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
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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
Maureen Carney Maureen Carney's Morgan Stanley Experience September 2006 - July 2008
Job Relationship Manager/Wealth Strategist at HighTower Advisors The Lerner Group
Industry Financial Services
Experience
HighTower Advisors - The Lerner Group October 2014 - Present
HighTower Advisors - The Lerner Group July 2012 - Present
Morgan Stanley Smith Barney July 2008 - July 2012
Morgan Stanley September 2006 - July 2008
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning, Risk Management, Finance
Education
Loyola University Chicago
Bachelor of Arts (B.A.), Business Adminstration
HighTower Advisors - The Lerner Group October 2014 - Present
HighTower Advisors - The Lerner Group July 2012 - Present
Morgan Stanley Smith Barney July 2008 - July 2012
Morgan Stanley September 2006 - July 2008
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning, Risk Management, Finance
Education
Loyola University Chicago
Bachelor of Arts (B.A.), Business Adminstration
Ryan Kampel Ryan Kampel's Morgan Stanley Experience January 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Honor Finance August 2014 - June 2015
Loyola University Chicago August 2011 - May 2015
Wells Fargo Home Mortgage June 2014 - August 2014
Honor Finance December 2013 - May 2014
College Pro February 2013 - June 2013
Fifth Third Bank May 2012 - August 2012
Skills
Microsoft Office, Mac OS X, Java, HTML, Financial Analysis, Banking, Credit, Credit Analysis, Financial Modeling, Portfolio Management, Finance, Strategic Financial..., Risk Management, Corporate Finance, Investments, Accounting, Cash Management, Auditing, Financial Reporting, Microsoft Excel, Presentation Development, Presentations, Teamwork
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Morgan Stanley January 2015 - Present
Honor Finance August 2014 - June 2015
Loyola University Chicago August 2011 - May 2015
Wells Fargo Home Mortgage June 2014 - August 2014
Honor Finance December 2013 - May 2014
College Pro February 2013 - June 2013
Fifth Third Bank May 2012 - August 2012
Skills
Microsoft Office, Mac OS X, Java, HTML, Financial Analysis, Banking, Credit, Credit Analysis, Financial Modeling, Portfolio Management, Finance, Strategic Financial..., Risk Management, Corporate Finance, Investments, Accounting, Cash Management, Auditing, Financial Reporting, Microsoft Excel, Presentation Development, Presentations, Teamwork
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Matthew Iantosca Matthew Iantosca's Morgan Stanley Experience 2007 - September 2008
Job Managing Partner and Investment Adviser Representative at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
Gerber Kawasaki, Inc., a Wealth & Investment Management Firm. December 2008 - Present
Morgan Stanley 2007 - September 2008
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
BA, Finance and Computer Information Systems
Gerber Kawasaki, Inc., a Wealth & Investment Management Firm. December 2008 - Present
Morgan Stanley 2007 - September 2008
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
BA, Finance and Computer Information Systems
Joshua Wessman Joshua Wessman's Morgan Stanley Experience August 2013 - May 2014
Job Associate at Marshall & Stevens
Industry Financial Services
Experience
Marshall & Stevens January 2015 - Present
Allianz Global Corporate & Specialty (AGCS) June 2014 - December 2014
Morgan Stanley August 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Financial Modeling, Customer Service, Leveraged buyout..., M&A..., DCF Valuation, Capital IQ
Education
Loyola University of Chicago 2012 — 2014
Bachelor's Degree, Finance
Marshall & Stevens January 2015 - Present
Allianz Global Corporate & Specialty (AGCS) June 2014 - December 2014
Morgan Stanley August 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Financial Modeling, Customer Service, Leveraged buyout..., M&A..., DCF Valuation, Capital IQ
Education
Loyola University of Chicago 2012 — 2014
Bachelor's Degree, Finance
Samuel Kindred Samuel Kindred's Morgan Stanley Experience May 2015 - Present
Job Institutional Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Group One Trading, LP August 2014 - April 2015
Nordstrom May 2012 - August 2013
Skills
Retail Sales, Retail, Visual Merchandising, Store Management, Merchandising, Budgets, Sales, Sales Process, Customer Service, Time Management, Leadership, Teamwork, Coaching, PowerPoint
Education
Loyola University of Chicago 2012 — 2016
Bachelor of Business Administration (BBA), Economics, Finance
St. Thomas Aquinas 2008 — 2012
Diploma
Morgan Stanley May 2015 - Present
Group One Trading, LP August 2014 - April 2015
Nordstrom May 2012 - August 2013
Skills
Retail Sales, Retail, Visual Merchandising, Store Management, Merchandising, Budgets, Sales, Sales Process, Customer Service, Time Management, Leadership, Teamwork, Coaching, PowerPoint
Education
Loyola University of Chicago 2012 — 2016
Bachelor of Business Administration (BBA), Economics, Finance
St. Thomas Aquinas 2008 — 2012
Diploma
Monica Marciano Monica Marciano's Morgan Stanley Experience January 2013 - Present
Job VP, HNW Lending Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2008 - December 2012
Lehman Brothers August 2007 - August 2008
Wells Fargo Bank April 2006 - August 2007
CIGNA Group Insurance August 2004 - March 2006
Wells Fargo Financial May 2002 - August 2004
Skills
Series 7, Investments, Financial Analysis, Banking, Alternative Investments, Due Diligence, Loans, Finance, Wealth Management..., Wealth Management, Strategic Financial..., Securities, Equities, Financial Modeling, Financial Planning, Portfolio Management, Risk Management, Cash Management, Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Management
Morgan Stanley January 2013 - Present
Morgan Stanley August 2008 - December 2012
Lehman Brothers August 2007 - August 2008
Wells Fargo Bank April 2006 - August 2007
CIGNA Group Insurance August 2004 - March 2006
Wells Fargo Financial May 2002 - August 2004
Skills
Series 7, Investments, Financial Analysis, Banking, Alternative Investments, Due Diligence, Loans, Finance, Wealth Management..., Wealth Management, Strategic Financial..., Securities, Equities, Financial Modeling, Financial Planning, Portfolio Management, Risk Management, Cash Management, Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Management
James Gagnon James Gagnon's Morgan Stanley Experience May 2007 - January 2010
Job Regional Sales Manager at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2014 - Present
Bloomberg April 2011 - April 2014
Bloomberg April 2010 - April 2011
Morgan Stanley May 2007 - January 2010
Skills
Bloomberg, Fixed Income, Financial Markets, Financial Services, Business Development, Bloomberg Terminal, Asset Management, Equities, Financial Modeling, Relationship Management, Finance, Capital Markets, Investments, Risk Management, Software Solution Sales, Enterprise Technology..., Sales Management, Financial Operations, Consulting, SaaS
Education
Loyola College in Maryland
Bachelor of Business Administration (B.B.A.), Finance
Loyola University Maryland
Towers Watson April 2014 - Present
Bloomberg April 2011 - April 2014
Bloomberg April 2010 - April 2011
Morgan Stanley May 2007 - January 2010
Skills
Bloomberg, Fixed Income, Financial Markets, Financial Services, Business Development, Bloomberg Terminal, Asset Management, Equities, Financial Modeling, Relationship Management, Finance, Capital Markets, Investments, Risk Management, Software Solution Sales, Enterprise Technology..., Sales Management, Financial Operations, Consulting, SaaS
Education
Loyola College in Maryland
Bachelor of Business Administration (B.B.A.), Finance
Loyola University Maryland
Jeannette Gray Jeannette Gray's Morgan Stanley Experience July 1998 - January 1999
Job Elementary School Teacher
Industry Primary/Secondary Education
Experience
LAUSD January 2001 - Present
Self Employed September 2009 - May 2012
George P Johnson January 1999 - January 2001
Morgan Stanley July 1998 - January 1999
Don Antonio's Restaurant June 1992 - July 1998
Wyndham Worldwide October 1997 - May 1998
Skills
Educational Technology, Classroom Management, Community Outreach, Differentiated..., Curriculum Development, Educational Leadership, Lesson Planning, Classroom, Literacy, Tutoring, Curriculum Design, Elementary Education, Teacher Training, K-12, Management, Project Management, Event Management, Restaurant Management, Appointment Scheduling, Operations Management, Event Planning, Project Coordination, Public Relations, Academic Tutoring, Employee Training, Human Resources, Teaching, Fundraising
Education
Loyola Marymount University, College of Business Administration 1996 — 1998
Bachelor of Arts, Business Administration
CSU, Dominguez Hills 2002 — 2003
Multiple Subject, CLAD, Education
LAUSD January 2001 - Present
Self Employed September 2009 - May 2012
George P Johnson January 1999 - January 2001
Morgan Stanley July 1998 - January 1999
Don Antonio's Restaurant June 1992 - July 1998
Wyndham Worldwide October 1997 - May 1998
Skills
Educational Technology, Classroom Management, Community Outreach, Differentiated..., Curriculum Development, Educational Leadership, Lesson Planning, Classroom, Literacy, Tutoring, Curriculum Design, Elementary Education, Teacher Training, K-12, Management, Project Management, Event Management, Restaurant Management, Appointment Scheduling, Operations Management, Event Planning, Project Coordination, Public Relations, Academic Tutoring, Employee Training, Human Resources, Teaching, Fundraising
Education
Loyola Marymount University, College of Business Administration 1996 — 1998
Bachelor of Arts, Business Administration
CSU, Dominguez Hills 2002 — 2003
Multiple Subject, CLAD, Education
Dan Madura Dan Madura's Morgan Stanley Experience March 2000 - June 2007
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2007 - Present
Morgan Stanley March 2000 - June 2007
Paine Webber August 1994 - March 2000
Education
Loyola Academy
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
OLPH
Credit Suisse June 2007 - Present
Morgan Stanley March 2000 - June 2007
Paine Webber August 1994 - March 2000
Education
Loyola Academy
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
OLPH
Laura Siegman's Morgan Stanley Experience May 2008 - May 2010
Job Special Assets Manager at Illinois Housing Development Authority
Industry Financial Services
Experience
Illinois Housing Development Authority February 2015 - Present
Illinois Housing Development Authority October 2014 - February 2015
First American Financial Corporation February 2012 - August 2014
CareerBuilder.com May 2011 - February 2012
CDW July 2010 - May 2011
Morgan Stanley May 2008 - May 2010
Skills
Research, Budgeting, Portfolio Management, Budgets, Marketing, Management, Recruiting, Training, Analysis, Sales, Sales Operations, Financial Analysis
Education
Loyola University Chicago 2006 — 2010
Bachelor of Business Administration, Finance and Economics
Amelia High School 2002 — 2006
Illinois Housing Development Authority February 2015 - Present
Illinois Housing Development Authority October 2014 - February 2015
First American Financial Corporation February 2012 - August 2014
CareerBuilder.com May 2011 - February 2012
CDW July 2010 - May 2011
Morgan Stanley May 2008 - May 2010
Skills
Research, Budgeting, Portfolio Management, Budgets, Marketing, Management, Recruiting, Training, Analysis, Sales, Sales Operations, Financial Analysis
Education
Loyola University Chicago 2006 — 2010
Bachelor of Business Administration, Finance and Economics
Amelia High School 2002 — 2006
Amanda Guzowski Amanda Guzowski's Morgan Stanley Experience November 2009 - June 2010
Job Associate Manager, Business Operations at MXM (Meredith Xcelerated Marketing)
Industry Marketing and Advertising
Experience
MXM (Meredith Xcelerated Marketing) January 2014 - Present
MXM (Meredith Xcelerated Marketing) July 2012 - January 2014
New Media Strategies June 2011 - July 2012
New Media Strategies June 2010 - June 2011
Morgan Stanley November 2009 - June 2010
Morgan Stanley 2007 - November 2009
A People United September 2006 - December 2006
Sherwin Williams May 2006 - August 2006
Education
Loyola University Maryland 2003 — 2007
B.B.A., International Business
MXM (Meredith Xcelerated Marketing) January 2014 - Present
MXM (Meredith Xcelerated Marketing) July 2012 - January 2014
New Media Strategies June 2011 - July 2012
New Media Strategies June 2010 - June 2011
Morgan Stanley November 2009 - June 2010
Morgan Stanley 2007 - November 2009
A People United September 2006 - December 2006
Sherwin Williams May 2006 - August 2006
Education
Loyola University Maryland 2003 — 2007
B.B.A., International Business
Matthew Winkler Matthew Winkler's Morgan Stanley Experience June 2015 - Present
Job Listed Derivatives Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
CFG Capital Markets January 2015 - May 2015
Loyola University Maryland May 2014 - July 2014
Financial Concepts Unlimited, Inc. February 2014 - May 2014
Aflac May 2013 - September 2013
Lincoln Financial Group June 2012 - September 2012
Loyola University Maryland February 2012 - May 2012
National Honor Society August 2010 - December 2010
Sport Diver Magazine March 2007 - August 2010
Skills
Microsoft Excel, Financial Modeling, Investment Banking, PowerPoint, Microsoft Word, Public Speaking, Social Media, Facebook, Social Networking, Customer Service, Self Defense, Java, C++
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley June 2015 - Present
CFG Capital Markets January 2015 - May 2015
Loyola University Maryland May 2014 - July 2014
Financial Concepts Unlimited, Inc. February 2014 - May 2014
Aflac May 2013 - September 2013
Lincoln Financial Group June 2012 - September 2012
Loyola University Maryland February 2012 - May 2012
National Honor Society August 2010 - December 2010
Sport Diver Magazine March 2007 - August 2010
Skills
Microsoft Excel, Financial Modeling, Investment Banking, PowerPoint, Microsoft Word, Public Speaking, Social Media, Facebook, Social Networking, Customer Service, Self Defense, Java, C++
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Anette Kopycinski's Morgan Stanley Experience 2003 - 2004
Job Treasury Services Sales Associate AVP at JP Morgan Chase (Corporate & Investment Bank)
Industry Banking
Experience
JP Morgan Chase - Corporate & Investment Bank February 2010 - Present
JP Morgan Chase February 2009 - February 2010
JP Morgan Chase December 2006 - November 2008
JPMorgan Chase & Co. April 2005 - December 2006
Morgan Stanley 2003 - 2004
Skills
Portfolio Management, Financial Services, Banking, Finance, Management, Sales, Negotiation
Education
Loyola University of Chicago 2000 — 2004
International/Global Studies and Marketing
Elk Grove High School
JP Morgan Chase - Corporate & Investment Bank February 2010 - Present
JP Morgan Chase February 2009 - February 2010
JP Morgan Chase December 2006 - November 2008
JPMorgan Chase & Co. April 2005 - December 2006
Morgan Stanley 2003 - 2004
Skills
Portfolio Management, Financial Services, Banking, Finance, Management, Sales, Negotiation
Education
Loyola University of Chicago 2000 — 2004
International/Global Studies and Marketing
Elk Grove High School
Joe Siegert Joe Siegert's Morgan Stanley Experience August 2005 - May 2009
Job Health Benefits Advisor
Industry Insurance
Experience
GoHealth: Blue Cross and Blue Shield October 2014 - Present
Health Resource Solutions: Home Health Care July 2011 - May 2013
Cision: Media Software June 2009 - May 2011
Morgan Stanley August 2005 - May 2009
Skills
Public Relations, Social Media, Media Relations, Salesforce.com, Account Management, Corporate Communications, Sales Operations, Spanish, Sales, Coaching
Education
Loyola University Chicago 2005 — 2009
Bachelor of Arts (B.A.), Advertising and Public Relations, Spanish Minor
GoHealth: Blue Cross and Blue Shield October 2014 - Present
Health Resource Solutions: Home Health Care July 2011 - May 2013
Cision: Media Software June 2009 - May 2011
Morgan Stanley August 2005 - May 2009
Skills
Public Relations, Social Media, Media Relations, Salesforce.com, Account Management, Corporate Communications, Sales Operations, Spanish, Sales, Coaching
Education
Loyola University Chicago 2005 — 2009
Bachelor of Arts (B.A.), Advertising and Public Relations, Spanish Minor
Elizabeth McQuillan's Morgan Stanley Experience January 2015 - May 2015
Job Consulting Intern at Altair Advisers
Industry Banking
Experience
Altair Advisers May 2015 - Present
Morgan Stanley January 2015 - May 2015
Pinnacle Bank May 2011 - August 2014
McQuillan Law Office P.C. L.L.O May 2010 - August 2014
Region II; Heartland Counseling April 2009 - April 2011
Skills
Teamwork, Customer Service, Time Management, Public Speaking, Communication Skills, Negotiation, Research, Financial Analysis, Analysis
Education
Loyola University of Chicago 2012 — 2016
Economics and Finance
Ogallala High School 2008 — 2012
Altair Advisers May 2015 - Present
Morgan Stanley January 2015 - May 2015
Pinnacle Bank May 2011 - August 2014
McQuillan Law Office P.C. L.L.O May 2010 - August 2014
Region II; Heartland Counseling April 2009 - April 2011
Skills
Teamwork, Customer Service, Time Management, Public Speaking, Communication Skills, Negotiation, Research, Financial Analysis, Analysis
Education
Loyola University of Chicago 2012 — 2016
Economics and Finance
Ogallala High School 2008 — 2012
MARIANA RADOS MARIANA RADOS's Morgan Stanley Experience 1996 - 1999
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors LLC September 2007 - Present
RSM McGladrey Inc. 2005 - 2007
GE Financial 2003 - 2005
Marsh & McLennan Companies, Inc. 2001 - 2002
Aetna International 1999 - 2001
Morgan Stanley 1996 - 1999
Chase Manhattan Corporation 1994 - 1996
Bank of America 1992 - 1994
Continental Bank N.A. (Bank of America) 1976 - 1992
Skills
Estate Planning..., Retirement Planning..., Financial Planning, Business Succession...
Education
Loyola University Chicago 1969 — 1973
BS, Chemistry
MBA-The University of Chicago - Booth School of Business
MBA, International Business & Finance
AXA Advisors LLC September 2007 - Present
RSM McGladrey Inc. 2005 - 2007
GE Financial 2003 - 2005
Marsh & McLennan Companies, Inc. 2001 - 2002
Aetna International 1999 - 2001
Morgan Stanley 1996 - 1999
Chase Manhattan Corporation 1994 - 1996
Bank of America 1992 - 1994
Continental Bank N.A. (Bank of America) 1976 - 1992
Skills
Estate Planning..., Retirement Planning..., Financial Planning, Business Succession...
Education
Loyola University Chicago 1969 — 1973
BS, Chemistry
MBA-The University of Chicago - Booth School of Business
MBA, International Business & Finance
Anton Ermolov's Morgan Stanley Experience June 2013 - August 2013
Job Valuation Analyst at Ellin & Tucker, Chartered
Industry Financial Services
Experience
Ellin & Tucker, Chartered May 2014 - Present
Maller Wealth Advisors September 2013 - April 2014
Morgan Stanley June 2013 - August 2013
Three College Kids and a Pick-up Truck May 2011 - May 2013
Skills
Management, Strategy, Advertising, Business Planning, Finance, Economics, French, Microsoft Excel, PowerPoint, Access, Microsoft Office, Financial Analysis, Leadership, Time Management, Econometrics, Mathematical Economics, Data Analysis
Education
Loyola College in Maryland 2010 — 2014
Bachelor's degree, Quantitative Economic Concentration with a minor in Mathematical Sciences
Fairfield College Preparatory School 2006 — 2010
Ellin & Tucker, Chartered May 2014 - Present
Maller Wealth Advisors September 2013 - April 2014
Morgan Stanley June 2013 - August 2013
Three College Kids and a Pick-up Truck May 2011 - May 2013
Skills
Management, Strategy, Advertising, Business Planning, Finance, Economics, French, Microsoft Excel, PowerPoint, Access, Microsoft Office, Financial Analysis, Leadership, Time Management, Econometrics, Mathematical Economics, Data Analysis
Education
Loyola College in Maryland 2010 — 2014
Bachelor's degree, Quantitative Economic Concentration with a minor in Mathematical Sciences
Fairfield College Preparatory School 2006 — 2010
Charlie Eschmann Charlie Eschmann's Morgan Stanley Experience April 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Loyola University Maryland May 2013 - Present
Loyola University Maryland Rugby Football Club August 2012 - May 2013
Education
Loyola University Maryland 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Chaminade High School 2005 — 2009
Morgan Stanley April 2014 - Present
Loyola University Maryland May 2013 - Present
Loyola University Maryland Rugby Football Club August 2012 - May 2013
Education
Loyola University Maryland 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Chaminade High School 2005 — 2009
Ted Shields Ted Shields's Morgan Stanley Experience April 2001 - August 2006
Job Senior Lease Analyst at First New York Partners (a division of Forest City Ratner Companies)
Industry Real Estate
Experience
Forest City Ratner Companies August 2006 - Present
Morgan Stanley April 2001 - August 2006
The Gersh Agency 1999 - 2001
Film & TV Production 1993 - 1999
Skills
Leases, Strategic Planning, Real Estate, Asset Managment, Microsoft Excel, Account Management, Microsoft Office, Real Estate Development, Real Estate Economics, Management, Real Estate Transactions, Property Management, Accounts Receivable, Customer Service, Microsoft Word, Event Planning, Location Intelligence, Asset Management, Commercial Real Estate, Corporate Real Estate, Due Diligence, Lease Administration, Lease Negotiations, Landlords, Contract Negotiation, Negotiation, Financial Analysis, Brokerage, Budgets, Acquisitions, Portfolio Management, Valuation, Investment Properties
Education
Loyola University Maryland 1989 — 1993
Business Administration and Management
Forest City Ratner Companies August 2006 - Present
Morgan Stanley April 2001 - August 2006
The Gersh Agency 1999 - 2001
Film & TV Production 1993 - 1999
Skills
Leases, Strategic Planning, Real Estate, Asset Managment, Microsoft Excel, Account Management, Microsoft Office, Real Estate Development, Real Estate Economics, Management, Real Estate Transactions, Property Management, Accounts Receivable, Customer Service, Microsoft Word, Event Planning, Location Intelligence, Asset Management, Commercial Real Estate, Corporate Real Estate, Due Diligence, Lease Administration, Lease Negotiations, Landlords, Contract Negotiation, Negotiation, Financial Analysis, Brokerage, Budgets, Acquisitions, Portfolio Management, Valuation, Investment Properties
Education
Loyola University Maryland 1989 — 1993
Business Administration and Management
Laura (Ritter) R. Allio Laura (Ritter) R. Allio's Morgan Stanley Experience May 2005 - January 2007
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Nationwide Insurance August 2012 - January 2014
Morgan Stanley Smith Barney (formerly Citi Smith Barney) August 2008 - July 2010
Citi Smith Barney June 2007 - August 2008
Citi Smith Barney January 2007 - June 2007
Morgan Stanley May 2005 - January 2007
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investments, Corporate Finance
Loyola University of Chicago 2003 — 2007
Bachelor's Degree, Finance, Marketing
Marian High School 1999 — 2003
UBS February 2014 - Present
Nationwide Insurance August 2012 - January 2014
Morgan Stanley Smith Barney (formerly Citi Smith Barney) August 2008 - July 2010
Citi Smith Barney June 2007 - August 2008
Citi Smith Barney January 2007 - June 2007
Morgan Stanley May 2005 - January 2007
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investments, Corporate Finance
Loyola University of Chicago 2003 — 2007
Bachelor's Degree, Finance, Marketing
Marian High School 1999 — 2003
Andrew Chudy Andrew Chudy's Morgan Stanley Experience March 2007 - May 2008
Job Research Analyst at Maryland Capital Management
Industry Investment Management
Experience
Maryland Capital Management January 2014 - Present
Maryland Capital Management July 2009 - Present
Standard & Poor's September 2008 - July 2009
Morgan Stanley March 2007 - May 2008
Skills
Derivatives, Bloomberg Terminal, Equity Valuation, Asset Allocation, Asset Managment, Investment Advisory, Financial Markets, Fixed Income Analysis
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA)
Loyola University Maryland 2004 — 2008
BBA, Finance
Maryland Capital Management January 2014 - Present
Maryland Capital Management July 2009 - Present
Standard & Poor's September 2008 - July 2009
Morgan Stanley March 2007 - May 2008
Skills
Derivatives, Bloomberg Terminal, Equity Valuation, Asset Allocation, Asset Managment, Investment Advisory, Financial Markets, Fixed Income Analysis
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA)
Loyola University Maryland 2004 — 2008
BBA, Finance
Briton Ryan Briton Ryan's Morgan Stanley Experience June 2003 - May 2008
Job Head of Capital Markets at AccuShares
Industry Financial Services
Experience
AccuShares June 2014 - Present
Mizuho Securities USA Inc. October 2012 - March 2014
Newedge August 2009 - September 2012
Macquarie Bank May 2008 - August 2009
Morgan Stanley June 2003 - May 2008
Deutsche Bank Securities June 1999 - June 2003
Skills
Hedging, Arbitrage, Securities Lending, Trading Strategies, ETFs, Trading, Market Making, Back Office, Market Data, Valuation, Currency, Financial Risk, Technical Analysis, Foreign Exchange, Market Risk, Settlement, Risk Management, Structured Finance
Education
Loyola University Maryland 1996 — 2000
Mathematics
Pace University
Pace University
Pace University
AccuShares June 2014 - Present
Mizuho Securities USA Inc. October 2012 - March 2014
Newedge August 2009 - September 2012
Macquarie Bank May 2008 - August 2009
Morgan Stanley June 2003 - May 2008
Deutsche Bank Securities June 1999 - June 2003
Skills
Hedging, Arbitrage, Securities Lending, Trading Strategies, ETFs, Trading, Market Making, Back Office, Market Data, Valuation, Currency, Financial Risk, Technical Analysis, Foreign Exchange, Market Risk, Settlement, Risk Management, Structured Finance
Education
Loyola University Maryland 1996 — 2000
Mathematics
Pace University
Pace University
Pace University
Brendan Lindner Brendan Lindner's Morgan Stanley Experience January 2015 - Present
Job Product Control Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
DAP June 2011 - August 2011
DAP June 2010 - August 2010
Skills
Access, Visio, SAS Enterprise Miner, SAS, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Process Improvement, Operational Risk..., Finance, Reuters Eikon, Lotus Notes, Sterling Commerce, Nestivo, Prism, FX Operations, FX Prime Brokerage, CLS, Account Reconciliation, Cash Settlements, Data Analysis, P&L Analysis, P&L Modeling, Quality Assurance, Functional Analysis, Equity Derivatives, Foreign Exchange
Education
Loyola College in Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Business Economics, Minor in Information Systems
Summit High School 2004 — 2008
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
DAP June 2011 - August 2011
DAP June 2010 - August 2010
Skills
Access, Visio, SAS Enterprise Miner, SAS, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Process Improvement, Operational Risk..., Finance, Reuters Eikon, Lotus Notes, Sterling Commerce, Nestivo, Prism, FX Operations, FX Prime Brokerage, CLS, Account Reconciliation, Cash Settlements, Data Analysis, P&L Analysis, P&L Modeling, Quality Assurance, Functional Analysis, Equity Derivatives, Foreign Exchange
Education
Loyola College in Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Business Economics, Minor in Information Systems
Summit High School 2004 — 2008
Alexa Cavacchioli Alexa Cavacchioli's Morgan Stanley Experience June 2012 - December 2012
Job Finance Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase July 2013 - August 2014
Morgan Stanley June 2012 - December 2012
Singh Hospitality Group January 2008 - May 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Markitwire, SAS, Salesforce.com, Event Planning, Facebook, Finance, Financial Analysis, Leadership, Management, Public Speaking, Research, Teamwork, Time Management
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration
Catholic University of America at St. John’s University
J.P. Morgan August 2014 - Present
JPMorgan Chase July 2013 - August 2014
Morgan Stanley June 2012 - December 2012
Singh Hospitality Group January 2008 - May 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Markitwire, SAS, Salesforce.com, Event Planning, Facebook, Finance, Financial Analysis, Leadership, Management, Public Speaking, Research, Teamwork, Time Management
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration
Catholic University of America at St. John’s University
Brandon Scarff Brandon Scarff's Morgan Stanley Experience June 2014 - Present
Job ProblemSolver
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
The Refugee Youth Project January 2014 - April 2014
There Goes My Hero February 2012 - December 2013
inRecruit.com June 2013 - September 2013
The Counseling Center at Loyola University Maryland September 2012 - May 2013
Kao USA Inc. July 2012 - September 2012
Finish Line April 2012 - August 2012
Beachmont Christian Ministries, Inc. June 2011 - August 2011
Beachmont Christian Ministries, Inc. June 2010 - August 2010
RSW Concrete and Contracting, Inc. June 2008 - August 2008
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Management, Minor in Communication
Redeemer Classical Christian School 2002 — 2010
Diploma
Morgan Stanley June 2014 - Present
The Refugee Youth Project January 2014 - April 2014
There Goes My Hero February 2012 - December 2013
inRecruit.com June 2013 - September 2013
The Counseling Center at Loyola University Maryland September 2012 - May 2013
Kao USA Inc. July 2012 - September 2012
Finish Line April 2012 - August 2012
Beachmont Christian Ministries, Inc. June 2011 - August 2011
Beachmont Christian Ministries, Inc. June 2010 - August 2010
RSW Concrete and Contracting, Inc. June 2008 - August 2008
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Management, Minor in Communication
Redeemer Classical Christian School 2002 — 2010
Diploma
Brittany Nielsen, CPA's Morgan Stanley Experience September 2014 - Present
Job Senior Associate International Tax Services Financial Services
Industry Accounting
Experience
Morgan Stanley September 2014 - Present
PwC July 2011 - September 2014
Brown & Zvonek, CPA May 2010 - June 2011
CNX Corporation October 2008 - May 2010
Education
University of Utah - David Eccles School of Business 2010 — 2011
MAcc, Accounting
Loyola University of Chicago 2006 — 2010
B.S., Accounting
Morgan Stanley September 2014 - Present
PwC July 2011 - September 2014
Brown & Zvonek, CPA May 2010 - June 2011
CNX Corporation October 2008 - May 2010
Education
University of Utah - David Eccles School of Business 2010 — 2011
MAcc, Accounting
Loyola University of Chicago 2006 — 2010
B.S., Accounting
Jack McGinnis Jack McGinnis's Morgan Stanley Experience January 2014 - Present
Job Global Controller at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2014 - Present
HSBC July 2012 - January 2014
HSBC July 2010 - June 2012
HSBC March 2008 - June 2010
HSBC March 2006 - February 2008
Ernst & Young 1989 - 2006
Education
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting
Morgan Stanley January 2014 - Present
HSBC July 2012 - January 2014
HSBC July 2010 - June 2012
HSBC March 2008 - June 2010
HSBC March 2006 - February 2008
Ernst & Young 1989 - 2006
Education
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting
Cameron Belfield Cameron Belfield's Morgan Stanley Experience January 2013 - Present
Job Soros Fund Management
Industry Financial Services
Experience
Private Investment Fund January 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley October 2009 - January 2013
UBS Wealth Management May 2008 - August 2008
Skills
Residential Mortgages, Commercial Mortgages, CDO, Profit/Loss..., Credit Derivatives, Derivative Operations, Bloomberg, Data Compression
Education
Loyola College in Maryland 2005 — 2009
Joseph A. Sellinger S.J. School of Business & Management, Finance
American University of Paris 2008 — 2008
Economics/Finance
Private Investment Fund January 2015 - Present
Morgan Stanley January 2013 - Present
Morgan Stanley October 2009 - January 2013
UBS Wealth Management May 2008 - August 2008
Skills
Residential Mortgages, Commercial Mortgages, CDO, Profit/Loss..., Credit Derivatives, Derivative Operations, Bloomberg, Data Compression
Education
Loyola College in Maryland 2005 — 2009
Joseph A. Sellinger S.J. School of Business & Management, Finance
American University of Paris 2008 — 2008
Economics/Finance
Owen Sweeney Owen Sweeney's Morgan Stanley Experience May 2006 - November 2006
Job RAS Senior Analyst at Assurant Inc.
Industry Insurance
Experience
Assurant January 2009 - Present
Salibello and Broder LLP January 2007 - August 2008
Morgan Stanley May 2006 - November 2006
Ernst and Young August 2005 - May 2006
Protiviti July 2004 - August 2005
American Express Financial Advisors May 2002 - September 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Audit, Auditing, Financial Modeling, Strategic Financial..., Valuation, Enterprise Risk...
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelor of Business Administration, Finance
Assurant January 2009 - Present
Salibello and Broder LLP January 2007 - August 2008
Morgan Stanley May 2006 - November 2006
Ernst and Young August 2005 - May 2006
Protiviti July 2004 - August 2005
American Express Financial Advisors May 2002 - September 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Audit, Auditing, Financial Modeling, Strategic Financial..., Valuation, Enterprise Risk...
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelor of Business Administration, Finance
Patrick Morin, CAIA Patrick Morin, CAIA's Morgan Stanley Experience June 1994 - July 2005
Job Institutional Equities
Industry Financial Services
Experience
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Paul Liguzinski's Morgan Stanley Experience March 2010 - May 2010
Job Major Account Executive
Industry Internet
Experience
CareerBuilder.com April 2015 - Present
CareerBuilder.com January 2015 - March 2015
CareerBuilder.com October 2013 - January 2015
CareerBuilder.com May 2013 - October 2013
CareerBuilder.com November 2011 - May 2013
Regency Business Solutions August 2010 - October 2010
Morgan Stanley March 2010 - May 2010
PersonalizationMall.com May 2009 - June 2009
Skills
Internet Recruiting, Recruiting, Online Advertising, Social Media Marketing, Contract Negotiation, Leadership, Marketing, Sales, Cold Calling, Talent Management, Customer Service, Social Networking, Account Management, Strategy, Business Development, E-commerce, Salesforce.com, Talent Acquisition, Sourcing, Temporary Placement, Lead Generation, CRM, Time Management, Sales Process, Direct Sales, Customer Retention, B2B, Sales Management, Sales Presentations, Sales Operations, Building Relationships, Selling
Education
Loyola University of Chicago 2009 — 2011
BBA, Finance
Saint Louis University 2007 — 2009
Bachelor of Science, Business Administration; Finance
St. Ignatius College Prep 2003 — 2007
CareerBuilder.com April 2015 - Present
CareerBuilder.com January 2015 - March 2015
CareerBuilder.com October 2013 - January 2015
CareerBuilder.com May 2013 - October 2013
CareerBuilder.com November 2011 - May 2013
Regency Business Solutions August 2010 - October 2010
Morgan Stanley March 2010 - May 2010
PersonalizationMall.com May 2009 - June 2009
Skills
Internet Recruiting, Recruiting, Online Advertising, Social Media Marketing, Contract Negotiation, Leadership, Marketing, Sales, Cold Calling, Talent Management, Customer Service, Social Networking, Account Management, Strategy, Business Development, E-commerce, Salesforce.com, Talent Acquisition, Sourcing, Temporary Placement, Lead Generation, CRM, Time Management, Sales Process, Direct Sales, Customer Retention, B2B, Sales Management, Sales Presentations, Sales Operations, Building Relationships, Selling
Education
Loyola University of Chicago 2009 — 2011
BBA, Finance
Saint Louis University 2007 — 2009
Bachelor of Science, Business Administration; Finance
St. Ignatius College Prep 2003 — 2007
Evan Parry Evan Parry's Morgan Stanley Experience April 2013 - April 2014
Job .
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Morgan Stanley April 2013 - April 2014
AP Brokerage, LLC February 2009 - March 2013
Lanigan and Stack March 2004 - February 2009
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Charles Schwab April 2014 - Present
Morgan Stanley April 2013 - April 2014
AP Brokerage, LLC February 2009 - March 2013
Lanigan and Stack March 2004 - February 2009
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Dana Shepherd Dana Shepherd's Morgan Stanley Experience April 2012 - December 2012
Job Financial Analyst International Systems at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation December 2012 - Present
Morgan Stanley April 2012 - December 2012
Morgan Stanley September 2010 - April 2012
Morgan Stanley June 2008 - September 2010
Skills
Financial Analysis, Banking, Forecasting, Process Improvement, Time Management, Microsoft Excel, Microsoft Office, SAP, Finance, Analysis, Financial Risk, Cash Management, Accounting, Leadership, Strategic Planning, Risk Management, Financial Modeling, Strategic Financial..., Strategy, Financial Reporting, Corporate Finance, Variance Analysis, Valuation
Education
Loyola University Maryland 2009 — 2011
MBA, Finance
University of Maryland Baltimore County 2004 — 2008
BS, Financial Economics
Oakland Mills HS
Northrop Grumman Corporation December 2012 - Present
Morgan Stanley April 2012 - December 2012
Morgan Stanley September 2010 - April 2012
Morgan Stanley June 2008 - September 2010
Skills
Financial Analysis, Banking, Forecasting, Process Improvement, Time Management, Microsoft Excel, Microsoft Office, SAP, Finance, Analysis, Financial Risk, Cash Management, Accounting, Leadership, Strategic Planning, Risk Management, Financial Modeling, Strategic Financial..., Strategy, Financial Reporting, Corporate Finance, Variance Analysis, Valuation
Education
Loyola University Maryland 2009 — 2011
MBA, Finance
University of Maryland Baltimore County 2004 — 2008
BS, Financial Economics
Oakland Mills HS
V. John Threlkeld, CWS® V. John Threlkeld, CWS®'s Morgan Stanley Experience January 1998 - August 2002
Job Certified Wealth Strategist®, President & Founding Partner Advantage Wealth Advisors Alamo, CA
Industry Financial Services
Experience
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
Brian Popper Brian Popper's Morgan Stanley Experience April 2005 - May 2006
Job Director of Marketing at Veterinary CyberKnife Cancer Center
Industry Veterinary
Experience
Veterinary CyberKnife Cancer Center April 2014 - Present
Encore Medical International, Inc. March 2013 - Present
Claartje Eneterprises, Inc. June 2007 - March 2012
Morgan Stanley April 2005 - May 2006
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Veterinary CyberKnife Cancer Center April 2014 - Present
Encore Medical International, Inc. March 2013 - Present
Claartje Eneterprises, Inc. June 2007 - March 2012
Morgan Stanley April 2005 - May 2006
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Adam Angibeau Adam Angibeau's Morgan Stanley Experience June 2013 - March 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments March 2014 - May 2015
Morgan Stanley June 2013 - March 2014
Clean Guys Laundry March 2011 - March 2014
WPG FINANCIAL February 2013 - May 2013
Wasabi Ventures, LLC February 2013 - May 2013
Remax Sails, Inc. July 2012 - September 2012
Skills
Program Management, Microsoft Office, Entrepreneurship, Real Estate, Microsoft Excel, Access, QuickBooks, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Financial Modeling, Finance, Research, Portfolio Management, Bloomberg, Investments, Social Media, Corporate Finance, Equities, Market Research, Marketing Strategy, Social Media Marketing, Analysis, Accounting
Education
Loyola College in Maryland 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Monash University 2012 — 2012
Finance, General
Bryant College 2009 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Chase Collegiate School 1999 — 2009
Bachelor of Business Administration (BBA), Finance
Fidelity Investments May 2015 - Present
Fidelity Investments March 2014 - May 2015
Morgan Stanley June 2013 - March 2014
Clean Guys Laundry March 2011 - March 2014
WPG FINANCIAL February 2013 - May 2013
Wasabi Ventures, LLC February 2013 - May 2013
Remax Sails, Inc. July 2012 - September 2012
Skills
Program Management, Microsoft Office, Entrepreneurship, Real Estate, Microsoft Excel, Access, QuickBooks, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Financial Modeling, Finance, Research, Portfolio Management, Bloomberg, Investments, Social Media, Corporate Finance, Equities, Market Research, Marketing Strategy, Social Media Marketing, Analysis, Accounting
Education
Loyola College in Maryland 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Monash University 2012 — 2012
Finance, General
Bryant College 2009 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Chase Collegiate School 1999 — 2009
Bachelor of Business Administration (BBA), Finance
Kent Baler's Morgan Stanley Experience January 2014 - March 2014
Job Client Coordinator at deVere USA
Industry Financial Services
Experience
Morgan Stanley January 2014 - March 2014
Financial Concepts Unlimited, Inc. January 2013 - June 2013
Stanley Black & Decker , Inc. April 2012 - August 2012
Stanley Black & Decker , Inc. 2012 - 2012
Skills
MS Office Suite, Six Sigma, Hard Worker, Employee Loyalty, Singer/Songwriter, MBA, Team Leadership, Green Belt, Creative Writing, Acting, Writing Skills, Painter, Psychology, Sociology, History, Highly Adaptable, Public Speaking, Ethical Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Market Research, Microsoft Office, Community Outreach, Research, Financial Research, Financial Market..., Time Management, Strategic Planning, Adaptation, Marketing, Strategy
Education
Loyola College in Maryland 2011 — 2012
ELMBA (Emerging Leaders MBA), Leadership
Villanova University 2011 — 2011
Six Sigma Green Belt Certificate
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor of Arts (B.A.), History, Psychology
Morgan Stanley January 2014 - March 2014
Financial Concepts Unlimited, Inc. January 2013 - June 2013
Stanley Black & Decker , Inc. April 2012 - August 2012
Stanley Black & Decker , Inc. 2012 - 2012
Skills
MS Office Suite, Six Sigma, Hard Worker, Employee Loyalty, Singer/Songwriter, MBA, Team Leadership, Green Belt, Creative Writing, Acting, Writing Skills, Painter, Psychology, Sociology, History, Highly Adaptable, Public Speaking, Ethical Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Market Research, Microsoft Office, Community Outreach, Research, Financial Research, Financial Market..., Time Management, Strategic Planning, Adaptation, Marketing, Strategy
Education
Loyola College in Maryland 2011 — 2012
ELMBA (Emerging Leaders MBA), Leadership
Villanova University 2011 — 2011
Six Sigma Green Belt Certificate
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor of Arts (B.A.), History, Psychology
Jonathan Varenchik, CFP Jonathan Varenchik, CFP's Morgan Stanley Experience August 2001 - October 2012
Job Executive Director, Market Director at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2013 - Present
Fidelity Investments January 2013 - December 2013
Morgan Stanley August 2001 - October 2012
Skills
Certified Financial..., Series 7
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
Finance & Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 1998
Business - Finance
Chaminade College Prep. 1992 — 1996
JPMorgan Chase & Co. December 2013 - Present
Fidelity Investments January 2013 - December 2013
Morgan Stanley August 2001 - October 2012
Skills
Certified Financial..., Series 7
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
Finance & Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 1998
Business - Finance
Chaminade College Prep. 1992 — 1996
Leticia Lasso Leticia Lasso's Morgan Stanley Experience January 2011 - April 2011
Job Senior Consultant at LCL Enlightenment
Industry Professional Training & Coaching
Experience
LCL Enlightenment January 2002 - Present
LCL Enlightenment January 2002 - Present
Primerica, Inc January 2006 - September 2012
SunTrust Bank April 2011 - November 2011
Morgan Stanley January 2011 - April 2011
PNC Financial Services April 2010 - September 2010
Bank of the West June 2009 - February 2010
ECI/Accenture/Unilever 2009 - 2009
LaSalle ABN/AMRO Bank 2003 - 2005
Philips 1999 - 2002
Skills
Training Delivery, Talent Management, Leadership Development, Organizational..., Instructional Design, Coaching, Compliance Consulting, Strategic Consulting, Quality Assurance, CAPA, Auditing Standards, Project Management, Training Management, DDI Certified..., Performance Management, Program Management, Needs Analysis, Change Management, Training, Workshop Facilitation, CRM, Instructor-led Training, Performance Improvement, Organizational..., Executive Coaching, Management Development, Consulting, Succession Planning, Employee Engagement, Career Development
Education
Roosevelt University 2000 — 2002
Master's, Training and Development
Loyola University Chicago 1983 — 1987
B.A., Spanish Literature, Cummunications
LCL Enlightenment January 2002 - Present
LCL Enlightenment January 2002 - Present
Primerica, Inc January 2006 - September 2012
SunTrust Bank April 2011 - November 2011
Morgan Stanley January 2011 - April 2011
PNC Financial Services April 2010 - September 2010
Bank of the West June 2009 - February 2010
ECI/Accenture/Unilever 2009 - 2009
LaSalle ABN/AMRO Bank 2003 - 2005
Philips 1999 - 2002
Skills
Training Delivery, Talent Management, Leadership Development, Organizational..., Instructional Design, Coaching, Compliance Consulting, Strategic Consulting, Quality Assurance, CAPA, Auditing Standards, Project Management, Training Management, DDI Certified..., Performance Management, Program Management, Needs Analysis, Change Management, Training, Workshop Facilitation, CRM, Instructor-led Training, Performance Improvement, Organizational..., Executive Coaching, Management Development, Consulting, Succession Planning, Employee Engagement, Career Development
Education
Roosevelt University 2000 — 2002
Master's, Training and Development
Loyola University Chicago 1983 — 1987
B.A., Spanish Literature, Cummunications
Trish Flaherty, MSW, CADC Trish Flaherty, MSW, CADC's Morgan Stanley Experience 1988 - 2004
Job Addiction Counselor at Hazelden Betty Ford Foundation
Industry Mental Health Care
Experience
Hazelden Betty Ford Foundation August 2015 - Present
Hazelden Foundation 2011 - July 2015
Child, Adolescent & Family Recovery Center (CAFRC) May 2014 - April 2015
Chicago Children's Center for Behavioral Health January 2013 - September 2013
PEER Services 2011 - November 2012
Morgan Stanley 1988 - 2004
Skills
Group Dynamics, Group Therapy, Chemical Dependency, Mental Health, Psychology, Self-esteem, Addiction Recovery, Nonprofits, Social Services, Behavioral Health, Mental Health Counseling, Crisis Intervention, Family Therapy, Adolescents, Life Transitions, Psychotherapy, Anger Management, Program Development, Therapists, Psychiatry, Interventions, CBT, Motivational..., Young Adults, Individual Counselling, Mindfulness, Post Traumatic Stress
Education
Loyola University of Chicago 2012 — 2015
Master's Degree, Social Work
NLU 2011 — 2012
BA, Behavioral Science
Hazelden Betty Ford Foundation August 2015 - Present
Hazelden Foundation 2011 - July 2015
Child, Adolescent & Family Recovery Center (CAFRC) May 2014 - April 2015
Chicago Children's Center for Behavioral Health January 2013 - September 2013
PEER Services 2011 - November 2012
Morgan Stanley 1988 - 2004
Skills
Group Dynamics, Group Therapy, Chemical Dependency, Mental Health, Psychology, Self-esteem, Addiction Recovery, Nonprofits, Social Services, Behavioral Health, Mental Health Counseling, Crisis Intervention, Family Therapy, Adolescents, Life Transitions, Psychotherapy, Anger Management, Program Development, Therapists, Psychiatry, Interventions, CBT, Motivational..., Young Adults, Individual Counselling, Mindfulness, Post Traumatic Stress
Education
Loyola University of Chicago 2012 — 2015
Master's Degree, Social Work
NLU 2011 — 2012
BA, Behavioral Science
Jeff Petrusek Jeff Petrusek's Morgan Stanley Experience July 2007 - September 2009
Job Medical Student at Loyola University Stritch School of Medicine
Industry Hospital & Health Care
Experience
Morgan Stanley July 2007 - September 2009
Education
Loyola University Chicago Stritch School of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Loyola University of Chicago 2010 — 2012
Premedical Post Baccalaureate
Wesleyan University 2003 — 2007
B.A, Economics
Morgan Stanley July 2007 - September 2009
Education
Loyola University Chicago Stritch School of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Loyola University of Chicago 2010 — 2012
Premedical Post Baccalaureate
Wesleyan University 2003 — 2007
B.A, Economics
Karen Hinchley Perillo Karen Hinchley Perillo's Morgan Stanley Experience March 2011 - Present
Job CSA/Performance Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
St. Paul Financial Development (now Citizens Bank) 1997 - 2001
St. Andrew UMC 1997 - 1998
Investment Network, Inc.(now part of Citizens Bank) 1992 - 1995
First Colonial Bank (now U.S. Bank) 1988 - 1992
John Dawson and Associates Brokerage Services 1987 - 1988
Kemper Financial Services 1984 - 1987
Education
Loyola University Chicago
Bachelor’s Degree, Business Administration and Management
Morgan Stanley March 2011 - Present
St. Paul Financial Development (now Citizens Bank) 1997 - 2001
St. Andrew UMC 1997 - 1998
Investment Network, Inc.(now part of Citizens Bank) 1992 - 1995
First Colonial Bank (now U.S. Bank) 1988 - 1992
John Dawson and Associates Brokerage Services 1987 - 1988
Kemper Financial Services 1984 - 1987
Education
Loyola University Chicago
Bachelor’s Degree, Business Administration and Management
Anthony Bussanich's Morgan Stanley Experience September 2012 - May 2013
Job Finance Manager at American Express
Industry Financial Services
Experience
American Express August 2014 - Present
American Express June 2013 - August 2014
Morgan Stanley September 2012 - May 2013
JPMorganChase June 2010 - September 2012
Skills
Economics, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Value Creation, Monetary Economics, Competitive Analysis, Analytics, Financial Reporting, Travel Management, Strategic Leadership
Education
Loyola College in Maryland 2008 — 2012
BA, Economics
RIDGEWOOD HIGH SCHOOL 2004 — 2008
N/A, N/A
American Express August 2014 - Present
American Express June 2013 - August 2014
Morgan Stanley September 2012 - May 2013
JPMorganChase June 2010 - September 2012
Skills
Economics, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Value Creation, Monetary Economics, Competitive Analysis, Analytics, Financial Reporting, Travel Management, Strategic Leadership
Education
Loyola College in Maryland 2008 — 2012
BA, Economics
RIDGEWOOD HIGH SCHOOL 2004 — 2008
N/A, N/A
Corey Edgar's Morgan Stanley Experience September 2005 - June 2006
Job PricewaterhouseCoopers LLP Recruiter
Industry Accounting
Experience
PwC January 2011 - Present
Robert Half Finance & Accounting March 2010 - January 2011
HBK Capital Management January 2008 - December 2009
Delaware Bay Risk Solutions June 2006 - October 2007
Morgan Stanley September 2005 - June 2006
Skills
Recruiting, Trading Operations, Securities Lending, Credit Derivatives, Back Office, Fixed Income, Financial Services
Education
Loyola University Maryland 2000 — 2005
B.B.A., Finance
Don Bosco Preparatory 1997 — 2000
Jesuit College Preparatory 1996 — 1997
PwC January 2011 - Present
Robert Half Finance & Accounting March 2010 - January 2011
HBK Capital Management January 2008 - December 2009
Delaware Bay Risk Solutions June 2006 - October 2007
Morgan Stanley September 2005 - June 2006
Skills
Recruiting, Trading Operations, Securities Lending, Credit Derivatives, Back Office, Fixed Income, Financial Services
Education
Loyola University Maryland 2000 — 2005
B.B.A., Finance
Don Bosco Preparatory 1997 — 2000
Jesuit College Preparatory 1996 — 1997
Ryan Pike Ryan Pike's Morgan Stanley Experience March 2006 - March 2008
Job Senior Consultant at Infosys Consulting, Inc.
Industry Management Consulting
Experience
Infosys Consulting, Inc. July 2015 - Present
Fullscreen, Inc January 2015 - June 2015
Crackle September 2014 - December 2014
TrueCar, Inc. January 2014 - August 2014
Deloitte June 2010 - January 2014
Pilbara Group March 2008 - June 2010
Morgan Stanley March 2006 - March 2008
Skills
Financial Modeling, Management Consulting, Financial Analysis, Bloomberg, Business Analysis, Fixed Income, Equities, Risk Management, Valuation, Internal Controls, Strategic Planning, Due Diligence, Data Mining, Corporate Finance, Financial Reporting, Process Improvement, Program Management, Business Process..., Financial Services, Private Equity, Analysis, Mergers & Acquisitions, Analytics, Finance, Strategy, Financial Risk, Consulting, Business Process..., Business Strategy
Education
University of Southern California 2012 — 2015
Master of Business Administration (M.B.A.), Business Analytics, Data Sciences and Operations
Loyola University Maryland 2003 — 2007
BBA, Finance and Economics
Infosys Consulting, Inc. July 2015 - Present
Fullscreen, Inc January 2015 - June 2015
Crackle September 2014 - December 2014
TrueCar, Inc. January 2014 - August 2014
Deloitte June 2010 - January 2014
Pilbara Group March 2008 - June 2010
Morgan Stanley March 2006 - March 2008
Skills
Financial Modeling, Management Consulting, Financial Analysis, Bloomberg, Business Analysis, Fixed Income, Equities, Risk Management, Valuation, Internal Controls, Strategic Planning, Due Diligence, Data Mining, Corporate Finance, Financial Reporting, Process Improvement, Program Management, Business Process..., Financial Services, Private Equity, Analysis, Mergers & Acquisitions, Analytics, Finance, Strategy, Financial Risk, Consulting, Business Process..., Business Strategy
Education
University of Southern California 2012 — 2015
Master of Business Administration (M.B.A.), Business Analytics, Data Sciences and Operations
Loyola University Maryland 2003 — 2007
BBA, Finance and Economics
Kyle Webb Kyle Webb's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Maryland Department of Business & Economic Development August 2014 - January 2015
Medical Care Development, Inc. February 2014 - March 2014
Maine International Trade Center January 2014 - March 2014
Law Office of Cynthia Dresden May 2013 - September 2013
The Seadog Brewing Company 2009 - 2013
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Spanish, Political Science, Economics, Politics, SPSS, Market Research
Education
Loyola University Maryland 2011 — 2015
Bachelor of Arts (BA), Global Studies and Spanish
Universidad Alberto Hurtado
International Economics and International Relations
Universidad de Alcalá
Spanish
Morgan Stanley June 2015 - Present
Maryland Department of Business & Economic Development August 2014 - January 2015
Medical Care Development, Inc. February 2014 - March 2014
Maine International Trade Center January 2014 - March 2014
Law Office of Cynthia Dresden May 2013 - September 2013
The Seadog Brewing Company 2009 - 2013
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Spanish, Political Science, Economics, Politics, SPSS, Market Research
Education
Loyola University Maryland 2011 — 2015
Bachelor of Arts (BA), Global Studies and Spanish
Universidad Alberto Hurtado
International Economics and International Relations
Universidad de Alcalá
Spanish
Gabriela Sbarcea's Morgan Stanley Experience August 2013 - Present
Job Senior Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
State Street Corporation August 2011 - July 2013
Northern Trust July 2005 - July 2011
Andrew Corporation July 2004 - July 2005
Grant Thornton LLP September 2002 - June 2004
Skills
Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Internal Audit, SEC filings, Financial Modeling, GAAP, Financial Accounting, US GAAP, Fund Accounting, Sarbanes-Oxley, Due Diligence, Creative Writing, CPA, Enterprise Risk..., Financial Risk, Financial Statements, IFRS, SEC Filings
Education
Loyola University Chicago 1999 — 2003
BBA
Morgan Stanley August 2013 - Present
State Street Corporation August 2011 - July 2013
Northern Trust July 2005 - July 2011
Andrew Corporation July 2004 - July 2005
Grant Thornton LLP September 2002 - June 2004
Skills
Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Internal Audit, SEC filings, Financial Modeling, GAAP, Financial Accounting, US GAAP, Fund Accounting, Sarbanes-Oxley, Due Diligence, Creative Writing, CPA, Enterprise Risk..., Financial Risk, Financial Statements, IFRS, SEC Filings
Education
Loyola University Chicago 1999 — 2003
BBA
Arthur Crompton Arthur Crompton's Morgan Stanley Experience May 2010 - November 2011
Job Retirement Operations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2014 - Present
Source Intelligence February 2014 - May 2014
ManpowerGroup July 2013 - February 2014
Trucept, Inc. October 2012 - February 2013
Morgan Stanley May 2010 - November 2011
Bill Me Later, Inc., Paypal January 2009 - May 2010
Carney Electric, Inc. June 2003 - August 2008
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Data Management, Account Management, Microsoft Office, Public Speaking, Leadership, Customer Service, Salesforce.com, Research, Access, Program Management, Sales
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Calvert Hall College High School 1999 — 2003
Diploma
Commonwealth Financial Network May 2014 - Present
Source Intelligence February 2014 - May 2014
ManpowerGroup July 2013 - February 2014
Trucept, Inc. October 2012 - February 2013
Morgan Stanley May 2010 - November 2011
Bill Me Later, Inc., Paypal January 2009 - May 2010
Carney Electric, Inc. June 2003 - August 2008
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Data Management, Account Management, Microsoft Office, Public Speaking, Leadership, Customer Service, Salesforce.com, Research, Access, Program Management, Sales
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Calvert Hall College High School 1999 — 2003
Diploma
Neil Fisch, CFP Neil Fisch, CFP's Morgan Stanley Experience 1993 - 2001
Job Managing Partner at National Insurance Partners
Industry Financial Services
Experience
National Insurance Partners December 2014 - Present
Merrill Edge August 2013 - December 2014
Valic Financial Advisors October 2011 - August 2013
Kiwanis Club of Tempe 2009 - 2012
LPL Financial 2001 - April 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Morgan Stanley 1993 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management
Education
The American College 1998 — 2001
CFP, Financial Planning
Loyola Marymount University 1974 — 1975
Secondary Education
Swarthmore College 1968 — 1972
BA, English Literature
SHS
National Insurance Partners December 2014 - Present
Merrill Edge August 2013 - December 2014
Valic Financial Advisors October 2011 - August 2013
Kiwanis Club of Tempe 2009 - 2012
LPL Financial 2001 - April 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Morgan Stanley 1993 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management
Education
The American College 1998 — 2001
CFP, Financial Planning
Loyola Marymount University 1974 — 1975
Secondary Education
Swarthmore College 1968 — 1972
BA, English Literature
SHS
Laura Fanning's Morgan Stanley Experience 2012 - March 2014
Job Alliance Manager at Coveo
Industry Higher Education
Experience
Coveo April 2015 - Present
Apttus 2014 - 2015
Morgan Stanley 2012 - March 2014
Loyola University Chicago August 2008 - June 2013
Skills
Social Media, Microsoft Excel, Microsoft Office
Education
Loyola University of Chicago 2008 — 2012
Coveo April 2015 - Present
Apttus 2014 - 2015
Morgan Stanley 2012 - March 2014
Loyola University Chicago August 2008 - June 2013
Skills
Social Media, Microsoft Excel, Microsoft Office
Education
Loyola University of Chicago 2008 — 2012
Abigail Bullock's Morgan Stanley Experience June 2008 - May 2009
Job Consulting Manager at FactSet Research Systems
Industry Computer Software
Experience
FactSet Research Systems September 2012 - Present
FactSet Research Systems October 2011 - September 2012
FactSet Research Systems February 2010 - October 2011
Dewey & LeBoeuf LLP June 2009 - February 2010
Morgan Stanley June 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Account Management, Market Data, Data Analysis, Financial Modeling, Business Analysis
Education
Loyola College in Maryland 2004 — 2008
BS, Mathematical Sciences, Economics
FactSet Research Systems September 2012 - Present
FactSet Research Systems October 2011 - September 2012
FactSet Research Systems February 2010 - October 2011
Dewey & LeBoeuf LLP June 2009 - February 2010
Morgan Stanley June 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Account Management, Market Data, Data Analysis, Financial Modeling, Business Analysis
Education
Loyola College in Maryland 2004 — 2008
BS, Mathematical Sciences, Economics
Eileen Grogan's Morgan Stanley Experience July 2014 - January 2015
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley July 2014 - January 2015
Morgan Stanley, Lukas-Cohen group October 2012 - July 2014
Loyola University Chicago's Phonathon Annual Giving Fund October 2010 - May 2014
Skills
Communication, Social Media, Microsoft Office, Customer Service, Event Planning, Research, Microsoft Excel, PowerPoint, Social Networking
Education
Loyola University Chicago 2010 — 2014
Bachelor's degree, Communication, General
Downers Grove North Highschool 2006 — 2010
Morgan Stanley July 2014 - January 2015
Morgan Stanley, Lukas-Cohen group October 2012 - July 2014
Loyola University Chicago's Phonathon Annual Giving Fund October 2010 - May 2014
Skills
Communication, Social Media, Microsoft Office, Customer Service, Event Planning, Research, Microsoft Excel, PowerPoint, Social Networking
Education
Loyola University Chicago 2010 — 2014
Bachelor's degree, Communication, General
Downers Grove North Highschool 2006 — 2010
Chris Schutz Chris Schutz's Morgan Stanley Experience April 2010 - May 2011
Job Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC May 2015 - Present
T. Rowe Price August 2013 - April 2015
T. Rowe Price June 2011 - August 2013
Morgan Stanley April 2010 - May 2011
T. Rowe Price August 2007 - March 2010
Skills
Series 6, Series 7, Series 63, Investments, Asset Allocation, Fixed Income, Mutual Funds, Equity Research, Equity Trading, Defined Contribution, Derivatives, Options Strategies, Institutional Sales, Investment Advisory, Investment Research, Wholesale Operations, Microsoft Office, Asset Management, Equities, Finance, Financial Analysis, Financial Services, Portfolio Management
Education
Loyola College in Maryland 2011 — 2013
Master of Business Administration (MBA), Finance, Magna Cum Laude
Towson University 2003 — 2007
Bachelor of Science, Business Administration, Cum Laude
PNC May 2015 - Present
T. Rowe Price August 2013 - April 2015
T. Rowe Price June 2011 - August 2013
Morgan Stanley April 2010 - May 2011
T. Rowe Price August 2007 - March 2010
Skills
Series 6, Series 7, Series 63, Investments, Asset Allocation, Fixed Income, Mutual Funds, Equity Research, Equity Trading, Defined Contribution, Derivatives, Options Strategies, Institutional Sales, Investment Advisory, Investment Research, Wholesale Operations, Microsoft Office, Asset Management, Equities, Finance, Financial Analysis, Financial Services, Portfolio Management
Education
Loyola College in Maryland 2011 — 2013
Master of Business Administration (MBA), Finance, Magna Cum Laude
Towson University 2003 — 2007
Bachelor of Science, Business Administration, Cum Laude
Faisal Alothman Faisal Alothman's Morgan Stanley Experience October 2014 - January 2015
Job VP of Business Development/Executive Assistant at Living Well Family Office
Industry Financial Services
Experience
Living Well Family Office August 2015 - Present
Living Well Family Office January 2015 - Present
Morgan Stanley October 2014 - January 2015
EY July 2012 - August 2012
Skills
Access, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, XBRL, Creative Writing, Project Management, Communication, International..., Customer Service, Public Speaking, Teamwork, Event Planning, Social Media, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Science (MS), Finance, General, 3.70
Loyola Marymount University 2010 — 2014
B.S. in Accounting, Accounting, 3.58
Living Well Family Office August 2015 - Present
Living Well Family Office January 2015 - Present
Morgan Stanley October 2014 - January 2015
EY July 2012 - August 2012
Skills
Access, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, XBRL, Creative Writing, Project Management, Communication, International..., Customer Service, Public Speaking, Teamwork, Event Planning, Social Media, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Science (MS), Finance, General, 3.70
Loyola Marymount University 2010 — 2014
B.S. in Accounting, Accounting, 3.58
Christine Lanza's Morgan Stanley Experience August 2012 - August 2014
Job Senior Associate Financial Planning and Analysis at Sapient
Industry Financial Services
Experience
Sapient October 2014 - Present
Morgan Stanley August 2012 - August 2014
Morgan Stanley June 2011 - August 2012
Morgan Stanley June 2010 - August 2010
Skills
Analysis, Financial Analysis, Variance Analysis, Bloomberg Terminal, Microsoft Excel, Finance, Financial Modeling, Microsoft Office, PowerPoint, Management, Portfolio Management, Microsoft Word, Corporate Finance, Financial Reporting, Smartview
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Sapient October 2014 - Present
Morgan Stanley August 2012 - August 2014
Morgan Stanley June 2011 - August 2012
Morgan Stanley June 2010 - August 2010
Skills
Analysis, Financial Analysis, Variance Analysis, Bloomberg Terminal, Microsoft Excel, Finance, Financial Modeling, Microsoft Office, PowerPoint, Management, Portfolio Management, Microsoft Word, Corporate Finance, Financial Reporting, Smartview
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Zachary Schlesinger Zachary Schlesinger's Morgan Stanley Experience June 2012 - Present
Job Sales and Trading Associate Listed Derivatives at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Skills
Derivatives, Equity Derivatives, Valuation, PowerPoint, Portfolio Management, Microsoft Word, Financial Analysis, Economics, Trading, Fixed Income, Equities, Bloomberg, Investment Banking, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor’s Degree, Business Administration with Concentration in Finance, 3.97/4.0
Morgan Stanley June 2012 - Present
Skills
Derivatives, Equity Derivatives, Valuation, PowerPoint, Portfolio Management, Microsoft Word, Financial Analysis, Economics, Trading, Fixed Income, Equities, Bloomberg, Investment Banking, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor’s Degree, Business Administration with Concentration in Finance, 3.97/4.0
Conor Ward's Morgan Stanley Experience October 2014 - Present
Job Structured Product Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley August 2012 - September 2014
Morgan Stanley November 2009 - July 2012
Education
Loyola College in Maryland 2005 — 2009
BBA, Business, Marketing
University of Auckland 2008 — 2008
Business
Chaminade High School 2001 — 2005
Morgan Stanley October 2014 - Present
Morgan Stanley August 2012 - September 2014
Morgan Stanley November 2009 - July 2012
Education
Loyola College in Maryland 2005 — 2009
BBA, Business, Marketing
University of Auckland 2008 — 2008
Business
Chaminade High School 2001 — 2005
Amanda Sydor Amanda Sydor's Morgan Stanley Experience June 2005 - August 2005
Job Senior Events Manager at Hearsay Social
Industry Financial Services
Experience
Hearsay Social June 2014 - Present
Bitcoin Investment Trust October 2013 - May 2014
SecondMarket, Inc. January 2011 - October 2013
SecondMarket, Inc. June 2007 - December 2010
DTCC June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Strategic Partnerships, Social Media, Marketing, Social Media Marketing, Email Marketing, Event Management, Public Relations, Management, Event Planning, Public Speaking, Corporate Events, Budgets, Sponsorship, Digital Marketing
Education
Loyola University Maryland 2003 — 2007
B.B.A., Finance
Hearsay Social June 2014 - Present
Bitcoin Investment Trust October 2013 - May 2014
SecondMarket, Inc. January 2011 - October 2013
SecondMarket, Inc. June 2007 - December 2010
DTCC June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Strategic Partnerships, Social Media, Marketing, Social Media Marketing, Email Marketing, Event Management, Public Relations, Management, Event Planning, Public Speaking, Corporate Events, Budgets, Sponsorship, Digital Marketing
Education
Loyola University Maryland 2003 — 2007
B.B.A., Finance
Scott Keighley Scott Keighley's Morgan Stanley Experience March 2015 - Present
Job Finance Intern at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Hilton College of Business January 2013 - Present
LMU Aquatics Swim Camp June 2014 - August 2014
Skills
Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Presentations, Leadership, Research, Finance
Education
Loyola Marymount University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola Marymount University
Bachelor of Science, Finance
Morgan Stanley March 2015 - Present
Hilton College of Business January 2013 - Present
LMU Aquatics Swim Camp June 2014 - August 2014
Skills
Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Presentations, Leadership, Research, Finance
Education
Loyola Marymount University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola Marymount University
Bachelor of Science, Finance
William Mack William Mack's Morgan Stanley Experience 2000 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
Skills
Public Finance, Investment Banking, Bonds, Capital Markets, Fixed Income, Securitization, Financial Structuring, Securities, Derivatives, Project Finance, Equities, Structured Finance, Hedge Funds, Credit Analysis, Finance
Education
Loyola University Chicago School of Law 1996 — 1999
J.D., Law
University of St. Thomas 1987 — 1990
B.A., Math, Economics
Morgan Stanley 2000 - Present
Skills
Public Finance, Investment Banking, Bonds, Capital Markets, Fixed Income, Securitization, Financial Structuring, Securities, Derivatives, Project Finance, Equities, Structured Finance, Hedge Funds, Credit Analysis, Finance
Education
Loyola University Chicago School of Law 1996 — 1999
J.D., Law
University of St. Thomas 1987 — 1990
B.A., Math, Economics
Andrea Claricia's Morgan Stanley Experience March 2011 - March 2013
Job Senior Analyst
Industry Online Media
Experience
Millennial Media March 2013 - Present
Morgan Stanley March 2011 - March 2013
Wells Fargo 2010 - 2011
Lion Brothers 2009 - 2010
Skills
Superior written &..., Close Attention to..., Quick & Eager Learner, Written & Oral..., Excellent Customer..., Superior Work Ethic, Ability to multi-task..., Thinking Outside The Box, Raising the Bar, Highly Organized &..., Market Research, Financial Analysis, Banking, Microsoft Office, Finance, Microsoft Excel, Customer Service, Credit, Credit Analysis, Leadership, Loans, Marketing, On the Job Training, Project Management, Time Management, Training Leadership
Education
Loyola College in Maryland 2006 — 2010
B.B.A, Business Administration; Concentration in Marketing, Cum Laude (GPA: 3.7)
University of Auckland 2009 — 2009
Study Abroad
Millennial Media March 2013 - Present
Morgan Stanley March 2011 - March 2013
Wells Fargo 2010 - 2011
Lion Brothers 2009 - 2010
Skills
Superior written &..., Close Attention to..., Quick & Eager Learner, Written & Oral..., Excellent Customer..., Superior Work Ethic, Ability to multi-task..., Thinking Outside The Box, Raising the Bar, Highly Organized &..., Market Research, Financial Analysis, Banking, Microsoft Office, Finance, Microsoft Excel, Customer Service, Credit, Credit Analysis, Leadership, Loans, Marketing, On the Job Training, Project Management, Time Management, Training Leadership
Education
Loyola College in Maryland 2006 — 2010
B.B.A, Business Administration; Concentration in Marketing, Cum Laude (GPA: 3.7)
University of Auckland 2009 — 2009
Study Abroad
Brian Faracy's Morgan Stanley Experience March 1993 - May 2002
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Wells Fargo Advisors January 2006 - April 2011
Raymond James Financial Inc. May 2002 - January 2006
Morgan Stanley March 1993 - May 2002
Radio Advertising Sales and Management April 1980 - January 1993
Us-99 Radio Chicago 1981 - 1983
Education
Loyola University of Chicago 1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
elk grove High 1965 — 1969
College Prep.
Ameriprise Financial Services, Inc. May 2011 - Present
Wells Fargo Advisors January 2006 - April 2011
Raymond James Financial Inc. May 2002 - January 2006
Morgan Stanley March 1993 - May 2002
Radio Advertising Sales and Management April 1980 - January 1993
Us-99 Radio Chicago 1981 - 1983
Education
Loyola University of Chicago 1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
elk grove High 1965 — 1969
College Prep.
Chas Miller Chas Miller's Morgan Stanley Experience February 2009 - April 2013
Job Investment Professional at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Morgan Stanley February 2009 - April 2013
Skills
Options, Business Analysis, Financial Modeling
Education
University of Connecticut-Stamford 2011 — 2013
MBA, Finance
Loyola College in Maryland 2003 — 2007
BA, History
JPMorgan Chase May 2013 - Present
Morgan Stanley February 2009 - April 2013
Skills
Options, Business Analysis, Financial Modeling
Education
University of Connecticut-Stamford 2011 — 2013
MBA, Finance
Loyola College in Maryland 2003 — 2007
BA, History
Alexa Gagliardi Alexa Gagliardi's Morgan Stanley Experience June 2014 - Present
Job OTC Equity Derivative Settlements, Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
T. Rowe Price June 2013 - May 2014
Morgan Stanley March 2012 - June 2013
Morgan Stanley June 2010 - March 2012
Taipan Publishing Group September 2009 - November 2009
Atlantic Theater Company June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office..., Microsoft Word, Markitwire, DTCC, Derivative Operations, Interest Rate..., Credit Derivatives, Equity Derivatives, Hedge Funds, Equities, Fixed Income
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration, Finance
HES School of Economics and Business 2008 — 2008
Morgan Stanley June 2014 - Present
T. Rowe Price June 2013 - May 2014
Morgan Stanley March 2012 - June 2013
Morgan Stanley June 2010 - March 2012
Taipan Publishing Group September 2009 - November 2009
Atlantic Theater Company June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office..., Microsoft Word, Markitwire, DTCC, Derivative Operations, Interest Rate..., Credit Derivatives, Equity Derivatives, Hedge Funds, Equities, Fixed Income
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration, Finance
HES School of Economics and Business 2008 — 2008
Kelley McCormack Kelley McCormack's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Skills
PowerPoint, Microsoft Excel, Event Planning, Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling, Event Management, Valuation, Corporate Finance, Financial Reporting, Business Analysis, Auditing, CRM, Financial Services, Strategy, Management, Portfolio Management, Derivatives
Education
Loyola College in Maryland 2005 — 2009
Bachelor of Business Administration (BBA)
Valhalla High School 2001 — 2005
Advanced Regents Diploma
Morgan Stanley May 2014 - Present
Skills
PowerPoint, Microsoft Excel, Event Planning, Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling, Event Management, Valuation, Corporate Finance, Financial Reporting, Business Analysis, Auditing, CRM, Financial Services, Strategy, Management, Portfolio Management, Derivatives
Education
Loyola College in Maryland 2005 — 2009
Bachelor of Business Administration (BBA)
Valhalla High School 2001 — 2005
Advanced Regents Diploma
Brendan Litavis Brendan Litavis's Morgan Stanley Experience June 2012 - August 2012
Job Marketing Development Program at EMC
Industry Higher Education
Experience
EMC January 2015 - Present
Loyola Marketing Association April 2013 - Present
EMC May 2014 - August 2014
EMC May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Dick Bliss Basketball Camp July 2009 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Facebook, Public Speaking, Social Networking, Access, Teamwork, Marketing, Prezi, Qualtrics
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Danish Institute for Study Abroad 2013 — 2014
EMC January 2015 - Present
Loyola Marketing Association April 2013 - Present
EMC May 2014 - August 2014
EMC May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Dick Bliss Basketball Camp July 2009 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Facebook, Public Speaking, Social Networking, Access, Teamwork, Marketing, Prezi, Qualtrics
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Danish Institute for Study Abroad 2013 — 2014
Neal Jakubowicz Neal Jakubowicz's Morgan Stanley Experience November 2010 - September 2011
Job Senior Securities Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Morgan Stanley November 2010 - September 2011
Travel Advantage Network June 2010 - August 2010
Asset Management Concepts July 2009 - August 2009
Skills
Accounting, Financial Analysis, Access, Process Improvement, Auditing, Financial Reporting, Business Process, Securities, Management, Microsoft Excel, CRM, Account Reconciliation, Financial Services, Finance, Investments, Financial Modeling
Education
Loyola College in Maryland 2006 — 2010
Masters in Business Administration, Finance
Ner Israel Rabbinical College
Bachelor of Arts (B.A.)
Wells Fargo January 2012 - Present
Morgan Stanley November 2010 - September 2011
Travel Advantage Network June 2010 - August 2010
Asset Management Concepts July 2009 - August 2009
Skills
Accounting, Financial Analysis, Access, Process Improvement, Auditing, Financial Reporting, Business Process, Securities, Management, Microsoft Excel, CRM, Account Reconciliation, Financial Services, Finance, Investments, Financial Modeling
Education
Loyola College in Maryland 2006 — 2010
Masters in Business Administration, Finance
Ner Israel Rabbinical College
Bachelor of Arts (B.A.)
Katie Barr's Morgan Stanley Experience 2004 - 2004
Job Manager, Business Development at Kroll Ontrack
Industry Legal Services
Experience
Kroll Ontrack June 2013 - Present
Iris Data Services August 2011 - June 2013
Iris Data Services July 2009 - August 2011
Kroll Ontrack July 2006 - June 2009
Kroll Ontrack May 2006 - July 2006
Loyola University Chicago September 2002 - May 2006
Morgan Stanley 2004 - 2004
Skills
Litigation Support, Legal Assistance, Document Review, Document Management, Computer Forensics, Litigation, Legal Research, Solution Selling, Training, Business Development, Trials, Intellectual Property, Consulting, Legal Writing, Contract Negotiation, Salesforce.com, Professional Services, Commercial Litigation, SaaS, Records Management, Cold Calling, Corporate Law, Licensing, Westlaw, ESI, Civil Litigation, Selling, Sales
Education
Loyola University of Chicago 2002 — 2006
BBA, Marketing
Mt Lebanon High School
Kroll Ontrack June 2013 - Present
Iris Data Services August 2011 - June 2013
Iris Data Services July 2009 - August 2011
Kroll Ontrack July 2006 - June 2009
Kroll Ontrack May 2006 - July 2006
Loyola University Chicago September 2002 - May 2006
Morgan Stanley 2004 - 2004
Skills
Litigation Support, Legal Assistance, Document Review, Document Management, Computer Forensics, Litigation, Legal Research, Solution Selling, Training, Business Development, Trials, Intellectual Property, Consulting, Legal Writing, Contract Negotiation, Salesforce.com, Professional Services, Commercial Litigation, SaaS, Records Management, Cold Calling, Corporate Law, Licensing, Westlaw, ESI, Civil Litigation, Selling, Sales
Education
Loyola University of Chicago 2002 — 2006
BBA, Marketing
Mt Lebanon High School
Akinyemi Akiwowo Akinyemi Akiwowo's Morgan Stanley Experience July 2015 - Present
Job Vice President, Morgan Stanley Legal and Compliance
Industry Law Practice
Experience
Morgan Stanley July 2015 - Present
Financial Industry Regulatory Authority October 2012 - July 2015
Genova Burns Giantomasi & Webster July 2010 - September 2012
Coughlin Duffy January 2007 - July 2010
Union County Prosecutor's Office August 2005 - January 2007
Skills
Securities Act of 1933;..., AML, Commercial Litigation, Government, Litigation, Securities Regulation, Criminal Law, Appeals, Legal Research, Management, Civil Litigation, Legal Writing, FINRA, Private Investigations
Education
Seton Hall University School of Law 2002 — 2005
Juris Doctor, Law
Loyola University Maryland 1998 — 2002
B.A.
Seton Hall Prepatory School 1994 — 1998
High School Diploma
Morgan Stanley July 2015 - Present
Financial Industry Regulatory Authority October 2012 - July 2015
Genova Burns Giantomasi & Webster July 2010 - September 2012
Coughlin Duffy January 2007 - July 2010
Union County Prosecutor's Office August 2005 - January 2007
Skills
Securities Act of 1933;..., AML, Commercial Litigation, Government, Litigation, Securities Regulation, Criminal Law, Appeals, Legal Research, Management, Civil Litigation, Legal Writing, FINRA, Private Investigations
Education
Seton Hall University School of Law 2002 — 2005
Juris Doctor, Law
Loyola University Maryland 1998 — 2002
B.A.
Seton Hall Prepatory School 1994 — 1998
High School Diploma
Connor Pietrak Connor Pietrak's Morgan Stanley Experience May 2015 - Present
Job Intern at Athlete Network
Industry
Experience
Athlete Network August 2015 - Present
Morgan Stanley May 2015 - Present
Loyola University Maryland 2012 - Present
Search Consultants International, Inc. January 2015 - February 2015
UPS December 2014 - January 2015
Yardley Makefield Tennis June 2012 - August 2013
Calle Financial Network LLC May 2011 - August 2011
Skills
Customer Service, English, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Research, Data Analysis, Public Speaking, Social Media, Leadership, Social Networking, Teamwork, Time Management
Education
Loyola University Maryland 2012 — 2016
International Business and Finance, 3.7
University of Auckland 2014 — 2015
Athlete Network August 2015 - Present
Morgan Stanley May 2015 - Present
Loyola University Maryland 2012 - Present
Search Consultants International, Inc. January 2015 - February 2015
UPS December 2014 - January 2015
Yardley Makefield Tennis June 2012 - August 2013
Calle Financial Network LLC May 2011 - August 2011
Skills
Customer Service, English, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Research, Data Analysis, Public Speaking, Social Media, Leadership, Social Networking, Teamwork, Time Management
Education
Loyola University Maryland 2012 — 2016
International Business and Finance, 3.7
University of Auckland 2014 — 2015
Brian Tempesta Brian Tempesta's Morgan Stanley Experience April 2013 - October 2013
Job Analyst at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners February 2014 - February 2015
Morgan Stanley April 2013 - October 2013
Morgan Stanley October 2012 - March 2013
Brown Advisory February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Bloomberg Terminal, ICE: Intercontinental..., Trading, Analysis, Investments, Portfolio Management, Social Media, Bloomberg, Financial Analysis
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Garden City High School 2004 — 2008
BNP Paribas Investment Partners February 2014 - February 2015
Morgan Stanley April 2013 - October 2013
Morgan Stanley October 2012 - March 2013
Brown Advisory February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Bloomberg Terminal, ICE: Intercontinental..., Trading, Analysis, Investments, Portfolio Management, Social Media, Bloomberg, Financial Analysis
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Garden City High School 2004 — 2008
Matthew Sherwood Matthew Sherwood's Morgan Stanley Experience January 2010 - June 2014
Job Senior Vice President Municipal Funding at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial April 2015 - Present
Mesirow Financial July 2014 - April 2015
Morgan Stanley January 2010 - June 2014
Morgan Stanley September 2006 - January 2010
Morgan Stanley March 2002 - September 2006
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Fixed Income, Funding, Tender Option Bonds, Municipal
Education
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Manhasset High School
Mesirow Financial April 2015 - Present
Mesirow Financial July 2014 - April 2015
Morgan Stanley January 2010 - June 2014
Morgan Stanley September 2006 - January 2010
Morgan Stanley March 2002 - September 2006
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Fixed Income, Funding, Tender Option Bonds, Municipal
Education
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Manhasset High School
Brian Checchio Brian Checchio's Morgan Stanley Experience June 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley May 2013 - December 2013
Morgan Stanley June 2011 - May 2013
Loyola University Maryland September 2010 - May 2011
A People United LLC May 2010 - August 2010
Skills
Spanish, Interest Rate..., Credit Derivatives, Operational Risk, Client Service, CDS, Data Analysis, Financial Analysis, IRS, Leadership, Nonprofits, Settlement, Teaching, Bloomberg, Management, Risk Management
Education
Loyola University Maryland 2007 — 2011
BBA, Finance and Spanish
Universidad de Alcalá 2009 — 2009
Spanish
Westfield High School
Westfield High School
Morgan Stanley June 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley May 2013 - December 2013
Morgan Stanley June 2011 - May 2013
Loyola University Maryland September 2010 - May 2011
A People United LLC May 2010 - August 2010
Skills
Spanish, Interest Rate..., Credit Derivatives, Operational Risk, Client Service, CDS, Data Analysis, Financial Analysis, IRS, Leadership, Nonprofits, Settlement, Teaching, Bloomberg, Management, Risk Management
Education
Loyola University Maryland 2007 — 2011
BBA, Finance and Spanish
Universidad de Alcalá 2009 — 2009
Spanish
Westfield High School
Westfield High School
M. Jo Malins M. Jo Malins's Morgan Stanley Experience May 2009 - April 2010
Job Subject Matter Expert for Reg Y reporting to the Federal Reserve and Reg W compliance
Industry Banking
Experience
Morgan Stanley May 2009 - April 2010
MetLife March 2008 - September 2008
Citigroup Inc. October 1992 - November 2006
Federal Reserve Bank of San Francisco June 1980 - October 1992
Education
San Francisco State University 1978 — 1980
MBA, Finance
Loyola University Chicago 1967 — 1971
BA, American Studies
Morgan Stanley May 2009 - April 2010
MetLife March 2008 - September 2008
Citigroup Inc. October 1992 - November 2006
Federal Reserve Bank of San Francisco June 1980 - October 1992
Education
San Francisco State University 1978 — 1980
MBA, Finance
Loyola University Chicago 1967 — 1971
BA, American Studies
Colin Boyan Colin Boyan's Morgan Stanley Experience January 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley July 2010 - December 2012
Education
Loyola University Maryland 2007 — 2010
Morgan Stanley January 2013 - Present
Morgan Stanley July 2010 - December 2012
Education
Loyola University Maryland 2007 — 2010
Robert Smith MBA CFP® Robert Smith MBA CFP®'s Morgan Stanley Experience 2001 - 2003
Job Wealth Management for Executives & Directors
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC 2006 - Present
A.G. Edwards 2003 - 2006
Morgan Stanley 2001 - 2003
UBS 1999 - 2001
MC 100, Inc. 1992 - 1999
Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management
Education
Loyola College in Maryland 1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 1974 — 1977
Bachelor's Degree, Business Administration (Management)
Raymond James Financial Services, Inc. Member FINRA/SIPC 2006 - Present
A.G. Edwards 2003 - 2006
Morgan Stanley 2001 - 2003
UBS 1999 - 2001
MC 100, Inc. 1992 - 1999
Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management
Education
Loyola College in Maryland 1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 1974 — 1977
Bachelor's Degree, Business Administration (Management)
Kevin Blaney's Morgan Stanley Experience 2006 - 2009
Job Sr. Financial Productivity Analyst at WR Grace
Industry Financial Services
Experience
WR Grace 2009 - Present
Morgan Stanley 2006 - 2009
JP Morgan Chase 2005 - 2006
Skills
SAP BPC, SAP BW, BlackLine, Windows Sharepoint..., Microsoft Office, Systems Administrator, Financial Analysis, Financial Reporting, Financial Accounting, Financial Planning, Internal Controls, Cost Center Management, General Ledger..., Profit Center Management, Expense Management, Expense Allocation, Cost Allocation, SAP MDM, Master Data Management, Data Governance, GoToMeeting, Outlook, Lean Six Sigma, Process Improvement, Internal Audit, Risk Management, SAP, Variance Analysis, Strategic Planning, Management, Customer Service, Mergers & Acquisitions, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, Wealth Management, Analysis, New Business Development, Forecasting, Finance, Financial Risk, Strategic Financial..., Accounting, Financial Services, Mergers, Valuation
Education
Towson University 2008 — 2009
MBA, Management
University of Baltimore 2008 — 2009
MBA, Management
Loyola College in Maryland 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Monash University 2004 — 2004
Bachelors, International Business, History, Ethics, Sociology
WR Grace 2009 - Present
Morgan Stanley 2006 - 2009
JP Morgan Chase 2005 - 2006
Skills
SAP BPC, SAP BW, BlackLine, Windows Sharepoint..., Microsoft Office, Systems Administrator, Financial Analysis, Financial Reporting, Financial Accounting, Financial Planning, Internal Controls, Cost Center Management, General Ledger..., Profit Center Management, Expense Management, Expense Allocation, Cost Allocation, SAP MDM, Master Data Management, Data Governance, GoToMeeting, Outlook, Lean Six Sigma, Process Improvement, Internal Audit, Risk Management, SAP, Variance Analysis, Strategic Planning, Management, Customer Service, Mergers & Acquisitions, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, Wealth Management, Analysis, New Business Development, Forecasting, Finance, Financial Risk, Strategic Financial..., Accounting, Financial Services, Mergers, Valuation
Education
Towson University 2008 — 2009
MBA, Management
University of Baltimore 2008 — 2009
MBA, Management
Loyola College in Maryland 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Monash University 2004 — 2004
Bachelors, International Business, History, Ethics, Sociology
David Matthews CFP®, AIF®'s Morgan Stanley Experience September 2001 - August 2005
Job Certified Financial Planner™ at Fusco Financial Associates, Inc., 505 Baltimore Ave, Towson, MD 21214 (410)2965400
Industry Financial Services
Experience
Fusco Financial Associates, Inc. March 2007 - Present
LPL Financial December 2005 - November 2012
Morgan Stanley September 2001 - August 2005
Skills
Investments, Financial Planning, Series 7, Investment Management, Securities, Financial Advisory, Uniform Combined State..., Finance, FINRA, Nonprofits, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investment Strategies, Certified Financial..., Series 63, Asset Management, Financial Services
Education
Loyola College in Maryland 1987 — 1988
Engineering
Fusco Financial Associates, Inc. March 2007 - Present
LPL Financial December 2005 - November 2012
Morgan Stanley September 2001 - August 2005
Skills
Investments, Financial Planning, Series 7, Investment Management, Securities, Financial Advisory, Uniform Combined State..., Finance, FINRA, Nonprofits, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investment Strategies, Certified Financial..., Series 63, Asset Management, Financial Services
Education
Loyola College in Maryland 1987 — 1988
Engineering
Brendan McGinn Brendan McGinn's Morgan Stanley Experience January 2010 - April 2012
Job Manager, Display Strategy at WebbMason
Industry Marketing and Advertising
Experience
Millennial Media November 2014 - June 2015
Millennial Media April 2012 - November 2014
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2007 - January 2010
T. Rowe Price March 2006 - September 2007
T. Rowe Price February 2004 - March 2006
Education
Loyola College in Maryland 1999 — 2003
Bachelors
Abington Senior High School 1995 — 1999
High School
Millennial Media November 2014 - June 2015
Millennial Media April 2012 - November 2014
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2007 - January 2010
T. Rowe Price March 2006 - September 2007
T. Rowe Price February 2004 - March 2006
Education
Loyola College in Maryland 1999 — 2003
Bachelors
Abington Senior High School 1995 — 1999
High School
Andres Guzman Andres Guzman's Morgan Stanley Experience 2013 - 2014
Job Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Morgan Stanley 2013 - 2014
Madison Street Capital 2010 - 2013
Houlihan Smith and Co., Inc. 2009 - 2010
Macey Chern & Diab / Macey & Chern 2003 - 2009
The Office of the United Nations High Commissioner for Refugees (UNHCR) 2000 - 2001
Skills
Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Wealth Management, Financial Planning, Turnaround Experience, Bankruptcy, Investment Advisory
Education
University of California, Los Angeles 2014 — 2015
Certificate in Personal Financial Planning
The University of Chicago 2007 — 2008
Certificate in Financial Decision Making
Loyola University Chicago 1998 — 2002
Bachelor of Arts (BA), Economics & Philosophy
Syracuse University in Madrid / International Institute of Madrid 2000 — 2001
Visiting Student
US Naval Academy Preparatory School 1997 — 1998
Charles Schwab September 2014 - Present
Morgan Stanley 2013 - 2014
Madison Street Capital 2010 - 2013
Houlihan Smith and Co., Inc. 2009 - 2010
Macey Chern & Diab / Macey & Chern 2003 - 2009
The Office of the United Nations High Commissioner for Refugees (UNHCR) 2000 - 2001
Skills
Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Wealth Management, Financial Planning, Turnaround Experience, Bankruptcy, Investment Advisory
Education
University of California, Los Angeles 2014 — 2015
Certificate in Personal Financial Planning
The University of Chicago 2007 — 2008
Certificate in Financial Decision Making
Loyola University Chicago 1998 — 2002
Bachelor of Arts (BA), Economics & Philosophy
Syracuse University in Madrid / International Institute of Madrid 2000 — 2001
Visiting Student
US Naval Academy Preparatory School 1997 — 1998
Danielle Saitta Danielle Saitta's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
PwC June 2014 - August 2014
Zito Partners July 2013 - August 2013
Hamptons Free Ride May 2013 - August 2013
Loyola University Maryland December 2012 - May 2013
Hamilton Farm Golf Club May 2012 - August 2012
Sand Dollar Development Coorporation 2008 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Finance, Facebook, Operations Management, Financial Analysis, Teamwork, Economics, Social Media, Management, English, Data Analysis, Accounting
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance
St John's University, Rome 2013 — 2013
Voorhees High School 2008 — 2011
Morgan Stanley June 2015 - Present
PwC June 2014 - August 2014
Zito Partners July 2013 - August 2013
Hamptons Free Ride May 2013 - August 2013
Loyola University Maryland December 2012 - May 2013
Hamilton Farm Golf Club May 2012 - August 2012
Sand Dollar Development Coorporation 2008 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Finance, Facebook, Operations Management, Financial Analysis, Teamwork, Economics, Social Media, Management, English, Data Analysis, Accounting
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Finance
St John's University, Rome 2013 — 2013
Voorhees High School 2008 — 2011
Paul Altomonte's Morgan Stanley Experience 1993 - 1995
Job
Industry Information Technology and Services
Experience
Credit Suisse July 2010 - Present
Univision January 2009 - July 2010
Lehman Brothers October 2003 - October 2008
Comedy Central May 2002 - June 2003
ProcurEase LLC May 2000 - April 2002
Discovery Communications, Inc 1995 - 2000
Morgan Stanley 1993 - 1995
USF&G 1990 - 1993
Skills
Derivatives, Fixed Income, Budget, Team Management, Business Analysis, Ad Sales, Media, Reference Data, Trading Systems, Project Management, IT Strategy, IT Management, Foreign Exchange, CRM, Requirements Analysis, FX Options, Advertising Sales, Budgets, Risk Management
Education
Loyola College in Maryland
MBA
Loyola College in Maryland
BBA
Credit Suisse July 2010 - Present
Univision January 2009 - July 2010
Lehman Brothers October 2003 - October 2008
Comedy Central May 2002 - June 2003
ProcurEase LLC May 2000 - April 2002
Discovery Communications, Inc 1995 - 2000
Morgan Stanley 1993 - 1995
USF&G 1990 - 1993
Skills
Derivatives, Fixed Income, Budget, Team Management, Business Analysis, Ad Sales, Media, Reference Data, Trading Systems, Project Management, IT Strategy, IT Management, Foreign Exchange, CRM, Requirements Analysis, FX Options, Advertising Sales, Budgets, Risk Management
Education
Loyola College in Maryland
MBA
Loyola College in Maryland
BBA
Christopher Nield's Morgan Stanley Experience 2006 - 2010
Job Executive Director, Private Banker at JP Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
Morgan Stanley 2006 - 2010
Navistar 1999 - 2006
The Boeing Company 1996 - 1999
Skills
Portfolio Management, Investments, Strategic Financial..., Alternative Investments, Asset Managment, Series 7, Wealth Management, Financial Modeling, Financial Analysis, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Mutual Funds, Investment Management, Investment Advisory, Capital Markets, Securities, Risk Management
Education
Loyola University Chicago 2002 — 2004
MBA, Finance
Central Washington University 1991 — 1995
BA, Law
JP Morgan 2010 - Present
Morgan Stanley 2006 - 2010
Navistar 1999 - 2006
The Boeing Company 1996 - 1999
Skills
Portfolio Management, Investments, Strategic Financial..., Alternative Investments, Asset Managment, Series 7, Wealth Management, Financial Modeling, Financial Analysis, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Mutual Funds, Investment Management, Investment Advisory, Capital Markets, Securities, Risk Management
Education
Loyola University Chicago 2002 — 2004
MBA, Finance
Central Washington University 1991 — 1995
BA, Law
Peter Schallmoser, C(k)P's Morgan Stanley Experience October 1997 - June 2001
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2001 - Present
Morgan Stanley October 1997 - June 2001
Skills
Retirement, Wealth Management, Financial Planning, Alternative Investments, 401(k) management, Corporate Finance, Cash Management
Education
UCLA Anderson School of Management
Certified 401(k) Professional
Penn State University 1995 — 1997
M.A., Political Science
Loyola University Chicago 1991 — 1995
B.S.
Norte Dame High School
Merrill Lynch June 2001 - Present
Morgan Stanley October 1997 - June 2001
Skills
Retirement, Wealth Management, Financial Planning, Alternative Investments, 401(k) management, Corporate Finance, Cash Management
Education
UCLA Anderson School of Management
Certified 401(k) Professional
Penn State University 1995 — 1997
M.A., Political Science
Loyola University Chicago 1991 — 1995
B.S.
Norte Dame High School
Anne (Comey) Nunan's Morgan Stanley Experience 2008 - 2010
Job HR Manager at Income Discovery
Industry Financial Services
Experience
Income Discovery October 2014 - Present
Morgan Stanley 2008 - 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 1998 - 2006
Morgan Stanley 1993 - 1998
Skills
Talent Management, Succession Planning, Onboarding, Employee Relations, Talent Acquisition, Performance Management, HRIS, Employee Engagement, Human Resources, Organizational...
Education
Loyola University Maryland 1989 — 1993
Bachelor’s Degree, Political Science
Income Discovery October 2014 - Present
Morgan Stanley 2008 - 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 1998 - 2006
Morgan Stanley 1993 - 1998
Skills
Talent Management, Succession Planning, Onboarding, Employee Relations, Talent Acquisition, Performance Management, HRIS, Employee Engagement, Human Resources, Organizational...
Education
Loyola University Maryland 1989 — 1993
Bachelor’s Degree, Political Science
Andrew DiCostanzo's Morgan Stanley Experience June 2005 - April 2012
Job Vice President at Credit Suisse Treasury Liquidity Planning
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Morgan Stanley Fund Services April 2012 - January 2015
Morgan Stanley June 2005 - April 2012
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Asset Management, Cash Management, Treasury, Liquidity Management, Liquidity Analysis
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse January 2015 - Present
Morgan Stanley Fund Services April 2012 - January 2015
Morgan Stanley June 2005 - April 2012
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Asset Management, Cash Management, Treasury, Liquidity Management, Liquidity Analysis
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jerome Austriaco's Morgan Stanley Experience September 2006 - January 2009
Job General Dentist MultiPractice Owner at Aspen Dental
Industry Medical Practice
Experience
Aspen Dental December 2011 - Present
Palatine Complete Dental August 2005 - March 2013
Principal Financial Group January 2009 - October 2012
ClearChoice Dental Implant Centers September 2011 - January 2012
Morgan Stanley September 2006 - January 2009
UBS August 2005 - September 2006
Dental Care Professionals, Ltd. October 1988 - August 2005
Skills
Dentistry, Healthcare, Leadership, Team Building, Business Strategy, Practice Management, Strategic Planning, Healthcare Management, Marketing, Public Speaking, Entrepreneurship, Cross-functional Team..., Strategy, Management, Finance, Hospitals, Training, Leadership Development
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Chicago 1984 — 1988
DDS
Loyola University of Chicago 1980 — 1984
Bachelor's Degree
Downers Grove North High School 1976 — 1980
Diploma
Aspen Dental December 2011 - Present
Palatine Complete Dental August 2005 - March 2013
Principal Financial Group January 2009 - October 2012
ClearChoice Dental Implant Centers September 2011 - January 2012
Morgan Stanley September 2006 - January 2009
UBS August 2005 - September 2006
Dental Care Professionals, Ltd. October 1988 - August 2005
Skills
Dentistry, Healthcare, Leadership, Team Building, Business Strategy, Practice Management, Strategic Planning, Healthcare Management, Marketing, Public Speaking, Entrepreneurship, Cross-functional Team..., Strategy, Management, Finance, Hospitals, Training, Leadership Development
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Chicago 1984 — 1988
DDS
Loyola University of Chicago 1980 — 1984
Bachelor's Degree
Downers Grove North High School 1976 — 1980
Diploma
Derek McCool's Morgan Stanley Experience March 2004 - July 2007
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan Private Bank August 2007 - Present
Morgan Stanley March 2004 - July 2007
Merrill Lynch Business Financial Services January 1991 - December 2003
First Chicago December 1989 - January 1991
Skills
Portfolio Management, Capital Markets, Wealth Management, Finance, Credit, Sales, Equities, Series 7
Education
Loyola University Chicago 1990 — 1993
MBA, Accounting
University of Iowa 1984 — 1988
BBA, Finance
JP Morgan Private Bank August 2007 - Present
Morgan Stanley March 2004 - July 2007
Merrill Lynch Business Financial Services January 1991 - December 2003
First Chicago December 1989 - January 1991
Skills
Portfolio Management, Capital Markets, Wealth Management, Finance, Credit, Sales, Equities, Series 7
Education
Loyola University Chicago 1990 — 1993
MBA, Accounting
University of Iowa 1984 — 1988
BBA, Finance
Mario Palacios's Morgan Stanley Experience March 2010 - February 2012
Job Marketing and Project Management Professional
Industry Financial Services
Experience
Capital One 2012 - Present
Morgan Stanley March 2010 - February 2012
Discover Financial Services February 2008 - October 2009
Morgan Stanley Credit Corporation 2005 - 2008
Leo Burnett 1985 - 2002
Skills
Direct Marketing, Direct Mail, Vendor Management, Cross-functional Team..., Integrated Marketing, Account Management, Marketing Strategy, Management, Mentoring, Strategic Planning, Advertising, Marketing, Discipline, Digital Marketing, Creative Direction, Segmentation, Analytics, Wordsmithing, Email Marketing
Education
Loyola University of Chicago 1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications
Northwestern University
Certification Coursework, CFP
Capital One 2012 - Present
Morgan Stanley March 2010 - February 2012
Discover Financial Services February 2008 - October 2009
Morgan Stanley Credit Corporation 2005 - 2008
Leo Burnett 1985 - 2002
Skills
Direct Marketing, Direct Mail, Vendor Management, Cross-functional Team..., Integrated Marketing, Account Management, Marketing Strategy, Management, Mentoring, Strategic Planning, Advertising, Marketing, Discipline, Digital Marketing, Creative Direction, Segmentation, Analytics, Wordsmithing, Email Marketing
Education
Loyola University of Chicago 1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications
Northwestern University
Certification Coursework, CFP
Amanda Gosser Turner's Morgan Stanley Experience 2006 - 2007
Job Associate Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock June 2011 - Present
JMS September 2007 - June 2011
Morgan Stanley 2006 - 2007
Loyola College Event Services 2003 - 2006
Skills
Portfolio Management, Series 7, Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Investments, Series 63
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Minor in Economics
BlackRock June 2011 - Present
JMS September 2007 - June 2011
Morgan Stanley 2006 - 2007
Loyola College Event Services 2003 - 2006
Skills
Portfolio Management, Series 7, Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Investments, Series 63
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Minor in Economics
Louie Kontos's Morgan Stanley Experience July 2000 - January 2004
Job Private Client Advisor with JP Morgan
Industry Banking
Experience
JP Morgan Chase 2006 - Present
UBS January 2004 - September 2006
Morgan Stanley July 2000 - January 2004
Education
Loyola University Chicago 1995 — 1999
JP Morgan Chase 2006 - Present
UBS January 2004 - September 2006
Morgan Stanley July 2000 - January 2004
Education
Loyola University Chicago 1995 — 1999
Corinne Schmitt's Morgan Stanley Experience August 2006 - August 2011
Job Director of Business Planning at Crystal & Company
Industry Financial Services
Experience
Crystal & Company March 2013 - Present
Cantor Fitzgerald August 2011 - February 2013
Morgan Stanley August 2006 - August 2011
Lehman Brothers August 2005 - August 2006
Marsh December 2002 - December 2005
MMC June 1999 - December 2002
Skills
Finance, Internal Controls, Forecasting, Auditing, Analysis, Budgets, Allocations, Cost Saving Initiatives, Management, Investments, Project Management, Financial Modeling, Strategic Financial..., Internal Audit, Project Planning
Education
Loyola College in Maryland 1995 — 1999
BBS, International Business
Crystal & Company March 2013 - Present
Cantor Fitzgerald August 2011 - February 2013
Morgan Stanley August 2006 - August 2011
Lehman Brothers August 2005 - August 2006
Marsh December 2002 - December 2005
MMC June 1999 - December 2002
Skills
Finance, Internal Controls, Forecasting, Auditing, Analysis, Budgets, Allocations, Cost Saving Initiatives, Management, Investments, Project Management, Financial Modeling, Strategic Financial..., Internal Audit, Project Planning
Education
Loyola College in Maryland 1995 — 1999
BBS, International Business
Ann Senflug, CPA's Morgan Stanley Experience May 2010 - January 2011
Job Senior Associate at EY
Industry Accounting
Experience
EY September 2013 - Present
PricewaterhouseCoopers September 2011 - August 2013
Stegman & Company January 2011 - June 2011
Morgan Stanley May 2010 - January 2011
Stifel Nicolaus June 2007 - May 2010
Education
Loyola College in Maryland
MBA, Accounting
Loyola College in Maryland
BBA, Finance
EY September 2013 - Present
PricewaterhouseCoopers September 2011 - August 2013
Stegman & Company January 2011 - June 2011
Morgan Stanley May 2010 - January 2011
Stifel Nicolaus June 2007 - May 2010
Education
Loyola College in Maryland
MBA, Accounting
Loyola College in Maryland
BBA, Finance
Lawrence Messina's Morgan Stanley Experience 1993 - 2006
Job Senior Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2009 - Present
Morgan Stanley 1993 - 2006
Education
University of Pennsylvania - The Wharton School 2001 — 2002
CIMA, Investment Analysis
Loyola Marymount University 1987 — 1992
Stifel Nicolaus March 2009 - Present
Morgan Stanley 1993 - 2006
Education
University of Pennsylvania - The Wharton School 2001 — 2002
CIMA, Investment Analysis
Loyola Marymount University 1987 — 1992
Amit Nadiv's Morgan Stanley Experience September 2003 - June 2006
Job Working with companies to manage, maximize, and protect their receivables at Euler Hermes
Industry Financial Services
Experience
Euler Hermes ACI August 2011 - Present
Chizuk Amuno Congregation, Rosenbloom Religious School 1999 - December 2011
Atradius June 2006 - July 2011
Morgan Stanley September 2003 - June 2006
Skills
Credit Risk, Credit Analysis, Credit, Risk Management, Financial Analysis, Underwriting, Risk, Insurance, Accounts Receivable, Trade Credit, Credit Insurance, Risk Analysis, Financial Risk, Corporate Finance, Financial Modeling, Finance, Relationship Management
Education
Loyola College in Maryland 2011 — 2015
Master of Business Administration (MBA), Finance, General
Towson University 2001 — 2003
Bachelor of Business Administration (BBA), Finance
BT
BT
BT
BT
University of Maryland College Park
Euler Hermes ACI August 2011 - Present
Chizuk Amuno Congregation, Rosenbloom Religious School 1999 - December 2011
Atradius June 2006 - July 2011
Morgan Stanley September 2003 - June 2006
Skills
Credit Risk, Credit Analysis, Credit, Risk Management, Financial Analysis, Underwriting, Risk, Insurance, Accounts Receivable, Trade Credit, Credit Insurance, Risk Analysis, Financial Risk, Corporate Finance, Financial Modeling, Finance, Relationship Management
Education
Loyola College in Maryland 2011 — 2015
Master of Business Administration (MBA), Finance, General
Towson University 2001 — 2003
Bachelor of Business Administration (BBA), Finance
BT
BT
BT
BT
University of Maryland College Park
Nikolaos Pavlou's Morgan Stanley Experience May 2005 - September 2006
Job Product Marketing at Yodlee
Industry Financial Services
Experience
Yodlee August 2014 - Present
Bank of America January 2010 - March 2014
Bank of America March 2008 - February 2010
Bank of America September 2006 - March 2008
Morgan Stanley May 2005 - September 2006
Education
Loyola Marymount University, College of Business Administration 2001 — 2005
BBA, Finance
Yodlee August 2014 - Present
Bank of America January 2010 - March 2014
Bank of America March 2008 - February 2010
Bank of America September 2006 - March 2008
Morgan Stanley May 2005 - September 2006
Education
Loyola Marymount University, College of Business Administration 2001 — 2005
BBA, Finance
Demetrios J. Nanavrakis's Morgan Stanley Experience November 2011 - July 2012
Job MBS Operations & Secondary Support at Mitsubishi UFJ Securities (America), Inc.
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
Daiwa Capital Markets August 2012 - September 2015
Morgan Stanley November 2011 - July 2012
MF Global May 2011 - November 2011
Morgan Stanley March 2010 - May 2011
Marathon National Bank of New York October 2008 - March 2010
Bear, Stearns & Co. Inc. September 2004 - August 2008
Skills
Fixed Income, Capital Markets, MBS, Middle Office, Operations Management, Series 7, Trading Systems, Bloomberg Terminal, Back Office, Settlement, ETFs, Credit Derivatives, Equities
Education
Loyola College in Maryland 1999 — 2003
Bachelor, Business Administration, International Business
Chaminade High School 1995 — 1999
High School Diploma
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
Daiwa Capital Markets August 2012 - September 2015
Morgan Stanley November 2011 - July 2012
MF Global May 2011 - November 2011
Morgan Stanley March 2010 - May 2011
Marathon National Bank of New York October 2008 - March 2010
Bear, Stearns & Co. Inc. September 2004 - August 2008
Skills
Fixed Income, Capital Markets, MBS, Middle Office, Operations Management, Series 7, Trading Systems, Bloomberg Terminal, Back Office, Settlement, ETFs, Credit Derivatives, Equities
Education
Loyola College in Maryland 1999 — 2003
Bachelor, Business Administration, International Business
Chaminade High School 1995 — 1999
High School Diploma
Eileen Finnegan's Morgan Stanley Experience 2001 - 2004
Job Director Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF April 2005 - April 2014
Morgan Stanley 2001 - 2004
Van Kampen Investments 1998 - 2001
CIBC World Markets 1995 - 1998
SmithBucklin 1994 - 1995
SmithBucklin 1990 - 1994
Education
Loyola University Chicago
BA
TIAA-CREF April 2014 - Present
TIAA-CREF April 2005 - April 2014
Morgan Stanley 2001 - 2004
Van Kampen Investments 1998 - 2001
CIBC World Markets 1995 - 1998
SmithBucklin 1994 - 1995
SmithBucklin 1990 - 1994
Education
Loyola University Chicago
BA
Neelima Mylavarapu's Morgan Stanley Experience February 2008 - May 2010
Job Senior .NET Developer
Industry Computer Software
Experience
OfficeMax July 2012 - Present
TriZetto, A Cognizant Company May 2011 - June 2012
Career Education Corporation June 2010 - April 2011
Morgan Stanley February 2008 - May 2010
eAlliance June 2005 - December 2007
Skills
SQL, Microsoft SQL Server, JavaScript, C#, HTML, Software Development, Java, CSS, ASP.NET, WCF, Microsoft MVP, MVC, TFS, Agile Methodologies, SSIS, XML, VB.NET, SDLC
Education
Loyola University Chicago 2001 — 2003
Master's degree, Computer Science
Shivaji University 1995 — 1999
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
OfficeMax July 2012 - Present
TriZetto, A Cognizant Company May 2011 - June 2012
Career Education Corporation June 2010 - April 2011
Morgan Stanley February 2008 - May 2010
eAlliance June 2005 - December 2007
Skills
SQL, Microsoft SQL Server, JavaScript, C#, HTML, Software Development, Java, CSS, ASP.NET, WCF, Microsoft MVP, MVC, TFS, Agile Methodologies, SSIS, XML, VB.NET, SDLC
Education
Loyola University Chicago 2001 — 2003
Master's degree, Computer Science
Shivaji University 1995 — 1999
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
Aleksander Gangov's Morgan Stanley Experience October 2013 - Present
Job Risk and Data Metrics Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Administrative Services Inc 2012 - 2013
Skills
VBA, SQL, Data Analytics, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, PowerPoint, Microsoft Excel, Equity Research, Equities, Analysis, Business Analysis, Finance, Microsoft Office, Risk Management
Education
Loyola College in Maryland 2009 — 2011
MS, Finance
University for National and World Economy 2000 — 2005
BA, International Economic Relations
Foreign Language School Pleven
English&French
Morgan Stanley October 2013 - Present
Administrative Services Inc 2012 - 2013
Skills
VBA, SQL, Data Analytics, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, PowerPoint, Microsoft Excel, Equity Research, Equities, Analysis, Business Analysis, Finance, Microsoft Office, Risk Management
Education
Loyola College in Maryland 2009 — 2011
MS, Finance
University for National and World Economy 2000 — 2005
BA, International Economic Relations
Foreign Language School Pleven
English&French
Sophia Romano's Morgan Stanley Experience 1999 - 2001
Job Real Estate Consultant and Attorney
Industry Real Estate
Experience
Thomas James Realty Inc. April 2014 - Present
The Romano Law Firm 1990 - Present
Apartment Rental 1990 - 2013
Citigroup Financial August 2003 - June 2006
Morgan Stanley 1999 - 2001
Skills
Investment Properties, Real Estate, Rentals, Investors, Real Estate Investment, Property Tax Reduction, Green cleaning products, Property Management, Apartments, Real Estate Transactions, Luxury, Short Sales, Investments, Marketing, Finance, Management
Education
John Marshall Law School 1980 — 1983
J.D.
Loyola University of Chicago 1980 — 1983
B.A., Political Science
Thomas James Realty Inc. April 2014 - Present
The Romano Law Firm 1990 - Present
Apartment Rental 1990 - 2013
Citigroup Financial August 2003 - June 2006
Morgan Stanley 1999 - 2001
Skills
Investment Properties, Real Estate, Rentals, Investors, Real Estate Investment, Property Tax Reduction, Green cleaning products, Property Management, Apartments, Real Estate Transactions, Luxury, Short Sales, Investments, Marketing, Finance, Management
Education
John Marshall Law School 1980 — 1983
J.D.
Loyola University of Chicago 1980 — 1983
B.A., Political Science
Maila Claravall's Morgan Stanley Experience January 2004 - May 2004
Job Assistant Vice President, Capital Markets at Antares Capital
Industry Financial Services
Experience
Antares Capital August 2015 - Present
GE Antares Capital April 2015 - Present
GE Antares Capital October 2013 - March 2015
GE Capital October 2011 - October 2013
GE Asset Management June 2005 - October 2011
Fitch Ratings May 2004 - March 2005
Morgan Stanley January 2004 - May 2004
Skills
Investment Management, Financial Modeling
Education
Loyola University Chicago 2001 — 2005
Bachelors, Finance
Antares Capital August 2015 - Present
GE Antares Capital April 2015 - Present
GE Antares Capital October 2013 - March 2015
GE Capital October 2011 - October 2013
GE Asset Management June 2005 - October 2011
Fitch Ratings May 2004 - March 2005
Morgan Stanley January 2004 - May 2004
Skills
Investment Management, Financial Modeling
Education
Loyola University Chicago 2001 — 2005
Bachelors, Finance
Brendan Cook's Morgan Stanley Experience 2004 - 2005
Job Vice President at Bulk Process Equipment, Inc.
Industry Mechanical or Industrial Engineering
Experience
Bulk Process Equipment, Inc. September 2006 - Present
Process Protection Technologies, LLC March 2014 - Present
Celeren Corporation 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
System Design, New Business Development, Strategic Planning, Account Management, Fixed Income, Process Engineering, Derivatives, Microsoft Excel, Proposal Writing, Competitive Analysis, Business Development, Engineering, Sales, Project Management, Contract Negotiation, Purchasing, Energy, Manufacturing, Analysis, Process Improvement, Product Development, Cross-functional Team...
Education
Loyola University Maryland 2000 — 2004
Business, Finance, International Business
Loyola Blakefield 1996 — 2000
Bulk Process Equipment, Inc. September 2006 - Present
Process Protection Technologies, LLC March 2014 - Present
Celeren Corporation 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
System Design, New Business Development, Strategic Planning, Account Management, Fixed Income, Process Engineering, Derivatives, Microsoft Excel, Proposal Writing, Competitive Analysis, Business Development, Engineering, Sales, Project Management, Contract Negotiation, Purchasing, Energy, Manufacturing, Analysis, Process Improvement, Product Development, Cross-functional Team...
Education
Loyola University Maryland 2000 — 2004
Business, Finance, International Business
Loyola Blakefield 1996 — 2000
Nav Chopra's Morgan Stanley Experience January 2007 - December 2008
Job BI Architect Consultant at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital July 2009 - Present
TE Connectivity 2014 - 2014
TE Connectivity 2014 - 2014
Baltimore Gas & Electric 2011 - 2011
FEI Systems 2011 - 2011
Affiliated Computer Services January 2008 - July 2009
Fannie Mae 2009 - 2009
Morgan Stanley January 2007 - December 2008
Fannie Mae May 2005 - December 2006
Fleetwood Enterprises December 2002 - May 2003
Skills
Oracle, Data Warehousing, Business Intelligence, Business Objects, Integration, SDLC, ETL, Crystal Reports, PL/SQL
Education
Loyola University Maryland 2003 — 2005
MBA
Mumbai University
Bachelors of Engineering, Computer Science
Barclays Capital July 2009 - Present
TE Connectivity 2014 - 2014
TE Connectivity 2014 - 2014
Baltimore Gas & Electric 2011 - 2011
FEI Systems 2011 - 2011
Affiliated Computer Services January 2008 - July 2009
Fannie Mae 2009 - 2009
Morgan Stanley January 2007 - December 2008
Fannie Mae May 2005 - December 2006
Fleetwood Enterprises December 2002 - May 2003
Skills
Oracle, Data Warehousing, Business Intelligence, Business Objects, Integration, SDLC, ETL, Crystal Reports, PL/SQL
Education
Loyola University Maryland 2003 — 2005
MBA
Mumbai University
Bachelors of Engineering, Computer Science
Joshua P. Ritz's Morgan Stanley Experience 1997 - 2002
Job Regional Brokerage Manager, SVP at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors 2010 - Present
BB&T 2009 - 2010
Banc of America Investments 2002 - 2009
Morgan Stanley 1997 - 2002
Skills
Investments, Financial Services, Retirement Planning, Insurance, Strategic Planning, Leadership, Finance, Team Building, Project Management, Revenue Enhancement, Recruiting, Sales, Mutual Funds, Securities, Asset Managment
Education
Loyola University Maryland
BA, Finance
University of Maryland University College
Master of Business Administration (MBA)
Wells Fargo Advisors 2010 - Present
BB&T 2009 - 2010
Banc of America Investments 2002 - 2009
Morgan Stanley 1997 - 2002
Skills
Investments, Financial Services, Retirement Planning, Insurance, Strategic Planning, Leadership, Finance, Team Building, Project Management, Revenue Enhancement, Recruiting, Sales, Mutual Funds, Securities, Asset Managment
Education
Loyola University Maryland
BA, Finance
University of Maryland University College
Master of Business Administration (MBA)
Brian Manley's Morgan Stanley Experience January 2013 - April 2013
Job Risk Analyst Lead Enterprise Risk Management at AIG
Industry Financial Services
Carla Lurz's Morgan Stanley Experience June 1983 - February 1986
Job Senior Trainer Securities Marketing at M&T Bank
Industry Financial Services
Experience
M&T Bank 2011 - Present
RBC Wealth Management February 2004 - October 2011
SunAmerica February 1986 - January 2004
Morgan Stanley June 1983 - February 1986
Skills
Building Relationships, Account Retention, Client Service, Annuities, Investments, Series 7, Fixed Annuities, Client Services, Leadership, Life Insurance, Employee Benefits, Sales, Training, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
Loyola College in Maryland
Bachelor of Arts, Psychology
The Johns Hopkins University - Carey Business School
Masters, Public Administration
M&T Bank 2011 - Present
RBC Wealth Management February 2004 - October 2011
SunAmerica February 1986 - January 2004
Morgan Stanley June 1983 - February 1986
Skills
Building Relationships, Account Retention, Client Service, Annuities, Investments, Series 7, Fixed Annuities, Client Services, Leadership, Life Insurance, Employee Benefits, Sales, Training, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
Loyola College in Maryland
Bachelor of Arts, Psychology
The Johns Hopkins University - Carey Business School
Masters, Public Administration
Claire Chantler's Morgan Stanley Experience January 2009 - April 2010
Job Housing Advocate at Northern West Virginia Center for Independent Living
Industry Individual & Family Services
Experience
Northern West Virginia Center for Independent Living April 2010 - Present
Morgan Stanley January 2009 - April 2010
Morgan Stanley July 2006 - December 2008
XL Health Inc. May 2005 - September 2005
Education
Loyola University in Maryland 2008 — 2009
MBA, Management Concentration
Loyola University Maryland 2002 — 2006
BBA, International Business, French
Northern West Virginia Center for Independent Living April 2010 - Present
Morgan Stanley January 2009 - April 2010
Morgan Stanley July 2006 - December 2008
XL Health Inc. May 2005 - September 2005
Education
Loyola University in Maryland 2008 — 2009
MBA, Management Concentration
Loyola University Maryland 2002 — 2006
BBA, International Business, French
Charles Miceli's Morgan Stanley Experience 2006 - 2010
Job KPMG Advisory at KPMG Advisory
Industry Financial Services
Experience
Bank of America January 2014 - Present
KPMG Advisory 2011 - Present
Capco March 2010 - January 2011
Morgan Stanley 2006 - 2010
JP Morgan 2004 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Services, Equities, Investment Banking, Valuation, Securities, Alternative Investments, Private Equity, Emerging Markets, Bloomberg, Due Diligence, Financial Risk
Education
Loyola University Maryland 1997 — 2001
political science, Political science, business
Saint Anthony's 1993 — 1997
Bank of America January 2014 - Present
KPMG Advisory 2011 - Present
Capco March 2010 - January 2011
Morgan Stanley 2006 - 2010
JP Morgan 2004 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Services, Equities, Investment Banking, Valuation, Securities, Alternative Investments, Private Equity, Emerging Markets, Bloomberg, Due Diligence, Financial Risk
Education
Loyola University Maryland 1997 — 2001
political science, Political science, business
Saint Anthony's 1993 — 1997
Cheryl Ewing's Morgan Stanley Experience 1999 - 2001
Job Brokerage Trading Liaison at J.P. Morgan Chase
Industry Banking
Experience
JP Morgan Chase 2008 - Present
JP Morgan Chase 2003 - 2008
AIU Online 2003 - 2003
MetLife 2001 - 2003
Morgan Stanley 1999 - 2001
Robert Morris College 1999 - 1999
Molex 1989 - 1999
Keller Graduate School of Management 1996 - 1996
Skills
Securities, Strategy, Asset Managment, Trading, Finance, Employee Benefits, Asset Management, Financial Services, Human Resources, CRM, Deferred Compensation, Banking, Portfolio Management, Investments, Mutual Funds, Risk Management, Series 7, Wealth Management, Copywriting
Education
Loyola University Chicago
studies toward Masters Degree in Industrial Relations
University of Illinois at Urbana-Champaign
B.A., Liberal Arts
University of Northern Colorado
M.A., Psychology
JP Morgan Chase 2008 - Present
JP Morgan Chase 2003 - 2008
AIU Online 2003 - 2003
MetLife 2001 - 2003
Morgan Stanley 1999 - 2001
Robert Morris College 1999 - 1999
Molex 1989 - 1999
Keller Graduate School of Management 1996 - 1996
Skills
Securities, Strategy, Asset Managment, Trading, Finance, Employee Benefits, Asset Management, Financial Services, Human Resources, CRM, Deferred Compensation, Banking, Portfolio Management, Investments, Mutual Funds, Risk Management, Series 7, Wealth Management, Copywriting
Education
Loyola University Chicago
studies toward Masters Degree in Industrial Relations
University of Illinois at Urbana-Champaign
B.A., Liberal Arts
University of Northern Colorado
M.A., Psychology
Brian Keenan's Morgan Stanley Experience January 2012 - May 2014
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2014 - Present
Morgan Stanley January 2012 - May 2014
J.P. Morgan March 2004 - January 2012
Skills
Fixed Income, Equities, Trading, Equity Research, Portfolio Management, IPO, Syndicate, Capital Markets, Equity Trading, Electronic Trading
Education
Loyola College in Maryland
BBA, Finance
RBC Wealth Management May 2014 - Present
Morgan Stanley January 2012 - May 2014
J.P. Morgan March 2004 - January 2012
Skills
Fixed Income, Equities, Trading, Equity Research, Portfolio Management, IPO, Syndicate, Capital Markets, Equity Trading, Electronic Trading
Education
Loyola College in Maryland
BBA, Finance
Kosta Metropulos's Morgan Stanley Experience February 2013 - Present
Job U.S. Trust, Bank of America PWM
Industry Financial Services
Experience
U.S. Trust July 2014 - Present
Morgan Stanley February 2013 - Present
InterBank Mortgage Company February 2012 - February 2013
InterBank Mortgage Company August 2011 - February 2012
Dover Straits Restaurant July 2010 - August 2011
Skills
Customer Service, Credit Risk, Credit Analysis, Microsoft Excel, Manage Client..., Financial Services
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.), Biology, General
Barrington High School
U.S. Trust July 2014 - Present
Morgan Stanley February 2013 - Present
InterBank Mortgage Company February 2012 - February 2013
InterBank Mortgage Company August 2011 - February 2012
Dover Straits Restaurant July 2010 - August 2011
Skills
Customer Service, Credit Risk, Credit Analysis, Microsoft Excel, Manage Client..., Financial Services
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.), Biology, General
Barrington High School
Daniel Zakrzewski's Morgan Stanley Experience July 2013 - July 2014
Job Prime Brokerage Associate @ JP Morgan
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley April 2012 - July 2013
T. Rowe Price October 2010 - November 2012
Loyola College September 2007 - May 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Financial Reporting, Foreign Exchange, Writing, Microsoft Office, Leadership, Public Speaking, Social Media, Compliance, Analysis, Training, Dodd-Frank, Multi Tasking, Multilingual, Flexibility, Time Management, FX Swaps, Newsletters, Facebook, Portfolio Management, FX Options, Access, Typing, Bloomberg Terminal, Coworking
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business
JPMorgan Chase July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley April 2012 - July 2013
T. Rowe Price October 2010 - November 2012
Loyola College September 2007 - May 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Financial Reporting, Foreign Exchange, Writing, Microsoft Office, Leadership, Public Speaking, Social Media, Compliance, Analysis, Training, Dodd-Frank, Multi Tasking, Multilingual, Flexibility, Time Management, FX Swaps, Newsletters, Facebook, Portfolio Management, FX Options, Access, Typing, Bloomberg Terminal, Coworking
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Tejal Wadhwani's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
RBS Markets & International Banking January 2013 - August 2014
RBS Global Banking & Markets June 2005 - December 2012
Skills
ABS, Securitization, CDO, Structured Finance, MBS, Structured Products, Financial Structuring, Capital Markets, CMBS, Fixed Income, Derivatives, Syndications
Education
University of Dayton School of Law 1991 — 1994
JD
Loyola University Chicago 1987 — 1991
Morgan Stanley January 2015 - Present
RBS Markets & International Banking January 2013 - August 2014
RBS Global Banking & Markets June 2005 - December 2012
Skills
ABS, Securitization, CDO, Structured Finance, MBS, Structured Products, Financial Structuring, Capital Markets, CMBS, Fixed Income, Derivatives, Syndications
Education
University of Dayton School of Law 1991 — 1994
JD
Loyola University Chicago 1987 — 1991
Andre Jabban's Morgan Stanley Experience June 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Loyola University Maryland September 2009 - May 2013
Merrill Lynch September 2012 - April 2013
York Capital Management May 2012 - August 2012
P. Schoenfeld Asset Management (PSAM) May 2011 - August 2011
Draftfcb June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Italian, French, Portfolio Management, Bloomberg, Research, Marketing, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Marketing
Morgan Stanley June 2013 - Present
Loyola University Maryland September 2009 - May 2013
Merrill Lynch September 2012 - April 2013
York Capital Management May 2012 - August 2012
P. Schoenfeld Asset Management (PSAM) May 2011 - August 2011
Draftfcb June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Italian, French, Portfolio Management, Bloomberg, Research, Marketing, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Marketing
Diane Saxon's Morgan Stanley Experience 1993 - 2001
Job Controller
Industry Accounting
Experience
Diane M. Saxon Accounting Services April 2005 - Present
Van Kampen Funds 1995 - 2002
Morgan Stanley 1993 - 2001
KPMG Peat Marwick July 1987 - April 1994
Skills
Financial Reporting, Financial Analysis, Financial Management, Due Diligence, CPA, Internal Controls, Financial Modeling, SEC Filings, Mutual Funds
Education
Loyola University of Chicago
BBS, Accounting
Diane M. Saxon Accounting Services April 2005 - Present
Van Kampen Funds 1995 - 2002
Morgan Stanley 1993 - 2001
KPMG Peat Marwick July 1987 - April 1994
Skills
Financial Reporting, Financial Analysis, Financial Management, Due Diligence, CPA, Internal Controls, Financial Modeling, SEC Filings, Mutual Funds
Education
Loyola University of Chicago
BBS, Accounting
Daniel Liberatori's Morgan Stanley Experience August 2012 - Present
Job Director Morgan Stanley CommoditiesPhysical Oil
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley June 2010 - August 2012
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Fordham Preparatory School 2002 — 2006
Morgan Stanley August 2012 - Present
Morgan Stanley June 2010 - August 2012
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Fordham Preparatory School 2002 — 2006
Adesuyi Adepoju's Morgan Stanley Experience September 2013 - Present
Job Compliance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley June 2011 - Present
T. Rowe Price September 2007 - June 2011
T. Rowe Price February 2006 - August 2007
Skills
Fund Accounting, Fixed Income, Bloomberg, Swaps, Equities, Alternative Investments, Bonds, Derivatives, Securities, Bloomberg Terminal, Fund Of Funds, Middle Office, Credit Derivatives, Corporate Actions, Fund Administration, Options, Financial Analysis
Education
Loyola College in Maryland 2007 — 2009
MBA, Finance
University of Maryland Baltimore County 2002 — 2005
Bachelor of Science, Financial Economics
Morgan Stanley September 2013 - Present
Morgan Stanley June 2011 - Present
T. Rowe Price September 2007 - June 2011
T. Rowe Price February 2006 - August 2007
Skills
Fund Accounting, Fixed Income, Bloomberg, Swaps, Equities, Alternative Investments, Bonds, Derivatives, Securities, Bloomberg Terminal, Fund Of Funds, Middle Office, Credit Derivatives, Corporate Actions, Fund Administration, Options, Financial Analysis
Education
Loyola College in Maryland 2007 — 2009
MBA, Finance
University of Maryland Baltimore County 2002 — 2005
Bachelor of Science, Financial Economics
Chris DeFelice's Morgan Stanley Experience July 2007 - April 2011
Job Vice President, Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Morgan Stanley July 2007 - April 2011
Pegasus Capital Advisors 2006 - 2006
Skills
Fixed Income, Municipal Bonds, Series 7, Series 63, Bloomberg, Fixed Income Analysis, Fixed Income Portfolio..., PowerPoint, Microsoft Excel, Financial Modeling, Alternative Investments
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Chaminade High School 1999 — 2003
Morgan Stanley Wealth Management April 2011 - Present
Morgan Stanley July 2007 - April 2011
Pegasus Capital Advisors 2006 - 2006
Skills
Fixed Income, Municipal Bonds, Series 7, Series 63, Bloomberg, Fixed Income Analysis, Fixed Income Portfolio..., PowerPoint, Microsoft Excel, Financial Modeling, Alternative Investments
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Chaminade High School 1999 — 2003
Tom Kiley's Morgan Stanley Experience 1999 - 2003
Job Client Service Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2011 - Present
Surgeons Diversified Investment Fund 2006 - 2009
Retirement Programs Co., LLC 2003 - 2006
Morgan Stanley 1999 - 2003
Skills
Middle Office, ETFs, Bloomberg Terminal, Collateral Management, Equity Trading, Valuation, Analysis, Commodity, Executive Management, Business Planning, Technical Analysis, Account Reconciliation, Analytics, Insurance, Cross-functional Team...
Education
Loyola University of Chicago
Bachelor of Science (B.S.)
Northern Trust 2011 - Present
Surgeons Diversified Investment Fund 2006 - 2009
Retirement Programs Co., LLC 2003 - 2006
Morgan Stanley 1999 - 2003
Skills
Middle Office, ETFs, Bloomberg Terminal, Collateral Management, Equity Trading, Valuation, Analysis, Commodity, Executive Management, Business Planning, Technical Analysis, Account Reconciliation, Analytics, Insurance, Cross-functional Team...
Education
Loyola University of Chicago
Bachelor of Science (B.S.)
Colin Thornley's Morgan Stanley Experience June 2008 - January 2009
Job Client Service Associate 7/63 at J.P Morgan Private Bank
Industry Banking
Experience
J.P. Morgan May 2014 - Present
Platinum Home Mortgage June 2013 - May 2014
NewDay USA September 2012 - March 2013
Stifel Financial Corp. February 2009 - September 2012
Morgan Stanley June 2008 - January 2009
U.S. Customs and Border Protection May 1900 - May 1901
Skills
FHA, VA loans, Mortgage Banking, Financial Services, New Home Construction, Series 7, 63
Education
Loyola University Chicago
Legal Studies, Securities Law, 3.98
Western Illinois University
Bachelor of Science (BS), LEJA, Spanish, 3.93
J.P. Morgan May 2014 - Present
Platinum Home Mortgage June 2013 - May 2014
NewDay USA September 2012 - March 2013
Stifel Financial Corp. February 2009 - September 2012
Morgan Stanley June 2008 - January 2009
U.S. Customs and Border Protection May 1900 - May 1901
Skills
FHA, VA loans, Mortgage Banking, Financial Services, New Home Construction, Series 7, 63
Education
Loyola University Chicago
Legal Studies, Securities Law, 3.98
Western Illinois University
Bachelor of Science (BS), LEJA, Spanish, 3.93
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS