Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Anthony Castro Anthony Castro's Morgan Stanley Experience 2005 - 2006
Job Finance/Operations Professional
Industry Accounting
Experience
Everest Capital LLC 2012 - 2014
Itau Europa Securities 2010 - 2012
Consilium Investment Management 2007 - 2010
G-Trade Services, LLC (BNYConvergEx) 2006 - 2007
Morgan Stanley 2005 - 2006
Aflac 2003 - 2005
Dr Pepper Snapple Group 2000 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Securities, Bloomberg, Derivatives, Capital Markets, Investments, FX Options, Trading, Banking, Trading Systems, Alternative Investments, Equity Trading, Financial Markets, Series 7, Asset Managment, Wealth Management, Risk Management, Series 31, Series 66, Options, Finance, Asset Management
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Economics
Xavier High School
High School
Everest Capital LLC 2012 - 2014
Itau Europa Securities 2010 - 2012
Consilium Investment Management 2007 - 2010
G-Trade Services, LLC (BNYConvergEx) 2006 - 2007
Morgan Stanley 2005 - 2006
Aflac 2003 - 2005
Dr Pepper Snapple Group 2000 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Securities, Bloomberg, Derivatives, Capital Markets, Investments, FX Options, Trading, Banking, Trading Systems, Alternative Investments, Equity Trading, Financial Markets, Series 7, Asset Managment, Wealth Management, Risk Management, Series 31, Series 66, Options, Finance, Asset Management
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Economics
Xavier High School
High School
Armin Rothauser's Morgan Stanley Experience January 2002 - June 2005
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Goldman Sachs August 2008 - August 2014
RBS Greenwich Capital August 2005 - July 2008
Morgan Stanley January 2002 - June 2005
Bankers Trust/Deutsche Bank August 1998 - June 2001
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Deutsche Bank August 2014 - Present
Goldman Sachs August 2008 - August 2014
RBS Greenwich Capital August 2005 - July 2008
Morgan Stanley January 2002 - June 2005
Bankers Trust/Deutsche Bank August 1998 - June 2001
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Kathleen Verlin Kathleen Verlin's Morgan Stanley Experience March 2004 - June 2008
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS October 2010 - Present
FrontLine Compliance, LLC January 2010 - September 2010
Boston University School of Law 2010 - 2010
Broker-Dealer June 2008 - December 2009
Morgan Stanley March 2004 - June 2008
NISC TD Waterhouse 2000 - 2002
Bankers Trust 1996 - 1999
NYSE 1980 - 1996
Skills
AML, Internal Audit, Business, Securities, FINRA, SEC, Equities, Financial Services, Securities Regulation, Hedge Funds, Mutual Funds, Due Diligence, Capital Markets, Banking, Series 7
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Management
Paralegal Certificate & eDiscovery Cerificate
UBS November 2014 - Present
UBS October 2010 - Present
FrontLine Compliance, LLC January 2010 - September 2010
Boston University School of Law 2010 - 2010
Broker-Dealer June 2008 - December 2009
Morgan Stanley March 2004 - June 2008
NISC TD Waterhouse 2000 - 2002
Bankers Trust 1996 - 1999
NYSE 1980 - 1996
Skills
AML, Internal Audit, Business, Securities, FINRA, SEC, Equities, Financial Services, Securities Regulation, Hedge Funds, Mutual Funds, Due Diligence, Capital Markets, Banking, Series 7
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Management
Paralegal Certificate & eDiscovery Cerificate
Alex Klag Alex Klag's Morgan Stanley Experience June 2012 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Oppenheimer & Co. March 2010 - September 2010
Skills
Financial Analysis, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Equity Derivatives
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
SUNY Geneseo 2008 — 2009
St. John the Baptist High School
Morgan Stanley June 2012 - Present
Oppenheimer & Co. March 2010 - September 2010
Skills
Financial Analysis, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Equity Derivatives
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
SUNY Geneseo 2008 — 2009
St. John the Baptist High School
Samantha Vazquez's Morgan Stanley Experience June 2009 - Present
Job Commodities Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Education
Pace University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2009 - Present
Education
Pace University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Anthony Bommarito Anthony Bommarito's Morgan Stanley Experience March 2012 - July 2012
Job Compliance Associate at Alpine Woods Capital Investors, LLC
Industry Financial Services
Experience
Alpine Woods Capital Investors, LLC July 2013 - Present
Coldwell Banker Residential Brokerage August 2013 - Present
UBS Investment Bank December 2012 - January 2013
Morgan Stanley March 2012 - July 2012
Skills
Finance, Swaps, Banking, Financial Services, Due Diligence, Process Improvement, Microsoft Excel, Customer Service, Outlook, Team Building, Microsoft Office, PowerPoint, Microsoft Word, Customer Satisfaction, Sales, Business Analysis, Access, Dodd-Frank, Operations Management, Financial Analysis, ISDA, AML, Trading, Auditing, Hedge Funds, Securities, Strategic Planning, Financial Reporting, Equities, Fixed Income, Risk Management, Mutual Funds, Capital Markets, Internal Audit, Valuation, Asset Management, Financial Regulation, SEC, Operational Risk, APX, Moxy, Rules Manager
Education
Iona College, Hagan School of Business (AACSB Accredited) 2008 — 2012
Bachelor of Business Administration, International Business
Pace University - Lubin School of Business 2007 — 2008
Harrison High School 2002 — 2006
High School
Alpine Woods Capital Investors, LLC July 2013 - Present
Coldwell Banker Residential Brokerage August 2013 - Present
UBS Investment Bank December 2012 - January 2013
Morgan Stanley March 2012 - July 2012
Skills
Finance, Swaps, Banking, Financial Services, Due Diligence, Process Improvement, Microsoft Excel, Customer Service, Outlook, Team Building, Microsoft Office, PowerPoint, Microsoft Word, Customer Satisfaction, Sales, Business Analysis, Access, Dodd-Frank, Operations Management, Financial Analysis, ISDA, AML, Trading, Auditing, Hedge Funds, Securities, Strategic Planning, Financial Reporting, Equities, Fixed Income, Risk Management, Mutual Funds, Capital Markets, Internal Audit, Valuation, Asset Management, Financial Regulation, SEC, Operational Risk, APX, Moxy, Rules Manager
Education
Iona College, Hagan School of Business (AACSB Accredited) 2008 — 2012
Bachelor of Business Administration, International Business
Pace University - Lubin School of Business 2007 — 2008
Harrison High School 2002 — 2006
High School
Raymond Wong, CISA, CRISC Raymond Wong, CISA, CRISC's Morgan Stanley Experience January 2010 - March 2012
Job Audit Manager I at AIG
Industry Financial Services
Experience
AIG July 2014 - Present
BNY Mellon April 2012 - June 2014
Morgan Stanley January 2010 - March 2012
PricewaterhouseCoopers April 2005 - July 2009
PricewaterhouseCoopers September 2000 - April 2005
gellerco September 1998 - September 2000
Skills
Internal Controls, Auditing, CISA, SAS70, IT Audit, Risk Assessment, Financial Audits, Finance, GAAP, Enterprise Risk..., Sarbanes-Oxley Act, Business Process, Sarbanes-Oxley, Information Technology, IT Risk, Risk Mitigation, COSO, CRISC, SSAE 16, COBIT, External Audit, Information Security, SOX 404, Financial Risk, Hedge Funds, Visio, Assurance, Accounting, Third Parties, Third Party Vendor..., Access Control, Corporate Trust, Change Management, Financial Reporting, Financial Accounting, Databases, RACF, Top Secret, Financial Services, Risk Management
Education
Pace University 1996 — 2000
Bachelor of Business Administration, Public Accounting
AIG July 2014 - Present
BNY Mellon April 2012 - June 2014
Morgan Stanley January 2010 - March 2012
PricewaterhouseCoopers April 2005 - July 2009
PricewaterhouseCoopers September 2000 - April 2005
gellerco September 1998 - September 2000
Skills
Internal Controls, Auditing, CISA, SAS70, IT Audit, Risk Assessment, Financial Audits, Finance, GAAP, Enterprise Risk..., Sarbanes-Oxley Act, Business Process, Sarbanes-Oxley, Information Technology, IT Risk, Risk Mitigation, COSO, CRISC, SSAE 16, COBIT, External Audit, Information Security, SOX 404, Financial Risk, Hedge Funds, Visio, Assurance, Accounting, Third Parties, Third Party Vendor..., Access Control, Corporate Trust, Change Management, Financial Reporting, Financial Accounting, Databases, RACF, Top Secret, Financial Services, Risk Management
Education
Pace University 1996 — 2000
Bachelor of Business Administration, Public Accounting
Catherine Ng Catherine Ng's Morgan Stanley Experience January 2011 - September 2012
Job Senior Associate at PwC
Industry Management Consulting
Experience
PwC April 2015 - Present
Capital One September 2012 - April 2015
Morgan Stanley January 2011 - September 2012
Morgan Stanley December 2008 - January 2011
Maybelline November 2007 - November 2008
MetLife December 2005 - September 2008
Skills
Account Reconciliation, Access, Microsoft Office, General Ledger, Finance, Analysis, Budgets, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Risk Management, Banking, Internal Audit
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Accounting
Francis Lewis High School 2000 — 2004
PwC April 2015 - Present
Capital One September 2012 - April 2015
Morgan Stanley January 2011 - September 2012
Morgan Stanley December 2008 - January 2011
Maybelline November 2007 - November 2008
MetLife December 2005 - September 2008
Skills
Account Reconciliation, Access, Microsoft Office, General Ledger, Finance, Analysis, Budgets, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Risk Management, Banking, Internal Audit
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Accounting
Francis Lewis High School 2000 — 2004
Michael Wityk Michael Wityk's Morgan Stanley Experience 2005 - 2008
Job Senior Project Manager, Vaco at Ally Financial Inc.
Industry Broadcast Media
Experience
Vaco April 2013 - Present
CBS Corporation July 2008 - February 2013
IIBA NY Chapter July 2010 - December 2011
Morgan Stanley 2005 - 2008
Morgan Stanley 1999 - 2004
Merrill Lynch 1999 - 1999
ABN AMRO 1997 - 1999
Unilever 1996 - 1997
Watchtower 1989 - 1996
Skills
Professional Services, Program Management, Business Analysis, Digital Media, Financial Services, Service Management, High Availability, Virtualization, Project Management, Disaster Recovery, Change Management, MS Project, Amazon Cloud, Process Improvement, Social Media, PMP, Infrastructure, Logistics Management, Event Management, Projects, Team Building, Mentoring, Teaching, Public Speaking, Leadership, Thought Leadership, Enterprise Architecture, IT Strategy, Vendor Management, Voice Networking, Data Network, IT Management, Integration, SDLC, Problem Solving, Cross-functional Team..., Agile Methodologies, Software Implementation, Project Planning, ITIL, Strategic Planning, Risk Management, PMO, Amazon Web Services..., Security, Data Center, SharePoint, Analysis, Information Technology, Management
Education
Amazon Web Services 2012 — 2012
ITIL 2010 — 2010
Pace University - Lubin School of Business 2005 — 2010
BBA
Consulting Portal 2009 — 2009
Romeo High School 1984 — 1986
Diploma
Vaco April 2013 - Present
CBS Corporation July 2008 - February 2013
IIBA NY Chapter July 2010 - December 2011
Morgan Stanley 2005 - 2008
Morgan Stanley 1999 - 2004
Merrill Lynch 1999 - 1999
ABN AMRO 1997 - 1999
Unilever 1996 - 1997
Watchtower 1989 - 1996
Skills
Professional Services, Program Management, Business Analysis, Digital Media, Financial Services, Service Management, High Availability, Virtualization, Project Management, Disaster Recovery, Change Management, MS Project, Amazon Cloud, Process Improvement, Social Media, PMP, Infrastructure, Logistics Management, Event Management, Projects, Team Building, Mentoring, Teaching, Public Speaking, Leadership, Thought Leadership, Enterprise Architecture, IT Strategy, Vendor Management, Voice Networking, Data Network, IT Management, Integration, SDLC, Problem Solving, Cross-functional Team..., Agile Methodologies, Software Implementation, Project Planning, ITIL, Strategic Planning, Risk Management, PMO, Amazon Web Services..., Security, Data Center, SharePoint, Analysis, Information Technology, Management
Education
Amazon Web Services 2012 — 2012
ITIL 2010 — 2010
Pace University - Lubin School of Business 2005 — 2010
BBA
Consulting Portal 2009 — 2009
Romeo High School 1984 — 1986
Diploma
Aarti Deshpande's Morgan Stanley Experience January 2015 - Present
Job Manager Morgan Stanley. MBA, CISA
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2014 - December 2014
Morgan Stanley 2011 - December 2013
Morgan Stanley May 2010 - May 2011
Accenture August 2007 - July 2009
Skills
Investment Banking, Budgets, Project Management, SAP, Management Consulting, Financial Reporting, Fixed Income, Business Analysis, Bloomberg, Requirements Analysis, Risk Management, Financial Modeling, Data Warehousing
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management, GPA 3.7/4.0
VIT Pune 2003 — 2007
BE, Information Technology, First Class with Distinction
Morgan Stanley January 2015 - Present
Morgan Stanley January 2014 - December 2014
Morgan Stanley 2011 - December 2013
Morgan Stanley May 2010 - May 2011
Accenture August 2007 - July 2009
Skills
Investment Banking, Budgets, Project Management, SAP, Management Consulting, Financial Reporting, Fixed Income, Business Analysis, Bloomberg, Requirements Analysis, Risk Management, Financial Modeling, Data Warehousing
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management, GPA 3.7/4.0
VIT Pune 2003 — 2007
BE, Information Technology, First Class with Distinction
Jawwad Khan's Morgan Stanley Experience January 2008 - June 2008
Job Structured Finance Professional
Industry Financial Services
Experience
Barclays Investment Bank January 2015 - Present
Royal Bank of Scotland June 2014 - January 2015
Waterfall Asset Management February 2012 - June 2013
KLS Diversified Asset Management LP July 2011 - February 2012
Avenue Capital Group October 2009 - June 2011
Morgan Stanley January 2008 - June 2008
Marubeni Corporation June 2007 - January 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA
Barclays Investment Bank January 2015 - Present
Royal Bank of Scotland June 2014 - January 2015
Waterfall Asset Management February 2012 - June 2013
KLS Diversified Asset Management LP July 2011 - February 2012
Avenue Capital Group October 2009 - June 2011
Morgan Stanley January 2008 - June 2008
Marubeni Corporation June 2007 - January 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA
Susan Hoekstra's Morgan Stanley Experience June 2010 - September 2014
Job Client Loyalty Executive: Service Strategy & Tactics | Consultant | Process Automation
Industry Executive Office
Experience
Susan Hoekstra and Associates April 2009 - Present
Morgan Stanley June 2010 - September 2014
UBS Financial Services February 2001 - April 2009
Cendant (including Avis, Wyndham, RCI, Affinion Group, ...) May 1998 - February 2001
Skills
Strategy, Cross-functional Team..., Business Strategy, Leadership Development, Management, Vendor Management, Team Management, Coaching, Strategic Partnerships, Leadership, Team Building, Executive Management, Consulting, Change Management, Culture Change, Strategic Planning, Program Management, Project Management, Business Process..., Process Improvement, Process Automation, Customer Loyalty..., CRM, Customer Experience, Voice of the Customer, Brand Loyalty, Brand Awareness, Voice of the Customer..., Customer Retention, Service Delivery, Best Practices, Customer Satisfaction, CX, Big Data, Service Management, Training, Customer Service..., Customer Service, Customer Experience..., Contact Centers, Call Centers, Persuasive Presentations, Written & Oral..., Strategic Financial..., Forecasting, Budgets, Financial Analysis, Financial Services, Business Analysis, Analysis
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
William Paterson University of New Jersey
BA, Accounting
William Paterson University of New Jersey
BA, Business Admin / Economic minor
Susan Hoekstra and Associates April 2009 - Present
Morgan Stanley June 2010 - September 2014
UBS Financial Services February 2001 - April 2009
Cendant (including Avis, Wyndham, RCI, Affinion Group, ...) May 1998 - February 2001
Skills
Strategy, Cross-functional Team..., Business Strategy, Leadership Development, Management, Vendor Management, Team Management, Coaching, Strategic Partnerships, Leadership, Team Building, Executive Management, Consulting, Change Management, Culture Change, Strategic Planning, Program Management, Project Management, Business Process..., Process Improvement, Process Automation, Customer Loyalty..., CRM, Customer Experience, Voice of the Customer, Brand Loyalty, Brand Awareness, Voice of the Customer..., Customer Retention, Service Delivery, Best Practices, Customer Satisfaction, CX, Big Data, Service Management, Training, Customer Service..., Customer Service, Customer Experience..., Contact Centers, Call Centers, Persuasive Presentations, Written & Oral..., Strategic Financial..., Forecasting, Budgets, Financial Analysis, Financial Services, Business Analysis, Analysis
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
William Paterson University of New Jersey
BA, Accounting
William Paterson University of New Jersey
BA, Business Admin / Economic minor
Yelena Brand Yelena Brand's Morgan Stanley Experience October 2012 - January 2013
Job Project Manager at Dexia Credit Local
Industry Information Technology and Services
Experience
Dexia Credit Local January 2013 - Present
Morgan Stanley October 2012 - January 2013
Sterling Infosystems, Inc. January 2009 - August 2012
Sterling Infosystems, Inc. January 2008 - January 2009
CGI October 2006 - January 2008
CGI March 2004 - October 2006
CGI August 2000 - March 2004
Northwestern Mutual March 1998 - May 2000
Skills
Leadership, Visio, Requirements Gathering, SDLC, Requirements Analysis, Waterfall, Business Analysis, Software Project..., Process Improvement, PMP, Quality Assurance, Project Management, Team Leadership, Business Process..., SQL, Integration, Management, PMO, Product Management, Team Management
Education
Pace University 1995 — 2000
BBA, Information Systems; Minor: Biology
Dexia Credit Local January 2013 - Present
Morgan Stanley October 2012 - January 2013
Sterling Infosystems, Inc. January 2009 - August 2012
Sterling Infosystems, Inc. January 2008 - January 2009
CGI October 2006 - January 2008
CGI March 2004 - October 2006
CGI August 2000 - March 2004
Northwestern Mutual March 1998 - May 2000
Skills
Leadership, Visio, Requirements Gathering, SDLC, Requirements Analysis, Waterfall, Business Analysis, Software Project..., Process Improvement, PMP, Quality Assurance, Project Management, Team Leadership, Business Process..., SQL, Integration, Management, PMO, Product Management, Team Management
Education
Pace University 1995 — 2000
BBA, Information Systems; Minor: Biology
Diem Milak Diem Milak's Morgan Stanley Experience April 2000 - June 2002
Job Systems Financial Analyst
Industry Financial Services
Experience
Morgan Stanley April 2000 - June 2002
Morgan Stanley 1992 - 2002
Morgan Stanley February 1997 - November 1997
UBS June 1992 - August 1995
Skills
Equities
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley April 2000 - June 2002
Morgan Stanley 1992 - 2002
Morgan Stanley February 1997 - November 1997
UBS June 1992 - August 1995
Skills
Equities
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Bill Ward's Morgan Stanley Experience 1998 - 2002
Job Pricing and Reference Data Specialist
Industry Financial Services
Experience
Thomson Reuters February 2012 - Present
Bloomberg LP June 2010 - December 2011
Interactive Data March 2003 - June 2010
Morgan Stanley 1998 - 2002
Dean Witter 1989 - 1998
First Boston Corporation 1985 - 1989
Price Waterhouse 1983 - 1985
Education
NYU Stern School of Business 1985 — 1987
Pace University - Lubin School of Business 1976 — 1981
BBA, Accounting
Thomson Reuters February 2012 - Present
Bloomberg LP June 2010 - December 2011
Interactive Data March 2003 - June 2010
Morgan Stanley 1998 - 2002
Dean Witter 1989 - 1998
First Boston Corporation 1985 - 1989
Price Waterhouse 1983 - 1985
Education
NYU Stern School of Business 1985 — 1987
Pace University - Lubin School of Business 1976 — 1981
BBA, Accounting
Mark Lasky Mark Lasky's Morgan Stanley Experience September 2011 - June 2015
Job Account Executive at Salesforce
Industry Financial Services
Experience
Salesforce June 2015 - Present
Morgan Stanley September 2011 - June 2015
Morgan Stanley September 2011 - December 2012
Goldman Sachs Asset Management October 2009 - August 2011
Goldman Sachs June 2005 - October 2009
Skills
Series 7, Series 63, Money Market, Fixed Income, Sales, Building Relationships, Business Relationship..., Key Account..., Liquidity, Liquidity Management, Derivatives, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
BS, Management
Salesforce June 2015 - Present
Morgan Stanley September 2011 - June 2015
Morgan Stanley September 2011 - December 2012
Goldman Sachs Asset Management October 2009 - August 2011
Goldman Sachs June 2005 - October 2009
Skills
Series 7, Series 63, Money Market, Fixed Income, Sales, Building Relationships, Business Relationship..., Key Account..., Liquidity, Liquidity Management, Derivatives, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
BS, Management
David Napoli (LION) David Napoli (LION)'s Morgan Stanley Experience January 2005 - December 2005
Job Senior Recruiter at TMobile
Industry Staffing and Recruiting
Experience
T-Mobile April 2014 - Present
Bayer October 2013 - March 2014
Johnson & Johnson September 2012 - September 2013
The Walsh Associates August 2012 - September 2012
Execu-Search April 2011 - August 2012
Mentor Capital February 2010 - March 2011
Michael Page International January 2007 - March 2009
AXA Equitable January 2006 - December 2007
Bella Custom Detail June 2003 - December 2006
Morgan Stanley January 2005 - December 2005
Skills
•Attended and..., •Staffing Services, •Talent Acquisition, •Recruiting, •Applicant Tracking..., •Technical Recruiting, •Temporary Placement, •Internet Recruiting, •Contract Recruitment, •Screening Resumes, •Social Networking, •Team Management, •Account Management, •Sourcing, Screening, •Resume Writing, •Microsoft Office, •Employee Training, Cross Functional Team..., Building High..., Team Leadership, Strategic Partnerships, Strategic Sourcing, Business Strategy, Situational Leadership, Strategic Leadership, Organizational..., Behavioral Interviewing, Corporate Advisory, Account Management, Small Boat Operations, Capital Markets, Fishing, International Trade, Trading
Education
Pace University - Lubin School of Business 2002 — 2006
B.A., Business Administration
T-Mobile April 2014 - Present
Bayer October 2013 - March 2014
Johnson & Johnson September 2012 - September 2013
The Walsh Associates August 2012 - September 2012
Execu-Search April 2011 - August 2012
Mentor Capital February 2010 - March 2011
Michael Page International January 2007 - March 2009
AXA Equitable January 2006 - December 2007
Bella Custom Detail June 2003 - December 2006
Morgan Stanley January 2005 - December 2005
Skills
•Attended and..., •Staffing Services, •Talent Acquisition, •Recruiting, •Applicant Tracking..., •Technical Recruiting, •Temporary Placement, •Internet Recruiting, •Contract Recruitment, •Screening Resumes, •Social Networking, •Team Management, •Account Management, •Sourcing, Screening, •Resume Writing, •Microsoft Office, •Employee Training, Cross Functional Team..., Building High..., Team Leadership, Strategic Partnerships, Strategic Sourcing, Business Strategy, Situational Leadership, Strategic Leadership, Organizational..., Behavioral Interviewing, Corporate Advisory, Account Management, Small Boat Operations, Capital Markets, Fishing, International Trade, Trading
Education
Pace University - Lubin School of Business 2002 — 2006
B.A., Business Administration
Josh Reich, CFP® Josh Reich, CFP®'s Morgan Stanley Experience October 1996 - June 2002
Job Helping Investment Advisors/RIAs understand and capitalize on industry trends VP Institutional Sales TDAI
Industry Financial Services
Experience
TD Ameritrade Institutional February 2007 - Present
HSBC Securities October 2004 - February 2007
JP Morgan Chase September 2002 - October 2004
Morgan Stanley October 1996 - June 2002
Fidelity Investments May 1994 - October 1996
Education
Pace University - Lubin School of Business
MBA, Finance
TD Ameritrade Institutional February 2007 - Present
HSBC Securities October 2004 - February 2007
JP Morgan Chase September 2002 - October 2004
Morgan Stanley October 1996 - June 2002
Fidelity Investments May 1994 - October 1996
Education
Pace University - Lubin School of Business
MBA, Finance
Anshula Puri's Morgan Stanley Experience October 2013 - Present
Job Regulatory Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
New York Daily News June 2012 - May 2013
UBS January 2012 - May 2012
NYC Department of City Planning June 2011 - January 2012
Cape Securities, Inc May 2011 - July 2011
Barneys New York July 2008 - August 2008
Skills
Microsoft Excel, Finance, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Sales, Bloomberg, PowerPoint, Management, Accounting, Portfolio Management, Teamwork, Customer Service, Data Entry, Team Leadership, Outlook, Analysis, Data Analysis, Marketing, Financial Analysis, Financial Modeling, Access, Financial Accounting, Leadership, Budgets, Economics, Market Research, Risk Management, SPSS, Time Management, Spanish, Social Media
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Morgan Stanley October 2013 - Present
New York Daily News June 2012 - May 2013
UBS January 2012 - May 2012
NYC Department of City Planning June 2011 - January 2012
Cape Securities, Inc May 2011 - July 2011
Barneys New York July 2008 - August 2008
Skills
Microsoft Excel, Finance, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Sales, Bloomberg, PowerPoint, Management, Accounting, Portfolio Management, Teamwork, Customer Service, Data Entry, Team Leadership, Outlook, Analysis, Data Analysis, Marketing, Financial Analysis, Financial Modeling, Access, Financial Accounting, Leadership, Budgets, Economics, Market Research, Risk Management, SPSS, Time Management, Spanish, Social Media
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Anthony A. Fontanetta III, CPA Anthony A. Fontanetta III, CPA's Morgan Stanley Experience July 2012 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
MF Global October 2009 - September 2011
Deutsche Bank March 2006 - July 2009
Bear Stearns October 2003 - February 2006
Citigroup October 2000 - September 2003
Arthur Andersen LLP October 1997 - September 2000
Skills
Accounting, Auditing, Essbase, Corporate Finance, Analysis, MS Project, Account Reconciliation, Microsoft Excel, Business Analysis, Outlook, Banking, Mergers & Acquisitions, Cash Management, Financial Accounting, Accounting Standards..., AICPA Audit and..., AICPA Audit and..., AICPA Audit and..., Revenue Analysis, Investment Companies, Hyperion HFM, SAP BW, Microsoft PowerPoint, Microsoft Word, Microsoft Project, Microsoft Sharepoint, Microsoft Outlook, Oracle Reports, Cognos FSR (Clarity), Omega, Financial Analysis, Financial Reporting, Finance, Investment Banking, Equities
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated with Latin Honors
Morgan Stanley July 2012 - Present
MF Global October 2009 - September 2011
Deutsche Bank March 2006 - July 2009
Bear Stearns October 2003 - February 2006
Citigroup October 2000 - September 2003
Arthur Andersen LLP October 1997 - September 2000
Skills
Accounting, Auditing, Essbase, Corporate Finance, Analysis, MS Project, Account Reconciliation, Microsoft Excel, Business Analysis, Outlook, Banking, Mergers & Acquisitions, Cash Management, Financial Accounting, Accounting Standards..., AICPA Audit and..., AICPA Audit and..., AICPA Audit and..., Revenue Analysis, Investment Companies, Hyperion HFM, SAP BW, Microsoft PowerPoint, Microsoft Word, Microsoft Project, Microsoft Sharepoint, Microsoft Outlook, Oracle Reports, Cognos FSR (Clarity), Omega, Financial Analysis, Financial Reporting, Finance, Investment Banking, Equities
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated with Latin Honors
Dmitriy Barskiy Dmitriy Barskiy's Morgan Stanley Experience January 2013 - Present
Job Credit Risk Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - January 2013
Morgan Stanley January 2009 - December 2010
Morgan Stanley March 2006 - December 2008
Morgan Stanley January 2004 - February 2006
Morgan Stanley July 2002 - December 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Science (BS), Finance
CFA Institute
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - January 2013
Morgan Stanley January 2009 - December 2010
Morgan Stanley March 2006 - December 2008
Morgan Stanley January 2004 - February 2006
Morgan Stanley July 2002 - December 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Science (BS), Finance
CFA Institute
Ashley Simpson Ashley Simpson's Morgan Stanley Experience November 2013 - Present
Job Morgan Stanley Tax
Industry Accounting
Experience
Morgan Stanley November 2013 - Present
PricewaterhouseCoopers July 2006 - November 2013
Skills
Tax Research, Corporate Tax, FAS109, Tax, Partnership Taxation, US Tax, Tax Accounting, Income Tax, Accounting, Financial Reporting, Tax Law, FIN 48, GoSystems, Big 4, FAS 5, State Tax
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley November 2013 - Present
PricewaterhouseCoopers July 2006 - November 2013
Skills
Tax Research, Corporate Tax, FAS109, Tax, Partnership Taxation, US Tax, Tax Accounting, Income Tax, Accounting, Financial Reporting, Tax Law, FIN 48, GoSystems, Big 4, FAS 5, State Tax
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
Carmen Garzon's Morgan Stanley Experience September 1985 - July 1989
Job Entrepreneur & Dance Instructor
Industry Health, Wellness and Fitness
Experience
Radio Ear Network January 2012 - Present
Goddess Studio & Store June 2002 - Present
Digitas 1999 - 2002
Communications & Show Management, Inc. January 1996 - April 1999
Telemundo Media, a division of NBCUniversal October 1989 - August 1995
Morgan Stanley September 1985 - July 1989
Ernst & Young June 1982 - September 1985
Skills
Problem Solving, Project Implementation, Self Starter, Microsoft Office, Entrepreneur, Strategic Planning, Management Consulting, Team Building, Event Planning, Event Marketing, Event Management, Budget Management, Budget Development, Trade Show Management, Show Production, Artist Management, Radio Host, Operations Management, Entrepreneurship, Budgets, Dance, Yoga, Healthcare, Trade Shows, Public Speaking, Healing, Social Networking, Meditation, Human Resources, Accounting, Talent Management, Leadership Development, Coaching, Energy Healing, Wellness, Marketing, Spanish, Stress Management, Business Strategy, Leadership, Small Business, Retail, Staff Development, Nonprofits, Lifestyle Coaching, Executive Management, Business Planning, Executive Coaching, Personal Development, Dance Instruction
Education
CPA NY State 1983 — 1983
CPA, Certified Public Accountant
Pace University - Lubin School of Business 1979 — 1983
BBA, Accounting
Radio Ear Network January 2012 - Present
Goddess Studio & Store June 2002 - Present
Digitas 1999 - 2002
Communications & Show Management, Inc. January 1996 - April 1999
Telemundo Media, a division of NBCUniversal October 1989 - August 1995
Morgan Stanley September 1985 - July 1989
Ernst & Young June 1982 - September 1985
Skills
Problem Solving, Project Implementation, Self Starter, Microsoft Office, Entrepreneur, Strategic Planning, Management Consulting, Team Building, Event Planning, Event Marketing, Event Management, Budget Management, Budget Development, Trade Show Management, Show Production, Artist Management, Radio Host, Operations Management, Entrepreneurship, Budgets, Dance, Yoga, Healthcare, Trade Shows, Public Speaking, Healing, Social Networking, Meditation, Human Resources, Accounting, Talent Management, Leadership Development, Coaching, Energy Healing, Wellness, Marketing, Spanish, Stress Management, Business Strategy, Leadership, Small Business, Retail, Staff Development, Nonprofits, Lifestyle Coaching, Executive Management, Business Planning, Executive Coaching, Personal Development, Dance Instruction
Education
CPA NY State 1983 — 1983
CPA, Certified Public Accountant
Pace University - Lubin School of Business 1979 — 1983
BBA, Accounting
Winston Buchanan, MBA, PMP, PMI-ACP, CSM's Morgan Stanley Experience April 2010 - 2010
Job Sr. Consultant at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon July 2011 - Present
LexisNexis Group January 2011 - June 2011
Lexis Nexis August 2008 - April 2010
Morgan Stanley April 2010 - 2010
Consulting Sevices September 2008 - July 2009
The Hartford- Hartford Life Insurance March 2007 - August 2008
Wells Fargo Home Mortgage February 2006 - March 2007
IBM/Firemans Fund Insurance July 2005 - January 2006
American Express December 2003 - June 2005
ORBIS International September 2003 - November 2003
Education
PMI
Project Management Professional (PMP)
Pace University
MBA, Information Systems & International Business
University of Technology
BSc, Computer & Management Studies
BNY Mellon July 2011 - Present
LexisNexis Group January 2011 - June 2011
Lexis Nexis August 2008 - April 2010
Morgan Stanley April 2010 - 2010
Consulting Sevices September 2008 - July 2009
The Hartford- Hartford Life Insurance March 2007 - August 2008
Wells Fargo Home Mortgage February 2006 - March 2007
IBM/Firemans Fund Insurance July 2005 - January 2006
American Express December 2003 - June 2005
ORBIS International September 2003 - November 2003
Education
PMI
Project Management Professional (PMP)
Pace University
MBA, Information Systems & International Business
University of Technology
BSc, Computer & Management Studies
Pascal Riou Pascal Riou's Morgan Stanley Experience July 2004 - January 2009
Job Vice President at Citi
Industry Financial Services
Experience
Citi April 2012 - Present
Citi June 2010 - April 2012
Morgan Stanley July 2004 - January 2009
Morgan Stanley January 1997 - June 2004
Morgan Stanley August 1994 - December 1996
Dean Witter January 1992 - August 1994
Dean Witter July 1987 - December 1991
Skills
Financial Analysis, Forecasting, Essbase, Budgeting, Process Improvement, Financial Reporting, Budgets, Management, Leadership, Analytics, Financial Modeling, Executive Management, Banking, Risk Management, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, International Management
Lyceum Kennedy
Citi April 2012 - Present
Citi June 2010 - April 2012
Morgan Stanley July 2004 - January 2009
Morgan Stanley January 1997 - June 2004
Morgan Stanley August 1994 - December 1996
Dean Witter January 1992 - August 1994
Dean Witter July 1987 - December 1991
Skills
Financial Analysis, Forecasting, Essbase, Budgeting, Process Improvement, Financial Reporting, Budgets, Management, Leadership, Analytics, Financial Modeling, Executive Management, Banking, Risk Management, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, International Management
Lyceum Kennedy
Yolanda Hunte Yolanda Hunte's Morgan Stanley Experience August 2005 - June 2008
Job Executive Assistant at MTV Networks
Industry Entertainment
Experience
MTV Networks April 2009 - Present
Morgan Stanley August 2005 - June 2008
Morgan Stanley April 2004 - August 2005
Morgan Stanley 2002 - 2003
columbia house 1997 - 1999
Education
University of Arizona 2003 — 2006
Computer Science
Pace University 1994 — 1996
Computer Science
MTV Networks April 2009 - Present
Morgan Stanley August 2005 - June 2008
Morgan Stanley April 2004 - August 2005
Morgan Stanley 2002 - 2003
columbia house 1997 - 1999
Education
University of Arizona 2003 — 2006
Computer Science
Pace University 1994 — 1996
Computer Science
Vidhi Desai's Morgan Stanley Experience November 2010 - May 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan June 2011 - May 2012
Morgan Stanley November 2010 - May 2011
GenomeWeb LLC September 2009 - November 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel
Education
Pace University 2008 — 2012
BBA, Finance
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan June 2011 - May 2012
Morgan Stanley November 2010 - May 2011
GenomeWeb LLC September 2009 - November 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel
Education
Pace University 2008 — 2012
BBA, Finance
David Eddy David Eddy's Morgan Stanley Experience February 2004 - August 2005
Job Business Strategist & Finance Professional
Industry Financial Services
Experience
American Express March 2014 - Present
American Express March 2012 - March 2014
American Express November 2009 - March 2012
American Express April 2008 - November 2009
American Express May 2006 - April 2008
Ryder Integrated Logistics November 2005 - May 2006
Morgan Stanley February 2004 - August 2005
Sprint July 2003 - February 2004
Skills
Financial Modeling, Forecasting, Finance, Strategy, Analysis, Business Strategy, Strategic Financial..., Portfolio Management, Financial Analysis, Valuation, Business Planning, Accounting, Management, CRM, Financial Reporting, Strategic Planning, Business Analysis, Product Development, Auditing, Corporate Finance, Analytics, Financial Services, Excel, Data Analysis, Strategy Development, Pricing, Microsoft Excel, Business Development, Strategic Partnerships, Leadership, Executive Management, Consulting, Credit Cards, Marketing Strategy, Sales Operations, Salesforce.com, Influence At All Levels, Strategic Influence, Cross-functional Team..., Marketing, Segmentation, Project Management, Process Improvement, Product Management, Relationship Management, Banking, Program Management, Business Process..., Integration, P&L Management
Education
Pace University - Lubin School of Business
MBA, Strategic Management
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Finance
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Accounting
American Express March 2014 - Present
American Express March 2012 - March 2014
American Express November 2009 - March 2012
American Express April 2008 - November 2009
American Express May 2006 - April 2008
Ryder Integrated Logistics November 2005 - May 2006
Morgan Stanley February 2004 - August 2005
Sprint July 2003 - February 2004
Skills
Financial Modeling, Forecasting, Finance, Strategy, Analysis, Business Strategy, Strategic Financial..., Portfolio Management, Financial Analysis, Valuation, Business Planning, Accounting, Management, CRM, Financial Reporting, Strategic Planning, Business Analysis, Product Development, Auditing, Corporate Finance, Analytics, Financial Services, Excel, Data Analysis, Strategy Development, Pricing, Microsoft Excel, Business Development, Strategic Partnerships, Leadership, Executive Management, Consulting, Credit Cards, Marketing Strategy, Sales Operations, Salesforce.com, Influence At All Levels, Strategic Influence, Cross-functional Team..., Marketing, Segmentation, Project Management, Process Improvement, Product Management, Relationship Management, Banking, Program Management, Business Process..., Integration, P&L Management
Education
Pace University - Lubin School of Business
MBA, Strategic Management
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Finance
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Accounting
Alexis Gardella's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Executive Compensation, Morgan Stanley Human Resources
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley January 2007 - December 2008
Morgan Stanley June 2005 - December 2006
Skills
Deferred Compensation, Executive Pay, Analysis, Microsoft Office, External Proxy..., Personnel Management, Human Resources, Leadership
Education
Pace University - Lubin School of Business 2002 — 2005
Bachelor of Business Administration, Marketing - Advertising & Promotion
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley January 2007 - December 2008
Morgan Stanley June 2005 - December 2006
Skills
Deferred Compensation, Executive Pay, Analysis, Microsoft Office, External Proxy..., Personnel Management, Human Resources, Leadership
Education
Pace University - Lubin School of Business 2002 — 2005
Bachelor of Business Administration, Marketing - Advertising & Promotion
Bernie DiFalco Bernie DiFalco's Morgan Stanley Experience December 2010 - April 2012
Job Project Manager
Industry Information Technology and Services
Experience
Wyndham Worldwide October 2014 - August 2015
CIT July 2014 - September 2014
Prudential Financial April 2014 - July 2014
Express Scripts November 2012 - March 2014
Morgan Stanley December 2010 - April 2012
ADP November 1990 - January 2008
BankLink (Chemical Bank) January 1984 - February 1990
James Mathews Ltd October 1981 - January 1984
Computer Systems Interactive October 1978 - October 1981
Skills
SharePoint, MS Project, Scrum, .NET, Java, Windows, Microsoft Excel, PowerPoint, Quality Center, Outlook, WPF, Microsoft Word, SDLC, Business Analysis, Software Project..., IT Strategy, Vendor Management, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Leadership, Business Intelligence, Applications..., Quality Assurance, Management, Integration, User Acceptance Testing, Project Management, Agile Project Management, Process Improvement, Databases, Visio, Software Documentation, Program Management, Requirements Gathering, SaaS, Software Development, PMO, SOA, IT Management, PMP, Microsoft SQL Server, Project Portfolio..., Resource Management, Oracle, Business Requirements, Analysis, Business Process, Access, Web Applications
Education
Pace University - Lubin School of Business 1974 — 1978
BBA, MIS
Wyndham Worldwide October 2014 - August 2015
CIT July 2014 - September 2014
Prudential Financial April 2014 - July 2014
Express Scripts November 2012 - March 2014
Morgan Stanley December 2010 - April 2012
ADP November 1990 - January 2008
BankLink (Chemical Bank) January 1984 - February 1990
James Mathews Ltd October 1981 - January 1984
Computer Systems Interactive October 1978 - October 1981
Skills
SharePoint, MS Project, Scrum, .NET, Java, Windows, Microsoft Excel, PowerPoint, Quality Center, Outlook, WPF, Microsoft Word, SDLC, Business Analysis, Software Project..., IT Strategy, Vendor Management, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Leadership, Business Intelligence, Applications..., Quality Assurance, Management, Integration, User Acceptance Testing, Project Management, Agile Project Management, Process Improvement, Databases, Visio, Software Documentation, Program Management, Requirements Gathering, SaaS, Software Development, PMO, SOA, IT Management, PMP, Microsoft SQL Server, Project Portfolio..., Resource Management, Oracle, Business Requirements, Analysis, Business Process, Access, Web Applications
Education
Pace University - Lubin School of Business 1974 — 1978
BBA, MIS
Blaise Pierre Louis's Morgan Stanley Experience December 2013 - Present
Job Aggregated Assets and Reporting Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley Smith Barney October 2010 - October 2012
Northwestern Mutual Financial Network August 2010 - October 2010
Pace University June 2008 - May 2010
Pace University September 2009 - April 2010
Budget Allocation Committee September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Office Management, Financial Accounting, Valuation, Investments, Securities, Forecasting, Quantitative Analytics, Derivatives, Cost Accounting, Troubleshooting, Bloomberg Terminal, Bloomberg, Auditing, Finance, Fixed Income, Strategic Financial..., Financial Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finanace and Economics Minor in Accounting
North Rockland Highschool
Morgan Stanley December 2013 - Present
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley Smith Barney October 2010 - October 2012
Northwestern Mutual Financial Network August 2010 - October 2010
Pace University June 2008 - May 2010
Pace University September 2009 - April 2010
Budget Allocation Committee September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Office Management, Financial Accounting, Valuation, Investments, Securities, Forecasting, Quantitative Analytics, Derivatives, Cost Accounting, Troubleshooting, Bloomberg Terminal, Bloomberg, Auditing, Finance, Fixed Income, Strategic Financial..., Financial Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finanace and Economics Minor in Accounting
North Rockland Highschool
Aleksandra Shagal Aleksandra Shagal's Morgan Stanley Experience September 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
JPMorgan Chase September 2013 - May 2015
BNY Mellon August 2004 - September 2013
Skills
Mutual Funds, ETFs, Fund Accounting, Derivatives, Hedge Funds, Asset Allocation, Equities, Fixed Income, Alternative Investments, Bloomberg, Fund Administration, Bloomberg Terminal, Asset Management, Corporate Actions
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelors, Finance
Morgan Stanley September 2015 - Present
JPMorgan Chase September 2013 - May 2015
BNY Mellon August 2004 - September 2013
Skills
Mutual Funds, ETFs, Fund Accounting, Derivatives, Hedge Funds, Asset Allocation, Equities, Fixed Income, Alternative Investments, Bloomberg, Fund Administration, Bloomberg Terminal, Asset Management, Corporate Actions
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelors, Finance
Albert Torre's Morgan Stanley Experience 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Credit Suisse August 2007 - December 2010
UBS Wealth Management USA January 2005 - August 2007
Wachovia Securities, Incorporated (formerly Prudential Securities, Inc.) December 2001 - December 2004
Prudential Securities, Inc. October 1989 - December 2001
Skills
Lean Six Sigma Greenbelt, Business Analysis, SDLC, Vendor Management, PMO, Back Office, Financial Services, Business Requirements, PMP, Project Portfolio..., Requirements Gathering, Program Management, IT Strategy, Use Case Analysis, Financial Statements, New Account Opening, Performance Reporting, Portfolio Management, Project Management
Education
Pace University - Lubin School of Business 1984 — 1989
BBA, Management Information Systems
Morgan Stanley 2010 - Present
Credit Suisse August 2007 - December 2010
UBS Wealth Management USA January 2005 - August 2007
Wachovia Securities, Incorporated (formerly Prudential Securities, Inc.) December 2001 - December 2004
Prudential Securities, Inc. October 1989 - December 2001
Skills
Lean Six Sigma Greenbelt, Business Analysis, SDLC, Vendor Management, PMO, Back Office, Financial Services, Business Requirements, PMP, Project Portfolio..., Requirements Gathering, Program Management, IT Strategy, Use Case Analysis, Financial Statements, New Account Opening, Performance Reporting, Portfolio Management, Project Management
Education
Pace University - Lubin School of Business 1984 — 1989
BBA, Management Information Systems
Bradley Ughetta Bradley Ughetta's Morgan Stanley Experience 2005 - 2006
Job Financial Industry Executive
Industry Financial Services
Experience
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
Abbie Overton Abbie Overton's Morgan Stanley Experience September 2006 - September 2008
Job Technology Services Group Project Manager at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable July 2010 - Present
Avon Products Inc September 2008 - May 2010
Morgan Stanley September 2006 - September 2008
Federal Reserve Bank of New York 2003 - 2006
Skills
Process Engineering, Organizational..., Technology..., Risk Management, Resource Management, PMO, Project Management, Project Planning, Outsourcing
Education
Texas A&M University 2001 — 2003
MBA, Strategic Consulting / Finance
Pace University - Lubin School of Business 1991 — 1996
Bachelor of Business Administration (BBA)
Time Warner Cable July 2010 - Present
Avon Products Inc September 2008 - May 2010
Morgan Stanley September 2006 - September 2008
Federal Reserve Bank of New York 2003 - 2006
Skills
Process Engineering, Organizational..., Technology..., Risk Management, Resource Management, PMO, Project Management, Project Planning, Outsourcing
Education
Texas A&M University 2001 — 2003
MBA, Strategic Consulting / Finance
Pace University - Lubin School of Business 1991 — 1996
Bachelor of Business Administration (BBA)
Andrew Lubow Andrew Lubow's Morgan Stanley Experience October 1996 - October 2004
Job AML Compliance Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Jefferies LLC January 2014 - April 2014
GE Capital August 2013 - January 2014
TD Bank April 2013 - July 2013
Citigroup August 2011 - December 2012
Michael Sid & Associates February 2010 - April 2010
MediaMorph April 2009 - June 2009
Bank of New York Mellon February 2007 - November 2008
LOMTO Federal Credit Union August 2005 - February 2007
Morgan Stanley October 1996 - October 2004
Skills
Financial Risk, Auditing, Financial Services, Due Diligence, Operational Risk, Management, Fraud, CRM, Accounting, Policy, Internal Controls, Start-ups, AML, Analysis, Anti Money Laundering, Asset Management, Bank Secrecy Act, Banking, Bloomberg, Capital Markets, Compliance, Credit, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Investments, KYC, OFAC, Operational Risk..., Portfolio Management, Risk Management, Securities, Statistics
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Information Systems
Skidmore College 1981 — 1985
BA, Mathematics
York Preparatory School 1975 — 1981
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Jefferies LLC January 2014 - April 2014
GE Capital August 2013 - January 2014
TD Bank April 2013 - July 2013
Citigroup August 2011 - December 2012
Michael Sid & Associates February 2010 - April 2010
MediaMorph April 2009 - June 2009
Bank of New York Mellon February 2007 - November 2008
LOMTO Federal Credit Union August 2005 - February 2007
Morgan Stanley October 1996 - October 2004
Skills
Financial Risk, Auditing, Financial Services, Due Diligence, Operational Risk, Management, Fraud, CRM, Accounting, Policy, Internal Controls, Start-ups, AML, Analysis, Anti Money Laundering, Asset Management, Bank Secrecy Act, Banking, Bloomberg, Capital Markets, Compliance, Credit, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Investments, KYC, OFAC, Operational Risk..., Portfolio Management, Risk Management, Securities, Statistics
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Information Systems
Skidmore College 1981 — 1985
BA, Mathematics
York Preparatory School 1975 — 1981
Bansi Kachalia Bansi Kachalia's Morgan Stanley Experience 2007 - 2009
Job Junior Buyer at Jetro Restaurant Depot
Industry Financial Services
Experience
- Junior BuyerJetro Restaurant DepotJanuary 2014 - Present
Mineola Mini Mart Inc July 2009 - May 2013
Morgan Stanley 2007 - 2009
Skills
Risk Management, Analysis, Equities, Portfolio Management, Derivatives, Trading
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Universidad Pablo de Olavide 2006 — 2006
International Business and Culture
- Junior BuyerJetro Restaurant DepotJanuary 2014 - Present
Mineola Mini Mart Inc July 2009 - May 2013
Morgan Stanley 2007 - 2009
Skills
Risk Management, Analysis, Equities, Portfolio Management, Derivatives, Trading
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Universidad Pablo de Olavide 2006 — 2006
International Business and Culture
Valerio Bruscianelli Valerio Bruscianelli's Morgan Stanley Experience 2003 - 2004
Job Analyst at Anomaly
Industry Financial Services
Experience
Anomaly August 2015 - Present
EmblemHealth 2011 - 2015
Viacom 2008 - 2011
BNY Mellon 2008 - 2008
Morgan Stanley 2003 - 2004
Skills
Financial Analysis, Microsoft Excel, Analysis, Financial Accounting, Corporate Finance, Microsoft Office, Financial Reporting, Financial Modeling, Finance, Sarbanes-Oxley Act, PowerPoint, Data Analysis, Social Media, Regulatory Compliance, Hyperion Enterprise, PeopleSoft, Databases, Economics, Access, SharePoint, Data Warehousing, SQL, Pivot Tables, General Ledger, DNB, Citrix, Account Reconciliation, Forecasting, SEC filings, Internal Audit, US GAAP, Process Improvement, Cash Management, Auditing, Visio, Analytics, QuickBooks, Sarbanes-Oxley, Business Analysis, JDE Enterprise One, JD Edwards, Risk Management, Vlookup, Accounting, Leadership, Management, Public Speaking, Budgets, Event Planning
Education
Pace University - Lubin School of Business 2006 — 2008
MBA
Pace University - Lubin School of Business
BBA
Anomaly August 2015 - Present
EmblemHealth 2011 - 2015
Viacom 2008 - 2011
BNY Mellon 2008 - 2008
Morgan Stanley 2003 - 2004
Skills
Financial Analysis, Microsoft Excel, Analysis, Financial Accounting, Corporate Finance, Microsoft Office, Financial Reporting, Financial Modeling, Finance, Sarbanes-Oxley Act, PowerPoint, Data Analysis, Social Media, Regulatory Compliance, Hyperion Enterprise, PeopleSoft, Databases, Economics, Access, SharePoint, Data Warehousing, SQL, Pivot Tables, General Ledger, DNB, Citrix, Account Reconciliation, Forecasting, SEC filings, Internal Audit, US GAAP, Process Improvement, Cash Management, Auditing, Visio, Analytics, QuickBooks, Sarbanes-Oxley, Business Analysis, JDE Enterprise One, JD Edwards, Risk Management, Vlookup, Accounting, Leadership, Management, Public Speaking, Budgets, Event Planning
Education
Pace University - Lubin School of Business 2006 — 2008
MBA
Pace University - Lubin School of Business
BBA
Alexander Koretsky Alexander Koretsky's Morgan Stanley Experience January 2004 - May 2005
Job Investments
Industry Internet
Experience
Dask Investments LLC. January 2008 - Present
MetroHorse Inc. June 2005 - August 2007
Morgan Stanley January 2004 - May 2005
Alpha Kappa Psi September 2001 - June 2004
Riggs Investments February 2002 - April 2004
Skills
Equities, Entrepreneurship, Business Planning, Venture Capital, Finance, Start-ups, Investments
Education
alpha kappa psi 2001 — 2004
Vice President
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (MBA), Finance, 3.7
Dask Investments LLC. January 2008 - Present
MetroHorse Inc. June 2005 - August 2007
Morgan Stanley January 2004 - May 2005
Alpha Kappa Psi September 2001 - June 2004
Riggs Investments February 2002 - April 2004
Skills
Equities, Entrepreneurship, Business Planning, Venture Capital, Finance, Start-ups, Investments
Education
alpha kappa psi 2001 — 2004
Vice President
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (MBA), Finance, 3.7
Joseph Furnari's Morgan Stanley Experience October 2009 - April 2014
Job VP Portfolio Management, The Palisades Group, llc.
Industry Investment Management
Experience
The Palisades Group May 2014 - Present
Morgan Stanley October 2009 - April 2014
The Bank of New York Mellon 2006 - August 2010
Savage Trading 2005 - March 2006
ROI Group Associates February 2003 - December 2004
Skills
Strategy, Valuation, Structured Products, Bonds, Securitization
Education
Pace University - Lubin School of Business 2003 — 2006
BBA, Finance
The Palisades Group May 2014 - Present
Morgan Stanley October 2009 - April 2014
The Bank of New York Mellon 2006 - August 2010
Savage Trading 2005 - March 2006
ROI Group Associates February 2003 - December 2004
Skills
Strategy, Valuation, Structured Products, Bonds, Securitization
Education
Pace University - Lubin School of Business 2003 — 2006
BBA, Finance
Alex Rabaev Alex Rabaev's Morgan Stanley Experience 2000 - 2006
Job Goldman Sachs Vice President
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
RBC Capital Markets September 2011 - April 2015
Credit Suisse August 2007 - September 2011
Bear Stearns May 2006 - August 2007
Morgan Stanley 2000 - 2006
Salomon Smith Barney(A member of Citigroup) June 1999 - May 2000
Federal Reserve Bank of New York October 1997 - May 1999
Skills
Derivatives, Swaps, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Prime Brokerage, Structured Products, Middle Office, Hedge Funds, Capital Markets, Interest Rate..., Investment Banking, ISDA, Client Services, Bloomberg, Options, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Goldman Sachs June 2015 - Present
RBC Capital Markets September 2011 - April 2015
Credit Suisse August 2007 - September 2011
Bear Stearns May 2006 - August 2007
Morgan Stanley 2000 - 2006
Salomon Smith Barney(A member of Citigroup) June 1999 - May 2000
Federal Reserve Bank of New York October 1997 - May 1999
Skills
Derivatives, Swaps, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Prime Brokerage, Structured Products, Middle Office, Hedge Funds, Capital Markets, Interest Rate..., Investment Banking, ISDA, Client Services, Bloomberg, Options, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Derrick DeMay Derrick DeMay's Morgan Stanley Experience October 1997 - January 2000
Job President at Kaizen Wealth Management
Industry Financial Services
Experience
Kaizen Wealth Management June 2004 - Present
Merrill Lynch January 2000 - June 2004
Morgan Stanley October 1997 - January 2000
Gruntal & Co January 1995 - October 1997
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, ETFs, Asset Managment, Retirement, Strategic Financial..., Investment Management, Securities, Mutual Funds, Wealth Management, Investments, Insurance, Series 7, Fixed Annuities, Finance, 401k, Investment Strategies, Investment Advisory, Alternative Investments, Equities, Fixed Income, Financial Services, Options, Series 63, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Equity Research, Capital Markets, Equity Trading, Private Equity, Investment Banking, Derivatives, Financial Modeling, Investor Relations, Financial Advisory, Management
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Finance
Pace University - Lubin School of Business
The Financial Planning Program, CFP Certificate Program
Kaizen Wealth Management June 2004 - Present
Merrill Lynch January 2000 - June 2004
Morgan Stanley October 1997 - January 2000
Gruntal & Co January 1995 - October 1997
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, ETFs, Asset Managment, Retirement, Strategic Financial..., Investment Management, Securities, Mutual Funds, Wealth Management, Investments, Insurance, Series 7, Fixed Annuities, Finance, 401k, Investment Strategies, Investment Advisory, Alternative Investments, Equities, Fixed Income, Financial Services, Options, Series 63, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Equity Research, Capital Markets, Equity Trading, Private Equity, Investment Banking, Derivatives, Financial Modeling, Investor Relations, Financial Advisory, Management
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Finance
Pace University - Lubin School of Business
The Financial Planning Program, CFP Certificate Program
Crystal Li's Morgan Stanley Experience February 2015 - Present
Job Open to new job opportunities in financial services field
Industry Investment Management
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley October 2014 - February 2015
TD October 2014 - November 2014
Cape Securities,Inc ($250MM diversified retail broker-dealer,investment advisory,and asset manager) October 2013 - October 2014
Citi June 2013 - September 2013
Jade Brokerage( Commodity Trading Advisory Business) October 2011 - June 2012
Long Jiang Commercial Bank ( leading regional Chinese consumer bank) September 2009 - September 2010
Skills
Microsoft Excel, Marketing, Market Research, Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Customer Service, Team Leadership, Strategic Planning, Budgets, Business Strategy, Project Management, Forecasting, Team Building, Financial Statement..., Financial Planning, CRM Databases, Bloomberg Terminal, Analysis, Financial Modeling, Data Analysis, Investments, Corporate Finance, Public Speaking, Portfolio Management, Valuation, Risk Management, Financial Reporting, Accounting, Financial Services
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (MS), Investments and Securities
University of Surrey 2008 — 2012
Bachelor's Degree, International Business Management
Morgan Stanley February 2015 - Present
Morgan Stanley October 2014 - February 2015
TD October 2014 - November 2014
Cape Securities,Inc ($250MM diversified retail broker-dealer,investment advisory,and asset manager) October 2013 - October 2014
Citi June 2013 - September 2013
Jade Brokerage( Commodity Trading Advisory Business) October 2011 - June 2012
Long Jiang Commercial Bank ( leading regional Chinese consumer bank) September 2009 - September 2010
Skills
Microsoft Excel, Marketing, Market Research, Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Customer Service, Team Leadership, Strategic Planning, Budgets, Business Strategy, Project Management, Forecasting, Team Building, Financial Statement..., Financial Planning, CRM Databases, Bloomberg Terminal, Analysis, Financial Modeling, Data Analysis, Investments, Corporate Finance, Public Speaking, Portfolio Management, Valuation, Risk Management, Financial Reporting, Accounting, Financial Services
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (MS), Investments and Securities
University of Surrey 2008 — 2012
Bachelor's Degree, International Business Management
Thelma Melendez, PHR's Morgan Stanley Experience July 2010 - Present
Job Director, Human Resources at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley July 2010 - Present
Capital One November 2008 - July 2010
Smith Barney May 2008 - November 2008
Citigroup May 2006 - May 2008
Skills
Employee Relations, Deferred Compensation, Succession Planning, Talent Management, Performance Management, Human Resources, PeopleSoft, Taleo, Workforce Planning, Executive Pay, Organizational..., Program Management, PowerPoint, Needs Analysis, Team Leadership, Staff Development
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Human Resources Management
Morgan Stanley July 2010 - Present
Capital One November 2008 - July 2010
Smith Barney May 2008 - November 2008
Citigroup May 2006 - May 2008
Skills
Employee Relations, Deferred Compensation, Succession Planning, Talent Management, Performance Management, Human Resources, PeopleSoft, Taleo, Workforce Planning, Executive Pay, Organizational..., Program Management, PowerPoint, Needs Analysis, Team Leadership, Staff Development
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Human Resources Management
Tammy Singh's Morgan Stanley Experience June 2000 - April 2004
Job Accounting Professional
Industry Accounting
Experience
N. Cheng & Co., P.C. June 2015 - Present
Knock on Wood (US) LLC January 2012 - May 2015
LEGG MASON May 2007 - July 2011
LEGG MASON April 2004 - April 2007
MORGAN STANLEY June 2000 - April 2004
Skills
Bloomberg Terminal, Microsoft Office 2007, Lacerte, Mutual Funds, Fund Accounting, Financial Reporting, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Managment, Equities, Financial Accounting, Fixed Income, Investments, Internal Audit, Auditing
Education
CUNY College of Staten Island 1996 — 2000
Bachelor of Science, Accounting
Pace University 1995 — 1996
Computer Science and Information Systems
N. Cheng & Co., P.C. June 2015 - Present
Knock on Wood (US) LLC January 2012 - May 2015
LEGG MASON May 2007 - July 2011
LEGG MASON April 2004 - April 2007
MORGAN STANLEY June 2000 - April 2004
Skills
Bloomberg Terminal, Microsoft Office 2007, Lacerte, Mutual Funds, Fund Accounting, Financial Reporting, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Managment, Equities, Financial Accounting, Fixed Income, Investments, Internal Audit, Auditing
Education
CUNY College of Staten Island 1996 — 2000
Bachelor of Science, Accounting
Pace University 1995 — 1996
Computer Science and Information Systems
Tim Molloy Tim Molloy's Morgan Stanley Experience June 2004 - September 2007
Job McLagan
Industry Human Resources
Experience
McLagan November 2013 - Present
Consumer Reports September 2013 - November 2013
Sikorsky Aircraft October 2010 - July 2013
Credit Suisse June 2007 - June 2010
Morgan Stanley June 2004 - September 2007
Skills
Executive Compensation, Compensation, Benefits Administration, HRIS, Benefits, Employee Benefits, Deferred Compensation, Executive Pay
Education
Pace University
BA, Human Resources
McLagan November 2013 - Present
Consumer Reports September 2013 - November 2013
Sikorsky Aircraft October 2010 - July 2013
Credit Suisse June 2007 - June 2010
Morgan Stanley June 2004 - September 2007
Skills
Executive Compensation, Compensation, Benefits Administration, HRIS, Benefits, Employee Benefits, Deferred Compensation, Executive Pay
Education
Pace University
BA, Human Resources
Svetlana Parmit's Morgan Stanley Experience April 2010 - September 2015
Job Director, IT at Cablevision
Industry Telecommunications
Experience
Cablevision September 2015 - Present
Morgan Stanley April 2010 - September 2015
Morgan Stanley April 2008 - April 2010
Skills
Portfolio Management, Risk Management, IT Strategy, Project Management, Vendor Management, Program Management, Business Analysis, ITIL, Management, IT Service Management, Information Technology, Project Delivery, Financial Services, Disaster Recovery, IT Management, SDLC, Enterprise Architecture, Integration, Outsourcing
Education
Pace University
Political Science, BA
Cablevision September 2015 - Present
Morgan Stanley April 2010 - September 2015
Morgan Stanley April 2008 - April 2010
Skills
Portfolio Management, Risk Management, IT Strategy, Project Management, Vendor Management, Program Management, Business Analysis, ITIL, Management, IT Service Management, Information Technology, Project Delivery, Financial Services, Disaster Recovery, IT Management, SDLC, Enterprise Architecture, Integration, Outsourcing
Education
Pace University
Political Science, BA
Adam Doren Adam Doren's Morgan Stanley Experience December 2013 - October 2014
Job Commodities Middle Office (consultant) at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Nancy Kearney's Morgan Stanley Experience July 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Credit Suisse November 2011 - Present
Royal Bank of Scotland 2008 - December 2011
UBS 2006 - 2008
Countrywide Bank 2005 - 2006
Consultant 2003 - 2005
GE Capital 1997 - 2003
Skills
Operational Risk, Risk Management, Credit Risk, Market Risk, Portfolio Management, Fixed Income, Credit Analysis, Financial Risk, Strategy, Financial Services, Credit, Due Diligence, Management, Derivatives
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance & International Management
Pace University - Lubin School of Business 1985 — 1988
BBA, Management Information Systems
Morgan Stanley July 2014 - Present
Credit Suisse November 2011 - Present
Royal Bank of Scotland 2008 - December 2011
UBS 2006 - 2008
Countrywide Bank 2005 - 2006
Consultant 2003 - 2005
GE Capital 1997 - 2003
Skills
Operational Risk, Risk Management, Credit Risk, Market Risk, Portfolio Management, Fixed Income, Credit Analysis, Financial Risk, Strategy, Financial Services, Credit, Due Diligence, Management, Derivatives
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance & International Management
Pace University - Lubin School of Business 1985 — 1988
BBA, Management Information Systems
Joseph Rinaldi, Investment Advisor Joseph Rinaldi, Investment Advisor's Morgan Stanley Experience June 1986 - January 1988
Job Financial Advisor | Asset Management | Portfolio Risk Management | Wealth Management | Professor | Washington, D.C.
Industry Financial Services
Experience
QFA Capital Consultants, LLC October 2009 - Present
Robert H. Smith School of Business at University of Maryland January 2009 - Present
Quantum Financial Advisors, Inc. June 1996 - Present
Resolution Trust Corporation September 1991 - September 1994
MNC Financial 1989 - 1991
Morgan Stanley June 1986 - January 1988
FHLB New York January 1985 - May 1986
Skills
Investment Advisory, Risk Management, Pensions, Asset, Valuation, Derivatives, Financial Analysis, Real Estate, Bonds, Capital Markets, Asset Management, Securities, Investments, Financial Institutions, Fixed Income, Wealth Management, Equities, Portfolio Management, Wealth, Asset Allocation, Mortgage, Cash Management, Hedge Funds, Credit, Structuring, Investment Strategies, Options, Financial Planning, Due Diligence, Financial Modeling, Mutual Funds, Risk, Restructuring, Financial Markets, Financial Advisory, Pension Funds, Banking, Mortgage Lending, Financial Services, Financial Risk, Asset Managment, Finance, Trading, Investment Banking
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Investments & MIS
Hofstra University, Zarb School of Business 1977 — 1981
BBA, Finance and Economics
QFA Capital Consultants, LLC October 2009 - Present
Robert H. Smith School of Business at University of Maryland January 2009 - Present
Quantum Financial Advisors, Inc. June 1996 - Present
Resolution Trust Corporation September 1991 - September 1994
MNC Financial 1989 - 1991
Morgan Stanley June 1986 - January 1988
FHLB New York January 1985 - May 1986
Skills
Investment Advisory, Risk Management, Pensions, Asset, Valuation, Derivatives, Financial Analysis, Real Estate, Bonds, Capital Markets, Asset Management, Securities, Investments, Financial Institutions, Fixed Income, Wealth Management, Equities, Portfolio Management, Wealth, Asset Allocation, Mortgage, Cash Management, Hedge Funds, Credit, Structuring, Investment Strategies, Options, Financial Planning, Due Diligence, Financial Modeling, Mutual Funds, Risk, Restructuring, Financial Markets, Financial Advisory, Pension Funds, Banking, Mortgage Lending, Financial Services, Financial Risk, Asset Managment, Finance, Trading, Investment Banking
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Investments & MIS
Hofstra University, Zarb School of Business 1977 — 1981
BBA, Finance and Economics
Sheryl Martinez's Morgan Stanley Experience 1983 - 1986
Job Manager at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority 1992 - Present
Kidder Peabody 1986 - 1988
Morgan Stanley 1983 - 1986
Goldman Sachs 1977 - 1983
Skills
Derivatives, Mutual Funds, Risk Management, Securities Regulation, Capital Markets, Securities, Financial Modeling, Financial Services, Equities, Financial Analysis, Finance, Fixed Income, Series 7, Due Diligence, Hedge Funds
Education
Pace University
Accounting
Financial Industry Regulatory Authority 1992 - Present
Kidder Peabody 1986 - 1988
Morgan Stanley 1983 - 1986
Goldman Sachs 1977 - 1983
Skills
Derivatives, Mutual Funds, Risk Management, Securities Regulation, Capital Markets, Securities, Financial Modeling, Financial Services, Equities, Financial Analysis, Finance, Fixed Income, Series 7, Due Diligence, Hedge Funds
Education
Pace University
Accounting
Angela Mia Colasuonno Angela Mia Colasuonno's Morgan Stanley Experience April 2006 - December 2007
Job OTC Derivatives Professional | Operations | Client Onboarding | Project Management
Industry Capital Markets
Experience
Center for Urban Community Services March 2007 - Present
Sapient Global Markets August 2010 - November 2014
Debevoise & Plimpton (Update Legal) September 2008 - July 2009
Morgan Stanley April 2006 - December 2007
Deutsche Bank March 2002 - December 2005
Scrittura (Intuitive Products International) April 1998 - April 2000
Deutsche Bank May 1996 - April 1998
Merrill Lynch April 1992 - May 1996
Skills
Derivatives, Capital Markets, Fixed Income, Project Management, Emerging Markets, Equities, Dodd-Frank, Commodity, Trading, ISDA, Equity Derivatives, Outsourcing, Back Office, Structured Finance, Prime Brokerage, Relationship Management, Credit Derivatives, Private Equity, Process Engineering, Leadership, Business Strategy, Documentation, Collaborative Problem..., Financial Risk
Education
Pace University - Lubin School of Business
BBA
Taylor Business Institute
Paralegal Certification
Center for Urban Community Services March 2007 - Present
Sapient Global Markets August 2010 - November 2014
Debevoise & Plimpton (Update Legal) September 2008 - July 2009
Morgan Stanley April 2006 - December 2007
Deutsche Bank March 2002 - December 2005
Scrittura (Intuitive Products International) April 1998 - April 2000
Deutsche Bank May 1996 - April 1998
Merrill Lynch April 1992 - May 1996
Skills
Derivatives, Capital Markets, Fixed Income, Project Management, Emerging Markets, Equities, Dodd-Frank, Commodity, Trading, ISDA, Equity Derivatives, Outsourcing, Back Office, Structured Finance, Prime Brokerage, Relationship Management, Credit Derivatives, Private Equity, Process Engineering, Leadership, Business Strategy, Documentation, Collaborative Problem..., Financial Risk
Education
Pace University - Lubin School of Business
BBA
Taylor Business Institute
Paralegal Certification
Subbaiah Maneyapanda Subbaiah Maneyapanda's Morgan Stanley Experience December 2013 - June 2014
Job Data Management Change Manager
Industry Investment Banking
Experience
GE Capital June 2014 - Present
Morgan Stanley December 2013 - June 2014
UBS March 2006 - December 2013
UBS Investment Bank January 2004 - March 2006
Aventis Pasteur November 2003 - December 2003
Information Builders March 2003 - November 2003
esoftwarehelp June 2002 - December 2002
Pace University September 2000 - August 2002
Talisma June 1999 - July 2000
Skills
Reference Data, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Visio, Vendor Management, Systems Analysis, Quality Center, Investment Banking, Market Data, Business Process, Waterfall, Project Delivery, Test Planning, Test Management, Fixed Income, Stakeholder Management, Data Migration, Quality Assurance, Functional..., Gap Analysis, Back Office, Project Management, Equities, Capital Markets, Banking
Education
Pace University 2001 — 2003
MS, Information Systems
University of Mysore 1996 — 1999
BBM, Bachelor of Business Management
St Josephs High School 1989 — 1992
GE Capital June 2014 - Present
Morgan Stanley December 2013 - June 2014
UBS March 2006 - December 2013
UBS Investment Bank January 2004 - March 2006
Aventis Pasteur November 2003 - December 2003
Information Builders March 2003 - November 2003
esoftwarehelp June 2002 - December 2002
Pace University September 2000 - August 2002
Talisma June 1999 - July 2000
Skills
Reference Data, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Visio, Vendor Management, Systems Analysis, Quality Center, Investment Banking, Market Data, Business Process, Waterfall, Project Delivery, Test Planning, Test Management, Fixed Income, Stakeholder Management, Data Migration, Quality Assurance, Functional..., Gap Analysis, Back Office, Project Management, Equities, Capital Markets, Banking
Education
Pace University 2001 — 2003
MS, Information Systems
University of Mysore 1996 — 1999
BBM, Bachelor of Business Management
St Josephs High School 1989 — 1992
Beryl Rosenberg's Morgan Stanley Experience July 2011 - September 2011
Job
Industry Financial Services
Experience
World Business Lenders, LLC June 2015 - Present
J.P. Morgan August 2013 - Present
Ally Financial Inc. September 2011 - Present
Morgan Stanley July 2011 - September 2011
Bank of America November 2010 - April 2011
On Bulb January 2008 - September 2009
UBS December 2005 - November 2007
Deutsche Bank October 2004 - November 2005
Approved Funding November 2002 - October 2004
Skills
Credit Analysis, Portfolio Management, Asset Management, Customer Relations, Trade analysis, Real Estate Financing, Asset Managment, Risk Management, Business Development, Capital Markets, Loans, Trading, Mortgage Lending, Finance, Valuation, Funding, Fixed Income, Due Diligence, Loan Origination, Financial Modeling, Financial Services, Negotiation, Customer Service, Analysis, Banking, Business Analysis, Corporate Finance, Credit
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Investment Management
Touro College
Bachelor of Science, Finance
World Business Lenders, LLC June 2015 - Present
J.P. Morgan August 2013 - Present
Ally Financial Inc. September 2011 - Present
Morgan Stanley July 2011 - September 2011
Bank of America November 2010 - April 2011
On Bulb January 2008 - September 2009
UBS December 2005 - November 2007
Deutsche Bank October 2004 - November 2005
Approved Funding November 2002 - October 2004
Skills
Credit Analysis, Portfolio Management, Asset Management, Customer Relations, Trade analysis, Real Estate Financing, Asset Managment, Risk Management, Business Development, Capital Markets, Loans, Trading, Mortgage Lending, Finance, Valuation, Funding, Fixed Income, Due Diligence, Loan Origination, Financial Modeling, Financial Services, Negotiation, Customer Service, Analysis, Banking, Business Analysis, Corporate Finance, Credit
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Investment Management
Touro College
Bachelor of Science, Finance
Tim Mayberry's Morgan Stanley Experience December 2006 - September 2011
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley December 2006 - September 2011
Morgan Stanley July 2000 - December 2006
Skills
Fixed Income
Education
Pace University 2002 — 2004
MBA, Finance
Siena College 1996 — 2000
BS, Finance
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley December 2006 - September 2011
Morgan Stanley July 2000 - December 2006
Skills
Fixed Income
Education
Pace University 2002 — 2004
MBA, Finance
Siena College 1996 — 2000
BS, Finance
Russell Davidson's Morgan Stanley Experience June 2009 - July 2011
Job
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
JPMorgan Chase August 2011 - December 2013
Morgan Stanley June 2009 - July 2011
Citigroup July 2004 - June 2009
AIG January 2004 - July 2004
UBS Financial Services, Inc June 1999 - January 2004
Morgan Stanley December 1997 - June 1999
Proudfoot Reports June 1995 - December 1996
Skills
Project Planning, Project Management, Business Continuity, Disaster Recovery, Business Analysis, SDLC, Management, Program Management, Operational Risk..., Business Continuity..., Risk Assessment, Financial Risk, Risk Management, CBCP, Governance, Financial Services, Enterprise Risk..., Operational Risk, Data Center, Testing
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Information Systems
University at Albany, SUNY 1991 — 1995
BA, Business Administration, Sociology
JPMorgan Chase December 2013 - Present
JPMorgan Chase August 2011 - December 2013
Morgan Stanley June 2009 - July 2011
Citigroup July 2004 - June 2009
AIG January 2004 - July 2004
UBS Financial Services, Inc June 1999 - January 2004
Morgan Stanley December 1997 - June 1999
Proudfoot Reports June 1995 - December 1996
Skills
Project Planning, Project Management, Business Continuity, Disaster Recovery, Business Analysis, SDLC, Management, Program Management, Operational Risk..., Business Continuity..., Risk Assessment, Financial Risk, Risk Management, CBCP, Governance, Financial Services, Enterprise Risk..., Operational Risk, Data Center, Testing
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Information Systems
University at Albany, SUNY 1991 — 1995
BA, Business Administration, Sociology
David Gold's Morgan Stanley Experience July 2014 - Present
Job Prime Brokerage, Business Consulting
Industry Investment Management
Experience
Morgan Stanley July 2014 - Present
Towers Watson May 2011 - July 2014
BlackRock April 2010 - May 2011
Towers Watson June 2007 - March 2010
Morgan Stanley June 2005 - May 2007
Mitsui & Co. March 2002 - June 2005
CIBC Oppenheimer Corp. June 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Operational Due..., Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Pensions, Investment Management, Institutional..., Valuation, Fixed Income
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science
Pace University - Lubin School of Business
BBA
Morgan Stanley July 2014 - Present
Towers Watson May 2011 - July 2014
BlackRock April 2010 - May 2011
Towers Watson June 2007 - March 2010
Morgan Stanley June 2005 - May 2007
Mitsui & Co. March 2002 - June 2005
CIBC Oppenheimer Corp. June 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Operational Due..., Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Pensions, Investment Management, Institutional..., Valuation, Fixed Income
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science
Pace University - Lubin School of Business
BBA
Qasim Choudry's Morgan Stanley Experience August 2010 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley August 2010 - Present
JPMorgan Chase May 2009 - August 2010
Merrill Lynch June 2004 - May 2009
Skills
Investment Banking, Equities, Internal Audit, IT Risk Management, Fixed Income, Credit, Securitized Products, Strategic Initiatives, CISA, Market Risk, Credit Derivatives, Project Management, Electronic Funds..., Operational Risk..., Derivatives, Enterprise Risk..., Financial Risk, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance andManagement Information Systems (MIS)
Fort Hamilton High School 1997 — 2001
Morgan Stanley August 2010 - Present
JPMorgan Chase May 2009 - August 2010
Merrill Lynch June 2004 - May 2009
Skills
Investment Banking, Equities, Internal Audit, IT Risk Management, Fixed Income, Credit, Securitized Products, Strategic Initiatives, CISA, Market Risk, Credit Derivatives, Project Management, Electronic Funds..., Operational Risk..., Derivatives, Enterprise Risk..., Financial Risk, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance andManagement Information Systems (MIS)
Fort Hamilton High School 1997 — 2001
Stebin John's Morgan Stanley Experience 2006 - 2007
Job Senior Consultant at EY
Industry Management Consulting
Experience
EY 2014 - Present
JetBlue Airways 2009 - 2014
JetBlue Airways 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Change Management, Fuel Management, RFP, Supply Chain Management, Business Analysis, Business Process..., Procurement, Process Improvement, Six Sigma, Cost Benefit, Internal Audit, SOX Compliancy, Process Improvement..., Lean Process Improvement, Jet Fuel, Consortium, Oil/Gas, Project Planning, Management Consulting, Management, Software Documentation, Aviation
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor of Business Administration (BBA), Finance, General
Queens College 2000 — 2002
Computer Science
EY 2014 - Present
JetBlue Airways 2009 - 2014
JetBlue Airways 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Change Management, Fuel Management, RFP, Supply Chain Management, Business Analysis, Business Process..., Procurement, Process Improvement, Six Sigma, Cost Benefit, Internal Audit, SOX Compliancy, Process Improvement..., Lean Process Improvement, Jet Fuel, Consortium, Oil/Gas, Project Planning, Management Consulting, Management, Software Documentation, Aviation
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor of Business Administration (BBA), Finance, General
Queens College 2000 — 2002
Computer Science
William Quinn's Morgan Stanley Experience March 2005 - March 2007
Job Sr. Project Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2008 - Present
Keane Inc 2008 - 2008
Morgan Stanley March 2005 - March 2007
Capital One 2003 - 2007
Quick & Reilly 1997 - 2002
Skills
PMP, Software Project..., Business Analysis, SDLC, PMO, Vendor Management, IT Strategy, Integration, Program Management, Project Management, Project Portfolio..., Resource Management, Risk Management
Education
Pace University - Lubin School of Business 1973 — 1977
Goldman Sachs February 2008 - Present
Keane Inc 2008 - 2008
Morgan Stanley March 2005 - March 2007
Capital One 2003 - 2007
Quick & Reilly 1997 - 2002
Skills
PMP, Software Project..., Business Analysis, SDLC, PMO, Vendor Management, IT Strategy, Integration, Program Management, Project Management, Project Portfolio..., Resource Management, Risk Management
Education
Pace University - Lubin School of Business 1973 — 1977
Adam Yucht's Morgan Stanley Experience January 2015 - Present
Job Research Manager Global Capital Markets Sector Head at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - January 2015
Morgan Stanley September 2012 - June 2014
Integreon Managed Solutions February 2009 - October 2012
Integreon Managed Solutions February 2009 - June 2010
Morgan Stanley December 2007 - November 2008
THOMSON FINANCIAL INC January 1997 - January 2007
Thomson January 1999 - January 2002
Thomson January 1997 - January 1999
VALUE LINE, INC January 1995 - January 1996
Skills
Research, Knowledge Management, Data Analysis, Market Data, Due Diligence, Asset Management, Financial Reporting, Business Analysis, Analysis, Vendor Management, Financial Services, Bloomberg, Market Research, Databases, SharePoint, Online Research, Strategy, Information Management, Capital Markets, Analytics, Equities, Mergers, Financial Markets, Private Equity, Risk Management
Education
Pace University - Lubin School of Business 2005 — 2007
MBA - Master of Business Administration, Finance - 2007
State University of New York College at Plattsburgh 1992 — 1995
BS, Management
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - January 2015
Morgan Stanley September 2012 - June 2014
Integreon Managed Solutions February 2009 - October 2012
Integreon Managed Solutions February 2009 - June 2010
Morgan Stanley December 2007 - November 2008
THOMSON FINANCIAL INC January 1997 - January 2007
Thomson January 1999 - January 2002
Thomson January 1997 - January 1999
VALUE LINE, INC January 1995 - January 1996
Skills
Research, Knowledge Management, Data Analysis, Market Data, Due Diligence, Asset Management, Financial Reporting, Business Analysis, Analysis, Vendor Management, Financial Services, Bloomberg, Market Research, Databases, SharePoint, Online Research, Strategy, Information Management, Capital Markets, Analytics, Equities, Mergers, Financial Markets, Private Equity, Risk Management
Education
Pace University - Lubin School of Business 2005 — 2007
MBA - Master of Business Administration, Finance - 2007
State University of New York College at Plattsburgh 1992 — 1995
BS, Management
Vlad Shchupak's Morgan Stanley Experience April 2013 - Present
Job Vice President Risk and Projects at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley January 2009 - April 2013
Morgan Stanley January 2005 - January 2009
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Financial Risk, Finance
Education
Pace University 1998 — 2003
B.B.A., Finance & minor in IS
Morgan Stanley April 2013 - Present
Morgan Stanley January 2009 - April 2013
Morgan Stanley January 2005 - January 2009
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Financial Risk, Finance
Education
Pace University 1998 — 2003
B.B.A., Finance & minor in IS
Carolyn Carter's Morgan Stanley Experience November 2013 - Present
Job Executive Director, Service Delivery at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley February 2006 - November 2013
AIG January 2003 - February 2006
Guess?, Inc. 2000 - 2003
Skills
Business Analysis, Vendor Management, PeopleSoft, HRIS, SDLC, Workday, Financial Services, Change Management, Human Resources, Onboarding, Talent Management, Recruiting, Employee Benefits, Performance Management, Process Improvement, Management
Education
Pace University - Lubin School of Business 1992 — 1997
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley November 2013 - Present
Morgan Stanley February 2006 - November 2013
AIG January 2003 - February 2006
Guess?, Inc. 2000 - 2003
Skills
Business Analysis, Vendor Management, PeopleSoft, HRIS, SDLC, Workday, Financial Services, Change Management, Human Resources, Onboarding, Talent Management, Recruiting, Employee Benefits, Performance Management, Process Improvement, Management
Education
Pace University - Lubin School of Business 1992 — 1997
Bachelor of Business Administration (BBA), Finance, General
Robert Vitali's Morgan Stanley Experience January 2012 - Present
Job Global Head of Information Risk Oversight at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley April 2000 - February 2012
FS/ISAC 2003 - 2009
Skills
Information Security
Education
Pace University 1995 — 2000
MS
Pace University 1978 — 1984
BS
Morgan Stanley January 2012 - Present
Morgan Stanley April 2000 - February 2012
FS/ISAC 2003 - 2009
Skills
Information Security
Education
Pace University 1995 — 2000
MS
Pace University 1978 — 1984
BS
Phil Hartford's Morgan Stanley Experience March 2006 - March 2007
Job Project Manager / PMO at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2010 - Present
Calyon November 2009 - April 2010
MJF Telecommunications February 2009 - October 2009
Citibank February 2008 - December 2008
Merrill Lynch March 2007 - February 2008
Morgan Stanley March 2006 - March 2007
JPMorgan Chase 1998 - 2006
Bankers Trust Company 1997 - 1998
Education
Pace University
St. Johns Graduate Scool of Business
Barclays Capital May 2010 - Present
Calyon November 2009 - April 2010
MJF Telecommunications February 2009 - October 2009
Citibank February 2008 - December 2008
Merrill Lynch March 2007 - February 2008
Morgan Stanley March 2006 - March 2007
JPMorgan Chase 1998 - 2006
Bankers Trust Company 1997 - 1998
Education
Pace University
St. Johns Graduate Scool of Business
Anasa Edwards's Morgan Stanley Experience May 2004 - April 2005
Job Vice President, Senior Business Analyst, Corporate and Investment Bank
Industry Banking
Experience
Citi January 2015 - Present
Citi February 2010 - January 2015
Citi February 2007 - January 2010
Citi May 2005 - February 2007
Morgan Stanley May 2004 - April 2005
Deutsche Bank May 2003 - August 2003
Skills
Investment Banking, Credit Risk, Business Analysis, Financial Services, Due Diligence, Equities, Analysis, Microsoft Office, Project Management, Valuation, Credit, Strategic Financial..., Relationship Management, Financial Markets, Project Planning, Business Requirements, Wireframes, Agile Methodologies
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Financial Management
St. Francis College 2000 — 2004
BS, Finance (Magna Cum Laude)
Citi January 2015 - Present
Citi February 2010 - January 2015
Citi February 2007 - January 2010
Citi May 2005 - February 2007
Morgan Stanley May 2004 - April 2005
Deutsche Bank May 2003 - August 2003
Skills
Investment Banking, Credit Risk, Business Analysis, Financial Services, Due Diligence, Equities, Analysis, Microsoft Office, Project Management, Valuation, Credit, Strategic Financial..., Relationship Management, Financial Markets, Project Planning, Business Requirements, Wireframes, Agile Methodologies
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Financial Management
St. Francis College 2000 — 2004
BS, Finance (Magna Cum Laude)
Tim Neary's Morgan Stanley Experience June 2015 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Bank of America April 2011 - June 2015
Morgan Stanley 1994 - 2011
Skills
Capital Markets
Education
Pace University 1989 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Villanova University 1983 — 1987
Our Lady of Lourdes 1979 — 1983
High School
Morgan Stanley June 2015 - Present
Bank of America April 2011 - June 2015
Morgan Stanley 1994 - 2011
Skills
Capital Markets
Education
Pace University 1989 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Villanova University 1983 — 1987
Our Lady of Lourdes 1979 — 1983
High School
Peter Vitrano's Morgan Stanley Experience August 1997 - August 1999
Job Vice President, Global Operations Technology, Nomura America Services, LLC
Industry Financial Services
Experience
Nomura America Services, LLC August 1999 - Present
Morgan Stanley August 1997 - August 1999
Lehman Brothers October 1993 - August 1997
Trecom Business Systems June 1992 - October 1993
Morgan Stanley November 1987 - June 1992
Goldman Sachs March 1986 - November 1987
Skills
Equity Trading, Equity Derivatives, Prime Brokerage, Settlement Services, Enterprise Architecture, Application Lifecycle..., IT Outsourcing, Back Office, Equities, Trading Systems, Trading, Bonds, Derivatives, Options, SDLC, Strategy, Sybase, Capital Markets, Fixed Income, Investment Banking
Education
Pace University 1981 — 1986
Bachelor of Business Administration (BBA), Management Information Systems, General
Nomura America Services, LLC August 1999 - Present
Morgan Stanley August 1997 - August 1999
Lehman Brothers October 1993 - August 1997
Trecom Business Systems June 1992 - October 1993
Morgan Stanley November 1987 - June 1992
Goldman Sachs March 1986 - November 1987
Skills
Equity Trading, Equity Derivatives, Prime Brokerage, Settlement Services, Enterprise Architecture, Application Lifecycle..., IT Outsourcing, Back Office, Equities, Trading Systems, Trading, Bonds, Derivatives, Options, SDLC, Strategy, Sybase, Capital Markets, Fixed Income, Investment Banking
Education
Pace University 1981 — 1986
Bachelor of Business Administration (BBA), Management Information Systems, General
Sudarshan Jain's Morgan Stanley Experience July 2006 - August 2008
Job Financial Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2014 - Present
Visium Asset Management August 2008 - July 2014
Morgan Stanley July 2006 - August 2008
Moody's 2005 - 2006
Skills
Bloomberg, Excel, Equities, Hedge Funds, Asset Management, Derivatives, Options, Fixed Income, Investment Banking, Alternative Investments, Investments, Financial Modeling, Microsoft Excel, Capital Markets, Securities, Bonds, Valuation, Trading, FX Options, Bloomberg Terminal, Equity Derivatives, Swaps, Credit Derivatives, Middle Office, Prime Brokerage, Financial Markets, Commodity, Corporate Actions, Settlement, Securities Lending, ETFs, CDS, Finance, Mutual Funds
Education
Pace University 2002 — 2006
Bachelor of Business Administration (BBA), Economics
The Blackstone Group July 2014 - Present
Visium Asset Management August 2008 - July 2014
Morgan Stanley July 2006 - August 2008
Moody's 2005 - 2006
Skills
Bloomberg, Excel, Equities, Hedge Funds, Asset Management, Derivatives, Options, Fixed Income, Investment Banking, Alternative Investments, Investments, Financial Modeling, Microsoft Excel, Capital Markets, Securities, Bonds, Valuation, Trading, FX Options, Bloomberg Terminal, Equity Derivatives, Swaps, Credit Derivatives, Middle Office, Prime Brokerage, Financial Markets, Commodity, Corporate Actions, Settlement, Securities Lending, ETFs, CDS, Finance, Mutual Funds
Education
Pace University 2002 — 2006
Bachelor of Business Administration (BBA), Economics
Derrick Bradley's Morgan Stanley Experience 1989 - 1996
Job
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2010 - Present
Merrill Lynch April 2002 - August 2009
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
Morgan Stanley 1989 - 1996
Morgan Stanley 1989 - 1996
Skills
Financial Analysis, Financial Services, Finance, Risk Management, Corporate Finance, Analysis, Accounting, Portfolio Management
Education
Pace University - Lubin School of Business 1984 — 1988
Federal Reserve Bank of New York April 2010 - Present
Merrill Lynch April 2002 - August 2009
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
Morgan Stanley 1989 - 1996
Morgan Stanley 1989 - 1996
Skills
Financial Analysis, Financial Services, Finance, Risk Management, Corporate Finance, Analysis, Accounting, Portfolio Management
Education
Pace University - Lubin School of Business 1984 — 1988
Stephen Dalli's Morgan Stanley Experience June 2006 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley June 2006 - February 2008
Prudential Securities 1985 - 1992
Education
Pace University 1980 — 1984
Morgan Stanley June 2006 - February 2008
Prudential Securities 1985 - 1992
Education
Pace University 1980 — 1984
Bill Gilroy's Morgan Stanley Experience 1986 - 2004
Job Senior Level Operational Risk Management Professional Looking for New Opportunities
Industry Financial Services
Experience
Point Management Group August 2013 - June 2014
Madison Consulting Group July 2013 - August 2013
Pride Technologies September 2012 - November 2012
Societe Generale 2010 - 2011
NYSE 2008 - 2010
Credit Suisse 2004 - 2008
Morgan Stanley 1986 - 2004
Skills
Operational Risk, Risk Metrics, Risk Assessment, Policies and Procedures, Basel II, Enterprise Risk..., Investment Banking, Financial Risk, Banking, Derivatives, Fixed Income, Equities, Operational Risk..., Risk Management, Financial Services, Process Improvement, Capital Markets, Internal Controls, AML, Finance, Internal Audit, @Risk
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
Pace University - Lubin School of Business 1977 — 1981
BBA, Marketing
Point Management Group August 2013 - June 2014
Madison Consulting Group July 2013 - August 2013
Pride Technologies September 2012 - November 2012
Societe Generale 2010 - 2011
NYSE 2008 - 2010
Credit Suisse 2004 - 2008
Morgan Stanley 1986 - 2004
Skills
Operational Risk, Risk Metrics, Risk Assessment, Policies and Procedures, Basel II, Enterprise Risk..., Investment Banking, Financial Risk, Banking, Derivatives, Fixed Income, Equities, Operational Risk..., Risk Management, Financial Services, Process Improvement, Capital Markets, Internal Controls, AML, Finance, Internal Audit, @Risk
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
Pace University - Lubin School of Business 1977 — 1981
BBA, Marketing
Annie Pace's Morgan Stanley Experience Senior Programmer/AnalystPrudential SecuritiesApril 1993 - October 1994
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Senior Programmer/AnalystPrudential SecuritiesApril 1993 - October 1994
Merrill Lynch July 1990 - April 1993
Education
Pace University - Lubin School of Business 1986 — 1990
St. Joseph Hill Academy 1982 — 1986
Morgan Stanley Senior Programmer/AnalystPrudential SecuritiesApril 1993 - October 1994
Merrill Lynch July 1990 - April 1993
Education
Pace University - Lubin School of Business 1986 — 1990
St. Joseph Hill Academy 1982 — 1986
Michael Gosse's Morgan Stanley Experience April 1986 - August 1993
Job VP Project Management Manager GFX Complex Products at Wells Fargo Bank
Industry Capital Markets
Experience
Wells Fargo Bank May 2010 - Present
Bank of America September 2009 - May 2010
Financial Industry Technical Services Inc. February 2009 - September 2009
Bank of America June 2008 - February 2009
Bank of America May 2000 - June 2008
OMR Systems Corp June 1998 - May 2000
Société Générale Corporate and Investment Banking November 1997 - June 1998
Barclays Capital August 1993 - October 1997
Morgan Stanley April 1986 - August 1993
Skills
Derivatives, Fixed Income, Process Improvement, Project Management, Trading, Options, SDLC, FX Options, Finance, Financial Services, Mergers & Acquisitions, Middle Office, Commodity, Currency, Credit, Foreign Exchange
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Management Science
Wells Fargo Bank May 2010 - Present
Bank of America September 2009 - May 2010
Financial Industry Technical Services Inc. February 2009 - September 2009
Bank of America June 2008 - February 2009
Bank of America May 2000 - June 2008
OMR Systems Corp June 1998 - May 2000
Société Générale Corporate and Investment Banking November 1997 - June 1998
Barclays Capital August 1993 - October 1997
Morgan Stanley April 1986 - August 1993
Skills
Derivatives, Fixed Income, Process Improvement, Project Management, Trading, Options, SDLC, FX Options, Finance, Financial Services, Mergers & Acquisitions, Middle Office, Commodity, Currency, Credit, Foreign Exchange
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Management Science
Eugene Tedeschi's Morgan Stanley Experience August 2011 - Present
Job Financial Controller/Business Manager
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Deutsche Bank January 2011 - March 2011
Citigroup 2006 - 2010
KPMG 2002 - 2006
American International Group 1997 - 2002
Skills
Hedge Funds, Budgets, Accounting, Vendor Management, Financial Services, Management, Forecasting, Financial Reporting, Fixed Income, PMO, Project Planning, Leadership, Finance, Financial Risk
Education
Pace University - Lubin School of Business
MS, Accounting
Villanova University
BS, Business Administration
Morgan Stanley August 2011 - Present
Deutsche Bank January 2011 - March 2011
Citigroup 2006 - 2010
KPMG 2002 - 2006
American International Group 1997 - 2002
Skills
Hedge Funds, Budgets, Accounting, Vendor Management, Financial Services, Management, Forecasting, Financial Reporting, Fixed Income, PMO, Project Planning, Leadership, Finance, Financial Risk
Education
Pace University - Lubin School of Business
MS, Accounting
Villanova University
BS, Business Administration
Valencia Haynes's Morgan Stanley Experience March 2001 - June 2009
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Lee M. Budd, MBA's Morgan Stanley Experience 2006 - 2008
Job Managing Member & Senior Consultant at Business Insight & Analytics, LLC
Industry Management Consulting
Experience
Business Insight & Analytics, LLC January 2009 - Present
Morgan Stanley 2006 - 2008
Morgan Stanley 2001 - 2006
Morgan Stanley 2000 - 2001
Dean Witter 1997 - 2000
Dean Witter 1996 - 1997
Dean Witter 1995 - 1996
Dean Witter 1994 - 1995
Dean Witter 1991 - 1994
Dean Witter 1988 - 1991
Education
Pace University - Lubin School of Business
MBA, Finance
Business Insight & Analytics, LLC January 2009 - Present
Morgan Stanley 2006 - 2008
Morgan Stanley 2001 - 2006
Morgan Stanley 2000 - 2001
Dean Witter 1997 - 2000
Dean Witter 1996 - 1997
Dean Witter 1995 - 1996
Dean Witter 1994 - 1995
Dean Witter 1991 - 1994
Dean Witter 1988 - 1991
Education
Pace University - Lubin School of Business
MBA, Finance
ROMMEL PINEDA's Morgan Stanley Experience January 2011 - Present
Job Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley April 2004 - December 2010
Lehman Brothers 2001 - 2003
Bear Stearns 1996 - 2001
American Internation Group 1993 - 1996
Guy Carpenter (a subsidiary of Marsh and Mclennan Insurance Co) 1987 - 1993
Education
Pace University 1989 — 1991
MS, Information Systems
Morgan Stanley January 2011 - Present
Morgan Stanley April 2004 - December 2010
Lehman Brothers 2001 - 2003
Bear Stearns 1996 - 2001
American Internation Group 1993 - 1996
Guy Carpenter (a subsidiary of Marsh and Mclennan Insurance Co) 1987 - 1993
Education
Pace University 1989 — 1991
MS, Information Systems
MaryJo Graffeo's Morgan Stanley Experience September 1990 - April 2009
Job Managing Director
Industry Financial Services
Experience
HazelTree September 2014 - Present
Merrill Lynch July 2012 - July 2014
Citibank July 2010 - June 2012
Oakpoint Advisors August 2009 - June 2010
Morgan Stanley September 1990 - April 2009
Skills
Hedge Funds, Management, Securities Lending, Capital Markets, Derivatives, Fixed Income, Finance, Equity Derivatives, Equities, Trading Systems, Electronic Trading, Series 7, Structured Products, Financial Services, Prime Brokerage, Asset Management, Leadership, Trading, Bloomberg, Fund Of Funds, Alternative Investments, Middle Office, Securities, Valuation, Portfolio Management, Investment Banking, Back Office, Risk Management, FX Options, Accounting, Financial Risk, Swaps, Options, Investments, Private Equity, Asset Managment
Education
Pace University - Lubin School of Business
HazelTree September 2014 - Present
Merrill Lynch July 2012 - July 2014
Citibank July 2010 - June 2012
Oakpoint Advisors August 2009 - June 2010
Morgan Stanley September 1990 - April 2009
Skills
Hedge Funds, Management, Securities Lending, Capital Markets, Derivatives, Fixed Income, Finance, Equity Derivatives, Equities, Trading Systems, Electronic Trading, Series 7, Structured Products, Financial Services, Prime Brokerage, Asset Management, Leadership, Trading, Bloomberg, Fund Of Funds, Alternative Investments, Middle Office, Securities, Valuation, Portfolio Management, Investment Banking, Back Office, Risk Management, FX Options, Accounting, Financial Risk, Swaps, Options, Investments, Private Equity, Asset Managment
Education
Pace University - Lubin School of Business
Stephen Scagnelli's Morgan Stanley Experience 1985 - 2007
Job Director, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2007 - Present
UBS 2007 - Present
UBS Wealth Management 2007 - 2010
Morgan Stanley 1985 - 2007
Morgan Stanley 1985 - 2007
Skills
Financial Analysis, Financial Risk, Alternative Investments, Finance, Operational Risk..., Hedge Funds, Securities, Account Reconciliation, Wealth Management, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., PeopleSoft, Financial Accounting, Mergers & Acquisitions, Asset Management, Series 7, Derivatives, Process Improvement, Fixed Income, Corporate Finance, Financial Reporting, Investment Banking, General Ledger, Business Analysis, Mutual Funds, Accounting, Investments, Managerial Finance, Equities, Cash Management, Financial Services, Wealth Management...
Education
Pace University
BBA, Accounting
UBS Wealth Management June 2007 - Present
UBS 2007 - Present
UBS Wealth Management 2007 - 2010
Morgan Stanley 1985 - 2007
Morgan Stanley 1985 - 2007
Skills
Financial Analysis, Financial Risk, Alternative Investments, Finance, Operational Risk..., Hedge Funds, Securities, Account Reconciliation, Wealth Management, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., PeopleSoft, Financial Accounting, Mergers & Acquisitions, Asset Management, Series 7, Derivatives, Process Improvement, Fixed Income, Corporate Finance, Financial Reporting, Investment Banking, General Ledger, Business Analysis, Mutual Funds, Accounting, Investments, Managerial Finance, Equities, Cash Management, Financial Services, Wealth Management...
Education
Pace University
BBA, Accounting
Adam Ayers's Morgan Stanley Experience March 2004 - January 2009
Job Loan Servicing Team Leader at Siemens Financial
Industry Banking
Experience
Siemens Financial August 2010 - Present
Morgan Stanley March 2004 - January 2009
State Street Bank 2003 - 2004
West Deutsche Landes Bank 2000 - 2003
Skills
Loans, Risk Management
Education
Pace University - Lubin School of Business
MBA, Investment Management
Siemens Financial August 2010 - Present
Morgan Stanley March 2004 - January 2009
State Street Bank 2003 - 2004
West Deutsche Landes Bank 2000 - 2003
Skills
Loans, Risk Management
Education
Pace University - Lubin School of Business
MBA, Investment Management
Kalvin Chan's Morgan Stanley Experience November 2011 - Present
Job Experienced Financial & Securities Services Operations and Project Manager, PMP Certified
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
JPMorgan Chase December 2004 - July 2010
JPMorgan Chase March 1993 - December 2004
JPMorgan Chase May 1990 - March 1993
JPMorgan Chase July 1988 - May 1990
Education
Pace University - Lubin School of Business
MBA, Financial Management
Pratt Institute
BS, Industrial Engineering
Morgan Stanley November 2011 - Present
JPMorgan Chase December 2004 - July 2010
JPMorgan Chase March 1993 - December 2004
JPMorgan Chase May 1990 - March 1993
JPMorgan Chase July 1988 - May 1990
Education
Pace University - Lubin School of Business
MBA, Financial Management
Pratt Institute
BS, Industrial Engineering
Bernadette Conlon's Morgan Stanley Experience June 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Merrill Lynch November 1993 - June 2010
Coopers & Lybrand 1991 - 1993
Skills
Hedge Funds, Investment Banking, Options, Derivatives, Private Equity
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Morgan Stanley June 2010 - Present
Merrill Lynch November 1993 - June 2010
Coopers & Lybrand 1991 - 1993
Skills
Hedge Funds, Investment Banking, Options, Derivatives, Private Equity
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Sezin Sozen's Morgan Stanley Experience March 2005 - August 2006
Job avp at citigroup
Industry Accounting
Experience
citigroup February 2006 - November 2012
Morgan Stanley March 2005 - August 2006
Deutsche Bank December 2002 - April 2005
Goldman Sachs March 2000 - December 2002
Skills
Financial Analysis, Banking, Risk Management, Business Analysis, Finance, Financial Modeling, Customer Service, Leadership, Microsoft Office, Portfolio Management
Education
Pace University
Bachelor of Science (BS), Business Administration and Management, General
citigroup February 2006 - November 2012
Morgan Stanley March 2005 - August 2006
Deutsche Bank December 2002 - April 2005
Goldman Sachs March 2000 - December 2002
Skills
Financial Analysis, Banking, Risk Management, Business Analysis, Finance, Financial Modeling, Customer Service, Leadership, Microsoft Office, Portfolio Management
Education
Pace University
Bachelor of Science (BS), Business Administration and Management, General
Andrei Volo's Morgan Stanley Experience September 2012 - Present
Job Senior Consultant at Milestone
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Deutsche Bank AG December 2010 - June 2012
Deutsche Bank AG May 2009 - December 2010
CIT Group November 2008 - April 2009
Deutsche Bank AG June 2007 - November 2008
ABN Amro Inc May 2006 - October 2006
Deutsche Bank AG September 2005 - May 2006
Citigroup, Inc August 2004 - September 2005
Leaders Index LLC August 2000 - July 2004
Skills
Derivatives, Trading, Options, Equities, Interest Rate..., FX Options, Credit Derivatives, Swaps, Middle Office, Bloomberg, UAT Coordination, Portfolio Management, Bonds
Education
Pace University - Lubin School of Business 1999 — 2002
Bachelor, Business Administration; Finance
Morgan Stanley September 2012 - Present
Deutsche Bank AG December 2010 - June 2012
Deutsche Bank AG May 2009 - December 2010
CIT Group November 2008 - April 2009
Deutsche Bank AG June 2007 - November 2008
ABN Amro Inc May 2006 - October 2006
Deutsche Bank AG September 2005 - May 2006
Citigroup, Inc August 2004 - September 2005
Leaders Index LLC August 2000 - July 2004
Skills
Derivatives, Trading, Options, Equities, Interest Rate..., FX Options, Credit Derivatives, Swaps, Middle Office, Bloomberg, UAT Coordination, Portfolio Management, Bonds
Education
Pace University - Lubin School of Business 1999 — 2002
Bachelor, Business Administration; Finance
Brenda Sanchez Cristiano's Morgan Stanley Experience May 2013 - July 2015
Job President at LatAm Opportunity Partners LLC
Industry Real Estate
Experience
LatAm Opportunity Partners LLC July 2015 - Present
Morgan Stanley May 2013 - July 2015
Citi Private Bank October 2010 - 2012
Citigroup Global Markets 2006 - 2009
Citigroup Global Markets 2005 - 2006
Skills
Derivatives, Equities, Investments, Fixed Income, Banking, Alternative Investments, Fluent in Spanish, Asset Allocation, Financial Services, Capital Markets, Hedge Funds, Emerging Markets, Real Estate Development, International Real..., Private Equity
Education
Pace University - Lubin School of Business 2001 — 2005
B.B.A, Finance
LatAm Opportunity Partners LLC July 2015 - Present
Morgan Stanley May 2013 - July 2015
Citi Private Bank October 2010 - 2012
Citigroup Global Markets 2006 - 2009
Citigroup Global Markets 2005 - 2006
Skills
Derivatives, Equities, Investments, Fixed Income, Banking, Alternative Investments, Fluent in Spanish, Asset Allocation, Financial Services, Capital Markets, Hedge Funds, Emerging Markets, Real Estate Development, International Real..., Private Equity
Education
Pace University - Lubin School of Business 2001 — 2005
B.B.A, Finance
Yan Hong Rui's Morgan Stanley Experience January 2006 - April 2006
Job UBS Primary Settlements Closer
Industry Banking
Experience
UBS Investment Bank November 2014 - Present
Sumitomo Mitsui Banking Corporation July 2014 - November 2014
Sumitomo Mitsui Banking Corporation August 2011 - July 2014
HSH Nordbank March 2007 - December 2010
JPMorgan Chase August 2006 - December 2006
Morgan Stanley January 2006 - April 2006
Skills
Credit Analysis, Loans, Financial Analysis, Credit, Credit Risk, Banking, Structured Finance, Risk Management, Fixed Income, Portfolio Management, Loan Servicing, Investment Banking, Commercial Banking, Cash Management, Financial Risk, Account Reconciliation, Capital Markets, Finance, Derivatives, Operational Risk, Asset Management
Education
Pace University 2010 — 2013
MBA, Financial Management & HR Management, 3.7
Pace University 2005 — 2006
BA, Finance
UBS Investment Bank November 2014 - Present
Sumitomo Mitsui Banking Corporation July 2014 - November 2014
Sumitomo Mitsui Banking Corporation August 2011 - July 2014
HSH Nordbank March 2007 - December 2010
JPMorgan Chase August 2006 - December 2006
Morgan Stanley January 2006 - April 2006
Skills
Credit Analysis, Loans, Financial Analysis, Credit, Credit Risk, Banking, Structured Finance, Risk Management, Fixed Income, Portfolio Management, Loan Servicing, Investment Banking, Commercial Banking, Cash Management, Financial Risk, Account Reconciliation, Capital Markets, Finance, Derivatives, Operational Risk, Asset Management
Education
Pace University 2010 — 2013
MBA, Financial Management & HR Management, 3.7
Pace University 2005 — 2006
BA, Finance
Yevgeniy Levitskiy's Morgan Stanley Experience November 2013 - July 2015
Job Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - July 2015
RBC Capital Markets July 2006 - April 2013
Merrill Lynch April 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Access, Finance, Financial Modeling, Leadership
Education
Pace University 1998 — 2002
Bachelor of Business Administration
Morgan Stanley November 2013 - July 2015
RBC Capital Markets July 2006 - April 2013
Merrill Lynch April 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Access, Finance, Financial Modeling, Leadership
Education
Pace University 1998 — 2002
Bachelor of Business Administration
Stas Stassinevitch's Morgan Stanley Experience September 2007 - January 2013
Job Tax Senior Manager. Financial Services Industry at Deloitte Tax LLP
Industry Financial Services
Experience
Deloitte Tax LLP February 2013 - Present
Morgan Stanley September 2007 - January 2013
Deloitte & Touche November 2000 - September 2007
Deloitte 2000 - 2007
Education
Pace University 1996 — 2000
BS, Accounting
Deloitte Tax LLP February 2013 - Present
Morgan Stanley September 2007 - January 2013
Deloitte & Touche November 2000 - September 2007
Deloitte 2000 - 2007
Education
Pace University 1996 — 2000
BS, Accounting
Beatrice Sparapani's Morgan Stanley Experience January 2007 - September 2011
Job Accountant at Century Packaging, Inc.
Industry Graphic Design
Experience
Century Packaging, Inc. September 2014 - Present
Klatzkin & Co LLP December 2013 - September 2014
The Dow Chemical Company May 2013 - September 2013
Sallustio & Son January 2012 - March 2013
Morgan Stanley January 2007 - September 2011
Morgan Stanley December 2004 - December 2006
Morgan Stanley March 2001 - November 2004
Skills
Regulatory Reporting -..., Operational Risk, Operations Management, Equities, Regulatory Reporting, Risk, Fixed Income, Financial Risk, Cash Flow, QuickBooks, Financial Services, Corporate Finance, Risk Management, Asset Management, Account Reconciliation, Accounting, Securities, Financial Analysis, Management, Bank Reconciliation
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor of Business Administration, Public Accounting
Century Packaging, Inc. September 2014 - Present
Klatzkin & Co LLP December 2013 - September 2014
The Dow Chemical Company May 2013 - September 2013
Sallustio & Son January 2012 - March 2013
Morgan Stanley January 2007 - September 2011
Morgan Stanley December 2004 - December 2006
Morgan Stanley March 2001 - November 2004
Skills
Regulatory Reporting -..., Operational Risk, Operations Management, Equities, Regulatory Reporting, Risk, Fixed Income, Financial Risk, Cash Flow, QuickBooks, Financial Services, Corporate Finance, Risk Management, Asset Management, Account Reconciliation, Accounting, Securities, Financial Analysis, Management, Bank Reconciliation
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor of Business Administration, Public Accounting
Viera Jamborova's Morgan Stanley Experience January 2014 - Present
Job Commodities Valuation Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
UBS Investment Bank May 2011 - December 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley Smith Barney January 2007 - December 2009
Skills
Finance, Commodity, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Valuation
Education
Pace University 2005 — 2008
MBA, Finance
Morgan Stanley January 2014 - Present
UBS Investment Bank May 2011 - December 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley Smith Barney January 2007 - December 2009
Skills
Finance, Commodity, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Valuation
Education
Pace University 2005 — 2008
MBA, Finance
Yen-Ling Phoebe Chen, FRM, CAMS's Morgan Stanley Experience August 2014 - Present
Job AML Testing at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2014
Industrial and Commercial Bank of China (USA) January 2011 - May 2013
First Commercial Bank April 2010 - March 2011
The Horton Group 2006 - 2009
MassMutual Mercuries Life Insurance Co Ltd. 2004 - 2006
Skills
Time Management, Financial Risk, AML, Banking, Risk Management, Retail Banking, Credit Risk, Credit, Commercial Banking, Loans, Trade Finance, Credit Analysis, Operational Risk, Financial Analysis, Analysis, Securities, Portfolio Management, Private Banking, Risk Assessment, Operational Risk...
Education
Pace University
Bachelor of Business Administration
State University of Buffalo
Master's degree, Economics
Thunderbird School of Global Management
MBA, FINANCE
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2014
Industrial and Commercial Bank of China (USA) January 2011 - May 2013
First Commercial Bank April 2010 - March 2011
The Horton Group 2006 - 2009
MassMutual Mercuries Life Insurance Co Ltd. 2004 - 2006
Skills
Time Management, Financial Risk, AML, Banking, Risk Management, Retail Banking, Credit Risk, Credit, Commercial Banking, Loans, Trade Finance, Credit Analysis, Operational Risk, Financial Analysis, Analysis, Securities, Portfolio Management, Private Banking, Risk Assessment, Operational Risk...
Education
Pace University
Bachelor of Business Administration
State University of Buffalo
Master's degree, Economics
Thunderbird School of Global Management
MBA, FINANCE
Vinisha Minocha's Morgan Stanley Experience April 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2000 - Present
J.P. Morgan June 1998 - April 2000
Skills
Electronic Trading, Equity Trading, FX Trading, Trading Systems, Prime Brokerage, Ultra Low Latency, Hedge Funds, Equities, Trading, Equity Swaps, Trading System, Swaps, FX trading, Equity Derivatives, Derivatives, Fixed Income, High Frequency Trading, Bloomberg, Capital Markets, Options
Education
Pace University 1995 — 1999
Morgan Stanley April 2000 - Present
J.P. Morgan June 1998 - April 2000
Skills
Electronic Trading, Equity Trading, FX Trading, Trading Systems, Prime Brokerage, Ultra Low Latency, Hedge Funds, Equities, Trading, Equity Swaps, Trading System, Swaps, FX trading, Equity Derivatives, Derivatives, Fixed Income, High Frequency Trading, Bloomberg, Capital Markets, Options
Education
Pace University 1995 — 1999
Ryan Keegan's Morgan Stanley Experience September 2007 - November 2012
Job Technology Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Bridgewater Associates November 2012 - July 2014
Morgan Stanley September 2007 - November 2012
BT Global Services 1996 - 2007
Skills
Service Delivery, Managed Services, Integration, Avaya, Cloud Computing, Trading Systems, VoIP, Strategy, Vendor Management, Data Center, Telecommunications, Disaster Recovery, ITIL, Outsourcing, Unified Communications, Enterprise Architecture, Solution Selling, Business Continuity, Market Data, IT Strategy, SIP, IT Management, Project Management, Cisco Technologies, Infrastructure, Solution Architecture, IT Operations, Business Analysis, Network Architecture, IT Service Management
Education
Pace University 2008 — 2011
AS Telecom
Wells Fargo July 2014 - Present
Bridgewater Associates November 2012 - July 2014
Morgan Stanley September 2007 - November 2012
BT Global Services 1996 - 2007
Skills
Service Delivery, Managed Services, Integration, Avaya, Cloud Computing, Trading Systems, VoIP, Strategy, Vendor Management, Data Center, Telecommunications, Disaster Recovery, ITIL, Outsourcing, Unified Communications, Enterprise Architecture, Solution Selling, Business Continuity, Market Data, IT Strategy, SIP, IT Management, Project Management, Cisco Technologies, Infrastructure, Solution Architecture, IT Operations, Business Analysis, Network Architecture, IT Service Management
Education
Pace University 2008 — 2011
AS Telecom
Ana Lynn Iacoviello's Morgan Stanley Experience June 2011 - Present
Job Credit Risk Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley February 2010 - June 2011
Merrill Lynch November 2008 - February 2010
Skills
Credit Derivatives, Portfolio Management, Credit Risk, Credit Analysis, Municipalities, Mutual Funds, Counterparty Risk, Financial Accounting, CPA candidate (expected...
Education
Pace University - Lubin School of Business 2006 — 2011
Master of Business Administration (M.B.A.), Public Accounting
Pace University - Lubin School of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Public Accounting
Morgan Stanley June 2011 - Present
Morgan Stanley February 2010 - June 2011
Merrill Lynch November 2008 - February 2010
Skills
Credit Derivatives, Portfolio Management, Credit Risk, Credit Analysis, Municipalities, Mutual Funds, Counterparty Risk, Financial Accounting, CPA candidate (expected...
Education
Pace University - Lubin School of Business 2006 — 2011
Master of Business Administration (M.B.A.), Public Accounting
Pace University - Lubin School of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Public Accounting
Bernadette Harte's Morgan Stanley Experience December 2002 - February 2005
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2015 - Present
EY September 2014 - August 2015
Maternal Leave March 2005 - August 2014
Morgan Stanley December 2002 - February 2005
Morgan Stanley November 1993 - December 2002
EY October 1991 - November 1993
Skills
Financial Modeling, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Derivatives, Accounting, Management, Due Diligence, Investment Banking, Financial Risk
Education
Strayer University (VA) 2013 — 2015
Master of Business Administration (MBA.), Public Finance, 3.9
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Public Accounting, 3.5
Monroe Woodbury 1983 — 1987
High School Regents Diploma
Deutsche Bank August 2015 - Present
EY September 2014 - August 2015
Maternal Leave March 2005 - August 2014
Morgan Stanley December 2002 - February 2005
Morgan Stanley November 1993 - December 2002
EY October 1991 - November 1993
Skills
Financial Modeling, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Derivatives, Accounting, Management, Due Diligence, Investment Banking, Financial Risk
Education
Strayer University (VA) 2013 — 2015
Master of Business Administration (MBA.), Public Finance, 3.9
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Public Accounting, 3.5
Monroe Woodbury 1983 — 1987
High School Regents Diploma
Ann Yu's Morgan Stanley Experience June 2014 - May 2015
Job Financial Services at EY
Industry Accounting
Experience
EY June 2015 - August 2015
Morgan Stanley June 2014 - May 2015
NYC Office of Management and Budget June 2012 - August 2012
Education
Pace University - Lubin School of Business 2014 — 2015
Master of Science (MS), Taxation
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), Accounting
EY June 2015 - August 2015
Morgan Stanley June 2014 - May 2015
NYC Office of Management and Budget June 2012 - August 2012
Education
Pace University - Lubin School of Business 2014 — 2015
Master of Science (MS), Taxation
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), Accounting
Will Chan's Morgan Stanley Experience July 2013 - Present
Job Executive Director, IT Security at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley 2007 - 2013
McAfee 2004 - 2005
Foundstone, Acquired by McAfee, Inc. 1999 - 2005
EY 1998 - 1999
KPMG 1997 - 1998
Morgan Stanley 1992 - 1997
Education
Pace University
Master of Science (MS), Information Systems
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Computer Science
Morgan Stanley July 2013 - Present
Morgan Stanley 2007 - 2013
McAfee 2004 - 2005
Foundstone, Acquired by McAfee, Inc. 1999 - 2005
EY 1998 - 1999
KPMG 1997 - 1998
Morgan Stanley 1992 - 1997
Education
Pace University
Master of Science (MS), Information Systems
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Computer Science
Alpa Pandya's Morgan Stanley Experience June 1999 - June 2000
Job Banking Professional
Industry Banking
Experience
Commerzbank AG June 2005 - November 2013
Citi June 2000 - June 2005
Morgan Stanley June 1999 - June 2000
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor's Degree, Accounting
Commerzbank AG June 2005 - November 2013
Citi June 2000 - June 2005
Morgan Stanley June 1999 - June 2000
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor's Degree, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS