribas 2005 - 2010
LexisNexis 2000 - 2002
LexisNexis (formerly Matthew Bender) 1995 - 2000
Matthew Bender 1993 - 1995
Skills
Derivatives, Hedge Funds, Client Service, Structured Products, Equity Derivatives, Alternative Investments, Series 7, Fund Of Funds, Process Improvement, Project Management, Financial Services, Fund Administration, Equities
Education
Le Moyne College 1983 — 1987
BA, English
Morgan Stanley May 2013 - Present
BNY Mellon May 2012 - May 2013
Societe Generale June 2010 - December 2011
BNP Paribas 2005 - 2010
LexisNexis 2000 - 2002
LexisNexis (formerly Matthew Bender) 1995 - 2000
Matthew Bender 1993 - 1995
Skills
Derivatives, Hedge Funds, Client Service, Structured Products, Equity Derivatives, Alternative Investments, Series 7, Fund Of Funds, Process Improvement, Project Management, Financial Services, Fund Administration, Equities
Education
Le Moyne College 1983 — 1987
BA, English
ALLISON KELLY's Morgan Stanley Experience 2013 - 2014
Job Loan Supervisor
Industry Banking
Experience
Svenska Handelsbanken., August 2013 - Present
Deutsche bank New York, N Y September 2014 - January 2015
Morgan Stanley 2013 - 2014
Morgan Stanley 2013 - 2014
R.N.S. HOMES PROVIDERS INC March 2010 - December 2010
The National Bank of Egypt, New York, NY July 2009 - December 2009
smbc October 2005 - March 2009
UFJ BANK LIMITED, New York, NY March 2004 - September 2005
MLBK Reality., New York, NY March 2003 - March 2004
The Mitsubishi Trust and Banking Corp., New York, NY July 1999 - March 2003
Skills
Loans, Documentation, Credit, Negotiation, Excel, Customer Relations, Word, Risk Management, Customer Service, Banking, Commercial Lending, Access, Trade Finance
Education
CITY OF UNIVERITY-York College 1990 — 1996
Bachelor of Science in Business Administration, Bachelor of Science in Business Administration
LaGuardia Community College 1988 — 1990
Associate of Science in Liberal Arts, Associate of Science in Liberal Arts
Svenska Handelsbanken., August 2013 - Present
Deutsche bank New York, N Y September 2014 - January 2015
Morgan Stanley 2013 - 2014
Morgan Stanley 2013 - 2014
R.N.S. HOMES PROVIDERS INC March 2010 - December 2010
The National Bank of Egypt, New York, NY July 2009 - December 2009
smbc October 2005 - March 2009
UFJ BANK LIMITED, New York, NY March 2004 - September 2005
MLBK Reality., New York, NY March 2003 - March 2004
The Mitsubishi Trust and Banking Corp., New York, NY July 1999 - March 2003
Skills
Loans, Documentation, Credit, Negotiation, Excel, Customer Relations, Word, Risk Management, Customer Service, Banking, Commercial Lending, Access, Trade Finance
Education
CITY OF UNIVERITY-York College 1990 — 1996
Bachelor of Science in Business Administration, Bachelor of Science in Business Administration
LaGuardia Community College 1988 — 1990
Associate of Science in Liberal Arts, Associate of Science in Liberal Arts
John Finnigan's Morgan Stanley Experience 1999 - 2002
Job Assistant Professor at Marist College
Industry Higher Education
Experience
Marist College September 2003 - Present
Morgan Stanley 1999 - 2002
Skills
Research, Public Speaking, Finance, Microsoft Word, Managerial Finance, Valuation, Accounting, PowerPoint, Microsoft Excel, Higher Education, Financial Analysis, Economics, Analysis, Data Analysis, Statistics, Leadership, Access, Nonprofits
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Investment Analysis
Le Moyne College 1978 — 1982
BS, Business
West Islip High School 1974 — 1978
Regents, General
Marist College September 2003 - Present
Morgan Stanley 1999 - 2002
Skills
Research, Public Speaking, Finance, Microsoft Word, Managerial Finance, Valuation, Accounting, PowerPoint, Microsoft Excel, Higher Education, Financial Analysis, Economics, Analysis, Data Analysis, Statistics, Leadership, Access, Nonprofits
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Investment Analysis
Le Moyne College 1978 — 1982
BS, Business
West Islip High School 1974 — 1978
Regents, General
Sandy Kazinski's Morgan Stanley Experience February 1992 - December 2000
Job Executive Director at JPMorgan Chase & Co.
Industry Human Resources
Experience
Success Academy Charter Schools June 2014 - February 2015
Gensler December 2013 - January 2014
Milbank, Tweed, Hadley & McCloy LLP September 2008 - June 2013
UBS Investment Bank September 2006 - May 2008
Deutsche Bank July 2004 - September 2006
Merrill Lynch December 2000 - July 2004
Morgan Stanley February 1992 - December 2000
Skills
Talent Management, Organizational..., Coaching, Program Management, Leadership Development, Management, Staff Development, Performance Management, Career Development, Change Management, 360 Feedback, Workshop Facilitation, Training, MBTI, Mentoring, Public Speaking, Curriculum Design, Training Needs Analysis, Team Management, Event Management, New Hire Orientations, Management Development, Performance Appraisal, Personal Development..., Promotion Processes, Induction Program, Program Evaluation, Employee Engagement, Project Management, Vendor Relationships, Conference Design, Workshop Development, Leadership, Training & Development
Education
Lafayette College 1981 — 1985
BA, Economics, Computer Science
New York University 1997 — 1998
Certificate, Training & Organizational Development
Success Academy Charter Schools June 2014 - February 2015
Gensler December 2013 - January 2014
Milbank, Tweed, Hadley & McCloy LLP September 2008 - June 2013
UBS Investment Bank September 2006 - May 2008
Deutsche Bank July 2004 - September 2006
Merrill Lynch December 2000 - July 2004
Morgan Stanley February 1992 - December 2000
Skills
Talent Management, Organizational..., Coaching, Program Management, Leadership Development, Management, Staff Development, Performance Management, Career Development, Change Management, 360 Feedback, Workshop Facilitation, Training, MBTI, Mentoring, Public Speaking, Curriculum Design, Training Needs Analysis, Team Management, Event Management, New Hire Orientations, Management Development, Performance Appraisal, Personal Development..., Promotion Processes, Induction Program, Program Evaluation, Employee Engagement, Project Management, Vendor Relationships, Conference Design, Workshop Development, Leadership, Training & Development
Education
Lafayette College 1981 — 1985
BA, Economics, Computer Science
New York University 1997 — 1998
Certificate, Training & Organizational Development
Sebastian Crapanzano's Morgan Stanley Experience August 2000 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2000 - Present
JP Morgan July 1997 - August 2000
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Investment Banking, Series 7, Market Risk, Equity Derivatives, Risk Management, Series 63, Series 3, Series 24, ISDA, Dodd-Frank, CVA, Credit Risk, FINRA
Education
Lafayette College 1993 — 1997
A.B., Mathematics, Economics, Government and Law
Monsignor Farrell 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
Morgan Stanley August 2000 - Present
JP Morgan July 1997 - August 2000
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Investment Banking, Series 7, Market Risk, Equity Derivatives, Risk Management, Series 63, Series 3, Series 24, ISDA, Dodd-Frank, CVA, Credit Risk, FINRA
Education
Lafayette College 1993 — 1997
A.B., Mathematics, Economics, Government and Law
Monsignor Farrell 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
Peter Jeffe's Morgan Stanley Experience May 2003 - August 2003
Job CoFounder & Head of Business Development at Hawkwood Energy LLC
Industry Oil & Energy
Experience
Hawkwood Energy LLC August 2010 - Present
Goldman Sachs June 2005 - July 2008
Goldman Sachs June 2004 - August 2004
Morgan Stanley May 2003 - August 2003
Skills
Oil & Gas, Mergers & Acquisitions, Business Development, Strategic Leadership, Private Equity, Financial Modeling, Divestitures, Derivatives, Capital Budgeting, Strategic Planning
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Lafayette College 2001 — 2005
BA, Economics
Hawkwood Energy LLC August 2010 - Present
Goldman Sachs June 2005 - July 2008
Goldman Sachs June 2004 - August 2004
Morgan Stanley May 2003 - August 2003
Skills
Oil & Gas, Mergers & Acquisitions, Business Development, Strategic Leadership, Private Equity, Financial Modeling, Divestitures, Derivatives, Capital Budgeting, Strategic Planning
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Lafayette College 2001 — 2005
BA, Economics
John Tully's Morgan Stanley Experience June 2007 - April 2011
Job Emerging Markets Equity Sales at BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch May 2011 - Present
Morgan Stanley June 2007 - April 2011
Skills
Emerging Markets, Equities, Series 7, Hedge Funds, Equity Research, Series 63, Asset Managment, Derivatives
Education
Lafayette College 2003 — 2007
BA, Economics
Merrill Lynch May 2011 - Present
Morgan Stanley June 2007 - April 2011
Skills
Emerging Markets, Equities, Series 7, Hedge Funds, Equity Research, Series 63, Asset Managment, Derivatives
Education
Lafayette College 2003 — 2007
BA, Economics
Richard Gordillo's Morgan Stanley Experience April 2004 - May 2005
Job Technical Partner at ITP Panorama
Industry Information Technology and Services
Experience
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
ITP Panorama Business AnalystMedco Health SolutionsAugust 2007 - April 2009
Medco Health Solutions March 2007 - August 2007
American Express May 2006 - January 2007
Medco Health Solutions October 2005 - December 2005
Morgan Stanley April 2004 - May 2005
eFunds February 1999 - December 2003
American Broadcasting Company (ABC) May 1998 - January 1999
Bear Stearns April 1996 - May 1998
Chemical Bank January 1996 - April 1996
Merrill Lynch 1991 - 1995
Skills
COBOL, Mainframe, JCL, Software Development, CICS, VSAM, DB2
Education
LaGuardia Community College
AAS, Computer Science
Jacqueline Curley's Morgan Stanley Experience 2010 - Present
Job Due Diligence Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Skills
Fixed Income, Hedge Funds, Bloomberg, Series 7, Alternative Investments, Securities, Capital Markets, Equities, Microsoft Excel, Financial Analysis, Risk Management, PowerPoint
Education
New York University
Master of Science in Publishing: Digital and Print Media
Lafayette College 2004 — 2008
BA, English, Government & Law
Morgan Stanley 2010 - Present
Skills
Fixed Income, Hedge Funds, Bloomberg, Series 7, Alternative Investments, Securities, Capital Markets, Equities, Microsoft Excel, Financial Analysis, Risk Management, PowerPoint
Education
New York University
Master of Science in Publishing: Digital and Print Media
Lafayette College 2004 — 2008
BA, English, Government & Law
Gopichand Ravilla's Morgan Stanley Experience May 2003 - December 2011
Job ETL / Integration Architect at Citi
Industry Computer Software
Experience
Citi April 2013 - Present
JPMorgan Chase June 2012 - March 2013
MetLife January 2012 - June 2012
Morgan Stanley May 2003 - December 2011
Skills
Business Intelligence, Requirements Analysis, Data Modeling, SDLC, Risk Management, IT Strategy, Sybase, Visio, Project Management, Informatica, Software Development, Vendor Management, Business Analysis, SQL, ETL, Data Warehousing, Process Improvement, Program Management, Oracle, Enterprise Architecture, Requirements Gathering, Unix, SOA, Business Objects, Integration, Teradata, Databases, Business Process..., Analytics, Software Project...
Education
Lamar University 1991 — 1993
Master of Science (MS), Industrial Engineering
Citi April 2013 - Present
JPMorgan Chase June 2012 - March 2013
MetLife January 2012 - June 2012
Morgan Stanley May 2003 - December 2011
Skills
Business Intelligence, Requirements Analysis, Data Modeling, SDLC, Risk Management, IT Strategy, Sybase, Visio, Project Management, Informatica, Software Development, Vendor Management, Business Analysis, SQL, ETL, Data Warehousing, Process Improvement, Program Management, Oracle, Enterprise Architecture, Requirements Gathering, Unix, SOA, Business Objects, Integration, Teradata, Databases, Business Process..., Analytics, Software Project...
Education
Lamar University 1991 — 1993
Master of Science (MS), Industrial Engineering
Jose Nevarez's Morgan Stanley Experience February 1986 - April 1996
Job Director, Prime Brokerage Client Services at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas October 2008 - Present
Bank of America April 1998 - October 2008
TUDOR INVESTMENT CORPORATION April 1996 - April 1998
Morgan Stanley February 1986 - April 1996
Skills
Hedge Funds, Client Services, Risk Management, Prime Brokerage, Derivatives, Fixed Income, Equities, Financial Analysis
Education
LaGuardia Community College 1979 — 1981
Associate's Degree, Accounting
BNP Paribas October 2008 - Present
Bank of America April 1998 - October 2008
TUDOR INVESTMENT CORPORATION April 1996 - April 1998
Morgan Stanley February 1986 - April 1996
Skills
Hedge Funds, Client Services, Risk Management, Prime Brokerage, Derivatives, Fixed Income, Equities, Financial Analysis
Education
LaGuardia Community College 1979 — 1981
Associate's Degree, Accounting
Orlando Isley's Morgan Stanley Experience July 2001 - Present
Job Move Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2001 - Present
Education
School of Visual Arts 2000 — 2001
Bachelor of Business Administration (B.B.A.), Advertising
Laguardia Community College 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Martin Van Buren H.S.
Morgan Stanley July 2001 - Present
Education
School of Visual Arts 2000 — 2001
Bachelor of Business Administration (B.B.A.), Advertising
Laguardia Community College 1998 — 2000
Bachelor of Business Administration (B.B.A.)
Martin Van Buren H.S.
Patrick McCarthy's Morgan Stanley Experience 1998 - 2003
Job Managing Director & CoHead of NotforProfit Healthcare
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Goldman Sachs June 2003 - June 2014
Morgan Stanley 1998 - 2003
Lehman Brothers 1993 - 1997
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Private Equity, Valuation, Hedge Funds, Derivatives, Securities, Bloomberg, Alternative Investments, Bonds, Series 7, Investment Management, Series 63, Structured Finance, Asset Management, Financial Modeling, Structured Products, Investments, Financial Analysis, Due Diligence, Management, Mergers & Acquisitions, Finance
Education
Lake Forest College 1985 — 1989
St Mark's School 1982 — 1985
Jefferies LLC July 2014 - Present
Goldman Sachs June 2003 - June 2014
Morgan Stanley 1998 - 2003
Lehman Brothers 1993 - 1997
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Private Equity, Valuation, Hedge Funds, Derivatives, Securities, Bloomberg, Alternative Investments, Bonds, Series 7, Investment Management, Series 63, Structured Finance, Asset Management, Financial Modeling, Structured Products, Investments, Financial Analysis, Due Diligence, Management, Mergers & Acquisitions, Finance
Education
Lake Forest College 1985 — 1989
St Mark's School 1982 — 1985
Ebru (Ulucakli) Provost's Morgan Stanley Experience May 2007 - Present
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Citigroup Global Markets September 2000 - May 2007
Skills
Series 7, Series 63
Education
Lafayette College
Morgan Stanley May 2007 - Present
Citigroup Global Markets September 2000 - May 2007
Skills
Series 7, Series 63
Education
Lafayette College
Jennifer Heron's Morgan Stanley Experience March 1985 - February 2006
Job Senior Compliance Analyst at Osceola County Human Services Dept
Industry Accounting
Experience
Osceola County Human Services Dept October 2014 - Present
Osceola County Human Services May 2006 - October 2014
Morgan Stanley March 1985 - February 2006
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, Microsoft Word, Internal Controls, Customer Service, Finance, Budgets
Education
Boys & Girls High School 1978 — 1981
Diploma, Computer Science
Laguardia Community College
Master of Computer Applications (MCA), Computer Science
Osceola County Human Services Dept October 2014 - Present
Osceola County Human Services May 2006 - October 2014
Morgan Stanley March 1985 - February 2006
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, Microsoft Word, Internal Controls, Customer Service, Finance, Budgets
Education
Boys & Girls High School 1978 — 1981
Diploma, Computer Science
Laguardia Community College
Master of Computer Applications (MCA), Computer Science
Hans Erickson's Morgan Stanley Experience June 1988 - May 1989
Job Head of Lifecycle Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2011 - Present
TIAA-CREF January 2000 - March 2011
TIAA-CREF March 1996 - January 2000
Franklin Templeton Investments April 1989 - March 1996
Morgan Stanley June 1988 - May 1989
Skills
Asset Allocation, Quantitative Investing
Education
Princeton University 1986 — 1988
Master of Science (MS), Operations Research
Lawrence University 1982 — 1986
Bachelor of Arts (BA), Mathematics-Economics
TIAA-CREF March 2011 - Present
TIAA-CREF January 2000 - March 2011
TIAA-CREF March 1996 - January 2000
Franklin Templeton Investments April 1989 - March 1996
Morgan Stanley June 1988 - May 1989
Skills
Asset Allocation, Quantitative Investing
Education
Princeton University 1986 — 1988
Master of Science (MS), Operations Research
Lawrence University 1982 — 1986
Bachelor of Arts (BA), Mathematics-Economics
Sergio Zimmermann's Morgan Stanley Experience August 2009 - September 2011
Job PreReg Analyst / Data Entry at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - September 2011
Skills
Data Entry, Microsoft Word, Microsoft Excel, ADP Payroll, Typing, Word Processing
Education
LaGuardia Community College 1991 — 1994
Associate's degree
Morgan Stanley August 2009 - September 2011
Skills
Data Entry, Microsoft Word, Microsoft Excel, ADP Payroll, Typing, Word Processing
Education
LaGuardia Community College 1991 — 1994
Associate's degree
Barbara Garry's Morgan Stanley Experience March 1994 - September 1998
Job Staff Accountant at Reinhart & Associates, LLC
Industry Accounting
Experience
Reinhart & Associates, LLC February 2013 - Present
Independent Family Office, LLC December 2009 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company October 1998 - April 2003
Morgan Stanley March 1994 - September 1998
Education
Pace University - Lubin School of Business 1993 — 1996
Master's degree, Taxation
Le Moyne College 1987 — 1991
Bachelor of Science, Accounting
Reinhart & Associates, LLC February 2013 - Present
Independent Family Office, LLC December 2009 - October 2013
The Ayco Company, L.P., a Goldman Sachs Company October 1998 - April 2003
Morgan Stanley March 1994 - September 1998
Education
Pace University - Lubin School of Business 1993 — 1996
Master's degree, Taxation
Le Moyne College 1987 — 1991
Bachelor of Science, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS