Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Carolyn Sherry Carolyn Sherry's Morgan Stanley Experience May 2006 - August 2006
Job Vanguard Corporate Strategy
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard May 2012 - June 2013
Vanguard June 2010 - June 2012
Vanguard July 2009 - June 2010
Vanguard October 2008 - July 2009
University of Virginia May 2007 - May 2008
UBS Wealth Management 2006 - 2008
Morgan Stanley May 2006 - August 2006
Skills
Leadership, Financial Modeling, Management, Data Analysis, Strategic Planning, Financial Analysis, Business Strategy, Strategy, Research, Project Management, Training, CRM, Student Affairs, Leadership Development, Recruiting, Six Sigma, Sales Management, Team Leadership, Public Speaking, Strategic Financial..., Cross-functional Team..., Investments
Education
London Business School 2015 — 2015
MBA International Exchange Participant
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
Bachelor of Arts, American Studies
Vanguard June 2015 - Present
Vanguard May 2012 - June 2013
Vanguard June 2010 - June 2012
Vanguard July 2009 - June 2010
Vanguard October 2008 - July 2009
University of Virginia May 2007 - May 2008
UBS Wealth Management 2006 - 2008
Morgan Stanley May 2006 - August 2006
Skills
Leadership, Financial Modeling, Management, Data Analysis, Strategic Planning, Financial Analysis, Business Strategy, Strategy, Research, Project Management, Training, CRM, Student Affairs, Leadership Development, Recruiting, Six Sigma, Sales Management, Team Leadership, Public Speaking, Strategic Financial..., Cross-functional Team..., Investments
Education
London Business School 2015 — 2015
MBA International Exchange Participant
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
Bachelor of Arts, American Studies
Antwan Daniels Antwan Daniels's Morgan Stanley Experience September 2013 - April 2015
Job Vice President, Financial Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
Morgan Stanley September 2013 - April 2015
Merrill Lynch December 2012 - September 2013
KVCR - TV & FM (PBS, NPR) December 2008 - December 2012
93.5 KDAY April 2007 - December 2008
SafeData Corporation April 2005 - April 2007
Sony Music Entertainment September 2004 - February 2005
Skills
Fixed Income, Commercial Banking, Long/Short Equity, Portfolio Management, Quantitative Risk..., Mergers & Acquisitions, Global Tactical Asset..., US Equities, FX Derivatives, Options Strategies, Private Equity, Real Estate Financing, Financial Planning, Commodity Markets, Program Trading, Liquidity Management, Investments, Public Speaking, Finance
Education
Long Island University
Business Administration
JPMorgan Chase Bank, N.A. April 2015 - Present
Morgan Stanley September 2013 - April 2015
Merrill Lynch December 2012 - September 2013
KVCR - TV & FM (PBS, NPR) December 2008 - December 2012
93.5 KDAY April 2007 - December 2008
SafeData Corporation April 2005 - April 2007
Sony Music Entertainment September 2004 - February 2005
Skills
Fixed Income, Commercial Banking, Long/Short Equity, Portfolio Management, Quantitative Risk..., Mergers & Acquisitions, Global Tactical Asset..., US Equities, FX Derivatives, Options Strategies, Private Equity, Real Estate Financing, Financial Planning, Commodity Markets, Program Trading, Liquidity Management, Investments, Public Speaking, Finance
Education
Long Island University
Business Administration
Jack Cassel's Morgan Stanley Experience March 2010 - April 2012
Job GrowthPoint Technology Partners
Industry Investment Banking
Experience
GrowthPoint Technology Partners January 2015 - Present
Players for the Planet November 2008 - Present
Reputation.com April 2012 - December 2014
Morgan Stanley March 2010 - April 2012
Major League Baseball 2000 - 2009
Skills
Strategic Partnerships, Entrepreneurship, Business Development, Sales, Mergers & Acquisitions, Management, Social Media, Venture Capital, Baseball, Sports, Financial Modeling, Leadership, Business Planning, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Social Media Marketing, Start-ups, SaaS, Market Research, Customer Service, Public Speaking, Early-stage Startups
Education
University of Southern California - Marshall School of Business
MBA
Loyola Marymount University
GrowthPoint Technology Partners January 2015 - Present
Players for the Planet November 2008 - Present
Reputation.com April 2012 - December 2014
Morgan Stanley March 2010 - April 2012
Major League Baseball 2000 - 2009
Skills
Strategic Partnerships, Entrepreneurship, Business Development, Sales, Mergers & Acquisitions, Management, Social Media, Venture Capital, Baseball, Sports, Financial Modeling, Leadership, Business Planning, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Social Media Marketing, Start-ups, SaaS, Market Research, Customer Service, Public Speaking, Early-stage Startups
Education
University of Southern California - Marshall School of Business
MBA
Loyola Marymount University
Ben Kemper Ben Kemper's Morgan Stanley Experience 1991 - 1992
Job Principal Analyst, Human Resources at County of Los Angeles, Department of Human Resources
Industry Human Resources
Experience
County of Los Angeles, Department of Human Resources June 2010 - Present
The Magic of Ben Kemper May 2005 - Present
Buck Consultants October 2007 - November 2009
Kemper Strategy Consulting September 2003 - October 2007
American Funds 1993 - 2003
Morgan Stanley 1991 - 1992
Skills
Employee Benefits, Change Management, Human Resources, Management, Benefits Administration, Close-Up Magic, Attitudes, Restaurants, Internal Communications, Magicians, Customer Service, Organizational..., Employee Communication, Affordable Care Act, Call Center Management, Employee Attitude..., Parlor or Stand-Up Magic, Strolling Magic, Restaurant Magic, Benefits Consulting, Human Capital..., Customer Service..., Editing, Public Speaking, Strategic Communications, Social Media, Employee Engagement, Fundraising, Budgets, Interviews, Leadership Development, Training, Sales
Education
University of California, Berkeley 1987 — 1989
BA, Philosophy
Los Angeles City College 1985 — 1987
None, Journalism and Philosophy
Ryokan College 2004 — 2005
MA, Psychology
New York University 1989 — 1991
MA (completed coursework), History
County of Los Angeles, Department of Human Resources June 2010 - Present
The Magic of Ben Kemper May 2005 - Present
Buck Consultants October 2007 - November 2009
Kemper Strategy Consulting September 2003 - October 2007
American Funds 1993 - 2003
Morgan Stanley 1991 - 1992
Skills
Employee Benefits, Change Management, Human Resources, Management, Benefits Administration, Close-Up Magic, Attitudes, Restaurants, Internal Communications, Magicians, Customer Service, Organizational..., Employee Communication, Affordable Care Act, Call Center Management, Employee Attitude..., Parlor or Stand-Up Magic, Strolling Magic, Restaurant Magic, Benefits Consulting, Human Capital..., Customer Service..., Editing, Public Speaking, Strategic Communications, Social Media, Employee Engagement, Fundraising, Budgets, Interviews, Leadership Development, Training, Sales
Education
University of California, Berkeley 1987 — 1989
BA, Philosophy
Los Angeles City College 1985 — 1987
None, Journalism and Philosophy
Ryokan College 2004 — 2005
MA, Psychology
New York University 1989 — 1991
MA (completed coursework), History
Bill Angel's Morgan Stanley Experience December 1998 - October 2004
Job Managing Partner, Old Course Investment Partners, LLC
Industry Financial Services
Experience
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley December 1998 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial..., Hedge Funds, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Series 7, Finance, Series 63, Investment Strategies, Insurance, Retirement Planning, Investment Advisory, Securities, Uniform Combined State..., Series 24, Fixed Income, Financial Advisory, Retirement, Fixed Annuities, Bonds, Life Insurance, Series 6, Investment Management, Estate Planning, FINRA, Trading, Relationship Management, Financial Planning
Education
LSU 1968 — 1972
Bachelor of Science (B.S.), Chemistry
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley December 1998 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial..., Hedge Funds, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Series 7, Finance, Series 63, Investment Strategies, Insurance, Retirement Planning, Investment Advisory, Securities, Uniform Combined State..., Series 24, Fixed Income, Financial Advisory, Retirement, Fixed Annuities, Bonds, Life Insurance, Series 6, Investment Management, Estate Planning, FINRA, Trading, Relationship Management, Financial Planning
Education
LSU 1968 — 1972
Bachelor of Science (B.S.), Chemistry
Sophia Gellen, CIMA's Morgan Stanley Experience December 2002 - June 2006
Job Vice President, The Private Bank Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2014 - Present
The Hartford April 2013 - June 2013
J.P. Morgan July 2011 - July 2012
Northern Trust Global Investments October 2006 - June 2011
Morgan Stanley December 2002 - June 2006
Skills
Investments, Equities, Institutional..., Management, Sales, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Management
Education
Stella Adler Conservatory of Acting 1997 — 1998
Alvin Ailey American Dance Theater 1996 — 1998
Dance
Loughborough University 1992 — 1996
BA Hons., European Business
Wells Fargo June 2014 - Present
The Hartford April 2013 - June 2013
J.P. Morgan July 2011 - July 2012
Northern Trust Global Investments October 2006 - June 2011
Morgan Stanley December 2002 - June 2006
Skills
Investments, Equities, Institutional..., Management, Sales, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Management
Education
Stella Adler Conservatory of Acting 1997 — 1998
Alvin Ailey American Dance Theater 1996 — 1998
Dance
Loughborough University 1992 — 1996
BA Hons., European Business
Tanya Boyd, PMP's Morgan Stanley Experience December 2000 - July 2001
Job Project Manager (Louisiana Department of Revenue
Industry Government Administration
Experience
State of Louisiana -- Department of Revenue (PMO) August 2014 - Present
MCMS, LLC (Louisiana Road Home) February 2012 - August 2014
First American Title (Louisiana Road Home) May 2009 - February 2012
ICF International (Louisiana Road Home) November 2006 - May 2009
Wells Fargo Home Mortgage, Baton Rouge April 2006 - October 2006
Amstar Mortgage March 2005 - April 2006
Hibernia Direct Bank October 2001 - December 2004
Morgan Stanley December 2000 - July 2001
Crown Images Promotional Sales July 1998 - December 2000
Skills
Data Analysis, Team Leadership, Analysis, SharePoint, Process Improvement, Project Management, Microsoft Excel, Program Management, Microsoft Office, Public Speaking, Technical Writing, Creative Writing, Disaster Recovery, Mortgage Origination, Credit, Policy, Team Building, Risk Assessment, Mortgage Lending, Management
Education
Louisiana State University 1992 — 1998
Bachelor's degree, English Language and Literature/Letters
Louisiana State University 1992 — 1998
Bachelor's degree, Journalism
Mandeville High 1988 — 1992
State of Louisiana -- Department of Revenue (PMO) August 2014 - Present
MCMS, LLC (Louisiana Road Home) February 2012 - August 2014
First American Title (Louisiana Road Home) May 2009 - February 2012
ICF International (Louisiana Road Home) November 2006 - May 2009
Wells Fargo Home Mortgage, Baton Rouge April 2006 - October 2006
Amstar Mortgage March 2005 - April 2006
Hibernia Direct Bank October 2001 - December 2004
Morgan Stanley December 2000 - July 2001
Crown Images Promotional Sales July 1998 - December 2000
Skills
Data Analysis, Team Leadership, Analysis, SharePoint, Process Improvement, Project Management, Microsoft Excel, Program Management, Microsoft Office, Public Speaking, Technical Writing, Creative Writing, Disaster Recovery, Mortgage Origination, Credit, Policy, Team Building, Risk Assessment, Mortgage Lending, Management
Education
Louisiana State University 1992 — 1998
Bachelor's degree, English Language and Literature/Letters
Louisiana State University 1992 — 1998
Bachelor's degree, Journalism
Mandeville High 1988 — 1992
Rayana Layne Rayana Layne's Morgan Stanley Experience August 2012 - Present
Job Manager Liquidity Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley September 2009 - August 2012
Morgan Stanley July 2007 - June 2008
Skills
Treasury, Management, Investment Banking, Financial Analysis, Internal Controls, Financial Reporting, Product Control, Financial Accounting, Financial Regulation, Basel III, LCR, Banking, Financial Modeling, Finance
Education
Loughborough University 2005 — 2009
Bachelor of Science (BSc), Accounting & Financial Management
Morgan Stanley August 2012 - Present
Morgan Stanley September 2009 - August 2012
Morgan Stanley July 2007 - June 2008
Skills
Treasury, Management, Investment Banking, Financial Analysis, Internal Controls, Financial Reporting, Product Control, Financial Accounting, Financial Regulation, Basel III, LCR, Banking, Financial Modeling, Finance
Education
Loughborough University 2005 — 2009
Bachelor of Science (BSc), Accounting & Financial Management
Janet Geist Moore Janet Geist Moore's Morgan Stanley Experience June 1991 - December 2002
Job Executive Assistant to the VP of Operations and CFO, and VP for Legal Affairs, Woods Hole Oceanographic Institution
Industry Research
Experience
Woods Hole Oceanographic Institution December 2012 - Present
Woods Hole Oceanographic Institution July 2011 - December 2012
Woods Hole Oceanographic Institution April 2010 - July 2011
WHOI (Woods Hole Oceanographic Institute) October 2008 - April 2011
RR Donnelley December 2004 - September 2008
Bowne Business Solutions December 2002 - March 2004
Morgan Stanley June 1991 - December 2002
Merrill Lynch 1988 - 1990
KPMG Peat Marwick April 1988 - December 1989
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, QuarkXPress, Troubleshooting, Training, Research, Illustrator, Adobe Creative Suite, HTML, Editing, Adobe Acrobat, Project Management, Dreamweaver, Mac OS X, InDesign, Graphic Design, Management, Mac, Newsletters, OS X
Education
University of Wisconsin-Milwaukee 1992 — 1995
MFA, Drama
Stony Brook University 1979 — 1983
BA, Theater, English, Art History
Loughborough University 1981 — 1982
2nd Yr Drama, Drama
Woods Hole Oceanographic Institution December 2012 - Present
Woods Hole Oceanographic Institution July 2011 - December 2012
Woods Hole Oceanographic Institution April 2010 - July 2011
WHOI (Woods Hole Oceanographic Institute) October 2008 - April 2011
RR Donnelley December 2004 - September 2008
Bowne Business Solutions December 2002 - March 2004
Morgan Stanley June 1991 - December 2002
Merrill Lynch 1988 - 1990
KPMG Peat Marwick April 1988 - December 1989
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, QuarkXPress, Troubleshooting, Training, Research, Illustrator, Adobe Creative Suite, HTML, Editing, Adobe Acrobat, Project Management, Dreamweaver, Mac OS X, InDesign, Graphic Design, Management, Mac, Newsletters, OS X
Education
University of Wisconsin-Milwaukee 1992 — 1995
MFA, Drama
Stony Brook University 1979 — 1983
BA, Theater, English, Art History
Loughborough University 1981 — 1982
2nd Yr Drama, Drama
Christian Held Christian Held's Morgan Stanley Experience September 2011 - December 2011
Job Analyst at Cale Street Partners
Industry Real Estate
Experience
Cale Street Partners LLP June 2015 - Present
Madison International Realty August 2013 - May 2015
Morgan Stanley September 2011 - December 2011
Allianz November 2010 - January 2011
Merrill Lynch August 2010 - October 2010
Education
London Business School 2012 — 2013
Master of Science (M.Sc.), Business Administration and Management, General
University of Munich 2008 — 2011
Bachelor of Science (B.Sc.), Economics
Universitat Pompeu Fabra 2009 — 2010
Economics
Cale Street Partners LLP June 2015 - Present
Madison International Realty August 2013 - May 2015
Morgan Stanley September 2011 - December 2011
Allianz November 2010 - January 2011
Merrill Lynch August 2010 - October 2010
Education
London Business School 2012 — 2013
Master of Science (M.Sc.), Business Administration and Management, General
University of Munich 2008 — 2011
Bachelor of Science (B.Sc.), Economics
Universitat Pompeu Fabra 2009 — 2010
Economics
Andre Bueno Andre Bueno's Morgan Stanley Experience 2013 - 2014
Job Director of Western Region Operations at ZVM Capital Management
Industry Venture Capital & Private Equity
Experience
ZVM Capital Management 2014 - Present
Morgan Stanley 2013 - 2014
Paladin Realty Partners, LLC 2013 - 2013
Goldman Sachs 2012 - 2013
A&B Management Company 2006 - 2013
Citigroup 2011 - 2011
Skills
Cold Calling, Relationship Management..., Institutional Sales, Financial Modeling, Investments, Microsoft Excel, Public Speaking, Valuation, Bloomberg Terminal, Professional Mentoring, Bloomberg, Equity Research, Private Equity, Equities, PowerPoint, Financial Analysis, Relationship Management, Capital Markets, Finance, Management, Portfolio Management, Emerging Markets, Microsoft Word
Education
Loyola Marymount University
Bachelor of Business Administration (BBA)
ZVM Capital Management 2014 - Present
Morgan Stanley 2013 - 2014
Paladin Realty Partners, LLC 2013 - 2013
Goldman Sachs 2012 - 2013
A&B Management Company 2006 - 2013
Citigroup 2011 - 2011
Skills
Cold Calling, Relationship Management..., Institutional Sales, Financial Modeling, Investments, Microsoft Excel, Public Speaking, Valuation, Bloomberg Terminal, Professional Mentoring, Bloomberg, Equity Research, Private Equity, Equities, PowerPoint, Financial Analysis, Relationship Management, Capital Markets, Finance, Management, Portfolio Management, Emerging Markets, Microsoft Word
Education
Loyola Marymount University
Bachelor of Business Administration (BBA)
Miguel Alex Centeno Miguel Alex Centeno's Morgan Stanley Experience May 2010 - August 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2011 - Present
Morgan Stanley May 2010 - August 2010
Los Angles Mayor's Office of International Trade May 2009 - December 2009
Skills
Economics, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Investments, Analysis, Due Diligence, Transfer Pricing, International Tax..., Tax, International Tax, Corporate Finance, Accounting, Capital Markets
Education
Loyola Marymount University 2007 — 2011
B.S., B.A., Economics, Political Science, Magna Cum Laude
PwC July 2011 - Present
Morgan Stanley May 2010 - August 2010
Los Angles Mayor's Office of International Trade May 2009 - December 2009
Skills
Economics, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Investments, Analysis, Due Diligence, Transfer Pricing, International Tax..., Tax, International Tax, Corporate Finance, Accounting, Capital Markets
Education
Loyola Marymount University 2007 — 2011
B.S., B.A., Economics, Political Science, Magna Cum Laude
Michael Sheen Michael Sheen's Morgan Stanley Experience July 2015 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
KPMG January 2015 - June 2015
KPMG January 2014 - May 2014
Shell Energy North America June 2013 - August 2013
Skills
Customer Service, English, Windows, Outlook
Education
Louisiana State University 2011 — 2014
Bachelor's Degree, Finance, General
University of Missouri-Columbia 2010 — 2011
Bachelor's degree, Finance, General
Morgan Stanley July 2015 - Present
KPMG January 2015 - June 2015
KPMG January 2014 - May 2014
Shell Energy North America June 2013 - August 2013
Skills
Customer Service, English, Windows, Outlook
Education
Louisiana State University 2011 — 2014
Bachelor's Degree, Finance, General
University of Missouri-Columbia 2010 — 2011
Bachelor's degree, Finance, General
James Lynch James Lynch's Morgan Stanley Experience 1993 - 2002
Job Branch Manager at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
Michael Bourgeois's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Council of Economic Advisers - The White House November 2011 - July 2013
Federal Home Loan Bank of Pittsburgh June 2009 - December 2011
Shaw Capital - The Shaw Group September 2008 - May 2009
U.S. House Financial Services Committee July 2008 - August 2008
Skills
Public Policy, Politics, Policy Analysis, Government, Political Campaigns, Legislative Relations, Public Affairs, Policy, Federal Government, Community Development, Grassroots Organizing, Legislation, Strategic Communications, Economic Development, Political Consulting
Education
Harvard Business School 2013 — 2015
Louisiana State University 2005 — 2009
B.S., Finance
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Council of Economic Advisers - The White House November 2011 - July 2013
Federal Home Loan Bank of Pittsburgh June 2009 - December 2011
Shaw Capital - The Shaw Group September 2008 - May 2009
U.S. House Financial Services Committee July 2008 - August 2008
Skills
Public Policy, Politics, Policy Analysis, Government, Political Campaigns, Legislative Relations, Public Affairs, Policy, Federal Government, Community Development, Grassroots Organizing, Legislation, Strategic Communications, Economic Development, Political Consulting
Education
Harvard Business School 2013 — 2015
Louisiana State University 2005 — 2009
B.S., Finance
Mark Keefe Mark Keefe's Morgan Stanley Experience May 1992 - November 2002
Job iOS Senior Software Engineer at New York Times Mobile
Industry Newspapers
Experience
The New York Times May 2013 - Present
Maynebridge Mobile Integration November 2011 - April 2013
Barclays Wealth March 2011 - November 2011
ING December 2007 - March 2011
Deutsche Bank March 2007 - December 2007
Quadriserv December 2003 - 2006
Liberty Corner Capital Management March 2003 - November 2003
Morgan Stanley May 1992 - November 2002
Skills
iOS development, Objective-C, Xcode, Mobile Applications, Cocoa Touch, Swift
Education
London Business School
New York University - Leonard N. Stern School of Business
MBA
University of California, San Diego
BA
University of Sussex
The New York Times May 2013 - Present
Maynebridge Mobile Integration November 2011 - April 2013
Barclays Wealth March 2011 - November 2011
ING December 2007 - March 2011
Deutsche Bank March 2007 - December 2007
Quadriserv December 2003 - 2006
Liberty Corner Capital Management March 2003 - November 2003
Morgan Stanley May 1992 - November 2002
Skills
iOS development, Objective-C, Xcode, Mobile Applications, Cocoa Touch, Swift
Education
London Business School
New York University - Leonard N. Stern School of Business
MBA
University of California, San Diego
BA
University of Sussex
Rachel Campo's Morgan Stanley Experience October 2000 - June 2001
Job Accounting Professional at Foster's Market
Industry Retail
Experience
Foster's Market January 2015 - Present
Brilliant Sky Toys and Books October 2010 - January 2015
Morgan Stanley October 2000 - June 2001
DljDirect January 2000 - October 2000
Chicora Foundation May 1997 - January 2000
Skills
Merchandising, Customer Service, Purchasing, Inventory Control, Business Operations, Archaeology, Retail, Process Improvement, Training, Accounts Receivable, Accounts Payable, Schedules, Operational Efficiency, Payroll, Organizational Structure, Archaeological Survey, Management, Event Planning, Budgets, Social Media, Bookkeeping, Human Resources
Education
University of South Carolina-Columbia 1995 — 1997
Master's degree, Anthropology
Louisiana State University 1988 — 1995
Bachelor of Arts (BA), Anthropology
Foster's Market January 2015 - Present
Brilliant Sky Toys and Books October 2010 - January 2015
Morgan Stanley October 2000 - June 2001
DljDirect January 2000 - October 2000
Chicora Foundation May 1997 - January 2000
Skills
Merchandising, Customer Service, Purchasing, Inventory Control, Business Operations, Archaeology, Retail, Process Improvement, Training, Accounts Receivable, Accounts Payable, Schedules, Operational Efficiency, Payroll, Organizational Structure, Archaeological Survey, Management, Event Planning, Budgets, Social Media, Bookkeeping, Human Resources
Education
University of South Carolina-Columbia 1995 — 1997
Master's degree, Anthropology
Louisiana State University 1988 — 1995
Bachelor of Arts (BA), Anthropology
Brenda Parent's Morgan Stanley Experience February 2001 - December 2001
Job Education Vertical Partner Manager
Industry Information Technology and Services
Experience
Cisco September 2014 - Present
Cisco September 2013 - September 2014
Cisco March 2010 - September 2013
Cisco October 2006 - March 2010
Softchoice August 2005 - October 2006
Blackbaud June 2002 - July 2005
Morgan Stanley February 2001 - December 2001
Sprint Auction Company, Easler Auction Company, Bargain Equipment Sales February 1997 - December 2000
Skills
Unified Communications, Service Providers, Channel Partners, Network Security, Contract Negotiation, Heavy Equipment, Investments, Sales Management, Database Design, Business Communications, Cross-functional Team..., Virtual Teams, SalesLogix, Accounting, Account Management, Marketing Communications, Access, Excel, Alligator Farm Process..., SFDC, Cisco, Cisco Security, Raiser's Edge, Financial Edge, Auctions, Consignment Negotiations, Cisco Technologies, Management, Business Planning, Sales Enablement, Salesforce.com, WebEx, Channel Sales, Demand Generation, Complex Sales, Solution Selling, Marketing, Partner Management
Education
Louisiana State University 1992 — 1996
Bachelor's degree, Accounting
Albany High School 1989 — 1992
Valedictorian Honor Graduate
Cisco September 2014 - Present
Cisco September 2013 - September 2014
Cisco March 2010 - September 2013
Cisco October 2006 - March 2010
Softchoice August 2005 - October 2006
Blackbaud June 2002 - July 2005
Morgan Stanley February 2001 - December 2001
Sprint Auction Company, Easler Auction Company, Bargain Equipment Sales February 1997 - December 2000
Skills
Unified Communications, Service Providers, Channel Partners, Network Security, Contract Negotiation, Heavy Equipment, Investments, Sales Management, Database Design, Business Communications, Cross-functional Team..., Virtual Teams, SalesLogix, Accounting, Account Management, Marketing Communications, Access, Excel, Alligator Farm Process..., SFDC, Cisco, Cisco Security, Raiser's Edge, Financial Edge, Auctions, Consignment Negotiations, Cisco Technologies, Management, Business Planning, Sales Enablement, Salesforce.com, WebEx, Channel Sales, Demand Generation, Complex Sales, Solution Selling, Marketing, Partner Management
Education
Louisiana State University 1992 — 1996
Bachelor's degree, Accounting
Albany High School 1989 — 1992
Valedictorian Honor Graduate
Jamaal Wright Jamaal Wright's Morgan Stanley Experience June 2014 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Burlington Coat Factory May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher, Adobe Photoshop, Photoshop, PowerPoint, Public Speaking, Facebook, Research, Social Media, Visio, Event Planning, Financial Analysis, Social Networking, Time Management, Sales, Access, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lone Star College System 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
Victory Early College High School 2007 — 2011
3.97
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Burlington Coat Factory May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher, Adobe Photoshop, Photoshop, PowerPoint, Public Speaking, Facebook, Research, Social Media, Visio, Event Planning, Financial Analysis, Social Networking, Time Management, Sales, Access, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lone Star College System 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
Victory Early College High School 2007 — 2011
3.97
Jeremy Starr's Morgan Stanley Experience December 2006 - May 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
UBS Financial Services, Inc. May 2008 - November 2012
Morgan Stanley December 2006 - May 2008
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2006
Master of Mass Communications, Public Relations, Advertising, and Applied Communication
Louisiana State University and Agricultural and Mechanical College 1999 — 2003
Bachelor of Science (B.S.), Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
UBS Financial Services, Inc. May 2008 - November 2012
Morgan Stanley December 2006 - May 2008
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2006
Master of Mass Communications, Public Relations, Advertising, and Applied Communication
Louisiana State University and Agricultural and Mechanical College 1999 — 2003
Bachelor of Science (B.S.), Marketing
Karen Hughes Karen Hughes's Morgan Stanley Experience 1986 - 2004
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2012 - Present
Deutsche Bank 2009 - 2011
Credit Suisse 2004 - 2009
Morgan Stanley 1986 - 2004
Skills
Investment Banking, Business Analysis, Financial Services, Fixed Income, Management, Derivatives, SDLC, Equities, Capital Markets
Education
London Metropolitan University 1980 — 1983
BSc Computer Science, Statistics & Computer Science
UBS Wealth Management 2012 - Present
Deutsche Bank 2009 - 2011
Credit Suisse 2004 - 2009
Morgan Stanley 1986 - 2004
Skills
Investment Banking, Business Analysis, Financial Services, Fixed Income, Management, Derivatives, SDLC, Equities, Capital Markets
Education
London Metropolitan University 1980 — 1983
BSc Computer Science, Statistics & Computer Science
Josh Mooney Josh Mooney's Morgan Stanley Experience January 1999 - January 2000
Job Vice President Business Development, Digital Practice Lead at EWI Worldwide
Industry Marketing and Advertising
Experience
EWI Worldwide July 2015 - Present
Mindshare July 2014 - December 2014
Juxt Interactive April 2001 - September 2012
Overseas Radio & Television January 2000 - May 2001
Morgan Stanley January 1999 - January 2000
Overseas Radio & Television August 1996 - August 1998
Skills
Digital Strategy, Digital Marketing, Interactive Marketing, Mobile Marketing, Integrated Marketing, Conversational Mandarin, Experiential Marketing, Event Marketing, Brand Strategy, Social Media Marketing, Relationship Marketing, Brand Architecture, Conversation, Strategy, Online Marketing, Marketing, Content Strategy, Online Advertising, Event Planning, Business Development, Interactive Advertising, Email Marketing, Advertising, Brand Development, Direct Marketing, Creative Direction, Web Design, Digital Media, Connecting People, Web Analytics, SEO, SEM, Automotive Aftermarket, New Business Development, Project Management, Marketing Strategy, Automotive, Creative Strategy, E-commerce, Brand Management, PPC, Marketing Communications, Social Media, Interactive Media, Mobile Advertising, New Media, Coordinating Special..., Digital Engagement, Touch Interfaces
Education
University of Southern California 2000 — 2002
M.A., Communication Management
Loyola Marymount University 1992 — 1996
B.A., Communication Studies
Santa Margarita Catholic High School 1988 — 1992
EWI Worldwide July 2015 - Present
Mindshare July 2014 - December 2014
Juxt Interactive April 2001 - September 2012
Overseas Radio & Television January 2000 - May 2001
Morgan Stanley January 1999 - January 2000
Overseas Radio & Television August 1996 - August 1998
Skills
Digital Strategy, Digital Marketing, Interactive Marketing, Mobile Marketing, Integrated Marketing, Conversational Mandarin, Experiential Marketing, Event Marketing, Brand Strategy, Social Media Marketing, Relationship Marketing, Brand Architecture, Conversation, Strategy, Online Marketing, Marketing, Content Strategy, Online Advertising, Event Planning, Business Development, Interactive Advertising, Email Marketing, Advertising, Brand Development, Direct Marketing, Creative Direction, Web Design, Digital Media, Connecting People, Web Analytics, SEO, SEM, Automotive Aftermarket, New Business Development, Project Management, Marketing Strategy, Automotive, Creative Strategy, E-commerce, Brand Management, PPC, Marketing Communications, Social Media, Interactive Media, Mobile Advertising, New Media, Coordinating Special..., Digital Engagement, Touch Interfaces
Education
University of Southern California 2000 — 2002
M.A., Communication Management
Loyola Marymount University 1992 — 1996
B.A., Communication Studies
Santa Margarita Catholic High School 1988 — 1992
Derek Ney Derek Ney's Morgan Stanley Experience May 2006 - June 2008
Job Principal, Enright Capital Ltd.
Industry Real Estate
Experience
Enright Capital Ltd. August 2009 - Present
British Columbia Investment Management July 2008 - August 2009
Morgan Stanley May 2006 - June 2008
CSFB March 2004 - April 2006
CB Richard Ellis June 1998 - August 2001
Education
London Business School 2002 — 2003
Masters in Finance, Finance
New York University 2001 — 2002
MSc, Real Estate
University of Victoria 1990 — 1995
B.A., Economics
Enright Capital Ltd. August 2009 - Present
British Columbia Investment Management July 2008 - August 2009
Morgan Stanley May 2006 - June 2008
CSFB March 2004 - April 2006
CB Richard Ellis June 1998 - August 2001
Education
London Business School 2002 — 2003
Masters in Finance, Finance
New York University 2001 — 2002
MSc, Real Estate
University of Victoria 1990 — 1995
B.A., Economics
Megan P Piatt Megan P Piatt's Morgan Stanley Experience February 1998 - June 2001
Job Access Analyst I at Sprint
Industry Telecommunications
Experience
Sprint June 2006 - Present
Candlewood Suites® Hotels June 2002 - June 2006
Holiday Inn Hotel & Suites June 2003 - June 2004
Holtze Executive Village June 2001 - June 2002
Morgan Stanley February 1998 - June 2001
Skills
Telecommunications, Wireless, Process Improvement, Vendor Management, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Mobile Devices, Account Reconciliation, Customer Service, Hospitality Industry, Interviews, 10 Key, Microsoft Office, Typing, Call Centers, Invoicing, Networking, Accounts Receivable, Windows 7, Training, Leadership, System Administration, Analysis, Accounting, Sales, Finance, Software Documentation, Management, Employee Training
Education
Western Governors University 2013 — 2016
Bachelor’s Degree, Bachelor of Science Accounting
Longview Community College 1999 — 2001
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Kansas City 1997 — 1999
Liberal Arts and Sciences/Liberal Studies
Sprint June 2006 - Present
Candlewood Suites® Hotels June 2002 - June 2006
Holiday Inn Hotel & Suites June 2003 - June 2004
Holtze Executive Village June 2001 - June 2002
Morgan Stanley February 1998 - June 2001
Skills
Telecommunications, Wireless, Process Improvement, Vendor Management, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Mobile Devices, Account Reconciliation, Customer Service, Hospitality Industry, Interviews, 10 Key, Microsoft Office, Typing, Call Centers, Invoicing, Networking, Accounts Receivable, Windows 7, Training, Leadership, System Administration, Analysis, Accounting, Sales, Finance, Software Documentation, Management, Employee Training
Education
Western Governors University 2013 — 2016
Bachelor’s Degree, Bachelor of Science Accounting
Longview Community College 1999 — 2001
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Kansas City 1997 — 1999
Liberal Arts and Sciences/Liberal Studies
Fred Gonfiantini Fred Gonfiantini's Morgan Stanley Experience April 2003 - March 2012
Job Managing Director at AIG
Industry Financial Services
Experience
AIG October 2012 - Present
Tatum Consulting, LLC May 2012 - September 2012
Morgan Stanley April 2003 - March 2012
Morgan Stanley February 1992 - April 2003
Morgan Stanley January 1987 - February 1992
Skills
Licensing, Regulatory Reporting, Series 7, Financial Reporting, Accounting
Education
Long Island University
MBA, Concentration in Finance
Mercy College
BS, in Accounting and a minor in Finance
AIG October 2012 - Present
Tatum Consulting, LLC May 2012 - September 2012
Morgan Stanley April 2003 - March 2012
Morgan Stanley February 1992 - April 2003
Morgan Stanley January 1987 - February 1992
Skills
Licensing, Regulatory Reporting, Series 7, Financial Reporting, Accounting
Education
Long Island University
MBA, Concentration in Finance
Mercy College
BS, in Accounting and a minor in Finance
Evgeny Andriyash Evgeny Andriyash's Morgan Stanley Experience June 2010 - August 2013
Job Researcher at DWave Systems Inc.
Industry Research
Experience
D-Wave Systems Inc. August 2013 - Present
Morgan Stanley June 2010 - August 2013
UBS Investment Bank June 2009 - July 2009
Institute for Theoretical and Experimental physics September 2001 - August 2005
CV Protek March 2005 - July 2005
Algodign, LLC March 2002 - July 2002
CERN July 2000 - August 2000
Skills
Quantitative Finance, Python, Matlab, Numerical Analysis, Quantitative Analytics, Mathematica, Perl, C++, Java, Volatility
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
PhD
Lomonosov Moscow State University (MSU) 1997 — 2003
Diploma
D-Wave Systems Inc. August 2013 - Present
Morgan Stanley June 2010 - August 2013
UBS Investment Bank June 2009 - July 2009
Institute for Theoretical and Experimental physics September 2001 - August 2005
CV Protek March 2005 - July 2005
Algodign, LLC March 2002 - July 2002
CERN July 2000 - August 2000
Skills
Quantitative Finance, Python, Matlab, Numerical Analysis, Quantitative Analytics, Mathematica, Perl, C++, Java, Volatility
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
PhD
Lomonosov Moscow State University (MSU) 1997 — 2003
Diploma
Anne Agorsor Anne Agorsor's Morgan Stanley Experience August 2011 - Present
Job Investment Banking Operations
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
UBS Investment Bank 2007 - 2010
Skills
Credit, Derivatives, Investment Banking, Fixed Income, Equities
Education
Longwood University 2003 — 2007
Business, Finance and Management
Morgan Stanley August 2011 - Present
UBS Investment Bank 2007 - 2010
Skills
Credit, Derivatives, Investment Banking, Fixed Income, Equities
Education
Longwood University 2003 — 2007
Business, Finance and Management
Lionel Claxton Lionel Claxton's Morgan Stanley Experience 1999 - 2000
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
UBS Financial June 2008 - July 2012
Charles Schwab 2000 - 2008
Morgan Stanley 1999 - 2000
Education
PDI/ University of North Texas 2009 — 2010
CFP
Los Angeles Pierce College
Finance
Fidelity Investments 2012 - Present
UBS Financial June 2008 - July 2012
Charles Schwab 2000 - 2008
Morgan Stanley 1999 - 2000
Education
PDI/ University of North Texas 2009 — 2010
CFP
Los Angeles Pierce College
Finance
Tami Yandrasits's Morgan Stanley Experience 1999 - 2000
Job Accredited VMware Sales Professional | Business Retention Specialist
Industry Information Technology and Services
Experience
VMware 2013 - 2014
MedCenterDisplay 2012 - 2013
South Central Media 2010 - 2011
AT&T Advertising Solutions 2008 - August 2009
AT&T Advertising Solutions 2006 - 2009
The Berry Co., Authorized Agent for Bellsouth Advertising & Publishing 2003 - 2006
Parish National Bank 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Integrity, Account Management, Lead Generation, Leadership, Cold Calling, Marketing Strategy, Strategic Thinking, Digital Strategy, Digital Media, Digital Marketing, Marketing, Sales Management, Social Media Marketing, Online Advertising, Project Management, Budgets, Social Media, Advertising, SEO, Sales Presentations, Selling, Training, Strategy, New Business Development, Management, Sales, Email Marketing, Salesforce.com, Online Marketing, B2B, Direct Sales, Direct Marketing, Sales Process, Strategic Planning, Social Networking
Education
Louisiana State University 1996 — 1999
BS, Marketing
Mandeville High 1990 — 1993
VMware 2013 - 2014
MedCenterDisplay 2012 - 2013
South Central Media 2010 - 2011
AT&T Advertising Solutions 2008 - August 2009
AT&T Advertising Solutions 2006 - 2009
The Berry Co., Authorized Agent for Bellsouth Advertising & Publishing 2003 - 2006
Parish National Bank 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Integrity, Account Management, Lead Generation, Leadership, Cold Calling, Marketing Strategy, Strategic Thinking, Digital Strategy, Digital Media, Digital Marketing, Marketing, Sales Management, Social Media Marketing, Online Advertising, Project Management, Budgets, Social Media, Advertising, SEO, Sales Presentations, Selling, Training, Strategy, New Business Development, Management, Sales, Email Marketing, Salesforce.com, Online Marketing, B2B, Direct Sales, Direct Marketing, Sales Process, Strategic Planning, Social Networking
Education
Louisiana State University 1996 — 1999
BS, Marketing
Mandeville High 1990 — 1993
Edwin Ferreira's Morgan Stanley Experience February 2006 - April 2006
Job HR Analyst at Barclays
Industry Investment Banking
Experience
Barclays Bank PLC March 2008 - Present
Citibank Corporate Office July 2006 - August 2007
Morgan Stanley February 2006 - April 2006
Skills
PeopleSoft, Interviews, Microsoft Office, Onboarding, HRIS, Taleo, Employee Benefits, Human Resources, Recruiting, Employee Relations, SAP HR, Livelink, Performance Management, PowerPoint, Financial Analysis, eDoc, GradWeb, E-procurement, Management
Education
Long Island University 2000 — 2005
Bachelor of Sciences, Business Management
Barclays Bank PLC March 2008 - Present
Citibank Corporate Office July 2006 - August 2007
Morgan Stanley February 2006 - April 2006
Skills
PeopleSoft, Interviews, Microsoft Office, Onboarding, HRIS, Taleo, Employee Benefits, Human Resources, Recruiting, Employee Relations, SAP HR, Livelink, Performance Management, PowerPoint, Financial Analysis, eDoc, GradWeb, E-procurement, Management
Education
Long Island University 2000 — 2005
Bachelor of Sciences, Business Management
Kathy Boolbol's Morgan Stanley Experience September 1999 - September 2013
Job Logistics Consultant at BTG Pactual
Industry Financial Services
Experience
BTG Pactual April 2015 - Present
Morgan Stanley September 1999 - September 2013
Skills
Project Management, Budgets, Action Plan Development, Change Management, Relationship Management, Communication, Sales Management, Investments
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Long Island University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
BTG Pactual April 2015 - Present
Morgan Stanley September 1999 - September 2013
Skills
Project Management, Budgets, Action Plan Development, Change Management, Relationship Management, Communication, Sales Management, Investments
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Long Island University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Eric Peters's Morgan Stanley Experience May 2014 - August 2014
Job
Industry Financial Services
Experience
KPMG January 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Education
London Business School 2015 — 2016
Master of Science (MSc), Management
University of Maryland College Park 2012 — 2014
Bachelor of Arts (B.A.), Economics
Citizenships
Luxembourg (EU), Australia, US Permanent Resident
KPMG January 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Education
London Business School 2015 — 2016
Master of Science (MSc), Management
University of Maryland College Park 2012 — 2014
Bachelor of Arts (B.A.), Economics
Citizenships
Luxembourg (EU), Australia, US Permanent Resident
Allyson Weber's Morgan Stanley Experience July 2012 - July 2014
Job Business Associate at JPL (NASA's Jet Propulsion Laboratory)
Industry Defense & Space
Experience
JPL (NASA's Jet Propulsion Laboratory) May 2015 - Present
Delta Sigma Pi April 2014 - April 2015
Pi Beta Phi August 2013 - April 2015
Morgan Stanley July 2012 - July 2014
Weber Professional Dental Corporation June 2011 - July 2014
Delta Sigma Pi April 2012 - December 2012
Skills
Finance, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Microsoft Office, Accounting, Access, Budgets, 3D Financial Software, iWin Programing System, SoftDent Dental Software, Adobe Lightroom
Education
Loyola Marymount University 2011 — 2015
B.B.A. Finance; B.A. Economics, 3.3
Oxford University, Queen's College 2014 — 2014
Literature and Theology courses
William S. Hart High School 2007 — 2011
4.3
JPL (NASA's Jet Propulsion Laboratory) May 2015 - Present
Delta Sigma Pi April 2014 - April 2015
Pi Beta Phi August 2013 - April 2015
Morgan Stanley July 2012 - July 2014
Weber Professional Dental Corporation June 2011 - July 2014
Delta Sigma Pi April 2012 - December 2012
Skills
Finance, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Microsoft Office, Accounting, Access, Budgets, 3D Financial Software, iWin Programing System, SoftDent Dental Software, Adobe Lightroom
Education
Loyola Marymount University 2011 — 2015
B.B.A. Finance; B.A. Economics, 3.3
Oxford University, Queen's College 2014 — 2014
Literature and Theology courses
William S. Hart High School 2007 — 2011
4.3
Alex Barit's Morgan Stanley Experience 2013 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2013 - Present
Coastal Securities 2009 - 2013
Skills
Portfolio Management, Series 7, Series 65, Series 63, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Louisiana State University
E. J. Ourso College of Business
Morgan Stanley 2013 - Present
Coastal Securities 2009 - 2013
Skills
Portfolio Management, Series 7, Series 65, Series 63, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Louisiana State University
E. J. Ourso College of Business
Charlotte Corby's Morgan Stanley Experience June 2007 - June 2008
Job Account Manager, Automotive at Google
Industry Internet
Experience
Google April 2013 - Present
Google April 2010 - March 2013
Morgan Stanley June 2007 - June 2008
Skills
Google Adwords, Search Advertising, SEM, PPC, Mobile Marketing, Online Advertising, Mobile Advertising, Google Analytics, Digital Strategy, Digital Marketing, Project Management, Display Advertising, Analytics, Marketing Strategy, Sales Management, Financial Forecasting, Revenue Forecasting, Sales Presentations, Business Development, Business Analysis, Competitive Analysis, Presenting to Clients, Solution Selling, Problem Solving, WebTrends Analytics, YouTube, YouTube API, Performance Attribution, Attribution Modeling
Education
Loughborough University 2005 — 2009
2.1 (Hons) Business Management Sciences, Business, Management and Operations, 2.1
Google April 2013 - Present
Google April 2010 - March 2013
Morgan Stanley June 2007 - June 2008
Skills
Google Adwords, Search Advertising, SEM, PPC, Mobile Marketing, Online Advertising, Mobile Advertising, Google Analytics, Digital Strategy, Digital Marketing, Project Management, Display Advertising, Analytics, Marketing Strategy, Sales Management, Financial Forecasting, Revenue Forecasting, Sales Presentations, Business Development, Business Analysis, Competitive Analysis, Presenting to Clients, Solution Selling, Problem Solving, WebTrends Analytics, YouTube, YouTube API, Performance Attribution, Attribution Modeling
Education
Loughborough University 2005 — 2009
2.1 (Hons) Business Management Sciences, Business, Management and Operations, 2.1
Bruce Angel Bruce Angel's Morgan Stanley Experience September 1999 - October 2004
Job Managing Partner at Old Course Investment Partners, LLC
Industry Financial Services
Experience
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley September 1999 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial...
Education
Louisiana Tech University
University of Houston
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley September 1999 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial...
Education
Louisiana Tech University
University of Houston
Brigitte Faulkner Brigitte Faulkner's Morgan Stanley Experience April 2007 - April 2008
Job Party & Event Helper at Central Coast Party Helpers
Industry Food & Beverages
Experience
Central Coast Party Helpers July 2012 - Present
Celebrate Catering June 2000 - June 2012
Morgan Stanley April 2007 - April 2008
Skills
Sales, Event Planning, Customer Service, Catering, Food, Cooking, Networking, Marketing, Social Media, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales Management, Management, Corporate Events, Product Development, Public Relations
Education
Los Angeles City College
Central Coast Party Helpers July 2012 - Present
Celebrate Catering June 2000 - June 2012
Morgan Stanley April 2007 - April 2008
Skills
Sales, Event Planning, Customer Service, Catering, Food, Cooking, Networking, Marketing, Social Media, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales Management, Management, Corporate Events, Product Development, Public Relations
Education
Los Angeles City College
Milton Hamer III's Morgan Stanley Experience 2003 - 2005
Job CERTIFIED FINANCIAL PLANNER™ with Lee, Dougherty & Ferrara Investment Management
Industry Financial Services
Experience
Lee, Dougherty & Ferrara Investment Management September 2005 - Present
Morgan Stanley 2003 - 2005
Vector Marketing 1998 - 2003
Skills
Investments, Series 7, Strategic Financial..., Securities, Insurance, Financial Services, Finance, FINRA, Retirement Planning, Wealth Management, Marketing, Sales, Strategic Planning, Financial Analysis, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Financial Planning
Education
Louisiana State University and Agricultural and Mechanical College 1997 — 2001
BS, Marketing
Morgan City High School 1992 — 1997
Lee, Dougherty & Ferrara Investment Management September 2005 - Present
Morgan Stanley 2003 - 2005
Vector Marketing 1998 - 2003
Skills
Investments, Series 7, Strategic Financial..., Securities, Insurance, Financial Services, Finance, FINRA, Retirement Planning, Wealth Management, Marketing, Sales, Strategic Planning, Financial Analysis, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Financial Planning
Education
Louisiana State University and Agricultural and Mechanical College 1997 — 2001
BS, Marketing
Morgan City High School 1992 — 1997
Michael Cranmer Michael Cranmer's Morgan Stanley Experience October 2009 - November 2010
Job Finance Manager at D & D Cyles, Inc.
Industry Sports
Experience
D & D Cyles, Inc. September 2014 - Present
Morgan Stanley October 2009 - November 2010
Cranmer & Associates, LLC June 2006 - August 2009
BBVA Compass November 2001 - June 2006
Whitney Bank November 1996 - July 2001
AmSouth Bank 1986 - 1996
Skills
Strategic Planning, Marketing Strategy, Business Development, New Business Development, Project Management, Business Strategy, Management Consulting, Team Leadership, Business Analysis, Team Management, Product Development, Leadership, Management, Budgets, Insurance, Banking, Real Estate, Loans, Risk Management, Financial Analysis, Finance, Mergers & Acquisitions, Business Planning, Strategy, Commercial Banking, Portfolio Management
Education
Louisiana State University 1992 — 1995
Graduate School of Banking of the South Degree, Economics and International Monetary Policy, Graduate Degree
University of Florida 1978 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
D & D Cyles, Inc. September 2014 - Present
Morgan Stanley October 2009 - November 2010
Cranmer & Associates, LLC June 2006 - August 2009
BBVA Compass November 2001 - June 2006
Whitney Bank November 1996 - July 2001
AmSouth Bank 1986 - 1996
Skills
Strategic Planning, Marketing Strategy, Business Development, New Business Development, Project Management, Business Strategy, Management Consulting, Team Leadership, Business Analysis, Team Management, Product Development, Leadership, Management, Budgets, Insurance, Banking, Real Estate, Loans, Risk Management, Financial Analysis, Finance, Mergers & Acquisitions, Business Planning, Strategy, Commercial Banking, Portfolio Management
Education
Louisiana State University 1992 — 1995
Graduate School of Banking of the South Degree, Economics and International Monetary Policy, Graduate Degree
University of Florida 1978 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Michele Grassano Michele Grassano's Morgan Stanley Experience December 2013 - August 2015
Job H.I.G Capital
Industry Venture Capital & Private Equity
Experience
H.I.G Capital August 2015 - Present
Morgan Stanley December 2013 - August 2015
Morgan Stanley March 2013 - December 2013
Mattress Firm January 2010 - February 2013
Skills
Finance, Leadership, Financial Analysis, Client Development, Data Analysis, Marketing, Client Relations Skills, Research, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Customer Service, Event Planning, Microsoft Office, Social Media, Time Management, Sales, Teamwork, Management, Investments, Team Building
Education
Long Island University 2011 — 2015
Bachelor of Science (B.S.), Finance
Sacred Heart Academy Highschool 2008 — 2011
H.I.G Capital August 2015 - Present
Morgan Stanley December 2013 - August 2015
Morgan Stanley March 2013 - December 2013
Mattress Firm January 2010 - February 2013
Skills
Finance, Leadership, Financial Analysis, Client Development, Data Analysis, Marketing, Client Relations Skills, Research, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Customer Service, Event Planning, Microsoft Office, Social Media, Time Management, Sales, Teamwork, Management, Investments, Team Building
Education
Long Island University 2011 — 2015
Bachelor of Science (B.S.), Finance
Sacred Heart Academy Highschool 2008 — 2011
Matthew Wickham Matthew Wickham's Morgan Stanley Experience July 2008 - October 2008
Job Manager at Accenture
Industry Capital Markets
Experience
Accenture January 2010 - Present
Morgan Stanley July 2008 - October 2008
Accenture July 2007 - July 2008
Skills
Business Analysis, Change Management, Business Strategy, Financial Services, Investments, Capital Markets, Investment Banking, Trading
Education
Loughborough University 2005 — 2009
Management Sciences, Economics, Banking, Quantitative Methods, ERP, Corporate Law
The Judd School
Williston Northampton School
Accenture January 2010 - Present
Morgan Stanley July 2008 - October 2008
Accenture July 2007 - July 2008
Skills
Business Analysis, Change Management, Business Strategy, Financial Services, Investments, Capital Markets, Investment Banking, Trading
Education
Loughborough University 2005 — 2009
Management Sciences, Economics, Banking, Quantitative Methods, ERP, Corporate Law
The Judd School
Williston Northampton School
Oksana Sokolovsky Oksana Sokolovsky's Morgan Stanley Experience March 2005 - May 2009
Job ROKITT, CoFounder and CEO
Industry Information Technology and Services
Experience
ROKITT August 2014 - Present
Deutsche Bank October 2013 - July 2014
Deutsche Bank November 2012 - October 2013
Deutsche Bank January 2012 - November 2012
Deutsche Bank May 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - May 2010
Morgan Stanley March 2005 - May 2009
United Health Group June 2004 - March 2005
JPMorgan Chase December 2000 - June 2004
Deutsche Bank 1999 - 2000
Skills
Vendor Management, Program Management, Integration, Quality Assurance, Outsourcing, Six Sigma, Management, Process Engineering, Risk Management, Banking, Team Building, Performance Management, Business Process, Strategy, Relationship Management, Security, IT Strategy, SDLC, Investment Banking, Testing, PMO, Infrastructure, Project Portfolio..., IT Management, Project Delivery, Financial Services, Business Transformation, Change Management, Requirements Analysis, Process Improvement, IT Operations, Business Analysis, Databases, Disaster Recovery, Enterprise Architecture, ITIL, Leadership, Offshoring, Stakeholder Management
Education
INSEAD 2013 — 2013
London Business School 2012 — 2013
Long Island University 1998 — 1999
Master's degree
Long Island University 1995 — 1996
MA
Long Island University 1989 — 1993
BA
ROKITT August 2014 - Present
Deutsche Bank October 2013 - July 2014
Deutsche Bank November 2012 - October 2013
Deutsche Bank January 2012 - November 2012
Deutsche Bank May 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - May 2010
Morgan Stanley March 2005 - May 2009
United Health Group June 2004 - March 2005
JPMorgan Chase December 2000 - June 2004
Deutsche Bank 1999 - 2000
Skills
Vendor Management, Program Management, Integration, Quality Assurance, Outsourcing, Six Sigma, Management, Process Engineering, Risk Management, Banking, Team Building, Performance Management, Business Process, Strategy, Relationship Management, Security, IT Strategy, SDLC, Investment Banking, Testing, PMO, Infrastructure, Project Portfolio..., IT Management, Project Delivery, Financial Services, Business Transformation, Change Management, Requirements Analysis, Process Improvement, IT Operations, Business Analysis, Databases, Disaster Recovery, Enterprise Architecture, ITIL, Leadership, Offshoring, Stakeholder Management
Education
INSEAD 2013 — 2013
London Business School 2012 — 2013
Long Island University 1998 — 1999
Master's degree
Long Island University 1995 — 1996
MA
Long Island University 1989 — 1993
BA
Omer Ivanir's Morgan Stanley Experience January 2007 - April 2007
Job Managing Partner at TriWest Development
Industry Financial Services
Experience
TriWest Development January 2014 - Present
George Smith Partners September 2011 - January 2014
Hudson Advisory Partners April 2007 - August 2011
Morgan Stanley January 2007 - April 2007
Marcus & Millichap June 2005 - September 2005
Skills
Valuation, Real Estate Economics, Apartments, Financial Modeling, Disposition, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions, Real Estate Financing, Finance, Mortgage Lending, Residential Homes, Due Diligence, Joint Ventures, Underwriting, Investors, Brokerage, Investments, Real Estate, Asset Management, Real Estate Development, Negotiation, Mergers, Loans, Investment Banking, Property Management, Investment Properties, Financial Structuring, Financial Analysis, Mezzanine, Leases, Structured Finance, Capital Markets, Entitlements, Portfolio Management, Acquisitions, Property, Tenant, Private Equity, Real Property, Location Intelligence, Commercial Mortgages
Education
Loyola Law School, Loyola Marymount University 2008 — 2012
Juris Doctor
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science (B.S.), Business Administration
TriWest Development January 2014 - Present
George Smith Partners September 2011 - January 2014
Hudson Advisory Partners April 2007 - August 2011
Morgan Stanley January 2007 - April 2007
Marcus & Millichap June 2005 - September 2005
Skills
Valuation, Real Estate Economics, Apartments, Financial Modeling, Disposition, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions, Real Estate Financing, Finance, Mortgage Lending, Residential Homes, Due Diligence, Joint Ventures, Underwriting, Investors, Brokerage, Investments, Real Estate, Asset Management, Real Estate Development, Negotiation, Mergers, Loans, Investment Banking, Property Management, Investment Properties, Financial Structuring, Financial Analysis, Mezzanine, Leases, Structured Finance, Capital Markets, Entitlements, Portfolio Management, Acquisitions, Property, Tenant, Private Equity, Real Property, Location Intelligence, Commercial Mortgages
Education
Loyola Law School, Loyola Marymount University 2008 — 2012
Juris Doctor
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Nick Harness Nick Harness's Morgan Stanley Experience March 2006 - 2014
Job Managing Director at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Morgan Stanley March 2006 - 2014
Morgan Stanley 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
Various 1991 - February 1997
Skills
IT Strategy, Management, Vendor Management, Business Analysis, Business Process..., Project Management, Program Management, Project Portfolio..., Equities, IT Management, Strategy, Risk Management, Fixed Income, Market Data, Change Management, Portfolio Management, Process Improvement, Product Management, Trading Systems, Process Engineering, Product Innovation, Capital Markets, Solution Architecture, Business Management, Business Strategy, Cross-functional Team..., CRM, Hedge Funds, Innovation Management, Governance, Start-ups, Mergers & Acquisitions, Business Process, Management Consulting, SDLC, Business Intelligence, Integration, Cloud Computing, Software Project..., Outsourcing, Business Transformation, Electronic Trading, PMO, Investment Banking, ITIL, Enterprise Architecture, Project Delivery, Solution Design, Innovation, Communication Skills
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Management
London South Bank University 1987 — 1991
BEng (Honours), Electrical & Electronic Engineering
JPMorgan Chase & Co. February 2015 - Present
Morgan Stanley March 2006 - 2014
Morgan Stanley 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
Various 1991 - February 1997
Skills
IT Strategy, Management, Vendor Management, Business Analysis, Business Process..., Project Management, Program Management, Project Portfolio..., Equities, IT Management, Strategy, Risk Management, Fixed Income, Market Data, Change Management, Portfolio Management, Process Improvement, Product Management, Trading Systems, Process Engineering, Product Innovation, Capital Markets, Solution Architecture, Business Management, Business Strategy, Cross-functional Team..., CRM, Hedge Funds, Innovation Management, Governance, Start-ups, Mergers & Acquisitions, Business Process, Management Consulting, SDLC, Business Intelligence, Integration, Cloud Computing, Software Project..., Outsourcing, Business Transformation, Electronic Trading, PMO, Investment Banking, ITIL, Enterprise Architecture, Project Delivery, Solution Design, Innovation, Communication Skills
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Management
London South Bank University 1987 — 1991
BEng (Honours), Electrical & Electronic Engineering
Michael Rycheck Michael Rycheck's Morgan Stanley Experience 1987 - 1989
Job Director of Global Accounts at Client Instant Access
Industry Financial Services
Experience
Client Instant Access July 2010 - Present
Stericycle-NNC May 1998 - June 2010
Rycheck Telecommunications Marketing December 1995 - April 1998
Kidder Peabody January 1994 - November 1995
Citi January 1993 - December 1993
Morgan Stanley 1987 - 1989
Skills
Marketing, Sales, Trade Shows, Telecommunication..., Business Planning, CRM, Business, Strategic Partnerships, Competitive Analysis, Strategy, Start-ups, Mergers, Account Management, Pricing, Consulting, Mergers & Acquisitions, Finance, P&L Management, E-commerce, Solution Selling, Product Management, New Business Development, Leadership, Business Development, Equities, Product Marketing
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Penn State University 1982 — 1987
BS
London Business School
Client Instant Access July 2010 - Present
Stericycle-NNC May 1998 - June 2010
Rycheck Telecommunications Marketing December 1995 - April 1998
Kidder Peabody January 1994 - November 1995
Citi January 1993 - December 1993
Morgan Stanley 1987 - 1989
Skills
Marketing, Sales, Trade Shows, Telecommunication..., Business Planning, CRM, Business, Strategic Partnerships, Competitive Analysis, Strategy, Start-ups, Mergers, Account Management, Pricing, Consulting, Mergers & Acquisitions, Finance, P&L Management, E-commerce, Solution Selling, Product Management, New Business Development, Leadership, Business Development, Equities, Product Marketing
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Penn State University 1982 — 1987
BS
London Business School
Lindsay Baldwin-Bullock Lindsay Baldwin-Bullock's Morgan Stanley Experience June 1997 - August 2002
Job Associate Broker at Heather Croner Real Estate, Sotheby's International Real Estate
Industry Real Estate
Experience
Heather Croner Real Estate, Sotheby's International Real Estate January 2004 - Present
Morgan Stanley June 1997 - August 2002
Skills
Sellers, First Time Home Buyers, Relocation, Real Estate, Investment Properties, Luxury, Residential Homes, Real Estate Transactions, Buyer Representation, Interior Design, Single Family Homes, Investors, New Home Sales, Condos, Listings
Education
London Business School
Heather Croner Real Estate, Sotheby's International Real Estate January 2004 - Present
Morgan Stanley June 1997 - August 2002
Skills
Sellers, First Time Home Buyers, Relocation, Real Estate, Investment Properties, Luxury, Residential Homes, Real Estate Transactions, Buyer Representation, Interior Design, Single Family Homes, Investors, New Home Sales, Condos, Listings
Education
London Business School
Robert A Brown's Morgan Stanley Experience April 2014 - August 2015
Job Registered Client Service Associate for Kievman & Associates | Co Founder, CMO at The DJ|JD Foundation
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
The DJJD Foundation October 2014 - Present
Morgan Stanley April 2014 - August 2015
Morgan Stanley November 2008 - April 2014
Skills
Customer Service, Administrative..., Operational Excellence, Series 7, Series 63, Nonprofits, Client Relations, Client Services, Financial Analysis, Marketing, Social Media Marketing, Securities
Education
Los Angeles Pierce College 2006 — 2008
William Howard Taft High School 2002 — 2006
High School, 3.1
Ameriprise Financial Services, Inc. August 2015 - Present
The DJJD Foundation October 2014 - Present
Morgan Stanley April 2014 - August 2015
Morgan Stanley November 2008 - April 2014
Skills
Customer Service, Administrative..., Operational Excellence, Series 7, Series 63, Nonprofits, Client Relations, Client Services, Financial Analysis, Marketing, Social Media Marketing, Securities
Education
Los Angeles Pierce College 2006 — 2008
William Howard Taft High School 2002 — 2006
High School, 3.1
Lina Klebanov Lina Klebanov's Morgan Stanley Experience 2002 - 2010
Job Community Investment at Time Warner Cable
Industry Philanthropy
Experience
Time Warner Cable August 2013 - Present
Marsh & McLennan Companies April 2010 - January 2013
Morgan Stanley 2002 - 2010
Junior Achievement of New York November 2002 - June 2003
Skills
Corporate Social..., Philanthropy, Strategic Communications, Public Speaking, Strategic Planning, Volunteer Management, Non-profits, Program Development, Program Management, Grants, Budgets, Nonprofits, Sustainability, Leadership, Strategy, Community Service, Teamwork, Fundraising, Enthusiast, Program Evaluation, Community Development, Event Management, Training, Policy, Strategic Partnerships, Community Outreach
Education
New York University 2000 — 2002
Masters, Public and Nonprofit Management
Long Island University
Bachelor of Science, Major: Public Administration. Minor: Business. Graduated Cum Laude. Dean’s List
Time Warner Cable August 2013 - Present
Marsh & McLennan Companies April 2010 - January 2013
Morgan Stanley 2002 - 2010
Junior Achievement of New York November 2002 - June 2003
Skills
Corporate Social..., Philanthropy, Strategic Communications, Public Speaking, Strategic Planning, Volunteer Management, Non-profits, Program Development, Program Management, Grants, Budgets, Nonprofits, Sustainability, Leadership, Strategy, Community Service, Teamwork, Fundraising, Enthusiast, Program Evaluation, Community Development, Event Management, Training, Policy, Strategic Partnerships, Community Outreach
Education
New York University 2000 — 2002
Masters, Public and Nonprofit Management
Long Island University
Bachelor of Science, Major: Public Administration. Minor: Business. Graduated Cum Laude. Dean’s List
Jessica Crowell-Graff Jessica Crowell-Graff's Morgan Stanley Experience May 2014 - Present
Job Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Smuggler Jack's May 2015 - Present
Applebee's September 2014 - May 2015
Friendly's Ice Cream, LLC December 2012 - August 2014
Massapequa High School's The Chief June 2012 - June 2013
Long Island Soccer Referee Association September 2009 - June 2013
All American Hamburger Drive-In July 2011 - December 2012
Education
Rider University 2013 — 2015
Bachelor of Science in Business Administration, Business/Managerial Economics, 3.98
Long Island University 2012 — 2013
A
Massapequa High School 2010 — 2013
High School Diploma, Advanced Regents Diploma
Morgan Stanley May 2014 - Present
Smuggler Jack's May 2015 - Present
Applebee's September 2014 - May 2015
Friendly's Ice Cream, LLC December 2012 - August 2014
Massapequa High School's The Chief June 2012 - June 2013
Long Island Soccer Referee Association September 2009 - June 2013
All American Hamburger Drive-In July 2011 - December 2012
Education
Rider University 2013 — 2015
Bachelor of Science in Business Administration, Business/Managerial Economics, 3.98
Long Island University 2012 — 2013
A
Massapequa High School 2010 — 2013
High School Diploma, Advanced Regents Diploma
Katie O'Connor's Morgan Stanley Experience September 2007 - March 2010
Job Wealth Management Operations & Client Service Specialist
Industry Financial Services
Experience
WrapManager, Inc November 2014 - Present
Goldman Sachs March 2010 - July 2014
Morgan Stanley September 2007 - March 2010
Skills
Risk Management, Financial Advisory, Wealth Management, Investment Banking, Customer Service, Operations Management, Manage Client..., Process Improvement, Organization, Communication, Positive Personality, Dependable Team Player, Trading, Training, Investments, Management, Equities, Asset Management, Portfolio Management, Finance
Education
Loughborough University 2003 — 2007
Bachelor of Science Degree with Honors, Banking, Finance and Management, Awarded Grade: First Class (1:1)
WrapManager, Inc November 2014 - Present
Goldman Sachs March 2010 - July 2014
Morgan Stanley September 2007 - March 2010
Skills
Risk Management, Financial Advisory, Wealth Management, Investment Banking, Customer Service, Operations Management, Manage Client..., Process Improvement, Organization, Communication, Positive Personality, Dependable Team Player, Trading, Training, Investments, Management, Equities, Asset Management, Portfolio Management, Finance
Education
Loughborough University 2003 — 2007
Bachelor of Science Degree with Honors, Banking, Finance and Management, Awarded Grade: First Class (1:1)
Justinah Malaspina. LL.M, CAMS's Morgan Stanley Experience December 2013 - January 2014
Job VP AML / KYC Case Lead
Industry Banking
Experience
Top 10 Investment Bank October 2014 - Present
HSBC June 2014 - October 2014
EY March 2014 - April 2014
Morgan Stanley December 2013 - January 2014
Consulting - JP Morgan (Navigant Project) September 2013 - October 2013
First Bank of Nigeria Plc March 2009 - May 2013
Renaissance Capital UK / Renaissance Securities (Nig) Ltd May 2007 - November 2008
JP Morgan / BNY Mellon July 2005 - May 2007
WestLB. Chevron Texaco. Bank One NA. Mizuho International. Bank Melli Iran. Kokusai Europe Ltd. CSFB March 1999 - September 2004
Skills
Convert local and..., Policy, AML, Risk Management, Banking, KYC, Corporate Governance, Financial Risk, Due Diligence, Equities, Financial Analysis, Corporate Finance, Credit, Investment Banking, Regulations, Management, Strategy, Finance, Risk Assessment, Financial Regulation, Analysis, Bank Secrecy Act, Auditing, Investments, Operational Risk..., Trading, Credit Risk, Operational Risk, Anti Money Laundering
Education
London Metropolitan University 1997 — 1998
LLM, International Business Law
Staffordshire University 1992 — 1994
LLB (Hons), Law
Top 10 Investment Bank October 2014 - Present
HSBC June 2014 - October 2014
EY March 2014 - April 2014
Morgan Stanley December 2013 - January 2014
Consulting - JP Morgan (Navigant Project) September 2013 - October 2013
First Bank of Nigeria Plc March 2009 - May 2013
Renaissance Capital UK / Renaissance Securities (Nig) Ltd May 2007 - November 2008
JP Morgan / BNY Mellon July 2005 - May 2007
WestLB. Chevron Texaco. Bank One NA. Mizuho International. Bank Melli Iran. Kokusai Europe Ltd. CSFB March 1999 - September 2004
Skills
Convert local and..., Policy, AML, Risk Management, Banking, KYC, Corporate Governance, Financial Risk, Due Diligence, Equities, Financial Analysis, Corporate Finance, Credit, Investment Banking, Regulations, Management, Strategy, Finance, Risk Assessment, Financial Regulation, Analysis, Bank Secrecy Act, Auditing, Investments, Operational Risk..., Trading, Credit Risk, Operational Risk, Anti Money Laundering
Education
London Metropolitan University 1997 — 1998
LLM, International Business Law
Staffordshire University 1992 — 1994
LLB (Hons), Law
Maria Rowana Black's Morgan Stanley Experience March 2000 - November 2006
Job EXECUTIVE ADMINISTRATIVE SPECIALIST
Industry Oil & Energy
Experience
Orascom E&C USA, Inc. (Natgasoline by OCI) December 2014 - Present
A-1 Virtual Assistant Enterprises August 2011 - December 2014
Sterling Financial Partners, LLC, Masschusetts Mutual Financial Group October 2012 - July 2014
Western Financial Planning March 2007 - August 2011
Morgan Stanley March 2000 - November 2006
Talent Tree Staffinf Agency 1991 - 2000
Stone Petroleum Corporation December 1979 - April 1990
Skills
Administrative..., Oil & Gas Industry, Customer Service, Administrative Support, Sales Support, Team Building, Calendars, Time Management, Accounts Payable, Outlook, MS Office Suite, Excel, PowerPoint, Financial Services, Human Resources, Multitasker, Prioritization, Team Leadership, Event Planning, Teamwork, Coordination, New Business Development, Retirement Planning, Mutual Funds, Management, Securities, Investments, Insurance, Database Administration, Expenses, Equities, Sales, Research, Documentation, Process Improvement, Critical Thinking, Negotiation, Charts, Compliance, Troubleshooting, Asset Management, Finance, Financial Markets, Monthly Reporting, Budgeting, Internet Recruiting, Leadership, Microsoft Word, Strategic Planning, Microsoft Office
Education
Saddleback College 1990 — 1997
Business -Liberal Arts
Louisiana State University and Agricultural and Mechanical College 1982 — 1984
Insurance - Finance
University of Southwestern Louisiana (UofL) 1978 — 1980
Business, Real Estate, Paralegal
T. H. Harris Vocational Technical School 1976 — 1978
Business - Nursing
Arnaudville High School 1972 — 1976
HS, General Studies; French
Orascom E&C USA, Inc. (Natgasoline by OCI) December 2014 - Present
A-1 Virtual Assistant Enterprises August 2011 - December 2014
Sterling Financial Partners, LLC, Masschusetts Mutual Financial Group October 2012 - July 2014
Western Financial Planning March 2007 - August 2011
Morgan Stanley March 2000 - November 2006
Talent Tree Staffinf Agency 1991 - 2000
Stone Petroleum Corporation December 1979 - April 1990
Skills
Administrative..., Oil & Gas Industry, Customer Service, Administrative Support, Sales Support, Team Building, Calendars, Time Management, Accounts Payable, Outlook, MS Office Suite, Excel, PowerPoint, Financial Services, Human Resources, Multitasker, Prioritization, Team Leadership, Event Planning, Teamwork, Coordination, New Business Development, Retirement Planning, Mutual Funds, Management, Securities, Investments, Insurance, Database Administration, Expenses, Equities, Sales, Research, Documentation, Process Improvement, Critical Thinking, Negotiation, Charts, Compliance, Troubleshooting, Asset Management, Finance, Financial Markets, Monthly Reporting, Budgeting, Internet Recruiting, Leadership, Microsoft Word, Strategic Planning, Microsoft Office
Education
Saddleback College 1990 — 1997
Business -Liberal Arts
Louisiana State University and Agricultural and Mechanical College 1982 — 1984
Insurance - Finance
University of Southwestern Louisiana (UofL) 1978 — 1980
Business, Real Estate, Paralegal
T. H. Harris Vocational Technical School 1976 — 1978
Business - Nursing
Arnaudville High School 1972 — 1976
HS, General Studies; French
Raymond Olsen Raymond Olsen's Morgan Stanley Experience September 1989 - April 1996
Job CFO at Group One Investments LLC
Industry Airlines/Aviation
Experience
Group One Investments LLC September 2009 - Present
Barclays Capital July 2007 - May 2009
Deutsche Bank Securities February 1998 - July 2007
Nat West April 1996 - February 1998
Morgan Stanley September 1989 - April 1996
Ernst & Young September 1987 - September 1989
Pannell Kerr & Foster October 1985 - September 1987
Skills
Accounting, Equities, Investments, Derivatives, Financial Services, Managerial Finance, Account Reconciliation, Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Financial Risk, Finance, Swaps, Trading, Structured Products, Settlement, Investment Banking, Capital Markets, Fixed Income, Middle Office, Asset Management, Securities, Financial Modeling, Alternative Investments, Funding, Structured Finance, Financial Markets, Private Equity, Treasury, Financial Structuring, Valuation, Corporate Finance, Cash Management, Emerging Markets
Education
London Business School 2006 — 2007
Deutsche Bank GTO Leadership Programme, Business/Managerial Economics
Saint John's University 1981 — 1985
Bachelors, Accounting
State University of New York College at Geneseo 1981 — 1981
Group One Investments LLC September 2009 - Present
Barclays Capital July 2007 - May 2009
Deutsche Bank Securities February 1998 - July 2007
Nat West April 1996 - February 1998
Morgan Stanley September 1989 - April 1996
Ernst & Young September 1987 - September 1989
Pannell Kerr & Foster October 1985 - September 1987
Skills
Accounting, Equities, Investments, Derivatives, Financial Services, Managerial Finance, Account Reconciliation, Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Financial Risk, Finance, Swaps, Trading, Structured Products, Settlement, Investment Banking, Capital Markets, Fixed Income, Middle Office, Asset Management, Securities, Financial Modeling, Alternative Investments, Funding, Structured Finance, Financial Markets, Private Equity, Treasury, Financial Structuring, Valuation, Corporate Finance, Cash Management, Emerging Markets
Education
London Business School 2006 — 2007
Deutsche Bank GTO Leadership Programme, Business/Managerial Economics
Saint John's University 1981 — 1985
Bachelors, Accounting
State University of New York College at Geneseo 1981 — 1981
Julie Cowan Julie Cowan's Morgan Stanley Experience November 2004 - August 2015
Job Managing Director and Head of Sales, Global Equity Derivatives, Scotiabank GBM
Industry Financial Services
Experience
Scotiabank Global Banking and Markets August 2015 - Present
Morgan Stanley November 2004 - August 2015
Skills
Equities, Derivatives, Capital Markets, Business Strategy, Fixed Income, Portfolio Management, Valuation
Education
London Business School 2002 — 2004
Master of Business Administration (MBA)
University of Waterloo 1992 — 1997
Bachelor of Arts (B.A.), Applied Economics
Scotiabank Global Banking and Markets August 2015 - Present
Morgan Stanley November 2004 - August 2015
Skills
Equities, Derivatives, Capital Markets, Business Strategy, Fixed Income, Portfolio Management, Valuation
Education
London Business School 2002 — 2004
Master of Business Administration (MBA)
University of Waterloo 1992 — 1997
Bachelor of Arts (B.A.), Applied Economics
Brandy Lynn Boudreaux's Morgan Stanley Experience March 2007 - February 2015
Job Residential Mortgage Loan Originator at Westin Mortgage NMLS #1236884
Industry Financial Services
Experience
Westin Mortgage March 2015 - Present
Morgan Stanley March 2007 - February 2015
FedEx Office August 2005 - March 2007
Iberville Bank February 2003 - May 2005
Skills
Series 7, Series 65, Microsoft Office, Project Management, Strategic Planning, Customer Service, Leadership, Management, Residential Homes, Marketing
Education
Louisiana State University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Bishop Sullivan High School 1999 — 2002
Westin Mortgage March 2015 - Present
Morgan Stanley March 2007 - February 2015
FedEx Office August 2005 - March 2007
Iberville Bank February 2003 - May 2005
Skills
Series 7, Series 65, Microsoft Office, Project Management, Strategic Planning, Customer Service, Leadership, Management, Residential Homes, Marketing
Education
Louisiana State University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Bishop Sullivan High School 1999 — 2002
James W. Meng's Morgan Stanley Experience June 2009 - August 2009
Job Experienced, proven, technologyfocused business development professional
Industry Internet
Experience
Sotheby's 2012 - June 2015
Media Ingenuity Ltd 2011 - 2012
Morgan Stanley June 2009 - August 2009
Meng & Company August 2004 - June 2009
Albany Symphony Orchestra 2008 - 2009
Skills
Business Development, Business Strategy, Account Management, Market Research, Project Management, Financial Analysis, Negotiation, E-commerce Optimization, Strategic Planning, Data Analysis, SQL, Competitive Analysis, Marketing Communications, Statistical Data..., Business Intelligence, Strategy, C++, Sales, JavaScript, HTML, CSS, Access, Tableau, Analysis
Education
London Business School 2010 — 2011
Master of Science (M.S.), Management
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Business Administration; B.A., Russian Language & Literature, summa cum laude
Sotheby's 2012 - June 2015
Media Ingenuity Ltd 2011 - 2012
Morgan Stanley June 2009 - August 2009
Meng & Company August 2004 - June 2009
Albany Symphony Orchestra 2008 - 2009
Skills
Business Development, Business Strategy, Account Management, Market Research, Project Management, Financial Analysis, Negotiation, E-commerce Optimization, Strategic Planning, Data Analysis, SQL, Competitive Analysis, Marketing Communications, Statistical Data..., Business Intelligence, Strategy, C++, Sales, JavaScript, HTML, CSS, Access, Tableau, Analysis
Education
London Business School 2010 — 2011
Master of Science (M.S.), Management
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Business Administration; B.A., Russian Language & Literature, summa cum laude
Todd Gifford MBA,Ph.D. Todd Gifford MBA,Ph.D.'s Morgan Stanley Experience January 1998 - February 2008
Job Divisional Director of Finance
Industry Hospital & Health Care
Experience
MCCI June 2008 - Present
MCCI Group June 2008 - Present
Biomet February 2004 - May 2008
Morgan Stanley January 1998 - February 2008
Skills
Healthcare, Finance, Hospitals, Business Planning, Healthcare Management, Strategic Planning, Business Development, Business Strategy, Team Building, New Business Development, Managed Care, Change Management, Sales Operations, Leadership, Process Improvement, Medical Devices, Start-ups, Health Policy, Physicians, Revenue Cycle, Medicare, Healthcare Consulting, Practice Management, HIPAA, Healthcare Information..., Informatics, Health Insurance, Healthcare Industry, Executive Management, Physician Relations, Medicaid, Revenue Cycle Management, EMR, Utilization Management, Insurance, Quality Improvement, Management, Provider Relations, EHR, Home Care, PPO, Long-term Care, Performance Improvement, Employee Benefits, Medicare Part D, Claim, Network Development, Disease Management, Orthopedic, HMO
Education
London Business School 2009 — 2013
Doctor of Philosophy (Ph.D.), Business Administration and Management, General, 3.8
Webster University 1999 — 2001
MBA, Finance
University of Arkansas at Fayetteville 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government
MCCI June 2008 - Present
MCCI Group June 2008 - Present
Biomet February 2004 - May 2008
Morgan Stanley January 1998 - February 2008
Skills
Healthcare, Finance, Hospitals, Business Planning, Healthcare Management, Strategic Planning, Business Development, Business Strategy, Team Building, New Business Development, Managed Care, Change Management, Sales Operations, Leadership, Process Improvement, Medical Devices, Start-ups, Health Policy, Physicians, Revenue Cycle, Medicare, Healthcare Consulting, Practice Management, HIPAA, Healthcare Information..., Informatics, Health Insurance, Healthcare Industry, Executive Management, Physician Relations, Medicaid, Revenue Cycle Management, EMR, Utilization Management, Insurance, Quality Improvement, Management, Provider Relations, EHR, Home Care, PPO, Long-term Care, Performance Improvement, Employee Benefits, Medicare Part D, Claim, Network Development, Disease Management, Orthopedic, HMO
Education
London Business School 2009 — 2013
Doctor of Philosophy (Ph.D.), Business Administration and Management, General, 3.8
Webster University 1999 — 2001
MBA, Finance
University of Arkansas at Fayetteville 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Cedric Char Cedric Char's Morgan Stanley Experience June 2014 - August 2014
Job Finance and Strategy Intern at Outerknown
Industry Financial Services
Experience
Outerknown August 2015 - Present
Bank of Hawaii June 2015 - August 2015
Keygent Advisors September 2014 - November 2014
Morgan Stanley June 2014 - August 2014
Punahou School June 2014 - July 2014
FilmBreak September 2013 - November 2013
Billabong June 2013 - August 2013
Loyola Marymount University August 2012 - May 2013
Skills
Microsoft Word, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Financial Analysis, Customer Service
Education
Loyola Marymount University 2012 — 2016
Bachelor's Degree, Finance, Junior
Punahou School 1999 — 2012
High School, 12th Grade
Outerknown August 2015 - Present
Bank of Hawaii June 2015 - August 2015
Keygent Advisors September 2014 - November 2014
Morgan Stanley June 2014 - August 2014
Punahou School June 2014 - July 2014
FilmBreak September 2013 - November 2013
Billabong June 2013 - August 2013
Loyola Marymount University August 2012 - May 2013
Skills
Microsoft Word, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Financial Analysis, Customer Service
Education
Loyola Marymount University 2012 — 2016
Bachelor's Degree, Finance, Junior
Punahou School 1999 — 2012
High School, 12th Grade
Leyna N'Vietson's Morgan Stanley Experience March 2007 - February 2011
Job FRB Regulatory Infrastructure Implementation, CCAR, Change Management
Industry Banking
Experience
BNP Paribas April 2015 - Present
Credit Suisse September 2014 - April 2015
Deutsche Bank January 2014 - September 2014
AIG March 2013 - December 2013
Bank of America September 2012 - February 2013
Citi May 2011 - September 2012
JPMorgan Chase February 2011 - April 2011
Morgan Stanley March 2007 - February 2011
Citi February 2004 - March 2007
The Shore Group February 2002 - February 2004
Skills
Credit Risk, Investment Banking, Financial Modeling, Financial Reporting, Derivatives, Fixed Income, Financial Risk, Sarbanes-Oxley Act, Financial Analysis, Reporting & Analysis, Basel II, Analysis, Access, Account Reconciliation, Accounting, Alternative Investments, Analytics, Asset Management, Auditing, Banking, Bloomberg, Business Analysis, Business Requirements, Capital Markets, Cash Management, Credit, Corporate Finance, Enterprise Risk..., Equities, Due Diligence, Executive Management, Finance, Financial Forecasting, Financial Services, Forecasting, General Ledger, Hedge Funds, IFRS, Insurance, Investments, Loans, Management, Market Risk, Mergers, Portfolio Management, Private Equity, Quantitative Analytics, Securities, Risk Management, Relationship Management
Education
Louisiana State University 1995 — 1999
Bachelor of Science, Marketing
BNP Paribas April 2015 - Present
Credit Suisse September 2014 - April 2015
Deutsche Bank January 2014 - September 2014
AIG March 2013 - December 2013
Bank of America September 2012 - February 2013
Citi May 2011 - September 2012
JPMorgan Chase February 2011 - April 2011
Morgan Stanley March 2007 - February 2011
Citi February 2004 - March 2007
The Shore Group February 2002 - February 2004
Skills
Credit Risk, Investment Banking, Financial Modeling, Financial Reporting, Derivatives, Fixed Income, Financial Risk, Sarbanes-Oxley Act, Financial Analysis, Reporting & Analysis, Basel II, Analysis, Access, Account Reconciliation, Accounting, Alternative Investments, Analytics, Asset Management, Auditing, Banking, Bloomberg, Business Analysis, Business Requirements, Capital Markets, Cash Management, Credit, Corporate Finance, Enterprise Risk..., Equities, Due Diligence, Executive Management, Finance, Financial Forecasting, Financial Services, Forecasting, General Ledger, Hedge Funds, IFRS, Insurance, Investments, Loans, Management, Market Risk, Mergers, Portfolio Management, Private Equity, Quantitative Analytics, Securities, Risk Management, Relationship Management
Education
Louisiana State University 1995 — 1999
Bachelor of Science, Marketing
Sally Mendoza Ash's Morgan Stanley Experience 1998 - 2004
Job MBA
Industry Utilities
Experience
Acadian Consulting Group February 2007 - September 2014
Horizon Wealth Management 2004 - 2006
Ascension College January 2004 - April 2004
Morgan Stanley 1998 - 2004
Skills
Strategic Planning, Data Analysis, Microsoft Excel, Customer Service, Project Management, Research, Event Planning, Analysis, Financial Analysis, Microsoft Office, Organizational..., Management, PowerPoint, Leadership Development, Public Relations, Financial Modeling, Market Research, Business Analysis, Marketing Communications, Energy, Valuation, Process Improvement, Business Strategy, Social Media Marketing, Change Management, Management Consulting, Strategy, Report Writing, Copy Editing, Blogging, Leadership
Education
Louisiana State University 2001 — 2004
MBA, 3.571
Nicholls State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.51
Acadian Consulting Group February 2007 - September 2014
Horizon Wealth Management 2004 - 2006
Ascension College January 2004 - April 2004
Morgan Stanley 1998 - 2004
Skills
Strategic Planning, Data Analysis, Microsoft Excel, Customer Service, Project Management, Research, Event Planning, Analysis, Financial Analysis, Microsoft Office, Organizational..., Management, PowerPoint, Leadership Development, Public Relations, Financial Modeling, Market Research, Business Analysis, Marketing Communications, Energy, Valuation, Process Improvement, Business Strategy, Social Media Marketing, Change Management, Management Consulting, Strategy, Report Writing, Copy Editing, Blogging, Leadership
Education
Louisiana State University 2001 — 2004
MBA, 3.571
Nicholls State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.51
Reid Simkovitz's Morgan Stanley Experience June 2015 - August 2015
Job Student at Louisiana State University
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Euro Pacific Capital June 2013 - August 2013
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Markets, Sales, Social Networking, Social Media, Telephone Skills, Teamwork, Training, Public Speaking, Leadership, Marketing, Access, Insurance, Time Management, Finance
Education
Louisiana State University
Bachelor of Science (BS), Business, General
OpenDoor 2015 — 2015
Bank of America Merrill Lynch 2015 Fall Wall Street Virtual Academy, Finance
Cherry Hill High School East 2008 — 2012
Diploma
Morgan Stanley June 2015 - August 2015
Euro Pacific Capital June 2013 - August 2013
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Markets, Sales, Social Networking, Social Media, Telephone Skills, Teamwork, Training, Public Speaking, Leadership, Marketing, Access, Insurance, Time Management, Finance
Education
Louisiana State University
Bachelor of Science (BS), Business, General
OpenDoor 2015 — 2015
Bank of America Merrill Lynch 2015 Fall Wall Street Virtual Academy, Finance
Cherry Hill High School East 2008 — 2012
Diploma
Jennifer Fematt Jennifer Fematt's Morgan Stanley Experience July 2005 - October 2006
Job Broker Associate, Realtor® Cal BRE#01932837
Industry Real Estate
Experience
John Aaroe Group January 2015 - Present
Coldwell Banker August 2013 - January 2015
Merrill Lynch April 2011 - July 2012
Merrill Lynch February 2007 - April 2011
Morgan Stanley July 2005 - October 2006
UBS January 2003 - July 2005
Skills
Estate Planning, High Net Worth..., Series 7, New Business Development, Investments, Financial Advisory, Sales, Uniform Combined State..., Investment Advisory, Strategic Financial..., Financial Services, Investment Strategies, Real Estate Transactions, Listing Homes, Sellers, First Time Home Buyers, Multiple Listing Service, Real Estate, Luxury, Customer Service, Relationship Development, Relationship Management, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Presenting to Clients, External Sales, Sales Presentations, Microsoft Office, Microsoft Excel, Financial Analysis, Philanthropy, Non-profits, Private Foundations, Series 66, Personal Financial..., Trust Services, Private Banking, Money Managers, Social Networking, Mutual Funds, Series 65, Financial Planning, Asset Management
Education
Loyola Marymount University 1999 — 2002
Bachelor of Arts (B.A.), Finance, General
Marina High School
University of Pennsylvania - The Wharton School
Certificate, The Client Relationship Program
John Aaroe Group January 2015 - Present
Coldwell Banker August 2013 - January 2015
Merrill Lynch April 2011 - July 2012
Merrill Lynch February 2007 - April 2011
Morgan Stanley July 2005 - October 2006
UBS January 2003 - July 2005
Skills
Estate Planning, High Net Worth..., Series 7, New Business Development, Investments, Financial Advisory, Sales, Uniform Combined State..., Investment Advisory, Strategic Financial..., Financial Services, Investment Strategies, Real Estate Transactions, Listing Homes, Sellers, First Time Home Buyers, Multiple Listing Service, Real Estate, Luxury, Customer Service, Relationship Development, Relationship Management, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Presenting to Clients, External Sales, Sales Presentations, Microsoft Office, Microsoft Excel, Financial Analysis, Philanthropy, Non-profits, Private Foundations, Series 66, Personal Financial..., Trust Services, Private Banking, Money Managers, Social Networking, Mutual Funds, Series 65, Financial Planning, Asset Management
Education
Loyola Marymount University 1999 — 2002
Bachelor of Arts (B.A.), Finance, General
Marina High School
University of Pennsylvania - The Wharton School
Certificate, The Client Relationship Program
Sandy McNerney Sandy McNerney's Morgan Stanley Experience 2006 - 2008
Job Executive Assistant, Rogers Digital Media
Industry Entertainment
Experience
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Christian Limon's Morgan Stanley Experience 2005 - 2006
Job Mobile Entrepreneur
Industry Internet
Experience
TBA June 2015 - Present
Glu Mobile May 2013 - June 2015
Tapjoy July 2011 - May 2013
Morgan Keegan & Co. (Raymond James) October 2010 - February 2011
SK Telecom Americas June 2010 - September 2010
Private Ventures May 2009 - August 2010
Loyola Marymount University 2009 - 2010
Network for Teaching Entrepreneurship (NFTE) 2009 - 2009
Citigroup 2006 - 2006
Morgan Stanley 2005 - 2006
Education
Loyola Marymount University
MBA, Finance
University of Southern California
BA, Economics
TBA June 2015 - Present
Glu Mobile May 2013 - June 2015
Tapjoy July 2011 - May 2013
Morgan Keegan & Co. (Raymond James) October 2010 - February 2011
SK Telecom Americas June 2010 - September 2010
Private Ventures May 2009 - August 2010
Loyola Marymount University 2009 - 2010
Network for Teaching Entrepreneurship (NFTE) 2009 - 2009
Citigroup 2006 - 2006
Morgan Stanley 2005 - 2006
Education
Loyola Marymount University
MBA, Finance
University of Southern California
BA, Economics
Jamie Mead's Morgan Stanley Experience August 2002 - August 2004
Job Partner / Director at Tyrus Capital
Industry Investment Management
Experience
Tyrus Capital April 2009 - Present
Deephaven Capital Management July 2005 - April 2009
Goldman Sachs August 2004 - July 2005
Morgan Stanley August 2002 - August 2004
Skills
Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Equities, Fixed Income, Derivatives, Prime Brokerage, Strategy, Management, Trading Systems, Business Strategy, Leadership, Entrepreneurship, Strategic Planning, Trading, Investment Strategies, Start-ups, Capital Markets, Asset Managment, Global Investment..., Project Management, investment, busine, Change Management, Talent Management, Strategic Thinking, Consulting, Business Transformation, tradin, Investments, Asset Management
Education
Loughborough University 1996 — 2001
MEng, Engineering
Tyrus Capital April 2009 - Present
Deephaven Capital Management July 2005 - April 2009
Goldman Sachs August 2004 - July 2005
Morgan Stanley August 2002 - August 2004
Skills
Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Equities, Fixed Income, Derivatives, Prime Brokerage, Strategy, Management, Trading Systems, Business Strategy, Leadership, Entrepreneurship, Strategic Planning, Trading, Investment Strategies, Start-ups, Capital Markets, Asset Managment, Global Investment..., Project Management, investment, busine, Change Management, Talent Management, Strategic Thinking, Consulting, Business Transformation, tradin, Investments, Asset Management
Education
Loughborough University 1996 — 2001
MEng, Engineering
Dean Ivey Dean Ivey's Morgan Stanley Experience April 2002 - March 2007
Job Sales Manager at BMI Business Medical Institute, LLC
Industry Internet
Experience
BMI - Business Medical Institute, LLC June 2010 - Present
Herbalife February 2006 - February 2010
Morgan Stanley April 2002 - March 2007
Skills
Sales Management, Direct Sales, Corporate Communications
Education
UCLA 1996 — 1999
Bachelor of Commerce (B.Com.)
Los Angeles City College 1995 — 1996
BMI - Business Medical Institute, LLC June 2010 - Present
Herbalife February 2006 - February 2010
Morgan Stanley April 2002 - March 2007
Skills
Sales Management, Direct Sales, Corporate Communications
Education
UCLA 1996 — 1999
Bachelor of Commerce (B.Com.)
Los Angeles City College 1995 — 1996
Kimberly (Landry) Neal's Morgan Stanley Experience July 2004 - August 2006
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Viator Wealth Management Group of Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch September 2006 - January 2007
Morgan Stanley July 2004 - August 2006
Raymond James Financial Inc. June 2001 - August 2003
Skills
401k Rollovers, Retirement Planning, Retirement Plan..., Investment Planning, Portfolio Management, Investment Management, Investment Strategies, Personal Financial..., Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Allocation, Multigenerational...
Education
Louisiana State University 2000 — 2004
Bachelor's degree, Economics
Mount Carmel Academy 1997 — 2000
Viator Wealth Management Group of Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch September 2006 - January 2007
Morgan Stanley July 2004 - August 2006
Raymond James Financial Inc. June 2001 - August 2003
Skills
401k Rollovers, Retirement Planning, Retirement Plan..., Investment Planning, Portfolio Management, Investment Management, Investment Strategies, Personal Financial..., Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Allocation, Multigenerational...
Education
Louisiana State University 2000 — 2004
Bachelor's degree, Economics
Mount Carmel Academy 1997 — 2000
Nelson Brown, AWMA, CMFC's Morgan Stanley Experience 1999 - 2000
Job Managing Partner / Sr VicePresident Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2006 - Present
Charles Schwab 2000 - 2005
Morgan Stanley 1999 - 2000
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Investments, Retirement Planning, Retirement, Portfolio Management, IRAs, Marketing Strategy, Finance, Securities, Investment Strategies, Investment Management, Asset Management, Financial Advisory
Education
Louisiana State University and Agricultural and Mechanical College
BA, Mass Communications
Brother Martin High School
The Mutual Fund Store 2006 - Present
Charles Schwab 2000 - 2005
Morgan Stanley 1999 - 2000
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Investments, Retirement Planning, Retirement, Portfolio Management, IRAs, Marketing Strategy, Finance, Securities, Investment Strategies, Investment Management, Asset Management, Financial Advisory
Education
Louisiana State University and Agricultural and Mechanical College
BA, Mass Communications
Brother Martin High School
Joseph Fell's Morgan Stanley Experience March 2015 - Present
Job Client Service Associate | King Poljak Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
McElroy Metal July 2013 - February 2015
McElroy Metal SC #18 April 2012 - July 2013
McElroy Metal June 2011 - April 2012
McElroy Metal June 2011 - July 2011
Randy Schuler's Repair LLC May 2007 - August 2008
Education
Louisiana State University 2006 — 2010
Bachelors, Construction Management
Morgan Stanley March 2015 - Present
McElroy Metal July 2013 - February 2015
McElroy Metal SC #18 April 2012 - July 2013
McElroy Metal June 2011 - April 2012
McElroy Metal June 2011 - July 2011
Randy Schuler's Repair LLC May 2007 - August 2008
Education
Louisiana State University 2006 — 2010
Bachelors, Construction Management
Krista LeMire Krista LeMire's Morgan Stanley Experience 2003 - 2004
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 2003 - 2004
Skills
Series 7, Uniform Combined State..., Finance, Mutual Funds, Investments, Financial Services, Banking, Relationship Management, Risk Management, Securities, Alternative Investments, Bloomberg, Equities, Financial Analysis, Fixed Income, Management, Wealth Management
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Young Harris College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Merrill Lynch January 2015 - Present
Merrill Lynch 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 2003 - 2004
Skills
Series 7, Uniform Combined State..., Finance, Mutual Funds, Investments, Financial Services, Banking, Relationship Management, Risk Management, Securities, Alternative Investments, Bloomberg, Equities, Financial Analysis, Fixed Income, Management, Wealth Management
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Young Harris College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Juan Diego Vargas Juan Diego Vargas's Morgan Stanley Experience July 2004 - July 2007
Job Vice President at First Reserve Corporation
Industry Venture Capital & Private Equity
Experience
First Reserve Corporation July 2012 - Present
First Reserve Corporation July 2007 - July 2010
Morgan Stanley July 2004 - July 2007
Skills
Languages: English,..., Value Investing, Amateur boxer, Private Equity, Investments, French, Spanish, English, Latin America, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Emerging Markets, Financial Analysis, Mergers, Business Strategy, LBO, M, Management, Mergers, Venture Capital
Education
London Business School 2010 — 2012
MBA, Investing
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Science, Business Administration, Finance
First Reserve Corporation July 2012 - Present
First Reserve Corporation July 2007 - July 2010
Morgan Stanley July 2004 - July 2007
Skills
Languages: English,..., Value Investing, Amateur boxer, Private Equity, Investments, French, Spanish, English, Latin America, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Emerging Markets, Financial Analysis, Mergers, Business Strategy, LBO, M, Management, Mergers, Venture Capital
Education
London Business School 2010 — 2012
MBA, Investing
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Science, Business Administration, Finance
Chenny Zhu Chenny Zhu's Morgan Stanley Experience 2014 - Present
Job Technology Portfolio Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2014 - Present
Bridgewater Associates 2011 - 2014
Sears Holdings Corporation 2009 - 2011
Air Liquide 2005 - 2008
Skills
Strategy, Management, Leadership, Financial Modeling, Project Management, Program Management, PMO, Change Management
Education
London Business School 2009 — 2010
MBA
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Massachusetts Institute of Technology 2001 — 2005
B.S., Materials Science and Engineering
Morgan Stanley 2014 - Present
Bridgewater Associates 2011 - 2014
Sears Holdings Corporation 2009 - 2011
Air Liquide 2005 - 2008
Skills
Strategy, Management, Leadership, Financial Modeling, Project Management, Program Management, PMO, Change Management
Education
London Business School 2009 — 2010
MBA
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Massachusetts Institute of Technology 2001 — 2005
B.S., Materials Science and Engineering
Marietta P. Tempesta Marietta P. Tempesta's Morgan Stanley Experience 1987 - 1989
Job Chief Financial Officer at PCC Marketing Services
Industry Telecommunications
Experience
Marietta P. Tempesta, LLC 1981 - Present
PCC Marketing Services 1992 - Present
Supreme Court of New York 1997 - Present
Morgan Stanley 1987 - 1989
Education
Long Island University
M.B.A., Accounting
St. John’s University
B.S., Business Administration
Marietta P. Tempesta, LLC 1981 - Present
PCC Marketing Services 1992 - Present
Supreme Court of New York 1997 - Present
Morgan Stanley 1987 - 1989
Education
Long Island University
M.B.A., Accounting
St. John’s University
B.S., Business Administration
Daniel Nebelung Daniel Nebelung's Morgan Stanley Experience August 2005 - April 2007
Job Director at Societe Generale
Industry Financial Services
Experience
Société Générale October 2009 - Present
Merrill Lynch April 2007 - October 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley June 2004 - August 2004
Goldman Sachs July 2000 - July 2003
Education
London Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 2000
Bs. of Science, Finance
Société Générale October 2009 - Present
Merrill Lynch April 2007 - October 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley June 2004 - August 2004
Goldman Sachs July 2000 - July 2003
Education
London Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 2000
Bs. of Science, Finance
C. Scott Wilkins's Morgan Stanley Experience June 2006 - November 2007
Job Managing Partner at Cielo Partners LLC
Industry Financial Services
Experience
Calwis July 2011 - Present
Cielo Partners LLC November 2007 - Present
Cielo Partners LLC May 2007 - Present
ClearSky Logistics Management July 2009 - June 2014
Travelscream February 2010 - January 2011
Morgan Stanley June 2006 - November 2007
SG Securities October 2004 - May 2006
HSBC February 2001 - August 2004
Deutsche Bank May 1998 - June 2000
ING Barings August 1993 - June 1996
Skills
Private Equity, Financial Analysis, New Business Development, Strategic Planning, Brand Development, Business Development, Strategy, Emerging Markets, Investment Banking, Equities, Marketing, Analysis, Corporate Development, Consulting, Restructuring, Due Diligence, Business Planning, Venture Capital, Banking, Portfolio Management, Business Strategy, Financial Services, Management, Entrepreneurship, Start-ups, Executive Management, Competitive Analysis, Investments, Financial Markets, Supply Chain, Mergers, Strategic Partnerships, Finance, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Asset Management, Management Consulting, Alternative Investments, Hedge Funds
Education
London Business School 1989 — 1991
MBA, Strategy, Marketing (International)
University of Georgia - Terry College of Business 1983 — 1986
BBA, Finance (Honors)
Calwis July 2011 - Present
Cielo Partners LLC November 2007 - Present
Cielo Partners LLC May 2007 - Present
ClearSky Logistics Management July 2009 - June 2014
Travelscream February 2010 - January 2011
Morgan Stanley June 2006 - November 2007
SG Securities October 2004 - May 2006
HSBC February 2001 - August 2004
Deutsche Bank May 1998 - June 2000
ING Barings August 1993 - June 1996
Skills
Private Equity, Financial Analysis, New Business Development, Strategic Planning, Brand Development, Business Development, Strategy, Emerging Markets, Investment Banking, Equities, Marketing, Analysis, Corporate Development, Consulting, Restructuring, Due Diligence, Business Planning, Venture Capital, Banking, Portfolio Management, Business Strategy, Financial Services, Management, Entrepreneurship, Start-ups, Executive Management, Competitive Analysis, Investments, Financial Markets, Supply Chain, Mergers, Strategic Partnerships, Finance, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Asset Management, Management Consulting, Alternative Investments, Hedge Funds
Education
London Business School 1989 — 1991
MBA, Strategy, Marketing (International)
University of Georgia - Terry College of Business 1983 — 1986
BBA, Finance (Honors)
Jaclyn Hessel's Morgan Stanley Experience May 2013 - April 2015
Job Senior Associate, Campus Recruiting at KPMG US
Industry Human Resources
Experience
KPMG US April 2015 - Present
Morgan Stanley May 2013 - April 2015
Morgan Stanley May 2011 - May 2013
Nassau BOCES January 2011 - May 2011
Prime- An American Kitchen and Bar July 2009 - May 2011
Syosset High School January 2010 - December 2010
St. Stephen's Episcopal Day School August 2008 - June 2009
St. Stephen's Episcopal Day School August 2008 - June 2009
Bel Aire Elementary School August 2007 - December 2007
Miss. Sues Nursery School and Kindergarten June 2001 - August 2007
Education
Long Island University 2009 — 2011
Master of Science, School Counseling
University of Miami 2004 — 2007
Bachelor of Science, Elementary Education
Syosset High School 1999 — 2003
Regents Diploma
KPMG US April 2015 - Present
Morgan Stanley May 2013 - April 2015
Morgan Stanley May 2011 - May 2013
Nassau BOCES January 2011 - May 2011
Prime- An American Kitchen and Bar July 2009 - May 2011
Syosset High School January 2010 - December 2010
St. Stephen's Episcopal Day School August 2008 - June 2009
St. Stephen's Episcopal Day School August 2008 - June 2009
Bel Aire Elementary School August 2007 - December 2007
Miss. Sues Nursery School and Kindergarten June 2001 - August 2007
Education
Long Island University 2009 — 2011
Master of Science, School Counseling
University of Miami 2004 — 2007
Bachelor of Science, Elementary Education
Syosset High School 1999 — 2003
Regents Diploma
Anthony S. Figueredo's Morgan Stanley Experience July 2005 - May 2006
Job MBA Fellow at UCLA Anderson School of Management
Industry Management Consulting
Experience
DaVita September 2014 - Present
DaVita June 2013 - August 2013
Anderson Strategy Group September 2012 - June 2013
Pinnacle Entertainment February 2011 - May 2012
Aria @City Center December 2009 - February 2011
CityCenter August 2009 - December 2009
Zealous/Morton's February 2007 - May 2009
Morgan Stanley July 2005 - May 2006
Wachovia Securities, LLC April 2004 - July 2005
Aureole/Lutece/Aquaknox August 2003 - July 2005
Skills
Business Strategy, Relationship Management, Forecasting, Management, Analytics, Marketing, Change Management, Management Consulting, Corporate Strategy..., Strategic Planning, Collaborative Problem..., Team Leadership, Dealing with Ambiguity, Adaptability, Financial Analysis, Analysis, Finance, Client Aquisition, Data Analysis, Strategy, Market Research, Leadership
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Consulting and Healthcare Management Certificates
London Business School 2013 — 2013
International Exchange Program, Concentration in Strategy and International Business
The University of Chicago Booth School of Business 2008 — 2008
Graduate Student-at-Large, General Management
University of Nevada-Las Vegas - College of Business 2000 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Concentration in Investments
DaVita September 2014 - Present
DaVita June 2013 - August 2013
Anderson Strategy Group September 2012 - June 2013
Pinnacle Entertainment February 2011 - May 2012
Aria @City Center December 2009 - February 2011
CityCenter August 2009 - December 2009
Zealous/Morton's February 2007 - May 2009
Morgan Stanley July 2005 - May 2006
Wachovia Securities, LLC April 2004 - July 2005
Aureole/Lutece/Aquaknox August 2003 - July 2005
Skills
Business Strategy, Relationship Management, Forecasting, Management, Analytics, Marketing, Change Management, Management Consulting, Corporate Strategy..., Strategic Planning, Collaborative Problem..., Team Leadership, Dealing with Ambiguity, Adaptability, Financial Analysis, Analysis, Finance, Client Aquisition, Data Analysis, Strategy, Market Research, Leadership
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Consulting and Healthcare Management Certificates
London Business School 2013 — 2013
International Exchange Program, Concentration in Strategy and International Business
The University of Chicago Booth School of Business 2008 — 2008
Graduate Student-at-Large, General Management
University of Nevada-Las Vegas - College of Business 2000 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Concentration in Investments
Suzanne Fathi's Morgan Stanley Experience July 1999 - February 2007
Job Director, IT Strategic Communications & Interactive Support Services at New York City Health & Hospitals Corporation
Industry Writing and Editing
Experience
New York City Health & Hospitals Corporation August 2009 - Present
Deutsche Bank June 2008 - June 2009
Affect Strategies March 2007 - May 2008
Morgan Stanley July 1999 - February 2007
WNBC, CNN Financial, FOX News Channel, WNYW FOX 5 News, UPN 9 News December 1995 - July 1999
Executive Media Corporation October 1994 - March 1997
Diane Von Furstenberg Studio (incl. TV Home Shopping on QVC) June 1992 - January 1994
Thirteen/WNET Public Television June 1989 - July 1991
Skills
Copy Editing, Public Relations, Video Production, Marketing, CRM, Strategic Communications, Editing, Project Management, Event Planning, Consulting, Strategic Planning, Leadership, Management, Social Media
Education
New York University 1985 — 1989
Bachelor of Arts Degree, Journalism (Minor: Film Production & Art History)
New York University 1985 — 1987
Associates Degree, Philosophy & Humanities
PMI Institute
Certificate, Project Management Professional
Exin
Certificate, ITIL v4
Manhattan Edit Workshop
Certificate, Final Cut Pro X, Level 1
Long Island University
Certificate, Construction Project Management
New York City Health & Hospitals Corporation August 2009 - Present
Deutsche Bank June 2008 - June 2009
Affect Strategies March 2007 - May 2008
Morgan Stanley July 1999 - February 2007
WNBC, CNN Financial, FOX News Channel, WNYW FOX 5 News, UPN 9 News December 1995 - July 1999
Executive Media Corporation October 1994 - March 1997
Diane Von Furstenberg Studio (incl. TV Home Shopping on QVC) June 1992 - January 1994
Thirteen/WNET Public Television June 1989 - July 1991
Skills
Copy Editing, Public Relations, Video Production, Marketing, CRM, Strategic Communications, Editing, Project Management, Event Planning, Consulting, Strategic Planning, Leadership, Management, Social Media
Education
New York University 1985 — 1989
Bachelor of Arts Degree, Journalism (Minor: Film Production & Art History)
New York University 1985 — 1987
Associates Degree, Philosophy & Humanities
PMI Institute
Certificate, Project Management Professional
Exin
Certificate, ITIL v4
Manhattan Edit Workshop
Certificate, Final Cut Pro X, Level 1
Long Island University
Certificate, Construction Project Management
Jessica (Pancoe) Ingram, CMP's Morgan Stanley Experience March 2006 - March 2009
Job Freelance Event Manager
Industry Nonprofit Organization Management
Experience
Freelance Event Management July 2012 - Present
Freelance Event Management July 2012 - Present
BritishAmerican Business December 2010 - July 2012
BritishAmerican Business April 2009 - December 2010
Morgan Stanley March 2006 - March 2009
Quintiles April 2005 - March 2006
Quintiles June 2004 - April 2005
Skills
Event Management, Marketing, Management, Corporate Events, Event Planning, Marketing Communications, Contract Negotiation, Marketing Strategy, Meeting Planning, Sponsorship, Budgets, Fundraising, Sales, Leadership
Education
New York University 2007 — 2008
Certificate in Meeting, Conference, and Event Management
Skidmore College 2000 — 2004
Bachelor of Arts
London Business School 2003 — 2003
Freelance Event Management July 2012 - Present
Freelance Event Management July 2012 - Present
BritishAmerican Business December 2010 - July 2012
BritishAmerican Business April 2009 - December 2010
Morgan Stanley March 2006 - March 2009
Quintiles April 2005 - March 2006
Quintiles June 2004 - April 2005
Skills
Event Management, Marketing, Management, Corporate Events, Event Planning, Marketing Communications, Contract Negotiation, Marketing Strategy, Meeting Planning, Sponsorship, Budgets, Fundraising, Sales, Leadership
Education
New York University 2007 — 2008
Certificate in Meeting, Conference, and Event Management
Skidmore College 2000 — 2004
Bachelor of Arts
London Business School 2003 — 2003
Taras Giria's Morgan Stanley Experience
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
Lomonosov Moscow State University (MSU) 1971 — 1979
Morgan Stanley
Education
Lomonosov Moscow State University (MSU) 1971 — 1979
Elizabeth Senior's Morgan Stanley Experience April 2005 - May 2008
Job Senior Registered Associate and Complex Coach
Industry Financial Services
Experience
Morgan Stanley April 2005 - May 2008
Education
London Business School 1976 — 1977
MSc Econ, Finance & Marketing
McGill University 1975 — 1976
Business
University of Pennsylvania 1963 — 1967
BSEE, Electrical Engineering
Morgan Stanley April 2005 - May 2008
Education
London Business School 1976 — 1977
MSc Econ, Finance & Marketing
McGill University 1975 — 1976
Business
University of Pennsylvania 1963 — 1967
BSEE, Electrical Engineering
Alexandre Demachev's Morgan Stanley Experience November 2005 - July 2010
Job Software Engineer at Chopper Trading LLC
Industry Information Technology and Services
Experience
Chopper Trading LLC January 2013 - January 2015
CGI July 2010 - July 2012
Morgan Stanley November 2005 - July 2010
TimeSpring Software Corporation May 2004 - October 2005
Sirsi Corporation May 2001 - January 2004
DRA Information September 1997 - May 2001
VNIIGEOFIZIKA August 1985 - July 1996
Education
Moscow State University 1980 — 1985
Master, Geophysics
Chopper Trading LLC January 2013 - January 2015
CGI July 2010 - July 2012
Morgan Stanley November 2005 - July 2010
TimeSpring Software Corporation May 2004 - October 2005
Sirsi Corporation May 2001 - January 2004
DRA Information September 1997 - May 2001
VNIIGEOFIZIKA August 1985 - July 1996
Education
Moscow State University 1980 — 1985
Master, Geophysics
Stephen Milbank's Morgan Stanley Experience June 2010 - August 2010
Job CoFounder of Button
Industry Internet
Experience
Button, Inc. October 2013 - Present
Ekistics Property Advisors LLP October 2011 - October 2013
Morgan Stanley June 2010 - August 2010
Sussex Place Ventures June 2009 - August 2009
Wells Fargo January 2006 - June 2009
Goldman Sachs (Archon Group) October 2004 - January 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Venture Capital, Emerging Markets, Hedge Funds, Asset Management, Equities, Alternative Investments, Mergers & Acquisitions
Education
London Business School 2009 — 2011
MBA, Finance
Yale University 2000 — 2004
BA, History
Button, Inc. October 2013 - Present
Ekistics Property Advisors LLP October 2011 - October 2013
Morgan Stanley June 2010 - August 2010
Sussex Place Ventures June 2009 - August 2009
Wells Fargo January 2006 - June 2009
Goldman Sachs (Archon Group) October 2004 - January 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Venture Capital, Emerging Markets, Hedge Funds, Asset Management, Equities, Alternative Investments, Mergers & Acquisitions
Education
London Business School 2009 — 2011
MBA, Finance
Yale University 2000 — 2004
BA, History
John Gilbride's Morgan Stanley Experience June 2002 - December 2007
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan January 2008 - May 2013
Morgan Stanley June 2002 - December 2007
IPO.Com October 1999 - October 2001
Thomson Financial September 1996 - October 1999
Lehman Brothers September 1987 - September 1996
Skills
Equities, Market Data, Trading Systems, Reference Data, IT Strategy, Investment Banking, Product Management, Business Analysis, Financial Services, Equity Research, Risk Management, Project Management, Vendor Management, Hedge Funds
Education
Long Island University 1982 — 1986
Bachelor of Science, Information Systems and Finance
JPMorgan Chase May 2013 - Present
JPMorgan January 2008 - May 2013
Morgan Stanley June 2002 - December 2007
IPO.Com October 1999 - October 2001
Thomson Financial September 1996 - October 1999
Lehman Brothers September 1987 - September 1996
Skills
Equities, Market Data, Trading Systems, Reference Data, IT Strategy, Investment Banking, Product Management, Business Analysis, Financial Services, Equity Research, Risk Management, Project Management, Vendor Management, Hedge Funds
Education
Long Island University 1982 — 1986
Bachelor of Science, Information Systems and Finance
Adrienne Wesolaski (Livoni)'s Morgan Stanley Experience October 2000 - October 2004
Job Development Professional
Industry Philanthropy
Experience
UC Berkeley January 2007 - October 2011
The Kenneth B. Schwartz Center January 2005 - November 2006
Morgan Stanley October 2000 - October 2004
Skills
Fundraising, Event Management, Event Planning, Volunteer Management, Non-profits, Community Outreach, Database Management, Budgeting
Education
Loyola Marymount University
Psychology
UC Berkeley January 2007 - October 2011
The Kenneth B. Schwartz Center January 2005 - November 2006
Morgan Stanley October 2000 - October 2004
Skills
Fundraising, Event Management, Event Planning, Volunteer Management, Non-profits, Community Outreach, Database Management, Budgeting
Education
Loyola Marymount University
Psychology
Sharon Freach's Morgan Stanley Experience January 1994 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 1994 - Present
Skills
Business Analysis, Program Management, Logical Data Modeling, International Equities, Trade reporting, Fixed Income, Brazil, Trading, Equities, Electronic Trading, Trading Systems, Sybase, Market Data
Education
London South Bank University 1983 — 1987
Morgan Stanley January 1994 - Present
Skills
Business Analysis, Program Management, Logical Data Modeling, International Equities, Trade reporting, Fixed Income, Brazil, Trading, Equities, Electronic Trading, Trading Systems, Sybase, Market Data
Education
London South Bank University 1983 — 1987
Taras (Ted) Giria's Morgan Stanley Experience April 2004 - Present
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Morgan Stanley April 2004 - Present
Credit Swiss 2003 - 2004
Microsoft May 2002 - April 2003
Nomura Securities July 2001 - December 2001
Goldman Sachs August 1999 - January 2001
MetLife February 1997 - July 1999
Kharkov State Univ 1991 - 1996
Skills
Analysis, Architecture, Java, Research, Investment Banking, .NET, Agile Methodologies, Architectures, C#, C, Capital Markets, Commodity Pricing, Databases, Derivatives, Equities, Financial Modeling, Fixed Income, Requirements Analysis, Quantitative Finance, Risk Management, SQL, Software Development, Telecommunications, Trading Systems
Education
Lomonosov Moscow State University (MSU) 1976 — 1979
PhD, Mathematics (Stochastics)
JPMorgan Chase May 2014 - Present
Morgan Stanley April 2004 - Present
Credit Swiss 2003 - 2004
Microsoft May 2002 - April 2003
Nomura Securities July 2001 - December 2001
Goldman Sachs August 1999 - January 2001
MetLife February 1997 - July 1999
Kharkov State Univ 1991 - 1996
Skills
Analysis, Architecture, Java, Research, Investment Banking, .NET, Agile Methodologies, Architectures, C#, C, Capital Markets, Commodity Pricing, Databases, Derivatives, Equities, Financial Modeling, Fixed Income, Requirements Analysis, Quantitative Finance, Risk Management, SQL, Software Development, Telecommunications, Trading Systems
Education
Lomonosov Moscow State University (MSU) 1976 — 1979
PhD, Mathematics (Stochastics)
Rebecca Mark's Morgan Stanley Experience January 1999 - June 2002
Job Experienced Manager
Industry Wholesale
Experience
Central Industrial Supply, Inc September 2004 - December 2010
Louisiana State University June 2003 - August 2004
Central Industrial Supply, Inc July 2002 - May 2003
Morgan Stanley January 1999 - June 2002
Louisiana State University August 1995 - December 1998
Education
Louisiana State University 2003 — 2004
Master of Science, Applied Economics Dec
Louisiana State University 1995 — 1998
Bachelor of Science, Economics, Finance, Econometrics, Public Speaking, Business English, Marketing, Management
Central Industrial Supply, Inc September 2004 - December 2010
Louisiana State University June 2003 - August 2004
Central Industrial Supply, Inc July 2002 - May 2003
Morgan Stanley January 1999 - June 2002
Louisiana State University August 1995 - December 1998
Education
Louisiana State University 2003 — 2004
Master of Science, Applied Economics Dec
Louisiana State University 1995 — 1998
Bachelor of Science, Economics, Finance, Econometrics, Public Speaking, Business English, Marketing, Management
Jeannie Oen's Morgan Stanley Experience June 2012 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Skills
Financial Analysis, Risk Management, Finance, Operational Risk, Financial Reporting, Series 63, Equity Derivatives, Financial Risk, Equities, Series 7, Middle Office, Project Management
Education
London Business School 2000 — 2002
Masters
New York University - Leonard N. Stern School of Business 1992 — 1996
BS
Morgan Stanley June 2012 - Present
Skills
Financial Analysis, Risk Management, Finance, Operational Risk, Financial Reporting, Series 63, Equity Derivatives, Financial Risk, Equities, Series 7, Middle Office, Project Management
Education
London Business School 2000 — 2002
Masters
New York University - Leonard N. Stern School of Business 1992 — 1996
BS
Sharon Kaiser's Morgan Stanley Experience 1995 - 2008
Job Chief Accounting Officer at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2008 - Present
Morgan Stanley 1995 - 2008
JP Morgan Chase 1992 - 1995
Price Waterhouse Coopers 1984 - 1992
Education
Louisiana State University 1980 — 1984
BS, cum laude, Accounting
BNY Mellon July 2008 - Present
Morgan Stanley 1995 - 2008
JP Morgan Chase 1992 - 1995
Price Waterhouse Coopers 1984 - 1992
Education
Louisiana State University 1980 — 1984
BS, cum laude, Accounting
Mark Buis's Morgan Stanley Experience January 2007 - January 2010
Job at
Industry Financial Services
Experience
Buis Capital Management August 2012 - Present
BCA Fuel Solutions August 2012 - November 2014
Merrill Lynch January 2010 - August 2012
Morgan Stanley January 2007 - January 2010
Covert Auto Group June 1999 - November 2006
Pozo Resources, Inc May 1996 - May 1999
Skills
Asset Management, Finance, Investment Strategies, Financial Modeling, Business Development, Corporate Finance, Mergers, Private Equity, Valuation, Venture Capital, Leadership, Due Diligence, Equities, Hedge Funds
Education
Louisiana State University 1991 — 1996
Country Day 1988 — 1991
Louisiana State University
Buis Capital Management August 2012 - Present
BCA Fuel Solutions August 2012 - November 2014
Merrill Lynch January 2010 - August 2012
Morgan Stanley January 2007 - January 2010
Covert Auto Group June 1999 - November 2006
Pozo Resources, Inc May 1996 - May 1999
Skills
Asset Management, Finance, Investment Strategies, Financial Modeling, Business Development, Corporate Finance, Mergers, Private Equity, Valuation, Venture Capital, Leadership, Due Diligence, Equities, Hedge Funds
Education
Louisiana State University 1991 — 1996
Country Day 1988 — 1991
Louisiana State University
Phillip Klein's Morgan Stanley Experience February 2010 - April 2012
Job Engagement Manager, Strategy & Operations at Deloitte
Industry Management Consulting
Experience
Deloitte June 2013 - Present
Deloitte Consulting April 2012 - May 2013
Morgan Stanley February 2010 - April 2012
Morgan Stanley June 2007 - July 2008
Citigroup June 2006 - September 2006
Skills
Asset Management, Digital Strategy, Channel Strategy, Strategy, Operating Models, Outsourcing, Derivatives, Structured Products, Business Transformation, Management Consulting, Securities, Banking, Business Process..., Business Process..., Investment Banking, Trading Systems, Business Analysis, Change Management, User Experience Design, Trading Strategies, Exotic Derivatives, Prime Brokerage, Stakeholder Management, IT Strategy, Project Delivery, Financial Regulation, Wealth Management
Education
Loughborough University
BSc (Hons), Management and Finance
Southend Grammar School
Deloitte June 2013 - Present
Deloitte Consulting April 2012 - May 2013
Morgan Stanley February 2010 - April 2012
Morgan Stanley June 2007 - July 2008
Citigroup June 2006 - September 2006
Skills
Asset Management, Digital Strategy, Channel Strategy, Strategy, Operating Models, Outsourcing, Derivatives, Structured Products, Business Transformation, Management Consulting, Securities, Banking, Business Process..., Business Process..., Investment Banking, Trading Systems, Business Analysis, Change Management, User Experience Design, Trading Strategies, Exotic Derivatives, Prime Brokerage, Stakeholder Management, IT Strategy, Project Delivery, Financial Regulation, Wealth Management
Education
Loughborough University
BSc (Hons), Management and Finance
Southend Grammar School
Theresa Austin's Morgan Stanley Experience 2005 - 2006
Job Vice President, Marketing at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2012 - Present
Prudential Financial June 2008 - June 2012
Prudential Financial March 2006 - June 2008
Morgan Stanley 2005 - 2006
Skills
Portfolio Management, Business Analysis, Financial Analysis, Retirement Planning, Strategic Planning, Series 7, Fixed Annuities, Strategic Financial..., Microsoft Excel
Education
Long Island University 2005 — 2008
SUNY Purchase
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Prudential Financial June 2012 - Present
Prudential Financial June 2008 - June 2012
Prudential Financial March 2006 - June 2008
Morgan Stanley 2005 - 2006
Skills
Portfolio Management, Business Analysis, Financial Analysis, Retirement Planning, Strategic Planning, Series 7, Fixed Annuities, Strategic Financial..., Microsoft Excel
Education
Long Island University 2005 — 2008
SUNY Purchase
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Jenny Guan's Morgan Stanley Experience 1998 - 2000
Job Chief Investment Officer at QuantScape Asset Management LLC
Industry Investment Management
Experience
QuantScape Asset Management LLC 2006 - Present
Pacifica Strategic Advisors LLC 2003 - 2006
Pacifica Ventures LLC 2000 - 2002
Morgan Stanley 1998 - 2000
RJ Krumm & Associates 1995 - 1997
Skills
Statistical Analysis, Investment Management, Derivatives, Managed Futures, Private Equity, Investments, Asset Management, Due Diligence, Hedge Funds, Mergers & Acquisitions, Venture Capital, Valuation, Alternative Investments, Equities, Corporate Finance, Portfolio Management, Asset Allocation, Statistics
Education
London Business School
Master in Finance, Quantitative Finance
University of Illinois at Chicago
Masters of Science, Mathematical Computer Science
Renmin University of China
Bachelors of Science, Industrial Economics, Valedictorian/Summa Cum Laude
QuantScape Asset Management LLC 2006 - Present
Pacifica Strategic Advisors LLC 2003 - 2006
Pacifica Ventures LLC 2000 - 2002
Morgan Stanley 1998 - 2000
RJ Krumm & Associates 1995 - 1997
Skills
Statistical Analysis, Investment Management, Derivatives, Managed Futures, Private Equity, Investments, Asset Management, Due Diligence, Hedge Funds, Mergers & Acquisitions, Venture Capital, Valuation, Alternative Investments, Equities, Corporate Finance, Portfolio Management, Asset Allocation, Statistics
Education
London Business School
Master in Finance, Quantitative Finance
University of Illinois at Chicago
Masters of Science, Mathematical Computer Science
Renmin University of China
Bachelors of Science, Industrial Economics, Valedictorian/Summa Cum Laude
Kevin Chiao's Morgan Stanley Experience September 2006 - July 2007
Job Attorney and Real Estate Broker
Industry Law Practice
Experience
Deleon Realty Inc. January 2014 - Present
KCC Law Group March 2013 - January 2014
Luna & Glushon August 2010 - November 2012
U.S. District Court January 2010 - April 2010
Encore August 2009 - December 2009
California Department of Corporations May 2009 - August 2009
U.S. Bankruptcy Court January 2009 - May 2009
Sempra Energy May 2008 - August 2008
Morgan Stanley September 2006 - July 2007
Countrywide Bank March 2006 - September 2006
Skills
Corporate Law, Litigation, Corporate Governance, Commercial Litigation, Securities Regulation, Real Estate Financing, Negotiating Leases, Civil Litigation, Venture Capital, Bankruptcy, Finance, Licensing, Legal Research, Financial Services, Legal Writing, Securities Litigation, Pleadings, Securities
Education
Loyola Law School, Los Angeles 2007 — 2010
JD, Business Law
University of California, Los Angeles 2002 — 2005
BA, English, Political Science
Monta Vista High 1996 — 2000
Deleon Realty Inc. January 2014 - Present
KCC Law Group March 2013 - January 2014
Luna & Glushon August 2010 - November 2012
U.S. District Court January 2010 - April 2010
Encore August 2009 - December 2009
California Department of Corporations May 2009 - August 2009
U.S. Bankruptcy Court January 2009 - May 2009
Sempra Energy May 2008 - August 2008
Morgan Stanley September 2006 - July 2007
Countrywide Bank March 2006 - September 2006
Skills
Corporate Law, Litigation, Corporate Governance, Commercial Litigation, Securities Regulation, Real Estate Financing, Negotiating Leases, Civil Litigation, Venture Capital, Bankruptcy, Finance, Licensing, Legal Research, Financial Services, Legal Writing, Securities Litigation, Pleadings, Securities
Education
Loyola Law School, Los Angeles 2007 — 2010
JD, Business Law
University of California, Los Angeles 2002 — 2005
BA, English, Political Science
Monta Vista High 1996 — 2000
Kirstie Eustace's Morgan Stanley Experience December 2009 - Present
Job Executive Director, Senior HR Generalist at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley December 2009 - Present
XL Capital May 2007 - December 2009
XL Capital August 2004 - April 2007
Jones Lang LaSalle April 2000 - August 2004
Skills
Succession Planning, Human Resources, Deferred Compensation
Education
London South Bank University 2002 — 2005
Human Resources Management
Morgan Stanley December 2009 - Present
XL Capital May 2007 - December 2009
XL Capital August 2004 - April 2007
Jones Lang LaSalle April 2000 - August 2004
Skills
Succession Planning, Human Resources, Deferred Compensation
Education
London South Bank University 2002 — 2005
Human Resources Management
Karsten Heise 赫锴诚's Morgan Stanley Experience 1995 - 1997
Job Director | Technology Commercialization at Nevada Governor's Office of Economic Development
Industry Government Relations
Experience
Nevada Governor's Office of Economic Development April 2012 - Present
China-Hong Kong M&A advisory company (Baron Group 建勤集团, Beijing office) April 2010 - April 2012
Asia Assets Limited 亚洲资产有限公司 April 2008 - April 2010
Credit Suisse First Boston (CSFB) 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Volksbank Pforzheim eG 1990 - 1992
Skills
International Business, Private Equity, Economic Development, Investments, Alternative Investments, New Business Development, International Project..., Business Relationship..., Commercialization, Chinese, Mandarin, Wealth Management, Private Banking, Chinese culture, Investment Strategies, Foreign Relations, East Asian Studies, Chinese Foreign Policy, Report Writing, Innovation Development, Greater China, Management, Public Speaking, Leadership, Strategy, Business Development, Nonprofits, Program Management, Program Development, Entrepreneurship, Community Outreach, Project Management, Team Building, Negotiation, Business Strategy, Strategic Partnerships, International Relations
Education
University of Cambridge 2005 — 2007
M.Phil.
北京大学 2006 — 2006
China Center for Economic Research
National University of Singapore 2005 — 2005
London Business School 1998 — 1999
Executive Education
The University of Reading 1997 — 1998
M.Sc.
University of Buckingham 1992 — 1995
B.Sc.(Hons)
Felix-Klein Gymnasium Goettingen
High School
Nevada Governor's Office of Economic Development April 2012 - Present
China-Hong Kong M&A advisory company (Baron Group 建勤集团, Beijing office) April 2010 - April 2012
Asia Assets Limited 亚洲资产有限公司 April 2008 - April 2010
Credit Suisse First Boston (CSFB) 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Volksbank Pforzheim eG 1990 - 1992
Skills
International Business, Private Equity, Economic Development, Investments, Alternative Investments, New Business Development, International Project..., Business Relationship..., Commercialization, Chinese, Mandarin, Wealth Management, Private Banking, Chinese culture, Investment Strategies, Foreign Relations, East Asian Studies, Chinese Foreign Policy, Report Writing, Innovation Development, Greater China, Management, Public Speaking, Leadership, Strategy, Business Development, Nonprofits, Program Management, Program Development, Entrepreneurship, Community Outreach, Project Management, Team Building, Negotiation, Business Strategy, Strategic Partnerships, International Relations
Education
University of Cambridge 2005 — 2007
M.Phil.
北京大学 2006 — 2006
China Center for Economic Research
National University of Singapore 2005 — 2005
London Business School 1998 — 1999
Executive Education
The University of Reading 1997 — 1998
M.Sc.
University of Buckingham 1992 — 1995
B.Sc.(Hons)
Felix-Klein Gymnasium Goettingen
High School
Jackie Marchick's Morgan Stanley Experience March 2005 - January 2012
Job Manager, Global MI Client Consulting at American Express Business Travel
Industry Financial Services
Experience
American Express May 2012 - May 2013
Morgan Stanley March 2005 - January 2012
Bank of New York Mellon January 2000 - September 2004
SS&C Technologies February 1998 - December 1999
Diversified Investment Advisors April 1985 - March 1998
Skills
Accounting, Fixed Income, Asset Management, Management Consulting, Equities, Financial Services, Leadership, Relationship Management, Portfolio Management, hedge funds, People Management, Project Management, Hedge Funds
Education
Long Island University 1993 — 1996
MBA, Finance
Mercy College
Bachelor of Science (BS), Accounting, 3.4
roosevelt hs
American Express May 2012 - May 2013
Morgan Stanley March 2005 - January 2012
Bank of New York Mellon January 2000 - September 2004
SS&C Technologies February 1998 - December 1999
Diversified Investment Advisors April 1985 - March 1998
Skills
Accounting, Fixed Income, Asset Management, Management Consulting, Equities, Financial Services, Leadership, Relationship Management, Portfolio Management, hedge funds, People Management, Project Management, Hedge Funds
Education
Long Island University 1993 — 1996
MBA, Finance
Mercy College
Bachelor of Science (BS), Accounting, 3.4
roosevelt hs
Ramish Abbas's Morgan Stanley Experience June 2013 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Societe Generale December 2010 - Present
Bank of America May 2010 - December 2010
Soundview Drugs Inc February 2009 - May 2010
Goldman Sachs and Co February 2008 - January 2009
Long Island University 2006 - 2009
Fidelity Investments Co November 2006 - December 2007
JPMorgan Chase February 2006 - September 2006
HSBC Bank Corporation July 2004 - December 2005
Skills
Equities, Prime Brokerage, Fixed Income, Investment Banking, Options, Banking, Securities, Investments, Financial Analysis, Trading, Electronic Trading, Corporate Finance, Mutual Funds, Settlement, Financial Risk
Education
Long Island University 2006 — 2009
Masters, Business Administration; Management & Finance
Stony Brook University 2002 — 2004
Bachelors of Arts; 2004, Psychology
Plainview Old Bethpage
Morgan Stanley June 2013 - Present
Societe Generale December 2010 - Present
Bank of America May 2010 - December 2010
Soundview Drugs Inc February 2009 - May 2010
Goldman Sachs and Co February 2008 - January 2009
Long Island University 2006 - 2009
Fidelity Investments Co November 2006 - December 2007
JPMorgan Chase February 2006 - September 2006
HSBC Bank Corporation July 2004 - December 2005
Skills
Equities, Prime Brokerage, Fixed Income, Investment Banking, Options, Banking, Securities, Investments, Financial Analysis, Trading, Electronic Trading, Corporate Finance, Mutual Funds, Settlement, Financial Risk
Education
Long Island University 2006 — 2009
Masters, Business Administration; Management & Finance
Stony Brook University 2002 — 2004
Bachelors of Arts; 2004, Psychology
Plainview Old Bethpage
Greg Scarffe's Morgan Stanley Experience September 1987 - September 1996
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 1996 - Present
Morgan Stanley September 1987 - September 1996
Education
London Business School
MBA, Finance
Credit Suisse September 1996 - Present
Morgan Stanley September 1987 - September 1996
Education
London Business School
MBA, Finance
Sergei Morozov's Morgan Stanley Experience October 2004 - July 2012
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2012 - Present
Morgan Stanley October 2004 - July 2012
Education
Lomonosov Moscow State University (MSU)
Ernst & Young September 2012 - Present
Morgan Stanley October 2004 - July 2012
Education
Lomonosov Moscow State University (MSU)
Funmi Garrick's Morgan Stanley Experience 2005 - 2006
Job Assistant Vice President at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services January 2013 - Present
Wells Fargo Global Fund Services June 2010 - January 2013
ABN Amro and UBS 2007 - 2008
Morgan Stanley 2005 - 2006
Deutsche Bank 2004 - 2005
Toronto Dominion Bank 2001 - 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Forecasting, Managerial Finance, Financial Modeling, Risk Management, Financial Audits, Equities, Management, Investments
Education
London South Bank University 1992 — 1994
BA, Accounting and Finance
Wells Fargo Global Fund Services January 2013 - Present
Wells Fargo Global Fund Services June 2010 - January 2013
ABN Amro and UBS 2007 - 2008
Morgan Stanley 2005 - 2006
Deutsche Bank 2004 - 2005
Toronto Dominion Bank 2001 - 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Forecasting, Managerial Finance, Financial Modeling, Risk Management, Financial Audits, Equities, Management, Investments
Education
London South Bank University 1992 — 1994
BA, Accounting and Finance
Kathy Shkuda's Morgan Stanley Experience 1986 - 2006
Job President at Zigzag Consulting
Industry Financial Services
Experience
Zigzag Consulting 2006 - Present
Merrill Lynch 2006 - 2007
Morgan Stanley 1986 - 2006
Education
Hartwick College
BA, Russian & Fine Arts
Long Island University
MBA, Finance
Penn State University
MA, Slavic Languages
Zigzag Consulting 2006 - Present
Merrill Lynch 2006 - 2007
Morgan Stanley 1986 - 2006
Education
Hartwick College
BA, Russian & Fine Arts
Long Island University
MBA, Finance
Penn State University
MA, Slavic Languages
Danping Yu's Morgan Stanley Experience June 2011 - August 2014
Job CPA, MBA, CISA, CIA
Industry Financial Services
Experience
Citi May 2015 - Present
Citi August 2014 - May 2015
Morgan Stanley June 2011 - August 2014
Louisiana State University January 2009 - May 2011
Ascenda CPAs LLC January 2008 - May 2008
Skills
Internal Audit, Auditing, Microsoft Excel, Accounting, Information System, Financial Analysis, Financial Reporting, Financial Accounting, QuickBooks, IT Audit, Financial Statements, CPA, CISA, Data Analysis, Enterprise Risk..., Internal Controls, Forensic Accounting
Education
Louisiana State University 2008 — 2011
MS in Accounting, MBA, Internal Audit, Information System and Decision Science
Central University of Finance and Economics 2003 — 2007
BS, Accounting
Citi May 2015 - Present
Citi August 2014 - May 2015
Morgan Stanley June 2011 - August 2014
Louisiana State University January 2009 - May 2011
Ascenda CPAs LLC January 2008 - May 2008
Skills
Internal Audit, Auditing, Microsoft Excel, Accounting, Information System, Financial Analysis, Financial Reporting, Financial Accounting, QuickBooks, IT Audit, Financial Statements, CPA, CISA, Data Analysis, Enterprise Risk..., Internal Controls, Forensic Accounting
Education
Louisiana State University 2008 — 2011
MS in Accounting, MBA, Internal Audit, Information System and Decision Science
Central University of Finance and Economics 2003 — 2007
BS, Accounting
Dominic De Silva MBA's Morgan Stanley Experience April 2010 - December 2010
Job VP Citi Group
Industry Banking
Experience
Citi March 2012 - Present
Nomura Securities January 2011 - February 2012
Morgan Stanley April 2010 - December 2010
Sylvan Learning June 2009 - April 2010
Goldman Sachs February 2000 - May 2009
Skills
Vendor Management, CRM, Management, Project Management, Training, Budgets, Entrepreneurship, Due Diligence, Equities, Risk Management, Business Analysis, Geological Mapping, Bank Fraud, Security Incident &..., Sales, Finance
Education
London Metropolitan University 1998 — 2002
MBA, Business
Citi March 2012 - Present
Nomura Securities January 2011 - February 2012
Morgan Stanley April 2010 - December 2010
Sylvan Learning June 2009 - April 2010
Goldman Sachs February 2000 - May 2009
Skills
Vendor Management, CRM, Management, Project Management, Training, Budgets, Entrepreneurship, Due Diligence, Equities, Risk Management, Business Analysis, Geological Mapping, Bank Fraud, Security Incident &..., Sales, Finance
Education
London Metropolitan University 1998 — 2002
MBA, Business
Angela Gauthier's Morgan Stanley Experience May 2007 - Present
Job Senior Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Iberville Bank February 2004 - May 2007
Education
Southeastern Louisiana University 2005 — 2007
MBA, Marketing
Louisiana State University 2000 — 2005
BS, Marketing
Morgan Stanley May 2007 - Present
Iberville Bank February 2004 - May 2007
Education
Southeastern Louisiana University 2005 — 2007
MBA, Marketing
Louisiana State University 2000 — 2005
BS, Marketing
Nikolai Fetissov's Morgan Stanley Experience March 2010 - September 2010
Job A coder
Industry Financial Services
Experience
Morgan Stanley March 2010 - September 2010
Pipeline Financial Group August 2008 - March 2010
Thomson Reuters August 2007 - August 2008
McKesson Health Solutions April 2006 - August 2007
PeachIsland Engineering, LLC January 2000 - April 2006
Telesoft Russia 1995 - 1997
Skills
Integration, Solaris, Linux, Electronic Trading, Unix, High Availability, Low Latency, C++, System Architecture, Data Center, Operating Systems, Analysis, High Frequency Trading, BSD, Perl, Trading Systems, SQL, Shell Scripting, TCP/IP, C, Databases, Software Development
Education
Lomonosov Moscow State University (MSU) 1989 — 1995
Mathematics
Morgan Stanley March 2010 - September 2010
Pipeline Financial Group August 2008 - March 2010
Thomson Reuters August 2007 - August 2008
McKesson Health Solutions April 2006 - August 2007
PeachIsland Engineering, LLC January 2000 - April 2006
Telesoft Russia 1995 - 1997
Skills
Integration, Solaris, Linux, Electronic Trading, Unix, High Availability, Low Latency, C++, System Architecture, Data Center, Operating Systems, Analysis, High Frequency Trading, BSD, Perl, Trading Systems, SQL, Shell Scripting, TCP/IP, C, Databases, Software Development
Education
Lomonosov Moscow State University (MSU) 1989 — 1995
Mathematics
David Creak's Morgan Stanley Experience November 2007 - May 2010
Job Cyber Security Manager
Industry Banking
Experience
Union Bank May 2015 - Present
Barclays Investment Bank April 2014 - January 2015
Bank of America January 2011 - October 2013
Lloyds Banking Group September 2010 - January 2011
Morgan Stanley November 2007 - May 2010
Goldman Sachs October 2006 - October 2007
Skills
VBA, Databases, Derivatives, Sybase, SQL, DB2, Data Warehousing, Project Management, T-SQL, VBScript, SEO, Securities, SSRS, Microsoft SQL Server, SQL Server Management..., Investment Banking, Front Office, Treasury, Capital and Leverage..., Microsoft Excel, Technical Analysis, Business Analysis, Business Intelligence, Access, Portfolio Management
Education
Loughborough University 2001 — 2005
Bsc(Hons), Banking, Finance and Management
East Norfolk 6th Form College 1999 — 2001
Acle High School 1994 — 1999
Union Bank May 2015 - Present
Barclays Investment Bank April 2014 - January 2015
Bank of America January 2011 - October 2013
Lloyds Banking Group September 2010 - January 2011
Morgan Stanley November 2007 - May 2010
Goldman Sachs October 2006 - October 2007
Skills
VBA, Databases, Derivatives, Sybase, SQL, DB2, Data Warehousing, Project Management, T-SQL, VBScript, SEO, Securities, SSRS, Microsoft SQL Server, SQL Server Management..., Investment Banking, Front Office, Treasury, Capital and Leverage..., Microsoft Excel, Technical Analysis, Business Analysis, Business Intelligence, Access, Portfolio Management
Education
Loughborough University 2001 — 2005
Bsc(Hons), Banking, Finance and Management
East Norfolk 6th Form College 1999 — 2001
Acle High School 1994 — 1999
Timothy Robert's Morgan Stanley Experience March 2001 - July 2005
Job Benefits Administration / Gas Scheduling / Financial Analysis / Internal Auditing
Industry Oil & Energy
Experience
Marathon Oil Corporation July 2011 - Present
Marathon Oil Corporation October 2010 - July 2011
Marathon Oil Company September 2009 - September 2010
Marathon Oil Corporation April 2006 - August 2009
Caesars Entertainment Corporation August 2005 - March 2006
Morgan Stanley March 2001 - July 2005
Skills
Oil/Gas, Onshore, Upstream, Energy, Pipelines, Natural Gas, Employee Benefits, Benefits Administration, Internal Audit, Business Analysis..., Gas Supply and..., Finance, Project Planning, Forecasting
Education
Louisiana State University and Agricultural and Mechanical College 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Louisiana State University and Agricultural and Mechanical College 1994 — 1999
Bachelor of Science (BS), Agricultural Business and Management
Marathon Oil Corporation July 2011 - Present
Marathon Oil Corporation October 2010 - July 2011
Marathon Oil Company September 2009 - September 2010
Marathon Oil Corporation April 2006 - August 2009
Caesars Entertainment Corporation August 2005 - March 2006
Morgan Stanley March 2001 - July 2005
Skills
Oil/Gas, Onshore, Upstream, Energy, Pipelines, Natural Gas, Employee Benefits, Benefits Administration, Internal Audit, Business Analysis..., Gas Supply and..., Finance, Project Planning, Forecasting
Education
Louisiana State University and Agricultural and Mechanical College 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Louisiana State University and Agricultural and Mechanical College 1994 — 1999
Bachelor of Science (BS), Agricultural Business and Management
Andre Morgan's Morgan Stanley Experience September 2006 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
Morgan Stanley September 2006 - January 2012
PFPC 2004 - 2006
AllianceBernstein 1992 - 2004
Skills
Accounting & Reporting, Risk & Investment..., Metrics, Securities, IRS & SEC Audits, Hedge Fund..., Global Operations, Compliance, Due Diligence, System Conversions, Policies & Procedures, Business Development, Hedge Funds, Fund Administration, Financial Reporting, Valuation, Investments, Fixed Income
Education
Long Island University
Master of Business Administration (MBA)
State University of New York College at Old Westbury
Bachelor's degree, Accounting
JPMorgan Chase July 2012 - Present
Morgan Stanley September 2006 - January 2012
PFPC 2004 - 2006
AllianceBernstein 1992 - 2004
Skills
Accounting & Reporting, Risk & Investment..., Metrics, Securities, IRS & SEC Audits, Hedge Fund..., Global Operations, Compliance, Due Diligence, System Conversions, Policies & Procedures, Business Development, Hedge Funds, Fund Administration, Financial Reporting, Valuation, Investments, Fixed Income
Education
Long Island University
Master of Business Administration (MBA)
State University of New York College at Old Westbury
Bachelor's degree, Accounting
Ernie Mui's Morgan Stanley Experience April 2005 - July 2009
Job Staff Attorney at MFY Legal Services
Industry Law Practice
Experience
MFY Legal Services July 2014 - Present
Legal Services NYC March 2014 - June 2014
New York Legal Assistance Group February 2014 - May 2014
Baker Manock & Jensen October 2012 - September 2013
California Department of Justice January 2012 - April 2012
California Department of Business Oversight January 2012 - April 2012
Federal Trade Commission August 2011 - November 2011
Financial Industry Regulatory Authority May 2011 - August 2011
Fox Television June 2010 - August 2010
Morgan Stanley April 2005 - July 2009
Education
Loyola Law School, Loyola Marymount University 2009 — 2012
Doctor of Law (J.D.)
New York University Polytechnic School of Engineering 2007 — 2011
Master of Science (M.S.), Financial Engineering
State University of New York at Stony Brook 2001 — 2005
Bachelor's degree, Mathematics, Applied Mathematics and Statistics
MFY Legal Services July 2014 - Present
Legal Services NYC March 2014 - June 2014
New York Legal Assistance Group February 2014 - May 2014
Baker Manock & Jensen October 2012 - September 2013
California Department of Justice January 2012 - April 2012
California Department of Business Oversight January 2012 - April 2012
Federal Trade Commission August 2011 - November 2011
Financial Industry Regulatory Authority May 2011 - August 2011
Fox Television June 2010 - August 2010
Morgan Stanley April 2005 - July 2009
Education
Loyola Law School, Loyola Marymount University 2009 — 2012
Doctor of Law (J.D.)
New York University Polytechnic School of Engineering 2007 — 2011
Master of Science (M.S.), Financial Engineering
State University of New York at Stony Brook 2001 — 2005
Bachelor's degree, Mathematics, Applied Mathematics and Statistics
Francie Tai's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2006 - December 2012
PFPC 2002 - 2006
Skills
Hedge Funds, Equities, Fixed Income, Mutual Funds, Private Equity, Derivatives, Securities, Valuation, Financial Services, Due Diligence, Risk Management, Cross-functional Team..., Operations Management, Operating Budgets, Third Party Vendor..., Project Team Management, Team Management, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments
Education
Long Island University
Bachelor of Science (BS), Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley August 2006 - December 2012
PFPC 2002 - 2006
Skills
Hedge Funds, Equities, Fixed Income, Mutual Funds, Private Equity, Derivatives, Securities, Valuation, Financial Services, Due Diligence, Risk Management, Cross-functional Team..., Operations Management, Operating Budgets, Third Party Vendor..., Project Team Management, Team Management, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments
Education
Long Island University
Bachelor of Science (BS), Accounting
Dan Markel's Morgan Stanley Experience January 1998 - March 2001
Job Chairman and CEO Markel Newton, MyLife Recovery Centers, Inc.
Industry Investment Banking
Experience
MyLife Recovery Centers, Inc. January 2012 - Present
Jersey Mike's Subs December 2011 - Present
Markel Newton (Formerly DT Securities, Ltd) January 2000 - Present
The DT Group January 1996 - March 2013
Morgan Stanley January 1998 - March 2001
Skills
Start-ups, Strategy, Business Development, Private Equity, Investments, New Business Development, Strategic Planning, Entrepreneurship, Finance, Strategic Financial..., Business Strategy, Securities, Investment Properties, Real Estate, Mergers & Acquisitions, Portfolio Management, Management, Financial Planning
Education
University of Southern California 2015 — 2017
EMBA, Business
New York University 1986 — 1989
Master of Fine Arts (MFA), Acting
Creighton Prep High School
High School Diploma
Loyola Marymount University
Liberal Arts, English and Communications
MyLife Recovery Centers, Inc. January 2012 - Present
Jersey Mike's Subs December 2011 - Present
Markel Newton (Formerly DT Securities, Ltd) January 2000 - Present
The DT Group January 1996 - March 2013
Morgan Stanley January 1998 - March 2001
Skills
Start-ups, Strategy, Business Development, Private Equity, Investments, New Business Development, Strategic Planning, Entrepreneurship, Finance, Strategic Financial..., Business Strategy, Securities, Investment Properties, Real Estate, Mergers & Acquisitions, Portfolio Management, Management, Financial Planning
Education
University of Southern California 2015 — 2017
EMBA, Business
New York University 1986 — 1989
Master of Fine Arts (MFA), Acting
Creighton Prep High School
High School Diploma
Loyola Marymount University
Liberal Arts, English and Communications
Neeraj Aggarwal's Morgan Stanley Experience November 2006 - February 2007
Job Program Officer Mission Investing at Michael & Susan Dell Foundation
Industry Venture Capital & Private Equity
Experience
Michael & Susan Dell Foundation July 2014 - Present
Unitus Impact September 2013 - December 2013
Intellecap July 2013 - September 2013
Rothschild March 2009 - August 2012
Macquarie Group February 2008 - December 2008
Morgan Stanley November 2006 - February 2007
Skills
Business Valuation, Investments, Financial Markets, Corporate Advisory, Business Strategy, Banking, Deal Execution, IPO, Business Planning, Bloomberg, Financial Reporting, Start-ups, Analysis, Financial Risk, Project Finance, Venture Capital
Education
London Business School 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2013
Master of Business Administration (MBA) (Exchange)
University of Sydney 2003 — 2007
Commerce/Law, Finance and Accounting
University of Toronto 2007 — 2007
Law (Exchange)
Fort Street High School 1997 — 2002
Michael & Susan Dell Foundation July 2014 - Present
Unitus Impact September 2013 - December 2013
Intellecap July 2013 - September 2013
Rothschild March 2009 - August 2012
Macquarie Group February 2008 - December 2008
Morgan Stanley November 2006 - February 2007
Skills
Business Valuation, Investments, Financial Markets, Corporate Advisory, Business Strategy, Banking, Deal Execution, IPO, Business Planning, Bloomberg, Financial Reporting, Start-ups, Analysis, Financial Risk, Project Finance, Venture Capital
Education
London Business School 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2013
Master of Business Administration (MBA) (Exchange)
University of Sydney 2003 — 2007
Commerce/Law, Finance and Accounting
University of Toronto 2007 — 2007
Law (Exchange)
Fort Street High School 1997 — 2002
Rudolph Martin's Morgan Stanley Experience December 2014 - Present
Job Manager Legal and Compliance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley May 2013 - January 2015
Morgan Stanley May 2011 - May 2013
NYC Health and Hospitals Corporation February 2009 - May 2012
Deutsche Bank May 2008 - August 2008
CULINART INC September 2000 - April 2008
Skills
•Process development..., •Business Management, •Financial Management, •Risk Management, •Event Planning, •Client Services, •Business Development, •Trend Analysis, •Cost Benefit Analysis, •Profit Maximization, Accounting, Banking, Business Analysis, Business Process, Cost Benefit, Data Governance, Finance, Management, Managerial Finance, Microsoft Office, Profit Maximization, Reference Data, Risk Management, Trend Analysis, Event Planning, Financial Analysis, Financial Risk, Microsoft Excel
Education
Long Island University
Bachelor of Science, Finance and ManagementCombined
Morgan Stanley December 2014 - Present
Morgan Stanley May 2013 - January 2015
Morgan Stanley May 2011 - May 2013
NYC Health and Hospitals Corporation February 2009 - May 2012
Deutsche Bank May 2008 - August 2008
CULINART INC September 2000 - April 2008
Skills
•Process development..., •Business Management, •Financial Management, •Risk Management, •Event Planning, •Client Services, •Business Development, •Trend Analysis, •Cost Benefit Analysis, •Profit Maximization, Accounting, Banking, Business Analysis, Business Process, Cost Benefit, Data Governance, Finance, Management, Managerial Finance, Microsoft Office, Profit Maximization, Reference Data, Risk Management, Trend Analysis, Event Planning, Financial Analysis, Financial Risk, Microsoft Excel
Education
Long Island University
Bachelor of Science, Finance and ManagementCombined
Lindsey Nickerson's Morgan Stanley Experience September 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
AdvoCare January 2009 - Present
Mayor's Commission for the Women of Bossier City March 2013 - Present
Merrill Lynch September 2006 - February 2015
Green Clinic 2001 - 2002
Skills
Leadership, Finance, Strategic Planning, Small Business, Teaching, Customer Service, Executive Management, Marketing, Due Diligence, Team Building, Fundraising, Portfolio Management, Investments, Banking, Loans, Commercial Banking, Public Speaking, Public Relations, Event Planning
Education
Louisiana Tech University 2001 — 2006
BS, Finance, Accounting
Morgan Stanley September 2015 - Present
AdvoCare January 2009 - Present
Mayor's Commission for the Women of Bossier City March 2013 - Present
Merrill Lynch September 2006 - February 2015
Green Clinic 2001 - 2002
Skills
Leadership, Finance, Strategic Planning, Small Business, Teaching, Customer Service, Executive Management, Marketing, Due Diligence, Team Building, Fundraising, Portfolio Management, Investments, Banking, Loans, Commercial Banking, Public Speaking, Public Relations, Event Planning
Education
Louisiana Tech University 2001 — 2006
BS, Finance, Accounting
Ron Tegler's Morgan Stanley Experience May 1974 - October 1999
Job Financial Advisor at Ron Tegler
Industry Financial Services
Experience
Ron Tegler January 2000 - Present
Morgan Stanley May 1974 - October 1999
Skills
Investments, Finance, Estate Planning, Strategic Financial..., Financial Analysis, Banking, Credit, Portfolio Management, Loans, Wealth Management, Mortgage Lending, Financial Modeling, Financial Services, Risk Management
Education
Loras College 1961 — 1965
BA, Accounting
Ron Tegler January 2000 - Present
Morgan Stanley May 1974 - October 1999
Skills
Investments, Finance, Estate Planning, Strategic Financial..., Financial Analysis, Banking, Credit, Portfolio Management, Loans, Wealth Management, Mortgage Lending, Financial Modeling, Financial Services, Risk Management
Education
Loras College 1961 — 1965
BA, Accounting
Richard Romero, CFE's Morgan Stanley Experience September 2007 - February 2012
Job Internal Audit, Operations Risk, Compliance Professional
Industry Financial Services
Experience
Leaders in Internal Audit, Compliance and Risk in the Dallas/Fort Worth Area. 2013 - Present
Fannie Mae June 2014 - December 2014
Supreme Lending March 2014 - June 2014
Retreat Capital Management, Inc. February 2012 - September 2013
Morgan Stanley September 2007 - February 2012
Accredited Home Lenders March 2002 - September 2007
GreenPoint Bank December 1997 - March 2002
Skills
Financial Modeling, Risk Management, Due Diligence, Financial Analysis, Internal Audit, Banking, Portfolio Management, Compliance, Operational Risk, Risk Assessment, Auditing, Credit Risk, Enterprise Risk..., Financial Audits, Financial Risk, Business Advisory, Budgets and Planning, Root Cause Analysis, Quality Control, Quality Assurance, Policies and Procedures, Reporting & Analysis, Continuous Monitoring, Continuous Auditing, Metric Development, Key Risk Indicators, Key Performance..., Mortgage Banking, Mortgage Servicing, Secondary Market, Unsecured Loans, Consumer Lending, Financial Services, Fraud, Certified Fraud Examiner, Loans
Education
Loyola Marymount University 1976 — 1980
Bachelors of Business Administration, Finance
Leaders in Internal Audit, Compliance and Risk in the Dallas/Fort Worth Area. 2013 - Present
Fannie Mae June 2014 - December 2014
Supreme Lending March 2014 - June 2014
Retreat Capital Management, Inc. February 2012 - September 2013
Morgan Stanley September 2007 - February 2012
Accredited Home Lenders March 2002 - September 2007
GreenPoint Bank December 1997 - March 2002
Skills
Financial Modeling, Risk Management, Due Diligence, Financial Analysis, Internal Audit, Banking, Portfolio Management, Compliance, Operational Risk, Risk Assessment, Auditing, Credit Risk, Enterprise Risk..., Financial Audits, Financial Risk, Business Advisory, Budgets and Planning, Root Cause Analysis, Quality Control, Quality Assurance, Policies and Procedures, Reporting & Analysis, Continuous Monitoring, Continuous Auditing, Metric Development, Key Risk Indicators, Key Performance..., Mortgage Banking, Mortgage Servicing, Secondary Market, Unsecured Loans, Consumer Lending, Financial Services, Fraud, Certified Fraud Examiner, Loans
Education
Loyola Marymount University 1976 — 1980
Bachelors of Business Administration, Finance
Christopher Ghiorsi's Morgan Stanley Experience June 1989 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1989 - Present
Donaldson, Lufkin & Jenrette November 1983 - June 1989
Education
Long Island University-Rockland Campus 1996 — 1999
Master of Business Administration (MBA), Finance, General, 3.9
SUNY Oneonta 1977 — 1981
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
Morgan Stanley June 1989 - Present
Donaldson, Lufkin & Jenrette November 1983 - June 1989
Education
Long Island University-Rockland Campus 1996 — 1999
Master of Business Administration (MBA), Finance, General, 3.9
SUNY Oneonta 1977 — 1981
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
Alexa Zamora's Morgan Stanley Experience March 2004 - November 2009
Job Child Therapist
Industry Individual & Family Services
Experience
Self-Employed February 2010 - Present
Morgan Stanley March 2004 - November 2009
Education
London Business School
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Arts (BA) Bachelore of Science (BS), Psychology/Accounting
Self-Employed February 2010 - Present
Morgan Stanley March 2004 - November 2009
Education
London Business School
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Arts (BA) Bachelore of Science (BS), Psychology/Accounting
Lieta Smith's Morgan Stanley Experience May 2006 - December 2006
Job Registered Sales Assistant at Arnold Samuel & Associates Wedbush Sec
Industry Financial Services
Experience
Arnold Samuel & Associates Wedbush Sec February 2008 - Present
Morgan Stanley May 2006 - December 2006
Lockheed Federal Credit Union October 1985 - July 2005
Skills
Series 7
Education
University of California, Los Angeles 1996 — 1997
Certificate Corporate Litigation, Corporate Litigation
Los Angeles Mission College 1986 — 1988
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Morningside High school 1973 — 1975
High School, business
Arnold Samuel & Associates Wedbush Sec February 2008 - Present
Morgan Stanley May 2006 - December 2006
Lockheed Federal Credit Union October 1985 - July 2005
Skills
Series 7
Education
University of California, Los Angeles 1996 — 1997
Certificate Corporate Litigation, Corporate Litigation
Los Angeles Mission College 1986 — 1988
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Morningside High school 1973 — 1975
High School, business
Inna Zhavoronok's Morgan Stanley Experience December 2011 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Morgan Stanley December 2011 - Present
Morgan Stanley January 2003 - November 2011
Morgan Stanley July 1994 - December 2002
National Securities Clearing Corporation July 1993 - June 1994
Skills
Software Development, Compilers, Internet, Cloud Computing, Investment Banking, Trading Systems, Securities, Derivatives, Options, Fixed Income, Equities, Sybase, SDLC, Hedge Funds
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1988 — 1993
Master's degree, Computer Science
J.P. Morgan September 2014 - Present
Morgan Stanley December 2011 - Present
Morgan Stanley January 2003 - November 2011
Morgan Stanley July 1994 - December 2002
National Securities Clearing Corporation July 1993 - June 1994
Skills
Software Development, Compilers, Internet, Cloud Computing, Investment Banking, Trading Systems, Securities, Derivatives, Options, Fixed Income, Equities, Sybase, SDLC, Hedge Funds
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1988 — 1993
Master's degree, Computer Science
Dawn Riegle, LEED Green Associate's Morgan Stanley Experience 1999 - 2004
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Cushman & Wakefield (formerly DTZ) April 2013 - Present
Hannay Realty Advisors 2011 - 2013
JPS Manufacturing 2009 - 2011
NAI Horizon Property Services 2007 - 2009
Wessex Service Company 2006 - 2007
Grubb & Ellis Las Vegas 2004 - 2006
Morgan Stanley 1999 - 2004
The Howard Hughes Corporation 1997 - 1999
Skills
Property Management, Commercial Leasing, Tenant Relations, Vendor Relations, Owner Relations, Financial Reporting, Accounting, Budgets, CAM, Property Preservation, Retail, Office, Industrial, Medical, Condo Associations, Lease Administration, Property
Education
Los Angeles Valley College
Accounting
Cushman & Wakefield (formerly DTZ) April 2013 - Present
Hannay Realty Advisors 2011 - 2013
JPS Manufacturing 2009 - 2011
NAI Horizon Property Services 2007 - 2009
Wessex Service Company 2006 - 2007
Grubb & Ellis Las Vegas 2004 - 2006
Morgan Stanley 1999 - 2004
The Howard Hughes Corporation 1997 - 1999
Skills
Property Management, Commercial Leasing, Tenant Relations, Vendor Relations, Owner Relations, Financial Reporting, Accounting, Budgets, CAM, Property Preservation, Retail, Office, Industrial, Medical, Condo Associations, Lease Administration, Property
Education
Los Angeles Valley College
Accounting
William McNaught's Morgan Stanley Experience June 1999 - January 2012
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Chilton Private Clients January 2012 - June 2015
Morgan Stanley June 1999 - January 2012
Education
Loughborough University 1996 — 1999
Bachelor of Science (B.Sc.), Economics
Highfields, Matlock
Morgan Stanley Private Wealth Management June 2015 - Present
Chilton Private Clients January 2012 - June 2015
Morgan Stanley June 1999 - January 2012
Education
Loughborough University 1996 — 1999
Bachelor of Science (B.Sc.), Economics
Highfields, Matlock
Sarah McDaniel's Morgan Stanley Experience 2006 - Present
Job Managing Director Head of Wealth Strategies Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Morgan Stanley 2000 - 2006
Brown Brothers Harriman 1997 - 2000
Christie's 1990 - 1995
Skills
CFA, Fixed Income, Asset Management, Alternative Investments, Equities, Hedge Funds, Wealth Management, Asset Allocation, Private Equity, Securities, Management
Education
London Business School 1995 — 1997
Master of Business Administration (MBA)
Dartmouth College 1986 — 1990
Bachelor of Arts (BA), Art History
The Taft School 1982 — 1986
Morgan Stanley 2006 - Present
Morgan Stanley 2000 - 2006
Brown Brothers Harriman 1997 - 2000
Christie's 1990 - 1995
Skills
CFA, Fixed Income, Asset Management, Alternative Investments, Equities, Hedge Funds, Wealth Management, Asset Allocation, Private Equity, Securities, Management
Education
London Business School 1995 — 1997
Master of Business Administration (MBA)
Dartmouth College 1986 — 1990
Bachelor of Arts (BA), Art History
The Taft School 1982 — 1986
Shauna Lane's Morgan Stanley Experience January 2004 - June 2006
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Lakewood Forest Vet Hospital September 2011 - February 2012
Morgan Stanley January 2004 - June 2006
Education
Lone Star College System
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.2
Wells Fargo September 2012 - Present
Lakewood Forest Vet Hospital September 2011 - February 2012
Morgan Stanley January 2004 - June 2006
Education
Lone Star College System
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.2
Prince Mathews's Morgan Stanley Experience May 2005 - April 2006
Job Senior Business Relationship Manager at CapitalOne
Industry Outsourcing/Offshoring
Experience
Capital One January 2012 - Present
Wells Fargo Advisors September 2008 - January 2012
Standard Chartered Bank June 2006 - July 2007
Morgan Stanley May 2005 - April 2006
Skills
Operations Management, Offshore Outsourcing, Customer Relations, Third Party Vendor..., Vendor Relationship...
Education
Loyola College
Capital One January 2012 - Present
Wells Fargo Advisors September 2008 - January 2012
Standard Chartered Bank June 2006 - July 2007
Morgan Stanley May 2005 - April 2006
Skills
Operations Management, Offshore Outsourcing, Customer Relations, Third Party Vendor..., Vendor Relationship...
Education
Loyola College
Dick Lacour's Morgan Stanley Experience May 2010 - August 2011
Job Director at Lacour Development & Consulting
Industry Real Estate
Experience
Laour Professioal Realty May 2013 - Present
Laour Development & Consulting March 2007 - Present
Morgan Stanley May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Nichols State University 1969 — 1971
Economics
Louisiana State University 1967 — 1969
Jesuit High School New Orleans La. 1963 — 1967
Laour Professioal Realty May 2013 - Present
Laour Development & Consulting March 2007 - Present
Morgan Stanley May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Nichols State University 1969 — 1971
Economics
Louisiana State University 1967 — 1969
Jesuit High School New Orleans La. 1963 — 1967
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS