Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - January 2015
J.P. Morgan April 2013 - April 2014
J.P. Morgan April 2012 - April 2013
JPMorgan (Hong Kong) January 2012 - April 2012
JPMorgan (Hong Kong) February 2010 - January 2012
JPMorgan Chase July 2009 - February 2010
JPMorgan Chase July 2008 - July 2009
Baruch College February 2003 - July 2008
New Oriental School (Wuhan, China) June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategy, CRM, Securities, Financial Reporting, Financial Services, Finance, Due Diligence, Financial Accounting, Leadership, Bloomberg Terminal, Fixed Income, Bloomberg, Asset Managment, Process Improvement, Microsoft Excel, Banking, Analysis, Credit, Internal Controls, Account Reconciliation, Relationship Management, Auditing, Financial Risk, Investments, Asset Management, Data Analysis, Cash Management, Accounting, Forecasting, Private Equity, Alternative Investments, Economics, Valuation, Strategic Financial..., Budgets, Tax, Risk Management, Credit Analysis, Business Analysis, Access, Managerial Finance, Credit Risk, Mergers & Acquisitions
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Arts (B.A.), History
Colegio de Espana 2006 — 2007
Diploma, Spanish Language and Civilization
Cantor Fitzgerald December 2013 - Present
Morgan Stanley February 2013 - September 2013
Regency Capital January 2008 - June 2012
Education
Baruch College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.97
Baruch College
Morgan Stanley September 1983 - Present
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Equities, Risk Management, Derivatives, Securities, Financial Analysis, Banking, Series 24,7,and 63..., Electronic Trading, FINRA, Options, Capital Markets, FX Trading, FX trading, Trading, Series 7
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Preferred Freezer Services February 2015 - Present
Morgan Stanley June 2014 - August 2014
The MI Group May 2013 - May 2014
Henderson & Neuberg, LLC February 2013 - April 2013
Morgan Stanley May 2010 - March 2011
Morgan Stanley, New York, NY February 2008 - November 2008
Bear Stearns Inc., New York, NY December 2006 - November 2007
Morgan Stanley 2006 - 2006
Skills
Financial Analysis, Account Reconciliation, G/L Reconciliations, Reporting & Analysis, Analysis, Investment Banking, Auditing, Financial Risk, Trading, Microsoft Excel, SAP, Hyperion, PeopleSoft, Bloomberg, Business Objects, Oracle
Education
Fairleigh Dickinson University-College at Florham 2012 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College 2003 — 2006
BBA, Finance and Investments
Morgan Stanley August 2014 - Present
Madison Consulting Group (JPMorgan Chase) April 2014 - July 2014
New York Law School Racial Justice Project, Civil Rights Clinic August 2012 - May 2013
Sanders Ortoli Vaughn-Flam Rosenstadt LLP January 2013 - April 2013
United States Trade Representative, Office of African Affairs May 2012 - August 2012
Legal Aid Society September 2011 - May 2012
Honorable Faviola A. Soto, New York State Court of Claims May 2011 - July 2011
O'Melveny & Myers LLP November 2007 - October 2008
Arnold & Porter 2004 - October 2007
Benjamin N. Cardozo School of Law 2000 - 2004
Skills
Legal Writing, Courts, Appeals, Trials, Research, Advocacy, International Business, International Trade, Document Drafting, Legal Research, Foreign Policy, Editing, Document Review, Recruiting, Continuing Legal..., PACER, Clio, International Law
Education
New York Law School 2010 — 2013
JD
Baruch College, City University of New York (CUNY) 1999 — 2003
B.A., Corporate Communication
UBS May 2015 - Present
Morgan Stanley January 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Earley Travel Service February 2007 - June 2012
Air Jamaica Holdings Limited June 1998 - February 2005
Skills
Customer Service, Excel, Microsoft Office, English, Problem Solving, Teamwork, Team Leadership, Mentoring
Education
City University of New York-Baruch College 2007 — 2013
BBA, Finance and Investment
Kingsborough Community College 2005 — 2006
Associate of Arts (A.A.), Liberal Arts
BlackRock May 2015 - Present
Morgan Stanley June 2014 - October 2014
Invesco May 2013 - September 2013
The Law Offices of N.M. Gehi, P.C. May 2012 - September 2012
Edward Torres CPA June 2011 - May 2012
U.S. House of Representatives August 2009 - March 2011
Skills
Microsoft Excel, Research, QuickBooks, Finance, Photoshop, Microsoft Office, Public Speaking, Java, Photography, Economics, PowerPoint, Outlook, BlackRock Aladdin
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Investments
Macaulay Honors College at The City University of New York 2012 — 2016
SunTrust Investment Services, Inc. March 2012 - Present
BankUnited Investment Services 2006 - 2012
Citicorp Investment Services 2002 - 2006
Morgan Stanley 1999 - 2002
Skills
Investments, Financial Planning, Investment Management, Retirement Planning, Portfolio Reviews, 401k Rollovers, Estate & Wealth Transfer, College 529 Plans, IRAs & Roth Planning
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Business Administration Management
Good Shepherd Services October 2014 - Present
Edelman February 2014 - October 2014
Edwin Gould Services for Children & Families May 2010 - February 2014
Senior Human Resources Consultant, Executive Coach and Contract Recruiter 2003 - 2010
Ketchum Public Relations 2000 - 2003
UBS PaineWebber 1998 - 2000
NatWest Markets 1997 - 1998
Wachovia Securities 1995 - 1997
Morgan Stanley 1994 - 1996
Skills
Senior Human Resources..., Talent Acquisition, Organizational..., Employee Relations and..., Executive Coaching, Leadership Development..., Sourcing & Recruiting, Policy Writing, Employee Engagement &..., Management, Public Relations, Human Resources, Sponsorship, Advertising, Performance Management, Employee Benefits, Social Media, Strategy, Training, HRIS, Executive Search, HR Policies, Temporary Placement, Leadership, Leadership Development, Employee Relations, Recruiting, Succession Planning, Talent Management, Strategic Planning, HR Consulting, Labor Relations
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA - Human Resources Management, Leadership Development & Business Strategy
University of Notre Dame 1984 — 1988
BA Psychology, Organizational Behavior & Psychometric Assessment
Conisus LLC January 2015 - Present
BGB Group December 2010 - December 2014
CCG Metamedia November 2007 - November 2010
Jewish Home Lifecare March 2006 - October 2007
New York Presbyterian Hospital 2003 - 2006
Morgan Stanley 2000 - 2003
Massachusetts Advocacy Center (MAC) May 1999 - August 1999
Skills
Healthcare, Pharmaceutical Industry, Strategic Planning, Leadership, Account Management, Social Media, Oncology, Marketing Strategy, Marketing, Training, Business Development, Neurology, Process Improvement, Program Management, Management, Strategy, Marketing Communications
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Health/Health Care Administration/Management
Tufts University
Bachelor of Arts (B.A.), Public Health
Morgan Stanley June 2015 - Present
Ford Marrin Esposito Witmeyer & Gleser L.L.P. October 2006 - August 2014
Skills
Office Administration, Accounting, Data Entry, Outlook, Microsoft Excel, PowerPoint, Economics, Microsoft Office, Teamwork, Research, Bloomberg, Management, Financial Analysis, Microsoft Word, Finance, Leadership, Financial Modeling, Data Analysis, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor's Degree, Finance
Laguardia Community College 2013 — 2014
Associate's degree, Accounting, Sophomore
TBC Commodities Trading Inc. 2012 - Present
CA Technologies 2009 - 2011
Alliance Bernstein 2001 - 2009
Credit Suisse 1994 - 2001
Morgan Stanley 1989 - 1994
Education
City University of New York-Baruch College
MBA- Finance
Cornell University
Morgan Stanley 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2011
Citi February 2005 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Recon, Pega Reach, ACCTivate, Foreign Exchange, Hedge Funds, Capital Markets, Finance, Trading, SWIFT payments
Education
Baruch College
Continuing Ed, Certified Computer Programming
Columban University, Olongapo City
Bachelor of Arts (B.A.), Mathematics
Morgan Stanley April 2014 - Present
JPMorgan Chase January 2011 - April 2014
Tomorrow's Business Leaders April 2011 - 2013
JPMorgan Chase July 2007 - December 2010
JPMorgan Chase July 2003 - June 2007
Skills
Financial Analysis, Derivatives, Financial Services, Vendor Management, Portfolio Management, Leadership, Team Building, Team Leadership, Banking, Asset Management, Financial Risk, SharePoint, Strategic Partnerships, SDLC, Business Intelligence, Strategy, Business Process..., Project Management, Program Management, Nonprofits, Fundraising, Community Outreach, Management, Employee Engagement, Marketing, Hedge Funds, Change Management, Finance, Mergers & Acquisitions, Operational Risk
Education
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Finance
NBTY January 2015 - Present
NBTY January 2013 - Present
NBTY October 2011 - January 2013
EmblemHealth 2005 - 2011
Citigroup August 2004 - October 2005
AXA Equitable 2000 - 2004
Morgan Stanley August 1998 - August 2000
Estee Lauder April 1997 - August 1998
Wall Street Systems September 1995 - April 1997
Chemical Bank 1993 - 1994
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
MBA, Industrial/Organizational Psychology
New York University 1990 — 1995
BS, Applied Psychology
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
University of Connecticut
Morgan Stanley June 2012 - Present
Reval January 2011 - May 2012
Citigroup May 2009 - December 2010
JP Morgan & Co. May 2008 - January 2009
New Light Capital LLC June 2006 - May 2007
Skills
Financial Modeling, Due Diligence, Treasury, Market Research, SQL, Fixed Income, Valuation, Derivatives, Trading, Forecasting, Accounting, VAR, Bloomberg, Equity Research, Financial Statement...
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA, Finance, General
Morgan Stanley August 2011 - Present
Morgan Stanley February 2008 - July 2011
HSBC November 2003 - August 2007
Skills
Trading, Securities Lending, Financial Risk, Bonds, Fixed Income, Financial Services, Bloomberg, FINRA, Emerging Markets, Equities, Settlement, Capital Markets, Hedge Funds, Securities, Middle Office, Equity Derivatives, Prime Brokerage, Investment Banking, Trading Systems, Series 7, Corporate Actions, Operational Risk, Operational Risk..., Electronic Trading, Finance
Education
City University of New York-Baruch College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley August 2012 - Present
Morgan Stanley May 2010 - August 2012
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Equities, Business Analysis, Investments, Financial Services, Microsoft Excel
Education
Baruch College 2005 — 2009
Finance and Investments
Morgan Stanley 2010 - Present
Skills
Capital Markets, Derivatives, Fixed Income, Microsoft Excel, Corporate Finance
Education
Baruch College, City University of New York (CUNY)
The Blackstone Group January 2011 - Present
The Magic Moments 2004 - Present
The Blackstone Group January 2009 - December 2010
Morgan Stanley 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Visio, SharePoint, Software Documentation, Vendor Management, Business Analysis, Mac, Microsoft Office, Project Management, Access, Windows, Photoshop, PowerPoint, OS X, Microsoft Word, Microsoft Excel, Technical Support, Process Improvement, Photography, Digital Photography, Fixed Income, Leadership, SDLC, Adobe Acrobat, System Administration, HTML, Windows 7, Asset Managment, Disaster Recovery, Training
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Computer Information Systems
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Morgan Stanley April 2014 - Present
Grant Thornton September 2010 - April 2014
Asset Based Lending Consultants March 2009 - September 2010
GE Capital June 2007 - July 2008
Bryant Park Capital June 2006 - March 2007
Lehman Brothers 2003 - 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Auditing, Corporate Finance, Financial Risk, Due Diligence, Process Improvement, Mergers & Acquisitions, Internal Controls, Risk Management, Accounting, Analysis, Internal Audit, Finance, Management
Education
Investment Banking Institute 2009 — 2009
GE Capital Credit Training 2007 — 2008
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA
City University of New York-Baruch College - Zicklin School of Business
MS
MUFG Union Bank 2014 - Present
RTX Solutions Inc. 2000 - Present
Citi 2014 - 2014
Credit Suisse 2012 - 2014
Northrop Grumman Corporation 2011 - 2012
Bank of America 2010 - 2010
Morgan Stanley 2003 - 2009
Goldman Sachs 2003 - 2003
PepsiCo 2000 - 2002
Kraft Foods 1995 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Governance, Integration, Program Management, Risk Management, Business Intelligence, Management Consulting, Requirements Analysis, Cross-functional Team..., ITIL, CRM, Process Improvement, Outsourcing, Business Strategy, Business Process Design, Process Management, IT Strategy, Data Analysis, Executive Management, Change Management, Sarbanes-Oxley Act, Risk Control &..., Enterprise Supplier..., Software Development, Project Management, Enterprise Software, Data Warehousing, Project Portfolio..., Business Transformation, Strategic Negotiations, Re-engineering, Gap Analysis, IT Outsourcing, Back Office Technology, IT Management, Application Development, Systems Analysis, Regulatory Reporting, Basel II, Risk Mitigation, Software Project..., Cross Functional Team..., Resource Management, Agile & Waterfall..., Risk Registers, Issue Remediation, Management, Business Process
Education
City University of New York-Baruch College
MBA
Collabnet
New York Institute of Finance
New York University
PMBOK® areas of knowledge
Rutgers, The State University of New Jersey-New Brunswick
BA
Counseling in Schools August 2014 - Present
Baruch College August 2013 - Present
Counseling in Schools August 2013 - June 2014
Psychodiagnostic Services January 2013 - April 2013
Bressler, Amery & Ross, P.C. October 2009 - December 2012
Morgan Stanley August 2007 - March 2009
Merrill Lynch May 2004 - August 2007
New York Knicks August 2001 - May 2004
Skills
Legal Research, Litigation, Securities Regulation, Mediation, Securities, Case Management Services, Research, Courts, Legal Writing, Management, Mental Health Counseling, Psychotherapy, Interviews, Arbitration, Lexis, Psychology, Group Therapy, Family Therapy
Education
Baruch College 2012 — 2014
Master of Arts (M.A.), Mental Health Counseling/Psychotherapy
The Chicago School of Professional Psychology 2010 — 2010
Certification, Forensic Psychology
University of North Carolina at Charlotte 1995 — 2000
BS and BA, Criminal Justice and Psychology
Bank of America May 2014 - Present
Bank of America Merrill Lynch June 2010 - May 2014
Morgan Stanley December 2007 - June 2010
Morgan Stanley July 2000 - December 2007
Skills
Compensation, Employee Relations, Performance Management, Organizational..., Talent Management, Succession Planning, Personnel Management, Performance Appraisal, Deferred Compensation, Interviews, Recruiting, Management, Training
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MS, Industrial/Organizational Psychology
New York University 1995 — 1999
BA, Psychology
RBC Capital Markets July 2015 - Present
Morgan Stanley November 2013 - June 2015
Moody's Investors Service September 2011 - November 2013
Entrust Capital LLC September 2010 - September 2011
PricewaterhouseCoopers October 2007 - September 2010
Ernst & Young January 2006 - October 2007
Skills
US GAAP, Financial Modeling, Private Equity, Accounting, Auditing, Financial Reporting, Leveraged Finance, Financial Statement..., Corporate Finance, Bloomberg, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Deutsche Bank July 2015 - Present
Morgan Stanley June 2013 - April 2015
Morgan Stanley February 2013 - June 2013
Management Leadership for Tomorrow June 2011 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Analysis, Capital Markets, Fixed Income, Interviews, Investments, Leadership
Education
City University of New York-Baruch College 2009 — 2013
BBA in Finance
Morgan Stanley June 2015 - Present
Manhattan District Attorney's Office May 2015 - Present
Dodd-Frank Insights, LLC. January 2015 - April 2015
Jozii October 2014 - January 2015
NYC Department of Sanitation June 2013 - September 2013
Long Island Ducks Baseball March 2006 - October 2011
Skills
Microsoft Excel, Access, Economics, Trading, Investments, Teamwork, Leadership, Financial Modeling, Team Building, Spreadsheets, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Finance, Time Management, Research
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor of Business Administration (BBA), Econometrics and Quantitative Economics
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - August 2014
FXCM January 2014 - February 2014
The Global Emerging Markets Group (GEM) August 2013 - December 2013
Morgan Stanley Huaxin Securities June 2013 - June 2013
Skills
Financial Analysis, Account Reconciliation, Microsoft Excel, Microsoft Office, Research, Finance, PowerPoint, Budgets, Financial Accounting, Time Management, Analysis, Financial Modeling, Management, Investments, Bloomberg
Education
Baruch College 2011 — 2014
Bachelor's Degree, Accounting, Mathematics, 3.8/4.0
Southwestern University of Finance and Economics 2010 — 2011
Accounting
Sumitomo Mitsui Banking Corporation March 2013 - Present
UniCreditBank A.G. July 2011 - December 2012
Morgan Stanley December 2009 - October 2010
ICmedia August 2008 - December 2008
Skills
Financial Analysis, Finance, Microsoft Excel, PowerPoint, Bloomberg, Outlook, Research, Management, Access, Bloomberg Terminal, Microsoft Office, Risk Analysis, Portfolio Management, CCAR, Stress Testing, Cognos, SQL, Regulatory Requirements, Analysis
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance & Investments
National Association of Black Accountants (NABA) May 2015 - Present
KPMG June 2015 - August 2015
National Association of Black Accountants (NABA) May 2014 - May 2015
Deloitte January 2015 - March 2015
Morgan Stanley October 2014 - October 2014
Thankster.com November 2013 - May 2014
Max Mara July 2013 - August 2013
VITA February 2013 - April 2013
NYC Department of Education December 2011 - March 2012
Skills
Social Networking, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Teaching, Access, Financial Analysis, Event Planning, Google Docs, Public Speaking, Accounting, Valuation, Private Equity, SAP, QlikView, Toad, Python, HTML, C++, Community Outreach, IT Consulting, Research, Aptana
Education
City University of New York-Baruch College 2014 — 2016
Thomas Jefferson High School 2008 — 2012
Morgan Stanley March 2014 - Present
BNY Mellon February 2013 - March 2014
Morgan Stanley November 2011 - February 2013
Morgan Stanley Wealth Management May 2010 - November 2012
Morgan Stanley September 2005 - May 2010
Skills
Risk Management, Operational Risk..., Information Security, Financial Services, Operational Risk, Enterprise Risk..., Information Security..., Vendor Management, Risk Assessment, IT Risk Management, Security Awareness, Data Privacy, Incident Management, Governance, Security, Alternative Investments, IT Audit, Portfolio Management, Fixed Income, Information Technology, Computer Security, Banking, Wealth Management, Strategy, Business Continuity, CISM, Management
Education
New York University 2009 — 2012
Master's Degree, Management & Systems
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Inditex- Zara 2014 - Present
Morgan Stanley November 2013 - November 2013
Morgan Stanley: Career Discovery Day September 2013 - September 2013
World Technology Corporation May 2013 - September 2013
New York State Senate: Michael Gianaris February 2013 - May 2013
Newman Library at Baruch College October 2011 - September 2012
The Graduate Center, City University of New York (CUNY) May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, QuickBooks, Research, Analysis, MS Excel Pivot Tables, Matlab, Accounting, Customer Service, Teamwork, Dev C++, JavaBeans, Dreamweaver, Event Planning, Public Speaking, Team Leadership
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Arts (BA), Actuarial Science
CUNY New York City College of Technology 2009 — 2011
Associate of Science (AS), Mathematics
Queens Vocational High school 2004 — 2009
High school Regents, Business
BlackRock August 2012 - August 2015
Pride Technologies/Morgan Stanley September 2011 - May 2012
Morgan Stanley June 2011 - August 2011
Skills
SQL, Microsoft Excel, PowerPoint, Microsoft Office, Risk Management, Due Diligence, Negotiation, Access, Process Improvement, Financial Analysis, Visio, Financial Modeling, Financial Reporting, Valuation, Banking, Analysis, Finance, Policy
Education
Baruch College 2010 — 2012
BBA, Finance
Belarussian National Technical University 2002 — 2006
BBA, International Economic Relations
Horsesmouth July 2014 - December 2014
UBS Wealth Management April 2013 - May 2014
Sterling Stamos May 2011 - January 2013
Empire State Development April 2007 - January 2011
Consultant / Independent March 2003 - April 2007
Morgan Stanley September 1999 - December 2002
New York Life Insurance Company September 1993 - August 1999
JJIS/NYC Mayor's Office September 1988 - August 1993
Skills
See above, Visio, SQL, JavaScript, Databases, Integration, Visual Basic, HTML, Management, Microsoft SQL Server, ASP.NET, Access, Software Documentation, Analysis, Visual Studio, C#, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
MBA, Information Systems
Stony Brook University 1980 — 1984
BA, Economics
Jamaica High School 1977 — 1980
HS Diploma, General
Morgan Stanley January 2014 - Present
Morgan Stanley June 2013 - August 2013
Shanghai Highchain Investment Co. Ltd September 2011 - June 2012
Citibank China December 2011 - May 2012
CHINA CITIC SECURITIES CO., LTD July 2011 - August 2011
Everbright Securities March 2011 - June 2011
Skills
Matlab, VBA, Quantitative Finance, C++, R, KDB+, Linux, Python, Vim, Excel, bloomberg, CUDA, Fixed Income, Financial Engineering, Equity Research, Quantitative Investing, LaTeX, Bonds
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering
Fudan University 2008 — 2012
BS, mathematics
Federal Reserve Bank of New York September 2012 - Present
ParentJobNet, Inc. October 2013 - September 2014
Federal Reserve Bank of New York January 2010 - September 2012
Morgan Stanley January 1999 - January 2000
Skills
Project Management, Technical Support, Applications..., Release Management, Security Management, Security Operations, Vendor Management, Business Process..., Business Analysis, SDLC, Shared Services, Service Delivery..., Access Control, Mentoring Of Staff, IT Infrastructure..., Contingency Planning, Business Continuity, Information Management, Quality Assurance, Disaster Recovery, Risk Management
Education
Columbia University in the City of New York 2009 — 2011
Master of Science (MS), Digital Information Management
Baruch College 1992 — 1997
Bachelor of Science (BS), Hospitality Management and Computer Information Systems
JPMorgan Chase December 2013 - Present
Morgan Stanley November 2007 - December 2013
Citi November 2006 - September 2007
Towers Perrin April 2006 - August 2006
Skills
Microsoft Excel, Managing Database, Statistical Data..., Operational Risk, Portfolio Management, Derivatives, Fixed Income, Trading, Financial Risk, Auditing, Operational Risk..., Risk Management, Hedge Funds
Education
Baruch College
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany
Bachelor of Science, Business Administration and Management, General
Citi October 2014 - Present
Morgan Stanley May 2010 - October 2014
United Capital Asset Management June 2005 - May 2010
Bear Stearns Asset Management July 2001 - June 2005
BlackRock Financial Management June 1998 - July 2001
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Alternative Investments, Series 7, Derivatives, Securities, Portfolio Management, Investments, Asset Allocation, Bloomberg, Capital Markets, Series 63, Investment Advisory, Private Equity, Financial Markets, Financial Services, Investment Management, Investor Relations, Bonds, Options, Trading
Education
City University of New York-Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Finance and Investments
Morgan Stanley March 2014 - Present
Silver Fern, LLC July 2013 - March 2014
Long Ridge Asset Management February 2011 - August 2011
Self Employed January 2007 - December 2010
Hold Brothers (Caliber Financial, LLC) April 2003 - August 2006
Skills
Trading, Grey Box, Sterling,..., Series 55 License..., Risk Management, Leadership, Hedge Funds, ETFs, Financial Markets, Proprietary Trading, Equities, Due Diligence, Analysis, Financial Risk, Derivatives, Portfolio Management, Presentations, Interpersonal Skill, People Skills, Securities, Investments, Interpersonal..., Capital Markets, Financial Modeling, Critical Thinking, Options, Bonds, Overcoming Adversity, Making the Complex..., Embracing Change, Go to Guy, Dogs
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, coursework in Financial markets and International Business, GPA 3.73
Bucknell University 1997 — 2001
Bachelor, Business Administration
TD January 2013 - Present
Morgan Stanley 2012 - February 2013
Morgan Stanley January 2008 - October 2012
Merrill Lynch January 2001 - January 2008
Comedy Central January 1997 - January 2001
SANOFI PHARMACEUTICALS January 1995 - January 1997
Skills
Access, Accounting, Accounts Payable, Accounts Receivable, Accruals, Analysis, Auditing, Budgets, Business Development, Cash Management, Consolidation, Enterprise Software, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Statements, Fixed Assets, Forecasting, Fundraising, General Ledger, Human Resources, MIS, Management, Software Documentation, Training, Variance Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Baruch College
Bernard M
Weichert Referral Associates September 2013 - Present
Weichert Realtors January 2004 - August 2013
Broadridge August 2011 - June 2013
Citigroup April 2010 - December 2010
Morgan Stanley November 2004 - November 2009
Lewco Securites, Inc June 2000 - December 2001
Deutsche Bank NA December 1996 - July 1999
National Securities Clearing Corp August 1985 - November 1996
Skills
Banking, Business Analysis, SDLC, Equities, Securities, Business Management, Project Management, Program Management, Risk Management, IT Strategy, PMO, Management, Hedge Funds, Vendor Management, Back Office, Software Project..., Project Portfolio..., Financial Services, Fixed Income, Portfolio Management, Budgets
Education
City University of New York-Baruch College 1965 — 1976
BBA
Credit Suisse July 2010 - Present
Morgan Stanley September 2009 - July 2010
Credit Suisse April 2007 - September 2009
BMO Capital Markets June 2005 - March 2007
Incepta Group 2000 - 2005
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Due Diligence, Corporate Development, Mergers & Acquisitions, Negotiation, Private Equity, corporate finance, Strategic Planning, Financial Analysis, Corporate Finance, Equities
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
Citi October 2013 - Present
Citi September 2011 - October 2013
Deutsche Bank January 2011 - September 2011
AXA Equitable September 2008 - January 2011
Morgan Stanley August 2007 - May 2008
Morgan Stanley August 2006 - August 2007
Baruch College January 2004 - May 2006
Credit Suisse May 2005 - August 2005
Skills
Training, Organizational..., Team Building, Public Speaking, E-Learning, PeopleSoft, Talent Management, Microsoft Office, New Hire Orientations, Editing, Employee Engagement, Leadership Development, Change Management, Instructional Design, HRIS, Workshop Facilitation, Coaching, Needs Analysis
Education
Teachers College, Columbia University 2009 — 2011
Master of Arts, Adult Learning and Leadership
Baruch College, City University of New York (CUNY) 2002 — 2006
B.B.A., Industrial & Organizational Psychology
Morgan Stanley May 2004 - Present
MTA Bridges and Tunnels May 2001 - May 2004
City University of New York September 2001 - May 2002
Skills
CISA, IT Audit, SAS70, Enterprise Risk..., Information Security..., Sarbanes-Oxley Act, Risk Management, Operational Risk..., Financial Risk, Business Continuity, Operational Risk, COBIT, Information Security, Internal Audit, Governance, Information Technology, Security, Auditing, Internal Controls, Infrastructure, Enterprise Architecture, Risk Assessment, Vendor Management, SDLC, Financial Analysis, IT Strategy
Education
MIS - Mobile Security Boot Camp 2013 — 2013
City University of New York-Baruch College - Zicklin School of Business 1999 — 2001
BBA, Computer Information Systems
Barclays Investment Bank October 2011 - Present
Morgan Stanley June 2010 - October 2011
Credit Suisse April 2007 - June 2010
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Capital Markets, Banking, Portfolio Management, Bloomberg, Hedge Funds, Financial Modeling, Trading Systems, Valuation, Risk Management, Credit Risk, Private Banking
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
New York University
Master of Business Administration (MBA), Finance and Financial Management Services
Luxury Imports Corp September 2012 - Present
Dave & Sam Fine Jewels November 2008 - June 2012
PricewaterhouseCoopers November 2007 - October 2008
HSBC Private Bank April 2007 - September 2007
BNP Paribas May 2006 - September 2006
Morgan Stanley October 2005 - May 2006
SOY Seforim Sale, Inc. 2003 - 2005
Citi June 2003 - August 2003
Skills
Talent Assessment, Talent Management, Organizational..., Leadership Development, Employee Engagement, Human Resources, Analysis, Program Management, Microsoft Office, Sales, Research
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
BS
Yeshiva University 2001 — 2005
Bachelor of Arts (B.A.)
Morgan Stanley
Education
Baruch College, City University of New York (CUNY)
Trend Micro, Inc. June 2012 - Present
Trend Micro, Inc. January 2012 - May 2012
Trend Micro, Inc. March 2010 - December 2011
Fairfax Tax Service October 2006 - March 2010
Morgan Stanley December 2004 - September 2006
Morgan Stanley August 2002 - November 2004
KPMG July 2001 - July 2002
KPMG July 1998 - June 2001
KPMG November 1996 - June 1998
Eisner & Lubin October 1994 - October 1996
Skills
Tax Compliance, Federal Tax, Corporate Tax, Tax Accounting, Tax, FAS109, Tax Audits, Income Tax, Tax Research, Auditing, Sales Tax, Mergers & Acquisitions, Internal Controls, Property Tax, US Tax, International Tax, Sarbanes-Oxley Act, Accounting
Education
Pace University - Lubin School of Business 1999 — 2003
MS, Taxation
Baruch College, City University of New York (CUNY) 1990 — 1995
MBA, Accounting
Cornell University 1984 — 1988
BS, Operations Research & Industrial Engineering
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
Morgan Stanley September 2011 - Present
Jefferies & Company September 2008 - September 2011
PricewaterhouseCoopers June 2005 - August 2008
Mitchell & Titus, LLP March 2004 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
Morgan Stanley 2000 - 2003
Education
Stony Brook University 2008 — 2009
BSN, Nursing
Baruch College, City University of New York (CUNY) 1995 — 2000
Citi May 2014 - Present
KKR August 2008 - April 2014
Citi July 2005 - July 2008
Morgan Stanley 2003 - 2004
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, Venture Capital, Equities, Investments, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Bloomberg, LBO, Financial Analysis, Asset Management, Fixed Income, Corporate Development
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Major: Finance / Minor: Statistics
Insight Investment February 2015 - Present
IMRC LLC October 2008 - Present
Angelo, Gordon & Co. March 2014 - January 2015
Citi June 2012 - July 2013
Madison Square Investors June 2008 - April 2009
Goldman Sachs Asset Management April 2006 - April 2008
Morgan Stanley January 2004 - December 2005
GLOBEOP FINANCIAL SERVICES June 2003 - December 2003
DEUTSCHE ASSET MANAGEMENT October 2001 - June 2003
JPMorgan Chase April 1998 - July 2001
Skills
Investment Banking, Equities, Asset Management, Capital Markets, Fixed Income, Hedge Funds, Investments, Financial Modeling, Portfolio Management, Valuation, Derivatives, Emerging Markets, Corporate Finance, Private Equity, Financial Services, Alternative Investments, Trading, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Securities, Mutual Funds, Accounting
Education
Pace University 2004 — 2006
Master of Science (MS), Management Information Systems, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Matheson Tri-Gas June 2014 - Present
DoITT/DOB September 2012 - February 2014
MetLife 2010 - 2012
Cablevision March 2010 - July 2010
AIG Travel 2007 - 2009
Reuters February 2006 - February 2007
JP Morgan Chase 2005 - 2005
Bank of America 2003 - 2004
Morgan Stanley 1991 - 2002
Education
Baruch College, City University of New York (CUNY)
Morgan Stanley
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
DataGuardZ February 2005 - Present
Societe Generale 2003 - 2004
Morgan Stanley 2000 - 2003
Skills
CISSP, CISM, CISA, Security, IT Audit, Penetration Testing, Information Security..., Checkpoint, Disaster Recovery, Cisco Security, Windows Security, Virtualization, Cloud Computing Security, Network Security, IT Risk Management, Cloud Computing, Security Audits, Vulnerability Assessment, IT Risk, Vulnerability Management, PCI DSS, COBIT, Information Security..., Business Continuity, ISO 27001, IT Governance, Compliance Management, Ethical Hacking, Information Security, Risk Assessment, Firewalls
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Computer Information Systems
Queens College 1991 — 1995
BA, Accounting and Information Systems
Capital One 2015 - Present
Morgan Stanley February 2014 - August 2015
Morgan Stanley January 2013 - February 2014
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley June 2007 - December 2008
Skills
Deferred Compensation, Human Resources, Leadership, Forecasting, Analytics, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
B.B.A., Human Resource Management
Macaulay Honors College 2003 — 2007
B.B.A., Human Resource Management
GE Global Research May 2015 - Present
CLS Group. November 2013 - April 2015
Credit Suisse September 2013 - November 2013
Merritt Technical Associates, Inc. October 2010 - November 2013
Morgan Stanley November 2011 - September 2013
Goldman Sachs October 2010 - October 2011
Morgan Stanley May 2007 - October 2010
Headstrong April 2006 - May 2007
Banc of America Securities 2004 - 2007
Techspan December 2004 - April 2006
Skills
Java, Perl, Sybase, DB2, Autosys, Informatica, ILOG, JSP, C#, Unix, C++, Matlab, VBA, Monte Carlo Simulation, Bootstrapping, VAR, Scientific Computing, Multithreading, Bond Pricing, Stochastic Calculus, Portfolio Optimization, Basel II, Risk Management, Investment Banking, Quantitative Analytics, Quantitative Finance, Data Analysis, Fourier Analysis, Principal Component..., Wavelets, Portfolio Management, Factor Analysis, Linear Regression, Structured Finance, Asset Management, Back Office, Credit Derivatives, Equities
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering, 3.83
University of Washington 2012 — 2012
GNM, Applied Mathematics, 3.7
New York University 2011 — 2012
non-degree student, Mathematics of Finance, 3.85
Indian Institute of Technology, Kanpur 1997 — 2001
B.Tech, Electrical Engineering
DAV Public School 1990 — 1995
High School
ARPM Bootcamp
Morgan Stanley November 1998 - Present
Morgan Stanley November 2004 - November 2006
Education
Baruch College, City University of New York (CUNY)
Morgan Stanley June 2005 - Present
ING Funds March 1995 - April 2003
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
Tullett Prebon April 2012 - April 2013
New York University September 2011 - April 2012
Associated Products Company August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Morgan Stanley October 2008 - May 2009
Bank of America May 2007 - May 2008
UBS Investment Bank June 2006 - May 2007
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Financial Risk, Hedge Funds, Project Management, Trading, AML, PMO, Operational Risk, Program Management, Banking, Prime Brokerage, PMP
Education
City University of New York-Baruch College
Bachelor's degree, Finance
University of Oxford
Morgan Stanley June 1998 - Present
Skills
Financial Reporting, Due Diligence, Financial Analysis, Corporate Finance, Strategic Financial..., Business Analysis, Financial Services, Finance, Financial Modeling, Process Improvement
Education
Stevens Institute of Technology 2002 — 2004
Master's Degree, Management Information Systems, General
Baruch College, City University of New York (CUNY) 1991 — 1995
Bachelor's Degree, Finance, General
City University of New York (CUNY July 2010 - Present
City University of New york December 2007 - July 2010
Hunter College August 2003 - December 2007
Hunter College November 1999 - July 2003
Baruch College June 1996 - November 1999
Research Foundation of CUNY June 1994 - May 1996
Morgan Stanley September 1989 - August 1993
Skills
PeopleSoft, Data Analysis, Business Analysis, ERP, Budgets, Access, Visio, Payroll, HRIS, Change Management, Human Resources, Performance Management, Employee Benefits, Leadership, Recruiting, Employee Relations, Labor Relations, Software Documentation, Analysis, System Administration, Staff Development, Policy, Personnel Management, Interviews, HR Policies, Vendor Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Accounting
New York University
MA, Psychology
City University of New York-Hunter College
BA, Economics
Montefiore Health System December 2014 - Present
TSG January 2003 - Present
MediaBrix April 2014 - October 2014
Morgan Stanley September 2009 - August 2011
Citi January 2008 - August 2009
Skills
Business Intelligence, Analysis Services, Business Objects, Databases, Oracle, SSIS, SSRS, Erwin, OLAP, Business Intelligence...
Education
Baruch College
Microsoft Certified
Business Intelligence SSIS SSAS SSRS
JPMorgan Chase July 2012 - Present
Credit Suisse June 2011 - August 2012
Morgan Stanley August 2008 - September 2011
PWC February 2003 - July 2008
American Express TBS Consulting September 1999 - February 2002
Yohalem Gillman & Co., LLP October 1997 - July 1999
Resnick & Co October 1994 - October 1997
Skills
Management, SDLC, Process Improvement, Risk Management, Business Process..., Leadership, Business Analysis, Business Process, Project Management, PMO
Education
Baruch College- Zickland School of Business
Degree: Master, Business Administration
Accounting
Touro College
Degree: Bachelor of Science, Accounting
Baruch College, City University of New York (CUNY)
MBA, Management, Accounting
TIAA-CREF May 2014 - May 2015
JPMorgan Chase December 2012 - November 2013
Merrill Lynch June 2011 - May 2012
Afilias March 2009 - October 2010
Merrill Lynch 2008 - 2008
Morgan Stanley April 1988 - October 2007
Morgan Stanley 1988 - 2007
LF Rothschild 1986 - 1987
Skills
Stakeholder Management, Relationship Management, Data Conversion, Process Engineering, Leadership, Vendor Management, SDLC, Analysis, Business Analysis, Project Management, Visio, Program Management, Testing, Quality Assurance, Management, Business Requirements, Project Portfolio..., Project Planning, User Acceptance Testing, MS Project, Software Project..., PMO, PMP, Requirements Gathering, Risk Management, Business Process..., Requirements Analysis, Business Intelligence, Integration, Process Improvement, Resource Management, Software Documentation, Business Process, Agile Methodologies, Systems Analysis, IT Strategy, Portfolio Management, Project Delivery, IT Management, Microsoft Project
Education
PMTI 2012 — 2012
PMP Certification
Baruch College, City University of New York (CUNY) 1978 — 1981
MBA, Finance/Investments
University at Buffalo 1973 — 1977
BA, Economics
State University of New York at Albany 1973 — 1975
BA, Economics
Roosevelt HS
Roosevelt HS
NYC Department of Finance November 2013 - Present
Brookfield Properties April 2012 - November 2013
NASDAQ September 2010 - March 2012
NASDAQ March 2008 - October 2010
NASDAQ February 2007 - March 2008
Morgan Stanley April 2005 - February 2007
Centex Homes October 2004 - April 2005
Banif Securities October 2002 - October 2003
Skills
Security Licenses:..., Software Applications:..., Bloomberg System,..., Microsoft SQL Server, Basic TCP/IP Protocol, Angus/ Real Estate..., Propidex / Real Estate..., Protocol: Advanced..., Analysis, Business Analysis, SDLC, Testing, Project Planning, User Acceptance Testing, Training, Product Development, Budgets, Business Requirements, Financial Analysis, Project Management, Disaster Recovery, Management, User Training, Requirements Analysis, Financial Markets
Education
City University of New York-Baruch College 2007 — 2009
Master's degree, Finance
St. Francis College 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Securities January 2011 - Present
Wachovia, a Wells Fargo Company October 2005 - December 2010
Morgan Stanley January 1993 - October 2005
Nomura Research Institute of America 1990 - 1993
Skills
Derivatives, Middle Office, Series 7, Trading, Structured Products, Equities, Fixed Income, Risk Management, Financial Services, Settlement, Commodity, Capital Markets, Investments, Banking, Bloomberg, Securities, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
O'Melveny & Myers LLP October 2013 - Present
O'Melveny & Myers LLP May 2012 - July 2012
Labaton Sucharow LLP May 2011 - August 2011
U.S. Securities and Exchange Commission January 2011 - May 2011
Morgan Stanley June 2007 - June 2009
Skadden Arps June 2006 - June 2007
Skills
Legal Writing, Westlaw, Research, Legal Research, Corporate Law, Lexis
Education
Brooklyn Law School 2009 — 2013
JD, Cum Laude
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
MBA, International Business
University of Rochester 2002 — 2006
BA, Economics and Political Science, Magna Cum Laude
PwC July 2014 - Present
PwC June 2013 - July 2014
PwC April 2011 - May 2013
PricewaterhouseCoopers September 2007 - March 2011
Morgan Stanley December 2004 - June 2006
Skills
US GAAP, Financial Analysis, Financial Modeling, Internal Controls, Accounting, Financial Reporting, Due Diligence, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting
Northern Trust August 2008 - April 2013
Third Avenue Management November 2006 - June 2008
Legg Mason April 2005 - November 2006
Morgan Stanley December 1998 - April 2005
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Reliance Trust Company February 2012 - Present
Rescare Inc October 2006 - May 2010
Morgan Stanley 2000 - 2006
Education
Baruch College 1993 — 1998
BBA, Accounting
Morgan Stanley April 2012 - Present
McGladrey & Pullen October 2003 - November 2012
Graf Repetti & Co., LLP June 2000 - October 2003
Education
Baruch College, City University of New York (CUNY)
Bachelor, Accounting
UBS Investment Bank director--global collateral managementUBS Securities LLC2008 - Present
UBS 1999 - Present
ABN AMRO Bank 2001 - 2006
abn amro 1999 - 2006
AMRO INC 2001 - 2005
morgan stanley 1986 - 1996
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
ba, business management
Morgan Stanley HR data analystmorgan stanely2007 - 2009
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Deloitte Tax LLP 2010 - Present
Morgan Stanley May 2009 - 2010
National Grid May 2008 - May 2009
Skills
Research, Tax, US GAAP, Financial Modeling, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, GAAP, Corporate Tax, SEC filings, Tax Research, Sarbanes-Oxley Act, Tax Accounting, Financial Accounting, Income Tax
Education
City University of New York-Baruch College - Zicklin School of Business
Master's Degree, Taxation
Natixis May 2015 - Present
Barclays January 2014 - May 2015
Barclays July 2012 - January 2014
Societe Generale October 2007 - December 2011
Credit Suisse March 2006 - October 2007
Morgan Stanley December 2004 - February 2006
Bear Stearns 2000 - 2004
Skills
Derivatives, Equity Derivatives, Equities, Product Control, Financial Control, Financial Analysis, Financial Reporting, Detailed Analysis, General Ledger, Team Leadership, Middle/Back Office..., Training & Development, Swaps, Middle Office, Bloomberg, P&L, Banking, VBA, Accounting, Business Analysis, Forecasting, Internal Controls, Cost Reduction, Expense Control, Income Statement, Bonds, Hedge Funds, Financial Audits, Analysis, Account Reconciliation, Essbase, Employee Training, Structured Products, Corporate Finance, Cash Management, Market Risk, Settlement, Business Objects, Valuation, Prime Brokerage, Securities, Investment Banking, Credit Derivatives, Expense Management, Financial Modeling, Capital Markets, FX Options, Interest Rate..., Financial Risk, Trading
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
BBA, Finance and Investments
ING U.S. September 2014 - Present
ING U.S. July 2011 - Present
Royal Bank of Scotland November 2009 - July 2011
Merrill Lynch October 2006 - May 2009
Goldman Sachs March 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Credit, Finance, Corporate Finance
Education
University of Connecticut-Stamford 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 2002 — 2004
Bachelor of Arts, Psychology
Baruch College, City University of New York (CUNY)
MBA, Accounting
Bronx High School of Science
QBE the Americas April 2011 - Present
Moet Hennessy USA May 2008 - December 2009
Morgan Stanley July 2007 - April 2008
Charles Schwab April 2005 - January 2007
Skills
Talent Management, Onboarding, Employee Relations, Human Resources, Succession Planning, Employee Engagement, Performance Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Workforce Planning, Project Coordination, Project Management, Proofreading, Promotions, Learning Management, Expense Management, Graphic Design, Training, PeopleSoft, Time Management, Change Management, Training Delivery, SAP, Job Descriptions, Event Planning, Employee Training
Education
Baruch College
Corporate Communications
ADP September 2008 - June 2013
Morgan Stanley December 2006 - September 2008
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Wealth Management
Education
Baruch College
Nomura March 2011 - Present
Morgan Stanley April 2009 - March 2011
Morgan Stanley January 2007 - April 2009
Skills
Fixed Income, Loans, Capital Markets, Bloomberg, Middle Office
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance & Investments
Morgan Stanley June 2013 - September 2014
Morgan Stanley January 2012 - May 2013
Merrill Lynch September 2011 - December 2011
AXA Advisors February 2011 - May 2011
United Nations July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Trading, Equities, Portfolio Management, Securities, Options, Financial Analysis, Finance, Bloomberg
Education
Baruch College 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley June 2010 - Present
Phillips de Pury & Company March 2008 - March 2010
Geller & Company September 2006 - March 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Modeling, Variance Analysis, General Ledger, Account Reconciliation, Consolidation, Real Estate, Financial Statements, US GAAP, Strategic Financial..., Cash Flow, GAAP, Fixed Assets, Accruals, JD Edwards, Cash Flow Forecasting, Hyperion Enterprise, Internal Controls, Corporate Finance, Finance, Managerial Finance, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
BBA, Accounting
HSBC November 2013 - Present
HSBC November 2013 - Present
Morgan Stanley January 2010 - November 2013
Deloitte October 2006 - January 2010
Skills
Financial Reporting, Accounting, GAAP, Tax, CPA, Corporate Tax, Tax Accounting, Income Tax, International Tax
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Accounting
Allianz Global Investors May 2007 - Present
Legg Mason December 2005 - April 2007
Citigroup Asset Management October 2004 - December 2005
Morgan Stanley October 1999 - October 2004
Morgan Stanley May 1997 - October 1999
Seibert & Kasserman L August 1995 - May 1997
Skills
Series 7, Investments, FINRA, Series 24
Education
City University of New York-Baruch College 2001 — 2006
MBA
State University of New York College at Brockport 1989 — 1994
Bachelor of Science (BS)
PricewaterhouseCoopers Staff AccountantMAGNAN GRAIZZARO AND ASSOCIATES CPAs, LLCDecember 2006 - October 2007
Morgan Stanley August 2005 - December 2006
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Morgan Stanley 2000 - Present
Davis Polk & Wardwell LLP May 1999 - November 2000
Davis Polk & Wardwell LLP February 1997 - April 1999
Davis Polk & Wardwell LLP June 1994 - January 1997
Davis Polk & Wardwell LLP July 1992 - June 1994
Education
City University of New York-Baruch College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley February 2013 - Present
Citco Fund Services January 2013 - February 2013
Citco Fund Services February 2012 - December 2012
Citco Fund Services January 2008 - February 2012
Citco Fund Services August 2006 - December 2007
Citco Fund Services January 2005 - July 2006
Victoria Classics January 2004 - January 2005
Merrill Lynch August 2002 - June 2003
Skills
Partnership Accounting, Hedge Funds, Back Office Operations, Excel (Advance), Bloomberg Terminal, Investran Accounting..., Private Equity, Personal Income Tax..., Aexeo, Client Integration, Financial Services, Finance, Derivatives, Fund Of Funds, Auditing, Investments, Fund Administration, Equities, Bloomberg, Accounting, Financial Statements, Account Reconciliation, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
B.B.A, Finance & Investments, Magna Cum Laude
City University of New York-Brooklyn College 2011 — 2013
B.S., Accounting-CPA Qualifying
Credit Suisse July 2015 - Present
Cohen & Steers July 2013 - July 2015
Morgan Stanley Investment Management March 2005 - July 2013
Morgan Stanley September 2004 - March 2005
Skills
Asset Management, Mutual Funds, Equities, Investment Management, Bloomberg, ETFs, Derivatives, Investment Advisory, Fund Of Funds, Investments, Private Equity, Asset Allocation, Financial Services, Due Diligence, Bonds, Financial Markets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Morgan Stanley June 2012 - April 2015
Deloitte February 2006 - June 2012
Skills
Tax, Accounting, International Tax, Tax Accounting, Tax Advisory, Corporate Tax, Income Tax, Tax Research, Financial Reporting, Partnership Taxation, CPA, Financial Analysis
Education
Baruch College 2006 — 2007
Master of Science (M.S.), Accounting
Oracle September 2013 - Present
The Partnership for After School Education (PASE) August 2006 - Present
Morgan Stanley April 2013 - September 2013
Morgan Stanley July 2010 - April 2013
ADP June 2007 - July 2010
ADP July 2004 - June 2007
Bronx Dough LLC May 2001 - July 2004
Jupiter Research April 2000 - May 2001
ADP January 1997 - April 2000
Skills
•Microsoft Office..., Risk Management, System Administration, Finance, Team Leadership, Project Management, Data Analysis, Banking, Building Relationships, Social Networking, Time Management, Networking, Visio, Income Statement, Marketing, Team Building, Sales, Salesforce.com, Operations Management, Management, Due Diligence, Change Management, Sales Channel..., Outside Sales, Credit Risk, SaaS, P&L, Strategy, Leadership, Enterprise Software, CRM, Strategic Partnerships, Executive Management
Education
Scarsdale 1989 — 1993
Bachelor of Science (B.S.), General Studies
Syracuse University 1993 — 1997
Bachelor of Science (B.S.), Marketing & Business Management
City University of New York-Baruch College - Zicklin School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
Morgan Stanley July 2011 - Present
Morgan Stanley January 2007 - July 2011
Morgan Stanley January 2004 - January 2007
Morgan Stanley January 1999 - January 2004
Morgan Stanley January 1997 - January 1999
Skills
Business Strategy, Business Planning, Vendor Management, Multimedia Project..., Supplier Diversity..., Strategic Sourcing, Contract Negotiations, Project Management, People-oriented, Operations Management, Supplier Diversity, Supply Chain Management, Contract Negotiation, Purchasing, Outsourcing, Management, Sourcing, Risk Management, Business Process..., Multimedia, Strategic Planning, Change Management, Contract Management, Program Management, Negotiation, Procurement, Process Improvement, Strategy, Supply Chain, Leadership, Management Consulting, Cross-functional Team..., Business Development, Supply Management, Global Sourcing
Education
Baruch College 1998 — 2002
Bachelor's Degree, Operations Management and Supervision
Laguardia Community College
Associate's degree, Business Administration and Management, General
New Visions for Public Schools June 2015 - Present
Morgan Stanley January 2015 - May 2015
Baruch College September 2012 - December 2014
Bellmore Merrick School Dist July 2014 - August 2014
Bellmore Merrick School Dist September 2010 - May 2011
Skills
Public Speaking, PowerPoint, Event Planning, Teaching, Public Relations, Teamwork, Research, Leadership Development
Education
City University of New York-Hunter College 2015 — 2016
Masters, Special Education
Baruch College 2011 — 2015
Bachelor of Arts (BA), Corporate Communications
Sanford H Calhoun Highschool 2007 — 2011
Advanced Regents Diploma
Eltman Law, P.C. 2011 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 2010 - 2011
Reconnaissance Advisers, LLC 2008 - 2009
C-BASS 2005 - 2008
The Reserve Funds 2003 - 2005
Morgan Stanley 2002 - 2003
Knight Securities, L.P. 1997 - 2002
Skills
Fund Accounting, Accounting, Hedge Funds, Financial Analysis, Finance, Fund Administration, Mutual Funds
Education
City University of New York-Baruch College
Bachelors, Accounting
Noble Americas Energy Solutions, LLC May 2012 - Present
Allianz Global Investors Capital July 2011 - September 2011
Morgan Stanley August 2007 - September 2010
Morgan Stanley May 2007 - August 2007
The Coca-Cola Company June 2004 - August 2004
Skills
Corporate Finance, Account Reconciliation, Fund Accounting, Financial Reporting, Data Analysis, Energy Trade Analysis, Microsoft Office, Omega, Hummingbird HostExplorer, PMAPs WebPro, Financial Accrual System, SCS, Microsoft Great Plains, Allegro, iRecs, French
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Investments
Morgan Stanley November 2013 - Present
Morgan Stanley January 2012 - November 2013
Morgan Stanley Smith Barney March 2003 - January 2012
Deloitte & Touche December 2000 - March 2003
Skills
Internal Audit, Operational Risk..., SOX, Internal Controls, Enterprise Risk..., Capital Markets, Operational Risk, IT Audit, Auditing, Sarbanes-Oxley Act, Securities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BA, Accounting
Morgan Stanley June 2013 - Present
Morgan Stanley August 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Sheffield Haworth December 2011 - March 2012
JPMorgan Chase December 2010 - January 2012
Skills
Bloomberg Terminal, Morningstar, Bloomberg, Microsoft Excel, Corporate Finance, Investments, Financial Analysis, Asset Managment, Investment Banking, Reuters 3000, Microsoft Office, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
BBA, Finance and Investments
Investment Banking Institute 2011 — 2011
Financial modeling and valuation training program
Neuberger Berman July 2011 - Present
Legg Mason December 2007 - July 2011
Morgan Stanley March 2007 - November 2007
Morgan Stanley April 2004 - March 2007
Morgan Stanley July 1998 - April 2004
Education
Baruch College, City University of New York (CUNY)
B.S., Business Administration in Finance
Morgan Stanley March 2012 - Present
Tiger Information Systems 2012 - 2013
Lowe's companies Inc. June 2011 - August 2011
FGI Finance December 2010 - May 2011
National Securities February 2009 - April 2009
Skills
Capital Markets, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg, Research
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance
BNY Mellon - Depositary Receipts 2005 - 2014
Bank of America 2004 - 2004
Morgan Stanley 2004 - 2004
HSBC 2000 - 2002
Deutsche Bank 1999 - 2000
Skills
Bloomberg, Corporate Actions, Customer Service, Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Portfolio Management, PowerPoint, Securities
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Finance, General
Wesleyan University
Bachelor's degree, Psychology
Deutsche Bank February 2014 - Present
Deutsche Bank May 2012 - February 2014
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley March 2007 - December 2009
Skills
Tax, International Tax, Business Analysis, Banking
Education
Baruch College 2003 — 2006
Bachelor of Business Administration, Finance
Laguardia Community College 2001 — 2003
Associate of Science, Business Administration
Morgan Stanley October 2005 - Present
AICPA October 1986 - June 2005
Education
Pratt Institute 1989 — 1991
MLS, Library Science
Baruch College 1981 — 1985
Bachelor's degree, History
HSBC Global Banking and Markets January 2015 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
J.P. Morgan January 2011 - April 2012
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Asset Allocation, Equity Research, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Statistics
Penn State University 2006 — 2010
B.S., Finance
Noble Americas May 2014 - Present
NRG Energy October 2013 - May 2014
Tennessee Valley Authority December 2012 - October 2013
Morgan Stanley May 1997 - October 2011
FSG International January 1995 - May 1998
Skills
Hedging, Derivatives, Commodity Markets, Trading, Commodity, Power Transmission, Power Generation, Risk Management, Swaps, Power Trading, Portfolio Management, Energy, Energy Markets, Natural Gas, Options, Proprietary Trading, Trading Strategies, Valuation, Commodity Risk..., Electricity Markets, Arbitrage, Financial Modeling, Market Risk, Trading Systems, PJM
Education
Baruch College 1991 — 1994
Accounting and Finance
Morgan Stanley June 2015 - August 2015
Southwest Securities Company June 2014 - July 2014
Beijing StarRock Investment Management Co., Ltd. August 2013 - September 2013
Peking University July 2013 - August 2013
AIESEC June 2012 - August 2012
China Industrial Bank(兴业银行股份有限公司) January 2012 - February 2012
Skills
Financial Modeling, Microsoft Office, Risk Management, Statistics, C++, Matlab, Stata, Engineering, Analysis, Economics, Research
Education
New York University 2014 — 2016
Master of Science (M.S.), Financial Engineering
Baruch College, City University of New York (CUNY) 2014 — 2015
Pre-MFE, finished with Distinction
Stanford University 2014 — 2015
Graduate Certificate, Quantitative Methods in Finance
Baruch College, City University of New York (CUNY) 2014 — 2014
Baruch-PKU Summer Camp, Financial Engineering
Peking University 2011 — 2014
Bachelor's degree, Economics, 3.66
University of Science and Technology in Beijing 2009 — 2013
Bachelor's degree, Mineral Resources Engineering, 3.78
YUCAI
Morgan Stanley November 2013 - June 2014
JPMorgan Chase June 2013 - August 2013
Goldman Sachs January 2012 - May 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Income Tax, Tax, Financial Analysis, Access, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Financial Modeling, Account Reconciliation, Community Outreach, Auditing, Corporate Finance, PowerPoint, Microsoft Word, Outlook
Education
Baruch College 2010 — 2014
Morgan Stanley 1976 - 1980
Kidder Peabody April 1972 - March 1976
Bankers Trust 1976 - 1976
Education
Baruch College 1973 — 1977
Accounting and Finance
University of Illinois at Chicago 1968 — 1970
Bachelor's degree, English
Hofstra University 1966 — 1968
Bank of America Merrill Lynch June 2015 - August 2015
Morgan Stanley October 2014 - February 2015
Sumitomo Mitsui Trust Bank Limited April 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Credit Analysis
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Investments
Jefferies LLC March 2009 - Present
Morgan Stanley September 2007 - March 2009
Barclays August 2004 - September 2007
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Product Control
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Science (BS), Accounting
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank June 2010 - June 2014
Morgan Stanley December 2003 - June 2010
American Stock Exchange May 2001 - November 2003
CSFBdirect June 2000 - April 2001
Skills
Series 7
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General