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
Jonathan Brenner Jonathan Brenner's Morgan Stanley Experience 2009 - 2012
Job Program Manager at IM2 Consulting
Industry Financial Services
Experience
IM2 Consulting May 2015 - Present
The Depository Trust & Clearing Corporation 2012 - 2014
Morgan Stanley 2009 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley January 2003 - December 2006
Morgan Stanley January 2000 - December 2002
Morgan Stanley April 1997 - January 2000
Thomson Reuters 1992 - 1997
Thomson Reuters 1987 - 1991
Skills
Project Management, Budgets, Business Process..., Business Analysis, Risk Management, Program Management, Product Management, Vendor Management, Relationship Management, Communication Skills, Dependable Team Player, Virtual Teams, Marketing Management, Training, Hands-on Training, Space planning, Client Relations Skills, Operations Management, Cross-functional Team..., Offshoring/Outsourcing..., PMO, Cost Containment/LEAN, Strategy, Management, Project Portfolio..., SDLC, IT Strategy
Education
International Management Institute (IMI) Geneva, Switzerland
Reuter/IMI Executive Management Program
Pace University - Lubin School of Business
Masters of Business Administration (MBA), Management Information Systems (MIS)
Stony Brook University
Bachelor of Engineering (BE), Electrical Engineering
IM2 Consulting May 2015 - Present
The Depository Trust & Clearing Corporation 2012 - 2014
Morgan Stanley 2009 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley January 2003 - December 2006
Morgan Stanley January 2000 - December 2002
Morgan Stanley April 1997 - January 2000
Thomson Reuters 1992 - 1997
Thomson Reuters 1987 - 1991
Skills
Project Management, Budgets, Business Process..., Business Analysis, Risk Management, Program Management, Product Management, Vendor Management, Relationship Management, Communication Skills, Dependable Team Player, Virtual Teams, Marketing Management, Training, Hands-on Training, Space planning, Client Relations Skills, Operations Management, Cross-functional Team..., Offshoring/Outsourcing..., PMO, Cost Containment/LEAN, Strategy, Management, Project Portfolio..., SDLC, IT Strategy
Education
International Management Institute (IMI) Geneva, Switzerland
Reuter/IMI Executive Management Program
Pace University - Lubin School of Business
Masters of Business Administration (MBA), Management Information Systems (MIS)
Stony Brook University
Bachelor of Engineering (BE), Electrical Engineering
Joseph Cipriano Joseph Cipriano's Morgan Stanley Experience June 2011 - August 2014
Job Equity Trading Assistant at BGC Partners
Industry Financial Services
Experience
BGC Partners September 2014 - Present
Morgan Stanley June 2011 - August 2014
Bay Crest Partners, LLC May 2007 - June 2011
Skills
Equities, Series 7, Series 55, Series 63, Bloomberg, Hedge Funds, Derivatives, Options, Trading, Trading Systems
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance, Economics
BGC Partners September 2014 - Present
Morgan Stanley June 2011 - August 2014
Bay Crest Partners, LLC May 2007 - June 2011
Skills
Equities, Series 7, Series 55, Series 63, Bloomberg, Hedge Funds, Derivatives, Options, Trading, Trading Systems
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance, Economics
Julia Flaksin Julia Flaksin's Morgan Stanley Experience May 2004 - December 2005
Job IT Audit at NYK Logistics
Industry Logistics and Supply Chain
Experience
NYK Logistics March 2006 - Present
Morgan Stanley May 2004 - December 2005
National Museum of American Indians June 2002 - April 2004
Skills
COBIT, SDLC, Project Management, IT Audit, SOX Compliancy, J-SOX, SOX 404, ITIL
Education
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Marketing
NYK Logistics March 2006 - Present
Morgan Stanley May 2004 - December 2005
National Museum of American Indians June 2002 - April 2004
Skills
COBIT, SDLC, Project Management, IT Audit, SOX Compliancy, J-SOX, SOX 404, ITIL
Education
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Marketing
Dmitriy Polishchuk Dmitriy Polishchuk's Morgan Stanley Experience December 2011 - December 2013
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2014 - Present
ICAP December 2013 - July 2014
Morgan Stanley December 2011 - December 2013
Ernst & Young April 2011 - December 2011
UBS Wealth Management December 2006 - April 2011
Skills
Payroll, HR Transformation, PeopleSoft, Accountng, Shared Services, Asset Managment, Alternative Investments, Private Equity, MS Office, Account Reconciliation, Payroll Taxes, Fund Of Funds, Asset Management, ADP Payroll, Risk Management, Financial Services, Accounting, Financial Analysis, Analysis
Education
Pace University - Lubin School of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Public Accounting, 3.2
Becker CPA Cources
Morgan Stanley Private Wealth Management August 2014 - Present
ICAP December 2013 - July 2014
Morgan Stanley December 2011 - December 2013
Ernst & Young April 2011 - December 2011
UBS Wealth Management December 2006 - April 2011
Skills
Payroll, HR Transformation, PeopleSoft, Accountng, Shared Services, Asset Managment, Alternative Investments, Private Equity, MS Office, Account Reconciliation, Payroll Taxes, Fund Of Funds, Asset Management, ADP Payroll, Risk Management, Financial Services, Accounting, Financial Analysis, Analysis
Education
Pace University - Lubin School of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Public Accounting, 3.2
Becker CPA Cources
Russell Huegel Russell Huegel's Morgan Stanley Experience 2001 - 2002
Job Councilman at Borough of Fanwood
Industry Law Practice
Experience
Borough of Roselle Park January 2015 - Present
Russell J. Huegel Attorney at Law October 2009 - Present
Borough of Fanwood January 2009 - Present
Morgan Stanley 2001 - 2002
Skills
Commercial Litigation, Litigation, Estate Planning, Bankruptcy, Estate Administration, Divorce, Criminal Defense, Wills & Trusts, Family Law
Education
Pace University School of Law 1993 — 1996
J.D., Law
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Arts, Political Science
Borough of Roselle Park January 2015 - Present
Russell J. Huegel Attorney at Law October 2009 - Present
Borough of Fanwood January 2009 - Present
Morgan Stanley 2001 - 2002
Skills
Commercial Litigation, Litigation, Estate Planning, Bankruptcy, Estate Administration, Divorce, Criminal Defense, Wills & Trusts, Family Law
Education
Pace University School of Law 1993 — 1996
J.D., Law
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Arts, Political Science
Jerry Nocco's Morgan Stanley Experience Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Job Executive Director at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Patrick Karwowski Patrick Karwowski's Morgan Stanley Experience January 2011 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley January 2009 - January 2011
Morgan Stanley July 2006 - January 2009
Skills
Bloomberg, Microsoft Excel, Hedge Funds, Fixed Income, Equity Derivatives, Equities, Derivatives, Capital Markets
Education
Pace University - Lubin School of Business 2004 — 2006
Morgan Stanley January 2011 - Present
Morgan Stanley January 2009 - January 2011
Morgan Stanley July 2006 - January 2009
Skills
Bloomberg, Microsoft Excel, Hedge Funds, Fixed Income, Equity Derivatives, Equities, Derivatives, Capital Markets
Education
Pace University - Lubin School of Business 2004 — 2006
Justin Patrick Lofaro Justin Patrick Lofaro's Morgan Stanley Experience July 2015 - Present
Job Annuity Sales, Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
iBV Management, LLC October 2014 - Present
The Kenmar Group August 2007 - March 2014
Tremont Capital Management August 2004 - August 2007
GE Capital December 2003 - August 2004
Contrarian Capital Management April 2002 - December 2003
XL Group January 2001 - January 2002
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Managed Futures, Commodity, Institutional Sales, New Business Development, Financial Services, Mutual Funds, Asset Allocation, Sales Management, Series 7, Global Macro, Bloomberg, Public Speaking, Competitive Analysis, Marketing Strategy, Family Office, Endowments, Foundations, Relationship Management, Fixed Income, Networking, Presentations, Private Banking, RIAs, Product Management, Pension Funds, Consulting, Variable Annuities, Fixed Annuities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance & Accounting
University of Miami
Aerospace, Aeronautical and Astronautical Engineering
Morgan Stanley July 2015 - Present
iBV Management, LLC October 2014 - Present
The Kenmar Group August 2007 - March 2014
Tremont Capital Management August 2004 - August 2007
GE Capital December 2003 - August 2004
Contrarian Capital Management April 2002 - December 2003
XL Group January 2001 - January 2002
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Managed Futures, Commodity, Institutional Sales, New Business Development, Financial Services, Mutual Funds, Asset Allocation, Sales Management, Series 7, Global Macro, Bloomberg, Public Speaking, Competitive Analysis, Marketing Strategy, Family Office, Endowments, Foundations, Relationship Management, Fixed Income, Networking, Presentations, Private Banking, RIAs, Product Management, Pension Funds, Consulting, Variable Annuities, Fixed Annuities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance & Accounting
University of Miami
Aerospace, Aeronautical and Astronautical Engineering
Dermot O'Brien's Morgan Stanley Experience 1998 - 1999
Job Chief Human Resources Officer at ADP
Industry Information Technology and Services
Experience
ADP April 2012 - Present
TIAA-CREF 2003 - March 2012
Merrill Lynch 2002 - 2003
Merrill Lynch 1999 - 2002
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Morgan Stanley 1990 - 1995
National Medical Care 1989 - 1990
Skills
Talent Management, Talent Acquisition, Executive Pay, Policy, Succession Planning, Culture Change, Process Improvement, Strategy, Change Management, Employee Engagement, Human Resources, Employee Benefits, HR Policies, Restructuring, Strategic Planning, Deferred Compensation, Management, Employee Relations, Recruiting, Personnel Management, Business Strategy, Executive Management, Team Building, Organizational..., Onboarding, Leadership, Organizational Design, Leadership Development, Organizational..., Human Capital, Management Consulting, Risk Management, Benefits Administration, Program Management, Performance Management, HRIS, Forecasting, 401k, Temporary Placement, Compensation & Benefit, Executive Coaching, Workforce Planning, HR Consulting, Mergers & Acquisitions, ADP Payroll, College Recruiting, HR Transformation, Career Development, Employee Training, Applicant Tracking...
Education
Pace University - Lubin School of Business
BBA, Finance
Blackrock College
ADP April 2012 - Present
TIAA-CREF 2003 - March 2012
Merrill Lynch 2002 - 2003
Merrill Lynch 1999 - 2002
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Morgan Stanley 1990 - 1995
National Medical Care 1989 - 1990
Skills
Talent Management, Talent Acquisition, Executive Pay, Policy, Succession Planning, Culture Change, Process Improvement, Strategy, Change Management, Employee Engagement, Human Resources, Employee Benefits, HR Policies, Restructuring, Strategic Planning, Deferred Compensation, Management, Employee Relations, Recruiting, Personnel Management, Business Strategy, Executive Management, Team Building, Organizational..., Onboarding, Leadership, Organizational Design, Leadership Development, Organizational..., Human Capital, Management Consulting, Risk Management, Benefits Administration, Program Management, Performance Management, HRIS, Forecasting, 401k, Temporary Placement, Compensation & Benefit, Executive Coaching, Workforce Planning, HR Consulting, Mergers & Acquisitions, ADP Payroll, College Recruiting, HR Transformation, Career Development, Employee Training, Applicant Tracking...
Education
Pace University - Lubin School of Business
BBA, Finance
Blackrock College
Jenine Maresca's Morgan Stanley Experience September 2012 - May 2013
Job Point of Sale Specialist at ShopKeep
Industry Financial Services
Experience
ShopKeep January 2015 - Present
McCann Torre Lazur June 2014 - January 2015
The Ayco Company, L.P. at Goldman Sachs June 2013 - May 2014
Morgan Stanley September 2012 - May 2013
Memorial Sloan-Kettering Cancer Center May 2012 - August 2012
WPP March 2011 - February 2012
Maresca Builders October 2010 - March 2011
Montclair State University May 2010 - September 2010
Pall & Pall, LLP Attorneys at Law January 2010 - September 2010
Xtreme Fitness, Formerly Gold's Gym July 2009 - December 2009
Skills
Accounting, Excel, Tax, PowerPoint, Word, Outlook, Visio, Prezi, Microsoft Excel, Management, Process Improvement, Microsoft Word, Microsoft Office, Time Management, Financial Reporting, Finance, Marketing, Analysis, Financial Analysis, Financial Modeling, Sales
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration, Finance
ShopKeep January 2015 - Present
McCann Torre Lazur June 2014 - January 2015
The Ayco Company, L.P. at Goldman Sachs June 2013 - May 2014
Morgan Stanley September 2012 - May 2013
Memorial Sloan-Kettering Cancer Center May 2012 - August 2012
WPP March 2011 - February 2012
Maresca Builders October 2010 - March 2011
Montclair State University May 2010 - September 2010
Pall & Pall, LLP Attorneys at Law January 2010 - September 2010
Xtreme Fitness, Formerly Gold's Gym July 2009 - December 2009
Skills
Accounting, Excel, Tax, PowerPoint, Word, Outlook, Visio, Prezi, Microsoft Excel, Management, Process Improvement, Microsoft Word, Microsoft Office, Time Management, Financial Reporting, Finance, Marketing, Analysis, Financial Analysis, Financial Modeling, Sales
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Lily Henning Lily Henning's Morgan Stanley Experience March 2007 - January 2010
Job Project manager at Pacific Northwest National Laboratory
Industry Law Practice
Experience
Pacific Northwest National Laboratory November 2014 - Present
Booz Allen Hamilton February 2013 - October 2014
E.ON February 2012 - May 2012
German Parliament (Deutscher Bundestag) October 2011 - December 2011
GE May 2010 - December 2010
U.S. Department of Justice January 2010 - May 2010
Morgan Stanley March 2007 - January 2010
U.S. District Court DCD May 2009 - August 2009
-- May 2001 - February 2006
Skills
Environmental Policy, Risk Assessment, Legal Research, Environmental Permitting, Environmental Risk..., Energy regulatory (U.S.), Enterprise Risk..., Renewable Energy Policy, Renewable Energy Systems, Renewable Energy, Government, Legal Writing, Policy, Policy Analysis, Public Policy, Research, Energy Efficiency, Energy Policy, Management, Energy, Analysis
Education
Pace University School of Law
JD
Penn State University
BA
Pacific Northwest National Laboratory November 2014 - Present
Booz Allen Hamilton February 2013 - October 2014
E.ON February 2012 - May 2012
German Parliament (Deutscher Bundestag) October 2011 - December 2011
GE May 2010 - December 2010
U.S. Department of Justice January 2010 - May 2010
Morgan Stanley March 2007 - January 2010
U.S. District Court DCD May 2009 - August 2009
-- May 2001 - February 2006
Skills
Environmental Policy, Risk Assessment, Legal Research, Environmental Permitting, Environmental Risk..., Energy regulatory (U.S.), Enterprise Risk..., Renewable Energy Policy, Renewable Energy Systems, Renewable Energy, Government, Legal Writing, Policy, Policy Analysis, Public Policy, Research, Energy Efficiency, Energy Policy, Management, Energy, Analysis
Education
Pace University School of Law
JD
Penn State University
BA
Christopher Scola Christopher Scola's Morgan Stanley Experience April 2015 - Present
Job Vice President Operational Risk, Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Sterling National Bank January 2009 - March 2014
BNY Mellon Wealth Management November 2006 - January 2009
HSBC November 2005 - November 2006
Bank of America February 2003 - November 2005
Skills
Banking, Project Management, Process Improvement, Credit, Loans, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Small Business Lending, Risk Management, Retail Banking
Education
Pace University - Lubin School of Business
BBA, Magna Cum Laude, Major: Finance Minor: Economics
Morgan Stanley April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Sterling National Bank January 2009 - March 2014
BNY Mellon Wealth Management November 2006 - January 2009
HSBC November 2005 - November 2006
Bank of America February 2003 - November 2005
Skills
Banking, Project Management, Process Improvement, Credit, Loans, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Small Business Lending, Risk Management, Retail Banking
Education
Pace University - Lubin School of Business
BBA, Magna Cum Laude, Major: Finance Minor: Economics
Irma Aksakal Irma Aksakal's Morgan Stanley Experience August 2013 - October 2014
Job Regulatory Risk Analyst, Assistant Vice President CCAR CVA PM @ Citi
Industry Higher Education
Experience
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
Val Libohova's Morgan Stanley Experience January 2010 - June 2012
Job Vice President at Markit
Industry Financial Services
Experience
Markit October 2014 - Present
Markit October 2012 - October 2014
Morgan Stanley January 2010 - June 2012
Morgan Stanley 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Interest Rate..., OTC Clearing, Relationship Management, Client Development, Client Retention, Client Onboarding, Client Representation, Valuation, Markitwire, ISDA, Customer Success, Operations Management, Equity Swaps, Client Issue Resolution, Settlements, DTCC, CME, ICE, Volatility/Variance..., LCH, Dodd-Frank Reporting, SEF, Derivatives, Fixed Income, Financial Services, Trading Systems
Education
Pace University - Lubin School of Business 2000 — 2005
Finance
Markit October 2014 - Present
Markit October 2012 - October 2014
Morgan Stanley January 2010 - June 2012
Morgan Stanley 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Interest Rate..., OTC Clearing, Relationship Management, Client Development, Client Retention, Client Onboarding, Client Representation, Valuation, Markitwire, ISDA, Customer Success, Operations Management, Equity Swaps, Client Issue Resolution, Settlements, DTCC, CME, ICE, Volatility/Variance..., LCH, Dodd-Frank Reporting, SEF, Derivatives, Fixed Income, Financial Services, Trading Systems
Education
Pace University - Lubin School of Business 2000 — 2005
Finance
Lenore Cannella Lenore Cannella's Morgan Stanley Experience May 2000 - June 2001
Job Top Rated Seller at eBay
Industry Internet
Experience
eBay May 2012 - Present
Arbor Realty Trust March 2006 - April 2012
Humane Urban Group July 2001 - March 2006
Morgan Stanley May 2000 - June 2001
Capital Guardian Trust Company May 1990 - May 2000
Drexel Burnham Lambert June 1988 - February 1990
Bear Stearns January 1988 - June 1988
Eaton Corporation/AIL Division June 1985 - January 1988
Skills
Finance, Research, Investments, Microsoft Office, Microsoft Excel, Commercial Real Estate, Sales, Data Management, Entrepreneurship, Customer Service
Education
Pace University - Lubin School of Business
BBA, Finance
eBay May 2012 - Present
Arbor Realty Trust March 2006 - April 2012
Humane Urban Group July 2001 - March 2006
Morgan Stanley May 2000 - June 2001
Capital Guardian Trust Company May 1990 - May 2000
Drexel Burnham Lambert June 1988 - February 1990
Bear Stearns January 1988 - June 1988
Eaton Corporation/AIL Division June 1985 - January 1988
Skills
Finance, Research, Investments, Microsoft Office, Microsoft Excel, Commercial Real Estate, Sales, Data Management, Entrepreneurship, Customer Service
Education
Pace University - Lubin School of Business
BBA, Finance
Paul Short,CFA Paul Short,CFA's Morgan Stanley Experience August 1985 - August 1992
Job .
Industry Financial Services
Experience
Vectra Capital May 2014 - Present
FCStone January 2008 - May 2014
Morgan Stanley August 1985 - August 1992
Education
CFA Institute
Pace University - Lubin School of Business
MBA
Vectra Capital May 2014 - Present
FCStone January 2008 - May 2014
Morgan Stanley August 1985 - August 1992
Education
CFA Institute
Pace University - Lubin School of Business
MBA
Alice Oshins Alice Oshins's Morgan Stanley Experience August 2013 - Present
Job Vice President, Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2013 - Present
Financial Industry Regulatory Authority October 2004 - Present
National Futures Association January 2011 - Present
Morgan Stanley April 2013 - September 2013
New York Life Insurance Company April 2008 - March 2012
TIAA-CREF March 1995 - April 2008
Pace University School of Law 2002 - 2008
RIMS (Risk and Insurance Management Society, Inc.) 1988 - 1995
American International Group 1986 - 1988
Skills
FINRA Arbitrator, National Futures..., FINRA Series 26..., FINRA Series 6..., Admitted to Practice in..., Admitted to Practice in..., Admitted to Practice in..., Author - Investor's..., Author - Directors and..., Author - Fodor's Guide..., Directors & Officers..., Securities, FINRA, Appeals, Westlaw, Investments, Corporate Law, Legal Research, Commercial Litigation, Arbitration, Insurance, Securities Regulation, Corporate Governance, Insurance Law, Financial Services, Alternative Dispute..., Mergers & Acquisitions, Litigation Support, Due Diligence, Litigation, Civil Litigation, ERISA, Licensing, Regulatory Requirements, Litigation Management, Legal Writing, Securities Litigation, Intellectual Property, Privacy Law, Joint Ventures, Regulatory Analysis, Estate Planning, Mediation
Education
Pace University School of Law 1998 — 2002
JD, Law
Queens College 1991 — 1995
MA, English Literature
Syracuse University 1984 — 1985
Master of Arts (MA), Communication and Media Studies
SUNY at Buffalo 1980 — 1984
Bachelor's degree, French/English
Morgan Stanley August 2013 - Present
Financial Industry Regulatory Authority October 2004 - Present
National Futures Association January 2011 - Present
Morgan Stanley April 2013 - September 2013
New York Life Insurance Company April 2008 - March 2012
TIAA-CREF March 1995 - April 2008
Pace University School of Law 2002 - 2008
RIMS (Risk and Insurance Management Society, Inc.) 1988 - 1995
American International Group 1986 - 1988
Skills
FINRA Arbitrator, National Futures..., FINRA Series 26..., FINRA Series 6..., Admitted to Practice in..., Admitted to Practice in..., Admitted to Practice in..., Author - Investor's..., Author - Directors and..., Author - Fodor's Guide..., Directors & Officers..., Securities, FINRA, Appeals, Westlaw, Investments, Corporate Law, Legal Research, Commercial Litigation, Arbitration, Insurance, Securities Regulation, Corporate Governance, Insurance Law, Financial Services, Alternative Dispute..., Mergers & Acquisitions, Litigation Support, Due Diligence, Litigation, Civil Litigation, ERISA, Licensing, Regulatory Requirements, Litigation Management, Legal Writing, Securities Litigation, Intellectual Property, Privacy Law, Joint Ventures, Regulatory Analysis, Estate Planning, Mediation
Education
Pace University School of Law 1998 — 2002
JD, Law
Queens College 1991 — 1995
MA, English Literature
Syracuse University 1984 — 1985
Master of Arts (MA), Communication and Media Studies
SUNY at Buffalo 1980 — 1984
Bachelor's degree, French/English
Peggy Kreischer Peggy Kreischer's Morgan Stanley Experience March 2007 - November 2007
Job Executive Assistant
Industry Investment Banking
Experience
Morgan Stanley & BNY/Mellon September 2010 - Present
United States Government January 2010 - September 2010
New York Eye and Ear Hospital April 2009 - October 2009
Goldman Sachs August 2008 - November 2008
Morgan Stanley March 2007 - November 2007
Nomura Securities April 1996 - August 2006
Allen & Company 1991 - 1994
Skills
Microsoft Excel, Software Documentation, Access, Calendars, Calendaring, Travel Arrangements, Office Management, Analysis, Spreadsheets, Management, PeopleSoft, Lotus Notes, Outlook, Risk Management, Microsoft Word, Payroll, Microsoft Office, Administrative..., PowerPoint, Budgets, Visio, Vendor Management, Process Improvement, Business Analysis, Change Management, Program Management, Project Management, Banking, Fixed Income, Human Resources, Capital Markets, Bloomberg, Securities, Settlement, Hedge Funds, Bonds, Back Office, Options, Equities, Trading, Bloomberg Terminal, Investment Banking, FX Options, Derivatives, Series 7, Financial Markets, Alternative Investments, Finance, Investments, Portfolio Management
Education
Pace University - Lubin School of Business 1978 — 1982
BA, Business
Morgan Stanley & BNY/Mellon September 2010 - Present
United States Government January 2010 - September 2010
New York Eye and Ear Hospital April 2009 - October 2009
Goldman Sachs August 2008 - November 2008
Morgan Stanley March 2007 - November 2007
Nomura Securities April 1996 - August 2006
Allen & Company 1991 - 1994
Skills
Microsoft Excel, Software Documentation, Access, Calendars, Calendaring, Travel Arrangements, Office Management, Analysis, Spreadsheets, Management, PeopleSoft, Lotus Notes, Outlook, Risk Management, Microsoft Word, Payroll, Microsoft Office, Administrative..., PowerPoint, Budgets, Visio, Vendor Management, Process Improvement, Business Analysis, Change Management, Program Management, Project Management, Banking, Fixed Income, Human Resources, Capital Markets, Bloomberg, Securities, Settlement, Hedge Funds, Bonds, Back Office, Options, Equities, Trading, Bloomberg Terminal, Investment Banking, FX Options, Derivatives, Series 7, Financial Markets, Alternative Investments, Finance, Investments, Portfolio Management
Education
Pace University - Lubin School of Business 1978 — 1982
BA, Business
Van Miller Van Miller's Morgan Stanley Experience June 1987 - June 1990
Job President at Miller Real Estate
Industry Commercial Real Estate
Experience
Miller Real Estate September 2012 - Present
CBRE January 2011 - August 2012
American Express April 1990 - December 2009
Morgan Stanley June 1987 - June 1990
Grant Thornton LLP April 1983 - February 1987
Skills
Financial Analysis, Corporate Real Estate, Financial Accounting, Project Management, Logistics Management, Real Estate, Accounting, Finance, Business Planning, Operations Management, Contract Negotiation, Asset Management, Due Diligence, Budgets, Small Business, Management
Education
Pace University - Lubin School of Business 1980 — 1983
Master of Business Administration (MBA), Accounting
SUNY Albany 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Miller Real Estate September 2012 - Present
CBRE January 2011 - August 2012
American Express April 1990 - December 2009
Morgan Stanley June 1987 - June 1990
Grant Thornton LLP April 1983 - February 1987
Skills
Financial Analysis, Corporate Real Estate, Financial Accounting, Project Management, Logistics Management, Real Estate, Accounting, Finance, Business Planning, Operations Management, Contract Negotiation, Asset Management, Due Diligence, Budgets, Small Business, Management
Education
Pace University - Lubin School of Business 1980 — 1983
Master of Business Administration (MBA), Accounting
SUNY Albany 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
William M. Omanoff's Morgan Stanley Experience May 2013 - December 2013
Job CCAR expert advisor consultant at Platinion A Boston Consulting Group company
Industry Information Services
Experience
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
Jennifer Detrano's Morgan Stanley Experience April 1999 - February 2009
Job Consultant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
JD Business Services LLC October 2009 - Present
Perficient October 2009 - Present
Royal Bank of Scotland August 2011 - January 2012
Credit Suisse June 2011 - July 2011
MF Global October 2009 - April 2011
Entrepeneur & Professional Moms Association June 2009 - January 2011
Morgan Stanley April 1999 - February 2009
Bear Stearns October 1995 - April 1999
Skills
Sarbanes-Oxley Act, Managerial Finance, Accounting, Fixed Income, Treasury Management, Treasury, Process Improvement, Account Reconciliation, Equities, Foreign Exchange, Derivatives, Financial Modeling, Business Analysis, Management, Risk Management, Bank Reconciliation, Finance, Financial Statements, Capital Markets, Financial Services, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Deutsche Bank January 2012 - Present
JD Business Services LLC October 2009 - Present
Perficient October 2009 - Present
Royal Bank of Scotland August 2011 - January 2012
Credit Suisse June 2011 - July 2011
MF Global October 2009 - April 2011
Entrepeneur & Professional Moms Association June 2009 - January 2011
Morgan Stanley April 1999 - February 2009
Bear Stearns October 1995 - April 1999
Skills
Sarbanes-Oxley Act, Managerial Finance, Accounting, Fixed Income, Treasury Management, Treasury, Process Improvement, Account Reconciliation, Equities, Foreign Exchange, Derivatives, Financial Modeling, Business Analysis, Management, Risk Management, Bank Reconciliation, Finance, Financial Statements, Capital Markets, Financial Services, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Maria V. Romero Maria V. Romero's Morgan Stanley Experience April 1999 - August 2007
Job Vice President, Prime Brokerage at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Morgan Stanley April 1999 - August 2007
AT Clayton & Co. Inc. August 1989 - April 1999
Skills
Series 7, Series 63, Vendor Management, Business Development, Strategy, Management, Finance, Investment Banking, Bloomberg, Capital Markets, Alternative Investments
Education
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Marketing/finance
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), International Marketing
Merrill Lynch August 2007 - Present
Morgan Stanley April 1999 - August 2007
AT Clayton & Co. Inc. August 1989 - April 1999
Skills
Series 7, Series 63, Vendor Management, Business Development, Strategy, Management, Finance, Investment Banking, Bloomberg, Capital Markets, Alternative Investments
Education
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Marketing/finance
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), International Marketing
Joseph L Fernandez Joseph L Fernandez's Morgan Stanley Experience May 2011 - January 2013
Job Managing Director Finance Capital Markets Controllers at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
GFI Group Inc. June 2013 - April 2014
Morgan Stanley May 2011 - January 2013
ICAP May 2010 - May 2011
ISM Advisors LLC October 2007 - April 2010
ICAP June 1997 - September 2007
JPP Eurosecurities 1995 - 1997
Gabelli & Company 1989 - 1993
Deloitte 1986 - 1989
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Accounting
Archbishop Molloy
BNY Mellon July 2014 - Present
GFI Group Inc. June 2013 - April 2014
Morgan Stanley May 2011 - January 2013
ICAP May 2010 - May 2011
ISM Advisors LLC October 2007 - April 2010
ICAP June 1997 - September 2007
JPP Eurosecurities 1995 - 1997
Gabelli & Company 1989 - 1993
Deloitte 1986 - 1989
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Accounting
Archbishop Molloy
Elan Spence Elan Spence's Morgan Stanley Experience July 1994 - September 1998
Job Vice President at Barclays
Industry Venture Capital & Private Equity
Experience
ES Advisers, LLC July 2015 - Present
Barclays Investment Bank July 2013 - June 2015
Deloitte & Touche January 2011 - July 2013
Credit Suisse January 2006 - December 2010
Credit Suisse September 1998 - December 2005
Morgan Stanley July 1994 - September 1998
Skills
Fund Accounting, Private Equity, Hedge Funds, Management Consulting, Fund Administration, Asset Management, Accounting, Alternative Investments, Finance Operations, Operational Risk, Operational Due..., Wall Street, Financial Reporting, Divestitures, CCAR, Risk Management, Family Office, Operational Risk..., Fund Of Funds, Investor Relations, Venture Capital, Investment Management, Business Process, Investments, Fixed Income, Investment Banking, Finance, Asset Managment, Due Diligence, Valuation, Equities
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Accounting
Waldwick High School 1986 — 1990
HS Diploma
ES Advisers, LLC July 2015 - Present
Barclays Investment Bank July 2013 - June 2015
Deloitte & Touche January 2011 - July 2013
Credit Suisse January 2006 - December 2010
Credit Suisse September 1998 - December 2005
Morgan Stanley July 1994 - September 1998
Skills
Fund Accounting, Private Equity, Hedge Funds, Management Consulting, Fund Administration, Asset Management, Accounting, Alternative Investments, Finance Operations, Operational Risk, Operational Due..., Wall Street, Financial Reporting, Divestitures, CCAR, Risk Management, Family Office, Operational Risk..., Fund Of Funds, Investor Relations, Venture Capital, Investment Management, Business Process, Investments, Fixed Income, Investment Banking, Finance, Asset Managment, Due Diligence, Valuation, Equities
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Accounting
Waldwick High School 1986 — 1990
HS Diploma
Kent Lorentzen Kent Lorentzen's Morgan Stanley Experience 1984 - 2001
Job Managing Director at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets July 2011 - Present
HedgeSpan, Inc 2009 - 2011
Duff Capital Advisors 2008 - 2009
BNY Mellon 2004 - 2006
Deutsche Bank 2002 - 2004
Morgan Stanley 1984 - 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Capital Markets, Series 7, Asset Managment, Investment Banking, Securities, Trading Systems, Prime Brokerage, Private Equity, Wealth Management, Options, Trading, Electronic Trading, Equity Derivatives, Investments, Portfolio Management, Equity Trading, Emerging Markets, Asset Management, Financial Markets, Series 63, Structured Products
Education
Pace University - Lubin School of Business
Citigroup Global Markets July 2011 - Present
HedgeSpan, Inc 2009 - 2011
Duff Capital Advisors 2008 - 2009
BNY Mellon 2004 - 2006
Deutsche Bank 2002 - 2004
Morgan Stanley 1984 - 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Capital Markets, Series 7, Asset Managment, Investment Banking, Securities, Trading Systems, Prime Brokerage, Private Equity, Wealth Management, Options, Trading, Electronic Trading, Equity Derivatives, Investments, Portfolio Management, Equity Trading, Emerging Markets, Asset Management, Financial Markets, Series 63, Structured Products
Education
Pace University - Lubin School of Business
Marc Nakdai's Morgan Stanley Experience May 2008 - May 2011
Job MBA
Industry Financial Services
Experience
Merrill Edge May 2011 - November 2012
Morgan Stanley May 2008 - May 2011
Reproduction Services Inc May 2006 - May 2008
Thomson Reuters July 2004 - May 2006
Skills
Series 7, Investor Relations, Wealth Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Managment, Uniform Combined State..., Asset Allocation, Retirement Planning, Strategic Financial..., Portfolio Management, Technical Analysis, Financial Services, Banking, ETFs, Bonds, Financial Advisory, Retirement, Securities, Alternative Investments, FINRA, Options, Hedge Funds, Bloomberg, Investment Strategies, Series 24, IRAs, Relationship Management, Cash Management, Loans, Separately Managed..., Commercial Banking, 401k, Sales, Capital Markets, Finance, Investment Advisory, Investment Management, Financial Markets, Trading, Equity Trading, Derivatives, Financial Modeling, Valuation, Mortgage Lending, Private Banking, Credit, Equity Derivatives
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), M.B.A in Financial Management, 3.56
State University of New York at Oswego 1997 — 2001
B.S., Business Administration
Merrill Edge May 2011 - November 2012
Morgan Stanley May 2008 - May 2011
Reproduction Services Inc May 2006 - May 2008
Thomson Reuters July 2004 - May 2006
Skills
Series 7, Investor Relations, Wealth Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Managment, Uniform Combined State..., Asset Allocation, Retirement Planning, Strategic Financial..., Portfolio Management, Technical Analysis, Financial Services, Banking, ETFs, Bonds, Financial Advisory, Retirement, Securities, Alternative Investments, FINRA, Options, Hedge Funds, Bloomberg, Investment Strategies, Series 24, IRAs, Relationship Management, Cash Management, Loans, Separately Managed..., Commercial Banking, 401k, Sales, Capital Markets, Finance, Investment Advisory, Investment Management, Financial Markets, Trading, Equity Trading, Derivatives, Financial Modeling, Valuation, Mortgage Lending, Private Banking, Credit, Equity Derivatives
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), M.B.A in Financial Management, 3.56
State University of New York at Oswego 1997 — 2001
B.S., Business Administration
Lou Mandia's Morgan Stanley Experience January 2015 - March 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Northwestern Mutual December 2014 - April 2015
Morgan Stanley January 2015 - March 2015
UBS Wealth Management January 2014 - May 2014
Henry F. Malarkey & Co. P.C. September 2013 - December 2013
Skills
Finance, Investments, Portfolio Management, Microsoft Office, Wealth Management, Financial Planning, Strategic Planning, Financial Advisory, Financial Modeling, Risk Management, Leadership, Mutual Funds, Data Analysis, Sales, Financial Services, Equities
Education
Pace University - Lubin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Finance Major GPA: 3.93
Ramapo College of New Jersey 2012 — 2013
Finance, GPA: 3.95
Goldman Sachs June 2015 - Present
Northwestern Mutual December 2014 - April 2015
Morgan Stanley January 2015 - March 2015
UBS Wealth Management January 2014 - May 2014
Henry F. Malarkey & Co. P.C. September 2013 - December 2013
Skills
Finance, Investments, Portfolio Management, Microsoft Office, Wealth Management, Financial Planning, Strategic Planning, Financial Advisory, Financial Modeling, Risk Management, Leadership, Mutual Funds, Data Analysis, Sales, Financial Services, Equities
Education
Pace University - Lubin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Finance Major GPA: 3.93
Ramapo College of New Jersey 2012 — 2013
Finance, GPA: 3.95
CHERYL KELLAM's Morgan Stanley Experience February 2005 - June 2015
Job VICE PRESIDENT at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2005 - June 2015
Morgan Stanley April 1998 - February 2005
Skills
IT Management, IT Strategy, Financial Services, Management, Vendor Management, Project Management, Business Process..., Product Management, Risk Management, Disaster Recovery, Enterprise Architecture
Education
Pace University-New York
Bachelor's degree, Computer Science
Morgan Stanley February 2005 - June 2015
Morgan Stanley April 1998 - February 2005
Skills
IT Management, IT Strategy, Financial Services, Management, Vendor Management, Project Management, Business Process..., Product Management, Risk Management, Disaster Recovery, Enterprise Architecture
Education
Pace University-New York
Bachelor's degree, Computer Science
Priscilla Habeeb-Sankar's Morgan Stanley Experience January 2015 - Present
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - December 2014
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley Wealth Management May 2011 - December 2012
Morgan Stanley October 2010 - May 2011
Amalgamated Life Insurance May 2007 - July 2010
Vault.com January 2007 - April 2007
Skills
Commercial Litigation, Employee Benefits, French, Mediation, Legal Writing, Litigation, Strategic Communications, Insurance, Recruiting, Outlook, Training, Appeals
Education
Pace University School of Law 2012 — 2016
Doctor of Law (J.D.)
Pace University - Lubin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Pre-Law
Yale University 2004 — 2005
Diploma of Excellence, Law
St. Anthony's High School
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - December 2014
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley Wealth Management May 2011 - December 2012
Morgan Stanley October 2010 - May 2011
Amalgamated Life Insurance May 2007 - July 2010
Vault.com January 2007 - April 2007
Skills
Commercial Litigation, Employee Benefits, French, Mediation, Legal Writing, Litigation, Strategic Communications, Insurance, Recruiting, Outlook, Training, Appeals
Education
Pace University School of Law 2012 — 2016
Doctor of Law (J.D.)
Pace University - Lubin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Pre-Law
Yale University 2004 — 2005
Diploma of Excellence, Law
St. Anthony's High School
Joji Varughese's Morgan Stanley Experience August 2007 - January 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2010 - Present
Morgan Stanley August 2007 - January 2010
Berdon LLP January 2005 - July 2007
Skills
Management Reporting, US GAAP, General Ledger..., Hyperion HFM, Oracle Applications, Financial Forecasting, Project Management, Consolidated Reporting, Expense Management, Entity Maintenance, Financial Statement..., Compilation Of..., Tax Preparation, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor’s Degree, Public Accounting
BlackRock January 2010 - Present
Morgan Stanley August 2007 - January 2010
Berdon LLP January 2005 - July 2007
Skills
Management Reporting, US GAAP, General Ledger..., Hyperion HFM, Oracle Applications, Financial Forecasting, Project Management, Consolidated Reporting, Expense Management, Entity Maintenance, Financial Statement..., Compilation Of..., Tax Preparation, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor’s Degree, Public Accounting
Justin Ortega Justin Ortega's Morgan Stanley Experience March 2015 - Present
Job Investment Banking Summer Analyst at Morgan Stanley and Student at Villanova University
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Goldman Sachs January 2013 - August 2013
CFA Institute & NYSSA January 2013 - March 2013
BDO Capital Advisors, LLC September 2012 - December 2012
Longroad Asset Management May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Modeling, Valuation
Education
Villanova University 2013 — 2016
Bachelor's degree, Applied Economics
Pace University - Lubin School of Business
Bachelor of Science (BS), Finance, General
Saint Francis Preparatory High School 2005 — 2009
Training the Street
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Goldman Sachs January 2013 - August 2013
CFA Institute & NYSSA January 2013 - March 2013
BDO Capital Advisors, LLC September 2012 - December 2012
Longroad Asset Management May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Modeling, Valuation
Education
Villanova University 2013 — 2016
Bachelor's degree, Applied Economics
Pace University - Lubin School of Business
Bachelor of Science (BS), Finance, General
Saint Francis Preparatory High School 2005 — 2009
Training the Street
James Lierman James Lierman's Morgan Stanley Experience April 2014 - Present
Job ISDA Negotiator at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley April 2014 - Present
Law Office of Todd Rothenberg Esq. 2011 - 2013
Starwood Capital Group September 2012 - November 2012
Skills
Corporate Law, Real Estate Development, Real Estate Law, Litigation, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Real Estate Broker, Property Law, Westlaw
Education
Pace University School of Law 2010 — 2013
Doctor of Law (J.D.), Law, GPA 3.4
State University of New York at Stony Brook 2006 — 2010
Bachelor of Science (B.S.), Business Management and Finance, with minor in Chemistry, GPA 3.6
Ivy Real Estate School of Education 2005 — 2007
Real Estate Sales License & Real Estate Broker License, Real Estate Sales
Bronx High School of Science 2002 — 2006
Morgan Stanley April 2014 - Present
Law Office of Todd Rothenberg Esq. 2011 - 2013
Starwood Capital Group September 2012 - November 2012
Skills
Corporate Law, Real Estate Development, Real Estate Law, Litigation, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Real Estate Broker, Property Law, Westlaw
Education
Pace University School of Law 2010 — 2013
Doctor of Law (J.D.), Law, GPA 3.4
State University of New York at Stony Brook 2006 — 2010
Bachelor of Science (B.S.), Business Management and Finance, with minor in Chemistry, GPA 3.6
Ivy Real Estate School of Education 2005 — 2007
Real Estate Sales License & Real Estate Broker License, Real Estate Sales
Bronx High School of Science 2002 — 2006
Samantha Quartuccio Samantha Quartuccio's Morgan Stanley Experience August 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
The Dannon Company June 2007 - August 2008
Skills
Hedge Funds, Investor Relations, Microsoft Office, Fund Administration, Alternative Investments
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance
Richmond, The American International University in London 2008 — 2008
Morgan Stanley August 2008 - Present
The Dannon Company June 2007 - August 2008
Skills
Hedge Funds, Investor Relations, Microsoft Office, Fund Administration, Alternative Investments
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance
Richmond, The American International University in London 2008 — 2008
Nancy (Chan) Kwok's Morgan Stanley Experience October 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Goldman Sachs February 2012 - September 2013
Goldman Sachs November 2011 - February 2012
Goldman Sachs March 2010 - November 2011
Goldman Sachs November 2007 - March 2010
Goldman Sachs July 2004 - November 2007
Goldman Sachs September 2003 - July 2004
Skills
Capital Markets, Access, Fixed Income, Bloomberg, Credit Derivatives, Derivatives, Financial Modeling, Hedge Funds, Valuation, Microsoft Excel, Prime Brokerage, Equities, Outlook, Middle Office, Private Equity, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration, Management Science, Finance, Mathematics
Morgan Stanley October 2013 - Present
Goldman Sachs February 2012 - September 2013
Goldman Sachs November 2011 - February 2012
Goldman Sachs March 2010 - November 2011
Goldman Sachs November 2007 - March 2010
Goldman Sachs July 2004 - November 2007
Goldman Sachs September 2003 - July 2004
Skills
Capital Markets, Access, Fixed Income, Bloomberg, Credit Derivatives, Derivatives, Financial Modeling, Hedge Funds, Valuation, Microsoft Excel, Prime Brokerage, Equities, Outlook, Middle Office, Private Equity, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration, Management Science, Finance, Mathematics
Yev Bekker Yev Bekker's Morgan Stanley Experience January 2012 - Present
Job Internal Audit Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley June 2010 - January 2012
Birch Tax Service July 2009 - June 2010
Cornerstone Accounting Group January 2009 - April 2009
Skills
Auditing, Accounting, Financial Reporting, Internal Audit, Risk Management, Internal Controls, Financial Analysis
Education
Pace University - Lubin School of Business 2008 — 2009
Master of Business Administration (M.B.A.), Accounting
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley January 2012 - Present
Morgan Stanley June 2010 - January 2012
Birch Tax Service July 2009 - June 2010
Cornerstone Accounting Group January 2009 - April 2009
Skills
Auditing, Accounting, Financial Reporting, Internal Audit, Risk Management, Internal Controls, Financial Analysis
Education
Pace University - Lubin School of Business 2008 — 2009
Master of Business Administration (M.B.A.), Accounting
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Brian Quinn, Esq. Brian Quinn, Esq.'s Morgan Stanley Experience July 2010 - March 2011
Job Director, Wholesale Bank Regulatory Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Goldman Sachs March 2011 - March 2015
Morgan Stanley July 2010 - March 2011
Bank of New York Mellon October 2007 - June 2010
Morgan Stanley August 2004 - October 2007
Morgan Stanley January 2000 - July 2004
Skills
Wealth Management, Securities, Private Equity, Mergers & Acquisitions, Litigation, Legal Research, Hedge Funds, Financial Risk, FINRA, Equities, Due Diligence, Derivatives, Corporate Governance, Capital Markets, AML, Alternative Investments
Education
Pace University School of Law 2003 — 2007
Juris Doctorate, Law
Saint John's University 1997 — 1998
Masters of Arts, International Relations/ Government and Politics
Saint John's University 1993 — 1997
Bachelor of Arts, Government and Politics
Garden City High School 1989 — 1993
Wells Fargo April 2015 - Present
Goldman Sachs March 2011 - March 2015
Morgan Stanley July 2010 - March 2011
Bank of New York Mellon October 2007 - June 2010
Morgan Stanley August 2004 - October 2007
Morgan Stanley January 2000 - July 2004
Skills
Wealth Management, Securities, Private Equity, Mergers & Acquisitions, Litigation, Legal Research, Hedge Funds, Financial Risk, FINRA, Equities, Due Diligence, Derivatives, Corporate Governance, Capital Markets, AML, Alternative Investments
Education
Pace University School of Law 2003 — 2007
Juris Doctorate, Law
Saint John's University 1997 — 1998
Masters of Arts, International Relations/ Government and Politics
Saint John's University 1993 — 1997
Bachelor of Arts, Government and Politics
Garden City High School 1989 — 1993
Jane (Jane Kung) Piket Jane (Jane Kung) Piket's Morgan Stanley Experience 2014 - Present
Job Vice President Recovery and Resolution at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2009 - 2014
Financial Services Sector Coordinating Council - FSSCC 2010 - 2012
Goldman Sachs 2007 - 2009
Goldman Sachs 1999 - 2007
Align Communications 1997 - 1999
CompuCom 1996 - 1997
Skills
Risk Management, Leadership, Project Management, IT Management, Business Continuity, Business Continuity..., Trading Systems, Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Hedge Funds, Vendor Management, Financial Services, Portfolio Management, IT Strategy, Asset Management, Securities, Business Analysis, SDLC, Trading, System Administration, Disaster Recovery
Education
Pace University-New York
BS, OIS
Morgan Stanley 2014 - Present
Morgan Stanley 2009 - 2014
Financial Services Sector Coordinating Council - FSSCC 2010 - 2012
Goldman Sachs 2007 - 2009
Goldman Sachs 1999 - 2007
Align Communications 1997 - 1999
CompuCom 1996 - 1997
Skills
Risk Management, Leadership, Project Management, IT Management, Business Continuity, Business Continuity..., Trading Systems, Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Hedge Funds, Vendor Management, Financial Services, Portfolio Management, IT Strategy, Asset Management, Securities, Business Analysis, SDLC, Trading, System Administration, Disaster Recovery
Education
Pace University-New York
BS, OIS
Dmitry Bogomolny, MBA Dmitry Bogomolny, MBA's Morgan Stanley Experience April 2013 - April 2015
Job Vice President Compliance at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank April 2015 - Present
Morgan Stanley April 2013 - April 2015
Goldman Sachs January 2010 - September 2011
Goldman Sachs June 2004 - January 2010
Goldman Sachs August 2002 - June 2004
Goldman Sachs March 2000 - August 2002
Skills
Results Oriented, Excellent Risk..., Able To Work Under..., Equities, Risk Management, Settlements, Prime Brokerage, Risk, Reconciliation, Bloomberg, Hedge Funds, Securities, Derivatives, Capital Markets, Settlement
Education
Pace University - Lubin School of Business 2007 — 2011
MBA, Business Management and Finance
Brooklyn College 1996 — 2000
BS, Business Management and Finance
Barclays Investment Bank April 2015 - Present
Morgan Stanley April 2013 - April 2015
Goldman Sachs January 2010 - September 2011
Goldman Sachs June 2004 - January 2010
Goldman Sachs August 2002 - June 2004
Goldman Sachs March 2000 - August 2002
Skills
Results Oriented, Excellent Risk..., Able To Work Under..., Equities, Risk Management, Settlements, Prime Brokerage, Risk, Reconciliation, Bloomberg, Hedge Funds, Securities, Derivatives, Capital Markets, Settlement
Education
Pace University - Lubin School of Business 2007 — 2011
MBA, Business Management and Finance
Brooklyn College 1996 — 2000
BS, Business Management and Finance
Jill Hahn Jill Hahn's Morgan Stanley Experience August 2013 - Present
Job VP Human Resources
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Bayer HealthCare Diabetes Care February 2011 - Present
Bayer HealthCare Diabetes Care April 2010 - February 2011
Bayer HealthCare, LLC October 2007 - April 2010
Bayer HealthCare, LLC February 2006 - September 2007
Bayer HealthCare, LLC May 2003 - February 2006
Skills
Talent Management, Employee Engagement, Employee Relations, Performance Management, Talent Acquisition, Human Resources, Personnel Management, Medical Devices, Organizational..., Change Management, Employee Training, Coaching, Leadership Development, Training, Cross-functional Team..., Pharmaceutical Industry, Organizational..., Sourcing, Sales Effectiveness
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Management, Human Resources
Morgan Stanley August 2013 - Present
Bayer HealthCare Diabetes Care February 2011 - Present
Bayer HealthCare Diabetes Care April 2010 - February 2011
Bayer HealthCare, LLC October 2007 - April 2010
Bayer HealthCare, LLC February 2006 - September 2007
Bayer HealthCare, LLC May 2003 - February 2006
Skills
Talent Management, Employee Engagement, Employee Relations, Performance Management, Talent Acquisition, Human Resources, Personnel Management, Medical Devices, Organizational..., Change Management, Employee Training, Coaching, Leadership Development, Training, Cross-functional Team..., Pharmaceutical Industry, Organizational..., Sourcing, Sales Effectiveness
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Management, Human Resources
Larry Caminiti's Morgan Stanley Experience December 2007 - March 2014
Job
Industry Information Technology and Services
Experience
Broadridge Financial Solutions - via TSR Consulting 2014 - July 2014
Morgan Stanley December 2007 - March 2014
Enterprise Engineering Inc. June 2000 - June 2007
Merrill Lynch 1995 - 2000
Kidder Peabody 1989 - 1995
Skills
Equities, Fixed Income, Vendor Management, Risk Management, SDLC, Financial Services, Governance, Business Analysis, Trading Systems, Project Management, Program Management, Electronic Trading, Derivatives, Business Continuity, Leadership, IT Strategy, Executive Management, Investment Banking, Enterprise Architecture, Securities, Asset Management, Project Portfolio..., Strategic Planning, Management Consulting, Portfolio Management, Business Process..., Strategy, Capital Markets, Business Intelligence, PMO, Prime Brokerage, Disaster Recovery, Wealth Management, Market Data, Software Project..., Management, Change Management, Business Strategy, Reference Data, Middle Office, Hedge Funds, IT Operations
Education
Pace University - Lubin School of Business 1979 — 1985
BBA, Management Information Systems
Broadridge Financial Solutions - via TSR Consulting 2014 - July 2014
Morgan Stanley December 2007 - March 2014
Enterprise Engineering Inc. June 2000 - June 2007
Merrill Lynch 1995 - 2000
Kidder Peabody 1989 - 1995
Skills
Equities, Fixed Income, Vendor Management, Risk Management, SDLC, Financial Services, Governance, Business Analysis, Trading Systems, Project Management, Program Management, Electronic Trading, Derivatives, Business Continuity, Leadership, IT Strategy, Executive Management, Investment Banking, Enterprise Architecture, Securities, Asset Management, Project Portfolio..., Strategic Planning, Management Consulting, Portfolio Management, Business Process..., Strategy, Capital Markets, Business Intelligence, PMO, Prime Brokerage, Disaster Recovery, Wealth Management, Market Data, Software Project..., Management, Change Management, Business Strategy, Reference Data, Middle Office, Hedge Funds, IT Operations
Education
Pace University - Lubin School of Business 1979 — 1985
BBA, Management Information Systems
Elena Hughes's Morgan Stanley Experience November 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Goldman Sachs April 2008 - November 2013
Bear Stearns January 2007 - April 2008
NASD August 2005 - January 2007
Skills
AML
Education
Rutgers University School of Law - Newark 2002 — 2005
JD
Pace University - Lubin School of Business 1996 — 2000
BBA, Cum Laude
Morgan Stanley November 2013 - Present
Goldman Sachs April 2008 - November 2013
Bear Stearns January 2007 - April 2008
NASD August 2005 - January 2007
Skills
AML
Education
Rutgers University School of Law - Newark 2002 — 2005
JD
Pace University - Lubin School of Business 1996 — 2000
BBA, Cum Laude
Vern Chong's Morgan Stanley Experience July 1997 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1997 - Present
Education
Pace University - Lubin School of Business 1998 — 2000
The Ohio State University 1984 — 1988
Morgan Stanley July 1997 - Present
Education
Pace University - Lubin School of Business 1998 — 2000
The Ohio State University 1984 — 1988
Dilip Pidikiti's Morgan Stanley Experience February 2014 - August 2014
Job Member Board of Directors at Angel Compass Network
Industry Financial Services
Experience
Tiburon Capital Management, LLC February 2015 - Present
Angel Compass Network January 2013 - Present
Morgan Stanley February 2014 - August 2014
Water Island Capital, LLC November 2010 - August 2013
Citigroup February 2010 - November 2010
Moodys Corporation August 2009 - November 2009
The Benchmark Company August 2007 - October 2008
Citigroup November 2006 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, Hedge Funds, Financial Risk, Equity Research, Budgets, Credit, Series 7, Investment Banking, Analysis, Forecasting, Finance, Equities, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Valuation, Due Diligence, Securities
Education
Pace University - Lubin School of Business 2013 — 2016
Executive MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science (BS), Finance
Temple University 2001 — 2005
BA, Political Science
Tiburon Capital Management, LLC February 2015 - Present
Angel Compass Network January 2013 - Present
Morgan Stanley February 2014 - August 2014
Water Island Capital, LLC November 2010 - August 2013
Citigroup February 2010 - November 2010
Moodys Corporation August 2009 - November 2009
The Benchmark Company August 2007 - October 2008
Citigroup November 2006 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, Hedge Funds, Financial Risk, Equity Research, Budgets, Credit, Series 7, Investment Banking, Analysis, Forecasting, Finance, Equities, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Valuation, Due Diligence, Securities
Education
Pace University - Lubin School of Business 2013 — 2016
Executive MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science (BS), Finance
Temple University 2001 — 2005
BA, Political Science
Michael Frawley's Morgan Stanley Experience December 2001 - Present
Job Executive Director, Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2001 - Present
Arthur Andersen August 1999 - December 2001
Education
Pace University - Lubin School of Business 1997 — 1999
Morgan Stanley December 2001 - Present
Arthur Andersen August 1999 - December 2001
Education
Pace University - Lubin School of Business 1997 — 1999
Julia Tyutyunik's Morgan Stanley Experience March 2010 - Present
Job Global Risk Manager for Securities Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Morgan Stanley July 1997 - Present
Skills
Prime Brokerage, Operational Risk..., Financial Reporting, Process Engineering, Business Analysis, Process Improvement, Forecasting, Business Strategy, Financial Management, Accounting
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration, Public Accounting
Morgan Stanley March 2010 - Present
Morgan Stanley July 1997 - Present
Skills
Prime Brokerage, Operational Risk..., Financial Reporting, Process Engineering, Business Analysis, Process Improvement, Forecasting, Business Strategy, Financial Management, Accounting
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration, Public Accounting
Cheryl Dennerlein-Nave's Morgan Stanley Experience January 2014 - Present
Job Managing Director, Operations, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2007 - December 2013
Merrill Lynch 1987 - 2003
Skills
Equity Derivatives, Equities, Derivatives, Prime Brokerage, Equity Swaps, Collateral Management, Credit Derivatives, Interest Rate..., Middle Office, Fixed Income, Swaps, Securities Lending, Hedge Funds, Investment Banking
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (MBA), Accounting
Seton Hall University 1983 — 1987
Morgan Stanley January 2014 - Present
Morgan Stanley June 2007 - December 2013
Merrill Lynch 1987 - 2003
Skills
Equity Derivatives, Equities, Derivatives, Prime Brokerage, Equity Swaps, Collateral Management, Credit Derivatives, Interest Rate..., Middle Office, Fixed Income, Swaps, Securities Lending, Hedge Funds, Investment Banking
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (MBA), Accounting
Seton Hall University 1983 — 1987
Chris Somma's Morgan Stanley Experience August 1998 - November 2005
Job Vice President, Senior Regulatory Relationship Manager, HSBC
Industry Banking
Experience
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
Sabrina Chawla's Morgan Stanley Experience October 1999 - November 2002
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2013 - Present
Bank of America Merrill Lynch August 2006 - November 2013
Morgan Stanley October 1999 - November 2002
Skills
Equities, Fixed Income, Investment Banking, Financial Analysis, Derivatives, Capital Markets, Hedge Funds, Banking, Securities, Business Analysis, Financial Services, Prime Brokerage, SQL
Education
Pace University - Lubin School of Business
MBA
Saint John's University - Peter J. Tobin College of Business
BS
Deutsche Bank November 2013 - Present
Bank of America Merrill Lynch August 2006 - November 2013
Morgan Stanley October 1999 - November 2002
Skills
Equities, Fixed Income, Investment Banking, Financial Analysis, Derivatives, Capital Markets, Hedge Funds, Banking, Securities, Business Analysis, Financial Services, Prime Brokerage, SQL
Education
Pace University - Lubin School of Business
MBA
Saint John's University - Peter J. Tobin College of Business
BS
Wioletta Krahel, Esq.'s Morgan Stanley Experience September 2006 - January 2012
Job Director at International Fund Services I A State Street Company
Industry Capital Markets
Experience
State Street August 2012 - Present
Morgan Stanley September 2006 - January 2012
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Fund Of Funds, Fund Administration, Investments, Mutual Funds, Derivatives, Securities, Due Diligence, Prime Brokerage, Financial Services, Asset Management
Education
Pace University School of Law 2003 — 2004
Master of Laws (LL.M.)
State Street August 2012 - Present
Morgan Stanley September 2006 - January 2012
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Fund Of Funds, Fund Administration, Investments, Mutual Funds, Derivatives, Securities, Due Diligence, Prime Brokerage, Financial Services, Asset Management
Education
Pace University School of Law 2003 — 2004
Master of Laws (LL.M.)
Liliana Medic's Morgan Stanley Experience July 2004 - Present
Job Director of Human Resources at Solow Realty and Development Company
Industry Financial Services
Experience
Solow Realty and Development Company June 2013 - Present
Morgan Stanley July 2004 - Present
OneSource Facilities Services 1993 - 2003
ISS, International Service System, Inc. 1993 - 1996
Skills
Succession Planning, Talent Management, Talent Acquisition, Onboarding, Employee Relations, Recruiting, Negotiation, Contract Negotiation, Mediation, Human Resources, Event Management, Event Planning, Diversity & Inclusion, Training Delivery, Coaching, Employment Law, Organizational..., Change Management, Strategic Planning, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1997 — 2000
B.B.A., Business Management and Human Resources
Solow Realty and Development Company June 2013 - Present
Morgan Stanley July 2004 - Present
OneSource Facilities Services 1993 - 2003
ISS, International Service System, Inc. 1993 - 1996
Skills
Succession Planning, Talent Management, Talent Acquisition, Onboarding, Employee Relations, Recruiting, Negotiation, Contract Negotiation, Mediation, Human Resources, Event Management, Event Planning, Diversity & Inclusion, Training Delivery, Coaching, Employment Law, Organizational..., Change Management, Strategic Planning, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1997 — 2000
B.B.A., Business Management and Human Resources
Demetrick Dawkins's Morgan Stanley Experience September 2013 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley March 2012 - August 2013
Deutsche Bank October 2010 - January 2011
Goldman Sachs February 1996 - March 2009
Skills
Prime Brokerage, Hedge Funds, Derivatives, Settlement, Securities, Financial Services, Fixed Income, Corporate Actions, Collateral Management, Equities, Trading, Options, Valuation, Swaps, Capital Markets, FX Options, Middle Office, Series 7, Risk Management, Financial Risk, Bloomberg, Electronic Trading, Interest Rate..., Market Risk, Back Office, Bonds, Operational Risk, Asset Management, Structured Products, Equity Derivatives, Trading Systems, Credit Derivatives, Alternative Investments, Investment Banking, Market Data, Relationship Management, Settlements, Client Service, Prime Brokerage Control
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business/Commerce, General
New York Institute of Finance
Certificate, Margin Credit Regulations
Virginia State University
Business Administration
Morgan Stanley September 2013 - Present
Morgan Stanley March 2012 - August 2013
Deutsche Bank October 2010 - January 2011
Goldman Sachs February 1996 - March 2009
Skills
Prime Brokerage, Hedge Funds, Derivatives, Settlement, Securities, Financial Services, Fixed Income, Corporate Actions, Collateral Management, Equities, Trading, Options, Valuation, Swaps, Capital Markets, FX Options, Middle Office, Series 7, Risk Management, Financial Risk, Bloomberg, Electronic Trading, Interest Rate..., Market Risk, Back Office, Bonds, Operational Risk, Asset Management, Structured Products, Equity Derivatives, Trading Systems, Credit Derivatives, Alternative Investments, Investment Banking, Market Data, Relationship Management, Settlements, Client Service, Prime Brokerage Control
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business/Commerce, General
New York Institute of Finance
Certificate, Margin Credit Regulations
Virginia State University
Business Administration
Donna Simonetti, PMP's Morgan Stanley Experience September 1993 - July 1997
Job Vice President, Client Onboarding and Project Delivery at Albridge, a BNY Mellon Company
Industry Management Consulting
Experience
Albridge, an Affiliate of Pershing September 2013 - Present
Dress for Success Mercer County 2012 - 2014
Desjardins September 2007 - October 2012
National Bank Financial 2001 - 2007
Instinet July 1997 - July 2000
Morgan Stanley September 1993 - July 1997
Skills
Project Management, Business Process, Process Improvement, Analysis, Business Requirements, Business Analysis, Equities, Requirements Analysis, Business Process..., Change Management, Management, Financial Services, User Acceptance Testing, Visio, MS Project, Requirements Gathering, SDLC, Derivatives, Fixed Income, Back Office, Wine Tasting, Project Planning, Documentation, Excel, Word, French, Settlement, Software Implementation, Career Counseling, Securities, PMO
Education
McGill Executive Institute
Certificate, Project Management Seminar
Technologia
Change Management Seminar
Pace University - Lubin School of Business 1988 — 1992
BBA, International Management
Albridge, an Affiliate of Pershing September 2013 - Present
Dress for Success Mercer County 2012 - 2014
Desjardins September 2007 - October 2012
National Bank Financial 2001 - 2007
Instinet July 1997 - July 2000
Morgan Stanley September 1993 - July 1997
Skills
Project Management, Business Process, Process Improvement, Analysis, Business Requirements, Business Analysis, Equities, Requirements Analysis, Business Process..., Change Management, Management, Financial Services, User Acceptance Testing, Visio, MS Project, Requirements Gathering, SDLC, Derivatives, Fixed Income, Back Office, Wine Tasting, Project Planning, Documentation, Excel, Word, French, Settlement, Software Implementation, Career Counseling, Securities, PMO
Education
McGill Executive Institute
Certificate, Project Management Seminar
Technologia
Change Management Seminar
Pace University - Lubin School of Business 1988 — 1992
BBA, International Management
Jordan Brand's Morgan Stanley Experience February 2008 - February 2012
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2012 - Present
Morgan Stanley February 2008 - February 2012
Skills
Financial Planning
Education
Pace University School of Law 1987 — 1990
JD
University of Maryland College Park 1984 — 1986
BS, Economics
UBS February 2012 - Present
Morgan Stanley February 2008 - February 2012
Skills
Financial Planning
Education
Pace University School of Law 1987 — 1990
JD
University of Maryland College Park 1984 — 1986
BS, Economics
Elias Rodriguez, CFA's Morgan Stanley Experience June 2009 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Citi Markets and Banking August 1999 - June 2009
Bear Stearns & Co. September 1995 - August 1999
Bear Stearns June 1987 - September 1995
Dean Witter May 1986 - June 1987
Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Equities, Options, Securities, Series 7, Derivatives, Series 63, Financial Risk, Credit Risk, Latin America, Structured Products, Bloomberg, Portfolio Management, Equity Options, Finance, Futures, FX Forwards, Series 3, FX Options, Bonds, Mutual Funds, Risk Management, Credit
Education
Pace University - Lubin School of Business 1988 — 1992
Masters in Business Administration, Master in Finance/Investments
Pace University - Lubin School of Business 1982 — 1986
Bachellors in Business Administration, Finance
Morgan Stanley June 2009 - Present
Citi Markets and Banking August 1999 - June 2009
Bear Stearns & Co. September 1995 - August 1999
Bear Stearns June 1987 - September 1995
Dean Witter May 1986 - June 1987
Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Equities, Options, Securities, Series 7, Derivatives, Series 63, Financial Risk, Credit Risk, Latin America, Structured Products, Bloomberg, Portfolio Management, Equity Options, Finance, Futures, FX Forwards, Series 3, FX Options, Bonds, Mutual Funds, Risk Management, Credit
Education
Pace University - Lubin School of Business 1988 — 1992
Masters in Business Administration, Master in Finance/Investments
Pace University - Lubin School of Business 1982 — 1986
Bachellors in Business Administration, Finance
Eileen Hillock's Morgan Stanley Experience December 2004 - November 2013
Job President and CMO GUARDIAN Sports
Industry Financial Services
Experience
GUARDIAN Sports November 2014 - Present
Guardian Sports 2014 - 2015
Morgan Stanley December 2004 - November 2013
Morgan Stanley Smith Barney 1989 - November 2013
Wharton Business School 2007 - 2009
JP Morgan June 1986 - October 1989
Skills
Leadership Development, Risk Management, Project Management, Training & Development, Financial Services, Event Planning, Management, Talent Management, Coaching, New Business Development, Wealth Management, Program Management, Training Delivery, Event Photography, Vendor Management, Operational Risk, Leadership, Financial Risk, Operating Budgets, Operational Risk..., Strategy, Executive Management, Investment Advisory, FINRA, Relationship Management, Team Leadership, Financial Markets, Conference Coordination, Program Coordination, Business Continuity..., Business Process..., Social Media Marketing, Online Marketing, Market Research, Portrait Photography, Youth Empowerment, Community Engagement, Securities, Strategic Communications, Marketing, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Management Information Systems (MIS)
GUARDIAN Sports November 2014 - Present
Guardian Sports 2014 - 2015
Morgan Stanley December 2004 - November 2013
Morgan Stanley Smith Barney 1989 - November 2013
Wharton Business School 2007 - 2009
JP Morgan June 1986 - October 1989
Skills
Leadership Development, Risk Management, Project Management, Training & Development, Financial Services, Event Planning, Management, Talent Management, Coaching, New Business Development, Wealth Management, Program Management, Training Delivery, Event Photography, Vendor Management, Operational Risk, Leadership, Financial Risk, Operating Budgets, Operational Risk..., Strategy, Executive Management, Investment Advisory, FINRA, Relationship Management, Team Leadership, Financial Markets, Conference Coordination, Program Coordination, Business Continuity..., Business Process..., Social Media Marketing, Online Marketing, Market Research, Portrait Photography, Youth Empowerment, Community Engagement, Securities, Strategic Communications, Marketing, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Management Information Systems (MIS)
Jacob Sassoon's Morgan Stanley Experience May 2010 - September 2012
Job Regulatory Risk Consultant at Crossbridge
Industry Financial Services
Experience
Crossbridge February 2015 - Present
(USTA) United States Tennis Association 2008 - Present
Citi April 2013 - December 2014
BNY Mellon September 2012 - April 2013
Morgan Stanley May 2010 - September 2012
Misys February 2008 - February 2009
KPMG June 2007 - August 2007
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Banking, Financial Reporting, Excel, Access, Risk Management, Word, Corporate Finance, Business Analysis, Analysis, Process Engineering, Data Analysis, Operational Risk, Risk, Collateral Management, Microsoft Excel, Financial Risk, Portfolio Management, Finance, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance, Accounting
Yeshiva University 2002 — 2005
BA, Economics
Crossbridge February 2015 - Present
(USTA) United States Tennis Association 2008 - Present
Citi April 2013 - December 2014
BNY Mellon September 2012 - April 2013
Morgan Stanley May 2010 - September 2012
Misys February 2008 - February 2009
KPMG June 2007 - August 2007
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Banking, Financial Reporting, Excel, Access, Risk Management, Word, Corporate Finance, Business Analysis, Analysis, Process Engineering, Data Analysis, Operational Risk, Risk, Collateral Management, Microsoft Excel, Financial Risk, Portfolio Management, Finance, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance, Accounting
Yeshiva University 2002 — 2005
BA, Economics
Frank Bianco's Morgan Stanley Experience April 1980 - Present
Job Retired
Industry Financial Services
Experience
None at present April 2015 - Present
Morgan Stanley April 1980 - Present
Credit Suisse November 2003 - June 2004
Education
Pace University - Lubin School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Villanova University 1974 — 1978
Bachelor's Degree, Accounting
None at present April 2015 - Present
Morgan Stanley April 1980 - Present
Credit Suisse November 2003 - June 2004
Education
Pace University - Lubin School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Villanova University 1974 — 1978
Bachelor's Degree, Accounting
Nicole Donovan's Morgan Stanley Experience September 2007 - Present
Job Client Service at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley September 2007 - Present
Lehman Brothers July 2006 - September 2007
Lehman Brothers July 2004 - July 2006
Education
Pace University - Lubin School of Business
Morgan Stanley September 2007 - Present
Lehman Brothers July 2006 - September 2007
Lehman Brothers July 2004 - July 2006
Education
Pace University - Lubin School of Business
Fabio Pastena's Morgan Stanley Experience 2001 - 2013
Job Legal Entity Controller
Industry Financial Services
Experience
GE Capital 2014 - Present
RGP 2013 - 2014
Morgan Stanley 2001 - 2013
Barclays Capital 2000 - 2001
Nomura Securities 1990 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Series 7, Asset Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Program Management, Business Process, New Business Development, Process Improvement, Forecasting, Series 63, Internal Controls, Financial Reporting, Analysis, Banking, Portfolio Management, Finance, Credit, Accounting, Sarbanes-Oxley Act, Trading, Structured Products, Investment Banking, Structured Finance, Securities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
GE Capital 2014 - Present
RGP 2013 - 2014
Morgan Stanley 2001 - 2013
Barclays Capital 2000 - 2001
Nomura Securities 1990 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Series 7, Asset Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Program Management, Business Process, New Business Development, Process Improvement, Forecasting, Series 63, Internal Controls, Financial Reporting, Analysis, Banking, Portfolio Management, Finance, Credit, Accounting, Sarbanes-Oxley Act, Trading, Structured Products, Investment Banking, Structured Finance, Securities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
KaBik Tseung's Morgan Stanley Experience September 2004 - May 2007
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
JPMorgan Chase & Co. August 2013 - March 2015
JP Morgan June 2008 - August 2013
Bear Stearns May 2007 - June 2008
Morgan Stanley September 2004 - May 2007
Skills
Financial Analysis, Process Improvement, Equities, Investment Banking, Financial Modeling, Securities, Analysis, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
J.P. Morgan April 2015 - Present
JPMorgan Chase & Co. August 2013 - March 2015
JP Morgan June 2008 - August 2013
Bear Stearns May 2007 - June 2008
Morgan Stanley September 2004 - May 2007
Skills
Financial Analysis, Process Improvement, Equities, Investment Banking, Financial Modeling, Securities, Analysis, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
Victoria D. Rudman's Morgan Stanley Experience 2003 - 2005
Job CFO Consultant
Industry Financial Services
Experience
CFO Consulting Services (Sole Proprietorship) January 2015 - Present
Kalytera Therapeutics, Inc March 2015 - Present
Intelligent Living Inc. November 2013 - November 2014
Intelligent Living, Inc. August 2013 - November 2013
FEEL GOLF CO., INC. April 2013 - August 2013
FEEL GOLF CO., INC. February 2013 - April 2013
Intelligent Living Inc. November 2012 - December 2012
Independent Contractor and Consultant 2005 - 2011
Morgan Stanley 2003 - 2005
Bear Stearns Securities Corp 2000 - 2002
Skills
Account Management, Banking, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, Change Management, Customer Service, Due Diligence, Entrepreneurship, Executive Management, Financial Analysis, Financial Modeling, Human Resources, Leadership, Market Research, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Product Development, Project Management, Research, Risk Management, Team Leadership, Project Planning, Public Relations, Public Speaking, Start-ups, Strategic Planning, Strategic Partnerships, Healthy Lifestyles, Nutraceuticals, Employee Wellness..., Fitness Industry, Press Releases, SEC filings, Technology Integration, Technology Solution..., Microsoft Office
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
CFO Consulting Services (Sole Proprietorship) January 2015 - Present
Kalytera Therapeutics, Inc March 2015 - Present
Intelligent Living Inc. November 2013 - November 2014
Intelligent Living, Inc. August 2013 - November 2013
FEEL GOLF CO., INC. April 2013 - August 2013
FEEL GOLF CO., INC. February 2013 - April 2013
Intelligent Living Inc. November 2012 - December 2012
Independent Contractor and Consultant 2005 - 2011
Morgan Stanley 2003 - 2005
Bear Stearns Securities Corp 2000 - 2002
Skills
Account Management, Banking, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, Change Management, Customer Service, Due Diligence, Entrepreneurship, Executive Management, Financial Analysis, Financial Modeling, Human Resources, Leadership, Market Research, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Product Development, Project Management, Research, Risk Management, Team Leadership, Project Planning, Public Relations, Public Speaking, Start-ups, Strategic Planning, Strategic Partnerships, Healthy Lifestyles, Nutraceuticals, Employee Wellness..., Fitness Industry, Press Releases, SEC filings, Technology Integration, Technology Solution..., Microsoft Office
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Rudy Maldonado's Morgan Stanley Experience March 2006 - March 2007
Job Global Risk Analytics Risk Data Management
Industry Financial Services
Experience
Bank of America April 2010 - Present
Landesbank (LBBW) April 2008 - November 2009
Credit Suisse April 2007 - November 2007
Morgan Stanley March 2006 - March 2007
Lehman Brothers January 2005 - February 2006
Westpac 1989 - 1995
Skills
Credit Derivatives, Interest Rate Hedging, Operations Management, Trading Systems, Capital Markets, Project Management, Middle Office, Business Analysis, Business Requirements, UAT coordination, General Ledger, Fixed Income, Credit Risk, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Bank of America April 2010 - Present
Landesbank (LBBW) April 2008 - November 2009
Credit Suisse April 2007 - November 2007
Morgan Stanley March 2006 - March 2007
Lehman Brothers January 2005 - February 2006
Westpac 1989 - 1995
Skills
Credit Derivatives, Interest Rate Hedging, Operations Management, Trading Systems, Capital Markets, Project Management, Middle Office, Business Analysis, Business Requirements, UAT coordination, General Ledger, Fixed Income, Credit Risk, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Roland Aviles's Morgan Stanley Experience May 2014 - Present
Job Regulatory Operations
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Nomura Securities International February 2010 - May 2014
Royal Bank of Scotland (formerly ABN AMRO) July 2007 - October 2009
Merrill Lynch May 2005 - July 2007
Morgan Stanley March 2004 - April 2005
Skills
Derivatives, Equities, Equity Trading, Trading, Settlement, Financial Risk, Middle Office, Fixed Income, Swaps, Bloomberg, Equity Derivatives, Structured Products, Hedge Funds, Capital Markets, Securities, Investments, Risk Management, Bonds, Options, Prime Brokerage, Investment Banking
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Science, Marketing / Advertising and Promotion
Morgan Stanley May 2014 - Present
Nomura Securities International February 2010 - May 2014
Royal Bank of Scotland (formerly ABN AMRO) July 2007 - October 2009
Merrill Lynch May 2005 - July 2007
Morgan Stanley March 2004 - April 2005
Skills
Derivatives, Equities, Equity Trading, Trading, Settlement, Financial Risk, Middle Office, Fixed Income, Swaps, Bloomberg, Equity Derivatives, Structured Products, Hedge Funds, Capital Markets, Securities, Investments, Risk Management, Bonds, Options, Prime Brokerage, Investment Banking
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Science, Marketing / Advertising and Promotion
Denise Garrett's Morgan Stanley Experience 2002 - 2012
Job Executive Director at Morgan Stanley & Co.
Industry Investment Banking
Experience
Morgan Stanley & Co. July 2002 - Present
Morgan Stanley 2002 - 2012
American Stock Exchange August 1999 - July 2002
Skills
Equities, Investment Banking, Series 7, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Fixed Income, Dodd-Frank, Public Speaking, Series 55, Trade Reporting
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Siena College 1995 — 1999
Bachelor of Science (BSc), Banking, Corporate, Finance, and Securities Law
Morgan Stanley & Co. July 2002 - Present
Morgan Stanley 2002 - 2012
American Stock Exchange August 1999 - July 2002
Skills
Equities, Investment Banking, Series 7, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Fixed Income, Dodd-Frank, Public Speaking, Series 55, Trade Reporting
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Siena College 1995 — 1999
Bachelor of Science (BSc), Banking, Corporate, Finance, and Securities Law
Joseph Burga's Morgan Stanley Experience Vice PresidentKidder Peabody1989 - 1994
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Vice PresidentKidder Peabody1989 - 1994
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Finance
Morgan Stanley Vice PresidentKidder Peabody1989 - 1994
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Finance
Todd McElduff's Morgan Stanley Experience August 2007 - Present
Job Executive Director at Morgan Stanley Head of Wealth Management AML Investigations
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
New York Stock Exchange Regulation, Inc. October 2005 - May 2007
Smith Barney, Inc August 2000 - October 2005
Spear Leeds & Kellogg Specialist, LLC May 1999 - August 2000
Skills
Series 7 General..., Series 3 ..., Series 63 Uniform...
Education
Pace University School of Law 2009 — 2013
Juris Doctor Program, Law
University of North Carolina at Chapel Hill 1996 — 1999
B.A., Political Science and Government
Morgan Stanley August 2007 - Present
New York Stock Exchange Regulation, Inc. October 2005 - May 2007
Smith Barney, Inc August 2000 - October 2005
Spear Leeds & Kellogg Specialist, LLC May 1999 - August 2000
Skills
Series 7 General..., Series 3 ..., Series 63 Uniform...
Education
Pace University School of Law 2009 — 2013
Juris Doctor Program, Law
University of North Carolina at Chapel Hill 1996 — 1999
B.A., Political Science and Government
Lucy Khayut's Morgan Stanley Experience January 2004 - January 2005
Job Local Currency Trading at Bank of America
Industry Financial Services
Experience
Bank of America Merill Lynch February 2010 - Present
Merrill Lynch February 2005 - February 2010
Morgan Stanley January 2004 - January 2005
Skills
Derivatives, FX, Fixed Income, Bloomberg, Capital Markets, Interest Rate..., Credit Derivatives, Middle Office, Structured Products, Options, Emerging Markets, Rates, Settlement, Operational Risk, Trading Systems, Securities, FX Options, Market Risk, Bonds, Prime Brokerage, Swaps, Financial Markets, Interest Rate Swaps, Foreign Exchange, Product Control
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Dual Major in Finance & Management Science, Minor in Mathematics
Bank of America Merill Lynch February 2010 - Present
Merrill Lynch February 2005 - February 2010
Morgan Stanley January 2004 - January 2005
Skills
Derivatives, FX, Fixed Income, Bloomberg, Capital Markets, Interest Rate..., Credit Derivatives, Middle Office, Structured Products, Options, Emerging Markets, Rates, Settlement, Operational Risk, Trading Systems, Securities, FX Options, Market Risk, Bonds, Prime Brokerage, Swaps, Financial Markets, Interest Rate Swaps, Foreign Exchange, Product Control
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Dual Major in Finance & Management Science, Minor in Mathematics
Christopher Scolaro's Morgan Stanley Experience December 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
UBS AG March 2012 - December 2014
UBS AG January 2009 - March 2012
UBS AG November 2005 - December 2008
Opteum Financial Services August 2001 - November 2005
Mortgage Systems International LLC January 2001 - August 2001
Mortgage.Com, Inc. April 1995 - December 2000
Globe Mortgage America 1994 - 1995
Skills
Securities Regulation, Securities, AML, Securitization, Structured Finance, Capital Markets, Due Diligence, Mortgage Lending, Mortgage Banking, Fixed Income, Underwriting, Loans, Credit, Banking, Loan Origination, Investments, Loan Servicing, Investment Banking, Financial Structuring, Credit Risk, Hedge Funds, Corporate Governance, Corporate Law, Residential Mortgages, Asset Management, Financial Services, Private Equity, Derivatives, Banking Law, Equities, FINRA, Series 7, Dodd-Frank, Financial Institutions, Financial Regulation, Funding
Education
Pace University School of Law 1991 — 1995
JD, Law
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Morgan Stanley December 2014 - Present
UBS AG March 2012 - December 2014
UBS AG January 2009 - March 2012
UBS AG November 2005 - December 2008
Opteum Financial Services August 2001 - November 2005
Mortgage Systems International LLC January 2001 - August 2001
Mortgage.Com, Inc. April 1995 - December 2000
Globe Mortgage America 1994 - 1995
Skills
Securities Regulation, Securities, AML, Securitization, Structured Finance, Capital Markets, Due Diligence, Mortgage Lending, Mortgage Banking, Fixed Income, Underwriting, Loans, Credit, Banking, Loan Origination, Investments, Loan Servicing, Investment Banking, Financial Structuring, Credit Risk, Hedge Funds, Corporate Governance, Corporate Law, Residential Mortgages, Asset Management, Financial Services, Private Equity, Derivatives, Banking Law, Equities, FINRA, Series 7, Dodd-Frank, Financial Institutions, Financial Regulation, Funding
Education
Pace University School of Law 1991 — 1995
JD, Law
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Ed Butler's Morgan Stanley Experience July 2014 - Present
Job Prime Brokerage Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - July 2014
Morgan Stanley March 2013 - June 2013
Bank of America Merrill Lynch March 2006 - July 2012
Merrill Lynch May 1999 - March 2006
LTCB TRUST COMPANY January 1994 - May 1999
Skills
Corporate Actions, Equities, Bonds, Banking, Fixed Income, Account Reconciliation, DTC, Financial Analysis, Finance, Bloomberg Terminal, CDS, Data Analysis, Asset Management, Prime Brokerage, Client Liaison, Microsoft Word, Microsoft Excel, Risk Management, Corporates, Asset Managment, Account Management, Bookkeeping, Brokerage, Customer Satisfaction, Risk Assessment, Risk Analysis, Key Performance..., Operational Risk, SAS70, SSAE 16, Sarbanes-Oxley, Securities, Financial Risk, Back Office
Education
Pace University - Lubin School of Business 1997 — 2002
MBA, Financial Management
The Catholic University of America 1989 — 1993
Bachelor of Arts, Financial Management
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - July 2014
Morgan Stanley March 2013 - June 2013
Bank of America Merrill Lynch March 2006 - July 2012
Merrill Lynch May 1999 - March 2006
LTCB TRUST COMPANY January 1994 - May 1999
Skills
Corporate Actions, Equities, Bonds, Banking, Fixed Income, Account Reconciliation, DTC, Financial Analysis, Finance, Bloomberg Terminal, CDS, Data Analysis, Asset Management, Prime Brokerage, Client Liaison, Microsoft Word, Microsoft Excel, Risk Management, Corporates, Asset Managment, Account Management, Bookkeeping, Brokerage, Customer Satisfaction, Risk Assessment, Risk Analysis, Key Performance..., Operational Risk, SAS70, SSAE 16, Sarbanes-Oxley, Securities, Financial Risk, Back Office
Education
Pace University - Lubin School of Business 1997 — 2002
MBA, Financial Management
The Catholic University of America 1989 — 1993
Bachelor of Arts, Financial Management
Ray Jahaly's Morgan Stanley Experience 1999 - 2003
Job
Industry Financial Services
Experience
NewOak Capital LLC December 2011 - Present
BrookView Capital, LLC October 2009 - November 2011
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2007
Zinc Capital Management 2004 - 2005
Lehman Brothers 2003 - 2004
Morgan Stanley 1999 - 2003
Price Waterhouse 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Prime Brokerage, Capital Markets, Portfolio Management, Private Equity, Investments, Series 7, Bloomberg, Investment Strategies
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
NewOak Capital LLC December 2011 - Present
BrookView Capital, LLC October 2009 - November 2011
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2007
Zinc Capital Management 2004 - 2005
Lehman Brothers 2003 - 2004
Morgan Stanley 1999 - 2003
Price Waterhouse 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Prime Brokerage, Capital Markets, Portfolio Management, Private Equity, Investments, Series 7, Bloomberg, Investment Strategies
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
Joseph Battiato's Morgan Stanley Experience January 1989 - February 1990
Job Owner, GCA Trading LLC
Industry Financial Services
Experience
GCA Trading LLC June 2012 - Present
Riverside Corporate Services September 2008 - June 2012
Ellington Management Group September 2000 - September 2008
Riverside Corporate Services September 1997 - August 2000
Aegis Consumer Funding Group June 1992 - September 1997
Aegis Finance March 1990 - June 1992
Morgan Stanley January 1989 - February 1990
Donaldson, Lufkin & Jenrette February 1986 - January 1989
Goldman Sachs September 1973 - February 1986
Skills
Strategic Planning, Start-ups, Microsoft Office, Mergers & Acquisitions, New Business Development, Business Development, Business Strategy, Business Planning, Contract Negotiation, Due Diligence, Entrepreneurship, Small Business, Investments, Executive Management, Real Estate, Management, Team Building, Customer Service, Marketing Strategy, Portfolio Management
Education
Pace University - Lubin School of Business 1982 — 1984
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
GCA Trading LLC June 2012 - Present
Riverside Corporate Services September 2008 - June 2012
Ellington Management Group September 2000 - September 2008
Riverside Corporate Services September 1997 - August 2000
Aegis Consumer Funding Group June 1992 - September 1997
Aegis Finance March 1990 - June 1992
Morgan Stanley January 1989 - February 1990
Donaldson, Lufkin & Jenrette February 1986 - January 1989
Goldman Sachs September 1973 - February 1986
Skills
Strategic Planning, Start-ups, Microsoft Office, Mergers & Acquisitions, New Business Development, Business Development, Business Strategy, Business Planning, Contract Negotiation, Due Diligence, Entrepreneurship, Small Business, Investments, Executive Management, Real Estate, Management, Team Building, Customer Service, Marketing Strategy, Portfolio Management
Education
Pace University - Lubin School of Business 1982 — 1984
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Edward Lio's Morgan Stanley Experience 1993 - 1997
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 1997 - Present
Morgan Stanley 1993 - 1997
Education
Pace University - Lubin School of Business 1988 — 1993
Bachelor of Business Administration, Public Accounting
Credit Suisse March 1997 - Present
Morgan Stanley 1993 - 1997
Education
Pace University - Lubin School of Business 1988 — 1993
Bachelor of Business Administration, Public Accounting
Rachel Zeigerman's Morgan Stanley Experience 2005 - 2008
Job Vice President looking for a new job opportunity in financial reporting, accounting
Industry Financial Services
Experience
Looking for new job financial reporting, accounting Vice President Wealth Management Operations - Operations Risk & ControlMORGAN STANLEY2008 - December 2014
MORGAN STANLEY 2005 - 2008
NEW YORK & COMPANY, INC. 2004 - 2005
LOEWS CORPORATION 2004 - 2004
ECKO UNLTD 2003 - 2004
NTL INCORPORATED (VIRGIN MEDIA INC.) 1990 - 2003
Drexel Burnham Lambert 1983 - 1990
Skills
Financial Analysis, Finance, Strategy, Financial Reporting, SEC filings, GAAP, Fixed Income, Capital Markets, Hedge Funds, Series 7, 10-K, 10-Q, Annual..., Monthly Close Process, Budgets, Forecasting, General Ledger, Account Reconciliation, Series 99, SEC Filings
Education
Pace University - Lubin School of Business
BBA/MBA, Accounting
Looking for new job financial reporting, accounting Vice President Wealth Management Operations - Operations Risk & ControlMORGAN STANLEY2008 - December 2014
MORGAN STANLEY 2005 - 2008
NEW YORK & COMPANY, INC. 2004 - 2005
LOEWS CORPORATION 2004 - 2004
ECKO UNLTD 2003 - 2004
NTL INCORPORATED (VIRGIN MEDIA INC.) 1990 - 2003
Drexel Burnham Lambert 1983 - 1990
Skills
Financial Analysis, Finance, Strategy, Financial Reporting, SEC filings, GAAP, Fixed Income, Capital Markets, Hedge Funds, Series 7, 10-K, 10-Q, Annual..., Monthly Close Process, Budgets, Forecasting, General Ledger, Account Reconciliation, Series 99, SEC Filings
Education
Pace University - Lubin School of Business
BBA/MBA, Accounting
Svetlana Sobol's Morgan Stanley Experience October 2013 - Present
Job Prime Brokerage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Moon Capital July 2011 - June 2013
Morgan Stanley August 2007 - June 2011
UBS Financial Services September 2002 - June 2007
Skills
Bloomberg, Equities, Hedge Funds, Trading, Risk Management, Portfolio Management, Financial Risk, Financial Services, Mutual Funds, Accounting, Emerging Markets, Settlement, Management, Hedging, Capital Markets
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor, Business Administration; Finance with a minor in Economics
Don Quixote Spanish Immersion 2005 — 2005
Spanish Language and Literature
Morgan Stanley October 2013 - Present
Moon Capital July 2011 - June 2013
Morgan Stanley August 2007 - June 2011
UBS Financial Services September 2002 - June 2007
Skills
Bloomberg, Equities, Hedge Funds, Trading, Risk Management, Portfolio Management, Financial Risk, Financial Services, Mutual Funds, Accounting, Emerging Markets, Settlement, Management, Hedging, Capital Markets
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor, Business Administration; Finance with a minor in Economics
Don Quixote Spanish Immersion 2005 — 2005
Spanish Language and Literature
Cosmo Frattura's Morgan Stanley Experience January 2010 - Present
Job Executive Directorat Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley March 2004 - Present
Prudential Financial October 1987 - March 2004
Skills
ITIL v3 Foundations..., IT Executive Leadership, IT Project Management, Datacenter Installations, Datacenter..., Datacenter Migrations, Strategic Planning, Budget Management, Metrics Development, Cost Control, Continuous Improvement, Business Continuity, Onshore Team Leadership, Offshore Team Leadership, Mentoring, Coaching, Training & Development, Relationship Building, Vendor Management, Data Center, Management, IT Management, Disaster Recovery, Leadership, IT Strategy, Enterprise Architecture, ITIL, Risk Management
Education
Pace University - Lubin School of Business 1985 — 1991
Bachelor of Business Administration (BBA)
Morgan Stanley January 2010 - Present
Morgan Stanley March 2004 - Present
Prudential Financial October 1987 - March 2004
Skills
ITIL v3 Foundations..., IT Executive Leadership, IT Project Management, Datacenter Installations, Datacenter..., Datacenter Migrations, Strategic Planning, Budget Management, Metrics Development, Cost Control, Continuous Improvement, Business Continuity, Onshore Team Leadership, Offshore Team Leadership, Mentoring, Coaching, Training & Development, Relationship Building, Vendor Management, Data Center, Management, IT Management, Disaster Recovery, Leadership, IT Strategy, Enterprise Architecture, ITIL, Risk Management
Education
Pace University - Lubin School of Business 1985 — 1991
Bachelor of Business Administration (BBA)
yves dominique's Morgan Stanley Experience vpmorgan stanley1986 - Present
Job VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley vpmorgan stanley1986 - Present
Morgan Stanley 1986 - Present
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Business Administration
Morgan Stanley vpmorgan stanley1986 - Present
Morgan Stanley 1986 - Present
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Business Administration
Kristine Johnson-Brizendine's Morgan Stanley Experience April 1982 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 1982 - April 2007
Education
Pace University - Lubin School of Business 1982 — 1989
Finance
Morgan Stanley April 1982 - April 2007
Education
Pace University - Lubin School of Business 1982 — 1989
Finance
Francia Alleyne, CCRP's Morgan Stanley Experience March 2010 - September 2011
Job AVP, Operational Risk Business Analyst at Capital One
Industry Financial Services
Experience
Capital One December 2013 - Present
Goldman Sachs September 2013 - December 2013
Morgan Stanley March 2010 - September 2011
Morgan Stanley December 2008 - March 2010
Morgan Stanley March 2006 - December 2008
Morgan Stanley November 2002 - March 2006
Skills
Microsoft Excel, Bloomberg Terminal, Risk Management, Management, Equities, AML, Operational Risk, Regulatory Reporting, Risk Assessment, New Account Opening, Futures, PowerPoint, Microsoft Word, Hummingbird, Omega, SnagIt, EQS, SharePoint, Settlement, Fixed Income, Process Improvement, Securities, Options, Hedge Funds, FINRA, Capital Markets, Investment Banking, Financial Services, Financial Risk, Derivatives
Education
Global Association of Risk Professionals (GARP)
Certificate, Operational Risk Module of the International Certificate in Banking Risk and Regulation Program
Pace University - Lubin School of Business 2012 — 2012
Certified Compliance and Regulatory Professional
St. Joseph's College 1996 — 2002
B.S, Business Administration, Mathematics, Computer Science
Capital One December 2013 - Present
Goldman Sachs September 2013 - December 2013
Morgan Stanley March 2010 - September 2011
Morgan Stanley December 2008 - March 2010
Morgan Stanley March 2006 - December 2008
Morgan Stanley November 2002 - March 2006
Skills
Microsoft Excel, Bloomberg Terminal, Risk Management, Management, Equities, AML, Operational Risk, Regulatory Reporting, Risk Assessment, New Account Opening, Futures, PowerPoint, Microsoft Word, Hummingbird, Omega, SnagIt, EQS, SharePoint, Settlement, Fixed Income, Process Improvement, Securities, Options, Hedge Funds, FINRA, Capital Markets, Investment Banking, Financial Services, Financial Risk, Derivatives
Education
Global Association of Risk Professionals (GARP)
Certificate, Operational Risk Module of the International Certificate in Banking Risk and Regulation Program
Pace University - Lubin School of Business 2012 — 2012
Certified Compliance and Regulatory Professional
St. Joseph's College 1996 — 2002
B.S, Business Administration, Mathematics, Computer Science
Phillip Demiraj's Morgan Stanley Experience 2005 - 2007
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Banking
Experience
Morgan Stanley Smith Barney Senior ManagerMorgan StanleyApril 2005 - December 2010
Morgan Stanley 2005 - 2007
Education
Pace University - Lubin School of Business
Pace University - Lubin School of Business
BS in Business Administration, Accounting and Business/Management
Morgan Stanley Smith Barney Senior ManagerMorgan StanleyApril 2005 - December 2010
Morgan Stanley 2005 - 2007
Education
Pace University - Lubin School of Business
Pace University - Lubin School of Business
BS in Business Administration, Accounting and Business/Management
Joey Katz's Morgan Stanley Experience September 2004 - March 2005
Job .
Industry Law Practice
Experience
Meagher & Meagher November 2012 - Present
Law Office of Jason B. Kessler P.C. 2012 - November 2012
Law Office of Joseph I. Orlian P.C. May 2012 - June 2012
Westchester County District Attorney's Office September 2009 - May 2010
Westchester County District Attorney September 2009 - January 2010
Pace University School of Law August 2007 - September 2009
Spring 2010 September 2007 - January 2008
Multnomah County District Attorney's Office 2008 - 2008
Multnomah County District Attorney May 2005 - July 2005
Morgan Stanley September 2004 - March 2005
Skills
Legal Writing, Legal Research, Teaching
Education
Pace University School of Law 2007 — 2010
Pace University School of Law
Juris Doctor
University of Washington 2001 — 2005
Business
University of Washington
Bachelor of Arts, Business Finance
Meagher & Meagher November 2012 - Present
Law Office of Jason B. Kessler P.C. 2012 - November 2012
Law Office of Joseph I. Orlian P.C. May 2012 - June 2012
Westchester County District Attorney's Office September 2009 - May 2010
Westchester County District Attorney September 2009 - January 2010
Pace University School of Law August 2007 - September 2009
Spring 2010 September 2007 - January 2008
Multnomah County District Attorney's Office 2008 - 2008
Multnomah County District Attorney May 2005 - July 2005
Morgan Stanley September 2004 - March 2005
Skills
Legal Writing, Legal Research, Teaching
Education
Pace University School of Law 2007 — 2010
Pace University School of Law
Juris Doctor
University of Washington 2001 — 2005
Business
University of Washington
Bachelor of Arts, Business Finance
Mara Steinberg's Morgan Stanley Experience 2000 - 2007
Job Director, Barclays
Industry Financial Services
Experience
Barclays May 2009 - Present
Barclays Capital January 2013 - 2013
Goldman Sachs 2000 - 2007
Morgan Stanley 2000 - 2007
Skills
Fixed Income, Investment Banking, Equities, Trading Systems, Hedge Funds, Electronic Trading, Equity Derivatives, Derivatives, Investments
Education
Pace University - Lubin School of Business 1999 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
University of Hartford 1989 — 1993
Bachelor of Arts (BA), American Government and Politics (United States)
Barclays May 2009 - Present
Barclays Capital January 2013 - 2013
Goldman Sachs 2000 - 2007
Morgan Stanley 2000 - 2007
Skills
Fixed Income, Investment Banking, Equities, Trading Systems, Hedge Funds, Electronic Trading, Equity Derivatives, Derivatives, Investments
Education
Pace University - Lubin School of Business 1999 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
University of Hartford 1989 — 1993
Bachelor of Arts (BA), American Government and Politics (United States)
Vince D'Angelo's Morgan Stanley Experience April 2008 - October 2012
Job Managing Director at AIG
Industry Banking
Experience
AIG November 2012 - Present
Morgan Stanley April 2008 - October 2012
Goldman Sachs 1998 - 2008
Reliance Insurance January 1992 - 1998
Marsh 1987 - 1992
Chubb 1985 - 1987
Skills
Investment Banking, Private Equity, Capital Markets, Risk Management, Fixed Income, Equities, Valuation, Asset Managment, Portfolio Management, Due Diligence, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Financial Risk, Asset Management, Insurance, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business
MBA, Business
Saint Michael's College
BA, Economics
AIG November 2012 - Present
Morgan Stanley April 2008 - October 2012
Goldman Sachs 1998 - 2008
Reliance Insurance January 1992 - 1998
Marsh 1987 - 1992
Chubb 1985 - 1987
Skills
Investment Banking, Private Equity, Capital Markets, Risk Management, Fixed Income, Equities, Valuation, Asset Managment, Portfolio Management, Due Diligence, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Financial Risk, Asset Management, Insurance, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business
MBA, Business
Saint Michael's College
BA, Economics
Paul Ziajski's Morgan Stanley Experience 1994 - 1996
Job Realtor Associate at Keller Williams Realty
Industry Health, Wellness and Fitness
Experience
Keller Williams February 2014 - Present
Distinctive Property Management November 2012 - Present
Lucid Diagnostic Imaging Services, LLC December 2005 - Present
Better Homes Realty NJ February 2013 - February 2014
Knight Capital Group 2002 - 2005
Credit Suisse 1999 - 2002
JP Morgan 1996 - 1999
Morgan Stanley 1994 - 1996
BlackRock 1992 - 1994
Skills
Equities, Real Estate, Property Management, Investment Properties, Diagnostic Ultrasound, Ultrasound, Staffing Services, Temporary Staffing, Drag Racing, Real Estate Transactions, Income Properties, Rental Real Estate, Rental Homes, Rent Collection, Equity Trading, Trading, New Business Development, Entrepreneurship, Fixed Income, Medical Imaging, Trading Systems, Asset Management, Options, Series 7, Electronic Trading, Sales, Rentals, Selling, Marketing
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Management Information Systems
Keller Williams February 2014 - Present
Distinctive Property Management November 2012 - Present
Lucid Diagnostic Imaging Services, LLC December 2005 - Present
Better Homes Realty NJ February 2013 - February 2014
Knight Capital Group 2002 - 2005
Credit Suisse 1999 - 2002
JP Morgan 1996 - 1999
Morgan Stanley 1994 - 1996
BlackRock 1992 - 1994
Skills
Equities, Real Estate, Property Management, Investment Properties, Diagnostic Ultrasound, Ultrasound, Staffing Services, Temporary Staffing, Drag Racing, Real Estate Transactions, Income Properties, Rental Real Estate, Rental Homes, Rent Collection, Equity Trading, Trading, New Business Development, Entrepreneurship, Fixed Income, Medical Imaging, Trading Systems, Asset Management, Options, Series 7, Electronic Trading, Sales, Rentals, Selling, Marketing
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Management Information Systems
Maria Hudon's Morgan Stanley Experience May 2004 - October 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
Morgan Stanley May 2004 - October 2013
Education
Pace University - Lubin School of Business
BNY Mellon October 2013 - Present
Morgan Stanley May 2004 - October 2013
Education
Pace University - Lubin School of Business
Luke Gabay's Morgan Stanley Experience March 2006 - August 2007
Job Senior Investment Analyst at Health Care REIT
Industry Real Estate
Experience
Health Care REIT June 2011 - Present
Unilever August 2007 - August 2009
Morgan Stanley March 2006 - August 2007
Ogilvy & Mather 2004 - 2006
Skills
Financial Modeling, Private Equity, Forecasting, Valuation, Financial Analysis, Mergers & Acquisitions, Equities, Real Estate, Real Estate Economics, Real Estate Financing, Fixed Asset Management, Asset Management, Investments, Due Diligence, Corporate Finance, Management
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA)
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Health Care REIT June 2011 - Present
Unilever August 2007 - August 2009
Morgan Stanley March 2006 - August 2007
Ogilvy & Mather 2004 - 2006
Skills
Financial Modeling, Private Equity, Forecasting, Valuation, Financial Analysis, Mergers & Acquisitions, Equities, Real Estate, Real Estate Economics, Real Estate Financing, Fixed Asset Management, Asset Management, Investments, Due Diligence, Corporate Finance, Management
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA)
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Efrain Cruz's Morgan Stanley Experience February 1985 - Present
Job Owner, Morgan Stanley
Industry Retail
Experience
Morgan Stanley February 1985 - Present
Education
Pace University - Lubin School of Business
Bachelors, Accounting Information System
Morgan Stanley February 1985 - Present
Education
Pace University - Lubin School of Business
Bachelors, Accounting Information System
Tony Consaga's Morgan Stanley Experience February 1993 - August 2006
Job Executive Director, Money Laundering Prevention Officer
Industry Banking
Experience
Morgan Stanley Bank, N.A. May 2010 - Present
Merrill Lynch/Bank of America August 2006 - May 2010
Morgan Stanley February 1993 - August 2006
Skills
Bank Secrecy Act, AML, Compliance, USA PATRIOT Act, KYC, Anti Money Laundering, Operational Risk, Securities, Surveillance, Certified Anti-Money..., FINRA, Financial Services, OFAC, Financial Risk
Education
Pace University - Lubin School of Business 1987 — 1992
BBA, Business Management
Morgan Stanley Bank, N.A. May 2010 - Present
Merrill Lynch/Bank of America August 2006 - May 2010
Morgan Stanley February 1993 - August 2006
Skills
Bank Secrecy Act, AML, Compliance, USA PATRIOT Act, KYC, Anti Money Laundering, Operational Risk, Securities, Surveillance, Certified Anti-Money..., FINRA, Financial Services, OFAC, Financial Risk
Education
Pace University - Lubin School of Business 1987 — 1992
BBA, Business Management
Navita Bhatwa's Morgan Stanley Experience April 2008 - December 2014
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - December 2014
Bear Stearns 2005 - 2008
Skills
Fixed Income, Derivatives, Investment Banking
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Thapar Institute of Engineering and Technology 1992 — 1996
BE, Electronis(Instrumentation)
Morgan Stanley April 2008 - December 2014
Bear Stearns 2005 - 2008
Skills
Fixed Income, Derivatives, Investment Banking
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Thapar Institute of Engineering and Technology 1992 — 1996
BE, Electronis(Instrumentation)
Carolyn Luu's Morgan Stanley Experience 2007 - 2009
Job Tax Professional at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2009 - June 2011
Morgan Stanley 2007 - 2009
Education
Pace University - Lubin School of Business 2005 — 2009
Accounting
Ernst & Young July 2009 - June 2011
Morgan Stanley 2007 - 2009
Education
Pace University - Lubin School of Business 2005 — 2009
Accounting
Stephen Umschweif, CPA's Morgan Stanley Experience July 2013 - Present
Job Tax Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2013 - Present
KPMG LLP July 2011 - July 2013
KPMG LLP December 2009 - June 2011
KPMG LLP January 2009 - May 2009
WPP 2008 - 2009
KPMG LLP June 2008 - August 2008
Skills
Tax, Corporate Tax, Tax Accounting, Tax Research, Due Diligence, US GAAP, Banking, Capital Markets, CPA, Accounting, Internal Controls, GAAP, SEC filings, Sarbanes-Oxley Act, Financial Services
Education
Pace University - Lubin School of Business 2014 — 2016
Master's Degree, Taxation
Pace University - Lubin School of Business 2004 — 2009
BBA/MBA, Accounting
Xavier High School 2000 — 2004
Morgan Stanley July 2013 - Present
KPMG LLP July 2011 - July 2013
KPMG LLP December 2009 - June 2011
KPMG LLP January 2009 - May 2009
WPP 2008 - 2009
KPMG LLP June 2008 - August 2008
Skills
Tax, Corporate Tax, Tax Accounting, Tax Research, Due Diligence, US GAAP, Banking, Capital Markets, CPA, Accounting, Internal Controls, GAAP, SEC filings, Sarbanes-Oxley Act, Financial Services
Education
Pace University - Lubin School of Business 2014 — 2016
Master's Degree, Taxation
Pace University - Lubin School of Business 2004 — 2009
BBA/MBA, Accounting
Xavier High School 2000 — 2004
Dennis Halliwell's Morgan Stanley Experience 2001 - 2006
Job Vice President, Credit Risk Mgmt and Advisory at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2006 - Present
Morgan Stanley 2001 - 2006
Skills
Credit Risk, Derivatives, Fixed Income, Securities, Equities, Capital Markets, Credit, Hedge Funds, Options, Bloomberg, Structured Products, Investment Banking, Credit Derivatives, Bonds, Emerging Markets
Education
Pace University - Lubin School of Business
Master's Degree, Finance and Financial Management Services
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Goldman Sachs January 2006 - Present
Morgan Stanley 2001 - 2006
Skills
Credit Risk, Derivatives, Fixed Income, Securities, Equities, Capital Markets, Credit, Hedge Funds, Options, Bloomberg, Structured Products, Investment Banking, Credit Derivatives, Bonds, Emerging Markets
Education
Pace University - Lubin School of Business
Master's Degree, Finance and Financial Management Services
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Jeffrey Hahn, MBA, CPA's Morgan Stanley Experience April 1992 - August 2009
Job CEO and Partner at FLSV Fund Administration Services LLC
Industry Financial Services
Experience
FLSV Fund Administration Services LLC August 2009 - Present
Morgan Stanley April 1992 - August 2009
PwC 1984 - 1992
Skills
Private Equity, Venture Capital, Alternative Investments, Finance, Hedge Funds, Fund Administration, Accounting, Infrastructure, Valuation, Asset Management, Equities, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Accounting
St. Lawrence University 1975 — 1979
BS, Economics
FLSV Fund Administration Services LLC August 2009 - Present
Morgan Stanley April 1992 - August 2009
PwC 1984 - 1992
Skills
Private Equity, Venture Capital, Alternative Investments, Finance, Hedge Funds, Fund Administration, Accounting, Infrastructure, Valuation, Asset Management, Equities, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Accounting
St. Lawrence University 1975 — 1979
BS, Economics
Ryan Jordan, MBA's Morgan Stanley Experience May 2006 - March 2012
Job Finance Manager at KPMG
Industry Financial Services
Experience
KPMG March 2012 - Present
Morgan Stanley May 2006 - March 2012
M&T Bank May 2004 - May 2006
Skills
Financial Modeling, Equities, Microsoft Excel, Corporate Finance, Financial Reporting, Strategic Financial..., Valuation, Financial Analysis, Portfolio Management, Capital Markets, Managerial Finance, Hedge Funds, Private Equity, Investments, Asset Management, Finance, Financial Planning
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Financial Management
Siena College 2001 — 2004
Bachelors, Business
KPMG March 2012 - Present
Morgan Stanley May 2006 - March 2012
M&T Bank May 2004 - May 2006
Skills
Financial Modeling, Equities, Microsoft Excel, Corporate Finance, Financial Reporting, Strategic Financial..., Valuation, Financial Analysis, Portfolio Management, Capital Markets, Managerial Finance, Hedge Funds, Private Equity, Investments, Asset Management, Finance, Financial Planning
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Financial Management
Siena College 2001 — 2004
Bachelors, Business
Magdalena Domka's Morgan Stanley Experience August 2014 - Present
Job Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - Present
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Skills
Connecticut Public..., Microsoft Word, Excel, PowerPoint, Internet Savvy, Financial Analysis, Investor Relations, Hedge Funds, Microsoft Excel, Fixed Income, Investments, Alternative Investments, Finance, Capital Markets, Equities, Financial Modeling, Bloomberg, Bloomberg Terminal
Education
Quinnipiac University - School of Business 2013 — 2015
MBA, International Business
Pace University - Lubin School of Business
B.B.A, Finance
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - Present
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Skills
Connecticut Public..., Microsoft Word, Excel, PowerPoint, Internet Savvy, Financial Analysis, Investor Relations, Hedge Funds, Microsoft Excel, Fixed Income, Investments, Alternative Investments, Finance, Capital Markets, Equities, Financial Modeling, Bloomberg, Bloomberg Terminal
Education
Quinnipiac University - School of Business 2013 — 2015
MBA, International Business
Pace University - Lubin School of Business
B.B.A, Finance
Jason Doukas, CPA's Morgan Stanley Experience June 2013 - Present
Job Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Ernst & Young September 2011 - May 2013
Nugent & Haeussler, P.C. July 2008 - August 2011
Skills
Accounting, Auditing, CPA, Financial Reporting, GAAP, Internal Controls, Tax
Education
Pace University - Lubin School of Business
Bachelor of Science in Business Administration, Accounting
Morgan Stanley June 2013 - Present
Ernst & Young September 2011 - May 2013
Nugent & Haeussler, P.C. July 2008 - August 2011
Skills
Accounting, Auditing, CPA, Financial Reporting, GAAP, Internal Controls, Tax
Education
Pace University - Lubin School of Business
Bachelor of Science in Business Administration, Accounting
Daniel Nastasi's Morgan Stanley Experience August 2014 - Present
Job AML Analyst at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley August 2014 - Present
World Wrestling Entertainment September 2013 - December 2013
Smith, Buss & Jacobs, LLP July 2013 - August 2013
Ninth Judicial District June 2013 - July 2013
Cushman & Wakefield September 2012 - April 2013
Westchester County, NY District Attorney's Office June 2012 - August 2012
TheLadders October 2010 - September 2011
MKTG INC August 2009 - February 2010
MKTG INC May 2009 - August 2009
Connect 7 October 2008 - April 2009
Skills
Legal Research, Legal Writing, Legal Issues, Account Management, Training, Strategic Planning, Market Research, Social Media, Recruiting, Management, Advertising
Education
Pace University School of Law 2011 — 2014
Juris Doctor
UNIVERSITY OF VERMONT, SCHOOL OF BUSINESS 2004 — 2008
Bachelor of Science, Business Administration
Morgan Stanley August 2014 - Present
World Wrestling Entertainment September 2013 - December 2013
Smith, Buss & Jacobs, LLP July 2013 - August 2013
Ninth Judicial District June 2013 - July 2013
Cushman & Wakefield September 2012 - April 2013
Westchester County, NY District Attorney's Office June 2012 - August 2012
TheLadders October 2010 - September 2011
MKTG INC August 2009 - February 2010
MKTG INC May 2009 - August 2009
Connect 7 October 2008 - April 2009
Skills
Legal Research, Legal Writing, Legal Issues, Account Management, Training, Strategic Planning, Market Research, Social Media, Recruiting, Management, Advertising
Education
Pace University School of Law 2011 — 2014
Juris Doctor
UNIVERSITY OF VERMONT, SCHOOL OF BUSINESS 2004 — 2008
Bachelor of Science, Business Administration
Philip Granucci's Morgan Stanley Experience April 1985 - June 1986
Job Vice President at Royal Bank of Scotland Group
Industry Banking
Experience
Royal Bank of Scotland Group March 1990 - Present
Drexel Burnham Lambert January 1987 - February 1990
Morgan Stanley April 1985 - June 1986
NewYork Life Insurance November 1982 - April 1985
Skills
Financial Services, Program Management, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2000
MS, Accounting
Pace Universty 1978 — 1982
BBA, Marketing
Royal Bank of Scotland Group March 1990 - Present
Drexel Burnham Lambert January 1987 - February 1990
Morgan Stanley April 1985 - June 1986
NewYork Life Insurance November 1982 - April 1985
Skills
Financial Services, Program Management, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2000
MS, Accounting
Pace Universty 1978 — 1982
BBA, Marketing
Lauren Quandt's Morgan Stanley Experience March 2010 - October 2011
Job Fraud Investigation Consultant at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2012 - Present
Morgan Stanley March 2010 - October 2011
Pace University August 2009 - May 2010
ADP April 2008 - May 2009
Skills
Forensic Accounting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Sarbanes-Oxley Act, PowerPoint, Data Analysis, Pivot Tables, Financial Statement..., Auditing, Account Reconciliation, Financial Statements, International Tax, Tax Returns
Education
Pace University - Lubin School of Business
Ernst & Young June 2012 - Present
Morgan Stanley March 2010 - October 2011
Pace University August 2009 - May 2010
ADP April 2008 - May 2009
Skills
Forensic Accounting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Sarbanes-Oxley Act, PowerPoint, Data Analysis, Pivot Tables, Financial Statement..., Auditing, Account Reconciliation, Financial Statements, International Tax, Tax Returns
Education
Pace University - Lubin School of Business
Kevin Gillooly's Morgan Stanley Experience
Job Source Code and Release Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
SDLC, Enterprise Architecture, Scrum, Business Analysis, IT Strategy, Team Building..., Software Project..., Vendor Management, System Deployment, Microsoft SQL Server, IT Management, Integration, SOA, Release Management, Requirements Analysis
Education
Pace University - Lubin School of Business 1977 — 1980
Bachelors, Accounting
Morgan Stanley
Skills
SDLC, Enterprise Architecture, Scrum, Business Analysis, IT Strategy, Team Building..., Software Project..., Vendor Management, System Deployment, Microsoft SQL Server, IT Management, Integration, SOA, Release Management, Requirements Analysis
Education
Pace University - Lubin School of Business 1977 — 1980
Bachelors, Accounting
Sabrina Da Cruz, CPP's Morgan Stanley Experience 1988 - 2002
Job Director of Payroll at MTA Business Service Center
Industry Transportation/Trucking/Railroad
Experience
MTA- Business Service Center January 2014 - Present
Verizon January 2007 - January 2014
Verizon Wireless 2002 - 2007
Morgan Stanley 1988 - 2002
Morgan Stanley March 1988 - March 1992
Prudential Financial December 1980 - March 1988
Skills
Change Management, Project Management, Vendor Management, PeopleSoft, Process Improvement, Bank Reconciliation, Financial Reporting, Strategic Planning, Succession Planning, Public Relations, Customer Service, HRIS Database Management, Payroll Analysis, Executive Pay, Certified Payroll, General Ledger, Accounting, Talent Management, HR Compensation, Money Management, P&L Analysis, HR Policies, Deferred Compensation, Tax Preparation, Month End Close, SEC Financial Reporting, Shared Services, HRIS, Payroll Taxes, Cash Management, Compliance, Management, Payroll, Policy, Team Management, Real Estate, Garnishments, Electronic Payments, Payroll Conversions, Procedure Manuals, International Banking..., Cognos, Financial Analysis, ADP Payroll, Ceridian, Employee Benefits, Employee Relations, Onboarding
Education
Seton Hall University
Certificate of Advanced Study in Accounting - Graduate Program
Pace University - Lubin School of Business
BBA, Accounting & Information Systems
MTA- Business Service Center January 2014 - Present
Verizon January 2007 - January 2014
Verizon Wireless 2002 - 2007
Morgan Stanley 1988 - 2002
Morgan Stanley March 1988 - March 1992
Prudential Financial December 1980 - March 1988
Skills
Change Management, Project Management, Vendor Management, PeopleSoft, Process Improvement, Bank Reconciliation, Financial Reporting, Strategic Planning, Succession Planning, Public Relations, Customer Service, HRIS Database Management, Payroll Analysis, Executive Pay, Certified Payroll, General Ledger, Accounting, Talent Management, HR Compensation, Money Management, P&L Analysis, HR Policies, Deferred Compensation, Tax Preparation, Month End Close, SEC Financial Reporting, Shared Services, HRIS, Payroll Taxes, Cash Management, Compliance, Management, Payroll, Policy, Team Management, Real Estate, Garnishments, Electronic Payments, Payroll Conversions, Procedure Manuals, International Banking..., Cognos, Financial Analysis, ADP Payroll, Ceridian, Employee Benefits, Employee Relations, Onboarding
Education
Seton Hall University
Certificate of Advanced Study in Accounting - Graduate Program
Pace University - Lubin School of Business
BBA, Accounting & Information Systems
Christine Smyth's Morgan Stanley Experience August 2007 - Present
Job Client Service Manager VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
WestLB 1997 - 2004
Sakura Global Capital March 1992 - August 1997
Skills
Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Training
Education
Pace University - Lubin School of Business
Accounting and Finance
Morgan Stanley August 2007 - Present
WestLB 1997 - 2004
Sakura Global Capital March 1992 - August 1997
Skills
Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Training
Education
Pace University - Lubin School of Business
Accounting and Finance
Claudia Zou's Morgan Stanley Experience March 2011 - Present
Job at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2011 - Present
Deutsche Bank November 1998 - June 2010
Skills
Capital Markets, Data Migration, Investment Banking, Fixed Income
Education
Pace University - Lubin School of Business
MBA, Finance
Peking University
BA, German Language and Literature
Morgan Stanley March 2011 - Present
Deutsche Bank November 1998 - June 2010
Skills
Capital Markets, Data Migration, Investment Banking, Fixed Income
Education
Pace University - Lubin School of Business
MBA, Finance
Peking University
BA, German Language and Literature
Venkat Srinivas, MBA's Morgan Stanley Experience June 2004 - January 2006
Job Finance Colgate Palmolive Company
Industry Consumer Goods
Experience
Colgate Palmolive June 2013 - Present
Colgate Palmolive June 2012 - May 2013
Vastardis Capital Services January 2006 - August 2010
Morgan Stanley June 2004 - January 2006
Bank of America/Merrill Lynch November 2003 - June 2004
Skills
Bloomberg, Financial Modeling, Valuation, Financial Reporting, Cash Management, Excel, Accounting, Reconciliations, Microsoft Office, Hedge Funds, Access, Reconciliation, Spreadsheets, General Ledger, Bloomberg Terminal, Financial Accounting, PowerPoint, Audit, Forecasting, Word
Education
Pace University - Lubin School of Business 2010 — 2012
Master of Business Administration
Investment Banking Institute 2011 — 2011
Rutgers University-New Brunswick 1998 — 2002
Bachelor of Arts
John P. Stevens High School 1995 — 1998
Colgate Palmolive June 2013 - Present
Colgate Palmolive June 2012 - May 2013
Vastardis Capital Services January 2006 - August 2010
Morgan Stanley June 2004 - January 2006
Bank of America/Merrill Lynch November 2003 - June 2004
Skills
Bloomberg, Financial Modeling, Valuation, Financial Reporting, Cash Management, Excel, Accounting, Reconciliations, Microsoft Office, Hedge Funds, Access, Reconciliation, Spreadsheets, General Ledger, Bloomberg Terminal, Financial Accounting, PowerPoint, Audit, Forecasting, Word
Education
Pace University - Lubin School of Business 2010 — 2012
Master of Business Administration
Investment Banking Institute 2011 — 2011
Rutgers University-New Brunswick 1998 — 2002
Bachelor of Arts
John P. Stevens High School 1995 — 1998
Francesco Spatola's Morgan Stanley Experience December 2009 - December 2012
Job Associate Director Hedge Funds Credit Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank July 2014 - Present
Standard Chartered Bank January 2013 - July 2014
Morgan Stanley December 2009 - December 2012
Barclays Capital Inc September 2008 - December 2009
Lehman Brothers Inc May 2008 - September 2008
Deloitte & Touche LLP February 2007 - February 2008
Skills
Structured Products, Securitization, Credit Derivatives, Fixed Income, Derivatives, ISDA, Swaps, Securities, Prime Brokerage, Portfolio Management, Investment Banking, Hedge Funds, Finance
Education
Pace University - Lubin School of Business 2002 — 2007
B.B.A., Finance, Market, Economics
Rutgers Graduate Business School
Rutgers Graduate Business School
Standard Chartered Bank July 2014 - Present
Standard Chartered Bank January 2013 - July 2014
Morgan Stanley December 2009 - December 2012
Barclays Capital Inc September 2008 - December 2009
Lehman Brothers Inc May 2008 - September 2008
Deloitte & Touche LLP February 2007 - February 2008
Skills
Structured Products, Securitization, Credit Derivatives, Fixed Income, Derivatives, ISDA, Swaps, Securities, Prime Brokerage, Portfolio Management, Investment Banking, Hedge Funds, Finance
Education
Pace University - Lubin School of Business 2002 — 2007
B.B.A., Finance, Market, Economics
Rutgers Graduate Business School
Rutgers Graduate Business School
Natasha Acevedo's Morgan Stanley Experience August 2009 - June 2011
Job CIB Balance Sheet Controller at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - June 2012
Morgan Stanley August 2009 - June 2011
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor's degree, Accounting
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - June 2012
Morgan Stanley August 2009 - June 2011
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor's degree, Accounting
Janet Paik's Morgan Stanley Experience May 1994 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 1994 - Present
KPMG US September 1987 - May 1994
Skills
Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Financial Modeling, Investments, Financial Reporting, Mutual Funds, Investment Advisory, Fund Of Funds, Sarbanes-Oxley Act, Liquidity, Mutual funds - Equity..., Planning and analysis, Auditing, CPA
Education
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting
Morgan Stanley May 1994 - Present
KPMG US September 1987 - May 1994
Skills
Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Financial Modeling, Investments, Financial Reporting, Mutual Funds, Investment Advisory, Fund Of Funds, Sarbanes-Oxley Act, Liquidity, Mutual funds - Equity..., Planning and analysis, Auditing, CPA
Education
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting
Stacy Fletcher's Morgan Stanley Experience December 2007 - April 2008
Job
Industry Law Practice
Experience
Shearman & Sterling LLP April 2014 - Present
Shearman & Sterling LLP April 2012 - April 2014
Shearman & Sterling LLP April 2008 - April 2012
Morgan Stanley December 2007 - April 2008
Morgan Stanley June 2005 - December 2007
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Fixed Income, Financial Reporting, Competitive Analysis, Cross-functional Team..., Due Diligence, Analysis, Project Management
Education
Pace University - Lubin School of Business
Master of science, Finance, 4.0
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Business Economics, Magna Cum Laude
Shearman & Sterling LLP April 2014 - Present
Shearman & Sterling LLP April 2012 - April 2014
Shearman & Sterling LLP April 2008 - April 2012
Morgan Stanley December 2007 - April 2008
Morgan Stanley June 2005 - December 2007
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Fixed Income, Financial Reporting, Competitive Analysis, Cross-functional Team..., Due Diligence, Analysis, Project Management
Education
Pace University - Lubin School of Business
Master of science, Finance, 4.0
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Business Economics, Magna Cum Laude
Sonika Chhabra-Kashyap's Morgan Stanley Experience November 2009 - September 2011
Job at
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
Morgan Stanley November 2009 - September 2011
Ernst & Young September 2006 - November 2009
Skills
Financial Reporting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, External Audit, SEC filings, Financial Statements, Auditing, Finance, Internal Controls, Risk Management, SEC Filings
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Public Accounting
JPMorgan Chase September 2011 - Present
Morgan Stanley November 2009 - September 2011
Ernst & Young September 2006 - November 2009
Skills
Financial Reporting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, External Audit, SEC filings, Financial Statements, Auditing, Finance, Internal Controls, Risk Management, SEC Filings
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Public Accounting
Sharon Loguercio's Morgan Stanley Experience April 1988 - July 2001
Job Independent Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley April 1988 - July 2001
Education
Pace University - Lubin School of Business
BBA, Finance
Morgan Stanley April 1988 - July 2001
Education
Pace University - Lubin School of Business
BBA, Finance
Marcy Winslow's Morgan Stanley Experience August 2010 - Present
Job Executive Assistant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2010 - Present
Cravath, Swaine & Moore LLP October 1988 - August 2010
Trammell Crow Residential October 1983 - June 1988
Skills
Computer Literate, Organizational..., Reliability
Education
Pace University-New York 1978 — 1981
BS, Business Education
St. Joseph's College (NY) 1976 — 1978
No Degree
Morgan Stanley August 2010 - Present
Cravath, Swaine & Moore LLP October 1988 - August 2010
Trammell Crow Residential October 1983 - June 1988
Skills
Computer Literate, Organizational..., Reliability
Education
Pace University-New York 1978 — 1981
BS, Business Education
St. Joseph's College (NY) 1976 — 1978
No Degree
Dmitry Khenkin's Morgan Stanley Experience 2004 - 2011
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays February 2012 - Present
Morgan Stanley 2004 - 2011
Skills
Equity Derivatives, Derivatives, Risk Management, Financial Services, Equities
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA)
Barclays February 2012 - Present
Morgan Stanley 2004 - 2011
Skills
Equity Derivatives, Derivatives, Risk Management, Financial Services, Equities
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA)
Joe Komyati's Morgan Stanley Experience October 1996 - April 2012
Job Consultant at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC October 2012 - Present
Morgan Stanley October 1996 - April 2012
Mabon Securities January 1991 - October 1996
Merrill Lynch June 1980 - August 1990
Skills
3Rs Accountability, Quality Assurance, People Management, Risk Management, Business Process..., Change Management, Process Improvement, Business Analysis, Analysis, Project Management, Program Management, Vendor Management, Cross-functional Team..., Team Leadership, Operations Management, Project Planning, Financial Analysis, Product Development, Managerial Finance, Management, Equities, Capital Markets, Accounting, Investment Banking, Fixed Income, Derivatives, Financial Reporting, Auditing, Internal Audit, Internal Controls, Financial Risk
Education
Bauch College
BBA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Bates Group LLC October 2012 - Present
Morgan Stanley October 1996 - April 2012
Mabon Securities January 1991 - October 1996
Merrill Lynch June 1980 - August 1990
Skills
3Rs Accountability, Quality Assurance, People Management, Risk Management, Business Process..., Change Management, Process Improvement, Business Analysis, Analysis, Project Management, Program Management, Vendor Management, Cross-functional Team..., Team Leadership, Operations Management, Project Planning, Financial Analysis, Product Development, Managerial Finance, Management, Equities, Capital Markets, Accounting, Investment Banking, Fixed Income, Derivatives, Financial Reporting, Auditing, Internal Audit, Internal Controls, Financial Risk
Education
Bauch College
BBA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Dave Sorichetti's Morgan Stanley Experience 2000 - 2003
Job Controller at Universal Builders Supply, Inc.
Industry Accounting
Experience
Universal Builders Supply, Inc. April 2012 - Present
BDO USA, LLP 2006 - April 2012
Alliance Capital Management 2003 - 2006
Morgan Stanley 2000 - 2003
BDO USA, LLP 1998 - 2000
Bregman & Company, P.C. 1997 - 1998
Cappelli Enterprises 1995 - 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, US GAAP, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Consolidation, Auditing, Due Diligence, Tax, Corporate Finance, Financial Audits, Revenue Recognition, Assurance, External Audit
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
Universal Builders Supply, Inc. April 2012 - Present
BDO USA, LLP 2006 - April 2012
Alliance Capital Management 2003 - 2006
Morgan Stanley 2000 - 2003
BDO USA, LLP 1998 - 2000
Bregman & Company, P.C. 1997 - 1998
Cappelli Enterprises 1995 - 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, US GAAP, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Consolidation, Auditing, Due Diligence, Tax, Corporate Finance, Financial Audits, Revenue Recognition, Assurance, External Audit
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
Ramona Singh's Morgan Stanley Experience
Job Research Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Bloomberg, Financial Modeling, Data Analysis, Valuation, Equities, Fixed Income, Economics, Derivatives, Equity Research, R, Statistics, Capital Markets, Quantitative Finance
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and International Business
Morgan Stanley
Skills
Bloomberg, Financial Modeling, Data Analysis, Valuation, Equities, Fixed Income, Economics, Derivatives, Equity Research, R, Statistics, Capital Markets, Quantitative Finance
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and International Business
Russell Carkhuff's Morgan Stanley Experience December 2007 - March 2013
Job Executive Director at Frankel, Loughran, Starr & Vallone LLP
Industry Accounting
Experience
Frankel, Loughran, Starr & Vallone LLP March 2013 - Present
Morgan Stanley December 2007 - March 2013
Skills
CPA, Private Equity, Infrastructure Funds
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Frankel, Loughran, Starr & Vallone LLP March 2013 - Present
Morgan Stanley December 2007 - March 2013
Skills
CPA, Private Equity, Infrastructure Funds
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Edward Lio's Morgan Stanley Experience May 1993 - March 1997
Job SVP, Head of Business Audit
Industry Investment Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation April 2014 - Present
RBS Markets and International Banking June 2011 - May 2014
Credit Suisse March 1997 - June 2011
Morgan Stanley May 1993 - March 1997
Skills
Certified Public..., Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Financial Risk, Financial Reporting, Investment Banking, Derivatives, Equities, Hedge Funds, Banking, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Public Accountancy
Mitsubishi UFJ Trust & Banking Corporation April 2014 - Present
RBS Markets and International Banking June 2011 - May 2014
Credit Suisse March 1997 - June 2011
Morgan Stanley May 1993 - March 1997
Skills
Certified Public..., Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Financial Risk, Financial Reporting, Investment Banking, Derivatives, Equities, Hedge Funds, Banking, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Public Accountancy
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS