Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Lorry DeSantis Lorry DeSantis's Morgan Stanley Experience 2006 - 2006
Job Regional Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Julia Klevak Julia Klevak's Morgan Stanley Experience March 2000 - December 2002
Job Director, Programming and Architecture at Quantitative Management Associates LLC
Industry Investment Management
Experience
Quantitative Management Associates January 2014 - Present
MetLife July 2012 - January 2014
AllianceBernstein May 2007 - July 2012
AllianceBernstein March 2004 - May 2007
Webmechanics February 2003 - March 2004
Morgan Stanley March 2000 - December 2002
Skills
Asset Management, Institutional..., Defined Contribution, Retirement Strategy, Target Date Funds, Agile Methodologies, Project Management, Team Leadership, Business Analysis, Requirements Gathering, System Architecture, Object Oriented Design..., Business Intelligence, Data Analysis, Data Modeling, Data Warehousing, SDLC, SOA, Databases, Microsoft SQL Server, C#, ASP.NET, .NET, XML, WCF, Java, Web Services, Financial Modeling, SQL, Fund Accounting, Fund Of Funds, Mutual Funds, Business Process, Enterprise Architecture, Equities, Data Visualization, QlikView, Real Estate Investments, Market Data, Oracle, Alternative Investments, Morningstar, Bloomberg, Factset
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
MS in Statistics and Operations Research, Financial Engineering
Northeastern University 1993 — 1997
Bachelor of Science (BS), Information Systems, Finance
Quantitative Management Associates January 2014 - Present
MetLife July 2012 - January 2014
AllianceBernstein May 2007 - July 2012
AllianceBernstein March 2004 - May 2007
Webmechanics February 2003 - March 2004
Morgan Stanley March 2000 - December 2002
Skills
Asset Management, Institutional..., Defined Contribution, Retirement Strategy, Target Date Funds, Agile Methodologies, Project Management, Team Leadership, Business Analysis, Requirements Gathering, System Architecture, Object Oriented Design..., Business Intelligence, Data Analysis, Data Modeling, Data Warehousing, SDLC, SOA, Databases, Microsoft SQL Server, C#, ASP.NET, .NET, XML, WCF, Java, Web Services, Financial Modeling, SQL, Fund Accounting, Fund Of Funds, Mutual Funds, Business Process, Enterprise Architecture, Equities, Data Visualization, QlikView, Real Estate Investments, Market Data, Oracle, Alternative Investments, Morningstar, Bloomberg, Factset
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
MS in Statistics and Operations Research, Financial Engineering
Northeastern University 1993 — 1997
Bachelor of Science (BS), Information Systems, Finance
Lisa Rich Simmons Lisa Rich Simmons's Morgan Stanley Experience June 2015 - Present
Job Vice President at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley June 2015 - Present
Twin Eagle Resource Management March 2014 - June 2015
ENCOA - Energy Company of America December 2012 - March 2014
Twin Eagle Resource Management December 2010 - December 2012
Dynegy Marketing & Trading June 2007 - January 2011
Westar Energy September 2005 - June 2007
CINERGY CORP May 2003 - September 2005
Skills
Commodity Markets, Energy Markets, Energy, Energy Management, PJM, Power Trading, Electricity Markets, Risk Management, Natural Gas, Hedging, Commodity, Renewable Energy, Trading, Loan Origination, Financial Modeling, Commodity Risk..., Demand Response
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science, Finance
Boone County High School
Morgan Stanley June 2015 - Present
Twin Eagle Resource Management March 2014 - June 2015
ENCOA - Energy Company of America December 2012 - March 2014
Twin Eagle Resource Management December 2010 - December 2012
Dynegy Marketing & Trading June 2007 - January 2011
Westar Energy September 2005 - June 2007
CINERGY CORP May 2003 - September 2005
Skills
Commodity Markets, Energy Markets, Energy, Energy Management, PJM, Power Trading, Electricity Markets, Risk Management, Natural Gas, Hedging, Commodity, Renewable Energy, Trading, Loan Origination, Financial Modeling, Commodity Risk..., Demand Response
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science, Finance
Boone County High School
Jessica Bieneman's Morgan Stanley Experience October 2006 - September 2008
Job Transfer Pricing
Industry Accounting
Experience
Internal Revenue Service July 2012 - Present
Internal Revenue Service June 2010 - July 2012
Ulta November 2009 - June 2010
Aldi Inc. September 2008 - November 2009
Morgan Stanley October 2006 - September 2008
Texas Comptroller of Public Accounts September 2003 - October 2006
Deloitte & Touche January 2003 - April 2003
Andersen 2000 - 2001
Skills
Tax, Tax Accounting, Income Tax, Tax Returns, Tax Preparation, Tax Law, Use Tax, Sales Tax, Tax Research, Auditing, Tax Advisory, GAAP, Transfer Pricing, International Tax, Project Management
Education
Northern Illinois University 2007 — 2010
M.S., Taxation
The John Marshall Law School 2003 — 2003
Northern Illinois University 1999 — 2003
B.S., Accountancy
Cary-Grove 1995 — 1999
Internal Revenue Service July 2012 - Present
Internal Revenue Service June 2010 - July 2012
Ulta November 2009 - June 2010
Aldi Inc. September 2008 - November 2009
Morgan Stanley October 2006 - September 2008
Texas Comptroller of Public Accounts September 2003 - October 2006
Deloitte & Touche January 2003 - April 2003
Andersen 2000 - 2001
Skills
Tax, Tax Accounting, Income Tax, Tax Returns, Tax Preparation, Tax Law, Use Tax, Sales Tax, Tax Research, Auditing, Tax Advisory, GAAP, Transfer Pricing, International Tax, Project Management
Education
Northern Illinois University 2007 — 2010
M.S., Taxation
The John Marshall Law School 2003 — 2003
Northern Illinois University 1999 — 2003
B.S., Accountancy
Cary-Grove 1995 — 1999
Catherine Werner Catherine Werner's Morgan Stanley Experience 2008 - 2008
Job Foreign Service Officer at U.S. Department of Commerce
Industry International Trade and Development
Experience
U.S. Department of Commerce 2014 - Present
Barclays 2014 - 2014
Stanley Black & Decker , Inc. 2012 - 2013
ICube Technology Holdings Limited 2009 - 2012
Morgan Stanley 2008 - 2008
MFS Investment Management 2007 - 2007
Skills
Chinese, English, Investor Relations, Finance, Marketing, Communications, International Business, Analysis, Emerging Markets, Technology
Education
Northeastern University
The Hill School
U.S. Department of Commerce 2014 - Present
Barclays 2014 - 2014
Stanley Black & Decker , Inc. 2012 - 2013
ICube Technology Holdings Limited 2009 - 2012
Morgan Stanley 2008 - 2008
MFS Investment Management 2007 - 2007
Skills
Chinese, English, Investor Relations, Finance, Marketing, Communications, International Business, Analysis, Emerging Markets, Technology
Education
Northeastern University
The Hill School
Jim Tubridy's Morgan Stanley Experience 1987 - 1988
Job Service Sales Manager at American WineSecrets LLC
Industry Wine and Spirits
Experience
American Winesecrets LLC/Winesecrets Global Production Services March 2014 - Present
Separator Technology Solutions US, Inc November 2013 - March 2014
Ethos Medical March 2013 - March 2014
Horizon Pharma October 2012 - March 2013
Sunovion Pharmaceuticals Inc. April 2004 - April 2012
Merck April 2003 - April 2004
Novartis March 2001 - March 2003
Forest Pharmaceuticals February 1996 - February 2001
Morgan Stanley 1987 - 1988
United States Marine Corps May 1983 - May 1987
Skills
Pharmaceutical Sales, Allergy, Dermatology, ENT, Pain Management, Cardiology, Hypertension, Hospitals, Neurology, Asthma, CNS disorders, Pulmonology, Sales Operations, Sales, Respiratory Products, Gastroenterology, Pediatrics, COPD, Peer Mentoring, Training, Insomnia, Podiatry, Sleep Disorders, Rheumatoid Arthritis, Product Launch, Neonatology, Hormone Replacement..., Hyperlipidemia, Atherosclerosis, ADHD, Atopic Dermatitis, Depression, Anxiety Disorders, Urinary Tract Infection, Labor and Delivery, Cervical..., Neonatal Respiratory..., Arthritis, Osteoarthritis, Wine & Spirits Industry, centrifuge systems, Capital Equipment Sales, Winery Equipment Sales, Press Releases, Wineries, Wine Lists, Wine Cellars, Public Speaking, Management, Sales Management
Education
Northern Illinois University 1988 — 1991
BA, English
Marian Catholic High School
American Winesecrets LLC/Winesecrets Global Production Services March 2014 - Present
Separator Technology Solutions US, Inc November 2013 - March 2014
Ethos Medical March 2013 - March 2014
Horizon Pharma October 2012 - March 2013
Sunovion Pharmaceuticals Inc. April 2004 - April 2012
Merck April 2003 - April 2004
Novartis March 2001 - March 2003
Forest Pharmaceuticals February 1996 - February 2001
Morgan Stanley 1987 - 1988
United States Marine Corps May 1983 - May 1987
Skills
Pharmaceutical Sales, Allergy, Dermatology, ENT, Pain Management, Cardiology, Hypertension, Hospitals, Neurology, Asthma, CNS disorders, Pulmonology, Sales Operations, Sales, Respiratory Products, Gastroenterology, Pediatrics, COPD, Peer Mentoring, Training, Insomnia, Podiatry, Sleep Disorders, Rheumatoid Arthritis, Product Launch, Neonatology, Hormone Replacement..., Hyperlipidemia, Atherosclerosis, ADHD, Atopic Dermatitis, Depression, Anxiety Disorders, Urinary Tract Infection, Labor and Delivery, Cervical..., Neonatal Respiratory..., Arthritis, Osteoarthritis, Wine & Spirits Industry, centrifuge systems, Capital Equipment Sales, Winery Equipment Sales, Press Releases, Wineries, Wine Lists, Wine Cellars, Public Speaking, Management, Sales Management
Education
Northern Illinois University 1988 — 1991
BA, English
Marian Catholic High School
Derrick Jackson, CRPC® Derrick Jackson, CRPC®'s Morgan Stanley Experience March 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors May 2008 - 2012
First Tennessee Bank March 2006 - January 2008
Seneca One Finance August 2005 - February 2006
KEI Pearson August 2004 - July 2005
DMG Securities, Inc April 2002 - July 2004
Skills
Series 7, Wealth Management, Sales & Marketing..., Financial Services, Business Development, Situational Sales..., Territory..., Strategic Business..., Strategic Sales..., Leadership, Project Management, Branch Banking, Banking, Investments, Sales, Series 63, Retirement Planning, Securities, Insurance, Retirement, Equities, Bonds, Mutual Funds, Investment Strategies, Registered Investment..., Business Coaching, Communication Skills, Sales Presentations, Organizational..., Investment Portfolio, Relationship Management, Conflict Management, New Business Development, Microsoft Office, MS Project, Contact Center..., Contact Center..., Annuities, Series 9/10, Personal Finance, Change Management, Negotiation, Cross Selling, Cross-functional Team..., Screening Resumes, Mock Interviews, Delivering Results, Solution-Oriented..., Customer Satisfaction, Branch Administration
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Organizational Leadership w/ Project Management focus
Queens University of Charlotte 2010 — 2012
Certificate, Financial Planning and Services
Randolph-Macon College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Morgan Stanley March 2015 - Present
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors May 2008 - 2012
First Tennessee Bank March 2006 - January 2008
Seneca One Finance August 2005 - February 2006
KEI Pearson August 2004 - July 2005
DMG Securities, Inc April 2002 - July 2004
Skills
Series 7, Wealth Management, Sales & Marketing..., Financial Services, Business Development, Situational Sales..., Territory..., Strategic Business..., Strategic Sales..., Leadership, Project Management, Branch Banking, Banking, Investments, Sales, Series 63, Retirement Planning, Securities, Insurance, Retirement, Equities, Bonds, Mutual Funds, Investment Strategies, Registered Investment..., Business Coaching, Communication Skills, Sales Presentations, Organizational..., Investment Portfolio, Relationship Management, Conflict Management, New Business Development, Microsoft Office, MS Project, Contact Center..., Contact Center..., Annuities, Series 9/10, Personal Finance, Change Management, Negotiation, Cross Selling, Cross-functional Team..., Screening Resumes, Mock Interviews, Delivering Results, Solution-Oriented..., Customer Satisfaction, Branch Administration
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Organizational Leadership w/ Project Management focus
Queens University of Charlotte 2010 — 2012
Certificate, Financial Planning and Services
Randolph-Macon College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Phil Casparius's Morgan Stanley Experience May 1995 - May 2010
Job Sales and Distribution Executive
Industry Financial Services
Experience
UBS Global Asset Management December 2013 - Present
Fred Alger Management June 2012 - November 2013
Fidelity Investments May 2010 - November 2011
Morgan Stanley May 1995 - May 2010
Skills
Mutual Funds, Investments, Series 63, Asset Management, Series 7, Consultative Selling, Wealth Management, Separately Managed..., Managed Accounts, New Business Development, Sales Management, Team Building, Team Leadership, Closed-end Funds, Relationship Management, Sales Presentations, Sales & Marketing..., Public Speaking, Public Relations, Asset Managment, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, Investment Management, Alternative Investments, FINRA, Securities, Investment Strategies, Equities, Investment Advisory
Education
Northeastern University
BS, Journalism/Public Relations
UBS Global Asset Management December 2013 - Present
Fred Alger Management June 2012 - November 2013
Fidelity Investments May 2010 - November 2011
Morgan Stanley May 1995 - May 2010
Skills
Mutual Funds, Investments, Series 63, Asset Management, Series 7, Consultative Selling, Wealth Management, Separately Managed..., Managed Accounts, New Business Development, Sales Management, Team Building, Team Leadership, Closed-end Funds, Relationship Management, Sales Presentations, Sales & Marketing..., Public Speaking, Public Relations, Asset Managment, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, Investment Management, Alternative Investments, FINRA, Securities, Investment Strategies, Equities, Investment Advisory
Education
Northeastern University
BS, Journalism/Public Relations
Brockton Macelli Brockton Macelli's Morgan Stanley Experience May 2015 - June 2015
Job Institutional Sales Coop at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2015 - Present
Morgan Stanley May 2015 - June 2015
Morgan Stanley May 2014 - August 2014
Pite Duncan, LLP June 2013 - August 2013
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Excel, CRM, Database Management, Morningstar Workstation, Cold Calling, Asset Allocation, Financial Modeling, Investments, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Equities, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Northeastern University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Marketing
La Jolla High School 2009 — 2013
MFS Investment Management July 2015 - Present
Morgan Stanley May 2015 - June 2015
Morgan Stanley May 2014 - August 2014
Pite Duncan, LLP June 2013 - August 2013
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Excel, CRM, Database Management, Morningstar Workstation, Cold Calling, Asset Allocation, Financial Modeling, Investments, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Equities, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Northeastern University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Marketing
La Jolla High School 2009 — 2013
Lora Resch Lora Resch's Morgan Stanley Experience June 2001 - February 2004
Job Controller at Vapex Environmental Technologies
Industry Machinery
Experience
Vapex Environmental Technologies September 2007 - Present
Nelson Investment Planning Services October 2005 - May 2007
Morgan Stanley June 2001 - February 2004
Merrill Lynch June 2000 - May 2001
Mutual Of Omaha January 1999 - May 2000
Sprint November 1982 - March 1998
General Telephone & Electronics February 1977 - November 1982
Skills
Fixed Assets, Budgets, Accounting, Financial Analysis, Financial Reporting, Cost Accounting, General Ledger, Microsoft Excel, Management, Managerial Finance, Finance, CPA, Tax, Auditing, Internal Controls
Education
University of Texas at Tyler 1983 — 1985
NA, MBA Courses
Grand Valley State University 1978 — 1980
NA, MBA Courses
Northern Michigan University 1972 — 1976
B.S. Finance, Finance & Accounting
Vapex Environmental Technologies September 2007 - Present
Nelson Investment Planning Services October 2005 - May 2007
Morgan Stanley June 2001 - February 2004
Merrill Lynch June 2000 - May 2001
Mutual Of Omaha January 1999 - May 2000
Sprint November 1982 - March 1998
General Telephone & Electronics February 1977 - November 1982
Skills
Fixed Assets, Budgets, Accounting, Financial Analysis, Financial Reporting, Cost Accounting, General Ledger, Microsoft Excel, Management, Managerial Finance, Finance, CPA, Tax, Auditing, Internal Controls
Education
University of Texas at Tyler 1983 — 1985
NA, MBA Courses
Grand Valley State University 1978 — 1980
NA, MBA Courses
Northern Michigan University 1972 — 1976
B.S. Finance, Finance & Accounting
Jake Kugler Jake Kugler's Morgan Stanley Experience January 2014 - June 2014
Job Leveraged Finance Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - June 2014
BDO Capital Advisors, LLC July 2013 - December 2013
MFS Investment Management January 2013 - June 2013
Sentinel Brokers Company April 2012 - June 2012
Education
Northeastern University 2011 — 2015
BSBA, Finance, Magna Cum Laude
Massapequa High School 2007 — 2011
Regents Diploma with Advanced Distinction
Morgan Stanley January 2014 - June 2014
BDO Capital Advisors, LLC July 2013 - December 2013
MFS Investment Management January 2013 - June 2013
Sentinel Brokers Company April 2012 - June 2012
Education
Northeastern University 2011 — 2015
BSBA, Finance, Magna Cum Laude
Massapequa High School 2007 — 2011
Regents Diploma with Advanced Distinction
Patrick DeVito's Morgan Stanley Experience June 2000 - October 2002
Job National Account Manager at Marshall Associates Inc
Industry Consumer Goods
Experience
Marshall Associates Inc 2003 - Present
Morgan Stanley June 2000 - October 2002
Skills
Merchandising, Sales, Account Management, Marketing, Forecasting, Training, Sales Management, Retail, Key Account Management, Marketing Strategy, Competitive Analysis, Product Development, Sales Presentations, Sales Process, Sales Operations, Pricing
Education
Northern Illinois University
Bachelor of Science (B.S.), Business/Corporate Communications
Marshall Associates Inc 2003 - Present
Morgan Stanley June 2000 - October 2002
Skills
Merchandising, Sales, Account Management, Marketing, Forecasting, Training, Sales Management, Retail, Key Account Management, Marketing Strategy, Competitive Analysis, Product Development, Sales Presentations, Sales Process, Sales Operations, Pricing
Education
Northern Illinois University
Bachelor of Science (B.S.), Business/Corporate Communications
Michael De Santis's Morgan Stanley Experience April 2015 - Present
Job Service Associate at Morgan Stanley
Industry Sports
Experience
Morgan Stanley April 2015 - Present
State Street July 2013 - April 2014
Hellman, Jordan Management Company, Inc. July 2012 - December 2012
New York Yankees May 2011 - August 2011
Skills
Sports Marketing, Microsoft Excel, PowerPoint, Microsoft Office
Education
Northeastern University 2010 — 2015
Bachelor's degree, Finance, General
Northeastern University 2010 — 2014
Bachelor's Degree, Finance, Entrepreneurship
Morgan Stanley April 2015 - Present
State Street July 2013 - April 2014
Hellman, Jordan Management Company, Inc. July 2012 - December 2012
New York Yankees May 2011 - August 2011
Skills
Sports Marketing, Microsoft Excel, PowerPoint, Microsoft Office
Education
Northeastern University 2010 — 2015
Bachelor's degree, Finance, General
Northeastern University 2010 — 2014
Bachelor's Degree, Finance, Entrepreneurship
Gaogao Li Gaogao Li's Morgan Stanley Experience January 2012 - June 2012
Job FSO Assurance Staff at EY
Industry Financial Services
Experience
EY October 2014 - Present
Northeastern University September 2013 - August 2014
Ernst & Young January 2013 - May 2013
Morgan Stanley January 2012 - June 2012
State Street January 2011 - July 2011
Skills
Finance, Financial Accounting, Financial Analysis, Financial Audits, Internal Controls, Financial Services, Valuation, Financial Modeling, Corporate Finance, Economics, Fixed Income, Bloomberg, Equities, Microsoft Office, Accounting, Microsoft Excel, Financial Reporting
Education
Northeastern University 2013 — 2014
Master of Science (M.S.), Accounting
Northeastern University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
EY October 2014 - Present
Northeastern University September 2013 - August 2014
Ernst & Young January 2013 - May 2013
Morgan Stanley January 2012 - June 2012
State Street January 2011 - July 2011
Skills
Finance, Financial Accounting, Financial Analysis, Financial Audits, Internal Controls, Financial Services, Valuation, Financial Modeling, Corporate Finance, Economics, Fixed Income, Bloomberg, Equities, Microsoft Office, Accounting, Microsoft Excel, Financial Reporting
Education
Northeastern University 2013 — 2014
Master of Science (M.S.), Accounting
Northeastern University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Thomas Galante's Morgan Stanley Experience April 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley January 2013 - July 2013
Provident Healthcare Partners, LLC January 2012 - December 2012
GE January 2011 - July 2011
Skills
Mergers, Market Research, Process Improvement, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Marketing, Data Analysis, Leadership, Mergers & Acquisitions, Research, Valuation, Business Strategy, Finance, Risk Management, Investment Banking
Education
Northeastern University 2009 — 2014
Bachelors of Science Degree in Business Administration, Finance, Economics
London School of Economics and Political Science 2012 — 2012
Finance and Financial Management Services
Wilton High School 2005 — 2009
High School Diploma
Morgan Stanley April 2014 - Present
Morgan Stanley January 2013 - July 2013
Provident Healthcare Partners, LLC January 2012 - December 2012
GE January 2011 - July 2011
Skills
Mergers, Market Research, Process Improvement, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Marketing, Data Analysis, Leadership, Mergers & Acquisitions, Research, Valuation, Business Strategy, Finance, Risk Management, Investment Banking
Education
Northeastern University 2009 — 2014
Bachelors of Science Degree in Business Administration, Finance, Economics
London School of Economics and Political Science 2012 — 2012
Finance and Financial Management Services
Wilton High School 2005 — 2009
High School Diploma
Jody Devero's Morgan Stanley Experience October 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Jefferies & Company June 2005 - December 2011
Education
Northeastern University 2004 — 2008
BS, Finance
Morgan Stanley October 2012 - Present
Jefferies & Company June 2005 - December 2011
Education
Northeastern University 2004 — 2008
BS, Finance
Karen Derro,PHR Karen Derro,PHR's Morgan Stanley Experience 2000 - 2015
Job Staffing Specialist at Partners Healthcare at NSMC
Industry Hospital & Health Care
Experience
Partners HealthCare October 2006 - Present
Morgan Stanley 2000 - 2015
crowinshield management 2010 - 2014
Brooksby Village/Erickson Retirement Community July 2004 - October 2006
Beverly Hospital 2002 - 2004
Fresenius Medical Care 2001 - 2002
Cardinal Distribution February 1998 - February 2000
Symmes Hospital 1996 - 1998
Boston Regional Medical Center 1990 - 1995
Skills
Healthcare, Talent Acquisition, Recruiting, Employee Relations, Interviews, Employment Law, Personnel Management, Leadership, Temporary Placement, Strategy, Analysis, Policy, Staff Development, FMLA, Screening, Change Management, Conflict Resolution, Hiring, Management, Human Resources, New Hire Orientations, College Recruiting, Applicant Tracking..., Employee Benefits, Onboarding, Internet Recruiting, HRIS, Workforce Planning, Benefits Administration, Temporary Staffing, Dog Training, Deferred Compensation
Education
Northeastern University
PHR
University of Massachusetts, Amherst
B.A.
Partners HealthCare October 2006 - Present
Morgan Stanley 2000 - 2015
crowinshield management 2010 - 2014
Brooksby Village/Erickson Retirement Community July 2004 - October 2006
Beverly Hospital 2002 - 2004
Fresenius Medical Care 2001 - 2002
Cardinal Distribution February 1998 - February 2000
Symmes Hospital 1996 - 1998
Boston Regional Medical Center 1990 - 1995
Skills
Healthcare, Talent Acquisition, Recruiting, Employee Relations, Interviews, Employment Law, Personnel Management, Leadership, Temporary Placement, Strategy, Analysis, Policy, Staff Development, FMLA, Screening, Change Management, Conflict Resolution, Hiring, Management, Human Resources, New Hire Orientations, College Recruiting, Applicant Tracking..., Employee Benefits, Onboarding, Internet Recruiting, HRIS, Workforce Planning, Benefits Administration, Temporary Staffing, Dog Training, Deferred Compensation
Education
Northeastern University
PHR
University of Massachusetts, Amherst
B.A.
Adam Plocki's Morgan Stanley Experience June 2007 - August 2007
Job Sr. Business & Systems Analyst at DataStax
Industry Computer Software
Experience
DataStax August 2015 - Present
DataStax January 2014 - Present
SOASTA, Inc. January 2012 - December 2013
David Powell, Inc. August 2011 - January 2012
Morgan Stanley June 2007 - August 2007
Smith Barney June 2006 - August 2006
Skills
Salesforce.com, PowerPoint, Professional Services, Microsoft Office, SaaS, CRM, Solution Selling, Enterprise Software, Outlook, Customer Service, Microsoft Word, Training, Economics, Data Entry, Time Management, Customer Satisfaction, New Business Development, Excel, Word, Spreadsheets, Spanish, Mac, SFDC Flows ("Flow...
Education
Northern Arizona University
Bachelors of Science, International Economics, emphasis on statistics and regression analysis
University of California, Davis
DataStax August 2015 - Present
DataStax January 2014 - Present
SOASTA, Inc. January 2012 - December 2013
David Powell, Inc. August 2011 - January 2012
Morgan Stanley June 2007 - August 2007
Smith Barney June 2006 - August 2006
Skills
Salesforce.com, PowerPoint, Professional Services, Microsoft Office, SaaS, CRM, Solution Selling, Enterprise Software, Outlook, Customer Service, Microsoft Word, Training, Economics, Data Entry, Time Management, Customer Satisfaction, New Business Development, Excel, Word, Spreadsheets, Spanish, Mac, SFDC Flows ("Flow...
Education
Northern Arizona University
Bachelors of Science, International Economics, emphasis on statistics and regression analysis
University of California, Davis
Dhanan Lathia Dhanan Lathia's Morgan Stanley Experience June 2011 - August 2011
Job Student at Northeastern University
Industry Financial Services
Experience
Capgemini 2015 - 2015
Capgemini 2015 - 2015
GE Aviation January 2013 - June 2013
Wellington Management January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Webster Bank May 2010 - June 2010
Skills
Microsoft Office, LDRPS
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
London School of Economics and Political Science 2013 — 2013
Capgemini 2015 - 2015
Capgemini 2015 - 2015
GE Aviation January 2013 - June 2013
Wellington Management January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Webster Bank May 2010 - June 2010
Skills
Microsoft Office, LDRPS
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
London School of Economics and Political Science 2013 — 2013
Drew Pickul's Morgan Stanley Experience July 2012 - December 2012
Job Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank January 2015 - Present
Grant Thornton LLP July 2013 - December 2014
Morgan Stanley July 2012 - December 2012
GMO July 2011 - December 2011
Wellington Management June 2010 - January 2011
Education
Northeastern University 2008 — 2013
BSBA, Finance, Economics, International Affairs
North Andover High School 2004 — 2008
Silicon Valley Bank January 2015 - Present
Grant Thornton LLP July 2013 - December 2014
Morgan Stanley July 2012 - December 2012
GMO July 2011 - December 2011
Wellington Management June 2010 - January 2011
Education
Northeastern University 2008 — 2013
BSBA, Finance, Economics, International Affairs
North Andover High School 2004 — 2008
Robert Booker Jr. Robert Booker Jr.'s Morgan Stanley Experience 2003 - 2003
Job Asst. Student Manager at Northern Illinois University
Industry Food & Beverages
Experience
Northern Illinois University, Housing and Dining January 2006 - Present
Morgan Stanley 2003 - 2003
Education
Northern Illinois University 2005 — 2010
Northern Illinois University
Bachelor of Science, Marketing; Interactive Marketing
Northern Illinois University, Housing and Dining January 2006 - Present
Morgan Stanley 2003 - 2003
Education
Northern Illinois University 2005 — 2010
Northern Illinois University
Bachelor of Science, Marketing; Interactive Marketing
Luann Becker's Morgan Stanley Experience May 2006 - March 2009
Job Reg Sr CSA at UBS Financial Services
Industry Financial Services
Experience
Morgan Stanley May 2006 - March 2009
PNC Investments January 2003 - May 2006
Education
Northern Kentucky University 1988 — 1995
Associate of Business, Business Administration and Management, General
Morgan Stanley May 2006 - March 2009
PNC Investments January 2003 - May 2006
Education
Northern Kentucky University 1988 — 1995
Associate of Business, Business Administration and Management, General
John Abrams, CFP®, ChFC®, ADPA® John Abrams, CFP®, ChFC®, ADPA®'s Morgan Stanley Experience January 2002 - 2005
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley January 2002 - 2005
Merrill Lynch May 1998 - December 2001
Skills
Financial Services, Asset Allocation, Retirement Planning, Securities, Equities, Insurance, 401k Rollovers, Portfolio Management, Investments, Investment Management, Alternative Investments, stock analysis, Bonds, Fixed Annuities, Wealth Management..., Stock Valuation, Relationship Management, 401k, Estate Financial...
Education
Northern Illinois University
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley January 2002 - 2005
Merrill Lynch May 1998 - December 2001
Skills
Financial Services, Asset Allocation, Retirement Planning, Securities, Equities, Insurance, 401k Rollovers, Portfolio Management, Investments, Investment Management, Alternative Investments, stock analysis, Bonds, Fixed Annuities, Wealth Management..., Stock Valuation, Relationship Management, 401k, Estate Financial...
Education
Northern Illinois University
Bachelor of Arts (B.A.)
David Oster David Oster's Morgan Stanley Experience July 2011 - November 2011
Job Personal Banker 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Advisors April 2014 - May 2014
Aerotek November 2012 - April 2013
Nesco Resource October 2012 - November 2012
Morgan Stanley July 2011 - November 2011
E*TRADE Financial January 2008 - June 2011
Discover Product ServicesDiscover Financial Services, Inc December 2005 - January 2008
Everwood Utah, Incorporated May 2005 - October 2005
Convergys December 2003 - May 2005
Skills
Mutual Funds, Banking, Stocks, Employee Stock Options, Restricted Stock, Variable Annuities, ESPP, Credit Cards, ETFs, Options, Index Options
Education
Salt Lake Community College 2006 — 2007
Accounting and Finance
Salt Lake Community College 2005 — 2006
Nursing
Northern Arizona University 2001 — 2002
Mechanical Engineering
Park City High 1997 — 2001
Diploma
Wells Fargo May 2014 - Present
Wells Fargo Advisors April 2014 - May 2014
Aerotek November 2012 - April 2013
Nesco Resource October 2012 - November 2012
Morgan Stanley July 2011 - November 2011
E*TRADE Financial January 2008 - June 2011
Discover Product ServicesDiscover Financial Services, Inc December 2005 - January 2008
Everwood Utah, Incorporated May 2005 - October 2005
Convergys December 2003 - May 2005
Skills
Mutual Funds, Banking, Stocks, Employee Stock Options, Restricted Stock, Variable Annuities, ESPP, Credit Cards, ETFs, Options, Index Options
Education
Salt Lake Community College 2006 — 2007
Accounting and Finance
Salt Lake Community College 2005 — 2006
Nursing
Northern Arizona University 2001 — 2002
Mechanical Engineering
Park City High 1997 — 2001
Diploma
Dawn Vaccaro, PMP Dawn Vaccaro, PMP's Morgan Stanley Experience October 2005 - June 2006
Job Manager Project Management at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Hospital & Health Care
Experience
Blue Cross and Blue Shield of TX March 2007 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2007 - Present
Health Care Service Corporation 2007 - Present
Morgan Stanley October 2005 - June 2006
Discover June 2004 - October 2005
Discover Financial Services 2004 - 2005
Kemper Insurance July 1995 - April 2003
Caremark January 1990 - June 1993
Baxter June 1983 - March 1990
Skills
SDLC, PMP, PMO, Project Portfolio..., Oracle, DB2, Vendor Management, Visio, MS Project, Integration, Program Management, Business Analysis, Software Project..., Project Planning, Requirements Gathering, Requirements Analysis, IT Strategy, Management
Education
Northern Illinois University 1980 — 1983
BA, Computer Science
Blue Cross and Blue Shield of TX March 2007 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2007 - Present
Health Care Service Corporation 2007 - Present
Morgan Stanley October 2005 - June 2006
Discover June 2004 - October 2005
Discover Financial Services 2004 - 2005
Kemper Insurance July 1995 - April 2003
Caremark January 1990 - June 1993
Baxter June 1983 - March 1990
Skills
SDLC, PMP, PMO, Project Portfolio..., Oracle, DB2, Vendor Management, Visio, MS Project, Integration, Program Management, Business Analysis, Software Project..., Project Planning, Requirements Gathering, Requirements Analysis, IT Strategy, Management
Education
Northern Illinois University 1980 — 1983
BA, Computer Science
Benjamin Beck, CFP®'s Morgan Stanley Experience December 2004 - September 2005
Job Managing Partner and Chief Investment Officer at Beck Bode Wealth Management, LLC
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC February 2013 - Present
Merrill Lynch December 2005 - February 2013
Morgan Stanley December 2004 - September 2005
Northeast Aces April 2004 - July 2004
Brockton Rox July 2002 - September 2002
Skills
Wealth Management, Investments, Series 7, Securities, Asset Management, Portfolio Management, Equities, 401k, Asset Allocation, Financial Planning, FINRA DISPUTE...
Education
Northeastern University 1997 — 2002
B.S., Criminal Justice
South Portland High School 1993 — 1997
Beck Bode Wealth Management, LLC February 2013 - Present
Merrill Lynch December 2005 - February 2013
Morgan Stanley December 2004 - September 2005
Northeast Aces April 2004 - July 2004
Brockton Rox July 2002 - September 2002
Skills
Wealth Management, Investments, Series 7, Securities, Asset Management, Portfolio Management, Equities, 401k, Asset Allocation, Financial Planning, FINRA DISPUTE...
Education
Northeastern University 1997 — 2002
B.S., Criminal Justice
South Portland High School 1993 — 1997
Stephanie Kifowit Stephanie Kifowit's Morgan Stanley Experience March 2000 - October 2003
Job Representative for the 84th District at State of Illinois
Industry Political Organization
Experience
State of Illinois January 2013 - Present
City of Aurora April 2003 - November 2012
Morgan Stanley March 2000 - October 2003
United States Marine Corps 1990 - 1994
Skills
Community Outreach, Non-profits, Leadership, Grant Writing, Government, Public Speaking, Fundraising, Budgets
Education
Northern Illinois University 1994 — 1997
MPA
State of Illinois January 2013 - Present
City of Aurora April 2003 - November 2012
Morgan Stanley March 2000 - October 2003
United States Marine Corps 1990 - 1994
Skills
Community Outreach, Non-profits, Leadership, Grant Writing, Government, Public Speaking, Fundraising, Budgets
Education
Northern Illinois University 1994 — 1997
MPA
Stephanie Kifowit Stephanie Kifowit's Morgan Stanley Experience January 2000 - November 2002
Job IL State Representative 84th District
Industry Government Relations
Experience
State of Illinois January 2013 - Present
City of Aurora April 2003 - November 2012
Morgan Stanley January 2000 - November 2002
Bank One 1997 - 2000
United States Marine Corps 1990 - 1994
Education
Northern Illinois University 1998 — 2003
MPA
State of Illinois January 2013 - Present
City of Aurora April 2003 - November 2012
Morgan Stanley January 2000 - November 2002
Bank One 1997 - 2000
United States Marine Corps 1990 - 1994
Education
Northern Illinois University 1998 — 2003
MPA
William Matz William Matz's Morgan Stanley Experience June 2003 - April 2008
Job Core Technical Engineer Support Desk Manager at Spencer Stuart
Industry Computer Hardware
Experience
Spencer Stuart July 2010 - Present
Twisted Pair Technologies April 2008 - June 2010
Morgan Stanley June 2003 - April 2008
JPMorgan Chase May 2001 - June 2003
Skills
Servers, Active Directory, VMware, Windows Server, WAN, Microsoft Exchange, SCCM, Group Policy, Blackberry Enterprise..., Hardware, Networking, Citrix, Antivirus, Windows, Printers, Mobile Devices, Netbackup, Computer Network..., Management, QoS, Avaya, Account Management
Education
Northern Illinois University 1995 — 2000
Spencer Stuart July 2010 - Present
Twisted Pair Technologies April 2008 - June 2010
Morgan Stanley June 2003 - April 2008
JPMorgan Chase May 2001 - June 2003
Skills
Servers, Active Directory, VMware, Windows Server, WAN, Microsoft Exchange, SCCM, Group Policy, Blackberry Enterprise..., Hardware, Networking, Citrix, Antivirus, Windows, Printers, Mobile Devices, Netbackup, Computer Network..., Management, QoS, Avaya, Account Management
Education
Northern Illinois University 1995 — 2000
Brandon Ali Brandon Ali's Morgan Stanley Experience June 2008 - December 2008
Job Marketing and Investor Relations Associate
Industry Financial Services
Experience
Indus Capital April 2012 - Present
JP Morgan March 2010 - April 2012
Morgan Stanley June 2008 - December 2008
Morgan Stanley June 2008 - December 2008
Morgan Stanley July 2007 - December 2007
Best Buy May 2005 - July 2007
John Hancock July 2006 - December 2006
Rosencranz and Associates May 2005 - September 2005
Teradyne May 2004 - September 2004
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Sales, Strategy
Education
Northeastern University 2004 — 2009
OA
Indus Capital April 2012 - Present
JP Morgan March 2010 - April 2012
Morgan Stanley June 2008 - December 2008
Morgan Stanley June 2008 - December 2008
Morgan Stanley July 2007 - December 2007
Best Buy May 2005 - July 2007
John Hancock July 2006 - December 2006
Rosencranz and Associates May 2005 - September 2005
Teradyne May 2004 - September 2004
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Sales, Strategy
Education
Northeastern University 2004 — 2009
OA
Matt Eaton's Morgan Stanley Experience July 2007 - December 2007
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Gemini Investors August 2014 - Present
Polaris Partners October 2013 - August 2014
NXT Capital January 2013 - September 2013
NXT Capital October 2011 - January 2013
Velocity Financial Group September 2010 - October 2011
Velocity Financial Group July 2008 - September 2010
Northeastern University 2005 - 2009
Velocity Financial Group July 2008 - December 2008
Morgan Stanley July 2007 - December 2007
UBS August 2006 - December 2006
Skills
Business Development, Venture Capital, Networking, Financial Modeling, Market Research, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Valuation, Finance, Investments, Competitive Analysis, Strategy, Forecasting
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance & Accounting, 3.96/4.0
Westford Academy
Gemini Investors August 2014 - Present
Polaris Partners October 2013 - August 2014
NXT Capital January 2013 - September 2013
NXT Capital October 2011 - January 2013
Velocity Financial Group September 2010 - October 2011
Velocity Financial Group July 2008 - September 2010
Northeastern University 2005 - 2009
Velocity Financial Group July 2008 - December 2008
Morgan Stanley July 2007 - December 2007
UBS August 2006 - December 2006
Skills
Business Development, Venture Capital, Networking, Financial Modeling, Market Research, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Valuation, Finance, Investments, Competitive Analysis, Strategy, Forecasting
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance & Accounting, 3.96/4.0
Westford Academy
Barbara Hourihan Barbara Hourihan's Morgan Stanley Experience 1993 - Present
Job Senior V.P. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1993 - Present
Investment Advisor 1992 - Present
Morgan Stanley 1992 - Present
Hambrecht & Quist 1987 - 1993
Skills
38 years Investment..., Financial Analysis, Risk Management
Education
Northern Illinois University 1967 — 1971
Bachelor of Science (B.S.), Education
Morgan Stanley 1993 - Present
Investment Advisor 1992 - Present
Morgan Stanley 1992 - Present
Hambrecht & Quist 1987 - 1993
Skills
38 years Investment..., Financial Analysis, Risk Management
Education
Northern Illinois University 1967 — 1971
Bachelor of Science (B.S.), Education
Dennis Alonzo Dennis Alonzo's Morgan Stanley Experience April 2012 - Present
Job Loan Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Morgan Stanley April 2012 - Present
USAA September 2007 - February 2010
Skills
Mortgage Lending, Investments, Loans, Loan Origination, Mortgage Banking, Portfolio Management, Banking, Financial Services, Credit, Financial Modeling, Residential Mortgages, Equities, Valuation, Finance, Financial Analysis
Education
University of Melbourne 1996 — 1998
Master of Business Administration (M.B.A.), Social Sciences
Northern Arizona University 1988 — 1993
Bachelor of Business Administration (B.B.A.), Social Sciences
Morgan Stanley April 2012 - Present
Morgan Stanley April 2012 - Present
USAA September 2007 - February 2010
Skills
Mortgage Lending, Investments, Loans, Loan Origination, Mortgage Banking, Portfolio Management, Banking, Financial Services, Credit, Financial Modeling, Residential Mortgages, Equities, Valuation, Finance, Financial Analysis
Education
University of Melbourne 1996 — 1998
Master of Business Administration (M.B.A.), Social Sciences
Northern Arizona University 1988 — 1993
Bachelor of Business Administration (B.B.A.), Social Sciences
Gerald Scott's Morgan Stanley Experience 1983 - 1987
Job Owner at Stowe Mountain Ranch Yoga Retreat Center
Industry Financial Services
Experience
Stowe Mountain Ranch Yoga Retreat Center June 2012 - Present
The Wall Street Forum September 1989 - August 2014
Boston University September 1991 - April 2013
Norwich University 2008 - 2010
US Army Reserve May 1980 - May 2005
Morgan Stanley 1983 - 1987
Skills
Public Speaking, Fundraising, Research, Nonprofits, Strategic Planning, Social Media
Education
Northeastern University
Masters in Public Administration, Public Policy
Westfield State University
BA
Stowe Mountain Ranch Yoga Retreat Center June 2012 - Present
The Wall Street Forum September 1989 - August 2014
Boston University September 1991 - April 2013
Norwich University 2008 - 2010
US Army Reserve May 1980 - May 2005
Morgan Stanley 1983 - 1987
Skills
Public Speaking, Fundraising, Research, Nonprofits, Strategic Planning, Social Media
Education
Northeastern University
Masters in Public Administration, Public Policy
Westfield State University
BA
Katrina Tringa Katrina Tringa's Morgan Stanley Experience March 2015 - August 2015
Job Senior Financial Analyst
Industry Financial Services
Experience
Johnson & Johnson August 2015 - Present
Morgan Stanley March 2015 - August 2015
Morgan Stanley June 2013 - March 2015
Morgan Stanley July 2012 - December 2012
BNY Mellon June 2011 - April 2012
State Street January 2011 - August 2011
BNY Mellon June 2010 - August 2010
Stella McCartney June 2009 - August 2009
Skills
Data Analysis, Market Research, Microsoft Excel, Financial Research, Product Marketing, PowerPoint, Microsoft Word, Access, Sales, Public Relations, Marketing, Research, Bloomberg, Economics, Microsoft Office, Social Media, Capital Markets, Finance, Financial Analysis, Public Speaking
Education
Northeastern University 2008 — 2013
Bachelor of Arts, Economics & International Affairs Dual Major
Johnson & Johnson August 2015 - Present
Morgan Stanley March 2015 - August 2015
Morgan Stanley June 2013 - March 2015
Morgan Stanley July 2012 - December 2012
BNY Mellon June 2011 - April 2012
State Street January 2011 - August 2011
BNY Mellon June 2010 - August 2010
Stella McCartney June 2009 - August 2009
Skills
Data Analysis, Market Research, Microsoft Excel, Financial Research, Product Marketing, PowerPoint, Microsoft Word, Access, Sales, Public Relations, Marketing, Research, Bloomberg, Economics, Microsoft Office, Social Media, Capital Markets, Finance, Financial Analysis, Public Speaking
Education
Northeastern University 2008 — 2013
Bachelor of Arts, Economics & International Affairs Dual Major
Adam Sawyer Adam Sawyer's Morgan Stanley Experience January 1998 - January 2001
Job Consultant at StormSource Software LLC
Industry Internet
Experience
StormSource January 2012 - Present
Intuit Payment Solutions January 2008 - December 2011
Quicken Loans Inc February 2006 - June 2008
2005 Automotive Investment Group September 2002 - December 2005
Morgan Stanley January 1998 - January 2001
Skills
Series 7, 66, 31, SaaS, Banking, MySQL, Troubleshooting, Sales, Training, E-commerce, Cloud Computing, Integration, Loans, Data Center, Sales Operations
Education
Northern Arizona University
Bachelors in Liberal Arts, International Affairs with Psychology and Spanish
StormSource January 2012 - Present
Intuit Payment Solutions January 2008 - December 2011
Quicken Loans Inc February 2006 - June 2008
2005 Automotive Investment Group September 2002 - December 2005
Morgan Stanley January 1998 - January 2001
Skills
Series 7, 66, 31, SaaS, Banking, MySQL, Troubleshooting, Sales, Training, E-commerce, Cloud Computing, Integration, Loans, Data Center, Sales Operations
Education
Northern Arizona University
Bachelors in Liberal Arts, International Affairs with Psychology and Spanish
Niraj Kudalkar Niraj Kudalkar's Morgan Stanley Experience September 2013 - Present
Job Business Analysis | Product Strategy & Management
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
Charles River Development May 2012 - September 2013
Fidelity Investments July 2009 - April 2012
Thomson Reuters June 2008 - August 2008
EMC May 2007 - December 2007
Skills
Business Analysis, Data Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, Requirements Gathering, Requirements..., User Acceptance Testing, System Integration..., Netezza, Informatica, UML, Visio, Business Process..., Business Objects, C++, Agile, BPMN, SQL, User Interface Design, Perl, Product Management, Functional..., Business Case, Business Requirements, C#, ETL, SharePoint, Charles River IMS, Agile Methodologies, SDLC, Systems Analysis, Managed Services
Education
Northeastern University 2006 — 2009
Master of Science (M.S.), Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.), Information Technology
Morgan Stanley September 2013 - Present
Charles River Development May 2012 - September 2013
Fidelity Investments July 2009 - April 2012
Thomson Reuters June 2008 - August 2008
EMC May 2007 - December 2007
Skills
Business Analysis, Data Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, Requirements Gathering, Requirements..., User Acceptance Testing, System Integration..., Netezza, Informatica, UML, Visio, Business Process..., Business Objects, C++, Agile, BPMN, SQL, User Interface Design, Perl, Product Management, Functional..., Business Case, Business Requirements, C#, ETL, SharePoint, Charles River IMS, Agile Methodologies, SDLC, Systems Analysis, Managed Services
Education
Northeastern University 2006 — 2009
Master of Science (M.S.), Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.), Information Technology
Sam Landsberg's Morgan Stanley Experience August 2015 - Present
Job Healthcare Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - August 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - October 2011
Goldman Sachs January 2010 - July 2010
Wellington Management January 2009 - June 2009
UBS June 2008 - August 2008
Education
Northeastern University 2007 — 2011
BS, Finance and Insurance
Newton North High School 2003 — 2007
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - August 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - October 2011
Goldman Sachs January 2010 - July 2010
Wellington Management January 2009 - June 2009
UBS June 2008 - August 2008
Education
Northeastern University 2007 — 2011
BS, Finance and Insurance
Newton North High School 2003 — 2007
Becky Clark Becky Clark's Morgan Stanley Experience May 2000 - May 2004
Job Application Architect at ConfigureOne
Industry Computer Software
Experience
Configure One April 2013 - Present
AgileTek January 2012 - March 2013
Redbox April 2012 - October 2012
Geneca November 2009 - January 2012
Pampered Chef September 2008 - November 2009
Maritz Research October 2006 - August 2008
AgileTek June 2004 - October 2006
Morgan Stanley May 2000 - May 2004
Geneer May 1996 - May 2000
Skills
Manufacturing, Insurance, Aviation, Entertainment, Agile Methodologies, SDLC, TDD, Test Driven Development, Java, C#, Programming, Web Development, Web Services, Service Oriented..., Spring, MVC Architecture, Eclipse, Maven, Ant, Tortoise SVN, CVS, .NET, Visual Studio, WCF, ASP.NET MVC, Team Foundation Server, WPF Development, XAML, JavaScript, VBScript, CSS, AJAX, jQuery, XML, Microsoft SQL Server, Oracle 9i, Web Applications, Visual Basic, Oracle, Hibernate, Tomcat
Education
Roosevelt University 1998 — 2003
Masters, Business
Northern Illinois University 1992 — 1996
BS, Computer Science
Configure One April 2013 - Present
AgileTek January 2012 - March 2013
Redbox April 2012 - October 2012
Geneca November 2009 - January 2012
Pampered Chef September 2008 - November 2009
Maritz Research October 2006 - August 2008
AgileTek June 2004 - October 2006
Morgan Stanley May 2000 - May 2004
Geneer May 1996 - May 2000
Skills
Manufacturing, Insurance, Aviation, Entertainment, Agile Methodologies, SDLC, TDD, Test Driven Development, Java, C#, Programming, Web Development, Web Services, Service Oriented..., Spring, MVC Architecture, Eclipse, Maven, Ant, Tortoise SVN, CVS, .NET, Visual Studio, WCF, ASP.NET MVC, Team Foundation Server, WPF Development, XAML, JavaScript, VBScript, CSS, AJAX, jQuery, XML, Microsoft SQL Server, Oracle 9i, Web Applications, Visual Basic, Oracle, Hibernate, Tomcat
Education
Roosevelt University 1998 — 2003
Masters, Business
Northern Illinois University 1992 — 1996
BS, Computer Science
Bernie Czerwinski Bernie Czerwinski's Morgan Stanley Experience 2000 - 2004
Job General Partner, Northport Private Equity
Industry Venture Capital & Private Equity
Experience
Northport Private Equity April 2004 - Present
Morgan Stanley 2000 - 2004
Skills
Private Equity, Business Strategy, Auditing, Executive Management, Portfolio Management, Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Finance, Venture Capital, Strategy, Equities
Education
Northern Illinois University 1995 — 1998
Accountancy
Northport Private Equity April 2004 - Present
Morgan Stanley 2000 - 2004
Skills
Private Equity, Business Strategy, Auditing, Executive Management, Portfolio Management, Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Finance, Venture Capital, Strategy, Equities
Education
Northern Illinois University 1995 — 1998
Accountancy
John P. Causey, IV John P. Causey, IV's Morgan Stanley Experience 2009 - 2012
Job Managing Director, C15 Investments & Advisory
Industry Financial Services
Experience
C15 Investments & Advisory, LLC 2015 - Present
Africa Investment and Financial Consulting 2012 - 2015
Morgan Stanley 2009 - 2012
Cincinnati State College 2008 - 2009
Peace Corps 2002 - 2003
Skills
Financial Analysis, Leadership, Financial Modeling, Investments, Strategic Planning, Data Analysis, Strategy, Public Speaking, Research, Valuation, Program Management, Finance, Portfolio Management, Corporate Finance, Emerging Markets, Relationship Management, Venture Capital, Risk Management, Marketing, Training, Mergers & Acquisitions, International Business
Education
University of Cape Town
Masters, Financial Management
Northern Kentucky University—Salmon P. Chase College of Law
Juris Doctor & MBA, International Business, Trade, and Tax Law
University of Louisville
Bachelor's degree, Psychology
C15 Investments & Advisory, LLC 2015 - Present
Africa Investment and Financial Consulting 2012 - 2015
Morgan Stanley 2009 - 2012
Cincinnati State College 2008 - 2009
Peace Corps 2002 - 2003
Skills
Financial Analysis, Leadership, Financial Modeling, Investments, Strategic Planning, Data Analysis, Strategy, Public Speaking, Research, Valuation, Program Management, Finance, Portfolio Management, Corporate Finance, Emerging Markets, Relationship Management, Venture Capital, Risk Management, Marketing, Training, Mergers & Acquisitions, International Business
Education
University of Cape Town
Masters, Financial Management
Northern Kentucky University—Salmon P. Chase College of Law
Juris Doctor & MBA, International Business, Trade, and Tax Law
University of Louisville
Bachelor's degree, Psychology
John P. Gilbride John P. Gilbride's Morgan Stanley Experience June 2014 - April 2015
Job Director at Purdue Pharma L.P.
Industry Pharmaceuticals
Experience
Purdue Pharma L.P. April 2015 - Present
Morgan Stanley June 2014 - April 2015
Purdue Pharma December 2011 - June 2014
Drug Enforcement Administration April 2005 - September 2011
Drug Enforcement Administration November 2003 - April 2005
Drug Enforcement Administration September 2002 - November 2003
Skills
Private Investigations, Enforcement, Corporate Security, Budget, Criminal Investigations, Executive Protection, Homeland Security, Counterterrorism, Security Management, Physical Security, Emergency Management, Criminal Justice, Police, Firearms, Crisis Management, Surveillance, Investigation, Internal Investigations, Interrogation, Pharmaceutical Industry, Budgets, Counterintelligence, Fraud, Security Operations, Personal Security, Evidence, Security Clearance, Government, Public Safety, Security, Background Checks, Intelligence Analysis, Intelligence, Protection, Crime Prevention, Criminal Law, Tactics, Field Training, Policy, Patrol, Security Training, Law Enforcement..., Risk Assessment, Workplace Violence, Security Audits, National Security, Investigative Reporting, Personal Protection, Federal Law, Interviews
Education
Seton Hall University 1999 — 2001
MA, Human Resource Training and Development
Northeastern University 1977 — 1982
BS, Criminal Justice
Purdue Pharma L.P. April 2015 - Present
Morgan Stanley June 2014 - April 2015
Purdue Pharma December 2011 - June 2014
Drug Enforcement Administration April 2005 - September 2011
Drug Enforcement Administration November 2003 - April 2005
Drug Enforcement Administration September 2002 - November 2003
Skills
Private Investigations, Enforcement, Corporate Security, Budget, Criminal Investigations, Executive Protection, Homeland Security, Counterterrorism, Security Management, Physical Security, Emergency Management, Criminal Justice, Police, Firearms, Crisis Management, Surveillance, Investigation, Internal Investigations, Interrogation, Pharmaceutical Industry, Budgets, Counterintelligence, Fraud, Security Operations, Personal Security, Evidence, Security Clearance, Government, Public Safety, Security, Background Checks, Intelligence Analysis, Intelligence, Protection, Crime Prevention, Criminal Law, Tactics, Field Training, Policy, Patrol, Security Training, Law Enforcement..., Risk Assessment, Workplace Violence, Security Audits, National Security, Investigative Reporting, Personal Protection, Federal Law, Interviews
Education
Seton Hall University 1999 — 2001
MA, Human Resource Training and Development
Northeastern University 1977 — 1982
BS, Criminal Justice
Tony Tomei Tony Tomei's Morgan Stanley Experience April 2000 - July 2001
Job Account Manager at Voss Equipment, Inc
Industry Machinery
Experience
VOSS EQUIPMENT INC May 2013 - Present
USA Debt Professionals March 2009 - May 2012
Mobile Wash and Detial March 2007 - March 2012
Wells Fargo April 2004 - July 2007
Equity Plus Mortgage July 2002 - March 2004
Morgan Stanley April 2000 - July 2001
Skills
Tax Preparation, Bookkeeping, Income Tax, Tax Returns, QuickBooks, Accounting, Sales Tax, S Corporations, Payroll Taxes, Cash Management, Business Development, Banking, Credit, Finance, Budgets, Customer Service, Strategic Financial..., Microsoft Excel, Sales
Education
Northern Illinois University 1997 — 2000
Bachelor’s Degree, Finance and Financial Management Services, 3.4 GPA
VOSS EQUIPMENT INC May 2013 - Present
USA Debt Professionals March 2009 - May 2012
Mobile Wash and Detial March 2007 - March 2012
Wells Fargo April 2004 - July 2007
Equity Plus Mortgage July 2002 - March 2004
Morgan Stanley April 2000 - July 2001
Skills
Tax Preparation, Bookkeeping, Income Tax, Tax Returns, QuickBooks, Accounting, Sales Tax, S Corporations, Payroll Taxes, Cash Management, Business Development, Banking, Credit, Finance, Budgets, Customer Service, Strategic Financial..., Microsoft Excel, Sales
Education
Northern Illinois University 1997 — 2000
Bachelor’s Degree, Finance and Financial Management Services, 3.4 GPA
Robert Lynn Robert Lynn's Morgan Stanley Experience June 2006 - May 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
Morgan Stanley June 2006 - May 2011
Merrill Lynch January 2005 - July 2005
Hellman, Jordan January 2004 - July 2004
Columbia Management January 2003 - July 2003
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management
Northeastern University 2001 — 2006
BS, Finance and MIS
Goldman Sachs May 2011 - Present
Morgan Stanley June 2006 - May 2011
Merrill Lynch January 2005 - July 2005
Hellman, Jordan January 2004 - July 2004
Columbia Management January 2003 - July 2003
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management
Northeastern University 2001 — 2006
BS, Finance and MIS
Deborah Segalla Deborah Segalla's Morgan Stanley Experience March 2006 - July 2006
Job Retail Import Account Coordinator at Cool Gear International
Industry Consumer Goods
Experience
Cool Gear International September 2014 - Present
Handsome Hounds LLC June 2008 - Present
Specialty Care LLC March 2013 - March 2015
Plymouth & South Shore Association of REALTORS® February 2010 - September 2014
IntraSystems, Inc March 2007 - May 2008
Morgan Stanley March 2006 - July 2006
Duxbury Bay Maritime School March 2001 - September 2003
Brown-Forman Beverage Co May 1988 - January 1992
Skills
Marketing Strategy, Branding, Marketing Communications, Vendor Management, Trade Shows, Customer Service, Account Management, Operations, Manufacturing, Event Planning, Product Development, Training, SEO, Lead Generation, Email Marketing, Social Media, Business Development, Management
Education
Northeastern University 1980 — 1985
Business, Marketing
Cool Gear International September 2014 - Present
Handsome Hounds LLC June 2008 - Present
Specialty Care LLC March 2013 - March 2015
Plymouth & South Shore Association of REALTORS® February 2010 - September 2014
IntraSystems, Inc March 2007 - May 2008
Morgan Stanley March 2006 - July 2006
Duxbury Bay Maritime School March 2001 - September 2003
Brown-Forman Beverage Co May 1988 - January 1992
Skills
Marketing Strategy, Branding, Marketing Communications, Vendor Management, Trade Shows, Customer Service, Account Management, Operations, Manufacturing, Event Planning, Product Development, Training, SEO, Lead Generation, Email Marketing, Social Media, Business Development, Management
Education
Northeastern University 1980 — 1985
Business, Marketing
Patrick Sells's Morgan Stanley Experience December 2014 - Present
Job Senior Financial Advisor at MORGAN STANLEY
Industry Financial Services
Experience
MORGAN STANLEY December 2014 - Present
Waddell & Reed November 2012 - November 2014
Edward Jones July 2008 - November 2012
Skills
Public Speaking, Customer Service, Leadership, Management, Mutual Funds, Series 7, Investments, Strategic Planning, Sales, Team Building, AAMS, Finance, Financial Services, Retirement, Wealth Management, Portfolio Management, Insurance, Retirement Planning, Marketing
Education
Northern Illinois University
Northern Illinois University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
MORGAN STANLEY December 2014 - Present
Waddell & Reed November 2012 - November 2014
Edward Jones July 2008 - November 2012
Skills
Public Speaking, Customer Service, Leadership, Management, Mutual Funds, Series 7, Investments, Strategic Planning, Sales, Team Building, AAMS, Finance, Financial Services, Retirement, Wealth Management, Portfolio Management, Insurance, Retirement Planning, Marketing
Education
Northern Illinois University
Northern Illinois University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
Brad Lichtenebert Brad Lichtenebert's Morgan Stanley Experience June 2014 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
City of Geneva, Illinois June 2011 - June 2014
Skills
Budgets, Teamwork, Public Speaking, Microsoft Excel, Critical Thinking, Access, Customer Service, Government, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Surveying, GIS, Research
Education
Northern Illinois University 2012 — 2016
Accounting and Economics
Geneva Community High School 2008 — 2012
Morgan Stanley June 2014 - Present
City of Geneva, Illinois June 2011 - June 2014
Skills
Budgets, Teamwork, Public Speaking, Microsoft Excel, Critical Thinking, Access, Customer Service, Government, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Surveying, GIS, Research
Education
Northern Illinois University 2012 — 2016
Accounting and Economics
Geneva Community High School 2008 — 2012
Anthony Chandler Anthony Chandler's Morgan Stanley Experience July 2013 - December 2013
Job Analyst at Barclays
Industry Investment Banking
Experience
Credit Suisse July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word, PowerPoint, Building Relationships, Customer Service, Capital IQ
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8
Saint John's High School 2006 — 2010
High School Diploma
Credit Suisse July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word, PowerPoint, Building Relationships, Customer Service, Capital IQ
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8
Saint John's High School 2006 — 2010
High School Diploma
Bogen Velarde Bogen Velarde's Morgan Stanley Experience December 2013 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Colebrooke Capital October 2011 - April 2012
Alpha Capital Holdings August 2011 - November 2011
Skills
Private Equity, Venture Capital, Investment Banking, Excel, Equities, PowerPoint, Mergers, Corporate Finance, Valuation, Structured Finance, Financial Modeling, Securities, Investments, Due Diligence, Financial Analysis, Funding, Corporate Governance, Word, Banking, Investors, Management Consulting
Education
Northeastern University 2004 — 2008
B.S.
New York University 2011 — 2012
Certificate
Saint Thomas High School 2002 — 2004
High School Diploma
Instituto Cumbres 1999 — 2002
Middle School
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Colebrooke Capital October 2011 - April 2012
Alpha Capital Holdings August 2011 - November 2011
Skills
Private Equity, Venture Capital, Investment Banking, Excel, Equities, PowerPoint, Mergers, Corporate Finance, Valuation, Structured Finance, Financial Modeling, Securities, Investments, Due Diligence, Financial Analysis, Funding, Corporate Governance, Word, Banking, Investors, Management Consulting
Education
Northeastern University 2004 — 2008
B.S.
New York University 2011 — 2012
Certificate
Saint Thomas High School 2002 — 2004
High School Diploma
Instituto Cumbres 1999 — 2002
Middle School
Gabe Yanoff Gabe Yanoff's Morgan Stanley Experience July 2015 - Present
Job Prime Brokerage Capital Introductions Analyst Coop at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Spinnaker Capital LLC June 2014 - January 2015
Brand Allure, Inc. May 2012 - May 2014
Global Atlantic Financial Group Limited July 2013 - December 2013
At Your Service Staffing May 2012 - June 2013
Curry Student Center September 2011 - June 2013
Longfellow Sports Club June 2008 - August 2012
Below the Belt Inc. September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Access, Google Docs, Facebook, Customer Service, Marketing, Social Media, Public Speaking, Microsoft Word, Teamwork, Event Planning, Social Networking, Time Management, Social Media Marketing, Market Research, Customer Satisfaction, Microsoft Office
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Marketing
Wayland High School 2007 — 2011
Diploma
Morgan Stanley July 2015 - Present
Spinnaker Capital LLC June 2014 - January 2015
Brand Allure, Inc. May 2012 - May 2014
Global Atlantic Financial Group Limited July 2013 - December 2013
At Your Service Staffing May 2012 - June 2013
Curry Student Center September 2011 - June 2013
Longfellow Sports Club June 2008 - August 2012
Below the Belt Inc. September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Access, Google Docs, Facebook, Customer Service, Marketing, Social Media, Public Speaking, Microsoft Word, Teamwork, Event Planning, Social Networking, Time Management, Social Media Marketing, Market Research, Customer Satisfaction, Microsoft Office
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Marketing
Wayland High School 2007 — 2011
Diploma
Lora O'Bryan's Morgan Stanley Experience 2000 - 2002
Job Marketing Manager
Industry Marketing and Advertising
Experience
Fifth Third Bank April 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Project Management, Marketing Strategy, Sponsorship, Market Planning, Marketing, Product Marketing, Digital Marketing, Marketing Communications, B2B Marketing, Relationship Marketing, Strategic Planning, Strategic Communications, Creative Direction, Advertising, Sales, Budgets, Sales Management, Leadership, Retail, Strategy, Lead Generation, Online Advertising, Direct Mail, Marketing Management, Integrated Marketing, Event Planning, Management, Banking
Education
Northern Kentucky University 1995 — 1999
Business Administration, Marketing
Fifth Third Bank April 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Project Management, Marketing Strategy, Sponsorship, Market Planning, Marketing, Product Marketing, Digital Marketing, Marketing Communications, B2B Marketing, Relationship Marketing, Strategic Planning, Strategic Communications, Creative Direction, Advertising, Sales, Budgets, Sales Management, Leadership, Retail, Strategy, Lead Generation, Online Advertising, Direct Mail, Marketing Management, Integrated Marketing, Event Planning, Management, Banking
Education
Northern Kentucky University 1995 — 1999
Business Administration, Marketing
Tim Vaughn Tim Vaughn's Morgan Stanley Experience 1999 - 2002
Job Experienced Derivatives Product Control Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
Christy Capriccio, CFA Christy Capriccio, CFA's Morgan Stanley Experience January 2007 - August 2007
Job Assistant Vice President & Marketing Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2012 - Present
Wellington Management June 2009 - July 2012
Goldman Sachs January 2008 - December 2008
Morgan Stanley January 2007 - August 2007
Ernst & Young January 2006 - June 2006
Skills
Proficient in MS Excel, Proficient in MS Access, Crystal Reports, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Variance Analysis, Valuation, Equities, Account Reconciliation, Financial Statement..., Microsoft Excel, Finance, Investments, Analysis, Due Diligence, Hedge Funds
Education
Northeastern University 2004 — 2009
BSBA, Finance and Accounting
Wellington Management August 2012 - Present
Wellington Management June 2009 - July 2012
Goldman Sachs January 2008 - December 2008
Morgan Stanley January 2007 - August 2007
Ernst & Young January 2006 - June 2006
Skills
Proficient in MS Excel, Proficient in MS Access, Crystal Reports, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Variance Analysis, Valuation, Equities, Account Reconciliation, Financial Statement..., Microsoft Excel, Finance, Investments, Analysis, Due Diligence, Hedge Funds
Education
Northeastern University 2004 — 2009
BSBA, Finance and Accounting
Alex Pischera's Morgan Stanley Experience June 2012 - August 2012
Job Media Analyst at TravelClick
Industry Marketing and Advertising
Experience
TravelClick January 2015 - Present
Adobe July 2013 - December 2013
Morgan Stanley June 2012 - August 2012
Food Should Taste Good January 2012 - June 2012
Skills
Data Analysis, Microsoft Office, Sales, Microsoft Excel, Marketing, SEM, Search Advertising, Social Media Marketing, Product Marketing, Market Research, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Marketing/Finance
TravelClick January 2015 - Present
Adobe July 2013 - December 2013
Morgan Stanley June 2012 - August 2012
Food Should Taste Good January 2012 - June 2012
Skills
Data Analysis, Microsoft Office, Sales, Microsoft Excel, Marketing, SEM, Search Advertising, Social Media Marketing, Product Marketing, Market Research, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Marketing/Finance
Dustin Moniez's Morgan Stanley Experience 2006 - 2007
Job Administrative and Client Service Specialist
Industry Financial Services
Experience
Mariner Wealth Advisors LLC 2011 - 2013
Lazard Capital Markets LLC 2008 - 2009
Morgan Stanley 2006 - 2007
Lehman Brothers Inc 2004 - 2006
Susquehanna Financial Group January 2003 - June 2003
The Gillette Company January 2002 - June 2002
Skills
Customer Service, Operations Management, Project Management, Account Reconciliation, Alternative Investments, Business Process..., Asset Management, Process Control, Salesforce.com, Sales Operations, Customer Experience, Problem Analysis, Problem Management, Team-oriented, Accurate Data Entry, Customer Support, Fixed Income, Securities, Financial Services, Investments, Client, Client Co-ordination, Customer Oriented, Customer Analysis, Reports, Orion, Problem Solving, Collaborative Problem..., Intuition, Project Planning, Marketing Communications
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration; Finance and International Business
Mariner Wealth Advisors LLC 2011 - 2013
Lazard Capital Markets LLC 2008 - 2009
Morgan Stanley 2006 - 2007
Lehman Brothers Inc 2004 - 2006
Susquehanna Financial Group January 2003 - June 2003
The Gillette Company January 2002 - June 2002
Skills
Customer Service, Operations Management, Project Management, Account Reconciliation, Alternative Investments, Business Process..., Asset Management, Process Control, Salesforce.com, Sales Operations, Customer Experience, Problem Analysis, Problem Management, Team-oriented, Accurate Data Entry, Customer Support, Fixed Income, Securities, Financial Services, Investments, Client, Client Co-ordination, Customer Oriented, Customer Analysis, Reports, Orion, Problem Solving, Collaborative Problem..., Intuition, Project Planning, Marketing Communications
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration; Finance and International Business
Jason Urban Jason Urban's Morgan Stanley Experience 1998 - 2003
Job Global Director IT Asset Management Services & Solutions
Industry Information Technology and Services
Experience
Independent Consultant June 2015 - Present
Scalable Software IT Asset Management and IT Cost Optimization Tools June 2014 - June 2015
BMC Software December 2012 - April 2014
Dell January 2011 - September 2012
Linium March 2009 - January 2011
Hewlett-Packard December 2006 - March 2009
Morgan Stanley 1998 - 2003
Skills
IT Asset Management, HP, Life Cycle Assessment, Creative Concept..., Business Optimization, Pre-sales, Service Management, Strategic Roadmaps, Data Center..., Infrastructure..., Business Process..., Integration, Product Development, Professional Services, Management, Software Documentation, Project Management, Leadership, Infrastructure, IT Service Management, Enterprise Software, Vendor Management, Cloud Computing, IT Strategy, IT Management
Education
Northeastern University 1989 — 1993
International Business
Independent Consultant June 2015 - Present
Scalable Software IT Asset Management and IT Cost Optimization Tools June 2014 - June 2015
BMC Software December 2012 - April 2014
Dell January 2011 - September 2012
Linium March 2009 - January 2011
Hewlett-Packard December 2006 - March 2009
Morgan Stanley 1998 - 2003
Skills
IT Asset Management, HP, Life Cycle Assessment, Creative Concept..., Business Optimization, Pre-sales, Service Management, Strategic Roadmaps, Data Center..., Infrastructure..., Business Process..., Integration, Product Development, Professional Services, Management, Software Documentation, Project Management, Leadership, Infrastructure, IT Service Management, Enterprise Software, Vendor Management, Cloud Computing, IT Strategy, IT Management
Education
Northeastern University 1989 — 1993
International Business
Brett Schwartz Brett Schwartz's Morgan Stanley Experience August 2004 - April 2008
Job Seasoned Insurance Professional
Industry Insurance
Experience
The Hotaling Group September 2010 - Present
Morgan Stanley August 2004 - April 2008
Vegas Online August 2001 - January 2003
Skills
Sales Management, Negotiation, Insurance, Long Term Care, Long-term Care, Health Insurance, Disability Insurance, Life Settlements, Term Life Insurance, Universal Life, Personal Finance, Commercial Mortgages, Pharmaceutical Sales
Education
Northeastern University 1996 — 2001
Bachelor of Science, Business with a concentration in Finance and Insurance
The Hotaling Group September 2010 - Present
Morgan Stanley August 2004 - April 2008
Vegas Online August 2001 - January 2003
Skills
Sales Management, Negotiation, Insurance, Long Term Care, Long-term Care, Health Insurance, Disability Insurance, Life Settlements, Term Life Insurance, Universal Life, Personal Finance, Commercial Mortgages, Pharmaceutical Sales
Education
Northeastern University 1996 — 2001
Bachelor of Science, Business with a concentration in Finance and Insurance
Brian Schwalbach, CFP's Morgan Stanley Experience January 2000 - April 2003
Job VicePresident at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2003 - Present
Morgan Stanley January 2000 - April 2003
Skills
Mutual Funds, Series 63, Retirement Planning, Retirement, Financial Analysis, Investment Advisory, 401k, Banking, Asset Managment, Small Business Lending, Commercial Lending, Strategic Planning, Retail Banking, Retirement Plan..., Portfolio Management, Asset Management, Investments, Securities, Strategy, Wealth Management, Finance
Education
Northern Kentucky University 1993 — 1997
BS, Marketing
University of Kentucky 1992 — 1993
Merrill Lynch April 2003 - Present
Morgan Stanley January 2000 - April 2003
Skills
Mutual Funds, Series 63, Retirement Planning, Retirement, Financial Analysis, Investment Advisory, 401k, Banking, Asset Managment, Small Business Lending, Commercial Lending, Strategic Planning, Retail Banking, Retirement Plan..., Portfolio Management, Asset Management, Investments, Securities, Strategy, Wealth Management, Finance
Education
Northern Kentucky University 1993 — 1997
BS, Marketing
University of Kentucky 1992 — 1993
Heather Lane, CSCP Heather Lane, CSCP's Morgan Stanley Experience July 2007 - August 2007
Job Supply Chain Performance Engineer at Caterpillar Inc.
Industry Logistics and Supply Chain
Experience
Caterpillar Inc. July 2015 - Present
Caterpillar Inc. November 2012 - June 2015
Caterpillar Inc. November 2011 - October 2012
Caterpillar Inc. January 2011 - October 2011
Caterpillar Inc. January 2010 - December 2010
Caterpillar Inc. June 2008 - December 2009
Morgan Stanley July 2007 - August 2007
Morgan Stanley December 2006 - January 2007
Skills
Six Sigma, Inventory Management, Microsoft Office, Microsoft Excel, PowerPoint, Access, Microsoft Word, Account Management, AutoCAD, Logistics, Supply Chain Management, Supply Chain, Process Improvement, 3PL, Operations Management, Logistics Management, Continuous Improvement, Forecasting, Leadership, Value Stream Mapping, Management, Warehousing, Warehouse Management, Change Management, Purchasing, Transportation, Cross-functional Team..., 5S, Distribution Center..., Inventory Control, Supply Chain..., Product Development, Lean Manufacturing, SAP, Manufacturing, MRP
Education
Northern Illinois University 2014 — 2015
Master of Business Administration (MBA), Operations Management and Supervision
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Management
Queensland University of Technology 2007 — 2007
Business Management, Business Law, Marketing, Sales
Caterpillar Inc. July 2015 - Present
Caterpillar Inc. November 2012 - June 2015
Caterpillar Inc. November 2011 - October 2012
Caterpillar Inc. January 2011 - October 2011
Caterpillar Inc. January 2010 - December 2010
Caterpillar Inc. June 2008 - December 2009
Morgan Stanley July 2007 - August 2007
Morgan Stanley December 2006 - January 2007
Skills
Six Sigma, Inventory Management, Microsoft Office, Microsoft Excel, PowerPoint, Access, Microsoft Word, Account Management, AutoCAD, Logistics, Supply Chain Management, Supply Chain, Process Improvement, 3PL, Operations Management, Logistics Management, Continuous Improvement, Forecasting, Leadership, Value Stream Mapping, Management, Warehousing, Warehouse Management, Change Management, Purchasing, Transportation, Cross-functional Team..., 5S, Distribution Center..., Inventory Control, Supply Chain..., Product Development, Lean Manufacturing, SAP, Manufacturing, MRP
Education
Northern Illinois University 2014 — 2015
Master of Business Administration (MBA), Operations Management and Supervision
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Management
Queensland University of Technology 2007 — 2007
Business Management, Business Law, Marketing, Sales
Julie Jeffries Julie Jeffries's Morgan Stanley Experience January 2014 - Present
Job Morgan Stanley Payroll Manager
Industry Accounting
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley December 2009 - December 2011
Morgan Stanley July 2008 - December 2009
Hollywood Casino June 2006 - July 2008
Skills
ADP Payroll, ADP ReportSmith, PeopleSoft, Ultipro, Impromptu, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Non-Qualified Deferred..., System Conversion, Oral & Written..., Kronos Timekeeping, Workbrain, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
MAFM
Northern Illinois University 2003 — 2006
Bachelor of Science (BS), Mathematics
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley December 2009 - December 2011
Morgan Stanley July 2008 - December 2009
Hollywood Casino June 2006 - July 2008
Skills
ADP Payroll, ADP ReportSmith, PeopleSoft, Ultipro, Impromptu, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Non-Qualified Deferred..., System Conversion, Oral & Written..., Kronos Timekeeping, Workbrain, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
MAFM
Northern Illinois University 2003 — 2006
Bachelor of Science (BS), Mathematics
Eric Marmoll Eric Marmoll's Morgan Stanley Experience July 1998 - February 2011
Job Tax Director at Deloitte Tax LLP Chicago
Industry Financial Services
Experience
Deloitte Tax LLP April 2012 - Present
FrontPoint Partners December 2006 - February 2012
Morgan Stanley July 1998 - February 2011
Van Kampen Investments July 1998 - December 2009
KPMG July 1995 - July 1998
Square D Company May 1994 - September 1994
Skills
Asset Management Tax, Mutual Funds, Hedge Funds, Private Equity
Education
Northern Illinois University 1994 — 1995
MAS, Accountancy specialization in Taxation
Northern Illinois University 1991 — 1994
BS, Accountancy
Deloitte Tax LLP April 2012 - Present
FrontPoint Partners December 2006 - February 2012
Morgan Stanley July 1998 - February 2011
Van Kampen Investments July 1998 - December 2009
KPMG July 1995 - July 1998
Square D Company May 1994 - September 1994
Skills
Asset Management Tax, Mutual Funds, Hedge Funds, Private Equity
Education
Northern Illinois University 1994 — 1995
MAS, Accountancy specialization in Taxation
Northern Illinois University 1991 — 1994
BS, Accountancy
Steven Stojanowski Steven Stojanowski's Morgan Stanley Experience June 2001 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2001 - Present
Skills
Investment Banking, Trading, Credit, Valuation, Securities, Finance, Financial Modeling, Hedge Funds, Series 7, Fixed Income, Prime Brokerage, Derivatives, Equities, Capital Markets, Loans, Bloomberg, Product Control, Alternative Investments
Education
Northeastern University 1998 — 2001
BS, Business Management & Finance
Morgan Stanley June 2001 - Present
Skills
Investment Banking, Trading, Credit, Valuation, Securities, Finance, Financial Modeling, Hedge Funds, Series 7, Fixed Income, Prime Brokerage, Derivatives, Equities, Capital Markets, Loans, Bloomberg, Product Control, Alternative Investments
Education
Northeastern University 1998 — 2001
BS, Business Management & Finance
Jeffrey Curio Jeffrey Curio's Morgan Stanley Experience January 2005 - January 2012
Job CPWA®, Senior Vice PresidentWealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Morgan Stanley January 2005 - January 2012
Wachovia Securities March 2000 - January 2005
Olde Discount January 1994 - March 2000
Education
The University of Chicago - Booth School of Business 2010 — 2011
CPWA®, Certified Private Wealth Advisor
Northern Illinois University 1989 — 1993
Bachelors of Science, Corporate Communications
UBS January 2012 - Present
Morgan Stanley January 2005 - January 2012
Wachovia Securities March 2000 - January 2005
Olde Discount January 1994 - March 2000
Education
The University of Chicago - Booth School of Business 2010 — 2011
CPWA®, Certified Private Wealth Advisor
Northern Illinois University 1989 — 1993
Bachelors of Science, Corporate Communications
Kimberly Jevic's Morgan Stanley Experience January 2015 - May 2015
Job Server at Ott's Greentop
Industry Financial Services
Experience
Otts On Green June 2015 - Present
Rutgers University August 2014 - Present
Morgan Stanley January 2015 - May 2015
Adinolfi & Lieberman, PA April 2014 - August 2014
'Self-Employed' 2009 - August 2014
Vector Marketing 2012 - 2013
Forever Frogs (Payton Wright Foundation) 2010 - 2013
Skills
Teamwork, Student Development, Organizational..., Leadership, Time Management, Communication, Social Networking, Organization, Critical Thinking, Customer Satisfaction, Public Speaking, Data Entry, Human Resources, Training, Event Planning, Microsoft Word, Social Media, Microsoft Excel, Customer Service, Marketing
Education
Rutgers Business School 2014 — 2017
Business Administration and Management and Psychology
Northeastern University 2013 — 2014
Business
Eastern Regional High School 2009 — 2013
Otts On Green June 2015 - Present
Rutgers University August 2014 - Present
Morgan Stanley January 2015 - May 2015
Adinolfi & Lieberman, PA April 2014 - August 2014
'Self-Employed' 2009 - August 2014
Vector Marketing 2012 - 2013
Forever Frogs (Payton Wright Foundation) 2010 - 2013
Skills
Teamwork, Student Development, Organizational..., Leadership, Time Management, Communication, Social Networking, Organization, Critical Thinking, Customer Satisfaction, Public Speaking, Data Entry, Human Resources, Training, Event Planning, Microsoft Word, Social Media, Microsoft Excel, Customer Service, Marketing
Education
Rutgers Business School 2014 — 2017
Business Administration and Management and Psychology
Northeastern University 2013 — 2014
Business
Eastern Regional High School 2009 — 2013
Timothy C. Finnell's Morgan Stanley Experience January 2015 - July 2015
Job Prime Brokerage Capital Introductions Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - July 2015
Wellington Management January 2014 - July 2014
GE January 2013 - July 2013
Ed Arnold Scrap Processors June 2007 - August 2012
USA Hockey October 2002 - June 2011
Skills
Financial Analysis, Finance
Education
Northeastern University
Finance and Financial Management Services, Senior
Morgan Stanley January 2015 - July 2015
Wellington Management January 2014 - July 2014
GE January 2013 - July 2013
Ed Arnold Scrap Processors June 2007 - August 2012
USA Hockey October 2002 - June 2011
Skills
Financial Analysis, Finance
Education
Northeastern University
Finance and Financial Management Services, Senior
Chase Darlington, MBA Chase Darlington, MBA's Morgan Stanley Experience 2015 - 2015
Job Product Support Technician at United States Air Force
Industry Defense & Space
Experience
Morgan Stanley 2015 - 2015
Green Energy Efficiency Solutions 2014 - 2015
Goldman Sachs 2014 - 2014
Valuation Resource Group 2013 - 2014
Foundry at Rensselaer Polytechnic Institute August 2012 - December 2013
Arizona Central Credit Union 2011 - 2012
Northwestern Mutual Financial Network May 2010 - October 2010
Porto Alegre South Mission August 2007 - August 2009
Sterner and Klein Telecommunications February 2005 - April 2006
Skills
Decisiveness, Team Leadership, Team Motivator, Direct Sales, Interpersonal..., Organizing, Administration, Inspiration, Sales Management, Customer Relations, Business Management, SharePoint, Advertising, Portuguese, Microsoft Office, Martial Arts, Management, Customer Service, Teamwork, Interpersonal..., System Administration, Project Management, Entrepreneurship, Sales, Data Analysis, Market Research, Public Speaking, Start-ups, Leadership, Event Planning, Business Planning, Microsoft Excel, PowerPoint, Analysis, Microsoft Word
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Business Administration (M.B.A.), New Product Development and Commercialization
Northern Arizona University, College of Business Administration 2006 — 2012
BSBA, Management, Marketing
Morgan Stanley 2015 - 2015
Green Energy Efficiency Solutions 2014 - 2015
Goldman Sachs 2014 - 2014
Valuation Resource Group 2013 - 2014
Foundry at Rensselaer Polytechnic Institute August 2012 - December 2013
Arizona Central Credit Union 2011 - 2012
Northwestern Mutual Financial Network May 2010 - October 2010
Porto Alegre South Mission August 2007 - August 2009
Sterner and Klein Telecommunications February 2005 - April 2006
Skills
Decisiveness, Team Leadership, Team Motivator, Direct Sales, Interpersonal..., Organizing, Administration, Inspiration, Sales Management, Customer Relations, Business Management, SharePoint, Advertising, Portuguese, Microsoft Office, Martial Arts, Management, Customer Service, Teamwork, Interpersonal..., System Administration, Project Management, Entrepreneurship, Sales, Data Analysis, Market Research, Public Speaking, Start-ups, Leadership, Event Planning, Business Planning, Microsoft Excel, PowerPoint, Analysis, Microsoft Word
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Business Administration (M.B.A.), New Product Development and Commercialization
Northern Arizona University, College of Business Administration 2006 — 2012
BSBA, Management, Marketing
Sev Dauti, CFP®'s Morgan Stanley Experience March 2001 - August 2010
Job
Industry Financial Services
Experience
UBS August 2010 - Present
Morgan Stanley March 2001 - August 2010
Education
Northeastern University
Pace University-Lubin School of Business for CFP
Completed Certified Financial Planning Requirements
UBS August 2010 - Present
Morgan Stanley March 2001 - August 2010
Education
Northeastern University
Pace University-Lubin School of Business for CFP
Completed Certified Financial Planning Requirements
Subir Kumar's Morgan Stanley Experience August 2010 - Present
Job
Industry Banking
Experience
Morgan Stanley August 2010 - Present
Barclays Capital August 2009 - August 2010
Deloitte Consulting LLP January 2006 - August 2007
Citigroup Private Bank March 2004 - January 2006
Microoptical Corporation June 2002 - January 2004
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Northeastern University 2001 — 2004
M.S., Computer Science
University of Pune 1997 — 2001
B.E., Computer Engineering
Morgan Stanley August 2010 - Present
Barclays Capital August 2009 - August 2010
Deloitte Consulting LLP January 2006 - August 2007
Citigroup Private Bank March 2004 - January 2006
Microoptical Corporation June 2002 - January 2004
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Northeastern University 2001 — 2004
M.S., Computer Science
University of Pune 1997 — 2001
B.E., Computer Engineering
Gwen Shaneyfelt's Morgan Stanley Experience August 1995 - December 2004
Job Sr. Vice President Global Accounting and Taxation
Industry Financial Services
Experience
Franklin Templeton Investments December 2004 - Present
Investment Company Institute September 2006 - September 2011
Morgan Stanley August 1995 - December 2004
KPMG July 1988 - August 1995
Skills
Financial Reporting, Accounting, Tax, Corporate Tax, Mutual Funds, Financial Analysis, Asset Management, SEC filings, Financial Modeling, Investments, Financial Services, Strategic Financial..., Investment Management, Securities, Due Diligence, Financial Planning
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Rock Valley College 1984 — 1986
Associates, Accountancy
Stanford Graduate School of Business Executive Education
Emerging CFO - Strategic Financial Leadership Program
Franklin Templeton Investments December 2004 - Present
Investment Company Institute September 2006 - September 2011
Morgan Stanley August 1995 - December 2004
KPMG July 1988 - August 1995
Skills
Financial Reporting, Accounting, Tax, Corporate Tax, Mutual Funds, Financial Analysis, Asset Management, SEC filings, Financial Modeling, Investments, Financial Services, Strategic Financial..., Investment Management, Securities, Due Diligence, Financial Planning
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Rock Valley College 1984 — 1986
Associates, Accountancy
Stanford Graduate School of Business Executive Education
Emerging CFO - Strategic Financial Leadership Program
Jean Delgado's Morgan Stanley Experience April 2013 - Present
Job CSM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Sung Mayerhofer's Morgan Stanley Experience 2000 - 2002
Job
Industry Accounting
Experience
Resolution Life August 2014 - Present
Zurich North America 2012 - 2014
Fidelity Life 2009 - 2012
KPMG LLP 2004 - 2008
Bankers Life and Casualty 2002 - 2004
Morgan Stanley 2000 - 2002
Ernst & Young 1994 - 2000
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, US GAAP, Enterprise Risk..., Internal Controls, Risk Assessment, Financial Reporting, Sarbanes-Oxley, Audit Committee, SOX, Strategic Planning, Assurance, Finance, Risk Management, Accounting, Compliance, Mergers & Acquisitions, Life Insurance, Manufacturing
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.)
Resolution Life August 2014 - Present
Zurich North America 2012 - 2014
Fidelity Life 2009 - 2012
KPMG LLP 2004 - 2008
Bankers Life and Casualty 2002 - 2004
Morgan Stanley 2000 - 2002
Ernst & Young 1994 - 2000
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, US GAAP, Enterprise Risk..., Internal Controls, Risk Assessment, Financial Reporting, Sarbanes-Oxley, Audit Committee, SOX, Strategic Planning, Assurance, Finance, Risk Management, Accounting, Compliance, Mergers & Acquisitions, Life Insurance, Manufacturing
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.)
Arthur Riel's Morgan Stanley Experience 2000 - 2005
Job Director, Middleware Engineering and Rapid App Development at The World Bank
Industry Information Technology and Services
Experience
The World Bank January 2013 - Present
The World Bank May 2011 - Present
NYSE Euronext August 2009 - May 2011
Moody's Investors Service 2010 - 2011
NYSE 2009 - 2010
Atempo 2008 - 2009
Atempo Americas Inc. 2008 - 2009
Lighthouse Global Technologies October 2005 - February 2008
Morgan Stanley 2000 - 2005
Goldman Sachs 1998 - 2000
Skills
IT Strategy, Enterprise Architecture, Cloud Computing, Business Intelligence, Management, Project Management, Infrastructure, Program Management, Business Strategy, Enterprise Software, Vendor Management, Governance, CRM, Business Analysis, Risk Management, Solution Architecture, Software Project..., Business Continuity
Education
Northeastern University 1981 — 1987
Master of Science (MS), Computer Science
Cumberland High School 1976 — 1980
The World Bank January 2013 - Present
The World Bank May 2011 - Present
NYSE Euronext August 2009 - May 2011
Moody's Investors Service 2010 - 2011
NYSE 2009 - 2010
Atempo 2008 - 2009
Atempo Americas Inc. 2008 - 2009
Lighthouse Global Technologies October 2005 - February 2008
Morgan Stanley 2000 - 2005
Goldman Sachs 1998 - 2000
Skills
IT Strategy, Enterprise Architecture, Cloud Computing, Business Intelligence, Management, Project Management, Infrastructure, Program Management, Business Strategy, Enterprise Software, Vendor Management, Governance, CRM, Business Analysis, Risk Management, Solution Architecture, Software Project..., Business Continuity
Education
Northeastern University 1981 — 1987
Master of Science (MS), Computer Science
Cumberland High School 1976 — 1980
Rob Creaney's Morgan Stanley Experience May 1997 - Present
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 1997 - Present
Van Kampen Investments 1997 - 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Private Equity, Tax, Financial Services, Investments, Securities
Education
Northern Illinois University 1992 — 1996
BS/MST, Accountancy/Tax
Marist High School 1988 — 1992
Morgan Stanley May 1997 - Present
Van Kampen Investments 1997 - 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Private Equity, Tax, Financial Services, Investments, Securities
Education
Northern Illinois University 1992 — 1996
BS/MST, Accountancy/Tax
Marist High School 1988 — 1992
Shadab Mohammed, PMP's Morgan Stanley Experience 2004 - 2006
Job Information Management Consultant
Industry Information Technology and Services
Experience
Capgemini October 2007 - Present
TD Bank June 2008 - May 2009
CNA Insurance June 2007 - June 2008
CNA Insurance October 2006 - May 2007
Symantec January 2006 - November 2006
Morgan Stanley 2004 - 2006
Northern Illinois University 2002 - 2003
Skills
Data Warehousing, ETL, Insurance, Banking, Risk Management, Certified PMP, Certified Project..., PL/SQL, Business Intelligence, Business Analysis, Requirements Analysis, Software Documentation, PMP, Analysis, Enterprise Software, Integration, SDLC, Consulting, Software Project...
Education
Northern Illinois University 2002 — 2004
Master of Science (MS), Electrical, Electronics and Communications Engineering
Osmania University 1997 — 2001
BSEE, Electronics and Communication
Capgemini October 2007 - Present
TD Bank June 2008 - May 2009
CNA Insurance June 2007 - June 2008
CNA Insurance October 2006 - May 2007
Symantec January 2006 - November 2006
Morgan Stanley 2004 - 2006
Northern Illinois University 2002 - 2003
Skills
Data Warehousing, ETL, Insurance, Banking, Risk Management, Certified PMP, Certified Project..., PL/SQL, Business Intelligence, Business Analysis, Requirements Analysis, Software Documentation, PMP, Analysis, Enterprise Software, Integration, SDLC, Consulting, Software Project...
Education
Northern Illinois University 2002 — 2004
Master of Science (MS), Electrical, Electronics and Communications Engineering
Osmania University 1997 — 2001
BSEE, Electronics and Communication
Keith D. Brickman's Morgan Stanley Experience January 1990 - January 2002
Job Managing Member and Portfolio Manager, Malden Capital Management
Industry Financial Services
Experience
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Daniel Horton's Morgan Stanley Experience September 2010 - Present
Job PMO Office Project Manager/Business Analyst
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Brandes Investment Partners, LP 2003 - May 2010
Hyperion Software 1998 - 1999
Skills
Analysis, Business Analysis, SDLC, Software Documentation, SharePoint, Project Management, Communication, Strategy, Program Management, Visio, Access, Management, Leadership, Vendor Management, Testing, Databases, Team Leadership
Education
Northeastern University 1988 — 1993
Bachelor of Business Administration (BBA), Marketing/Communications
Morgan Stanley September 2010 - Present
Brandes Investment Partners, LP 2003 - May 2010
Hyperion Software 1998 - 1999
Skills
Analysis, Business Analysis, SDLC, Software Documentation, SharePoint, Project Management, Communication, Strategy, Program Management, Visio, Access, Management, Leadership, Vendor Management, Testing, Databases, Team Leadership
Education
Northeastern University 1988 — 1993
Bachelor of Business Administration (BBA), Marketing/Communications
Laura Davidson's Morgan Stanley Experience 2007 - 2009
Job Financial
Industry Financial Services
Experience
Capital Group September 2015 - Present
KPMG October 2011 - September 2015
Northeastern University May 2010 - August 2011
Morgan Stanley 2007 - 2009
GE Commercial Finance 2005 - 2006
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Internal Controls, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Management Consulting, SEC filings, GAAP
Education
Northeastern University 2010 — 2011
MSA ; MBA, Masters of Accounting; Masters of Business Admin
St. Catherine University
Business; Psychology, Finance; Marketing
Capital Group September 2015 - Present
KPMG October 2011 - September 2015
Northeastern University May 2010 - August 2011
Morgan Stanley 2007 - 2009
GE Commercial Finance 2005 - 2006
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Internal Controls, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Management Consulting, SEC filings, GAAP
Education
Northeastern University 2010 — 2011
MSA ; MBA, Masters of Accounting; Masters of Business Admin
St. Catherine University
Business; Psychology, Finance; Marketing
Marko Komarynsky, CFA's Morgan Stanley Experience 2001 - 2005
Job Director at Towers Watson
Industry Investment Management
Experience
Towers Watson April 2012 - July 2015
Towers Watson 2005 - April 2012
Morgan Stanley 2001 - 2005
Skills
Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Investments, Liability Driven..., Asset Management, Fixed Income Research, Investment manager..., Credit research, Municipal Bonds, High Yield Bonds, Defined benefit plans, Client portfolio..., Asset Managment, Bonds, Fixed Income Analysis, Asset Allocation, Securities, Defined Benefit, Smart beta, Alternative Investments, Relationship Management, Capital Markets, Institutional..., Structured Finance, Investment Strategies, Equities, Fund Of Funds, Pension Funds, Derivatives, Mutual Funds, Investment Advisory, ALM, Structured Products
Education
University of Illinois 1989 — 1991
MS, Finance
Northern Illinois University - College of Business 1984 — 1988
Bachelor of Science (B.S.), Finance
Towers Watson April 2012 - July 2015
Towers Watson 2005 - April 2012
Morgan Stanley 2001 - 2005
Skills
Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Investments, Liability Driven..., Asset Management, Fixed Income Research, Investment manager..., Credit research, Municipal Bonds, High Yield Bonds, Defined benefit plans, Client portfolio..., Asset Managment, Bonds, Fixed Income Analysis, Asset Allocation, Securities, Defined Benefit, Smart beta, Alternative Investments, Relationship Management, Capital Markets, Institutional..., Structured Finance, Investment Strategies, Equities, Fund Of Funds, Pension Funds, Derivatives, Mutual Funds, Investment Advisory, ALM, Structured Products
Education
University of Illinois 1989 — 1991
MS, Finance
Northern Illinois University - College of Business 1984 — 1988
Bachelor of Science (B.S.), Finance
Jennifer Dai's Morgan Stanley Experience April 2013 - October 2013
Job Vice President at Cerberus Capital LLP
Industry Financial Services
Experience
Cerberus Capital LLP October 2013 - Present
Morgan Stanley April 2013 - October 2013
Bank of America March 2011 - March 2013
Bloomberg July 2007 - March 2011
Motorola June 2000 - June 2007
Education
Northern Illinois University
Cerberus Capital LLP October 2013 - Present
Morgan Stanley April 2013 - October 2013
Bank of America March 2011 - March 2013
Bloomberg July 2007 - March 2011
Motorola June 2000 - June 2007
Education
Northern Illinois University
Marnie Niziolek's Morgan Stanley Experience May 1996 - Present
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 1996 - Present
KPMG Peat Marwick September 1993 - May 1996
Education
Northern Illinois University 2007 — 2010
MST, Tax
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science (B.S.), Accounting
Morgan Stanley May 1996 - Present
KPMG Peat Marwick September 1993 - May 1996
Education
Northern Illinois University 2007 — 2010
MST, Tax
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science (B.S.), Accounting
Michael L. Davis's Morgan Stanley Experience 2008 - 2008
Job System Administrator at New Visions for Public Schools
Industry Information Technology and Services
Experience
New Visions for Public Schools January 2014 - Present
Acorda Therapeutics, Inc. 2012 - 2013
Fenton Communications 2011 - 2012
Visiting Nurse Service of New York 2011 - 2011
D’Angelica & Bilski PLLC 2009 - 2010
Warner Music Group 2008 - 2009
Morgan Stanley 2008 - 2008
UBS Investment Bank 2007 - 2008
Circuit City 2005 - 2007
Skills
Laptops, Blackberry, Outlook, Blackberry Enterprise..., Printers, Microsoft Word, Microsoft Excel, Windows 7, XP, Help Desk Support, Computer Hardware, Citrix, Active Directory, Troubleshooting, Windows Server, Networking, Windows, Mac OS X, Bomgar, iPhone Support, iPad, Remedy Ticketing System, Android, DNS, TCP/IP, Symantec Endpoint..., Symantec Backup, Windows XP, Hardware, Servers, OS X, Operating Systems
Education
Northeastern University 2000 — 2003
Computer Engineering
New Visions for Public Schools January 2014 - Present
Acorda Therapeutics, Inc. 2012 - 2013
Fenton Communications 2011 - 2012
Visiting Nurse Service of New York 2011 - 2011
D’Angelica & Bilski PLLC 2009 - 2010
Warner Music Group 2008 - 2009
Morgan Stanley 2008 - 2008
UBS Investment Bank 2007 - 2008
Circuit City 2005 - 2007
Skills
Laptops, Blackberry, Outlook, Blackberry Enterprise..., Printers, Microsoft Word, Microsoft Excel, Windows 7, XP, Help Desk Support, Computer Hardware, Citrix, Active Directory, Troubleshooting, Windows Server, Networking, Windows, Mac OS X, Bomgar, iPhone Support, iPad, Remedy Ticketing System, Android, DNS, TCP/IP, Symantec Endpoint..., Symantec Backup, Windows XP, Hardware, Servers, OS X, Operating Systems
Education
Northeastern University 2000 — 2003
Computer Engineering
Jamie Mariano's Morgan Stanley Experience June 2003 - Present
Job Banking Professional
Industry Banking
Experience
Morgan Stanley June 2003 - Present
E*TRADE Financial May 2001 - May 2003
GE Capital June 1997 - May 2001
Education
Northeastern University 1985 — 1989
Morgan Stanley June 2003 - Present
E*TRADE Financial May 2001 - May 2003
GE Capital June 1997 - May 2001
Education
Northeastern University 1985 — 1989
Noel Soto's Morgan Stanley Experience January 2006 - January 2009
Job High School Teacher & Coach
Industry Education Management
Experience
Indian Prairie School District August 2009 - Present
Morgan Stanley January 2006 - January 2009
Education
Northern Illinois University
Indian Prairie School District August 2009 - Present
Morgan Stanley January 2006 - January 2009
Education
Northern Illinois University
Jeannette Carter's Morgan Stanley Experience June 1999 - April 2007
Job Licensed Realtor at Berkshire Hathaway HomeServices Georgia Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Georgia Properties July 2014 - Present
TaylorPaige Papers April 2007 - July 2014
Morgan Stanley June 1999 - April 2007
Skills
Vendor Management, Business Analysis, SDLC, IT Strategy, Risk Management, Enterprise Architecture, Project Management, Process Improvement, Business Intelligence, Disaster Recovery, Financial Modeling, Data Warehousing, Management, Analytics, Financial Analysis, Equities, Business Process..., Strategy
Education
Northeastern University
Berkshire Hathaway HomeServices Georgia Properties July 2014 - Present
TaylorPaige Papers April 2007 - July 2014
Morgan Stanley June 1999 - April 2007
Skills
Vendor Management, Business Analysis, SDLC, IT Strategy, Risk Management, Enterprise Architecture, Project Management, Process Improvement, Business Intelligence, Disaster Recovery, Financial Modeling, Data Warehousing, Management, Analytics, Financial Analysis, Equities, Business Process..., Strategy
Education
Northeastern University
Laura Gurski's Morgan Stanley Experience 1992 - 1994
Job Partner and Global Practice Lead at A.T. Kearney
Industry Management Consulting
Experience
GP Strategies Corporation April 2015 - Present
A.T. Kearney January 2014 - Present
A.T. Kearney 1995 - Present
A.T. Kearney January 2010 - December 2013
AT Kearney 1995 - 2009
Morgan Stanley 1992 - 1994
Sears, Roebuck and Co. 1989 - 1994
Skills
Management Consulting, Market Entry, Organizational Design, Growth Strategies, Acquisition Integration, Retail, Consumer Package Goods, Agribusiness, Product Marketing, Leadership, Strategic Planning, Strategic Sourcing, FMCG, Strategy, Competitive Analysis, Marketing, Consumer Products, Business Strategy, Mergers & Acquisitions, Strategic Consulting, Business Transformation, Corporate Development, Business Planning, Analytics
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
Northern Illinois University
Bachelor of Science (B.S.), Marketing
GP Strategies Corporation April 2015 - Present
A.T. Kearney January 2014 - Present
A.T. Kearney 1995 - Present
A.T. Kearney January 2010 - December 2013
AT Kearney 1995 - 2009
Morgan Stanley 1992 - 1994
Sears, Roebuck and Co. 1989 - 1994
Skills
Management Consulting, Market Entry, Organizational Design, Growth Strategies, Acquisition Integration, Retail, Consumer Package Goods, Agribusiness, Product Marketing, Leadership, Strategic Planning, Strategic Sourcing, FMCG, Strategy, Competitive Analysis, Marketing, Consumer Products, Business Strategy, Mergers & Acquisitions, Strategic Consulting, Business Transformation, Corporate Development, Business Planning, Analytics
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Girish Shahdadpuri's Morgan Stanley Experience June 2011 - October 2014
Job Senior Data Engineer at Birchbox
Industry Information Technology and Services
Experience
Birchbox October 2014 - Present
Morgan Stanley June 2011 - October 2014
Next Jump Inc January 2010 - June 2011
Verizon Corporate Services May 2009 - August 2009
Northeastern University September 2008 - April 2009
Cross Country Automotive Services January 2008 - June 2008
Mumbai Port Trust August 2006 - May 2007
Skills
Oracle, ETL, Data Warehousing, Business Intelligence, Data Marts, Microsoft SQL Server, Databases, Informatica, SSIS, Requirements Analysis, Data Analysis, Data Migration, Data Modeling, Unix, T-SQL, MySQL, SSRS, Business Analysis, Integration, Visio, XML, VB.NET, Analysis Services, Business Process, SQL
Education
Northeastern University 2007 — 2009
a Master of Science, Information Systems
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology
Birchbox October 2014 - Present
Morgan Stanley June 2011 - October 2014
Next Jump Inc January 2010 - June 2011
Verizon Corporate Services May 2009 - August 2009
Northeastern University September 2008 - April 2009
Cross Country Automotive Services January 2008 - June 2008
Mumbai Port Trust August 2006 - May 2007
Skills
Oracle, ETL, Data Warehousing, Business Intelligence, Data Marts, Microsoft SQL Server, Databases, Informatica, SSIS, Requirements Analysis, Data Analysis, Data Migration, Data Modeling, Unix, T-SQL, MySQL, SSRS, Business Analysis, Integration, Visio, XML, VB.NET, Analysis Services, Business Process, SQL
Education
Northeastern University 2007 — 2009
a Master of Science, Information Systems
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology
Melissa Cowan's Morgan Stanley Experience June 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
UBS Financial Services February 2007 - June 2013
KeyCorp 1993 - 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Financial Services, Investments, Asset Management, 401k, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Defined Contribution, Series 63, Equities
Education
Northeastern University
BS, Finance, Accounting
Morgan Stanley June 2013 - Present
UBS Financial Services February 2007 - June 2013
KeyCorp 1993 - 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Financial Services, Investments, Asset Management, 401k, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Defined Contribution, Series 63, Equities
Education
Northeastern University
BS, Finance, Accounting
Jennifer Race's Morgan Stanley Experience December 2012 - January 2015
Job Financial Associate Wealth Management
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Morgan Stanley December 2012 - January 2015
Prudential Financial February 2011 - December 2012
Bloomberg LP April 2009 - June 2010
PNC Financial Services March 1991 - July 1995
Skills
Insurance, Financial Services, Retirement Planning, Risk Management, Management, Microsoft Excel, Equities, Business Analysis, Capital Markets, Process Improvement, Analytics, Banking, Business Development, Data Analysis, Finance, Financial Analysis, Investments, Leadership, Management Consulting, Portfolio Management, Strategic Financial..., Strategy, Vendor Management
Education
NKU 1985 — 1991
Bachelor's degree, Economics
Northern Kentucky University 1985 — 1991
Bachelor's degree, Economics
Deutsche Bank January 2015 - Present
Morgan Stanley December 2012 - January 2015
Prudential Financial February 2011 - December 2012
Bloomberg LP April 2009 - June 2010
PNC Financial Services March 1991 - July 1995
Skills
Insurance, Financial Services, Retirement Planning, Risk Management, Management, Microsoft Excel, Equities, Business Analysis, Capital Markets, Process Improvement, Analytics, Banking, Business Development, Data Analysis, Finance, Financial Analysis, Investments, Leadership, Management Consulting, Portfolio Management, Strategic Financial..., Strategy, Vendor Management
Education
NKU 1985 — 1991
Bachelor's degree, Economics
Northern Kentucky University 1985 — 1991
Bachelor's degree, Economics
Brooks Cann's Morgan Stanley Experience June 2006 - June 2010
Job Senior Tax Accountant at Calamos Investments
Industry Accounting
Experience
Calamos Investments June 2010 - Present
Morgan Stanley June 2006 - June 2010
Hamilton Sundstrand December 2004 - January 2006
Education
Northern Illinois University 2002 — 2006
BS, Accounting
Calamos Investments June 2010 - Present
Morgan Stanley June 2006 - June 2010
Hamilton Sundstrand December 2004 - January 2006
Education
Northern Illinois University 2002 — 2006
BS, Accounting
Joshua Rose's Morgan Stanley Experience January 2007 - June 2007
Job FP&A at Twitter
Industry Information Technology and Services
Experience
Twitter August 2013 - Present
Financial Technology Partners October 2008 - November 2012
Morgan Stanley January 2007 - June 2007
GE Healthcare January 2006 - July 2006
Fidelity Investments January 2005 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital IQ, Corporate Finance, DCF, Mergers, Data Analysis, Pivot Tables, Salesforce.com, DCF Valuation, Capital Raising, Business Strategy, Financial Technology, Payments, Entrepreneurship, LBO, Mergers & Acquisitions, Essbase, Concur
Education
Northeastern University 2004 — 2008
BSBA, Finance and Marketing
Twitter August 2013 - Present
Financial Technology Partners October 2008 - November 2012
Morgan Stanley January 2007 - June 2007
GE Healthcare January 2006 - July 2006
Fidelity Investments January 2005 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital IQ, Corporate Finance, DCF, Mergers, Data Analysis, Pivot Tables, Salesforce.com, DCF Valuation, Capital Raising, Business Strategy, Financial Technology, Payments, Entrepreneurship, LBO, Mergers & Acquisitions, Essbase, Concur
Education
Northeastern University 2004 — 2008
BSBA, Finance and Marketing
Randy Yaffe's Morgan Stanley Experience August 1985 - November 2008
Job Franchisee Taco Bell
Industry Financial Services
Experience
RSY Financial/ Taco Bell December 2012 - Present
RSY Financial March 2009 - December 2012
Morgan Stanley August 1985 - November 2008
Education
Northern Illinois University 1975 — 1979
B.S, Marketing, Finance Economics and Art
RSY Financial/ Taco Bell December 2012 - Present
RSY Financial March 2009 - December 2012
Morgan Stanley August 1985 - November 2008
Education
Northern Illinois University 1975 — 1979
B.S, Marketing, Finance Economics and Art
Jeanine Mendez's Morgan Stanley Experience January 2008 - June 2008
Job Regional Partner Support Center Manager at Uber
Industry Online Media
Experience
Uber July 2015 - Present
Uber March 2015 - July 2015
Uber Inc April 2013 - March 2015
Groupon December 2012 - March 2013
Groupon April 2012 - November 2012
Narconia November 2011 - November 2012
Deloitte Consulting February 2011 - April 2012
The Intern Log September 2010 - March 2011
GE Capital December 2008 - January 2011
Morgan Stanley January 2008 - June 2008
Skills
Awesomeness, Coupons, Deals, Process Improvement, Problem Solving, Running, Operational Execution, Kicking Ass, Salesforce.com, Sales Operations, Oracle Applications, Hyperion Performance..., Business Development, Managerial Finance, Financial Modeling, Financial Analysis, Social Media, Start-ups
Education
London School of Economics and Political Science 2008 — 2008
Public Finance, Investments
Northeastern University 2004 — 2008
BS, Business Administration, Finance
CEFAM (Centre D’Etudes Franco Americain de Management) 2007 — 2007
International Finance, French Culture
Uber July 2015 - Present
Uber March 2015 - July 2015
Uber Inc April 2013 - March 2015
Groupon December 2012 - March 2013
Groupon April 2012 - November 2012
Narconia November 2011 - November 2012
Deloitte Consulting February 2011 - April 2012
The Intern Log September 2010 - March 2011
GE Capital December 2008 - January 2011
Morgan Stanley January 2008 - June 2008
Skills
Awesomeness, Coupons, Deals, Process Improvement, Problem Solving, Running, Operational Execution, Kicking Ass, Salesforce.com, Sales Operations, Oracle Applications, Hyperion Performance..., Business Development, Managerial Finance, Financial Modeling, Financial Analysis, Social Media, Start-ups
Education
London School of Economics and Political Science 2008 — 2008
Public Finance, Investments
Northeastern University 2004 — 2008
BS, Business Administration, Finance
CEFAM (Centre D’Etudes Franco Americain de Management) 2007 — 2007
International Finance, French Culture
Tricia Mercalde's Morgan Stanley Experience March 1997 - March 2006
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services 2006 - Present
Morgan Stanley March 1997 - March 2006
Education
University of Pittsburgh 2004 — 2004
AIF, Accredited Investment Fiduciary
Northern Kentucky University
BA
UBS Financial Services 2006 - Present
Morgan Stanley March 1997 - March 2006
Education
University of Pittsburgh 2004 — 2004
AIF, Accredited Investment Fiduciary
Northern Kentucky University
BA
Jakob Cabala's Morgan Stanley Experience 2003 - 2003
Job Branch Manager at Acton
Industry Business Supplies and Equipment
Experience
Acton March 2014 - Present
Acton November 2013 - March 2014
Iron Mountain April 2012 - November 2013
Iron Mountain September 2009 - April 2012
Veolia Environmental Services North America Corp. August 2004 - August 2008
Morgan Stanley 2003 - 2003
Skills
Transportation, Leadership, Customer Satisfaction, Inventory Management, Operations Management, Logistics, Process Improvement, Transportation..., Warehousing, Certified Green Belt, Six Sigma, Logistics Management, Foreign Languages, Polish, IIT Logistics, ACT!, Roadnet, Microsoft Office, VBA, Supply Chain, Supply Chain Management, Contract Negotiation
Education
Northern Illinois University 1999 — 2003
BS, Operations Management Information Systems
Acton March 2014 - Present
Acton November 2013 - March 2014
Iron Mountain April 2012 - November 2013
Iron Mountain September 2009 - April 2012
Veolia Environmental Services North America Corp. August 2004 - August 2008
Morgan Stanley 2003 - 2003
Skills
Transportation, Leadership, Customer Satisfaction, Inventory Management, Operations Management, Logistics, Process Improvement, Transportation..., Warehousing, Certified Green Belt, Six Sigma, Logistics Management, Foreign Languages, Polish, IIT Logistics, ACT!, Roadnet, Microsoft Office, VBA, Supply Chain, Supply Chain Management, Contract Negotiation
Education
Northern Illinois University 1999 — 2003
BS, Operations Management Information Systems
Dan Leonard, CFA's Morgan Stanley Experience June 2002 - August 2002
Job Investment Analyst at Byron Bank
Industry Financial Services
Experience
Byron Bank June 2003 - Present
Morgan Stanley June 2002 - August 2002
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Asset Allocation, Equity Analysis
Education
Northern Illinois University 1999 — 2003
Bachelor of Science, Finance
Byron Bank June 2003 - Present
Morgan Stanley June 2002 - August 2002
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Asset Allocation, Equity Analysis
Education
Northern Illinois University 1999 — 2003
Bachelor of Science, Finance
Spencer Murray's Morgan Stanley Experience June 2012 - July 2015
Job Associate at Berkshire Partners
Industry Venture Capital & Private Equity
Experience
Berkshire Partners August 2015 - Present
Morgan Stanley June 2012 - July 2015
Goldman Sachs June 2011 - August 2011
Huntington Management Consulting January 2011 - May 2011
Goldman Sachs June 2009 - February 2011
Northeastern University September 2008 - June 2009
Sysco Food Services of Northern New England May 2008 - August 2008
Vector Marketing March 2007 - October 2007
Skills
Investment Banking, Corporate Finance, Equities, Finance, Financial Modeling, Capital Markets, Investments, Financial Analysis, Analysis, Economics, Bloomberg, International Relations, Financial Services, Private Equity
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Finance & Accounting, minor in Economics
EARTH University 2010 — 2010
Scarborough High School 2003 — 2007
Berkshire Partners August 2015 - Present
Morgan Stanley June 2012 - July 2015
Goldman Sachs June 2011 - August 2011
Huntington Management Consulting January 2011 - May 2011
Goldman Sachs June 2009 - February 2011
Northeastern University September 2008 - June 2009
Sysco Food Services of Northern New England May 2008 - August 2008
Vector Marketing March 2007 - October 2007
Skills
Investment Banking, Corporate Finance, Equities, Finance, Financial Modeling, Capital Markets, Investments, Financial Analysis, Analysis, Economics, Bloomberg, International Relations, Financial Services, Private Equity
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Finance & Accounting, minor in Economics
EARTH University 2010 — 2010
Scarborough High School 2003 — 2007
Troy Davis's Morgan Stanley Experience January 2007 - June 2007
Job Partner at LTCG
Industry Financial Services
Experience
Barclays Capital 2009 - 2012
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Morgan Stanley 2006 - 2007
PricewaterhouseCoopers 2006 - 2006
Skills
Microsoft Office, Equities, Fixed Income, Financial Analysis, Hedge Funds, Corporate Finance, Investments, Mutual Funds, Derivatives, Financial Modeling, Capital Markets, Bloomberg Terminal, Portfolio Management, Bloomberg, Finance, Analysis, Valuation, Trading, Series 7, Investment Banking
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance and Accounting
Centre d’Etudes Franco Americain de Management 2007 — 2007
General Studies
Barclays Capital 2009 - 2012
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Morgan Stanley 2006 - 2007
PricewaterhouseCoopers 2006 - 2006
Skills
Microsoft Office, Equities, Fixed Income, Financial Analysis, Hedge Funds, Corporate Finance, Investments, Mutual Funds, Derivatives, Financial Modeling, Capital Markets, Bloomberg Terminal, Portfolio Management, Bloomberg, Finance, Analysis, Valuation, Trading, Series 7, Investment Banking
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance and Accounting
Centre d’Etudes Franco Americain de Management 2007 — 2007
General Studies
John MacGregor's Morgan Stanley Experience August 2011 - Present
Job Security Engineering at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
State Street Global Advisors January 2000 - August 2011
Skills
CISSP, Data Security, DLP, Data Governance, Data Leakage, Systems Engineering, Security Operations, Powershell, ITIL, MCSA Windows Server 2008, VMware, Scripting, Security Audits, Automation, GIAC GSEC, Varonis, Symantec Security
Education
Northeastern University 1997 — 2002
BSBA, Management Information Systems
Morgan Stanley August 2011 - Present
State Street Global Advisors January 2000 - August 2011
Skills
CISSP, Data Security, DLP, Data Governance, Data Leakage, Systems Engineering, Security Operations, Powershell, ITIL, MCSA Windows Server 2008, VMware, Scripting, Security Audits, Automation, GIAC GSEC, Varonis, Symantec Security
Education
Northeastern University 1997 — 2002
BSBA, Management Information Systems
Pik Ki Szeto's Morgan Stanley Experience July 2008 - December 2008
Job Treasury Analyst at Computershare
Industry Financial Services
Experience
Computershare October 2012 - Present
JPMorgan November 2010 - October 2012
The Boston Consulting Group July 2009 - January 2010
Morgan Stanley July 2008 - December 2008
Skills
Financial Analysis, Financial Reporting, Forecasting, FX Trading, FX Hedging, Corporate Finance, Acquisition Integration, Process Migration, Risk Control, Hedge Funds, Bloomberg, Geneva, Essbase, Hyperion Planning, Microsoft Excel, Expenses, COSMOS
Education
Northeastern University 2007 — 2010
Bachelor's Degree, Finance and Insurance/ Management of Information System
CCCMKC
Computershare October 2012 - Present
JPMorgan November 2010 - October 2012
The Boston Consulting Group July 2009 - January 2010
Morgan Stanley July 2008 - December 2008
Skills
Financial Analysis, Financial Reporting, Forecasting, FX Trading, FX Hedging, Corporate Finance, Acquisition Integration, Process Migration, Risk Control, Hedge Funds, Bloomberg, Geneva, Essbase, Hyperion Planning, Microsoft Excel, Expenses, COSMOS
Education
Northeastern University 2007 — 2010
Bachelor's Degree, Finance and Insurance/ Management of Information System
CCCMKC
Philip Stack's Morgan Stanley Experience December 2013 - Present
Job Chief Compliance Officer CGCM Funds at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Gannett Welsh & Kotler December 2008 - February 2012
Old Mutual (US) Holdings August 2005 - November 2008
Ernst & Young LLP November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Liberty Financial March 1998 - November 2001
First Data Corporation 1996 - 1998
Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering
Education
Suffolk University - Sawyer School of Management 1999 — 2003
MBA, Business & Finance, 3.9GPA
Northeastern University 1992 — 1997
BSBA, Accounting
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Gannett Welsh & Kotler December 2008 - February 2012
Old Mutual (US) Holdings August 2005 - November 2008
Ernst & Young LLP November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Liberty Financial March 1998 - November 2001
First Data Corporation 1996 - 1998
Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering
Education
Suffolk University - Sawyer School of Management 1999 — 2003
MBA, Business & Finance, 3.9GPA
Northeastern University 1992 — 1997
BSBA, Accounting
MyKim Truong's Morgan Stanley Experience March 2010 - Present
Job Tax Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Education
Northern Illinois University 2004 — 2008
Bachelors, Accountancy
Morgan Stanley March 2010 - Present
Education
Northern Illinois University 2004 — 2008
Bachelors, Accountancy
David Hirschfield's Morgan Stanley Experience January 1989 - January 1997
Job Managing Partner at THE TIMON GROUP
Industry Staffing and Recruiting
Experience
THE TIMON GROUP February 2014 - Present
Chase Winters Worldwide 2010 - December 2013
Metlife Resources March 2003 - January 2011
Prudential Financial January 1997 - January 2002
Morgan Stanley January 1989 - January 1997
Skills
Executive Search, Management, Training, Sales, Marketing, Investments, Finance, Securities, Wealth Management, Retirement Planning, Recruiting, Talent Acquisition, Strategic Financial..., Human Resources, Management Consulting, Talent Management
Education
Northeastern University 1983 — 1988
bs, political science, economics
Northeastern University 1983 — 1988
Bachelor of Science, Political Science
THE TIMON GROUP February 2014 - Present
Chase Winters Worldwide 2010 - December 2013
Metlife Resources March 2003 - January 2011
Prudential Financial January 1997 - January 2002
Morgan Stanley January 1989 - January 1997
Skills
Executive Search, Management, Training, Sales, Marketing, Investments, Finance, Securities, Wealth Management, Retirement Planning, Recruiting, Talent Acquisition, Strategic Financial..., Human Resources, Management Consulting, Talent Management
Education
Northeastern University 1983 — 1988
bs, political science, economics
Northeastern University 1983 — 1988
Bachelor of Science, Political Science
James Mariano's Morgan Stanley Experience June 2003 - May 2008
Job Vice President Capital Markets at TD Bank
Industry Banking
Experience
TD May 2014 - Present
PMAC Lending Services Inc. January 2013 - May 2014
Fannie Mae June 2011 - December 2012
PwC May 2010 - June 2011
Freddie Mac April 2009 - May 2010
Morgan Stanley June 2003 - May 2008
E*TRADE Financial March 2001 - May 2003
G.E. Capital Mortgage Services June 1997 - February 2001
Skills
Mortgage Lending, Risk Management, Mortgage Banking, Residential Mortgages, Credit, Residential Loan..., Secondary Market, Financial Risk, Loans, Banking, Underwriting, Sales Management, Credit Analysis, Sales, Loan Origination, Portfolio Management, Investments, Loan Servicing, Structured Finance, Capital Markets, Finance, Investment Properties, Leadership, Financial Services, Management, Executive Management, Real Estate, Consumer Lending, Valuation
Education
Northeastern University 1985 — 1989
B.S., Criminal Justice
Catholic Memorial High School 1981 — 1985
TD May 2014 - Present
PMAC Lending Services Inc. January 2013 - May 2014
Fannie Mae June 2011 - December 2012
PwC May 2010 - June 2011
Freddie Mac April 2009 - May 2010
Morgan Stanley June 2003 - May 2008
E*TRADE Financial March 2001 - May 2003
G.E. Capital Mortgage Services June 1997 - February 2001
Skills
Mortgage Lending, Risk Management, Mortgage Banking, Residential Mortgages, Credit, Residential Loan..., Secondary Market, Financial Risk, Loans, Banking, Underwriting, Sales Management, Credit Analysis, Sales, Loan Origination, Portfolio Management, Investments, Loan Servicing, Structured Finance, Capital Markets, Finance, Investment Properties, Leadership, Financial Services, Management, Executive Management, Real Estate, Consumer Lending, Valuation
Education
Northeastern University 1985 — 1989
B.S., Criminal Justice
Catholic Memorial High School 1981 — 1985
Richard Foss's Morgan Stanley Experience November 1991 - November 2008
Job wealth advisor at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley November 1991 - November 2008
Education
Northern Arizona University 1961 — 1963
none, Accounting and Finance
UBS November 2008 - Present
Morgan Stanley November 1991 - November 2008
Education
Northern Arizona University 1961 — 1963
none, Accounting and Finance
Tony Demoss's Morgan Stanley Experience January 2005 - January 2006
Job Field Recruiting Consultant at Essendant
Industry Wholesale
Experience
Essendant August 2013 - Present
Staples March 2013 - June 2013
PSAV October 2011 - March 2013
The Huntington Resource April 2006 - September 2011
Morgan Stanley January 2005 - January 2006
Skills
Recruiting, Employee Relations, Account Management, Sales, Corporate Events, Customer Service, Contract Negotiation, Sourcing, Team Building, Event Management, Event Planning, Talent Acquisition, Live Events, Onboarding, Training, Talent Management, Outlook, Trade Shows, New Business Development, Human Resources, Hiring, Interviews
Education
Northern Illinois University
BA, History
Wheaton College
Essendant August 2013 - Present
Staples March 2013 - June 2013
PSAV October 2011 - March 2013
The Huntington Resource April 2006 - September 2011
Morgan Stanley January 2005 - January 2006
Skills
Recruiting, Employee Relations, Account Management, Sales, Corporate Events, Customer Service, Contract Negotiation, Sourcing, Team Building, Event Management, Event Planning, Talent Acquisition, Live Events, Onboarding, Training, Talent Management, Outlook, Trade Shows, New Business Development, Human Resources, Hiring, Interviews
Education
Northern Illinois University
BA, History
Wheaton College
Terence Petti's Morgan Stanley Experience July 2004 - April 2013
Job Electronic Trading at BAML
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
CLSA May 2013 - April 2015
Morgan Stanley July 2004 - April 2013
Goldman Sachs January 2000 - July 2004
Skills
Equities, Trading Systems, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Capital Markets, Bloomberg, Trading, Options, Series 63, Equity Derivatives
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Accounting and Finance, Minor Political Science
Bank of America Merrill Lynch May 2015 - Present
CLSA May 2013 - April 2015
Morgan Stanley July 2004 - April 2013
Goldman Sachs January 2000 - July 2004
Skills
Equities, Trading Systems, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Capital Markets, Bloomberg, Trading, Options, Series 63, Equity Derivatives
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Accounting and Finance, Minor Political Science
Scott Faulhaber's Morgan Stanley Experience April 2001 - November 2001
Job Sales & Service Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2014 - August 2015
U.S. Bank June 2012 - November 2014
PEI Logistics December 2011 - June 2012
Citi March 2004 - December 2009
Waddell & Reed January 2002 - April 2003
Morgan Stanley April 2001 - November 2001
Skills
Customer Service, Investments, Process Improvement, Sales, Coaching, Microsoft Excel, Outlook, New Business Development, Business Development, Training, Analysis, Budgets, Finance, Negotiation, Credit, Project Management, Banking, Management, Team Building
Education
Thomas More College 2009 — 2011
MBA, Business
Northern Kentucky University
Bachelor of Science, Finance
U.S. Bank November 2014 - August 2015
U.S. Bank June 2012 - November 2014
PEI Logistics December 2011 - June 2012
Citi March 2004 - December 2009
Waddell & Reed January 2002 - April 2003
Morgan Stanley April 2001 - November 2001
Skills
Customer Service, Investments, Process Improvement, Sales, Coaching, Microsoft Excel, Outlook, New Business Development, Business Development, Training, Analysis, Budgets, Finance, Negotiation, Credit, Project Management, Banking, Management, Team Building
Education
Thomas More College 2009 — 2011
MBA, Business
Northern Kentucky University
Bachelor of Science, Finance
Pat Kerrigan's Morgan Stanley Experience August 2013 - Present
Job Private Banker
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Fifth Third Bank September 2010 - August 2013
Wells Fargo Financial June 2003 - September 2010
Northwestern Mutual 2002 - 2003
Northwestern Mutual 2002 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Java
Education
Northern Illinois University 1998 — 2002
Bachelor of Science (BS), Finance
Morgan Stanley August 2013 - Present
Fifth Third Bank September 2010 - August 2013
Wells Fargo Financial June 2003 - September 2010
Northwestern Mutual 2002 - 2003
Northwestern Mutual 2002 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Java
Education
Northern Illinois University 1998 — 2002
Bachelor of Science (BS), Finance
Sanjay Katarmal's Morgan Stanley Experience January 2015 - Present
Job Associate at Morgan Stanley, CISA
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley June 2011 - December 2011
Northeastern University March 2011 - May 2011
Northeastern University January 2011 - May 2011
Skills
Risk Management, Internal Audit, Internal Controls, Oracle, Microsoft SQL Server, SQL, MySQL, IT Audit, Visio, Risk Assessment, Java, Microsoft Excel, Access, Visual Basic, HTML, Interpersonal...
Education
Northeastern University 2010 — 2012
Master of Science
University of Mumbai 2005 — 2009
Bachelor of Engineering
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley June 2011 - December 2011
Northeastern University March 2011 - May 2011
Northeastern University January 2011 - May 2011
Skills
Risk Management, Internal Audit, Internal Controls, Oracle, Microsoft SQL Server, SQL, MySQL, IT Audit, Visio, Risk Assessment, Java, Microsoft Excel, Access, Visual Basic, HTML, Interpersonal...
Education
Northeastern University 2010 — 2012
Master of Science
University of Mumbai 2005 — 2009
Bachelor of Engineering
Joseph Rangel Escamilla's Morgan Stanley Experience January 2001 - December 2001
Job Agent/Broker at Rangel Escamilla Advisors
Industry Insurance
Experience
Rangel Escamilla Advisors 2001 - Present
Morgan Stanley January 2001 - December 2001
Education
Northern Illinois University
Bachelor’s Degree, Marketing
Rangel Escamilla Advisors 2001 - Present
Morgan Stanley January 2001 - December 2001
Education
Northern Illinois University
Bachelor’s Degree, Marketing
Lorma Quevedo's Morgan Stanley Experience 1998 - 1999
Job x
Industry Capital Markets
Experience
Futures International LLC 2005 - 2010
Tenco Inc / Commercial Grain Division 1999 - 2004
Morgan Stanley 1998 - 1999
Education
Northern Illinois University
Futures International LLC 2005 - 2010
Tenco Inc / Commercial Grain Division 1999 - 2004
Morgan Stanley 1998 - 1999
Education
Northern Illinois University
Frank Fanelli's Morgan Stanley Experience November 2009 - July 2012
Job Investment Executive M.B. Financial
Industry Financial Services
Experience
M.B. Financial July 2012 - Present
Morgan Stanley November 2009 - July 2012
Skills
Retirement Planning
Education
Northern Illinois University 1993 — 1995
MPA, Public Administration
Elmhurst College 1988 — 1993
B/A, Urban Planning/Criminology
M.B. Financial July 2012 - Present
Morgan Stanley November 2009 - July 2012
Skills
Retirement Planning
Education
Northern Illinois University 1993 — 1995
MPA, Public Administration
Elmhurst College 1988 — 1993
B/A, Urban Planning/Criminology
Greg Brotschul's Morgan Stanley Experience July 2001 - Present
Job Vice President, Finance at Morgan Stanley
Industry
Experience
Morgan Stanley July 2001 - Present
Education
Northeastern University 1996 — 2001
BS, Finance
Morgan Stanley July 2001 - Present
Education
Northeastern University 1996 — 2001
BS, Finance
Ian DeBruyn's Morgan Stanley Experience May 2014 - Present
Job Leveraged Finance Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
UBS January 2014 - May 2014
UBS June 2013 - December 2013
CME Group May 2012 - December 2012
Skills
Corporate Development, Finance, Analysis, Options, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Financial Management Services
Morgan Stanley May 2014 - Present
UBS January 2014 - May 2014
UBS June 2013 - December 2013
CME Group May 2012 - December 2012
Skills
Corporate Development, Finance, Analysis, Options, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Financial Management Services
Doug Bush's Morgan Stanley Experience Compliance Officer - Mortgage LendingMorgan Stanley Private Bank, NAFebruary 1980 - Present
Job Compliance Officer Mortgage Lending at Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley Compliance Officer - Mortgage LendingMorgan Stanley Private Bank, NAFebruary 1980 - Present
Education
Northern Illinois University 1996 — 1999
MBA
University of Illinios - Champaign
Bachelor's degree, Finance - Investment and Banking
Morgan Stanley Compliance Officer - Mortgage LendingMorgan Stanley Private Bank, NAFebruary 1980 - Present
Education
Northern Illinois University 1996 — 1999
MBA
University of Illinios - Champaign
Bachelor's degree, Finance - Investment and Banking
Michael Ankenbauer's Morgan Stanley Experience 1998 - 2005
Job Account Executive at Total Quality Logistics
Industry Logistics and Supply Chain
Experience
Total Quality Logistics January 2010 - Present
National City Bank 2005 - 2010
Morgan Stanley 1998 - 2005
Education
Northern Kentucky University 2000 — 2004
Bachelor, Organizational Studies
Total Quality Logistics January 2010 - Present
National City Bank 2005 - 2010
Morgan Stanley 1998 - 2005
Education
Northern Kentucky University 2000 — 2004
Bachelor, Organizational Studies
Christy Smigielski's Morgan Stanley Experience November 1996 - August 2000
Job Chief Operations Officer at Southwest Traffic Engineering, LLC
Industry Civil Engineering
Experience
Southwest Traffic Engineering, LLC April 2006 - Present
Kinetics Chempure September 2000 - September 2003
Morgan Stanley November 1996 - August 2000
Skills
Transportation..., Civil Engineering, Transportation, Highways, Transportation Planning, Construction Management, Customer Service, Traffic Engineering, Site Development, Road, Contract Management, Negotiation
Education
University of Phoenix 1993 — 1997
Masters of Arts and Organizational Management, Management
Northern Arizona University, College of Business Administration 1990 — 1992
Business Administration, English, Psychology, Sociology
University of Arizona 1986 — 1987
General Studies
Southwest Traffic Engineering, LLC April 2006 - Present
Kinetics Chempure September 2000 - September 2003
Morgan Stanley November 1996 - August 2000
Skills
Transportation..., Civil Engineering, Transportation, Highways, Transportation Planning, Construction Management, Customer Service, Traffic Engineering, Site Development, Road, Contract Management, Negotiation
Education
University of Phoenix 1993 — 1997
Masters of Arts and Organizational Management, Management
Northern Arizona University, College of Business Administration 1990 — 1992
Business Administration, English, Psychology, Sociology
University of Arizona 1986 — 1987
General Studies
Don Duffy's Morgan Stanley Experience January 1985 - January 2006
Job FX trader at Gelber Group
Industry Financial Services
Experience
Gelber Group February 2006 - Present
Morgan stanley January 1985 - January 2006
Education
Northern Illinois University 1978 — 1982
BS, Finance
SXU
MS, Finance
Gelber Group February 2006 - Present
Morgan stanley January 1985 - January 2006
Education
Northern Illinois University 1978 — 1982
BS, Finance
SXU
MS, Finance
Elizabeth McCooey's Morgan Stanley Experience July 2008 - Present
Job Prime Brokerage, Capital Introductions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Education
Northeastern University 2003 — 2008
Cambridge University
Morgan Stanley July 2008 - Present
Education
Northeastern University 2003 — 2008
Cambridge University
Parag Darbhe's Morgan Stanley Experience June 2006 - December 2006
Job AVP Market and Liquidity Risk at Lloyds Banking Group
Industry Banking
Experience
Lloyds Banking Group April 2010 - July 2014
Bank of Scotland May 2007 - March 2010
Goldman Sachs December 2006 - May 2007
Morgan Stanley June 2006 - December 2006
Skills
Banking, Retail Banking, Credit Risk, Financial Risk, Credit, Risk Management, Commercial Banking, Credit Analysis, Loans, Mortgage Lending, Investment Banking
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA), Finance and International Business
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Lloyds Banking Group April 2010 - July 2014
Bank of Scotland May 2007 - March 2010
Goldman Sachs December 2006 - May 2007
Morgan Stanley June 2006 - December 2006
Skills
Banking, Retail Banking, Credit Risk, Financial Risk, Credit, Risk Management, Commercial Banking, Credit Analysis, Loans, Mortgage Lending, Investment Banking
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA), Finance and International Business
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Jeannette Carter's Morgan Stanley Experience June 1999 - April 2007
Job CEO
Industry Retail
Experience
Taylor Paige Paperie October 2009 - Present
Morgan Stanley June 1999 - April 2007
Education
Northeastern University
MIS, Information Technology Project Management
Taylor Paige Paperie October 2009 - Present
Morgan Stanley June 1999 - April 2007
Education
Northeastern University
MIS, Information Technology Project Management
Cassie Hendry's Morgan Stanley Experience 2010 - 2013
Job Senior Accountant at First Trust Portfolios
Industry Financial Services
Experience
First Trust 2013 - Present
Morgan Stanley 2010 - 2013
Education
Northern Illinois University
First Trust 2013 - Present
Morgan Stanley 2010 - 2013
Education
Northern Illinois University
David Peddle's Morgan Stanley Experience August 2002 - September 2005
Job Vice President Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup September 2007 - Present
Harvard Management Company, Inc. September 2006 - September 2007
Bear Stearns & Co. Inc. February 2005 - September 2006
Morgan Stanley August 2002 - September 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Financial Risk, Finance, Risk Management, Corporate Finance, Valuation, Trading, Options, Investments, Securities, Market Risk, Treasury, Bonds, Treasury Management, Accounting, Auditing, Emerging Markets, Financial Audits, Internal Audit, Interest Rate Swaps, Municipal Bonds, Analytics, Variance Analysis, Pricing, Hyperion Enterprise, Enterprise Risk..., GAAP, Volatility
Education
Northeastern University 1998 — 2001
Bachelor's degree, Accounting and Finance
Citigroup September 2007 - Present
Harvard Management Company, Inc. September 2006 - September 2007
Bear Stearns & Co. Inc. February 2005 - September 2006
Morgan Stanley August 2002 - September 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Financial Risk, Finance, Risk Management, Corporate Finance, Valuation, Trading, Options, Investments, Securities, Market Risk, Treasury, Bonds, Treasury Management, Accounting, Auditing, Emerging Markets, Financial Audits, Internal Audit, Interest Rate Swaps, Municipal Bonds, Analytics, Variance Analysis, Pricing, Hyperion Enterprise, Enterprise Risk..., GAAP, Volatility
Education
Northeastern University 1998 — 2001
Bachelor's degree, Accounting and Finance
Joseph Kupiec's Morgan Stanley Experience June 2015 - Present
Job Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wellington Management December 2013 - August 2014
Manulife Financial January 2013 - November 2013
Rhinecliff Hotel April 2012 - September 2012
TRMI Systems Integration May 2012 - June 2012
Rhinecliff Hotel May 2011 - September 2011
Skills
SDLC, Business Analysis, Microsoft Office, SharePoint, Visio, Agile Methodologies, Salesforce.com, Business Objects, Lotus Notes, Windows 7, Microsoft Excel, Vendor Management, Databases, Analysis, SQL, Data Analysis, Training, Requirements Gathering, Access, Software Documentation, Process Improvement, Business Process, Visual Basic, Business Requirements, MS Project
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
American College of Thessaloniki 2011 — 2011
Morgan Stanley June 2015 - Present
Wellington Management December 2013 - August 2014
Manulife Financial January 2013 - November 2013
Rhinecliff Hotel April 2012 - September 2012
TRMI Systems Integration May 2012 - June 2012
Rhinecliff Hotel May 2011 - September 2011
Skills
SDLC, Business Analysis, Microsoft Office, SharePoint, Visio, Agile Methodologies, Salesforce.com, Business Objects, Lotus Notes, Windows 7, Microsoft Excel, Vendor Management, Databases, Analysis, SQL, Data Analysis, Training, Requirements Gathering, Access, Software Documentation, Process Improvement, Business Process, Visual Basic, Business Requirements, MS Project
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
American College of Thessaloniki 2011 — 2011
Ashoke Dutt's Morgan Stanley Experience 2000 - 2005
Job CEO at Semantifi Inc
Industry
Experience
Semantifi Inc 2013 - Present
3S Co 2012 - Present
Morgan Stanley 2000 - 2005
Citibank 1980 - 2000
Skills
Credit Cards, Strategy, Banking, Credit, Management, Financial Services, Business Strategy, Start-ups, Leadership, Business Development, Risk Management, Portfolio Management, Vendor Management, Business Analysis
Education
Northeastern University 1978 — 1980
MS Industrial Engineering, Operations Research
Semantifi Inc 2013 - Present
3S Co 2012 - Present
Morgan Stanley 2000 - 2005
Citibank 1980 - 2000
Skills
Credit Cards, Strategy, Banking, Credit, Management, Financial Services, Business Strategy, Start-ups, Leadership, Business Development, Risk Management, Portfolio Management, Vendor Management, Business Analysis
Education
Northeastern University 1978 — 1980
MS Industrial Engineering, Operations Research
Casey Wolf's Morgan Stanley Experience January 2000 - January 2009
Job Financial adviser at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Morgan Stanley January 2000 - January 2009
Paine Webber January 1990 - January 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
Northeastern University Lehigh university
Bs. Mba, Corporate finance. Economics
Merrill Lynch January 2009 - Present
Morgan Stanley January 2000 - January 2009
Paine Webber January 1990 - January 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
Northeastern University Lehigh university
Bs. Mba, Corporate finance. Economics
Joanne Stillman's Morgan Stanley Experience January 2001 - March 2015
Job
Industry Hospitality
Experience
Morgan Stanley January 2001 - March 2015
Paine Webber/UBS 1995 - 2000
Education
Northeastern University
Bachelor of Arts (B.A.)
Pace University
Master of Business Administration (MBA), Marketing Management
Morgan Stanley January 2001 - March 2015
Paine Webber/UBS 1995 - 2000
Education
Northeastern University
Bachelor of Arts (B.A.)
Pace University
Master of Business Administration (MBA), Marketing Management
Anthony Venuti's Morgan Stanley Experience
Job Retired at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Manufacturing..., Supply Chain Management, Certified Financial..., Financial Operations..., Financial transaction..., Guitarist, Luthier
Education
Boston University 1990 — 1995
Master of Business Administration (M.B.A.), International Operations Management, 3.8
University of Massachusetts Boston 1980 — 1983
Bachelor’s Degree, Operarions Management, 3.8
Northeastern University 1976 — 1979
Electrical and Electronics Engineering
University of Massachusetts, Amherst 1969 — 1971
Communications
Morgan Stanley
Skills
Manufacturing..., Supply Chain Management, Certified Financial..., Financial Operations..., Financial transaction..., Guitarist, Luthier
Education
Boston University 1990 — 1995
Master of Business Administration (M.B.A.), International Operations Management, 3.8
University of Massachusetts Boston 1980 — 1983
Bachelor’s Degree, Operarions Management, 3.8
Northeastern University 1976 — 1979
Electrical and Electronics Engineering
University of Massachusetts, Amherst 1969 — 1971
Communications
Daniel Lipari's Morgan Stanley Experience July 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
West Hills Day Camp July 2014 - August 2014
Education
Northeastern University 2013 — 2018
Accounting
Morgan Stanley July 2015 - Present
West Hills Day Camp July 2014 - August 2014
Education
Northeastern University 2013 — 2018
Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS