Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Ryan Kauffman, MBA Ryan Kauffman, MBA's Morgan Stanley Experience September 2001 - September 2002
Job Team Lead at Northern Trust Corporation
Industry Banking
Experience
Village Of Oswego April 2015 - Present
Northern Trust Corporation July 2014 - Present
Northern Trust February 2013 - July 2014
Northern Trust August 2010 - February 2013
Northern Trust March 2005 - August 2010
Morgan Stanley September 2001 - September 2002
Skills
Financial Reporting, Excel, Analysis, Fund Accounting, Financial Analysis, Mutual Funds, Financial Modeling, Accounting, Finance, Process Improvement, Bloomberg, Account Reconciliation, Cash Management, Bloomberg Terminal, Equities, Financial Statement..., Financial Statements, Investments, Asset Managment, Securities, Hedge Funds, Valuation, Banking, Microsoft Excel, Fund Administration, Fixed Income, Trading, Corporate Actions, Derivatives, Alternative Investments, Financial Services, Fund Of Funds, Capital Markets, Asset Management, VBA, Options, Corporate Finance, Global Custody, Financial Markets, Due Diligence, Economics, Financial Accounting, GAAP, Bonds, Business Process..., Microsoft Office, Public Speaking, Customer Service, Portfolio Management, Investment Management
Education
North Central College 2006 — 2008
MBA, Finance
North Central College 2001 — 2004
Bachelor of Arts (B.A.), Finance, Economics double major
Village Of Oswego April 2015 - Present
Northern Trust Corporation July 2014 - Present
Northern Trust February 2013 - July 2014
Northern Trust August 2010 - February 2013
Northern Trust March 2005 - August 2010
Morgan Stanley September 2001 - September 2002
Skills
Financial Reporting, Excel, Analysis, Fund Accounting, Financial Analysis, Mutual Funds, Financial Modeling, Accounting, Finance, Process Improvement, Bloomberg, Account Reconciliation, Cash Management, Bloomberg Terminal, Equities, Financial Statement..., Financial Statements, Investments, Asset Managment, Securities, Hedge Funds, Valuation, Banking, Microsoft Excel, Fund Administration, Fixed Income, Trading, Corporate Actions, Derivatives, Alternative Investments, Financial Services, Fund Of Funds, Capital Markets, Asset Management, VBA, Options, Corporate Finance, Global Custody, Financial Markets, Due Diligence, Economics, Financial Accounting, GAAP, Bonds, Business Process..., Microsoft Office, Public Speaking, Customer Service, Portfolio Management, Investment Management
Education
North Central College 2006 — 2008
MBA, Finance
North Central College 2001 — 2004
Bachelor of Arts (B.A.), Finance, Economics double major
Jeff LeBlanc Jeff LeBlanc's Morgan Stanley Experience July 2008 - December 2008
Job Corporate Account Executive at Marketo
Industry Computer Software
Experience
Marketo September 2014 - Present
Responsys June 2014 - September 2014
SUREFOOT November 2013 - April 2014
Luxor Capital Group July 2011 - September 2013
Fidelity Capital Markets September 2009 - July 2011
Morgan Stanley July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Equities, Trading, Portfolio Management, Finance, Valuation, Financial Services, Mutual Funds, Prime Brokerage, Equity Derivatives, Settlement, FX Options, Interest Rate..., Accounting, Cash Management, Securities Lending, Corporate Actions, Commodity, CDS, Funding
Education
Shanghai University of Finance and Economics 2008 — 2008
Northeastern University
Bachelor of Science in Business Administration, Finance
Marketo September 2014 - Present
Responsys June 2014 - September 2014
SUREFOOT November 2013 - April 2014
Luxor Capital Group July 2011 - September 2013
Fidelity Capital Markets September 2009 - July 2011
Morgan Stanley July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Equities, Trading, Portfolio Management, Finance, Valuation, Financial Services, Mutual Funds, Prime Brokerage, Equity Derivatives, Settlement, FX Options, Interest Rate..., Accounting, Cash Management, Securities Lending, Corporate Actions, Commodity, CDS, Funding
Education
Shanghai University of Finance and Economics 2008 — 2008
Northeastern University
Bachelor of Science in Business Administration, Finance
Mia Saunders Mia Saunders's Morgan Stanley Experience May 2007 - August 2007
Job SmallMedium Business Consulting
Industry Management Consulting
Experience
Caring Hearts Medical Clinic January 2013 - June 2014
World Overcomers Christian Church November 2011 - August 2012
Stepping Stones Children's Academy January 2009 - August 2011
Microsoft May 2008 - August 2008
Sprint Nextel August 2007 - March 2008
Morgan Stanley May 2007 - August 2007
Skills
Finance, Investments, Financial Analysis, Management, Business Analysis, Leadership, Financial Modeling, Strategic Planning, Business Development, Forecasting, Program Management, Business Strategy, Budgets, Analysis, Team Leadership
Education
University of California, San Diego 2014 — 2015
Spanish Certificate, Spanish
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelor of Science (B.S.), Finance, 3.3
Caring Hearts Medical Clinic January 2013 - June 2014
World Overcomers Christian Church November 2011 - August 2012
Stepping Stones Children's Academy January 2009 - August 2011
Microsoft May 2008 - August 2008
Sprint Nextel August 2007 - March 2008
Morgan Stanley May 2007 - August 2007
Skills
Finance, Investments, Financial Analysis, Management, Business Analysis, Leadership, Financial Modeling, Strategic Planning, Business Development, Forecasting, Program Management, Business Strategy, Budgets, Analysis, Team Leadership
Education
University of California, San Diego 2014 — 2015
Spanish Certificate, Spanish
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelor of Science (B.S.), Finance, 3.3
Aniket Lawande Aniket Lawande's Morgan Stanley Experience August 2012 - July 2014
Job Web Application Intern at Citrix
Industry Computer Software
Experience
Citrix May 2015 - Present
North Carolina State University January 2015 - Present
Morgan Stanley August 2012 - July 2014
Sardar Patel Institute of Technology July 2011 - July 2012
Skills
Web Development, Node.js, Core Java, Java, Spring, JSP, JavaScript, Web Technologies, Web Services, JavaScriptMVC, angularjs, Web Design, Technical Writing, Technical Training, SDLC, J2EE Application..., REST, Web Applications, AJAX
Education
North Carolina State University 2014 — 2016
Master's degree, Computer Science, 4.0
Sardar Patel Institute of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Information Technology
Citrix May 2015 - Present
North Carolina State University January 2015 - Present
Morgan Stanley August 2012 - July 2014
Sardar Patel Institute of Technology July 2011 - July 2012
Skills
Web Development, Node.js, Core Java, Java, Spring, JSP, JavaScript, Web Technologies, Web Services, JavaScriptMVC, angularjs, Web Design, Technical Writing, Technical Training, SDLC, J2EE Application..., REST, Web Applications, AJAX
Education
North Carolina State University 2014 — 2016
Master's degree, Computer Science, 4.0
Sardar Patel Institute of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Information Technology
Mohammad Shoeb Jhare Mohammad Shoeb Jhare's Morgan Stanley Experience September 2013 - Present
Job Test Tools Implementation & Management
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
Capgemini February 2011 - Present
HSBC Global Technology India February 2011 - September 2013
Barclays September 2008 - February 2011
Wipro Technologies 2006 - 2008
info Soltions Ltd Pune June 2005 - October 2006
Skills
Testing, Test Automation, Quality Center, Test Planning, Test Management, QTP, System Testing, Test Strategy, LoadRunner, Manual Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Regression Testing, Performance Testing, System Integration..., Test Cases, HP Quality Center, HP QTP, Agile Testing
Education
North Maharashtra University 2001 — 2005
B.E., Information Technolgy
Morgan Stanley September 2013 - Present
Capgemini February 2011 - Present
HSBC Global Technology India February 2011 - September 2013
Barclays September 2008 - February 2011
Wipro Technologies 2006 - 2008
info Soltions Ltd Pune June 2005 - October 2006
Skills
Testing, Test Automation, Quality Center, Test Planning, Test Management, QTP, System Testing, Test Strategy, LoadRunner, Manual Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Regression Testing, Performance Testing, System Integration..., Test Cases, HP Quality Center, HP QTP, Agile Testing
Education
North Maharashtra University 2001 — 2005
B.E., Information Technolgy
Paul Nicholls Jr. Paul Nicholls Jr.'s Morgan Stanley Experience 1996 - 2000
Job Mass Mutual Southern New England, Head Lacrosse Coach Plymouth North High School Member Vet Net Plymouth
Industry Financial Services
Experience
Mass Mutual Southern New England July 2013 - Present
Vet Net Plymouth October 2012 - Present
Investment Professionals, Inc. 2011 - 2012
Plymouth North High School 2010 - 2012
cco investments January 2005 - March 2011
A. G. Edwards 2000 - 2005
Morgan Stanley 1996 - 2000
Marshfield High School 1993 - 1996
Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development
Education
Nichols College 1980 — 1984
BS, Public Administration
Mass Mutual Southern New England July 2013 - Present
Vet Net Plymouth October 2012 - Present
Investment Professionals, Inc. 2011 - 2012
Plymouth North High School 2010 - 2012
cco investments January 2005 - March 2011
A. G. Edwards 2000 - 2005
Morgan Stanley 1996 - 2000
Marshfield High School 1993 - 1996
Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development
Education
Nichols College 1980 — 1984
BS, Public Administration
Susan Crane's Morgan Stanley Experience January 2000 - January 2003
Job Searching for a better opportunity
Industry Investment Management
Experience
Voya Financial Advisors, Inc. June 2014 - September 2015
ASIS, LLC June 2011 - June 2014
EFS Advisors, LLC July 2012 - December 2012
ING Financial Partners/Voya Financial Advisors August 2004 - January 2012
Focus Financial Network, Inc. January 2003 - January 2004
Morgan Stanley January 2000 - January 2003
Norwest Mortgage January 1998 - January 2000
US Homes Corporation January 1988 - January 1992
Bear Stearns, Inc. January 1983 - January 1988
Voya Financial 1900 - 1900
Skills
Financial Services, Leadership, Marketing, Sales, Negotiation, Insurance, Investments, Strategic Planning, Customer Service
Education
Normandale Community College
Voya Financial Advisors, Inc. June 2014 - September 2015
ASIS, LLC June 2011 - June 2014
EFS Advisors, LLC July 2012 - December 2012
ING Financial Partners/Voya Financial Advisors August 2004 - January 2012
Focus Financial Network, Inc. January 2003 - January 2004
Morgan Stanley January 2000 - January 2003
Norwest Mortgage January 1998 - January 2000
US Homes Corporation January 1988 - January 1992
Bear Stearns, Inc. January 1983 - January 1988
Voya Financial 1900 - 1900
Skills
Financial Services, Leadership, Marketing, Sales, Negotiation, Insurance, Investments, Strategic Planning, Customer Service
Education
Normandale Community College
Jim Ceresnak's Morgan Stanley Experience June 2013 - 2014
Job Global Securitized Products Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Morgan Stanley June 2013 - 2014
Morgan Stanley June 2011 - June 2013
UNC General Administration 2010 - 2011
NC State University 2009 - 2010
Skills
Derivatives, Series 7, Microsoft Excel, Financial Analysis, Equities, Fixed Income, Venture Capital, Investments, Bloomberg, Analysis, Hedge Funds, Business Analysis, Financial Modeling, Economics
Education
North Carolina State University
Bachelor of Arts (B.A.), Political Science
Bank of America Merrill Lynch November 2014 - Present
Morgan Stanley June 2013 - 2014
Morgan Stanley June 2011 - June 2013
UNC General Administration 2010 - 2011
NC State University 2009 - 2010
Skills
Derivatives, Series 7, Microsoft Excel, Financial Analysis, Equities, Fixed Income, Venture Capital, Investments, Bloomberg, Analysis, Hedge Funds, Business Analysis, Financial Modeling, Economics
Education
North Carolina State University
Bachelor of Arts (B.A.), Political Science
Jessica Holbrook Jessica Holbrook's Morgan Stanley Experience September 2014 - May 2015
Job Clinical Mental Health Counselor for Horizon Health Services
Industry Mental Health Care
Experience
Horizon Health Services June 2015 - Present
Morgan Stanley September 2014 - May 2015
Niagara Falls Memorial Medical Center September 2013 - May 2015
Niagara University September 2012 - May 2015
Quench Juice Bar January 2014 - October 2014
SUNY Geneseo August 2010 - May 2011
Skills
Mental Health Counseling, Public Speaking, Microsoft Word, Research
Education
Niagara University 2012 — 2015
Master of Science (M.S.), Mental Health Counseling/Counselor, 4.0
SUNY Geneseo 2005 — 2011
Bachelor of Arts (B.A.), Psychology and Political Science
Horizon Health Services June 2015 - Present
Morgan Stanley September 2014 - May 2015
Niagara Falls Memorial Medical Center September 2013 - May 2015
Niagara University September 2012 - May 2015
Quench Juice Bar January 2014 - October 2014
SUNY Geneseo August 2010 - May 2011
Skills
Mental Health Counseling, Public Speaking, Microsoft Word, Research
Education
Niagara University 2012 — 2015
Master of Science (M.S.), Mental Health Counseling/Counselor, 4.0
SUNY Geneseo 2005 — 2011
Bachelor of Arts (B.A.), Psychology and Political Science
Curtis Hill Curtis Hill's Morgan Stanley Experience June 1994 - November 2003
Job Founder and President, Serenity Wealth Management
Industry Investment Management
Experience
Serenity Wealth Management- Encino, www.serenitywealthmanagement.com December 2013 - Present
Crowell, Weedon & Co. January 2009 - December 2013
RBC November 2003 - January 2009
Morgan Stanley June 1994 - November 2003
tekelec 1988 - 1993
Skills
Investment Strategies, Investment Advisory, Alternative Investments, Strategic Financial..., Estate Planning, Asset Managment, Equities, Investments, Wealth Management, Financial Advisory, Asset Allocation, Portfolio Management, Small Business, Securities, Marketing, Strategic Planning, Public Speaking
Education
Southern Methodist University 1978 — 1981
Masters of Science, Telecommunications
North Carolina State University 1974 — 1978
Bachelor of Sceince, Aerospace Engineering
North Carolina State University 1974 — 1978
Bachelor of Science, Electrical Engineering (BE)
The American College 2002 — 2005
Certified Financian Planner
Serenity Wealth Management- Encino, www.serenitywealthmanagement.com December 2013 - Present
Crowell, Weedon & Co. January 2009 - December 2013
RBC November 2003 - January 2009
Morgan Stanley June 1994 - November 2003
tekelec 1988 - 1993
Skills
Investment Strategies, Investment Advisory, Alternative Investments, Strategic Financial..., Estate Planning, Asset Managment, Equities, Investments, Wealth Management, Financial Advisory, Asset Allocation, Portfolio Management, Small Business, Securities, Marketing, Strategic Planning, Public Speaking
Education
Southern Methodist University 1978 — 1981
Masters of Science, Telecommunications
North Carolina State University 1974 — 1978
Bachelor of Sceince, Aerospace Engineering
North Carolina State University 1974 — 1978
Bachelor of Science, Electrical Engineering (BE)
The American College 2002 — 2005
Certified Financian Planner
Idris Talib, NSSA, CCA Idris Talib, NSSA, CCA's Morgan Stanley Experience October 2006 - December 2008
Job Helps Healthcare Professionals Increase Their Financial Intelligence/Healthcare Entrepreneur
Industry Financial Services
Experience
New Dominion Community Services, LLC October 2014 - Present
New Horizon Community Services, LLC November 2011 - Present
Job Training and Development Center, Inc. August 2012 - Present
Pronto Home Solutions, LLC July 2012 - Present
Capital Food Ventures, LLC April 2009 - Present
Morgan Stanley October 2006 - December 2008
Skills
Investment Strategies, Securities, Social Skills, Staff Development, Investment Banking, Public Speaking, Portfolio Management, Venture Capital, Mutual Funds, Risk Management, Small Business, Management, Credit, Counseling Psychology, Mental Health, Leadership, Business Development, Entrepreneurship, Family Therapy, Investments, Group Therapy, Leadership Development, Training, Strategic Planning, Time Management, Program Management, Coaching, Start-ups, Executive Management, Team Building, Nonprofits, Management Consulting, Business Planning, Mergers & Acquisitions, Consulting, Business Strategy, Business, Wealth Management, Financial Services, Strategic Partnerships, Strategic Financial..., Asset Management, Financial Modeling, Financial Analysis, Analysis, Valuation, Finance
Education
North Carolina State University 1998 — 2003
Computer Engineering
Fike
New Dominion Community Services, LLC October 2014 - Present
New Horizon Community Services, LLC November 2011 - Present
Job Training and Development Center, Inc. August 2012 - Present
Pronto Home Solutions, LLC July 2012 - Present
Capital Food Ventures, LLC April 2009 - Present
Morgan Stanley October 2006 - December 2008
Skills
Investment Strategies, Securities, Social Skills, Staff Development, Investment Banking, Public Speaking, Portfolio Management, Venture Capital, Mutual Funds, Risk Management, Small Business, Management, Credit, Counseling Psychology, Mental Health, Leadership, Business Development, Entrepreneurship, Family Therapy, Investments, Group Therapy, Leadership Development, Training, Strategic Planning, Time Management, Program Management, Coaching, Start-ups, Executive Management, Team Building, Nonprofits, Management Consulting, Business Planning, Mergers & Acquisitions, Consulting, Business Strategy, Business, Wealth Management, Financial Services, Strategic Partnerships, Strategic Financial..., Asset Management, Financial Modeling, Financial Analysis, Analysis, Valuation, Finance
Education
North Carolina State University 1998 — 2003
Computer Engineering
Fike
Alan Paternoster Alan Paternoster's Morgan Stanley Experience November 1996 - December 1999
Job South Region Sales Manager at William H. Sadlier, Inc.
Industry Publishing
Experience
William H. Sadlier, Inc. February 2013 - Present
William H. Sadlier, Inc. December 1999 - February 2013
Morgan Stanley November 1996 - December 1999
Skills
Academic Publishing, Textbooks, Publishing, Sales Presentations, Online Publishing, Content Development, Books, Editing, Social Media, Ebooks, Blogging, Content Management
Education
North Carolina State University 1983 — 1987
Bachelor of Arts (B.A.), Speech Communication
Altavista High School 1980 — 1983
William H. Sadlier, Inc. February 2013 - Present
William H. Sadlier, Inc. December 1999 - February 2013
Morgan Stanley November 1996 - December 1999
Skills
Academic Publishing, Textbooks, Publishing, Sales Presentations, Online Publishing, Content Development, Books, Editing, Social Media, Ebooks, Blogging, Content Management
Education
North Carolina State University 1983 — 1987
Bachelor of Arts (B.A.), Speech Communication
Altavista High School 1980 — 1983
John Latino's Morgan Stanley Experience March 2010 - August 2011
Job Trader at ZPR Investment Management
Industry Financial Services
Experience
ZPR Investment Management April 2013 - Present
Morgan Stanley March 2010 - August 2011
OppenheimerFunds September 2002 - June 2009
Jacobs Levy Equity Management June 1996 - August 2002
JPMorgan Chase January 1992 - February 1994
JPMorgan Chase February 1990 - January 1992
Salomon Brothers May 1989 - February 1990
Skills
Electronic Trading, Trading Systems, Equities, Trading, Program Trading, Trading Strategies, Securities, Portfolio Management, Equity Trading, Financial Risk, Hedge Funds, Hedging, Buy-side, Bloomberg, Quantitative Investing, Quantitative Finance, Algorithms, Bonds, Fixed Income, Alternative Investments, Analysis, Options, ETFs, Equity Derivatives, Capital Markets, Trading Technology, Data Analysis, Financial Markets, Derivatives, Risk Monitoring, Series 7, Investments, TCA, Market Data, Proprietary Trading, Dark Pools, Algorithm Analysis, R, SQL, Python, Commodity, FINRA, Equity Research, Asset Allocation, FX trading
Education
Stevens Institute of Technology
MS, Mathematics/Statistics
Northeastern University 1983 — 1988
BS, Finance, Economics, Computer Science
ZPR Investment Management April 2013 - Present
Morgan Stanley March 2010 - August 2011
OppenheimerFunds September 2002 - June 2009
Jacobs Levy Equity Management June 1996 - August 2002
JPMorgan Chase January 1992 - February 1994
JPMorgan Chase February 1990 - January 1992
Salomon Brothers May 1989 - February 1990
Skills
Electronic Trading, Trading Systems, Equities, Trading, Program Trading, Trading Strategies, Securities, Portfolio Management, Equity Trading, Financial Risk, Hedge Funds, Hedging, Buy-side, Bloomberg, Quantitative Investing, Quantitative Finance, Algorithms, Bonds, Fixed Income, Alternative Investments, Analysis, Options, ETFs, Equity Derivatives, Capital Markets, Trading Technology, Data Analysis, Financial Markets, Derivatives, Risk Monitoring, Series 7, Investments, TCA, Market Data, Proprietary Trading, Dark Pools, Algorithm Analysis, R, SQL, Python, Commodity, FINRA, Equity Research, Asset Allocation, FX trading
Education
Stevens Institute of Technology
MS, Mathematics/Statistics
Northeastern University 1983 — 1988
BS, Finance, Economics, Computer Science
Corey Schultz Corey Schultz's Morgan Stanley Experience September 2000 - January 2002
Job
Industry Oil & Energy
Experience
Constellation November 2014 - Present
Integrys Energy Services July 2012 - October 2014
Integrys Energy Services March 2010 - July 2012
Integrys Energy Services July 2004 - March 2010
BP January 2002 - July 2004
Morgan Stanley September 2000 - January 2002
Skills
Research, Outlook, Teaching, Public Speaking, Microsoft Office, NYISO, PJM, MISO, Electronic Trading, Power Systems, Electric Power, Power Generation, Commodity Markets, Commodity Risk..., Leadership, SPP, Environmental Compliance, Futures Trading, Energy, Risk Management, Commodity, Hedging, Trading
Education
North Central College 1993 — 2002
Bachelor's degree
North Central College
Bachelor's degree
Constellation November 2014 - Present
Integrys Energy Services July 2012 - October 2014
Integrys Energy Services March 2010 - July 2012
Integrys Energy Services July 2004 - March 2010
BP January 2002 - July 2004
Morgan Stanley September 2000 - January 2002
Skills
Research, Outlook, Teaching, Public Speaking, Microsoft Office, NYISO, PJM, MISO, Electronic Trading, Power Systems, Electric Power, Power Generation, Commodity Markets, Commodity Risk..., Leadership, SPP, Environmental Compliance, Futures Trading, Energy, Risk Management, Commodity, Hedging, Trading
Education
North Central College 1993 — 2002
Bachelor's degree
North Central College
Bachelor's degree
Joe Lan's Morgan Stanley Experience September 2008 - November 2009
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Management Consulting
Experience
University of Michigan August 2014 - Present
Roland Berger Strategy Consultants June 2015 - August 2015
Woodward, Inc. March 2015 - May 2015
American Association of Individual Investors January 2013 - June 2014
American Association of Individual Investors September 2010 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2010
Morgan Stanley September 2008 - November 2009
Skills
Portfolio Management, Valuation, Investments, Capital Markets, Asset Allocation, Financial Analysis, Financial Modeling, Finance, Competitive Analysis, Financial Statement..., Strategic Financial..., Retirement Planning, Due Diligence, Analysis, Financial Risk, Economics, Financial Planning, Management, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Finance
Keller Graduate School of Management 2008 — 2009
Master of Science (M.S.), Accounting and Financial Management
Northeastern Illinois University 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Michigan August 2014 - Present
Roland Berger Strategy Consultants June 2015 - August 2015
Woodward, Inc. March 2015 - May 2015
American Association of Individual Investors January 2013 - June 2014
American Association of Individual Investors September 2010 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2010
Morgan Stanley September 2008 - November 2009
Skills
Portfolio Management, Valuation, Investments, Capital Markets, Asset Allocation, Financial Analysis, Financial Modeling, Finance, Competitive Analysis, Financial Statement..., Strategic Financial..., Retirement Planning, Due Diligence, Analysis, Financial Risk, Economics, Financial Planning, Management, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Finance
Keller Graduate School of Management 2008 — 2009
Master of Science (M.S.), Accounting and Financial Management
Northeastern Illinois University 2004 — 2008
Bachelor of Science (B.S.), Finance
Dean Breitbach Dean Breitbach's Morgan Stanley Experience March 2001 - March 2006
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Smith Barney March 2006 - January 2009
Morgan Stanley March 2001 - March 2006
US Bank August 1999 - March 2001
Skills
Asset Allocation, Wealth Management, Series 7, Series 63, Mutual Funds, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Strategic Financial..., Financial Advisory
Education
St. Cloud State University 1995 — 1998
Bachelor of Science (B.S.), Finance, General
North Dakota State University 1993 — 1995
Engineering
UBS Financial Services, Inc. January 2009 - Present
Smith Barney March 2006 - January 2009
Morgan Stanley March 2001 - March 2006
US Bank August 1999 - March 2001
Skills
Asset Allocation, Wealth Management, Series 7, Series 63, Mutual Funds, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Strategic Financial..., Financial Advisory
Education
St. Cloud State University 1995 — 1998
Bachelor of Science (B.S.), Finance, General
North Dakota State University 1993 — 1995
Engineering
BreeAna Jones BreeAna Jones's Morgan Stanley Experience March 2014 - August 2015
Job Big Data Investment Research Associate
Industry Investment Management
Experience
Point 72 Asset Management August 2015 - Present
Morgan Stanley March 2014 - August 2015
Endeavor January 2013 - April 2013
Northeastern University Huntington Management Consultants September 2012 - November 2012
Syntao Consulting February 2012 - July 2012
John Hancock Financial Services July 2010 - January 2011
Sikorsky Aircraft January 2009 - September 2009
Skills
Business Strategy, Analysis, Leadership, Entrepreneurship, Research, Economics, Business Development, Microsoft Excel, Strategic Planning, Competitive Analysis, Management Consulting, Emerging Markets, New Business Development, Finance, Microsoft Office, Data Analysis, Investments, Marketing, French, Financial Modeling, Valuation, Equity Research, Due Diligence, Economic Development
Education
Peking University 2011 — 2012
BS, International Business, Finance, Economics
Northeastern University 2008 — 2012
Bachelor of Science, International Business
Nanjing University 2010 — 2010
Intensive Chinese Immersion
Point 72 Asset Management August 2015 - Present
Morgan Stanley March 2014 - August 2015
Endeavor January 2013 - April 2013
Northeastern University Huntington Management Consultants September 2012 - November 2012
Syntao Consulting February 2012 - July 2012
John Hancock Financial Services July 2010 - January 2011
Sikorsky Aircraft January 2009 - September 2009
Skills
Business Strategy, Analysis, Leadership, Entrepreneurship, Research, Economics, Business Development, Microsoft Excel, Strategic Planning, Competitive Analysis, Management Consulting, Emerging Markets, New Business Development, Finance, Microsoft Office, Data Analysis, Investments, Marketing, French, Financial Modeling, Valuation, Equity Research, Due Diligence, Economic Development
Education
Peking University 2011 — 2012
BS, International Business, Finance, Economics
Northeastern University 2008 — 2012
Bachelor of Science, International Business
Nanjing University 2010 — 2010
Intensive Chinese Immersion
Jennifer Hinnant Jennifer Hinnant's Morgan Stanley Experience August 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Graystone Consulting November 2006 - July 2014
Smith Barney April 1999 - October 2006
Skills
Microsoft Office
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Business Management, Finance
Morgan Stanley August 2014 - Present
Graystone Consulting November 2006 - July 2014
Smith Barney April 1999 - October 2006
Skills
Microsoft Office
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Business Management, Finance
Scot Wilce Scot Wilce's Morgan Stanley Experience January 2010 - February 2010
Job Director of Tax Technology Amazon.com
Industry Internet
Experience
Amazon March 2014 - Present
GE Capital February 2011 - February 2014
Goldman Sachs March 2010 - March 2011
Morgan Stanley January 2010 - February 2010
Goldman Sachs April 1998 - February 2009
Salomon Brothers October 1988 - April 1998
Arthur Andersen 1986 - 1988
Skills
Project Management, Analysis, IT Strategy, Team Building, Business Process, SDLC, Financial Services, Leadership, Vendor Management, Management, Business Analysis
Education
University of North Carolina at Chapel Hill 1985 — 1986
Masters, Accounting/Tax
North Carolina State University 1981 — 1984
BA, Accounting
Amazon March 2014 - Present
GE Capital February 2011 - February 2014
Goldman Sachs March 2010 - March 2011
Morgan Stanley January 2010 - February 2010
Goldman Sachs April 1998 - February 2009
Salomon Brothers October 1988 - April 1998
Arthur Andersen 1986 - 1988
Skills
Project Management, Analysis, IT Strategy, Team Building, Business Process, SDLC, Financial Services, Leadership, Vendor Management, Management, Business Analysis
Education
University of North Carolina at Chapel Hill 1985 — 1986
Masters, Accounting/Tax
North Carolina State University 1981 — 1984
BA, Accounting
Jason Pendse Jason Pendse's Morgan Stanley Experience July 2007 - July 2008
Job Virtual Sales Specialist Independent Software Vendors at Cisco
Industry Computer Networking
Experience
Cisco August 2014 - Present
Cisco November 2013 - Present
Cisco February 2013 - November 2013
Best Practices, LLC August 2009 - October 2012
Best Practices, LLC February 2009 - August 2009
Principal Financial Group August 2008 - March 2009
Morgan Stanley July 2007 - July 2008
PPD March 2004 - August 2005
North Carolina State University February 2000 - February 2004
Paradigm Genetics August 1998 - January 2000
Education
North Carolina State University
Cisco August 2014 - Present
Cisco November 2013 - Present
Cisco February 2013 - November 2013
Best Practices, LLC August 2009 - October 2012
Best Practices, LLC February 2009 - August 2009
Principal Financial Group August 2008 - March 2009
Morgan Stanley July 2007 - July 2008
PPD March 2004 - August 2005
North Carolina State University February 2000 - February 2004
Paradigm Genetics August 1998 - January 2000
Education
North Carolina State University
Harry Riepl Harry Riepl's Morgan Stanley Experience June 2005 - March 2006
Job Senior Financial Analyst Strategy & Modeling at Allstate
Industry Insurance
Experience
Allstate June 2013 - Present
Pivot Point International March 2006 - June 2013
NAAAP June 2011 - December 2012
Morgan Stanley June 2005 - March 2006
Skills
Budgeting, Financial Analysis, ERP, NetSuite, KPI Dashboards, KPI Reports, Microsoft Excel, VBA, Vlookup, Pivot Tables, Revenue Analysis, Revenue Forecasting, Data Migration, Customization, Eblasts, Forecasting, Fixed Assets, Expense Reports, Operating Budgets, Department Budgeting, Revenue Recognition, Key Performance..., Dashboard Metrics, Ad Hoc Reporting, Conditional Formatting, Formulas, Budget P&L, P&L Modeling, Financial Reporting, KPI implementation, Custom Reports, Sales Analysis, Relational Databases, Business Analysis, Constant Contact, Deferred Revenue, Performance Measurement, Analysis, Budgets, Marketing Communications, Team Leadership, Strategic Planning, Training, Leadership, Management, Public Speaking, Recruiting, Sales, Customer Service, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
North Park University 2002 — 2005
BS Business Economics, Finance
Allstate June 2013 - Present
Pivot Point International March 2006 - June 2013
NAAAP June 2011 - December 2012
Morgan Stanley June 2005 - March 2006
Skills
Budgeting, Financial Analysis, ERP, NetSuite, KPI Dashboards, KPI Reports, Microsoft Excel, VBA, Vlookup, Pivot Tables, Revenue Analysis, Revenue Forecasting, Data Migration, Customization, Eblasts, Forecasting, Fixed Assets, Expense Reports, Operating Budgets, Department Budgeting, Revenue Recognition, Key Performance..., Dashboard Metrics, Ad Hoc Reporting, Conditional Formatting, Formulas, Budget P&L, P&L Modeling, Financial Reporting, KPI implementation, Custom Reports, Sales Analysis, Relational Databases, Business Analysis, Constant Contact, Deferred Revenue, Performance Measurement, Analysis, Budgets, Marketing Communications, Team Leadership, Strategic Planning, Training, Leadership, Management, Public Speaking, Recruiting, Sales, Customer Service, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
North Park University 2002 — 2005
BS Business Economics, Finance
Gretchen Bennett's Morgan Stanley Experience March 2015 - Present
Job Client Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
First Step Group May 2014 - February 2015
Financial Recovery Services January 2009 - May 2014
Skills
Negotiation, Delegation, Creativity, Implantation, Communication, Strategic Thinking, Customer Service, Team Building, Microsoft Office
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
North Hennepin Community College 2004 — 2006
Associate of Arts (A.A.), General Studies
Morgan Stanley March 2015 - Present
First Step Group May 2014 - February 2015
Financial Recovery Services January 2009 - May 2014
Skills
Negotiation, Delegation, Creativity, Implantation, Communication, Strategic Thinking, Customer Service, Team Building, Microsoft Office
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
North Hennepin Community College 2004 — 2006
Associate of Arts (A.A.), General Studies
Jason Wheeler Jason Wheeler's Morgan Stanley Experience June 2001 - June 2005
Job Owner, Pathfinder Wealth Consulting
Industry Financial Services
Experience
Pathfinder Wealth Consulting June 2005 - Present
Morgan Stanley June 2001 - June 2005
IFG Network Securities July 1999 - June 2001
Skills
Financial Planners, Series 7, Retirement Planning, Uniform Combined State..., Investments, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, IRAs, Life Insurance, Finance, Financial Services, Asset Management
Education
University of North Carolina at Wilmington 2001 — 2003
Master, Business Administration
University of North Carolina at Wilmington 1997 — 1999
BS, Finance
North Carolina State University 1992 — 1994
Pathfinder Wealth Consulting June 2005 - Present
Morgan Stanley June 2001 - June 2005
IFG Network Securities July 1999 - June 2001
Skills
Financial Planners, Series 7, Retirement Planning, Uniform Combined State..., Investments, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, IRAs, Life Insurance, Finance, Financial Services, Asset Management
Education
University of North Carolina at Wilmington 2001 — 2003
Master, Business Administration
University of North Carolina at Wilmington 1997 — 1999
BS, Finance
North Carolina State University 1992 — 1994
Jordan Hilliard Jordan Hilliard's Morgan Stanley Experience July 2008 - December 2008
Job Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2010 - Present
Scotia Capital July 2009 - December 2009
Morgan Stanley July 2008 - December 2008
Wellington Management July 2007 - December 2007
Skills
Portfolio Management, Capital Markets, Valuation, Finance, Loans, Cash Flow Lending, Cross-border..., Financial Modeling, Mergers & Acquisitions, Private Equity, Leveraged Finance, Credit, Data Analysis, Derivatives, Banking, Hedge Funds, Corporate Finance
Education
Northeastern University 2005 — 2010
BS in Business Administration, Finance & Insurance/Management
Wells Fargo Capital Finance July 2010 - Present
Scotia Capital July 2009 - December 2009
Morgan Stanley July 2008 - December 2008
Wellington Management July 2007 - December 2007
Skills
Portfolio Management, Capital Markets, Valuation, Finance, Loans, Cash Flow Lending, Cross-border..., Financial Modeling, Mergers & Acquisitions, Private Equity, Leveraged Finance, Credit, Data Analysis, Derivatives, Banking, Hedge Funds, Corporate Finance
Education
Northeastern University 2005 — 2010
BS in Business Administration, Finance & Insurance/Management
James Gerrity James Gerrity's Morgan Stanley Experience June 2009 - Present
Job Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Walsh College June 2015 - Present
Walsh College April 2012 - Present
Morgan Stanley June 2009 - Present
Smith Barney September 2000 - June 2009
Standard Brokerage Services/ABN Amro Investment Services February 1997 - August 2000
Olde Discount Stockbrokers August 1995 - February 1997
Skills
Business Coaching, Employee Training, Career Development..., Leading Meetings, Suitability Analysis, Onboarding, Quality Management, Compliance, Communication Skills, Managing Processes, Operations Management, Performance Reviews, Approvals, P&L Responsibility, P&L Analysis, Managerial Finance, Strategic Financial..., Series 7, Series 24, series 65, Accounts Payable, Management, Finance, Training, Mutual Funds, Wealth Management, Investments, Financial Analysis, Strategic Planning, Leadership
Education
Northcentral University 2014 — 2018
Doctor of Philosophy (Ph.D.), Business Administration, Human Resource Management
Walsh College of Accountancy and Business Administration 2009 — 2014
Master of Business Administration (MBA), Human Resources Management and Services, and Marketing, 4.0
Walsh College of Accountancy and Business Administration 2005 — 2008
MS Finance, Personal Financial Planning, 3.9
University of Detroit Mercy 1991 — 1995
Bachelor of Arts (BA), Economics, Spanish, Political Science, 3.9
Walsh College June 2015 - Present
Walsh College April 2012 - Present
Morgan Stanley June 2009 - Present
Smith Barney September 2000 - June 2009
Standard Brokerage Services/ABN Amro Investment Services February 1997 - August 2000
Olde Discount Stockbrokers August 1995 - February 1997
Skills
Business Coaching, Employee Training, Career Development..., Leading Meetings, Suitability Analysis, Onboarding, Quality Management, Compliance, Communication Skills, Managing Processes, Operations Management, Performance Reviews, Approvals, P&L Responsibility, P&L Analysis, Managerial Finance, Strategic Financial..., Series 7, Series 24, series 65, Accounts Payable, Management, Finance, Training, Mutual Funds, Wealth Management, Investments, Financial Analysis, Strategic Planning, Leadership
Education
Northcentral University 2014 — 2018
Doctor of Philosophy (Ph.D.), Business Administration, Human Resource Management
Walsh College of Accountancy and Business Administration 2009 — 2014
Master of Business Administration (MBA), Human Resources Management and Services, and Marketing, 4.0
Walsh College of Accountancy and Business Administration 2005 — 2008
MS Finance, Personal Financial Planning, 3.9
University of Detroit Mercy 1991 — 1995
Bachelor of Arts (BA), Economics, Spanish, Political Science, 3.9
Amanda Armstrong Amanda Armstrong's Morgan Stanley Experience 2000 - 2001
Job Senior Global Real Estate Advisor, By The Sea Sotheby's International Realty
Industry Real Estate
Experience
Sothebys International Realty June 2007 - Present
Sotheby's International Realty 2005 - Present
Morgan Stanley 2000 - 2001
West Surburban Elder Services May 1999 - November 2000
South Bay Union School District September 1992 - September 1997
Skills
skilled negotiator, Real Estate, Negotiation, Real Estate Transactions, Single Family Homes, Residential Homes, Sellers, Buyer Representation, First Time Home Buyers, Condos, Buyers, New Homes, Relocation, Marketing, Short Sales, New Home Sales, Listings
Education
Northeastern University 1997 — 1999
BS, Health and Human Services
Southwestern College 1995 — 1996
Sothebys International Realty June 2007 - Present
Sotheby's International Realty 2005 - Present
Morgan Stanley 2000 - 2001
West Surburban Elder Services May 1999 - November 2000
South Bay Union School District September 1992 - September 1997
Skills
skilled negotiator, Real Estate, Negotiation, Real Estate Transactions, Single Family Homes, Residential Homes, Sellers, Buyer Representation, First Time Home Buyers, Condos, Buyers, New Homes, Relocation, Marketing, Short Sales, New Home Sales, Listings
Education
Northeastern University 1997 — 1999
BS, Health and Human Services
Southwestern College 1995 — 1996
Elise Jarvi Elise Jarvi's Morgan Stanley Experience July 2008 - December 2008
Job Senior Client Service Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2014 - Present
State Street Global Advisors October 2011 - July 2014
Business Intelligence Advisors (BIA) October 2010 - September 2011
Business Intelligence Advisors (BIA) September 2009 - October 2010
Morgan Stanley July 2008 - December 2008
Wellington Management January 2007 - June 2007
Federation for Children with Special Needs July 2006 - October 2006
Gillette January 2006 - August 2006
Make-A-Wish Foundation September 2003 - May 2004
Education
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Finance & Insurance and Marketing
Studio Arts Center International 2007 — 2007
Study Abroad Program, Art History, Italian, Writing
State Street Global Advisors August 2014 - Present
State Street Global Advisors October 2011 - July 2014
Business Intelligence Advisors (BIA) October 2010 - September 2011
Business Intelligence Advisors (BIA) September 2009 - October 2010
Morgan Stanley July 2008 - December 2008
Wellington Management January 2007 - June 2007
Federation for Children with Special Needs July 2006 - October 2006
Gillette January 2006 - August 2006
Make-A-Wish Foundation September 2003 - May 2004
Education
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Finance & Insurance and Marketing
Studio Arts Center International 2007 — 2007
Study Abroad Program, Art History, Italian, Writing
Thomas Bivona Thomas Bivona's Morgan Stanley Experience February 1993 - October 2000
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2000 - Present
Wells Fargo Advisors, LLC October 2000 - Present
Morgan Stanley February 1993 - October 2000
Skills
Portfolio Management, Management, Finance, Financial Services, Financial Advisory, Series 7, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Analysis, Asset Allocation
Education
Northeastern University 1986 — 1991
Bachelor's degree, Business Administration and Management, General
Cushing Academy 1983 — 1986
High School
Wells Fargo Advisors, LLC October 2000 - Present
Wells Fargo Advisors, LLC October 2000 - Present
Morgan Stanley February 1993 - October 2000
Skills
Portfolio Management, Management, Finance, Financial Services, Financial Advisory, Series 7, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Analysis, Asset Allocation
Education
Northeastern University 1986 — 1991
Bachelor's degree, Business Administration and Management, General
Cushing Academy 1983 — 1986
High School
mark shipham mark shipham's Morgan Stanley Experience June 2005 - April 2009
Job Lead Meteorologist at E.ON Global Commodities North America LLC
Industry Oil & Energy
Experience
E.ON November 2013 - Present
Jamison Capital Partners April 2009 - December 2012
Morgan Stanley June 2005 - April 2009
Dominion Virginia Power January 2002 - June 2005
NASA Langley Research Center January 1983 - January 1998
Skills
Matlab, Meteorology, Statistics, Commodity Markets, Weather, Derivatives Trading, Energy, natural gas, Analysis, Forecasting, Trading, Remote Sensing, Natural Gas, Weather Forecasting, Energy Markets, Renewable Energy, Climate, Commodity, Wind, Electricity Markets, Hedging, Natural Gas Trading, Risk Management, Modeling, Climate Change, Commodity Risk..., Solar Energy, Oceanography, Data Analysis, Air Quality, Environmental Awareness, VBA, Weather Derivatives, PJM
Education
University of New Hampshire 1992 — 1995
PhD, Atmospheric Chemistry and Climatology
North Carolina State University
Master of Science (MS), Meteorology
North Carolina State University
Bachelor of Science (BS), Meteorology
E.ON November 2013 - Present
Jamison Capital Partners April 2009 - December 2012
Morgan Stanley June 2005 - April 2009
Dominion Virginia Power January 2002 - June 2005
NASA Langley Research Center January 1983 - January 1998
Skills
Matlab, Meteorology, Statistics, Commodity Markets, Weather, Derivatives Trading, Energy, natural gas, Analysis, Forecasting, Trading, Remote Sensing, Natural Gas, Weather Forecasting, Energy Markets, Renewable Energy, Climate, Commodity, Wind, Electricity Markets, Hedging, Natural Gas Trading, Risk Management, Modeling, Climate Change, Commodity Risk..., Solar Energy, Oceanography, Data Analysis, Air Quality, Environmental Awareness, VBA, Weather Derivatives, PJM
Education
University of New Hampshire 1992 — 1995
PhD, Atmospheric Chemistry and Climatology
North Carolina State University
Master of Science (MS), Meteorology
North Carolina State University
Bachelor of Science (BS), Meteorology
Michelle Morrow Michelle Morrow's Morgan Stanley Experience March 2013 - Present
Job Vice President, Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley January 2012 - March 2013
Morgan Stanley July 2010 - January 2012
United States Army Reserve May 2008 - July 2010
Morgan Stanley Smith Barney April 2008 - July 2010
US Army May 2004 - July 2008
Skills
Series 7, Risk Management, Financial Management, Securities, Financial Planning, Wealth Management, Risk, Portfolio Management, Budgeting, Excel, Investments, Management
Education
North Carolina State University - College of Management 2000 — 2004
BS, Accounting - Financial Analysis
University of South Carolina-Columbia 2007 — 2007
N/A, Project Management
Morgan Stanley March 2013 - Present
Morgan Stanley January 2012 - March 2013
Morgan Stanley July 2010 - January 2012
United States Army Reserve May 2008 - July 2010
Morgan Stanley Smith Barney April 2008 - July 2010
US Army May 2004 - July 2008
Skills
Series 7, Risk Management, Financial Management, Securities, Financial Planning, Wealth Management, Risk, Portfolio Management, Budgeting, Excel, Investments, Management
Education
North Carolina State University - College of Management 2000 — 2004
BS, Accounting - Financial Analysis
University of South Carolina-Columbia 2007 — 2007
N/A, Project Management
Mark Donovan Mark Donovan's Morgan Stanley Experience 1993 - 1996
Job Sr Director, Enterprise Archiecture at Capital One
Industry Financial Services
Experience
Capital One January 2010 - Present
Capital One 2004 - July 2010
Keane 1997 - 2004
Morgan Stanley 1993 - 1996
Merced County 1991 - 1993
United Technologies Subsidiary 1987 - 1991
Skills
Architecture, Strategic Planning, Negotiation, IT Strategy, Integration, Strategy, Leadership, Enterprise Architecture, Architectures, Business Analysis, Process Improvement, SDLC, Enterprise Software, Management, Start-ups, Agile Methodologies, Program Management, Risk Management
Education
North Carolina Wesleyan College
BS
Capital One January 2010 - Present
Capital One 2004 - July 2010
Keane 1997 - 2004
Morgan Stanley 1993 - 1996
Merced County 1991 - 1993
United Technologies Subsidiary 1987 - 1991
Skills
Architecture, Strategic Planning, Negotiation, IT Strategy, Integration, Strategy, Leadership, Enterprise Architecture, Architectures, Business Analysis, Process Improvement, SDLC, Enterprise Software, Management, Start-ups, Agile Methodologies, Program Management, Risk Management
Education
North Carolina Wesleyan College
BS
Christopher Alexis Christopher Alexis's Morgan Stanley Experience August 2011 - 2012
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2012 - Present
Morgan Stanley August 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Merrill Lynch January 2008 - August 2008
PNC Bank June 2006 - September 2006
Brookstreet Securities Corporation May 2006 - September 2006
Crescent Credit Union November 2004 - May 2005
Skills
Equities, Valuation, Financial Analysis, Investments, Financial Modeling, Risk Management, Finance, Portfolio Management, Mutual Funds
Education
Northeastern University 2005 — 2011
Bachelor of Science, Economics
Bessemer Trust April 2012 - Present
Morgan Stanley August 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Merrill Lynch January 2008 - August 2008
PNC Bank June 2006 - September 2006
Brookstreet Securities Corporation May 2006 - September 2006
Crescent Credit Union November 2004 - May 2005
Skills
Equities, Valuation, Financial Analysis, Investments, Financial Modeling, Risk Management, Finance, Portfolio Management, Mutual Funds
Education
Northeastern University 2005 — 2011
Bachelor of Science, Economics
Kelly Herron's Morgan Stanley Experience May 2007 - August 2007
Job Marketing Specialist, Media at Citrix
Industry Marketing and Advertising
Experience
Citrix January 2015 - Present
ComedyWorx September 2010 - Present
Citrix ShareFile June 2012 - January 2015
Global Software, Inc. March 2010 - June 2012
Atlantic Creative Communications September 2008 - March 2010
Philanthropy Journal January 2008 - July 2008
The Technican August 2007 - December 2007
Morgan Stanley May 2007 - August 2007
Skills
Marketing Communications, Copywriting, Social Media Marketing, Graphic Design, Email Marketing, Social Media Relations, Social Media Development, Copy Editing, Brand Management, Public Relations, Advertising, Creative Writing, Writing, Blogging, SEO copywriting, Project Management, Social Media, Display Advertising, Editing, Marketing, Display Technology, Display Campaigns, Leadership, AP Style
Education
North Carolina State University 2005 — 2009
BA, English - Language, Writing, & Rhetoric
Bishop McGuinness High School 2001 — 2005
Our Lady of Grace 1992 — 2001
Citrix January 2015 - Present
ComedyWorx September 2010 - Present
Citrix ShareFile June 2012 - January 2015
Global Software, Inc. March 2010 - June 2012
Atlantic Creative Communications September 2008 - March 2010
Philanthropy Journal January 2008 - July 2008
The Technican August 2007 - December 2007
Morgan Stanley May 2007 - August 2007
Skills
Marketing Communications, Copywriting, Social Media Marketing, Graphic Design, Email Marketing, Social Media Relations, Social Media Development, Copy Editing, Brand Management, Public Relations, Advertising, Creative Writing, Writing, Blogging, SEO copywriting, Project Management, Social Media, Display Advertising, Editing, Marketing, Display Technology, Display Campaigns, Leadership, AP Style
Education
North Carolina State University 2005 — 2009
BA, English - Language, Writing, & Rhetoric
Bishop McGuinness High School 2001 — 2005
Our Lady of Grace 1992 — 2001
Jenna Patkunas Jenna Patkunas's Morgan Stanley Experience May 2013 - Present
Job Legal Entity Controller Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley May 2013 - Present
Rubenstein Public Relations July 2012 - May 2013
XS, Inc. May 2010 - July 2012
Skills
Accounting, Financial Reporting, GAAP, Financial Statements, US GAAP, General Ledger, Microsoft Excel, Financial Accounting, Internal Controls, Financial Analysis, QuickBooks, Account Reconciliation, Auditing
Education
North Carolina State University 2009 — 2010
Master, Accounting
North Carolina State University 2004 — 2009
BS/BA, Accounting/International Studies
Morgan Stanley May 2013 - Present
Rubenstein Public Relations July 2012 - May 2013
XS, Inc. May 2010 - July 2012
Skills
Accounting, Financial Reporting, GAAP, Financial Statements, US GAAP, General Ledger, Microsoft Excel, Financial Accounting, Internal Controls, Financial Analysis, QuickBooks, Account Reconciliation, Auditing
Education
North Carolina State University 2009 — 2010
Master, Accounting
North Carolina State University 2004 — 2009
BS/BA, Accounting/International Studies
William Dwyer William Dwyer's Morgan Stanley Experience 1999 - 2002
Job Vice President, The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon 2005 - Present
BSB Bank & Trust 2002 - 2004
Morgan Stanley 1999 - 2002
Dean Witter Reynolds Inc. 1986 - 1995
Education
Niagara University 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management
Bishop Ludden High School 1978 — 1981
BNY Mellon 2005 - Present
BSB Bank & Trust 2002 - 2004
Morgan Stanley 1999 - 2002
Dean Witter Reynolds Inc. 1986 - 1995
Education
Niagara University 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management
Bishop Ludden High School 1978 — 1981
Matthew Saitta's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
IDEA: Northeastern's Venture Accelerator May 2011 - December 2014
Morgan Stanley January 2014 - June 2014
Hercules Technology Growth Capital January 2013 - June 2013
Merrill Lynch January 2012 - June 2012
Vail Resorts May 2011 - September 2011
Education
Northeastern University 2010 — 2015
BS, Business Administration, Finance, 3.95
Northeastern University 2010 — 2015
BS, Psychology, 3.95
London School of Economics and Political Science 2012 — 2012
Summer Sessions I & II, 2012
Chaminade High School 2006 — 2010
Morgan Stanley June 2015 - Present
IDEA: Northeastern's Venture Accelerator May 2011 - December 2014
Morgan Stanley January 2014 - June 2014
Hercules Technology Growth Capital January 2013 - June 2013
Merrill Lynch January 2012 - June 2012
Vail Resorts May 2011 - September 2011
Education
Northeastern University 2010 — 2015
BS, Business Administration, Finance, 3.95
Northeastern University 2010 — 2015
BS, Psychology, 3.95
London School of Economics and Political Science 2012 — 2012
Summer Sessions I & II, 2012
Chaminade High School 2006 — 2010
Chao Mui, CFA Chao Mui, CFA's Morgan Stanley Experience August 2001 - November 2002
Job Investment Banker
Industry Investment Banking
Experience
Macquarie Group November 2013 - Present
Life Insurance Company December 2011 - November 2013
Bank of America Merrill Lynch June 2005 - December 2011
American Express Financial Advisors December 2002 - July 2004
Morgan Stanley August 2001 - November 2002
Cap Gemini Ernst & Young August 2000 - May 2001
Deloitte Consulting June 1999 - August 1999
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Development, Risk Management, Finance, Financial Services, Restructuring, Asset Management, Capital Markets, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BSB
Normandale Community College 1995 — 1997
Macquarie Group November 2013 - Present
Life Insurance Company December 2011 - November 2013
Bank of America Merrill Lynch June 2005 - December 2011
American Express Financial Advisors December 2002 - July 2004
Morgan Stanley August 2001 - November 2002
Cap Gemini Ernst & Young August 2000 - May 2001
Deloitte Consulting June 1999 - August 1999
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Development, Risk Management, Finance, Financial Services, Restructuring, Asset Management, Capital Markets, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BSB
Normandale Community College 1995 — 1997
Shahriar Taj Shahriar Taj's Morgan Stanley Experience January 1998 - January 2009
Job Managing Director
Industry Financial Services
Experience
Global Technology at JPMorgan Chase March 2009 - Present
UBS Investment Bank January 2009 - March 2009
Morgan Stanley January 1998 - January 2009
McKinsey & Company March 1997 - January 1998
Bowne Management Systems, Inc May 1995 - March 1997
Del Laboratories April 1993 - May 1995
Nassau County August 1986 - April 1993
Skills
Hedge Funds, Prime Brokerage, Trading Systems, Portfolio Management, Equities, Software Development, Fixed Income, Fund Accounting, Databases, Derivatives, Equity Derivatives, Credit Derivatives, BPMN, Management, Investment Banking, Middle Office, Swaps, Sybase, Market Data, Capital Markets, Financial Services, Electronic Trading, Market Risk, Alternative Investments, Reference Data, Equity Trading, FX Options, Asset Management, Back Office, Options, Interest Rate..., Securities, Trading, Bloomberg, Low Latency, Securities Lending, Investment Management, Financial Markets, Mutual Funds, Financial Risk, Corporate Actions, Valuation, Bonds, Operational Risk..., Performance Measurement, Equity Research, Operational Risk, Private Equity, Settlement, Open Source Integration
Education
North Carolina State University
BS, Mechanical Engineering
Queens College
MA, Computer Science
Southeastern University
BA, Information Systems Management
Global Technology at JPMorgan Chase March 2009 - Present
UBS Investment Bank January 2009 - March 2009
Morgan Stanley January 1998 - January 2009
McKinsey & Company March 1997 - January 1998
Bowne Management Systems, Inc May 1995 - March 1997
Del Laboratories April 1993 - May 1995
Nassau County August 1986 - April 1993
Skills
Hedge Funds, Prime Brokerage, Trading Systems, Portfolio Management, Equities, Software Development, Fixed Income, Fund Accounting, Databases, Derivatives, Equity Derivatives, Credit Derivatives, BPMN, Management, Investment Banking, Middle Office, Swaps, Sybase, Market Data, Capital Markets, Financial Services, Electronic Trading, Market Risk, Alternative Investments, Reference Data, Equity Trading, FX Options, Asset Management, Back Office, Options, Interest Rate..., Securities, Trading, Bloomberg, Low Latency, Securities Lending, Investment Management, Financial Markets, Mutual Funds, Financial Risk, Corporate Actions, Valuation, Bonds, Operational Risk..., Performance Measurement, Equity Research, Operational Risk, Private Equity, Settlement, Open Source Integration
Education
North Carolina State University
BS, Mechanical Engineering
Queens College
MA, Computer Science
Southeastern University
BA, Information Systems Management
Donald McCabe Donald McCabe's Morgan Stanley Experience 1990 - 2000
Job Co CEO at Seneca Mortgage Management, LLC
Industry Financial Services
Experience
Seneca Mortgage Management, LLC September 2013 - Present
Arbor Commercial Mortgage February 2008 - September 2013
Nomura 2002 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2002
Morgan Stanley 1990 - 2000
Skills
Strategic Partnerships, Structured Finance, Real Estate Economics, Mortgage Lending, Loan Servicing, Investments, Residential Mortgages, Fixed Income, Asset Management, Residential Homes, Leadership, Loans, ABS, Loss Mitigation, Portfolio Management, Capital Markets, Mortgage Banking, Management, Sales, Banking, Risk Management, MBS, Underwriting, Financial Structuring, Loan Origination, Financial Analysis, Credit, Finance, FHA, Securitization, Valuation, Due Diligence, Real Estate, Negotiation, Mergers & Acquisitions, Operations Management, Securities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Management Training Program
Northeastern University 1980 — 1984
Bachelor's Degree, Economics and Business Administration
Seneca Mortgage Management, LLC September 2013 - Present
Arbor Commercial Mortgage February 2008 - September 2013
Nomura 2002 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2002
Morgan Stanley 1990 - 2000
Skills
Strategic Partnerships, Structured Finance, Real Estate Economics, Mortgage Lending, Loan Servicing, Investments, Residential Mortgages, Fixed Income, Asset Management, Residential Homes, Leadership, Loans, ABS, Loss Mitigation, Portfolio Management, Capital Markets, Mortgage Banking, Management, Sales, Banking, Risk Management, MBS, Underwriting, Financial Structuring, Loan Origination, Financial Analysis, Credit, Finance, FHA, Securitization, Valuation, Due Diligence, Real Estate, Negotiation, Mergers & Acquisitions, Operations Management, Securities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Management Training Program
Northeastern University 1980 — 1984
Bachelor's Degree, Economics and Business Administration
Jerome Pottinger Jerome Pottinger's Morgan Stanley Experience June 2005 - August 2005
Job District leader financial planner at Primerica Financial Services
Industry Computer & Network Security
Experience
Primerica Financial Services September 2010 - Present
Clarence Fraim Boys and Girls Club June 2010 - August 2010
North Carolina Central University October 2009 - May 2010
Bank of America June 2008 - August 2008
Bank of America May 2007 - August 2007
Morgan Stanley June 2005 - August 2005
Education
North Carolina Central University 2006 — 2008
Primerica Financial Services September 2010 - Present
Clarence Fraim Boys and Girls Club June 2010 - August 2010
North Carolina Central University October 2009 - May 2010
Bank of America June 2008 - August 2008
Bank of America May 2007 - August 2007
Morgan Stanley June 2005 - August 2005
Education
North Carolina Central University 2006 — 2008
Rob Sheerr's Morgan Stanley Experience January 2008 - June 2008
Job Vice President of Operations at Keystone Technology Management
Industry Information Technology and Services
Experience
Federal Reserve Bank of Philadelphia June 2012 - August 2012
Goizueta Business School July 2011 - December 2011
Cole, Scott, & Kissane, P.A. May 2011 - July 2011
Federal Reserve Bank of Boston July 2009 - December 2009
Morgan Stanley January 2008 - June 2008
Harvard University January 2007 - June 2007
Keystone Memory Group May 2005 - August 2005
Skills
Transactional Law, Banking Law, Financial Regulation, Finance, Corporate Law, Federal Reserve, Prime Brokerage, Microsoft Word, Microsoft Excel, Hedge Funds, Legal Research, Management
Education
Emory University School of Law 2010 — 2013
Juris Doctor, Transactional Law Certificate, Graduated with Honors
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Finance and Entrepreneurship; Minor in Macroeconomics, Graduated with Honors
Federal Reserve Bank of Philadelphia June 2012 - August 2012
Goizueta Business School July 2011 - December 2011
Cole, Scott, & Kissane, P.A. May 2011 - July 2011
Federal Reserve Bank of Boston July 2009 - December 2009
Morgan Stanley January 2008 - June 2008
Harvard University January 2007 - June 2007
Keystone Memory Group May 2005 - August 2005
Skills
Transactional Law, Banking Law, Financial Regulation, Finance, Corporate Law, Federal Reserve, Prime Brokerage, Microsoft Word, Microsoft Excel, Hedge Funds, Legal Research, Management
Education
Emory University School of Law 2010 — 2013
Juris Doctor, Transactional Law Certificate, Graduated with Honors
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Finance and Entrepreneurship; Minor in Macroeconomics, Graduated with Honors
Daniel Haddad Daniel Haddad's Morgan Stanley Experience May 2005 - January 2006
Job Risk Analyst at Shell Oil Company
Industry Investment Management
Experience
Shell Oil Company June 2009 - Present
Telemus Capital Partners, LLC June 2007 - June 2009
UBS Financial Services March 2006 - June 2007
Morgan Stanley May 2005 - January 2006
Merrill Lynch May 2005 - August 2005
Telerent Telehealth Services May 2003 - August 2003
Education
Rice University 2004 — 2006
Mathematical Economic Analysis
North Carolina State University 2002 — 2003
Industrial Engineering
Broughton High School
French School of Kuwait
Grand Lyçée Franco Libanais
Investment Banking Institute
Shell Oil Company June 2009 - Present
Telemus Capital Partners, LLC June 2007 - June 2009
UBS Financial Services March 2006 - June 2007
Morgan Stanley May 2005 - January 2006
Merrill Lynch May 2005 - August 2005
Telerent Telehealth Services May 2003 - August 2003
Education
Rice University 2004 — 2006
Mathematical Economic Analysis
North Carolina State University 2002 — 2003
Industrial Engineering
Broughton High School
French School of Kuwait
Grand Lyçée Franco Libanais
Investment Banking Institute
Lawrence Ridgway, CFA Lawrence Ridgway, CFA's Morgan Stanley Experience July 2010 - May 2012
Job SVP Business Development, Citizens Business Capital | Providing Corporate & Commercial Asset Based Lending Solutions
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2014 - Present
US Bank May 2012 - June 2014
Morgan Stanley July 2010 - May 2012
GE Capital 2000 - 2009
GE Capital 1998 - 2000
GE Capital 1996 - 1998
Skills
Private Banking, Middle Market, Leveraged Finance, Origination, Structuring, Underwriting, Contract Negotiation, Syndications, Portfolio Management, Troubled Debt..., Business Process..., Credit Risk, Debt Restructuring, Financial Structuring, Loan Origination, Asset Based Lending, Capital Markets, Banking, Financial Analysis, Structured Finance, Finance, Credit, Investments, Commercial Lending, Financial Risk
Education
CFA Institute
CFA, Chartered Financial Analyst
Northeastern University
BBA, Finance
Citizens Financial Group, Inc. June 2014 - Present
US Bank May 2012 - June 2014
Morgan Stanley July 2010 - May 2012
GE Capital 2000 - 2009
GE Capital 1998 - 2000
GE Capital 1996 - 1998
Skills
Private Banking, Middle Market, Leveraged Finance, Origination, Structuring, Underwriting, Contract Negotiation, Syndications, Portfolio Management, Troubled Debt..., Business Process..., Credit Risk, Debt Restructuring, Financial Structuring, Loan Origination, Asset Based Lending, Capital Markets, Banking, Financial Analysis, Structured Finance, Finance, Credit, Investments, Commercial Lending, Financial Risk
Education
CFA Institute
CFA, Chartered Financial Analyst
Northeastern University
BBA, Finance
Mitzi Madrid Diaz Mitzi Madrid Diaz's Morgan Stanley Experience July 2015 - Present
Job Global Capital Markets Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - June 2015
Emerging Asia Capital Partners January 2014 - August 2014
Cisco Systems May 2013 - July 2013
UBS Wealth Management July 2012 - December 2012
Northeastern University January 2012 - April 2012
Skills
Microsoft Excel, PowerPoint, Foreign Languages, Scenario Analysis, Financial Modeling, Web Design, Public Speaking, Financial Analysis, Business Process..., Market Research, Salesforce.com, Access Database, CSS, CSS Javascript, Expression Web, HTML, Visio, Gap Analysis, Value Propositions, Analysis, Economics, Bloomberg, Data Analysis, Leadership, Cross-functional..., Strategic Planning, Microsoft Office, Access, Microsoft Word
Education
Northeastern University 2010 — 2015
BS International Business
Peking University 2013 — 2013
International Business
London School of Economics and Political Science 2013 — 2013
Economics, Public Finance; Environmental Economics & Sustainable Development
University of Wollongong 2011 — 2011
Arabic
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - June 2015
Emerging Asia Capital Partners January 2014 - August 2014
Cisco Systems May 2013 - July 2013
UBS Wealth Management July 2012 - December 2012
Northeastern University January 2012 - April 2012
Skills
Microsoft Excel, PowerPoint, Foreign Languages, Scenario Analysis, Financial Modeling, Web Design, Public Speaking, Financial Analysis, Business Process..., Market Research, Salesforce.com, Access Database, CSS, CSS Javascript, Expression Web, HTML, Visio, Gap Analysis, Value Propositions, Analysis, Economics, Bloomberg, Data Analysis, Leadership, Cross-functional..., Strategic Planning, Microsoft Office, Access, Microsoft Word
Education
Northeastern University 2010 — 2015
BS International Business
Peking University 2013 — 2013
International Business
London School of Economics and Political Science 2013 — 2013
Economics, Public Finance; Environmental Economics & Sustainable Development
University of Wollongong 2011 — 2011
Arabic
Reginald Hill Reginald Hill's Morgan Stanley Experience 2007 - March 2015
Job Independent Distributor at Organo Gold
Industry Food & Beverages
Experience
Organo Gold November 2012 - Present
Morgan Stanley 2007 - March 2015
UBS 2003 - 2007
Ernst & Young 2000 - 2003
Skills
Internal Audit, Equities, Risk Management, Financial Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling
Education
Norfolk State University 1996 — 2000
BS, Accounting
Organo Gold November 2012 - Present
Morgan Stanley 2007 - March 2015
UBS 2003 - 2007
Ernst & Young 2000 - 2003
Skills
Internal Audit, Equities, Risk Management, Financial Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling
Education
Norfolk State University 1996 — 2000
BS, Accounting
Bryan Thompson's Morgan Stanley Experience March 2012 - January 2014
Job LevelUp
Industry Information Technology and Services
Experience
LevelUp February 2014 - Present
The Michael J. Fox Foundation for Parkinson's Research August 2012 - Present
Kimball Union Academy January 2012 - Present
Morgan Stanley March 2012 - January 2014
Lanco October 2010 - February 2012
Frontier Investment and Development Partners January 2009 - September 2010
Morgan Stanley January 2008 - July 2008
Skills
Strategic Partnerships, Investments, Private Equity, Management, Finance, Strategic Planning, Emerging Markets, Strategy, Financial Modeling, Analysis, Mutual Funds, Financial Risk, Structured Finance, Leadership, Banking, Project Finance
Education
Northeastern University 2005 — 2008
Bachelor of Science (BSc), Economics
Kimball Union Academy 2000 — 2004
LevelUp February 2014 - Present
The Michael J. Fox Foundation for Parkinson's Research August 2012 - Present
Kimball Union Academy January 2012 - Present
Morgan Stanley March 2012 - January 2014
Lanco October 2010 - February 2012
Frontier Investment and Development Partners January 2009 - September 2010
Morgan Stanley January 2008 - July 2008
Skills
Strategic Partnerships, Investments, Private Equity, Management, Finance, Strategic Planning, Emerging Markets, Strategy, Financial Modeling, Analysis, Mutual Funds, Financial Risk, Structured Finance, Leadership, Banking, Project Finance
Education
Northeastern University 2005 — 2008
Bachelor of Science (BSc), Economics
Kimball Union Academy 2000 — 2004
Erika Christoff Erika Christoff's Morgan Stanley Experience July 2015 - Present
Job Equity Derivatives Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Skills
Financial Analysis, Investment Banking, Equities, Capital Markets, Executive Search, Recruiting, Finance, Banking, Financial Services, Financial Modeling, Fixed Income, Human Resources, Applicant Tracking..., Leadership, Business Analysis
Education
North Carolina State University 1998 — 2002
Morgan Stanley July 2015 - Present
Skills
Financial Analysis, Investment Banking, Equities, Capital Markets, Executive Search, Recruiting, Finance, Banking, Financial Services, Financial Modeling, Fixed Income, Human Resources, Applicant Tracking..., Leadership, Business Analysis
Education
North Carolina State University 1998 — 2002
Mary Reppert Mary Reppert's Morgan Stanley Experience June 2013 - Present
Job Receptionist at Morgan Stanley
Industry E-Learning
Experience
Morgan Stanley June 2013 - Present
For Kids Sake 2012 - 2012
Chesterbrook Academy August 2009 - July 2011
Lel Petite Cherubs 2011 - 2011
Skills
E-Learning, Teaching, Microsoft Office, Public Speaking, Research, Customer Service, HTML, Training, Microsoft Excel, Editing, Curriculum Development
Education
Northampton Community College 2012 — 2013
Certification, Early Childhood Education and Teaching
Nazareth High School 1979 — 1982
High School Diploma, Buisness
Morgan Stanley June 2013 - Present
For Kids Sake 2012 - 2012
Chesterbrook Academy August 2009 - July 2011
Lel Petite Cherubs 2011 - 2011
Skills
E-Learning, Teaching, Microsoft Office, Public Speaking, Research, Customer Service, HTML, Training, Microsoft Excel, Editing, Curriculum Development
Education
Northampton Community College 2012 — 2013
Certification, Early Childhood Education and Teaching
Nazareth High School 1979 — 1982
High School Diploma, Buisness
Dane Fenner's Morgan Stanley Experience April 2015 - Present
Job Senior IT Business Analyst/ Project Manager
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
The Guardian Life Insurance Company of America December 2011 - January 2015
J.P. Morgan June 2009 - June 2011
JPMorgan Chase May 2008 - June 2011
JP Morgan Chase May 2008 - August 2008
Skills
Visio, Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Budgets, Databases, Team Building, SharePoint, Customer Service, Negotiation, Management, ITIL, Insurance, Access, Data Analysis, Information Technology, Leadership, Microsoft Excel, Microsoft Office, Networking, Oracle, Program Management
Education
North Carolina A&T State University 2005 — 2009
Bachelor of Science, Computer Electronics
North Carolina A&T State University 2005 — 2009
Bachelor of Science, Information Technology
Morgan Stanley April 2015 - Present
The Guardian Life Insurance Company of America December 2011 - January 2015
J.P. Morgan June 2009 - June 2011
JPMorgan Chase May 2008 - June 2011
JP Morgan Chase May 2008 - August 2008
Skills
Visio, Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Budgets, Databases, Team Building, SharePoint, Customer Service, Negotiation, Management, ITIL, Insurance, Access, Data Analysis, Information Technology, Leadership, Microsoft Excel, Microsoft Office, Networking, Oracle, Program Management
Education
North Carolina A&T State University 2005 — 2009
Bachelor of Science, Computer Electronics
North Carolina A&T State University 2005 — 2009
Bachelor of Science, Information Technology
Katelyn Pembroke Katelyn Pembroke's Morgan Stanley Experience January 2007 - June 2007
Job Vice President at Harvest Capital Credit
Industry Investment Management
Experience
Harvest Capital Credit April 2015 - Present
Harvest Capital Credit August 2013 - April 2015
Hancock Capital Management March 2012 - August 2013
Hancock Capital Management July 2009 - March 2012
Scotia Capital January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Procter & Gamble January 2006 - June 2006
Education
Northeastern University 2004 — 2009
BSBA, Finance, Accounting, Marketing
Harvest Capital Credit April 2015 - Present
Harvest Capital Credit August 2013 - April 2015
Hancock Capital Management March 2012 - August 2013
Hancock Capital Management July 2009 - March 2012
Scotia Capital January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Procter & Gamble January 2006 - June 2006
Education
Northeastern University 2004 — 2009
BSBA, Finance, Accounting, Marketing
Rodrigues Thompson Rodrigues Thompson's Morgan Stanley Experience
Job Systems Software Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
SQL, Powershell, Perl, C++, Java, C#, Linux, Unix, Integration, SDLC, VBScript, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, .NET, Shell Scripting, Software Development, Software Engineering, Web Services, Unix Shell Scripting, Operating Systems, Scrum, Visual Basic, Distributed Systems, XML, Software Project..., System Architecture, Testing, Python, SOA, Oracle
Education
North Carolina A&T State University 1994 — 2000
MS, Computer Science
Morgan Stanley
Skills
SQL, Powershell, Perl, C++, Java, C#, Linux, Unix, Integration, SDLC, VBScript, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, .NET, Shell Scripting, Software Development, Software Engineering, Web Services, Unix Shell Scripting, Operating Systems, Scrum, Visual Basic, Distributed Systems, XML, Software Project..., System Architecture, Testing, Python, SOA, Oracle
Education
North Carolina A&T State University 1994 — 2000
MS, Computer Science
Holly Reid Holly Reid's Morgan Stanley Experience September 2001 - July 2003
Job Manager of Financial Analysis at Turner Broadcasting, Inc
Industry Broadcast Media
Experience
Turner Broadcasting System June 2014 - Present
Time Warner Inc. May 2010 - June 2014
Time Warner Inc. May 2010 - August 2012
Turner Broadcasting, Inc. July 2003 - May 2010
Morgan Stanley September 2001 - July 2003
Deloitte August 1997 - August 2001
Skills
Finance
Education
North Carolina Agricultural and Technical State University 1993 — 1997
BS
Turner Broadcasting System June 2014 - Present
Time Warner Inc. May 2010 - June 2014
Time Warner Inc. May 2010 - August 2012
Turner Broadcasting, Inc. July 2003 - May 2010
Morgan Stanley September 2001 - July 2003
Deloitte August 1997 - August 2001
Skills
Finance
Education
North Carolina Agricultural and Technical State University 1993 — 1997
BS
David Ivanovich David Ivanovich's Morgan Stanley Experience January 1992 - May 2008
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2008 - Present
UBS Wealth Management May 2008 - Present
Morgan Stanley January 1992 - May 2008
Education
Nichols College 1984 — 1988
BS General Business, Economics
Regents College London England 1986 — 1986
Saint Joseph High School 1981 — 1984
UBS Wealth Management May 2008 - Present
UBS Wealth Management May 2008 - Present
Morgan Stanley January 1992 - May 2008
Education
Nichols College 1984 — 1988
BS General Business, Economics
Regents College London England 1986 — 1986
Saint Joseph High School 1981 — 1984
David C. Cairone Jr. David C. Cairone Jr.'s Morgan Stanley Experience April 2003 - February 2008
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2008 - Present
Morgan Stanley April 2003 - February 2008
Education
Northeastern University 1998 — 2003
BSBA
UBS February 2008 - Present
Morgan Stanley April 2003 - February 2008
Education
Northeastern University 1998 — 2003
BSBA
John A. Butcofski's Morgan Stanley Experience January 1994 - February 2005
Job Independent Wealth Advisor at AvantGarde Advisors
Industry Financial Services
Experience
Avant-Garde Advisors August 2015 - Present
Wells Fargo Advisors February 2005 - Present
Morgan Stanley January 1994 - February 2005
Skills
Investments, Alternative Investments, Asset Allocation, Equities, Mutual Funds, Fixed Income, Real Estate Economics, Financial Advisory, Financial Services, Capital Markets, Finance, Securities, Investment Management, Hedge Funds, Derivatives, Financial Markets, Portfolio Management
Education
Northeastern University 1982 — 1987
BSEE
Avant-Garde Advisors August 2015 - Present
Wells Fargo Advisors February 2005 - Present
Morgan Stanley January 1994 - February 2005
Skills
Investments, Alternative Investments, Asset Allocation, Equities, Mutual Funds, Fixed Income, Real Estate Economics, Financial Advisory, Financial Services, Capital Markets, Finance, Securities, Investment Management, Hedge Funds, Derivatives, Financial Markets, Portfolio Management
Education
Northeastern University 1982 — 1987
BSEE
Adam Fishman's Morgan Stanley Experience January 2013 - June 2013
Job Business Analyst at LogicManager, Inc.
Industry Computer Software
Experience
LogicManager, Inc. June 2014 - Present
Morgan Stanley January 2013 - June 2013
GE Aviation January 2012 - June 2012
Boston Beer Company January 2011 - June 2011
Skills
Research, Data Analysis, Public Speaking, SaaS, Enterprise Risk..., Microsoft Excel, PowerPoint, Project Management, GRC, Training
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Cum Laude, Finance, Marketing, and Social Entrepreneurship
LogicManager, Inc. June 2014 - Present
Morgan Stanley January 2013 - June 2013
GE Aviation January 2012 - June 2012
Boston Beer Company January 2011 - June 2011
Skills
Research, Data Analysis, Public Speaking, SaaS, Enterprise Risk..., Microsoft Excel, PowerPoint, Project Management, GRC, Training
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Cum Laude, Finance, Marketing, and Social Entrepreneurship
Alexander Ogunsanya Alexander Ogunsanya's Morgan Stanley Experience August 2015 - Present
Job Northeastern University
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Into The Digital Blue LLC May 2014 - Present
TapWalk January 2013 - July 2013
By Appointment Only, Inc. July 2011 - December 2011
Skills
Market Research, Customer Relations, Multi Media Advertising, Microsoft Acess, Final Cut Pro, Customer Service, Lead Generation, Sales Management, Excel, Financial Accounting, Business Statistics, Chinese, Macroeconomics, Microsoft Excel, Strategic Partnerships, Business Development, B2B, Sales Operations, Sales
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Marketing
Saint John's College High School 2005 — 2009
Hiigh School Diploma
Morgan Stanley August 2015 - Present
Into The Digital Blue LLC May 2014 - Present
TapWalk January 2013 - July 2013
By Appointment Only, Inc. July 2011 - December 2011
Skills
Market Research, Customer Relations, Multi Media Advertising, Microsoft Acess, Final Cut Pro, Customer Service, Lead Generation, Sales Management, Excel, Financial Accounting, Business Statistics, Chinese, Macroeconomics, Microsoft Excel, Strategic Partnerships, Business Development, B2B, Sales Operations, Sales
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Marketing
Saint John's College High School 2005 — 2009
Hiigh School Diploma
Lauren Ivester Lauren Ivester's Morgan Stanley Experience July 2005 - July 2015
Job Director of Financial Due Diligence, The Bowman Law Firm, LLC
Industry Financial Services
Experience
The Bowman Law Firm, LLC August 2015 - Present
Morgan Stanley July 2005 - July 2015
Skills
Equities, Sales, Fixed Income, Financial Analysis, Finance, Business Development, Microsoft Office, Investments, Relationship Management, Client Services, Series 7, Series 66, Series 31, Insurance, High Stress Environment, Asset Allocation, Alternative Investments, Performance Reporting
Education
North Carolina State University 2001 — 2005
B.S. Business Management - Finance, College of Management
North Carolina State University 2001 — 2005
Business Management concentration in Finance, Business Management - Finance
The Bowman Law Firm, LLC August 2015 - Present
Morgan Stanley July 2005 - July 2015
Skills
Equities, Sales, Fixed Income, Financial Analysis, Finance, Business Development, Microsoft Office, Investments, Relationship Management, Client Services, Series 7, Series 66, Series 31, Insurance, High Stress Environment, Asset Allocation, Alternative Investments, Performance Reporting
Education
North Carolina State University 2001 — 2005
B.S. Business Management - Finance, College of Management
North Carolina State University 2001 — 2005
Business Management concentration in Finance, Business Management - Finance
Paul Pratto, CFP® Paul Pratto, CFP®'s Morgan Stanley Experience March 2007 - March 2011
Job Financial Consultant at Pratto Wealth Management, LLC
Industry Financial Services
Experience
Pratto Wealth Management, LLC March 2011 - Present
Morgan Stanley March 2007 - March 2011
Prudential Securities- Wachovia Securities March 1999 - March 2007
Merrill Lynch May 1993 - March 1999
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Portfolio Management, Finance, Small Business, Securities, Wealth, Financial Services, Wealth Management, Pensions, 401k, Mutual Funds, Series 7, Series 63
Education
The American College 2010 — 2011
CFP Certification Curriculum
North Carolina State University - College of Management 1989 — 1993
Bachelor Of Arts, Business Management
Pratto Wealth Management, LLC March 2011 - Present
Morgan Stanley March 2007 - March 2011
Prudential Securities- Wachovia Securities March 1999 - March 2007
Merrill Lynch May 1993 - March 1999
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Portfolio Management, Finance, Small Business, Securities, Wealth, Financial Services, Wealth Management, Pensions, 401k, Mutual Funds, Series 7, Series 63
Education
The American College 2010 — 2011
CFP Certification Curriculum
North Carolina State University - College of Management 1989 — 1993
Bachelor Of Arts, Business Management
Tyler Sheehan Tyler Sheehan's Morgan Stanley Experience January 2012 - August 2015
Job Assistant Cross Country and Assistant Track & Field Coach
Industry Sports
Experience
Anderson University (SC) September 2015 - Present
Morgan Stanley January 2012 - August 2015
St. Charles East High School January 2011 - August 2015
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Coaching, Staff Development, Social Media
Education
North Central College 2006 — 2010
Bachelor of Arts (BA), Sport Management
Anderson University (SC) September 2015 - Present
Morgan Stanley January 2012 - August 2015
St. Charles East High School January 2011 - August 2015
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Coaching, Staff Development, Social Media
Education
North Central College 2006 — 2010
Bachelor of Arts (BA), Sport Management
Joshua Bruner Joshua Bruner's Morgan Stanley Experience May 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Triumvirate Environmental January 2013 - 2015
GlaxoSmithKline May 2009 - August 2009
Hanes Industries May 2007 - August 2007
Skills
Lifesciences, Business Development, HPLC, Organic Chemistry, Chromatography, Program Management, Management, Project Management, Pharmaceutical Industry, Business Strategy, Contract Negotiation, Sustainability, Microsoft Office, Organic Synthesis, NMR, UV/Vis, MS Office Suite, Salesforce.com, Life Sciences, Research, Strategic Planning, Biotechnology, Environmental Compliance, Leadership, CRM, Sales, New Business Development, Market Research
Education
Vanderbilt University 2010 — 2012
M.S., Chemistry
North Carolina State University 2005 — 2009
Bachelor of Science, Polymer & Color Chemistry
North Carolina State Unviersity 2005 — 2009
Bachelor of Science, Chemistry
Morgan Stanley May 2015 - Present
Triumvirate Environmental January 2013 - 2015
GlaxoSmithKline May 2009 - August 2009
Hanes Industries May 2007 - August 2007
Skills
Lifesciences, Business Development, HPLC, Organic Chemistry, Chromatography, Program Management, Management, Project Management, Pharmaceutical Industry, Business Strategy, Contract Negotiation, Sustainability, Microsoft Office, Organic Synthesis, NMR, UV/Vis, MS Office Suite, Salesforce.com, Life Sciences, Research, Strategic Planning, Biotechnology, Environmental Compliance, Leadership, CRM, Sales, New Business Development, Market Research
Education
Vanderbilt University 2010 — 2012
M.S., Chemistry
North Carolina State University 2005 — 2009
Bachelor of Science, Polymer & Color Chemistry
North Carolina State Unviersity 2005 — 2009
Bachelor of Science, Chemistry
Miguel Mariano Freyre Miguel Mariano Freyre's Morgan Stanley Experience November 2006 - January 2009
Job MBA
Industry Capital Markets
Experience
Santander Private Banking International May 2015 - Present
Merco America June 2013 - March 2015
Bencorp Casa de Bolsa, C.A April 2009 - April 2013
Morgan Stanley November 2006 - January 2009
Morgan Stanley December 2005 - November 2006
Merrill Lynch May 2004 - September 2004
Skills
Capital Markets, Portfolio Management, Asset Managment, Investments, Project Finance, Financial Services, Commodity, Financial Structuring, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Corporate Finance, Equities, Fixed Income, Business Strategy, Management
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance
North Carolina State University 2001 — 2005
Bachelor in Science, Business and Management, Economics
Colegio San Ignacio 1988 — 2001
Santander Private Banking International May 2015 - Present
Merco America June 2013 - March 2015
Bencorp Casa de Bolsa, C.A April 2009 - April 2013
Morgan Stanley November 2006 - January 2009
Morgan Stanley December 2005 - November 2006
Merrill Lynch May 2004 - September 2004
Skills
Capital Markets, Portfolio Management, Asset Managment, Investments, Project Finance, Financial Services, Commodity, Financial Structuring, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Corporate Finance, Equities, Fixed Income, Business Strategy, Management
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance
North Carolina State University 2001 — 2005
Bachelor in Science, Business and Management, Economics
Colegio San Ignacio 1988 — 2001
William F. Glennon, MBA's Morgan Stanley Experience January 2009 - May 2009
Job FX, Markets at Brown Brothers Harriman
Industry Capital Markets
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
State Street August 2011 - May 2014
J.P. Morgan July 2009 - August 2011
Morgan Stanley January 2009 - May 2009
Skills
Bloomberg, Financial Modeling, Equities, Valuation, Portfolio Management, Finance, Investments, Fixed Income, Financial Analysis, Bloomberg Terminal, Equity Research, Hedge Funds, Alternative Investments, Analysis, Financial Services, Trading
Education
Northeastern University 2011 — 2014
Master of Business Administration (M.B.A.), Investments, Corporate Finance
St. John's University 2005 — 2009
Bachelor of Science (B.S.), Finance
Boston College High School 2001 — 2005
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
State Street August 2011 - May 2014
J.P. Morgan July 2009 - August 2011
Morgan Stanley January 2009 - May 2009
Skills
Bloomberg, Financial Modeling, Equities, Valuation, Portfolio Management, Finance, Investments, Fixed Income, Financial Analysis, Bloomberg Terminal, Equity Research, Hedge Funds, Alternative Investments, Analysis, Financial Services, Trading
Education
Northeastern University 2011 — 2014
Master of Business Administration (M.B.A.), Investments, Corporate Finance
St. John's University 2005 — 2009
Bachelor of Science (B.S.), Finance
Boston College High School 2001 — 2005
Mark Appleby, CFP® Mark Appleby, CFP®'s Morgan Stanley Experience October 2005 - December 2006
Job Vice President, Investment Counselor at BB&T Investment Services, Inc.
Industry Investment Management
Experience
BB&T January 2010 - Present
First Citizens Bank and Trust January 2007 - January 2010
Morgan Stanley October 2005 - December 2006
Capital Investment Companies April 2002 - October 2005
Skills
Investments, Estate Planning, Insurance, Retirement, Financial Services, Wealth Management
Education
The American College 2010 — 2011
Certified Financial Planner Certification
North Carolina State University 1997 — 2001
BB&T January 2010 - Present
First Citizens Bank and Trust January 2007 - January 2010
Morgan Stanley October 2005 - December 2006
Capital Investment Companies April 2002 - October 2005
Skills
Investments, Estate Planning, Insurance, Retirement, Financial Services, Wealth Management
Education
The American College 2010 — 2011
Certified Financial Planner Certification
North Carolina State University 1997 — 2001
Earl D. Thomas's Morgan Stanley Experience February 2007 - August 2007
Job Business Analyst | AGILE | UAT | Project Management | Web Designer | PMP Candidate
Industry Information Technology and Services
Experience
Robert Half Technology October 2014 - Present
The Servant House June 2012 - August 2014
Robert Half Technology February 2014 - March 2014
JPMorgan Chase June 2011 - December 2013
TIAA-CREF September 2007 - June 2011
Metropolitan Black Chamber of Commerce March 2008 - October 2009
Morgan Stanley February 2007 - August 2007
TD Ameritrade August 2004 - March 2007
TAC Worldwide August 2004 - March 2005
Skills
Business Requirements, Quality Assurance, User Acceptance Testing, Web Design, Project Management, Banking, Business Analysis, Requirements Gathering, Visio, Public Speaking, Meeting Facilitation, SDLC, UAT coordination, Hewlett Packard Quality..., Microsoft Word, SQL, Microsoft Excel, Microsoft Visio, Adobe Dreamweaver, Adobe Photoshop, Microsoft Access, MSP, Business Analysis..., Business Relationships, Project Documentation, Financial Analysis, Multi-Level..., Problem Solving, Web Content Management, Online Marketing, Business Networking, Software Documentation, Business Process, Process Improvement, Test Planning, Workshop Facilitation, Documentations
Education
D and L Training 2014 — 2014
PMP Certification
Nicholls State University 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
Nicholls State University 1996 — 2000
Associate of Science (A.S.), Business Administration
Robert Half Technology October 2014 - Present
The Servant House June 2012 - August 2014
Robert Half Technology February 2014 - March 2014
JPMorgan Chase June 2011 - December 2013
TIAA-CREF September 2007 - June 2011
Metropolitan Black Chamber of Commerce March 2008 - October 2009
Morgan Stanley February 2007 - August 2007
TD Ameritrade August 2004 - March 2007
TAC Worldwide August 2004 - March 2005
Skills
Business Requirements, Quality Assurance, User Acceptance Testing, Web Design, Project Management, Banking, Business Analysis, Requirements Gathering, Visio, Public Speaking, Meeting Facilitation, SDLC, UAT coordination, Hewlett Packard Quality..., Microsoft Word, SQL, Microsoft Excel, Microsoft Visio, Adobe Dreamweaver, Adobe Photoshop, Microsoft Access, MSP, Business Analysis..., Business Relationships, Project Documentation, Financial Analysis, Multi-Level..., Problem Solving, Web Content Management, Online Marketing, Business Networking, Software Documentation, Business Process, Process Improvement, Test Planning, Workshop Facilitation, Documentations
Education
D and L Training 2014 — 2014
PMP Certification
Nicholls State University 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
Nicholls State University 1996 — 2000
Associate of Science (A.S.), Business Administration
Franklin Johnson BS/MPA's Morgan Stanley Experience December 2014 - February 2015
Job at
Industry Medical Devices
Experience
Becton Dickinson March 2015 - Present
Morgan Stanley December 2014 - February 2015
TransEnterix, Inc. February 2009 - November 2014
Duke University Oncology Department January 2005 - November 2008
Skills
Medical Devices, Machining, Quality System, Sterilization, Microsoft Office, SOP development, ISO, Statistics, Design Control, Surgical Instruments, Microsoft Excel, Customer Service, Validation, Sop, CAPA, Quality Control, FDA, PowerPoint, Public Speaking, Team Building, Leadership
Education
North Carolina Central University 2012 — 2014
Master's degree, EMPA
North Carolina Central University 2012 — 2013
Master's degree
North Carolina Central University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections, 3.3
Becton Dickinson March 2015 - Present
Morgan Stanley December 2014 - February 2015
TransEnterix, Inc. February 2009 - November 2014
Duke University Oncology Department January 2005 - November 2008
Skills
Medical Devices, Machining, Quality System, Sterilization, Microsoft Office, SOP development, ISO, Statistics, Design Control, Surgical Instruments, Microsoft Excel, Customer Service, Validation, Sop, CAPA, Quality Control, FDA, PowerPoint, Public Speaking, Team Building, Leadership
Education
North Carolina Central University 2012 — 2014
Master's degree, EMPA
North Carolina Central University 2012 — 2013
Master's degree
North Carolina Central University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections, 3.3
Rajat Shah's Morgan Stanley Experience August 2014 - July 2015
Job Computer Science Graduate Student at NC State University
Industry Computer Software
Experience
Morgan Stanley August 2014 - July 2015
Goldman Sachs May 2013 - June 2013
Indian Institute of Technology, Bombay May 2012 - June 2012
Skills
C++, C, Data Structures, Java, JavaScript, MySQL, Programming, Algorithms, PHP, Python, HTML, Shell Scripting, CSS, SQL, Core Java, Perl, Linux, Computer Science, Databases, CSS3, Machine Learning, PL/SQL, Web Development
Education
North Carolina State University 2015 — 2017
Master’s Degree, Computer Science
Visvesvaraya National Institute of Technology 2010 — 2014
Bachelor of Technology (B.Tech.), Computer Science and Engineering, 8.11/10
St. Paul Hr. Sec. School 2008 — 2010
Higher Secondary Certificate(H.S.C.), 86.2%
St. Pius Hr. Sec. School 1995 — 2008
Senior Secondary Certificate(S.S.C.), 90.2%
Morgan Stanley August 2014 - July 2015
Goldman Sachs May 2013 - June 2013
Indian Institute of Technology, Bombay May 2012 - June 2012
Skills
C++, C, Data Structures, Java, JavaScript, MySQL, Programming, Algorithms, PHP, Python, HTML, Shell Scripting, CSS, SQL, Core Java, Perl, Linux, Computer Science, Databases, CSS3, Machine Learning, PL/SQL, Web Development
Education
North Carolina State University 2015 — 2017
Master’s Degree, Computer Science
Visvesvaraya National Institute of Technology 2010 — 2014
Bachelor of Technology (B.Tech.), Computer Science and Engineering, 8.11/10
St. Paul Hr. Sec. School 2008 — 2010
Higher Secondary Certificate(H.S.C.), 86.2%
St. Pius Hr. Sec. School 1995 — 2008
Senior Secondary Certificate(S.S.C.), 90.2%
Andrea Spizzirri Andrea Spizzirri's Morgan Stanley Experience January 2012 - February 2015
Job Tax Manager at EY
Industry Financial Services
Experience
EY February 2015 - Present
Morgan Stanley January 2012 - February 2015
Morgan Stanley October 2007 - December 2011
Crowe Horwath LLP January 2004 - September 2007
Skills
Tax, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Auditing, US GAAP, Financial Accounting, Tax Accounting, Income Tax, GAAP
Education
North Central College 2000 — 2003
Bachelor of Arts (B.A.), Accounting and Spanish
EY February 2015 - Present
Morgan Stanley January 2012 - February 2015
Morgan Stanley October 2007 - December 2011
Crowe Horwath LLP January 2004 - September 2007
Skills
Tax, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Auditing, US GAAP, Financial Accounting, Tax Accounting, Income Tax, GAAP
Education
North Central College 2000 — 2003
Bachelor of Arts (B.A.), Accounting and Spanish
Todd A. Witt, CFP®'s Morgan Stanley Experience 1998 - 2002
Job Senior Wealth Strategist at Valor Private Capital, LLC
Industry Investment Management
Experience
Valor Private Capital, LLC 2014 - Present
Aspire Private Capital, LLC 2010 - 2014
Aspire Wealth Management 2005 - 2014
First Horizon Wealth 2004 - 2005
Key Private Bank 2002 - 2004
Morgan Stanley 1998 - 2002
United States Marine Corps 1988 - 1994
Skills
High Net Worth..., Financial Planning, Investment Advisory, Estate Planning, Financial Markets, Investment Strategies, Capital Markets, Fiduciary Management, Alternative Investments, Family Office, Investments, Wealth Management, Asset Allocation, Asset Management
Education
University of South Carolina-Columbia
Bachelor of Science (BS)
North Carolina State University
CFP® Certification Education Program
Valor Private Capital, LLC 2014 - Present
Aspire Private Capital, LLC 2010 - 2014
Aspire Wealth Management 2005 - 2014
First Horizon Wealth 2004 - 2005
Key Private Bank 2002 - 2004
Morgan Stanley 1998 - 2002
United States Marine Corps 1988 - 1994
Skills
High Net Worth..., Financial Planning, Investment Advisory, Estate Planning, Financial Markets, Investment Strategies, Capital Markets, Fiduciary Management, Alternative Investments, Family Office, Investments, Wealth Management, Asset Allocation, Asset Management
Education
University of South Carolina-Columbia
Bachelor of Science (BS)
North Carolina State University
CFP® Certification Education Program
Adam Duerr Adam Duerr's Morgan Stanley Experience June 2005 - May 2006
Job Associate General Counsel at UnitedHealth Group
Industry Law Practice
Experience
UnitedHealth Group March 2015 - Present
Fredrikson & Byron, P.A. September 2014 - February 2015
Alzheimer's Association Colorado Chapter January 2012 - September 2014
Brownstein Hyatt Farber Schreck, LLP October 2011 - September 2014
Brownstein Hyatt Farber Schreck, LLP June 2010 - August 2010
United States Securities & Exchange Commission January 2010 - May 2010
Colorado Supreme Court (Justice Nancy Rice) June 2009 - August 2009
Denver District Court (Judge Anne Mansfield) May 2009 - August 2009
Kirkland & Ellis LLP June 2006 - July 2008
Morgan Stanley June 2005 - May 2006
Skills
Commercial Litigation, Litigation, Legal Writing, Legal Research, Corporate Law, Mergers, Acquistions, Due Diligence, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 2008 — 2011
Juris Doctor
North Central College 2001 — 2005
B.A., Political Science
UnitedHealth Group March 2015 - Present
Fredrikson & Byron, P.A. September 2014 - February 2015
Alzheimer's Association Colorado Chapter January 2012 - September 2014
Brownstein Hyatt Farber Schreck, LLP October 2011 - September 2014
Brownstein Hyatt Farber Schreck, LLP June 2010 - August 2010
United States Securities & Exchange Commission January 2010 - May 2010
Colorado Supreme Court (Justice Nancy Rice) June 2009 - August 2009
Denver District Court (Judge Anne Mansfield) May 2009 - August 2009
Kirkland & Ellis LLP June 2006 - July 2008
Morgan Stanley June 2005 - May 2006
Skills
Commercial Litigation, Litigation, Legal Writing, Legal Research, Corporate Law, Mergers, Acquistions, Due Diligence, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 2008 — 2011
Juris Doctor
North Central College 2001 — 2005
B.A., Political Science
Brian Sanderson's Morgan Stanley Experience June 2013 - Present
Job Leveraged Finance Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Northeastern University January 2012 - April 2013
Morgan Stanley June 2012 - August 2012
Piper Jaffray June 2011 - December 2011
JP Morgan Chase July 2010 - December 2010
PASMRO September 2003 - September 2009
Starbucks July 2007 - August 2008
Rimrock Capital Management LLC May 2008 - June 2008
University of California, Irvine June 2007 - September 2007
Safeway November 2006 - July 2007
Skills
Bloomberg, Financial Modeling, Microsoft Excel, Finance, DCF Valuation
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.) with Honors, Finance & Economics
St. Margaret's Episcopal School of Scotland 2001 — 2008
Morgan Stanley June 2013 - Present
Northeastern University January 2012 - April 2013
Morgan Stanley June 2012 - August 2012
Piper Jaffray June 2011 - December 2011
JP Morgan Chase July 2010 - December 2010
PASMRO September 2003 - September 2009
Starbucks July 2007 - August 2008
Rimrock Capital Management LLC May 2008 - June 2008
University of California, Irvine June 2007 - September 2007
Safeway November 2006 - July 2007
Skills
Bloomberg, Financial Modeling, Microsoft Excel, Finance, DCF Valuation
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.) with Honors, Finance & Economics
St. Margaret's Episcopal School of Scotland 2001 — 2008
Michael Gantt Michael Gantt's Morgan Stanley Experience October 1999 - May 2003
Job Branch Manager First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
FSC Securities May 2003 - April 2009
Morgan Stanley October 1999 - May 2003
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Mutual Funds
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA) in Business Management, Finance, General
Wells Fargo Advisors April 2009 - Present
FSC Securities May 2003 - April 2009
Morgan Stanley October 1999 - May 2003
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Mutual Funds
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA) in Business Management, Finance, General
Paul Snyder Paul Snyder's Morgan Stanley Experience March 1998 - May 1999
Job Portfolio Manager at McGladrey Wealth Mgmt
Industry Investment Management
Experience
McGladrey February 2015 - Present
MB Financial Bank October 2010 - January 2015
BMO Harris Private Banking 2005 - October 2010
Harris Investment Services May 1999 - December 2004
Morgan Stanley March 1998 - May 1999
Skills
Access, Asset Allocation, Asset Management, Finance, Investment Advisory, Investments, Portfolio Management, Private Banking, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Investment Management, Wealth Management...
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
MBA, Finance
North Carolina State University - College of Management 1995 — 1998
BS, Business Management
McGladrey February 2015 - Present
MB Financial Bank October 2010 - January 2015
BMO Harris Private Banking 2005 - October 2010
Harris Investment Services May 1999 - December 2004
Morgan Stanley March 1998 - May 1999
Skills
Access, Asset Allocation, Asset Management, Finance, Investment Advisory, Investments, Portfolio Management, Private Banking, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Investment Management, Wealth Management...
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
MBA, Finance
North Carolina State University - College of Management 1995 — 1998
BS, Business Management
Maria A Vlahos Maria A Vlahos's Morgan Stanley Experience September 2012 - Present
Job CSA at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2012 - Present
American Chartered Bank October 1998 - May 2012
Cole Taylor Bank May 1997 - October 1998
Associated Bank / Gladstone Norwood September 1980 - May 1997
Skills
Customer Service, Coaching, Training, interviewing, hiring,..., Leadership, Banking, CRM, Retail
Education
Northeastern Illinois University
BA in Education
Morgan Stanley September 2012 - Present
American Chartered Bank October 1998 - May 2012
Cole Taylor Bank May 1997 - October 1998
Associated Bank / Gladstone Norwood September 1980 - May 1997
Skills
Customer Service, Coaching, Training, interviewing, hiring,..., Leadership, Banking, CRM, Retail
Education
Northeastern Illinois University
BA in Education
Bill Peyton's Morgan Stanley Experience January 2008 - July 2011
Job Vice President PIA Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Morgan Stanley January 2008 - July 2011
Morgan Stanley September 2002 - January 2008
NDB 1998 - 2000
Skills
Separately Managed..., Overlay Trading and..., Unified Managed Acounts, Manager On-Boarding, Business Relationship..., Client Service, Capital Markets, Trading, Advisory, Rep as PM Trainer, Mutual Funds, Exchange Traded Funds, Fixed Income Trading, Fixed Income Products, Program Management, Program Development, Sales Support, Series 7, Securities, Portfolio Management, Investment Advisory, Customer Relations, Managed Accounts, Fixed Income, Series 63, Alternative Investments, Wealth Management, Equities, Investments, Options, Bloomberg, Asset Allocation, Bonds, Asset Management, Risk Management, Investment Strategies, Series 24, Trading Systems, Product Development, Excel, Retirement, FINRA, SMA
Education
Niagara University 1989 — 1994
Bachelor of Arts, Sociology
Merrill Lynch August 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Morgan Stanley January 2008 - July 2011
Morgan Stanley September 2002 - January 2008
NDB 1998 - 2000
Skills
Separately Managed..., Overlay Trading and..., Unified Managed Acounts, Manager On-Boarding, Business Relationship..., Client Service, Capital Markets, Trading, Advisory, Rep as PM Trainer, Mutual Funds, Exchange Traded Funds, Fixed Income Trading, Fixed Income Products, Program Management, Program Development, Sales Support, Series 7, Securities, Portfolio Management, Investment Advisory, Customer Relations, Managed Accounts, Fixed Income, Series 63, Alternative Investments, Wealth Management, Equities, Investments, Options, Bloomberg, Asset Allocation, Bonds, Asset Management, Risk Management, Investment Strategies, Series 24, Trading Systems, Product Development, Excel, Retirement, FINRA, SMA
Education
Niagara University 1989 — 1994
Bachelor of Arts, Sociology
Roger Roberg's Morgan Stanley Experience August 2004 - August 2005
Job Educator and Administrator
Industry Education Management
Experience
The Lowcountry Council of Governments/Workforce Development May 2014 - Present
South University July 2014 - Present
Technical College of the Lowcountry June 2004 - Present
Beaufort County School District August 2005 - May 2014
Columbia College January 2003 - December 2007
Morgan Stanley August 2004 - August 2005
Edward Jones March 2003 - August 2004
United States Marine Corps March 1984 - March 2004
Skills
Mentoring, Teaching, PowerPoint, Excel, Microsoft Office, Microsoft Excel, Higher Education, Nonprofits, Leadership Development, Program Development, Community Outreach, Research, Fundraising, Data Analysis, Training, Public Speaking, Event Planning, Staff Development
Education
Northcentral University 2009 — 2015
PhD Candidate, Business Administration/Specialization in Financial Management
Webster University 1998 — 2002
Master of Business Administration (MBA)
Webster University 1998 — 2002
Master of Arts (M.A.), Computer Resources and Information Management
University of New York , Regents College 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Glenbrook South High School
The Lowcountry Council of Governments/Workforce Development May 2014 - Present
South University July 2014 - Present
Technical College of the Lowcountry June 2004 - Present
Beaufort County School District August 2005 - May 2014
Columbia College January 2003 - December 2007
Morgan Stanley August 2004 - August 2005
Edward Jones March 2003 - August 2004
United States Marine Corps March 1984 - March 2004
Skills
Mentoring, Teaching, PowerPoint, Excel, Microsoft Office, Microsoft Excel, Higher Education, Nonprofits, Leadership Development, Program Development, Community Outreach, Research, Fundraising, Data Analysis, Training, Public Speaking, Event Planning, Staff Development
Education
Northcentral University 2009 — 2015
PhD Candidate, Business Administration/Specialization in Financial Management
Webster University 1998 — 2002
Master of Business Administration (MBA)
Webster University 1998 — 2002
Master of Arts (M.A.), Computer Resources and Information Management
University of New York , Regents College 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Glenbrook South High School
Heather Roberts Heather Roberts's Morgan Stanley Experience December 2003 - July 2007
Job Human Resources Professional
Industry Entertainment
Experience
Creative Artists Agency August 2011 - February 2015
HUGE Inc. February 2011 - August 2011
National Basketball Association July 2007 - February 2011
Morgan Stanley December 2003 - July 2007
Morgan Stanley January 2000 - November 2003
Education
North Carolina State University
Creative Artists Agency August 2011 - February 2015
HUGE Inc. February 2011 - August 2011
National Basketball Association July 2007 - February 2011
Morgan Stanley December 2003 - July 2007
Morgan Stanley January 2000 - November 2003
Education
North Carolina State University
Lawler Rogers Lawler Rogers's Morgan Stanley Experience December 2000 - November 2002
Job Account Development Manager at Deltex Medical
Industry Medical Devices
Experience
Deltex Medical October 2014 - Present
ArjoHuntleigh December 2012 - Present
Warner Chilcott December 2002 - November 2012
Warner Chilcott June 2005 - October 2006
Warner Chilcott December 2002 - May 2005
Morgan Stanley December 2000 - November 2002
Skills
Pharmaceutical Sales, Salesforce Training, District Sales..., Strategic Financial..., Asset Managment, Gynecology, Dermatology, Urology, Primary Care, OB/GYN, Sales Effectiveness, Forecasting, Hospital Sales, Disposables, Medical Sales, Sales Force Development, Capital Equipment, Asset Management, Sales, Sales Operations, Medical Devices, Pharmaceutical Industry, Product Launch, Leadership
Education
North Carolina Central University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance
North Carolina Central University
Bachelor's degree in Finance, Finance, General
Deltex Medical October 2014 - Present
ArjoHuntleigh December 2012 - Present
Warner Chilcott December 2002 - November 2012
Warner Chilcott June 2005 - October 2006
Warner Chilcott December 2002 - May 2005
Morgan Stanley December 2000 - November 2002
Skills
Pharmaceutical Sales, Salesforce Training, District Sales..., Strategic Financial..., Asset Managment, Gynecology, Dermatology, Urology, Primary Care, OB/GYN, Sales Effectiveness, Forecasting, Hospital Sales, Disposables, Medical Sales, Sales Force Development, Capital Equipment, Asset Management, Sales, Sales Operations, Medical Devices, Pharmaceutical Industry, Product Launch, Leadership
Education
North Carolina Central University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance
North Carolina Central University
Bachelor's degree in Finance, Finance, General
Vasant Tendulkar's Morgan Stanley Experience 2015 - 2015
Job Graduate Research Assistant at North Carolina State University
Industry Computer & Network Security
Experience
North Carolina State University January 2012 - Present
Morgan Stanley 2015 - 2015
Skills
Python, Java, HTML, Android Development, JavaScript, LaTeX, Linux, C++, SQL, Unix Shell Scripting, Android, Operating Systems, Algorithms, Software Development, Eclipse
Education
North Carolina State University 2011 — 2016
Doctor of Philosophy (PhD), Computer Science
North Carolina State University 2011 — 2013
Master of Science (M.S.), Computer Science
St. Francis Institute of Technology, University of Mumbai 2007 — 2011
Bachelor of Engineering (BE), Computer Engineering, Distinction
North Carolina State University January 2012 - Present
Morgan Stanley 2015 - 2015
Skills
Python, Java, HTML, Android Development, JavaScript, LaTeX, Linux, C++, SQL, Unix Shell Scripting, Android, Operating Systems, Algorithms, Software Development, Eclipse
Education
North Carolina State University 2011 — 2016
Doctor of Philosophy (PhD), Computer Science
North Carolina State University 2011 — 2013
Master of Science (M.S.), Computer Science
St. Francis Institute of Technology, University of Mumbai 2007 — 2011
Bachelor of Engineering (BE), Computer Engineering, Distinction
Curtis Hobdy Curtis Hobdy's Morgan Stanley Experience May 2012 - Present
Job VP Operation compliance at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Morgan Stanley May 2012 - Present
Bank of America Merrill Lynch March 2000 - May 2012
Bank of America Merrill Lynch March 2000 - May 2012
Banc of America Securities April 2000 - February 2010
Bear Stearns January 1995 - April 2000
American Express Publishing January 1990 - March 1995
Skills
Capital Markets, Series 7, Equities, Six Sigma
Education
Norfolk State University 1986 — 1989
BS, Business Management
University of Phoenix 1984 — 1986
Associate of Science (A.S.), Hotel & Restaurant Management, 3.0
Mark Slawter's Morgan Stanley Experience January 2008 - February 2009
Job General Manager at Maple Chase Golf and Country Club
Industry Recreational Facilities and Services
Experience
Maple Chase Golf and Country Club October 2013 - Present
Straight Shot to College Golf February 2009 - Present
Morgan Stanley January 2008 - February 2009
St. Lawrence Homes January 2005 - December 2007
Heritage Golf Club August 2002 - January 2005
SelfEmployed December 1996 - May 2002
Skills
Social Networking, Golf, Club, Recruiting, New Business Development, Leadership, Sales Management, Strategic Planning, Coaching, Sports, Time Management, Tournaments, Sales, Event Planning, Sports Management, Real Estate, Sports Marketing, Event Management, Management, Selling, Golf Instruction, Golf Courses, Sponsorship, Sports Coaching, Social Media Marketing, Athletics, Marketing, Online Marketing, Professional Sports, Email Marketing, Small Business, Residential Homes, Cold Calling, Customer Service, Contract Negotiation, Single Family Homes, Marketing Strategy, Public Speaking, Social Media, Golf Course Management, Fundraising, Sponsorship Sales
Education
North Carolina State University 1992 — 1996
Bachelor of arts, communications
Maple Chase Golf and Country Club October 2013 - Present
Straight Shot to College Golf February 2009 - Present
Morgan Stanley January 2008 - February 2009
St. Lawrence Homes January 2005 - December 2007
Heritage Golf Club August 2002 - January 2005
SelfEmployed December 1996 - May 2002
Skills
Social Networking, Golf, Club, Recruiting, New Business Development, Leadership, Sales Management, Strategic Planning, Coaching, Sports, Time Management, Tournaments, Sales, Event Planning, Sports Management, Real Estate, Sports Marketing, Event Management, Management, Selling, Golf Instruction, Golf Courses, Sponsorship, Sports Coaching, Social Media Marketing, Athletics, Marketing, Online Marketing, Professional Sports, Email Marketing, Small Business, Residential Homes, Cold Calling, Customer Service, Contract Negotiation, Single Family Homes, Marketing Strategy, Public Speaking, Social Media, Golf Course Management, Fundraising, Sponsorship Sales
Education
North Carolina State University 1992 — 1996
Bachelor of arts, communications
Matthew Kleiman's Morgan Stanley Experience July 2011 - March 2013
Job Software Engineer
Industry Computer Software
Experience
Park Slope Food Coop December 2013 - August 2015
Addicaid January 2013 - December 2013
WebThriftStore July 2013 - October 2013
Morgan Stanley July 2011 - March 2013
FactSet Research Systems September 2009 - July 2011
US Army April 2008 - September 2009
Logan Hardware September 2006 - March 2008
District of Columbia Public Schools (DCPS) November 2006 - April 2007
Lockheed Martin Corporation July 2005 - December 2005
Intel January 2004 - June 2004
Skills
Software Engineering, Software Development, C#, Perl, Java, Databases, Unix, Microsoft SQL Server, C++, Visual Studio, AJAX, Web Applications, MongoDB, System Architecture, SQL, Oracle, HTML 5, PL/SQL, ASP.NET, VB.NET, WPF, Web Services, MySQL, .NET, AngularJS, JavaScript, Google Maps, CSS, Algorithms, Google App Engine, Node.js, Grunt, PHP, WordPress
Education
Northeastern University 2001 — 2006
Bachelor of Science, Computer Engineering, Magna Cum Laude
Park Slope Food Coop December 2013 - August 2015
Addicaid January 2013 - December 2013
WebThriftStore July 2013 - October 2013
Morgan Stanley July 2011 - March 2013
FactSet Research Systems September 2009 - July 2011
US Army April 2008 - September 2009
Logan Hardware September 2006 - March 2008
District of Columbia Public Schools (DCPS) November 2006 - April 2007
Lockheed Martin Corporation July 2005 - December 2005
Intel January 2004 - June 2004
Skills
Software Engineering, Software Development, C#, Perl, Java, Databases, Unix, Microsoft SQL Server, C++, Visual Studio, AJAX, Web Applications, MongoDB, System Architecture, SQL, Oracle, HTML 5, PL/SQL, ASP.NET, VB.NET, WPF, Web Services, MySQL, .NET, AngularJS, JavaScript, Google Maps, CSS, Algorithms, Google App Engine, Node.js, Grunt, PHP, WordPress
Education
Northeastern University 2001 — 2006
Bachelor of Science, Computer Engineering, Magna Cum Laude
Rachel Maisto's Morgan Stanley Experience 2007 - 2008
Job Associate Director at Cognizant Technology Solutions
Industry Human Resources
Experience
Cognizant Technology Solutions 2014 - Present
Cognizant Technology Solutions 2013 - 2014
Cognizant Technology Solutions 2011 - 2013
Barclays Capital February 2010 - February 2011
HM Insurance Group 2008 - 2009
Morgan Stanley 2007 - 2008
N.E.W. 2005 - 2007
Skills
Leadership, Strategy, Training, Talent Management, Human Resources, Organizational..., Strategic Planning, Management, E-Learning, Process Improvement, CRM, Project Management, Project Planning, Training Delivery, Coaching, Program Management, Vendor Management, Instructional Design, Sales
Education
Northeastern University 2009 — 2010
MEd, Adult and Organizational Learning
University of Pittsburgh 1994 — 1998
BS, Psychology
Blackhawk High
Diploma
Cognizant Technology Solutions 2014 - Present
Cognizant Technology Solutions 2013 - 2014
Cognizant Technology Solutions 2011 - 2013
Barclays Capital February 2010 - February 2011
HM Insurance Group 2008 - 2009
Morgan Stanley 2007 - 2008
N.E.W. 2005 - 2007
Skills
Leadership, Strategy, Training, Talent Management, Human Resources, Organizational..., Strategic Planning, Management, E-Learning, Process Improvement, CRM, Project Management, Project Planning, Training Delivery, Coaching, Program Management, Vendor Management, Instructional Design, Sales
Education
Northeastern University 2009 — 2010
MEd, Adult and Organizational Learning
University of Pittsburgh 1994 — 1998
BS, Psychology
Blackhawk High
Diploma
William Bissett's Morgan Stanley Experience January 2004 - December 2004
Job CERTIFIED FINANCIAL PLANNER (TM) ~ Wealth Management ~ Small Business 401k~ Retirement Planning ~ Investment Management
Industry Financial Services
Experience
Secrest Blakey & Associates May 2015 - Present
Principled Heart August 2013 - Present
Pinnacle Advisory Group November 2006 - April 2015
Financial Planning Association November 2012 - November 2013
Financial Planning Association of Maryland January 2012 - November 2012
Financial Planning Association of Maryland January 2011 - December 2011
Pinnacle Advisory Group January 2005 - September 2006
Morgan Stanley January 2004 - December 2004
AXA Advisors January 2003 - February 2004
Skills
Certified Financial..., Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management..., Roth Conversions, Asset Management, Lean Startup, Digital Assets, Estate Administration, Insurance Planning, 401k, 401k Rollovers
Education
North Carolina State University 1997 — 2002
B.A., Economics
Arendell Parrott Academy
The American College
Secrest Blakey & Associates May 2015 - Present
Principled Heart August 2013 - Present
Pinnacle Advisory Group November 2006 - April 2015
Financial Planning Association November 2012 - November 2013
Financial Planning Association of Maryland January 2012 - November 2012
Financial Planning Association of Maryland January 2011 - December 2011
Pinnacle Advisory Group January 2005 - September 2006
Morgan Stanley January 2004 - December 2004
AXA Advisors January 2003 - February 2004
Skills
Certified Financial..., Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management..., Roth Conversions, Asset Management, Lean Startup, Digital Assets, Estate Administration, Insurance Planning, 401k, 401k Rollovers
Education
North Carolina State University 1997 — 2002
B.A., Economics
Arendell Parrott Academy
The American College
Mel Demetrius Young's Morgan Stanley Experience 2002 - 2006
Job Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing LLC Project Manager / Business AnalystPershing, LLC, Bank of New York Mellon2006 - Present
Bank of New York Mellon - Pershing, LLC 2006 - Present
Morgan Stanley 2002 - 2006
Prudential Securities 2000 - 2002
Merrill Lynch 1992 - 2000
Skills
Program Management, Business Requirements, Requirements Analysis, Management, Project Delivery, Analysis, Business Analysis, Equities, Financial Services, Fixed Income, PMO, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, SDLC, Securities, Series 7, Trading Systems, Vendor Management
Education
Norfolk State University 1987 — 1989
Girard College 1979 — 1987
Pershing LLC Project Manager / Business AnalystPershing, LLC, Bank of New York Mellon2006 - Present
Bank of New York Mellon - Pershing, LLC 2006 - Present
Morgan Stanley 2002 - 2006
Prudential Securities 2000 - 2002
Merrill Lynch 1992 - 2000
Skills
Program Management, Business Requirements, Requirements Analysis, Management, Project Delivery, Analysis, Business Analysis, Equities, Financial Services, Fixed Income, PMO, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, SDLC, Securities, Series 7, Trading Systems, Vendor Management
Education
Norfolk State University 1987 — 1989
Girard College 1979 — 1987
Josh Haynes's Morgan Stanley Experience 2004 - 2005
Job Vice President Sales at Avatar Associates
Industry Financial Services
Experience
Avatar Associates September 2008 - Present
Institute for Wealth Management February 2006 - August 2008
I.M. Financial February 2005 - February 2006
Morgan Stanley 2004 - 2005
Education
North Carolina State University 1996 — 2001
Avatar Associates September 2008 - Present
Institute for Wealth Management February 2006 - August 2008
I.M. Financial February 2005 - February 2006
Morgan Stanley 2004 - 2005
Education
North Carolina State University 1996 — 2001
Henry Kwiecinski's Morgan Stanley Experience January 2000 - June 2004
Job President & Chief Compliance Officer at Bishop & Associates, Inc.
Industry Investment Management
Experience
Bishop & Associates, Inc. June 2004 - Present
Morgan Stanley January 2000 - June 2004
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA), Marketing, Advertising
UNCG
UNCG
Bishop & Associates, Inc. June 2004 - Present
Morgan Stanley January 2000 - June 2004
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA), Marketing, Advertising
UNCG
UNCG
Cinque Brathwaite's Morgan Stanley Experience 2010 - 2012
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Manetsys May 2006 - Present
Morgan Stanley 2010 - 2012
Intrepid Sea, Air & Space Museum March 2009 - May 2009
Education
University of Central Missouri 1991 — 1993
m.s
North Carolina Agricultural and Technical State University 1987 — 1990
Manetsys May 2006 - Present
Morgan Stanley 2010 - 2012
Intrepid Sea, Air & Space Museum March 2009 - May 2009
Education
University of Central Missouri 1991 — 1993
m.s
North Carolina Agricultural and Technical State University 1987 — 1990
Analia Alonso's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Campus Recruiting at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley January 2013 - August 2014
Morgan Stanley July 2010 - January 2013
Citi 2006 - July 2010
Bose Corporation 2004 - 2006
The Weekly Dig 2003 - 2004
Praecis Pharmaceuticals 2002 - 2004
Skills
Talent Management, Recruiting, Human Resources, Management, Strategic Planning, Performance Management, Targeted Selection..., Organizational..., Leadership Development, Employee Relations, Employee Engagement, Campus Recruiting, Program Development, Change Management, Strategy, Relationship Management, Training, Content Development
Education
New School University 2009 — 2013
Master of Science (MS), Organizational Change Management
Northeastern University 2000 — 2004
BA, Communication Studies
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley January 2013 - August 2014
Morgan Stanley July 2010 - January 2013
Citi 2006 - July 2010
Bose Corporation 2004 - 2006
The Weekly Dig 2003 - 2004
Praecis Pharmaceuticals 2002 - 2004
Skills
Talent Management, Recruiting, Human Resources, Management, Strategic Planning, Performance Management, Targeted Selection..., Organizational..., Leadership Development, Employee Relations, Employee Engagement, Campus Recruiting, Program Development, Change Management, Strategy, Relationship Management, Training, Content Development
Education
New School University 2009 — 2013
Master of Science (MS), Organizational Change Management
Northeastern University 2000 — 2004
BA, Communication Studies
Devin Boyd's Morgan Stanley Experience March 2004 - June 2005
Job 24Hour Operator at Mercuria
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan January 2014 - September 2014
J.P. Morgan May 2013 - January 2014
J.P. Morgan May 2012 - April 2013
J.P. Morgan June 2008 - May 2012
Bear Stearns (Bear Energy) November 2007 - June 2008
Williams Energy December 2006 - November 2007
Williams Energy June 2005 - December 2006
Morgan Stanley March 2004 - June 2005
Williams Energy March 2002 - March 2004
Skills
Commodity Markets, Risk Management, Hedging, Commodity, Trading, Structured Products, Valuation, Energy Markets, Energy, Proprietary Trading, Power Trading, RT, Project Finance, Finance, Energy Industry, Electricity Markets, Power Generation, Product Control, Swaps, Commodity Risk..., Derivatives, Financial Modeling, Natural Gas, Financial Analysis, Analysis, Forecasting, Real-Time, Physical Power, Asset Management, Market Risk
Education
University of Houston
M.S. Finance, Energy
Northeastern State University
M.Ed., Counseling Psychology
University of Tulsa
B.A., History
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan January 2014 - September 2014
J.P. Morgan May 2013 - January 2014
J.P. Morgan May 2012 - April 2013
J.P. Morgan June 2008 - May 2012
Bear Stearns (Bear Energy) November 2007 - June 2008
Williams Energy December 2006 - November 2007
Williams Energy June 2005 - December 2006
Morgan Stanley March 2004 - June 2005
Williams Energy March 2002 - March 2004
Skills
Commodity Markets, Risk Management, Hedging, Commodity, Trading, Structured Products, Valuation, Energy Markets, Energy, Proprietary Trading, Power Trading, RT, Project Finance, Finance, Energy Industry, Electricity Markets, Power Generation, Product Control, Swaps, Commodity Risk..., Derivatives, Financial Modeling, Natural Gas, Financial Analysis, Analysis, Forecasting, Real-Time, Physical Power, Asset Management, Market Risk
Education
University of Houston
M.S. Finance, Energy
Northeastern State University
M.Ed., Counseling Psychology
University of Tulsa
B.A., History
Bernadette Toland-Lavery's Morgan Stanley Experience October 2000 - June 2007
Job Executive assistant at Nomura
Industry Investment Banking
Experience
Capital Group January 2014 - Present
Nomura February 2010 - October 2012
SUN Group October 2007 - February 2010
Morgan Stanley October 2000 - June 2007
Skills
Microsoft Excel, Investment Banking, PowerPoint, Spreadsheets, Business Strategy, Customer Service, Negotiation, Recruiting, Financial Modeling, Team Leadership, Social Media, Financial Analysis, Editing, Risk Management, Economics
Education
CUNY Staten Island 1996 — 1998
Niagara University 1994 — 1996
Bishop Kearney 1989 — 1993
Capital Group January 2014 - Present
Nomura February 2010 - October 2012
SUN Group October 2007 - February 2010
Morgan Stanley October 2000 - June 2007
Skills
Microsoft Excel, Investment Banking, PowerPoint, Spreadsheets, Business Strategy, Customer Service, Negotiation, Recruiting, Financial Modeling, Team Leadership, Social Media, Financial Analysis, Editing, Risk Management, Economics
Education
CUNY Staten Island 1996 — 1998
Niagara University 1994 — 1996
Bishop Kearney 1989 — 1993
Michael Mroz's Morgan Stanley Experience August 1986 - October 1998
Job Regional Director@ JLL
Industry Real Estate
Experience
JLL February 2001 - Present
Microsoft (vendor - JLL) 2001 - 2008
The Staubach Company January 1999 - February 2001
Morgan Stanley August 1986 - October 1998
Morgan Stanley January 1995 - January 1997
SPACE MANAGEMENT PROGRAMS INC January 1993 - January 1994
EPSTEIN/ISI, Chicago January 1992 - January 1993
Morgan Stanley January 1986 - January 1992
Morgan Stanley January 1986 - January 1992
CRS, (formerly EPR) January 1980 - January 1986
Skills
Facilities Management, Real Estate, Project Management, Project Planning, Due Diligence, Negotiation, Budgets, Management, Marketing, Leadership, Finance, Microsoft Office, Program Management, Business Development, Contract Management, Construction, CRM, Contract Negotiation, Strategy, Corporate Real Estate, Outsourcing, Business Strategy, Real Estate Development, Start-ups, Property Management, MS Project, Microsoft Project
Education
Architectural Association - London, UK 1975 — 1976
Grad School Diploma, Study of Architecture
North Dakota State University 1971 — 1975
BS Architecture, Architecture
St. Martha School 1959 — 1967
JLL February 2001 - Present
Microsoft (vendor - JLL) 2001 - 2008
The Staubach Company January 1999 - February 2001
Morgan Stanley August 1986 - October 1998
Morgan Stanley January 1995 - January 1997
SPACE MANAGEMENT PROGRAMS INC January 1993 - January 1994
EPSTEIN/ISI, Chicago January 1992 - January 1993
Morgan Stanley January 1986 - January 1992
Morgan Stanley January 1986 - January 1992
CRS, (formerly EPR) January 1980 - January 1986
Skills
Facilities Management, Real Estate, Project Management, Project Planning, Due Diligence, Negotiation, Budgets, Management, Marketing, Leadership, Finance, Microsoft Office, Program Management, Business Development, Contract Management, Construction, CRM, Contract Negotiation, Strategy, Corporate Real Estate, Outsourcing, Business Strategy, Real Estate Development, Start-ups, Property Management, MS Project, Microsoft Project
Education
Architectural Association - London, UK 1975 — 1976
Grad School Diploma, Study of Architecture
North Dakota State University 1971 — 1975
BS Architecture, Architecture
St. Martha School 1959 — 1967
Chris Culbertson's Morgan Stanley Experience 2005 - 2007
Job Investment Director Verger Capital Management LLC
Industry Investment Management
Experience
Verger Capital Management LLC May 2014 - Present
Mattera Farming Company LLC May 2014 - Present
Davidson College January 2012 - April 2014
Alfred I. duPont Testamentary Trust October 2007 - December 2011
Morgan Stanley 2005 - 2007
Skills
Alternative Investments, Private Equity, Venture Capital, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Due Diligence, Asset Management, Emerging Markets, Investment Management, Valuation, Financial Modeling
Education
North Carolina State University
BA
Verger Capital Management LLC May 2014 - Present
Mattera Farming Company LLC May 2014 - Present
Davidson College January 2012 - April 2014
Alfred I. duPont Testamentary Trust October 2007 - December 2011
Morgan Stanley 2005 - 2007
Skills
Alternative Investments, Private Equity, Venture Capital, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Due Diligence, Asset Management, Emerging Markets, Investment Management, Valuation, Financial Modeling
Education
North Carolina State University
BA
Blake Hood's Morgan Stanley Experience October 1999 - January 2001
Job Regional Director, Principal Funds at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2010 - Present
Stadion Money Management May 2009 - January 2010
Transamerica Investments May 2007 - January 2009
Evergreen Investments February 2001 - May 2007
Morgan Stanley October 1999 - January 2001
Education
North Carolina State University 1992 — 1996
BS, College of Management
Principal Financial Group January 2010 - Present
Stadion Money Management May 2009 - January 2010
Transamerica Investments May 2007 - January 2009
Evergreen Investments February 2001 - May 2007
Morgan Stanley October 1999 - January 2001
Education
North Carolina State University 1992 — 1996
BS, College of Management
Corey Schultz's Morgan Stanley Experience January 2000 - January 2002
Job Asset Manager and Renewable Trader at Integrys Energy Services
Industry Oil & Energy
Experience
Integrys Energy Services February 2010 - Present
Integrys Energy Services July 2004 - February 2010
BP September 2003 - July 2004
BP January 2002 - August 2003
Morgan Stanley January 2000 - January 2002
Education
North Central College 1993 — 1998
Biology
Integrys Energy Services February 2010 - Present
Integrys Energy Services July 2004 - February 2010
BP September 2003 - July 2004
BP January 2002 - August 2003
Morgan Stanley January 2000 - January 2002
Education
North Central College 1993 — 1998
Biology
Ruth Oshman's Morgan Stanley Experience July 1987 - February 2008
Job CoFounder/Partner/Owner at Handsome Hounds LLC
Industry Internet
Maud Chabanier's Morgan Stanley Experience September 2005 - September 2006
Job General Manager US at DAY USE
Industry Internet
Experience
dayuse.com 2014 - Present
Self Employed April 2012 - Present
PointSalon 2013 - June 2014
LeWeb December 2012 - December 2012
Yahoo! March 2010 - November 2012
Yahoo! June 2008 - February 2010
Yahoo! November 2007 - June 2008
Occam Networks November 2006 - November 2007
Morgan Stanley September 2005 - September 2006
Gillette January 2004 - June 2005
Skills
Cost Reduction..., Cost Planning, Financial Modeling, Essbase, Financial Analysis, Forecasting, Analytics, Operating Budgets, Department Budgeting, Budget Reconciliation, Team-oriented, Project Coordination, Project Finance, Project Planning, Team Management, Cost, Coaching, Project Management, Business Coaching, Finance, Analysis, Management, Start-ups, Marketing Strategy, Strategy
Education
Coach Academie 2012 — 2013
Business Executive Coach, Life Coach, Career Coach
Institut Repère 2012 — 2013
Programmation Neuro-Linguistique
CEFAM (French/American Business School- IGS group) 2004 — 2005
Master, Finance/International Business
CEFAM (French/American Business School- IGS group) 2001 — 2005
BSBA, Finance/ International Business
Northeastern University 2001 — 2005
BSBA, Finance/ International Business
dayuse.com 2014 - Present
Self Employed April 2012 - Present
PointSalon 2013 - June 2014
LeWeb December 2012 - December 2012
Yahoo! March 2010 - November 2012
Yahoo! June 2008 - February 2010
Yahoo! November 2007 - June 2008
Occam Networks November 2006 - November 2007
Morgan Stanley September 2005 - September 2006
Gillette January 2004 - June 2005
Skills
Cost Reduction..., Cost Planning, Financial Modeling, Essbase, Financial Analysis, Forecasting, Analytics, Operating Budgets, Department Budgeting, Budget Reconciliation, Team-oriented, Project Coordination, Project Finance, Project Planning, Team Management, Cost, Coaching, Project Management, Business Coaching, Finance, Analysis, Management, Start-ups, Marketing Strategy, Strategy
Education
Coach Academie 2012 — 2013
Business Executive Coach, Life Coach, Career Coach
Institut Repère 2012 — 2013
Programmation Neuro-Linguistique
CEFAM (French/American Business School- IGS group) 2004 — 2005
Master, Finance/International Business
CEFAM (French/American Business School- IGS group) 2001 — 2005
BSBA, Finance/ International Business
Northeastern University 2001 — 2005
BSBA, Finance/ International Business
Matthew Hazelton, CFA's Morgan Stanley Experience 2010 - 2011
Job Associate, High Yield Credit Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Prudential Investment Management February 2012 - August 2014
Morgan Stanley 2010 - 2011
UBS Investment Bank January 2008 - June 2008
Putnam Investments January 2007 - December 2007
Skills
Trading, Credit, Fixed Income, Capital Markets, Wealth Management, Bonds, Financial Modeling, Valuation, Financial Analysis, High Yield Bonds
Education
Northeastern University 2004 — 2009
BSBA, Finance, Management
RBC Capital Markets August 2014 - Present
Prudential Investment Management February 2012 - August 2014
Morgan Stanley 2010 - 2011
UBS Investment Bank January 2008 - June 2008
Putnam Investments January 2007 - December 2007
Skills
Trading, Credit, Fixed Income, Capital Markets, Wealth Management, Bonds, Financial Modeling, Valuation, Financial Analysis, High Yield Bonds
Education
Northeastern University 2004 — 2009
BSBA, Finance, Management
Katherine Scofield's Morgan Stanley Experience 2002 - 2008
Job Acupuncturist and Chinese Herbologist
Industry Health, Wellness and Fitness
Experience
Beth Israel Hospital February 2012 - Present
Private Practice September 2009 - Present
Morgan Stanley 2002 - 2008
Education
High School
New York College of Traditional Chinese Medicine
North Carolina State University
Beth Israel Hospital February 2012 - Present
Private Practice September 2009 - Present
Morgan Stanley 2002 - 2008
Education
High School
New York College of Traditional Chinese Medicine
North Carolina State University
Daphne Duvall's Morgan Stanley Experience December 2014 - Present
Job Patient Service Representative at Quantum Health
Industry Management Consulting
Experience
Morgan Stanley December 2014 - Present
Quantum Health October 2011 - October 2012
Insight Communications February 2010 - October 2011
GCCF October 2010 - September 2011
Kaplan University 2007 - 2011
Kaplan University 2007 - 2011
Clark Property Management April 2008 - July 2008
CJ Property Management December 2006 - November 2007
National City Bank September 2004 - August 2005
Compass Bank June 2003 - July 2004
Skills
Customer Service, Time Management, Call Centers, Retail, Telecommunications, Management, Sales Management, Project Management, Team Management, Business Strategy, Business Analysis, Business Process, Microsoft Office, Change Management, Human Resources, Human Capital
Education
Northcentral University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.92
Kaplan University School of Business 2011 — 2012
Bachelor’s Degree, Business Management, 3.84
Oxnard College 1992 — 1994
Business Management
Morgan Stanley December 2014 - Present
Quantum Health October 2011 - October 2012
Insight Communications February 2010 - October 2011
GCCF October 2010 - September 2011
Kaplan University 2007 - 2011
Kaplan University 2007 - 2011
Clark Property Management April 2008 - July 2008
CJ Property Management December 2006 - November 2007
National City Bank September 2004 - August 2005
Compass Bank June 2003 - July 2004
Skills
Customer Service, Time Management, Call Centers, Retail, Telecommunications, Management, Sales Management, Project Management, Team Management, Business Strategy, Business Analysis, Business Process, Microsoft Office, Change Management, Human Resources, Human Capital
Education
Northcentral University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.92
Kaplan University School of Business 2011 — 2012
Bachelor’s Degree, Business Management, 3.84
Oxnard College 1992 — 1994
Business Management
Scott Fortiano's Morgan Stanley Experience July 1995 - April 2003
Job Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management January 2010 - Present
National City Bank May 2003 - March 2010
Morgan Stanley July 1995 - April 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Retirement Planning, Wealth Management, Risk Management, Asset Management, Banking, Asset Allocation, Securities, Fixed Income, Series 7, Mutual Funds
Education
North Central College 1989 — 1993
Bachelor of Arts, Finance
Wintrust Wealth Management January 2010 - Present
National City Bank May 2003 - March 2010
Morgan Stanley July 1995 - April 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Retirement Planning, Wealth Management, Risk Management, Asset Management, Banking, Asset Allocation, Securities, Fixed Income, Series 7, Mutual Funds
Education
North Central College 1989 — 1993
Bachelor of Arts, Finance
Troy Hopper, CAMS's Morgan Stanley Experience September 2014 - Present
Job Americas: VP Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
JPMorgan Chase November 2012 - September 2014
Crowe Horwath LLP April 2011 - September 2012
KPMG LLP November 2007 - May 2011
The Bank of New York - Private Bank March 2006 - November 2007
JPMorganChase Bank - Private Bank April 2005 - March 2006
Skills
AML, KYC, Due Diligence, OFAC, Financial Risk, USA PATRIOT Act, Risk Assessment, Financial Services, Asset Managment, Financial Institutions, Analysis, Bank Secrecy Act, Risk Management, Fraud, Anti Money Laundering, Internal Audit, Accounting, Auditing, Corporate Governance, Finance, Financial Regulation, Internal Controls, Management, Sarbanes-Oxley Act, Securities, Asset Management
Education
City University of New York-Baruch College 2001 — 2003
B.B.A., Finance
Shanghai University 2000 — 2001
Non-Degree, International Business
North Carolina Agricultural and Technical State University 1994 — 1996
Accounting
Morgan Stanley September 2014 - Present
JPMorgan Chase November 2012 - September 2014
Crowe Horwath LLP April 2011 - September 2012
KPMG LLP November 2007 - May 2011
The Bank of New York - Private Bank March 2006 - November 2007
JPMorganChase Bank - Private Bank April 2005 - March 2006
Skills
AML, KYC, Due Diligence, OFAC, Financial Risk, USA PATRIOT Act, Risk Assessment, Financial Services, Asset Managment, Financial Institutions, Analysis, Bank Secrecy Act, Risk Management, Fraud, Anti Money Laundering, Internal Audit, Accounting, Auditing, Corporate Governance, Finance, Financial Regulation, Internal Controls, Management, Sarbanes-Oxley Act, Securities, Asset Management
Education
City University of New York-Baruch College 2001 — 2003
B.B.A., Finance
Shanghai University 2000 — 2001
Non-Degree, International Business
North Carolina Agricultural and Technical State University 1994 — 1996
Accounting
Latisha Ested's Morgan Stanley Experience July 2000 - December 2006
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
Lehman Brothers December 2006 - March 2008
Morgan Stanley July 2000 - December 2006
Education
Norfolk State University 1996 — 2000
BS, General Business / Finance
Barclays Capital January 2010 - Present
Lehman Brothers December 2006 - March 2008
Morgan Stanley July 2000 - December 2006
Education
Norfolk State University 1996 — 2000
BS, General Business / Finance
Raymond Evans, CFM's Morgan Stanley Experience November 2003 - December 2011
Job Highly Accomplished Sales Professional
Industry Financial Services
Experience
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
Dr. Jeffrey Snider's Morgan Stanley Experience February 1997 - March 2009
Job Professor: Finance/Criminal Justice
Industry Higher Education
Experience
Columbia College May 2006 - Present
Morgan Stanley February 1997 - March 2009
Skills
Investments, Higher Education, Leadership Development, E-Learning, Research, Leadership, Teaching, Program Management, Microsoft Office, Adult Education, Organizational..., Business Strategy, Public Relations
Education
Northcentral University
Doctor of Philosophy (Ph.D.), Business Administration
Columbia College May 2006 - Present
Morgan Stanley February 1997 - March 2009
Skills
Investments, Higher Education, Leadership Development, E-Learning, Research, Leadership, Teaching, Program Management, Microsoft Office, Adult Education, Organizational..., Business Strategy, Public Relations
Education
Northcentral University
Doctor of Philosophy (Ph.D.), Business Administration
Morgan Debnam's Morgan Stanley Experience January 2004 - May 2004
Job R.N. at Memorial Hermann Cancer Center
Industry Medical Practice
Experience
Memorial Hermann Health System September 2013 - Present
UPMC Presbyterian Shadyside October 2012 - June 2013
Bank of America July 2007 - January 2010
Raymond James Financial August 2006 - January 2007
Morgan Stanley January 2004 - May 2004
Skills
Training, Auditing, Finance, Healthcare, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Pittsburgh 2011 — 2012
B.S., Nursing
North Carolina State University 2002 — 2007
B.S., Business - Finance and Marketing; B.A., Multidisciplinary Studies - Latin America
Memorial Hermann Health System September 2013 - Present
UPMC Presbyterian Shadyside October 2012 - June 2013
Bank of America July 2007 - January 2010
Raymond James Financial August 2006 - January 2007
Morgan Stanley January 2004 - May 2004
Skills
Training, Auditing, Finance, Healthcare, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Pittsburgh 2011 — 2012
B.S., Nursing
North Carolina State University 2002 — 2007
B.S., Business - Finance and Marketing; B.A., Multidisciplinary Studies - Latin America
Ray Parker's Morgan Stanley Experience 2002 - 2004
Job RIA Wholesaler/Regional Director RIA Division
Industry Investment Management
Experience
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
Lilibeth Cruz's Morgan Stanley Experience June 2007 - March 2008
Job AVP / Sr. Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
Leafstone Staffing Services/UBS April 2012 - December 2012
Leafstone Staffing/UBS April 2011 - July 2011
Infinity Consulting Solutions/BNP Paribas May 2010 - December 2010
Leafstone Staffing/UBS July 2009 - October 2009
Morgan Stanley June 2007 - March 2008
Morgan Stanley November 1999 - March 2008
Prudential Securities Inc. August 1987 - November 1999
Skills
AML, FINRA, Leadership, Risk Management, Hedge Funds, Capital Markets
Education
Northampton Community College 2009 — 2010
Leafstone Staffing Services/UBS April 2012 - December 2012
Leafstone Staffing/UBS April 2011 - July 2011
Infinity Consulting Solutions/BNP Paribas May 2010 - December 2010
Leafstone Staffing/UBS July 2009 - October 2009
Morgan Stanley June 2007 - March 2008
Morgan Stanley November 1999 - March 2008
Prudential Securities Inc. August 1987 - November 1999
Skills
AML, FINRA, Leadership, Risk Management, Hedge Funds, Capital Markets
Education
Northampton Community College 2009 — 2010
Carol Blount's Morgan Stanley Experience 1978 - 2001
Job REGISTERED IRS TAX PRACTIONER
Industry Financial Services
Experience
SECURITY INVESTMENT January 1980 - Present
Dean Witter 1978 - 2002
Morgan Stanley Dean Witter 1978 - 2002
Morgan Stanley 1978 - 2001
Education
Jersey City
Norfolk State University
SECURITY INVESTMENT January 1980 - Present
Dean Witter 1978 - 2002
Morgan Stanley Dean Witter 1978 - 2002
Morgan Stanley 1978 - 2001
Education
Jersey City
Norfolk State University
Robert Raitano's Morgan Stanley Experience January 2014 - Present
Job Vice President, Production Services Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley 2008 - January 2014
Morgan Stanley July 2005 - 2008
Morgan Stanley November 2000 - July 2005
United States Navy November 1992 - August 2000
Skills
Integration, System Deployment, Enterprise Architecture, Linux, Risk Management, Unix, Infrastructure, Disaster Recovery
Education
North Carolina State University 1997 — 2000
Mechanical Engineering
Kaplan University
Computer Information Systems
Morgan Stanley January 2014 - Present
Morgan Stanley 2008 - January 2014
Morgan Stanley July 2005 - 2008
Morgan Stanley November 2000 - July 2005
United States Navy November 1992 - August 2000
Skills
Integration, System Deployment, Enterprise Architecture, Linux, Risk Management, Unix, Infrastructure, Disaster Recovery
Education
North Carolina State University 1997 — 2000
Mechanical Engineering
Kaplan University
Computer Information Systems
Darin Lenz's Morgan Stanley Experience 1996 - 1998
Job Territory Manager
Industry Medical Devices
Experience
Acelity 2006 - Present
Medline Industries September 2001 - February 2006
RightNow Technologies 1999 - 2001
Morgan Stanley 1996 - 1998
Skills
Healthcare, Disposables, Capital Equipment, Market Development, Product Launch, Medical Sales, Wound Care, Salesforce.com, Sales, Event Management, Medical Devices, Social Networking, Sales Operations, Hospitals, Social Media, New Business Development, Management, Coaching, Advertising, Sales Management, Sports Coaching, Wrestling, Sports, Sports Management, Event Based Marketing, Non-profit Leadership, Orthopedic, Home Care, Vascular, Sales Force Development, Surgical Instruments, OB/GYN, Orthopedics
Education
University of Idaho 1993 — 1996
BS, Finance
North Idaho College 1990 — 1993
AA, AS, General
Acelity 2006 - Present
Medline Industries September 2001 - February 2006
RightNow Technologies 1999 - 2001
Morgan Stanley 1996 - 1998
Skills
Healthcare, Disposables, Capital Equipment, Market Development, Product Launch, Medical Sales, Wound Care, Salesforce.com, Sales, Event Management, Medical Devices, Social Networking, Sales Operations, Hospitals, Social Media, New Business Development, Management, Coaching, Advertising, Sales Management, Sports Coaching, Wrestling, Sports, Sports Management, Event Based Marketing, Non-profit Leadership, Orthopedic, Home Care, Vascular, Sales Force Development, Surgical Instruments, OB/GYN, Orthopedics
Education
University of Idaho 1993 — 1996
BS, Finance
North Idaho College 1990 — 1993
AA, AS, General
Nitin Koka's Morgan Stanley Experience December 2004 - January 2006
Job Manager at Dixon Hughes Goodman LLP
Industry Information Technology and Services
Experience
Dixon Hughes Goodman LLP December 2014 - Present
KBA Technologies LLC May 2010 - Present
IBM October 2011 - November 2014
Kaiser Permanente May 2010 - September 2011
IBM January 2006 - May 2010
IBM January 2006 - May 2008
Morgan Stanley December 2004 - January 2006
Skills
PeopleSoft, PeopleSoft Financial, PeopleTools, PeopleCode, SQR, Oracle SQL, XMLP, Financials, Business Analysis, COBOL, Business Intelligence, Crystal Reports, Data Conversion, ERP, Human Resources, Leadership, Oracle, Oracle Applications, PL/SQL, Performance Tuning, Production Support, Requirements Gathering, SDLC, SQL, Unix, Systems Analysis, XML Publisher, Requirements Analysis, Data Warehousing, Consulting, Business Process, Management, Integration, Databases, Business Process...
Education
North Dakota State University 2001 — 2004
Bachelor of Science (BSc), Accounting
The London School of Economics and Political Science (LSE) 1997 — 2000
Bsc, Economics
Vidyaranya High School 1988 — 1994
High school, High School/Secondary Diplomas and Certificates
Dixon Hughes Goodman LLP December 2014 - Present
KBA Technologies LLC May 2010 - Present
IBM October 2011 - November 2014
Kaiser Permanente May 2010 - September 2011
IBM January 2006 - May 2010
IBM January 2006 - May 2008
Morgan Stanley December 2004 - January 2006
Skills
PeopleSoft, PeopleSoft Financial, PeopleTools, PeopleCode, SQR, Oracle SQL, XMLP, Financials, Business Analysis, COBOL, Business Intelligence, Crystal Reports, Data Conversion, ERP, Human Resources, Leadership, Oracle, Oracle Applications, PL/SQL, Performance Tuning, Production Support, Requirements Gathering, SDLC, SQL, Unix, Systems Analysis, XML Publisher, Requirements Analysis, Data Warehousing, Consulting, Business Process, Management, Integration, Databases, Business Process...
Education
North Dakota State University 2001 — 2004
Bachelor of Science (BSc), Accounting
The London School of Economics and Political Science (LSE) 1997 — 2000
Bsc, Economics
Vidyaranya High School 1988 — 1994
High school, High School/Secondary Diplomas and Certificates
Mark Pinn's Morgan Stanley Experience November 2013 - Present
Job Consultant, Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley November 2013 - Present
JetBlue Airways March 2011 - August 2013
CA Technologies January 2010 - June 2011
Pfizer Pharmaceuticals July 2007 - December 2008
Pfizer Pharmaceuticals November 2005 - December 2006
Merrill Lynch November 2003 - November 2005
Mobilocity March 2000 - October 2003
Merrill Lynch January 1993 - September 2000
Marriott International January 1989 - January 1993
Skills
Cloud Computing, Project Management, Program Management, Software Development, Product Management, Data Center, Management, Disaster Recovery, Start-ups, Strategy, Leadership, Mobile Devices
Education
The Scrum Alliance, New York, NY 2011 — 2011
Scrum Alliance Certification
Center for Management Research, Wellesley, MA 2004 — 2004
Leadership Programs for Senior Executives
Marriott International, Bethesda, MD 1989 — 1989
IT Management Training Program
Norfolk State University 1984 — 1988
BA
Morgan Stanley November 2013 - Present
JetBlue Airways March 2011 - August 2013
CA Technologies January 2010 - June 2011
Pfizer Pharmaceuticals July 2007 - December 2008
Pfizer Pharmaceuticals November 2005 - December 2006
Merrill Lynch November 2003 - November 2005
Mobilocity March 2000 - October 2003
Merrill Lynch January 1993 - September 2000
Marriott International January 1989 - January 1993
Skills
Cloud Computing, Project Management, Program Management, Software Development, Product Management, Data Center, Management, Disaster Recovery, Start-ups, Strategy, Leadership, Mobile Devices
Education
The Scrum Alliance, New York, NY 2011 — 2011
Scrum Alliance Certification
Center for Management Research, Wellesley, MA 2004 — 2004
Leadership Programs for Senior Executives
Marriott International, Bethesda, MD 1989 — 1989
IT Management Training Program
Norfolk State University 1984 — 1988
BA
Ben Tarantino's Morgan Stanley Experience August 2000 - April 2006
Job MD at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2006 - Present
UBS Financial Services 2006 - Present
Morgan Stanley August 2000 - April 2006
Education
Niagara University 1977 — 1981
BA, History
UBS Wealth Management April 2006 - Present
UBS Financial Services 2006 - Present
Morgan Stanley August 2000 - April 2006
Education
Niagara University 1977 — 1981
BA, History
Rawlins Heaton's Morgan Stanley Experience September 2005 - December 2009
Job Head of Client Relations at ICM Private Client Group
Industry Financial Services
Experience
ICM Private Client Group, Inc. January 2015 - September 2015
S P A C E consulting March 2011 - August 2014
S P A C E paris March 2010 - August 2014
Morgan Stanley September 2005 - December 2009
Ralph Lauren April 2002 - March 2003
Burberry August 2002 - February 2003
Coach November 1999 - June 2001
Skills
French, Fashion, Public Relations, Marketing, Marketing Communications, Social Media, Social Media Marketing, Retail, E-commerce, Sales, Project Management, Entrepreneurship, Advertising, Business Development
Education
Northeastern University 2000 — 2005
BA, History Major, International Business Minor
ICM Private Client Group, Inc. January 2015 - September 2015
S P A C E consulting March 2011 - August 2014
S P A C E paris March 2010 - August 2014
Morgan Stanley September 2005 - December 2009
Ralph Lauren April 2002 - March 2003
Burberry August 2002 - February 2003
Coach November 1999 - June 2001
Skills
French, Fashion, Public Relations, Marketing, Marketing Communications, Social Media, Social Media Marketing, Retail, E-commerce, Sales, Project Management, Entrepreneurship, Advertising, Business Development
Education
Northeastern University 2000 — 2005
BA, History Major, International Business Minor
Jamal Cummings's Morgan Stanley Experience September 2010 - January 2012
Job Applications Consultant (Business Analyst)
Industry Information Technology and Services
Experience
Vistex September 2014 - Present
Warner Home Video August 2013 - September 2014
Disney Consumer Products March 2012 - June 2013
Morgan Stanley September 2010 - January 2012
Vicarious Sounds February 2009 - August 2010
Merrill Lynch June 2008 - February 2009
Merrill Lynch July 2007 - June 2008
Skills
Contract Management, User Acceptance Testing, Prioritisation, Requirements Gathering, End User Training, Scenario Planning, Building Relationships, People-oriented, Metrics, Music Production, Licensing Agreements, Music Licensing, Licensing, Business Analysis, Derivatives, Settlement, Middle Office, Finance, Testing, Integration, Corporate Finance, Business Strategy, Trading, Management
Education
Northeastern University 2002 — 2007
BS Business Administration, Entrepreneurship, Finance
Garden School
Vistex September 2014 - Present
Warner Home Video August 2013 - September 2014
Disney Consumer Products March 2012 - June 2013
Morgan Stanley September 2010 - January 2012
Vicarious Sounds February 2009 - August 2010
Merrill Lynch June 2008 - February 2009
Merrill Lynch July 2007 - June 2008
Skills
Contract Management, User Acceptance Testing, Prioritisation, Requirements Gathering, End User Training, Scenario Planning, Building Relationships, People-oriented, Metrics, Music Production, Licensing Agreements, Music Licensing, Licensing, Business Analysis, Derivatives, Settlement, Middle Office, Finance, Testing, Integration, Corporate Finance, Business Strategy, Trading, Management
Education
Northeastern University 2002 — 2007
BS Business Administration, Entrepreneurship, Finance
Garden School
Trevor Steenholdt's Morgan Stanley Experience June 2007 - August 2007
Job Temp at Accountemps
Industry Marketing and Advertising
Experience
Accountemps May 2009 - Present
Morgan Stanley June 2007 - August 2007
Education
North Dakota State University 2004 — 2008
B.S. in Business Administration, Business Administration
Accountemps May 2009 - Present
Morgan Stanley June 2007 - August 2007
Education
North Dakota State University 2004 — 2008
B.S. in Business Administration, Business Administration
Mehul M. Shah's Morgan Stanley Experience September 2003 - March 2007
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Evan Jackson's Morgan Stanley Experience August 2010 - December 2013
Job
Industry Financial Services
Experience
CDI LLC December 2013 - September 2014
Morgan Stanley August 2010 - December 2013
Cisco Systems January 2008 - August 2008
Skills
Cisco Technologies, Data Center, TCP/IP, Firewalls, Cisco IOS, Disaster Recovery, Network Security, Network Architecture, Routing, ITIL, WAN, Unix, Switches, Linux, Virtualization, VPN, Network Design, WLAN, Wireless Networking, Cisco Wireless
Education
North Carolina Agricultural and Technical State University 2005 — 2010
B.S., Computer Engineering
CDI LLC December 2013 - September 2014
Morgan Stanley August 2010 - December 2013
Cisco Systems January 2008 - August 2008
Skills
Cisco Technologies, Data Center, TCP/IP, Firewalls, Cisco IOS, Disaster Recovery, Network Security, Network Architecture, Routing, ITIL, WAN, Unix, Switches, Linux, Virtualization, VPN, Network Design, WLAN, Wireless Networking, Cisco Wireless
Education
North Carolina Agricultural and Technical State University 2005 — 2010
B.S., Computer Engineering
Tahsanul Hoque's Morgan Stanley Experience April 2013 - September 2014
Job Financial Analyst at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
ICAP September 2014 - January 2015
Morgan Stanley April 2013 - September 2014
Nationwide Insurance March 2012 - June 2012
Wells Fargo Securities November 2011 - March 2012
Eastern Bank Limited July 2008 - February 2011
Citi May 2008 - June 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters
North South University 2004 — 2008
Bachelor of Business Administration (BBA)
AIG March 2015 - Present
ICAP September 2014 - January 2015
Morgan Stanley April 2013 - September 2014
Nationwide Insurance March 2012 - June 2012
Wells Fargo Securities November 2011 - March 2012
Eastern Bank Limited July 2008 - February 2011
Citi May 2008 - June 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters
North South University 2004 — 2008
Bachelor of Business Administration (BBA)
Ronnie Morrison's Morgan Stanley Experience September 2010 - May 2011
Job Assistant Vice President JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2011 - Present
Morgan Stanley September 2010 - May 2011
Citi May 2009 - September 2010
Unity Lending Group August 2006 - May 2009
Sonoco August 1996 - August 2006
Skills
Loans, Foreclosures, Loss Mitigation
Education
North Carolina Agricultural and Technical State University 1992 — 1996
Bachelor's degree, Marketing
JPMorgan Chase May 2011 - Present
Morgan Stanley September 2010 - May 2011
Citi May 2009 - September 2010
Unity Lending Group August 2006 - May 2009
Sonoco August 1996 - August 2006
Skills
Loans, Foreclosures, Loss Mitigation
Education
North Carolina Agricultural and Technical State University 1992 — 1996
Bachelor's degree, Marketing
Terrence Reagan's Morgan Stanley Experience July 2006 - June 2009
Job Sr. Account Executive at Forte Capital Group
Industry Financial Services
Experience
National Securities 2011 - Present
JP Turner & Company, LLC 2010 - 2010
Morgan Stanley July 2006 - June 2009
Skills
Equities, Securities, Investments, Portfolio Management, Wealth Management, Asset Management, Fixed Income, Mutual Funds, Options, Investment Advisory, Investment Strategies, Trading, Series 7, Sales, Series 65, Financial Markets, Series 63, Hedge Funds
Education
Niagara University 1989 — 1994
Bachelors, Finanace
National Securities 2011 - Present
JP Turner & Company, LLC 2010 - 2010
Morgan Stanley July 2006 - June 2009
Skills
Equities, Securities, Investments, Portfolio Management, Wealth Management, Asset Management, Fixed Income, Mutual Funds, Options, Investment Advisory, Investment Strategies, Trading, Series 7, Sales, Series 65, Financial Markets, Series 63, Hedge Funds
Education
Niagara University 1989 — 1994
Bachelors, Finanace
Matthew Schneiderman's Morgan Stanley Experience June 1998 - August 2001
Job Financial Consultant at Dayton & Sydney Wealth Strategies Group
Industry Financial Services
Experience
Dayton and Sydney Wealth Strategies Group, LLC AXA Advisors, LLC August 2012 - Present
Bles Broadway Food Corp May 2007 - June 2012
Liss, Okun & Associates, CPA's P.C. June 2006 - May 2007
Liberty Mutual Insurance January 2004 - June 2004
Morgan Stanley June 1998 - August 2001
Skills
Investments, Management, Financial Analysis, Financial Modeling, Retirement Planning, Microsoft Excel, Estate Planning, College Funding..., Business Continuity, Life Insurance, Wealth Accumulation...
Education
Northeastern University 2002 — 2005
Dual Bachelors Degree, Finance & Accounting
Dayton and Sydney Wealth Strategies Group, LLC AXA Advisors, LLC August 2012 - Present
Bles Broadway Food Corp May 2007 - June 2012
Liss, Okun & Associates, CPA's P.C. June 2006 - May 2007
Liberty Mutual Insurance January 2004 - June 2004
Morgan Stanley June 1998 - August 2001
Skills
Investments, Management, Financial Analysis, Financial Modeling, Retirement Planning, Microsoft Excel, Estate Planning, College Funding..., Business Continuity, Life Insurance, Wealth Accumulation...
Education
Northeastern University 2002 — 2005
Dual Bachelors Degree, Finance & Accounting
Brad Garner, CFP®'s Morgan Stanley Experience May 2010 - December 2011
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2012 - Present
Morgan Stanley May 2010 - December 2011
Bank of America 2006 - 2009
Skills
Finance, Financial Analysis, Financial Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, Sales, Portfolio Management, Securities, Series 7, Wealth Management
Education
Millbrook High School
North Carolina State University
BS, Management, Finance
University of Wollongong
TIAA-CREF January 2012 - Present
Morgan Stanley May 2010 - December 2011
Bank of America 2006 - 2009
Skills
Finance, Financial Analysis, Financial Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, Sales, Portfolio Management, Securities, Series 7, Wealth Management
Education
Millbrook High School
North Carolina State University
BS, Management, Finance
University of Wollongong
Qingyi Huang's Morgan Stanley Experience April 2014 - Present
Job FX Strategist at Morgan Stanley
Industry
Experience
Morgan Stanley April 2014 - Present
Peking University September 2011 - March 2014
Education
Northwestern University - Kellogg School of Management
PhD
North Carolina State University
MS, Statistics
Morgan Stanley April 2014 - Present
Peking University September 2011 - March 2014
Education
Northwestern University - Kellogg School of Management
PhD
North Carolina State University
MS, Statistics
Arlen Ledet's Morgan Stanley Experience November 1984 - April 2011
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2011 - Present
Morgan Stanley November 1984 - April 2011
Skills
Management, Negotiation, Tax, Asset Allocation, Microsoft Office, Community Development, Financial Services, Investment Advisory, Contract Negotiation, Wealth, Wealth Management..., Customer Service, Team Building, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Budgets, Operations Management, Series 63, Investments
Education
Nicholls State University
Bachelor of Science
Wells Fargo Advisors, LLC April 2011 - Present
Morgan Stanley November 1984 - April 2011
Skills
Management, Negotiation, Tax, Asset Allocation, Microsoft Office, Community Development, Financial Services, Investment Advisory, Contract Negotiation, Wealth, Wealth Management..., Customer Service, Team Building, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Budgets, Operations Management, Series 63, Investments
Education
Nicholls State University
Bachelor of Science
Anthony Cirillo's Morgan Stanley Experience July 2006 - Present
Job Financial/Sales Professional
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
Skills
Sales, New Business Development, Credit, Sales Management, Banking, Mortgage Banking, Credit Analysis, Leadership, Loan Origination, Mortgage Lending, Underwriting, Customer Service, Loans, Account Management, Business Development, Residential Mortgages
Education
Elk Grove High School 1993 — 1997
Northeastern Illinois University
Bachelor's degree, Marketing
Morgan Stanley July 2006 - Present
Skills
Sales, New Business Development, Credit, Sales Management, Banking, Mortgage Banking, Credit Analysis, Leadership, Loan Origination, Mortgage Lending, Underwriting, Customer Service, Loans, Account Management, Business Development, Residential Mortgages
Education
Elk Grove High School 1993 — 1997
Northeastern Illinois University
Bachelor's degree, Marketing
Alexis Wamsley's Morgan Stanley Experience July 2015 - Present
Job Wealth Management Intern, The Deatherage Group at Morgan Stanley
Industry
Experience
Morgan Stanley July 2015 - Present
Brown Brothers Harriman July 2014 - December 2014
Rockland Country Club July 2011 - December 2013
Skills
Accounting, Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word, Financial Accounting, Accounts Receivable
Education
Northeastern University 2012 — 2016
Finance
Swinburne University of Technology 2012 — 2012
Study Abroad
North Rockland High School 2008 — 2012
Morgan Stanley July 2015 - Present
Brown Brothers Harriman July 2014 - December 2014
Rockland Country Club July 2011 - December 2013
Skills
Accounting, Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word, Financial Accounting, Accounts Receivable
Education
Northeastern University 2012 — 2016
Finance
Swinburne University of Technology 2012 — 2012
Study Abroad
North Rockland High School 2008 — 2012
Keith Griffin's Morgan Stanley Experience June 2010 - August 2010
Job Senior Associate at AIC Ventures
Industry Investment Management
Experience
AIC Ventures July 2014 - Present
Regions Financial Corporation August 2012 - July 2014
Morgan Stanley June 2010 - August 2010
Citigroup Smith Barney January 2007 - May 2007
Skills
Investments, Commercial Real Estate, Real Estate, Real Estate Economics, Acquisitions, Real Estate Financing, Real Estate Private..., Financial Modeling, Real Estate Underwriting, Real Estate Transactions, Asset Management, Leadership, Real Estate Development, Brokerage, Sales, Private Equity, Argus Modeling, Valuation, Due Diligence, Disposition, Financial Analysis, Capital Markets, Alternative Investments, CMBS
Education
North Carolina State University 2008 — 2011
BA, Economics
AIC Ventures July 2014 - Present
Regions Financial Corporation August 2012 - July 2014
Morgan Stanley June 2010 - August 2010
Citigroup Smith Barney January 2007 - May 2007
Skills
Investments, Commercial Real Estate, Real Estate, Real Estate Economics, Acquisitions, Real Estate Financing, Real Estate Private..., Financial Modeling, Real Estate Underwriting, Real Estate Transactions, Asset Management, Leadership, Real Estate Development, Brokerage, Sales, Private Equity, Argus Modeling, Valuation, Due Diligence, Disposition, Financial Analysis, Capital Markets, Alternative Investments, CMBS
Education
North Carolina State University 2008 — 2011
BA, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS