Morgan Stanley

Industry: Investment banking company

Description

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org

Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Employees

Employee
Years
Job
Industry
Jeff Otto Jeff Otto San Francisco Bay Area Details
Jeff Otto's Morgan Stanley Experience June 2012 - March 2014
Job Director, Product Marketing at Salesforce
Industry Information Technology and Services
Experience
Salesforce  February 2015 - Present
salesforce.com  May 2014 - Present
Infinite Invention   March 2014 - Present
Morgan Stanley   June 2012 - March 2014
Incenergy  December 2011 - June 2012
Incenergy  December 2009 - January 2012
Element Markets  June 2008 - August 2008
Merrill Lynch  July 2004 - July 2007

Skills
Product Management, Marketing Strategy, Product Marketing, Management, Strategic Partnerships, Market Analysis, CRM, Content Marketing, Direct Sales, Contract Negotiation, Strategic Planning, Public Speaking, New Business Development, Cloud Computing, Start-ups, Energy Efficiency, Financial Modeling, Strategy, Product Development, Energy Conservation, Forecasting, Financial Analysis, Key Account Management, Smart Grid, Business Development, Renewable Energy, Cross-functional..., Metrics Reporting, Business Analysis, Channel Management, Agile Methodologies, Energy, People Development, Energy Management, Project Management, Business Strategy, Channel Expansion, Channel Optimization, Consultative Selling, Partner Management, Channel Partners, Monte Carlo Simulation, Sensitivity Analysis, User Experience Testing, Influence Without..., Multi-media Marketing..., Building Brand Awareness

Education
The University of Texas at Austin - The Red McCombs School of Business   2007 — 2009
MBA, Finance

Pennsylvania State University - Main Campus   1999 — 2003
Bachelor of Science, Information Sciences and Technology

William Porter Orr William Porter Orr Cambridge, Massachusetts Details
William Porter Orr's Morgan Stanley Experience July 2004 - May 2005
Job MIT Sloan MBA Candidate Class of 2017
Industry Military
Experience
US Navy  November 2012 - Present
US Navy  March 2010 - November 2012
US Navy  March 2009 - March 2010
Pilot For A Day   November 2007 - March 2009
US Navy  October 2006 - March 2009
US Navy  June 2005 - October 2006
Morgan Stanley   July 2004 - May 2005
Cranbrook Group, Inc.   April 2004 - July 2004
Westward Ho Casino & Hotel   April 2003 - August 2003

Education
Pepperdine University   2000 — 2004
Bachelor of Science (B.S.), Computer Science & Business

Amy Haverty (Scharadin) Amy Haverty (Scharadin) Greater New York City Area Details
Amy Haverty (Scharadin)'s Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present
Morgan Stanley Smith Barney  May 2009 - Present
Morgan Stanley   September 2005 - Present
Morgan Stanley   October 2005 - December 2006
Merrill Lynch  2005 - 2005
Merrill Lynch  2001 - 2005
Merrill Lynch  2001 - 2005
Morgan Stanley   2001 - 2002
Merrill Lynch  June 1999 - July 2001

Skills
Change Management, Training, SDLC, Business Analysis, Management, Talent Management, Quality Assurance, Portfolio Management, Risk Management, Project Portfolio..., Financial Services, Vendor Management, PMO, Program Management, IT Strategy, Equities, Project Management

Education
Emmaus

Penn State University

Nebiel Shaw Nebiel Shaw San Francisco, California Details
Nebiel Shaw's Morgan Stanley Experience March 2008 - February 2009
Job
Industry Leisure, Travel & Tourism
Experience
Loving Orphans Global   October 2013 - August 2014
Trōv   July 2012 - October 2013
DebtMarket - Acquired by InterContinental Exchange (NYSE: ICE)   November 2010 - November 2011
Morgan Stanley   March 2008 - February 2009
National Equity Advisors  February 2007 - October 2007

Skills
Business Development, Strategy, Strategic Partnerships, Business Strategy, CRM, Management, Sales, Portfolio Management, Project Management, Marketing, Venture Capital, Analysis, Customer Satisfaction, Strategic Planning, Process Improvement

Education
Pepperdine University   2003 — 2007
Bachelors of Science, Finance

Joe Sprague Joe Sprague Santa Barbara, California Area Details
Joe Sprague's Morgan Stanley Experience 2000 - 2003
Job Director of Investor Relations and Principal, GreenLake Investment Management, LLC and GreenLake RE Fund, LLC
Industry Investment Management
Experience
GreenLake Investment Management   January 2009 - Present
Wells Fargo Investments  2004 - 2009
WM Financial Services (Washington Mutual)   2003 - 2004
Morgan Stanley   2000 - 2003

Skills
Investments, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investment Advisory, Equities, Portfolio Management, Strategic Financial..., Asset Allocation, Mutual Funds, Fixed Income, Asset Management, Finance, ETFs, Financial Advisory, Investment Management, Investor Relations

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Executive MBA:, Organizational Behavior, Finance, Economics, Marketing, Strategy

University of California, Santa Barbara
Bachelor of Arts, US History

Srikanth Namburu Srikanth Namburu Greater New York City Area Details
Srikanth Namburu's Morgan Stanley Experience May 2007 - October 2011
Job Technical Lead BI/Qlikview
Industry Information Technology and Services
Experience
ZenithOptimedia  June 2012 - Present
Autodesk  November 2011 - May 2012
Cardus Inc   October 2011 - May 2012
Capgemini  May 2007 - October 2011
Morgan Stanley   May 2007 - October 2011
SYNTEL Inc  April 2006 - May 2007
Team3 Solutions   August 2004 - April 2006

Skills
Business Intelligence, Enterprise Business..., QlikView, Data Warehousing, Data Marts, Performance Management, crystal xcelsius, Dashboards, Sybase, SQL Server, Oracle, Business Analysis, Agile, Analytics, Crystal Reports, Requirements Gathering, Six Sigma, Dashboard, Business Objects, Databases, Business Intelligence..., Business Process

Education
Periyar University   2000 — 2004
B.E, Electronics & Communications

Geethanjali Educational Initutions
High School

Little Citizens
School

Brandon Heim Brandon Heim New York, New York Details
Brandon Heim's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   June 2014 - Present
Goldman Sachs  May 2013 - August 2013
Sheetz  May 2012 - August 2012
United States Senate  July 2009 - August 2009

Education
Penn State University   2010 — 2014
Schreyer Honors College and Smeal College of Business

Chase Overlie Chase Overlie Chicago, Illinois Details
Chase Overlie's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate, The University of Chicago Booth School of Business
Industry Financial Services
Experience
Morgan Stanley   June 2015 - August 2015
Merrill Lynch  February 2011 - May 2014
Merrill Lynch  July 2010 - February 2011
Harvey & Company LLC  June 2009 - August 2009
Union Bank of California, N.A.   June 2007 - August 2007

Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)

Pepperdine University
Bachelor of Science (BS), Finance, Economics

Swiss Finance Academy
Certificate, Capital Markets, Investment Banking

The Bishop's School

A.J. Baylock A.J. Baylock San Francisco Bay Area Details
A.J. Baylock's Morgan Stanley Experience February 2014 - April 2015
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   February 2014 - April 2015
Burlingamer   August 2013 - January 2014
Burlingamer   June 2012 - September 2012
One Stop Green, LLC   June 2011 - July 2011
U.S. House of Representatives   May 2011 - June 2011
City of San Mateo  June 2010 - August 2010

Skills
Analytical Skills, Online Marketing, Email Marketing, Sales, Client Service Oriented, Google Analytics, Spanish-speaking, Clerical Skills, Finance, Direct Marketing, Client Services, Marketing, Analysis, Google Adwords, Management, Customer Service, Leadership, Microsoft Excel, PowerPoint

Education
Pepperdine University   2009 — 2013
Bachelor of Science (BS), Business Administration & Hispanic Studies

Burlingame High School

Burlingame High School

Jim Midkiff Jim Midkiff Austin, Texas Area Details
Jim Midkiff's Morgan Stanley Experience May 1986 - July 2002
Job Vice President , Investments at Brazos Securities (Broker Dealer clearing through Southwest Securities)
Industry Financial Services
Experience
Brazos Securities (Broker Dealer clearing through Southwest Securities)   January 2006 - Present
SWS Financial (Subsidiary of SWS Group, Inc.)   July 2002 - July 2004
Morgan Stanley   May 1986 - July 2002

Skills
Presenter, Financial..., Fixed Income and Equity..., Market, Tremd and..., High Net worth..., Series 7, 63, 31 and...

Education
University of West Florida

Pensacola Junior College

Heath Baumann Heath Baumann Washington, District Of Columbia Details
Heath Baumann's Morgan Stanley Experience September 2008 - April 2011
Job Associate at Center for Leadership in Global Sustainability
Industry Renewables & Environment
Experience
Center for Leadership in Global Sustainability  November 2013 - Present
Northern Virginia Regional Park Authority  April 2012 - Present
Morgan Stanley   September 2008 - April 2011
American Institutes for Research  June 2005 - September 2008
Bolthouse Farms  May 2004 - June 2005

Skills
Customer Service, Coaching, Microsoft Office, Event Planning, Public Speaking, Team Building, Microsoft Excel, Event Management, Training, Leadership, Leadership Development, PowerPoint, Project Management, Research, Relationship Management, Building Relationships, Sales, Sales Presentations

Education
Virginia Tech   2012 — 2013
Master's degree, Natural Resources Management and Policy

Peru State College   2000 — 2004
Bachelor's degree, Business Administration and Management, General

Sarah Henderson Sarah Henderson New York, New York Details
Sarah Henderson's Morgan Stanley Experience June 2013 - Present
Job Associate at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley   June 2013 - Present
Morgan Stanley   June 2012 - August 2012

Skills
Bloomberg, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Fixed Income, Capital Markets, Series 7, Equities, PowerPoint, Equity Research, Public Speaking, Finance, Social Media, Microsoft Excel, Microsoft Office

Education
Penn State University   2009 — 2013
Bachelor's Degree, Finance

St Cuthbert's College   1996 — 2008

Chao Liang Chao Liang State College, Pennsylvania Area Details
Chao Liang's Morgan Stanley Experience June 2014 - Present
Job Credit Desk Strategist at Morgan Stanley
Industry Libraries
Experience
Morgan Stanley   June 2014 - Present
Penn State University  2009 - 2014
Morgan Stanley   June 2013 - August 2013

Skills
Matlab, C++, Statistics, R, LaTeX, Data Analysis, Research, Quantitative Analytics, Mathematical Modeling

Education
Penn State University   2009 — 2014
Phd, Financial Mathematics, 3.91/4.0

Tsinghua University   2007 — 2009
Master of Science (M.Sc.), Applied Mathematics

Tsinghua University   2003 — 2007
Bachelor of Science (B.Sc.), Pure and Applied Mathematics

Shuguang High School   2000 — 2003

Bruce Wain Bruce Wain Minneapolis, Minnesota Details
Bruce Wain's Morgan Stanley Experience August 2008 - February 2013
Job Director; Assistant Complex Director Minnesota at UBS
Industry Financial Services
Experience
UBS  July 2014 - Present
Ameriprise Financial Services, Inc.   February 2013 - July 2014
Morgan Stanley   August 2008 - February 2013
UBS Wealth Management  March 2000 - August 2008
Merrill Lynch  March 1996 - March 2000
Reynolds Metals Company  1993 - 1996
Calcitek, Inc.   1991 - 1992
Pfizer-Shiley, Inc.   1990 - 1991
US Navy  1985 - 1990

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1991 — 1994
Master of Business Administration (M.B.A.)

United States Naval Academy   1981 — 1985
Bachelor of Science (B.S.), Applied Science

The Peddie School   1979 — 1981

Kinnelon High School   1977 — 1979

Ken Stenger Ken Stenger Greater New York City Area Details
Ken Stenger's Morgan Stanley Experience June 2007 - July 2012
Job AVP Mutual Fund Modeling at AMG Funds
Industry Financial Services
Experience
AMG Funds  July 2012 - Present
Morgan Stanley   June 2007 - July 2012
Gannett  May 2004 - June 2007

Skills
Financial Control, Financial Modeling, Excel, Macro, Expense Budgeting, Financial Forecasting, Insurance, Strategic Financial..., Managerial Finance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Valuation, Financial Reporting, Management, Hyperion Enterprise, Process Improvement, Internal Audit, Financial Audits, Corporate Finance, Finance, Essbase, Investments, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Forecasting, Fixed Annuities, Financial Services, Bloomberg, Risk Management, Due Diligence, Alternative Investments, Fixed Income, Equities, Securities, ETFs, Portfolio Management, Analysis, Capital Markets

Education
The University of Connecticut School of Business   2008 — 2012
MBA, Finance, 4.0

Penn State University   2000 — 2004
BS, Finance

Penn State University   2000 — 2004
BS, Business Information Systems

Thayer R. Potter Jr., CFA Thayer R. Potter Jr., CFA Red Bank, New Jersey Details
Thayer R. Potter Jr., CFA's Morgan Stanley Experience March 2009 - September 2012
Job First Vice President with Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC  September 2012 - Present
Morgan Stanley   March 2009 - September 2012
Osprey Partners Investment Management   September 1998 - February 2009
Fox Asset Management  May 1993 - September 1998
Acorn Asset Management   May 1986 - April 1993

Skills
Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Foundations, Asset Managment, Series 7, Investments, Fixed Income, Finance, Investment Management, Mutual Funds, Retirement Planning, Bloomberg, Equities, Financial Advisory, Investment Strategies, Alternative Investments, Series 63, Valuation, Financial Modeling, Investment Advisory, Securities, Hedge Funds, Capital Markets, Leadership, Analysis

Education
Penn State University   1977 — 1982
BS, Business Administration

Matthew Bryan Antosy Matthew Bryan Antosy Philadelphia, Pennsylvania Details
Matthew Bryan Antosy's Morgan Stanley Experience June 2002 - August 2002
Job Finance Transformation at KPMG
Industry Consumer Goods
Experience
KPMG  February 2013 - Present
Deloitte & Touche LLP  January 2006 - February 2013
Johnson & Johnson  June 2004 - December 2004
Morgan Stanley   June 2002 - August 2002

Education
Penn State University   2001 — 2005
Bachelor of Science in Finance, Finance, General

Brian Rappaport Brian Rappaport Greater New York City Area Details
Brian Rappaport's Morgan Stanley Experience 2001 - 2005
Job Executive Director Global Commodities Markets, Natixis
Industry Oil & Energy
Experience
Natixis  November 2012 - Present
Freepoint Commodities  April 2011 - Present
RBS Sempra Commodities  2009 - April 2011
Societe Generale  2005 - 2009
Morgan Stanley   2001 - 2005

Skills
Energy Derivatives, Energy Management, Proprietary Trading, Trading Strategies, Business Analysis, Competitive Analysis, Marketing, Marketing Strategy, Natural Gas, Oil & Gas Industry, Oil Analysis, Upstream Marketing, Hedging, Pipelines, Transportation, Storage, Energy, Commodity, Commodity Markets, Derivatives, Financial Risk, Options

Education
Penn State   1995 — 1999

Josh Bartlett Josh Bartlett Punta Gorda, Florida Area Details
Josh Bartlett's Morgan Stanley Experience February 2001 - April 2002
Job Business Development Manager at Benchmark Mortgage
Industry Real Estate
Experience
Benchmark Mortgage  January 2015 - Present
Adams Group  January 2012 - Present
LawReviewCle   April 2011 - December 2011
Real Estate Marketing & IT Solutions   July 2010 - December 2011
Harbortown Mortgage Company, Inc.   February 2002 - June 2010
SUPERTRAK, Inc.   2008 - 2010
Morgan Stanley   February 2001 - April 2002

Skills
Project Management, Project Planning, Budgets, Process Improvement, Team Building, Strategic Planning, Software Implementation, Team Leadership, CRM, Business Analysis, Program Management, IT Management, Salesforce.com, Integration, Operations Management, Management, Cloud Computing, Information Technology, Requirements Analysis, Business Intelligence, Vendor Management, Business Process..., SaaS, Business Process, Supply Chain, Network Administration, Leadership, Marketing, Customer Service, Training, Business Development, Networking, Analysis, Sales Management, New Business Development, Sales, Disaster Recovery, Microsoft Office, Negotiation, Account Management, Microsoft Excel, Contract Management, Marketing Strategy, Contract Negotiation, Lead Generation, Process Scheduler, Security, Business Strategy, Cross-functional Team..., Change Management

Education
Pennsylvania State University-Erie Campus   1999 — 2000
MIS

University of North Carolina at Greensboro   1998 — 1999

Iroquois   1994 — 1998

Jennifer M. Cutler Jennifer M. Cutler Greater New York City Area Details
Jennifer M. Cutler's Morgan Stanley Experience April 2004 - June 2006
Job Customer Relations Rep at Coffee Distributing Corp.
Industry Facilities Services
Experience
Coffee Distributing Corp.  January 2015 - Present
CulinArt at Teachers College, Columbia University   April 2014 - December 2014
STARR RESTAURANTS  August 2011 - January 2014
Cafe Metro Catering & Events   October 2009 - December 2010
Madame Tussauds  September 2007 - October 2009
Dean & Deluca  April 2006 - March 2007
Morgan Stanley   April 2004 - June 2006
Compass Group  June 2004 - April 2006
Conde Nast Publications (Mademoiselle, Bride's and Fairchild)   May 2001 - May 2004

Skills
Marketing, Public Relations, Advertising, Budgets, Customer Service, Parties, New Business Development, Sales Management, CRM, Menu Development, Catering, Trade Shows, Corporate Events, Microsoft Word, Event Management, Event Planning, Hospitality, Food

Education
Philadelphia University   1996 — 2000
B.S., Fashion Merchandising

American Intercontinental University   1999 — 1999

Adam Brown Adam Brown San Francisco Bay Area Details
Adam Brown's Morgan Stanley Experience June 2008 - August 2008
Job Director, Corporate Analytics at Health Catalyst
Industry Hospital & Health Care
Experience
Health Catalyst  March 2015 - Present
Access Clinical Partners  August 2014 - March 2015
GTCR LLC  July 2012 - July 2014
Bank of America Merrill Lynch  August 2010 - July 2012
Nittany Lion Fund LLC  January 2008 - December 2009
Bank of America Merrill Lynch  May 2009 - August 2009
Morgan Stanley   June 2008 - August 2008

Education
Penn State University   2006 — 2010
Major: Finance, Minor: Biology

Holy Ghost Prep

Mason Austen Mason Austen Greater New York City Area Details
Mason Austen's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   June 2015 - Present
Nittany Lion Fund, LLC  November 2013 - December 2014
Morgan Stanley   June 2014 - August 2014
Nittany Lion Fund, LLC  December 2012 - November 2013
Morgan Stanley   May 2013 - August 2013

Skills
Portfolio Management, Valuation, Financial Analysis, Microsoft Excel, Teamwork, Investment Banking, Leadership, Equity Capital Markets, Financial Modeling, Corporate Finance, Data Analysis, Equities, Finance, Investments, Microsoft Word, PowerPoint

Education
Penn State University   2011 — 2015
Bachelor of Science (B.S.), Finance, General

James Coley James Coley New York, New York Details
James Coley's Morgan Stanley Experience April 1985 - July 2000
Job
Industry Investment Management
Experience
Markit  June 2015 - Present
Darien Junior Football Board   February 2003 - Present
Markit  September 2014 - June 2015
Markit  December 2011 - September 2014
Markit  June 2010 - December 2011
Markit  September 2009 - June 2010
Proctor Investment Managers LLC   February 2003 - October 2007
Tradeweb  September 2000 - July 2002
Deutsche Bank  July 2000 - July 2002
Morgan Stanley   April 1985 - July 2000

Skills
Sales Management, Sales, Account Management, Asset Management, Leveraged Finance, Bonds, Derivatives, Fixed Income Products, Buy-side, Equities, Valuation, Investment Management, Credit, Securitization, Alternative Investments, Capital Markets, Financial Markets, Reference Data, Fixed Income, Asset Managment, Hedge Funds, Hedging, Business Strategy, Trading, Product Management, Portfolio Management

Education
University of Pennsylvania - The Wharton School   1980 — 1982
M.B.A., Corporate Finance and FInancial Accounting

University of Southern California   1979 — 1980
BS, Corporate Finance

Pepperdine University   1977 — 1978
Business

Elizabeth Sargent Elizabeth Sargent Greater New York City Area Details
Elizabeth Sargent's Morgan Stanley Experience June 2014 - Present
Job Creative. Intuitive. Organized.
Industry Entertainment
Experience
Morgan Stanley   June 2014 - Present
Gainor Staffing  2013 - 2014
Artist Babysitting   July 2011 - 2014
Broadway, Music Box Theatre   March 2012 - September 2012
Hair National Tour   October 2011 - February 2012
Lincoln Center for the Performing Arts  March 2011 - June 2011
Partners By Design  October 2010 - January 2011
Roosevelt Collection   2010 - 2010

Skills
Performing Arts, Drama, Plays, Improvisation, Comedy, Dance, Broadway, Dialects

Education
Penn State University   1999 — 2002
Bachelor of Fine Arts (BFA), Musical Theatre

Ithaca College   1997 — 1999

Marlborough School   1995 — 1997
Highschool, College Prep

Sean Gillooly Sean Gillooly New York, New York Details
Sean Gillooly's Morgan Stanley Experience June 2013 - June 2014
Job Trader at King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management  June 2014 - Present
Morgan Stanley   June 2013 - June 2014
Nittany Lion Fund   January 2012 - December 2012
Morgan Stanley   June 2012 - August 2012
Nittany Lion Fund LLC  January 2011 - December 2011
Gardner Lewis Asset Management  May 2011 - August 2011
Nittany Lion Fund LLC  January 2010 - December 2010
Merrill Lynch  May 2010 - August 2010

Skills
Excel, Bloomberg, Accounting, Equities, Portfolio Management, Investment Management, Financial Modeling, Finance, Investment Banking, Leadership, Financial Analysis, Equity Research, Microsoft Excel, Investments, Economics, Corporate Finance, Asset Managment, Valuation, Bloomberg Terminal, Asset Management, Securities

Education
Penn State University   2009 — 2013
Bachelor of Science, Finance

Steven Byun, MBA Steven Byun, MBA Orange County, California Area Details
Steven Byun, MBA's Morgan Stanley Experience August 2004 - December 2004
Job Pricing Management
Industry Automotive
Experience
Hyundai Motor America  January 2014 - Present
Hyundai Motor America  July 2012 - January 2014
Discover Financial Services  June 2012 - June 2012
LendingTree  October 2005 - June 2012
BDS Marketing  December 2004 - June 2012
Morgan Stanley   August 2004 - December 2004

Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Finance, Banking, Microsoft Excel, Mortgage Lending, Business Analysis, Analysis, Process Improvement, Loans, Data Analysis, Negotiation, Investments, Managerial Finance, Market Research, Risk Management, Business Planning, Strategy, Sales Management, Marketing, Accounting, Analytics, Pricing

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA, Finance

University of California, Irvine   2001 — 2005
BA, Economics

Derek Howells Derek Howells Annapolis, Maryland Details
Derek Howells's Morgan Stanley Experience March 2008 - March 2009
Job District Manager at Republic National Distributing Company
Industry Consumer Goods
Experience
Republic National Distributing Company  January 2014 - Present
Republic National Distributing Company  April 2010 - Present
Reebok Sports Club  April 2009 - March 2010
Morgan Stanley   March 2008 - March 2009
Proficient Surgical   November 2006 - October 2007

Skills
Account Management, Sales, Business Strategy, Sales Management, New Business Development, Cold Calling, Communication, Organization, Marketing, Marketing Strategy, Sales Operations, Management

Education
Penn State University   2001 — 2005
B.S, Kinesiology - Movement Science

Penn State University   2001 — 2005
Bachelor of Science (BS), Kinesiology - Movement Science

Mary Urbanski, PMP Mary Urbanski, PMP Greater New York City Area Details
Mary Urbanski, PMP's Morgan Stanley Experience January 2015 - Present
Job Global Workforce Strategy Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present
Morgan Stanley   January 2014 - January 2015
Morgan Stanley   July 2011 - January 2014
Morgan Stanley   June 2010 - June 2011
Morgan Stanley   June 2009 - August 2009
Phillips Van Heusen  June 2008 - August 2008

Skills
Access, PowerPoint, Microsoft Office, Excel, Financial Analysis, Data Analysis, Analysis, Analytics, Microsoft Word, Strategy, Finance

Education
Penn State University   2006 — 2010
B.S, Finance, International Studies

Bruce Simon Bruce Simon Greater Los Angeles Area Details
Bruce Simon's Morgan Stanley Experience 2002 - 2006
Job Chief Investment Officer, Asset Management at City National Bank
Industry Financial Services
Experience
City National Bank  January 2011 - Present
Ballentine Partners   June 2007 - January 2011
Morgan Stanley   2002 - 2006
Glenmede Trust Company  1994 - 2002
Wells Fargo Bank  1991 - 1994
Certus Financial Corporation   1987 - 1991

Skills
Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Strategic Financial..., Investment Management, Hedge Funds, Asset Management, Financial Modeling, Investment Strategies, Private Banking, Investment Advisory, Mutual Funds, Equities, Asset Managment, Capital Markets, Equity Research

Education
The George Washington University - School of Business   1978 — 1981
MBA, Applied Economics

Penn State University   1974 — 1978
B.S., Marketing

Jeffrey Gordon Pasternak Jeffrey Gordon Pasternak Greater Los Angeles Area Details
Jeffrey Gordon Pasternak's Morgan Stanley Experience January 2002 - 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  August 2006 - Present
Morgan Stanley   January 2002 - 2006

Education
California Graduate Institute   1985 — 1991
Ph.D, Clinical Psychology

Pepperdine University   1980 — 1982
MA, Clinical Psychology

University of Denver   1972 — 1977
BA, Psychology

Alexander Mintz Alexander Mintz Greater New York City Area Details
Alexander Mintz's Morgan Stanley Experience 2004 - 2008
Job CEO at Zircon Computing
Industry Computer Software
Experience
Zircon Computing LLC   2005 - Present
TAF Co   2003 - Present
Citadel LLC  2008 - 2010
Morgan Stanley   2004 - 2008
KBC Financial Products  2000 - 2003
Bear Stearns  1995 - 2000
Bluestone Consulting  1993 - 1995
Scitex  1991 - 1993

Skills
Trading Systems, Electronic Trading, Market Data, Equity Derivatives, Financial Markets, Derivatives, Sybase, Quantitative Finance, Options, FX Options, Hedge Funds, Unix, Business Analysis, Exchange Connectivity, Investment Banking, Equity Trading, Market Risk, Fixed Income, Equities, FX trading, Structured Products, Credit Derivatives, Low Latency, Commodity, Capital Markets, Bonds

Education
Peter the Great St.Petersburg Polytechnic University   1981 — 1987
Ms, Physics

Dawn Biedenkapp Dawn Biedenkapp Baltimore, Maryland Details
Dawn Biedenkapp's Morgan Stanley Experience August 2013 - Present
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2013 - Present
Morgan Stanley Smith Barney  January 2004 - August 2013
Costco Wholesale  2000 - 2003

Education
University of Maryland Baltimore County   2000 — 2003
BA, Economics

Philadelphia University   1997 — 2000
Business

Daniel Mayo Daniel Mayo Greater Boston Area Details
Daniel Mayo's Morgan Stanley Experience July 2006 - June 2014
Job Finance Director at InterGen
Industry Financial Services
Experience
InterGen  July 2014 - Present
Morgan Stanley   July 2006 - June 2014
Goldman Sachs  2004 - 2006

Skills
Bloomberg, Asset Management, Series 7, Portfolio Management, Securities, Risk Management, Bonds, Mergers & Acquisitions, Series 63, Financial Markets, Structured Products, Mutual Funds, Banking, Venture Capital, Equity Research, LBO, Credit Risk, Finance, Financial Services, Trading

Education
Penn State University   2000 — 2004
BS, Finance and Business Law

Jonathan Mitri Jonathan Mitri Washington D.C. Metro Area Details
Jonathan Mitri's Morgan Stanley Experience March 2015 - Present
Job Stock Loan Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   March 2015 - Present
Independent Risk Management Study Group   January 2014 - May 2014
Ketchum  June 2013 - August 2013
Advantage Express   September 2009 - May 2010

Skills
Microsoft Office, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Social Media, Teamwork, Management, Time Management, Customer Service, Data Analysis, Finance, Public Speaking, Research, Leadership

Education
Penn State University   2010 — 2014
Bachelor of Science (BS), Enterprise Risk Management, International Business

Shelby Carlin Shelby Carlin New York, New York Details
Shelby Carlin's Morgan Stanley Experience May 2011 - August 2011
Job Analyst, Digital Investment at PHD Worldwide
Industry Marketing and Advertising
Experience
PHD Worldwide  October 2014 - Present
PHD Worldwide  October 2013 - October 2014
The Plaza Hotel  June 2012 - August 2012
Morgan Stanley   May 2011 - August 2011

Skills
Event Planning, Social Media, Facebook, Public Relations, Fundraising, Social Networking, Social Media Marketing, Marketing, Microsoft Office, Marketing Communications, PowerPoint, Microsoft Excel, Media Relations, Microsoft Word, Time Management

Education
Penn State University   2009 — 2013
May 2013, Public Relations

Kevin Chukuka Kevin Chukuka New York, New York Details
Kevin Chukuka's Morgan Stanley Experience May 2008 - August 2008
Job .
Industry Financial Services
Experience
HSBC Global Banking and Markets  February 2015 - Present
Navigate Corporation  March 2014 - September 2014
Accenture  November 2009 - October 2013
Morgan Stanley   May 2008 - August 2008

Skills
Financial Modeling, Management Consulting, Fixed Income, Entrepreneurship, Business Analysis, Microsoft Office, Project Management, Financial Analysis, Business Strategy, Trading

Education
Penn State University   2005 — 2009
B.A. Finance and B.S. Economics

Peter B. Smith Peter B. Smith Washington D.C. Metro Area Details
Peter B. Smith's Morgan Stanley Experience April 2010 - September 2013
Job Client Advisor at Planning Solutions Group
Industry Financial Services
Experience
Planning Solutions Grouup   October 2013 - Present
Morgan Stanley   April 2010 - September 2013
Blistex Inc.  May 1985 - April 2010

Education
Penn State University   1973 — 1977
B.S., Food Service & Housing Administration

Samir Seth Samir Seth Greater New York City Area Details
Samir Seth's Morgan Stanley Experience July 1998 - August 1999
Job Senior Manager at Accenture
Industry Management Consulting
Experience
Accenture  July 2011 - Present
Deloitte  January 2006 - June 2011
Brand Leaders, Inc.   September 1999 - December 2005
Morgan Stanley   July 1998 - August 1999
Deloitte  August 1995 - July 1998

Skills
Mergers & Acquisitions, Management Consulting, Capital Markets, Financial Services, Finance, Financial Risk, Business Development, Business Process..., Enterprise Risk..., Finance Transformation, FINRA, Dodd-Frank, Basel III, Securities Financing, Interest Rate..., Repos, Equities & Fixed Income, Legal Restructuring, Target Operating Model, Program Management, Strategy, Management, Consulting, Equities, Analysis

Education
Penn State University   1990 — 1995
BS, Accounting & International Business

Allison Rubin Allison Rubin Greater Philadelphia Area Details
Allison Rubin's Morgan Stanley Experience February 2011 - July 2011
Job Client Relationship Representative at Kforce Inc
Industry Human Resources
Experience
Kforce Inc  May 2015 - Present
Unisys  August 2014 - March 2015
Novo Nordisk  February 2014 - June 2014
PwC  August 2012 - August 2013
Sharp Decisions  August 2011 - March 2012
Morgan Stanley   February 2011 - July 2011
BlackRock  October 2010 - January 2011
Credit Suisse  June 2010 - October 2010
Insight Global  June 2009 - April 2010

Skills
Resume Writing, Talent Acquisition, Screening, Applicant Tracking..., Career Development, Talent Management, Coordinating Schedules, Communication Skills, Organization, College Recruiting, Contract Recruitment, Human Resources, Executive Search, Internet Recruiting, Management, Interviews, Onboarding, Screening Resumes, Recruiting, Technical Recruiting

Education
Penn State University   2004 — 2009
B.S., Education

THE PENNSYLVANIA STATE UNIVERSITY, University   2004 — 2009
Bachelor of Science, Elementary Education

william tennent   2000 — 2004

Bindiya Bharwani Bindiya Bharwani Harrisburg, Pennsylvania Details
Bindiya Bharwani's Morgan Stanley Experience September 2003 - June 2004
Job Retail Professional
Industry Retail
Experience
New York Gold Jewelers, Inc.   2009 - Present
Matson, Driscoll & Damico LLP   February 2006 - May 2009
Accounting Office of Goldstein & Ring, CPA's   August 2005 - February 2006
Kartic C. Dass- Certified Public Accountant   September 1998 - May 2005
Morgan Stanley   September 2003 - June 2004

Skills
Microsoft Office, QuickBooks, Written & Verbal..., Work Well Independently, Positive Team Player, Highly Reliable, Outstanding time..., Time Management

Education
Penn State University   1998 — 2003
Bachelor of Science (BS), Finance, General

Nina Kouxova Nina Kouxova Greater Philadelphia Area Details
Nina Kouxova's Morgan Stanley Experience May 2007 - August 2007
Job Trade accounting and operations specialist with 7 years experience at a toptier hedge fund.
Industry Financial Services
Experience
D. E. Shaw & Co.   2008 - 2015
Morgan Stanley   May 2007 - August 2007
Holloway & Company, PLLC   May 2006 - August 2006

Skills
Accounting, Finance, Hedge Funds, Financial Analysis, Private Equity, Analytical Skills, Multilingual, Distressed Debt, US GAAP

Education
Penn State University   2004 — 2008
Bachelor’s Degree, Accounting

Charles Wilfong Charles Wilfong Phoenixville, Pennsylvania Details
Charles Wilfong's Morgan Stanley Experience 1991 - 2005
Job Income Tax Preparation and Advice
Industry Accounting
Experience
Wilfong Tax Services   January 2007 - Present
Ryan Beck & Co.   August 2005 - January 2007
Morgan Stanley   1991 - 2005
Quantum Marketing International   1989 - 1991
UCH Venture Capital  April 1984 - September 1989
Canteen Service Co.  January 1975 - 1979
Marriott International  September 1972 - January 1975

Skills
Trust Services, Finance, Income Tax, Retirement, Series 7, Portfolio Management, Retirement Planning, Investments, Financial Planning, Small Business, Tax Returns, Tax Preparation, Asset Management, Financial Analysis, Management, Mutual Funds, Wealth Management, Financial Services, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Advisory

Education
Philadelphia University   1968 — 1974
BS, MBA, Finance & Accounting

Melissa Combs, CFP®, MBA Melissa Combs, CFP®, MBA Greensboro/Winston-Salem, North Carolina Area Details
Melissa Combs, CFP®, MBA's Morgan Stanley Experience June 2004 - April 2007
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2008 - Present
Morgan Stanley   June 2004 - April 2007

Education
Pfeiffer University   2002 — 2004
Masters Degree, Business Administration

University of North Carolina at Greensboro   1999 — 2002
Bachelor of Science, Finance

Henry Hund Henry Hund Philadelphia, Pennsylvania Details
Henry Hund's Morgan Stanley Experience 2008 - 2010
Job Director of Marketing and Growth at RJMetrics
Industry Information Technology and Services
Experience
RJMetrics  2014 - Present
Lorious   2013 - 2014
Wharton Small Business Development Center  September 2012 - 2014
Summit Rock Advisors  2010 - 2012
Morgan Stanley   2008 - 2010
Department of Homeland Security  2007 - 2007
Merrill Lynch  2006 - 2006

Skills
Private Equity, Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Microsoft Excel, Valuation, Due Diligence, HTML, Hedge Funds, Ruby on Rails, Sales & Marketing..., SQL, Email Strategy, Salesforce.com, Pardot, Lead Generation, Outbound Marketing, Email Marketing, Mandrill, MailChimp, R, Git, Beer Brewing, Bourbon Tasting

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Marketing

Penn State University   2004 — 2008
BS, Information Sciences & Technology, Finance, 3.95

Morgan Downey Morgan Downey Greater New York City Area Details
Morgan Downey's Morgan Stanley Experience April 2011 - September 2012
Job Vice President, Futures Sales at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch  September 2012 - Present
Morgan Stanley   April 2011 - September 2012
Societe Generale  July 2010 - April 2011
TradingScreen  March 2008 - June 2010
JPMorgan  2006 - 2008
Aetna  2004 - 2006
Emigrant Bank  2001 - 2004
Penn State University  2001 - 2004

Skills
Fidessa, Electronic Trading, Derivatives, Options, Exchange Connectivity, Trading Systems, Equity Derivatives, Trading, Series 7, Reference Data, Trading Technology, Futures, Managed Futures, FIX, EMS, Product Management, Series 63, Series 3, Trading Platforms, Trade Execution, OTC Clearing, Electronic Trading..., Securities, Quantitative Finance, Proprietary Trading, Prime Brokerage, Market Data, Hedge Funds, Fixed Income, Financial Services, Financial Markets, FX trading, FX Options, FINRA, Credit Derivatives, Back Office, Alternative Investments, Futures Trading

Education
Penn State University   2000 — 2004
Business

Lakeland High School   1996 — 2000

Nell Mayo Nell Mayo Greater New York City Area Details
Nell Mayo's Morgan Stanley Experience October 2005 - January 2008
Job Director of Finance at L'Oréal
Industry Cosmetics
Experience
L'Oréal   January 2008 - Present
L'Oreal USA  January 2008 - Present
Morgan Stanley   October 2005 - January 2008
Johnson & Johnson  May 2005 - October 2005
McNeil Nutritionals  October 2004 - May 2005
Consumer Products Company  March 2004 - October 2004
Centocor, Inc  January 2003 - March 2004

Education
Penn State University   1998 — 2002
Bachelor's of Science, Finance and International Business

The Pennsylvania State University, University
Bachelor's of Science, Finance and International Business

Joseph Fishel Joseph Fishel Greater Denver Area Details
Joseph Fishel's Morgan Stanley Experience January 2007 - August 2009
Job President at The Fishel Group, Inc.
Industry Financial Services
Experience
The Fishel Group, Inc.   July 2009 - Present
Morgan Stanley   January 2007 - August 2009
Oppenheimer & Co. Inc.   July 2006 - January 2007
Gunnallen Financial, Inc.   January 2006 - July 2006

Skills
Securities, Portfolio Management, Financial Advisory, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Retirement Planning, Investments, Financial Analysis, Equities, 401k, Asset Management, Fixed Income, Retirement, Financial Planning, Estate Planning, Risk Management, Investment Strategies, Trading, Risk, Annuities, Insurance, Series 66, Bloomberg, Bonds, Excel, Word, Stocks, Capital Markets, Customer Relations

Education
Pepperdine University   2001 — 2004
Psychology and International Business for Industrial Organization

Saint Joseph's University   2000 — 2000
Business

Antonian

St. Mary's Academy

Inna Scantlebury Inna Scantlebury Toronto, Canada Area Details
Inna Scantlebury's Morgan Stanley Experience April 2012 - Present
Job Senior Software Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley   April 2012 - Present
Electronic Arts  August 2011 - April 2012
Credit Suisse  September 2010 - August 2011
Avaya  May 2006 - September 2010
Universal McCann  July 2003 - May 2006
MCT  June 1999 - July 2003
Northrop Grumman Information Systems  1995 - 1999

Skills
C++, C#, Java, Microsoft SQL Server, Tomcat, Apache, MySQL, Design Patterns, Perl, Agile Methodologies, Java Enterprise Edition, Spring, Web Services, GWT, SQL, Oracle, Eclipse, SOA, Subversion, Software Development, Software Design, Linux, XML, Spring Framework

Education
Peter the Great St.Petersburg Polytechnic University   1987 — 1993
Masters Degree in Science in Engineering, Software and Systems Engineering

Chadd Citron Chadd Citron Chapel Hill, North Carolina Details
Chadd Citron's Morgan Stanley Experience August 2012 - May 2015
Job 2017 MBA Candidate, UNC KenanFlagler Business School
Industry Higher Education
Experience
Morgan Stanley   August 2012 - May 2015
Morgan Stanley   January 2011 - July 2012
Morgan Stanley   May 2010 - August 2010

Skills
Analysis, Finance, Due Diligence, Financial Services, Economics, Insurance, Equities, Financial Analysis

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2015 — 2017
Master of Business Administration (M.B.A.)

Penn State University   2006 — 2010
Bachelor of Science, Finance

James Haddow James Haddow New York, New York Details
James Haddow's Morgan Stanley Experience July 2007 - August 2007
Job Insurance Adjuster at VeriClaim
Industry Insurance
Experience
VeriClaim, Inc.   October 2013 - Present
Penn State University  August 2012 - December 2012
United Teletech Financial Federal Credit Union  May 2012 - August 2012
Morgan Stanley   July 2007 - August 2007

Skills
Microsoft Excel, Communication, Attention to Detail, Time Management, Microsoft Word, Marketing, Financial Modeling, Management, Customer Service, Sales, Analysis, Risk Management, Finance, Microsoft Office, Financial Analysis, Leadership, Team Building, Public Speaking, Investments, Outlook

Education
The Pennsylvania State University   2010 — 2012
Bachelor, Finance, Management

Pennsylvania College of Technology   2008 — 2009
Bachelor, Computer engineering

Red Bank Regional High School   2004 — 2008

James Jared Scott-Ransom James Jared Scott-Ransom Malibu, California Details
James Jared Scott-Ransom's Morgan Stanley Experience June 2014 - August 2014
Job Financial Analyst
Industry Financial Services
Experience
Pepperdine University Business Division   September 2011 - May 2015
Morgan Stanley   June 2014 - August 2014
UBS Wealth Management  October 2013 - March 2014
Ares Management  June 2013 - August 2013
Pepperdine University Inter-Club Council   August 2012 - April 2013
Federal Reserve Board  June 2011 - August 2011

Skills
Quantitative Research, Microsoft Excel, Capital IQ, Bloomberg Terminal, Data Analysis, Qualitative Research, Written & Verbal..., Social Networking, Finance, Portfolio Management

Education
Pepperdine University   2011 — 2015
Bachelor of Science (B.S.), Finance

Iris (Risa) Sobchak Iris (Risa) Sobchak Greater Boston Area Details
Iris (Risa) Sobchak's Morgan Stanley Experience September 2015 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   September 2015 - Present
A Fortiori Consulting Group, LLC   August 2014 - August 2015
Women Veterans' Network of the Department of Veterans' Services   May 2014 - March 2015
Massachusetts National Guard  June 2011 - July 2014
HQDA, G-3 Special Operations Division   July 2007 - May 2011
US Army, 101st Airborne   August 2005 - June 2007
US Army, 8th Army   July 2004 - July 2005
USMA  June 2001 - June 2004
US Army Special Operations Command  2004 - 2004
US Army 101st Airborne   June 1998 - August 1999

Skills
TS/SCI Clearance, Joint SERE/PR Training, Army and Air Force..., Spanish, Logistics, Human Resources, Latin American Studies, Investigations, Inspections, Teaching, Training, Military History, European History, Public Relations, Community Relations, Cultural Awareness, Master Fitness Training, Airborne Operations, Air Assault Operations, Debriefing, Risk Management, Special Operations, Transportation..., Emergency Management, Personnel Recovery, Editing, Army, Security Clearance, Private Investigations, DoD, National Security, Command, Military, Organizational..., Program Management, Force Protection, Military Experience, Operational Planning, Military Operations, Government, Top Secret, Intelligence Analysis, Intelligence, Afghanistan, Defense, Interagency Coordination, Tactics, HUMINT, Military Liaison, Leadership

Education
United States Military Academy at West Point   1988 — 1992
Bachelor of Science, International and Strategic History

Penn State University   1999 — 2001
MA, History

Drinkmaster Bartender School   2013 — 2013
Bartending License, Martinis

Alexander Braun Alexander Braun Greater Los Angeles Area Details
Alexander Braun's Morgan Stanley Experience September 2014 - February 2015
Job Financial Advisor at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch  February 2015 - Present
Morgan Stanley   September 2014 - February 2015

Skills
English, Negotiation, Research, Strategic Planning, Public Speaking, Team Building, Sales Management, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, PowerPoint, Outlook, Windows, Teaching, Photoshop, HTML, New Business Development, Project Management, Reliability

Education
Pepperdine University   2014 — 2016
Certified Financial Planner, Financial Planning and Services

University of San Francisco   2012 — 2014
Bachelor of Arts (B.A.), Psychology

University of Arizona   2007 — 2009
Business, Psychology

Jesse Schraft Jesse Schraft Greater New York City Area Details
Jesse Schraft's Morgan Stanley Experience October 2005 - October 2007
Job Investments Analyst at Single Family Office
Industry Investment Management
Experience
Single Family Office  August 2013 - Present
Willet Irving   June 2008 - Present
SunMoon Capital Management, LLC   April 2014 - May 2015
BBVA  November 2011 - July 2012
BBVA  December 2010 - December 2011
Macquarie Bank  October 2007 - April 2008
Morgan Stanley   October 2005 - October 2007
Lehman Brothers  October 2004 - October 2005
Ernst & Young  January 2003 - October 2004
GE Power Conversion  August 2002 - January 2003

Skills
Fixed Income Strategies, Derivatives, Financial Structuring, Business Modeling, Venture Capital, Startup Development, Accounting, Investment Strategies, Capital Markets, Fixed Income, Trading, Investments, Structured Products, Asset Management, Hedge Funds, Options, Investment Management

Education
Penn State University   1999 — 2003
Bachelor's degree, Accounting and Finance

Barry Foster Barry Foster Bolingbrook, Illinois Details
Barry Foster's Morgan Stanley Experience April 2015 - Present
Job Assistant Vice President / Regional Relationship Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   April 2015 - Present
Morgan Stanley Wealth Management  August 2005 - Present
United States Marine Corps  June 1973 - August 1994

Skills
History, Computers, Employee Training, Command

Education
Pepperdine University   1980 — 1981
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General

Oregon State University   1970 — 1974
Bachelor of Science (BS), Political Science and Government

Geoffroy Dubuisson Geoffroy Dubuisson San Francisco Bay Area Details
Geoffroy Dubuisson's Morgan Stanley Experience January 2011 - April 2011
Job Team Financial Advisor Program at Merrill Lynch
Industry Financial Services
Experience
Fuchs & Associés Finance s.a.   January 2013 - August 2014
Derivatas   September 2011 - July 2012
Morgan Stanley   January 2011 - April 2011
AlphaSearch   April 2008 - August 2009

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance, 3.5 GPA

Université Catholique de Louvain
Master of Laws, Business Law, European Law

Steve Kanteliotis Steve Kanteliotis Greater Philadelphia Area Details
Steve Kanteliotis's Morgan Stanley Experience August 2000 - July 2005
Job Managing Director Investments at Logan Square Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2005 - Present
Morgan Stanley   August 2000 - July 2005
Prudential Securities  June 1998 - August 2000

Skills
Investment Strategies, Investments, Portfolio Management, Real Estate, Strategic Financial..., Fixed Income, Asset Managment, Asset Management, Insurance, Wealth Management, Series 7, Financial Advisory, Uniform Combined State..., Finance

Education
Penn State University   1993 — 1998
Bachelor of Arts (BA)

Justin Nimergood Justin Nimergood Orange County, California Area Details
Justin Nimergood's Morgan Stanley Experience May 2006 - August 2006
Job 🔑Peak Performance Coach🔑 💯#LiveTheGoodLife! 🔥#FindIt 🔥#FeedIt 🔥#BeIt 🙌🏼#GoodLifers! 📧Justin@JustinNimergood.com
Industry Professional Training & Coaching
Experience
ZAGGTIME   May 2015 - Present
Kyäni  January 2015 - Present
Justin Nimergood   April 2014 - Present
Cisco  July 2013 - March 2014
Cisco  January 2011 - June 2013
Cisco  May 2009 - December 2010
Cisco  July 2008 - April 2009
Waddell & Reed  April 2007 - August 2007
Morgan Stanley   May 2006 - August 2006

Skills
Motivational Speaking, Public Speaking, Training, Team Building, Lifestyle Coaching, Life Coaching, Executive Coaching, Business Coaching, Coaching, Leadership Development, Personal Development, Career Counseling, Emotional Intelligence, NLP, Mastermind Groups, Work Life Balance, Entrepreneurship, Small Business, Marketing, Innovation, Optimization, Strategy, Golf, Leadership, Business Alliances, Contract Negotiations, Cloud Computing, Storage, Virtualization, Enterprise Software, Network Security, Pre-sales, Apple, Networking, Contract Negotiation, Salesforce.com, Channel Partners, Unified Communications, Business Efficiency, Sales, Sales Management, Data Center, Channel, Cisco Technologies, Managed Services, Sales Operations, Go-to-market Strategy, Strategic Partnerships

Education
The Association for Integrative Psychology   2014 — 2014
Practitioner

Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2013
Master of Science (M.S.)

The University of Texas at Austin - Red McCombs School of Business   2004 — 2008
Bachelor of Business Administration

Luc Fletcher Luc Fletcher Greater New York City Area Details
Luc Fletcher's Morgan Stanley Experience August 2010 - March 2014
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  August 2015 - Present
CIT  April 2014 - July 2015
Morgan Stanley   August 2010 - March 2014
JPMorgan Chase & Co  June 2009 - August 2009

Skills
Capital Markets, Investment Banking, Financial Analysis, Strategy, Strategic Financial...

Education
Penn State University   2006 — 2010
Bachelor of Science (BS), Economics

Simon Petrie Simon Petrie Los Angeles, California Details
Simon Petrie's Morgan Stanley Experience 1998 - 2000
Job Training Manager at Irell & Manella LLP
Industry Law Practice
Experience
Irell & Manella LLP  March 2014 - Present
Irell & Manella  January 2011 - March 2014
Irell & Manella  January 2010 - December 2010
Irell & Manella  June 2007 - December 2009
Houlihan Lokey  2001 - 2007
Morgan Stanley   1998 - 2000

Skills
Adobe Acrobat, Outlook, MIcrosoft Certified..., Microsoft Certified..., Microsoft Office..., DISC, Microsoft Word, Microsoft Excel, PowerPoint, Captivate, Voice Over, Windows, Project Management, Training, Leadership, Public Speaking, Social Media, Management, Customer Service, SharePoint, Event Planning, Microsoft Office, E-Learning

Education
Pepperdine University Graduate School of Education and Psychology   2014 — 2015
Master of Arts in Learning Technologies, 4.0

Santa Monica College   2008 — 2010
Certificate, Computer Science

Skidmore College   1991 — 1995
BS, Theatre

Cheryl Pierrelouis, MBA Cheryl Pierrelouis, MBA Allen, Texas Details
Cheryl Pierrelouis, MBA's Morgan Stanley Experience June 2004 - June 2006
Job Enterprise Risk Management, at Pacific Life Insurance
Industry Investment Management
Experience
Entrepreneur  June 2009 - Present
Pacific Life Insurance Co  February 2008 - Present
Golden Ameri Dream, Inc.   April 2013 - April 2015
Independent Capital Management AIG Financial Advisors   August 2007 - February 2008
Mongol Global Tour Company   August 2006 - August 2007
Office of the Governor  March 2006 - June 2006
Morgan Stanley   June 2004 - June 2006
CALPIRG, UC Davis   June 2005 - May 2006
CIS Data System Inc   January 2005 - September 2005

Skills
Financial Modeling, Investments, Financial Analysis, Management, Risk Management, Accounting, Forecasting, Microsoft Excel, Finance, Negotiation, Business Analysis, Process Improvement, Analysis, Budgets, Financial Reporting, Sales, Corporate Finance, Data Analysis, PowerPoint, Banking, Market Research, Microsoft Office, Microsoft Word, Customer Service, Leadership, Business Strategy, Asset Management, Research, Valuation, Strategic Planning, Strategy, Portfolio Management, Marketing, Corporate Accounting, Negotiations, Budget, Project Management, Project Planning, Investor Relations, Investor Development

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2012
MBA, MBA, Finance, Marketing, Business Management, 3.8

University of California, Davis   2002 — 2006
Bachelor; Bachelor of Arts, Economics; Chinese, 3.8

Alan M. Rhode, CFP® Alan M. Rhode, CFP® Greater Philadelphia Area Details
Alan M. Rhode, CFP®'s Morgan Stanley Experience March 2010 - March 2011
Job Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
myCIO Wealth Partners  October 2013 - January 2014
Janney Montgomery Scott LLC  April 2011 - September 2013
Morgan Stanley   March 2010 - March 2011
Northeast US Motor Sports, Inc.   October 2004 - March 2010
Voya Financial  May 2009 - November 2009
Merrill Lynch  October 2008 - May 2009
LiveHelpNow   October 2005 - October 2008

Education
The American College   2011 — 2012
CFP Board-Registered Education Program

Penn State University   2004 — 2009
Bachelor of Science (B.S.), Finance

Matthew Plagge Matthew Plagge Greater New York City Area Details
Matthew Plagge's Morgan Stanley Experience May 2010 - August 2010
Job FID Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse  July 2012 - Present
Credit Suisse  July 2013 - July 2014
Credit Suisse  June 2011 - August 2011
Morgan Stanley   May 2010 - August 2010
Pershing, a BNY Mellon company  June 2009 - August 2009

Skills
Financial Analysis, Fixed Income, Microsoft Excel, Bloomberg Terminal, Portfolio Management, German, Debt Settlement, Loans, Data Analysis, Bloomberg, Financial Modeling, Microsoft Word, Investment Banking, Middle Office, Business Development, Management, PowerPoint, Leadership, Microsoft Office

Education
Penn State University   2008 — 2012
Bachelor's Degree, Finance, German Language and International Business

Fernando A. Uribe Fernando A. Uribe Greater Los Angeles Area Details
Fernando A. Uribe's Morgan Stanley Experience April 2009 - October 2009
Job Account Manager at TrueCar, Inc.
Industry Automotive
Experience
TrueCar, Inc.   February 2014 - Present
Pension Architects - CA   May 2010 - January 2014
BMW  2010 - 2010
Morgan Stanley   April 2009 - October 2009
Consulate of Argentina - Los Angeles   September 2008 - December 2008
Sheraton  April 2008 - July 2008
Pepperdine University Department of Campus Recreation   May 2007 - April 2008
Saint Jude Catholic Community   February 2006 - August 2006

Skills
Budgets, Microsoft Excel, Time Management, Sales, Leadership, Event Planning, Public Speaking, Retirement Planning, Nonprofits, Insurance, Financial Analysis, PowerPoint, Marketing Strategy, Marketing, Salesforce.com

Education
Pepperdine University   2005 — 2009
BS, Business Administration

Westlake High School   2001 — 2005

Nichole Keller Nichole Keller Ellicott City, Maryland Details
Nichole Keller's Morgan Stanley Experience June 2010 - October 2014
Job Regulatory Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   October 2014 - Present
Morgan Stanley   June 2010 - October 2014

Skills
Derivatives, Bloomberg, Fixed Income, Hedge Funds, Equities, Investment Banking, Credit Derivatives, Securities

Education
Penn State University   2006 — 2010
Bachelor of Science (BS), Finance, General, 3.80 GPA

Penn State University   2006 — 2010
Bachelor of Arts (BA), Economics, 3.80 GPA

Dennis Samuels Dennis Samuels New York, New York Details
Dennis Samuels's Morgan Stanley Experience June 1999 - March 2003
Job Chief Information Officer
Industry Investment Management
Experience
+$2bn Event driven, multi strategy, market neutral investment fund   November 2003 - January 2015
Morgan Stanley   June 1999 - March 2003
DeltaMetriX   March 1997 - March 1999
Banque Paribas  April 1989 - March 1997
BAII Sheppards   1985 - 1990

Skills
Data Center, Trading, Vendor Management, Private Equity, Enterprise Architecture, Alternative Investments, Disaster Recovery, Fixed Income, Equities, Risk Management, Trading Systems, Investments, Electronic Trading, Integration, Hedge Funds, IT Strategy, Market Data, Derivatives, Business Analysis, Portfolio Management, Investment Banking, Cloud Computing, Asset Management, Financial Markets, Capital Markets, Equity Derivatives, Low Latency, Financial Services, Prime Brokerage, Options, Infrastructure, Strategy, Bloomberg, Sybase, FX Options, Start-ups, Management Consulting, Agile Methodologies, Management, Enterprise Software

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Jared Etkins Jared Etkins Greater New York City Area Details
Jared Etkins's Morgan Stanley Experience July 2013 - Present
Job Associate Leveraged Finance Product Control at Morgan Stanley
Industry Banking
Experience
Morgan Stanley   July 2013 - Present
IPG  September 2012 - July 2013
Morgan Stanley   February 2010 - September 2012
Genworth Financial  May 2009 - August 2009
Johnson & Johnson  January 2008 - July 2008

Education
Penn State University   2005 — 2009
BS, Finance

Kerstin Driscoll Kerstin Driscoll Binghamton, New York Details
Kerstin Driscoll's Morgan Stanley Experience March 2000 - July 2000
Job Director of Retirement Plans
Industry Financial Services
Experience
Feehan Financial Services   March 2001 - Present
Feehan Financial Services   March 2001 - Present
Security Administrators, Inc.   October 2000 - March 2001
Morgan Stanley   March 2000 - July 2000
Benefit Management, Inc.   April 1994 - March 2000
Thomas B. Fecteau Associates, Inc.   December 1991 - December 1993
Benefit Concepts, Inc.   October 1989 - September 1991
C. A. Simmons & Associates, Inc.   October 1987 - October 1989

Skills
Employee Benefits, 401k, Management, Investments, Pensions, Financial Services, Sales, Retirement Planning, Series 63, Finance, Asset Allocation, Mutual Funds, Qualified Retirement..., Cash Balance Plans, Series 6

Education
Penn State University   1983 — 1987
Bachelor's Degree, Pre-Law/ Political Science- Minor in Business

NIPA Accredited Pension Representative Exams I & II
APR Designation, Qualified Retirement Plans

The Institute for Employee Benefits Training
Certificate of Graduation, ERISA Paralegal

Michelle L. Cousar Michelle L. Cousar Greater Los Angeles Area Details
Michelle L. Cousar's Morgan Stanley Experience February 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley   February 2015 - Present

Skills
Regulatory Affairs, Due Diligence, Strategic Planning, Operations Management, Leadership, Financial Risk, Risk Management, Loan Servicing, Loans, Banking, Credit, Mortgage Lending, Underwriting, Loan Origination, Mortgage Banking, Management, Process Improvement, Financial Analysis, Cross-functional Team..., Real Estate, Credit Risk

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2009
EMBA, Business

University of Redlands   2000 — 2002
BS, Business and Managment

Nick Zangari Nick Zangari Louisville, Kentucky Details
Nick Zangari's Morgan Stanley Experience July 2003 - April 2015
Job Financial Strategist & Investor
Industry Financial Services
Experience
Morgan Stanley   July 2003 - April 2015
Dodge & Cox  May 2002 - August 2002
Microsoft  January 2001 - July 2001
GE  May 2000 - August 2000

Skills
Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Fixed Income, Management, Investment Banking, Equities, Finance, Derivatives, Financial Markets, Loans, Credit Risk, Venture Capital, Analysis, Risk Management

Education
New York University - Leonard N. Stern School of Business   2007 — 2009
MBA, Finance, Law and Business

Penn State University   1998 — 2003
BS, Finance and International Business

Saint Xavier High School

Robert Laughlin Robert Laughlin Los Angeles, California Details
Robert Laughlin's Morgan Stanley Experience March 2014 - January 2015
Job CEO at Playa Vista Capital Management, LLC
Industry Financial Services
Experience
Playa Vista Capital Management, LLC   August 2015 - Present
U.S. Green Capital Regional Center, LLC   August 2015 - Present
Crossroads Treatment Center  January 2015 - July 2015
Morgan Stanley   March 2014 - January 2015
Allied Telecom Group  March 2012 - March 2013
ClubGolf Performance Center   January 2007 - January 2010
Dicks Sporting Goods  January 2006 - January 2008

Skills
Sales, Strategic Planning, Networking, Problem Solving, Work Ethic, Passion to Succeed, Passion for Helping..., Personal Responsibility, Business Intelligence, Competitive Intelligence, Easy to Talk to, Willing to Go the Extra..., Always Willing to Learn, Salesforce.com, Marketing, Solution Selling, Managed Services, Telecommunications, Unified Communications, Direct Sales, Leadership, Cloud Computing, Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2015 — 2017
Bachelor of Science in Management/ Master of Business Administration, Management (BS); Finance (MBA)

Thomas S. Wootton

F. Thomas Schlappatha F. Thomas Schlappatha Greater Los Angeles Area Details
F. Thomas Schlappatha's Morgan Stanley Experience July 1995 - Present
Job First VP and CFP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   July 1995 - Present
FLORD Corp.   March 1989 - June 1995

Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Alternative Investments, Investments, Retirement Planning, Portfolio Management, Equities, Investment Advisory, Asset Management, Fixed Income, Securities, Financial Services, Financial Planning, Investment Strategies, Retirement, Risk Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1993 — 1995
Master of Business Administration (MBA), Finance, General

Long Beach State University   1990 — 1993
Bachelor of Science (BS), Electrical and Electronics Engineering

Mark Horvath Mark Horvath Greater New York City Area Details
Mark Horvath's Morgan Stanley Experience November 2010 - August 2014
Job Architect for Financial Services and Wealth Management at Cisco
Industry Information Technology and Services
Experience
Cisco  September 2014 - May 2015
Morgan Stanley   November 2010 - August 2014
Microsoft  January 2008 - November 2010
Microsoft  May 2005 - January 2008
Microsoft  January 2003 - May 2005
Microsoft  September 2003 - April 2005
Tirion Consulting   January 2002 - January 2003
CertCo  December 1997 - January 2002
Kurzweil AI / Lernout & Hauspie   October 1994 - December 1997
HKS  1992 - 1994

Skills
Capital Markets, Sarbanes-Oxley, HIPAA, Program Management, Software Development, Cloud Computing, Product Management, Enterprise Software, Security, IT Strategy, Business Intelligence, Business Development, Enterprise Architecture, SaaS, Project Management, Cryptography, Patent Management, Information Security, Strategy, Patents, Testing, SDLC, Integration, Leadership, Consulting, Business Process, Management, Outsourcing, Public Speaking, Process Improvement, Professional Services, Vendor Management, Risk Management, Software Project...

Education
University of Massachusetts   1987 — 1992
Ph.D.

Pennsylvania State University   1982 — 1987
BS

Burrell High

Burrell High

Burrell High

William J. Brennan William J. Brennan Greater New York City Area Details
William J. Brennan's Morgan Stanley Experience 2005 - 2007
Job MBA • CPA
Industry Financial Services
Experience
J.P. Morgan   2012 - 2014
Seton Hall University  2011 - 2014
College Hill Tax Associates   2011 - 2011
CIT  2007 - 2011
Morgan Stanley   2005 - 2007
Morgan Stanley   2003 - 2005
Morgan Stanley   2000 - 2002
Prudential Financial  1995 - 2000
Brady and Associates, Ltd.   1993 - 1995

Skills
Financial Reporting, Leadership, Strategic Planning, Relationship Management, Workflow Management, Collaboration, Process Optimization, Team Building, Budget Management, General Ledger, Accounting, Data Integrity, Auditing, GAAP, Tax, Equities, Asset Management, Internal Controls, Investments, CPA, Management, Finance, Financial Services, Financial Analysis, Corporate Finance, Microsoft Excel, Process Improvement, Microsoft Office, Analysis

Education
Seton Hall University   2011 — 2014
MBA, Finance, 3.88

Penn State University   1988 — 1992
Bachelor of Science, Accounting

Matthew McDevitt Matthew McDevitt Philadelphia, Pennsylvania Details
Matthew McDevitt's Morgan Stanley Experience August 2014 - Present
Job Investor Service Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley   August 2014 - Present
The Church Farm School   September 2008 - June 2014
Woods Services  November 2003 - June 2008

Skills
Statistics, Algebra, Calculus, Basketball Coaching, Trigonometry, Teaching, Probability, Microsoft Office, Organization, Time Management, Educational Technology, 21st Century Skills, Tutoring, Lesson Planning, Applied Mathematics, Curriculum Development

Education
Temple University   2004 — 2008
Masters of Education (M.Ed.), Secondary Mathematics

Saint Joseph's University   2000 — 2003
Bachelors of Science (B.S.), Psychology

Philadelphia University   1998 — 2000
Mathematics and Computer Science

Andrew Durante Andrew Durante New York, New York Details
Andrew Durante's Morgan Stanley Experience October 2012 - Present
Job Fixed Income Bank Resource Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   October 2012 - Present
Morgan Stanley   2009 - October 2012

Education
Penn State University   2005 — 2009
Bachelor of Science, Finance, Economics

Peter Bolton Peter Bolton New York, New York Details
Peter Bolton's Morgan Stanley Experience July 2008 - May 2011
Job MBA Rotation Program at Prudential
Industry Financial Services
Experience
Prudential Financial  July 2015 - Present
Geller & Company  May 2011 - June 2015
Morgan Stanley   July 2008 - May 2011
Morgan Stanley   July 2006 - July 2008
Morgan Stanley   July 2005 - July 2006

Skills
Analytics, Financial Modeling, Financial Analysis, Forecasting, Financial Services, Competitive Analysis, Business Analysis, VBA, Process Improvement, Analysis, Data Analysis, Business Strategy, Strategic Planning, Market Research, Strategy, Essbase, Corporate Finance, Bloomberg, Valuation, Fixed Income

Education
NYU Stern School of Business   2012 — 2015
MBA, duel concentration in Economics & Banking

Penn State University   2001 — 2005
BS, Finance

Nick Maenhout Nick Maenhout Greater New York City Area Details
Nick Maenhout's Morgan Stanley Experience January 2009 - August 2015
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2015 - Present
Morgan Stanley   January 2009 - August 2015

Skills
Structured Products, Equities, ETFs, Bloomberg, Securities, Equity Derivatives, Hedge Funds, Investments, Valuation, Financial Modeling, Equity Swaps, Excel, VBA, Financial Analysis, Financial Reporting, Data Analysis, Bloomberg Terminal, Finance, Product Control, Delta One, Access, Financial Accounting, Options, Financial Statement...

Education
Pennsylvania State University   2004 — 2008
Bachelor of Science (B.Sc.), Finance

Christina Alvira Christina Alvira Greater New York City Area Details
Christina Alvira's Morgan Stanley Experience November 2013 - Present
Job Campus Recruiter at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   November 2013 - Present
Bloomberg  April 2011 - Present
Coleman Research Group  July 2010 - April 2011
Bank of America Career Services Center   September 2008 - November 2010
Joseph V. Cardona and Associates   June 2006 - August 2009
The Newtown Athletic Club   September 2002 - May 2009

Education
Penn State University   2006 — 2010
Bachelors, English, Spanish

Nicole DeCarlo Nicole DeCarlo Greater New York City Area Details
Nicole DeCarlo's Morgan Stanley Experience September 2014 - Present
Job Vice President, Advisory Operations Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   September 2014 - Present
UBS  2005 - Present

Skills
Microsoft Office, Customer Service, Strategic Planning, Team Leadership, Project Management, Risk Management, Team Building, Training, Process Improvement, Change Management, Performance Management

Education
Penn State University

Phil Plotnick Phil Plotnick Greater Philadelphia Area Details
Phil Plotnick's Morgan Stanley Experience 1985 - November 2008
Job Senior Vice President, Investments Plotnick Forman Group
Industry Financial Services
Experience
UBS Financial Services  November 2008 - Present
Morgan Stanley   1985 - November 2008

Education
Penn State   1980 — 1984

Tashaan Forehan-Kelly, CRPC Tashaan Forehan-Kelly, CRPC Greater Los Angeles Area Details
Tashaan Forehan-Kelly, CRPC's Morgan Stanley Experience October 2008 - August 2011
Job Entrepreneur
Industry Financial Services
Experience
Veracious Advisors   May 2013 - Present
Athletes Renaissance   April 2013 - Present
Merrill Lynch  September 2011 - April 2013
Morgan Stanley   October 2008 - August 2011
Professional Athlete  June 2006 - April 2008

Skills
Investment Strategies, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Event Planning, Alternative Investments, Finance, Series 7, Financial Modeling, Asset Management, Investment Advisory, 401k, Estate Planning, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Advisory, Series 63, Equities

Education
Pepperdine University

University of California, Berkeley
Social

W David Buss W David Buss Greater Los Angeles Area Details
W David Buss's Morgan Stanley Experience November 1993 - April 2003
Job President, He'e Nalu Investing, Inc. & DavesFavs.com, Inc.
Industry Financial Services
Experience
He'e Nalu Investing, Inc.   January 2006 - Present
DavesFavs.com, Inc.   January 2006 - Present
Gramercy Housing Group   1998 - 2010
Smith Barney  April 2003 - January 2006
Morgan Stanley   November 1993 - April 2003
SunAmerica  August 1989 - November 1993
U.S. Army   1978 - 1988

Skills
Portfolio Management, Investments, Investment Advisory, Financial Planning, Financial Analysis, Strategic Planning, Valuation, Competitive Analysis, Asset Allocation, Asset Management, Securities, Equities, Investment Strategies, Wealth Management, Bonds, Fixed Income, Private Wealth..., Alternative Investments, Mutual Funds, Retirement, 401k, Retirement Planning, Financial Advisory, Private Equity, Insurance, Due Diligence, Wealth, Portfolios, Equity Research, Financial Modeling, Insurance Planning, Financial Markets, Annuities, ETFs, Personal Finance, Industry Analysis, Stocks, IRA's, Wealth Preservation, Asset, Derivatives, Risk Management, Debt, Retirement Income..., Cash Flow Management, Equity Valuation, High Net Worth..., Series 65, Asset Managment, Accounting

Education
Pepperdine University   2012 — 2015
Executive Certificate in Financial Planning, Financial Planning and Services

University of California, Los Angeles - The Anderson School of Management   1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General

Rider University   1975 — 1978
B.A., Political Science

Vassili Golikov Vassili Golikov Greater New York City Area Details
Vassili Golikov's Morgan Stanley Experience July 2013 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   July 2013 - Present
Miami International Holdings  April 2012 - July 2013
E*TRADE Financial  May 2011 - March 2012
Credit Suisse  July 2007 - April 2011
American Stock Exchange  June 2006 - July 2007
eRT  July 2001 - June 2006
Baltros   March 1999 - March 2001

Skills
C++, Linux Kernel, TCP/IP, UDP, Oracle SQL, Electronic Trading, FIX, Ultra Low Latency, Low Latency Trading, x86 Assembly, Microarchitecture, Linux, Unix Shell Scripting, SQL, Unix, PL/SQL, Oracle, Algorithms, STL, JDBC, Database Design, Trading Systems

Education
Peter the Great St.Petersburg Polytechnic University   1993 — 1999
Master, Computer Engineering

Псковский технический лицей   1991 — 1993

Tom Santamaria Tom Santamaria Greater Philadelphia Area Details
Tom Santamaria's Morgan Stanley Experience April 1998 - 2008
Job Senior Member Technical Staff at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management  2012 - Present
Multiple Companies  2008 - 2012
Morgan Stanley   April 1998 - 2008
U.S. Healthcare   1996 - 1998
Andersen Consulting  1991 - 1996
General Electric Aerospace  1985 - 1991
McDonnell Douglas  1982 - 1985

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2010

University of Pittsburgh   1978 — 1982

Bill Saltz Bill Saltz Greater Denver Area Details
Bill Saltz's Morgan Stanley Experience February 1986 - November 2005
Job Legal Service Plans, Identity Theft Protection, Finance, Insurance, Small Business,
Industry Legal Services
Experience
Aegis Plans, LLC   June 2012 - Present
Prime West Colorado   November 2008 - Present
Morgan Stanley   February 1986 - November 2005

Skills
Series 7, Wealth Management, Equities, Asset Managment, Series 63, Investments, Insurance, Financial Modeling, Financial Analysis

Education
Pepperdine University   1976 — 1979
Bachelor of Business Administration (BBA), Business/Managerial Economics

Santa Monica College   1974 — 1976
Associate's Degree, Business Administration and Management, General

Natrona County High School   1971 — 1974

Aaron Reyes Aaron Reyes Greater New York City Area Details
Aaron Reyes's Morgan Stanley Experience September 2014 - Present
Job Vice President Real Estate Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   September 2014 - Present
Bank of America Merrill Lynch  August 2009 - September 2013
UCLA Anderson  August 2007 - June 2009
Banc of America Securities  June 2008 - September 2008
Accenture  2001 - 2007

Skills
Real Estate, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Properties, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Management Consulting, Due Diligence, Strategy, Real Estate Financing, Capital Markets, Entrepreneurship, Financial Services, Market Research

Education
UCLA Anderson School of Management   2007 — 2009
MBA, Finance

Pepperdine University   1997 — 2001
BS, Finance

Carl Raff Carl Raff Greater Memphis Area Details
Carl Raff's Morgan Stanley Experience October 2000 - May 2004
Job connecting people, ideas and capital
Industry Renewables & Environment
Experience
Hydrocore, Inc.   March 2011 - Present
Business Enhancement Associates   August 2008 - Present
March Companies   July 2007 - August 2008
Merrill Lynch  April 2006 - June 2007
Morgan Stanley   October 2000 - May 2004
American Senior Development   September 1997 - September 2000
Carra Company   January 1994 - August 1997

Skills
Investments, Financial Advisory, Strategic Financial..., Corporate Finance, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Series 7, Capital Markets, Investment Management, Management Consulting, Structured Finance, Finance, Banking, Small Business..., Strategic Planning

Education
Pepperdine University   1987 — 1988
MBA, Master of Business Administration- Executive Program

University of Colorado Boulder   1975 — 1980
BS, Architectural Engineering

University of Colorado Boulder - Leeds School of Business   1975 — 1980
BS, Finance

Andrea Rapaport Andrea Rapaport Greater New York City Area Details
Andrea Rapaport's Morgan Stanley Experience 2007 - 2008
Job Vice President US Head of Infrastructure Resourcing at Barclays Investment Bank
Industry Human Resources
Experience
Barclays Investment Bank  August 2012 - Present
Barclays Investment Bank  August 2010 - July 2012
Dewey & LeBoeuf  May 2008 - July 2010
Morgan Stanley   2007 - 2008
Strategic Workforce Solutions  1995 - 2007

Skills
Legal Recruiting, Compliance Recruiting, Risk Recruiting

Education
Pepperdine University School of Law   1991 — 1994
J.D., Law

University of California, Berkeley   1985 — 1990
B.A., English & History

Charles Crapse Charles Crapse Miami/Fort Lauderdale Area Details
Charles Crapse's Morgan Stanley Experience September 1997 - June 1999
Job Senior Vice President at Jones Lang LaSalle
Industry Real Estate
Experience
JLL  September 2013 - Present
Bayview Asset Management  August 2010 - September 2013
CB Richard Ellis  April 2000 - April 2009
Morgan Stanley   September 1997 - June 1999

Skills
Real Estate, Asset Managment, Real Estate Economics, Valuation, Real Estate Development, Asset Management, Due Diligence, Commercial Real Estate, Real Estate Transactions, Leases, Brokerage, Corporate Real Estate, Property Management, Investment Properties, Acquisitions, Disposition

Education
University of Miami - School of Business   1999 — 2001
MBA

Penn State University   1993 — 1997
BA, History

Chad Maran Chad Maran Greater Philadelphia Area Details
Chad Maran's Morgan Stanley Experience May 2005 - January 2013
Job Facilities Move Coordinator at The Brickman Group
Industry Information Technology and Services
Experience
The Brickman Group  March 2013 - Present
Morgan Stanley   May 2005 - January 2013
Maran Family   1978 - 2013
Morgan Stanley   May 2003 - April 2005
Morgan Stanley   May 2002 - April 2003

Skills
Cisco Technologies, Avaya, Telecommunications, System Deployment, Vendor Management, Disaster Recovery, Data Center, Visio, IT Management, SDLC, Avaya Technologies

Education
Pennsylvania State University - University Park   1996 — 2000
BS, Operations and Information Systems Management

Jim Wiggins Jim Wiggins Greater New York City Area Details
Jim Wiggins's Morgan Stanley Experience May 2006 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   May 2006 - Present
Merrill Lynch  1985 - 2005

Skills
Financial Services, Marketing, Strategic Communications, Corporate Communications, Business Strategy, Media Relations, Investor Relations, Crisis Communications, Private Equity, Internal Communications, Management, Public Relations, Asset Management, Publishing, Editing, Journalism, Series 7, Alternative Investments, Mutual Funds, Digital Marketing, Risk Management, Investments, Fixed Income, Communication Training, Strategy, Copywriting, Social Media Marketing, Content Strategy, Marketing Strategy, Speech Writing, Investment Banking, Content Management, Press Releases, Capital Markets, Digital Media, Series 63, Marketing Communications, Social Media, Equities, Content Development, Portfolio Management, Wealth Management, Integrated Marketing, Editorial, Securities, Strategic Planning, Hedge Funds, Mergers & Acquisitions, Asset Allocation

Education
Penn State University   1968 — 1972
BA, journalism

Jeffery Keene Jeffery Keene Brooklyn, New York Details
Jeffery Keene's Morgan Stanley Experience August 2006 - October 2012
Job Founder of Master12 Game Studio
Industry Computer Games
Experience
The Game Agency  October 2014 - Present
Master12 Game Studio   October 2012 - Present
Morgan Stanley   August 2006 - October 2012
Sapient Corporation  February 2005 - July 2006
Lockheed Martin  September 2004 - February 2005
NDCHealth Inc.   March 2001 - August 2004
TDLC.com   January 2000 - March 2001
TSBI   February 1998 - January 2000

Skills
Unity3D, Java, C#, JavaScript, CSS3, Agile Project Management, PMO, Agile Methodologies, Project Portfolio..., SDLC, Software Project..., Program Management, Project Management, PMP, Vendor Management, Business Analysis, Risk Management, Requirements Gathering

Education
Pennsylvania State University-Erie Campus   1993 — 1998
Bachelor of Science (B.S.), Management Information Systems

Mike Umbro Mike Umbro San Diego, California Details
Mike Umbro's Morgan Stanley Experience July 2006 - April 2007
Job Principal at FieldView Capital
Industry Oil & Energy
Experience
FieldView Capital   March 2008 - Present
Cornerstone Capital Holdings   July 2014 - Present
FMV Capital Markets   December 2013 - Present
Bainbridge Capital  July 2007 - January 2008
Morgan Stanley   July 2006 - April 2007
Evolution Capital   July 2005 - May 2006

Skills
Mergers, Private Equity, Investments, Entrepreneurship, Finance, Energy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Investment Banking, Business Valuation, Venture Capital, Capital Markets, Business Strategy, Alternative Investments, M&A experience, Hedge Funds, Deal Origination, Deal Creation

Education
Pepperdine University   2001 — 2005
BA, Economics

University of Tulsa   2014 — 2016
Master of Energy Business, Energy Business

Torrey Pines High School

Greg Kops Greg Kops Greater New York City Area Details
Greg Kops's Morgan Stanley Experience August 2015 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2015 - Present
Telsey Advisory Group  March 2014 - August 2015
MKM Partners  2012 - 2012
Citi  2005 - 2011

Skills
Equities, Hedge Funds, Series 7, Portfolio Management, Bloomberg

Education
Pepperdine University   1998 — 2002

The Pomfret School   1996 — 1998

Robert Jette Robert Jette San Francisco Bay Area Details
Robert Jette's Morgan Stanley Experience January 2000 - January 2002
Job Trust and Investment Management
Industry Investment Management
Experience
CCOW - CAPITAL CORP   January 2004 - April 2009
Comerica Bank  January 2002 - December 2003
Morgan Stanley   January 2000 - January 2002
Morgan Stanley   January 2000 - January 2002
Rankin Oneal   January 1989 - January 1999

Education
Pepperdine University School of Law   1976 — 1979
JD, Law

Pepperdine University
Juris Doctorate

Gino Gambardello Gino Gambardello Greater Philadelphia Area Details
Gino Gambardello's Morgan Stanley Experience 2008 - September 2008
Job Trustmark/Starmark Insurance
Industry Semiconductors
Experience
Morgan Stanley   2008 - September 2008
Mindspeed  1997 - 2007
Conexant Systems Inc  1997 - 1999
Analog Devices  1990 - 1991
Precision Monolithics  1980 - 1991

Education
Philadelphia University   1987 — 1990
MBA

Temple University
Associate

Wes Holbert Wes Holbert Greater Chicago Area Details
Wes Holbert's Morgan Stanley Experience November 2000 - February 2008
Job Data Analytics Engineer
Industry Insurance
Experience
Allstate  June 2014 - Present
US Foods  October 2011 - June 2014
Accenture  May 2008 - November 2011
Morgan Stanley   November 2000 - February 2008

Skills
Data Warehousing, ETL, Informatica, Data Integration, Oracle, SQL, Oracle SQL Developer, PL/SQL, Unix, Big Data Analytics, Hadoop, Impala, Hive, Business Intelligence, Data Modeling, Erwin, TOAD, Microsoft Office, SDLC, Requirements Analysis, SAS, XML, XML Spy, Microsoft SQL Server, DB2, Sybase, Agile Methodologies, Star Schema, Ab Initio, OLTP, OLAP, Business Analysis, Visio, Tableau, Control-M, Autosys

Education
Penn State University
Associate's Degree, Computer Science

Robert Morris University
Bachelor's Degree, Business Administration

Murali Ayinala Murali Ayinala Greater New York City Area Details
Murali Ayinala's Morgan Stanley Experience March 2011 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley   March 2011 - Present
Credit Suisse  June 2008 - March 2011
Bank of America  April 2007 - June 2009

Education
Periyar University   1998 — 2002

Brett Pechersky Brett Pechersky Greater Pittsburgh Area Details
Brett Pechersky's Morgan Stanley Experience 1999 - 2001
Job Registered Representative and Investment Advisor Representative at Cambridge Investment Research
Industry Investment Management
Experience
Berer Financial Management   June 2001 - Present
Trustmont Financial Group/ Trustmont Advisory Group   January 2007 - March 2013
Morgan Stanley   1999 - 2001

Skills
Retirement Planning, Investment Advisory, Retirement, Series 7, Investments, Fixed Annuities, Wealth Management, Mutual Funds, Asset Allocation, 401k, Estate Planning, Alternative Investments, Asset Managment, Sales, Strategic Financial..., Portfolio Management, Insurance, Real Estate, Licensing, Marketing, Strategic Planning, Securities, Small Business, Financial Services, Investment Strategies, Series 63

Education
Penn State University   1995 — 1999
BS, Marketing

Sarah Clark, CPA Sarah Clark, CPA New York, New York Details
Sarah Clark, CPA's Morgan Stanley Experience July 2010 - Present
Job
Industry Accounting
Experience
Morgan Stanley   July 2010 - Present
KPMG  June 2004 - June 2010
Schreiber & Associates   September 2003 - May 2004

Skills
Derivatives, Equities, Fixed Income, Commodities, FX, Technical Accounting, Fair Value, Hedge Accounting, Investment Banking, Debt & Equity Financing, Regulatory Capital, Regulatory Policy, Accounting Policy, Financial Reporting, Accounting, OTC Derivative Clearing

Education
Pepperdine University   2000 — 2004
BA

Lee Markowitz, CFA Lee Markowitz, CFA Greater New York City Area Details
Lee Markowitz, CFA's Morgan Stanley Experience March 2003 - November 2004
Job Analyst, Partner and Portfolio Manager at Continental Capital Advisors, LLC
Industry Financial Services
Experience
Continental Capital Advisors, LLC   January 2009 - Present
Pilot Advisors   December 2004 - January 2009
Morgan Stanley   March 2003 - November 2004
Morgan Stanley   July 2000 - March 2003

Skills
Contract Negotiation, Underwriting, Equities, Marketing, Project Management, PowerPoint, Budgets, Hedge Funds, Global Macro, Business Development, Asset Management, Microsoft Excel, Analysis, Alternative Investments, Project Planning, Valuation, Account Management, Hedging, Fixed Income, Business Analysis, New Business Development, Microsoft Office, Program Management, Strategic Planning, Financial Analysis, Management

Education
Chartered Financial Analyst   2001 — 2003
Chartered Financial Analyst

Penn State University   1996 — 2000
Bachelor's degree, Bachelor of Science in Finance

Ryan Verano Ryan Verano Greater Philadelphia Area Details
Ryan Verano's Morgan Stanley Experience September 2010 - Present
Job VP at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   September 2010 - Present
PricewaterhouseCoopers  July 2003 - September 2010

Education
Penn State University   1999 — 2003

Lisa Gooley, MBA Lisa Gooley, MBA Greater Philadelphia Area Details
Lisa Gooley, MBA's Morgan Stanley Experience May 2002 - November 2003
Job Senior Accountant at ERT
Industry Accounting
Experience
ERT  October 2012 - Present
Campbell Soup Company  March 2007 - September 2012
Bowman & Company  August 2005 - March 2007
THE ARDMORE ALLIANCE   August 2004 - August 2005
STONE ENTERTAINMENT   September 2000 - December 2003
Morgan Stanley   May 2002 - November 2003

Skills
SOX, GAAP, Excel, Word, Microsoft Office, Financial Reporting, General Ledger, SAP, Customer Service, Analysis, Auditing, Problem Solving, Process Improvement, Team Building, Financial Accounting

Education
Philadelphia University   2004 — 2005
Master of Business Administration, Management

Philadelphia University   2000 — 2004
Bachelor of Science, Accounting

Rachel George Bricker Rachel George Bricker Pittsburgh, Pennsylvania Details
Rachel George Bricker's Morgan Stanley Experience September 2005 - August 2008
Job Partner Management Senior Advisor at Dell
Industry Marketing and Advertising
Experience
Dell  January 2009 - April 2013
Morgan Stanley   September 2005 - August 2008

Skills
Account Management, New Business Development, Strategic Planning, Social Media, Business Development

Education
Penn State University   2000 — 2004
Bachelor, Business

Esther Jin, MSOD Esther Jin, MSOD San Francisco Bay Area Details
Esther Jin, MSOD's Morgan Stanley Experience September 2006 - June 2007
Job Managing Partner IPO Private Equity Group | Going Public and Capital Access
Industry Investment Banking
Experience
IPO Private Equity Group   May 2015 - Present
EJ Consulting Group   July 2012 - May 2015
Larcen Constulting Group   November 2010 - June 2011
Morgan Stanley   September 2006 - June 2007

Skills
Strategy, Organizational..., Management Consulting, Change Management, Executive Coaching, Leadership Development, Business Strategy, Entrepreneurship, Organizational Design, Venture Capital, Private Equity, IPO, Capital, Funding

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2013
Master degree, Organization Development

San Jose State University   2000 — 2005
Bachelor of Science (BS), International Business

Ivy Pierson Ivy Pierson Greater Los Angeles Area Details
Ivy Pierson's Morgan Stanley Experience January 2000 - April 2006
Job Registered Investment Advisor at Pierson Wealth Management
Industry Financial Services
Experience
Pierson Wealth Management   January 2000 - Present
Pierson Wealth Management   January 2000 - Present
Morgan Stanley   January 2000 - April 2006

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1997 — 1999
MBA, Business/Managerial Economics

Universidad Iberoamericana, Ciudad de México
BS, Management Information Systems and Services

michael alan michael alan Scranton, Pennsylvania Area Details
michael alan's Morgan Stanley Experience July 1998 - October 2006
Job Ticket Broker at M.A. Tickets
Industry Entertainment
Experience
M.A. Tickets   November 2006 - Present
Morgan Stanley   July 1998 - October 2006

Education
Penn State University   1993 — 1998
BS, Computer Science

Rachel Brewster, CAIA Rachel Brewster, CAIA San Francisco Bay Area Details
Rachel Brewster, CAIA's Morgan Stanley Experience October 2006 - November 2008
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies  August 2015 - Present
Bank of America Merrill Lynch  September 2013 - August 2015
Man Investments  July 2012 - September 2013
J&W Seligman  August 2009 - July 2012
Morgan Stanley   October 2006 - November 2008
Crosslink Capital  April 2005 - October 2006
Piper Jaffray  August 2003 - April 2005
Banc of America Securities  June 1999 - August 2003
Lehman Brothers  April 1997 - May 1999
Bernstein Global Wealth Management  1995 - 1997

Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity

Education
Pepperdine University   1991 — 1995
BS, Business Administration

Flathead High School

Lee Dunayer Lee Dunayer Greater Los Angeles Area Details
Lee Dunayer's Morgan Stanley Experience September 2009 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley   September 2009 - Present
Morgan Stanley Smith Barney  September 2009 - Present
UBS Wealth Management  June 2004 - September 2009

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1987 — 1989

University of Southern California   1981 — 1983
B.A ., Political Science

Pepperdine University, The George L. Graziadio School of Business and Management

Laura Abramson Laura Abramson Greater Philadelphia Area Details
Laura Abramson's Morgan Stanley Experience 1999 - 2003
Job VP State Street Investment Manager Services
Industry Financial Services
Experience
State Street Investment Manager Services   September 2010 - June 2014
MaxYourImage   2003 - September 2010
Morgan Stanley   1999 - 2003
Morgan Stanley Investment Management  1995 - 2003
Miller Anderson & Sherrerd  1983 - 1995
Dun & Bradstreet  1980 - 1983

Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Asset Management, Investment Management, Investments, Financial Services, Asset Allocation, Bloomberg, Securities, Portfolio Management, Investment Strategies, Trading Systems, Management

Education
Penn State University
BS, Business, French

Sergey Margolin Sergey Margolin Greater New York City Area Details
Sergey Margolin's Morgan Stanley Experience December 2014 - Present
Job Business Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley   December 2014 - Present
Bank of NY and Mellon   September 2006 - November 2014
Bank of NY and Mellon   May 1999 - August 2006
Bank of NY  March 1995 - May 1999

Skills
SDLC, Databases, Analysis, Management, Data Analysis, Security, Leadership, Web Applications, Systems Analysis, Business Requirements, MS Project, Project Management, Software Project..., PMP

Education
Saint Petersburg State Polytechnical University   1973 — 1978
BS, Civil engineering, programming

Marc Comerchero Marc Comerchero Greater New York City Area Details
Marc Comerchero's Morgan Stanley Experience 2000 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock  August 2006 - Present
Morgan Stanley   2000 - 2006
Ernst & Young  1997 - 2000
Ernst & Young  1994 - 2000

Skills
Hedge Funds

Education
Penn State University
BS, Accounting

Joe Randolph Joe Randolph Greater Los Angeles Area Details
Joe Randolph's Morgan Stanley Experience May 2008 - August 2008
Job Manager at Deloitte
Industry Real Estate
Experience
Deloitte  June 2015 - Present
Deloitte & Touche  August 2010 - July 2015
Deloitte & Touche  June 2009 - August 2009
Morgan Stanley   May 2008 - August 2008

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2010
MBA, Finance

Pepperdine University   2005 — 2009
BS, Accounting

Matt Lyman Matt Lyman Coeur D Alene, Idaho Details
Matt Lyman's Morgan Stanley Experience March 1996 - April 2011
Job Vice PresidentWealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2011 - Present
Morgan Stanley   March 1996 - April 2011

Skills
Wealth Management..., IRAs, 401k Rollovers, Bonds, Financial Advisory, Securities, Investment Strategies, Strategic Financial..., Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Retirement, Strategic Planning, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Options, Investment Management, Separately Managed..., Alternative Investments, Financial Planning, Asset Managment, Hedge Funds, Mortgage Lending, Series 6, Series 65

Education
Penn State University   1988 — 1992
BS

Laura A. Wassell Laura A. Wassell Greater Philadelphia Area Details
Laura A. Wassell's Morgan Stanley Experience May 2001 - May 2004
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services, Inc  May 2004 - Present
Morgan Stanley   May 2001 - May 2004

Education
Philadelphia University   2000 — 2001
MBA

Philadelphia University   1996 — 2000
BS, Finance

Larry McGhee Larry McGhee United States Details
Larry McGhee's Morgan Stanley Experience August 1994 - November 1995
Job Business Manager at Loma Linda Universit
Industry Management Consulting
Experience
Loma Linda Universit   January 2009 - June 2013
Los Angeles Unified School District  January 2000 - June 2006
Morgan Stanley   August 1994 - November 1995
Southern California Gas Company  January 1970 - April 1994

Skills
Business Strategy, Strategic Planning, Change Management, Management Consulting, Business Planning, Project Management, Business Development, New Business Development, Program Management, Budgets, Business Analysis, Coaching

Education
Pepperdine University   1974 — 1977
Master of Business Administration (MBA), Business Administration and Management, General

Cal State Los Angeles
Bachelor of Science (BS), Business Administration and Management, General

Douglas Bayer Douglas Bayer Washington D.C. Metro Area Details
Douglas Bayer's Morgan Stanley Experience January 1995 - May 2011
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  2011 - Present
Morgan Stanley   January 1995 - May 2011

Education
Penn State University   1987 — 1991
BS, Economics

Michael Winnick Michael Winnick Baltimore, Maryland Area Details
Michael Winnick's Morgan Stanley Experience June 2007 - June 2012
Job Operations Engineer
Industry Marketing and Advertising
Experience
Millennial Media  September 2015 - Present
Millennial Media  2013 - September 2015
Millennial Media  2012 - 2013
Morgan Stanley   June 2007 - June 2012

Skills
Excel VBA, Excel, Microsoft Office, Credit Derivatives, Interest Rate..., Currency, Internal Controls, Testing, Budgeting, Costing, Training & Development, People Management, Procedure Development, Process Improvement, Business Continuity, SQL

Education
Penn State University
Bachelor of Science (B.S.), Finance, General, 3.61

Corey Farley Corey Farley Baltimore, Maryland Details
Corey Farley's Morgan Stanley Experience January 2012 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2012 - Present
Johnson & Johnson  June 2010 - January 2011

Education
Penn State University   2007 — 2011
Bachelor of Science, Finance

Elizabeth Rupert Elizabeth Rupert Charlotte, North Carolina Details
Elizabeth Rupert's Morgan Stanley Experience November 2012 - November 2012
Job Manager, Trading & Risk Management at Accenture
Industry Management Consulting
Experience
Accenture  June 2006 - Present
Chevron  July 2012 - October 2013
Morgan Stanley   November 2012 - November 2012
Constellation Energy  April 2012 - April 2012
Edison Mission Energy  2008 - 2012

Skills
Energy, Commodity Markets, Business Process..., Program Management, Data Warehousing, Risk Management, Renewable Energy, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Change Management, Project Finance, Business Analysis

Education
Penn State University   2002 — 2006
BS, Finance

Keith Arendsee Keith Arendsee Greater Nashville Area Details
Keith Arendsee's Morgan Stanley Experience 2001 - 2008
Job Senior Financial Advisor at Torrey Pines Securities
Industry Financial Services
Experience
Torrey Pines Securities   2008 - Present
Morgan Stanley   2001 - 2008
Merrill Lynch  1996 - 2001

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing

Education
Pepperdine University   1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General

Danielle Stackiewicz Danielle Stackiewicz Austin, Texas Area Details
Danielle Stackiewicz's Morgan Stanley Experience April 2010 - April 2013
Job Product Manager at Q1Media
Industry Information Technology and Services
Experience
Q1Media  September 2014 - Present
Star Management Services LLC  April 2013 - Present
Morgan Stanley   April 2010 - April 2013
Bank of America  January 2009 - April 2013
Merrill Lynch  July 2007 - December 2008

Skills
Microsoft Office, MS Project, Experienced Business..., Photoshop, Siebel, Quality Center, TFS, Oracle HR, Project Management, Business Objects, Visio, Quality Assurance, User Acceptance Testing, SDLC, Requirements Analysis, Functional..., Issue Management, Change Management

Education
Penn State University
Bachelor of Science, Business Management

Michael B. Murray Michael B. Murray Norristown, Pennsylvania Details
Michael B. Murray's Morgan Stanley Experience January 2000 - November 2001
Job Treasurer & Taxcollector
Industry Government Administration
Experience
West Norriton Twp. PA   January 2010 - Present
Morgan Stanley   January 2000 - November 2001
Exelon  May 1980 - January 1999

Skills
Financial Analysis, Financial Reporting, Accounting, Risk Management, Budgets, Managerial Finance, Microsoft Excel, Analysis, Finance, Financial Modeling, Government, Policy

Education
Philadelphia University Graduate Studies   1976 — 1977

Philadelphia University   1974 — 1976
Accounting and Finance

Sally Kruk Sally Kruk Elkton, Maryland Details
Sally Kruk's Morgan Stanley Experience July 2000 - February 2009
Job
Industry Financial Services
Experience
M & T Securities   February 2014 - Present
Lovett Advisors, LLC   June 2012 - December 2013
UBS Financial Services  February 2009 - April 2012
Morgan Stanley   July 2000 - February 2009

Skills
Client Services

Education
Penn State University

Gary Barss Gary Barss Greater Seattle Area Details
Gary Barss's Morgan Stanley Experience September 1992 - April 2009
Job The Quantum Group, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  April 2009 - Present
Morgan Stanley   September 1992 - April 2009

Education
Pepperdine University   1989 — 1992

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