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
Tom Burr Tom Burr's Morgan Stanley Experience 1997 - 2006
Job Partner at The Yard LLC
Industry Sports
Experience
The Yard LLC 2012 - Present
Morgan Stanley 1997 - 2006
Dean Witter Discover and Company 1985 - 1997
Sears, Roebuck and Co. 1983 - 1985
Touche Ross 1978 - 1983
Skills
Marketing, Sales, Management, Marketing Strategy, Marketing Communications
Education
Michigan State University
University of Michigan - Stephen M. Ross School of Business
The Yard LLC 2012 - Present
Morgan Stanley 1997 - 2006
Dean Witter Discover and Company 1985 - 1997
Sears, Roebuck and Co. 1983 - 1985
Touche Ross 1978 - 1983
Skills
Marketing, Sales, Management, Marketing Strategy, Marketing Communications
Education
Michigan State University
University of Michigan - Stephen M. Ross School of Business
Erik Burger Erik Burger's Morgan Stanley Experience September 2014 - Present
Job
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley January 2014 - September 2014
Infinity & Ovation Yacht Charters February 2012 - January 2014
Infinity & Ovation Yacht Charters May 2011 - September 2012
Infinity & Ovation Yacht Charters April 2011 - June 2012
Skills
Series 7, Series 66, PowerPoint, Microsoft Excel, Finance, Inventory Management, Team Leadership, Financial Reporting, Performance Reporting, Risk Management, Investments, Bloomberg Terminal, ThomsonOne, Financial Statement..., Financial Accounting, Statistical Data..., Minitab, Zephyr Style Advisor, Financial Analysis, Outlook, Microsoft Word, Time Management, Business Management, Hospitality Management, Advertising, Customer Service, Leadership, Budgets, Management
Education
Walsh College 2012 — 2015
Master's Degree, Finance, 3.89 / 4.0
Michigan State University 2007 — 2011
Bachelor's Degree, Hospitality Business Management, 3.1 / 4.0
De La Salle Collegiate High School 2003 — 2007
High School
Morgan Stanley September 2014 - Present
Morgan Stanley January 2014 - September 2014
Infinity & Ovation Yacht Charters February 2012 - January 2014
Infinity & Ovation Yacht Charters May 2011 - September 2012
Infinity & Ovation Yacht Charters April 2011 - June 2012
Skills
Series 7, Series 66, PowerPoint, Microsoft Excel, Finance, Inventory Management, Team Leadership, Financial Reporting, Performance Reporting, Risk Management, Investments, Bloomberg Terminal, ThomsonOne, Financial Statement..., Financial Accounting, Statistical Data..., Minitab, Zephyr Style Advisor, Financial Analysis, Outlook, Microsoft Word, Time Management, Business Management, Hospitality Management, Advertising, Customer Service, Leadership, Budgets, Management
Education
Walsh College 2012 — 2015
Master's Degree, Finance, 3.89 / 4.0
Michigan State University 2007 — 2011
Bachelor's Degree, Hospitality Business Management, 3.1 / 4.0
De La Salle Collegiate High School 2003 — 2007
High School
Kelly Zwak Kelly Zwak's Morgan Stanley Experience January 2006 - April 2006
Job Manager, People and Organizational Change
Industry Management Consulting
Experience
EY October 2013 - Present
Ernst & Young July 2011 - September 2013
Accenture June 2007 - June 2011
GE May 2006 - July 2006
Morgan Stanley January 2006 - April 2006
Skills
Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Communications Planning, Change Readines, ERP Implementations, Change Management, Business Process, Supply Chain, Organizational Design
Education
Michigan State University
Bachelors, Supply Chain Management
EY October 2013 - Present
Ernst & Young July 2011 - September 2013
Accenture June 2007 - June 2011
GE May 2006 - July 2006
Morgan Stanley January 2006 - April 2006
Skills
Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Communications Planning, Change Readines, ERP Implementations, Change Management, Business Process, Supply Chain, Organizational Design
Education
Michigan State University
Bachelors, Supply Chain Management
Bill Birck Bill Birck's Morgan Stanley Experience 1997 - 2000
Job President & CEO at Reed Construction
Industry Construction
Experience
Reed Construction June 2000 - Present
Morgan Stanley 1997 - 2000
Skills
Contract Management, Contract Negotiation, Contractors, Tenant Improvement, Design-Build, Value Engineering, Project Management, Construction, Process Scheduler, Pre-construction, LEED AP, Renovation, Change Orders, Construction Management, Leadership, Account Management, Project Bidding, LEED, Budgets, Negotiation, Project Estimation, CPM Scheduling, Business Development, Real Estate Development, Subcontracting, Strategic Planning, Constructability, Residential Homes, Executive Management, Green Building, New Business Development, Construction Safety, Cost Management, Procurement, MS Project, Engineering, Submittals, Project Planning, Customer Service, Facilities Management, Management, Team Building, Commercial Real Estate, Due Diligence, Sales Management, Marketing, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2001 — 2003
2003, MBA
Millikin University
Reed Construction June 2000 - Present
Morgan Stanley 1997 - 2000
Skills
Contract Management, Contract Negotiation, Contractors, Tenant Improvement, Design-Build, Value Engineering, Project Management, Construction, Process Scheduler, Pre-construction, LEED AP, Renovation, Change Orders, Construction Management, Leadership, Account Management, Project Bidding, LEED, Budgets, Negotiation, Project Estimation, CPM Scheduling, Business Development, Real Estate Development, Subcontracting, Strategic Planning, Constructability, Residential Homes, Executive Management, Green Building, New Business Development, Construction Safety, Cost Management, Procurement, MS Project, Engineering, Submittals, Project Planning, Customer Service, Facilities Management, Management, Team Building, Commercial Real Estate, Due Diligence, Sales Management, Marketing, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2001 — 2003
2003, MBA
Millikin University
Damon Gacicia Damon Gacicia's Morgan Stanley Experience 2006 - 2008
Job Vice President, LeaseStar Business Development at RealPage, Inc.
Industry Internet
Experience
RealPage, Inc. October 2014 - Present
RealPage, Inc. June 2013 - October 2014
MyNewPlace September 2010 - June 2013
MyNewPlace September 2009 - September 2010
MyNewPlace March 2008 - September 2009
Morgan Stanley 2006 - 2008
Morgan Stanley 2004 - 2006
Skills
Account Management, Strategic Partnerships, Online Advertising, Competitive Analysis, SaaS, Marketing Strategy, Salesforce.com, Lead Generation, Sales, Long Term Relationship..., Cold Calling, Marketing, Sales Presentations, CRM, Sales Process, Online Marketing, Management, Business Development
Education
Middlebury College 1998 — 2002
Delbarton School 1994 — 1998
RealPage, Inc. October 2014 - Present
RealPage, Inc. June 2013 - October 2014
MyNewPlace September 2010 - June 2013
MyNewPlace September 2009 - September 2010
MyNewPlace March 2008 - September 2009
Morgan Stanley 2006 - 2008
Morgan Stanley 2004 - 2006
Skills
Account Management, Strategic Partnerships, Online Advertising, Competitive Analysis, SaaS, Marketing Strategy, Salesforce.com, Lead Generation, Sales, Long Term Relationship..., Cold Calling, Marketing, Sales Presentations, CRM, Sales Process, Online Marketing, Management, Business Development
Education
Middlebury College 1998 — 2002
Delbarton School 1994 — 1998
Neal Reardon Neal Reardon's Morgan Stanley Experience May 2000 - August 2000
Job Public Utilities Regulatory Analyst
Industry Renewables & Environment
Experience
California Public Utilities Commission March 2013 - Present
Pinchot Institute for Conservation June 2012 - February 2013
California Public Utilities Commission February 2009 - June 2012
FIJI Water June 2008 - December 2008
Globe Center Consulting August 2007 - May 2008
myCFO Investment Advisory Services May 2005 - August 2005
Center for Tropical Research October 2003 - February 2005
Morgan Stanley May 2000 - August 2000
Skills
Business Development, Project Management, Market Analysis, Financial Analysis, Distributed Generation, Renewable Energy, Sustainable Development, Energy Policy, Carbon Footprinting, Microfinance, Forestry, Regulatory Affairs, Leadership, Solar Energy, Strategy, Environmental Policy, Carbon
Education
Stanford University 2011 — 2011
Certificate, Sustainable Energy Conversion and Storage
Monterey Institute of International Studies 2006 — 2008
MA, International Environmental Policy
Monterey Institute of International Studies, Fisher Graduate School of International Business 2006 — 2008
MBA, International Business
University of California, Berkeley 1998 — 2003
B.S., Forestry and Natural Resources
California Public Utilities Commission March 2013 - Present
Pinchot Institute for Conservation June 2012 - February 2013
California Public Utilities Commission February 2009 - June 2012
FIJI Water June 2008 - December 2008
Globe Center Consulting August 2007 - May 2008
myCFO Investment Advisory Services May 2005 - August 2005
Center for Tropical Research October 2003 - February 2005
Morgan Stanley May 2000 - August 2000
Skills
Business Development, Project Management, Market Analysis, Financial Analysis, Distributed Generation, Renewable Energy, Sustainable Development, Energy Policy, Carbon Footprinting, Microfinance, Forestry, Regulatory Affairs, Leadership, Solar Energy, Strategy, Environmental Policy, Carbon
Education
Stanford University 2011 — 2011
Certificate, Sustainable Energy Conversion and Storage
Monterey Institute of International Studies 2006 — 2008
MA, International Environmental Policy
Monterey Institute of International Studies, Fisher Graduate School of International Business 2006 — 2008
MBA, International Business
University of California, Berkeley 1998 — 2003
B.S., Forestry and Natural Resources
Lindsay McPherson Batastini Lindsay McPherson Batastini's Morgan Stanley Experience July 2003 - July 2005
Job Brand Manager at Tom's of Maine (ColgatePalmolive)
Industry Consumer Goods
Experience
Tom's of Maine November 2014 - Present
Tom's of Maine (Colgate-Palmolive) January 2012 - October 2014
Colgate Palmolive September 2009 - December 2011
Gap Inc. August 2005 - June 2007
Morgan Stanley July 2003 - July 2005
Skills
Competitive Analysis, Financial Modeling, Consumer Products, Customer Insight, Pricing, Cross-functional Team..., Strategy, Analytics, Financial Analysis, Brand Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Marketing
Middlebury College 1999 — 2003
BA, Economics
Tom's of Maine November 2014 - Present
Tom's of Maine (Colgate-Palmolive) January 2012 - October 2014
Colgate Palmolive September 2009 - December 2011
Gap Inc. August 2005 - June 2007
Morgan Stanley July 2003 - July 2005
Skills
Competitive Analysis, Financial Modeling, Consumer Products, Customer Insight, Pricing, Cross-functional Team..., Strategy, Analytics, Financial Analysis, Brand Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Marketing
Middlebury College 1999 — 2003
BA, Economics
Henry D. Flores Henry D. Flores's Morgan Stanley Experience August 2001 - July 2004
Job Senior Advisor, Monge Capital
Industry Real Estate
Experience
Monge Capital Group January 2015 - Present
Acadia Realty Trust January 2014 - December 2014
Brick City Development Corporation September 2012 - December 2013
DLC Management Corp June 2007 - March 2012
Building and land technology 2012 - 2012
UrbanAmerica, L.P. August 2004 - April 2007
Morgan Stanley August 2001 - July 2004
Skills
Asset Management, Financial Analysis, Real Estate, Site Selection, Real Estate Development, Excel, Market Research, Negotiation, Research, Investment Properties, Budgeting, Contract Negotiation, Financial Modeling, Valuation, Due Diligence, Retail, Public Speaking, Mentoring, Location Intelligence, Asset Managment, Budgets, Microsoft Excel, Business Development, Business Strategy, Commercial Real Estate, Disposition, Leases, Real Estate Transactions, Brokerage, Property Management, Real Estate Economics, Investments, Lease Negotiations, Shopping Centers, Landlords, Lease Administration, Land Acquisition, Finance, Portfolio Management, Market Analysis, Entitlements, Real Estate Financing, Strategic Planning, Management, Corporate Real Estate, Marketing, Nonprofits, Dispositions
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Middlebury College 1997 — 2001
BA, Literary Studies & Economics
All Hallows High School 1994 — 1997
Monge Capital Group January 2015 - Present
Acadia Realty Trust January 2014 - December 2014
Brick City Development Corporation September 2012 - December 2013
DLC Management Corp June 2007 - March 2012
Building and land technology 2012 - 2012
UrbanAmerica, L.P. August 2004 - April 2007
Morgan Stanley August 2001 - July 2004
Skills
Asset Management, Financial Analysis, Real Estate, Site Selection, Real Estate Development, Excel, Market Research, Negotiation, Research, Investment Properties, Budgeting, Contract Negotiation, Financial Modeling, Valuation, Due Diligence, Retail, Public Speaking, Mentoring, Location Intelligence, Asset Managment, Budgets, Microsoft Excel, Business Development, Business Strategy, Commercial Real Estate, Disposition, Leases, Real Estate Transactions, Brokerage, Property Management, Real Estate Economics, Investments, Lease Negotiations, Shopping Centers, Landlords, Lease Administration, Land Acquisition, Finance, Portfolio Management, Market Analysis, Entitlements, Real Estate Financing, Strategic Planning, Management, Corporate Real Estate, Marketing, Nonprofits, Dispositions
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Middlebury College 1997 — 2001
BA, Literary Studies & Economics
All Hallows High School 1994 — 1997
Emily Fitz Randolph Emily Fitz Randolph's Morgan Stanley Experience October 2009 - May 2011
Job Vice President, Americas Head of Investment Banking Campus Recruiting
Industry Staffing and Recruiting
Experience
Credit Suisse April 2015 - Present
Credit Suisse January 2015 - April 2015
Credit Suisse June 2012 - December 2014
Rubin Museum of Art February 2012 - December 2014
Goldman Sachs May 2011 - February 2012
Morgan Stanley October 2009 - May 2011
powerHouse Books July 2009 - October 2009
McKinsey & Company September 2007 - February 2009
Booz Allen Hamilton October 2006 - September 2007
White Box Gallery 2006 - 2006
Education
Sarah Lawrence College 2002 — 2006
Bachelor of Arts (B.A.)
Monterey Institute of International Studies 2005 — 2005
Credit Suisse April 2015 - Present
Credit Suisse January 2015 - April 2015
Credit Suisse June 2012 - December 2014
Rubin Museum of Art February 2012 - December 2014
Goldman Sachs May 2011 - February 2012
Morgan Stanley October 2009 - May 2011
powerHouse Books July 2009 - October 2009
McKinsey & Company September 2007 - February 2009
Booz Allen Hamilton October 2006 - September 2007
White Box Gallery 2006 - 2006
Education
Sarah Lawrence College 2002 — 2006
Bachelor of Arts (B.A.)
Monterey Institute of International Studies 2005 — 2005
Michael Oster Michael Oster's Morgan Stanley Experience June 2014 - Present
Job Public Finance Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Greer Howard Greer Howard's Morgan Stanley Experience May 2014 - Present
Job Fixed Income Summer Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley May 2014 - Present
Middlebury College Advancement January 2013 - Present
U.S. House of Representatives July 2013 - August 2013
Gullifty's November 2011 - August 2013
Shipley Enrichment Camp June 2012 - August 2012
The Ellsworth American June 2011 - July 2011
Skills
Research, Social Media, Spanish, Facebook, Social Media Marketing, Political Science, PowerPoint, Microsoft Office, Community Outreach, Public Speaking, Editing, Fundraising, Event Planning, Nonprofits, Leadership, Teamwork, Stata, Economics
Education
Middlebury College 2012 — 2016
Bachelor of Arts (BA), Economics
Radnor High School 2008 — 2012
Morgan Stanley May 2014 - Present
Middlebury College Advancement January 2013 - Present
U.S. House of Representatives July 2013 - August 2013
Gullifty's November 2011 - August 2013
Shipley Enrichment Camp June 2012 - August 2012
The Ellsworth American June 2011 - July 2011
Skills
Research, Social Media, Spanish, Facebook, Social Media Marketing, Political Science, PowerPoint, Microsoft Office, Community Outreach, Public Speaking, Editing, Fundraising, Event Planning, Nonprofits, Leadership, Teamwork, Stata, Economics
Education
Middlebury College 2012 — 2016
Bachelor of Arts (BA), Economics
Radnor High School 2008 — 2012
Hamilton Blanton's Morgan Stanley Experience 2005 - 2008
Job Senior Vice President Commercial Banking at Capital One
Industry Financial Services
Experience
Capital One May 2008 - Present
Morgan Stanley 2005 - 2008
Merrill Lynch 2003 - 2005
Education
Millsaps College
Bachelor of Business Administration (BBA), Finance and Economics
Capital One May 2008 - Present
Morgan Stanley 2005 - 2008
Merrill Lynch 2003 - 2005
Education
Millsaps College
Bachelor of Business Administration (BBA), Finance and Economics
Eric Zagorski Eric Zagorski's Morgan Stanley Experience June 2013 - July 2015
Job Associate at Housatonic Partners
Industry Venture Capital & Private Equity
Experience
Housatonic Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank June 2011 - July 2011
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Capital Markets
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 2007 — 2009
Housatonic Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank June 2011 - July 2011
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Capital Markets
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 2007 — 2009
Jill Beshouri Jill Beshouri's Morgan Stanley Experience 1990 - 1998
Job Agent at MaxBroock Realtors
Industry Real Estate
Experience
MaxBroock Realtors 2011 - Present
SKBK Sothebys May 2007 - November 2011
Smith Barney 1998 - 2002
Morgan Stanley 1990 - 1998
Skills
First Time Home Buyers, Real Estate, Buyer Representation, Seller Representation, Relocation Buyers, New Home Construction, New Home Sales, Condos
Education
Michigan State University
MaxBroock Realtors 2011 - Present
SKBK Sothebys May 2007 - November 2011
Smith Barney 1998 - 2002
Morgan Stanley 1990 - 1998
Skills
First Time Home Buyers, Real Estate, Buyer Representation, Seller Representation, Relocation Buyers, New Home Construction, New Home Sales, Condos
Education
Michigan State University
Randall Hammond Randall Hammond's Morgan Stanley Experience January 2008 - March 2010
Job Managing Director, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
Erik Woodring Erik Woodring's Morgan Stanley Experience July 2015 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley June 2014 - August 2014
Talson Capital Management, LLC July 2010 - June 2013
Simms Capital Management, Inc. January 2009 - June 2010
Skills
Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Analysis, Financial Advisory, Alternative Investments, Fundamental Analysis, Bloomberg, Valuation, Equities, Investments, Mutual Funds, Due Diligence
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specializations in Finance and Accounting
Middlebury College 2005 — 2008
Bachelor of Arts, Economics
Morgan Stanley July 2015 - Present
Morgan Stanley June 2014 - August 2014
Talson Capital Management, LLC July 2010 - June 2013
Simms Capital Management, Inc. January 2009 - June 2010
Skills
Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Analysis, Financial Advisory, Alternative Investments, Fundamental Analysis, Bloomberg, Valuation, Equities, Investments, Mutual Funds, Due Diligence
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specializations in Finance and Accounting
Middlebury College 2005 — 2008
Bachelor of Arts, Economics
Shengen Zhai Shengen Zhai's Morgan Stanley Experience July 2013 - March 2014
Job Associate at Arxis Capital
Industry Financial Services
Experience
Arxis Capital September 2014 - Present
Merrill Lynch March 2014 - June 2014
Morgan Stanley July 2013 - March 2014
Morgan Stanley August 2012 - July 2013
Morgan Stanley June 2010 - August 2012
Skills
K/Q, KDB+
Education
Middlebury College 2006 — 2010
B.A., Mathematics & Economics
Arxis Capital September 2014 - Present
Merrill Lynch March 2014 - June 2014
Morgan Stanley July 2013 - March 2014
Morgan Stanley August 2012 - July 2013
Morgan Stanley June 2010 - August 2012
Skills
K/Q, KDB+
Education
Middlebury College 2006 — 2010
B.A., Mathematics & Economics
Daniel Shimasaki Daniel Shimasaki's Morgan Stanley Experience June 2007 - February 2008
Job Experienced Professional MJA
Industry Government Administration
Experience
State of Arkansas Community Correction December 2012 - Present
Arkansas State University Newport January 2009 - Present
State of Arkansas Department of Correction July 2008 - December 2012
Morgan Stanley June 2007 - February 2008
CARMAX February 2006 - June 2007
Pfizer July 1998 - March 2006
UNITED TECHNOLOGIES CARRIER July 1997 - July 1998
LOWES HOME CENTERS INC. June 1995 - July 1997
ALLIED SECURITY INC. June 1992 - June 1995
US Navy June 1986 - June 1991
Skills
Oral Communication, People Skills, Public Speaking, Teaching, Security, Safety, Time Management, Program Management, Project Management, Facilities Management, Operations Management, Account Management, Human Resources, Training, Budgets, Analysis, Strategic Planning, Risk Assessment, Enforcement, Team Building, Administration, Community Outreach, Management, Event Planning, Emergency Management, Healthcare, Fundraising, Research, Policy, Leadership, Employee Training, Sales, Leadership Development, Team Leadership, Conflict Resolution, Staff Development, Coaching, Community Development, Public Relations, Crisis Management, Supervisory Skills, Organizational..., Interviews, Higher Education
Education
Norwich University 2005 — 2006
Masters of Arts, Criminal Justice/Law Enforcement Administration, 3.83
Middle Tennessee State University 1991 — 1995
Bachelor's of Science, Criminal Justice/Law Enforcement Administration
State of Arkansas Community Correction December 2012 - Present
Arkansas State University Newport January 2009 - Present
State of Arkansas Department of Correction July 2008 - December 2012
Morgan Stanley June 2007 - February 2008
CARMAX February 2006 - June 2007
Pfizer July 1998 - March 2006
UNITED TECHNOLOGIES CARRIER July 1997 - July 1998
LOWES HOME CENTERS INC. June 1995 - July 1997
ALLIED SECURITY INC. June 1992 - June 1995
US Navy June 1986 - June 1991
Skills
Oral Communication, People Skills, Public Speaking, Teaching, Security, Safety, Time Management, Program Management, Project Management, Facilities Management, Operations Management, Account Management, Human Resources, Training, Budgets, Analysis, Strategic Planning, Risk Assessment, Enforcement, Team Building, Administration, Community Outreach, Management, Event Planning, Emergency Management, Healthcare, Fundraising, Research, Policy, Leadership, Employee Training, Sales, Leadership Development, Team Leadership, Conflict Resolution, Staff Development, Coaching, Community Development, Public Relations, Crisis Management, Supervisory Skills, Organizational..., Interviews, Higher Education
Education
Norwich University 2005 — 2006
Masters of Arts, Criminal Justice/Law Enforcement Administration, 3.83
Middle Tennessee State University 1991 — 1995
Bachelor's of Science, Criminal Justice/Law Enforcement Administration
Pixie Brokaw Pixie Brokaw's Morgan Stanley Experience September 1994 - September 1995
Job Owner at Pixie Brokaw LLC
Industry Health, Wellness and Fitness
Experience
Pixie Brokaw September 2008 - Present
Erika Bloom Pilates Plus September 2008 - May 2009
Vibrant Media July 2006 - August 2007
CNET Networks March 1997 - July 2006
Morgan Stanley September 1994 - September 1995
Skills
Pilates, Alexander Technique, Sports Injuries, Pre-Natal exercise, Post-Natal Exercise, Physical Therapy, Advertising Sales, Sales Management
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Health Coach, Health and Wellness, General
Kane School of Core Integration 2007 — 2008
Certification, Pilates Mat & Pilates Equipment
Middlebury College 1990 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Pixie Brokaw September 2008 - Present
Erika Bloom Pilates Plus September 2008 - May 2009
Vibrant Media July 2006 - August 2007
CNET Networks March 1997 - July 2006
Morgan Stanley September 1994 - September 1995
Skills
Pilates, Alexander Technique, Sports Injuries, Pre-Natal exercise, Post-Natal Exercise, Physical Therapy, Advertising Sales, Sales Management
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Health Coach, Health and Wellness, General
Kane School of Core Integration 2007 — 2008
Certification, Pilates Mat & Pilates Equipment
Middlebury College 1990 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Sean P. Gill's Morgan Stanley Experience January 2007 - January 2008
Job Operations and Field Analyst at Texas Energy Holdings, Inc.
Industry Oil & Energy
Experience
Texas Energy Holdings, Inc. March 2011 - Present
Texas Energy Holdings, Inc. January 2008 - May 2011
Morgan Stanley January 2007 - January 2008
Skills
Strategic Planning, Communication, Accountability, Financial Analysis, Negotiation, Analysis, Due Diligence, Oil & Gas Industry, Project Management, Management, Energy Industry, Contract Management, Contract Negotiation, Leadership, Finance, Oil & Gas
Education
Midwestern State University 2004 — 2007
BBA, Finance
Texas Energy Holdings, Inc. March 2011 - Present
Texas Energy Holdings, Inc. January 2008 - May 2011
Morgan Stanley January 2007 - January 2008
Skills
Strategic Planning, Communication, Accountability, Financial Analysis, Negotiation, Analysis, Due Diligence, Oil & Gas Industry, Project Management, Management, Energy Industry, Contract Management, Contract Negotiation, Leadership, Finance, Oil & Gas
Education
Midwestern State University 2004 — 2007
BBA, Finance
Diane Parmele Diane Parmele's Morgan Stanley Experience August 1985 - December 2005
Job CRPC®, AAMS®, Director of Client Operations at HMC Partners
Industry Financial Services
Experience
HMC Partners February 2010 - Present
Wells Fargo Advisors LLC August 2006 - July 2009
Compass Financial Partners January 2006 - August 2006
Morgan Stanley August 1985 - December 2005
J.C. Bradford & Co. February 1981 - August 1985
Skills
Sales, Series 7, Chartered Retirement..., North Carolina Life &..., Notary Public, North..., Accredited Asset...
Education
Middle Tennessee State University 1977 — 1980
BBA, Marketing
HMC Partners February 2010 - Present
Wells Fargo Advisors LLC August 2006 - July 2009
Compass Financial Partners January 2006 - August 2006
Morgan Stanley August 1985 - December 2005
J.C. Bradford & Co. February 1981 - August 1985
Skills
Sales, Series 7, Chartered Retirement..., North Carolina Life &..., Notary Public, North..., Accredited Asset...
Education
Middle Tennessee State University 1977 — 1980
BBA, Marketing
Todd Stedl Todd Stedl's Morgan Stanley Experience October 2012 - December 2013
Job Senior Analyst in Montreal
Industry Computer Software
Experience
Chemical Computing Group March 2014 - July 2015
Morgan Stanley October 2012 - December 2013
Bloomberg September 2010 - July 2012
Riverfront Parkside Condominiums January 2010 - November 2010
D. E. Shaw Research October 2008 - September 2010
University of Montana August 2008 - September 2010
8th Element Diving January 2007 - September 2010
Microsoft October 2006 - January 2007
CoCo Communications November 2004 - April 2006
Microsoft June 2000 - November 2004
Skills
Agile Methodologies, Business Analysis, SharePoint, Python, Requirements Analysis, Project Management, Technical Writing, Systems Analysis, Editing, C, SQL, Writing, HTML, Scientific Computing, Linux, Unix, Customer Insight, Mathematical Modeling, Leadership, Management, Test Cases, Team Leadership, Scrum, Databases, Quality Assurance, Data Analysis
Education
University of Washington
Ph.D., Theoretical Chemistry
Michigan Technological University
B.S., Chemistry, magna cum laude
Chemical Computing Group March 2014 - July 2015
Morgan Stanley October 2012 - December 2013
Bloomberg September 2010 - July 2012
Riverfront Parkside Condominiums January 2010 - November 2010
D. E. Shaw Research October 2008 - September 2010
University of Montana August 2008 - September 2010
8th Element Diving January 2007 - September 2010
Microsoft October 2006 - January 2007
CoCo Communications November 2004 - April 2006
Microsoft June 2000 - November 2004
Skills
Agile Methodologies, Business Analysis, SharePoint, Python, Requirements Analysis, Project Management, Technical Writing, Systems Analysis, Editing, C, SQL, Writing, HTML, Scientific Computing, Linux, Unix, Customer Insight, Mathematical Modeling, Leadership, Management, Test Cases, Team Leadership, Scrum, Databases, Quality Assurance, Data Analysis
Education
University of Washington
Ph.D., Theoretical Chemistry
Michigan Technological University
B.S., Chemistry, magna cum laude
Kip Desormeaux's Morgan Stanley Experience June 2012 - Present
Job Financial Services Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley June 2012 - Present
Liberty Mutual Group August 2011 - June 2012
Tone Brand Group January 2009 - July 2011
InFocus Photography February 2001 - December 2008
Skills
Hold Series 7..., Hold Series 66..., Hold CA Life & Health..., Hold CA Personal Lines..., Sales, Account Management, Salesforce.com, Strategic Planning, Fixed Annuities, Sales Process, Insurance, Marketing Strategy, Direct Sales, Business Development, New Business Development, Sales Management, Retirement Planning, Life Insurance, Customer Service, Series 7, Microsoft Office, Investments, Microsoft Excel, B2B, Securities License, Real Estate, Management, Team Building
Education
University of Louisiana at Lafayette 1999 — 2005
Business Management, Management, Marketing, Finance
Millsaps College 1998 — 1999
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley June 2012 - Present
Liberty Mutual Group August 2011 - June 2012
Tone Brand Group January 2009 - July 2011
InFocus Photography February 2001 - December 2008
Skills
Hold Series 7..., Hold Series 66..., Hold CA Life & Health..., Hold CA Personal Lines..., Sales, Account Management, Salesforce.com, Strategic Planning, Fixed Annuities, Sales Process, Insurance, Marketing Strategy, Direct Sales, Business Development, New Business Development, Sales Management, Retirement Planning, Life Insurance, Customer Service, Series 7, Microsoft Office, Investments, Microsoft Excel, B2B, Securities License, Real Estate, Management, Team Building
Education
University of Louisiana at Lafayette 1999 — 2005
Business Management, Management, Marketing, Finance
Millsaps College 1998 — 1999
Ted Barnhart Ted Barnhart's Morgan Stanley Experience 2004 - 2006
Job Registered Investment Advisor / Austrian School of Investment Thought Blog
Industry Investment Management
Experience
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Ayoub Naciri's Morgan Stanley Experience April 2013 - November 2014
Job IT Director at ArtaBit
Industry Information Technology and Services
Experience
ArtaBit February 2014 - Present
Morgan Stanley April 2013 - November 2014
UBS Investment Bank 2009 - December 2012
Sumo Capital March 2009 - April 2010
Atlas Lion Capital LLC April 2007 - March 2009
Lehman Brothers July 2005 - April 2007
Intel Corporation August 1998 - August 2002
Microware 1996 - 1998
Skills
Derivatives, C++, C#, .NET, Multithreading, Fixed Income, Python, R, NumPy
Education
Michigan Technological University 1993 — 1996
B.S, Electrical Engineering
ArtaBit February 2014 - Present
Morgan Stanley April 2013 - November 2014
UBS Investment Bank 2009 - December 2012
Sumo Capital March 2009 - April 2010
Atlas Lion Capital LLC April 2007 - March 2009
Lehman Brothers July 2005 - April 2007
Intel Corporation August 1998 - August 2002
Microware 1996 - 1998
Skills
Derivatives, C++, C#, .NET, Multithreading, Fixed Income, Python, R, NumPy
Education
Michigan Technological University 1993 — 1996
B.S, Electrical Engineering
Sandra Harris, CFA Sandra Harris, CFA's Morgan Stanley Experience December 2012 - December 2013
Job Partner at Prime II Management
Industry Financial Services
Experience
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
Alexander Westra Alexander Westra's Morgan Stanley Experience 2004 - 2007
Job Director at Hines
Industry Real Estate
Experience
Hines June 2012 - Present
City of New York 2008 - 2010
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Strategy, Business Strategy, Management, Real Estate, Real Estate Development, Social Media, Real Estate Economics, Private Equity, Corporate Real Estate, Leases, Disposition, Property Management, Real Estate Transactions
Education
University of Virginia
Master of Business Administration (M.B.A.)
Middlebury College
Bachelor's Degree, International Economics
Hines June 2012 - Present
City of New York 2008 - 2010
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Strategy, Business Strategy, Management, Real Estate, Real Estate Development, Social Media, Real Estate Economics, Private Equity, Corporate Real Estate, Leases, Disposition, Property Management, Real Estate Transactions
Education
University of Virginia
Master of Business Administration (M.B.A.)
Middlebury College
Bachelor's Degree, International Economics
John Popkowski John Popkowski's Morgan Stanley Experience June 2011 - July 2011
Job Analyst at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners January 2015 - Present
RBS Markets and International Banking July 2013 - December 2014
RBS Markets and International Banking June 2012 - August 2012
Morgan Stanley June 2011 - July 2011
Morgan Stanley June 2010 - July 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Providence Equity Partners January 2015 - Present
RBS Markets and International Banking July 2013 - December 2014
RBS Markets and International Banking June 2012 - August 2012
Morgan Stanley June 2011 - July 2011
Morgan Stanley June 2010 - July 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Joseph Liberator Joseph Liberator's Morgan Stanley Experience July 2014 - Present
Job Associate, Morgan Stanley Merchant Banking & Real Estate Investing
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Royal Bank of Scotland July 2011 - June 2014
Skills
Fixed Income, Capital Markets
Education
Middlebury College 2007 — 2011
BA, Economics, American Studies
Westminster School 2003 — 2007
Morgan Stanley July 2014 - Present
Royal Bank of Scotland July 2011 - June 2014
Skills
Fixed Income, Capital Markets
Education
Middlebury College 2007 — 2011
BA, Economics, American Studies
Westminster School 2003 — 2007
Brad Kaminski Brad Kaminski's Morgan Stanley Experience June 2001 - August 2006
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2006 - Present
Morgan Stanley June 2001 - August 2006
Skills
Investments, Asset Allocation, Financial Services, Investment Strategies, Securities, 401(k) Rollovers, Financial Advisory, Fixed Income Strategies, Retirement, Retirement Plan..., Retirement Savings, Risk Management..., Tax Efficient Strategies, Wealth Management..., Wealth Preservation..., Insurance
Education
Michigan State University - The Eli Broad College of Business 1996 — 2001
BA, Business
Oppenheimer & Co. Inc. September 2006 - Present
Morgan Stanley June 2001 - August 2006
Skills
Investments, Asset Allocation, Financial Services, Investment Strategies, Securities, 401(k) Rollovers, Financial Advisory, Fixed Income Strategies, Retirement, Retirement Plan..., Retirement Savings, Risk Management..., Tax Efficient Strategies, Wealth Management..., Wealth Preservation..., Insurance
Education
Michigan State University - The Eli Broad College of Business 1996 — 2001
BA, Business
Chad R. Chad R.'s Morgan Stanley Experience June 2001 - November 2002
Job Finance Director, Global ERP Implementation at Godiva Chocolatier
Industry Consumer Goods
Experience
Godiva Chocolatier November 2010 - Present
Tasty Baking Company March 2003 - September 2010
Morgan Stanley June 2001 - November 2002
Campbell Soup Company June 1997 - June 2001
Education
University of South Carolina - Darla Moore School of Business
M.B.A., International Business
Middlebury College
M.A., Spanish
University of North Carolina at Chapel Hill
B.A., Polticial Science (with Distinction)
Godiva Chocolatier November 2010 - Present
Tasty Baking Company March 2003 - September 2010
Morgan Stanley June 2001 - November 2002
Campbell Soup Company June 1997 - June 2001
Education
University of South Carolina - Darla Moore School of Business
M.B.A., International Business
Middlebury College
M.A., Spanish
University of North Carolina at Chapel Hill
B.A., Polticial Science (with Distinction)
Brittney Faber Brittney Faber's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
KBW August 2013 - May 2014
UnitedHealth Group June 2012 - August 2012
Tuck School of Business at Dartmouth College June 2011 - July 2011
Minikahda Country Club May 2010 - August 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Economics
Université Michel de Montaigne (Bordeaux 3) 2011 — 2011
Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
Breck School 2003 — 2009
Morgan Stanley June 2014 - Present
KBW August 2013 - May 2014
UnitedHealth Group June 2012 - August 2012
Tuck School of Business at Dartmouth College June 2011 - July 2011
Minikahda Country Club May 2010 - August 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Economics
Université Michel de Montaigne (Bordeaux 3) 2011 — 2011
Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
Breck School 2003 — 2009
Chris Cavalli Chris Cavalli's Morgan Stanley Experience April 2012 - June 2013
Job Global Marine Practice at Marsh
Industry Insurance
Experience
Marsh April 2014 - Present
Oppenheimer & Co. July 2013 - March 2014
Morgan Stanley April 2012 - June 2013
Willis January 2004 - January 2009
Skills
Series 7, Series 66, Registered Investment..., General Securities..., Accounting, Budgeting, Risk Management, Wealth Management, Risk, Strategic Planning, French
Education
Middlebury Institute of International Studies at Monterey 2009 — 2011
Master's Degree, Business with International Finance Specialization
University of California, Santa Barbara 1998 — 2002
Bachelors of Arts, French
Golden Gate University
Master's Degree, Accounting (Not Yet Complete)
Marsh April 2014 - Present
Oppenheimer & Co. July 2013 - March 2014
Morgan Stanley April 2012 - June 2013
Willis January 2004 - January 2009
Skills
Series 7, Series 66, Registered Investment..., General Securities..., Accounting, Budgeting, Risk Management, Wealth Management, Risk, Strategic Planning, French
Education
Middlebury Institute of International Studies at Monterey 2009 — 2011
Master's Degree, Business with International Finance Specialization
University of California, Santa Barbara 1998 — 2002
Bachelors of Arts, French
Golden Gate University
Master's Degree, Accounting (Not Yet Complete)
Kimberly Waldron Kimberly Waldron's Morgan Stanley Experience June 2010 - July 2011
Job Associate Brand Manager, Innovation at MillerCoors
Industry Consumer Goods
Experience
MillerCoors December 2014 - Present
MillerCoors July 2013 - December 2014
MillerCoors May 2012 - August 2012
Blarney Castle & Gardens March 2012 - May 2012
Morgan Stanley June 2010 - July 2011
Morgan Stanley August 2007 - June 2010
Cason Nightingale October 2004 - August 2007
Skills
Competitive Analysis, Marketing Strategy, Analytics, Market Research, Strategy, Strategic Planning, Segmentation, Business Strategy, Cross-functional Team..., Financial Analysis, Customer Insight, Data Analysis, Brand Management, Valuation, Social Media Marketing, Market Analysis, Marketing Research, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing and Strategy
Middlebury College 2000 — 2004
BA, Political Science, Economics
University of New South Wales 2002 — 2002
Study Abroad Program
MillerCoors December 2014 - Present
MillerCoors July 2013 - December 2014
MillerCoors May 2012 - August 2012
Blarney Castle & Gardens March 2012 - May 2012
Morgan Stanley June 2010 - July 2011
Morgan Stanley August 2007 - June 2010
Cason Nightingale October 2004 - August 2007
Skills
Competitive Analysis, Marketing Strategy, Analytics, Market Research, Strategy, Strategic Planning, Segmentation, Business Strategy, Cross-functional Team..., Financial Analysis, Customer Insight, Data Analysis, Brand Management, Valuation, Social Media Marketing, Market Analysis, Marketing Research, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing and Strategy
Middlebury College 2000 — 2004
BA, Political Science, Economics
University of New South Wales 2002 — 2002
Study Abroad Program
Shawn Bannon-Winthrop Shawn Bannon-Winthrop's Morgan Stanley Experience January 2000 - May 2004
Job General Manager at The Harp Restaurant
Industry Events Services
Experience
The Harp Restaurant April 2014 - Present
Freelance / TV Production May 2008 - Present
Maryland Athletic Club (MAC) September 2010 - August 2013
Live TV Group 2008 - December 2009
Retirement Living TV February 2007 - July 2008
Morgan Stanley January 2000 - May 2004
Skills
Video Production, Video, Television, Broadcast, Program Management, Creative Writing, Digital Video, Editing, Social Networking, Event Planning, Budgets, Video Editing, Sales, Social Media, Blogging, Facebook, Leadership, Public Relations, Event Management, Sports, Social Media Marketing
Education
Minnesota School of Business 2012 — 2013
Health Sciences, Health Fitness Specialist
Montgomery College 1992 — 1994
Directing and Theatrical Production, A
Omega Studios' School of Applied Recording Arts & Sciences 1991 — 1992
Advanced Certificate, Audio Engineering
The Harp Restaurant April 2014 - Present
Freelance / TV Production May 2008 - Present
Maryland Athletic Club (MAC) September 2010 - August 2013
Live TV Group 2008 - December 2009
Retirement Living TV February 2007 - July 2008
Morgan Stanley January 2000 - May 2004
Skills
Video Production, Video, Television, Broadcast, Program Management, Creative Writing, Digital Video, Editing, Social Networking, Event Planning, Budgets, Video Editing, Sales, Social Media, Blogging, Facebook, Leadership, Public Relations, Event Management, Sports, Social Media Marketing
Education
Minnesota School of Business 2012 — 2013
Health Sciences, Health Fitness Specialist
Montgomery College 1992 — 1994
Directing and Theatrical Production, A
Omega Studios' School of Applied Recording Arts & Sciences 1991 — 1992
Advanced Certificate, Audio Engineering
Kitty Lee Kitty Lee's Morgan Stanley Experience January 2014 - September 2014
Job SeniorLevel Project Management Professional
Industry Financial Services
Experience
Morgan Stanley January 2014 - September 2014
Morgan Stanley November 2011 - December 2013
Morgan Stanley August 2010 - November 2011
Morgan Stanley 2007 - 2010
Morgan Stanley 2006 - 2007
Morgan Stanley 2001 - 2005
Morgan Stanley 1998 - 2000
Salomon Smith Barney 1997 - 1998
Apprise Insurance Information Systems 1988 - 1997
Skills
Project Management, Business Systems..., Strategic Planning, Network Infrastructure..., Infrastructure Builds, Technology Solution..., Change Management, Vendor Relationship..., Business Analysis, Microsoft Office, Analysis, Risk Management, Leadership, SDLC
Education
Middlesex County College
Associate in Applied Science (A.A.S.), Computer & Information Systems
Morgan Stanley January 2014 - September 2014
Morgan Stanley November 2011 - December 2013
Morgan Stanley August 2010 - November 2011
Morgan Stanley 2007 - 2010
Morgan Stanley 2006 - 2007
Morgan Stanley 2001 - 2005
Morgan Stanley 1998 - 2000
Salomon Smith Barney 1997 - 1998
Apprise Insurance Information Systems 1988 - 1997
Skills
Project Management, Business Systems..., Strategic Planning, Network Infrastructure..., Infrastructure Builds, Technology Solution..., Change Management, Vendor Relationship..., Business Analysis, Microsoft Office, Analysis, Risk Management, Leadership, SDLC
Education
Middlesex County College
Associate in Applied Science (A.A.S.), Computer & Information Systems
Brad L. Cast Brad L. Cast's Morgan Stanley Experience June 1999 - May 2000
Job Chief Financial Director, Financial Planning at Botsford Financial Group
Industry Financial Services
Experience
Botsford Financial Group January 2004 - Present
KPMG June 2000 - January 2004
Morgan Stanley June 1999 - May 2000
Skills
Wealth Management, Investment Advisory, Retirement Planning, Series 65, Series 63, Series 7, Investments, Securities, Mutual Funds, Asset Allocation, FINRA, Financial Planning
Education
Midwestern State University
BBA, Business
Botsford Financial Group January 2004 - Present
KPMG June 2000 - January 2004
Morgan Stanley June 1999 - May 2000
Skills
Wealth Management, Investment Advisory, Retirement Planning, Series 65, Series 63, Series 7, Investments, Securities, Mutual Funds, Asset Allocation, FINRA, Financial Planning
Education
Midwestern State University
BBA, Business
Shane Didier's Morgan Stanley Experience November 2010 - July 2011
Job Structured Equity Derivatives Confirmation Analyst at RBC
Industry Financial Services
Experience
RBC December 2013 - Present
Prospect 33 October 2012 - December 2013
HBO February 2012 - October 2012
Strategic Insight, An Asset International Company June 2011 - February 2012
Morgan Stanley November 2010 - July 2011
HBO Retail & Enterprises September 2010 - November 2010
HBO Enterprises June 2009 - August 2009
Scotiabank April 2006 - December 2008
Skills
Fixed Income, Research, SEC filings, Investments, FX, Excel, Word, Financial Analysis, Analysis, Microsoft Excel, Financial Services, Derivatives, Microsoft Word, FX Options, Equities, Finance, Human Resources, Bloomberg, Accounting, Financial Reporting, Microsoft Office
Education
Midwestern State University 2007 — 2010
Bachelor's of Business Admin, Finance
RBC December 2013 - Present
Prospect 33 October 2012 - December 2013
HBO February 2012 - October 2012
Strategic Insight, An Asset International Company June 2011 - February 2012
Morgan Stanley November 2010 - July 2011
HBO Retail & Enterprises September 2010 - November 2010
HBO Enterprises June 2009 - August 2009
Scotiabank April 2006 - December 2008
Skills
Fixed Income, Research, SEC filings, Investments, FX, Excel, Word, Financial Analysis, Analysis, Microsoft Excel, Financial Services, Derivatives, Microsoft Word, FX Options, Equities, Finance, Human Resources, Bloomberg, Accounting, Financial Reporting, Microsoft Office
Education
Midwestern State University 2007 — 2010
Bachelor's of Business Admin, Finance
David Buzzelli David Buzzelli's Morgan Stanley Experience August 1998 - May 1999
Job Principal Owner at JOBPROGRESS
Industry Computer Software
Experience
JOBPROGRESS - Business Management Apps for the Home Improvement Industry December 2014 - Present
+ January 2013 - Present
Entrepreneur June 1999 - August 2012
Morgan Stanley August 1998 - May 1999
US Securities and Exchange Commission June 1997 - August 1998
FIRST FIDELITY BANCORP March 1994 - August 1995
Skills
Business Strategy, Investor Relations, Business Development, Product Development, Writing, Business Analysis, Legal Compliance, Fundraising, New Business Development, Management, Entrepreneurship, Sales, Research, Start-ups, Sales Management, Job Estimating, Contractors, Home Improvement, Analysis, Team Building, Project Planning, Negotiation, Training, Strategy, Strategic Partnerships, Business Planning, Strategic Planning, Finance, SaaS, Selling, Financial Services, Executive Management, Management Consulting, Competitive Analysis, Contract Negotiation, Marketing Strategy, Leadership, Consulting, Due Diligence, Customer Service, Marketing
Education
Rutgers University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, 3.77
Middlesex County College 1993 — 1995
Associate, Arts, Liberal Arts/Business Administration
JOBPROGRESS - Business Management Apps for the Home Improvement Industry December 2014 - Present
+ January 2013 - Present
Entrepreneur June 1999 - August 2012
Morgan Stanley August 1998 - May 1999
US Securities and Exchange Commission June 1997 - August 1998
FIRST FIDELITY BANCORP March 1994 - August 1995
Skills
Business Strategy, Investor Relations, Business Development, Product Development, Writing, Business Analysis, Legal Compliance, Fundraising, New Business Development, Management, Entrepreneurship, Sales, Research, Start-ups, Sales Management, Job Estimating, Contractors, Home Improvement, Analysis, Team Building, Project Planning, Negotiation, Training, Strategy, Strategic Partnerships, Business Planning, Strategic Planning, Finance, SaaS, Selling, Financial Services, Executive Management, Management Consulting, Competitive Analysis, Contract Negotiation, Marketing Strategy, Leadership, Consulting, Due Diligence, Customer Service, Marketing
Education
Rutgers University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, 3.77
Middlesex County College 1993 — 1995
Associate, Arts, Liberal Arts/Business Administration
Ramon Sieira Ramon Sieira's Morgan Stanley Experience June 2013 - April 2015
Job Retirement Account Specialist
Industry Financial Services
Experience
Morgan Stanley June 2013 - April 2015
Morgan Stanley Smith Barney December 2010 - October 2012
UBS Financial Service, Inc. June 2010 - December 2010
UBS Financial Services Inc. June 2007 - June 2010
UBS Financial Services Inc February 2006 - June 2007
UBS Financial Services Inc September 2005 - February 2006
Skills
Analysis, Data Analysis, Business Analysis, Compliance, Retirement Plans, Annuities, Mutual Funds, Corporate Finance, Accounting, Spanish, Portuguese, Estate Administration, IRAs, Retirement Planning, Fixed Annuities, Insurance, Financial Services, Access, Finance, Retirement, Securities, Asset Management, Risk Management, Equities
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Bachelor, Economics, with a concentration Finance and Accounting, 3.0
Middlesex County College
Morgan Stanley June 2013 - April 2015
Morgan Stanley Smith Barney December 2010 - October 2012
UBS Financial Service, Inc. June 2010 - December 2010
UBS Financial Services Inc. June 2007 - June 2010
UBS Financial Services Inc February 2006 - June 2007
UBS Financial Services Inc September 2005 - February 2006
Skills
Analysis, Data Analysis, Business Analysis, Compliance, Retirement Plans, Annuities, Mutual Funds, Corporate Finance, Accounting, Spanish, Portuguese, Estate Administration, IRAs, Retirement Planning, Fixed Annuities, Insurance, Financial Services, Access, Finance, Retirement, Securities, Asset Management, Risk Management, Equities
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Bachelor, Economics, with a concentration Finance and Accounting, 3.0
Middlesex County College
Mark Wilheim, ACSI Mark Wilheim, ACSI's Morgan Stanley Experience May 2007 - January 2010
Job Senior Sales Associate at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. January 2014 - Present
MSCI Inc. January 2011 - Present
MSCI Inc. January 2010 - December 2010
Morgan Stanley May 2007 - January 2010
Reid Furniture August 2006 - March 2007
Skills
Asset Management, Investment Banking, Structured Products, Asset Allocation, Capital Markets, Equities, Portfolio Management, Emerging Markets, ETFs, Trading, Mutual Funds, Pension Funds, Private Wealth..., Wealth Management..., Financial Markets, Hedge Funds, Consultative Selling..., Bloomberg, Salesforce.com, Risk Management, Wealth Management, Financial Analysis
Education
Middlesex University 2004 — 2006
MSc, International Business Management
Middlesex University 2001 — 2004
BABA, Business and Economics
MSCI Inc. January 2014 - Present
MSCI Inc. January 2011 - Present
MSCI Inc. January 2010 - December 2010
Morgan Stanley May 2007 - January 2010
Reid Furniture August 2006 - March 2007
Skills
Asset Management, Investment Banking, Structured Products, Asset Allocation, Capital Markets, Equities, Portfolio Management, Emerging Markets, ETFs, Trading, Mutual Funds, Pension Funds, Private Wealth..., Wealth Management..., Financial Markets, Hedge Funds, Consultative Selling..., Bloomberg, Salesforce.com, Risk Management, Wealth Management, Financial Analysis
Education
Middlesex University 2004 — 2006
MSc, International Business Management
Middlesex University 2001 — 2004
BABA, Business and Economics
Michael Vitiello Michael Vitiello's Morgan Stanley Experience January 2003 - December 2005
Job Service Sales Manager at Cisco US & CanadaCable,Media,Video
Industry Computer Networking
Experience
Cisco June 2014 - Present
Cisco Systems May 2013 - June 2014
Cisco Systems November 2006 - August 2013
Merrill Lynch January 2006 - October 2006
Wellfleet Wireless January 2005 - January 2006
Morgan Stanley January 2003 - December 2005
IBM January 1995 - December 2003
IBM Global Services 1995 - 2003
Merck-Medco 1994 - 1995
Skills
Professional Services, Project Management, Social Networking, IT Strategy, Vendor Management, IT Service Management, Data Center, Management Consulting, Business Transformation, Program Management, Project Portfolio..., Integration, IT Management, Information Technology, Telecommunications, Management, Cross-functional Team..., Strategy, Business Process, Cloud Computing, Solution Selling, SaaS, Managed Services, Leadership, Pre-sales, Strategic Partnerships, Consulting
Education
Middlesex County College 1990 — 1993
Business
CPI Technical School 1981 — 1983
Technical, Electronics/Computers
Cisco June 2014 - Present
Cisco Systems May 2013 - June 2014
Cisco Systems November 2006 - August 2013
Merrill Lynch January 2006 - October 2006
Wellfleet Wireless January 2005 - January 2006
Morgan Stanley January 2003 - December 2005
IBM January 1995 - December 2003
IBM Global Services 1995 - 2003
Merck-Medco 1994 - 1995
Skills
Professional Services, Project Management, Social Networking, IT Strategy, Vendor Management, IT Service Management, Data Center, Management Consulting, Business Transformation, Program Management, Project Portfolio..., Integration, IT Management, Information Technology, Telecommunications, Management, Cross-functional Team..., Strategy, Business Process, Cloud Computing, Solution Selling, SaaS, Managed Services, Leadership, Pre-sales, Strategic Partnerships, Consulting
Education
Middlesex County College 1990 — 1993
Business
CPI Technical School 1981 — 1983
Technical, Electronics/Computers
Igor Fastov's Morgan Stanley Experience November 2001 - November 2006
Job Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Morgan Stanley November 2001 - November 2006
Pitney Hardin LLP January 1999 - June 2001
Mayer Brown January 1996 - May 1998
American Bar Association January 1996 - December 1997
Skills
Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Charitable Giving, Alternative Investments, Investments, Asset Management, Wealth Transfer, High Net Worth..., Trusts
Education
University of Illinois College of Law 1992 — 1995
JD, Law
Michigan State University 1990 — 1992
BS, Business and Pre-Law
Seton Hall University 1988 — 1990
BA, Business/Pre-Law
Merrill Lynch January 2006 - Present
Morgan Stanley November 2001 - November 2006
Pitney Hardin LLP January 1999 - June 2001
Mayer Brown January 1996 - May 1998
American Bar Association January 1996 - December 1997
Skills
Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Charitable Giving, Alternative Investments, Investments, Asset Management, Wealth Transfer, High Net Worth..., Trusts
Education
University of Illinois College of Law 1992 — 1995
JD, Law
Michigan State University 1990 — 1992
BS, Business and Pre-Law
Seton Hall University 1988 — 1990
BA, Business/Pre-Law
Kayo Wood Kayo Wood's Morgan Stanley Experience September 1998 - June 2004
Job Japanese Conference Interpreter
Industry Translation and Localization
Experience
(Self-employed) May 2007 - Present
Monterey Institute of International Studies January 2012 - May 2012
Nikon Precision Inc. April 2009 - October 2009
Japanese Ground Self Defence Force May 2007 - August 2007
Peace Corps July 2004 - June 2006
Morgan Stanley September 1998 - June 2004
Skills
Japanese, simultaneous..., Consecutive Interpreting, conference..., English, teaching interpretation, Utilities, Government, Simultaneous..., Interpreting, Teaching, Log Interpretation, Multilingual, Translation, Editing, Foreign Languages
Education
Middlebury Institute of International Studies at Monterey 2006 — 2008
MA, Conference Interpretation
University of Southern California - Marshall School of Business 1994 — 1997
B.S., Business Administration, International Finance emphasis
(Self-employed) May 2007 - Present
Monterey Institute of International Studies January 2012 - May 2012
Nikon Precision Inc. April 2009 - October 2009
Japanese Ground Self Defence Force May 2007 - August 2007
Peace Corps July 2004 - June 2006
Morgan Stanley September 1998 - June 2004
Skills
Japanese, simultaneous..., Consecutive Interpreting, conference..., English, teaching interpretation, Utilities, Government, Simultaneous..., Interpreting, Teaching, Log Interpretation, Multilingual, Translation, Editing, Foreign Languages
Education
Middlebury Institute of International Studies at Monterey 2006 — 2008
MA, Conference Interpretation
University of Southern California - Marshall School of Business 1994 — 1997
B.S., Business Administration, International Finance emphasis
Billy Brennan Billy Brennan's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan February 2008 - 2011
Skills
Capital Markets, Derivatives, Valuation, Financial Modeling, Financial Analysis, Convertible Bonds, Convertible Arbitrage, Structured Products, Financial Accounting, Options Pricing, Options, Recapitalizations, Hedge Funds, Data Analysis
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2004 — 2007
Political Science
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan February 2008 - 2011
Skills
Capital Markets, Derivatives, Valuation, Financial Modeling, Financial Analysis, Convertible Bonds, Convertible Arbitrage, Structured Products, Financial Accounting, Options Pricing, Options, Recapitalizations, Hedge Funds, Data Analysis
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2004 — 2007
Political Science
Joanne Christina da Luz's Morgan Stanley Experience September 2013 - January 2015
Job Ed + Tech + Strategic Growth Initiatives
Industry E-Learning
Experience
My Yute Soccer November 2008 - Present
Educents February 2015 - September 2015
Game Theory Academy October 2014 - June 2015
Meemli November 2014 - May 2015
Morgan Stanley September 2013 - January 2015
Life Learning Academy August 1998 - June 2012
Network for Teaching Entrepreneurship January 2009 - June 2010
Stanford Teacher Education Program January 2009 - May 2009
WestEd February 2007 - August 2007
Stanford Institute for Higher Education Research August 2001 - November 2002
Education
Mills College, Lorry I. Lokey Graduate School of Business 2011 — 2013
MBA, Business Administration and Management, General
Stanford University 1994 — 1995
Master of Arts (M.A.), Education
University of California, San Diego 1988 — 1993
B.A., General Literature, Minor in Mathematics
My Yute Soccer November 2008 - Present
Educents February 2015 - September 2015
Game Theory Academy October 2014 - June 2015
Meemli November 2014 - May 2015
Morgan Stanley September 2013 - January 2015
Life Learning Academy August 1998 - June 2012
Network for Teaching Entrepreneurship January 2009 - June 2010
Stanford Teacher Education Program January 2009 - May 2009
WestEd February 2007 - August 2007
Stanford Institute for Higher Education Research August 2001 - November 2002
Education
Mills College, Lorry I. Lokey Graduate School of Business 2011 — 2013
MBA, Business Administration and Management, General
Stanford University 1994 — 1995
Master of Arts (M.A.), Education
University of California, San Diego 1988 — 1993
B.A., General Literature, Minor in Mathematics
Amin Gholizadeh Amin Gholizadeh's Morgan Stanley Experience July 2015 - July 2015
Job Student at Boston College, Class of 2017
Industry Capital Markets
Experience
Arlington Public News July 2015 - Present
Boston College June 2015 - Present
Morgan Stanley July 2015 - July 2015
Boston College December 2014 - May 2015
Middlesex Community College September 2013 - May 2014
LEDA Enterprises May 2012 - August 2013
Verizon Wireless November 2010 - August 2011
T-Mobile July 2008 - November 2010
Skills
Leadership, Entrepreneurship, Sales, Customer Satisfaction, Coaching, Training, Strategy, Manufacturing, Consulting, Team Leadership, Telecommunications, Sales Management, Marketing, Direct Sales, Business Development, Start-ups, Selling, Sales Operations, Product Management, Cross-functional Team..., Competitive Analysis, Public Speaking, Research, Customer Service, Event Planning, Management, Microsoft Office, PowerPoint, JavaScript, HTML
Education
Boston College 2014 — 2017
Economics, 3.97
Middlesex Community College 2013 — 2014
Liberal Arts and Sciences/Liberal Studies, 3.95
University of Rochester 2011 — 2011
Bachelor of Engineering (B.E.), Engineering
TGA
Arlington Public News July 2015 - Present
Boston College June 2015 - Present
Morgan Stanley July 2015 - July 2015
Boston College December 2014 - May 2015
Middlesex Community College September 2013 - May 2014
LEDA Enterprises May 2012 - August 2013
Verizon Wireless November 2010 - August 2011
T-Mobile July 2008 - November 2010
Skills
Leadership, Entrepreneurship, Sales, Customer Satisfaction, Coaching, Training, Strategy, Manufacturing, Consulting, Team Leadership, Telecommunications, Sales Management, Marketing, Direct Sales, Business Development, Start-ups, Selling, Sales Operations, Product Management, Cross-functional Team..., Competitive Analysis, Public Speaking, Research, Customer Service, Event Planning, Management, Microsoft Office, PowerPoint, JavaScript, HTML
Education
Boston College 2014 — 2017
Economics, 3.97
Middlesex Community College 2013 — 2014
Liberal Arts and Sciences/Liberal Studies, 3.95
University of Rochester 2011 — 2011
Bachelor of Engineering (B.E.), Engineering
TGA
Katie Ritter Katie Ritter's Morgan Stanley Experience June 2013 - August 2013
Job Leasing Associate at Transwestern RBJ
Industry Real Estate
Experience
Transwestern June 2015 - Present
Campanelli June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Press Releases, Social Media Marketing, Public Relations, Relationship Management, Teamwork
Education
Middlebury College 2011 — 2015
Bachelor's degree, Economics
Transwestern June 2015 - Present
Campanelli June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Press Releases, Social Media Marketing, Public Relations, Relationship Management, Teamwork
Education
Middlebury College 2011 — 2015
Bachelor's degree, Economics
Cassidy Coash Cassidy Coash's Morgan Stanley Experience June 2015 - Present
Job Equity Capital Markets Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2014
Ashoka Argentina April 2014 - July 2014
MiddCORE January 2014 - January 2014
EverTrue June 2013 - August 2013
Middlesex School June 2011 - July 2012
Star Camps July 2008 - July 2011
Skills
Teamwork, Spanish, Fundraising, Editing, Writing
Education
Middlebury College 2011 — 2015
Summa Cum Laude
Universidad Torcuato Di Tella 2014 — 2014
Middlesex 2007 — 2011
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2014
Ashoka Argentina April 2014 - July 2014
MiddCORE January 2014 - January 2014
EverTrue June 2013 - August 2013
Middlesex School June 2011 - July 2012
Star Camps July 2008 - July 2011
Skills
Teamwork, Spanish, Fundraising, Editing, Writing
Education
Middlebury College 2011 — 2015
Summa Cum Laude
Universidad Torcuato Di Tella 2014 — 2014
Middlesex 2007 — 2011
Paul Sonnier Paul Sonnier's Morgan Stanley Experience August 2015 - Present
Job
Industry E-Learning
Experience
Morgan Stanley August 2015 - Present
Whale Path, Inc. October 2013 - May 2015
Donalies Financial, LLC. June 2014 - August 2014
Bank of America August 2010 - September 2012
Skills
Translation, Intercultural..., Multilingual..., Project Management, Microsoft Office, Microsoft Excel, Financial Analysis, Spanish, Leadership, Filing, Team Leadership, Financial Reporting, Corporate Finance, Corporate Governance, Ethical Decision Making, Market Research, Economics, Analysis, Banking, Finance, German
Education
Middlebury Institute of International Studies at Monterey 2013 — 2015
Master of Business Administration (MBA), International Finance & Economics
Middlebury Institute of International Studies at Monterey 2012 — 2013
Master Certificate, Teaching English as a Second or Foreign Language/German Language Instructor
UC Santa Barbara 2009 — 2011
Bachelor of Arts (B.A.), German / Linguistics
Morgan Stanley August 2015 - Present
Whale Path, Inc. October 2013 - May 2015
Donalies Financial, LLC. June 2014 - August 2014
Bank of America August 2010 - September 2012
Skills
Translation, Intercultural..., Multilingual..., Project Management, Microsoft Office, Microsoft Excel, Financial Analysis, Spanish, Leadership, Filing, Team Leadership, Financial Reporting, Corporate Finance, Corporate Governance, Ethical Decision Making, Market Research, Economics, Analysis, Banking, Finance, German
Education
Middlebury Institute of International Studies at Monterey 2013 — 2015
Master of Business Administration (MBA), International Finance & Economics
Middlebury Institute of International Studies at Monterey 2012 — 2013
Master Certificate, Teaching English as a Second or Foreign Language/German Language Instructor
UC Santa Barbara 2009 — 2011
Bachelor of Arts (B.A.), German / Linguistics
Vadim Firfa's Morgan Stanley Experience June 2012 - December 2012
Job Assurance Associate at PwC
Industry Higher Education
Experience
PwC January 2015 - Present
Delta Sigma Pi April 2014 - December 2014
Minnesota State Colleges and Universities - Campus Service Cooperative December 2013 - November 2014
Minnesota State University, Mankato April 2012 - November 2014
Becker Professional Education March 2012 - August 2014
CFA Institute September 2013 - January 2014
Maverick Student Investment Fund August 2013 - December 2013
Wells Fargo Bank May 2013 - August 2013
KDV January 2013 - May 2013
Morgan Stanley June 2012 - December 2012
Skills
Accounting, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Investments, Finance, Critical Thinking, LinkedIn, Microsoft Office, Mutual Funds, Time Management, Customer Service, Business Analysis, QuickBooks, PowerPoint, Management, Problem Solving, Analysis, Forecasting, Team Leadership, Auditing, Financial Statements, ProSystem fx Tax, Tax Accounting, Tax Preparation, Budgets, Financial Accounting, CCH ProSystem fx, Fixed Assets, Tax Returns, Corporate Tax, Income Tax, Asset Keeper, Morningstar, Compliance, Tax Research, Tax, Metrics, MS Excel Pivot Tables, Excel models, Team Management, Event Management
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Finance (Investment Analysis)
Liceul "Orizont" (Moldo-Turc) 2006 — 2009
High School Diploma, 9.38/10
PwC January 2015 - Present
Delta Sigma Pi April 2014 - December 2014
Minnesota State Colleges and Universities - Campus Service Cooperative December 2013 - November 2014
Minnesota State University, Mankato April 2012 - November 2014
Becker Professional Education March 2012 - August 2014
CFA Institute September 2013 - January 2014
Maverick Student Investment Fund August 2013 - December 2013
Wells Fargo Bank May 2013 - August 2013
KDV January 2013 - May 2013
Morgan Stanley June 2012 - December 2012
Skills
Accounting, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Investments, Finance, Critical Thinking, LinkedIn, Microsoft Office, Mutual Funds, Time Management, Customer Service, Business Analysis, QuickBooks, PowerPoint, Management, Problem Solving, Analysis, Forecasting, Team Leadership, Auditing, Financial Statements, ProSystem fx Tax, Tax Accounting, Tax Preparation, Budgets, Financial Accounting, CCH ProSystem fx, Fixed Assets, Tax Returns, Corporate Tax, Income Tax, Asset Keeper, Morningstar, Compliance, Tax Research, Tax, Metrics, MS Excel Pivot Tables, Excel models, Team Management, Event Management
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Finance (Investment Analysis)
Liceul "Orizont" (Moldo-Turc) 2006 — 2009
High School Diploma, 9.38/10
Ethan Galiette Ethan Galiette's Morgan Stanley Experience June 2013 - June 2015
Job Investment Banking Analyst, East Wind Advisors
Industry Investment Banking
Experience
East Wind Advisors June 2015 - Present
Morgan Stanley June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
McChrystal Group January 2012 - February 2012
Benchmark Wealth Management July 2011 - August 2011
Harbor Watch Capital Management LLC June 2010 - August 2010
Ironwood Capital 2008 - 2009
Skills
PowerPoint, Private Equity, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Investments, Social Media, Investment Banking, Valuation, Bloomberg
Education
Middlebury College 2009 — 2013
BA, Cum Laude, Major: Economics; Minor: European History
Tuck School of Business at Dartmouth Bridge Program 2011 — 2011
University College London, U. of London 2011 — 2011
Economics and European History
The Loomis Chaffee School 2005 — 2009
East Wind Advisors June 2015 - Present
Morgan Stanley June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
McChrystal Group January 2012 - February 2012
Benchmark Wealth Management July 2011 - August 2011
Harbor Watch Capital Management LLC June 2010 - August 2010
Ironwood Capital 2008 - 2009
Skills
PowerPoint, Private Equity, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Investments, Social Media, Investment Banking, Valuation, Bloomberg
Education
Middlebury College 2009 — 2013
BA, Cum Laude, Major: Economics; Minor: European History
Tuck School of Business at Dartmouth Bridge Program 2011 — 2011
University College London, U. of London 2011 — 2011
Economics and European History
The Loomis Chaffee School 2005 — 2009
Ewing Milam's Morgan Stanley Experience 1997 - 1999
Job Accomplished multiindustry manager helping businesses and government agencies solve problems and execute action plans
Industry Government Administration
Experience
Mississippi Development Authority April 2008 - Present
Milam Enterprises DBA Bath Fitter of Mississippi January 2004 - August 2007
Trustmark Bank 1999 - 2003
Morgan Stanley 1997 - 1999
Security Ballew Inc 1994 - 1997
Skills
Project Management, Process Improvement, Program Management, Government, Policy, Contract Negotiation, Public Relations, Strategic Planning, Analysis, Contract Management, Business Process..., Sales Management, Sales, Marketing Strategy, New Business Development, Operations Management, Team Building
Education
Millsaps College 2011 — 2013
Master of Business Administration (M.B.A.)
University of Mississippi - School of Business Administration 1988 — 1992
Bachelor's Degree, Business/Commerce, General
Mississippi Development Authority April 2008 - Present
Milam Enterprises DBA Bath Fitter of Mississippi January 2004 - August 2007
Trustmark Bank 1999 - 2003
Morgan Stanley 1997 - 1999
Security Ballew Inc 1994 - 1997
Skills
Project Management, Process Improvement, Program Management, Government, Policy, Contract Negotiation, Public Relations, Strategic Planning, Analysis, Contract Management, Business Process..., Sales Management, Sales, Marketing Strategy, New Business Development, Operations Management, Team Building
Education
Millsaps College 2011 — 2013
Master of Business Administration (M.B.A.)
University of Mississippi - School of Business Administration 1988 — 1992
Bachelor's Degree, Business/Commerce, General
Danielle deGuzman Armstead Danielle deGuzman Armstead's Morgan Stanley Experience June 2015 - Present
Job Client Services Associate & Marketing Assistant for the Wealth Management division at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2015 - Present
Armstead Fitness Solutions January 2010 - Present
Mills College August 2014 - May 2015
Mills College Telephone Outreach Program September 2014 - March 2015
Allterra Solar September 2013 - December 2013
Solar Guide August 2007 - December 2013
West Valley College TV STUDIO January 2009 - May 2009
West Valley College Campus Center January 2008 - December 2008
Skills
Microsoft Office, Research, Public Speaking, Microsoft Word, Higher Education, Program Development, Teaching, Event Planning, PowerPoint, Community Outreach, Lead Generation, Cross Media Marketing, Sales, Marketing, Cold Calling, Panel Moderator, Product Spokesperson, Leadership, Microsoft Excel, Social Media, Social Networking, Editing, Management, Customer Service
Education
Mills College 2014 — 2016
Bachelor of Arts (B.A.) anticipated 2016, English Language and Literature, General, Junior
West Valley College 2011 — 2014
Associate of Arts (A.A.), English, 3.75
West Valley College 2008 — 2010
Associate of Arts (AA), Arts and Humanities, 3.4
Archbishop Mitty 2003 — 2007
High School Diploma
Morgan Stanley June 2015 - Present
Armstead Fitness Solutions January 2010 - Present
Mills College August 2014 - May 2015
Mills College Telephone Outreach Program September 2014 - March 2015
Allterra Solar September 2013 - December 2013
Solar Guide August 2007 - December 2013
West Valley College TV STUDIO January 2009 - May 2009
West Valley College Campus Center January 2008 - December 2008
Skills
Microsoft Office, Research, Public Speaking, Microsoft Word, Higher Education, Program Development, Teaching, Event Planning, PowerPoint, Community Outreach, Lead Generation, Cross Media Marketing, Sales, Marketing, Cold Calling, Panel Moderator, Product Spokesperson, Leadership, Microsoft Excel, Social Media, Social Networking, Editing, Management, Customer Service
Education
Mills College 2014 — 2016
Bachelor of Arts (B.A.) anticipated 2016, English Language and Literature, General, Junior
West Valley College 2011 — 2014
Associate of Arts (A.A.), English, 3.75
West Valley College 2008 — 2010
Associate of Arts (AA), Arts and Humanities, 3.4
Archbishop Mitty 2003 — 2007
High School Diploma
Rebecca Sisk's Morgan Stanley Experience September 2007 - Present
Job AVP Field Training Manager, The Training Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
UBS December 2003 - September 2007
Skills
Training, Troubleshooting, Management, Project Management, Public Speaking, Technology, Mobile Technology, Microsoft Office, Creative Problem Solving, Customer Service, Classroom, Consulting, Teamwork, Team Leadership, Team Building, Business Planning, Business Development, CRM, Presenter, Presentation Development, Technical Writing, Training Delivery, Curriculum Development, Leadership Development, Driving Growth, Microsoft Excel, Sales, Leadership, Marketing, Strategic Planning
Education
Middle Tennessee State University
Morgan Stanley September 2007 - Present
UBS December 2003 - September 2007
Skills
Training, Troubleshooting, Management, Project Management, Public Speaking, Technology, Mobile Technology, Microsoft Office, Creative Problem Solving, Customer Service, Classroom, Consulting, Teamwork, Team Leadership, Team Building, Business Planning, Business Development, CRM, Presenter, Presentation Development, Technical Writing, Training Delivery, Curriculum Development, Leadership Development, Driving Growth, Microsoft Excel, Sales, Leadership, Marketing, Strategic Planning
Education
Middle Tennessee State University
Tyler Buckingham's Morgan Stanley Experience June 2011 - August 2011
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2013 - Present
Horizon Partners June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Lowenstein Sandler LLP June 2010 - August 2010
Skills
Microsoft Office, Financial Services, Investment Banking, PowerPoint, Microsoft Excel
Education
Middlebury College 2009 — 2013
BA, Economics & Mathematics, cum laude
Montclair High School 2005 — 2009
BMO Capital Markets November 2013 - Present
Horizon Partners June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Lowenstein Sandler LLP June 2010 - August 2010
Skills
Microsoft Office, Financial Services, Investment Banking, PowerPoint, Microsoft Excel
Education
Middlebury College 2009 — 2013
BA, Economics & Mathematics, cum laude
Montclair High School 2005 — 2009
Harlan Peter Sylvester's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Green Mountain Power June 2014 - September 2014
NG Advantage July 2012 - August 2013
Education
Middlebury College 2013 — 2017
Economics
Rice Memorial High School 2009 — 2013
Morgan Stanley June 2015 - August 2015
Green Mountain Power June 2014 - September 2014
NG Advantage July 2012 - August 2013
Education
Middlebury College 2013 — 2017
Economics
Rice Memorial High School 2009 — 2013
Jorge A Vasquez's Morgan Stanley Experience January 2015 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Wells Fargo August 2014 - January 2015
Wells Fargo Advisors August 2014 - January 2015
JPMorgan Chase March 2008 - August 2014
Bank of America November 2006 - March 2008
Skills
Wealth Management, Private Banking, Investments, Securities, Banking, Retail Banking, Deposits, Consumer Lending, Loans, Credit Cards, Finance, Mutual Funds, Portfolio Management, Fixed Income, Equities, Customer Service, Asset Management, Credit
Education
Middlesex County College
Morgan Stanley January 2015 - Present
Wells Fargo August 2014 - January 2015
Wells Fargo Advisors August 2014 - January 2015
JPMorgan Chase March 2008 - August 2014
Bank of America November 2006 - March 2008
Skills
Wealth Management, Private Banking, Investments, Securities, Banking, Retail Banking, Deposits, Consumer Lending, Loans, Credit Cards, Finance, Mutual Funds, Portfolio Management, Fixed Income, Equities, Customer Service, Asset Management, Credit
Education
Middlesex County College
J.P. Garofalo J.P. Garofalo's Morgan Stanley Experience October 2013 - September 2014
Job Fundation Group, LLC.
Industry Financial Services
Experience
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Jennifer Cann Edwards, CEP Jennifer Cann Edwards, CEP's Morgan Stanley Experience August 1999 - April 2003
Job Director at Nerium International
Industry Health, Wellness and Fitness
Experience
Nerium International October 2013 - Present
NCR Corporation April 2014 - May 2015
AOL Inc. October 2010 - April 2014
COMPUTERSHARE PLAN MANAGERS January 2008 - October 2010
WYNDHAM WORLDWIDE CORPORATION August 2006 - January 2008
Cendant April 2006 - August 2006
MEDCO HEALTH SOLUTIONS, INC May 2003 - March 2006
Morgan Stanley August 1999 - April 2003
Mass Mutual August 1998 - June 1999
First Investors Corporation May 1997 - August 1998
Skills
Employee Benefits, Analysis, Human Resources, HRIS, Management, Strategy, Payroll, Finance, Financial Services, Equities, Training, Benefits Administration, Budgets, Software Documentation, Financial Reporting, Incentive Programs, Accounting, Process Improvement, Executive Pay, Call Centers, Vendor Management, Project Planning, Mergers & Acquisitions, Outsourcing, Deferred Compensation, Strategic Financial..., PeopleSoft, ADP Payroll, Risk Management, Business Process, Sarbanes-Oxley Act, Series 7, Investments, Program Management, Onboarding, Performance Management, CRM, Stock Compensation, ESPP, 401k, Payroll Taxes, Data Conversion, Workshop Facilitation, Securities, Pensions, Mergers, System Administration, Relationship Management, Business Analysis, Leadership
Education
Monmouth University 1994 — 1997
Bachelor of Science, Business Administration, Management
Middlesex County College 1992 — 1994
Accounting
Sayreville War Memorial High School 1988 — 1992
College Prep
Nerium International October 2013 - Present
NCR Corporation April 2014 - May 2015
AOL Inc. October 2010 - April 2014
COMPUTERSHARE PLAN MANAGERS January 2008 - October 2010
WYNDHAM WORLDWIDE CORPORATION August 2006 - January 2008
Cendant April 2006 - August 2006
MEDCO HEALTH SOLUTIONS, INC May 2003 - March 2006
Morgan Stanley August 1999 - April 2003
Mass Mutual August 1998 - June 1999
First Investors Corporation May 1997 - August 1998
Skills
Employee Benefits, Analysis, Human Resources, HRIS, Management, Strategy, Payroll, Finance, Financial Services, Equities, Training, Benefits Administration, Budgets, Software Documentation, Financial Reporting, Incentive Programs, Accounting, Process Improvement, Executive Pay, Call Centers, Vendor Management, Project Planning, Mergers & Acquisitions, Outsourcing, Deferred Compensation, Strategic Financial..., PeopleSoft, ADP Payroll, Risk Management, Business Process, Sarbanes-Oxley Act, Series 7, Investments, Program Management, Onboarding, Performance Management, CRM, Stock Compensation, ESPP, 401k, Payroll Taxes, Data Conversion, Workshop Facilitation, Securities, Pensions, Mergers, System Administration, Relationship Management, Business Analysis, Leadership
Education
Monmouth University 1994 — 1997
Bachelor of Science, Business Administration, Management
Middlesex County College 1992 — 1994
Accounting
Sayreville War Memorial High School 1988 — 1992
College Prep
Jim Garvin Jim Garvin's Morgan Stanley Experience September 2000 - May 2001
Job Vice President Global Healthcare Operations
Industry Hospital & Health Care
Experience
GENPACT LLC October 2012 - Present
Player Solutions 2005 - 2015
Dell Revenue Cycle Solutions November 2010 - October 2012
Perot Systems August 2006 - November 2010
Forest Park Hospital December 2005 - June 2006
Forest Park Hospital September 2005 - December 2005
Gateway Regional Medical Center September 2004 - August 2005
Forest Park Hospital May 2002 - August 2004
Morgan Stanley September 2000 - May 2001
Skills
Excel, French, Soccer
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
Millikin University 1998 — 2000
Bachelor of Science, Business Administration
GENPACT LLC October 2012 - Present
Player Solutions 2005 - 2015
Dell Revenue Cycle Solutions November 2010 - October 2012
Perot Systems August 2006 - November 2010
Forest Park Hospital December 2005 - June 2006
Forest Park Hospital September 2005 - December 2005
Gateway Regional Medical Center September 2004 - August 2005
Forest Park Hospital May 2002 - August 2004
Morgan Stanley September 2000 - May 2001
Skills
Excel, French, Soccer
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
Millikin University 1998 — 2000
Bachelor of Science, Business Administration
Reginald Prince's Morgan Stanley Experience March 2003 - July 2005
Job Real Estate Investor at WiseEndeavor Properties LLC
Industry Wholesale
Experience
WiseEndeavor Properties LLC November 2014 - Present
Glazer's Distributors February 2014 - Present
Morgan Stanley March 2003 - July 2005
Skills
Sales, Sales Management, Marketing, Marketing Strategy, Retail, Real Estate, Real Estate Transactions, Finance, Foreclosures, Investors, Investment Properties
Education
Maryvale
Midland College
WiseEndeavor Properties LLC November 2014 - Present
Glazer's Distributors February 2014 - Present
Morgan Stanley March 2003 - July 2005
Skills
Sales, Sales Management, Marketing, Marketing Strategy, Retail, Real Estate, Real Estate Transactions, Finance, Foreclosures, Investors, Investment Properties
Education
Maryvale
Midland College
David Kloeckner David Kloeckner's Morgan Stanley Experience May 2005 - September 2011
Job Financial Advisor, Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
St. Timothy's 2000 - 2015
Morgan Stanley May 2005 - September 2011
Piper Jaffray June 2000 - May 2005
Valmont Industries May 1998 - June 2000
Skills
Series 7, Series 63, Band, Drums, Leadership, Retirement, Public Speaking, Team Building, Customer Service, Finance, Financial Planning
Education
Midland Lutheran College 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Millard North 1993 — 1996
UBS September 2011 - Present
St. Timothy's 2000 - 2015
Morgan Stanley May 2005 - September 2011
Piper Jaffray June 2000 - May 2005
Valmont Industries May 1998 - June 2000
Skills
Series 7, Series 63, Band, Drums, Leadership, Retirement, Public Speaking, Team Building, Customer Service, Finance, Financial Planning
Education
Midland Lutheran College 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Millard North 1993 — 1996
Taylor Virtue Taylor Virtue's Morgan Stanley Experience June 2015 - Present
Job Institutional Equity Division Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Rent The Runway July 2013 - August 2013
Edgewood Management May 2013 - June 2013
Skills
Bloomberg Terminal, Bloomberg Software, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), American/United States Studies/Civilization, Junior
MiddCORE
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Rent The Runway July 2013 - August 2013
Edgewood Management May 2013 - June 2013
Skills
Bloomberg Terminal, Bloomberg Software, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), American/United States Studies/Civilization, Junior
MiddCORE
Sarah Wilemon Sarah Wilemon's Morgan Stanley Experience September 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
First Bank May 2014 - September 2014
The Containery August 2012 - August 2014
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Time Management, Sales, Retail, Leadership, Outlook, Inventory Management, Team Leadership, Access, Marketing
Education
Midwestern State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Texas Tech University 2011 — 2012
Morgan Stanley September 2014 - Present
First Bank May 2014 - September 2014
The Containery August 2012 - August 2014
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Time Management, Sales, Retail, Leadership, Outlook, Inventory Management, Team Leadership, Access, Marketing
Education
Midwestern State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Texas Tech University 2011 — 2012
James Neff's Morgan Stanley Experience 1994 - 2006
Job Branch Manager at Brechnitz Group of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2006 - Present
Morgan Stanley 1994 - 2006
Kemper Securities 1992 - 1994
E.F Hutton 1983 - 1992
Skills
Customer Service, Management, Strategy, Portfolio Management, Finance, Financial Advisory, Retirement Planning, Wealth Management, Securities, Mutual Funds, Investment Advisory, Investments, Asset Allocation
Education
Millikin University
Bachelor's Degree, Accounting
Raymond James Financial Inc. 2006 - Present
Morgan Stanley 1994 - 2006
Kemper Securities 1992 - 1994
E.F Hutton 1983 - 1992
Skills
Customer Service, Management, Strategy, Portfolio Management, Finance, Financial Advisory, Retirement Planning, Wealth Management, Securities, Mutual Funds, Investment Advisory, Investments, Asset Allocation
Education
Millikin University
Bachelor's Degree, Accounting
Kathryn DiPasquale Kathryn DiPasquale's Morgan Stanley Experience February 2013 - October 2013
Job Experienced EA, Project Manager
Industry Human Resources
Experience
National Basketball Association (NBA) September 2014 - April 2015
The New York Optimist August 2014 - October 2014
Columbia University Weatherhead East Asian Institute March 2014 - August 2014
Morgan Stanley February 2013 - October 2013
The United War Veterans Council May 2012 - December 2012
The Genesis Foundation December 2011 - May 2012
Skills
Research, Arabic, Microsoft Office, Spanish, Editing, Microsoft Word, Writing, Customer Service, Supervisory Experience, Planning & Execution of..., Phone Manner, High Level Of..., Adobe Photoshop, SPSS, Translation, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Cold Calling, Data Management, Fundraising, Rapid Learning, Press Releases, Management, Teaching, Photoshop, Qualitative Research, Nonprofits, Event Planning, Public Speaking, Marketing, International Relations, Program Evaluation, Community Outreach, Analysis, Proposal Writing, Policy Analysis, Politics, Higher Education, English
Education
Middlebury College 2006 — 2011
BA, Psychology
C.V. Starr - Middlebury College School in the Middle East 2008 — 2009
Arabic Minor, Modern Standard Arabic and Egyptian Dialect
National Basketball Association (NBA) September 2014 - April 2015
The New York Optimist August 2014 - October 2014
Columbia University Weatherhead East Asian Institute March 2014 - August 2014
Morgan Stanley February 2013 - October 2013
The United War Veterans Council May 2012 - December 2012
The Genesis Foundation December 2011 - May 2012
Skills
Research, Arabic, Microsoft Office, Spanish, Editing, Microsoft Word, Writing, Customer Service, Supervisory Experience, Planning & Execution of..., Phone Manner, High Level Of..., Adobe Photoshop, SPSS, Translation, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Cold Calling, Data Management, Fundraising, Rapid Learning, Press Releases, Management, Teaching, Photoshop, Qualitative Research, Nonprofits, Event Planning, Public Speaking, Marketing, International Relations, Program Evaluation, Community Outreach, Analysis, Proposal Writing, Policy Analysis, Politics, Higher Education, English
Education
Middlebury College 2006 — 2011
BA, Psychology
C.V. Starr - Middlebury College School in the Middle East 2008 — 2009
Arabic Minor, Modern Standard Arabic and Egyptian Dialect
Daniel Lasater Daniel Lasater's Morgan Stanley Experience June 1998 - June 2003
Job Corporate Banking Relationship Manager SVP at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank April 2015 - Present
Broadway Bank June 2009 - March 2015
Bank of America June 2003 - April 2009
Morgan Stanley June 1998 - June 2003
Skills
Mortgage Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Private Banking, Banking, Investments, Wealth Preservation..., Business Planning, Insurance, Loans, Credit Analysis, Consumer Lending, Small Business Lending, Underwriting, Lines Of Credit, Portfolio Management, Retail Banking, Credit Risk
Education
Midwestern State University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
LSA 40
Texas Capital Bank April 2015 - Present
Broadway Bank June 2009 - March 2015
Bank of America June 2003 - April 2009
Morgan Stanley June 1998 - June 2003
Skills
Mortgage Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Private Banking, Banking, Investments, Wealth Preservation..., Business Planning, Insurance, Loans, Credit Analysis, Consumer Lending, Small Business Lending, Underwriting, Lines Of Credit, Portfolio Management, Retail Banking, Credit Risk
Education
Midwestern State University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
LSA 40
Alex Meditz Alex Meditz's Morgan Stanley Experience August 2011 - Present
Job Energy Trader at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley August 2011 - Present
EnerNOC June 2010 - August 2010
Morgan Stanley October 2006 - June 2009
Charles River Associates July 2005 - October 2006
Skills
Commodity, Financial Modeling, Valuation, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Middlebury College 2001 — 2005
BA, Economics, Political Science
Morgan Stanley August 2011 - Present
EnerNOC June 2010 - August 2010
Morgan Stanley October 2006 - June 2009
Charles River Associates July 2005 - October 2006
Skills
Commodity, Financial Modeling, Valuation, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Middlebury College 2001 — 2005
BA, Economics, Political Science
Taylor Alex Scott, CFA Taylor Alex Scott, CFA's Morgan Stanley Experience January 2014 - July 2014
Job Life Insurance Equity Research Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2014 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley May 2011 - January 2014
Rollins Insurance & Risk Management July 2007 - May 2011
Skills
HTML, Visual Basic, WordPress, Financial Modeling, Forecasting, Microsoft Excel, SNL, Capital IQ, Valuation, Leveraged Lending, Insurance, Credit Risk, Asset Management
Education
Middlebury College 2003 — 2007
BA, Economics
Credit Suisse August 2014 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley May 2011 - January 2014
Rollins Insurance & Risk Management July 2007 - May 2011
Skills
HTML, Visual Basic, WordPress, Financial Modeling, Forecasting, Microsoft Excel, SNL, Capital IQ, Valuation, Leveraged Lending, Insurance, Credit Risk, Asset Management
Education
Middlebury College 2003 — 2007
BA, Economics
Henry Marshall Henry Marshall's Morgan Stanley Experience August 2014 - Present
Job Associate Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
NYU Stern School of Business August 2012 - May 2014
Morgan Stanley June 2013 - August 2013
The Riverside Company January 2011 - August 2012
The Riverside Company August 2007 - December 2010
Skills
Private Equity, Long Distance Running, Cycling, Soccer, Skiing, Homebrewing, Ski, Analytics, Valuation, Investments, Portfolio Management, Management, Marketing, Financial Modeling, Financial Analysis
Education
Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration, Finance and Accounting
Middlebury College 2003 — 2007
Bachelor of Arts (B.A.), English
University of Otago 2005 — 2005
University School 1998 — 2002
High School Diploma
Morgan Stanley August 2014 - Present
NYU Stern School of Business August 2012 - May 2014
Morgan Stanley June 2013 - August 2013
The Riverside Company January 2011 - August 2012
The Riverside Company August 2007 - December 2010
Skills
Private Equity, Long Distance Running, Cycling, Soccer, Skiing, Homebrewing, Ski, Analytics, Valuation, Investments, Portfolio Management, Management, Marketing, Financial Modeling, Financial Analysis
Education
Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration, Finance and Accounting
Middlebury College 2003 — 2007
Bachelor of Arts (B.A.), English
University of Otago 2005 — 2005
University School 1998 — 2002
High School Diploma
Michael Craig Michael Craig's Morgan Stanley Experience 2010 - 2010
Job www.michaelvcraig.com
Industry Internet
Experience
Coach 2013 - Present
Shutterfly (formerly MyPublisher) 2012 - 2013
Coach 2011 - 2012
Morgan Stanley 2010 - 2010
Etsy 2009 - 2010
J.Crew 2007 - 2009
Martha Stewart Living Omnimedia 2006 - 2007
Tiffany & Co. 2002 - 2006
Studio Archetype/Sapient 1998 - 2001
Skills
Interaction Design, User Experience Design, E-commerce, Web Design, Graphic Design, Art Direction, User Experience, Creative Direction, Information Architecture, Mobile Devices, Typography, Creative Strategy, User-centered Design, Concept Development, Brand Development, Flash, Digital Marketing, Illustrator, User Interface Design, Layout, Copywriting, Adobe Creative Suite, Photo Art Direction, Web Strategy, Mobile Design, Mobile Web Design, Photography, Experience Design, User Interface, Corporate Identity, Visual Design, Digital Strategy, Interactive Advertising, Branding & Identity, Logo Design, Content Strategy, Information Design, Visual Communication, Illustration, Interactive Marketing, Social Media
Education
Minneapolis College of Art and Design 1995 — 1998
MFA
Skidmore College 1990 — 1994
BA
Edmund Burke School 1985 — 1990
Coach 2013 - Present
Shutterfly (formerly MyPublisher) 2012 - 2013
Coach 2011 - 2012
Morgan Stanley 2010 - 2010
Etsy 2009 - 2010
J.Crew 2007 - 2009
Martha Stewart Living Omnimedia 2006 - 2007
Tiffany & Co. 2002 - 2006
Studio Archetype/Sapient 1998 - 2001
Skills
Interaction Design, User Experience Design, E-commerce, Web Design, Graphic Design, Art Direction, User Experience, Creative Direction, Information Architecture, Mobile Devices, Typography, Creative Strategy, User-centered Design, Concept Development, Brand Development, Flash, Digital Marketing, Illustrator, User Interface Design, Layout, Copywriting, Adobe Creative Suite, Photo Art Direction, Web Strategy, Mobile Design, Mobile Web Design, Photography, Experience Design, User Interface, Corporate Identity, Visual Design, Digital Strategy, Interactive Advertising, Branding & Identity, Logo Design, Content Strategy, Information Design, Visual Communication, Illustration, Interactive Marketing, Social Media
Education
Minneapolis College of Art and Design 1995 — 1998
MFA
Skidmore College 1990 — 1994
BA
Edmund Burke School 1985 — 1990
Todd Wehner Todd Wehner's Morgan Stanley Experience September 2014 - Present
Job Investment Banking Associate at Barclays
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
Barclays Investment Bank July 2012 - August 2014
Barclays Investment Bank June 2011 - August 2011
AMEC May 2010 - August 2010
Nissan North America December 2006 - December 2009
United States Air Force September 2004 - December 2006
United States Air Force June 2002 - September 2004
Skills
Engineering, Renewable Energy, Energy, Emissions, Oversight, Air Force, Life Cycle Assessment, Risk Analysis, Sustainability, Program Management, Energy Efficiency, Financial Modeling, Analysis, Management Consulting, Strategic Planning, Business Strategy, Financial Analysis, Strategy, Process Improvement, Due Diligence, Project Management
Education
University of Michigan - School of Natural Resources 2010 — 2012
Master of Science, Sustainable Systems
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Master of Business Administration, Finance and Strategy
Michigan Technological University 1998 — 2002
Bachelor of Science Dual Degrees, Electrical Engineering / Mechanical Engineering
Morgan Stanley September 2014 - Present
Barclays Investment Bank July 2012 - August 2014
Barclays Investment Bank June 2011 - August 2011
AMEC May 2010 - August 2010
Nissan North America December 2006 - December 2009
United States Air Force September 2004 - December 2006
United States Air Force June 2002 - September 2004
Skills
Engineering, Renewable Energy, Energy, Emissions, Oversight, Air Force, Life Cycle Assessment, Risk Analysis, Sustainability, Program Management, Energy Efficiency, Financial Modeling, Analysis, Management Consulting, Strategic Planning, Business Strategy, Financial Analysis, Strategy, Process Improvement, Due Diligence, Project Management
Education
University of Michigan - School of Natural Resources 2010 — 2012
Master of Science, Sustainable Systems
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Master of Business Administration, Finance and Strategy
Michigan Technological University 1998 — 2002
Bachelor of Science Dual Degrees, Electrical Engineering / Mechanical Engineering
Beth Nolan Beth Nolan's Morgan Stanley Experience August 2000 - April 2006
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2006 - Present
Morgan Stanley August 2000 - April 2006
Skills
Investments, Financial Advisory, Securities, Retirement Planning, Finance, Investment Advisory, Qualified Retirement..., Customer Service, Wealth Management, Management, Mutual Funds, Strategy, Portfolio Management, Investment Strategies, Asset Allocation, non-qualified..., 529 Plans, Retirement Plan..., Estate Planning, Certified Financial..., Irrevocable Life...
Education
Millikin University 2003 — 2004
MBA, Business Management
University of Notre Dame 1994 — 1998
Bachelor of Arts, American Studies
Raymond James April 2006 - Present
Morgan Stanley August 2000 - April 2006
Skills
Investments, Financial Advisory, Securities, Retirement Planning, Finance, Investment Advisory, Qualified Retirement..., Customer Service, Wealth Management, Management, Mutual Funds, Strategy, Portfolio Management, Investment Strategies, Asset Allocation, non-qualified..., 529 Plans, Retirement Plan..., Estate Planning, Certified Financial..., Irrevocable Life...
Education
Millikin University 2003 — 2004
MBA, Business Management
University of Notre Dame 1994 — 1998
Bachelor of Arts, American Studies
Greg Huck, CPA Greg Huck, CPA's Morgan Stanley Experience 1997 - 2006
Job Senior Vice President, Investments at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services 2006 - Present
Morgan Stanley 1997 - 2006
AG Edwards 1994 - 1997
First of America Trust Company 1990 - 1994
KPMG 1985 - 1990
Skills
Finance, Retirement Planning, Financial Advisory, Investments, Securities, Mutual Funds, Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, Asset Allocation, Management, Wealth Management..., Strategy, Investment Advisory
Education
Millikin University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Raymond James Investment Services 2006 - Present
Morgan Stanley 1997 - 2006
AG Edwards 1994 - 1997
First of America Trust Company 1990 - 1994
KPMG 1985 - 1990
Skills
Finance, Retirement Planning, Financial Advisory, Investments, Securities, Mutual Funds, Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, Asset Allocation, Management, Wealth Management..., Strategy, Investment Advisory
Education
Millikin University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Rory Mallard Rory Mallard's Morgan Stanley Experience April 2004 - November 2004
Job Private Banking / Commercial Banking Officer
Industry Banking
Experience
First Farmers and Merchants Bank June 2011 - Present
Fifth Third Bank January 2005 - June 2011
Morgan Stanley April 2004 - November 2004
Bank of America April 2000 - March 2004
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Loan Origination, Mortgage Lending, Private Banking, Real Estate, Retail Banking, Small Business Lending
Education
Middle Tennessee State University 1996 — 2002
First Farmers and Merchants Bank June 2011 - Present
Fifth Third Bank January 2005 - June 2011
Morgan Stanley April 2004 - November 2004
Bank of America April 2000 - March 2004
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Loan Origination, Mortgage Lending, Private Banking, Real Estate, Retail Banking, Small Business Lending
Education
Middle Tennessee State University 1996 — 2002
Brian Elsberg's Morgan Stanley Experience July 2005 - May 2006
Job Global Commodity Buyer at General Motors
Industry Logistics and Supply Chain
Experience
General Motors October 2014 - Present
Intel Corporation July 2012 - October 2014
Michigan State University - The Eli Broad Graduate School of Management August 2010 - May 2012
Intel Corporation May 2011 - August 2011
Staples, Inc. January 2009 - May 2010
First American Bank November 2006 - June 2008
Morgan Stanley July 2005 - May 2006
Anixter International January 2005 - June 2005
Skills
Inventory Management
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA, Logistics, Materials, and Supply Chain Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor's degree, Finance, General
General Motors October 2014 - Present
Intel Corporation July 2012 - October 2014
Michigan State University - The Eli Broad Graduate School of Management August 2010 - May 2012
Intel Corporation May 2011 - August 2011
Staples, Inc. January 2009 - May 2010
First American Bank November 2006 - June 2008
Morgan Stanley July 2005 - May 2006
Anixter International January 2005 - June 2005
Skills
Inventory Management
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2012
MBA, Logistics, Materials, and Supply Chain Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor's degree, Finance, General
Peter Faroni Peter Faroni's Morgan Stanley Experience July 2008 - March 2010
Job Vice President at Visium Asset Management
Industry Venture Capital & Private Equity
Experience
Visium Asset Management September 2014 - Present
CRG March 2010 - August 2014
Morgan Stanley July 2008 - March 2010
Morgan Stanley July 2006 - June 2008
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Financial Modeling, Valuation, Capital Markets, Start-ups, Investments, LBO, Hedge Funds, Corporate Finance, Leveraged Finance, Business Valuation, Alternative Investments, Financial Structuring, Structured Finance, Credit Analysis, Growth Capital, Entrepreneurship, Healthcare, Biotechnology, Pharmaceutical Industry, Biotechnology Industry, Medtech, Medical Diagnostics, Molecular Diagnostics, Medical Devices, Intellectual Property, Structured Products, Asset Backed Financing, Fixed Income, Royalties, Equities, Preferred Stock, Business Development, Partnerships, Limited Partnerships, Fundraising, Investor Relations, Negotiation, Asset Management, Portfolio Management, Special Situations..., Special Situations, Distressed Debt, Corporate Law, Legal Structures, Business Intelligence
Education
Middlebury College 2002 — 2006
B.A., Economics, Mathematics
Visium Asset Management September 2014 - Present
CRG March 2010 - August 2014
Morgan Stanley July 2008 - March 2010
Morgan Stanley July 2006 - June 2008
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Financial Modeling, Valuation, Capital Markets, Start-ups, Investments, LBO, Hedge Funds, Corporate Finance, Leveraged Finance, Business Valuation, Alternative Investments, Financial Structuring, Structured Finance, Credit Analysis, Growth Capital, Entrepreneurship, Healthcare, Biotechnology, Pharmaceutical Industry, Biotechnology Industry, Medtech, Medical Diagnostics, Molecular Diagnostics, Medical Devices, Intellectual Property, Structured Products, Asset Backed Financing, Fixed Income, Royalties, Equities, Preferred Stock, Business Development, Partnerships, Limited Partnerships, Fundraising, Investor Relations, Negotiation, Asset Management, Portfolio Management, Special Situations..., Special Situations, Distressed Debt, Corporate Law, Legal Structures, Business Intelligence
Education
Middlebury College 2002 — 2006
B.A., Economics, Mathematics
Andrew Barriger's Morgan Stanley Experience August 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Citco Fund Services (Malvern) November 2010 - August 2012
Citco Fund Services (San Francisco) June 2007 - June 2010
Castilleja School September 2006 - May 2007
Middlebury Fire Dept October 2002 - June 2006
Education
Middlebury College 2002 — 2006
BA, Maj - Economics, Min - Physics, Math
Morgan Stanley August 2012 - Present
Citco Fund Services (Malvern) November 2010 - August 2012
Citco Fund Services (San Francisco) June 2007 - June 2010
Castilleja School September 2006 - May 2007
Middlebury Fire Dept October 2002 - June 2006
Education
Middlebury College 2002 — 2006
BA, Maj - Economics, Min - Physics, Math
Fursey Walsh's Morgan Stanley Experience June 2000 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2000 - Present
UPS 1998 - 2000
Education
Middlebury College 1985 — 1989
Morgan Stanley June 2000 - Present
UPS 1998 - 2000
Education
Middlebury College 1985 — 1989
Laura Angus's Morgan Stanley Experience August 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Merrill Lynch April 2003 - October 2013
State Street Research 2001 - March 2003
Fleet Bank 1998 - 2001
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor's degree, Corporate Finance
Middlesex Community College 1998 — 2000
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Morgan Stanley August 2014 - Present
Merrill Lynch April 2003 - October 2013
State Street Research 2001 - March 2003
Fleet Bank 1998 - 2001
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor's degree, Corporate Finance
Middlesex Community College 1998 — 2000
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Jeremy Lubin's Morgan Stanley Experience March 2001 - January 2002
Job Director of Sales at Love Systems
Industry Professional Training & Coaching
Experience
Love Systems January 2007 - Present
Ubin Twinz Productions/ Blue Chief Entertainment July 2001 - January 2008
Windward Systems Inc August 2006 - January 2007
Honey Mae Home Loans September 2005 - June 2006
Answer Financial January 2003 - September 2005
Aflac January 2002 - January 2003
Morgan Stanley March 2001 - January 2002
Ivenue.com August 2000 - February 2001
College Broadcast April 2000 - July 2000
Skills
Social Media Marketing, Behavioral Targeting, Documentaries, Dvd, Online Marketing, Social Networking, Digital Media, E-commerce, Social Media, Blogging, Marketing, Email Marketing, PPC, Sales, Film
Education
Michigan State University 1995 — 1999
North Farmington High School 1992 — 1995
Love Systems January 2007 - Present
Ubin Twinz Productions/ Blue Chief Entertainment July 2001 - January 2008
Windward Systems Inc August 2006 - January 2007
Honey Mae Home Loans September 2005 - June 2006
Answer Financial January 2003 - September 2005
Aflac January 2002 - January 2003
Morgan Stanley March 2001 - January 2002
Ivenue.com August 2000 - February 2001
College Broadcast April 2000 - July 2000
Skills
Social Media Marketing, Behavioral Targeting, Documentaries, Dvd, Online Marketing, Social Networking, Digital Media, E-commerce, Social Media, Blogging, Marketing, Email Marketing, PPC, Sales, Film
Education
Michigan State University 1995 — 1999
North Farmington High School 1992 — 1995
Richard Freedland JD's Morgan Stanley Experience September 2006 - December 2007
Job Financial Advisor, Business Attorney, Management Consultant, Health and Life InsuranceLTC, Numismatist, Tax advisor
Industry Financial Services
Experience
Brigade Financial Corporation February 2003 - Present
Richard N Freedland PC May 2001 - Present
Brigade Financial Corporation January 2000 - Present
Dadich and Associates PLC February 2005 - December 2010
Health Care Partners January 2009 - April 2010
Morgan Stanley September 2006 - December 2007
FREEDLAND INDUSTRIES January 1976 - January 1998
Skills
Retirement, Estate Planning, IRA's, Tax, Employee Benefits, Long Term Care, Investments, Insurance, Deferred Compensation, Contract Negotiation, Retirement Planning, 401k, Disability Insurance, Annuities, Roth IRA, Financial Planning, Group Benefits, Wealth, Insurance Planning, Wealth Accumulation, Long-term Care, Securities, Licensing, Wealth Management, Mergers, Business Planning, Strategic Planning, Investment Advisory, New Business Development, Business Strategy, Coaching, Term Life Insurance, Series 7, Financial Planners, Mergers & Acquisitions, Strategic Financial..., Fixed Annuities, Private Equity, Strategy, Financial Advisory, Life Insurance, Loans, Health Insurance, Leadership, Corporate Finance, Finance, Equities, Small Business, Medicare, Corporate Governance
Education
Michigan State University College of Law 1969 — 1972
JD, Business Law, Economics, Tax
University of Michigan 1967 — 1969
BA, History, Liberal Arts (LS&A)
Cass Tech, Cranbrook and Mumford High Schools 1960 — 1965
Brigade Financial Corporation February 2003 - Present
Richard N Freedland PC May 2001 - Present
Brigade Financial Corporation January 2000 - Present
Dadich and Associates PLC February 2005 - December 2010
Health Care Partners January 2009 - April 2010
Morgan Stanley September 2006 - December 2007
FREEDLAND INDUSTRIES January 1976 - January 1998
Skills
Retirement, Estate Planning, IRA's, Tax, Employee Benefits, Long Term Care, Investments, Insurance, Deferred Compensation, Contract Negotiation, Retirement Planning, 401k, Disability Insurance, Annuities, Roth IRA, Financial Planning, Group Benefits, Wealth, Insurance Planning, Wealth Accumulation, Long-term Care, Securities, Licensing, Wealth Management, Mergers, Business Planning, Strategic Planning, Investment Advisory, New Business Development, Business Strategy, Coaching, Term Life Insurance, Series 7, Financial Planners, Mergers & Acquisitions, Strategic Financial..., Fixed Annuities, Private Equity, Strategy, Financial Advisory, Life Insurance, Loans, Health Insurance, Leadership, Corporate Finance, Finance, Equities, Small Business, Medicare, Corporate Governance
Education
Michigan State University College of Law 1969 — 1972
JD, Business Law, Economics, Tax
University of Michigan 1967 — 1969
BA, History, Liberal Arts (LS&A)
Cass Tech, Cranbrook and Mumford High Schools 1960 — 1965
Joshua Levinson's Morgan Stanley Experience May 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Advent Software January 1998 - May 2011
R.H. Bluestein & Co June 1994 - January 1998
Skills
Analysis, Management, Business Analysis, Product Management, Leadership, Customer Service, Project Management, Software Project..., Investments, Requirements Analysis, Hedge Funds, Strategy, Software Development, Program Management, Portfolio Management, CRM, SQL, Trading Systems, Integration, Enterprise Software, Financial Services, SaaS
Education
Michigan State University 1991 — 1995
b.s., Economics/Prelaw
The Browning School 1986 — 1990
Morgan Stanley May 2011 - Present
Advent Software January 1998 - May 2011
R.H. Bluestein & Co June 1994 - January 1998
Skills
Analysis, Management, Business Analysis, Product Management, Leadership, Customer Service, Project Management, Software Project..., Investments, Requirements Analysis, Hedge Funds, Strategy, Software Development, Program Management, Portfolio Management, CRM, SQL, Trading Systems, Integration, Enterprise Software, Financial Services, SaaS
Education
Michigan State University 1991 — 1995
b.s., Economics/Prelaw
The Browning School 1986 — 1990
Rob Lockerman's Morgan Stanley Experience 2000 - 2002
Job AVP, Digital Channel Planning & Development at Unum Group
Industry Insurance
Experience
Unum June 2015 - Present
Unum 2013 - Present
Unum 2010 - 2013
University of Tennessee at Chattanooga 2008 - 2013
Unum 2009 - 2010
Unum 2007 - 2009
Unum 2006 - 2007
TIAA-CREF 2004 - 2006
Morgan Stanley 2000 - 2002
Charles Schwab 1999 - 2000
Skills
Investments, Financial Modeling, Financial Analysis, Investment Management, Fixed Income, Strategic Financial..., Insurance, Capital Markets, Finance, Business Strategy, Teaching, Managerial Finance
Education
University of Georgia - Terry College of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middle Tennessee State University 1995 — 1999
Unum June 2015 - Present
Unum 2013 - Present
Unum 2010 - 2013
University of Tennessee at Chattanooga 2008 - 2013
Unum 2009 - 2010
Unum 2007 - 2009
Unum 2006 - 2007
TIAA-CREF 2004 - 2006
Morgan Stanley 2000 - 2002
Charles Schwab 1999 - 2000
Skills
Investments, Financial Modeling, Financial Analysis, Investment Management, Fixed Income, Strategic Financial..., Insurance, Capital Markets, Finance, Business Strategy, Teaching, Managerial Finance
Education
University of Georgia - Terry College of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middle Tennessee State University 1995 — 1999
April Varner-Nanton's Morgan Stanley Experience July 2011 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2011 - Present
UBS Investment Bank 2006 - July 2011
CIBC 1999 - 2006
IBJ Whitehall September 1996 - February 1999
Education
Middlebury College 1990 — 1994
Bachelor's Degree, English
Morgan Stanley July 2011 - Present
UBS Investment Bank 2006 - July 2011
CIBC 1999 - 2006
IBJ Whitehall September 1996 - February 1999
Education
Middlebury College 1990 — 1994
Bachelor's Degree, English
Ben Kroger's Morgan Stanley Experience September 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Accenture September 2008 - September 2013
Accenture July 2006 - September 2008
Skills
SDLC, Management Consulting, Business Analysis, Business Intelligence, Communication, Business Process..., Financial Services, Requirements Analysis, Business Process Design, Presentations, Requirements Gathering, IT Strategy, Business Process, Business Transformation, PMO
Education
Milwaukee School of Engineering 2001 — 2006
Bachelor of Science, Industrial Engineering
Milwaukee School of Engineering 2001 — 2006
Bachelor of Science, Technical Communication
Morgan Stanley September 2013 - Present
Accenture September 2008 - September 2013
Accenture July 2006 - September 2008
Skills
SDLC, Management Consulting, Business Analysis, Business Intelligence, Communication, Business Process..., Financial Services, Requirements Analysis, Business Process Design, Presentations, Requirements Gathering, IT Strategy, Business Process, Business Transformation, PMO
Education
Milwaukee School of Engineering 2001 — 2006
Bachelor of Science, Industrial Engineering
Milwaukee School of Engineering 2001 — 2006
Bachelor of Science, Technical Communication
Keith Lewandoski's Morgan Stanley Experience July 2000 - October 2004
Job Investment Advisor at Lewfin Partners
Industry Financial Services
Experience
Lewfin Partners January 2012 - Present
Dartmouth College November 2006 - March 2013
Westminster Financial October 2004 - December 2011
Morgan Stanley July 2000 - October 2004
Skills
Investments, Portfolio Management, Equities, Finance, Financial Analysis, Asset Management, Mutual Funds, Fixed Income, Alternative Investments, Financial Services
Education
Middlebury College
GHS
Lewfin Partners January 2012 - Present
Dartmouth College November 2006 - March 2013
Westminster Financial October 2004 - December 2011
Morgan Stanley July 2000 - October 2004
Skills
Investments, Portfolio Management, Equities, Finance, Financial Analysis, Asset Management, Mutual Funds, Fixed Income, Alternative Investments, Financial Services
Education
Middlebury College
GHS
Mark Rafkin's Morgan Stanley Experience October 2012 - Present
Job Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Ridgely Chew's Morgan Stanley Experience September 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley January 2013 - September 2014
Morgan Stanley December 2009 - January 2014
Capmark Financial Group July 2009 - December 2009
U.S. Realty Capital, LLC February 2009 - June 2009
Skills
Underwriting, Valuation, Credit, Mortgage Banking, Commercial Real Estate, Financial Analysis, Investments, Mortgage Lending, Capital Markets
Education
NYU, Schack Real Estate 2013 — 2014
Masters in Real Estate, Real Estate Finance
Temple University Real Estate Institute 2009 — 2009
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Economics, Political Science
The Tuck School of Business at Dartmouth 2008 — 2008
Bridge, Finance, Accounting, Marketing, Economics
The Haverford School 2001 — 2004
Morgan Stanley September 2014 - Present
Morgan Stanley January 2013 - September 2014
Morgan Stanley December 2009 - January 2014
Capmark Financial Group July 2009 - December 2009
U.S. Realty Capital, LLC February 2009 - June 2009
Skills
Underwriting, Valuation, Credit, Mortgage Banking, Commercial Real Estate, Financial Analysis, Investments, Mortgage Lending, Capital Markets
Education
NYU, Schack Real Estate 2013 — 2014
Masters in Real Estate, Real Estate Finance
Temple University Real Estate Institute 2009 — 2009
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Economics, Political Science
The Tuck School of Business at Dartmouth 2008 — 2008
Bridge, Finance, Accounting, Marketing, Economics
The Haverford School 2001 — 2004
Robert Culnane's Morgan Stanley Experience June 2000 - April 2002
Job President at GCO Education Loan Funding Corp.
Industry Financial Services
Experience
Greystone & Co. October 2010 - Present
GCO Education Loan Funding Corp. August 2004 - Present
First Marblehead May 2002 - June 2004
Morgan Stanley June 2000 - April 2002
Goldman Sachs December 1980 - June 2000
Skills
Financial Analysis, Portfolio Management, Risk Management, Due Diligence, Financial Modeling, Mergers & Acquisitions, Investments, Securities, Valuation, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Private Equity
Education
Middlebury College 1974 — 1978
Bachelor of Arts (B.A.), Biology/Physiological Psychology
Greystone & Co. October 2010 - Present
GCO Education Loan Funding Corp. August 2004 - Present
First Marblehead May 2002 - June 2004
Morgan Stanley June 2000 - April 2002
Goldman Sachs December 1980 - June 2000
Skills
Financial Analysis, Portfolio Management, Risk Management, Due Diligence, Financial Modeling, Mergers & Acquisitions, Investments, Securities, Valuation, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Private Equity
Education
Middlebury College 1974 — 1978
Bachelor of Arts (B.A.), Biology/Physiological Psychology
Ani Grigoryan's Morgan Stanley Experience June 2007 - September 2011
Job Equity derivatives product control
Industry Investment Banking
Experience
Citi September 2011 - May 2012
Morgan Stanley June 2007 - September 2011
Education
Middlesex University 2005 — 2007
MSc, Applied Management
Pécsi Tudományegyetem 2005 — 2007
MSc, Applied Management
Yerevan State University 2000 — 2004
BA, Economics
Citi September 2011 - May 2012
Morgan Stanley June 2007 - September 2011
Education
Middlesex University 2005 — 2007
MSc, Applied Management
Pécsi Tudományegyetem 2005 — 2007
MSc, Applied Management
Yerevan State University 2000 — 2004
BA, Economics
Lindsay Parsons's Morgan Stanley Experience 2004 - 2008
Job Associate at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston May 2008 - Present
Credit Suisse 2008 - Present
Morgan Stanley 2004 - 2008
Skills
Investment Banking, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Structured Products, Financial Services, Capital Markets, Emerging Markets, Equity Derivatives, Swaps, FX Options, Middle Office, Trading Systems, Credit Derivatives, Electronic Trading, CDS, Collateral Management, Back Office, Options, Interest Rate..., Settlement, Alternative Investments, Securities Lending, Bonds, Securities, Market Data, Trading, MBS
Education
Michigan State University
Bachelor's
Credit Suisse First Boston May 2008 - Present
Credit Suisse 2008 - Present
Morgan Stanley 2004 - 2008
Skills
Investment Banking, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Structured Products, Financial Services, Capital Markets, Emerging Markets, Equity Derivatives, Swaps, FX Options, Middle Office, Trading Systems, Credit Derivatives, Electronic Trading, CDS, Collateral Management, Back Office, Options, Interest Rate..., Settlement, Alternative Investments, Securities Lending, Bonds, Securities, Market Data, Trading, MBS
Education
Michigan State University
Bachelor's
Elizabeth Chandler's Morgan Stanley Experience 1985 - 2003
Job Principal at ALKeMi LLC
Industry Financial Services
Experience
ALKeMi LLC January 2009 - Present
Morgan Stanley 1985 - 2003
Education
Middlebury College 1980 — 1984
Bachelor's degree, Economics
ALKeMi LLC January 2009 - Present
Morgan Stanley 1985 - 2003
Education
Middlebury College 1980 — 1984
Bachelor's degree, Economics
Jon Wilcox, CMT's Morgan Stanley Experience July 2000 - June 2001
Job Director, Equity Trading at Munder Capital Management
Industry Investment Management
Experience
Beacon Brook January 2015 - Present
Munder Capital Management February 2014 - December 2014
Munder Capital Management June 2001 - January 2014
Morgan Stanley July 2000 - June 2001
Skills
Equities, Asset Management, Bloomberg, Mutual Funds, Series 7, Trading, ETFs, Alternative Investments, Asset Allocation, Series 63, Securities, Fixed Income, Hedge Funds, Equity Research, Investment Advisory, Separately Managed..., Portfolio Management, Electronic Trading, Bonds, Investments, Investment Management, Wealth Management, Bloomberg Terminal, Trading Systems, Equity Trading, FINRA, Derivatives
Education
Walsh College 2005 — 2009
MBA, Finance Specialization
Michigan State University - The Eli Broad College of Business 1995 — 2000
BA Finance
Beacon Brook January 2015 - Present
Munder Capital Management February 2014 - December 2014
Munder Capital Management June 2001 - January 2014
Morgan Stanley July 2000 - June 2001
Skills
Equities, Asset Management, Bloomberg, Mutual Funds, Series 7, Trading, ETFs, Alternative Investments, Asset Allocation, Series 63, Securities, Fixed Income, Hedge Funds, Equity Research, Investment Advisory, Separately Managed..., Portfolio Management, Electronic Trading, Bonds, Investments, Investment Management, Wealth Management, Bloomberg Terminal, Trading Systems, Equity Trading, FINRA, Derivatives
Education
Walsh College 2005 — 2009
MBA, Finance Specialization
Michigan State University - The Eli Broad College of Business 1995 — 2000
BA Finance
Alexander Gart's Morgan Stanley Experience June 2014 - September 2014
Job Senior Associate at Willis Stein & Partners
Industry Venture Capital & Private Equity
Experience
Willis Stein & Partners August 2015 - Present
Morgan Stanley June 2014 - September 2014
Powderhorn Ski Resort October 2011 - August 2013
Canaccord Genuity Inc. June 2009 - October 2011
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Valuation, Accounting, Investment Banking, Operations Management, Capital Markets, Equity Research, Finance, Due Diligence, Strategy, Private Equity
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Neuroscience
Willis Stein & Partners August 2015 - Present
Morgan Stanley June 2014 - September 2014
Powderhorn Ski Resort October 2011 - August 2013
Canaccord Genuity Inc. June 2009 - October 2011
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Valuation, Accounting, Investment Banking, Operations Management, Capital Markets, Equity Research, Finance, Due Diligence, Strategy, Private Equity
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Neuroscience
Julie Troy Afzali's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Head of Training, Private Banking Group at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Private Bank, N.A. July 2010 - January 2015
Dynamic Perspectives June 2009 - July 2010
Teachers College, Columbia University June 2002 - May 2010
UBS Wealth Management January 2008 - April 2009
UBS Wealth Management January 2007 - December 2008
UBS Wealth Management February 2004 - January 2007
UBS Wealth Management September 2002 - February 2004
Troy Associates March 2002 - September 2002
Prudential Financial January 2001 - March 2002
Skills
Leadership Development, Executive Coaching, Organizational..., Talent Management, Strategy, Coaching, Performance Management, Training, Executive Management, Change Management, Instructional Design, Employee Training, Program Management, Organizational..., Leadership
Education
Teachers College of Columbia University 1994 — 1998
M.A., Organizational Psychology
Middlebury College 1989 — 1993
B.A.
Mamaroneck High School
Morgan Stanley January 2015 - Present
Morgan Stanley Private Bank, N.A. July 2010 - January 2015
Dynamic Perspectives June 2009 - July 2010
Teachers College, Columbia University June 2002 - May 2010
UBS Wealth Management January 2008 - April 2009
UBS Wealth Management January 2007 - December 2008
UBS Wealth Management February 2004 - January 2007
UBS Wealth Management September 2002 - February 2004
Troy Associates March 2002 - September 2002
Prudential Financial January 2001 - March 2002
Skills
Leadership Development, Executive Coaching, Organizational..., Talent Management, Strategy, Coaching, Performance Management, Training, Executive Management, Change Management, Instructional Design, Employee Training, Program Management, Organizational..., Leadership
Education
Teachers College of Columbia University 1994 — 1998
M.A., Organizational Psychology
Middlebury College 1989 — 1993
B.A.
Mamaroneck High School
Ken Crawley's Morgan Stanley Experience 2005 - 2006
Job Senior PMO Financial Analyst / MBA / Regulatory
Industry Financial Services
Experience
Credit Suisse February 2014 - Present
Barclays Investment Bank October 2012 - February 2014
Credit Suisse July 2010 - October 2012
Credit Suisse June 2007 - October 2008
Deutsche Bank 2006 - June 2007
Morgan Stanley 2005 - 2006
Pfizer 2004 - 2005
Skills
Process Improvement, Program Management, Finance, PMO, Management, Analysis, Budgets, Portfolio Management, Governance, SharePoint, Business Objects, Due Diligence, Internal Audit, Account Reconciliation, Investment Banking, Financial Services, Project Portfolio...
Education
Millsaps College
The University of Southern Mississippi
MBA, Finance
Credit Suisse February 2014 - Present
Barclays Investment Bank October 2012 - February 2014
Credit Suisse July 2010 - October 2012
Credit Suisse June 2007 - October 2008
Deutsche Bank 2006 - June 2007
Morgan Stanley 2005 - 2006
Pfizer 2004 - 2005
Skills
Process Improvement, Program Management, Finance, PMO, Management, Analysis, Budgets, Portfolio Management, Governance, SharePoint, Business Objects, Due Diligence, Internal Audit, Account Reconciliation, Investment Banking, Financial Services, Project Portfolio...
Education
Millsaps College
The University of Southern Mississippi
MBA, Finance
Bob Audet's Morgan Stanley Experience May 2005 - January 2008
Job Senior Valuation Analyst, Municipals at Bloomberg
Industry Financial Services
Experience
Bloomberg March 2010 - Present
ZeroChaos September 2009 - March 2010
Whitaker Securities April 2008 - November 2009
Morgan Stanley May 2005 - January 2008
Morgan Stanley May 2002 - May 2005
Morgan Stanley November 1998 - April 2002
Morgan Stanley October 1985 - November 1998
Merrill Lynch 1980 - 1985
Skills
Bloomberg Terminal, Microsoft Office 2007, BondEdge, Fixed Income, Bonds, Portfolio Management, Investments, Trading, Securities, Trading Systems, Asset Allocation, Investment Strategies, Bloomberg, Financial Services, Capital Markets, Equities, Hedge Funds, Derivatives, Valuation, Series 7, Asset Management, Finance, Series 63
Education
Middlesex County College 1982 — 1983
William E. Grady Vocational-Technical High School 1974 — 1978
Bloomberg March 2010 - Present
ZeroChaos September 2009 - March 2010
Whitaker Securities April 2008 - November 2009
Morgan Stanley May 2005 - January 2008
Morgan Stanley May 2002 - May 2005
Morgan Stanley November 1998 - April 2002
Morgan Stanley October 1985 - November 1998
Merrill Lynch 1980 - 1985
Skills
Bloomberg Terminal, Microsoft Office 2007, BondEdge, Fixed Income, Bonds, Portfolio Management, Investments, Trading, Securities, Trading Systems, Asset Allocation, Investment Strategies, Bloomberg, Financial Services, Capital Markets, Equities, Hedge Funds, Derivatives, Valuation, Series 7, Asset Management, Finance, Series 63
Education
Middlesex County College 1982 — 1983
William E. Grady Vocational-Technical High School 1974 — 1978
David Ballard's Morgan Stanley Experience April 1997 - April 2000
Job Managing Partner Cantilever Group LLC
Industry Investment Banking
Experience
S3 Partners August 2010 - Present
Cantilever Group February 2008 - Present
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Morgan Stanley April 1997 - April 2000
Lehman Brothers April 1992 - April 1997
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/Accounting
Middlebury College 1982 — 1986
BA, Economics major - Physics concentration
S3 Partners August 2010 - Present
Cantilever Group February 2008 - Present
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Morgan Stanley April 1997 - April 2000
Lehman Brothers April 1992 - April 1997
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/Accounting
Middlebury College 1982 — 1986
BA, Economics major - Physics concentration
Kyle Burke's Morgan Stanley Experience March 2006 - March 2012
Job Vice President at Moody's Corporation
Industry Banking
Experience
Moody's Corporation June 2014 - Present
Moody's Corporation March 2012 - June 2014
Morgan Stanley March 2006 - March 2012
JP Morgan June 1997 - June 2000
Skills
Asset Management, Asset Managment, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Private Equity, Portfolio Management, Risk Management, Bloomberg, Corporate Finance, Due Diligence, IT Strategy, Management, Securities, Series 7, Finance, Trading Systems
Education
Middlebury College 1993 — 1997
Bachelor, English
Moody's Corporation June 2014 - Present
Moody's Corporation March 2012 - June 2014
Morgan Stanley March 2006 - March 2012
JP Morgan June 1997 - June 2000
Skills
Asset Management, Asset Managment, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Private Equity, Portfolio Management, Risk Management, Bloomberg, Corporate Finance, Due Diligence, IT Strategy, Management, Securities, Series 7, Finance, Trading Systems
Education
Middlebury College 1993 — 1997
Bachelor, English
Elizabeth Pendleton's Morgan Stanley Experience June 2001 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual March 2012 - Present
Integrated Financial Partners January 2006 - July 2007
RBC Dain Rauscher March 2005 - December 2005
Bear Stearns June 2004 - January 2005
Vis-a-Vis June 2002 - August 2002
Rotary Sunshine Camp January 1999 - January 2002
Morgan Stanley June 2001 - August 2001
Education
Middlebury College 1999 — 2003
BA, Political Science/American Literature
The University of Queensland 2000 — 2001
Suffolk University Law School
Northwestern Mutual March 2012 - Present
Integrated Financial Partners January 2006 - July 2007
RBC Dain Rauscher March 2005 - December 2005
Bear Stearns June 2004 - January 2005
Vis-a-Vis June 2002 - August 2002
Rotary Sunshine Camp January 1999 - January 2002
Morgan Stanley June 2001 - August 2001
Education
Middlebury College 1999 — 2003
BA, Political Science/American Literature
The University of Queensland 2000 — 2001
Suffolk University Law School
Randolph Randolph's Morgan Stanley Experience September 1991 - July 1993
Job Managing Director Head of US Insurance DCM at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America May 2010 - June 2014
Munich Re Capital Markets May 2009 - May 2010
Merrill Lynch & Co. January 2007 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Merrill Lynch & Co. January 2001 - December 2006
Merrill Lynch & Co. June 1998 - December 2000
Merrill Lynch & Co. August 1995 - May 1998
Morgan Stanley September 1991 - July 1993
Skills
Capital Markets, Investment Banking, Equities, Banking, Mergers & Acquisitions, Investments, Bonds, Structured Finance, Finance, Mergers, Securitization, Fixed Income, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Major: Pol Sci. Minor: Physics
Bank of America Merrill Lynch July 2014 - Present
Bank of America May 2010 - June 2014
Munich Re Capital Markets May 2009 - May 2010
Merrill Lynch & Co. January 2007 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Merrill Lynch & Co. January 2001 - December 2006
Merrill Lynch & Co. June 1998 - December 2000
Merrill Lynch & Co. August 1995 - May 1998
Morgan Stanley September 1991 - July 1993
Skills
Capital Markets, Investment Banking, Equities, Banking, Mergers & Acquisitions, Investments, Bonds, Structured Finance, Finance, Mergers, Securitization, Fixed Income, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Major: Pol Sci. Minor: Physics
Nancy Larke's Morgan Stanley Experience March 1997 - September 1999
Job Executive Administrative Assistant at FCA Fiat Chrysler Automobiles
Industry Executive Office
Experience
FCA Fiat Chrysler Automobiles March 2015 - Present
DTE Energy February 2014 - Present
Marygrove College April 2013 - February 2014
Wayne State University School of Medicine September 2010 - June 2011
Tactical Allocation Group, LLC May 2006 - March 2009
The Ayco Company, L.P. July 2005 - April 2006
Hewitt Associates 1999 - 2005
Morgan Stanley March 1997 - September 1999
Coopers & Lybrand Consulting September 1995 - March 1997
Drake Beam Morin June 1992 - September 1995
Skills
Budget Management, Team Leadership, Project Planning, Project Coordination, Project Execution, Personnel Development, Personnel Training, Personnel Leadership, Personnel Recruiting, Salary Administration, Salary Reviews, Salary Review, Performance Management, Performance Appraisal, Performance Improvement, Time Management, MS Office Suite, Writing, Report Writing, Office Administration, Office Management, Employee Engagement, Employee Management, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Team Building, Cross-functional Team..., Interviews, Payroll, Leadership, Microsoft Office, Project Management
Education
Oakland University 2003 — 2003
None, Business Administration, 3.9
Mott Community College 1974 — 1975
None, Business Administration, 3.8
Michigan State University 1970 — 1973
None, Business Administration, 3.5
FCA Fiat Chrysler Automobiles March 2015 - Present
DTE Energy February 2014 - Present
Marygrove College April 2013 - February 2014
Wayne State University School of Medicine September 2010 - June 2011
Tactical Allocation Group, LLC May 2006 - March 2009
The Ayco Company, L.P. July 2005 - April 2006
Hewitt Associates 1999 - 2005
Morgan Stanley March 1997 - September 1999
Coopers & Lybrand Consulting September 1995 - March 1997
Drake Beam Morin June 1992 - September 1995
Skills
Budget Management, Team Leadership, Project Planning, Project Coordination, Project Execution, Personnel Development, Personnel Training, Personnel Leadership, Personnel Recruiting, Salary Administration, Salary Reviews, Salary Review, Performance Management, Performance Appraisal, Performance Improvement, Time Management, MS Office Suite, Writing, Report Writing, Office Administration, Office Management, Employee Engagement, Employee Management, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Team Building, Cross-functional Team..., Interviews, Payroll, Leadership, Microsoft Office, Project Management
Education
Oakland University 2003 — 2003
None, Business Administration, 3.9
Mott Community College 1974 — 1975
None, Business Administration, 3.8
Michigan State University 1970 — 1973
None, Business Administration, 3.5
Edwina S's Morgan Stanley Experience January 1992 - January 2000
Job Executive Assistant
Industry Executive Office
Experience
White Rose Inc. February 2008 - April 2011
White Rose, Inc February 2008 - April 2011
2004- 2007 May 2004 - February 2008
2005 - 2006 September 2005 - May 2007
Morgan Stanley January 1992 - January 2000
Skills
Administrative...
Education
Middlesex County College
Technology
White Rose Inc. February 2008 - April 2011
White Rose, Inc February 2008 - April 2011
2004- 2007 May 2004 - February 2008
2005 - 2006 September 2005 - May 2007
Morgan Stanley January 1992 - January 2000
Skills
Administrative...
Education
Middlesex County College
Technology
Ashley Walker's Morgan Stanley Experience June 2005 - August 2006
Job Vice President of Shared Services at First Data
Industry Financial Services
Experience
First Data Corporation May 2015 - Present
Willis January 2014 - Present
Willis January 2013 - December 2013
Willis July 2011 - December 2012
Willis June 2009 - June 2011
Lattimore Black Morgan & Cain CPAs January 2008 - May 2009
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Forecasting, Budgeting, Strategic Financial..., Financial Statements, Project Finance, Accounting, US GAAP, General Ledger, Financial Accounting, Compensation & Benefit, Financial Reporting, Investor Relations..., Project Management, Essbase, Internal Controls, Sarbanes-Oxley Act, Finance, GAAP, Financial Planning, Management
Education
Middle Tennessee State University 2007 — 2007
Master's degree, Accounting
University of Tennessee-Knoxville 2002 — 2006
Bachelor's degree, Accounting
First Data Corporation May 2015 - Present
Willis January 2014 - Present
Willis January 2013 - December 2013
Willis July 2011 - December 2012
Willis June 2009 - June 2011
Lattimore Black Morgan & Cain CPAs January 2008 - May 2009
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Forecasting, Budgeting, Strategic Financial..., Financial Statements, Project Finance, Accounting, US GAAP, General Ledger, Financial Accounting, Compensation & Benefit, Financial Reporting, Investor Relations..., Project Management, Essbase, Internal Controls, Sarbanes-Oxley Act, Finance, GAAP, Financial Planning, Management
Education
Middle Tennessee State University 2007 — 2007
Master's degree, Accounting
University of Tennessee-Knoxville 2002 — 2006
Bachelor's degree, Accounting
William Burchfield's Morgan Stanley Experience January 2000 - January 2009
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
David Thuma's Morgan Stanley Experience 2007 - 2009
Job SVP, Director LOB Marketing Group at PNC
Industry Marketing and Advertising
Experience
PNC 2011 - Present
Morgan Stanley 2007 - 2009
Fidelity Investments 2005 - 2007
Hill Holliday 2002 - 2005
Fidelity Investments 1997 - 2002
Education
Wayne State University 1990 — 1992
MBA, Marketing & Finance
Michigan State University
Bachelor of Arts, Advertising
PNC 2011 - Present
Morgan Stanley 2007 - 2009
Fidelity Investments 2005 - 2007
Hill Holliday 2002 - 2005
Fidelity Investments 1997 - 2002
Education
Wayne State University 1990 — 1992
MBA, Marketing & Finance
Michigan State University
Bachelor of Arts, Advertising
Peter Le's Morgan Stanley Experience June 2012 - March 2014
Job Investment Professional at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital April 2014 - Present
Morgan Stanley June 2012 - March 2014
Plough Penny Partners 2011 - 2011
UBS Investment Bank June 2010 - August 2010
MEplusYOU Agency 2010 - 2010
Education
Middlebury College 2008 — 2012
BA, Economics
Friends Academy
High School Affiliated to Fudan University
Magnetar Capital April 2014 - Present
Morgan Stanley June 2012 - March 2014
Plough Penny Partners 2011 - 2011
UBS Investment Bank June 2010 - August 2010
MEplusYOU Agency 2010 - 2010
Education
Middlebury College 2008 — 2012
BA, Economics
Friends Academy
High School Affiliated to Fudan University
Gaurav Saini's Morgan Stanley Experience May 2011 - Present
Job Managing Director and CPO at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Avaya January 2010 - April 2011
Nortel Networks August 2008 - December 2009
McKinsey & Company October 2000 - July 2008
Skills
Strategic Sourcing, Business Transformation, Cross-functional Team..., Outsourcing, Sourcing, Management Consulting, Vendor Management, Strategy, Management, Business Process..., Team Management, Process Improvement, Software Project..., Business Strategy, Integration, Operations Management, Operational Excellence, Technology Management, Supply Chain Management, Program Management, Business Planning, Six Sigma, Procurement, Project Management, Contract Negotiation, Supply Chain, IT Strategy, Process Engineering, Change Management, Mergers & Acquisitions, Product Management, Business Analysis
Education
Michigan State University - The Eli Broad College of Business 1997 — 1998
MBA, Finance and Operations
University of Missouri-Rolla 1994 — 1996
MS, Mechanical Engineering
National Institute of Technology Kurukshetra 1990 — 1994
BS, Mechanical Engineering
Morgan Stanley May 2011 - Present
Avaya January 2010 - April 2011
Nortel Networks August 2008 - December 2009
McKinsey & Company October 2000 - July 2008
Skills
Strategic Sourcing, Business Transformation, Cross-functional Team..., Outsourcing, Sourcing, Management Consulting, Vendor Management, Strategy, Management, Business Process..., Team Management, Process Improvement, Software Project..., Business Strategy, Integration, Operations Management, Operational Excellence, Technology Management, Supply Chain Management, Program Management, Business Planning, Six Sigma, Procurement, Project Management, Contract Negotiation, Supply Chain, IT Strategy, Process Engineering, Change Management, Mergers & Acquisitions, Product Management, Business Analysis
Education
Michigan State University - The Eli Broad College of Business 1997 — 1998
MBA, Finance and Operations
University of Missouri-Rolla 1994 — 1996
MS, Mechanical Engineering
National Institute of Technology Kurukshetra 1990 — 1994
BS, Mechanical Engineering
Anish Johri's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
Twitter November 2013 - March 2014
Twitter June 2013 - September 2013
LinkedIn May 2012 - August 2012
Room to Read June 2010 - July 2010
Skills
Fundamental Analysis, Equity Research Analysis, DCF Valuation, Financial Markets, Sales, Salesforce.com, Sales Prospecting, Programming, Python, HTML, Stata, Microsoft Office, Merlin, Social Media Marketing, Sales Management, Valuation, Strategy, Bloomberg
Education
Middlebury College 2011 — 2015
BA, Economics and Political Science
London School of Economics and Political Science 2013 — 2014
General Course, Study Abroad, Economics
Henry M. Gunn Senior High School 2007 — 2011
High School Diploma, General Study
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
Twitter November 2013 - March 2014
Twitter June 2013 - September 2013
LinkedIn May 2012 - August 2012
Room to Read June 2010 - July 2010
Skills
Fundamental Analysis, Equity Research Analysis, DCF Valuation, Financial Markets, Sales, Salesforce.com, Sales Prospecting, Programming, Python, HTML, Stata, Microsoft Office, Merlin, Social Media Marketing, Sales Management, Valuation, Strategy, Bloomberg
Education
Middlebury College 2011 — 2015
BA, Economics and Political Science
London School of Economics and Political Science 2013 — 2014
General Course, Study Abroad, Economics
Henry M. Gunn Senior High School 2007 — 2011
High School Diploma, General Study
Nicholas Apostolatos's Morgan Stanley Experience October 1998 - July 2015
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Morgan Stanley October 1998 - July 2015
Skills
Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Private Equity, Alternative Investments, Equities, Corporate Finance, Valuation, Fixed Income, Mergers & Acquisitions, Investments, Securities, High Yield, IPO
Education
Middlebury College 1993 — 1997
B.A., Economics, Political Science
Barclays Investment Bank July 2015 - Present
Morgan Stanley October 1998 - July 2015
Skills
Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Private Equity, Alternative Investments, Equities, Corporate Finance, Valuation, Fixed Income, Mergers & Acquisitions, Investments, Securities, High Yield, IPO
Education
Middlebury College 1993 — 1997
B.A., Economics, Political Science
Jennifer Ortiz's Morgan Stanley Experience August 2014 - January 2015
Job
Industry Entertainment
Experience
Morgan Stanley August 2014 - January 2015
InterFACE Talent Network March 2012 - June 2014
WRSU January 2012 - February 2012
Children Of America July 2011 - December 2011
Rutgers University Television Network January 2011 - May 2011
Kreeger Learning Center November 2010 - May 2011
Voices of September 11th March 2010 - May 2010
Rutgers Farm January 2010 - May 2010
Theodore Schor Middle School October 2009 - March 2010
Quo Vadis Newspaper January 2008 - May 2008
Skills
Spanish-speaking, Client Services, Client Service Oriented, Customer Service, Receptionist Duties, Customer Satisfaction, Microsoft Office, Microsoft Excel, PC, Time Management, Mac, Editing, Final Cut Pro, iMovie, Public Speaking, Marketing, Press Releases, Social Networking, Microsoft Word, Training, Social Media, PowerPoint, Facebook
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
BS, Communication, Journalism, and Related Programs
Middlesex County College 2006 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
East Brunswick HS
Sayreville War Memorial HS
Morgan Stanley August 2014 - January 2015
InterFACE Talent Network March 2012 - June 2014
WRSU January 2012 - February 2012
Children Of America July 2011 - December 2011
Rutgers University Television Network January 2011 - May 2011
Kreeger Learning Center November 2010 - May 2011
Voices of September 11th March 2010 - May 2010
Rutgers Farm January 2010 - May 2010
Theodore Schor Middle School October 2009 - March 2010
Quo Vadis Newspaper January 2008 - May 2008
Skills
Spanish-speaking, Client Services, Client Service Oriented, Customer Service, Receptionist Duties, Customer Satisfaction, Microsoft Office, Microsoft Excel, PC, Time Management, Mac, Editing, Final Cut Pro, iMovie, Public Speaking, Marketing, Press Releases, Social Networking, Microsoft Word, Training, Social Media, PowerPoint, Facebook
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
BS, Communication, Journalism, and Related Programs
Middlesex County College 2006 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
East Brunswick HS
Sayreville War Memorial HS
Levente Mischinger's Morgan Stanley Experience October 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2006 - Present
ExxonMobil January 2005 - August 2006
InBev 2006 - 2006
Skills
Cost Control, Cost Reporting, Transition Management, People Management, Reporting Systems, Product Control, Activity Based..., Essbase, Profit & Loss Management, Financial Forecasting, Expense Budgeting, Expense Management, Budgets, Activity Based Costing, Financial Analysis, Financial Audits, Financial Accounting, Management, Internal Controls, Income Statement, P&L Management, Finance, Accounting, Forecasting, Corporate Finance, Risk Management
Education
Middlesex University 1999 — 2004
MSc, Business Management
University of Pecs 1999 — 2004
MSc, Economics
Morgan Stanley October 2006 - Present
ExxonMobil January 2005 - August 2006
InBev 2006 - 2006
Skills
Cost Control, Cost Reporting, Transition Management, People Management, Reporting Systems, Product Control, Activity Based..., Essbase, Profit & Loss Management, Financial Forecasting, Expense Budgeting, Expense Management, Budgets, Activity Based Costing, Financial Analysis, Financial Audits, Financial Accounting, Management, Internal Controls, Income Statement, P&L Management, Finance, Accounting, Forecasting, Corporate Finance, Risk Management
Education
Middlesex University 1999 — 2004
MSc, Business Management
University of Pecs 1999 — 2004
MSc, Economics
Jeremy Sitruk's Morgan Stanley Experience 2004 - 2008
Job Portfolio Manager at Swiss Alpha
Industry Financial Services
Experience
Citadel Investment Group 2010 - 2013
Citadel LLC 2008 - 2010
Morgan Stanley 2004 - 2008
Morgan Stanley 2002 - 2004
Dalet Digital Media Systems 2000 - 2002
Education
Ecole nationale supérieure des Mines de Paris 1997 — 2000
Master of Science (MSc)
Citadel Investment Group 2010 - 2013
Citadel LLC 2008 - 2010
Morgan Stanley 2004 - 2008
Morgan Stanley 2002 - 2004
Dalet Digital Media Systems 2000 - 2002
Education
Ecole nationale supérieure des Mines de Paris 1997 — 2000
Master of Science (MSc)
Hannah McGrath's Morgan Stanley Experience June 2013 - August 2013
Job Portfolio Manager
Industry Higher Education
Experience
Financial Analyst August 2012 - Present
Michigan State University August 2010 - Present
Michigan State University Student Investment Fund January 2013 - December 2013
Morgan Stanley June 2013 - August 2013
The General Management Association August 2012 - August 2013
Education
Michigan State University 2010 — 2014
Finance and Financial Management Services, 3.83
Financial Analyst August 2012 - Present
Michigan State University August 2010 - Present
Michigan State University Student Investment Fund January 2013 - December 2013
Morgan Stanley June 2013 - August 2013
The General Management Association August 2012 - August 2013
Education
Michigan State University 2010 — 2014
Finance and Financial Management Services, 3.83
Alyssa Puccinelli's Morgan Stanley Experience June 2012 - July 2014
Job
Industry Financial Services
Experience
New Mountain Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Bloomberg LP June 2010 - July 2010
Education
Middlebury College 2008 — 2012
Bachelor of Arts (BA); Summa Cum Laude; Phi Beta Kappa, Economics; Minored in Mathematics and Spanish
The American School in London 2006 — 2008
The Brearley School 1995 — 2006
New Mountain Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Bloomberg LP June 2010 - July 2010
Education
Middlebury College 2008 — 2012
Bachelor of Arts (BA); Summa Cum Laude; Phi Beta Kappa, Economics; Minored in Mathematics and Spanish
The American School in London 2006 — 2008
The Brearley School 1995 — 2006
john lograsso's Morgan Stanley Experience July 1985 - Present
Job assistant varsity basketball coach at Millikin University
Industry Financial Services
Experience
Millikin University October 2012 - Present
Morgan Stanley July 1985 - Present
first national bak of mt. zion June 1983 - July 1984
first national bank of decatur June 1971 - June 1983
Skills
Loans, Strategic Planning, Banking, Public Speaking, Customer Service, Budgets, Leadership, Finance, Team Building, Microsoft Excel, Sales, Time Management, Fundraising, Management, Real Estate, Microsoft Office, Marketing, Social Media, Event Planning
Education
Millikin University 1967 — 1971
Bachelor's degree, finance and education
east st. louis sr. high 1964 — 1967
bachelor ofeducation
Millikin University October 2012 - Present
Morgan Stanley July 1985 - Present
first national bak of mt. zion June 1983 - July 1984
first national bank of decatur June 1971 - June 1983
Skills
Loans, Strategic Planning, Banking, Public Speaking, Customer Service, Budgets, Leadership, Finance, Team Building, Microsoft Excel, Sales, Time Management, Fundraising, Management, Real Estate, Microsoft Office, Marketing, Social Media, Event Planning
Education
Millikin University 1967 — 1971
Bachelor's degree, finance and education
east st. louis sr. high 1964 — 1967
bachelor ofeducation
Paige Lessor's Morgan Stanley Experience 2006 - 2009
Job Judiciary Professional
Industry Judiciary
Experience
U.S. District Court 2009 - Present
Morgan Stanley 2006 - 2009
Education
Midwestern State University 2001 — 2006
Bachelor of Science (BS)
U.S. District Court 2009 - Present
Morgan Stanley 2006 - 2009
Education
Midwestern State University 2001 — 2006
Bachelor of Science (BS)
Conor Lyons's Morgan Stanley Experience September 2014 - Present
Job Equity Derivative Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Bank of America Merrill Lynch 2011 - August 2014
Bank of America Merrill Lynch 2009 - 2011
Skills
Chartered Financial..., Equity Derivatives, Options
Education
Middlebury College 2005 — 2009
Bachelor's degree, Economics
Morgan Stanley September 2014 - Present
Bank of America Merrill Lynch 2011 - August 2014
Bank of America Merrill Lynch 2009 - 2011
Skills
Chartered Financial..., Equity Derivatives, Options
Education
Middlebury College 2005 — 2009
Bachelor's degree, Economics
Russell Lowe's Morgan Stanley Experience September 1998 - Present
Job
Industry Investment Management
Experience
Morgan Stanley September 1998 - Present
Prudential Financial August 1988 - August 1998
Shearson lehman Hutton 1979 - August 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Middlebury College 1975 — 1979
Bachelor's degree, Economics
Morgan Stanley September 1998 - Present
Prudential Financial August 1988 - August 1998
Shearson lehman Hutton 1979 - August 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Middlebury College 1975 — 1979
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS