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
Edelman Financial Services September 2014 - Present
Morgan Stanley May 2012 - September 2014
JPMorgan Chase 2011 - 2012
Fiserv November 2010 - October 2011
Skills
FINRA Series 7, 65, 63, Accounts Payable, Finance, Banking, Financial Services, Mutual Funds, Analysis, Securities, Financial Risk, Accounting, Data Analysis, Access, Microsoft Excel, Microsoft Office, Management, Equities, Financial Analysis, Microsoft Word, PowerPoint, Risk Management, Series 7, Leadership, Investments
Education
Marshall University 1991 — 1995
B.B.A., Accounting
Bank of America January 2015 - Present
Bank of America May 2013 - December 2014
Morgan Stanley Wealth Management December 2005 - April 2013
Morgan Stanley April 2003 - December 2005
BearingPoint, Inc April 2000 - April 2003
Deustche Bank November 1997 - April 2000
PaineWebber 1984 - 1997
Skills
Business Requirements, Wealth Management, Process Re-engineering, Conversions, Excel, Word, Integration, Microsoft Word, Business Process..., Microsoft Excel, Data Conversion, Implementation Planning, Implementation..., Leadership, Communication, Problem Solving, Business Analysis, Visio, Risk Management, Project Management, Management, Management Consulting, Financial Services, Banking, Budgets, Program Management, SDLC, Asset Management, PMO, Project Portfolio..., Financial Risk, Strategy, IT Strategy, Vendor Management, Business Process, Process Improvement, PMP, Business Process..., Portfolio Management, Requirements Gathering, Business Transformation, Relationship Management, CRM, Governance
Education
Saint John's University 1986 — 1990
MBA, Marketing
Marymount College 1980 — 1984
BS, Business / Marketing
Sandler Training Maryland, McDonell Consulting & Development, Inc. May 2008 - Present
Morgan Stanley 2006 - 2008
Citigroup / Citifinancial Branch Network 1992 - 2006
Citigroup / Citifinancial Branch Network 2001 - 2003
The Associates 2000 - 2001
The Associates 1992 - 2000
Skills
Sales Skills Training, Management Consulting, Employee Relations, Business Planning, Team Building, Executive Coaching, Strategic Planning, Sales Management, Business Development, Recruiting, Selling Skills, Sales Process, Executive Management, Strategic Partnerships, New Business Development, Cold Calling, Start-ups, Strategic Leadership, Customer Retention, Performance Improvement, Business Strategy, Coaching, Entrepreneur, Entrepreneurship, Public Speaking, Sales, Small Business, Financial Services, Strategy, Selling, Management, Lead Generation, Leadership Development, Account Management, B2B, Employee Training, Business, Mergers & Acquisitions, Salesforce.com, Organizational..., Marketing, Team Leadership, Direct Sales, Training, Human Resources, Marketing Strategy, Mergers, Consulting, Performance Management, Professional Services
Education
Marquette University 1997 — 1998
NICCM, Financial Services
Salisbury University - Perdue School of Business 1986 — 1990
Business Administraion, Marketing
John Carroll High School 1982 — 1986
IBISWorld January 2014 - Present
GNLE Advisors, LLC April 2008 - Present
GroupM January 2015 - May 2015
Robert Half Finance & Accounting January 2007 - March 2008
Morgan Stanley January 2005 - January 2006
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Financial Modeling, Sourcing, Networking, Business Development, Financial Analysis, New Business Development, Internet Recruiting, Staffing Services, Temporary Staffing, Temporary Placement, Executive Search, Applicant Tracking..., Sales, Property Management, Finance, Start-ups, direct sourcing, Strategic Sourcing, Global Sourcing, legal recruiting, Leadership, Interviews, Screening, College Recruiting, Human Resources, Corporate Recruiting, Permanent Placement, B2B, B2C, CRM databases, Benefits Negotiation, Taleo, Screening Resumes, Cold Calling, Contract Recruitment, Staff Augmentation, RPO, Social Recruiting, Business Strategy, Management, Account Management, Salesforce.com, Marketing, CRM, Training, Customer Service, Sales Process
Education
Marymount California University 1998 — 1999
Associate’s Degree
South High 1991 — 1995
Personal Capital July 2014 - Present
Morgan Stanley July 2011 - June 2014
Deloitte September 2010 - March 2011
Marist College September 2009 - December 2009
ETX Capital October 2008 - December 2008
Frassanito Jewelers Corp. 2003 - 2008
Skills
Derivatives, Analysis, Finance, Project Planning, Management
Education
Marist College 2006 — 2010
BS, Finance, International Business
Foundation for International Education 2008 — 2008
International Business
Morgan Stanley November 2014 - Present
Fairway Consulting Group July 2014 - November 2014
Anderson Center for Autism September 2013 - December 2013
Nordstrom June 2013 - July 2013
Skills
PowerPoint, Sales, Social Networking, Management, Analysis, Human Resources, Recruiting, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Social Media, Public Speaking, Retail, Bloomberg Terminal, Microsoft Office, Leadership
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, Senior
Lorenzo De' Medici
International Abroad Program
Morgan Stanley June 2015 - August 2015
Skills
Leadership, Teamwork, Time Management, Marketing, Microsoft Office, Morningstar Advisor..., ThomsonOne, Team Building, Athletics, Social Media Marketing, Adobe Creative Suite, SPSS, Networking, Tableau, Social Networking, Social Media
Education
Marquette University 2012 — 2016
Bachelor of Arts (BA), Marketing and Advertising
Brother Rice High School 2008 — 2012
High School
Raymond James Financial Services, Inc. June 2005 - Present
Collier Financial Solutions, Inc June 2005 - Present
Bank of America Merrill Lynch April 1994 - April 2005
Morgan Stanley January 1988 - December 1990
Merrill Lynch July 1985 - January 1988
Skills
Retirement Planning, 401k, Investment Advisory, IRAs, Estate Planning, Retirement, High Net Worth..., Asset Allocation, 401k Rollovers, Investment Strategies, 529 Plans, Deferred Compensation, Money Management, Wealth Accumulation, Roth IRA, Comprehensive Wealth..., Retirement Income..., Long Term Care, Private Wealth..., Wealth Transfer, Wealth Preservation, Asset Management, Insurance Planning, IRA's, Financial Planning, Annuities
Education
Marshall University 1974 — 1976
Business, Management, Marketing
The American College
CFP, Certification for CFP Board
Deloitte April 2014 - Present
PwC April 2011 - January 2014
Morgan Stanley 2009 - 2011
KPMG 2008 - 2008
Cancer Resource Centre 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Financial Reporting, Risk Management, Microsoft Excel, Economics, Financial Services, Asset Allocation, Finance, Mergers & Acquisitions, Analysis, Microsoft Office, Transfer Pricing, Business Strategy, International Tax, Tax, PowerPoint, Strategic Planning, Investments, Mutual Funds, Strategic Financial...
Education
Marquette University 2004 — 2008
Political Science & Business
Plum Creek November 2007 - Present
Snowy Peaks Consulting July 2002 - December 2007
Select Portfolio Servicing / Credit Suisse May 2003 - July 2004
Teleperformance April 2001 - June 2002
CDI Corporation May 2000 - April 2001
Morgan Stanley 1999 - 2000
Skills
.NET, SQL Server, ASP.NET, C#, Windows, XML, Visual Basic, SQL, HTML, JavaScript, Databases, IIS, Web Services, SharePoint, Windows Server, Architecture, AJAX, T-SQL, VB.NET, Access, Visual Studio, CSS, VBScript, Agile, Software Development, Programming, Web Development, Team Building, Integration, Analysis, Problem Solving, Troubleshooting, Visio, ASP, WCF, WPF, Enterprise Architecture, TOGAF, ITIL, TFS, Microsoft SQL Server, SSRS, Database Design, Business Intelligence, Enterprise Software, SDLC, Software Project..., Requirements Analysis, Web Applications
Education
Marylhurst University
Bachelors, Business & Leadership
Marylhurst University
Certificate, Business & Management
University of Utah
Indifications Limited June 2012 - Present
Home May 2008 - Present
Currently Unemployed 2004 - 2013
Morgan Stanley September 2000 - December 2003
Citibank 1997 - 1999
Skills
Microsoft Office, Quality Assurance, Sales, Customer Service, Healthcare, Team Leadership, Strategic Planning, Team Building, Project Management, Project Planning, Public Speaking, Management, Nonprofits, Editing, Operations Management, Training, Volunteer Management, Leadership, Negotiation, Cross-functional Team..., Time Management, New Business Development, Process Scheduler, Community Outreach, Access, Strategy, Marketing Strategy, B2B, Digital Marketing, Sales Management, Marketing, Account Management
Education
Marymount Manhattan College 1979 — 1982
B.A., Psychology (concentration in Family Systems Theory), 3.67
ParMed Pharmaceuticals February 2015 - Present
Cardinal Health September 2013 - February 2015
Cardinal Health November 2012 - September 2013
Cardinal Health October 2011 - November 2012
Cardinal Health March 2009 - October 2011
Cardinal Health February 2008 - March 2009
Ohio State University Medical Center January 2000 - January 2008
Morgan Stanley January 1999 - January 2000
Nationwide Insurance January 1998 - January 1999
Nationwide Insurance January 1995 - January 1998
Skills
Data Analysis, Process Improvement, Analytics, Mentoring, Cross Functional Team..., Visual Basic, Access, Analysis, Six Sigma, SharePoint, Retail Category..., Tableau, Healthcare, Program Management, Inventory Management, System Administration, Business Objects, AS400 system, Managed Care, T-SQL, Medical Devices, Insurance, Outlook, Software Documentation, SharePoint Designer, Captivate, Problem Solving, Market Analysis, Financial Analysis, Medical Billing, Score, Business Planning, Retirement Planning, Microsoft SQL Server, Business Development, Leadership, Cross-functional Team..., Team Building, Management, Strategic Planning, Training
Education
The Ohio State University 1998 — 2005
History
Marshall University 1994 — 1994
History
US Army 1993 — 1993
Administrative Specialist
Third Point LLC February 2013 - Present
Morgan Stanley July 2010 - February 2013
Morgan Stanley May 2010 - July 2010
(Private) September 2009 - May 2010
League of American Orchestras March 2006 - September 2009
Hudson River Sloop Clearwater September 2002 - March 2006
Skills
Volunteer Management, Fundraising, Event Planning, Non-profits, Project Management, Visio, Meeting Planning, team coordination, Conflict Resolution, Logistics Management, SharePoint, Office Management, Curriculum Development, Legal Assistance
Education
Marist College 1998 — 2002
Bachelor of Arts, Communications
Mountain Lakes HS 1994 — 1998
McCann Worldgroup September 2008 - Present
Interpublic Group 2005 - 2008
Archeus Capital Management June 2003 - September 2005
Morgan Stanley 1997 - 2003
Skills
Executive Pay, Deferred Compensation, Employee Benefits, Talent Acquisition, Talent Management
Education
Marymount Manhattan College 1992 — 1997
BS, Accounting
Dixon Hughes Goodman LLP January 2014 - Present
GGBC 2014 - 2015
Morgan Stanley July 2008 - January 2014
Institutional Management Reporting Intern May 2007 - August 2007
YMCA of Greater Charlotte January 2005 - January 2007
YMCA of Greater Charlotte May 2005 - August 2006
Skills
Excel, MS Project, Word, Project Implementation, Project Coordination, Project Portfolio..., Project Execution, Internal Communications, Audio Mixing, Audio Engineering, Audio, Organization, Finance, Data Maintenance, Reference Data, System Testing, Development Testing, Requirements Gathering, Data Management, Fundraising, General Ledger, Financial Risk, Project Management, Requirements Analysis, Business Analysis, Bloomberg, Project Planning, Microsoft Excel, Financial Modeling, Strategy, Accounting, Investment Banking, Microsoft Word
Education
Mars Hill College 2004 — 2008
B.S, Business Administration; Accounting; Finance / Economics
Mars Hill University 2004 — 2008
Bachelor of Science (B.S.), Business Administration (Concentration: Finance/Economics and Accounting
SAE Institute of Technology-New York 2010 — 2010
Electronic Music Production Certificate, Electronic Music Production / Audio Engineering
Nasdaq March 2015 - Present
KCG Holdings, Inc. July 2012 - March 2015
Knight Capital Group August 2010 - July 2012
Morgan Stanley July 2009 - August 2010
MTV Networks / Logo February 2009 - April 2009
BNY Mellon June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Series 7, FIX, Basics of Unix, Trading Systems, Financial Markets, Market Data, Electronic Trading..., Market Making, Bloomberg, Options
Education
Marist College 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business, 3.42
Lorenzo de'Medici 2007 — 2007
Bachelor's degree, History, Italian Language/Culture
PS 29
Mercer Investments September 2013 - Present
Northern Trust April 2010 - September 2013
Morgan Stanley October 2002 - July 2009
Cingular Wireless March 2001 - April 2002
Skills
Equities, Investments, Series 7, Series 63, MBA Finance, Financial Markets, Financial Services, Investment Management, Relationship Management, Capital Markets, Finance, Outsourcing, Trading, Portfolio Management, Marketing, Management, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Management & Strategy
Marquette University 1996 — 2000
Bachelor of Science, Marketing
St. Ignatius College 1993 — 1996
State Street Bank December 2013 - Present
ELX Futures L.P. February 2009 - November 2013
Morgan Stanley April 2007 - January 2009
Barclays Capital June 2005 - March 2007
New York Mercantile Exchange 1991 - 2005
Skills
Listed Derivative..., Listed Derivative..., Strategic Development, Derivatives, Commodities, Strategic Planning, Commodity, Business Strategy, Energy, Natural Gas, Electricity Markets, Electronic Trading, Risk Management, Trading, Hedging, Commodity Markets, Options, Hedge Funds, Swaps, Securities
Education
Marist College 1987 — 1990
BS, Finance
Rensselaer Polytechnic Institute 1986 — 1987
Economics
UBS Investment Bank August 2014 - Present
Morgan Stanley April 2012 - July 2014
RailWorks Corporation February 2012 - April 2012
GenSpring Family Offices May 2007 - April 2011
Education
Marymount Manhattan College 1983 — 1984
Pre-Law Studies
Niagara University 1981 — 1983
Pre-Law Studies
1125group Inc. January 2013 - Present
Deutsche Bank April 2009 - January 2012
Deutsche Asset Management December 2004 - January 2012
SecurTour 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2003
Morgan Stanley Investment Management 1994 - 1999
Barclays Global Investors 1992 - 1994
Morgan Stanley 1981 - 1992
Skills
Change Management, Strategic Planning, Operations Management, Asset Management, Restructuring, Asset Managment, Business Development, Capital Markets, Equities, Fixed Income, Financial Services, Governance, IT Management, Integration, IT Strategy, Investment Banking, Leadership, Management, Mergers & Acquisitions, Outsourcing, Portfolio Management, Program Management, Project Management, Risk Management, Strategic Vision, Strategy, Trading Systems, Vendor Management, Business Transformation
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
Finance
Marquette University 1977 — 1981
BS, Finance, Operations Research
Kavery Advisors 2014 - Present
TIAA-CREF 2012 - 2013
BBVA 2009 - 2011
BBVA 2008 - 2009
S3 Partners 2003 - 2008
Morgan Stanley 2000 - 2003
Bankers Trust/ Deutsche Bank 1989 - 2000
Skills
Hedge Funds, Alternative Investments, Client Advisory, COO functions, Product Management, Asset Management, Private Equity
Education
Marquette University 1986 — 1988
MBA
Sri Sathya Sai Institute of Higher Learning 1983 — 1986
BA Economics
UBS Financial Services August 2013 - Present
Morgan Stanley September 1992 - August 2013
Education
Marquette University 1976 — 1980
HedgeMark International LLC August 2014 - Present
Alternative Asset Management May 2013 - May 2014
UBP Asset Management January 2008 - May 2013
UBP Asset Management January 2008 - January 2010
Morgan Stanley July 2003 - 2007
Morgan Stanley Investment Management July 2002 - July 2003
Telecom Italia July 2001 - August 2001
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Bloomberg, Derivatives, Fixed Income, Portfolio Management, Asset Allocation, Fund Of Funds, Investments, Mutual Funds, Private Equity, Trading, Institutional..., Options, Capital Markets, Structured Products, Emerging Markets, Investment Management, Financial Markets, Banking, Securities, Bonds, Investment Strategies, Investor Relations, Finance, Relationship Management, Series 7, Valuation, Financial Risk, FX Options, Institutional, FX, Customer Relations, Commodities, Swaps, Hedging, Product Development, Separately Managed..., Basel III, Solvency II, Management
Education
Marquette University 1998 — 2002
BS, Finance and International Business
Marquette University, College of Business Administration 1998 — 2002
Bachelor, Science; Finance and International Business
Morgan Stanley July 2011 - Present
Education
Marquette University 2004 — 2008
B.S.
American Repertory Ballet September 2011 - Present
New Brunswick Board of Education December 2010 - Present
Bridgeway Rehabilitation Services November 2010 - Present
Limited Brands, Inc. September 2005 - August 2007
west elm March 2003 - 2005
Morgan Stanley March 2002 - March 2003
Janou Pakter, Inc. March 2000 - March 2002
Skills
Human Resources, Strategy, Leadership, Recruiting, Public Speaking, Training, Management, Sourcing, Talent Management, Employee Relations
Education
Marymount Manhattan College 1998 — 2009
BA
The Alpert of Wells Fargo Advisors September 2013 - Present
Morgan Stanley March 1983 - September 2013
Education
Marist College 1978 — 1982
Bachelor's Degree, Psychology
AxiomSL March 2013 - May 2013
RBC Capital Markets June 2007 - February 2013
Highbridge Capital Management November 2005 - June 2007
RBC Capital Markets September 2003 - November 2005
RBC Capital Markets October 1997 - August 2003
Morgan Stanley October 1996 - October 1997
Lehman Brothers June 1987 - October 1996
Skills
Derivatives, Capital Markets, Fixed Income, Equities, Hedge Funds, Trading, Financial Risk, Credit Derivatives, Swaps, Structured Products, Finance
Education
Pace University - Lubin School of Business 1990 — 1992
MBA, Banking and Finance
Marist College 1982 — 1986
BS, Finance
The Corcoran Group July 2012 - Present
Standard & Poor's June 2010 - July 2012
Morgan Stanley November 2009 - June 2010
NewYork Presbyterian Hospital September 2009 - December 2009
Sirius Satellite Radio July 2008 - November 2008
Goldman Sachs July 2006 - January 2008
JPMorgan Chase January 2006 - July 2006
Cerner Corporation 1999 - 2005
Skills
Real Estate Negotiating, Real Estate License, Real Estate Transactions, Real Estate, Project Management, Asset Management, Banking, Budgets, Business Development, Business Process, CRM, Capital Markets, Condos, Contract Negotiation, Customer Service, Due Diligence, Employee Training, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Foreclosures, Instructional Design, Investment Properties, Investments, Leadership, Leases, Management, Market Research, Marketing, Marketing Strategy, Mergers, Negotiation, New Business Development, Portfolio Management, Real Estate Development, Real Estate Economics, Real Estate Financing, Relocation, Rentals, Residential Homes, Risk Management, Sales, Sales Management, Sellers, Selling, Short Sales, Social Media, Social Media Marketing, Strategic Planning
Education
Marquette University 1995 — 1999
Bachelor of Science (BS), Computer Science
LHS
Bricolage Academy April 2013 - Present
Silicon Schools Fund June 2012 - August 2012
Morgan Stanley August 2009 - July 2011
Morgan Stanley August 2007 - July 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Marquette University 2003 — 2007
B.S., Business Administration (Finance)
The Landis Co., Realtors December 2009 - Present
Cape May County Association of Realtors January 2008 - December 2008
Lazarus Management Co. April 2003 - December 2008
The Landis Co., Realtors February 2003 - December 2008
Morgan Stanley December 1998 - February 2003
Atlantic Properties/ Better Homes and Gardens Real Estate March 1996 - September 1998
Unlimited Prospect Services May 1992 - September 1998
Ocean Club Condominium February 1988 - March 1994
The Flagship Condos 1986 - 1987
Marina Club Condominiums July 1985 - March 1986
Skills
Jersey Shore Home..., Online Marketing, Public Speaking, Short Sales, Condo Sales, New Home Construction, Sales Management, Social Media Marketing, Direct Marketing, Face to Face Sales, sales training, Condos, Home, Investment Properties, Real Estate, New Construction Sales, Property, Investors, Buyer Representation, New Home Sales, Luxury, Sellers, Management, Selling Skills, Sales, Listings, REO, Selling, Marketing, Negotiation, Real Estate Transactions, Referrals, Townhomes, Construction, Investments
Education
Marshall University 1980 — 1983
B.B.A., Finance
The University of Charleston 1978 — 1981
as, business
jhs 68
Hung out in the Bildersee Playground and played hoops.
S September 2014 - Present
Celgene March 2013 - Present
Celgene June 2011 - March 2013
Merck/Schering-Plough Pharmaceuticals January 2007 - June 2011
Merck/Schering Plough June 2008 - April 2010
Schering-Plough January 2007 - June 2008
Morgan Stanley March 1997 - January 2007
Morgan Stanley December 2000 - December 2003
Morgan Stanley December 1999 - December 2000
Morgan Stanley October 1998 - December 1999
Education
Marist College 1992 — 1996
Bachelor of Arts, Communications and Business
Pace University
Master of Arts, Psychology
Morgan Stanley August 2015 - Present
Hofstra Disaster Recovery Clinic November 2014 - Present
Law Office of Yael N. Lazar September 2014 - Present
Hofstra Labor and Employment Society August 2014 - Present
Law Office of Thomas Tona May 2014 - August 2014
Hofstra Student Bar Association August 2012 - December 2012
Caitlin Donahue, Esq. June 2012 - August 2012
Judge Annamaria Maciocia, Plattekill Town Court January 2011 - May 2011
Marist College Institute for Public Opinion February 2010 - May 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Political Science, Legal Research, Editing, Time Management, Public Relations
Education
Hofstra University School of Law 2012 — 2015
Juris Doctor
Marist College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Sachem East High School 2004 — 2008
High School
Wells Fargo Advisors July 2015 - Present
Morgan Stanley Wealth Management June 2009 - July 2015
Citi November 2006 - June 2009
Morgan Stanley June 2004 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Securities, Investments, Equities, Strategic Financial..., Financial Services, Bloomberg, Alternative Investments, IRAs
Education
William Paterson University of New Jersey 2001 — 2004
BA, Communications
Marist College 2000 — 2001
Communications
SunTrust Robinson Humphrey Investment Bank 2015 - Present
Citi January 2010 - May 2015
Federal Signal Corporation January 2009 - December 2009
Goldman Sachs October 2006 - January 2009
Morgan Stanley August 2000 - September 2006
KPMG August 1993 - April 1998
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Investment Banking, Business Development, Financial Modeling, Valuation, Investor Relations, Financial Analysis, Corporate Development, Capital Markets, Corporate Finance, Private Equity, Financial Accounting, Equities, Divestitures, Debt & Equity Financing, Capital Raising, Strategic Planning, Strategy Execution, Leadership Development, Staff Development, Cross-functional Team..., Financial Planning, Board Advisory, Risk Management, Financial Audits, Client Relationship..., Negotiation, Board Relations, Shareholder Value, Integration Planning, International Business..., Strategic Partnerships, Global Strategy, Transaction Structuring, Business Transformation, New Business Development, M&A Negotiations, M&A analysis, Risk Analysis, Senior Executive..., Integration Planning..., Boards of Directors, Collaborative Leadership, Board Negotiations, Key Business Drivers, Board Advisory Services, Turning Around Under..., Cross-border...
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Marquette University 1988 — 1992
Bachelor of Science (B.S.) Degrees
Visiting Nurse Service of New York Choice Health Plans September 2014 - Present
Morgan Stanley April 2011 - August 2013
Morgan Stanley April 2006 - April 2011
Skills
Investments, Asset Management, Financial Services, Hedge Funds, Mutual Funds, Account Reconciliation, Analysis, Trading, Auditing, Management, Securities, Back Office, Financial Risk, Equities, Series 63, Fixed Income
Education
Marymount Manhattan College 2003 — 2007
Bachelor of Science (BS) degree, Business Administration and Management, Finance
Lockton Companies May 2015 - Present
Aon Hewitt July 2010 - April 2015
Morgan Stanley April 2007 - July 2010
Northern Trust August 2005 - April 2007
Skills
Financial Modeling, Actuarial Science, Financial Analysis, Microsoft Excel, Employee Benefits, Valuation, Financial Reporting, Accounting, Risk Management
Education
Northern Illinois University - College of Business 2009 — 2010
Masters, Business Administration
Marquette University 2001 — 2005
BS, Finance
Epoch Investment Partners, Inc. April 2015 - Present
Hastings Yoga January 2013 - Present
Yoga Works January 2010 - Present
Guggenheim Partners May 2014 - April 2015
Epoch Investment Partners March 2010 - October 2012
Morgan Stanley February 2004 - November 2008
Morgan Stanley August 2000 - February 2004
Skills
Prenatal Yoga, Yoga, Hatha Yoga, Wellness, Fitness, Wellness Coaching, Personal Training
Education
Yogaworks 2008 — 2009
500 hr RYT, Yoga Teacher Training/Yoga Therapy
Marymount Manhattan College 2001 — 2006
Int'l Studies
J.P. Morgan Chase Bank, NA January 2012 - Present
Chase Investment Services Corp. December 2008 - January 2012
UBS Financial May 2006 - November 2008
Morgan Stanley February 2004 - May 2006
Erenkrantz King Nussbaum broker services June 2002 - February 2004
Smith Barney 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Financial Advisory, Portfolio Management, Investments, Finance, Securities, 401k Rollovers, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income
Education
Marist College 1998 — 2002
BS, Business/Finance
Chaminade High School 1994 — 1998
Cure' of Ars 1986 — 1994
Morgan Stanley August 2007 - Present
IBM April 2006 - June 2007
NXP Semiconductors September 2006 - December 2006
Marist College September 2003 - May 2006
Skills
Perl, Windows, Operating Systems, Computer Hardware, Troubleshooting, IIS, Performance Tuning, Linux, System Deployment, Software Installation, MySQL, Technical Support, Architectures, Databases, System Administration, Unix, JavaScript, SQL
Education
Marist College 2003 — 2007
Bachelor of Science, Information Technology
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley July 2001 - February 2009
GE Healthcare August 1999 - June 2001
Skills
Retirement Planning, 401k Rollovers, Business-Owner Planning, Financial Advisory, Investments, Multi-generational..., Tax-efficient Stategies
Education
Institute for Divorce Financial Analysts™ 2007 — 2008
CDFA™ Certified Divorce Financial Analyst®
American College - CFP® 2002 — 2005
CFP®
Marquette University 2000 — 2001
N/A, MBA
University of Wisconsin-Whitewater 1995 — 1999
BBA, Business with an Emphasis on Computers
Menomonee Falls High School 1991 — 1995
St. Mary's Grade School 1981 — 1991
LilyGild 1996 - Present
LilyGild August 1991 - Present
Morgan Stanley 1992 - 1995
Banco Nacional de Mexico 1984 - 1991
Skills
Corporate Events, Brand Awareness, Entertainment, AV, Video, Theatre, Sound, Stage, Trade Shows, Live Events, Marketing Communications, Public Relations, Social Media Marketing, Projection, Stage Management, Relationship Marketing, Parties, Theatrical Production, Training, Production Managment, Festivals, Event Management, Lighting, Stage Lighting, Event Planning, Sponsorship, Film Production, Concert Production, Sound Reinforcement, Live Sound, Meeting Planning, Publicity, Television, Producing, Private Events, Fundraisers, Emcee, Event Producing, Lighting Design, Talent Booking, Anniversaries
Education
Wayne State University 1979 — 1982
ABD, Theatre
Marquette University 1975 — 1978
MS, Speech
Allstate August 2011 - Present
Morgan Stanley January 2011 - August 2011
Wells Fargo January 2008 - January 2011
JPMorgan Chase July 2005 - January 2008
Marquette University 2003 - 2005
Skills
Underwriting, Project Management, Private Equity, Financial Analysis, Strategy, Access, Relationship Management, Business Intelligence, Equities, Credit, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Mortgage Lending, Strategic Financial..., Finance, Analysis, Visio, Team Building, Management, Microsoft Excel, Business Objects, Portfolio Management, Investments, Analytics, Loans, CRM, Banking
Education
Marquette University
MBA, Accounting
St Joseph's School
Vitalogy Capital August 2015 - Present
TPG Capital August 2013 - July 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Broadview Advisors May 2008 - March 2009
Education
Marquette University 2007 — 2011
Bachelor of Science in Business Administration, Finance - Applied Investment Management
Morgan Stanley June 2015 - Present
Citi June 2014 - August 2014
U.S. Bank May 2013 - May 2014
American Pool Enterprises, Inc June 2012 - August 2012
Skills
Research, Social Media, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Leadership, Event Planning, Microsoft Word, Facebook, Customer Service, Teamwork
Education
Marquette University 2011 — 2015
Bachelor's degree, Finance, 3.1/4.0
Fordham Preparatory School 2008 — 2011
High School Diploma, General Studies
Morgan Stanley August 2011 - Present
Merrill Lynch July 2001 - August 2011
Dictaphone Corporation January 1988 - March 2001
Skills
Koi Hobbyist, Golf, Youth Services, Equities, Strategic Partnerships, Asset Management, Business Development, Commercial Real Estate, Customer Service, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Program Management, Retirement Planning, Series 7, Sales, Start-ups, Strategic Planning, Wealth Management
Education
Marshall University 1980 — 1982
BBA, Business Mgt/Finance.Economics
St Andrews School
f3spark November 2014 - Present
(parenting sabatical) September 2013 - November 2014
Morgan Stanley March 2011 - September 2013
Morgan Stanley December 2008 - March 2011
Morgan Stanley June 2007 - November 2008
BearingPoint January 2006 - June 2007
Self Employed Consultant June 2002 - August 2003
Yesmail August 1999 - June 2002
Trellus Management October 1995 - February 1997
Chinook Capital September 1994 - October 1995
Skills
Portfolio Management, Investments, Capital Markets, Leadership, Risk Management, Strategic Planning, Financial Modeling, Investment Banking, Management Consulting, Crowdfunding, Strategy, Venture Capital, Product Management, Analytics, Start-ups, Business Development, Business Strategy, Fixed Income, Business Analysis, Change Management, Program Management
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA
Marylhurst University 1997 — 1999
Marylhurst University
Bachelor of Arts
Morgan Stanley August 2013 - Present
Halcyon Asset Management May 2012 - August 2012
Atwell Brothers Tent Rental June 2010 - September 2011
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Bloomberg
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
SAG/Equity/AFTRA January 2007 - Present
Morgan Stanley December 2005 - January 2007
UBS Investment Bank June 2002 - December 2005
Moody & Distance, PC April 1995 - May 2002
Skills
Teleprompter, Commercials, Acting, Public Speaking, Production, Theatre, Film, Voice Over, Film Production, Television, Entertainment, Feature Films, Short Films, Improvisation, Hedge Funds, Derivatives, Photography, Music, Plays, Drama, Comedy, Dialects, Voice Acting, Independent Film, SAG, Stage
Education
MWCS
MWCS
Marquette University
B.S., Mechanical/Industrial Engineering
Tulane University Law School
J.D., Maritime Law, Civil Law, Common Law
The William Esper Studio
Two-Year Professional Actor Training Program
Morgan Stanley August 2013 - January 2015
Mediacom Communications May 2012 - August 2012
Skills
Bloomberg Terminal, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Windows & Mac operating...
Education
Marist College 2009 — 2013
Bachelor's of Science, Business Finance
Voya Financial July 2015 - Present
Atlantic Tomorrow's Office October 2013 - July 2015
Morgan Stanley September 2011 - September 2013
East Croydon Savers Credit Union September 2009 - December 2009
Skills
Microsoft Excel, CRM, Management, Time Management, Customer Service, Enterprise Software, Leadership, Sales, Process Improvement, Team Leadership, Training, Customer Satisfaction, Sales Operations, Salesforce.com, Call Centers, Disaster Recovery, Team Building, Data Center, Information Technology, Microsoft Office, Vendor Management, Troubleshooting, Microsoft Word, Project Management, Business Analysis
Education
Marist College 2007 — 2011
Bachelor of Science (BS), Marketing
HighTower Advisors September 2014 - Present
Morgan Stanley December 1990 - September 2013
Smith Barney December 1991 - December 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, English, Windows, Outlook, Public Speaking, AML, International Business, Compliance, Risk Management, Business Ethics, Securities Regulation, Policies and Procedures, Management, Team Building, Portfolio Management, Wealth Management, Investments, Series 7, Finance, Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Alternative Investments, Asset Management
Education
Marist College 1986 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Barclays Investment Bank August 2013 - Present
UBS Securities Co., Ltd March 2010 - August 2013
Morgan Stanley June 2004 - June 2008
Dresnder Kleinwort 1997 - 2004
Skills
Investment Banking, Bloomberg, Equities, Emerging Markets, Valuation, Corporate Finance, Private Equity, Structured Finance, Bloomberg Terminal, Structured Products, Banking, Financial Analysis, Financial Structuring, Fixed Income, Securities
Education
Marist College
Queens College
Robert W. Baird & Co. June 2015 - Present
Robert W. Baird & Co. May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Analysis, JavaScript, Project Management, Finance, Coaching, Management, Windows, Microsoft Office, Data Analysis, Time Management, Team Leadership, Microsoft Excel, PowerPoint, Financial Accounting, Teamwork, Social Media, Public Speaking, Outlook, Corporate Finance, Research, Risk Management, C#, Microsoft Word, Customer Service, Statistics, Financial Analysis, Financial Modeling, Leadership, Teaching, Bloomberg, Bloomberg Terminal, Investments, Sales, Valuation
Education
Marquette University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Eden Prairie High School
Morgan Stanley May 2013 - Present
Morgan Stanley 2005 - May 2013
Morgan Stanley 2000 - 2005
Skills
Capital Markets, Equities, Fixed Income, Securities, Treasury Management
Education
Marymount Manhattan College 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
Goldman Sachs January 2014 - Present
Morgan Stanley March 2012 - November 2013
The Talener Group September 2011 - February 2012
Skills
PowerPoint, PeopleSoft, Peopleclick, Human Resources, Microsoft Excel, Excel, Microsoft Office, Market Research, Microsoft Word, Outlook
Education
Marist College 2007 — 2011
B.S., Business Administration
Morgan Stanley March 2015 - Present
Mutual of Omaha January 2015 - March 2015
The Roosevelt Investment Group June 2014 - August 2014
The Roosevelt Investment Group June 2013 - August 2013
Kneses Tifereth Israel Day Camp June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Access, Financial Reporting, Accounting, Data Analysis, Facebook, Social Media, Social Networking
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Blind Brook High School 2007 — 2010
Midnight Run September 2013 - Present
Hunger Clean-Up October 2014 - May 2015
Marquette University October 2013 - December 2014
Morgan Stanley May 2014 - August 2014
Golfsmith International March 2011 - August 2014
Hunger Clean-Up January 2014 - April 2014
Orientation Staff 2013 - 2014
Willett Early Childhood Center March 2012 - May 2012
Wentworth Hills Golf Club August 2010 - November 2010
Skills
Leadership, Customer Service, Sales, Microsoft Office, Fundraising, Golfers, Time Management, Volunteering, Team Leadership, Inventory Management, Cashiering, Retail, CRM, Microsoft Excel, Event Planning, Laserfiche, Public Speaking
Education
Marquette University 2012 — 2016
Marketing and Finance
Xaverian Brothers High School 2008 — 2012
High School
The Fresh Diet January 2015 - Present
Wicked Start June 2010 - Present
The Founder Institute January 2012 - December 2013
StartOut 2009 - August 2013
NuKitchen / Nutrisystem September 2003 - September 2009
Entrepreneurs' Organization August 2008 - August 2009
Morgan Stanley 1999 - 2003
J.P. Morgan July 1995 - June 1998
Skills
Business Strategy, New Business Development, Small Business..., Entrepreneurship, Entrepreneurial..., Internet Strategy, Strategy, Business Development, Marketing Strategy, Leadership, Start-ups, Selling, Venture Capital, Management Consulting, Digital Media, Business Planning, Management, Team Management, Mergers, SaaS, E-commerce, Email Marketing, Strategic Partnerships, Blogging, Social Media, Online Marketing, Nonprofits, Strategic Planning, Product Management, Fundraising, Private Equity, Corporate Development, Product Development, Marketing, Social Networking, Marketing Communications, Mergers & Acquisitions, Social Media Marketing, Market Research, Online Advertising, Competitive Analysis, Product Marketing, Team Building, Angel Investing, Small Business, Go-to-market Strategy, Web Content, Product Launch, Web Development, Executive Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Marquette University
Business, Business
Morgan Stanley November 2012 - Present
Morgan Stanley May 2012 - October 2012
Marist College Greystone Equity Fund January 2012 - June 2012
PepsiCo June 2007 - December 2011
Livevol Inc May 2011 - August 2011
Education
Marist College 2008 — 2012
"BS", Finance/Economics
Lorenzo De' Medici 2010 — 2010
Finance, Economics and Cultural Studies from a European perspective
Morgan Stanley April 2014 - Present
Protegrity November 2012 - April 2014
IBM February 2008 - November 2012
IBM July 2005 - March 2008
NYC Subwayline February 2003 - July 2004
IBM 2003 - 2004
Skills
Kerberos, Cryptography, z/OS, Linux, Unix, Perl, Java, C++, Computer Security, Computer Science, CISSP, Software Development, Programming, C, Unix Shell Scripting, Software Design, REXX, Java Enterprise Edition, Software Engineering, Level 3 Support, Python, Common Criteria, Graphviz, Testing, Operating Systems, Agile Methodologies, XML
Education
Marist College 2009 — 2014
Master of Science (M.S.), Computer Science
Pace University 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences, General
Morgan Stanley May 2014 - Present
Morgan Stanley May 2013 - May 2014
Morgan Stanley May 2010 - May 2013
Principled Capital Management June 2006 - May 2010
Royal Bank of Canada June 2001 - May 2006
Merrill Lynch June 1997 - January 2000
Skills
Hedge Funds, Asset Managment, Investments, Corporate Law, OFAC, Asset Management, Finance, Alternative Investments, Capital Markets, Financial Modeling, Equities, Investment Management, Private Equity
Education
Marymount Manhattan College 1997 — 2001
Bachelor of Arts, International Studies
Dover Corporation January 2009 - Present
AES Corp May 2003 - January 2009
Honeywell September 1996 - May 2003
Morgan Stanley September 1994 - September 1996
GE Capital October 1990 - September 1994
GE May 1984 - October 1990
Skills
Leadership Development, Change Management, Succession Planning, Organizational..., Organizational Design, Strategic Planning, Talent Management, Executive Pay, Employee Engagement, Team Building, Talent Acquisition, Deferred Compensation
Education
New Mexico State University 1982 — 1984
MA, Psychology
Marquette University 1978 — 1982
BA, Psychology
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Bridgewater Associates March 2012 - Present
Morgan Stanley August 2010 - March 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
BT September 2007 - December 2007
Morgan Stanley June 2007 - August 2007
Skills
Auditing, PeopleSoft, Human Resources, Employee Relations, Deferred Compensation, Talent Management, Succession Planning, Microsoft Excel, PowerPoint
Education
Marist College 2006 — 2010
Business Administration - Human Resources, Psychology, Global Studies
Morgan Stanley January 2014 - Present
Morgan Stanley April 2013 - January 2014
RIA Aquisitions February 2013 - March 2013
Bloomberg LP September 2012 - January 2013
Marist College September 2008 - May 2012
Hennion & Walsh Brokerage Firm June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Leadership, Team Leadership, Bloomberg, Financial Reporting, Forecasting, Accruals, Analysis, Corporate Finance, Business Analysis, Strategy, Strategic Planning, Financial Analysis
Education
Marist College: School of Management 2008 — 2012
Bachelor, Science; Business Administration; Finance
Marist College
EY March 2015 - Present
Morgan Stanley October 2007 - February 2015
Grant Thornton 2001 - 2007
Education
Marquette University 1995 — 1999
Bachelors, Accounting, Spanish
Citi 2005 - May 2013
Chase 2003 - 2005
Morgan Stanley 1999 - 2003
GE Capital 1980 - 1999
Poughkeepsie Savings Bank 1974 - 1980
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Finance, Portfolio Management, Financial Advisory, Series 7, Mortgage Lending, Mutual Funds, Risk Management, Equities, Retail Banking, Relationship Management
Education
Missouri State University 1969 — 1974
Bachelor of Science
Marist College 1976 — 1980
MBA Program, Finance / Management
Professional Designations
Publicis Groupe February 2007 - Present
Morgan Stanley May 1996 - February 2007
Heller Financial June 1995 - January 1999
Skills
Strategy, Cross-functional Team..., Integration, Management, PMO, Marketing
Education
Marquette University 1989 — 1993
BS, Business, Technology, Spanish
SC Pedal Parlor, LLC September 2014 - Present
Express Scripts March 2013 - February 2014
Morgan Stanley September 2012 - December 2012
Marquette University 2008 - December 2012
Northwestern Mutual May 2011 - September 2011
Skills
Investments, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Insurance, Outlook, Economics, Microsoft Office, Financial Modeling, Finance, Wealth Management, Estate Planning, Public Speaking, Customer Service, Data Analysis, Spanish, Event Planning, Leadership, Fundraising
Education
Marquette University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Ultramar Travel Management April 2011 - June 2014
Ultramar Travel Management December 2006 - May 2011
Rogen April 2005 - December 2006
Dodger Stage Holdings October 2004 - March 2005
HealthpointCapital October 2003 - October 2004
Morgan Stanley November 1999 - October 2003
Dodger Theatrical Productions September 1995 - November 1999
Skills
Event Management, Project Management, Meeting Planning, Vendor Management, Event Planning, Contract Negotiation, Management, Customer Service, Hospitality, Travel Management, Program Management
Education
Marymount Manhattan College 1991 — 1995
BA, English Literature, Communication Arts
Trishield Capital Management LLC March 2010 - October 2014
General Motors Asset Management October 2008 - May 2009
OpHedge Investment Services April 2007 - September 2008
Morgan Stanley September 2006 - March 2007
Millburn Corp March 2003 - March 2006
Bear Stearns August 2001 - March 2003
Skills
Equities, Commodities, Bonds, High Yield, Loans, Interest Rate Swaps, Equity Swaps, Convertible Bonds, Options, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Fair Trade, Swaps, MBS, Private Equity, Asset Management, Valuation, Investment Banking, Reconciliation, Risk Management, Fund Accounting, Due Diligence, Financial Reporting, Financial Analysis, FX, Accounting, Operational Risk, Account Reconciliation, FX Options, Commodity, Investments, Portfolio Management, Securities, Corporate Finance, Banking, Financial Modeling, Financial Services, Mutual Funds, Finance, Fund Of Funds, Settlement, Cash Management, Credit, Capital Markets, Analysis, Prime Brokerage, Middle Office
Education
Pacific College of Oriental Medicine 2009 — 2011
Associates in Science Degree, Asian Holistic Health & Massage Therapy
Marymount Manhattan College 1996 — 2001
Bachelor of Science Degree, Finance & Accounting
Morgan Stanley May 2012 - Present
Thomson Reuters August 2010 - May 2012
UBS Wealth Management June 2000 - August 2010
Skills
SQL, SOA, SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, Requirements Gathering, Web Services, Software Project..., Unix, Solution Architecture, Enterprise Architecture, XML, Software Development, Java Enterprise Edition, Data Warehousing, Oracle, Visio, Agile Project Management, PL/SQL, SharePoint, Vendor Management
Education
Stevens Institute of Technology 2001 — 2004
MSIS, Information Systems
Marist College 1996 — 2000
Praxair April 2014 - Present
EmblemHealth July 2010 - March 2014
Barclays Capital October 2009 - July 2010
Morgan Stanley November 2006 - 2009
HIP Health Plan of NY July 2002 - October 2006
Skills
HRIS, Benefits, Compensation, MIS, PeopleSoft, Benefits Administration, PHR, Payroll, Access, Excel, Employee Benefits, Microsoft Office, SQL, ADP, Oracle HR, Queries, Employee Relations, Deferred Compensation
Education
Marist College
Bachelor of Arts (B.A.)
Morgan Stanley March 2005 - Present
Morgan Stanley March 2005 - Present
UBS April 2004 - April 2004
Morgan Stanley 2003 - 2003
Bloomberg 2001 - 2001
Merrill Lynch June 1999 - August 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Financial Services, Bloomberg
Education
Marymount Manhattan College 1998 — 2002
York Preparatory School 1993 — 1998
Colgate Palmolive January 2007 - Present
Morgan Stanley July 2005 - October 2006
Skills
Information Security, Security, Information Technology, IT Audit, Vulnerability Assessment, Active Directory, Identity Management, Business Intelligence, SAP, Sarbanes-Oxley Act, SAP R/3, Testing, Integration, Access
Education
Stevens Institute of Technology 2005 — 2007
MIS, Information Systems
Marist College 1990 — 1994
BA, Communications
Advance Local February 2011 - Present
Parade Magazine October 2001 - February 2011
Hearst 1999 - 2001
Time Inc. 1997 - 1999
Fortune Magazine 1996 - 1997
Morgan Stanley 1994 - 1996
Skills
Online Marketing, Digital Media, Advertising Sales, Marketing Strategy, Digital Strategy, SEM, SEO, Social Networking, Email Marketing
Education
Marist College
Morgan Stanley October 1999 - Present
Skills
Investment Banking, Series 7, Vendor Management, Risk Management, Financial Services, Asset Management, Project Management, Program Management, Strategic Planning
Education
Marist College 1988 — 1994
Business Administration, Management and Operations
Romar Capital April 2014 - Present
Perella Weinberg Partners October 2011 - March 2014
Silver Lake Partners September 2007 - October 2011
Morgan Stanley July 2006 - September 2007
Morgan Stanley 2003 - 2006
Skills
Investor Relations, Marketing, Hedge Funds, Private Equity
Education
Marquette University 1998 — 2002
Bachelor of Science (B.S.), Finance and International Business
Linium Resources / ICAP September 2014 - March 2015
Jones Lang LaSalle 2010 - 2013
Deutsche Bank 2007 - 2009
Morgan Stanley November 1999 - February 2007
West LB 1997 - 1999
Barclays Bank 1990 - 1996
Intelcome Data Systems 1988 - 1990
Skills
Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Employee Engagement, Performance Management, Strategic Human..., Compensation & Benefit, Career Development, Project Management, Management Coaching, Global Experience, Strategic Planning, Workforce Planning, Applicant Tracking..., HRIS, HR Policies, Personnel Management, Employee Benefits, Human Resources
Education
Marymount Manhattan College
Bachelor's degree
J.P. Morgan August 2014 - Present
Morgan Stanley May 2008 - July 2014
New York Life April 2007 - May 2008
Wells Fargo Financial 2003 - 2007
Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Finance, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Strategic Financial..., Wealth Management
Education
Marist College 2006 — 2009
MBA, Business
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
Bachelor of Science (B.S.), Finance
Upper Manhattan Empowerment Zone 2003 - Present
Morgan Stanley September 1997 - December 2002
Accenture (formerly Andersen Consulting) 1997 - 1998
Skills
Strategic Planning, Nonprofits, Project Management, Fundraising, Program Management, Event Planning, Leadership, Public Relations, Budgets, Management, Business Development, Financial Analysis, Public Speaking, Financial Modeling, Portfolio Management
Education
The University of Chicago Booth School of Business 1994 — 1996
Marymount Manhattan College
BA, Business Management
Bank Hapoalim January 2010 - Present
Consultant June 2009 - December 2009
Morgan Stanley July 2008 - May 2009
Bear Stearns February 2000 - June 2008
Citigroup August 1998 - February 2000
BNP Paribas March 1996 - August 1998
BNP Paribas January 1995 - March 1996
Skills
Capital Markets, Fixed Income, Risk Management, Finance, Financial Risk, Derivatives, Portfolio Management, Accounting, AML, Trading, Internal Audit, Auditing, Operational Risk, Securities, Equities, Internal Controls, Sarbanes-Oxley Act, Anti Money Laundering
Education
Marymount Manhattan College
Bachelor of Science - Accounting
Greenwich Hospital July 2012 - Present
Sociometric Institute 2000 - Present
The Renfrew Center December 2010 - 2011
Arms Acres September 2009 - October 2010
Morgan Stanley 2001 - 2003
Greenwich House Counseling Center 1996 - 2000
Skills
Employee Engagement, Student Recruitment, Grievance Handling, Exit Interviews, New Hire Orientation, Phone Etiquette, Departmental Liaison, Group Instruction, Personal Counseling, Mental Health Counseling, Substance Abuse..., Co-occurring Disorders, Harm Reduction, Dual Diagnosis, Chemical Dependency, Addiction Recovery, Adolescent Issues, Body Image, Family Issues, Consumer Education, Public Awareness, Budget Setting, Employee Relation, Performance Excellence, Clinical Knowledge, Program Building, Interventions, DBT, Clinical Supervision, Treatment Planning, Debriefing, Strategy Creation, Company Operations, Operational..., Adolescents, Employee Relations, Psychotherapy, Group Therapy, Mental Health, Behavioral Health, Family Therapy, Crisis Intervention, Substance Use Disorders, CBT, Trauma Therapy, Human Resource..., Post Traumatic Stress, Grief Counseling
Education
New York University 1996 — 1997
MSW, social work, 3.97
Marymount Manhattan College 1993 — 1996
BA, psychology, 4.0
Goldman Sachs February 2007 - Present
Bear Stearns March 2004 - February 2007
Morgan Stanley July 2002 - February 2004
Skills
Equities, Asset Management, Series 7, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Bloomberg
Education
Marist College 1998 — 2002
BS, Finance & Marketing
Morgan Stanley April 2014 - Present
Augusta Hearing Solutions May 2013 - April 2014
Morgan Stanley September 2000 - May 2013
Skills
Microsoft Excel, Microsoft Office, FINRA, Wealth Management, Financial Regulation, Legal Writing
Education
Marshall University
Bachelor of Arts (B.A.)
American Express April 2013 - Present
Lenox Advisors March 2011 - April 2013
Lenox Advisors December 2008 - March 2011
Lenox Advisors April 2007 - December 2008
Morgan Stanley September 2006 - April 2007
Skills
Mutual Funds, Wealth Management..., Series 7, Asset Management, Process Control, Operational Excellence, Increasing Operational..., Communication Skills, Managing Processes, Managing Workflow, Wealth Management, Management, Finance, Risk Management, Leadership, Strategic Planning
Education
Marist College 2006 — 2010
MBA, Business Administration
Marist College 2002 — 2006
B.A., Communications
Kelso & Company August 2012 - Present
Morgan Stanley September 2010 - August 2012
Bank of America Merrill Lynch July 2009 - September 2010
Broadview Advisors October 2007 - January 2009
Rockwell Automation May 2007 - August 2007
Education
Marquette University 2005 — 2008
BS
Peking University 2007 — 2007
Barclays February 2013 - Present
Barclays June 2010 - February 2013
Barclays/Lehman Brothers January 2004 - June 2010
Lehman Brothers September 2000 - December 2004
Lehman Brothers September 1997 - September 2000
Morgan Stanley June 1994 - September 1996
Skills
Prime Brokerage, Fixed Income, Trading Systems, Derivatives, Capital Markets, Structured Products, Investment Banking, Hedge Funds, Equities, Valuation, Credit Derivatives, Equity Derivatives, Options, Middle Office, Sybase, Bloomberg, Financial Modeling
Education
Marist College
Bachelor's Degree, Accounting
Pace University - Lubin School of Business
MBA, Finance
J.P. Morgan April 2012 - Present
Morgan Stanley January 2007 - April 2012
Epic Systems Corporation 2004 - 2007
Skills
Java, C#.Net, Fixed Income, Equities, Derivatives, Sybase, Oracle
Education
Marquette University
Master's degree, Mathematics Statistics and Computer Science
Citi August 2011 - Present
Citi June 2010 - August 2011
DTCC October 2008 - May 2010
Lehman Brothers, Inc 2005 - 2008
Morgan Stanley 2003 - 2005
Merrill Lynch 2002 - 2003
Riverside Financial Group 2001 - 2002
Skills
Series 7, Derivatives, Credit Derivatives, Interest Rate..., Equity Derivatives, Clearing, Series 63, Business Relationship..., Dodd-Frank, OTC, Clearing Houses, FX Derivatives, Capital Markets
Education
Marist College 1997 — 2001
Bachelor of Science, Business Admin- Finance
Fifth Third Private Bank August 2013 - Present
Raymond James Financial Services April 2009 - August 2013
UBS 2007 - 2008
Smith Barney September 2001 - July 2002
Morgan Stanley February 1995 - September 2001
Huntington National Bank 1992 - 1994
Office of the Comptroller of the Currency 1989 - 1992
Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning
Education
Western Michigan University 1986 — 1989
BBA, Finance, Economics
Marshall University 1984 — 1986
Finance
Barboursville High School
UBS Financial Services February 2007 - Present
Morgan Stanley October 1987 - February 2007
Education
Marquette University 1979 — 1983
Business Administration, Economics
Fundtech May 2014 - Present
Owl Creek Asset Management July 2013 - May 2014
Bloomberg March 2010 - July 2013
E*TRADE Financial February 2009 - March 2010
Morgan Stanley May 2005 - May 2008
Denihan Hospitality Group June 2002 - May 2005
Skills
Human Resources, Performance Management, PeopleSoft, Succession Planning, Employee Engagement, Deferred Compensation, Employee Relations, Financial Services, Interviews
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
MBA, Executive Management
Marist College 1998 — 2002
BS, Finance, Accounting
Currenex October 2013 - Present
CLS Group. August 2012 - September 2013
Morgan Stanley Asia July 2009 - July 2012
Morgan Stanley January 2007 - June 2009
HSBC 2005 - 2007
Skills
Options, FX, Prime Brokerage, Structured Products, Hedge Funds, Fixed Income, Equities, Capital Markets, Currency, Series 7, Customer Relations, PowerPoint, Teamwork, Problem Solving, Coaching, Risk, Client Service, Operational Risk, Financial Markets, Risk Management, Electronic Trading, FX Options, Customer Service, Financial Services, Mutual Funds, Trading, Settlement, Derivatives, Trading Systems, Bloomberg, Securities, Banking, Foreign Exchange, Market Data, Investments, Management, Financial Risk, Client Services
Education
Marist College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
garden city high school 1998 — 2002
Citi 2010 - Present
CITI -COMPLIANCE TECHNOLOGY 2010 - Present
FINRA - FINANCIAL INDUSTRY REGULATORY AUTHORITY 2005 - 2009
SIAC January 1999 - January 2005
Morgan Stanley January 1998 - January 1999
SMITH BARNEY January 1995 - January 1998
Lehman Brothers January 1993 - January 1994
Morgan Stanley January 1992 - January 1993
Skills
Requirements Analysis, SDLC, Data Warehousing, Databases, SQL
Education
Marist College 1982 — 1986
BS, Computer Science, Business
Self Imployed January 2010 - Present
JP Morgan January 2005 - May 2009
Morgan Stanley January 2004 - January 2005
Koshii Maxelum America, Inc January 2003 - January 2004
1800Matress January 2001 - January 2003
Education
State University of New York College at Plattsburgh 2002 — 2004
MS, Finance
Marist College 1996 — 2000
BS, Business Merchandising
Morgan Stanley September 2013 - Present
Morgan Stanley August 2006 - Present
ING U.S. 1999 - 2005
ING 1994 - 1999
Lehman Brothers 1993 - 1994
Salomon Brothers 1977 - 1993
Skills
IT Strategy, Risk Management, Information Security, Governance, Financial Risk, Security, Business Continuity, Computer Security, Management, Project Management, Vendor Management, SDLC, Leadership, Financial Services, Disaster Recovery, ITIL, Policy, IT Audit, Enterprise Risk..., Operational Risk, Program Management, IT Service Management, Information Security..., Information Security..., Information Technology, IT Security Best..., PMO, Information Security..., Internal Controls, Risk Assessment, Trading Systems, Operational Risk..., Enterprise Architecture, Market Data, Electronic Trading, Fixed Income
Education
Marymount Manhattan College 1900 — 1900
BS, Mathematics
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Morgan Stanley September 1990 - January 2009
Skills
Business Analysis, Leadership, Sales Management, Strategic Planning, Investments, Equities, Hedge Funds, Negotiation, New Business Development, Management
Education
Marquette University 1986 — 1990
BA, Business
Ares Management September 2012 - Present
Morgan Stanley June 2010 - August 2012
Stark Investments June 2009 - June 2010
US Bank May 2008 - June 2009
Education
Marquette University 2006 — 2010
Finance & Accounting
EY September 2014 - Present
Booz Allen Hamilton June 2010 - August 2014
Viacom September 2009 - December 2009
Royal Bank of Scotland June 2009 - August 2009
UBS Investment Bank January 2009 - May 2009
Morgan Stanley May 2007 - August 2008
Skills
Strategic Planning, Business Process..., Strategic Workforce..., Workforce Planning, Banking, Organizational..., Organizational Design, Management, Business Strategy, Management Consulting, Program Management, Process Improvement, Financial Services
Education
Marist College 2006 — 2010
Bachelor of Science, Business Administration: Finance & International Business; Communications
The London School of Economics and Political Science (LSE) 2009 — 2009
Financial Markets
DentaQuest January 2013 - Present
ManpowerGroup September 2011 - January 2013
BloodCenter of Wisconsin May 2010 - September 2011
BC Ziegler & Company December 2006 - June 2009
UMB Fund Services November 2005 - December 2006
Morgan Stanley November 2004 - November 2005
Strong Capital Management May 2002 - June 2004
Skills
Investments, Process Improvement, Mutual Funds, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Customer Service, Sales
Education
Marquette University 1998 — 2002
Business, Finance
Brown Deer High School
The Valley Hospital August 2013 - Present
McBee Associates, Inc. March 2010 - July 2013
Morgan Stanley July 2005 - October 2009
Skills
Revenue Cycle, Financial Reporting, Healthcare
Education
Marist College 1999 — 2003
BS, Business Administration
Morgan Stanley May 2014 - July 2015
Lab49 August 2013 - March 2014
J.P. Morgan June 2012 - August 2013
JP Morgan November 2010 - June 2012
WV Division of Energy - Office of Coalfield Community Development March 2009 - November 2010
Morgan Stanley 2007 - 2009
American Electric Power January 2006 - September 2007
Skills
MS Project, Microsoft Office, Lotus Notes, PMP, Microsoft Excel, Certified Scrum Master..., Agile Project Management, Openlink Endur, JIRA, MS Excel, OATI, BMC Remedy, Athena, ICE, Scrum, Greenhopper, Bonds, Process Improvement, Renewable Energy, Fixed Income, Swaps, Derivatives, Options, Visio, Commodity Markets, Settlement, Energy Markets, Investment Banking, Energy, Agile Methodologies, Commodity, Trading, Project Management, Natural Gas, Financial Risk, Data Analysis, Valuation
Education
Marshall University 1999 — 2005
BBA, Management Information Systems
Asset Management Project ManagerJ.P. Morgan2005 - 2006
Morgan Stanley June 2003 - June 2004
Donaldson, Lufkin and Jenrette 1988 - 2001
Deutsche Bank 1985 - 1994
Education
Marymount Manhattan College 1996 — 2000
BA, Communications
Morgan Stanley March 2014 - Present
Skills
Loan Origination, Mortgage Banking, Jumbo Mortgage, Identity Fraud, Credit, Financial Analysis, Debt Management, Asset Based Lending, Asset Management, Asset Protection, Asset Allocation, Finance, Credit Analysis, Sales, Investment Properties, Residential Mortgages, Certified Mortgage..., Banking, Mortgage Lending, Real Estate Transactions, Investments
Education
Southern Methodist University 2013 — 2014
CFP® Practitioner Certification
Marquette University 1995 — 1996
MBA
Marquette University 1993 — 1995
Bachelor of Science (BS), Marketing
Morgan Stanley April 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Project Management, Strategic Planning, Mortgage Lending, Securities Lending, Relationship Management, Leadership, Home Equity Lines of..., Private Banking, Building Relationships, Credit Analysis, Stock Trading, Health Insurance, PowerPoint, Financial Services, Series 7, Series 63
Education
Marist College 2006 — 2008
Bachelor's degree, Finance and Business Administration
UBS June 2007 - Present
Morgan Stanley March 1989 - June 2007
Education
Marist College 1983 — 1986
Johnson Controls December 2009 - Present
E*TRADE Financial 2002 - 2004
Morgan Stanley January 2000 - January 2002
Skills
Project Coordination, Energy Management, Customer Satisfaction, Building Automation, Program Management, Asset Managment, Construction, Energy Efficiency, Microsoft Office, Project Management, Strategic Planning, Project Planning, Management, Risk Management, Contract Management, Asset Management
Education
Marist College
BS, Environmental Science
Morgan Stanley June 2015 - September 2015
UPTON REALTY GROUP, Estate Agents & Property Stewards May 2014 - June 2015
Nardis Advisors LLC May 2013 - September 2013
Skills
Golf Courses, New Business Development, Marketing Strategy, Sports, Sales Management, Strategic Planning, Event Management, Golf, Public Speaking, Sports Marketing, Licensing, Patents, Event Planning, Golf Instruction, Junior Golf, Golf Fitness, Sponsorship, Social Media, Golf Course Management, Golf Equipment, Merchandising, Golf Management, Golf Clubs, Public Relations, Golf Club Repair, Hospitality, Tournaments, Social Networking, Club, Marketing, Coaching, Fundraising, Long Distance Running
Education
Marist College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Istituto Lorenzo de Medici 2015 — 2015
International Finance
Manhasset High School 2009 — 2013
Morgan Stanley January 2013 - Present
Citigroup November 2010 - January 2013
Capital One Bank October 2007 - November 2010
Skills
BSA, AML, KYC, Bank Secrecy Act, CAMS, Investigations, Compliance, Risk, Banking, Risk Management, Investigation, Fraud Investigations, Due Diligence, Excel, Word, Microsoft Office
Education
Utica College 2010 — 2012
Masters of Science, Economic Crime Management
Marist College 2003 — 2007
Bachelors, Criminal Justice, Psychology
Goldman Sachs September 2012 - Present
Goldman Sachs January 2010 - Present
Goldman Sachs March 2002 - December 2009
Goldman Sachs December 2000 - March 2002
Goldman Sachs June 1998 - December 2000
Morgan Stanley November 1996 - June 1998
Skills
Trading Systems, Investment Banking, Clearing, Middle Office, Electronic Trading..., International..., Settlement and Custody..., Funding, Prime Brokerage, Strategic Planning, Project Management, Change Management, Operations Management, Operational Risk..., Client Relations Skills, Managerial Skills, Managing Large Budgets
Education
Marist College 1990 — 1994
B.S., Finance
Trillium Trading, LLC 2007 - Present
Morgan Stanley 2006 - 2007
Education
New School University 2012 — 2015
Master's Degree, International Affairs - Development
Marist College 2002 — 2006
B.S, Business Administration; Finance
Morgan Stanley March 2013 - Present
Morgan Stanley January 2007 - March 2013
Heyman Associates October 2005 - January 2007
Skills
Series 7, Series 63, Risk Management, Information Security
Education
Marist College 2001 — 2005
BS, Business Administration
Morgan Stanley January 2008 - Present
UHY Advisors June 2003 - December 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting
Education
Marist College 1999 — 2003
Bachelor of Science, Accounting
Evercore August 2013 - Present
UBS Investment Bank July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Union Pacific Railroad May 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis
Education
Marquette University 2008 — 2011
Finance
University of Nebraska-Lincoln 2006 — 2008
Morgan Stanley June 1986 - Present
Skills
Budgets, Public Relations, Financial Analysis, Public Speaking, Finance, Commercial Lending, Series 7, Wealth Management, Insurance, Banking, Project Management, Commercial Banking, Risk Management, Leadership Development, Private Equity, Customer Service, Fundraising, Event Management, Leadership, Strategic Planning, Mergers, Small Business Lending, Event Planning, Microsoft Office, Management, Team Building, Coaching, Negotiation, Research, Microsoft Excel, Series 63, Loans, Mortgage Lending, Wealth Preservation..., High Net Worth..., Trust Services, Municipal Bonds, Investment Advisory, Series 65, Alternative Investments, Bonds, Asset Allocation
Education
Marquette University Law School 1973 — 1976
JD, Law
Dinosaur Securities LLC April 2009 - Present
Park Financial Group 1999 - 2009
Morgan Stanley 1994 - 1999
Skills
Trading Systems
Education
Marquette University 1977 — 1981
Bachelor of Arts (BA), Psychology/Management
Darlington High School
Morgan Stanley November 2013 - Present
Manhattan District Attorney's Office January 2013 - August 2013
Bailey-Brown, CPA June 2011 - August 2011
Skills
Accounting, Financial Accounting, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Budgets, Financial Analysis
Education
Pace University 2012 — 2014
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
Marist College
Bachelor of Science (B.S.), Accounting
Discover Financial Services November 2006 - Present
Morgan Stanley August 2005 - November 2006
Deutsche Bank November 1996 - July 2005
Skills
Direct Marketing, Segmentation, Email Marketing, Marketing Strategy, Marketing, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Management, Customer Acquisition, Database Marketing, Financial Services, Multi-channel Marketing
Education
Penn State University 1991 — 1993
Bachelor of Arts (B.A.), Administration of Justice
Marist College 1990 — 1991
Morgan Stanley January 2015 - Present
Wells Fargo July 2013 - December 2014
Winthrop University July 2012 - December 2012
The Madison Square Garden Company January 2012 - June 2012
Skills
Microsoft Word, Outlook, Microsoft Office, PowerPoint, Microsoft Excel
Education
Marist College 2008 — 2012
Myself July 2004 - Present
Morgan Stanley 1992 - 2004
Education
Marquette University 1988 — 1992
Master of Business Administration (MBA)
University of Wisconsin-Whitewater 1973 — 1974
Accounting Major completed, Business Administration and Management, General
Morgan Stanley May 2011 - Present
J.P. Morgan October 2007 - April 2011
Education
Marist College
Master of Business Administration (MBA)
Marist College
Bachelor of Business Administration (BBA)