Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
+$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
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
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
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
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
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
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
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
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
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
Morgan Stanley October 2012 - Present
Morgan Stanley 2009 - October 2012
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance, Economics
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
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
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
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
UBS Financial Services November 2008 - Present
Morgan Stanley 1985 - November 2008
Education
Penn State 1980 — 1984
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Morgan Stanley March 2011 - Present
Credit Suisse June 2008 - March 2011
Bank of America April 2007 - June 2009
Education
Periyar University 1998 — 2002
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
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
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
Morgan Stanley September 2010 - Present
PricewaterhouseCoopers July 2003 - September 2010
Education
Penn State University 1999 — 2003
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
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
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
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
M.A. Tickets November 2006 - Present
Morgan Stanley July 1998 - October 2006
Education
Penn State University 1993 — 1998
BS, Computer Science
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
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
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
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
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
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
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
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
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
Barclays Wealth and Investment Management 2011 - Present
Morgan Stanley January 1995 - May 2011
Education
Penn State University 1987 — 1991
BS, Economics
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
Morgan Stanley January 2012 - Present
Johnson & Johnson June 2010 - January 2011
Education
Penn State University 2007 — 2011
Bachelor of Science, Finance
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
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
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
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
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
UBS April 2009 - Present
Morgan Stanley September 1992 - April 2009
Education
Pepperdine University 1989 — 1992