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
Aruba Networks, an HP company May 2015 - Present
Aruba Networks September 2014 - April 2015
Aruba Networks February 2013 - September 2014
Aruba Networks July 2012 - February 2013
Acxiom June 2011 - September 2011
Jack Frost Design September 2010 - June 2011
Morgan Stanley June 2010 - September 2010
Skills
Email Marketing, Salesforce.com, Marketing Automation, Marketo, HTML, Cross-functional Team..., CAN-SPAM, GoToWebinar, Multi-channel Marketing
Education
University of California, Davis 2009 — 2012
Bachelor of Science, Managerial Economics
New York University 2008 — 2009
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Central European Advisory Group March 2013 - June 2013
Chestnut Hill Partners March 2013 - June 2013
Morgan Stanley June 2012 - September 2012
Skills
Microsoft Excel,..., Conversational Spanish, Investment Banking, Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Asset Allocation, Finance, Financial Advisory, Bonds
Education
New York University 2011 — 2015
Bachelor of Science (B.Sc.), Accounting and Finance
Ransom Everglades High School 2008 — 2011
Morgan Stanley July 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley May 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Business Council for International Understanding June 2010 - July 2010
Skills
Investment Banking, Investment Management, Options, Financial Advisory, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Corporate Finance, Bloomberg Terminal, Financial Analysis, Investments, Fixed Income, Private Equity, Capital IQ, Derivatives, Series 7, Emerging Markets, Economics, Due Diligence
Education
New York University 2009 — 2013
Bachelor, Economics and Political Science, magna cum laude
Colegio Santiago de Leon de Caracas 2000 — 2009
Bachillerato
EY September 2014 - Present
EY June 2013 - August 2013
Bank of America Merrill Lynch January 2010 - June 2012
Bank of America Merrill Lynch July 2007 - December 2009
Morgan Stanley June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Citigroup June 2004 - August 2004
Skills
Teamwork, Risk Management, Analysis, Cross-functional Team..., Strategic Thinking, Quantitative Research, Analytics, Middle Office, Securitization, Credit Risk, Capital Markets
Education
UCLA Anderson School of Management 2012 — 2014
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
NYC Dept. of Housing Preservation and Development July 2014 - Present
Morgan Stanley September 2013 - August 2014
New York University May 2013 - July 2014
City of New York June 2013 - August 2013
Crust Young Consultants New York March 2013 - June 2013
State of NY Metropolitan Transportation Authority June 2012 - August 2012
Boeing Commercial Airplanes February 2008 - June 2011
Skills
Project Planning, Policy Analysis, Economic Development, Data Analysis, Research, Sustainability, Project Management, ArcGIS, Microsoft Office, Community Outreach, Public Policy, Nonprofits, Microsoft Excel, Proposal Writing, Program Management, SPSS
Education
New York University 2011 — 2014
Master of Urban Planning, Urban Planning
University of Washington 2003 — 2007
Bachelor of Arts, Business Administration
Coupa Software November 2014 - Present
Morgan Stanley May 2011 - November 2014
Morgan Stanley March 2007 - May 2011
Credit Suisse August 2006 - February 2007
Credit Suisse August 2001 - August 2006
J.P. Morgan January 2000 - August 2001
The Regus Group January 1998 - January 2000
J.P. Morgan January 1994 - January 1998
Skills
Strategic Sourcing, Business Intelligence, Expense Management, Performance Management, Executive Reporting, Management, Quantitative Analytics, Financial Accounting, Banking, Business Process..., Outsourcing, Vendor Management, Change Management, Risk Management, Management Consulting, Data Analysis, Business Development, Business Transformation, Business Analysis, Business Strategy, Process Improvement, Strategy, Program Management, Executive Management, Governance, SAP ERP, Business Objects, IBM Emptoris, Coupa Software, Ariba, Contract Management, Investment Banking, Global Sourcing, Sales, Account Management, Great Personality
Education
New York University 1994 — 1998
BA, Economics
Morgan Stanley June 2014 - Present
RBC June 2011 - June 2014
JPMorgan Chase July 2010 - June 2011
Northwestern Mutual July 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Skills
Finance, Wealth Management, Estate Planning, Investments, Credit, Mutual Funds, Credit Analysis, Loans, Portfolio Management, Risk Management, Banking, Credit Risk, Series 7, Relationship Management, Private Banking, Insurance, Retirement, Financial Analysis, Asset Based Lending, Treasury
Education
New York University
Towson University 2004 — 2008
BA, Business
McKinsey & Company 2015 - Present
Societe Generale 2013 - 2015
TD Ameritrade Institutional March 2012 - January 2013
Morgan Stanley May 2000 - December 2011
McKinsey & Company 1996 - 2000
John Wiley and Sons 1995 - 1996
Gemini Consulting 1994 - 1995
Xerox Corporation 1983 - 1994
Skills
Leadership Development, Instructional Design, Curriculum Development, Technical Training, Microsoft Office, Program Management, Project Management, Program Facilitation, Corporate Events..., Management Assessment, Staff Development, Event Planning, Training, Management, Employee Engagement, Employee Training, E-Learning, Team Building, Coaching, Recruiting, PowerPoint, Leadership, Organizational..., Talent Management
Education
New York University
M.A., Business Education
Saint John's University
B.S., Marketing
LinkedIn September 2014 - Present
Morgan Stanley February 2011 - September 2014
Morgan Stanley June 2010 - August 2010
Group One Trading, LP January 2010 - May 2010
Education
New York University 2009 — 2011
MS, Computer Science
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2003 — 2007
B.E, Computer Science and Eng.
Self-employed 2009 - Present
Artist: Aparna Sahgal 2005 - Present
Morgan Stanley 2003 - 2004
Mercer 2002 - 2003
Skills
Portrait Photography, Event Photography, Contemporary Art
Education
New York University 2010 — 2010
Photography
University of the Arts London 2005 — 2006
Fine/Studio Arts
University of Rochester 1998 — 2002
Bachelor of Arts (BA)
The ZAC Foundation October 2014 - Present
American Express July 2003 - December 2013
Time Warner Inc. 2002 - 2003
Morgan Stanley 2002 - 2003
Family Justice 2001 - 2002
Recording for the Blind & Dyslexic 1997 - 2001
Nordstrom 1994 - 1997
Girl Scout Council 1991 - 1994
Skills
Community Outreach, Philanthropy, Program Management, Management, Leadership, Strategic Planning, Building Relationships, Training, Project Management, Marketing, Board Development, Social Media, Consulting, Historic Preservation, Strategic Leadership, Cultural Heritage, Writing, Fashion, Board Governance, Customer Service, Stakeholder Engagement, Communication, Spokesperson, Retail, Disabilities, Women's Issues, Water Safety, Nonprofits
Education
New York University
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Virginia Commonwealth University
Bachelor of Science (BS), Mass Communication/Media Studies
World Fuel Services June 2015 - Present
Surgery & Recovery December 2014 - May 2015
Morgan Stanley March 2014 - November 2014
Barclays Investment Bank July 2013 - February 2014
Jefferies & Company March 2013 - June 2013
BlackRock May 2012 - February 2013
Capco October 2011 - April 2012
Technology for Seniors, Inc. June 2007 - September 2011
Tennis4U, Inc. June 2006 - September 2011
New York University September 2010 - May 2011
Skills
Business Analysis, Management, Analysis, Project Management, Leadership, Visio, Microsoft Office, CRM, Consulting, Product Management, Program Management, Social Media, Bloomberg Terminal, Project Planning, Entrepreneurship, Data Analysis, Requirements Analysis, Change Management, Microsoft Word, Microsoft Excel, Financial Services, PowerPoint, MS Project, Excel, Word, MIS, Project Documentation, Business Planning, Outlook, Online Research, Executive Reporting, Building Relationships, Business Relationship..., SDLC, Agile & Waterfall..., Derivatives, Requirements Gathering, Process Improvement, Project Coordination, Documentations, Lean Management, Kanban, Scrum Management, KPI Reports
Education
New York University 2007 — 2011
B.A., Economics, Business
UBS Wealth Management February 2015 - Present
The Floating Hospital February 2013 - January 2015
V.R.U.S.P. Inc February 2009 - July 2012
Woman Around Town August 2008 - July 2011
Johnny Rodgers Band October 2010 - February 2011
Ronald McDonald House New York May 2008 - May 2010
Morgan Stanley July 1998 - July 2008
Mannes College of Music 1996 - 1997
Rockefeller University Press September 1988 - February 1996
Skills
Blogging, Social Media, Research, Journalism, Editing, Event Planning, Copy Editing, Social Networking, Microsoft Office, Event Management, Creative Writing, Copywriting, Facebook, Editorial, Public Relations, Advertising, Non-profits, Publicity, Media Relations, Fundraising, Social Media Marketing, Content Management, Press Releases, Magazines, Publishing, Video Production, Television, Email Marketing, Interviews, Newsletters, Strategic Communications, News Writing, Digital Media, Web Content, Video, Broadcast, Grant Writing, Corporate Communications, Books, Storytelling, Community Outreach, Public Speaking, Video Editing, Final Cut Pro, Entertainment, Screenwriting, New Media, Content Strategy, Proofreading, Feature Articles
Education
New York University 2006 — 2006
Screenwriting
The New School 2003 — 2005
MFA, Creative Writing/Fiction
Saint John's University 1982 — 1986
BS, Journalism
Deutsche Bank June 2012 - Present
Morgan Stanley Smith Barney June 2008 - June 2012
Morgan Stanley 2008 - 2011
Lehman Brothers 2002 - 2008
Skills
Equities, Derivatives, Fixed Income, Business Analysis, Capital Markets, Equity Derivatives, Investment Banking, Electronic Trading, Bloomberg, Credit Derivatives
Education
New York University
Morgan Stanley August 1999 - Present
Consultant 1995 - 1999
Commerzbank AG 1993 - 1995
Skills
Creative Visualization, Data Visualization, Strategic Leadership, User Experience Design, IT Strategy, Investment Banking, Program Management, Vendor Management, Electronic Trading, Financial Services, Enterprise Architecture, Risk Management, Mentoring, Reference Data, Sybase, Portfolio Management, Youth Mentoring, Diversity & Inclusion, Philanthropy, Professional Mentoring, Agile Methodologies
Education
New York University 1997 — 1999
Master of Science (MS), Computer Science, Information Systems
Universität zu Köln / University of Cologne
Focus: International Economics
Penn State University
Bachelor of Science (B.S.), Major: Operations Management, Minor: German Literature
Morgan Stanley 2006 - Present
Joseph Gunnar & Co. 2002 - 2006
Bluestone Capital Management 1998 - 2001
Skills
Capital Markets, Alternative Investments
Education
New York University
The Goodman Advisory Group June 2009 - Present
FirstKey April 2013 - May 2015
Bridgewater Associates September 2009 - March 2013
Morgan Stanley July 2006 - May 2009
Bear Stearns & Company March 1998 - July 2006
EMC Mortgage May 1998 - January 2006
Citibank June 1996 - March 1998
EJV Partners February 1991 - June 1996
Nolan, Norton & Co. September 1987 - February 1991
Morgan Guaranty Trust June 1983 - February 1987
Skills
Fixed Income, Mortgage, Securities, Asset Management, IT Strategy
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
New York University 1980 — 1984
BS, General Business
Morgan Stanley September 2014 - Present
London Fischer LLP March 2014 - September 2014
Nassau County District Attorney’s Office, Special Victims Unit: Domestic Violence June 2011 - August 2011
The Honorable P. Kevin Castel, U.S. District Judge for the Southern District of New York May 2011 - June 2011
Simpson Thacher & Bartlett LLP August 2008 - May 2010
Merrill Lynch, Management and Global Private Client Group May 2007 - September 2007
Education
University of San Diego School of Law 2010 — 2013
J.D., Class of 2013
New York University 2004 — 2008
Bachelor of Science, summa cum laude
CompStak® September 2015 - Present
Morgan Stanley March 2014 - December 2014
Landmark Advisors, LLC October 2012 - May 2013
Lombard Odier August 2011 - August 2011
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Economics
International School of Geneva 2000 — 2012
Bilingual International Baccalaureate
Relativity Ventures June 2014 - Present
Allison & Partners February 2011 - June 2014
Weber Shandwick June 2006 - February 2011
American Stock Exchange January 2006 - May 2006
American Stock Exchange August 2004 - January 2006
Morgan Stanley May 2003 - May 2004
Education
New York University 2000 — 2004
Golden Seeds 2009 - Present
UCM Partners 2005 - 2009
Credit Suisse Asset Management 1997 - 2005
Morgan Stanley 1995 - 1997
Greenwich Capital 1993 - 1995
First Boston Corporation 1984 - 1993
Buck Consultants 1979 - 1984
Education
Fellow - Society of Actuaries (lapsed)
(lapsed)
New York University
Bachelor's degree
Bloomberg LP March 2015 - Present
J.P. Morgan April 2014 - February 2015
HSBC March 2014 - April 2014
HSBC July 2011 - July 2013
Clinton Global Initiative June 2011 - June 2011
Morgan Stanley October 2010 - April 2011
NYSE Euronext June 2010 - August 2010
Clinton Global Initiative January 2010 - May 2010
Chicago 2016- Olympic Bid Committee June 2009 - August 2009
Morgan Stanley October 2008 - August 2009
Skills
Series 7, Series 63, VBA, Bloomberg Terminal, Analysis, Financial Services, Financial Analysis, Capital Markets, Equities, Finance, Strategy, Risk Management, Leadership, Fixed Income, Economics, Bloomberg, Financial Markets, Asset Management, Management
Education
New York University 2007 — 2011
B.A, Economics, Political Science
New York University in Prague 2009 — 2009
Economics, Political Science
Whitney M. Young Magnet High School 2003 — 2007
FinLit.com April 2010 - Present
GWU Global Financial Literacy Center July 2014 - July 2014
NovoEd--Startup CEO 2014 - 2014
Financial Literacy Seminar Series 2012 - 2013
Barneys New York January 1984 - January 1999
Morgan Stanley 1984 - 1985
Morgan Stanley 1984 - 1985
Morgan Stanley Private Wealth Management 1983 - 1984
Skills
Start-ups, Social Media, Business Strategy, Entrepreneurship, Social Media Marketing, Strategic Partnerships, Venture Capital, Strategy, Public Relations, Online Marketing, Digital Strategy, Analytics, Online Advertising, E-commerce, SEO, Product Management, Digital Media
Education
NovoEd--Startup CEO Class 2014 — 2014
New York University 2002 — 2006
Master of Business Administration (MBA), Certificate of Finance
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Tufts University 1973 — 1976
BA, French, Spanish & International Affairs
Scarsdale High School 1970 — 1973
Diploma, Highest Honors
KPMG October 2007 - Present
Morgan Stanley 1998 - 2007
Waters Information, Inc. 1997 - 1998
Faulkner and Gray 1995 - 1997
IDD (Investment Dealers Digest) 1993 - 1995
Skills
Hedge Funds, Alternative Investments, Writing, Editing, Creative Strategy, Equities, Corporate Communications, Content Strategy, Strategic Content..., Social Media, Social Media Marketing, Marketing Communications, Market Research, Advertising, Content Management, Leadership, Newsletters, Copywriting, Copy Editing, Marketing Strategy, Online Marketing, Internal Communications, Magazines, Integrated Marketing, Thought Leadership, Strategic Communications, Management, Content Development, Digital Marketing, Email Marketing, Direct Marketing, Strategy, B2B Marketing, Financial Services, Digital Strategy, Mutual Funds, Digital Media, Investment Management, Analytics, Corporate Branding, Brand Development, Feature Articles, Marketing, Web Content
Education
New York University 1993 — 1995
Masters degree, English
Saint John's University 1985 — 1989
Bachelor of Science degree, Journalism
Rutgers, The State University of New Jersey - Rutgers Business School
MIni MBA Digital Marketing Program, Digital Marketing
GRMS IT Consulting June 2013 - June 2015
Metropolitan Art Center and Services February 2013 - November 2014
Barclays Capital June 2007 - February 2013
Morgan Stanley June 1996 - June 2006
JP Morgan June 1991 - June 1996
Datability 1987 - 1991
Skills
Electronic Trading, Exchange Connectivity, Low Latency, Trading Systems, Prime Brokerage, Equities, Strategy, Fixed Income, Routing, Financial Services, Educational Consulting, Educational Management, Business Strategy, Small Business, New Business Development, Strategic Partnerships, Strategy Execution, New Product Ideas, Business Development, Asset Management, Investment Banking, Program Management, Start-ups, Management, E-commerce, Leadership, Market Data, Team Building, Business Analysis, Derivatives, Vendor Management
Education
New York University
Master's degree, MS
Morgan Stanley June 2012 - October 2014
Smith Barney February 2005 - June 2012
Skills
Microsoft Office, COBOL, Microsoft Excel, Microsoft Word, SDLC, Visio, Business Requirements, Business Analysis, Portfolio Management, Leadership, Process Improvement, Vendor Management, Project Management, Risk Management, Requirements Analysis
Education
New York University 1980 — 1984
Bachelor of Science (BS), Computer Applications And Information Systems
New York University 1980 — 1984
Bachelor of Science (B.S.), Operations Research and Statistics
YP May 2014 - Present
Dex Media, Inc. September 2013 - June 2014
Dex Media, Inc. April 2013 - September 2013
Dex One February 2012 - April 2013
Merrill Lynch September 2011 - December 2011
Quanco Business Consulting August 2011 - September 2011
Simsen International Corporation May 2010 - July 2011
CITIC Securities May 2009 - September 2009
Accenture October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
MS Office Suite, R, VBA, Agile, Rally, Scrum, Agile Methodologies, Microsoft SQL Server, Stata, Data Analysis, Project Management, Product Management, Mathematical Modeling, Algorithm Design, Financial Econometrics, Quantitative Analytics, Bayesian statistics
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Science (M.S.), Marketing, Avg A
New York University 2008 — 2010
Master of Arts (M.A.), Economics, Avg A-
Peking University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Avg A-
Morgan Stanley September 2006 - March 2011
BEAR STEARNS2005-2006 2005 - 2006
BANK OF NEW YORK 2004 - 2005
CITIBANK N.A 2002 - 2004
New York University January 2000 - January 2002
Merrill Lynch 1999 - 2000
Merrill Lynch January 1994 - January 1999
Skills
Prime Brokerage, Derivatives, Hedge Funds, Equities, Series 7, Options, Fixed Income, Alternative Investments, Series 63, Bloomberg, Securities, Capital Markets, Interest Rate..., Mutual Funds, Swaps, Trading, Financial Markets, Settlement, Relationship Management, Client Services, Structured Products, Bonds, Middle Office, Finance, Financial Services, Banking, ETFs
Education
New York University
BA, Economics
Blue Engine February 2015 - Present
US Fund for UNICEF March 2011 - February 2015
Accenture 2009 - 2011
New York University 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Management Consulting, Business Strategy, Financial Modeling, Strategic Planning, Strategy, Competitive Analysis, Organizational..., Change Management, Business Planning, Corporate Finance, Forecasting, Analysis, Process Improvement
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance
New York University 2003 — 2005
MA, Industrial & Organizational Psychology
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Accounting
Morgan Stanley October 2005 - Present
Lehman Brothers August 1994 - October 2005
Skills
Operational Risk..., Operational Risk, Equities, Fixed Income, Securities, Back Office, Settlement, Change Management, Derivatives, FX Options, Investment Banking
Education
New York University 1994 — 1996
Master of Arts (MA), Education
Cornell University 1987 — 1991
Bachelor of Science (BS), Applied Economics
Morgan Stanley June 2014 - Present
Asia Initiatives March 2012 - Present
Morgan Stanley June 2013 - August 2013
NYU Onassis Program for Hellenic Studies January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Research, Leadership, South Asian Studies, Public Speaking, Data Analysis, Management, Financial Analysis, Editing, Fundraising, Financial Modeling, Teamwork
Education
New York University 2010 — 2014
Bachelor of Arts (BA), Economics
New Rochelle High School
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase May 2014 - November 2014
Citi 2013 - May 2014
Morgan Stanley 2008 - 2012
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2007
Morgan Stanley 2002 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Morgan Stanley 1990 - 1994
Skills
Program Management, Disaster Recovery, Management, Analysis, Sarbanes-Oxley, Information Security, Risk Management, Security, IT Service Management, Change Management, CRISC, Technology Risk, Information Technology, Business Analysis, Business Continuity, Service Desk Management, Vendor Management, IT Strategy, Project Management, Process Improvement, Sarbanes-Oxley Act, Financial Risk, Cross Platform...
Education
NYU
MBA, Finance and Financial Statement Analysis
West Point
General Engineering, Operations Research
PARKWAY TOYOTA January 2014 - Present
Wayne Mazda October 2013 - January 2014
NAVEX Global August 2011 - August 2013
Morgan Stanley Smith Barney February 2009 - May 2010
Fidelity Investments February 2006 - January 2009
Amalgamated Bank October 2005 - January 2006
Morgan Stanley May 2000 - October 2005
Georgeson March 1999 - May 2000
Brown Brothers Harriman November 1998 - February 1999
Skills
Mutual Funds, Alternative Investments, Certificate of..., Notary Public
Education
New York University 1994 — 1998
Bachelor of Arts (B.A.), History
Saint Peter's Preparatry High School 1990 — 1994
Bank of America Merrill Lynch August 2013 - Present
Morgan Stanley October 2011 - July 2013
Morgan Stanley August 2010 - September 2011
Morgan Stanley October 2006 - July 2010
CIGNA Healthcare November 2005 - October 2006
AIG July 2004 - October 2005
Merrill Lynch December 1999 - June 2004
Skills
Microsoft Excel, MS Project, Access, PowerPoint, Risk Compliance, Sarbanes-Oxley, RCSA, Business Continuity..., Headcount Reporting, Expense Management, Revenue Analysis, Forecasting, Budget Process, Risk Management, Analysis, Equities, Financial Services
Education
New York University 2011 — 2013
School of Continuing & Professional Studies, Project Management
Stockton University 1992 — 1996
B.A., Psychology
BlueCrest Capital Management, LLP September 2012 - Present
Morgan Stanley February 2011 - August 2012
Morgan Stanley August 2009 - January 2011
Morgan Stanley August 2008 - July 2009
Morgan Stanley April 2007 - July 2008
Morgan Stanley December 2005 - March 2007
The FulServ Group, LLC June 2004 - August 2004
Philadelphia International Advisors June 2001 - August 2001
Skills
Credit, Bonds, Derivatives, Fixed Income, Bloomberg, Excel, Valuation, FX, Debt, Loans, Prime Brokerage, Structured Products, Reconciliation
Education
The American University of Paris 2001 — 2005
B.S, Applied International Finance 2005
New York University
ADVANCED CERTIFICATE IN FINANCIAL ANALYSIS
Pace University - Lubin School of Business
Barclays August 2013 - Present
Citi May 2011 - August 2013
The Guardian Life Insurance Company of America June 2010 - May 2011
Morgan Stanley December 2006 - June 2009
Credit Suisse January 2006 - December 2006
Program Planning Professionals (Pcubed) Inc. November 2000 - December 2005
Moody's Investors Service 1998 - 1999
Skills
PMO, Program Management, ITIL, Project Management, Risk Management, IT Strategy, Six Sigma, Management, SDLC, Business Analysis, Management Consulting, Software Project..., SharePoint, Portfolio Management, IT Service Management, Visio, Governance, Strategy, Business Process, IT Management, Agile Project Management, Enterprise Architecture, Analysis, Project Portfolio..., Project Delivery, PMP, Business Process..., Information Technology, Integration, Business Intelligence, Outsourcing, Requirements Analysis, Requirements Gathering, Resource Management, MS Project, CMMI, Professional Services, Business Transformation, Process Improvement, CRM, Business Process...
Education
New York University
Bachelor of Arts (B.A.)
Morgan Stanley June 2015 - Present
AXA Equitable January 2013 - June 2015
MassMutual Financial Group August 2012 - December 2012
Presentation Excellence January 2012 - May 2012
Education
New York University 2014 — 2016
Master of Science (MS), Management Information Systems and Services
Instituto Tecnológico y de Estudios Superiores de Monterrey 2008 — 2011
Bachelor of Science (B.S.), Business Informatics
StudioItalia
Foreign Languages and Literatures, General
St. Francis College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
IntercontinentalExchange, Inc. NYSE 2011 - Present
TheMarkets.com (acquired by Capital IQ, Sept. 2010) 2007 - 2011
Morgan Stanley 1998 - 2007
Merrill Lynch June 1997 - August 1997
Rogers & Wells (acquired by Clifford Chance, 1999) 1992 - 1996
Skills
Equities, Capital Markets, Equity Research, Investor Relations, Financial Markets, Financial Services, Stock Exchange, Financial Databases, CRM, Corporate Finance, Analysis, Analytics, Venture Capital, Business Strategy, Strategy, Strategic Partnerships, Trading Systems, Market Data, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
New York University 1988 — 1992
BA, Cum Laude
Morgan Stanley February 2011 - Present
J.P. Morgan March 2008 - January 2011
Morgan Stanley March 1991 - February 2008
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Equities, Swaps, Options, Trading Systems, Commodity Markets, Commodity, Risk Management, Hedging, Financial Markets, Financial Modeling, Investment Banking, Structured Products, Bloomberg, Equity Derivatives, Valuation
Education
New York University
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
Bachelor's degree, International Relations and Affairs
University of Pennsylvania
MA, International Relations and Affairs
Morgan Stanley June 2015 - Present
Phi Chi Theta Business Fraternity September 2013 - Present
NYU Stern School of Business Co-chair of Career and Community Development DepartmentChinese Students and Scholars Association at NYUMay 2014 - Present
Morgan Stanley June 2014 - August 2014
Barneys New York January 2014 - May 2014
Rhythmic Impulse At New York University September 2013 - January 2014
BOCOM International July 2013 - August 2013
Outgoing Exchange Team, AIESEC February 2012 - February 2013
BOCOM International July 2012 - August 2012
Shenzhen Economic Daily July 2011 - September 2011
Skills
Cantonese, Microsoft Excel, PowerPoint, Editing, Leadership, Mandarin, Bloomberg Terminal, Dealogic, Photoshop, Data Analysis, Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Bachelor's degree, Statistics and Finance, 3.9
New York University 2011 — 2013
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Shenzhen Yucai High School 2008 — 2011
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Mary Lowengard February 1988 - Present
Bloomberg LP January 2014 - January 2015
Bloomberg LP March 2010 - December 2013
Morgan Stanley June 2009 - March 2010
Citi July 2008 - June 2009
Worth Magazine 2004 - 2006
Continental Corporation February 1987 - February 1988
Peat Marwick January 1981 - January 1982
Skills
Corporate Communications, Strategic Communications, Editing, Newsletters, Investor Relations, Editorial, Investments, Bloomberg, Speech Writing, Financial Analysis, Project Management, Magazines, Email Marketing, Equities, Financial Modeling, Finance, Capital Markets, Social Media, Public Speaking, Recruiting, Securities, Leadership, Hedge Funds, Strategy, Management, Marketing, Strategic Planning, Press Releases, Writing
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA, Finance
Teachers College of Columbia University 1975 — 1977
MA, Administration
New York University 1971 — 1974
Bachelor of Arts (B.A.), Politics
Loomis-Chaffee 1966 — 1971
High School, Regular/General High School/Secondary Diploma Program
St. Christopher School, Letchworth HERTS UK 1969 — 1970
O & A Levels, English Lit, Brit Constitution, Pub Crawling
Kingswood-Oxford 1964 — 1966
Middle School, The Old Man and the Sea
Self-employed April 2009 - Present
BearingPoint October 2007 - April 2009
Self-employed September 2006 - October 2007
Morgan Stanley August 2004 - September 2006
Skills
Graphic Design, WordPress, Web Design, Layout, CSS, CMS, SEO, Social Media, Creative Direction, Art Direction, BBEdit, Dreamweaver, InDesign, Photoshop, Illustrator, PowerPoint, Word, Adobe Acrobat, Final Draft, HTML, Site Management, Blogging, User Interface Design, Email Marketing, Information Design, Information Architecture, Online Marketing, Brand Development, Corporate Identity, Concept Development, Marketing Materials, Typography, Illustration, Newsletters, Presentations, Business Cards, Posters, Banners, Flyers, Volusion
Education
New York University
Bachelor of Fine Arts (BFA), Film & TV at Tisch School of the Arts
Brooklyn Technical High School
Societe Generale March 2012 - Present
Morgan Stanley August 2003 - December 2011
Financial Systems June 1999 - July 2003
Skills
Fixed Income, Capital Markets, Electronic Trading, Trading, Bloomberg, Trading Systems, SQL, Order Management, Front Office, Agile, Java, Commodities, Interest Rate Swaps, Disruptor, .NET, MongoDB, Pricing, Hadoop, Big Data, IRD, ION Marketview, ION Trading Platform, HTML5, Low Latency
Education
Cloudera Hadoop Training
Series 7 License
New York University
New York University - Polytechnic School of Engineering
Master, Computer Science/Software Engineering
HUNTER COLLEGE CUNY
Bachelor, Computer Science
Google August 2015 - August 2015
DSA Realty Services June 2015 - August 2015
BlackRock April 2015 - April 2015
Council of Economic Advisers September 2014 - December 2014
Grace & White October 2013 - August 2014
Morgan Stanley April 2014 - April 2014
Goldman Sachs April 2014 - April 2014
Township of South Orange July 2013 - August 2013
PwC June 2012 - June 2012
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Word, Teamwork, Research, Time Management, Public Speaking
Education
New York University 2013 — 2017
Bachelor's Degree, Real Estate
Columbia High School
Alessi Organization September 2008 - Present
Grand Central Tech June 2015 - August 2015
Common June 2015 - August 2015
Xavier High School September 2011 - June 2015
UBS June 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Skills
Research, Options, Electronic Trading, Public Speaking, PowerPoint, Microsoft Office, Fundraising, Social Media, Event Planning, Microsoft Word, Microsoft Excel, Nonprofits, Creative Writing, Community Outreach, Editing, English, Customer Service, Leadership, Blogging, Staff Development, Public Relations, Teaching, Management, Finance, Analysis, Marketing, Entrepreneurship, Start-ups
Education
Syracuse University 2015 — 2019
Bachelor’s Degree
Xavier High School 2011 — 2015
High School
Yale University - Yale School of Management 2014 — 2014
High School Summer Program, Entrepreneurial Finance
New York University 2013 — 2013
High School Summer Program, Economics
NYU School of Professional Studies High School Finance Program
Passenger August 2015 - Present
Lieberman Research Worldwide July 2011 - August 2015
RPA June 2010 - August 2010
RPA October 2009 - May 2010
Champion Media & Entertainment May 2009 - December 2009
Keitai Koukoku- Keimaga (Mobile Marketing Incorporated) June 2009 - August 2009
Los Angeles County Museum of Art March 2009 - June 2009
USC Marshall School of Business September 2008 - February 2009
Morgan Stanley August 2007 - July 2008
Skills
Market Research, Competitive Analysis, Data Analysis, CRM, Marketing, Advertising, Analysis, Marketing Research, Research, Customer Insight, Microsoft Office, Quantitative Research, Project Management, Social Media, Social Media Marketing, Business Strategy, Product Development, Budgets, Adobe Creative Suite, Proposal Writing, Digital Media, Consumer Behaviour, Analytics, Statistics, Segmentation, Entertainment, Consumer Insight, Presentations, Market Planning, Sales Operations, Databases, Marketing Strategy, PowerPoint, Management, Microsoft Excel, Qualitative Research
Education
University of Southern California - Marshall School of Business 2007 — 2011
BS, Marketing
University of Southern California 2007 — 2011
BA, Japanese
New York University
Certificate in Arts Administration, Arts Administration
Warburg Pincus December 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. April 2011 - October 2011
Ogilvy & Mather December 2009 - August 2011
PA Consulting Group March 2006 - April 2009
JPMorgan Chase 2009 - 2009
Wall Street Services 2004 - 2009
Morgan Stanley 2005 - 2006
Goldman, Sachs & Co 2004 - 2005
Independent 1995 - 2005
American Public Transportation Association 2001 - 2004
Skills
Training Delivery, Employee Training, Training, Instructor-led Training, Instructional Design, Presentation Coaching, Coaching, Workshop Facilitation, Program Management, Hands-on Training, Curriculum Design, Train the Trainer, Executive Coaching, Blended Learning, Technical Training, Workplace Learning, Strategy, E-Learning, Training & Development, Consulting, Documentations, Nonprofits, Classroom, Training Documentation, ADDIE, Training Program..., Classroom Training, Experiential Training, Training Skills, Training Presentations, Instruction Manuals, Software Documentation, Web-based Training, Blended Learning..., E-learning Development, Salesforce Training, Distance Learning, Technical Writing, Software Training, Information Technology..., Instructional Technology, Software Testing, Microsoft Office
Education
New York University 1999 — 2001
Graduate studies in Adult Learning at the Gallatin School of Individualized Study
New York University 1991 — 1996
BFA, Bachelor of Fine Arts
University College Dublin 1995 — 1995
Semester abroad studying English Literature & Irish History
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley Wealth Management May 2012 - April 2013
Credit Suisse January 2012 - January 2012
Continental Capital Partners June 2011 - July 2011
Trilogy Capital Partners June 2010 - August 2010
Skills
Microsoft Excel, Budgets, Sales, PowerPoint, Microsoft Office, Microsoft Word, Finance, Event Management, Event Planning, Financial Modeling, Trade Shows, Financial Analysis, Corporate Events, Public Relations, Social Media, Research, Strategy, Capital Markets, Portfolio Management, Market Research, Fixed Income
Education
New York University 2009 — 2013
B.A., Economics & Business Studies with Concentration in Finance
California Culinary Academy 2004 — 2005
Le Cordon Bleu Diplôme de Cuisine, French Cuisine
Muni Bond School
Henderson Global Investors April 2014 - Present
The Blackstone Group October 2005 - April 2014
Morgan Stanley 1998 - 2004
Neuberger Berman 1994 - 1998
Education
New York University
Bachelor of Arts (B.A.), Economics
Axiom November 2012 - Present
Morgan Stanley April 2012 - June 2012
JPMORGAN CHASE 2011 - 2011
CREDIT SUISSE 2009 - 2010
GOLDMAN, SACHS & CO 2005 - 2008
D. E. Shaw & Co. 2004 - 2004
LAW OFFICE OF MINER AND GOLDBERG 2001 - 2004
AMPAL-AMERICAN ISRAEL CORPORATION 1998 - 2001
LOWENSTEIN SANDLER P.C 1996 - 1998
Skills
Prime Brokerage, ISDA, Contract Negotiation, Collateral Management, Capital Markets, Alternative Investments, Private Equity, Due Diligence, Venture Capital, Options, Corporate Finance, Trading, Fixed Income, Corporate Governance, Securities Regulation, Mergers, Asset Managment, Investments
Education
New York University
B.A., Psychology
Rutgers University School of Law - Newark
J.D., Law
Tilden Park Capital Management November 2008 - Present
Lehman Brothers February 2008 - November 2008
Morgan Stanley August 2004 - February 2008
Barclays Capital June 2001 - August 2004
Skills
Software Development, Java, C++, Financial Modeling, Credit Derivatives
Education
New York University 2005 — 2010
M.S., Mathematics in Finance
New York University 2002 — 2004
M.S., Computer Science
The Cooper Union for the Advancement of Science and Art 1997 — 2001
B.S., Engineering
Regis High School
Galt & Company September 2015 - Present
FTI Consulting January 2013 - August 2015
Parsons Brinckerhoff March 2008 - December 2012
Gordian Capital 2007 - 2007
Morgan Stanley 2005 - 2006
Olympus Financial Services 2003 - 2004
Skills
Financial Modeling, Management Consulting, Project Finance, Financial Analysis, Corporate Finance, Valuation, Public/private..., Business Writing, Econometrics, Finance, Economics, Investment Banking, Strategy, Investments, Private Equity, Due Diligence
Education
University of Colorado 2010 — 2012
MS, Finance
New York University 2004 — 2007
BA, Economics
Sayville High School
Microsoft July 2008 - Present
Morgan Stanley April 2000 - July 2008
Credit Suisse First Boston 1999 - 2000
TLW Securities 1996 - 1999
Battle Fowler, LLP January 1993 - January 1996
Skills
Engineering, Cloud Computing, Windows Server, Program Management, Windows, Product Development, Architecture, SCVMM, VDI, Virtualization, Operating Systems, Computer Science, Enterprise Software, IIS, File Systems, Windows Azure, SQL, SQL Server, Software Engineering, Systems Engineering, Perl, Terminal Services, TCL, C, C++, C#, .NET, Powershell, Terminal Server, SDLC, RDP, Storage Area Networks, Storage, Data Center, Microsoft SQL Server, Hyper-V, Distributed Systems, Microsoft Technologies, Unix, Enterprise Architecture, Solaris, Software Project..., Software Design, Agile Methodologies, System Architecture, VMware, Systems Management, Software Development, Technical Architecture, Scalability
Education
Brooklyn Tech 1987 — 1991
New York University
Computer Science/Mathematics
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
American Express 2015 - Present
American Express 2013 - 2015
American Express 2011 - 2013
StreetBrains 2008 - 2009
Morgan Stanley 2007 - 2007
BreakThru Radio 2006 - 2007
Fox News Channel 2005 - 2006
Political Campaign (Mayoral) 2005 - 2005
Skills
Brand Development, Creative Design, Creative Strategy, Brand Strategy, Brand Awareness, Brand Loyalty, Social Media, Marketing Communications, Social Media Marketing, Strategic Communications, Media Relations, Brand Identity, Graphic Design, Social Innovation, Marketing Strategy, Corporate Affairs, Public Affairs, Agency Relationship..., Creative Direction, Regulatory Affairs, Advocacy, Social Media..., Crisis Communications, Public Policy, Product Development, Integrated Marketing, Publishing, Speech Writing, Creative Writing, Corporate Social..., Public Relations, Writing
Education
New York University 2002 — 2006
BA, Journalism and Mass Communications
University of Oxford 2000 — 2001
Morgan Stanley January 2013 - November 2014
GE Power & Water March 2011 - January 2013
Black Galleon 2005 - January 2011
Enron January 1998 - November 2001
Education
New York University
Bachelor of Science (BS), Engineering
University of California, Berkeley, Haas School of Business
MBA
Morgan Stanley January 2014 - Present
Unicom Capital August 2013 - December 2013
Union Square Media Group May 2013 - August 2013
UBS June 2012 - September 2012
WNYU Radio September 2011 - June 2012
Fiscal Guardians LLC September 2011 - January 2012
Education
New York University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Half Hollow Hills High School West 2006 — 2010
independent UX Consultant February 2010 - Present
DIRECTV Latin America February 2009 - February 2010
Enterprise January 2008 - November 2008
PharMerica November 2006 - November 2007
Be Squared Consulting January 2004 - December 2006
CBS February 2006 - July 2006
JP Morgan June 2005 - January 2006
Morgan Stanley March 2004 - February 2005
Deloitte Consulting 2000 - 2003
Skills
User Experience, Usability, Usability Testing, Interaction Design, User Research, Project Management, Business Analysis, Analytics, Usability Engineering, Human Computer..., User Interface Design, Wireframes, Experience Design, Wire Framing, Information Architecture, User-centered Design, User Scenarios, User Stories, Insurance, Financial Services, Healthcare, Pharmaceutics, Taxonomy, Contextual Inquiry, Workflow, Process Flow, Task Flow, iPad Design, Mobile Interaction..., Mobile Design, Mobile Web Design, Mobile Interface Design, Software Product...
Education
New York University
MS
University of California, Santa Cruz
BA
Computech
Morgan Stanley January 2014 - Present
Morgan Stanley November 2011 - December 2013
Morgan Stanley August 2008 - November 2011
Morgan Stanley June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Electronic Trading, Java, Data Analysis, Research, Equities, Market Data, Quantitative Analytics, C#, WPF, .NET, Dependency Injection, Prism, MVVM, WPF Development, XAML, Trading Systems, Equity Derivatives, Multithreading
Education
New York University 2013 — 2016
Master of Science (MS)
Wesleyan University 2004 — 2008
BA
ICAP March 2005 - Present
Morgan Stanley June 1999 - September 2004
Bridge Information Systems / Dow Jones / Telerate April 1985 - June 1999
Skills
SDLC, Vendor Management, PMO, ITIL, IT Strategy, Data Center, Change Management, Telecommunications, IT Operations, Project Management, IT Audit, PMP, Business Process
Education
Project Management Institute
PMP
New York University
Saint Peter's University
BS
AXA Real Estate Investment Management May 2014 - Present
Jonathan Rose Companies November 2011 - May 2014
New York City Economic Development Corporation 2009 - November 2011
Morgan Stanley 2004 - 2006
Lehman Brothers 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
Skills
Financial Modeling, Mergers & Acquisitions, Asset Management, Financial Analysis, Finance, Real Estate, Business Strategy, Commercial Real Estate, Analysis, Investment Properties, Management, Negotiation, Acquisitions, Valuation, Due Diligence, Equity Research, Real Estate Economics, Real Estate Development, Private Equity, Joint Ventures, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate and Finance
New York University 1996 — 1999
BA, Economics
Thomas Jefferson School
J.P. Morgan July 2015 - Present
Morgan Stanley August 2010 - July 2015
AllianceBernstein August 2005 - July 2010
Skills
Wealth Management, Business Development, Business Strategy, Marketing Strategy, Project Management, Entrepreneurship
Education
New York University 2006 — 2007
Professional Certificate in Financial Analysis
North Dakota State University 2003 — 2005
M.S., Mathematics
National University of Uzbekistan 1998 — 2002
B.S., Mathematics
The Helene and Grant Wilson Center for Social Entrepreneurship January 2014 - Present
Grameen America, Inc. August 2012 - July 2013
Morgan Stanley April 2006 - August 2012
J.P. Morgan 1996 - 2006
Skills
Microfinance, Social Entrepreneurship, International..., Economic Development, Fundraising, Emerging Markets, Economics, Non-profits, Financial Modeling, Entrepreneurship, Strategic Planning, Due Diligence, Investments, Philanthropy, Proposal Writing, Nonprofits, Grants, Strategy, Management
Education
New York University 2000 — 2003
Masters, Economic Development
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelors, Finance, French
I.S.T 1980 — 1990
High School, International Baccalaureate
UBS Financial Services May 2006 - Present
Morgan Stanley January 2005 - May 2006
Coldwell Banker November 2003 - December 2004
Education Source, Inc December 1996 - July 2002
Northrop Grumman Corporation August 1991 - September 1995
Education
New York University 1987 — 1989
Bachelor of Science, Accounting
New York University - Leonard N. Stern School of Business
Microsoft October 2011 - Present
Infinity Consulting Group November 2009 - October 2011
Morgan Stanley Wealth Management April 2008 - November 2009
Morgan Stanley April 2005 - April 2008
NYSE Euronext November 2002 - April 2005
Hewlett-Packard 1996 - 2002
Skills
SDLC, Visio, UML, Data Modeling, Business Analysis, Requirements Gathering, Microsoft Dynamics, Microsoft CRM, SharePoint, Requirements Management, Software Development, RUP, Agile Methodologies, Integration, SSRS, .NET, iRise, Requirements Analysis, Enterprise Software, Solution Architecture, COBIT
Education
New York University
MS, Computer science
Morgan Stanley May 2005 - 2008
Morgan Stanley August 2001 - May 2005
Ernst & Young LLP November 1999 - June 2001
EDS Corp 1999 - 2001
Bristol-Myers Squibb 1997 - 1998
Bristol-Myers Squibb (Clairol) 1994 - 1997
American Express 1988 - 1991
American Express 1973 - 1991
Skills
Business Process..., Financial Services, Change Management, Human Resources, SDLC, Marketing, Project Portfolio..., Vendor Management, Business Analysis, Program Management, IT Strategy, Risk Management, PMO
Education
New York University
Certificate Program in Project Management, Project Management
New York University
Certificate Program in Facilities Management, Facilities Planning and Management
State University of New York at New Paltz 1968 — 1972
BA, Liberal Arts
State Street Bank February 2012 - Present
Morgan Stanley January 1998 - February 2012
Skills
Business Analysis, FX Options, Financial Modeling, Derivatives, Portfolio Management, Trading Systems, Equities, Investment Banking
Education
New York University 1992 — 1996
Computer Science
Morgan Stanley December 2003 - Present
Instinet Corporation July 1999 - November 2003
Education
New York University 1999 — 2001
MS, Computer Science
New York University 1995 — 1998
BA, Computer Science, Mathematics
J.P. Morgan August 2013 - Present
Morgan Stanley June 1996 - Present
Education
New York University
BS, Computer Science
Atypon 2012 - Present
NYSE Blue 2011 - 2012
Knight Capital Group May 2008 - May 2011
Morgan Stanley 2010 - 2011
Deutsche Bank September 2005 - May 2008
Skills
Java, Trading Systems, Spring, SQL, Sybase, Agile Methodologies, Web Services, SDLC, Software Development, Linux, XML, Unix
Education
New York University 2003 — 2005
Forest Investment Management March 2008 - March 2010
Morgan Stanley January 2000 - August 2005
Education
New York University 1989 — 1993
BA
Jefferies Group, Inc. November 2007 - Present
JEFFERIES GROUP, INC October 2006 - Present
Jefferies Group, Inc. October 2006 - November 2007
Independence Community Bank August 2004 - October 2006
Morgan Stanley January 2000 - January 2004
DEUTSCHE BANK, BANKERS TRUST COMPANY January 1995 - January 2000
FISCHER, FRANCIS January 1990 - January 1995
JP MORGAN & COMPANY January 1988 - January 1990
TIME WARNER January 1983 - January 1988
Skills
Capital Markets, Risk Management, Internal Audit, Asset Managment, Internal Controls, Auditing, Sarbanes-Oxley Act, Asset Management, Fixed Income, IT Audit, Financial Services, AML, Corporate Governance, Investment Banking, Accounting, Risk Assessment, Finance, Due Diligence, Investments, Strategy, Enterprise Risk..., Financial Risk
Education
New York University
APC, Economics
Pace University
M.B.A, Finance
New York University
B.S, International Business and Accounting
Morgan Stanley 2003 - 2007
Fintrack Systems 1997 - 2003
Mizuho Capital Markets 1993 - 1998
Fuji Capital Markets 1993 - 1998
Skills
Trading Systems, Capital Markets, Derivatives, Fixed Income, Trading System, Interest Rate..., Quantitative Finance, Electronic Trading, Risk Management, Equity Derivatives, Credit Derivatives, Options, Market Data, Hedge Funds, Investment Banking, Equities
Education
New York University
MS, Mathematics
Morgan Stanley December 2008 - Present
Morgan Stanley December 2001 - December 2008
Morgan Stanley July 1996 - December 2001
BlackRock January 1995 - May 1996
NYU Stern School of Business January 1994 - May 1995
Skills
Market Data, Fixed Income, Financial Risk, Derivatives, Credit Derivatives, Capital Markets, Risk Management, Trading, Trading Systems
Education
New York University 1993 — 1996
NBCUniversal, Inc. January 2012 - Present
Wells Fargo 2012 - 2013
Wells Fargo 2012 - 2013
Time Warner Inc. 2011 - 2012
AVISPL 2006 - 2010
Morgan Stanley 2006 - 2010
Vidikron 1998 - 2000
Verrex 1997 - 1998
Moder Mass Media 1993 - 1996
JPMorgan Chase 1986 - 1988
Skills
Video Conferencing, Crestron, Tandberg, Video, Telepresence, AV, Troubleshooting, Digital Signage, Microsoft Office, Sound, Audio Conferencing, Unified Communications, Audio Engineering, Multimedia, Digital Video, Streaming Media, Cabling, Live Events, VoIP, Production Managment, Integration, Extron, IPTV, Audio Visual Integration, Sound Reinforcement, Professional Audio, Live Sound, IP, System Design, AMX, Audio Editing, Systems Design, Production Management
Education
New York University 1982 — 1985
Bachelor of Science (B.S.)
NYU
KLD Training Associates LLC May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch June 2006 - January 2008
Trepp LLC April 2005 - June 2006
Thomson Financial April 2003 - April 2005
Moneyline Telerate January 2001 - April 2003
Goldman Sachs August 1996 - January 2001
CS First Boston January 1992 - March 1995
Bloomberg March 1990 - December 1991
Drexel Burnham Lambert March 1988 - February 1990
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Financial Markets, Securities, Financial Services, Market Data, Structured Products, Economics, Finance, Prime Brokerage, Investment Banking, Trading, Asset Managment, Electronic Trading, Trading Systems, Hedge Funds, Series 7, Alternative Investments, Investments, Bonds, Valuation, Mutual Funds, Risk Management, Private Equity, Commodity, FX Options, Options, Equity Trading, Series 63, Emerging Markets, Portfolio Management, Investment Management, FINRA, Equity Research, Investment Advisory, Wealth Management
Education
New York University 2006 — 2011
MS, Real Estate Finance
New York University 2002 — 2004
Graduate Certificate, Marketing
University at Albany, SUNY 1981 — 1985
BS, Mathematics
Sojitz Corporation July 2008 - July 2010
Glencore International, AG, Baar, Switzerland July 2006 - July 2007
Morgan Stanley June 2005 - August 2005
Skills
International Trade, Intercultural Relations, Intercultural..., Teaching English as a..., Computer Assisted..., Language Acquisition
Education
New York University 2010 — 2013
M.A.
Pace University - Lubin School of Business 2003 — 2006
B.B.A.
Morgan Stanley August 2012 - Present
UBS Investment Bank December 2009 - August 2012
UBS July 2006 - December 2009
BT Radianz 2005 - 2006
Skills
IT Strategy, Governance, ITIL, Business Analysis, Agile Methodologies, Quality Assurance, Management, Strategy, Forecasting, Strategic Planning, Analytics, Vendor Management, Finance, Risk Management, Portfolio Management, Information Technology, Business Process..., Trading Systems, Financial Services, SDLC, PMO, Fixed Income, Outsourcing
Education
Pace University 2013 — 2016
Doctorate, Seidenberg School of Computer Science & Information Systems, Computing
New York University 2008 — 2010
M.B.A., Finance
New York University 2007 — 2008
M.S., Management of Technology
New York University - Polytechnic School of Engineering 2002 — 2006
B.S., Business & Technology Management
The Segal Company April 2012 - Present
TechTime Consulting 2008 - April 2012
Morgan Stanley 1997 - 2008
Dean Witter 1989 - 1997
Citibank August 1984 - August 1989
E F Hutton July 1981 - August 1984
Skills
Risk Management, Vendor Management, Asset Managment, Help Desk Support, IT Strategy, Business Analysis, ITIL, Project Management, Budgets, Data Center, Management, Windows Server, IT Management, Information Technology, Networking, Outsourcing, Software Documentation, Technical Support, Training, Disaster Recovery, Integration, Management Consulting, Asset Management, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
New York University 1979 — 1983
BS, Computer Applications and Information Systems
Mizuho Bank October 2014 - Present
Novartis July 2011 - October 2014
Pfizer April 2006 - July 2011
Jones Apparel Group 2004 - 2006
Morgan Stanley 2000 - 2002
CVS Caremark Corporation 1996 - 2000
Skills
Training, Needs Analysis, Performance Management, Organizational..., Leadership Development, Succession Planning, Organizational..., Coaching, Change Management, Leadership, Talent Management, Employee Engagement, Culture Change, Process Improvement, Project Management, Human Resources, Onboarding, Employee Training, Employee Relations, Talent Acquisition, Quality Assurance, GMP, Pharmaceutical Industry
Education
New York University 2001 — 2003
MA, Business Education
State University of New York at Albany 1992 — 1996
BA, Political Science
Morgan Stanley July 2010 - Present
Morgan Stanley 1988 - 2008
IBM July 1987 - December 1988
Education
New York University 1983 — 1987
BA, Computer Science
Morgan Stanley July 2009 - Present
Morgan Stanley October 2002 - July 2009
Hartford Conservatory 1999 - 2001
Hartford Hospital 1998 - 2000
Skills
Vendor Management, Trading Systems, Software Development, SharePoint, SDLC, Risk Management, Risk Assessment, Reference Data, Recruiting, Project Portfolio..., Project Management, Project Coordination, Program Management, Portfolio Management, Operational Risk, Nonprofits, Management, IT Management, Internal Controls, Investment Banking, Financial Services, Financial Risk, Financial Reporting, Financial Analysis, Finance, Equities, Editing, Business Intelligence, Business Analysis
Education
New York University 2007 — 2009
MBA, Bus Mgmt, Economics, Finance
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics, Finance, Management
University of Hartford 1994 — 1998
Morgan Stanley July 1986 - Present
Deutsche Bank November 1999 - May 2002
Banc of America Securities July 1998 - November 1999
Morgan Stanley July 1986 - July 1998
New York University 1983 - 1988
Irving Trust Company June 1983 - May 1986
Skills
Fixed Income, Equities, Financial Services, Securities, Management, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Risk Management
Education
New York University 1982 — 1986
Bachelor of Science, Finance and Marketing
Oceanside Senior High School 1978 — 1982
Oriel STAT A MATRIX December 2009 - Present
Morgan Stanley January 1994 - May 2008
Skills
Strategic Planning, Marketing Strategy, Marketing, Product Development, Business Strategy, Change Management, New Business Development, Team Leadership, Management Consulting, Product Management, Process Engineering, Public Relations, Business Process..., Coaching, Performance Improvement, Business Process, Management, Competitive Analysis, Leadership, Start-ups, Business Development, Analysis, Strategy
Education
New York University 1989 — 1993
BS, History, Education
Morgan Stanley September 2013 - Present
Morgan Stanley January 2008 - Present
Morgan Stanley February 2006 - January 2008
Morgan Stanley January 2004 - February 2006
Skills
PeopleSoft, Onboarding, Recruiting, Talent Acquisition, Financial Services, Microsoft Excel, Data Analysis, Applicant Tracking..., Human Resources, PowerPoint, Microsoft Office, Employee Relations, Performance Management, College Recruiting, Training
Education
New York University 1998 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Blue Heron Capital, LLC April 2015 - Present
Bank of America Merrill Lynch June 2011 - March 2015
OPTIS Group, LLC July 2004 - June 2011
Harrison Securities August 2002 - May 2004
Morgan Stanley May 2000 - July 2002
Skills
Portfolio Management, Fixed Income, Derivatives, Options, Equities, Securities, Technical Analysis, Alternative Investments, Trading Strategies, Wealth Management, Risk Management, Finance, Hedge Funds, FINRA, Economics, Investment Strategies, Commodity, Mutual Funds, Asset Allocation, Financial Markets, Equity Research, ETFs, Equity Trading, Bloomberg, Bonds, Asset Management, Trading
Education
New York University 1964 — 1966
accounting & finance
Penn State University 1963 — 1964
liberal arts
John Wiley and Sons 2012 - Present
Consultant September 2010 - April 2011
Consultant August 2009 - July 2010
OpHedge Investment Services 2008 - 2009
Morgan Stanley August 2004 - May 2008
ABN AMRO Bank N.V. 2001 - 2004
Credit Suisse 1999 - 2001
Skills
Release Management, Full SDLC, Software Project..., ITIL, Web Applications, Linux, JIRA, Jenkins, Credit Derivatives, Equity Derivatives, Perl, MySQL, Apache, Ruby on Rails, Visio, Clarity, Ubuntu, Red Hat Linux, Oracle, HTML, HTML 5, JavaScript, CSS
Education
New York University
New York University
B.A, Economics
Morgan Stanley April 1994 - Present
Education
New York University 1981 — 1985
BA, Computer Science
Rosemawr Management, LLC 2008 - Present
ACA Insurance 2007 - 2008
Morgan Stanley 1993 - 2005
Lehman Brothers 1991 - 1993
Bear Stearns 1986 - 1991
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Alternative Investments, Derivatives, Asset Managment, Portfolio Management, Municipal Bonds, Hedge Funds, Public Finance, Equities
Education
New York University
BS, Finance
New York University - Leonard N. Stern School of Business
MBA
Standard & Poor's August 2008 - February 2012
Adelson & Jacob Consulting July 2007 - August 2008
Nomura Securities 1993 - 2007
J.P. Morgan June 1989 - June 1993
Morgan Stanley March 1983 - May 1989
Moody's Investors Service March 1982 - March 1983
Equitable Life Assurance January 1980 - March 1982
Skills
Structured Finance, Structured Products, Capital Markets, Financial Structuring, Investment Banking, Equities, Hedge Funds, Valuation, Private Equity, Trading, Asset Managment, Financial Modeling, Portfolio Management, Debt, Corporate Finance
Education
New York University 1978 — 1979
MBA, Finance
New York University 1976 — 1977
MS, Mathematics
Queens College 1972 — 1976
BA, Mathematics
Morgan Stanley April 2013 - June 2015
Morgan Stanley Private Bank July 2011 - April 2013
Morgan Stanley Trust NA June 2010 - July 2011
Morgan Stanley February 2007 - July 2010
Morgan Stanley November 2005 - January 2007
Advest, Inc. June 1996 - August 2005
Skills
FINRA, Series 24, Series 7
Education
Quinnipiac University School of Law 1982 — 1985
JD
New York University 1978 — 1981
BS, Political Science/Philosophy
Stuyvesant HS 1973 — 1976
Morgan Stanley Wealth Management January 2013 - Present
E*TRADE Financial May 2011 - January 2013
Morgan Stanley March 1995 - August 2010
Skills
Series 7, Financial Services
Education
New York University 2009 — 2012
MS, Human Resource Management, Organizational Effectiveness
New York University
BA, Organizational Behavior & Communications
New York University 2006 — 2007
Professional Certificate in Business Project Management
Honeygo Capital Advisors 2014 - Present
SAC Capital 2007 - 2012
Morgan Stanley 2005 - 2007
Skills
Investment Banking, Hedge Funds, Financial Modeling, Equity Research, Derivatives
Education
New York University 2001 — 2005
BS, Finance and Accounting
ICAP February 2012 - Present
Finra April 2008 - December 2011
Goldman Sachs April 2005 - March 2008
Morgan Stanley August 2002 - April 2005
UBS September 1996 - July 2001
Lehman Brothers February 1996 - September 1996
Deutsche Bank March 1995 - February 1996
Lehman Brothers March 1994 - February 1995
AT&T March 1993 - March 1994
Bell Communications Research (BellCore) 1981 - 1992
Skills
Perl, Sybase, Unix, Data Warehousing, C++, Software Development, ETL, Java Enterprise Edition, SQL, Java, XML, SDLC, Agile Methodologies, Reference Data, OOP, SOA, Distributed Systems, Messaging, Shell Scripting, Google Protocol Buffers, RabbitMQ
Education
New York University 1988 — 1994
MS, Computer Science
New York University - Leonard N. Stern School of Business 1977 — 1981
BS, Information Systems / Economics
CLS Bank International November 2014 - August 2015
Société Générale June 2010 - July 2014
Morgan Stanley May 2006 - February 2009
Bear Stearns Securities May 2004 - May 2006
American Embassy May 1992 - April 1996
Skills
Front Office, Hotels, Hospitality, Revenue Analysis, Hospitality Industry, Investment Banking, Management
Education
New York University 2000 — 2003
3 years towards MA's degree
New York University
English Language and Literature/Letters
Morgan Stanley February 2015 - Present
NYU Africa House July 2014 - February 2015
EdLab, Teachers College Columbia University February 2011 - May 2014
Queen Literary August 2009 - December 2011
Education
New York University 2014 — 2016
Master's Degree, Economics
Pomona College 2005 — 2009
B.A., English
Morgan Stanley April 2015 - Present
Condé Nast April 2015 - April 2015
Conde Nast February 2014 - April 2015
Hahn & Hessen LLP August 2009 - January 2014
Skills
PACER, Legal Research, Bankruptcy, Commercial Litigation, Microsoft Office, Microsoft Excel, Microsoft Word, Visual Basic, Python, Lexis, PowerPoint, Public Speaking, Westlaw, Corporate Law, Litigation, Client Billing, Finance, Financial Analysis
Education
New York University 2004 — 2009
Bachelor of Arts (B.A.), English Language and Literature
TD Ameritrade September 2013 - Present
Morgan Stanley September 2000 - September 2013
Merrill Lynch August 1998 - September 2000
Imergy 1996 - 1998
Skills
Equities, Financial Services, Portfolio Management, Trading Systems
Education
New York University 1991 — 1994
Master of Science (MS), Computer Science
Barclays Capital May 2009 - December 2010
Morgan Stanley January 1990 - January 2009
Education
New York University 1979 — 1982
BS, Finance and Economics
The Caldwell Partners November 2010 - April 2013
Sextant Search Partners January 2006 - June 2009
Harris Nesbitt 2004 - 2005
Morgan Stanley 1998 - 2002
Morgan Stanley 1996 - 1998
Education
New York University 1999 — 2003
J.P. Morgan September 2013 - Present
J.P. Morgan February 2013 - September 2013
Morgan Stanley June 2011 - August 2011
HSBC China February 2010 - June 2010
Skills
Stata, Valuation, Mandarin, Economics, Investment Banking, Financial Modeling, Quantitative Analytics, Bloomberg Terminal, Financial Analysis, Bloomberg
Education
New York University 2010 — 2012
MPA, Public Finance
Morgan Stanley April 2015 - Present
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master's degree, International Finance
New York University 2013 — 2015
Master’s Degree, International Politics and Business (IPB)
The George Washington University 2006 — 2010
B.A. in International Affairs, International Economics
Université Paris-Sorbonne 2007 — 2009
License 3, Economics
Indian Springs School 2003 — 2006
HS, Liberal Arts and Sciences/Liberal Studies
BNP Paribas March 2008 - Present
Morgan Stanley November 2001 - Present
Morgan Stanley May 2000 - November 2001
Skills
Excel, Access, PowerPoint, Word, Essbase, SAP, Microsoft Excel, Budgets, Analysis, Finance, Forecasting, Investments, Corporate Finance
Education
NYU 1990 — 1994
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 1999 - Present
Education
New York University
New York University
Westport Young Woman's League 2013 - 2015
Westport Young Woman's League 2012 - 2014
Westport Country Playhouse 2005 - 2006
Needham & Company 2002 - 2005
Independant Consultant - Organization Systems 2001 - 2002
Morgan Stanley 1999 - 2001
Leafstone Staffing 1998 - 1999
Walt Disney World 1996 - 1998
Skills
Social Media, Investment Banking, Mutual Funds, Hedge Funds, Private Equity, Mergers & Acquisitions, Management, Event Management, Public Relations, Event Planning, Fundraising, Public Speaking, Social Media Marketing, Marketing
Education
University of Washington 1993 — 1995
Bachelor of Arts (B.A.)
New York University 1990 — 1992
Mindspark Interactive Network, Inc. November 2013 - Present
Mindspark Interactive Network, Inc. February 2000 - November 2013
Morgan Stanley 1987 - 2000
Education
NYU 1980 — 1984
Master of Science (MS), Computer Science
Morgan Stanley December 2014 - Present
Perella Weinberg Partners July 2013 - October 2014
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Bachelor of Science in Economics, Finance
University of Sydney 2011 — 2011
New York University 2009 — 2010
Syosset High School 2005 — 2009
Morgan Stanley November 2012 - Present
Morgan Stanley July 2010 - November 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2005 - 2009
Skills
Equity Derivatives, Risk Management, Equity Swaps, Business Process Design, Business Process...
Education
New York University 1995 — 1998
Bachelor of Arts (BA), Individualized Studies
University of East Anglia 1999 — 2000
Master of Arts (MA), Film/Cinema/Video Studies