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
Ben Mayo Ben Mayo's Morgan Stanley Experience July 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Neuberger Berman June 2013 - August 2013
Elizabeth Arden 2012 - 2012
Innovation Advisors July 2011 - August 2011
Skills
Wealth Management, Bloomberg, Investment Advisory, Financial Planning
Education
Lehigh University - College of Business and Economics 2010 — 2014
Finance
Morgan Stanley July 2014 - Present
Neuberger Berman June 2013 - August 2013
Elizabeth Arden 2012 - 2012
Innovation Advisors July 2011 - August 2011
Skills
Wealth Management, Bloomberg, Investment Advisory, Financial Planning
Education
Lehigh University - College of Business and Economics 2010 — 2014
Finance
Christine Burke Christine Burke's Morgan Stanley Experience March 2014 - Present
Job Executive Director at Morgan Stanley
Industry Executive Office
Experience
Morgan Stanley March 2014 - Present
Only In 2008 - 2015
Burke Consulting 2010 - 2014
Brooklyn Prospect Charter School March 2009 - September 2010
Morgan Stanley 1996 - 2009
New York City Department of Education 2004 - 2005
Coopers & Lybrand Consulting 1989 - 1996
Skills
Organizational..., Strategy, Cross-functional Team..., Change Management, Program Management, Start-ups, Microsoft Excel, Leadership, Budgets, Management, Staff Development, Entrepreneurship, Strategic Partnerships, Business Development, Management Consulting, Public Speaking, Strategic Planning, Microsoft Office, Leadership Development, Project Management, Operations Management, Executive Management, Business Planning, Product Development, Talent Management
Education
Teachers College of Columbia University 2004 — 2007
Education Leadership, Elementary Education
Lehigh University 1985 — 1989
BS, Industrial Engineering
Morgan Stanley March 2014 - Present
Only In 2008 - 2015
Burke Consulting 2010 - 2014
Brooklyn Prospect Charter School March 2009 - September 2010
Morgan Stanley 1996 - 2009
New York City Department of Education 2004 - 2005
Coopers & Lybrand Consulting 1989 - 1996
Skills
Organizational..., Strategy, Cross-functional Team..., Change Management, Program Management, Start-ups, Microsoft Excel, Leadership, Budgets, Management, Staff Development, Entrepreneurship, Strategic Partnerships, Business Development, Management Consulting, Public Speaking, Strategic Planning, Microsoft Office, Leadership Development, Project Management, Operations Management, Executive Management, Business Planning, Product Development, Talent Management
Education
Teachers College of Columbia University 2004 — 2007
Education Leadership, Elementary Education
Lehigh University 1985 — 1989
BS, Industrial Engineering
Carrie Gallaway, CFP®'s Morgan Stanley Experience January 2005 - March 2014
Job Managing DirectorWealth Management at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley January 2005 - March 2014
Citigroup Asset Management July 1999 - January 2005
DLJdirect July 1998 - July 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., Financial Analysis, Financial Planners, Financial Advisory, Portfolio Management, Wealth Management, Financial Services, Finance, 401k, Series 7, Wealth, Financial Planning
Education
Lehigh University 1994 — 1998
BS Finance
Pomfret School 1992 — 1994
Convent of the Sacred Heart 1981 — 1992
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley January 2005 - March 2014
Citigroup Asset Management July 1999 - January 2005
DLJdirect July 1998 - July 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., Financial Analysis, Financial Planners, Financial Advisory, Portfolio Management, Wealth Management, Financial Services, Finance, 401k, Series 7, Wealth, Financial Planning
Education
Lehigh University 1994 — 1998
BS Finance
Pomfret School 1992 — 1994
Convent of the Sacred Heart 1981 — 1992
David Lepri David Lepri's Morgan Stanley Experience December 1998 - October 2001
Job Vice President Government Banking at TD Bank
Industry Banking
Experience
TD Bank February 2006 - Present
TD Bank Group February 2006 - January 2009
JPMorgan Chase January 2005 - January 2006
Wachovia, A Wells Fargo Company November 2001 - January 2005
Morgan Stanley December 1998 - October 2001
Skills
Banking, Small Business Lending, Commercial Banking, Loans, Coaching, Cash Management, Branch Management, Underwriting, Financial Services, Team Building, Portfolio Management, Mortgage Lending, Commercial Lending, Finance
Education
Villanova University 2011 — 2011
Business Certificate of Achievement, Strategic Organizational Leadership
Montclair State University 1996 — 1999
B.A., Political Science
Leeds Metropolitan University 1997 — 1997
International Exchange Program, Leeds, England
TD Bank February 2006 - Present
TD Bank Group February 2006 - January 2009
JPMorgan Chase January 2005 - January 2006
Wachovia, A Wells Fargo Company November 2001 - January 2005
Morgan Stanley December 1998 - October 2001
Skills
Banking, Small Business Lending, Commercial Banking, Loans, Coaching, Cash Management, Branch Management, Underwriting, Financial Services, Team Building, Portfolio Management, Mortgage Lending, Commercial Lending, Finance
Education
Villanova University 2011 — 2011
Business Certificate of Achievement, Strategic Organizational Leadership
Montclair State University 1996 — 1999
B.A., Political Science
Leeds Metropolitan University 1997 — 1997
International Exchange Program, Leeds, England
Yuan Lee Yuan Lee's Morgan Stanley Experience October 2010 - December 2010
Job Corporate Finance at Tishman Speyer
Industry Financial Services
Experience
Tishman Speyer September 2014 - Present
American Express January 2013 - September 2014
FactSet Research Systems December 2010 - January 2013
Morgan Stanley October 2010 - December 2010
UBS Financial Services Inc June 2009 - August 2009
City of New York May 2007 - August 2007
The Pennsylvania State University September 2006 - May 2007
The Pennsylvania State University September 2006 - May 2007
G&G Corporate June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Mutual Funds, Bloomberg Terminal, Finance, Analysis, Mergers & Acquisitions, Microsoft Excel, Securities, Financial Modeling, Bonds, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
Lehigh University
Bachelor of Science, Finance and Economics
Lehigh University
Bachelor of Science, Finance; Economics
Lehigh University - College of Business and Economics
BS, Finance and Economics
Penn State University
Finance
Tishman Speyer September 2014 - Present
American Express January 2013 - September 2014
FactSet Research Systems December 2010 - January 2013
Morgan Stanley October 2010 - December 2010
UBS Financial Services Inc June 2009 - August 2009
City of New York May 2007 - August 2007
The Pennsylvania State University September 2006 - May 2007
The Pennsylvania State University September 2006 - May 2007
G&G Corporate June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Mutual Funds, Bloomberg Terminal, Finance, Analysis, Mergers & Acquisitions, Microsoft Excel, Securities, Financial Modeling, Bonds, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
Lehigh University
Bachelor of Science, Finance and Economics
Lehigh University
Bachelor of Science, Finance; Economics
Lehigh University - College of Business and Economics
BS, Finance and Economics
Penn State University
Finance
Bella Merimsky Bella Merimsky's Morgan Stanley Experience July 2007 - December 2009
Job Tax Operations Professional
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Barclays Capital October 2012 - August 2014
Morgan Stanley Smith Barney February 2011 - October 2012
Morgan Stanley Smith Barney December 2009 - February 2011
Morgan Stanley July 2007 - December 2009
Skills
Prime Brokerage, Tax, Fixed Income, Securities, Bloomberg, Equities, Bonds, Options, Mutual Funds, Financial Services, Corporate Actions, Portfolio Management, Asset Management, Wealth Management, Investments
Education
Lehigh University 2003 — 2007
Bachelor of Arts (B.A.), French Language and Literature
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
Deutsche Bank August 2014 - Present
Barclays Capital October 2012 - August 2014
Morgan Stanley Smith Barney February 2011 - October 2012
Morgan Stanley Smith Barney December 2009 - February 2011
Morgan Stanley July 2007 - December 2009
Skills
Prime Brokerage, Tax, Fixed Income, Securities, Bloomberg, Equities, Bonds, Options, Mutual Funds, Financial Services, Corporate Actions, Portfolio Management, Asset Management, Wealth Management, Investments
Education
Lehigh University 2003 — 2007
Bachelor of Arts (B.A.), French Language and Literature
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ronald Carter Ronald Carter's Morgan Stanley Experience June 2015 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
UBS AG July 2007 - September 2014
Pfizer Inc. September 1999 - May 2007
Accenture (Andersen Consulting) June 1989 - September 1999
Skills
Cloud Computing, IT Strategy, Marketing Strategy, Data Center, Virtualization, Program Management, Enterprise Architecture, PMO, Information Technology, Project Portfolio..., Product Management, Business Process, Governance, Vendor Management, IT Management, Outsourcing, ITIL, Business Analysis, Strategy, Integration
Education
New York University - Polytechnic School of Engineering 1987 — 1989
MS, Information Systems Engineering
Lehigh University 1982 — 1986
BS, Industrial Engineering
Morgan Stanley June 2015 - Present
UBS AG July 2007 - September 2014
Pfizer Inc. September 1999 - May 2007
Accenture (Andersen Consulting) June 1989 - September 1999
Skills
Cloud Computing, IT Strategy, Marketing Strategy, Data Center, Virtualization, Program Management, Enterprise Architecture, PMO, Information Technology, Project Portfolio..., Product Management, Business Process, Governance, Vendor Management, IT Management, Outsourcing, ITIL, Business Analysis, Strategy, Integration
Education
New York University - Polytechnic School of Engineering 1987 — 1989
MS, Information Systems Engineering
Lehigh University 1982 — 1986
BS, Industrial Engineering
Jones Dayton Jones Dayton's Morgan Stanley Experience May 2005 - November 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors November 2011 - Present
Morgan Stanley May 2005 - November 2011
Merrill Lynch May 2000 - May 2005
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Series 7, IRAs, Financial Advisory, Asset Allocation, Securities, Investment Advisory, Investment Strategies, Series 63, Retirement, Finance
Education
Lees-McRae College
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors November 2011 - Present
Morgan Stanley May 2005 - November 2011
Merrill Lynch May 2000 - May 2005
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Series 7, IRAs, Financial Advisory, Asset Allocation, Securities, Investment Advisory, Investment Strategies, Series 63, Retirement, Finance
Education
Lees-McRae College
Tabitha Estes Tabitha Estes's Morgan Stanley Experience 2000 - 2001
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
A. G. Edwards & Sons, Inc January 2001 - February 2009
Morgan Stanley 2000 - 2001
Education
Lee College
Ross S Sterling
Ameriprise Financial Services, Inc. February 2009 - Present
A. G. Edwards & Sons, Inc January 2001 - February 2009
Morgan Stanley 2000 - 2001
Education
Lee College
Ross S Sterling
Balázs Keszthelyi Balázs Keszthelyi's Morgan Stanley Experience April 2010 - October 2012
Job Contract Manager and Contract Managment Team Leader
Industry Telecommunications
Experience
Vodafone Global Enterprise December 2014 - Present
Vodafone Global Enterprise October 2012 - Present
Morgan Stanley April 2010 - October 2012
Vince Law Office August 2007 - September 2008
Skills
Derivatives, Commodity, Contract Negotiation, Due Diligence, Capital Markets, ISDA negotiations, Investment Banking, Contract Management, Risk Management, Commodity Markets, Trading, Telecommunications, Corporate Governance, CRM, Asset Management, Management, Project Management, Negotiation
Education
Faculty of Physical Education and Sport Sciences of Semmelweis University 2013 — 2014
Waterpolo coach, Physical Education Teaching and Coaching
Leeds Metropolitan University 2008 — 2009
International Business MA, International Business
Karoli Gaspar University of Law 2001 — 2007
Law, Law
Vodafone Global Enterprise December 2014 - Present
Vodafone Global Enterprise October 2012 - Present
Morgan Stanley April 2010 - October 2012
Vince Law Office August 2007 - September 2008
Skills
Derivatives, Commodity, Contract Negotiation, Due Diligence, Capital Markets, ISDA negotiations, Investment Banking, Contract Management, Risk Management, Commodity Markets, Trading, Telecommunications, Corporate Governance, CRM, Asset Management, Management, Project Management, Negotiation
Education
Faculty of Physical Education and Sport Sciences of Semmelweis University 2013 — 2014
Waterpolo coach, Physical Education Teaching and Coaching
Leeds Metropolitan University 2008 — 2009
International Business MA, International Business
Karoli Gaspar University of Law 2001 — 2007
Law, Law
Andrew Krosnowski Andrew Krosnowski's Morgan Stanley Experience September 1985 - April 1999
Job President Krosnowski & Scott, LLC, Senior Financial Consultant at First Allied Securities, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
First Allied Securities April 1999 - Present
Morgan Stanley/Dean Witter September 1985 - April 1999
Morgan Stanley September 1985 - April 1999
Skills
Investments, Interviews, Strategic Financial..., Retirement, Wealth Management, Finance, Tax, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Strategic Planning, Investment Advisory, Mutual Funds, Financial Analysis, Asset Allocation, Series 7, Investment Strategies, Asset Management
Education
Lehigh University - College of Business and Economics 1981 — 1985
Batchelor of Science in Business & Economics, Finance
First Allied Securities April 1999 - Present
Morgan Stanley/Dean Witter September 1985 - April 1999
Morgan Stanley September 1985 - April 1999
Skills
Investments, Interviews, Strategic Financial..., Retirement, Wealth Management, Finance, Tax, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Strategic Planning, Investment Advisory, Mutual Funds, Financial Analysis, Asset Allocation, Series 7, Investment Strategies, Asset Management
Education
Lehigh University - College of Business and Economics 1981 — 1985
Batchelor of Science in Business & Economics, Finance
Jonathan Verdi's Morgan Stanley Experience November 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Dun & Bradstreet September 2011 - November 2013
Dun & Bradstreet March 2009 - September 2011
Dun & Bradstreet September 2007 - March 2009
Alcatel-Lucent 2005 - 2007
Cendant 2001 - 2005
KPMG 1998 - 2001
Grant Thornton LLP 1997 - 1998
Skills
Strategic Leadership, Team Leadership, Financial Audits, Management Consulting, Financial Accounting, Sarbanes-Oxley Act, Finance, Management, Internal Audit, Enterprise Risk..., Risk Management, Financial Analysis, Auditing, Process Improvement, Financial Reporting, Internal Controls
Education
Lehigh University 1994 — 1997
Bachelor's degree, Accounting and Finance
Morgan Stanley November 2013 - Present
Dun & Bradstreet September 2011 - November 2013
Dun & Bradstreet March 2009 - September 2011
Dun & Bradstreet September 2007 - March 2009
Alcatel-Lucent 2005 - 2007
Cendant 2001 - 2005
KPMG 1998 - 2001
Grant Thornton LLP 1997 - 1998
Skills
Strategic Leadership, Team Leadership, Financial Audits, Management Consulting, Financial Accounting, Sarbanes-Oxley Act, Finance, Management, Internal Audit, Enterprise Risk..., Risk Management, Financial Analysis, Auditing, Process Improvement, Financial Reporting, Internal Controls
Education
Lehigh University 1994 — 1997
Bachelor's degree, Accounting and Finance
Justin Frankel Justin Frankel's Morgan Stanley Experience October 2005 - April 2008
Job Portfolio Manager RiverPark Structural Alpha Fund at RiverPark Funds
Industry Financial Services
Experience
RiverPark Funds July 2013 - Present
Wavecrest Asset Management May 2008 - Present
Morgan Stanley October 2005 - April 2008
UBS Wealth Management 2004 - 2005
Merrill Lynch August 1998 - 2004
Star Securities 1996 - August 1998
Skills
Wealth, Derivatives, Fixed Income, Equities, Structured Products, Hedge Funds, Capital Markets, Structured Finance, Asset Management, Hedging, Options, Finance, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Securities, Asset Allocation, Financial Risk, Investment Strategies, Investment Management, Bonds, Equity Derivatives, Trading
Education
Lehigh University 1992 — 1996
BA, International Relations
Rye Country Day School 1984 — 1992
HS, General
RiverPark Funds July 2013 - Present
Wavecrest Asset Management May 2008 - Present
Morgan Stanley October 2005 - April 2008
UBS Wealth Management 2004 - 2005
Merrill Lynch August 1998 - 2004
Star Securities 1996 - August 1998
Skills
Wealth, Derivatives, Fixed Income, Equities, Structured Products, Hedge Funds, Capital Markets, Structured Finance, Asset Management, Hedging, Options, Finance, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Securities, Asset Allocation, Financial Risk, Investment Strategies, Investment Management, Bonds, Equity Derivatives, Trading
Education
Lehigh University 1992 — 1996
BA, International Relations
Rye Country Day School 1984 — 1992
HS, General
Alex Steckel Alex Steckel's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley August 2011 - August 2013
Morgan Stanley June 2010 - August 2010
PPL June 2009 - May 2010
ČEZ, a.s. May 2009 - June 2009
Education
Lehigh University - College of Business and Economics 2008 — 2011
Finance
Morgan Stanley August 2013 - Present
Morgan Stanley August 2011 - August 2013
Morgan Stanley June 2010 - August 2010
PPL June 2009 - May 2010
ČEZ, a.s. May 2009 - June 2009
Education
Lehigh University - College of Business and Economics 2008 — 2011
Finance
Sarah Burdick Sarah Burdick's Morgan Stanley Experience June 2013 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Investments, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Hedge Funds, Microsoft Excel, Pivot Tables
Education
Lehigh University 2011 — 2015
School of Business and Economics, Sophomore
St. George's School 2007 — 2011
High School Diploma
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Investments, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Hedge Funds, Microsoft Excel, Pivot Tables
Education
Lehigh University 2011 — 2015
School of Business and Economics, Sophomore
St. George's School 2007 — 2011
High School Diploma
Lance M. Powers Lance M. Powers's Morgan Stanley Experience October 2008 - October 2011
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Morgan Stanley October 2008 - October 2011
Suntrust March 1998 - September 2008
Dun and Bradstreet October 1996 - September 1998
Education
Lee University 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Raymond James October 2011 - Present
Morgan Stanley October 2008 - October 2011
Suntrust March 1998 - September 2008
Dun and Bradstreet October 1996 - September 1998
Education
Lee University 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Tricia Himawan Tricia Himawan's Morgan Stanley Experience 1995 - 2000
Job Real Estate Broker at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors June 2005 - Present
Goldman Sachs 2000 - 2004
Morgan Stanley 1995 - 2000
Skills
Real Estate, Real Estate Investment, Short Sales, Investments, Negotiation, Residential, Selling, Financial Analysis, Relocation, Investment Properties, Foreclosures, Residential Homes, First Time Home Buyers, Sellers, Real Estate Transactions, Buyer Representation, Condos, Single Family Homes, REO, New Home Sales, Listings, Move Up Buyers, National Association of..., Seller Representation, Relocation Buyers, ABR, Townhomes, New Homes, Referrals, Real Property, Buyers, Income Properties, Seniors, Sales
Education
Lehigh University - College of Business and Economics 1991 — 1995
BS, International Finance, Management
Lehigh University 1991 — 1995
BA, International Relations - East Asian Studies
Weichert Realtors June 2005 - Present
Goldman Sachs 2000 - 2004
Morgan Stanley 1995 - 2000
Skills
Real Estate, Real Estate Investment, Short Sales, Investments, Negotiation, Residential, Selling, Financial Analysis, Relocation, Investment Properties, Foreclosures, Residential Homes, First Time Home Buyers, Sellers, Real Estate Transactions, Buyer Representation, Condos, Single Family Homes, REO, New Home Sales, Listings, Move Up Buyers, National Association of..., Seller Representation, Relocation Buyers, ABR, Townhomes, New Homes, Referrals, Real Property, Buyers, Income Properties, Seniors, Sales
Education
Lehigh University - College of Business and Economics 1991 — 1995
BS, International Finance, Management
Lehigh University 1991 — 1995
BA, International Relations - East Asian Studies
Jason Passafuime Jason Passafuime's Morgan Stanley Experience August 2015 - Present
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Investment Banking, Series 7, Bloomberg Terminal, Valuation, Capital Markets, Investments, Microsoft Office, PowerPoint, Microsoft Word, Finance, Research
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Investment Banking, Series 7, Bloomberg Terminal, Valuation, Capital Markets, Investments, Microsoft Office, PowerPoint, Microsoft Word, Finance, Research
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Kate Saltonstall, CFA Kate Saltonstall, CFA's Morgan Stanley Experience November 1994 - January 1997
Job Board of Advisors at Sandy Cove Advisors, LLC
Industry Financial Services
Experience
Sandy Cove Advisors, LLC May 2012 - Present
BlackRock December 2001 - March 2011
Independence Investments September 2000 - December 2001
Boston Partners (Robeco) February 1997 - September 2000
Morgan Stanley November 1994 - January 1997
Skills
Equities, Portfolio Management, Equity Research, Valuation, Mutual Funds, Asset Allocation, Investments, Financial Modeling, Equity Valuation, Financial Analysis, ETFs, Fixed Income, Asset Managment
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
M.B.A., Finance
Lehigh University 1985 — 1989
B.A., Int'l Relations, Minor Economics
Ridgewood High School 1981 — 1985
Sandy Cove Advisors, LLC May 2012 - Present
BlackRock December 2001 - March 2011
Independence Investments September 2000 - December 2001
Boston Partners (Robeco) February 1997 - September 2000
Morgan Stanley November 1994 - January 1997
Skills
Equities, Portfolio Management, Equity Research, Valuation, Mutual Funds, Asset Allocation, Investments, Financial Modeling, Equity Valuation, Financial Analysis, ETFs, Fixed Income, Asset Managment
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
M.B.A., Finance
Lehigh University 1985 — 1989
B.A., Int'l Relations, Minor Economics
Ridgewood High School 1981 — 1985
Brady Ryan Brady Ryan's Morgan Stanley Experience September 2011 - April 2013
Job Vice President at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank August 2015 - Present
UBS Wealth Management October 2013 - May 2015
Lehigh University March 2012 - March 2015
Merrill Lynch April 2013 - October 2013
Morgan Stanley September 2011 - April 2013
Cusack Trading, LLC August 2009 - September 2011
South Bay Equity Lending December 2002 - August 2009
Skills
Derivatives, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Mergers, New Business Development, Management, Due Diligence, Traders, Investments, Fixed Income, Series 7, Financial Analysis, Equity Capital Markets, Private Equity, Investment Banking, Portfolio Management, FX trading, Market Risk, Corporate Actions, Asset Managment, Strategy, Strategic Planning
Education
Lehigh University - P.C. Rossin College of Engineering & Applied Science 2000 — 2001
Masters of Engineering & Management Science, Industrial Engineering
Lehigh University 1996 — 2000
B.A., Economics & Spanish
Peninsula High School 1992 — 1996
Chadwick School
First Citizens Bank August 2015 - Present
UBS Wealth Management October 2013 - May 2015
Lehigh University March 2012 - March 2015
Merrill Lynch April 2013 - October 2013
Morgan Stanley September 2011 - April 2013
Cusack Trading, LLC August 2009 - September 2011
South Bay Equity Lending December 2002 - August 2009
Skills
Derivatives, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Mergers, New Business Development, Management, Due Diligence, Traders, Investments, Fixed Income, Series 7, Financial Analysis, Equity Capital Markets, Private Equity, Investment Banking, Portfolio Management, FX trading, Market Risk, Corporate Actions, Asset Managment, Strategy, Strategic Planning
Education
Lehigh University - P.C. Rossin College of Engineering & Applied Science 2000 — 2001
Masters of Engineering & Management Science, Industrial Engineering
Lehigh University 1996 — 2000
B.A., Economics & Spanish
Peninsula High School 1992 — 1996
Chadwick School
Brad Dudley Brad Dudley's Morgan Stanley Experience March 2006 - April 2012
Job Executive Director at Capital One
Industry Financial Services
Experience
Capital One March 2012 - Present
Morgan Stanley March 2006 - April 2012
Davidson Kempner Capital Management May 2002 - March 2006
J.P. Morgan January 2001 - May 2002
Education
Lehigh University
Bachelor of Science (BS), Finance
Capital One March 2012 - Present
Morgan Stanley March 2006 - April 2012
Davidson Kempner Capital Management May 2002 - March 2006
J.P. Morgan January 2001 - May 2002
Education
Lehigh University
Bachelor of Science (BS), Finance
H Jared Levi H Jared Levi's Morgan Stanley Experience May 2014 - August 2014
Job Leasing Specialist Intern at RHYS Commercial
Industry
Experience
Vectra Capital LLC June 2015 - Present
RHYS Commercial July 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Howard & Gay Insurance, LLC May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Teamwork, Social Media, Research, Leadership
Education
Lehigh University 2013 — 2017
Finance, General
Vectra Capital LLC June 2015 - Present
RHYS Commercial July 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Howard & Gay Insurance, LLC May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Teamwork, Social Media, Research, Leadership
Education
Lehigh University 2013 — 2017
Finance, General
Drew Rowley's Morgan Stanley Experience August 2010 - Present
Job Municipal Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Merrill Lynch February 2007 - July 2010
United States Marine Corps 1999 - 2003
Education
Lehigh University 2003 — 2006
Bachelor of Science (BS), Economics
Morgan Stanley August 2010 - Present
Merrill Lynch February 2007 - July 2010
United States Marine Corps 1999 - 2003
Education
Lehigh University 2003 — 2006
Bachelor of Science (BS), Economics
Kristin Irish Kristin Irish's Morgan Stanley Experience October 1987 - August 1990
Job Vice President , Global Learning & Development, BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
UBS Investment Bank March 2010 - January 2015
Yale University, School of Management August 2004 - March 2010
American Technology Research September 2002 - August 2004
Soundview Technology Group January 1999 - August 2002
Merrill Lynch May 1994 - December 1998
Mabon Securities 1993 - 1993
T. Rowe Price May 1990 - May 1992
Morgan Stanley October 1987 - August 1990
Skills
Equities, Investments, Recruiting, Career Counseling, Career Development..., Management, Strategy, Trading, Sales, Investment Banking, Series 7 & 66, Risk Management, Securities, Financial Services, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Valuation
Education
Lehigh University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
BMO Capital Markets January 2015 - Present
UBS Investment Bank March 2010 - January 2015
Yale University, School of Management August 2004 - March 2010
American Technology Research September 2002 - August 2004
Soundview Technology Group January 1999 - August 2002
Merrill Lynch May 1994 - December 1998
Mabon Securities 1993 - 1993
T. Rowe Price May 1990 - May 1992
Morgan Stanley October 1987 - August 1990
Skills
Equities, Investments, Recruiting, Career Counseling, Career Development..., Management, Strategy, Trading, Sales, Investment Banking, Series 7 & 66, Risk Management, Securities, Financial Services, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Valuation
Education
Lehigh University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Troy Elser Troy Elser's Morgan Stanley Experience June 1998 - January 2009
Job Senior Vice President, Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
Elser Wealth Management at UBS Financial Services January 2009 - Present
Morgan Stanley June 1998 - January 2009
Skills
Strategic Planning, Finance, Management, Investments, Wealth Management, Portfolio Management, Mutual Funds, Series 7, Sales, Asset Allocation
Education
Lebanon Valley College 1993 — 1997
BS, Business
Calvert Hall
Calvert Hall
Calvert Hall
Towson Catholic
Elser Wealth Management at UBS Financial Services January 2009 - Present
Morgan Stanley June 1998 - January 2009
Skills
Strategic Planning, Finance, Management, Investments, Wealth Management, Portfolio Management, Mutual Funds, Series 7, Sales, Asset Allocation
Education
Lebanon Valley College 1993 — 1997
BS, Business
Calvert Hall
Calvert Hall
Calvert Hall
Towson Catholic
Adam Sporn Adam Sporn's Morgan Stanley Experience July 2002 - August 2013
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon- Global Collateral Services, Securities Finance September 2013 - Present
Morgan Stanley July 2002 - August 2013
Skills
Securities Lending, Prime Brokerage, Repos, Equity Swaps, Sales Management, Series 7, Series 63, Institutional..., Hedge Funds
Education
Lehigh University - College of Business and Economics 1998 — 2002
B.S., Finance and Marketing
Marlboro High School 1994 — 1998
BNY Mellon- Global Collateral Services, Securities Finance September 2013 - Present
Morgan Stanley July 2002 - August 2013
Skills
Securities Lending, Prime Brokerage, Repos, Equity Swaps, Sales Management, Series 7, Series 63, Institutional..., Hedge Funds
Education
Lehigh University - College of Business and Economics 1998 — 2002
B.S., Finance and Marketing
Marlboro High School 1994 — 1998
Lee Bernstein Lee Bernstein's Morgan Stanley Experience July 2013 - Present
Job Associate, Interest Rate Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley January 2013 - July 2013
Morgan Stanley April 2011 - January 2013
Rockmore Capital September 2010 - April 2011
Group One Trading, LP July 2010 - August 2010
Campbell & Company May 2009 - July 2009
Rockmore Capital June 2005 - August 2008
Skills
Fixed Income, Bloomberg, Series 7, Series 63, Capital Markets, Commodity, Derivatives, Equities, FX Options, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investments, Mutual Funds, Trading, Trading Strategies
Education
Lehigh University
Bachelor of Science, Finance
Morgan Stanley July 2013 - Present
Morgan Stanley January 2013 - July 2013
Morgan Stanley April 2011 - January 2013
Rockmore Capital September 2010 - April 2011
Group One Trading, LP July 2010 - August 2010
Campbell & Company May 2009 - July 2009
Rockmore Capital June 2005 - August 2008
Skills
Fixed Income, Bloomberg, Series 7, Series 63, Capital Markets, Commodity, Derivatives, Equities, FX Options, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investments, Mutual Funds, Trading, Trading Strategies
Education
Lehigh University
Bachelor of Science, Finance
Jeffrey Andrew, JD, MBA, PMP Jeffrey Andrew, JD, MBA, PMP's Morgan Stanley Experience January 1996 - January 2001
Job Vice President/Senior Project Manager at Dexia Financial Products Services
Industry Financial Services
Experience
Dexia Financial Products Services July 2009 - Present
Financial Security Assurance March 2006 - July 2009
OppenheimerFunds, Inc February 2005 - March 2006
Self-employed April 2001 - February 2005
Morgan Stanley January 1996 - January 2001
PPL Corporation January 1985 - January 1995
Air Products and Chemicals, inc July 1994 - October 1994
Dorney Park Coaster Company, inc January 1978 - January 1985
Skills
Fixed Income, SDLC, Sybase, Derivatives, Perl, Project Management, SQL, Business Analysis, C#, Java, Equities, Sun Certified Java..., Ksh, HTML, Analysis, Risk Management, Software Development, PowerBuilder, Requirements Analysis, Portfolio Management, Investments, Structured Finance, Financial Risk, Databases, Financial Markets, Capital Markets, CRM, XML, Interest Rate..., Settlement, Equity Derivatives, Access, Options, Trading, Trading Systems, Investment Banking, Bonds, Asset Management, Cloud Computing, Python
Education
Pepperdine University School of Law 1990 — 1993
J.D., law
Lehigh University 1988 — 1990
MBA, Economics
Lehigh University 1981 — 1985
BS, Computing and Informational Science
Parkland High School 1978 — 1981
Coursera
Dexia Financial Products Services July 2009 - Present
Financial Security Assurance March 2006 - July 2009
OppenheimerFunds, Inc February 2005 - March 2006
Self-employed April 2001 - February 2005
Morgan Stanley January 1996 - January 2001
PPL Corporation January 1985 - January 1995
Air Products and Chemicals, inc July 1994 - October 1994
Dorney Park Coaster Company, inc January 1978 - January 1985
Skills
Fixed Income, SDLC, Sybase, Derivatives, Perl, Project Management, SQL, Business Analysis, C#, Java, Equities, Sun Certified Java..., Ksh, HTML, Analysis, Risk Management, Software Development, PowerBuilder, Requirements Analysis, Portfolio Management, Investments, Structured Finance, Financial Risk, Databases, Financial Markets, Capital Markets, CRM, XML, Interest Rate..., Settlement, Equity Derivatives, Access, Options, Trading, Trading Systems, Investment Banking, Bonds, Asset Management, Cloud Computing, Python
Education
Pepperdine University School of Law 1990 — 1993
J.D., law
Lehigh University 1988 — 1990
MBA, Economics
Lehigh University 1981 — 1985
BS, Computing and Informational Science
Parkland High School 1978 — 1981
Coursera
Kevin Remley Kevin Remley's Morgan Stanley Experience 1998 - 2000
Job Director at Alsbridge
Industry Management Consulting
Experience
Alsbridge January 2015 - Present
Marinus Partners May 2007 - January 2015
SummitQwest 2003 - April 2007
ePierce Solutions, Inc. 2001 - 2003
Morgan Stanley 1998 - 2000
Ernst & Young, LLP 1996 - 1998
JP Morgan 1984 - 1996
Skills
Business, Management Consulting, Outsourcing, Business Process..., Program Management, CRM, Business Analysis, Messaging, Solution Architecture, Vendor Management, Business Relationship..., Business Development, Business Intelligence, Management, IT Strategy, SaaS, Risk Management, Cloud Computing, Consulting, Professional Services, Project Portfolio..., Governance, Disaster Recovery, Start-ups, Leadership, Strategy, Integration, Project Management, Cross-functional Team..., Team Building, Information Technology, Change Management, SDLC, Business Transformation
Education
The Wharton School at the University of Pennsylvania 1989 — 1991
MBA
Lehigh University 1980 — 1984
BS, Computer & Information Sciences
Alsbridge January 2015 - Present
Marinus Partners May 2007 - January 2015
SummitQwest 2003 - April 2007
ePierce Solutions, Inc. 2001 - 2003
Morgan Stanley 1998 - 2000
Ernst & Young, LLP 1996 - 1998
JP Morgan 1984 - 1996
Skills
Business, Management Consulting, Outsourcing, Business Process..., Program Management, CRM, Business Analysis, Messaging, Solution Architecture, Vendor Management, Business Relationship..., Business Development, Business Intelligence, Management, IT Strategy, SaaS, Risk Management, Cloud Computing, Consulting, Professional Services, Project Portfolio..., Governance, Disaster Recovery, Start-ups, Leadership, Strategy, Integration, Project Management, Cross-functional Team..., Team Building, Information Technology, Change Management, SDLC, Business Transformation
Education
The Wharton School at the University of Pennsylvania 1989 — 1991
MBA
Lehigh University 1980 — 1984
BS, Computer & Information Sciences
Ryan Dawson Ryan Dawson's Morgan Stanley Experience June 1999 - August 2003
Job Institutional Equity Sales
Industry Financial Services
Experience
Evercore ISI May 2010 - Present
Deutsche Bank August 2003 - May 2010
Morgan Stanley June 1999 - August 2003
Skills
Series 63, Equities, Equity Research, Trading, Hedge Funds, Series 7
Education
Lehigh University 1995 — 1999
Bachelor of Arts, Finance
The American University of Paris 1998 — 1998
Chatham High School 1991 — 1995
Evercore ISI May 2010 - Present
Deutsche Bank August 2003 - May 2010
Morgan Stanley June 1999 - August 2003
Skills
Series 63, Equities, Equity Research, Trading, Hedge Funds, Series 7
Education
Lehigh University 1995 — 1999
Bachelor of Arts, Finance
The American University of Paris 1998 — 1998
Chatham High School 1991 — 1995
Veronica Vros Veronica Vros's Morgan Stanley Experience February 2008 - April 2008
Job Manager, Real Estate, Assurance at EY
Industry Accounting
Experience
EY May 2009 - Present
Ernst & Young June 2012 - August 2012
JeffreyGroup June 2008 - July 2008
Morgan Stanley February 2008 - April 2008
Skills
Spanish-speaking, Assurance, CPA, Financial Reporting, Financial Accounting, Auditing, Transaction Support, Accounting, Spanish, Financial Analysis, External Audit, GAAP, Microsoft Office
Education
University of Virginia 2009 — 2010
Master, Accountancy
Lehigh University 2005 — 2009
Bachelor, Finance, Spanish
EY May 2009 - Present
Ernst & Young June 2012 - August 2012
JeffreyGroup June 2008 - July 2008
Morgan Stanley February 2008 - April 2008
Skills
Spanish-speaking, Assurance, CPA, Financial Reporting, Financial Accounting, Auditing, Transaction Support, Accounting, Spanish, Financial Analysis, External Audit, GAAP, Microsoft Office
Education
University of Virginia 2009 — 2010
Master, Accountancy
Lehigh University 2005 — 2009
Bachelor, Finance, Spanish
Katherine Joseph's Morgan Stanley Experience February 2014 - Present
Job Product Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2014 - Present
IBM Global Business Services August 2011 - February 2014
Alltech Consulting Services, Inc June 2010 - January 2011
Office of Student Leadership Development, Lehigh University August 2008 - May 2010
Skills
Leadership, Recruiting, Business Analysis, Data Analysis, Logistics, Management Consulting, Project Management, Analysis, Strategy, Microsoft Office, Cross-functional Team..., Business Development, Vendor Management, SDLC, Training, Business Process..., Management, Market Research, Microsoft Excel, PowerPoint
Education
Lehigh University 2007 — 2011
BA, Economics
Morgan Stanley February 2014 - Present
IBM Global Business Services August 2011 - February 2014
Alltech Consulting Services, Inc June 2010 - January 2011
Office of Student Leadership Development, Lehigh University August 2008 - May 2010
Skills
Leadership, Recruiting, Business Analysis, Data Analysis, Logistics, Management Consulting, Project Management, Analysis, Strategy, Microsoft Office, Cross-functional Team..., Business Development, Vendor Management, SDLC, Training, Business Process..., Management, Market Research, Microsoft Excel, PowerPoint
Education
Lehigh University 2007 — 2011
BA, Economics
Kristin Huber's Morgan Stanley Experience May 2005 - August 2005
Job Marketing at Advance
Industry Marketing and Advertising
Experience
Advance - We Live and Breathe This Stuff.™ (Baltimore, Maryland) June 2014 - Present
TBC July 2011 - June 2014
Harvey & Daughters June 2008 - January 2012
KLNB Management May 2006 - December 2007
Mid-Atlantic Sports Network May 2007 - August 2007
Morgan Stanley May 2005 - August 2005
Skills
Integrated Marketing, Advertising, Direct Marketing, Social Media Marketing, Marketing Strategy, Email Marketing, Direct Mail, Marketing Communications, Online Advertising, Brand Management, Media Planning, Brand Development, Digital Marketing, Creative Direction, Mobile Marketing, Copywriting, Corporate Branding, Online Marketing, Public Relations, Interactive Marketing, Creative Strategy
Education
Lebanon Valley College 2004 — 2008
Advance - We Live and Breathe This Stuff.™ (Baltimore, Maryland) June 2014 - Present
TBC July 2011 - June 2014
Harvey & Daughters June 2008 - January 2012
KLNB Management May 2006 - December 2007
Mid-Atlantic Sports Network May 2007 - August 2007
Morgan Stanley May 2005 - August 2005
Skills
Integrated Marketing, Advertising, Direct Marketing, Social Media Marketing, Marketing Strategy, Email Marketing, Direct Mail, Marketing Communications, Online Advertising, Brand Management, Media Planning, Brand Development, Digital Marketing, Creative Direction, Mobile Marketing, Copywriting, Corporate Branding, Online Marketing, Public Relations, Interactive Marketing, Creative Strategy
Education
Lebanon Valley College 2004 — 2008
Abraham Moosa AWMA, CRPC Abraham Moosa AWMA, CRPC's Morgan Stanley Experience May 2000 - December 2002
Job Financial Advisor at Janney Mongomery Scott
Industry Financial Services
Experience
Janney Mongomery Scott LLC December 2002 - Present
Morgan Stanley May 2000 - December 2002
Morgan Stanley Investment Management May 2000 - November 2002
Morgan Stanley Investment Management May 2000 - November 2002
KPMG 1992 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Strategic Financial..., Long Term Care Insurance, College Education..., Succession Planning, Wealth Management, Asset Allocation, IRAs, Retirement, Municipal Bonds, Series 65, Series 7, Fixed Annuities, Uniform Combined State..., Separately Managed..., Investment Strategies, Investment Management, Investment Advisory, Mutual Funds, Series 63, ETFs, Wealth Management..., Portfolio Management, Finance, Life Insurance, Financial Advisory, 401k, Wealth Accumulation, Financial Goals, Alternative Investments, Securities, FINRA, Wealth, Trust Services, Personal Financial..., Disability Insurance, Equities, Series 6, 401k Rollovers, Asset Management, Financial Services, Term Life Insurance, Variable Annuities, Insurance, Financial Planning
Education
Leeds Metropolitan University 1977 — 1978
Accounting, Association of Certified Accountants
University of Damascus 1960 — 1964
Bachelor's degree, Accounting and Economics
Janney Mongomery Scott LLC December 2002 - Present
Morgan Stanley May 2000 - December 2002
Morgan Stanley Investment Management May 2000 - November 2002
Morgan Stanley Investment Management May 2000 - November 2002
KPMG 1992 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Strategic Financial..., Long Term Care Insurance, College Education..., Succession Planning, Wealth Management, Asset Allocation, IRAs, Retirement, Municipal Bonds, Series 65, Series 7, Fixed Annuities, Uniform Combined State..., Separately Managed..., Investment Strategies, Investment Management, Investment Advisory, Mutual Funds, Series 63, ETFs, Wealth Management..., Portfolio Management, Finance, Life Insurance, Financial Advisory, 401k, Wealth Accumulation, Financial Goals, Alternative Investments, Securities, FINRA, Wealth, Trust Services, Personal Financial..., Disability Insurance, Equities, Series 6, 401k Rollovers, Asset Management, Financial Services, Term Life Insurance, Variable Annuities, Insurance, Financial Planning
Education
Leeds Metropolitan University 1977 — 1978
Accounting, Association of Certified Accountants
University of Damascus 1960 — 1964
Bachelor's degree, Accounting and Economics
Mark Savino Mark Savino's Morgan Stanley Experience 2013 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Diamondback Capital August 2010 - December 2012
Bank of America June 2008 - August 2010
Skills
Financial Analysis, Valuation Modeling, Financial Modeling, Investments, Equity Research, Equity Valuation, Consumer, Hedge Funds, Corporate Finance, Mergers & Acquisitions, DCF Valuation, Comparable Analysis, Cash Flow Forecasting
Education
Lehigh University 2004 — 2008
BS, Finance, General
Bergen Catholic High School 2000 — 2004
Morgan Stanley 2013 - Present
Diamondback Capital August 2010 - December 2012
Bank of America June 2008 - August 2010
Skills
Financial Analysis, Valuation Modeling, Financial Modeling, Investments, Equity Research, Equity Valuation, Consumer, Hedge Funds, Corporate Finance, Mergers & Acquisitions, DCF Valuation, Comparable Analysis, Cash Flow Forecasting
Education
Lehigh University 2004 — 2008
BS, Finance, General
Bergen Catholic High School 2000 — 2004
Mark Gannon Mark Gannon's Morgan Stanley Experience February 1992 - May 1994
Job Managing Director, US Treasury Trading Desk BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2014 - Present
CRT Capital Group January 2012 - February 2014
MF Global May 2009 - November 2011
UBS Investment Bank May 1994 - May 2009
Morgan Stanley February 1992 - May 1994
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Bonds, Electronic Trading, Trading, Financial Markets
Education
Lehigh University 1987 — 1991
BS, Economics
Mercersburg Academy 1983 — 1987
High School
BMO Capital Markets March 2014 - Present
CRT Capital Group January 2012 - February 2014
MF Global May 2009 - November 2011
UBS Investment Bank May 1994 - May 2009
Morgan Stanley February 1992 - May 1994
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Bonds, Electronic Trading, Trading, Financial Markets
Education
Lehigh University 1987 — 1991
BS, Economics
Mercersburg Academy 1983 — 1987
High School
Lisa Goodwyn Lisa Goodwyn's Morgan Stanley Experience 1987 - 1988
Job Interior designer at Blackwood Associates, Inc.
Industry Architecture & Planning
Experience
Blackwood Associates, Inc. 1995 - Present
Cullman & Kravis, Inc. September 1989 - April 1994
Morgan Stanley 1987 - 1988
Skills
Furniture, Furnishings, Interior Design, Space planning, Residential Design, Floor Plans, Custom Furniture, Window Treatments, Renovation, Residential Homes, Interior Architecture, Upholstery, Bathrooms, Flooring, Design Research, Rendering
Education
Christie's Works of Art Program 1988 — 1989
Fine and decorative arts
Lehigh University 1983 — 1987
BA, Psychology/Architecture
Blackwood Associates, Inc. 1995 - Present
Cullman & Kravis, Inc. September 1989 - April 1994
Morgan Stanley 1987 - 1988
Skills
Furniture, Furnishings, Interior Design, Space planning, Residential Design, Floor Plans, Custom Furniture, Window Treatments, Renovation, Residential Homes, Interior Architecture, Upholstery, Bathrooms, Flooring, Design Research, Rendering
Education
Christie's Works of Art Program 1988 — 1989
Fine and decorative arts
Lehigh University 1983 — 1987
BA, Psychology/Architecture
Patrick Emad Patrick Emad's Morgan Stanley Experience June 2013 - August 2013
Job Business Technology Analyst at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte September 2014 - Present
Cabin John Park Volunteer Fire Department November 2008 - Present
Morgan Stanley June 2013 - August 2013
Skills
Public Speaking, Leadership, Microsoft Excel, Time Management, Analysis, Budgets, Research, Data Analysis, Social Media Marketing
Education
University of Maryland College Park 2010 — 2014
Bachelor's degree, Finance, Operations Management, Senior
Lebanese American University 2011 — 2011
Deloitte September 2014 - Present
Cabin John Park Volunteer Fire Department November 2008 - Present
Morgan Stanley June 2013 - August 2013
Skills
Public Speaking, Leadership, Microsoft Excel, Time Management, Analysis, Budgets, Research, Data Analysis, Social Media Marketing
Education
University of Maryland College Park 2010 — 2014
Bachelor's degree, Finance, Operations Management, Senior
Lebanese American University 2011 — 2011
Thomas Ungerland Thomas Ungerland's Morgan Stanley Experience 2003 - 2009
Job Associate Director, Practice Head Engineering at Lab49
Industry Computer Software
Experience
Lab49 October 2009 - Present
Morgan Stanley 2003 - 2009
IT Consulting, Inc 2001 - 2003
Trade.com Global Markets 2000 - 2001
ING Barings Furman Selz 1998 - 1998
UBS 1997 - 1998
Swiss Re America 1996 - 1997
Microbank Software 1994 - 1996
Skills
Node.js, JavaScript, HTML5, AngularJS, MongoDB, Java, C#, Data Visualization, Data Analysis, Data Mining, Business Analysis, Agile Methodologies, Equity Trading, Software Development, Trading Systems, Unix, Enterprise Architecture, SDLC, Scrum, Electronic Trading, Product Management
Education
Lehigh University
Bachelor of Arts (BA), Architecture/Engineering
Lab49 October 2009 - Present
Morgan Stanley 2003 - 2009
IT Consulting, Inc 2001 - 2003
Trade.com Global Markets 2000 - 2001
ING Barings Furman Selz 1998 - 1998
UBS 1997 - 1998
Swiss Re America 1996 - 1997
Microbank Software 1994 - 1996
Skills
Node.js, JavaScript, HTML5, AngularJS, MongoDB, Java, C#, Data Visualization, Data Analysis, Data Mining, Business Analysis, Agile Methodologies, Equity Trading, Software Development, Trading Systems, Unix, Enterprise Architecture, SDLC, Scrum, Electronic Trading, Product Management
Education
Lehigh University
Bachelor of Arts (BA), Architecture/Engineering
Clarice May Clarice May's Morgan Stanley Experience 1983 - 1986
Job Managing Director Institutional Equity Sales
Industry Financial Services
Experience
Citi 1986 - 2011
Morgan Stanley 1983 - 1986
Education
Dwight Morrow
Lehigh University - College of Business and Economics
Bachelors of Science, Finance
high school
Citi 1986 - 2011
Morgan Stanley 1983 - 1986
Education
Dwight Morrow
Lehigh University - College of Business and Economics
Bachelors of Science, Finance
high school
Tony Bosco Tony Bosco's Morgan Stanley Experience 1985 - 2000
Job Angel Investor
Industry Venture Capital & Private Equity
Experience
GRACE Christian School 2004 - 2011
Akela Capital Management LLC 2001 - 2006
Morgan Stanley 1985 - 2000
Skills
Funding, Investments, Asset Managment, Venture Capital, Hedge Funds, Entrepreneurship, Alternative Investments, Equities, Due Diligence, Start-ups, Strategic Planning, Investor Relations, Portfolio Management, Real Estate, Angel Investing, Business Strategy, Capital Markets
Education
Lehigh University 1977 — 1981
Bachelor of Arts, Architecture
Connetquot HS 1973 — 1977
GRACE Christian School 2004 - 2011
Akela Capital Management LLC 2001 - 2006
Morgan Stanley 1985 - 2000
Skills
Funding, Investments, Asset Managment, Venture Capital, Hedge Funds, Entrepreneurship, Alternative Investments, Equities, Due Diligence, Start-ups, Strategic Planning, Investor Relations, Portfolio Management, Real Estate, Angel Investing, Business Strategy, Capital Markets
Education
Lehigh University 1977 — 1981
Bachelor of Arts, Architecture
Connetquot HS 1973 — 1977
Vin Agosta Vin Agosta's Morgan Stanley Experience June 1994 - October 1999
Job Director Outsourced Trading at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities September 2006 - Present
Trading LLC December 2001 - Present
Elijah Asset Management October 1999 - December 2001
Morgan Stanley June 1994 - October 1999
Skills
Hedge Funds, Options, Alternative Investments, Equities, Trading, Emerging Markets, Series 7, Capital Markets, Fixed Income, Equity Trading, Electronic Trading, Series 63, Bloomberg, Securities, Derivatives, Asset Management, Investments
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Finance
Chaminade High School 1987 — 1991
Wells Fargo Securities September 2006 - Present
Trading LLC December 2001 - Present
Elijah Asset Management October 1999 - December 2001
Morgan Stanley June 1994 - October 1999
Skills
Hedge Funds, Options, Alternative Investments, Equities, Trading, Emerging Markets, Series 7, Capital Markets, Fixed Income, Equity Trading, Electronic Trading, Series 63, Bloomberg, Securities, Derivatives, Asset Management, Investments
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Finance
Chaminade High School 1987 — 1991
Andrew Berg's Morgan Stanley Experience 1998 - 2003
Job Leader of Competitive Intelligence
Industry Information Technology and Services
Experience
Dun & Bradstreet October 2011 - Present
Dun & Bradstreet September 2010 - October 2011
Dun & Bradstreet April 2008 - August 2010
D&B April 2003 - March 2008
Morgan Stanley 1998 - 2003
Skills
Competitive Analysis, Strategic Planning, Cross-functional Team..., Business Strategy, Leadership, Pricing, Go-to-market Strategy, Sales Process, Product Marketing, Analytics, Market Analysis, Salesforce.com, Project Management, Strategy, Multi-channel Marketing, Solution Selling, CRM, Performance Reporting, Sales, B2B, Management, Lead Generation, Strategic Partnerships, Competitive Intelligence, Sales Operations, Process Improvement, Business Development, Business Intelligence, Business Analysis, Customer Acquisition, SaaS, Product Management, Forecasting, Marketing Strategy, Direct Sales, Sales Management, New Business Development, Marketing, Contract Negotiation, Market Research, Business Planning, Sales Enablement, Product Development, Start-ups, Key Account Management, Pricing Strategy, P&L Management, Segmentation, Negotiation
Education
Lehigh University 2004 — 2007
MBA, Management Information Systems, General
Penn State University 1994 — 1998
B.S., Finance
Dun & Bradstreet October 2011 - Present
Dun & Bradstreet September 2010 - October 2011
Dun & Bradstreet April 2008 - August 2010
D&B April 2003 - March 2008
Morgan Stanley 1998 - 2003
Skills
Competitive Analysis, Strategic Planning, Cross-functional Team..., Business Strategy, Leadership, Pricing, Go-to-market Strategy, Sales Process, Product Marketing, Analytics, Market Analysis, Salesforce.com, Project Management, Strategy, Multi-channel Marketing, Solution Selling, CRM, Performance Reporting, Sales, B2B, Management, Lead Generation, Strategic Partnerships, Competitive Intelligence, Sales Operations, Process Improvement, Business Development, Business Intelligence, Business Analysis, Customer Acquisition, SaaS, Product Management, Forecasting, Marketing Strategy, Direct Sales, Sales Management, New Business Development, Marketing, Contract Negotiation, Market Research, Business Planning, Sales Enablement, Product Development, Start-ups, Key Account Management, Pricing Strategy, P&L Management, Segmentation, Negotiation
Education
Lehigh University 2004 — 2007
MBA, Management Information Systems, General
Penn State University 1994 — 1998
B.S., Finance
Ben Borin's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Ká Clothing Co. September 2011 - April 2013
Latium Capital May 2012 - June 2012
Advance Soccer May 2010 - August 2011
Skills
Microsoft Excel, Financial Markets, Securities Lending, Fixed Income, Regulatory Affairs, Equities, Bloomberg Terminal, Derivatives
Education
Lehigh University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Ká Clothing Co. September 2011 - April 2013
Latium Capital May 2012 - June 2012
Advance Soccer May 2010 - August 2011
Skills
Microsoft Excel, Financial Markets, Securities Lending, Fixed Income, Regulatory Affairs, Equities, Bloomberg Terminal, Derivatives
Education
Lehigh University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Nicole (Martusciello) Brodsky Nicole (Martusciello) Brodsky's Morgan Stanley Experience September 2006 - April 2009
Job Associate Director of Career Services at Mercy College
Industry Financial Services
Experience
Mercy College March 2012 - Present
AXA Equitable October 2009 - March 2012
Morgan Stanley September 2006 - April 2009
Bank of America 2003 - 2006
Merrill Lynch 2000 - 2003
Quantum Management Services Ltd. January 2000 - August 2000
Young & Rubicam 1997 - 2000
Skills
Program Management, Recruitments, Onboarding, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Performance Management, Employee Relations, Applicant Tracking..., Career Development, Resume Writing, Career Counseling, Human Resources, Succession Planning
Education
Lehigh University 1993 — 1997
BA, Psychology
Mercy College March 2012 - Present
AXA Equitable October 2009 - March 2012
Morgan Stanley September 2006 - April 2009
Bank of America 2003 - 2006
Merrill Lynch 2000 - 2003
Quantum Management Services Ltd. January 2000 - August 2000
Young & Rubicam 1997 - 2000
Skills
Program Management, Recruitments, Onboarding, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Performance Management, Employee Relations, Applicant Tracking..., Career Development, Resume Writing, Career Counseling, Human Resources, Succession Planning
Education
Lehigh University 1993 — 1997
BA, Psychology
David Evanson, Jr.'s Morgan Stanley Experience July 2015 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Schoen l Evanson May 2014 - June 2015
Ziegler May 2013 - August 2013
SEI July 2011 - August 2011
Bain & Company June 2011 - July 2011
Logan Circle Partners (Fortress Investment Group) June 2010 - August 2010
Vector Marketing May 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Financial Modeling, Investments, Finance, Corporate Finance, Bloomberg, Ruby on Rails, Social Media, Valuation, Bloomberg Terminal, Public Relations, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Analysis, Equities
Education
Lehigh University - College of Business and Economics 2009 — 2014
B.S., Finance & Accounting
University of Pennsylvania - The Wharton School 2012 — 2012
Mathematical Statistics and Probability
Morgan Stanley July 2015 - Present
Schoen l Evanson May 2014 - June 2015
Ziegler May 2013 - August 2013
SEI July 2011 - August 2011
Bain & Company June 2011 - July 2011
Logan Circle Partners (Fortress Investment Group) June 2010 - August 2010
Vector Marketing May 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Financial Modeling, Investments, Finance, Corporate Finance, Bloomberg, Ruby on Rails, Social Media, Valuation, Bloomberg Terminal, Public Relations, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Analysis, Equities
Education
Lehigh University - College of Business and Economics 2009 — 2014
B.S., Finance & Accounting
University of Pennsylvania - The Wharton School 2012 — 2012
Mathematical Statistics and Probability
Cheryl Ye Wei Cheryl Ye Wei's Morgan Stanley Experience January 2012 - July 2012
Job International Assignment Services at PwC
Industry Accounting
Experience
PwC 2015 - Present
KPMG July 2013 - August 2013
Morgan Stanley January 2012 - July 2012
McKinsey & Company December 2010 - June 2011
Shanghai Municipal Foreign Affairs Office April 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Economics, Valuation, Accounting, Tax, Due Diligence, SAS, Matlab
Education
University of Maryland College Park 2014 — 2015
Master of Science (MS), Accounting/ Taxation, 3.91/4.00
Lehigh University - College of Business and Economics 2012 — 2014
Accounting and Information Analysis
PwC 2015 - Present
KPMG July 2013 - August 2013
Morgan Stanley January 2012 - July 2012
McKinsey & Company December 2010 - June 2011
Shanghai Municipal Foreign Affairs Office April 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Economics, Valuation, Accounting, Tax, Due Diligence, SAS, Matlab
Education
University of Maryland College Park 2014 — 2015
Master of Science (MS), Accounting/ Taxation, 3.91/4.00
Lehigh University - College of Business and Economics 2012 — 2014
Accounting and Information Analysis
Soe Thi Ha Soe Thi Ha's Morgan Stanley Experience January 2011 - October 2012
Job Event Marketing at Barclays
Industry Investment Banking
Experience
Barclays January 2014 - Present
Morgan Stanley January 2011 - October 2012
Lehigh University Investment Office (Endowment) May 2009 - May 2010
Skills
FX trading, Alternative Investments, Financial Analysis, Accounting, Equities, Fixed Income, Finance, Investments, Private Equity, Analysis
Education
Lehigh University 2006 — 2010
B.S., Finance & Accounting, 3.5
International School Yangon 1992 — 2006
Elementary, Middle & High School (Pre-K to 12th), SAT: 1470/1600
Barclays January 2014 - Present
Morgan Stanley January 2011 - October 2012
Lehigh University Investment Office (Endowment) May 2009 - May 2010
Skills
FX trading, Alternative Investments, Financial Analysis, Accounting, Equities, Fixed Income, Finance, Investments, Private Equity, Analysis
Education
Lehigh University 2006 — 2010
B.S., Finance & Accounting, 3.5
International School Yangon 1992 — 2006
Elementary, Middle & High School (Pre-K to 12th), SAT: 1470/1600
Christopher Hoke's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Lehigh University June 2012 - July 2013
Lehigh University June 2011 - July 2013
Belltower Books April 2013 - May 2013
Lancaster Country Club April 2005 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Sports
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance
Mercersburg Academy 2009 — 2010
Manheim Township High School 2005 — 2009
Morgan Stanley January 2015 - Present
Lehigh University June 2012 - July 2013
Lehigh University June 2011 - July 2013
Belltower Books April 2013 - May 2013
Lancaster Country Club April 2005 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Sports
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance
Mercersburg Academy 2009 — 2010
Manheim Township High School 2005 — 2009
Tom Morrisette's Morgan Stanley Experience 2000 - 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Upper Delaware Honey 2010 - Present
self 2004 - Present
self 1998 - Present
LockData Technologies, Inc. 2011 - 2012
Lehigh University 2003 - 2004
Gibbs College 2002 - 2003
Deutsche Bank 2000 - 2001
US Clearing 2000 - 2000
Morgan Stanley 2000 - 2000
Marsh 1998 - 2000
Skills
Unix, SQL, Databases, .NET, C++, Solaris, HTML, Web Development, Programming, C, OOP, Design Patterns, Sybase, Architecture, Analysis, Windows, Eiffel, Programming by Contract, Design by Contract, Algorithm Design, Algorithm Analysis
Education
Lehigh University 1963 — 1968
BA and MS, Mathematics
Upper Delaware Honey 2010 - Present
self 2004 - Present
self 1998 - Present
LockData Technologies, Inc. 2011 - 2012
Lehigh University 2003 - 2004
Gibbs College 2002 - 2003
Deutsche Bank 2000 - 2001
US Clearing 2000 - 2000
Morgan Stanley 2000 - 2000
Marsh 1998 - 2000
Skills
Unix, SQL, Databases, .NET, C++, Solaris, HTML, Web Development, Programming, C, OOP, Design Patterns, Sybase, Architecture, Analysis, Windows, Eiffel, Programming by Contract, Design by Contract, Algorithm Design, Algorithm Analysis
Education
Lehigh University 1963 — 1968
BA and MS, Mathematics
Tais O'Dwyer's Morgan Stanley Experience 2003 - 2005
Job SVP, IT Chief Operating Officer at CIT Group
Industry Banking
Experience
CIT Group May 2012 - Present
Bank of America August 2005 - May 2012
Morgan Stanley 2003 - 2005
BearingPoint 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Skills
Risk Management, Management, Strategic Planning, Fixed Income, Business Analysis, Equities, Project Management, Financial Services, Operations Management, Financial Risk, IT Strategy, Program Management, Derivatives, Capital Markets, Investment Banking, SDLC, Vendor Management, Process Improvement, Change Management
Education
Lehigh University 1996 — 2000
Bachelor of Science, Industrial Engineering, Economics
CIT Group May 2012 - Present
Bank of America August 2005 - May 2012
Morgan Stanley 2003 - 2005
BearingPoint 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Skills
Risk Management, Management, Strategic Planning, Fixed Income, Business Analysis, Equities, Project Management, Financial Services, Operations Management, Financial Risk, IT Strategy, Program Management, Derivatives, Capital Markets, Investment Banking, SDLC, Vendor Management, Process Improvement, Change Management
Education
Lehigh University 1996 — 2000
Bachelor of Science, Industrial Engineering, Economics
Allison Lotito Allison Lotito's Morgan Stanley Experience June 2014 - August 2014
Job Client Services and Support Generalist at Moody's Analytics
Industry Higher Education
Experience
Moody's Analytics June 2015 - Present
Morgan Stanley June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
EMI Music May 2012 - August 2012
Skills
Finance, Budgets, Microsoft Excel, Social Media Marketing, Microsoft Word, Access, Fundraising, Project Management, Public Relations, Community Outreach, Research, Event Management, PowerPoint, Marketing, Public Speaking, Social Networking, Event Planning, Nonprofits
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Finance with a track in Marketing, Senior
Syracuse University: Florence, Italy
Pascack Valley High School 2007 — 2011
Moody's Analytics June 2015 - Present
Morgan Stanley June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
EMI Music May 2012 - August 2012
Skills
Finance, Budgets, Microsoft Excel, Social Media Marketing, Microsoft Word, Access, Fundraising, Project Management, Public Relations, Community Outreach, Research, Event Management, PowerPoint, Marketing, Public Speaking, Social Networking, Event Planning, Nonprofits
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Finance with a track in Marketing, Senior
Syracuse University: Florence, Italy
Pascack Valley High School 2007 — 2011
Andrew Iftode Andrew Iftode's Morgan Stanley Experience June 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
Lehigh University Investment Office June 2011 - May 2012
Skills
Financial Modeling, Valuation, Due Diligence, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Business and Economics
Morgan Stanley June 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
Lehigh University Investment Office June 2011 - May 2012
Skills
Financial Modeling, Valuation, Due Diligence, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Business and Economics
Christine Schantz Christine Schantz's Morgan Stanley Experience 1982 - 1995
Job Managing Director Programs & Community at Seedling Projects
Industry
Experience
Seedling Projects April 2015 - Present
The Branson School June 2013 - March 2015
The Branson School 2001 - May 2013
Morgan Stanley 1982 - 1995
Skills
Nonprofits, Community Outreach, Fundraising, Curriculum Development, Grant Writing, Editing, Volunteer Management, Public Relations
Education
Lehigh University
Bachelor of Science (BS)
Seedling Projects April 2015 - Present
The Branson School June 2013 - March 2015
The Branson School 2001 - May 2013
Morgan Stanley 1982 - 1995
Skills
Nonprofits, Community Outreach, Fundraising, Curriculum Development, Grant Writing, Editing, Volunteer Management, Public Relations
Education
Lehigh University
Bachelor of Science (BS)
Timothy Morris Timothy Morris's Morgan Stanley Experience February 2013 - Present
Job Vice President at Morgan Stanley in the Enterprise Data Center (EDC) Group
Industry Mechanical or Industrial Engineering
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley August 2011 - Present
Jaros Baum & Bolles August 2002 - August 2011
Siemens Building Technologies December 2000 - August 2002
Delphi Automotive Systems July 2000 - October 2000
Hexcel Corporation September 1999 - December 1999
Skills
HVAC, Energy Efficiency, AutoCAD, Engineering, Energy, Construction, Microsoft Office, Excel, Operations Management, Automation, Data Center, Facilities Management, Energy Management, Integration, Word, Construction Management, Commissioning, Building Automation, Energy Conservation, Energy Audits, LEED, Microsoft Word, Electricians, Contract Management, Contract Negotiation, Project Management, Program Management, Procurement, Microsoft Excel, Project Planning, Renewable Energy, MS Project, Management, Power Generation, Budgets, Process Engineering, Solar Energy, Six Sigma, Feasibility Studies, Infrastructure, Project Coordination, Power Distribution, Vendor Management, Sustainability, Project Estimation, Product Development, Risk Management, Manufacturing, Electrical Engineering, CAD
Education
NYU School of Professional Studies 2015 — 2017
Electrical Systems Design
Lehigh University 1996 — 2000
BS, Industrial Engineering
Tuckahoe High School 1992 — 1996
Morgan Stanley February 2013 - Present
Morgan Stanley August 2011 - Present
Jaros Baum & Bolles August 2002 - August 2011
Siemens Building Technologies December 2000 - August 2002
Delphi Automotive Systems July 2000 - October 2000
Hexcel Corporation September 1999 - December 1999
Skills
HVAC, Energy Efficiency, AutoCAD, Engineering, Energy, Construction, Microsoft Office, Excel, Operations Management, Automation, Data Center, Facilities Management, Energy Management, Integration, Word, Construction Management, Commissioning, Building Automation, Energy Conservation, Energy Audits, LEED, Microsoft Word, Electricians, Contract Management, Contract Negotiation, Project Management, Program Management, Procurement, Microsoft Excel, Project Planning, Renewable Energy, MS Project, Management, Power Generation, Budgets, Process Engineering, Solar Energy, Six Sigma, Feasibility Studies, Infrastructure, Project Coordination, Power Distribution, Vendor Management, Sustainability, Project Estimation, Product Development, Risk Management, Manufacturing, Electrical Engineering, CAD
Education
NYU School of Professional Studies 2015 — 2017
Electrical Systems Design
Lehigh University 1996 — 2000
BS, Industrial Engineering
Tuckahoe High School 1992 — 1996
Samuel Wallace Samuel Wallace's Morgan Stanley Experience February 2006 - June 2009
Job Natural Gas Trader at DCP Midstream
Industry Oil & Energy
Experience
DCP Midstream September 2014 - Present
DCP Midstream June 2012 - September 2014
LeTourneau Technologies May 2011 - August 2011
Morgan Stanley Capital Group June 2009 - August 2010
Morgan Stanley February 2006 - June 2009
Archstone Consulting July 2004 - February 2006
Skills
Valuation, Financial Modeling, Analysis, Financial Analysis, Strategic Financial..., Midstream, Corporate Development, Due Diligence, Corporate Finance, Mergers & Acquisitions, Finance, Project Management, Natural Gas, Energy, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Energy Finance
Lehigh University 2000 — 2004
BS, Finance & Engineering
Fox Chapel Area High School 1996 — 2000
Diploma
DCP Midstream September 2014 - Present
DCP Midstream June 2012 - September 2014
LeTourneau Technologies May 2011 - August 2011
Morgan Stanley Capital Group June 2009 - August 2010
Morgan Stanley February 2006 - June 2009
Archstone Consulting July 2004 - February 2006
Skills
Valuation, Financial Modeling, Analysis, Financial Analysis, Strategic Financial..., Midstream, Corporate Development, Due Diligence, Corporate Finance, Mergers & Acquisitions, Finance, Project Management, Natural Gas, Energy, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Energy Finance
Lehigh University 2000 — 2004
BS, Finance & Engineering
Fox Chapel Area High School 1996 — 2000
Diploma
Marc Mechanic Marc Mechanic's Morgan Stanley Experience June 2011 - July 2014
Job Associate at Meadow Partners, LLC
Industry Real Estate
Experience
Meadow Partners, LLC August 2014 - Present
Morgan Stanley June 2011 - July 2014
CB Richard Ellis June 2010 - August 2010
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Asset Managment, Capital Markets, Asset Management, Real Estate Economics, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Due Diligence, Finance, Portfolio Management, Real Estate, Bloomberg, Corporate Finance, Research
Education
Lehigh University 2009 — 2012
Bachelor of Science (BS), Business/Managerial Economics
University of Oxford
Meadow Partners, LLC August 2014 - Present
Morgan Stanley June 2011 - July 2014
CB Richard Ellis June 2010 - August 2010
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Asset Managment, Capital Markets, Asset Management, Real Estate Economics, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Due Diligence, Finance, Portfolio Management, Real Estate, Bloomberg, Corporate Finance, Research
Education
Lehigh University 2009 — 2012
Bachelor of Science (BS), Business/Managerial Economics
University of Oxford
Eric Wasserman Eric Wasserman's Morgan Stanley Experience November 2010 - June 2012
Job Software Engineer at REDI Global Technologies
Industry Computer Software
Experience
REDI Global Technologies April 2014 - Present
Krav Maga Institute April 2012 - Present
Magical Solutions January 2004 - Present
Citi June 2012 - April 2014
Morgan Stanley November 2010 - June 2012
Morgan Stanley July 2010 - November 2010
National Center for Biomedical and Engineering Science - NUI Galway June 2009 - August 2009
RouteSmart Technologies May 2007 - August 2007
Bowne May 2006 - August 2006
Skills
Java, C#, SQL, Unix, Perl, Integration, Spring, Sybase, C++, Clojure, Shell Scripting, PHP, Visual Studio, Eclipse, SharePoint, Microsoft SQL Server, .NET, Web Applications, DB2, HTML, Fixed Income, Fixed Income Products, Financial Risk, CCAR, Correlation, People Skills, Subversion, Software Development, Agile Methodologies, SDLC, Web Development, Business Analysis
Education
Lehigh University 2007 — 2010
B.S., Computer Science
REDI Global Technologies April 2014 - Present
Krav Maga Institute April 2012 - Present
Magical Solutions January 2004 - Present
Citi June 2012 - April 2014
Morgan Stanley November 2010 - June 2012
Morgan Stanley July 2010 - November 2010
National Center for Biomedical and Engineering Science - NUI Galway June 2009 - August 2009
RouteSmart Technologies May 2007 - August 2007
Bowne May 2006 - August 2006
Skills
Java, C#, SQL, Unix, Perl, Integration, Spring, Sybase, C++, Clojure, Shell Scripting, PHP, Visual Studio, Eclipse, SharePoint, Microsoft SQL Server, .NET, Web Applications, DB2, HTML, Fixed Income, Fixed Income Products, Financial Risk, CCAR, Correlation, People Skills, Subversion, Software Development, Agile Methodologies, SDLC, Web Development, Business Analysis
Education
Lehigh University 2007 — 2010
B.S., Computer Science
Stephen Frey Stephen Frey's Morgan Stanley Experience January 2015 - Present
Job Sales Associate at Morgan Stanley PWM
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
Gramercy Funds Management LLC ("Gramercy") September 2013 - January 2014
PwC January 2012 - September 2013
Education
Lehigh University 2007 — 2011
Bachelor's Degree, Accounting
Morgan Stanley January 2015 - Present
Gramercy Funds Management LLC ("Gramercy") September 2013 - January 2014
PwC January 2012 - September 2013
Education
Lehigh University 2007 — 2011
Bachelor's Degree, Accounting
Stephanie Hahn, CFA Stephanie Hahn, CFA's Morgan Stanley Experience July 2004 - March 2014
Job Senior Manager, MIO Partners, Inc.
Industry Financial Services
Experience
McKinsey & Company April 2014 - Present
Morgan Stanley July 2004 - March 2014
Top Quality Training, Effective Learning Systems, S.C. February 2004 - May 2004
Lehigh University August 2003 - December 2003
Skills
Hedge Funds, Credit Risk, Derivatives, Fixed Income, Valuation, Securities, Alternative Investments, Risk Management, Finance, Due Diligence
Education
Lehigh University 2002 — 2004
Master of Science (MS), Economics
Lehigh University 1998 — 2002
Bachelor of Science (BS), Finance
McKinsey & Company April 2014 - Present
Morgan Stanley July 2004 - March 2014
Top Quality Training, Effective Learning Systems, S.C. February 2004 - May 2004
Lehigh University August 2003 - December 2003
Skills
Hedge Funds, Credit Risk, Derivatives, Fixed Income, Valuation, Securities, Alternative Investments, Risk Management, Finance, Due Diligence
Education
Lehigh University 2002 — 2004
Master of Science (MS), Economics
Lehigh University 1998 — 2002
Bachelor of Science (BS), Finance
Nikolas Baptiste's Morgan Stanley Experience March 2015 - Present
Job Vice President, Fixed Income Derivative Solutions
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Technical Analysis Group, LLC June 2013 - Present
Morgan Stanley August 2008 - May 2013
Morgan Stanley August 2007 - August 2008
Morgan Stanley May 2006 - August 2006
KDC Solar May 2005 - August 2005
Lehman Brothers December 2003 - January 2004
Skills
Capital Markets, Interest Rate..., Fixed Income, Hedge Funds, Investment Banking, Foreign Exchange, Bloomberg, Equities, Derivatives, Options, Trading, Valuation, Bonds, Alternative Investments, Structured Products, Financial Modeling, Private Equity, Cross-border..., Macro Analysis
Education
Lehigh University 2004 — 2007
Bachelor of Science (BS), Industrial Engineering
Lehigh University 2004 — 2007
Bachelor of Science (BS), Finance
ACS Cobham International School, United Kingdom 2000 — 2003
Morgan Stanley March 2015 - Present
Technical Analysis Group, LLC June 2013 - Present
Morgan Stanley August 2008 - May 2013
Morgan Stanley August 2007 - August 2008
Morgan Stanley May 2006 - August 2006
KDC Solar May 2005 - August 2005
Lehman Brothers December 2003 - January 2004
Skills
Capital Markets, Interest Rate..., Fixed Income, Hedge Funds, Investment Banking, Foreign Exchange, Bloomberg, Equities, Derivatives, Options, Trading, Valuation, Bonds, Alternative Investments, Structured Products, Financial Modeling, Private Equity, Cross-border..., Macro Analysis
Education
Lehigh University 2004 — 2007
Bachelor of Science (BS), Industrial Engineering
Lehigh University 2004 — 2007
Bachelor of Science (BS), Finance
ACS Cobham International School, United Kingdom 2000 — 2003
Taylor Bellefeuille's Morgan Stanley Experience June 2007 - October 2008
Job Global Sales Director at Jebbit
Industry Marketing and Advertising
Experience
Jebbit October 2015 - Present
Streetwise Media 2014 - October 2015
Streetwise Media May 2013 - October 2015
GL Advisor September 2011 - May 2013
Eaton Vance September 2008 - March 2012
Morgan Stanley June 2007 - October 2008
Skills
Social Media Marketing, Sales, Management, Social Media, Marketing, Marketing Strategy, Business Development, Customer Service, Alternative Investments, Equities, Strategic Planning, Leadership, Account Management, New Business Development, Salesforce.com, Microsoft Excel, Strategy, Marketing Communications, Microsoft Office, Social Networking, Online Advertising, CRM, Advertising, Digital Marketing, Sales Management, Online Marketing, Strategic Partnerships, Start-ups, Lead Generation, Event Planning, Market Research, Integrated Marketing, Digital Media, Sales Process, Relationship Management, Direct Sales, Public Speaking
Education
Lehigh University
Bachelor's degree, Economics
Jebbit October 2015 - Present
Streetwise Media 2014 - October 2015
Streetwise Media May 2013 - October 2015
GL Advisor September 2011 - May 2013
Eaton Vance September 2008 - March 2012
Morgan Stanley June 2007 - October 2008
Skills
Social Media Marketing, Sales, Management, Social Media, Marketing, Marketing Strategy, Business Development, Customer Service, Alternative Investments, Equities, Strategic Planning, Leadership, Account Management, New Business Development, Salesforce.com, Microsoft Excel, Strategy, Marketing Communications, Microsoft Office, Social Networking, Online Advertising, CRM, Advertising, Digital Marketing, Sales Management, Online Marketing, Strategic Partnerships, Start-ups, Lead Generation, Event Planning, Market Research, Integrated Marketing, Digital Media, Sales Process, Relationship Management, Direct Sales, Public Speaking
Education
Lehigh University
Bachelor's degree, Economics
Benjamin Bonow Benjamin Bonow's Morgan Stanley Experience 1997 - 2008
Job Vice President at Bank of America, FX Technology | Specialist in FX Electronic Trading
Industry Financial Services
Experience
Bank of America 2014 - Present
Brown Brothers Harriman 2013 - 2014
Tullett Prebon 2012 - 2013
Option Computers 2008 - 2012
Morgan Stanley 1997 - 2008
Oppenheimer & Co. 1996 - 1997
Skills
Relationship Management, Electronic Trading, Project Management, Customer Service, Business Development, Business Analysis, CRM, Change Management, Equities, FX Options, FX trading, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Trading
Education
Stevens Institute of Technology 2001 — 2003
Master's of Science in Information Systems, GPA: 3.7
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science in Business Finance
Bank of America 2014 - Present
Brown Brothers Harriman 2013 - 2014
Tullett Prebon 2012 - 2013
Option Computers 2008 - 2012
Morgan Stanley 1997 - 2008
Oppenheimer & Co. 1996 - 1997
Skills
Relationship Management, Electronic Trading, Project Management, Customer Service, Business Development, Business Analysis, CRM, Change Management, Equities, FX Options, FX trading, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Trading
Education
Stevens Institute of Technology 2001 — 2003
Master's of Science in Information Systems, GPA: 3.7
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science in Business Finance
Alex Iacocca Alex Iacocca's Morgan Stanley Experience January 2013 - September 2013
Job Operations Specialist at Hutchin Hill Capital
Industry Financial Services
Experience
Hutchin Hill Capital September 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley September 2011 - January 2013
Lehigh University Athletics Partnership January 2010 - January 2011
Private Client Resources, LLC May 2010 - August 2010
AFC First Financial Corp. May 2008 - August 2008
Education
Lehigh University 2009 — 2010
MS, Management Science
Lehigh University 2005 — 2009
BS, Finance
Hutchin Hill Capital September 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley September 2011 - January 2013
Lehigh University Athletics Partnership January 2010 - January 2011
Private Client Resources, LLC May 2010 - August 2010
AFC First Financial Corp. May 2008 - August 2008
Education
Lehigh University 2009 — 2010
MS, Management Science
Lehigh University 2005 — 2009
BS, Finance
Scott Pender Scott Pender's Morgan Stanley Experience August 2014 - Present
Job Mobile Security Architect at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2014 - Present
Cigital, Inc October 2011 - August 2014
Freddie Mac November 2010 - October 2011
Freddie Mac June 2009 - November 2010
Lehigh University August 2007 - May 2009
KPMG June 2008 - August 2008
Lehigh University Enterprise Systems Center January 2008 - May 2008
Skills
SDLC, SQL, Security, Program Management, Information Security, Penetration Testing, Unix, Vulnerability Assessment, Application Security, Java, Requirements Analysis, IT Strategy, Enterprise Architecture, Linux
Education
Lehigh University 2005 — 2009
BS, Information & Systems Engineering
Morgan Stanley August 2014 - Present
Cigital, Inc October 2011 - August 2014
Freddie Mac November 2010 - October 2011
Freddie Mac June 2009 - November 2010
Lehigh University August 2007 - May 2009
KPMG June 2008 - August 2008
Lehigh University Enterprise Systems Center January 2008 - May 2008
Skills
SDLC, SQL, Security, Program Management, Information Security, Penetration Testing, Unix, Vulnerability Assessment, Application Security, Java, Requirements Analysis, IT Strategy, Enterprise Architecture, Linux
Education
Lehigh University 2005 — 2009
BS, Information & Systems Engineering
Alex Dixon's Morgan Stanley Experience November 2004 - July 2008
Job
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
UBS Investment Bank May 2011 - May 2015
Credit Suisse April 2010 - May 2011
JP Morgan September 2008 - April 2010
Morgan Stanley November 2004 - July 2008
Morgan Stanley January 2002 - November 2004
Morgan Stanley July 2000 - January 2002
Accenture October 1993 - July 2000
Saxony Ice (Liesure Time Ice supplier/distributor) June 1990 - September 1993
Skills
Leadership, Strategy, Fixed Income, Analysis, Cross-functional Team..., Risk Management, Project Management, Management, Portfolio Management, Budgets, IT Strategy, Program Management, Equities, Finance, Financial Services, Process Improvement, Mergers & Acquisitions, Change Management, Business Analysis, Business Process..., Derivatives, Vendor Management, SDLC, Governance, PMO, Financial Risk, Middle Office
Education
Lehigh University
BS, Materials Science & Engineering
Mamaroneck HS
Bloomberg LP May 2015 - Present
UBS Investment Bank May 2011 - May 2015
Credit Suisse April 2010 - May 2011
JP Morgan September 2008 - April 2010
Morgan Stanley November 2004 - July 2008
Morgan Stanley January 2002 - November 2004
Morgan Stanley July 2000 - January 2002
Accenture October 1993 - July 2000
Saxony Ice (Liesure Time Ice supplier/distributor) June 1990 - September 1993
Skills
Leadership, Strategy, Fixed Income, Analysis, Cross-functional Team..., Risk Management, Project Management, Management, Portfolio Management, Budgets, IT Strategy, Program Management, Equities, Finance, Financial Services, Process Improvement, Mergers & Acquisitions, Change Management, Business Analysis, Business Process..., Derivatives, Vendor Management, SDLC, Governance, PMO, Financial Risk, Middle Office
Education
Lehigh University
BS, Materials Science & Engineering
Mamaroneck HS
Natalie Denisenko Grainger's Morgan Stanley Experience May 2006 - February 2008
Job Vice President at Deutsche Bank Securities
Industry Commercial Real Estate
Experience
Deutsche Bank January 2015 - Present
Deutsche Bank Securities June 2010 - December 2014
Credit Suisse September 2008 - June 2010
Morgan Stanley May 2006 - February 2008
Deloitte & Touche September 2003 - April 2006
Deutsche Bank June 2002 - August 2002
Skills
CMBS, Valuation, Securitization, Structured Finance, Due Diligence, Portfolio Management, Commercial Real Estate, Investments
Education
Lehigh University - College of Business and Economics 2002 — 2003
MS
Lehigh University - College of Business and Economics 1998 — 2002
BS
University of New South Wales 2001 — 2001
Fair Lawn High School 1994 — 1998
Deutsche Bank January 2015 - Present
Deutsche Bank Securities June 2010 - December 2014
Credit Suisse September 2008 - June 2010
Morgan Stanley May 2006 - February 2008
Deloitte & Touche September 2003 - April 2006
Deutsche Bank June 2002 - August 2002
Skills
CMBS, Valuation, Securitization, Structured Finance, Due Diligence, Portfolio Management, Commercial Real Estate, Investments
Education
Lehigh University - College of Business and Economics 2002 — 2003
MS
Lehigh University - College of Business and Economics 1998 — 2002
BS
University of New South Wales 2001 — 2001
Fair Lawn High School 1994 — 1998
Brian Coyle's Morgan Stanley Experience April 2006 - Present
Job Executive Director Institutional Plant Mgt & Engineering
Industry Capital Markets
Experience
Morgan Stanley April 2006 - Present
BearingPoint August 2003 - April 2006
SBI and Company August 2002 - July 2003
Scient October 1998 - July 2002
Cambridge Technology Partners June 1997 - September 1998
Skills
IT Strategy, Program Management, Management Consulting, Financial Services, Business Analysis, Business Strategy, Vendor Management, Enterprise Architecture, Project Management, Product Management, Change Management, PMO, SDLC, Business Transformation, Business Process..., Analytics, Strategic Planning, Business Process..., Project Portfolio..., Outsourcing, Trading Systems, Integration, IT Management, Software Project..., Electronic Trading, Business Process, Consulting, Cloud Computing, Process Improvement, Professional Services, Governance, Project Delivery, Low Latency, Financial Modeling, Executive Management, Solution Architecture, Enterprise Software, Software Development, Equity Trading, Fixed Income, Offshoring, Management, Resource Management, Business Development, Risk Management, Prime Brokerage, Equities, Program Trading, Equity Derivatives
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Computer Science
Pennsbury High School 1989 — 1993
Morgan Stanley April 2006 - Present
BearingPoint August 2003 - April 2006
SBI and Company August 2002 - July 2003
Scient October 1998 - July 2002
Cambridge Technology Partners June 1997 - September 1998
Skills
IT Strategy, Program Management, Management Consulting, Financial Services, Business Analysis, Business Strategy, Vendor Management, Enterprise Architecture, Project Management, Product Management, Change Management, PMO, SDLC, Business Transformation, Business Process..., Analytics, Strategic Planning, Business Process..., Project Portfolio..., Outsourcing, Trading Systems, Integration, IT Management, Software Project..., Electronic Trading, Business Process, Consulting, Cloud Computing, Process Improvement, Professional Services, Governance, Project Delivery, Low Latency, Financial Modeling, Executive Management, Solution Architecture, Enterprise Software, Software Development, Equity Trading, Fixed Income, Offshoring, Management, Resource Management, Business Development, Risk Management, Prime Brokerage, Equities, Program Trading, Equity Derivatives
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Computer Science
Pennsbury High School 1989 — 1993
Anthony Franchina's Morgan Stanley Experience July 2005 - May 2006
Job Accounting Manager – Assistant Business Unit Controller at Epiq Systems
Industry Financial Services
Experience
Epiq Systems February 2012 - Present
ITG June 2009 - February 2012
Cantor Fitzgerald May 2006 - February 2009
Morgan Stanley July 2005 - May 2006
AT&T March 1999 - July 2005
Bank of New York Mellon July 1996 - March 1999
Skills
Financial Analysis, Financial Modeling, Business Analysis, Financial Reporting, Forecasting, Corporate Finance, Finance, Accounting, Business Process..., Equities, Due Diligence, Risk Management, Process Improvement, Investments, Auditing, Internal Controls
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Management
Lehigh University 1991 — 1996
Epiq Systems February 2012 - Present
ITG June 2009 - February 2012
Cantor Fitzgerald May 2006 - February 2009
Morgan Stanley July 2005 - May 2006
AT&T March 1999 - July 2005
Bank of New York Mellon July 1996 - March 1999
Skills
Financial Analysis, Financial Modeling, Business Analysis, Financial Reporting, Forecasting, Corporate Finance, Finance, Accounting, Business Process..., Equities, Due Diligence, Risk Management, Process Improvement, Investments, Auditing, Internal Controls
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Management
Lehigh University 1991 — 1996
James Carrier's Morgan Stanley Experience June 1996 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1996 - Present
Merrill Lynch 1994 - 1996
Education
Lehigh University 1990 — 1994
Morgan Stanley June 1996 - Present
Merrill Lynch 1994 - 1996
Education
Lehigh University 1990 — 1994
Marc C. Angelos's Morgan Stanley Experience 2004 - 2007
Job Electronic SalesTrading Director,Societe Generale
Industry Financial Services
Experience
Société Générale 2012 - 2015
Société Générale 2012 - 2015
UBS Investment Bank May 2010 - October 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2007 - June 2010
Morgan Stanley 2004 - 2007
Instinet Corporation 1997 - 2004
Skills
Electronic Trading, Equities, Options, Hedge Funds, FX Options, Fixed Income, Sales, Derivatives, Trading Systems, Capital Markets, Series 7, Bloomberg, Business Strategy, Trading
Education
Lehigh University 1989 — 1993
BA, History
Société Générale 2012 - 2015
Société Générale 2012 - 2015
UBS Investment Bank May 2010 - October 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2007 - June 2010
Morgan Stanley 2004 - 2007
Instinet Corporation 1997 - 2004
Skills
Electronic Trading, Equities, Options, Hedge Funds, FX Options, Fixed Income, Sales, Derivatives, Trading Systems, Capital Markets, Series 7, Bloomberg, Business Strategy, Trading
Education
Lehigh University 1989 — 1993
BA, History
Amy Berley's Morgan Stanley Experience 2000 - 2005
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Morgan Stanley 2000 - 2005
Morgan Stanley 2000 - 2005
Education
Lehigh University 1983 — 1987
Morgan Stanley 2000 - 2005
Morgan Stanley 2000 - 2005
Education
Lehigh University 1983 — 1987
David Madeo's Morgan Stanley Experience September 1991 - August 2013
Job Senior Director of Customer Success at DocuSign
Industry Information Technology and Services
Experience
DocuSign May 2015 - Present
DocuSign August 2013 - April 2015
Morgan Stanley September 1991 - August 2013
Lehman Brothers August 1990 - August 1991
Skills
Enterprise Architecture, IT Strategy, Unix, Vendor Management, Risk Management, Email Archiving, Program Management, Financial Services, Integration, SaaS, Disaster Recovery, Security, SDLC, Infrastructure, Financial Markets, Computer Forensics, Litigation Support, Management, Internal Investigations, Data Center, High Availability, Cloud Computing, Email, Enterprise Software, Business Analysis, Product Management, Collaboration Solutions, Strategy, Software Development, Prime Brokerage, Legal Compliance, Regulatory Compliance
Education
Lehigh University 1986 — 1990
Fairport High School
DocuSign May 2015 - Present
DocuSign August 2013 - April 2015
Morgan Stanley September 1991 - August 2013
Lehman Brothers August 1990 - August 1991
Skills
Enterprise Architecture, IT Strategy, Unix, Vendor Management, Risk Management, Email Archiving, Program Management, Financial Services, Integration, SaaS, Disaster Recovery, Security, SDLC, Infrastructure, Financial Markets, Computer Forensics, Litigation Support, Management, Internal Investigations, Data Center, High Availability, Cloud Computing, Email, Enterprise Software, Business Analysis, Product Management, Collaboration Solutions, Strategy, Software Development, Prime Brokerage, Legal Compliance, Regulatory Compliance
Education
Lehigh University 1986 — 1990
Fairport High School
Paul DiSciascio's Morgan Stanley Experience 2002 - 2002
Job Sr. Unix Admin at PJM Interconnection
Industry Information Technology and Services
Experience
PJM Interconnection April 2011 - Present
PJM Interconnection May 2003 - April 2011
Morgan Stanley 2002 - 2002
Enterprise Systems Center 2001 - 2002
Hajoca Corporation 1998 - 2001
Janney Montgomery Scott 1996 - 1997
Skills
Virtualization, LDAP, Security, Server Architecture, Puppet, AIX, Disaster Recovery, Servers, Red Hat Linux, System Administration, RHEL
Education
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Computer Engineering
PJM Interconnection April 2011 - Present
PJM Interconnection May 2003 - April 2011
Morgan Stanley 2002 - 2002
Enterprise Systems Center 2001 - 2002
Hajoca Corporation 1998 - 2001
Janney Montgomery Scott 1996 - 1997
Skills
Virtualization, LDAP, Security, Server Architecture, Puppet, AIX, Disaster Recovery, Servers, Red Hat Linux, System Administration, RHEL
Education
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Computer Engineering
Taylor Sauer's Morgan Stanley Experience June 2007 - Present
Job Financial Adviser at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
Education
Lehigh University
Morgan Stanley June 2007 - Present
Education
Lehigh University
Shayna Buffman Stephanak's Morgan Stanley Experience 2004 - 2006
Job Associate at JPMorgan
Industry Investment Banking
Experience
JPMorgan Mortgage Backed SecuritiesJP Morgan2006 - Present
Morgan Stanley 2004 - 2006
Education
Lehigh University 1998 — 2003
JPMorgan Mortgage Backed SecuritiesJP Morgan2006 - Present
Morgan Stanley 2004 - 2006
Education
Lehigh University 1998 — 2003
Andrea Kusick's Morgan Stanley Experience April 2006 - March 2015
Job Vice President at Morgan Stanley Real Estate (Portfolio Management)
Industry Financial Services
Experience
CPM advisory Group April 2015 - Present
Morgan Stanley April 2006 - March 2015
Johnson & Johnson June 2004 - April 2006
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Financial Reporting, Portfolio Management, Accounting, Finance, Financial Forecasting
Education
Lehigh University - College of Business and Economics 2003 — 2004
MS, Accounting
Lehigh University 1999 — 2003
BS, Finance & Economics
CPM advisory Group April 2015 - Present
Morgan Stanley April 2006 - March 2015
Johnson & Johnson June 2004 - April 2006
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Financial Reporting, Portfolio Management, Accounting, Finance, Financial Forecasting
Education
Lehigh University - College of Business and Economics 2003 — 2004
MS, Accounting
Lehigh University 1999 — 2003
BS, Finance & Economics
Carissa Warner's Morgan Stanley Experience June 2010 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2010 - Present
Merrill Lynch June 2006 - May 2010
Deutsche Bank June 2003 - June 2006
Education
Lehigh University
Morgan Stanley June 2010 - Present
Merrill Lynch June 2006 - May 2010
Deutsche Bank June 2003 - June 2006
Education
Lehigh University
Arif Imam's Morgan Stanley Experience 1997 - 2006
Job Managing Director at Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch October 2009 - Present
Shaka Capital Mgt June 2007 - February 2010
Morgan Stanley 1997 - 2006
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Valuation
Education
Lehigh University 1982 — 1986
BSIE, Industrial Engineering
St. Mary's International School 1976 — 1982
Bank of America Merrill Lynch October 2009 - Present
Shaka Capital Mgt June 2007 - February 2010
Morgan Stanley 1997 - 2006
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Valuation
Education
Lehigh University 1982 — 1986
BSIE, Industrial Engineering
St. Mary's International School 1976 — 1982
Dan Patracuolla's Morgan Stanley Experience 2005 - 2008
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2008 - Present
Morgan Stanley 2005 - 2008
Standard & Poor's Corporate Value Consulting March 1997 - September 2005
PwC 1997 - 2001
Curtiss Wright 1989 - 1997
Curtiss Wright Flight Systems 1989 - 1997
Curtiss wright 1989 - 1997
Skills
Valuation, Business Valuation, Private Equity, Corporate Finance, Alternative Investments, Capital Markets, Equity Valuation, Derivatives, Investments, Hedge Funds, Financial Analysis, Mergers, Securities, Leveraged Finance, Mergers & Acquisitions, Finance
Education
Seton Hall University 1990 — 1994
MBA, Finance
Lehigh University 1983 — 1987
BS, Metallurgy & Materials Engineering
West Essex High School
Duff & Phelps May 2008 - Present
Morgan Stanley 2005 - 2008
Standard & Poor's Corporate Value Consulting March 1997 - September 2005
PwC 1997 - 2001
Curtiss Wright 1989 - 1997
Curtiss Wright Flight Systems 1989 - 1997
Curtiss wright 1989 - 1997
Skills
Valuation, Business Valuation, Private Equity, Corporate Finance, Alternative Investments, Capital Markets, Equity Valuation, Derivatives, Investments, Hedge Funds, Financial Analysis, Mergers, Securities, Leveraged Finance, Mergers & Acquisitions, Finance
Education
Seton Hall University 1990 — 1994
MBA, Finance
Lehigh University 1983 — 1987
BS, Metallurgy & Materials Engineering
West Essex High School
Jennifer Lakefield's Morgan Stanley Experience June 2006 - February 2008
Job Managing Director, Client Relations at ZAIS Group, LLC
Industry Investment Management
Experience
ZAIS Group, LLC October 2011 - Present
The Community YMCA 2012 - Present
HGK Asset Management/Trinity Street Asset Management October 2008 - January 2011
Morgan Stanley June 2006 - February 2008
Citigroup June 2000 - June 2006
Lehman Brothers June 1991 - June 2000
Skills
Relationship Management, Alternative Investments, Hedge Funds, Investor Relations, Equities, Fixed Income, Credit, CLO, MBS, Financial Services, Asset Management, Finance, Investments, Business Development
Education
Lehigh University 1987 — 1991
BS, Industrial Engineering
Marlboro High School 1983 — 1987
ZAIS Group, LLC October 2011 - Present
The Community YMCA 2012 - Present
HGK Asset Management/Trinity Street Asset Management October 2008 - January 2011
Morgan Stanley June 2006 - February 2008
Citigroup June 2000 - June 2006
Lehman Brothers June 1991 - June 2000
Skills
Relationship Management, Alternative Investments, Hedge Funds, Investor Relations, Equities, Fixed Income, Credit, CLO, MBS, Financial Services, Asset Management, Finance, Investments, Business Development
Education
Lehigh University 1987 — 1991
BS, Industrial Engineering
Marlboro High School 1983 — 1987
Steve Richardson's Morgan Stanley Experience 2002 - 2005
Job Director & Associate Portfolio Manager at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. April 2013 - Present
Golub Capital 2012 - April 2013
D. E. Shaw & Co. 2005 - 2012
Morgan Stanley 2002 - 2005
Skills
Private Equity, Investments, Credit, Investment Banking, Equities, Valuation, Hedge Funds, Capital Markets, Loans, Portfolio Management
Education
Lehigh University 1997 — 2002
Bachelor of Science (BS), Business & Economics, High Honors
Crestline Investors, Inc. April 2013 - Present
Golub Capital 2012 - April 2013
D. E. Shaw & Co. 2005 - 2012
Morgan Stanley 2002 - 2005
Skills
Private Equity, Investments, Credit, Investment Banking, Equities, Valuation, Hedge Funds, Capital Markets, Loans, Portfolio Management
Education
Lehigh University 1997 — 2002
Bachelor of Science (BS), Business & Economics, High Honors
Chris Hemschot's Morgan Stanley Experience August 2010 - Present
Job Executive Director at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley August 2010 - Present
NRG May 2006 - July 2010
TXU June 2002 - April 2006
Mirant September 1998 - May 2002
Paine Webber 1993 - 1998
Skills
Trading, Options, Commodity Markets, Commodity, Energy, Portfolio Management, Bonds, Derivatives, Energy Markets, Equities, Financial Modeling, Hedge Funds, Hedging, Risk Management, Renewable Energy, Natural Gas, Valuation, Structured Products
Education
Lehigh University 1989 — 1993
Bergen Catholic 1985 — 1989
Morgan Stanley August 2010 - Present
NRG May 2006 - July 2010
TXU June 2002 - April 2006
Mirant September 1998 - May 2002
Paine Webber 1993 - 1998
Skills
Trading, Options, Commodity Markets, Commodity, Energy, Portfolio Management, Bonds, Derivatives, Energy Markets, Equities, Financial Modeling, Hedge Funds, Hedging, Risk Management, Renewable Energy, Natural Gas, Valuation, Structured Products
Education
Lehigh University 1989 — 1993
Bergen Catholic 1985 — 1989
John Mizel's Morgan Stanley Experience April 1994 - March 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1994 - March 2015
IBM July 1980 - May 1994
Stiefel Laboratories March 1978 - July 1980
Skills
Trading Systems, Software Development, Fixed Income, Derivatives, Business Analysis, Equities, SQL, Capital Markets, Electronic Trading, Sybase, VBA, C, Programming, Risk Management, Unix, Java, Vendor Management, Enterprise Architecture, Investment Banking, Portfolio Management, Equity Derivatives, Databases, Bonds, Bloomberg, SDLC, Market Data, Trading, Project Management, IT Strategy, Perl, Hedge Funds
Education
Union College 1984 — 1986
MS, Computer Science
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Lehigh University 1972 — 1976
BA, Biology
Morgan Stanley April 1994 - March 2015
IBM July 1980 - May 1994
Stiefel Laboratories March 1978 - July 1980
Skills
Trading Systems, Software Development, Fixed Income, Derivatives, Business Analysis, Equities, SQL, Capital Markets, Electronic Trading, Sybase, VBA, C, Programming, Risk Management, Unix, Java, Vendor Management, Enterprise Architecture, Investment Banking, Portfolio Management, Equity Derivatives, Databases, Bonds, Bloomberg, SDLC, Market Data, Trading, Project Management, IT Strategy, Perl, Hedge Funds
Education
Union College 1984 — 1986
MS, Computer Science
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Lehigh University 1972 — 1976
BA, Biology
Michelle Breidinger's Morgan Stanley Experience June 2003 - August 2003
Job Principal Communications Associate at Capital One
Industry Financial Services
Experience
Capital One July 2007 - Present
The BOSS Group September 2006 - July 2007
JPMorgan Chase August 2004 - August 2006
Morgan Stanley June 2003 - August 2003
Education
Lehigh University - College of Business and Economics 2000 — 2004
Bachelor of Science, Finance
Capital One July 2007 - Present
The BOSS Group September 2006 - July 2007
JPMorgan Chase August 2004 - August 2006
Morgan Stanley June 2003 - August 2003
Education
Lehigh University - College of Business and Economics 2000 — 2004
Bachelor of Science, Finance
Boris Libman's Morgan Stanley Experience 1994 - 2006
Job Biofuels Broker at First National Oil Brokers
Industry Financial Services
Experience
First National Oil Brokers 2012 - Present
Blue Ocean Brokerage 2010 - 2012
Self employed 2008 - 2010
RBS Sempra Commodities July 2007 - June 2008
Lehman Brothers 2006 - 2007
Morgan Stanley 1994 - 2006
Skills
Commodity, Derivatives, Business Development, Trading, Options, Hedge Funds, Equities, Trading Systems, Commodity Markets, Hedging, Risk Management, Fixed Income
Education
Lehigh University 1989 — 1993
Finance, BS
First National Oil Brokers 2012 - Present
Blue Ocean Brokerage 2010 - 2012
Self employed 2008 - 2010
RBS Sempra Commodities July 2007 - June 2008
Lehman Brothers 2006 - 2007
Morgan Stanley 1994 - 2006
Skills
Commodity, Derivatives, Business Development, Trading, Options, Hedge Funds, Equities, Trading Systems, Commodity Markets, Hedging, Risk Management, Fixed Income
Education
Lehigh University 1989 — 1993
Finance, BS
Tim Juba's Morgan Stanley Experience March 2004 - Present
Job Executive Director Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2004 - Present
JPMorgan June 2002 - February 2004
Instinet Corporation 2000 - 2002
Skills
Trading Systems, Fixed Income, Derivatives, Market Data, Electronic Trading, Investment Banking, Capital Markets, SQL, Software Development, Business Analysis, Distributed Systems, IT Strategy, System Architecture, Technical Leadership, Trading, Unix, Risk Management, Java, Interest Rate...
Education
Lehigh University 1994 — 1998
BS, Computer Engineering
Morgan Stanley March 2004 - Present
JPMorgan June 2002 - February 2004
Instinet Corporation 2000 - 2002
Skills
Trading Systems, Fixed Income, Derivatives, Market Data, Electronic Trading, Investment Banking, Capital Markets, SQL, Software Development, Business Analysis, Distributed Systems, IT Strategy, System Architecture, Technical Leadership, Trading, Unix, Risk Management, Java, Interest Rate...
Education
Lehigh University 1994 — 1998
BS, Computer Engineering
Jorge Samuel's Morgan Stanley Experience January 2003 - Present
Job Enterprise Telecommunictions Voice Design Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2003 - Present
Morgan Stanley April 2001 - December 2002
Morgan Stanley May 2000 - March 2001
Morgan Stanley June 1998 - May 2000
Morgan Stanley October 1996 - June 1998
Skills
Avaya Aura, Avaya Communication..., Avaya Site..., Avaya IP Telephony, Voice Mail, Adtran, Voice & Data Convergence, Voice Technology, Microsoft Office, Intercom, Private Line, QSIG, Nuance, IP PBX, Erlang, Analog Circuits, Digital Telephony, Audio Conferencing, TDMoIP, Softphone, Voice Biometrics
Education
Lehigh University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Morgan Stanley January 2003 - Present
Morgan Stanley April 2001 - December 2002
Morgan Stanley May 2000 - March 2001
Morgan Stanley June 1998 - May 2000
Morgan Stanley October 1996 - June 1998
Skills
Avaya Aura, Avaya Communication..., Avaya Site..., Avaya IP Telephony, Voice Mail, Adtran, Voice & Data Convergence, Voice Technology, Microsoft Office, Intercom, Private Line, QSIG, Nuance, IP PBX, Erlang, Analog Circuits, Digital Telephony, Audio Conferencing, TDMoIP, Softphone, Voice Biometrics
Education
Lehigh University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Eric Diggs's Morgan Stanley Experience August 1999 - May 2003
Job Experienced Mortgage Professional
Industry Financial Services
Experience
Bank of America November 2010 - Present
JPMorgan Chase May 2009 - November 2010
Accredited Home Lenders 2003 - 2008
Morgan Stanley August 1999 - May 2003
Education
Lee University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Bank of America November 2010 - Present
JPMorgan Chase May 2009 - November 2010
Accredited Home Lenders 2003 - 2008
Morgan Stanley August 1999 - May 2003
Education
Lee University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Marina Kirchheimer (Liokumovich)'s Morgan Stanley Experience June 2013 - Present
Job Vice President at Morgan Stanley Smith Barney Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
TD Ameritrade November 2008 - June 2013
Lehman Brothers July 2006 - October 2008
Barclays Capital 2008 - 2008
Deloitte 2005 - 2007
Chi Omega Fraternity 2002 - 2003
Skills
SDLC, Valuation, Wealth Management, Strategy, Prime Brokerage, Product Management, Analytics, Sales Management, Financial Modeling, Strategic Planning, Financial Analysis, Series 7
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Strategy
Lehigh University 2001 — 2004
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Morgan Stanley June 2013 - Present
TD Ameritrade November 2008 - June 2013
Lehman Brothers July 2006 - October 2008
Barclays Capital 2008 - 2008
Deloitte 2005 - 2007
Chi Omega Fraternity 2002 - 2003
Skills
SDLC, Valuation, Wealth Management, Strategy, Prime Brokerage, Product Management, Analytics, Sales Management, Financial Modeling, Strategic Planning, Financial Analysis, Series 7
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Strategy
Lehigh University 2001 — 2004
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Russ Johnson's Morgan Stanley Experience 1999 - 2005
Job VP Regulatory Reporting Basel 3 at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2009 - Present
The Bank of New York Mellon December 2007 - May 2009
BNY Mellon December 2007 - May 2009
Citigroup 2005 - 2008
Morgan Stanley 1999 - 2005
Deustche Bank 1998 - 1999
Deutsche Bank 1998 - 1999
Bankers Trust 1983 - 1998
Skills
Financial Risk, Capital Markets, Banking, Business Intelligence, Internal Controls, Forecasting, Basel II, Program Management
Education
Lehigh University 1971 — 1975
BS, Accounting
Credit Suisse May 2009 - Present
The Bank of New York Mellon December 2007 - May 2009
BNY Mellon December 2007 - May 2009
Citigroup 2005 - 2008
Morgan Stanley 1999 - 2005
Deustche Bank 1998 - 1999
Deutsche Bank 1998 - 1999
Bankers Trust 1983 - 1998
Skills
Financial Risk, Capital Markets, Banking, Business Intelligence, Internal Controls, Forecasting, Basel II, Program Management
Education
Lehigh University 1971 — 1975
BS, Accounting
Erik Soderberg's Morgan Stanley Experience 2005 - September 2014
Job Director, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Morgan Stanley 2005 - September 2014
Almonde 2002 - 2003
Buckaroo 2000 - 2001
Infinity (A Sungard Company) 1996 - 2000
Bank of America 1991 - 1996
Manufacturers Hanover Trust 1986 - 1988
Skills
Credit Risk, Basel II, Corporate Finance, Risk Management, Financial Analysis, Collateral Management, Electronic Trading, Trading Systems, Capital Markets, Liquidity Risk, Product Management, Securities, Interest Rate..., Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
Master of Business Administration (MBA)
Lehigh University 1982 — 1986
Bachelor of Arts (BA), Economics
Graded, Sao Paulo, Brazil 1978 — 1982
Credit Suisse October 2014 - Present
Morgan Stanley 2005 - September 2014
Almonde 2002 - 2003
Buckaroo 2000 - 2001
Infinity (A Sungard Company) 1996 - 2000
Bank of America 1991 - 1996
Manufacturers Hanover Trust 1986 - 1988
Skills
Credit Risk, Basel II, Corporate Finance, Risk Management, Financial Analysis, Collateral Management, Electronic Trading, Trading Systems, Capital Markets, Liquidity Risk, Product Management, Securities, Interest Rate..., Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
Master of Business Administration (MBA)
Lehigh University 1982 — 1986
Bachelor of Arts (BA), Economics
Graded, Sao Paulo, Brazil 1978 — 1982
Adam Brazer, CPA's Morgan Stanley Experience October 2007 - September 2011
Job Manager, Financial Accounting Group at Samsung Electronics America
Industry Accounting
Experience
Samsung Electronics America January 2014 - Present
Lord Abbett September 2011 - December 2013
Morgan Stanley October 2007 - September 2011
Ernst & Young November 2005 - September 2007
Rothstein Kass September 2004 - November 2005
Skills
Financial Statements, Financial Audits, Auditing, General Ledger, Internal Controls, Consolidation, Journal Entries, External Audit, Financial Accounting, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Reporting
Education
Lehigh University 2000 — 2004
BS, Accounting
Samsung Electronics America January 2014 - Present
Lord Abbett September 2011 - December 2013
Morgan Stanley October 2007 - September 2011
Ernst & Young November 2005 - September 2007
Rothstein Kass September 2004 - November 2005
Skills
Financial Statements, Financial Audits, Auditing, General Ledger, Internal Controls, Consolidation, Journal Entries, External Audit, Financial Accounting, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Reporting
Education
Lehigh University 2000 — 2004
BS, Accounting
Scott Mazur's Morgan Stanley Experience June 2013 - Present
Job Technology Business Development at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Mesirow Financial December 2010 - May 2012
UBS December 2009 - December 2010
Ernst & Young (Transaction Advisory Services) January 2007 - May 2009
BISYS Fund Services July 2004 - December 2006
Skills
Appraisals, Valuation Modeling, Financial Modeling, Capital Equipment, Report Writing, Visual Basic, ASA, LEED Accredited, Accounting, Hedge Funds, Analytics, Strategy, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Lehigh University (Graduate School) 2003 — 2004
MS, Management Science
Lehigh University 1999 — 2003
BS, Industrial Engineering
Morgan Stanley June 2013 - Present
Mesirow Financial December 2010 - May 2012
UBS December 2009 - December 2010
Ernst & Young (Transaction Advisory Services) January 2007 - May 2009
BISYS Fund Services July 2004 - December 2006
Skills
Appraisals, Valuation Modeling, Financial Modeling, Capital Equipment, Report Writing, Visual Basic, ASA, LEED Accredited, Accounting, Hedge Funds, Analytics, Strategy, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Lehigh University (Graduate School) 2003 — 2004
MS, Management Science
Lehigh University 1999 — 2003
BS, Industrial Engineering
John Robbins's Morgan Stanley Experience 2002 - 2007
Job Credit Analyst at Capstone Investment Advisors, LLC
Industry Financial Services
Experience
Capstone Investment Advisors, LLC February 2015 - Present
Lucidus Capital Partners 2013 - 2014
Elliott Management Corp 2009 - 2012
Saba Principal Strategies (Deutsche Bank) 2007 - 2009
Morgan Stanley 2002 - 2007
Banc of America Securities 1998 - 2002
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Valuation, Bloomberg, Investment Banking, Derivatives, Alternative Investments, High Yield, Credit Derivatives, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Statistics
Lehigh University 1989 — 1993
BS, Accounting
Capstone Investment Advisors, LLC February 2015 - Present
Lucidus Capital Partners 2013 - 2014
Elliott Management Corp 2009 - 2012
Saba Principal Strategies (Deutsche Bank) 2007 - 2009
Morgan Stanley 2002 - 2007
Banc of America Securities 1998 - 2002
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Valuation, Bloomberg, Investment Banking, Derivatives, Alternative Investments, High Yield, Credit Derivatives, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Statistics
Lehigh University 1989 — 1993
BS, Accounting
Jason Blumstein, CFA's Morgan Stanley Experience May 2005 - May 2007
Job Vice President, Equity Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2012 - Present
JPMorgan Chase May 2007 - September 2012
Morgan Stanley May 2005 - May 2007
PricewaterhouseCoopers, L.L.P. August 2004 - May 2005
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Equities, Valuation, Investments, Finance
Education
Lehigh University 2000 — 2004
Bachelor of Science, Major: Finance Minor: Communications
J.P. Morgan Asset Management October 2012 - Present
JPMorgan Chase May 2007 - September 2012
Morgan Stanley May 2005 - May 2007
PricewaterhouseCoopers, L.L.P. August 2004 - May 2005
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Equities, Valuation, Investments, Finance
Education
Lehigh University 2000 — 2004
Bachelor of Science, Major: Finance Minor: Communications
Andrew Becker's Morgan Stanley Experience October 2014 - Present
Job at
Industry Banking
Experience
Morgan Stanley October 2014 - Present
Bank of America May 2014 - Present
Bank of America August 2009 - April 2014
KBC Financial Products October 2006 - January 2009
Morgan Stanley February 2004 - October 2006
Merrill Lynch July 2002 - February 2004
Skills
Derivatives, Equities, Fixed Income, Credit Derivatives, Middle Office, Capital Markets, Trading, Equity Derivatives, Interest Rate..., Investment Banking, Alternative Investments, Bonds, Hedge Funds, Structured Products, Swaps, Credit Risk, Rates, Operational Risk, Settlement, Market Risk, Bloomberg, Back Office, FX Options, Financial Markets, Options, Prime Brokerage, Securities, Trading Systems
Education
Lehigh University 1998 — 2002
B.S, Finance
Morgan Stanley October 2014 - Present
Bank of America May 2014 - Present
Bank of America August 2009 - April 2014
KBC Financial Products October 2006 - January 2009
Morgan Stanley February 2004 - October 2006
Merrill Lynch July 2002 - February 2004
Skills
Derivatives, Equities, Fixed Income, Credit Derivatives, Middle Office, Capital Markets, Trading, Equity Derivatives, Interest Rate..., Investment Banking, Alternative Investments, Bonds, Hedge Funds, Structured Products, Swaps, Credit Risk, Rates, Operational Risk, Settlement, Market Risk, Bloomberg, Back Office, FX Options, Financial Markets, Options, Prime Brokerage, Securities, Trading Systems
Education
Lehigh University 1998 — 2002
B.S, Finance
Amy D'Andrea's Morgan Stanley Experience 1993 - 1996
Job Independent Education Management Professional
Industry Education Management
Experience
M. Wolcott Imports 1996 - 2007
Morgan Stanley 1993 - 1996
Skills
Marketing, Marketing Strategy, Strategic Planning, Project Management
Education
Lehigh University 1989 — 1993
BS, Marketing
M. Wolcott Imports 1996 - 2007
Morgan Stanley 1993 - 1996
Skills
Marketing, Marketing Strategy, Strategic Planning, Project Management
Education
Lehigh University 1989 — 1993
BS, Marketing
Jeffrey Gnoinski's Morgan Stanley Experience June 2000 - December 2005
Job Vice President, Human Resources at Prudential Real Estate Investors
Industry Human Resources
Experience
Prudential Real Estate Investors September 2013 - Present
Rohatyn Group February 2010 - August 2013
Atticus Capital February 2008 - January 2010
Barclays Capital January 2006 - February 2008
Morgan Stanley June 2000 - December 2005
Skills
HRIS, Benefits, Employee Relations, Talent Management, Talent Acquisition, Performance Management, Coaching, HR Policies, Employee Benefits
Education
Lehigh University 1996 — 2000
BS, Management
Prudential Real Estate Investors September 2013 - Present
Rohatyn Group February 2010 - August 2013
Atticus Capital February 2008 - January 2010
Barclays Capital January 2006 - February 2008
Morgan Stanley June 2000 - December 2005
Skills
HRIS, Benefits, Employee Relations, Talent Management, Talent Acquisition, Performance Management, Coaching, HR Policies, Employee Benefits
Education
Lehigh University 1996 — 2000
BS, Management
Benjamin Vogel's Morgan Stanley Experience 2010 - 2010
Job Execution Management, Millennium Partners LP
Industry Financial Services
Experience
Millennium Partners October 2012 - Present
Morgan Stanley 2010 - 2010
DWS Investments June 2008 - August 2008
Skills
Asset Management, Trading, Due Diligence, Risk Management, Economics, Options, Business Valuation, Private Equity, Analysis, Strategic Planning, Strategy, Access, Management, Analytics, Financial Markets, Financial Reporting, Fixed Income, Capital Markets, Data Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
Millennium Partners October 2012 - Present
Morgan Stanley 2010 - 2010
DWS Investments June 2008 - August 2008
Skills
Asset Management, Trading, Due Diligence, Risk Management, Economics, Options, Business Valuation, Private Equity, Analysis, Strategic Planning, Strategy, Access, Management, Analytics, Financial Markets, Financial Reporting, Fixed Income, Capital Markets, Data Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
Ariana Gardianos's Morgan Stanley Experience April 2006 - June 2011
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Fidelity Investments July 2011 - June 2013
Morgan Stanley April 2006 - June 2011
New York Board of Trade September 2004 - April 2006
Education
Lehigh University 2003 — 2004
M.S., Management Science
Lehigh University 1999 — 2003
B.S., Industrial Engineering
Bank of America July 2013 - Present
Fidelity Investments July 2011 - June 2013
Morgan Stanley April 2006 - June 2011
New York Board of Trade September 2004 - April 2006
Education
Lehigh University 2003 — 2004
M.S., Management Science
Lehigh University 1999 — 2003
B.S., Industrial Engineering
Sam Lawler's Morgan Stanley Experience March 2007 - Present
Job
Industry Financial Services
Experience
Morgan Stanley March 2007 - Present
Education
Lehigh University 1991 — 1995
Archbishop Kennedy High School 1987 — 1991
Morgan Stanley March 2007 - Present
Education
Lehigh University 1991 — 1995
Archbishop Kennedy High School 1987 — 1991
Ellen Wolfe's Morgan Stanley Experience May 1988 - May 1990
Job Office Manager at Urgent Care Physicians of South Florida
Industry Medical Practice
Experience
Urgent Care Physicians of South Florida April 2000 - Present
Law Offices of Robert Wolfe January 1980 - May 2013
Morgan Stanley May 1988 - May 1990
Skills
Healthcare, Office Management, Customer Service, Event Planning, Medical Billing
Education
Lees-McRae College
Urgent Care Physicians of South Florida April 2000 - Present
Law Offices of Robert Wolfe January 1980 - May 2013
Morgan Stanley May 1988 - May 1990
Skills
Healthcare, Office Management, Customer Service, Event Planning, Medical Billing
Education
Lees-McRae College
Peter Scott's Morgan Stanley Experience August 1997 - September 2003
Job Managing Director Americas Head of Industrials Jefferies LLC
Industry Investment Banking
Experience
Jefferies October 2003 - Present
Morgan Stanley August 1997 - September 2003
Salomon Brothers June 1993 - August 1997
Education
University of Chicago 1991 — 1993
MBA, 1993
Lehigh University 1983 — 1988
BA English Literature - 1987 / BS Industrial Engineering - 1988
University of London - Westfield College 1986 — 1986
Jefferies October 2003 - Present
Morgan Stanley August 1997 - September 2003
Salomon Brothers June 1993 - August 1997
Education
University of Chicago 1991 — 1993
MBA, 1993
Lehigh University 1983 — 1988
BA English Literature - 1987 / BS Industrial Engineering - 1988
University of London - Westfield College 1986 — 1986
Corinne Wrecsics's Morgan Stanley Experience April 2014 - Present
Job Senior Manager Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley August 2010 - March 2014
PricewaterhouseCoopers January 2007 - August 2010
Education
Lehigh University 2002 — 2006
B.S., Integrated Business & Engineering and Industrial Engineering
Morgan Stanley April 2014 - Present
Morgan Stanley August 2010 - March 2014
PricewaterhouseCoopers January 2007 - August 2010
Education
Lehigh University 2002 — 2006
B.S., Integrated Business & Engineering and Industrial Engineering
Elias Abud's Morgan Stanley Experience September 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
UBS Investment Bank June 1997 - June 2009
Education
Lehigh University 1987 — 1991
B.S., Business and Economics
Morgan Stanley September 2009 - Present
UBS Investment Bank June 1997 - June 2009
Education
Lehigh University 1987 — 1991
B.S., Business and Economics
Robert Nugent's Morgan Stanley Experience September 2001 - January 2007
Job Director of Market Development at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ July 2012 - Present
Capital IQ, Inc January 2008 - January 2011
Capital IQ, Inc., a division of Standard and Poor's 2008 - January 2011
Wachovia Securities February 2007 - January 2008
Morgan Stanley September 2001 - January 2007
Morgan Stanley September 2001 - January 2005
Merrill Lynch Private Client Group June 2000 - August 2000
Skills
Derivatives, Securities, Trading, Finance, Portfolio Management, Mergers & Acquisitions, Competitive Analysis, Structured Products, Equities, Bloomberg, Capital Markets, Market Data, Financial Markets, Hedge Funds, Credit, Management, Fixed Income, Sales, Capital IQ, Salesforce.com
Education
Lehigh University 1997 — 2001
BA, Economics
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Economics
S&P Capital IQ July 2012 - Present
Capital IQ, Inc January 2008 - January 2011
Capital IQ, Inc., a division of Standard and Poor's 2008 - January 2011
Wachovia Securities February 2007 - January 2008
Morgan Stanley September 2001 - January 2007
Morgan Stanley September 2001 - January 2005
Merrill Lynch Private Client Group June 2000 - August 2000
Skills
Derivatives, Securities, Trading, Finance, Portfolio Management, Mergers & Acquisitions, Competitive Analysis, Structured Products, Equities, Bloomberg, Capital Markets, Market Data, Financial Markets, Hedge Funds, Credit, Management, Fixed Income, Sales, Capital IQ, Salesforce.com
Education
Lehigh University 1997 — 2001
BA, Economics
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Economics
Gregory Bander's Morgan Stanley Experience July 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Education
Lehigh University 2004 — 2008
B.S., Finance
Morgan Stanley July 2008 - Present
Education
Lehigh University 2004 — 2008
B.S., Finance
Nan Li, CPA's Morgan Stanley Experience September 2009 - March 2010
Job SEC Reporting Manager at Equinix
Industry Accounting
Experience
Equinix April 2013 - Present
Deloitte November 2012 - April 2013
Susquehanna International Group, LLP (SIG) March 2010 - September 2012
Morgan Stanley September 2009 - March 2010
Deloitte & Tocuche September 2004 - September 2009
Skills
GAAP, Auditing, Financial Reporting, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Internal Controls, Risk Assessment, External Audit, Big 4, SEC Financial Reporting, Fair Value, Derivatives
Education
Lehigh University 2002 — 2004
master, Accounting
Equinix April 2013 - Present
Deloitte November 2012 - April 2013
Susquehanna International Group, LLP (SIG) March 2010 - September 2012
Morgan Stanley September 2009 - March 2010
Deloitte & Tocuche September 2004 - September 2009
Skills
GAAP, Auditing, Financial Reporting, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Internal Controls, Risk Assessment, External Audit, Big 4, SEC Financial Reporting, Fair Value, Derivatives
Education
Lehigh University 2002 — 2004
master, Accounting
Yubin Fang, CPA's Morgan Stanley Experience July 2012 - May 2013
Job Assistant Controller at Ramius Alternative Solutions
Industry Financial Services
Experience
Ramius LLC July 2014 - Present
J.P. Morgan May 2013 - July 2014
Morgan Stanley July 2012 - May 2013
Rothstein Kass October 2007 - July 2012
Skills
Hedge Funds, Private Equity, Fund Of Funds, Financial Reporting, Partnership Taxation, K-1, Accounting, Finance, Auditing, Alternative Investments, Financial Analysis, Tax, US GAAP, Mutual Funds, Valuation, SEC filings, Financial Modeling, GAAP, Financial Statements, CPA
Education
Lehigh University 2006 — 2007
Master of Science (MS), Accounting
Lehigh University 2004 — 2006
Bachelor of Science (BS), Finance
The University of Connecticut 2002 — 2004
Ramius LLC July 2014 - Present
J.P. Morgan May 2013 - July 2014
Morgan Stanley July 2012 - May 2013
Rothstein Kass October 2007 - July 2012
Skills
Hedge Funds, Private Equity, Fund Of Funds, Financial Reporting, Partnership Taxation, K-1, Accounting, Finance, Auditing, Alternative Investments, Financial Analysis, Tax, US GAAP, Mutual Funds, Valuation, SEC filings, Financial Modeling, GAAP, Financial Statements, CPA
Education
Lehigh University 2006 — 2007
Master of Science (MS), Accounting
Lehigh University 2004 — 2006
Bachelor of Science (BS), Finance
The University of Connecticut 2002 — 2004
Jim Mahon's Morgan Stanley Experience April 1988 - Present
Job Managing Director at Morgan Stanley Retired
Industry Financial Services
Experience
Morgan Stanley April 1988 - Present
Skills
FINRA, Valuation, Investment Management, Investment Advisory, Corporate Finance, Wealth Management..., Series 65, Risk Management, Mutual Funds, Due Diligence, Mergers, ETFs, Trading, Equity Derivatives, Financial Markets, Fund Of Funds, Emerging Markets, Retirement Planning, Financial Analysis, Equity Research
Education
Lehigh University 1970 — 1974
Economics
Morgan Stanley April 1988 - Present
Skills
FINRA, Valuation, Investment Management, Investment Advisory, Corporate Finance, Wealth Management..., Series 65, Risk Management, Mutual Funds, Due Diligence, Mergers, ETFs, Trading, Equity Derivatives, Financial Markets, Fund Of Funds, Emerging Markets, Retirement Planning, Financial Analysis, Equity Research
Education
Lehigh University 1970 — 1974
Economics
Jeff Kleeblatt's Morgan Stanley Experience June 2011 - Present
Job Project Manager \ Data Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Merrill Lynch July 2008 - June 2010
Education
Lehigh University
B.S, Computer Science
Morgan Stanley June 2011 - Present
Merrill Lynch July 2008 - June 2010
Education
Lehigh University
B.S, Computer Science
David Primak's Morgan Stanley Experience May 2008 - July 2008
Job Legal and Business Development
Industry Legal Services
Experience
LegalArt January 2013 - April 2013
Scott Zucker Attorney at Law January 2013 - April 2013
Ivanhoe Pictures May 2012 - July 2012
Law Office of Marc Kesten May 2011 - July 2011
Morgan Stanley May 2008 - July 2008
Education
University of Miami School of Law 2010 — 2013
Doctor of Law (JD)
Lehigh University 2006 — 2010
BS, Economics, English
LegalArt January 2013 - April 2013
Scott Zucker Attorney at Law January 2013 - April 2013
Ivanhoe Pictures May 2012 - July 2012
Law Office of Marc Kesten May 2011 - July 2011
Morgan Stanley May 2008 - July 2008
Education
University of Miami School of Law 2010 — 2013
Doctor of Law (JD)
Lehigh University 2006 — 2010
BS, Economics, English
Colin Vorhies's Morgan Stanley Experience January 2012 - August 2013
Job Associate at Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group August 2013 - Present
Morgan Stanley January 2012 - August 2013
Morgan Stanley June 2009 - December 2011
Kabrik Trading June 2008 - August 2008
Merrill Lynch / Wilshire Credit Corporation June 2007 - August 2007
Skills
Valuation, Credit Risk, Series 7, Financial Analysis, Corporate Finance, Due Diligence, LBO, Financial Modeling, Bloomberg, Capital Markets, Financial Markets, Portfolio Management, Leveraged Finance, Mergers, Credit Analysis, Risk Management, Credit, Capital IQ, Financial Statement..., Hedge Funds, Equities
Education
Lehigh University 2005 — 2009
B.S. IBE, Integrated Business and Engineering- Financial Mathematics
Garrison Investment Group August 2013 - Present
Morgan Stanley January 2012 - August 2013
Morgan Stanley June 2009 - December 2011
Kabrik Trading June 2008 - August 2008
Merrill Lynch / Wilshire Credit Corporation June 2007 - August 2007
Skills
Valuation, Credit Risk, Series 7, Financial Analysis, Corporate Finance, Due Diligence, LBO, Financial Modeling, Bloomberg, Capital Markets, Financial Markets, Portfolio Management, Leveraged Finance, Mergers, Credit Analysis, Risk Management, Credit, Capital IQ, Financial Statement..., Hedge Funds, Equities
Education
Lehigh University 2005 — 2009
B.S. IBE, Integrated Business and Engineering- Financial Mathematics
Maxwell Murray Van de Velde's Morgan Stanley Experience November 2010 - Present
Job Vice President, Financial Adivsor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2010 - Present
Skills
Wealth, Trading, Financial Analysis, Portfolio Management, Banking, Financial Services, Equities
Education
Lehigh University 1961 — 1965
Bachelor's degree, Industrial Engineer
Morgan Stanley November 2010 - Present
Skills
Wealth, Trading, Financial Analysis, Portfolio Management, Banking, Financial Services, Equities
Education
Lehigh University 1961 — 1965
Bachelor's degree, Industrial Engineer
Marcus Risland's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Corpia AB October 2012 - June 2014
Morgan Stanley June 2013 - August 2013
Dreyfus January 2011 - January 2013
Morgan Stanley June 2012 - August 2012
Northland Resources July 2011 - October 2011
Scanoil Int. Limited June 2011 - August 2011
Cerberus AB March 2010 - August 2010
Cerberus AB October 2009 - March 2010
Skandiabanken August 2009 - October 2009
Skills
Investment Banking, Financial Markets, Investments, Equities, Trading, Capital Markets, Business Strategy, Financial Modeling, Valuation, Financial Analysis, Equity Research, Economics, Sales, Equity Valuation, Corporate Finance, Bloomberg, Mutual Funds
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science, Major in Finance; Minor in Russian
Enskilda Gymnasiet 2001 — 2009
Natural Science Program
Wyoming Seminary 2007 — 2008
Mathematics, History, English, Russian, Environmental Science
Morgan Stanley June 2014 - Present
Corpia AB October 2012 - June 2014
Morgan Stanley June 2013 - August 2013
Dreyfus January 2011 - January 2013
Morgan Stanley June 2012 - August 2012
Northland Resources July 2011 - October 2011
Scanoil Int. Limited June 2011 - August 2011
Cerberus AB March 2010 - August 2010
Cerberus AB October 2009 - March 2010
Skandiabanken August 2009 - October 2009
Skills
Investment Banking, Financial Markets, Investments, Equities, Trading, Capital Markets, Business Strategy, Financial Modeling, Valuation, Financial Analysis, Equity Research, Economics, Sales, Equity Valuation, Corporate Finance, Bloomberg, Mutual Funds
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science, Major in Finance; Minor in Russian
Enskilda Gymnasiet 2001 — 2009
Natural Science Program
Wyoming Seminary 2007 — 2008
Mathematics, History, English, Russian, Environmental Science
Patrick McDonough's Morgan Stanley Experience February 2000 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2000 - Present
Paine Webber January 1995 - January 2000
Kidder Peabody August 1991 - December 1994
United Parcel Service September 1990 - August 1991
Skills
Investment Banking, Strategy, Mergers & Acquisitions
Education
New York University, Stern School of Business 1994 — 1998
MBA, Finance
Lehigh University 1986 — 1990
BA, Economics
Summit High School
Morgan Stanley February 2000 - Present
Paine Webber January 1995 - January 2000
Kidder Peabody August 1991 - December 1994
United Parcel Service September 1990 - August 1991
Skills
Investment Banking, Strategy, Mergers & Acquisitions
Education
New York University, Stern School of Business 1994 — 1998
MBA, Finance
Lehigh University 1986 — 1990
BA, Economics
Summit High School
Greg Prybylski's Morgan Stanley Experience 1995 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
TmesTwo LLC dba FastFrame October 2002 - April 2010
Morgan Stanley 1995 - 2002
Education
Lehigh University 1984 — 1988
Bachelor of Science, Finance
TmesTwo LLC dba FastFrame October 2002 - April 2010
Morgan Stanley 1995 - 2002
Education
Lehigh University 1984 — 1988
Bachelor of Science, Finance
Jeff Strouse's Morgan Stanley Experience 2008 - 2010
Job VP and Associate General Counsel at Goldman, Sachs & Co.
Industry Capital Markets
Experience
Goldman Sachs October 2010 - Present
Morgan Stanley 2008 - 2010
Bear Stearns 2007 - 2008
Morgan Stanley 2004 - 2007
Sidley Austin LLP 2000 - 2004
Education
Vanderbilt University Law School 1997 — 2000
Doctor of Law (JD), Law
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Government
Goldman Sachs October 2010 - Present
Morgan Stanley 2008 - 2010
Bear Stearns 2007 - 2008
Morgan Stanley 2004 - 2007
Sidley Austin LLP 2000 - 2004
Education
Vanderbilt University Law School 1997 — 2000
Doctor of Law (JD), Law
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Government
Brad Stafford's Morgan Stanley Experience August 1997 - September 2001
Job Senior Investment Officer at First Tennessee Bank
Industry Financial Services
Experience
First Tennessee Bank September 2001 - Present
Morgan Stanley August 1997 - September 2001
Skills
Portfolio Management, Wealth Management, Series 7, Investments, Investment Strategies, Banking, Asset Allocation, Retirement Planning, Qualified Retirement..., 401k Rollovers
Education
Lee University 1993 — 1995
Bachelor of Science (BS), Business Administration and Management, General
San Jacinto College 1991 — 1993
First Tennessee Bank September 2001 - Present
Morgan Stanley August 1997 - September 2001
Skills
Portfolio Management, Wealth Management, Series 7, Investments, Investment Strategies, Banking, Asset Allocation, Retirement Planning, Qualified Retirement..., 401k Rollovers
Education
Lee University 1993 — 1995
Bachelor of Science (BS), Business Administration and Management, General
San Jacinto College 1991 — 1993
Rod Aronson's Morgan Stanley Experience October 2005 - Present
Job
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
Merrill Lynch September 2003 - August 2005
J.P. Morgan March 1999 - June 2003
Skills
PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 1985 — 1989
Finance and Economics
Morgan Stanley October 2005 - Present
Merrill Lynch September 2003 - August 2005
J.P. Morgan March 1999 - June 2003
Skills
PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 1985 — 1989
Finance and Economics
Leah Ploussiou Chatzigiannis's Morgan Stanley Experience September 1996 - August 2001
Job Credit/Underwriting Specialist
Industry Education Management
Experience
Peapack-Gladstone Bank February 2015 - Present
Peddie School September 2013 - August 2014
The College of New Jersey November 2011 - August 2013
Moody's Investors Service June 2006 - October 2011
Morgan Stanley September 1996 - August 2001
Skills
Financial Analysis, Project Management, Customer Service, Public Speaking, Budgets, Strategic Financial..., Credit Analysis, Finance, Analysis, Strategy, Microsoft Excel, Leadership, Risk Management, Financial Modeling, Data Analysis, PowerPoint, Financial Planning, Nonprofits, Research, Microsoft Office, Higher Education, Portfolio Management
Education
University of Pennsylvania 2002 — 2005
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
University of Pennsylvania 2001 — 2002
Master of Science (M.S.), Higher Education/Higher Education Administration
Lehigh University 1991 — 1995
Bachelor of Science (B.S.), Finance
Peapack-Gladstone Bank February 2015 - Present
Peddie School September 2013 - August 2014
The College of New Jersey November 2011 - August 2013
Moody's Investors Service June 2006 - October 2011
Morgan Stanley September 1996 - August 2001
Skills
Financial Analysis, Project Management, Customer Service, Public Speaking, Budgets, Strategic Financial..., Credit Analysis, Finance, Analysis, Strategy, Microsoft Excel, Leadership, Risk Management, Financial Modeling, Data Analysis, PowerPoint, Financial Planning, Nonprofits, Research, Microsoft Office, Higher Education, Portfolio Management
Education
University of Pennsylvania 2002 — 2005
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
University of Pennsylvania 2001 — 2002
Master of Science (M.S.), Higher Education/Higher Education Administration
Lehigh University 1991 — 1995
Bachelor of Science (B.S.), Finance
Brad Stafford's Morgan Stanley Experience August 1997 - September 2001
Job Vice President, Senior Financial Advisor at FTB Advisors, Inc.
Industry Investment Management
Experience
FTB Advisors, Inc. September 2001 - Present
Morgan Stanley August 1997 - September 2001
Clayton Homes May 1996 - August 1997
Education
Lee University 1993 — 1995
Bachelor of Applied Science (BASc), Business Administration and Management, General
San Jacinto College 1991 — 1993
FTB Advisors, Inc. September 2001 - Present
Morgan Stanley August 1997 - September 2001
Clayton Homes May 1996 - August 1997
Education
Lee University 1993 — 1995
Bachelor of Applied Science (BASc), Business Administration and Management, General
San Jacinto College 1991 — 1993
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS