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
Lauren Fessak Lauren Fessak's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Aflac May 2011 - August 2011
Diversified Fabricated Products June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Loyola College in Maryland 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Aflac May 2011 - August 2011
Diversified Fabricated Products June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Loyola College in Maryland 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Michelle Kain Michelle Kain's Morgan Stanley Experience April 2012 - December 2012
Job Marketing Support Coordinator at Transamerica Agency Network, Inc.
Industry Financial Services
Experience
Transamerica Agency Network, Inc. January 2015 - Present
Transamerica Affinity Services, Inc. January 2013 - January 2015
Morgan Stanley April 2012 - December 2012
Barclays October 2011 - April 2012
Skills
Financial Services, Credit, Portfolio Management, Banking, Financial Analysis, Wealth Management, Credit Cards, Loans, Securities, Financial Risk, Customer Service, Life Insurance, Health Insurance, Insurance, Sales
Education
Loyola University Maryland 2013 — 2015
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Business Administration/Marketing
Transamerica Agency Network, Inc. January 2015 - Present
Transamerica Affinity Services, Inc. January 2013 - January 2015
Morgan Stanley April 2012 - December 2012
Barclays October 2011 - April 2012
Skills
Financial Services, Credit, Portfolio Management, Banking, Financial Analysis, Wealth Management, Credit Cards, Loans, Securities, Financial Risk, Customer Service, Life Insurance, Health Insurance, Insurance, Sales
Education
Loyola University Maryland 2013 — 2015
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Business Administration/Marketing
Michael Dunnigan Michael Dunnigan's Morgan Stanley Experience January 2013 - Present
Job Analyst at Morgan Stanley
Industry International Affairs
Experience
Morgan Stanley January 2013 - Present
Lenserf & Company December 2011 - February 2012
Loyola University Maryland August 2009 - March 2011
Skills
PowerPoint, Spanish, Word, Excel, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Market Research, Analysis
Education
Loyola College in Maryland 2008 — 2012
BBA, International Business, Asian Studies, Political Science
University of International Business and Economics 2010 — 2010
Study Abroad, Finance, Mandarin, Marketing
Washingtonville High School 2004 — 2008
State University of New York at New Paltz
Morgan Stanley January 2013 - Present
Lenserf & Company December 2011 - February 2012
Loyola University Maryland August 2009 - March 2011
Skills
PowerPoint, Spanish, Word, Excel, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Market Research, Analysis
Education
Loyola College in Maryland 2008 — 2012
BBA, International Business, Asian Studies, Political Science
University of International Business and Economics 2010 — 2010
Study Abroad, Finance, Mandarin, Marketing
Washingtonville High School 2004 — 2008
State University of New York at New Paltz
Richard O. Motsay, III Richard O. Motsay, III's Morgan Stanley Experience April 2015 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley July 2010 - Present
Skills
Strategic Communications, Derivatives, Training, Public Speaking, Research, Financial Services, Rates, Strategy, Stakeholder Management, Business Strategy, Series 7, Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Finance, Investments, Analysis, Equities, Risk Management, Customer Service, Management
Education
Loyola University Maryland 2015 — 2017
Master of Business Administration (MBA), Concentration in Finance
Loyola College in Maryland 2006 — 2010
•Bachelor of Business Administration, Finance, Summa Cum Laude
Calvert Hall College High School 2002 — 2006
Morgan Stanley April 2015 - Present
Morgan Stanley July 2010 - Present
Skills
Strategic Communications, Derivatives, Training, Public Speaking, Research, Financial Services, Rates, Strategy, Stakeholder Management, Business Strategy, Series 7, Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Finance, Investments, Analysis, Equities, Risk Management, Customer Service, Management
Education
Loyola University Maryland 2015 — 2017
Master of Business Administration (MBA), Concentration in Finance
Loyola College in Maryland 2006 — 2010
•Bachelor of Business Administration, Finance, Summa Cum Laude
Calvert Hall College High School 2002 — 2006
Glenn Leitch's Morgan Stanley Experience May 2013 - Present
Job Fixed Income Trading Assistant at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley August 2011 - May 2013
Northwestern Mutual May 2010 - September 2010
Skills
Series 7, Bloomberg, Bloomberg Terminal, Thomson Reuters Eikon, Microsoft Excel, Fixed Income, Structured Products, Agency MBS, CMOS, CLO, ABS, CMBS, Derivatives, Finance, Economics, Financial Services, Learning Quickly, Critical Thinking
Education
Loyola University Maryland 2007 — 2011
Bachelor's Degree, Economics and International Business, 3.75
Morgan Stanley May 2013 - Present
Morgan Stanley August 2011 - May 2013
Northwestern Mutual May 2010 - September 2010
Skills
Series 7, Bloomberg, Bloomberg Terminal, Thomson Reuters Eikon, Microsoft Excel, Fixed Income, Structured Products, Agency MBS, CMOS, CLO, ABS, CMBS, Derivatives, Finance, Economics, Financial Services, Learning Quickly, Critical Thinking
Education
Loyola University Maryland 2007 — 2011
Bachelor's Degree, Economics and International Business, 3.75
Brad Fortier, CFP®, CEP®'s Morgan Stanley Experience January 2003 - August 2005
Job Retirement Income Planning | Wealth Management | Values Based Estate Planning Louisiana
Industry Financial Services
Experience
Fortier Financial August 2005 - Present
Morgan Stanley January 2003 - August 2005
Skills
Financial Planning, Estate Planning, Investments, Public Speaking, Writing, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Portfolio Management, Small Business, Asset Allocation, Financial Advisory, Income Protection, Certified Financial..., Certified Estate Planner, Financial Planners, Published Author, Strategic Financial..., Asset Managment, High Net Worth..., Insurance, Finance, Leadership, Wealth Management...
Education
Certified Financial Planner Board of Standards
CERTIFIED FINANCIAL PLANNER™
Jesuit
Loyola University New Orleans
BA
National Institute of Certified Estate Planners
Certified Estate Planner™
Fortier Financial August 2005 - Present
Morgan Stanley January 2003 - August 2005
Skills
Financial Planning, Estate Planning, Investments, Public Speaking, Writing, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Portfolio Management, Small Business, Asset Allocation, Financial Advisory, Income Protection, Certified Financial..., Certified Estate Planner, Financial Planners, Published Author, Strategic Financial..., Asset Managment, High Net Worth..., Insurance, Finance, Leadership, Wealth Management...
Education
Certified Financial Planner Board of Standards
CERTIFIED FINANCIAL PLANNER™
Jesuit
Loyola University New Orleans
BA
National Institute of Certified Estate Planners
Certified Estate Planner™
John Tirone John Tirone's Morgan Stanley Experience June 2014 - Present
Job Derivative Trade Support Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
AIG May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, Derivatives, Research, Bloomberg, Financial Analysis, Management, Finance
Education
Loyola University Maryland 2010 — 2014
Bachelor’s Degree, Finance, Graduate
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
AIG May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, Derivatives, Research, Bloomberg, Financial Analysis, Management, Finance
Education
Loyola University Maryland 2010 — 2014
Bachelor’s Degree, Finance, Graduate
Joseph Maier Joseph Maier's Morgan Stanley Experience 2000 - 2001
Job Business Consultant at Chevron
Industry Oil & Energy
Experience
Chevron October 2014 - Present
Cisco Systems April 2013 - March 2014
Houston Wire & Cable May 2012 - March 2013
U.S. Navy August 2001 - February 2012
Morgan Stanley 2000 - 2001
Skills
Navy, Military, DoD, Security Clearance, Program Management, Cross-functional Team..., Aviation, Operations Management, Government, Operational Planning, Process Improvement, Systems Engineering, Military Operations, Strategic Planning, Business Development, Military Experience, Defense, Command, Organizational..., Government Contracting, Information Assurance, National Security, Tactics, Military Training, Helicopters, Leadership, Team Leadership, Logistics
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Business Administration, Management and Operations
Loyola College in Maryland 1997 — 2000
Finance, Business
San Diego State University-California State University 1997 — 1997
Management
Chevron October 2014 - Present
Cisco Systems April 2013 - March 2014
Houston Wire & Cable May 2012 - March 2013
U.S. Navy August 2001 - February 2012
Morgan Stanley 2000 - 2001
Skills
Navy, Military, DoD, Security Clearance, Program Management, Cross-functional Team..., Aviation, Operations Management, Government, Operational Planning, Process Improvement, Systems Engineering, Military Operations, Strategic Planning, Business Development, Military Experience, Defense, Command, Organizational..., Government Contracting, Information Assurance, National Security, Tactics, Military Training, Helicopters, Leadership, Team Leadership, Logistics
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Business Administration, Management and Operations
Loyola College in Maryland 1997 — 2000
Finance, Business
San Diego State University-California State University 1997 — 1997
Management
Jonathan Rossi's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley June 2012 - Present
M&T Bank May 2010 - August 2011
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
St. Joseph's Collegiate Institute 2004 — 2008
Morgan Stanley May 2014 - Present
Morgan Stanley June 2012 - Present
M&T Bank May 2010 - August 2011
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
St. Joseph's Collegiate Institute 2004 — 2008
Michael Constantine Michael Constantine's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Global Arena Capital Corp. September 2014 - December 2014
American Income Life Insurance Company June 2013 - August 2013
Event Services at Loyola University Maryland September 2010 - February 2013
North Riverdale Baseball League April 2007 - September 2012
Dino's Pizza August 2009 - August 2012
Skills
Microsoft Office, Photoshop, Production, Team Leadership, Mathematics, Social Entrepreneurship, Leadership, Microsoft Word, Public Speaking, Microsoft Excel, Time Management, Teamwork, PowerPoint, Social Networking, Customer Service
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Fordham Preparatory School 2006 — 2010
New York State Regents Equivalent Diploma
Morgan Stanley January 2015 - Present
Global Arena Capital Corp. September 2014 - December 2014
American Income Life Insurance Company June 2013 - August 2013
Event Services at Loyola University Maryland September 2010 - February 2013
North Riverdale Baseball League April 2007 - September 2012
Dino's Pizza August 2009 - August 2012
Skills
Microsoft Office, Photoshop, Production, Team Leadership, Mathematics, Social Entrepreneurship, Leadership, Microsoft Word, Public Speaking, Microsoft Excel, Time Management, Teamwork, PowerPoint, Social Networking, Customer Service
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Fordham Preparatory School 2006 — 2010
New York State Regents Equivalent Diploma
Patrick St. Onge Patrick St. Onge's Morgan Stanley Experience April 2015 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Investors Strategy Corporation June 2013 - March 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Estate Planning, Wealth Management, Client Services, Morningstar, Market Research
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Fordham Preparatory School
Morgan Stanley April 2015 - Present
Investors Strategy Corporation June 2013 - March 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Estate Planning, Wealth Management, Client Services, Morningstar, Market Research
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Fordham Preparatory School
Katherine Seymour Katherine Seymour's Morgan Stanley Experience May 2014 - Present
Job Student at Loyola University Maryland
Industry
Experience
Morgan Stanley May 2014 - Present
Legg Mason May 2013 - August 2013
Maria Linz Photography May 2008 - April 2013
With Gratitude June 2012 - August 2012
Baldwin Hardware June 2007 - August 2007
Skills
Community Outreach, Public Speaking, Customer Service, Data Analysis, Organization, Team Leadership, Adobe Creative Suite, Microsoft Office, PowerPoint, Social Networking, Technical Writing, Creative Problem Solving, Solution Implementation
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), International Business
St. Paul's School for Girls 2006 — 2010
TASIS 2003 — 2006
Morgan Stanley May 2014 - Present
Legg Mason May 2013 - August 2013
Maria Linz Photography May 2008 - April 2013
With Gratitude June 2012 - August 2012
Baldwin Hardware June 2007 - August 2007
Skills
Community Outreach, Public Speaking, Customer Service, Data Analysis, Organization, Team Leadership, Adobe Creative Suite, Microsoft Office, PowerPoint, Social Networking, Technical Writing, Creative Problem Solving, Solution Implementation
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), International Business
St. Paul's School for Girls 2006 — 2010
TASIS 2003 — 2006
Frank Kopicki Frank Kopicki's Morgan Stanley Experience July 2014 - November 2014
Job Corporate Treasury Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Morgan Stanley July 2014 - November 2014
Northwestern Mutual May 2013 - December 2013
Loyola University Maryland September 2011 - May 2013
Mount Kisco Country Club May 2010 - August 2012
Mount Pleasant Recreations June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, English, Teamwork, Matlab, Data Analysis, Economics, Statistics, Customer Service, Windows, Financial Analysis, Public Speaking, Social Media, Analysis, HTML, Higher Education, Bearings
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Science (BS), Quantitative Economics
Danish Institute for Study Abroad 2012 — 2012
Quantitative Economics, Fall Semester 2012
Archbishop Stepinac High School 2006 — 2010
J.P. Morgan May 2015 - Present
Morgan Stanley July 2014 - November 2014
Northwestern Mutual May 2013 - December 2013
Loyola University Maryland September 2011 - May 2013
Mount Kisco Country Club May 2010 - August 2012
Mount Pleasant Recreations June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, English, Teamwork, Matlab, Data Analysis, Economics, Statistics, Customer Service, Windows, Financial Analysis, Public Speaking, Social Media, Analysis, HTML, Higher Education, Bearings
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Science (BS), Quantitative Economics
Danish Institute for Study Abroad 2012 — 2012
Quantitative Economics, Fall Semester 2012
Archbishop Stepinac High School 2006 — 2010
Vince Melanson's Morgan Stanley Experience August 1999 - April 2002
Job President
Industry Marketing and Advertising
Experience
Vince Melanson October 2010 - Present
Morgan Stanley August 1999 - April 2002
MBNA America 1990 - 1999
Skills
Marketing Strategy, Leadership, Sales Management, Business Development, Strategic Partnerships, Product Development, Social Media Marketing, Management, Public Relations, Marketing Communications, Online Advertising, Contract Negotiation, Advertising, Sales, Marketing, Strategic Planning
Education
Loyola College in Maryland
Vince Melanson October 2010 - Present
Morgan Stanley August 1999 - April 2002
MBNA America 1990 - 1999
Skills
Marketing Strategy, Leadership, Sales Management, Business Development, Strategic Partnerships, Product Development, Social Media Marketing, Management, Public Relations, Marketing Communications, Online Advertising, Contract Negotiation, Advertising, Sales, Marketing, Strategic Planning
Education
Loyola College in Maryland
Louis Romano, CFP® Louis Romano, CFP®'s Morgan Stanley Experience September 1999 - December 1999
Job Managing Director, Banker J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2000 - Present
Morgan Stanley September 1999 - December 1999
Skills
Wealth Management, Fixed Income, Hedge Funds, Series 7, Equities, Portfolio Management, Alternative Investments, Investments
Education
Loyola College in Maryland 1996 — 2000
BBA, Finance
J.P. Morgan July 2000 - Present
Morgan Stanley September 1999 - December 1999
Skills
Wealth Management, Fixed Income, Hedge Funds, Series 7, Equities, Portfolio Management, Alternative Investments, Investments
Education
Loyola College in Maryland 1996 — 2000
BBA, Finance
Roy Wilkinson IV Roy Wilkinson IV's Morgan Stanley Experience July 2010 - Present
Job Associate Equity Client Cash Processing at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2010 - Present
T. Rowe Price January 2007 - June 2010
T Rowe Price March 2004 - January 2007
Education
Loyola University Maryland 2005 — 2008
Masters, Business Administration
Penn State University 1999 — 2003
Bachelors of Science, Energy Economics
Morgan Stanley July 2010 - Present
T. Rowe Price January 2007 - June 2010
T Rowe Price March 2004 - January 2007
Education
Loyola University Maryland 2005 — 2008
Masters, Business Administration
Penn State University 1999 — 2003
Bachelors of Science, Energy Economics
Eric Breusch's Morgan Stanley Experience January 2010 - August 2011
Job Senior Operational Due Diligence Analyst
Industry Financial Services
Experience
Towers Watson April 2015 - Present
AllianceBernstein September 2011 - April 2015
Morgan Stanley January 2010 - August 2011
Morgan Stanley July 2006 - December 2009
Skills
Fixed Income, Credit Derivatives, Equities, Settlement, Derivatives, Securities, Portfolio Management, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MBA, General Business / Management
Loyola University Maryland 2002 — 2006
BS - Business, Marketing Concentration
Chaminade High School 1998 — 2002
Towers Watson April 2015 - Present
AllianceBernstein September 2011 - April 2015
Morgan Stanley January 2010 - August 2011
Morgan Stanley July 2006 - December 2009
Skills
Fixed Income, Credit Derivatives, Equities, Settlement, Derivatives, Securities, Portfolio Management, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MBA, General Business / Management
Loyola University Maryland 2002 — 2006
BS - Business, Marketing Concentration
Chaminade High School 1998 — 2002
Phil Jakeway IV Phil Jakeway IV's Morgan Stanley Experience February 2007 - August 2008
Job Vice President Operations at The Supporting Cast Inc.
Industry Staffing and Recruiting
Experience
The Supporting Cast January 2011 - Present
The Supporting Cast Inc. August 2008 - January 2011
Morgan Stanley February 2007 - August 2008
ANSERTEAM July 2006 - February 2007
Red Bull New York July 2006 - January 2007
The Pierre Hotel September 2005 - July 2006
Skills
Training, Management, Recruiting, Process Improvement, Sales, CRM, Staffing Services, Temporary Staffing, Human Resources, Conflict Resolution, Business Development, Finance, Employee Training, Market Research, Talent Acquisition, Time Management, Analysis, Hiring, College Recruiting, Temporary Placement, Streamlining, Strategic Planning, Technical Recruiting, Internet Recruiting, Employee Relations, Negotiation, Interviews, Project Planning, Sourcing, Leadership
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
The Supporting Cast January 2011 - Present
The Supporting Cast Inc. August 2008 - January 2011
Morgan Stanley February 2007 - August 2008
ANSERTEAM July 2006 - February 2007
Red Bull New York July 2006 - January 2007
The Pierre Hotel September 2005 - July 2006
Skills
Training, Management, Recruiting, Process Improvement, Sales, CRM, Staffing Services, Temporary Staffing, Human Resources, Conflict Resolution, Business Development, Finance, Employee Training, Market Research, Talent Acquisition, Time Management, Analysis, Hiring, College Recruiting, Temporary Placement, Streamlining, Strategic Planning, Technical Recruiting, Internet Recruiting, Employee Relations, Negotiation, Interviews, Project Planning, Sourcing, Leadership
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Raymond Navarro Raymond Navarro's Morgan Stanley Experience April 2012 - April 2012
Job Corporate Paralegal at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP June 2014 - Present
Government Development Bank for Puerto Rico June 2013 - July 2013
Pan American Grain July 2012 - September 2012
Puerto Rico Federal Affairs Administration June 2012 - July 2012
Morgan Stanley April 2012 - April 2012
Vilella-Janeiro Law Office July 2011 - August 2011
Puerto Rico House of Representatives June 2011 - July 2011
Puerto Rico House of Representatives June 2010 - August 2010
Puerto Rico House of Representatives June 2009 - July 2009
Skills
Accounting, Finance, Information Systems, Big Data Visualization, Twitter Sentiment..., Microsoft Office, Prezi, Budgets, Research, Proposal Writing, Marketing, Corporate Law, Corporate Governance, Economics, Due Diligence, Mergers, Westlaw, Public Speaking
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Universidad de Alcalá 2013 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Cleary Gottlieb Steen & Hamilton LLP June 2014 - Present
Government Development Bank for Puerto Rico June 2013 - July 2013
Pan American Grain July 2012 - September 2012
Puerto Rico Federal Affairs Administration June 2012 - July 2012
Morgan Stanley April 2012 - April 2012
Vilella-Janeiro Law Office July 2011 - August 2011
Puerto Rico House of Representatives June 2011 - July 2011
Puerto Rico House of Representatives June 2010 - August 2010
Puerto Rico House of Representatives June 2009 - July 2009
Skills
Accounting, Finance, Information Systems, Big Data Visualization, Twitter Sentiment..., Microsoft Office, Prezi, Budgets, Research, Proposal Writing, Marketing, Corporate Law, Corporate Governance, Economics, Due Diligence, Mergers, Westlaw, Public Speaking
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Universidad de Alcalá 2013 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Graig Linn Graig Linn's Morgan Stanley Experience July 2006 - July 2009
Job Vice President kyc.com Business Development Implementation Lead
Industry Financial Services
Experience
Markit November 2014 - Present
Markit May 2014 - October 2014
Markit December 2012 - May 2014
GlobeOp Financial Services November 2009 - May 2012
Morgan Stanley July 2006 - July 2009
Morgan Stanley September 2005 - May 2006
Morgan Stanley July 2003 - September 2005
Skills
Bloomberg, MS Office Suite, Swaps, Derivatives, Equities, Credit, FX, Institutional Investors, Fixed Income, Cash Management, Hedge Funds, Strategic Thinking, Clearing, FX Options, Collateral Management, Commodity, Microsoft Office, Settlement, Institutional..., Trading, Finance, Trading Systems, Financial Markets
Education
Loyola University Maryland 1999 — 2003
Bachelor of Business Administration, Concentration in Finance
Monash University 2001 — 2001
International Finance, Junior Year
Markit November 2014 - Present
Markit May 2014 - October 2014
Markit December 2012 - May 2014
GlobeOp Financial Services November 2009 - May 2012
Morgan Stanley July 2006 - July 2009
Morgan Stanley September 2005 - May 2006
Morgan Stanley July 2003 - September 2005
Skills
Bloomberg, MS Office Suite, Swaps, Derivatives, Equities, Credit, FX, Institutional Investors, Fixed Income, Cash Management, Hedge Funds, Strategic Thinking, Clearing, FX Options, Collateral Management, Commodity, Microsoft Office, Settlement, Institutional..., Trading, Finance, Trading Systems, Financial Markets
Education
Loyola University Maryland 1999 — 2003
Bachelor of Business Administration, Concentration in Finance
Monash University 2001 — 2001
International Finance, Junior Year
Justin Riemer Justin Riemer's Morgan Stanley Experience June 2012 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Citigroup Global Markets January 2006 - June 2012
Legg Mason January 2003 - January 2006
Johns Hopkins University May 2002 - January 2003
Skills
Data Analysis, Project Management, People Management, Securities Regulation, Regulatory Requirements, Foreign Exchange, Operational Risk..., International Tax
Education
Loyola University Maryland 2007 — 2011
MBA, Finance
Wake Forest University 1998 — 2002
BA, Economics with minors in Biology and International Studies
Morgan Stanley June 2012 - Present
Citigroup Global Markets January 2006 - June 2012
Legg Mason January 2003 - January 2006
Johns Hopkins University May 2002 - January 2003
Skills
Data Analysis, Project Management, People Management, Securities Regulation, Regulatory Requirements, Foreign Exchange, Operational Risk..., International Tax
Education
Loyola University Maryland 2007 — 2011
MBA, Finance
Wake Forest University 1998 — 2002
BA, Economics with minors in Biology and International Studies
Elena M Irimia, CIMA, AIF, CRPS's Morgan Stanley Experience 2010 - 2013
Job Wealth Management Advisor with TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
J.P. Morgan Chase, N.A. February 2013 - July 2014
NAWBO-NOLA 2012 - 2013
Morgan Stanley 2010 - 2013
Smith Barney Consulting Group 1996 - 2010
Mutual of America 1987 - 1996
Education
Loyola University New Orleans
Tulane University - A.B. Freeman School of Business
TIAA-CREF July 2014 - Present
J.P. Morgan Chase, N.A. February 2013 - July 2014
NAWBO-NOLA 2012 - 2013
Morgan Stanley 2010 - 2013
Smith Barney Consulting Group 1996 - 2010
Mutual of America 1987 - 1996
Education
Loyola University New Orleans
Tulane University - A.B. Freeman School of Business
David Kaminski's Morgan Stanley Experience November 2011 - Present
Job Operations Associate
Industry Investment Banking
Experience
Morgan Stanley November 2011 - Present
Trinitas Hospital September 2009 - November 2011
Skills
Financial Analysis, Financial Modeling, Healthcare, Financial Reporting, Corporate Finance, Equities, Investments, Investment Banking, Capital Markets, Asset Management, Series 7
Education
Loyola University Maryland 2006 — 2008
M.B.A., International Business/Management
Loyola University Maryland 2002 — 2006
B.B.A, Business Administration
Morgan Stanley November 2011 - Present
Trinitas Hospital September 2009 - November 2011
Skills
Financial Analysis, Financial Modeling, Healthcare, Financial Reporting, Corporate Finance, Equities, Investments, Investment Banking, Capital Markets, Asset Management, Series 7
Education
Loyola University Maryland 2006 — 2008
M.B.A., International Business/Management
Loyola University Maryland 2002 — 2006
B.B.A, Business Administration
Kristen Doherty Kristen Doherty's Morgan Stanley Experience May 2004 - August 2004
Job Director Of Merchandise Planning at Aeropostale
Industry Retail
Experience
Aeropostale August 2015 - Present
Aeropostale January 2015 - Present
dELiA*s December 2013 - December 2014
ANN INC. April 2012 - December 2013
ANN INC. December 2010 - April 2012
J.Crew October 2005 - November 2010
The White Whale May 2005 - September 2005
J.Crew 2004 - 2005
Morgan Stanley May 2004 - August 2004
Skills
Fashion, Retail, Merchandise Planning, Merchandising, Visual Merchandising, Management, Apparel, Trend Analysis, Inventory Management, Sales, Store Management, Assortment, Retail Sales
Education
Loyola College in Maryland 2001 — 2005
Bachelor's Degree, Finance, cum laude
Aeropostale August 2015 - Present
Aeropostale January 2015 - Present
dELiA*s December 2013 - December 2014
ANN INC. April 2012 - December 2013
ANN INC. December 2010 - April 2012
J.Crew October 2005 - November 2010
The White Whale May 2005 - September 2005
J.Crew 2004 - 2005
Morgan Stanley May 2004 - August 2004
Skills
Fashion, Retail, Merchandise Planning, Merchandising, Visual Merchandising, Management, Apparel, Trend Analysis, Inventory Management, Sales, Store Management, Assortment, Retail Sales
Education
Loyola College in Maryland 2001 — 2005
Bachelor's Degree, Finance, cum laude
Robert Dunne's Morgan Stanley Experience January 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Stone Harbor Investment Partners May 2014 - August 2014
Uncle Bills Pancake House May 2006 - August 2013
Dunne's Snow Removal January 2005 - January 2012
KC Prime Restaurant Steakhouse September 2007 - May 2010
Skills
Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, Food Service, Management, Leadership, Financial Analysis, Mutual Funds, Fixed Income, Golf, Client Relations Skills, Public Speaking
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
University College Cork 2012 — 2012
Finance, General, Fall Semester Junior Year
West Windsor-Plainsboro High School North 2006 — 2010
Morgan Stanley January 2015 - Present
Stone Harbor Investment Partners May 2014 - August 2014
Uncle Bills Pancake House May 2006 - August 2013
Dunne's Snow Removal January 2005 - January 2012
KC Prime Restaurant Steakhouse September 2007 - May 2010
Skills
Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, Food Service, Management, Leadership, Financial Analysis, Mutual Funds, Fixed Income, Golf, Client Relations Skills, Public Speaking
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
University College Cork 2012 — 2012
Finance, General, Fall Semester Junior Year
West Windsor-Plainsboro High School North 2006 — 2010
Nicholas Bollettieri Nicholas Bollettieri's Morgan Stanley Experience March 2007 - August 2011
Job Director of Analysis at Bidtellect
Industry Marketing and Advertising
Experience
Bidtellect April 2014 - Present
Millennial Media November 2013 - March 2014
Millennial Media February 2013 - October 2013
Millennial Media August 2011 - January 2013
Morgan Stanley March 2007 - August 2011
Skills
Mobile Advertising, Analytics, Advertising, Mobile Devices, Mobile Marketing, Digital Media, Digital Strategy, Digital Marketing, Online Advertising, Web Analytics, Salesforce.com, Start-ups, Lead Generation, Google Analytics, Mobile Applications, User Experience, Mobile Technology, E-commerce, SEM, Strategic Partnerships
Education
Loyola College in Maryland 2003 — 2008
S.J School; Bachelor, Business and Management; Business Economics
Bidtellect April 2014 - Present
Millennial Media November 2013 - March 2014
Millennial Media February 2013 - October 2013
Millennial Media August 2011 - January 2013
Morgan Stanley March 2007 - August 2011
Skills
Mobile Advertising, Analytics, Advertising, Mobile Devices, Mobile Marketing, Digital Media, Digital Strategy, Digital Marketing, Online Advertising, Web Analytics, Salesforce.com, Start-ups, Lead Generation, Google Analytics, Mobile Applications, User Experience, Mobile Technology, E-commerce, SEM, Strategic Partnerships
Education
Loyola College in Maryland 2003 — 2008
S.J School; Bachelor, Business and Management; Business Economics
Meghan Kergides Meghan Kergides's Morgan Stanley Experience November 2003 - September 2011
Job Senior Manager, Learning Engagement Manager at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson September 2015 - Present
Credit Suisse September 2011 - September 2015
Morgan Stanley November 2003 - September 2011
Morgan Stanley 2002 - 2008
Skills
Leadership Development, Talent Management, Program Management, Succession Planning, Onboarding, Executive Coaching, Training, Change Management, Project Management, Employee Relations, Human Resources, Talent Acquisition
Education
Loyola University Maryland 1997 — 2001
Speech Language Pathology, English Literature Minor
Université catholique de Louvain 1999 — 2000
Study Abroad
Holy Family Academy
Johnson & Johnson September 2015 - Present
Credit Suisse September 2011 - September 2015
Morgan Stanley November 2003 - September 2011
Morgan Stanley 2002 - 2008
Skills
Leadership Development, Talent Management, Program Management, Succession Planning, Onboarding, Executive Coaching, Training, Change Management, Project Management, Employee Relations, Human Resources, Talent Acquisition
Education
Loyola University Maryland 1997 — 2001
Speech Language Pathology, English Literature Minor
Université catholique de Louvain 1999 — 2000
Study Abroad
Holy Family Academy
Richard Rhymaun Richard Rhymaun's Morgan Stanley Experience November 2006 - July 2008
Job Vice President Internal Sales at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
Transamerica Retirement Solutions April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Great-West Financial August 2008 - July 2010
Morgan Stanley November 2006 - July 2008
Morgan Stanley May 2005 - November 2006
Diversified Investment Advisors April 2003 - May 2005
Diversified Investment Advisors June 2000 - April 2003
Con Edison Solutions September 1998 - June 2000
Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6
Education
Loyola University New Orleans 1995 — 1997
Mercy College
BS, Organizational Management
Transamerica Retirement Solutions November 2014 - Present
Transamerica Retirement Solutions April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Great-West Financial August 2008 - July 2010
Morgan Stanley November 2006 - July 2008
Morgan Stanley May 2005 - November 2006
Diversified Investment Advisors April 2003 - May 2005
Diversified Investment Advisors June 2000 - April 2003
Con Edison Solutions September 1998 - June 2000
Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6
Education
Loyola University New Orleans 1995 — 1997
Mercy College
BS, Organizational Management
Thomas J. Schneider Thomas J. Schneider's Morgan Stanley Experience January 2015 - Present
Job Trader's Assistant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Morgan Stanley May 2011 - August 2011
John Mini Distinctive Landscapes May 2009 - August 2010
Skills
Derivatives, Bloomberg, Corporate Finance, Equity Valuation, Bloomberg Terminal, Financial Metrics, Microsoft Office 2007, Microsoft Office Excel, Quickbooks, VBA Programming, DTCC, Markit, Reuters, Fixed Income Products, Financial Management, Cash Flow, Investment Properties, Bloomberg Software, Options, Municipal Bonds, Bonds, Operational Risk, ETFs, Securities, Series 7
Education
Loyola College in Maryland 2008 — 2012
BBA, Finance & Economics
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Morgan Stanley May 2011 - August 2011
John Mini Distinctive Landscapes May 2009 - August 2010
Skills
Derivatives, Bloomberg, Corporate Finance, Equity Valuation, Bloomberg Terminal, Financial Metrics, Microsoft Office 2007, Microsoft Office Excel, Quickbooks, VBA Programming, DTCC, Markit, Reuters, Fixed Income Products, Financial Management, Cash Flow, Investment Properties, Bloomberg Software, Options, Municipal Bonds, Bonds, Operational Risk, ETFs, Securities, Series 7
Education
Loyola College in Maryland 2008 — 2012
BBA, Finance & Economics
Diana Edwards's Morgan Stanley Experience June 2004 - October 2006
Job Product Manager at The NPD Group
Industry Marketing and Advertising
Experience
The NPD Group April 2014 - Present
Avon October 2011 - April 2014
Estee Lauder August 2010 - September 2011
Estee Lauder November 2008 - August 2010
Estee Lauder August 2007 - October 2008
Morgan Stanley June 2004 - October 2006
Skills
Cosmetics, Brand Management, Consumer Products, Competitive Analysis, Retail, Brand Development, Marketing, Merchandising, Management, Product Development, Sales
Education
Loyola University Maryland 2000 — 2004
B.S., Finance, Sellinger School of Business
The NPD Group April 2014 - Present
Avon October 2011 - April 2014
Estee Lauder August 2010 - September 2011
Estee Lauder November 2008 - August 2010
Estee Lauder August 2007 - October 2008
Morgan Stanley June 2004 - October 2006
Skills
Cosmetics, Brand Management, Consumer Products, Competitive Analysis, Retail, Brand Development, Marketing, Merchandising, Management, Product Development, Sales
Education
Loyola University Maryland 2000 — 2004
B.S., Finance, Sellinger School of Business
Gregory Leotta's Morgan Stanley Experience January 2015 - Present
Job High Net Worth Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Board of Elections in the City of New York July 2013 - November 2014
Donato Inc November 2013 - May 2014
La Fontana Ristorante May 2006 - November 2013
Loyola University Maryland August 2009 - May 2013
State Senator Andrew Lanza District Office May 2012 - September 2012
Delco Drugs January 2009 - August 2011
Il Piatto September 2010 - May 2011
Loyola University Maryland Event Services September 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Twitter, Mac OS X, Windows, Social Media Marketing, Social Media, PowerPoint, Public Speaking, Access, Event Planning, Research, Social Networking, Teamwork, Marketing, Customer Service, Leadership, Management, Outlook, Analysis
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration, Marketing
Monsignor Farrell High School 2005 — 2009
Morgan Stanley January 2015 - Present
Board of Elections in the City of New York July 2013 - November 2014
Donato Inc November 2013 - May 2014
La Fontana Ristorante May 2006 - November 2013
Loyola University Maryland August 2009 - May 2013
State Senator Andrew Lanza District Office May 2012 - September 2012
Delco Drugs January 2009 - August 2011
Il Piatto September 2010 - May 2011
Loyola University Maryland Event Services September 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Twitter, Mac OS X, Windows, Social Media Marketing, Social Media, PowerPoint, Public Speaking, Access, Event Planning, Research, Social Networking, Teamwork, Marketing, Customer Service, Leadership, Management, Outlook, Analysis
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration, Marketing
Monsignor Farrell High School 2005 — 2009
DJ Comer DJ Comer's Morgan Stanley Experience July 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - July 2015
Morgan Stanley July 2012 - January 2014
C&L Pumps, Valves and Controls July 2011 - July 2012
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (BBA)
Calvert Hall College High School 2003 — 2007
High School
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - July 2015
Morgan Stanley July 2012 - January 2014
C&L Pumps, Valves and Controls July 2011 - July 2012
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (BBA)
Calvert Hall College High School 2003 — 2007
High School
Nash Peyton Nash Peyton's Morgan Stanley Experience June 2013 - Present
Job Finance Analyst Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Skills
Wolfram Mathematica, Stata, SAS Enterprise Miner, Access, Excel, Visio, Microsoft Word, PowerPoint, SAS, Quantitative Analytics, Microsoft Excel, Team Building, Management, Economics, Financial Analysis, Statistics
Education
Loyola College in Maryland 2009 — 2013
BA, Quantitative Economics, Magna Cum Laude
Gilman School
Morgan Stanley June 2013 - Present
Skills
Wolfram Mathematica, Stata, SAS Enterprise Miner, Access, Excel, Visio, Microsoft Word, PowerPoint, SAS, Quantitative Analytics, Microsoft Excel, Team Building, Management, Economics, Financial Analysis, Statistics
Education
Loyola College in Maryland 2009 — 2013
BA, Quantitative Economics, Magna Cum Laude
Gilman School
James Brezicki James Brezicki's Morgan Stanley Experience December 2009 - January 2013
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Morgan Stanley December 2009 - January 2013
Morgan Stanley December 2006 - December 2009
Morgan Stanley April 2004 - December 2006
Wake Forest University July 2003 - March 2004
Skills
Operational Risk, Business Continuity..., Account Reconciliation, Fixed Income, Microsoft Excel, Equities, Securities, Data Analysis, Capital Markets, PowerPoint, Microsoft Office, Financial Risk, Management, Settlement, Process Improvement
Education
Loyola University Maryland 2007 — 2010
MBA, International Business
Loyola University Maryland 1999 — 2003
BA, Economics
Warsaw School of Economics 2002 — 2002
Economics
Wells Fargo March 2013 - Present
Morgan Stanley December 2009 - January 2013
Morgan Stanley December 2006 - December 2009
Morgan Stanley April 2004 - December 2006
Wake Forest University July 2003 - March 2004
Skills
Operational Risk, Business Continuity..., Account Reconciliation, Fixed Income, Microsoft Excel, Equities, Securities, Data Analysis, Capital Markets, PowerPoint, Microsoft Office, Financial Risk, Management, Settlement, Process Improvement
Education
Loyola University Maryland 2007 — 2010
MBA, International Business
Loyola University Maryland 1999 — 2003
BA, Economics
Warsaw School of Economics 2002 — 2002
Economics
Jennifer Palmisano Jennifer Palmisano's Morgan Stanley Experience January 2014 - Present
Job Operations Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley July 2009 - December 2011
Taylor Royall, Inc January 2009 - May 2009
Crum & Forster June 2007 - August 2007
Skills
Prime Brokerage
Education
Loyola University Maryland 2005 — 2009
BBA, Business Management
The Joseph A. Sellinger 2005 — 2009
S. J. School; Bachelor of Business Degree, Business and Management; Management
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley July 2009 - December 2011
Taylor Royall, Inc January 2009 - May 2009
Crum & Forster June 2007 - August 2007
Skills
Prime Brokerage
Education
Loyola University Maryland 2005 — 2009
BBA, Business Management
The Joseph A. Sellinger 2005 — 2009
S. J. School; Bachelor of Business Degree, Business and Management; Management
Greg Wareheim's Morgan Stanley Experience January 1998 - July 2001
Job Sales Manager 1800PackRat
Industry Packaging and Containers
Experience
1-800-Pack-Rat January 2008 - Present
All American Power Washing, Inc. June 2003 - Present
Wachovia, A Wells Fargo Company July 2001 - February 2003
Morgan Stanley January 1998 - July 2001
BGE January 1989 - January 1998
H.W. Wright and Co., Ltd. June 1980 - January 1989
Skills
Sales, Customer Service, Portfolio Management, Marketing Strategy, Valuation, Management, Sales Management, Start-ups, Microsoft Office, Selling, Sales Operations, Retail
Education
Loyola University Maryland 1976 — 1980
BA, Business Administration
St. Paul's School 1969 — 1976
1-800-Pack-Rat January 2008 - Present
All American Power Washing, Inc. June 2003 - Present
Wachovia, A Wells Fargo Company July 2001 - February 2003
Morgan Stanley January 1998 - July 2001
BGE January 1989 - January 1998
H.W. Wright and Co., Ltd. June 1980 - January 1989
Skills
Sales, Customer Service, Portfolio Management, Marketing Strategy, Valuation, Management, Sales Management, Start-ups, Microsoft Office, Selling, Sales Operations, Retail
Education
Loyola University Maryland 1976 — 1980
BA, Business Administration
St. Paul's School 1969 — 1976
Thomas Marcotte's Morgan Stanley Experience June 2014 - Present
Job Fixed Income Securities Analyst at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley June 2014 - Present
Bloomberg LP July 2013 - April 2014
Meridian Energy Brokers July 2013 - April 2014
Value Drugs Pharmacy & Family Center June 2008 - December 2013
Town of Eastchester March 2013 - August 2013
Town of Eastchester January 2009 - August 2012
Eastchester Volunteer Ambulance Corps May 2009 - November 2009
Skills
Critical Thinking, PowerPoint, Social Media Marketing, Customer Service, Computers, Statistics, Interpersonal Skill, Access, Microsoft Office, Microsoft Excel, Thomson Reuters Eikon..., Spanish-speaking, Bloomberg Terminal, Bloomberg, Public Speaking, Presentations, Marketing, Spanish, Event Planning
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Universidad de Alcalá 2012 — 2012
Spanish Language and Literature
Iona Preparatory School 2006 — 2010
Morgan Stanley June 2014 - Present
Bloomberg LP July 2013 - April 2014
Meridian Energy Brokers July 2013 - April 2014
Value Drugs Pharmacy & Family Center June 2008 - December 2013
Town of Eastchester March 2013 - August 2013
Town of Eastchester January 2009 - August 2012
Eastchester Volunteer Ambulance Corps May 2009 - November 2009
Skills
Critical Thinking, PowerPoint, Social Media Marketing, Customer Service, Computers, Statistics, Interpersonal Skill, Access, Microsoft Office, Microsoft Excel, Thomson Reuters Eikon..., Spanish-speaking, Bloomberg Terminal, Bloomberg, Public Speaking, Presentations, Marketing, Spanish, Event Planning
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Universidad de Alcalá 2012 — 2012
Spanish Language and Literature
Iona Preparatory School 2006 — 2010
Jeffery Chiles Jeffery Chiles's Morgan Stanley Experience January 2013 - July 2013
Job Finance Operations Analyst
Industry Financial Services
Experience
Morgan Stanley January 2013 - July 2013
Evergreen Advisors September 2010 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Leadership, Management, Microsoft Excel, Social Networking, Research, Analysis, Financial Modeling, Time Management, Trading, Business Analysis, Data Analysis, Social Media, Financial Reporting, Access
Education
Loyola University Maryland 2007 — 2011
Bachelor's Degree, Finance, General, U.S. Capital Markets, 3.63
C. Milton Wright High Schoool 2003 — 2007
High School, General Studies, 3.93 GPA
Morgan Stanley January 2013 - July 2013
Evergreen Advisors September 2010 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Leadership, Management, Microsoft Excel, Social Networking, Research, Analysis, Financial Modeling, Time Management, Trading, Business Analysis, Data Analysis, Social Media, Financial Reporting, Access
Education
Loyola University Maryland 2007 — 2011
Bachelor's Degree, Finance, General, U.S. Capital Markets, 3.63
C. Milton Wright High Schoool 2003 — 2007
High School, General Studies, 3.93 GPA
Patrick J. Bittel Patrick J. Bittel's Morgan Stanley Experience September 2014 - Present
Job Fixed Income Trader's Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley June 2012 - September 2014
Morgan Stanley June 2011 - August 2011
Met-Chem Inc. June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Access, Leadership, Data Analysis
Education
Loyola College in Maryland 2008 — 2012
B.B.A., Finance, General
Newcastle University
Morgan Stanley September 2014 - Present
Morgan Stanley June 2012 - September 2014
Morgan Stanley June 2011 - August 2011
Met-Chem Inc. June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Access, Leadership, Data Analysis
Education
Loyola College in Maryland 2008 — 2012
B.B.A., Finance, General
Newcastle University
Danny O'Keefe's Morgan Stanley Experience May 2013 - September 2013
Job Assistant Vice President at City National Bank
Industry Banking
Experience
City National Bank July 2014 - Present
Loyola University Maryland January 2012 - May 2014
Morgan Stanley May 2013 - September 2013
Skills
Economics, Microsoft Excel, Microsoft Office, Financial Modeling, Research, Statistics, Financial Analysis, Market Research, Finance, PowerPoint
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics
Loyola High School 2006 — 2010
City National Bank July 2014 - Present
Loyola University Maryland January 2012 - May 2014
Morgan Stanley May 2013 - September 2013
Skills
Economics, Microsoft Excel, Microsoft Office, Financial Modeling, Research, Statistics, Financial Analysis, Market Research, Finance, PowerPoint
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics
Loyola High School 2006 — 2010
Scott Elsey Scott Elsey's Morgan Stanley Experience May 2015 - Present
Job Operations Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Loyola University Maryland February 2014 - Present
TESSCO Technologies May 2014 - September 2014
The Landing Bar & Grill May 2013 - September 2013
Sunset Island Resort May 2013 - August 2013
Number 5 Restaurant October 2010 - September 2012
Skills
Supervisory Skills, Organizational..., Microsoft Office, Team Management, Team Leadership, Time Management, Leadership, PowerPoint, Training, Analysis, Administration, Microsoft Excel, Budget Process, Event Planning, Public Speaking
Education
Loyola University Maryland 2012 — 2016
Finance, General
Morgan Stanley May 2015 - Present
Loyola University Maryland February 2014 - Present
TESSCO Technologies May 2014 - September 2014
The Landing Bar & Grill May 2013 - September 2013
Sunset Island Resort May 2013 - August 2013
Number 5 Restaurant October 2010 - September 2012
Skills
Supervisory Skills, Organizational..., Microsoft Office, Team Management, Team Leadership, Time Management, Leadership, PowerPoint, Training, Analysis, Administration, Microsoft Excel, Budget Process, Event Planning, Public Speaking
Education
Loyola University Maryland 2012 — 2016
Finance, General
Meghan Cavanagh Meghan Cavanagh's Morgan Stanley Experience January 2007 - November 2009
Job Investor Relations Associate at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company October 2014 - Present
Fortress Investment Group April 2013 - October 2014
Beam Financial Solutions June 2012 - April 2013
Lily Pond Capital November 2009 - June 2012
Morgan Stanley January 2007 - November 2009
UBS June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Bloomberg, Imagine Trading Systems
Education
Loyola University Maryland 2003 — 2007
BBA, Marketing
Siguler Guff & Company October 2014 - Present
Fortress Investment Group April 2013 - October 2014
Beam Financial Solutions June 2012 - April 2013
Lily Pond Capital November 2009 - June 2012
Morgan Stanley January 2007 - November 2009
UBS June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Bloomberg, Imagine Trading Systems
Education
Loyola University Maryland 2003 — 2007
BBA, Marketing
Elizabeth Ford's Morgan Stanley Experience June 2015 - Present
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Loyola University Maryland May 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Teamwork, English, Statistical Modeling, Marketing, Stata, Portfolio Management, Leadership, Analysis, Financial Analysis, Public Speaking
Education
Loyola University Maryland 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Morgan Stanley June 2015 - Present
Loyola University Maryland May 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Social Media, Teamwork, English, Statistical Modeling, Marketing, Stata, Portfolio Management, Leadership, Analysis, Financial Analysis, Public Speaking
Education
Loyola University Maryland 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
William (Bill) Eitze William (Bill) Eitze's Morgan Stanley Experience February 1999 - February 2005
Job Financial Advisor First Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2005 - Present
Morgan Stanley February 1999 - February 2005
Merrill Lynch August 1995 - February 1999
Carl M. Freeman Associates January 1990 - April 1995
Skills
Retirement Planning, Alternative Investments, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Financial Advisory, Retirement Plan...
Education
University of Maryland School of Law 1987 — 1991
Doctor of Law (JD)
University of Baltimore 1984 — 1985
Master of Science (MS)
Loyola College in Maryland 1979 — 1983
Bachelor of Arts (BA), Accounting
Wells Fargo Advisors February 2005 - Present
Morgan Stanley February 1999 - February 2005
Merrill Lynch August 1995 - February 1999
Carl M. Freeman Associates January 1990 - April 1995
Skills
Retirement Planning, Alternative Investments, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Financial Advisory, Retirement Plan...
Education
University of Maryland School of Law 1987 — 1991
Doctor of Law (JD)
University of Baltimore 1984 — 1985
Master of Science (MS)
Loyola College in Maryland 1979 — 1983
Bachelor of Arts (BA), Accounting
Timothy McKinley Timothy McKinley's Morgan Stanley Experience May 2013 - December 2013
Job Consultant at Capco
Industry Financial Services
Experience
Capco June 2014 - Present
Rabobank January 2014 - April 2014
Morgan Stanley May 2013 - December 2013
Morgan Stanley September 2011 - May 2013
Morgan Stanley June 2008 - September 2011
Skills
Bloomberg, Equities, Valuation, Fixed Income, Emerging Markets, Operational Risk, Risk Management, Finance, Strategy, Banking, Financial Risk, Capital Markets, Securities
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Economics
Capco June 2014 - Present
Rabobank January 2014 - April 2014
Morgan Stanley May 2013 - December 2013
Morgan Stanley September 2011 - May 2013
Morgan Stanley June 2008 - September 2011
Skills
Bloomberg, Equities, Valuation, Fixed Income, Emerging Markets, Operational Risk, Risk Management, Finance, Strategy, Banking, Financial Risk, Capital Markets, Securities
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Economics
Kaitlin Beckert Kaitlin Beckert's Morgan Stanley Experience December 2010 - January 2012
Job Treasury Operations Supervisor
Industry Financial Services
Experience
HedgeServ February 2012 - Present
Morgan Stanley December 2010 - January 2012
Morgan Stanley July 2009 - December 2010
Morgan Stanley - GWM July 2008 - August 2008
Sneaker Factory May 2007 - August 2008
Synchronoss Technologies June 2006 - August 2006
Skills
Risk Management, Derivatives
Education
Loyola College in Maryland 2005 — 2009
BBA, Finance
HedgeServ February 2012 - Present
Morgan Stanley December 2010 - January 2012
Morgan Stanley July 2009 - December 2010
Morgan Stanley - GWM July 2008 - August 2008
Sneaker Factory May 2007 - August 2008
Synchronoss Technologies June 2006 - August 2006
Skills
Risk Management, Derivatives
Education
Loyola College in Maryland 2005 — 2009
BBA, Finance
Matthew D'Emic, Jr. Matthew D'Emic, Jr.'s Morgan Stanley Experience September 2014 - Present
Job Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley September 2014 - Present
Sullivan Papain Block McGrath & Cannavo P.C. September 2012 - August 2014
Brooklyn District Attorney's Office January 2008 - August 2012
Skills
Litigation, Civil Litigation, Legal Research, Personal Injury, Legal Writing, Trial Practice, Courts, Westlaw, Product Liability, Trials, Personal Injury..., Torts, Criminal Law, Hearings, Lexis
Education
New York Law School 2004 — 2007
Doctor of Law (JD)
Loyola College in Maryland 2000 — 2004
Morgan Stanley September 2014 - Present
Sullivan Papain Block McGrath & Cannavo P.C. September 2012 - August 2014
Brooklyn District Attorney's Office January 2008 - August 2012
Skills
Litigation, Civil Litigation, Legal Research, Personal Injury, Legal Writing, Trial Practice, Courts, Westlaw, Product Liability, Trials, Personal Injury..., Torts, Criminal Law, Hearings, Lexis
Education
New York Law School 2004 — 2007
Doctor of Law (JD)
Loyola College in Maryland 2000 — 2004
John Vaccaro John Vaccaro's Morgan Stanley Experience March 2013 - Present
Job Par Loan Trading Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley June 2011 - December 2011
Loyola University Maryland Phonathon January 2008 - June 2011
Morgan Stanley June 2010 - August 2010
Education
Loyola University Maryland 2007 — 2011
B.B.A., Finance
Syracuse University of Florence 2010 — 2010
Chaminade High School 2003 — 2007
Morgan Stanley March 2013 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley June 2011 - December 2011
Loyola University Maryland Phonathon January 2008 - June 2011
Morgan Stanley June 2010 - August 2010
Education
Loyola University Maryland 2007 — 2011
B.B.A., Finance
Syracuse University of Florence 2010 — 2010
Chaminade High School 2003 — 2007
Will Brewster Will Brewster's Morgan Stanley Experience 2010 - 2012
Job Executive Recruiter at Daversa Partners
Industry Venture Capital & Private Equity
Experience
Daversa Partners 2013 - Present
BNY Mellon 2013 - 2013
Morgan Stanley 2010 - 2012
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
Fairfield College Preparatory School
Daversa Partners 2013 - Present
BNY Mellon 2013 - 2013
Morgan Stanley 2010 - 2012
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
Fairfield College Preparatory School
Victor Tabeling, MBA's Morgan Stanley Experience February 2007 - August 2011
Job Sales and Marketing Manager at Delaware Diamond Knives, Inc.
Industry Research
Experience
Delaware Diamond Knives, Inc. June 2013 - Present
StarCompliance August 2011 - July 2013
Morgan Stanley February 2007 - August 2011
Ameriprise Financial Advisors November 2006 - March 2007
Opti-Fi Networks March 2005 - November 2006
Skills
Vendor Management, Statistics, Microsoft Excel, Microsoft Office, Process Improvement, Budgets, Access, Analysis, Accounting, Visio, Data Analysis, Business Analysis, Business Strategy, Financial Modeling, Finance, Customer Service, Technical Support, Relationship Management, CRM, Cross-functional Team..., Management, Product Management, Business Process..., SQL, Strategic Planning, Business Development, Program Management, Team Leadership, Software Documentation, Team Management, Sales, Business Intelligence, Leadership, Account Reconciliation, Project Planning, Training, Analytics, Operations Management, Marketing
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, Gen. Management
Loyola College in Maryland 2001 — 2005
BA, Economics, General Business Minor
Delaware Diamond Knives, Inc. June 2013 - Present
StarCompliance August 2011 - July 2013
Morgan Stanley February 2007 - August 2011
Ameriprise Financial Advisors November 2006 - March 2007
Opti-Fi Networks March 2005 - November 2006
Skills
Vendor Management, Statistics, Microsoft Excel, Microsoft Office, Process Improvement, Budgets, Access, Analysis, Accounting, Visio, Data Analysis, Business Analysis, Business Strategy, Financial Modeling, Finance, Customer Service, Technical Support, Relationship Management, CRM, Cross-functional Team..., Management, Product Management, Business Process..., SQL, Strategic Planning, Business Development, Program Management, Team Leadership, Software Documentation, Team Management, Sales, Business Intelligence, Leadership, Account Reconciliation, Project Planning, Training, Analytics, Operations Management, Marketing
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, Gen. Management
Loyola College in Maryland 2001 — 2005
BA, Economics, General Business Minor
Jim Mellendick Jim Mellendick's Morgan Stanley Experience 2004 - 2009
Job VP, Affluent Sales Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - June 2013
Morgan Stanley Smith Barney 2011 - July 2012
Wells Fargo Advisors 2009 - 2011
Morgan Stanley 2004 - 2009
Skills
Series 7, 401k, Retirement Planning, Series 66, Series 31, Wealth Management, Uniform Combined State..., FINRA, Series 63, Finance, Securities, Investments, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Fixed Annuities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Equities, Mutual Funds
Education
Loyola College in Maryland 2000 — 2004
BBA, Cum Laude, Finance
Mt. St. Joseph High School 1996 — 2000
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - June 2013
Morgan Stanley Smith Barney 2011 - July 2012
Wells Fargo Advisors 2009 - 2011
Morgan Stanley 2004 - 2009
Skills
Series 7, 401k, Retirement Planning, Series 66, Series 31, Wealth Management, Uniform Combined State..., FINRA, Series 63, Finance, Securities, Investments, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Fixed Annuities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Equities, Mutual Funds
Education
Loyola College in Maryland 2000 — 2004
BBA, Cum Laude, Finance
Mt. St. Joseph High School 1996 — 2000
John Lenart John Lenart's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry International Trade and Development
Experience
Morgan Stanley June 2013 - Present
Loyola University Maryland September 2012 - May 2013
Transamerica May 2012 - August 2012
Acme Supermarkets June 2008 - August 2010
Skills
Access, Microsoft Office, Management, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Research, Data Analysis, Social Media, Financial Analysis, Event Planning, Facebook, Outlook, Public Speaking
Education
Loyola College in Maryland 2009 — 2013
Business, International Business, Minor in Information Systems
American University of Paris 2011 — 2011
Business
Bishop Eustace Preparatory 2005 — 2009
Morgan Stanley June 2013 - Present
Loyola University Maryland September 2012 - May 2013
Transamerica May 2012 - August 2012
Acme Supermarkets June 2008 - August 2010
Skills
Access, Microsoft Office, Management, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Research, Data Analysis, Social Media, Financial Analysis, Event Planning, Facebook, Outlook, Public Speaking
Education
Loyola College in Maryland 2009 — 2013
Business, International Business, Minor in Information Systems
American University of Paris 2011 — 2011
Business
Bishop Eustace Preparatory 2005 — 2009
Tom Garvey Tom Garvey's Morgan Stanley Experience March 2006 - June 2007
Job Control Officer
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Macquarie Bank June 2007 - June 2015
Morgan Stanley March 2006 - June 2007
JPMorgan May 2000 - February 2006
Robertson Stephens January 1997 - May 2000
National Association of Securities Dealers February 1993 - November 1996
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
St Mary's Boys H.S.
JPMorgan Chase & Co. June 2015 - Present
Macquarie Bank June 2007 - June 2015
Morgan Stanley March 2006 - June 2007
JPMorgan May 2000 - February 2006
Robertson Stephens January 1997 - May 2000
National Association of Securities Dealers February 1993 - November 1996
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
St Mary's Boys H.S.
Ryan Boulay Ryan Boulay's Morgan Stanley Experience March 2014 - April 2015
Job Associate
Industry Financial Services
Experience
Marriott International April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley July 2011 - March 2014
Loch Raven Skeet and Trap Center Inc August 2007 - July 2011
Capital Financial Partners, LLC July 2010 - May 2011
Skills
HTML, VBA, Microsoft Office, Matlab, Bloomberg, Analysis, Finance, Fixed Income, Research, Strategic Financial..., Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Investment Banking
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Finance, General
Loyola College in Maryland 2007 — 2011
BBA, Business Economics
Baltimore Lutheran High School
High School Diploma
Marriott International April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley July 2011 - March 2014
Loch Raven Skeet and Trap Center Inc August 2007 - July 2011
Capital Financial Partners, LLC July 2010 - May 2011
Skills
HTML, VBA, Microsoft Office, Matlab, Bloomberg, Analysis, Finance, Fixed Income, Research, Strategic Financial..., Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Investment Banking
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Finance, General
Loyola College in Maryland 2007 — 2011
BBA, Business Economics
Baltimore Lutheran High School
High School Diploma
Lance Paddock Lance Paddock's Morgan Stanley Experience February 2001 - November 2003
Job CEO of Thompson Creek Wealth Advisors
Industry Investment Management
Experience
Thompson Creek Wealth Advisors 2009 - Present
Peters Wealth Advisors November 2003 - July 2009
Morgan Stanley February 2001 - November 2003
Achieving Excellence August 1991 - November 2002
Skills
Asset Management, Alternative Investments, Asset Allocation, Investment Management, Wealth Management, Manager Selection, Alternative Investment..., Economic History, Investment Strategies, Wealth, Strategy, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Asset Managment, Financial Advisory, Securities, Wealth Management..., Finance, ETFs, Economics
Education
University of Oklahoma 1987 — 1989
Loyola University New Orleans 1983 — 1985
Baton Rouge High School 1978 — 1983
Thompson Creek Wealth Advisors 2009 - Present
Peters Wealth Advisors November 2003 - July 2009
Morgan Stanley February 2001 - November 2003
Achieving Excellence August 1991 - November 2002
Skills
Asset Management, Alternative Investments, Asset Allocation, Investment Management, Wealth Management, Manager Selection, Alternative Investment..., Economic History, Investment Strategies, Wealth, Strategy, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Asset Managment, Financial Advisory, Securities, Wealth Management..., Finance, ETFs, Economics
Education
University of Oklahoma 1987 — 1989
Loyola University New Orleans 1983 — 1985
Baton Rouge High School 1978 — 1983
Nicholas Gaudino's Morgan Stanley Experience May 2011 - July 2013
Job Director Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Morgan Stanley May 2011 - July 2013
Morgan Stanley September 2010 - May 2011
Morgan Stanley April 2008 - September 2010
Morgan Stanley October 2006 - December 2008
Morgan Stanley October 2005 - October 2006
Morgan Stanley October 2003 - October 2005
Skills
Banking, Structured Finance, CDS, Capital Markets, Collateral Management, Credit, Credit Derivatives, Derivatives, Financial Risk, Fixed Income, Funding, Interest Rate..., Leadership, Middle Office, Settlement, Trading, Risk Management, Management
Education
Loyola University Maryland
MIS
Wells Fargo July 2013 - Present
Morgan Stanley May 2011 - July 2013
Morgan Stanley September 2010 - May 2011
Morgan Stanley April 2008 - September 2010
Morgan Stanley October 2006 - December 2008
Morgan Stanley October 2005 - October 2006
Morgan Stanley October 2003 - October 2005
Skills
Banking, Structured Finance, CDS, Capital Markets, Collateral Management, Credit, Credit Derivatives, Derivatives, Financial Risk, Fixed Income, Funding, Interest Rate..., Leadership, Middle Office, Settlement, Trading, Risk Management, Management
Education
Loyola University Maryland
MIS
Kyle Noonan Kyle Noonan's Morgan Stanley Experience January 2015 - Present
Job Consultant Fixed Income
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
T. Rowe Price Associates August 2014 - January 2015
T. Rowe Price November 2011 - August 2014
T. Rowe Price November 2009 - November 2011
Skills
Investment Operations, Microsoft Excel, Mutual Funds, Financial Analysis, Series 7, Series 63, Series 6, Creativity Skills, Customer Service, Time Management, Investments, Customer Satisfaction, Microsoft Office, Writing, Fixed Income, Investment Management
Education
Loyola University Maryland
Master of Business Administration (MBA), Finance
Towson University 2002 — 2006
Bachelor of Science (B.S.), Electronic Media
Morgan Stanley January 2015 - Present
T. Rowe Price Associates August 2014 - January 2015
T. Rowe Price November 2011 - August 2014
T. Rowe Price November 2009 - November 2011
Skills
Investment Operations, Microsoft Excel, Mutual Funds, Financial Analysis, Series 7, Series 63, Series 6, Creativity Skills, Customer Service, Time Management, Investments, Customer Satisfaction, Microsoft Office, Writing, Fixed Income, Investment Management
Education
Loyola University Maryland
Master of Business Administration (MBA), Finance
Towson University 2002 — 2006
Bachelor of Science (B.S.), Electronic Media
James Bahr James Bahr's Morgan Stanley Experience September 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
The Warner Companies June 2013 - November 2013
Wasabi Ventures, LLC May 2012 - May 2013
UBS Wealth Management August 2012 - December 2012
Ice World January 2006 - May 2011
Loyola University Maryland September 2009 - December 2010
Whitman, Requardt & Associates, LLP June 2010 - September 2010
Skills
Microsoft Excel, Market Research, Investments, Finance, Start-ups, Research, Valuation, PowerPoint, Sales, Social Networking, Accounting, Recruiting, Program Management, Coaching, Portfolio Management, Equities, Time Management, Venture Capital, Microsoft Word, Healing Touch, Mutual Funds, Microsoft Office, Bloomberg Terminal
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Calvert Hall College High School 2005 — 2009
Morgan Stanley September 2014 - Present
The Warner Companies June 2013 - November 2013
Wasabi Ventures, LLC May 2012 - May 2013
UBS Wealth Management August 2012 - December 2012
Ice World January 2006 - May 2011
Loyola University Maryland September 2009 - December 2010
Whitman, Requardt & Associates, LLP June 2010 - September 2010
Skills
Microsoft Excel, Market Research, Investments, Finance, Start-ups, Research, Valuation, PowerPoint, Sales, Social Networking, Accounting, Recruiting, Program Management, Coaching, Portfolio Management, Equities, Time Management, Venture Capital, Microsoft Word, Healing Touch, Mutual Funds, Microsoft Office, Bloomberg Terminal
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Calvert Hall College High School 2005 — 2009
Jamie Libby Jamie Libby's Morgan Stanley Experience January 2014 - Present
Job Foreign Exchange Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Microsoft Office, Teamwork
Education
Loyola University Maryland 2010 — 2014
Morgan Stanley January 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Microsoft Office, Teamwork
Education
Loyola University Maryland 2010 — 2014
Lauren Mozer Lauren Mozer's Morgan Stanley Experience June 2015 - Present
Job Client Relationship Manager Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley October 2010 - Present
Morgan Stanley July 2007 - October 2010
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Morgan Stanley June 2015 - Present
Morgan Stanley October 2010 - Present
Morgan Stanley July 2007 - October 2010
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Tyler Grason's Morgan Stanley Experience January 2014 - April 2015
Job Analyst at LMM LLC
Industry Financial Services
Experience
LMM LLC April 2015 - Present
Morgan Stanley January 2014 - April 2015
Morgan Stanley July 2011 - January 2014
JMI Equity September 2010 - July 2011
Skills
Financial Modeling, Portfolio Management, Valuation, Equities, Bloomberg, Hedge Funds, Financial Analysis, Bloomberg Terminal, Fixed Income, Investments, Capital Markets, Series 7
Education
Loyola University Maryland 2007 — 2011
BBA Finance, Sellinger School of Management
Boys' Latin School of Maryland 2000 — 2007
LMM LLC April 2015 - Present
Morgan Stanley January 2014 - April 2015
Morgan Stanley July 2011 - January 2014
JMI Equity September 2010 - July 2011
Skills
Financial Modeling, Portfolio Management, Valuation, Equities, Bloomberg, Hedge Funds, Financial Analysis, Bloomberg Terminal, Fixed Income, Investments, Capital Markets, Series 7
Education
Loyola University Maryland 2007 — 2011
BBA Finance, Sellinger School of Management
Boys' Latin School of Maryland 2000 — 2007
Thomas M. Defino Thomas M. Defino's Morgan Stanley Experience June 2013 - July 2013
Job Sales Associate at Theory
Industry Marketing and Advertising
Experience
Theory October 2015 - Present
ClearPoint May 2014 - August 2014
Spring Lake Golf Club June 2012 - August 2013
Berkeley Township Beach Patrol June 2011 - August 2013
Morgan Stanley June 2013 - July 2013
Skills
Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, Market Research, Product Development, Product Marketing, Project Management, Sales, Sales Management, Digital Marketing, Marketing Strategy, Marketing, Communication, Sales Process
Education
Loyola University Maryland
Bachelor’s Degree
Theory October 2015 - Present
ClearPoint May 2014 - August 2014
Spring Lake Golf Club June 2012 - August 2013
Berkeley Township Beach Patrol June 2011 - August 2013
Morgan Stanley June 2013 - July 2013
Skills
Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, Market Research, Product Development, Product Marketing, Project Management, Sales, Sales Management, Digital Marketing, Marketing Strategy, Marketing, Communication, Sales Process
Education
Loyola University Maryland
Bachelor’s Degree
Maggie Hanlon's Morgan Stanley Experience October 2007 - May 2008
Job Associate Director HR at Ipreo
Industry Human Resources
Experience
Ipreo February 2013 - Present
Omnicom Media Group June 2011 - February 2013
Madison Square Garden June 2008 - June 2011
Morgan Stanley October 2007 - May 2008
Skills
Employee Relations, Human Resources, Personnel Management, Talent Management, Onboarding, Recruiting, Talent Acquisition, Social Media, Administration, College Recruiting, Interviews, Employee Engagement, Applicant Tracking..., New Hire Orientations, HR Policies, Internet Recruiting
Education
Loyola University Maryland 2004 — 2008
BA, Communications and French
Loyola University Maryland 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Ipreo February 2013 - Present
Omnicom Media Group June 2011 - February 2013
Madison Square Garden June 2008 - June 2011
Morgan Stanley October 2007 - May 2008
Skills
Employee Relations, Human Resources, Personnel Management, Talent Management, Onboarding, Recruiting, Talent Acquisition, Social Media, Administration, College Recruiting, Interviews, Employee Engagement, Applicant Tracking..., New Hire Orientations, HR Policies, Internet Recruiting
Education
Loyola University Maryland 2004 — 2008
BA, Communications and French
Loyola University Maryland 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Brent Keator's Morgan Stanley Experience December 2005 - Present
Job
Industry Information Technology and Services
Experience
eXelate July 2013 - Present
Morgan Stanley December 2005 - Present
Morgan Stanley December 2003 - December 2005
Loyola University March 2003 - June 2003
Education
Loyola University New Orleans 2000 — 2003
University of New Orleans 1998 — 2000
eXelate July 2013 - Present
Morgan Stanley December 2005 - Present
Morgan Stanley December 2003 - December 2005
Loyola University March 2003 - June 2003
Education
Loyola University New Orleans 2000 — 2003
University of New Orleans 1998 — 2000
Kevin Martz's Morgan Stanley Experience September 2000 - Present
Job Institutional and Retail Sales
Industry Investment Management
Experience
Morgan Stanley September 2000 - Present
Skills
Securities, Financial Modeling, Risk Management, Banking, Financial Analysis, Credit, Finance, Strategy, Leadership, Entrepreneurship
Education
Loyola College in Maryland 1979 — 1981
MBA, Finance, General, Summa Cum Laude
Loyola University Maryland 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley September 2000 - Present
Skills
Securities, Financial Modeling, Risk Management, Banking, Financial Analysis, Credit, Finance, Strategy, Leadership, Entrepreneurship
Education
Loyola College in Maryland 1979 — 1981
MBA, Finance, General, Summa Cum Laude
Loyola University Maryland 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
David M Seerman's Morgan Stanley Experience November 2005 - November 2006
Job Real Estate Sales Manager, Dorado Beach, a RitzCarlton Reserve
Industry Real Estate
Experience
Dorado Beach Resort November 2010 - Present
The Ritz-Carlton Grand Cayman November 2008 - March 2010
The Kor Group November 2006 - June 2008
Morgan Stanley November 2005 - November 2006
Skills
Real Estate, Residential Homes, Sales, Finance, Real Estate Development, Luxury, Selling, Negotiation, Contract Negotiation, Investment Properties, Marketing Strategy, Sales Management, Property Management, Marketing, Investments, Real Estate Transactions
Education
Loyola University New Orleans 2001 — 2005
Dorado Beach Resort November 2010 - Present
The Ritz-Carlton Grand Cayman November 2008 - March 2010
The Kor Group November 2006 - June 2008
Morgan Stanley November 2005 - November 2006
Skills
Real Estate, Residential Homes, Sales, Finance, Real Estate Development, Luxury, Selling, Negotiation, Contract Negotiation, Investment Properties, Marketing Strategy, Sales Management, Property Management, Marketing, Investments, Real Estate Transactions
Education
Loyola University New Orleans 2001 — 2005
Jennifer Trnka's Morgan Stanley Experience 2004 - 2006
Job Vice President at JPMorgan
Industry Accounting
Experience
JPMorgan February 2006 - Present
Morgan Stanley 2004 - 2006
PricewaterhouseCoopers LLP 1998 - 2004
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Fund Accounting, Derivatives, Valuation, Due Diligence, Mutual Funds, Investments, Financial Reporting, Fund Of Funds
Education
Loyola College in Maryland 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
JPMorgan February 2006 - Present
Morgan Stanley 2004 - 2006
PricewaterhouseCoopers LLP 1998 - 2004
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Fund Accounting, Derivatives, Valuation, Due Diligence, Mutual Funds, Investments, Financial Reporting, Fund Of Funds
Education
Loyola College in Maryland 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Rob Futia's Morgan Stanley Experience November 2009 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
JMI Equity May 2008 - February 2009
Legg Mason Capital Management January 2008 - April 2008
Education
Loyola University Maryland 2006 — 2008
Union College 2004 — 2006
Morgan Stanley November 2009 - Present
JMI Equity May 2008 - February 2009
Legg Mason Capital Management January 2008 - April 2008
Education
Loyola University Maryland 2006 — 2008
Union College 2004 — 2006
John Tomson's Morgan Stanley Experience June 2006 - September 2009
Job Assistant Project Manager at Toll Brothers
Industry Real Estate
Experience
Toll Brothers January 2014 - Present
Hirtle, Callaghan & Co. December 2010 - January 2014
KeyBanc Capital Markets September 2009 - December 2010
Morgan Stanley June 2006 - September 2009
Morgan Stanley June 2006 - September 2009
Skills
Fixed Income
Education
Villanova University 2010 — 2012
MBA, Finance, Strategic Management & International Business
Loyola University Maryland 2002 — 2006
BBA, Finance
Toll Brothers January 2014 - Present
Hirtle, Callaghan & Co. December 2010 - January 2014
KeyBanc Capital Markets September 2009 - December 2010
Morgan Stanley June 2006 - September 2009
Morgan Stanley June 2006 - September 2009
Skills
Fixed Income
Education
Villanova University 2010 — 2012
MBA, Finance, Strategic Management & International Business
Loyola University Maryland 2002 — 2006
BBA, Finance
Steven Pravetz's Morgan Stanley Experience January 2015 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Fortress Investment Group April 2013 - November 2014
Citco Fund Services June 2012 - May 2013
Morgan Stanley March 2010 - June 2012
Morgan StanleyB October 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Western Asset Management June 2008 - September 2008
Skills
GMI, Derivatives, Operations Training, Fixed Income, Treasury, Investments, Equities, Hedge Funds, Financial Analysis, Finance, Alternative Investments, Options, Portfolio Management, Equity Derivatives, Capital Markets
Education
CFA Level II Candidate 2015
Loyola University Maryland 2005 — 2009
B.B.A., Business Economics
Universidad de Alcalá 2008 — 2008
Morgan Stanley January 2015 - Present
Fortress Investment Group April 2013 - November 2014
Citco Fund Services June 2012 - May 2013
Morgan Stanley March 2010 - June 2012
Morgan StanleyB October 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Western Asset Management June 2008 - September 2008
Skills
GMI, Derivatives, Operations Training, Fixed Income, Treasury, Investments, Equities, Hedge Funds, Financial Analysis, Finance, Alternative Investments, Options, Portfolio Management, Equity Derivatives, Capital Markets
Education
CFA Level II Candidate 2015
Loyola University Maryland 2005 — 2009
B.B.A., Business Economics
Universidad de Alcalá 2008 — 2008
Paul Dircks, CFA's Morgan Stanley Experience October 2006 - November 2009
Job Senior Research Associate at William Blair and Company
Industry Financial Services
Experience
William Blair and Company April 2011 - Present
Sterne Agee November 2009 - April 2011
Morgan Stanley October 2006 - November 2009
Skills
Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Finance, Capital Markets, Investments, Securities, Institutional Accounts, Institutional..., Strategic Relationships, Sales Presentations, Equities, Equity Research, Strategy, Due Diligence, Equity Valuation, Valuation, Investor Relations, Series 7, Series 63, Series 65, Series 86, Series 87, Financial Analysis, Financial Modeling, Financial Forecasting, Data Analysis, Business Development, Client Services, Bloomberg, FactSet, Microsoft Excel, Qualitative Research, Writing, Professional Mentoring, Travel
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
William Blair and Company April 2011 - Present
Sterne Agee November 2009 - April 2011
Morgan Stanley October 2006 - November 2009
Skills
Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Finance, Capital Markets, Investments, Securities, Institutional Accounts, Institutional..., Strategic Relationships, Sales Presentations, Equities, Equity Research, Strategy, Due Diligence, Equity Valuation, Valuation, Investor Relations, Series 7, Series 63, Series 65, Series 86, Series 87, Financial Analysis, Financial Modeling, Financial Forecasting, Data Analysis, Business Development, Client Services, Bloomberg, FactSet, Microsoft Excel, Qualitative Research, Writing, Professional Mentoring, Travel
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Maria Lykos's Morgan Stanley Experience February 2007 - May 2007
Job Analyst at National Grid
Industry Utilities
Experience
National Grid June 2009 - Present
CareFirst BlueCross BlueShield September 2008 - May 2009
Madison National Bank June 2007 - September 2008
Morgan Stanley February 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Education
Loyola University Maryland 2005 — 2009
University of International Business and Economics
National Grid June 2009 - Present
CareFirst BlueCross BlueShield September 2008 - May 2009
Madison National Bank June 2007 - September 2008
Morgan Stanley February 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Education
Loyola University Maryland 2005 — 2009
University of International Business and Economics
Robert Pravetz's Morgan Stanley Experience February 2006 - May 2006
Job Credit Market Sales at UBS
Industry Capital Markets
Experience
UBS July 2015 - Present
RBS Global Banking & Markets December 2009 - June 2015
RBS Greenwich Capital January 2007 - December 2009
Amaranth May 2006 - October 2006
Morgan Stanley February 2006 - May 2006
Citgroup Asset Management 2005 - 2005
UBS Investment Bank June 2004 - September 2004
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Capital Markets
Education
Loyola University Maryland 2002 — 2006
BA, Finance
UBS July 2015 - Present
RBS Global Banking & Markets December 2009 - June 2015
RBS Greenwich Capital January 2007 - December 2009
Amaranth May 2006 - October 2006
Morgan Stanley February 2006 - May 2006
Citgroup Asset Management 2005 - 2005
UBS Investment Bank June 2004 - September 2004
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Capital Markets
Education
Loyola University Maryland 2002 — 2006
BA, Finance
Jason Graveley's Morgan Stanley Experience April 2011 - August 2012
Job BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP August 2012 - Present
Morgan Stanley April 2011 - August 2012
Morgan Stanley February 2006 - April 2011
Bank of America June 2005 - December 2005
Skills
Fixed Income, Structured Products, Trading, Derivatives, Capital Markets, Equities, Bloomberg, Hedge Funds, Operational Risk, Financial Services, Risk Management, Finance, Securities, Credit Derivatives, Options, Bonds
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Monash University 2004 — 2004
BlueCrest Capital Management, LLP August 2012 - Present
Morgan Stanley April 2011 - August 2012
Morgan Stanley February 2006 - April 2011
Bank of America June 2005 - December 2005
Skills
Fixed Income, Structured Products, Trading, Derivatives, Capital Markets, Equities, Bloomberg, Hedge Funds, Operational Risk, Financial Services, Risk Management, Finance, Securities, Credit Derivatives, Options, Bonds
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Monash University 2004 — 2004
Jenna Russotto's Morgan Stanley Experience June 2014 - Present
Job Vice President
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2006 - May 2014
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Securities, Bloomberg, Wealth Management, Bonds, Investments, FINRA, Asset Allocation, ETFs, Trading, Options, Derivatives
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration, Marketing
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2006 - May 2014
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Securities, Bloomberg, Wealth Management, Bonds, Investments, FINRA, Asset Allocation, ETFs, Trading, Options, Derivatives
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration, Marketing
Gene Gaeta's Morgan Stanley Experience 1995 - 1997
Job Principal at SUMMIT CAPITAL
Industry Investment Management
Experience
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
Jennifer Yuen, PMP's Morgan Stanley Experience July 2005 - May 2009
Job Management Consultant at CSC
Industry Management Consulting
Experience
CSC July 2011 - Present
Robert H. Smith School of Business December 2010 - May 2011
Robert H. Smith School of Business September 2009 - May 2011
Foliage Design June 2010 - August 2010
Morgan Stanley July 2005 - May 2009
Ernst & Young March 2005 - July 2005
Marriott Hotels June 2004 - August 2004
Skills
Management Consulting, Business Process..., Performance Metrics, Bloomberg, Access, SAS, SPSS, PowerPoint, Financial Analysis, Valuation, Team Building, Cross-functional Team..., Quality Assurance, Microsoft Excel, Project Management, Data Mining, Data Analytics, Business Intelligence, Risk Management, Data Analysis, Analysis, Team-oriented, Project Planning, Entrepreneurship
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Finance and Strategy
Loyola University Maryland 2001 — 2005
BBA, Business Administration, Minor Economics
University of Auckland 2004 — 2004
Study Abroad
CSC July 2011 - Present
Robert H. Smith School of Business December 2010 - May 2011
Robert H. Smith School of Business September 2009 - May 2011
Foliage Design June 2010 - August 2010
Morgan Stanley July 2005 - May 2009
Ernst & Young March 2005 - July 2005
Marriott Hotels June 2004 - August 2004
Skills
Management Consulting, Business Process..., Performance Metrics, Bloomberg, Access, SAS, SPSS, PowerPoint, Financial Analysis, Valuation, Team Building, Cross-functional Team..., Quality Assurance, Microsoft Excel, Project Management, Data Mining, Data Analytics, Business Intelligence, Risk Management, Data Analysis, Analysis, Team-oriented, Project Planning, Entrepreneurship
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Finance and Strategy
Loyola University Maryland 2001 — 2005
BBA, Business Administration, Minor Economics
University of Auckland 2004 — 2004
Study Abroad
Michael Seltman's Morgan Stanley Experience October 2007 - June 2008
Job Management Consultant
Industry Management Consulting
Experience
PwC June 2014 - Present
T Rowe Price July 2008 - February 2010
Morgan Stanley October 2007 - June 2008
Wells Fargo June 2007 - October 2007
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Loyola University Maryland 2004 — 2008
BBA, Finance, Political Science
PwC June 2014 - Present
T Rowe Price July 2008 - February 2010
Morgan Stanley October 2007 - June 2008
Wells Fargo June 2007 - October 2007
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Loyola University Maryland 2004 — 2008
BBA, Finance, Political Science
William Britton's Morgan Stanley Experience January 2011 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley January 2008 - January 2011
Morgan Stanley June 2005 - January 2008
Morgan Stanley January 2005 - June 2005
Legg Mason September 2004 - December 2004
Skills
Credit Derivatives, Risk Management, Equity Derivatives, Collateral Management
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley January 2011 - Present
Morgan Stanley January 2008 - January 2011
Morgan Stanley June 2005 - January 2008
Morgan Stanley January 2005 - June 2005
Legg Mason September 2004 - December 2004
Skills
Credit Derivatives, Risk Management, Equity Derivatives, Collateral Management
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin M. Kelly's Morgan Stanley Experience 2002 - 2003
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust April 2008 - Present
Suntrust Private Client Services 2004 - 2008
Morgan Stanley 2002 - 2003
Walsh Manning 1997 - 2000
Skills
Trading, Loans, Commercial Lending, Wealth Management, Private Banking, Equities, Asset Management, Banking, Financial Planning, Financial Analysis, Finance, Credit, Investments, Portfolio Management, Securities, Series 7
Education
Loyola University Maryland 1990 — 1994
Seaside National Bank & Trust April 2008 - Present
Suntrust Private Client Services 2004 - 2008
Morgan Stanley 2002 - 2003
Walsh Manning 1997 - 2000
Skills
Trading, Loans, Commercial Lending, Wealth Management, Private Banking, Equities, Asset Management, Banking, Financial Planning, Financial Analysis, Finance, Credit, Investments, Portfolio Management, Securities, Series 7
Education
Loyola University Maryland 1990 — 1994
H. Anne Latham's Morgan Stanley Experience June 2010 - April 2012
Job Senior Analyst, Demand Planning at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. April 2014 - Present
Tiffany & Co. April 2012 - April 2014
Morgan Stanley June 2010 - April 2012
Gap Inc May 2007 - September 2010
Loyola University Maryland Office of Graduate Admissions August 2009 - May 2010
Cushman & Wakefield August 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Fixed Income, Financial Modeling, Financial Reporting, Risk Management
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Finance
University of Newcastle-upon-Tyne
Business Administration and Management, General
Tiffany & Co. April 2014 - Present
Tiffany & Co. April 2012 - April 2014
Morgan Stanley June 2010 - April 2012
Gap Inc May 2007 - September 2010
Loyola University Maryland Office of Graduate Admissions August 2009 - May 2010
Cushman & Wakefield August 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Fixed Income, Financial Modeling, Financial Reporting, Risk Management
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Finance
University of Newcastle-upon-Tyne
Business Administration and Management, General
Eve Soutar's Morgan Stanley Experience September 2010 - January 2013
Job Manager, Customer Care Element Fleet Management
Industry Consumer Services
Experience
Element Fleet Management January 2013 - Present
Morgan Stanley September 2010 - January 2013
Morgan Stanley July 2006 - August 2010
Skills
Operations Management, Client Services, Manage Client..., Fixed Income, Equities, CRM, Business Performance..., Strategy, Client Service Oriented, Management, Training, Call Centers, Process Improvement
Education
Loyola University Maryland 2007 — 2009
MBA, Management
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Marketing
Element Fleet Management January 2013 - Present
Morgan Stanley September 2010 - January 2013
Morgan Stanley July 2006 - August 2010
Skills
Operations Management, Client Services, Manage Client..., Fixed Income, Equities, CRM, Business Performance..., Strategy, Client Service Oriented, Management, Training, Call Centers, Process Improvement
Education
Loyola University Maryland 2007 — 2009
MBA, Management
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Marketing
Kevin Sorgi's Morgan Stanley Experience January 2007 - May 2007
Job Vice President Citigroup
Industry Investment Banking
Experience
Citi July 2010 - Present
Deloitte December 2009 - June 2010
Deloitte August 2008 - November 2009
Citi June 2007 - August 2007
Morgan Stanley January 2007 - May 2007
Citi June 2006 - August 2006
Skills
Series 7, Series 63, Series 79, Notary Public, FINRA, Finance, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Management, Bloomberg, Derivatives, Valuation
Education
Loyola College in Maryland 2004 — 2008
BBA, Finance
Darien High School 2000 — 2004
Diploma
Citi July 2010 - Present
Deloitte December 2009 - June 2010
Deloitte August 2008 - November 2009
Citi June 2007 - August 2007
Morgan Stanley January 2007 - May 2007
Citi June 2006 - August 2006
Skills
Series 7, Series 63, Series 79, Notary Public, FINRA, Finance, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Management, Bloomberg, Derivatives, Valuation
Education
Loyola College in Maryland 2004 — 2008
BBA, Finance
Darien High School 2000 — 2004
Diploma
Renato Leggi, CFA's Morgan Stanley Experience November 2010 - July 2012
Job Vice President, Investments at Capital One
Industry Investment Management
Experience
Capital One July 2012 - Present
Morgan Stanley November 2010 - July 2012
Nomura June 2010 - November 2010
Legg Mason July 2007 - June 2010
Skills
Investment Management, Alternative Investments, Equity Research, Portfolio Optimization, Portfolio Management, Asset Allocation, Manage Client..., Hedge Funds, Due Diligence, Valuation, Mergers & Acquisitions, Equities, Fixed Income, Bloomberg, Financial Analysis, Financial Markets, Investments, Management, Trading
Education
Loyola University Maryland 2007 — 2009
Master of Science in Finance, GPA: 3.9
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration, Accounting, GPA: 3.6
Capital One July 2012 - Present
Morgan Stanley November 2010 - July 2012
Nomura June 2010 - November 2010
Legg Mason July 2007 - June 2010
Skills
Investment Management, Alternative Investments, Equity Research, Portfolio Optimization, Portfolio Management, Asset Allocation, Manage Client..., Hedge Funds, Due Diligence, Valuation, Mergers & Acquisitions, Equities, Fixed Income, Bloomberg, Financial Analysis, Financial Markets, Investments, Management, Trading
Education
Loyola University Maryland 2007 — 2009
Master of Science in Finance, GPA: 3.9
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration, Accounting, GPA: 3.6
Paul Kouch's Morgan Stanley Experience July 2005 - Present
Job Executive Director at Morgan Stanley
Industry
Experience
Morgan Stanley July 2005 - Present
Education
Loyola University Maryland 2001 — 2005
Morgan Stanley July 2005 - Present
Education
Loyola University Maryland 2001 — 2005
Michael Waskiewicz's Morgan Stanley Experience March 2012 - Present
Job ISG Product Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Winged Foot Golf Club May 2004 - January 2012
Barton Cotton February 2011 - April 2011
RBC Capital Markets January 2011 - January 2011
Coffey Pugliese Inc. December 2009 - July 2010
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Access, Financial Modeling, Accounting, Facebook, Social Networking, Bloomberg Terminal, Bloomberg, Research, Financial Reporting, Outlook, Corporate Finance, Finance
Education
Loyola University Maryland 2007 — 2011
BA, General Business
Monash University 2009 — 2009
Fordham Preparatory School (HS) 2003 — 2007
Morgan Stanley March 2012 - Present
Winged Foot Golf Club May 2004 - January 2012
Barton Cotton February 2011 - April 2011
RBC Capital Markets January 2011 - January 2011
Coffey Pugliese Inc. December 2009 - July 2010
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Access, Financial Modeling, Accounting, Facebook, Social Networking, Bloomberg Terminal, Bloomberg, Research, Financial Reporting, Outlook, Corporate Finance, Finance
Education
Loyola University Maryland 2007 — 2011
BA, General Business
Monash University 2009 — 2009
Fordham Preparatory School (HS) 2003 — 2007
Paul Musella's Morgan Stanley Experience August 2011 - November 2012
Job Risk Manager IMG at The Vanguard Group
Industry Financial Services
Experience
Vanguard November 2012 - Present
Morgan Stanley August 2011 - November 2012
Morgan Stanley December 2009 - August 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley June 2005 - December 2007
Skills
Credit Derivatives, Equity Derivatives, Counterparty Risk, Collateral Management, Interest Rate..., Risk Management
Education
Loyola College in Maryland 2001 — 2005
Finance, Economics
Vanguard November 2012 - Present
Morgan Stanley August 2011 - November 2012
Morgan Stanley December 2009 - August 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley June 2005 - December 2007
Skills
Credit Derivatives, Equity Derivatives, Counterparty Risk, Collateral Management, Interest Rate..., Risk Management
Education
Loyola College in Maryland 2001 — 2005
Finance, Economics
Dylan Palumbo's Morgan Stanley Experience January 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Bloomberg, Microsoft Word, Data Analysis, Financial Analysis, Analysis, Access, Risk Management, Outlook, Leadership, Fixed Income, Sales, Facebook, Series 7, Series 63, Series 3
Education
Loyola University Maryland 2007 — 2011
Delbarton 2001 — 2007
Morgan Stanley January 2014 - Present
Morgan Stanley June 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Bloomberg, Microsoft Word, Data Analysis, Financial Analysis, Analysis, Access, Risk Management, Outlook, Leadership, Fixed Income, Sales, Facebook, Series 7, Series 63, Series 3
Education
Loyola University Maryland 2007 — 2011
Delbarton 2001 — 2007
Megan Donnelly Child's Morgan Stanley Experience November 1999 - April 2013
Job Senior Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC July 2014 - Present
Morgan Stanley November 1999 - April 2013
Skills
Equities, Series 63, Capital Markets, Series 7, Hedge Funds, Equity Trading, Investment Banking, Prime Brokerage, Electronic Trading, Bloomberg, FINRA, Trading Systems
Education
Loyola University Maryland 1991 — 1995
Oak Knoll School
BTIG, LLC July 2014 - Present
Morgan Stanley November 1999 - April 2013
Skills
Equities, Series 63, Capital Markets, Series 7, Hedge Funds, Equity Trading, Investment Banking, Prime Brokerage, Electronic Trading, Bloomberg, FINRA, Trading Systems
Education
Loyola University Maryland 1991 — 1995
Oak Knoll School
Don Schink's Morgan Stanley Experience May 2011 - August 2012
Job Risk Control Analyst at Morgan Stanley
Industry Financial Services
Experience
Viega August 2012 - Present
Morgan Stanley May 2011 - August 2012
Morgan Stanley August 2009 - May 2011
Morgan Stanley October 2008 - May 2009
Merrill Lynch July 2008 - October 2008
Education
Loyola College in Maryland 2005 — 2009
BBA, International Business & Finance
Viega August 2012 - Present
Morgan Stanley May 2011 - August 2012
Morgan Stanley August 2009 - May 2011
Morgan Stanley October 2008 - May 2009
Merrill Lynch July 2008 - October 2008
Education
Loyola College in Maryland 2005 — 2009
BBA, International Business & Finance
George(Greg) Jenkins 111's Morgan Stanley Experience June 1972 - August 1979
Job Senior Vice PresidentInvestment Management Consultant At Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1981 - Present
E.F. Hutton September 1979 - October 1981
Morgan Stanley June 1972 - August 1979
Education
Loyola College in Maryland 1967 — 1971
ba, pol science
Loyola College in Maryland 1967 — 1971
ba
Morgan Stanley Smith Barney November 1981 - Present
E.F. Hutton September 1979 - October 1981
Morgan Stanley June 1972 - August 1979
Education
Loyola College in Maryland 1967 — 1971
ba, pol science
Loyola College in Maryland 1967 — 1971
ba
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
Brian Chadwick's Morgan Stanley Experience May 2012 - Present
Job Managing Director at Morgan Stanley
Industry
Experience
Morgan Stanley May 2012 - Present
Goldman Sachs April 2007 - April 2011
Lehman Brothers August 1998 - April 2007
Skills
Training, Strategic Planning, Investments, Event Planning, Social Media Marketing, Negotiation, Account Management, Marketing, Sales, Social Media, New Business Development, Microsoft Excel, Team Building, Budgets, Management, Marketing Strategy, Sales Management, Research, Event Management, Advertising, Public Speaking, Customer Service, Project Management, Leadership, Marketing Communications, Public Relations, Business Strategy
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising
Morgan Stanley May 2012 - Present
Goldman Sachs April 2007 - April 2011
Lehman Brothers August 1998 - April 2007
Skills
Training, Strategic Planning, Investments, Event Planning, Social Media Marketing, Negotiation, Account Management, Marketing, Sales, Social Media, New Business Development, Microsoft Excel, Team Building, Budgets, Management, Marketing Strategy, Sales Management, Research, Event Management, Advertising, Public Speaking, Customer Service, Project Management, Leadership, Marketing Communications, Public Relations, Business Strategy
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising
Miguel I. Peschiera's Morgan Stanley Experience 2007 - 2010
Job Strategic Initiatives and Technology Solutions
Industry Insurance
Experience
CBIZ Life Insurance Solutions, Inc November 2012 - Present
Baltimore City Public Schools 2010 - 2012
Morgan Stanley 2007 - 2010
Skills
Special Education, Lesson Planning, Curriculum Design, Curriculum Development, Classroom Management, IEP, Elementary Education, Educational Leadership, Differentiated..., Literacy, Classroom, Tutoring, Spanish
Education
Baltimore City Teaching Residency (BCTR) 2010 — 2011
Alternative Certification for Early Chilldhood Development (Pre K - 3rd), Early Childhood Education and Teaching
Loyola College in Maryland
Bachelor of Arts (B.A.), Psychology
CBIZ Life Insurance Solutions, Inc November 2012 - Present
Baltimore City Public Schools 2010 - 2012
Morgan Stanley 2007 - 2010
Skills
Special Education, Lesson Planning, Curriculum Design, Curriculum Development, Classroom Management, IEP, Elementary Education, Educational Leadership, Differentiated..., Literacy, Classroom, Tutoring, Spanish
Education
Baltimore City Teaching Residency (BCTR) 2010 — 2011
Alternative Certification for Early Chilldhood Development (Pre K - 3rd), Early Childhood Education and Teaching
Loyola College in Maryland
Bachelor of Arts (B.A.), Psychology
Phillip Garabedian's Morgan Stanley Experience June 2008 - June 2013
Job Vice President, Loan Trading Documentation at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan July 2013 - January 2015
Morgan Stanley June 2008 - June 2013
Education
Loyola College in Maryland 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan February 2015 - Present
J.P. Morgan July 2013 - January 2015
Morgan Stanley June 2008 - June 2013
Education
Loyola College in Maryland 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Erin Ehrhardt's Morgan Stanley Experience May 2015 - Present
Job Analyst at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley May 2015 - Present
C.H. Robinson May 2013 - May 2015
Education
Loyola University Maryland 2009 — 2013
Speech-Language Pathology and Audiology
Morgan Stanley May 2015 - Present
C.H. Robinson May 2013 - May 2015
Education
Loyola University Maryland 2009 — 2013
Speech-Language Pathology and Audiology
Noreen Frost's Morgan Stanley Experience 2003 - 2009
Job Partner at WMS Partners
Industry Investment Management
Experience
WMS Partners 2009 - Present
Morgan Stanley 2003 - 2009
Deutsche Bank Alex Brown 2000 - 2003
Institutional Portfolio Management February 1996 - December 1999
Duff & Phelps 1994 - 1996
Alex Brown and Sons 1983 - 1993
Education
Loyola University Maryland
MBA, Finance
The George Washington University
M.A.
The Johns Hopkins University
B.A.
Maryvale Preparatory School
WMS Partners 2009 - Present
Morgan Stanley 2003 - 2009
Deutsche Bank Alex Brown 2000 - 2003
Institutional Portfolio Management February 1996 - December 1999
Duff & Phelps 1994 - 1996
Alex Brown and Sons 1983 - 1993
Education
Loyola University Maryland
MBA, Finance
The George Washington University
M.A.
The Johns Hopkins University
B.A.
Maryvale Preparatory School
Kyle Carpenter's Morgan Stanley Experience January 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
BancorpSouth July 2011 - January 2014
Education
Jesuit High School
Diploma
Loyola University New Orleans
BA
Villanova University
Morgan Stanley January 2014 - Present
BancorpSouth July 2011 - January 2014
Education
Jesuit High School
Diploma
Loyola University New Orleans
BA
Villanova University
John Ehrhardt's Morgan Stanley Experience September 2013 - Present
Job Security Settlements Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley September 2013 - Present
Associate Global Systems November 2012 - September 2013
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, Teamwork
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley September 2013 - Present
Morgan Stanley September 2013 - Present
Associate Global Systems November 2012 - September 2013
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, Teamwork
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS