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
Josh Bronstein, CFA Josh Bronstein, CFA's Morgan Stanley Experience April 2010 - April 2013
Job
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
MBA Candidate, Class of 2015 July 2013 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
Rainin Group October 2013 - April 2014
Thayer Street Partners April 2013 - June 2013
Morgan Stanley April 2010 - April 2013
PNC Capital Markets LLC February 2009 - January 2010
Moody's Investors Service May 2006 - February 2009
Skills
Credit Risk, Securitization, Fixed Income, Pensions, Alternative Investments, Endowments, Portfolio Management, Municipal Securities, Private Equity, Venture Capital, Investments, Risk Management, Structured Finance, Credit Analysis, Credit, Asset Management, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business
MBA
Penn State University 2002 — 2006
Bachelor of Science (B.S.)
Univesrity of Pompeu Fabra 2005 — 2005
Study Abroad in Barcelona, Spain
J.P. Morgan Asset Management July 2015 - Present
MBA Candidate, Class of 2015 July 2013 - June 2015
J.P. Morgan Asset Management June 2014 - August 2014
Rainin Group October 2013 - April 2014
Thayer Street Partners April 2013 - June 2013
Morgan Stanley April 2010 - April 2013
PNC Capital Markets LLC February 2009 - January 2010
Moody's Investors Service May 2006 - February 2009
Skills
Credit Risk, Securitization, Fixed Income, Pensions, Alternative Investments, Endowments, Portfolio Management, Municipal Securities, Private Equity, Venture Capital, Investments, Risk Management, Structured Finance, Credit Analysis, Credit, Asset Management, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business
MBA
Penn State University 2002 — 2006
Bachelor of Science (B.S.)
Univesrity of Pompeu Fabra 2005 — 2005
Study Abroad in Barcelona, Spain
Matthew Gerson Matthew Gerson's Morgan Stanley Experience October 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch October 2012 - October 2014
Bank of America Merrill Lynch January 2011 - October 2012
Bank of America Merrill Lynch January 2009 - December 2010
Merrill Lynch March 2008 - December 2008
Merrill Lynch January 2006 - December 2008
Bear Stearns June 2004 - August 2004
Skills
Derivatives, Fixed Income, Interest Rate..., Options, Trading, Financial Modeling, Equity Derivatives, Strategy, Hedge Funds, Structured Products, Currency, Rates, Banking, Bloomberg, Equities, Swaps, Finance, Capital Markets
Education
Penn State University 2002 — 2005
B.S., Economics with Honors and Distinction
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch October 2012 - October 2014
Bank of America Merrill Lynch January 2011 - October 2012
Bank of America Merrill Lynch January 2009 - December 2010
Merrill Lynch March 2008 - December 2008
Merrill Lynch January 2006 - December 2008
Bear Stearns June 2004 - August 2004
Skills
Derivatives, Fixed Income, Interest Rate..., Options, Trading, Financial Modeling, Equity Derivatives, Strategy, Hedge Funds, Structured Products, Currency, Rates, Banking, Bloomberg, Equities, Swaps, Finance, Capital Markets
Education
Penn State University 2002 — 2005
B.S., Economics with Honors and Distinction
Mark Marich Mark Marich's Morgan Stanley Experience May 2015 - June 2015
Job Sales & Trading Summer Analyst at ING
Industry Investment Banking
Experience
ING June 2015 - August 2015
Morgan Stanley May 2015 - June 2015
Otkritie Securities Ltd June 2014 - August 2014
Elevel LLC May 2013 - August 2013
The Federal Financial Markets Service (FFMS) June 2012 - August 2012
Skills
Stock Exchange, Economics, Sales Management, Business Strategy, Sales, Trading, Equity Trading, Hedge Funds, Proprietary Trading, FX Trading, Client Relations, Broker-Dealer, Stock Option, Bloomberg Terminal, Investment Banking, Microsoft Excel
Education
Penn State University 2013 — 2017
Bachelor's Degree, Economics
293 High School of Moscow 2002 — 2013
High School, Finance, General
1518
ING June 2015 - August 2015
Morgan Stanley May 2015 - June 2015
Otkritie Securities Ltd June 2014 - August 2014
Elevel LLC May 2013 - August 2013
The Federal Financial Markets Service (FFMS) June 2012 - August 2012
Skills
Stock Exchange, Economics, Sales Management, Business Strategy, Sales, Trading, Equity Trading, Hedge Funds, Proprietary Trading, FX Trading, Client Relations, Broker-Dealer, Stock Option, Bloomberg Terminal, Investment Banking, Microsoft Excel
Education
Penn State University 2013 — 2017
Bachelor's Degree, Economics
293 High School of Moscow 2002 — 2013
High School, Finance, General
1518
Dan Rost Dan Rost's Morgan Stanley Experience May 2011 - August 2011
Job Advisory Staff Consultant at EY
Industry Accounting
Experience
EY June 2015 - Present
Deloitte June 2014 - August 2014
Alcoa May 2013 - August 2013
HJ Heinz June 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Six Sigma, Economics, Leadership, Personal Finance, Public Speaking, Finance, Accounting, Risk Management, Financial Analysis, PowerPoint, Competitive Analysis, Financial Reporting, Analysis, Teamwork, Social Media, Business Strategy, Financial Modeling, Analytics, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Penn State University 2010 — 2014
Master's degree, Accounting
EY June 2015 - Present
Deloitte June 2014 - August 2014
Alcoa May 2013 - August 2013
HJ Heinz June 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Six Sigma, Economics, Leadership, Personal Finance, Public Speaking, Finance, Accounting, Risk Management, Financial Analysis, PowerPoint, Competitive Analysis, Financial Reporting, Analysis, Teamwork, Social Media, Business Strategy, Financial Modeling, Analytics, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Penn State University 2010 — 2014
Master's degree, Accounting
Lauren (Farrell) Van Housen Lauren (Farrell) Van Housen's Morgan Stanley Experience June 2014 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Redburn Partners March 2011 - Present
The GMS Group November 2007 - March 2011
Ramada November 2005 - July 2007
Skills
Microsoft Office, Series 7, Series 63, Heavy Calendaring, Travel Management, Microsoft CRM, Office Administration, Customer Service, Investments, Administrative..., Corporate Finance, Spreadsheets, Human Resources, Equity Research, Microsoft Excel, Sales, Securities, Sales Operations, CRM, Event Management, Event Planning, Microsoft Word, PowerPoint, Public Relations, Strategic Planning, Finance, Financial Analysis, Social Media, Marketing
Education
Penn State University
Business, Finance
Morgan Stanley June 2014 - Present
Redburn Partners March 2011 - Present
The GMS Group November 2007 - March 2011
Ramada November 2005 - July 2007
Skills
Microsoft Office, Series 7, Series 63, Heavy Calendaring, Travel Management, Microsoft CRM, Office Administration, Customer Service, Investments, Administrative..., Corporate Finance, Spreadsheets, Human Resources, Equity Research, Microsoft Excel, Sales, Securities, Sales Operations, CRM, Event Management, Event Planning, Microsoft Word, PowerPoint, Public Relations, Strategic Planning, Finance, Financial Analysis, Social Media, Marketing
Education
Penn State University
Business, Finance
Franklin Keller Franklin Keller's Morgan Stanley Experience September 2013 - Present
Job TMT Analyst at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. May 2014 - Present
Morgan Stanley September 2013 - Present
Barclays July 2008 - August 2013
Morgan Stanley 2013 - 2013
Lehman Brothers 2007 - 2008
Skills
Series 7, Series 63, Series 86, Series 87, Valuation, Portfolio Management, Financial Modeling
Education
Penn State University 2004 — 2008
B.Sc. (Hons), Finance, Classics & Ancient Mediterranean Studies
Riverside High School
Balyasny Asset Management L.P. May 2014 - Present
Morgan Stanley September 2013 - Present
Barclays July 2008 - August 2013
Morgan Stanley 2013 - 2013
Lehman Brothers 2007 - 2008
Skills
Series 7, Series 63, Series 86, Series 87, Valuation, Portfolio Management, Financial Modeling
Education
Penn State University 2004 — 2008
B.Sc. (Hons), Finance, Classics & Ancient Mediterranean Studies
Riverside High School
Debra Friedman Debra Friedman's Morgan Stanley Experience June 2005 - August 2005
Job Manager of Planning at Rent The Runway
Industry Retail
Experience
Rent The Runway March 2015 - Present
Rent The Runway February 2013 - Present
Macy's May 2012 - February 2013
Macy's April 2010 - May 2012
Macy's April 2009 - April 2010
Macy's August 2007 - April 2009
Bloomingdales June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Fashion, Retail, Merchandising, Assortment, Trend Analysis
Education
Penn State University 2003 — 2007
BS, Marketing
Rent The Runway March 2015 - Present
Rent The Runway February 2013 - Present
Macy's May 2012 - February 2013
Macy's April 2010 - May 2012
Macy's April 2009 - April 2010
Macy's August 2007 - April 2009
Bloomingdales June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Fashion, Retail, Merchandising, Assortment, Trend Analysis
Education
Penn State University 2003 — 2007
BS, Marketing
Wayne Atwell, CFA Wayne Atwell, CFA's Morgan Stanley Experience 1991 - 2006
Job MD at Ascendiant
Industry Financial Services
Experience
Ascendiant, MD November 2014 - Present
Edison investment research May 2013 - September 2014
Global Hunter Securities March 2012 - December 2012
Rodman & Renshaw May 2011 - January 2012
Casimir Capital January 2009 - April 2011
Morgan Stanley 1991 - 2006
Skills
Hedge Funds, Investments, Mining, Equity Research, Capital Markets, Due Diligence, Equities, Fixed Income, Management, Valuation, Securities, Financial Modeling, Bloomberg, Derivatives, Investment Banking, Private Equity
Education
New York University - Leonard N. Stern School of Business 1970 — 1974
MBA, Finance
Penn State University 1965 — 1969
BS, Mineral Economics
Ascendiant, MD November 2014 - Present
Edison investment research May 2013 - September 2014
Global Hunter Securities March 2012 - December 2012
Rodman & Renshaw May 2011 - January 2012
Casimir Capital January 2009 - April 2011
Morgan Stanley 1991 - 2006
Skills
Hedge Funds, Investments, Mining, Equity Research, Capital Markets, Due Diligence, Equities, Fixed Income, Management, Valuation, Securities, Financial Modeling, Bloomberg, Derivatives, Investment Banking, Private Equity
Education
New York University - Leonard N. Stern School of Business 1970 — 1974
MBA, Finance
Penn State University 1965 — 1969
BS, Mineral Economics
Patricia Fuentes Patricia Fuentes's Morgan Stanley Experience September 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
BBVA Compass November 2013 - June 2014
BBVA Compass January 2012 - June 2014
Bank of America May 2007 - July 2011
Bank of America May 2007 - May 2008
Sears Holdings Corporation May 2006 - May 2007
Sears Holdings Corporation February 2005 - April 2006
Sears Holdings Corporation August 2004 - January 2005
Skills
Banking, Loans, Customer Service, Program Management, Sales Management, Team Building, Sales, Credit Cards, Recruiting, Training, Relationship Management, Strategic Planning, Sales Operations, Leadership, Customer Experience, Management, Financial Services, Credit, Risk Management, Cross Selling, Financial Analysis, Business Development, Strategy, Six Sigma, Process Improvement
Education
Penn State University 1999 — 2003
BS, Operations and Information Systems Management
Morgan Stanley September 2014 - Present
BBVA Compass November 2013 - June 2014
BBVA Compass January 2012 - June 2014
Bank of America May 2007 - July 2011
Bank of America May 2007 - May 2008
Sears Holdings Corporation May 2006 - May 2007
Sears Holdings Corporation February 2005 - April 2006
Sears Holdings Corporation August 2004 - January 2005
Skills
Banking, Loans, Customer Service, Program Management, Sales Management, Team Building, Sales, Credit Cards, Recruiting, Training, Relationship Management, Strategic Planning, Sales Operations, Leadership, Customer Experience, Management, Financial Services, Credit, Risk Management, Cross Selling, Financial Analysis, Business Development, Strategy, Six Sigma, Process Improvement
Education
Penn State University 1999 — 2003
BS, Operations and Information Systems Management
Kim Austin's Morgan Stanley Experience August 1985 - October 1995
Job Instructor at Penn State University
Industry Higher Education
Experience
Penn State University August 2005 - Present
Morgan Stanley Investment Management July 1996 - October 2003
Morgan Stanley August 1985 - October 1995
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Leadership, Event Planning, Microsoft Word
Education
UCLA 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Penn State University 1976 — 1980
Bachelor's degree, Marketing
Penn State University August 2005 - Present
Morgan Stanley Investment Management July 1996 - October 2003
Morgan Stanley August 1985 - October 1995
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Leadership, Event Planning, Microsoft Word
Education
UCLA 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Penn State University 1976 — 1980
Bachelor's degree, Marketing
Daniel Engel Daniel Engel's Morgan Stanley Experience December 2010 - October 2011
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC Financial Services May 2013 - Present
Brendan Abstract (Title Insurance) October 2011 - April 2013
Morgan Stanley December 2010 - October 2011
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Economics
Harriton High School 1999 — 2003
PNC Financial Services May 2013 - Present
Brendan Abstract (Title Insurance) October 2011 - April 2013
Morgan Stanley December 2010 - October 2011
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Economics
Harriton High School 1999 — 2003
Brian Fields, CFP® Brian Fields, CFP®'s Morgan Stanley Experience November 2002 - June 2009
Job First Vice President Branch Director, Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2009 - Present
Morgan Stanley November 2002 - June 2009
Ahold May 1988 - August 2001
Education
Penn State University 1990 — 1994
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The Ohio State University 1977 — 1981
BSBA, Accounting, 3.5
RBC Wealth Management June 2009 - Present
Morgan Stanley November 2002 - June 2009
Ahold May 1988 - August 2001
Education
Penn State University 1990 — 1994
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The Ohio State University 1977 — 1981
BSBA, Accounting, 3.5
Christie Ghetian Christie Ghetian's Morgan Stanley Experience April 2015 - Present
Job Vice President, Chief of Staff/Management Support at Credit Suisse
Industry Banking
Experience
Morgan Stanley April 2015 - Present
Credit Suisse July 2012 - March 2015
Credit Suisse July 2013 - December 2013
Credit Suisse August 2010 - July 2012
Penn State University November 2008 - August 2010
Penn State University July 2008 - August 2010
Penn State University May 2003 - August 2010
PwC May 2006 - September 2006
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Health Communication, Social Influence, PowerPoint, Public Speaking, Writing, Editing, SPSS, Survey Research, Focus Groups, Qualitative Research, Research, Strategy, Project Management, Program Management, Leadership, IT Strategy
Education
Penn State University 2005 — 2010
Doctor of Philosophy (PhD), Communication Arts & Sciences
Penn State University 2003 — 2005
Master of Arts (M.A.), Health Communication
Penn State University 1997 — 2001
Bachelor of Arts (B.A.), Advertising and Public Relations
Penn State University 1997 — 2001
Bachelor of Arts (B.A.), Speech Communication
Morgan Stanley April 2015 - Present
Credit Suisse July 2012 - March 2015
Credit Suisse July 2013 - December 2013
Credit Suisse August 2010 - July 2012
Penn State University November 2008 - August 2010
Penn State University July 2008 - August 2010
Penn State University May 2003 - August 2010
PwC May 2006 - September 2006
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Health Communication, Social Influence, PowerPoint, Public Speaking, Writing, Editing, SPSS, Survey Research, Focus Groups, Qualitative Research, Research, Strategy, Project Management, Program Management, Leadership, IT Strategy
Education
Penn State University 2005 — 2010
Doctor of Philosophy (PhD), Communication Arts & Sciences
Penn State University 2003 — 2005
Master of Arts (M.A.), Health Communication
Penn State University 1997 — 2001
Bachelor of Arts (B.A.), Advertising and Public Relations
Penn State University 1997 — 2001
Bachelor of Arts (B.A.), Speech Communication
Ru'Kiya Pugh's Morgan Stanley Experience December 2014 - Present
Job Founder of Parenting on Purpose, NonProfit program designed to challenge, inform and equip parents.
Industry Education Management
Experience
Morgan Stanley December 2014 - Present
J.P.Morgan Chase September 2013 - Present
Parenting on Purpose, Non-Profit program designed to challenge, inform and equip parents. June 2006 - Present
The Internal You, Non-profit Young Women's advocacy program January 2006 - Present
Warren G. Harding High School August 2006 - 2013
Second National Bank June 1998 - October 2005
RBG Music Store June 1994 - October 1998
Skills
Teller Operations, Telecommunications, Personal Banking, Loan Servicing, Customer Service, Family Mediation, Crisis Intervention, Grief Counseling, Community Outreach, Community Engagement, Public Speaking, Leadership Development, Youth Mentoring, Team Mentoring, Child Advocacy, Conflict Resolution, Call Centers, Leadership, Team Building, Microsoft Office, Event Planning, Coaching, Training
Education
Penn State University 2006 — 2008
Human Development and Family Studies, General
Warren G. Harding High School 1988 — 1991
Diploma
Morgan Stanley December 2014 - Present
J.P.Morgan Chase September 2013 - Present
Parenting on Purpose, Non-Profit program designed to challenge, inform and equip parents. June 2006 - Present
The Internal You, Non-profit Young Women's advocacy program January 2006 - Present
Warren G. Harding High School August 2006 - 2013
Second National Bank June 1998 - October 2005
RBG Music Store June 1994 - October 1998
Skills
Teller Operations, Telecommunications, Personal Banking, Loan Servicing, Customer Service, Family Mediation, Crisis Intervention, Grief Counseling, Community Outreach, Community Engagement, Public Speaking, Leadership Development, Youth Mentoring, Team Mentoring, Child Advocacy, Conflict Resolution, Call Centers, Leadership, Team Building, Microsoft Office, Event Planning, Coaching, Training
Education
Penn State University 2006 — 2008
Human Development and Family Studies, General
Warren G. Harding High School 1988 — 1991
Diploma
Charles Love Charles Love's Morgan Stanley Experience November 2004 - December 2007
Job Financial Analysis Specialist/Manager At Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts July 2015 - Present
Express Scripts May 2013 - Present
Marsh & McLennan Companies, Inc. February 2012 - May 2013
Nationwide Insurance January 2008 - February 2012
Morgan Stanley November 2004 - December 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Financial Services, Investment Management, Financial Markets, Investments, Equities, Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Financial Reporting, Corporate Finance
Education
Penn State University
Masters, Business Administration
Susquehanna University
BS, Accounting
Express Scripts July 2015 - Present
Express Scripts May 2013 - Present
Marsh & McLennan Companies, Inc. February 2012 - May 2013
Nationwide Insurance January 2008 - February 2012
Morgan Stanley November 2004 - December 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Financial Services, Investment Management, Financial Markets, Investments, Equities, Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Financial Reporting, Corporate Finance
Education
Penn State University
Masters, Business Administration
Susquehanna University
BS, Accounting
Nicole Sfanos Logsdon Nicole Sfanos Logsdon's Morgan Stanley Experience July 2002 - August 2003
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
ING Investment Management September 2003 - December 2010
ING Investment Management September 2003 - December 2005
Morgan Stanley July 2002 - August 2003
Abercrombie and Fitch September 2001 - July 2002
The Martz Agency October 2000 - August 2001
Superior Court of Arizona May 2000 - September 2000
Skills
Business Development, Investments, Sales, Management, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Selling
Education
Penn State University 1995 — 1999
B.A., Administration of Justice/Sociology
Rijks Universiteit Leiden 1998 — 1998
Summer 1998, Administration of Justice
Wells Fargo Advisors December 2012 - Present
ING Investment Management September 2003 - December 2010
ING Investment Management September 2003 - December 2005
Morgan Stanley July 2002 - August 2003
Abercrombie and Fitch September 2001 - July 2002
The Martz Agency October 2000 - August 2001
Superior Court of Arizona May 2000 - September 2000
Skills
Business Development, Investments, Sales, Management, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Selling
Education
Penn State University 1995 — 1999
B.A., Administration of Justice/Sociology
Rijks Universiteit Leiden 1998 — 1998
Summer 1998, Administration of Justice
Joseph Strycharz Joseph Strycharz's Morgan Stanley Experience August 2000 - January 2008
Job Managing Partner at ButcherJoseph & Co. and Mosaic Capital Partners
Industry Financial Services
Experience
ButcherJoseph & Co. January 2011 - Present
Mosaic Capital Partners April 2011 - Present
Morgan Stanley August 2000 - January 2008
Merrill Lynch June 1989 - July 2000
Skills
Private Equity, Investments, Equities, Business Strategy, Alternative Investments, Restructuring, Fixed Income, Corporate Development, Portfolio Management
Education
Penn State University 1985 — 1989
BS, Finance
ButcherJoseph & Co. January 2011 - Present
Mosaic Capital Partners April 2011 - Present
Morgan Stanley August 2000 - January 2008
Merrill Lynch June 1989 - July 2000
Skills
Private Equity, Investments, Equities, Business Strategy, Alternative Investments, Restructuring, Fixed Income, Corporate Development, Portfolio Management
Education
Penn State University 1985 — 1989
BS, Finance
John Opiatowski John Opiatowski's Morgan Stanley Experience September 2013 - February 2015
Job
Industry Financial Services
Experience
HD Vest February 2015 - Present
Morgan Stanley September 2013 - February 2015
HD Vest May 2012 - September 2013
MF Global November 2004 - November 2011
Societe Generale November 2003 - October 2004
Credit Lyonnais October 2002 - October 2003
Crédit Lyonnais Bank September 1997 - September 2002
Crédit Lyonnais Bank March 1993 - August 1997
Education
Penn State University 1987 — 1991
BS, Economics
HD Vest February 2015 - Present
Morgan Stanley September 2013 - February 2015
HD Vest May 2012 - September 2013
MF Global November 2004 - November 2011
Societe Generale November 2003 - October 2004
Credit Lyonnais October 2002 - October 2003
Crédit Lyonnais Bank September 1997 - September 2002
Crédit Lyonnais Bank March 1993 - August 1997
Education
Penn State University 1987 — 1991
BS, Economics
Christian Holzer's Morgan Stanley Experience 1993 - 1995
Job Quantitative Investment Strategies at CrossTree LLC
Industry Capital Markets
Experience
BNP Paribas July 2012 - September 2013
MKM Partners July 2010 - July 2012
Dresdner Kleinwort Securities LLC June 2006 - July 2010
Societe Generale November 2004 - June 2006
Deutsche Bank Securities September 2001 - October 2004
Tiberius Global Volatility Fund 2000 - 2001
DLJ June 1996 - February 2000
Morgan Stanley 1993 - 1995
Chicago Research and Trading May 1992 - November 1993
Skills
Volatility Arbitrage, Dispersion Trading, Cross Selling, Equity Derivatives, Alternative Investments, Trading, Equities, Derivatives, Hedging, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Bloomberg, Trading Systems, Structured Products, Equity Trading, Credit Derivatives, Interest Rate..., Volatility, Structured Finance, Currency, Portfolio Management, Emerging Markets
Education
Penn State University 1990 — 1992
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Finance
BNP Paribas July 2012 - September 2013
MKM Partners July 2010 - July 2012
Dresdner Kleinwort Securities LLC June 2006 - July 2010
Societe Generale November 2004 - June 2006
Deutsche Bank Securities September 2001 - October 2004
Tiberius Global Volatility Fund 2000 - 2001
DLJ June 1996 - February 2000
Morgan Stanley 1993 - 1995
Chicago Research and Trading May 1992 - November 1993
Skills
Volatility Arbitrage, Dispersion Trading, Cross Selling, Equity Derivatives, Alternative Investments, Trading, Equities, Derivatives, Hedging, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Bloomberg, Trading Systems, Structured Products, Equity Trading, Credit Derivatives, Interest Rate..., Volatility, Structured Finance, Currency, Portfolio Management, Emerging Markets
Education
Penn State University 1990 — 1992
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Finance
Kristine Dillon Kristine Dillon's Morgan Stanley Experience June 2013 - Present
Job LEGAL ANALYST at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley June 2013 - Present
JPMorgan Chase October 2011 - April 2013
Foot Specialty Practice January 2011 - October 2011
New York Jets November 2010 - January 2011
Skills
Microsoft Office, Mortgage Servicing, Analytical Support, Mortgage Fraud, Leadership, Analysis, Research, Loans, Mortgage Lending, Banking, Access, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Public Speaking, Outlook, Project Management, Training, Event Planning, Social Media, Process Improvement, Customer Service, Software Documentation, Data Analysis
Education
Penn State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Crime Law & Justice
Morgan Stanley June 2013 - Present
JPMorgan Chase October 2011 - April 2013
Foot Specialty Practice January 2011 - October 2011
New York Jets November 2010 - January 2011
Skills
Microsoft Office, Mortgage Servicing, Analytical Support, Mortgage Fraud, Leadership, Analysis, Research, Loans, Mortgage Lending, Banking, Access, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Public Speaking, Outlook, Project Management, Training, Event Planning, Social Media, Process Improvement, Customer Service, Software Documentation, Data Analysis
Education
Penn State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Crime Law & Justice
Christopher Winans Christopher Winans's Morgan Stanley Experience July 2000 - October 2002
Job EVP, General Manager, NY Office at Hill & Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Lauren Wilk Lauren Wilk's Morgan Stanley Experience 2008 - 2010
Job Marketing/Project Management
Industry Internet
Experience
Incline Global Management, LLC 2012 - 2015
Bundle.com July 2010 - August 2011
Morgan Stanley 2008 - 2010
Bear Stearns January 2007 - July 2008
Brooks Brothers 2005 - 2007
Skills
Equities, Financial Modeling, Analytics, Hedge Funds, Data Analysis, Entrepreneurship, Strategy
Education
Penn State University 2001 — 2005
Incline Global Management, LLC 2012 - 2015
Bundle.com July 2010 - August 2011
Morgan Stanley 2008 - 2010
Bear Stearns January 2007 - July 2008
Brooks Brothers 2005 - 2007
Skills
Equities, Financial Modeling, Analytics, Hedge Funds, Data Analysis, Entrepreneurship, Strategy
Education
Penn State University 2001 — 2005
Amanda Decker's Morgan Stanley Experience 1997 - 2000
Job Reg. Rep at Northeast Sec. Inc.
Industry Financial Services
Experience
Northeast Sec. Inc. May 2007 - Present
UBS 2004 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Equity Research, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Risk Management, Equities, Retirement, Financial Analysis, Capital Markets, Series 66 Series 63, Asset Management, Securities, FINRA, Fixed Income
Education
Penn State University 1992 — 1996
BS, Food Science
Northeast Sec. Inc. May 2007 - Present
UBS 2004 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Equity Research, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Risk Management, Equities, Retirement, Financial Analysis, Capital Markets, Series 66 Series 63, Asset Management, Securities, FINRA, Fixed Income
Education
Penn State University 1992 — 1996
BS, Food Science
Adam Nelik Adam Nelik's Morgan Stanley Experience August 2014 - Present
Job Internal Investment Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
TD Ameritrade March 2013 - April 2014
Morgan Stanley Wealth Management August 2009 - March 2013
Morgan Stanley August 2008 - August 2009
Morgan Stanley August 2007 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Bonds, Financial Markets, Credit, Microsoft Office, Financial Analysis, Corporate Finance, Financial Modeling, Trading, Mutual Funds, Wealth Management
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Morgan Stanley August 2014 - Present
TD Ameritrade March 2013 - April 2014
Morgan Stanley Wealth Management August 2009 - March 2013
Morgan Stanley August 2008 - August 2009
Morgan Stanley August 2007 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Bonds, Financial Markets, Credit, Microsoft Office, Financial Analysis, Corporate Finance, Financial Modeling, Trading, Mutual Funds, Wealth Management
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Sheryl Tockerman Sheryl Tockerman's Morgan Stanley Experience May 1997 - August 1997
Job Innovation Fellowship at Pfizer
Industry Pharmaceuticals
Experience
Pfizer February 2014 - Present
Pfizer Pharmaceuticals January 2010 - Present
Pfizer October 2004 - December 2009
Pfizer October 2001 - September 2004
Asea Brown Boveri (Pvt.) Ltd. June 1999 - September 2001
Prudential Financial June 1998 - August 1998
Morgan Stanley May 1997 - August 1997
Skills
Supply Chain Management, Pharmaceutical Industry, Strategic Sourcing, Vendor Management, Cross-functional Team..., Change Management, Procurement, Price Optimization, Supply Chain, Supply Management, Outsourcing
Education
Penn State University 1995 — 1999
BS, Business
Tel Aviv University 1998 — 1998
Middletown HS North 1991 — 1995
Pfizer February 2014 - Present
Pfizer Pharmaceuticals January 2010 - Present
Pfizer October 2004 - December 2009
Pfizer October 2001 - September 2004
Asea Brown Boveri (Pvt.) Ltd. June 1999 - September 2001
Prudential Financial June 1998 - August 1998
Morgan Stanley May 1997 - August 1997
Skills
Supply Chain Management, Pharmaceutical Industry, Strategic Sourcing, Vendor Management, Cross-functional Team..., Change Management, Procurement, Price Optimization, Supply Chain, Supply Management, Outsourcing
Education
Penn State University 1995 — 1999
BS, Business
Tel Aviv University 1998 — 1998
Middletown HS North 1991 — 1995
Jamie Crisden Jamie Crisden's Morgan Stanley Experience 2010 - 2011
Job Principal Resource Specialist at Cobham
Industry Human Resources
Experience
Cobham June 2011 - Present
Alexander Mann Solutions June 2011 - Present
Morgan Stanley 2010 - 2011
Exelon 2009 - 2010
Bank of America 2006 - 2008
Unisys 2004 - 2006
Synygy 1999 - 2004
Skills
Sourcing, Client Relationship..., Closing, Technical Recruiting, Applicant Tracking..., Full-cycle Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, SDLC, Onboarding, CRM, Contract Recruitment, Talent Management, Vendor Management, Interviews, Executive Search, Resume Writing, Recruitment Advertising, Strategic Sourcing, Screening, Employee Relations, IT Recruitment, Temporary Staffing, Permanent Placement, Employer Branding, Cold Calling, Temporary Placement, Graduate Recruitment, PeopleSoft, Staffing Services, College Recruiting, Personnel Management, RPO, Outsourcing, Management, Leadership, Human Resources, Screening Resumes, Taleo, Benefits Negotiation, Hiring
Education
Pennsylvania State University 1995 — 1999
BA
Cobham June 2011 - Present
Alexander Mann Solutions June 2011 - Present
Morgan Stanley 2010 - 2011
Exelon 2009 - 2010
Bank of America 2006 - 2008
Unisys 2004 - 2006
Synygy 1999 - 2004
Skills
Sourcing, Client Relationship..., Closing, Technical Recruiting, Applicant Tracking..., Full-cycle Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, SDLC, Onboarding, CRM, Contract Recruitment, Talent Management, Vendor Management, Interviews, Executive Search, Resume Writing, Recruitment Advertising, Strategic Sourcing, Screening, Employee Relations, IT Recruitment, Temporary Staffing, Permanent Placement, Employer Branding, Cold Calling, Temporary Placement, Graduate Recruitment, PeopleSoft, Staffing Services, College Recruiting, Personnel Management, RPO, Outsourcing, Management, Leadership, Human Resources, Screening Resumes, Taleo, Benefits Negotiation, Hiring
Education
Pennsylvania State University 1995 — 1999
BA
J. Scott Miller J. Scott Miller's Morgan Stanley Experience January 2000 - April 2005
Job Owner at Blue Bell Private Wealth Management
Industry Financial Services
Experience
Blue Bell Private Wealth Management April 2005 - Present
Gwynedd Mercy Academy High School August 2013 - Present
For Pete's Sake Cancer Respite Foundation 2007 - Present
Morgan Stanley January 2000 - April 2005
Prudential Securities 1975 - 2000
Education
Penn State University 1967 — 1971
William Penn charter school
Blue Bell Private Wealth Management April 2005 - Present
Gwynedd Mercy Academy High School August 2013 - Present
For Pete's Sake Cancer Respite Foundation 2007 - Present
Morgan Stanley January 2000 - April 2005
Prudential Securities 1975 - 2000
Education
Penn State University 1967 — 1971
William Penn charter school
Henry Filmyer's Morgan Stanley Experience September 2014 - January 2015
Job Intern at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2014 - January 2015
Tiffany & Company November 2014 - December 2014
Optimum Marketing Ltd. June 2014 - August 2014
Green Street Advisors July 2013 - August 2013
Tullycross Fine Irish Handcrafts March 2008 - January 2012
Skills
Leadership, Spanish, Customer Service, Microsoft Office, Sales, Marketing, Retail, Microsoft Excel, Social Media, Research, CRM, Microsoft Word, Time Management, Management, PowerPoint, Public Speaking, Teamwork, Social Networking, Finance, Business Development
Education
Penn State University 2012 — 2016
Bachelor's Degree, Economics (B.S.)
Council Rock High School South 2008 — 2012
Morgan Stanley September 2014 - January 2015
Tiffany & Company November 2014 - December 2014
Optimum Marketing Ltd. June 2014 - August 2014
Green Street Advisors July 2013 - August 2013
Tullycross Fine Irish Handcrafts March 2008 - January 2012
Skills
Leadership, Spanish, Customer Service, Microsoft Office, Sales, Marketing, Retail, Microsoft Excel, Social Media, Research, CRM, Microsoft Word, Time Management, Management, PowerPoint, Public Speaking, Teamwork, Social Networking, Finance, Business Development
Education
Penn State University 2012 — 2016
Bachelor's Degree, Economics (B.S.)
Council Rock High School South 2008 — 2012
Jason Cockerham, CFP, CTFA Jason Cockerham, CFP, CTFA's Morgan Stanley Experience 1999 - 2002
Job Senior Wealth Manager at Vanguard
Industry Financial Services
Experience
Vanguard 2004 - Present
First National Bank of Chester County 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Comprehensive Wealth..., Trust Management, Financial Planning, Strategic Financial..., Wealth Management..., Asset Allocation, Retirement Planning, Retirement, Portfolio Management
Education
Penn State University 1995 — 1999
Bachelor of Science, Finance
Vanguard 2004 - Present
First National Bank of Chester County 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Comprehensive Wealth..., Trust Management, Financial Planning, Strategic Financial..., Wealth Management..., Asset Allocation, Retirement Planning, Retirement, Portfolio Management
Education
Penn State University 1995 — 1999
Bachelor of Science, Finance
Kurt Gabriel Kurt Gabriel's Morgan Stanley Experience November 2005 - January 2008
Job Executive Director, Private Banking Group, Cash Management Solutions at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley Wealth Management April 2012 - November 2014
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - February 2011
Morgan Stanley November 2005 - January 2008
Reuters April 2003 - November 2005
Ziment June 1996 - April 2003
Skills
Segmentation, Market Research, Analytics, Wealth Management, Competitive Analysis, Financial Services, Marketing Research, Competitive Intelligence, Customer Insight, Securities, Marketing Strategy, Product Management, High Net Worth..., Conjoint Analysis, Qualitative Research, Quantitative Analytics, Focus Groups, Product Strategies, Pricing Strategy, Cash Management, Currency, International Banking..., Private Banking, Electronic Payments, Mobile Payments, ACH, Bill Payment, Electronic Funds..., Banking, Cross-functional Team..., Finance
Education
Penn State University 1991 — 1996
Bachelor of Science, Marketing & International Business
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley Wealth Management April 2012 - November 2014
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - February 2011
Morgan Stanley November 2005 - January 2008
Reuters April 2003 - November 2005
Ziment June 1996 - April 2003
Skills
Segmentation, Market Research, Analytics, Wealth Management, Competitive Analysis, Financial Services, Marketing Research, Competitive Intelligence, Customer Insight, Securities, Marketing Strategy, Product Management, High Net Worth..., Conjoint Analysis, Qualitative Research, Quantitative Analytics, Focus Groups, Product Strategies, Pricing Strategy, Cash Management, Currency, International Banking..., Private Banking, Electronic Payments, Mobile Payments, ACH, Bill Payment, Electronic Funds..., Banking, Cross-functional Team..., Finance
Education
Penn State University 1991 — 1996
Bachelor of Science, Marketing & International Business
Joni Rhodes's Morgan Stanley Experience October 2005 - August 2007
Job Contract Compliance Audit Services Expert
Industry Accounting
Experience
SC&H Group June 2012 - Present
Morgan Stanley Smith Barney September 2007 - June 2012
Morgan Stanley October 2005 - August 2007
Legg Mason June 2004 - October 2005
Skills
Internal Controls, Auditing, Consulting, Contract Management, Microsoft Office, Internal Audit
Education
Pennsylvania State University 2000 — 2004
B.S., Accounting
SC&H Group June 2012 - Present
Morgan Stanley Smith Barney September 2007 - June 2012
Morgan Stanley October 2005 - August 2007
Legg Mason June 2004 - October 2005
Skills
Internal Controls, Auditing, Consulting, Contract Management, Microsoft Office, Internal Audit
Education
Pennsylvania State University 2000 — 2004
B.S., Accounting
Christopher Manganiello Christopher Manganiello's Morgan Stanley Experience March 2005 - June 2007
Job AVP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2010 - Present
Victaulic June 2007 - August 2010
Morgan Stanley March 2005 - June 2007
Instinet Corporation January 2003 - March 2005
Education
Penn State University 1999 — 2002
B.S., Finance
Neuberger Berman August 2010 - Present
Victaulic June 2007 - August 2010
Morgan Stanley March 2005 - June 2007
Instinet Corporation January 2003 - March 2005
Education
Penn State University 1999 — 2002
B.S., Finance
Katherine Lanigan Katherine Lanigan's Morgan Stanley Experience August 2010 - June 2011
Job Product Manager at College Central Network
Industry Education Management
Experience
College Central Network July 2013 - Present
Parsons School of Design July 2011 - May 2013
Morgan Stanley August 2010 - June 2011
USC Viterbi School of Engineering August 2009 - May 2010
Evite October 2009 - April 2010
Adspace Networks November 2005 - November 2007
Skills
Advertising, Marketing, Public Relations, Event Management, Business Development, Sales, Copywriting, Photoshop, Press Releases, CRM, Microsoft Excel, Research, Dreamweaver, Illustrator, Strategy
Education
University of Southern California 2008 — 2010
MA, Marketing
Penn State University 2001 — 2004
BA, Advertising, French
College Central Network July 2013 - Present
Parsons School of Design July 2011 - May 2013
Morgan Stanley August 2010 - June 2011
USC Viterbi School of Engineering August 2009 - May 2010
Evite October 2009 - April 2010
Adspace Networks November 2005 - November 2007
Skills
Advertising, Marketing, Public Relations, Event Management, Business Development, Sales, Copywriting, Photoshop, Press Releases, CRM, Microsoft Excel, Research, Dreamweaver, Illustrator, Strategy
Education
University of Southern California 2008 — 2010
MA, Marketing
Penn State University 2001 — 2004
BA, Advertising, French
Dan Pense Dan Pense's Morgan Stanley Experience October 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Credit Suisse April 2010 - October 2013
Raptor Trading Systems July 2005 - August 2009
UBS November 2002 - July 2005
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette January 2000 - November 2000
Bridge Information Systems October 1997 - January 2000
Skills
Trading Systems, Electronic Trading, Equities, Business Analysis, Fixed Income, Options, Trading, FX Options, Equity Trading, Financial Markets, Integration, Low Latency, Project Management, Middle Office, Market Data, Scope Management, Exchange Connectivity, @Risk, Derivatives, Equity Derivatives, Order Management, Documentations, Prime Brokerage, Information Technology
Education
Assemblies of God Theological Seminary 1989 — 1991
M.Div.
Penn State University 1979 — 1984
BS, Physics
Morgan Stanley October 2013 - Present
Credit Suisse April 2010 - October 2013
Raptor Trading Systems July 2005 - August 2009
UBS November 2002 - July 2005
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette January 2000 - November 2000
Bridge Information Systems October 1997 - January 2000
Skills
Trading Systems, Electronic Trading, Equities, Business Analysis, Fixed Income, Options, Trading, FX Options, Equity Trading, Financial Markets, Integration, Low Latency, Project Management, Middle Office, Market Data, Scope Management, Exchange Connectivity, @Risk, Derivatives, Equity Derivatives, Order Management, Documentations, Prime Brokerage, Information Technology
Education
Assemblies of God Theological Seminary 1989 — 1991
M.Div.
Penn State University 1979 — 1984
BS, Physics
William Cuba, CLU, ChFC William Cuba, CLU, ChFC's Morgan Stanley Experience 2000 - 2002
Job Financial Advisor at Reynolds Financial Advisors
Industry Financial Services
Experience
Woodbury Financial Services May 2011 - Present
Ameritas Investment Corp. June 2002 - May 2011
Morgan Stanley 2000 - 2002
Skills
Finance, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning, 401k, Investments, Insurance
Education
Penn State University 1995 — 1999
BS, Economics
Woodbury Financial Services May 2011 - Present
Ameritas Investment Corp. June 2002 - May 2011
Morgan Stanley 2000 - 2002
Skills
Finance, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning, 401k, Investments, Insurance
Education
Penn State University 1995 — 1999
BS, Economics
Anthony Olivastro Anthony Olivastro's Morgan Stanley Experience July 2015 - Present
Job Product Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Whole Foods Market February 2015 - April 2015
Nemours Alfred I. duPont Hospital for Children June 2014 - November 2014
Costco Wholesale November 2012 - June 2014
Crozer-Keystone Health System January 2014 - May 2014
Safeway June 2007 - November 2012
Skills
Social Media, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, Marketing, Research, Social Networking
Education
Penn State University 2010 — 2014
Graduate, Corporate Communications
Morgan Stanley July 2015 - Present
Whole Foods Market February 2015 - April 2015
Nemours Alfred I. duPont Hospital for Children June 2014 - November 2014
Costco Wholesale November 2012 - June 2014
Crozer-Keystone Health System January 2014 - May 2014
Safeway June 2007 - November 2012
Skills
Social Media, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, Marketing, Research, Social Networking
Education
Penn State University 2010 — 2014
Graduate, Corporate Communications
Don Foster, AIF Don Foster, AIF's Morgan Stanley Experience March 1984 - December 1988
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
matthew johnson matthew johnson's Morgan Stanley Experience January 1991 - January 1992
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Barclays Investment Bank June 2012 - September 2013
Barclays Investment Bank September 2008 - June 2012
Lehman Brothers January 2006 - September 2008
Lehman Brothers January 2002 - December 2005
Lehman Brothers January 2000 - January 2002
Lehman Brothers September 1994 - January 2000
Smith Barney January 1993 - June 1994
Smith Barney January 1992 - January 1993
Morgan Stanley January 1991 - January 1992
Skills
Equities, Capital Markets, Investment Banking, Management, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Products, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, FX Options, Options, Trading, Risk Management, Equity Trading, Prime Brokerage, Alternative Investments
Education
Penn State University 1983 — 1989
Bachelor of Arts (BA), MBA
Guggenheim Partners September 2014 - Present
Barclays Investment Bank June 2012 - September 2013
Barclays Investment Bank September 2008 - June 2012
Lehman Brothers January 2006 - September 2008
Lehman Brothers January 2002 - December 2005
Lehman Brothers January 2000 - January 2002
Lehman Brothers September 1994 - January 2000
Smith Barney January 1993 - June 1994
Smith Barney January 1992 - January 1993
Morgan Stanley January 1991 - January 1992
Skills
Equities, Capital Markets, Investment Banking, Management, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Products, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, FX Options, Options, Trading, Risk Management, Equity Trading, Prime Brokerage, Alternative Investments
Education
Penn State University 1983 — 1989
Bachelor of Arts (BA), MBA
alexia podvin alexia podvin's Morgan Stanley Experience 2004 - 2005
Job Direct Support Professional at Devereux Foundation
Industry Mental Health Care
Experience
Devereux Foundation October 2011 - Present
Allied Services March 2007 - May 2010
Morgan Stanley 2004 - 2005
Education
Lackawanna College 2011 — 2013
Human Services, Psychology
Penn State University 2008 — 2010
Business
Devereux Foundation October 2011 - Present
Allied Services March 2007 - May 2010
Morgan Stanley 2004 - 2005
Education
Lackawanna College 2011 — 2013
Human Services, Psychology
Penn State University 2008 — 2010
Business
Bernice Deng Bernice Deng's Morgan Stanley Experience February 2012 - Present
Job AVP at Citi Global Transaction Risk
Industry Financial Services
Experience
Citi December 2013 - Present
Morgan Stanley February 2012 - Present
Morgan Stanley January 2010 - January 2011
Morgan Stanley January 2009 - January 2010
Morgan Stanley June 2007 - January 2009
Skills
Series 7, Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Financial Markets, Risk Management, Banking, Equities, Fixed Income, Bloomberg, Capital Markets, Securities, Investment Banking, Investments, Valuation
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Major in Finance, Minors in International Business and Business Law
Universite De Franche-Comte 2005 — 2006
Bachelor's degree, French Language, 4.0
Citi December 2013 - Present
Morgan Stanley February 2012 - Present
Morgan Stanley January 2010 - January 2011
Morgan Stanley January 2009 - January 2010
Morgan Stanley June 2007 - January 2009
Skills
Series 7, Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Financial Markets, Risk Management, Banking, Equities, Fixed Income, Bloomberg, Capital Markets, Securities, Investment Banking, Investments, Valuation
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Major in Finance, Minors in International Business and Business Law
Universite De Franche-Comte 2005 — 2006
Bachelor's degree, French Language, 4.0
Craig Eastwood Craig Eastwood's Morgan Stanley Experience 2001 - 2006
Job Financial Advisor / Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Angela Pandaleno's Morgan Stanley Experience May 2006 - May 2007
Job Investment Adviser Compliance Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC November 2014 - Present
Oppenheimer & Co. January 2011 - November 2014
Wells Fargo Advisors, LLC June 2007 - December 2010
Morgan Stanley May 2006 - May 2007
Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales
Education
Penn State University 2002 — 2006
Business, Management & Marketing
Janney Montgomery Scott LLC November 2014 - Present
Oppenheimer & Co. January 2011 - November 2014
Wells Fargo Advisors, LLC June 2007 - December 2010
Morgan Stanley May 2006 - May 2007
Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales
Education
Penn State University 2002 — 2006
Business, Management & Marketing
Emily Zhang Emily Zhang's Morgan Stanley Experience March 2010 - November 2012
Job Associate at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland September 2014 - Present
Royal Bank of Scotland December 2012 - August 2014
Morgan Stanley March 2010 - November 2012
Morgan Stanley December 2007 - February 2010
Morgan Stanley June 2006 - November 2007
Skills
Options, Equities, Derivatives, Trading, Equity Derivatives, Swaps, Interest Rate..., Middle Office, Valuation, Financial Risk, Risk Management, Settlement, Operational Risk, Structured Finance, Currency, Corporate Actions, Rates
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Royal Bank of Scotland September 2014 - Present
Royal Bank of Scotland December 2012 - August 2014
Morgan Stanley March 2010 - November 2012
Morgan Stanley December 2007 - February 2010
Morgan Stanley June 2006 - November 2007
Skills
Options, Equities, Derivatives, Trading, Equity Derivatives, Swaps, Interest Rate..., Middle Office, Valuation, Financial Risk, Risk Management, Settlement, Operational Risk, Structured Finance, Currency, Corporate Actions, Rates
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Finance
James Laverty's Morgan Stanley Experience December 2013 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2013 - Present
John Carroll H.S. May 2012 - December 2013
Dahlman Rose & Co. January 2004 - December 2012
H&Q AB 2000 - 2003
Scudder Investments November 1992 - October 1996
Skills
Investments, Trading, Fixed Income, Equity Trading, Corporate Finance, Securities, Mergers, Due Diligence, Venture Capital, Mergers & Acquisitions, Equity Capital Markets, College Football
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Economics
Princeton HS 1983 — 1987
Morgan Stanley December 2013 - Present
John Carroll H.S. May 2012 - December 2013
Dahlman Rose & Co. January 2004 - December 2012
H&Q AB 2000 - 2003
Scudder Investments November 1992 - October 1996
Skills
Investments, Trading, Fixed Income, Equity Trading, Corporate Finance, Securities, Mergers, Due Diligence, Venture Capital, Mergers & Acquisitions, Equity Capital Markets, College Football
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Economics
Princeton HS 1983 — 1987
Matthew Bonner's Morgan Stanley Experience June 2014 - August 2014
Job FullTime Student at The Pennsylvania State University
Industry Financial Services
Experience
Sapphire Leadership Program August 2012 - Present
Sigma Alpha Epsilon Fraternity November 2013 - Present
Penn State Investment Association September 2012 - Present
Morgan Stanley June 2014 - August 2014
UBS Investment Bank May 2014 - May 2014
Wall Street Boot Camp January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Education
Penn State University 2012 — 2016
Smeal College of Business, Bachelor of Science (BS), Finance
Sapphire Leadership Program August 2012 - Present
Sigma Alpha Epsilon Fraternity November 2013 - Present
Penn State Investment Association September 2012 - Present
Morgan Stanley June 2014 - August 2014
UBS Investment Bank May 2014 - May 2014
Wall Street Boot Camp January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Education
Penn State University 2012 — 2016
Smeal College of Business, Bachelor of Science (BS), Finance
Jason Schiller Jason Schiller's Morgan Stanley Experience May 2013 - August 2013
Job
Industry Information Technology and Services
Experience
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft access, HTML, PHP, Microsoft SQL Server
Education
Penn State University 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft access, HTML, PHP, Microsoft SQL Server
Education
Penn State University 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Greg Springrose Greg Springrose's Morgan Stanley Experience January 2007 - August 2008
Job Business Development Associate at The Bancorp
Industry Financial Services
Experience
The Bancorp May 2015 - Present
Hartford Funds November 2013 - May 2015
Lincoln Financial Group 2012 - 2013
BlackRock August 2008 - May 2012
Morgan Stanley January 2007 - August 2008
Skills
Portfolio Management, Finance, Financial Services, Goal Oriented, Leadership, Operational Risk, Investment Properties, Trading, Team Management, Hedge Funds, Series 63, Asset Management, Alternative Investments, Marketing, Communication Skills, Organization, Series 7, Series 6
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Finance, General
St. Joseph's Preparatory School 1999 — 2003
The Bancorp May 2015 - Present
Hartford Funds November 2013 - May 2015
Lincoln Financial Group 2012 - 2013
BlackRock August 2008 - May 2012
Morgan Stanley January 2007 - August 2008
Skills
Portfolio Management, Finance, Financial Services, Goal Oriented, Leadership, Operational Risk, Investment Properties, Trading, Team Management, Hedge Funds, Series 63, Asset Management, Alternative Investments, Marketing, Communication Skills, Organization, Series 7, Series 6
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Finance, General
St. Joseph's Preparatory School 1999 — 2003
Patricia McGlynn's Morgan Stanley Experience September 2015 - Present
Job Intern at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley September 2015 - Present
Little Egg Harbor Yacht Club June 2012 - Present
Skills
Leadership, Public Speaking, Event Planning, Marketing, Management, Coaching, Entrepreneurship, Social Media, Team Leadership, Research, Teamwork, Communication, Collections, Time Management, Accounting, Social Networking
Education
Penn State University 2014 — 2018
Bachelor's Degree, Accounting, Sophomore
Allentown Central Catholic High School 2010 — 2014
Morgan Stanley September 2015 - Present
Little Egg Harbor Yacht Club June 2012 - Present
Skills
Leadership, Public Speaking, Event Planning, Marketing, Management, Coaching, Entrepreneurship, Social Media, Team Leadership, Research, Teamwork, Communication, Collections, Time Management, Accounting, Social Networking
Education
Penn State University 2014 — 2018
Bachelor's Degree, Accounting, Sophomore
Allentown Central Catholic High School 2010 — 2014
Andrew Hayek, CFP® Andrew Hayek, CFP®'s Morgan Stanley Experience April 2001 - March 2004
Job Private Client Advisor at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA April 2015 - Present
JP Morgan Chase Bank, NA May 2010 - April 2015
JP Morgan Chase Bank, NA March 2004 - May 2010
Morgan Stanley April 2001 - March 2004
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
Master of Business Administration (MBA)
Penn State University 1991 — 1993
Bachelor of Science (BS)
JP Morgan Chase Bank, NA April 2015 - Present
JP Morgan Chase Bank, NA May 2010 - April 2015
JP Morgan Chase Bank, NA March 2004 - May 2010
Morgan Stanley April 2001 - March 2004
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
Master of Business Administration (MBA)
Penn State University 1991 — 1993
Bachelor of Science (BS)
Brent Hawk Brent Hawk's Morgan Stanley Experience December 2005 - February 2010
Job General Manager at Heritage Hills Athletic Club
Industry Hospitality
Experience
Heritage Hills Golf Resort April 2010 - Present
Morgan Stanley December 2005 - February 2010
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Skills
Customer Service, Event Management, Event Planning, Marketing Strategy, Leadership, Hospitality, Management, Microsoft Excel, Microsoft Office, Public Speaking
Education
Penn State University
Bachelor of Science (BS), Finance, General
Heritage Hills Golf Resort April 2010 - Present
Morgan Stanley December 2005 - February 2010
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Skills
Customer Service, Event Management, Event Planning, Marketing Strategy, Leadership, Hospitality, Management, Microsoft Excel, Microsoft Office, Public Speaking
Education
Penn State University
Bachelor of Science (BS), Finance, General
Steven Vigilante Steven Vigilante's Morgan Stanley Experience June 2012 - August 2012
Job Business Development Analyst at CircleUp
Industry Financial Services
Experience
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
Walter Tuttle's Morgan Stanley Experience May 1999 - April 2001
Job Corporate Finance Manager at American Water
Industry Utilities
Experience
American Water November 2007 - July 2014
PinnacleHealth System December 2005 - November 2007
Pennsylvania Health Care Cost Containment Council (PHC4) September 2004 - December 2005
M&T Bank February 2002 - September 2004
M&T Bank April 2001 - February 2002
Morgan Stanley May 1999 - April 2001
Skills
Accounting, Strategic Financial..., Corporate Finance, Financial Modeling, Valuation Modeling, Free Cash Flow, DCF Valuation, NPV, Financial Analysis, Balance Sheet, Income Statement, Cash Flow Statements, Financial Accounting, Financial Statement..., Ratios, Financial Metrics, Dashboard Metrics, Key Metrics, Multiples, Key Drivers, Sensitivity Analysis, Scenario Analysis, Financial Variance..., Cost Benefit, Revenue Analysis, Revenue Forecasting, Rates, Cost Drivers, Synergies, Operating Expenses, OPEX, Expense Allocation, Capex, Consideration, Microsoft Excel, Excel models, Excel Dashboards, Reporting & Analysis, Performance Reporting, Ad Hoc Reporting, Utility Industry, Utility Regulation, Tariffs, Handle Multiple..., Organization &..., Communication, Due Diligence, Business Development, Capital Budgeting
Education
Penn State University 2003 — 2006
MBA - Masters in Business Administration, MBA - Masters in Business Administration
Penn State University 1996 — 1998
Bachelor of Science, Finance
American Water November 2007 - July 2014
PinnacleHealth System December 2005 - November 2007
Pennsylvania Health Care Cost Containment Council (PHC4) September 2004 - December 2005
M&T Bank February 2002 - September 2004
M&T Bank April 2001 - February 2002
Morgan Stanley May 1999 - April 2001
Skills
Accounting, Strategic Financial..., Corporate Finance, Financial Modeling, Valuation Modeling, Free Cash Flow, DCF Valuation, NPV, Financial Analysis, Balance Sheet, Income Statement, Cash Flow Statements, Financial Accounting, Financial Statement..., Ratios, Financial Metrics, Dashboard Metrics, Key Metrics, Multiples, Key Drivers, Sensitivity Analysis, Scenario Analysis, Financial Variance..., Cost Benefit, Revenue Analysis, Revenue Forecasting, Rates, Cost Drivers, Synergies, Operating Expenses, OPEX, Expense Allocation, Capex, Consideration, Microsoft Excel, Excel models, Excel Dashboards, Reporting & Analysis, Performance Reporting, Ad Hoc Reporting, Utility Industry, Utility Regulation, Tariffs, Handle Multiple..., Organization &..., Communication, Due Diligence, Business Development, Capital Budgeting
Education
Penn State University 2003 — 2006
MBA - Masters in Business Administration, MBA - Masters in Business Administration
Penn State University 1996 — 1998
Bachelor of Science, Finance
Ingrid (Herrold) Streich, CFP® CRPS™'s Morgan Stanley Experience December 2001 - July 2012
Job Managing Director Investments
Industry Financial Services
Experience
Bouchard Wealth Advisors, LLC July 2012 - Present
Morgan Stanley December 2001 - July 2012
Spire Investment Partners 1998 - 2001
Education
Penn State University
BA, Medical Anthropology
State College High School
Bouchard Wealth Advisors, LLC July 2012 - Present
Morgan Stanley December 2001 - July 2012
Spire Investment Partners 1998 - 2001
Education
Penn State University
BA, Medical Anthropology
State College High School
Bridget Traynor, FRM's Morgan Stanley Experience July 2006 - April 2012
Job Manager at EY
Industry Financial Services
Experience
Ernst & Young April 2012 - Present
Morgan Stanley July 2006 - April 2012
Efficio June 2005 - August 2005
Skills
Risk Management, Operational Risk, Equities, ETFs, Operational Risk..., Enterprise Risk..., Middle Office, Settlement, Financial Operations, Risk Mitigation, SQL, VBA, Microsoft Excel, Securities, Banking, Capital Markets, Management, Fixed Income, Trading, Financial Modeling
Education
Penn State University 2002 — 2006
Smeal College of Business, Double Major: Economics, International Studies
Université Paul Valéry (Montpellier III) 2005 — 2005
French language, culture and the arts
Ernst & Young April 2012 - Present
Morgan Stanley July 2006 - April 2012
Efficio June 2005 - August 2005
Skills
Risk Management, Operational Risk, Equities, ETFs, Operational Risk..., Enterprise Risk..., Middle Office, Settlement, Financial Operations, Risk Mitigation, SQL, VBA, Microsoft Excel, Securities, Banking, Capital Markets, Management, Fixed Income, Trading, Financial Modeling
Education
Penn State University 2002 — 2006
Smeal College of Business, Double Major: Economics, International Studies
Université Paul Valéry (Montpellier III) 2005 — 2005
French language, culture and the arts
David C. Gettemy David C. Gettemy's Morgan Stanley Experience July 2006 - January 2009
Job Sr. Manager, Strategic Business Development & Strategic Planning
Industry Insurance
Experience
The Bank of New York Mellon May 2009 - June 2014
Morgan Stanley July 2006 - January 2009
UBS June 2004 - June 2006
Merlinda Group March 2003 - May 2004
FreeMarkets November 2000 - February 2003
Aspen Technology January 2000 - October 2000
Related Experience April 1978 - December 1999
Education
Rockhurst University 1986 — 1988
Bachelor's Degree, Business Administration
Penn State University
Developing Managerial Effectiveness
The Bank of New York Mellon May 2009 - June 2014
Morgan Stanley July 2006 - January 2009
UBS June 2004 - June 2006
Merlinda Group March 2003 - May 2004
FreeMarkets November 2000 - February 2003
Aspen Technology January 2000 - October 2000
Related Experience April 1978 - December 1999
Education
Rockhurst University 1986 — 1988
Bachelor's Degree, Business Administration
Penn State University
Developing Managerial Effectiveness
Joseph A. Sarnecki's Morgan Stanley Experience June 2007 - January 2008
Job Financial Planner & Investment Advisor at U.S. Financial Services, LLC
Industry Financial Services
Experience
U.S. Financial Services, LLC May 2011 - Present
Merrill Lynch January 2008 - December 2010
Morgan Stanley June 2007 - January 2008
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Equities, Risk Management, Financial Services, Investment Management, Finance, Tax, Series 7, Financial Analysis, Investment Advisory, Securities, Life Insurance, 529 Plans, Series 66, 401k Rollovers
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2008
BS, Finance
Penn State University 2004 — 2005
U.S. Financial Services, LLC May 2011 - Present
Merrill Lynch January 2008 - December 2010
Morgan Stanley June 2007 - January 2008
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Equities, Risk Management, Financial Services, Investment Management, Finance, Tax, Series 7, Financial Analysis, Investment Advisory, Securities, Life Insurance, 529 Plans, Series 66, 401k Rollovers
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2008
BS, Finance
Penn State University 2004 — 2005
Nathan Bishop's Morgan Stanley Experience January 2013 - Present
Job Strategic Lead Managment at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2012 - December 2012
Morgan Stanley February 2010 - December 2011
International Business Machines January 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Services
Education
Penn State University
Bachelors, Finance, International Business
Universidad Pablo de Olavide
Morgan Stanley January 2013 - Present
Morgan Stanley January 2012 - December 2012
Morgan Stanley February 2010 - December 2011
International Business Machines January 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Services
Education
Penn State University
Bachelors, Finance, International Business
Universidad Pablo de Olavide
Nicholas Plagianos's Morgan Stanley Experience May 2012 - August 2012
Job Consultant at IBM Interactive Experience
Industry Marketing and Advertising
Experience
IBM Interactive Experience March 2015 - Present
mcgarrybowen May 2014 - February 2015
Twinlife Marketing March 2013 - June 2013
Morgan Stanley May 2012 - August 2012
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Photoshop, Teamwork, Public Speaking, Cold Calling, Event Planning, Marketing Communications, Public Relations, Customer Service, Advertising, Recruiting, InDesign, Research, Marketing, Competitive Analysis, Business Development, Adobe Creative Suite
Education
Penn State University 2010 — 2014
Bachelor of Arts (BA), Advertising. Minor in Business and the Liberal Arts
University of Sydney 2013 — 2013
Marketing
IBM Interactive Experience March 2015 - Present
mcgarrybowen May 2014 - February 2015
Twinlife Marketing March 2013 - June 2013
Morgan Stanley May 2012 - August 2012
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Photoshop, Teamwork, Public Speaking, Cold Calling, Event Planning, Marketing Communications, Public Relations, Customer Service, Advertising, Recruiting, InDesign, Research, Marketing, Competitive Analysis, Business Development, Adobe Creative Suite
Education
Penn State University 2010 — 2014
Bachelor of Arts (BA), Advertising. Minor in Business and the Liberal Arts
University of Sydney 2013 — 2013
Marketing
Jonathan Herna Jonathan Herna's Morgan Stanley Experience August 2006 - May 2012
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco May 2012 - Present
Morgan Stanley August 2006 - May 2012
Skills
Financial Analysis, Financial Modeling, Analytics, Excel, Risk Management, Financial Accounting, Client Engagement, Client Interfacing, Client Service, Access, Financial Services, Customer Engagement, Finance, Capital Markets, Microsoft Excel, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Master of Business Administration (MBA), Marketing and Finance
Penn State University 2002 — 2006
Bachelor of Science, Smeal College of Business, Accounting
Capco May 2012 - Present
Morgan Stanley August 2006 - May 2012
Skills
Financial Analysis, Financial Modeling, Analytics, Excel, Risk Management, Financial Accounting, Client Engagement, Client Interfacing, Client Service, Access, Financial Services, Customer Engagement, Finance, Capital Markets, Microsoft Excel, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Master of Business Administration (MBA), Marketing and Finance
Penn State University 2002 — 2006
Bachelor of Science, Smeal College of Business, Accounting
Jenna Kaufman's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Hot Tots Boutique May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Social Media, Public Speaking, Customer Service, Social Networking, Time Management, Leadership, Facebook, Event Planning, Research
Education
Penn State University 2013 — 2017
Accounting
Morgan Stanley June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Hot Tots Boutique May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Social Media, Public Speaking, Customer Service, Social Networking, Time Management, Leadership, Facebook, Event Planning, Research
Education
Penn State University 2013 — 2017
Accounting
Vinay Ayala Vinay Ayala's Morgan Stanley Experience June 2011 - September 2013
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Donny McGill Donny McGill's Morgan Stanley Experience August 2006 - August 2012
Job Senior Vice President Technology Infrastructure at Bank of America
Industry Investment Banking
Experience
Bank of America October 2012 - Present
JPMorgan Chase August 2012 - October 2012
Morgan Stanley August 2006 - August 2012
TelePacific Communications August 2004 - July 2006
Adelphia Business Solutions April 2000 - January 2003
Skills
Telecommunications, Vendor Management, Business Analysis, Managed Services, Strategic Planning, Cross-functional Team..., Business Development, Project Management, Team Leadership, Account Management, Business Strategy, Process Improvement, Management, Sales Management, Project Planning, Change Management, Budget, Financial Reporting, Financial Forecasting, Financial Modeling, Expense Management, Cost Allocation, Budgets, Analysis, Finance, ITIL
Education
Penn State University 1995 — 2000
BS, Telecommunications
Bank of America October 2012 - Present
JPMorgan Chase August 2012 - October 2012
Morgan Stanley August 2006 - August 2012
TelePacific Communications August 2004 - July 2006
Adelphia Business Solutions April 2000 - January 2003
Skills
Telecommunications, Vendor Management, Business Analysis, Managed Services, Strategic Planning, Cross-functional Team..., Business Development, Project Management, Team Leadership, Account Management, Business Strategy, Process Improvement, Management, Sales Management, Project Planning, Change Management, Budget, Financial Reporting, Financial Forecasting, Financial Modeling, Expense Management, Cost Allocation, Budgets, Analysis, Finance, ITIL
Education
Penn State University 1995 — 2000
BS, Telecommunications
Gwen Saunders Gwen Saunders's Morgan Stanley Experience November 2014 - Present
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Paragon Solutions December 2012 - October 2014
Raymond James Financial Services, Inc., Member FINRA/SIPC July 2011 - November 2012
Penn State University September 2010 - May 2011
Skills
FINRA series 7, 66..., Marketing, Social Media, Microsoft Office, Data Analysis, Event Planning, Securities, Social Media Marketing, Microsoft Excel, Finance, Public Relations, PowerPoint, Time Management, Market Research
Education
Penn State University 2006 — 2010
Marketing, Psychology
Souderton
Morgan Stanley November 2014 - Present
Paragon Solutions December 2012 - October 2014
Raymond James Financial Services, Inc., Member FINRA/SIPC July 2011 - November 2012
Penn State University September 2010 - May 2011
Skills
FINRA series 7, 66..., Marketing, Social Media, Microsoft Office, Data Analysis, Event Planning, Securities, Social Media Marketing, Microsoft Excel, Finance, Public Relations, PowerPoint, Time Management, Market Research
Education
Penn State University 2006 — 2010
Marketing, Psychology
Souderton
Jim Copenheaver CISSP, CISM, CISA Jim Copenheaver CISSP, CISM, CISA's Morgan Stanley Experience March 2010 - November 2013
Job VP, Governance, Risk & Audit Readiness at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial November 2013 - Present
Morgan Stanley March 2010 - November 2013
Cendant/Wyndham Worldwide July 1997 - August 2009
Zurich Insurance (formerly Fidelity and Deposit Company of Maryland) February 1984 - July 1997
Skills
Information Technology..., Planning &..., Policies, Standards, &..., Disaster Recovery &..., Risk Identification &..., Vendor Relationship..., Information Security, Sarbanes-Oxley, Business Continuity, Management, Governance, Strategy, Budgets, COBIT, IT Strategy, Vendor Relationships, PCI DSS, PMP, IT Management, Risk Management, Sarbanes-Oxley Act, Information Technology, Outsourcing, Auditing, IT Audit, CISSP, Process Improvement, Disaster Recovery, Enterprise Architecture, Security, Information Security..., Enterprise Software, Resource Management, Privacy Law, Project Management, Vendor Management, Consulting, Risk Assessment, Integration, Business Continuity..., Business Process..., Security Awareness, Insurance Policies, Mitigation, Project Portfolio..., Data Center, Testing, Business Process, Program Management, Software Development
Education
University of Baltimore 1983 — 1989
B.S., Business Administration
Penn State University 1976 — 1978
A.S., Computer Science
LPL Financial November 2013 - Present
Morgan Stanley March 2010 - November 2013
Cendant/Wyndham Worldwide July 1997 - August 2009
Zurich Insurance (formerly Fidelity and Deposit Company of Maryland) February 1984 - July 1997
Skills
Information Technology..., Planning &..., Policies, Standards, &..., Disaster Recovery &..., Risk Identification &..., Vendor Relationship..., Information Security, Sarbanes-Oxley, Business Continuity, Management, Governance, Strategy, Budgets, COBIT, IT Strategy, Vendor Relationships, PCI DSS, PMP, IT Management, Risk Management, Sarbanes-Oxley Act, Information Technology, Outsourcing, Auditing, IT Audit, CISSP, Process Improvement, Disaster Recovery, Enterprise Architecture, Security, Information Security..., Enterprise Software, Resource Management, Privacy Law, Project Management, Vendor Management, Consulting, Risk Assessment, Integration, Business Continuity..., Business Process..., Security Awareness, Insurance Policies, Mitigation, Project Portfolio..., Data Center, Testing, Business Process, Program Management, Software Development
Education
University of Baltimore 1983 — 1989
B.S., Business Administration
Penn State University 1976 — 1978
A.S., Computer Science
Ethan Daniels's Morgan Stanley Experience October 2012 - June 2013
Job Operations Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) June 2013 - Present
Morgan Stanley October 2012 - June 2013
Citi March 2011 - November 2012
VWR Education January 2011 - March 2011
University Pipeline, Inc August 2009 - September 2009
RCI Demolition and Dismantling June 2009 - August 2009
Webster Central School District May 2007 - July 2009
Skills
Game Theory, Competition Law, Excel, Purchasing, DTC, Oasys, Convertible Bonds, FIX, Settlements, Omgeo Oasys, Equities, Customer Service, Settlement, Microsoft Excel
Education
Penn State University 2006 — 2010
BS, Economics
Susquehanna International Group, LLP (SIG) June 2013 - Present
Morgan Stanley October 2012 - June 2013
Citi March 2011 - November 2012
VWR Education January 2011 - March 2011
University Pipeline, Inc August 2009 - September 2009
RCI Demolition and Dismantling June 2009 - August 2009
Webster Central School District May 2007 - July 2009
Skills
Game Theory, Competition Law, Excel, Purchasing, DTC, Oasys, Convertible Bonds, FIX, Settlements, Omgeo Oasys, Equities, Customer Service, Settlement, Microsoft Excel
Education
Penn State University 2006 — 2010
BS, Economics
Barry M. Gross Barry M. Gross's Morgan Stanley Experience May 2009 - Present
Job First Vice President, Financial Advisor and Branch Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Merrill Lynch September 1979 - May 2009
National CSS, Inc September 1974 - August 1979
IBM January 1973 - September 1975
Education
Penn State University 1969 — 1972
B.S., Marketing/Economics
Morgan Stanley May 2009 - Present
Merrill Lynch September 1979 - May 2009
National CSS, Inc September 1974 - August 1979
IBM January 1973 - September 1975
Education
Penn State University 1969 — 1972
B.S., Marketing/Economics
G. John Overhiser G. John Overhiser's Morgan Stanley Experience May 2011 - August 2011
Job Field Engineer at The WhitingTurner Contracting Company
Industry Construction
Experience
The Whiting-Turner Contracting Company May 2013 - Present
Concrete Protection and Restoration, Inc. July 2012 - January 2013
Morgan Stanley May 2011 - August 2011
College Works Painting February 2010 - August 2010
Skills
SAP, Microsoft Office, Solidworks, CAD
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Civil Engineering
University of Leeds 2011 — 2011
Bachelor of Science (BS), Civil Engineering
The Whiting-Turner Contracting Company May 2013 - Present
Concrete Protection and Restoration, Inc. July 2012 - January 2013
Morgan Stanley May 2011 - August 2011
College Works Painting February 2010 - August 2010
Skills
SAP, Microsoft Office, Solidworks, CAD
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Civil Engineering
University of Leeds 2011 — 2011
Bachelor of Science (BS), Civil Engineering
Nathaniel Renninger's Morgan Stanley Experience August 2012 - June 2013
Job FX Operations Analyst at Barclays
Industry Financial Services
Experience
Barclays June 2013 - Present
Morgan Stanley August 2012 - June 2013
First Potomac Realty Trust June 2012 - August 2012
Pennsylvania Office of Attorney General Bureau of Consumer Protection January 2012 - April 2012
Skills
SharePoint, Analysis, Management, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance, Economics
Barclays June 2013 - Present
Morgan Stanley August 2012 - June 2013
First Potomac Realty Trust June 2012 - August 2012
Pennsylvania Office of Attorney General Bureau of Consumer Protection January 2012 - April 2012
Skills
SharePoint, Analysis, Management, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance, Economics
Laurie Bonchonsky Laurie Bonchonsky's Morgan Stanley Experience August 2012 - August 2014
Job Morgan Stanley Alternative Investments Group Manager
Industry Financial Services
Experience
Morgan Stanley - Alternative Investments Group August 2014 - Present
Morgan Stanley August 2012 - August 2014
Morgan Stanley June 2010 - August 2012
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley - Alternative Investments Group August 2014 - Present
Morgan Stanley August 2012 - August 2014
Morgan Stanley June 2010 - August 2012
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Pete Henson's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Bloomberg L.P.
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Comcast Sportsnet Philadelphia May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Bloomberg Terminal, Supply Chain..., Team Leadership, Time Management, Supply Chain Management, SDC Platinum, Teamwork, DBC, Social Media, English, Windows, Facebook
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, Senior
Morgan Stanley June 2014 - August 2014
Comcast Sportsnet Philadelphia May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Bloomberg Terminal, Supply Chain..., Team Leadership, Time Management, Supply Chain Management, SDC Platinum, Teamwork, DBC, Social Media, English, Windows, Facebook
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, Senior
Elana Dickman's Morgan Stanley Experience May 2012 - August 2012
Job Summer Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
Northeast Development, LLC September 2009 - Present
Boeing September 2015 - September 2015
Deloitte June 2015 - June 2015
Friendly's Ice Cream, LLC May 2014 - August 2014
Women's Theater Company September 2012 - June 2013
Morgan Stanley May 2012 - August 2012
Education
Penn State University 2013 — 2018
Bachelor's degree and Master's Degree, Accounting and Finance, 3.79
Bloomberg LP May 2015 - Present
Northeast Development, LLC September 2009 - Present
Boeing September 2015 - September 2015
Deloitte June 2015 - June 2015
Friendly's Ice Cream, LLC May 2014 - August 2014
Women's Theater Company September 2012 - June 2013
Morgan Stanley May 2012 - August 2012
Education
Penn State University 2013 — 2018
Bachelor's degree and Master's Degree, Accounting and Finance, 3.79
Ahmed Jafar's Morgan Stanley Experience May 1999 - December 1999
Job Project Manager at Dow Jones & Company
Industry Publishing
Experience
Dow Jones & Company September 2004 - Present
Dow Jones & Company January 2002 - September 2004
Dow Jones January 2000 - December 2002
Morgan Stanley May 1999 - December 1999
Skills
Analysis, Data Center, IT Service Management, SDLC, Project Management, Disaster Recovery, Visio, PMP, Auditing, Portfolio Management, Information Technology, Agile Methodologies, Agile Project Management, Leadership, Finance, Scrum, Project Portfolio..., Digital Media, Management, Integration, Financial Analysis, IT Management, Product Management, Software Project..., Program Management, Strategic Partnerships, Business Analysis, IT Audit, Vendor Management, Budgets, Enterprise Architecture, Contract Management, IT Strategy, ITIL, PMO
Education
Penn State University 1995 — 1999
B.S., Management Science & Information Systems
Dow Jones & Company September 2004 - Present
Dow Jones & Company January 2002 - September 2004
Dow Jones January 2000 - December 2002
Morgan Stanley May 1999 - December 1999
Skills
Analysis, Data Center, IT Service Management, SDLC, Project Management, Disaster Recovery, Visio, PMP, Auditing, Portfolio Management, Information Technology, Agile Methodologies, Agile Project Management, Leadership, Finance, Scrum, Project Portfolio..., Digital Media, Management, Integration, Financial Analysis, IT Management, Product Management, Software Project..., Program Management, Strategic Partnerships, Business Analysis, IT Audit, Vendor Management, Budgets, Enterprise Architecture, Contract Management, IT Strategy, ITIL, PMO
Education
Penn State University 1995 — 1999
B.S., Management Science & Information Systems
David Bolger's Morgan Stanley Experience September 2000 - April 2002
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2008 - Present
Wachovia Bank, NA April 2002 - April 2008
Morgan Stanley September 2000 - April 2002
Skills
Securities, Series 7, Series 63, Portfolio Management, Series 6, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Small Business Lending, Retirement, Equities, Mortgage Lending, Loans, Investments, Credit Analysis, Asset Managment
Education
Villanova University 2010 — 2012
MBA
Penn State University 1994 — 1999
B.S., Marketing
Wells Fargo Bank April 2008 - Present
Wachovia Bank, NA April 2002 - April 2008
Morgan Stanley September 2000 - April 2002
Skills
Securities, Series 7, Series 63, Portfolio Management, Series 6, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Small Business Lending, Retirement, Equities, Mortgage Lending, Loans, Investments, Credit Analysis, Asset Managment
Education
Villanova University 2010 — 2012
MBA
Penn State University 1994 — 1999
B.S., Marketing
Angelo Tanzi's Morgan Stanley Experience December 2004 - January 2008
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays September 2009 - Present
Citi November 2008 - August 2009
Lehman Brothers February 2008 - October 2008
Morgan Stanley December 2004 - January 2008
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Barclays September 2009 - Present
Citi November 2008 - August 2009
Lehman Brothers February 2008 - October 2008
Morgan Stanley December 2004 - January 2008
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Deborah Farber Winitch's Morgan Stanley Experience August 2002 - January 2006
Job Manager, Talent Acquisition at BASF
Industry Chemicals
Experience
BASF April 2014 - Present
BASF, The Chemical Company 2006 - Present
BASF January 2012 - April 2014
Morgan Stanley August 2002 - January 2006
UBS 2000 - 2002
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Talent Management, Sourcing, Labor Relations, Executive Search, Hiring, Negotiation, Recruiting, Succession Planning, HR Consulting, Change Management, Organizational..., Training, HR Policies, Personnel Management, New Hire Orientations, Interviews, Employee Engagement, Human Resources, Management, Internet Recruiting, Workforce Planning, Technical Recruiting, Employment Law, Vendor Management, Leadership Development, Process Improvement, Strategy, Leadership, Performance Management, Taleo
Education
Penn State University 1994 — 1998
BASF April 2014 - Present
BASF, The Chemical Company 2006 - Present
BASF January 2012 - April 2014
Morgan Stanley August 2002 - January 2006
UBS 2000 - 2002
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Talent Management, Sourcing, Labor Relations, Executive Search, Hiring, Negotiation, Recruiting, Succession Planning, HR Consulting, Change Management, Organizational..., Training, HR Policies, Personnel Management, New Hire Orientations, Interviews, Employee Engagement, Human Resources, Management, Internet Recruiting, Workforce Planning, Technical Recruiting, Employment Law, Vendor Management, Leadership Development, Process Improvement, Strategy, Leadership, Performance Management, Taleo
Education
Penn State University 1994 — 1998
Dale Murphy's Morgan Stanley Experience January 1998 - April 2003
Job Deposit Operations Trust Manager Ally Bank
Industry Financial Services
Experience
Ally Bank April 2013 - Present
SEI January 2011 - September 2012
Wells Fargo Bank November 2008 - February 2011
Wachovia Securities April 2003 - October 2008
Morgan Stanley January 1998 - April 2003
Joseph Ambler Inn April 1996 - January 1998
Rumtopf Design June 1989 - December 1997
American Red Cross, United Way, Embreeville State Hospital and St. Gabriel's Hall March 1978 - March 1988
Education
Pennsylvania State University, University Park 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Ally Bank April 2013 - Present
SEI January 2011 - September 2012
Wells Fargo Bank November 2008 - February 2011
Wachovia Securities April 2003 - October 2008
Morgan Stanley January 1998 - April 2003
Joseph Ambler Inn April 1996 - January 1998
Rumtopf Design June 1989 - December 1997
American Red Cross, United Way, Embreeville State Hospital and St. Gabriel's Hall March 1978 - March 1988
Education
Pennsylvania State University, University Park 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Michael Jamison, CFA's Morgan Stanley Experience 2006 - 2011
Job Risk Analyst and Natural Gas Scheduler, Freepoint Commodities
Industry Financial Services
Experience
Freepoint Commodities May 2011 - Present
Morgan Stanley 2006 - 2011
Skills
Commodity Risk..., Risk Management, Commodity Markets, Oil & Gas Industry, Natural Gas, Power Trading, Chartered Financial..., Bloomberg, Commodity, Credit Risk, Derivatives, Financial Modeling, Fixed Income, Hedging, Market Risk, Options, Petroleum, Trading Systems, Valuation
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance, International Business
Freepoint Commodities May 2011 - Present
Morgan Stanley 2006 - 2011
Skills
Commodity Risk..., Risk Management, Commodity Markets, Oil & Gas Industry, Natural Gas, Power Trading, Chartered Financial..., Bloomberg, Commodity, Credit Risk, Derivatives, Financial Modeling, Fixed Income, Hedging, Market Risk, Options, Petroleum, Trading Systems, Valuation
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance, International Business
Diane (Elsishans) Paez's Morgan Stanley Experience November 2002 - January 2015
Job Vice President, HR Benefits at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2002 - January 2015
MSC Industrial Supply Co. 2015 - 2015
MSC Industrial Supply Co. 2015 - 2015
Mercer Human Resource Consulting July 1999 - October 2002
Skills
Employee Benefits
Education
Penn State University 1995 — 1999
Morgan Stanley November 2002 - January 2015
MSC Industrial Supply Co. 2015 - 2015
MSC Industrial Supply Co. 2015 - 2015
Mercer Human Resource Consulting July 1999 - October 2002
Skills
Employee Benefits
Education
Penn State University 1995 — 1999
Anthony D'Souza's Morgan Stanley Experience March 2013 - May 2015
Job Vice President
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Morgan Stanley March 2013 - May 2015
Morgan Stanley & Co October 2006 - February 2013
AllianceBernstien LP April 2006 - October 2006
Globix Corporation January 2000 - March 2006
Solectron 2002 - 2004
Skills
Perl, Linux, Solaris, LinkedIn Endorsing, XBox360 Gears of War 3, ETL, Sybase, ITIL Certified, PHP4/5, Tough Mudder, Enterprise Software, PHP, MySQL, SQL, Apache, Autosys, Cloud Computing, Unix, Databases, DB2, ITIL, Enterprise Architecture, Network Administration, Networking, Distributed Systems
Education
Penn State University 1996 — 1999
BS, Operations & Information Systems Management
Bank of America Merrill Lynch May 2015 - Present
Morgan Stanley March 2013 - May 2015
Morgan Stanley & Co October 2006 - February 2013
AllianceBernstien LP April 2006 - October 2006
Globix Corporation January 2000 - March 2006
Solectron 2002 - 2004
Skills
Perl, Linux, Solaris, LinkedIn Endorsing, XBox360 Gears of War 3, ETL, Sybase, ITIL Certified, PHP4/5, Tough Mudder, Enterprise Software, PHP, MySQL, SQL, Apache, Autosys, Cloud Computing, Unix, Databases, DB2, ITIL, Enterprise Architecture, Network Administration, Networking, Distributed Systems
Education
Penn State University 1996 — 1999
BS, Operations & Information Systems Management
Ernie Gomez's Morgan Stanley Experience 2006 - Present
Job Vice President Accounting Client Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Globe Op Financial Services 2002 - 2006
Skills
Hedge Funds, Fund Administration, Accounting, Account Management, Securities, Client Service Oriented
Education
Penn State University 1996 — 2000
Morgan Stanley 2006 - Present
Globe Op Financial Services 2002 - 2006
Skills
Hedge Funds, Fund Administration, Accounting, Account Management, Securities, Client Service Oriented
Education
Penn State University 1996 — 2000
Dalian Yang's Morgan Stanley Experience September 2006 - Present
Job Senior Equity Trading Application Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2006 - Present
BNP Paribas June 2004 - September 2006
JPMorgan Chase May 2002 - June 2004
Verizon January 2000 - April 2002
Dow Jones February 1998 - January 2000
CyLogix July 1997 - February 1998
FNX Limited May 1996 - July 1997
Skills
Sybase, Equity Trading, FX Options, Trading Systems, Asset Management, Business Analysis, Java Enterprise Edition, Equities, Software Development, Electronic Trading
Education
Penn State University
MS, Physics
Temple University
MS, Computer Science
Xi'an Jiaotong University
MS, Electric Engineering
Morgan Stanley September 2006 - Present
BNP Paribas June 2004 - September 2006
JPMorgan Chase May 2002 - June 2004
Verizon January 2000 - April 2002
Dow Jones February 1998 - January 2000
CyLogix July 1997 - February 1998
FNX Limited May 1996 - July 1997
Skills
Sybase, Equity Trading, FX Options, Trading Systems, Asset Management, Business Analysis, Java Enterprise Edition, Equities, Software Development, Electronic Trading
Education
Penn State University
MS, Physics
Temple University
MS, Computer Science
Xi'an Jiaotong University
MS, Electric Engineering
Dana Christ's Morgan Stanley Experience August 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Credit-Suisse December 2007 - August 2013
JPMorgan Chase November 2003 - December 2007
Citigroup Private Bank 1999 - 2004
Education
Penn State University 1996 — 1998
MBA, Finance
Penn State University 1990 — 1994
Morgan Stanley August 2013 - Present
Credit-Suisse December 2007 - August 2013
JPMorgan Chase November 2003 - December 2007
Citigroup Private Bank 1999 - 2004
Education
Penn State University 1996 — 1998
MBA, Finance
Penn State University 1990 — 1994
Jonathan Eng's Morgan Stanley Experience March 2010 - March 2012
Job Senior Manager at Amplify
Industry Financial Services
Experience
Amplify September 2014 - July 2015
Neuberger Berman March 2012 - September 2014
Morgan Stanley March 2010 - March 2012
Morgan Stanley May 2008 - March 2010
Morgan Stanley January 2007 - May 2008
Johnson & Johnson December 2005 - August 2006
Skills
Financial Modeling, Financial Reporting, Financial Forecasting, VBA, Risk Management, SAP, Financial Planning &..., Revenue Forecasting, Business Objects, Cash Flow Forecasting, Microsoft Excel, Budget Process, Business Planning, Business Strategy, Strategic Financial..., Asset Management, SQL, Liquidity Analysis, Regulatory Capital, Backtesting, College Recruiting, Project Management, Finance
Education
Penn State University 2003 — 2006
BS, Finance
Amplify September 2014 - July 2015
Neuberger Berman March 2012 - September 2014
Morgan Stanley March 2010 - March 2012
Morgan Stanley May 2008 - March 2010
Morgan Stanley January 2007 - May 2008
Johnson & Johnson December 2005 - August 2006
Skills
Financial Modeling, Financial Reporting, Financial Forecasting, VBA, Risk Management, SAP, Financial Planning &..., Revenue Forecasting, Business Objects, Cash Flow Forecasting, Microsoft Excel, Budget Process, Business Planning, Business Strategy, Strategic Financial..., Asset Management, SQL, Liquidity Analysis, Regulatory Capital, Backtesting, College Recruiting, Project Management, Finance
Education
Penn State University 2003 — 2006
BS, Finance
Brian Rolfe's Morgan Stanley Experience Director of Corporate CommunicationsCNET NetworksAugust 1998 - April 2001
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Director of Corporate CommunicationsCNET NetworksAugust 1998 - April 2001
mySimon.com August 1998 - April 2001
Niehaus Ryan Wong (NRW) 1996 - 1998
Education
Penn State University 1989 — 1993
Morgan Stanley Director of Corporate CommunicationsCNET NetworksAugust 1998 - April 2001
mySimon.com August 1998 - April 2001
Niehaus Ryan Wong (NRW) 1996 - 1998
Education
Penn State University 1989 — 1993
Joe Shultz's Morgan Stanley Experience January 2000 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2000 - March 2008
Philadelphia Stock Exchange June 1996 - February 2000
Education
Penn State University 2005 — 2006
Morgan Stanley January 2000 - March 2008
Philadelphia Stock Exchange June 1996 - February 2000
Education
Penn State University 2005 — 2006
Jeff Bernal's Morgan Stanley Experience October 1997 - 2007
Job Associate Director, Compensation & Benefits at WebMD
Industry Human Resources
Experience
WebMD March 2015 - Present
WebMD December 2011 - March 2015
WebMD August 2011 - December 2011
Lifetime Brands, Inc. May 2007 - 2011
Morgan Stanley October 1997 - 2007
Deloitte & Touche July 1995 - October 1997
Touche Ross July 1995 - October 1997
Deloitte Consulting July 1995 - October 1997
Skills
Benefits Management, Employee Benefits Design, Certified Benefits..., Certified Compensation..., Job Pricing, Salary Review, Vendor Management..., Pension Administration, Human Resources, Employee Benefits, Deferred Compensation, Executive Pay, CCP, Benefits Administration, FMLA
Education
Penn State University 1991 — 1995
BS, Actuarial Science
Archbishop Molloy 1987 — 1991
WebMD March 2015 - Present
WebMD December 2011 - March 2015
WebMD August 2011 - December 2011
Lifetime Brands, Inc. May 2007 - 2011
Morgan Stanley October 1997 - 2007
Deloitte & Touche July 1995 - October 1997
Touche Ross July 1995 - October 1997
Deloitte Consulting July 1995 - October 1997
Skills
Benefits Management, Employee Benefits Design, Certified Benefits..., Certified Compensation..., Job Pricing, Salary Review, Vendor Management..., Pension Administration, Human Resources, Employee Benefits, Deferred Compensation, Executive Pay, CCP, Benefits Administration, FMLA
Education
Penn State University 1991 — 1995
BS, Actuarial Science
Archbishop Molloy 1987 — 1991
Michael Karwic, CFP® AEP®'s Morgan Stanley Experience February 2005 - November 2011
Job Helping People Navigate Critical Life Events | Investment Management | 401(k) Roll Over | Retirement Income Planning
Industry Investment Management
Experience
Iron Valley Wealth Management November 2011 - Present
Sudden Money Institute January 2009 - Present
Morgan Stanley February 2005 - November 2011
Merrill Lynch Investment Managers 1997 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Strategic Financial..., Asset Managment, Retirement, Estate Planning, Windfall Wealth Planning, Sudden Wealth Advanced...
Education
Pennsylvania State University, Smeal College of Business - MBA 1995 — 1997
MBA, Finance and Marketing
Penn State University 1988 — 1991
Bachelor of Science
Iron Valley Wealth Management November 2011 - Present
Sudden Money Institute January 2009 - Present
Morgan Stanley February 2005 - November 2011
Merrill Lynch Investment Managers 1997 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Strategic Financial..., Asset Managment, Retirement, Estate Planning, Windfall Wealth Planning, Sudden Wealth Advanced...
Education
Pennsylvania State University, Smeal College of Business - MBA 1995 — 1997
MBA, Finance and Marketing
Penn State University 1988 — 1991
Bachelor of Science
Allana Hartung's Morgan Stanley Experience 2002 - 2003
Job Commercial Relationship Manager
Industry Banking
Experience
Kish Bank August 2004 - Present
Donegal Insurance Group June 2003 - July 2004
Morgan Stanley 2002 - 2003
Kimberly-Clark June 2001 - August 2002
Skills
Insurance, Risk Management, Underwriting, Analysis, Budgeting, Excel, Strategic Planning, Economics, Financial Analysis, Budgets, Team Leadership, Investments, Portfolio Management, Financial Modeling, Banking, Marketing, Financial Risk, Commercial Banking, Commercial Lending, Finance, Microsoft Office, Management
Education
Penn State University 1997 — 2001
B.S, Finance, Economics
Kish Bank August 2004 - Present
Donegal Insurance Group June 2003 - July 2004
Morgan Stanley 2002 - 2003
Kimberly-Clark June 2001 - August 2002
Skills
Insurance, Risk Management, Underwriting, Analysis, Budgeting, Excel, Strategic Planning, Economics, Financial Analysis, Budgets, Team Leadership, Investments, Portfolio Management, Financial Modeling, Banking, Marketing, Financial Risk, Commercial Banking, Commercial Lending, Finance, Microsoft Office, Management
Education
Penn State University 1997 — 2001
B.S, Finance, Economics
Todd Feldman, CFP®'s Morgan Stanley Experience August 1996 - December 2002
Job LPL Financial Advisor at Sandy Spring Wealth Management
Industry Financial Services
Experience
located at Sandy Spring Bank December 2012 - Present
Professional Partnership March 2004 - December 2012
Banc of America Investment Services March 2003 - March 2004
Morgan Stanley August 1996 - December 2002
Skills
Executive Sales, Affluent Marketing, Affluent Sales, B2B services, B2C Sales, Financial Services, Intangible Sales, Training & Development, Solutions Selling, Strategic Partnerships, New Business Development, Group Presentations, Sales, Solution Selling, Employee Training, Retail, B2B, Finance, Estate Planning
Education
Penn State University 1991 — 1995
B.S., Finance
located at Sandy Spring Bank December 2012 - Present
Professional Partnership March 2004 - December 2012
Banc of America Investment Services March 2003 - March 2004
Morgan Stanley August 1996 - December 2002
Skills
Executive Sales, Affluent Marketing, Affluent Sales, B2B services, B2C Sales, Financial Services, Intangible Sales, Training & Development, Solutions Selling, Strategic Partnerships, New Business Development, Group Presentations, Sales, Solution Selling, Employee Training, Retail, B2B, Finance, Estate Planning
Education
Penn State University 1991 — 1995
B.S., Finance
Henry Sotelo's Morgan Stanley Experience 2007 - 2008
Job Project Manager at GE Healthcare
Industry Financial Services
Experience
GE Healthcare September 2013 - Present
Verisk Analytics October 2012 - September 2013
New York Life 2009 - October 2012
New York Life 2008 - 2009
Morgan Stanley 2007 - 2008
GE Commercial Finance 2005 - 2006
Skills
Customer Service, Risk Management, Business Analysis, Project Management, Program Management, Enterprise Architecture, Visio, SDLC, Business Development, Process Improvement, Vendor Management, IT Strategy, PMO, Project Portfolio...
Education
Penn State University 2003 — 2007
B.S., Information Sciences and Technology
GE Healthcare September 2013 - Present
Verisk Analytics October 2012 - September 2013
New York Life 2009 - October 2012
New York Life 2008 - 2009
Morgan Stanley 2007 - 2008
GE Commercial Finance 2005 - 2006
Skills
Customer Service, Risk Management, Business Analysis, Project Management, Program Management, Enterprise Architecture, Visio, SDLC, Business Development, Process Improvement, Vendor Management, IT Strategy, PMO, Project Portfolio...
Education
Penn State University 2003 — 2007
B.S., Information Sciences and Technology
Lee Ann Stecko's Morgan Stanley Experience 2008 - August 2009
Job Project Manager, Business Transformation at CareFusion
Industry Medical Devices
Experience
CareFusion October 2013 - Present
CareFusion January 2013 - October 2013
CareFusion October 2012 - February 2013
CareFusion January 2012 - October 2012
CareFusion August 2011 - January 2012
CareFusion November 2009 - August 2011
Morgan Stanley 2008 - August 2009
Morgan Stanley May 2006 - August 2009
Morgan Stanley 2006 - 2008
Skills
Financial Analysis, Equities, Bloomberg, Data Analysis, Risk Management, SAP, Business Analysis, Fixed Income, Microsoft Excel, Accounting, Sarbanes-Oxley Act, Analytics, Process Improvement, Financial Services, Management, Leadership, Investments, Program Management, Analysis, Forecasting, Cross-functional Team..., Project Management
Education
Penn State University 2002 — 2006
BA, Marketing
CareFusion October 2013 - Present
CareFusion January 2013 - October 2013
CareFusion October 2012 - February 2013
CareFusion January 2012 - October 2012
CareFusion August 2011 - January 2012
CareFusion November 2009 - August 2011
Morgan Stanley 2008 - August 2009
Morgan Stanley May 2006 - August 2009
Morgan Stanley 2006 - 2008
Skills
Financial Analysis, Equities, Bloomberg, Data Analysis, Risk Management, SAP, Business Analysis, Fixed Income, Microsoft Excel, Accounting, Sarbanes-Oxley Act, Analytics, Process Improvement, Financial Services, Management, Leadership, Investments, Program Management, Analysis, Forecasting, Cross-functional Team..., Project Management
Education
Penn State University 2002 — 2006
BA, Marketing
Bob Da Frota's Morgan Stanley Experience July 1999 - March 2005
Job President at RDF Financial Services
Industry Financial Services
Experience
RDF Financial Services May 2005 - Present
Priroria 2001 - 2011
Southwest Florida Community Foundation 1989 - 2011
Center for Spiritual Living CC 2009 - 2010
Management Accounting Services 1989 - 2009
Morgan Stanley July 1999 - March 2005
SW FL Hispanic Chamber 1987 - 1989
Skills
Financial Planning, Strategic Planning, Investments, Retirement, Estate Planning, Wealth Management, Long Term Care, Insurance, Annuities, Retirement Planning, Asset Management, Small Business, Insurance Planning, Disability Insurance, Health Insurance, Wealth, Mutual Funds, Portfolio Management, Term Life Insurance, Financial Analysis, Employee Benefits, Risk Management, New Business Development, 401k, Business Planning, Accounting, Public Speaking, Budgeting, Investment Advisory, Asset Allocation, Financial Advisory, Strategic Financial..., Financial Planners, Business, Life Insurance, Finance, Underwriting, Long-term Care, Fixed Annuities
Education
Penn State University
BA, Economics
RDF Financial Services May 2005 - Present
Priroria 2001 - 2011
Southwest Florida Community Foundation 1989 - 2011
Center for Spiritual Living CC 2009 - 2010
Management Accounting Services 1989 - 2009
Morgan Stanley July 1999 - March 2005
SW FL Hispanic Chamber 1987 - 1989
Skills
Financial Planning, Strategic Planning, Investments, Retirement, Estate Planning, Wealth Management, Long Term Care, Insurance, Annuities, Retirement Planning, Asset Management, Small Business, Insurance Planning, Disability Insurance, Health Insurance, Wealth, Mutual Funds, Portfolio Management, Term Life Insurance, Financial Analysis, Employee Benefits, Risk Management, New Business Development, 401k, Business Planning, Accounting, Public Speaking, Budgeting, Investment Advisory, Asset Allocation, Financial Advisory, Strategic Financial..., Financial Planners, Business, Life Insurance, Finance, Underwriting, Long-term Care, Fixed Annuities
Education
Penn State University
BA, Economics
Cory Ewart's Morgan Stanley Experience July 2006 - August 2007
Job Assistant Controller at E. E. Powell & Company Inc.
Industry Financial Services
Experience
E. E. Powell & Company Inc. September 2007 - Present
Morgan Stanley July 2006 - August 2007
Skills
Series 7, Microsoft Excel, Equities
Education
Penn State University 2002 — 2006
BA, Finance
E. E. Powell & Company Inc. September 2007 - Present
Morgan Stanley July 2006 - August 2007
Skills
Series 7, Microsoft Excel, Equities
Education
Penn State University 2002 — 2006
BA, Finance
Heather Laubscher's Morgan Stanley Experience September 2009 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Education
Penn State University 2004 — 2008
BS, Supply Chain Management
Morgan Stanley September 2009 - Present
Education
Penn State University 2004 — 2008
BS, Supply Chain Management
Samuel Weitzman, CFA's Morgan Stanley Experience June 2009 - September 2011
Job Municipal Product Associate at PIMCO
Industry Financial Services
Experience
PIMCO September 2011 - Present
Morgan Stanley June 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Series 7, Series 66, Series 3, Fixed Income, Bloomberg, Capital Markets, Asset Management, Uniform Combined State..., Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
IES Rome 2008 — 2008
Penn State University
Bachelor of Science
PIMCO September 2011 - Present
Morgan Stanley June 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Series 7, Series 66, Series 3, Fixed Income, Bloomberg, Capital Markets, Asset Management, Uniform Combined State..., Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
IES Rome 2008 — 2008
Penn State University
Bachelor of Science
gregg erspamer's Morgan Stanley Experience May 2010 - Present
Job Morgan Stanley, Head of Americas ETF Trading, Director
Industry Investment Banking
Experience
Morgan Stanley May 2010 - Present
Citigroup March 2009 - May 2010
Banc of America Securities June 2004 - January 2009
Skills
ETFs, Trading, Arbitrage, Equities, Fixed Income, Index Arbitrage, Swaps
Education
Penn State University 2000 — 2004
Bachelor's Degree, Finance & International Business, Economics
Morgan Stanley May 2010 - Present
Citigroup March 2009 - May 2010
Banc of America Securities June 2004 - January 2009
Skills
ETFs, Trading, Arbitrage, Equities, Fixed Income, Index Arbitrage, Swaps
Education
Penn State University 2000 — 2004
Bachelor's Degree, Finance & International Business, Economics
Ryan Gardrvits's Morgan Stanley Experience August 2010 - Present
Job at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley August 2010 - Present
Morgan Stanley February 2007 - July 2010
CA April 2005 - February 2007
Skills
Vendor Management, PeopleSoft
Education
University of Connecticut 2000 — 2004
BA, Psychology
Penn State University
Master of Supply Chain Management
Morgan Stanley August 2010 - Present
Morgan Stanley February 2007 - July 2010
CA April 2005 - February 2007
Skills
Vendor Management, PeopleSoft
Education
University of Connecticut 2000 — 2004
BA, Psychology
Penn State University
Master of Supply Chain Management
Chris Nagle's Morgan Stanley Experience November 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley November 2007 - Present
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Portfolio Management
Education
Penn State University 1995 — 1999
Morgan Stanley November 2007 - Present
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Portfolio Management
Education
Penn State University 1995 — 1999
Nicholas Nosel's Morgan Stanley Experience June 2004 - August 2004
Job
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
HSBC January 2014 - July 2014
Citi July 2012 - May 2013
Federal Reserve Bank of New York March 2011 - June 2012
JPMorgan Chase November 2010 - February 2011
Bank of New York Mellon December 2009 - June 2010
CBA Group, Inc December 2006 - December 2009
Morgan Stanley June 2004 - August 2004
Skills
Business Objects, Microsoft Excel, Pivot Tables, VBA, Financial Reporting, Financial Modeling, Bloomberg, Relational Databases, CA Clarity, Data Analysis, Access, Financial Analysis, Summit, Vlookup, SQL, Capital Budgeting, Project Finance, Private Equity, Portfolio Management, Fixed Income, Derivatives, Business Analysis, Management, Valuation, Finance, Microsoft Office, Analysis
Education
Penn State University 2002 — 2006
BS, Actuarial Science
New York Life Insurance Company September 2014 - Present
HSBC January 2014 - July 2014
Citi July 2012 - May 2013
Federal Reserve Bank of New York March 2011 - June 2012
JPMorgan Chase November 2010 - February 2011
Bank of New York Mellon December 2009 - June 2010
CBA Group, Inc December 2006 - December 2009
Morgan Stanley June 2004 - August 2004
Skills
Business Objects, Microsoft Excel, Pivot Tables, VBA, Financial Reporting, Financial Modeling, Bloomberg, Relational Databases, CA Clarity, Data Analysis, Access, Financial Analysis, Summit, Vlookup, SQL, Capital Budgeting, Project Finance, Private Equity, Portfolio Management, Fixed Income, Derivatives, Business Analysis, Management, Valuation, Finance, Microsoft Office, Analysis
Education
Penn State University 2002 — 2006
BS, Actuarial Science
Al Engel's Morgan Stanley Experience 2006 - 2008
Job Principal at Al Engel Consulting
Industry Transportation/Trucking/Railroad
Experience
Al Engel Consulting 2006 - Present
Amtrak 2010 - 2011
AECOM May 2009 - October 2010
Morgan Stanley 2006 - 2008
SYSTRA USA, Inc. January 1991 - March 2006
Skills
Executive Management, Public Transportation..., High Speed Rail..., Transportation Planning, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Project Management, PowerPoint, Public Speaking, High Speed Rail, Public Transport, Infrastructure, Management, Project Planning, Transportation, Technology, Change Management, Rail, Railway, Leadership, Program Management, Contract Negotiation, Analysis, Operations Management
Education
Penn State University
Bachelor of Science (BS), Electrical and Electronics Engineering
Penn State University - Behrend Campus Engineering Graduate Program
Engineering/Industrial Management
Al Engel Consulting 2006 - Present
Amtrak 2010 - 2011
AECOM May 2009 - October 2010
Morgan Stanley 2006 - 2008
SYSTRA USA, Inc. January 1991 - March 2006
Skills
Executive Management, Public Transportation..., High Speed Rail..., Transportation Planning, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Project Management, PowerPoint, Public Speaking, High Speed Rail, Public Transport, Infrastructure, Management, Project Planning, Transportation, Technology, Change Management, Rail, Railway, Leadership, Program Management, Contract Negotiation, Analysis, Operations Management
Education
Penn State University
Bachelor of Science (BS), Electrical and Electronics Engineering
Penn State University - Behrend Campus Engineering Graduate Program
Engineering/Industrial Management
Nick Soonthornchai's Morgan Stanley Experience August 2000 - August 2003
Job Senior Manager, Financial Planning & Analysis at Zoetis
Industry Pharmaceuticals
Experience
Zoetis November 2012 - Present
Pfizer July 2009 - November 2012
Penn State University August 2007 - July 2009
Pfizer Pharmaceuticals May 2008 - August 2008
Infiinty Ventures Ltd, dba "Wireless Zone" September 2003 - September 2006
Morgan Stanley August 2000 - August 2003
Skills
Financial Modeling, Pricing, Strategic Planning, Planning, Analysis, Hyperion Planning, Essbase, Business Planning, Strategic Financial..., Finance, Corporate Finance, Business Development, Management
Education
Penn State University 2007 — 2009
Master of Business Administration, Finance & Marketing 8/2007
University of Virginia 1996 — 2000
Bachelor of Arts, Economics
Zoetis November 2012 - Present
Pfizer July 2009 - November 2012
Penn State University August 2007 - July 2009
Pfizer Pharmaceuticals May 2008 - August 2008
Infiinty Ventures Ltd, dba "Wireless Zone" September 2003 - September 2006
Morgan Stanley August 2000 - August 2003
Skills
Financial Modeling, Pricing, Strategic Planning, Planning, Analysis, Hyperion Planning, Essbase, Business Planning, Strategic Financial..., Finance, Corporate Finance, Business Development, Management
Education
Penn State University 2007 — 2009
Master of Business Administration, Finance & Marketing 8/2007
University of Virginia 1996 — 2000
Bachelor of Arts, Economics
Don Chin's Morgan Stanley Experience November 1999 - September 2005
Job Financial Services Professional
Industry Investment Banking
Experience
Credit Suisse First Boston October 2008 - December 2008
Royal Bank Canada March 2008 - July 2008
UBS Investment Bank July 2006 - December 2007
Main Stay Investments October 2005 - June 2006
Morgan Stanley November 1999 - September 2005
Goldman Sachs September 1998 - November 1999
Education
Penn State University
Bachelor, Marketing
Credit Suisse First Boston October 2008 - December 2008
Royal Bank Canada March 2008 - July 2008
UBS Investment Bank July 2006 - December 2007
Main Stay Investments October 2005 - June 2006
Morgan Stanley November 1999 - September 2005
Goldman Sachs September 1998 - November 1999
Education
Penn State University
Bachelor, Marketing
Emmanuel Bruno's Morgan Stanley Experience 2004 - 2006
Job Founder & CEO of Weno, LLC
Industry Consumer Services
Experience
Weno, LLC December 2006 - Present
Deutsche Bank May 2007 - May 2009
myMuze Incorporated 2009 - 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley 2004 - 2006
Education
Penn State University 2001 — 2005
BA, Accounting
Weno, LLC December 2006 - Present
Deutsche Bank May 2007 - May 2009
myMuze Incorporated 2009 - 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley 2004 - 2006
Education
Penn State University 2001 — 2005
BA, Accounting
David Polansky's Morgan Stanley Experience 1998 - 2000
Job Experienced Sales Management Executive
Industry Financial Services
Experience
BNY Mellon July 2013 - December 2014
BNY Mellon March 2013 - July 2013
BNY Mellon January 2012 - March 2013
BNY Mellon May 2010 - December 2011
US Trust January 2008 - March 2009
JPMorgan Chase March 2000 - March 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1997
Accenture 1987 - 1990
Accenture 1987 - 1990
Skills
Wealth Management, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Fixed Income, Alternative Investments, Management, Hedge Funds, New Business Development, Leadership, Equities, Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Capital Markets
Education
Penn State University 1985 — 1987
MBA, Finance
University of Connecticut 1981 — 1985
BS, Agricultural Engineering
BNY Mellon July 2013 - December 2014
BNY Mellon March 2013 - July 2013
BNY Mellon January 2012 - March 2013
BNY Mellon May 2010 - December 2011
US Trust January 2008 - March 2009
JPMorgan Chase March 2000 - March 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1997
Accenture 1987 - 1990
Accenture 1987 - 1990
Skills
Wealth Management, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Fixed Income, Alternative Investments, Management, Hedge Funds, New Business Development, Leadership, Equities, Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Capital Markets
Education
Penn State University 1985 — 1987
MBA, Finance
University of Connecticut 1981 — 1985
BS, Agricultural Engineering
Charles Nangeroni's Morgan Stanley Experience April 2012 - August 2013
Job Investment Bank Financial Control
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Morgan Stanley April 2012 - August 2013
T. Rowe Price July 2010 - April 2012
Blue Heron Research Partners May 2009 - August 2009
Skills
Mutual Funds, Microsoft Office, Data Analysis, Fixed Income, Microsoft Excel, Investments, Research, Asset Allocation, Financial Analysis, Microsoft Word, Portfolio Management, Financial Controlling
Education
Penn State University 2006 — 2010
Bachelor's Degree
JPMorgan Chase August 2013 - Present
Morgan Stanley April 2012 - August 2013
T. Rowe Price July 2010 - April 2012
Blue Heron Research Partners May 2009 - August 2009
Skills
Mutual Funds, Microsoft Office, Data Analysis, Fixed Income, Microsoft Excel, Investments, Research, Asset Allocation, Financial Analysis, Microsoft Word, Portfolio Management, Financial Controlling
Education
Penn State University 2006 — 2010
Bachelor's Degree
emmanuel bruno's Morgan Stanley Experience November 2004 - April 2006
Job strategic alliance director at impact republic
Industry Investment Management
Experience
Impact Republic August 2013 - Present
JPMorgan Chase November 2011 - May 2013
Weno, LLC November 2011 - May 2013
myMuze Incorporated August 2009 - September 2011
Deutsche Bank May 2007 - May 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley November 2004 - April 2006
Skills
Marketing, Hedge Funds, Management, CRM, Leadership, Finance, Recruiting, Banking, Investments, Sales, Project Planning, Financial Services, Time Management, Fundraising, Human Resources, Investment Banking, Customer Satisfaction, Mergers & Acquisitions, Strategy, Trading, Retail, Start-ups, Marketing Strategy, Social Media Marketing, Market Research, Business Development, Business Planning, Customer Service, Social Networking, Project Management
Education
Penn State University 2001 — 2005
Bachelor's degree, Accounting and Finance, 3.63
Impact Republic August 2013 - Present
JPMorgan Chase November 2011 - May 2013
Weno, LLC November 2011 - May 2013
myMuze Incorporated August 2009 - September 2011
Deutsche Bank May 2007 - May 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley November 2004 - April 2006
Skills
Marketing, Hedge Funds, Management, CRM, Leadership, Finance, Recruiting, Banking, Investments, Sales, Project Planning, Financial Services, Time Management, Fundraising, Human Resources, Investment Banking, Customer Satisfaction, Mergers & Acquisitions, Strategy, Trading, Retail, Start-ups, Marketing Strategy, Social Media Marketing, Market Research, Business Development, Business Planning, Customer Service, Social Networking, Project Management
Education
Penn State University 2001 — 2005
Bachelor's degree, Accounting and Finance, 3.63
Anthony Paciente's Morgan Stanley Experience Capital Markets Accounting ManagerCapmarkMay 2003 - December 2006
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Capital Markets Accounting ManagerCapmarkMay 2003 - December 2006
Education
Penn State University
BS, Economics
Morgan Stanley Capital Markets Accounting ManagerCapmarkMay 2003 - December 2006
Education
Penn State University
BS, Economics
Les Vital's Morgan Stanley Experience March 2004 - March 2006
Job Project Manager at Paladyne Systems, Inc.
Industry Computer Software
Experience
Paladyne Systems, Inc. August 2010 - Present
Eze Castle Software July 2008 - January 2010
Eze Castle Software March 2006 - July 2008
Morgan Stanley March 2004 - March 2006
Morgan Stanley Dean Witter June 2002 - March 2004
Skills
Project Management, Software Implementation, Business Development, Hedge Funds, Equities, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Risk Management, Derivatives, Business Analysis, Alternative Investments
Education
Penn State University 1997 — 2001
Business Logistics
London School of Photography
Paladyne Systems, Inc. August 2010 - Present
Eze Castle Software July 2008 - January 2010
Eze Castle Software March 2006 - July 2008
Morgan Stanley March 2004 - March 2006
Morgan Stanley Dean Witter June 2002 - March 2004
Skills
Project Management, Software Implementation, Business Development, Hedge Funds, Equities, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Risk Management, Derivatives, Business Analysis, Alternative Investments
Education
Penn State University 1997 — 2001
Business Logistics
London School of Photography
Marybeth Swisher's Morgan Stanley Experience 2002 - 2005
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Ian Oliner's Morgan Stanley Experience October 2012 - July 2014
Job Alternative Asset and Pricing Specialist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory July 2014 - Present
Morgan Stanley October 2012 - July 2014
T. Rowe Price January 2012 - September 2012
T. Rowe Price September 2010 - January 2012
Skills
Securities, Investments, Mutual Funds, Fixed Income, Retail Banking, Financial Analysis, Financial Services, Hedge Funds, Microsoft Excel, Finance, Equities
Education
Penn State University 2006 — 2010
Bachelor of Science, Economics
Brown Advisory July 2014 - Present
Morgan Stanley October 2012 - July 2014
T. Rowe Price January 2012 - September 2012
T. Rowe Price September 2010 - January 2012
Skills
Securities, Investments, Mutual Funds, Fixed Income, Retail Banking, Financial Analysis, Financial Services, Hedge Funds, Microsoft Excel, Finance, Equities
Education
Penn State University 2006 — 2010
Bachelor of Science, Economics
Aly Crowley's Morgan Stanley Experience May 2010 - August 2010
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton October 2014 - Present
Deloitte August 2012 - September 2014
Deloitte Consulting May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Johnson & Johnson June 2009 - December 2009
The Pragma Corporation 2007 - 2008
Skills
Data Analysis, Financial Modeling, Corporate Finance, Valuation, Management Consulting, Business Analysis, Financial Analysis, Analysis, Analytics, Strategy, Business Process..., Competitive Analysis, Economics, Business Strategy, Finance, Market Research, Due Diligence, Market Analysis, Financial Reporting, Forecasting, Risk Management, Business Planning, Entrepreneurship, Mergers & Acquisitions, Quantitative Analytics
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics, Summa Cum Laude
TASIS 2005 — 2007
International Baccalaureate Diploma, HL A-1 English, HL Biology, HL European History, SL Math Studies, SL Italian Ab Inizio, SL French
Booz Allen Hamilton October 2014 - Present
Deloitte August 2012 - September 2014
Deloitte Consulting May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Johnson & Johnson June 2009 - December 2009
The Pragma Corporation 2007 - 2008
Skills
Data Analysis, Financial Modeling, Corporate Finance, Valuation, Management Consulting, Business Analysis, Financial Analysis, Analysis, Analytics, Strategy, Business Process..., Competitive Analysis, Economics, Business Strategy, Finance, Market Research, Due Diligence, Market Analysis, Financial Reporting, Forecasting, Risk Management, Business Planning, Entrepreneurship, Mergers & Acquisitions, Quantitative Analytics
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance and Economics, Summa Cum Laude
TASIS 2005 — 2007
International Baccalaureate Diploma, HL A-1 English, HL Biology, HL European History, SL Math Studies, SL Italian Ab Inizio, SL French
Chris Phifer's Morgan Stanley Experience March 2013 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley June 2010 - March 2013
Skills
Equity Research, Financial Modeling, Valuation, Credit Risk, Fixed Income, Portfolio Management, Bloomberg
Education
Penn State University 2006 — 2010
Finance
Morgan Stanley March 2013 - Present
Morgan Stanley June 2010 - March 2013
Skills
Equity Research, Financial Modeling, Valuation, Credit Risk, Fixed Income, Portfolio Management, Bloomberg
Education
Penn State University 2006 — 2010
Finance
Rachel Jemison's Morgan Stanley Experience June 2004 - March 2007
Job Human Resources Assistant at Greenberg Traurig, LLP
Industry Legal Services
Experience
Greenberg Traurig, LLP November 2014 - Present
Morgan Stanley June 2004 - March 2007
Morgan Stanley March 2002 - June 2004
Education
Penn State University 1996 — 2000
BS, Marketing and International Business
Greenberg Traurig, LLP November 2014 - Present
Morgan Stanley June 2004 - March 2007
Morgan Stanley March 2002 - June 2004
Education
Penn State University 1996 — 2000
BS, Marketing and International Business
Amanda Cozzolino's Morgan Stanley Experience March 2009 - April 2012
Job Trade Surveillance Compliance Officer at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2011 - Present
Morgan Stanley March 2009 - April 2012
Morgan Stanley October 2007 - March 2009
Education
Penn State University 2000 — 2004
BA, Political Science
UBS Investment Bank April 2011 - Present
Morgan Stanley March 2009 - April 2012
Morgan Stanley October 2007 - March 2009
Education
Penn State University 2000 — 2004
BA, Political Science
Chongbo Ethan You's Morgan Stanley Experience May 2012 - 2012
Job FSO Staff/Assistant at EY
Industry Financial Services
Experience
EY October 2014 - Present
EY January 2014 - April 2014
CDH Investments May 2013 - August 2013
Penn State Chinese Students and Scholars Association October 2011 - January 2013
Penn State Investment Association October 2011 - December 2012
Wall Street Boot Camp January 2012 - May 2012
Morgan Stanley May 2012 - 2012
China Hua Xia Bank Company July 2011 - August 2011
Skills
Microsoft Excel, Chinese, Bloomberg Software, FactSet Research System, Analysis, Finance, Bloomberg, Investments, Portfolio Management, Management, Research, Budgets, CRM, Credit, Statistics, Trading, Mutual Funds, Financial Services, Financial Modeling, Ex, VBA, Vlookup, Financial Analysis, Microsoft Office
Education
Penn State University 2013 — 2014
Master's degree, Accounting
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
EY October 2014 - Present
EY January 2014 - April 2014
CDH Investments May 2013 - August 2013
Penn State Chinese Students and Scholars Association October 2011 - January 2013
Penn State Investment Association October 2011 - December 2012
Wall Street Boot Camp January 2012 - May 2012
Morgan Stanley May 2012 - 2012
China Hua Xia Bank Company July 2011 - August 2011
Skills
Microsoft Excel, Chinese, Bloomberg Software, FactSet Research System, Analysis, Finance, Bloomberg, Investments, Portfolio Management, Management, Research, Budgets, CRM, Credit, Statistics, Trading, Mutual Funds, Financial Services, Financial Modeling, Ex, VBA, Vlookup, Financial Analysis, Microsoft Office
Education
Penn State University 2013 — 2014
Master's degree, Accounting
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Matt Fielding's Morgan Stanley Experience February 2007 - July 2008
Job Due Diligence Portfolio Manager at SingleSource Property Solutions LLC
Industry Real Estate
Experience
SingleSource Property Solutions LLC July 2008 - Present
Morgan Stanley February 2007 - July 2008
Lydian Trust July 2004 - February 2007
Lydian Data Services 2004 - 2006
Education
Penn State University
University of Pittsburgh
SingleSource Property Solutions LLC July 2008 - Present
Morgan Stanley February 2007 - July 2008
Lydian Trust July 2004 - February 2007
Lydian Data Services 2004 - 2006
Education
Penn State University
University of Pittsburgh
Angelique (Gilkin) Orbach's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2012 - June 2015
Crystal Castle Publishing September 2009 - 2015
UBS Wealth Management April 2005 - July 2012
Skills
Publishing, Social Media, Public Relations, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Creative Writing, Investments
Education
Penn State University 1989 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric
Upper Darby High
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2012 - June 2015
Crystal Castle Publishing September 2009 - 2015
UBS Wealth Management April 2005 - July 2012
Skills
Publishing, Social Media, Public Relations, Social Media Marketing, Editing, Public Speaking, Marketing Communications, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Creative Writing, Investments
Education
Penn State University 1989 — 1993
Bachelor of Arts (BA), Speech Communication and Rhetoric
Upper Darby High
G. Michael Llewellyn III's Morgan Stanley Experience April 2012 - February 2013
Job Senior Financial Analyst at Eastern Atlantic
Industry Financial Services
Experience
Eastern Atlantic June 2015 - Present
Agile Equity December 2014 - June 2015
University of Miami August 2013 - May 2015
Cassel Salpeter & Co. May 2014 - August 2014
Agile Equity November 2013 - May 2014
Morgan Stanley April 2012 - February 2013
Morgan Stanley January 2011 - April 2012
Morgan Stanley November 2008 - January 2011
Morgan Stanley 2007 - 2008
Smith Barney June 2006 - August 2006
Skills
Finance, Corporate Actions, Financial Analysis, Leadership, Financial Modeling, Research, Operational Efficiency, Project Management, Equities, Microsoft Excel, Management, Bloomberg Terminal, Risk Management, Problem Solving, Investment Strategies, Economics, Investment Management, Analytical Skills, Bloomberg, Data Analysis, Financial Services, Equity Research, Investment Valuation, Econometrics, Vendor Management, Capital IQ, Thomson One Banker, Microsoft CRM, Comparable Analysis, Transactional Analysis, DCF Valuation, Investment Banking, Microsoft Office, Mergers & Acquisitions, PowerPoint, Analysis
Education
University of Miami 2013 — 2015
Master of Business Administration (M.B.A.), Finance, M&A
Penn State University 2003 — 2008
Bachelor's Degree, Business Economics
Eastern Atlantic June 2015 - Present
Agile Equity December 2014 - June 2015
University of Miami August 2013 - May 2015
Cassel Salpeter & Co. May 2014 - August 2014
Agile Equity November 2013 - May 2014
Morgan Stanley April 2012 - February 2013
Morgan Stanley January 2011 - April 2012
Morgan Stanley November 2008 - January 2011
Morgan Stanley 2007 - 2008
Smith Barney June 2006 - August 2006
Skills
Finance, Corporate Actions, Financial Analysis, Leadership, Financial Modeling, Research, Operational Efficiency, Project Management, Equities, Microsoft Excel, Management, Bloomberg Terminal, Risk Management, Problem Solving, Investment Strategies, Economics, Investment Management, Analytical Skills, Bloomberg, Data Analysis, Financial Services, Equity Research, Investment Valuation, Econometrics, Vendor Management, Capital IQ, Thomson One Banker, Microsoft CRM, Comparable Analysis, Transactional Analysis, DCF Valuation, Investment Banking, Microsoft Office, Mergers & Acquisitions, PowerPoint, Analysis
Education
University of Miami 2013 — 2015
Master of Business Administration (M.B.A.), Finance, M&A
Penn State University 2003 — 2008
Bachelor's Degree, Business Economics
Michael Patchen's Morgan Stanley Experience August 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - Present
The Preston Mitchum Junior Foundation June 2013 - Present
Higher Achievement August 2012 - Present
Baltimore CASH Campaign January 2013 - May 2013
JEVS May 2011 - August 2011
Education
Penn State University 2008 — 2012
Bachelor of Science, Enterprise Risk Management
Plymouth Whitemarsh High School 2004 — 2008
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - Present
The Preston Mitchum Junior Foundation June 2013 - Present
Higher Achievement August 2012 - Present
Baltimore CASH Campaign January 2013 - May 2013
JEVS May 2011 - August 2011
Education
Penn State University 2008 — 2012
Bachelor of Science, Enterprise Risk Management
Plymouth Whitemarsh High School 2004 — 2008
Alex Dickson's Morgan Stanley Experience January 2009 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley January 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Kenneth Lauricella's Morgan Stanley Experience June 1993 - September 1994
Job Investor
Industry Investment Management
Experience
Self-employed 1998 - Present
Hertz August 1996 - November 1998
Edwards Engineering Group January 1995 - August 1996
Morgan Stanley June 1993 - September 1994
Skills
Equities, Investments, Valuation, Financial Modeling, Capital Markets, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, 7.2/8.0
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Finance, 3.2/4.0
Self-employed 1998 - Present
Hertz August 1996 - November 1998
Edwards Engineering Group January 1995 - August 1996
Morgan Stanley June 1993 - September 1994
Skills
Equities, Investments, Valuation, Financial Modeling, Capital Markets, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, 7.2/8.0
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Finance, 3.2/4.0
Byron Batres's Morgan Stanley Experience April 2001 - July 2008
Job Certified Financial Planner The Tynion and Batres Financial Group UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2008 - Present
Morgan Stanley April 2001 - July 2008
Bristol-Myers Squibb January 1998 - May 2000
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Physiology, General
UBS July 2008 - Present
Morgan Stanley April 2001 - July 2008
Bristol-Myers Squibb January 1998 - May 2000
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Physiology, General
Leland Price's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Barclays Investment Bank June 2012 - May 2014
Financial Industry Regulatory Authority May 2011 - June 2012
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Regulatory Analysis, Risk Management, Change Management, User Acceptance Testing, Microsoft Excel, Data Analysis, Dodd-Frank, Trade Reporting, Derivatives, Financial Risk
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Economics
Morgan Stanley May 2014 - Present
Barclays Investment Bank June 2012 - May 2014
Financial Industry Regulatory Authority May 2011 - June 2012
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Regulatory Analysis, Risk Management, Change Management, User Acceptance Testing, Microsoft Excel, Data Analysis, Dodd-Frank, Trade Reporting, Derivatives, Financial Risk
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Economics
Carmine Conti's Morgan Stanley Experience August 2011 - August 2015
Job Compliance Analyst
Industry Financial Services
Experience
The Hartford August 2015 - Present
US Army August 2009 - Present
Morgan Stanley August 2011 - August 2015
Education
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), International Political Science
The Hartford August 2015 - Present
US Army August 2009 - Present
Morgan Stanley August 2011 - August 2015
Education
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), International Political Science
Denise Mercado's Morgan Stanley Experience February 2013 - June 2015
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - June 2015
Education
Penn State University 2005 — 2009
Morgan Stanley February 2013 - June 2015
Education
Penn State University 2005 — 2009
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS