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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Morgan Stanley Employees
Employee
Years
Job
Industry
Matthew Mackay, CFA Matthew Mackay, CFA's Morgan Stanley Experience June 2005 - March 2007
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan May 2014 - Present
J.P. Morgan August 2012 - April 2014
J.P. Morgan January 2009 - August 2012
J.P. Morgan March 2007 - January 2009
Morgan Stanley June 2005 - March 2007
Deloitte September 2003 - June 2005
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate, Mezzanine, Financial Statement..., Performance Measurement
Education
Lehigh University - College of Business and Economics
BS, Economics
J.P. Morgan May 2015 - Present
J.P. Morgan May 2014 - Present
J.P. Morgan August 2012 - April 2014
J.P. Morgan January 2009 - August 2012
J.P. Morgan March 2007 - January 2009
Morgan Stanley June 2005 - March 2007
Deloitte September 2003 - June 2005
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate, Mezzanine, Financial Statement..., Performance Measurement
Education
Lehigh University - College of Business and Economics
BS, Economics
David Frisch's Morgan Stanley Experience May 2007 - September 2009
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2009 - Present
Morgan Stanley May 2007 - September 2009
Bloomberg LP September 2006 - May 2007
Education
Lehigh University - College of Business and Economics 2002 — 2006
BlackRock October 2009 - Present
Morgan Stanley May 2007 - September 2009
Bloomberg LP September 2006 - May 2007
Education
Lehigh University - College of Business and Economics 2002 — 2006
Pam Romero Pam Romero's Morgan Stanley Experience September 2000 - September 2005
Job International Flavors and Fragrances
Industry Chemicals
Experience
International Flavors and Fragrances June 2013 - Present
Barnes & Noble September 2012 - June 2013
BlackRock 2007 - September 2012
Citi July 2006 - September 2007
BlackRock September 2005 - July 2006
Morgan Stanley September 2000 - September 2005
Skills
Executive Pay, Employee Benefits, Deferred Compensation, Talent Management, Human Resources, PeopleSoft, HRIS, HR Policies, Talent Acquisition, Workforce Planning
Education
LIU Brooklyn 2003 — 2004
MS, Human Resources
LIU Brooklyn 1998 — 1999
MBA, Management
International Flavors and Fragrances June 2013 - Present
Barnes & Noble September 2012 - June 2013
BlackRock 2007 - September 2012
Citi July 2006 - September 2007
BlackRock September 2005 - July 2006
Morgan Stanley September 2000 - September 2005
Skills
Executive Pay, Employee Benefits, Deferred Compensation, Talent Management, Human Resources, PeopleSoft, HRIS, HR Policies, Talent Acquisition, Workforce Planning
Education
LIU Brooklyn 2003 — 2004
MS, Human Resources
LIU Brooklyn 1998 — 1999
MBA, Management
Paul Durso CEP® CWS® Paul Durso CEP® CWS®'s Morgan Stanley Experience June 2001 - November 2003
Job Wealth Management Consultant
Industry Financial Services
Experience
Durso Capital Management November 2003 - Present
Morgan Stanley June 2001 - November 2003
Nortel Networks August 2000 - May 2001
Skills
Strategic Financial..., Retirement Planning, IRAs, Financial Planners, Estate Planning, Retirement, Investments, Wealth Accumulation, Risk Management, Wealth, Public Speaking, Fixed Annuities, Financial Advisory, Series 7, Investment Advisory, Wealth Management, Disability Insurance, Mutual Funds, Portfolio Management, Financial Services, Life Insurance, Insurance, Employee Benefits, Finance, Asset Allocation, 401k, Term Life Insurance, Securities, Long Term Care Insurance, Financial Planning
Education
Liberty University 1997 — 2001
Psychology & Biblical Studies
Arlington Baptist High School 1992 — 1996
Durso Capital Management November 2003 - Present
Morgan Stanley June 2001 - November 2003
Nortel Networks August 2000 - May 2001
Skills
Strategic Financial..., Retirement Planning, IRAs, Financial Planners, Estate Planning, Retirement, Investments, Wealth Accumulation, Risk Management, Wealth, Public Speaking, Fixed Annuities, Financial Advisory, Series 7, Investment Advisory, Wealth Management, Disability Insurance, Mutual Funds, Portfolio Management, Financial Services, Life Insurance, Insurance, Employee Benefits, Finance, Asset Allocation, 401k, Term Life Insurance, Securities, Long Term Care Insurance, Financial Planning
Education
Liberty University 1997 — 2001
Psychology & Biblical Studies
Arlington Baptist High School 1992 — 1996
Terry James, SRS Terry James, SRS's Morgan Stanley Experience May 1999 - September 2001
Job President & Realtor at James Real Estate Group
Industry Real Estate
Experience
James Real Estate Group August 2008 - Present
TEC August 2008 - December 2011
Axia Financial 2000 - December 2010
Axia Financial LLC December 2008 - July 2009
CARE Real Estate Advisors - Axia Financial January 2008 - December 2008
CARE Lending LLC August 2003 - December 2007
UBS Financial Services September 2001 - August 2003
Morgan Stanley May 1999 - September 2001
Skills
Real Estate, Real Estate Investment, Real Estate Development, Foreclosures, Residential, Investment Properties, REO, Distressed Property, Loans, First Time Home Buyers, Sellers, Investors, Real Estate Transactions, Short Sales, Investments, Mortgage Lending, Residential Homes, Leases, Finance, Property, Single Family Homes
Education
Lewis and Clark College
Political Science
Pacific University
Political Science
James Real Estate Group August 2008 - Present
TEC August 2008 - December 2011
Axia Financial 2000 - December 2010
Axia Financial LLC December 2008 - July 2009
CARE Real Estate Advisors - Axia Financial January 2008 - December 2008
CARE Lending LLC August 2003 - December 2007
UBS Financial Services September 2001 - August 2003
Morgan Stanley May 1999 - September 2001
Skills
Real Estate, Real Estate Investment, Real Estate Development, Foreclosures, Residential, Investment Properties, REO, Distressed Property, Loans, First Time Home Buyers, Sellers, Investors, Real Estate Transactions, Short Sales, Investments, Mortgage Lending, Residential Homes, Leases, Finance, Property, Single Family Homes
Education
Lewis and Clark College
Political Science
Pacific University
Political Science
Shana Rost Shana Rost's Morgan Stanley Experience October 2006 - March 2010
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors March 2014 - February 2015
Wells Fargo Advisors March 2010 - March 2014
Morgan Stanley October 2006 - March 2010
Bank of America April 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Property & Casualty...
Education
Lindenwood University 2003 — 2005
Master of Business Administration (MBA), Human Resources, 4.0
Southern Illinois University, Carbondale 1996 — 2000
Bachelor of Science (BS), Business Management
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors March 2014 - February 2015
Wells Fargo Advisors March 2010 - March 2014
Morgan Stanley October 2006 - March 2010
Bank of America April 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Property & Casualty...
Education
Lindenwood University 2003 — 2005
Master of Business Administration (MBA), Human Resources, 4.0
Southern Illinois University, Carbondale 1996 — 2000
Bachelor of Science (BS), Business Management
Josh Hammer Josh Hammer's Morgan Stanley Experience September 2006 - September 2010
Job Principal Sales Consultant at Oracle
Industry Financial Services
Experience
Oracle October 2012 - Present
Mycroft Inc. April 2011 - December 2012
Ally Financial Inc. September 2010 - July 2011
Mycroft September 2010 - April 2011
Morgan Stanley September 2006 - September 2010
Skills
Business Analysis, Software Project..., Access Management, Identity Management, Entitlements, Information Security..., Information Security..., Client Relationship..., Management Consulting, Security, Risk Management, Information Security, IT Strategy, Solution Architecture, CRM, Siteminder, Enterprise Architecture, Cloud Computing, Governance, Integration
Education
Long Island University, C.W. Post Campus 2003 — 2006
MS, Managing Information Systems
Vassar College
BA, Computer Science
Oracle October 2012 - Present
Mycroft Inc. April 2011 - December 2012
Ally Financial Inc. September 2010 - July 2011
Mycroft September 2010 - April 2011
Morgan Stanley September 2006 - September 2010
Skills
Business Analysis, Software Project..., Access Management, Identity Management, Entitlements, Information Security..., Information Security..., Client Relationship..., Management Consulting, Security, Risk Management, Information Security, IT Strategy, Solution Architecture, CRM, Siteminder, Enterprise Architecture, Cloud Computing, Governance, Integration
Education
Long Island University, C.W. Post Campus 2003 — 2006
MS, Managing Information Systems
Vassar College
BA, Computer Science
John Hines John Hines's Morgan Stanley Experience April 1994 - 2002
Job Owner, Idol Sports & Entertainment, Inc
Industry Sports
Experience
Idol Sports & Entertainment, Inc. 1994 - Present
Morgan Stanley April 1994 - 2002
Skills
Sports Marketing, Event Management, Sports Management, Basketball, Social Media, Event Planning, Social Media Marketing, Sports, Sponsorship, Social Networking, Fitness, Public Relations, Customer Service, Ticket Sales, Contract Negotiation
Education
Lewis-Clark State College 1990 — 1992
Bachelor's degree, Business/History
Sheridan College 1986 — 1998
Business/Managerial Economics
Western High School 1983 — 1986
High School Diploma
Idol Sports & Entertainment, Inc. 1994 - Present
Morgan Stanley April 1994 - 2002
Skills
Sports Marketing, Event Management, Sports Management, Basketball, Social Media, Event Planning, Social Media Marketing, Sports, Sponsorship, Social Networking, Fitness, Public Relations, Customer Service, Ticket Sales, Contract Negotiation
Education
Lewis-Clark State College 1990 — 1992
Bachelor's degree, Business/History
Sheridan College 1986 — 1998
Business/Managerial Economics
Western High School 1983 — 1986
High School Diploma
Delon Bradley Delon Bradley's Morgan Stanley Experience April 1994 - March 2001
Job AIG General Agency, Regional Sales & Support
Industry Financial Services
Experience
AIG Advisors Group April 2014 - Present
Genworth Financial March 2007 - April 2014
Non-Profit October 2006 - April 2014
ArchOne Capital February 2004 - October 2006
Mergers and Acquistion Experience April 1994 - April 2006
Wells Fargo March 2001 - February 2003
Morgan Stanley April 1994 - March 2001
US Army October 1994 - October 1999
Skills
Mergers & Acquisitions, Entrepreneurship, Start-ups, Financial Modeling, GAAP, Income Statement, Balance Sheet, Cash Flow Forecasting, Securities, SEC filings, Financial Research, Due Diligence, Capital Markets, Venture Capital, Financial Analysis, Debt Restructuring, Marketing Strategy, Internal Controls, Microsoft Office, PowerPoint, Microsoft Excel, Java, Visual Basic, HTML, Website Development, Series 6, Estate Planning, CPA, Black Belt, Management, MBA, Sales Management, Financial Reporting, Budgets, Finance, Mutual Funds, Financial Planning, Insurance, Investments, Sales, Financial Services, P&L, Retirement Planning
Education
Liberty University
Master's degree
Liberty University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Liberty University
Bachelor's degree, Computer/Information Technology Administration and Management
AIG Advisors Group April 2014 - Present
Genworth Financial March 2007 - April 2014
Non-Profit October 2006 - April 2014
ArchOne Capital February 2004 - October 2006
Mergers and Acquistion Experience April 1994 - April 2006
Wells Fargo March 2001 - February 2003
Morgan Stanley April 1994 - March 2001
US Army October 1994 - October 1999
Skills
Mergers & Acquisitions, Entrepreneurship, Start-ups, Financial Modeling, GAAP, Income Statement, Balance Sheet, Cash Flow Forecasting, Securities, SEC filings, Financial Research, Due Diligence, Capital Markets, Venture Capital, Financial Analysis, Debt Restructuring, Marketing Strategy, Internal Controls, Microsoft Office, PowerPoint, Microsoft Excel, Java, Visual Basic, HTML, Website Development, Series 6, Estate Planning, CPA, Black Belt, Management, MBA, Sales Management, Financial Reporting, Budgets, Finance, Mutual Funds, Financial Planning, Insurance, Investments, Sales, Financial Services, P&L, Retirement Planning
Education
Liberty University
Master's degree
Liberty University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Liberty University
Bachelor's degree, Computer/Information Technology Administration and Management
David Van Horn David Van Horn's Morgan Stanley Experience October 2001 - August 2003
Job Financial Advisor at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Adriano Medina, CAMS Adriano Medina, CAMS's Morgan Stanley Experience June 2012 - August 2014
Job AntiMoney Laundering: Enhanced Due Diligence Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Beau Lawrence Beau Lawrence's Morgan Stanley Experience March 2014 - Present
Job Director, Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
United States Marine Corps May 2012 - June 2013
United States Marine Corps 1988 - 2013
United States Marine Corps August 2011 - March 2012
United States Marine Corps January 2011 - August 2011
Deployment Processing Command February 2010 - December 2010
United States Marine Corps October 2006 - November 2009
Sandhills Sports Center February 2005 - October 2006
Alion Science Corporation August 2001 - August 2004
United States Marine Corps August 1996 - February 2001
Skills
DoD, Military Operations, Special Operations, Force Protection, Military, Operational Planning, Security Clearance, Intelligence Analysis, National Security, Weapons, Command, Military Experience, Counterinsurgency, Top Secret, Military Training
Education
Liberty University 2009 — 2013
Masters of Divinity, Chaplaincy
TBS 1991 — 1992
University of Maryland Baltimore County 1987 — 1991
Bachelor of Arts (BA), History
Morgan Stanley March 2014 - Present
United States Marine Corps May 2012 - June 2013
United States Marine Corps 1988 - 2013
United States Marine Corps August 2011 - March 2012
United States Marine Corps January 2011 - August 2011
Deployment Processing Command February 2010 - December 2010
United States Marine Corps October 2006 - November 2009
Sandhills Sports Center February 2005 - October 2006
Alion Science Corporation August 2001 - August 2004
United States Marine Corps August 1996 - February 2001
Skills
DoD, Military Operations, Special Operations, Force Protection, Military, Operational Planning, Security Clearance, Intelligence Analysis, National Security, Weapons, Command, Military Experience, Counterinsurgency, Top Secret, Military Training
Education
Liberty University 2009 — 2013
Masters of Divinity, Chaplaincy
TBS 1991 — 1992
University of Maryland Baltimore County 1987 — 1991
Bachelor of Arts (BA), History
Richard Ramos, CMFC Vice President - Investments Richard Ramos, CMFC Vice President - Investments's Morgan Stanley Experience March 2012 - January 2013
Job Financial Solution Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge October 2014 - Present
The Mutual Fund Store February 2013 - October 2014
Morgan Stanley March 2012 - January 2013
New York Life Insurance Company October 2008 - December 2011
Independant Life Broker January 2006 - April 2008
Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance
Education
Liberty University 2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management
College for Financial Planning 2013 — 2013
CMFC Designation
Merrill Edge October 2014 - Present
The Mutual Fund Store February 2013 - October 2014
Morgan Stanley March 2012 - January 2013
New York Life Insurance Company October 2008 - December 2011
Independant Life Broker January 2006 - April 2008
Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance
Education
Liberty University 2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management
College for Financial Planning 2013 — 2013
CMFC Designation
Derrick Clouser Derrick Clouser's Morgan Stanley Experience June 2008 - July 2014
Job Principal at Encompass Wealth Advisors
Industry Financial Services
Experience
Encompass Wealth Advisors July 2014 - Present
Morgan Stanley June 2008 - July 2014
UBS 2001 - 2008
Merrill Lynch 1996 - 2001
U.S. Bank 1991 - 1996
Education
Linfield College
Encompass Wealth Advisors July 2014 - Present
Morgan Stanley June 2008 - July 2014
UBS 2001 - 2008
Merrill Lynch 1996 - 2001
U.S. Bank 1991 - 1996
Education
Linfield College
Stephen Labate Stephen Labate's Morgan Stanley Experience December 2001 - December 2005
Job Lieutenant Colonel/ Director Yellow Ribbon Program at United States Army
Industry Investment Management
Experience
United States Army February 2015 - Present
United States Army Reserve May 2011 - January 2015
E*TRADE Financial Corporation April 2013 - April 2014
Prudential Financial August 2008 - August 2012
US Army May 2007 - June 2008
JPMorgan Chase & Co. December 2006 - June 2008
Morgan Stanley December 2001 - December 2005
US Army September 2004 - September 2005
US Army October 2002 - September 2003
Skills
Series 7, Public Speaking, Series 63, Series 65, Asset Allocation, Leadership, Training, Investment Sales, Management, Army, Finance, Continuity of Operations, Force Protection, Weapons, Crisis Management, Financial Services, Security, DoD Top Secret Clearance, Microsoft Office, Government
Education
LIU Post
Master of Arts (M.A.), Political Science and Government
St. John's University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
United States Army February 2015 - Present
United States Army Reserve May 2011 - January 2015
E*TRADE Financial Corporation April 2013 - April 2014
Prudential Financial August 2008 - August 2012
US Army May 2007 - June 2008
JPMorgan Chase & Co. December 2006 - June 2008
Morgan Stanley December 2001 - December 2005
US Army September 2004 - September 2005
US Army October 2002 - September 2003
Skills
Series 7, Public Speaking, Series 63, Series 65, Asset Allocation, Leadership, Training, Investment Sales, Management, Army, Finance, Continuity of Operations, Force Protection, Weapons, Crisis Management, Financial Services, Security, DoD Top Secret Clearance, Microsoft Office, Government
Education
LIU Post
Master of Arts (M.A.), Political Science and Government
St. John's University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
ramya ramesh's Morgan Stanley Experience March 2014 - Present
Job Reconciliation Associate at Morgan Stanley
Industry Research
Experience
Morgan Stanley March 2014 - Present
Fisher Investments January 2012 - February 2013
Fisher Investments August 2010 - December 2011
Student Academic Affairs Board August 2008 - May 2010
Skills
Public Speaking, Editing, Research, French, Management, Leadership, Data Analysis
Education
Georgetown University 2014 — 2016
Master's Degree, Security Policy Studies
University of St. Andrews 2015 — 2015
Study Abroad, Security Policy Studies
Lewis and Clark College 2006 — 2010
Bachelor's Degree, History
Morgan Stanley March 2014 - Present
Fisher Investments January 2012 - February 2013
Fisher Investments August 2010 - December 2011
Student Academic Affairs Board August 2008 - May 2010
Skills
Public Speaking, Editing, Research, French, Management, Leadership, Data Analysis
Education
Georgetown University 2014 — 2016
Master's Degree, Security Policy Studies
University of St. Andrews 2015 — 2015
Study Abroad, Security Policy Studies
Lewis and Clark College 2006 — 2010
Bachelor's Degree, History
Caitlin Schumann Caitlin Schumann's Morgan Stanley Experience May 2013 - January 2015
Job HRBP Barclays
Industry Human Resources
Experience
Barclays January 2015 - Present
Morgan Stanley May 2013 - January 2015
Jefferies & Company June 2012 - May 2013
Morgan Stanley June 2010 - June 2012
Skills
Policy, Recruiting, Training, Interviews, Employee Relations, Human Resources, Personnel Management, Marketing, Onboarding, PeopleSoft, Employee Benefits, Management, College Recruiting, Applicant Tracking..., Temporary Placement, HRIS, Resume Writing, Organizational..., SDLC, Microsoft Office, Process Improvement, Employee Engagement, Fundraising, Sourcing, Deferred Compensation, Coordination, Performance Management, Talent Acquisition, Vendor Management, Technical Recruiting, Talent Management, Access, Executive Search, Lotus Notes, Leadership, Internet Recruiting, New Hire Orientations, Succession Planning, Screening Resumes
Education
LIU Post
Bachelor of Science, Education
St. Mary's High School
Barclays January 2015 - Present
Morgan Stanley May 2013 - January 2015
Jefferies & Company June 2012 - May 2013
Morgan Stanley June 2010 - June 2012
Skills
Policy, Recruiting, Training, Interviews, Employee Relations, Human Resources, Personnel Management, Marketing, Onboarding, PeopleSoft, Employee Benefits, Management, College Recruiting, Applicant Tracking..., Temporary Placement, HRIS, Resume Writing, Organizational..., SDLC, Microsoft Office, Process Improvement, Employee Engagement, Fundraising, Sourcing, Deferred Compensation, Coordination, Performance Management, Talent Acquisition, Vendor Management, Technical Recruiting, Talent Management, Access, Executive Search, Lotus Notes, Leadership, Internet Recruiting, New Hire Orientations, Succession Planning, Screening Resumes
Education
LIU Post
Bachelor of Science, Education
St. Mary's High School
Kenneth Popeleski Kenneth Popeleski's Morgan Stanley Experience January 2001 - June 2002
Job Divisional Financial Officer at AIX/Hanover Insurance Company
Industry Insurance
Experience
AIX/Hanover Insurance Company April 2009 - Present
The Hanover Insurance Group January 2007 - March 2009
The Hanover Insurance Group January 2006 - December 2006
KBW January 2004 - December 2005
Morgan Stanley January 2001 - June 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Economics, Investments, Insurance, Due Diligence, Financial Planning, Private Equity, Mergers, Business Strategy, Strategic Financial..., Finance, Corporate Development, Equity Research, Investment Banking, Financial Services, Underwriting, Equity Valuation, Equities
Education
The University of Connecticut School of Business 2002 — 2003
MBA, Finance
Lehigh University - College of Business and Economics 1996 — 2000
BS, Economics
AIX/Hanover Insurance Company April 2009 - Present
The Hanover Insurance Group January 2007 - March 2009
The Hanover Insurance Group January 2006 - December 2006
KBW January 2004 - December 2005
Morgan Stanley January 2001 - June 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Economics, Investments, Insurance, Due Diligence, Financial Planning, Private Equity, Mergers, Business Strategy, Strategic Financial..., Finance, Corporate Development, Equity Research, Investment Banking, Financial Services, Underwriting, Equity Valuation, Equities
Education
The University of Connecticut School of Business 2002 — 2003
MBA, Finance
Lehigh University - College of Business and Economics 1996 — 2000
BS, Economics
David Lehman David Lehman's Morgan Stanley Experience December 2003 - February 2005
Job Residential Whole Loan Trader at Candlewood Investment Group
Industry Capital Markets
Experience
Candlewood Investment Group, LP March 2015 - Present
Hudson Advisors, LLC December 2012 - March 2015
Mortgage Valuation Consulting February 2011 - September 2012
Navigant Consulting November 2008 - February 2011
Wamu Capital Corp February 2005 - 2008
Morgan Stanley December 2003 - February 2005
Credit Suisse First Boston July 2002 - May 2003
Deloitte & Touche July 2001 - June 2002
Skills
Structuring, Litigation Consulting, Residential Mortgages, Loans, MBS, Mortgage, Structured Finance, CDO, Valuation, ABS, Securities, Securitization, Bloomberg, Capital Markets, Trading, Mortgage Lending, Financial Structuring, Structured Products, Financial Services, Financial Modeling, Derivatives, Fixed Income, Loan Servicing, Credit, Bonds, Loan Origination, Investments, Funding, Investment Banking
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance/Marketing Dual Major
Greens Farms Academy 1993 — 1997
Candlewood Investment Group, LP March 2015 - Present
Hudson Advisors, LLC December 2012 - March 2015
Mortgage Valuation Consulting February 2011 - September 2012
Navigant Consulting November 2008 - February 2011
Wamu Capital Corp February 2005 - 2008
Morgan Stanley December 2003 - February 2005
Credit Suisse First Boston July 2002 - May 2003
Deloitte & Touche July 2001 - June 2002
Skills
Structuring, Litigation Consulting, Residential Mortgages, Loans, MBS, Mortgage, Structured Finance, CDO, Valuation, ABS, Securities, Securitization, Bloomberg, Capital Markets, Trading, Mortgage Lending, Financial Structuring, Structured Products, Financial Services, Financial Modeling, Derivatives, Fixed Income, Loan Servicing, Credit, Bonds, Loan Origination, Investments, Funding, Investment Banking
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance/Marketing Dual Major
Greens Farms Academy 1993 — 1997
Tony Marciano Tony Marciano's Morgan Stanley Experience October 2013 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Brown Brothers Harriman July 2000 - August 2012
JPMorgan Chase October 1985 - July 2000
Skills
Fixed Income, Investment Management, Institutional..., Investment Performance, GIPS Compliance, Alternative Investments, Client Service Oriented, Equities, Client Reporting, Mutual Funds, Asset Managment, Securities, Financial Services, Financial Risk, Wealth Management, Client Services, Asset Allocation, Reports, Series 99, Performance Measurement, Asset Management, Financial Advisory, Investments, Portfolio Management, Hedge Funds
Education
LIU Post
Bachelor of Science, Business Administration
Morgan Stanley October 2013 - Present
Brown Brothers Harriman July 2000 - August 2012
JPMorgan Chase October 1985 - July 2000
Skills
Fixed Income, Investment Management, Institutional..., Investment Performance, GIPS Compliance, Alternative Investments, Client Service Oriented, Equities, Client Reporting, Mutual Funds, Asset Managment, Securities, Financial Services, Financial Risk, Wealth Management, Client Services, Asset Allocation, Reports, Series 99, Performance Measurement, Asset Management, Financial Advisory, Investments, Portfolio Management, Hedge Funds
Education
LIU Post
Bachelor of Science, Business Administration
Brian Solomons Brian Solomons's Morgan Stanley Experience April 1988 - January 2012
Job Operations Specialist
Industry Banking
Experience
Morgan Stanley April 1988 - January 2012
Bear Stearns 1986 - 1988
Skills
Information Systems..., Requirements Analysis, Customer Relations, Business Intelligence, ITIL, Visio, Equities, Fixed Income
Education
NYU 1994 — 1996
Certificate of Information Technologies
Long Island University, C.W. Post Campus 1983 — 1986
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 1988 - January 2012
Bear Stearns 1986 - 1988
Skills
Information Systems..., Requirements Analysis, Customer Relations, Business Intelligence, ITIL, Visio, Equities, Fixed Income
Education
NYU 1994 — 1996
Certificate of Information Technologies
Long Island University, C.W. Post Campus 1983 — 1986
Bachelor of Science (B.S.), Finance, General
Andrew DeSimone's Morgan Stanley Experience April 2013 - May 2014
Job Transfer Pricing Associate at McGladrey
Industry Financial Services
Experience
McGladrey May 2014 - February 2015
Morgan Stanley April 2013 - May 2014
Our Island Real Estate January 2013 - April 2013
Oppenheimer & Co. September 2010 - January 2013
Skills
Mutual Funds, Management, Marketing, Sales, Analysis
Education
Long Island University, C.W. Post Campus 2006 — 2011
BS/MBA, International Business
McGladrey May 2014 - February 2015
Morgan Stanley April 2013 - May 2014
Our Island Real Estate January 2013 - April 2013
Oppenheimer & Co. September 2010 - January 2013
Skills
Mutual Funds, Management, Marketing, Sales, Analysis
Education
Long Island University, C.W. Post Campus 2006 — 2011
BS/MBA, International Business
Christopher Ferrara Christopher Ferrara's Morgan Stanley Experience January 2014 - May 2015
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Gregory Brennan's Morgan Stanley Experience May 1994 - November 1997
Job President at Marina Realty Group
Industry Maritime
Experience
Marina Realty Group July 2006 - Present
Merrill Lynch November 1997 - August 2001
Morgan Stanley May 1994 - November 1997
Skills
Start-ups, Contract Negotiation, Business Planning, Real Estate, Entrepreneurship, New Business Development, Negotiation, Sales Management, Operations Management, Business Strategy, Marketing Strategy, Small Business, Mergers, Investments, Strategic Planning, Business Development, Selling, Budgets, Brokerage, Due Diligence
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA
Lesley University 1998 — 2000
BS, Management
Marina Realty Group July 2006 - Present
Merrill Lynch November 1997 - August 2001
Morgan Stanley May 1994 - November 1997
Skills
Start-ups, Contract Negotiation, Business Planning, Real Estate, Entrepreneurship, New Business Development, Negotiation, Sales Management, Operations Management, Business Strategy, Marketing Strategy, Small Business, Mergers, Investments, Strategic Planning, Business Development, Selling, Budgets, Brokerage, Due Diligence
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA
Lesley University 1998 — 2000
BS, Management
Latarsha Brazle, MBA Latarsha Brazle, MBA's Morgan Stanley Experience January 1998 - February 2004
Job Accounting & Internal Controls at Chevron
Industry Oil & Energy
Experience
Chevron May 2006 - Present
DHL December 2004 - May 2006
Morgan Stanley January 1998 - February 2004
Skills
Balance, Internal Controls, Sarbanes-Oxley Act, Investment Banking, Energy Industry, Business Process, Transportation, Finance, Risk Management, IFRS, Leadership, Auditing, Accruals, Process Improvement, Strategic Planning, Financial Analysis, US GAAP, GAAP, Internal Audit, Financial Statements, Fixed Assets, Software Documentation, Sarbanes-Oxley, Financial Reporting, Accounting, Variance Analysis, Analysis, Project Planning, Managerial Finance, Forecasting, Account Reconciliation, CPA, Management, SOX 404, Cost Accounting, Financial Audits, Financial Risk, General Ledger, Financial Accounting
Education
LeTourneau University 2001 — 2004
University of Houston-Downtown
MBA, Accounting & Finance
Chevron May 2006 - Present
DHL December 2004 - May 2006
Morgan Stanley January 1998 - February 2004
Skills
Balance, Internal Controls, Sarbanes-Oxley Act, Investment Banking, Energy Industry, Business Process, Transportation, Finance, Risk Management, IFRS, Leadership, Auditing, Accruals, Process Improvement, Strategic Planning, Financial Analysis, US GAAP, GAAP, Internal Audit, Financial Statements, Fixed Assets, Software Documentation, Sarbanes-Oxley, Financial Reporting, Accounting, Variance Analysis, Analysis, Project Planning, Managerial Finance, Forecasting, Account Reconciliation, CPA, Management, SOX 404, Cost Accounting, Financial Audits, Financial Risk, General Ledger, Financial Accounting
Education
LeTourneau University 2001 — 2004
University of Houston-Downtown
MBA, Accounting & Finance
Paul Wong's Morgan Stanley Experience April 2007 - December 2007
Job Experienced Real Estate Agent, EB5 Investment, CRE Funding
Industry Real Estate
Experience
Keller Williams NYC February 2011 - Present
LLAP Group December 2007 - Present
Prudential Douglas Elliman January 2010 - May 2010
Morgan Stanley April 2007 - December 2007
NY State Office of Temporary and Disability Assistance July 2006 - April 2007
Merrill Lynch July 2004 - February 2006
Morgan Stanley April 2003 - June 2004
Corporation Service Company August 2002 - April 2003
Surepay August 2001 - May 2002
New Era of Networks July 1999 - April 2001
Skills
Real Estate, Investment Properties, Short Sales, Commercial Real Estate, Sellers, Real Estate Transactions, Leasing, Brokerage, Selling, Real Estate Development, Residential Homes, Property Management, Rentals, Property, Private Investment, Mortgage Lending, Residential Mortgages, Quality Assurance, SDLC, Testing, Test Planning, User Acceptance Testing, Commercial Mortgages
Education
City College of CUNY 1993 — 1995
BS
University of Arkansas at Fayetteville
LeTourneau University
Keller Williams NYC February 2011 - Present
LLAP Group December 2007 - Present
Prudential Douglas Elliman January 2010 - May 2010
Morgan Stanley April 2007 - December 2007
NY State Office of Temporary and Disability Assistance July 2006 - April 2007
Merrill Lynch July 2004 - February 2006
Morgan Stanley April 2003 - June 2004
Corporation Service Company August 2002 - April 2003
Surepay August 2001 - May 2002
New Era of Networks July 1999 - April 2001
Skills
Real Estate, Investment Properties, Short Sales, Commercial Real Estate, Sellers, Real Estate Transactions, Leasing, Brokerage, Selling, Real Estate Development, Residential Homes, Property Management, Rentals, Property, Private Investment, Mortgage Lending, Residential Mortgages, Quality Assurance, SDLC, Testing, Test Planning, User Acceptance Testing, Commercial Mortgages
Education
City College of CUNY 1993 — 1995
BS
University of Arkansas at Fayetteville
LeTourneau University
Julie McBrien Julie McBrien's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Education
Lehigh University - College of Business and Economics 2009 — 2013
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Education
Lehigh University - College of Business and Economics 2009 — 2013
Hope Hampton's Morgan Stanley Experience December 2004 - June 2010
Job LPN at Epic Health Services, Inc.
Industry Hospital & Health Care
Experience
Epic Health Services, Inc. April 2013 - Present
Preferred Home Health Care & Nursing Services Inc. January 2013 - Present
Morgan Stanley December 2004 - June 2010
A.D.E.P.T. April 2002 - December 2004
Skills
Nursing, Medication..., Healthcare, Home Care, Wound Care, Inpatient, Cpr Certified, Vital Signs, EMR, Medical/Surgical, Pediatrics, ACLS, HIPAA, Medical Terminology, Patient Advocacy, Medical-Surgical
Education
Lincoln Technical Institute-Philadelphia 2011 — 2012
Diploma, LPN
Morgan State University
Morgan State University
Morgan State University
Epic Health Services, Inc. April 2013 - Present
Preferred Home Health Care & Nursing Services Inc. January 2013 - Present
Morgan Stanley December 2004 - June 2010
A.D.E.P.T. April 2002 - December 2004
Skills
Nursing, Medication..., Healthcare, Home Care, Wound Care, Inpatient, Cpr Certified, Vital Signs, EMR, Medical/Surgical, Pediatrics, ACLS, HIPAA, Medical Terminology, Patient Advocacy, Medical-Surgical
Education
Lincoln Technical Institute-Philadelphia 2011 — 2012
Diploma, LPN
Morgan State University
Morgan State University
Morgan State University
Andrey Matveev Andrey Matveev's Morgan Stanley Experience February 2007 - July 2008
Job MBA
Industry Investment Banking
Experience
Alcoa June 2014 - September 2014
Organic Corporation February 2013 - July 2013
Raiffeisen Investment March 2010 - January 2013
Raiffeisen Investment November 2008 - March 2010
Morgan Stanley February 2007 - July 2008
KPMG March 2006 - February 2007
Ernst & Young February 2005 - March 2006
Skills
M&A experience, Financial Modeling, Valuation, Investment Banking, Private Equity, Business Valuation, Investments, Corporate Finance, DCF, Equities, Due Diligence, Financial Analysis, Market Research, Mergers & Acquisitions, Business Planning, Strategic Consulting, Management Consulting, Joint Ventures, Hedge Funds, Economics, Portfolio Management, IFRS, Quantitative Analytics, Capital Markets, Restructuring, Project Finance, Strategy, Banking, Alternative Investments, Financial Markets, Fixed Income, Business Strategy, Equity Capital Markets, Finance, Structured Finance, Equity Research, Start-ups, Risk Management, Bloomberg, Financial Reporting, Corporate Development, Asset Management, Deal Execution, Corporate Governance, Derivatives, Equity Valuation, Credit Risk
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentrations in Strategic Management, Marketing Management, Accounting, Entrepreneurship
Lomonosov Moscow State University (MSU) 2000 — 2005
Bachelor of Science (B.S.), Computer Science and Mathematical Statistics
Alcoa June 2014 - September 2014
Organic Corporation February 2013 - July 2013
Raiffeisen Investment March 2010 - January 2013
Raiffeisen Investment November 2008 - March 2010
Morgan Stanley February 2007 - July 2008
KPMG March 2006 - February 2007
Ernst & Young February 2005 - March 2006
Skills
M&A experience, Financial Modeling, Valuation, Investment Banking, Private Equity, Business Valuation, Investments, Corporate Finance, DCF, Equities, Due Diligence, Financial Analysis, Market Research, Mergers & Acquisitions, Business Planning, Strategic Consulting, Management Consulting, Joint Ventures, Hedge Funds, Economics, Portfolio Management, IFRS, Quantitative Analytics, Capital Markets, Restructuring, Project Finance, Strategy, Banking, Alternative Investments, Financial Markets, Fixed Income, Business Strategy, Equity Capital Markets, Finance, Structured Finance, Equity Research, Start-ups, Risk Management, Bloomberg, Financial Reporting, Corporate Development, Asset Management, Deal Execution, Corporate Governance, Derivatives, Equity Valuation, Credit Risk
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentrations in Strategic Management, Marketing Management, Accounting, Entrepreneurship
Lomonosov Moscow State University (MSU) 2000 — 2005
Bachelor of Science (B.S.), Computer Science and Mathematical Statistics
Paul Rinaldi Paul Rinaldi's Morgan Stanley Experience September 1983 - January 2003
Job Private Investor
Industry Financial Services
Experience
Avanti Investments, LLC January 2009 - Present
Searle & Company August 2006 - December 2008
Wachovia Securities February 2003 - July 2006
Morgan Stanley September 1983 - January 2003
Skills
Private Equity, Equities, Alternative Investments, Hedge Funds, Bonds, Capital Markets, Equity Research, Series 7, Bloomberg, Derivatives, Fixed Income, Series 63, Securities, Options, Equity Derivatives
Education
Lehigh University-MBA 1982 — 1983
MBA, Finance
Lehigh University - College of Business and Economics 1979 — 1982
BS, Finance and Marketing
Avanti Investments, LLC January 2009 - Present
Searle & Company August 2006 - December 2008
Wachovia Securities February 2003 - July 2006
Morgan Stanley September 1983 - January 2003
Skills
Private Equity, Equities, Alternative Investments, Hedge Funds, Bonds, Capital Markets, Equity Research, Series 7, Bloomberg, Derivatives, Fixed Income, Series 63, Securities, Options, Equity Derivatives
Education
Lehigh University-MBA 1982 — 1983
MBA, Finance
Lehigh University - College of Business and Economics 1979 — 1982
BS, Finance and Marketing
Larysa Doudla Larysa Doudla's Morgan Stanley Experience June 2013 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Moody's August 2009 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Long Island University, Brooklyn Campus 2005 — 2009
BS, Finance & Management
Morgan Stanley June 2013 - Present
Moody's August 2009 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Long Island University, Brooklyn Campus 2005 — 2009
BS, Finance & Management
Bruce I Linker's Morgan Stanley Experience June 1986 - June 1996
Job Project Manager at American Express
Industry Financial Services
Experience
American Express August 2000 - Present
Arizona Diamondbacks 2001 - 2012
Morgan Stanley June 1986 - June 1996
Bank of New York Mellon April 1980 - June 1986
Verizon June 1972 - April 1980
Skills
Requirements Analysis, Budgeting, Vendor, Testing, Analysis, Risk, Customer Relations, Planning, Compliance, Business Analysis, Documentation, PMP, Cards, Cost, Program Management, Integration, Contract Negotiation, SDLC, Microsoft Office, Portfolio Management, Change, Executive Management, Change Management, Business Requirements, Project Plans, Quality Assurance, Problem Solving, Deliverables, Administration, Risk Management, Process Improvement, PMI, Certified Project..., Vendor Management, Project Portfolio..., Visio, MS Project, Clarity, Project Planning, Vendor Relations, IT Management, Mentoring, MS Office Suite, IT Governance, Disaster Recovery, Resource Management, Software Project..., Business Process..., Requirements Gathering, Project Delivery
Education
Long Island University, Brooklyn Campus 1980 — 1985
MBA, Managment, Marketing
Ohio University 1970 — 1972
BBA, Business
Nassau Community College 1968 — 1970
Science studies; Business Admin
American Express August 2000 - Present
Arizona Diamondbacks 2001 - 2012
Morgan Stanley June 1986 - June 1996
Bank of New York Mellon April 1980 - June 1986
Verizon June 1972 - April 1980
Skills
Requirements Analysis, Budgeting, Vendor, Testing, Analysis, Risk, Customer Relations, Planning, Compliance, Business Analysis, Documentation, PMP, Cards, Cost, Program Management, Integration, Contract Negotiation, SDLC, Microsoft Office, Portfolio Management, Change, Executive Management, Change Management, Business Requirements, Project Plans, Quality Assurance, Problem Solving, Deliverables, Administration, Risk Management, Process Improvement, PMI, Certified Project..., Vendor Management, Project Portfolio..., Visio, MS Project, Clarity, Project Planning, Vendor Relations, IT Management, Mentoring, MS Office Suite, IT Governance, Disaster Recovery, Resource Management, Software Project..., Business Process..., Requirements Gathering, Project Delivery
Education
Long Island University, Brooklyn Campus 1980 — 1985
MBA, Managment, Marketing
Ohio University 1970 — 1972
BBA, Business
Nassau Community College 1968 — 1970
Science studies; Business Admin
Da Wang, CPA Da Wang, CPA's Morgan Stanley Experience October 2013 - Present
Job Manager at Morgan Stanely
Industry Accounting
Experience
Morgan Stanley October 2013 - Present
The Siegfried Group January 2012 - October 2013
KPMG Audit 2008 - November 2011
KPMG 2008 - November 2011
Skills
SEC filings, US GAAP
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Accounting
Morgan Stanley October 2013 - Present
The Siegfried Group January 2012 - October 2013
KPMG Audit 2008 - November 2011
KPMG 2008 - November 2011
Skills
SEC filings, US GAAP
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Accounting
Eddie Hui's Morgan Stanley Experience 1980 - Present
Job Vice PresidentWealth Management
Industry Investment Banking
Experience
Morgan Stanley 1980 - Present
Edison Metro Music Group 2008 - Present
New Jersey Lions District 16D 2005 - 2006
Skills
Strategic Planning, Management, Public Speaking, Customer Service, Team Building, Program Management, Marketing, Budgets, Event Planning, Leadership Development
Education
Long Island University, Brooklyn Campus 1977 — 1979
MBA, Finance
Morgan Stanley 1980 - Present
Edison Metro Music Group 2008 - Present
New Jersey Lions District 16D 2005 - 2006
Skills
Strategic Planning, Management, Public Speaking, Customer Service, Team Building, Program Management, Marketing, Budgets, Event Planning, Leadership Development
Education
Long Island University, Brooklyn Campus 1977 — 1979
MBA, Finance
Robert Rossetti CFA Robert Rossetti CFA's Morgan Stanley Experience 1995 - 2008
Job Financial Representative at Bridgehampton National Bank
Industry Investment Management
Experience
Bridgehampton National Bank September 2014 - Present
New York Institute of Finance January 1993 - Present
Suffolk County National Bank August 2013 - August 2014
Harbor Financial Partners May 2012 - August 2013
MetLife December 2011 - May 2012
Altaira Wealth Management September 2009 - May 2011
Morgan Stanley Investment Management May 1995 - November 2008
Morgan Stanley 1995 - 2008
Prudential Securities 1988 - 1994
Skills
Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equity Research, Series 7, Mutual Funds, Valuation, Securities, Investment Strategies, Series 63, Derivatives, Trading, Alternative Investments, Options, Bloomberg, Equity Valuation, Investment Advisory, Investment Management, Wealth Management, ETFs, Investment Banking, Financial Markets
Education
LIU Post
MBA, Finance
Bridgehampton National Bank September 2014 - Present
New York Institute of Finance January 1993 - Present
Suffolk County National Bank August 2013 - August 2014
Harbor Financial Partners May 2012 - August 2013
MetLife December 2011 - May 2012
Altaira Wealth Management September 2009 - May 2011
Morgan Stanley Investment Management May 1995 - November 2008
Morgan Stanley 1995 - 2008
Prudential Securities 1988 - 1994
Skills
Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equity Research, Series 7, Mutual Funds, Valuation, Securities, Investment Strategies, Series 63, Derivatives, Trading, Alternative Investments, Options, Bloomberg, Equity Valuation, Investment Advisory, Investment Management, Wealth Management, ETFs, Investment Banking, Financial Markets
Education
LIU Post
MBA, Finance
Dominick Moreo Dominick Moreo's Morgan Stanley Experience September 1998 - June 1999
Job Human Resources Analyst
Industry Executive Office
Experience
Estee Lauder/MMC June 2013 - Present
Estee Lauder Group of Companies June 2013 - September 2014
Music Parts Plus, Inc March 2007 - July 2013
Allstate Insurance June 1999 - August 2008
Morgan Stanley September 1998 - June 1999
Le Meridien Hotel -Boston September 1996 - July 1998
The Peninsula New York March 1994 - September 1996
Millenium Hotel-Downtown 1992 - 1994
Skills
Microsoft Excel, Sales Management, Event Management, Account Management, Administrative..., Online Advertising, Business Intelligence, Event Planning, Travel Planning, Concierge Services, Entrepreneurship, Strategic Planning, Executive..., Email Marketing, Insurance, Executive Calendar..., Executive Level..., PowerPoint, Microsoft Word, Outlook, CRM, Customer Service, Sales, Leadership
Education
Long Island University, C.W. Post Campus 1988 — 1991
BBA, Business-Marketing
Chaminade High School 1984 — 1988
High School Diploma, Liberal Arts
Estee Lauder/MMC June 2013 - Present
Estee Lauder Group of Companies June 2013 - September 2014
Music Parts Plus, Inc March 2007 - July 2013
Allstate Insurance June 1999 - August 2008
Morgan Stanley September 1998 - June 1999
Le Meridien Hotel -Boston September 1996 - July 1998
The Peninsula New York March 1994 - September 1996
Millenium Hotel-Downtown 1992 - 1994
Skills
Microsoft Excel, Sales Management, Event Management, Account Management, Administrative..., Online Advertising, Business Intelligence, Event Planning, Travel Planning, Concierge Services, Entrepreneurship, Strategic Planning, Executive..., Email Marketing, Insurance, Executive Calendar..., Executive Level..., PowerPoint, Microsoft Word, Outlook, CRM, Customer Service, Sales, Leadership
Education
Long Island University, C.W. Post Campus 1988 — 1991
BBA, Business-Marketing
Chaminade High School 1984 — 1988
High School Diploma, Liberal Arts
Thomas Mullooly's Morgan Stanley Experience 1992 - 2002
Job Owner: Mullooly Asset Mgmt, FeeOnly Investment Advisor in New Jersey. We also manage your 401k, 403b, 457 accounts.
Industry Investment Management
Experience
Mullooly Asset Management 2002 - Present
Morgan Stanley 1992 - 2002
Lehman 1986 - 1992
Skills
Investment Advisory, Retirement Planning, Investments, Wealth Management, Mutual Funds, Securities, Equities, ETFs, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Retirement, Fixed Income, 401k, 457 Plans, 403 b, 401k Advisor, 401k Advice, Point and Figure, Point and Figure..., Point and Figure Charts, Fee Only Investment..., Investment Adviser, Fee Only Investment..., Investment Blog
Education
Long Island University, C.W. Post Campus 1985 — 1987
MBA, Finance
Long Island University, C.W. Post Campus 1981 — 1983
BS, Business - Marketing
Chaminade High School 1976 — 1980
Mullooly Asset Management 2002 - Present
Morgan Stanley 1992 - 2002
Lehman 1986 - 1992
Skills
Investment Advisory, Retirement Planning, Investments, Wealth Management, Mutual Funds, Securities, Equities, ETFs, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Retirement, Fixed Income, 401k, 457 Plans, 403 b, 401k Advisor, 401k Advice, Point and Figure, Point and Figure..., Point and Figure Charts, Fee Only Investment..., Investment Adviser, Fee Only Investment..., Investment Blog
Education
Long Island University, C.W. Post Campus 1985 — 1987
MBA, Finance
Long Island University, C.W. Post Campus 1981 — 1983
BS, Business - Marketing
Chaminade High School 1976 — 1980
Jerry Alexis's Morgan Stanley Experience May 2005 - May 2006
Job FINANCIAL & SCHOLASTIC CONSULTANT at FASTTRACK
Industry Financial Services
Experience
FASTTRACK January 2012 - Present
JP Morgan Chase July 2012 - June 2013
Port Authority of New York and New Jersey November 2006 - April 2011
Morgan Stanley May 2005 - May 2006
Covington & Burling December 2004 - May 2005
Pomerantz Haudek Grossman & Gross LLP June 2004 - December 2004
Weitz & Luxenberg January 2001 - February 2004
Skills
Bloomberg, Summation, MS Outlook, Lotus, WordPerfect, Customer Service, Microsoft Office, Outlook, Legal Writing, Leadership, Research, Litigation Support, Document Review, Litigation, Analysis, Wordperfect, Trials, Lexis, Microsoft Excel, Westlaw, Software Documentation, Legal Documents, Legal Assistance, LexisNexis
Education
University of Phoenix
Master of Business Administration (M.B.A.)
Long Island University, Brooklyn Campus
Certificate Program, Paralegal Studies
State University of New York College at Buffalo 1995 — 2000
BA, English
FASTTRACK January 2012 - Present
JP Morgan Chase July 2012 - June 2013
Port Authority of New York and New Jersey November 2006 - April 2011
Morgan Stanley May 2005 - May 2006
Covington & Burling December 2004 - May 2005
Pomerantz Haudek Grossman & Gross LLP June 2004 - December 2004
Weitz & Luxenberg January 2001 - February 2004
Skills
Bloomberg, Summation, MS Outlook, Lotus, WordPerfect, Customer Service, Microsoft Office, Outlook, Legal Writing, Leadership, Research, Litigation Support, Document Review, Litigation, Analysis, Wordperfect, Trials, Lexis, Microsoft Excel, Westlaw, Software Documentation, Legal Documents, Legal Assistance, LexisNexis
Education
University of Phoenix
Master of Business Administration (M.B.A.)
Long Island University, Brooklyn Campus
Certificate Program, Paralegal Studies
State University of New York College at Buffalo 1995 — 2000
BA, English
Debra Tom Debra Tom's Morgan Stanley Experience October 2000 - April 2007
Job Operations Manager at Quad Capital
Industry Financial Services
Experience
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Vanessa Lanuza's Morgan Stanley Experience 2011 - 2014
Job Compliance Officer, Vice President at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
M&T Bank March 2014 - May 2015
Morgan Stanley 2011 - 2014
Morgan Stanley 2007 - 2011
Maxim Group 2007 - 2007
Merrill Lynch 2007 - 2007
Skills
AML, Rule 144, FINRA, Securities, Securities Regulation, Financial Regulation, SharePoint, Regulations, KYC, Prime Brokerage, USA PATRIOT Act, Bloomberg, Westlaw, Due Diligence, LexisNexis, Banking, Financial Analysis, Hedge Funds, Anti Money Laundering, Capital Markets, Fixed Income, Risk Management, Equities, Derivatives, Financial Services
Education
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor's degree, Economics
Citi June 2015 - Present
M&T Bank March 2014 - May 2015
Morgan Stanley 2011 - 2014
Morgan Stanley 2007 - 2011
Maxim Group 2007 - 2007
Merrill Lynch 2007 - 2007
Skills
AML, Rule 144, FINRA, Securities, Securities Regulation, Financial Regulation, SharePoint, Regulations, KYC, Prime Brokerage, USA PATRIOT Act, Bloomberg, Westlaw, Due Diligence, LexisNexis, Banking, Financial Analysis, Hedge Funds, Anti Money Laundering, Capital Markets, Fixed Income, Risk Management, Equities, Derivatives, Financial Services
Education
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor's degree, Economics
Ryan Snyder's Morgan Stanley Experience June 2012 - May 2014
Job Private Equity Analyst at Prudential
Industry Venture Capital & Private Equity
Experience
Prudential May 2014 - Present
Morgan Stanley June 2012 - May 2014
Lehigh University August 2009 - May 2013
Skills
Bloomberg, Fixed Income, Financial Modeling, Corporate Finance, Valuation, Microsoft Excel, Financial Analysis, Equities, Options, Bloomberg Terminal, PowerPoint, Mathematical Modeling, Quantitative Finance, Derivatives, Investment Banking, Wealth Management, Finance, Series 7, Series 63, ThomsonOne, Microsoft Word, Access, Outlook Express, Financial Accounting, Trading Strategies, Structured Finance, Securitization, Credit Risk, Sales, Applied Mathematics, Intercollegiate..., Lacrosse, Private Equity, Private Equity Firms, LBO, Leveraged Finance, Hedge Funds, Capital IQ, Investran, Financial Services, Financial Markets, Equity Research, Equity Valuation, Debt & Equity Financing, Equity Derivatives, Economics, Econometrics, Matlab, Maple, Spanish
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor’s Degree, Finance & Mathematics, 4.0 Major GPA
Kent School 2005 — 2009
High School, High Honor Roll
Prudential May 2014 - Present
Morgan Stanley June 2012 - May 2014
Lehigh University August 2009 - May 2013
Skills
Bloomberg, Fixed Income, Financial Modeling, Corporate Finance, Valuation, Microsoft Excel, Financial Analysis, Equities, Options, Bloomberg Terminal, PowerPoint, Mathematical Modeling, Quantitative Finance, Derivatives, Investment Banking, Wealth Management, Finance, Series 7, Series 63, ThomsonOne, Microsoft Word, Access, Outlook Express, Financial Accounting, Trading Strategies, Structured Finance, Securitization, Credit Risk, Sales, Applied Mathematics, Intercollegiate..., Lacrosse, Private Equity, Private Equity Firms, LBO, Leveraged Finance, Hedge Funds, Capital IQ, Investran, Financial Services, Financial Markets, Equity Research, Equity Valuation, Debt & Equity Financing, Equity Derivatives, Economics, Econometrics, Matlab, Maple, Spanish
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor’s Degree, Finance & Mathematics, 4.0 Major GPA
Kent School 2005 — 2009
High School, High Honor Roll
AI-WEN TSENG AI-WEN TSENG's Morgan Stanley Experience June 2006 - January 2007
Job Business Systems Analyst at Mutual of Omaha
Industry Information Technology and Services
Experience
Mutual of Omaha May 2013 - Present
Carlson Rezidor Hotel Group July 2012 - April 2013
West Asset Management May 2009 - July 2012
Blue Cross and Blue Shield of Nebraska June 2008 - December 2008
Citizens Bank April 2007 - May 2008
Morgan Stanley June 2006 - January 2007
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Analysis, SQL, Systems Analysis, Use Case, Agile Methodologies, User acceptance testing, Business Requirement...
Education
LIU Post 2003 — 2005
Master of Science, Information Systems
University of Central Oklahoma 1999 — 2002
Bachelor of Science, Computer Science
Mutual of Omaha May 2013 - Present
Carlson Rezidor Hotel Group July 2012 - April 2013
West Asset Management May 2009 - July 2012
Blue Cross and Blue Shield of Nebraska June 2008 - December 2008
Citizens Bank April 2007 - May 2008
Morgan Stanley June 2006 - January 2007
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Analysis, SQL, Systems Analysis, Use Case, Agile Methodologies, User acceptance testing, Business Requirement...
Education
LIU Post 2003 — 2005
Master of Science, Information Systems
University of Central Oklahoma 1999 — 2002
Bachelor of Science, Computer Science
Lance Hightower Lance Hightower's Morgan Stanley Experience January 2001 - January 2002
Job Hightower, LLC
Industry Real Estate
Experience
Private Label Realty September 2007 - Present
Halliburton December 2009 - March 2012
Hightower Lending January 2002 - December 2009
Morgan Stanley January 2001 - January 2002
Data Return March 2000 - December 2000
xnet, inc. August 1998 - March 2000
Toshiba America Medical Systems January 1993 - August 1997
United States Air Force July 1985 - December 1992
Skills
First Time Home Buyers, Investment Properties, Sellers, Real Estate, Short Sales, Relocation, Finance, Residential Homes, Loans, Investors, Sales, Investments, Foreclosures, Referrals, Single Family Homes
Education
Liberty University 2000 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
The University of Texas at Austin 1983 — 1985
Electrical and Electronics Engineering
Private Label Realty September 2007 - Present
Halliburton December 2009 - March 2012
Hightower Lending January 2002 - December 2009
Morgan Stanley January 2001 - January 2002
Data Return March 2000 - December 2000
xnet, inc. August 1998 - March 2000
Toshiba America Medical Systems January 1993 - August 1997
United States Air Force July 1985 - December 1992
Skills
First Time Home Buyers, Investment Properties, Sellers, Real Estate, Short Sales, Relocation, Finance, Residential Homes, Loans, Investors, Sales, Investments, Foreclosures, Referrals, Single Family Homes
Education
Liberty University 2000 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
The University of Texas at Austin 1983 — 1985
Electrical and Electronics Engineering
Benjamin Luhrsen's Morgan Stanley Experience June 2015 - August 2015
Job Student at Liberty University
Industry
Experience
Morgan Stanley June 2015 - August 2015
Subway February 2014 - June 2014
Acorn Hill Lodge August 2013 - December 2013
Subway February 2013 - September 2013
The Tire Choice June 2012 - August 2012
Skills
Financial Analysis, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Management, Leadership
Education
Liberty University 2011 — 2015
Bachelor of Science (BS), Project Management
Lejeune High School 2007 — 2011
Morgan Stanley June 2015 - August 2015
Subway February 2014 - June 2014
Acorn Hill Lodge August 2013 - December 2013
Subway February 2013 - September 2013
The Tire Choice June 2012 - August 2012
Skills
Financial Analysis, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Management, Leadership
Education
Liberty University 2011 — 2015
Bachelor of Science (BS), Project Management
Lejeune High School 2007 — 2011
Lance Wilson-Mason's Morgan Stanley Experience March 2015 - Present
Job Financial Services Professional with Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley September 2013 - March 2015
Vanguard September 2010 - September 2013
Vanguard March 2008 - September 2010
Wells Fargo January 2007 - May 2008
Cigna July 2005 - January 2007
Cigna December 2002 - July 2005
Applied Card Systems June 2002 - July 2003
PECO Energy December 2000 - June 2002
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Leadership, Management, Customer Service, Coaching, Analysis, Event Planning, Process Improvement, Microsoft Office, Team Building, Investments, Team Leadership, Strategic Planning
Education
Lincoln University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley March 2015 - Present
Morgan Stanley September 2013 - March 2015
Vanguard September 2010 - September 2013
Vanguard March 2008 - September 2010
Wells Fargo January 2007 - May 2008
Cigna July 2005 - January 2007
Cigna December 2002 - July 2005
Applied Card Systems June 2002 - July 2003
PECO Energy December 2000 - June 2002
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Leadership, Management, Customer Service, Coaching, Analysis, Event Planning, Process Improvement, Microsoft Office, Team Building, Investments, Team Leadership, Strategic Planning
Education
Lincoln University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Rachel Arnold Rachel Arnold's Morgan Stanley Experience 2000 - 2001
Job
Industry Computer Software
Experience
Vista Equity Partners December 2012 - Present
Mitratech November 2011 - November 2012
MicroEdge, LLC. November 2009 - November 2011
Interbrand April 2007 - October 2009
Works / Loeb Enterprises June 2006 - April 2007
Business Objects (Previously SRC Software) September 2003 - June 2006
Pacific Crest Securities August 2001 - August 2003
Morgan Stanley 2000 - 2001
Skills
Product Management, Marketing, Strategy, Enterprise Software, Cross-functional Team..., Business Development, Product Development, Product Marketing, Competitive Analysis, SaaS
Education
Linfield College
B.S.
Spanish American Institute
Vista Equity Partners December 2012 - Present
Mitratech November 2011 - November 2012
MicroEdge, LLC. November 2009 - November 2011
Interbrand April 2007 - October 2009
Works / Loeb Enterprises June 2006 - April 2007
Business Objects (Previously SRC Software) September 2003 - June 2006
Pacific Crest Securities August 2001 - August 2003
Morgan Stanley 2000 - 2001
Skills
Product Management, Marketing, Strategy, Enterprise Software, Cross-functional Team..., Business Development, Product Development, Product Marketing, Competitive Analysis, SaaS
Education
Linfield College
B.S.
Spanish American Institute
Michael Fink Michael Fink's Morgan Stanley Experience July 2015 - Present
Job Associate Structured Product Derivatives Trading Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
JPMorgan Chase January 2014 - July 2015
JPMorgan Chase October 2011 - January 2014
Skills
Fixed Income, Middle Office, Trading, Banking, Risk Management, Credit, Financial Analysis, Financial Services, Management, Customer Service, Equities, Finance, Investments, Microsoft Excel, Microsoft Office, Asset Management
Education
LIU Post 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Morgan Stanley July 2015 - Present
JPMorgan Chase January 2014 - July 2015
JPMorgan Chase October 2011 - January 2014
Skills
Fixed Income, Middle Office, Trading, Banking, Risk Management, Credit, Financial Analysis, Financial Services, Management, Customer Service, Equities, Finance, Investments, Microsoft Excel, Microsoft Office, Asset Management
Education
LIU Post 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Maria Hatalis Maria Hatalis's Morgan Stanley Experience January 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Lehigh University Investment Office May 2012 - December 2014
Martindale Student Associates Program 2011 - 2012
Skills
Asset Management, Bloomberg, Credit Risk, Data Analysis, Economics, Finance, Investments, Microsoft Excel, Research, Valuation
Education
Lehigh University - College of Business and Economics 2012 — 2013
Master of Science (M.S.), Economics
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Morgan Stanley January 2014 - Present
Lehigh University Investment Office May 2012 - December 2014
Martindale Student Associates Program 2011 - 2012
Skills
Asset Management, Bloomberg, Credit Risk, Data Analysis, Economics, Finance, Investments, Microsoft Excel, Research, Valuation
Education
Lehigh University - College of Business and Economics 2012 — 2013
Master of Science (M.S.), Economics
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Tímea Klebercz Tímea Klebercz's Morgan Stanley Experience July 2015 - October 2015
Job Intern at the European Parliament Information Office
Industry
Experience
European Parliament October 2015 - Present
Morgan Stanley July 2015 - October 2015
Anne Frank Stichting May 2014 - March 2015
Antall József Knowledge Centre September 2013 - July 2014
Diageo May 2013 - July 2013
institute for cultural diplomacy February 2012 - April 2012
Ministry of Foreign Affairs Hungary January 2011 - June 2011
Skills
European Union, Foreign Policy, Intercultural..., International Relations, Political Science, Policy Analysis, Politics, English, Research, Economics, Diplomacy, Microsoft Office, Microsoft Excel, Public Speaking
Education
Budapest Business School
Bachelor’s Degree, Economics
Corvinus University of Budapest
Master’s Degree, IR
Liverpool John Moores University
Erasmus, Politics
European Parliament October 2015 - Present
Morgan Stanley July 2015 - October 2015
Anne Frank Stichting May 2014 - March 2015
Antall József Knowledge Centre September 2013 - July 2014
Diageo May 2013 - July 2013
institute for cultural diplomacy February 2012 - April 2012
Ministry of Foreign Affairs Hungary January 2011 - June 2011
Skills
European Union, Foreign Policy, Intercultural..., International Relations, Political Science, Policy Analysis, Politics, English, Research, Economics, Diplomacy, Microsoft Office, Microsoft Excel, Public Speaking
Education
Budapest Business School
Bachelor’s Degree, Economics
Corvinus University of Budapest
Master’s Degree, IR
Liverpool John Moores University
Erasmus, Politics
Jennifer Rohen Jennifer Rohen's Morgan Stanley Experience July 2001 - July 2006
Job Manager Federal Tax Solutions at CliftonLarsonAllen
Industry Accounting
Experience
De Smet Jesuit High School August 2015 - Present
CliftonLarsonAllen Foundation August 2015 - Present
CliftonLarsonAllen October 2014 - Present
Academy of the Sacred Heart 2010 - 2015
Ernst & Young June 2012 - June 2014
EY June 2012 - June 2014
PwC February 2011 - June 2012
MORGAN STANLEY July 2001 - July 2006
ARTHUR ANDERSEN LLP January 1997 - January 2001
UNITED STATES FEDERAL PUBLIC DEFENDER January 1996 - January 1997
Skills
Finance, Financial Planners, Cash Management, Marketing, Management, Strategy, Customer Service, Proposal Writing, Legal Writing, Business Process, Telecommunications, Transportation, Trade Shows, Local Government, System Administration, Tax, Accounting, Strategic Planning, Due Diligence, Investments, Income Tax, Mergers & Acquisitions, Leadership, Negotiation, Management Consulting, Tax Credits, Tax Credit Financing, Tax Incentives, Corporate Communications, Business Communications, Training, CRM, Project Management, Program Management, Financial Planning, Public Speaking, Financial Analysis, Budgets
Education
Saint Louis University School of Law 1994 — 1997
Juris Doctor, Corporate and Tax Law
OXFORD UNIVERSITY 1995 — 1995
Comparitive Law Studies, Summer Law Program
Lindenwood University 1992 — 1994
Bachelor of Arts, Mass Communication, Summa Cum Laude
Academy of the Sacred Heart 1978 — 1987
Academy of the Sacred Heart
De Smet Jesuit High School August 2015 - Present
CliftonLarsonAllen Foundation August 2015 - Present
CliftonLarsonAllen October 2014 - Present
Academy of the Sacred Heart 2010 - 2015
Ernst & Young June 2012 - June 2014
EY June 2012 - June 2014
PwC February 2011 - June 2012
MORGAN STANLEY July 2001 - July 2006
ARTHUR ANDERSEN LLP January 1997 - January 2001
UNITED STATES FEDERAL PUBLIC DEFENDER January 1996 - January 1997
Skills
Finance, Financial Planners, Cash Management, Marketing, Management, Strategy, Customer Service, Proposal Writing, Legal Writing, Business Process, Telecommunications, Transportation, Trade Shows, Local Government, System Administration, Tax, Accounting, Strategic Planning, Due Diligence, Investments, Income Tax, Mergers & Acquisitions, Leadership, Negotiation, Management Consulting, Tax Credits, Tax Credit Financing, Tax Incentives, Corporate Communications, Business Communications, Training, CRM, Project Management, Program Management, Financial Planning, Public Speaking, Financial Analysis, Budgets
Education
Saint Louis University School of Law 1994 — 1997
Juris Doctor, Corporate and Tax Law
OXFORD UNIVERSITY 1995 — 1995
Comparitive Law Studies, Summer Law Program
Lindenwood University 1992 — 1994
Bachelor of Arts, Mass Communication, Summa Cum Laude
Academy of the Sacred Heart 1978 — 1987
Academy of the Sacred Heart
Shawn Maslow Shawn Maslow's Morgan Stanley Experience July 2015 - Present
Job Regional Cash Management Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
SunTrust Bank October 2013 - July 2015
Morgan Stanley 2010 - October 2013
Regions Financial Corporation 2006 - 2010
Bank of America 2003 - 2006
Education
LIU Post 1987 — 1989
Business Administration and Management, General
Morgan Stanley July 2015 - Present
SunTrust Bank October 2013 - July 2015
Morgan Stanley 2010 - October 2013
Regions Financial Corporation 2006 - 2010
Bank of America 2003 - 2006
Education
LIU Post 1987 — 1989
Business Administration and Management, General
Tanisha M. Mitchell Tanisha M. Mitchell's Morgan Stanley Experience October 2014 - June 2015
Job Administrative Assistant III at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Shayan Bhoori Shayan Bhoori's Morgan Stanley Experience September 2011 - September 2012
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Morgan Stanley September 2011 - September 2012
Omar Group, CPA July 2010 - August 2010
Merrill Lynch May 2009 - August 2009
A.J. Perri Inc May 2009 - August 2009
Long Branch Municipal Office May 2008 - August 2008
Senator Joseph Kyrillos, Jr.’s Office September 2003 - June 2007
Skills
Microsoft Excel, Access, Finance, Bloomberg, ThomsonOne, Wealth Management, Asset Allocation, Mutual Funds, ETFs, CRM, Customer Service, Equities, Investments, Financial Analysis, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Finance, Entrepreneurship
Vanguard April 2013 - Present
Morgan Stanley September 2011 - September 2012
Omar Group, CPA July 2010 - August 2010
Merrill Lynch May 2009 - August 2009
A.J. Perri Inc May 2009 - August 2009
Long Branch Municipal Office May 2008 - August 2008
Senator Joseph Kyrillos, Jr.’s Office September 2003 - June 2007
Skills
Microsoft Excel, Access, Finance, Bloomberg, ThomsonOne, Wealth Management, Asset Allocation, Mutual Funds, ETFs, CRM, Customer Service, Equities, Investments, Financial Analysis, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Finance, Entrepreneurship
Kenneth Millar Kenneth Millar's Morgan Stanley Experience February 2000 - July 2002
Job Real Estate Broker, Managing Partner, Shameless Promoter of Real Estate For Financial Gain!
Industry Real Estate
Experience
Peak Realty Advisors June 2006 - Present
REMAX Alliance Group February 2005 - March 2015
Probate Liquidators of Phoenix, LLC August 2007 - December 2010
Town of Gilbert June 2005 - November 2006
Gilbert Chamber of Commerce 2005 - 2006
Merrill Lynch July 2002 - June 2003
Morgan Stanley February 2000 - July 2002
Bucks County Travel, Inc. January 1993 - February 2000
IBM September 1974 - December 1992
Skills
Investment Properties, Real Estate, Residential Homes, Commercial Real Estate, REO, Foreclosures, Investors, Short Sales, Referrals, First Time Home Buyers, Condos, Selling, Council of Residential..., Real Property, Single Family Homes, Real Estate Transactions, Resellers, Small Business, Sellers, Listings, Property, Property Management, Brokerage, Buyer Representation, FHA, Finance, HUD, New Home Sales, Buyers, Seller Representation, Investments, Home Staging, Rentals, Relocation, National Association of..., Appraisals, Leases, Seniors, Vacation Homes, Relocation Buyers, Real Estate Financing, Real Estate Development, New Homes, ABR, Income Properties, Luxury, Move Up Buyers, Townhomes, Sales, SFR
Education
Arizona School of Real Estate & Business 2005 — 2015
Real Estate Sales Agent Designated Broker, Real Estate
LeTourneau University 1972 — 1974
Peak Realty Advisors June 2006 - Present
REMAX Alliance Group February 2005 - March 2015
Probate Liquidators of Phoenix, LLC August 2007 - December 2010
Town of Gilbert June 2005 - November 2006
Gilbert Chamber of Commerce 2005 - 2006
Merrill Lynch July 2002 - June 2003
Morgan Stanley February 2000 - July 2002
Bucks County Travel, Inc. January 1993 - February 2000
IBM September 1974 - December 1992
Skills
Investment Properties, Real Estate, Residential Homes, Commercial Real Estate, REO, Foreclosures, Investors, Short Sales, Referrals, First Time Home Buyers, Condos, Selling, Council of Residential..., Real Property, Single Family Homes, Real Estate Transactions, Resellers, Small Business, Sellers, Listings, Property, Property Management, Brokerage, Buyer Representation, FHA, Finance, HUD, New Home Sales, Buyers, Seller Representation, Investments, Home Staging, Rentals, Relocation, National Association of..., Appraisals, Leases, Seniors, Vacation Homes, Relocation Buyers, Real Estate Financing, Real Estate Development, New Homes, ABR, Income Properties, Luxury, Move Up Buyers, Townhomes, Sales, SFR
Education
Arizona School of Real Estate & Business 2005 — 2015
Real Estate Sales Agent Designated Broker, Real Estate
LeTourneau University 1972 — 1974
Stephen Tagliamonte Stephen Tagliamonte's Morgan Stanley Experience June 2013 - Present
Job Equity Swap Trade Support Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2011 - June 2013
UBS Financial Services December 2010 - May 2011
Morgan Stanley April 2010 - September 2010
BNY Mellon June 2009 - August 2009
Skills
Securities, Asset Allocation, Asset Managment, Exposure Assessment, Collateral Management, Communication Skills, Managing Deadlines, Data Analysis
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Business Administration
Morgan Stanley June 2013 - Present
Morgan Stanley June 2011 - June 2013
UBS Financial Services December 2010 - May 2011
Morgan Stanley April 2010 - September 2010
BNY Mellon June 2009 - August 2009
Skills
Securities, Asset Allocation, Asset Managment, Exposure Assessment, Collateral Management, Communication Skills, Managing Deadlines, Data Analysis
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Business Administration
Matthew Sherwood, Ph.D. Matthew Sherwood, Ph.D.'s Morgan Stanley Experience February 2007 - September 2007
Job Senior Manager, Public Markets Investments at MMBB Financial Services
Industry Investment Management
Experience
MMBB Financial Services January 2015 - Present
Wayne Capital Management, LLC April 2014 - December 2014
JMF Investment Holdings February 2014 - May 2014
Ivy Strategy August 2010 - January 2014
The Schonfeld Group January 2010 - July 2010
Access Global Partners September 2007 - January 2010
Morgan Stanley February 2007 - September 2007
Skills
Marketing, Management, Finance, Portfolio Management, Social Media, Trading, Strategic Consulting, Research, Macroeconomics, Communication, Operations Management, Strategic Planning, Management Consulting, Business Brokerage, Economics, Global Macro, Quantitative Analytics, Quantitative Risk, Fundamental Analysis, Asset Management, Money Management, Credit Derivatives, Equity Derivatives, Currency Futures, FX Hedging, Commodity Markets, Risk Management, Equity Research, Interest Rate Hedging, Fixed Income Portfolio...
Education
Northcentral University 2008 — 2013
Doctor of Philosophy (PhD), Business Administration
Liberty University 2003 — 2006
Master of Business Administration (MBA), Finance, General
MMBB Financial Services January 2015 - Present
Wayne Capital Management, LLC April 2014 - December 2014
JMF Investment Holdings February 2014 - May 2014
Ivy Strategy August 2010 - January 2014
The Schonfeld Group January 2010 - July 2010
Access Global Partners September 2007 - January 2010
Morgan Stanley February 2007 - September 2007
Skills
Marketing, Management, Finance, Portfolio Management, Social Media, Trading, Strategic Consulting, Research, Macroeconomics, Communication, Operations Management, Strategic Planning, Management Consulting, Business Brokerage, Economics, Global Macro, Quantitative Analytics, Quantitative Risk, Fundamental Analysis, Asset Management, Money Management, Credit Derivatives, Equity Derivatives, Currency Futures, FX Hedging, Commodity Markets, Risk Management, Equity Research, Interest Rate Hedging, Fixed Income Portfolio...
Education
Northcentral University 2008 — 2013
Doctor of Philosophy (PhD), Business Administration
Liberty University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Tyler Byrd's Morgan Stanley Experience 2005 - 2006
Job CEO at Red Rokk
Industry Marketing and Advertising
Experience
Red Rokk Creative 2008 - Present
Invent Coworking & Incubator July 2014 - Present
Northwest Resource Federal Credit Union 2007 - 2009
Monsterpod Technologies 2005 - 2007
Morgan Stanley 2005 - 2006
Skills
Web Design, Project Management, Business Strategy, Start-ups, Social Media Marketing, Digital Marketing, Internet Strategy, Interactive Marketing, Web Marketing, Marketing, Entrepreneurship, Brand Development, Social Media, Business Development, Business Planning, Brand Management, Email Marketing, Online Marketing, Sales Management, Website Development, Blogging, Strategy, Online Advertising, Strategic Partnerships, Marketing Strategy, Digital Strategy, Digital Media, Advertising, Management
Education
Linfield College 2007 — 2008
International Business
Red Rokk Creative 2008 - Present
Invent Coworking & Incubator July 2014 - Present
Northwest Resource Federal Credit Union 2007 - 2009
Monsterpod Technologies 2005 - 2007
Morgan Stanley 2005 - 2006
Skills
Web Design, Project Management, Business Strategy, Start-ups, Social Media Marketing, Digital Marketing, Internet Strategy, Interactive Marketing, Web Marketing, Marketing, Entrepreneurship, Brand Development, Social Media, Business Development, Business Planning, Brand Management, Email Marketing, Online Marketing, Sales Management, Website Development, Blogging, Strategy, Online Advertising, Strategic Partnerships, Marketing Strategy, Digital Strategy, Digital Media, Advertising, Management
Education
Linfield College 2007 — 2008
International Business
Kathleen Menasco Kathleen Menasco's Morgan Stanley Experience 2004 - 2005
Job Legal Administrative Assistant
Industry Legal Services
Experience
Moffatt Thomas 2013 - Present
Ameriprise Financial Services, Inc. 2006 - 2011
Morgan Stanley 2004 - 2005
Law Firms October 1985 - June 2004
Skills
Research, Trial Exhibits, Legal Research, Legal Documents, Document Review, Editing, Teaching, Public Speaking, Prevention, Microsoft Office, Litigation Support, Strategic Planning, Customer Service
Education
Lewis and Clark College 1973 — 1977
Bachelor of Science
GPHS
Mount Hood Community College
Associate Degree
Moffatt Thomas 2013 - Present
Ameriprise Financial Services, Inc. 2006 - 2011
Morgan Stanley 2004 - 2005
Law Firms October 1985 - June 2004
Skills
Research, Trial Exhibits, Legal Research, Legal Documents, Document Review, Editing, Teaching, Public Speaking, Prevention, Microsoft Office, Litigation Support, Strategic Planning, Customer Service
Education
Lewis and Clark College 1973 — 1977
Bachelor of Science
GPHS
Mount Hood Community College
Associate Degree
Richard Loman Richard Loman's Morgan Stanley Experience Vice PresidentDeutsche Bank2001 - 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Vice PresidentDeutsche Bank2001 - 2011
US Navy Reserve August 1986 - December 2005
PaineWebber April 1993 - April 2001
BNY Mellon September 1986 - April 1993
US Navy June 1983 - August 1986
Skills
Risk Management, Fixed Income, Capital Markets, Treasury Services, KYC, Securities Lending, VAR, Relationship Management, Investment Banking, Operational Risk..., Operational Risk, Derivatives, AML, Financial Risk, Hedge Funds
Education
Rutgers University 1995 — 2000
BS, Accounting
Long Island University, Brooklyn Campus 1990 — 1995
MBA, Finance
Washington State University 1979 — 1983
BA, Criminal Justice
Morgan Stanley Vice PresidentDeutsche Bank2001 - 2011
US Navy Reserve August 1986 - December 2005
PaineWebber April 1993 - April 2001
BNY Mellon September 1986 - April 1993
US Navy June 1983 - August 1986
Skills
Risk Management, Fixed Income, Capital Markets, Treasury Services, KYC, Securities Lending, VAR, Relationship Management, Investment Banking, Operational Risk..., Operational Risk, Derivatives, AML, Financial Risk, Hedge Funds
Education
Rutgers University 1995 — 2000
BS, Accounting
Long Island University, Brooklyn Campus 1990 — 1995
MBA, Finance
Washington State University 1979 — 1983
BA, Criminal Justice
Angelo Caraftis Angelo Caraftis's Morgan Stanley Experience September 1999 - June 2000
Job Director, Financial Services Division at Abacus Group
Industry Staffing and Recruiting
Experience
Abacus Group, LLC March 2013 - Present
The Bachrach Group May 2004 - February 2013
Jay Stevens November 2003 - May 2004
Response Companies October 2001 - November 2003
Execu-Search Group June 2000 - October 2001
Morgan Stanley September 1999 - June 2000
Skills
Trading, Valuation, Relationship Management, Credit, Credit Analysis, Market Risk, Financial Reporting, Project Management, Product Control, Financial Goals, Risk Management, Executive Search, Financial Services, Investment Banking, Contract Recruitment
Education
LIU Post 1995 — 1999
Bachelor of Science, Finance
Comsewogue High School 1992 — 1995
Abacus Group, LLC March 2013 - Present
The Bachrach Group May 2004 - February 2013
Jay Stevens November 2003 - May 2004
Response Companies October 2001 - November 2003
Execu-Search Group June 2000 - October 2001
Morgan Stanley September 1999 - June 2000
Skills
Trading, Valuation, Relationship Management, Credit, Credit Analysis, Market Risk, Financial Reporting, Project Management, Product Control, Financial Goals, Risk Management, Executive Search, Financial Services, Investment Banking, Contract Recruitment
Education
LIU Post 1995 — 1999
Bachelor of Science, Finance
Comsewogue High School 1992 — 1995
Dubby Pollak Dubby Pollak's Morgan Stanley Experience September 2001 - February 2008
Job Bank of America
Industry Financial Services
Experience
Bank of America August 2009 - Present
Bank of America November 2008 - August 2009
Celgene August 2008 - November 2008
Morgan Stanley September 2001 - February 2008
Random Walk Computing 2000 - 2001
Bankers Trust 1998 - 2000
Salomon Brothers 1997 - 1998
AIG 1996 - 1997
Bankers Trust 1985 - 1996
Skills
Process Engineering, Application Architecture, Data Management, Program Management, Analysis, Project Management, SDLC, Business Process..., Data Architecture, Risk Management, Project Portfolio..., PMO, Strategy, Project Planning, Market Risk, Project Delivery, Basel II, Requirements Gathering, Credit Risk, Team Building, Business Analysis, Leadership, Software Project..., Data Analysis, Financial Services, Budgets, Management Consulting, Governance, Investment Banking, Process Improvement, Fixed Income, Vendor Management, Information Technology, Banking, Business Intelligence, Enterprise Software
Education
Queens College 1973 — 1974
Computer Programming
Michlala 1972 — 1973
Judaic Studies
Ida Crown Jewish Academy Girls School
Ida Crown Jewish Academy Girls School
LIU Brooklyn
Bank of America August 2009 - Present
Bank of America November 2008 - August 2009
Celgene August 2008 - November 2008
Morgan Stanley September 2001 - February 2008
Random Walk Computing 2000 - 2001
Bankers Trust 1998 - 2000
Salomon Brothers 1997 - 1998
AIG 1996 - 1997
Bankers Trust 1985 - 1996
Skills
Process Engineering, Application Architecture, Data Management, Program Management, Analysis, Project Management, SDLC, Business Process..., Data Architecture, Risk Management, Project Portfolio..., PMO, Strategy, Project Planning, Market Risk, Project Delivery, Basel II, Requirements Gathering, Credit Risk, Team Building, Business Analysis, Leadership, Software Project..., Data Analysis, Financial Services, Budgets, Management Consulting, Governance, Investment Banking, Process Improvement, Fixed Income, Vendor Management, Information Technology, Banking, Business Intelligence, Enterprise Software
Education
Queens College 1973 — 1974
Computer Programming
Michlala 1972 — 1973
Judaic Studies
Ida Crown Jewish Academy Girls School
Ida Crown Jewish Academy Girls School
LIU Brooklyn
Rachel Kourakos Rachel Kourakos's Morgan Stanley Experience June 2014 - Present
Job Leveraged Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Lehigh University August 2011 - Present
Lehigh Accounting Club August 2012 - Present
Carter3productions LLC September 2011 - September 2012
Related June 2012 - August 2012
Vodafone Czech Republic May 2011 - June 2011
Skills
Microsoft Word, PowerPoint, Financial Modeling, Facebook, Microsoft Excel, Public Speaking, Research, Social Media
Education
Lehigh University - College of Business and Economics 2010 — 2014
Scarsdale High School 2006 — 2010
High School
Morgan Stanley June 2014 - Present
Lehigh University August 2011 - Present
Lehigh Accounting Club August 2012 - Present
Carter3productions LLC September 2011 - September 2012
Related June 2012 - August 2012
Vodafone Czech Republic May 2011 - June 2011
Skills
Microsoft Word, PowerPoint, Financial Modeling, Facebook, Microsoft Excel, Public Speaking, Research, Social Media
Education
Lehigh University - College of Business and Economics 2010 — 2014
Scarsdale High School 2006 — 2010
High School
John Long, M.B.A. John Long, M.B.A.'s Morgan Stanley Experience April 2005 - May 2006
Job COO & Comptroller
Industry Accounting
Experience
ABC/Checker Cab Company February 2011 - Present
John Beal Inc August 2010 - Present
American TV September 2009 - August 2010
Dealers Warranty/ MOGI March 2008 - September 2009
Hannoush Jewelers April 2005 - January 2008
Morgan Stanley April 2005 - May 2006
Lindenwood University 2003 - 2005
Skills
Insurance, Sales, Accounts Receivable, Sales Management, Marketing, Training, Financial Services, Customer Service, Accounts Payable, Microsoft Excel, Budgets, Management, Strategic Planning, Human Resources, Microsoft Office, Small Business, Financial Analysis, Forecasting, Finance, Accounting
Education
Lindenwood University 2010 — 2011
Master, Business Administration Accounting
Lindenwood University 2003 — 2005
BA, Finance
DeSmet Jesuit High School 1997 — 2001
ABC/Checker Cab Company February 2011 - Present
John Beal Inc August 2010 - Present
American TV September 2009 - August 2010
Dealers Warranty/ MOGI March 2008 - September 2009
Hannoush Jewelers April 2005 - January 2008
Morgan Stanley April 2005 - May 2006
Lindenwood University 2003 - 2005
Skills
Insurance, Sales, Accounts Receivable, Sales Management, Marketing, Training, Financial Services, Customer Service, Accounts Payable, Microsoft Excel, Budgets, Management, Strategic Planning, Human Resources, Microsoft Office, Small Business, Financial Analysis, Forecasting, Finance, Accounting
Education
Lindenwood University 2010 — 2011
Master, Business Administration Accounting
Lindenwood University 2003 — 2005
BA, Finance
DeSmet Jesuit High School 1997 — 2001
Pamela Larin's Morgan Stanley Experience August 2010 - January 2012
Job Officer at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
State Street February 2012 - January 2014
Morgan Stanley August 2010 - January 2012
Ernst & Young October 2007 - August 2010
Ernst & Young June 2006 - August 2006
Skills
Alternative Investments, Finance, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Financial Reporting, Management, Valuation, Due Diligence, Equities, Portfolio Management
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science, Accounting
State Street February 2014 - Present
State Street February 2012 - January 2014
Morgan Stanley August 2010 - January 2012
Ernst & Young October 2007 - August 2010
Ernst & Young June 2006 - August 2006
Skills
Alternative Investments, Finance, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Financial Reporting, Management, Valuation, Due Diligence, Equities, Portfolio Management
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science, Accounting
Christopher Frohne's Morgan Stanley Experience August 2005 - June 2008
Job Vice President at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein June 2008 - Present
Morgan Stanley August 2005 - June 2008
Morgan Stanley 1998 - 2005
SW NETWORKS: SMOOTH FM 1996 - 1998
Dean Witter 1993 - 1998
WRCN Radio 103.9 fm 1993 - 1994
WNYC Radio 1992 - 1993
WGSM RADIO 740 AM 1992 - 1993
WGBB 1240 AM Radio 1989 - 1993
WBAB RADIO 102.3 1986 - 1989
Skills
Video, Vendor Management, Integration, Video Conferencing, AV, Program Management, Telepresence, Project Management, Team Leadership, Management, Multimedia, Training, Unified Communications, Leadership, Cloud Computing, Business Development, Product Management, SaaS, Broadcast, Enterprise Software, Project Planning, Strategy, New Business Development, IT Strategy, Business Process, Budgets, Data Center, Networking, Telecommunications, IT Management, Strategic Partnerships, Infrastructure, Disaster Recovery, Start-ups, Outsourcing
Education
LIU Post 1983 — 1987
Alliance Bernstein June 2008 - Present
Morgan Stanley August 2005 - June 2008
Morgan Stanley 1998 - 2005
SW NETWORKS: SMOOTH FM 1996 - 1998
Dean Witter 1993 - 1998
WRCN Radio 103.9 fm 1993 - 1994
WNYC Radio 1992 - 1993
WGSM RADIO 740 AM 1992 - 1993
WGBB 1240 AM Radio 1989 - 1993
WBAB RADIO 102.3 1986 - 1989
Skills
Video, Vendor Management, Integration, Video Conferencing, AV, Program Management, Telepresence, Project Management, Team Leadership, Management, Multimedia, Training, Unified Communications, Leadership, Cloud Computing, Business Development, Product Management, SaaS, Broadcast, Enterprise Software, Project Planning, Strategy, New Business Development, IT Strategy, Business Process, Budgets, Data Center, Networking, Telecommunications, IT Management, Strategic Partnerships, Infrastructure, Disaster Recovery, Start-ups, Outsourcing
Education
LIU Post 1983 — 1987
Meagan O'Shaughnessy's Morgan Stanley Experience June 2011 - August 2011
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Private Wealth Management February 2014 - Present
ZEFR October 2012 - Present
Interview Magazine August 2012 - October 2012
Morgan Stanley June 2011 - August 2011
The PR Boutique May 2010 - July 2010
A Bientot August 2006 - August 2008
Skills
Corporate Finance, Microsoft Office, Marketing Communications, Marketing Research, Spanish, Digital Media, Social Media, YouTube, Facebook, Sales, Social Networking, Online Advertising, Advertising, PowerPoint, Public Relations, Digital Strategy, Customer Service, Press Releases, Digital Marketing, Social Media Marketing, Marketing, Management, Media Planning
Education
Franklin College of Arts & Sciences 2008 — 2012
Bachelor of Business Administration; Bachelor of Business Administration, Marketing; International Business
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance, Marketing and International Business with Spanish Minor
Leopold-Franzens Universität Innsbruck / University of Innsbruck 2010 — 2010
Principles of Marketing and Major American Writers
Morgan Stanley Private Wealth Management February 2014 - Present
ZEFR October 2012 - Present
Interview Magazine August 2012 - October 2012
Morgan Stanley June 2011 - August 2011
The PR Boutique May 2010 - July 2010
A Bientot August 2006 - August 2008
Skills
Corporate Finance, Microsoft Office, Marketing Communications, Marketing Research, Spanish, Digital Media, Social Media, YouTube, Facebook, Sales, Social Networking, Online Advertising, Advertising, PowerPoint, Public Relations, Digital Strategy, Customer Service, Press Releases, Digital Marketing, Social Media Marketing, Marketing, Management, Media Planning
Education
Franklin College of Arts & Sciences 2008 — 2012
Bachelor of Business Administration; Bachelor of Business Administration, Marketing; International Business
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance, Marketing and International Business with Spanish Minor
Leopold-Franzens Universität Innsbruck / University of Innsbruck 2010 — 2010
Principles of Marketing and Major American Writers
Emilie Menghin's Morgan Stanley Experience June 2010 - August 2010
Job Account Analyst at PIMCO
Industry Financial Services
Experience
PIMCO March 2015 - Present
DieSprache November 2012 - June 2014
VCT and TI Volleyball Clubs August 2010 - April 2013
SPEEDGIG Social Network January 2012 - December 2012
Ben C. Gerwick, Inc. May 2011 - July 2011
Morgan Stanley June 2010 - August 2010
University of Southern California 2006 - 2010
AVP Association of Volleyball Professionals June 2009 - August 2009
Halcrow-HPA Engineering June 2007 - July 2007
Skills
Sports, Public Relations, Social Media, Microsoft Office, German, Research, Event Management, Teamwork, Social Networking, PowerPoint, Microsoft Excel, Blogging, Social Media Marketing, Microsoft Word, Finance, Eviews, Data Modeling, Financial Analysis, Valuation
Education
Leopold-Franzens Universität Innsbruck / University of Innsbruck
Masters, Finance and Banking
University of Southern California
Bachelor of Arts, Economics
PIMCO March 2015 - Present
DieSprache November 2012 - June 2014
VCT and TI Volleyball Clubs August 2010 - April 2013
SPEEDGIG Social Network January 2012 - December 2012
Ben C. Gerwick, Inc. May 2011 - July 2011
Morgan Stanley June 2010 - August 2010
University of Southern California 2006 - 2010
AVP Association of Volleyball Professionals June 2009 - August 2009
Halcrow-HPA Engineering June 2007 - July 2007
Skills
Sports, Public Relations, Social Media, Microsoft Office, German, Research, Event Management, Teamwork, Social Networking, PowerPoint, Microsoft Excel, Blogging, Social Media Marketing, Microsoft Word, Finance, Eviews, Data Modeling, Financial Analysis, Valuation
Education
Leopold-Franzens Universität Innsbruck / University of Innsbruck
Masters, Finance and Banking
University of Southern California
Bachelor of Arts, Economics
Eddie Christiano, CFP® Eddie Christiano, CFP®'s Morgan Stanley Experience June 2005 - February 2006
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments March 2006 - May 2014
Morgan Stanley June 2005 - February 2006
Education
Lock Haven University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments May 2014 - Present
Fidelity Investments March 2006 - May 2014
Morgan Stanley June 2005 - February 2006
Education
Lock Haven University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Karen Messina Karen Messina's Morgan Stanley Experience September 2000 - May 2001
Job Assistant Property Manager at RXR Realty
Industry Real Estate
Experience
RXR Realty April 2011 - Present
Realty Advisors March 2010 - Present
Kimco Realty Corporation June 2001 - April 2007
Morgan Stanley September 2000 - May 2001
Skills
Research, Public Speaking, Budgets, Editing, Microsoft Excel, Negotiation, ADP ezLaborManager, Windows 7, Landlord/Tenant Matters, Lease Administration, Property Management, Real Estate, Lease Negotiations, Tenant, Corporate Real Estate, Landlords, Disposition, Real Estate Development, Commercial Real Estate, Leases, Dispositions, Real Estate Transactions, Contract Negotiation, Real Estate Economics
Education
Long Island University, C.W. Post Campus 1998 — 2000
Bachelor of Fine Arts (BFA), Public Relations/Image Management, 3.95
Nassau Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences, General Studies and Humanities, Magna Cum Laude
RXR Realty April 2011 - Present
Realty Advisors March 2010 - Present
Kimco Realty Corporation June 2001 - April 2007
Morgan Stanley September 2000 - May 2001
Skills
Research, Public Speaking, Budgets, Editing, Microsoft Excel, Negotiation, ADP ezLaborManager, Windows 7, Landlord/Tenant Matters, Lease Administration, Property Management, Real Estate, Lease Negotiations, Tenant, Corporate Real Estate, Landlords, Disposition, Real Estate Development, Commercial Real Estate, Leases, Dispositions, Real Estate Transactions, Contract Negotiation, Real Estate Economics
Education
Long Island University, C.W. Post Campus 1998 — 2000
Bachelor of Fine Arts (BFA), Public Relations/Image Management, 3.95
Nassau Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences, General Studies and Humanities, Magna Cum Laude
Misa Ono's Morgan Stanley Experience 2000 - 2002
Job Extreme Cat Care
Industry Professional Training & Coaching
Experience
BalancedCats.com June 2009 - Present
Work Relationship Coaching 2003 - May 2009
Morgan Stanley 2000 - 2002
Mitsui Trust Banking April 1988 - June 1994
Skills
Leadership, Management, Leadership Development, Strategic Planning, Change Management, Entrepreneurship, Team Leadership, Business Strategy, Start-ups, Business Planning, Coaching, Program Management, Executive Coaching, Team Building, Life Coaching, Meditation, Organizational..., Training
Education
Coach U 2004 — 2007
Advanced Coaching Training Program
Portland State University 2002 — 2003
Professional Development Center
Lesley University 1998 — 2000
M.A.
Suffolk University 1996 — 1998
B.S.
BalancedCats.com June 2009 - Present
Work Relationship Coaching 2003 - May 2009
Morgan Stanley 2000 - 2002
Mitsui Trust Banking April 1988 - June 1994
Skills
Leadership, Management, Leadership Development, Strategic Planning, Change Management, Entrepreneurship, Team Leadership, Business Strategy, Start-ups, Business Planning, Coaching, Program Management, Executive Coaching, Team Building, Life Coaching, Meditation, Organizational..., Training
Education
Coach U 2004 — 2007
Advanced Coaching Training Program
Portland State University 2002 — 2003
Professional Development Center
Lesley University 1998 — 2000
M.A.
Suffolk University 1996 — 1998
B.S.
Suzanne Ennis's Morgan Stanley Experience September 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
Citigroup October 2007 - September 2011
Quadriserv Securities, Inc. August 2004 - October 2007
Skills
Valuation, Equities, Hedge Funds, Capital Markets, Securities, Securities Lending, Series 7, Capital Structure, Capital Budgeting, Financial Modeling, Financial Markets, Prime Brokerage, Registered FINRA Series...
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Lehigh University - College of Business and Economics 2000 — 2004
BS
Morgan Stanley September 2011 - Present
Citigroup October 2007 - September 2011
Quadriserv Securities, Inc. August 2004 - October 2007
Skills
Valuation, Equities, Hedge Funds, Capital Markets, Securities, Securities Lending, Series 7, Capital Structure, Capital Budgeting, Financial Modeling, Financial Markets, Prime Brokerage, Registered FINRA Series...
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Lehigh University - College of Business and Economics 2000 — 2004
BS
Alexis Kennedy's Morgan Stanley Experience July 2004 - February 2007
Job Principal at Kennedy Analytics, LLC
Industry Real Estate
Experience
Kennedy Analytics, LLC June 2008 - Present
Dowling Company March 2007 - August 2009
Morgan Stanley July 2004 - February 2007
Education
Lewis & Clark Law School 2010 — 2015
J.D.
University of Pennsylvania 2000 — 2004
Bachelor of Science, Economics
Kennedy Analytics, LLC June 2008 - Present
Dowling Company March 2007 - August 2009
Morgan Stanley July 2004 - February 2007
Education
Lewis & Clark Law School 2010 — 2015
J.D.
University of Pennsylvania 2000 — 2004
Bachelor of Science, Economics
Jamie Rossen's Morgan Stanley Experience April 2004 - November 2014
Job Vice President HR & Talent Services at American Securities
Industry Financial Services
Experience
American Securities November 2014 - Present
Morgan Stanley April 2004 - November 2014
WestLB, AG July 2003 - April 2004
PriceWaterhouseCoopers July 1998 - July 2003
Skills
Human Resources, Alternative Investments, Talent Management, Management, Financial Services
Education
Lehigh University - College of Business and Economics 1994 — 1998
American Securities November 2014 - Present
Morgan Stanley April 2004 - November 2014
WestLB, AG July 2003 - April 2004
PriceWaterhouseCoopers July 1998 - July 2003
Skills
Human Resources, Alternative Investments, Talent Management, Management, Financial Services
Education
Lehigh University - College of Business and Economics 1994 — 1998
Edward D. Makowski's Morgan Stanley Experience January 1995 - April 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
Westminster Chamber Orchestra 2008 - 2015
Westminster Chamber Orchestra 2008 - 2015
Morgan Stanley January 1995 - April 2012
US Navy July 1970 - July 1996
Skills
Strategic Planning, Strategic Financial..., Risk Management, Asset Managment, Marketing, Investments, Series 65, Leadership, Budgets, Financial Analysis, Insurance, Fundraising, Management, Public Speaking, 529 Plans, Business Development, Orchestral Music, Ensemble, Chamber Music, Timpani, Retirement Planning, Asset Management
Education
Long Island University, C.W. Post Campus 1973 — 1975
B.S., Business Management & Marketing
Nassau Community College 1968 — 1970
A.A.S., Business
Wells Fargo Advisors April 2012 - Present
Westminster Chamber Orchestra 2008 - 2015
Westminster Chamber Orchestra 2008 - 2015
Morgan Stanley January 1995 - April 2012
US Navy July 1970 - July 1996
Skills
Strategic Planning, Strategic Financial..., Risk Management, Asset Managment, Marketing, Investments, Series 65, Leadership, Budgets, Financial Analysis, Insurance, Fundraising, Management, Public Speaking, 529 Plans, Business Development, Orchestral Music, Ensemble, Chamber Music, Timpani, Retirement Planning, Asset Management
Education
Long Island University, C.W. Post Campus 1973 — 1975
B.S., Business Management & Marketing
Nassau Community College 1968 — 1970
A.A.S., Business
Michael R. Kapp's Morgan Stanley Experience 1995 - 1998
Job Head Coach University of Arizona Woman's Lacrosse Program & Head Coach Salpointe Catholic H.S. Varsity & JV
Industry Sports
Experience
Salpointe Catholic High School August 2014 - Present
University of Arizona August 2010 - Present
Southern Arizona Lacrosse Academy July 2012 - January 2015
RBC 1998 - October 2003
Morgan Stanley 1995 - 1998
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Investment Advisory, Finance, Investment Strategies, Options, Series 63, Fixed Income, High Net Worth..., Financial Markets, Trading, Wealth, Financial Advisory, Derivatives, Economics, Client Services, Sports Coaching, Coaching, Lacrosse, Sports, Athletics, Student Development, Intercollegiate..., Due Diligence, Customer Service, Event Management, Event Planning, Fundraising, Leadership, Public Speaking
Education
LIU Post 1987 — 1991
Salpointe Catholic High School August 2014 - Present
University of Arizona August 2010 - Present
Southern Arizona Lacrosse Academy July 2012 - January 2015
RBC 1998 - October 2003
Morgan Stanley 1995 - 1998
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Investment Advisory, Finance, Investment Strategies, Options, Series 63, Fixed Income, High Net Worth..., Financial Markets, Trading, Wealth, Financial Advisory, Derivatives, Economics, Client Services, Sports Coaching, Coaching, Lacrosse, Sports, Athletics, Student Development, Intercollegiate..., Due Diligence, Customer Service, Event Management, Event Planning, Fundraising, Leadership, Public Speaking
Education
LIU Post 1987 — 1991
Erik Velez's Morgan Stanley Experience 2000 - 2001
Job Assoc. AIA, LEED AP
Industry Architecture & Planning
Experience
SLCE Architects August 2015 - Present
J Frankl Associates, Inc. December 2014 - August 2015
Curtis + Ginsberg Architects LLP January 2014 - December 2014
Zenesis Design Build June 2011 - January 2014
AENArchitects May 2010 - September 2010
Family Publications, LTD April 2008 - June 2010
BeE WOMAN magazine 2005 - 2008
Family Publications, LTD 2002 - 2004
Morgan Stanley 2000 - 2001
Skills
Revit, Architectural Design, SketchUp, Sustainable Design, Design Research, BIM, AutoCAD, Green Building, Architectural Drawings, Architecture, Rendering, Sustainability, LEED, Photoshop, Sustainable Architecture, Illustrator, Concept Design, Graphic Design, Concept Development, Photography, Mixed-use, Vray, Rhino, Finance, Real Estate Development, Building Codes, Zoning, Financial Analysis, Passive Design, 3D visualization, Ecotect, Parametric Design, Urban, Site Planning, Rhino 3D, 3D rendering, Adobe Creative Suite, Construction Drawings, AutoCAD Architecture, Interior Design, Residential Design, Submittals, Urban Design, Architectures, LEED AP, Space Planning, Marketing
Education
New Jersey Institute of Technology 2009 — 2013
MASTERS OF ARCHITECTURE, ARCHITECTURE
Southern Methodist University 2002 — 2003
Masters in Business Administration
LIU Post 1997 — 2000
BS Finance, Finance, General
Skidmore College 1995 — 1996
Columbia Prep 1990 — 1994
SLCE Architects August 2015 - Present
J Frankl Associates, Inc. December 2014 - August 2015
Curtis + Ginsberg Architects LLP January 2014 - December 2014
Zenesis Design Build June 2011 - January 2014
AENArchitects May 2010 - September 2010
Family Publications, LTD April 2008 - June 2010
BeE WOMAN magazine 2005 - 2008
Family Publications, LTD 2002 - 2004
Morgan Stanley 2000 - 2001
Skills
Revit, Architectural Design, SketchUp, Sustainable Design, Design Research, BIM, AutoCAD, Green Building, Architectural Drawings, Architecture, Rendering, Sustainability, LEED, Photoshop, Sustainable Architecture, Illustrator, Concept Design, Graphic Design, Concept Development, Photography, Mixed-use, Vray, Rhino, Finance, Real Estate Development, Building Codes, Zoning, Financial Analysis, Passive Design, 3D visualization, Ecotect, Parametric Design, Urban, Site Planning, Rhino 3D, 3D rendering, Adobe Creative Suite, Construction Drawings, AutoCAD Architecture, Interior Design, Residential Design, Submittals, Urban Design, Architectures, LEED AP, Space Planning, Marketing
Education
New Jersey Institute of Technology 2009 — 2013
MASTERS OF ARCHITECTURE, ARCHITECTURE
Southern Methodist University 2002 — 2003
Masters in Business Administration
LIU Post 1997 — 2000
BS Finance, Finance, General
Skidmore College 1995 — 1996
Columbia Prep 1990 — 1994
Vincent Petrillo's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley July 2007 - December 2013
Credit Suisse 2003 - 2007
Island ECN 2001 - 2003
Taho Commerce Group 2000 - 2001
AIG 1998 - 2000
Sheridan Software ( Infragistics) 1995 - 1998
Cheyenne Software (Acquired by Computer Associates) 1992 - 1995
ICM Electronic Cash Management ( Acquired by Bottomline Technologies) 1991 - 1992
Skills
Software Quality..., Testing, Test Management, Test Planning, Process Improvement, Team Management, MS Project, MS Office Suite, Software Project..., Offshore Resource..., Remote Team Management, Quality Assurance, Quality Center, SDLC, Microsoft Office, Certified Scrum Master...
Education
SUNY Old Westbury 1988 — 1991
LIU Post 1986 — 1988
Morgan Stanley January 2014 - Present
Morgan Stanley July 2007 - December 2013
Credit Suisse 2003 - 2007
Island ECN 2001 - 2003
Taho Commerce Group 2000 - 2001
AIG 1998 - 2000
Sheridan Software ( Infragistics) 1995 - 1998
Cheyenne Software (Acquired by Computer Associates) 1992 - 1995
ICM Electronic Cash Management ( Acquired by Bottomline Technologies) 1991 - 1992
Skills
Software Quality..., Testing, Test Management, Test Planning, Process Improvement, Team Management, MS Project, MS Office Suite, Software Project..., Offshore Resource..., Remote Team Management, Quality Assurance, Quality Center, SDLC, Microsoft Office, Certified Scrum Master...
Education
SUNY Old Westbury 1988 — 1991
LIU Post 1986 — 1988
Mario Librizzi's Morgan Stanley Experience September 2007 - May 2010
Job Visibility Services Team Lead
Industry Computer Software
Experience
Infogix, Inc. April 2011 - Present
Invesco Ltd. June 2010 - October 2010
Morgan Stanley September 2007 - May 2010
Rescigno's Marketing Connections January 2007 - September 2007
AMS Direct dba Professional Education Institute May 2002 - August 2006
gomembers, Inc. March 2000 - October 2001
Best Buy July 1995 - February 2000
Skills
Photoshop, Enterprise Software, Troubleshooting, Training, Marketing, Access, Microsoft Office, Microsoft Excel, InDesign, PowerPoint, Outlook, Microsoft Word, Customer Service, Illustrator, SQL, Analysis, CRM, Social Media, Marketing Strategy, Management, Databases, Sales, Leadership, Time Management, Product Management, Human Resources, Process Improvement, Sales Operations
Education
Lewis University 2005 — 2008
Bachelor of Science (BS), Business Administration, Management Information Systems, 3.94/4.00
Morton College 1995 — 1997
Associate of Arts (AA), General Studies
University of Illinois at Urbana-Champaign 1994 — 1995
General Studies
Infogix, Inc. April 2011 - Present
Invesco Ltd. June 2010 - October 2010
Morgan Stanley September 2007 - May 2010
Rescigno's Marketing Connections January 2007 - September 2007
AMS Direct dba Professional Education Institute May 2002 - August 2006
gomembers, Inc. March 2000 - October 2001
Best Buy July 1995 - February 2000
Skills
Photoshop, Enterprise Software, Troubleshooting, Training, Marketing, Access, Microsoft Office, Microsoft Excel, InDesign, PowerPoint, Outlook, Microsoft Word, Customer Service, Illustrator, SQL, Analysis, CRM, Social Media, Marketing Strategy, Management, Databases, Sales, Leadership, Time Management, Product Management, Human Resources, Process Improvement, Sales Operations
Education
Lewis University 2005 — 2008
Bachelor of Science (BS), Business Administration, Management Information Systems, 3.94/4.00
Morton College 1995 — 1997
Associate of Arts (AA), General Studies
University of Illinois at Urbana-Champaign 1994 — 1995
General Studies
Salvatore LaSpisa's Morgan Stanley Experience December 1998 - November 2001
Job Managing Director at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC November 2001 - Present
Morgan Stanley December 1998 - November 2001
Fiduciary Trust Company June 1997 - December 1998
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Securities, Financial Modeling, Financial Analysis
Education
LIU Post 2005 — 2007
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
B.S., Finance
Colonial Consulting LLC November 2001 - Present
Morgan Stanley December 1998 - November 2001
Fiduciary Trust Company June 1997 - December 1998
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Securities, Financial Modeling, Financial Analysis
Education
LIU Post 2005 — 2007
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
B.S., Finance
Karen Bleakley Hasterok's Morgan Stanley Experience April 1991 - April 2001
Job Independent Legal Services Professional
Industry Legal Services
Experience
William V. Armentano, Esq. 2003 - 2005
Morgan Stanley April 1991 - April 2001
Education
LIU Post 2003 — 2003
ABA Paralegal Program
Muhlenberg College 1986 — 1990
William V. Armentano, Esq. 2003 - 2005
Morgan Stanley April 1991 - April 2001
Education
LIU Post 2003 — 2003
ABA Paralegal Program
Muhlenberg College 1986 — 1990
Megan Schatzman's Morgan Stanley Experience July 2010 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2010 - Present
Ernst & Young October 2008 - July 2010
Goldman Sachs June 2007 - August 2007
Skills
Series 7, Series 63, Series 24
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance, General
Morgan Stanley July 2010 - Present
Ernst & Young October 2008 - July 2010
Goldman Sachs June 2007 - August 2007
Skills
Series 7, Series 63, Series 24
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance, General
Flor Saltiel's Morgan Stanley Experience 1987 - 1990
Job VP Strategic Sourcing and Procurement at AXA Equitable
Industry Financial Services
Experience
AXA US October 2007 - Present
AXA US 2006 - October 2007
AXA US 2001 - 2006
AXA US 1997 - 2001
AXA US 1990 - 1997
Morgan Stanley 1987 - 1990
KPMG US 1984 - 1987
Skills
Business Process..., Process Improvement, Vendor Management, Risk Management, Change Management, Outsourcing, Financial Analysis, Financial Services, Accounting, Insurance, Banking, Business Analysis, Mergers & Acquisitions, Business Process, Management, Procurement, Sarbanes-Oxley Act, Strategy, Management Consulting, Strategic Sourcing, Financial Modeling, Finance, Leadership, Financial Risk, SDLC, Analysis, Strategic Financial..., Forecasting, Operational Excellence, Program Management, Contract Negotiation
Education
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Accounting
AXA US October 2007 - Present
AXA US 2006 - October 2007
AXA US 2001 - 2006
AXA US 1997 - 2001
AXA US 1990 - 1997
Morgan Stanley 1987 - 1990
KPMG US 1984 - 1987
Skills
Business Process..., Process Improvement, Vendor Management, Risk Management, Change Management, Outsourcing, Financial Analysis, Financial Services, Accounting, Insurance, Banking, Business Analysis, Mergers & Acquisitions, Business Process, Management, Procurement, Sarbanes-Oxley Act, Strategy, Management Consulting, Strategic Sourcing, Financial Modeling, Finance, Leadership, Financial Risk, SDLC, Analysis, Strategic Financial..., Forecasting, Operational Excellence, Program Management, Contract Negotiation
Education
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Accounting
Frank Lau's Morgan Stanley Experience May 2005 - March 2008
Job Trading at Seix Advisors
Industry Financial Services
Experience
Seix Advisors July 2013 - Present
Cantor Fitzgerald January 2013 - July 2013
Cantor Fitzgerald January 2010 - January 2013
Cantor Fitzgerald May 2009 - December 2009
Cantor Fitzgerald March 2008 - May 2009
Morgan Stanley May 2005 - March 2008
Nassau Asset Management May 2004 - May 2005
Education
LIU Post 2003 — 2007
B.S., Finance and Marketing
Seix Advisors July 2013 - Present
Cantor Fitzgerald January 2013 - July 2013
Cantor Fitzgerald January 2010 - January 2013
Cantor Fitzgerald May 2009 - December 2009
Cantor Fitzgerald March 2008 - May 2009
Morgan Stanley May 2005 - March 2008
Nassau Asset Management May 2004 - May 2005
Education
LIU Post 2003 — 2007
B.S., Finance and Marketing
Elaine Law's Morgan Stanley Experience April 2006 - November 2007
Job Vice President at ING Financial Markets, LLC
Industry Financial Services
Experience
ING Financial Markets, LLC January 2008 - Present
Morgan Stanley April 2006 - November 2007
Citigroup 2001 - 2006
New York Stock Exchange 1997 - 2000
Skills
15c3-1, 15c3-3, Sarbanes-Oxley, Financial Reporting, 17H reporting, Capital Markets, Fixed Income, Corporate Finance, Sarbanes-Oxley Act, Financial Analysis
Education
LIU Brooklyn 2001 — 2007
MBA, Finance
Pace University
ING Financial Markets, LLC January 2008 - Present
Morgan Stanley April 2006 - November 2007
Citigroup 2001 - 2006
New York Stock Exchange 1997 - 2000
Skills
15c3-1, 15c3-3, Sarbanes-Oxley, Financial Reporting, 17H reporting, Capital Markets, Fixed Income, Corporate Finance, Sarbanes-Oxley Act, Financial Analysis
Education
LIU Brooklyn 2001 — 2007
MBA, Finance
Pace University
Dan Senkiewicz's Morgan Stanley Experience April 1993 - October 1993
Job Owner at Finale Home Improvement, LLC
Industry Construction
Experience
Finale Home Improvement, LLC October 2007 - Present
Siemens Business Services August 1999 - September 2001
Unisys August 1996 - August 1999
The CD Group October 1995 - May 1996
JP Morgan October 1993 - July 1995
Morgan Stanley April 1993 - October 1993
Coopers & Lybrand June 1992 - April 1993
Education
LIU Post
Finale Home Improvement, LLC October 2007 - Present
Siemens Business Services August 1999 - September 2001
Unisys August 1996 - August 1999
The CD Group October 1995 - May 1996
JP Morgan October 1993 - July 1995
Morgan Stanley April 1993 - October 1993
Coopers & Lybrand June 1992 - April 1993
Education
LIU Post
Linda Salley, CFE's Morgan Stanley Experience 1986 - 1987
Job Director AML, Fraud & OFAC Governance
Industry Financial Services
Experience
Freddie Mac March 2015 - Present
Bedford Falls Consulting 2003 - 2015
Freddie Mac 2008 - 2010
Next Generation Choices Foundation 2008 - 2008
Fannie Mae 2005 - 2008
Navigant Consulting 2003 - 2005
Learning Tree International 2003 - 2003
Freddie Mac 1989 - 1996
Skyline Financial Services 1987 - 1989
Morgan Stanley 1986 - 1987
Skills
Credit, Process Improvement, Mortgage Lending, Risk Management, Program Management, Leadership, Loss Mitigation, Loan Servicing, Banking, Finance, Sarbanes-Oxley Act, Business Process..., Loans, Business Process..., Training, Enterprise Risk..., Financial Reporting, Accounting, Strategic Planning, Executive Management, Outsourcing, Financial Modeling
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
Lesley University
BS, Organizational Behavior
Southern New Hampshire University
AS, Business Management
Freddie Mac March 2015 - Present
Bedford Falls Consulting 2003 - 2015
Freddie Mac 2008 - 2010
Next Generation Choices Foundation 2008 - 2008
Fannie Mae 2005 - 2008
Navigant Consulting 2003 - 2005
Learning Tree International 2003 - 2003
Freddie Mac 1989 - 1996
Skyline Financial Services 1987 - 1989
Morgan Stanley 1986 - 1987
Skills
Credit, Process Improvement, Mortgage Lending, Risk Management, Program Management, Leadership, Loss Mitigation, Loan Servicing, Banking, Finance, Sarbanes-Oxley Act, Business Process..., Loans, Business Process..., Training, Enterprise Risk..., Financial Reporting, Accounting, Strategic Planning, Executive Management, Outsourcing, Financial Modeling
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
Lesley University
BS, Organizational Behavior
Southern New Hampshire University
AS, Business Management
Bret Petersen's Morgan Stanley Experience November 2002 - April 2011
Job Financial Advisor
Industry Financial Services
Experience
UBS Wealth Management April 2011 - Present
Morgan Stanley November 2002 - April 2011
Education
Lewis University 1998 — 2002
Finance & Accounting, Financial Planning and Services
UBS Wealth Management April 2011 - Present
Morgan Stanley November 2002 - April 2011
Education
Lewis University 1998 — 2002
Finance & Accounting, Financial Planning and Services
Tania Holman Brown's Morgan Stanley Experience 2005 - 2006
Job Syndicated Deal Administrator at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank 2009 - Present
Loan Star Hedge Fund Services 2008 - 2009
SunTrust Robinson Humphrey 2006 - 2008
JPMorgan Chase 2006 - 2006
Morgan Stanley 2005 - 2006
Stanfield Capital Partners 2000 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
LIU Post
BS, Accounting
SunTrust Bank 2009 - Present
Loan Star Hedge Fund Services 2008 - 2009
SunTrust Robinson Humphrey 2006 - 2008
JPMorgan Chase 2006 - 2006
Morgan Stanley 2005 - 2006
Stanfield Capital Partners 2000 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
LIU Post
BS, Accounting
Greg Major's Morgan Stanley Experience August 1996 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley August 1996 - January 2008
Education
LIU Post 1990 — 1994
Mitchell Jr College 1989 — 1992
BA
Morgan Stanley August 1996 - January 2008
Education
LIU Post 1990 — 1994
Mitchell Jr College 1989 — 1992
BA
Angela Moustakas's Morgan Stanley Experience January 2001 - December 2003
Job Vice President at KCG Holdings, Inc
Industry Financial Services
Experience
Knight Capital Group March 2006 - Present
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
Pershing 2003 - 2006
Morgan Stanley January 2001 - December 2003
Morgan Stanley 2001 - 2003
Skills
Series 7, Series 63, FINRA, Financial Services, Trading Systems, Equities, Bloomberg, Fixed Income, Trading, Market Data, Electronic Trading, Options, ETFs, Hedge Funds, Equity Trading, Securities, Capital Markets
Education
LIU Post 1996 — 2000
BAS, Business Finance Major
Knight Capital Group March 2006 - Present
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
Pershing 2003 - 2006
Morgan Stanley January 2001 - December 2003
Morgan Stanley 2001 - 2003
Skills
Series 7, Series 63, FINRA, Financial Services, Trading Systems, Equities, Bloomberg, Fixed Income, Trading, Market Data, Electronic Trading, Options, ETFs, Hedge Funds, Equity Trading, Securities, Capital Markets
Education
LIU Post 1996 — 2000
BAS, Business Finance Major
Danon A. Johnson's Morgan Stanley Experience September 2007 - 2008
Job Managing Director, Owner KPSS Investigations & Security, LLC
Industry Security and Investigations
Experience
KPSS Investigations & Security, LLC 1998 - Present
Deutsche Bank May 2008 - December 2008
Morgan Stanley September 2007 - 2008
Neuberger Berman February 2005 - September 2007
Instinet April 2004 - February 2005
Prime Charter Ltd January 1997 - April 2004
First Boston Investment Management January 1994 - September 1997
Goldman Sachs May 1991 - January 1994
Education
Long Island University, C.W. Post Campus 1985 — 2000
LIU Post 1985 — 1990
KPSS Investigations & Security, LLC 1998 - Present
Deutsche Bank May 2008 - December 2008
Morgan Stanley September 2007 - 2008
Neuberger Berman February 2005 - September 2007
Instinet April 2004 - February 2005
Prime Charter Ltd January 1997 - April 2004
First Boston Investment Management January 1994 - September 1997
Goldman Sachs May 1991 - January 1994
Education
Long Island University, C.W. Post Campus 1985 — 2000
LIU Post 1985 — 1990
Patrick Kelso's Morgan Stanley Experience January 2007 - June 2009
Job United States Air Force
Industry Military
Experience
United States Air Force January 2014 - Present
JPMorgan Chase April 2012 - December 2013
Chase Home Finance February 2010 - April 2012
Morgan Stanley January 2007 - June 2009
American Airlines October 2006 - January 2007
Skills
Quality Assurance, Auditing, Testing, Analysis, Business Analysis, Management, Process Improvement, Program Management, Project Management, Risk Management, Software Documentation, Training, Banking, Six Sigma, Leadership, Vendor Management
Education
Liberty University 2003 — 2006
Bachelor of Science (BS), Finance, General
United States Air Force January 2014 - Present
JPMorgan Chase April 2012 - December 2013
Chase Home Finance February 2010 - April 2012
Morgan Stanley January 2007 - June 2009
American Airlines October 2006 - January 2007
Skills
Quality Assurance, Auditing, Testing, Analysis, Business Analysis, Management, Process Improvement, Program Management, Project Management, Risk Management, Software Documentation, Training, Banking, Six Sigma, Leadership, Vendor Management
Education
Liberty University 2003 — 2006
Bachelor of Science (BS), Finance, General
Shannon Hart's Morgan Stanley Experience 2003 - 2007
Job Vice President at TPG Capital
Industry Financial Services
Experience
TPG Capital July 2012 - Present
Union Bank 2008 - 2012
Morgan Stanley 2003 - 2007
Federal Reserve Board 2000 - 2003
Skills
Capital Markets, Risk Management, Finance, Credit, Trading, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Banking, Investments, Asset Management, Real Estate Economics, Credit Analysis, Real Estate, Business Development, Hedge Funds
Education
University of Wisconsin-Madison 1995 — 2000
BBA, Economics; Finance, Investments and Banking
LIU Brooklyn
TPG Capital July 2012 - Present
Union Bank 2008 - 2012
Morgan Stanley 2003 - 2007
Federal Reserve Board 2000 - 2003
Skills
Capital Markets, Risk Management, Finance, Credit, Trading, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Banking, Investments, Asset Management, Real Estate Economics, Credit Analysis, Real Estate, Business Development, Hedge Funds
Education
University of Wisconsin-Madison 1995 — 2000
BBA, Economics; Finance, Investments and Banking
LIU Brooklyn
Nick Botta's Morgan Stanley Experience July 1986 - January 2010
Job Vice President, Product Management at DTCC
Industry Financial Services
Experience
Depository Trust and Clearing Corp. January 2010 - Present
Morgan Stanley July 1986 - January 2010
Skills
Equities, Fixed Income, Derivatives, Prime Brokerage, Series 7, Bonds, Capital Markets, Financial Risk, MBS, Risk Management
Education
LIU Post 1985 — 1987
MBA, Finance
Saint Bonaventure University 1982 — 1984
BBA, Management
Depository Trust and Clearing Corp. January 2010 - Present
Morgan Stanley July 1986 - January 2010
Skills
Equities, Fixed Income, Derivatives, Prime Brokerage, Series 7, Bonds, Capital Markets, Financial Risk, MBS, Risk Management
Education
LIU Post 1985 — 1987
MBA, Finance
Saint Bonaventure University 1982 — 1984
BBA, Management
Jeremy Dinnel, MBA's Morgan Stanley Experience February 2007 - November 2007
Job Management Resident at Loma Linda University Health
Industry Hospital & Health Care
Experience
Loma Linda University Health June 2015 - Present
Loma Linda University Medical Center September 2013 - May 2015
Loma Linda University Health September 2014 - December 2014
Arrowhead Orthopaedics October 2013 - September 2014
Imaging Healthcare Specialists March 2006 - September 2013
Siemens Healthcare May 2008 - September 2008
Morgan Stanley February 2007 - November 2007
Scripps Health November 2002 - March 2006
North Memorial Health Care October 1999 - November 2002
Skills
Healthcare, PACS, Medical Imaging, Healthcare Management, Radiology, Hospitals
Education
Loma Linda University 2012 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.87
University of Phoenix 2004 — 2006
Bachelors of Science, Business, Finance
Normandale Community College 1997 — 1999
Associates in Applied Science, Radiologic Technology/Science - Radiographer
Fairview-University School of Radiology 1998 — 1999
Certificate of Radiologic Technology, Radiologic Technology/Science - Radiographer
Loma Linda University Health June 2015 - Present
Loma Linda University Medical Center September 2013 - May 2015
Loma Linda University Health September 2014 - December 2014
Arrowhead Orthopaedics October 2013 - September 2014
Imaging Healthcare Specialists March 2006 - September 2013
Siemens Healthcare May 2008 - September 2008
Morgan Stanley February 2007 - November 2007
Scripps Health November 2002 - March 2006
North Memorial Health Care October 1999 - November 2002
Skills
Healthcare, PACS, Medical Imaging, Healthcare Management, Radiology, Hospitals
Education
Loma Linda University 2012 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.87
University of Phoenix 2004 — 2006
Bachelors of Science, Business, Finance
Normandale Community College 1997 — 1999
Associates in Applied Science, Radiologic Technology/Science - Radiographer
Fairview-University School of Radiology 1998 — 1999
Certificate of Radiologic Technology, Radiologic Technology/Science - Radiographer
Twinkle Desai's Morgan Stanley Experience 2005 - February 2007
Job Cloud Infra IaaS / PaaS / Devops
Industry Retail
Experience
Walmart eCommerce May 2013 - Present
Walmart eCommerce May 2012 - May 2013
Walmart.com March 2010 - May 2012
walmart.com May 2007 - March 2010
Walmart eCommerce February 2007 - May 2007
Morgan Stanley 2005 - February 2007
Skills
DevOps, OpenStack, IaaS, Cloud Computing, Cloud Computing IaaS, Operational Excellence, Agile Methodologies, Unix, Private Cloud, SOA, Perl, Web Services, Enterprise Architecture, SDLC, Software Development, Software Project..., E-commerce, Program Management, Scrum, Java, Distributed Systems, Solaris, Enterprise Software, Linux, Management, Application Lifecycle..., Red Hat Linux, Solaris Zones, Solaris Volume Manager, Veritas Cluster Server, People Management, Problem Management, Customer Service, Integration, Data Center, Scalability, SaaS, Tomcat, Strategy, Networking
Education
Lincoln University (NZ)
Master of Science (MS), Computer and Information Sciences and Support Services
University of Mumbai
Electronics and Telecommunication
Walmart eCommerce May 2013 - Present
Walmart eCommerce May 2012 - May 2013
Walmart.com March 2010 - May 2012
walmart.com May 2007 - March 2010
Walmart eCommerce February 2007 - May 2007
Morgan Stanley 2005 - February 2007
Skills
DevOps, OpenStack, IaaS, Cloud Computing, Cloud Computing IaaS, Operational Excellence, Agile Methodologies, Unix, Private Cloud, SOA, Perl, Web Services, Enterprise Architecture, SDLC, Software Development, Software Project..., E-commerce, Program Management, Scrum, Java, Distributed Systems, Solaris, Enterprise Software, Linux, Management, Application Lifecycle..., Red Hat Linux, Solaris Zones, Solaris Volume Manager, Veritas Cluster Server, People Management, Problem Management, Customer Service, Integration, Data Center, Scalability, SaaS, Tomcat, Strategy, Networking
Education
Lincoln University (NZ)
Master of Science (MS), Computer and Information Sciences and Support Services
University of Mumbai
Electronics and Telecommunication
Louis Ferrara's Morgan Stanley Experience March 2005 - May 2008
Job Telephone Service Representative at Social Security Administration
Industry Financial Services
Experience
Social Security Administration September 2008 - June 2014
MORGAN STANLEY March 2005 - May 2008
PRUDENTIAL SECURITIES September 2003 - December 2004
GOLDMAN SACHS & COMPANY January 1984 - November 2002
Skills
Settlement, Financial Services, Securities, Analysis, Project Management, Prime Brokerage, Equities, Risk Management, Trading, Finance, Mutual Funds, Insurance, Banking, Fixed Income, Business Analysis, Bloomberg, Investment Banking
Education
LIU Brooklyn 1987 — 1989
MBA, Business Management
Wagner College 1972 — 1975
BA, History
Social Security Administration September 2008 - June 2014
MORGAN STANLEY March 2005 - May 2008
PRUDENTIAL SECURITIES September 2003 - December 2004
GOLDMAN SACHS & COMPANY January 1984 - November 2002
Skills
Settlement, Financial Services, Securities, Analysis, Project Management, Prime Brokerage, Equities, Risk Management, Trading, Finance, Mutual Funds, Insurance, Banking, Fixed Income, Business Analysis, Bloomberg, Investment Banking
Education
LIU Brooklyn 1987 — 1989
MBA, Business Management
Wagner College 1972 — 1975
BA, History
Michael Zaladonis's Morgan Stanley Experience 1994 - 1997
Job Head of Enterprise Solutions Custodians and Sell Side, Americas at Bloomberg
Industry Financial Services
Experience
Bloomberg September 2010 - Present
Bloomberg December 2008 - September 2010
Standard and Poor's December 2007 - November 2008
UBS Wealth Management December 2006 - December 2007
Strategic Capital Development, LLC 2003 - 2006
UBS Investment Bank January 1999 - May 2002
Merrill Lynch June 1997 - 1998
Morgan Stanley 1994 - 1997
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg
Education
Lehigh University - College of Business and Economics
BS/BA, Finance/Economics
The University of Chicago Booth School of Business
MBA, Finance
Bloomberg September 2010 - Present
Bloomberg December 2008 - September 2010
Standard and Poor's December 2007 - November 2008
UBS Wealth Management December 2006 - December 2007
Strategic Capital Development, LLC 2003 - 2006
UBS Investment Bank January 1999 - May 2002
Merrill Lynch June 1997 - 1998
Morgan Stanley 1994 - 1997
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg
Education
Lehigh University - College of Business and Economics
BS/BA, Finance/Economics
The University of Chicago Booth School of Business
MBA, Finance
James Shiles's Morgan Stanley Experience 2007 - February 2011
Job Chief Operating Officer, Guggenheim Commercial Real Estate Finance
Industry Real Estate
Experience
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
Vincent Pfalzer's Morgan Stanley Experience June 1986 - November 1996
Job Senior Consultant at Scotia Bank (USA) Inc
Industry Financial Services
Experience
Scotia Bank (USA) Inc April 2015 - Present
Softek June 2011 - Present
Broadridge Financial Solutions April 2014 - June 2014
Deutsche Bank November 1996 - November 2010
Credit Suisse 2005 - 2006
Morgan Stanley June 1986 - November 1996
Skills
Margin/Cross Product..., Prime Brokerage, Portfolio Margin, Risk Assessment, Project Management, Securities Regulation, Operations Management, Client Service, Hedge Funds, Securities, Portfolio Management, Financial Services, Fixed Income, Financial Risk, Trading Systems, Options, Alternative Investments, Derivatives, Back Office, Capital Markets, Equities, Series 7, Settlement, Investment Banking, Electronic Trading, Trading, Corporate Actions, Bloomberg, Middle Office, Bonds, Series 63
Education
LIU Post
BFA, Education
Scotia Bank (USA) Inc April 2015 - Present
Softek June 2011 - Present
Broadridge Financial Solutions April 2014 - June 2014
Deutsche Bank November 1996 - November 2010
Credit Suisse 2005 - 2006
Morgan Stanley June 1986 - November 1996
Skills
Margin/Cross Product..., Prime Brokerage, Portfolio Margin, Risk Assessment, Project Management, Securities Regulation, Operations Management, Client Service, Hedge Funds, Securities, Portfolio Management, Financial Services, Fixed Income, Financial Risk, Trading Systems, Options, Alternative Investments, Derivatives, Back Office, Capital Markets, Equities, Series 7, Settlement, Investment Banking, Electronic Trading, Trading, Corporate Actions, Bloomberg, Middle Office, Bonds, Series 63
Education
LIU Post
BFA, Education
Elaine Law's Morgan Stanley Experience April 2006 - November 2007
Job MANAGER at ING
Industry Financial Services
Experience
ING January 2008 - Present
Morgan Stanley April 2006 - November 2007
Education
LIU Brooklyn 2003 — 2007
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
Bachelor, Accounting
ING January 2008 - Present
Morgan Stanley April 2006 - November 2007
Education
LIU Brooklyn 2003 — 2007
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
Bachelor, Accounting
Maria Espinal-Hernandez's Morgan Stanley Experience 2003 - 2005
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2005 - Present
Morgan Stanley 2003 - 2005
Accenture February 2000 - May 2002
Education
New York University 1997 — 1999
Information Technology
LIU Post 1992 — 1997
B.S., Mathmatics/Physics
Credit Suisse August 2005 - Present
Morgan Stanley 2003 - 2005
Accenture February 2000 - May 2002
Education
New York University 1997 — 1999
Information Technology
LIU Post 1992 — 1997
B.S., Mathmatics/Physics
Meghan Gervase's Morgan Stanley Experience May 2011 - May 2014
Job NPA Risk Management at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2014 - Present
Morgan Stanley May 2011 - May 2014
Barclays Capital October 2008 - April 2011
Lehman Brothers 2007 - 2008
Citigroup June 2006 - July 2007
Skills
Capital Markets, Financial Reporting, Financial Risk, Finance, Credit Risk, Loans, Trading
Education
LIU Post 2004 — 2006
BS, Finance
Deutsche Bank June 2014 - Present
Morgan Stanley May 2011 - May 2014
Barclays Capital October 2008 - April 2011
Lehman Brothers 2007 - 2008
Citigroup June 2006 - July 2007
Skills
Capital Markets, Financial Reporting, Financial Risk, Finance, Credit Risk, Loans, Trading
Education
LIU Post 2004 — 2006
BS, Finance
Nicole Guy's Morgan Stanley Experience August 2000 - September 2007
Job Vice President at JPM
Industry Banking
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan September 2007 - June 2013
Morgan Stanley Investment Management August 2000 - September 2007
Morgan Stanley August 2000 - September 2007
Morgan Stanley Investment Management - London January 2004 - December 2004
Oppenheimer Capital March 1994 - August 2000
Dreyfus 1992 - 1993
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Global Custody, Capital Markets, Asset Managment, Middle Office, Electronic Trading, Swaps, Investment Banking, Bonds, Asset Allocation, Financial Risk, Trading Systems, Series 7, Investments, Bloomberg, Corporate Actions, Trading, Emerging Markets, Asset Management, Derivatives, Alternative Investments, Risk Management, Cash Management, Banking, Securities Lending, Back Office, Relationship Management, Equity Derivatives, Portfolio Management, Fund Administration, Options
Education
LIU Post 1989 — 1992
BS, Business Administration
J.P. Morgan June 2013 - Present
J.P. Morgan September 2007 - June 2013
Morgan Stanley Investment Management August 2000 - September 2007
Morgan Stanley August 2000 - September 2007
Morgan Stanley Investment Management - London January 2004 - December 2004
Oppenheimer Capital March 1994 - August 2000
Dreyfus 1992 - 1993
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Global Custody, Capital Markets, Asset Managment, Middle Office, Electronic Trading, Swaps, Investment Banking, Bonds, Asset Allocation, Financial Risk, Trading Systems, Series 7, Investments, Bloomberg, Corporate Actions, Trading, Emerging Markets, Asset Management, Derivatives, Alternative Investments, Risk Management, Cash Management, Banking, Securities Lending, Back Office, Relationship Management, Equity Derivatives, Portfolio Management, Fund Administration, Options
Education
LIU Post 1989 — 1992
BS, Business Administration
Rex Macapobre's Morgan Stanley Experience 2000 - 2005
Job AML Enterprise Initiatives & Projects Officer at TD Securities (USA) LLC
Industry Capital Markets
Experience
TD Securities (USA) LLC November 2012 - Present
TD Securities (USA) LLC May 2011 - November 2012
RBC Capital Markets October 2005 - July 2011
Morgan Stanley 2000 - 2005
Skills
AML, Securities, KYC, OFAC, Hedge Funds, Financial Risk, Bank Secrecy Act, USA PATRIOT Act, Capital Markets, Risk Assessment, FINRA, Regulations, Due Diligence, Anti Money Laundering, Auditing, Policy, Prime Brokerage
Education
LIU Brooklyn 1993 — 1998
BA, Political Science
TD Securities (USA) LLC November 2012 - Present
TD Securities (USA) LLC May 2011 - November 2012
RBC Capital Markets October 2005 - July 2011
Morgan Stanley 2000 - 2005
Skills
AML, Securities, KYC, OFAC, Hedge Funds, Financial Risk, Bank Secrecy Act, USA PATRIOT Act, Capital Markets, Risk Assessment, FINRA, Regulations, Due Diligence, Anti Money Laundering, Auditing, Policy, Prime Brokerage
Education
LIU Brooklyn 1993 — 1998
BA, Political Science
Alan Sarhis's Morgan Stanley Experience July 2006 - November 2008
Job AVP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Morgan Stanley July 2006 - November 2008
Morgan Stanley 1999 - 2006
Morgan Stanley 1996 - 1999
Morgan Stanley 1994 - 1996
Salomon Brothers 1988 - 1993
Goldman Sachs 1978 - 1988
Skills
Prime Brokerage, Risk, Hedge Funds, Financial Reporting, Operational Risk, Budgeting, Equities, Securities, Risk Management, Vendor Management, Financial Analysis, Business Analysis, Series 7, Operational Risk..., Derivatives, Financial Risk, Finance, Middle Office, Analysis, Budgets, Financial Services, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Trading Systems, FX Options, Portfolio Management, Equity Derivatives
Education
LIU Brooklyn 1984 — 1988
MBA, Finance, Accounting, Economics, Management
Pace University 1979 — 1984
BBA, Business Administration
The University of Connecticut 1975 — 1977
Barclays Capital February 2010 - Present
Morgan Stanley July 2006 - November 2008
Morgan Stanley 1999 - 2006
Morgan Stanley 1996 - 1999
Morgan Stanley 1994 - 1996
Salomon Brothers 1988 - 1993
Goldman Sachs 1978 - 1988
Skills
Prime Brokerage, Risk, Hedge Funds, Financial Reporting, Operational Risk, Budgeting, Equities, Securities, Risk Management, Vendor Management, Financial Analysis, Business Analysis, Series 7, Operational Risk..., Derivatives, Financial Risk, Finance, Middle Office, Analysis, Budgets, Financial Services, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Trading Systems, FX Options, Portfolio Management, Equity Derivatives
Education
LIU Brooklyn 1984 — 1988
MBA, Finance, Accounting, Economics, Management
Pace University 1979 — 1984
BBA, Business Administration
The University of Connecticut 1975 — 1977
Marc Waldman's Morgan Stanley Experience February 1986 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - Present
Morgan Stanley February 1986 - Present
Morgan Stanley 1986 - 2009
Skills
IT Management, Project Management, Management, Team Leadership, CRM, Voice Networking, Series 7, Thought Leadership, Program Management, Risk Management, Asset Management, Vendor Management, Data Network
Education
University of Iowa 1973 — 1975
M.A., Administration
LIU Post 1967 — 1973
B.A., History
Pace University
Certificate, Project Management
Morgan Stanley Smith Barney 2009 - Present
Morgan Stanley February 1986 - Present
Morgan Stanley 1986 - 2009
Skills
IT Management, Project Management, Management, Team Leadership, CRM, Voice Networking, Series 7, Thought Leadership, Program Management, Risk Management, Asset Management, Vendor Management, Data Network
Education
University of Iowa 1973 — 1975
M.A., Administration
LIU Post 1967 — 1973
B.A., History
Pace University
Certificate, Project Management
William J. Vogt's Morgan Stanley Experience July 2009 - Present
Job U.S. Flag Freight & Demurrage Negotiator at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley July 2009 - Present
Bouchard Transportation Co., Inc. August 1998 - January 2009
RAD Energy September 1984 - September 1997
Skills
Risk Assessment, Leadership, Petroleum, Energy, Contract Negotiation, Contract Management, Purchasing, Microsoft Excel, Logistics, Negotiation, Transportation, Risk Management, Strategic Planning, Shipping, Financial Analysis, Operations Management
Education
LIU Post 1969 — 1973
Bachelor of Science, Business Management
Morgan Stanley July 2009 - Present
Bouchard Transportation Co., Inc. August 1998 - January 2009
RAD Energy September 1984 - September 1997
Skills
Risk Assessment, Leadership, Petroleum, Energy, Contract Negotiation, Contract Management, Purchasing, Microsoft Excel, Logistics, Negotiation, Transportation, Risk Management, Strategic Planning, Shipping, Financial Analysis, Operations Management
Education
LIU Post 1969 — 1973
Bachelor of Science, Business Management
Scott Katz's Morgan Stanley Experience June 2005 - November 2006
Job Manager at The Structure Group
Industry Financial Services
Experience
The Structure Group January 2015 - Present
Sapient Global Markets October 2013 - November 2014
BP February 2013 - August 2013
BP July 2012 - January 2013
Statoil February 2012 - May 2012
RWE Trading April 2011 - October 2011
OpenLink Financial June 2008 - April 2011
Goldman Sachs Asset Management December 2006 - March 2008
Morgan Stanley June 2005 - November 2006
Skills
ETRM, Commodity, Oil, Commodities, Endur, Openlink, Energy Trading, Trading Systems, Commodity Markets, Derivatives, Energy, Energy Markets, Natural Gas, Hedging, Trading, Commodity Risk..., Market Risk, FX Options, Middle Office, Swaps, Options, Market Data, Back Office, Interest Rate..., Electronic Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Risk Management, Bloomberg, Settlement, Capital Markets
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor, Finance & Economics
Scarsdale High School 1998 — 2001
The Structure Group January 2015 - Present
Sapient Global Markets October 2013 - November 2014
BP February 2013 - August 2013
BP July 2012 - January 2013
Statoil February 2012 - May 2012
RWE Trading April 2011 - October 2011
OpenLink Financial June 2008 - April 2011
Goldman Sachs Asset Management December 2006 - March 2008
Morgan Stanley June 2005 - November 2006
Skills
ETRM, Commodity, Oil, Commodities, Endur, Openlink, Energy Trading, Trading Systems, Commodity Markets, Derivatives, Energy, Energy Markets, Natural Gas, Hedging, Trading, Commodity Risk..., Market Risk, FX Options, Middle Office, Swaps, Options, Market Data, Back Office, Interest Rate..., Electronic Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Risk Management, Bloomberg, Settlement, Capital Markets
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor, Finance & Economics
Scarsdale High School 1998 — 2001
Michelle Battista's Morgan Stanley Experience August 2000 - November 2002
Job Experienced Office Manager/Administrative Assistant
Industry Education Management
Experience
Sunny Days August 2007 - Present
JC Penney December 2004 - May 2008
Morgan Stanley August 2000 - November 2002
Skills
Office Management, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Outlook, Teaching, Data Entry, Access, Time Management, Research, Invoicing, Account Reconciliation, Administrative..., Editing, Project Management, Accounts Payable, Office Equipment, Spreadsheets, Training, Hair Care, Office Administration
Education
Hair Design Institute 2003 — 2004
Certificate, Cosmetology
La Scuola Lorenzo di Medici, Florence 2000 — 2000
N/A, Intensive Italian
LIU Post 1994 — 1998
BA, History Education
Sunny Days August 2007 - Present
JC Penney December 2004 - May 2008
Morgan Stanley August 2000 - November 2002
Skills
Office Management, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Outlook, Teaching, Data Entry, Access, Time Management, Research, Invoicing, Account Reconciliation, Administrative..., Editing, Project Management, Accounts Payable, Office Equipment, Spreadsheets, Training, Hair Care, Office Administration
Education
Hair Design Institute 2003 — 2004
Certificate, Cosmetology
La Scuola Lorenzo di Medici, Florence 2000 — 2000
N/A, Intensive Italian
LIU Post 1994 — 1998
BA, History Education
Lee Blount's Morgan Stanley Experience August 1995 - October 2008
Job CFP®, CIMA®, Wealth Advisor, VP of Wealth Management
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley August 1995 - October 2008
Skills
Finance, Management, Wealth Management
Education
Loma Linda University 1995 — 1997
MPH, Public Health
The University of New Mexico
Bachelor of Science, Life Sciences and Secondary Education
UBS October 2008 - Present
Morgan Stanley August 1995 - October 2008
Skills
Finance, Management, Wealth Management
Education
Loma Linda University 1995 — 1997
MPH, Public Health
The University of New Mexico
Bachelor of Science, Life Sciences and Secondary Education
RadhaKishan Billa's Morgan Stanley Experience April 2013 - Present
Job Sr. Business Analayst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Barclays Capital December 2009 - February 2013
AllianceBernstein June 2006 - October 2009
Deutsche Bank November 2003 - June 2006
IT C.W.POST, Long Island University November 2001 - November 2003
Skills
SDLC, Business Analysis, Fixed Income, Data Modeling, PL/SQL, Risk Management, Software Project..., Requirements Analysis, SQL, Data Warehousing, User Acceptance Testing, Management, Trading Systems
Education
LIU Post 2003 — 2004
MBA, Finance, Marketing
LIU Brooklyn 2000 — 2002
MS, Computer Science
Madurai Kamaraj University 1996 — 2000
B.Tech, Computer Science
Morgan Stanley April 2013 - Present
Barclays Capital December 2009 - February 2013
AllianceBernstein June 2006 - October 2009
Deutsche Bank November 2003 - June 2006
IT C.W.POST, Long Island University November 2001 - November 2003
Skills
SDLC, Business Analysis, Fixed Income, Data Modeling, PL/SQL, Risk Management, Software Project..., Requirements Analysis, SQL, Data Warehousing, User Acceptance Testing, Management, Trading Systems
Education
LIU Post 2003 — 2004
MBA, Finance, Marketing
LIU Brooklyn 2000 — 2002
MS, Computer Science
Madurai Kamaraj University 1996 — 2000
B.Tech, Computer Science
Robert Fagnani's Morgan Stanley Experience June 2009 - July 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Morgan Stanley June 2009 - July 2013
SEI June 2008 - August 2008
KPMG LLP May 2006 - July 2006
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelors of Science in Business and Economics, Finance and Accounting
St. Joseph's Prep 2001 — 2005
The Boston Consulting Group September 2015 - Present
Morgan Stanley June 2009 - July 2013
SEI June 2008 - August 2008
KPMG LLP May 2006 - July 2006
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelors of Science in Business and Economics, Finance and Accounting
St. Joseph's Prep 2001 — 2005
Oleg Reingold's Morgan Stanley Experience 2000 - 2009
Job Sr. Tax Manager at Marubeni Corporation
Industry Import and Export
Experience
Marubeni America Corporation 2008 - Present
Morgan Stanley 2000 - 2009
Education
LIU Post
M.S., Accounting
Marubeni America Corporation 2008 - Present
Morgan Stanley 2000 - 2009
Education
LIU Post
M.S., Accounting
glenn firestone's Morgan Stanley Experience January 2001 - May 2007
Job Managing Director, Global Head Commission Management at CLSA
Industry Investment Banking
Experience
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
Patrick Kirkland's Morgan Stanley Experience December 2012 - June 2013
Job Enterprise Project Manager at EY
Industry Investment Banking
Experience
ERNST & YOUNG February 2015 - Present
HCL Technologies May 2014 - February 2015
MACQUARIE GROUP LIMITED October 2013 - March 2014
MORGAN STANLEY December 2012 - June 2013
LIFE TECHNOLOGIES March 2012 - December 2012
AIG GLOBAL INVESTMENT GROUP October 2010 - February 2012
Deutsche Bank September 2007 - October 2010
JPMORGAN CHASE August 2005 - September 2007
EMC CORPORATION December 2004 - August 2005
Hospital for Special Surgery April 2004 - November 2004
Skills
ITIL, Data Center, IT Management, SDLC, Program Management, Security, Active Directory, Servers, Project Management, IT Operations, Project Portfolio..., Virtualization, Databases, Enterprise Software, Management
Education
LIU Brooklyn 1991 — 1994
ERNST & YOUNG February 2015 - Present
HCL Technologies May 2014 - February 2015
MACQUARIE GROUP LIMITED October 2013 - March 2014
MORGAN STANLEY December 2012 - June 2013
LIFE TECHNOLOGIES March 2012 - December 2012
AIG GLOBAL INVESTMENT GROUP October 2010 - February 2012
Deutsche Bank September 2007 - October 2010
JPMORGAN CHASE August 2005 - September 2007
EMC CORPORATION December 2004 - August 2005
Hospital for Special Surgery April 2004 - November 2004
Skills
ITIL, Data Center, IT Management, SDLC, Program Management, Security, Active Directory, Servers, Project Management, IT Operations, Project Portfolio..., Virtualization, Databases, Enterprise Software, Management
Education
LIU Brooklyn 1991 — 1994
Pravato Jeff's Morgan Stanley Experience 1996 - 2006
Job RBC Capital Markets, Director Institutional Sales Trader
Industry Investment Banking
Experience
RBC Capital Markets MayorVillage of massapequa parkJune 2013 - Present
Schechter School of Long Island May 2012 - Present
Incorporated village of massapequa park 2002 - Present
Morgan Stanley 1996 - 2006
Skills
Equities, Capital Markets, Hedge Funds, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Derivatives, Series 7, Options, Equity Trading, Trading
Education
LIU Post 1989 — 1991
Bachelor's, Marketing
RBC Capital Markets MayorVillage of massapequa parkJune 2013 - Present
Schechter School of Long Island May 2012 - Present
Incorporated village of massapequa park 2002 - Present
Morgan Stanley 1996 - 2006
Skills
Equities, Capital Markets, Hedge Funds, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Derivatives, Series 7, Options, Equity Trading, Trading
Education
LIU Post 1989 — 1991
Bachelor's, Marketing
Gimmie Wong's Morgan Stanley Experience April 2004 - September 2005
Job HR Coordinator for Benefits and Compensation at National Grid
Industry Utilities
Experience
National Grid November 2010 - Present
National Grid June 2011 - September 2011
National Grid November 2007 - November 2010
Lexington Partners January 2006 - July 2007
Morgan Stanley April 2004 - September 2005
Deutsche Bank November 2000 - October 2002
Education
Long Island University, Brooklyn Campus 1993 — 2000
MS/BS, Business
National Grid November 2010 - Present
National Grid June 2011 - September 2011
National Grid November 2007 - November 2010
Lexington Partners January 2006 - July 2007
Morgan Stanley April 2004 - September 2005
Deutsche Bank November 2000 - October 2002
Education
Long Island University, Brooklyn Campus 1993 — 2000
MS/BS, Business
Charles Wambua's Morgan Stanley Experience May 2013 - Present
Job Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2013 - Present
J.P. Morgan November 2006 - May 2013
Citi February 2006 - November 2006
Skills
Investment Banking, Capital Markets, Corporate Finance, Trading, Financial Modeling, Loans, Investments, Equities
Education
Lincoln University 2001 — 2004
Bachelor of Finance and Banking
Morgan Stanley May 2013 - Present
J.P. Morgan November 2006 - May 2013
Citi February 2006 - November 2006
Skills
Investment Banking, Capital Markets, Corporate Finance, Trading, Financial Modeling, Loans, Investments, Equities
Education
Lincoln University 2001 — 2004
Bachelor of Finance and Banking
Kieran Kearney's Morgan Stanley Experience December 2012 - April 2014
Job Director of Life Safety & Security at Taconic Management Company LLC
Industry Facilities Services
Experience
Taconic Management Company LLC April 2014 - Present
Morgan Stanley December 2012 - April 2014
Hines August 2000 - December 2012
Tishman Speyer February 1999 - August 2000
Skills
Microsoft Office, Emergency Management, Customer Service, Public Safety, Teaching, Public Speaking, Cpr Certified, Policy, Government, Supervisory Skills, Fire Safety, Security Management, Facilities Management, Fire Management, Private Investigations, Contract Management, Budgets, Fire Protection, Risk Assessment, Contract Negotiation, Security, Process Scheduler, Physical Security, Management, Project Management, Security Operations, Crisis Management, Surveillance, Risk Management, Business Continuity, Training, Investigation, Operations Management, Team Building, Project Planning, Internal Investigations, Executive Protection, Program Management, Alarm Systems, CCTV, Fire Alarm, Disaster Response, Property Management, Corporate Real Estate, Access Control, Asset Management, Construction, Energy Management, Lease Administration, HVAC
Education
Limerick Institute of Technology 1983 — 1985
Computer and Information Sciences and Support Services
Taconic Management Company LLC April 2014 - Present
Morgan Stanley December 2012 - April 2014
Hines August 2000 - December 2012
Tishman Speyer February 1999 - August 2000
Skills
Microsoft Office, Emergency Management, Customer Service, Public Safety, Teaching, Public Speaking, Cpr Certified, Policy, Government, Supervisory Skills, Fire Safety, Security Management, Facilities Management, Fire Management, Private Investigations, Contract Management, Budgets, Fire Protection, Risk Assessment, Contract Negotiation, Security, Process Scheduler, Physical Security, Management, Project Management, Security Operations, Crisis Management, Surveillance, Risk Management, Business Continuity, Training, Investigation, Operations Management, Team Building, Project Planning, Internal Investigations, Executive Protection, Program Management, Alarm Systems, CCTV, Fire Alarm, Disaster Response, Property Management, Corporate Real Estate, Access Control, Asset Management, Construction, Energy Management, Lease Administration, HVAC
Education
Limerick Institute of Technology 1983 — 1985
Computer and Information Sciences and Support Services
Himanshu Shekhar Jha's Morgan Stanley Experience January 1999 - June 2007
Job Citi Group
Industry Financial Services
Experience
Citi June 2007 - Present
Morgan Stanley January 1999 - June 2007
IMI Systems Inc ( Ajilon Consulting) September 1986 - December 1998
Skills
DB2, XML Tools, Competitive Analysis, FTP, XML, SQL, SDLC, CICS, COBOL, Capital Markets, Business Analysis
Education
Long Island University, Brooklyn Campus
MBA, Inforamtion Technology
New York Institute of Technology
MS, Computer Scinece
Citi June 2007 - Present
Morgan Stanley January 1999 - June 2007
IMI Systems Inc ( Ajilon Consulting) September 1986 - December 1998
Skills
DB2, XML Tools, Competitive Analysis, FTP, XML, SQL, SDLC, CICS, COBOL, Capital Markets, Business Analysis
Education
Long Island University, Brooklyn Campus
MBA, Inforamtion Technology
New York Institute of Technology
MS, Computer Scinece
Maria Cordes's Morgan Stanley Experience September 2012 - Present
Job Director Operations at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2012 - Present
New Millennium Bank 2009 - May 2012
CardWorks Servicing, LLC August 1997 - December 2009
Chase 1996 - August 1997
Skills
Vendor Relations, Data Entry, Credit, Banking, Marketing, Program Management, Payment Systems, Risk Management, Financial Services, Finance, Analysis, Financial Analysis, Business Analysis
Education
LIU Post
Bachelor of Science, Elementry Education
Nassau Community College
Associate Degree, Marketing
Morgan Stanley September 2012 - Present
New Millennium Bank 2009 - May 2012
CardWorks Servicing, LLC August 1997 - December 2009
Chase 1996 - August 1997
Skills
Vendor Relations, Data Entry, Credit, Banking, Marketing, Program Management, Payment Systems, Risk Management, Financial Services, Finance, Analysis, Financial Analysis, Business Analysis
Education
LIU Post
Bachelor of Science, Elementry Education
Nassau Community College
Associate Degree, Marketing
Etienne Regis's Morgan Stanley Experience July 2005 - November 2007
Job Owner, Quizno's
Industry Food & Beverages
Experience
Quizno's June 2010 - Present
Bank of America November 2007 - January 2008
Morgan Stanley July 2005 - November 2007
Skills
??????
Education
Lesley College
Master of Science, Management
Wentworth Institute of Technology
Electronic
Quizno's June 2010 - Present
Bank of America November 2007 - January 2008
Morgan Stanley July 2005 - November 2007
Skills
??????
Education
Lesley College
Master of Science, Management
Wentworth Institute of Technology
Electronic
Scott Kamber's Morgan Stanley Experience January 1998 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1998 - Present
PwC September 1995 - December 1998
Bank of America September 1992 - August 1995
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Analysis, Hedge Funds, Valuation, Portfolio Management, Corporate Finance, Asset Management, Financial Services, Risk Management, Securities, Due Diligence, Strategic Financial..., Finance, Wealth Management, Equities, Investment Banking
Education
Long Island University 1993 — 1995
Master of Business Administration (MBA), International Finance
Long Island University, C.W. Post Campus 1989 — 1991
Bachelor of Science (BS), Finance, General
Morgan Stanley January 1998 - Present
PwC September 1995 - December 1998
Bank of America September 1992 - August 1995
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Analysis, Hedge Funds, Valuation, Portfolio Management, Corporate Finance, Asset Management, Financial Services, Risk Management, Securities, Due Diligence, Strategic Financial..., Finance, Wealth Management, Equities, Investment Banking
Education
Long Island University 1993 — 1995
Master of Business Administration (MBA), International Finance
Long Island University, C.W. Post Campus 1989 — 1991
Bachelor of Science (BS), Finance, General
Laurie Juster's Morgan Stanley Experience February 2000 - August 2007
Job Client Services Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 2014 - Present
Merrill LynchClient Associate August 2007 - January 2011
Morgan Stanley February 2000 - August 2007
Morgan Stanley Wealth Management March 2001 - July 2007
City of Newton 1984 - 1990
Education
Lesley University 1982 — 1983
MS Education, Elementary Grades and Reading
University of Michigan 1978 — 1982
BA, Child Psychology
Jericho High 1974 — 1978
Centinel Financial Group, LLC 2014 - Present
Merrill LynchClient Associate August 2007 - January 2011
Morgan Stanley February 2000 - August 2007
Morgan Stanley Wealth Management March 2001 - July 2007
City of Newton 1984 - 1990
Education
Lesley University 1982 — 1983
MS Education, Elementary Grades and Reading
University of Michigan 1978 — 1982
BA, Child Psychology
Jericho High 1974 — 1978
N. Owen Lake's Morgan Stanley Experience April 2007 - November 2009
Job Financial Advisor
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC September 2011 - Present
Morgan Stanley April 2007 - November 2009
Brown Brothers Harriman September 2005 - March 2007
Skills
Series 7, 63, 65, 24, 55, NYS Life Insurance, Microsoft Excel,..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investments, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Investment Strategies, Series 65, Equities
Education
Liberty University 2008 — 2011
MBA, Accounting
Long Island University, Brooklyn Campus 1988 — 1993
BS, Finance
Financial Network Investment Corporation, Member SIPC September 2011 - Present
Morgan Stanley April 2007 - November 2009
Brown Brothers Harriman September 2005 - March 2007
Skills
Series 7, 63, 65, 24, 55, NYS Life Insurance, Microsoft Excel,..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investments, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Investment Strategies, Series 65, Equities
Education
Liberty University 2008 — 2011
MBA, Accounting
Long Island University, Brooklyn Campus 1988 — 1993
BS, Finance
Ernie Contreras's Morgan Stanley Experience January 2001 - August 2003
Job Associate Pastor at Grace Covenant Church
Industry Religious Institutions
Experience
Grace Covenant Church November 2013 - Present
Mansfield Bible Church July 2010 - October 2013
Fat Quarter World January 2007 - June 2010
US Army September 2003 - January 2008
Morgan Stanley January 2001 - August 2003
eSearch International January 1999 - December 2000
Education
Sam Houston State University 2013 — 2015
Master of Business Administration (MBA), 3.75
Liberty University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.3
Grace Covenant Church November 2013 - Present
Mansfield Bible Church July 2010 - October 2013
Fat Quarter World January 2007 - June 2010
US Army September 2003 - January 2008
Morgan Stanley January 2001 - August 2003
eSearch International January 1999 - December 2000
Education
Sam Houston State University 2013 — 2015
Master of Business Administration (MBA), 3.75
Liberty University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.3
Robert Steuerman's Morgan Stanley Experience October 2012 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley October 2012 - April 2013
Ridge Clearing 2007 - 2012
XCITEK 2006 - 2007
Control Associates 2005 - 2006
Wachovia Securities/Prudential Securities 1991 - 2005
Kidder Peabody 1990 - 1991
PANACHE 1982 - 1990
Skills
Vault Operations, Client & Security..., Corporate Actions, Income Collection, Dividend Collection &..., Securities, Hedge Funds, Swaps, Investment Banking, Trading, Mutual Funds, Derivatives, Back Office, Series 63, Currency, Series 7, Equities, Middle Office, Fixed Income, Financial Services
Education
Long Island University, Brooklyn Campus
Bachelor of Science (B.S.), Accounting and Economics
Long Island University, Brooklyn Campus
Master of Science (M.S.), Taxation
Morgan Stanley October 2012 - April 2013
Ridge Clearing 2007 - 2012
XCITEK 2006 - 2007
Control Associates 2005 - 2006
Wachovia Securities/Prudential Securities 1991 - 2005
Kidder Peabody 1990 - 1991
PANACHE 1982 - 1990
Skills
Vault Operations, Client & Security..., Corporate Actions, Income Collection, Dividend Collection &..., Securities, Hedge Funds, Swaps, Investment Banking, Trading, Mutual Funds, Derivatives, Back Office, Series 63, Currency, Series 7, Equities, Middle Office, Fixed Income, Financial Services
Education
Long Island University, Brooklyn Campus
Bachelor of Science (B.S.), Accounting and Economics
Long Island University, Brooklyn Campus
Master of Science (M.S.), Taxation
Nathaniel Feldman's Morgan Stanley Experience January 1999 - January 2002
Job Senior Busniess Banking Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
KeyBank April 2002 - February 2011
Morgan Stanley January 1999 - January 2002
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Credit Analysis, SBA, Consumer Lending, Credit, Treasury Management, Commercial Mortgages, Banking, Underwriting, Cross Selling, Cash Management
Education
University of Utah 1999 — 2000
Bachelor of Science (BS), Economics
Linfield College 1997 — 1999
NA, Finance, General
Wells Fargo Bank March 2011 - Present
KeyBank April 2002 - February 2011
Morgan Stanley January 1999 - January 2002
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Credit Analysis, SBA, Consumer Lending, Credit, Treasury Management, Commercial Mortgages, Banking, Underwriting, Cross Selling, Cash Management
Education
University of Utah 1999 — 2000
Bachelor of Science (BS), Economics
Linfield College 1997 — 1999
NA, Finance, General
Jermaine Towson's Morgan Stanley Experience 2008 - 2012
Job Attended Liberty University
Industry
Experience
Morgan Stanley 2008 - 2012
Education
Liberty University 2004 — 2008
Morgan Stanley 2008 - 2012
Education
Liberty University 2004 — 2008
Reba Ricks's Morgan Stanley Experience 1998 - 2000
Job Eng Tech at Denbury Resources
Industry Oil & Energy
Experience
Denbury Resources May 2007 - Present
Pioneer Natural Resources Company 2004 - May 2007
RBC Wealth Management Financial Services 2000 - 2004
Morgan Stanley 1998 - 2000
Doyle Hartman Oil Operator 1996 - 1998
Mobil Oil 1984 - 1996
Skills
Petroleum, Drilling, Oil, Energy, Energy Industry, Gas, Upstream, Petroleum Engineering, Oilfield, Natural Gas, Onshore
Education
LeTourneau University
Business Management
Denbury Resources May 2007 - Present
Pioneer Natural Resources Company 2004 - May 2007
RBC Wealth Management Financial Services 2000 - 2004
Morgan Stanley 1998 - 2000
Doyle Hartman Oil Operator 1996 - 1998
Mobil Oil 1984 - 1996
Skills
Petroleum, Drilling, Oil, Energy, Energy Industry, Gas, Upstream, Petroleum Engineering, Oilfield, Natural Gas, Onshore
Education
LeTourneau University
Business Management
John Wakeley's Morgan Stanley Experience July 2003 - October 2004
Job Territory Regional Sales Manager at AudaExplore
Industry Computer Software
Experience
AudaExplore January 2005 - Present
Morgan Stanley July 2003 - October 2004
Bentley Systems May 2000 - June 2003
Education
Lock Haven University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
AudaExplore January 2005 - Present
Morgan Stanley July 2003 - October 2004
Bentley Systems May 2000 - June 2003
Education
Lock Haven University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
Jia Jie Li's Morgan Stanley Experience June 2011 - Present
Job eSourcing Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley June 2010 - June 2011
Atos May 2006 - June 2010
Atos September 2004 - May 2006
US Army January 2000 - April 2004
Skills
Management, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Project Management, Risk Management, Leadership, Business Analysis
Education
Liberty University 2001 — 2006
Bachelor's, Finance, General
Morgan Stanley June 2011 - Present
Morgan Stanley June 2010 - June 2011
Atos May 2006 - June 2010
Atos September 2004 - May 2006
US Army January 2000 - April 2004
Skills
Management, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Project Management, Risk Management, Leadership, Business Analysis
Education
Liberty University 2001 — 2006
Bachelor's, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS