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
Tony G. Rocco Tony G. Rocco's Morgan Stanley Experience May 2010 - January 2015
Job Contract Senior Technical Writer
Industry Information Technology and Services
Experience
Clear Capital July 2015 - August 2015
Alternative Technology Solutions March 2015 - June 2015
Morgan Stanley May 2010 - January 2015
Vidyo September 2009 - May 2010
MJJT Consultants Ltd. February 2009 - March 2009
HyperTech Solutions October 2008 - December 2008
CashEdge, Inc. March 2008 - June 2008
Raritan Computer, Inc. September 2007 - February 2008
Siemens Medical Solutions Diagnostics July 2007 - September 2007
Wells Fargo Bank September 2006 - June 2007
Skills
Wikis, FrameMaker, InDesign, AuthorIT, Technical Writing, Procedure Manuals, Copywriting, Microsoft Word, Visio, HTML, Online Help, Author-it, Content Management, Adobe Acrobat, Technical Documentation, SharePoint, Software Documentation, SnagIt, XML, Technical Communication, Editing, Publishing, Manuals, Single Sourcing, Content Development, Document Management, Training, Information Architecture, Information Design, Usability, Documentation, Writing
Education
Notre Dame de Namur University 1993 — 2000
Master's Degree, English, Technical Writing focus
University of Texas, Austin 1974 — 1977
Bachelor of Journalism, Magazine Journalism, English
Clear Capital July 2015 - August 2015
Alternative Technology Solutions March 2015 - June 2015
Morgan Stanley May 2010 - January 2015
Vidyo September 2009 - May 2010
MJJT Consultants Ltd. February 2009 - March 2009
HyperTech Solutions October 2008 - December 2008
CashEdge, Inc. March 2008 - June 2008
Raritan Computer, Inc. September 2007 - February 2008
Siemens Medical Solutions Diagnostics July 2007 - September 2007
Wells Fargo Bank September 2006 - June 2007
Skills
Wikis, FrameMaker, InDesign, AuthorIT, Technical Writing, Procedure Manuals, Copywriting, Microsoft Word, Visio, HTML, Online Help, Author-it, Content Management, Adobe Acrobat, Technical Documentation, SharePoint, Software Documentation, SnagIt, XML, Technical Communication, Editing, Publishing, Manuals, Single Sourcing, Content Development, Document Management, Training, Information Architecture, Information Design, Usability, Documentation, Writing
Education
Notre Dame de Namur University 1993 — 2000
Master's Degree, English, Technical Writing focus
University of Texas, Austin 1974 — 1977
Bachelor of Journalism, Magazine Journalism, English
Heather Pelant Heather Pelant's Morgan Stanley Experience 1998 - 2003
Job
Industry Financial Services
Experience
Morgan Stanley 1998 - 2003
Skills
Business Strategy, Investments, Series 7, Team Building, Corporate Communications, Series 24, Japanese, Sales Process, Business Management, Financial Markets, ETFs, Mutual Funds, Financial Planning, Project Coordination
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Business
York University - Schulich School of Business 2008 — 2009
MBA, Business
University of Hawaii at Manoa 1991 — 1996
MA, Asian Studies
The Inter-University Center for Japanese Language Studies 1994 — 1995
Japanese
University of Victoria 1986 — 1991
BA, Asian Studies
Morgan Stanley 1998 - 2003
Skills
Business Strategy, Investments, Series 7, Team Building, Corporate Communications, Series 24, Japanese, Sales Process, Business Management, Financial Markets, ETFs, Mutual Funds, Financial Planning, Project Coordination
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Business
York University - Schulich School of Business 2008 — 2009
MBA, Business
University of Hawaii at Manoa 1991 — 1996
MA, Asian Studies
The Inter-University Center for Japanese Language Studies 1994 — 1995
Japanese
University of Victoria 1986 — 1991
BA, Asian Studies
Bill Connell Bill Connell's Morgan Stanley Experience November 1999 - October 2004
Job Financial Advisor at Wunderlich
Industry Financial Services
Experience
Wunderlich Securities October 2008 - Present
Ferris, Baker Watts October 2004 - October 2008
Morgan Stanley November 1999 - October 2004
Olde Corporation 1993 - 1999
Skills
Series 7, Investments, Series 63, Portfolio Management, Wealth Management, Securities, Mutual Funds, FINRA, Retirement Planning, Equities, Asset Allocation, Investment Advisory, Alternative Investments, Strategic Financial..., Fixed Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Financial Analysis
Education
Northwood University 1989 — 1993
BBA, Economics
plymouth christian academy 1987 — 1989
Wunderlich Securities October 2008 - Present
Ferris, Baker Watts October 2004 - October 2008
Morgan Stanley November 1999 - October 2004
Olde Corporation 1993 - 1999
Skills
Series 7, Investments, Series 63, Portfolio Management, Wealth Management, Securities, Mutual Funds, FINRA, Retirement Planning, Equities, Asset Allocation, Investment Advisory, Alternative Investments, Strategic Financial..., Fixed Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Financial Analysis
Education
Northwood University 1989 — 1993
BBA, Economics
plymouth christian academy 1987 — 1989
Charles R. Cook Charles R. Cook's Morgan Stanley Experience 1989 - 2015
Job Professional with broad NonProfit, State and Local Government Experience
Industry Nonprofit Organization Management
Experience
Morgan Stanley 1989 - 2015
Smith Barney 1981 - 1989
Michigan House of Representatives 1978 - 1979
United States Senate 1977 - 1978
Skills
Strategic Planning, Cross-functional Team..., Budgets, Capital Raising, Business Relationship..., Teaching and Mentoring, Capital Project..., Public Speaking, Strategic Negotiations, Economic and Enterprise..., Capital Markets, Finance, Project and Enterprise..., PowerPoint, Microsoft Word, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Executive Scholar - Non Profit Management
University of Michigan Graduate School of Business 1980 — 1981
Master of Business Administration (MBA), Finance, General
Harvard College 1972 — 1976
A.B., Cum Laude, Economics
Morgan Stanley 1989 - 2015
Smith Barney 1981 - 1989
Michigan House of Representatives 1978 - 1979
United States Senate 1977 - 1978
Skills
Strategic Planning, Cross-functional Team..., Budgets, Capital Raising, Business Relationship..., Teaching and Mentoring, Capital Project..., Public Speaking, Strategic Negotiations, Economic and Enterprise..., Capital Markets, Finance, Project and Enterprise..., PowerPoint, Microsoft Word, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Executive Scholar - Non Profit Management
University of Michigan Graduate School of Business 1980 — 1981
Master of Business Administration (MBA), Finance, General
Harvard College 1972 — 1976
A.B., Cum Laude, Economics
Manu Namboodiri Manu Namboodiri's Morgan Stanley Experience February 1995 - August 1997
Job Strategy & Marketing Executive with deep experience in Cyber Security, Industrial IoT, SaaS and Enterprise Software
Industry Computer Software
Experience
Qualcomm September 2015 - Present
m2mi Corporation April 2013 - August 2015
Trustwave January 2010 - December 2012
BitArmor Systems October 2007 - January 2010
Microsoft December 2004 - September 2007
Sun Microsystems August 1999 - December 2004
Morgan Stanley February 1995 - August 1997
Skills
Product Management, Start-ups, Product Marketing, SaaS, Cloud Computing, Marketing Strategy, Security, Product Strategy, Strategic Planning, Computer Security, Data Security, Managed Security..., Analytics, Enterprise Software, Business Strategy, Solution Selling, Professional Services, Channel Partners, Leadership, Marketing, Sales Enablement, Executive Management, Management, Strategic Partnerships, Business Alliances, Business Development, CRM, Strategy, Demand Generation, Messaging, Data Center, Go-to-market Strategy
Education
Kellogg School of Management 1997 — 1999
MBA, Strategy, Marketing, Finance
University of Texas at Austin
Masters, Computer Science
University of Kerala
Bachelor of Technology (B.Tech.), Computer Science
Qualcomm September 2015 - Present
m2mi Corporation April 2013 - August 2015
Trustwave January 2010 - December 2012
BitArmor Systems October 2007 - January 2010
Microsoft December 2004 - September 2007
Sun Microsystems August 1999 - December 2004
Morgan Stanley February 1995 - August 1997
Skills
Product Management, Start-ups, Product Marketing, SaaS, Cloud Computing, Marketing Strategy, Security, Product Strategy, Strategic Planning, Computer Security, Data Security, Managed Security..., Analytics, Enterprise Software, Business Strategy, Solution Selling, Professional Services, Channel Partners, Leadership, Marketing, Sales Enablement, Executive Management, Management, Strategic Partnerships, Business Alliances, Business Development, CRM, Strategy, Demand Generation, Messaging, Data Center, Go-to-market Strategy
Education
Kellogg School of Management 1997 — 1999
MBA, Strategy, Marketing, Finance
University of Texas at Austin
Masters, Computer Science
University of Kerala
Bachelor of Technology (B.Tech.), Computer Science
Vivian Mu Vivian Mu's Morgan Stanley Experience February 2014 - May 2014
Job Summer Analyst at Deutsche Bank
Industry Financial Services
Experience
Northwestern Relationships and Motivation Lab January 2014 - Present
Deutsche Bank June 2015 - August 2015
Kellogg School of Management June 2014 - September 2014
Mission Measurement June 2014 - September 2014
Morgan Stanley February 2014 - May 2014
WeDeliver September 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Java, Social Networking, Access, SPSS, Facebook, Leadership, Analysis, Data Analysis
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Statistics; Psychology
Northwestern Relationships and Motivation Lab January 2014 - Present
Deutsche Bank June 2015 - August 2015
Kellogg School of Management June 2014 - September 2014
Mission Measurement June 2014 - September 2014
Morgan Stanley February 2014 - May 2014
WeDeliver September 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Java, Social Networking, Access, SPSS, Facebook, Leadership, Analysis, Data Analysis
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Statistics; Psychology
William Winslow William Winslow's Morgan Stanley Experience 2004 - 2005
Job Investment Consultant
Industry Financial Services
Experience
Scottrade February 2014 - Present
Wells Fargo Advisors, LLC October 2012 - January 2014
TD Wealth Management 2006 - 2009
Morgan Stanley 2004 - 2005
UNC Wilmington 2004 - 2004
Investors Capital 2001 - 2004
Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement
Education
UNCW 1997 — 1999
Master of Business Administration (MBA)
Norwich University 1985 — 1986
Master of Education (M.Ed.)
Norwich University 1980 — 1985
Bachelor of Science (BS)
Amherst Regional HS 1978 — 1980
Scottrade February 2014 - Present
Wells Fargo Advisors, LLC October 2012 - January 2014
TD Wealth Management 2006 - 2009
Morgan Stanley 2004 - 2005
UNC Wilmington 2004 - 2004
Investors Capital 2001 - 2004
Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement
Education
UNCW 1997 — 1999
Master of Business Administration (MBA)
Norwich University 1985 — 1986
Master of Education (M.Ed.)
Norwich University 1980 — 1985
Bachelor of Science (BS)
Amherst Regional HS 1978 — 1980
Ryan Ivey Ryan Ivey's Morgan Stanley Experience July 2015 - Present
Job Technology Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2015 - Present
NTT DATA Canada June 2011 - July 2015
NTT DATA Canada January 2013 - March 2014
NTT DATA Canada May 2008 - June 2011
Skills
Unix, SQL, Incident Management, ITIL, Networking, Windows, Problem Management, Microsoft Office, Desktop Application..., Desktop Support..., Application Support, IT Service Management, Service Delivery, IT Operations, Data Analysis, Operational Support, Databases, Linux, Disaster Recovery, Microsoft SQL Server, Sybase Adaptive Server, DB2
Education
Nova Scotia Community College 2006 — 2008
Information Technology (IT) - Systems Management/Networking Concentration, Computer Systems Networking and Telecommunications
Morgan Stanley July 2015 - Present
NTT DATA Canada June 2011 - July 2015
NTT DATA Canada January 2013 - March 2014
NTT DATA Canada May 2008 - June 2011
Skills
Unix, SQL, Incident Management, ITIL, Networking, Windows, Problem Management, Microsoft Office, Desktop Application..., Desktop Support..., Application Support, IT Service Management, Service Delivery, IT Operations, Data Analysis, Operational Support, Databases, Linux, Disaster Recovery, Microsoft SQL Server, Sybase Adaptive Server, DB2
Education
Nova Scotia Community College 2006 — 2008
Information Technology (IT) - Systems Management/Networking Concentration, Computer Systems Networking and Telecommunications
Jacci Jeffries Jacci Jeffries's Morgan Stanley Experience June 2007 - August 2008
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
Accenture March 2014 - August 2015
Accenture June 2011 - March 2014
Accenture June 2010 - August 2010
Morgan Stanley June 2007 - August 2008
Skills
Microsoft SQL Server, Mercury Test Tools, SoapUI, System Testing, Integration, Data Analysis, Business Analysis, Visio, SQL, Requirements Analysis, SharePoint, Software Project..., Business Process Design, User Acceptance Testing, SDLC, Project Management, Consulting, Systems Engineering, Requirements Gathering
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2007 — 2011
Bachelor of Science in Engineering, Systems Engineering - Health Care Systems
The Ursuline School 2003 — 2007
Accenture March 2014 - August 2015
Accenture June 2011 - March 2014
Accenture June 2010 - August 2010
Morgan Stanley June 2007 - August 2008
Skills
Microsoft SQL Server, Mercury Test Tools, SoapUI, System Testing, Integration, Data Analysis, Business Analysis, Visio, SQL, Requirements Analysis, SharePoint, Software Project..., Business Process Design, User Acceptance Testing, SDLC, Project Management, Consulting, Systems Engineering, Requirements Gathering
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2007 — 2011
Bachelor of Science in Engineering, Systems Engineering - Health Care Systems
The Ursuline School 2003 — 2007
Kenneth Alan Gass Kenneth Alan Gass's Morgan Stanley Experience May 1999 - October 2002
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2009 - Present
SE Michigan Mensa May 2008 - April 2011
Smith Barney September 2004 - February 2009
Quick & Reilly October 2002 - September 2004
Morgan Stanley May 1999 - October 2002
Benjamin Moore & Co. 1977 - 1991
Skills
Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Retirement, Financial Advisory, Series 63, Asset Managment, Mutual Funds, Mergers & Acquisitions, Leadership, Alternative Investments, Investment Strategies, Finance, Strategic Financial..., Investment Advisory, FINRA, Wealth, Hedge Funds, 401k, Fixed Income, Series 24, Bonds, Securities, Estate Planning, IRAs, Series 65, Fixed Annuities, Financial Services, Separately Managed...
Education
Northwestern University - Kellogg School of Management 1986 — 1991
Master of Management, Marketing, Finance
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
Riverside University High School ~ Milwaukee, WI 1964 — 1968
Diploma, College Prep
Wunderlich Securities March 2009 - Present
SE Michigan Mensa May 2008 - April 2011
Smith Barney September 2004 - February 2009
Quick & Reilly October 2002 - September 2004
Morgan Stanley May 1999 - October 2002
Benjamin Moore & Co. 1977 - 1991
Skills
Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Retirement, Financial Advisory, Series 63, Asset Managment, Mutual Funds, Mergers & Acquisitions, Leadership, Alternative Investments, Investment Strategies, Finance, Strategic Financial..., Investment Advisory, FINRA, Wealth, Hedge Funds, 401k, Fixed Income, Series 24, Bonds, Securities, Estate Planning, IRAs, Series 65, Fixed Annuities, Financial Services, Separately Managed...
Education
Northwestern University - Kellogg School of Management 1986 — 1991
Master of Management, Marketing, Finance
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
Riverside University High School ~ Milwaukee, WI 1964 — 1968
Diploma, College Prep
Robert Baldassari Robert Baldassari's Morgan Stanley Experience 2000 - 2001
Job Project Manager/Superintendent at Miano Construction
Industry Construction
Experience
Miano Construction March 2010 - Present
RB Construction, Owner October 2006 - December 2009
Freelance Construction Professional January 2005 - October 2006
State Street Bank June 2003 - December 2004
Morgan Stanley 2000 - 2001
Skills
Renovation, Budgets, Microsoft Office, Project Management, Strategic Planning, Purchasing, Customer Service, Microsoft Excel, Team Building, Team Leadership, Retail, Operations Management, Contract Negotiation, Project Planning, Construction, Construction Management, Inventory Management, Management, Negotiation
Education
Norwich University
Miano Construction March 2010 - Present
RB Construction, Owner October 2006 - December 2009
Freelance Construction Professional January 2005 - October 2006
State Street Bank June 2003 - December 2004
Morgan Stanley 2000 - 2001
Skills
Renovation, Budgets, Microsoft Office, Project Management, Strategic Planning, Purchasing, Customer Service, Microsoft Excel, Team Building, Team Leadership, Retail, Operations Management, Contract Negotiation, Project Planning, Construction, Construction Management, Inventory Management, Management, Negotiation
Education
Norwich University
David Lohmann David Lohmann's Morgan Stanley Experience July 2007 - July 2009
Job CEO at Modern Dental Services
Industry Hospital & Health Care
Experience
Modern Dental Services August 2014 - Present
RoseRock Partners 2014 - Present
Brazos Private Equity Partners July 2011 - June 2013
J.F. Lehman & Company August 2009 - July 2011
Morgan Stanley July 2007 - July 2009
Education
Kellogg School of Management
Master of Business Administration (MBA)
University of Oklahoma - Price College of Business 2003 — 2007
Energy Management
Modern Dental Services August 2014 - Present
RoseRock Partners 2014 - Present
Brazos Private Equity Partners July 2011 - June 2013
J.F. Lehman & Company August 2009 - July 2011
Morgan Stanley July 2007 - July 2009
Education
Kellogg School of Management
Master of Business Administration (MBA)
University of Oklahoma - Price College of Business 2003 — 2007
Energy Management
Fay Zenoff's Morgan Stanley Experience 2010 - 2011
Job Executive Director, National Council on Alcoholism Bay Area
Industry Nonprofit Organization Management
Experience
National Council on Alcoholism and other Drug Addictions January 2014 - Present
Fay Zenoff Consulting 2011 - 2013
Morgan Stanley 2010 - 2011
Brandeis Hillel Day School 2004 - 2008
American Committee for the Weizmann Institute of Science 2003 - 2004
Laura Talmus & Associates 2001 - 2003
Fay Zenoff & Associates 1998 - 2001
Fibronics 1992 - 1996
Fibronics Ltd. 1991 - 1996
The Gap, Inc. 1989 - 1990
Skills
CRM, Event Planning, Program Management, Public Relations, Marketing, Marketing Strategy, Management, Project Management, Business Planning, Coaching, Budgets, Stewardship, Competitive Analysis, Editing, New Business Development, Nonprofits, Fundraising, Non-profits, Customer Service
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Marketing, Management Strategy, Organizational Behavior
Sarah Lawrence College 1985 — 1989
BA, Anthropology, Women’s Studies, Theater Arts.
The Hebrew University 1987 — 1988
One Year Program - Middle-East Studies.
Henry M. Gunn Sr. High 1983 — 1985
Crystal Springs & Upland Schools 1981 — 1983
National Council on Alcoholism and other Drug Addictions January 2014 - Present
Fay Zenoff Consulting 2011 - 2013
Morgan Stanley 2010 - 2011
Brandeis Hillel Day School 2004 - 2008
American Committee for the Weizmann Institute of Science 2003 - 2004
Laura Talmus & Associates 2001 - 2003
Fay Zenoff & Associates 1998 - 2001
Fibronics 1992 - 1996
Fibronics Ltd. 1991 - 1996
The Gap, Inc. 1989 - 1990
Skills
CRM, Event Planning, Program Management, Public Relations, Marketing, Marketing Strategy, Management, Project Management, Business Planning, Coaching, Budgets, Stewardship, Competitive Analysis, Editing, New Business Development, Nonprofits, Fundraising, Non-profits, Customer Service
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Marketing, Management Strategy, Organizational Behavior
Sarah Lawrence College 1985 — 1989
BA, Anthropology, Women’s Studies, Theater Arts.
The Hebrew University 1987 — 1988
One Year Program - Middle-East Studies.
Henry M. Gunn Sr. High 1983 — 1985
Crystal Springs & Upland Schools 1981 — 1983
Jack Vogelsang Jack Vogelsang's Morgan Stanley Experience September 2008 - April 2010
Job Associate at Generation Investment Management
Industry Investment Management
Experience
OMERS Ventures September 2014 - December 2014
Goldman Sachs June 2010 - June 2013
Morgan Stanley September 2008 - April 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA
Yale University 2004 — 2008
B.A.
OMERS Ventures September 2014 - December 2014
Goldman Sachs June 2010 - June 2013
Morgan Stanley September 2008 - April 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA
Yale University 2004 — 2008
B.A.
Patrick Bowe, Jr. Patrick Bowe, Jr.'s Morgan Stanley Experience May 2006 - October 2006
Job Associate, Strategy & Business Development at Cargill
Industry Consumer Goods
Experience
Cargill August 2015 - Present
Cargill August 2014 - July 2015
Cargill June 2013 - August 2013
Deloitte August 2010 - July 2012
Deloitte Consulting July 2008 - August 2010
Hewlett-Packard June 2007 - August 2007
Morgan Stanley May 2006 - October 2006
Skills
Financial Modeling, Management Consulting, Due Diligence, Analytics, Corporate Finance, Financial Analysis, Mergers, Data Analysis, Finance, Business Strategy, Program Management, Business Process..., Strategy, Competitive Analysis, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, & Social Entrepreneurship
Stanford University 2004 — 2008
BA, International Relations, Spanish
Minnetonka High School 2000 — 2004
Cargill August 2015 - Present
Cargill August 2014 - July 2015
Cargill June 2013 - August 2013
Deloitte August 2010 - July 2012
Deloitte Consulting July 2008 - August 2010
Hewlett-Packard June 2007 - August 2007
Morgan Stanley May 2006 - October 2006
Skills
Financial Modeling, Management Consulting, Due Diligence, Analytics, Corporate Finance, Financial Analysis, Mergers, Data Analysis, Finance, Business Strategy, Program Management, Business Process..., Strategy, Competitive Analysis, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, & Social Entrepreneurship
Stanford University 2004 — 2008
BA, International Relations, Spanish
Minnetonka High School 2000 — 2004
David Ernest Feuerhelm David Ernest Feuerhelm's Morgan Stanley Experience February 1993 - July 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley February 1993 - July 2012
Education
Northwood University 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley February 1993 - July 2012
Education
Northwood University 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Erik Barefield Erik Barefield's Morgan Stanley Experience April 1994 - June 2005
Job Senior Managing Director, Head of the North American Client Relationship Team
Industry Financial Services
Experience
Mesirow Financial July 2005 - Present
Morgan Stanley April 1994 - June 2005
First National Bank of Chicago August 1989 - March 1994
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance and Marketing
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Mesirow Financial July 2005 - Present
Morgan Stanley April 1994 - June 2005
First National Bank of Chicago August 1989 - March 1994
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance and Marketing
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Finance, General
James (Li) Xu James (Li) Xu's Morgan Stanley Experience June 2015 - August 2015
Job Senior at Northwestern University
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Kellogg Greater China Business Conference October 2014 - May 2015
Trammell Crow Company April 2015 - April 2015
Reven Housing REIT, Inc. September 2014 - December 2014
Georgetown University September 2014 - September 2014
Morgan Stanley Huaxin Securities July 2014 - August 2014
Greenwich Associates April 2014 - April 2014
Hong Kong and Shanghai Banking Corporation June 2013 - July 2013
New York State Division of the Budget May 2012 - June 2012
China Pacific Insurance Company July 2011 - August 2011
Skills
Matlab, Statistics, Economics, Stata, Mandarin, PowerPoint, Investments, Data Analysis, R, Finance
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Kellogg Undergraduate Certificate in Financial Economics
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Music Composition
The Albany Academies 2010 — 2012
High School
Shanghai Foreign Language School 2004 — 2010
Middle school and high school
Morgan Stanley June 2015 - August 2015
Kellogg Greater China Business Conference October 2014 - May 2015
Trammell Crow Company April 2015 - April 2015
Reven Housing REIT, Inc. September 2014 - December 2014
Georgetown University September 2014 - September 2014
Morgan Stanley Huaxin Securities July 2014 - August 2014
Greenwich Associates April 2014 - April 2014
Hong Kong and Shanghai Banking Corporation June 2013 - July 2013
New York State Division of the Budget May 2012 - June 2012
China Pacific Insurance Company July 2011 - August 2011
Skills
Matlab, Statistics, Economics, Stata, Mandarin, PowerPoint, Investments, Data Analysis, R, Finance
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Kellogg Undergraduate Certificate in Financial Economics
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Music Composition
The Albany Academies 2010 — 2012
High School
Shanghai Foreign Language School 2004 — 2010
Middle school and high school
Hilary Fenton Hilary Fenton's Morgan Stanley Experience June 2010 - April 2011
Job Design Lead at Woodside Elementary School District
Industry Design
Experience
Woodside Elementary School District July 2014 - Present
Design Hatch September 2013 - Present
Fenton Consultants Inc. June 2010 - Present
8 and Up November 2013 - May 2014
Amplify Education April 2012 - August 2013
frog August 2011 - April 2012
Hot Studio April 2011 - August 2011
Morgan Stanley June 2010 - April 2011
Skills
User Experience Design, User Research, User Experience, Usability Testing, CSS, Front-end, Task Analysis, Product Development, Rapid Prototyping, Interaction Design, User Interface Design, Adobe Creative Suite, Flash, Creative Direction, Information Architecture, User-centered Design, WordPress, Illustrator, Experience Design, Mobile Design, Wireframes, Information Design, Wire Framing, OmniGraffle, User Interface, Persona, Site Maps, Visual Design, Paper Prototyping, User Scenarios, Heuristic Evaluation, Design Strategy, Storyboarding, Contextual Inquiry, Service Design
Education
Notre Dame de Namur University
Teaching Credential
Parsons School of Design
MFA
Pitzer College
BFA
Alameda Community Learning Center
High School Diploma
Woodside Elementary School District July 2014 - Present
Design Hatch September 2013 - Present
Fenton Consultants Inc. June 2010 - Present
8 and Up November 2013 - May 2014
Amplify Education April 2012 - August 2013
frog August 2011 - April 2012
Hot Studio April 2011 - August 2011
Morgan Stanley June 2010 - April 2011
Skills
User Experience Design, User Research, User Experience, Usability Testing, CSS, Front-end, Task Analysis, Product Development, Rapid Prototyping, Interaction Design, User Interface Design, Adobe Creative Suite, Flash, Creative Direction, Information Architecture, User-centered Design, WordPress, Illustrator, Experience Design, Mobile Design, Wireframes, Information Design, Wire Framing, OmniGraffle, User Interface, Persona, Site Maps, Visual Design, Paper Prototyping, User Scenarios, Heuristic Evaluation, Design Strategy, Storyboarding, Contextual Inquiry, Service Design
Education
Notre Dame de Namur University
Teaching Credential
Parsons School of Design
MFA
Pitzer College
BFA
Alameda Community Learning Center
High School Diploma
Tina Kiwala Tina Kiwala's Morgan Stanley Experience May 2010 - December 2010
Job Brand Project Manager at United Airlines
Industry Airlines/Aviation
Experience
United Airlines October 2014 - Present
Tru Fragrance January 2014 - October 2014
Abercrombie & Fitch February 2013 - December 2013
Abercrombie & Fitch October 2011 - February 2013
Morgan Stanley May 2010 - December 2010
Skills
Cross-functional Team..., Merchandising, Microsoft Office, Spanish, Project Planning, Time Management, Sales, Leadership, Management
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Legal Studies, Spanish
Loyola Academy 2003 — 2007
United Airlines October 2014 - Present
Tru Fragrance January 2014 - October 2014
Abercrombie & Fitch February 2013 - December 2013
Abercrombie & Fitch October 2011 - February 2013
Morgan Stanley May 2010 - December 2010
Skills
Cross-functional Team..., Merchandising, Microsoft Office, Spanish, Project Planning, Time Management, Sales, Leadership, Management
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Legal Studies, Spanish
Loyola Academy 2003 — 2007
Shirley Q. Huang Shirley Q. Huang's Morgan Stanley Experience 2013 - 2014
Job Founder & CEO at Vision Avenue Consulting, Entrepreneur & Investor
Industry Investment Management
Experience
Vision Avenue Consulting 2014 - Present
Morgan Stanley 2013 - 2014
Omron Healthcare, Inc. 2007 - 2008
Newell Rubbermaid 2004 - 2006
Whirlpool Corporation 2000 - 2004
Education
Northwestern University - Kellogg School of Management
Executive Program, Managing New Product Development
Thunderbird School of Global Management
MBA
Shanghai Jiao Tong University
B.S.
Vision Avenue Consulting 2014 - Present
Morgan Stanley 2013 - 2014
Omron Healthcare, Inc. 2007 - 2008
Newell Rubbermaid 2004 - 2006
Whirlpool Corporation 2000 - 2004
Education
Northwestern University - Kellogg School of Management
Executive Program, Managing New Product Development
Thunderbird School of Global Management
MBA
Shanghai Jiao Tong University
B.S.
Tina Chung Tina Chung's Morgan Stanley Experience December 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley 2009 - December 2013
Credit Suisse 2007 - 2009
Skills
Transaction Origination, Principal Investing, Structured Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Energy, Capital Markets, Private Equity, Valuation, Alternative Investments, Investments
Education
Northwestern University
Bachelor's degree, Biology, English Literature
Morgan Stanley December 2013 - Present
Morgan Stanley 2009 - December 2013
Credit Suisse 2007 - 2009
Skills
Transaction Origination, Principal Investing, Structured Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Energy, Capital Markets, Private Equity, Valuation, Alternative Investments, Investments
Education
Northwestern University
Bachelor's degree, Biology, English Literature
Lakshika Weerasinghe Lakshika Weerasinghe's Morgan Stanley Experience March 2011 - May 2011
Job Director at Singhe Hospitals Pvt Ltd
Industry Investment Management
Experience
Singhe Hospitals Pvt Ltd May 2011 - Present
Morgan Stanley March 2011 - May 2011
NSM securities December 2009 - April 2011
Skills
Investments, Financial Analysis, Business Strategy, Risk Management
Education
Northwood University 2009 — 2011
BBA, Business Administration
Singhe Hospitals Pvt Ltd May 2011 - Present
Morgan Stanley March 2011 - May 2011
NSM securities December 2009 - April 2011
Skills
Investments, Financial Analysis, Business Strategy, Risk Management
Education
Northwood University 2009 — 2011
BBA, Business Administration
Rex Burgdorfer's Morgan Stanley Experience 2005 - 2008
Job
Industry Investment Banking
Experience
Juniper Advisory July 2009 - Present
Morgan Stanley 2005 - 2008
Morningstar 2003 - 2005
Skills
Valuation, Corporate Development, Due Diligence, Financial Modeling, Capital Markets, Private Equity, Alternative Investments, LBO, Investment Banking, Equities, Hedge Funds, Corporate Finance, Equity Research, Venture Capital, M&A experience, Mergers & Acquisitions, Fixed Income
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
University of Wisconsin 1999 — 2003
Finance, Econ
Juniper Advisory July 2009 - Present
Morgan Stanley 2005 - 2008
Morningstar 2003 - 2005
Skills
Valuation, Corporate Development, Due Diligence, Financial Modeling, Capital Markets, Private Equity, Alternative Investments, LBO, Investment Banking, Equities, Hedge Funds, Corporate Finance, Equity Research, Venture Capital, M&A experience, Mergers & Acquisitions, Fixed Income
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
University of Wisconsin 1999 — 2003
Finance, Econ
Karen Welt Steeves Karen Welt Steeves's Morgan Stanley Experience June 2003 - August 2003
Job Principal at ghSMART
Industry Management Consulting
Experience
ghSMART August 2014 - Present
Bain & Company January 2011 - July 2014
Fidelity Foundation July 2007 - January 2011
Fidelity Investments July 2004 - July 2007
Morgan Stanley June 2003 - August 2003
Bain & Company August 1999 - August 2002
Goldman Sachs June 1998 - August 1998
Skills
Management Consulting, Strategy, Business Strategy, Organizational Design, Competitive Analysis, Analytics, Non-profits, Diversity & Inclusion, Diversity Program..., Global Recruiting, Human Capital, Private Foundations, Grant Making, Program Management, Corporate Development, Marketing Strategy, Grants, Nonprofits, Analysis, Consulting, Leadership, Management
Education
Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Organizational Behavior, Non-Profit Management
Princeton University 1995 — 1999
AB, Political Economy
The Lawrenceville School
ghSMART August 2014 - Present
Bain & Company January 2011 - July 2014
Fidelity Foundation July 2007 - January 2011
Fidelity Investments July 2004 - July 2007
Morgan Stanley June 2003 - August 2003
Bain & Company August 1999 - August 2002
Goldman Sachs June 1998 - August 1998
Skills
Management Consulting, Strategy, Business Strategy, Organizational Design, Competitive Analysis, Analytics, Non-profits, Diversity & Inclusion, Diversity Program..., Global Recruiting, Human Capital, Private Foundations, Grant Making, Program Management, Corporate Development, Marketing Strategy, Grants, Nonprofits, Analysis, Consulting, Leadership, Management
Education
Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Organizational Behavior, Non-Profit Management
Princeton University 1995 — 1999
AB, Political Economy
The Lawrenceville School
Carl Horsley's Morgan Stanley Experience March 1998 - March 2004
Job Managing Partner at Markland Industrial, LLC
Industry Financial Services
Experience
Markland Industrial, LLC October 2014 - Present
Cherokee Capital, LLC July 2006 - Present
The Windjammer Diversified Fund, LLC November 2008 - Present
Steel Recovery Solutions Fund, LLC December 2009 - Present
Morgan Stanley March 1998 - March 2004
Skills
Investment Banking, Private Equity, Portfolio Management, Hedge Funds, Finance, Mutual Funds, Investment Strategies, Options, Real Estate, Analysis, Structured Finance, Capital, Financial Risk, ETFs, Venture Capital, Investments, Alternative Investments, Capital Markets, Equities, Valuation, Corporate Development, Investment Properties, Corporate Finance
Education
Northwood University 1981 — 1984
BBAs, Business and Marketing
Markland Industrial, LLC October 2014 - Present
Cherokee Capital, LLC July 2006 - Present
The Windjammer Diversified Fund, LLC November 2008 - Present
Steel Recovery Solutions Fund, LLC December 2009 - Present
Morgan Stanley March 1998 - March 2004
Skills
Investment Banking, Private Equity, Portfolio Management, Hedge Funds, Finance, Mutual Funds, Investment Strategies, Options, Real Estate, Analysis, Structured Finance, Capital, Financial Risk, ETFs, Venture Capital, Investments, Alternative Investments, Capital Markets, Equities, Valuation, Corporate Development, Investment Properties, Corporate Finance
Education
Northwood University 1981 — 1984
BBAs, Business and Marketing
Leighton Symons Leighton Symons's Morgan Stanley Experience November 2008 - August 2011
Job Vice President at Two Sigma Investments
Industry Banking
Experience
Two Sigma Investments March 2014 - Present
Goldman Sachs August 2011 - March 2014
Morgan Stanley November 2008 - August 2011
Lehman Brothers July 2008 - October 2008
Execuzen April 2006 - July 2008
Tardis-Group New York May 2004 - April 2006
Pelham International January 2003 - April 2004
Imprint PLC London January 2002 - January 2003
EC International - London September 1999 - December 2001
Institute of Engineering Surveying & Space Geodesy 1997 - 1999
Skills
Stochastic Calculus, Mathematical Modeling, C/C++, Quantitative Analysis, Quantitative Modeling, Quantitative Research, Quant, Partial Differential..., Stochastic Modeling, Monte Carlo Simulation, Technical Recruiting, Quantitative Finance, Probability Theory, Numerical Analysis, Stochastic, Financial Engineering, Applied Mathematics, Stochastic Processes, Differential Equations, Options Pricing, Quantitative Analytics, Financial Modeling, Quantitative Investing, Options, FX Options, Structured Products, Electronic Trading, Trading, Equities, Equity Derivatives, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Proprietary Trading, Financial Markets, Trading Systems, Commodity, Market Risk, Hedging
Education
University of Nottingham 1995 — 1998
PhD, Space Geodesy
Nottingham Trent University 1991 — 1994
Bachelor of Engineering (B.Eng.), Surveying Engineering, 1st Class (Honors Degree)
Two Sigma Investments March 2014 - Present
Goldman Sachs August 2011 - March 2014
Morgan Stanley November 2008 - August 2011
Lehman Brothers July 2008 - October 2008
Execuzen April 2006 - July 2008
Tardis-Group New York May 2004 - April 2006
Pelham International January 2003 - April 2004
Imprint PLC London January 2002 - January 2003
EC International - London September 1999 - December 2001
Institute of Engineering Surveying & Space Geodesy 1997 - 1999
Skills
Stochastic Calculus, Mathematical Modeling, C/C++, Quantitative Analysis, Quantitative Modeling, Quantitative Research, Quant, Partial Differential..., Stochastic Modeling, Monte Carlo Simulation, Technical Recruiting, Quantitative Finance, Probability Theory, Numerical Analysis, Stochastic, Financial Engineering, Applied Mathematics, Stochastic Processes, Differential Equations, Options Pricing, Quantitative Analytics, Financial Modeling, Quantitative Investing, Options, FX Options, Structured Products, Electronic Trading, Trading, Equities, Equity Derivatives, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Proprietary Trading, Financial Markets, Trading Systems, Commodity, Market Risk, Hedging
Education
University of Nottingham 1995 — 1998
PhD, Space Geodesy
Nottingham Trent University 1991 — 1994
Bachelor of Engineering (B.Eng.), Surveying Engineering, 1st Class (Honors Degree)
Michael Eck Michael Eck's Morgan Stanley Experience 2008 - 2014
Job Board Member and Trusted Advisor
Industry Nonprofit Organization Management
Experience
shopkick March 2015 - Present
Blue Buffalo Co February 2015 - Present
USA Ultimate January 2015 - Present
Steer For Student Athletes August 2012 - Present
Morgan Stanley 2008 - 2014
Citi 1993 - 2008
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Equities, New Business Development, Capital Markets, Valuation, Private Equity, Strategy, Finance, Risk Management, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Retail Banking, Leadership
Education
Northwestern University - Kellogg School of Management 1986 — 1987
Masters of Business Administration (MBA), Finance and Financial Management Services
University of Virginia 1980 — 1984
BS Business, Finance, General
shopkick March 2015 - Present
Blue Buffalo Co February 2015 - Present
USA Ultimate January 2015 - Present
Steer For Student Athletes August 2012 - Present
Morgan Stanley 2008 - 2014
Citi 1993 - 2008
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Equities, New Business Development, Capital Markets, Valuation, Private Equity, Strategy, Finance, Risk Management, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Retail Banking, Leadership
Education
Northwestern University - Kellogg School of Management 1986 — 1987
Masters of Business Administration (MBA), Finance and Financial Management Services
University of Virginia 1980 — 1984
BS Business, Finance, General
Bryan Derman Bryan Derman's Morgan Stanley Experience 1991 - 1992
Job Partner at Glenbrook Partners
Industry Financial Services
Experience
Glenbrook Partners May 2004 - Present
ELSA Associates LLC May 2002 - May 2004
Cyota, Inc. 2000 - 2002
First Data Merchant Services 1996 - 1999
NatWest Bank 1992 - 1996
Morgan Stanley 1991 - 1992
Citi 1989 - 1991
McKinsey & Company 1984 - 1989
Skills
Transaction Processing, SaaS, Internet Banking, Business Strategy, Payments, Consulting, Mergers & Acquisitions, Change Management, Financial Services, Debit Cards, Mobile Payments, Business Development, Banking, Management Consulting, Strategic Partnerships, Thought Leadership, Start-ups, Due Diligence, Cards, Executive Management, Analysis, Leadership, Entrepreneurship, IT Strategy, Mobile Commerce, E-payments, Electronic Payments, Customer Acquisition, Payment Systems, Management, Emerging Markets, Strategy, Product Development, Venture Capital, Loyalty Programs, E-commerce, Financial Modeling, Payment Card Processing, Private Equity, Internet Security, Fraud, Corporate Development, PCI DSS, Strategic Leadership, Risk Management, Product Management, Credit Cards, Mobile Devices
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA with Distinction, Finance, Strategy
University of Virginia 1976 — 1980
BA with Distinction, Economics, Psychology
Glenbrook Partners May 2004 - Present
ELSA Associates LLC May 2002 - May 2004
Cyota, Inc. 2000 - 2002
First Data Merchant Services 1996 - 1999
NatWest Bank 1992 - 1996
Morgan Stanley 1991 - 1992
Citi 1989 - 1991
McKinsey & Company 1984 - 1989
Skills
Transaction Processing, SaaS, Internet Banking, Business Strategy, Payments, Consulting, Mergers & Acquisitions, Change Management, Financial Services, Debit Cards, Mobile Payments, Business Development, Banking, Management Consulting, Strategic Partnerships, Thought Leadership, Start-ups, Due Diligence, Cards, Executive Management, Analysis, Leadership, Entrepreneurship, IT Strategy, Mobile Commerce, E-payments, Electronic Payments, Customer Acquisition, Payment Systems, Management, Emerging Markets, Strategy, Product Development, Venture Capital, Loyalty Programs, E-commerce, Financial Modeling, Payment Card Processing, Private Equity, Internet Security, Fraud, Corporate Development, PCI DSS, Strategic Leadership, Risk Management, Product Management, Credit Cards, Mobile Devices
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA with Distinction, Finance, Strategy
University of Virginia 1976 — 1980
BA with Distinction, Economics, Psychology
Charmaine Hamilton Charmaine Hamilton's Morgan Stanley Experience July 2006 - July 2010
Job Office Manager
Industry Real Estate
Experience
GreenOak Real Estate August 2010 - Present
Morgan Stanley July 2006 - July 2010
WestLB 2000 - 2006
east west / Elektra Records 1992 - 1996
Columbia Records 1991 - 1992
Skills
Real Estate, Due Diligence, Negotiation, Customer Service, Facilities Management, Investment Banking, Investor Relations, Vendor Management, Marketing, Time Management, Office Administration, Client Services, Event Planning, Leadership, Teamwork, Organization Skills, Microsoft Office, Problem Solving, Collaborative Problem..., Social Media, Social Networking
Education
SUNY Oneonta 1983 — 1987
BS, Chemistry, Business
The Nottingham Trent University 1986 — 1986
Study Abroad Program, Chemistry
GreenOak Real Estate August 2010 - Present
Morgan Stanley July 2006 - July 2010
WestLB 2000 - 2006
east west / Elektra Records 1992 - 1996
Columbia Records 1991 - 1992
Skills
Real Estate, Due Diligence, Negotiation, Customer Service, Facilities Management, Investment Banking, Investor Relations, Vendor Management, Marketing, Time Management, Office Administration, Client Services, Event Planning, Leadership, Teamwork, Organization Skills, Microsoft Office, Problem Solving, Collaborative Problem..., Social Media, Social Networking
Education
SUNY Oneonta 1983 — 1987
BS, Chemistry, Business
The Nottingham Trent University 1986 — 1986
Study Abroad Program, Chemistry
Lauren Yaffe's Morgan Stanley Experience June 2004 - August 2004
Job Marketing Manager at Baxter International
Industry Medical Devices
Experience
BAXTER HEALTHCARE CORP September 2015 - Present
NorthShore University HealthSystem August 2011 - September 2014
Plante & Moran December 2008 - August 2011
Ocean Tomo July 2007 - November 2008
Plante & Moran May 2006 - August 2006
Morgan Stanley June 2004 - August 2004
Skills
Market Research, Healthcare improvement, Leadership, Healthcare Management, Healthcare Consulting, Cross-functional Team..., Project Management, Customer Experience..., Strategy, Strategic Planning, Process Improvement, Organizational..., Patient experience, Change Management, Business Valuation, Valuation, Analysis, Financial Modeling, Financial Reporting, Financial Analysis, Management Consulting, Program Management, Due Diligence, Microsoft Excel, Business Strategy, Strategy Implementation, Management, Coaching
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Strategy, Management of Organizations, Healthcare Enterprise Management, 3.8
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Management of Organizations, Strategy, Accounting, 3.8
International College de Cannes, France 2005 — 2005
Diploma, French Language and Civilization, 4.0
BAXTER HEALTHCARE CORP September 2015 - Present
NorthShore University HealthSystem August 2011 - September 2014
Plante & Moran December 2008 - August 2011
Ocean Tomo July 2007 - November 2008
Plante & Moran May 2006 - August 2006
Morgan Stanley June 2004 - August 2004
Skills
Market Research, Healthcare improvement, Leadership, Healthcare Management, Healthcare Consulting, Cross-functional Team..., Project Management, Customer Experience..., Strategy, Strategic Planning, Process Improvement, Organizational..., Patient experience, Change Management, Business Valuation, Valuation, Analysis, Financial Modeling, Financial Reporting, Financial Analysis, Management Consulting, Program Management, Due Diligence, Microsoft Excel, Business Strategy, Strategy Implementation, Management, Coaching
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Strategy, Management of Organizations, Healthcare Enterprise Management, 3.8
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Management of Organizations, Strategy, Accounting, 3.8
International College de Cannes, France 2005 — 2005
Diploma, French Language and Civilization, 4.0
Barbara Oakes Barbara Oakes's Morgan Stanley Experience May 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - Present
Deutsche Bank February 2002 - November 2002
MarketAxess March 2001 - November 2001
JP Morgan Chase 2000 - 2001
Merrill Lynch 2000 - 2000
JPMorgan 1987 - 2000
ExxonMobil August 1978 - 1987
Skills
Strategic Planning, Analysis, Securities, Management, Strategy, Portfolio Management, Risk Management, Business Process, Mergers & Acquisitions, CRM, Project Management, Enterprise Architecture, Change Management, Business Strategy, Financial Services, Vendor Management, Business Analysis, Program Management
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, MIS/Finance
Smith College 1972 — 1976
AB, Mathematics
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - Present
Deutsche Bank February 2002 - November 2002
MarketAxess March 2001 - November 2001
JP Morgan Chase 2000 - 2001
Merrill Lynch 2000 - 2000
JPMorgan 1987 - 2000
ExxonMobil August 1978 - 1987
Skills
Strategic Planning, Analysis, Securities, Management, Strategy, Portfolio Management, Risk Management, Business Process, Mergers & Acquisitions, CRM, Project Management, Enterprise Architecture, Change Management, Business Strategy, Financial Services, Vendor Management, Business Analysis, Program Management
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, MIS/Finance
Smith College 1972 — 1976
AB, Mathematics
Ronald Puccinelli Jr's Morgan Stanley Experience 2000 - 2003
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Jeffrey Breininger Jeffrey Breininger's Morgan Stanley Experience 2003 - Present
Job 2nd VicePresident
Industry Financial Services
Experience
Morgan Stanley 2003 - Present
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
United States Air Force Academy 1981 — 1985
BS
Morgan Stanley 2003 - Present
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
United States Air Force Academy 1981 — 1985
BS
Shannon Smith Shannon Smith's Morgan Stanley Experience July 1993 - June 1995
Job Vice President, Customer Success at OnDeck Capital
Industry Marketing and Advertising
Experience
OnDeck Capital January 2015 - Present
J. Crew January 2013 - October 2014
Vinfolio May 2011 - June 2012
Sephora August 2007 - April 2011
Williams-Sonoma July 2002 - April 2006
McKinsey & Company September 1999 - April 2002
J. Crew January 1996 - June 1997
Morgan Stanley July 1993 - June 1995
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
The University of Texas at Austin
BBA, Business Honors, Finance
OnDeck Capital January 2015 - Present
J. Crew January 2013 - October 2014
Vinfolio May 2011 - June 2012
Sephora August 2007 - April 2011
Williams-Sonoma July 2002 - April 2006
McKinsey & Company September 1999 - April 2002
J. Crew January 1996 - June 1997
Morgan Stanley July 1993 - June 1995
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
The University of Texas at Austin
BBA, Business Honors, Finance
Radhi Muhammad's Morgan Stanley Experience 2013 - 2014
Job Business Intelligence Analyst at Premise Health
Industry Hospital & Health Care
Experience
Premise Health July 2015 - Present
Asurion October 2014 - June 2015
Nashville Shakespeare Festival February 2014 - August 2014
Nationwide Studios 2014 - 2014
Morgan Stanley 2013 - 2014
4.40 Fitness and Athlete Development 2010 - 2013
Lowe's Home Improvement 2004 - 2013
Perfect Competition 2008 - 2010
Florida Marlin's Minor League Baseball 2007 - 2008
Skills
Leadership, Training, Athletics, Baseball, Coaching, Human Resources, Data Analysis, Sales, Sports Marketing, Microsoft Excel, Sports, Public Speaking, Microsoft Word, Change Management, Event Management, Management, PowerPoint, Access, Analytics, Social Media, Athletic Training, Sports Coaching, Time Management, Microsoft SQL Server, MS Excel Pivot Tables, VBA, Macro, Vlookup, SharePoint, Outlook, Sumif, Business Objects, Financial Analysis, Market Analysis, SSRS, SSIS
Education
Nova Southeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Nova Southeastern University
Bachelor's of Science, Athletic Training
Premise Health July 2015 - Present
Asurion October 2014 - June 2015
Nashville Shakespeare Festival February 2014 - August 2014
Nationwide Studios 2014 - 2014
Morgan Stanley 2013 - 2014
4.40 Fitness and Athlete Development 2010 - 2013
Lowe's Home Improvement 2004 - 2013
Perfect Competition 2008 - 2010
Florida Marlin's Minor League Baseball 2007 - 2008
Skills
Leadership, Training, Athletics, Baseball, Coaching, Human Resources, Data Analysis, Sales, Sports Marketing, Microsoft Excel, Sports, Public Speaking, Microsoft Word, Change Management, Event Management, Management, PowerPoint, Access, Analytics, Social Media, Athletic Training, Sports Coaching, Time Management, Microsoft SQL Server, MS Excel Pivot Tables, VBA, Macro, Vlookup, SharePoint, Outlook, Sumif, Business Objects, Financial Analysis, Market Analysis, SSRS, SSIS
Education
Nova Southeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Nova Southeastern University
Bachelor's of Science, Athletic Training
Jonathan Cyprys Jonathan Cyprys's Morgan Stanley Experience 2008 - 2009
Job Associate at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP August 2010 - Present
Greenberg Traurig, LLP September 2009 - April 2010
Westchester County, NY District Attorney's Office June 2009 - August 2009
Morgan Stanley 2008 - 2009
Skills
Litigation, Securities Litigation, Broker-Dealer Defense, Westlaw, Pleadings, Arbitration, Legal Research, Legal Writing, Mediation, Securities Regulation, Trial Practice, Document Drafting, Employment Contracts, Due Diligence, Trials, Civil Litigation, Courts, Commercial Litigation, Appeals, Corporate Law
Education
Nova Southeastern University 2007 — 2010
Doctor of Law (J.D.)
University at Albany 2000 — 2004
Bachelor of Science (B.S.), Economics
Greenberg Traurig, LLP August 2010 - Present
Greenberg Traurig, LLP September 2009 - April 2010
Westchester County, NY District Attorney's Office June 2009 - August 2009
Morgan Stanley 2008 - 2009
Skills
Litigation, Securities Litigation, Broker-Dealer Defense, Westlaw, Pleadings, Arbitration, Legal Research, Legal Writing, Mediation, Securities Regulation, Trial Practice, Document Drafting, Employment Contracts, Due Diligence, Trials, Civil Litigation, Courts, Commercial Litigation, Appeals, Corporate Law
Education
Nova Southeastern University 2007 — 2010
Doctor of Law (J.D.)
University at Albany 2000 — 2004
Bachelor of Science (B.S.), Economics
Cindy Ye Cindy Ye's Morgan Stanley Experience July 2015 - Present
Job Associate at Morgan Stanley IBD
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Kosmode Biotechnology Co., Ltd. July 2014 - October 2014
Friends Camp August 2012 - February 2013
Bank of America Merrill Lynch June 2010 - August 2012
Bank of America Merrill Lynch July 2007 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Budgets, Financial Analysis, Financial Modeling, Project Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Morgan Stanley July 2015 - Present
Kosmode Biotechnology Co., Ltd. July 2014 - October 2014
Friends Camp August 2012 - February 2013
Bank of America Merrill Lynch June 2010 - August 2012
Bank of America Merrill Lynch July 2007 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Budgets, Financial Analysis, Financial Modeling, Project Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Eric Curtis Eric Curtis's Morgan Stanley Experience 1998 - 1999
Job Nonprofit Advisor, Author, and President of Curtis Company
Industry Management Consulting
Experience
Curtis Company January 2008 - Present
Suffolk University September 2011 - Present
Norwich University September 2011 - Present
MetroRock North Climbing Center September 2006 - May 2015
Washington Mutual 2003 - 2006
East/West Mortgage 2002 - 2003
Hyperknowledge Corp. 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Organization Design, Retention, Strategy, Role Clarity, Non-profits, Universities, YMCA, Customer Retention, Organizational Design, Strategic Planning, Nonprofits, Change Management, Team Building, Business Strategy, Mergers & Acquisitions, Team Leadership, Project Management, Cross-functional Team..., Program Management, Entrepreneurship, Leadership Development, Management, Executive Management, Business Development, Coaching, Marketing
Education
Suffolk University - Sawyer School of Management 2003 — 2004
MBA, Marketing Focus
Norwich University 1994 — 1998
BS, Accounting & Finance
Curtis Company January 2008 - Present
Suffolk University September 2011 - Present
Norwich University September 2011 - Present
MetroRock North Climbing Center September 2006 - May 2015
Washington Mutual 2003 - 2006
East/West Mortgage 2002 - 2003
Hyperknowledge Corp. 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Organization Design, Retention, Strategy, Role Clarity, Non-profits, Universities, YMCA, Customer Retention, Organizational Design, Strategic Planning, Nonprofits, Change Management, Team Building, Business Strategy, Mergers & Acquisitions, Team Leadership, Project Management, Cross-functional Team..., Program Management, Entrepreneurship, Leadership Development, Management, Executive Management, Business Development, Coaching, Marketing
Education
Suffolk University - Sawyer School of Management 2003 — 2004
MBA, Marketing Focus
Norwich University 1994 — 1998
BS, Accounting & Finance
Karl Kleiderer Karl Kleiderer's Morgan Stanley Experience 1997 - 1999
Job Vice President, Corporate Development at CurtissWright Corporation
Industry Financial Services
Experience
Curtiss-Wright Corporation 2012 - Present
Goodrich Corporation January 2005 - October 2012
William Blair & Co., LLC February 1999 - February 2004
Morgan Stanley 1997 - 1999
U.S. Navy June 1989 - June 1995
Skills
Acquisition Integration, Mergers, Financial Modeling, Valuation, Due Diligence, Contract Negotiations, Deal Structuring, Deal Sourcing, Leadership Development, International Business, Internal Controls, Aerospace, Budgets, Business Analysis, Business Development, Contract Negotiation, Corporate Development, Corporate Finance, Cross-functional Team..., Divestitures, Executive Management, Finance, Financial Analysis, Joint Ventures, Leadership, M, Management, Mergers, Negotiation, Private Equity, Process Improvement, Program Management, Six Sigma, Start-ups, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of Notre Dame 1985 — 1989
BS
Curtiss-Wright Corporation 2012 - Present
Goodrich Corporation January 2005 - October 2012
William Blair & Co., LLC February 1999 - February 2004
Morgan Stanley 1997 - 1999
U.S. Navy June 1989 - June 1995
Skills
Acquisition Integration, Mergers, Financial Modeling, Valuation, Due Diligence, Contract Negotiations, Deal Structuring, Deal Sourcing, Leadership Development, International Business, Internal Controls, Aerospace, Budgets, Business Analysis, Business Development, Contract Negotiation, Corporate Development, Corporate Finance, Cross-functional Team..., Divestitures, Executive Management, Finance, Financial Analysis, Joint Ventures, Leadership, M, Management, Mergers, Negotiation, Private Equity, Process Improvement, Program Management, Six Sigma, Start-ups, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of Notre Dame 1985 — 1989
BS
Brett Tande Brett Tande's Morgan Stanley Experience June 2004 - April 2011
Job Vice President
Industry Hospital & Health Care
Experience
Cadence Health April 2011 - Present
Morgan Stanley June 2004 - April 2011
Education
Northwestern University - Kellogg School of Management
Master of Business Administration
Washington University in St. Louis
Bachelor of Science in Business Administration
Cadence Health April 2011 - Present
Morgan Stanley June 2004 - April 2011
Education
Northwestern University - Kellogg School of Management
Master of Business Administration
Washington University in St. Louis
Bachelor of Science in Business Administration
Cele. Bryan Cele. Bryan's Morgan Stanley Experience January 2004 - January 2008
Job Sales Manager at Resource Energy,Chief Sales Officer at Intelescope Solutions Ltd.
Industry Renewables & Environment
Experience
Intelescope Solutions Ltd. August 2015 - Present
Resource Energy Systems June 2015 - Present
EngagePoint, Inc. September 2013 - May 2015
Broadridge Financial Solutions January 2009 - August 2013
Morgan Stanley January 2004 - January 2008
Alex. Brown and Sons - Bankers Trust - Deutsche Bank June 1978 - January 2003
Skills
Management, Relationship Management, Financial Services, Strategic Planning, Leadership, Training & Development, Securities, FINRA, Asset Managment, Public Speaking, Portfolio Management, Series 7, Strategy, 401k, Credit, Mortgage Lending, Banking, Retirement Planning, Strategic Financial..., Regulatory Affairs, Regulations, Supervisory Management, Mutual Funds, Asset Management, Wealth Management, Financial Markets, Investment Banking, Series 63, Retirement, Fixed Income, Equities, Asset Allocation, Investments, Investment Advisory, Alternative Investments, CRM, Hedge Funds, Investment Management, Pensions, Bonds, Finance, Financial Planning, Training, Business Development, Proposal Leadership, Government Proposals
Education
Notre Dame of Maryland University 1988 — 1991
BA, Finance
Intelescope Solutions Ltd. August 2015 - Present
Resource Energy Systems June 2015 - Present
EngagePoint, Inc. September 2013 - May 2015
Broadridge Financial Solutions January 2009 - August 2013
Morgan Stanley January 2004 - January 2008
Alex. Brown and Sons - Bankers Trust - Deutsche Bank June 1978 - January 2003
Skills
Management, Relationship Management, Financial Services, Strategic Planning, Leadership, Training & Development, Securities, FINRA, Asset Managment, Public Speaking, Portfolio Management, Series 7, Strategy, 401k, Credit, Mortgage Lending, Banking, Retirement Planning, Strategic Financial..., Regulatory Affairs, Regulations, Supervisory Management, Mutual Funds, Asset Management, Wealth Management, Financial Markets, Investment Banking, Series 63, Retirement, Fixed Income, Equities, Asset Allocation, Investments, Investment Advisory, Alternative Investments, CRM, Hedge Funds, Investment Management, Pensions, Bonds, Finance, Financial Planning, Training, Business Development, Proposal Leadership, Government Proposals
Education
Notre Dame of Maryland University 1988 — 1991
BA, Finance
John Schmitt, CFA's Morgan Stanley Experience August 1997 - July 2003
Job Senior Vice President at Merrill Lynch where I help families manage all aspects of their wealth.
Industry Investment Management
Experience
Merrill Lynch July 2003 - Present
GoPicnic 2011 - 2012
Morgan Stanley August 1997 - July 2003
Equitable Real Estate June 1993 - June 1996
Arthur Andersen August 1989 - April 1993
John Schmitt Painting May 1988 - August 1989
Skills
Asset Allocation, Alternative Investments, Retirement Planning, Problem Solving, Portfolio Management, Cash Flow Management, Risk Management, Risk Mitigation, Investment Strategies, Wealth Management, Mergers & Acquisitions, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts, Finance
Loyola Academy 1981 — 1985
High School
Merrill Lynch July 2003 - Present
GoPicnic 2011 - 2012
Morgan Stanley August 1997 - July 2003
Equitable Real Estate June 1993 - June 1996
Arthur Andersen August 1989 - April 1993
John Schmitt Painting May 1988 - August 1989
Skills
Asset Allocation, Alternative Investments, Retirement Planning, Problem Solving, Portfolio Management, Cash Flow Management, Risk Management, Risk Mitigation, Investment Strategies, Wealth Management, Mergers & Acquisitions, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts, Finance
Loyola Academy 1981 — 1985
High School
Emily Colby McLellan's Morgan Stanley Experience 1998 - 2000
Job Partner at HSP Henkel Search Partners
Industry Staffing and Recruiting
Experience
HSP - Henkel Search Partners September 2011 - Present
SG Partners 2010 - 2011
Glocap Search July 2008 - February 2010
Springboard Career Consultants November 2005 - June 2008
Kaplan Inc. 2004 - October 2005
McKinsey & Co. 2003 - 2003
Edison Schools 2000 - 2002
Morgan Stanley 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Princeton University 1994 — 1998
BA
Groton School 1990 — 1994
ASIJ
HSP - Henkel Search Partners September 2011 - Present
SG Partners 2010 - 2011
Glocap Search July 2008 - February 2010
Springboard Career Consultants November 2005 - June 2008
Kaplan Inc. 2004 - October 2005
McKinsey & Co. 2003 - 2003
Edison Schools 2000 - 2002
Morgan Stanley 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Princeton University 1994 — 1998
BA
Groton School 1990 — 1994
ASIJ
Eliza Tainton Eliza Tainton's Morgan Stanley Experience 2006 - 2008
Job Chief Risk Officer at HighTower
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
Arik Ben Dor's Morgan Stanley Experience August 2002 - April 2003
Job Senior Quantitative Analyst at Barclays
Industry Capital Markets
Experience
Lehman Brothers / Barclays July 2004 - Present
Morgan Stanley August 2002 - April 2003
Skills
Fixed Income, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Investments, Quantitative Research, Portfolio construction, Hedging, Financial Risk, Derivatives, Options, Strategy, CDS, Trading Strategies, Bonds, Investment Banking, Financial Modeling, Equity Derivatives, Capital Markets
Education
Northwestern University - Kellogg School of Management 1998 — 2004
Ph.D., Finance
Tel Aviv University 1993 — 1994
M.A., Economics
Tel Aviv University 1990 — 1993
B.A., Economics and Management
Lehman Brothers / Barclays July 2004 - Present
Morgan Stanley August 2002 - April 2003
Skills
Fixed Income, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Investments, Quantitative Research, Portfolio construction, Hedging, Financial Risk, Derivatives, Options, Strategy, CDS, Trading Strategies, Bonds, Investment Banking, Financial Modeling, Equity Derivatives, Capital Markets
Education
Northwestern University - Kellogg School of Management 1998 — 2004
Ph.D., Finance
Tel Aviv University 1993 — 1994
M.A., Economics
Tel Aviv University 1990 — 1993
B.A., Economics and Management
Thomas Otis Thomas Otis's Morgan Stanley Experience 2001 - 2005
Job Executive Vice President Finance at JDA Frontline
Industry Public Relations and Communications
Experience
JDA Frontline March 2013 - Present
Mira Winery March 2013 - Present
NAI Avant Charleston, LLC July 2011 - December 2013
Winyah Development Partners March 2008 - June 2011
Atlantic Marina Holdings, LLC 2006 - 2008
Morgan Stanley 2001 - 2005
Colliers Keenan, Inc. January 1994 - December 1997
Skills
Real Estate, Financial Analysis, Investments, Financial Modeling, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance
Washington and Lee University 1988 — 1992
BA, Economics
JDA Frontline March 2013 - Present
Mira Winery March 2013 - Present
NAI Avant Charleston, LLC July 2011 - December 2013
Winyah Development Partners March 2008 - June 2011
Atlantic Marina Holdings, LLC 2006 - 2008
Morgan Stanley 2001 - 2005
Colliers Keenan, Inc. January 1994 - December 1997
Skills
Real Estate, Financial Analysis, Investments, Financial Modeling, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance
Washington and Lee University 1988 — 1992
BA, Economics
Pete Papageorgakis, CFA Pete Papageorgakis, CFA's Morgan Stanley Experience 1992 - 2007
Job Head of Product Development & Management
Industry Investment Management
Experience
BMO Global Asset Management September 2013 - Present
DuPage Habitat for Humanity December 2012 - Present
Neuberger Berman September 2007 - September 2013
Lehman Brothers September 2007 - September 2008
Morgan Stanley 1992 - 2007
Van Kampen Investments 1992 - 1998
Education
Northwestern University - Kellogg School of Management 1997 — 2000
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
BMO Global Asset Management September 2013 - Present
DuPage Habitat for Humanity December 2012 - Present
Neuberger Berman September 2007 - September 2013
Lehman Brothers September 2007 - September 2008
Morgan Stanley 1992 - 2007
Van Kampen Investments 1992 - 1998
Education
Northwestern University - Kellogg School of Management 1997 — 2000
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
Pamela Marcott Garcia Pamela Marcott Garcia's Morgan Stanley Experience May 1983 - April 1985
Job President at NW Main Street Markets, LLC
Industry Retail
Experience
NW Main Street Markets, LLC November 2010 - Present
NW Supermarket Holdings January 2000 - November 2010
OEN 2007 - 2009
OEN 2005 - 2009
OEN 2005 - 2009
Hewlett Packard June 1989 - October 1991
Microsoft April 1985 - April 1987
Morgan Stanley May 1983 - April 1985
Skills
Start-ups, Marketing Strategy, Strategic Planning, New Business Development, Entrepreneurship, Business Strategy, Marketing, Leadership, Strategy, Business Planning, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1986 — 1987
Masters, Business Administration and Management, General
Oregon State University 1976 — 1981
Bachelor's degree, Business Administration and Management, General
NW Main Street Markets, LLC November 2010 - Present
NW Supermarket Holdings January 2000 - November 2010
OEN 2007 - 2009
OEN 2005 - 2009
OEN 2005 - 2009
Hewlett Packard June 1989 - October 1991
Microsoft April 1985 - April 1987
Morgan Stanley May 1983 - April 1985
Skills
Start-ups, Marketing Strategy, Strategic Planning, New Business Development, Entrepreneurship, Business Strategy, Marketing, Leadership, Strategy, Business Planning, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1986 — 1987
Masters, Business Administration and Management, General
Oregon State University 1976 — 1981
Bachelor's degree, Business Administration and Management, General
Dan Ebert Dan Ebert's Morgan Stanley Experience July 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Kelm Financial Services May 2014 - June 2015
Quartz Mountain Capital LLC July 2012 - December 2014
Iron Gate Equity Group LLC November 2008 - December 2014
Friedrich Air Conditioning June 2003 - October 2008
Maytag May 2002 - May 2003
Honeywell International 1995 - 2003
Frito Lay June 1988 - August 1992
Skills
Negotiation, Investments, Procurement, Operations Management, Process Improvement, Manufacturing, Strategic Planning, Contract Negotiation, Team Building, Product Development, Sales Management, Start-ups, Lean Manufacturing, Budgets, Business Planning, Training, Marketing, Management Consulting, Executive Management, Business Development, Leadership, Marketing Strategy, Capital, Commercial Real Estate, Selling, Business Strategy, Supply Chain Management, Cross-functional Team..., Continuous Improvement, Finance, Funding, Purchasing, Private Equity, Strategy, Engineering, International Business, Management, P&L Management, Program Management, Sales, Disposition, New Business Development, Six Sigma, Supply Chain, Real Estate Financing, Acquisitions, Real Estate Economics, Venture Capital, Due Diligence
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
The University of Texas at Arlington 1984 — 1988
BS, Electrical Engineering
Morgan Stanley July 2015 - Present
Kelm Financial Services May 2014 - June 2015
Quartz Mountain Capital LLC July 2012 - December 2014
Iron Gate Equity Group LLC November 2008 - December 2014
Friedrich Air Conditioning June 2003 - October 2008
Maytag May 2002 - May 2003
Honeywell International 1995 - 2003
Frito Lay June 1988 - August 1992
Skills
Negotiation, Investments, Procurement, Operations Management, Process Improvement, Manufacturing, Strategic Planning, Contract Negotiation, Team Building, Product Development, Sales Management, Start-ups, Lean Manufacturing, Budgets, Business Planning, Training, Marketing, Management Consulting, Executive Management, Business Development, Leadership, Marketing Strategy, Capital, Commercial Real Estate, Selling, Business Strategy, Supply Chain Management, Cross-functional Team..., Continuous Improvement, Finance, Funding, Purchasing, Private Equity, Strategy, Engineering, International Business, Management, P&L Management, Program Management, Sales, Disposition, New Business Development, Six Sigma, Supply Chain, Real Estate Financing, Acquisitions, Real Estate Economics, Venture Capital, Due Diligence
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
The University of Texas at Arlington 1984 — 1988
BS, Electrical Engineering
Henner Espinoza Henner Espinoza's Morgan Stanley Experience June 2013 - Present
Job Wealth Management Branch Analyst at Morgan Stanley
Industry Financial Services
Experience
Les Petits Artistes January 2014 - Present
Morgan Stanley June 2013 - Present
The Breakers November 2010 - May 2013
Skills
Marketing, Sales, Customer Service, Microsoft Office, Leadership, Social Media, PowerPoint, Management, Event Planning, Microsoft Excel
Education
Northwood University-Florida 2008 — 2012
Bachelor of Science (BS), International Business, Cum Laude
Les Petits Artistes January 2014 - Present
Morgan Stanley June 2013 - Present
The Breakers November 2010 - May 2013
Skills
Marketing, Sales, Customer Service, Microsoft Office, Leadership, Social Media, PowerPoint, Management, Event Planning, Microsoft Excel
Education
Northwood University-Florida 2008 — 2012
Bachelor of Science (BS), International Business, Cum Laude
Daniel Ray Daniel Ray's Morgan Stanley Experience 1998 - 2000
Job Institutional Development Manager
Industry Investment Management
Experience
Consulting Services Support Corporation (CSSC) February 2015 - Present
HawkPeak® Consulting Group January 2014 - January 2015
Euro Pacific Asset Management August 2011 - January 2014
Freedom One Financial October 2010 - July 2011
Altin Holdings LLC March 2007 - July 2010
Merrill Lynch February 2005 - February 2006
Flagstar Bank 2003 - 2005
Merrill Lynch January 2000 - April 2003
Morgan Stanley 1998 - 2000
Skills
Mutual Funds, Asset Managment, Investments, Commodity, Separately Managed..., Alternative Investments, Asset Allocation, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Strategic Financial..., Equities
Education
Walsh College of Accountancy and Business Administration 2000 — 2004
Bachelor, Finance
Northwood University 1998 — 2000
Associates, Banking & Finance
Chippewa Valley HS 1994 — 1997
Consulting Services Support Corporation (CSSC) February 2015 - Present
HawkPeak® Consulting Group January 2014 - January 2015
Euro Pacific Asset Management August 2011 - January 2014
Freedom One Financial October 2010 - July 2011
Altin Holdings LLC March 2007 - July 2010
Merrill Lynch February 2005 - February 2006
Flagstar Bank 2003 - 2005
Merrill Lynch January 2000 - April 2003
Morgan Stanley 1998 - 2000
Skills
Mutual Funds, Asset Managment, Investments, Commodity, Separately Managed..., Alternative Investments, Asset Allocation, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Strategic Financial..., Equities
Education
Walsh College of Accountancy and Business Administration 2000 — 2004
Bachelor, Finance
Northwood University 1998 — 2000
Associates, Banking & Finance
Chippewa Valley HS 1994 — 1997
Randall Smith, CUDE Randall Smith, CUDE's Morgan Stanley Experience 1996 - 2004
Job Cofounder and publisher of CUInsight.com
Industry Online Media
Experience
CUInsight.com November 2008 - Present
CBInsight.com January 2013 - Present
FISolv, LLC 2008 - 2010
Franklin Templeton Investments 2006 - 2008
Comerica Wealth and Institutional Management 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Marketing, Media Relations, Credit Unions, Entrepreneurship, Business Development, Strategic Planning, Leadership, Public Relations, Banking, Financial Services, Email Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Public Speaking, Copywriting, Newsletters, Advertising, Strategic Partnerships, Strategy, Google Analytics, Training, Competitive Analysis, Executive Management, Online Marketing, Blogging, Social Networking, Online Advertising, Press Releases, Corporate Branding, Market Planning, Corporate Communications, Internal Communications, Marketing Management, SEO, Integrated Marketing, Brand Development, B2B Marketing, Strategic Communications, Publishing, Market Research, Web Analytics, Digital Marketing, Lead Generation, Financial Institutions
Education
Northwood University
BBA, Banking & Finance/Management
Clawson High School
CUInsight.com November 2008 - Present
CBInsight.com January 2013 - Present
FISolv, LLC 2008 - 2010
Franklin Templeton Investments 2006 - 2008
Comerica Wealth and Institutional Management 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Marketing, Media Relations, Credit Unions, Entrepreneurship, Business Development, Strategic Planning, Leadership, Public Relations, Banking, Financial Services, Email Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Public Speaking, Copywriting, Newsletters, Advertising, Strategic Partnerships, Strategy, Google Analytics, Training, Competitive Analysis, Executive Management, Online Marketing, Blogging, Social Networking, Online Advertising, Press Releases, Corporate Branding, Market Planning, Corporate Communications, Internal Communications, Marketing Management, SEO, Integrated Marketing, Brand Development, B2B Marketing, Strategic Communications, Publishing, Market Research, Web Analytics, Digital Marketing, Lead Generation, Financial Institutions
Education
Northwood University
BBA, Banking & Finance/Management
Clawson High School
Cynthia Safford Cynthia Safford's Morgan Stanley Experience July 1992 - September 1995
Job Independent Marketing & Strategy Consultant
Industry Marketing and Advertising
Experience
LC Marketing & Management (LCMM) 2011 - Present
Unilever HPC August 1997 - December 2010
Morgan Stanley July 1992 - September 1995
Skills
Shopper Marketing, Customer Insight, Consumer Products, Brand Equity, Customer Marketing, Brand Architecture, Brand Management, Product Innovation, Trade Marketing, Nielsen, Strategy, Segmentation, Consumer Insight
Education
Kellogg Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Marketing and Finance
University of Notre Dame 1988 — 1992
Bachelor of Arts (BA), International Studies & French
LC Marketing & Management (LCMM) 2011 - Present
Unilever HPC August 1997 - December 2010
Morgan Stanley July 1992 - September 1995
Skills
Shopper Marketing, Customer Insight, Consumer Products, Brand Equity, Customer Marketing, Brand Architecture, Brand Management, Product Innovation, Trade Marketing, Nielsen, Strategy, Segmentation, Consumer Insight
Education
Kellogg Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Marketing and Finance
University of Notre Dame 1988 — 1992
Bachelor of Arts (BA), International Studies & French
Phil Friedman Phil Friedman's Morgan Stanley Experience 1995 - 1997
Job Senior Advisor (Head of Aerospace and Defense Advisory)
Industry Financial Services
Experience
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Kellie-Ann Myrtle's Morgan Stanley Experience March 2014 - February 2015
Job Integrated Brand Marketing and Creative Services Consultant
Industry Financial Services
Experience
Independent Consultant March 2015 - Present
Morgan Stanley March 2014 - February 2015
NYSE Euronext January 2012 - March 2014
Stellar Group of NY July 2009 - January 2012
Condé Nast August 2006 - July 2009
Hachette Filipacchi Media January 2003 - June 2005
Condé Nast February 2002 - December 2002
Vogue January 2002 - March 2002
Skills
Corporate Branding, Creative Direction, Advertising, Graphic Design, Brand Development, Creative Strategy, Art Direction, Typography, Branding & Identity, Digital Strategy, Publishing, Corporate Identity, Creative Services, Magazines, Content Strategy, Social Media, Brochures, Marketing, Adobe Creative Suite, Minimalism, Project Management, Integrated Marketing, Social Media Marketing, User Experience, Branding, Marketing Communications, Start-ups, Business Development, Leadership, Management
Education
Notre Dame of Maryland University 1996 — 2000
Bachelor's Degree, Concentration Graphic Design and Communication
Independent Consultant March 2015 - Present
Morgan Stanley March 2014 - February 2015
NYSE Euronext January 2012 - March 2014
Stellar Group of NY July 2009 - January 2012
Condé Nast August 2006 - July 2009
Hachette Filipacchi Media January 2003 - June 2005
Condé Nast February 2002 - December 2002
Vogue January 2002 - March 2002
Skills
Corporate Branding, Creative Direction, Advertising, Graphic Design, Brand Development, Creative Strategy, Art Direction, Typography, Branding & Identity, Digital Strategy, Publishing, Corporate Identity, Creative Services, Magazines, Content Strategy, Social Media, Brochures, Marketing, Adobe Creative Suite, Minimalism, Project Management, Integrated Marketing, Social Media Marketing, User Experience, Branding, Marketing Communications, Start-ups, Business Development, Leadership, Management
Education
Notre Dame of Maryland University 1996 — 2000
Bachelor's Degree, Concentration Graphic Design and Communication
Anne Zacharis's Morgan Stanley Experience September 1983 - March 1987
Job Career Center at Palm Beach State College
Industry Retail
Experience
Palm Beach State College January 2015 - Present
Boston Proper, Chico's FAS, Inc. September 2011 - December 2013
Boston Proper March 2001 - September 2011
Boca Raton Resort & Club January 1997 - February 2001
W R Grace and Company January 1991 - January 1995
Enhance Reinsurance April 1987 - December 1990
Morgan Stanley September 1983 - March 1987
Skills
Fashion, Public Relations, Inventory Management, Outlook, Customer Service, Event Management, Marketing, Social Media, Microsoft Office, Social Media Marketing, Facebook, Social Networking, Advertising, Event Planning, Travel Management, Volunteering, Counseling, Mentoring, Youth Mentoring, Management, Retail
Education
Nova Southeastern University 1995 — 1998
Bachelor's degree, Professional Management
Florida Atlantic University
SHRM Certification
Palm Beach State College January 2015 - Present
Boston Proper, Chico's FAS, Inc. September 2011 - December 2013
Boston Proper March 2001 - September 2011
Boca Raton Resort & Club January 1997 - February 2001
W R Grace and Company January 1991 - January 1995
Enhance Reinsurance April 1987 - December 1990
Morgan Stanley September 1983 - March 1987
Skills
Fashion, Public Relations, Inventory Management, Outlook, Customer Service, Event Management, Marketing, Social Media, Microsoft Office, Social Media Marketing, Facebook, Social Networking, Advertising, Event Planning, Travel Management, Volunteering, Counseling, Mentoring, Youth Mentoring, Management, Retail
Education
Nova Southeastern University 1995 — 1998
Bachelor's degree, Professional Management
Florida Atlantic University
SHRM Certification
Davion Chism Davion Chism's Morgan Stanley Experience March 2011 - May 2013
Job JD & MBA candidate at Northwestern University
Industry Law Practice
Experience
HMC Investments December 2013 - Present
JONES DAY® May 2015 - July 2015
Coney Island Prep June 2013 - January 2014
Morgan Stanley March 2011 - May 2013
Morgan Stanley July 2009 - March 2011
Princeton University September 2007 - June 2009
Morgan Stanley June 2008 - August 2008
Skills
Series 7, Hedge Funds, Fixed Income, Financial Modeling, Equities, Derivatives, Investments, Data Analysis, Emerging Markets, Bloomberg Terminal, Securities, Series 63, Series 3, Futures, Bloomberg, FINRA
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Northwestern University School of Law 2015 — 2018
Doctor of Law (J.D.)
Princeton University 2005 — 2009
A.B, Comparative Politics; American Studies
HMC Investments December 2013 - Present
JONES DAY® May 2015 - July 2015
Coney Island Prep June 2013 - January 2014
Morgan Stanley March 2011 - May 2013
Morgan Stanley July 2009 - March 2011
Princeton University September 2007 - June 2009
Morgan Stanley June 2008 - August 2008
Skills
Series 7, Hedge Funds, Fixed Income, Financial Modeling, Equities, Derivatives, Investments, Data Analysis, Emerging Markets, Bloomberg Terminal, Securities, Series 63, Series 3, Futures, Bloomberg, FINRA
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Northwestern University School of Law 2015 — 2018
Doctor of Law (J.D.)
Princeton University 2005 — 2009
A.B, Comparative Politics; American Studies
Marie Kim Marie Kim's Morgan Stanley Experience November 2001 - June 2006
Job General Manager at Shutterfly
Industry Internet
Experience
Shutterfly Inc. August 2015 - Present
LinkedIn January 2014 - August 2015
LinkedIn April 2012 - January 2014
Monitor Group September 2008 - April 2012
Walmart.com June 2007 - August 2007
Morgan Stanley November 2001 - June 2006
Skills
Marketing Management, Business Case, Marketing Strategy, Budgets, Social Media Marketing, Negotiation, Quantitative Analytics, Team Building, Product Marketing, Online Marketing, Leadership, Management Consulting, Strategy, Management, Competitive Analysis, Business Strategy, Product Management, Marketing, Analytics, Integrated Marketing
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Haas School of Business, UC Berkeley 1997 — 2001
BS
Shutterfly Inc. August 2015 - Present
LinkedIn January 2014 - August 2015
LinkedIn April 2012 - January 2014
Monitor Group September 2008 - April 2012
Walmart.com June 2007 - August 2007
Morgan Stanley November 2001 - June 2006
Skills
Marketing Management, Business Case, Marketing Strategy, Budgets, Social Media Marketing, Negotiation, Quantitative Analytics, Team Building, Product Marketing, Online Marketing, Leadership, Management Consulting, Strategy, Management, Competitive Analysis, Business Strategy, Product Management, Marketing, Analytics, Integrated Marketing
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Haas School of Business, UC Berkeley 1997 — 2001
BS
Jason Slates Jason Slates's Morgan Stanley Experience 1998 - 2010
Job Vice President Wealth Advisor at Huntington
Industry Financial Services
Experience
Huntington Wealth Advisors 2010 - Present
Morgan Stanley 1998 - 2010
Skills
Wealth Management, Wealth, Financial Planners, Retirement Planning, Estate Planning, Risk Management, Investments, 401k Rollovers, Finance, Mutual Funds, Banking, Equities, Portfolio Management, Securities, Credit, Investment Advisory
Education
Northwood University 1992 — 1997
BBA, Economics & Management
Jackson High School 1988 — 1992
Huntington Wealth Advisors 2010 - Present
Morgan Stanley 1998 - 2010
Skills
Wealth Management, Wealth, Financial Planners, Retirement Planning, Estate Planning, Risk Management, Investments, 401k Rollovers, Finance, Mutual Funds, Banking, Equities, Portfolio Management, Securities, Credit, Investment Advisory
Education
Northwood University 1992 — 1997
BBA, Economics & Management
Jackson High School 1988 — 1992
Samuel Arijeloye's Morgan Stanley Experience June 2014 - August 2014
Job Fulfillment Professional at IBM
Industry Financial Services
Experience
IBM July 2015 - Present
Morgan Stanley June 2014 - August 2014
Viacom June 2013 - August 2013
CastleOak Securities, L.P. June 2012 - August 2012
Goldman Sachs July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Leadership, Customer Service, Financial Analysis, Microsoft Office, Access, Management, Analysis, Facebook, Teamwork
Education
Syracuse University 2011 — 2015
Finance and Marketing, Finance and Marketing
Northwestern University - Kellogg School of Management 2010 — 2010
Syracuse University - Martin J. Whitman School of Management 2010 — 2010
IBM July 2015 - Present
Morgan Stanley June 2014 - August 2014
Viacom June 2013 - August 2013
CastleOak Securities, L.P. June 2012 - August 2012
Goldman Sachs July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Leadership, Customer Service, Financial Analysis, Microsoft Office, Access, Management, Analysis, Facebook, Teamwork
Education
Syracuse University 2011 — 2015
Finance and Marketing, Finance and Marketing
Northwestern University - Kellogg School of Management 2010 — 2010
Syracuse University - Martin J. Whitman School of Management 2010 — 2010
Yuxuan (Jackie) Chen Yuxuan (Jackie) Chen's Morgan Stanley Experience July 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley June 2014 - August 2014
PwC August 2013 - September 2013
China Merchants Securities June 2013 - August 2013
CICC June 2012 - August 2012
Skills
Capital Markets, Equities, Investment Banking, Mergers
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Mathematics; Economics; Mathematical Methods in Social Sciences
Northwestern University - Kellogg School of Management 2013 — 2014
Bachelor’s Degree, Kellogg Certificate for Undergraduates
Experimental High School Attached to Beijing Normal University 2008 — 2011
High School
Morgan Stanley July 2015 - Present
Morgan Stanley June 2014 - August 2014
PwC August 2013 - September 2013
China Merchants Securities June 2013 - August 2013
CICC June 2012 - August 2012
Skills
Capital Markets, Equities, Investment Banking, Mergers
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Mathematics; Economics; Mathematical Methods in Social Sciences
Northwestern University - Kellogg School of Management 2013 — 2014
Bachelor’s Degree, Kellogg Certificate for Undergraduates
Experimental High School Attached to Beijing Normal University 2008 — 2011
High School
Rebecca Stearns Rebecca Stearns's Morgan Stanley Experience 2014 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
UBS 2013 - 2014
Saginaw Gold and Diamond Center December 2011 - January 2013
Classic Image Hair Design June 2011 - August 2012
UBS June 2012 - July 2012
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Grand Valley State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Frankenmuth High School 2006 — 2010
Morgan Stanley 2014 - Present
UBS 2013 - 2014
Saginaw Gold and Diamond Center December 2011 - January 2013
Classic Image Hair Design June 2011 - August 2012
UBS June 2012 - July 2012
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Grand Valley State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Frankenmuth High School 2006 — 2010
Andrew Winick's Morgan Stanley Experience April 2006 - December 2007
Job Managing Director at Westbury Group LLC
Industry Investment Banking
Experience
Westbury Group December 2008 - Present
Market Square Food Company, Inc. November 2012 - Present
Online Degree Navigator LLC March 2009 - Present
Morgan Stanley April 2006 - December 2007
Merrill Lynch September 1999 - May 2005
Salomon Smith Barney March 1997 - September 1999
BNP Paribas March 1993 - July 1997
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, Start-ups, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Business Development, Capital Raising, Technology, Capital Markets, Portfolio Management, Higher Education, Online Lead Generation
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Entrepreneurship, Graduated with Distinction
Skidmore College 1986 — 1990
BS, Finance
Westbury Group December 2008 - Present
Market Square Food Company, Inc. November 2012 - Present
Online Degree Navigator LLC March 2009 - Present
Morgan Stanley April 2006 - December 2007
Merrill Lynch September 1999 - May 2005
Salomon Smith Barney March 1997 - September 1999
BNP Paribas March 1993 - July 1997
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, Start-ups, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Business Development, Capital Raising, Technology, Capital Markets, Portfolio Management, Higher Education, Online Lead Generation
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Entrepreneurship, Graduated with Distinction
Skidmore College 1986 — 1990
BS, Finance
Anna Huang Anna Huang's Morgan Stanley Experience 2007 - 2009
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2013 - Present
Bank of America 2010 - 2011
ShoreBank 2009 - 2010
Morgan Stanley 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Due Diligence, Banking
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Management and Organizations, Finance
Princeton University 2003 — 2007
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Hathaway Brown School 1999 — 2003
L.E.K. Consulting September 2013 - Present
Bank of America 2010 - 2011
ShoreBank 2009 - 2010
Morgan Stanley 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Due Diligence, Banking
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Management and Organizations, Finance
Princeton University 2003 — 2007
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Hathaway Brown School 1999 — 2003
Brian Asby, CFA's Morgan Stanley Experience May 2004 - September 2004
Job Vice President Strategy at JHT Holdings
Industry Financial Services
Experience
JHT Holdings March 2012 - Present
Huron Consulting Group July 2010 - April 2012
Geneva Glen Capital 2012 - 2012
Huron Consulting Group January 2005 - June 2010
Morgan Stanley May 2004 - September 2004
Skills
Financial Modeling, Business Valuation, Financial Analysis, Due Diligence, Restructuring, Management Consulting, Corporate Finance, Private Equity, Hedge Funds, Capital Markets, Recapitalizations, Distressed Debt, Interim Management, Turnaround Strategy, Strategy, Operational Turnaround, Distressed M&A, Managerial Finance, Finance, Analysis, Valuation, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Analytical Finance; Finance; Management & Strategy
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
JHT Holdings March 2012 - Present
Huron Consulting Group July 2010 - April 2012
Geneva Glen Capital 2012 - 2012
Huron Consulting Group January 2005 - June 2010
Morgan Stanley May 2004 - September 2004
Skills
Financial Modeling, Business Valuation, Financial Analysis, Due Diligence, Restructuring, Management Consulting, Corporate Finance, Private Equity, Hedge Funds, Capital Markets, Recapitalizations, Distressed Debt, Interim Management, Turnaround Strategy, Strategy, Operational Turnaround, Distressed M&A, Managerial Finance, Finance, Analysis, Valuation, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Analytical Finance; Finance; Management & Strategy
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
Kevin Davies Kevin Davies's Morgan Stanley Experience July 1998 - February 2000
Job Managing Director, Head of Healthcare Investment Banking, RBC Capital Markets
Industry Medical Devices
Experience
RBC Capital Markets May 2005 - Present
Wells Fargo Securities September 2002 - May 2005
Robertson Stephens & Company February 2000 - August 2002
Morgan Stanley July 1998 - February 2000
Lehman Brothers June 1995 - July 1998
Skills
Investment Banking, Healthcare, Venture Capital, Mergers, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Corporate Development, Business Valuation, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Equity Valuation, Financial Analysis, IPO, LBO, M&A experience, Private Placements, Start-ups, DCF, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
University of Toronto 1985 — 1989
B.Com, Accounting and Finance
RBC Capital Markets May 2005 - Present
Wells Fargo Securities September 2002 - May 2005
Robertson Stephens & Company February 2000 - August 2002
Morgan Stanley July 1998 - February 2000
Lehman Brothers June 1995 - July 1998
Skills
Investment Banking, Healthcare, Venture Capital, Mergers, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Corporate Development, Business Valuation, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Equity Valuation, Financial Analysis, IPO, LBO, M&A experience, Private Placements, Start-ups, DCF, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
University of Toronto 1985 — 1989
B.Com, Accounting and Finance
Andrew Fenet Andrew Fenet's Morgan Stanley Experience January 2013 - July 2014
Job Principal at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group August 2014 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley Real Estate August 2009 - December 2012
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Vanderbilt University 1999 — 2003
Bachelor of Science, Economics
The Blackstone Group August 2014 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley Real Estate August 2009 - December 2012
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Vanderbilt University 1999 — 2003
Bachelor of Science, Economics
Seema Manek, CFA Seema Manek, CFA's Morgan Stanley Experience 2000 - 2002
Job Product Management at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management June 2012 - Present
BlackRock March 2009 - February 2012
Goldman Sachs 2003 - 2007
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance, Accounting
University of California, Berkeley 1996 — 1999
BS, Business Administration
Wells Fargo Asset Management June 2012 - Present
BlackRock March 2009 - February 2012
Goldman Sachs 2003 - 2007
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance, Accounting
University of California, Berkeley 1996 — 1999
BS, Business Administration
Reya Calistes Reya Calistes's Morgan Stanley Experience June 2001 - August 2002
Job Director, Research Project Management Services
Industry Market Research
Experience
NM Incite, a Nielsen McKinsey company November 2011 - February 2013
Marketing & Media, Purdue University July 2009 - November 2011
Information Management & Institutional Research (IMIR), IUPUI August 2005 - July 2009
Morgan Stanley June 2001 - August 2002
Morgan Stanley June 2000 - August 2000
Skills
Analytics, Customer Insight, Market Research, Social Media, Marketing Strategy, Marketing, Strategic Planning, Strategy, Online Research, Management, Social Media Measurement, Digital Marketing, Operational Efficiency, Manage Client..., Leadership, Brand Awareness, Brand Management, Business Strategy, Competitive Intelligence, Cross-functional Team..., Integrated Marketing, Data Analysis, Analysis, Marketing Research, Management Consulting, Digital Strategy, Email Marketing
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Marketing, Management & Strategy
Purdue University 2003 — 2005
MS, Industrial Engineering
Smith College 1997 — 2001
BA, Physics, Mathematics
NM Incite, a Nielsen McKinsey company November 2011 - February 2013
Marketing & Media, Purdue University July 2009 - November 2011
Information Management & Institutional Research (IMIR), IUPUI August 2005 - July 2009
Morgan Stanley June 2001 - August 2002
Morgan Stanley June 2000 - August 2000
Skills
Analytics, Customer Insight, Market Research, Social Media, Marketing Strategy, Marketing, Strategic Planning, Strategy, Online Research, Management, Social Media Measurement, Digital Marketing, Operational Efficiency, Manage Client..., Leadership, Brand Awareness, Brand Management, Business Strategy, Competitive Intelligence, Cross-functional Team..., Integrated Marketing, Data Analysis, Analysis, Marketing Research, Management Consulting, Digital Strategy, Email Marketing
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Marketing, Management & Strategy
Purdue University 2003 — 2005
MS, Industrial Engineering
Smith College 1997 — 2001
BA, Physics, Mathematics
Ozlem Akcakoca's Morgan Stanley Experience May 2004 - September 2004
Job Strategic Initiatives Manager at MillerCoors
Industry Consumer Goods
Experience
MillerCoors July 2015 - Present
AegisAdvantage LLC. February 2011 - July 2015
Microsoft June 2009 - August 2009
Duff & Phelps July 2006 - July 2008
Standard & Poor's July 2005 - June 2006
Morgan Stanley May 2004 - September 2004
Skills
Product Management, Product Marketing, Cross-functional Team..., Customer Insight, Management, Strategy, Vendor Management, Analysis, Leadership, Analytics, Consulting, Marketing, Business Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Marketing
Oberlin College 2001 — 2005
BA, Computer Science, Mathematics
MillerCoors July 2015 - Present
AegisAdvantage LLC. February 2011 - July 2015
Microsoft June 2009 - August 2009
Duff & Phelps July 2006 - July 2008
Standard & Poor's July 2005 - June 2006
Morgan Stanley May 2004 - September 2004
Skills
Product Management, Product Marketing, Cross-functional Team..., Customer Insight, Management, Strategy, Vendor Management, Analysis, Leadership, Analytics, Consulting, Marketing, Business Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Marketing
Oberlin College 2001 — 2005
BA, Computer Science, Mathematics
Brad Payne's Morgan Stanley Experience June 2010 - August 2010
Job Pricing and Yield Manager at Apple
Industry Marketing and Advertising
Experience
Apple February 2015 - Present
Cumulus Media July 2014 - February 2015
Cumulus Media January 2013 - July 2014
Training The Street June 2012 - January 2013
CHILDS Advisory Partners January 2012 - May 2012
Petsky Prunier LLC July 2011 - January 2012
Waud Capital Partners April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Insperity February 2007 - August 2009
CGI June 2004 - February 2007
Skills
MBA, IPO, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Financial Analysis, Corporate Development, Capital Markets, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Strategic Planning, Management, Mergers & Acquisitions, Finance, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA
Apple February 2015 - Present
Cumulus Media July 2014 - February 2015
Cumulus Media January 2013 - July 2014
Training The Street June 2012 - January 2013
CHILDS Advisory Partners January 2012 - May 2012
Petsky Prunier LLC July 2011 - January 2012
Waud Capital Partners April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Insperity February 2007 - August 2009
CGI June 2004 - February 2007
Skills
MBA, IPO, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Financial Analysis, Corporate Development, Capital Markets, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Strategic Planning, Management, Mergers & Acquisitions, Finance, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA
Neil Vibhakar Neil Vibhakar's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley July 2010 - December 2013
CSC Consulting - Global Health Solutions August 2005 - August 2008
BioMedical Insights December 2004 - July 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Stanford University 2000 — 2004
BA
Morgan Stanley January 2014 - Present
Morgan Stanley July 2010 - December 2013
CSC Consulting - Global Health Solutions August 2005 - August 2008
BioMedical Insights December 2004 - July 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Stanford University 2000 — 2004
BA
Chris Gouin, MBA, CFP Chris Gouin, MBA, CFP's Morgan Stanley Experience August 2000 - May 2003
Job Seasoned financial planning, reporting, program management, and business strategy leader.
Industry Management Consulting
Experience
Duke Energy Corporation August 2015 - Present
Financial Advisor May 2003 - August 2015
The DARTON GROUP November 2013 - July 2015
Duke Energy Corporation November 2013 - July 2015
General Dynamics January 2012 - September 2013
General Dynamics April 2008 - January 2012
General Dynamics February 2006 - April 2008
General Dynamics December 2004 - February 2006
General Dynamics June 2003 - June 2004
Morgan Stanley August 2000 - May 2003
Education
Norwich University
MBA, Strategic Leadership
University of Vermont
BS, Business Administration/Finance
Duke Energy Corporation August 2015 - Present
Financial Advisor May 2003 - August 2015
The DARTON GROUP November 2013 - July 2015
Duke Energy Corporation November 2013 - July 2015
General Dynamics January 2012 - September 2013
General Dynamics April 2008 - January 2012
General Dynamics February 2006 - April 2008
General Dynamics December 2004 - February 2006
General Dynamics June 2003 - June 2004
Morgan Stanley August 2000 - May 2003
Education
Norwich University
MBA, Strategic Leadership
University of Vermont
BS, Business Administration/Finance
Julie Radford Julie Radford's Morgan Stanley Experience January 2007 - December 2007
Job Transportation Representative at EnLink Midstream
Industry Oil & Energy
Experience
EnLink Midstream February 2015 - Present
EnLink Midstream August 2013 - January 2015
PVR Midstream May 2011 - July 2013
PVR Midstream January 2008 - April 2011
Morgan Stanley January 2007 - December 2007
Skills
Oil & Gas Industry, Midstream, Pipelines, Contract Management, Financial Analysis, SAP, Variance Analysis, Account Reconciliation, Sarbanes-Oxley Act, Due Diligence, Analysis, Internal Controls, Accounts Payable
Education
University of North Texas 2005 — 2007
BBA, Finance
Nova Southeastern University 2003 — 2005
EnLink Midstream February 2015 - Present
EnLink Midstream August 2013 - January 2015
PVR Midstream May 2011 - July 2013
PVR Midstream January 2008 - April 2011
Morgan Stanley January 2007 - December 2007
Skills
Oil & Gas Industry, Midstream, Pipelines, Contract Management, Financial Analysis, SAP, Variance Analysis, Account Reconciliation, Sarbanes-Oxley Act, Due Diligence, Analysis, Internal Controls, Accounts Payable
Education
University of North Texas 2005 — 2007
BBA, Finance
Nova Southeastern University 2003 — 2005
Doug Wolfe Doug Wolfe's Morgan Stanley Experience July 2006 - August 2010
Job Chief Operating Officer at People Pattern
Industry Online Media
Experience
People Pattern August 2015 - Present
Facebook July 2013 - February 2015
Facebook July 2012 - March 2014
Facebook August 2010 - January 2013
Morgan Stanley July 2006 - August 2010
Northwestern University July 2003 - June 2006
Illinois Institute of Technology July 2003 - June 2006
United States Marine Corps May 1997 - June 2006
Skills
Leadership, Cross-functional Team..., Strategy, Business Strategy, Team Building, Operations Management, Business Development, Entrepreneurship, Program Management, Strategic Planning, Cat Herding, Badminton, Mountaineering, Influence At All Levels, Water Skiing
Education
Northwestern University - Kellogg School of Management
MBA, Entrepreneurship, Finance and Strategy
Taylor University
Bachelor of Arts, Economics & Business Administration (Finance)
Grosse Pointe South High School
People Pattern August 2015 - Present
Facebook July 2013 - February 2015
Facebook July 2012 - March 2014
Facebook August 2010 - January 2013
Morgan Stanley July 2006 - August 2010
Northwestern University July 2003 - June 2006
Illinois Institute of Technology July 2003 - June 2006
United States Marine Corps May 1997 - June 2006
Skills
Leadership, Cross-functional Team..., Strategy, Business Strategy, Team Building, Operations Management, Business Development, Entrepreneurship, Program Management, Strategic Planning, Cat Herding, Badminton, Mountaineering, Influence At All Levels, Water Skiing
Education
Northwestern University - Kellogg School of Management
MBA, Entrepreneurship, Finance and Strategy
Taylor University
Bachelor of Arts, Economics & Business Administration (Finance)
Grosse Pointe South High School
Blake Allen, JD's Morgan Stanley Experience 2000 - 2006
Job Experienced Compliance Professional
Industry Financial Services
Experience
Colorado Academy 2013 - 2015
Browne Academy 2012 - 2013
Whitelake Financial, LLC 2007 - 2010
Merrill Lynch 2006 - 2007
Morgan Stanley 2000 - 2006
Skills
Strategic Planning, Leadership, Training, Team Building, Management, Business Development, Business Strategy, Securities, Leadership Development, Coaching, Fundraising, Public Relations, Event Planning, Investments, Series 7, Public Speaking, Wealth Management, New Business Development, Risk Management, Budgets, Mergers & Acquisitions, Nonprofits, Sales, Asset Managment, Strategic Financial..., Research, Crisis Management, Financial Analysis, Negotiation, Operations Management, Insurance, Teaching, Marketing, Event Management, Team Leadership, Analysis, Ski, Customer Service
Education
The University of Alabama School of Law 1996 — 1999
Juris Doctor
Norwich University 1994 — 1996
Bachelor's Degree
Colorado Academy 2013 - 2015
Browne Academy 2012 - 2013
Whitelake Financial, LLC 2007 - 2010
Merrill Lynch 2006 - 2007
Morgan Stanley 2000 - 2006
Skills
Strategic Planning, Leadership, Training, Team Building, Management, Business Development, Business Strategy, Securities, Leadership Development, Coaching, Fundraising, Public Relations, Event Planning, Investments, Series 7, Public Speaking, Wealth Management, New Business Development, Risk Management, Budgets, Mergers & Acquisitions, Nonprofits, Sales, Asset Managment, Strategic Financial..., Research, Crisis Management, Financial Analysis, Negotiation, Operations Management, Insurance, Teaching, Marketing, Event Management, Team Leadership, Analysis, Ski, Customer Service
Education
The University of Alabama School of Law 1996 — 1999
Juris Doctor
Norwich University 1994 — 1996
Bachelor's Degree
David Wieseneck, JD. David Wieseneck, JD.'s Morgan Stanley Experience May 2007 - January 2012
Job Vice President, Investments at Raymond
Industry Financial Services
Experience
Raymond James 2012 - Present
Morgan Stanley May 2007 - January 2012
UBS Wealth Management January 2000 - May 2005
Education
Nova Southeastern University 1996 — 1999
Doctor of Law (JD), Trust and Estate Law
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Raymond James 2012 - Present
Morgan Stanley May 2007 - January 2012
UBS Wealth Management January 2000 - May 2005
Education
Nova Southeastern University 1996 — 1999
Doctor of Law (JD), Trust and Estate Law
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Greg Chou's Morgan Stanley Experience 2001 - 2003
Job
Industry Entertainment
Experience
Rumble Entertainment 2014 - Present
Delofted.com December 2010 - Present
FilmEngine Entertainment 2012 - 2014
Creative Artists Agency 2009 - 2011
Sony Music 2008 - 2009
Norwest Venture Partners 2003 - 2008
Morgan Stanley 2001 - 2003
Skills
Private Equity, Corporate Development, Venture Capital, Entrepreneurship, Investment Banking, Strategy, E-commerce, Mergers
Education
Northwestern University - Kellogg School of Management
MBA
University of Pennsylvania - The Wharton School
BS
Rumble Entertainment 2014 - Present
Delofted.com December 2010 - Present
FilmEngine Entertainment 2012 - 2014
Creative Artists Agency 2009 - 2011
Sony Music 2008 - 2009
Norwest Venture Partners 2003 - 2008
Morgan Stanley 2001 - 2003
Skills
Private Equity, Corporate Development, Venture Capital, Entrepreneurship, Investment Banking, Strategy, E-commerce, Mergers
Education
Northwestern University - Kellogg School of Management
MBA
University of Pennsylvania - The Wharton School
BS
Jay Viswanathan's Morgan Stanley Experience August 2008 - March 2015
Job Trader at Aspire Commodities Ltd
Industry Financial Services
Experience
Aspire Commodities Ltd April 2015 - Present
Morgan Stanley August 2008 - March 2015
Moody's Investors Service August 2002 - April 2006
Susquehanna International Group July 2001 - August 2002
Skills
Bonds, Financial Modeling, Bloomberg, Corporate Finance, Competitive Analysis, Capital Markets, Management Consulting, Due Diligence, Private Equity, Options, Equities, Valuation
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
The University of Chicago 1997 — 2001
BA, Economics, Statistics
The London School of Economics and Political Science (LSE) 1999 — 2000
Economics
Aspire Commodities Ltd April 2015 - Present
Morgan Stanley August 2008 - March 2015
Moody's Investors Service August 2002 - April 2006
Susquehanna International Group July 2001 - August 2002
Skills
Bonds, Financial Modeling, Bloomberg, Corporate Finance, Competitive Analysis, Capital Markets, Management Consulting, Due Diligence, Private Equity, Options, Equities, Valuation
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
The University of Chicago 1997 — 2001
BA, Economics, Statistics
The London School of Economics and Political Science (LSE) 1999 — 2000
Economics
Vaughn Alliton's Morgan Stanley Experience March 2005 - December 2013
Job
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase December 2013 - April 2014
Morgan Stanley March 2005 - December 2013
Pace University January 2003 - May 2006
Merrill Lynch December 1995 - March 2005
Merrill Lynch Japan 1995 - 1997
World Omni Financial Corp. 1989 - 1992
Skills
Regulatory Exam..., Risk Management, Process Engineering, Project Portfolio..., Software Project..., PMO, Financial Management, Personnel Management, Cross-functional Team..., Project Management, Managerial Finance, Business Analysis, Financial Risk, Business Continuity, Business Strategy, Derivatives, Governance, IT Strategy, Analysis, Program Management, Strategy, SDLC, MS Project, Management, Business Process..., Six Sigma, Leadership, Banking, Software Development, Financial Services, Information Technology, Vendor Management, Outsourcing, Fixed Income, IT Management, Investment Banking, Portfolio Management, Trading Systems, Capital Markets
Education
Pace University 2001 — 2009
DPS
Nova Southeastern University 1989 — 1992
MBA
University of Michigan 1984 — 1988
BA
JPMorgan Chase May 2014 - Present
JPMorgan Chase December 2013 - April 2014
Morgan Stanley March 2005 - December 2013
Pace University January 2003 - May 2006
Merrill Lynch December 1995 - March 2005
Merrill Lynch Japan 1995 - 1997
World Omni Financial Corp. 1989 - 1992
Skills
Regulatory Exam..., Risk Management, Process Engineering, Project Portfolio..., Software Project..., PMO, Financial Management, Personnel Management, Cross-functional Team..., Project Management, Managerial Finance, Business Analysis, Financial Risk, Business Continuity, Business Strategy, Derivatives, Governance, IT Strategy, Analysis, Program Management, Strategy, SDLC, MS Project, Management, Business Process..., Six Sigma, Leadership, Banking, Software Development, Financial Services, Information Technology, Vendor Management, Outsourcing, Fixed Income, IT Management, Investment Banking, Portfolio Management, Trading Systems, Capital Markets
Education
Pace University 2001 — 2009
DPS
Nova Southeastern University 1989 — 1992
MBA
University of Michigan 1984 — 1988
BA
Reema Shah's Morgan Stanley Experience 1996 - 1998
Job Advisor at Stealth Mode Startup
Industry Education Management
Experience
Center for Social Sector Leadership, University of California Berkeley Haas School of Business 2015 - Present
Stealth Mode Startup 2015 - Present
DropThought 2014 - Present
Tynker September 2013 - January 2015
All Kids Lane (Foundze) 2010 - 2013
JWS Technology Funds 2000 - 2010
Donaldson Lufkin Jenrette (acquired by Credit Suisse)– 2000 - 2000
Morgan Stanley 1996 - 1998
Stern Stewart & Co. 1994 - 1996
Skills
Corporate Development, Product Management, Start-ups, Equity Research, Venture Capital, Competitive Analysis, Strategic Partnerships, Analytics, Business Strategy, Strategy, Business Alliances, Entrepreneurship, Market Research, Business Development, Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
University of Pennsylvania 1990 — 1994
Center for Social Sector Leadership, University of California Berkeley Haas School of Business 2015 - Present
Stealth Mode Startup 2015 - Present
DropThought 2014 - Present
Tynker September 2013 - January 2015
All Kids Lane (Foundze) 2010 - 2013
JWS Technology Funds 2000 - 2010
Donaldson Lufkin Jenrette (acquired by Credit Suisse)– 2000 - 2000
Morgan Stanley 1996 - 1998
Stern Stewart & Co. 1994 - 1996
Skills
Corporate Development, Product Management, Start-ups, Equity Research, Venture Capital, Competitive Analysis, Strategic Partnerships, Analytics, Business Strategy, Strategy, Business Alliances, Entrepreneurship, Market Research, Business Development, Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
University of Pennsylvania 1990 — 1994
Jefferson Rives Jr's Morgan Stanley Experience 2011 - 2015
Job Vice President, Healthcare Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Nic Eliason's Morgan Stanley Experience June 2007 - February 2010
Job Vice President, Payor Contracting at DaVita
Industry Hospital & Health Care
Experience
DaVita March 2013 - Present
DaVita February 2010 - February 2013
Morgan Stanley June 2007 - February 2010
The Applied Finance Group May 2002 - July 2005
Arthur Andersen August 2000 - May 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance, Accounting, Management & Strategy
University of Notre Dame 1997 — 2000
Bachelor of Business Administration, Finance
Rockhurst High School 1992 — 1996
DaVita March 2013 - Present
DaVita February 2010 - February 2013
Morgan Stanley June 2007 - February 2010
The Applied Finance Group May 2002 - July 2005
Arthur Andersen August 2000 - May 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance, Accounting, Management & Strategy
University of Notre Dame 1997 — 2000
Bachelor of Business Administration, Finance
Rockhurst High School 1992 — 1996
Tom Moore, CFA's Morgan Stanley Experience February 1994 - July 1999
Job CFO, Head of Management Services Division
Industry Government Administration
Experience
Baltimore Police Department September 2013 - July 2015
Independent Financial Services Industry Consultant July 2012 - September 2013
Southwest Securities March 2010 - June 2012
Morgan Stanley Investment Management July 1999 - February 2008
Morgan Stanley February 1994 - July 1999
Rodman & Renshaw January 1990 - February 1994
DLJ July 1986 - October 1988
Claremont Economics Institute January 1983 - September 1984
Skills
Fixed Income, Equities, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Bonds, Trading, Securities, MBS, Credit, Business Development, Alternative Investments, Forecasting, Series 7, Endowment Investing &..., Due Diligence, Valuation, Analysis, ETFs, Series 24, Series 63, Private Placements, Funding, Investment Management, Bloomberg, Financial Modeling, Economics, Options, Structured Products, Mutual Funds, Hedge Funds, Financial Services, Institutional..., Investment Banking, Derivatives, FINRA, Equity Trading, Financial Markets, Emerging Markets, Capital Markets, Investment Advisory, Hedging, Asset Management, Equity Research, Private Equity, Structured Finance, Wealth Management, Separately Managed..., Electronic Trading
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Marketing
Pitzer College 1978 — 1982
BA, Economics
JMHS
Baltimore Police Department September 2013 - July 2015
Independent Financial Services Industry Consultant July 2012 - September 2013
Southwest Securities March 2010 - June 2012
Morgan Stanley Investment Management July 1999 - February 2008
Morgan Stanley February 1994 - July 1999
Rodman & Renshaw January 1990 - February 1994
DLJ July 1986 - October 1988
Claremont Economics Institute January 1983 - September 1984
Skills
Fixed Income, Equities, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Bonds, Trading, Securities, MBS, Credit, Business Development, Alternative Investments, Forecasting, Series 7, Endowment Investing &..., Due Diligence, Valuation, Analysis, ETFs, Series 24, Series 63, Private Placements, Funding, Investment Management, Bloomberg, Financial Modeling, Economics, Options, Structured Products, Mutual Funds, Hedge Funds, Financial Services, Institutional..., Investment Banking, Derivatives, FINRA, Equity Trading, Financial Markets, Emerging Markets, Capital Markets, Investment Advisory, Hedging, Asset Management, Equity Research, Private Equity, Structured Finance, Wealth Management, Separately Managed..., Electronic Trading
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Marketing
Pitzer College 1978 — 1982
BA, Economics
JMHS
Paul Power, CIMA®'s Morgan Stanley Experience 1987 - 1990
Job Director of Sales and Distribution at Equity Investment Corporation
Industry Financial Services
Experience
Equity Investment Corporation 2013 - Present
Invesco 2008 - 2013
Invesco 2005 - 2007
Invesco 2001 - 2005
INVESCO 1996 - 2001
Munder Capital Management 1991 - 1996
Morgan Stanley 1987 - 1990
Skills
Sales Management, Alternative Investments, Separately Managed..., Hedge Funds, Closed-end Funds, Asset Allocation, Business Development, Offshore Management, Fixed Income, Relationship Management, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Marketing, Class Honors
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, with High Distinction
Equity Investment Corporation 2013 - Present
Invesco 2008 - 2013
Invesco 2005 - 2007
Invesco 2001 - 2005
INVESCO 1996 - 2001
Munder Capital Management 1991 - 1996
Morgan Stanley 1987 - 1990
Skills
Sales Management, Alternative Investments, Separately Managed..., Hedge Funds, Closed-end Funds, Asset Allocation, Business Development, Offshore Management, Fixed Income, Relationship Management, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Marketing, Class Honors
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, with High Distinction
Pierre Horvilleur's Morgan Stanley Experience August 2001 - May 2005
Job Vice President Frontier Markets at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management May 2013 - Present
William Blair and Company January 2011 - May 2013
ING Financial Markets LLC May 2005 - May 2008
Morgan Stanley August 2001 - May 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelors, Finance & Marketing
Morgan Stanley Investment Management May 2013 - Present
William Blair and Company January 2011 - May 2013
ING Financial Markets LLC May 2005 - May 2008
Morgan Stanley August 2001 - May 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelors, Finance & Marketing
Bryan Jennings's Morgan Stanley Experience 1993 - 2013
Job Chief Executive Officer at Vista Capital Advisors
Industry Financial Services
Experience
Vista Capital Advisors 2014 - Present
Morgan Stanley 1993 - 2013
Goldman Sachs 1989 - 1991
Skills
Credit Risk Management, Capital Markets..., Capital Markets, Investment Grade..., High Yield, Lending Portfolio, Equities, Liability Management, Capital Structure, Money Management, Capital Raising, Investment Banking, Derivatives, Bloomberg, Corporate Finance, Fixed Income, Risk Management, Credit Risk, Hedge Funds, Equity Derivatives, ALM, Valuation, IPO, Securities, Alternative Investments, Private Equity, Portfolio Management, Due Diligence, Financial Structuring, Investments, Investment Strategies, Credit Derivatives, Financial Modeling, Leveraged Finance, Emerging Markets, Equity Valuation, Equity Capital Markets, Structured Finance, Structured Products, Equity Research, Asset Management, Bonds, Venture Capital, Corporate Development, M&A experience, Financial Markets, Mergers & Acquisitions
Education
New Canaan High School
Williams College 1985 — 1989
BA, Political Economy
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Accounting
Vista Capital Advisors 2014 - Present
Morgan Stanley 1993 - 2013
Goldman Sachs 1989 - 1991
Skills
Credit Risk Management, Capital Markets..., Capital Markets, Investment Grade..., High Yield, Lending Portfolio, Equities, Liability Management, Capital Structure, Money Management, Capital Raising, Investment Banking, Derivatives, Bloomberg, Corporate Finance, Fixed Income, Risk Management, Credit Risk, Hedge Funds, Equity Derivatives, ALM, Valuation, IPO, Securities, Alternative Investments, Private Equity, Portfolio Management, Due Diligence, Financial Structuring, Investments, Investment Strategies, Credit Derivatives, Financial Modeling, Leveraged Finance, Emerging Markets, Equity Valuation, Equity Capital Markets, Structured Finance, Structured Products, Equity Research, Asset Management, Bonds, Venture Capital, Corporate Development, M&A experience, Financial Markets, Mergers & Acquisitions
Education
New Canaan High School
Williams College 1985 — 1989
BA, Political Economy
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Accounting
Edward Mahon's Morgan Stanley Experience 2000 - 2002
Job Engagement Manager at Montgomery Coscia Greilich LLP
Industry Management Consulting
Experience
Montgomery Coscia Greilich LLP April 2014 - Present
EJM Advisors, LLC January 2012 - March 2014
McKinsey & Company September 2008 - December 2011
Atlas Capital 2005 - 2006
North Advisors 2004 - 2005
Dresdner Klienwort Wasserstein 2003 - 2004
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management
MBA
The University of Texas at Austin
BA, Economics / History
Montgomery Coscia Greilich LLP April 2014 - Present
EJM Advisors, LLC January 2012 - March 2014
McKinsey & Company September 2008 - December 2011
Atlas Capital 2005 - 2006
North Advisors 2004 - 2005
Dresdner Klienwort Wasserstein 2003 - 2004
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management
MBA
The University of Texas at Austin
BA, Economics / History
Clifton Chang's Morgan Stanley Experience August 2007 - May 2008
Job Senior Risk Management Executive
Industry Capital Markets
Experience
MUFG Union Bank 2010 - Present
BP Products North America Inc. 2008 - 2010
Morgan Stanley August 2007 - May 2008
Quarry Point Partners, LLC January 2005 - June 2007
JP Morgan July 2001 - December 2004
Banc One Capital Markets, Inc. November 1996 - June 2001
CIBC Oppenheimer February 1996 - November 1996
Skills
Bonds, Credit Derivatives, Hedge Funds, Portfolio Management, Trading, Credit Risk, Fixed Income, Risk, Credit, Hedging, Alternative Investments, Loans, Leveraged Finance, Capital Markets, Derivatives, Debt, Credit Analysis, Risk Management, Asset Management, Valuation, Asset Allocation, Commodities, Investments, Trade Finance, Restructuring, Securities, Commodity, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance and Economics
University of Pennsylvania 1977 — 1981
BA, International Relations and International Economics
MUFG Union Bank 2010 - Present
BP Products North America Inc. 2008 - 2010
Morgan Stanley August 2007 - May 2008
Quarry Point Partners, LLC January 2005 - June 2007
JP Morgan July 2001 - December 2004
Banc One Capital Markets, Inc. November 1996 - June 2001
CIBC Oppenheimer February 1996 - November 1996
Skills
Bonds, Credit Derivatives, Hedge Funds, Portfolio Management, Trading, Credit Risk, Fixed Income, Risk, Credit, Hedging, Alternative Investments, Loans, Leveraged Finance, Capital Markets, Derivatives, Debt, Credit Analysis, Risk Management, Asset Management, Valuation, Asset Allocation, Commodities, Investments, Trade Finance, Restructuring, Securities, Commodity, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance and Economics
University of Pennsylvania 1977 — 1981
BA, International Relations and International Economics
Varun Jain's Morgan Stanley Experience June 2007 - May 2008
Job Consultant at the Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group September 2014 - Present
Pace Harmon August 2009 - May 2013
Secure Print Solutions June 2008 - August 2008
Morgan Stanley June 2007 - May 2008
Skills
Financial Modeling, Business Strategy, Financial Analysis, Management Consulting, Program Management, Strategy, Cross-functional Team..., Management
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance, Management
The Parthenon Group September 2014 - Present
Pace Harmon August 2009 - May 2013
Secure Print Solutions June 2008 - August 2008
Morgan Stanley June 2007 - May 2008
Skills
Financial Modeling, Business Strategy, Financial Analysis, Management Consulting, Program Management, Strategy, Cross-functional Team..., Management
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance, Management
Jeff Vergamini's Morgan Stanley Experience December 2008 - Present
Job Executive Director, Mergers & Acquisitions at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2008 - Present
Morgan Stanley April 2006 - December 2008
Skills
Financial Modeling, Acquisition Integration, Valuation, Corporate Finance, Mergers, Investment Banking, Corporate Development, Mergers & Acquisitions, Acquisitions, Strategic Planning, Private Equity
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Morgan Stanley December 2008 - Present
Morgan Stanley April 2006 - December 2008
Skills
Financial Modeling, Acquisition Integration, Valuation, Corporate Finance, Mergers, Investment Banking, Corporate Development, Mergers & Acquisitions, Acquisitions, Strategic Planning, Private Equity
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Nathaniel Korn's Morgan Stanley Experience March 2007 - December 2007
Job Investor
Industry Investment Management
Experience
IMAIM CAPITAL LLC July 2010 - Present
Assent LLC February 2008 - March 2010
Morgan Stanley March 2007 - December 2007
Horwath Consulting June 2006 - December 2006
Skills
Valuation, Investment Management, Fairness Opinions, Project Analysis, International Finance, Asset Managment, Spanish, Securities, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Capital Markets, Equities, Due Diligence, Investment Banking, Private Equity, Mergers
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
IMAIM CAPITAL LLC July 2010 - Present
Assent LLC February 2008 - March 2010
Morgan Stanley March 2007 - December 2007
Horwath Consulting June 2006 - December 2006
Skills
Valuation, Investment Management, Fairness Opinions, Project Analysis, International Finance, Asset Managment, Spanish, Securities, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Capital Markets, Equities, Due Diligence, Investment Banking, Private Equity, Mergers
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Vicki Sinar's Morgan Stanley Experience September 1987 - April 1999
Job Financial Services Professional
Industry Financial Services
Experience
U. S. Trust August 2011 - Present
The Northern Trust May 2008 - August 2011
Morgan Stanley September 1987 - April 1999
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Masters of Business Administration, Finance, Marketing
University of Michigan 1980 — 1984
BA, Political Science
U. S. Trust August 2011 - Present
The Northern Trust May 2008 - August 2011
Morgan Stanley September 1987 - April 1999
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Masters of Business Administration, Finance, Marketing
University of Michigan 1980 — 1984
BA, Political Science
Benjamin Nummy's Morgan Stanley Experience November 1997 - September 2007
Job Managing Director at Ameritus, LLC
Industry Real Estate
Experience
Ameritus, LLC June 2013 - Present
Equibase Capital Group, LLC September 2007 - February 2013
Morgan Stanley November 1997 - September 2007
MassMutual Life Insurance Co. June 1991 - October 1997
Skills
Management, Investment Banking, Alternative Investments, Acquisitions, Loans, Underwriting, Property Management, Finance, Loan Origination, Commercial Mortgages, Corporate Finance, Series 7, Credit, Mortgage Lending, Risk Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, General
Syracuse University 1987 — 1991
BS, Marketing
Ameritus, LLC June 2013 - Present
Equibase Capital Group, LLC September 2007 - February 2013
Morgan Stanley November 1997 - September 2007
MassMutual Life Insurance Co. June 1991 - October 1997
Skills
Management, Investment Banking, Alternative Investments, Acquisitions, Loans, Underwriting, Property Management, Finance, Loan Origination, Commercial Mortgages, Corporate Finance, Series 7, Credit, Mortgage Lending, Risk Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, General
Syracuse University 1987 — 1991
BS, Marketing
Jonathan Cherner's Morgan Stanley Experience September 1987 - September 1990
Job Owner, Cherner Automotive Group
Industry Financial Services
Experience
Caliber Collision Centers January 2015 - Present
Cherner Automotive Group/Rapid Advance, LLC 1991 - Present
Rapid Advance January 2010 - August 2013
Morgan Stanley September 1987 - September 1990
Skills
Business Development, Entrepreneurship, Finance, Management, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Start-ups, Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
BS, Finance/Marketing
Caliber Collision Centers January 2015 - Present
Cherner Automotive Group/Rapid Advance, LLC 1991 - Present
Rapid Advance January 2010 - August 2013
Morgan Stanley September 1987 - September 1990
Skills
Business Development, Entrepreneurship, Finance, Management, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Start-ups, Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
BS, Finance/Marketing
John Montgomery's Morgan Stanley Experience 1994 - 1998
Job Portfolio Strategist at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management Managing Director - EquitiesLehman Brothers2001 - 2006
JP Morgan 1998 - 2001
Morgan Stanley 1994 - 1998
Procter & Gamble 1987 - 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance, Accounting
Trinity College-Hartford 1983 — 1987
BA, Economics
Westfield Capital Management Managing Director - EquitiesLehman Brothers2001 - 2006
JP Morgan 1998 - 2001
Morgan Stanley 1994 - 1998
Procter & Gamble 1987 - 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance, Accounting
Trinity College-Hartford 1983 — 1987
BA, Economics
Jeff Kelly's Morgan Stanley Experience January 2003 - July 2006
Job Principal at Veritas Capital
Industry Venture Capital & Private Equity
Experience
Veritas Capital May 2008 - Present
Goldman Sachs July 2006 - February 2008
Morgan Stanley January 2003 - July 2006
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Washington University in St. Louis 1992 — 1996
BS, Finance
Veritas Capital May 2008 - Present
Goldman Sachs July 2006 - February 2008
Morgan Stanley January 2003 - July 2006
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Washington University in St. Louis 1992 — 1996
BS, Finance
Bill Morgan, CAIA's Morgan Stanley Experience August 2000 - February 2007
Job Executive Director Consultant Relations at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2013 - Present
UBS Global Asset Management June 2009 - April 2013
UBS Global Asset Management February 2007 - June 2009
Morgan Stanley August 2000 - February 2007
Skills
Alternative Investments, Hedge Funds, Institutional Investors, Asset Allocation, Series 7, Equities, Series 63, Mutual Funds, Asset Managment, Portfolio Management, Investments, Financial Markets, Securities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Marketing
UBS Global Asset Management April 2013 - Present
UBS Global Asset Management June 2009 - April 2013
UBS Global Asset Management February 2007 - June 2009
Morgan Stanley August 2000 - February 2007
Skills
Alternative Investments, Hedge Funds, Institutional Investors, Asset Allocation, Series 7, Equities, Series 63, Mutual Funds, Asset Managment, Portfolio Management, Investments, Financial Markets, Securities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Marketing
Monica Logani, CFA's Morgan Stanley Experience June 1991 - June 1993
Job Angel Investor/ Strategic and Financial Advisor
Industry Internet
Experience
37 Angels February 2015 - Present
AdviceCoach May 2014 - December 2014
LiveNetwrk May 2012 - August 2013
The Ayllu Initiative November 2009 - May 2011
Foresight Research/ Wall Street Access February 2004 - January 2008
Federated Investors January 2000 - April 2002
Lehman Brothers September 1996 - January 2000
Lehman Brothers September 1994 - August 1996
Morgan Stanley June 1991 - June 1993
Skills
Investment Research, Start-ups, Strategy, Due Diligence, Valuation, Competitive Analysis, Angel Investing, Investor Presentations, Corporate Finance, Finance, Market Research, Analysis, IPO, Marketing, Financial Advisory, Social Enterprise, Financial Modeling, Investments, Equities
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance and Strategy
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelors of Science, Finance
37 Angels February 2015 - Present
AdviceCoach May 2014 - December 2014
LiveNetwrk May 2012 - August 2013
The Ayllu Initiative November 2009 - May 2011
Foresight Research/ Wall Street Access February 2004 - January 2008
Federated Investors January 2000 - April 2002
Lehman Brothers September 1996 - January 2000
Lehman Brothers September 1994 - August 1996
Morgan Stanley June 1991 - June 1993
Skills
Investment Research, Start-ups, Strategy, Due Diligence, Valuation, Competitive Analysis, Angel Investing, Investor Presentations, Corporate Finance, Finance, Market Research, Analysis, IPO, Marketing, Financial Advisory, Social Enterprise, Financial Modeling, Investments, Equities
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance and Strategy
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelors of Science, Finance
Fl Kirby's Morgan Stanley Experience April 2000 - Present
Job Financial Advisor since 1971 at EF Hutton, Rodman & Renshaw, Schroeder, Morgan Stanley
Industry Financial Services
Experience
morgan stanley April 2000 - Present
EF Hutton, Rodman & Renshaw, Schroeder, Morgan Stanley January 1971 - Present
Skills
Derivatives, Options, Trading, Equities, Alternative Investments, Strategic Planning, Qualified Retirement..., Negotiation, Asset Managment, Investments, Portfolio Management, Estate Planning
Education
Flight School in Army 1967 — 1967
Helicopter Wings
Norwich University 1962 — 1966
Bachelor of Arts (B.A.), Economics
morgan stanley April 2000 - Present
EF Hutton, Rodman & Renshaw, Schroeder, Morgan Stanley January 1971 - Present
Skills
Derivatives, Options, Trading, Equities, Alternative Investments, Strategic Planning, Qualified Retirement..., Negotiation, Asset Managment, Investments, Portfolio Management, Estate Planning
Education
Flight School in Army 1967 — 1967
Helicopter Wings
Norwich University 1962 — 1966
Bachelor of Arts (B.A.), Economics
Jennifer Gauthier's Morgan Stanley Experience September 2009 - Present
Job Administrative Assistant on Commodities Trading Floor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2009 - Present
Luxmac 2006 - 2009
Skills
Strong attention to..., Positive team player..., Can work in a..., Demonstrate..., Excellent judgment and...
Education
Norwalk Community College
Morgan Stanley September 2009 - Present
Luxmac 2006 - 2009
Skills
Strong attention to..., Positive team player..., Can work in a..., Demonstrate..., Excellent judgment and...
Education
Norwalk Community College
James Bilicki's Morgan Stanley Experience June 2004 - February 2006
Job User Acceptance Tester at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2010 - Present
Computershare December 2008 - April 2010
Pine Ridge Manufactured Housing Community March 2006 - August 2008
Morgan Stanley June 2004 - February 2006
Skills
Financial Services, Credit, Capital Markets, Finance, Financial Modeling, Equities, Financial Markets, Treasury Management, Investment Banking, Alternative Investments, Treasury, Corporate Finance, Portfolio Management, Asset Managment, Financial Analysis, Securities, Hedge Funds, Options, Cash Management, Fixed Income, Asset Management
Education
Northwood University 2000 — 2004
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
JPMorgan Chase April 2010 - Present
Computershare December 2008 - April 2010
Pine Ridge Manufactured Housing Community March 2006 - August 2008
Morgan Stanley June 2004 - February 2006
Skills
Financial Services, Credit, Capital Markets, Finance, Financial Modeling, Equities, Financial Markets, Treasury Management, Investment Banking, Alternative Investments, Treasury, Corporate Finance, Portfolio Management, Asset Managment, Financial Analysis, Securities, Hedge Funds, Options, Cash Management, Fixed Income, Asset Management
Education
Northwood University 2000 — 2004
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Alesandra Almeyda's Morgan Stanley Experience April 2015 - Present
Job Relationship Management Sr. Associate at RBC
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
RBC May 2014 - March 2015
Citi / Private Bank LATAM July 2011 - May 2014
HSBC Bank USA August 2008 - July 2011
Protection One December 2007 - July 2008
Circuit City April 2006 - November 2007
Best Buy November 2004 - March 2006
Skills
Account Management, Sales, Sales Management, New Business Development, Cold Calling, Customer Service, Sales Operations, B2B, Business Development, Customer Retention, Team Building, Negotiation, Microsoft Excel
Education
Nova Southeastern University 2008 — 2010
BA, Business Management
Morgan Stanley April 2015 - Present
RBC May 2014 - March 2015
Citi / Private Bank LATAM July 2011 - May 2014
HSBC Bank USA August 2008 - July 2011
Protection One December 2007 - July 2008
Circuit City April 2006 - November 2007
Best Buy November 2004 - March 2006
Skills
Account Management, Sales, Sales Management, New Business Development, Cold Calling, Customer Service, Sales Operations, B2B, Business Development, Customer Retention, Team Building, Negotiation, Microsoft Excel
Education
Nova Southeastern University 2008 — 2010
BA, Business Management
Robert Weaver's Morgan Stanley Experience August 1991 - September 2011
Job Partner
Industry Investment Management
Experience
Advent International August 2015 - Present
TPG Capital December 2011 - July 2015
Morgan Stanley August 1991 - September 2011
Education
Kellogg School of Management 1989 — 1991
MBA
St. Lawrence University 1981 — 1985
BA
Advent International August 2015 - Present
TPG Capital December 2011 - July 2015
Morgan Stanley August 1991 - September 2011
Education
Kellogg School of Management 1989 — 1991
MBA
St. Lawrence University 1981 — 1985
BA
Jose Villanueva's Morgan Stanley Experience 2010 - 2014
Job Senior Credit Manager at Noble Group
Industry Investment Management
Experience
Noble Group 2014 - Present
Morgan Stanley 2010 - 2014
Fitch Ratings 2008 - 2010
JPMorgan 2000 - 2008
The Central Bank of Mexico 1995 - 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance and Accounting
Noble Group 2014 - Present
Morgan Stanley 2010 - 2014
Fitch Ratings 2008 - 2010
JPMorgan 2000 - 2008
The Central Bank of Mexico 1995 - 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance and Accounting
Kenneth Alan Gass's Morgan Stanley Experience May 1999 - November 2002
Job Vice President at Wunderlich Securities. Inc.
Industry Financial Services
Experience
Wunderlich Securities, Inc. March 2009 - Present
Smith Barney September 2003 - February 2009
Quick & Reilly November 2002 - September 2004
Morgan Stanley May 1999 - November 2002
ACI-Carron October 1997 - May 1999
Education
Northwestern University - Kellogg School of Management 1986 — 1991
MBA, Marketing & Accounting
University of Wisconsin-Madison 1969 — 1972
BA, Political Science
Wunderlich Securities, Inc. March 2009 - Present
Smith Barney September 2003 - February 2009
Quick & Reilly November 2002 - September 2004
Morgan Stanley May 1999 - November 2002
ACI-Carron October 1997 - May 1999
Education
Northwestern University - Kellogg School of Management 1986 — 1991
MBA, Marketing & Accounting
University of Wisconsin-Madison 1969 — 1972
BA, Political Science
Brad Wynn's Morgan Stanley Experience 2004 - March 2012
Job Senior Client Relationship Manager at Legal & General Investment Management America (LGIMA)
Industry Investment Management
Experience
Legal & General Investment Management America (LGIMA) April 2013 - Present
Chicago area September 2012 - March 2013
Morgan Stanley 2004 - March 2012
TD Securities 2001 - 2004
Goldman Sachs 2000 - 2001
Bear Stearns 1994 - 2000
Goldman Sachs 1988 - 1994
Lehman Brothers 1984 - 1987
Skills
Structured Products, Credit Derivatives, Capital Markets, Fixed Income, Derivatives, Structured Finance, Equities, Hedge Funds, Bonds, Finance, Securitization, Alternative Investments, Financial Services, Investments, Investment Banking, Asset Management, Strategy, Options, Financial Structuring, Portfolio Management, Investment Management, Credit, Banking, Bloomberg, MBS, Series 7, Securities, Asset Allocation, Financial Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1988
Master of Business Administration (MBA), Finance, Marketing, Organizational Behavior
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
Legal & General Investment Management America (LGIMA) April 2013 - Present
Chicago area September 2012 - March 2013
Morgan Stanley 2004 - March 2012
TD Securities 2001 - 2004
Goldman Sachs 2000 - 2001
Bear Stearns 1994 - 2000
Goldman Sachs 1988 - 1994
Lehman Brothers 1984 - 1987
Skills
Structured Products, Credit Derivatives, Capital Markets, Fixed Income, Derivatives, Structured Finance, Equities, Hedge Funds, Bonds, Finance, Securitization, Alternative Investments, Financial Services, Investments, Investment Banking, Asset Management, Strategy, Options, Financial Structuring, Portfolio Management, Investment Management, Credit, Banking, Bloomberg, MBS, Series 7, Securities, Asset Allocation, Financial Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1988
Master of Business Administration (MBA), Finance, Marketing, Organizational Behavior
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
Jon Mo's Morgan Stanley Experience January 2005 - December 2014
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America December 2014 - Present
Morgan Stanley January 2005 - December 2014
Education
University of Birmingham 1998 — 1999
MSc, International Money and Finance
The Nottingham Trent University
Bachelor's degree, Economics
Bank of America December 2014 - Present
Morgan Stanley January 2005 - December 2014
Education
University of Birmingham 1998 — 1999
MSc, International Money and Finance
The Nottingham Trent University
Bachelor's degree, Economics
Charles Grant, CFA's Morgan Stanley Experience 1995 - 1999
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2011 - Present
Grant Investment Management January 2005 - April 2011
Van Kampen Investments April 1999 - November 2004
Morgan Stanley 1995 - 1999
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance and Accounting
University of Dayton 1990 — 1994
BA, Economics
Fenwick High School 1986 — 1990
CFA Institute
CFA
Northern Trust August 2011 - Present
Grant Investment Management January 2005 - April 2011
Van Kampen Investments April 1999 - November 2004
Morgan Stanley 1995 - 1999
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance and Accounting
University of Dayton 1990 — 1994
BA, Economics
Fenwick High School 1986 — 1990
CFA Institute
CFA
Oleh Dutkewych's Morgan Stanley Experience 2007 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Smith Barney 2001 - 2007
Merrill Lynch 1993 - 2001
Education
Norwich University 1985 — 1989
Morgan Stanley 2007 - Present
Smith Barney 2001 - 2007
Merrill Lynch 1993 - 2001
Education
Norwich University 1985 — 1989
Kelly McPhilliamy's Morgan Stanley Experience 1999 - 2002
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2003 - Present
Morgan Stanley 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
Wells Fargo Securities 2003 - Present
Morgan Stanley 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
Mona Jabbour's Morgan Stanley Experience April 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Federal Deposit Insurance Corporation (FDIC) 2013 - 2015
Export-Import Bank of the United States 2011 - 2013
The White House 2009 - 2010
Hogan Lovells 2005 - 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Research, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Leadership
Education
Northwestern University School of Law 2002 — 2005
Juris Doctor (J.D.)
University of Virginia 1996 — 2000
Bachelor’s Degree, History
Morgan Stanley April 2015 - Present
Federal Deposit Insurance Corporation (FDIC) 2013 - 2015
Export-Import Bank of the United States 2011 - 2013
The White House 2009 - 2010
Hogan Lovells 2005 - 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Research, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Leadership
Education
Northwestern University School of Law 2002 — 2005
Juris Doctor (J.D.)
University of Virginia 1996 — 2000
Bachelor’s Degree, History
Aline Saghatelian's Morgan Stanley Experience August 2011 - March 2012
Job Tax and Assurance Business Team Assistant at PricewaterhouseCoopers Limited
Industry Financial Services
Experience
Capital Group September 2012 - October 2013
CM Capital April 2012 - August 2012
Morgan Stanley August 2011 - March 2012
Thomson Reuters June 2006 - August 2009
Citigroup 2004 - 2006
Education
Notre Dame de Namur University 2001 — 2004
MBA, Finance
San Francisco State University
Capital Group September 2012 - October 2013
CM Capital April 2012 - August 2012
Morgan Stanley August 2011 - March 2012
Thomson Reuters June 2006 - August 2009
Citigroup 2004 - 2006
Education
Notre Dame de Namur University 2001 — 2004
MBA, Finance
San Francisco State University
Justin DuPere's Morgan Stanley Experience 2003 - 2005
Job Principal at Waud Capital Partners
Industry Financial Services
Experience
Waud Capital Partners August 2013 - Present
GTCR LLC July 2010 - June 2013
GTCR LLC February 2005 - June 2008
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Finance, Mergers, Capital Markets, Venture Capital, Corporate Development, Valuation, LBO, Equities, Hedge Funds, Equity Research, Leveraged Finance, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Pennsylvania - The Wharton School 1999 — 2003
B.S., Economics
Waud Capital Partners August 2013 - Present
GTCR LLC July 2010 - June 2013
GTCR LLC February 2005 - June 2008
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Finance, Mergers, Capital Markets, Venture Capital, Corporate Development, Valuation, LBO, Equities, Hedge Funds, Equity Research, Leveraged Finance, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Pennsylvania - The Wharton School 1999 — 2003
B.S., Economics
Peter Alonso's Morgan Stanley Experience 2008 - 2010
Job Associate at Anchor Bolt Capital
Industry Investment Management
Experience
Anchor Bolt Capital, LP July 2014 - Present
Winona Capital Management 2010 - 2013
Morgan Stanley 2008 - 2010
Thoma Bravo May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accountancy
Anchor Bolt Capital, LP July 2014 - Present
Winona Capital Management 2010 - 2013
Morgan Stanley 2008 - 2010
Thoma Bravo May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accountancy
Scott Brewer's Morgan Stanley Experience 1996 - 2002
Job Corporate Strategy & Development Director at Huntington National Bank
Industry Banking
Experience
Huntington National Bank July 2010 - Present
Stifel Nicolaus February 2009 - July 2010
KeyBanc Capital Markets January 2002 - February 2009
Morgan Stanley 1996 - 2002
Skills
Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Valuation, Banking, Strategic Planning, Due Diligence, Business Strategy, Joint Ventures, Insurance, Budgeting, Financial Reporting, Capital Markets, Forecasting, Product Development, Investment Banking, Negotiation, Analysis, Investments, Investor Relations, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Intn'l Finance, Marketing
The Ohio State University
BSBA, Finance & Accounting
Huntington National Bank July 2010 - Present
Stifel Nicolaus February 2009 - July 2010
KeyBanc Capital Markets January 2002 - February 2009
Morgan Stanley 1996 - 2002
Skills
Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Valuation, Banking, Strategic Planning, Due Diligence, Business Strategy, Joint Ventures, Insurance, Budgeting, Financial Reporting, Capital Markets, Forecasting, Product Development, Investment Banking, Negotiation, Analysis, Investments, Investor Relations, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Intn'l Finance, Marketing
The Ohio State University
BSBA, Finance & Accounting
Leslie Cervenka's Morgan Stanley Experience May 2007 - August 2007
Job MBA
Industry Hospitality
Experience
Jamie Hollander Gourmet Foods & Catering September 2015 - Present
Juno Search Partners February 2013 - August 2015
Inn at Lambertville Station April 2011 - November 2012
Inn at Lambertville Station August 2010 - April 2011
Inn at Lambertville Station December 2009 - August 2010
Inn at Lambertville Station June 2009 - December 2009
Comcast-Spectacor May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Event Planning, Customer Service, Microsoft Office, Sales, Marketing, Event Management, Social Media Marketing, Marketing Communications, Public Relations, Public Speaking, Microsoft Excel, PowerPoint, Advertising, Recruiting, Sourcing, Staffing Services
Education
Norwich University 2011 — 2012
MBA, Project Management
Wesley College 2005 — 2009
B.S., Business
Pennsbury High School
Jamie Hollander Gourmet Foods & Catering September 2015 - Present
Juno Search Partners February 2013 - August 2015
Inn at Lambertville Station April 2011 - November 2012
Inn at Lambertville Station August 2010 - April 2011
Inn at Lambertville Station December 2009 - August 2010
Inn at Lambertville Station June 2009 - December 2009
Comcast-Spectacor May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Event Planning, Customer Service, Microsoft Office, Sales, Marketing, Event Management, Social Media Marketing, Marketing Communications, Public Relations, Public Speaking, Microsoft Excel, PowerPoint, Advertising, Recruiting, Sourcing, Staffing Services
Education
Norwich University 2011 — 2012
MBA, Project Management
Wesley College 2005 — 2009
B.S., Business
Pennsbury High School
donald dye's Morgan Stanley Experience April 1997 - May 2008
Job Managing Director, Head of Americas Financial Product Sales, Royal Bank of Canada
Industry Banking
Experience
Royal Bank of Canada April 2010 - Present
JDSK PROFESSIONAL SPORTS MANAGMENT January 2008 - May 2010
Morgan Stanley April 1997 - May 2008
Swiss Bank Corp September 1992 - April 1997
Citicorp Investment Bank ( Switzerland) September 1989 - September 1992
Ciba-Geigy September 1986 - September 1989
U.S. Department of State June 1983 - September 1984
Skills
•Founded the GMAB..., •Active and..., •Active and..., •Active Member of..., •Active Member and..., •Active Member of..., Working proficiency in..., REGISTRATION: Series 3,..., Hedge Funds, Investments, New Business Development, Wealth Management, Asset Management, Emerging Markets, Cycling, Entrepreneurship, Trading, FX Options, Fixed Income, Strategy, Finance, Capital Markets, Equities, Alternative Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
Occidental College 1979 — 1983
AB, Economics
Royal Bank of Canada April 2010 - Present
JDSK PROFESSIONAL SPORTS MANAGMENT January 2008 - May 2010
Morgan Stanley April 1997 - May 2008
Swiss Bank Corp September 1992 - April 1997
Citicorp Investment Bank ( Switzerland) September 1989 - September 1992
Ciba-Geigy September 1986 - September 1989
U.S. Department of State June 1983 - September 1984
Skills
•Founded the GMAB..., •Active and..., •Active and..., •Active Member of..., •Active Member and..., •Active Member of..., Working proficiency in..., REGISTRATION: Series 3,..., Hedge Funds, Investments, New Business Development, Wealth Management, Asset Management, Emerging Markets, Cycling, Entrepreneurship, Trading, FX Options, Fixed Income, Strategy, Finance, Capital Markets, Equities, Alternative Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
Occidental College 1979 — 1983
AB, Economics
Marc Crawford's Morgan Stanley Experience May 2007 - December 2007
Job Vice President at Ascena Retail Group
Industry Apparel & Fashion
Experience
Ascena Retail Group August 2011 - Present
Polo Ralph Lauren August 2009 - August 2011
WPP March 2008 - August 2009
Morgan Stanley May 2007 - December 2007
IPG September 2004 - April 2007
AT&T February 1988 - August 2004
Skills
Strategic Planning, Financial Analysis, Forecasting, Business Analysis, Process Improvement, Financial Reporting, Business Process..., Cross-functional Team..., Vendor Management, Retail, Business Intelligence, Sarbanes-Oxley Act, Management, ERP, Budgets, Leadership, Accounting, Strategy, Strategic Financial..., Managerial Finance, Financial Modeling, Change Management, Finance, Analysis, Mergers & Acquisitions
Education
Norwich University 1982 — 1986
bs, finance-adm
Saint Peter's University
mba, mis
Ascena Retail Group August 2011 - Present
Polo Ralph Lauren August 2009 - August 2011
WPP March 2008 - August 2009
Morgan Stanley May 2007 - December 2007
IPG September 2004 - April 2007
AT&T February 1988 - August 2004
Skills
Strategic Planning, Financial Analysis, Forecasting, Business Analysis, Process Improvement, Financial Reporting, Business Process..., Cross-functional Team..., Vendor Management, Retail, Business Intelligence, Sarbanes-Oxley Act, Management, ERP, Budgets, Leadership, Accounting, Strategy, Strategic Financial..., Managerial Finance, Financial Modeling, Change Management, Finance, Analysis, Mergers & Acquisitions
Education
Norwich University 1982 — 1986
bs, finance-adm
Saint Peter's University
mba, mis
Christine Grygiel's Morgan Stanley Experience October 2013 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2013 - Present
Credit Suisse 2007 - September 2013
Credit Suisse 2000 - 2007
Credit Suisse 1994 - 2000
Credit Suisse 1990 - 1994
Credit Suisse 1987 - 1990
Price Waterhouse Coopers 1985 - 1987
Skills
Asset Managment, Valuation, Due Diligence, Asset Management, Financial Modeling, Financial Analysis
Education
Hamilton College
BA, Liberal Arts
New York State
CPA
Northwestern University - Kellogg School of Management
Executive Education, Negotiation Strategies
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
Morgan Stanley October 2013 - Present
Credit Suisse 2007 - September 2013
Credit Suisse 2000 - 2007
Credit Suisse 1994 - 2000
Credit Suisse 1990 - 1994
Credit Suisse 1987 - 1990
Price Waterhouse Coopers 1985 - 1987
Skills
Asset Managment, Valuation, Due Diligence, Asset Management, Financial Modeling, Financial Analysis
Education
Hamilton College
BA, Liberal Arts
New York State
CPA
Northwestern University - Kellogg School of Management
Executive Education, Negotiation Strategies
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
Jennifer Donatelli's Morgan Stanley Experience March 2009 - May 2012
Job Regional Controller TEKsystems
Industry Financial Services
Experience
TEKsystems January 2015 - Present
TEKsystems May 2012 - Present
Morgan Stanley March 2009 - May 2012
Morgan Stanley December 2007 - March 2009
Morgan Stanley April 2005 - December 2007
E-site Marketing July 2004 - April 2005
Skills
Management, Team Leadership, Financial Analysis, Leadership, Financial Services, Risk Management, Process Improvement, Microsoft Excel, Training, Customer Service
Education
College of Notre Dame of Maryland 2006 — 2008
M.A, Management (Human Resources Concentration)
Randolph-Macon College 2000 — 2004
B.A, Business; Economics
TEKsystems January 2015 - Present
TEKsystems May 2012 - Present
Morgan Stanley March 2009 - May 2012
Morgan Stanley December 2007 - March 2009
Morgan Stanley April 2005 - December 2007
E-site Marketing July 2004 - April 2005
Skills
Management, Team Leadership, Financial Analysis, Leadership, Financial Services, Risk Management, Process Improvement, Microsoft Excel, Training, Customer Service
Education
College of Notre Dame of Maryland 2006 — 2008
M.A, Management (Human Resources Concentration)
Randolph-Macon College 2000 — 2004
B.A, Business; Economics
Kyle White's Morgan Stanley Experience July 2008 - July 2010
Job MBA Graduate at Kellogg School of Management, Class of 2015
Industry Online Media
Experience
The Walt Disney Company - Studio June 2014 - August 2014
Gardner Standard LLC April 2014 - June 2014
Time Inc. December 2011 - May 2013
Time Inc. August 2010 - December 2011
Morgan Stanley July 2008 - July 2010
Huron Consulting Group June 2007 - September 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Strategic Planning, Excel, Financial Analysis, Mergers, Acquisitions, Digital Media, Publishing, Mergers & Acquisitions, Investment Banking, Corporate Development, LBO, Finance, Microsoft Excel, Strategy, Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
BA
The Walt Disney Company - Studio June 2014 - August 2014
Gardner Standard LLC April 2014 - June 2014
Time Inc. December 2011 - May 2013
Time Inc. August 2010 - December 2011
Morgan Stanley July 2008 - July 2010
Huron Consulting Group June 2007 - September 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Strategic Planning, Excel, Financial Analysis, Mergers, Acquisitions, Digital Media, Publishing, Mergers & Acquisitions, Investment Banking, Corporate Development, LBO, Finance, Microsoft Excel, Strategy, Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
BA
Scott Allore's Morgan Stanley Experience March 2011 - February 2012
Job Sr. Consultant
Industry Financial Services
Experience
Aetna March 2015 - Present
Aetna July 2013 - Present
Aetna February 2012 - July 2013
Morgan Stanley March 2011 - February 2012
Pacifica Pizza, Inc July 2006 - April 2011
Skills
Financial Analysis, Investments, Risk Management, Financial Modeling, Analysis, Accounting, Financial Reporting, Insurance, Portfolio Management, Strategic Financial..., Asset Managment, Budgets, Finance, Equities, Series 7, Fixed Income, Series 63, Wealth Management, Investment Advisory, Microsoft Excel, Data Analysis, Valuation, Derivatives, Asset Allocation, Investment Strategies, New Business Development, Asset Management, Mutual Funds
Education
St Mary's College 2012 — 2013
M.Sc., Financial Analysis and Investment Management
Northwood University 2003 — 2006
BBA, Advertising, Marketing, Management
CFA Institute
Level I Candidate
Aetna March 2015 - Present
Aetna July 2013 - Present
Aetna February 2012 - July 2013
Morgan Stanley March 2011 - February 2012
Pacifica Pizza, Inc July 2006 - April 2011
Skills
Financial Analysis, Investments, Risk Management, Financial Modeling, Analysis, Accounting, Financial Reporting, Insurance, Portfolio Management, Strategic Financial..., Asset Managment, Budgets, Finance, Equities, Series 7, Fixed Income, Series 63, Wealth Management, Investment Advisory, Microsoft Excel, Data Analysis, Valuation, Derivatives, Asset Allocation, Investment Strategies, New Business Development, Asset Management, Mutual Funds
Education
St Mary's College 2012 — 2013
M.Sc., Financial Analysis and Investment Management
Northwood University 2003 — 2006
BBA, Advertising, Marketing, Management
CFA Institute
Level I Candidate
Sarra Rutland's Morgan Stanley Experience April 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
Morgan Stanley December 2009 - April 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley September 2003 - December 2007
Morgan Stanley June 2001 - June 2002
Skills
Management, Financial Accounting, Team Leadership, Due Diligence, Management Accounting, US GAAP reporting, Time Management, Financial Analysis, Business Strategy, Revenue Analysis, P&L Analysis, Derivatives, Financial Markets, Internal Controls
Education
The Chartered Institute of Management Accountants 2003 — 2007
ACMA & CGMA Professionally Qualified, Chartered Institute of Management Accounting & Chartered Global Management Accountant
The Nottingham Trent University 1999 — 2003
BA (Hons) Business, Accounting & Finance, Class 2.1
Morgan Stanley April 2011 - Present
Morgan Stanley December 2009 - April 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley September 2003 - December 2007
Morgan Stanley June 2001 - June 2002
Skills
Management, Financial Accounting, Team Leadership, Due Diligence, Management Accounting, US GAAP reporting, Time Management, Financial Analysis, Business Strategy, Revenue Analysis, P&L Analysis, Derivatives, Financial Markets, Internal Controls
Education
The Chartered Institute of Management Accountants 2003 — 2007
ACMA & CGMA Professionally Qualified, Chartered Institute of Management Accounting & Chartered Global Management Accountant
The Nottingham Trent University 1999 — 2003
BA (Hons) Business, Accounting & Finance, Class 2.1
Frank Hammad's Morgan Stanley Experience August 2014 - Present
Job Commercial Real Estate Banker at Morgan Stanley Private Bank N.A.
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Private Bank N.A. April 2010 - Present
Morgan Stanley Smith Barney 2010 - Present
Skills
Series 7, Private Banking, Commercial Lending, Small Business Lending, Series 63, Real Estate License, Life Insurance, Property & Casualty..., Commercial Real Estate, Credit, Investments, Portfolio Management, Loans, Mortgage Lending, Relationship Management, Banking, Commercial Banking, Consumer Lending, Credit Analysis, Finance, Asset Management, Equities, Financial Services, Series 65, Asset Allocation, Financial Risk, Fixed Income, Commercial Mortgages
Education
Nova Southeastern University 1995 — 1997
Master's degree, International Business
University of Miami - School of Business 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Morgan Stanley August 2014 - Present
Morgan Stanley Private Bank N.A. April 2010 - Present
Morgan Stanley Smith Barney 2010 - Present
Skills
Series 7, Private Banking, Commercial Lending, Small Business Lending, Series 63, Real Estate License, Life Insurance, Property & Casualty..., Commercial Real Estate, Credit, Investments, Portfolio Management, Loans, Mortgage Lending, Relationship Management, Banking, Commercial Banking, Consumer Lending, Credit Analysis, Finance, Asset Management, Equities, Financial Services, Series 65, Asset Allocation, Financial Risk, Fixed Income, Commercial Mortgages
Education
Nova Southeastern University 1995 — 1997
Master's degree, International Business
University of Miami - School of Business 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Kwangwoo (Ryan) Kim's Morgan Stanley Experience 2005 - 2006
Job JDMBA Candidate
Industry Legal Services
Experience
Actium Group 2009 - 2013
Och-Ziff Capital Management 2008 - 2008
Goldman Sachs 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Private Equity, Investment Banking, Hedge Funds, Financial Modeling, Financial Analysis, M&A due diligence, M&A experience, Venture Capital, Equity Valuation, Accounting
Education
Northwestern University School of Law 2013 — 2016
JD
Northwestern University - Kellogg School of Management 2013 — 2016
MBA
Seoul National University 1998 — 2003
BA, Economics
Actium Group 2009 - 2013
Och-Ziff Capital Management 2008 - 2008
Goldman Sachs 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Private Equity, Investment Banking, Hedge Funds, Financial Modeling, Financial Analysis, M&A due diligence, M&A experience, Venture Capital, Equity Valuation, Accounting
Education
Northwestern University School of Law 2013 — 2016
JD
Northwestern University - Kellogg School of Management 2013 — 2016
MBA
Seoul National University 1998 — 2003
BA, Economics
Rick Chafetz's Morgan Stanley Experience September 2005 - March 2007
Job Mortgage Banker @ Bridgeview Bank
Industry Financial Services
Experience
Bridgeview Bank Mortgage March 2014 - Present
Capital Financial Bancorp, Inc. August 2010 - September 2013
Secured Home Funding March 2008 - March 2010
Morgan Stanley September 2005 - March 2007
Muller Pontiac GMC March 1999 - April 2005
Education
Northwood University 1975 — 1977
Business Management
New Trier West 1970 — 1974
Bridgeview Bank Mortgage March 2014 - Present
Capital Financial Bancorp, Inc. August 2010 - September 2013
Secured Home Funding March 2008 - March 2010
Morgan Stanley September 2005 - March 2007
Muller Pontiac GMC March 1999 - April 2005
Education
Northwood University 1975 — 1977
Business Management
New Trier West 1970 — 1974
Vaishali Javeri's Morgan Stanley Experience 2003 - 2005
Job Director & Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2005 - Present
Morgan Stanley 2003 - 2005
Island ECN 2000 - 2003
US Securities and Exchange Commission 1997 - 2000
Education
Northwestern University
BA
University of Iowa College of Law
JD
Credit Suisse 2005 - Present
Morgan Stanley 2003 - 2005
Island ECN 2000 - 2003
US Securities and Exchange Commission 1997 - 2000
Education
Northwestern University
BA
University of Iowa College of Law
JD
Ricky Goldwasser's Morgan Stanley Experience 2009 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2009 - Present
UBS Investment Bank 1999 - 2009
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Tel Aviv University 1991 — 1994
BA
Morgan Stanley 2009 - Present
UBS Investment Bank 1999 - 2009
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Tel Aviv University 1991 — 1994
BA
Jon Anda's Morgan Stanley Experience October 1986 - January 2007
Job Senior Financial Executive
Industry Financial Services
Experience
Energy Points Inc. July 2013 - December 2014
Yale University December 2011 - August 2012
UBS Investment Bank September 2010 - September 2011
Nicholas Institute for Environmental Policy, Duke University March 2008 - March 2010
Environmental Defense Fund January 2007 - March 2008
Morgan Stanley October 1986 - January 2007
Continental Illinois National Bank 1981 - 1986
Skills
Capital Markets, Sustainability, Public Speaking, Renewable Energy, Energy, Climate Change, Mergers, Energy Policy, Corporate Finance, Business Strategy, Investment Banking, Mergers & Acquisitions, Climate, Project Finance, Finance, Executive Management, Private Equity, Hedge Funds, Environmental Awareness, Sustainable Energy, Energy Efficiency
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Prospect High School 1971 — 1975
Energy Points Inc. July 2013 - December 2014
Yale University December 2011 - August 2012
UBS Investment Bank September 2010 - September 2011
Nicholas Institute for Environmental Policy, Duke University March 2008 - March 2010
Environmental Defense Fund January 2007 - March 2008
Morgan Stanley October 1986 - January 2007
Continental Illinois National Bank 1981 - 1986
Skills
Capital Markets, Sustainability, Public Speaking, Renewable Energy, Energy, Climate Change, Mergers, Energy Policy, Corporate Finance, Business Strategy, Investment Banking, Mergers & Acquisitions, Climate, Project Finance, Finance, Executive Management, Private Equity, Hedge Funds, Environmental Awareness, Sustainable Energy, Energy Efficiency
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Prospect High School 1971 — 1975
Vikram Mehta's Morgan Stanley Experience 2005 - 2009
Job
Industry
Experience
NSR 2011 - Present
US Treasury February 2009 - December 2010
Morgan Stanley 2005 - 2009
Cleary Gottlieb Steen & Hamilton LLP 2000 - 2005
Education
Northwestern University School of Law
Doctor of Law (J.D.)
Rich East
University of Chicago
Bachelor's degree, Economics
University of Chicago
Master's degree, International Economics
NSR 2011 - Present
US Treasury February 2009 - December 2010
Morgan Stanley 2005 - 2009
Cleary Gottlieb Steen & Hamilton LLP 2000 - 2005
Education
Northwestern University School of Law
Doctor of Law (J.D.)
Rich East
University of Chicago
Bachelor's degree, Economics
University of Chicago
Master's degree, International Economics
mike burna's Morgan Stanley Experience November 1994 - November 2004
Job Commercial Parts Professional at Advance Auto Parts
Industry Transportation/Trucking/Railroad
Experience
Advance Auto Parts December 2013 - Present
FleetPride November 2007 - Present
JPM Plumbing & Heating January 1990 - Present
Westmore Fuel January 2005 - October 2007
Morgan Stanley November 1994 - November 2004
Skills
Transportation, Trucking, Fleet Management, Logistics, Freight, Inventory Management, Shipping, Operations Management, Warehousing, Inventory Control, Customer Service, Purchasing, Pricing, Process Improvement, Supply Chain, Customer Satisfaction, Negotiation, Sales Management, Supply Chain Management, Team Building, Forecasting
Education
Norwalk Community College 1997 — 1999
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Greenwich High School 1991 — 1995
Diploma, Required
Advance Auto Parts December 2013 - Present
FleetPride November 2007 - Present
JPM Plumbing & Heating January 1990 - Present
Westmore Fuel January 2005 - October 2007
Morgan Stanley November 1994 - November 2004
Skills
Transportation, Trucking, Fleet Management, Logistics, Freight, Inventory Management, Shipping, Operations Management, Warehousing, Inventory Control, Customer Service, Purchasing, Pricing, Process Improvement, Supply Chain, Customer Satisfaction, Negotiation, Sales Management, Supply Chain Management, Team Building, Forecasting
Education
Norwalk Community College 1997 — 1999
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Greenwich High School 1991 — 1995
Diploma, Required
Thomas Slater's Morgan Stanley Experience June 2007 - Present
Job International Prime Brokerage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
Skills
Fixed Income, Hedge Funds
Education
The Nottingham Trent University
Bachelor of Business Administration (BBA), 2:1
Morgan Stanley June 2007 - Present
Skills
Fixed Income, Hedge Funds
Education
The Nottingham Trent University
Bachelor of Business Administration (BBA), 2:1
David Piersol's Morgan Stanley Experience August 1984 - February 1990
Job Capital Markets | Senior Relationship Management | Asset Management | Investment Consulting | MBS Sales & Management
Industry Investment Management
Experience
BNY Mellon June 2012 - September 2013
J.P. Morgan July 2005 - March 2012
Bank of America May 2000 - July 2005
Greenwich Capital Markets February 1990 - April 2000
Morgan Stanley August 1984 - February 1990
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
BNY Mellon June 2012 - September 2013
J.P. Morgan July 2005 - March 2012
Bank of America May 2000 - July 2005
Greenwich Capital Markets February 1990 - April 2000
Morgan Stanley August 1984 - February 1990
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS