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
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Stephen Stroud Stephen Stroud's Morgan Stanley Experience 1997 - 1999
Job Business development consultant
Industry Oil & Energy
Experience
GoJet Airlines July 2014 - Present
CFR Team Consultants July 2012 - Present
Oklahoma State University Institute of Technology October 2008 - November 2012
Colgan Air January 2008 - December 2008
SS Professional Svcs February 1990 - December 2007
U.S. Navy Reserve May 1997 - May 2005
UBS Wealth Management 1999 - 2002
Morgan Stanley 1997 - 1999
Two Harbors Resorts at Catalina Island May 1994 - October 1996
Walt Disney World January 1992 - June 1992
Skills
Aviation, Aircraft, Investments, Piloting, Public Speaking, Customer Service, Microsoft Office, Budget, Team Building, Strategic Planning, Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Coaching, Project Management, Leadership, Leadership Development
Education
Metropolitan State University of Denver 1991 — 1993
Bachelor Science, Aviation Management, Economics
Cochise College 1989 — 1991
Associates Science, Aviation
Lakewood High school 1987 — 1988
HS, Long Beach, CA
Columbine High school 1985 — 1987
HS, Littleton, CO
GoJet Airlines July 2014 - Present
CFR Team Consultants July 2012 - Present
Oklahoma State University Institute of Technology October 2008 - November 2012
Colgan Air January 2008 - December 2008
SS Professional Svcs February 1990 - December 2007
U.S. Navy Reserve May 1997 - May 2005
UBS Wealth Management 1999 - 2002
Morgan Stanley 1997 - 1999
Two Harbors Resorts at Catalina Island May 1994 - October 1996
Walt Disney World January 1992 - June 1992
Skills
Aviation, Aircraft, Investments, Piloting, Public Speaking, Customer Service, Microsoft Office, Budget, Team Building, Strategic Planning, Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Coaching, Project Management, Leadership, Leadership Development
Education
Metropolitan State University of Denver 1991 — 1993
Bachelor Science, Aviation Management, Economics
Cochise College 1989 — 1991
Associates Science, Aviation
Lakewood High school 1987 — 1988
HS, Long Beach, CA
Columbine High school 1985 — 1987
HS, Littleton, CO
Fernando Barragan Fernando Barragan's Morgan Stanley Experience September 2012 - Present
Job Fiancial Training Program Internship Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley January 2013 - April 2013
YSO Capital Management, LLC June 2012 - August 2012
RE/MAX April 2011 - May 2012
Bank of America February 2008 - October 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Time Management, Equity Research, Financial Reporting, Financial Modeling, Investment Management, Portfolio Management, Finance, Economics, Research, Analysis, Microsoft Office, Leadership, Public Speaking, Problem Solving, Event Planning, Teamwork, Stata, Statistics, Oral & Written..., Real Estate, Sales, Management, Customer Service, Mentoring
Education
University of California, Davis 2010 — 2014
Bachelors of Arts, Economics
Merced College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Morgan Stanley September 2012 - Present
Morgan Stanley January 2013 - April 2013
YSO Capital Management, LLC June 2012 - August 2012
RE/MAX April 2011 - May 2012
Bank of America February 2008 - October 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Time Management, Equity Research, Financial Reporting, Financial Modeling, Investment Management, Portfolio Management, Finance, Economics, Research, Analysis, Microsoft Office, Leadership, Public Speaking, Problem Solving, Event Planning, Teamwork, Stata, Statistics, Oral & Written..., Real Estate, Sales, Management, Customer Service, Mentoring
Education
University of California, Davis 2010 — 2014
Bachelors of Arts, Economics
Merced College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Jason Passanisi Jason Passanisi's Morgan Stanley Experience May 2003 - May 2004
Job Customer Success Manager at Sellpoints
Industry Marketing and Advertising
Experience
Sellpoints, Inc. March 2014 - Present
eSearchVision February 2012 - March 2014
The Lions ™ August 2010 - January 2012
Borelli Investment Company March 2008 - March 2009
Kaspick & Company June 2005 - March 2008
Morgan Stanley May 2003 - May 2004
Skills
Personal Finance, Excel, Microsoft Office, Salesforce.com, Financial Analysis, Accounting, Phone Etiquette, Google Adwords..., SEM, Paid Search Strategy, Paid Search Campaigns, Microsoft Excel, PPC, Sales, Start-ups, SaaS, Lead Generation, Leadership, Web Analytics, Analytics
Education
Santa Clara University 2007 — 2010
MBA
Menlo College 2000 — 2004
Bachelor of Science, Business
Sellpoints, Inc. March 2014 - Present
eSearchVision February 2012 - March 2014
The Lions ™ August 2010 - January 2012
Borelli Investment Company March 2008 - March 2009
Kaspick & Company June 2005 - March 2008
Morgan Stanley May 2003 - May 2004
Skills
Personal Finance, Excel, Microsoft Office, Salesforce.com, Financial Analysis, Accounting, Phone Etiquette, Google Adwords..., SEM, Paid Search Strategy, Paid Search Campaigns, Microsoft Excel, PPC, Sales, Start-ups, SaaS, Lead Generation, Leadership, Web Analytics, Analytics
Education
Santa Clara University 2007 — 2010
MBA
Menlo College 2000 — 2004
Bachelor of Science, Business
Subtain Pervaiz Subtain Pervaiz's Morgan Stanley Experience May 2012 - August 2012
Job Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley Investment Management August 2013 - Present
Morgan Stanley May 2012 - August 2012
Skills
JavaSE, Eclipse, Web Services, SOAP, Design Patterns, Object Oriented Design, C++ Language, C#, Visual Studio, SQL, XML, Ant, SpringSource, Web Application Design, Distributed Systems, HTML, Website Development, MPI
Education
McGill University 2011 — 2013
Master's degree, Computer Science, A
University of Engineering and Technology, Lahore 2004 — 2010
Bachelor's degree, Computer Science and Engineering
British Council Lahore 2002 — 2004
A levels
The Lahore Lyceum 1996 — 2002
O Levels [Edexcel], Straight As
Morgan Stanley Investment Management August 2013 - Present
Morgan Stanley May 2012 - August 2012
Skills
JavaSE, Eclipse, Web Services, SOAP, Design Patterns, Object Oriented Design, C++ Language, C#, Visual Studio, SQL, XML, Ant, SpringSource, Web Application Design, Distributed Systems, HTML, Website Development, MPI
Education
McGill University 2011 — 2013
Master's degree, Computer Science, A
University of Engineering and Technology, Lahore 2004 — 2010
Bachelor's degree, Computer Science and Engineering
British Council Lahore 2002 — 2004
A levels
The Lahore Lyceum 1996 — 2002
O Levels [Edexcel], Straight As
Harold Wise Harold Wise's Morgan Stanley Experience March 1996 - December 1997
Job System Technician Specialist at Xerox
Industry Information Technology and Services
Experience
Xerox June 2013 - Present
Federal Reserve Bank of New York March 2013 - April 2013
Daiichi Sankyo January 2004 - June 2012
Pfizer October 2001 - August 2002
Onsite Access May 2000 - May 2001
Ziechner, Ellman & Krause LLP December 1997 - May 2000
Morgan Stanley March 1996 - December 1997
Texaco Group, Inc. May 1987 - February 1996
Skills
Desktop Support..., Information Technology, Performance Management, Computer Application..., Technical Documentation, Technical Support, Collaborative Problem..., Technological Innovation, Avaya, Service Desk Management, ITIL Service Strategy, Management, Leadership, System Deployment, Troubleshooting, Cross-functional Team..., Windows 7, Process Improvement
Education
Mercy College 1982 — 1988
Bachelor's degree, Management Information Systems, General
Xerox June 2013 - Present
Federal Reserve Bank of New York March 2013 - April 2013
Daiichi Sankyo January 2004 - June 2012
Pfizer October 2001 - August 2002
Onsite Access May 2000 - May 2001
Ziechner, Ellman & Krause LLP December 1997 - May 2000
Morgan Stanley March 1996 - December 1997
Texaco Group, Inc. May 1987 - February 1996
Skills
Desktop Support..., Information Technology, Performance Management, Computer Application..., Technical Documentation, Technical Support, Collaborative Problem..., Technological Innovation, Avaya, Service Desk Management, ITIL Service Strategy, Management, Leadership, System Deployment, Troubleshooting, Cross-functional Team..., Windows 7, Process Improvement
Education
Mercy College 1982 — 1988
Bachelor's degree, Management Information Systems, General
Nathaly Toranzo Nathaly Toranzo's Morgan Stanley Experience April 2015 - Present
Job Conference Planner
Industry Hospitality
Experience
Morgan Stanley April 2015 - Present
Skills
Banquets, Hotel Management, Menu Development, Wedding Planning, Catering, Hospitality, Corporate Events, Hotels, Food, Delphi, Coordinating Events, Event Planning, OnQ, Event Management, Tourism, Hotel Booking, Food & Beverage, Pre-opening, Resorts, Trade Shows, Micros, Property Management..., Hospitality Industry, Restaurants, Restaurant Management, Front Office, Meeting Planning, Convention Services, Hospitality Management, Customer Service, Microsoft Word, Yield Management, Spanish, Sales, Budgets, Outlook, Social Media, Social Media Marketing, Customer Satisfaction, Facebook, Marketing, Microsoft Office, Microsoft Excel, Time Management, Weddings, Social Networking, PowerPoint, Teamwork, Rooms Division, Revenue Analysis
Education
Miami Dade College
Associate's Degree
Morgan Stanley April 2015 - Present
Skills
Banquets, Hotel Management, Menu Development, Wedding Planning, Catering, Hospitality, Corporate Events, Hotels, Food, Delphi, Coordinating Events, Event Planning, OnQ, Event Management, Tourism, Hotel Booking, Food & Beverage, Pre-opening, Resorts, Trade Shows, Micros, Property Management..., Hospitality Industry, Restaurants, Restaurant Management, Front Office, Meeting Planning, Convention Services, Hospitality Management, Customer Service, Microsoft Word, Yield Management, Spanish, Sales, Budgets, Outlook, Social Media, Social Media Marketing, Customer Satisfaction, Facebook, Marketing, Microsoft Office, Microsoft Excel, Time Management, Weddings, Social Networking, PowerPoint, Teamwork, Rooms Division, Revenue Analysis
Education
Miami Dade College
Associate's Degree
Ricardo Santamaria Ricardo Santamaria's Morgan Stanley Experience April 2014 - Present
Job Investment Management & Relationship Management Morgan Stanley Graystone
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley July 2007 - March 2014
Smith Barney June 2001 - June 2007
Skills
Investment Strategies, Client Relationship..., Capital Markets, Alternative Investments, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Hedge Funds, Asset Managment, ETFs, CRM, Finance, Due Diligence, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management..., Fund Of Funds, Separately Managed..., Relationship Management, High Net Worth..., Family Office, Financial Planning
Education
Santa Clara University 2007 — 2010
MBA, Finance
Menlo College 1999 — 2001
BS, International Business
The George Washington University 1996 — 1997
Bellarmine College Preparatory 1992 — 1996
Morgan Stanley April 2014 - Present
Morgan Stanley July 2007 - March 2014
Smith Barney June 2001 - June 2007
Skills
Investment Strategies, Client Relationship..., Capital Markets, Alternative Investments, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Hedge Funds, Asset Managment, ETFs, CRM, Finance, Due Diligence, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management..., Fund Of Funds, Separately Managed..., Relationship Management, High Net Worth..., Family Office, Financial Planning
Education
Santa Clara University 2007 — 2010
MBA, Finance
Menlo College 1999 — 2001
BS, International Business
The George Washington University 1996 — 1997
Bellarmine College Preparatory 1992 — 1996
William Lan's Morgan Stanley Experience April 2005 - December 2005
Job Product Manager at Constellation Lights
Industry Sporting Goods
Experience
Constellation Lights 2014 - Present
Phiten USA July 2012 - March 2014
Phiten USA June 2011 - June 2012
Phiten USA September 2008 - June 2011
International Integration 2006 - 2008
Morgan Stanley April 2005 - December 2005
Hostnet Corp June 2004 - September 2004
Skills
Negotiation, Business Development, Social Media, Marketing, Leadership, Inventory Management, Supply Chain Management, Sales, Customer Service, Procurement, Marketing Strategy, Event Planning, Sporting Goods, Retail, Advertising, Product Marketing, Sports Marketing, Merchandising, Account Management, Product Development, Forecasting, Microsoft Excel, Purchasing, Sourcing, Pricing, Footwear, Microsoft Office, Global Sourcing, New Business Development, Trade Shows, Sportswear, Brand Management, Apparel, Brand Development, Sales Operations, International Business, Visual Merchandising, Management
Education
University of California, Davis
B.A., International Relations: Business Development Track
Meiji Gakuin University
Constellation Lights 2014 - Present
Phiten USA July 2012 - March 2014
Phiten USA June 2011 - June 2012
Phiten USA September 2008 - June 2011
International Integration 2006 - 2008
Morgan Stanley April 2005 - December 2005
Hostnet Corp June 2004 - September 2004
Skills
Negotiation, Business Development, Social Media, Marketing, Leadership, Inventory Management, Supply Chain Management, Sales, Customer Service, Procurement, Marketing Strategy, Event Planning, Sporting Goods, Retail, Advertising, Product Marketing, Sports Marketing, Merchandising, Account Management, Product Development, Forecasting, Microsoft Excel, Purchasing, Sourcing, Pricing, Footwear, Microsoft Office, Global Sourcing, New Business Development, Trade Shows, Sportswear, Brand Management, Apparel, Brand Development, Sales Operations, International Business, Visual Merchandising, Management
Education
University of California, Davis
B.A., International Relations: Business Development Track
Meiji Gakuin University
Mike Rutigliano Mike Rutigliano's Morgan Stanley Experience January 2015 - Present
Job Senior Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
UBS April 2014 - November 2014
UBS April 2013 - March 2014
UBS March 2011 - March 2013
UBS March 2009 - February 2011
UBS June 2007 - February 2009
JPMorgan Chase November 2004 - May 2007
CSC January 2000 - October 2004
CSC September 1996 - December 1999
RBC April 1992 - August 1996
Skills
Strategy, Business Transformation, IT Management, Program Management, Governance, Process Improvement, Outsourcing, Vendor Management, Risk Management, IT Service Management, Service Delivery, Cloud Computing, Data Center, Information Technology, ITIL, Integration, Virtualization, IT Strategy, Product Management, Business Strategy, Management, Enterprise Architecture, Inventory Management, Continuous Improvement, Investment Banking, Equities, Foreign Exchange, Fixed Income, Project Management, LAN-WAN, Databases, Infrastructure, SDLC, Disaster Recovery, Project Portfolio..., Change Management
Education
McMaster University 1984 — 1988
BS, Mathematics
McMaster University 1983 — 1987
BA, Economics
Canadian Securities Institute
Canadian Securities Course
Computer Sciences Corporation
Six Sigma - Green Belt
Royal Bank of Canada
Dealer Training Program
Morgan Stanley January 2015 - Present
UBS April 2014 - November 2014
UBS April 2013 - March 2014
UBS March 2011 - March 2013
UBS March 2009 - February 2011
UBS June 2007 - February 2009
JPMorgan Chase November 2004 - May 2007
CSC January 2000 - October 2004
CSC September 1996 - December 1999
RBC April 1992 - August 1996
Skills
Strategy, Business Transformation, IT Management, Program Management, Governance, Process Improvement, Outsourcing, Vendor Management, Risk Management, IT Service Management, Service Delivery, Cloud Computing, Data Center, Information Technology, ITIL, Integration, Virtualization, IT Strategy, Product Management, Business Strategy, Management, Enterprise Architecture, Inventory Management, Continuous Improvement, Investment Banking, Equities, Foreign Exchange, Fixed Income, Project Management, LAN-WAN, Databases, Infrastructure, SDLC, Disaster Recovery, Project Portfolio..., Change Management
Education
McMaster University 1984 — 1988
BS, Mathematics
McMaster University 1983 — 1987
BA, Economics
Canadian Securities Institute
Canadian Securities Course
Computer Sciences Corporation
Six Sigma - Green Belt
Royal Bank of Canada
Dealer Training Program
Lauren Damm Lauren Damm's Morgan Stanley Experience October 2012 - Present
Job Sr Client Service Associate
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2011
Smith Barney November 2000 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, Financial Services, Access, Business Development, Leadership, Risk Management, Securities, Training, Project Management, Accounting
Education
Mercer County Community College 2000 — 2006
Associates Degree, Liberal Arts
Morgan Stanley October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2011
Smith Barney November 2000 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, Financial Services, Access, Business Development, Leadership, Risk Management, Securities, Training, Project Management, Accounting
Education
Mercer County Community College 2000 — 2006
Associates Degree, Liberal Arts
Michael Ethington Michael Ethington's Morgan Stanley Experience February 2007 - June 2008
Job Director of Sales & Marketing at EHR Concepts
Industry Hospital & Health Care
Experience
EHR Concepts March 2012 - Present
Nicholas Financial Inc. September 2010 - October 2011
Morgan Stanley February 2007 - June 2008
Skills
EHR, EMR, HIPAA, Enterprise Software, GoLive, Event Planning, Consulting, Public Speaking, Software Implementation, Group Purchasing, Capital Equipment Sales, Durable Medical..., Capital Equipment, Medical Sales, Sales & Marketing...
Education
McKendree College
EHR Concepts March 2012 - Present
Nicholas Financial Inc. September 2010 - October 2011
Morgan Stanley February 2007 - June 2008
Skills
EHR, EMR, HIPAA, Enterprise Software, GoLive, Event Planning, Consulting, Public Speaking, Software Implementation, Group Purchasing, Capital Equipment Sales, Durable Medical..., Capital Equipment, Medical Sales, Sales & Marketing...
Education
McKendree College
Trent Schumann's Morgan Stanley Experience June 2015 - August 2015
Job Intern at Miami Investment and Treasury Services Office
Industry Investment Banking
Experience
Miami University Investment and Treasury Services Office August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Leadership, Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Team Leadership, Training, Marketing, Public Speaking, Financial Accounting, Mergers & Acquisitions, Investment Banking, Sales, Financial Modeling
Education
Miami University 2013 — 2017
Bachelor's degree, Finance and Accounting
Glenbard West High School 2009 — 2013
Miami University Investment and Treasury Services Office August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Skills
Leadership, Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Team Leadership, Training, Marketing, Public Speaking, Financial Accounting, Mergers & Acquisitions, Investment Banking, Sales, Financial Modeling
Education
Miami University 2013 — 2017
Bachelor's degree, Finance and Accounting
Glenbard West High School 2009 — 2013
Daniella Seminelli's Morgan Stanley Experience July 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Abercrombie & Fitch January 2012 - July 2012
Gilly Hicks January 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Management, Loss Prevention, Visual Merchandising, Apparel, Store Management, Store Operations, Merchandising, Time Management, Inventory Management, Retail Banking
Education
Mercy College 2008 — 2010
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
State College of Florida-Manatee-Sarasota
Tappan Zee High School
Morgan Stanley July 2012 - Present
Abercrombie & Fitch January 2012 - July 2012
Gilly Hicks January 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Management, Loss Prevention, Visual Merchandising, Apparel, Store Management, Store Operations, Merchandising, Time Management, Inventory Management, Retail Banking
Education
Mercy College 2008 — 2010
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
State College of Florida-Manatee-Sarasota
Tappan Zee High School
Chengqi (Caelyn) Zhang's Morgan Stanley Experience December 2013 - Present
Job Financial Control Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Tokio Marine Asset Management Co., Ltd. October 2013 - December 2013
American Red Cross, Greater Rochester Chapter June 2012 - July 2012
Rochester Wealth Management Group, LLC May 2012 - July 2012
China Everbright International Co., Ltd. July 2011 - September 2011
China Merchants Bank May 2011 - July 2011
Skills
Stata, Statistics, SAS, Minitab, Statistical Modeling, VBA, Data Analysis, Economics, R, Mathematica, Time Series Analysis, Bloomberg Terminal, Microsoft Office, JMP
Education
University of Rochester 2009 — 2013
Bachelor of Arts (BA), Economics and Statistics
Meiji Gakuin University 2012 — 2013
International Exchange Program, Japanese Language and Culture
Morgan Stanley December 2013 - Present
Tokio Marine Asset Management Co., Ltd. October 2013 - December 2013
American Red Cross, Greater Rochester Chapter June 2012 - July 2012
Rochester Wealth Management Group, LLC May 2012 - July 2012
China Everbright International Co., Ltd. July 2011 - September 2011
China Merchants Bank May 2011 - July 2011
Skills
Stata, Statistics, SAS, Minitab, Statistical Modeling, VBA, Data Analysis, Economics, R, Mathematica, Time Series Analysis, Bloomberg Terminal, Microsoft Office, JMP
Education
University of Rochester 2009 — 2013
Bachelor of Arts (BA), Economics and Statistics
Meiji Gakuin University 2012 — 2013
International Exchange Program, Japanese Language and Culture
Michael Boosel, CFP®'s Morgan Stanley Experience July 1993 - July 2005
Job Director Private Wealth Management, Robert W. Baird & Co., Inc.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2005 - Present
Financial Educators Network July 2008 - Present
Morgan Stanley July 1993 - July 2005
Skills
Retirement Planning, Financial Planning, Investments, Comprehensive Wealth..., Investment Advisory, Asset Allocation, Series 7, Series 63, Wealth Management, Series 65, Retirement, Asset Managment, Financial Planners, Strategic Financial..., Wealth Management..., Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Estate Planning
Education
Miami University 1987 — 1991
B.A., Communication
University of Chicago 2006 — 2006
Senior Investment Consultant Program
Oglethorpe University 2006 — 2007
CFP®, CERTIFIED FINANCIAL PLANNER™ Program
Robert W. Baird & Co. July 2005 - Present
Financial Educators Network July 2008 - Present
Morgan Stanley July 1993 - July 2005
Skills
Retirement Planning, Financial Planning, Investments, Comprehensive Wealth..., Investment Advisory, Asset Allocation, Series 7, Series 63, Wealth Management, Series 65, Retirement, Asset Managment, Financial Planners, Strategic Financial..., Wealth Management..., Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Estate Planning
Education
Miami University 1987 — 1991
B.A., Communication
University of Chicago 2006 — 2006
Senior Investment Consultant Program
Oglethorpe University 2006 — 2007
CFP®, CERTIFIED FINANCIAL PLANNER™ Program
Steven Pickard Steven Pickard's Morgan Stanley Experience August 2003 - May 2004
Job President at Carswell Investments, LLC
Industry Investment Management
Experience
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
JR Ramsey JR Ramsey's Morgan Stanley Experience March 2015 - Present
Job Technology Training Representative at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
United States Air Force February 2002 - Present
Northwestern Mutual June 2013 - August 2014
Metropolitan State College of Denver June 2012 - May 2013
College Hunks Hauling Junk May 2012 - August 2012
DynCorp International May 2010 - May 2011
Skills
Leadership, Social Networking, Program Management, Social Media Marketing, Time Management, Public Speaking, Public Relations, Leadership Development, Blogging, Team Leadership, Creative Writing, Microsoft Word, Marketing Strategy, Marketing Communications, Teamwork, Sales, Strategic Communications, Event Planning, Marketing, Analysis, Microsoft Excel, Social Media, Internal Communications, Facebook, Writing, Creative Direction, Communication, Creativity, Creative Strategy, Coaching, Teaching, Quality Assurance, Social Marketing, Creative Writer, Creative Solutions, Networking, International Relations, International Marketing, Reading, Google Docs, Google Apps
Education
Metropolitan State College of Denver 2009 — 2014
Bachelor of Arts (B.A.), Speech Communication: Public Address and Rhetoric
Morgan Stanley March 2015 - Present
United States Air Force February 2002 - Present
Northwestern Mutual June 2013 - August 2014
Metropolitan State College of Denver June 2012 - May 2013
College Hunks Hauling Junk May 2012 - August 2012
DynCorp International May 2010 - May 2011
Skills
Leadership, Social Networking, Program Management, Social Media Marketing, Time Management, Public Speaking, Public Relations, Leadership Development, Blogging, Team Leadership, Creative Writing, Microsoft Word, Marketing Strategy, Marketing Communications, Teamwork, Sales, Strategic Communications, Event Planning, Marketing, Analysis, Microsoft Excel, Social Media, Internal Communications, Facebook, Writing, Creative Direction, Communication, Creativity, Creative Strategy, Coaching, Teaching, Quality Assurance, Social Marketing, Creative Writer, Creative Solutions, Networking, International Relations, International Marketing, Reading, Google Docs, Google Apps
Education
Metropolitan State College of Denver 2009 — 2014
Bachelor of Arts (B.A.), Speech Communication: Public Address and Rhetoric
Ingrid Nyiri Ingrid Nyiri's Morgan Stanley Experience April 1994 - August 1996
Job Marketing/Sales Associate at Willenborg Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Seth Corwin Seth Corwin's Morgan Stanley Experience November 1997 - September 1998
Job Vice President, Americas Recruitment Lead at MSCI Inc
Industry Financial Services
Experience
MSCI Inc. October 2011 - Present
MasterCard March 2004 - October 2011
Pfizer October 2001 - November 2003
AllianceBernstein September 1998 - October 2001
Morgan Stanley November 1997 - September 1998
Edge Management July 1987 - November 1997
Skills
Executive Search, Leadership, Team Leadership, Employer Branding, Management, Consulting, Sourcing, Cross-functional Team..., Hiring, Temporary Placement, Competency Based..., Strategy, Technical Recruiting, Internet Recruiting, Team Building, Global Talent..., Metrics, Global Management, Social Media, Team Management, Strategic Sourcing, Global Sourcing, International..., Strategic Recruitment..., HR Consulting, Time Management, Leadership Development, LinkedIn, Strategic Planning, People Development, Coaching, Behavioral Interviewing, Applicant Tracking..., Global Recruiting, Mentoring, Diversity, Cost per hire, Time to, social me, Talent Management, Talent Acquisition, Financial Services, Relationship Management
Education
Mercy College 1983 — 1987
BS, Behavioral Science
MSCI Inc. October 2011 - Present
MasterCard March 2004 - October 2011
Pfizer October 2001 - November 2003
AllianceBernstein September 1998 - October 2001
Morgan Stanley November 1997 - September 1998
Edge Management July 1987 - November 1997
Skills
Executive Search, Leadership, Team Leadership, Employer Branding, Management, Consulting, Sourcing, Cross-functional Team..., Hiring, Temporary Placement, Competency Based..., Strategy, Technical Recruiting, Internet Recruiting, Team Building, Global Talent..., Metrics, Global Management, Social Media, Team Management, Strategic Sourcing, Global Sourcing, International..., Strategic Recruitment..., HR Consulting, Time Management, Leadership Development, LinkedIn, Strategic Planning, People Development, Coaching, Behavioral Interviewing, Applicant Tracking..., Global Recruiting, Mentoring, Diversity, Cost per hire, Time to, social me, Talent Management, Talent Acquisition, Financial Services, Relationship Management
Education
Mercy College 1983 — 1987
BS, Behavioral Science
Robert Penn Jr. CFP®,CRPS® Robert Penn Jr. CFP®,CRPS®'s Morgan Stanley Experience 2001 - 2005
Job President, Pathfinder Wealth Consulting
Industry Financial Services
Experience
Pathfinder Wealth Consulting 2005 - Present
Morgan Stanley 2001 - 2005
IFG Network Securities Inc 1993 - 2001
US Army 1989 - 1992
Skills
Strategic Financial..., Investments, Financial Services, Securities, Financial Analysis, Customer Service, Long Term Care Insurance, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Retirement Plan..., Life Insurance, Disability Insurance
Education
Methodist College 1990 — 1993
Bachelor of Science (B.S.), Accounting and Finance
Osbourn Park Senior High School
University of Maryland University College
Pathfinder Wealth Consulting 2005 - Present
Morgan Stanley 2001 - 2005
IFG Network Securities Inc 1993 - 2001
US Army 1989 - 1992
Skills
Strategic Financial..., Investments, Financial Services, Securities, Financial Analysis, Customer Service, Long Term Care Insurance, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Retirement Plan..., Life Insurance, Disability Insurance
Education
Methodist College 1990 — 1993
Bachelor of Science (B.S.), Accounting and Finance
Osbourn Park Senior High School
University of Maryland University College
Joseph Drier III, CFP Joseph Drier III, CFP's Morgan Stanley Experience December 1999 - November 2007
Job Senior Vice President Investments, The HarborView Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management November 2007 - Present
Morgan Stanley December 1999 - November 2007
Education
Merrimack College 1987 — 1991
Bachelors, Finance, Economics
Mount Saint Charles Academy 1981 — 1987
UBS Wealth Management November 2007 - Present
Morgan Stanley December 1999 - November 2007
Education
Merrimack College 1987 — 1991
Bachelors, Finance, Economics
Mount Saint Charles Academy 1981 — 1987
Robert Bartley's Morgan Stanley Experience August 1999 - August 2001
Job Sales Associate Dressander/BHC Inc.
Industry Insurance
Experience
Dressander/BHC November 2010 - Present
Innovative Arthroscopy Products, LLC April 2007 - November 2010
TriMed, Inc. May 2009 - March 2010
IMC Marketing (Indianapolis, IN) January 2005 - April 2007
Equity Consultants January 2003 - October 2004
Franklin Mortgage Funding dba First Equity Funding May 2003 - December 2003
Rent-A-Center, Inc. October 2001 - August 2002
Morgan Stanley August 1999 - August 2001
Skills
Indexed Annuities, Annuity Sales, New Business Development, Marketing Strategy, Marketing Management, Fixed Annuities, Integrated Marketing, Lead Generation, Retirement Planning, Investments, Retirement, Series 7, Management, Underwriting, Long-term Care, Mortgage Lending, Health Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, 401k, Strategic Financial..., Estate Planning, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA - Business-to-Business Marketing (Matriculant)
Miami University 1995 — 1999
Bachelor of Arts, Double Major Zoology/Psychology, Neuroscience Minor
Dressander/BHC November 2010 - Present
Innovative Arthroscopy Products, LLC April 2007 - November 2010
TriMed, Inc. May 2009 - March 2010
IMC Marketing (Indianapolis, IN) January 2005 - April 2007
Equity Consultants January 2003 - October 2004
Franklin Mortgage Funding dba First Equity Funding May 2003 - December 2003
Rent-A-Center, Inc. October 2001 - August 2002
Morgan Stanley August 1999 - August 2001
Skills
Indexed Annuities, Annuity Sales, New Business Development, Marketing Strategy, Marketing Management, Fixed Annuities, Integrated Marketing, Lead Generation, Retirement Planning, Investments, Retirement, Series 7, Management, Underwriting, Long-term Care, Mortgage Lending, Health Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, 401k, Strategic Financial..., Estate Planning, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA - Business-to-Business Marketing (Matriculant)
Miami University 1995 — 1999
Bachelor of Arts, Double Major Zoology/Psychology, Neuroscience Minor
Timothy Hyde Timothy Hyde's Morgan Stanley Experience February 2002 - April 2003
Job Vice President at HealthSCOPE Benefits, Inc.
Industry Insurance
Experience
HealthSCOPE Benefits, Inc. April 2013 - Present
Cornerstone Benefits March 2012 - April 2013
HealthSCOPE Benefits June 2003 - March 2012
Morgan Stanley February 2002 - April 2003
Merrill Lynch May 2000 - February 2002
Education
Mercer University 1996 — 2000
BBA, Marketing, Communication
HealthSCOPE Benefits, Inc. April 2013 - Present
Cornerstone Benefits March 2012 - April 2013
HealthSCOPE Benefits June 2003 - March 2012
Morgan Stanley February 2002 - April 2003
Merrill Lynch May 2000 - February 2002
Education
Mercer University 1996 — 2000
BBA, Marketing, Communication
Sabrina Fall Sabrina Fall's Morgan Stanley Experience April 2008 - August 2010
Job Student at Metropolitan College of New York
Industry Financial Services
Experience
Morgan Stanley April 2008 - August 2010
morgan stanley 2000 - 2010
Morgan Stanley October 2004 - April 2008
Morgan Stanley June 2000 - October 2004
Department of Finance February 2000 - June 2000
Graphic’s Direct May 1997 - February 2000
Skills
Insurance, Public Speaking, Customer Service, Cash Management, Equities, Accounting, Risk Management, Financial Statements, Business Analysis, PowerPoint, Research, Management, Capital Markets, Teaching, Payments, Microsoft Excel, Databases, Portfolio Management, Human Resources, Windows, Microsoft Office, Financial Analysis, Access, Coaching, Deposits, Forecasting, Outlook, Banking, Training, Finance, Microsoft Word, Data Analysis, Analysis
Education
Metropolitan College of New York 2012 — 2013
Bachelor of Business Administration
Morgan Stanley April 2008 - August 2010
morgan stanley 2000 - 2010
Morgan Stanley October 2004 - April 2008
Morgan Stanley June 2000 - October 2004
Department of Finance February 2000 - June 2000
Graphic’s Direct May 1997 - February 2000
Skills
Insurance, Public Speaking, Customer Service, Cash Management, Equities, Accounting, Risk Management, Financial Statements, Business Analysis, PowerPoint, Research, Management, Capital Markets, Teaching, Payments, Microsoft Excel, Databases, Portfolio Management, Human Resources, Windows, Microsoft Office, Financial Analysis, Access, Coaching, Deposits, Forecasting, Outlook, Banking, Training, Finance, Microsoft Word, Data Analysis, Analysis
Education
Metropolitan College of New York 2012 — 2013
Bachelor of Business Administration
Douglas Stuart Clark's Morgan Stanley Experience October 1997 - February 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Ukrainian Nationals Soccer Club 2009 - Present
National MS Society 2008 - Present
Morgan Stanley October 1997 - February 2009
Education
Metropolitan State University of Denver 1989 — 1993
Bachelors, Marketing
Upper Dublin High School 1984 — 1993
Raymond James March 2009 - Present
Ukrainian Nationals Soccer Club 2009 - Present
National MS Society 2008 - Present
Morgan Stanley October 1997 - February 2009
Education
Metropolitan State University of Denver 1989 — 1993
Bachelors, Marketing
Upper Dublin High School 1984 — 1993
Sean Haythe Sean Haythe's Morgan Stanley Experience November 2014 - Present
Job Intern at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley November 2014 - Present
Family Dollar February 2014 - November 2014
Camp Kennybrook June 2010 - August 2010
Skills
Microsoft Office, Research, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership
Education
Mercy College 2013 — 2015
Bachelor of Science (BS), Sociology
Morehouse College 2007 — 2011
Bachelor of Science (BS), Sociology
Morgan Stanley November 2014 - Present
Family Dollar February 2014 - November 2014
Camp Kennybrook June 2010 - August 2010
Skills
Microsoft Office, Research, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership
Education
Mercy College 2013 — 2015
Bachelor of Science (BS), Sociology
Morehouse College 2007 — 2011
Bachelor of Science (BS), Sociology
Robert Lamb's Morgan Stanley Experience April 2006 - August 2008
Job Office Services at Calvin Klein
Industry Facilities Services
Experience
Calvin Klein Jeans January 2015 - Present
Calvin Klein November 2014 - January 2015
The New York Institute of Photography March 2014 - October 2014
ANN INC. March 2013 - February 2014
PCF - Publishers Circulation Fulfillment January 2010 - May 2012
Securitas July 2009 - December 2010
Morgan Stanley April 2006 - August 2008
Cambridge Corporate Services January 2004 - March 2006
Skills
Promotions, Hospitality, Office Administration, Customer Service, Data Entry, Management, Security, Inventory Management, Time Management, Process Scheduler, Administration, Customer Satisfaction, Leadership, Training, Team Building, Hiring, Outlook, Purchasing, Employee Relations, Budgets, Human Resources, Retail, Access, Teamwork, Telephone Skills, Office Management, Administrative..., Invoicing, Inventory Control, Supervisory Skills, Software Documentation, Spreadsheets, Interviews, Customer Retention, Bookkeeping, Social Networking, Operations Management, Recruiting, Microsoft Word, Team Leadership, Logistics, PowerPoint, Sales, Accounts Receivable, System Administration, Microsoft Excel, Event Planning, Call Centers, Analysis, Coaching
Education
Mercy College 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Calvin Klein Jeans January 2015 - Present
Calvin Klein November 2014 - January 2015
The New York Institute of Photography March 2014 - October 2014
ANN INC. March 2013 - February 2014
PCF - Publishers Circulation Fulfillment January 2010 - May 2012
Securitas July 2009 - December 2010
Morgan Stanley April 2006 - August 2008
Cambridge Corporate Services January 2004 - March 2006
Skills
Promotions, Hospitality, Office Administration, Customer Service, Data Entry, Management, Security, Inventory Management, Time Management, Process Scheduler, Administration, Customer Satisfaction, Leadership, Training, Team Building, Hiring, Outlook, Purchasing, Employee Relations, Budgets, Human Resources, Retail, Access, Teamwork, Telephone Skills, Office Management, Administrative..., Invoicing, Inventory Control, Supervisory Skills, Software Documentation, Spreadsheets, Interviews, Customer Retention, Bookkeeping, Social Networking, Operations Management, Recruiting, Microsoft Word, Team Leadership, Logistics, PowerPoint, Sales, Accounts Receivable, System Administration, Microsoft Excel, Event Planning, Call Centers, Analysis, Coaching
Education
Mercy College 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Ben Fine's Morgan Stanley Experience June 2015 - Present
Job Student at Miami University
Industry
Experience
Morgan Stanley June 2015 - Present
Bananahands Apparel April 2012 - April 2015
Morgan Stanley January 2015 - February 2015
Westfield Recreation June 2011 - August 2012
NJYSA January 2009 - January 2011
Skills
Team Leadership, Sales, Website Building, Sports Writing, Social Media, Social Networking, Microsoft Office, PowerPoint
Education
Miami University 2013 — 2017
Economics and Entrepreneurship
Morgan Stanley June 2015 - Present
Bananahands Apparel April 2012 - April 2015
Morgan Stanley January 2015 - February 2015
Westfield Recreation June 2011 - August 2012
NJYSA January 2009 - January 2011
Skills
Team Leadership, Sales, Website Building, Sports Writing, Social Media, Social Networking, Microsoft Office, PowerPoint
Education
Miami University 2013 — 2017
Economics and Entrepreneurship
Alex Ocasio's Morgan Stanley Experience November 2010 - April 2011
Job VP, Corporate Investment Bank
Industry Information Technology and Services
Experience
JPMorgan Chase May 2011 - Present
Morgan Stanley November 2010 - April 2011
Morgan Stanley May 2009 - November 2010
Morgan Stanley October 2008 - March 2009
Morgan Stanley October 2005 - May 2008
Morgan Stanley October 2002 - October 2005
Skills
Vendor Management, Networking, Leadership, SDLC, Integration, Program Management, ITIL, IT Strategy, IT Management, Project Management, Process Improvement, Data Center, Technical Support, Visio, IT Service Management, Risk Management, Management, Infrastructure, Change Management, Disaster Recovery, Virtualization, ITIL v3 Foundations...
Education
Syracuse University 2013 — 2016
Master of Science (MS), Management Information Systems, General
Mercy College 2009 — 2011
BS, Organizational Management & Leadership
JPMorgan Chase May 2011 - Present
Morgan Stanley November 2010 - April 2011
Morgan Stanley May 2009 - November 2010
Morgan Stanley October 2008 - March 2009
Morgan Stanley October 2005 - May 2008
Morgan Stanley October 2002 - October 2005
Skills
Vendor Management, Networking, Leadership, SDLC, Integration, Program Management, ITIL, IT Strategy, IT Management, Project Management, Process Improvement, Data Center, Technical Support, Visio, IT Service Management, Risk Management, Management, Infrastructure, Change Management, Disaster Recovery, Virtualization, ITIL v3 Foundations...
Education
Syracuse University 2013 — 2016
Master of Science (MS), Management Information Systems, General
Mercy College 2009 — 2011
BS, Organizational Management & Leadership
Victor Real Victor Real's Morgan Stanley Experience April 2007 - April 2010
Job Financial Analyst at NYU Langone Medical Center
Industry Financial Services
Experience
NYU Langone Medical Center September 2014 - Present
Humana - Senior Bridge December 2012 - September 2014
United Bank Of Switzerland January 2011 - June 2012
JPMorgan Chase May 2010 - December 2010
Morgan Stanley April 2007 - April 2010
Skills
Payroll, Credit, Credit Analysis, Loans, Mortgage Lending, Banking, Loan Servicing, Equities, Financial Analysis, Commercial Banking, Underwriting, Investment Banking, Accounting, Analysis, Finance, Budgets, Customer Service
Education
Keller Graduate School of Management 2012 — 2015
Master’s Degree, Accounting and Finance
Mercy College 1999 — 2005
Bachelor of Science, International Business and Finance
NYU Langone Medical Center September 2014 - Present
Humana - Senior Bridge December 2012 - September 2014
United Bank Of Switzerland January 2011 - June 2012
JPMorgan Chase May 2010 - December 2010
Morgan Stanley April 2007 - April 2010
Skills
Payroll, Credit, Credit Analysis, Loans, Mortgage Lending, Banking, Loan Servicing, Equities, Financial Analysis, Commercial Banking, Underwriting, Investment Banking, Accounting, Analysis, Finance, Budgets, Customer Service
Education
Keller Graduate School of Management 2012 — 2015
Master’s Degree, Accounting and Finance
Mercy College 1999 — 2005
Bachelor of Science, International Business and Finance
David Gumpert-Hersh, CCM David Gumpert-Hersh, CCM's Morgan Stanley Experience February 2001 - June 2003
Job Contract SVP, Sedona Risk Advisory Group, LLC; Credit Risk & Econometrics, Computational Finance & Business Analytics
Industry Financial Services
Experience
HOLD For Update May 2008 - September 2015
SAS Institute June 2007 - May 2008
HSBC June 2005 - June 2007
Starbucks June 2003 - June 2005
Morgan Stanley February 2001 - June 2003
Microsoft June 1997 - June 2001
Netscape 1995 - 1997
Skills
Credit Risk &..., Financial Analysis &..., Financial Modeling, Econometric Modeling, Loan Loss Forecasting, Allowance for Loan Loss..., Provision for Loan &..., Credit Risk, Loans, Portfolio Management, SAS, Strategic Planning, Financial Risk, Finance, Derivatives, Credit, Banking, Risk Management, Analytics, Management, Analysis, Quantitative Analytics, Mergers & Acquisitions, Stress Testing, Forecasting, Hedging, FX Options
Education
San Francisco State University 1992 — 1994
MS, International Finance & Acqusitions
Menlo College 1984 — 1987
BS, Multi-National Finance
HOLD For Update May 2008 - September 2015
SAS Institute June 2007 - May 2008
HSBC June 2005 - June 2007
Starbucks June 2003 - June 2005
Morgan Stanley February 2001 - June 2003
Microsoft June 1997 - June 2001
Netscape 1995 - 1997
Skills
Credit Risk &..., Financial Analysis &..., Financial Modeling, Econometric Modeling, Loan Loss Forecasting, Allowance for Loan Loss..., Provision for Loan &..., Credit Risk, Loans, Portfolio Management, SAS, Strategic Planning, Financial Risk, Finance, Derivatives, Credit, Banking, Risk Management, Analytics, Management, Analysis, Quantitative Analytics, Mergers & Acquisitions, Stress Testing, Forecasting, Hedging, FX Options
Education
San Francisco State University 1992 — 1994
MS, International Finance & Acqusitions
Menlo College 1984 — 1987
BS, Multi-National Finance
Nikki McNary Nikki McNary's Morgan Stanley Experience August 1985 - December 1987
Job Owner, Bare Elegance Waxing Salon & Lingerie Boutique, Marketing Strategy, Social Media, Business Development
Industry Marketing and Advertising
Experience
Bare Elegance Waxing February 2014 - Present
Emerge Marketing LLC July 2010 - March 2015
The Ohio State University January 2009 - July 2010
Investment Analytics, Inc. March 2004 - December 2007
Business Intelligence Associates January 1988 - December 2002
Morgan Stanley August 1985 - December 1987
The Ohio Company June 1983 - August 1985
Strategic Information Services June 1981 - June 1983
Skills
Business Development, Strategic Partnerships, B2B Marketing, Strategy, B2B, Entrepreneurship, Online Advertising, Social Media Strategist, Digital Strategy, Social Media Consulting, Marketing, E-commerce, Market Research, CRM, Digital Marketing, Mobile Marketing, Social Selling, Analytics, Social Media Integration, Business Strategy, B2B Marketing Strategy, Web Marketing, Email Marketing, Marketing Strategy, Management, Blogging, Small Business, LinkedIn, Lead Generation, Content Strategy, Market Analysis, Mergers & Acquisitions, Google Analytics, Management Consulting, Salesforce.com, Social Media Marketing, Social Media, Social Marketing, Budgets, Proposal Writing, SEO, Direct Mail, Online Marketing, Competitive Analysis, Business Intelligence
Education
The Ohio State University
MBA, Business
Miami University
Bachelor of Science, Marketing
Bare Elegance Waxing February 2014 - Present
Emerge Marketing LLC July 2010 - March 2015
The Ohio State University January 2009 - July 2010
Investment Analytics, Inc. March 2004 - December 2007
Business Intelligence Associates January 1988 - December 2002
Morgan Stanley August 1985 - December 1987
The Ohio Company June 1983 - August 1985
Strategic Information Services June 1981 - June 1983
Skills
Business Development, Strategic Partnerships, B2B Marketing, Strategy, B2B, Entrepreneurship, Online Advertising, Social Media Strategist, Digital Strategy, Social Media Consulting, Marketing, E-commerce, Market Research, CRM, Digital Marketing, Mobile Marketing, Social Selling, Analytics, Social Media Integration, Business Strategy, B2B Marketing Strategy, Web Marketing, Email Marketing, Marketing Strategy, Management, Blogging, Small Business, LinkedIn, Lead Generation, Content Strategy, Market Analysis, Mergers & Acquisitions, Google Analytics, Management Consulting, Salesforce.com, Social Media Marketing, Social Media, Social Marketing, Budgets, Proposal Writing, SEO, Direct Mail, Online Marketing, Competitive Analysis, Business Intelligence
Education
The Ohio State University
MBA, Business
Miami University
Bachelor of Science, Marketing
Joseph Borowski, CFA Joseph Borowski, CFA's Morgan Stanley Experience August 2004 - April 2005
Job Director, Valuation Services at GBQ Consulting
Industry Financial Services
Experience
GBQ Consulting April 2005 - Present
Morgan Stanley August 2004 - April 2005
Skills
Business Valuation, Valuation, Financial Analysis, Financial Reporting, Financial Modeling, Financial Advisory, ESOP, Estate Planning, Succession Planning, M&A Advisory Services, Finance, Mergers & Acquisitions, Corporate Finance
Education
Miami University 2000 — 2004
BS, Business Economics
GBQ Consulting April 2005 - Present
Morgan Stanley August 2004 - April 2005
Skills
Business Valuation, Valuation, Financial Analysis, Financial Reporting, Financial Modeling, Financial Advisory, ESOP, Estate Planning, Succession Planning, M&A Advisory Services, Finance, Mergers & Acquisitions, Corporate Finance
Education
Miami University 2000 — 2004
BS, Business Economics
Joe Stephen, CFP® Joe Stephen, CFP®'s Morgan Stanley Experience 1998 - 2004
Job President at Stephen Financial Services Inc.
Industry Financial Services
Experience
Stephen Financial Services Inc. 2004 - Present
Morgan Stanley 1998 - 2004
TD Securities 1994 - 1998
TD Bank 1984 - 1994
HypoVereinsbank (Munich, Germany) 1984 - 1984
Education
McMaster University 1980 — 1984
B.Comm
Stephen Financial Services Inc. 2004 - Present
Morgan Stanley 1998 - 2004
TD Securities 1994 - 1998
TD Bank 1984 - 1994
HypoVereinsbank (Munich, Germany) 1984 - 1984
Education
McMaster University 1980 — 1984
B.Comm
Laura Rowe Laura Rowe's Morgan Stanley Experience January 1996 - July 2004
Job VP, Branch Manager at The Provident Bank
Industry Banking
Experience
The Provident Bank June 2014 - Present
Team Capital Bank now Provident Bank February 2013 - June 2014
PNC July 2004 - February 2013
Morgan Stanley January 1996 - July 2004
Skills
Banking, Sales Management, Credit, Loans, Branch Banking, Portfolio Management, Leadership, Business Development, Management, Investments, Marketing, Financial Services, Finance, Cross Selling, Commercial Lending
Education
Hunterdon Central High School
Mercer County Community College
Management Development & Training Program
The Provident Bank June 2014 - Present
Team Capital Bank now Provident Bank February 2013 - June 2014
PNC July 2004 - February 2013
Morgan Stanley January 1996 - July 2004
Skills
Banking, Sales Management, Credit, Loans, Branch Banking, Portfolio Management, Leadership, Business Development, Management, Investments, Marketing, Financial Services, Finance, Cross Selling, Commercial Lending
Education
Hunterdon Central High School
Mercer County Community College
Management Development & Training Program
Jasmine Downing's Morgan Stanley Experience February 2005 - February 2008
Job Benefits Administrator at Alpine Woods Capital Investors, LLC
Industry Financial Services
Experience
Alpine Woods Capital Investors, LLC April 2009 - Present
Morgan Stanley February 2005 - February 2008
Citi September 1998 - April 2004
Skills
Management, Customer Service, Microsoft Office, Human Resources, Risk Management, Employee Benefits, PowerPoint, Financial Analysis, Leadership, Outlook, Business Analysis, Finance, Talent Acquisition, Staff Retention, Resume Writing, Organizational..., Onboarding, Performance Management, HR Policies, HR Project Management, Employee Relations, HRIS Database Management
Education
Mercy College 2014 — 2015
Master's Degree, Human Resources Management/Personnel Administration, General
Mercy College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Alpine Woods Capital Investors, LLC April 2009 - Present
Morgan Stanley February 2005 - February 2008
Citi September 1998 - April 2004
Skills
Management, Customer Service, Microsoft Office, Human Resources, Risk Management, Employee Benefits, PowerPoint, Financial Analysis, Leadership, Outlook, Business Analysis, Finance, Talent Acquisition, Staff Retention, Resume Writing, Organizational..., Onboarding, Performance Management, HR Policies, HR Project Management, Employee Relations, HRIS Database Management
Education
Mercy College 2014 — 2015
Master's Degree, Human Resources Management/Personnel Administration, General
Mercy College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Don Jin Don Jin's Morgan Stanley Experience May 2004 - November 2007
Job Senior Curam Application Developer at Alberta Human Services
Industry Computer Software
Experience
Alberta Human Services June 2013 - Present
Alberta Children and Youth Services February 2011 - April 2013
Fujitsu Canada September 2010 - February 2011
Fujitsu America December 2007 - February 2011
Fujitsu Consulting Canada 2007 - 2011
Morgan Stanley May 2004 - November 2007
Compuware Canada 2004 - 2007
Skills
J2EE, Spring, Web Services, Hibernate, Ant, Tomcat, XML, SOA, Struts, JSP, Eclipse, Java, SOAP, DB2, Application Development, UML, AJAX, Subversion, PL/SQL, Database Design, SQL, Agile, JavaScript, SQL Server, MVC, Software Development, Test Driven Development, Unix, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Curam, Cúram
Education
Miami University 1998 — 1999
Master's degree, Computer Science and Systems Analysis
Tsinghua University 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Alberta Human Services June 2013 - Present
Alberta Children and Youth Services February 2011 - April 2013
Fujitsu Canada September 2010 - February 2011
Fujitsu America December 2007 - February 2011
Fujitsu Consulting Canada 2007 - 2011
Morgan Stanley May 2004 - November 2007
Compuware Canada 2004 - 2007
Skills
J2EE, Spring, Web Services, Hibernate, Ant, Tomcat, XML, SOA, Struts, JSP, Eclipse, Java, SOAP, DB2, Application Development, UML, AJAX, Subversion, PL/SQL, Database Design, SQL, Agile, JavaScript, SQL Server, MVC, Software Development, Test Driven Development, Unix, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Curam, Cúram
Education
Miami University 1998 — 1999
Master's degree, Computer Science and Systems Analysis
Tsinghua University 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Andrew K. Kim Andrew K. Kim's Morgan Stanley Experience October 1998 - January 2001
Job Partner at The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
Piedmont Financial Group, a member of MassMutual Financial Group January 2011 - Present
Salim Church, UCC November 2004 - Present
Northwestern Mutual April 2009 - September 2010
Allstate Financial January 2001 - February 2004
Morgan Stanley October 1998 - January 2001
Pebble Beach Company June 1988 - October 1990
Monterey Country Club June 1986 - March 1988
Skills
Retirement, Employee Benefits, Trust Services, Estate Law, Business Continuity..., Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Series 7, Wealth Management, Financial Advisory, Portfolio Management, Finance, Long Term Care Insurance, Wealth, Term Life Insurance, Financial Services, Personal Finance, Wealth Accumulation, Investment Strategies, Investment Advisory, Leadership, Series 6, Risk Management, Underwriting, FINRA
Education
Columbia Theological Seminary 2004 — 2008
M.Div, Theology
Mercer University 1992 — 1995
BA, Religious Studies
Piedmont Financial Group, a member of MassMutual Financial Group January 2011 - Present
Salim Church, UCC November 2004 - Present
Northwestern Mutual April 2009 - September 2010
Allstate Financial January 2001 - February 2004
Morgan Stanley October 1998 - January 2001
Pebble Beach Company June 1988 - October 1990
Monterey Country Club June 1986 - March 1988
Skills
Retirement, Employee Benefits, Trust Services, Estate Law, Business Continuity..., Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Series 7, Wealth Management, Financial Advisory, Portfolio Management, Finance, Long Term Care Insurance, Wealth, Term Life Insurance, Financial Services, Personal Finance, Wealth Accumulation, Investment Strategies, Investment Advisory, Leadership, Series 6, Risk Management, Underwriting, FINRA
Education
Columbia Theological Seminary 2004 — 2008
M.Div, Theology
Mercer University 1992 — 1995
BA, Religious Studies
Mercy Rios-Floyd Mercy Rios-Floyd's Morgan Stanley Experience December 2007 - August 2010
Job Office Manager at OHL Infrastructure, Inc.
Industry Food & Beverages
Experience
OHL Infrastructure, Inc. August 2013 - Present
PepsiCo August 2010 - December 2012
Morgan Stanley December 2007 - August 2010
Studley, Inc September 2005 - December 2007
HRM Management Corp February 2005 - September 2005
Skills
Microsoft Office, Negotiation, Research, Organization &..., Coordinating Events, Project Management, Change Management, Leadership Development
Education
Mercy College 2011 — 2012
Master's degree, Organizational Leadership, 4.0
College of New Rochelle 2000 — 2004
B.S, Business Administration
Academy of Mount St. Ursula
OHL Infrastructure, Inc. August 2013 - Present
PepsiCo August 2010 - December 2012
Morgan Stanley December 2007 - August 2010
Studley, Inc September 2005 - December 2007
HRM Management Corp February 2005 - September 2005
Skills
Microsoft Office, Negotiation, Research, Organization &..., Coordinating Events, Project Management, Change Management, Leadership Development
Education
Mercy College 2011 — 2012
Master's degree, Organizational Leadership, 4.0
College of New Rochelle 2000 — 2004
B.S, Business Administration
Academy of Mount St. Ursula
Katherine Bravo Katherine Bravo's Morgan Stanley Experience January 2007 - June 2010
Job Design Consultant
Industry Design
Experience
Banco Santander June 2013 - Present
Self-employed May 1997 - Present
Self-Employed Freelance Designer July 1987 - Present
Banco BCI September 2010 - August 2012
Morgan Stanley January 2007 - June 2010
Banco de Chile May 2002 - December 2006
Skills
Macroeconomics, Administrative..., Creative Direction, Microsoft Office, Graphics, Marketing
Education
Universidad del Pacifico 2012 — 2012
Gibbs College, Associates Degree in Visual Communication
Miami Dade College
Portuguese
Banco Santander June 2013 - Present
Self-employed May 1997 - Present
Self-Employed Freelance Designer July 1987 - Present
Banco BCI September 2010 - August 2012
Morgan Stanley January 2007 - June 2010
Banco de Chile May 2002 - December 2006
Skills
Macroeconomics, Administrative..., Creative Direction, Microsoft Office, Graphics, Marketing
Education
Universidad del Pacifico 2012 — 2012
Gibbs College, Associates Degree in Visual Communication
Miami Dade College
Portuguese
Matt Brady's Morgan Stanley Experience August 1998 - August 2000
Job CoFounder, COO at Militello Capital
Industry Financial Services
Experience
Militello Capital June 2011 - Present
Venga September 2012 - Present
Piedmont Investment Advisors, LLC September 2010 - Present
Social Tables August 2013 - August 2014
BB&T July 2005 - September 2010
Wachovia August 2001 - July 2005
Morgan Stanley August 1998 - August 2000
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1998
Economics
Meredith College 2002 — 2005
MBA
Militello Capital June 2011 - Present
Venga September 2012 - Present
Piedmont Investment Advisors, LLC September 2010 - Present
Social Tables August 2013 - August 2014
BB&T July 2005 - September 2010
Wachovia August 2001 - July 2005
Morgan Stanley August 1998 - August 2000
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1998
Economics
Meredith College 2002 — 2005
MBA
John Pulicare's Morgan Stanley Experience April 2004 - March 2006
Job Director Georgia Market at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2006 - Present
Morgan Stanley April 2004 - March 2006
Ryan Beck & Co. May 2000 - March 2004
Ryan Beck & Co. May 2000 - March 2004
Retirement System Group Inc. May 1992 - May 2000
Skills
Investments, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Series 7, 401k, Series 63, Asset Allocation, Retirement, Alternative Investments, Product Management, Financial Advisory, Consulting, Wealth Management
Education
Mercy College
BS, Marketing Management
MFS Investment Management March 2006 - Present
Morgan Stanley April 2004 - March 2006
Ryan Beck & Co. May 2000 - March 2004
Ryan Beck & Co. May 2000 - March 2004
Retirement System Group Inc. May 1992 - May 2000
Skills
Investments, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Series 7, 401k, Series 63, Asset Allocation, Retirement, Alternative Investments, Product Management, Financial Advisory, Consulting, Wealth Management
Education
Mercy College
BS, Marketing Management
Jeffrey Williamson Jeffrey Williamson's Morgan Stanley Experience May 2003 - August 2003
Job Finance & Accounting professional w/ 9+ years experience
Industry Real Estate
Experience
Phillips Edison & Company June 2012 - August 2015
Phillips Edison & Company March 2010 - June 2012
Ownerland Realty December 2006 - February 2010
First Value Investments, Inc. December 2006 - February 2010
Ideal Personal Training January 2009 - August 2009
Army National Guard April 2001 - April 2009
RealNet USA May 2006 - December 2006
Morgan Stanley May 2003 - August 2003
Skills
Real Estate, Real Estate Transactions, Investment Properties, Leases, Investors, Residential Homes, Financial Analysis, Selling, Real Estate Economics, Sellers, Auditing, Real Estate Financing, Tenant, Negotiation, Foreclosures, Microsoft Office, Financial Reporting, Customer Service, Detail Orientation, Real Estate Finance, Real Estate Investment, Home, Excel, Residential, Argus Modeling, Finance, Microsoft Excel, Loans, Property, Sales, Commercial Real Estate
Education
Miami University 2001 — 2006
B.S., Finance
Phillips Edison & Company June 2012 - August 2015
Phillips Edison & Company March 2010 - June 2012
Ownerland Realty December 2006 - February 2010
First Value Investments, Inc. December 2006 - February 2010
Ideal Personal Training January 2009 - August 2009
Army National Guard April 2001 - April 2009
RealNet USA May 2006 - December 2006
Morgan Stanley May 2003 - August 2003
Skills
Real Estate, Real Estate Transactions, Investment Properties, Leases, Investors, Residential Homes, Financial Analysis, Selling, Real Estate Economics, Sellers, Auditing, Real Estate Financing, Tenant, Negotiation, Foreclosures, Microsoft Office, Financial Reporting, Customer Service, Detail Orientation, Real Estate Finance, Real Estate Investment, Home, Excel, Residential, Argus Modeling, Finance, Microsoft Excel, Loans, Property, Sales, Commercial Real Estate
Education
Miami University 2001 — 2006
B.S., Finance
Roidon Chung's Morgan Stanley Experience August 2015 - Present
Job Software Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2015 - Present
Accenture August 2015 - Present
FDM Group March 2015 - May 2015
McMaster University April 2012 - August 2012
Skills
SQL, Java, Unix, JavaScript, Ext JS, Physics, Mathematics, Fortran, Matlab, LaTeX
Education
McMaster University 2009 — 2013
Honours B.Sc, Physics, Mathematics
Morgan Stanley August 2015 - Present
Accenture August 2015 - Present
FDM Group March 2015 - May 2015
McMaster University April 2012 - August 2012
Skills
SQL, Java, Unix, JavaScript, Ext JS, Physics, Mathematics, Fortran, Matlab, LaTeX
Education
McMaster University 2009 — 2013
Honours B.Sc, Physics, Mathematics
Angenette McBryde, MBA Angenette McBryde, MBA's Morgan Stanley Experience August 2011 - October 2014
Job Senior Trust Administrator
Industry Financial Services
Experience
Comerica Bank October 2014 - Present
Morgan Stanley August 2011 - October 2014
Skills
Estate Planning, Securities, Leadership, Cross-functional Team..., Risk Management, Investments, Wealth Management, Financial Services, Banking, Asset Management, Finance, Customer Service, Portfolio Management, Asset Allocation, Microsoft Office, Wealth Management..., Relationship Management, High Net Worth..., Accounting, Public Speaking
Education
Metropolitan College of New York 2013 — 2014
Master of Business Administration (MBA), Financial Services
Peirce College, Phila., PA 2006 — 2010
BS, Paralegal Studies
Comerica Bank October 2014 - Present
Morgan Stanley August 2011 - October 2014
Skills
Estate Planning, Securities, Leadership, Cross-functional Team..., Risk Management, Investments, Wealth Management, Financial Services, Banking, Asset Management, Finance, Customer Service, Portfolio Management, Asset Allocation, Microsoft Office, Wealth Management..., Relationship Management, High Net Worth..., Accounting, Public Speaking
Education
Metropolitan College of New York 2013 — 2014
Master of Business Administration (MBA), Financial Services
Peirce College, Phila., PA 2006 — 2010
BS, Paralegal Studies
Joshua Wong's Morgan Stanley Experience 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2014 - Present
Scotia Capital 2011 - 2014
Green Coast Capital Partners 2009 - 2009
Glorharta Snd. Bhd. 2007 - 2008
Research In Motion 2006 - 2007
Skills
Investment Banking, Mergers & Acquisitions
Education
London Business School 2011 — 2011
MBA
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McMaster University 2000 — 2006
B.Eng.Mgt
Upper Canada College 1995 — 2000
IB
CFA Institute
Passed CFA Level I Exam
Morgan Stanley 2014 - Present
Scotia Capital 2011 - 2014
Green Coast Capital Partners 2009 - 2009
Glorharta Snd. Bhd. 2007 - 2008
Research In Motion 2006 - 2007
Skills
Investment Banking, Mergers & Acquisitions
Education
London Business School 2011 — 2011
MBA
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McMaster University 2000 — 2006
B.Eng.Mgt
Upper Canada College 1995 — 2000
IB
CFA Institute
Passed CFA Level I Exam
Maryalice Kimel Maryalice Kimel's Morgan Stanley Experience July 2000 - January 2006
Job Director of Development at Hospice of the Golden Isles
Industry Financial Services
Experience
Hospice of the Golden Isles February 2013 - Present
Jacobs, Kirby & Coolidge, LLC June 2009 - January 2013
Morgan Stanley July 2000 - January 2006
Skills
Planned Giving, Community Outreach, Event Planning, Series 63, Retirement, Asset Management, Customer Service, Event Management, Fundraising, Newsletters, Press Releases, Public Relations, Public Speaking, Small Business, Strategic Financial...
Education
Meredith College 1970 — 1974
Bachelor of Science (BS), American History (United States)
Hospice of the Golden Isles February 2013 - Present
Jacobs, Kirby & Coolidge, LLC June 2009 - January 2013
Morgan Stanley July 2000 - January 2006
Skills
Planned Giving, Community Outreach, Event Planning, Series 63, Retirement, Asset Management, Customer Service, Event Management, Fundraising, Newsletters, Press Releases, Public Relations, Public Speaking, Small Business, Strategic Financial...
Education
Meredith College 1970 — 1974
Bachelor of Science (BS), American History (United States)
Robert F. Merullo Robert F. Merullo's Morgan Stanley Experience 1996 - 1997
Job Equity Trader in Private Practice
Industry Financial Services
Experience
Private Practice September 2001 - Present
Seaboard Securities Inc. 2008 - 2009
Herzog Heine & Geduld February 1997 - August 2001
Morgan Stanley 1996 - 1997
Brown Brothers Harriman 1994 - 1996
Skills
Equities, Trading, Equity Trading, Trading Strategies, Options, Series 7, Equity Derivatives, Trading Systems, Electronic Trading, Wealth Management, Financial Markets, Proprietary Trading, Bloomberg, Series 63, Derivatives, Capital Markets, ETFs, Hedge Funds, Investment Management, Market Making, Traders, Series 55, Microsoft Office, Technical Analysis, Series 3, Reuters, Tennis Pro, Real Tick, The Hammer, Carlin Trader, Lightspeed, Fusion, FOREX, FINRA, Foreign Exchange, Alternative Investments, Volatility, Series 24, Securities, Investments, Fixed Income, Asset Management, Portfolio Management, Finance, Investment Banking, Risk Management, equity execution
Education
Merrimack College 1989 — 1993
B.S., Business Management / Finance
Private Practice September 2001 - Present
Seaboard Securities Inc. 2008 - 2009
Herzog Heine & Geduld February 1997 - August 2001
Morgan Stanley 1996 - 1997
Brown Brothers Harriman 1994 - 1996
Skills
Equities, Trading, Equity Trading, Trading Strategies, Options, Series 7, Equity Derivatives, Trading Systems, Electronic Trading, Wealth Management, Financial Markets, Proprietary Trading, Bloomberg, Series 63, Derivatives, Capital Markets, ETFs, Hedge Funds, Investment Management, Market Making, Traders, Series 55, Microsoft Office, Technical Analysis, Series 3, Reuters, Tennis Pro, Real Tick, The Hammer, Carlin Trader, Lightspeed, Fusion, FOREX, FINRA, Foreign Exchange, Alternative Investments, Volatility, Series 24, Securities, Investments, Fixed Income, Asset Management, Portfolio Management, Finance, Investment Banking, Risk Management, equity execution
Education
Merrimack College 1989 — 1993
B.S., Business Management / Finance
Sebastian Dragnea Sebastian Dragnea's Morgan Stanley Experience June 2014 - Present
Job Desk Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Computer Science Undergraduate Society September 2012 - May 2013
Microsoft May 2012 - July 2012
BlackBerry 2011 - 2011
Skills
Java, Python, C++, JavaScript, C, HTML, Algorithms, Computer Science, CSS, Microsoft Office, Matlab, C#, Teamwork
Education
McGill University 2010 — 2014
Bachelor's, honours, Computer Science and Math
Lisgar Collegiate Institute 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Computer Science Undergraduate Society September 2012 - May 2013
Microsoft May 2012 - July 2012
BlackBerry 2011 - 2011
Skills
Java, Python, C++, JavaScript, C, HTML, Algorithms, Computer Science, CSS, Microsoft Office, Matlab, C#, Teamwork
Education
McGill University 2010 — 2014
Bachelor's, honours, Computer Science and Math
Lisgar Collegiate Institute 2006 — 2010
Karen Frasca Karen Frasca's Morgan Stanley Experience March 2015 - Present
Job Sr. Sourcing Specialist AML, Legal & Compliance (US) Talent Acquisition at Morgan Stanley
Industry Outsourcing/Offshoring
Experience
Morgan Stanley March 2015 - Present
Bank of Montreal - BMO Talent Management October 2011 - March 2015
Modis (formerly Ajilon Consulting) March 2010 - November 2011
ISG Search July 2008 - March 2010
Hays April 2007 - July 2008
Computer Horizons Canada 2006 - 2007
Brainhunter / Stafflink Solutions 2000 - 2005
Skills
Recruiting, RPO, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Contract Recruitment, Technical Recruiting, Executive Search, Talent Acquisition, Screening Resumes, Permanent Placement, Employer Branding, Screening, SDLC, Interviews, Temporary Staffing, Personnel Management, Hiring, Onboarding, Recruitment Advertising, Risk Management, Talent Management, Temporary Placement, Sourcing, Management, Enterprise Software, College Recruiting, Human Resources, Resource Management, Vendor Management, Performance Management, Staffing Services, PeopleSoft, Relationship Management, Networking, Consulting, IT Recruitment, HR Consulting, Building Relationships, CRM, Financial Services, Cold Calling, Resume Writing, Employee Engagement, Strategic Sourcing, Employee Relations, Information Technology, Time Management, Business Networking, Outsourcing
Education
McMaster University 1992 — 1996
Hon. BA, Language and Linguistics (French & Italian)
Morgan Stanley March 2015 - Present
Bank of Montreal - BMO Talent Management October 2011 - March 2015
Modis (formerly Ajilon Consulting) March 2010 - November 2011
ISG Search July 2008 - March 2010
Hays April 2007 - July 2008
Computer Horizons Canada 2006 - 2007
Brainhunter / Stafflink Solutions 2000 - 2005
Skills
Recruiting, RPO, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Contract Recruitment, Technical Recruiting, Executive Search, Talent Acquisition, Screening Resumes, Permanent Placement, Employer Branding, Screening, SDLC, Interviews, Temporary Staffing, Personnel Management, Hiring, Onboarding, Recruitment Advertising, Risk Management, Talent Management, Temporary Placement, Sourcing, Management, Enterprise Software, College Recruiting, Human Resources, Resource Management, Vendor Management, Performance Management, Staffing Services, PeopleSoft, Relationship Management, Networking, Consulting, IT Recruitment, HR Consulting, Building Relationships, CRM, Financial Services, Cold Calling, Resume Writing, Employee Engagement, Strategic Sourcing, Employee Relations, Information Technology, Time Management, Business Networking, Outsourcing
Education
McMaster University 1992 — 1996
Hon. BA, Language and Linguistics (French & Italian)
Tori Pisciotta Tori Pisciotta's Morgan Stanley Experience December 2000 - August 2005
Job Vice President Investments at UBS Wealth Management, Senior Portfolio Manager, Portfolio Management Program
Industry Financial Services
Experience
UBS Wealth Management August 2005 - Present
The United States Collegiate Championship January 2014 - December 2014
Morgan Stanley December 2000 - August 2005
CIBC Oppenheimer June 1996 - December 2000
Education
Miami University 1976 — 1977
MBA, Finance
Miami University 1972 — 1976
B.S. in Business Administration, Finance and Marketing Management
Boylan
UBS Wealth Management August 2005 - Present
The United States Collegiate Championship January 2014 - December 2014
Morgan Stanley December 2000 - August 2005
CIBC Oppenheimer June 1996 - December 2000
Education
Miami University 1976 — 1977
MBA, Finance
Miami University 1972 — 1976
B.S. in Business Administration, Finance and Marketing Management
Boylan
Adriano Parrotta Adriano Parrotta's Morgan Stanley Experience April 1997 - March 2001
Job Producer at Ganz
Industry Computer Games
Experience
Ganz June 2012 - Present
Future Ads LLC 2010 - August 2012
Playdom 2010 - December 2010
National Geographic Society April 2009 - March 2010
First Hill Media LLC July 2008 - March 2010
Oberon Media May 2006 - July 2008
Fidelity National Title August 2004 - May 2006
Airlocker Inc. October 2001 - July 2004
Morgan Stanley April 1997 - March 2001
Skills
Game Development, Social Games, Contract Negotiation, Content Acquisition, Casual Games, Video Games, Online Gaming, Social Networking, Game Design, Monetization, Product Management, Social Media Marketing, User Interface Design, User Experience, Facebook, Social Media, Production, Product Development, Digital Media, New Business Development, Computer Games, Mobile Games, iPhone, Xbox 360, Mobile Devices, Mobile Applications, User Interface, PS3, Flash, Gaming, Analytics, Interactive..., Strategy, Wii, ActionScript, Console, Gameplay
Education
University of Advancing Technology 2005 — 2008
BA, Multimeda Design
Metropolitan State University of Denver 1995 — 1999
BS, Computer Science
Ganz June 2012 - Present
Future Ads LLC 2010 - August 2012
Playdom 2010 - December 2010
National Geographic Society April 2009 - March 2010
First Hill Media LLC July 2008 - March 2010
Oberon Media May 2006 - July 2008
Fidelity National Title August 2004 - May 2006
Airlocker Inc. October 2001 - July 2004
Morgan Stanley April 1997 - March 2001
Skills
Game Development, Social Games, Contract Negotiation, Content Acquisition, Casual Games, Video Games, Online Gaming, Social Networking, Game Design, Monetization, Product Management, Social Media Marketing, User Interface Design, User Experience, Facebook, Social Media, Production, Product Development, Digital Media, New Business Development, Computer Games, Mobile Games, iPhone, Xbox 360, Mobile Devices, Mobile Applications, User Interface, PS3, Flash, Gaming, Analytics, Interactive..., Strategy, Wii, ActionScript, Console, Gameplay
Education
University of Advancing Technology 2005 — 2008
BA, Multimeda Design
Metropolitan State University of Denver 1995 — 1999
BS, Computer Science
Jennifer Zalinsky Jennifer Zalinsky's Morgan Stanley Experience September 1998 - December 2000
Job Professional Executive Administrator
Industry Real Estate
Experience
S & J Residential Services, LLC May 2012 - Present
LNR Property Corporation March 2010 - Present
LNR Property LLC 2010 - 2013
Bayview Financial February 2006 - April 2008
Singer Xenos September 2004 - January 2006
Raymond James Financial January 2001 - September 2004
Morgan Stanley September 1998 - December 2000
Young Stovall & Company 1993 - 1998
Skills
Real Estate, Investment Properties, Real Estate Development, Financial Analysis, Finance, Customer Service, Credit, Strategic Planning, Contract Negotiation, Marketing, Commercial Real Estate, Sales, Real Estate Transactions, Property Management, Leases, Invoicing, Accounts Receivable, Human Resources, Microsoft Word, Microsoft Excel, Negotiation, Accounts Payable, Budgets, Investments
Education
Miami Southridge Senior High 1986 — 1989
Miami Dade College
S & J Residential Services, LLC May 2012 - Present
LNR Property Corporation March 2010 - Present
LNR Property LLC 2010 - 2013
Bayview Financial February 2006 - April 2008
Singer Xenos September 2004 - January 2006
Raymond James Financial January 2001 - September 2004
Morgan Stanley September 1998 - December 2000
Young Stovall & Company 1993 - 1998
Skills
Real Estate, Investment Properties, Real Estate Development, Financial Analysis, Finance, Customer Service, Credit, Strategic Planning, Contract Negotiation, Marketing, Commercial Real Estate, Sales, Real Estate Transactions, Property Management, Leases, Invoicing, Accounts Receivable, Human Resources, Microsoft Word, Microsoft Excel, Negotiation, Accounts Payable, Budgets, Investments
Education
Miami Southridge Senior High 1986 — 1989
Miami Dade College
Nicole Calandra's Morgan Stanley Experience June 2014 - August 2014
Job S&T Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
PricewaterhouseCoopers June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
UVA Center for Politics September 2013 - December 2013
Longitude Capital June 2013 - July 2013
Skills
Social Media, Editing, Team Building, Teamwork, Internal Communications, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Data Analysis, Finance, Facebook, Analysis, Financial Analysis
Education
McIntire School of Commerce 2014 — 2016
University of Virginia 2012 — 2014
Bachelor's Degree, Finance, General
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Course, International Relations and Affairs
Greenwich Academy 2008 — 2012
High School
PricewaterhouseCoopers June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
UVA Center for Politics September 2013 - December 2013
Longitude Capital June 2013 - July 2013
Skills
Social Media, Editing, Team Building, Teamwork, Internal Communications, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Data Analysis, Finance, Facebook, Analysis, Financial Analysis
Education
McIntire School of Commerce 2014 — 2016
University of Virginia 2012 — 2014
Bachelor's Degree, Finance, General
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Course, International Relations and Affairs
Greenwich Academy 2008 — 2012
High School
Richard Yu's Morgan Stanley Experience July 2011 - November 2014
Job Data Architecture and Business Analytics
Industry Financial Services
Experience
TPG Capital November 2014 - Present
Morgan Stanley July 2011 - November 2014
Wireless Generation July 2007 - July 2011
BT Radianz January 2007 - June 2007
Oracle Corporation May 2005 - December 2006
Celestica Inc May 2004 - May 2005
Celestica Inc May 2001 - September 2002
Skills
ETL, Data Warehousing, Oracle, PL/SQL, Databases, Business Intelligence, Informatica, Perl, Python, Datastage, PostgreSQL, Oracle Warehouse Builder, DB2, Autosys, QlikView, Web Services, Vertica Database, SQL, Oracle Database, Agile Methodologies, SDLC, SSIS, Shell Scripting, Unix, Microsoft SQL Server, Tableau, SSRS, Greenplum
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA
McMaster University 1998 — 2003
Bachelor of Science (B.Sc.)
TPG Capital November 2014 - Present
Morgan Stanley July 2011 - November 2014
Wireless Generation July 2007 - July 2011
BT Radianz January 2007 - June 2007
Oracle Corporation May 2005 - December 2006
Celestica Inc May 2004 - May 2005
Celestica Inc May 2001 - September 2002
Skills
ETL, Data Warehousing, Oracle, PL/SQL, Databases, Business Intelligence, Informatica, Perl, Python, Datastage, PostgreSQL, Oracle Warehouse Builder, DB2, Autosys, QlikView, Web Services, Vertica Database, SQL, Oracle Database, Agile Methodologies, SDLC, SSIS, Shell Scripting, Unix, Microsoft SQL Server, Tableau, SSRS, Greenplum
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA
McMaster University 1998 — 2003
Bachelor of Science (B.Sc.)
Vincent Hippoman Vincent Hippoman's Morgan Stanley Experience August 2011 - January 2013
Job CoFounder at Double Stallion Games
Industry Computer Software
Experience
Double Stallion Games January 2013 - Present
Morgan Stanley August 2011 - January 2013
Crankshaft Games February 2009 - January 2013
Norton Rose Fulbright June 2005 - August 2009
Skills
C#, C++, Java, XNA, Git, Bash, Python, Lua, SQL, Video Games, CSS, JavaScript, Visual Studio, Unix, Eclipse, Subversion, Design Patterns, Cocos2d-x, Marmalade, Ant, Powershell
Education
McGill University 2007 — 2011
BEng, Software Engineering, 3.8/4.0 GPA
Double Stallion Games January 2013 - Present
Morgan Stanley August 2011 - January 2013
Crankshaft Games February 2009 - January 2013
Norton Rose Fulbright June 2005 - August 2009
Skills
C#, C++, Java, XNA, Git, Bash, Python, Lua, SQL, Video Games, CSS, JavaScript, Visual Studio, Unix, Eclipse, Subversion, Design Patterns, Cocos2d-x, Marmalade, Ant, Powershell
Education
McGill University 2007 — 2011
BEng, Software Engineering, 3.8/4.0 GPA
Aimal Khan Aimal Khan's Morgan Stanley Experience September 2015 - Present
Job Java Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley September 2015 - Present
FDM Group June 2015 - Present
Keyora Inc July 2014 - June 2015
McMaster Engineering Society March 2013 - April 2014
Keyora Inc May 2013 - August 2013
Keyora Inc April 2012 - December 2012
Fenix Data Systems Inc. June 2011 - September 2011
Skills
SQL, Microsoft SQL Server, Software Design, C#, Java, Python, HTML, C++, Linux, JavaScript, Visual Studio, Software Development, Testing, Matlab, Web Applications, CSS, MySQL, HTML 5, OpenGL, Programming, XNA, Verilog, XML, JSON, OOP
Education
McMaster University 2009 — 2014
Bachelor's Degree, Software Engineering & Game Design
Morgan Stanley September 2015 - Present
FDM Group June 2015 - Present
Keyora Inc July 2014 - June 2015
McMaster Engineering Society March 2013 - April 2014
Keyora Inc May 2013 - August 2013
Keyora Inc April 2012 - December 2012
Fenix Data Systems Inc. June 2011 - September 2011
Skills
SQL, Microsoft SQL Server, Software Design, C#, Java, Python, HTML, C++, Linux, JavaScript, Visual Studio, Software Development, Testing, Matlab, Web Applications, CSS, MySQL, HTML 5, OpenGL, Programming, XNA, Verilog, XML, JSON, OOP
Education
McMaster University 2009 — 2014
Bachelor's Degree, Software Engineering & Game Design
Curtis Aaron Browning Curtis Aaron Browning's Morgan Stanley Experience May 2006 - August 2006
Job Senior Associate at Bank of America Merrill Lynch Global Credit Risk Global Banking & Markets (GBAM)
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo February 2015 - June 2015
GAMCO Investors, Inc. July 2010 - April 2014
GAMCO Investors, Inc. July 2010 - September 2012
GE Capital November 2008 - April 2010
TUDOR INVESTMENT CORPORATION August 2007 - October 2008
Morgan Stanley May 2006 - August 2006
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Trading, Financial Modeling, Portfolio Management, Valuation, Securities, Investments, Alternative Investments, Options, Mutual Funds, Bonds, FX Options, SQL, VBScript, VBA, Oracle SQL Developer, Cash Management, Collateral Management, Treasury, Treasury Management, Cash Flow Forecasting, Investor Relations, SAP, Risk Management, Operational Risk..., Liquidity Management, Liquidity Risk, Value Investing, International..., Regulatory Requirements, Regulatory Compliance, Securities Regulation, Finance, Market Risk, Hedging, Financial Risk, Derivatives, Structured Products, Due Diligence, Swaps
Education
McIntire School of Commerce 2005 — 2007
Bachelor's Degree, Accounting and Finance
University of Virginia 2003 — 2007
Bachelor's Degree, BS Finance; BA Economics, BA Spanish;, 3.75 GPA
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo February 2015 - June 2015
GAMCO Investors, Inc. July 2010 - April 2014
GAMCO Investors, Inc. July 2010 - September 2012
GE Capital November 2008 - April 2010
TUDOR INVESTMENT CORPORATION August 2007 - October 2008
Morgan Stanley May 2006 - August 2006
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Trading, Financial Modeling, Portfolio Management, Valuation, Securities, Investments, Alternative Investments, Options, Mutual Funds, Bonds, FX Options, SQL, VBScript, VBA, Oracle SQL Developer, Cash Management, Collateral Management, Treasury, Treasury Management, Cash Flow Forecasting, Investor Relations, SAP, Risk Management, Operational Risk..., Liquidity Management, Liquidity Risk, Value Investing, International..., Regulatory Requirements, Regulatory Compliance, Securities Regulation, Finance, Market Risk, Hedging, Financial Risk, Derivatives, Structured Products, Due Diligence, Swaps
Education
McIntire School of Commerce 2005 — 2007
Bachelor's Degree, Accounting and Finance
University of Virginia 2003 — 2007
Bachelor's Degree, BS Finance; BA Economics, BA Spanish;, 3.75 GPA
Greg Bell, CIMA® Greg Bell, CIMA®'s Morgan Stanley Experience April 2004 - December 2006
Job Principal, Sales Director at Havener Capital Partners LLC
Industry Financial Services
Experience
Havener Capital Partners LLC April 2015 - Present
CAIS Group April 2014 - April 2015
Nuveen Investments April 2011 - April 2014
J.P. Morgan Funds October 2009 - April 2011
Verndale January 2009 - October 2009
Evergreen Investments December 2006 - January 2009
Morgan Stanley April 2004 - December 2006
Skills
Mutual Funds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Merrimack College 1998 — 2002
BS, Finance, Economics
Havener Capital Partners LLC April 2015 - Present
CAIS Group April 2014 - April 2015
Nuveen Investments April 2011 - April 2014
J.P. Morgan Funds October 2009 - April 2011
Verndale January 2009 - October 2009
Evergreen Investments December 2006 - January 2009
Morgan Stanley April 2004 - December 2006
Skills
Mutual Funds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Merrimack College 1998 — 2002
BS, Finance, Economics
Aaron Krajacic's Morgan Stanley Experience 2012 - Present
Job Commodities Professional
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
AK Thompson Investments May 2008 - Present
J.P. Morgan June 2007 - December 2011
Skills
Financial Analysis, Finance, Leadership, Financial Reporting, Financial Modeling, Team Building, Equities, Process Improvement, Risk Management, Accounting, Business Analysis, Analysis, Access, Data Analysis, Budgets
Education
Miami University
Bachelor of Science (B.S.), Finance, General
Morgan Stanley 2012 - Present
AK Thompson Investments May 2008 - Present
J.P. Morgan June 2007 - December 2011
Skills
Financial Analysis, Finance, Leadership, Financial Reporting, Financial Modeling, Team Building, Equities, Process Improvement, Risk Management, Accounting, Business Analysis, Analysis, Access, Data Analysis, Budgets
Education
Miami University
Bachelor of Science (B.S.), Finance, General
Jaclyn (Adams) Peal's Morgan Stanley Experience May 2007 - September 2008
Job Manager, Senior Key Accounts Manager at Northern Lights Distributors, LLC
Industry Financial Services
Experience
Northern Lights Distributors, LLC March 2015 - Present
Securities America, Inc. Member FINRA/SIPC January 2014 - March 2015
Securities America, Inc. Member FINRA/SIPC March 2011 - January 2014
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2011
Morgan Stanley May 2007 - September 2008
Skills
Series 7, Series 66, Series 24, Series 4, Series 53, Series 31, Life Insurance, Finance, Retirement, Financial Services, Investment Advisory
Education
Mercyhurst University
Bachelor of Arts (B.A.), Accounting
Mercyhurst University
Bachelor of Arts (B.A.), Business Finance
Northern Lights Distributors, LLC March 2015 - Present
Securities America, Inc. Member FINRA/SIPC January 2014 - March 2015
Securities America, Inc. Member FINRA/SIPC March 2011 - January 2014
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2011
Morgan Stanley May 2007 - September 2008
Skills
Series 7, Series 66, Series 24, Series 4, Series 53, Series 31, Life Insurance, Finance, Retirement, Financial Services, Investment Advisory
Education
Mercyhurst University
Bachelor of Arts (B.A.), Accounting
Mercyhurst University
Bachelor of Arts (B.A.), Business Finance
Chris Seminatore's Morgan Stanley Experience 2000 - 2002
Job Chris Seminatore Digital Marketing Professional
Industry Internet
Experience
RedTruckSEO March 2013 - Present
ETO DOORS January 2012 - April 2013
Electronic Settlements, Inc April 2012 - March 2013
Protaxcare April 2008 - November 2011
Four Kings Entertainment 2005 - 2008
GuardianCam, Inc. 2002 - 2005
Morgan Stanley 2000 - 2002
United States Navy 1989 - 1994
Skills
Sales Management, Market Planning, Strategic Planning, Start-ups, Management, Marketing, Entrepreneurship, Sales, Team Leadership, Online Marketing, Negotiation, Project Management, Sales Operations, New Business Development, Marketing Strategy, Customer Service, Social Media Marketing, Event Planning, Operations Management, Advertising, Direct Sales, Sales Process, Account Management, B2B, Lead Generation, Team Building, Customer Retention, Budgets, Online Advertising, Merchandising, SEO, Email Marketing, Marketing Management, Selling, Direct Marketing, Strategic Partnerships, PPC, Product Marketing, Salesforce.com, Trade Shows, B2B Marketing, Business Development, Cold Calling, Mobile Marketing, Web Analytics, SEM, Leadership, Web Marketing, Website Development, Digital Marketing
Education
Miami University 1994 — 1997
BS, Psychology
Ft. Devens, MA - Military Intelligence/Cryptology 1988 — 1994
Certified - Top Secret Clearance, Naval Intelligence, PO2
RedTruckSEO March 2013 - Present
ETO DOORS January 2012 - April 2013
Electronic Settlements, Inc April 2012 - March 2013
Protaxcare April 2008 - November 2011
Four Kings Entertainment 2005 - 2008
GuardianCam, Inc. 2002 - 2005
Morgan Stanley 2000 - 2002
United States Navy 1989 - 1994
Skills
Sales Management, Market Planning, Strategic Planning, Start-ups, Management, Marketing, Entrepreneurship, Sales, Team Leadership, Online Marketing, Negotiation, Project Management, Sales Operations, New Business Development, Marketing Strategy, Customer Service, Social Media Marketing, Event Planning, Operations Management, Advertising, Direct Sales, Sales Process, Account Management, B2B, Lead Generation, Team Building, Customer Retention, Budgets, Online Advertising, Merchandising, SEO, Email Marketing, Marketing Management, Selling, Direct Marketing, Strategic Partnerships, PPC, Product Marketing, Salesforce.com, Trade Shows, B2B Marketing, Business Development, Cold Calling, Mobile Marketing, Web Analytics, SEM, Leadership, Web Marketing, Website Development, Digital Marketing
Education
Miami University 1994 — 1997
BS, Psychology
Ft. Devens, MA - Military Intelligence/Cryptology 1988 — 1994
Certified - Top Secret Clearance, Naval Intelligence, PO2
Stephen Capitanelli Stephen Capitanelli's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Onex May 2014 - August 2014
Convergent Capital Partners May 2013 - August 2013
Ballast Point Ventures May 2012 - August 2012
Education
McGill University 2012 — 2015
Bachelor of Commerce (B.Com.), Finance, 3.93/4.00
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Commerce (BCom), Capital Markets, Derivatives, Venture Capital
Morgan Stanley June 2015 - Present
Onex May 2014 - August 2014
Convergent Capital Partners May 2013 - August 2013
Ballast Point Ventures May 2012 - August 2012
Education
McGill University 2012 — 2015
Bachelor of Commerce (B.Com.), Finance, 3.93/4.00
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Commerce (BCom), Capital Markets, Derivatives, Venture Capital
Angie Ammon's Morgan Stanley Experience May 2003 - January 2005
Job Account Executive at Visa
Industry Banking
Experience
Visa January 2015 - Present
Vantiv July 2010 - January 2015
Fifth Third Processing Solutions December 2008 - October 2010
Fifth Third Bank Processing Solutions January 2007 - December 2008
Fifth Third Bank August 2005 - January 2007
Morgan Stanley May 2003 - January 2005
Skills
Merchant Services, Payment Card Processing, Electronic Payments, Credit Cards, Payments, Finance, Transaction Processing, Credit, Debit Cards, Mobile Payments, Payment Gateways, E-commerce, ACH, E-payments, Relationship Management, Payment Systems
Education
Miami University 1999 — 2003
Finance, Minor in International Business
Notre Dame Academy
St Agnes
Visa January 2015 - Present
Vantiv July 2010 - January 2015
Fifth Third Processing Solutions December 2008 - October 2010
Fifth Third Bank Processing Solutions January 2007 - December 2008
Fifth Third Bank August 2005 - January 2007
Morgan Stanley May 2003 - January 2005
Skills
Merchant Services, Payment Card Processing, Electronic Payments, Credit Cards, Payments, Finance, Transaction Processing, Credit, Debit Cards, Mobile Payments, Payment Gateways, E-commerce, ACH, E-payments, Relationship Management, Payment Systems
Education
Miami University 1999 — 2003
Finance, Minor in International Business
Notre Dame Academy
St Agnes
Veronica Hill's Morgan Stanley Experience September 1999 - February 2005
Job Case Management and Relationship Development at AFG Brokerage
Industry Insurance
Experience
AFG Brokerage June 2014 - Present
National Financial Partners The Hebets Company November 2013 - May 2014
Brokers Alliance, Inc. February 2005 - October 2013
Brokers Alliance February 2005 - January 2012
Morgan Stanley September 1999 - February 2005
TBA Entertainment September 1997 - September 1999
Bistro in Highwood 1995 - 1996
Skills
Term Life Insurance, Life Insurance, Underwriting, Whole Life, Retirement, Fixed Annuities, Disability Insurance, Long-term Care, Retirement Planning, Sales, Commercial Insurance, Medicare, Financial Services, Casualty, Critical Illness, Relationship Management, Property & Casualty..., General Insurance, Strategic Financial..., Liability, Umbrella Insurance, 401k, Financial Risk, Financial Planning
Education
University of Phoenix 2003 — 2004
Business Management
Mesa Community College 1998 — 1999
Education
Scottsdale Community College 1997 — 1998
General
Rolling Meadows High School 1984 — 1988
AFG Brokerage June 2014 - Present
National Financial Partners The Hebets Company November 2013 - May 2014
Brokers Alliance, Inc. February 2005 - October 2013
Brokers Alliance February 2005 - January 2012
Morgan Stanley September 1999 - February 2005
TBA Entertainment September 1997 - September 1999
Bistro in Highwood 1995 - 1996
Skills
Term Life Insurance, Life Insurance, Underwriting, Whole Life, Retirement, Fixed Annuities, Disability Insurance, Long-term Care, Retirement Planning, Sales, Commercial Insurance, Medicare, Financial Services, Casualty, Critical Illness, Relationship Management, Property & Casualty..., General Insurance, Strategic Financial..., Liability, Umbrella Insurance, 401k, Financial Risk, Financial Planning
Education
University of Phoenix 2003 — 2004
Business Management
Mesa Community College 1998 — 1999
Education
Scottsdale Community College 1997 — 1998
General
Rolling Meadows High School 1984 — 1988
Michelle Hudgins Michelle Hudgins's Morgan Stanley Experience September 2008 - May 2013
Job Regional Controller at Invitation Homes
Industry Financial Services
Experience
Fairlead Commercial Real Estate August 2015 - Present
Cohn Reznick January 2015 - June 2015
Invitation Homes May 2013 - November 2014
Morgan Stanley September 2008 - May 2013
Genesis Designer Homes 2004 - 2006
Lazard Dana Curlee & Arkin LLP 2002 - 2004
Lazard Dana Curlee & Arkin LLP 2002 - 2004
BDO USA, LLP 1998 - 2001
Cohn Reznick 1996 - 1998
Cohn Reznick 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, US GAAP, Financial Accounting, Financial Statements, Mergers & Acquisitions, Management, Due Diligence, Finance, Budgets, Cash Flow, Corporate Finance, Financial Modeling, Accounts Payable
Education
Mercer University 1990 — 1994
BBA, Accounting
Westbrook High School 1987 — 1990
Fairlead Commercial Real Estate August 2015 - Present
Cohn Reznick January 2015 - June 2015
Invitation Homes May 2013 - November 2014
Morgan Stanley September 2008 - May 2013
Genesis Designer Homes 2004 - 2006
Lazard Dana Curlee & Arkin LLP 2002 - 2004
Lazard Dana Curlee & Arkin LLP 2002 - 2004
BDO USA, LLP 1998 - 2001
Cohn Reznick 1996 - 1998
Cohn Reznick 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, US GAAP, Financial Accounting, Financial Statements, Mergers & Acquisitions, Management, Due Diligence, Finance, Budgets, Cash Flow, Corporate Finance, Financial Modeling, Accounts Payable
Education
Mercer University 1990 — 1994
BBA, Accounting
Westbrook High School 1987 — 1990
Tee McCabe Tee McCabe's Morgan Stanley Experience February 2012 - December 2013
Job TPA GOLF President
Industry Financial Services
Experience
TPA GOLF January 2014 - Present
Morgan Stanley February 2012 - December 2013
Merrill Lynch January 2010 - February 2012
PGA Tour Inc. January 2007 - November 2009
Skills
Golf Club Design, 3D Printing, NX Unigraphics, SolidWorks, Rapid Prototyping, Keyshot, Photoshop, Illustrator, CAD, Golf, Hedge Funds, Private Equity, Estate Planning, Options, Stocks, Bonds
Education
Miami University 1995 — 1999
B.S., Finance and Accounting degree
TPA GOLF January 2014 - Present
Morgan Stanley February 2012 - December 2013
Merrill Lynch January 2010 - February 2012
PGA Tour Inc. January 2007 - November 2009
Skills
Golf Club Design, 3D Printing, NX Unigraphics, SolidWorks, Rapid Prototyping, Keyshot, Photoshop, Illustrator, CAD, Golf, Hedge Funds, Private Equity, Estate Planning, Options, Stocks, Bonds
Education
Miami University 1995 — 1999
B.S., Finance and Accounting degree
Christina Motz Tenhundfeld's Morgan Stanley Experience May 2009 - September 2012
Job Digital Marketing Specialist
Industry Marketing and Advertising
Experience
The E.W. Scripps Company August 2014 - Present
Co-Ed Supply September 2013 - July 2014
The Karen Wellington Memorial Foundation May 2013 - March 2014
Vantiv September 2012 - September 2013
Kneipp Farm January 2011 - December 2012
Morgan Stanley May 2009 - September 2012
UBS Financial Services February 2009 - May 2009
Lochmoor Stables January 2008 - August 2008
Bagel and Deli August 2005 - May 2008
Rheinland Farm March 2007 - August 2007
Skills
Marketing, Non-profits, Strategic Planning, Teamwork, Management, Social Networking, Relationship Management, iMovie, Photography, Event Planning, Account Management, Microsoft Office, Macintosh Applications, Salesforce.com, Social Media, Business Process..., Creative Problem Solving, CRM, Entrepreneurship, Sales, Time Management, Analysis, Proofreading, Coaching, Communication Skills, PowerPoint, Problem, Creative Solutions, Budgets, Business Planning, Marketing Strategy, Social Media Marketing, Leadership, Digital Marketing, Strategy, Marketing Communications, Advertising, Google Analytics, Business Development, Email Marketing, Facebook
Education
Miami University 2004 — 2008
Special Education, Entrepreneurship
Saint Ursula Academy
The E.W. Scripps Company August 2014 - Present
Co-Ed Supply September 2013 - July 2014
The Karen Wellington Memorial Foundation May 2013 - March 2014
Vantiv September 2012 - September 2013
Kneipp Farm January 2011 - December 2012
Morgan Stanley May 2009 - September 2012
UBS Financial Services February 2009 - May 2009
Lochmoor Stables January 2008 - August 2008
Bagel and Deli August 2005 - May 2008
Rheinland Farm March 2007 - August 2007
Skills
Marketing, Non-profits, Strategic Planning, Teamwork, Management, Social Networking, Relationship Management, iMovie, Photography, Event Planning, Account Management, Microsoft Office, Macintosh Applications, Salesforce.com, Social Media, Business Process..., Creative Problem Solving, CRM, Entrepreneurship, Sales, Time Management, Analysis, Proofreading, Coaching, Communication Skills, PowerPoint, Problem, Creative Solutions, Budgets, Business Planning, Marketing Strategy, Social Media Marketing, Leadership, Digital Marketing, Strategy, Marketing Communications, Advertising, Google Analytics, Business Development, Email Marketing, Facebook
Education
Miami University 2004 — 2008
Special Education, Entrepreneurship
Saint Ursula Academy
Sunil D'Souza Sunil D'Souza's Morgan Stanley Experience November 2009 - May 2014
Job Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - May 2014
Merrill Lynch May 2005 - February 2009
FTN Midwest Research 2003 - 2005
Skills
Equities, Investments, Series 7, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Portfolio Management, Series 63, Securities, Institutional Sales, Fixed Income, Hedge Funds, Alternative Investments, Trading
Education
Miami University 1998 — 2002
Finance/IT
Shaker Heights High School 1994 — 1998
Morgan Stanley November 2009 - May 2014
Merrill Lynch May 2005 - February 2009
FTN Midwest Research 2003 - 2005
Skills
Equities, Investments, Series 7, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Portfolio Management, Series 63, Securities, Institutional Sales, Fixed Income, Hedge Funds, Alternative Investments, Trading
Education
Miami University 1998 — 2002
Finance/IT
Shaker Heights High School 1994 — 1998
Kevin Tan Kevin Tan's Morgan Stanley Experience February 2012 - February 2014
Job IT Business Analyst / Python Developer at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch January 2015 - Present
BMO Financial Group February 2014 - January 2015
Morgan Stanley February 2012 - February 2014
Morgan Stanley April 2012 - July 2012
The Boston Consulting Group September 2008 - November 2008
Skills
Java, C++, Sybase Adaptive Server, Databases, Unix, Matlab, Rules Engines, Drools, XML, Eclipse, JavaScript, Linux, Algorithms, Perl, Software Development, Credit Analysis, Shell Scripting, Collateral, J2EE Application..., SQL, SDLC, Python, Spring Framework, Oracle, Sybase
Education
McMaster University 2009 — 2011
Master of Science, Electrical & Computer Engineering
Tsinghua University 2004 — 2008
Bachelor of Engineering, Electrical Engineering
High School Affilicated to Renmin University
Bank of America Merrill Lynch January 2015 - Present
BMO Financial Group February 2014 - January 2015
Morgan Stanley February 2012 - February 2014
Morgan Stanley April 2012 - July 2012
The Boston Consulting Group September 2008 - November 2008
Skills
Java, C++, Sybase Adaptive Server, Databases, Unix, Matlab, Rules Engines, Drools, XML, Eclipse, JavaScript, Linux, Algorithms, Perl, Software Development, Credit Analysis, Shell Scripting, Collateral, J2EE Application..., SQL, SDLC, Python, Spring Framework, Oracle, Sybase
Education
McMaster University 2009 — 2011
Master of Science, Electrical & Computer Engineering
Tsinghua University 2004 — 2008
Bachelor of Engineering, Electrical Engineering
High School Affilicated to Renmin University
Charles Hutchins Charles Hutchins's Morgan Stanley Experience February 2012 - Present
Job Marketing/Social Media Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Education
Salem International University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mercyhurst College 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Morgan Stanley February 2012 - Present
Education
Salem International University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mercyhurst College 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Robert Domanko Robert Domanko's Morgan Stanley Experience 2009 - 2012
Job HSBC Head of Institutional Equity Derivative Sales
Industry Banking
Experience
HSBC May 2012 - Present
Morgan Stanley 2009 - 2012
Merrill Lynch 2005 - 2009
Goldman Sachs 1999 - 2005
Skills
FX Options, Portfolio Management, Investments, Swaps, FINRA, Equity Trading, Financial Analysis, Commodity, Derivatives, Electronic Trading, Structured Products, Emerging Markets, Fixed Income, Investment Banking, Capital Markets, Equity Derivatives, Hedge Funds
Education
McGill University
HSBC May 2012 - Present
Morgan Stanley 2009 - 2012
Merrill Lynch 2005 - 2009
Goldman Sachs 1999 - 2005
Skills
FX Options, Portfolio Management, Investments, Swaps, FINRA, Equity Trading, Financial Analysis, Commodity, Derivatives, Electronic Trading, Structured Products, Emerging Markets, Fixed Income, Investment Banking, Capital Markets, Equity Derivatives, Hedge Funds
Education
McGill University
Pinny Tam, CISA/CRISC/CRMA's Morgan Stanley Experience 2014 - Present
Job VP Global Risk Governance Technology & Data at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2014 - Present
Tower Group Companies 2012 - 2014
BNP Paribas 2009 - 2012
Lehman Brothers 2007 - 2008
PricewaterhouseCoopers LLP 2000 - 2007
KPMG LLP 2000 - 2000
Skills
IT Audit, Risk, Audit, Risk Assessment, Compliance, Security, Security Audits, SDLC, Business Process, IT Risk, CISA, Operational Risk..., Enterprise Risk..., SOX, Internal Audit, Operational Risk, Risk Management, SAS70, Risk Mitigation, Internal Controls, IT Governance, Basel II, Sarbanes-Oxley Act, Auditing, IT Risk Management, Information Security, COSO, ITIL, IT Management, Financial Risk, Information Technology
Education
McMaster University
Master
The Chinese University of Hong Kong
Honors Bachelor
Morgan Stanley 2014 - Present
Tower Group Companies 2012 - 2014
BNP Paribas 2009 - 2012
Lehman Brothers 2007 - 2008
PricewaterhouseCoopers LLP 2000 - 2007
KPMG LLP 2000 - 2000
Skills
IT Audit, Risk, Audit, Risk Assessment, Compliance, Security, Security Audits, SDLC, Business Process, IT Risk, CISA, Operational Risk..., Enterprise Risk..., SOX, Internal Audit, Operational Risk, Risk Management, SAS70, Risk Mitigation, Internal Controls, IT Governance, Basel II, Sarbanes-Oxley Act, Auditing, IT Risk Management, Information Security, COSO, ITIL, IT Management, Financial Risk, Information Technology
Education
McMaster University
Master
The Chinese University of Hong Kong
Honors Bachelor
Helena Aldrich Helena Aldrich's Morgan Stanley Experience February 2007 - Present
Job Paralegal at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
MBIA 1985 - 1996
Skills
Capital Markets, Bloomberg, Derivatives, Bonds, Due Diligence, Equities, Fixed Income, Hedge Funds, Investment Banking, Securities, Structured Finance, Investments
Education
Mercy College
BS, Criminal Justice/Business Management
Morgan Stanley February 2007 - Present
MBIA 1985 - 1996
Skills
Capital Markets, Bloomberg, Derivatives, Bonds, Due Diligence, Equities, Fixed Income, Hedge Funds, Investment Banking, Securities, Structured Finance, Investments
Education
Mercy College
BS, Criminal Justice/Business Management
Tobi Atanda Tobi Atanda's Morgan Stanley Experience December 2014 - Present
Job IT Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2014 - Present
FDM Group April 2014 - November 2014
T-Mobile March 2013 - April 2014
New York State Assembly February 2012 - May 2012
ASIS&T March 2011 - May 2012
Vector Marketing June 2009 - August 2010
Skills
Access, Research, Microsoft Office, Data Analysis, Dreamweaver, PowerPoint, Customer Service, HTML, HTML + CSS, JavaScript, Visual Basic, C++, Unix, Windows, Photoshop, Excel, Analysis, Problem Solving, Problem Analysis, Attention To Detail, Advertising, brainstorming, Budgeting, Team Building, Teamwork, Calculations, Data Collection, Collaborative Working, Collaborative Planning, Communications Strategy, Editing, Fact Finding, Information Gathering, Issue Identification, Organizing, Troubleshooting, Demonstrations, Sales Operations, Business Analysis, ITIL v3 Foundations..., ITIL, SQL, MS Project, Visio, Finance, Presentations, Agile & Waterfall..., SDLC, Project Management, Microsoft Excel
Education
Villanova University 2012 — 2013
Certificate, IT Service Management
State University of New York at Albany 2008 — 2012
Bachelors, Information science and technology
Mercy College 2007 — 2007
Computer Science
Morgan Stanley December 2014 - Present
FDM Group April 2014 - November 2014
T-Mobile March 2013 - April 2014
New York State Assembly February 2012 - May 2012
ASIS&T March 2011 - May 2012
Vector Marketing June 2009 - August 2010
Skills
Access, Research, Microsoft Office, Data Analysis, Dreamweaver, PowerPoint, Customer Service, HTML, HTML + CSS, JavaScript, Visual Basic, C++, Unix, Windows, Photoshop, Excel, Analysis, Problem Solving, Problem Analysis, Attention To Detail, Advertising, brainstorming, Budgeting, Team Building, Teamwork, Calculations, Data Collection, Collaborative Working, Collaborative Planning, Communications Strategy, Editing, Fact Finding, Information Gathering, Issue Identification, Organizing, Troubleshooting, Demonstrations, Sales Operations, Business Analysis, ITIL v3 Foundations..., ITIL, SQL, MS Project, Visio, Finance, Presentations, Agile & Waterfall..., SDLC, Project Management, Microsoft Excel
Education
Villanova University 2012 — 2013
Certificate, IT Service Management
State University of New York at Albany 2008 — 2012
Bachelors, Information science and technology
Mercy College 2007 — 2007
Computer Science
Corbin Leggate Corbin Leggate's Morgan Stanley Experience December 2000 - October 2001
Job AVP, Global Resourcing Centre of Expertise at Manulife Financial
Industry Insurance
Experience
Manulife Financial January 2013 - Present
Manulife Financial August 2011 - December 2012
Manulife Financial August 2002 - July 2011
Morgan Stanley December 2000 - October 2001
Morgan Stanley January 2000 - November 2000
Morgan Stanley UK December 1997 - December 1999
Skills
Business Analysis, Management, Risk Management, Vendor Management, Project Management, Change Management, Investments, Process Improvement, Leadership, PMO, Sourcing, Procurement, global
Education
McMaster University 2009 — 2011
Associate's Certificate, Project Management
University of Toronto - Victoria University 1990 — 1995
B.A. - Honours, International Relations
Ecole de langue Francaise de Trois-Pistoles, University of Western
Master's Certificate, Project Management in progress
Manulife Financial January 2013 - Present
Manulife Financial August 2011 - December 2012
Manulife Financial August 2002 - July 2011
Morgan Stanley December 2000 - October 2001
Morgan Stanley January 2000 - November 2000
Morgan Stanley UK December 1997 - December 1999
Skills
Business Analysis, Management, Risk Management, Vendor Management, Project Management, Change Management, Investments, Process Improvement, Leadership, PMO, Sourcing, Procurement, global
Education
McMaster University 2009 — 2011
Associate's Certificate, Project Management
University of Toronto - Victoria University 1990 — 1995
B.A. - Honours, International Relations
Ecole de langue Francaise de Trois-Pistoles, University of Western
Master's Certificate, Project Management in progress
Eric Zaunscherb's Morgan Stanley Experience June 2012 - January 2014
Job Director, Research Metals & Mining Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2014 - Present
Morgan Stanley June 2012 - January 2014
PI Financial Corp. February 2011 - April 2012
Canaccord Genuity 2008 - November 2010
Haywood Securities 2007 - 2008
Raymond James Ltd. 2002 - 2006
Urangesellschaft 1980 - 1984
Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg
Education
McMaster University 1979 — 1984
B.Sc., Geology
Canaccord Genuity Inc. June 2014 - Present
Morgan Stanley June 2012 - January 2014
PI Financial Corp. February 2011 - April 2012
Canaccord Genuity 2008 - November 2010
Haywood Securities 2007 - 2008
Raymond James Ltd. 2002 - 2006
Urangesellschaft 1980 - 1984
Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg
Education
McMaster University 1979 — 1984
B.Sc., Geology
Anna Lopaciuch Wasim Anna Lopaciuch Wasim's Morgan Stanley Experience May 2007 - June 2010
Job Technology Recruiting / Talent Strategy / Talent Pipelining
Industry Investment Banking
Experience
Bridgewater Associates July 2010 - Present
Morgan Stanley May 2007 - June 2010
TEKsystems 2005 - 2007
RemX Financial Staffing 2004 - 2005
Boise Office Solutions 2002 - 2002
Skills
Talent Acquisition, Outsourcing, Talent Management, Human Resources, Technical Recruiting, Applicant Tracking..., Executive Search, Recruiting, SDLC, Business Analysis, Onboarding, Project Management, Sourcing, College Recruiting, Vendor Management, Program Management
Education
University of Southern California 1997 — 2001
Bachelor, International Relations
Mercy College
Master of Science, Organizational Leadership
Bridgewater Associates July 2010 - Present
Morgan Stanley May 2007 - June 2010
TEKsystems 2005 - 2007
RemX Financial Staffing 2004 - 2005
Boise Office Solutions 2002 - 2002
Skills
Talent Acquisition, Outsourcing, Talent Management, Human Resources, Technical Recruiting, Applicant Tracking..., Executive Search, Recruiting, SDLC, Business Analysis, Onboarding, Project Management, Sourcing, College Recruiting, Vendor Management, Program Management
Education
University of Southern California 1997 — 2001
Bachelor, International Relations
Mercy College
Master of Science, Organizational Leadership
Rakesh Jain's Morgan Stanley Experience June 1994 - May 1996
Job Managing Director at Star Mountain Capital
Industry Venture Capital & Private Equity
Experience
Star Mountain Capital, LLC October 2014 - Present
Green Brook Capital Management LLC March 2009 - September 2014
Stone Tower Equity Partners March 2007 - February 2009
Citigroup Private Equity and Mezzanine Partners March 2002 - March 2007
Goldman Sachs PIA / IFormation Group January 2000 - March 2002
Berenson Minella & Co. June 1996 - January 2000
Morgan Stanley June 1994 - May 1996
Skills
Equities, Asset Managment, Mergers, Financial Services, Mutual Funds, Mezzanine, Special Situations, LBO, Growth Capital, Private Placements, Buyouts, Capital Raising, Private Equity, Debt Restructuring, Leveraged Finance, Alternative Investments, High Yield, Financial Structuring, Hedge Funds, Structured Finance, Capital, Mergers & Acquisitions, Finance, Asset Management, Venture Capital, Investments
Education
McGill University 1990 — 1994
BCom
Appleby College 1985 — 1990
Star Mountain Capital, LLC October 2014 - Present
Green Brook Capital Management LLC March 2009 - September 2014
Stone Tower Equity Partners March 2007 - February 2009
Citigroup Private Equity and Mezzanine Partners March 2002 - March 2007
Goldman Sachs PIA / IFormation Group January 2000 - March 2002
Berenson Minella & Co. June 1996 - January 2000
Morgan Stanley June 1994 - May 1996
Skills
Equities, Asset Managment, Mergers, Financial Services, Mutual Funds, Mezzanine, Special Situations, LBO, Growth Capital, Private Placements, Buyouts, Capital Raising, Private Equity, Debt Restructuring, Leveraged Finance, Alternative Investments, High Yield, Financial Structuring, Hedge Funds, Structured Finance, Capital, Mergers & Acquisitions, Finance, Asset Management, Venture Capital, Investments
Education
McGill University 1990 — 1994
BCom
Appleby College 1985 — 1990
Althea Woolcock's Morgan Stanley Experience May 2006 - February 2007
Job In persuit of happiness
Industry Financial Services
Experience
Epoch Investment Partners, Inc. June 2014 - October 2014
Citi January 2013 - November 2013
Societe Generale Corporate & Investment Bank January 2011 - December 2011
Credit Agricole Corporate & Investment Bank September 2007 - December 2010
Deutsche Bank February 2007 - July 2007
Morgan Stanley May 2006 - February 2007
Citigroup May 2005 - May 2006
JP Morgan/Chase March 2005 - April 2005
Mellon January 2005 - February 2005
UBS October 2004 - November 2004
Skills
Trading Floor Assistant, Calendar Management, Expense Processing, Trading Floor, Administration, Outlook, Spreadsheets, Invoicing, Conferences, Administrative Support, Office Management, Excel, PowerPoint, Microsoft Office, Lotus Notes, Customer Service, Word, Access, Documentation, Scheduling, Coordination, Problem Solving, Event Planning, Negotiation, PeopleSoft, Time Management, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Interviews, Sourcing, Finance, Employee Relations, Recruiting, Confidentiality, Sales, Administrative...
Education
Mercy College 1995 — 1999
B.S, Criminal Justice & Psychology
Epoch Investment Partners, Inc. June 2014 - October 2014
Citi January 2013 - November 2013
Societe Generale Corporate & Investment Bank January 2011 - December 2011
Credit Agricole Corporate & Investment Bank September 2007 - December 2010
Deutsche Bank February 2007 - July 2007
Morgan Stanley May 2006 - February 2007
Citigroup May 2005 - May 2006
JP Morgan/Chase March 2005 - April 2005
Mellon January 2005 - February 2005
UBS October 2004 - November 2004
Skills
Trading Floor Assistant, Calendar Management, Expense Processing, Trading Floor, Administration, Outlook, Spreadsheets, Invoicing, Conferences, Administrative Support, Office Management, Excel, PowerPoint, Microsoft Office, Lotus Notes, Customer Service, Word, Access, Documentation, Scheduling, Coordination, Problem Solving, Event Planning, Negotiation, PeopleSoft, Time Management, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Interviews, Sourcing, Finance, Employee Relations, Recruiting, Confidentiality, Sales, Administrative...
Education
Mercy College 1995 — 1999
B.S, Criminal Justice & Psychology
Courtney Dietrich (Cole)'s Morgan Stanley Experience June 2004 - August 2004
Job Internal Auditor at Cliffs Natural Resources
Industry Mining & Metals
Experience
Cliffs Natural Resources July 2008 - October 2009
Protiviti July 2007 - June 2008
Protiviti July 2005 - June 2007
Morgan Stanley June 2004 - August 2004
Education
Miami University 2001 — 2005
Business Administration
Cliffs Natural Resources July 2008 - October 2009
Protiviti July 2007 - June 2008
Protiviti July 2005 - June 2007
Morgan Stanley June 2004 - August 2004
Education
Miami University 2001 — 2005
Business Administration
Joel P. Feldmann's Morgan Stanley Experience 2000 - 2002
Job Capital Markets Professional
Industry Investment Banking
Experience
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Anne Samachson's Morgan Stanley Experience 1995 - 2006
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Freelance Consultant May 2006 - Present
Tribeca Film Festival 2005 - Present
Morgan Stanley 1995 - 2006
Merrill Lynch 1991 - 1995
Skills
Marketing, Social Media, Advertising, Product Development, Marketing Communications, Editing, Public Relations, Copywriting, Digital Marketing, Social Media Marketing, Creative Direction, Email Marketing, Blogging, Integrated Marketing, Content Strategy, Digital Media, Copy Editing, New Media, Publishing, Social Networking
Education
The College of New Jersey 1987 — 1990
Thomas Edison State College 1987 — 1990
Bachelor of Arts
Mercer County Community College
Freelance Consultant May 2006 - Present
Tribeca Film Festival 2005 - Present
Morgan Stanley 1995 - 2006
Merrill Lynch 1991 - 1995
Skills
Marketing, Social Media, Advertising, Product Development, Marketing Communications, Editing, Public Relations, Copywriting, Digital Marketing, Social Media Marketing, Creative Direction, Email Marketing, Blogging, Integrated Marketing, Content Strategy, Digital Media, Copy Editing, New Media, Publishing, Social Networking
Education
The College of New Jersey 1987 — 1990
Thomas Edison State College 1987 — 1990
Bachelor of Arts
Mercer County Community College
Camille Mazzella's Morgan Stanley Experience 1994 - 1996
Job Luxury Goods & Jewelry Professional
Industry Luxury Goods & Jewelry
Experience
Roberto Coin Inc 2005 - 2007
Neiman Marcus 2002 - 2007
Deutsche Bank 1996 - 2000
Morgan Stanley 1994 - 1996
scandinavian Bank Group December 1988 - 1990
Skills
Fashion, Customer Service, Merchandising, Sales Management, Apparel, Jewelry, Sales, Luxury, Retail, Luxury Goods, Trend Analysis, Visual Merchandising, Watches, Store Management, Employee Benefits, Management, Wholesale, Inventory Management, Marketing Strategy
Education
Mercy College 1971 — 1975
Roberto Coin Inc 2005 - 2007
Neiman Marcus 2002 - 2007
Deutsche Bank 1996 - 2000
Morgan Stanley 1994 - 1996
scandinavian Bank Group December 1988 - 1990
Skills
Fashion, Customer Service, Merchandising, Sales Management, Apparel, Jewelry, Sales, Luxury, Retail, Luxury Goods, Trend Analysis, Visual Merchandising, Watches, Store Management, Employee Benefits, Management, Wholesale, Inventory Management, Marketing Strategy
Education
Mercy College 1971 — 1975
Edoardo Ribetti's Morgan Stanley Experience August 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
ubs April 2005 - August 2013
Skills
Portfolio Management, Equities, Investments, Series 7, Alternative Investments, Wealth Management, Trading, Asset Management
Education
Mercer University - Stetson School of Business and Economics 1993 — 1997
BA, Finance, Int'l Business and Spanish
Morgan Stanley August 2013 - Present
ubs April 2005 - August 2013
Skills
Portfolio Management, Equities, Investments, Series 7, Alternative Investments, Wealth Management, Trading, Asset Management
Education
Mercer University - Stetson School of Business and Economics 1993 — 1997
BA, Finance, Int'l Business and Spanish
Vijay Baxter's Morgan Stanley Experience April 2014 - Present
Job Wealth Management
Industry Banking
Experience
Morgan Stanley April 2014 - Present
Bank of America May 2013 - April 2014
BankUnited 2009 - June 2012
Wachovia April 2005 - July 2009
Wachovia Bank January 2003 - March 2007
Skills
Loans, Credit, Banking, Loan Origination, Mortgage Lending, Small Business Lending, Financial Risk, Commercial Lending, Finance, Investments, Financial Services, Residential Mortgages, Construction Loans, Cross Selling, FHA, Consumer Lending, Commercial Mortgages, Portfolio Management, Funding, Mortgage Banking, Fixed Annuities, Term Life Insurance, Whole Life, Savings, Commercial Banking, 215 Licensing, Series 7, Stocks, Bonds, Options Strategies, Series 66
Education
Miami Dade College 2004 — 2005
Associate of Arts (A.A.), Film/Cinema/Video Studies
Morgan Stanley April 2014 - Present
Bank of America May 2013 - April 2014
BankUnited 2009 - June 2012
Wachovia April 2005 - July 2009
Wachovia Bank January 2003 - March 2007
Skills
Loans, Credit, Banking, Loan Origination, Mortgage Lending, Small Business Lending, Financial Risk, Commercial Lending, Finance, Investments, Financial Services, Residential Mortgages, Construction Loans, Cross Selling, FHA, Consumer Lending, Commercial Mortgages, Portfolio Management, Funding, Mortgage Banking, Fixed Annuities, Term Life Insurance, Whole Life, Savings, Commercial Banking, 215 Licensing, Series 7, Stocks, Bonds, Options Strategies, Series 66
Education
Miami Dade College 2004 — 2005
Associate of Arts (A.A.), Film/Cinema/Video Studies
Dan Gifford's Morgan Stanley Experience June 2006 - Present
Job Executive Director at Morgan Stanley AIP
Industry Investment Management
Experience
Morgan Stanley June 2006 - Present
BNP/CooperNeff September 2001 - June 2006
PwC September 1992 - September 2001
Skills
Hedge Funds, Fund Of Funds, Due Diligence, Financial Analysis, Investment Management, Fund Administration, Valuation
Education
Messiah College 1988 — 1992
BS, Accounting
Morgan Stanley June 2006 - Present
BNP/CooperNeff September 2001 - June 2006
PwC September 1992 - September 2001
Skills
Hedge Funds, Fund Of Funds, Due Diligence, Financial Analysis, Investment Management, Fund Administration, Valuation
Education
Messiah College 1988 — 1992
BS, Accounting
Reidy Dubuque's Morgan Stanley Experience 2002 - 2004
Job SVP, Project Manager at Astor Capital Management
Industry Financial Services
Experience
Astor Capital Management 2010 - Present
ODL Securities Inc 2006 - 2009
Global Futures and Forex 2004 - 2006
Morgan Stanley 2002 - 2004
Skills
Finance, Sales, Equities, Training, Alternative Investments, FX Options, Trading, Financial Markets, Hedge Funds, Financial Analysis, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Management
Education
Northwestern University - Kellogg School of Management
MBA
Miami University
Bachelor of Science (B.S.), Finance, Communications, Psychology
Pingry School
Astor Capital Management 2010 - Present
ODL Securities Inc 2006 - 2009
Global Futures and Forex 2004 - 2006
Morgan Stanley 2002 - 2004
Skills
Finance, Sales, Equities, Training, Alternative Investments, FX Options, Trading, Financial Markets, Hedge Funds, Financial Analysis, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Management
Education
Northwestern University - Kellogg School of Management
MBA
Miami University
Bachelor of Science (B.S.), Finance, Communications, Psychology
Pingry School
Olivea Wright's Morgan Stanley Experience October 2006 - June 2010
Job Currently Unemployed
Industry Financial Services
Experience
Currently unemployed - looking for a job Communication/Project ManagerMorgan Stanley Smith BarneyJune 2010 - April 2014
Morgan Stanley October 2006 - June 2010
U.S. Trust March 2005 - October 2006
Skills
Alternative Investments, Series 7, Fixed Income, Series 63, Wealth Management, Securities, Asset Allocation, Asset Management, Mutual Funds, FINRA, Risk Management, Portfolio Management
Education
Mercy College 1998 — 2001
Bachelor's Degree, Business Administration/Finance, 3.8
Currently unemployed - looking for a job Communication/Project ManagerMorgan Stanley Smith BarneyJune 2010 - April 2014
Morgan Stanley October 2006 - June 2010
U.S. Trust March 2005 - October 2006
Skills
Alternative Investments, Series 7, Fixed Income, Series 63, Wealth Management, Securities, Asset Allocation, Asset Management, Mutual Funds, FINRA, Risk Management, Portfolio Management
Education
Mercy College 1998 — 2001
Bachelor's Degree, Business Administration/Finance, 3.8
Bergela Piram's Morgan Stanley Experience November 2002 - November 2005
Job Compliance Manager Marketing Communications Review at American Express
Industry Financial Services
Experience
American Express February 2013 - Present
Evolution Design LLC January 2011 - February 2013
Lord, Abbett & Co. LLC April 2008 - September 2010
Lord, Abbett & Co. LLC November 2005 - April 2008
Morgan Stanley November 2002 - November 2005
Robert A Becker December 2000 - March 2002
National Basketball Association June 1999 - August 2000
Skills
Business Development, Mutual Funds, Microsoft Office, Investments, FINRA, Risk Management, Outlook, Project Planning, Financial Analysis, 401k, Paralegals, Dedication to..., Compliance, SEC filings, Life Coaching
Education
Metropolitan College of New York - School of Business 2009 — 2010
MBA, Financial Services
New York University - Leonard N. Stern School of Business 1995 — 1999
BS, Marketing
American Express February 2013 - Present
Evolution Design LLC January 2011 - February 2013
Lord, Abbett & Co. LLC April 2008 - September 2010
Lord, Abbett & Co. LLC November 2005 - April 2008
Morgan Stanley November 2002 - November 2005
Robert A Becker December 2000 - March 2002
National Basketball Association June 1999 - August 2000
Skills
Business Development, Mutual Funds, Microsoft Office, Investments, FINRA, Risk Management, Outlook, Project Planning, Financial Analysis, 401k, Paralegals, Dedication to..., Compliance, SEC filings, Life Coaching
Education
Metropolitan College of New York - School of Business 2009 — 2010
MBA, Financial Services
New York University - Leonard N. Stern School of Business 1995 — 1999
BS, Marketing
Robert Figueroa's Morgan Stanley Experience 2001 - 2007
Job Computer Technician at Maintech
Industry Computer Hardware
Experience
Maintech April 2009 - Present
Merrill Lynch 2009 - Present
Computer Network Solutions February 2008 - April 2009
Sun Microsystems July 2001 - December 2007
Morgan Stanley 2001 - 2007
Maintech January 1999 - July 2001
Decision One June 1987 - January 1999
Skills
Servers, HP, Computer Hardware
Education
Mercy College 1987 — 1990
City College 1977 — 1979
none, Academic
Netcom
Maintech April 2009 - Present
Merrill Lynch 2009 - Present
Computer Network Solutions February 2008 - April 2009
Sun Microsystems July 2001 - December 2007
Morgan Stanley 2001 - 2007
Maintech January 1999 - July 2001
Decision One June 1987 - January 1999
Skills
Servers, HP, Computer Hardware
Education
Mercy College 1987 — 1990
City College 1977 — 1979
none, Academic
Netcom
Rod Petersen's Morgan Stanley Experience 2004 - 2007
Job AVP Lending at Pinnacle Bank
Industry Financial Services
Experience
IngletBlair, LLC 2012 - Present
Pinnacle Bank January 2015 - Present
Home State Bank August 2011 - December 2014
Allonhill 2008 - January 2013
Glacier 2008 - 2009
Morgan Stanley 2004 - 2007
Clayton Holdings 2002 - 2007
Clayton 2002 - 2007
Skills
Loan Servicing, Loss Mitigation, Mortgage Lending, Due Diligence, Credit Analysis, Mortgage Banking, Loans, Credit, Credit Risk, Underwriting, Securitization, Residential Mortgages, Banking, Financial Risk, Mortgage Underwriting, Asset Management, Loan Origination, Portfolio Management, Mortgage Servicing, Valuation, Finance, Financial Analysis
Education
Metropolitan Community College 1995 — 1997
IngletBlair, LLC 2012 - Present
Pinnacle Bank January 2015 - Present
Home State Bank August 2011 - December 2014
Allonhill 2008 - January 2013
Glacier 2008 - 2009
Morgan Stanley 2004 - 2007
Clayton Holdings 2002 - 2007
Clayton 2002 - 2007
Skills
Loan Servicing, Loss Mitigation, Mortgage Lending, Due Diligence, Credit Analysis, Mortgage Banking, Loans, Credit, Credit Risk, Underwriting, Securitization, Residential Mortgages, Banking, Financial Risk, Mortgage Underwriting, Asset Management, Loan Origination, Portfolio Management, Mortgage Servicing, Valuation, Finance, Financial Analysis
Education
Metropolitan Community College 1995 — 1997
Nicholas Gleckman's Morgan Stanley Experience February 1986 - April 1989
Job Hedge Fund Consultant
Industry Financial Services
Experience
Arch Capital Management, Inc. December 1999 - Present
TUDOR INVESTMENT CORPORATION June 2009 - October 2011
Donaldson, Lufkin & Jenrette June 1995 - March 1997
SBC Warburg February 1995 - June 1995
Bankers Trust July 1989 - January 1995
Morgan Stanley February 1986 - April 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management
Education
McGill University 1981 — 1985
B Sci, Math & Computer Science
Lycee Francais de NY
Trinity School
Arch Capital Management, Inc. December 1999 - Present
TUDOR INVESTMENT CORPORATION June 2009 - October 2011
Donaldson, Lufkin & Jenrette June 1995 - March 1997
SBC Warburg February 1995 - June 1995
Bankers Trust July 1989 - January 1995
Morgan Stanley February 1986 - April 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management
Education
McGill University 1981 — 1985
B Sci, Math & Computer Science
Lycee Francais de NY
Trinity School
Maura Fronio's Morgan Stanley Experience April 2006 - January 2007
Job Assistant Vice President at Dreyfus
Industry Financial Services
Experience
THE DREYFUS CORPORATION February 2007 - July 2012
MORGAN STANLEY April 2006 - January 2007
SOTHEBY'S INTERNATIONAL REALTY July 2005 - April 2006
LUCKY CHICK April 2004 - June 2005
Skills
Mutual Funds, Marketing, Equities, Strategy, Investments, Product Management, Portfolio Management, Financial Services
Education
Mercy College
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION - MARKETING
THE DREYFUS CORPORATION February 2007 - July 2012
MORGAN STANLEY April 2006 - January 2007
SOTHEBY'S INTERNATIONAL REALTY July 2005 - April 2006
LUCKY CHICK April 2004 - June 2005
Skills
Mutual Funds, Marketing, Equities, Strategy, Investments, Product Management, Portfolio Management, Financial Services
Education
Mercy College
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION - MARKETING
Anthony Guevarez's Morgan Stanley Experience March 2000 - February 2004
Job TechSupport/Onboarding Millennium Partners
Industry Information Technology and Services
Experience
Millennium Partners June 2011 - Present
Level Global Investors August 2008 - April 2011
Pequot Capital November 2006 - June 2008
Siemens Business Services February 2004 - November 2006
Morgan Stanley March 2000 - February 2004
Skills
Hedge Funds, Trading Systems, XP, Equities, Fixed Income, Bloomberg
Education
Mercy College 2006 — 2009
Millennium Partners June 2011 - Present
Level Global Investors August 2008 - April 2011
Pequot Capital November 2006 - June 2008
Siemens Business Services February 2004 - November 2006
Morgan Stanley March 2000 - February 2004
Skills
Hedge Funds, Trading Systems, XP, Equities, Fixed Income, Bloomberg
Education
Mercy College 2006 — 2009
Brian Wolnik's Morgan Stanley Experience July 1997 - Present
Job Loan Officer/Processer for PHH Mortgage
Industry Banking
Experience
Morgan Stanley July 1997 - Present
NationsCredit April 1994 - July 1997
Skills
Customer Relations, Banking, Loans, Credit, Refinance, Credit Risk, Mortgage, Customer Service, Underwriting, Finance, Credit Analysis, Loan Origination, Mortgage Lending, Financial Services, Risk Management, Management, Mortgage Banking, Residential Mortgages, Financial Risk
Education
McHenry County College 2008 — 2008
Business
Naperville Central
Morgan Stanley July 1997 - Present
NationsCredit April 1994 - July 1997
Skills
Customer Relations, Banking, Loans, Credit, Refinance, Credit Risk, Mortgage, Customer Service, Underwriting, Finance, Credit Analysis, Loan Origination, Mortgage Lending, Financial Services, Risk Management, Management, Mortgage Banking, Residential Mortgages, Financial Risk
Education
McHenry County College 2008 — 2008
Business
Naperville Central
Andrew Posen's Morgan Stanley Experience December 2006 - April 2009
Job Senior Director Investor Relations at Tremor Video
Industry Internet
Experience
Tremor Video January 2014 - Present
AppNexus December 2012 - October 2013
FXall March 2012 - November 2012
Evercore Partners April 2009 - March 2012
Morgan Stanley December 2006 - April 2009
Morgan Stanley March 2005 - December 2006
Morgan Stanley March 2002 - March 2005
Morgan Stanley February 2000 - March 2002
Morgan Stanley January 1999 - February 2000
KPMG Peat Marwick May 1997 - January 1999
Skills
Management Consulting, Competitive Analysis, Due Diligence, Business Strategy, Securities, Financial Modeling, Strategy, Strategic Planning, Investments, Investor Relations, Equities, Mergers & Acquisitions, Finance, Executive Management, Financial Services
Education
The University of British Columbia 1989 — 1992
Masters in Health Administration
McMaster University 1985 — 1989
BA, Political Science
Tremor Video January 2014 - Present
AppNexus December 2012 - October 2013
FXall March 2012 - November 2012
Evercore Partners April 2009 - March 2012
Morgan Stanley December 2006 - April 2009
Morgan Stanley March 2005 - December 2006
Morgan Stanley March 2002 - March 2005
Morgan Stanley February 2000 - March 2002
Morgan Stanley January 1999 - February 2000
KPMG Peat Marwick May 1997 - January 1999
Skills
Management Consulting, Competitive Analysis, Due Diligence, Business Strategy, Securities, Financial Modeling, Strategy, Strategic Planning, Investments, Investor Relations, Equities, Mergers & Acquisitions, Finance, Executive Management, Financial Services
Education
The University of British Columbia 1989 — 1992
Masters in Health Administration
McMaster University 1985 — 1989
BA, Political Science
Elizabeth Stiff's Morgan Stanley Experience November 1989 - Present
Job Registered Marketing Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 1989 - Present
Skills
Series 7, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Securities, FINRA, Equities, Investment Strategies
Education
Meredith College 1983 — 1987
Bachelor's degree, Fine Arts and Journalism
Meredith College
Morgan Stanley November 1989 - Present
Skills
Series 7, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Securities, FINRA, Equities, Investment Strategies
Education
Meredith College 1983 — 1987
Bachelor's degree, Fine Arts and Journalism
Meredith College
Michelle Derkowski's Morgan Stanley Experience December 2008 - Present
Job Business Professional
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
MS 2008 - 2009
Education
Methodist University 1988 — 1992
Bachelors, Sociolgy / Social Work
Morgan Stanley December 2008 - Present
MS 2008 - 2009
Education
Methodist University 1988 — 1992
Bachelors, Sociolgy / Social Work
Alex Kogos's Morgan Stanley Experience 2014 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2014 - Present
Deutsche Bank Securities 2007 - 2014
Morgan Stanley 1999 - 2007
JP Morgan 1997 - 1999
Deloitte Consulting 1995 - 1997
Skills
Derivatives, Investment Banking, Fixed Income, Equities, Swaps, Equity Derivatives, Prime Brokerage, Capital Markets, Hedge Funds, Portfolio Management, Middle Office, Financial Services
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
Mendeleyev University of Chemical Technology of Russia 1983 — 1987
Ph.D., Materials Science
Morgan Stanley 2014 - Present
Deutsche Bank Securities 2007 - 2014
Morgan Stanley 1999 - 2007
JP Morgan 1997 - 1999
Deloitte Consulting 1995 - 1997
Skills
Derivatives, Investment Banking, Fixed Income, Equities, Swaps, Equity Derivatives, Prime Brokerage, Capital Markets, Hedge Funds, Portfolio Management, Middle Office, Financial Services
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
Mendeleyev University of Chemical Technology of Russia 1983 — 1987
Ph.D., Materials Science
April Ko, RN's Morgan Stanley Experience June 2008 - August 2008
Job Recent ABSN Graduate of MGH IHP
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital January 2014 - August 2014
Sokolove Law LLC September 2009 - December 2013
Morgan Stanley June 2008 - August 2008
Zweig White 2006 - 2007
Education
MGH Institute of Health Professions 2014 — 2015
New York University 2005 — 2009
B.A./B.S., Economics, Business Studies, Overall: 3.72, Major: 3.92
Brigham and Women's Hospital January 2014 - August 2014
Sokolove Law LLC September 2009 - December 2013
Morgan Stanley June 2008 - August 2008
Zweig White 2006 - 2007
Education
MGH Institute of Health Professions 2014 — 2015
New York University 2005 — 2009
B.A./B.S., Economics, Business Studies, Overall: 3.72, Major: 3.92
Gregg Cortese's Morgan Stanley Experience June 2010 - March 2012
Job Director Risk Management Fixed Income Technology
Industry Financial Services
Experience
Bank of America September 2013 - Present
AIG March 2012 - August 2013
Morgan Stanley June 2010 - March 2012
Cowen and Company 2006 - 2010
Merrill Lynch 1996 - 2006
Skills
Enterprise Risk..., IT Audit, Operational Risk, Risk Management, Financial Services, Operational Risk..., Internal Audit, Regulatory Projects, Financial Risk, Vendor Audit, Fixed Income, Sarbanes-Oxley Act, Capital Markets, AML, Asset Management, Auditing, Finance, Financial Markets, Hedge Funds, Information Technology, Internal Controls, Investment Banking, Management, PMO, Program Management, Vendor Management
Education
Mercy College
BS, Business Finance / Information Technology
Bank of America September 2013 - Present
AIG March 2012 - August 2013
Morgan Stanley June 2010 - March 2012
Cowen and Company 2006 - 2010
Merrill Lynch 1996 - 2006
Skills
Enterprise Risk..., IT Audit, Operational Risk, Risk Management, Financial Services, Operational Risk..., Internal Audit, Regulatory Projects, Financial Risk, Vendor Audit, Fixed Income, Sarbanes-Oxley Act, Capital Markets, AML, Asset Management, Auditing, Finance, Financial Markets, Hedge Funds, Information Technology, Internal Controls, Investment Banking, Management, PMO, Program Management, Vendor Management
Education
Mercy College
BS, Business Finance / Information Technology
Claudette Stephen's Morgan Stanley Experience January 2001 - May 2008
Job Client Service Administrative Manager at Windham Brannon
Industry Accounting
Experience
Windham Brannon June 2008 - Present
Morgan Stanley January 2001 - May 2008
Morgan Stanley June 1988 - December 2001
Skills
Tax, Accounting, Income Tax, Tax Preparation, Corporate Tax, QuickBooks
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Computer Science
Miami Dade College 1985 — 1987
Computer Science
Windham Brannon June 2008 - Present
Morgan Stanley January 2001 - May 2008
Morgan Stanley June 1988 - December 2001
Skills
Tax, Accounting, Income Tax, Tax Preparation, Corporate Tax, QuickBooks
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Computer Science
Miami Dade College 1985 — 1987
Computer Science
Richard Ziegenbalg's Morgan Stanley Experience June 2005 - October 2010
Job Managing Director Global Head of Front Office Supervision at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital October 2010 - Present
Ocean Blue 2006 - 2014
Ocean Blue 2006 - 2014
Morgan Stanley June 2005 - October 2010
UBS Investment Bank August 1995 - June 2005
Carlin Equities January 1995 - October 1995
Suppes Securities June 1994 - January 1995
Skills
Trading, Equities, Fixed Income, Hedge Funds, Prime Brokerage, Capital Markets, FINRA, Series 7, Options, Financial Risk, Electronic Trading, Trading Systems, Securities, Derivatives, Equity Trading, Series 63, Alternative Investments, Equity Derivatives, Financial Markets, Middle Office, Bloomberg, Investment Banking, Bonds, Proprietary Trading, ETFs, Swaps, Series 24, Operational Risk..., Supervision, Risk and Control, Surveillance
Education
Mercy College 2000 — 2002
Masters, Investments and Securities
Seton Hall University 1991 — 1992
BA, English Language and Literature/Letters
Barclays Capital October 2010 - Present
Ocean Blue 2006 - 2014
Ocean Blue 2006 - 2014
Morgan Stanley June 2005 - October 2010
UBS Investment Bank August 1995 - June 2005
Carlin Equities January 1995 - October 1995
Suppes Securities June 1994 - January 1995
Skills
Trading, Equities, Fixed Income, Hedge Funds, Prime Brokerage, Capital Markets, FINRA, Series 7, Options, Financial Risk, Electronic Trading, Trading Systems, Securities, Derivatives, Equity Trading, Series 63, Alternative Investments, Equity Derivatives, Financial Markets, Middle Office, Bloomberg, Investment Banking, Bonds, Proprietary Trading, ETFs, Swaps, Series 24, Operational Risk..., Supervision, Risk and Control, Surveillance
Education
Mercy College 2000 — 2002
Masters, Investments and Securities
Seton Hall University 1991 — 1992
BA, English Language and Literature/Letters
Theresa (Boyd) Williamson's Morgan Stanley Experience April 2004 - August 2009
Job Investor Relations
Industry Financial Services
Experience
Global Infrastructure Partners November 2009 - Present
Morgan Stanley April 2004 - August 2009
Pareto Partners January 2001 - February 2004
Retail Associates August 1998 - November 1999
Skills
Event Planning, Strategic Planning, Executive Support, Project Management, Public Relations, Event Management, Management, Outlook, Marketing, Program Management, Budgets, Leadership, Marketing Communications, New Business Development, Microsoft Excel
Education
Mercy College 2014 — 2016
MS, Organizational Leadership
Mercy College 1997 — 2008
BS, Behavioral Science
Global Infrastructure Partners November 2009 - Present
Morgan Stanley April 2004 - August 2009
Pareto Partners January 2001 - February 2004
Retail Associates August 1998 - November 1999
Skills
Event Planning, Strategic Planning, Executive Support, Project Management, Public Relations, Event Management, Management, Outlook, Marketing, Program Management, Budgets, Leadership, Marketing Communications, New Business Development, Microsoft Excel
Education
Mercy College 2014 — 2016
MS, Organizational Leadership
Mercy College 1997 — 2008
BS, Behavioral Science
Michael Ethington's Morgan Stanley Experience October 2007 - February 2009
Job Regional Sales Manager at Sevocity
Industry Information Technology and Services
Experience
Sevocity April 2013 - Present
EHR Concepts April 2012 - April 2013
Nicholas Financial Inc. March 2010 - April 2012
Morgan Stanley October 2007 - February 2009
Fremont Investments & Loans 2003 - 2007
AIG July 2001 - June 2003
Skills
Team Building, Customer Service, Sales, Sales Management, Sales Process, Salesforce.com, Discover.org, Allscripts, Staffing Services, Product Demonstration, Networking, Building Relationships, Business Relationship..., Training, Account Management, Strategic Planning, EHR, Enterprise Software, Microsoft Excel, Public Speaking, EMR, Microsoft Office, HL7, Health Information..., Healthcare, Healthcare Information..., HIPAA, Software Documentation, Process Improvement, Practice Management, Informatics, Software Implementation, Cerner, Leadership, Medical Technology, Healthcare Consulting, CPOE, Epic Systems, Healthcare Management, Hospitals, Clinical Research, Healthcare Industry, Meditech, Management, Consulting, Access, Documentation, Troubleshooting, Integration
Education
McKendree College 1999 — 2001
Communication, Business, Management, Marketing, and Related Support Services, 3.3
Sevocity April 2013 - Present
EHR Concepts April 2012 - April 2013
Nicholas Financial Inc. March 2010 - April 2012
Morgan Stanley October 2007 - February 2009
Fremont Investments & Loans 2003 - 2007
AIG July 2001 - June 2003
Skills
Team Building, Customer Service, Sales, Sales Management, Sales Process, Salesforce.com, Discover.org, Allscripts, Staffing Services, Product Demonstration, Networking, Building Relationships, Business Relationship..., Training, Account Management, Strategic Planning, EHR, Enterprise Software, Microsoft Excel, Public Speaking, EMR, Microsoft Office, HL7, Health Information..., Healthcare, Healthcare Information..., HIPAA, Software Documentation, Process Improvement, Practice Management, Informatics, Software Implementation, Cerner, Leadership, Medical Technology, Healthcare Consulting, CPOE, Epic Systems, Healthcare Management, Hospitals, Clinical Research, Healthcare Industry, Meditech, Management, Consulting, Access, Documentation, Troubleshooting, Integration
Education
McKendree College 1999 — 2001
Communication, Business, Management, Marketing, and Related Support Services, 3.3
Brian Ragen's Morgan Stanley Experience September 2005 - December 2007
Job Registered Principal Home Office OSJ at Triad Advisors
Industry Financial Services
Experience
Triad Advisors October 2012 - Present
MidSouth Capital Inc January 2008 - May 2012
Morgan Stanley September 2005 - December 2007
North Coast Securities Inc July 2004 - September 2005
Leadership Financial Corp March 2003 - December 2004
First Allied Securities Inc May 2000 - July 2002
Skills
FINRA Series..., Regulatory Compliance, Asset Management, Securities, Wealth Management, Equities, Investments, Series 7, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income
Education
Marist School, Atlanta GA
Mercer University
Triad Advisors October 2012 - Present
MidSouth Capital Inc January 2008 - May 2012
Morgan Stanley September 2005 - December 2007
North Coast Securities Inc July 2004 - September 2005
Leadership Financial Corp March 2003 - December 2004
First Allied Securities Inc May 2000 - July 2002
Skills
FINRA Series..., Regulatory Compliance, Asset Management, Securities, Wealth Management, Equities, Investments, Series 7, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income
Education
Marist School, Atlanta GA
Mercer University
Andrew Barag, CFP®, CRPC®'s Morgan Stanley Experience May 2012 - January 2015
Job Client Relationship Specialist at Capital Group
Industry Financial Services
Experience
Capital Group January 2015 - Present
Morgan Stanley May 2012 - January 2015
Waddell & Reed August 2009 - May 2012
iStar Financial May 2007 - August 2008
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance
Gould Institute
Florence, Italy
Capital Group January 2015 - Present
Morgan Stanley May 2012 - January 2015
Waddell & Reed August 2009 - May 2012
iStar Financial May 2007 - August 2008
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance
Gould Institute
Florence, Italy
Peter Angle, CFP®'s Morgan Stanley Experience March 2004 - June 2005
Job Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Fidelity Investments August 2005 - September 2011
Morgan Stanley March 2004 - June 2005
Education
Merrimack College
BS, Finance
Merrimack College
Advanced Studies in Financial Planning
UBS September 2011 - Present
Fidelity Investments August 2005 - September 2011
Morgan Stanley March 2004 - June 2005
Education
Merrimack College
BS, Finance
Merrimack College
Advanced Studies in Financial Planning
Nick Barghout's Morgan Stanley Experience June 2004 - May 2006
Job Level 2 IT Desktop Support at Pernod Ricard
Industry Information Technology and Services
Experience
Pernod Ricard USA July 2007 - Present
Morgan Stanley June 2004 - May 2006
Skills
Technical Support, Active Directory, Windows Server, Blackberry Enterprise..., Norton Ghost, SharePoint, BMC Remedy, Project Management, Networking, Laptops, Dell Computers, Windows 7, Disaster Recovery, Microsoft Office, Information Technology, Customer Service, Computer Hardware, JD Edwards, Cisco Call Manager, HP, Vendor Management, Polycom Video..., ITIL v3 Foundations..., Symantec Backup, iOS, Ghost Imaging, Cisco VoIP, Customer Support, Batch Programming, Firewalls, Apple OS, HTML, Training, Employee Training, Business Analysis, IT Strategy, Routers, Cisco Routers, Customer Satisfaction, Computer Repair, Computer Science, Computer Security, Wireless Networking, watchout server, Mobile Devices, Java, Business Strategy, Business Intelligence, Strategy, Management
Education
Mercy College 2002 — 2006
Bachelor of Science (BS) of Computer Science, Information Technology
Pernod Ricard USA July 2007 - Present
Morgan Stanley June 2004 - May 2006
Skills
Technical Support, Active Directory, Windows Server, Blackberry Enterprise..., Norton Ghost, SharePoint, BMC Remedy, Project Management, Networking, Laptops, Dell Computers, Windows 7, Disaster Recovery, Microsoft Office, Information Technology, Customer Service, Computer Hardware, JD Edwards, Cisco Call Manager, HP, Vendor Management, Polycom Video..., ITIL v3 Foundations..., Symantec Backup, iOS, Ghost Imaging, Cisco VoIP, Customer Support, Batch Programming, Firewalls, Apple OS, HTML, Training, Employee Training, Business Analysis, IT Strategy, Routers, Cisco Routers, Customer Satisfaction, Computer Repair, Computer Science, Computer Security, Wireless Networking, watchout server, Mobile Devices, Java, Business Strategy, Business Intelligence, Strategy, Management
Education
Mercy College 2002 — 2006
Bachelor of Science (BS) of Computer Science, Information Technology
Daniel Kurzweil's Morgan Stanley Experience 2003 - 2006
Job Senior Business Analyst
Industry Financial Services
Experience
Global Resources, LLC June 2015 - Present
Universal Florida Benefits October 2011 - Present
QLotus February 2009 - Present
Eagles of Hope 2006 - Present
Tree of Life Bible August 2011 - May 2015
CareVantage Health Plan October 2010 - December 2012
Aflac 2009 - December 2012
Field of Dreams Sports Memorabilia 2003 - 2007
Morgan Stanley 2003 - 2006
Skills
Small Business, Health Insurance, Underwriting, Investments, Insurance, Team Building, Life Insurance, Retirement Planning, Financial Analysis, Risk Management, New Business Development, Wealth Management, Strategic Planning, Non-profits, Religious Organizations, Bible, Fundraising, Business Development, Employee Benefits, Leadership, Management, Business Strategy, Negotiation, Entrepreneurship, Sales, Leadership Development, Public Speaking, Nonprofits, Marketing, Business Planning, Finance, Start-ups, Training, Project Planning, Budgets, Forecasting, Executive Management, Long-term Care, Real Estate, Coaching, Disability Insurance, Mergers & Acquisitions, Whole Life, Sales Management, Term Life Insurance, Long Term Care Insurance, Medicare, Securities
Education
Miami Dade College 1999 — 2001
Associate's degree, Business Administration and Management, General
Miami Beach Senior High School 1982 — 1985
Global Resources, LLC June 2015 - Present
Universal Florida Benefits October 2011 - Present
QLotus February 2009 - Present
Eagles of Hope 2006 - Present
Tree of Life Bible August 2011 - May 2015
CareVantage Health Plan October 2010 - December 2012
Aflac 2009 - December 2012
Field of Dreams Sports Memorabilia 2003 - 2007
Morgan Stanley 2003 - 2006
Skills
Small Business, Health Insurance, Underwriting, Investments, Insurance, Team Building, Life Insurance, Retirement Planning, Financial Analysis, Risk Management, New Business Development, Wealth Management, Strategic Planning, Non-profits, Religious Organizations, Bible, Fundraising, Business Development, Employee Benefits, Leadership, Management, Business Strategy, Negotiation, Entrepreneurship, Sales, Leadership Development, Public Speaking, Nonprofits, Marketing, Business Planning, Finance, Start-ups, Training, Project Planning, Budgets, Forecasting, Executive Management, Long-term Care, Real Estate, Coaching, Disability Insurance, Mergers & Acquisitions, Whole Life, Sales Management, Term Life Insurance, Long Term Care Insurance, Medicare, Securities
Education
Miami Dade College 1999 — 2001
Associate's degree, Business Administration and Management, General
Miami Beach Senior High School 1982 — 1985
Jacqueline Garner's Morgan Stanley Experience February 2001 - April 2005
Job Administrator
Industry Executive Office
Experience
MARTA (Metropolitan Atlanta Rapid Transit Authority) 2013 - Present
Societe Generale March 2006 - December 2011
Memorial Sloan-Kettering Cancer Center April 2005 - October 2005
Morgan Stanley February 2001 - April 2005
Skills
Banking, Microsoft Excel, Risk Management, Investment Banking, Financial Markets, Microsoft Office, Administrative..., Corporate Finance, Bloomberg, Lotus Notes, Finance, Credit, Financial Analysis, Budgets, Management, PowerPoint
Education
Metropolitan College of New York 1999 — 2002
Bachelors of Professional Studies, Human Services, General
Aquinas High School
MARTA (Metropolitan Atlanta Rapid Transit Authority) 2013 - Present
Societe Generale March 2006 - December 2011
Memorial Sloan-Kettering Cancer Center April 2005 - October 2005
Morgan Stanley February 2001 - April 2005
Skills
Banking, Microsoft Excel, Risk Management, Investment Banking, Financial Markets, Microsoft Office, Administrative..., Corporate Finance, Bloomberg, Lotus Notes, Finance, Credit, Financial Analysis, Budgets, Management, PowerPoint
Education
Metropolitan College of New York 1999 — 2002
Bachelors of Professional Studies, Human Services, General
Aquinas High School
Aline Bertarelli's Morgan Stanley Experience 2011 - Present
Job Receptionist at Morgan Stanley
Industry Accounting
Experience
Investors Trust May 2011 - Present
Morgan Stanley 2011 - Present
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Teamwork, Concur, Spanish, English, Adobe Acrobat, Insurance, Access, Data Entry, Administrative...
Education
Miami Dade College 2007 — 2013
Associate of Arts (A.A.), Pre-Nursing Studies
Investors Trust May 2011 - Present
Morgan Stanley 2011 - Present
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Teamwork, Concur, Spanish, English, Adobe Acrobat, Insurance, Access, Data Entry, Administrative...
Education
Miami Dade College 2007 — 2013
Associate of Arts (A.A.), Pre-Nursing Studies
Tarek Wahab's Morgan Stanley Experience November 2008 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2008 - Present
Healthcare Information Technology Consulting Group 2007 - 2008
Flextronics 2005 - 2006
Education
McGill University 2001 — 2005
BS, Computer Science
Morgan Stanley November 2008 - Present
Healthcare Information Technology Consulting Group 2007 - 2008
Flextronics 2005 - 2006
Education
McGill University 2001 — 2005
BS, Computer Science
Christopher Trim's Morgan Stanley Experience July 1993 - Present
Job .
Industry Financial Services
Experience
Morgan Stanley July 1993 - Present
Education
Merrimack College
Morgan Stanley July 1993 - Present
Education
Merrimack College
Christopher Fiorino's Morgan Stanley Experience April 2011 - May 2013
Job Publisher Delivery Manager at Exponential
Industry Online Media
Experience
Exponential May 2013 - Present
Morgan Stanley April 2011 - May 2013
Northwestern Mutual May 2010 - April 2011
Fox and Fiorino CPA’s, P.A. January 2006 - April 2011
Lincoln Financial Group May 2009 - December 2009
Hayfields Country Club 2007 - 2009
Skills
Investments, Financial Analysis, Microsoft Office, Finance, Financial Modeling, Analysis, Leadership, Accounting, Financial Services, Portfolio Management, Financial Reporting, Microsoft Excel, Management, Strategic Financial..., Risk Management, Business Development, Digital Media, Online Advertising, Financial Planning
Education
Towson University 2008 — 2010
Bachelor of Science, Business - Finance
Methodist College 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Exponential May 2013 - Present
Morgan Stanley April 2011 - May 2013
Northwestern Mutual May 2010 - April 2011
Fox and Fiorino CPA’s, P.A. January 2006 - April 2011
Lincoln Financial Group May 2009 - December 2009
Hayfields Country Club 2007 - 2009
Skills
Investments, Financial Analysis, Microsoft Office, Finance, Financial Modeling, Analysis, Leadership, Accounting, Financial Services, Portfolio Management, Financial Reporting, Microsoft Excel, Management, Strategic Financial..., Risk Management, Business Development, Digital Media, Online Advertising, Financial Planning
Education
Towson University 2008 — 2010
Bachelor of Science, Business - Finance
Methodist College 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Michelle Flagg's Morgan Stanley Experience January 1997 - April 2007
Job IT Project Analayst / Senior Project Coordinator
Industry Information Technology and Services
Experience
Robert Half Technology February 2014 - June 2014
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies March 2008 - November 2013
Morgan Stanley January 1997 - April 2007
Skills
Project Management, Project Planning, Business Analysis, PMO, Project Coordination, Vendor Management
Education
Mercy College 2009 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
Robert Half Technology February 2014 - June 2014
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies March 2008 - November 2013
Morgan Stanley January 1997 - April 2007
Skills
Project Management, Project Planning, Business Analysis, PMO, Project Coordination, Vendor Management
Education
Mercy College 2009 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
Cesar Motta's Morgan Stanley Experience July 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Reval July 2012 - July 2013
Rutgers Business School February 2011 - May 2012
Johnson & Johnson June 2011 - January 2012
Skills
Fluent in Spanish, Microsoft Excel, Accounting, PowerPoint, SAP, Risk Management, Analysis, Leadership, Derivatives, Financial Risk, Finance, Trading, Valuation, Financial Analysis, FX Options, Bloomberg, Financial Modeling, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Bachelor's degree, Finance, 3.5
Mercer County Community College 2007 — 2009
Associate of Science (AS), Business Administration
Morgan Stanley July 2013 - Present
Reval July 2012 - July 2013
Rutgers Business School February 2011 - May 2012
Johnson & Johnson June 2011 - January 2012
Skills
Fluent in Spanish, Microsoft Excel, Accounting, PowerPoint, SAP, Risk Management, Analysis, Leadership, Derivatives, Financial Risk, Finance, Trading, Valuation, Financial Analysis, FX Options, Bloomberg, Financial Modeling, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Bachelor's degree, Finance, 3.5
Mercer County Community College 2007 — 2009
Associate of Science (AS), Business Administration
Satish Anjilvel's Morgan Stanley Experience 1998 - 2003
Job Senior Data Scientist at MaxPoint
Industry Research
Experience
MaxPoint July 2013 - Present
Duke Clinical Research Institute 2012 - June 2013
Goldman Sachs 2003 - 2011
Morgan Stanley 1998 - 2003
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Equity Derivatives, Data Mining, Data Analysis, Risk Analysis, Relational Databases, Quantitative Finance, R, Java, Matlab, APL, C, Quantitative Analytics
Education
NYU 1980 — 1984
Doctor of Philosophy (PhD), Mathematics
McGill University 1977 — 1980
Bachelor of Science (BSc), Mathematics
MaxPoint July 2013 - Present
Duke Clinical Research Institute 2012 - June 2013
Goldman Sachs 2003 - 2011
Morgan Stanley 1998 - 2003
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Equity Derivatives, Data Mining, Data Analysis, Risk Analysis, Relational Databases, Quantitative Finance, R, Java, Matlab, APL, C, Quantitative Analytics
Education
NYU 1980 — 1984
Doctor of Philosophy (PhD), Mathematics
McGill University 1977 — 1980
Bachelor of Science (BSc), Mathematics
Jay Hastings, CAIA's Morgan Stanley Experience May 2002 - December 2003
Job Investment Manager at Global Equity Hedge Fund
Industry Investment Management
Experience
Global Equity Hedge Fund April 2015 - Present
Collegiate Alternative Investments Summit (CAIS) September 2014 - Present
J.P. Morgan January 2005 - August 2006
J.P. Morgan December 2003 - January 2005
Morgan Stanley May 2002 - December 2003
Morgan Stanley May 2001 - September 2001
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Institutional..., Structured Investments, Fixed Income, Equities, Portable Alpha, Statistical Arbitrage, Risk Management, Risk Arbitrage, Endowment Funds, Private Equity, Venture Capital, Due Diligence, Options Strategies, Managed Funds, Long/Short Equity, Event Driven, Data Analysis, Derivatives, Mutual Funds, Wealth Management, Series 7, Investments, Options, Trading, Securities, Series 63, Valuation, Microsoft Excel, Financial Analysis, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2014 — 2015
Master of Science (MS), Finance, Investments, 3.8 /4.0 GPA
Merrimack College 2006 — 2008
Advanced Study in Financial Planning, Investments and Securities
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (BA), Economics
Global Equity Hedge Fund April 2015 - Present
Collegiate Alternative Investments Summit (CAIS) September 2014 - Present
J.P. Morgan January 2005 - August 2006
J.P. Morgan December 2003 - January 2005
Morgan Stanley May 2002 - December 2003
Morgan Stanley May 2001 - September 2001
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Institutional..., Structured Investments, Fixed Income, Equities, Portable Alpha, Statistical Arbitrage, Risk Management, Risk Arbitrage, Endowment Funds, Private Equity, Venture Capital, Due Diligence, Options Strategies, Managed Funds, Long/Short Equity, Event Driven, Data Analysis, Derivatives, Mutual Funds, Wealth Management, Series 7, Investments, Options, Trading, Securities, Series 63, Valuation, Microsoft Excel, Financial Analysis, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2014 — 2015
Master of Science (MS), Finance, Investments, 3.8 /4.0 GPA
Merrimack College 2006 — 2008
Advanced Study in Financial Planning, Investments and Securities
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (BA), Economics
Rana Muaddi's Morgan Stanley Experience August 2010 - Present
Job Software Engineer Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
McGill Tutorial Service - McGill University September 2006 - May 2010
Morgan Stanley May 2009 - August 2009
Ericsson June 2007 - December 2007
Opinion Search August 2006 - November 2006
Skills
Java, JSP, C++, C, SQL, C#, HTML, Perl, Sybase, Linux, JavaScript, Spring, Unix, Problem Solving, XML, Flex, Perforce, Software Engineering, Git, Eclipse, InstallShield, JIRA, Unix Shell Scripting, Test Automation, Spring Framework, Distributed Systems
Education
McGill University 2005 — 2010
Bachelor of Engineering, Computer
McGill University 2005 — 2010
Minor, Management
Morgan Stanley August 2010 - Present
McGill Tutorial Service - McGill University September 2006 - May 2010
Morgan Stanley May 2009 - August 2009
Ericsson June 2007 - December 2007
Opinion Search August 2006 - November 2006
Skills
Java, JSP, C++, C, SQL, C#, HTML, Perl, Sybase, Linux, JavaScript, Spring, Unix, Problem Solving, XML, Flex, Perforce, Software Engineering, Git, Eclipse, InstallShield, JIRA, Unix Shell Scripting, Test Automation, Spring Framework, Distributed Systems
Education
McGill University 2005 — 2010
Bachelor of Engineering, Computer
McGill University 2005 — 2010
Minor, Management
Kirthi Amudha's Morgan Stanley Experience July 2014 - November 2014
Job Sr. DB2 UDB DBA and SQL Server DBA
Industry Information Technology and Services
Experience
Amtex Systems November 2014 - Present
Morgan Stanley July 2014 - November 2014
IBM Global Business Services May 2009 - June 2014
Benecard PBM August 2008 - April 2009
Thrivent Financial August 2007 - July 2008
Snowflake Business Solutions July 2005 - July 2007
Skills
DB2, AIX, Unix, PL/SQL, Data Modeling, SQL, Data Warehousing, Linux, DPF, z/OS, HADR, CDC, IBM AIX, SQL Tuning, Database Design
Education
McNeese State University
McNeese State University
Masters, Engineering
Amtex Systems November 2014 - Present
Morgan Stanley July 2014 - November 2014
IBM Global Business Services May 2009 - June 2014
Benecard PBM August 2008 - April 2009
Thrivent Financial August 2007 - July 2008
Snowflake Business Solutions July 2005 - July 2007
Skills
DB2, AIX, Unix, PL/SQL, Data Modeling, SQL, Data Warehousing, Linux, DPF, z/OS, HADR, CDC, IBM AIX, SQL Tuning, Database Design
Education
McNeese State University
McNeese State University
Masters, Engineering
Barry Steinberger's Morgan Stanley Experience 2000 - 2005
Job Data Specialist/Testing Coordinator & 8th Grade Social Studies Teacher
Industry Education Management
Experience
Crestwood Country Day Camp June 2006 - Present
New York City Department of Education September 2005 - Present
Morgan Stanley 2000 - 2005
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Educational Technology, Event Planning, K-12, Public Speaking, Staff Development, Teacher Training, Teaching, Tutoring
Education
Mercy College 2007 — 2010
Master of Science (MS), School Building Leadership/School District Leadership
Mercy College 2005 — 2007
Master of Science (MS), Secondary Education Social Studies & Special Education
State University of New York at Buffalo 1996 — 2000
Bachelor of Arts (BA), Political Science
Crestwood Country Day Camp June 2006 - Present
New York City Department of Education September 2005 - Present
Morgan Stanley 2000 - 2005
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Educational Technology, Event Planning, K-12, Public Speaking, Staff Development, Teacher Training, Teaching, Tutoring
Education
Mercy College 2007 — 2010
Master of Science (MS), School Building Leadership/School District Leadership
Mercy College 2005 — 2007
Master of Science (MS), Secondary Education Social Studies & Special Education
State University of New York at Buffalo 1996 — 2000
Bachelor of Arts (BA), Political Science
Carole Sunday's Morgan Stanley Experience June 2002 - March 2007
Job Sr Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2007 - Present
Merrill Lynch March 2006 - April 2007
Morgan Stanley June 2002 - March 2007
Morgan Stanley January 1999 - June 2002
Skills
Teamwork, Training & Development, Customer Service, Management, Investments, Finance, Human Resources, Analysis, Financial Analysis, Budgets, Banking, Strategy, Process Improvement, Management Consulting, Strategic Planning
Education
Temple University 1982 — 1985
Radio, TV & Film
Messiah College 1981 — 1985
Radio, TV and Film
RBC Wealth Management March 2007 - Present
Merrill Lynch March 2006 - April 2007
Morgan Stanley June 2002 - March 2007
Morgan Stanley January 1999 - June 2002
Skills
Teamwork, Training & Development, Customer Service, Management, Investments, Finance, Human Resources, Analysis, Financial Analysis, Budgets, Banking, Strategy, Process Improvement, Management Consulting, Strategic Planning
Education
Temple University 1982 — 1985
Radio, TV & Film
Messiah College 1981 — 1985
Radio, TV and Film
Stacey Rivers's Morgan Stanley Experience February 2009 - November 2010
Job Seasoned Executive Assistant with Executive Level Experience
Industry Insurance
Experience
AIG November 2010 - Present
Morgan Stanley February 2009 - November 2010
Credit Suisse February 2004 - December 2008
Scholastic May 2002 - February 2004
Skills
Executive Support, Office Administration, Employee Training, Office Management, Administrative..., Coordinating Events, SharePoint, Fieldglass, Ariba, SAP, Budgets, Travel Arrangements, Concur, Spreadsheets, Outlook, Calendars, Lotus Notes, New Hire Orientations, Visio, Calendaring, Human Resources, Invoicing, PeopleSoft, Microsoft Office, Microsoft Excel, Microsoft Publisher, Adobe Acrobat, Zoomerang, IMAC, CREST, eSpace, Cyborg, Huntington Time System
Education
Mercy College
B.S. in Business Organizational Management
AIG November 2010 - Present
Morgan Stanley February 2009 - November 2010
Credit Suisse February 2004 - December 2008
Scholastic May 2002 - February 2004
Skills
Executive Support, Office Administration, Employee Training, Office Management, Administrative..., Coordinating Events, SharePoint, Fieldglass, Ariba, SAP, Budgets, Travel Arrangements, Concur, Spreadsheets, Outlook, Calendars, Lotus Notes, New Hire Orientations, Visio, Calendaring, Human Resources, Invoicing, PeopleSoft, Microsoft Office, Microsoft Excel, Microsoft Publisher, Adobe Acrobat, Zoomerang, IMAC, CREST, eSpace, Cyborg, Huntington Time System
Education
Mercy College
B.S. in Business Organizational Management
Steven J. Kelly, CFA's Morgan Stanley Experience 1997 - 2001
Job Business Manager at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP April 2014 - Present
Goldman Sachs 2010 - December 2013
Goldman Sachs 2003 - 2010
Goldman Sachs 2001 - 2003
Morgan Stanley 1997 - 2001
Morgan Stanley Investment Management 1996 - 1997
Scudder Investments 1992 - 1995
Scudder Investments 1987 - 1992
Scudder Investments 1982 - 1987
Skills
Derivatives, Securities, Middle Office, CRM, Electronic Trading, Business Process..., Settlement, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Equities, Budgets & Forecasts, Legal & Compliance, P&L Management, Business Development, Strategic Planning, investment bank, P&L, Talent Management, Legal and Compliance, Project Management, Leadership, Mentoring, Operations Management, Financial Services
Education
Merrimack College 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Bloomberg LP April 2014 - Present
Goldman Sachs 2010 - December 2013
Goldman Sachs 2003 - 2010
Goldman Sachs 2001 - 2003
Morgan Stanley 1997 - 2001
Morgan Stanley Investment Management 1996 - 1997
Scudder Investments 1992 - 1995
Scudder Investments 1987 - 1992
Scudder Investments 1982 - 1987
Skills
Derivatives, Securities, Middle Office, CRM, Electronic Trading, Business Process..., Settlement, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Equities, Budgets & Forecasts, Legal & Compliance, P&L Management, Business Development, Strategic Planning, investment bank, P&L, Talent Management, Legal and Compliance, Project Management, Leadership, Mentoring, Operations Management, Financial Services
Education
Merrimack College 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Jennifer Yania's Morgan Stanley Experience 1999 - 2000
Job Branch Manager at PNC
Industry Financial Services
Experience
PNC October 2006 - Present
Bath & Body Works 2000 - October 2006
Morgan Stanley 1999 - 2000
Education
Mercyhurst College 1995 — 1999
Bachelor of Arts (BA), Management/Marketing
PNC October 2006 - Present
Bath & Body Works 2000 - October 2006
Morgan Stanley 1999 - 2000
Education
Mercyhurst College 1995 — 1999
Bachelor of Arts (BA), Management/Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS