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.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Charles Newton Charles Newton's Morgan Stanley Experience June 1996 - September 2010
Job Managing Director CoHead of Healthcare Investment Banking in the Americas at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2010 - Present
Morgan Stanley June 1996 - September 2010
Lehman Brothers May 1993 - July 1995
Mercer Global Advisors May 1992 - May 1993
Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Miami University 1988 — 1992
Bachelor of Science, Finance
Credit Suisse September 2010 - Present
Morgan Stanley June 1996 - September 2010
Lehman Brothers May 1993 - July 1995
Mercer Global Advisors May 1992 - May 1993
Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Miami University 1988 — 1992
Bachelor of Science, Finance
Nicholas Petruska Nicholas Petruska's Morgan Stanley Experience January 2010 - July 2012
Job Chief Financial Officer and Executive Vice President at Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC)
Industry Investment Banking
Experience
Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC) May 2015 - Present
Hennessy Capital LLC November 2013 - Present
CHS Capital LLC July 2012 - July 2014
Morgan Stanley January 2010 - July 2012
George K. Baum & Company May 2009 - October 2009
Western Reserve Partners LLC December 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Derivatives, Valuation, Buyouts, Private Equity, Mergers & Acquisitions, Due Diligence
Education
Miami University 2005 — 2009
Finance, Decision Sciences (Business Statistics), Mathematics
Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC) May 2015 - Present
Hennessy Capital LLC November 2013 - Present
CHS Capital LLC July 2012 - July 2014
Morgan Stanley January 2010 - July 2012
George K. Baum & Company May 2009 - October 2009
Western Reserve Partners LLC December 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Derivatives, Valuation, Buyouts, Private Equity, Mergers & Acquisitions, Due Diligence
Education
Miami University 2005 — 2009
Finance, Decision Sciences (Business Statistics), Mathematics
Bryan Kolpacke Bryan Kolpacke's Morgan Stanley Experience May 2014 - August 2014
Job Procurement Intern
Industry Logistics and Supply Chain
Experience
The WhiteWave Foods Company February 2015 - Present
Students Consulting for Non-Profit Organizations (MSU) September 2014 - Present
Morgan Stanley May 2014 - August 2014
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Social Media, Teamwork, Event Planning, Community Outreach, Finance
Education
Michigan State University 2012 — 2016
Bachelor of Arts (BA), Logistics, Materials, and Supply Chain Management
Eisenhower High School 2008 — 2012
Diploma, General Studies
The WhiteWave Foods Company February 2015 - Present
Students Consulting for Non-Profit Organizations (MSU) September 2014 - Present
Morgan Stanley May 2014 - August 2014
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Social Media, Teamwork, Event Planning, Community Outreach, Finance
Education
Michigan State University 2012 — 2016
Bachelor of Arts (BA), Logistics, Materials, and Supply Chain Management
Eisenhower High School 2008 — 2012
Diploma, General Studies
Victoria Gialamas Victoria Gialamas's Morgan Stanley Experience May 2011 - August 2011
Job Client Manager Associate at Unum
Industry Marketing and Advertising
Experience
Unum June 2014 - Present
Miami University August 2010 - Present
Fireman's Fund Insurance Company May 2013 - August 2013
Morgan Stanley May 2011 - August 2011
Skills
Life & Health Insurance..., Ancillary Benefits, Disability Insurance, Property & Casualty..., Marketing, Market Research, Marketing Communications, Commercial Insurance, Sustainability, Sustainable Energy, Strategy, LEED projects
Education
Miami University 2010 — 2014
Marketing
Neuqua Valley 2006 — 2010
Unum June 2014 - Present
Miami University August 2010 - Present
Fireman's Fund Insurance Company May 2013 - August 2013
Morgan Stanley May 2011 - August 2011
Skills
Life & Health Insurance..., Ancillary Benefits, Disability Insurance, Property & Casualty..., Marketing, Market Research, Marketing Communications, Commercial Insurance, Sustainability, Sustainable Energy, Strategy, LEED projects
Education
Miami University 2010 — 2014
Marketing
Neuqua Valley 2006 — 2010
Peter Kusek Peter Kusek's Morgan Stanley Experience May 2014 - August 2014
Job Student at Michigan State University
Industry
Experience
University Club of Michigan State University March 2012 - Present
Morgan Stanley May 2014 - August 2014
Cold Stone Creamery 2010 - 2011
Glen Oaks Country Club 2007 - 2010
Farmington Hills Soccer Club 2006 - 2008
Education
Michigan State University 2011 — 2015
Finance, Finance, General
University Club of Michigan State University March 2012 - Present
Morgan Stanley May 2014 - August 2014
Cold Stone Creamery 2010 - 2011
Glen Oaks Country Club 2007 - 2010
Farmington Hills Soccer Club 2006 - 2008
Education
Michigan State University 2011 — 2015
Finance, Finance, General
Austin Card Austin Card's Morgan Stanley Experience August 2014 - January 2015
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Private Bank August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - July 2015
Morgan Stanley August 2014 - January 2015
Morgan Stanley Private Wealth Management December 2013 - January 2014
IMA Financial Group, Inc. May 2013 - August 2013
Skills
Social Media Marketing, Social Networking, Email Marketing, Sales & Marketing..., Financial Analysis, Microsoft Office, Computer Proficiency, Project Management, Financial Modeling, Risk Management, Event Planning, Loss Prevention..., Dreamweaver, Final Cut Pro, Bloomberg Software, Bloomberg Terminal, Research
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Finance
Credit Suisse Private Bank August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - July 2015
Morgan Stanley August 2014 - January 2015
Morgan Stanley Private Wealth Management December 2013 - January 2014
IMA Financial Group, Inc. May 2013 - August 2013
Skills
Social Media Marketing, Social Networking, Email Marketing, Sales & Marketing..., Financial Analysis, Microsoft Office, Computer Proficiency, Project Management, Financial Modeling, Risk Management, Event Planning, Loss Prevention..., Dreamweaver, Final Cut Pro, Bloomberg Software, Bloomberg Terminal, Research
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Finance
Andy Niehus Andy Niehus's Morgan Stanley Experience May 2001 - August 2013
Job Principal, Ulu Capital
Industry Financial Services
Experience
Ulu Capital August 2014 - Present
Raymond James & Associates, Inc. August 2013 - August 2014
Morgan Stanley May 2001 - August 2013
Skills
Asset Allocation, Portfolio Management, Securities, Sales, Asset Managment, Series 63, Mutual Funds, Investments, Series 7, Strategic Planning, Asset Management, Finance, Equities
Education
Miami University 1998 — 2001
BS, Finance
Ulu Capital August 2014 - Present
Raymond James & Associates, Inc. August 2013 - August 2014
Morgan Stanley May 2001 - August 2013
Skills
Asset Allocation, Portfolio Management, Securities, Sales, Asset Managment, Series 63, Mutual Funds, Investments, Series 7, Strategic Planning, Asset Management, Finance, Equities
Education
Miami University 1998 — 2001
BS, Finance
Rod Langohr Rod Langohr's Morgan Stanley Experience 2010 - 2011
Job Field AE/ Service Provider at Insight
Industry Information Technology and Services
Experience
Insight 2015 - Present
Rand Secure Data January 2012 - 2014
Northwestern Mutual 2011 - 2012
Morgan Stanley 2010 - 2011
Logistics Specialist 2000 - 2010
Skills
Cloud Computing, Salesforce.com, Enterprise Software, New Business Development, Hosted Services, Data Management, Email Hosting, Email Archiving, Insurance, Deduplication, Investments, File Archiving, Predictive Coding, ediscovery, 3PL, Backup & Restore, Sales, Cold Calling, Sales Process, SaaS
Education
Michigan State University 1995 — 1999
Life Health and Variable Annuity 2-15 Certified
Series 7 Certified
Insight 2015 - Present
Rand Secure Data January 2012 - 2014
Northwestern Mutual 2011 - 2012
Morgan Stanley 2010 - 2011
Logistics Specialist 2000 - 2010
Skills
Cloud Computing, Salesforce.com, Enterprise Software, New Business Development, Hosted Services, Data Management, Email Hosting, Email Archiving, Insurance, Deduplication, Investments, File Archiving, Predictive Coding, ediscovery, 3PL, Backup & Restore, Sales, Cold Calling, Sales Process, SaaS
Education
Michigan State University 1995 — 1999
Life Health and Variable Annuity 2-15 Certified
Series 7 Certified
Susan Carlyon Susan Carlyon's Morgan Stanley Experience August 1998 - February 2011
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2011 - Present
Morgan Stanley August 1998 - February 2011
Merrill Lynch January 1997 - August 1998
Michigan Supreme Court August 1995 - January 1997
Education
Michigan State University
Raymond James Financial Inc. February 2011 - Present
Morgan Stanley August 1998 - February 2011
Merrill Lynch January 1997 - August 1998
Michigan Supreme Court August 1995 - January 1997
Education
Michigan State University
Mitchell Logan Mitchell Logan's Morgan Stanley Experience March 2012 - February 2014
Job International Merger & Acquisition Project Manager at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health International Merger & Acquisition Project ManagerCardinal HealthMay 2015 - Present
Modis February 2014 - May 2015
Morgan Stanley March 2012 - February 2014
Morgan Stanley Smith Barney June 2011 - March 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Guangling District Investment Office August 2008 - July 2011
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Smith Barney 2011 - 2011
Hong Kong Big Bull Foreign Trade Co Ltd March 2009 - July 2009
Guangling District Investment Office August 2008 - February 2009
Skills
Call Center, Personnel Development, Microsoft Office, Research, Customer Relations, Regression Testing, Business Requirements, Software Documentation, Software Design, UAT coordination, Adobe Captivate, SnagIt, HP Quality Center, Training, BRD, Customer Service, Project Management, Quality Center, Management, Time Management, Call Centers, Microsoft Excel
Education
Miami University 2004 — 2007
Bachelor of Science, International Studies Major
Miami University 2003 — 2007
Bachelor, International Studies, Chinese, Political Science
Cardinal Health International Merger & Acquisition Project ManagerCardinal HealthMay 2015 - Present
Modis February 2014 - May 2015
Morgan Stanley March 2012 - February 2014
Morgan Stanley Smith Barney June 2011 - March 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Guangling District Investment Office August 2008 - July 2011
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Smith Barney 2011 - 2011
Hong Kong Big Bull Foreign Trade Co Ltd March 2009 - July 2009
Guangling District Investment Office August 2008 - February 2009
Skills
Call Center, Personnel Development, Microsoft Office, Research, Customer Relations, Regression Testing, Business Requirements, Software Documentation, Software Design, UAT coordination, Adobe Captivate, SnagIt, HP Quality Center, Training, BRD, Customer Service, Project Management, Quality Center, Management, Time Management, Call Centers, Microsoft Excel
Education
Miami University 2004 — 2007
Bachelor of Science, International Studies Major
Miami University 2003 — 2007
Bachelor, International Studies, Chinese, Political Science
John T. Egan's Morgan Stanley Experience 2006 - 2008
Job Executive Director Branch Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2013 - Present
UBS Financial Services Inc. 2009 - 2013
UBS Financial Services Inc. 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2000 - 2004
Morgan Stanley 1997 - 2000
Morgan Stanley 1994 - 1997
Morgan Stanley 1993 - 1994
Education
Miami University
UBS Financial Services Inc. 2013 - Present
UBS Financial Services Inc. 2009 - 2013
UBS Financial Services Inc. 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2000 - 2004
Morgan Stanley 1997 - 2000
Morgan Stanley 1994 - 1997
Morgan Stanley 1993 - 1994
Education
Miami University
Jake Cook Jake Cook's Morgan Stanley Experience October 2014 - Present
Job Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company February 2015 - Present
Morgan Stanley October 2014 - Present
Kenai Cache Outfitters June 2014 - October 2014
C.H. Robinson December 2013 - January 2014
Fulton Companies May 2013 - August 2013
Arric Corp. May 2011 - August 2012
Ox-In-a-Box February 2012 - May 2012
Mader Construction Company 2009 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Research, Economics, SQL, Teamwork, English, Derivatives, Customer Service, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.), Major in Economics and Minor in Entrepreneurship
St. Francis High School 2006 — 2010
ALPS, A DST Company February 2015 - Present
Morgan Stanley October 2014 - Present
Kenai Cache Outfitters June 2014 - October 2014
C.H. Robinson December 2013 - January 2014
Fulton Companies May 2013 - August 2013
Arric Corp. May 2011 - August 2012
Ox-In-a-Box February 2012 - May 2012
Mader Construction Company 2009 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Research, Economics, SQL, Teamwork, English, Derivatives, Customer Service, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.), Major in Economics and Minor in Entrepreneurship
St. Francis High School 2006 — 2010
Natalie Mender Natalie Mender's Morgan Stanley Experience 2010 - November 2011
Job Registered Client Associate at The Grandview Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Grandview Group of Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley 2010 - November 2011
Education
Miami University 2004 — 2008
Bachelor of Arts (B.A.), Mass Communications with a focus in Marketing
The Grandview Group of Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley 2010 - November 2011
Education
Miami University 2004 — 2008
Bachelor of Arts (B.A.), Mass Communications with a focus in Marketing
Dustin De Vincentis Dustin De Vincentis's Morgan Stanley Experience September 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
J.P. Morgan December 2011 - August 2014
J.P. Morgan 2010 - 2011
J.P. Morgan July 2008 - June 2010
Skills
Financial Services, Project Management, Securities, Strategic Planning, Management, Leadership, Investment Banking, Change Management, Finance, Trading, Relationship Management, SDLC, Team Leadership, Program Management, Microsoft CRM, CRM Integration, Platform Integration, Microsoft Office, Brokerage, Wealth Management, Vendor Management, Resource Allocation, Strategy, Product Development
Education
Miami University
Bachelor of Science (BS), Organizational Leadership
Morgan Stanley September 2014 - Present
J.P. Morgan December 2011 - August 2014
J.P. Morgan 2010 - 2011
J.P. Morgan July 2008 - June 2010
Skills
Financial Services, Project Management, Securities, Strategic Planning, Management, Leadership, Investment Banking, Change Management, Finance, Trading, Relationship Management, SDLC, Team Leadership, Program Management, Microsoft CRM, CRM Integration, Platform Integration, Microsoft Office, Brokerage, Wealth Management, Vendor Management, Resource Allocation, Strategy, Product Development
Education
Miami University
Bachelor of Science (BS), Organizational Leadership
Ryan Batey's Morgan Stanley Experience September 2014 - May 2015
Job Human Resources Business Consultant at Georgia Power Company
Industry Human Resources
Experience
Georgia Power Company July 2015 - Present
Morgan Stanley September 2014 - May 2015
Asurion February 2014 - June 2014
Allstate July 2011 - February 2014
HIROTEC America, Inc. August 2010 - May 2011
Tyco Electronics 2008 - 2008
Skills
Labor Relations, Talent Acquisition, Performance Management, Deferred Compensation, Union Avoidance, Workforce Planning, HR Consulting, Job Descriptions, Global Compensation, HR Policies, Job Analysis, HRIS, Human Resources
Education
Michigan State University 2007 — 2009
MHRLR, Labor & Industrial Relations
Michigan State University 2003 — 2006
BA, Stdy Soc Sci-Hm Res Scty
Georgia Power Company July 2015 - Present
Morgan Stanley September 2014 - May 2015
Asurion February 2014 - June 2014
Allstate July 2011 - February 2014
HIROTEC America, Inc. August 2010 - May 2011
Tyco Electronics 2008 - 2008
Skills
Labor Relations, Talent Acquisition, Performance Management, Deferred Compensation, Union Avoidance, Workforce Planning, HR Consulting, Job Descriptions, Global Compensation, HR Policies, Job Analysis, HRIS, Human Resources
Education
Michigan State University 2007 — 2009
MHRLR, Labor & Industrial Relations
Michigan State University 2003 — 2006
BA, Stdy Soc Sci-Hm Res Scty
Tim Mudd Tim Mudd's Morgan Stanley Experience March 2011 - August 2014
Job Institutional Equity Sales
Industry Banking
Experience
Citi September 2014 - Present
Morgan Stanley March 2011 - August 2014
Core Equity Group September 2008 - March 2011
CQ Partners, LLC June 2007 - June 2008
Skills
Series 7, Private Equity, Financial Modeling, Venture Capital, Hedge Funds, Equities, Investment Banking
Education
Miami University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Citi September 2014 - Present
Morgan Stanley March 2011 - August 2014
Core Equity Group September 2008 - March 2011
CQ Partners, LLC June 2007 - June 2008
Skills
Series 7, Private Equity, Financial Modeling, Venture Capital, Hedge Funds, Equities, Investment Banking
Education
Miami University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Jack Beattie Jack Beattie's Morgan Stanley Experience September 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
Private Advisor Group May 2013 - August 2013
Skills
Wealth Management
Education
Miami University 2011 — 2014
Bachelor of Arts (B.A.), History
Chatham High School
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
Private Advisor Group May 2013 - August 2013
Skills
Wealth Management
Education
Miami University 2011 — 2014
Bachelor of Arts (B.A.), History
Chatham High School
Patrick Levendusky Patrick Levendusky's Morgan Stanley Experience July 2006 - October 2007
Job Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2010 - Present
Van Kampen Investments October 2007 - February 2010
Morgan Stanley July 2006 - October 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, ETFs, Alternative Investments, Wealth Management, Investment Strategies, Investments, Investment Advisory, Asset Management, Securities, Fixed Income, Equities, Uniform Combined State...
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Nuveen Investments February 2010 - Present
Van Kampen Investments October 2007 - February 2010
Morgan Stanley July 2006 - October 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, ETFs, Alternative Investments, Wealth Management, Investment Strategies, Investments, Investment Advisory, Asset Management, Securities, Fixed Income, Equities, Uniform Combined State...
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Reed Muething Reed Muething's Morgan Stanley Experience January 2014 - April 2014
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
Mulling Corporation September 2013 - June 2014
Morgan Stanley January 2014 - April 2014
TreeJob.Com January 2013 - May 2013
Cbeyond June 2011 - August 2011
YMCA Camp High Harbour June 2006 - July 2009
Northside Youth Organization March 2006 - May 2009
Skills
Networking, Microsoft Excel
Education
Oglethorpe University 2013 — 2014
Business Administration and Management, General
Gainesville State College 2010 — 2012
Miami University 2009 — 2010
Business Administration and Management, General
Mulling Corporation September 2013 - June 2014
Morgan Stanley January 2014 - April 2014
TreeJob.Com January 2013 - May 2013
Cbeyond June 2011 - August 2011
YMCA Camp High Harbour June 2006 - July 2009
Northside Youth Organization March 2006 - May 2009
Skills
Networking, Microsoft Excel
Education
Oglethorpe University 2013 — 2014
Business Administration and Management, General
Gainesville State College 2010 — 2012
Miami University 2009 — 2010
Business Administration and Management, General
Bethany Curtiss-Phyle Bethany Curtiss-Phyle's Morgan Stanley Experience January 2001 - March 2003
Job Account Vice President
Industry Financial Services
Experience
UBS December 2011 - Present
Merrill Lynch March 2003 - December 2011
Morgan Stanley January 2001 - March 2003
Skills
Finance, Series 7, Portfolio Management, Financial Advisory, Wealth Management
Education
Michigan State University 1987 — 1991
Economics
UBS December 2011 - Present
Merrill Lynch March 2003 - December 2011
Morgan Stanley January 2001 - March 2003
Skills
Finance, Series 7, Portfolio Management, Financial Advisory, Wealth Management
Education
Michigan State University 1987 — 1991
Economics
Patrick Keane's Morgan Stanley Experience May 2004 - October 2014
Job Director, Meeting Management and Event Strategy
Industry Insurance
Experience
Liberty Mutual Insurance November 2014 - Present
Morgan Stanley May 2004 - October 2014
Carlson Marketing March 1997 - May 2004
Skills
Marketing, Corporate Events, Event Management
Education
Michigan State University
Liberty Mutual Insurance November 2014 - Present
Morgan Stanley May 2004 - October 2014
Carlson Marketing March 1997 - May 2004
Skills
Marketing, Corporate Events, Event Management
Education
Michigan State University
Cain Kobert, CFP®'s Morgan Stanley Experience October 1998 - February 2001
Job President, Rocky Mountain Wealth Management
Industry Financial Services
Experience
Rocky Mountain Wealth Management 2006 - Present
Piper Jaffray February 2001 - June 2006
Morgan Stanley October 1998 - February 2001
Paine Webber August 1996 - October 1998
Skills
Investments, Strategic Financial..., Wealth Management, Securities, Insurance, Financial Services, Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement, Asset Allocation
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Rocky Mountain Wealth Management 2006 - Present
Piper Jaffray February 2001 - June 2006
Morgan Stanley October 1998 - February 2001
Paine Webber August 1996 - October 1998
Skills
Investments, Strategic Financial..., Wealth Management, Securities, Insurance, Financial Services, Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement, Asset Allocation
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
stephen sprague stephen sprague's Morgan Stanley Experience April 1998 - August 2011
Job Database Engineer at Trulia
Industry Financial Services
Geoffrey Centner Geoffrey Centner's Morgan Stanley Experience August 1998 - June 2007
Job Executive Director at UBS Wealth Management, Branch Manager
Industry Financial Services
Experience
UBS Wealth Management June 2009 - Present
Merrill Lynch 2007 - 2009
Morgan Stanley August 1998 - June 2007
Education
Michigan State University 1986 — 1990
UBS Wealth Management June 2009 - Present
Merrill Lynch 2007 - 2009
Morgan Stanley August 1998 - June 2007
Education
Michigan State University 1986 — 1990
Roger Berry Roger Berry's Morgan Stanley Experience March 2000 - November 2008
Job Senior V.P. at UBS
Industry Investment Management
Experience
UBS November 2008 - Present
Morgan Stanley March 2000 - November 2008
A.G. Edwards November 1990 - March 2000
Education
Miami University
B.S., Accounting
Trinity Seminary 1980 — 1984
M. Div.
UBS November 2008 - Present
Morgan Stanley March 2000 - November 2008
A.G. Edwards November 1990 - March 2000
Education
Miami University
B.S., Accounting
Trinity Seminary 1980 — 1984
M. Div.
Nikki Chase-Levin Nikki Chase-Levin's Morgan Stanley Experience 2001 - 2003
Job Founder and President at Straight Line Marketing, Inc.
Industry Marketing and Advertising
Experience
Straight Line Marketing, Inc. March 2006 - Present
Diageo January 2007 - August 2008
Diageo March 2006 - January 2007
Sony 2003 - 2005
Morgan Stanley 2001 - 2003
Discover Card (a subsidiary of Morgan Stanley) 1999 - 2001
Ketchum PR 1996 - 1999
Education
Michigan State University 1990 — 1995
Bachelor of Arts
Straight Line Marketing, Inc. March 2006 - Present
Diageo January 2007 - August 2008
Diageo March 2006 - January 2007
Sony 2003 - 2005
Morgan Stanley 2001 - 2003
Discover Card (a subsidiary of Morgan Stanley) 1999 - 2001
Ketchum PR 1996 - 1999
Education
Michigan State University 1990 — 1995
Bachelor of Arts
Barbara Fisher Farmer, CFP® Barbara Fisher Farmer, CFP®'s Morgan Stanley Experience April 1987 - April 1993
Job Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
Greg Solomon's Morgan Stanley Experience July 1995 - June 1998
Job Portfolio Manager at Deimos Asset Management (previously Guggenheim Global Trading)
Industry Investment Management
Experience
Guggenheim Global Trading December 2012 - Present
Sigma Capital January 2001 - December 2012
Pequot Capital January 2000 - January 2001
J.P. Morgan June 1998 - January 2000
Morgan Stanley July 1995 - June 1998
Education
University of Chicago 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Michigan State University
Guggenheim Global Trading December 2012 - Present
Sigma Capital January 2001 - December 2012
Pequot Capital January 2000 - January 2001
J.P. Morgan June 1998 - January 2000
Morgan Stanley July 1995 - June 1998
Education
University of Chicago 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Michigan State University
Calvin Lee Calvin Lee's Morgan Stanley Experience May 2010 - March 2012
Job Strategic Growth & Business Development
Industry Retail
Experience
Phlint 2015 - Present
Credit Suisse July 2013 - August 2014
Cantor Fitzgerald March 2012 - June 2013
Morgan Stanley May 2010 - March 2012
JPMorgan Chase January 2007 - May 2010
Eaton Aerospace January 2006 - June 2006
University of Michigan August 2005 - December 2005
Skills
Cognos, QlikView, Minitab, VBA, Value Stream Mapping, Requirements Analysis, Process Improvement, Change Management, Statistics, Data Analysis, Lean Manufacturing, Visio, Access, Business Intelligence, Operations Management, Six Sigma, Toyota Production System, Variance Analysis, Reverse Engineering, Visual Basic, Business Analysis, Management, Financial Modeling, Securities, Business Process, Microsoft Excel, Financial Analysis, Microsoft Office, Project Management, Analysis
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2004 — 2006
BSE, Operations Engineering
Michigan State University 2002 — 2004
Phlint 2015 - Present
Credit Suisse July 2013 - August 2014
Cantor Fitzgerald March 2012 - June 2013
Morgan Stanley May 2010 - March 2012
JPMorgan Chase January 2007 - May 2010
Eaton Aerospace January 2006 - June 2006
University of Michigan August 2005 - December 2005
Skills
Cognos, QlikView, Minitab, VBA, Value Stream Mapping, Requirements Analysis, Process Improvement, Change Management, Statistics, Data Analysis, Lean Manufacturing, Visio, Access, Business Intelligence, Operations Management, Six Sigma, Toyota Production System, Variance Analysis, Reverse Engineering, Visual Basic, Business Analysis, Management, Financial Modeling, Securities, Business Process, Microsoft Excel, Financial Analysis, Microsoft Office, Project Management, Analysis
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2004 — 2006
BSE, Operations Engineering
Michigan State University 2002 — 2004
Bill Sommerschield Bill Sommerschield's Morgan Stanley Experience March 2011 - July 2012
Job Vice President at Keystone Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Keystone Capital, Inc. October 2014 - Present
Lake Capital July 2012 - October 2014
Morgan Stanley March 2011 - July 2012
WONDER, LLC September 2008 - March 2011
Credit Suisse January 2006 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Mergers, Venture Capital, Corporate Development, Investment Banking, Corporate Finance, Investments, Business Strategy
Education
Miami University 2001 — 2005
BA Finance, Finance, Entrepreneurship
Keystone Capital, Inc. October 2014 - Present
Lake Capital July 2012 - October 2014
Morgan Stanley March 2011 - July 2012
WONDER, LLC September 2008 - March 2011
Credit Suisse January 2006 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Mergers, Venture Capital, Corporate Development, Investment Banking, Corporate Finance, Investments, Business Strategy
Education
Miami University 2001 — 2005
BA Finance, Finance, Entrepreneurship
Jeremy Welles Jeremy Welles's Morgan Stanley Experience August 2001 - Present
Job Executive Director Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley August 2001 - Present
Skills
Prime Brokerage, Securities Lending, Equity Swaps, Hedge Funds, Global Custody, Team Management, Financial Services, Series 7, Series 63, Equities, Alternative Investments, Middle Office, Derivatives, Swaps, Equity Derivatives, Settlement, Corporate Actions, Options, Separately Managed...
Education
Miami University 1997 — 2001
Morgan Stanley August 2001 - Present
Skills
Prime Brokerage, Securities Lending, Equity Swaps, Hedge Funds, Global Custody, Team Management, Financial Services, Series 7, Series 63, Equities, Alternative Investments, Middle Office, Derivatives, Swaps, Equity Derivatives, Settlement, Corporate Actions, Options, Separately Managed...
Education
Miami University 1997 — 2001
Jeff Votruba's Morgan Stanley Experience January 2000 - August 2007
Job Area Investment Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities June 2012 - Present
Morgan Stanley Smith Barney October 2009 - June 2012
Smith Barney August 2007 - October 2009
Morgan Stanley January 2000 - August 2007
Olde Financial July 1989 - January 2000
Skills
Recruiting, Training, Financial Services, Sales Management, Series 7, Series 24, Coaching
Education
Michigan State University 1985 — 1989
Finance
Fifth Third Securities June 2012 - Present
Morgan Stanley Smith Barney October 2009 - June 2012
Smith Barney August 2007 - October 2009
Morgan Stanley January 2000 - August 2007
Olde Financial July 1989 - January 2000
Skills
Recruiting, Training, Financial Services, Sales Management, Series 7, Series 24, Coaching
Education
Michigan State University 1985 — 1989
Finance
Eric Felty Eric Felty's Morgan Stanley Experience 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
New York Life Insurance Company January 2013 - Present
Mader Electric Motor and Power Transmission March 2010 - January 2013
MORTGAGE RESOURCE GROUP January 1997 - March 2010
Mortgage Resource Group October 1997 - February 2010
Self employed January 1996 - January 2009
COMMUNITY MORTGAGE GROUP January 1994 - January 1997
MIDWEST SAVINGS BANK January 1992 - January 1994
Skills
Accounting, Risk Management, Real Estate, Auditing, B2B, Personal Financial...
Education
Farmer School of Business, Miami University 1984 — 1989
B.S, Finance
Miami University 1984 — 1989
B.S., Dual Finance, Accountancy
University of Dayton
Morgan Stanley 2014 - Present
New York Life Insurance Company January 2013 - Present
Mader Electric Motor and Power Transmission March 2010 - January 2013
MORTGAGE RESOURCE GROUP January 1997 - March 2010
Mortgage Resource Group October 1997 - February 2010
Self employed January 1996 - January 2009
COMMUNITY MORTGAGE GROUP January 1994 - January 1997
MIDWEST SAVINGS BANK January 1992 - January 1994
Skills
Accounting, Risk Management, Real Estate, Auditing, B2B, Personal Financial...
Education
Farmer School of Business, Miami University 1984 — 1989
B.S, Finance
Miami University 1984 — 1989
B.S., Dual Finance, Accountancy
University of Dayton
Jonathan Adamsky Jonathan Adamsky's Morgan Stanley Experience August 1999 - November 2008
Job Advising an Exclusive Group of High Achieving Business People
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley August 1999 - November 2008
Merrill Lynch August 1997 - August 1999
Skills
Investments, Finance, Series 7, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Investment Advisory
Education
Michigan State University 1992 — 1997
Michigan State University - The Eli Broad College of Business 1992 — 1997
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley August 1999 - November 2008
Merrill Lynch August 1997 - August 1999
Skills
Investments, Finance, Series 7, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Investment Advisory
Education
Michigan State University 1992 — 1997
Michigan State University - The Eli Broad College of Business 1992 — 1997
Dan Pierson Dan Pierson's Morgan Stanley Experience June 2005 - August 2013
Job Regional Operations Director at DaVita Kidney Care
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners October 2014 - Present
DaVita Healthcare Partners September 2013 - October 2014
Morgan Stanley June 2005 - August 2013
EOS International 2013 - 2013
Skills
Asset Allocation, Investment Strategies, Investments, Derivatives, Series 63, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Finance, Equities, Fixed Income, Mutual Funds
Education
University of Chicago Booth School of Business 2010 — 2013
MBA
Miami University 2001 — 2005
Bachelor of Science (B.S.), Business-Economics
DaVita Healthcare Partners October 2014 - Present
DaVita Healthcare Partners September 2013 - October 2014
Morgan Stanley June 2005 - August 2013
EOS International 2013 - 2013
Skills
Asset Allocation, Investment Strategies, Investments, Derivatives, Series 63, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Finance, Equities, Fixed Income, Mutual Funds
Education
University of Chicago Booth School of Business 2010 — 2013
MBA
Miami University 2001 — 2005
Bachelor of Science (B.S.), Business-Economics
Nam S. Cho Nam S. Cho's Morgan Stanley Experience May 2011 - April 2012
Job Consultant
Industry Information Technology and Services
Experience
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Keri Cameron Keri Cameron's Morgan Stanley Experience 1992 - 1993
Job Founding Partner at The Keri Cameron Group
Industry Construction
Experience
The Keri Cameron Group October 2010 - Present
Charlotte Barnes Interior Design 2005 - 2007
Prudential Securities 1997 - 1999
Joho Capital 1996 - 1997
Smith Barney 1993 - 1996
Morgan Stanley 1992 - 1993
Skills
Strategic Planning, Contract Negotiation, Start-ups, New Business Development, Business Strategy, Negotiation, Management
Education
Miami University 1985 — 1989
Bachelor of Science (B.S.)
The Keri Cameron Group October 2010 - Present
Charlotte Barnes Interior Design 2005 - 2007
Prudential Securities 1997 - 1999
Joho Capital 1996 - 1997
Smith Barney 1993 - 1996
Morgan Stanley 1992 - 1993
Skills
Strategic Planning, Contract Negotiation, Start-ups, New Business Development, Business Strategy, Negotiation, Management
Education
Miami University 1985 — 1989
Bachelor of Science (B.S.)
Andrew Corsi, CPA Andrew Corsi, CPA's Morgan Stanley Experience March 2011 - July 2012
Job Associate at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs July 2014 - Present
Back on my Feet September 2013 - Present
Ernst & Young July 2012 - July 2014
Morgan Stanley March 2011 - July 2012
TD Securities February 2009 - March 2011
Ernst & Young January 2008 - February 2009
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Financial Accounting, US GAAP, CPA, Corporate Fraud..., Month End Close
Education
Michigan State University - The Eli Broad College of Business 2007 — 2007
MS, Accounting
Michigan State University 2003 — 2006
BA, Accounting
Goldman Sachs July 2014 - Present
Back on my Feet September 2013 - Present
Ernst & Young July 2012 - July 2014
Morgan Stanley March 2011 - July 2012
TD Securities February 2009 - March 2011
Ernst & Young January 2008 - February 2009
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Financial Accounting, US GAAP, CPA, Corporate Fraud..., Month End Close
Education
Michigan State University - The Eli Broad College of Business 2007 — 2007
MS, Accounting
Michigan State University 2003 — 2006
BA, Accounting
Edward (Teddy) Pereira's Morgan Stanley Experience May 2015 - August 2015
Job Intern at Morgan Stanley
Industry
Experience
Morgan Stanley May 2015 - August 2015
Dold for Congress May 2014 - September 2014
Knollwood Country Club May 2011 - August 2014
Kingsbridge Holdings LLC January 2014 - January 2014
Lake Bluff Park District May 2010 - August 2010
Skills
Social Media, Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Customer Service, Research, Teamwork
Education
Miami University 2012 — 2016
Economics, Political Science, Minor General Business, Junior
Lake Forest High School 2008 — 2012
Morgan Stanley May 2015 - August 2015
Dold for Congress May 2014 - September 2014
Knollwood Country Club May 2011 - August 2014
Kingsbridge Holdings LLC January 2014 - January 2014
Lake Bluff Park District May 2010 - August 2010
Skills
Social Media, Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Customer Service, Research, Teamwork
Education
Miami University 2012 — 2016
Economics, Political Science, Minor General Business, Junior
Lake Forest High School 2008 — 2012
Evan Wang's Morgan Stanley Experience September 2015 - Present
Job Wealth Advisory
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
TS Tech Americas, Inc. February 2014 - March 2015
GoldFinger Jewelry May 2009 - December 2013
LeaderShape, Inc. June 2010 - June 2010
First Miami Student Credit Union January 2010 - May 2010
Skills
Logistics, Supply Chain Management, Supply Chain, Logistics Management, Inventory Management, International Logistics, Purchasing, Operations Management, Team Leadership, Leadership, Cultural Diversity, Cross-functional Team..., Inventory Control
Education
Miami University 2008 — 2013
Logistics, Materials, and Supply Chain Management
Morgan Stanley September 2015 - Present
TS Tech Americas, Inc. February 2014 - March 2015
GoldFinger Jewelry May 2009 - December 2013
LeaderShape, Inc. June 2010 - June 2010
First Miami Student Credit Union January 2010 - May 2010
Skills
Logistics, Supply Chain Management, Supply Chain, Logistics Management, Inventory Management, International Logistics, Purchasing, Operations Management, Team Leadership, Leadership, Cultural Diversity, Cross-functional Team..., Inventory Control
Education
Miami University 2008 — 2013
Logistics, Materials, and Supply Chain Management
Paul Vandenheede Paul Vandenheede's Morgan Stanley Experience September 1989 - April 2010
Job First Vice President Investments, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2010 - Present
Morgan Stanley September 1989 - April 2010
Skills
Portfolio Management, Wealth Management, Public Speaking, Asset Management, Strategic Planning, Investments, Finance, Series 7, Leadership
Education
Michigan State University 1978 — 1983
Bachelor of Science (B.S.), Economics
UBS Financial Services, Inc. April 2010 - Present
Morgan Stanley September 1989 - April 2010
Skills
Portfolio Management, Wealth Management, Public Speaking, Asset Management, Strategic Planning, Investments, Finance, Series 7, Leadership
Education
Michigan State University 1978 — 1983
Bachelor of Science (B.S.), Economics
Jeffrey Smith, CFP® ChFC® CRPC® Jeffrey Smith, CFP® ChFC® CRPC®'s Morgan Stanley Experience December 2000 - June 2002
Job Vice President Wealth Management, Complex Sales Manager
Industry Financial Services
Experience
UBS Financial Services Inc August 2011 - Present
Merrill Lynch June 2007 - August 2011
UBS June 2002 - June 2007
Morgan Stanley December 2000 - June 2002
Education
Michigan State University
UBS Financial Services Inc August 2011 - Present
Merrill Lynch June 2007 - August 2011
UBS June 2002 - June 2007
Morgan Stanley December 2000 - June 2002
Education
Michigan State University
Cherie Wardrop Cherie Wardrop's Morgan Stanley Experience March 1999 - Present
Job Senior Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1999 - Present
First National Bank of Chicago December 1990 - March 1999
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Securities, Asset Managment, Equities, Wealth Management..., Investment Strategies, Financial Advisory, Fixed Income, Hedge Funds, Strategic Financial...
Education
Miami University 1986 — 1990
BS, Finance
Morgan Stanley March 1999 - Present
First National Bank of Chicago December 1990 - March 1999
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Securities, Asset Managment, Equities, Wealth Management..., Investment Strategies, Financial Advisory, Fixed Income, Hedge Funds, Strategic Financial...
Education
Miami University 1986 — 1990
BS, Finance
Katie Flood Cranley Katie Flood Cranley's Morgan Stanley Experience November 1998 - February 2004
Job Equity Institutional Sales, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2004 - Present
Morgan Stanley November 1998 - February 2004
Skills
Equities, Equity Capital Markets, Investments, Investment Banking, Equity Research, Hedge Funds, Valuation, Portfolio Management, Series 7, Series 63, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Derivatives, Financial Modeling, Equity Derivatives, Fixed Income
Education
Miami University 1994 — 1998
Bachelor of Arts, Double Major: Spanish and International Studies. Minor: Economics.
Deutsche Bank February 2004 - Present
Morgan Stanley November 1998 - February 2004
Skills
Equities, Equity Capital Markets, Investments, Investment Banking, Equity Research, Hedge Funds, Valuation, Portfolio Management, Series 7, Series 63, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Derivatives, Financial Modeling, Equity Derivatives, Fixed Income
Education
Miami University 1994 — 1998
Bachelor of Arts, Double Major: Spanish and International Studies. Minor: Economics.
Dennis Markey Dennis Markey's Morgan Stanley Experience 2005 - 2006
Job
Industry Financial Services
Experience
BlackRock July 2011 - Present
PowerShares April 2010 - July 2011
PowerShares March 2006 - March 2010
Invesco Ltd. June 2008 - November 2008
Morgan Stanley 2005 - 2006
Morgan Stanley Smith Barney 2001 - 2004
Education
Michigan State University 2001 — 2004
BA
BlackRock July 2011 - Present
PowerShares April 2010 - July 2011
PowerShares March 2006 - March 2010
Invesco Ltd. June 2008 - November 2008
Morgan Stanley 2005 - 2006
Morgan Stanley Smith Barney 2001 - 2004
Education
Michigan State University 2001 — 2004
BA
Peter Witte, CFA Peter Witte, CFA's Morgan Stanley Experience April 2004 - December 2007
Job Private Equity Analyst, Ernst & Young
Industry Accounting
Experience
Ernst & Young 2008 - Present
Morgan Stanley April 2004 - December 2007
Deutsche Bank June 2000 - April 2004
Skills
Financial Analysis, Knowledge Management, Business Development, Private Equity, Equities, Institutional Investors, Alternative Investments, Emerging Markets, Due Diligence, Venture Capital, LBO, Valuation, Financial Modeling, Deal Execution, Investment Banking, Industry Research, DCF, Portfolio Management, Principal Investing, Capital IQ
Education
Miami University 1991 — 1995
BA, BS, Philosophy, Business
Ernst & Young 2008 - Present
Morgan Stanley April 2004 - December 2007
Deutsche Bank June 2000 - April 2004
Skills
Financial Analysis, Knowledge Management, Business Development, Private Equity, Equities, Institutional Investors, Alternative Investments, Emerging Markets, Due Diligence, Venture Capital, LBO, Valuation, Financial Modeling, Deal Execution, Investment Banking, Industry Research, DCF, Portfolio Management, Principal Investing, Capital IQ
Education
Miami University 1991 — 1995
BA, BS, Philosophy, Business
Alexis Collias Alexis Collias's Morgan Stanley Experience 2005 - 2007
Job Graphic Design Coordinator | National Training at Little Caesars
Industry Design
Experience
Little Caesars 2010 - Present
Alexis Helene Photography & Design January 2005 - Present
Giffels, LLC / IBI Group August 2008 - 2010
Merrill Lynch 2007 - 2008
Morgan Stanley 2005 - 2007
Custom Signworks Plus, Inc 2004 - 2005
BBDO 2000 - 2001
Skills
InDesign, Illustrator, Adobe Creative Suite, Photoshop, Photography, Graphic Design, Advertising, Graphics, Branding & Identity, Marketing, Digital Marketing, Direct Mail, Logo Design, Newsletters, Adobe Acrobat, Illustration, Layout, Proposal Writing, Microsoft Office, PowerPoint, Creative Direction, Mac
Education
Michigan State University 2000 — 2004
BFA, Graphic Design
Little Caesars 2010 - Present
Alexis Helene Photography & Design January 2005 - Present
Giffels, LLC / IBI Group August 2008 - 2010
Merrill Lynch 2007 - 2008
Morgan Stanley 2005 - 2007
Custom Signworks Plus, Inc 2004 - 2005
BBDO 2000 - 2001
Skills
InDesign, Illustrator, Adobe Creative Suite, Photoshop, Photography, Graphic Design, Advertising, Graphics, Branding & Identity, Marketing, Digital Marketing, Direct Mail, Logo Design, Newsletters, Adobe Acrobat, Illustration, Layout, Proposal Writing, Microsoft Office, PowerPoint, Creative Direction, Mac
Education
Michigan State University 2000 — 2004
BFA, Graphic Design
David G. Thaler, MBA, CRPC David G. Thaler, MBA, CRPC's Morgan Stanley Experience 2000 - 2002
Job Ameriprise Platinum Financial Advisor / Business Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2002 - Present
and active in my church 1970 - Present
Business Network International 2002 - 2011
Morgan Stanley 2000 - 2002
David Thaler - insurance agent 1995 - 2000
Classified Yellow Pages 1984 - 1994
Education
Lowell High School (Lowell MI)
Diploma, College Prep, 3.98
Michigan State University
BA & MBA, Electrical Enginerering, Purchasing, Logistics, Production Management
Michigan State University - The Eli Broad Graduate School of Management
MBA, Production Management & Logistics, Cum Laude
Ameriprise Financial Services, Inc. March 2002 - Present
and active in my church 1970 - Present
Business Network International 2002 - 2011
Morgan Stanley 2000 - 2002
David Thaler - insurance agent 1995 - 2000
Classified Yellow Pages 1984 - 1994
Education
Lowell High School (Lowell MI)
Diploma, College Prep, 3.98
Michigan State University
BA & MBA, Electrical Enginerering, Purchasing, Logistics, Production Management
Michigan State University - The Eli Broad Graduate School of Management
MBA, Production Management & Logistics, Cum Laude
Denise Klemencic Denise Klemencic's Morgan Stanley Experience January 2013 - April 2013
Job Finance/Banking
Industry Financial Services
Experience
KeyBank October 2013 - April 2014
Morgan Stanley January 2013 - April 2013
Walnut Street Securities, Inc., a MetLife Company May 2009 - December 2012
UBS Financial Services Inc. December 2007 - April 2009
FTN Midwest Securities 2005 - 2007
Charter One Bank 1999 - 2004
Mellon Mortgage Company 1998 - 1999
University Hospitals of Cleveland, Rainbow Babies & Children's 1996 - 1998
Cleveland Clinic 1994 - 1996
Skills
Retirement Planning, Financial Advisory, FINRA, Series 4, Series 7, Series 24, Series 51, Series 63, Series 66, Compliance, Strategic Financial..., Investment Management, Insurance, Disability Insurance, Long Term Care Insurance, Personal Finance, Investments, Mutual Funds, Cash Management, Securities, Variable Annuities, Credit Risk, Financial Analysis, Loan Servicing, Medical Terminology, Medical Records, Medical Coding, Supervisory Experience, Commercial Banking, Financial Services, Mortgage Servicing, Animal Welfare, Animal Foster Care, Allied Health, Athletic Training, Exercise Physiology, Non-profit Volunteer, Hospitality Industry, Retail Sales, Physical Inventory, Commercial Real Estate, Long Distance Running, Cheerleading, Restaurants, Executive..., Cancer, Orthopedics, Pediatric Orthopedics, Hematology/Medical..., Cashiering
Education
The Ohio State University 1989 — 1994
Two Bachelors of Arts (BA), Psychology and Women's Studies
Miami University 1987 — 1989
Zoology/Pre-Physical Therapy
KeyBank October 2013 - April 2014
Morgan Stanley January 2013 - April 2013
Walnut Street Securities, Inc., a MetLife Company May 2009 - December 2012
UBS Financial Services Inc. December 2007 - April 2009
FTN Midwest Securities 2005 - 2007
Charter One Bank 1999 - 2004
Mellon Mortgage Company 1998 - 1999
University Hospitals of Cleveland, Rainbow Babies & Children's 1996 - 1998
Cleveland Clinic 1994 - 1996
Skills
Retirement Planning, Financial Advisory, FINRA, Series 4, Series 7, Series 24, Series 51, Series 63, Series 66, Compliance, Strategic Financial..., Investment Management, Insurance, Disability Insurance, Long Term Care Insurance, Personal Finance, Investments, Mutual Funds, Cash Management, Securities, Variable Annuities, Credit Risk, Financial Analysis, Loan Servicing, Medical Terminology, Medical Records, Medical Coding, Supervisory Experience, Commercial Banking, Financial Services, Mortgage Servicing, Animal Welfare, Animal Foster Care, Allied Health, Athletic Training, Exercise Physiology, Non-profit Volunteer, Hospitality Industry, Retail Sales, Physical Inventory, Commercial Real Estate, Long Distance Running, Cheerleading, Restaurants, Executive..., Cancer, Orthopedics, Pediatric Orthopedics, Hematology/Medical..., Cashiering
Education
The Ohio State University 1989 — 1994
Two Bachelors of Arts (BA), Psychology and Women's Studies
Miami University 1987 — 1989
Zoology/Pre-Physical Therapy
Sara Wojnar's Morgan Stanley Experience May 1998 - 2001
Job
Industry Investment Management
Experience
Palm Equity LLC 2010 - 2012
Broad Street Securities 2009 - 2009
Sun Capital Partners, Inc 2005 - 2009
Broad Street Secuities 2004 - 2005
Jumping Jacks LLC 2002 - 2004
Morgan Stanley May 1998 - 2001
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Michigan State University
2002, B.S., Management
Palm Equity LLC 2010 - 2012
Broad Street Securities 2009 - 2009
Sun Capital Partners, Inc 2005 - 2009
Broad Street Secuities 2004 - 2005
Jumping Jacks LLC 2002 - 2004
Morgan Stanley May 1998 - 2001
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Michigan State University
2002, B.S., Management
Scott Zingone's Morgan Stanley Experience June 2012 - August 2012
Job Graduate of Miami University
Industry Financial Services
Experience
Morgan Stanley June 2012 - August 2012
Morgan Stanley-Smith Barney June 2011 - August 2011
Smith Barney June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, SQL, Social Media, Public Speaking
Education
Miami University 2011 — 2015
Bachelor’s Degree, Social Psychology
Miami University 2011 — 2015
Minor, Marketing
Miami University 2011 — 2015
Minor, Supply Chain and Operations Management
Weston High School 2008 — 2011
Morgan Stanley June 2012 - August 2012
Morgan Stanley-Smith Barney June 2011 - August 2011
Smith Barney June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, SQL, Social Media, Public Speaking
Education
Miami University 2011 — 2015
Bachelor’s Degree, Social Psychology
Miami University 2011 — 2015
Minor, Marketing
Miami University 2011 — 2015
Minor, Supply Chain and Operations Management
Weston High School 2008 — 2011
William Boynton William Boynton's Morgan Stanley Experience May 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Duxbury Contruction May 2014 - August 2014
Boat Guys May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Management, PowerPoint, Entrepreneurship, Business Strategy, Customer Service, Process Improvement, Marketing, Teamwork
Education
Michigan State University 2013 — 2017
Bachelor's Degree, Economics
Hingham High School 2009 — 2013
Burke Mountain Academy 2009 — 2011
Winter Term
Morgan Stanley May 2015 - Present
Duxbury Contruction May 2014 - August 2014
Boat Guys May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Management, PowerPoint, Entrepreneurship, Business Strategy, Customer Service, Process Improvement, Marketing, Teamwork
Education
Michigan State University 2013 — 2017
Bachelor's Degree, Economics
Hingham High School 2009 — 2013
Burke Mountain Academy 2009 — 2011
Winter Term
Trisha Diewald's Morgan Stanley Experience May 2007 - August 2007
Job Marketing Professional, B.S. Marketing | Miami University 2010
Industry Marketing and Advertising
Experience
Starcom MediaVest Group June 2013 - July 2014
OMD USA September 2011 - June 2013
OMD USA October 2010 - September 2011
Morgan Stanley May 2007 - August 2007
Education
Miami University 2006 — 2010
Bachelor of Science, Marketing
University of Cincinnati 2014 — 2015
Mechanical Engineering
Starcom MediaVest Group June 2013 - July 2014
OMD USA September 2011 - June 2013
OMD USA October 2010 - September 2011
Morgan Stanley May 2007 - August 2007
Education
Miami University 2006 — 2010
Bachelor of Science, Marketing
University of Cincinnati 2014 — 2015
Mechanical Engineering
John Petry John Petry's Morgan Stanley Experience April 2002 - July 2002
Job Vice President ABL Credit Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
GE Capital July 2007 - July 2015
GE Capital July 2005 - July 2007
Yazaki North America May 2004 - August 2004
Morgan Stanley April 2002 - July 2002
Skills
Financial Analysis, Financial Modeling, Finance, Business Valuation, Auditing, Forecasting, Financial Reporting, Strategic Financial..., Budgets, Accounting, Analysis, Leveraged Finance, Valuation, Pricing, Corporate Finance, Portfolio Management, Due Diligence, Credit, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Finance
Michigan State University
Bachelor of Arts, Finance
London School of Economics and Political Science 2003 — 2003
Semester Abroad, Economics
Utica High School 1997 — 2000
JPMorgan Chase & Co. July 2015 - Present
GE Capital July 2007 - July 2015
GE Capital July 2005 - July 2007
Yazaki North America May 2004 - August 2004
Morgan Stanley April 2002 - July 2002
Skills
Financial Analysis, Financial Modeling, Finance, Business Valuation, Auditing, Forecasting, Financial Reporting, Strategic Financial..., Budgets, Accounting, Analysis, Leveraged Finance, Valuation, Pricing, Corporate Finance, Portfolio Management, Due Diligence, Credit, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Finance
Michigan State University
Bachelor of Arts, Finance
London School of Economics and Political Science 2003 — 2003
Semester Abroad, Economics
Utica High School 1997 — 2000
Duke Butler's Morgan Stanley Experience April 2013 - August 2013
Job Marketing Intern at Jacobson/Rost
Industry Marketing and Advertising
Experience
Lane Public Library January 2014 - Present
Eargrub (LLC) January 2013 - Present
Howe Writing Center January 2013 - Present
Jacobson/Rost May 2013 - Present
Inklings Magazine 2014 - 2014
Morgan Stanley April 2013 - August 2013
Youth Lacrosse Camp 2010 - 2012
Ozaukee Country Club June 2006 - August 2011
Skills
Social Media, Marketing, Advertising, Social Media Marketing, Marketing Communications, Facebook, Microsoft Office, Digital Marketing, Customer Service, Online Advertising, Creative Writing, Drawing
Education
Miami University 2012 — 2016
Bachelor's degree, English (Professional Writing) and American Studies, Minor in Marketing, Senior
University School of Milwaukee 2008 — 2012
Lane Public Library January 2014 - Present
Eargrub (LLC) January 2013 - Present
Howe Writing Center January 2013 - Present
Jacobson/Rost May 2013 - Present
Inklings Magazine 2014 - 2014
Morgan Stanley April 2013 - August 2013
Youth Lacrosse Camp 2010 - 2012
Ozaukee Country Club June 2006 - August 2011
Skills
Social Media, Marketing, Advertising, Social Media Marketing, Marketing Communications, Facebook, Microsoft Office, Digital Marketing, Customer Service, Online Advertising, Creative Writing, Drawing
Education
Miami University 2012 — 2016
Bachelor's degree, English (Professional Writing) and American Studies, Minor in Marketing, Senior
University School of Milwaukee 2008 — 2012
Julie Kolesar Erikson's Morgan Stanley Experience 1997 - 2001
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Matt Bringardner Matt Bringardner's Morgan Stanley Experience January 2008 - April 2013
Job Portfolio Manager at MKP Capital
Industry Financial Services
Experience
MKP Capital Management, L.L.C. April 2013 - Present
Morgan Stanley January 2008 - April 2013
HSBC Securities June 2004 - January 2008
Education
Miami University 2000 — 2004
Bachelor of Business Administration, Double Major: Finance and General Business Minor: Political Science
MKP Capital Management, L.L.C. April 2013 - Present
Morgan Stanley January 2008 - April 2013
HSBC Securities June 2004 - January 2008
Education
Miami University 2000 — 2004
Bachelor of Business Administration, Double Major: Finance and General Business Minor: Political Science
Michael Connors's Morgan Stanley Experience May 2012 - September 2012
Job Investment Banking Associate at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross July 2015 - Present
Stout Risius Ross June 2014 - June 2015
Michigan State University January 2013 - May 2014
Delta Chi September 2012 - September 2013
Stout Risius Ross May 2013 - August 2013
Michigan State University Student Investment Fund September 2012 - December 2012
Morgan Stanley May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Office, Capital IQ, DCF Valuation, LBO, Pitch Books, CIM, Precedent Transactions, Mutual Funds, Equities, Valuation, Due Diligence, Leadership, Equity Research, Financial Institutions, Professional Writing, Management
Education
Michigan State University 2010 — 2014
BA, Finance, General
Stout Risius Ross July 2015 - Present
Stout Risius Ross June 2014 - June 2015
Michigan State University January 2013 - May 2014
Delta Chi September 2012 - September 2013
Stout Risius Ross May 2013 - August 2013
Michigan State University Student Investment Fund September 2012 - December 2012
Morgan Stanley May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Office, Capital IQ, DCF Valuation, LBO, Pitch Books, CIM, Precedent Transactions, Mutual Funds, Equities, Valuation, Due Diligence, Leadership, Equity Research, Financial Institutions, Professional Writing, Management
Education
Michigan State University 2010 — 2014
BA, Finance, General
Jeff Guggenheim Jeff Guggenheim's Morgan Stanley Experience 2015 - 2015
Job Student | Miami University
Industry Financial Services
Experience
Morgan Stanley 2015 - 2015
Education
Miami University 2013 — 2017
Bachelor of Science (B.S.), Finance & Economics
Mariemont High School 2009 — 2013
Diploma
Morgan Stanley 2015 - 2015
Education
Miami University 2013 — 2017
Bachelor of Science (B.S.), Finance & Economics
Mariemont High School 2009 — 2013
Diploma
Sean Hennessey Sean Hennessey's Morgan Stanley Experience October 2012 - Present
Job Analyst at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley October 2012 - Present
American Capital Energy June 2011 - August 2011
American Capital Energy June 2010 - August 2010
Education
Miami University 2008 — 2012
Bachelor of Arts, Political Science and Economics
Morgan Stanley October 2012 - Present
American Capital Energy June 2011 - August 2011
American Capital Energy June 2010 - August 2010
Education
Miami University 2008 — 2012
Bachelor of Arts, Political Science and Economics
Matthew German Matthew German's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Skills
PowerPoint, Financial Analysis, Teamwork, Windows, Time Management, Business Intelligence, Leadership, Networking, Management, Finance
Education
Miami University 2013 — 2017
Bachelor’s Degree, Accounting and Business/Management, 3.4/4.0
Fox Chapel Area High School 2009 — 2013
High School, 3.8/4.0
Morgan Stanley June 2015 - Present
Skills
PowerPoint, Financial Analysis, Teamwork, Windows, Time Management, Business Intelligence, Leadership, Networking, Management, Finance
Education
Miami University 2013 — 2017
Bachelor’s Degree, Accounting and Business/Management, 3.4/4.0
Fox Chapel Area High School 2009 — 2013
High School, 3.8/4.0
Brett McMillan's Morgan Stanley Experience 2007 - 2010
Job Corporate Development at Delphi
Industry Automotive
Experience
Delphi 2013 - Present
KPMG Advisory 2011 - 2012
Morgan Stanley 2007 - 2010
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
MBA, Finance
Michigan State University 2002 — 2006
BA, Finance
Delphi 2013 - Present
KPMG Advisory 2011 - 2012
Morgan Stanley 2007 - 2010
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
MBA, Finance
Michigan State University 2002 — 2006
BA, Finance
Tom Wilcock Tom Wilcock's Morgan Stanley Experience June 1986 - April 1997
Job Managing Director at ICBC Standard Bank Plc
Industry Financial Services
Experience
ICBC Standard Bank Plc December 2005 - Present
Wachovia Securities April 2003 - October 2005
Prudential Securities December 1999 - April 2003
Lehman Brothers April 1997 - December 1999
Morgan Stanley June 1986 - April 1997
LaBranche & Co. October 1982 - August 1985
Skills
Finance, Business Strategy, Banking, Fixed Income, Emerging Markets, Management, Hedge Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Miami University 1978 — 1982
Bachelor's degree, Industrial Engineering
ICBC Standard Bank Plc December 2005 - Present
Wachovia Securities April 2003 - October 2005
Prudential Securities December 1999 - April 2003
Lehman Brothers April 1997 - December 1999
Morgan Stanley June 1986 - April 1997
LaBranche & Co. October 1982 - August 1985
Skills
Finance, Business Strategy, Banking, Fixed Income, Emerging Markets, Management, Hedge Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Miami University 1978 — 1982
Bachelor's degree, Industrial Engineering
Mike Smerklo Mike Smerklo's Morgan Stanley Experience 1998 - 2000
Job Investor, Strategist and Entrepreneur. @mikesmerklo
Industry Information Technology and Services
Experience
True North Ventures LLC June 2005 - Present
www.mikesmerklo.com March 2015 - Present
SPS Commerce January 2014 - Present
ServiceSource January 2008 - May 2015
ServiceSource January 2003 - August 2014
Service Executive Industry Board November 2009 - July 2013
Opsware January 2000 - 2002
Morgan Stanley 1998 - 2000
Lehman Brothers April 1994 - 1998
Ernst & Young September 1991 - March 1994
Skills
SaaS, Enterprise Software, Cloud Computing, Leadership, Management, Entrepreneurship, Managed Services, Customer Satisfaction, Customer Retention, Public Speaking, Strategic Partnerships, Solution Selling, Salesforce.com, Start-ups, Account Management, Analytics, Business Alliances, Business Development, Business Strategy, CRM, Channel Partners, Customer Acquisition, Customer Service, Demand Generation, Financial Services, Management Consulting, New Venture Development, Outsourcing, Performance Management, Product Marketing, Sales, Sales Operations, Service Contract Sales, Service Delivery, Strategic Planning, Strategy, Venture Capital
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Marketing, Organizational Development, Graduated with Distinction
Miami University 1987 — 1991
BS, Business
True North Ventures LLC June 2005 - Present
www.mikesmerklo.com March 2015 - Present
SPS Commerce January 2014 - Present
ServiceSource January 2008 - May 2015
ServiceSource January 2003 - August 2014
Service Executive Industry Board November 2009 - July 2013
Opsware January 2000 - 2002
Morgan Stanley 1998 - 2000
Lehman Brothers April 1994 - 1998
Ernst & Young September 1991 - March 1994
Skills
SaaS, Enterprise Software, Cloud Computing, Leadership, Management, Entrepreneurship, Managed Services, Customer Satisfaction, Customer Retention, Public Speaking, Strategic Partnerships, Solution Selling, Salesforce.com, Start-ups, Account Management, Analytics, Business Alliances, Business Development, Business Strategy, CRM, Channel Partners, Customer Acquisition, Customer Service, Demand Generation, Financial Services, Management Consulting, New Venture Development, Outsourcing, Performance Management, Product Marketing, Sales, Sales Operations, Service Contract Sales, Service Delivery, Strategic Planning, Strategy, Venture Capital
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Marketing, Organizational Development, Graduated with Distinction
Miami University 1987 — 1991
BS, Business
Rhett Merchant Rhett Merchant's Morgan Stanley Experience August 2013 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
Jaclyn Szilagyi Jaclyn Szilagyi's Morgan Stanley Experience February 2015 - Present
Job Client Service Associate The Detroit Group
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley Wealth Management January 2012 - January 2015
LYNX GC July 2013 - August 2014
Hunter Family May 2013 - July 2013
Lilly Pulitzer Somerset February 2011 - December 2012
Lilly Pulitzer Somerset November 2009 - February 2011
Children's Leukemia Foundation of Michigan January 2010 - May 2010
Birmingham Country Club Golf Shop May 2007 - August 2007
Skills
Leadership, Hospitality, Strategic Planning, Sales, Public Relations, Customer Service, Customer Satisfaction, Event Management
Education
Michigan State University 2005 — 2009
Bachelor of Arts
Marian High School
Morgan Stanley February 2015 - Present
Morgan Stanley Wealth Management January 2012 - January 2015
LYNX GC July 2013 - August 2014
Hunter Family May 2013 - July 2013
Lilly Pulitzer Somerset February 2011 - December 2012
Lilly Pulitzer Somerset November 2009 - February 2011
Children's Leukemia Foundation of Michigan January 2010 - May 2010
Birmingham Country Club Golf Shop May 2007 - August 2007
Skills
Leadership, Hospitality, Strategic Planning, Sales, Public Relations, Customer Service, Customer Satisfaction, Event Management
Education
Michigan State University 2005 — 2009
Bachelor of Arts
Marian High School
Kristina Juntunen Kristina Juntunen's Morgan Stanley Experience October 2014 - Present
Job
Industry Law Practice
Experience
Morgan Stanley October 2014 - Present
Financial Industry Regulatory Authority (FINRA) July 2011 - September 2014
Kasowitz Benson Torres & Friedman LLP June 2006 - July 2011
White & Case LLP March 2004 - June 2006
Michigan Poverty Law Program September 2003 - December 2003
Altheimer & Gray May 2002 - August 2002
Federal Trade Commission May 2001 - August 2001
Skills
Commercial Litigation, Civil Litigation, Legal Research, Securities Regulation, Litigation, Administrative Law, Corporate Law, Competition Law, Arbitration, Trials, Courts, Mediation, Securities Litigation, Class Actions, Intellectual Property, Corporate Governance, Appeals, Bankruptcy, Trade Secrets, Legal Writing, Trademarks
Education
University of Michigan Law School 2000 — 2003
J.D.
Michigan State University 1997 — 2000
B.A., International Relations, James Madison College, concentration in German
Northville High School
Morgan Stanley October 2014 - Present
Financial Industry Regulatory Authority (FINRA) July 2011 - September 2014
Kasowitz Benson Torres & Friedman LLP June 2006 - July 2011
White & Case LLP March 2004 - June 2006
Michigan Poverty Law Program September 2003 - December 2003
Altheimer & Gray May 2002 - August 2002
Federal Trade Commission May 2001 - August 2001
Skills
Commercial Litigation, Civil Litigation, Legal Research, Securities Regulation, Litigation, Administrative Law, Corporate Law, Competition Law, Arbitration, Trials, Courts, Mediation, Securities Litigation, Class Actions, Intellectual Property, Corporate Governance, Appeals, Bankruptcy, Trade Secrets, Legal Writing, Trademarks
Education
University of Michigan Law School 2000 — 2003
J.D.
Michigan State University 1997 — 2000
B.A., International Relations, James Madison College, concentration in German
Northville High School
Mary Lou Peters's Morgan Stanley Experience September 2005 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Opportunities for a Better Tomorrow 2008 - Present
Morgan Stanley September 1999 - September 2005
Weil, Gotshal & Manges September 1994 - September 1999
US Attorney's Office for the Eastern District of New York May 1993 - August 1993
Skills
Commercial Litigation, Litigation, Commodity, Fixed Income, Corporate Law, Series 7, Hedge Funds, Financial Risk, Capital Markets, Management, Program Management, Due Diligence, Securities, Team Leadership, Investments, FINRA, Risk Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Derivatives
Education
University of Michigan Law School 1991 — 1994
JD, Law
Michigan State University 1987 — 1991
BA, Political Science
Morgan Stanley September 2005 - Present
Opportunities for a Better Tomorrow 2008 - Present
Morgan Stanley September 1999 - September 2005
Weil, Gotshal & Manges September 1994 - September 1999
US Attorney's Office for the Eastern District of New York May 1993 - August 1993
Skills
Commercial Litigation, Litigation, Commodity, Fixed Income, Corporate Law, Series 7, Hedge Funds, Financial Risk, Capital Markets, Management, Program Management, Due Diligence, Securities, Team Leadership, Investments, FINRA, Risk Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Derivatives
Education
University of Michigan Law School 1991 — 1994
JD, Law
Michigan State University 1987 — 1991
BA, Political Science
Erick Bzovi's Morgan Stanley Experience May 2004 - August 2005
Job Cofounder at HealPay
Industry Internet
Experience
GrowDetroit September 2011 - June 2014
Ruby Skills March 2011 - January 2013
Outside Hub Media January 2007 - February 2010
Scottrade May 2005 - May 2006
Morgan Stanley May 2004 - August 2005
Skills
Start-ups, Entrepreneurship, New Business Development, Payment Card Processing, Online Advertising, Electronic Payments, Business Development, Advertising, E-commerce, Venture Capital, Online Marketing, Marketing, Business Strategy, Leadership, Strategic Partnerships, Payment Gateways, Mobile Payments, Executive Management, Sales, Merchant Services, FinTech, Mobile Applications, Angel Investing, Analytics, Monetization, CRM, Management, Web Analytics, SEM, SaaS, Accounts Receivable, Lead Generation, New Media, Mobile Marketing, Mobile Advertising, Small Business, Email Marketing, Financial Services, Digital Strategy, Payments, Photoshop, SEO, JavaScript, Finance, Banking, CSS, HTML, Digital Marketing, Debt Settlement
Education
Michigan State University
Bachelor's Degree
Michigan State University
GrowDetroit September 2011 - June 2014
Ruby Skills March 2011 - January 2013
Outside Hub Media January 2007 - February 2010
Scottrade May 2005 - May 2006
Morgan Stanley May 2004 - August 2005
Skills
Start-ups, Entrepreneurship, New Business Development, Payment Card Processing, Online Advertising, Electronic Payments, Business Development, Advertising, E-commerce, Venture Capital, Online Marketing, Marketing, Business Strategy, Leadership, Strategic Partnerships, Payment Gateways, Mobile Payments, Executive Management, Sales, Merchant Services, FinTech, Mobile Applications, Angel Investing, Analytics, Monetization, CRM, Management, Web Analytics, SEM, SaaS, Accounts Receivable, Lead Generation, New Media, Mobile Marketing, Mobile Advertising, Small Business, Email Marketing, Financial Services, Digital Strategy, Payments, Photoshop, SEO, JavaScript, Finance, Banking, CSS, HTML, Digital Marketing, Debt Settlement
Education
Michigan State University
Bachelor's Degree
Michigan State University
Ellie Pohlman Ellie Pohlman's Morgan Stanley Experience September 2012 - Present
Job Marketing Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Winston Investment Management February 2011 - September 2012
Glenny Glass Company June 2009 - February 2011
Fidelity Investments 1991 - 1998
Fidelity Investments 1989 - 1991
Education
University of Cincinnati 1981 — 1983
Bachelor of Science (BS), Education - Community Health
Miami University 1978 — 1981
Working toward B.S. in Education, Community Health Services/Liaison/Counseling
Morgan Stanley September 2012 - Present
Winston Investment Management February 2011 - September 2012
Glenny Glass Company June 2009 - February 2011
Fidelity Investments 1991 - 1998
Fidelity Investments 1989 - 1991
Education
University of Cincinnati 1981 — 1983
Bachelor of Science (BS), Education - Community Health
Miami University 1978 — 1981
Working toward B.S. in Education, Community Health Services/Liaison/Counseling
Jim Gilligan Jim Gilligan's Morgan Stanley Experience 1996 - 2010
Job Managing Partner, Flat Coat Holdings
Industry Investment Management
Experience
Flat Coat Holdings 2014 - Present
Invesco Ltd. 2010 - 2014
Morgan Stanley 1996 - 2010
Van Kampen Investments 1994 - 2010
Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Accounting
Miami University 1976 — 1980
Bachelor's Degree, Finance/Ecomonics
Flat Coat Holdings 2014 - Present
Invesco Ltd. 2010 - 2014
Morgan Stanley 1996 - 2010
Van Kampen Investments 1994 - 2010
Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Accounting
Miami University 1976 — 1980
Bachelor's Degree, Finance/Ecomonics
Adrienne (Giacinto) L Adrienne (Giacinto) L's Morgan Stanley Experience January 2014 - Present
Job Director, The Morgan Stanley Alumni Network
Industry Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley May 2005 - December 2012
Morgan Stanley December 2003 - April 2005
Morgan Stanley January 2000 - December 2003
Morgan Stanley January 2000 - December 2003
Education
Michigan State University 1986 — 1990
Bachelor of Science (BS), Consumer Merchandising/Retailing Management
Marymount School of New York 1978 — 1986
Morgan Stanley January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley May 2005 - December 2012
Morgan Stanley December 2003 - April 2005
Morgan Stanley January 2000 - December 2003
Morgan Stanley January 2000 - December 2003
Education
Michigan State University 1986 — 1990
Bachelor of Science (BS), Consumer Merchandising/Retailing Management
Marymount School of New York 1978 — 1986
Peter Ritten, CFP® Peter Ritten, CFP®'s Morgan Stanley Experience July 2001 - August 2005
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS August 2005 - Present
Morgan Stanley July 2001 - August 2005
AnyDevice November 2000 - April 2001
WorldwideTesting.com 2000 - 2000
Computer Task Group/IBM 1997 - 2000
Skills
Series 7, Series 65, Series 31
Education
Miami University 1993 — 1997
Bachelor of Arts, International Studies
Miami University 1993 — 1997
Bachelor of Arts (BA) English/Journalism
Miami University John E. Dolibois European Center - Luxembourg 1997 — 1997
Western European Studies
St. Stanislaus 1988 — 1993
UBS August 2005 - Present
Morgan Stanley July 2001 - August 2005
AnyDevice November 2000 - April 2001
WorldwideTesting.com 2000 - 2000
Computer Task Group/IBM 1997 - 2000
Skills
Series 7, Series 65, Series 31
Education
Miami University 1993 — 1997
Bachelor of Arts, International Studies
Miami University 1993 — 1997
Bachelor of Arts (BA) English/Journalism
Miami University John E. Dolibois European Center - Luxembourg 1997 — 1997
Western European Studies
St. Stanislaus 1988 — 1993
James Estill James Estill's Morgan Stanley Experience May 2004 - August 2004
Job P&G Group Finance Manager Walmart Customer Team
Industry Consumer Goods
Experience
Procter & Gamble June 2006 - Present
PNC May 2005 - August 2005
Morgan Stanley May 2004 - August 2004
Alliance Mortgage Group May 2003 - August 2003
Skills
Forecasting, Financial Forecasting, Financial Analysis, Consumer Products, Financial Modeling, Cost Accounting, Competitive Analysis, Internal Controls, Sarbanes-Oxley Act, Cross-functional Team..., Strategic Financial..., Corporate Finance, Pricing Strategy, Pricing, Financial Reporting, SAP, Variance Analysis, Finance, P&L
Education
Miami University 2002 — 2006
BS, Finance
Miami University 2002 — 2006
Bachelor's degree, Accounting and Finance
Procter & Gamble June 2006 - Present
PNC May 2005 - August 2005
Morgan Stanley May 2004 - August 2004
Alliance Mortgage Group May 2003 - August 2003
Skills
Forecasting, Financial Forecasting, Financial Analysis, Consumer Products, Financial Modeling, Cost Accounting, Competitive Analysis, Internal Controls, Sarbanes-Oxley Act, Cross-functional Team..., Strategic Financial..., Corporate Finance, Pricing Strategy, Pricing, Financial Reporting, SAP, Variance Analysis, Finance, P&L
Education
Miami University 2002 — 2006
BS, Finance
Miami University 2002 — 2006
Bachelor's degree, Accounting and Finance
Christopher Peter Vaky Christopher Peter Vaky's Morgan Stanley Experience April 2008 - September 2009
Job Institutional Fixed Income Sales
Industry Investment Banking
Experience
Citi September 2010 - Present
Morgan Stanley April 2008 - September 2009
Deutsche Bank Securities July 2006 - July 2008
Education
Miami University
BS
Citi September 2010 - Present
Morgan Stanley April 2008 - September 2009
Deutsche Bank Securities July 2006 - July 2008
Education
Miami University
BS
James M. Gangloff, MBA James M. Gangloff, MBA's Morgan Stanley Experience August 1999 - December 2000
Job Registered Investment Advisor at JGA Wealth Management, LLC
Industry Financial Services
Experience
JGA Financials, LLC January 2010 - Present
JGA Health Solutions, LLC 2013 - Present
JGA Wealth Management, LLC 2014 - Present
Peregrine Financial Group January 2009 - January 2011
Advanced Equities (Transitioned from CIG) January 2007 - December 2008
Cincinnati Strategic Assets January 2004 - December 2006
Schaeffer's Investment Research January 2002 - February 2004
Morgan Stanley August 1999 - December 2000
Skills
Equities, Portfolio Management, Asset Allocation, direct sales, Consultative Selling, Consultation, Managed Futures, Futures, Bonds, Private Equity, Venture Capital, Financial Planning, Financial Analysis, Financial Markets, Hedging, Mutual Funds, ETFs, Derivatives, Equity Sales, Annuities, Fixed Annuities, Insurance, Employee Benefits, Market Analysis, Trading, Equity Trading, Portfolio Strategy, Portfolio Optimization, REITs, Spreads, Efficiency Management, Life Insurance, Estate Planning, Estate Tax Planning, Income Generation, Income Protection, Sales Growth, Diversification, Wealth Accumulation, Wealth Preservation, Wealth Transfer Planning, Wealth Management, Wealth Preservation..., Tax Analysis, Estate Preservation, Options, Finance, Medicare, Financial Services, Investments
Education
Xavier University - School of Business Administration
MBA, Accounting Concentration
Miami University 1995 — 1999
B.S. IN BUSINESS ADMINISTRATION, Marketing Major & Finance Minor
St. Xavier High 1991 — 1995
Honors Grad, College Preparatory High School - General Studies
JGA Financials, LLC January 2010 - Present
JGA Health Solutions, LLC 2013 - Present
JGA Wealth Management, LLC 2014 - Present
Peregrine Financial Group January 2009 - January 2011
Advanced Equities (Transitioned from CIG) January 2007 - December 2008
Cincinnati Strategic Assets January 2004 - December 2006
Schaeffer's Investment Research January 2002 - February 2004
Morgan Stanley August 1999 - December 2000
Skills
Equities, Portfolio Management, Asset Allocation, direct sales, Consultative Selling, Consultation, Managed Futures, Futures, Bonds, Private Equity, Venture Capital, Financial Planning, Financial Analysis, Financial Markets, Hedging, Mutual Funds, ETFs, Derivatives, Equity Sales, Annuities, Fixed Annuities, Insurance, Employee Benefits, Market Analysis, Trading, Equity Trading, Portfolio Strategy, Portfolio Optimization, REITs, Spreads, Efficiency Management, Life Insurance, Estate Planning, Estate Tax Planning, Income Generation, Income Protection, Sales Growth, Diversification, Wealth Accumulation, Wealth Preservation, Wealth Transfer Planning, Wealth Management, Wealth Preservation..., Tax Analysis, Estate Preservation, Options, Finance, Medicare, Financial Services, Investments
Education
Xavier University - School of Business Administration
MBA, Accounting Concentration
Miami University 1995 — 1999
B.S. IN BUSINESS ADMINISTRATION, Marketing Major & Finance Minor
St. Xavier High 1991 — 1995
Honors Grad, College Preparatory High School - General Studies
Michael Mezzadri Michael Mezzadri's Morgan Stanley Experience May 2006 - August 2006
Job M.D. Candidate at The University at Buffalo School of Medicine and Biomedical Sciences
Industry Hospital & Health Care
Experience
HowardCenter May 2013 - March 2014
Fletcher Allen Health Care August 2013 - December 2013
Roswell Park Cancer Institute September 2011 - December 2011
Northern Trust November 2009 - June 2011
Northern Trust October 2008 - September 2009
Huron Consulting Group September 2007 - August 2008
Morgan Stanley May 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Modeling, Valuation, Business Analysis, Business Valuation, Fixed Income, Financial Analysis, Entrepreneurship, Bloomberg, Data Analysis, Investments, Financial Reporting, Equities, Risk Management, Due Diligence, Portfolio Management, Corporate Finance
Education
University at Buffalo 2014 — 2018
Doctor of Medicine (M.D.)
University of Vermont 2012 — 2013
post-baccalaureate, pre-medical program
Miami University 2003 — 2007
BS, Finance/Entreprenuership
HowardCenter May 2013 - March 2014
Fletcher Allen Health Care August 2013 - December 2013
Roswell Park Cancer Institute September 2011 - December 2011
Northern Trust November 2009 - June 2011
Northern Trust October 2008 - September 2009
Huron Consulting Group September 2007 - August 2008
Morgan Stanley May 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Modeling, Valuation, Business Analysis, Business Valuation, Fixed Income, Financial Analysis, Entrepreneurship, Bloomberg, Data Analysis, Investments, Financial Reporting, Equities, Risk Management, Due Diligence, Portfolio Management, Corporate Finance
Education
University at Buffalo 2014 — 2018
Doctor of Medicine (M.D.)
University of Vermont 2012 — 2013
post-baccalaureate, pre-medical program
Miami University 2003 — 2007
BS, Finance/Entreprenuership
Imran Faridi Imran Faridi's Morgan Stanley Experience January 2013 - Present
Job Private Equity Attorney at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley January 2013 - Present
Calvary Portfolio Services July 2012 - January 2013
JPMorgan Chase April 2011 - July 2012
CERVANTES & CIOFFI LLP September 2008 - April 2011
Intel June 2006 - November 2007
Price Waterhouse Coopers September 2004 - August 2005
Crowe Horwath LLP July 2003 - September 2004
Comerica Bank June 2001 - July 2003
Skills
Corporate Law, Banking Law, Legal Compliance, Contract Negotiation, Contract Management, Compliance Audits, SEC compliance, Negotiation, Negotiating Contracts, Contract Negotiations, Contract Review, Contract Writing, Powers of Attorney, legal counsel, Patent Drafting, Due Diligence, M&A due diligence, Auditing, Internal Audit, Loan Structuring, loan documentation, Restructuring, Document Drafting, Loans, Commercial Litigation, Patents
Education
Santa Clara University School of Law 2005 — 2008
Juris Doctorate, Corporate Law
Michigan State University 1997 — 2001
Bachelor of Science, Finance
Morgan Stanley January 2013 - Present
Calvary Portfolio Services July 2012 - January 2013
JPMorgan Chase April 2011 - July 2012
CERVANTES & CIOFFI LLP September 2008 - April 2011
Intel June 2006 - November 2007
Price Waterhouse Coopers September 2004 - August 2005
Crowe Horwath LLP July 2003 - September 2004
Comerica Bank June 2001 - July 2003
Skills
Corporate Law, Banking Law, Legal Compliance, Contract Negotiation, Contract Management, Compliance Audits, SEC compliance, Negotiation, Negotiating Contracts, Contract Negotiations, Contract Review, Contract Writing, Powers of Attorney, legal counsel, Patent Drafting, Due Diligence, M&A due diligence, Auditing, Internal Audit, Loan Structuring, loan documentation, Restructuring, Document Drafting, Loans, Commercial Litigation, Patents
Education
Santa Clara University School of Law 2005 — 2008
Juris Doctorate, Corporate Law
Michigan State University 1997 — 2001
Bachelor of Science, Finance
Brendan Kelly Brendan Kelly's Morgan Stanley Experience July 2010 - December 2010
Job Commercial Banking Associate M&T Bank
Industry Banking
Experience
M&T Bank August 2011 - Present
Morgan Stanley July 2010 - December 2010
M&T Bank July 2007 - June 2009
MTB Funds April 2005 - July 2007
M&T Bank June 2004 - April 2005
Skills
Financial Modeling, Hedge Funds, Strategic Financial..., Competitive Analysis, Financial Analysis, Corporate Finance, Finance, Investments, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Credit Risk, Management
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, Finance
Miami University 2000 — 2004
Bachelor of Science (BS), Business
M&T Bank August 2011 - Present
Morgan Stanley July 2010 - December 2010
M&T Bank July 2007 - June 2009
MTB Funds April 2005 - July 2007
M&T Bank June 2004 - April 2005
Skills
Financial Modeling, Hedge Funds, Strategic Financial..., Competitive Analysis, Financial Analysis, Corporate Finance, Finance, Investments, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Credit Risk, Management
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, Finance
Miami University 2000 — 2004
Bachelor of Science (BS), Business
Matthew Kolb Matthew Kolb's Morgan Stanley Experience May 2004 - September 2005
Job SVP Head of BizDev Benzinga (Financial Content & Market Data APIs)
Industry Financial Services
Experience
Benzinga March 2013 - Present
Benzinga March 2013 - Present
ING June 2008 - August 2011
ING Funds March 2007 - June 2008
ING Funds March 2006 - June 2006
Morgan Stanley May 2004 - September 2005
Skills
Mutual Funds, Separately Managed..., Series 7, Series 66, Wholesale, Institutional, Closed-end Funds, Sales, Uniform Combined State..., Investments, Series 63, Alternative Investments, Portfolio Management, Leadership, Entrepreneurship, Financial Modeling, Financial Services, Financial Markets, Finance, Mergers & Acquisitions, Options, Business Development, Investment Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Asset Management, Equities, Securities, Wealth Management, Fixed Income, Trading, Competitive Analysis, Bonds, Capital Markets, Bloomberg, Hedge Funds, CRM, Strategic Financial...
Education
Michigan State University 1999 — 2004
Business, Finance
Michigan State University 1999 — 2004
BA, Economics
Walled Lake Western 1995 — 1999
Benzinga March 2013 - Present
Benzinga March 2013 - Present
ING June 2008 - August 2011
ING Funds March 2007 - June 2008
ING Funds March 2006 - June 2006
Morgan Stanley May 2004 - September 2005
Skills
Mutual Funds, Separately Managed..., Series 7, Series 66, Wholesale, Institutional, Closed-end Funds, Sales, Uniform Combined State..., Investments, Series 63, Alternative Investments, Portfolio Management, Leadership, Entrepreneurship, Financial Modeling, Financial Services, Financial Markets, Finance, Mergers & Acquisitions, Options, Business Development, Investment Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Asset Management, Equities, Securities, Wealth Management, Fixed Income, Trading, Competitive Analysis, Bonds, Capital Markets, Bloomberg, Hedge Funds, CRM, Strategic Financial...
Education
Michigan State University 1999 — 2004
Business, Finance
Michigan State University 1999 — 2004
BA, Economics
Walled Lake Western 1995 — 1999
Katherine Killeen Katherine Killeen's Morgan Stanley Experience June 2011 - August 2011
Job Broker Associate MidAmerica Real Estate Group
Industry Commercial Real Estate
Experience
Mid-America Real Estate Group June 2014 - Present
Best Bark Media May 2013 - August 2013
Schulte Sports May 2013 - August 2013
Urban Chic Boutique May 2012 - December 2012
Washington Fine Properties June 2012 - August 2012
Mussel Bar June 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Clyde's Restaurant Group June 2010 - August 2010
Capitol Hill June 2009 - August 2009
Marymount University May 2009 - August 2009
Skills
Research, Sales, Social Media, Press Releases, Public Relations, Editing, Event Planning, Facebook, Media Relations, Public Speaking, Strategic Communications, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Social Networking, Blogging
Education
Miami University 2010 — 2014
Bachelor's degree, Mass Communication/Media Studies, Senior
Study Abroad CEA Global Education
Georgetown Visitation Preparatory School 2006 — 2010
Mid-America Real Estate Group June 2014 - Present
Best Bark Media May 2013 - August 2013
Schulte Sports May 2013 - August 2013
Urban Chic Boutique May 2012 - December 2012
Washington Fine Properties June 2012 - August 2012
Mussel Bar June 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Clyde's Restaurant Group June 2010 - August 2010
Capitol Hill June 2009 - August 2009
Marymount University May 2009 - August 2009
Skills
Research, Sales, Social Media, Press Releases, Public Relations, Editing, Event Planning, Facebook, Media Relations, Public Speaking, Strategic Communications, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Social Networking, Blogging
Education
Miami University 2010 — 2014
Bachelor's degree, Mass Communication/Media Studies, Senior
Study Abroad CEA Global Education
Georgetown Visitation Preparatory School 2006 — 2010
Clare Finnegan Clare Finnegan's Morgan Stanley Experience September 2015 - Present
Job Recruiting Coordinator at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley September 2015 - Present
Jeffrey Dodd May 2014 - July 2014
Small Joys May 2010 - July 2014
Boho Pretty August 2013 - May 2014
Sister Parish Design June 2013 - August 2013
Skills
Microsoft Excel, Photoshop, Social Media Marketing, Communication Skills, Social Media, Facebook, Microsoft Word, Teamwork, Public Relations
Education
Miami University 2011 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Convent of the Sacred Heart, CT 2007 — 2011
Diploma
Morgan Stanley September 2015 - Present
Jeffrey Dodd May 2014 - July 2014
Small Joys May 2010 - July 2014
Boho Pretty August 2013 - May 2014
Sister Parish Design June 2013 - August 2013
Skills
Microsoft Excel, Photoshop, Social Media Marketing, Communication Skills, Social Media, Facebook, Microsoft Word, Teamwork, Public Relations
Education
Miami University 2011 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Convent of the Sacred Heart, CT 2007 — 2011
Diploma
Joel Staffilino Joel Staffilino's Morgan Stanley Experience May 1999 - November 1999
Job Vice President of Acquisitions / Operations At Glimcher Group
Industry Commercial Real Estate
Experience
Phillips Edison & Company December 2013 - May 2015
Phillips Edison & Company July 2010 - December 2013
Phillips Edison & Company January 2009 - July 2010
Phillips Edison & Company October 2007 - January 2009
Phillips Edison & Company January 2006 - October 2007
Fidelity Investments November 1999 - November 2005
Morgan Stanley May 1999 - November 1999
Skills
Real Estate, Asset Managment, Financial Modeling, Contract Negotiation, Investor Relations, Shopping Centers, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Leases, Disposition, Investment Properties, Underwriting, Asset Management, Portfolio Management, Finance, Real Estate Development, Brokerage, Valuation, Investors, Analysis, Acquisitions, Mergers & Acquisitions, Tenant, Accounting, Financial Analysis, Location Intelligence, Due Diligence, Corporate Real Estate, Investments, Sales, Property Management, Landlords, Dispositions
Education
Xavier University - School of Business Administration 2001 — 2004
MBA
Miami University 1995 — 1999
BS, Business
Phillips Edison & Company December 2013 - May 2015
Phillips Edison & Company July 2010 - December 2013
Phillips Edison & Company January 2009 - July 2010
Phillips Edison & Company October 2007 - January 2009
Phillips Edison & Company January 2006 - October 2007
Fidelity Investments November 1999 - November 2005
Morgan Stanley May 1999 - November 1999
Skills
Real Estate, Asset Managment, Financial Modeling, Contract Negotiation, Investor Relations, Shopping Centers, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Leases, Disposition, Investment Properties, Underwriting, Asset Management, Portfolio Management, Finance, Real Estate Development, Brokerage, Valuation, Investors, Analysis, Acquisitions, Mergers & Acquisitions, Tenant, Accounting, Financial Analysis, Location Intelligence, Due Diligence, Corporate Real Estate, Investments, Sales, Property Management, Landlords, Dispositions
Education
Xavier University - School of Business Administration 2001 — 2004
MBA
Miami University 1995 — 1999
BS, Business
Terrence Waldron's Morgan Stanley Experience February 2003 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2003 - Present
JPMorgan Chase February 1992 - February 2003
Skills
Portfolio Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Entrepreneurship, Management Consulting, Family Office, Series 7, Equities, Fixed Income
Education
Michigan State University 1986 — 1991
Morgan Stanley February 2003 - Present
JPMorgan Chase February 1992 - February 2003
Skills
Portfolio Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Entrepreneurship, Management Consulting, Family Office, Series 7, Equities, Fixed Income
Education
Michigan State University 1986 — 1991
Rajeev Shahani's Morgan Stanley Experience May 2004 - August 2004
Job Graduate Research Assistant at Wayne State University
Industry Health, Wellness and Fitness
Experience
Sur La Table May 2015 - Present
Fitness 19 April 2012 - December 2014
Wayne State University May 2012 - December 2013
Heritage 1981 November 2009 - June 2010
U.S. Department of Energy June 2007 - April 2008
Kelly Services January 2007 - February 2007
Oppenheimer and Co. May 2005 - July 2005
Morgan Stanley May 2004 - August 2004
Skills
C++, Econometrics, Stata, Matlab, Minitab, Nutrition, Nutritional Analysis, Lipids, Vitamins, Molecular Biology, Food Safety, Data Analysis, Research, Food Science, Public Health, Laboratory, Microbiology, R, SPSS, Food, PCR, Science, Nutrition Education, Public Speaking, Health Promotion, Life Sciences, Strategic Planning, Leadership, Management, Statistics
Education
Wayne State University 2011 — 2013
Masters, Nutrition and Food Science
University of Michigan 2003 — 2005
B.S., Applied Mathematics
Michigan State University 2001 — 2002
Sur La Table May 2015 - Present
Fitness 19 April 2012 - December 2014
Wayne State University May 2012 - December 2013
Heritage 1981 November 2009 - June 2010
U.S. Department of Energy June 2007 - April 2008
Kelly Services January 2007 - February 2007
Oppenheimer and Co. May 2005 - July 2005
Morgan Stanley May 2004 - August 2004
Skills
C++, Econometrics, Stata, Matlab, Minitab, Nutrition, Nutritional Analysis, Lipids, Vitamins, Molecular Biology, Food Safety, Data Analysis, Research, Food Science, Public Health, Laboratory, Microbiology, R, SPSS, Food, PCR, Science, Nutrition Education, Public Speaking, Health Promotion, Life Sciences, Strategic Planning, Leadership, Management, Statistics
Education
Wayne State University 2011 — 2013
Masters, Nutrition and Food Science
University of Michigan 2003 — 2005
B.S., Applied Mathematics
Michigan State University 2001 — 2002
Amar Yashlaha's Morgan Stanley Experience January 2006 - August 2007
Job User Migration Consultant at JPMorgan Chase
Industry Information Technology and Services
Experience
Teradata May 2001 - Present
Financial Services Company June 2012 - October 2014
Financial Services Company August 2011 - June 2012
Pfizer November 2008 - July 2011
GlaxoSmithKline August 2007 - November 2008
Washington Mutual Bank June 2008 - October 2008
Morgan Stanley January 2006 - August 2007
GE Capital 2004 - 2005
Kelly Services March 2003 - April 2004
The Goodyear Tire & Rubber Company January 2002 - February 2003
Skills
Data Modeling, Data Warehousing, Oracle, Teradata, Data Migration, ETL, Business Intelligence, Informatica, Enterprise Architecture, SQL, Solution Architecture, Business Process, Software Development, Business Intelligence...
Education
Michigan State University 1998 — 2000
MS, Electrical Engineering
University of Mumbai 1994 — 1998
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class with Honors
Teradata May 2001 - Present
Financial Services Company June 2012 - October 2014
Financial Services Company August 2011 - June 2012
Pfizer November 2008 - July 2011
GlaxoSmithKline August 2007 - November 2008
Washington Mutual Bank June 2008 - October 2008
Morgan Stanley January 2006 - August 2007
GE Capital 2004 - 2005
Kelly Services March 2003 - April 2004
The Goodyear Tire & Rubber Company January 2002 - February 2003
Skills
Data Modeling, Data Warehousing, Oracle, Teradata, Data Migration, ETL, Business Intelligence, Informatica, Enterprise Architecture, SQL, Solution Architecture, Business Process, Software Development, Business Intelligence...
Education
Michigan State University 1998 — 2000
MS, Electrical Engineering
University of Mumbai 1994 — 1998
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class with Honors
Adam Girard's Morgan Stanley Experience 1994 - 1998
Job AVP Learning Infrastructure and Governance at MetLife
Industry Financial Services
Experience
MetLife December 2013 - Present
Bank of America April 2005 - December 2013
Deutsche Bank 1998 - March 2005
Morgan Stanley 1994 - 1998
Education
Miami University 1991 — 1992
Master of Business Administration (MBA), Organizational Behavior
Miami University 1987 — 1991
Bachelor of Arts (BA), International Studies, Focus: East Asia
MetLife December 2013 - Present
Bank of America April 2005 - December 2013
Deutsche Bank 1998 - March 2005
Morgan Stanley 1994 - 1998
Education
Miami University 1991 — 1992
Master of Business Administration (MBA), Organizational Behavior
Miami University 1987 — 1991
Bachelor of Arts (BA), International Studies, Focus: East Asia
Benjamin Olson's Morgan Stanley Experience May 2004 - August 2004
Job Managing Director, Partner at Forest Capital Management
Industry Financial Services
Experience
Forest Capital Management June 2014 - Present
Embree Financial Group 2006 - June 2014
Morgan Stanley May 2004 - August 2004
Skills
Investments, Valuation, Financial Services, Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, Due Diligence
Education
Miami University 2003 — 2005
Bachelor of Arts (B.A.), Economics
Forest Capital Management June 2014 - Present
Embree Financial Group 2006 - June 2014
Morgan Stanley May 2004 - August 2004
Skills
Investments, Valuation, Financial Services, Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, Due Diligence
Education
Miami University 2003 — 2005
Bachelor of Arts (B.A.), Economics
Barry Ko's Morgan Stanley Experience September 2010 - January 2013
Job
Industry Investment Banking
Experience
Jefferies LLP January 2013 - Present
Morgan Stanley September 2010 - January 2013
Deloitte & Touche February 1997 - September 2010
Skills
Enterprise Risk..., Information Security..., IT Risk Management, IT Security Assessments, Cyber-security, Information Security..., Information Security, Data Classification, IT Security Policies &..., IT Compliance, Business Process..., Internal Controls, Operational Risk, IT Audit, Sarbanes-Oxley Act, SAS70, Internal Audit, CISA, COBIT, Operational Risk..., Financial Risk, Vendor Management, Sarbanes-Oxley, Change Management, COSO
Education
Miami University 1992 — 1997
Accounting
Jefferies LLP January 2013 - Present
Morgan Stanley September 2010 - January 2013
Deloitte & Touche February 1997 - September 2010
Skills
Enterprise Risk..., Information Security..., IT Risk Management, IT Security Assessments, Cyber-security, Information Security..., Information Security, Data Classification, IT Security Policies &..., IT Compliance, Business Process..., Internal Controls, Operational Risk, IT Audit, Sarbanes-Oxley Act, SAS70, Internal Audit, CISA, COBIT, Operational Risk..., Financial Risk, Vendor Management, Sarbanes-Oxley, Change Management, COSO
Education
Miami University 1992 — 1997
Accounting
Daniel S. Leritz's Morgan Stanley Experience 2001 - 2001
Job President & Portfolio Manager at Catapult Investment Management, L.L.C.
Industry Investment Management
Experience
Catapult Investment Management, L.L.C. September 2009 - Present
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
Morgan Keegan February 2009 - September 2009
Daedalus Capital, L.L.C. January 2006 - August 2008
Sparrow Capital Management, L.L.C. 2005 - 2005
Independent Political Consultant 2002 - 2004
Morgan Stanley 2001 - 2001
Skills
Portfolio Management, Investments, Equities, Hedge Funds
Education
Saint Louis University 2004 — 2011
MBA, Masters in International Business
Miami University 1995 — 1999
BA, BA-ITS, International Studies, Diplomacy & Foreign Affairs, Political Science
Saint Louis University High School
Catapult Investment Management, L.L.C. September 2009 - Present
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
Morgan Keegan February 2009 - September 2009
Daedalus Capital, L.L.C. January 2006 - August 2008
Sparrow Capital Management, L.L.C. 2005 - 2005
Independent Political Consultant 2002 - 2004
Morgan Stanley 2001 - 2001
Skills
Portfolio Management, Investments, Equities, Hedge Funds
Education
Saint Louis University 2004 — 2011
MBA, Masters in International Business
Miami University 1995 — 1999
BA, BA-ITS, International Studies, Diplomacy & Foreign Affairs, Political Science
Saint Louis University High School
Lawrence J. Kearney Jr's Morgan Stanley Experience January 2007 - February 2010
Job Financial Advisor at Raymond James Financial Services, Inc.., 7346763807
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 2010 - Present
Morgan Stanley January 2007 - February 2010
Merrill Lynch March 2003 - January 2007
Old Kent Bank / Fifth Third Bank October 1994 - February 2002
Husky Envelope Products February 1992 - June 1994
Manufacturers National Bank of Detroit June 1979 - February 1992
Skills
Equities, Wealth Management, Fixed Income, Equity Research, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 66, Uniform Combined State..., Retirement, Investment Strategies, Investments, Finance, Retirement Planning, Financial Advisory, Securities, FINRA, Investment Advisory, Series 63, Asset Allocation
Education
University of Detroit Mercy 1977 — 1979
MBA, Finance
Michigan State University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Riverview Gabriel Richard Catholic High School 1969 — 1973
Raymond James Financial Services, Inc. March 2010 - Present
Morgan Stanley January 2007 - February 2010
Merrill Lynch March 2003 - January 2007
Old Kent Bank / Fifth Third Bank October 1994 - February 2002
Husky Envelope Products February 1992 - June 1994
Manufacturers National Bank of Detroit June 1979 - February 1992
Skills
Equities, Wealth Management, Fixed Income, Equity Research, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 66, Uniform Combined State..., Retirement, Investment Strategies, Investments, Finance, Retirement Planning, Financial Advisory, Securities, FINRA, Investment Advisory, Series 63, Asset Allocation
Education
University of Detroit Mercy 1977 — 1979
MBA, Finance
Michigan State University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Riverview Gabriel Richard Catholic High School 1969 — 1973
Peter Sowden, CFA's Morgan Stanley Experience October 2003 - October 2004
Job Portfolio Manager/Financial Advisor at Atwood & Palmer, Inc.
Industry Investment Management
Experience
Atwood & Palmer, Inc. November 2006 - Present
Legacy Investment Partners LLC October 2004 - October 2006
Morgan Stanley October 2003 - October 2004
Skills
Investments, Asset Management, Financial Analysis, Strategy, Finance
Education
Miami University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Atwood & Palmer, Inc. November 2006 - Present
Legacy Investment Partners LLC October 2004 - October 2006
Morgan Stanley October 2003 - October 2004
Skills
Investments, Asset Management, Financial Analysis, Strategy, Finance
Education
Miami University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Devon Maggio's Morgan Stanley Experience May 2014 - Present
Job Vice President at Morgan Stanley
Industry Insurance
Experience
Morgan Stanley May 2014 - Present
AIG February 2013 - April 2014
AIG January 2012 - February 2013
AIG August 2010 - June 2012
AIG June 2008 - August 2010
Galaxy Associates June 2004 - June 2008
WMWA May 2003 - June 2004
Skills
Financial Analysis, Variance Analysis, Financial Reporting, Forecasting, Financial Modeling, Capital Budgeting, Budget Management, Project Finance, Project Portfolio..., Valuation
Education
Xavier University 2005 — 2008
MBA, Finance
Miami University 1999 — 2003
BS in Business, Marketing, Economics
James A. Garfield 1996 — 1999
Morgan Stanley May 2014 - Present
AIG February 2013 - April 2014
AIG January 2012 - February 2013
AIG August 2010 - June 2012
AIG June 2008 - August 2010
Galaxy Associates June 2004 - June 2008
WMWA May 2003 - June 2004
Skills
Financial Analysis, Variance Analysis, Financial Reporting, Forecasting, Financial Modeling, Capital Budgeting, Budget Management, Project Finance, Project Portfolio..., Valuation
Education
Xavier University 2005 — 2008
MBA, Finance
Miami University 1999 — 2003
BS in Business, Marketing, Economics
James A. Garfield 1996 — 1999
Drew Ashley's Morgan Stanley Experience 2004 - 2005
Job KeyBanc Capital Markets Leveraged Finance
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2013 - Present
KeyBank May 2006 - July 2013
PPM America 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Business Development
Education
Miami University 2000 — 2004
Bachelor of Science, Bachelor of Arts, Finance and Political Science
KeyBanc Capital Markets July 2013 - Present
KeyBank May 2006 - July 2013
PPM America 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Business Development
Education
Miami University 2000 — 2004
Bachelor of Science, Bachelor of Arts, Finance and Political Science
R. Dennis Mooney III's Morgan Stanley Experience May 2002 - August 2004
Job Relationship Manager II at KeyBank, Licensed Series 6
Industry Banking
Experience
KeyBank January 2013 - Present
Fifth Third Bank August 2004 - January 2013
Morgan Stanley May 2002 - August 2004
Skills
Banking, Sales, Credit, Credit Analysis, Financial Analysis, Cross Selling, Cold Calling, Banking Relationships, Commercial Real Estate, Management, Mortgage Lending, Warm Calling, Sales Management..., Property Management, Property Maintenance, Credit Risk, Customer Relations, Due Diligence, Finance, Referrals
Education
Miami University 1998 — 2002
Bachelor's degree, Finance
Gilmour Academy 1994 — 1998
KeyBank January 2013 - Present
Fifth Third Bank August 2004 - January 2013
Morgan Stanley May 2002 - August 2004
Skills
Banking, Sales, Credit, Credit Analysis, Financial Analysis, Cross Selling, Cold Calling, Banking Relationships, Commercial Real Estate, Management, Mortgage Lending, Warm Calling, Sales Management..., Property Management, Property Maintenance, Credit Risk, Customer Relations, Due Diligence, Finance, Referrals
Education
Miami University 1998 — 2002
Bachelor's degree, Finance
Gilmour Academy 1994 — 1998
Stephen Blumenfeld's Morgan Stanley Experience November 2005 - May 2010
Job Vice President Alternative Investments Product Services at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management May 2010 - Present
Morgan Stanley November 2005 - May 2010
Education
The George Washington University Law School 1998 — 2001
JD, Law
Michigan State University 1994 — 1998
Goldman Sachs Asset Management May 2010 - Present
Morgan Stanley November 2005 - May 2010
Education
The George Washington University Law School 1998 — 2001
JD, Law
Michigan State University 1994 — 1998
Dan McCombs's Morgan Stanley Experience January 1992 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1992 - Present
Education
Michigan State University 1988 — 1991
BA, Business - Finance
Morgan Stanley January 1992 - Present
Education
Michigan State University 1988 — 1991
BA, Business - Finance
Leah Cracchiolo's Morgan Stanley Experience January 2007 - May 2007
Job Senior Business Consultant at Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate FCU May 2008 - Present
Morgan Stanley January 2007 - May 2007
Skills
Business Development, Account Management
Education
Wayne State University 2009 — 2012
MBA
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Marketing
Alloya Corporate FCU May 2008 - Present
Morgan Stanley January 2007 - May 2007
Skills
Business Development, Account Management
Education
Wayne State University 2009 — 2012
MBA
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Marketing
Brett Bilins's Morgan Stanley Experience August 2005 - March 2009
Job Vice President Prime Brokerage at Merrill Lynch
Industry Financial Services
Experience
Credit Suisse April 2009 - September 2010
Morgan Stanley August 2005 - March 2009
US Bank July 2002 - May 2004
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Equities, Derivatives, Series 7, Equity Derivatives, Series 63, Finance, Mutual Funds, Relationship Management
Education
Miami University 1996 — 2001
Bachelor of Arts & Sciences
Dublin Scioto High School 1992 — 1996
Credit Suisse April 2009 - September 2010
Morgan Stanley August 2005 - March 2009
US Bank July 2002 - May 2004
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Equities, Derivatives, Series 7, Equity Derivatives, Series 63, Finance, Mutual Funds, Relationship Management
Education
Miami University 1996 — 2001
Bachelor of Arts & Sciences
Dublin Scioto High School 1992 — 1996
Brienne Gillis's Morgan Stanley Experience September 2005 - April 2006
Job Manager National Purchasing Services at PulteGroup
Industry Real Estate
Experience
PulteGroup March 2014 - Present
PulteGroup July 2013 - February 2014
PulteGroup January 2012 - June 2013
PulteGroup May 2010 - January 2012
MedSource March 2009 - March 2010
Pulte Homes May 2006 - October 2008
Morgan Stanley September 2005 - April 2006
Skills
Contract Negotiation, Selling, Contract Management, Purchasing, Real Estate, Negotiation, Marketing, Leadership, Recruiting, Forecasting, Budgets, Sales, Team Building, Account Management
Education
Michigan State University 2002 — 2006
Bachelor of Arts in Business Administration, Marketing
PulteGroup March 2014 - Present
PulteGroup July 2013 - February 2014
PulteGroup January 2012 - June 2013
PulteGroup May 2010 - January 2012
MedSource March 2009 - March 2010
Pulte Homes May 2006 - October 2008
Morgan Stanley September 2005 - April 2006
Skills
Contract Negotiation, Selling, Contract Management, Purchasing, Real Estate, Negotiation, Marketing, Leadership, Recruiting, Forecasting, Budgets, Sales, Team Building, Account Management
Education
Michigan State University 2002 — 2006
Bachelor of Arts in Business Administration, Marketing
Richard Gledhill's Morgan Stanley Experience 2004 - 2006
Job Director, Practice Management Consultant at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2006 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2004
Morgan Stanley 2001 - 2002
Morgan Stanley September 1999 - October 2001
Skills
Certified Professional..., Kolbe Certified..., Myers Briggs Certified..., Certified Professional..., Certified Professional..., Series 7, Asset Allocation, Valuation, FINRA, Strategy, Wealth Management, Investments, Series 63, Leadership, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, ETFs, Securities, Financial Advisory, Retirement, Change Management, Performance Management, Leadership Development, Cultural Diversity
Education
Michigan State University 1988 — 1993
B.S., Interdisciplinary Studies Human Resources and Society
Bank of America Merrill Lynch June 2006 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2004
Morgan Stanley 2001 - 2002
Morgan Stanley September 1999 - October 2001
Skills
Certified Professional..., Kolbe Certified..., Myers Briggs Certified..., Certified Professional..., Certified Professional..., Series 7, Asset Allocation, Valuation, FINRA, Strategy, Wealth Management, Investments, Series 63, Leadership, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, ETFs, Securities, Financial Advisory, Retirement, Change Management, Performance Management, Leadership Development, Cultural Diversity
Education
Michigan State University 1988 — 1993
B.S., Interdisciplinary Studies Human Resources and Society
Mace Ishida's Morgan Stanley Experience 2010 - 2011
Job Manager Produce Wendy's Quality Supply Chain Cooperative, Inc.
Industry Logistics and Supply Chain
Experience
Wendy's Quality Supply Chain Cooperative, Inc. July 2013 - Present
Wendy's Quality Supply Chain Cooperative, Inc. December 2012 - Present
Wendy's Quality Supply Chain Cooperative, Inc. July 2011 - Present
Morgan Stanley 2010 - 2011
Morgan Stanley 2009 - 2010
Skills
Forecasting, Data Analysis, Pricing, Financial Analysis, Cross-functional Team..., Supply Chain Management, Business Analysis, Analysis, Strategic Planning, Competitive Analysis, Project Management, Microsoft Excel, Product Management, Business Strategy, Access, Purchasing, Purchasing Negotiation, Purchase Contracts, Program Management, Demand Supply Planning, Vendor Relationship..., Frozen Food, Fresh Produce, Sales Management, Sales Hiring, Inventory Management, Leadership, Management
Education
Miami University
Bachelor's degree, Finance
Wendy's Quality Supply Chain Cooperative, Inc. July 2013 - Present
Wendy's Quality Supply Chain Cooperative, Inc. December 2012 - Present
Wendy's Quality Supply Chain Cooperative, Inc. July 2011 - Present
Morgan Stanley 2010 - 2011
Morgan Stanley 2009 - 2010
Skills
Forecasting, Data Analysis, Pricing, Financial Analysis, Cross-functional Team..., Supply Chain Management, Business Analysis, Analysis, Strategic Planning, Competitive Analysis, Project Management, Microsoft Excel, Product Management, Business Strategy, Access, Purchasing, Purchasing Negotiation, Purchase Contracts, Program Management, Demand Supply Planning, Vendor Relationship..., Frozen Food, Fresh Produce, Sales Management, Sales Hiring, Inventory Management, Leadership, Management
Education
Miami University
Bachelor's degree, Finance
Joe Zarr's Morgan Stanley Experience May 2008 - Present
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management
Education
Miami University
Master of Business Administration (MBA), Finance, General
Morgan Stanley May 2008 - Present
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management
Education
Miami University
Master of Business Administration (MBA), Finance, General
Stephen Fox's Morgan Stanley Experience January 1998 - October 2013
Job Managing Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2013 - Present
Morgan Stanley January 1998 - October 2013
Skills
Series 7, Series 63, Series 24, Series 53, Wealth Management, Alternative Investments, Fixed Income, Equities, Investments, Asset Allocation, Capital Markets, Securities, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds, Bloomberg
Education
Miami University 1993 — 1997
BS, Finance
Nuveen Investments October 2013 - Present
Morgan Stanley January 1998 - October 2013
Skills
Series 7, Series 63, Series 24, Series 53, Wealth Management, Alternative Investments, Fixed Income, Equities, Investments, Asset Allocation, Capital Markets, Securities, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds, Bloomberg
Education
Miami University 1993 — 1997
BS, Finance
Colleen O'Callaghan's Morgan Stanley Experience May 2008 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Lehman Brothers December 2000 - May 2008
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Securities, Capital Markets, Prime Brokerage, Series 63, Investment Banking, Derivatives, Investments, Electronic Trading, Asset Managment, Wealth Management, Private Equity, Series 24, Securities Lending, Trading Systems, Equity Derivatives
Education
Miami University 1991 — 1995
BA, Political Science and History
Morgan Stanley May 2008 - Present
Lehman Brothers December 2000 - May 2008
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Securities, Capital Markets, Prime Brokerage, Series 63, Investment Banking, Derivatives, Investments, Electronic Trading, Asset Managment, Wealth Management, Private Equity, Series 24, Securities Lending, Trading Systems, Equity Derivatives
Education
Miami University 1991 — 1995
BA, Political Science and History
John D. Stewart, CFA's Morgan Stanley Experience June 2002 - September 2003
Job Vice President, Trust Investment Officer at Farmers Trust Company
Industry Investment Management
Experience
Farmers Trust Company September 2013 - Present
Tippecanoe Capital Management August 2012 - August 2013
Edward Jones April 2009 - August 2012
Schaeffer's Investment Research September 2003 - December 2008
Morgan Stanley June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, Business Development, Equities, Investment Strategies, Equity options, Options trading, Options, Asset Management, Valuation, Portfolio Management, Investments, Equity Research, Asset Allocation, Due Diligence, Finance, Investment Advisory, Trading
Education
Miami University 1998 — 2002
B.S. Business, Finance/Statistics
Strongsville High School 1994 — 1998
College Prep
Farmers Trust Company September 2013 - Present
Tippecanoe Capital Management August 2012 - August 2013
Edward Jones April 2009 - August 2012
Schaeffer's Investment Research September 2003 - December 2008
Morgan Stanley June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, Business Development, Equities, Investment Strategies, Equity options, Options trading, Options, Asset Management, Valuation, Portfolio Management, Investments, Equity Research, Asset Allocation, Due Diligence, Finance, Investment Advisory, Trading
Education
Miami University 1998 — 2002
B.S. Business, Finance/Statistics
Strongsville High School 1994 — 1998
College Prep
Greg Krolikowski's Morgan Stanley Experience June 2010 - June 2012
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2012 - Present
Morgan Stanley June 2010 - June 2012
Merrill Lynch October 1994 - September 2006
Skills
Investments, Loan Origination, Corporate Finance, Financial Modeling, Asset Allocation, Equities, Strategic Financial..., Loans, Portfolio Management, Risk Management, Private Banking, FINRA, Wealth Management, Bloomberg, Credit Analysis, Investment Strategies, Retirement Planning, Fixed Income, Financial Advisory, Financial Markets, Mortgage Lending, Alternative Investments, Hedge Funds, Series 7, Credit, Series 63, Securities, Private Equity, Mutual Funds, Capital Markets
Education
Miami University
Finance
Goldman Sachs June 2012 - Present
Morgan Stanley June 2010 - June 2012
Merrill Lynch October 1994 - September 2006
Skills
Investments, Loan Origination, Corporate Finance, Financial Modeling, Asset Allocation, Equities, Strategic Financial..., Loans, Portfolio Management, Risk Management, Private Banking, FINRA, Wealth Management, Bloomberg, Credit Analysis, Investment Strategies, Retirement Planning, Fixed Income, Financial Advisory, Financial Markets, Mortgage Lending, Alternative Investments, Hedge Funds, Series 7, Credit, Series 63, Securities, Private Equity, Mutual Funds, Capital Markets
Education
Miami University
Finance
Vana Kokkinos's Morgan Stanley Experience May 2004 - May 2007
Job Project Manager, Kellogg's Digital Workspace Librarian at Schawk!
Industry Marketing and Advertising
Experience
Schawk! December 2013 - Present
Tempo Vino Winery of Kalamazoo December 2012 - Present
TLC Animal Hospital May 2009 - October 2012
Scholarships, Inc. August 2007 - August 2008
Morgan Stanley May 2004 - May 2007
Skills
Marketing Strategy, Marketing, Leadership, Wealth Management, Event Management, Mutual Funds, Investment Strategies, Strategic Planning, Team Leadership, PowerPoint, Microsoft Office, Marketing Communications, Spanish, Series 7, Social Media Marketing, Product Marketing, Adobe Design Programs, Mac, Photoshop
Education
Michigan State University 2000 — 2004
BA, Marketing
Schawk! December 2013 - Present
Tempo Vino Winery of Kalamazoo December 2012 - Present
TLC Animal Hospital May 2009 - October 2012
Scholarships, Inc. August 2007 - August 2008
Morgan Stanley May 2004 - May 2007
Skills
Marketing Strategy, Marketing, Leadership, Wealth Management, Event Management, Mutual Funds, Investment Strategies, Strategic Planning, Team Leadership, PowerPoint, Microsoft Office, Marketing Communications, Spanish, Series 7, Social Media Marketing, Product Marketing, Adobe Design Programs, Mac, Photoshop
Education
Michigan State University 2000 — 2004
BA, Marketing
John Marzonie's Morgan Stanley Experience November 1997 - April 2007
Job Director Fixed Income at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers April 2007 - September 2008
Morgan Stanley November 1997 - April 2007
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Hedge Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Credit Suisse September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers April 2007 - September 2008
Morgan Stanley November 1997 - April 2007
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Hedge Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Robert S Gay's Morgan Stanley Experience August 1985 - December 1991
Job Managing Partner, Fenwick Advisers
Industry Investment Management
Experience
Monarch Wind Power LLC January 2007 - Present
Fenwick Advisers LLC 2005 - Present
Bankers Trust January 1991 - June 1999
Morgan Stanley August 1985 - December 1991
Board of Governors of Federal Reserve 1977 - 1985
Skills
Alternative Energy, Wind, Energy, Investment Portfolio..., Tail Risk Hedging, Financial Advisory, Market Analysis
Education
University of Wisconsin-Madison 1970 — 1973
Phd, Economics
Michigan State University 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Monarch Wind Power LLC January 2007 - Present
Fenwick Advisers LLC 2005 - Present
Bankers Trust January 1991 - June 1999
Morgan Stanley August 1985 - December 1991
Board of Governors of Federal Reserve 1977 - 1985
Skills
Alternative Energy, Wind, Energy, Investment Portfolio..., Tail Risk Hedging, Financial Advisory, Market Analysis
Education
University of Wisconsin-Madison 1970 — 1973
Phd, Economics
Michigan State University 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Brian Proctor's Morgan Stanley Experience 2002 - 2005
Job Managing Director at EMC Capital Advisors, LLC
Industry Investment Management
Experience
EMC Capital Management Managing DirectorEMC Capital Advisors, LLC2005 - 2015
EMC Capital Advisors, LLC 2005 - 2015
Morgan Stanley 2002 - 2005
Kadem Capital 2000 - 2001
Richard J. Dennis & Co. 1990 - 2000
Pro Trading 1986 - 1989
C & D Commodities 1982 - 1985
Skills
Managed Futures, Managed Accounts, Alternative Investments, Commodities, Currency, Series 3, Hedge Funds, Commodity, FX trading, Trading Systems, Proprietary Trading, Capital Markets, Options, Managing Accounts, Financial Markets, Equities, FX Options, FINRA, Asset Allocation, Fund Of Funds, Trading Strategies, Fixed Income, Asset Management, ETFs, Trading, Derivatives, Electronic Trading, Hedging, Technical Analysis, Investment Strategies, Securities, Foreign Exchange, FX Trading
Education
The John Marshall Law School 1987 — 1990
J.D., Law
Miami University 1978 — 1982
B.A., Economics
EMC Capital Management Managing DirectorEMC Capital Advisors, LLC2005 - 2015
EMC Capital Advisors, LLC 2005 - 2015
Morgan Stanley 2002 - 2005
Kadem Capital 2000 - 2001
Richard J. Dennis & Co. 1990 - 2000
Pro Trading 1986 - 1989
C & D Commodities 1982 - 1985
Skills
Managed Futures, Managed Accounts, Alternative Investments, Commodities, Currency, Series 3, Hedge Funds, Commodity, FX trading, Trading Systems, Proprietary Trading, Capital Markets, Options, Managing Accounts, Financial Markets, Equities, FX Options, FINRA, Asset Allocation, Fund Of Funds, Trading Strategies, Fixed Income, Asset Management, ETFs, Trading, Derivatives, Electronic Trading, Hedging, Technical Analysis, Investment Strategies, Securities, Foreign Exchange, FX Trading
Education
The John Marshall Law School 1987 — 1990
J.D., Law
Miami University 1978 — 1982
B.A., Economics
Chip Humphrey's Morgan Stanley Experience 1989 - 1993
Job Senior Sales Representative at Biotek Labs
Industry Financial Services
Experience
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Thomas Townsend, CFP's Morgan Stanley Experience September 1984 - April 2009
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley September 1984 - April 2009
Skills
Financial Planning, Financial Services
Education
Michigan State University 1974 — 1978
BA, Accounting
UBS April 2009 - Present
Morgan Stanley September 1984 - April 2009
Skills
Financial Planning, Financial Services
Education
Michigan State University 1974 — 1978
BA, Accounting
Steve Morello's Morgan Stanley Experience February 2013 - Present
Job Tax Manager at EY
Industry Accounting
Experience
ERNST&YOUNG February 2015 - Present
Morgan Stanley February 2013 - Present
Equity Group Investments June 2010 - January 2013
The Mosaic Financial Group October 2008 - May 2010
UHY Advisors, LLP 2007 - 2009
KPMG 2006 - 2007
Doeren Mayhew 2005 - 2006
Skills
Financial Modeling, Accounting, Financial Reporting, Internal Controls, Tax
Education
Oakland University 2004 — 2006
Masters, Accounting
Michigan State University 2000 — 2003
BA, Economics
ERNST&YOUNG February 2015 - Present
Morgan Stanley February 2013 - Present
Equity Group Investments June 2010 - January 2013
The Mosaic Financial Group October 2008 - May 2010
UHY Advisors, LLP 2007 - 2009
KPMG 2006 - 2007
Doeren Mayhew 2005 - 2006
Skills
Financial Modeling, Accounting, Financial Reporting, Internal Controls, Tax
Education
Oakland University 2004 — 2006
Masters, Accounting
Michigan State University 2000 — 2003
BA, Economics
Richard L. Erb's Morgan Stanley Experience 1999 - 2001
Job Senior Loan Originator at Weichert Financial Services
Industry Financial Services
Experience
Weichert Financial Services August 2002 - Present
American Mortgage and Investments 2001 - 2002
Aqua Development 2000 - 2001
Morgan Stanley 1999 - 2001
Hyatt Hotels Corporation 1994 - 1998
Education
Michigan State University 1990 — 1994
Business, Economics, Hotel, Restaurant and Institutional Management
Weichert Financial Services August 2002 - Present
American Mortgage and Investments 2001 - 2002
Aqua Development 2000 - 2001
Morgan Stanley 1999 - 2001
Hyatt Hotels Corporation 1994 - 1998
Education
Michigan State University 1990 — 1994
Business, Economics, Hotel, Restaurant and Institutional Management
Kathleen Sarmiento's Morgan Stanley Experience 2002 - 2002
Job SHINE Program Manager at Alliance for Aging, Inc.
Industry Nonprofit Organization Management
Experience
Alliance for Aging, Inc. September 2004 - Present
Morgan Stanley 2002 - 2002
Qwest Communications Corp 2000 - 2001
AT&T 1991 - 2000
Manapro 1990 - 1991
International Corporate Services, Inc. 1989 - 1990
Citicorp Latino 1984 - 1989
Skills
Program Management, Volunteer Management, Medicare and Medicaid, Teaching, Educational..., Budgets, Strategic Planning, Microsoft Office
Education
Nova Southeastern University
Master of Business Administration (M.B.A.)
Miami University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Alliance for Aging, Inc. September 2004 - Present
Morgan Stanley 2002 - 2002
Qwest Communications Corp 2000 - 2001
AT&T 1991 - 2000
Manapro 1990 - 1991
International Corporate Services, Inc. 1989 - 1990
Citicorp Latino 1984 - 1989
Skills
Program Management, Volunteer Management, Medicare and Medicaid, Teaching, Educational..., Budgets, Strategic Planning, Microsoft Office
Education
Nova Southeastern University
Master of Business Administration (M.B.A.)
Miami University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Krapohl's Morgan Stanley Experience September 2008 - June 2009
Job at
Industry Information Technology and Services
Experience
Applied Imaging September 2014 - Present
Canon Business Solutions December 2010 - Present
Minerva Networking January 2008 - Present
Morgan Stanley September 2008 - June 2009
Konica Minolta Business Solutions U.S.A., Inc. December 2006 - September 2008
Skills
Troubleshooting, Microsoft Office, B2B, Customer Relations, Excel, Problem Solving, Team Building, Word, PowerPoint, Customer Service, Account Management, New Business Development, Writing, Process Improvement, Proposal Writing, HTML, Business Strategy, SEO, Sales Process, Marketing, Strategic Planning, Networking, Strategy
Education
Michigan State University 2001 — 2005
BA Business, Business, Finance, Information Systems
Applied Imaging September 2014 - Present
Canon Business Solutions December 2010 - Present
Minerva Networking January 2008 - Present
Morgan Stanley September 2008 - June 2009
Konica Minolta Business Solutions U.S.A., Inc. December 2006 - September 2008
Skills
Troubleshooting, Microsoft Office, B2B, Customer Relations, Excel, Problem Solving, Team Building, Word, PowerPoint, Customer Service, Account Management, New Business Development, Writing, Process Improvement, Proposal Writing, HTML, Business Strategy, SEO, Sales Process, Marketing, Strategic Planning, Networking, Strategy
Education
Michigan State University 2001 — 2005
BA Business, Business, Finance, Information Systems
Mythri Padival's Morgan Stanley Experience June 2012 - Present
Job Quality Assurance at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - May 2012
Fish & Richardson P.C. March 2010 - June 2010
Schlumberger October 2007 - August 2008
Lambert & Associates May 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Management, PowerPoint, Data Analysis, Leadership, Finance, Sales, Microsoft Word, Banking, Process Improvement, Analysis, Research, Customer Service, Legal Research, Financial Services, Risk Management, Financial Modeling
Education
Northeastern University 2008 — 2010
M.A., Applied Economics
Miami University 2002 — 2006
B.S., Business Economics
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - May 2012
Fish & Richardson P.C. March 2010 - June 2010
Schlumberger October 2007 - August 2008
Lambert & Associates May 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Management, PowerPoint, Data Analysis, Leadership, Finance, Sales, Microsoft Word, Banking, Process Improvement, Analysis, Research, Customer Service, Legal Research, Financial Services, Risk Management, Financial Modeling
Education
Northeastern University 2008 — 2010
M.A., Applied Economics
Miami University 2002 — 2006
B.S., Business Economics
Kristi Schlax's Morgan Stanley Experience September 1991 - March 2003
Job Human Resources Professional
Industry
Experience
Morgan Stanley September 1991 - March 2003
Skills
Equities, Fixed Income, Capital Markets, Leadership, Training, Leadership Development, Private Equity, Management, Risk Management, Program Management, Investment Banking, Staff Development, Options, Strategic Planning, Nonprofits, Marketing, Financial Services, Series 7, Finance, Public Speaking
Education
Michigan State University 1981 — 1986
Bachelor of Arts, Business Administration
Morgan Stanley September 1991 - March 2003
Skills
Equities, Fixed Income, Capital Markets, Leadership, Training, Leadership Development, Private Equity, Management, Risk Management, Program Management, Investment Banking, Staff Development, Options, Strategic Planning, Nonprofits, Marketing, Financial Services, Series 7, Finance, Public Speaking
Education
Michigan State University 1981 — 1986
Bachelor of Arts, Business Administration
Chris Rechner's Morgan Stanley Experience July 2006 - August 2006
Job Commercial Banking Relationship Manager; AVP at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo December 2011 - Present
Wells Fargo July 2011 - December 2011
Wells Fargo July 2008 - July 2011
Miami University September 2005 - May 2008
L Brands June 2007 - August 2007
Morgan Stanley July 2006 - August 2006
Skills
Accounting, Underwriting, Credit Analysis, Financial Analysis, Loans, Credit, Cash Flow, Excel, Due Diligence, Direct Sales, New Business Development, Client Interfacing, Commercial Lending
Education
Miami University 2004 — 2008
BS, Finance
Upper Arlington High School 2000 — 2004
Wells Fargo December 2011 - Present
Wells Fargo July 2011 - December 2011
Wells Fargo July 2008 - July 2011
Miami University September 2005 - May 2008
L Brands June 2007 - August 2007
Morgan Stanley July 2006 - August 2006
Skills
Accounting, Underwriting, Credit Analysis, Financial Analysis, Loans, Credit, Cash Flow, Excel, Due Diligence, Direct Sales, New Business Development, Client Interfacing, Commercial Lending
Education
Miami University 2004 — 2008
BS, Finance
Upper Arlington High School 2000 — 2004
Sarah Weil's Morgan Stanley Experience January 2007 - April 2014
Job Senior Administrative Assistant
Industry Financial Services
Experience
Matthews Asia May 2014 - June 2015
Morgan Stanley January 2007 - April 2014
Friedman Billings Ramsey & Co January 2006 - January 2007
ThinkEquity LLC January 2003 - December 2005
Oppenheimer & Co. July 1997 - October 2002
Hambrecht & Quist LLC December 1995 - July 1997
Skills
Administrative..., Spreadsheets, Microsoft Office, Travel Arrangements, Microsoft Excel, PowerPoint, Human Resources, Concur, Outlook, Expense Management, Calendars, Travel Management, Equities, Financial Modeling, Investments, Finance, Investment Banking, Financial Analysis, Research, Valuation, Bloomberg
Education
Michigan State University 1987 — 1990
BA In Communications
Matthews Asia May 2014 - June 2015
Morgan Stanley January 2007 - April 2014
Friedman Billings Ramsey & Co January 2006 - January 2007
ThinkEquity LLC January 2003 - December 2005
Oppenheimer & Co. July 1997 - October 2002
Hambrecht & Quist LLC December 1995 - July 1997
Skills
Administrative..., Spreadsheets, Microsoft Office, Travel Arrangements, Microsoft Excel, PowerPoint, Human Resources, Concur, Outlook, Expense Management, Calendars, Travel Management, Equities, Financial Modeling, Investments, Finance, Investment Banking, Financial Analysis, Research, Valuation, Bloomberg
Education
Michigan State University 1987 — 1990
BA In Communications
Tamara Kravec's Morgan Stanley Experience January 1997 - May 2000
Job Managing Director, Equity Analyst at Nuveen Investments
Industry Financial Services
Experience
NWQ Investment Management, Nuveen Investments August 2008 - Present
Banc of America Securities May 2000 - July 2008
Morgan Stanley January 1997 - May 2000
CS First Boston June 1992 - January 1997
Skills
Mutual Funds, Separately Managed..., Investments, Wealth Management, Equities, Asset Managment, Portfolio Management, Investment Advisory, Closed-end Funds, Asset Management, Equity Research, Investment Management, Investment Strategies, Equity Valuation, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Miami University 1988 — 1992
Bachelor of Science (B.S.), Economics
NWQ Investment Management, Nuveen Investments August 2008 - Present
Banc of America Securities May 2000 - July 2008
Morgan Stanley January 1997 - May 2000
CS First Boston June 1992 - January 1997
Skills
Mutual Funds, Separately Managed..., Investments, Wealth Management, Equities, Asset Managment, Portfolio Management, Investment Advisory, Closed-end Funds, Asset Management, Equity Research, Investment Management, Investment Strategies, Equity Valuation, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Miami University 1988 — 1992
Bachelor of Science (B.S.), Economics
Danielle Marshall's Morgan Stanley Experience October 2013 - Present
Job Registered Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley Wealth Management July 2011 - August 2012
DonorsChoose.org June 2010 - July 2010
Skills
Financial Modeling, Valuation, Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Office, 401k, Data Analysis
Education
Miami University 2009 — 2013
Bachelor's degree, Finance, General
Universidad de Oviedo 2012 — 2012
Spanish
West Morris Mendham High School 2005 — 2009
Morgan Stanley October 2013 - Present
Morgan Stanley Wealth Management July 2011 - August 2012
DonorsChoose.org June 2010 - July 2010
Skills
Financial Modeling, Valuation, Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Office, 401k, Data Analysis
Education
Miami University 2009 — 2013
Bachelor's degree, Finance, General
Universidad de Oviedo 2012 — 2012
Spanish
West Morris Mendham High School 2005 — 2009
don kohler's Morgan Stanley Experience August 2009 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
JPMorganChase July 1987 - August 2009
Student August 1982 - May 1987
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Mutual Funds, Fixed Income, Asset Allocation, Retirement Planning, Securities, Financial Analysis, Capital Markets, Investment Advisory, Strategic Financial...
Education
Miami University 1982 — 1987
BA, Economics
Ballard High School 1980 — 1982
General
Morgan Stanley August 2009 - Present
JPMorganChase July 1987 - August 2009
Student August 1982 - May 1987
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Mutual Funds, Fixed Income, Asset Allocation, Retirement Planning, Securities, Financial Analysis, Capital Markets, Investment Advisory, Strategic Financial...
Education
Miami University 1982 — 1987
BA, Economics
Ballard High School 1980 — 1982
General
Bob Halligan's Morgan Stanley Experience 1982 - 2010
Job President, Halligan's
Industry Food & Beverages
Experience
Halligan's LLC 2010 - Present
LPL Financial October 2010 - December 2012
Morgan Stanley 1982 - 2010
Skills
Series 7, Equities, Fixed Income, Wealth Management, Portfolio Management, Investments, Series 63, Mutual Funds, Alternative Investments, Asset Management, Securities, Retirement Planning, Asset Allocation, Hedge Funds, Capital Markets
Education
University of Southern California - Marshall School of Business 1971 — 1972
Master of Business Administration (MBA), Finance, General
Miami University 1966 — 1970
Bachelor in Business Administration, Business and Economics
New Trier
Halligan's LLC 2010 - Present
LPL Financial October 2010 - December 2012
Morgan Stanley 1982 - 2010
Skills
Series 7, Equities, Fixed Income, Wealth Management, Portfolio Management, Investments, Series 63, Mutual Funds, Alternative Investments, Asset Management, Securities, Retirement Planning, Asset Allocation, Hedge Funds, Capital Markets
Education
University of Southern California - Marshall School of Business 1971 — 1972
Master of Business Administration (MBA), Finance, General
Miami University 1966 — 1970
Bachelor in Business Administration, Business and Economics
New Trier
Joseph Buffo's Morgan Stanley Experience December 1984 - November 2005
Job Broker/ Director Product Development at XChange Financial Access
Industry Capital Markets
Experience
X-Change Financial Access August 2011 - Present
Vara Capital Management LLC January 2006 - August 2011
Morgan Stanley December 1984 - November 2005
Skills
Options, Derivatives, FX Options, Electronic Trading, Futures, Trading, Hedge Funds, Foreign Exchange, Volatility, Traders, Commodity, Financial Services, Currency, Fixed Income, Capital Markets
Education
Miami University
Bachelor of Science, Finance, Economics
X-Change Financial Access August 2011 - Present
Vara Capital Management LLC January 2006 - August 2011
Morgan Stanley December 1984 - November 2005
Skills
Options, Derivatives, FX Options, Electronic Trading, Futures, Trading, Hedge Funds, Foreign Exchange, Volatility, Traders, Commodity, Financial Services, Currency, Fixed Income, Capital Markets
Education
Miami University
Bachelor of Science, Finance, Economics
Aaron Price, CFA's Morgan Stanley Experience January 2007 - January 2009
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
NAS Properties July 2013 - Present
Deutsche Bank March 2012 - Present
Morgan Stanley Private Wealth Management January 2009 - March 2012
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2006 - January 2007
Skills
Division I Ice Hockey..., Series 7, Equities, Asset Allocation, Financial Markets, Trading, Wealth Management, Excel, Portfolio Management, Private Banking, Finance, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Investments, Alternative Investments
Education
Miami University 2000 — 2005
B.S., HR & International Business
Miami University 2000 — 2005
B.A., Psychology
Regent's College - London, England 2002 — 2002
Study Abroad Program, International Business
Culver Military Academy 1997 — 2000
Diploma, General Studies
NAS Properties July 2013 - Present
Deutsche Bank March 2012 - Present
Morgan Stanley Private Wealth Management January 2009 - March 2012
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2006 - January 2007
Skills
Division I Ice Hockey..., Series 7, Equities, Asset Allocation, Financial Markets, Trading, Wealth Management, Excel, Portfolio Management, Private Banking, Finance, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Investments, Alternative Investments
Education
Miami University 2000 — 2005
B.S., HR & International Business
Miami University 2000 — 2005
B.A., Psychology
Regent's College - London, England 2002 — 2002
Study Abroad Program, International Business
Culver Military Academy 1997 — 2000
Diploma, General Studies
Andrew Perun's Morgan Stanley Experience June 2008 - January 2010
Job Dispute Advisory & Forensic Services
Industry Financial Services
Experience
Stout Risius Ross April 2013 - Present
Dana Holding Corporation June 2011 - April 2013
Morgan Stanley June 2008 - January 2010
Skills
Leadership, Finance, Market Research, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Corporate Finance, Lean Operations
Education
Michigan State University 2007 — 2011
Finance
Stout Risius Ross April 2013 - Present
Dana Holding Corporation June 2011 - April 2013
Morgan Stanley June 2008 - January 2010
Skills
Leadership, Finance, Market Research, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Corporate Finance, Lean Operations
Education
Michigan State University 2007 — 2011
Finance
Shari Warezak's Morgan Stanley Experience
Job
Industry Financial Services
Experience
Morgan Stanley
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Michigan State University 1988 — 1992
Bachelor of Science (BS), Social Sciences
Morgan Stanley
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Michigan State University 1988 — 1992
Bachelor of Science (BS), Social Sciences
Jordan M. Simon's Morgan Stanley Experience December 2013 - December 2014
Job Associate at Goldman, Sachs & Co.
Industry Investment Management
Experience
Goldman Sachs December 2014 - Present
Morgan Stanley December 2013 - December 2014
Morgan Stanley August 2010 - December 2013
Education
Michigan State University
BA: Economics / International Relations
Goldman Sachs December 2014 - Present
Morgan Stanley December 2013 - December 2014
Morgan Stanley August 2010 - December 2013
Education
Michigan State University
BA: Economics / International Relations
Michael Risi's Morgan Stanley Experience June 2014 - August 2014
Job Student at Michigan State University
Industry
Experience
Meritor May 2015 - Present
Morgan Stanley June 2014 - August 2014
Lunghamer Buick GMC June 2012 - August 2014
Skills
Microsoft Office, PowerPoint
Education
Michigan State University 2012 — 2016
Bachelor's Degree, Finance, General, 3.5
Notre Dame Preparatory 2009 — 2012
High School, 3.98
Meritor May 2015 - Present
Morgan Stanley June 2014 - August 2014
Lunghamer Buick GMC June 2012 - August 2014
Skills
Microsoft Office, PowerPoint
Education
Michigan State University 2012 — 2016
Bachelor's Degree, Finance, General, 3.5
Notre Dame Preparatory 2009 — 2012
High School, 3.98
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS