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
Kathy Blaney Kathy Blaney's Morgan Stanley Experience March 2015 - Present
Job Wealth Managment at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Winegardner & Hammons May 2014 - March 2015
Bank of America Merchant Services May 1998 - July 2013
AOL June 1990 - May 1998
Skills
Payments, Online Payment Solutions, New Business Development, E-commerce, Marketing, Product Development, Product Management, Sales Process, Strategic Partnerships, Strategy, Product Innovation, Internet, Maintaining Strong..., Revenue Enhancement, Mobile Payments, Contract Negotiation, Sales, Management, Business Development, Electronic Payments, Strategic Planning, E-payments, ACH, Merchant Services, Payment Systems, Debit Cards, Cards
Education
Ohio Dominican University
Morgan Stanley March 2015 - Present
Winegardner & Hammons May 2014 - March 2015
Bank of America Merchant Services May 1998 - July 2013
AOL June 1990 - May 1998
Skills
Payments, Online Payment Solutions, New Business Development, E-commerce, Marketing, Product Development, Product Management, Sales Process, Strategic Partnerships, Strategy, Product Innovation, Internet, Maintaining Strong..., Revenue Enhancement, Mobile Payments, Contract Negotiation, Sales, Management, Business Development, Electronic Payments, Strategic Planning, E-payments, ACH, Merchant Services, Payment Systems, Debit Cards, Cards
Education
Ohio Dominican University
Andrew Lindeman Andrew Lindeman's Morgan Stanley Experience November 2013 - Present
Job Morgan Stanley Client Service Professional
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Victoria's Secret 2013 - 2013
Global Expeditions 2009 - 2010
Skills
Financial Services, Microsoft Excel, Call Centers, Customer Service, Accurate Data Entry, Cashiering, Banking, Tax, Financial Markets, Financial Statements, Securities Lending, Superior Client Service, Stocks, Fixed Income, Client Services, Data Entry, Customer Experience, Networking, Finance, Financial Advisory, Wealth Management, Telephone Skills
Education
Ohio Christian University
Morgan Stanley November 2013 - Present
Victoria's Secret 2013 - 2013
Global Expeditions 2009 - 2010
Skills
Financial Services, Microsoft Excel, Call Centers, Customer Service, Accurate Data Entry, Cashiering, Banking, Tax, Financial Markets, Financial Statements, Securities Lending, Superior Client Service, Stocks, Fixed Income, Client Services, Data Entry, Customer Experience, Networking, Finance, Financial Advisory, Wealth Management, Telephone Skills
Education
Ohio Christian University
Chris Sirc Chris Sirc's Morgan Stanley Experience June 2011 - August 2013
Job Assistant Vice President at Capital One
Industry Financial Services
Experience
Capital One September 2013 - Present
Morgan Stanley June 2011 - August 2013
Vision Technology Services January 2011 - June 2011
Vision Technology Services June 2010 - January 2011
AT&T June 2009 - June 2010
AT&T July 2008 - May 2009
Sales Development Services 2007 - 2007
Skills
Interviews, Sales Process, Leadership, Cold Calling, Process Improvement, Time Management, Business Development, Project Management, Training, Management, Sales, Sales Operations, Telecommunications, Strategy, Networking, CRM, Selling, Sales Management, Marketing, Business Process, Portfolio Management, Customer Satisfaction
Education
Ohio University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, Management, Sales
Capital One September 2013 - Present
Morgan Stanley June 2011 - August 2013
Vision Technology Services January 2011 - June 2011
Vision Technology Services June 2010 - January 2011
AT&T June 2009 - June 2010
AT&T July 2008 - May 2009
Sales Development Services 2007 - 2007
Skills
Interviews, Sales Process, Leadership, Cold Calling, Process Improvement, Time Management, Business Development, Project Management, Training, Management, Sales, Sales Operations, Telecommunications, Strategy, Networking, CRM, Selling, Sales Management, Marketing, Business Process, Portfolio Management, Customer Satisfaction
Education
Ohio University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, Management, Sales
Kimberly Emerson Kimberly Emerson's Morgan Stanley Experience July 2015 - Present
Job Vice President, Private Banker
Industry Banking
Experience
Morgan Stanley July 2015 - Present
FCBank, a division of CNB Bank April 2014 - July 2015
Bank of America Merrill Lynch May 2010 - March 2014
KeyBank 2005 - 2009
Fifth Third Bank 2001 - 2005
Skills
Commercial Lending, Loans, Small Business Lending, Financial Services, Commercial Banking, Credit, Banking, Mortgage Lending, Credit Analysis, Private Banking, Consumer Lending, Wealth Management, Residential Mortgages, Treasury Management, Investments, Series 7, Loan Origination, Series 63, Retail Banking, Refinance, Lines Of Credit, Cross Selling, Relationship Management, Cash Management, Deposits, Commercial Mortgages, Mortgage Banking, Series 65
Education
Ohio Dominican University 1999 — 2001
Business Administration
Wright State University 1991 — 1994
Morgan Stanley July 2015 - Present
FCBank, a division of CNB Bank April 2014 - July 2015
Bank of America Merrill Lynch May 2010 - March 2014
KeyBank 2005 - 2009
Fifth Third Bank 2001 - 2005
Skills
Commercial Lending, Loans, Small Business Lending, Financial Services, Commercial Banking, Credit, Banking, Mortgage Lending, Credit Analysis, Private Banking, Consumer Lending, Wealth Management, Residential Mortgages, Treasury Management, Investments, Series 7, Loan Origination, Series 63, Retail Banking, Refinance, Lines Of Credit, Cross Selling, Relationship Management, Cash Management, Deposits, Commercial Mortgages, Mortgage Banking, Series 65
Education
Ohio Dominican University 1999 — 2001
Business Administration
Wright State University 1991 — 1994
Roman Glukhovsky Roman Glukhovsky's Morgan Stanley Experience August 2007 - May 2013
Job VP Business Development & Operations at Driveway Software
Industry Financial Services
Experience
Driveway Software January 2015 - Present
Kernel Capital July 2011 - Present
IntroMe January 2014 - January 2015
GistCloud June 2013 - December 2013
Morgan Stanley August 2007 - May 2013
Skills
Strategic Financial..., Venture Capital, Financial Modeling, Investments, Equities, Entrepreneurship, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Valuation, Mergers, Emerging Markets, Corporate Development, Mobile Devices, Financial Planning, Mergers & Acquisitions
Education
Occidental College 1996 — 2000
Driveway Software January 2015 - Present
Kernel Capital July 2011 - Present
IntroMe January 2014 - January 2015
GistCloud June 2013 - December 2013
Morgan Stanley August 2007 - May 2013
Skills
Strategic Financial..., Venture Capital, Financial Modeling, Investments, Equities, Entrepreneurship, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Valuation, Mergers, Emerging Markets, Corporate Development, Mobile Devices, Financial Planning, Mergers & Acquisitions
Education
Occidental College 1996 — 2000
Christopher J. Hoertz's Morgan Stanley Experience December 2007 - December 2007
Job Attorney at Law Firm of Gary M. Singer, P.A.
Industry Law Practice
Experience
Law Firm of Gary M. Singer, P.A. April 2013 - Present
Law Firm of Gary M. Singer, P.A. May 2011 - April 2013
SunTrust Bank, Inc February 2009 - August 2009
Morgan Stanley December 2007 - December 2007
Skills
Wills, Legal Research, Legal Writing, Westlaw, Trusts, Real Estate Transactions, Legal Issues, Courts, Corporate Finance, Microsoft Excel, Real Estate, Hearings, Lexis, Business Formation, Foreclosures, Microsoft Office, PowerPoint, Estate Planning, Bankruptcy, LexisNexis
Education
Nova Southeastern University—Shepard Broad Law Center 2009 — 2012
Doctor of Law (J.D.), Law
Florida State University - College of Business 2004 — 2008
B.S., International Business
Law Firm of Gary M. Singer, P.A. April 2013 - Present
Law Firm of Gary M. Singer, P.A. May 2011 - April 2013
SunTrust Bank, Inc February 2009 - August 2009
Morgan Stanley December 2007 - December 2007
Skills
Wills, Legal Research, Legal Writing, Westlaw, Trusts, Real Estate Transactions, Legal Issues, Courts, Corporate Finance, Microsoft Excel, Real Estate, Hearings, Lexis, Business Formation, Foreclosures, Microsoft Office, PowerPoint, Estate Planning, Bankruptcy, LexisNexis
Education
Nova Southeastern University—Shepard Broad Law Center 2009 — 2012
Doctor of Law (J.D.), Law
Florida State University - College of Business 2004 — 2008
B.S., International Business
Valerie Schjenken Valerie Schjenken's Morgan Stanley Experience January 1998 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1998 - Present
Skills
Project Management, Program Management, Product Management, Business Analysis, SDLC, Sybase, Financial Services, IT Strategy, Risk Management, Vendor Management, Business Process..., Process Improvement, Project Portfolio..., Requirements Gathering, Deferred Compensation
Education
Nyack College 1995 — 1998
Bachelor of Arts (BA), Philosophy
Morgan Stanley January 1998 - Present
Skills
Project Management, Program Management, Product Management, Business Analysis, SDLC, Sybase, Financial Services, IT Strategy, Risk Management, Vendor Management, Business Process..., Process Improvement, Project Portfolio..., Requirements Gathering, Deferred Compensation
Education
Nyack College 1995 — 1998
Bachelor of Arts (BA), Philosophy
Christopher Wimsatt Christopher Wimsatt's Morgan Stanley Experience July 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Westminster Financial Companies October 2013 - March 2015
Ohio Senate July 2012 - September 2013
Ohio University Student Senate June 2011 - June 2012
Ruby Tuesday November 2009 - September 2011
Ohio College Republican Federation November 2009 - June 2010
Cassano's Pizza May 2005 - December 2008
Skills
Public Relations Skills, Budgeting, Political Campaigns, Public Relations, Communications Planning, Event Planning, Social Media, Public Speaking, Sales, Strategic Communications, Project Management, Budgets, Management, Fundraising, Strategy, Marketing, Community Outreach, Research, Leadership, Legislative Relations, Grassroots Organizing, Government, Customer Service, Nonprofits
Education
Ohio University 2009 — 2012
Bachelor of Arts, Political Science
Sinclair Community College 2007 — 2009
Morgan Stanley July 2015 - Present
Westminster Financial Companies October 2013 - March 2015
Ohio Senate July 2012 - September 2013
Ohio University Student Senate June 2011 - June 2012
Ruby Tuesday November 2009 - September 2011
Ohio College Republican Federation November 2009 - June 2010
Cassano's Pizza May 2005 - December 2008
Skills
Public Relations Skills, Budgeting, Political Campaigns, Public Relations, Communications Planning, Event Planning, Social Media, Public Speaking, Sales, Strategic Communications, Project Management, Budgets, Management, Fundraising, Strategy, Marketing, Community Outreach, Research, Leadership, Legislative Relations, Grassroots Organizing, Government, Customer Service, Nonprofits
Education
Ohio University 2009 — 2012
Bachelor of Arts, Political Science
Sinclair Community College 2007 — 2009
Kenneth R. Boyd III Kenneth R. Boyd III's Morgan Stanley Experience February 2006 - May 2008
Job Managing Partner Investments at The Way Investment Advisors, LLC.
Industry Financial Services
Experience
The Way Investment Advisors, LLC. April 2010 - Present
Kirtland Hornets Varsity Football Team March 2007 - 2014
Wells Fargo Advisors May 2008 - May 2010
Morgan Stanley February 2006 - May 2008
Merrill Lynch March 2000 - February 2006
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management..., Capital Markets, Loans, Investment Banking, Finance, Investment Strategies, Private Equity, 401k, Retirement, Strategic Financial..., Financial Services, Mentoring, Estate Planning, Mergers & Acquisitions, Management, Financial Planning, Wealth Management
Education
Ohio Northern University 1986 — 1990
BSBA, Finance, Public Relations
The Way Investment Advisors, LLC. April 2010 - Present
Kirtland Hornets Varsity Football Team March 2007 - 2014
Wells Fargo Advisors May 2008 - May 2010
Morgan Stanley February 2006 - May 2008
Merrill Lynch March 2000 - February 2006
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management..., Capital Markets, Loans, Investment Banking, Finance, Investment Strategies, Private Equity, 401k, Retirement, Strategic Financial..., Financial Services, Mentoring, Estate Planning, Mergers & Acquisitions, Management, Financial Planning, Wealth Management
Education
Ohio Northern University 1986 — 1990
BSBA, Finance, Public Relations
Elizabeth Proitsis's Morgan Stanley Experience December 2011 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley December 2011 - Present
Ares Sportswear October 2008 - December 2011
Ohio Wesleyan University August 2004 - May 2007
GLCA NY Arts Program 2007 - 2007
Skills
Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Marketing, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Retention, Online Support, Dividends, Reorg, Mutual Funds, Series 7
Education
Ohio Dominican University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio Wesleyan University 2004 — 2008
B.F.A., Photography
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley December 2011 - Present
Ares Sportswear October 2008 - December 2011
Ohio Wesleyan University August 2004 - May 2007
GLCA NY Arts Program 2007 - 2007
Skills
Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Marketing, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Retention, Online Support, Dividends, Reorg, Mutual Funds, Series 7
Education
Ohio Dominican University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio Wesleyan University 2004 — 2008
B.F.A., Photography
Michael Given, LEED AP Michael Given, LEED AP's Morgan Stanley Experience January 2000 - December 2005
Job Project Manager at Project Risk Analytics (PRA) for Santander Bank, NA
Industry Construction
Experience
Project Risk Analytics (PRA) for Santander Bank, NA April 2015 - Present
Newmark Grubb Knight Frank for Capital One September 2013 - September 2014
D'Angelo Construction Corp. March 2009 - June 2013
Cushman & Wakefield for UBS Financial Services September 2007 - October 2008
Tenant Development Corporation January 2006 - August 2007
Morgan Stanley January 2000 - December 2005
Interior Space International (ISI), part of Epstein June 1997 - December 1999
Griswold, Heckel & Kelly Associates, Inc. (GHK), now NELSON December 1984 - June 1997
Skills
LEED AP, LEED Consulting, Sustainable Design, Construction Management, Construction Budgets, Construction Supervision, Mentoring, Corporate Services, Facilities Management, Lease / Work Letter..., Capital Budgeting, Master Planning, Value Engineering, Strategic Planning, Space Planning, Interior Design, Interior Architecture, Corporate Interiors, Workplace Solutions, Furniture, Contract Negotiations, Construction Documents, Construction..., ADA compliance, Scheduling, MS Project, MS Office Suite, AutoCAD, Project Management, Proposal Writing, Project Delivery, Project Estimation, Architectural Drawings, Architectural Design, Budget Estimating, Construction Safety, Move Management, Site Selections
Education
Chicago Academy of Fine Arts 1974 — 1978
Interiors Architecture
Oakton Community College
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Project Risk Analytics (PRA) for Santander Bank, NA April 2015 - Present
Newmark Grubb Knight Frank for Capital One September 2013 - September 2014
D'Angelo Construction Corp. March 2009 - June 2013
Cushman & Wakefield for UBS Financial Services September 2007 - October 2008
Tenant Development Corporation January 2006 - August 2007
Morgan Stanley January 2000 - December 2005
Interior Space International (ISI), part of Epstein June 1997 - December 1999
Griswold, Heckel & Kelly Associates, Inc. (GHK), now NELSON December 1984 - June 1997
Skills
LEED AP, LEED Consulting, Sustainable Design, Construction Management, Construction Budgets, Construction Supervision, Mentoring, Corporate Services, Facilities Management, Lease / Work Letter..., Capital Budgeting, Master Planning, Value Engineering, Strategic Planning, Space Planning, Interior Design, Interior Architecture, Corporate Interiors, Workplace Solutions, Furniture, Contract Negotiations, Construction Documents, Construction..., ADA compliance, Scheduling, MS Project, MS Office Suite, AutoCAD, Project Management, Proposal Writing, Project Delivery, Project Estimation, Architectural Drawings, Architectural Design, Budget Estimating, Construction Safety, Move Management, Site Selections
Education
Chicago Academy of Fine Arts 1974 — 1978
Interiors Architecture
Oakton Community College
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Jordan Carr Jordan Carr's Morgan Stanley Experience November 2014 - Present
Job Barista at Starbucks
Industry Retail
Experience
Morgan Stanley November 2014 - Present
TJ Maxx August 2005 - May 2015
Starbucks May 2013 - December 2014
Ohio University January 2012 - August 2012
Ohio University October 2010 - January 2012
Skills
ServSafe, Micros, Food Preparation, Cashiering, Microsoft Office 2008, Receiving and Processing, Stocking
Education
Ohio University 2007 — 2012
Bachelor of Science in Human and Consumer Science, Restaurant, Hotel and Tourism
Morgan Stanley November 2014 - Present
TJ Maxx August 2005 - May 2015
Starbucks May 2013 - December 2014
Ohio University January 2012 - August 2012
Ohio University October 2010 - January 2012
Skills
ServSafe, Micros, Food Preparation, Cashiering, Microsoft Office 2008, Receiving and Processing, Stocking
Education
Ohio University 2007 — 2012
Bachelor of Science in Human and Consumer Science, Restaurant, Hotel and Tourism
Nicholas Harmon's Morgan Stanley Experience February 2014 - February 2015
Job Finance Analyst Intern at Dayco Automotive
Industry Financial Services
Experience
Dayco July 2015 - Present
Morgan Stanley February 2014 - February 2015
Security Inspection, Inc. May 2013 - February 2014
Bass Pro Shops May 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Time Management, Corporate Finance, Data Analysis, Management, Microsoft Word, Research, Social Media, Teamwork
Education
Oakland University 2011 — 2015
Bachelor of Science (B.S.), Finance
Dayco July 2015 - Present
Morgan Stanley February 2014 - February 2015
Security Inspection, Inc. May 2013 - February 2014
Bass Pro Shops May 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Time Management, Corporate Finance, Data Analysis, Management, Microsoft Word, Research, Social Media, Teamwork
Education
Oakland University 2011 — 2015
Bachelor of Science (B.S.), Finance
Thomas Hamilton Thomas Hamilton's Morgan Stanley Experience May 2009 - September 2009
Job Credit Product Specialist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics February 2015 - Present
Moody's Analytics November 2013 - February 2015
Moody's Analytics July 2012 - November 2013
Moody's Analytics June 2011 - July 2012
Morgan Stanley May 2009 - September 2009
Skills
Bloomberg, Capital Markets, Salesforce.com, Fixed Income, Analysis, Credit Risk, Risk Management, Financial Markets, Analytics, Valuation, Financial Services
Education
The University of Connecticut 2007 — 2011
B.S., Economics
NYU School of Professional Studies 2014 — 2016
Finance, General
Moody's Analytics February 2015 - Present
Moody's Analytics November 2013 - February 2015
Moody's Analytics July 2012 - November 2013
Moody's Analytics June 2011 - July 2012
Morgan Stanley May 2009 - September 2009
Skills
Bloomberg, Capital Markets, Salesforce.com, Fixed Income, Analysis, Credit Risk, Risk Management, Financial Markets, Analytics, Valuation, Financial Services
Education
The University of Connecticut 2007 — 2011
B.S., Economics
NYU School of Professional Studies 2014 — 2016
Finance, General
Jessica M Swanson Jessica M Swanson's Morgan Stanley Experience May 2013 - June 2014
Job Licensed Realtor at Weichert Realtors eSolutions
Industry Real Estate
Experience
Weichert Realtors eSolutions February 2015 - Present
mBank September 2014 - February 2015
Morgan Stanley May 2013 - June 2014
Independent Bank August 2001 - February 2013
Skills
Investments, Credit, Banking, Mortgage Lending, Loans, Small Business Lending, Writing, Copywriting, Public Speaking, Financial Services, Leadership, Customer Service, Management, Team Building, Portfolio Management, Loan Origination, Wealth Management, Event Planning, Financial Analysis, Budgets, Insurance, Real Estate, Finance, Social Media, Public Relations, Social Media Marketing, Fundraising
Education
Oakland University 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Macomb Community College 2010 — 2011
Associates Degree, Art/Art Studies, General
Weichert Realtors eSolutions February 2015 - Present
mBank September 2014 - February 2015
Morgan Stanley May 2013 - June 2014
Independent Bank August 2001 - February 2013
Skills
Investments, Credit, Banking, Mortgage Lending, Loans, Small Business Lending, Writing, Copywriting, Public Speaking, Financial Services, Leadership, Customer Service, Management, Team Building, Portfolio Management, Loan Origination, Wealth Management, Event Planning, Financial Analysis, Budgets, Insurance, Real Estate, Finance, Social Media, Public Relations, Social Media Marketing, Fundraising
Education
Oakland University 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Macomb Community College 2010 — 2011
Associates Degree, Art/Art Studies, General
Bethany Lieb Bethany Lieb's Morgan Stanley Experience March 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2014 - Present
JPMorgan Chase October 2013 - March 2014
JPMorgan Chase July 2012 - October 2013
JPMorgan Chase April 2009 - July 2012
BMW Financial Services September 2007 - April 2009
Skills
Refinance, Credit, FHA, Portfolio Management, Loans, Underwriting, VA loans, Loan processing, Mortgage Processing, NMLS Licensed, Customer Service, Mortgage Lending, Finance, Strategic Planning, Mortgage Banking, Consumer Lending, Credit Analysis, Commercial Lending, Credit Risk, Analysis, Auditing, Insurance, Banking, Accounting, Relationship Management, Financial Analysis, Training, Credit Cards, Due Diligence, Customer Retention, Software Documentation, Management, Loan Servicing, Process Improvement, Mortgage Servicing, Call Centers, Residential Mortgages, Strategic Financial..., Financial Risk, Access, Financial Modeling, Investments, Loan Origination, Risk Management, Mortgage Underwriting, Real Estate, Leadership, Investment Properties, Financial Services
Education
Ohio Dominican University
Bachelor of Science (BS), Accounting and Business Administration
Hilliard Davidson High School 2004 — 2006
Tree of Life Christian High School 2002 — 2004
Morgan Stanley March 2014 - Present
JPMorgan Chase October 2013 - March 2014
JPMorgan Chase July 2012 - October 2013
JPMorgan Chase April 2009 - July 2012
BMW Financial Services September 2007 - April 2009
Skills
Refinance, Credit, FHA, Portfolio Management, Loans, Underwriting, VA loans, Loan processing, Mortgage Processing, NMLS Licensed, Customer Service, Mortgage Lending, Finance, Strategic Planning, Mortgage Banking, Consumer Lending, Credit Analysis, Commercial Lending, Credit Risk, Analysis, Auditing, Insurance, Banking, Accounting, Relationship Management, Financial Analysis, Training, Credit Cards, Due Diligence, Customer Retention, Software Documentation, Management, Loan Servicing, Process Improvement, Mortgage Servicing, Call Centers, Residential Mortgages, Strategic Financial..., Financial Risk, Access, Financial Modeling, Investments, Loan Origination, Risk Management, Mortgage Underwriting, Real Estate, Leadership, Investment Properties, Financial Services
Education
Ohio Dominican University
Bachelor of Science (BS), Accounting and Business Administration
Hilliard Davidson High School 2004 — 2006
Tree of Life Christian High School 2002 — 2004
Charissa H. Smith Charissa H. Smith's Morgan Stanley Experience 1982 - 2008
Job Sr. Executive in the Financial Services Sector
Industry Financial Services
Experience
Amore Opera 2011 - 2013
MSCI Barra 1999 - 2008
Morgan Stanley 1982 - 2008
Education
Oberlin College 1979 — 1982
BA, Mathematics
Smith College 1978 — 1979
Brighton High School
Amore Opera 2011 - 2013
MSCI Barra 1999 - 2008
Morgan Stanley 1982 - 2008
Education
Oberlin College 1979 — 1982
BA, Mathematics
Smith College 1978 — 1979
Brighton High School
Mark Snyder Mark Snyder's Morgan Stanley Experience January 2006 - February 2013
Job Executive Assistant, Executive Office at Freelancers Union
Industry Entertainment
Experience
Freelancers Union June 2013 - Present
Independent January 2005 - Present
Independent January 2004 - Present
Morgan Stanley January 2006 - February 2013
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
About Face Theatre 2002 - 2003
Ohio University January 2000 - January 2002
Victory Gardens Theater 2001 - 2001
Neena Beber January 1999 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook Express, BT Conferencing, Desktop Publishing, Online Publishing, Webcast, Public Speaking, Public Relations, Editing, Editorial, Blogging, Technical Editing, Media Relations, Marketing Strategy, Agents, Agent Development, Youth Mentoring, Teaching, Team Building, Team Leadership, Indie Rock, Social Networking, Publishing, Management, Nonprofits, Training, Event Planning, Webcasting, Social Media
Education
Ohio University 2000 — 2003
Master of Fine Arts, Playwriting
Otterbein College 1995 — 1999
Bachelor of Arts, English
Freelancers Union June 2013 - Present
Independent January 2005 - Present
Independent January 2004 - Present
Morgan Stanley January 2006 - February 2013
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
About Face Theatre 2002 - 2003
Ohio University January 2000 - January 2002
Victory Gardens Theater 2001 - 2001
Neena Beber January 1999 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook Express, BT Conferencing, Desktop Publishing, Online Publishing, Webcast, Public Speaking, Public Relations, Editing, Editorial, Blogging, Technical Editing, Media Relations, Marketing Strategy, Agents, Agent Development, Youth Mentoring, Teaching, Team Building, Team Leadership, Indie Rock, Social Networking, Publishing, Management, Nonprofits, Training, Event Planning, Webcasting, Social Media
Education
Ohio University 2000 — 2003
Master of Fine Arts, Playwriting
Otterbein College 1995 — 1999
Bachelor of Arts, English
Chris Boaz Chris Boaz's Morgan Stanley Experience July 2000 - July 2002
Job VP Online Marketing at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2008 - Present
Fisher Investments 2006 - February 2008
Fisher Investments September 2002 - 2006
Morgan Stanley July 2000 - July 2002
Skills
Team Leadership, Online Advertising, Direct Marketing, Sales Management, Direct Sales, Media Buying, Online Lead Generation, Google Adwords, Client Services, Online Marketing, Digital Marketing
Education
Ohio University 1996 — 2000
Bachelor of Business Administration, Finance
Fisher Investments February 2008 - Present
Fisher Investments 2006 - February 2008
Fisher Investments September 2002 - 2006
Morgan Stanley July 2000 - July 2002
Skills
Team Leadership, Online Advertising, Direct Marketing, Sales Management, Direct Sales, Media Buying, Online Lead Generation, Google Adwords, Client Services, Online Marketing, Digital Marketing
Education
Ohio University 1996 — 2000
Bachelor of Business Administration, Finance
Andre Bosman Andre Bosman's Morgan Stanley Experience 1988 - 1989
Job Senior Database Administrator at Emory University
Industry Information Technology and Services
Experience
Emory University 2010 - Present
IBM 2006 - 2010
Delta Airlines 1993 - 2006
The Dow Chemical Company 1989 - 1993
Morgan Stanley 1988 - 1989
Skills
SQL, Databases, Database Administration, PL/SQL, Requirements Analysis, Integration, Microsoft SQL Server, Enterprise Architecture, Oracle, Agile Methodologies, Database Design, XML, Business Intelligence
Education
Oglethorpe University
Bachelor's Degree, Business Administration, 4.0 GPA
Emory University 2010 - Present
IBM 2006 - 2010
Delta Airlines 1993 - 2006
The Dow Chemical Company 1989 - 1993
Morgan Stanley 1988 - 1989
Skills
SQL, Databases, Database Administration, PL/SQL, Requirements Analysis, Integration, Microsoft SQL Server, Enterprise Architecture, Oracle, Agile Methodologies, Database Design, XML, Business Intelligence
Education
Oglethorpe University
Bachelor's Degree, Business Administration, 4.0 GPA
Cat (Catherine) Lockman Cat (Catherine) Lockman's Morgan Stanley Experience August 2003 - November 2005
Job Senior Nonprofit Executive with International Development Expertise
Industry Nonprofit Organization Management
Experience
Global Peace Festival Foundation August 2013 - Present
Lockman & Fabian December 2012 - Present
United to End Genocide October 2011 - October 2012
Women Thrive Worldwide September 2007 - October 2011
The Children's Center November 2005 - August 2007
Morgan Stanley August 2003 - November 2005
Focus: HOPE 2001 - 2003
Skills
Website Development, Program Evaluation, Business Strategy, Program Development, Strategic Communications, Strategic Planning, Organizational..., Organizational..., Foundations, Grant Administration, Non-profits, Grant Writing, Proposal Writing, Fundraising, Salesforce.com, Digital Communication..., Strategic Financial..., Financial Analysis, Donor Perfect, Raiser's Edge, Convio, Microsoft Exchange, Web Content, Wordpress, Online Research, WealthEngine, Wealth Preservation..., Wealth Management, Federal Grants..., Report Writing, Financial Reporting, Advocacy, Volunteer Management, Nonprofits, Human Rights, Major Gift Development, Corporate Social..., Direct Marketing, Direct Mail Fundraising, Digital Strategy, Presentations, New Business Development, Business Analysis, Business Development, Return on Investment..., Managerial Finance, Financial Modeling, Revenue Forecasting, Revenue Analysis, Revenue & Profit Growth
Education
Oakland University 1992 — 1997
B.S., Public Administration and Policy Analysis
Morgan Stanley 2003 — 2005
2-Year Professional Foundations Program, Business Development and Financial Industry Regulation and Licensing, Professional Licensure - Multiple
Benevon / Raising More Money 2006 — 2007
Major Gifts 101 - 104
Community Foundation for Southeastern Michigan 2002 — 2002
Touch the Future, Planned Giving Certification
Tax Preparer with IRS PTIN and Maryland Certifications
Thrive Yoga 2012 — 2012
RYT200, Yoga Teacher Training/Yoga Therapy, Certified!
Global Peace Festival Foundation August 2013 - Present
Lockman & Fabian December 2012 - Present
United to End Genocide October 2011 - October 2012
Women Thrive Worldwide September 2007 - October 2011
The Children's Center November 2005 - August 2007
Morgan Stanley August 2003 - November 2005
Focus: HOPE 2001 - 2003
Skills
Website Development, Program Evaluation, Business Strategy, Program Development, Strategic Communications, Strategic Planning, Organizational..., Organizational..., Foundations, Grant Administration, Non-profits, Grant Writing, Proposal Writing, Fundraising, Salesforce.com, Digital Communication..., Strategic Financial..., Financial Analysis, Donor Perfect, Raiser's Edge, Convio, Microsoft Exchange, Web Content, Wordpress, Online Research, WealthEngine, Wealth Preservation..., Wealth Management, Federal Grants..., Report Writing, Financial Reporting, Advocacy, Volunteer Management, Nonprofits, Human Rights, Major Gift Development, Corporate Social..., Direct Marketing, Direct Mail Fundraising, Digital Strategy, Presentations, New Business Development, Business Analysis, Business Development, Return on Investment..., Managerial Finance, Financial Modeling, Revenue Forecasting, Revenue Analysis, Revenue & Profit Growth
Education
Oakland University 1992 — 1997
B.S., Public Administration and Policy Analysis
Morgan Stanley 2003 — 2005
2-Year Professional Foundations Program, Business Development and Financial Industry Regulation and Licensing, Professional Licensure - Multiple
Benevon / Raising More Money 2006 — 2007
Major Gifts 101 - 104
Community Foundation for Southeastern Michigan 2002 — 2002
Touch the Future, Planned Giving Certification
Tax Preparer with IRS PTIN and Maryland Certifications
Thrive Yoga 2012 — 2012
RYT200, Yoga Teacher Training/Yoga Therapy, Certified!
Steven Nutini's Morgan Stanley Experience February 2001 - November 2001
Job VP East Coast Sales at RPG Consultants
Industry Financial Services
Experience
RPG Consultants March 2009 - Present
RPG Consultants September 2012 - October 2013
RPG Consultants March 2009 - September 2012
MassMutual Retirement Income January 2006 - February 2009
AUL Retirement Services January 2005 - January 2006
SunTrust Bank January 2004 - January 2005
Ceridian RPS November 2001 - January 2004
Morgan Stanley February 2001 - November 2001
Danka/Kodak Director National Accounts June 1997 - January 2001
Xerox July 1993 - June 1997
Skills
Financial Advisory, Investments, Fixed Annuities, Qualified Retirement..., Retirement, Retirement Planning, Mutual Funds, Wealth, Sales Management, Uniform Combined State..., Variable Annuities, National Accounts, Pensions, Series 66, wholesaler, Regional Director, Regional Sales..., Series 31, national sales director, Project Management, Marketing Strategy, Sales Operations, Sales Presentations, Territory..., Territory Startup &..., Series 7, ETFs, Series 63, Separately Managed..., Financial Services, 401k, Alternative Investments, Sales, Wealth Management, Bonds, Asset Allocation, Series 65, Defined Benefit, Series 24, Retirement Plan..., IRAs, Investment Advisory, ERISA, Defined Contribution, Investment Strategies, Securities, Life Insurance, Profit Sharing, 401k Rollovers, Investment Management
Education
Ohio University 1989 — 1993
Bachelor of Science, Communications; Interpersonal Communications
RPG Consultants March 2009 - Present
RPG Consultants September 2012 - October 2013
RPG Consultants March 2009 - September 2012
MassMutual Retirement Income January 2006 - February 2009
AUL Retirement Services January 2005 - January 2006
SunTrust Bank January 2004 - January 2005
Ceridian RPS November 2001 - January 2004
Morgan Stanley February 2001 - November 2001
Danka/Kodak Director National Accounts June 1997 - January 2001
Xerox July 1993 - June 1997
Skills
Financial Advisory, Investments, Fixed Annuities, Qualified Retirement..., Retirement, Retirement Planning, Mutual Funds, Wealth, Sales Management, Uniform Combined State..., Variable Annuities, National Accounts, Pensions, Series 66, wholesaler, Regional Director, Regional Sales..., Series 31, national sales director, Project Management, Marketing Strategy, Sales Operations, Sales Presentations, Territory..., Territory Startup &..., Series 7, ETFs, Series 63, Separately Managed..., Financial Services, 401k, Alternative Investments, Sales, Wealth Management, Bonds, Asset Allocation, Series 65, Defined Benefit, Series 24, Retirement Plan..., IRAs, Investment Advisory, ERISA, Defined Contribution, Investment Strategies, Securities, Life Insurance, Profit Sharing, 401k Rollovers, Investment Management
Education
Ohio University 1989 — 1993
Bachelor of Science, Communications; Interpersonal Communications
Nate Lincoln Nate Lincoln's Morgan Stanley Experience March 2013 - September 2013
Job Procedures Analyst Fraud and Disputes at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services February 2015 - Present
Discover Financial Services October 2013 - January 2015
Morgan Stanley March 2013 - September 2013
Residential Finance Corporation December 2011 - September 2012
Ohio University June 2009 - December 2010
McDonald's Corporation April 2001 - October 2006
Skills
Microsoft Office, Customer Service, Time Management, Teamwork, Critical Thinking, Portfolio Management, Accounting, Banking, Sales, Loans, Financial Analysis, Loan Origination, Finance
Education
Ohio University 2009 — 2011
Master, Financial Economics
Wright State University 2006 — 2009
Bachelor of Arts Degree, Economics
Discover Financial Services February 2015 - Present
Discover Financial Services October 2013 - January 2015
Morgan Stanley March 2013 - September 2013
Residential Finance Corporation December 2011 - September 2012
Ohio University June 2009 - December 2010
McDonald's Corporation April 2001 - October 2006
Skills
Microsoft Office, Customer Service, Time Management, Teamwork, Critical Thinking, Portfolio Management, Accounting, Banking, Sales, Loans, Financial Analysis, Loan Origination, Finance
Education
Ohio University 2009 — 2011
Master, Financial Economics
Wright State University 2006 — 2009
Bachelor of Arts Degree, Economics
Evan Bing, CFA Evan Bing, CFA's Morgan Stanley Experience June 2005 - August 2005
Job Vice President Capital Markets at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank June 2013 - Present
PNC Financial Services Group October 2010 - May 2013
The Park National Bank May 2006 - October 2010
Morgan Stanley June 2005 - August 2005
Skills
Credit, Corporate Finance, Capital Markets, Finance, Bloomberg, Valuation, Investment Banking, Loans, Credit Analysis
Education
Ohio University 2001 — 2006
BBA, Finance, Economics
FirstMerit Bank June 2013 - Present
PNC Financial Services Group October 2010 - May 2013
The Park National Bank May 2006 - October 2010
Morgan Stanley June 2005 - August 2005
Skills
Credit, Corporate Finance, Capital Markets, Finance, Bloomberg, Valuation, Investment Banking, Loans, Credit Analysis
Education
Ohio University 2001 — 2006
BBA, Finance, Economics
jim brisk jim brisk's Morgan Stanley Experience September 1992 - August 1999
Job Advisor
Industry Investment Management
Experience
Brisk Investment Strategies February 2009 - Present
UBS September 1999 - January 2009
Morgan Stanley September 1992 - August 1999
Education
Ohio Wesleyan University
Brisk Investment Strategies February 2009 - Present
UBS September 1999 - January 2009
Morgan Stanley September 1992 - August 1999
Education
Ohio Wesleyan University
Pamela Edgemon's Morgan Stanley Experience 1998 - 2002
Job Listed Rule 31 Civil Law Mediator
Industry Legal Services
Experience
Hughes & Associates Insurance Co. October 2013 - December 2013
Kodiak Manufacturing Co. March 2012 - June 2013
Morgan Stanley 1998 - 2002
TN Dept of Safety 1987 - 1995
Fillauer & Wilson, Attorneys at Law 1973 - 1987
Skills
Training, Human Resources, Management, Payroll, Accounting, Microsoft Excel, Interviews, Mediation, Sales, Civil Litigation, Nonprofits, Legal Research, Public Speaking, Litigation, Bookkeeping, Legal Writing, Dispute Resolution, Microsoft Office, Research, Policy
Education
Nova Southeastern University 2002 — 2003
BS, Business Professional Management
Hughes & Associates Insurance Co. October 2013 - December 2013
Kodiak Manufacturing Co. March 2012 - June 2013
Morgan Stanley 1998 - 2002
TN Dept of Safety 1987 - 1995
Fillauer & Wilson, Attorneys at Law 1973 - 1987
Skills
Training, Human Resources, Management, Payroll, Accounting, Microsoft Excel, Interviews, Mediation, Sales, Civil Litigation, Nonprofits, Legal Research, Public Speaking, Litigation, Bookkeeping, Legal Writing, Dispute Resolution, Microsoft Office, Research, Policy
Education
Nova Southeastern University 2002 — 2003
BS, Business Professional Management
Patricia A Holden Patricia A Holden's Morgan Stanley Experience April 2005 - July 2006
Job Financial Administrator
Industry Real Estate
Experience
Patricia A Holden 2011 - Present
Smith Barney March 2007 - April 2009
Barnes & Noble September 2006 - February 2007
Morgan Stanley April 2005 - July 2006
State Legislative Leaders Foundation 1993 - 2001
Skills
Bookkeeping, QuickBooks, Office Administration, Microsoft Excel, Microsoft Office, Superior Client Service, Securities, Finance, Budgets, Payroll, Employee Benefits, Nonprofits, Accounts Payable, Financial Reporting, Accounts Receivable, Client Services, Customer Service, Budgeting, Microsoft Word
Education
Leonia High School
Ohio University
Patricia A Holden 2011 - Present
Smith Barney March 2007 - April 2009
Barnes & Noble September 2006 - February 2007
Morgan Stanley April 2005 - July 2006
State Legislative Leaders Foundation 1993 - 2001
Skills
Bookkeeping, QuickBooks, Office Administration, Microsoft Excel, Microsoft Office, Superior Client Service, Securities, Finance, Budgets, Payroll, Employee Benefits, Nonprofits, Accounts Payable, Financial Reporting, Accounts Receivable, Client Services, Customer Service, Budgeting, Microsoft Word
Education
Leonia High School
Ohio University
Andrew Templeton Murdoch's Morgan Stanley Experience December 2000 - June 2002
Job President at Somerset Wealth Stratgies
Industry Financial Services
Experience
Multistream Capital July 2015 - Present
Somerset Securities June 2014 - Present
Somerset Wealth Strategies June 2004 - Present
Raymond James June 2004 - October 2012
Jackson National Life June 2002 - July 2004
Morgan Stanley December 2000 - June 2002
Skills
Finance, Securities, Financial Advisory, Business Analysis, Investments, Mergers & Acquisitions, FINRA, Series 7, Portfolio Management
Education
Ohio University 1995 — 2000
Bachelor of Science, Industrial Technology
Multistream Capital July 2015 - Present
Somerset Securities June 2014 - Present
Somerset Wealth Strategies June 2004 - Present
Raymond James June 2004 - October 2012
Jackson National Life June 2002 - July 2004
Morgan Stanley December 2000 - June 2002
Skills
Finance, Securities, Financial Advisory, Business Analysis, Investments, Mergers & Acquisitions, FINRA, Series 7, Portfolio Management
Education
Ohio University 1995 — 2000
Bachelor of Science, Industrial Technology
Boris Serebrinskiy Boris Serebrinskiy's Morgan Stanley Experience July 2000 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2000 - Present
IBM April 1995 - June 2000
Draft Direct September 1994 - April 1995
Skills
SQL Server 2000-2008, DB2 UDB, MDX, OLAP/Analysis Services, JAVA/Advanced, SQL/Advanced, Datawarehouse Modeling, Business Intelligence, Columnar Databases, High Performance, High..., C#, XML, Data Warehousing, Databases, Sybase, SQL Server, Data Modeling, SQL, Business Objects, Visio, Analysis, Database Design, MS Project, Software Project..., ETL, Java, VBA, T-SQL, Access, Linux, Data Analysis, Data Warehouse..., Software Development, Team Leadership, Excel, HTML, Data Mining, .NET, Visual Basic, Database Development, Database Management, Data Integration, SOA, Microsoft SQL Server, Enterprise Architecture, Electronic Trading, DB2, Fixed Income, SDLC, Microsoft Excel
Education
Odessa State Polytechnic University 1988 — 1994
M.S. in Engineering, Nuclear Engineering & Physics / Computer Science
Morgan Stanley July 2000 - Present
IBM April 1995 - June 2000
Draft Direct September 1994 - April 1995
Skills
SQL Server 2000-2008, DB2 UDB, MDX, OLAP/Analysis Services, JAVA/Advanced, SQL/Advanced, Datawarehouse Modeling, Business Intelligence, Columnar Databases, High Performance, High..., C#, XML, Data Warehousing, Databases, Sybase, SQL Server, Data Modeling, SQL, Business Objects, Visio, Analysis, Database Design, MS Project, Software Project..., ETL, Java, VBA, T-SQL, Access, Linux, Data Analysis, Data Warehouse..., Software Development, Team Leadership, Excel, HTML, Data Mining, .NET, Visual Basic, Database Development, Database Management, Data Integration, SOA, Microsoft SQL Server, Enterprise Architecture, Electronic Trading, DB2, Fixed Income, SDLC, Microsoft Excel
Education
Odessa State Polytechnic University 1988 — 1994
M.S. in Engineering, Nuclear Engineering & Physics / Computer Science
Debbie Lupton Debbie Lupton's Morgan Stanley Experience 1977 - 1980
Job Sales Associate at Lois Schneider Realtor
Industry Real Estate
Experience
Lois Schneider Realtor March 2003 - Present
Morgan Stanley 1977 - 1980
Skills
Real Estate, Negotiation, Sellers, First Time Home Buyers, Short Sales, Buyers, Real Estate Transactions, Single Family Homes, Listings, Condos, New Home Sales, Residential Homes, Relocation, Sales, Investors, Luxury, Investment Properties, Selling, Buyer Representation, Townhomes, Property Management, ABR, Home Staging, Referrals, Relocation Buyers, Move Up Buyers, New Homes, Rentals, Real Property, Resellers, Foreclosures, Seller Representation, REO, Seniors, Corporate Relocation, Property, Real Estate Economics
Education
Ohio Wesleyan University 1972 — 1976
BS, Political Science
Summit High School 1968 — 1972
Lois Schneider Realtor March 2003 - Present
Morgan Stanley 1977 - 1980
Skills
Real Estate, Negotiation, Sellers, First Time Home Buyers, Short Sales, Buyers, Real Estate Transactions, Single Family Homes, Listings, Condos, New Home Sales, Residential Homes, Relocation, Sales, Investors, Luxury, Investment Properties, Selling, Buyer Representation, Townhomes, Property Management, ABR, Home Staging, Referrals, Relocation Buyers, Move Up Buyers, New Homes, Rentals, Real Property, Resellers, Foreclosures, Seller Representation, REO, Seniors, Corporate Relocation, Property, Real Estate Economics
Education
Ohio Wesleyan University 1972 — 1976
BS, Political Science
Summit High School 1968 — 1972
Wade Hively Wade Hively's Morgan Stanley Experience August 2011 - April 2014
Job Compliance Officer at J.P. Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Morgan Stanley August 2011 - April 2014
Nation's Health October 2010 - July 2011
Northwestern Mutual Financial Network June 2010 - February 2011
Ohio University Golf and Tennis Center April 2009 - June 2010
Ohio University Golf and Tennis Center March 2008 - April 2009
Education
Ohio University 2006 — 2010
B.A., History
JPMorgan Chase April 2014 - Present
Morgan Stanley August 2011 - April 2014
Nation's Health October 2010 - July 2011
Northwestern Mutual Financial Network June 2010 - February 2011
Ohio University Golf and Tennis Center April 2009 - June 2010
Ohio University Golf and Tennis Center March 2008 - April 2009
Education
Ohio University 2006 — 2010
B.A., History
J. Moses Becerril J. Moses Becerril's Morgan Stanley Experience December 2011 - October 2014
Job Project Manager, Tax Services Division at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions November 2014 - Present
Morgan Stanley December 2011 - October 2014
Smith Barney Citigroup October 2005 - November 2011
The ExecuSearch Group 2004 - 2005
Thomson Financial September 2003 - December 2004
Dun & Bradstreet January 2002 - August 2003
Response Insurance August 1998 - August 2000
Education
NYU School of Professional Studies 2015 — 2017
University of Denver - Daniels College of Business 2013 — 2015
Master's Degree
University of Havana 2000 — 2001
Bachelor’s Degree
Manhattanville College 1996 — 2001
Bachelor's degree
Cardinal Hayes High School 1993 — 1996
Broadridge Financial Solutions November 2014 - Present
Morgan Stanley December 2011 - October 2014
Smith Barney Citigroup October 2005 - November 2011
The ExecuSearch Group 2004 - 2005
Thomson Financial September 2003 - December 2004
Dun & Bradstreet January 2002 - August 2003
Response Insurance August 1998 - August 2000
Education
NYU School of Professional Studies 2015 — 2017
University of Denver - Daniels College of Business 2013 — 2015
Master's Degree
University of Havana 2000 — 2001
Bachelor’s Degree
Manhattanville College 1996 — 2001
Bachelor's degree
Cardinal Hayes High School 1993 — 1996
Charlie Weckman, CRC Charlie Weckman, CRC's Morgan Stanley Experience September 2001 - September 2002
Job Agent/Owner at Advantage Choice Insurance
Industry Financial Services
Experience
Advantage Choice Insurance September 2004 - Present
American Family Insurance January 2003 - August 2004
Morgan Stanley September 2001 - September 2002
DHL Worldwide Express October 1998 - September 2001
Cintas July 1996 - October 1998
Skills
Insurance, Disability Insurance, Long-term Care, Cold Calling, Sales Operations, Small Business, Selling, Employee Benefits, Fixed Annuities, Recruiting, Workers Compensation, Life Insurance
Education
Ohio University 1989 — 1993
Business
Princeton High School 1986 — 1989
Advantage Choice Insurance September 2004 - Present
American Family Insurance January 2003 - August 2004
Morgan Stanley September 2001 - September 2002
DHL Worldwide Express October 1998 - September 2001
Cintas July 1996 - October 1998
Skills
Insurance, Disability Insurance, Long-term Care, Cold Calling, Sales Operations, Small Business, Selling, Employee Benefits, Fixed Annuities, Recruiting, Workers Compensation, Life Insurance
Education
Ohio University 1989 — 1993
Business
Princeton High School 1986 — 1989
Rebecca Barber's Morgan Stanley Experience May 2007 - April 2009
Job Vice President Executive Recruiter at Citi
Industry Staffing and Recruiting
Experience
Citi June 2015 - Present
RBC Capital Markets December 2014 - May 2015
Citi February 2011 - December 2014
Citi May 2010 - February 2011
Coalesce Search November 2009 - April 2010
Morgan Stanley May 2007 - April 2009
Aquent Marketing Staffing January 2006 - May 2007
Regent University School of Business July 2002 - November 2005
Skills
Applicant Tracking..., Financial Services, Onboarding, Recruiting, Finance, Human Resources, Management, Talent Management, New Hire Orientations, Talent Acquisition, Marketing, College Recruiting, Leadership, Marketing Communications, Technical Recruiting, Market Research
Education
Regent University 2000 — 2002
Master of Business Administration, Marketing
Nyack College 1995 — 1998
BS, Business Administration
Citi June 2015 - Present
RBC Capital Markets December 2014 - May 2015
Citi February 2011 - December 2014
Citi May 2010 - February 2011
Coalesce Search November 2009 - April 2010
Morgan Stanley May 2007 - April 2009
Aquent Marketing Staffing January 2006 - May 2007
Regent University School of Business July 2002 - November 2005
Skills
Applicant Tracking..., Financial Services, Onboarding, Recruiting, Finance, Human Resources, Management, Talent Management, New Hire Orientations, Talent Acquisition, Marketing, College Recruiting, Leadership, Marketing Communications, Technical Recruiting, Market Research
Education
Regent University 2000 — 2002
Master of Business Administration, Marketing
Nyack College 1995 — 1998
BS, Business Administration
Megan Basten Megan Basten's Morgan Stanley Experience March 2011 - August 2013
Job Associate at D.A. Davidson & Co. Institutional Sales, Equity Capital Markets
Industry Financial Services
Experience
D.A. Davidson & Co. September 2013 - Present
D.A. Davidson Companies 2013 - 2014
Morgan Stanley March 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - March 2011
J.P. Morgan 1994 - 2008
Education
Ohio University 1989 — 1993
BS, Organizational Communication/English
Hudson High School
D.A. Davidson & Co. September 2013 - Present
D.A. Davidson Companies 2013 - 2014
Morgan Stanley March 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - March 2011
J.P. Morgan 1994 - 2008
Education
Ohio University 1989 — 1993
BS, Organizational Communication/English
Hudson High School
Tom Hedge Tom Hedge's Morgan Stanley Experience 2000 - 2010
Job President at HR Butler / TR Hedge & Associates
Industry Insurance
Experience
HR Butler LLC January 1984 - Present
TR Hedge & Associates June 1979 - Present
Morgan Stanley 2000 - 2010
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Strategic Planning, Sales Management, Payroll, Sales, Negotiation, Public Speaking, Management, Customer Service, Risk Management, Financial Analysis, New Business Development, Employee Relations
Education
Ohio University
Business Administration and Management, General
HR Butler LLC January 1984 - Present
TR Hedge & Associates June 1979 - Present
Morgan Stanley 2000 - 2010
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Strategic Planning, Sales Management, Payroll, Sales, Negotiation, Public Speaking, Management, Customer Service, Risk Management, Financial Analysis, New Business Development, Employee Relations
Education
Ohio University
Business Administration and Management, General
Stephen J. Xanthos's Morgan Stanley Experience June 2001 - June 2009
Job Senior Account Manager at Comrade
Industry Design
Experience
Comrade April 2012 - Present
Draftfcb April 2011 - April 2012
Wunderman November 2009 - April 2011
Morgan Stanley June 2001 - June 2009
Outpost.com January 1996 - January 2000
Skills
Interactive Advertising, Flash, InDesign, Illustrator, HTML, Photoshop, CSS, CRM, Project Management, JavaScript, Account Management, PowerPoint, Microsoft Excel, Microsoft Word, Projects, Creative Direction, Advertising, Cross-functional Team..., Strategy, Digital Media, Integrated Marketing, Social Media Marketing, User Experience, Social Media
Education
Ohio Wesleyan University 1997 — 2001
BA, Psychology, English, Politics & Government
Comrade April 2012 - Present
Draftfcb April 2011 - April 2012
Wunderman November 2009 - April 2011
Morgan Stanley June 2001 - June 2009
Outpost.com January 1996 - January 2000
Skills
Interactive Advertising, Flash, InDesign, Illustrator, HTML, Photoshop, CSS, CRM, Project Management, JavaScript, Account Management, PowerPoint, Microsoft Excel, Microsoft Word, Projects, Creative Direction, Advertising, Cross-functional Team..., Strategy, Digital Media, Integrated Marketing, Social Media Marketing, User Experience, Social Media
Education
Ohio Wesleyan University 1997 — 2001
BA, Psychology, English, Politics & Government
R. Jason Cade, ABD-Accounting, MBA, CFE, AAMS R. Jason Cade, ABD-Accounting, MBA, CFE, AAMS's Morgan Stanley Experience June 2007 - August 2008
Job Associate Dean, College of Business & Accounting Online
Industry Higher Education
Experience
Independence University June 2011 - Present
University of Charleston August 2012 - July 2015
ACFE 2010 - 2013
Mountain State University 2008 - 2013
Mountain State University August 2008 - December 2012
Ohio University September 2006 - August 2012
Morgan Stanley June 2007 - August 2008
Riley Accounting April 2003 - June 2007
Coca-Cola Enterprises August 1999 - September 2003
Skills
Accounting, Certified Fraud Examiner, Financial Risk, Course Creation, Series 7, Forensic Accounting, Asset Management, Higher Education, Curriculum Innovation, Curriculum Design, Curriculum Development, Fraud Detection, Accounting Education, Forensic Analysis, Leadership Development, Career Counseling, Student Affairs, Teaching, Enrollment Management, University Teaching, Management, Instructional Technology, Educational Technology, Data Analysis, E-Learning, Research, Program Development, Instructional Design, Adult Education, Teaching Adults, Organizational..., Resume Writing, Staff Development, College Teaching, Program Management, Differentiated..., Admissions, Academic Advising, Distance Learning, PowerPoint, Faculty Development, Courses, Academic Administration, Higher Education..., Academia, Student Development, Student Recruiting, Student Financial Aid, Career Development, Student Counseling
Education
Walden University 2012 — 2014
D.B.A., Accounting
Morehead State University 2005 — 2006
MBA, 18 Graduate Hours in Accounting
Ohio University
Bachelor of Business Administration (B.B.A.), Business Economics
Independence University June 2011 - Present
University of Charleston August 2012 - July 2015
ACFE 2010 - 2013
Mountain State University 2008 - 2013
Mountain State University August 2008 - December 2012
Ohio University September 2006 - August 2012
Morgan Stanley June 2007 - August 2008
Riley Accounting April 2003 - June 2007
Coca-Cola Enterprises August 1999 - September 2003
Skills
Accounting, Certified Fraud Examiner, Financial Risk, Course Creation, Series 7, Forensic Accounting, Asset Management, Higher Education, Curriculum Innovation, Curriculum Design, Curriculum Development, Fraud Detection, Accounting Education, Forensic Analysis, Leadership Development, Career Counseling, Student Affairs, Teaching, Enrollment Management, University Teaching, Management, Instructional Technology, Educational Technology, Data Analysis, E-Learning, Research, Program Development, Instructional Design, Adult Education, Teaching Adults, Organizational..., Resume Writing, Staff Development, College Teaching, Program Management, Differentiated..., Admissions, Academic Advising, Distance Learning, PowerPoint, Faculty Development, Courses, Academic Administration, Higher Education..., Academia, Student Development, Student Recruiting, Student Financial Aid, Career Development, Student Counseling
Education
Walden University 2012 — 2014
D.B.A., Accounting
Morehead State University 2005 — 2006
MBA, 18 Graduate Hours in Accounting
Ohio University
Bachelor of Business Administration (B.B.A.), Business Economics
Laura Burg Laura Burg's Morgan Stanley Experience July 2000 - April 2001
Job Global Head of Campus Recruiting at AB
Industry Investment Management
Experience
AB July 2015 - Present
Bernstein Research January 2015 - July 2015
Sanford C. Bernstein September 2005 - January 2015
Credit Suisse First Boston 2001 - 2005
Morgan Stanley July 2000 - April 2001
Education
Oberlin College 1996 — 1999
BA, Sociology
George School
AB July 2015 - Present
Bernstein Research January 2015 - July 2015
Sanford C. Bernstein September 2005 - January 2015
Credit Suisse First Boston 2001 - 2005
Morgan Stanley July 2000 - April 2001
Education
Oberlin College 1996 — 1999
BA, Sociology
George School
Paul Kinney CIMA Paul Kinney CIMA's Morgan Stanley Experience September 1978 - August 2005
Job Principal at The Kinney Group, LLC
Industry Financial Services
Experience
The Kinney Group, LLC September 2013 - Present
UBS August 2005 - August 2013
Morgan Stanley September 1978 - August 2005
Skills
Investment Advisory, Retirement Planning, Strategy
Education
University of Colorado Graduate School of Public Affairs 1976 — 1978
Master of Public Administration (MPA)
Occidental College 1971 — 1975
Bachelor of Arts (BA), Political Science
The Kinney Group, LLC September 2013 - Present
UBS August 2005 - August 2013
Morgan Stanley September 1978 - August 2005
Skills
Investment Advisory, Retirement Planning, Strategy
Education
University of Colorado Graduate School of Public Affairs 1976 — 1978
Master of Public Administration (MPA)
Occidental College 1971 — 1975
Bachelor of Arts (BA), Political Science
Joseph Pritchett Joseph Pritchett's Morgan Stanley Experience March 2000 - June 2003
Job Photographer
Industry Consumer Services
Experience
Manpower April 2011 - October 2014
Bronx District Attorney Office August 2006 - November 2010
AGA Marketing & Design July 2004 - July 2005
Bowne Business Solutions March 2000 - June 2003
Morgan Stanley March 2000 - June 2003
Skills
Customer Service, Outlook, Word, Excel, Microsoft Office, PowerPoint, Supervisory Skills, Problem Solving, Purchasing, Photoshop, Mentoring, Administrative..., Microsoft Word, Office Management
Education
Nyack College
Liberal Arts and Sciences, General Studies and Humanities
Manpower April 2011 - October 2014
Bronx District Attorney Office August 2006 - November 2010
AGA Marketing & Design July 2004 - July 2005
Bowne Business Solutions March 2000 - June 2003
Morgan Stanley March 2000 - June 2003
Skills
Customer Service, Outlook, Word, Excel, Microsoft Office, PowerPoint, Supervisory Skills, Problem Solving, Purchasing, Photoshop, Mentoring, Administrative..., Microsoft Word, Office Management
Education
Nyack College
Liberal Arts and Sciences, General Studies and Humanities
Andrew Gernert Andrew Gernert's Morgan Stanley Experience August 2007 - February 2008
Job Manager, Financial Analysis at OhioHealth
Industry Hospital & Health Care
Experience
OhioHealth February 2014 - Present
OhioHealth June 2013 - Present
OhioHealth October 2012 - June 2013
Sarnova January 2010 - September 2012
Sarnova March 2008 - January 2010
Morgan Stanley August 2007 - February 2008
Skills
Budgeting, Forecasting, Budgets, Financial Reporting, Financial Statements, Finance, Financial Analysis, General Ledger, Coaching
Education
Ohio Dominican University 2009 — 2012
Master, Business Administration
Otterbein College 2003 — 2007
Bachelor of Science, Business Management
OhioHealth February 2014 - Present
OhioHealth June 2013 - Present
OhioHealth October 2012 - June 2013
Sarnova January 2010 - September 2012
Sarnova March 2008 - January 2010
Morgan Stanley August 2007 - February 2008
Skills
Budgeting, Forecasting, Budgets, Financial Reporting, Financial Statements, Finance, Financial Analysis, General Ledger, Coaching
Education
Ohio Dominican University 2009 — 2012
Master, Business Administration
Otterbein College 2003 — 2007
Bachelor of Science, Business Management
David Youtz David Youtz's Morgan Stanley Experience 2000 - 2006
Job Executive Director, YaleChina Association
Industry Nonprofit Organization Management
Experience
Yale-China Association June 2015 - Present
National Committee on U.S.-China Relations July 2013 - May 2015
World Monuments Fund February 2012 - March 2013
Mother's Choice June 2007 - August 2011
Families with Children from China February 2001 - July 2007
Morgan Stanley 2000 - 2006
The Asia Society September 1997 - September 2000
Yale-China Association August 1991 - August 1997
EastWest Institute 1988 - 1991
Oberlin Shansi 1982 - 1985
Skills
Non-profits, Fundraising, Strategic Planning, Public Speaking, International Relations, Project Management, Public Policy, Editing, Marketing, Media Relations, Strategy, Program Development, Strategic Communications, Proposal Writing, Public Relations, Nonprofits
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations, China, Economics
Oberlin College 1978 — 1985
BA, Art History, Asian Studies, History
Yale-China Association June 2015 - Present
National Committee on U.S.-China Relations July 2013 - May 2015
World Monuments Fund February 2012 - March 2013
Mother's Choice June 2007 - August 2011
Families with Children from China February 2001 - July 2007
Morgan Stanley 2000 - 2006
The Asia Society September 1997 - September 2000
Yale-China Association August 1991 - August 1997
EastWest Institute 1988 - 1991
Oberlin Shansi 1982 - 1985
Skills
Non-profits, Fundraising, Strategic Planning, Public Speaking, International Relations, Project Management, Public Policy, Editing, Marketing, Media Relations, Strategy, Program Development, Strategic Communications, Proposal Writing, Public Relations, Nonprofits
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations, China, Economics
Oberlin College 1978 — 1985
BA, Art History, Asian Studies, History
Andrew Bolyard, CFP® Andrew Bolyard, CFP®'s Morgan Stanley Experience August 2004 - August 2007
Job Chief Investment Officer at The Trust Company of Virginia
Industry Financial Services
Experience
The Trust Company of Virginia April 2013 - February 2015
Ropes & Gray LLP November 2011 - December 2012
Johnson Investment Counsel August 2007 - August 2011
Morgan Stanley August 2004 - August 2007
Fifth Third Bank November 2001 - August 2004
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts
The Trust Company of Virginia April 2013 - February 2015
Ropes & Gray LLP November 2011 - December 2012
Johnson Investment Counsel August 2007 - August 2011
Morgan Stanley August 2004 - August 2007
Fifth Third Bank November 2001 - August 2004
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts
Marshal Root Marshal Root's Morgan Stanley Experience 1985 - 2004
Job Teacher at Brien McMahon High School
Industry Education Management
Experience
Brien McMahon High School August 2006 - Present
Morgan Stanley 1985 - 2004
Skills
Teaching, Leadership, Training, Information Technology, Project Management, Time Management, Program Management, Public Speaking, Business Analysis, Strategic Planning, Management, Analysis, Staff Development, Research, Risk Management
Education
Oberlin College 1981 — 1985
Brien McMahon High School August 2006 - Present
Morgan Stanley 1985 - 2004
Skills
Teaching, Leadership, Training, Information Technology, Project Management, Time Management, Program Management, Public Speaking, Business Analysis, Strategic Planning, Management, Analysis, Staff Development, Research, Risk Management
Education
Oberlin College 1981 — 1985
Scott Kamenir, CFA Scott Kamenir, CFA's Morgan Stanley Experience 1996 - 2002
Job Managing Principal at Waypoint Intelligence
Industry Investment Management
Experience
Waypoint Intelligence July 2014 - Present
PNC Capital Advisors March 2008 - June 2014
National City Corporation 2005 - March 2008
Bank One September 2003 - October 2004
Morgan Stanley 1996 - 2002
Skills
FactSet, Bloomberg Terminal, Zephyr, Fixed Income, Portfolio Management, Investments, Equities, Asset Managment, Alternative Investments, Capital Markets, Wealth Management, Asset Allocation, Equity Research, Financial Modeling, Series 7, Bloomberg, Valuation, Investment Strategies, Mutual Funds, Private Equity, Hedge Funds, Investment Advisory, Portfolio Optimization, Asset Management, Finance, Risk Management, Emerging Markets
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2002
MBA, International Finance
Ohio University 1992 — 1996
BS, Engineering
Waypoint Intelligence July 2014 - Present
PNC Capital Advisors March 2008 - June 2014
National City Corporation 2005 - March 2008
Bank One September 2003 - October 2004
Morgan Stanley 1996 - 2002
Skills
FactSet, Bloomberg Terminal, Zephyr, Fixed Income, Portfolio Management, Investments, Equities, Asset Managment, Alternative Investments, Capital Markets, Wealth Management, Asset Allocation, Equity Research, Financial Modeling, Series 7, Bloomberg, Valuation, Investment Strategies, Mutual Funds, Private Equity, Hedge Funds, Investment Advisory, Portfolio Optimization, Asset Management, Finance, Risk Management, Emerging Markets
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2002
MBA, International Finance
Ohio University 1992 — 1996
BS, Engineering
Barry Houldsworth Barry Houldsworth's Morgan Stanley Experience July 2013 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
Houldsworth Management Consulting September 2010 - Present
Skills
IT Governance, Equities, Business Intelligence, Virtualization, Program Management, Agile, Cloud Computing, Vendor Management, Collateral Management, SDLC, Business Analysis, Portfolio Management, Software Project..., Unix, PMO, Agile Methodologies, Professional Scrum..., Fixed Income, Governance, Cost Basis, Management, Financial Services, Business Requirements, Scrum, Back Office, Data Warehousing, Process Improvement, Requirements Analysis, Strategy, Project Management, Trading Systems, Requirements Gathering, Analysis, Project Delivery, Change Management, Leadership, IT Strategy, Project Portfolio..., IT Management, Business Strategy, Enterprise Architecture, Disaster Recovery, Risk Management, Business Process..., ERP
Education
Nyack College 2005 — 2007
BS
Morgan Stanley July 2013 - Present
Houldsworth Management Consulting September 2010 - Present
Skills
IT Governance, Equities, Business Intelligence, Virtualization, Program Management, Agile, Cloud Computing, Vendor Management, Collateral Management, SDLC, Business Analysis, Portfolio Management, Software Project..., Unix, PMO, Agile Methodologies, Professional Scrum..., Fixed Income, Governance, Cost Basis, Management, Financial Services, Business Requirements, Scrum, Back Office, Data Warehousing, Process Improvement, Requirements Analysis, Strategy, Project Management, Trading Systems, Requirements Gathering, Analysis, Project Delivery, Change Management, Leadership, IT Strategy, Project Portfolio..., IT Management, Business Strategy, Enterprise Architecture, Disaster Recovery, Risk Management, Business Process..., ERP
Education
Nyack College 2005 — 2007
BS
Evan Goldberg's Morgan Stanley Experience June 2015 - Present
Job Attorney
Industry Legal Services
Experience
Morgan Stanley June 2015 - Present
MeWe, Inc. March 2015 - Present
Bloomberg Law / BBNA January 2013 - May 2014
Jonathan Pollard, LLC July 2013 - November 2013
Lyons & Sanders Chartered May 2013 - September 2013
Legal Aid Service of Broward County, Inc. May 2012 - August 2012
Seeger Weiss LLP July 2009 - June 2011
U.S. House of Representatives January 2010 - August 2010
Skills
Litigation, Legal Research, Legal Writing, Litigation Support, Research, Public Speaking, Political Campaigns, Event Planning, Microsoft Office, Bloomberg Law, Consumer Law, Philanthropy, LexisNexis, Westlaw, Legal Technology, Courts, History, Politics, Government, New Business Development, Nonprofits, Bankruptcy, Mediation
Education
Nova Southeastern University—Shepard Broad Law Center
J.D., Law
Syracuse University
B.A., Maxwell School of Citizenship & Public Affairs, History & Political Science
University of Virginia
Isidore Newman School
Morgan Stanley June 2015 - Present
MeWe, Inc. March 2015 - Present
Bloomberg Law / BBNA January 2013 - May 2014
Jonathan Pollard, LLC July 2013 - November 2013
Lyons & Sanders Chartered May 2013 - September 2013
Legal Aid Service of Broward County, Inc. May 2012 - August 2012
Seeger Weiss LLP July 2009 - June 2011
U.S. House of Representatives January 2010 - August 2010
Skills
Litigation, Legal Research, Legal Writing, Litigation Support, Research, Public Speaking, Political Campaigns, Event Planning, Microsoft Office, Bloomberg Law, Consumer Law, Philanthropy, LexisNexis, Westlaw, Legal Technology, Courts, History, Politics, Government, New Business Development, Nonprofits, Bankruptcy, Mediation
Education
Nova Southeastern University—Shepard Broad Law Center
J.D., Law
Syracuse University
B.A., Maxwell School of Citizenship & Public Affairs, History & Political Science
University of Virginia
Isidore Newman School
Karthik Munugala Karthik Munugala's Morgan Stanley Experience August 2014 - August 2014
Job Student at University of Michigan
Industry
Experience
J.P. Morgan January 2015 - Present
Nexecon Consulting Group September 2013 - Present
GCM Grosvenor May 2015 - May 2015
Morgan Stanley August 2014 - August 2014
Skills
C++, Public Speaking, Teamwork, Python, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, English, Java, Data Analysis, Matlab, Strategy, Team Leadership, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Strategy
University of Michigan 2013 — 2017
Minors in Mathematics and Computer Science
Novi High School 2009 — 2013
Oakland University
J.P. Morgan January 2015 - Present
Nexecon Consulting Group September 2013 - Present
GCM Grosvenor May 2015 - May 2015
Morgan Stanley August 2014 - August 2014
Skills
C++, Public Speaking, Teamwork, Python, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, English, Java, Data Analysis, Matlab, Strategy, Team Leadership, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Strategy
University of Michigan 2013 — 2017
Minors in Mathematics and Computer Science
Novi High School 2009 — 2013
Oakland University
Vas Ljekocevic Vas Ljekocevic's Morgan Stanley Experience January 2012 - August 2012
Job Real Estate Professional at The Hecht Group
Industry Real Estate
Experience
The Hecht Group February 2013 - Present
Hecht Group Real Estate February 2011 - Present
Morgan Stanley January 2012 - August 2012
Healthfirst September 2011 - November 2011
Skills
Sales, Marketing, Real Estate Transactions, Investment Properties, Financial Analysis, Forecasting, Co-ops, Short Sales, Apartments, Leadership, Investments, Microsoft Excel, Spreadsheets, Condo Conversion, Leases, Contract Negotiation, Residential Mortgages, Financial Projection, QlikView, Access, SharePoint, Cognos, Outlook, SAP, Oracle Financial, Account Reconciliation, Pivot Tables, Financial Modeling, Legal, Finance
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
Bachelors, Finance
Oakland Community College 2006 — 2009
Associates, Business Administration
The Hecht Group February 2013 - Present
Hecht Group Real Estate February 2011 - Present
Morgan Stanley January 2012 - August 2012
Healthfirst September 2011 - November 2011
Skills
Sales, Marketing, Real Estate Transactions, Investment Properties, Financial Analysis, Forecasting, Co-ops, Short Sales, Apartments, Leadership, Investments, Microsoft Excel, Spreadsheets, Condo Conversion, Leases, Contract Negotiation, Residential Mortgages, Financial Projection, QlikView, Access, SharePoint, Cognos, Outlook, SAP, Oracle Financial, Account Reconciliation, Pivot Tables, Financial Modeling, Legal, Finance
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
Bachelors, Finance
Oakland Community College 2006 — 2009
Associates, Business Administration
Fidel S. Cuevas Fidel S. Cuevas's Morgan Stanley Experience June 2014 - November 2014
Job Senior Analyst at American Express
Industry Banking
Experience
American Express June 2015 - Present
Morgan Stanley June 2014 - November 2014
Education
NYU School of Professional Studies 2015 — 2016
Mandarin Chinese, Investment Banking, GPA: 4.0/4.0
State University of New York at Buffalo
Bachelor's degree, Economics
American Express June 2015 - Present
Morgan Stanley June 2014 - November 2014
Education
NYU School of Professional Studies 2015 — 2016
Mandarin Chinese, Investment Banking, GPA: 4.0/4.0
State University of New York at Buffalo
Bachelor's degree, Economics
Scott C. Kline Scott C. Kline's Morgan Stanley Experience March 2008 - February 2011
Job Commercial Real Estate Officer at Public Service Credit Union
Industry Banking
Experience
Public Service Credit Union August 2014 - Present
JP Morgan February 2011 - January 2014
Morgan Stanley March 2008 - February 2011
US Bank January 2000 - March 2008
Dean Witter May 1992 - January 2000
Skills
Commercial Banking, Risk Management, Private Banking, Loan Structuring, Credit, Underwriting, Loans, Wealth Management, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Asset Allocation, Mortgage Lending, Corporate Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Asset Management, Portfolio Management, Series 63, Series 7, Treasury Management, Financial Advisory, Small Business Lending, Consumer Lending, Cash Management, Credit Risk, Financial Structuring
Education
Ohio Wesleyan University 1987 — 1992
B.A., Finance/History
Summit High School- Summit, NJ
Public Service Credit Union August 2014 - Present
JP Morgan February 2011 - January 2014
Morgan Stanley March 2008 - February 2011
US Bank January 2000 - March 2008
Dean Witter May 1992 - January 2000
Skills
Commercial Banking, Risk Management, Private Banking, Loan Structuring, Credit, Underwriting, Loans, Wealth Management, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Asset Allocation, Mortgage Lending, Corporate Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Asset Management, Portfolio Management, Series 63, Series 7, Treasury Management, Financial Advisory, Small Business Lending, Consumer Lending, Cash Management, Credit Risk, Financial Structuring
Education
Ohio Wesleyan University 1987 — 1992
B.A., Finance/History
Summit High School- Summit, NJ
Benjamin J. Hanley Benjamin J. Hanley's Morgan Stanley Experience November 2014 - Present
Job Assistant Vice President, Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley September 2012 - Present
Penn Mutual August 2011 - September 2012
Skills
Wealth Management, Financial Services, Customer Service, Series 7, Series 63, Series 65, General Securities..., Leadership, Investments, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Financial Analysis, Project Management, PowerPoint, Analysis, Process Improvement, Financial Planning, Strategic Planning, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Business Analysis, Equities, Financial Modeling, Securities, Management, Risk Management, Public Speaking
Education
Ohio University 2013 — 2015
Master of Finance & Economics (M.F.E.), Business/Managerial Finance & Economics
The Ohio State University
Bachelor of Arts (B.A.), Social Sciences
Morgan Stanley November 2014 - Present
Morgan Stanley September 2012 - Present
Penn Mutual August 2011 - September 2012
Skills
Wealth Management, Financial Services, Customer Service, Series 7, Series 63, Series 65, General Securities..., Leadership, Investments, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Financial Analysis, Project Management, PowerPoint, Analysis, Process Improvement, Financial Planning, Strategic Planning, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Business Analysis, Equities, Financial Modeling, Securities, Management, Risk Management, Public Speaking
Education
Ohio University 2013 — 2015
Master of Finance & Economics (M.F.E.), Business/Managerial Finance & Economics
The Ohio State University
Bachelor of Arts (B.A.), Social Sciences
Ned Van Riper Ned Van Riper's Morgan Stanley Experience 1999 - 2003
Job Director of Recruiting at Independent Financial Partners (IFP)
Industry Financial Services
Experience
Independent Financial Partners (IFP) May 2015 - Present
Join A Firm July 2011 - Present
Finetooth Consulting March 2009 - May 2015
LPL Financial Services April 2007 - January 2009
Smith Barney 2003 - 2007
Morgan Stanley 1999 - 2003
Skills
Recruiting, Financial Advisory, Wealth Management, Investments, Small Business, Social Media Marketing, Brokers, Start-ups, Mutual Funds, Financial Services, Transition Planning, Business Growth..., New Business Generation, Retirement Planning, Alternative Investments, Business Strategy, Strategic Financial..., Financial Planning, Asset Management, Financial Advisor & RIA..., Great Dad, Finance, Asset Allocation, Investment Advisory, Management Consulting, Series 7
Education
Ohio Wesleyan University 1991 — 1995
B.A., History
Friends Academy 1988 — 1991
Independent Financial Partners (IFP) May 2015 - Present
Join A Firm July 2011 - Present
Finetooth Consulting March 2009 - May 2015
LPL Financial Services April 2007 - January 2009
Smith Barney 2003 - 2007
Morgan Stanley 1999 - 2003
Skills
Recruiting, Financial Advisory, Wealth Management, Investments, Small Business, Social Media Marketing, Brokers, Start-ups, Mutual Funds, Financial Services, Transition Planning, Business Growth..., New Business Generation, Retirement Planning, Alternative Investments, Business Strategy, Strategic Financial..., Financial Planning, Asset Management, Financial Advisor & RIA..., Great Dad, Finance, Asset Allocation, Investment Advisory, Management Consulting, Series 7
Education
Ohio Wesleyan University 1991 — 1995
B.A., History
Friends Academy 1988 — 1991
Christopher Sigmund's Morgan Stanley Experience March 1995 - Present
Job Senior Institutional Consultant/Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1995 - Present
Skills
Senior Institutional..., Investments, Asset Management, Management, Equities, Wealth Management, Financial Analysis, Finance, Securities, Portfolio Management, Marketing, Financial Services, Fixed Income, Leadership
Education
Ohio Wesleyan University 1986 — 1990
History
Morgan Stanley March 1995 - Present
Skills
Senior Institutional..., Investments, Asset Management, Management, Equities, Wealth Management, Financial Analysis, Finance, Securities, Portfolio Management, Marketing, Financial Services, Fixed Income, Leadership
Education
Ohio Wesleyan University 1986 — 1990
History
Carolyn Tarantino Carolyn Tarantino's Morgan Stanley Experience May 1989 - June 2006
Job Financial Management/Speaker/Autism Champion
Industry Financial Services
Experience
Investor Consultants, Inc. 2006 - Present
Morgan Stanley May 1989 - June 2006
First Interstate Bank 1987 - 1989
Skills
Wealth Management, Retirement Planning, Series 7, Equities, Financial/Strategic..., Investment Tactics, Lead Generation, Senior Account..., Business Alliances, Customer Relationship..., Consultative Sales..., Business Development, Built & Train High..., World Class Client..., Convincing &..., Investment Strategies, Insurance Planning, Due Diligence, Packaged Presentations, Branch Operations, Investments, Strategy, Branch Banking, Executive Management, Financial Risk
Education
Occidental College 1983 — 1987
Bachelor of Arts, Diplomacy and World Affairs
Mountain Avenue Elementary School
Investor Consultants, Inc. 2006 - Present
Morgan Stanley May 1989 - June 2006
First Interstate Bank 1987 - 1989
Skills
Wealth Management, Retirement Planning, Series 7, Equities, Financial/Strategic..., Investment Tactics, Lead Generation, Senior Account..., Business Alliances, Customer Relationship..., Consultative Sales..., Business Development, Built & Train High..., World Class Client..., Convincing &..., Investment Strategies, Insurance Planning, Due Diligence, Packaged Presentations, Branch Operations, Investments, Strategy, Branch Banking, Executive Management, Financial Risk
Education
Occidental College 1983 — 1987
Bachelor of Arts, Diplomacy and World Affairs
Mountain Avenue Elementary School
Sarah Jamgochian Evener's Morgan Stanley Experience July 2002 - Present
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Morgan Stanley Wealth Management July 2002 - January 2015
Morgan Stanley Smith Barney August 2007 - January 2011
Morgan Stanley February 2004 - August 2007
Morgan Stanley May 2003 - February 2004
Discover Card July 2002 - May 2003
Skills
Credit, Banking, Customer Service, Cash Management, Compliance, Loans, Series 7, Securities, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Investments, Credit Cards, Management
Education
University of Phoenix 2009 — 2013
Doctorate, Management and Organizational Leadership
Ohio Dominican University 2005 — 2007
MBA
The Ohio State University
Bachelor of Arts, Dual Major in Criminology and Political Science
Morgan Stanley July 2002 - Present
Morgan Stanley Wealth Management July 2002 - January 2015
Morgan Stanley Smith Barney August 2007 - January 2011
Morgan Stanley February 2004 - August 2007
Morgan Stanley May 2003 - February 2004
Discover Card July 2002 - May 2003
Skills
Credit, Banking, Customer Service, Cash Management, Compliance, Loans, Series 7, Securities, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Investments, Credit Cards, Management
Education
University of Phoenix 2009 — 2013
Doctorate, Management and Organizational Leadership
Ohio Dominican University 2005 — 2007
MBA
The Ohio State University
Bachelor of Arts, Dual Major in Criminology and Political Science
Karissa Shablesky's Morgan Stanley Experience 2014 - June 2015
Job Program Manager at The Ohio State University
Industry Higher Education
Experience
National Center for the Middle Market June 2015 - Present
Mae Atalier & Co. 2008 - Present
Morgan Stanley 2014 - June 2015
Morgan Stanley Wealth Management June 2012 - January 2015
Morgan Stanley Wealth Management December 2011 - December 2014
DASLOS - STUDIOS June 2010 - October 2010
Sodexo, INC January 2008 - May 2010
Conway Family Business Center of Central Ohio January 2006 - January 2008
Skills
Banking, Wealth Management..., Leadership, Marketing, Management, Portfolio Management, Customer Service, Investments, Loans, Sales, Social Media, Credit, Technical Support, Finance, Wealth Management, Advertising, Strategic Financial..., Securities Based Lending, Revolving Lines of..., Fixed Rate Loans, Business Accounts, Foreign Currency..., Debit Cards, Checks, Event Planning, Fundraising, Volunteerism, Private Banking, Microsoft Office, Microsoft Excel, Adobe Creative Suite, microsoft powerpoint, Adobe, Direct Client..., Client Experience, Securities Lending, Public Relations, Securities, Financial Services, Risk Management, Access, Outlook, Financial Risk, Time Management, Transactional Banking, Microsoft Word, Analysis, Public Speaking, Social Networking, PowerPoint
Education
Ohio Dominican University 2014 — 2016
Masters, Business Administration, Leadership, 3.89 on 4.0 Scale
Ohio Dominican University 2006 — 2010
Bachelor of Arts (B.A.), Public Relations; Communication Studies; Finance
National Center for the Middle Market June 2015 - Present
Mae Atalier & Co. 2008 - Present
Morgan Stanley 2014 - June 2015
Morgan Stanley Wealth Management June 2012 - January 2015
Morgan Stanley Wealth Management December 2011 - December 2014
DASLOS - STUDIOS June 2010 - October 2010
Sodexo, INC January 2008 - May 2010
Conway Family Business Center of Central Ohio January 2006 - January 2008
Skills
Banking, Wealth Management..., Leadership, Marketing, Management, Portfolio Management, Customer Service, Investments, Loans, Sales, Social Media, Credit, Technical Support, Finance, Wealth Management, Advertising, Strategic Financial..., Securities Based Lending, Revolving Lines of..., Fixed Rate Loans, Business Accounts, Foreign Currency..., Debit Cards, Checks, Event Planning, Fundraising, Volunteerism, Private Banking, Microsoft Office, Microsoft Excel, Adobe Creative Suite, microsoft powerpoint, Adobe, Direct Client..., Client Experience, Securities Lending, Public Relations, Securities, Financial Services, Risk Management, Access, Outlook, Financial Risk, Time Management, Transactional Banking, Microsoft Word, Analysis, Public Speaking, Social Networking, PowerPoint
Education
Ohio Dominican University 2014 — 2016
Masters, Business Administration, Leadership, 3.89 on 4.0 Scale
Ohio Dominican University 2006 — 2010
Bachelor of Arts (B.A.), Public Relations; Communication Studies; Finance
Robert Brune's Morgan Stanley Experience December 2009 - March 2010
Job Operations Management
Industry Financial Services
Experience
AXA US 2011 - 2014
Morgan Stanley December 2009 - March 2010
Fifth Third Bank February 2003 - November 2009
Bed Bath January 2002 - February 2004
Loews Cineplex Star Theatres February 1993 - November 2002
Skills
Coaching, Management, Budgets, Advertising, Leadership Development, Succession Planning, Customer Retention, Employee Training, Training, Recruiting, Retail Banking, Customer Service, Investments, Credit, Sales, Human Resources, Onboarding, Banking, Staff Development, Team Building, Employee Benefits, Insurance, Financial Services, New Hire Orientations, Relationship Management, Auditing, Strategic Planning, Hiring, Finance, Marketing Strategy, Process Improvement, Employee Relations, Leadership, Policy, Internal Audit, Operations Management, Sales Management, Public Speaking, Microsoft Office
Education
Oakland University
Bachelor of Science, Human Resources Management
AXA US 2011 - 2014
Morgan Stanley December 2009 - March 2010
Fifth Third Bank February 2003 - November 2009
Bed Bath January 2002 - February 2004
Loews Cineplex Star Theatres February 1993 - November 2002
Skills
Coaching, Management, Budgets, Advertising, Leadership Development, Succession Planning, Customer Retention, Employee Training, Training, Recruiting, Retail Banking, Customer Service, Investments, Credit, Sales, Human Resources, Onboarding, Banking, Staff Development, Team Building, Employee Benefits, Insurance, Financial Services, New Hire Orientations, Relationship Management, Auditing, Strategic Planning, Hiring, Finance, Marketing Strategy, Process Improvement, Employee Relations, Leadership, Policy, Internal Audit, Operations Management, Sales Management, Public Speaking, Microsoft Office
Education
Oakland University
Bachelor of Science, Human Resources Management
Rachel Feferman's Morgan Stanley Experience February 2001 - April 2003
Job Deep expertise in Benefits | Passionate about client outcomes | Experienced Advisor Relations lead
Industry Information Technology and Services
Experience
Businessolver July 2013 - Present
Xerox May 2009 - June 2013
Everest Group September 2005 - April 2009
Morgan Stanley February 2001 - April 2003
Skills
Business Transformation, BPO, Management Consulting, Outsourcing, Business Process..., Strategy, Offshoring, Vendor Management, Change Management, Organizational Design, Business Process, IT Outsourcing, IT Strategy, Program Management, Shared Services, Acquisition Integration, Consulting, Professional Services, Management, Process Improvement, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
Master of Business Administration (MBA)
Occidental College 1996 — 2000
Hotchkiss school 1990 — 1996
Businessolver July 2013 - Present
Xerox May 2009 - June 2013
Everest Group September 2005 - April 2009
Morgan Stanley February 2001 - April 2003
Skills
Business Transformation, BPO, Management Consulting, Outsourcing, Business Process..., Strategy, Offshoring, Vendor Management, Change Management, Organizational Design, Business Process, IT Outsourcing, IT Strategy, Program Management, Shared Services, Acquisition Integration, Consulting, Professional Services, Management, Process Improvement, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
Master of Business Administration (MBA)
Occidental College 1996 — 2000
Hotchkiss school 1990 — 1996
Kristina Hilber Kristina Hilber's Morgan Stanley Experience May 2005 - October 2005
Job Financial Analyst at General Motors
Industry Automotive
Experience
General Motors April 2009 - Present
General Motors December 2007 - April 2009
Flagstar Bank June 2007 - December 2007
Flagstar Bank July 2006 - June 2007
Quicken Loans January 2006 - June 2006
Morgan Stanley May 2005 - October 2005
Standard Federal Bank July 2002 - July 2004
Skills
Variance Analysis, Forecasting, Financial Analysis, Hyperion Enterprise, Essbase, Financial Forecasting, Financial Reporting, Corporate Finance, Sarbanes-Oxley Act, Finance, Internal Controls, Managerial Finance, Cash Flow Forecasting, Process Improvement, PowerPoint, Microsoft Excel, Automotive, Banking, Mortgage Lending, Budgets, Analysis, Competitive Analysis, Manufacturing
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance, General
Oakland University 2000 — 2005
Bachelor of Science (B.S.), Finance
General Motors April 2009 - Present
General Motors December 2007 - April 2009
Flagstar Bank June 2007 - December 2007
Flagstar Bank July 2006 - June 2007
Quicken Loans January 2006 - June 2006
Morgan Stanley May 2005 - October 2005
Standard Federal Bank July 2002 - July 2004
Skills
Variance Analysis, Forecasting, Financial Analysis, Hyperion Enterprise, Essbase, Financial Forecasting, Financial Reporting, Corporate Finance, Sarbanes-Oxley Act, Finance, Internal Controls, Managerial Finance, Cash Flow Forecasting, Process Improvement, PowerPoint, Microsoft Excel, Automotive, Banking, Mortgage Lending, Budgets, Analysis, Competitive Analysis, Manufacturing
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance, General
Oakland University 2000 — 2005
Bachelor of Science (B.S.), Finance
Brad Yaskowitz's Morgan Stanley Experience February 2013 - Present
Job Client Facing AAA and Online Applications at Morgan Stanley
Industry Market Research
Experience
Morgan Stanley February 2013 - Present
Parker Hannifin January 2012 - November 2012
World Wide Marketing October 2011 - November 2011
Jackie O's June 2010 - August 2011
Buffalo Wild Wings May 2008 - September 2010
Soccer Center August 2005 - February 2009
Skills
PowerPoint, Customer Service, Time Management, Microsoft Office, Management, Sales, Microsoft Excel, Microsoft Word, Data Analysis, Social Networking, Teamwork, Social Media, Public Speaking, Market Research, Editing
Education
Ohio University
Bachelor's degree, Organizational Communication
Morgan Stanley February 2013 - Present
Parker Hannifin January 2012 - November 2012
World Wide Marketing October 2011 - November 2011
Jackie O's June 2010 - August 2011
Buffalo Wild Wings May 2008 - September 2010
Soccer Center August 2005 - February 2009
Skills
PowerPoint, Customer Service, Time Management, Microsoft Office, Management, Sales, Microsoft Excel, Microsoft Word, Data Analysis, Social Networking, Teamwork, Social Media, Public Speaking, Market Research, Editing
Education
Ohio University
Bachelor's degree, Organizational Communication
Brad Wright Brad Wright's Morgan Stanley Experience 2006 - 2008
Job Owner at Source2Hire
Industry Staffing and Recruiting
Experience
Source2Hire February 2015 - Present
The Guardian Life Insurance Company of America August 2012 - February 2015
The Hartford June 2011 - August 2012
Source2Hire January 2008 - June 2011
Morgan Stanley 2006 - 2008
Foresters 2000 - 2006
UtiliCorp Energy Solutions 1998 - 2000
Skills
Strategic Sourcing, Applicant Tracking..., Recruiting, Sourcing, Human Resources, Sales Recruitment, Talent Acquisition, Temporary Placement, Project Management, Sales, Networking, Financial Services, Hiring, Training, Interviews, Onboarding, Leadership, Management, Building Relationships, Employee Benefits, Strategic Planning, Benefits Negotiation, Vendor Management, Performance Management, Executive Search, Contract Recruitment, Talent Management, College Recruiting, Employee Engagement, Internet Recruiting, Personnel Management, Executive Sales..., Employee Relations, Technical Recruiting, Finance, Succession Planning, Consulting
Education
Ohio University 1992 — 1996
Bachelor of Science (B.S.)
St. C.
Source2Hire February 2015 - Present
The Guardian Life Insurance Company of America August 2012 - February 2015
The Hartford June 2011 - August 2012
Source2Hire January 2008 - June 2011
Morgan Stanley 2006 - 2008
Foresters 2000 - 2006
UtiliCorp Energy Solutions 1998 - 2000
Skills
Strategic Sourcing, Applicant Tracking..., Recruiting, Sourcing, Human Resources, Sales Recruitment, Talent Acquisition, Temporary Placement, Project Management, Sales, Networking, Financial Services, Hiring, Training, Interviews, Onboarding, Leadership, Management, Building Relationships, Employee Benefits, Strategic Planning, Benefits Negotiation, Vendor Management, Performance Management, Executive Search, Contract Recruitment, Talent Management, College Recruiting, Employee Engagement, Internet Recruiting, Personnel Management, Executive Sales..., Employee Relations, Technical Recruiting, Finance, Succession Planning, Consulting
Education
Ohio University 1992 — 1996
Bachelor of Science (B.S.)
St. C.
Michelle Brillhart's Morgan Stanley Experience September 2001 - December 2006
Job Financial Services Professional at Registered Investment Advisor
Industry Financial Services
Experience
Registered Investment Advisor June 2013 - Present
Morgan Stanley Smith Barney January 2010 - December 2012
Morgan Stanley Smith Barney January 2006 - December 2009
Morgan Stanley September 2001 - December 2006
Morgan Stanley January 1996 - August 2001
Morgan Stanley January 1992 - December 1996
Morgan Stanley October 1988 - December 1992
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Securities, Wealth Management..., Investment Strategies, Financial Services, Asset Management, Financial Advisory, Portfolio Management, Equities
Education
Oakland University 1989 — 1993
Bachelor of Arts, English and Journalism
Registered Investment Advisor June 2013 - Present
Morgan Stanley Smith Barney January 2010 - December 2012
Morgan Stanley Smith Barney January 2006 - December 2009
Morgan Stanley September 2001 - December 2006
Morgan Stanley January 1996 - August 2001
Morgan Stanley January 1992 - December 1996
Morgan Stanley October 1988 - December 1992
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Securities, Wealth Management..., Investment Strategies, Financial Services, Asset Management, Financial Advisory, Portfolio Management, Equities
Education
Oakland University 1989 — 1993
Bachelor of Arts, English and Journalism
Brad Gifford Brad Gifford's Morgan Stanley Experience January 1996 - September 2002
Job Business Professional, Free Agent
Industry Marketing and Advertising
Experience
DME February 2014 - March 2014
Gifford Financial, LLC July 2009 - January 2014
Compass Point Research and Trading LLC December 2009 - December 2010
RidgeWorth Capital Management January 2005 - June 2009
Harrington Insurance Agency September 2002 - December 2004
Morgan Stanley January 1996 - September 2002
Skills
Finance, Investments, Sales, Securities, Selling, Mutual Funds, Financial Planners, Insurance, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Banking, Series 7, Series 63, Marketing Strategy, SaaS, PURLs, Web Marketing, Direct Mail, Digital Printing
Education
University of Mississippi 1991 — 1995
Bachelor of Science, Business Administration; Marketing; Finance and Accounting
University of Mississippi - School of Business Administration 1991 — 1995
Bachelors of Business Administration, Marketing
Oglethorpe University 2006 — 2008
Financial Planning, Finance, General
SPARKS Training 2005 — 2008
Accredited Retirement Plan Consultant, Retirement Planning
The Baylor School 1989 — 1991
General
DME February 2014 - March 2014
Gifford Financial, LLC July 2009 - January 2014
Compass Point Research and Trading LLC December 2009 - December 2010
RidgeWorth Capital Management January 2005 - June 2009
Harrington Insurance Agency September 2002 - December 2004
Morgan Stanley January 1996 - September 2002
Skills
Finance, Investments, Sales, Securities, Selling, Mutual Funds, Financial Planners, Insurance, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Banking, Series 7, Series 63, Marketing Strategy, SaaS, PURLs, Web Marketing, Direct Mail, Digital Printing
Education
University of Mississippi 1991 — 1995
Bachelor of Science, Business Administration; Marketing; Finance and Accounting
University of Mississippi - School of Business Administration 1991 — 1995
Bachelors of Business Administration, Marketing
Oglethorpe University 2006 — 2008
Financial Planning, Finance, General
SPARKS Training 2005 — 2008
Accredited Retirement Plan Consultant, Retirement Planning
The Baylor School 1989 — 1991
General
Vonda Nemire Vonda Nemire's Morgan Stanley Experience August 2009 - September 2011
Job Corporate Recruiter at Fannie Mae
Industry Banking
Experience
Fannie Mae July 2013 - Present
Fannie Mae September 2011 - July 2013
Morgan Stanley August 2009 - September 2011
The RightThing Inc an ADP company January 2006 - June 2009
Aon Consulting November 1996 - September 2005
Skills
Full-cycle Recruiting, Talent Acquisition, Sourcing, Internet Recruiting, Technical Recruiting, Talent Management, Interviews, Recruiting, Human Resources, Leadership, Screening
Education
Ohio Northern University
BSBA, Marketing
Fannie Mae July 2013 - Present
Fannie Mae September 2011 - July 2013
Morgan Stanley August 2009 - September 2011
The RightThing Inc an ADP company January 2006 - June 2009
Aon Consulting November 1996 - September 2005
Skills
Full-cycle Recruiting, Talent Acquisition, Sourcing, Internet Recruiting, Technical Recruiting, Talent Management, Interviews, Recruiting, Human Resources, Leadership, Screening
Education
Ohio Northern University
BSBA, Marketing
Maureen Dodd Maureen Dodd's Morgan Stanley Experience August 2007 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Pitney Bowes July 2006 - September 2006
National City Mortgage June 2005 - September 2005
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Series 7
Education
Ohio University 2003 — 2007
Finance
Morgan Stanley August 2007 - Present
Pitney Bowes July 2006 - September 2006
National City Mortgage June 2005 - September 2005
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Series 7
Education
Ohio University 2003 — 2007
Finance
Don Warner Don Warner's Morgan Stanley Experience 2006 - 2008
Job Senior Project Manager Treasury
Industry Financial Services
Experience
AIG April 2014 - Present
TT LLC October 2009 - November 2013
Ketch Recruiting August 2008 - September 2010
LakeFront Data Ventures 2008 - 2008
Morgan Stanley 2006 - 2008
Westbrook Global Partners January 2001 - September 2006
ABB Financial Services 1991 - 1998
Chase Manhattan Bank 1981 - 1988
Skills
Business Analysis, Translation, New Business Development, Management Consulting, Market Research, Operations Management, Account Management, Sales, Management, Recruiting, International Business, Customer Service, Leadership, Marketing
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Political Science and Government
AIG April 2014 - Present
TT LLC October 2009 - November 2013
Ketch Recruiting August 2008 - September 2010
LakeFront Data Ventures 2008 - 2008
Morgan Stanley 2006 - 2008
Westbrook Global Partners January 2001 - September 2006
ABB Financial Services 1991 - 1998
Chase Manhattan Bank 1981 - 1988
Skills
Business Analysis, Translation, New Business Development, Management Consulting, Market Research, Operations Management, Account Management, Sales, Management, Recruiting, International Business, Customer Service, Leadership, Marketing
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Political Science and Government
Anthony Rosato Anthony Rosato's Morgan Stanley Experience March 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Chautauqua Airlines September 2009 - February 2012
Target Corporation July 2004 - August 2009
Ohio Wesleyan University September 2008 - May 2009
Dublin Chamber of Commerce September 2007 - December 2007
Skills
Building Relationships, Customer Relations, Technical Recruiting, Customer Service, Sales, Microsoft Office, Fundraising, Public Speaking, Social Media
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts, Economics; Management Concentration
Morgan Stanley March 2012 - Present
Chautauqua Airlines September 2009 - February 2012
Target Corporation July 2004 - August 2009
Ohio Wesleyan University September 2008 - May 2009
Dublin Chamber of Commerce September 2007 - December 2007
Skills
Building Relationships, Customer Relations, Technical Recruiting, Customer Service, Sales, Microsoft Office, Fundraising, Public Speaking, Social Media
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts, Economics; Management Concentration
Alison Nicklin Shuman Alison Nicklin Shuman's Morgan Stanley Experience 1990 - 1993
Job Managing Partner at aerial51UAV
Industry Internet
Experience
aerial51UAV January 2014 - Present
Appraisal IQ LLC July 2008 - Present
2U 2013 - 2015
Movero Technology February 2008 - June 2008
Datran Media February 2006 - February 2008
MissionCritical Group 2002 - 2006
Metromedia Fiber Network 2000 - 2001
Sony 1993 - 2000
Morgan Stanley 1990 - 1993
Skills
MS Project, Business Process..., Visio, Microsoft Word, Vendor Relationships, Leadership, Business Analysis, Data Analysis, CRM, Project Management, Team Leadership, Cross-functional Team..., Strategic Planning, Management, Program Management, Sales, Strategy, Consulting, Salesforce.com
Education
Oberlin College 1986 — 1990
Bachelor's degree, Chemistry
North Carolina School of Science and Mathematics 1983 — 1985
aerial51UAV January 2014 - Present
Appraisal IQ LLC July 2008 - Present
2U 2013 - 2015
Movero Technology February 2008 - June 2008
Datran Media February 2006 - February 2008
MissionCritical Group 2002 - 2006
Metromedia Fiber Network 2000 - 2001
Sony 1993 - 2000
Morgan Stanley 1990 - 1993
Skills
MS Project, Business Process..., Visio, Microsoft Word, Vendor Relationships, Leadership, Business Analysis, Data Analysis, CRM, Project Management, Team Leadership, Cross-functional Team..., Strategic Planning, Management, Program Management, Sales, Strategy, Consulting, Salesforce.com
Education
Oberlin College 1986 — 1990
Bachelor's degree, Chemistry
North Carolina School of Science and Mathematics 1983 — 1985
Monique Wolvekamp Monique Wolvekamp's Morgan Stanley Experience 2000 - 2001
Job Partner at donedeal
Industry Financial Services
Experience
GMM NV 2012 - Present
donedeal 2002 - Present
GMM NV 2008 - 2012
Patrona Pharma 2006 - 2008
Energyst 2002 - 2006
Goldman Sachs 2001 - 2002
Morgan Stanley 2000 - 2001
KPMG 1991 - 1999
Skills
Strategy, Finance, Business Strategy, Managerial Finance, Restructuring, Auditing, Management Consulting, Change Management, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Process Improvement, Consolidation, Cash Flow, Financial Modeling, Accounting, Operations Management, Due Diligence, Internal Financial..., Business Process..., Business Planning, Risk Management, IFRS, Financial Audits, Corporate Finance, Information Management, Company Assessment
Education
Nyenrode University 1991 — 1999
OSG JC de Glopper 1985 — 1991
GMM NV 2012 - Present
donedeal 2002 - Present
GMM NV 2008 - 2012
Patrona Pharma 2006 - 2008
Energyst 2002 - 2006
Goldman Sachs 2001 - 2002
Morgan Stanley 2000 - 2001
KPMG 1991 - 1999
Skills
Strategy, Finance, Business Strategy, Managerial Finance, Restructuring, Auditing, Management Consulting, Change Management, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Process Improvement, Consolidation, Cash Flow, Financial Modeling, Accounting, Operations Management, Due Diligence, Internal Financial..., Business Process..., Business Planning, Risk Management, IFRS, Financial Audits, Corporate Finance, Information Management, Company Assessment
Education
Nyenrode University 1991 — 1999
OSG JC de Glopper 1985 — 1991
Brendon Planz Brendon Planz's Morgan Stanley Experience 1997 - 1998
Job Owner at B with the E LLC.
Industry Wireless
Experience
B with the E LLC. July 2006 - Present
IRIS TV 1998 - Present
IRIS Promotions 1998 - Present
Verizon Cellular Sales December 2003 - April 2013
Wells Real Estate Funds 2000 - 2001
Teligent 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Customer Satisfaction, Wireless, Direct Sales, Sales Process, Cold Calling, B2B, Solution Selling, Sales Management, Sales, Account Management, New Business Development, Telecommunications, Business Development, Social Networking, Social Media Marketing, Management, Networking, Customer Retention, Mobile Devices, Selling, Small Business, Strategy, Lead Generation, Customer Service, Salesforce.com, Marketing
Education
Oglethorpe University 1999 — 2004
MBA, Business
Siena College 1992 — 1996
B.S Finance, Business
Garden City High School 1988 — 1992
Diploma, Science
B with the E LLC. July 2006 - Present
IRIS TV 1998 - Present
IRIS Promotions 1998 - Present
Verizon Cellular Sales December 2003 - April 2013
Wells Real Estate Funds 2000 - 2001
Teligent 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Customer Satisfaction, Wireless, Direct Sales, Sales Process, Cold Calling, B2B, Solution Selling, Sales Management, Sales, Account Management, New Business Development, Telecommunications, Business Development, Social Networking, Social Media Marketing, Management, Networking, Customer Retention, Mobile Devices, Selling, Small Business, Strategy, Lead Generation, Customer Service, Salesforce.com, Marketing
Education
Oglethorpe University 1999 — 2004
MBA, Business
Siena College 1992 — 1996
B.S Finance, Business
Garden City High School 1988 — 1992
Diploma, Science
Brent Lilly, CRPC's Morgan Stanley Experience August 2015 - Present
Job Complex Risk Officer
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Merrill Lynch January 2014 - August 2015
Merrill Lynch January 2002 - December 2013
Merrill Lynch December 2000 - December 2001
Skills
Risk Management, Internal Controls, Military, Portfolio Management, Retirement Planning, Asset Managment, Investments, Negotiation, Analysis, Team Building, Public Speaking, Business Development, Financial Statements, Financial Risk, Equities, Financial Advisory, Financial Analysis, Training, Mutual Funds, Leadership, Investment Advisory, Data Analysis, Managerial Finance, Program Management, Business Analysis, Auditing, Customer Service, Process Improvement, Microsoft Excel, Valuation, Series 7, Financial Reporting, Securities, Banking, Business Planning, Risk Assessment, Microsoft Office, Strategic Planning, Management, Project Planning, Budgets, Accounting, Strategic Financial..., Team Leadership, Finance, Strategy, Insurance, Operations Management, Series 63, Business Strategy
Education
University of New Orleans 2009 — 2010
MBA, Business Administration
Oakland University 1991 — 1995
Business, Finance
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor (CRPC)
Royal Oak Shrine 1986 — 1990
Diploma, College Preparatory
Morgan Stanley August 2015 - Present
Merrill Lynch January 2014 - August 2015
Merrill Lynch January 2002 - December 2013
Merrill Lynch December 2000 - December 2001
Skills
Risk Management, Internal Controls, Military, Portfolio Management, Retirement Planning, Asset Managment, Investments, Negotiation, Analysis, Team Building, Public Speaking, Business Development, Financial Statements, Financial Risk, Equities, Financial Advisory, Financial Analysis, Training, Mutual Funds, Leadership, Investment Advisory, Data Analysis, Managerial Finance, Program Management, Business Analysis, Auditing, Customer Service, Process Improvement, Microsoft Excel, Valuation, Series 7, Financial Reporting, Securities, Banking, Business Planning, Risk Assessment, Microsoft Office, Strategic Planning, Management, Project Planning, Budgets, Accounting, Strategic Financial..., Team Leadership, Finance, Strategy, Insurance, Operations Management, Series 63, Business Strategy
Education
University of New Orleans 2009 — 2010
MBA, Business Administration
Oakland University 1991 — 1995
Business, Finance
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor (CRPC)
Royal Oak Shrine 1986 — 1990
Diploma, College Preparatory
Ilana Fried Ilana Fried's Morgan Stanley Experience September 2008 - July 2013
Job Graduate Student at NYUWagner
Industry Nonprofit Organization Management
Experience
Jewish Foundation for Education of Women (JFEW) September 2014 - May 2015
New York City Council June 2014 - September 2014
Morgan Stanley September 2008 - July 2013
Skills
Conference Coordination, Vendor Relations, Customer Service, Public Policy, Program Evaluation, Non-profit Program..., Legislative Research, Management, Leadership, Event Planning, Email Marketing, Microsoft Excel, Research, Social Media
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
Master's Degree, Masters of Public Administration
University of Maryland College Park 2004 — 2008
BS, Education
Jewish Foundation for Education of Women (JFEW) September 2014 - May 2015
New York City Council June 2014 - September 2014
Morgan Stanley September 2008 - July 2013
Skills
Conference Coordination, Vendor Relations, Customer Service, Public Policy, Program Evaluation, Non-profit Program..., Legislative Research, Management, Leadership, Event Planning, Email Marketing, Microsoft Excel, Research, Social Media
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
Master's Degree, Masters of Public Administration
University of Maryland College Park 2004 — 2008
BS, Education
Kelly S. Cullen Kelly S. Cullen's Morgan Stanley Experience May 2015 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management November 2012 - Present
JPMorgan Chase February 2011 - November 2012
Chase Bank June 2006 - February 2011
Chase Bank January 2003 - June 2006
Skills
Series 7, Uniform Combined State..., Life, Investments, Finance, Banking, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Financial Services, Relationship Management, Financial Planning
Education
Oakland University 2005 — 2007
Bachelor of Arts, Political Science
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management November 2012 - Present
JPMorgan Chase February 2011 - November 2012
Chase Bank June 2006 - February 2011
Chase Bank January 2003 - June 2006
Skills
Series 7, Uniform Combined State..., Life, Investments, Finance, Banking, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Financial Services, Relationship Management, Financial Planning
Education
Oakland University 2005 — 2007
Bachelor of Arts, Political Science
Christopher Denholm's Morgan Stanley Experience 2007 - 2011
Job Partner at Objective Capital Management
Industry Investment Management
Experience
Objective Capital Management January 2011 - Present
Morgan Stanley 2007 - 2011
UBS Wealth Management 2005 - 2007
Merrill Lynch 2002 - 2005
Education
Ohio University 1997 — 2002
Walsh Jesuit High School 1993 — 1997
Objective Capital Management January 2011 - Present
Morgan Stanley 2007 - 2011
UBS Wealth Management 2005 - 2007
Merrill Lynch 2002 - 2005
Education
Ohio University 1997 — 2002
Walsh Jesuit High School 1993 — 1997
Nicole Waldeck-Shoda's Morgan Stanley Experience July 2000 - May 2003
Job Seasoned HR representative
Industry Human Resources
Experience
Fairview Park Preschool August 2014 - Present
Charter One, now Citizens Bank May 2007 - December 2007
Charter One, now Citizens Bank May 2006 - May 2007
Charter One, now Citizens Bank November 2003 - May 2006
Morgan Stanley July 2000 - May 2003
Skills
Applicant Tracking..., Customer Service, Recruiting, Human Resources, Onboarding, Interviews, HRIS, Leadership, Employee Benefits, Training, Employee Relations, Talent Acquisition
Education
Ohio University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Ohio University 1993 — 1997
Bachelor's degree, Organizational Communication, General
Fairview Park Preschool August 2014 - Present
Charter One, now Citizens Bank May 2007 - December 2007
Charter One, now Citizens Bank May 2006 - May 2007
Charter One, now Citizens Bank November 2003 - May 2006
Morgan Stanley July 2000 - May 2003
Skills
Applicant Tracking..., Customer Service, Recruiting, Human Resources, Onboarding, Interviews, HRIS, Leadership, Employee Benefits, Training, Employee Relations, Talent Acquisition
Education
Ohio University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Ohio University 1993 — 1997
Bachelor's degree, Organizational Communication, General
Anika Powell's Morgan Stanley Experience July 2011 - Present
Job Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Morgan Stanley June 2004 - July 2011
Education
Oakwood College 1999 — 2003
Morgan Stanley July 2011 - Present
Morgan Stanley June 2004 - July 2011
Education
Oakwood College 1999 — 2003
Erika Phipps's Morgan Stanley Experience December 2006 - October 2007
Job Employee Relations Advisor AIG
Industry Financial Services
Experience
AIG January 2014 - Present
AIG May 2011 - December 2013
AIG June 2010 - May 2011
Chartis November 2009 - June 2010
NYC School Construction Authority July 2009 - September 2009
AIG September 2008 - October 2008
NYC School Construction Authority July 2008 - September 2008
Bowne March 2008 - April 2008
Morgan Stanley December 2006 - October 2007
Morgan Stanley December 2005 - December 2006
Skills
Investments, Employee Relations, Recruiting, Human Resources, Leadership, Management, Analysis, Interviews, Outlook, Financial Services
Education
Walden University 2005 — 2007
M.B.A, Human Resources
Oakwood College 1985 — 1989
B.S, Business Management
AIG January 2014 - Present
AIG May 2011 - December 2013
AIG June 2010 - May 2011
Chartis November 2009 - June 2010
NYC School Construction Authority July 2009 - September 2009
AIG September 2008 - October 2008
NYC School Construction Authority July 2008 - September 2008
Bowne March 2008 - April 2008
Morgan Stanley December 2006 - October 2007
Morgan Stanley December 2005 - December 2006
Skills
Investments, Employee Relations, Recruiting, Human Resources, Leadership, Management, Analysis, Interviews, Outlook, Financial Services
Education
Walden University 2005 — 2007
M.B.A, Human Resources
Oakwood College 1985 — 1989
B.S, Business Management
Jonathan Woods's Morgan Stanley Experience May 2007 - May 2015
Job Chief Investment Officer
Industry Financial Services
Experience
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
Cameron Bellestri's Morgan Stanley Experience September 2001 - December 2002
Job Client Relationship Manager at Member Driven Technologies
Industry Information Technology and Services
Experience
Member Driven Technologies April 2012 - Present
PSCU Financial Services February 2011 - April 2012
Pfizer July 2007 - April 2009
Pfizer Pharmaceuticals July 2007 - April 2009
Financial Products & Services - Michigan November 2005 - July 2007
BestSource Credit Union November 2003 - July 2007
BestSource Credit Union September 2003 - June 2007
Financial Products - Midwest November 2003 - November 2005
MarketSource Corporation (Nokia) January 2003 - October 2003
Morgan Stanley September 2001 - December 2002
Skills
Sales Operations, B2B, Sales, Process Improvement, Management, Banking, Customer Service, Strategic Planning, CRM, Team Building, Sales Management, Vendor Management, Marketing, Account Management, Sales Process, Training
Education
Baker College 2002 — 2003
Bachelor of Business Administration (BA)
Walsh College of Accountancy and Business Administration 2000 — 2002
Business Administration and Management, General
Oakland Community College
Member Driven Technologies April 2012 - Present
PSCU Financial Services February 2011 - April 2012
Pfizer July 2007 - April 2009
Pfizer Pharmaceuticals July 2007 - April 2009
Financial Products & Services - Michigan November 2005 - July 2007
BestSource Credit Union November 2003 - July 2007
BestSource Credit Union September 2003 - June 2007
Financial Products - Midwest November 2003 - November 2005
MarketSource Corporation (Nokia) January 2003 - October 2003
Morgan Stanley September 2001 - December 2002
Skills
Sales Operations, B2B, Sales, Process Improvement, Management, Banking, Customer Service, Strategic Planning, CRM, Team Building, Sales Management, Vendor Management, Marketing, Account Management, Sales Process, Training
Education
Baker College 2002 — 2003
Bachelor of Business Administration (BA)
Walsh College of Accountancy and Business Administration 2000 — 2002
Business Administration and Management, General
Oakland Community College
David Bazzoli's Morgan Stanley Experience December 2014 - Present
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
JPMorgan Chase April 2011 - December 2014
Chase Investment Services Corp. September 2009 - March 2011
AXA Advisors December 2007 - September 2009
AXA Advisors July 2007 - November 2007
The Financial Strategies Group, Inc. January 2006 - May 2007
Indoor Environment Communications, LLC April 2002 - December 2005
Skills
Financial Analysis, Investments, Portfolio Management, Series 7, Strategic Financial..., Mutual Funds, Analysis, Financial Modeling, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Management, Investment Strategies, Budgets, Program Management, Accounting, Access, Training, Trading, Securities, CRM, Negotiation, Compliance, Surveillance, Operational Risk
Education
The Ohio State University Fisher College of Business 1997 — 2001
Bachelors of Science, Finance
Ohio Wesleyan University 1996 — 1997
Columbus Academy 1992 — 1996
Morgan Stanley December 2014 - Present
JPMorgan Chase April 2011 - December 2014
Chase Investment Services Corp. September 2009 - March 2011
AXA Advisors December 2007 - September 2009
AXA Advisors July 2007 - November 2007
The Financial Strategies Group, Inc. January 2006 - May 2007
Indoor Environment Communications, LLC April 2002 - December 2005
Skills
Financial Analysis, Investments, Portfolio Management, Series 7, Strategic Financial..., Mutual Funds, Analysis, Financial Modeling, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Management, Investment Strategies, Budgets, Program Management, Accounting, Access, Training, Trading, Securities, CRM, Negotiation, Compliance, Surveillance, Operational Risk
Education
The Ohio State University Fisher College of Business 1997 — 2001
Bachelors of Science, Finance
Ohio Wesleyan University 1996 — 1997
Columbus Academy 1992 — 1996
Wally Theado's Morgan Stanley Experience July 2006 - February 2008
Job Portfolio Manager at JP Morgan
Industry Investment Banking
Experience
JP Morgan February 2008 - Present
Morgan Stanley July 2006 - February 2008
Education
Ohio University 2008 — 2009
Master of Financial Economics
Otterbein University 2001 — 2006
JP Morgan February 2008 - Present
Morgan Stanley July 2006 - February 2008
Education
Ohio University 2008 — 2009
Master of Financial Economics
Otterbein University 2001 — 2006
Brian Kwiatkowski,CFP's Morgan Stanley Experience August 1999 - March 2001
Job Vice PresidentSr.Financial Consultant
Industry Financial Services
Experience
Charles Schwab August 2009 - Present
Raymond James Financial 2004 - July 2009
Morgan Stanley August 1999 - March 2001
Army National Guard January 1995 - December 2000
US Army August 1992 - December 1994
Education
College of Financial Planning 2008 — 2009
CFP, Financial Planning
Ohio University 1996 — 1999
Bachelors of Arts, Economics
Charles Schwab August 2009 - Present
Raymond James Financial 2004 - July 2009
Morgan Stanley August 1999 - March 2001
Army National Guard January 1995 - December 2000
US Army August 1992 - December 1994
Education
College of Financial Planning 2008 — 2009
CFP, Financial Planning
Ohio University 1996 — 1999
Bachelors of Arts, Economics
Jennifer Bancroft's Morgan Stanley Experience April 1999 - December 1999
Job Relationship Manager/NotforProfit Administrator
Industry Nonprofit Organization Management
Experience
Mount Kisco Child Care Center March 2013 - Present
William Raveis September 2007 - Present
Warburg Realty April 2003 - June 2007
MassMutual Financial Group January 2000 - November 2001
Morgan Stanley April 1999 - December 1999
Morgan Stanley April 1998 - April 1999
Morgan Stanley October 1995 - March 1998
Uniglobal Pension Planning, Inc. September 1994 - September 1995
Skills
Leadership, Nonprofits, Marketing, Fundraising, Public Relations, Public Speaking, Social Media, Strategic Planning, Volunteer Management, Event Planning, Community Outreach, Management, Social Media Marketing, Budgets, Project Management, Sales
Education
Ohio University 1989 — 1993
Bachelor's degree, Political Science and Government
Mount Kisco Child Care Center March 2013 - Present
William Raveis September 2007 - Present
Warburg Realty April 2003 - June 2007
MassMutual Financial Group January 2000 - November 2001
Morgan Stanley April 1999 - December 1999
Morgan Stanley April 1998 - April 1999
Morgan Stanley October 1995 - March 1998
Uniglobal Pension Planning, Inc. September 1994 - September 1995
Skills
Leadership, Nonprofits, Marketing, Fundraising, Public Relations, Public Speaking, Social Media, Strategic Planning, Volunteer Management, Event Planning, Community Outreach, Management, Social Media Marketing, Budgets, Project Management, Sales
Education
Ohio University 1989 — 1993
Bachelor's degree, Political Science and Government
Stephen Walker, MBA's Morgan Stanley Experience August 2007 - April 2011
Job AVP, Capital Plan / CCAR PMO Senior Program Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank March 2015 - Present
Huntington National Bank September 2012 - March 2015
Limited Brands March 2011 - November 2012
Morgan Stanley August 2007 - April 2011
Goodyear Tire & Rubber Company November 2002 - April 2007
Tire Kingdom June 2000 - October 2002
Skills
Process Improvement, Access, Accounting, Leadership, Management, Project Management, Inventory Management, Auditing, Finance, Internal Audit, Analysis, SAP
Education
Ohio Dominican University 2007 — 2009
Master's of Business Administration (MBA), Business Administration
Ohio Dominican University 2003 — 2007
Bachelor, BA of Business Administration
Huntington National Bank March 2015 - Present
Huntington National Bank September 2012 - March 2015
Limited Brands March 2011 - November 2012
Morgan Stanley August 2007 - April 2011
Goodyear Tire & Rubber Company November 2002 - April 2007
Tire Kingdom June 2000 - October 2002
Skills
Process Improvement, Access, Accounting, Leadership, Management, Project Management, Inventory Management, Auditing, Finance, Internal Audit, Analysis, SAP
Education
Ohio Dominican University 2007 — 2009
Master's of Business Administration (MBA), Business Administration
Ohio Dominican University 2003 — 2007
Bachelor, BA of Business Administration
Jane Parsley's Morgan Stanley Experience October 1997 - January 2006
Job Professional Associate at PricewaterhouseCoopers
Industry Real Estate
Experience
Altus Group April 2009 - Present
Morgan Stanley October 1997 - January 2006
Education
Oglethorpe University
Altus Group April 2009 - Present
Morgan Stanley October 1997 - January 2006
Education
Oglethorpe University
Georgette Stump's Morgan Stanley Experience June 2006 - January 2008
Job Customer Service at TOP USA
Industry Financial Services
Experience
TOP USA July 2009 - Present
Morgan Stanley June 2006 - January 2008
2Checkout.com August 2004 - October 2005
Qwest Communications 2004 - 2005
Education
Ohio University 1994 — 1995
Theater
TOP USA July 2009 - Present
Morgan Stanley June 2006 - January 2008
2Checkout.com August 2004 - October 2005
Qwest Communications 2004 - 2005
Education
Ohio University 1994 — 1995
Theater
John Sobol's Morgan Stanley Experience 1986 - 2012
Job Consultant at Promontory Financial Group, LLC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 2013 - Present
Promontory Financial Group, LLC May 2012 - December 2012
Morgan Stanley 1986 - 2012
Education
Oberlin College
B.A., Mathematics, minor in Computer Science
Palmetto Senior High School
University of St. Andrews
Computer Science
The Depository Trust & Clearing Corporation June 2013 - Present
Promontory Financial Group, LLC May 2012 - December 2012
Morgan Stanley 1986 - 2012
Education
Oberlin College
B.A., Mathematics, minor in Computer Science
Palmetto Senior High School
University of St. Andrews
Computer Science
Oleg Yampolsky's Morgan Stanley Experience December 2005 - February 2007
Job Senior Consultant at Ontario Ministry of Education
Industry Financial Services
Experience
Ontario Ministry of Education December 2013 - Present
BlackBerry January 2013 - December 2013
TD January 2012 - January 2013
RBC Dexia Investor Services October 2010 - January 2012
FirstCoverage October 2007 - October 2010
BMO February 2007 - November 2007
Morgan Stanley December 2005 - February 2007
Touchpoint March 2005 - December 2005
Skills
XML, Java Enterprise Edition, Agile Methodologies, JavaScript, Spring, Web Services, Tomcat, Oracle, SQL, UML, Ant, Java, SDLC, Hibernate, Subversion, Eclipse, JDBC, Requirements Analysis, JUnit, Microsoft SQL Server, Web Applications, Design Patterns, Object Oriented Design, JBoss Application Server, Spring Framework
Education
Odessa State Polytechnic University 1984 — 2000
Ontario Ministry of Education December 2013 - Present
BlackBerry January 2013 - December 2013
TD January 2012 - January 2013
RBC Dexia Investor Services October 2010 - January 2012
FirstCoverage October 2007 - October 2010
BMO February 2007 - November 2007
Morgan Stanley December 2005 - February 2007
Touchpoint March 2005 - December 2005
Skills
XML, Java Enterprise Edition, Agile Methodologies, JavaScript, Spring, Web Services, Tomcat, Oracle, SQL, UML, Ant, Java, SDLC, Hibernate, Subversion, Eclipse, JDBC, Requirements Analysis, JUnit, Microsoft SQL Server, Web Applications, Design Patterns, Object Oriented Design, JBoss Application Server, Spring Framework
Education
Odessa State Polytechnic University 1984 — 2000
Nicola Pariseau's Morgan Stanley Experience April 2007 - January 2008
Job Wealth Management Specialist, Registered Marketing and Client Relationship Associate at Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Thomas Silberstein's Morgan Stanley Experience February 1995 - August 2002
Job CoFounder at New Road Capital Partners, LLC
Industry Financial Services
Experience
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - May 2013
Citadel Investment Group April 2010 - September 2011
ICP Capital June 2009 - March 2010
The Seaport Group November 2007 - June 2009
Countrywide Securities Corporation September 2005 - September 2007
Deutsche Bank Securities April 2004 - April 2005
RBS Greenwich Capital August 2002 - April 2004
Morgan Stanley February 1995 - August 2002
Credit Suisse First Boston August 1986 - February 1995
Skills
Structured Products, Fixed Income, Bonds, Capital Markets, MBS, Asset Managment, Structured Finance, ABS, Asset Management, Securities, Bloomberg, Financial Services, Finance, Equities, Trading, Hedge Funds, Investment Banking
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
Oberlin College 1974 — 1978
BA, Economics and Mathematics
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - May 2013
Citadel Investment Group April 2010 - September 2011
ICP Capital June 2009 - March 2010
The Seaport Group November 2007 - June 2009
Countrywide Securities Corporation September 2005 - September 2007
Deutsche Bank Securities April 2004 - April 2005
RBS Greenwich Capital August 2002 - April 2004
Morgan Stanley February 1995 - August 2002
Credit Suisse First Boston August 1986 - February 1995
Skills
Structured Products, Fixed Income, Bonds, Capital Markets, MBS, Asset Managment, Structured Finance, ABS, Asset Management, Securities, Bloomberg, Financial Services, Finance, Equities, Trading, Hedge Funds, Investment Banking
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
Oberlin College 1974 — 1978
BA, Economics and Mathematics
Derek Ketel's Morgan Stanley Experience February 2001 - February 2003
Job Wholesaler at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. January 2011 - Present
Advisors Asset Management, Inc. July 2009 - December 2010
X Shares Securities LLC October 2006 - April 2008
Allstate Distributors, LLC September 2004 - June 2006
Allstate Distributors, LLC October 2003 - September 2004
Morgan Stanley February 2001 - February 2003
Gary Lang Auto Group November 1999 - February 2001
Jennings Chevrolet July 1997 - November 1999
WKEF-TV / NBC 22 July 1995 - May 1997
Hammerhead Productions June 1989 - July 1995
Skills
ETFs, Financial Planning, Alternative Investments, Insurance, SMA, Asset Management, Mutual Funds, Annuities, Retirement Planning, Fixed Income, Investment Advisory, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed..., Consultative Selling, Wholesaling, Asset Managment, Fixed Annuities, Series 63, Financial Services, Retirement, 401k, FINRA, Series 7, Financial Advisory, Variable Annuities, Investments, Series 65
Education
Ohio University 1990 — 1994
Bachelors, Communications
Glenbrook South 1986 — 1990
Advisors Asset Management, Inc. January 2011 - Present
Advisors Asset Management, Inc. July 2009 - December 2010
X Shares Securities LLC October 2006 - April 2008
Allstate Distributors, LLC September 2004 - June 2006
Allstate Distributors, LLC October 2003 - September 2004
Morgan Stanley February 2001 - February 2003
Gary Lang Auto Group November 1999 - February 2001
Jennings Chevrolet July 1997 - November 1999
WKEF-TV / NBC 22 July 1995 - May 1997
Hammerhead Productions June 1989 - July 1995
Skills
ETFs, Financial Planning, Alternative Investments, Insurance, SMA, Asset Management, Mutual Funds, Annuities, Retirement Planning, Fixed Income, Investment Advisory, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed..., Consultative Selling, Wholesaling, Asset Managment, Fixed Annuities, Series 63, Financial Services, Retirement, 401k, FINRA, Series 7, Financial Advisory, Variable Annuities, Investments, Series 65
Education
Ohio University 1990 — 1994
Bachelors, Communications
Glenbrook South 1986 — 1990
Nadia Shayhet's Morgan Stanley Experience August 2003 - March 2008
Job Senior Programmer Analyst at EmblemHealth
Industry Financial Services
Experience
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
Jonathan Rubinfeld's Morgan Stanley Experience 2003 - 2003
Job J.D. Candidate, Southwestern Law School
Industry Real Estate
Experience
Private January 2010 - Present
Hilton November 2006 - July 2009
Harvey & Company LLC May 2006 - August 2006
Occidental College August 2004 - May 2006
Morgan Stanley 2003 - 2003
Skills
Strategy, Strategic Planning, Customer Service, Project Management, Analysis, Management, Social Media, Leadership, Social Media Marketing, Microsoft Excel
Education
Southwestern Law School 2011 — 2015
Doctor of Law (JD)
Southwestern University School of Law
Occidental College 2002 — 2006
Private January 2010 - Present
Hilton November 2006 - July 2009
Harvey & Company LLC May 2006 - August 2006
Occidental College August 2004 - May 2006
Morgan Stanley 2003 - 2003
Skills
Strategy, Strategic Planning, Customer Service, Project Management, Analysis, Management, Social Media, Leadership, Social Media Marketing, Microsoft Excel
Education
Southwestern Law School 2011 — 2015
Doctor of Law (JD)
Southwestern University School of Law
Occidental College 2002 — 2006
Shane Berkelaar's Morgan Stanley Experience July 2007 - July 2008
Job Business Relationship Manager II Santander Bank
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
JPMorgan Chase July 2008 - September 2014
Morgan Stanley July 2007 - July 2008
Cosumer Mortgage Services, Inc. December 1996 - July 2007
Skills
Credit, Loans, Mortgage Lending, Sales, Credit Analysis, Cash Management, Time Management, Small Business, Treasury Management, Customer Service, Finance, Financial Analysis, Branch Banking, Public Speaking, Account Management, New Business Development, Relationship Management, Small Business Lending, Commercial Lending, Banking, Consumer Lending, Loan Origination, Commercial Banking, Lines Of Credit, Cross Selling, Business Analysis, Mortgage Banking, Credit Cards, Retail Banking, Credit Risk, Risk Management, SBA, Deposits, Merchant Services, Asset Based Lending, Home Equity Loans, Analysis, AML, KYC, Operational Risk, Commercial Mortgages, Leadership, Underwriting, Portfolio Management, Sales Management, Management, Residential Mortgages, Refinance
Education
Ocean County College 2005 — 2007
Santander Bank, N.A. September 2014 - Present
JPMorgan Chase July 2008 - September 2014
Morgan Stanley July 2007 - July 2008
Cosumer Mortgage Services, Inc. December 1996 - July 2007
Skills
Credit, Loans, Mortgage Lending, Sales, Credit Analysis, Cash Management, Time Management, Small Business, Treasury Management, Customer Service, Finance, Financial Analysis, Branch Banking, Public Speaking, Account Management, New Business Development, Relationship Management, Small Business Lending, Commercial Lending, Banking, Consumer Lending, Loan Origination, Commercial Banking, Lines Of Credit, Cross Selling, Business Analysis, Mortgage Banking, Credit Cards, Retail Banking, Credit Risk, Risk Management, SBA, Deposits, Merchant Services, Asset Based Lending, Home Equity Loans, Analysis, AML, KYC, Operational Risk, Commercial Mortgages, Leadership, Underwriting, Portfolio Management, Sales Management, Management, Residential Mortgages, Refinance
Education
Ocean County College 2005 — 2007
Thomas Harlan's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Goldman Sachs April 2007 - January 2015
Education
London School of Economics and Political Science 2000 — 2001
Master of Science, Information Systems
Ohio University 1993 — 1997
Bachelor of Business Administration, Accounting and Finance
Morgan Stanley January 2015 - Present
Goldman Sachs April 2007 - January 2015
Education
London School of Economics and Political Science 2000 — 2001
Master of Science, Information Systems
Ohio University 1993 — 1997
Bachelor of Business Administration, Accounting and Finance
Scott Mayo's Morgan Stanley Experience August 2013 - Present
Job Fixed Income Division (FID): Client Information & Control at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley December 2011 - August 2013
Morgan Stanley April 2008 - November 2011
Morgan Stanley September 2003 - March 2008
Skills
Banking, Risk Management, Fixed Income, Business Analysis, Financial Services, Project Management, Vendor Management, Capital Markets
Education
Nova Southeastern University
Business Administration
Morgan Stanley August 2013 - Present
Morgan Stanley December 2011 - August 2013
Morgan Stanley April 2008 - November 2011
Morgan Stanley September 2003 - March 2008
Skills
Banking, Risk Management, Fixed Income, Business Analysis, Financial Services, Project Management, Vendor Management, Capital Markets
Education
Nova Southeastern University
Business Administration
Jim Fagan's Morgan Stanley Experience May 2002 - May 2006
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Barbara Bayliss's Morgan Stanley Experience June 1989 - July 1997
Job Financial Services Professional
Industry Financial Services
Experience
Harvard Management Company November 2008 - December 2010
CIBC World Markets April 2005 - August 2008
Doris Duke Charitable Foundation July 1997 - April 2005
Morgan Stanley June 1989 - July 1997
Skills
Budgets, Analysis, Management, Nonprofits
Education
Ohio University 1963 — 1967
Liberal Arts
Ohio University
Liberal Arts
Harvard Management Company November 2008 - December 2010
CIBC World Markets April 2005 - August 2008
Doris Duke Charitable Foundation July 1997 - April 2005
Morgan Stanley June 1989 - July 1997
Skills
Budgets, Analysis, Management, Nonprofits
Education
Ohio University 1963 — 1967
Liberal Arts
Ohio University
Liberal Arts
Michael Brannigan's Morgan Stanley Experience 2001 - 2005
Job Mid Market Sales Manager, North America
Industry Information Technology and Services
Experience
Currently seeking new opportunities December 2013 - Present
Netwrix Corporation March 2013 - November 2013
VistaOne Corporation 2012 - 2013
Softchoice 2005 - 2011
Morgan Stanley 2001 - 2005
Tiara Networks 2000 - 2001
Visual Networks 2000 - 2000
3Com 1995 - 1999
Skills
Virtualization, Networking, Application Performance..., Storage, WAN Optimization, Sales Management, Direct Sales, Salesforce.com, Selling, WAN Optimisation, Sales Operations, Data Center
Education
Ohio University 1980 — 1984
Bachelors Degree, Business Information Systems
Currently seeking new opportunities December 2013 - Present
Netwrix Corporation March 2013 - November 2013
VistaOne Corporation 2012 - 2013
Softchoice 2005 - 2011
Morgan Stanley 2001 - 2005
Tiara Networks 2000 - 2001
Visual Networks 2000 - 2000
3Com 1995 - 1999
Skills
Virtualization, Networking, Application Performance..., Storage, WAN Optimization, Sales Management, Direct Sales, Salesforce.com, Selling, WAN Optimisation, Sales Operations, Data Center
Education
Ohio University 1980 — 1984
Bachelors Degree, Business Information Systems
Brian Siegmund's Morgan Stanley Experience 2005 - 2006
Job Sales Executive at KeyMark Inc
Industry Computer Software
Experience
KeyMark April 2015 - Present
KeyMark, Inc. January 2014 - April 2015
CASNET October 2011 - December 2013
Hyland Software October 2006 - October 2011
Morgan Stanley 2005 - 2006
Dillards 2002 - 2005
Skills
Channel, Channel Partners, Resellers, OnBase, Customer Relations, Business Process..., Business Process Mapping, Business Process..., Business Process..., ECMp, CDIA, Microsoft Office..., Microsoft Office, Enterprise Content..., Document Imaging, Document Management, Solution Selling, Enterprise Software, SaaS, CRM, Business Development, Professional Services, Cloud Computing, Partner Management, Software Industry, Management, Business Process, SharePoint, Process Improvement, Business Strategy, Sales Presentations, Solution Architecture, Process Management, Document Capture, B2B, Strategic Partnerships
Education
Ohio University 1997 — 2002
B.S., Human & Consumer Sciences
KeyMark April 2015 - Present
KeyMark, Inc. January 2014 - April 2015
CASNET October 2011 - December 2013
Hyland Software October 2006 - October 2011
Morgan Stanley 2005 - 2006
Dillards 2002 - 2005
Skills
Channel, Channel Partners, Resellers, OnBase, Customer Relations, Business Process..., Business Process Mapping, Business Process..., Business Process..., ECMp, CDIA, Microsoft Office..., Microsoft Office, Enterprise Content..., Document Imaging, Document Management, Solution Selling, Enterprise Software, SaaS, CRM, Business Development, Professional Services, Cloud Computing, Partner Management, Software Industry, Management, Business Process, SharePoint, Process Improvement, Business Strategy, Sales Presentations, Solution Architecture, Process Management, Document Capture, B2B, Strategic Partnerships
Education
Ohio University 1997 — 2002
B.S., Human & Consumer Sciences
Jeff Millard's Morgan Stanley Experience December 2009 - January 2012
Job Evercore
Industry Investment Banking
Experience
AdSemble February 2015 - June 2015
Tesla Motors September 2014 - November 2014
UBS Wealth Management March 2012 - May 2013
Morgan Stanley December 2009 - January 2012
Morgan Stanley Smith Barney June 2006 - December 2008
Bank of America January 2005 - March 2006
Skills
Series 63, FINRA, Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Fixed Income, Portfolio Management, Management, Public Speaking, Team Building, Customer Service, Project Management, Social Networking
Education
St. John's College, Nottingham
Theology for Ministry, Theology
Cadiz High School
Nyack College
In Progress, Business/Psychology
AdSemble February 2015 - June 2015
Tesla Motors September 2014 - November 2014
UBS Wealth Management March 2012 - May 2013
Morgan Stanley December 2009 - January 2012
Morgan Stanley Smith Barney June 2006 - December 2008
Bank of America January 2005 - March 2006
Skills
Series 63, FINRA, Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Fixed Income, Portfolio Management, Management, Public Speaking, Team Building, Customer Service, Project Management, Social Networking
Education
St. John's College, Nottingham
Theology for Ministry, Theology
Cadiz High School
Nyack College
In Progress, Business/Psychology
David S. Sivel CFP's Morgan Stanley Experience June 1998 - April 2000
Job Senior Director Team Leader at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2015 - Present
Wilmington Trust January 2008 - March 2015
Sivel Asset Mangement April 2000 - November 2008
Morgan Stanley June 1998 - April 2000
Merrrill Lynch December 1993 - August 1998
Skills
Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory, Fiduciary Services, Wealth, Risk Management, Small Business, Finance, Tax, Employee Benefits, Retirement Planning, Financial Advisory, Management, Wealth Management..., Estate Planning
Education
The American College 2010 — 2011
Financial Planning, Finance and Financial Management Services
Ohio University 1985 — 1989
BA Business, Management Information Systems, General
BNY Mellon Wealth Management March 2015 - Present
Wilmington Trust January 2008 - March 2015
Sivel Asset Mangement April 2000 - November 2008
Morgan Stanley June 1998 - April 2000
Merrrill Lynch December 1993 - August 1998
Skills
Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory, Fiduciary Services, Wealth, Risk Management, Small Business, Finance, Tax, Employee Benefits, Retirement Planning, Financial Advisory, Management, Wealth Management..., Estate Planning
Education
The American College 2010 — 2011
Financial Planning, Finance and Financial Management Services
Ohio University 1985 — 1989
BA Business, Management Information Systems, General
Vlad Goncharuk's Morgan Stanley Experience March 2011 - November 2011
Job Director, Info Mgmt at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
Greg Karolewski's Morgan Stanley Experience September 2008 - April 2009
Job VP AMER Head of Credit, Securitized Products Trade Floor Support and Trade Processing at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Barclays Wealth August 2009 - February 2010
Morgan Stanley September 2008 - April 2009
Citigroup February 2007 - September 2008
Citigroup August 2005 - February 2007
Bristol-Myers Squibb February 2001 - August 2005
BASF September 1999 - February 2001
Skills
Fixed Income, Electronic Trading, Market Data, Series 7, Trading Systems, Derivatives, Investment Banking, Series 63, Trading, Management, Credit Derivatives, Credit, SQL
Education
Rider University 2003 — 2009
Finance
Ocean County College 1996 — 1999
Associates, Computer Science
Barclays Capital February 2010 - Present
Barclays Wealth August 2009 - February 2010
Morgan Stanley September 2008 - April 2009
Citigroup February 2007 - September 2008
Citigroup August 2005 - February 2007
Bristol-Myers Squibb February 2001 - August 2005
BASF September 1999 - February 2001
Skills
Fixed Income, Electronic Trading, Market Data, Series 7, Trading Systems, Derivatives, Investment Banking, Series 63, Trading, Management, Credit Derivatives, Credit, SQL
Education
Rider University 2003 — 2009
Finance
Ocean County College 1996 — 1999
Associates, Computer Science
Ella Zborovskaya's Morgan Stanley Experience April 2005 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2005 - Present
ABN AMRO 2001 - 2005
ING November 1998 - May 2001
UNICEF September 1995 - November 1998
Skills
Data Modeling, SQL, Spring, Web Services, Software Development, Unix, Sybase, ETL, Requirements Analysis, Data Warehousing, Business Intelligence, Agile Methodologies, SDLC, Trading Systems, Java Enterprise Edition, Enterprise Architecture, Software Project..., Business Analysis, Perl
Education
Odessa National 'I.I. Mecnikov' University
High school
Morgan Stanley April 2005 - Present
ABN AMRO 2001 - 2005
ING November 1998 - May 2001
UNICEF September 1995 - November 1998
Skills
Data Modeling, SQL, Spring, Web Services, Software Development, Unix, Sybase, ETL, Requirements Analysis, Data Warehousing, Business Intelligence, Agile Methodologies, SDLC, Trading Systems, Java Enterprise Edition, Enterprise Architecture, Software Project..., Business Analysis, Perl
Education
Odessa National 'I.I. Mecnikov' University
High school
Deanna Lindlow's Morgan Stanley Experience May 2001 - June 2009
Job Senior Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2009 - Present
Credit Suisse June 2009 - November 2009
Morgan Stanley May 2001 - June 2009
Jillians Restaurant Inc April 1998 - May 2001
Skills
Training, Management, Accounting, Customer Service, Securities, Mutual Funds, Leadership, Financial Services, Finance, Banking, Administrative...
Education
Ohio Dominican University 2003 — 2005
Bachelor’s Degree, Business
Wells Fargo Advisors, LLC November 2009 - Present
Credit Suisse June 2009 - November 2009
Morgan Stanley May 2001 - June 2009
Jillians Restaurant Inc April 1998 - May 2001
Skills
Training, Management, Accounting, Customer Service, Securities, Mutual Funds, Leadership, Financial Services, Finance, Banking, Administrative...
Education
Ohio Dominican University 2003 — 2005
Bachelor’s Degree, Business
Jacob Krecic's Morgan Stanley Experience May 1998 - March 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley May 1998 - March 2008
Morgan Stanley Dean Witter May 1997 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Equities, Financial Services, Insurance, Fixed Income, Finance
Education
Ohio Northern University
BA, Finance
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley May 1998 - March 2008
Morgan Stanley Dean Witter May 1997 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Equities, Financial Services, Insurance, Fixed Income, Finance
Education
Ohio Northern University
BA, Finance
Ben Adebona's Morgan Stanley Experience 2010 - Present
Job Employee at Sun Trading LLC
Industry Financial Services
Experience
Sun Trading LLC 2014 - Present
Morgan Stanley 2010 - Present
Bloomberg 2008 - 2010
T-Mobile UK 2005 - 2007
Hewlett-Packard 2001 - 2005
Skills
Business Analysis, Unix Shell Scripting, SQL, Trading Systems, Unix, Solaris, Market Data, ITIL, Sybase
Education
Obafemi Awolowo University
Sun Trading LLC 2014 - Present
Morgan Stanley 2010 - Present
Bloomberg 2008 - 2010
T-Mobile UK 2005 - 2007
Hewlett-Packard 2001 - 2005
Skills
Business Analysis, Unix Shell Scripting, SQL, Trading Systems, Unix, Solaris, Market Data, ITIL, Sybase
Education
Obafemi Awolowo University
Earl Wolverton's Morgan Stanley Experience April 2010 - August 2010
Job Associate Reporting Engineer at QED Financial Systems, Inc.
Industry Financial Services
Experience
QED Financial Systems, Inc. March 2012 - Present
Morgan Stanley April 2010 - August 2010
Consider It Done, Inc June 2009 - August 2009
Ocean County College October 2008 - June 2009
Starin Corporation May 2005 - June 2009
Skills
Microsoft Office, Financial Analysis, PowerPoint, Excel, Word, Access, Customer Service, Process Improvement, Risk Management, Analysis, Visio, Microsoft Excel, Microsoft Word, SQL, Outlook, Business Analysis, Finance, Data Analysis
Education
Rowan University 2009 — 2011
BS, Finance, Finance
Ocean County College 2007 — 2009
QED Financial Systems, Inc. March 2012 - Present
Morgan Stanley April 2010 - August 2010
Consider It Done, Inc June 2009 - August 2009
Ocean County College October 2008 - June 2009
Starin Corporation May 2005 - June 2009
Skills
Microsoft Office, Financial Analysis, PowerPoint, Excel, Word, Access, Customer Service, Process Improvement, Risk Management, Analysis, Visio, Microsoft Excel, Microsoft Word, SQL, Outlook, Business Analysis, Finance, Data Analysis
Education
Rowan University 2009 — 2011
BS, Finance, Finance
Ocean County College 2007 — 2009
Sofya Radinovsky's Morgan Stanley Experience December 1997 - Present
Job Software Developer/Project Leader
Industry Financial Services
Experience
Morgan Stanley December 1997 - Present
Skills
Equities, Business Analysis, Risk Management, Fixed Income, Portfolio Management, Financial Services, Securities, Vendor Management, Requirements Analysis, Trading Systems, SDLC, Asset Management, SQL, IT Strategy, Software Project..., DB2, COBOL, Requirements Gathering, Project Management, Software Development, Integration, Testing, Trading
Education
Odessa National 'I.I. Mecnikov' University
Master's Degree, Applied Mathematics
Morgan Stanley December 1997 - Present
Skills
Equities, Business Analysis, Risk Management, Fixed Income, Portfolio Management, Financial Services, Securities, Vendor Management, Requirements Analysis, Trading Systems, SDLC, Asset Management, SQL, IT Strategy, Software Project..., DB2, COBOL, Requirements Gathering, Project Management, Software Development, Integration, Testing, Trading
Education
Odessa National 'I.I. Mecnikov' University
Master's Degree, Applied Mathematics
Roman Terentiev's Morgan Stanley Experience November 2012 - January 2013
Job Senior Financial Analyst
Industry Semiconductors
Experience
Intel Corporation 2015 - Present
Intel Corporation June 2014 - September 2014
Morgan Stanley November 2012 - January 2013
Morgan Stanley August 2011 - November 2012
Pace Global Energy Services June 2010 - July 2010
Skills
Statistics, Econometrics, Stata, Derivatives, Research, Loans, Microsoft Excel, Data Analysis, Economics, Finance, Financial Modeling, Valuation, Management, Financial Analysis, Risk Management
Education
University of California, Davis - Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Oberlin College 2007 — 2011
B.A., Mathematical Economics
Intel Corporation 2015 - Present
Intel Corporation June 2014 - September 2014
Morgan Stanley November 2012 - January 2013
Morgan Stanley August 2011 - November 2012
Pace Global Energy Services June 2010 - July 2010
Skills
Statistics, Econometrics, Stata, Derivatives, Research, Loans, Microsoft Excel, Data Analysis, Economics, Finance, Financial Modeling, Valuation, Management, Financial Analysis, Risk Management
Education
University of California, Davis - Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Oberlin College 2007 — 2011
B.A., Mathematical Economics
Rodrigue Eustache's Morgan Stanley Experience November 1999 - February 2001
Job Vice President, Sr Branch Manager at HSBC Bank USA, N.A
Industry Banking
Experience
HSBC Bank USA, N.A February 2001 - Present
Morgan Stanley November 1999 - February 2001
Citibank N.A August 1988 - November 1999
Skills
Retail Banking, Banking, Portfolio Management, Financial Planning, Sales Recruitement, Client Relationship..., International Relations, Intercultural..., Intercultural Skills, Cultural Diversity, Plan Execution, Leading Change, Business Development
Education
Nova Southeastern University 1995 — 1997
Master of Business Administration (M.B.A.), International Business
HSBC Bank USA, N.A February 2001 - Present
Morgan Stanley November 1999 - February 2001
Citibank N.A August 1988 - November 1999
Skills
Retail Banking, Banking, Portfolio Management, Financial Planning, Sales Recruitement, Client Relationship..., International Relations, Intercultural..., Intercultural Skills, Cultural Diversity, Plan Execution, Leading Change, Business Development
Education
Nova Southeastern University 1995 — 1997
Master of Business Administration (M.B.A.), International Business
Michael Kathary's Morgan Stanley Experience January 2013 - April 2013
Job Relocation Specialist at Citi Habitats
Industry Financial Services
Experience
Citi Habitats September 2014 - Present
KADA Property Management December 2009 - May 2014
Morgan Stanley January 2013 - April 2013
McCloy Financial Services May 2012 - August 2012
Wedgewood Country Club May 2009 - September 2009
Skills
Management, Accounts Payable, Finance, Office Management, Leases, Managerial Finance, Tenant, Microsoft Excel, Accounting, Microsoft Office, PowerPoint
Education
Ohio Northern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Youngstown State University 2008 — 2009
Finance
Citi Habitats September 2014 - Present
KADA Property Management December 2009 - May 2014
Morgan Stanley January 2013 - April 2013
McCloy Financial Services May 2012 - August 2012
Wedgewood Country Club May 2009 - September 2009
Skills
Management, Accounts Payable, Finance, Office Management, Leases, Managerial Finance, Tenant, Microsoft Excel, Accounting, Microsoft Office, PowerPoint
Education
Ohio Northern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Youngstown State University 2008 — 2009
Finance
Jeff Gribble's Morgan Stanley Experience August 2015 - Present
Job Interim Quality Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley September 2014 - December 2014
Morgan Stanley December 2011 - July 2013
Skills
Finance, Microsoft Excel, Sales, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Time Management, Social Media
Education
Ohio University 2007 — 2011
Business, Finance
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley September 2014 - December 2014
Morgan Stanley December 2011 - July 2013
Skills
Finance, Microsoft Excel, Sales, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Time Management, Social Media
Education
Ohio University 2007 — 2011
Business, Finance
Oscar Griffith's Morgan Stanley Experience July 2012 - Present
Job Desk Side Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
JP Morgan Chase October 1995 - October 2011
Fairfield Medical Center August 1989 - October 1995
Education
Nation Radio Instatute 1990 — 1992
Masters course in Microcomputers and Microprocesors
Ohio University-Lancaster 1981 — 1987
applies business through computer technology and mathmatic
Morgan Stanley July 2012 - Present
JP Morgan Chase October 1995 - October 2011
Fairfield Medical Center August 1989 - October 1995
Education
Nation Radio Instatute 1990 — 1992
Masters course in Microcomputers and Microprocesors
Ohio University-Lancaster 1981 — 1987
applies business through computer technology and mathmatic
Thomas Fedeli's Morgan Stanley Experience August 2011 - August 2013
Job Attorney at Kennedy Lillis Schmidt & English
Industry Law Practice
Experience
KENNEDY LILLIS SCHMIDT & ENGLISH August 2012 - Present
MORGAN STANLEY August 2011 - August 2013
U.S. Federal District Court September 2010 - May 2011
Tulane University Law School May 2009 - May 2011
Department of Justice - Immigration Court May 2010 - August 2010
One Earth Future Foundation May 2010 - August 2010
University of Loyola of the Pacific August 2007 - May 2008
Texas Tech University August 2005 - July 2007
Skills
Maritime Law, Immigration Law, Legal Research, KYC, AML, Teaching Experience, Public International Law, Litigation, Immigration, Piracy, Compliance
Education
Tulane University Law School 2008 — 2011
Juris Doctor, Maritime and Admiralty Law Certificate
Texas Tech University 2005 — 2007
Master of Arts, Philosophy
Ohio University 2000 — 2004
Bachelor of Arts, Philosophy
KENNEDY LILLIS SCHMIDT & ENGLISH August 2012 - Present
MORGAN STANLEY August 2011 - August 2013
U.S. Federal District Court September 2010 - May 2011
Tulane University Law School May 2009 - May 2011
Department of Justice - Immigration Court May 2010 - August 2010
One Earth Future Foundation May 2010 - August 2010
University of Loyola of the Pacific August 2007 - May 2008
Texas Tech University August 2005 - July 2007
Skills
Maritime Law, Immigration Law, Legal Research, KYC, AML, Teaching Experience, Public International Law, Litigation, Immigration, Piracy, Compliance
Education
Tulane University Law School 2008 — 2011
Juris Doctor, Maritime and Admiralty Law Certificate
Texas Tech University 2005 — 2007
Master of Arts, Philosophy
Ohio University 2000 — 2004
Bachelor of Arts, Philosophy
Billy Stockum's Morgan Stanley Experience February 2013 - July 2013
Job CLT Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Delaware County Bank September 2014 - May 2015
Morgan Stanley Wealth Management July 2013 - September 2014
Morgan Stanley February 2013 - July 2013
Bank of America August 2012 - November 2012
One Write Company November 2007 - January 2012
WesBanco June 2011 - September 2011
Lancaster Parks and Recreation May 2006 - August 2009
Skills
Word, Excel, Customer Service, PowerPoint, Microsoft Word, securities based lending, Microsoft Excel, Finance, Software Documentation, Teamwork, Analysis, Call Centers, Management, Banking, Loans, Microsoft Office, Credit, Financial Analysis
Education
Ohio University 2007 — 2012
Bachelor of Specialized Studies, Finance & Economics
Fairfield Union 2003 — 2007
J.P. Morgan May 2015 - Present
Delaware County Bank September 2014 - May 2015
Morgan Stanley Wealth Management July 2013 - September 2014
Morgan Stanley February 2013 - July 2013
Bank of America August 2012 - November 2012
One Write Company November 2007 - January 2012
WesBanco June 2011 - September 2011
Lancaster Parks and Recreation May 2006 - August 2009
Skills
Word, Excel, Customer Service, PowerPoint, Microsoft Word, securities based lending, Microsoft Excel, Finance, Software Documentation, Teamwork, Analysis, Call Centers, Management, Banking, Loans, Microsoft Office, Credit, Financial Analysis
Education
Ohio University 2007 — 2012
Bachelor of Specialized Studies, Finance & Economics
Fairfield Union 2003 — 2007
Tom Rodenberg's Morgan Stanley Experience 1998 - 2002
Job Independent Investment Advisor with Thein Financial Group
Industry Financial Services
Experience
Thein Financial Group 2005 - Present
Morgan Stanley 1998 - 2002
Skills
Investments
Education
Ohio University 1958 — 1962
BS Commerce
Thein Financial Group 2005 - Present
Morgan Stanley 1998 - 2002
Skills
Investments
Education
Ohio University 1958 — 1962
BS Commerce
Kwame Asare-Boateng's Morgan Stanley Experience February 2010 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2012
Morgan Stanley February 2010 - March 2011
Morgan February 2008 - February 2010
GOLDMAN SACHS GROUP, INC February 2007 - November 2007
MACKENZIE PARTNERS, INC November 2005 - February 2007
Skills
Microsoft Office, Mergers & Acquisitions, Financial Analysis, Microsoft Excel
Education
Ohio University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Morgan Stanley Smith Barney 2008 - 2012
Morgan Stanley February 2010 - March 2011
Morgan February 2008 - February 2010
GOLDMAN SACHS GROUP, INC February 2007 - November 2007
MACKENZIE PARTNERS, INC November 2005 - February 2007
Skills
Microsoft Office, Mergers & Acquisitions, Financial Analysis, Microsoft Excel
Education
Ohio University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Brandon Mudloff's Morgan Stanley Experience February 2008 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
Skills
Retirement Planning, Investments, Tactical Asset..., Municipal Bonds, Series 7
Education
Oakland University 2003 — 2007
Bachelor of Science (B.S.), Finance
Morgan Stanley February 2008 - Present
Skills
Retirement Planning, Investments, Tactical Asset..., Municipal Bonds, Series 7
Education
Oakland University 2003 — 2007
Bachelor of Science (B.S.), Finance
Edward Dove's Morgan Stanley Experience February 2000 - Present
Job Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2000 - Present
Central Park Ice Hockey October 2008 - Present
Skills
Coaching
Education
Nyack College 1996 — 1999
Bachelor of Arts (B.A.), Music Theory and Composition
Morgan Stanley February 2000 - Present
Central Park Ice Hockey October 2008 - Present
Skills
Coaching
Education
Nyack College 1996 — 1999
Bachelor of Arts (B.A.), Music Theory and Composition
Leah Rios's Morgan Stanley Experience 2008 - Present
Job
Industry
Experience
Morgan Stanley 2008 - Present
Education
Nyack College
Bachelor's Degree, Organizational Management
Morgan Stanley 2008 - Present
Education
Nyack College
Bachelor's Degree, Organizational Management
Caleb Stokes's Morgan Stanley Experience March 2008 - Present
Job Operations and Risk Administrator at Morgan Stanley
Industry Financial Services
Experience
Lake Choconut Association July 2014 - Present
Morgan Stanley March 2008 - Present
Morgan Stanley February 2007 - March 2013
Patterson Belknap Webb & Tyler LLP September 2005 - February 2006
Education
Oberlin College
Lake Choconut Association July 2014 - Present
Morgan Stanley March 2008 - Present
Morgan Stanley February 2007 - March 2013
Patterson Belknap Webb & Tyler LLP September 2005 - February 2006
Education
Oberlin College
Bryce Davies's Morgan Stanley Experience November 2011 - February 2012
Job Reconciliation Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
Nationwide Financial July 2013 - March 2014
Morgan Stanley November 2011 - February 2012
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
BNY Mellon October 2014 - Present
Nationwide Financial July 2013 - March 2014
Morgan Stanley November 2011 - February 2012
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
Godfrey Henry's Morgan Stanley Experience March 2001 - February 2002
Job Financial Services Professional
Industry Financial Services
Experience
MetLife March 2003 - June 2014
Computershare US February 2002 - February 2003
Morgan Stanley March 2001 - February 2002
Skills
Series 63, Series 7, Mutual Funds, Investments, Financial Services, Securities
Education
Nyack College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.5
Nyack College
MetLife March 2003 - June 2014
Computershare US February 2002 - February 2003
Morgan Stanley March 2001 - February 2002
Skills
Series 63, Series 7, Mutual Funds, Investments, Financial Services, Securities
Education
Nyack College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.5
Nyack College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS