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
KPMG September 2010 - Present
BNP Paribas November 2007 - October 2009
Merrill Lynch December 2006 - November 2007
Morgan Stanley January 2005 - December 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis, Equities, Sales, Derivatives, Nonprofits, Fixed Income, Team Building, Event Management, Event Planning
Education
Baruch College 2009 — 2010
Executive Master in Finance, Finance
European School of Economics/New York University 2003 — 2004
Master of Business Administration (MBA), International Business and Investments
CWC Enterprises July 2014 - Present
Macquarie Group January 2010 - January 2013
Fox-Pitt Kelton (Acquired by Macquarie) December 2006 - December 2009
Morgan Stanley July 2005 - November 2006
HealthServe November 2003 - July 2005
Skills
CRM, Project Management, Bloomberg, Microsoft Office, Disaster Recovery, Software Documentation, XP, Technical Support, Troubleshooting, Networking, Data Center, Equities, Information Technology
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Dual: Finance and Marketing, 3.2
Binghamton University 1998 — 2002
Bachelor of Science, Financial Economics
Lombard Risk January 2014 - Present
Morgan Stanley August 2011 - August 2013
BNP Paribas December 2010 - July 2011
UBS Investment Bank March 2009 - March 2010
Locus Capital Partners September 2006 - October 2008
Skills
Equities, Trading, Collateral Management, Settlement, Securities, Derivatives, Fixed Income, Corporate Actions, Prime Brokerage, Credit Risk, Bloomberg, Financial Risk, Hedge Funds, Equity Derivatives
Education
American International College 2009 — 2010
MBA, International Business Practice
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
London Metropolitan University
TruTeam June 2015 - Present
Au Natural Cleaning LLC July 2009 - Present
BNP Paribas September 2014 - May 2015
BNP Paribas June 2012 - May 2015
TD Securities USA LLC July 2011 - June 2012
Morgan Stanley May 2010 - July 2011
CIBC Wood Gundy May 1996 - February 2009
CIBC World Markets May 1996 - February 2009
CIBC May 1996 - February 2009
Skills
Active Directory, Bloomberg, Disaster Recovery, Electronic Trading, Equities, Fixed Income, ITIL, Banking, Business Analysis, Capital Markets, Derivatives, Management, Market Data, SDLC, Securities, SharePoint, Trading Systems, Vendor Management, Visio, Project Management, Investment Banking, Team Building, Analysis, Financial Services, Integration, IT Strategy
Education
City University of New York-Baruch College 1991 — 1996
Computer Information Systems, Computer and Information Sciences and Support Services
St Raymonds High School 1985 — 1989
Diploma
Blank Label Group, LLC December 2009 - Present
Beats by Dr. Dre November 2011 - January 2014
Unfinished Design July 2010 - November 2011
Morgan Stanley January 2007 - June 2010
Skills
Social Media, Advertising, Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Digital Media, Creative Direction, Sales, Social Networking, Brand Management, Artist Consultation, Music, Music Publishing
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Bachelor's Degree, Marketing/Marketing Management, General
Financial Industry Regulatory Authority June 2010 - Present
Financial Industry Regulatory Authority June 2010 - Present
NYSE Euronext November 2008 - June 2010
Morgan Stanley February 2005 - May 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Lotus Notes, Outlook, Bilingual-English/Spanis..., Event Planning, Community Outreach, Databases, Office Management, Teaching
Education
Baruch College
Bachelor's Degree, Marketing/Marketing Management, General
Morgan Stanley December 2014 - Present
onPeak August 2014 - November 2014
Madewell June 2014 - November 2014
Skills
Customer Service, Photoshop, Microsoft Office, Event Planning, Time Management, Sales, Communication, Microsoft Excel
Education
City University of New York-Baruch College 2013 — 2017
Accounting
The Bronx High School of Science 2009 — 2013
Mizuho Bank May 2015 - Present
Deloitte July 2015 - July 2015
Global Gaming & Hospitality March 2015 - May 2015
Maxim Group September 2014 - December 2014
RCC Ventures, LLC January 2014 - August 2014
Baruch Investment Management Group August 2012 - January 2014
Morgan Stanley November 2013 - December 2013
CIBC FirstCaribbean International Bank July 2013 - August 2013
AXA Advisors September 2012 - February 2013
Skills
Public Speaking, PowerPoint, Social Media, Volunteer Management, Social Networking, Research, Project Management, Leadership, Microsoft Excel, Fundraising, Microsoft Word, Teamwork, Time Management, Microsoft Office, Market Research, Financial Analysis, Data Analysis, Financial Modeling, Bloomberg, Equity Research, Bloomberg Terminal, Capital IQ, DCF Valuation, Fundamental Analysis, Access
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Economics
Morgan Stanley May 2015 - Present
ITN Networks August 2012 - May 2015
FOJP Service Corporation July 2011 - August 2012
Reed Smith LLP November 2011 - February 2012
Merrill Lynch March 2011 - June 2011
Skills
Microsoft Office, 70wpm, Data Craft Hospitality..., DHS Mailer/Reporting, EMS Consulting, Mac OS, Mac, Access, Process Scheduler, Social Networking, PowerPoint, Multi-line Phone, Outlook, Microsoft Word, Facebook, Event Planning, Advertising, Photoshop, Social Media, Microsoft Excel, Management
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Marketing and Advertisment
Morgan Stanley September 2006 - Present
Goldman Sachs July 2004 - September 2006
TD Waterhouse 2001 - 2004
NYBOT 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Infrastructure..., Data Center, Co-location, Business Continuity, UPS systems, Disaster Recovery, IT Operations, Cabling, Infrastructure, Business Continuity..., Facilities Management, Capacity Planning
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Finance
High School of Telecommunications Arts & Technology 1985 — 1989
Bank of America August 2011 - Present
Morgan Stanley November 2004 - July 2011
Protiviti 2003 - 2004
BNY Mellon 2001 - 2003
KPMG US 1996 - 2001
Skills
Risk Management, Risk Governance, Risk Assessment, Risk Monitoring, Risk Models, Operational Oversight, Operational Efficiency, Internal Audit, SOX 404, Management, Operational Risk..., Enterprise Risk..., Auditing, Financial Risk, Operational Risk, Banking, Financial Analysis, IT Audit, Sarbanes-Oxley Act, Basel II, Reg W 23A&B
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
EMBA, Business Administration
Morgan Stanley June 2015 - Present
Skills
Microsoft Excel, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Baruch Investment Management Group January 2012 - December 2012
Merrill Lynch August 2011 - January 2012
Skills
Data Analysis, Team Leadership, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Portfolio Management, Management, Budgets, Mergers & Acquisitions, Valuation, Finance, Equities, Financial Modeling
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Nassau Community College 2010 — 2011
Associate of Science (AS) (Cum Laude), Business Administration, Management and Operations
Long Island Lutheran Middle and High School 2005 — 2009
H.S. Diploma
Kravis Kohlberg & Roberts October 2013 - Present
Morgan Stanley May 2010 - May 2013
Royal Bank of Scotland November 2009 - May 2010
Ernst & Young January 2007 - October 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Private Equity, US GAAP, Asset Management, Banking, G/L Reconciliations, Balanced Scorecard, External Audit, Investment Schedule, Liquidity Management, Legal Entity Control, Financial Control, Audit Commitee Slides, Transfer Pricing, Balance Sheet Variance..., System Automation, Project Management, Intercompany...
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
M.S., Accountancy
LOOPi March 2015 - Present
Morgan Stanley January 2015 - Present
Caliber Associates, New York, NY April 2014 - December 2014
Consulate General of Israel June 2009 - March 2014
UBS Wealth Management May 2013 - September 2013
Illan Sharabi - Insurance Agency April 2007 - January 2008
Education
Baruch College/ Zicklin School of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley June 2013 - Present
Global Gaming & Hospitality February 2013 - April 2013
Management Leadership for Tomorrow August 2011 - September 2012
Morgan Stanley June 2012 - August 2012
The Jones Group Inc. November 2011 - May 2012
Financial Leadership Program August 2011 - May 2012
Undergraduate Admissions Office at Baruch College September 2010 - May 2012
New York Needs You June 2010 - May 2012
AIESEC Baruch September 2009 - January 2012
Goldman Sachs June 2011 - August 2011
Skills
Fluent in Spanish, Bloomberg Terminal, Microsoft Office, Capital IQ, Investment Banking, Non-profits, PowerPoint, Excel, Word, Microsoft Excel, Microsoft Word, Nonprofits, Fundraising, Mergers & Acquisitions, Fixed Income, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Psychology
Goldman Sachs August 2012 - Present
Barclays Capital March 2007 - August 2012
JPMorgan Chase August 2004 - March 2007
Morgan Stanley June 2003 - May 2004
Skills
Capital Markets, Investment Banking, Legal Advisory, Portfolio Management, Debt Restructuring, Corporate Law, Private Equity, LBO, Fixed Income, DIP Financing, Leveraged Finance, Financial Modeling, Distressed Debt, Credit Risk, Equities, Securities, Alternative Investments, Structured Products, Credit Derivatives, Valuation, Securitization, Derivatives
Education
Brooklyn Law School 2008 — 2012
JD, Corporate Law
JPMorgan Chase 2004 — 2004
JPMorgan Chase Credit Training
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
BBA, Macaulay Honors Program (magna cum laude)
Università per Stranieri di Siena 2003 — 2003
Study Abroad Program
Hepatitis C Mentor and Support Group, Inc. December 2013 - Present
Russian-American Dental Association Oral Cancer/Smoking Cessation Campaign April 2009 - Present
Keith Sherman Associates Public Relations May 2015 - August 2015
Cherry Orchard Festival Foundation 2014 May 2014 - June 2014
Morgan Stanley March 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Leadership, Marketing, Facebook, Social Media Marketing, Social Networking
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
International Marketing, Junior
Syracuse University 2012 — 2014
Undecided
Harvey School 2008 — 2012
High School Diploma
MediaVest May 2015 - Present
Macy's October 2008 - July 2014
Macy's June 2005 - September 2008
Morgan Stanley February 2005 - May 2005
Macy's June 2004 - August 2004
Skills
Retail Math, Inventory Management, Sales Management, Team Leadership, Strategic Planning, Public Speaking, Store Management, Vendor Relationships, Visual Merchandising, Executing Events, Cosmetics, Retail Sales, Store Operations, Customer Service, Retail, Apparel, Fashion, Time Management, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2015
Certificate, Accounting
Fashion Institute of Technology
State University of New York at Albany
Bachelor of Arts (B.A.), Economics
Tsatis & Associates, P.C. April 2013 - Present
Toscano & Associates February 2011 - April 2013
Macey & Aleman February 2009 - February 2011
Henry Schein August 2007 - April 2008
New York City Bar June 2006 - January 2008
Bee Ready Fishbein Hatter & Donovan June 2007 - August 2007
Genoa & Associates January 2007 - March 2007
Morgan Stanley January 2005 - August 2005
Skills
Legal Research, Litigation, Landlord/Tenant Matters, Landlord-tenant..., Leases, Lease Negotiations, Refinance, Mortgage Lending, Commercial Litigation, Commercial Lending, Real Estate Transactions, Bankruptcy, Hearings, Legal Assistance, Legal Writing, Criminal Law, Construction Law, Civil Litigation, Chapter 7, Pleadings, Real Estate, Chapter 13 Bankruptcy, Courts, Property Law, Creditors' Rights, Commercial Real Estate, Negotiation, Motions, Wills, Corporate Law, Legal Advice
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
Juris Doctor, Law
City University of New York-Baruch College 2000 — 2004
B.B.A., Economics
Arch Insurance Group May 2014 - Present
JDRF September 2012 - May 2014
Tiffany & Co. November 2011 - May 2012
DGA Security Systems March 2009 - October 2011
Morgan Stanley May 2008 - March 2009
Lehman Brothers December 1998 - March 2008
Skills
WAN, Firewalls, MPLS, Switches, Network Design, Network Administration, Cisco Routers, F5 BigIP, Market Data, Low Latency, Disaster Recovery, Sybase, Catalyst Switches, Trading Systems, Data Center
Education
City University of New York-Baruch College 1996 — 2001
Master of Business Administration (MBA), Computer and Information Sciences and Support Services
Shivaji University 1989 — 1994
Bachelor's degree, Computer Engineering
Nomura Securities January 2015 - Present
RBS Markets & International Banking June 2013 - December 2014
Morgan Stanley April 2012 - August 2013
PSFCU November 2011 - April 2012
Merrill Lynch Wealth Management June 2011 - July 2011
UBS Financial Services January 2011 - May 2011
Skills
Bloomberg, Equities, Trading, Fixed Income, Hedge Funds, Options, Capital Markets, Financial Markets, Investment Banking, Series 7, Securities, Bloomberg Terminal, Financial Modeling, Alternative Investments, Investments, Asset Management, Risk Management, Portfolio Management, Valuation, Mutual Funds
Education
Bernard M. Baruch College, Zicklin School of Business New 2011 — 2019
Bachelors, Business Administration; Finance and Investments Economics
City University of New York-Baruch College 2008 — 2011
BA, Finance and Investments
Markit August 2015 - Present
Ernst & Young April 2011 - July 2015
Morgan Stanley October 2006 - April 2011
Manhattan Software August 2003 - January 2006
Skills
Management Consulting, Private Equity, Financial Modeling, Capital Markets, Governance, Due Diligence, Financial Analysis, PMO, Risk Management, Accounting, Business Analysis, Auditing, Financial Services, FATCA, Financial Reporting, Project Management, Program Management, Investment Banking, Business Intelligence, Corporate Finance, Business Process..., Change Management, Valuation, Process Improvement, Information Security, Portfolio Management, Leadership, Banking, Mergers & Acquisitions, IT Strategy, Strategy, Business Transformation, Business Process, Finance, Internal Controls, Analysis, AML, SDLC, Business Requirements, Vendor Management, Stakeholder Management, Project Finance, Business Strategy, Project Delivery, Data Analysis, Business Process Design, Consulting, KYC, Commercial Banking, Corporate Governance
Education
City University of New York-Baruch College 2008 — 2011
Master of Business Administration (MBA), Management Information Systems, General
New York Institute of Technology-Old Westbury 1998 — 2000
Bachelor of Science (BS), Management Information Systems, General
ACAMS Certification
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
FXCM August 2013 - November 2013
AmeriMerchant August 2012 - November 2012
Citi January 2011 - July 2012
Skills
Financial Services, Sales Operations, Sales, Direct Sales, Banking, Retail Banking, Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Credit, Finance, Microsoft Word, PowerPoint
Education
Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Life Time - The Healthy Way of Life Company June 2015 - Present
Seton Hall University August 2012 - Present
Equinox January 2015 - May 2015
Federal Reserve Bank of NY September 2007 - 2011
Federal Reserve Bank of New York 2006 - 2007
Morgan Stanley 2004 - 2005
Skills
Public Relations, Pilates, Interviews, Management, Analysis, Business Writing, Event Planning, Oral Communications, Education, Social Media, Higher Education, Editing, Written & Oral..., Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Fitness Instruction
Education
The Equinox Pilates Institute 2014 — 2015
Comprehensive Pilates Training Program Certification, Pilates
City University of New York-Baruch College 2005 — 2007
MA, Corporate Communication
Seton Hall University 1996 — 2000
BA, Communication
Estee Lauder Companies August 2006 - Present
MTA - NYCT June 2005 - July 2006
BLACK MOUNTAIN MANAGEMENT February 2001 - June 2004
MORGAN STANLEY September 1997 - February 2001
Skills
Employee Benefits, Benefits Administration, Retirement Benefits, Human Resources, HRIS, Vendor Management, Pensions, 401k, Defined Benefit, Outsourcing, Leadership, Management, New Hire Orientations, PeopleSoft, Onboarding, Deferred Compensation, Employee Relations, Talent Management, Recruiting, Performance Management
Education
Baruch College, City University of New York (CUNY)
MBA
Baruch College, City University of New York (CUNY)
BBA
Royal Bank of Scotland 2010 - 2014
Morgan Stanley 2008 - 2010
HSBC Securities 2005 - 2007
Deutsche Bank 2001 - 2004
Merrill Lynch 1995 - 2001
Citibank 1991 - 1995
Skills
Investment Banking, Fixed Income, Risk Management, Derivatives, Operational Risk, Capital Markets, Due Diligence, Credit Risk, Bloomberg, FX Options, Securities, Banking, Credit, Operational Risk..., Hedge Funds, Financial Services, Equities
Education
City University of New York-Baruch College
MBA, Finance and Investments
State University of New York at Albany
BA, Psychology
Morgan Stanley June 2013 - Present
Morgan Stanley January 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Picatinny Arsenal, U.S. Army September 2010 - December 2010
Johns Hopkins University Applied Physics Laboratory June 2009 - August 2009
Skills
Finance, Quantitative Finance, Software Engineering, C++, Java, Strategy, Time Series Analysis, Programming, Financial Engineering, Matlab, Computer Science, Databases, Investments, Microsoft Office, R, Data Analysis, Research
Education
City University of New York-Baruch College
Master of Financial Engineering
Stevens Institute of Technology 2008 — 2013
Bachelor of Science, Master of Science, Computer Science
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Bari Waxman & Associates January 2009 - Present
Pulvermacher Firth September 2007 - December 2008
Morgan Stanley June 2006 - June 2007
Morgan Stanley January 1998 - January 2006
Morgan Stanley 1993 - 1998
Morgan Stanley 1989 - 1993
Skills
Succession Planning, Leadership, Talent Management, Organizational..., Acquisition Integration, Executive Coaching, Employee Engagement, Performance Management, Organizational..., Leadership Development, Employee Relations, Change Management, Workshop Facilitation, Coaching, Onboarding, Mergers, Organizational Design, Team Building, Risk Management, Portfolio Management, MBTI, Business Transformation, Program Management, Recruiting, Mergers & Acquisitions, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 2007 — 2007
Certificate, Executive Coach
Birkbeck, University of London 1996 — 2000
MSC, Organizational Behavior
University at Albany, SUNY 1985 — 1989
BS, Business - MIS
Midwood High School 1982 — 1985
Morgan Stanley November 2013 - Present
PwC 2008 - November 2013
Skills
Tax Research, Corporate Tax, GoSystems, Partnership Taxation, Tax Accounting, FIN 48, Income Tax, Tax, FAS109, Tax Returns, US Tax, State Tax, Tax Advisory
Education
Baruch College 2004 — 2008
BBA, Accounting
Morgan Stanley June 2015 - Present
Haver Analytics August 2014 - June 2015
Axiom SL April 2014 - July 2014
First Investors February 2014 - April 2014
Club Z! In-Home Tutoring Services 2011 - 2014
Pearl Capital Rivis Ventures, LLC. May 2013 - September 2013
Swatch Ltd. May 2012 - May 2013
Champion Learning Center January 2010 - May 2013
US Census Bureau March 2010 - July 2010
UBS Investment Bank September 2008 - December 2008
Skills
Microsoft Excel, Finance, Financial Services, Analysis, Financial Analysis, Risk Management, Financial Planning, Microsoft Office, Investments, Financial Risk, Bloomberg, Portfolio Management, Fixed Income, Equities, Derivatives, Financial Modeling, Securities, Capital Markets, Credit Risk, Economics, Corporate Finance, Valuation, Customer Service, Microsoft Word, Data Analysis, Research, PowerPoint, Teamwork, Social Media, Strategic Financial..., Mutual Funds, Financial Markets, Cash Management, Account Reconciliation, Financial Reporting, Leadership, Public Speaking, Social Networking
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Investment Management
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelor of Business Administration (BBA), Finance and Investments
General Assembly June 2015 - September 2015
Arnold & Porter June 2010 - June 2015
Viacom, Inc. (via Hudson Legal) 2009 - 2009
Paul Weiss Rifkind Wharton and Garrison LLP (via Hudson Legal) 2006 - 2009
The Metropolitan Museum of Art 2003 - 2005
Morgan Stanley 2001 - 2001
Dealogic 2000 - 2001
Skills
Ruby on Rails, Web Development, HTML5, CSS, JavaScript, Litigation, Litigation Support, Licensing, Arbitration, Legal Assistance, Securities, Hearings, Securities Litigation, Westlaw, HTML, Trials, AJAX, Ruby, AngularJS
Education
General Assembly 2015 — 2015
Full Stack Web Development
Baruch College, City University of New York (CUNY) 1997 — 2001
Bachelor's Degree, Finance and Investments
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Sterling Publishing June 2013 - December 2013
Public Advocate for the City of New York - Bill de Blasio January 2013 - May 2013
Skills
Project Management, Teamwork, Peer Mentoring, Public Speaking, Research, Social Media, PowerPoint, Event Planning, Leadership, Time Management, Marketing, Strategic Planning, Qualitative Analysis, Team Building, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Arts (B.A.), History, Political Science, Magna Cum Laude
American Express February 2015 - Present
Morgan Stanley January 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Atlantic Partners Financial Group September 2011 - December 2011
Russian Standard Bank November 2004 - June 2007
Skills
Fixed Income, Investments, Financial Markets, Financial Analysis, Bloomberg, Cognos, QlikView
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Major in Finance and Investments, Minor in Economics, Summa Cum Laude
Forfeiture Support Associates, LLC. June 2015 - Present
ECS Federal, Inc. March 2013 - June 2014
Paradigm Technologies, Inc. November 2011 - March 2013
Morgan Stanley May 1990 - August 2010
Skills
Financial Analysis, Financial Reporting, Finance, Process Improvement, Project Management, Equities, Management, Accounting, Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Leadership
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Accounting
NYSIF January 2015 - Present
Morgan Stanley March 2014 - August 2014
Skills
Operations Management, Microsoft Excel, Microsoft Word, Business Planning, Business Strategy, Balance Sheet, Investments, Stocks, Wealth Management, Commercial Real Estate, Residential Investment..., Budgets, Leadership, Finance, Analysis, Financial Analysis, Investment Banking, Financial Markets
Education
Nassau Community College 2015 — 2016
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Finance and Financial Management Services
Morgan Stanley 2012 - Present
Deutsche Bank 2010 - 2012
Oppenheimer & Co. 2008 - 2010
Lehman Brothers 2002 - 2008
Salomon Smith Barney 1998 - 2002
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Investment Banking, Series 7, Investments, Asset Managment, Portfolio Management, FX Options, Valuation, Options, Structured Products, Investment Strategies, Trading, Wealth Management, Bonds, Investment Management, Electronic Trading, Cash Management, Due Diligence, Banking
Education
City University of New York-Baruch College 1995 — 1999
BBA, Finance, Economics, Accounting
Morgan Stanley Wealth Management April 2013 - Present
Morgan Stanley Wealth Management February 2010 - April 2013
Morgan Stanley 2008 - 2009
Allianz Global InvestorsALLIANZ GLOBAL INVESTORS 2004 - 2007
Skills
Investments, Banking, Securities, Series 7, Mutual Funds, Project Coordination, Series 6, Series 63, Finance, Financial Services, Wealth Management, Analysis
Education
Fordham University - Graduate School of Business Administration 2015 — 2015
MBA, Global Business Management
City University of New York-Baruch College 1999 — 2004
Bachelor of Business Administration (BBA)
Morgan Stanley August 2012 - Present
Morgan Stanley June 2011 - August 2011
nycTIES April 2008 - July 2010
Deloitte & Touche LLP 2003 - 2010
Skills
Valuation, Emerging Markets, Fixed Income, Bloomberg, Corporate Development, Equity Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Finance
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Entrepreneurship and Economics
Baruch College, City University of New York (CUNY) 2002 — 2003
MS, Accounting
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance and Investments
Midwood High School 1994 — 1998
C W Flanagan High School June 2015 - Present
Urban Assembly School of Business for Young Women August 2013 - Present
New York City Teaching Fellows January 2013 - Present
Morgan Stanley March 2012 - September 2012
Nomura Holding America October 2009 - October 2011
MFP Investors LLC February 2008 - October 2009
Skills
Event Planning, Thinking Outside The Box, Excel, Budgeting, Event Management, Annual Reports, PowerPoint, Word, Outlook, Microsoft Office, Customer Relations, Spreadsheets, Research, Photoshop, Problem Solving, Advertising, Corporate Communications, Writing, SharePoint, Analysis, Marketing Communications, HTML, Supplier Diversity, Sourcing, RFP, Microsoft Word, Microsoft Excel, Graphic Design, Budgets, Customer Service, Team Building, Social Media Marketing, Financial Analysis, Social Media, Editing, Public Speaking
Education
Relay Graduate School of Education 2013 — 2015
Master's Degree, Masters of Arts in Teaching Mathematics
City University of New York-Baruch College - Zicklin School of Business 2006 — 2011
BBA, Finance w/a minor in Communications
Boston University Questrom School of Business 2005 — 2006
Entrepreneurship
Morgan Stanley May 2015 - Present
Morgan Stanley February 2014 - May 2015
Morgan Stanley July 2007 - January 2014
Morgan Stanley July 2002 - July 2007
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
M.S., Industrial/Organizational Psychology
Hofstra University 1996 — 2000
B.A., Psychology
Yext October 2014 - Present
Barclays January 2013 - October 2014
Morgan Stanley June 2011 - January 2013
Morgan Stanley June 2010 - June 2011
Coleman Research Group April 2009 - May 2010
HSBC Securities (USA) Inc June 2009 - August 2009
Skills
Finance, Financial Modeling, Investments, Corporate Finance, Funding, Financial Analysis, Research, Accounting, Financial Services, Microsoft Excel, Economics, Due Diligence, Forecasting, Microsoft Office, Google Analytics, SQL
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Finance and Investments
Roc Nation May 2013 - Present
Deloitte September 2010 - May 2013
Morgan Stanley May 2008 - June 2009
Skills
Auditing
Education
Baruch College 2006 — 2010
BBA, Accountancy, Cum Laude
Morgan Stanley October 2005 - Present
Deutsche Bank 2002 - 2005
PricewaterhouseCoopers 1999 - 2001
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Fixed Income, Hedge Funds, Management, Finance, Accounting, Capital Markets, Equities, Asset Management, Financial Services, Valuation, CPA
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
M.S., Accounting
New York University 1995 — 1999
B.S., Finance, Information System
Morgan Stanley June 2010 - Present
Skills
Risk Analysis, Business Continuity..., Highly detail oriented, Staff Mentor, Quality Assurance, Management, Governance, Information Security, Training, Testing, Financial Services, Risk Management, Business Analysis, Project Management
Education
New York University 2010 — 2013
Master of Science (MS)
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Morgan Stanley July 2005 - Present
Moody's Investors Service Inc. 1986 - 2005
Arthur Andersen & Co 1982 - 1986
Education
Baruch College, City University of New York (CUNY) 1979 — 1981
MBA, Health Care Administration
University at Albany, SUNY 1975 — 1979
BS, Business Administration
DAY TRADING June 2014 - Present
The Bank of New York May 2006 - June 2014
ALLIANCE BERNSTEIN October 2005 - May 2006
AXA- FINANCIAL August 2004 - September 2005
CITIGROUP, Trade Support April 2003 - August 2004
Morgan Stanley January 2002 - April 2003
MANAA TRADING GROUP February 2001 - September 2001
CHRISTIAN LEGAL/FINANCIAL SERVICES June 1998 - December 2000
Skills
Bloomberg, Options, Electronic Trading, Fixed Income, Series 7, Derivatives, Equities, FX Options, Bonds, Equity Derivatives, Trading, Settlement, Commodity, Mutual Funds, Swaps, Middle Office, Account Reconciliation, Finance, Securities, Credit, Currency, Financial Services, ETFs, Corporate Actions, Investment Banking, CDS, Back Office, Financial Markets, Financial Risk, Hedge Funds, Asset Management, Capital Markets, Interest Rate Swaps
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Finance and Inversment, Fiance&Investment
BaruchCollege 1993 — 1998
BBA, Finance & Investments
National Futures Association June 2014 - Present
Haver Analytics October 2013 - May 2014
Morgan Stanley May 2013 - August 2013
NBCUniversal, Inc. October 2010 - May 2013
University of South Florida August 2008 - May 2010
Skills
Statistics, Financial Analysis, Leadership, Financial Modeling, Microsoft Excel, Financial Markets, Sales, Bloomberg Terminal, German, French, Spanish, Italian, Reuters 3000, Spreadsheets, Database Systems, Information Systems, Futures, Options, Swaps
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Univeristy of Central Florida 2001 — 2005
Bachelor of Arts (B.A.), History, 3.45
USF
PwC July 2013 - Present
Morgan Stanley May 2009 - June 2011
Morgan Stanley June 2007 - May 2009
Skills
Business Analytics, Regulatory Compliance, Management Consulting, Project Management, Operations Management, Data Analysis, Business Strategy, Finance, Financial Analysis, Risk Management, Strategy, Capital Markets, Process Improvement, Client Relations, FX Operations, Banking, Trading, FX Options, Financial Modeling, Financial Risk, CCAR, Enterprise Risk...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Baruch College 2003 — 2007
BBA, Finance and Investments
Morgan Stanley June 2015 - Present
Skills
Perl, Unix Shell Scripting, C++, PL/SQL, T-SQL, Bonds, VAR, Hedging, Numerical Analysis, Monte Carlo, Settlement, Databases, Sybase, SDLC, Multithreading, R, Matlab, Java, Time Series Analysis, Interest Rate..., Spring, Electronic Trading, Web Services, Agile Methodologies, Trading, Fixed Income, Shell Scripting, Spring Framework, Equities
Education
Baruch College 2010 — 2014
MS in Financial Engineering, Quantitative Finance
IET Lucknow 1993 — 1997
Bachelor of Technology, Comp Sc. & Engineering
Raleigh-Durham April 2015 - Present
Balance Lives April 2009 - Present
Results Coaching Systems May 2005 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Morgan Stanley December 2009 - September 2010
Wolters Kluwer NV September 2007 - March 2009
Starwood Hotels January 2006 - March 2007
Morgan Stanley October 1998 - May 2005
Standard and Poor's / McGraw-Hill September 1995 - October 1997
Prudential Securities – New York, NY 1992 - 1994
Skills
Vendor Management, Organizational..., Leadership Development, Strategy, Training, Talent Management, Leadership, Program Management, Management, Recruiting, Coaching, Team Building, Interviews, Onboarding, Consulting, Analysis, Staff Development
Education
Baruch College 1999 — 2001
MS, Industrial Psychology/Organizational Behavior
Cornell University 1988 — 1992
BA, Hotel, Business, Communications
Morgan Stanley May 2013 - Present
Citi March 2012 - May 2013
Nosco Inc May 2009 - December 2009
J.P. Morgan June 2008 - February 2009
Sumitomo Mitsui Banking Corporation - Capital Markets August 2007 - June 2008
Education
Cass Business School 2010 — 2011
MSc, Investment Management
Baruch College, City University of New York (CUNY) 2007 — 2009
B.B.A, Finance and Investments
Capital One April 2012 - Present
New York Community Bancorp April 2011 - April 2012
First Data May 2005 - April 2011
Washington Mutual 2004 - 2005
Bank of America 1992 - 2004
National Westminster Bank 1991 - 1998
Macy's East 1991 - 1993
Morgan Stanley 1979 - 1989
Skills
Employee Relations, Performance Management, Coaching, Investigations, Conflict Resolution, Mediation, HR Policies, Employment Law, Employee/Labor Relations, Union Avoidance, EEOC, Human Resources
Education
Taft Law School 2009 — 2012
JDET, Law
LIU Post
MBA, HR
Baruch College, City University of New York (CUNY)
BBA, Advertising/Psych
Forest Hills High School
Regents Diploma
Tower Research Capital January 2015 - Present
Tower Research Capital August 2009 - Present
PricewaterhouseCoopers LLC September 2007 - July 2009
Morgan Stanley April 2005 - August 2005
Skills
US GAAP, Financial Accounting, Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Due Diligence, Sarbanes-Oxley Act, Hedge Funds, Internal Controls, Auditing, Cash Flow, Corporate Finance, SEC filings, Tax, Financial Statement..., Equities, GAAP, IFRS, Valuation, Analysis, Finance, Investments, Private Equity, Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Accounting
State University of New York at Stony Brook 2000 — 2004
Bachelor of Arts, Economics
Hunter high school
Morgan Stanley March 2007 - Present
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Morgan Stanley January 2006 - June 2007
Prudential Securities October 1998 - September 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA
Queensborough Community College 1992 — 1995
Morgan Stanley December 2011 - Present
Moody's Investors Service May 2010 - December 2011
Goldman Sachs & Co May 2007 - May 2010
Goldman Sachs Asset Management August 2005 - April 2007
UBS Investment Bank October 2003 - April 2005
UBS October 2002 - September 2003
Education
New York University 2006 — 2010
MPA, Public Policy & Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance & Investments
Morgan Stanley
Education
Baruch College, City University of New York (CUNY)
Citi Private Bank October 2012 - Present
845 Condo Association 2006 - Present
Madison Capital January 2012 - September 2012
Tishman Speyer April 2008 - November 2011
Citigroup Property Investors May 2005 - April 2008
Morgan Stanley October 2000 - April 2005
Skills
Accounting, Budgets, Financial Analysis, Financial Modeling, Management, Mutual Funds, Real Estate, Variance Analysis, Due Diligence, Finance
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Dual Concentration- Accounting and Finance
Baruch College, City University of New York (CUNY) 1996 — 2000
Undergrad, Finance and Investments
Morgan Stanley October 2005 - Present
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Financial Reporting, Derivatives, Accounting, Risk Management, Corporate Finance, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Economics
Baruch College 2001 — 2005
Bachelor of Science (BS), Accounting
Citi April 2014 - Present
Citi April 2009 - April 2014
Citi May 2007 - April 2009
Citi February 2006 - May 2007
New York Software Industry Association (NYSIA) May 2005 - February 2006
Morgan Stanley June 2003 - August 2003
Morgan Stanley June 2002 - August 2002
Skills
Project Management, Strategy Execution, Requirements Gathering, Credit Cards, Marketing Strategy, Process Improvement, Business Analysis, Marketing, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA, Marketing & Finance
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Computer Information Systems
Morgan Stanley 2013 - Present
Apollo Global Management LLC May 2012 - May 2013
The Blackstone Group January 2007 - September 2011
International Securities Exchange April 2005 - December 2006
Instinet Corporation (INET ECN) September 2002 - April 2005
Deloitte & Touche September 1999 - September 2002
The Berkeley Group 2001 - 2002
Skills
Financial Reporting, Finance, Private Equity, Financial Analysis, Financial Services, Accounting, Sarbanes-Oxley Act, Hedge Funds, Financial Modeling, Internal Controls, Corporate Finance, Equities, Due Diligence, Financial Accounting, Valuation
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Morgan Stanley August 2012 - Present
Merrill Lynch October 2007 - August 2012
UBS 2006 - 2007
Societe Generale 2005 - 2006
Instinet Corporation 2000 - 2004
Skills
Trading Systems, Electronic Trading
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Learning Tree
Morgan Stanley December 2014 - Present
HSBC Private Bank, New York February 2012 - December 2014
Safra National Bank of NY March 2001 - January 2012
Skills
Alternative Investments, Private Banking, Private Equity, Investments, Risk Management, Relationship Management, Fixed Income, Equities, Credit, Portfolio Management, Wealth Management, Capital Markets, Banking, Financial Markets, Financial Services, Hedge Funds, Investment Banking, Series 7
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Finance & Investments
Université de Caen Basse Normandie 1996 — 1997
Post Graduate Degree in Management
Université Robert Schuman (Strasbourg III) 1990 — 1995
Masters of Law
Morgan Stanley September 2013 - Present
Deloitte December 2007 - September 2013
Skills
Auditing, SEC filings, Accounting, Financial Reporting, Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelors, Accounting
Baruch College
Master of Business Administration (MBA) - In Pursuit, Finance/Accounting
St. Francis De Sales...
The Provident Bank December 2008 - July 2011
Baruch College September 2005 - June 2008
Morgan Stanley June 2003 - February 2005
Skills
Marketing, Customer Service, Banking, Sales
Education
Holy Name Medical Center School of Nursing 2013 — 2015
Nursing Diploma , Registered Nursing/Registered Nurse
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Operatıons Management
National Futures Association 2014 - Present
Morgan Stanley February 1998 - March 2014
Morgan Stanley 2011 - 2014
Morgan Stanley 2009 - 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Morgan Stanley 2001 - 2004
Morgan Stanley 1998 - 2001
National Futures Association 1995 - 1998
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Middle Office, Operational Risk, Operational Risk..., Options, Prime Brokerage, Securities, Swaps
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accounting
Morgan Stanley December 2012 - Present
Morgan Stanley Wealth Management November 2004 - November 2012
Citi February 1999 - November 2004
DTCC March 1997 - February 1999
sanofi-aventis January 1995 - February 1997
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Finance, Accounting, Analysis, Budgets, Strategic Financial..., Executive Management, Business Process..., Strategy, Variance Analysis, Due Diligence, Project Management, Corporate Finance, Risk Management, Valuation, Essbase, Strategic Planning, Expense Management, Activity Based Costing, Business Development, Financial Forecasting, Managerial Finance, Budgeting, Outsourcing, Financial Accounting, Leadership, ProClarity, Policy, Resource Management, Mergers & Acquisitions, P&L Oversight, Resource Deployment, Accounting Policy, CPA, Income Tax, Corporate Tax, Sales Tax, Payroll, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
City Sounds of NY - Speech-Language Development Center September 2008 - Present
City Sounds of NY- Speech-Language Development Center, Inc. August 2008 - Present
Iago Films, LLC September 2001 - February 2003
Gotham Courier & Logistics September 1998 - August 2001
Streaming Media formerly Interactive Connection 1996 - 1998
Morgan Stanley May 1993 - September 1995
Skills
Marketing, SEC, CPA, SEC filings, Turn Around Management, Financial Reporting, Divestitures, Cash Management, Financial Forecasting, Acquisitions, Treasury, Treasury Management, Strategic Financial..., Investments, New Business Development, Finance
Education
Pace University - Lubin School of Business 1993 — 1995
Baruch College 1990 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Baruch College
degree, Accounting; International Finance
Pricewaterhouse Coopers, LLP August 2010 - June 2013
Resource America September 2009 - September 2009
Morgan Stanley November 2008 - May 2009
Visiting Nurse Service of New York 2009 - 2009
Visiting Nurse Service of New York 2009 - 2009
Citigroup August 2006 - January 2008
Foscann Inc January 2005 - July 2006
Ford Foundation February 2001 - January 2005
Skills
Active Directory, Hardware, Help Desk Support, Technical Support, Laptops, Desktop Computers, SharePoint, ITIL, Visio, IT Management, Vendor Management, Troubleshooting, Printers, Windows 7, Windows, Microsoft Exchange, IT Operations, Computer Hardware, Technical Writing, VMware, System Deployment, Information Technology
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems
New York City Technical College
A.A.S, Marketing Management and Sales
Morgan Stanley
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Accounting
Wachovia Securities June 2006 - Present
Morgan Stanley December 1990 - January 2005
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Business
JPMorgan Chase & Co. October 2014 - Present
Barclays Capital November 2008 - Present
Lehman Brothers August 2007 - October 2008
AIG October 2006 - August 2007
Morgan Stanley 2003 - 2006
Skills
Hedge Funds, Asset Management, Bloomberg, Business Analysis, Financial Reporting, Microsoft Excel, Capital Markets, Equities, Access, Corporate Finance, Investment Banking, Prime Brokerage, Fixed Income, Financial Modeling, Derivatives, Valuation, Banking, Emerging Markets, Equity Derivatives, Structured Products
Education
City University of New York-Baruch College 2001 — 2001
BBA, Business Administration, Management and Operations
JPMorgan Chase April 2014 - Present
GRMS IT Deutsche Bank October 2013 - April 2014
Citi March 2003 - May 2013
Deutsche Bank September 1999 - March 2003
Citigroup 1997 - 1999
Salomon Brothers 1996 - 1997
Morgan Stanley 1990 - 1993
JPMorgan March 1990 - 1992
Lehman Brothers July 1988 - 1991
NYNEX 1985 - 1991
Skills
Integration, Trading Systems, Unix, Fixed Income, Virtualization, Servers, Strategy, Derivatives, Market Data, Capital Markets, Prime Brokerage, Electronic Trading, Management, Networking, Operating Systems, Investment Banking, Equities, Hedge Funds, Low Latency, Interest Rate..., Middle Office, Equity Derivatives, Credit Derivatives, Network Management..., Structured Products, Mergers & Acquisitions
Education
City University of New York 1981 — 1985
not completed PhD. in, Electrical Engineering
City University of New York City College 1979 — 1980
M.S., Computer Science / Electrical Engineering
Baruch College, City University of New York (CUNY) 1978 — 1979
M.B.A, International Finance
City University of New York City College 1972 — 1976
B.S., Computer Science
Morgan Stanley January 2010 - January 2011
Ambac Financial Group, Inc. 2009 - 2010
Morgan Stanley January 2008 - December 2008
American Accounting Service November 2003 - August 2007
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Bachelor, Finance
Morgan Stanley June 1988 - November 2008
Morgan Stanley 1988 - 2008
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelors, Marketing
Bank of America April 2014 - Present
NASDAQ September 2013 - March 2014
Nomura Securities March 2013 - August 2013
Shark Bites Cafe January 2011 - November 2012
Independence/Sovereign Bank/Meridian Capital Group January 2001 - July 2010
Morgan Stanley August 1995 - January 2001
Skills
Analyzing Information ..., Leadership, Customer Service, Outlook, Management, Microsoft Office, Training, Interviews, Human Resources, Marketing, Employee Relations, Budgets
Education
Baruch College
Paralegal Studies
St. Mary's Secretarial College
Business Administration and Secretarial Studies
Morgan Stanley March 2008 - February 2009
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance
Morgan Stanley January 2015 - Present
Skills
Financial Modeling, Equities, Cost Reduction..., Analytics, Data Analysis, Fixed Income, Bloomberg, Valuation, Investment Banking, Financial Analysis, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelors, Finance and Investment
Deloitte February 2012 - Present
Deloitte Touche Tohmatsu Ltd November 2000 - February 2012
Morgan Stanley 1998 - 2000
Skills
SAP, Access, Excel, Word, Microsoft Excel, Software Documentation, Accounts Payable, Business Process..., Analysis, Business Analysis, Financial Analysis, Process Improvement, Management
Education
City University of New York-Baruch College
BBA, Finance
MUFG Americas March 2015 - Present
Citigroup July 2004 - March 2015
Morgan Stanley 2001 - 2004
Lehman Brothers December 1982 - September 2001
Skills
ISDA negotiations, ISDA, Swaps, Derivatives, Hedge Funds, Capital Markets, Structured Finance, FX Options, Fixed Income, Risk Management, Finance, Trading, Commodity, Credit, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
Graduate studies in finance and accounting
The Johns Hopkins University 1976 — 1980
Bachelor of Music, Piano Performance
Morgan Stanley September 2014 - Present
Halstead Property July 2009 - March 2012
Skills
Social Media, Real Estate, Sellers, Property, Real Estate Transactions, Investment Properties, Relocation, Condos, Real Estate Development, Property Management, Luxury, Leases, Sales, First Time Home Buyers
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Business Administration and Entrepreneurship
Morgan Stanley October 2000 - Present
Skills
Private Equity, Valuation, Alternative Investments, Equities, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
BBA
New York University - Leonard N. Stern School of Business
MBA
Capital One August 2013 - Present
Barclays July 2011 - August 2013
Morgan Stanley October 2007 - July 2011
HSBC Commercial Banking January 2004 - October 2007
Skills
Banking, Loans, Fixed Income, Credit, Financial Analysis, Financial Services, Derivatives
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Barclays Investment Bank January 2015 - Present
Barclays Investment Bank September 2013 - December 2014
Morgan Stanley January 2013 - August 2013
Morgan Stanley June 2011 - December 2012
Morgan Stanley January 2010 - June 2011
ACM/NYC September 2009 - November 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance and Investments
Field Street Capital Management May 2011 - July 2013
Lyons Mortgage Services, Inc. March 2003 - May 2011
Morgan Stanley April 2000 - August 2002
Skills
Perl, jQuery, JavaScript, AJAX, HTML, XML, PHP, C#, Microsoft SQL Server, Sybase, MySQL, DB2, Unix, Linux, Windows, Fixed Income, Mortgage Banking
Education
Baruch College 2005 — 2009
Master of Business Administration (MBA), Finance and Real Estate
Brooklyn College 1996 — 1999
Bachelor of Science (BS), Computer and Information Science
ACE Group 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2010
Morgan Stanley 2001 - 2007
Morgan Stanley 1997 - 2001
Bankers Trust 1994 - 1997
Federal Reserve Bank of New York 1989 - 1994
Republic National Bank 1988 - 1989
Skills
Executive Coaching, MBTI, Leadership, Performance Management, Capital Markets, Organizational..., Organizational..., Management, Talent Management, Leadership Development, Succession Planning, Training, Employee Engagement, Team Building, Management Development, Culture Change, E-Learning, Executive Development, Training Delivery, Fixed Income, Group Process Consulting, Talent Acquisition, Dennison Leadership 360..., CCL Assessment..., DiSC Assessment, Cornell University..., DDI Management..., Coaching, Business Strategy, Human Resources, Strategic Planning, Onboarding, Management Consulting, Organizational Design, Mergers & Acquisitions, Executive Management, Personnel Management, Change Management, Employee Relations, Career Development, Consulting, Workforce Planning, Deferred Compensation, Employee Training, Workshop Facilitation, Project Planning, Financial Services, Enterprise Software, Performance Improvement, Employee Benefits
Education
City University of New York-Baruch College - Zicklin School of Business
Certified Executive Coach
New York University
Master of Arts (M.A.), Organizational Development and Behavior
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Finance
MUFG Americas February 2015 - Present
Morgan Stanley December 2012 - January 2015
Morgan Stanley December 2009 - August 2012
Morgan Stanley February 2009 - October 2009
Morgan Stanley September 2007 - February 2009
Bank of America May 2005 - January 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Fund Accounting, Cash Management, Accounting, Corporate Finance, Hedge Funds, Financial Planners, Internal Controls, Sarbanes-Oxley Act, US GAAP reporting, German GAAP, SEC filings
Education
Baruch College 2004 — 2009
Bachelor's degree, Accounting
Germany
Deutsche Bank September 2013 - Present
TD Ameritrade 2011 - August 2013
Deutsche Bank 2010 - 2011
Merrill Lynch September 2006 - February 2009
Morgan Stanley June 1987 - July 2003
Skills
Risk Management, Vendor Management, SDLC, PMO, Portfolio Management, Management, Program Management, Financial Services, Equities, Business Analysis, IT Strategy, Fixed Income, Enterprise Architecture, Project Portfolio..., Strategy
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Management, Finance
New York University 1995 — 1999
BS, Nursing
UBS Investment Bank September 2006 - Present
Morgan Stanley June 1987 - March 2006
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Bloomberg, Middle Office, Financial Markets, Trading, Equity Derivatives, Derivatives, Investment Banking, Options, Electronic Trading, Equities, Equity Trading, Fixed Income, Market Data, Securities, Series 63, Series 7, Trading Systems
Education
Baruch College
BBA, Business
Morgan Stanley January 2012 - Present
Morgan Stanley July 2007 - December 2011
Raymond James June 2005 - December 2006
Skills
Fixed Income, Investments, High Yield, Bloomberg, Equities, Risk Management, Securities, Series 7, Microsoft Office, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA Candidate, Finance
University of Miami - School of Business 2003 — 2007
BBA, International Finance and Marketing
Morgan Stanley April 2015 - Present
Morgan Stanley January 2013 - Present
J.P. Morgan April 2012 - January 2013
Morgan Stanley April 2010 - April 2012
Morgan Stanley October 2009 - April 2010
Morgan Stanley November 2007 - October 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Risk Management, Financial Risk, Policy, Banking, Management, Operations, Credit, Leadership, Loans, Outsourcing, Training, Operational Risk..., Securities, Analysis, Derivatives, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Statistics
Emory University 1997 — 2001
BA, Economics, Mathematics
Financial Services September 2013 - Present
Morgan Stanley January 2011 - August 2013
Morgan Stanley Smith Barney September 1996 - August 2013
Skills
Microsoft Office, ThomsonOne, DST Vision, BNY Mellon - SuRPAS, Advisor Central
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, International Finance
Borough of Manhattan Community College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Banking and Finance
SS&C Technologies January 2010 - Present
Columbus Avenue Consulting June 2006 - January 2010
Auda Advisor Associates February 2002 - June 2006
Morgan Stanley 1998 - 2002
Morgan Stanley 1998 - 2002
Education
Baruch College 1994 — 1998
Accountancy
Morgan Stanley Bank, N.A. January 2014 - Present
Morgan Stanley June 2008 - January 2014
Morgan Stanley January 2007 - May 2008
Merrill Lynch June 2007 - August 2007
L'Oréal August 2006 - May 2007
Skills
Corporate Finance, Risk Management, Capital Markets, Fixed Income
Education
Baruch College 2004 — 2008
BBA (Cum Laude), Major: Finance and Investments; Minor: Social Psychology
Morgan Stanley September 1990 - Present
Education
Baruch College
Master's degree, Finance and Financial Management Services
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley January 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Integrity Consulting & Marketing Services October 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) September 2010 - December 2010
Skills
Bloomberg, Trading, Fixed Income, Middle Office, Finance, Capital Markets, Investment Management, Equities, Derivatives, Hedge Funds, Securities, Financial Analysis
Education
City University of New York-Baruch College 2007 — 2011
BA, Mathematics
Morgan Stanley April 1999 - Present
Beth Israel Medical Center January 1999 - March 1999
MetLife December 1997 - August 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Adobe Acrobat, Lightroom, MapInfo Professional, Dreamweaver, SnagIt, Camtasia, Technical Writing, Proofreading, Editing, Project Management, Adobe Creative Suite, InDesign, QuarkXPress, Photography, Event Photography, Studio Photography, Fashion Photography, Portrait Photography
Education
Baruch College 1993 — 1997
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
School of Visual Arts 2011 — 2012
Morgan Stanley June 2013 - Present
Skills
Foreign Exchange, Financial Analysis, Finance, Capital Markets, Access, Microsoft Excel, Banking, Corporate Finance, Accounting, Analysis, Financial Reporting
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Grady
Morgan Stanley June 2013 - September 2015
Morgan Stanley January 2013 - June 2013
Grant Thornton LLP October 2012 - January 2013
Morgan Stanley November 2011 - March 2012
Citi June 2010 - November 2011
RBC May 2009 - November 2009
Credit Suisse March 2008 - January 2009
Safra National Bank of New York October 2007 - February 2008
BNY Mellon April 2006 - September 2007
Skills
User Acceptance Testing, Business Analysis, Requirements Gathering, Anti Money Laundering, Risk Assessment, Policies and Procedures, Compliance Training, Project Management, Metrics Reporting, Defect Tracking, Process Enhancement, E-Communication..., Controls Assessment, Analytics, Internal Audit
Education
Baruch College
Bachelor of Arts (B.A.), Economics
Morgan Stanley September 2000 - Present
Skills
Financial Services, Business Analysis, Talent Management, Talent Acquisition, Data Analysis, Performance Management, HRIS, Employee Relations, CRM, Strong verbal and..., Ability to lead and..., Strong presentation...
Education
City University of New York-Baruch College
Morgan Stanley July 2013 - Present
New York Internet Company February 2002 - July 2013
Education
Baruch College 1998 — 2002
Bachelor of Computer Information Systems
UBS 2009 - 2013
Broadridge Financial 2008 - 2009
Morgan Stanley 2006 - 2008
Analyst roles at Goldman Sachs, HSBC, ETRADE 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master of Science (M.Sc.) Finance
Macquarie University 1997 — 2000
Bachelors degree in Economics
BE Global Advisors, Inc. August 2012 - Present
Mubadala Development Company October 2008 - August 2012
Morgan Stanley January 2004 - August 2007
Bear Stearns January 2003 - December 2003
PwC September 1999 - December 2002
Skills
Valuation, Mergers & Acquisitions, Investment Management, Private Equity, Financial Modeling, Venture Capital, Portfolio Management, Investment Banking, Alternative Investments, Management Consulting, Equity Research, Corporate Finance, Emerging Markets, M&A experience, Regulatory Compliance, Financial Structuring, Business Planning, Start-up Ventures, Investment Performance, Entrepreneurship, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance and International Business
Union College 1995 — 1999
Bachelor of Arts (BA), Managerial Economics