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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Morgan Stanley Employees
Datanyze January 2015 - Present
Yelp.com October 2013 - December 2014
Yelp May 2012 - September 2013
Alpine Meadows Ski Resort October 2011 - April 2012
UC Davis September 2008 - June 2011
Holman Management Consulting March 2010 - June 2010
Morgan Stanley January 2010 - March 2010
Skills
Dedication to..., Management, Sales, Market Research, Facebook, Budgets, Cold Calling, PowerPoint, Microsoft Office, Business Planning, Leadership, Sales Operations, Business Development, Analysis, Finance, Team Leadership, CRM, Access, Social Media, Data Analysis, Direct Sales, Microsoft Word, Team Management, Press Releases, Social Networking, Negotiation, Salesforce.com, Microsoft Excel, Baskets
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics, Communications
Universiteit Maastricht 2010 — 2010
School of Business and Economics
Archbishop Mitty 2003 — 2007
High School
NYS Department of State December 2014 - Present
AT&T July 2014 - December 2014
Hewlett-Packard January 2013 - June 2014
Morgan Stanley March 2010 - December 2012
Philips Lifeline 2010 - 2011
Skills
java, J2EE Application..., Struts, Spring, Hibernate, Web Services, Ant, Eclipse, RAD, Flex, JMS, WebSphere Application..., Weblogic, DB2, Sybase, JUnit, EasyMock, Cairngorm
Education
Madurai Kamaraj University 2003 — 2006
Master of Computer Applications (MCA), Computer Science
TVS lakshmi matriculation higher secondary school
UBS January 2012 - Present
Morgan Stanley January 2004 - January 2012
Education
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Chartered Mutual Fund Counselor (CMFC)
Lynn University 2005 — 2006
Master of Business Administration (MBA), Financial Valuation and Investment Management
Lynn University 2001 — 2003
Bachelor of Science (BS) Business Administration, Computer Management Systems and Business Management, Magna Cum Laude
BlackRock May 2010 - Present
Morgan Stanley February 2009 - April 2010
Morgan Stanley Investment Management October 2007 - February 2009
Skills
Separately Managed..., Equities, Fixed Income, Alternative Investments, Bloomberg, Microsoft Office, Microsoft Excel, Investments, Asset Allocation, Series 7
Education
Marist College 2003 — 2007
Bachelor of Science
Macquarie University
Barclays Investment Bank June 2012 - Present
Morgan Stanley January 2006 - May 2012
Thomson Reuters July 2000 - December 2005
Skills
Unix, Market Data, Disaster Recovery, Perl, Solaris, Linux, SDLC, Virtualization, Shell Scripting, Enterprise Architecture, Agile Methodologies, Unix Shell Scripting, DB2, Java, Requirements Analysis, Sybase, GWT, JSP development, Actimize, Web Development, Web Services, Autosys, Hibernate, Spring, Project Management, Software Engineering, MySQL, JSP
Education
Manhattan College 2000 — 2004
Master's degree, Computer Engineering
NBCUniversal, Inc. December 2012 - Present
Morgan Stanley December 2008 - May 2012
Morgan Stanley July 2005 - November 2008
Ernst & Young April 2004 - June 2005
Bartle Bogle Hegarty June 2002 - April 2004
Skills
Equities, Hedge Funds, Finance, Trading, Securities, Bloomberg, Securities Lending, Series 7, Financial Analysis, Series 63, Risk, Financial Markets, Auditing, Pivot Tables, Microsoft Excel, Series 65, Financial Modeling, Data Analysis, Budgets, Team Management, Revenue Analysis, Process Improvement, Business Analysis, Business Operations, Project Management, G/L Reconciliations, Financial Reporting, Forecasting, Long Range Planning, Personal Financial..., Financial Planning, Inventory Management, Inventory Analysis, Efficiency, SAP, SAP BW, BlackLine, Management, Analysis, Investments, Strategy
Education
Manhattan College 1998 — 2002
BS, Finance and Computer Information Systems
Morgan Stanley June 2013 - Present
New York Life Insurance Company February 2013 - June 2013
Adelphi University May 2011 - September 2012
Xanga April 2010 - August 2010
Chowder Inc. December 2009 - March 2010
Skills
Human Resources, Research, Psychology, Organization &..., Leadership Development, Cognitive Psychology, Solid computer skills, Clinical Research, Communication Skills, Oral & Written..., Developmental Psychology, Online Journalism, Team Leadership, Statistics, Research Design, Data Management, Qualitative Research, Counseling Psychology, Business Journalism, Microsoft Excel, Business Objects, PeopleSoft, Workday, HRIS, Communication, Interviews, Long Term Care Insurance
Education
Adelphi University 2011 — 2012
Master's degree, Psychology HR Focus, 4.0
Manhattan College 2007 — 2011
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs, 3.3
Morgan Stanley May 2015 - Present
Group 1 Automotive June 2013 - March 2015
Nazars Fine Jewlrey 2010 - 2011
Mac Hiak Chevrolet 2010 - 2010
D&S Woodworks 2009 - 2009
Campus Living Villages 2008 - 2008
Skills
MS Office Suite, PowerPoint skills, MS Outlook, PowerPoint, Outlook, Graphic Design, Microsoft Office, Customer Satisfaction, Sales, Negotiation, Cold Calling, Risk Management, Microsoft Excel, Microsoft Word, Leadership, Management, Lead Generation, Sales Management, Customer Service, Social Media Marketing
Education
Lynn University 2007 — 2012
Bachelor of Science, Business Administration
Houston Christian 2003 — 2007
St. Francis Episcopal School
St. Francis Episcopal School
Tremor Video February 2015 - Present
Tremor Video July 2013 - January 2015
Workbridge Associates September 2012 - July 2013
NBCUniversal, Inc. June 2012 - July 2012
Morgan Stanley October 2011 - December 2011
Skills
Account Management, Online Advertising, Sales, Business Development, Digital Media, Marketing Strategy, Video Advertising, Strategic Partnerships, Digital Strategy, Digital Marketing, Salesforce.com, Online Video Strategy, Mobile Advertising, Ad Exchanges, Ad Networks, Lead Generation, DoubleClick, Twitter, Social Media, comScore, Media & Entertainment, Talent Acquisition, Public Speaking, Digital Video, Programmatic Advertising
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Political Science - International Relations
Lund University 2010 — 2010
Language, Culture and Cinema
G.C.Andersen Partners LLC May 2011 - January 2014
Augusta & Co January 2003 - September 2010
Clayton Dubilier & Rice April 2000 - December 2002
Morgan Stanley August 1986 - March 2000
Skills
Investment Banking, Corporate Development, Equities, Mergers & Acquisitions, Entrepreneurship, Management, Venture Capital, Financial Modeling, Due Diligence, Private Equity, M&A experience, Financial Structuring, Mergers, Capital Markets, Hedge Funds, Equity Capital Markets, Energy, LBO, Restructuring, Corporate Finance, Renewable Energy, Valuation
Education
Ludwig-Maximilians Universität München 1979 — 1984
Diplomkaufmann, Business and Administration
Aigner Chocolates November 2009 - Present
Morgan Stanley November 2007 - October 2009
Foot Locker August 2004 - October 2007
Skills
Nonprofits, PowerPoint, Leadership Development, Public Speaking, Social Media, Windows, Photoshop, Microsoft Excel, Microsoft Office, Marketing Communications, Outlook, Negotiation, Financial Analysis, Customer Service, C++, Project Management, Strategic Planning
Education
Manhattan College 2001 — 2004
Bachelor's degree, Finance, Computer Information Systems, 3.84
GFI Group December 2013 - Present
JPMorgan Chase March 2013 - December 2013
Morgan Stanley June 2012 - February 2013
Nomura Securities December 2011 - June 2012
Quest Diagnostics June 2011 - December 2011
Viacom 18 Media Private Limited January 2009 - January 2011
Boeing August 2008 - January 2009
The University of Cambridge March 2008 - August 2008
EF Education First July 2007 - March 2008
Aptara February 2006 - July 2007
Skills
Spring, Hibernate, BlazeDS, JavaScript, XML, Java, HTML, SQL, Flash, AngularJS, CSS Less, AJAX, JSON, jQuery, jQuery UI, GruntJS, XSLT, HTML5, CSS 2/CSS 3, Struts, Servlets, JSP, JSTL, Node.js, Agile Methodologies, ActionScript, Flex, JUnit, Spring Framework, ReactJS, RequireJS, Browserify, Prototype.js
Education
Maharshi Dayanand University 2006 — 2009
Master of Computer Applications (M.C.A.) Part Time, Computer Science, First Class
IACSD 2005 — 2006
Computer Diploma (Full Time), Computer Science
Maharshi Dayanand University 2001 — 2004
Bachelor's degree ( Full Time), Computer Science, First Class
Herrick, Feinstein LLP April 2015 - Present
Barclays Investment Bank December 2014 - April 2015
Morgan Stanley April 2013 - December 2014
Skills
Information Technology, Microsoft Office, Outlook, Active Directory, Windows 7 Migration, Microsoft Excel, Customer Service, Project Coordination, Windows XP, SharePoint
Education
Monmouth University 2008 — 2012
Bachelor's Degree, Healthcare/Information Technology, 3.8
Macquarie University 2011 — 2012
Australia, Public Health/Information Technology, 3.2
Monsignor Farrell High School 2004 — 2008
High School, 3.2
Great Keepsakes Photography January 2013 - Present
Morgan Stanley August 2012 - February 2013
Morgan Stanley 1993 - 2007
Skills
Project Management, Vendor Management, Financial Analysis, Management, Microsoft Excel
Education
Manhattan College 1989 — 1993
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
Maria Regina HS 1985 — 1989
Bachelor of Science (B.S.)
Virtus Investment Partners October 2011 - Present
Morgan Stanley April 2009 - October 2011
Fidelity Investments August 2006 - October 2007
Skills
Alternative Investments, Retirement, Asset Management, Mutual Funds, Asset Allocation, Investments, Equities, Series 7, Wealth Management, Series 63
Education
Lynn University 2002 — 2006
Bachelor of Science (B.S.), Business
Morgan Stanley Private Wealth Management March 2014 - Present
Morgan Stanley November 2012 - March 2014
Morgan Stanley Investment Management September 2008 - November 2012
Goldman Sachs August 1999 - September 2008
Education
Lycoming College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley April 2013 - Present
Deutsche Bank September 2012 - April 2013
TIAA-CREF May 2012 - September 2012
Morgan Stanley Smith Barney May 2010 - November 2011
Forrest Solutions October 2006 - November 2009
The Gym 2004 - 2006
Education
Manhattan College 1990 — 1995
University of Miami
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - August 2013
Northwater Capital Management Inc. June 2012 - August 2012
Skills
Marketing, Sales, Marketing Strategy, Market Research, Account Management, Sales Management, Customer Service, Microsoft Excel, Marketing Communications, Event Planning, Research, PowerPoint, Management, Investments, Hedge Funds
Education
Manhattan College 2010 — 2014
Bachelor of Science (B.Sc.), Finance, Economics, 3.94
Manhattan College 2010 — 2014
Bachelor of Science (B.Sc.), Economics and Finance
Istituto Europeo 2012 — 2012
Semester abroad, Italian Language and Literature, Liberal Arts
Father Bressani CHS 2006 — 2010
9-12
Praeses July 2014 - Present
Classic Stone Interiors, LLC February 2013 - March 2014
Praeses June 2009 - February 2013
Bell Machine Company, Inc. August 2002 - May 2009
Morgan Stanley September 1999 - August 2002
Skills
Business Development, Financial Analysis, Sales, Analysis, Forecasting, Strategic Planning, New Business Development, Account Management, Negotiation, Accounting, Budgets, Project Management, Solution Selling, Process Improvement, Sales Management, Microsoft Office, Team Building, Leadership, Risk Management, Inventory Management, Management, Program Management, Contract Negotiation, Team Leadership, Finance, Training, Business Strategy, Product Management, Strategy, Business Analysis, Team Management, Product Development, Management Consulting, Strategic Partnerships, Sales Process, Business Process..., Marketing, Entrepreneurship
Education
Louisiana State University in Shreveport 1997 — 2000
Bachelor of Science, Finance
DTCC February 2013 - Present
DTCC February 2011 - February 2013
Lighthouse Financial Group, LLC 2009 - 2010
Bear Stearns 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
FpML, Derivatives, Dodd-Frank, Interest Rate..., Swaps, Credit Derivatives, Equity Derivatives, Financial Risk, Electronic Trading, Financial Markets, FX Options, Market Data, Portfolio Management, User Acceptance Testing, Business Analysis, EMIR, Foreign Exchange, Operational Risk, Prime Brokerage, Trading, Operational Risk..., Trading Systems, Financial Services, CRM, SDLC, Business Process, Structured Products
Education
Manhattan College 2002 — 2006
Morgan Stanley May 2010 - Present
Barclays Wealth and Investment Management October 2008 - May 2010
Lehman Brothers June 1999 - September 2008
Education
Lynn University 1997 — 1999
International business and finance, Business Administration and Management, General
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2012
Morgan Stanley May 2006 - June 2009
Pershing 2004 - 2006
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Wealth Management, Financial Services, Investments, Securities, 401k
Education
Lynn University 1999 — 2003
Business Management
Home April 2007 - Present
Morgan Stanley April 2004 - April 2007
Morgan Stanley June 1996 - April 2004
Continuity Venture Partners August 1995 - April 1996
Lehman Brothers July 1988 - September 1994
CBS News September 1987 - July 1988
Skills
Risk Management, Internal Audit, Strategy, Management, Analysis, Project Planning, Finance, Budgets, Strategic Planning, Accounting, Public Speaking, Portfolio Management, General Ledger, Customer Service, Financial Services, Marketing, Vendor Management, Software Documentation, Equities, Due Diligence, Financial Analysis, Financial Modeling, Business Analysis, Investments, Mergers & Acquisitions, Valuation, Asset Management, Business Process...
Education
Lynchburg College 1983 — 1987
BA, Accounting
Euler Hermes North America May 2015 - Present
McCormick March 2013 - Present
Morgan Stanley March 2011 - March 2013
Skills
Financial Analysis, Marketing Strategy, Portfolio Management, Credit, Loans, Investments, Business Development, Market Research, Management, Financial Risk, Analysis, Project Management, Securities, Microsoft Excel, Finance, Business Strategy, Sales
Education
Lycoming College 2006 — 2010
B.A., Economics, Business Finance
University of Westminster 2009 — 2009
Finance and Economics
Morgan Stanley May 2006 - Present
UBS May 2003 - May 2006
Credit Suisse June 2000 - May 2003
CLSA July 1994 - July 1999
Hong Kong Shue Yan University August 1993 - June 1994
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Investments, Financial Institutions, Derivatives, Investment Banking, Asset Management, Series 7, Corporate Finance, Securities, Bloomberg, Equity Research, Valuation, Mergers & Acquisitions, Trading
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Lynchburg College 1988 — 1993
Bachelor of Arts (B.A.), International Relations, Minor in History
Barclays Investment Bank June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ September 2014 - March 2015
Credit Suisse May 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - February 2014
Morgan Stanley February 2013 - September 2013
Morgan Stanley December 2004 - February 2013
FJA-US April 2001 - July 2004
Essentium, Inc May 1998 - March 2001
Skills
XML, Perl, JavaScript, Business Analysis, Databases, Software Development, Sybase, Requirements Analysis, Team Leadership, Java, Visual Basic, SQL, SDLC, DB2, Unix, System Architecture, Systems Analysis, Business Objects, MS Project, Application Development, Struts, Distributed Systems, Visio, Application Architecture, HTML, Oracle SQL, Data Analysis, Architecture, SAP Business Objects, Python, QlikView, Teradata, Hadoop
Education
Columbia University
Certificate, Database Programming
LOMA
Certificate, Fundamentals of Life and Health Insurance
Ludwig-Maximilians Universität München
M.A., Philosophy
Berkshire Partners August 2003 - Present
Sprout Group 1999 - 2002
Morgan Stanley 1993 - 1995
Skills
Corporate Development, Private Equity, Venture Capital, Mergers & Acquisitions, LBO, Due Diligence, Valuation, Financial Modeling, Start-ups, Investment Banking, Corporate Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
Macalester College 1989 — 1993
BA
Merrill Lynch April 2014 - Present
Merrill Lynch, Bank of America April 2010 - Present
Morgan Stanley March 2007 - April 2010
Advanced MRI January 2004 - November 2006
Tannenbaum Chiropractic Centers April 1981 - March 1999
Skills
ETFs, Investment Advisory, Saving for Education, Series 65, Wealth, Disability Insurance, Life Insurance, Finance, Investment Strategies, 401k, Series 63, Wealth Management..., Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Investments, IRAs, Asset Allocation, Mutual Funds, Long-term Care, Portfolio Management, Securities, Personal Finance, Wealth Management, Retirement Planning, Financial Services, Equities, Strategic Planning, Estate Planning, Insurance, Financial Planning, Retirement
Education
Lynn University 1977 — 1978
Master's Degree, masters degree in biomechanical trauma
New York Chiropractic College 1975 — 1978
DC, Chiropractic
City University of New York-Queens College 1971 — 1975
ba, psychology
Regeneron Pharmaceuticals, Inc. February 2015 - Present
Morgan Stanley April 2011 - February 2015
Citigroup November 2006 - August 2010
Pfizer, Inc. October 2005 - June 2006
BMW of North America, LLC June 2001 - June 2005
Context Integration November 1999 - November 2000
Ernst & Young, LLP April 1997 - December 1998
JP Morgan July 1992 - April 1997
J.P. Morgan October 1990 - October 1991
Skills
Project Management, Infrastructure, Enterprise Architecture, Integration, Technical Architecture, Business Analysis, Program Management, PMO, PMP, Vendor Management, Management, IT Strategy, Project Portfolio..., Information Technology, Enterprise Software, Requirements Analysis, IT Management
Education
Manhattan College
Wunderlich Securities May 2012 - Present
Ziegler June 2009 - May 2012
Smith Barney April 2003 - June 2009
Morgan Stanley April 2001 - March 2003
Wild Flavors June 1982 - September 2000
Skills
Financial Planning, Wealth Management, Alternative Investments, Retirement Planning, Investments, Asset Allocation, Bonds, 401k, Investment Advisory, Annuities, Retirement, Strategic Financial..., Fixed Annuities, Fixed Income, Financial Services
Education
Macalester College 1974 — 1978
BS, psychology
Wyoming High School 1970 — 1974
Morgan Stanley June 2010 - Present
Skills
Test Automation, Software Quality..., Quality Center, QTP, Test Planning, Regression Testing, Testing, Agile Methodologies, Manual Testing, Test Management, User Acceptance Testing, Quality Assurance, Performance Testing, SDLC, Test Strategy, Test Cases, System Testing, JIRA, WinRunner, LoadRunner
Education
Madurai Kamaraj University 2003 — 2005
M.Phil
Osmania University 2000 — 2003
Masters in Computer App
St. Francis Autonomous College 2000 — 2003
B.Com
PIMCO November 2013 - Present
PIMCO January 2013 - Present
PIMCO August 2011 - December 2012
Morgan Stanley June 2010 - August 2010
TECHNIP SA January 2007 - August 2009
Technip SA September 2005 - December 2006
Duthilleul & Associés SA January 2002 - September 2005
Skills
Corporate Finance, Mergers, Internal Controls, Investment Banking, Internal Audit, Mergers & Acquisitions, IFRS, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance Track Certificate
Sciences Po 2000 — 2001
Cycle International, Political studies
Maastricht University 1997 — 2001
Master's Degree in Economics, Monetary and Financial Economics
Institute of Internal Auditors (IIA) 2007 — 2007
CIA, Certified Internal Auditor
American Airlines July 2012 - Present
American Airlines April 2010 - July 2012
American Airlines June 2008 - March 2010
American Airlines July 2007 - May 2008
Morgan Stanley July 2004 - August 2005
Skills
Strategy, Forecasting, Business Strategy, Financial Modeling, Cross-functional Team..., Competitive Analysis, Strategic Planning, Management, Team Leadership, Revenue Analysis, Leadership, Contract Negotiation, Finance, Analysis, Business Planning, People Management, Strategic Financial..., Project Planning, Financial Analysis, Aircraft Leasing, Fleet Planning, Aircraft Finance, Operations Strategy, Cost Savings, Financial Planning, Aircraft Acquisitions, Airline Economics, Airlines, Corporate FP&A
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
Malaviya National Insitute of Technology Jaipur 1994 — 1998
Bachelor's Degree
Morgan Stanley March 2013 - Present
Skills
Series 7, Series 55, Equities, Equity Derivatives, Autosys, Shell Scripting, Database Design, System Architecture, Data Analysis, Perl, Sybase, KDB+, Microsoft SQL Server, SQL, T-SQL, SDLC, .NET, C#, WPF, Visual Basic, VB.NET, VBA, Java, SQL Server, SSRS, Access, MySQL, Visio, Bloomberg Software, ASP.NET, Web Development, HTML, CSS, JavaScript
Education
The University of Connecticut 2008 — 2011
B.G.S., Interdisciplinary
Manchester Community College 2002 — 2004
A.S., Computer Information Systems
QuoteWizard May 2015 - Present
Morgan Stanley April 2014 - May 2015
S&P Capital IQ June 2009 - April 2014
Microsoft December 2006 - December 2008
Skills
SQL, SDLC, Microsoft SQL Server, Agile Methodologies, Software Development, Requirements Analysis, .NET, Java script, jQuery, Ember.js, Silverlight, Databases
Education
Maharishi University of Management
Merrill Lynch November 2008 - Present
Morgan Stanley June 1994 - November 2008
First Colonial Bankshares, Inc. January 1990 - June 1994
Skills
Business Strategy, Portfolio Management, Customer Relations, Strategic Planning, Investments, Financial Services, Estate Planning, Wealth Management..., High Net Worth..., Customer Service, Loans, Asset Allocation, Alternative Investments
Education
Lynchburg College 1985 — 1989
BA, Finance, History
South Kent School 1981 — 1984
Legg Mason March 2014 - Present
Morgan Stanley July 2012 - December 2013
Diageo January 2012 - July 2012
Federal Home Loan Bank of New York June 2011 - September 2011
New York Life Insurance Company 2010 - 2011
UBS Investment Bank 2009 - 2010
Legg Mason 2005 - 2008
Citigroup Asset Management 2004 - 2005
Citigroup Asset Management 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Business Intelligence, Business Objects, Oracle, SQL, Web Intelligence, Process Scheduler, WebIntelligence
Education
Manhattan College
BS
Pace University
MBA
University of Illinois at Urbana-Champaign
MS (80% complete)
EY 2015 - Present
Morgan Stanley 2012 - 2015
Aon 2011 - 2012
Ally Financial Inc. 2007 - 2010
Deloitte Tax LLP 2005 - 2007
Deloitte Tax LLP 2001 - 2003
Skills
Big 4, Corporate Tax, Partnerships, LLC, High Net Worth..., Transfer Pricing, FAS109, Securitization, SAP, Hyperion HFM, SharePoint, Thomson Reuters..., Adobe Acrobat, ProSystem fx Tax, CCH Intelliconnect, RIA CheckPoint, KPMG Interpreter, Microsoft Office, German, Certified Public..., Income Tax, OneSource, CPA, Financial Statements, Tax Returns, Account Reconciliation, RIA
Education
Wayne State University 2004 — 2004
Master of Science in Accounting, Tax
Wayne State University 1999 — 2003
Bachelor of Arts in Business Administration, Major in Accounting; Minor in German
Ludwig-Maximilians Universität München 2001 — 2001
Certificate in Intermediate Culture and Language, Culture and Language
Canton 1995 — 1999
Highschool Diploma
JPMorgan Chase & Co. August 2015 - Present
Wells Fargo October 2013 - August 2015
Morgan Stanley June 2006 - September 2013
Skills
Equities, Fixed Income, Investment Banking, Hedge Funds, Corporate Actions, Bloomberg, Securities, Capital Markets, Prime Brokerage, Bonds, Investments
Education
Manhattan College 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Updater January 2015 - Present
Global Apparel Network/POP-Market January 2014 - January 2015
FlatRate Moving® April 2013 - January 2014
Chelsea Piers December 2010 - April 2013
Chelsea Piers July 2010 - November 2010
Morgan Stanley January 2010 - May 2010
Chelsea Piers January 2010 - May 2010
Manhattan College 2006 - 2010
Merrill Lynch May 2008 - December 2008
Skills
Social Media Marketing, Marketing Communications, Social Media, Marketing, Advertising, Public Relations, Sports, Email Marketing, Digital Marketing, Management, Event Management, Social Networking, Facebook, Sports Marketing, Project Management, Public Speaking, Account Management, Leadership, Newsletters, Sports Management, Internal Communications, PowerPoint, Project Coordination, Creative Direction, News Writing, Technical Writing, Trade Shows, Marketing Strategy, Press Releases, Online Advertising, Strategy, SEM, SaaS, B2B Marketing, B2B Marketing Strategy, B2C Marketing, Online Marketing, Product Marketing, Marketing Management, HubSpot, MailChimp, Inbound Marketing, Inbound Lead Generation, Marketing Automation
Education
Manhattan College 2006 — 2010
BS, Marketing/Global Business
Istituto Europeo 2009 — 2009
Bridgeport High School 2002 — 2006
UBS March 2011 - Present
Morgan Stanley May 2003 - March 2011
Skills
Estate Planning, retirement planning,, wealth advisory, investment advisory
Education
Manhattan College
BS, Psychology & Business
Company Agenda December 2009 - March 2010
Morgan Stanley February 2007 - February 2009
Education
Lycoming College 2004 — 2006
Sociology, Psychology, Theater
Morgan Stanley November 2010 - Present
LiquidHub March 2010 - November 2010
CSC March 2008 - March 2010
TEKsystems October 2006 - March 2008
Covansys July 1997 - October 2006
Skills
Access, Business Analysis, Consulting, DB2, Data Warehousing, Databases, Enterprise Architecture, Leadership, Mainframe, Management, PMO, PMP, Project Management, Requirements Analysis, Requirements Gathering, SQL, SDLC, Software Development, Software Project..., Visio
Education
Madurai Kamaraj University 1992 — 1996
Engineering, Mechanical Engineering
Morgan Stanley July 2014 - Present
Sqweeto. April 2014 - Present
Manhattan College September 2008 - March 2014
Forlini Brothers May 2008 - February 2014
Life Cleaners June 2008 - September 2008
Skills
Clonezilla Imaging, Apple iMovie, Adobe Photoshop, Sony Vegas, PC Troubleshooting, Superior Client Service, Virus Removal, Computer Lab Management, System Imaging, Cable Wiring, Consulting, Technical Support, Workshop Instruction, Technology Solutions, Tech-savvy, Entrepreneurship, Bleeding Edge Technology, Windows System..., Windows Automation, Windows Branding..., Social Media Marketing, Photoshop, Troubleshooting, Higher Education, Time Management, Information Technology, Networking, Data Analysis, Leadership, Bloomberg Terminal, Management, Teamwork, PowerPoint, Microsoft Excel
Education
Manhattan College 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
Archbishop Stepinac High School 2004 — 2008
Advanced Regents Diploma
ShoreTel February 2015 - Present
Community Parents Head Start December 2010 - June 2013
CitiGroup/Legg Mason April 2008 - October 2010
Bank of America January 2008 - March 2008
Forex Capital Markets LLC April 2003 - August 2007
Morgan Stanley February 1999 - October 2002
Skills
Leadership, Access, Investments, Derivatives, Accounting, CRM, Customer Service, FX Options, Portfolio Management, Training, PowerPoint, Software Documentation, salesforce, Human Resources, Office Management, Deposits, Withdrawals, Microsoft Office, Management, Microsoft Excel, Interviews, Sales, Microsoft Word, Outlook, Finance, Event Planning
Education
Manhattan College
Business Administration
uncommon schools
Amazon June 2014 - August 2014
Field Management (Strategy Consulting Firm) June 2013 - July 2013
Morgan Stanley 2010 - 2013
Merrill Lynch 2008 - 2010
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, M&A experience, Due Diligence, Financial Analysis, Finance, Business Strategy, Marketing, Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Marketing and Management
Macalester College 2004 — 2008
B.A., Economics, Political Science
Morgan Stanley October 2012 - Present
Skanska June 2011 - August 2011
UBS June 2010 - August 2010
Skills
PowerPoint, Portfolio Management, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Finance
Education
Manhattan College 2008 — 2012
Universidad Complutense de Madrid 2010 — 2010
Manhattan College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Andrus On Hudson December 2014 - January 2015
Skills
Software Development, Web Development, Python, C++, Java, JavaScript, Windows, Editing, English, HTML, Microsoft Excel, Public Speaking, Microsoft Word, Budgets, Microsoft Office, Research, Photoshop, Customer Service, Strategic Planning, PowerPoint, Outlook, Troubleshooting, Teaching, System Administration, C, Negotiation
Education
Manhattan College 2013 — 2017
Bachelor of Science (BS), Computer Engineering, 3.98
Mahopac High School 2009 — 2013
Northwestern Mutual Wealth Management Company January 2014 - Present
U.S. Department of Homeland Security March 2011 - January 2014
Tiffany & Co. November 2008 - March 2011
Morgan Stanley August 1992 - October 2007
Skills
Microsoft Office, Training, Customer Service, Security, Management, Negotiation, Counterterrorism, Microsoft Word, Team Leadership, Leadership Development, Emergency Management, Team Building, Leadership, Microsoft Excel, Strategic Planning, CRM, Public Speaking, Process Improvement, Government
Education
Manhattan College
Bachelor of Science (BS), Business Administration and Management, General
New York University
Fundraising/ Philanthropy
Industrial Fabrics, Inc. August 2015 - Present
Premier Concrete Inc. August 2015 - Present
Tindall Corporation December 2014 - August 2015
Contech Engineered Solutions September 2013 - December 2014
Beyond Analysis January 2009 - September 2013
Prudential Palms Realty December 2007 - January 2009
Sandcastles of Sarasota/Collingwood Construction Group July 2001 - September 2007
UBS June 1990 - July 2001
Morgan Stanley March 1983 - June 1990
Contech Engineered Solutions June 1977 - March 1983
Skills
Investments, Entrepreneurship, Leadership, Portfolio Management, Real Estate, Program Management, Team Leadership, Asset Managment, Strategic Planning, Real Estate Development, Marketing, Wealth Management, Management, Construction, Nonprofits, Fundraising, Asset Allocation, Asset Management, Small Business, Sales, Networking, Negotiation, Finance, Mergers & Acquisitions, Management Consulting, Financial Analysis, Start-ups, Contract Negotiation, Customer Service, Marketing Strategy, New Business Development, Insurance, Business Planning, Business Strategy, Sales Management, Facebook, Business Development, Public Speaking, Strategy, Investment Advisory, Private Equity, Mergers, Risk Management, Business, Team Building, Budgets, Executive Management, Contract Management, Green Building, LEED
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Securities Industry Association Program
Manhattan College 1981 — 1983
Completed select graduate business coursework.
The University of Connecticut 1973 — 1977
BS, Civil Engineering
Boustany Film Company, LLC September 2014 - Present
Morgan Stanley August 2014 - August 2014
Siegel+Gale, Omnicom Group Inc. June 2014 - August 2014
China Daily USA May 2013 - July 2013
New York State Assembly, 22nd District June 2008 - September 2010
Skills
Management, Business Development, Project Management, Marketing, International Relations, Public Speaking, Social Media Marketing, Public Relations, Media Relations, Film, Video Camera, English, Mandarin, Shanghainese, Spanish, Italian
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Maastricht University 2013 — 2013
International Business
Archbishop Molloy High School 2007 — 2011
High School
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Fatsuma Corporation February 2014 - July 2014
Replay Sports Bar September 2013 - February 2014
Samba Brazilian Grill July 2011 - July 2013
Westwood Health and Fitness January 2011 - August 2011
All-Star Cement April 2008 - August 2010
Westmoor Country Club April 2009 - October 2009
Skills
Microsoft Excel, Budgets, Customer Service, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Financial Reporting, Social Media, Data Entry, Customer Satisfaction, PowerPoint, Microsoft Office, Teamwork, Leadership, Time Management, Sales, Marketing, Team Leadership, Visual Basic
Education
University of Wisconsin-Milwaukee 2013 — 2015
Bachelor's Degree, Finance
Madison Area Technical College 2011 — 2013
Jamestown College 2010 — 2011
The Buren Insurance Group, Inc. January 2014 - Present
Secured Advantage January 2014 - Present
The Buren Insurance Group, Inc. April 2012 - December 2013
Motorists Insurance Group June 2010 - April 2012
Morgan Stanley December 2006 - June 2010
Skills
Insurance, Commercial Insurance, Sales, Customer Service, Sales Management, Account Management, New Business Development, Property & Casualty..., Marketing, Strategic Planning
Education
Otterbein University 2004 — 2008
Bachelor of Science (BS), Economics
Otterbein University 2004 — 2008
Bachelor's Degree, Finance, General
Maastricht University 2007 — 2007
FEBA Exchange Program, Economics
Morgan Stanley September 2011 - Present
Skills
Marketing Communications, Financial Analysis, Financial Markets, Strategic Communications, Management, Business Development, Business Transition..., Leadership, Social Media
Education
Lycoming College 2007 — 2011
Business/Corporate Communications
Hereford High School 2003 — 2007
E*TRADE Financial January 2011 - March 2013
Morgan Stanley December 2009 - December 2010
Morgan Stanley July 2007 - December 2009
GAIN Capital October 2006 - July 2007
Skills
Bloomberg, Investments, Microsoft Office, Banking, Trading, Securities, Bonds, Financial Services, Financial Analysis, FX Options, Corporate Actions, Series 3, Visio, Financial Operations, Access, Fixed Income, Bloomberg Terminal, Wealth Management, Equities, Microsoft Excel, Financial Modeling, Capital Markets, Mutual Funds, Development &..., Analysis, Finance, Asset Managment, Risk Management, Accounts Payable, Accounts Receivable, Strategic Financial..., Financial Markets, Vendor Management, Account Reconciliation, Alternative Investments, Financial Risk, Investment Management, PowerPoint, Back Office, Operational Risk..., Outlook, ETFs, Accounting, Technical Analysis, FX trading, Financial Reporting, Process Improvement, MS Project, Project Management, MS Publisher
Education
Monmouth University 2002 — 2006
Bachelors Degree of Science, Major in Finance, Minor in Information Technology, 3.1 GPA
Macquarie University 2005 — 2005
Study Abroad Program, International Business, International Finance, Finance
Morgan Stanley May 2015 - Present
Central Resources, Inc April 2014 - April 2015
GE Energy Financial Services January 2008 - April 2014
GE Energy Financial Services January 2004 - January 2008
Goldman Sachs June 2001 - December 2003
GE Capital Structured Finance June 1993 - June 2001
Skills
Structured Finance, Financial Structuring, Debt, Project Finance, Loan Origination, Private Equity, Credit Analysis, Corporate Finance, Valuation, Restructuring, Equities, Due Diligence, Oil & Gas Industry, Energy, Finance, Investment Banking, Leveraged Finance, Renewable Energy
Education
NYU Stern School of Business 1990 — 1993
Master of Business Administration (MBA), Finance, General
Manhattan College 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Fortune New York May 2013 - Present
Red Bull August 2011 - Present
Morgan Stanley April 2013 - May 2014
Skills
Brand Management, Marketing Communications, Marketing Strategy, Public Speaking, Entrepreneurship, Digital Marketing, Graphic Design, Illustrator, Photoshop, Business Planning, Fashion Design, Brand Development, Apparel, Social Media Marketing, PowerPoint, Social Media, Sales
Education
Manhattan College 2010 — 2014
Bachelor of Science (BS), Marketing/Finance
U.S. Trust February 2015 - Present
Hudson Valley Bank August 2011 - February 2015
Citigroup January 2011 - August 2011
Citigroup June 2005 - January 2011
Morgan Stanley January 2000 - June 2005
Education
Seton Hall University School of Law 1995 — 1998
Juris Doctor
Manhattan College 1991 — 1995
B.S., Marketing & International Business
Assistant Director Management Planning and Analysis August 2014 - Present
MTA- Business Service Center August 2014 - Present
MTAHQ - Business Service Center April 2012 - August 2014
MTAHQ - Business Service Center January 2011 - April 2012
MTA - New York City Transit February 2008 - December 2010
New York City Transit May 2003 - February 2008
Morgan Stanley 2000 - 2002
Morgan Stanley 1998 - 2000
Soros Fund Management 1994 - 1998
Skills
Develop, manage and..., Manage customer..., Strong leadership and..., Ability to identify,..., manage multiple..., Demonstrated ability to..., Excellent knowledge of..., Access, Process Improvement, Management, Integration, Project Management, Analysis, Project Planning, Strategic Planning, Software Documentation, Strategy, Change Management, Operations Management, Policy, Procurement, Forecasting, Budgets, Microsoft Excel, Training, Troubleshooting, Program Management
Education
Manhattan College 1997 — 1999
MBA, Information Systems, 3.78
Saint Joseph's College 1997 — 1999
BA, Organizational Management, 3.98
Morgan Stanley June 2015 - Present
Santander UK July 2013 - June 2015
Ernst & Young LLP January 2013 - July 2013
Deloitte Consulting February 2010 - October 2012
Skills
Management Consulting, Project Management, Financial Analysis, Banking, Internal Controls, Strategy, Performance Measurement, Basel III, Transfer Pricing, Liquidity, Change Management, Financial Services, Financial Risk, Business Analysis, Corporate Finance, Finance, Financial Modeling, Funds Transfer Pricing
Education
Luigi Bocconi University - Milan (Italy) 2007 — 2009
Master's degree, Accounting, Corporate Finance, Controlling, 104/110
Maastricht School of Management 2009 — 2009
Master (Erasmus Program), Finance
Luigi Bocconi University - Milan (Italy) 2004 — 2007
Bachelor, Business Administration, 106/110
Morgan Stanley June 2014 - Present
Chaminade High School August 2013 - June 2014
KCSA Strategic Communications December 2012 - June 2013
Sidoti & Company, LLC May 2010 - December 2012
Manhattan College August 2007 - May 2011
Bloomberg for Mayor 2009 August 2009 - November 2009
Skills
Marketing, Social Media, Investor Relations, Equities, Public Relations, Leadership, Management, Conference Coordination
Education
Manhattan College 2007 — 2011
B.A., Major: Government Minors: Business And Theology
Chaminade High School 2003 — 2007
Morgan Stanley August 2008 - Present
Morgan Stanley Investment Management January 2005 - August 2008
Wurth Revcar Fastners December 2003 - June 2004
Skills
Hedge Funds, Private Equity Funds, Alternative Investments, FundRunner, Customer Relations, Excel, Outlook, Word, Documentum, Procomm Plus, Microsoft Excel, Customer Service, Microsoft Word, Investments, Mutual Funds, Marketing
Education
Lycoming College 1999 — 2003
Bachelor of Arts, Fine Arts; Commercial Design & Photography/Electronic Media
Invesco Ltd. September 2010 - Present
Artisan Partners January 2010 - September 2010
AXA Equitable August 2008 - April 2009
JPMorgan Institutional Investments July 2001 - July 2008
Morgan Stanley June 1999 - July 2001
Keyence Corp. May 1998 - June 1999
Skills
Mutual Funds, Asset Managment, Separately Managed..., Series 7, Series 63, 401k, Alternative Investments, Asset Allocation, Asset Management, Finance, Hedge Funds, Investments, Retirement, Retirement Planning, Wealth Management, ETFs
Education
Don Bosco Prep High School 1994 — 1998
Manhattan College 1994 — 1998
Fisher Investments December 2004 - Present
Morgan Stanley April 2001 - December 2004
Platinum Productions 1998 - 2001
Concorde Productions 1997 - 1998
Skills
Investment Banking, Financial Advisory, Business Strategy, Investments, Wealth Management, Investment Management, Estate Planning, Business Development, Venture Capital, Wealth, Strategic Planning, Financial Analysis
Education
University of Lund, Sweden 1996 — 1997
Masters of Science
University of California, Santa Barbara 1992 — 1996
Bachelors of Science
CenturyLink / Savvis November 2006 - Present
Morgan Stanley April 2006 - November 2006
Symantec / Veritas June 2002 - April 2006
Storage Networks March 2000 - March 2002
Goldman Sachs 1994 - 2000
Skills
Software Development, Architecture, Cloud Computing, Enterprise Architecture, Integration, Enterprise Software, Managed Hosting, Hosting, Product Development, SaaS, SDLC, Data Center, Solaris, Start-ups, Usability, User Interface Design, Web Design, Web Development, IT Strategy, Virtualization, SOA, Software Engineering, Distributed Systems, Requirements Analysis, Application Development, Managed Services, VMware, EC2, Amazon Web Services, Hosted Services, Web Applications, Colocation, Engineering, System Architecture, Agile, IT Management, Vendor Management, Technical Architecture, Product Strategy, Perl, Web Services, Technical Leadership, Mobile, Linux, Databases, Scalability, Storage, Infrastructure, System Deployment, Solution Architecture
Education
Manhattan College
MSEE, Electrical Engineering
TechTarget April 2015 - Present
Applied Intellect February 2014 - April 2015
MorganStanley-SmithBarney July 2010 - November 2013
Bear Stearns June 2007 - July 2010
Morgan Stanley January 2006 - June 2007
Private Equity and JPMorgan November 2004 - December 2005
Fleet Boston/BoA April 2002 - November 2004
Credit Suisse April 1998 - February 2002
JPMorgan 1988 - 1998
NYNEX Science and Technology - Bellcore 1986 - 1988
Skills
Trading, Fixed Income, SDLC, Asset Management, Equities, Project Management, Capital Markets, Portfolio Management, Software Development, Management, Low Latency, Derivatives, Integration, Back Office, Options, Financial Services, Databases, Electronic Trading, Commodity, Trading Systems, Enterprise Architecture, Strategic Planning, Asset Managment, Business Intelligence, Business Strategy, Strategy, Risk Management, Sybase, Distributed Systems, Java, Leadership, Organizational..., Big Data, Hadoop
Education
Manhattan College 1977 — 1981
BS/MS, Physics/Computer Science
Morgan Stanley September 2013 - Present
Morgan Stanley Wealth Management September 2009 - September 2013
Morgan Stanley Wealth Management May 2008 - September 2009
RBS Greenwich Capital August 2007 - May 2008
Skills
Fixed Income, Bloomberg, Series 7, Relative Value, Series 63, Bonds, Trading, Investments, Hedge Funds, Alternative Investments, Capital Markets, Securities, Wealth Management, Portfolio Management, Financial Markets, Financial Modeling, Asset Management, Derivatives
Education
Manhattan College 2003 — 2007
Bachelor's Degree, Finance, Cum Laude
Tradeweb June 2009 - Present
RIMES September 2007 - October 2008
Intralinks Inc. January 2007 - August 2007
Baseline Financial Services/Thomson Reuters 1999 - 2006
Lehman Brothers 1995 - 1999
Morgan Stanley 1992 - 1995
Education
Lynchburg College 1986 — 1990
Madison
CandM Lifestyle January 2012 - Present
Dittman Incentive Marketing 2008 - 2009
Morgan Stanley 2004 - 2007
Skills
Event Management, Team Leadership, Event Planning, Entrepreneurship, Corporate Events
Education
Manhattan College 2001 — 2004
Bloomberg LP January 2012 - Present
Bloomberg February 2009 - December 2012
Morgan Stanley 2008 - 2008
Honeywell Technology Solution Labs July 2004 - December 2006
Skills
Distributed Systems, C++
Education
New York University 2007 — 2008
Master's degree, Computer Science
Maharashtra Institute of Technology 2000 — 2004
B.E., Computer Science
University of Pune 2000 — 2004
B.E., Computer Science
Revere Securities Corp September 2010 - Present
Wyser-Pratte & Co July 2005 - August 2010
Wyser-Pratte Management Co July 2005 - August 2010
Morgan Stanley August 1988 - July 2005
Skills
Series 7, Series 24, Securities, FINRA
Education
Manhattan College 1976 — 1979
First Guaranty Mortgage Corporation® September 2011 - Present
Intercap Lending January 2010 - September 2011
Intercap Asset Management January 2009 - September 2011
SKS Consulting May 2008 - December 2008
Morgan Stanley September 2004 - March 2008
ABN-AMRO / Lasalle Bank N.A. September 2003 - September 2004
Skills
Loans, Credit, Mortgage, Banking, Capital Markets, Mortgage Lending, Mortgage Banking, Real Estate, Portfolio Management, Credit Analysis, Refinance, Finance, Structured Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Residential Mortgages, Loan Origination, Strategy, Underwriting, Funding, Corporate Finance, Business Development, Financial Structuring, Equities, Investments
Education
Lynn University 2007 — 2008
MBA -, Financial Valuation & Investment Management
Villanova University 2004 — 2004
Six Sigma -, Green Belt
State University of New York at Albany 1998 — 2003
Bachelor of Arts, Communication & Business
Morgan Stanley July 2010 - Present
Citizens Bank July 2009 - June 2010
The Hartford April 2008 - June 2009
Lehman Brothers 2003 - 2008
CMC Ltd December 2000 - December 2002
Skills
Citrix Metaframe, Disaster Recovery, Enterprise Architecture, Citrix, SDLC, IT Strategy, Virtualization, Data Center
Education
Maharshi Dayanand University 1996 — 2000
Morgan Stanley September 2007 - Present
Credit Suisse 2001 - 2007
Visual Cybernetics, Starpoint June 1991 - December 2000
Skills
Investment Banking, Alternative Investments, Equities, Prime Brokerage, Fixed Income, Capital Markets, Sybase, Asset Managment, Private Equity, Portfolio Management, Financial Risk, Risk Management, Program Management, Derivatives, Banking, Equity Trading, Investments, Hedge Funds, Business Analysis, Project Portfolio..., Trading Systems, Wealth Management, IT Strategy, CRM, FX Options, Electronic Trading, Market Data, Financial Services, Reference Data, SDLC, Management, Software Project..., Software Development, Investment Management, Enterprise Architecture, Requirements Analysis, Financial Modeling, Consulting, Leadership, Asset Management, Project Management
Education
New York Institute of Technology 1990 — 1992
Masters, Computer Science
Mangalore University 1984 — 1987
Bachelor's in Commerce, Business, Accounting
KME Insurance Brokerage August 2010 - Present
MassMutual Financial Group December 2008 - June 2013
MMLISI Investment Services, Inc. October 2007 - June 2013
Intercontinental Capital Group May 2006 - July 2007
Morgan Stanley 2007 - 2007
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Retirement, Whole Life, Financial Planners, Insurance, Long-term Care, Term Life Insurance, Employee Benefits
Education
Manhattan College
BS, International Business, Marketing
University of Pittsburgh
Abroad, Semester At Sea, Fall 2005
Morgan Stanley May 2010 - Present
Bloomberg LP January 2009 - April 2010
Merrill Lynch March 2006 - January 2009
Bank of America 2005 - 2006
JPMorgan Chase & Co. 1998 - 2005
Skills
Financial Services, Talent Management, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Contract Negotiation, Contract Management, Sourcing, Vendor Management, Employee Relations, Internet Recruiting, Management, Employee Engagement, Human Resources, Technical Recruiting, College Recruiting, Performance Management, Executive Search, Change Management, Employee Benefits, PeopleSoft, HRIS, Deferred Compensation
Education
Lynchburg College 1989 — 1993
Bachelor of Arts
ARMA International July 2015 - Present
BNY Mellon August 2014 - Present
ARMA International July 2014 - June 2015
Archive Systems, Inc. April 2012 - August 2014
ARMA International July 2013 - June 2014
ARMA International July 2008 - June 2012
MicroLink LLC November 2010 - April 2012
Recvizion May 2009 - November 2010
Morgan Stanley April 2000 - May 2009
Merrill Lynch March 1993 - April 2000
Skills
Captiva, Records Management, Document Management, Litigation Support, Vendor Management, Integration, Business Analysis, Process Improvement, Project Management, Risk Management, Business Process..., Change Management, Strategic Planning, Information Management, SharePoint, Program Management, Knowledge Management, Governance, Team Leadership, Team Building, OmniRim, Meridio, Autonomy IDOL, Compliance, Information Governance, Strategic Consulting, Process Consulting, Cloud Computing, ECM, SaaS, Strategy, Requirements Analysis, Professional Services, Policy, Management Consulting, Management, Analysis, Archives, Budgets, Business Process, Consulting, Disaster Recovery, Enterprise Architecture, Enterprise Content..., Enterprise Software, Information Technology, Leadership
Education
Seton Hall University 1983 — 1988
MBA, Finance
Manhattan College 1978 — 1982
BS, Computer Information Systems
UBS Wealth Management March 2012 - Present
Morgan Stanley Smith Barney October 2001 - March 2012
Morgan Stanley January 2000 - November 2006
Education
William Paterson University of New Jersey 1997 — 2001
Macquarie University 1999 — 2000
Finance
Morgan Stanley January 2012 - Present
Citi Group January 2011 - July 2011
AIG Royal Alliance September 2010 - January 2011
Credit Suisse October 2009 - April 2010
Quadrisev May 2008 - March 2009
JPMC January 2008 - May 2008
UBS Investment Bank May 2005 - November 2007
TIAA-CREF June 1981 - March 2004
Education
Manhattan College 1977 — 1981
Manhattan College 1977 — 1981
Bachelor of Applied Science (BASc) - Business / Phychology, Psychology
Goldman Sachs August 2007 - Present
Morgan Stanley August 2001 - July 2007
Morgan Stanley 2001 - 2007
Skills
Hedge Funds, Investment Banking, Valuation, Bloomberg, Private Equity, Alternative Investments, Financial Modeling, Emerging Markets, Asset Management, Portfolio Management, Investments, Series 7
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Development Studies
LUISS Guido Carli University 1989 — 1994
Laurea, Economia e Commercio
Giulio Cesare, Roma 1984 — 1989
Maturita Classica
Scuola Media Statale Esopo 1981 — 1984
DIVERSANT, LLC September 2012 - Present
Morgan Stanley April 2000 - December 2011
Morgan Stanley 2000 - 2008
EDS 1997 - 2000
Skills
C#, XSLT, JavaScript, XML, XSL, ASP.NET, ASP, .NET, Java, SDLC, Software Project..., Web Services, Spring, SOAP, ADO.NET, VSS, Infragistics, .NET Remoting, Microsoft SQL Server, LINQ, DB2, jQuery, JSON, Web Applications, WCF Services, Silverlight, EF4, MVC, Design Patterns
Education
SetFocus, LLC 2012 — 2012
ASP.NET Master's Program, ASP.NET, MS SQL, LINQ, WCF, MVC, Certification Program
New Jersey Institute of Technology 1995 — 1997
M.S., Computer Science
Mahatma Gandhi University 1983 — 1988
B. Tech., Mechanical Engineering
Morgan Stanley January 2008 - Present
The TLM Group, LLC December 2004 - January 2008
BTP 2000 - 2004
Business Technology Partners 2000 - 2004
Jaros Baum & Bolles 1996 - 2000
Skills
Project Managerment, Microsoft Office, AutoCAD, Construction, Infrastructure, Telecommunications, Data Center, Facilities Management, Construction Management, Project Planning, Vendor Management, Disaster Recovery, Mission Critical..., LEED, Program Management, Energy Management, Budgets, Business Continuity, Business Development, Contract Management, Contract Negotiation, Enterprise Architecture, Engineering, IT Management, IT Operations, Information Technology, IT Strategy, IT Service Management, MS Project, Infrastructure..., PMP, PMO, Management, Team Leadership, Project Management, Microsoft Project
Education
Manhattan College 1992 — 1996
BS, Electrical Engineering
Bloomberg LP April 2013 - Present
Bloomberg LP June 2010 - April 2013
Grant Thornton January 2008 - June 2010
Morgan Stanley June 2007 - August 2007
Federal Home Loan Bank of New York January 2007 - June 2007
Federal Reserve Bank of New York 2005 - 2006
Skills
Recruiting, Onboarding, Talent Management, Applicant Tracking..., Talent Acquisition, Performance Management, Employee Relations, HRIS, College Recruiting, Human Resources, Personnel Management, Employee Engagement, Interviews, New Hire Orientations, Career Development, Organizational..., HR Policies, Leadership Development, Change Management, Labor Relations, Succession Planning, Workforce Planning
Education
SHRM
PHR Certification
Macaulay Honors College at The City University of New York
Bachelor of Business Administration, Industrial and Organizational Psychology
Northeastern University January 2011 - Present
Lynn University July 2009 - August 2010
Olympian Capital Mgmt., LLC May 2007 - December 2008
Coldwell Banker Residential Brokerage May 2005 - May 2007
Bley Investment Group September 2004 - September 2006
Sarkisian Securities February 2002 - June 2004
Morgan Stanley September 1995 - January 2002
K. & S. Inc./Merill Lynch September 1980 - September 1995
Skills
Equity Trading, Teaching, Technical Analysis, Career Development, Equities, Trading, Securities, Investments, Equity Research, Options, Bloomberg Terminal, Financial Services, Finance
Education
Lynn University 2009 — 2010
MBA, Finance
Northeastern University 1975 — 1980
BS Business Administration, Finance
Morgan Stanley May 2001 - August 2013
Skills
Equities, Hedge Funds, Series 7, Prime Brokerage, Series 63, Financial Services, Middle Office, Risk Management, Settlement, Back Office, Operational Risk..., Operational Risk, Project Management
Education
Manhattan College 1998 — 2002
Meridian Risk Management Inc. January 2014 - Present
Westchester Community College March 2006 - Present
Financial Resources March 2002 - Present
Merrill Lynch May 2000 - March 2002
Morgan Stanley July 1998 - May 2000
Skills
Quickbooks, Management Consulting, Accounting, Bookkeeping, Budgeting, Management, Finance, Strategic Planning
Education
Manhattan College 1988 — 1993
Bachelor of Arts (BA), Economics
Archbishop Stepinac High School 1984 — 1988
Tillys September 2011 - Present
Morgan Stanley June 2011 - August 2011
Morgan-Stanley Smith Barney June 2010 - August 2010
Skills
Customer Service, Finance, Client Services, Accounting, QuickBooks, Accounts Payable, Time Management, Microsoft Excel, Management, Financial Analysis, Teamwork, Data Entry, Social Media, Outlook, Account Reconciliation, Inventory Management, Sales, Invoicing
Education
California State University-Chico 2006 — 2011
Bachelor of Business Administration, Financial Services and Financial Management
Macquarie University 2009 — 2009
Bachelor of Business Administration, Financial Services and Financial Management
University of the South Pacific- Fiji 2009 — 2009
Bachelor's Degree, Business Administration
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Morgan Stanley July 2005 - Present
BearingPoint June 2004 - July 2005
Pierce Technology Corporation June 2003 - February 2004
Morgan Stanley April 1997 - November 2002
PepsiCo June 1993 - March 1997
International Business Machines June 1981 - June 1993
Skills
CISM, IT Strategy, Governance, Enterprise Risk..., Financial Risk, Business Continuity, IT Risk Management, IT Audit, CISA, CISSP, Sarbanes-Oxley Act, ITIL, Risk Assessment
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Finance
Manhattan College 1977 — 1981
BS, Computer Information Systems
BlackRock April 2011 - Present
Morgan Stanley October 2007 - April 2011
Citigroup September 2005 - October 2007
Infosys April 2000 - September 2005
Skills
Fixed Income, Hedge Funds, Risk Management, Investment Banking, Asset Managment, Portfolio Management, Alternative Investments, Derivatives, Vendor Management, Equities, Due Diligence, Private Equity, Valuation, Financial Modeling, Enterprise Risk..., Financial Services, Bloomberg, Capital Markets
Education
New York University, Stern School of Business
MBA, Finance, Economics, Financial Instruments
Mahatma Gandhi University
Bachelors in Engineering, Electrical & Electronics Engineering
DePaul High School
Endless Mountains Air, Inc January 2001 - Present
Skyline Holdings, Inc. January 2001 - Present
Morgan Stanley May 1986 - January 2001
Skills
Flights
Education
Southern Connecticut State University 1982 — 1985
Bachelors, Communications
Manhattan College 1978 — 1981
Engineering
POPSUGAR January 2014 - Present
Dr. Reddy's Foundation July 2012 - December 2012
Credit Suisse July 2010 - June 2012
Loyola's Academic Resource Center September 2006 - December 2009
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
U.S. House of Representatives May 2007 - July 2007
Skills
Economics, Investment Banking, Social Enterprise, Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Analysis, Excel, PowerPoint, Teamwork, Word, Microsoft Excel, Capital Markets, Private Equity, Research, Microsoft Word, Business Strategy, Due Diligence, Mergers & Acquisitions, Equities, Finance, DCF, LBO
Education
Loyola University New Orleans 2006 — 2010
BBA, Economics and Finance, 3.7
University of Hyderabad 2009 — 2009
Undergraduate credit
St. Thomas More High School 2005 — 2006
High School
St. Mary's Dominican 2002 — 2005
High School
Cherry Asset Management January 2011 - Present
Private September 2009 - Present
Northern Trust 2005 - September 2009
Morgan Stanley 2004 - 2005
Skills
Value Investing, Portfolio Management, Equities, Equity Valuation, Wealth Management, Valuation, Asset Management, Asset Managment, Financial Analysis, Investments, Investment Strategies, Equity Research, Asset Allocation, Alternative Investments, Hedge Funds, Retirement Planning, Investment Management, Analysis, Bloomberg, Mutual Funds
Education
Lynn University 2004 — 2006
MBA, International Business
Lynn University
BA, Fine Arts
Lehman Brothers September 1999 - Present
Merrill Lynch August 1998 - September 1999
Merrill Lynch June 1996 - July 1998
Morgan Stanley May 1995 - June 1996
Morgan Stanley October 1993 - May 1995
Education
Manhattan College 1989 — 1993
BS, Finance, Management
Regis University 1985 — 1989
Morgan Stanley February 2015 - Present
Independent Financial Consultant September 2001 - July 2010
Merrill Lynch 1986 - 2000
Education
Lynchburg College
BA, Business Administration
Credit Suisse April 2009 - Present
Morgan Stanley Prime Brokerage June 2005 - November 2008
Lehman Brothers October 2001 - May 2005
Lehman Brothers November 1999 - September 2001
Morgan Stanley September 1997 - November 1999
Bankers Trust January 1995 - August 1997
Bankers Trust June 1992 - January 1995
Skills
Separately Managed..., Enhanced Financing..., Senior Client..., Hedge Funds, Prime Brokerage, Fund Of Funds, Client Service, Customer Relations, Fund Administration, Equities, Management, Financial Services, Finance, Customer Service, Securities Lending, Alternative Investments, Trading, Securities, Asset Management, Derivatives, Portfolio Management, Mutual Funds, Middle Office, Options, Fixed Income, Equity Derivatives, Bloomberg, Structured Products, Swaps, Structured Finance, Credit Derivatives, Investment Banking, Capital Markets, Securitization, Trading Systems, FX Options, Client Services, Relationship Management, Financial Markets, Electronic Trading, Client Counseling
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA Full-Time Program, Finance, Marketing, International Business
Manhattan College 1979 — 1983
B.S. Accounting, Accounting and Finance
Morgan Stanley November 2014 - Present
Morgan Stanley July 2012 - November 2014
Morgan Stanley September 2008 - July 2012
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Wealth Management, Business Analysis, Accounting, Payroll, Internal Audit, Strategic Planning, Risk Management, Management, Forecasting, Finance, Analysis, Budgets
Education
Manhattan College 2004 — 2008
Bachelor of Science (BS), Finance, General
Barclays May 2013 - Present
Kiwanis Club of New York City Young Professionals November 2001 - Present
Morgan Stanley December 2007 - April 2013
Morgan Stanley October 2000 - April 2013
CIBC World Markets Corporation October 1994 - October 2000
Paine Webber January 1993 - October 1994
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Hedge Funds, Options, Trading, Securities, Equity Derivatives, Risk Management, Financial Risk, Financial Services, Bonds, Structured Products, Settlement, Process Improvement, Structured Finance, Management, Leadership, Securitization, Series 7, Prime Brokerage, Middle Office, Capital Markets, Alternative Investments, Series 63, Account Reconciliation
Education
Manhattan College 1988 — 1992
Degree: Bachelor of Science, Finance and Management
Bishop Kearney High School 1984 — 1988
Trigon Investment Advisors January 2015 - Present
NuWave Investment Management February 2010 - January 2015
Morgan Stanley 2000 - 2010
United States Senate June 1998 - September 1999
Skills
Alternative Investments, Hedge Funds, Business Development, Capital Markets, Middle Office, Fixed Income, Equities, CDO, Due Diligence, Derivatives, Managed Futures, Investments, Private Equity, Capital, Asset Management, Fund Of Funds, Portfolio Management, Asset Managment, Insurance, High Yield
Education
Loyola University New Orleans 1994 — 1998
BA, History, Political Science
Penny May 2009 - Present
Morgan Stanley June 2005 - June 2009
SS&C Technologies October 1997 - June 2005
ISO May 1996 - October 1997
Skills
Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance
Manhattan College 1992 — 1996
BS, Computer Science
Insight Global 2010 - Present
Macquarie University February 2009 - July 2009
Smith Barney April 2008 - October 2008
Morgan Stanley May 2007 - September 2007
Education
University of Wisconsin-Madison 2006 — 2010
Finance/ Investment Banking
Macquarie University 2009 — 2009
finance
Quantbot Technologies LLC July 2009 - Present
Merrill Lynch January 2005 - February 2009
Morgan Stanley July 2002 - January 2005
Morgan Stanley December 2000 - January 2002
Reliance June 1995 - December 1996
Education
The University of Akron 1997 — 2000
MS, Engineering
Maharashtra Institute of Technology 1991 — 1995
BS, Polymer
Morgan Stanley 1996 - Present
Bell Communications Research July 1985 - September 1996
Education
Manhattan College
BS, Computer Inforomation Systems/Accounting
Stevens Institute of Technology
MS, Computer Science
Morningstar October 2008 - Present
Morningstar January 2006 - October 2008
Morningstar March 2004 - January 2006
U.S. Bank July 2000 - August 2003
Morgan Stanley June 1998 - June 2000
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Investments, Portfolio Management, Series 7, Investment Management, Asset Managment, Retirement Planning, Series 63, Strategic Financial..., Alternative Investments, 401k, Retirement, ETFs, Financial Advisory, Investment Strategies, Financial Services, Equities, Morningstar, Securities, Finance
Education
University of Wisconsin-Green Bay 1996 — 1998
BS, Economics
Madison Area Technical College 1994 — 1996
Associate of Science (A.S.)
Deutsche Bank September 2009 - Present
UBS 2006 - 2009
Morgan Stanley 2005 - 2006
Goldman Sachs 2004 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1994 - 2002
Skills
Risk Management, Project Management, Investment Banking, SDLC, Managerial Finance, Capital Markets, Securities, Software Development, Due Diligence, Financial Risk, IT Management, Strategic Planning, Business Process..., Operations Management, Process Improvement, Operational Risk..., P&L Financial Management, Wealth Management..., Asset Management
Education
Ludwig-Maximilians Universität München 1990 — 1994
Masters, Business Administration and Economics
Ludwig Maximilian University
Capital One May 2015 - Present
CSC January 2011 - April 2015
United Airlines 2014 - 2015
Morgan Stanley July 2009 - January 2011
Infosys Technologies Ltd 2005 - January 2011
Genworth Financial 2011 - 2011
Skills
Agile Methodologies, Performance Testing, Test Management, Quality Center, LoadRunner, Test Planning, Testing, Requirements Analysis, Test Automation, Manual Testing, Software Project..., QTP, SDLC
Education
Malaviya National Insitute of Technology Jaipur 2001 — 2005
B.Tech
The Depository Trust and Clearing Corporation December 2010 - Present
The Depository Trust and Clearing Corporation January 2010 - Present
Hypo Real Estate October 2008 - Present
The Depository Trust and Clearing Corporation December 2010 - April 2012
Hypo Real Estate Group January 2008 - January 2010
Morgan Stanley April 2004 - October 2008
Morgan Stanley January 2006 - January 2008
Morgan Stanley April 2004 - November 2006
Morgan Stanley January 2004 - January 2006
Skills
Operational Risk, Investment Banking, Financial Risk, Derivatives, Operational Risk..., Fixed Income, Market Risk, Asset Managment, Equities, Risk Management, Capital Markets, Financial Analysis
Education
Manhattan College 1999 — 2003
BS, Finance / Marketing
Manhattan College
BS, Finance
Morgan Stanley November 2000 - December 2012
CGI 2000 - 2004
Skills
Oracle Applications, SDLC, SQL, Architectures, Data Warehousing
Education
Madurai Kamaraj University
MS in Computer Applications
Morgan Stanley March 2015 - Present
New York Life Insurance Company September 2014 - March 2015
New York Life Insurance Company May 2010 - August 2014
Liberty Mutual Insurance October 2008 - May 2010
Skills
Finance Transformation, Project Management, PMO Services, PMO Development, CA Clarity, PowerPoint, SharePoint, SAP Implementation, Operational Improvement, Business Process..., Microsoft Excel, Data Analysis, Data Management, Access
Education
Manhattan College 2004 — 2008
B.A., Government
Stanford University 2014 — 2015
Stanford Advanced Project Management Program
Morgan Stanley March 2015 - Present
Morgan Stanley December 2012 - March 2015
Chelsea Piers Sports Center December 2009 - March 2010
MTV Networks January 2009 - June 2009
Skills
Marketing, Sourcing, Taleo, Recruiting, Training, HRIS, Digital Marketing, Social Media Marketing, Onboarding, Marketing Research, Microsoft Office, Social Media, Human Resource..., Market Research, Social Networking, PeopleSoft, Outlook, College Recruiting, Applicant Tracking..., Interviews, Advertising, Editing, Online Advertising, Sales
Education
Manhattan College 2004 — 2009
Bachelors, Marketing
Morgan Stanley February 1989 - Present
Prudential Securities May 1986 - February 1989
Prudential Securities October 1984 - May 1986
Skills
Accounts Payable, Series 7, Retirement Planning, Financial Planning, Wealth Management, Management, Securities, Portfolio Management, Mutual Funds, Asset Management, Investments, Asset Allocation, Risk Management
Education
Macomb Community College 1983 — 1985
Accounting/Business
TD Ameritrade July 2007 - June 2008
Merrill Lynch April 2006 - February 2007
Morgan Stanley May 2005 - March 2006
Auto Alliance International February 2005 - May 2005
Visteon February 2003 - August 2004
Metaldyne May 1999 - February 2003
USS Parche October 1992 - December 1998
Education
Eisenhower High 1986 — 1988
Macomb Community College
Michigan State University
Naval Nuclear Power Training
Morgan Stanley July 2014 - June 2015
RBS Markets & International Banking March 2013 - July 2014
RBS Markets & International Banking July 2010 - March 2013
American List Counsel January 2008 - May 2009
Skills
Finance, Accounting, Marketing, Account Reconciliation, Accounts Receivable, Analysis, Internal Controls, Accounts Payable, Banking, Financial Analysis, Derivatives, Mutual Funds, Management, Cash Management, Loans
Education
Manhattan College 2003 — 2007
Bachelors of Science, Marketing
Fordham Preparatory School 1999 — 2003
TruStar Energy April 2014 - January 2015
Consultant September 2013 - April 2014
Chesapeake Energy August 2008 - August 2013
Centenary College of Louisiana 2005 - 2008
Morgan Stanley 1995 - 2005
Skills
Natural Gas, Energy, Renewable Energy, Public Speaking, Transportation, Gas, Strategic Financial..., Analysis, Fundraising, Program Management, Strategic Planning, Contract Negotiation, New Business Development, Energy Industry, Business Development, Sustainability, Operations Management, Leadership, Project Management, Alternative Energy, Budgets, Team Building, Public Affairs, Nonprofits, CNG/LNG Business..., Marketing Strategy, Supervisory Skills, LNG, Sales, Marketing, Commodity Markets, Entrepreneurship, Oil & Gas Industry, Proposal Writing, Training, Contract Management, Petroleum, Negotiation, Sales Operations, Project Planning, Mergers & Acquisitions, Strategy, Procurement, Business Planning, Due Diligence, Upstream, Business Strategy, Risk Management, Oil/Gas, Management
Education
Louisiana State University in Shreveport
Bachelor's degree, Finance, General
Bank of America April 2013 - Present
Wells Fargo October 2012 - March 2013
PwC June 2011 - October 2012
Morgan Stanley July 2007 - July 2011
Merrill Lynch January 2007 - May 2007
Skills
Product Control, Accounts Payable, Broker-Dealer, Capital Budgeting, Financial Planners, Auditing, Financial Analysis, Financial Audits, Financial Services, IT Audit, Financial Reporting, Internal Audit, Internal Controls, Operational Risk, Risk Management, Leadership, SEC filings, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, Financial Planning
Education
Manhattan College 2003 — 2007
Economics, Finance, and CIS
Wells Fargo September 2013 - Present
Wells Fargo January 2013 - Present
Wells Fargo June 2010 - Present
Macquarie Group June 2007 - June 2010
Macquarie Group June 2007 - June 2010
Morgan Stanley December 2005 - June 2007
Morgan Stanley December 2005 - June 2007
Credit Suisse July 2004 - 2005
Skills
Equities, Fixed Income, Bloomberg, Derivatives, Securities, Structured Products, Options, Capital Markets, Equity Derivatives, Series 7, Trading Systems, Credit Derivatives, Swaps, FX Options, ETFs, Bonds, Series 63, Electronic Trading, Securities Lending, Interest Rate..., Middle Office, Emerging Markets, Credit Risk, MBS, Operational Risk, Calypso, Product Control, CDO, Settlement, Collateral Management, Bloomberg Terminal, Market Data, FINRA, Equity Valuation, CMBS, Commodity, Securitization, Wine Tasting, ABS, Hedge Funds
Education
French Culinary Institute 2013 — 2015
Intense Sommelier Training, Wine and Beverage
International Wine Center 2014 — 2014
Advanced Wine and Spirit Education, Wine
Macaulay Honors College at The City University of New York
Finance and Investment, 3.7/4.0
上智大学 / Sophia University
Asian Economics, 4.0/4.0
Goldman Sachs June 2009 - Present
Morgan Stanley April 2007 - April 2009
Morgan Stanley 2005 - 2007
Education
Manhattan College 2000 — 2004
Bachelor of Science, Economics/Finance
Morgan Stanley June 2007 - Present
Capgemini 1999 - 2007
Skills
IT Strategy, Sybase, Investment Banking, Reference Data, SDLC, Global Delivery, Java, .NET, Program Management, Business Analysis, Asset Managment, Web Services, Database Design, SOA, PMO, Software Project..., Enterprise Architecture, Asset Management, Requirements Analysis
Education
Maharashtra Institute of Technology 1992 — 1996
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - September 2012
Silver Gull Club May 2007 - September 2011
Skills
Bloomberg, Morningstar, Bloomberg Terminal, Finance
Education
Manhattan College 2009 — 2013
Finance, Senior
Xavier High School 2005 — 2009
Morgan Stanley July 2014 - Present
Barclays November 2013 - May 2014
Commonwealth Bank of Australia January 2012 - October 2012
Sumitomo Mitsui Banking Corporation November 2010 - January 2012
Macquarie Group August 2008 - October 2010
Macquarie Group March 2007 - August 2008
Macquarie Group March 1999 - March 2007
KPMG 1997 - 1999
Visa International 1997 - 1997
Colonial State Bank 1995 - 1997
Skills
Risk Management, Financial Services, Operational Risk, Operational Risk..., Enterprise Risk..., Banking, Strategy, Business Analysis, Process Improvement, Business Process, Assurance, AML, Financial Analysis, Business Continuity, Credit Cards, Investment Banking, Due Diligence, Project Management, Program Management, Leadership, Internal Audit, Basel II, Graphic Design, Outsourcing, Management, KYC, Salesforce.com, Customer Service, CRM, Portfolio Management, Loans, Financial Markets, Typography, Web Design, CSS, HTML, Cloud Applications, Business Requirements, User Acceptance Testing, Technical Writing, Information Risk
Education
Macalester College 1987 — 1991
Bachelor of Arts
FINSIA 2002 — 2004
Australian Institute of Management 1999 — 2000
Certificate of Finance & Certificate of Business Management
Kennedy High School 1982 — 1986
High School Diploma
UBS Securities Co., Ltd August 2015 - Present
RBS Markets & International Banking August 2012 - August 2015
Morgan Stanley 2006 - August 2012
Bear Stearns September 2004 - March 2006
Skills
Sales, Equities, Hedge Funds, Trading, Electronic Trading, Derivatives, Prime Brokerage, Bloomberg, Equity Derivatives, Fixed Income, Options, Trading Systems, Investment Banking, Financial Markets
Education
Lynchburg College 1988 — 1992
Bachelor of Arts (BA), History
Kramer Triad Management Group July 2014 - Present
Deatroitfoodie.com September 2011 - Present
Stamper and Company January 2012 - July 2014
A Condominium Management Company, Inc. April 2009 - January 2012
Equity Experts April 2004 - April 2009
Joe Dumars Fieldhouse 2003 - 2008
Landarc 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Skilled Multi-tasker, Computer Proficiency, Public Speaking, Sales, Marketing, Customer Service, Account Management, Real Estate, Condos, Microsoft Excel, Accounting, Property
Education
Western Michigan University 1996 — 1998
Business Administration and Management, General
Macomb Community College 1995 — 1996
Business/Commerce, General
Romeo High School 1993 — 1995
High School Diploma, General Studies
Scotland High
Morgan Stanley May 2014 - August 2015
Integreon August 2013 - April 2014
Promontory Financial Group, LLC March 2012 - January 2013
Honorable M. Faith Angell, U.S. District Court (E.D.Pa.) May 2010 - August 2010
Education
Loyola University New Orleans School of Law 2008 — 2011
Doctor of Law (JD)
University of Alabama 2004 — 2007
Bachelor of Arts (BA), Classics, Latin, Cum Laude
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics