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
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Morgan Stanley Employees
Morgan Stanley October 2014 - Present
JPMorgan Chase March 2011 - October 2014
Bank of America April 2009 - February 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch July 2005 - July 2006
Moody's Investors Service September 2004 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Mandarin, Cantonese, Microsoft Office, Essbase, Hyperion Reports, Oracle General Ledger, SAP, Virtual Data Rooms, Piano Playing, M&A experience, Due Diligence, Acquisition Integration, Divestitures, Financial Analysis, Project Management, Strategic Planning, Financial Reporting, SharePoint, Variance Analysis, Analysis, Internal Controls
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Finance and Entrepreneurship, 3.6
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Global Clearing Firm February 2012 - Present
Goldman Sachs October 2004 - February 2012
Morgan Stanley June 1986 - September 2004
Merrill Lynch May 1983 - May 1986
Skills
Team Leadership, Futures, Options, Financial Services, Risk Management, Trading, Operations Management, Derivatives, Equities, Settlement, Trading Systems, Electronic Trading, FINRA, Prime Brokerage, Relationship Management, Fixed Income, Leadership, Series 7, Management, Back Office, Market Data, Corporate Actions, Hedge Funds, Middle Office, Equity Derivatives, Bloomberg, Commodity, Financial Markets, Equity Trading, Capital Markets, Proprietary Trading, Securities, Securities Lending, FX Options
Education
Baruch College
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. March 2015 - July 2015
J.P. Morgan February 2014 - August 2014
Morgan Stanley March 2013 - December 2013
AIG July 2012 - March 2013
Ernst & Young Your World Your Vision Competition January 2013 - February 2013
Skills
Mandarin, Cantonese, Photoshop, Microsoft Excel, CFS Payroll, Corptax Software, PowerPoint, Tax, Teamwork
Education
Shanghai University of Finance and Economics 2015 — 2015
Economics, 4.0
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Tottenville High School 2007 — 2011
Accounting and Finance, 4.0
Morgan Stanley March 2014 - April 2014
NBCUniversal, Inc. January 2011 - May 2013
New York Presbyterian Hospital May 2010 - January 2011
Lenox Advisors April 2008 - May 2009
BGC Partners May 2005 - March 2007
Skills
Microsoft Office, Turret Phones, Editing, Social Media, Event Planning, Research, Facebook, Customer Service, Social Networking, Creative Writing, Public Relations, Social Media Marketing, Press Releases, Event Management, Journalism, Blogging, PowerPoint, Team Building, Microsoft Word
Education
Baruch College 1996 — 2000
Bachelor of Arts (B.A.), Journalism
Deutsche Bank July 2015 - Present
Morgan Stanley Wealth Management 2014 - 2014
Morgan Stanley 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi 2005 - 2009
Citi 2003 - 2005
Citi 1988 - 2003
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 4, Series 66, Series 55, Wealth Management, Alternative Investments, Uniform Combined State..., FINRA, Mutual Funds, Series 65, Securities, Asset Management, Wealth Management..., Asset Allocation, Financial Services, Separately Managed..., Trading, Portfolio Management, Investments, ETFs, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Equities, Investment Management, Hedge Funds, Bonds, Capital Markets, Financial Advisory, Strategic Financial...
Education
Baruch College
BBA
Bank of America July 2015 - Present
Morgan Stanley September 2012 - July 2015
BGC Partners June 2011 - August 2011
AXA Advisors October 2010 - February 2011
The Ticker February 2009 - February 2011
WNYC Radio July 2010 - August 2010
Healthcare DPS October 2009 - January 2010
Skills
Editing, Sales, Social Media, Journalism, Copy Editing, Blogging, Financial Markets, Social Media Marketing, Series 7, Research, Financial Analysis, Financial Modeling, Strategic Financial..., Fixed Income, PowerPoint, Microsoft Excel, Equities, Investments, Options, Bloomberg, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Finance and Investments
Morgan Stanley January 2012 - Present
Morgan Stanley November 2009 - January 2012
Mizuho Securities USA 2000 - April 2009
Mizuho Securities USA January 2000 - April 2003
ING (U.S.) Securities, Futures and Options, Inc. January 1999 - December 1999
Norfield Investment Partners 1998 - 1999
Hilliard Farber & Co., Inc. 1995 - 1997
Swiss Bank Corporation 1993 - 1995
Chemical Bank New York 1987 - 1993
Federal Farm Credit Banks Funding Corporation 1984 - 1987
Skills
VAR, Stress Testing, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Trading, Interest Rate..., Equity Derivatives, Bloomberg, FX Options, Market Risk, Investment Banking, Options, Securities, Bonds, Risk Management, Commodity, Structured Finance, Financial Risk, Finance, Asset Allocation, FINRA, Banking
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
MBA, Finance
Union College 1976 — 1980
BA, Ecomonics
William H. Hall High School
Deutsche Bank August 2014 - Present
Nexstar Capital Partners, LLC May 2011 - August 2014
Morgan Stanley January 2010 - May 2011
Morgan Stanley June 2007 - December 2009
Morgan Stanley 2006 - 2006
Skills
Leadership, Credit Derivatives, Risk Management, Bloomberg, Valuation, Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Equities, Hedge Funds, Alternative Investments, Private Equity, Financial Analysis, Asset Management, Corporate Finance, Market Risk, Mergers & Acquisitions, Portfolio Management, Investments, Strategy, Emerging Markets, Series 7
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.), Dean's List
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Investments
Prospect 33 April 2015 - Present
AIG July 2014 - April 2015
AIG November 2012 - July 2014
Morgan Stanley January 2005 - January 2012
Morgan Stanley January 2004 - January 2005
Morgan Stanley January 2001 - January 2004
Morgan Stanley January 1998 - January 2001
Morgan Stanley January 1996 - January 1998
Morgan Stanley January 1994 - January 1996
Amerada Hess April 1992 - October 1994
Skills
Trading product..., Cross-function..., Software implementation, strategic leadership, P&L/Balance Sheet..., Financial Control tools, Regulatory requirement..., OTC Trading Systems, Derivative accounting, Global Team Management, Derivatives, Strategic Leadership, Management, Valuation, Integration, Finance, Analysis, Fixed Income, Trading Systems, Business Process..., Commodity, Trading, Financial Services, Project Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
MBA, Information Systems
Penn State University 1982 — 1987
BS, Science - Math Option
Barclays Investment Bank May 2014 - Present
Morgan Stanley June 2012 - May 2014
Morgan Stanley September 2011 - March 2012
Morgan Stanley June 2011 - August 2011
Linens N Bath Creations September 2009 - June 2011
Wall Street Mortgage Bankers January 2006 - September 2009
Skills
Capital Markets, Fixed Income, Corporate Finance, Financial Reporting, Financial Analysis, Bloomberg, Liquidity Risk, Liquidity Management, Portfolio Management, Commercial Lending, Investments, Leadership, Due Diligence, Cash Management, Risk Management, Investment Banking, Funding, Financial Modeling, Equity Derivatives, liquidity, Relationship Management, Hedge Funds, Equities
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
HSBC 2013 - Present
Morgan Stanley July 2011 - January 2013
Skills
Financial Modeling, Financial Analysis, Project Management, Equities, Microsoft Office, Client Relations, Client Development, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's degree, Finance, General
Morgan Stanley October 2014 - Present
PineBridge Investments July 2008 - October 2014
Bethpage Federal Credit Union April 2008 - June 2008
Askari Bank November 2006 - February 2008
Securities and Exchange Commission of Pakistan June 2005 - October 2006
GunnAllen Financial April 2003 - March 2005
Abbott Laboratories December 2002 - March 2003
Tri-State Developers NY, Inc January 2002 - November 2002
Skills
Multicurrency..., General Ledger..., General Ledger Migration, General Ledger Cleanup, Startup Experience, Process Development, Process Improvement, Policies and Procedures..., Internal Controls, Accounting, Account Reconciliation, Financial Reporting, General Ledger, Consolidation, Forecasting, Accounts Payable, Analysis, Auditing, Budgets, Cash Flow Forecasting, Equities, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Statements, IFRS, Investments, Management, Managerial Finance, Portfolio Management, Private Equity, Process Simulation, QuickBooks, Risk Management, SAP, Sarbanes-Oxley Act, Start-ups, Tax, US GAAP, Valuation, Corporate Finance, Due Diligence, SEC filings, Strategic Financial..., Internal Audit, GAAP, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelors of Business Administration, Accounting
BlackRock August 2013 - Present
BMO Capital Markets October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Apollo Global Management LLC September 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
Economic Club of New York January 2009 - July 2011
International Council of Jurists (India) June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Major: Finance; Minor: English
Bronx High School of Science 2004 — 2008
J.P. Morgan June 2015 - Present
Argo Partners October 2014 - May 2015
Morgan Stanley October 2014 - November 2014
Clearwater Beach Club May 2012 - August 2014
USA Recruiting January 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Finance, General
Stony Brook University 2012 — 2014
Finance, General
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley June 2010 - December 2011
Morgan Stanley December 2007 - May 2010
Skills
Corporate Tax, Microsoft Excel, Provision, Outlook, CPA, Tax, Financial Reporting, Sarbanes-Oxley, Accounting, Tax Accounting, Microsoft Office, Sarbanes-Oxley Act
Education
Baruch College 2010 — 2013
Master of Science (M.S.), Taxation
Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accountancy
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Morgan Stanley November 2009 - June 2010
J.P. Morgan April 2008 - January 2009
Bear Stearns (JPMorgan) 2007 - 2008
Skills
Excel, Microsoft Office, Word, PowerPoint, Bloomberg, Derivatives, Credit Derivatives, Management, Strategy, Accounting, Operations, Finance, Trading, Microsoft Word, Fixed Income
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley September 1993 - Present
Time Magazine January 1991 - February 1992
Education
Baruch College 1982 — 1986
Marketing/Marketing Management, General
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
JPMorgan Chase April 2013 - Present
Morgan Stanley January 2007 - April 2013
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Bloomberg, Prime Brokerage, Derivatives, Hedge Funds, Investments, Securities
Education
Baruch College
BBA, Operations Management, Business Communications
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Forest Hills Capital Management December 2012 - April 2013
Students for a Free Tibet May 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Economics, Due Diligence, Access, Analysis, Investment Banking, Management, Recruiting
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Macaulay Honors College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Nielsen September 2013 - Present
Morgan Stanley August 2011 - August 2013
Capital One July 2010 - August 2011
Thomson Reuters February 2006 - May 2008
Temco Service Industries August 2002 - January 2006
LAZARD 1992 - 2001
Skills
Project Management, Vendor Management, Microsoft Office, Equities, Strategic Planning, Microsoft Excel, Financial Analysis, Business Analysis, Financial Markets, Budgets, Business Strategy, Leadership, Management Consulting, Financial Reporting, Accounting, Change Management, Forecasting, Risk Management, New Business Development, Process Improvement, Financial Modeling, Customer Service, Team Building, Program Management, Management, Operations Management, Contract Negotiation, Business Process..., Performance Management, CRM, Strategy
Education
City University of New York-Baruch College
BA, English
SunTrust Robinson Humphrey August 2015 - Present
Sponsors for Educational Opportunity August 2013 - Present
AT&T Mobility October 2011 - April 2013
AT&T Mobility May 2011 - October 2011
Morgan Stanley February 2010 - February 2011
General Mills May 2009 - August 2009
Chase Cost Management December 2007 - April 2009
Skills
Sales, Financial Analysis, Venture Capital, Mobile Applications, Early-stage Startups, Project Management, Finance, Analysis, Leadership, Training, Recruiting, Social Media, Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
Citi October 2014 - Present
Citi September 2011 - October 2014
Morgan Stanley April 2010 - September 2011
Morgan Stanley June 2009 - April 2010
Morgan Stanley July 2006 - June 2009
BNY Mellon June 2005 - August 2005
Mellon Bank May 2004 - August 2004
Skills
Fixed Income, Derivatives, Financial Services, Equities, Securities, Relationship Management, Bloomberg, Capital Markets, Hedge Funds, Portfolio Management
Education
Baruch College 2012 — 2016
Master of Business Administration (M.B.A.), Finance and Computer Information Systems
Villanova University 2002 — 2006
B.S., Finance
Morgan Stanley 2012 - Present
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
XL Capital Assurance June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Finance, Mutual Funds, Accounting
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master of Science (MS), Accounting
Binghamton University 2005 — 2009
BS in Management, Finance, Art History
Binghamton University - School of Management 2005 — 2009
Bachelor of Science, Management; Finance
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - May 2015
Morgan Stanley August 2012 - August 2013
Morgan Stanley June 2011 - July 2012
Baruch College August 2009 - May 2011
Morgan Stanley June 2010 - August 2010
NYC Comptroller's Office March 2010 - May 2010
Starr Career Development Center September 2008 - June 2009
Skills
Higher Education, Outlook, Microsoft Excel, Emerging Markets, Microsoft Office, Research, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, General
GreenPath Debt Solutions May 2009 - October 2014
Morgan Stanley January 2004 - June 2008
UBS Financial Services September 2003 - January 2004
Skills
Mutual Funds, Customer Service, 401k, Disability Insurance, Employee Benefits, Equities, Finance, Fixed Income, IRAs, Investment Strategies, Investments, Life Insurance, Long-term Care, Microsoft Office, Retirement, Retirement Planning, Securities, Strategic Financial..., Term Life Insurance, Variable Annuities
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Citi June 2015 - August 2015
iChannel Media July 2014 - September 2014
Google June 2014 - June 2014
Morgan Stanley November 2013 - December 2013
Wise Individualized Senior Experience (W.I.S.E) Program January 2013 - May 2013
Skills
Leadership, Financial Analysis, Investment Banking, Microsoft Office, Economics, Public Speaking, Research, Finance
Education
City University of New York-Baruch College 2013 — 2017
3.51/4.0
OpenDoor 2014 — 2014
The Bank of America Merrill Lynch Wall Street Virtual Academy, Finance
Sommerlyn Associates Real Estate October 2013 - Present
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch March 2005 - April 2012
Morgan Stanley September 2000 - March 2005
Skills
Business Relationship..., Service Excellence, Visual Basic, Emerging Markets, Equities, Service Quality
Education
Baruch College 1994 — 1998
Bachelor of Business Administration, Finance
Univision Communications Inc. October 2014 - Present
Univision Communications Inc. August 2014 - October 2014
Univision Communications Inc. May 2014 - August 2014
Bowery Kitchen Supplies September 2010 - January 2014
Morgan Stanley January 2007 - July 2010
NYSE Euronext February 2010 - May 2010
The CityKids Foundation, Inc. October 2006 - December 2006
Skills
Marketing, Event Planning, Social Media, Software Documentation, Management, Photoshop, Social Media Marketing, Accounts Payable, Public Relations, Microsoft Word, Microsoft Excel, Digital Marketing, Small Business, Customer Service, Business Development, PowerPoint, Windows, Advertising, Facebook, Kitchenware, Loyalty Programs, Marketing Strategy, Google Adwords, Media Buying, Twitter Marketing, Facebook Marketing
Education
Baruch College 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Eleanor Roosevelt High School 2003 — 2006
Bank of America June 2015 - Present
GE Capital November 2014 - May 2015
Citi September 2011 - August 2014
Citi July 2009 - September 2011
JPMorgan Chase December 2005 - January 2007
Goldman Sachs May 2005 - November 2005
Seton Hall University September 2003 - May 2004
Morgan Stanley January 1999 - May 2001
Salomon Brothers May 1997 - May 1998
Skills
Derivatives, Risk Management, Software Development, CDS, Strategic Planning, Microsoft Excel, PowerPoint, Regulatory Capital, Microsoft Word, Fixed Income, Equities, Portfolio Management, Investment Banking, Operational Risk..., Financial Risk, Analysis, Capital Markets, Financial Analysis, Trading, Financial Services, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Finance, Marketing
Seton Hall University 2002 — 2003
M.A., Instructional Design and Technology
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Accounting, Information Systems
Morgan Stanley August 2014 - Present
UBS Investment Bank February 2014 - August 2014
Citi May 2013 - December 2013
BARCLAYS CAPITAL INC. June 2012 - May 2013
LAMCO LLC March 2009 - July 2011
BARCLAYS CAPITAL INC. September 2008 - March 2009
LEHMAN BROTHERS September 2005 - September 2008
OMEGA EMS BROKERAGE January 2004 - September 2005
FIRST INVESTORS CORPORATION May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY September 2000 - September 2001
Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew
Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance
Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science
Monmouth University
Associate in Science, Finance
Brooklyn Technical High School
High School Diploma, Bio-Med Major
Capital One May 2014 - Present
Morgan Stanley January 2013 - May 2014
Morgan Stanley May 2012 - August 2012
The World Bank June 2008 - July 2010
George Washington University January 2010 - June 2010
George Washington University September 2009 - December 2009
Skills
Econometrics, Economics, Bloomberg, Financial Modeling, Market Risk, Fixed Income, Derivatives, Statistics, VBA, Financial Markets, Quantitative Analytics, Time Series Analysis, Quantitative Finance, Monte Carlo Simulation, Valuation, Scenario Analysis, Operational Risk, Reporting & Analysis, Options
Education
City University of New York-Baruch College 2011 — 2012
Master, Financial Engineering
Boston University 2010 — 2010
Master, Economics
The George Washington University 2007 — 2010
Bachelor of Science, Applied Mathematics, Economics
Management Leadership for Tomorrow June 2014 - Present
Minie's Professional Services February 2014 - Present
Baruch College October 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
CUNY - Student Leadership Academy June 2014 - June 2014
Christmas Tree Shops September 2012 - June 2014
JPMorgan Chase April 2014 - April 2014
JPMorgan Chase April 2014 - April 2014
Skills
Leadership, Mentoring, Teaching, Communication, Multi Tasking, Organization, Public Speaking, Critical Thinking, Analysis, Management, Teamwork, Customer Service
Education
City University of New York-Baruch College 2012 — 2016
Bachelor's Degree, Finance, General, 3.57
Morgan Stanley June 2015 - Present
Goodwill Industries (Non-Profit Education) October 2013 - August 2014
Brooklyn Technical Program Office October 2010 - May 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Public Speaking, Event Planning, Customer Service, Teamwork, Social Media
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor's Degree, Statistics and Quantitative Modeling, Freshman
Brooklyn Technical High School 2011 — 2015
BMO Capital Markets July 2015 - Present
Bank of America October 2006 - July 2015
Merrill Lynch October 2006 - October 2007
Morgan Stanley March 2006 - October 2006
Skills
Bloomberg Terminal, Operational Risk..., Bonds, Interest Rate..., Trading Systems, Securities, Derivatives, Trading, Financial Analysis, Middle Office, Structured Products, Operational Risk, Microsoft Excel, Banking, Bloomberg, Capital Markets, Credit Derivatives, Fixed Income, Equity Derivatives, Investment Banking, Equities, Financial Modeling, Portfolio Management
Education
Baruch College 2000 — 2004
Lincoln High School 1996 — 2000
AFS Intercultural Programs June 2015 - July 2015
The Princeton Club of New York May 2015 - May 2015
Seedco March 2015 - April 2015
Lyn's Salon 2008 - January 2015
Morgan Stanley June 2013 - August 2013
Garan Inc. July 2000 - December 2000
Skills
Management, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Merchandising, Financial Reporting, Access, Customer Service, Time Management, Public Speaking, Microsoft Word, Accounting, Leadership, Analysis, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investment
Kingsborough Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Accounting
OFI Global/OppenheimerFunds March 2015 - Present
BNY Mellon Asset Management April 2007 - March 2015
AXA Advisors May 2006 - March 2007
Morgan Stanley August 2004 - May 2006
Skills
Series 7, Financial Services, Securities, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Asset Management, Series 24, Investment Management, Separately Managed..., Series 65
Education
Baruch College
Bachelor of Business Administration, Finance and Investments
Morgan Stanley Investment Management April 2010 - Present
Grant Thornton LLP September 2008 - March 2010
Morgan Stanley April 2006 - September 2008
Grant Thornton LLP December 2002 - March 2006
Education
Baruch College 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley July 2010 - Present
Chase January 2010 - July 2010
Citi January 2007 - December 2009
Take Two Interactive Corp May 2006 - January 2007
Skills
Financial Services, Financial Risk, Wealth Management, Equities, Team Leadership, Highly detail oriented, Series 7, Asset Management, Securities, Financial Analysis, Series 63, Investments, Asset Allocation, Finance, Risk Management, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Business Analysis, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), International Business
Pearl Capital January 2013 - Present
Principis Capital December 2010 - December 2012
EPI Networking May 2009 - December 2010
DJM Management July 2006 - April 2009
Jefferies Group May 2003 - June 2006
Morgan Stanley September 2001 - April 2002
Skills
Valuation, Fundraising, Investments, Private Equity, Financial Reporting, Finance, Sales, Negotiation, Investor Relations, Real Estate, Investment Banking, Financial Modeling, Analysis, Mergers & Acquisitions, Banking, Cash Flow, Financial Risk, Management, Mergers, Equity Research, Small Business
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Masters, Business
Touro College 1998 — 2001
Bachelor of Science, Marketing
CityRover Walks January 2010 - Present
Morgan Stanley May 2006 - July 2009
Skills
Start-ups, Business Strategy, Entrepreneurship, Social Media
Education
IESE Business School 2009 — 2009
MBA, Marketing, Entrepreneurship, Innovation
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Global Business
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
Deutsche Bank 2015 - Present
BNP Paribas 2014 - 2015
HSBC Capital Market 2010 - 2014
HSBC Capital Market 2010 - 2014
Morgan Stanley 2008 - November 2010
Bear Stearns 2006 - 2008
AXA Equitable 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
INROADS 2005 - 2006
Skills
Capital Markets, Equities
Education
Immaculate
Baruch College, City University of New York (CUNY) 2002 — 2006
Morgan Stanley August 2005 - Present
Morgan Stanley August 2005 - Present
Skills
Informatica, Program Management, Project Management, Banking, SDLC, Reference Data, Financial Analysis, Securities, Data Warehousing, Business Analysis, IT Strategy, Teradata, Business Intelligence, Business Objects, Enterprise Architecture, Vendor Management, Requirements Gathering, Data Quality, Solution Architecture, DB2, Software Project..., Requirements Analysis, SOA, Agile Methodologies, IT Management, Cognos, Business Process..., Governance, Wealth Management, Database Design, FINRA, Visio, Series 7, Business Requirements
Education
Baruch College 1982 — 1986
BBA
Morgan Stanley June 1998 - Present
Consolidated Edison Company of New York July 1990 - June 1998
Skills
Commodities, Energy, Renewable Energy, PJM, NYISO, ISO-NE, Emissions Trading, Carbon Trading, Trading, Electricity Markets, Northeast Trading, Basis trading, Commodity, Energy Markets, Natural Gas, Commodity Markets
Education
Baruch College 1992 — 1995
MBA, Management Information Systems
Polytechnic University 1982 — 1986
Bachelor of Science, Metallurgical Engineering
Parson Consulting consultantCitigroup2007 - 2008
MetLife Inc. May 2005 - August 2006
MetLife 2005 - 2006
Morgan Stanley April 2000 - April 2004
Salibello & Broder LLP 1995 - 2000
salibello & broder 1995 - 2000
salibello & broder 1995 - 2000
Education
New York Institute of Technology 2007 — 2009
Masters, Global Management
Baruch College, City University of New York (CUNY) 1995 — 2000
The City University of New York (CUNY August 2009 - Present
Morgan Stanley August 2008 - January 2009
The Guggenheim Museum May 2008 - July 2008
Baruch College-Graduate Programs 2006 - 2007
Office of Management and Budget 2005 - 2007
T-Systems March 2004 - February 2005
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Finance
City University of New York-Baruch College 1998 — 2001
BBA, Finance
Morgan Stanley March 2015 - Present
Citi September 2010 - March 2015
Barclays Capital August 2009 - August 2010
Merrill Lynch August 1999 - April 2009
Societe Generale July 1995 - August 1999
UBS June 1994 - July 1995
Pepsi-Cola June 1992 - June 1994
Skills
Strategy, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Project Management, Portfolio Management, Asset Management, Financial Risk, Private Equity, Financial Services, Software Development, Sybase, Securities, Valuation, Fixed Income, Microsoft SQL Server, Credit Risk, Web Services, IT Strategy, Risk Management, Databases, Project Planning, Fund Accounting, Collateral Management, SDLC, Java, Management, Asset Managment, Leadership, ETFs, Equities, Low Latency, Vendor Management, C#, Business Analysis, Global Custody, Unix, Enterprise Architecture, Market Data
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Computer Information Systems
Morgan Stanley February 1994 - Present
IBM 1988 - 1994
Skills
Business Analysis, Risk Management, Financial Services, Vendor Management, Investment Banking, Portfolio Management, Relationship Management, Outsourcing, Business Transformation, CRM, Disaster Recovery, IT Strategy, Management, Process Improvement, Project Delivery, Project Management, Strategy, PMO
Education
Baruch College, City University of New York (CUNY) 1989 — 1996
RR Donnelley November 2010 - Present
Bowne & Co. January 1989 - November 2010
Morgan Stanley July 1987 - October 1988
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Finance and Accounting
Rutgers University-New Brunswick 1980 — 1982
Pre Med/Pharmacy
Deutsche Bank March 2014 - Present
AXA Equitable March 2009 - November 2013
Morgan Stanley March 2000 - February 2009
Smith Barney 1998 - 2000
Skills
Cash Management, Derivatives, Money Market, Optimization, Swaps, Structured Products, Commodities, Options, Treasury Management, General Ledger, Financial Reporting, Risk Management, Accounts Payable, Accounts Receivable, Equity Derivatives, Accounting, Banking, Interest Rate..., Investment Banking, Transaction Banking, Corporate Treasury, Banking Relationships, Payments
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Prudential Financial December 2014 - Present
Citi 2012 - 2013
Morgan Stanley 2010 - 2012
Morgan Stanley 2007 - 2010
Credit Suisse 2005 - 2006
Morgan Stanley 2000 - 2005
The Pacesetter Group 1999 - 2000
Rosenbluth International 1997 - 1999
Skills
Program Management, Management, Change Management, Capital Markets, Derivatives, Equities, Operational Risk, Risk Management, Operational Risk..., Securities, Fixed Income, Investment Banking, Management Consulting, Business Continuity, Business Continuity..., Business Resilience, Business Process..., Crisis Management, Leadership, Strategic Planning, Team Building, Cost Reduction..., Internal Controls, Business Performance..., Strategic Partnerships, Strategy, Financial Risk
Education
Baruch College, City University of New York (CUNY)
BA, English
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Morgan Stanley 2014 - Present
MORGAN STANLEY 2010 - 2014
Morgan Stanley Investment Management 2008 - 2010
MORGAN STANLEY 2006 - 2008
National Football League 2002 - 2005
Henry Schein 1996 - 2001
Computer Associates 1996 - 1996
Skills
Essbase, Financial Modeling, Financial Analysis, Business Intelligence, Finance, Business Analysis, Financial Reporting, Business Objects, Analytics, Hyperion Enterprise, Hyperion Planning, Corporate Finance, Financial Systems, Data Warehousing, Business Process..., Forecasting, Process Improvement, Accounting, Data Integration, Budgets, Financial Planning, Access, MIS, Data Analysis, Visio, Database Administration, Consolidation, Process Engineering, Cognos, Analysis, PeopleSoft, Strategic Planning, QlikView, QlikView Development, Business Analytics, Data Modeling, SDLC, ETL, Management, Microsoft Excel, Hyperion, Budgeting, Excel, Business Management, Planning, Offshore Outsourcing, Equities, Financial Services, Project Management, Tableau
Education
Long Island University 1997 — 1999
Master of Business Administration (M.B.A.), Management Information Systems
Baruch College, City University of New York (CUNY) 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Stony Brook University 1990 — 1992
Morgan Stanley August 2012 - Present
Credit Suisse March 2010 - August 2012
Credit Suisse August 2005 - March 2010
CPA firms & Private Companies August 1997 - August 2005
Skills
Avdanced Excel user, Essbase, Investment Banking, Access, PeopleSoft, Project Coordination, CPA, Clarity, Business Objects, Microsoft Excel, General Ledger, Consolidation, Accounting, Financial Modeling, Financial Accounting, Variance Analysis, VBA, Hyperion Enterprise, Financial Reporting, Fixed Income, Corporate Finance, Forecasting, Business Analysis, Product Control, Strategic Financial..., Mergers, Bloomberg, Account Reconciliation, Finance, Derivatives, Equities, Financial Forecasting, Budgets, Valuation, Internal Audit, Auditing, GAAP, Internal Controls, Risk Management, Hedge Funds, Financial Risk, Sarbanes-Oxley Act, Structured Products, Managerial Finance, Investments, Financial Services, Financial Structuring, Credit Risk, Due Diligence, Analysis
Education
City University of New York-Baruch College 1995 — 1999
Bachelor Degree, Business Accounting
Morgan Stanley August 2015 - Present
TD January 2013 - August 2015
Morgan Stanley 2007 - January 2013
PricewaterhouseCoopers 2004 - 2007
Barnes & Noble 2002 - 2004
Deloitte 2000 - 2002
Skills
Auditing, IT Audit, Internal Audit, CPA, CISA, Risk Management, Operational Risk, Financial Risk, Enterprise Risk..., Market Risk, Internal Controls, Sarbanes-Oxley Act, Basel II, Financial Analysis, Capital Markets, Operational Risk...
Education
City University of New York-Baruch College - Zicklin School of Business
New York University - Leonard N. Stern School of Business
Morgan Stanley
Education
Baruch College, City University of New York (CUNY)
Morgan Stanley October 2013 - Present
GfK November 2009 - October 2013
Knowledge Networks May 2007 - November 2009
WSL Strategic Retail January 2005 - March 2007
Skills
Segmentation, Qualitative Research, Market Research, SPSS, Quantitative Research, Survey Research, Questionnaire Design, Consumer Insights, Data Analysis, Online Research, Data Collection, Excel, PowerPoint, Research, Survey, Customer Insight, Survey Design, Microsoft Excel, Advertising Research, Surveying, Consumer Behaviour, Marketing Research, Primary Research, Competitive Intelligence
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
The Blackstone Group April 2013 - Present
Cantor Fitzgerald December 2011 - April 2013
Cadogan Management November 2007 - December 2011
Baruch College 2006 - 2008
Onex May 2006 - November 2007
Moon Capital October 2005 - May 2006
Robeco Investment Management December 1997 - October 2005
Weiss, Peck & Greer 1997 - 2005
Morgan Stanley 2000 - 2000
First Chicago Trust Company April 1996 - December 1997
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Executive MBA
Hofstra University 1990 — 1994
BBA, Accounting & International Business
Bank of America April 2005 - November 2013
Credit Suisse First Boston 2000 - 2005
Deutsche Bank 1998 - 2000
Bank Boston July 1997 - July 1998
Morgan Stanley July 1995 - July 1997
Chase Manhattan Corporation 1993 - 1995
JYACC 1991 - 1993
Skills
Fixed Income, Derivatives, Risk Management, Capital Markets, Bonds, FX Options, Trading Systems, Equities, Swaps, Financial Risk, Trading, Electronic Trading, Rates, Market Data, Interest Rate..., Wealth Management, Low Latency, Equity Trading, Collateral Management, Trading Strategies, Distributed Systems, Commodity, Financial Services, Equity Derivatives, Emerging Markets, Investments, Prime Brokerage, Options, Hedge Funds, Credit Derivatives, Investment Banking, Market Risk, Middle Office, Bloomberg, Financial Markets, Structured Products, Proprietary Trading, FX trading
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
MBA, Finance
Stony Brook University 1986 — 1991
Bachelor, Electrical Engineering and Computer Science
Morgan Stanley August 2001 - June 2008
Rivington House Health Care Facility March 2001 - June 2001
Citibank July 1995 - January 1998
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Industrial Organizational Psychology
John Dewey High School 1992 — 1996
RBS October 2009 - October 2012
Banc of America Securities January 2009 - July 2009
Merrill Lynch March 2005 - December 2008
Morgan Stanley 1986 - 2005
Skills
Derivatives, Equities, Fixed Income, Capital Markets, Hedge Funds, Electronic Trading, Bonds
Education
City University of New York-Baruch College 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
ICON Capital Corp./ICON Securities 2007 - 2008
Wachovia Capital Markets 2002 - 2006
Morgan Stanley 2001 - 2002
Education
Pace University - Lubin School of Business
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Business; Computer Information Systems
Deloitte Tax LLP January 2005 - Present
Morgan Stanley 2000 - 2002
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Morgan Stanley September 2014 - Present
Bank of America September 2007 - September 2014
Sovereign Bank September 2004 - September 2007
Skills
Financial Analysis, Capital Markets, Banking, Financial Modeling, Risk Management, Internal Audit, Financial Risk, Auditing, Loans, Credit Risk, Operational Risk..., Operational Risk, Financial Services, Due Diligence, Internal Controls, AML, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Berkeley College-New York
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Apollo Global Management LLC April 2014 - Present
Man Investments 2008 - 2010
Morgan Stanley 2006 - 2008
SIAC 2002 - 2006
SIAC 1998 - 2002
MBH Consulting 1995 - 1997
Skills
Market Data, ITIL, Disaster Recovery, Vendor Management
Education
Baruch College 1982 — 1987
NCH Capital August 2008 - Present
DTZ Rockwood November 2007 - July 2008
Ceres Commodities Group LLC November 2005 - November 2007
Framework Investment Group LP May 2004 - October 2005
Framework Investment Group LP April 2003 - May 2004
PricewaterhouseCoopers September 2002 - April 2003
Radin, Glass & Co., LLP July 1998 - September 2002
Morgan Stanley June 1993 - July 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Credit Suisse September 2008 - Present
Morgan Stanley May 2007 - March 2008
Morgan Stanley January 2006 - April 2007
Morgan Stanley August 2004 - December 2005
Deutsche Bank May 2003 - August 2004
HSBC May 2001 - April 2003
HSBC January 2000 - April 2001
HSBC April 1998 - December 1999
Skills
Risk Management, Regulatory Requirements, Project Management, Compliance Review, Market Risk, Auditing, Equities, Valuation, Fixed Income, Private Equity, Hedge Funds, Fund of Hedge Funds, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
MBA
Financial Industry Regulatory Authority (FINRA) August 2004 - Present
Morgan Stanley July 2002 - August 2004
Morgan Stanley May 1999 - July 2002
Skills
Municipal Bonds, Anti Money Laundering, Securities Regulation, Securities Market, Regulatory Examinations, Fraud Detection, SEC, Financial Analysis, SEC Financial Reporting, Financial Accounting, Accounting, Tax, Risk Management, FINRA, Financial Regulation, Series 7, Mutual Funds, Capital Markets, Hedge Funds, Securities, Fixed Income, Financial Risk, Equities, Investment Advisory, Due Diligence
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS, Accounting
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Computer Information Systems
Wells Fargo September 2009 - March 2014
JPMChase May 2000 - October 2009
JPMorgan 2000 - 2008
The Chase Manhattan Bank 2000 - 2002
Morgan Stanley January 1999 - January 2000
CSK Software (Kibo Group) 1998 - 2000
Citibank September 1998 - January 1999
KBC Bank August 1998 - November 1998
Skills
Market Data, Integration, Trading, Investment Banking, Access, Analysis, Business Analysis
Education
Borough of Manhattan Community College 2009 — 2010
EDB, Business Management
Baruch College, City University of New York (CUNY) 1995 — 1997
BA, Business Administration
Morgan Stanley December 2008 - Present
Morgan Stanley December 2004 - December 2008
Morgan Stanley June 2002 - December 2004
JP Morgan Chase January 2001 - June 2002
JP Morgan Chase April 1998 - December 2001
Skills
Corporate Finance, Portfolio Management, Derivatives, Alternative Investments, Fixed Income, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Services, Series 7, Bloomberg, Hedge Funds, Financial Analysis, Private Equity, Equities, Investment Banking, Capital Markets, Valuation, Mutual Funds
Education
New York Institute of Technology-Old Westbury 1998 — 2001
MBA, Finance
Baruch College 1991 — 1995
BBA, Accounting
Barclays May 2013 - Present
Morgan Stanley July 2010 - April 2013
JPMorgan Chase June 2003 - July 2010
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Prospect Research Institute 2014 - Present
Baruch College 2014 - Present
31st Avenue Project 2013 - Present
World Animal Protection US 2013 - 2014
Museum of Arts & Design 2012 - 2012
JP Morgan Chase 2010 - 2011
Morgan Stanley 2002 - 2009
UBS 2001 - 2002
Booz Allen Hamilton 1999 - 2001
Skills
Online Research, Competitive Intelligence, Prospect Research, Factiva, Financial Research, Library Research, Business Intelligence, Library Science, Donor Research, Legal Research, Lexis, Thomson One Banker, Thomson One Analytics, Health Research, Databases, Library Instruction, Public Speaking, Library Reference, Pharmaceutical Industry, PACER, Courtlink, Lipper, Raiser's Edge, Non-profits, Foundation Center, SEC Filings -teaching..., Executive Compensation..., TNT Research, Public Speeking, Prospect Research..., Foundation Search, Research
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
Executive Certificate in Fundraising (School of Public Affairs), Fundraising
New York University 1988 — 1992
Certificate in Filmmaking (School of Continuing Education), Film & Video, N/A
Columbia University School of Library Service SLS 1986 — 1987
MS, Librarianship
University of Brighton 1982 — 1985
BA, Library Science
BNP Paribas January 2013 - Present
TRG Management LP August 2008 - October 2012
The Rohatyn Group 2008 - October 2012
Morgan Stanley 2005 - 2008
Commerzbank 2001 - 2005
Turner Broadcasting March 2000 - September 2001
Skills
Middle Office, Fixed Income, Equities, Hedge Funds, Derivatives, Credit Derivatives, Interest Rate..., Back Office, Bonds, Bloomberg, Capital Markets, Options, Portfolio Management, Settlement, Swaps, Trading
Education
Baruch College 1998 — 2000
Bachelor of Business Administration (BBA), Marketing
Stuyvesant High School, Specialized High School 1991 — 1995
High School
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
Morgan Stanley June 1999 - Present
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
AIG May 2013 - Present
Morgan Stanley May 2012 - May 2013
Goldman Sachs October 2007 - February 2012
Morgan Stanley October 2005 - October 2007
Mellon Financial Corporation/Affiliated Computer Systems March 2005 - October 2005
International Fund Services (N.A.) LLC June 2004 - March 2005
Skills
Fixed Income, Equities, Private Wealth..., Securities, Derivatives, Forecasting, Asset Management, Excel, Financial Analysis, CDS, FX, Interest Rate..., Hedge Funds, FX Options
Education
Baruch College 2007 — 2010
MBA, Finance
Baruch College 2000 — 2004
BA, Finance
Morgan Stanley April 2009 - Present
Morgan Stanley Smith Barney January 2009 - Present
Morgan Stanley March 2008 - Present
Ogilvy & Mather May 2007 - February 2008
Oshima Saito LLP February 2007 - May 2007
Cafe Toscano July 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BA
Nassau Community College 2004 — 2006
AS, Business Administration
Bank of America Merrill Lynch January 2011 - Present
Morgan Stanley February 2009 - April 2011
Morgan Stanley February 2008 - February 2009
Skills
Risk Management, Prime Brokerage, Corporate Actions, Middle Office, Management, Fixed Income, Client Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance, Accounting, Political Science
Bank of America Merrill Lynch April 2015 - Present
RBS Greenwich Capital August 2010 - February 2015
Morgan Stanley May 2009 - August 2009
Skills
Bloomberg Terminal, Intex, Microsoft Office, MBS/ABS Valuation, Series 7, Series 63, Asset Management, Bloomberg, Bonds, Capital Markets, Finance, Financial Markets, MBS, Trading, Trading Strategies, Fixed Income, Structured Products, Technical Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
KMK Consulting Group January 2008 - Present
Alliance Image Consulting January 2005 - Present
Morgan Stanley May 2010 - December 2010
The College of New Rochelle 2006 - 2007
Skills
SDLC, Psychotherapy, SPSS, Program Evaluation, Program Management, Microsoft Excel, Human Resources, Market Research, Strategy, Quantitative Research, Nonprofits, Focus Groups, Management, Public Relations, Research, Strategic Planning, Qualitative Research, Non-profits, Marketing, Analysis, Interviews, Project Management, Ethnography, Editing, Marketing Research, Workshop Facilitation, Leadership, Public Speaking, PowerPoint, Training, Policy, Project Planning, Microsoft Office
Education
Fordham University 2006 — 2010
PhD
Fordham University 2003 — 2006
M.A.
Baruch College, City University of New York (CUNY)
B.A.
City University of New York-Hunter College
B.A.
North American Power and Gas, LLC June 2012 - Present
MXenergy Inc., A Constellation Company August 2007 - May 2012
Morgan Stanley August 2004 - April 2007
National Hockey League January 2000 - July 2004
Skills
Compliance, Due Diligence, Contract Negotiation, Corporate Governance, SOX, M&A experience, SEC reporting, Regulatory Reporting, Regulatory Affairs, Regulatory Submissions, Licensing, Legal Compliance, Regulations
Education
Mercy College 2007 — 2007
Certificate, Paralegal
Baruch College, City University of New York (CUNY) 2000 — 2003
BA, Corporate Communication
Morgan Stanley January 2010 - Present
Bloomberg September 2008 - December 2009
Education
City University of New York-Baruch College 2012 — 2015
Master of Science (MS), Financial Engineering
New York University 2006 — 2009
Bachelor, Mathematics
Wells Fargo Securities September 2013 - Present
Credit Suisse September 2010 - September 2013
PSL Group April 2010 - September 2010
Bank of America Global Banking October 2009 - April 2010
Deutsche Bank August 2008 - July 2009
Morgan Stanley August 2006 - August 2008
Harris Interactive 2005 - 2006
All Global November 2004 - April 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Middle Office, Project Management, Bloomberg, Options, Trading, Bonds, Securities, Back Office, Banking, Corporate Actions, Portfolio Management, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BA, Computer Information Systems
Morgan Stanley October 2007 - Present
Nomura November 1989 - September 2007
Education
Baruch College, City University of New York (CUNY) 1979 — 1981
Business
Kingsborough Community College 1977 — 1979
AAS, Business
Morgan Stanley September 2014 - Present
Royal Bank of Scotland May 1997 - August 2014
UBS March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Disaster Recovery, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
B.S., Accounting, Computer Science
Chan Sui Ki College 1973 — 1978
High School
The Depository Trust & Clearing Corporation September 2015 - Present
UBS Investment Bank 2005 - June 2015
Morgan Stanley 2002 - 2005
Skills
Fixed Income, Equities, Hedge Funds, Securities, Middle Office, Corporate Actions, Back Office, ETFs, Proxy Voting, Class Actions
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA in Finance, Finance, General
Morgan Stanley July 2005 - Present
Prudential Securities / Wachovia Securities January 1998 - March 2005
Skills
Investments, Business Analysis, Wealth Management, Investment Advisory, Investment Performance..., GIPS Proficiency, Performance Reporting, Client Reporting, Advisory Account..., Advisory Account Billing, Financial Analysis, Equities, Investment Performance, Securities, Alternative Investments, Banking, Fixed Income, Hedge Funds, Financial Risk, Strategy, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business
BA, Finance & Investments
HSBC 2014 - Present
Morgan Stanley 2013 - 2014
Deutsche Bank February 2011 - 2013
Deutsche Bank September 2007 - February 2011
DePaul University & GVSU 2003 - 2007
Siemens Corporate Research 2001 - 2002
Tech startups 1998 - 2001
Sybase 1996 - 1997
Skills
Quantitative Finance, Credit Risk, Financial Modeling, Portfolio Optimization, Equities, Financial Risk, Market Risk, Commercial Real Estate, SAS, Time Series Analysis, Predictive Analytics, Enterprise Risk..., Machine Learning, Statistical Modeling, SQL, Data Mining, Start-ups, Risk Management, Big Data, Matlab, R, Startup Consulting, Multivariate Statistics, Structured Finance, Equity Capital Markets, NoSQL, Basel II & III, Model Risk, Model Validation, Stress Testing, CCAR
Education
University of Wisconsin-Madison
PhD & MS, Mathematics, Computer Science
Baruch College, City University of New York (CUNY) 2010 — 2010
Advanced Risk and Portfolio Management (ARPM) with Attilio Meucci
Birla Institute of Technology and Science, Pilani
Bachelor's, Computer Science
Deutsche Bank September 2013 - Present
Morgan Stanley March 2007 - January 2013
RBC July 2005 - March 2007
HSBC Private Bank April 2003 - July 2005
Concord Fabrics August 2001 - November 2002
Skills
Banking, Microsoft Excel, Investment Banking, Securities, Equities, Outlook, Fixed Income, Financial Services, Asset Management, Administrative..., Finance, Investments, Marketing, Customer Service, Spanish, Microsoft Office, Human Resources, Concur, Expense Management, Roadshows, Travel Planning, Meeting Planning, Spanish-English, Brazilian Portuguese, Microsoft Word, PowerPoint, Administrative...
Education
Baruch College 1996 — 2001
Bachelor's degree, International Marketing
HSBC Global Banking and Markets April 2014 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley February 2010 - January 2012
IPG April 2008 - December 2009
Deloitte June 2009 - August 2009
Skills
SEC filings, Financial Analysis, Finance, Treasury, Corporate Finance, Financial Reporting, Financial Modeling
Education
Pace University - Lubin School of Business
Master of Science (MS)
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA
Morgan Stanley October 2014 - Present
Citi July 2012 - October 2014
Herald National Bank May 2008 - June 2012
Bear Stearns May 2006 - April 2008
Signature Bank/Signature Securities Group July 2001 - April 2006
Skills
AML, Bank Secrecy Act, Securities, USA PATRIOT Act, FINRA, OFAC, Series 7, Banking, Financial Risk, Series 24, KYC, Capital Markets, Hedge Funds, Series 63, Operational Risk, Credit, Anti Money Laundering
Education
Baruch College 1984 — 1988
BA, Psychology
J.P. Morgan June 2014 - Present
SS&C Technologies November 2011 - June 2014
Chartis June 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Davidson Kempner Capital Management LLC October 2009 - March 2010
Morgan Stanley November 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Wealth Management, Bloomberg, Financial Reporting, Valuation
Education
Baruch College 2008 — 2011
Bachelor
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management November 2012 - December 2014
Morgan Stanley Smith Barney August 2010 - November 2012
Morgan Stanley June 2009 - August 2010
Gettry Marcus Stern & Lehrer, CPA, P.C. February 2008 - June 2009
Skills
PowerPoint, Microsoft Office, Financial Reporting, Tax, Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Accounting, Financial Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's Degree, Finance, General
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Morgan Stanley September 2014 - Present
Royal Bank of Scotland December 2010 - August 2014
Royal Bank of Scotland May 1997 - December 2010
UBS PaineWebber March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Auditing, Banking, Internal Controls, AML, Information Technology, Operational Risk, Credit Risk, Capital Markets, Investment Banking, Fixed Income, IT Audit, Derivatives, Financial Risk, Swaps, Risk Management
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
BS, Accouting, Computer Science
Morgan Stanley September 2005 - Present
Education
Baruch College
BA, Computer Information Technology
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley Investment Management September 2011 - March 2013
Morgan Stanley January 2006 - September 2011
Skills
Fixed Income, Portfolio Management, Bloomberg, Derivatives, Equity Research, Capital Markets, Valuation
Education
Baruch College 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of North Texas 1999 — 2002
Bachelor of Science (B.Sc.), Computer Science
Lazard May 2004 - Present
Morgan Stanley 1998 - 2004
Skills
Human Resources, Employee Relations, Onboarding, Talent Management, Performance Management
Education
New York University 2010 — 2012
Master's of Science, Human Resource Management and Development
Baruch College
Bachelor of Science, Public Administration
Robert Walters April 2015 - Present
Morgan Stanley July 2013 - April 2015
Lord Abbett & Co. LLC January 2012 - July 2013
FGI Finance August 2011 - January 2012
Porter, LeVay & Rose, Inc. February 2011 - May 2011
Delta Sigma Pi - Pi Psi Chapter January 2009 - May 2011
Permal Asset Management September 2010 - December 2010
eMusic 2009 - 2009
Skills
Bloomberg, Financial Modeling, Microsoft Excel, Corporate Finance, Access, Mutual Funds, Financial Analysis, Series 65, Global Macro, Bloomberg Terminal, Fund Of Funds
Education
Baruch College 2007 — 2012
BBA, Finance
Brooklyn Technical High School 2003 — 2007
Computer Science
Morgan Stanley August 2013 - Present
LeFrak August 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business Analysis, Financial Analysis
Education
Baruch College, City University of New York (CUNY)
Finance, General
LS Power Development, LLC July 2012 - Present
JPMorgan Private Equity Fund Services August 2007 - July 2012
Morgan Stanley February 2006 - August 2007
Chan & Company LLC March 2005 - February 2006
Skills
Investran, SDX, Financial Reporting, Tax, Alternative Investments, Asset Management, Financial Services, Analysis, Financial Accounting, Finance, Financial Statements, Fund Accounting, Equities, Accounting, Private Equity, Risk Management, Asset Managment, Portfolio Management, Investments, Securities, Auditing, Fund Of Funds, Mutual Funds, Cash Management, Account Reconciliation
Education
Baruch College 2001 — 2005
Bachelor, Major in Accounting & Minor in Photography, GPA 3.85
Cushman & Wakefield November 2014 - Present
KPMG April 2010 - November 2014
Morgan Stanley January 2007 - April 2010
ERNST&YOUNG November 2004 - January 2007
Marcum LLP February 2002 - November 2004
Skills
IFRS, US GAAP, Internal Controls, Auditing, External Audit, Corporate Tax
Education
Pace University - Lubin School of Business 2004 — 2006
Master's degree, Taxation
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
Corning Incorporated September 2013 - Present
New York Life Insurance Company July 2007 - January 2010
Morgan Stanley April 2004 - July 2007
Morgan Stanley January 2001 - March 2004
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, 3.43
CFA Institute April 2012 - Present
Morgan Stanley February 2006 - January 2012
A&E Television Networks May 2004 - September 2005
Deloitte November 1999 - May 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Event Planning, Microsoft Word, Customer Service, Social Media, Marketing
Education
Baruch College
BBA, Marketing Management
Morgan Stanley December 2014 - Present
FDM Group October 2014 - December 2014
US Department of Transportation (DOT) June 2014 - August 2014
Chinese Christian Fellowship Baruch College September 2013 - May 2014
Allstate February 2013 - May 2013
Federal Standard Abstract Inc September 2012 - January 2013
Sigma Alpha Delta Honor Society, Baruch College September 2011 - January 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Access, QuickBooks, SDLC, Business Analysis, ITIL, Project Management, Visio
Education
Baruch College 2010 — 2014
Bachelor's Degree, Finance
Hamel Associates, Inc. October 2002 - Present
Morgan Stanley August 1995 - December 2001
Dannible & McKee, LLP October 1992 - July 1995
PwC August 1984 - January 1992
Skills
Accounting, Business Valuation, Auditing, Mergers, Microsoft Excel, SEC filings, PeopleSoft, Financial Modeling, Financial Analysis, Risk Management, Financial Risk, Valuation, Finance, Tax
Education
Fairleigh Dickinson University 2010 — 2011
Financial Planning Certificate Program, Financial Planning and Services
City University of New York-Baruch College 1987 — 1991
BBA, Economics
Morgan Stanley February 2014 - Present
DTCC April 2012 - February 2013
Skills
Operational Risk, Sarbanes-Oxley Act, Financial Risk, Financial Analysis, Internal Controls, AML, Operational Risk..., Risk Management, Internal Audit, SOX 404, Equities, Capital Markets, Auditing, Enterprise Risk..., Financial Services, Corporate Finance, IT Audit
Education
Pace University - Lubin School of Business 2007 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Gold & Meyer's September 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Team Leadership, Problem Solving, Financial Analysis, Financial Reporting, Customer Service, Finance, Microsoft Excel, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Science (MS), Finance, General
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS), Finance, General
JPMorgan Chase July 2006 - Present
Morgan Stanley May 2005 - May 2006
Celia C. Geng & Co., LLC September 2004 - May 2005
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley March 2009 - Present
Smith Barney January 1996 - March 2009
Smith Barney January 1985 - January 1996
Skills
SQL, SDLC, COBOLII, JCL, Project Management, Project Planning, Systems Analysis, Technical Support, Equities, Team Management, Management, Requirements Gathering
Education
Baruch College, City University of New York (CUNY)