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
Employee
Years
Job
Industry
Josh Priollaud Josh Priollaud's Morgan Stanley Experience February 2003 - May 2003
Job Entrepreneur + Business Developer
Industry Computer Software
Experience
Vigure 2014 - Present
Webgility 2013 - 2014
MuleSoft Inc 2012 - 2013
Adobe 2006 - 2011
Peace Corps 2003 - 2005
Morgan Stanley February 2003 - May 2003
Education
Santa Clara University - Leavey School of Business 2008 — 2010
MBA
Portland State University - School of Business 1999 — 2003
BS, Dual Major: Marketing & Advertising Management
Vigure 2014 - Present
Webgility 2013 - 2014
MuleSoft Inc 2012 - 2013
Adobe 2006 - 2011
Peace Corps 2003 - 2005
Morgan Stanley February 2003 - May 2003
Education
Santa Clara University - Leavey School of Business 2008 — 2010
MBA
Portland State University - School of Business 1999 — 2003
BS, Dual Major: Marketing & Advertising Management
Bryan Carr Bryan Carr's Morgan Stanley Experience September 2007 - November 2008
Job Operations Associate at GW Capital, Inc
Industry Financial Services
Experience
GW Capital, Inc January 2013 - Present
CTC Consulting December 2009 - December 2012
Morgan Stanley September 2007 - November 2008
CTC Consulting June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Equities, Financial Modeling, Investments, Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Access, Asset Managment, Portfolio Management, Asset Management
Education
Portland State University - School of Business 2004 — 2009
Bachelor of Arts
GW Capital, Inc January 2013 - Present
CTC Consulting December 2009 - December 2012
Morgan Stanley September 2007 - November 2008
CTC Consulting June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Equities, Financial Modeling, Investments, Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Access, Asset Managment, Portfolio Management, Asset Management
Education
Portland State University - School of Business 2004 — 2009
Bachelor of Arts
LaKisha Johnson LaKisha Johnson's Morgan Stanley Experience May 2004 - May 2009
Job Quality Assurance Manager at Associates for Renewal in Education, Inc.
Industry Nonprofit Organization Management
Experience
Associates for Renewal in Education, Inc. March 2015 - Present
Associates for Renewal in Education November 2012 - Present
Greater Washington Board of Trade 2010 - 2012
Morgan Stanley May 2004 - May 2009
Morgan Stanley January 2001 - May 2004
Skills
Event Planning, Data Management, Crochet, Bowling, Community Service, Bookkeeping, Graphic Design
Education
Berkeley College-Woodland Park
Accounting and Finance
Prince George's Community College
Accounting and Finance
Associates for Renewal in Education, Inc. March 2015 - Present
Associates for Renewal in Education November 2012 - Present
Greater Washington Board of Trade 2010 - 2012
Morgan Stanley May 2004 - May 2009
Morgan Stanley January 2001 - May 2004
Skills
Event Planning, Data Management, Crochet, Bowling, Community Service, Bookkeeping, Graphic Design
Education
Berkeley College-Woodland Park
Accounting and Finance
Prince George's Community College
Accounting and Finance
Marcellus Davis Marcellus Davis's Morgan Stanley Experience January 2013 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
Danielle Governor Danielle Governor's Morgan Stanley Experience June 2006 - July 2008
Job Sales Rep
Industry Financial Services
Experience
Eli Lilly and Company December 2011 - Present
Stifel Nicolaus July 2008 - December 2011
Morgan Stanley June 2006 - July 2008
Maurices January 2006 - June 2006
Skills
Humor, Phone Sales, Organizational Design, Email Marketing, Sales, Customer Service, Telemarketing, Microsoft Office, Training, Team Building, PowerPoint, Leadership Development, Mutual Funds, Process Improvement, Investments, Microsoft Excel, Management, Account Management, Analysis, Business Development, Coaching, Entrepreneurship, Project Planning, Recruiting, Selling, Strategy, Time Management, Budgets, Business Planning, Business Strategy, Leadership, Marketing, Marketing Strategy, New Business Development, Project Management, Sales Presentations, Call Centers, Customer Retention, Sales Management, Strategic Planning, Customer Satisfaction, Negotiation
Education
Portland State University 2002 — 2005
B.S., Social Science
State of Oregon Notary Public
Eli Lilly and Company December 2011 - Present
Stifel Nicolaus July 2008 - December 2011
Morgan Stanley June 2006 - July 2008
Maurices January 2006 - June 2006
Skills
Humor, Phone Sales, Organizational Design, Email Marketing, Sales, Customer Service, Telemarketing, Microsoft Office, Training, Team Building, PowerPoint, Leadership Development, Mutual Funds, Process Improvement, Investments, Microsoft Excel, Management, Account Management, Analysis, Business Development, Coaching, Entrepreneurship, Project Planning, Recruiting, Selling, Strategy, Time Management, Budgets, Business Planning, Business Strategy, Leadership, Marketing, Marketing Strategy, New Business Development, Project Management, Sales Presentations, Call Centers, Customer Retention, Sales Management, Strategic Planning, Customer Satisfaction, Negotiation
Education
Portland State University 2002 — 2005
B.S., Social Science
State of Oregon Notary Public
Harrichand Rocky Persaud Harrichand Rocky Persaud's Morgan Stanley Experience September 1983 - February 1988
Job Owner/Managing Partner, Advanced Screenworks, LLC
Industry Wholesale
Experience
Advanced Screenworks, LLC 2010 - Present
Garnet Advisors LLC March 2001 - Present
Independent Investment Advisor March 1998 - February 2001
Bear Stearns March 1993 - February 1997
Independent Investment Advisor March 1988 - February 1993
Morgan Stanley September 1983 - February 1988
Skills
Investments, Management Consulting, Business Planning, Team Building, Leadership Development, Research, Public Speaking, Financial Analysis, PowerPoint, Business Strategy, Project Planning, Due Diligence, Accounting, Asset Managment, Contract Management, Program Management, Mergers, Analysis, Marketing, Team Leadership, Product Development, Product Management, Market Making, Forecasting, Fundraising, Proprietary Trading, Arbitrage
Education
Princeton University 1979 — 1983
BA, Economics - Magna Cum Laude
Queens College, Guyana 1971 — 1978
High School, Guyana Scholar, Univ of London GCE "A" Levels
Advanced Screenworks, LLC 2010 - Present
Garnet Advisors LLC March 2001 - Present
Independent Investment Advisor March 1998 - February 2001
Bear Stearns March 1993 - February 1997
Independent Investment Advisor March 1988 - February 1993
Morgan Stanley September 1983 - February 1988
Skills
Investments, Management Consulting, Business Planning, Team Building, Leadership Development, Research, Public Speaking, Financial Analysis, PowerPoint, Business Strategy, Project Planning, Due Diligence, Accounting, Asset Managment, Contract Management, Program Management, Mergers, Analysis, Marketing, Team Leadership, Product Development, Product Management, Market Making, Forecasting, Fundraising, Proprietary Trading, Arbitrage
Education
Princeton University 1979 — 1983
BA, Economics - Magna Cum Laude
Queens College, Guyana 1971 — 1978
High School, Guyana Scholar, Univ of London GCE "A" Levels
Dylan Budnick Dylan Budnick's Morgan Stanley Experience June 2007 - September 2007
Job Executive Vice Chairman at Student Net Alliance
Industry Information Services
Experience
Uber May 2015 - Present
Student Net Alliance February 2014 - Present
Yes on 91 May 2014 - August 2014
IBM Global Process Services January 2013 - April 2014
KPSU April 2011 - January 2014
Students for Sensible Drug Policy August 2011 - June 2012
Portland State University October 2011 - February 2012
Trident Security June 2008 - October 2008
Morgan Stanley June 2007 - September 2007
Skills
German, Customer Service, Customer Support, Office Administration, Community Outreach, Political Science, Political Communication, Political Management, Political Campaigns, Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Event Planning, Event Photography, Research, Online Research, Online Journalism, Online Publishing, Grassroots Fundraising, Social Media, Media Planning, Writing, Speech Writing, Photoshop, Photography, Music Publishing, Editing, Image Editing, Sound Editing, Social Media Outreach, Youth Outreach, High School Students, Public Relations, Nonprofits, Social Media Marketing, Social Networking, Blogging, Creative Writing, Radio, Press Releases, Radio Broadcasting, Copywriting, Facebook, Entertainment, Event Management, Broadcast, Video Editing
Education
Portland State University 2010 — 2012
Bachelor of Science, Political Science
Temple University 2009 — 2010
Political Science and Government
Pennsbury High School
Uber May 2015 - Present
Student Net Alliance February 2014 - Present
Yes on 91 May 2014 - August 2014
IBM Global Process Services January 2013 - April 2014
KPSU April 2011 - January 2014
Students for Sensible Drug Policy August 2011 - June 2012
Portland State University October 2011 - February 2012
Trident Security June 2008 - October 2008
Morgan Stanley June 2007 - September 2007
Skills
German, Customer Service, Customer Support, Office Administration, Community Outreach, Political Science, Political Communication, Political Management, Political Campaigns, Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Event Planning, Event Photography, Research, Online Research, Online Journalism, Online Publishing, Grassroots Fundraising, Social Media, Media Planning, Writing, Speech Writing, Photoshop, Photography, Music Publishing, Editing, Image Editing, Sound Editing, Social Media Outreach, Youth Outreach, High School Students, Public Relations, Nonprofits, Social Media Marketing, Social Networking, Blogging, Creative Writing, Radio, Press Releases, Radio Broadcasting, Copywriting, Facebook, Entertainment, Event Management, Broadcast, Video Editing
Education
Portland State University 2010 — 2012
Bachelor of Science, Political Science
Temple University 2009 — 2010
Political Science and Government
Pennsbury High School
Elise Crowley Elise Crowley's Morgan Stanley Experience January 2008 - June 2008
Job Financial Analyst at Coffee Bean International / Specialty Coffee by Farmer Brothers
Industry Financial Services
Experience
Coffee Bean International / Specialty Coffee by Farmer Brothers October 2014 - Present
Portland Community College 2012 - 2014
Portland State University 2012 - 2013
University of Oregon 2008 - 2009
Morgan Stanley January 2008 - June 2008
Skills
Economics, Statistical Data..., Benefit Cost Analysis, Collaborative Problem..., Statistical Software, Statistical Modeling, Teamwork, Stata, Microsoft Word, PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft SQL Server, Data Analysis
Education
Portland State University 2011 — 2013
Master's degree, Economics
University of Oregon 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Economics
Coffee Bean International / Specialty Coffee by Farmer Brothers October 2014 - Present
Portland Community College 2012 - 2014
Portland State University 2012 - 2013
University of Oregon 2008 - 2009
Morgan Stanley January 2008 - June 2008
Skills
Economics, Statistical Data..., Benefit Cost Analysis, Collaborative Problem..., Statistical Software, Statistical Modeling, Teamwork, Stata, Microsoft Word, PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft SQL Server, Data Analysis
Education
Portland State University 2011 — 2013
Master's degree, Economics
University of Oregon 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Economics
Brenda Arthur McCombs Brenda Arthur McCombs's Morgan Stanley Experience 1999 - 2010
Job CCO at Cordant Wealth Partners
Industry Investment Management
Experience
Cordant Wealth Partners September 2010 - Present
Morgan Stanley 1999 - 2010
MBank Inc. 1997 - 1999
The Loewen Group 1990 - 1997
Education
Point Loma Nazarene University 1983 — 1987
Cordant Wealth Partners September 2010 - Present
Morgan Stanley 1999 - 2010
MBank Inc. 1997 - 1999
The Loewen Group 1990 - 1997
Education
Point Loma Nazarene University 1983 — 1987
Dean Howell Dean Howell's Morgan Stanley Experience May 2005 - November 2013
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
Morgan Stanley May 2005 - November 2013
Smith Barney Brokerage Firm January 1972 - May 2005
Education
Portland State University 1966 — 1972
Bachelor's degree, Business Administration and Management, General
UBS November 2013 - Present
Morgan Stanley May 2005 - November 2013
Smith Barney Brokerage Firm January 1972 - May 2005
Education
Portland State University 1966 — 1972
Bachelor's degree, Business Administration and Management, General
Sara Oon Sara Oon's Morgan Stanley Experience July 2010 - July 2013
Job MBA Candidate at University of California, Berkeley
Industry
Experience
Morgan Stanley July 2010 - July 2013
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2006 — 2010
Bachelor of Science (BS), Operations Research and Financial Engineering
Morgan Stanley July 2010 - July 2013
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2006 — 2010
Bachelor of Science (BS), Operations Research and Financial Engineering
Mark Amon's Morgan Stanley Experience 2001 - 2002
Job Division Manager at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems June 2015 - Present
First Data Corporation May 2013 - June 2015
First Data Corporation August 2004 - June 2015
First Data Corporation August 2008 - May 2012
Synovus December 2007 - August 2008
First Data Corporation August 2004 - December 2007
Bankers Life and Casualty Company 2003 - 2004
Kobie Marketing 2001 - 2003
Morgan Stanley 2001 - 2002
Madison Bank 1998 - 2000
Skills
Credit Cards, Payment Card Processing, Electronic Payments, Payments, Mobile Payments, Payment Systems, Merchant Services, Debit Cards, Banking, Salesforce.com, ACH, Relationship Management, Gift Cards, Payment Gateways, Acquiring, Cards, Transaction Processing, E-payments, Payment Industry, Financial Services
Education
St. Petersburg College 1996 — 1998
Management Information Systems and Services
Pinellas Technical Education Center-St Petersburg 1990 — 1991
Certified Respiratory Care Practioner, Respiratory Care Therapy/Therapist
Youngstown State University 1986 — 1988
Criminal Justice/Police Science
Heartland Payment Systems June 2015 - Present
First Data Corporation May 2013 - June 2015
First Data Corporation August 2004 - June 2015
First Data Corporation August 2008 - May 2012
Synovus December 2007 - August 2008
First Data Corporation August 2004 - December 2007
Bankers Life and Casualty Company 2003 - 2004
Kobie Marketing 2001 - 2003
Morgan Stanley 2001 - 2002
Madison Bank 1998 - 2000
Skills
Credit Cards, Payment Card Processing, Electronic Payments, Payments, Mobile Payments, Payment Systems, Merchant Services, Debit Cards, Banking, Salesforce.com, ACH, Relationship Management, Gift Cards, Payment Gateways, Acquiring, Cards, Transaction Processing, E-payments, Payment Industry, Financial Services
Education
St. Petersburg College 1996 — 1998
Management Information Systems and Services
Pinellas Technical Education Center-St Petersburg 1990 — 1991
Certified Respiratory Care Practioner, Respiratory Care Therapy/Therapist
Youngstown State University 1986 — 1988
Criminal Justice/Police Science
Neha Uberoi's Morgan Stanley Experience May 2011 - August 2011
Job Nebu Inc.
Industry Health, Wellness and Fitness
Experience
Nebu Inc. March 2014 - Present
DMAC (Digital Media Arts College) January 2015 - September 2015
Cosmedicine May 2014 - November 2014
LocalVox April 2013 - March 2014
My Personal Health Record Express January 2009 - February 2013
Morgan Stanley May 2011 - August 2011
Telemundo Media, a division of NBCUniversal May 2010 - August 2010
WTA 2003 - 2008
Skills
Marketing Strategy, Social Media, Start-ups, Public Speaking, Event Planning, Social Media Marketing, Sports, Entrepreneurship, Management, Microsoft Office, Leadership, Public Relations, Entertainment, Social Networking, Blogging, Email Marketing, Blogger, Business Strategy, Coaching, Tennis Professional, WordPress, Spanish, New Business Development, Broadcast Television, Business Planning, Tennis, SEO, Athletic Performance, Marketing, Digital Marketing, Strategy
Education
Princeton University 2009 — 2012
BA Sociology
Nebu Inc. March 2014 - Present
DMAC (Digital Media Arts College) January 2015 - September 2015
Cosmedicine May 2014 - November 2014
LocalVox April 2013 - March 2014
My Personal Health Record Express January 2009 - February 2013
Morgan Stanley May 2011 - August 2011
Telemundo Media, a division of NBCUniversal May 2010 - August 2010
WTA 2003 - 2008
Skills
Marketing Strategy, Social Media, Start-ups, Public Speaking, Event Planning, Social Media Marketing, Sports, Entrepreneurship, Management, Microsoft Office, Leadership, Public Relations, Entertainment, Social Networking, Blogging, Email Marketing, Blogger, Business Strategy, Coaching, Tennis Professional, WordPress, Spanish, New Business Development, Broadcast Television, Business Planning, Tennis, SEO, Athletic Performance, Marketing, Digital Marketing, Strategy
Education
Princeton University 2009 — 2012
BA Sociology
William Anfuso William Anfuso's Morgan Stanley Experience January 2001 - February 2010
Job Founder and President at Cordant Wealth Partners
Industry Investment Management
Experience
Cordant Wealth Partners November 2009 - Present
Morgan Stanley January 2001 - February 2010
Skills
Wealth Management, Investments, Strategic Planning for..., Strategic Financial..., Portfolio Management, Financial Advisory, Retirement Planning, Estate Planning, Financial Analysis, Wealth, Insurance, Asset Allocation, Alternative Investments, Investment Advisory, Equities, Asset Managment, Strategic Planning, Management, Finance, Retirement
Education
Wharton School, University of Pennsylvania
Portland State University 1997 — 1999
Cordant Wealth Partners November 2009 - Present
Morgan Stanley January 2001 - February 2010
Skills
Wealth Management, Investments, Strategic Planning for..., Strategic Financial..., Portfolio Management, Financial Advisory, Retirement Planning, Estate Planning, Financial Analysis, Wealth, Insurance, Asset Allocation, Alternative Investments, Investment Advisory, Equities, Asset Managment, Strategic Planning, Management, Finance, Retirement
Education
Wharton School, University of Pennsylvania
Portland State University 1997 — 1999
Rebecca Mark Rebecca Mark's Morgan Stanley Experience July 2009 - March 2010
Job Financial Analyst at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation June 2011 - Present
Club Sport Oregon June 2008 - June 2011
Morgan Stanley July 2009 - March 2010
Skills
Sales, Financial Modeling, Investments, Finance, Accounting, Financial Risk
Education
Portland State University 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Intel Corporation June 2011 - Present
Club Sport Oregon June 2008 - June 2011
Morgan Stanley July 2009 - March 2010
Skills
Sales, Financial Modeling, Investments, Finance, Accounting, Financial Risk
Education
Portland State University 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Evelyn Shirley Ceja-Tinoco Evelyn Shirley Ceja-Tinoco's Morgan Stanley Experience November 2010 - Present
Job MBA Candidate at UCLA Anderson Class of 2017
Industry Financial Services
Experience
Morgan Stanley November 2010 - Present
Skills
Financial Modeling, Series 7, Financial Analysis, Valuation, Hedge Funds, Bloomberg, Private Equity, Investments, Portfolio Management, Fixed Income, Economics, Venture Capital, Retirement Planning, Corporate Finance, Bloomberg Terminal, Research, Data Analysis, Microsoft Excel, Public Speaking, Leadership
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Pomona College 2006 — 2010
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics
Morgan Stanley November 2010 - Present
Skills
Financial Modeling, Series 7, Financial Analysis, Valuation, Hedge Funds, Bloomberg, Private Equity, Investments, Portfolio Management, Fixed Income, Economics, Venture Capital, Retirement Planning, Corporate Finance, Bloomberg Terminal, Research, Data Analysis, Microsoft Excel, Public Speaking, Leadership
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Pomona College 2006 — 2010
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics
Malcolm Higbee-Glace Malcolm Higbee-Glace's Morgan Stanley Experience 2000 - 2001
Job Principal, Phoenix Commercial Interior Architecture Project Management Services, LLC
Industry Architecture & Planning
Experience
Phoenix Commercial Interior Architecture Project Management Service LLP 2002 - Present
Adm. F. D. Higbee USCG Maritime Research and Learning Center 2001 - Present
Morgan Stanley 2000 - 2001
Griswold Heckel and Kelly 1998 - 2000
Cole Martinez Curtis 1985 - 1998
Higbee-Glace Project Management LLC 1983 - 1985
Skills
Project Management, Construction Management, Interior Architecture, Interior Design, Real Estate Strategist, Space Planning, Tenant Improvement, Proposal Preparation, RFP Generation, Fee Allocation, Strategic Planning, Construction Budgets, Construction Documents, ADA Compliance, State and Local Code..., Sustainable Design, Bid Preparation, Bid Analysis, FF&E, Billing Analysis, Mentoring, Post Construction..., Client Retention..., Public Relations, Marketing, Historic Preservation, AutoCAD, Revit, Microsoft Office 2010, Microsoft Excel, Microsoft Projects, PowerPoint, Microsoft Word, Salesmanship, Research and..., Author, Submittals
Education
Pratt Institute 2010 — 2011
Architecture
Woodbury University 1977 — 1980
BS, Interior Design, Business
LA Harbor College 1974 — 1976
AA Architecture, Architecture
Ace Computer School
Continuing Education, Microsoft Office Suite, Power Point, Excel Word 2010, Outlook, etc.
Pratt Institute
Continuing Education, AutoCadd/Revit
Nashoba Regional High School
Nashoba Regional High School
Phoenix Commercial Interior Architecture Project Management Service LLP 2002 - Present
Adm. F. D. Higbee USCG Maritime Research and Learning Center 2001 - Present
Morgan Stanley 2000 - 2001
Griswold Heckel and Kelly 1998 - 2000
Cole Martinez Curtis 1985 - 1998
Higbee-Glace Project Management LLC 1983 - 1985
Skills
Project Management, Construction Management, Interior Architecture, Interior Design, Real Estate Strategist, Space Planning, Tenant Improvement, Proposal Preparation, RFP Generation, Fee Allocation, Strategic Planning, Construction Budgets, Construction Documents, ADA Compliance, State and Local Code..., Sustainable Design, Bid Preparation, Bid Analysis, FF&E, Billing Analysis, Mentoring, Post Construction..., Client Retention..., Public Relations, Marketing, Historic Preservation, AutoCAD, Revit, Microsoft Office 2010, Microsoft Excel, Microsoft Projects, PowerPoint, Microsoft Word, Salesmanship, Research and..., Author, Submittals
Education
Pratt Institute 2010 — 2011
Architecture
Woodbury University 1977 — 1980
BS, Interior Design, Business
LA Harbor College 1974 — 1976
AA Architecture, Architecture
Ace Computer School
Continuing Education, Microsoft Office Suite, Power Point, Excel Word 2010, Outlook, etc.
Pratt Institute
Continuing Education, AutoCadd/Revit
Nashoba Regional High School
Nashoba Regional High School
Brenda Wesley Brenda Wesley's Morgan Stanley Experience 2004 - 2008
Job Executive Assistant at The Paulson Institute
Industry Financial Services
Experience
The Paulson Institute February 2014 - Present
Nuveen Investments February 2013 - November 2013
Managers Investment Group April 2008 - August 2012
Morgan Stanley 2004 - 2008
Morgan Stanley 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Strong interpersonal..., Adaptable and..., Honest, loyal and..., Ability to maintain..., Strong organizational..., Proactive self-starter, Successfully manages..., Proficient in MicroSoft..., Administrative..., Securities, Outlook, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Building Relationships, Equities, Sales, Onboarding, Microsoft Excel
Education
Prairie State College 1975 — 1977
Associates of Arts, Journalism
Homewood Flossmoor HS 1971 — 1975
HS Diploma
The Paulson Institute February 2014 - Present
Nuveen Investments February 2013 - November 2013
Managers Investment Group April 2008 - August 2012
Morgan Stanley 2004 - 2008
Morgan Stanley 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Strong interpersonal..., Adaptable and..., Honest, loyal and..., Ability to maintain..., Strong organizational..., Proactive self-starter, Successfully manages..., Proficient in MicroSoft..., Administrative..., Securities, Outlook, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Building Relationships, Equities, Sales, Onboarding, Microsoft Excel
Education
Prairie State College 1975 — 1977
Associates of Arts, Journalism
Homewood Flossmoor HS 1971 — 1975
HS Diploma
Angela Shen Angela Shen's Morgan Stanley Experience June 2013 - August 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
Analysis Group August 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics
Analysis Group August 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics
Paula DiGioia Paula DiGioia's Morgan Stanley Experience November 2007 - June 2008
Job Design Constultant
Industry Graphic Design
Experience
OK! Magazine Graphic DesignerPIMCOOctober 2012 - July 2014
Christofle Silver, Inc March 2009 - December 2012
Crisp June 2009 - January 2011
The Shade Store, LLC February 2008 - January 2009
Morgan Stanley November 2007 - June 2008
Curran & Connors, Inc. 2003 - 2007
Skills
Illustration, Brochures, Illustrator, Web Design, InDesign, Art Direction, Graphics, Photoshop, Advertising, Blogging, Photography, Typography, Direct Mail, HTML, Graphic Design, Adobe Acrobat, Image Manipulation, Collateral, Annual Reports
Education
Pratt Institute 1999 — 2003
Bachelor of Fine Arts, Major—Communications Design
Pratt Institute
OK! Magazine Graphic DesignerPIMCOOctober 2012 - July 2014
Christofle Silver, Inc March 2009 - December 2012
Crisp June 2009 - January 2011
The Shade Store, LLC February 2008 - January 2009
Morgan Stanley November 2007 - June 2008
Curran & Connors, Inc. 2003 - 2007
Skills
Illustration, Brochures, Illustrator, Web Design, InDesign, Art Direction, Graphics, Photoshop, Advertising, Blogging, Photography, Typography, Direct Mail, HTML, Graphic Design, Adobe Acrobat, Image Manipulation, Collateral, Annual Reports
Education
Pratt Institute 1999 — 2003
Bachelor of Fine Arts, Major—Communications Design
Pratt Institute
J.J. Klein's Morgan Stanley Experience October 2003 - January 2010
Job Wealth Manager at Klein Wealth Management
Industry Investment Management
Experience
Klein Wealth Management 2010 - Present
Morgan Stanley October 2003 - January 2010
UBS October 1998 - October 2003
Skills
401k Rollovers, Wealth Management, Retirement Planning, Municipal Bonds, IRAs, Financial Analysis, High Yield Bonds, Stock Market, 401k, Roth IRA, Risk Management, Financial Modeling, Research, Budgets, Strategic Planning, Stock Management, Financial Risk, Simple IRA, SEP IRA, Project Management, Private Pilot, Corporate bonds
Education
Portland State University 1993 — 1995
Bachelor of Science (BS), Economics / Sociology
Klein Wealth Management 2010 - Present
Morgan Stanley October 2003 - January 2010
UBS October 1998 - October 2003
Skills
401k Rollovers, Wealth Management, Retirement Planning, Municipal Bonds, IRAs, Financial Analysis, High Yield Bonds, Stock Market, 401k, Roth IRA, Risk Management, Financial Modeling, Research, Budgets, Strategic Planning, Stock Management, Financial Risk, Simple IRA, SEP IRA, Project Management, Private Pilot, Corporate bonds
Education
Portland State University 1993 — 1995
Bachelor of Science (BS), Economics / Sociology
Neil Newman Neil Newman's Morgan Stanley Experience February 1988 - February 2009
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Morgan Stanley February 1988 - February 2009
Skills
Investments, Finance, Financial Advisory, Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
Philadelphia University 1975 — 1979
Bachlors of Science, Finance
UBS Wealth Management February 2009 - Present
Morgan Stanley February 1988 - February 2009
Skills
Investments, Finance, Financial Advisory, Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
Philadelphia University 1975 — 1979
Bachlors of Science, Finance
Alisher Saydalikhodjayev Alisher Saydalikhodjayev's Morgan Stanley Experience June 2007 - August 2007
Job Product Manager
Industry Computer Software
Experience
Microsoft April 2013 - Present
Microsoft February 2011 - March 2013
Bill & Melinda Gates Foundation January 2010 - February 2011
McKinsey & Company September 2008 - December 2009
Pomona College September 2007 - May 2008
Sagehen Capital Management September 2007 - May 2008
Morgan Stanley June 2007 - August 2007
Gould Asset Management September 2006 - December 2006
Skills
Business Strategy, Financial Analysis, Market Analysis, Valuation, Windows Phone, Mobile Devices, Mobile Commerce, Mobile Operators, Business Development, Management Consulting, Strategy, Product Marketing, Leadership, Analysis, Start-ups, Consulting, Management
Education
Pomona College 2004 — 2008
B.A., cum laude, Mathematical Economics
Microsoft April 2013 - Present
Microsoft February 2011 - March 2013
Bill & Melinda Gates Foundation January 2010 - February 2011
McKinsey & Company September 2008 - December 2009
Pomona College September 2007 - May 2008
Sagehen Capital Management September 2007 - May 2008
Morgan Stanley June 2007 - August 2007
Gould Asset Management September 2006 - December 2006
Skills
Business Strategy, Financial Analysis, Market Analysis, Valuation, Windows Phone, Mobile Devices, Mobile Commerce, Mobile Operators, Business Development, Management Consulting, Strategy, Product Marketing, Leadership, Analysis, Start-ups, Consulting, Management
Education
Pomona College 2004 — 2008
B.A., cum laude, Mathematical Economics
Brianna Piacitelli's Morgan Stanley Experience June 2014 - Present
Job Financial Management Teaching Assistantat Plymouth State University
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Plymouth State University College of Business September 2012 - Present
Plymouth State University September 2014 - May 2015
Stoppe Management Rental Services October 2013 - May 2015
Pinnacle Private Wealth May 2014 - September 2014
Comcast April 2014 - August 2014
Skills
Leadership, Teamwork, Customer Service, Time Management, Communication, Interpersonal Skill, Critical Thinking, Strategic Planning, Organization, Team Leadership, Data Analysis, Oral & Written..., Work Ethic, Professional Sales, Finance, Economics, Pre-Law
Education
Plymouth State University 2012 — 2016
Bachelor of Science (BS), Finance, GPA 3.68
Morgan Stanley June 2014 - Present
Plymouth State University College of Business September 2012 - Present
Plymouth State University September 2014 - May 2015
Stoppe Management Rental Services October 2013 - May 2015
Pinnacle Private Wealth May 2014 - September 2014
Comcast April 2014 - August 2014
Skills
Leadership, Teamwork, Customer Service, Time Management, Communication, Interpersonal Skill, Critical Thinking, Strategic Planning, Organization, Team Leadership, Data Analysis, Oral & Written..., Work Ethic, Professional Sales, Finance, Economics, Pre-Law
Education
Plymouth State University 2012 — 2016
Bachelor of Science (BS), Finance, GPA 3.68
Ritchell Madikaegbu Ritchell Madikaegbu's Morgan Stanley Experience August 2010 - January 2012
Job Junior Accountant at Prince George's County Economic Development Corporation
Industry International Trade and Development
Experience
Prince George's County Economic Development Corporation January 2013 - Present
First Investors January 2013 - 2013
Morgan Stanley August 2010 - January 2012
Prince George's County Economic Development Corporation July 2008 - November 2008
Sonatta Camara Real Estate Group June 2007 - August 2008
ARAMARK Refreshment Services September 2005 - December 2005
Skills
Budgets, Research, Business Development, Market Research, Management, Sales, Market Planning, Start-ups, Economics, Personal Financial..., Operations Management, Accounting, Leadership, Financial Services, Fundraising, Customer Service, Marketing, Program Management, Project Management, Finance, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
BS, Finance, International Business
Prince George's Community College 2006 — 2008
AS, Business Administration
Landmark
SKEMA Business School
Prince George's County Economic Development Corporation January 2013 - Present
First Investors January 2013 - 2013
Morgan Stanley August 2010 - January 2012
Prince George's County Economic Development Corporation July 2008 - November 2008
Sonatta Camara Real Estate Group June 2007 - August 2008
ARAMARK Refreshment Services September 2005 - December 2005
Skills
Budgets, Research, Business Development, Market Research, Management, Sales, Market Planning, Start-ups, Economics, Personal Financial..., Operations Management, Accounting, Leadership, Financial Services, Fundraising, Customer Service, Marketing, Program Management, Project Management, Finance, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
BS, Finance, International Business
Prince George's Community College 2006 — 2008
AS, Business Administration
Landmark
SKEMA Business School
Daniel Crain Daniel Crain's Morgan Stanley Experience June 1996 - December 1999
Job CEO at Gadget Software
Industry Information Technology and Services
Experience
Gadget Software November 2014 - Present
Jeda Networks January 2012 - March 2015
Cisco October 2013 - September 2014
WhipTail Technologies, Inc December 2010 - November 2013
Zerto September 2010 - November 2012
Brocade 2003 - 2008
Deutsche Bank 2001 - 2003
StorageApps 1999 - 2001
Morgan Stanley June 1996 - December 1999
Skills
Storage, SSD, Cloud Computing, Data Center, Virtualization, Storage Area Networks, Enterprise Software, SaaS, Storage Virtualization, SAN, Go-to-market Strategy, Disaster Recovery, Solution Selling, NAS, VMware, Business Alliances, High Availability, Channel Partners, Sales Enablement, Pre-sales
Education
Pratt Institute
Bachelor's Degree, Industrial Engineering
Gadget Software November 2014 - Present
Jeda Networks January 2012 - March 2015
Cisco October 2013 - September 2014
WhipTail Technologies, Inc December 2010 - November 2013
Zerto September 2010 - November 2012
Brocade 2003 - 2008
Deutsche Bank 2001 - 2003
StorageApps 1999 - 2001
Morgan Stanley June 1996 - December 1999
Skills
Storage, SSD, Cloud Computing, Data Center, Virtualization, Storage Area Networks, Enterprise Software, SaaS, Storage Virtualization, SAN, Go-to-market Strategy, Disaster Recovery, Solution Selling, NAS, VMware, Business Alliances, High Availability, Channel Partners, Sales Enablement, Pre-sales
Education
Pratt Institute
Bachelor's Degree, Industrial Engineering
Sue Shamaoun Sue Shamaoun's Morgan Stanley Experience November 1997 - February 2002
Job ADT Small Business Representative
Industry Security and Investigations
Experience
Sue Shamaoun August 2010 - Present
Sue Shamaoun - Keller Williams VIP Properties January 2010 - June 2011
United Vision Financial February 2003 - August 2007
Morgan Stanley November 1997 - February 2002
Liberty Management February 1991 - November 1997
Law Offices of Edgar R. Bardin July 1989 - January 1991
Skills
Real Estate, Foreclosures, Short Sales, Investments, Customer Service, Loans, Condos, Selling, Banking, Marketing, Negotiation, Social Media Marketing
Education
Peirce College 1988 — 1990
AA, Buisness Administrative
Phillips Jr. College, Bomi InstituteCALIFORNIA REAL ESTATE
Sue Shamaoun August 2010 - Present
Sue Shamaoun - Keller Williams VIP Properties January 2010 - June 2011
United Vision Financial February 2003 - August 2007
Morgan Stanley November 1997 - February 2002
Liberty Management February 1991 - November 1997
Law Offices of Edgar R. Bardin July 1989 - January 1991
Skills
Real Estate, Foreclosures, Short Sales, Investments, Customer Service, Loans, Condos, Selling, Banking, Marketing, Negotiation, Social Media Marketing
Education
Peirce College 1988 — 1990
AA, Buisness Administrative
Phillips Jr. College, Bomi InstituteCALIFORNIA REAL ESTATE
Judith Walker Judith Walker's Morgan Stanley Experience February 1998 - Present
Job Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Marin Symphony Assn July 2014 - Present
Morgan Stanley February 1998 - Present
Smith Barney Private Trust February 1998 - January 2000
U.S. Bank January 1993 - January 1998
Skills
Wealth Management, Stocks, Bonds, Managed Futures, Options Strategies, Currencies, Private Equity, Asset Management, Estate Planning, Strategic Planning, Philanthropic Services, Portfolio Management, Mutual Funds, Life Insurance, Annuities, Asset Based Lending, Non-profit Fund..., Public Speaking
Education
Portland State University 1982 — 1987
B.A. cum laude, Finance, Law & International Business
Marin Symphony Assn July 2014 - Present
Morgan Stanley February 1998 - Present
Smith Barney Private Trust February 1998 - January 2000
U.S. Bank January 1993 - January 1998
Skills
Wealth Management, Stocks, Bonds, Managed Futures, Options Strategies, Currencies, Private Equity, Asset Management, Estate Planning, Strategic Planning, Philanthropic Services, Portfolio Management, Mutual Funds, Life Insurance, Annuities, Asset Based Lending, Non-profit Fund..., Public Speaking
Education
Portland State University 1982 — 1987
B.A. cum laude, Finance, Law & International Business
Debora Vilas Boas Debora Vilas Boas's Morgan Stanley Experience September 2002 - December 2008
Job
Industry Graphic Design
Experience
solvate 2010 - 2010
Morgan Stanley September 2002 - December 2008
Bouchez Kent Company May 2002 - September 2002
Skills
Advertising, Graphic Design, Corporate Identity, InDesign, Graphics, Illustrator, Marketing, Typography, Brochures, Photoshop, Invitations, Video Production, Photography, QuarkXPress, Adobe Creative Suite
Education
Pratt Institute 1998 — 2002
BFA, Graphic Design
solvate 2010 - 2010
Morgan Stanley September 2002 - December 2008
Bouchez Kent Company May 2002 - September 2002
Skills
Advertising, Graphic Design, Corporate Identity, InDesign, Graphics, Illustrator, Marketing, Typography, Brochures, Photoshop, Invitations, Video Production, Photography, QuarkXPress, Adobe Creative Suite
Education
Pratt Institute 1998 — 2002
BFA, Graphic Design
Kaixi Hu Kaixi Hu's Morgan Stanley Experience August 2014 - Present
Job Operational Analyst in Commodities Department, Physical Oil, Traffic
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
State of CT, Office of the Comptroller July 2013 - December 2013
Agricultural Bank of China, Guangzhou Tonghe Branch May 2012 - August 2012
Ren Ren Website September 2009 - September 2011
Guangzhou Zhisheng Certified Public Accountants Limited Corporation June 2010 - September 2010
Skills
Financial Modeling, Finance, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, Access, Data Analysis, Customer Service, Research, Bloomberg, Time Management, Social Media, Leadership, Corporate Finance, Valuation
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Financial Risk Management
Portland State University 2011 — 2012
Certificate
Morgan Stanley August 2014 - Present
State of CT, Office of the Comptroller July 2013 - December 2013
Agricultural Bank of China, Guangzhou Tonghe Branch May 2012 - August 2012
Ren Ren Website September 2009 - September 2011
Guangzhou Zhisheng Certified Public Accountants Limited Corporation June 2010 - September 2010
Skills
Financial Modeling, Finance, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, Access, Data Analysis, Customer Service, Research, Bloomberg, Time Management, Social Media, Leadership, Corporate Finance, Valuation
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Financial Risk Management
Portland State University 2011 — 2012
Certificate
Anna Leonard Anna Leonard's Morgan Stanley Experience October 2013 - Present
Job Capital Markets Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Winterberry Group December 2012 - October 2013
Winterberry Group September 2011 - December 2012
Klasko, Rulon, Stock & Seltzer, LLP November 2010 - August 2011
NeighborWorks America 2007 - 2009
Skills
Data Analysis, Research, Spanish, Strategic Planning, Public Speaking, Business Strategy, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Market Research, Due Diligence, Management Consulting, Economics, Analytics
Education
Princeton University 2006 — 2010
BA, Woodrow Wilson School of Public Policy and International Affairs, Cum Laude
University of California, Berkeley, Haas School of Business 2009 — 2009
Richard Montgomery High School 2002 — 2006
Morgan Stanley October 2013 - Present
Winterberry Group December 2012 - October 2013
Winterberry Group September 2011 - December 2012
Klasko, Rulon, Stock & Seltzer, LLP November 2010 - August 2011
NeighborWorks America 2007 - 2009
Skills
Data Analysis, Research, Spanish, Strategic Planning, Public Speaking, Business Strategy, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Market Research, Due Diligence, Management Consulting, Economics, Analytics
Education
Princeton University 2006 — 2010
BA, Woodrow Wilson School of Public Policy and International Affairs, Cum Laude
University of California, Berkeley, Haas School of Business 2009 — 2009
Richard Montgomery High School 2002 — 2006
Robert Glanville Robert Glanville's Morgan Stanley Experience 1988 - 1992
Job Senior Advisor REG Consulting LLC
Industry Investment Management
Experience
REG Consulting LLC May 2015 - Present
REG Consulting, LLC May 2015 - Present
Arch Capital Group September 2003 - May 2006
Warburg Pincus 1999 - 2003
FA Services LLC September 1993 - March 1999
APP 1997 - 1999
APP 1997 - 1999
APP 1997 - 1999
JD Logistics 1994 - 1999
Morgan Stanley 1988 - 1992
Skills
Private Equity, Finance, Financial Services, Venture Capital, Investments, Corporate Development, Entrepreneurship, Mergers, Corporate Finance, Equities, Due Diligence, Alternative Investments, Hedge Funds, Start-ups, Investment Banking, LBO, Portfolio Management, Valuation, Capital Markets, Emerging Markets
Education
Princeton University 1984 — 1988
BA
The Hotchkiss School 1981 — 1984
REG Consulting LLC May 2015 - Present
REG Consulting, LLC May 2015 - Present
Arch Capital Group September 2003 - May 2006
Warburg Pincus 1999 - 2003
FA Services LLC September 1993 - March 1999
APP 1997 - 1999
APP 1997 - 1999
APP 1997 - 1999
JD Logistics 1994 - 1999
Morgan Stanley 1988 - 1992
Skills
Private Equity, Finance, Financial Services, Venture Capital, Investments, Corporate Development, Entrepreneurship, Mergers, Corporate Finance, Equities, Due Diligence, Alternative Investments, Hedge Funds, Start-ups, Investment Banking, LBO, Portfolio Management, Valuation, Capital Markets, Emerging Markets
Education
Princeton University 1984 — 1988
BA
The Hotchkiss School 1981 — 1984
Orlando Paz Orlando Paz's Morgan Stanley Experience December 2009 - Present
Job Senior Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley December 2009 - Present
Oceanwide September 2009 - November 2009
Dexon Software January 2008 - July 2009
Dexon Software October 2004 - December 2008
Ultrabursatiles 2003 - 2004
Vision Software 2002 - 2003
Skills
.NET, C#, ITIL, Software Development, Business Intelligence, Agile Methodologies, Microsoft SQL Server, Java, Visual Studio, SOA, XML, JavaScript, Web Services, Enterprise Architecture, UML, Design Patterns, Team Leadership, SQL, Software Project..., Project Management
Education
Universidad de Los Andes 1901 — 1996
Colegio La Esperanza
Concordia University
Pontificia Universidad Javeriana
Morgan Stanley December 2009 - Present
Oceanwide September 2009 - November 2009
Dexon Software January 2008 - July 2009
Dexon Software October 2004 - December 2008
Ultrabursatiles 2003 - 2004
Vision Software 2002 - 2003
Skills
.NET, C#, ITIL, Software Development, Business Intelligence, Agile Methodologies, Microsoft SQL Server, Java, Visual Studio, SOA, XML, JavaScript, Web Services, Enterprise Architecture, UML, Design Patterns, Team Leadership, SQL, Software Project..., Project Management
Education
Universidad de Los Andes 1901 — 1996
Colegio La Esperanza
Concordia University
Pontificia Universidad Javeriana
Jennifer Scher, LEED Green Associate Jennifer Scher, LEED Green Associate's Morgan Stanley Experience February 1997 - December 2000
Job Trade Account Manager and Design Consultant
Industry Design
Experience
Resource Furniture February 2012 - Present
Scher Design Solutions May 2011 - Present
Studio Anise September 2011 - February 2012
Lucy Rose Design August 2011 - February 2012
NBC Universal June 2011 - July 2011
Pratt Institute August 2008 - May 2011
Pratt Institute Interior Design Office July 2008 - May 2011
JPMorgan September 2003 - July 2008
Goldman Sachs January 2001 - December 2002
Morgan Stanley February 1997 - December 2000
Skills
AutoCAD, Adobe Creative Suite, Microsoft Office, SketchUp, Revit, Model Making, Client Service, Rendering, Project Planning, Presentations, Relationship Management, Sales, Interior Design, Interior Architecture, Design Research, Materials, Furniture, Space-planning, Space Design, Spanish, Photoshop, Illustrator, InDesign
Education
Pratt Institute 2008 — 2011
MS, Interior Design
University of South Carolina-Columbia 1993 — 1995
MIBS, International Business
Wesleyan University 1986 — 1990
Resource Furniture February 2012 - Present
Scher Design Solutions May 2011 - Present
Studio Anise September 2011 - February 2012
Lucy Rose Design August 2011 - February 2012
NBC Universal June 2011 - July 2011
Pratt Institute August 2008 - May 2011
Pratt Institute Interior Design Office July 2008 - May 2011
JPMorgan September 2003 - July 2008
Goldman Sachs January 2001 - December 2002
Morgan Stanley February 1997 - December 2000
Skills
AutoCAD, Adobe Creative Suite, Microsoft Office, SketchUp, Revit, Model Making, Client Service, Rendering, Project Planning, Presentations, Relationship Management, Sales, Interior Design, Interior Architecture, Design Research, Materials, Furniture, Space-planning, Space Design, Spanish, Photoshop, Illustrator, InDesign
Education
Pratt Institute 2008 — 2011
MS, Interior Design
University of South Carolina-Columbia 1993 — 1995
MIBS, International Business
Wesleyan University 1986 — 1990
J.T. Horner J.T. Horner's Morgan Stanley Experience December 1999 - June 2002
Job AVP/Loan Officer at Intervest Mortgage
Industry Commercial Real Estate
Experience
INTERVEST Mortgage Investment Co. July 2002 - Present
Morgan Stanley December 1999 - June 2002
Skills
Commercial Lending, Loans, Commercial Mortgages, Commercial Real Estate, Real Estate, Underwriting, Investment Properties, Mortgage Lending, Banking, Loan Origination
Education
Portland State University - School of Business 1998 — 2002
BS, Finance & Marketing
INTERVEST Mortgage Investment Co. July 2002 - Present
Morgan Stanley December 1999 - June 2002
Skills
Commercial Lending, Loans, Commercial Mortgages, Commercial Real Estate, Real Estate, Underwriting, Investment Properties, Mortgage Lending, Banking, Loan Origination
Education
Portland State University - School of Business 1998 — 2002
BS, Finance & Marketing
Nicholas Lanzi's Morgan Stanley Experience June 2005 - September 2005
Job Corporate Development at Aetna
Industry Financial Services
Experience
Aetna March 2015 - Present
Moorgate Partners January 2014 - December 2014
Moorgate Partners September 2010 - December 2013
Mav6 August 2008 - August 2010
Wachovia Securities, LLC June 2006 - July 2008
Morgan Stanley June 2005 - September 2005
Baltimore Ravens July 2004 - September 2004
Skills
Financial Modeling, Private Equity, Mergers, Due Diligence, Valuation, Corporate Finance, Mergers & Acquisitions, Equities, Bloomberg, Investments, Budgets, Finance, Forecasting, Portfolio Management, Analysis, Management
Education
Princeton University 2002 — 2006
AB, Economics
Elkton High School 1998 — 2002
Aetna March 2015 - Present
Moorgate Partners January 2014 - December 2014
Moorgate Partners September 2010 - December 2013
Mav6 August 2008 - August 2010
Wachovia Securities, LLC June 2006 - July 2008
Morgan Stanley June 2005 - September 2005
Baltimore Ravens July 2004 - September 2004
Skills
Financial Modeling, Private Equity, Mergers, Due Diligence, Valuation, Corporate Finance, Mergers & Acquisitions, Equities, Bloomberg, Investments, Budgets, Finance, Forecasting, Portfolio Management, Analysis, Management
Education
Princeton University 2002 — 2006
AB, Economics
Elkton High School 1998 — 2002
Ashley Nodar Ashley Nodar's Morgan Stanley Experience May 2013 - August 2013
Job Product Designer at Underdog.io
Industry Design
Experience
Underdog.io August 2015 - Present
Priceline.com October 2013 - August 2015
Morgan Stanley May 2013 - August 2013
//Avec April 2013 - August 2013
Gin Lane Media January 2013 - May 2013
//Avec April 2012 - August 2012
Matic May 2011 - September 2011
Skills
Graphic Design, Microsoft Office, Illustrator, Microsoft Word, InDesign, Adobe Creative Suite, Research, Photoshop, Social Media, Typography, Web Design, Photography, Art Direction, WordPress, Interaction Design, User Experience, Wireframes, Visual Design
Education
Pratt Institute 2009 — 2013
Bachelor of Fine Arts (BFA), Design and Visual Communications, Dean's List
Underdog.io August 2015 - Present
Priceline.com October 2013 - August 2015
Morgan Stanley May 2013 - August 2013
//Avec April 2013 - August 2013
Gin Lane Media January 2013 - May 2013
//Avec April 2012 - August 2012
Matic May 2011 - September 2011
Skills
Graphic Design, Microsoft Office, Illustrator, Microsoft Word, InDesign, Adobe Creative Suite, Research, Photoshop, Social Media, Typography, Web Design, Photography, Art Direction, WordPress, Interaction Design, User Experience, Wireframes, Visual Design
Education
Pratt Institute 2009 — 2013
Bachelor of Fine Arts (BFA), Design and Visual Communications, Dean's List
Christopher Duffy Christopher Duffy's Morgan Stanley Experience April 1996 - May 2011
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2014 - Present
BNP Paribas August 2011 - August 2014
Morgan Stanley April 1996 - May 2011
Skills
Emerging Markets, Capital Markets, Alternative Investments, Asset Management, Business Strategy, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Management
Education
Pomona College 1983 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Deutsche Bank September 2014 - Present
BNP Paribas August 2011 - August 2014
Morgan Stanley April 1996 - May 2011
Skills
Emerging Markets, Capital Markets, Alternative Investments, Asset Management, Business Strategy, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Management
Education
Pomona College 1983 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Sean (Xueyang) Li Sean (Xueyang) Li's Morgan Stanley Experience June 2011 - July 2013
Job MOO at CaterCow
Industry Internet
Experience
CaterCow August 2013 - Present
Morgan Stanley June 2011 - July 2013
Education
Princeton University 2007 — 2011
CaterCow August 2013 - Present
Morgan Stanley June 2011 - July 2013
Education
Princeton University 2007 — 2011
Dimas Lizardo's Morgan Stanley Experience 1996 - 1997
Job Managing Member at Panther Property Managment LLC
Industry Financial Services
Experience
Financial Engines September 2013 - Present
Panther Property Managment LLC January 2013 - Present
LI-BRA Realty Group Inc. August 2006 - Present
Merrill Lynch July 2011 - September 2013
Brookstone Securities, Inc. December 2010 - July 2011
Florio Perrucci Steinhardt & Fader, LLC 2010 - 2011
Manhattan Apartments 2006 - 2011
Houlihan Parnes Realtors, LLC 2003 - 2005
Morgan Stanley 1996 - 1997
Skills
Series 7, Finance, Mergers & Acquisitions, Financial Services, Series 63, Financial Advisory, Risk Management, Uniform Combined State..., Marketing, Sales, Commercial Real Estate, Leases, Investments, Commercial Litigation, Property, Microsoft Excel, Brokerage, Mergers, Customer Service, Real Estate Economics, Asset Management, Due Diligence, Selling, Securities, Negotiation, Mortgage Lending, Strategic Planning, Real Estate, Investment Properties
Education
Phoenix College 2010 — 2015
Associate, Business Administration
Financial Engines September 2013 - Present
Panther Property Managment LLC January 2013 - Present
LI-BRA Realty Group Inc. August 2006 - Present
Merrill Lynch July 2011 - September 2013
Brookstone Securities, Inc. December 2010 - July 2011
Florio Perrucci Steinhardt & Fader, LLC 2010 - 2011
Manhattan Apartments 2006 - 2011
Houlihan Parnes Realtors, LLC 2003 - 2005
Morgan Stanley 1996 - 1997
Skills
Series 7, Finance, Mergers & Acquisitions, Financial Services, Series 63, Financial Advisory, Risk Management, Uniform Combined State..., Marketing, Sales, Commercial Real Estate, Leases, Investments, Commercial Litigation, Property, Microsoft Excel, Brokerage, Mergers, Customer Service, Real Estate Economics, Asset Management, Due Diligence, Selling, Securities, Negotiation, Mortgage Lending, Strategic Planning, Real Estate, Investment Properties
Education
Phoenix College 2010 — 2015
Associate, Business Administration
Jeremy Neas, M.B.A. Jeremy Neas, M.B.A.'s Morgan Stanley Experience September 2005 - May 2007
Job Senior Pricing Analyst at Booz Allen Hamilton
Industry Accounting
Experience
Booz Allen Hamilton March 2015 - Present
Vectrus March 2013 - Present
University of Colorado at Colorado Springs May 2012 - Present
Booz Allen Hamilton March 2008 - March 2013
Clayton Fixed Income Services June 2007 - March 2008
Morgan Stanley September 2005 - May 2007
United States Air Force September 1993 - March 2001
Skills
Pricing, Pricing Strategy, Cost Accounting, Financial Analysis, Corporate Finance, Excel
Education
University of Colorado at Colorado Springs 2007 — 2011
MBA, Management
University of Denver - Daniels College of Business 2007 — 2008
MS, Finance
University of Colorado Colorado Springs 2004 — 2006
BS, Finance Accounting
Pikes Peak Community College 2001 — 2004
AA, Business
Booz Allen Hamilton March 2015 - Present
Vectrus March 2013 - Present
University of Colorado at Colorado Springs May 2012 - Present
Booz Allen Hamilton March 2008 - March 2013
Clayton Fixed Income Services June 2007 - March 2008
Morgan Stanley September 2005 - May 2007
United States Air Force September 1993 - March 2001
Skills
Pricing, Pricing Strategy, Cost Accounting, Financial Analysis, Corporate Finance, Excel
Education
University of Colorado at Colorado Springs 2007 — 2011
MBA, Management
University of Denver - Daniels College of Business 2007 — 2008
MS, Finance
University of Colorado Colorado Springs 2004 — 2006
BS, Finance Accounting
Pikes Peak Community College 2001 — 2004
AA, Business
Isabelle Nguyen Isabelle Nguyen's Morgan Stanley Experience April 2006 - March 2009
Job Principal Owner at Casadelun, LLC
Industry Food Production
Experience
Casadelun, LLC August 2014 - Present
Regele Builders Inc March 2014 - Present
King Rose April 2010 - August 2013
Cooking With Casa January 2008 - December 2011
Morgan Stanley April 2006 - March 2009
Morgan Stanley September 2005 - April 2006
TMI Integrated Services January 2002 - 2005
Skills
Project Management, Microsoft Excel, Access
Education
Pratt Institute 2006 — 2012
B.P.S., Construction Management
The University of Texas at Arlington 2003 — 2005
Architecture
Casadelun, LLC August 2014 - Present
Regele Builders Inc March 2014 - Present
King Rose April 2010 - August 2013
Cooking With Casa January 2008 - December 2011
Morgan Stanley April 2006 - March 2009
Morgan Stanley September 2005 - April 2006
TMI Integrated Services January 2002 - 2005
Skills
Project Management, Microsoft Excel, Access
Education
Pratt Institute 2006 — 2012
B.P.S., Construction Management
The University of Texas at Arlington 2003 — 2005
Architecture
Marianita Cabig Marianita Cabig's Morgan Stanley Experience August 2000 - February 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
TIAA-CREF June 2009 - November 2009
Leviton April 2008 - November 2008
Morgan Stanley August 2000 - February 2008
Software AG November 1999 - March 2000
A-IT Software Services November 1997 - October 1998
Union Bank of the Philippines 1987 - 1994
Skills
Testing, Mainframe, Project Management, Systems Analysis, Business Analysis, DB2, Program Management, Databases
Education
Polytechnic University of the Philippines 1983 — 1987
Computer Data Processing Management
TIAA-CREF June 2009 - November 2009
Leviton April 2008 - November 2008
Morgan Stanley August 2000 - February 2008
Software AG November 1999 - March 2000
A-IT Software Services November 1997 - October 1998
Union Bank of the Philippines 1987 - 1994
Skills
Testing, Mainframe, Project Management, Systems Analysis, Business Analysis, DB2, Program Management, Databases
Education
Polytechnic University of the Philippines 1983 — 1987
Computer Data Processing Management
Yosef Baskin Yosef Baskin's Morgan Stanley Experience June 2011 - July 2011
Job Senior Technical Writer, SEC Regulation SCI Project at DTCC
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
Johnson & Johnson February 2015 - April 2015
BNY Mellon July 2013 - December 2013
Citi September 2011 - February 2013
Morgan Stanley June 2011 - July 2011
The Depository Trust & Clearing Corporation August 2010 - September 2010
Deutsche Bank December 2009 - January 2010
Kaizen Technologies July 2009 - December 2009
Citi February 2007 - July 2007
Credit Suisse April 2005 - January 2006
Skills
Software Documentation, Technical Writing, Technical Documentation, Project Management, Editing, Content Management, Training, Manuals, Visio, Microsoft Office, Document Management, SharePoint, Management, Leadership, Writing, SnagIt, Microsoft Word, Technical Drawing, Blogging, Quality Assurance
Education
New York University - Leonard N. Stern School of Business 1988 — 1995
MBA, Information Systems
Pratt Institute
School of EngineeringBS, Mathematics
Yeshiva University High School
Academic, High School/Secondary Diplomas and Certificates
The Depository Trust & Clearing Corporation April 2015 - Present
Johnson & Johnson February 2015 - April 2015
BNY Mellon July 2013 - December 2013
Citi September 2011 - February 2013
Morgan Stanley June 2011 - July 2011
The Depository Trust & Clearing Corporation August 2010 - September 2010
Deutsche Bank December 2009 - January 2010
Kaizen Technologies July 2009 - December 2009
Citi February 2007 - July 2007
Credit Suisse April 2005 - January 2006
Skills
Software Documentation, Technical Writing, Technical Documentation, Project Management, Editing, Content Management, Training, Manuals, Visio, Microsoft Office, Document Management, SharePoint, Management, Leadership, Writing, SnagIt, Microsoft Word, Technical Drawing, Blogging, Quality Assurance
Education
New York University - Leonard N. Stern School of Business 1988 — 1995
MBA, Information Systems
Pratt Institute
School of EngineeringBS, Mathematics
Yeshiva University High School
Academic, High School/Secondary Diplomas and Certificates
Alex Jeffers Alex Jeffers's Morgan Stanley Experience June 2006 - November 2007
Job Investment Banking
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc 2008 - Present
Morgan Stanley June 2006 - November 2007
Banc of America Securities July 2005 - May 2006
Vigilance 2000 - 2002
PwC Consulting July 1998 - January 2000
Skills
Valuation, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Corporate Finance, Mergers, Equities, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Equity Research, Hedge Funds, Corporate Development, LBO
Education
University of California, Berkeley 2004 — 2005
MBA, Business
UC Berkeley Haas
MBA
Pomona College 1994 — 1998
BA, Physics
Menlo School
Macquarie Capital (USA) Inc 2008 - Present
Morgan Stanley June 2006 - November 2007
Banc of America Securities July 2005 - May 2006
Vigilance 2000 - 2002
PwC Consulting July 1998 - January 2000
Skills
Valuation, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Corporate Finance, Mergers, Equities, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Equity Research, Hedge Funds, Corporate Development, LBO
Education
University of California, Berkeley 2004 — 2005
MBA, Business
UC Berkeley Haas
MBA
Pomona College 1994 — 1998
BA, Physics
Menlo School
teneka christian's Morgan Stanley Experience January 1999 - August 2003
Job Sr. Detail Assistant (ico/mco)
Industry Logistics and Supply Chain
Experience
Jc penney logistics September 2015 - Present
Genesis atc August 2015 - Present
JC PENNEY Logistics August 2013 - September 2015
Amazon January 2015 - April 2015
United Postal Service May 2014 - December 2014
Jc Penney Logistics May 2008 - August 2013
Jc Penney Logistics September 2005 - May 2008
Jc penney logistics August 2003 - September 2005
Morgan Stanley January 1999 - August 2003
Thousand Trails, LP August 1997 - January 1999
Skills
Customer Service, Inventory Control, Microsoft Office, Retail, Microsoft Word, Merchandising, Microsoft Excel, Leadership, Team Leadership, Logistics, Visual Merchandising
Education
Prairie View A&M University 1994 — 1996
Criminal Justice/Law Enforcement Administration
James Madison high school 1990 — 1994
Diploma
Jc penney logistics September 2015 - Present
Genesis atc August 2015 - Present
JC PENNEY Logistics August 2013 - September 2015
Amazon January 2015 - April 2015
United Postal Service May 2014 - December 2014
Jc Penney Logistics May 2008 - August 2013
Jc Penney Logistics September 2005 - May 2008
Jc penney logistics August 2003 - September 2005
Morgan Stanley January 1999 - August 2003
Thousand Trails, LP August 1997 - January 1999
Skills
Customer Service, Inventory Control, Microsoft Office, Retail, Microsoft Word, Merchandising, Microsoft Excel, Leadership, Team Leadership, Logistics, Visual Merchandising
Education
Prairie View A&M University 1994 — 1996
Criminal Justice/Law Enforcement Administration
James Madison high school 1990 — 1994
Diploma
Catherine Threlkeld Catherine Threlkeld's Morgan Stanley Experience August 2011 - May 2013
Job Account Manager, Commercial Sales
Industry Computer Software
Experience
DocuSign August 2014 - Present
DocuSign November 2013 - August 2014
Morgan Stanley August 2011 - May 2013
Vida Estudiantil September 2009 - November 2010
Skills
Salesforce.com, SaaS, CRM, Investments, Cloud Computing, Analytics, Portfolio Management, Relationship Management, Project Management, Spanish, Microsoft Dynamics, NetSuite, SharePoint, Sales, Business Development
Education
Vanderbilt University 2005 — 2009
B.A., Spanish
Pontificia Universidad Católica de Chile 2008 — 2008
Literature and Psychology
Darien High School 2001 — 2005
DocuSign August 2014 - Present
DocuSign November 2013 - August 2014
Morgan Stanley August 2011 - May 2013
Vida Estudiantil September 2009 - November 2010
Skills
Salesforce.com, SaaS, CRM, Investments, Cloud Computing, Analytics, Portfolio Management, Relationship Management, Project Management, Spanish, Microsoft Dynamics, NetSuite, SharePoint, Sales, Business Development
Education
Vanderbilt University 2005 — 2009
B.A., Spanish
Pontificia Universidad Católica de Chile 2008 — 2008
Literature and Psychology
Darien High School 2001 — 2005
Ryan Daniel Fretz Ryan Daniel Fretz's Morgan Stanley Experience 2008 - 2009
Job Student at Portland State University
Industry Financial Services
Experience
Umpqua Investments, Inc. (Member: FINRA/SIPC) July 2009 - December 2014
Morgan Stanley 2008 - 2009
Skills
Series 7, Wealth Management, Series 63, Retirement Planning
Education
Portland State University 2012 — 2019
Mathmatics
University of Utah - David Eccles School of Business 2001 — 2013
BS Finance, Finance, Real-Estate, General Life Skills
Umpqua Investments, Inc. (Member: FINRA/SIPC) July 2009 - December 2014
Morgan Stanley 2008 - 2009
Skills
Series 7, Wealth Management, Series 63, Retirement Planning
Education
Portland State University 2012 — 2019
Mathmatics
University of Utah - David Eccles School of Business 2001 — 2013
BS Finance, Finance, Real-Estate, General Life Skills
Polina Reznikov Polina Reznikov's Morgan Stanley Experience June 2003 - May 2005
Job Training Technology Project / Program Manager at J.P. Morgan
Industry Information Technology and Services
Experience
Independent Consultant April 2012 - May 2014
FISA (Financial Information Services Agency) City of NY October 2011 - April 2012
January 2008 - October 2011
Borderfree April 2010 - November 2010
Deutsche Bank November 2005 - December 2007
FISA (Financial Information Services Agency) City of NY June 2005 - October 2005
Morgan Stanley June 2003 - May 2005
Goldman Sachs June 2003 - December 2003
Prolifics April 1999 - January 2003
Sanwa Bank Ltd. November 1998 - February 1999
Skills
E-learning, Change Management, Requirements Analysis, Content Management, Analysis, Compliance, Technical Writing, SQL, Instructional Design, CSS, E-commerce, Project Planning, JavaScript, Captivate, Web Design, Process Improvement, Technical Documentation, Dreamweaver
Education
Pratt Institute 1985 — 1986
Liberal Arts
Independent Consultant April 2012 - May 2014
FISA (Financial Information Services Agency) City of NY October 2011 - April 2012
Borderfree April 2010 - November 2010
Deutsche Bank November 2005 - December 2007
FISA (Financial Information Services Agency) City of NY June 2005 - October 2005
Morgan Stanley June 2003 - May 2005
Goldman Sachs June 2003 - December 2003
Prolifics April 1999 - January 2003
Sanwa Bank Ltd. November 1998 - February 1999
Skills
E-learning, Change Management, Requirements Analysis, Content Management, Analysis, Compliance, Technical Writing, SQL, Instructional Design, CSS, E-commerce, Project Planning, JavaScript, Captivate, Web Design, Process Improvement, Technical Documentation, Dreamweaver
Education
Pratt Institute 1985 — 1986
Liberal Arts
Stephan Kim's Morgan Stanley Experience May 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Pomona College January 2015 - Present
Pomona College January 2013 - Present
American Legion Nevada Boys State June 2011 - Present
Morgan Stanley May 2015 - August 2015
Centers for Disease Control and Prevention May 2014 - August 2014
Education
Pomona College 2012 — 2016
Bachelor of Arts (BA), Economics and Mathematics
Pomona College January 2015 - Present
Pomona College January 2013 - Present
American Legion Nevada Boys State June 2011 - Present
Morgan Stanley May 2015 - August 2015
Centers for Disease Control and Prevention May 2014 - August 2014
Education
Pomona College 2012 — 2016
Bachelor of Arts (BA), Economics and Mathematics
John Theis's Morgan Stanley Experience 2000 - 2003
Job Owner/Broker ~ HomeLife Ambassador Realty
Industry Real Estate
Experience
HomeLife Ambassador Realty April 2013 - Present
Above & Beyond Realty July 2008 - April 2013
Above & Beyond Realty July 2008 - April 2013
Keller Williams Realty October 2003 - July 2008
Morgan Stanley 2000 - 2003
ICI 1991 - 2000
Skills
Buyer Representation, Seller Representation, Broker Opinion of Value, REO, New Home Sales, Short Sales, Contract Negotiation, Organizational..., Mentoring, Business Coaching, Training, Team Leadership, Selling, Single Family Homes, Real Property, Vacation Homes, Listings, Buyers, Relocation, Sellers, Investors, First Time Home Buyers, Foreclosures, Condos, SFR, Referrals, Real Estate Transactions, Resellers, HUD, Luxury, New Homes, Move Up Buyers, Income Properties, 1031 Exchanges, Relocation Buyers, Residential Homes, ABR, Townhomes, Sales
Education
Phoenix College 1988 — 1990
General Business, Business & Psychology
Cactus HS 1983 — 1987
HomeLife Ambassador Realty April 2013 - Present
Above & Beyond Realty July 2008 - April 2013
Above & Beyond Realty July 2008 - April 2013
Keller Williams Realty October 2003 - July 2008
Morgan Stanley 2000 - 2003
ICI 1991 - 2000
Skills
Buyer Representation, Seller Representation, Broker Opinion of Value, REO, New Home Sales, Short Sales, Contract Negotiation, Organizational..., Mentoring, Business Coaching, Training, Team Leadership, Selling, Single Family Homes, Real Property, Vacation Homes, Listings, Buyers, Relocation, Sellers, Investors, First Time Home Buyers, Foreclosures, Condos, SFR, Referrals, Real Estate Transactions, Resellers, HUD, Luxury, New Homes, Move Up Buyers, Income Properties, 1031 Exchanges, Relocation Buyers, Residential Homes, ABR, Townhomes, Sales
Education
Phoenix College 1988 — 1990
General Business, Business & Psychology
Cactus HS 1983 — 1987
Emily Edson Emily Edson's Morgan Stanley Experience October 2013 - August 2015
Job Interior Design Student
Industry Design
Experience
Morgan Stanley October 2013 - August 2015
lululemon athletica August 2013 - October 2013
Peter Mayer January 2012 - July 2013
Peter Mayer June 2011 - August 2011
Robin Hood Camp June 2006 - August 2009
Skills
Social Media, Marketing Communications, Advertising, Social Media Marketing, Event Planning, Social Networking, Integrated Marketing, Editing, Facebook, Public Relations, Digital Marketing
Education
Pratt Institute 2015 — 2018
Master’s Degree, Interior Design, Graduate
Sewickely Academy
University of Pittsburgh
Bachelor of Arts (B.A.), Communication, General
University of Vermont
Morgan Stanley October 2013 - August 2015
lululemon athletica August 2013 - October 2013
Peter Mayer January 2012 - July 2013
Peter Mayer June 2011 - August 2011
Robin Hood Camp June 2006 - August 2009
Skills
Social Media, Marketing Communications, Advertising, Social Media Marketing, Event Planning, Social Networking, Integrated Marketing, Editing, Facebook, Public Relations, Digital Marketing
Education
Pratt Institute 2015 — 2018
Master’s Degree, Interior Design, Graduate
Sewickely Academy
University of Pittsburgh
Bachelor of Arts (B.A.), Communication, General
University of Vermont
Jessica Cui Jessica Cui's Morgan Stanley Experience 2005 - 2007
Job Business Development Lead Games at Amazon
Industry Consumer Services
Experience
Amazon.com May 2014 - Present
Amazon.com November 2012 - May 2014
Xbox, Microsoft June 2010 - November 2012
Xbox, Microsoft September 2009 - June 2010
Microsoft August 2007 - September 2009
Morgan Stanley 2005 - 2007
Skills
Mobile Devices, Video Games, Business Strategy, Product Management, Business Development, Strategic Partnerships, Management, Mergers & Acquisitions, Corporate Development, P&L Management, Entertainment, Product Marketing, Competitive Analysis, Mobile Applications, Digital Media, Analytics, E-commerce, Digital Marketing, Partner Management
Education
Princeton University
B.S.E., Operations Research and Financial Engineering
Amazon.com May 2014 - Present
Amazon.com November 2012 - May 2014
Xbox, Microsoft June 2010 - November 2012
Xbox, Microsoft September 2009 - June 2010
Microsoft August 2007 - September 2009
Morgan Stanley 2005 - 2007
Skills
Mobile Devices, Video Games, Business Strategy, Product Management, Business Development, Strategic Partnerships, Management, Mergers & Acquisitions, Corporate Development, P&L Management, Entertainment, Product Marketing, Competitive Analysis, Mobile Applications, Digital Media, Analytics, E-commerce, Digital Marketing, Partner Management
Education
Princeton University
B.S.E., Operations Research and Financial Engineering
Manchali Narayan Manchali Narayan's Morgan Stanley Experience April 2004 - May 2010
Job Human Resources Business Partner at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Morgan Stanley April 2004 - May 2010
Mahindra & Mahindra Financial Services Ltd. January 2001 - March 2004
Skills
Human Resources, Employee Relations, Employee Learning &..., Performance Management, Compensation & Benefits, Investment Banking, Fixed Income, Capital Markets, Change Management, Relationship Management, Financial Modeling, Financial Risk, Vendor Management, Risk Management, Business Analysis, Financial Analysis, Banking, Portfolio Management, Equities, Credit, Leadership, Mergers & Acquisitions, Financial Services, Personnel Management, Finance, Derivatives, Employee Engagement, Management
Education
Portland State University
Human Resources Management, Human Resources Management/Personnel Administration, General
SHRM
SPHR, HR
University of Mumbai 1998 — 2000
Masters in Business Adminstration, Human Resources
University of Mumbai
Bachelor of Science (BSc), Botany/Plant Biology
Bank of America June 2010 - Present
Morgan Stanley April 2004 - May 2010
Mahindra & Mahindra Financial Services Ltd. January 2001 - March 2004
Skills
Human Resources, Employee Relations, Employee Learning &..., Performance Management, Compensation & Benefits, Investment Banking, Fixed Income, Capital Markets, Change Management, Relationship Management, Financial Modeling, Financial Risk, Vendor Management, Risk Management, Business Analysis, Financial Analysis, Banking, Portfolio Management, Equities, Credit, Leadership, Mergers & Acquisitions, Financial Services, Personnel Management, Finance, Derivatives, Employee Engagement, Management
Education
Portland State University
Human Resources Management, Human Resources Management/Personnel Administration, General
SHRM
SPHR, HR
University of Mumbai 1998 — 2000
Masters in Business Adminstration, Human Resources
University of Mumbai
Bachelor of Science (BSc), Botany/Plant Biology
Amal Naik's Morgan Stanley Experience October 1997 - April 2002
Job Treasury Controls Analyst Nike
Industry Financial Services
Experience
Nike April 2015 - August 2015
Xerox October 2014 - January 2015
Amal Naik June 2009 - October 2014
Kalakendra February 2003 - May 2011
CTC Consulting March 2007 - September 2008
Oak Hill Mortgage February 2006 - September 2006
West Coast Bank June 2002 - February 2006
Morgan Stanley October 1997 - April 2002
Skills
Investments, Budgets, Portfolio Management, Financial Modeling, Financial Analysis, Equities
Education
Portland State University 1992 — 1999
Bachelor of Science (B.S.)
Portland State University
BS
Nike April 2015 - August 2015
Xerox October 2014 - January 2015
Amal Naik June 2009 - October 2014
Kalakendra February 2003 - May 2011
CTC Consulting March 2007 - September 2008
Oak Hill Mortgage February 2006 - September 2006
West Coast Bank June 2002 - February 2006
Morgan Stanley October 1997 - April 2002
Skills
Investments, Budgets, Portfolio Management, Financial Modeling, Financial Analysis, Equities
Education
Portland State University 1992 — 1999
Bachelor of Science (B.S.)
Portland State University
BS
Lola Abdul-Jabbar's Morgan Stanley Experience September 2014 - April 2015
Job Analyst | Mentor | Optimizer
Industry Logistics and Supply Chain
Experience
Intel Corporation June 2015 - September 2015
Morgan Stanley September 2014 - April 2015
TenBridge Partners, LLC June 2014 - August 2014
UPS May 2010 - July 2014
Gap Inc./Old Navy October 2007 - September 2011
Nike September 2008 - February 2009
Pacific Sunwear September 2007 - May 2008
Skills
Microsoft Excel, Logistics, Microsoft Word, Customer Service, Sales, Training, Access, Marketing, Leadership, Accounting, Fashion, Teamwork, Pricing, Time Management, Mentoring, Analysis, Finance, Customer Satisfaction, Project Management, Relationship Building
Education
Portland State University - School of Business 2012 — 2015
Bachelor of Science (B.S.), Supply & Logistics Management, Senior
Portland Community College 2007 — 2012
Associate's Degree, Business Administration and Management, General
Intel Corporation June 2015 - September 2015
Morgan Stanley September 2014 - April 2015
TenBridge Partners, LLC June 2014 - August 2014
UPS May 2010 - July 2014
Gap Inc./Old Navy October 2007 - September 2011
Nike September 2008 - February 2009
Pacific Sunwear September 2007 - May 2008
Skills
Microsoft Excel, Logistics, Microsoft Word, Customer Service, Sales, Training, Access, Marketing, Leadership, Accounting, Fashion, Teamwork, Pricing, Time Management, Mentoring, Analysis, Finance, Customer Satisfaction, Project Management, Relationship Building
Education
Portland State University - School of Business 2012 — 2015
Bachelor of Science (B.S.), Supply & Logistics Management, Senior
Portland Community College 2007 — 2012
Associate's Degree, Business Administration and Management, General
Chenyu Zheng's Morgan Stanley Experience June 2011 - August 2011
Job
Industry Internet
Experience
Whisper App December 2013 - Present
JUCCCE (Joint US China Collaboration on Clean Energy) May 2010 - March 2014
Morgan Stanley Investment Management June 2012 - December 2013
Morgan Stanley June 2011 - August 2011
Business Today September 2009 - December 2010
Greening Princeton September 2008 - November 2010
NBC Universal July 2010 - August 2010
Wunderman January 2010 - January 2010
Sustainable Chinese Enterprise July 2009 - September 2009
China Daily - 21st Century September 2005 - September 2009
Skills
Chinese, Product Management, Renewable Energy, Investment Strategies, User Experience, Sales Operations, Connecting the Dots, Digital Journalism, Volunteer Recruiting, Pinterest, Social Media, Acrylic Painting, Project Management, Sustainability, Volunteer Management, Entrepreneurship, Market Research, Financial Modeling, Leadership, Digital Marketing, Business Development, Facebook, Research, Digital Media, Management, Strategy
Education
Princeton University 2008 — 2012
B.A.
University of Oxford 2011 — 2011
Visiting Student at Worcester College
Hotchkiss School 2006 — 2008
High School
Whisper App December 2013 - Present
JUCCCE (Joint US China Collaboration on Clean Energy) May 2010 - March 2014
Morgan Stanley Investment Management June 2012 - December 2013
Morgan Stanley June 2011 - August 2011
Business Today September 2009 - December 2010
Greening Princeton September 2008 - November 2010
NBC Universal July 2010 - August 2010
Wunderman January 2010 - January 2010
Sustainable Chinese Enterprise July 2009 - September 2009
China Daily - 21st Century September 2005 - September 2009
Skills
Chinese, Product Management, Renewable Energy, Investment Strategies, User Experience, Sales Operations, Connecting the Dots, Digital Journalism, Volunteer Recruiting, Pinterest, Social Media, Acrylic Painting, Project Management, Sustainability, Volunteer Management, Entrepreneurship, Market Research, Financial Modeling, Leadership, Digital Marketing, Business Development, Facebook, Research, Digital Media, Management, Strategy
Education
Princeton University 2008 — 2012
B.A.
University of Oxford 2011 — 2011
Visiting Student at Worcester College
Hotchkiss School 2006 — 2008
High School
Hodi Poorsoltan Hodi Poorsoltan's Morgan Stanley Experience April 1991 - May 1995
Job Independent Information Services Professional
Industry Research
Experience
MHI (Michael Hooker International) December 2005 - Present
Hyland House February 2002 - January 2005
General Motors Asset Management September 1995 - January 2002
Morgan Stanley April 1991 - May 1995
Morgan Stanley 1986 - 1991
Skills
Research, Information Retrieval, Strategy, Project Management, Social Media, Strategic Planning, Competitive Intelligence, Social Media Marketing, Metadata, Market Research, Content Management, Marketing, Knowledge Management, Management
Education
Pratt Institute
Master of Science (MS), Library and Information Science
The University of Georgia
Bachelor of Arts (B.A.), European History
MHI (Michael Hooker International) December 2005 - Present
Hyland House February 2002 - January 2005
General Motors Asset Management September 1995 - January 2002
Morgan Stanley April 1991 - May 1995
Morgan Stanley 1986 - 1991
Skills
Research, Information Retrieval, Strategy, Project Management, Social Media, Strategic Planning, Competitive Intelligence, Social Media Marketing, Metadata, Market Research, Content Management, Marketing, Knowledge Management, Management
Education
Pratt Institute
Master of Science (MS), Library and Information Science
The University of Georgia
Bachelor of Arts (B.A.), European History
Brandon S. Alfred Brandon S. Alfred's Morgan Stanley Experience June 2011 - August 2011
Job U.S. History Teacher at Miami Central SHS
Industry Primary/Secondary Education
Experience
Miami Central Senior High School August 2013 - Present
Miami Central Senior High School October 2013 - October 2014
Miami Central Senior High School August 2013 - June 2014
Pleitez for LA Mayor 2013 June 2012 - January 2013
Morgan Stanley June 2011 - August 2011
Skills
Research, Microsoft Office, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Social Media, Financial Modeling, Nonprofits, Management, Fundraising, Event Planning
Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pontifícia Universidade Católica do Rio de Janeiro 2010 — 2010
Study Abroad, Portuguese
Christ the King Regional High School 2004 — 2008
Regents Diploma
Miami Central Senior High School August 2013 - Present
Miami Central Senior High School October 2013 - October 2014
Miami Central Senior High School August 2013 - June 2014
Pleitez for LA Mayor 2013 June 2012 - January 2013
Morgan Stanley June 2011 - August 2011
Skills
Research, Microsoft Office, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Social Media, Financial Modeling, Nonprofits, Management, Fundraising, Event Planning
Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pontifícia Universidade Católica do Rio de Janeiro 2010 — 2010
Study Abroad, Portuguese
Christ the King Regional High School 2004 — 2008
Regents Diploma
Patrick Gant Patrick Gant's Morgan Stanley Experience April 2012 - April 2012
Job Student Athlete at Prairie View A&M University
Industry Sports
Experience
Nike May 2015 - Present
Prairie View A&M University August 2011 - Present
U.S. Securities and Exchange Commission June 2014 - August 2014
Florida State Law School Summer for Undergraduates Program May 2014 - June 2014
Xian International Studies University May 2012 - July 2012
Morgan Stanley April 2012 - April 2012
Skills
Sports, Time Management, Athletics, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Social Networking, Leadership, Research, Teamwork
Education
Prairie View A&M University 2011 — 2015
Bachelor of Arts (BA), Political Science, 3.72
Nike May 2015 - Present
Prairie View A&M University August 2011 - Present
U.S. Securities and Exchange Commission June 2014 - August 2014
Florida State Law School Summer for Undergraduates Program May 2014 - June 2014
Xian International Studies University May 2012 - July 2012
Morgan Stanley April 2012 - April 2012
Skills
Sports, Time Management, Athletics, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Social Networking, Leadership, Research, Teamwork
Education
Prairie View A&M University 2011 — 2015
Bachelor of Arts (BA), Political Science, 3.72
Edward Chang Edward Chang's Morgan Stanley Experience 2001 - 2002
Job Technology Executive and Strategic Advisor
Industry Computer Software
Experience
Freedom Financial Network 2015 - Present
Strands 2009 - 2014
Citigroup Global Markets 2004 - 2009
eBay Inc. 2003 - 2004
Morgan Stanley 2001 - 2002
NetConversions 1999 - 2000
Salomon Brothers / Salomon Smith Barney 1997 - 1999
Skills
Mergers & Acquisitions, Strategy, Private Equity, Business Development, Corporate Development, E-commerce, Finance, Investment Banking, IPO, Online Marketing, Analysis, Digital Media, Start-ups, Strategic Partnerships, Product Management, Entrepreneurship, Business Strategy, Mergers, Social Media, Market Entry, Treasury Management, Investments, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Pomona College 1991 — 1995
BA
Freedom Financial Network 2015 - Present
Strands 2009 - 2014
Citigroup Global Markets 2004 - 2009
eBay Inc. 2003 - 2004
Morgan Stanley 2001 - 2002
NetConversions 1999 - 2000
Salomon Brothers / Salomon Smith Barney 1997 - 1999
Skills
Mergers & Acquisitions, Strategy, Private Equity, Business Development, Corporate Development, E-commerce, Finance, Investment Banking, IPO, Online Marketing, Analysis, Digital Media, Start-ups, Strategic Partnerships, Product Management, Entrepreneurship, Business Strategy, Mergers, Social Media, Market Entry, Treasury Management, Investments, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Pomona College 1991 — 1995
BA
Charlene Gonsu Charlene Gonsu's Morgan Stanley Experience March 2015 - Present
Job Derivatives Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
M&T Bank December 2014 - March 2015
M&T Bank August 2012 - December 2014
Skills
Customer Service, Financial Analysis, Banking, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Access, Risk Management, Financial Reporting, Time Management, Financial Modeling, Corporate Finance, Financial Risk, Managerial Finance
Education
University of Baltimore 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance
University of Baltimore 2010 — 2012
Bachelor's degree, Business Administration/Finance
Prince George's Community College 2008 — 2010
Business Administration and Management, General
Morgan Stanley March 2015 - Present
M&T Bank December 2014 - March 2015
M&T Bank August 2012 - December 2014
Skills
Customer Service, Financial Analysis, Banking, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Access, Risk Management, Financial Reporting, Time Management, Financial Modeling, Corporate Finance, Financial Risk, Managerial Finance
Education
University of Baltimore 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance
University of Baltimore 2010 — 2012
Bachelor's degree, Business Administration/Finance
Prince George's Community College 2008 — 2010
Business Administration and Management, General
Chris Bergeron Chris Bergeron's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Fireman's Fund Insurance Company June 2012 - August 2012
Education
Pomona College 2010 — 2014
Bachelor of Arts (BA), Economics
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Fireman's Fund Insurance Company June 2012 - August 2012
Education
Pomona College 2010 — 2014
Bachelor of Arts (BA), Economics
Jeff Penney Jeff Penney's Morgan Stanley Experience 1995 - 2005
Job Senior Advisor at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company May 2015 - Present
High Line Advisors LLC 2009 - Present
Sons of Sound 1997 - Present
J.P. Morgan June 2013 - May 2015
BEN Markets, Inc. 2011 - July 2013
Turiya Advisors Asia 2010 - June 2013
McKinsey & Company August 2009 - June 2013
Merrill Lynch June 2005 - February 2009
Morgan Stanley 1995 - 2005
Credit Suisse 1986 - 1995
Skills
Financial Risk, Equities, Strategy, Management Consulting, Derivatives, Financial Services, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Management, Trading, Investment Banking, Capital Markets, Business Strategy, Project Management, Structured Products, Prime Brokerage, Financial Modeling, Marketing, Investments, Asset Management, Bonds, Financial Markets, Venture Capital, Change Management, Private Equity, Finance, Wealth Management
Education
Princeton University 1979 — 1983
BSE, Electrical Engineering & Computer Science
The Harley School 1975 — 1979
McKinsey & Company May 2015 - Present
High Line Advisors LLC 2009 - Present
Sons of Sound 1997 - Present
J.P. Morgan June 2013 - May 2015
BEN Markets, Inc. 2011 - July 2013
Turiya Advisors Asia 2010 - June 2013
McKinsey & Company August 2009 - June 2013
Merrill Lynch June 2005 - February 2009
Morgan Stanley 1995 - 2005
Credit Suisse 1986 - 1995
Skills
Financial Risk, Equities, Strategy, Management Consulting, Derivatives, Financial Services, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Management, Trading, Investment Banking, Capital Markets, Business Strategy, Project Management, Structured Products, Prime Brokerage, Financial Modeling, Marketing, Investments, Asset Management, Bonds, Financial Markets, Venture Capital, Change Management, Private Equity, Finance, Wealth Management
Education
Princeton University 1979 — 1983
BSE, Electrical Engineering & Computer Science
The Harley School 1975 — 1979
Wesley Powell's Morgan Stanley Experience November 2008 - February 2009
Job IAM, Compliance and IT Security Expert
Industry Information Technology and Services
Experience
Deutsche Bank May 2015 - Present
Verizon Wireless January 2014 - December 2014
Encryptoknight April 2012 - December 2013
Mycroft Inc. April 2010 - March 2012
The World Bank May 2009 - June 2010
Morgan Stanley November 2008 - February 2009
Sena Systems, Inc April 2004 - August 2008
NET2S, Inc. September 2002 - April 2004
BMW North America May 2001 - April 2002
Deloitte and Touche LLP June 2000 - May 2001
Skills
Identity Management, Application Security, Access Management, SOX, Key Management, Organic Business Growth, Sales Training, Practice Management, Design Methodology, Partner Management, Vendor Management, Business Case..., Siteminder, iOS development, Cryptography, Public Key Cryptography, RSA Security, RSA Tokens, AES, iOS, Mobile Security, Cloud Security, SaaS, Corporate Identity, Identity, Identity Federation, Federation, SAML, TAM, Tivoli Access Manager, Tivoli Identity Manager, Tivoli Directory Server, Sun Directory Server, LDAP, HIPAA, GLBA, PCI DSS, Network Security, Network Administration, Firewalls, Cisco IOS, Objective-C, JAAS, JCE, JCA, PKCS#11, Java Security, Multi-factor..., Authorization, Entitlements
Education
Pittsburg State University 1993 — 1998
BS, Chemistry
Deutsche Bank May 2015 - Present
Verizon Wireless January 2014 - December 2014
Encryptoknight April 2012 - December 2013
Mycroft Inc. April 2010 - March 2012
The World Bank May 2009 - June 2010
Morgan Stanley November 2008 - February 2009
Sena Systems, Inc April 2004 - August 2008
NET2S, Inc. September 2002 - April 2004
BMW North America May 2001 - April 2002
Deloitte and Touche LLP June 2000 - May 2001
Skills
Identity Management, Application Security, Access Management, SOX, Key Management, Organic Business Growth, Sales Training, Practice Management, Design Methodology, Partner Management, Vendor Management, Business Case..., Siteminder, iOS development, Cryptography, Public Key Cryptography, RSA Security, RSA Tokens, AES, iOS, Mobile Security, Cloud Security, SaaS, Corporate Identity, Identity, Identity Federation, Federation, SAML, TAM, Tivoli Access Manager, Tivoli Identity Manager, Tivoli Directory Server, Sun Directory Server, LDAP, HIPAA, GLBA, PCI DSS, Network Security, Network Administration, Firewalls, Cisco IOS, Objective-C, JAAS, JCE, JCA, PKCS#11, Java Security, Multi-factor..., Authorization, Entitlements
Education
Pittsburg State University 1993 — 1998
BS, Chemistry
Dennis Harrold Dennis Harrold's Morgan Stanley Experience July 2012 - Present
Job Complex Business Service Manager
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Smith Barney/Morgan Stanley Smith Barney 2011 - 2012
Smith Barney/ Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 1999 - 2010
Salomon Smith Barney 1998 - 1999
Skills
Business Operations &..., Regulatory Compliance, Regulatory Evaluations,..., Investigating/Resolving..., Effectively Manage..., Multiple/Complex..., Financial..., Research and Analysis, Time Management, Sound and Independent..., Relationship..., Client Relations..., Human Resources..., Laws, Regulations, and..., Budget Management and..., Consulting and Advising..., Risk Management and..., Cross-Functional..., Multi-Site Operations, Quality Improvements &..., Change Management and..., Productivity and..., Broker, Dealer, and..., Strategic Planning and...
Education
Portland State University
Bachelor's Degree, Business Administration/Concentration on Financial Law
Morgan Stanley July 2012 - Present
Smith Barney/Morgan Stanley Smith Barney 2011 - 2012
Smith Barney/ Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 1999 - 2010
Salomon Smith Barney 1998 - 1999
Skills
Business Operations &..., Regulatory Compliance, Regulatory Evaluations,..., Investigating/Resolving..., Effectively Manage..., Multiple/Complex..., Financial..., Research and Analysis, Time Management, Sound and Independent..., Relationship..., Client Relations..., Human Resources..., Laws, Regulations, and..., Budget Management and..., Consulting and Advising..., Risk Management and..., Cross-Functional..., Multi-Site Operations, Quality Improvements &..., Change Management and..., Productivity and..., Broker, Dealer, and..., Strategic Planning and...
Education
Portland State University
Bachelor's Degree, Business Administration/Concentration on Financial Law
Nick Brophy Nick Brophy's Morgan Stanley Experience 1994 - 1996
Job Investor
Industry Financial Services
Experience
Self-employed June 2013 - Present
Citi 2009 - 2013
Federal Reserve Bank of New York 2009 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Morgan Stanley 1994 - 1996
Skills
Fixed Income, Derivatives, Portfolio Management, Options, Trading, Hedge Funds, Equities, Capital Markets, Finance, Strategy, Management
Education
Princeton University 1990 — 1994
Bachelor's Degree, Economics
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Self-employed June 2013 - Present
Citi 2009 - 2013
Federal Reserve Bank of New York 2009 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Morgan Stanley 1994 - 1996
Skills
Fixed Income, Derivatives, Portfolio Management, Options, Trading, Hedge Funds, Equities, Capital Markets, Finance, Strategy, Management
Education
Princeton University 1990 — 1994
Bachelor's Degree, Economics
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Dan Condro Dan Condro's Morgan Stanley Experience 2011 - 2011
Job Portfolio Manager & Entrepreneur
Industry Investment Management
Experience
SandPointe, LLC 2014 - Present
Trumaker 2013 - 2014
San Francisco City Impact 2012 - 2014
PubNub 2012 - 2013
Fabrice Grinda 2012 - 2012
Princeton Corporate Finance Club 2011 - 2012
Morgan Stanley 2011 - 2011
Goldman Sachs 2010 - 2010
Hope in a Bottle 2007 - 2007
Skills
Entrepreneurship, Social Entrepreneurship, Financial Modeling, Operations Research, Valuation, Investment Management, Investment Banking, Statistics, R, Matlab, Python, AMPL, Java, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Start-ups, Venture Capital
Education
Princeton University 2008 — 2012
B.S.E., Operations Research and Financial Engineering; Finance; Engineering and Management Systems
National Junior College 2006 — 2007
A-Level
SandPointe, LLC 2014 - Present
Trumaker 2013 - 2014
San Francisco City Impact 2012 - 2014
PubNub 2012 - 2013
Fabrice Grinda 2012 - 2012
Princeton Corporate Finance Club 2011 - 2012
Morgan Stanley 2011 - 2011
Goldman Sachs 2010 - 2010
Hope in a Bottle 2007 - 2007
Skills
Entrepreneurship, Social Entrepreneurship, Financial Modeling, Operations Research, Valuation, Investment Management, Investment Banking, Statistics, R, Matlab, Python, AMPL, Java, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Start-ups, Venture Capital
Education
Princeton University 2008 — 2012
B.S.E., Operations Research and Financial Engineering; Finance; Engineering and Management Systems
National Junior College 2006 — 2007
A-Level
Christopher Huynh's Morgan Stanley Experience March 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Portland State University League of Legends Club May 2015 - Present
Farmers Insurance October 2013 - March 2015
Jupiterloop September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Financial Analysis, Public Speaking, Marketing, Teamwork, Leadership, Google Analytics, Project Management, Social Media, Spanish, Vietnamese, Financial Accounting, Financial Modeling, Investments
Education
Portland State University - School of Business 2013 — 2017
Bachelor of Arts (B.A.) with Honors, Finance, Accounting, 3.92
School of Science and Technology 2009 — 2013
Highschool Diploma
Morgan Stanley March 2015 - Present
Portland State University League of Legends Club May 2015 - Present
Farmers Insurance October 2013 - March 2015
Jupiterloop September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Financial Analysis, Public Speaking, Marketing, Teamwork, Leadership, Google Analytics, Project Management, Social Media, Spanish, Vietnamese, Financial Accounting, Financial Modeling, Investments
Education
Portland State University - School of Business 2013 — 2017
Bachelor of Arts (B.A.) with Honors, Finance, Accounting, 3.92
School of Science and Technology 2009 — 2013
Highschool Diploma
Spencer Johnson's Morgan Stanley Experience 1997 - 2000
Job Regional Manager at Oracle
Industry Computer Software
Experience
Oracle April 2014 - Present
Salesforce.com May 2012 - April 2014
Vindicia October 2009 - April 2012
Red Hat October 2005 - December 2009
Red Hat October 2005 - July 2006
UBS January 2001 - September 2004
Morgan Stanley 1997 - 2000
Skills
Direct Sales, Salesforce.com, Account Management, Cloud Computing, Enterprise Software, Sales Process, Lead Generation, SaaS, Management, Sales, Sales Operations, Solution Selling, Strategic Partnerships, CRM, Start-ups, Channel Partners, Sales Enablement
Education
Portland State University - School of Business
Business Administration and Management, General
University of Pennsylvania - The Wharton School
Sales Professional
Oracle April 2014 - Present
Salesforce.com May 2012 - April 2014
Vindicia October 2009 - April 2012
Red Hat October 2005 - December 2009
Red Hat October 2005 - July 2006
UBS January 2001 - September 2004
Morgan Stanley 1997 - 2000
Skills
Direct Sales, Salesforce.com, Account Management, Cloud Computing, Enterprise Software, Sales Process, Lead Generation, SaaS, Management, Sales, Sales Operations, Solution Selling, Strategic Partnerships, CRM, Start-ups, Channel Partners, Sales Enablement
Education
Portland State University - School of Business
Business Administration and Management, General
University of Pennsylvania - The Wharton School
Sales Professional
Philip Shin's Morgan Stanley Experience June 2012 - July 2013
Job Analytics Manager at Grand Rounds, Inc.
Industry Hospital & Health Care
Experience
Grand Rounds, Inc. June 2015 - Present
The Walt Disney Company August 2013 - June 2015
Morgan Stanley June 2012 - July 2013
Citigroup Inc. June 2011 - August 2011
David Geffen School of Medicine at UCLA June 2009 - August 2010
Skills
Financial Modeling, Economics, Financial Analysis, Valuation, Stata, Investment Banking, Statistics, Data Analysis, Research, DCF, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Econometrics, Business Development, Strategic Planning
Education
Princeton University 2008 — 2012
AB, summa cum laude, Economics
Grand Rounds, Inc. June 2015 - Present
The Walt Disney Company August 2013 - June 2015
Morgan Stanley June 2012 - July 2013
Citigroup Inc. June 2011 - August 2011
David Geffen School of Medicine at UCLA June 2009 - August 2010
Skills
Financial Modeling, Economics, Financial Analysis, Valuation, Stata, Investment Banking, Statistics, Data Analysis, Research, DCF, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Econometrics, Business Development, Strategic Planning
Education
Princeton University 2008 — 2012
AB, summa cum laude, Economics
Frank McKinney Frank McKinney's Morgan Stanley Experience 2002 - 2004
Job Financial Consultant I help people find their path to retirement via planning, investments and their retirement plans.
Industry Financial Services
Experience
McKinney Capital Management March 2006 - Present
TD Ameritrade 2004 - 2006
Morgan Stanley 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Retirement Planning, Retirement, Series 7, Series 66, CFS, Financial Advisory, Strategic Financial..., Finance, Investments, Wealth Management..., 401k, Investment Advisory, FINRA, Asset Management, Asset Allocation, Securities, Retirement Plan..., Portfolio Management, Employee Benefits, IRAs, Investment Strategies, Wealth Management, ETFs, Mutual Funds, Separately Managed..., Asset Managment
Education
Prairie View A&M University 1991 — 1995
B.S., Biology
McKinney Capital Management March 2006 - Present
TD Ameritrade 2004 - 2006
Morgan Stanley 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Retirement Planning, Retirement, Series 7, Series 66, CFS, Financial Advisory, Strategic Financial..., Finance, Investments, Wealth Management..., 401k, Investment Advisory, FINRA, Asset Management, Asset Allocation, Securities, Retirement Plan..., Portfolio Management, Employee Benefits, IRAs, Investment Strategies, Wealth Management, ETFs, Mutual Funds, Separately Managed..., Asset Managment
Education
Prairie View A&M University 1991 — 1995
B.S., Biology
Thomas DeSouza Thomas DeSouza's Morgan Stanley Experience April 2010 - August 2011
Job Managing Director at Allegory Venture Partners
Industry Financial Services
Experience
Allegory Venture Partners November 2013 - Present
SemanticMD, Inc. July 2014 - Present
Willamette View Foundation 2012 - Present
Robert W. Baird & Co. September 2011 - November 2013
Morgan Stanley April 2010 - August 2011
FashionPeddler.com March 2008 - August 2010
Skills
Financial Analysis, Asset Allocation, Business Development, Valuation, Project Management, Retail, Finance, Retirement, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, Strategic Planning, Sales, Private Equity, Venture Capital, Management
Education
Portland State University - School of Business 2000 — 2005
Finance
Allegory Venture Partners November 2013 - Present
SemanticMD, Inc. July 2014 - Present
Willamette View Foundation 2012 - Present
Robert W. Baird & Co. September 2011 - November 2013
Morgan Stanley April 2010 - August 2011
FashionPeddler.com March 2008 - August 2010
Skills
Financial Analysis, Asset Allocation, Business Development, Valuation, Project Management, Retail, Finance, Retirement, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, Strategic Planning, Sales, Private Equity, Venture Capital, Management
Education
Portland State University - School of Business 2000 — 2005
Finance
Valerie Brooks Valerie Brooks's Morgan Stanley Experience September 1994 - April 2004
Job Founder/Owner of Victorious Visions
Industry Financial Services
Experience
Victorious Visions March 2008 - Present
Credit Evolution May 2004 - January 2008
Morgan Stanley September 1994 - April 2004
Skills
Real Estate, Credit, Motivational Speaking, Goal Setting, Lifestyle Coaching
Education
Philadelphia University
University of Phoenix
Victorious Visions March 2008 - Present
Credit Evolution May 2004 - January 2008
Morgan Stanley September 1994 - April 2004
Skills
Real Estate, Credit, Motivational Speaking, Goal Setting, Lifestyle Coaching
Education
Philadelphia University
University of Phoenix
Andrew Pidgeon Andrew Pidgeon's Morgan Stanley Experience 2009 - 2011
Job Founder and Senior Consultant at Angry Cow Marketing, LLC
Industry Marketing and Advertising
Experience
Angry Cow Marketing, LLC January 2014 - Present
Career Resources March 2012 - Present
Morgan Stanley 2009 - 2011
Old Farm Woodworking 2006 - 2009
Argent Software 2005 - 2006
Prophesy Software 2003 - 2005
DMS 2001 - 2003
Vality Technology 2000 - 2001
Geographic Data Technology 1992 - 2000
Skills
New Business Development, Career Counseling, Career Development, Sales, Training, Leadership, Marketing, Management, Cross-functional Team..., Direct Marketing, Advertising, Program Management, Project Management, Integrated Marketing, Marketing Strategy, Online Branding, Customer Service, Public Speaking
Education
Plymouth State University 1998 — 2000
MBA, Business
Plymouth State University 1988 — 1992
Angry Cow Marketing, LLC January 2014 - Present
Career Resources March 2012 - Present
Morgan Stanley 2009 - 2011
Old Farm Woodworking 2006 - 2009
Argent Software 2005 - 2006
Prophesy Software 2003 - 2005
DMS 2001 - 2003
Vality Technology 2000 - 2001
Geographic Data Technology 1992 - 2000
Skills
New Business Development, Career Counseling, Career Development, Sales, Training, Leadership, Marketing, Management, Cross-functional Team..., Direct Marketing, Advertising, Program Management, Project Management, Integrated Marketing, Marketing Strategy, Online Branding, Customer Service, Public Speaking
Education
Plymouth State University 1998 — 2000
MBA, Business
Plymouth State University 1988 — 1992
Fred DeBaets Fred DeBaets's Morgan Stanley Experience March 2008 - May 2009
Job Portfolio Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - October 2013
Morgan Stanley March 2008 - May 2009
Bear Stearns & Co. Inc. 2005 - March 2008
Skills
Fixed Income, Mutual Funds
Education
Plymouth State University 2002 — 2004
2002-2004MBA - Masters in Business Administration
Plymouth State University 1997 — 2001
Double Major - Economics and Finance
Commonwealth Financial Network May 2009 - October 2013
Morgan Stanley March 2008 - May 2009
Bear Stearns & Co. Inc. 2005 - March 2008
Skills
Fixed Income, Mutual Funds
Education
Plymouth State University 2002 — 2004
2002-2004MBA - Masters in Business Administration
Plymouth State University 1997 — 2001
Double Major - Economics and Finance
Kevin Keough Kevin Keough's Morgan Stanley Experience April 2000 - April 2006
Job Regional Vice President at INERTECH SYSTEMS
Industry Semiconductors
Experience
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Neil Zellick, CFP®'s Morgan Stanley Experience May 2003 - June 2004
Job Vice President, Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Columbia State Bank October 2009 - October 2013
Wells Fargo Home Mortgage April 2009 - October 2009
Bank of America Premier Banking July 2005 - February 2009
Banc of America Investments June 2004 - July 2005
Morgan Stanley May 2003 - June 2004
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Portfolio Management, Credit Analysis, Wealth Management, Small Business Lending, Investments, Consumer Lending, Loan Origination, Finance
Education
University of Portland - Pamplin School of Business 2010 — 2011
Executive Certificate, Financial Planning
Portland State University - School of Business 1999 — 2003
Bachelor of Science, Business Management & Marketing
Wells Fargo October 2013 - Present
Columbia State Bank October 2009 - October 2013
Wells Fargo Home Mortgage April 2009 - October 2009
Bank of America Premier Banking July 2005 - February 2009
Banc of America Investments June 2004 - July 2005
Morgan Stanley May 2003 - June 2004
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Portfolio Management, Credit Analysis, Wealth Management, Small Business Lending, Investments, Consumer Lending, Loan Origination, Finance
Education
University of Portland - Pamplin School of Business 2010 — 2011
Executive Certificate, Financial Planning
Portland State University - School of Business 1999 — 2003
Bachelor of Science, Business Management & Marketing
Greg Esposito's Morgan Stanley Experience April 2000 - May 2012
Job Group General Manager at Marra Restaurant Group
Industry Graphic Design
Experience
Marra Restaurant Group May 2012 - Present
Morgan Stanley April 2000 - May 2012
Merrill Lynch August 1993 - January 2000
Merrill Lynch 1993 - 1996
J.J. Applebaums Deli Co. 1988 - 1993
Skills
Sales, Graphics, Adobe Creative Suite, Management, Graphic Design, Publishing, Marketing, Project Management, Creative Direction, Advertising, Marketing Communications, Leadership, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development
Education
Pratt Institute 1997 — 1999
Certificate, Graphic Design
Marra Restaurant Group May 2012 - Present
Morgan Stanley April 2000 - May 2012
Merrill Lynch August 1993 - January 2000
Merrill Lynch 1993 - 1996
J.J. Applebaums Deli Co. 1988 - 1993
Skills
Sales, Graphics, Adobe Creative Suite, Management, Graphic Design, Publishing, Marketing, Project Management, Creative Direction, Advertising, Marketing Communications, Leadership, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development
Education
Pratt Institute 1997 — 1999
Certificate, Graphic Design
Jackie Zider's Morgan Stanley Experience July 2006 - July 2009
Job Vice President at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners August 2014 - Present
The Wharton School August 2012 - May 2014
McKesson June 2013 - August 2013
HarbourVest Partners October 2011 - July 2012
HarbourVest Partners August 2009 - September 2011
Morgan Stanley July 2006 - July 2009
Skills
Private Equity, Venture Capital, Financial Modeling, Valuation, Investments, Corporate Finance, Business Strategy, Mergers & Acquisitions, Investment Banking, Due Diligence, Financial Analysis, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration, Health Care Management
Princeton University 2002 — 2006
Bachelor of Arts, Molecular Biology
St. Paul's School 1998 — 2002
Hamlin School 1989 — 1998
HarbourVest Partners August 2014 - Present
The Wharton School August 2012 - May 2014
McKesson June 2013 - August 2013
HarbourVest Partners October 2011 - July 2012
HarbourVest Partners August 2009 - September 2011
Morgan Stanley July 2006 - July 2009
Skills
Private Equity, Venture Capital, Financial Modeling, Valuation, Investments, Corporate Finance, Business Strategy, Mergers & Acquisitions, Investment Banking, Due Diligence, Financial Analysis, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration, Health Care Management
Princeton University 2002 — 2006
Bachelor of Arts, Molecular Biology
St. Paul's School 1998 — 2002
Hamlin School 1989 — 1998
Susie Brown Susie Brown's Morgan Stanley Experience November 2006 - January 2008
Job Associate Trainer, Bridges For Women Scriptures In Use
Industry Nonprofit Organization Management
Experience
Global CHE Network June 2014 - May 2015
T4 Global, Inc [501(c)3] April 2010 - December 2012
Scriptures In Use 2008 - 2010
Morgan Stanley November 2006 - January 2008
Pantano Christian Church 1996 - 2000
Skills
Administration, Music, Songwriting, Non-profits, Public Speaking, Interactive Storytelling, Leadership Development, Women Leaders, Women's Issues, Computer Proficiency, Volunteer Training, Organization, Drama, Cultural Awareness, Cross-cultural Coaching, Missions, Program Management, Nonprofits, Volunteer Management, Storytelling, Leadership, Preaching, System Administration, Training, Community Outreach, Philanthropy, Non-profit..., Community Development, Program Development, Conflict Resolution, Strategic Planning, Fundraising, Event Planning
Education
Pima Community College 2013 — 2014
Associate's degree, Cultural Anthropology
Benton Central High School 1971 — 1975
Business
Global CHE Network June 2014 - May 2015
T4 Global, Inc [501(c)3] April 2010 - December 2012
Scriptures In Use 2008 - 2010
Morgan Stanley November 2006 - January 2008
Pantano Christian Church 1996 - 2000
Skills
Administration, Music, Songwriting, Non-profits, Public Speaking, Interactive Storytelling, Leadership Development, Women Leaders, Women's Issues, Computer Proficiency, Volunteer Training, Organization, Drama, Cultural Awareness, Cross-cultural Coaching, Missions, Program Management, Nonprofits, Volunteer Management, Storytelling, Leadership, Preaching, System Administration, Training, Community Outreach, Philanthropy, Non-profit..., Community Development, Program Development, Conflict Resolution, Strategic Planning, Fundraising, Event Planning
Education
Pima Community College 2013 — 2014
Associate's degree, Cultural Anthropology
Benton Central High School 1971 — 1975
Business
Marianne Mordhorst Marianne Mordhorst's Morgan Stanley Experience 2001 - 2003
Job MS Interior Design Candidate at PRATT INSTITUTE
Industry Financial Services
Experience
PRATT INSTITUTE September 2014 - Present
Hudson Advisors, LLC October 2011 - September 2014
Affinion Group December 2008 - October 2011
The Winter Group December 2005 - September 2008
Morgan Stanley 2001 - 2003
Skills
Financial Modeling, Valuation, Finance, Loans, Due Diligence, Asset Management, Private Equity, Capital Markets, Fixed Income, Corporate Finance, Hedge Funds, Financial Analysis
Education
Pratt Institute 2014 — 2017
Master's Degree, Interior Design
Providence College 1998 — 2002
BS, Finance
Richmond, The American International University in London 2001 — 2001
PRATT INSTITUTE September 2014 - Present
Hudson Advisors, LLC October 2011 - September 2014
Affinion Group December 2008 - October 2011
The Winter Group December 2005 - September 2008
Morgan Stanley 2001 - 2003
Skills
Financial Modeling, Valuation, Finance, Loans, Due Diligence, Asset Management, Private Equity, Capital Markets, Fixed Income, Corporate Finance, Hedge Funds, Financial Analysis
Education
Pratt Institute 2014 — 2017
Master's Degree, Interior Design
Providence College 1998 — 2002
BS, Finance
Richmond, The American International University in London 2001 — 2001
Joe Noreña Joe Noreña's Morgan Stanley Experience June 2011 - August 2011
Job Teacher's Aide at Moscow Charter School
Industry Writing and Editing
Experience
Moscow Charter School August 2015 - Present
Camp Agawam June 2015 - August 2015
Earthjustice May 2015 - June 2015
Liberty Collegiate Academy August 2014 - February 2015
Camp Agawam June 2014 - August 2014
Jungle Marathon October 2013 - October 2013
Metropolitan Government of Nashville and Davidson County January 2013 - May 2013
Vanderbilt University August 2012 - January 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Management, Public Speaking, Editing, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Research, Community Outreach, Leadership, Social Networking
Education
Vanderbilt University 2011 — 2015
B.A., Political Science; Latin American Studies
Pontifícia Universidade Católica de São Paulo 2013 — 2014
Exchange Student, International Relations and Affairs
St. Paul's School 2007 — 2011
High School
Moscow Charter School August 2015 - Present
Camp Agawam June 2015 - August 2015
Earthjustice May 2015 - June 2015
Liberty Collegiate Academy August 2014 - February 2015
Camp Agawam June 2014 - August 2014
Jungle Marathon October 2013 - October 2013
Metropolitan Government of Nashville and Davidson County January 2013 - May 2013
Vanderbilt University August 2012 - January 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Management, Public Speaking, Editing, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Research, Community Outreach, Leadership, Social Networking
Education
Vanderbilt University 2011 — 2015
B.A., Political Science; Latin American Studies
Pontifícia Universidade Católica de São Paulo 2013 — 2014
Exchange Student, International Relations and Affairs
St. Paul's School 2007 — 2011
High School
Ignacio Fanlo's Morgan Stanley Experience July 1993 - January 1998
Job CEO & Founder at Lively
Industry Internet
Experience
Lively January 2012 - Present
AdBrite.com May 2006 - January 2012
Shopping.com August 1999 - February 2006
eBay 2005 - 2006
Shopping.com (formerly DealTime.com) 1999 - 2006
Morgan Stanley July 1993 - January 1998
JPMorgan Chase September 1983 - September 1991
Skills
Strategic Partnerships, Start-ups, Mobile Devices, Product Management, Product Development, Mergers, Monetization, SaaS, Customer Engagement, E-commerce, Affiliate Marketing, Agile Methodologies, Angel Investing, Big Data, Business Intelligence, CRM, Cloud Computing, Conversion Optimization, Corporate Development, Digital Marketing, Digital Media, Digital Strategy, Email Marketing, Enterprise Software, Executive Management, Go-to-market Strategy, Integrated Marketing, International Sales, Lead Generation, Leadership, Management, Marketing, Marketing Strategy, Mergers, Mobile Advertising, Mobile Applications, Mobile Technology, Multi-channel Marketing, New Business Development, Online Marketing, P, PPC, Product Marketing, Program Management, SEO, Social Media Marketing, Strategic Planning, User Experience, Web Analytics, Web Marketing
Education
Princeton University 1979 — 1983
BSE, Chemical Engineering
Lively January 2012 - Present
AdBrite.com May 2006 - January 2012
Shopping.com August 1999 - February 2006
eBay 2005 - 2006
Shopping.com (formerly DealTime.com) 1999 - 2006
Morgan Stanley July 1993 - January 1998
JPMorgan Chase September 1983 - September 1991
Skills
Strategic Partnerships, Start-ups, Mobile Devices, Product Management, Product Development, Mergers, Monetization, SaaS, Customer Engagement, E-commerce, Affiliate Marketing, Agile Methodologies, Angel Investing, Big Data, Business Intelligence, CRM, Cloud Computing, Conversion Optimization, Corporate Development, Digital Marketing, Digital Media, Digital Strategy, Email Marketing, Enterprise Software, Executive Management, Go-to-market Strategy, Integrated Marketing, International Sales, Lead Generation, Leadership, Management, Marketing, Marketing Strategy, Mergers, Mobile Advertising, Mobile Applications, Mobile Technology, Multi-channel Marketing, New Business Development, Online Marketing, P, PPC, Product Marketing, Program Management, SEO, Social Media Marketing, Strategic Planning, User Experience, Web Analytics, Web Marketing
Education
Princeton University 1979 — 1983
BSE, Chemical Engineering
David Schwarzbach's Morgan Stanley Experience January 2000 - January 2006
Job VP & CFO, eBay North America at eBay Inc.
Industry Internet
Experience
eBay Marketplaces August 2012 - Present
eBay Marketplaces December 2014 - May 2015
eBay Marketplaces June 2011 - August 2012
Ice Energy March 2008 - June 2011
Project Everest September 2006 - March 2008
Net1 UEPS Technologies January 2006 - September 2006
Morgan Stanley January 2000 - January 2006
Lehman Brothers October 1998 - January 2000
GE Capital June 1997 - October 1998
Natural Resources Defense Council January 1994 - August 1995
Skills
Start-ups, Venture Capital, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Management, Investment Banking, Business Strategy, Corporate Finance, Analytics, Financial Services, Private Equity, Finance, Business Development, E-commerce, Leadership, Cross-functional Team...
Education
Princeton University 1995 — 1997
MPA
UC Davis 1989 — 1992
B.S.
eBay Marketplaces August 2012 - Present
eBay Marketplaces December 2014 - May 2015
eBay Marketplaces June 2011 - August 2012
Ice Energy March 2008 - June 2011
Project Everest September 2006 - March 2008
Net1 UEPS Technologies January 2006 - September 2006
Morgan Stanley January 2000 - January 2006
Lehman Brothers October 1998 - January 2000
GE Capital June 1997 - October 1998
Natural Resources Defense Council January 1994 - August 1995
Skills
Start-ups, Venture Capital, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Management, Investment Banking, Business Strategy, Corporate Finance, Analytics, Financial Services, Private Equity, Finance, Business Development, E-commerce, Leadership, Cross-functional Team...
Education
Princeton University 1995 — 1997
MPA
UC Davis 1989 — 1992
B.S.
Marco Fumagalli's Morgan Stanley Experience June 1998 - September 1998
Job SVP Strategy, Quality & Improvement President & CEO Ansaldo STS USA at Ansaldo STS
Industry Transportation/Trucking/Railroad
Experience
Ansaldo STS February 2014 - Present
Ansaldo STS October 2012 - Present
Ansaldo STS February 2012 - October 2012
Ansaldo STS June 2011 - January 2012
Q.branch September 2009 - June 2011
B Street Capital LLC October 2008 - March 2010
The Boston Consulting Group August 1999 - October 2008
Morgan Stanley June 1998 - September 1998
The Boston Consulting Group July 1995 - August 1997
Renault September 1994 - July 1995
Skills
Corporate Development, Business Strategy, Management Consulting, Strategy, Mergers, Change Management, Business Transformation, Business Process..., Organizational..., Global Management, Turnaround Strategy, Mergers & Acquisitions, Financial Modeling, Program Management, Organizational Design, Business Development, Leadership, Cross-functional Team..., Strategic Planning, Restructuring
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
College des Ingenieurs 1994 — 1995
BS
Politecnico di Milano 1987 — 1993
MS Engineering
Ansaldo STS February 2014 - Present
Ansaldo STS October 2012 - Present
Ansaldo STS February 2012 - October 2012
Ansaldo STS June 2011 - January 2012
Q.branch September 2009 - June 2011
B Street Capital LLC October 2008 - March 2010
The Boston Consulting Group August 1999 - October 2008
Morgan Stanley June 1998 - September 1998
The Boston Consulting Group July 1995 - August 1997
Renault September 1994 - July 1995
Skills
Corporate Development, Business Strategy, Management Consulting, Strategy, Mergers, Change Management, Business Transformation, Business Process..., Organizational..., Global Management, Turnaround Strategy, Mergers & Acquisitions, Financial Modeling, Program Management, Organizational Design, Business Development, Leadership, Cross-functional Team..., Strategic Planning, Restructuring
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
College des Ingenieurs 1994 — 1995
BS
Politecnico di Milano 1987 — 1993
MS Engineering
John Bartucz's Morgan Stanley Experience July 1997 - January 2003
Job Algebra Teacher at Willow Creek Middle School
Industry Primary/Secondary Education
Experience
Willow Creek Middle School September 2014 - Present
Rochester Rowing Club of Minnesota January 2003 - Present
Community Structure October 2003 - December 2014
Rochester Montessori School August 2013 - June 2014
VACAVA May 2008 - September 2010
IBM March 2006 - September 2010
Lumber-Net March 2005 - September 2006
Provident Advisors October 2003 - March 2005
Morgan Stanley July 1997 - January 2003
Skills
Software Engineering, Software Project..., Software Development, Web Services, JavaScript, PHP, Cloud Computing, Web Applications, Program Management, HTML, Statistics, WordPress, Programming, SQL, C++, MySQL, Trading, Mobile Applications, Start-ups, Perl, Web Development, CSS, E-commerce, Agile Methodologies, Linux, XML, Change Management, Windows, Problem Solving, Public Speaking, Linear Algebra, Algebra, Teaching, High School Students, Middle School, Secondary Education
Education
Winona State University 2014 — 2015
Master's Degree, Secondary Education and Teaching, 8-12
University of Minnesota-Twin Cities 2003 — 2007
MS, Computer Science
Princeton University 1993 — 1997
BSc, Computer Science
Upper Canada College 1987 — 1993
Willow Creek Middle School September 2014 - Present
Rochester Rowing Club of Minnesota January 2003 - Present
Community Structure October 2003 - December 2014
Rochester Montessori School August 2013 - June 2014
VACAVA May 2008 - September 2010
IBM March 2006 - September 2010
Lumber-Net March 2005 - September 2006
Provident Advisors October 2003 - March 2005
Morgan Stanley July 1997 - January 2003
Skills
Software Engineering, Software Project..., Software Development, Web Services, JavaScript, PHP, Cloud Computing, Web Applications, Program Management, HTML, Statistics, WordPress, Programming, SQL, C++, MySQL, Trading, Mobile Applications, Start-ups, Perl, Web Development, CSS, E-commerce, Agile Methodologies, Linux, XML, Change Management, Windows, Problem Solving, Public Speaking, Linear Algebra, Algebra, Teaching, High School Students, Middle School, Secondary Education
Education
Winona State University 2014 — 2015
Master's Degree, Secondary Education and Teaching, 8-12
University of Minnesota-Twin Cities 2003 — 2007
MS, Computer Science
Princeton University 1993 — 1997
BSc, Computer Science
Upper Canada College 1987 — 1993
Ryan McInnis's Morgan Stanley Experience 2007 - 2009
Job Vice President at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. 2015 - Present
Stonepeak Infrastructure Partners 2013 - 2015
The Blackstone Group 2009 - 2011
Morgan Stanley 2007 - 2009
Skills
Private Equity, Valuation, LBO, Financial Analysis, Corporate Finance, Alternative Investments, Power Generation, Portfolio Management, Investments, Energy, Mergers & Acquisitions, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Princeton University
Bachelor of Arts (B.A.), Economics (Cum Laude)
The Roxbury Latin School
High School Diploma
Oak Hill Advisors, L.P. 2015 - Present
Stonepeak Infrastructure Partners 2013 - 2015
The Blackstone Group 2009 - 2011
Morgan Stanley 2007 - 2009
Skills
Private Equity, Valuation, LBO, Financial Analysis, Corporate Finance, Alternative Investments, Power Generation, Portfolio Management, Investments, Energy, Mergers & Acquisitions, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Princeton University
Bachelor of Arts (B.A.), Economics (Cum Laude)
The Roxbury Latin School
High School Diploma
Fabio Terlevich's Morgan Stanley Experience March 2003 - January 2007
Job
Industry Investment Management
Experience
LL Funds, LLC March 2010 - Present
Permit Capital February 2007 - Present
Wharton Private Equity Partners 2000 - Present
The Haverford School July 2012 - Present
The Baldwin School 2007 - July 2011
Morgan Stanley March 2003 - January 2007
Advent International Global Private Equity July 2000 - December 2002
McKinsey & Company January 1996 - August 1998
Skills
Private Equity, Investments, Alternative Investments, Fixed Income, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Valuation, Portfolio Management, Emerging Markets, Securities, Equities, Mergers & Acquisitions, Venture Capital, Asset Management, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1995
BS and MS
Universidad Catolica Argentina 1990 — 1995
MS and BS
LL Funds, LLC March 2010 - Present
Permit Capital February 2007 - Present
Wharton Private Equity Partners 2000 - Present
The Haverford School July 2012 - Present
The Baldwin School 2007 - July 2011
Morgan Stanley March 2003 - January 2007
Advent International Global Private Equity July 2000 - December 2002
McKinsey & Company January 1996 - August 1998
Skills
Private Equity, Investments, Alternative Investments, Fixed Income, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Valuation, Portfolio Management, Emerging Markets, Securities, Equities, Mergers & Acquisitions, Venture Capital, Asset Management, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1995
BS and MS
Universidad Catolica Argentina 1990 — 1995
MS and BS
Benjamin Gemmill's Morgan Stanley Experience June 2010 - April 2012
Job Lead developer for the ETF and ADR desk at KCG Holdings, Inc.
Industry Computer Software
Experience
KCG Holdings, Inc. June 2014 - Present
Walleye Software April 2012 - April 2014
Morgan Stanley June 2010 - April 2012
Bloomberg December 2008 - May 2010
Nine Volt Studios May 2005 - December 2008
Tuftl Labs at Tufts University August 2003 - May 2005
Skills
Matlab, C++, Linux, C, Java, C#, FPGA prototyping, Labview, Simulations, Robotics, Mathematica, Algorithms, SQL, High Frequency Trading, Distributed Systems, Software Engineering, Software Design, Data Structures, Computer Science
Education
Tufts University 2003 — 2005
MS, Mechanical Engineering
Princeton University 1999 — 2003
BSE, Mechanical and Aerospace Engineering
Chestnut Hill Academy 1985 — 1999
Grade School
KCG Holdings, Inc. June 2014 - Present
Walleye Software April 2012 - April 2014
Morgan Stanley June 2010 - April 2012
Bloomberg December 2008 - May 2010
Nine Volt Studios May 2005 - December 2008
Tuftl Labs at Tufts University August 2003 - May 2005
Skills
Matlab, C++, Linux, C, Java, C#, FPGA prototyping, Labview, Simulations, Robotics, Mathematica, Algorithms, SQL, High Frequency Trading, Distributed Systems, Software Engineering, Software Design, Data Structures, Computer Science
Education
Tufts University 2003 — 2005
MS, Mechanical Engineering
Princeton University 1999 — 2003
BSE, Mechanical and Aerospace Engineering
Chestnut Hill Academy 1985 — 1999
Grade School
Maximo Grullon's Morgan Stanley Experience 1995 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley 1995 - 2007
Bear Sterns 1995 - 1995
Skills
Vendor Management
Education
Pontificia Universidad Católica Madre y Maestra 1979 — 1985
Peddie School 1976 — 1979
high school graduate, high school
Morgan Stanley 1995 - 2007
Bear Sterns 1995 - 1995
Skills
Vendor Management
Education
Pontificia Universidad Católica Madre y Maestra 1979 — 1985
Peddie School 1976 — 1979
high school graduate, high school
Stephanie Schils's Morgan Stanley Experience January 2006 - May 2006
Job Vice President, Latin America Offshore Wealth Sales at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock January 2012 - Present
BlackRock July 2010 - December 2011
BlackRock July 2008 - July 2010
Bairexport April 2007 - July 2007
Morgan Stanley January 2006 - May 2006
Wilmington Trust Bank May 2005 - August 2005
Skills
Spanish, Client Service, Microsoft Office, Mutual Funds, Excel, ETFs, Finance, Hedge Funds, Alternative Investments, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Asset Management, Series 7
Education
The George Washington University 2004 — 2008
B.B.A., Finance/International Business
The George Washington University - School of Business 2004 — 2008
B.B.A., Finance, International Business, minor in Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2006 — 2007
Exchange Program, Business
BlackRock January 2015 - Present
BlackRock January 2012 - Present
BlackRock July 2010 - December 2011
BlackRock July 2008 - July 2010
Bairexport April 2007 - July 2007
Morgan Stanley January 2006 - May 2006
Wilmington Trust Bank May 2005 - August 2005
Skills
Spanish, Client Service, Microsoft Office, Mutual Funds, Excel, ETFs, Finance, Hedge Funds, Alternative Investments, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Asset Management, Series 7
Education
The George Washington University 2004 — 2008
B.B.A., Finance/International Business
The George Washington University - School of Business 2004 — 2008
B.B.A., Finance, International Business, minor in Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2006 — 2007
Exchange Program, Business
Piotr Dudziak's Morgan Stanley Experience January 2013 - Present
Job Senior Consultant at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley January 2013 - Present
EBS (ICAP) January 2012 - June 2012
ETrade 2011 - 2011
ICAP June 2009 - July 2010
Bloomberg LLP August 2002 - February 2009
Amdahl Corporation August 1998 - May 2002
Verizon Corporation April 1996 - July 1998
Skills
Multithreading, C++, Software Development, SQL, Design Patterns, Databases, Object Oriented Design, Distributed Systems, Software Engineering, Trading Systems, STL, Electronic Trading, Agile Methodologies, Low Latency, Unix, Market Data, TCP/IP
Education
Politechnika Poznańska 1981 — 1988
Master of Science (M.Sc.), Computer Science
Morgan Stanley January 2013 - Present
EBS (ICAP) January 2012 - June 2012
ETrade 2011 - 2011
ICAP June 2009 - July 2010
Bloomberg LLP August 2002 - February 2009
Amdahl Corporation August 1998 - May 2002
Verizon Corporation April 1996 - July 1998
Skills
Multithreading, C++, Software Development, SQL, Design Patterns, Databases, Object Oriented Design, Distributed Systems, Software Engineering, Trading Systems, STL, Electronic Trading, Agile Methodologies, Low Latency, Unix, Market Data, TCP/IP
Education
Politechnika Poznańska 1981 — 1988
Master of Science (M.Sc.), Computer Science
Dariusz Majewski's Morgan Stanley Experience May 2011 - Present
Job Java Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2011 - Present
"ELKADAX" s.c. May 1999 - Present
CIGNA April 2008 - May 2011
Codido Sp. z o.o. July 2007 - March 2008
Skills
Hibernate, Spring, Java, Tapestry, Struts, J2EE, Maven, Tomcat, JUnit, GWT, Eclipse, JDBC, MySQL, Subversion, HTML, JavaScript, SQL, SQL Server, Programming, Agile, Databases, Servlets, Web Services, Websphere, AJAX, Ext JS, GXT, SDLC, Perforce, Agile Methodologies, Java Enterprise Edition, Spring Framework, Microsoft SQL Server, WebSphere
Education
2002 — 2007
Master of Science, IT - Databases, Networks and Computer Systems
1 L.O. im. Mikołaja Kopernika
Morgan Stanley May 2011 - Present
"ELKADAX" s.c. May 1999 - Present
CIGNA April 2008 - May 2011
Codido Sp. z o.o. July 2007 - March 2008
Skills
Hibernate, Spring, Java, Tapestry, Struts, J2EE, Maven, Tomcat, JUnit, GWT, Eclipse, JDBC, MySQL, Subversion, HTML, JavaScript, SQL, SQL Server, Programming, Agile, Databases, Servlets, Web Services, Websphere, AJAX, Ext JS, GXT, SDLC, Perforce, Agile Methodologies, Java Enterprise Edition, Spring Framework, Microsoft SQL Server, WebSphere
Education
2002 — 2007
Master of Science, IT - Databases, Networks and Computer Systems
1 L.O. im. Mikołaja Kopernika
Jayson Spring's Morgan Stanley Experience May 1999 - May 2009
Job Financial Consultant at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services May 2009 - Present
Morgan Stanley May 1999 - May 2009
Skills
Retirement Planning, Asset Allocation, Asset Management, Customer Service, Equities, Financial Services, Fixed Income
Education
University at Albany, SUNY 1992 — 1995
ma, Public Policy
Pitzer College 1987 — 1991
Wayland Academy 1985 — 1987
Westlake High School 1983 — 1984
Citizens Investment Services May 2009 - Present
Morgan Stanley May 1999 - May 2009
Skills
Retirement Planning, Asset Allocation, Asset Management, Customer Service, Equities, Financial Services, Fixed Income
Education
University at Albany, SUNY 1992 — 1995
ma, Public Policy
Pitzer College 1987 — 1991
Wayland Academy 1985 — 1987
Westlake High School 1983 — 1984
Brenda Reynolds's Morgan Stanley Experience July 2012 - December 2013
Job Treasury Analyst II at Catholic Relief Services
Industry Financial Services
Experience
Catholic Relief Services December 2013 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley October 2006 - July 2012
Skills
FX, FX Options, Cash Management, Equities, Options, Treasury, Investment Banking, Mutual Funds, Fixed Income, Portfolio Management, Banking, Capital Markets, Bloomberg
Education
Philippine Christian University
Catholic Relief Services December 2013 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley October 2006 - July 2012
Skills
FX, FX Options, Cash Management, Equities, Options, Treasury, Investment Banking, Mutual Funds, Fixed Income, Portfolio Management, Banking, Capital Markets, Bloomberg
Education
Philippine Christian University
Jim Busterud's Morgan Stanley Experience May 2004 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2004 - Present
Education
Pomona College 1975 — 1979
Morgan Stanley May 2004 - Present
Education
Pomona College 1975 — 1979
Richard Brachman's Morgan Stanley Experience July 2002 - September 2003
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
Kim Kiser's Morgan Stanley Experience December 2007 - September 2012
Job Vice President, Creative Director at Dimensional Fund Advisors
Industry Marketing and Advertising
Experience
Dimensional Fund Advisors September 2012 - Present
Morgan Stanley December 2007 - September 2012
Pratt Institute 2004 - June 2012
OfficeTiger / RR Donnelley 2004 - 2007
Bowne Business Solutions 2003 - 2004
Calfo Aron LLC 1997 - 2002
Skills
Copywriting, Creative Direction, Graphic Design, Adobe Creative Suite, Art Direction, Corporate Identity, InDesign, Typography, Layout, Corporate Branding, Illustrator, Web Design, Creative Strategy, Branding & Identity, Logo Design, Posters, Photoshop, Integrated Marketing, Art, Flash, Multimedia, Graphics, Brand Management, User Experience Design, QuarkXPress, Brand Development, Information Architecture, Advertising, User Experience, Mac, Brochures, Concept Development, Adobe Acrobat, Interaction Design, Visual Communication, Direct Mail, Photography, User Interface Design, Illustration, Packaging
Education
Pratt Institute 1995 — 1997
MS, Communications Design
The University of Texas at Austin 1990 — 1994
Bachelor of Journalism
Dimensional Fund Advisors September 2012 - Present
Morgan Stanley December 2007 - September 2012
Pratt Institute 2004 - June 2012
OfficeTiger / RR Donnelley 2004 - 2007
Bowne Business Solutions 2003 - 2004
Calfo Aron LLC 1997 - 2002
Skills
Copywriting, Creative Direction, Graphic Design, Adobe Creative Suite, Art Direction, Corporate Identity, InDesign, Typography, Layout, Corporate Branding, Illustrator, Web Design, Creative Strategy, Branding & Identity, Logo Design, Posters, Photoshop, Integrated Marketing, Art, Flash, Multimedia, Graphics, Brand Management, User Experience Design, QuarkXPress, Brand Development, Information Architecture, Advertising, User Experience, Mac, Brochures, Concept Development, Adobe Acrobat, Interaction Design, Visual Communication, Direct Mail, Photography, User Interface Design, Illustration, Packaging
Education
Pratt Institute 1995 — 1997
MS, Communications Design
The University of Texas at Austin 1990 — 1994
Bachelor of Journalism
William Woo Kim's Morgan Stanley Experience June 2007 - Present
Job Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Westview High School July 2007 - Present
Morgan Stanley June 2007 - Present
Phillips and Company January 2007 - June 2007
Merrill Lynch November 2001 - August 2005
Bear Stearns August 2002 - September 2003
Education
Portland State University 2003 — 2005
University of Oregon 1997 — 2001
Westview High School July 2007 - Present
Morgan Stanley June 2007 - Present
Phillips and Company January 2007 - June 2007
Merrill Lynch November 2001 - August 2005
Bear Stearns August 2002 - September 2003
Education
Portland State University 2003 — 2005
University of Oregon 1997 — 2001
Kristin Horne Johnson's Morgan Stanley Experience 1996 - 2007
Job Director of Business Development
Industry Investment Management
Experience
Altamont Capital Partners September 2010 - Present
TPG Capital September 2007 - August 2010
Morgan Stanley 1996 - 2007
Booz Allen Hamilton 1993 - 1995
Skills
Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Development, Strategy, Business Strategy, Business Development, Financial Analysis, Alternative Investments, M&A experience, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Pomona College 1989 — 1993
BA, Math and Economics
Altamont Capital Partners September 2010 - Present
TPG Capital September 2007 - August 2010
Morgan Stanley 1996 - 2007
Booz Allen Hamilton 1993 - 1995
Skills
Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Development, Strategy, Business Strategy, Business Development, Financial Analysis, Alternative Investments, M&A experience, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Pomona College 1989 — 1993
BA, Math and Economics
Nabil Kanso's Morgan Stanley Experience July 2011 - July 2012
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
Dean Palm's Morgan Stanley Experience July 2007 - March 2008
Job Business Analyst at I.T.
Industry Financial Services
Experience
I.T. March 2013 - Present
PNC Investments September 2008 - September 2012
Morgan Stanley July 2007 - March 2008
Skills
Series 7, Retirement Planning, Portfolio Management, Financial Planners, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Mutual Funds, Finance, Strategic Financial..., Retirement, Series 63, Employee Benefits, Insurance, Fixed Annuities, Financial Advisory, Estate Planning, Life Insurance, IRAs, Series 65, Securities, Series 6, Uniform Combined State..., Wealth Management..., Investment Strategies, ETFs, Investment Management, FINRA, Bonds, Financial Services, Series 24, Alternative Investments, Personal Financial..., Asset Management, Variable Annuities, Long Term Care Insurance, 401k Rollovers, Relationship Management, Consumer Lending, Mortgage Lending, Loans
Education
Point Park University 2006 — 2007
MBA, Management
I.T. March 2013 - Present
PNC Investments September 2008 - September 2012
Morgan Stanley July 2007 - March 2008
Skills
Series 7, Retirement Planning, Portfolio Management, Financial Planners, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Mutual Funds, Finance, Strategic Financial..., Retirement, Series 63, Employee Benefits, Insurance, Fixed Annuities, Financial Advisory, Estate Planning, Life Insurance, IRAs, Series 65, Securities, Series 6, Uniform Combined State..., Wealth Management..., Investment Strategies, ETFs, Investment Management, FINRA, Bonds, Financial Services, Series 24, Alternative Investments, Personal Financial..., Asset Management, Variable Annuities, Long Term Care Insurance, 401k Rollovers, Relationship Management, Consumer Lending, Mortgage Lending, Loans
Education
Point Park University 2006 — 2007
MBA, Management
Joe Teutonico's Morgan Stanley Experience November 2006 - January 2009
Job Technology Management Consultant
Industry Information Technology and Services
Experience
dunnhumby October 2012 - May 2015
PTS Consulting 2006 - May 2015
Bridgewater Associates 2009 - August 2012
Morgan Stanley November 2006 - January 2009
Constantin Walsh-Lowe June 1989 - October 2006
Morgan Stanley 1999 - 2001
Reuters 1987 - 1989
Skills
Vendor Management, Data Center, Program Management, Project Portfolio..., Integration, IT Strategy, Project Management, PMO, Infrastructure, Telecommunications, MS Project, PMP, ITIL, IT Management, Disaster Recovery, Project Delivery, Information Technology, Enterprise Architecture, Management, Outsourcing, IT Service Management, Service Delivery, System Deployment, Strategy, IT Operations, Business Continuity, SDLC, Cloud Computing
Education
Pratt Institute 1984 — 1985
B.S.E.E., Electrical Engineering
St. John's University 1981 — 1983
Bachelors of Science, Physics
dunnhumby October 2012 - May 2015
PTS Consulting 2006 - May 2015
Bridgewater Associates 2009 - August 2012
Morgan Stanley November 2006 - January 2009
Constantin Walsh-Lowe June 1989 - October 2006
Morgan Stanley 1999 - 2001
Reuters 1987 - 1989
Skills
Vendor Management, Data Center, Program Management, Project Portfolio..., Integration, IT Strategy, Project Management, PMO, Infrastructure, Telecommunications, MS Project, PMP, ITIL, IT Management, Disaster Recovery, Project Delivery, Information Technology, Enterprise Architecture, Management, Outsourcing, IT Service Management, Service Delivery, System Deployment, Strategy, IT Operations, Business Continuity, SDLC, Cloud Computing
Education
Pratt Institute 1984 — 1985
B.S.E.E., Electrical Engineering
St. John's University 1981 — 1983
Bachelors of Science, Physics
Carrie McHale's Morgan Stanley Experience 2000 - 2003
Job Director of Compliance and Chief Compliance Officer of TPG Financial Advisors, LLC at The Partners Group
Industry Financial Services
Experience
The Partners Group May 2014 - Present
The Partners Group March 2007 - May 2014
UBS 2003 - 2007
Morgan Stanley 2000 - 2003
Farmers Insurance 1990 - 2000
Skills
Regulatory Compliance, Risk Management, Investments, Securities, Employee Engagement, Property & Casualty..., Strategic Planning, Sales, Client Service Delivery, Recruiting, Team Leadership, Critical Thinking, Financial Services
Education
Portland State University
Finance, Business
The Partners Group May 2014 - Present
The Partners Group March 2007 - May 2014
UBS 2003 - 2007
Morgan Stanley 2000 - 2003
Farmers Insurance 1990 - 2000
Skills
Regulatory Compliance, Risk Management, Investments, Securities, Employee Engagement, Property & Casualty..., Strategic Planning, Sales, Client Service Delivery, Recruiting, Team Leadership, Critical Thinking, Financial Services
Education
Portland State University
Finance, Business
Fabian Onetti's Morgan Stanley Experience July 2012 - Present
Job Managing Director; Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley January 2007 - June 2012
morgan stanley 1992 - 2008
Banco de Boston 1986 - 1990
Skills
Hedge Funds, Wealth Management, Fixed Income, Management, Alternative Investments, Capital Markets, Equities, Marketing, Series 7, FINRA, Portfolio Management, Asset Management, Investments, Derivatives, Investment Banking, Mutual Funds, Corporate Finance, Series 24, Emerging Markets, Series 63, Securities, Asset Allocation, Bloomberg, Private Equity
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
mba, finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1982 — 1987
BA, Finance
Liceo Militar
Morgan Stanley July 2012 - Present
Morgan Stanley January 2007 - June 2012
morgan stanley 1992 - 2008
Banco de Boston 1986 - 1990
Skills
Hedge Funds, Wealth Management, Fixed Income, Management, Alternative Investments, Capital Markets, Equities, Marketing, Series 7, FINRA, Portfolio Management, Asset Management, Investments, Derivatives, Investment Banking, Mutual Funds, Corporate Finance, Series 24, Emerging Markets, Series 63, Securities, Asset Allocation, Bloomberg, Private Equity
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
mba, finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1982 — 1987
BA, Finance
Liceo Militar
Sheila Emami's Morgan Stanley Experience December 2008 - August 2009
Job Vice President, Relationship Manager at HSBC
Industry Banking
Experience
HSBC March 2014 - Present
Wells Fargo Bank July 2013 - March 2014
Wells Fargo Bank September 2010 - June 2013
Morgan Stanley December 2008 - August 2009
Claremont Infant Study Center June 2008 - December 2008
Skills
Financial Modeling, Valuation, Fixed Income, Hedge Funds, Strategic Financial...
Education
Stanford University Graduate School of Business
Pitzer College
Bachelor of Arts, Economics
HSBC March 2014 - Present
Wells Fargo Bank July 2013 - March 2014
Wells Fargo Bank September 2010 - June 2013
Morgan Stanley December 2008 - August 2009
Claremont Infant Study Center June 2008 - December 2008
Skills
Financial Modeling, Valuation, Fixed Income, Hedge Funds, Strategic Financial...
Education
Stanford University Graduate School of Business
Pitzer College
Bachelor of Arts, Economics
Lucia Bonilla Fridlyand's Morgan Stanley Experience June 2010 - May 2012
Job Business Leadership Associate at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company 2014 - Present
Mars June 2013 - August 2013
Morgan Stanley June 2010 - May 2012
UBS Investment Bank August 2006 - May 2010
Skills
Risk Management, Financial Modeling, Valuation, Trading, Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Corporate Finance, Financial Analysis, Private Equity, Portfolio Management, Investments, Management, Marketing Strategy, Digital Marketing, Pricing Strategy, Price Optimization
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2002 — 2006
BSE, Operations Research and Financial Engineering
The Coca-Cola Company 2014 - Present
Mars June 2013 - August 2013
Morgan Stanley June 2010 - May 2012
UBS Investment Bank August 2006 - May 2010
Skills
Risk Management, Financial Modeling, Valuation, Trading, Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Corporate Finance, Financial Analysis, Private Equity, Portfolio Management, Investments, Management, Marketing Strategy, Digital Marketing, Pricing Strategy, Price Optimization
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2002 — 2006
BSE, Operations Research and Financial Engineering
nancy polin's Morgan Stanley Experience September 1999 - January 2008
Job Independent Education Management Professional
Industry Education Management
Experience
Madeline Tsingopoulos Inc March 2013 - Present
Morgan Stanley September 1999 - January 2008
Lehman Brothers November 1981 - June 1999
Learning To Read Through The Arts September 1976 - October 1981
NYS Division For Youth September 1967 - June 1972
Board of Education of the City of NY September 1962 - August 1967
Skills
Microsoft Office, Teaching, Public Speaking, Curriculum Development, Research, Curriculum Design, Program Development, Strategic Planning, Leadership, Event Planning, Customer Service
Education
Baruch College 1981 — 1981
Certificate, Computer Programming
Pratt Institute 1972 — 1974
Master of Fine Arts (MFA), Photography/Art Therapy
Queens College 1958 — 1962
BA, Education/Math, K thru 6
Madeline Tsingopoulos Inc March 2013 - Present
Morgan Stanley September 1999 - January 2008
Lehman Brothers November 1981 - June 1999
Learning To Read Through The Arts September 1976 - October 1981
NYS Division For Youth September 1967 - June 1972
Board of Education of the City of NY September 1962 - August 1967
Skills
Microsoft Office, Teaching, Public Speaking, Curriculum Development, Research, Curriculum Design, Program Development, Strategic Planning, Leadership, Event Planning, Customer Service
Education
Baruch College 1981 — 1981
Certificate, Computer Programming
Pratt Institute 1972 — 1974
Master of Fine Arts (MFA), Photography/Art Therapy
Queens College 1958 — 1962
BA, Education/Math, K thru 6
Marcelo Navarro's Morgan Stanley Experience March 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Citadel Investment Group August 2009 - February 2011
UBS 2006 - 2009
UBS Investment Bank 2004 - 2009
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Proprietary Trading, Derivatives, Equities, Trading Strategies, Quantitative Finance, Equity Trading, Market Making, FX Options, Market Risk, Options, Market Data, Commodity, Capital Markets, High Frequency Trading, Trading, Low Latency
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Econometrics and Finance
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1992 — 1993
Doctor of Philosophy (Ph.D.), Mathematical Economics
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1990 — 1992
Master's degree, Operations Research
Pontifícia Universidade Católica do Rio de Janeiro 1986 — 1989
Bachelor's degree, Economics
Morgan Stanley March 2011 - Present
Citadel Investment Group August 2009 - February 2011
UBS 2006 - 2009
UBS Investment Bank 2004 - 2009
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Proprietary Trading, Derivatives, Equities, Trading Strategies, Quantitative Finance, Equity Trading, Market Making, FX Options, Market Risk, Options, Market Data, Commodity, Capital Markets, High Frequency Trading, Trading, Low Latency
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Econometrics and Finance
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1992 — 1993
Doctor of Philosophy (Ph.D.), Mathematical Economics
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1990 — 1992
Master's degree, Operations Research
Pontifícia Universidade Católica do Rio de Janeiro 1986 — 1989
Bachelor's degree, Economics
Laura Criswell's Morgan Stanley Experience 2003 - 2005
Job Stay at home mommy & designer
Industry Graphic Design
Experience
Freelance Designer / Self Employed October 2014 - Present
MOGL March 2013 - October 2014
SkinIt Inc. July 2010 - March 2013
Positive Six Creative September 2008 - July 2010
Anakam 2007 - 2008
Risen Magazine 2007 - 2008
Self Employed 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Illustrator, InDesign, Photoshop, Word, Excel, Graphic Design, Basecamp, Microsoft Word, Project Management, Team Management, Art Direction, Typography, Adobe Creative Suite, Photography, Digital Illustration, Posters, Layout, Packaging, Logo Design, Illustration, Microsoft Excel, Web Design, Corporate Identity, Marketing, Graphics, User Experience, Creative Direction, QuarkXPress, Brochures, Email Marketing, Corporate Branding, Mac, User Interface Design, Adobe Acrobat, Branding & Identity, Brand Development, Pre-press, Business Cards, Online Marketing, Art, Website Development, Visual Communication, Image Editing, Advertising, Screen Printing, Creative Strategy, Concept Development
Education
Point Loma Nazarene University 1999 — 2003
BA, Graphic Communication
Freelance Designer / Self Employed October 2014 - Present
MOGL March 2013 - October 2014
SkinIt Inc. July 2010 - March 2013
Positive Six Creative September 2008 - July 2010
Anakam 2007 - 2008
Risen Magazine 2007 - 2008
Self Employed 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Illustrator, InDesign, Photoshop, Word, Excel, Graphic Design, Basecamp, Microsoft Word, Project Management, Team Management, Art Direction, Typography, Adobe Creative Suite, Photography, Digital Illustration, Posters, Layout, Packaging, Logo Design, Illustration, Microsoft Excel, Web Design, Corporate Identity, Marketing, Graphics, User Experience, Creative Direction, QuarkXPress, Brochures, Email Marketing, Corporate Branding, Mac, User Interface Design, Adobe Acrobat, Branding & Identity, Brand Development, Pre-press, Business Cards, Online Marketing, Art, Website Development, Visual Communication, Image Editing, Advertising, Screen Printing, Creative Strategy, Concept Development
Education
Point Loma Nazarene University 1999 — 2003
BA, Graphic Communication
Sheryl Knapp's Morgan Stanley Experience 1987 - 1990
Job Owner, Literacy Learning & Assessment Center of CT, LLC
Industry Education Management
Experience
Literacy Learning & Assessment Center of CT, LLC January 2005 - Present
Literacy Learning & Assessment Center of CT January 2006 - Present
SmartKids with Learning Disabilities September 2006 - Present
Morgan Stanley 1987 - 1990
New York University January 1986 - January 1987
Skills
Literacy Evaluations, Educational Consulting, Educational Therapy, Learning Disabilities, Literacy, Tutoring, Special Education, Curriculum Design, Staff Development, Curriculum Development, Intellectual...
Education
Post University 2009 — 2011
Master of Education (M.Ed.), Curriculum & Instruction, with a specialization in Literacy
Learning House 2005 — 2010
Associate/AOGPE
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Decision Sciences
Wesleyan University 1982 — 1986
B.A, Cognitive Science
Literacy Learning & Assessment Center of CT, LLC January 2005 - Present
Literacy Learning & Assessment Center of CT January 2006 - Present
SmartKids with Learning Disabilities September 2006 - Present
Morgan Stanley 1987 - 1990
New York University January 1986 - January 1987
Skills
Literacy Evaluations, Educational Consulting, Educational Therapy, Learning Disabilities, Literacy, Tutoring, Special Education, Curriculum Design, Staff Development, Curriculum Development, Intellectual...
Education
Post University 2009 — 2011
Master of Education (M.Ed.), Curriculum & Instruction, with a specialization in Literacy
Learning House 2005 — 2010
Associate/AOGPE
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Decision Sciences
Wesleyan University 1982 — 1986
B.A, Cognitive Science
T. Kris Barnes's Morgan Stanley Experience June 2004 - April 2006
Job Vice President, Signum, LLC
Industry Human Resources
Experience
Signum, LLC January 2008 - Present
Ducks Unlimited April 2006 - December 2007
Morgan Stanley June 2004 - April 2006
Skills
Risk Management, Profitability Management, New Business Development, Workers Compensation, Internal Audit, Business Strategy, Property & Casualty..., Health Insurance, Insurance, Negotiation, CO-PA, Sales, Management, Auditing, Financial Analysis, Customer Service
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Finance, Investment Management, Derivatives, Fixed Income
Presbyterian College 2000 — 2004
BS, Business, Biology
Signum, LLC January 2008 - Present
Ducks Unlimited April 2006 - December 2007
Morgan Stanley June 2004 - April 2006
Skills
Risk Management, Profitability Management, New Business Development, Workers Compensation, Internal Audit, Business Strategy, Property & Casualty..., Health Insurance, Insurance, Negotiation, CO-PA, Sales, Management, Auditing, Financial Analysis, Customer Service
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Finance, Investment Management, Derivatives, Fixed Income
Presbyterian College 2000 — 2004
BS, Business, Biology
Sam LoPresti's Morgan Stanley Experience 1986 - 2009
Job I skillfully integrate global, multicultural, and virtual environments that are transforming at an accelerating pace
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 1986 - 2009
Education
Pierce College
Business and Arts
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 1986 - 2009
Education
Pierce College
Business and Arts
David Rudolph's Morgan Stanley Experience June 2007 - August 2007
Job Client Reporting Analyst at BlackRock
Industry Investment Management
Experience
BlackRock January 2013 - Present
State Street June 2010 - January 2013
Partner Fund Management December 2009 - February 2010
Pomona Pitzer Water Polo 2006 - 2010
Symphony Asset Management May 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Skills
Fund Accounting, Mutual Funds, Investments, Accounting, Fund Administration, Bloomberg, Hedge Funds, Corporate Actions, Fund Of Funds, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, SQL
Education
Pitzer College 2006 — 2010
B.A, Political Economy
Tribhuvan University of Nepal 2009 — 2009
Nepali Language and Studies
Tamalpais High School 2002 — 2006
High School Diploma
BlackRock January 2013 - Present
State Street June 2010 - January 2013
Partner Fund Management December 2009 - February 2010
Pomona Pitzer Water Polo 2006 - 2010
Symphony Asset Management May 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Skills
Fund Accounting, Mutual Funds, Investments, Accounting, Fund Administration, Bloomberg, Hedge Funds, Corporate Actions, Fund Of Funds, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, SQL
Education
Pitzer College 2006 — 2010
B.A, Political Economy
Tribhuvan University of Nepal 2009 — 2009
Nepali Language and Studies
Tamalpais High School 2002 — 2006
High School Diploma
Vaithianathan Krishnasamy's Morgan Stanley Experience July 2011 - Present
Job Technology Associate (Software Engineer) at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2011 - Present
Morgan Stanley May 2010 - August 2010
Alcatel-Lucent October 2008 - August 2009
Tata Consultancy Services September 2007 - September 2008
Skills
Java, Unix, Software Development, SQL, XML, Core Java, Java Web Services, SDLC, Software Design, Software Engineering, Software Design Patterns, JAXB, Hibernate, Springs, Offshore Software..., Offshore Resource..., Sun Certified Java..., C++, Microsoft Office, Research, Strategic Planning, Perforce, Multitasking Skills, Selenium
Education
Rutgers University-New Brunswick 2009 — 2011
Master of Science (MS), Computer Engineering, 3.5/4.0
Pondicherry University 2003 — 2007
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Morgan Stanley July 2011 - Present
Morgan Stanley May 2010 - August 2010
Alcatel-Lucent October 2008 - August 2009
Tata Consultancy Services September 2007 - September 2008
Skills
Java, Unix, Software Development, SQL, XML, Core Java, Java Web Services, SDLC, Software Design, Software Engineering, Software Design Patterns, JAXB, Hibernate, Springs, Offshore Software..., Offshore Resource..., Sun Certified Java..., C++, Microsoft Office, Research, Strategic Planning, Perforce, Multitasking Skills, Selenium
Education
Rutgers University-New Brunswick 2009 — 2011
Master of Science (MS), Computer Engineering, 3.5/4.0
Pondicherry University 2003 — 2007
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Emilio Andrade's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
AES-Gener April 2012 - August 2012
AES-Gener November 2009 - March 2012
AES-Gener November 2008 - October 2009
IM Trust 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Finance, Valuation, Project Finance, Business Strategy, Financial Analysis, Business Valuation, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Pontificia Universidad Católica de Chile
Ingeniería Civil Industrial, Diploma en Ingeniería Eléctrica
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
AES-Gener April 2012 - August 2012
AES-Gener November 2009 - March 2012
AES-Gener November 2008 - October 2009
IM Trust 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Finance, Valuation, Project Finance, Business Strategy, Financial Analysis, Business Valuation, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Pontificia Universidad Católica de Chile
Ingeniería Civil Industrial, Diploma en Ingeniería Eléctrica
Jim Tuckett's Morgan Stanley Experience September 1986 - November 2006
Job Realtor at Keller Williams Integrity First
Industry Real Estate
Experience
Keller Williams Integrity First September 2012 - Present
Old Gray Dog Foundation August 1988 - Present
Morgan Stanley September 1986 - November 2006
Leawood Presbyterian Church April 1977 - August 1980
Skills
Public Speaking, Teaching, Research, Writing, Negotiation, Public Relations, Strategic Planning, Customer Service, Marketing Strategy, Coaching, Budgeting, Real Estate, Customer Relations, Mentoring, Non-profits
Education
Lewish and Clark College 1965 — 1968
Bachelor of Science, Sociology
Princeton University
Master of Divinity, Pastoral Care
Keller Williams Integrity First September 2012 - Present
Old Gray Dog Foundation August 1988 - Present
Morgan Stanley September 1986 - November 2006
Leawood Presbyterian Church April 1977 - August 1980
Skills
Public Speaking, Teaching, Research, Writing, Negotiation, Public Relations, Strategic Planning, Customer Service, Marketing Strategy, Coaching, Budgeting, Real Estate, Customer Relations, Mentoring, Non-profits
Education
Lewish and Clark College 1965 — 1968
Bachelor of Science, Sociology
Princeton University
Master of Divinity, Pastoral Care
Diego Ferro's Morgan Stanley Experience 1997 - 2007
Job Partner Portfolio Manager at Greylock Capital Management
Industry Investment Management
Experience
Greylock Capital Management 2009 - Present
Goldman Sachs 2007 - 2009
Morgan Stanley 1997 - 2007
Lehman Brothers 1993 - 1996
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, High Yield, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Greylock Capital Management 2009 - Present
Goldman Sachs 2007 - 2009
Morgan Stanley 1997 - 2007
Lehman Brothers 1993 - 1996
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, High Yield, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Nadeen Khoury's Morgan Stanley Experience May 2011 - August 2011
Job Solutions Coordinator, CPG at Oracle
Industry Marketing and Advertising
Experience
Oracle June 2015 - Present
The Lab Consulting September 2014 - June 2015
IBM October 2013 - September 2014
ICF International August 2013 - October 2013
Fundación Salvador Allende April 2013 - August 2013
PwC June 2012 - August 2012
Morgan Stanley May 2011 - August 2011
WETA May 2010 - August 2010
Skills
Spanish, Microsoft Office, Market Research, Microsoft Technologies, Arabic, Social Media, Public Speaking, Photoshop, Google Analytics, InDesign, JavaScript, Microsoft Excel, Data Analysis, Management Consulting, Strata
Education
University of Virginia 2009 — 2013
Bachelor of Science, Commerce, Information Technology, Marketing, Business Analytics
Pontificia Universidad Católica de Chile 2013 — 2013
Oracle June 2015 - Present
The Lab Consulting September 2014 - June 2015
IBM October 2013 - September 2014
ICF International August 2013 - October 2013
Fundación Salvador Allende April 2013 - August 2013
PwC June 2012 - August 2012
Morgan Stanley May 2011 - August 2011
WETA May 2010 - August 2010
Skills
Spanish, Microsoft Office, Market Research, Microsoft Technologies, Arabic, Social Media, Public Speaking, Photoshop, Google Analytics, InDesign, JavaScript, Microsoft Excel, Data Analysis, Management Consulting, Strata
Education
University of Virginia 2009 — 2013
Bachelor of Science, Commerce, Information Technology, Marketing, Business Analytics
Pontificia Universidad Católica de Chile 2013 — 2013
Ronald Ancaya's Morgan Stanley Experience January 2013 - Present
Job Software Development Manager at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley January 2013 - Present
Skills
Agile Methodologies, Oracle, Business Analysis, Websphere, Integration, SDLC, Business Intelligence, Java Enterprise Edition, SOA, UML, Scrum, Software Development, Web Services, XML, Software Project..., WebSphere, SQL, Java, Requirements Analysis
Education
Pontificia Universidad Católica del Perú 2000 — 2005
Bachellor, Informatic Engineering
Alianza Francesa de Lima 2002 — 2002
Morgan Stanley January 2013 - Present
Skills
Agile Methodologies, Oracle, Business Analysis, Websphere, Integration, SDLC, Business Intelligence, Java Enterprise Edition, SOA, UML, Scrum, Software Development, Web Services, XML, Software Project..., WebSphere, SQL, Java, Requirements Analysis
Education
Pontificia Universidad Católica del Perú 2000 — 2005
Bachellor, Informatic Engineering
Alianza Francesa de Lima 2002 — 2002
Mark Philibosian, CFA's Morgan Stanley Experience August 2007 - November 2007
Job Consultant at EY
Industry Management Consulting
Experience
EY September 2015 - Present
BlackRock February 2012 - August 2013
UCLA Anderson School of Management 2013 - 2013
BlackRock October 2010 - April 2012
Ameriprise Financial May 2008 - July 2010
Morgan Stanley August 2007 - November 2007
Northwestern Mutual Financial Network June 2007 - August 2007
Superior Racket Stringing May 1999 - June 2006
Skills
Valuation, Asset Management, Portfolio Management, Investment Strategies, Finance, Management, Series 7, Equities, Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Fixed Income, Investments
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Strategy
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration
University of Otago 2006 — 2006
UCLA Anderson School of Management
EY September 2015 - Present
BlackRock February 2012 - August 2013
UCLA Anderson School of Management 2013 - 2013
BlackRock October 2010 - April 2012
Ameriprise Financial May 2008 - July 2010
Morgan Stanley August 2007 - November 2007
Northwestern Mutual Financial Network June 2007 - August 2007
Superior Racket Stringing May 1999 - June 2006
Skills
Valuation, Asset Management, Portfolio Management, Investment Strategies, Finance, Management, Series 7, Equities, Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Fixed Income, Investments
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Strategy
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration
University of Otago 2006 — 2006
UCLA Anderson School of Management
Doris Meng Jin's Morgan Stanley Experience June 2009 - December 2010
Job
Industry Fine Art
Experience
Christie's September 2013 - May 2014
Tyler Rollins Fine Art May 2013 - July 2013
Morgan Stanley June 2009 - December 2010
Morgan Stanley June 2008 - August 2008
Skills
Art History, Investment Banking, Art Marketing, Contemporary Art, Asian Art, Financial Modeling, Valuation, Bloomberg, Capital Markets, Emerging Markets, Financial Analysis, Due Diligence
Education
Pratt Institute 2012 — 2014
Master's Degree, Art History
Sorbonne University 2011 — 2011
French Language and Cultural Studies
Tsinghua University 2005 — 2009
Bachelor of Economics, Finance
Christie's September 2013 - May 2014
Tyler Rollins Fine Art May 2013 - July 2013
Morgan Stanley June 2009 - December 2010
Morgan Stanley June 2008 - August 2008
Skills
Art History, Investment Banking, Art Marketing, Contemporary Art, Asian Art, Financial Modeling, Valuation, Bloomberg, Capital Markets, Emerging Markets, Financial Analysis, Due Diligence
Education
Pratt Institute 2012 — 2014
Master's Degree, Art History
Sorbonne University 2011 — 2011
French Language and Cultural Studies
Tsinghua University 2005 — 2009
Bachelor of Economics, Finance
Emiliano Mendez Gallione's Morgan Stanley Experience July 2010 - March 2013
Job EM Credit Trader at Citibank
Industry Financial Services
Experience
Citi March 2013 - Present
Morgan Stanley July 2010 - March 2013
Santander Investment December 2006 - June 2010
Education
Universidad Torcuato di Tella 2002 — 2002
Master, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1996 — 2001
Bachelor in Business
Citi March 2013 - Present
Morgan Stanley July 2010 - March 2013
Santander Investment December 2006 - June 2010
Education
Universidad Torcuato di Tella 2002 — 2002
Master, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1996 — 2001
Bachelor in Business
Robert Whipple's Morgan Stanley Experience 2002 - 2004
Job Private Equity Investor, focused on consumer / retail
Industry Venture Capital & Private Equity
Experience
Apax Partners 2009 - Present
Cole Haan 2013 - Present
Advantage Sales & Marketing 2012 - 2014
Aurora Capital Group 2004 - 2007
Morgan Stanley 2002 - 2004
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Investments, Investment Banking, Corporate Development, Financial Analysis, LBO, Business Strategy, Hedge Funds, IPO, Leveraged Finance, PowerPoint, Principal Investing, Mergers & Acquisitions, Emerging Markets
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management
Pomona College
BA, Economics and Politics
Lake Forest High School
Apax Partners 2009 - Present
Cole Haan 2013 - Present
Advantage Sales & Marketing 2012 - 2014
Aurora Capital Group 2004 - 2007
Morgan Stanley 2002 - 2004
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Investments, Investment Banking, Corporate Development, Financial Analysis, LBO, Business Strategy, Hedge Funds, IPO, Leveraged Finance, PowerPoint, Principal Investing, Mergers & Acquisitions, Emerging Markets
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management
Pomona College
BA, Economics and Politics
Lake Forest High School
Cameron Hough's Morgan Stanley Experience June 2008 - August 2008
Job Associate Producer at Quartz
Industry Public Relations and Communications
Experience
Quartz March 2014 - Present
Quartz July 2013 - February 2014
Princeton University October 2009 - May 2013
Financial Times May 2012 - August 2012
Teach For America January 2011 - June 2012
Fortune Magazine June 2011 - August 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Research, Editing, Blogging, Public Speaking, Social Media, Copy Editing, Fact-checking, Fundraising, Non-profits, Event Planning, Journalism, Gorkana, Cision, Factiva, HTML, Community Outreach, Microsoft Office, PowerPoint, Qualitative Research, Tutoring, Teaching, Creative Writing, Matlab, Marketing, Media Relations, Event Management, Nonprofits, Facebook
Education
Princeton University 2009 — 2013
AB, Classics, African American Studies
The Hotchkiss School 2005 — 2009
Quartz March 2014 - Present
Quartz July 2013 - February 2014
Princeton University October 2009 - May 2013
Financial Times May 2012 - August 2012
Teach For America January 2011 - June 2012
Fortune Magazine June 2011 - August 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Research, Editing, Blogging, Public Speaking, Social Media, Copy Editing, Fact-checking, Fundraising, Non-profits, Event Planning, Journalism, Gorkana, Cision, Factiva, HTML, Community Outreach, Microsoft Office, PowerPoint, Qualitative Research, Tutoring, Teaching, Creative Writing, Matlab, Marketing, Media Relations, Event Management, Nonprofits, Facebook
Education
Princeton University 2009 — 2013
AB, Classics, African American Studies
The Hotchkiss School 2005 — 2009
Christopher B. Petot's Morgan Stanley Experience March 2006 - September 2006
Job MidAtlantic Business Manager @ Fairway Outdoor Advertising
Industry Accounting
Experience
Fairway Outdoor Advertising February 2013 - March 2014
US Bancorp April 2008 - December 2010
National College of Business & Technology January 2007 - May 2008
Merrill Lynch September 2006 - April 2008
Morgan Stanley March 2006 - September 2006
Appalachian News Express May 2005 - March 2006
Pike County Board of Education January 2004 - March 2006
THE MEN'S CORNER January 1999 - January 2006
Skills
Insurance, Team Building, Business Strategy, Accounting, Employee Benefits, Human Resources, Microsoft Excel, Marketing, Strategic Planning, Strategy, Management, Leadership, CRM, Cold Calling, Selling, Pricing, Investments, Small Business, Process Improvement, Banking, Mutual Funds, Time Management, Sales, Portfolio Management, Coaching, Sales Operations, Customer Service, Business Development, Analysis, Training, Financial Analysis, Strategic Financial..., Finance, Microsoft Office, Budgets, Business Planning, Risk Management, Mergers & Acquisitions, Account Management, Financial Reporting, Forecasting, New Business Development, Customer Retention, Accounts Payable, Account Reconciliation, Accounts Receivable, Series 7, Cash Flow, Executive Management, Managerial Finance
Education
Pikeville College 1999 — 2003
B.B.A., Accounting
Fairway Outdoor Advertising February 2013 - March 2014
US Bancorp April 2008 - December 2010
National College of Business & Technology January 2007 - May 2008
Merrill Lynch September 2006 - April 2008
Morgan Stanley March 2006 - September 2006
Appalachian News Express May 2005 - March 2006
Pike County Board of Education January 2004 - March 2006
THE MEN'S CORNER January 1999 - January 2006
Skills
Insurance, Team Building, Business Strategy, Accounting, Employee Benefits, Human Resources, Microsoft Excel, Marketing, Strategic Planning, Strategy, Management, Leadership, CRM, Cold Calling, Selling, Pricing, Investments, Small Business, Process Improvement, Banking, Mutual Funds, Time Management, Sales, Portfolio Management, Coaching, Sales Operations, Customer Service, Business Development, Analysis, Training, Financial Analysis, Strategic Financial..., Finance, Microsoft Office, Budgets, Business Planning, Risk Management, Mergers & Acquisitions, Account Management, Financial Reporting, Forecasting, New Business Development, Customer Retention, Accounts Payable, Account Reconciliation, Accounts Receivable, Series 7, Cash Flow, Executive Management, Managerial Finance
Education
Pikeville College 1999 — 2003
B.B.A., Accounting
Azar Navabpoor's Morgan Stanley Experience October 1987 - February 2002
Job sales professional at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. November 2004 - Present
Morgan Stanley October 1987 - February 2002
Skills
Social Networking, Customer Service, Leadership, Marketing Strategy, Sales Management, Social Media
Education
Pratt Institute 1977 — 1979
MS, Library and Information Science
Tiffany & Co. November 2004 - Present
Morgan Stanley October 1987 - February 2002
Skills
Social Networking, Customer Service, Leadership, Marketing Strategy, Sales Management, Social Media
Education
Pratt Institute 1977 — 1979
MS, Library and Information Science
Andrew Weis's Morgan Stanley Experience June 2014 - August 2014
Job Incoming Trainee at ECOM Trading
Industry International Trade and Development
Experience
ECOM Trading August 2015 - Present
Morgan Stanley June 2014 - August 2014
Lauder Institute Wharton Business School February 2013 - May 2014
Clipas August 2013 - November 2013
Banco Latinoamericano de Comercio Exterior, S.A. June 2013 - August 2013
Rwanda Partners June 2012 - July 2012
Outback Steakhouse June 2010 - August 2010
Education
Huntsman Program Wharton School University of Pennsylvania 2011 — 2015
BSE and BS, International Studies and Statistics/Finance
Pontifícia Universidade Católica de São Paulo 2013 — 2013
Exchange Student
Pontifícia Universidade Católica do Rio de Janeiro 2012 — 2012
Portuguese Intensive Language Study
ECOM Trading August 2015 - Present
Morgan Stanley June 2014 - August 2014
Lauder Institute Wharton Business School February 2013 - May 2014
Clipas August 2013 - November 2013
Banco Latinoamericano de Comercio Exterior, S.A. June 2013 - August 2013
Rwanda Partners June 2012 - July 2012
Outback Steakhouse June 2010 - August 2010
Education
Huntsman Program Wharton School University of Pennsylvania 2011 — 2015
BSE and BS, International Studies and Statistics/Finance
Pontifícia Universidade Católica de São Paulo 2013 — 2013
Exchange Student
Pontifícia Universidade Católica do Rio de Janeiro 2012 — 2012
Portuguese Intensive Language Study
Caio Monteiro de Oliveira's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley February 2011 - July 2014
Credit Suisse April 2010 - December 2010
Education
PUC-SP 2005 — 2010
Morgan Stanley August 2014 - Present
Morgan Stanley February 2011 - July 2014
Credit Suisse April 2010 - December 2010
Education
PUC-SP 2005 — 2010
Balasubramani Vijayasarathi's Morgan Stanley Experience November 2004 - May 2009
Job Senior Java developer at Capital One
Industry Retail
Experience
Capital One May 2014 - Present
OfficeMax June 2012 - April 2014
JPMorgan Chase June 2009 - April 2012
Morgan Stanley November 2004 - May 2009
Cognizant Technology Solutions 2004 - 2006
Skills
Java, J2EE, Struts, Jsp, Web Services, XML, XSL, Spring, Hibernate, iBatis, Oracle, Sybase, Subversion, WinCVS, Eclipse, JBoss Application Server, Weblogic, JUnit, Perforce, VSS, Tomcat 5, EJB 2.0/3.0, Ant, Unix, Linux, Maven
Education
Pondicherry University 1999 — 2003
Bachelor of Technology (BTech), Computer Science
Capital One May 2014 - Present
OfficeMax June 2012 - April 2014
JPMorgan Chase June 2009 - April 2012
Morgan Stanley November 2004 - May 2009
Cognizant Technology Solutions 2004 - 2006
Skills
Java, J2EE, Struts, Jsp, Web Services, XML, XSL, Spring, Hibernate, iBatis, Oracle, Sybase, Subversion, WinCVS, Eclipse, JBoss Application Server, Weblogic, JUnit, Perforce, VSS, Tomcat 5, EJB 2.0/3.0, Ant, Unix, Linux, Maven
Education
Pondicherry University 1999 — 2003
Bachelor of Technology (BTech), Computer Science
Barry Goldfarb's Morgan Stanley Experience March 2002 - February 2004
Job
Industry Translation and Localization
Experience
USAF February 1979 - Present
Morgan Stanley March 2002 - February 2004
Morgan Stanley April 1999 - February 2002
Jefferies March 1981 - May 1986
Bateman Eichler & Co July 1974 - June 1976
Paine Webber December 1967 - June 1974
Skills
Microsoft Office, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Internal Audit, Stock Management, Accounting, Corporate Finance, Account Reconciliation, Management, Leadership, Process Improvement, Risk Management, Finance, Banking, Program Management
Education
Yavapai College 2005 — 2008
Still studying for certifcation, Medical Billing & Coding
Pierce College 1975 — 1978
Associate of Arts (AA), Accounting and Finance
USAF February 1979 - Present
Morgan Stanley March 2002 - February 2004
Morgan Stanley April 1999 - February 2002
Jefferies March 1981 - May 1986
Bateman Eichler & Co July 1974 - June 1976
Paine Webber December 1967 - June 1974
Skills
Microsoft Office, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Internal Audit, Stock Management, Accounting, Corporate Finance, Account Reconciliation, Management, Leadership, Process Improvement, Risk Management, Finance, Banking, Program Management
Education
Yavapai College 2005 — 2008
Still studying for certifcation, Medical Billing & Coding
Pierce College 1975 — 1978
Associate of Arts (AA), Accounting and Finance
Debra Boyer's Morgan Stanley Experience January 2000 - January 2001
Job Accounting at The Standard
Industry Accounting
Experience
The Standard January 2014 - Present
The Standard 2004 - Present
The Standard January 2005 - January 2014
The Standard January 2004 - January 2005
The Standard January 2002 - January 2004
Morgan Stanley January 2000 - January 2001
Skills
Insurance, Accounting, Invoicing, Spreadsheets, Financial Statements, General Ledger, Auditing, Microsoft Excel, Internal Audit, Claim
Education
Portland Community College
The Standard January 2014 - Present
The Standard 2004 - Present
The Standard January 2005 - January 2014
The Standard January 2004 - January 2005
The Standard January 2002 - January 2004
Morgan Stanley January 2000 - January 2001
Skills
Insurance, Accounting, Invoicing, Spreadsheets, Financial Statements, General Ledger, Auditing, Microsoft Excel, Internal Audit, Claim
Education
Portland Community College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS