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.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Sanaa Sahi Sanaa Sahi's Morgan Stanley Experience 2007 - 2009
Job MSc Development Economics
Industry Financial Services
Experience
Morgan Stanley 2007 - 2009
Morgan Stanley January 2007 - August 2007
GE May 2006 - August 2006
Bank of America May 2005 - August 2005
Education
School of Oriental and African Studies, U. of London 2010 — 2011
Master of Science (M.Sc.), Development Economics
Purdue University - Krannert School of Management 2004 — 2006
Bachelor of Science (B.Sc.), Management, Minor in Finance
Morgan Stanley 2007 - 2009
Morgan Stanley January 2007 - August 2007
GE May 2006 - August 2006
Bank of America May 2005 - August 2005
Education
School of Oriental and African Studies, U. of London 2010 — 2011
Master of Science (M.Sc.), Development Economics
Purdue University - Krannert School of Management 2004 — 2006
Bachelor of Science (B.Sc.), Management, Minor in Finance
Wes Jarrett Wes Jarrett's Morgan Stanley Experience May 2010 - August 2010
Job Associate Equity Analyst at Spot Trading LLC
Industry Capital Markets
Experience
Spot Trading LLC July 2014 - Present
TRIS3CT January 2012 - June 2014
Ogilvy & Mather June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Telluride Academy May 2006 - July 2007
Skills
Financial Analysis, Equities, Valuation, Equity Derivatives, Hedging, Option Pricing Models, Volatility Arbitrage, Market Making, CRM, New Business Development
Education
Purdue University - Krannert School of Management 2007 — 2011
BS- Finance, Minor- Economics
Spot Trading LLC July 2014 - Present
TRIS3CT January 2012 - June 2014
Ogilvy & Mather June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Telluride Academy May 2006 - July 2007
Skills
Financial Analysis, Equities, Valuation, Equity Derivatives, Hedging, Option Pricing Models, Volatility Arbitrage, Market Making, CRM, New Business Development
Education
Purdue University - Krannert School of Management 2007 — 2011
BS- Finance, Minor- Economics
Orville Brown Orville Brown's Morgan Stanley Experience October 2013 - Present
Job Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley August 2011 - September 2013
Barclays Capital August 2008 - August 2011
Bear Stearns June 2001 - August 2008
Merrill Lynch May 1999 - April 2001
Lehman Brothers July 1997 - March 1999
Skills
SharePoint, SDLC, Software Project..., Access, Windows 7, Java, Software Documentation, SQL, Troubleshooting, Photoshop, MapInfo, Corel, Adobe Creative Suite, Flash, JavaScript, XML, HTML 5, ActionScript, Captivate, Illustrator, Trading Systems, Business Analysis, Equities, Investment Banking, Management, Disaster Recovery, Quality Assurance, Vendor Management, Change Management, Training, Quality Center, Visio, Sybase
Education
Master of Science (M.S.), Information Technology 2011 — 2013
Master of Science (M.S.), Software Development
City University of New York-Queens College 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Saint John's University 1991 — 1995
Bachelor of Science (B.S.), Biology
George W. Wingate 1988 — 1991
HS Diploma with Honors, Mathematics/Biology
Morgan Stanley October 2013 - Present
Morgan Stanley August 2011 - September 2013
Barclays Capital August 2008 - August 2011
Bear Stearns June 2001 - August 2008
Merrill Lynch May 1999 - April 2001
Lehman Brothers July 1997 - March 1999
Skills
SharePoint, SDLC, Software Project..., Access, Windows 7, Java, Software Documentation, SQL, Troubleshooting, Photoshop, MapInfo, Corel, Adobe Creative Suite, Flash, JavaScript, XML, HTML 5, ActionScript, Captivate, Illustrator, Trading Systems, Business Analysis, Equities, Investment Banking, Management, Disaster Recovery, Quality Assurance, Vendor Management, Change Management, Training, Quality Center, Visio, Sybase
Education
Master of Science (M.S.), Information Technology 2011 — 2013
Master of Science (M.S.), Software Development
City University of New York-Queens College 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Saint John's University 1991 — 1995
Bachelor of Science (B.S.), Biology
George W. Wingate 1988 — 1991
HS Diploma with Honors, Mathematics/Biology
Iosif Dassyras's Morgan Stanley Experience July 2015 - Present
Job Purdue University
Industry Mechanical or Industrial Engineering
Experience
Morgan Stanley July 2015 - Present
Applied Intelligent Systems Laboratory (AISL) February 2012 - May 2015
Morgan Stanley June 2014 - August 2014
HSBC Securities June 2013 - June 2013
Spiess High Performance Components and Engines May 2012 - May 2012
Skills
Matlab, Java, C++, Microsoft Office, Catia, Bloomberg, VBA, CATIA, Engineering, AutoCAD, Statistics
Education
Purdue University 2011 — 2015
Bachelor of Science (BS), Mechanical Engineering
The Moraitis School IB 2009 — 2011
Morgan Stanley July 2015 - Present
Applied Intelligent Systems Laboratory (AISL) February 2012 - May 2015
Morgan Stanley June 2014 - August 2014
HSBC Securities June 2013 - June 2013
Spiess High Performance Components and Engines May 2012 - May 2012
Skills
Matlab, Java, C++, Microsoft Office, Catia, Bloomberg, VBA, CATIA, Engineering, AutoCAD, Statistics
Education
Purdue University 2011 — 2015
Bachelor of Science (BS), Mechanical Engineering
The Moraitis School IB 2009 — 2011
Betty Katsaros's Morgan Stanley Experience September 2006 - March 2009
Job Registered Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
Deb Zehner Deb Zehner's Morgan Stanley Experience 1988 - 1991
Job Management Consultant
Industry Management Consulting
Experience
Self-employed 2007 - Present
CSC January 1997 - January 2007
Gemini Consulting May 1994 - December 1996
Morgan Stanley 1988 - 1991
Continental Airlines 1986 - 1988
Skills
Project Management, Analysis, Data Analysis, Marketing Strategy, Requirements Analysis, Competitive Analysis, FAA Licensed Pilot
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Operations Management and Supervision
Purdue University 1981 — 1985
Bachelor of Science (BS), Aviation Technology
Self-employed 2007 - Present
CSC January 1997 - January 2007
Gemini Consulting May 1994 - December 1996
Morgan Stanley 1988 - 1991
Continental Airlines 1986 - 1988
Skills
Project Management, Analysis, Data Analysis, Marketing Strategy, Requirements Analysis, Competitive Analysis, FAA Licensed Pilot
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Operations Management and Supervision
Purdue University 1981 — 1985
Bachelor of Science (BS), Aviation Technology
Victor Catano Victor Catano's Morgan Stanley Experience January 2001 - May 2003
Job Techincal Director at Conservatory of Dance at Purchase College
Industry Performing Arts
Experience
Conservatory of Dance at Purchase College October 2011 - Present
Chezzam May 1998 - Present
Chester Theatre Company May 2011 - August 2011
Southern Connecticut State University August 2009 - August 2011
Chester Theatre Company June 2010 - July 2010
Manhattan School of Music May 2003 - August 2009
Morgan Stanley January 2001 - May 2003
Connecticut Grand Opera & Orchestra April 1999 - November 2001
Emelin Theatre May 2000 - January 2001
Expanded Arts May 1998 - January 2000
Skills
Production Manager, Stage Manager, Technical Director, Event Manager, Video Production, Theater, Dance, Opera, Musical Theatre, Theatre, Theatrical Production, Performing Arts, Lighting, Production Managment, Stage Lighting, Stage Management, Lighting Design, Set Design, Festivals, Live Events, Production Management, Stage
Education
SUNY at Buffalo 1994 — 1996
Master of Arts (M.A.), Film/Theatre
Queen's University 1990 — 1994
Bachelor of Arts (BA) Honours, Film/Cinema/Video Studies
Conservatory of Dance at Purchase College October 2011 - Present
Chezzam May 1998 - Present
Chester Theatre Company May 2011 - August 2011
Southern Connecticut State University August 2009 - August 2011
Chester Theatre Company June 2010 - July 2010
Manhattan School of Music May 2003 - August 2009
Morgan Stanley January 2001 - May 2003
Connecticut Grand Opera & Orchestra April 1999 - November 2001
Emelin Theatre May 2000 - January 2001
Expanded Arts May 1998 - January 2000
Skills
Production Manager, Stage Manager, Technical Director, Event Manager, Video Production, Theater, Dance, Opera, Musical Theatre, Theatre, Theatrical Production, Performing Arts, Lighting, Production Managment, Stage Lighting, Stage Management, Lighting Design, Set Design, Festivals, Live Events, Production Management, Stage
Education
SUNY at Buffalo 1994 — 1996
Master of Arts (M.A.), Film/Theatre
Queen's University 1990 — 1994
Bachelor of Arts (BA) Honours, Film/Cinema/Video Studies
Nicholas Bressi's Morgan Stanley Experience December 2014 - September 2015
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - September 2015
SCS Contracting May 2014 - August 2014
Brady’s Restaurant May 2012 - August 2014
Ramsey Municipal Pool May 2008 - August 2014
Skills
Public Speaking, Leadership, Team Leadership, Recruiting, Analysis, Public Relations, Team Management, Microsoft Word, Microsoft Office, Microsoft Excel, Tenacious Work Ethic, Team Building, Social Skills, PowerPoint, Teamwork
Education
Purdue University 2012 — 2016
Bachelor's Degree, Economics and Finance, Junior
Purdue University
Morgan Stanley December 2014 - September 2015
SCS Contracting May 2014 - August 2014
Brady’s Restaurant May 2012 - August 2014
Ramsey Municipal Pool May 2008 - August 2014
Skills
Public Speaking, Leadership, Team Leadership, Recruiting, Analysis, Public Relations, Team Management, Microsoft Word, Microsoft Office, Microsoft Excel, Tenacious Work Ethic, Team Building, Social Skills, PowerPoint, Teamwork
Education
Purdue University 2012 — 2016
Bachelor's Degree, Economics and Finance, Junior
Purdue University
Rob Mihalyi's Morgan Stanley Experience 2009 - June 2012
Job Operations Analyst at Legal & General Investment Management America
Industry Financial Services
Experience
Brookfield Investment Management June 2012 - May 2014
Morgan Stanley 2009 - June 2012
Ford Motor Company June 2008 - August 2008
Skills
Cash Flow Management, Financial Analysis, Performance Reporting, Developing Client..., Problem Solving, Corporate Actions, Risk Mitigation, Process Improvement, Client Service, Client Communication, Internal Communications, Equity Derivatives, Risk Management, Financial Services, Hedge Funds, Accounting, Cash Flow, Client Services, Options, Microsoft Excel
Education
Purdue University 2005 — 2009
Bachelor of Science, Management and Finance
Brookfield Investment Management June 2012 - May 2014
Morgan Stanley 2009 - June 2012
Ford Motor Company June 2008 - August 2008
Skills
Cash Flow Management, Financial Analysis, Performance Reporting, Developing Client..., Problem Solving, Corporate Actions, Risk Mitigation, Process Improvement, Client Service, Client Communication, Internal Communications, Equity Derivatives, Risk Management, Financial Services, Hedge Funds, Accounting, Cash Flow, Client Services, Options, Microsoft Excel
Education
Purdue University 2005 — 2009
Bachelor of Science, Management and Finance
Donald Stewart Donald Stewart's Morgan Stanley Experience July 2007 - Present
Job Executive Director at Morgan Stanley Canada Limited
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
BMO Capital Markets May 2000 - June 2007
Falconbridge Mining June 1999 - May 2000
Terrafix® Geosynthetics Inc. 1994 - 1998
Skills
Capital Markets, Derivatives, Trading, Electronic Trading, Financial Markets, Options, Equity Derivatives, Financial Modeling, Securities, Hedging, Equity Valuation, Trading Systems, ETFs
Education
Queen's University 1998 — 1999
MBA, Business
Queen's University 1989 — 1994
Engineering, Civil, Environmental
Morgan Stanley July 2007 - Present
BMO Capital Markets May 2000 - June 2007
Falconbridge Mining June 1999 - May 2000
Terrafix® Geosynthetics Inc. 1994 - 1998
Skills
Capital Markets, Derivatives, Trading, Electronic Trading, Financial Markets, Options, Equity Derivatives, Financial Modeling, Securities, Hedging, Equity Valuation, Trading Systems, ETFs
Education
Queen's University 1998 — 1999
MBA, Business
Queen's University 1989 — 1994
Engineering, Civil, Environmental
Janhavi Nandre, CFA Janhavi Nandre, CFA's Morgan Stanley Experience June 2009 - April 2010
Job Assistant Vice President, Analytics at ITG
Industry Financial Services
Experience
ITG November 2013 - Present
TMX Group June 2010 - November 2013
Morgan Stanley June 2009 - April 2010
Skills
Equities, Capital Markets, Electronic Trading, Trading Systems, Market Data, Equity Trading, Financial Markets, Low Latency, Bloomberg, Derivatives, Trading, Equity Derivatives
Education
CFA Institute 2011 — 2013
Chartered Financial Analyst
Queen's University 2005 — 2009
B.Comm, Finance
ITG November 2013 - Present
TMX Group June 2010 - November 2013
Morgan Stanley June 2009 - April 2010
Skills
Equities, Capital Markets, Electronic Trading, Trading Systems, Market Data, Equity Trading, Financial Markets, Low Latency, Bloomberg, Derivatives, Trading, Equity Derivatives
Education
CFA Institute 2011 — 2013
Chartered Financial Analyst
Queen's University 2005 — 2009
B.Comm, Finance
Priyanka Tayal Priyanka Tayal's Morgan Stanley Experience June 2005 - October 2007
Job Strategy Officer at IFC International Finance Corporation (World Bank Group)
Industry International Trade and Development
Experience
IFC - International Finance Corporation May 2012 - Present
IFC - International Finance Corporation July 2011 - May 2012
IFC - International Finance Corporation June 2010 - June 2011
Credituyo March 2010 - May 2010
Merrill Lynch October 2007 - May 2009
Morgan Stanley June 2005 - October 2007
PricewaterhouseCoopers May 2003 - July 2003
Skills
International..., Strategy, Cross-functional Team..., Program Management, Analysis, Business Strategy, Market Research, Project Management, CRM, Financial Analysis, Training, Project Planning, Process Improvement, Finance, Risk Management, Leadership, Economics, Research, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business & Affairs, Economic Development
University of Miami - School of Business 2001 — 2005
BBA, Economics, Marketing
Queen Mary University of London 2004 — 2004
International School of Tanganyika 1998 — 2001
International Baccalaureate
IFC - International Finance Corporation May 2012 - Present
IFC - International Finance Corporation July 2011 - May 2012
IFC - International Finance Corporation June 2010 - June 2011
Credituyo March 2010 - May 2010
Merrill Lynch October 2007 - May 2009
Morgan Stanley June 2005 - October 2007
PricewaterhouseCoopers May 2003 - July 2003
Skills
International..., Strategy, Cross-functional Team..., Program Management, Analysis, Business Strategy, Market Research, Project Management, CRM, Financial Analysis, Training, Project Planning, Process Improvement, Finance, Risk Management, Leadership, Economics, Research, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business & Affairs, Economic Development
University of Miami - School of Business 2001 — 2005
BBA, Economics, Marketing
Queen Mary University of London 2004 — 2004
International School of Tanganyika 1998 — 2001
International Baccalaureate
Anubhav Khanna Anubhav Khanna's Morgan Stanley Experience January 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
JPMorgan Chase May 2007 - January 2010
Bunge Global Markets June 2005 - April 2007
Citizens Bank (Royal Bank of Scotland) February 2005 - May 2005
Skills
Business Analysis, Requirements Analysis, SDLC, Budgeting, Derivatives, Project Management, FX Settlement, Central Clearing..., Commodity, Analysis, Budgets, Risk Management, Equities, Data Analysis, UML, SQL, Financial Analysis, Management, Business Intelligence
Education
University of Florida 2002 — 2004
Master of Science (MS), Industrial and systems engineering
Punjab Technical University 1998 — 2002
Industrial Engineering
Morgan Stanley January 2010 - Present
JPMorgan Chase May 2007 - January 2010
Bunge Global Markets June 2005 - April 2007
Citizens Bank (Royal Bank of Scotland) February 2005 - May 2005
Skills
Business Analysis, Requirements Analysis, SDLC, Budgeting, Derivatives, Project Management, FX Settlement, Central Clearing..., Commodity, Analysis, Budgets, Risk Management, Equities, Data Analysis, UML, SQL, Financial Analysis, Management, Business Intelligence
Education
University of Florida 2002 — 2004
Master of Science (MS), Industrial and systems engineering
Punjab Technical University 1998 — 2002
Industrial Engineering
Jay Lynch Jay Lynch's Morgan Stanley Experience January 1977 - May 1979
Job Director of Marketing at Meridian Compensation Partners, LLC
Industry Human Resources
Experience
Meridian Compensation Partners, LLC January 2012 - Present
Lynch Consulting Services, LLC January 2006 - Present
Hewitt Associates January 1989 - January 2006
ARC Systems 1987 - 1988
IHS Global Insight 1981 - 1987
Morgan Stanley January 1977 - May 1979
Skills
Sales Management, Direct Sales, Sales Presentations, Customer Service, Customer Satisfaction, Customer Acquisition, Customer Oriented, Training, Training Delivery, Education, New Hire Training, Recruiting, Recruitment Training, Talent Management, Executive Pay, Compensation & Benefit, Compensation Structure..., Employee Benefits, Defined Benefit, Defined Contribution, 401k, Employee Commitment, Corporate Communications, Investment Advisory, Securities, Employee Relations, Benefits Administration, Benefits Design, Corporate Benefits, Start-ups, Human Resources, Deferred Compensation, Management, Leadership, CRM, Executive Management, Account Management, Consulting, Sales Operations, HR Consulting, Market Research
Education
University of California, San Diego 1975 — 1977
MA, Economics
Purdue University - Krannert School of Management 1971 — 1975
BS, Cum Laude, Honors Economics
Meridian Compensation Partners, LLC January 2012 - Present
Lynch Consulting Services, LLC January 2006 - Present
Hewitt Associates January 1989 - January 2006
ARC Systems 1987 - 1988
IHS Global Insight 1981 - 1987
Morgan Stanley January 1977 - May 1979
Skills
Sales Management, Direct Sales, Sales Presentations, Customer Service, Customer Satisfaction, Customer Acquisition, Customer Oriented, Training, Training Delivery, Education, New Hire Training, Recruiting, Recruitment Training, Talent Management, Executive Pay, Compensation & Benefit, Compensation Structure..., Employee Benefits, Defined Benefit, Defined Contribution, 401k, Employee Commitment, Corporate Communications, Investment Advisory, Securities, Employee Relations, Benefits Administration, Benefits Design, Corporate Benefits, Start-ups, Human Resources, Deferred Compensation, Management, Leadership, CRM, Executive Management, Account Management, Consulting, Sales Operations, HR Consulting, Market Research
Education
University of California, San Diego 1975 — 1977
MA, Economics
Purdue University - Krannert School of Management 1971 — 1975
BS, Cum Laude, Honors Economics
Ed Altman's Morgan Stanley Experience 1996 - 2008
Job Vice President, Sr. Project Mgr., Reference Data Product Change at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2013 - Present
Credit Suisse Asset Management April 2011 - Present
Various Entities 1998 - Present
Credit Suisse Group July 2008 - May 2011
Morgan Stanley 1996 - 2008
Morgan Stanley Prime Brokerage 2002 - 2007
Knight-Ridder Financial September 1994 - November 1996
Micro bank 1996 - 1996
Dow Jones Telerate September 1985 - August 1994
Informatics General Corp. 1980 - 1985
Skills
Requirements Analysis, Business Analysis, Vendor Management, Asset Management, Software Project..., Voice Acting, Project Management, Process Improvement, Integration, Asset Managment, Financial Services, Project Delivery, Management, Requirements Gathering
Education
Purchase College, SUNY
BA/LA, Literature, History
Credit Suisse December 2013 - Present
Credit Suisse Asset Management April 2011 - Present
Various Entities 1998 - Present
Credit Suisse Group July 2008 - May 2011
Morgan Stanley 1996 - 2008
Morgan Stanley Prime Brokerage 2002 - 2007
Knight-Ridder Financial September 1994 - November 1996
Micro bank 1996 - 1996
Dow Jones Telerate September 1985 - August 1994
Informatics General Corp. 1980 - 1985
Skills
Requirements Analysis, Business Analysis, Vendor Management, Asset Management, Software Project..., Voice Acting, Project Management, Process Improvement, Integration, Asset Managment, Financial Services, Project Delivery, Management, Requirements Gathering
Education
Purchase College, SUNY
BA/LA, Literature, History
William Zed William Zed's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Queen's University Investment Counsel March 2014 - June 2015
Morgan Stanley June 2014 - August 2014
Queen's University Investment Counsel March 2013 - March 2014
Grant Thornton LLP May 2013 - August 2013
Southwest Properties May 2012 - August 2012
Skills
Capital Markets, Investment Properties, Capital IQ, Equities, Financial Analysis, Securities, Real Estate Development, Risk Management, PowerPoint, Research, Property Management, Microsoft Excel, Investment Banking, Portfolio Management, Financial Reporting, Analysis, Marketing Strategy, Data Analysis, Liquidation
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Finance
Citadel High School 2009 — 2011
Morgan Stanley June 2015 - Present
Queen's University Investment Counsel March 2014 - June 2015
Morgan Stanley June 2014 - August 2014
Queen's University Investment Counsel March 2013 - March 2014
Grant Thornton LLP May 2013 - August 2013
Southwest Properties May 2012 - August 2012
Skills
Capital Markets, Investment Properties, Capital IQ, Equities, Financial Analysis, Securities, Real Estate Development, Risk Management, PowerPoint, Research, Property Management, Microsoft Excel, Investment Banking, Portfolio Management, Financial Reporting, Analysis, Marketing Strategy, Data Analysis, Liquidation
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Finance
Citadel High School 2009 — 2011
Sukhinder Pal Singh's Morgan Stanley Experience February 2001 - June 2001
Job Technical Team Lead/ Solution Architect
Industry Information Technology and Services
Experience
Rogers Communications March 2014 - Present
The Economical Insurance Group July 2010 - March 2014
IBM July 2006 - June 2010
RIM April 2006 - July 2006
m-Trilogix (Toronto, Canada) - A division of CRM Trilogix Communications Group Inc. December 2005 - April 2006
Bulk Petroleum Corporation February 2003 - December 2005
22nd Century Technologies January 2001 - February 2003
Knight Capital Group June 2001 - December 2001
Morgan Stanley February 2001 - June 2001
Skills
Agile Methodologies, SDLC, Java Enterprise Edition, Requirements Analysis, Oracle, Weblogic, Software Project..., DB2, Web Services, SOA, Struts, Business Analysis, JSP
Education
DCSE, Punjabi University, India 1995 — 1997
M.Tech., Computer Sc. & Engg.
DCSE, Pbi. Uni. , India 1994 — 1995
PGDCA, Computer Applications
Punjabi University 1989 — 1991
M.Sc., Physics
Rogers Communications March 2014 - Present
The Economical Insurance Group July 2010 - March 2014
IBM July 2006 - June 2010
RIM April 2006 - July 2006
m-Trilogix (Toronto, Canada) - A division of CRM Trilogix Communications Group Inc. December 2005 - April 2006
Bulk Petroleum Corporation February 2003 - December 2005
22nd Century Technologies January 2001 - February 2003
Knight Capital Group June 2001 - December 2001
Morgan Stanley February 2001 - June 2001
Skills
Agile Methodologies, SDLC, Java Enterprise Edition, Requirements Analysis, Oracle, Weblogic, Software Project..., DB2, Web Services, SOA, Struts, Business Analysis, JSP
Education
DCSE, Punjabi University, India 1995 — 1997
M.Tech., Computer Sc. & Engg.
DCSE, Pbi. Uni. , India 1994 — 1995
PGDCA, Computer Applications
Punjabi University 1989 — 1991
M.Sc., Physics
Yemi Pickard Yemi Pickard's Morgan Stanley Experience June 2011 - Present
Job Executive Assistant at Morgan Stanley
Industry Nonprofit Organization Management
Experience
Morgan Stanley June 2011 - Present
Conservatory of Music September 2010 - December 2011
Cobble Creek Builders, Inc January 2007 - June 2011
United States August 2001 - June 2011
Service For Peace August 2001 - June 2011
ABS Productions January 2005 - January 2007
Skills
Administrative..., Public Relations, Budgets, Marketing, Process Scheduler, Travel Arrangements, Finance, Calendars, Legal Writing, Event Planning, Nonprofits, Fundraising, Microsoft Office, Social Media, Account Reconciliation, Public Speaking, Editing, PowerPoint, Event Management, Facebook
Education
SUNY Purchase 2010 — 2011
Bachelor of Arts, Liberal Arts
Morgan Stanley June 2011 - Present
Conservatory of Music September 2010 - December 2011
Cobble Creek Builders, Inc January 2007 - June 2011
United States August 2001 - June 2011
Service For Peace August 2001 - June 2011
ABS Productions January 2005 - January 2007
Skills
Administrative..., Public Relations, Budgets, Marketing, Process Scheduler, Travel Arrangements, Finance, Calendars, Legal Writing, Event Planning, Nonprofits, Fundraising, Microsoft Office, Social Media, Account Reconciliation, Public Speaking, Editing, PowerPoint, Event Management, Facebook
Education
SUNY Purchase 2010 — 2011
Bachelor of Arts, Liberal Arts
David Filosa's Morgan Stanley Experience 2007 - 2009
Job Law Enforcement Certification Program Metro State University
Industry Law Enforcement
Experience
University of St. Thomas January 2010 - January 2012
Bigos Management, Inc. 2010 - 2010
Morgan Stanley 2007 - 2009
Barnes & Noble February 2001 - February 2007
Education
Purchase College, SUNY 2007 — 2009
BA, Liberal Studies
University of St. Thomas January 2010 - January 2012
Bigos Management, Inc. 2010 - 2010
Morgan Stanley 2007 - 2009
Barnes & Noble February 2001 - February 2007
Education
Purchase College, SUNY 2007 — 2009
BA, Liberal Studies
Rachel Steuermann's Morgan Stanley Experience April 2010 - July 2013
Job Director, Employee Communications at McGraw Hill Financial
Industry Public Relations and Communications
Experience
McGraw Hill Financial July 2015 - Present
Barclays July 2013 - July 2015
Morgan Stanley April 2010 - July 2013
UBS Investment Bank May 2009 - November 2009
UBS Investment Bank April 2006 - February 2009
UBS Investment Bank April 2004 - April 2006
Deutsche Asset Management 2001 - 2003
Zurich Scudder Investments 1991 - 2001
Skills
Internal Communications, Change Management, Corporate Communications, Strategy, Strategic Planning, Event Management, Leadership Development, Communication Training, Public Speaking, Editing, Management, Strategic Communications, Technical Writing, CRM, Content Management, Public Relations, Crisis Communications, Marketing Communications, Leadership, Program Management, Media Relations, Employee Relations, Creative Direction, Software Documentation, Web Content, Speech Writing, Social Media, Investor Relations, Thought Leadership, Content Strategy, Integrated Marketing, Content Development, Press Releases, Copywriting, Social Networking, New Media, Digital Media
Education
State University of New York College at Purchase
Bachelor’s Degree
Stony Brook University
Master’s Degree
McGraw Hill Financial July 2015 - Present
Barclays July 2013 - July 2015
Morgan Stanley April 2010 - July 2013
UBS Investment Bank May 2009 - November 2009
UBS Investment Bank April 2006 - February 2009
UBS Investment Bank April 2004 - April 2006
Deutsche Asset Management 2001 - 2003
Zurich Scudder Investments 1991 - 2001
Skills
Internal Communications, Change Management, Corporate Communications, Strategy, Strategic Planning, Event Management, Leadership Development, Communication Training, Public Speaking, Editing, Management, Strategic Communications, Technical Writing, CRM, Content Management, Public Relations, Crisis Communications, Marketing Communications, Leadership, Program Management, Media Relations, Employee Relations, Creative Direction, Software Documentation, Web Content, Speech Writing, Social Media, Investor Relations, Thought Leadership, Content Strategy, Integrated Marketing, Content Development, Press Releases, Copywriting, Social Networking, New Media, Digital Media
Education
State University of New York College at Purchase
Bachelor’s Degree
Stony Brook University
Master’s Degree
Atanas Vanchev, FRM Atanas Vanchev, FRM's Morgan Stanley Experience October 2007 - January 2008
Job Quantitative Investment Strategist at XL Catlin
Industry Financial Services
Experience
XL Catlin May 2015 - Present
Catlin October 2011 - May 2015
Citadel Investment Group August 2010 - October 2011
Credit Suisse July 2009 - August 2010
JP Morgan May 2008 - June 2009
Morgan Stanley October 2007 - January 2008
Navistar Inc May 2003 - January 2007
Skills
Risk Management, Equity Trading, Fixed Income, Structured Products, Matlab, R, VBA, SQL, Financial Engineering, Portfolio Management, Derivatives, Hedge Funds, Equities, Quantitative Finance, Financial Risk, Trading, VAR, Market Risk, Bloomberg, Credit Derivatives, Capital Markets, Financial Structuring, Options, Equity Derivatives, Financial Modeling, Investments, Valuation, Financial Analysis, Financial Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2008
Master's, Financial Engineering
Purdue University 2002 — 2006
BS, Computer Science, 4.0
Purdue University 2002 — 2006
BS, Mathematics, 4.0
XL Catlin May 2015 - Present
Catlin October 2011 - May 2015
Citadel Investment Group August 2010 - October 2011
Credit Suisse July 2009 - August 2010
JP Morgan May 2008 - June 2009
Morgan Stanley October 2007 - January 2008
Navistar Inc May 2003 - January 2007
Skills
Risk Management, Equity Trading, Fixed Income, Structured Products, Matlab, R, VBA, SQL, Financial Engineering, Portfolio Management, Derivatives, Hedge Funds, Equities, Quantitative Finance, Financial Risk, Trading, VAR, Market Risk, Bloomberg, Credit Derivatives, Capital Markets, Financial Structuring, Options, Equity Derivatives, Financial Modeling, Investments, Valuation, Financial Analysis, Financial Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2008
Master's, Financial Engineering
Purdue University 2002 — 2006
BS, Computer Science, 4.0
Purdue University 2002 — 2006
BS, Mathematics, 4.0
George R Lovas Jr George R Lovas Jr's Morgan Stanley Experience 1992 - 2007
Job Quant Developer at Private Investment Firm managing 2B AUM
Industry Financial Services
Experience
Quantum Solutions Plus, LLC January 2009 - Present
Private Investment Firm managing 2B AUM May 2014 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) September 2013 - January 2014
Private Equity FIrm June 2013 - August 2013
Fir Tree Partners, LP November 2011 - May 2013
OppenheimerFunds October 2010 - August 2011
GoldenTree Asset Management May 2010 - August 2011
Millennium Partners 2009 - 2010
Duff Capital Advisors March 2008 - January 2009
Morgan Stanley 1992 - 2007
Skills
Derivatives, Fixed Income, Hedge Funds, Risk Management, Trading, Investment Banking, Portfolio Management, Financial Risk, Valuation, Enterprise Architecture, Integration, Financial Services, Business Analysis, Trading Systems, Equities, Finance, Due Diligence, Financial Markets, Start-ups, FX Options, Mergers & Acquisitions, Securities, Structured Products, Analysis
Education
University of California 1989 — 1991
Post graduate studies languages, political science
Columbia Business School
Purdue University
BS Chemical Engineering, Mathematics
Quantum Solutions Plus, LLC January 2009 - Present
Private Investment Firm managing 2B AUM May 2014 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) September 2013 - January 2014
Private Equity FIrm June 2013 - August 2013
Fir Tree Partners, LP November 2011 - May 2013
OppenheimerFunds October 2010 - August 2011
GoldenTree Asset Management May 2010 - August 2011
Millennium Partners 2009 - 2010
Duff Capital Advisors March 2008 - January 2009
Morgan Stanley 1992 - 2007
Skills
Derivatives, Fixed Income, Hedge Funds, Risk Management, Trading, Investment Banking, Portfolio Management, Financial Risk, Valuation, Enterprise Architecture, Integration, Financial Services, Business Analysis, Trading Systems, Equities, Finance, Due Diligence, Financial Markets, Start-ups, FX Options, Mergers & Acquisitions, Securities, Structured Products, Analysis
Education
University of California 1989 — 1991
Post graduate studies languages, political science
Columbia Business School
Purdue University
BS Chemical Engineering, Mathematics
Mark van der Zwan Mark van der Zwan's Morgan Stanley Experience September 2004 - Present
Job Managing Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2004 - Present
Education
Queen's University 1998 — 1999
Master of Business Administration (MBA), Finance
Queen's University 1991 — 1995
Bachelor of Science (B.Sc.), Chemistry
Morgan Stanley September 2004 - Present
Education
Queen's University 1998 — 1999
Master of Business Administration (MBA), Finance
Queen's University 1991 — 1995
Bachelor of Science (B.Sc.), Chemistry
Anthony F Xuereb Anthony F Xuereb's Morgan Stanley Experience February 1994 - January 1996
Job Institutional Client and Consultant Relations
Industry Investment Management
Experience
AllianceBernstein September 2006 - April 2011
AllianceBernstein January 2001 - August 2006
AllianceBernstein May 1998 - December 2000
AllianceBernstein February 1996 - April 1998
Morgan Stanley February 1994 - January 1996
Skills
Portfolio Management, Equity Research, Technology Research, Equities, Investments, Asset Management, Equity Valuation, Bloomberg, Equity Trading, Fundamental Research, Buy-side, Morningstar, RFP, UCITS
Education
Queens College
BA, Accounting
AllianceBernstein September 2006 - April 2011
AllianceBernstein January 2001 - August 2006
AllianceBernstein May 1998 - December 2000
AllianceBernstein February 1996 - April 1998
Morgan Stanley February 1994 - January 1996
Skills
Portfolio Management, Equity Research, Technology Research, Equities, Investments, Asset Management, Equity Valuation, Bloomberg, Equity Trading, Fundamental Research, Buy-side, Morningstar, RFP, UCITS
Education
Queens College
BA, Accounting
Runkang Hu's Morgan Stanley Experience July 2013 - August 2013
Job Student at Purdue University
Industry Accounting
Experience
Purdue University August 2012 - Present
Journal of Purdue Undergraduate Research October 2013 - Present
Cummins Inc. May 2014 - August 2014
Morgan Stanley July 2013 - August 2013
Colliers-International May 2013 - June 2013
Purdue University April 2013 - May 2013
Prudential Assurance July 2012 - July 2012
Skills
Microsoft Office, Time Management, Efficiency, Art History, European History, Photoshop, Communication, Behavioral Research, Community Outreach, Research, Financial Accounting, Financial Analysis, Tax
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor of Science (BS), Accounting, Finance and Supply Chain & Analytics
Dulwich College Suzhou 2008 — 2011
British GCE Advanced Level and IGCSE Diploma, Mathematics(A), Physics(B), Chemistry(A) and Business Studies(A*), 480 UCAS Traiff Points
Purdue University August 2012 - Present
Journal of Purdue Undergraduate Research October 2013 - Present
Cummins Inc. May 2014 - August 2014
Morgan Stanley July 2013 - August 2013
Colliers-International May 2013 - June 2013
Purdue University April 2013 - May 2013
Prudential Assurance July 2012 - July 2012
Skills
Microsoft Office, Time Management, Efficiency, Art History, European History, Photoshop, Communication, Behavioral Research, Community Outreach, Research, Financial Accounting, Financial Analysis, Tax
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor of Science (BS), Accounting, Finance and Supply Chain & Analytics
Dulwich College Suzhou 2008 — 2011
British GCE Advanced Level and IGCSE Diploma, Mathematics(A), Physics(B), Chemistry(A) and Business Studies(A*), 480 UCAS Traiff Points
Roger Loesch's Morgan Stanley Experience August 2003 - January 2006
Job Vice President, Market Risk, Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
Bank of America - Merrill Lynch Division 2010 - 2013
Wachovia Securities, LLC July 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Merrill Lynch April 2000 - May 2002
Morgan Stanley January 1999 - April 2000
A.T. Kearney January 1997 - April 1999
Christie's December 1992 - December 1996
Kraft Foods Group June 1986 - December 1992
Skills
Wealth Management, Private Equity, Strategy, Investments, Financial Services, Financial Modeling, Accounting, Insurance, Corporate Finance, Banking, Financial Management, Operations Management, Asset Managment, Team Leadership, Organizational..., Recruiting, Project Management, Securities, Strategic Finance, Matrix Management, Business Continuity..., Portfolio Optimization, Portfolio Management, Compliance Oversight, Risk Management, Strategic Financial..., Management, Economics, Human Resource Planning, Compensation Strategies, Real Estate Negotiating, Location Management, Facilities Management, Global Leadership, Multi-Site Experience, Cross Functional Team..., Offshore Solutions, Financial Projection, Corporate Budgeting, Negotiation, Cost-containment, Administration, Cost Control, Sales&Marketing, Presentations, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Organizational Review, Change Management
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance with Honors
Purdue University - Krannert School of Management 1981 — 1985
B.S., General Management
Bank of America 2013 - Present
Bank of America - Merrill Lynch Division 2010 - 2013
Wachovia Securities, LLC July 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Merrill Lynch April 2000 - May 2002
Morgan Stanley January 1999 - April 2000
A.T. Kearney January 1997 - April 1999
Christie's December 1992 - December 1996
Kraft Foods Group June 1986 - December 1992
Skills
Wealth Management, Private Equity, Strategy, Investments, Financial Services, Financial Modeling, Accounting, Insurance, Corporate Finance, Banking, Financial Management, Operations Management, Asset Managment, Team Leadership, Organizational..., Recruiting, Project Management, Securities, Strategic Finance, Matrix Management, Business Continuity..., Portfolio Optimization, Portfolio Management, Compliance Oversight, Risk Management, Strategic Financial..., Management, Economics, Human Resource Planning, Compensation Strategies, Real Estate Negotiating, Location Management, Facilities Management, Global Leadership, Multi-Site Experience, Cross Functional Team..., Offshore Solutions, Financial Projection, Corporate Budgeting, Negotiation, Cost-containment, Administration, Cost Control, Sales&Marketing, Presentations, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Organizational Review, Change Management
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance with Honors
Purdue University - Krannert School of Management 1981 — 1985
B.S., General Management
Mingyi Zhou's Morgan Stanley Experience June 2011 - July 2011
Job Student at Purdue University
Industry Management Consulting
Experience
Morgan Stanley June 2011 - July 2011
Skills
Communication, Data Analysis, Volunteer Management
Education
Purdue University 2012 — 2016
Suzhou Foreign Language School 2009 — 2012
10-12
Morgan Stanley June 2011 - July 2011
Skills
Communication, Data Analysis, Volunteer Management
Education
Purdue University 2012 — 2016
Suzhou Foreign Language School 2009 — 2012
10-12
Brad Hintz Brad Hintz's Morgan Stanley Experience 1986 - 1996
Job Financial Executive
Industry Investment Management
Experience
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
Amanda L. Bennett's Morgan Stanley Experience April 1998 - April 2006
Job Office Administration at Family Office
Industry Oil & Energy
Experience
Family Office September 2011 - Present
ContourGlobal June 2007 - May 2010
Morgan Stanley April 1998 - April 2006
Skills
Microsoft Excel, Microsoft Office, Outlook, Project Management, Microsoft Word, Research, Management, Team Leadership, Editing, Marketing Strategy, Social Media, PowerPoint, Leadership
Education
Wesleyan University 1992 — 1996
BA, Theater
Punahou School 1990 — 1992
Loyola College Prep 1988 — 1990
Rusheon Junior High 1986 — 1988
Waller Elementary School 1983 — 1986
School Street School 1981 — 1983
Family Office September 2011 - Present
ContourGlobal June 2007 - May 2010
Morgan Stanley April 1998 - April 2006
Skills
Microsoft Excel, Microsoft Office, Outlook, Project Management, Microsoft Word, Research, Management, Team Leadership, Editing, Marketing Strategy, Social Media, PowerPoint, Leadership
Education
Wesleyan University 1992 — 1996
BA, Theater
Punahou School 1990 — 1992
Loyola College Prep 1988 — 1990
Rusheon Junior High 1986 — 1988
Waller Elementary School 1983 — 1986
School Street School 1981 — 1983
John Hagelgans's Morgan Stanley Experience 1991 - 1993
Job CTO Greenlight
Industry Internet
Experience
Lucera HQ October 2013 - March 2014
BNP Paribas August 2012 - September 2013
Bid That, Inc. 2012 - September 2012
NYSE and Burstream 2011 - 2011
Joyent 2010 - 2011
Cutler Group, LP 2008 - 2009
Tower Three Capital, Inc. 2004 - 2007
Yahoo! Inc. 1998 - 2003
Credit Suisse First Boston 1993 - 1995
Morgan Stanley 1991 - 1993
Skills
Business Development, Options, Trading, Finance, Venture Capital, CRM, Electronic Trading, Entrepreneurship, Project Management, Start-ups, Strategy, Marketing, Distributed Systems, Management, Financial Modeling, SaaS, Financial Markets, Financial Risk, Enterprise Software, FX Options, Business Analysis, Trading Systems, Risk Management, Analytics, Derivatives, Equities, Commodity
Education
Purdue University 1979 — 1983
BS
Purdue University
Lucera HQ October 2013 - March 2014
BNP Paribas August 2012 - September 2013
Bid That, Inc. 2012 - September 2012
NYSE and Burstream 2011 - 2011
Joyent 2010 - 2011
Cutler Group, LP 2008 - 2009
Tower Three Capital, Inc. 2004 - 2007
Yahoo! Inc. 1998 - 2003
Credit Suisse First Boston 1993 - 1995
Morgan Stanley 1991 - 1993
Skills
Business Development, Options, Trading, Finance, Venture Capital, CRM, Electronic Trading, Entrepreneurship, Project Management, Start-ups, Strategy, Marketing, Distributed Systems, Management, Financial Modeling, SaaS, Financial Markets, Financial Risk, Enterprise Software, FX Options, Business Analysis, Trading Systems, Risk Management, Analytics, Derivatives, Equities, Commodity
Education
Purdue University 1979 — 1983
BS
Purdue University
Michael Dattolo's Morgan Stanley Experience 1997 - 2000
Job Owner at Hide N Go Sleep Wall Beds
Industry Furniture
Experience
Hide N Go Sleep Wall Beds January 2013 - Present
Mexican Mike's October 2009 - March 2012
Pupcake Dog Bakery 2008 - 2011
The Laughing Burrito 2007 - 2009
Otto's Restaurant 2006 - 2009
Deutsche Bank 2001 - 2003
Lehman Brothers 2000 - 2001
Morgan Stanley 1997 - 2000
Skills
Customer Service, Sales Management, Small Business, Furniture, Strategic Planning, New Business Development, Strategic Financial..., Entrepreneurship, Negotiation, Real Estate, Team Building, Budgets, Finance, Account Management, Investments, Management Consulting, Start-ups, Contract Negotiation, Business Strategy, Operations Management, Strategy, Manufacturing, Risk Management, Business Development, Leadership, Business Planning, Sales, Management, Marketing Strategy, Insurance, B2B, Marketing, Online Marketing, Selling, Financial Analysis
Education
Purdue University 1993 — 1997
BS, Financial Planning
Hide N Go Sleep Wall Beds January 2013 - Present
Mexican Mike's October 2009 - March 2012
Pupcake Dog Bakery 2008 - 2011
The Laughing Burrito 2007 - 2009
Otto's Restaurant 2006 - 2009
Deutsche Bank 2001 - 2003
Lehman Brothers 2000 - 2001
Morgan Stanley 1997 - 2000
Skills
Customer Service, Sales Management, Small Business, Furniture, Strategic Planning, New Business Development, Strategic Financial..., Entrepreneurship, Negotiation, Real Estate, Team Building, Budgets, Finance, Account Management, Investments, Management Consulting, Start-ups, Contract Negotiation, Business Strategy, Operations Management, Strategy, Manufacturing, Risk Management, Business Development, Leadership, Business Planning, Sales, Management, Marketing Strategy, Insurance, B2B, Marketing, Online Marketing, Selling, Financial Analysis
Education
Purdue University 1993 — 1997
BS, Financial Planning
Christine Bancroft's Morgan Stanley Experience July 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
The Queen's Business Review March 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Queen's Global Markets (QGM) July 2013 - January 2014
Queen's Women in Leadership January 2013 - November 2013
TD Asset Management May 2013 - August 2013
Queen's School of Business March 2013 - April 2013
Queen's Women in Leadership January 2012 - November 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Critical Thinking, Microsoft Word, Teamwork, Public Speaking, Customer Service, Team Leadership, French, Research, Leadership, Strategic Planning, English, Teaching, Project Planning, Time Management, Event Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Finance
Sciences Po 2014 — 2014
Master in Economics and Business
The University of Hong Kong 2012 — 2012
Global Business in Asia, International Business
South Island School 2009 — 2011
International Baccalaureate Diploma, 44 IB Diploma Points
Morgan Stanley July 2015 - Present
The Queen's Business Review March 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Queen's Global Markets (QGM) July 2013 - January 2014
Queen's Women in Leadership January 2013 - November 2013
TD Asset Management May 2013 - August 2013
Queen's School of Business March 2013 - April 2013
Queen's Women in Leadership January 2012 - November 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Critical Thinking, Microsoft Word, Teamwork, Public Speaking, Customer Service, Team Leadership, French, Research, Leadership, Strategic Planning, English, Teaching, Project Planning, Time Management, Event Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Finance
Sciences Po 2014 — 2014
Master in Economics and Business
The University of Hong Kong 2012 — 2012
Global Business in Asia, International Business
South Island School 2009 — 2011
International Baccalaureate Diploma, 44 IB Diploma Points
Sandy Gelpieryn Sandy Gelpieryn's Morgan Stanley Experience August 2013 - Present
Job Assistant Vice President at Morgan Stanley
Industry Writing and Editing
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley October 2009 - August 2013
Morgan Stanley August 2009 - October 2009
Marketing Communications Consulting Services January 2009 - October 2009
Legg Mason & Co. LLC July 2008 - December 2008
Morgan Stanley 2005 - May 2008
Morgan Stanley 1989 - 2005
Calvert 1985 - 1989
J&W Seligman 1983 - 1985
Skills
Marketing Communications, Marketing, Product Marketing, Product Management, Management, Newsletters, Program Management, Investments, Project Management, Editing, Mutual Funds, Budgets, Equities, Financial Services, Brochures, Product Development, Strategic Communications, Web Content, Sales, Investor Relations, Corporate Communications, Copywriting, Content Development, Social Media, Content Strategy, Series 7, Asset Allocation, Marketing Strategy, Social Media Marketing, Integrated Marketing, Finance, Content Management, Retirement Planning
Education
Queens College 1978 — 1982
Morgan Stanley August 2013 - Present
Morgan Stanley October 2009 - August 2013
Morgan Stanley August 2009 - October 2009
Marketing Communications Consulting Services January 2009 - October 2009
Legg Mason & Co. LLC July 2008 - December 2008
Morgan Stanley 2005 - May 2008
Morgan Stanley 1989 - 2005
Calvert 1985 - 1989
J&W Seligman 1983 - 1985
Skills
Marketing Communications, Marketing, Product Marketing, Product Management, Management, Newsletters, Program Management, Investments, Project Management, Editing, Mutual Funds, Budgets, Equities, Financial Services, Brochures, Product Development, Strategic Communications, Web Content, Sales, Investor Relations, Corporate Communications, Copywriting, Content Development, Social Media, Content Strategy, Series 7, Asset Allocation, Marketing Strategy, Social Media Marketing, Integrated Marketing, Finance, Content Management, Retirement Planning
Education
Queens College 1978 — 1982
Aoyu Bai's Morgan Stanley Experience June 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
The Queen's Business Review 2010 - April 2013
CIBC World Markets May 2012 - August 2012
Resolute Funds Ltd. May 2011 - August 2011
BMO Financial Group May 2010 - August 2010
Education
Queen's University 2009 — 2013
Bachelor, Commerce
The Hong Kong University of Science and Technology
The Hong Kong University of Science and Technology
Morgan Stanley June 2013 - Present
The Queen's Business Review 2010 - April 2013
CIBC World Markets May 2012 - August 2012
Resolute Funds Ltd. May 2011 - August 2011
BMO Financial Group May 2010 - August 2010
Education
Queen's University 2009 — 2013
Bachelor, Commerce
The Hong Kong University of Science and Technology
The Hong Kong University of Science and Technology
Mike Patulo's Morgan Stanley Experience August 2013 - May 2014
Job Client Service Manager, Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
Barclays Investment Bank May 2014 - June 2015
Morgan Stanley August 2013 - May 2014
Morgan Stanley July 2012 - July 2013
Morgan Stanley July 2007 - June 2012
Sears Holdings Corporation May 2006 - August 2006
Skills
Process Improvement, Operations Management, Team Building, SharePoint, Foreign Exchange, Settlement, Financial Services, Financial Risk, Management, SWIFT payments, Currency, Middle Office, Project Management, Operational Risk, Structured Products, Recruiting, FX CLS, Clearing, Client Services, SWIFT Payments, Hedge Funds, Risk Management, Derivatives, Fixed Income, Equities, Trading
Education
Purdue University 2003 — 2007
Bachelor of Arts, Majors: Political Science & History. Minor: Economics
LHS
LHS
Northern Trust Corporation June 2015 - Present
Barclays Investment Bank May 2014 - June 2015
Morgan Stanley August 2013 - May 2014
Morgan Stanley July 2012 - July 2013
Morgan Stanley July 2007 - June 2012
Sears Holdings Corporation May 2006 - August 2006
Skills
Process Improvement, Operations Management, Team Building, SharePoint, Foreign Exchange, Settlement, Financial Services, Financial Risk, Management, SWIFT payments, Currency, Middle Office, Project Management, Operational Risk, Structured Products, Recruiting, FX CLS, Clearing, Client Services, SWIFT Payments, Hedge Funds, Risk Management, Derivatives, Fixed Income, Equities, Trading
Education
Purdue University 2003 — 2007
Bachelor of Arts, Majors: Political Science & History. Minor: Economics
LHS
LHS
Josh Brumm's Morgan Stanley Experience May 2001 - August 2002
Job CFO at Versartis, Inc.
Industry Biotechnology
Experience
Versartis, Inc. November 2013 - Present
Pharmacyclics August 2012 - August 2013
ZELTIQ December 2009 - August 2012
Proteolix (nka Onyx Pharmaceuticals) March 2009 - December 2009
Citibank Global Markets - Investment Banking June 2007 - March 2009
Nu-Ag Distributing, LLC (nka Water Street Solutions) December 2002 - May 2007
Morgan Stanley May 2001 - August 2002
Skills
Product Launch, Corporate Development, IPO, Mergers, Valuation, Investor Relations, Mergers & Acquisitions, Cross-functional Team..., Financial Modeling, CRM, Contract Negotiation, Start-ups, Strategic Planning, Forecasting, Finance, Financial Analysis, Corporate Finance, Competitive Analysis, Financial Reporting, Executive Management, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Analysis, Accounting, SEC filings
Education
University of Notre Dame 1999 — 2001
Business Administration, Finance & Economics
Andrean HS
Purdue University
Purdue University
Versartis, Inc. November 2013 - Present
Pharmacyclics August 2012 - August 2013
ZELTIQ December 2009 - August 2012
Proteolix (nka Onyx Pharmaceuticals) March 2009 - December 2009
Citibank Global Markets - Investment Banking June 2007 - March 2009
Nu-Ag Distributing, LLC (nka Water Street Solutions) December 2002 - May 2007
Morgan Stanley May 2001 - August 2002
Skills
Product Launch, Corporate Development, IPO, Mergers, Valuation, Investor Relations, Mergers & Acquisitions, Cross-functional Team..., Financial Modeling, CRM, Contract Negotiation, Start-ups, Strategic Planning, Forecasting, Finance, Financial Analysis, Corporate Finance, Competitive Analysis, Financial Reporting, Executive Management, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Analysis, Accounting, SEC filings
Education
University of Notre Dame 1999 — 2001
Business Administration, Finance & Economics
Andrean HS
Purdue University
Purdue University
Brennan Leong, CFA Brennan Leong, CFA's Morgan Stanley Experience July 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2011 - Present
Evolution Securities May 2009 - March 2011
Dresdner Kleinwort July 2008 - May 2009
Phillips, Hager & North Investment Management 2004 - 2006
Skills
Equity Research, Equities, Financial Modeling, Bloomberg, Valuation, Asset Allocation, Asset Management, Economics, Capital Markets, Emerging Markets, Hedge Funds, Investment Banking, Derivatives
Education
University of Oxford 2007 — 2008
MSc, Financial Economics
Queen's University 2003 — 2007
BA (Honours), Philosophy and Mathematics
Morgan Stanley July 2011 - Present
Evolution Securities May 2009 - March 2011
Dresdner Kleinwort July 2008 - May 2009
Phillips, Hager & North Investment Management 2004 - 2006
Skills
Equity Research, Equities, Financial Modeling, Bloomberg, Valuation, Asset Allocation, Asset Management, Economics, Capital Markets, Emerging Markets, Hedge Funds, Investment Banking, Derivatives
Education
University of Oxford 2007 — 2008
MSc, Financial Economics
Queen's University 2003 — 2007
BA (Honours), Philosophy and Mathematics
Sally Barnes, MBA, CMC Sally Barnes, MBA, CMC's Morgan Stanley Experience 1998 - 2000
Job Senior Consulting and Financial Services Professional
Industry Management Consulting
Experience
FINCAD July 2013 - Present
Sally Barnes Consulting March 2013 - Present
ACL Services Ltd. 2011 - 2013
ACL Services Ltd. 2009 - 2011
ACL Services Ltd. 2007 - 2009
ACL Services Ltd. 2003 - 2007
Standard Life Investments 2002 - 2003
KPMG Consulting 1997 - 2001
Morgan Stanley 1998 - 2000
Citibank 1992 - 1997
Skills
SaaS, Business Intelligence, Change Management, Cloud Computing, ERP, Business Process, Software Project..., Business Process..., Business Analysis, Solution Selling, Consulting, Risk Management, Financial Services, Data Analysis, Project Management, Business Development, Practice Management, Leadership, Continuous Monitoring, Performance Improvement, Team Leadership, Coaching & Mentoring, Retail Brokerage, Investment Management, Derivatives Trading, Foreign Exchange, Investment Banking, Business Strategy, Solution Development, Enterprise Risk..., Professional Services, New Business Development, Enterprise Software, Management, Salesforce.com, Analytics, Selling, Team Building, Pre-sales, Sales
Education
Wirtschaftsuniversität Wien
Queen's University
Master of Business Administration (M.B.A.)
University of Alberta
Bachelor of Commerce (B.Com.)
Archbishop MacDonald High School
FINCAD July 2013 - Present
Sally Barnes Consulting March 2013 - Present
ACL Services Ltd. 2011 - 2013
ACL Services Ltd. 2009 - 2011
ACL Services Ltd. 2007 - 2009
ACL Services Ltd. 2003 - 2007
Standard Life Investments 2002 - 2003
KPMG Consulting 1997 - 2001
Morgan Stanley 1998 - 2000
Citibank 1992 - 1997
Skills
SaaS, Business Intelligence, Change Management, Cloud Computing, ERP, Business Process, Software Project..., Business Process..., Business Analysis, Solution Selling, Consulting, Risk Management, Financial Services, Data Analysis, Project Management, Business Development, Practice Management, Leadership, Continuous Monitoring, Performance Improvement, Team Leadership, Coaching & Mentoring, Retail Brokerage, Investment Management, Derivatives Trading, Foreign Exchange, Investment Banking, Business Strategy, Solution Development, Enterprise Risk..., Professional Services, New Business Development, Enterprise Software, Management, Salesforce.com, Analytics, Selling, Team Building, Pre-sales, Sales
Education
Wirtschaftsuniversität Wien
Queen's University
Master of Business Administration (M.B.A.)
University of Alberta
Bachelor of Commerce (B.Com.)
Archbishop MacDonald High School
Rajeev Talreja Rajeev Talreja's Morgan Stanley Experience May 2000 - Present
Job Executive Director, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2000 - Present
Code Foundry, Inc. April 1998 - June 2000
Office of Information & Technology at Queens College September 1996 - June 2000
Skills
IT Strategy, Team Leadership, Troubleshooting, Disaster Recovery, Databases, Leadership, Business Analysis, Vendor Management, Unix, SDLC, Risk Management, Integration, Program Management, Outsourcing, Project Management, Software Project..., Requirements Analysis, Enterprise Architecture, Business Intelligence, Infrastructure, Software Development, Business Development, IT Management, Agile Methodologies, Linux, Management, Data Center
Education
Queens College 1996 — 1999
Bachelors, Computer Science
Morgan Stanley May 2000 - Present
Code Foundry, Inc. April 1998 - June 2000
Office of Information & Technology at Queens College September 1996 - June 2000
Skills
IT Strategy, Team Leadership, Troubleshooting, Disaster Recovery, Databases, Leadership, Business Analysis, Vendor Management, Unix, SDLC, Risk Management, Integration, Program Management, Outsourcing, Project Management, Software Project..., Requirements Analysis, Enterprise Architecture, Business Intelligence, Infrastructure, Software Development, Business Development, IT Management, Agile Methodologies, Linux, Management, Data Center
Education
Queens College 1996 — 1999
Bachelors, Computer Science
Wine Pine's Morgan Stanley Experience April 1997 - December 1999
Job Managing Director, Winwood Collectibles Inc.
Industry Design
Experience
Winepine.com August 2004 - Present
Citigroup January 2000 - January 2007
Morgan Stanley April 1997 - December 1999
Skills
Woodworking, Investments, Equities, Banking, Retail, Small Business, Wine Tasting, Social Media Marketing, Time Management, Management, Real Estate, Packaging, Advertising, Selling, Budgets, Wine, Project Planning, E-commerce, Pricing, Strategy
Education
SUNY Purchase 2006 — 2014
Pending BA, Liberal Arts and Business
Winepine.com August 2004 - Present
Citigroup January 2000 - January 2007
Morgan Stanley April 1997 - December 1999
Skills
Woodworking, Investments, Equities, Banking, Retail, Small Business, Wine Tasting, Social Media Marketing, Time Management, Management, Real Estate, Packaging, Advertising, Selling, Budgets, Wine, Project Planning, E-commerce, Pricing, Strategy
Education
SUNY Purchase 2006 — 2014
Pending BA, Liberal Arts and Business
Parris Whittingham's Morgan Stanley Experience June 2007 - August 2007
Job Relationship Photographer & Creative Producer
Industry Photography
Experience
From Parris with Love May 2006 - Present
TEDxNewYorkSalon March 2013 - June 2015
Morgan Stanley June 2007 - August 2007
Harlem Children's Zone 2005 - 2006
Skills
Weddings, Photography, Creative Direction, Photojournalism, Project Management, Start-ups, Storytelling, Entrepreneurship, Social Networking, Highly motivated..., Motivational Speaking, Portrait Photography, Digital Photography, Social Media Marketing, Leadership, Editorial, Wedding Photography, Public Speaking
Education
SUNY Purchase 2004 — 2009
Bachelors of Arts (Deans List), Entrepreneurship in the Arts
Global Institute for Tomorrow (GIFT) 2007 — 2008
Executive Training in Beijing (Certificate Program), International Business/Trade/Commerce
AFS Intercultural (Brasil) 2002 — 2003
High School
From Parris with Love May 2006 - Present
TEDxNewYorkSalon March 2013 - June 2015
Morgan Stanley June 2007 - August 2007
Harlem Children's Zone 2005 - 2006
Skills
Weddings, Photography, Creative Direction, Photojournalism, Project Management, Start-ups, Storytelling, Entrepreneurship, Social Networking, Highly motivated..., Motivational Speaking, Portrait Photography, Digital Photography, Social Media Marketing, Leadership, Editorial, Wedding Photography, Public Speaking
Education
SUNY Purchase 2004 — 2009
Bachelors of Arts (Deans List), Entrepreneurship in the Arts
Global Institute for Tomorrow (GIFT) 2007 — 2008
Executive Training in Beijing (Certificate Program), International Business/Trade/Commerce
AFS Intercultural (Brasil) 2002 — 2003
High School
Matt Brookman Matt Brookman's Morgan Stanley Experience September 2015 - Present
Job Incoming Wealth Management Rotational Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Irving Lewin Irving Lewin's Morgan Stanley Experience January 2012 - March 2013
Job Portfolio Manager
Industry Financial Services
Experience
Gulf Coast Wealth LLC June 2015 - Present
Wells Fargo Advisors March 2013 - June 2015
Morgan Stanley January 2012 - March 2013
JStone LLC May 2010 - July 2011
Bridget Lane LLC February 2006 - April 2010
Twelve Unquowa Place LLC March 2001 - August 2009
Skills
Investments, Strategic Planning, Customer Service, Public Speaking, Business Planning, Entrepreneurship, Leadership, Management, Due Diligence, Mergers & Acquisitions, Business Strategy, Team Building, Marketing, Negotiation, Marketing Strategy, Corporate Finance, Financial Analysis, Portfolio Management, Project Management, Finance, Private Equity, Business Development, Financial Modeling, Risk Management, Asset Management, Banking, Valuation, Credit, Financial Services, Executive Management, Credit Analysis, Start-ups, Capital Markets, Investment Banking, Loans, Venture Capital, Financial Planning, Sales, Equities, Budgets, Management Consulting, Financial Risk, Credit Risk, Strategy Consulting, Alternative Investments, Wealth Management, Hedge Funds, Fixed Income, Mutual Funds, Strategy
Education
State University of New York at Purchase, SUNY
Master's degree
The Goethe University Frankfurt
University of Buenos Aires
University of California, Davis
University of California, Los Angeles
Zentrum fur deutsche Sprache und Kultur e.V. Frankfurt
Gulf Coast Wealth LLC June 2015 - Present
Wells Fargo Advisors March 2013 - June 2015
Morgan Stanley January 2012 - March 2013
JStone LLC May 2010 - July 2011
Bridget Lane LLC February 2006 - April 2010
Twelve Unquowa Place LLC March 2001 - August 2009
Skills
Investments, Strategic Planning, Customer Service, Public Speaking, Business Planning, Entrepreneurship, Leadership, Management, Due Diligence, Mergers & Acquisitions, Business Strategy, Team Building, Marketing, Negotiation, Marketing Strategy, Corporate Finance, Financial Analysis, Portfolio Management, Project Management, Finance, Private Equity, Business Development, Financial Modeling, Risk Management, Asset Management, Banking, Valuation, Credit, Financial Services, Executive Management, Credit Analysis, Start-ups, Capital Markets, Investment Banking, Loans, Venture Capital, Financial Planning, Sales, Equities, Budgets, Management Consulting, Financial Risk, Credit Risk, Strategy Consulting, Alternative Investments, Wealth Management, Hedge Funds, Fixed Income, Mutual Funds, Strategy
Education
State University of New York at Purchase, SUNY
Master's degree
The Goethe University Frankfurt
University of Buenos Aires
University of California, Davis
University of California, Los Angeles
Zentrum fur deutsche Sprache und Kultur e.V. Frankfurt
Alan Townsend's Morgan Stanley Experience February 1990 - July 1990
Job Senior Energy Specialist at World Bank
Industry Utilities
Experience
World Bank October 1998 - Present
Deloitte & Touche March 1997 - October 1998
National Economic Research Associates September 1994 - March 1997
Energy Intelligence August 1990 - July 1994
Morgan Stanley February 1990 - July 1990
Education
International High School Rangoon 1970 — 1990
High School
St. John's-Ravenscourt 1970 — 1990
The Johns Hopkins University 1987 — 1989
MA, International Relations
Queen's University 1983 — 1986
BA (Hons.), Political Studies
Windsor School
Windsor School
World Bank October 1998 - Present
Deloitte & Touche March 1997 - October 1998
National Economic Research Associates September 1994 - March 1997
Energy Intelligence August 1990 - July 1994
Morgan Stanley February 1990 - July 1990
Education
International High School Rangoon 1970 — 1990
High School
St. John's-Ravenscourt 1970 — 1990
The Johns Hopkins University 1987 — 1989
MA, International Relations
Queen's University 1983 — 1986
BA (Hons.), Political Studies
Windsor School
Windsor School
Davinder Singh Davinder Singh's Morgan Stanley Experience June 2010 - July 2015
Job Sr. Java Consultant at State Street Global Markets
Industry Computer Software
Experience
State Street August 2015 - Present
Morgan Stanley June 2010 - July 2015
Bank of America July 2009 - August 2010
Credit Suisse First Boston September 2008 - June 2009
UBS Wealth Management December 2006 - September 2008
Skills
Spring, Hibernate, Java Enterprise Edition, JMS, UML, SOA, XML, Spring Framework, Design Patterns, Unix, Core Java, REST, Web Services, Scala, Python, Functional Programming, Agile Methodologies, Java, SDLC, SQL
Education
Punjab Technical University
B.Tech
State Street August 2015 - Present
Morgan Stanley June 2010 - July 2015
Bank of America July 2009 - August 2010
Credit Suisse First Boston September 2008 - June 2009
UBS Wealth Management December 2006 - September 2008
Skills
Spring, Hibernate, Java Enterprise Edition, JMS, UML, SOA, XML, Spring Framework, Design Patterns, Unix, Core Java, REST, Web Services, Scala, Python, Functional Programming, Agile Methodologies, Java, SDLC, SQL
Education
Punjab Technical University
B.Tech
Nadia Begum's Morgan Stanley Experience 2014 - 2014
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Clarks September 2013 - Present
Morgan Stanley 2014 - 2014
Skills
Finance, Customer Service
Education
Queen Mary, U. of London 2013 — 2016
Bachelor of Science (BSc), Economics
Clarks September 2013 - Present
Morgan Stanley 2014 - 2014
Skills
Finance, Customer Service
Education
Queen Mary, U. of London 2013 — 2016
Bachelor of Science (BSc), Economics
Forrest St. John Kim's Morgan Stanley Experience April 2013 - Present
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
QFC April 2013 - September 2013
Skai Ventures June 2012 - September 2012
Punahou School June 2012 - July 2012
Skills
Data Analysis, Market Research, Financial Planning, Wealth Management, Financial Analysis, Financial Modeling, Mathematics, Entrepreneurship, Marketing Strategy, Social Entrepreneurship, Leadership, Customer Service
Education
University of Washington 2010 — 2014
Bachelor of Science (BS) Candidate, Mathematics
Punahou School 2007 — 2010
High School Diploma
Morgan Stanley April 2013 - Present
QFC April 2013 - September 2013
Skai Ventures June 2012 - September 2012
Punahou School June 2012 - July 2012
Skills
Data Analysis, Market Research, Financial Planning, Wealth Management, Financial Analysis, Financial Modeling, Mathematics, Entrepreneurship, Marketing Strategy, Social Entrepreneurship, Leadership, Customer Service
Education
University of Washington 2010 — 2014
Bachelor of Science (BS) Candidate, Mathematics
Punahou School 2007 — 2010
High School Diploma
Karis Merritt's Morgan Stanley Experience June 2015 - Present
Job Collateral Management Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wells Fargo May 2014 - June 2015
Wells Fargo September 2012 - April 2014
Charles Schwab October 2010 - October 2012
Old National Bank July 2010 - October 2010
Regions Financial Corporation April 2006 - July 2010
Skills
Customer Service, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Management, Critical Thinking, Time Management, Analysis, Leadership, Marketing, Finance, Sales, Mortgage Lending, Loans, Financial Services
Education
Purdue University
Bachelor of Arts, Communication
Purdue University
Bachelor of Arts (B.A.), Communication, General
Morgan Stanley June 2015 - Present
Wells Fargo May 2014 - June 2015
Wells Fargo September 2012 - April 2014
Charles Schwab October 2010 - October 2012
Old National Bank July 2010 - October 2010
Regions Financial Corporation April 2006 - July 2010
Skills
Customer Service, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Management, Critical Thinking, Time Management, Analysis, Leadership, Marketing, Finance, Sales, Mortgage Lending, Loans, Financial Services
Education
Purdue University
Bachelor of Arts, Communication
Purdue University
Bachelor of Arts (B.A.), Communication, General
Aaron Adcock Aaron Adcock's Morgan Stanley Experience 2004 - 2005
Job Director of Wealth Management Division at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group January 2012 - Present
Charles Schwab February 2005 - March 2011
Morgan Stanley 2004 - 2005
Education
Purdue University-North Central Campus
Bachelors, Business
Lakeside Wealth Management Group January 2012 - Present
Charles Schwab February 2005 - March 2011
Morgan Stanley 2004 - 2005
Education
Purdue University-North Central Campus
Bachelors, Business
Lisa Gilbert Lisa Gilbert's Morgan Stanley Experience April 2000 - September 2002
Job Director, Education & Development
Industry Financial Services
Experience
NFP Advisor Services February 2009 - Present
NFP Advisor Services September 2009 - February 2011
NFP Advisor Services December 2006 - September 2009
RBC Wealth Management September 2002 - October 2006
Morgan Stanley April 2000 - September 2002
Skills
Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, Management, Written & Oral..., Media Development, Organizational..., Development Of Employees, Employee Training, Vendor Management, Financial Services, Strategic Planning, Project Management, Marketing, Learning Management..., Analysis, Investment Advisory, Investments, Wealth Management, Instructor-led Training, E-Learning, Staff Development, Finance, Series 7, Blended Learning, Financial Advisory, Learning Management, Captivate, Securities, Distance Learning, ADDIE, CRM
Education
Purdue University 2012 — 2015
Candidate: Master of Science (MS), Learning Design and Technology, 3.6 GPA Current
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
NFP Advisor Services February 2009 - Present
NFP Advisor Services September 2009 - February 2011
NFP Advisor Services December 2006 - September 2009
RBC Wealth Management September 2002 - October 2006
Morgan Stanley April 2000 - September 2002
Skills
Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, Management, Written & Oral..., Media Development, Organizational..., Development Of Employees, Employee Training, Vendor Management, Financial Services, Strategic Planning, Project Management, Marketing, Learning Management..., Analysis, Investment Advisory, Investments, Wealth Management, Instructor-led Training, E-Learning, Staff Development, Finance, Series 7, Blended Learning, Financial Advisory, Learning Management, Captivate, Securities, Distance Learning, ADDIE, CRM
Education
Purdue University 2012 — 2015
Candidate: Master of Science (MS), Learning Design and Technology, 3.6 GPA Current
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Cameron Donnelly's Morgan Stanley Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney May 2012 - Present
Skills
Leadership, New Business Development, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Asset Allocation, Social Media, PowerPoint, Microsoft Word
Education
Purdue University 2010 — 2014
BS, Economics and Communication
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney May 2012 - Present
Skills
Leadership, New Business Development, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Asset Allocation, Social Media, PowerPoint, Microsoft Word
Education
Purdue University 2010 — 2014
BS, Economics and Communication
Cheryl Pence Wolf, Ph.D. Cheryl Pence Wolf, Ph.D.'s Morgan Stanley Experience August 2001 - April 2004
Job Assistant Professor at Western Kentucky University (NCC, LPCA, GCDF, PHR, CHt)
Industry Higher Education
Experience
Western Kentucky University August 2014 - Present
Chi Sigma Iota Counseling Academic & Professional Honor Society International October 2008 - Present
University of Florida January 2006 - May 2013
Alachua Country Crisis Center January 2005 - December 2009
Univ of Florida Career Resource Center May 2007 - April 2008
Morgan Stanley August 2001 - April 2004
SHRM Jacksonville 2002 - 2004
Ralph Andersen & Associates October 2000 - May 2001
SENTEL Corporation June 2000 - May 2001
U.S. Navy May 1995 - July 2000
Skills
Public Speaking, Teaching, Career Counseling, Leadership Development, Research, Psychotherapy, Program Management, Analysis, Mental Health, Training, Mental Health Counseling, Leadership, Staff Development, Fundraising, Program Development, Coaching, Community Outreach, Career Development, Higher Education, Case Managment, Organizational..., Interviews, Healthcare, Conflict Resolution, Crisis Intervention, Human Resources, Resume Writing, Marketing, Recruiting, Psychology, Curriculum Development, Grant Writing, Policy, Supervisory Skills, Nonprofits, Program Evaluation, Qualitative Research, Government, Student Affairs, Workshop Facilitation, Curriculum Design, Student Counseling, Team Building, Case Management
Education
University of Florida 2005 — 2013
Ph.D., Ed.S., and M.Ed, Counselor Education (Career and Wellness focus)
Florida Institude of Hypnotherapy 2008 — 2009
CHt, Hypnotherapy Certification (410 hours)
Troy University 1999 — 2000
M.S., Human Resource Management
United States Naval Academy 1991 — 1995
B.S., Economics
Naval Academy Prep School 1990 — 1991
College Prep for U.S. Naval Academy
U.S. Navy 1989 — 1990
Electronics Technician (ET) "A" School, Industrial Electronics Technology/Technician
Purdue University Calumet 1988 — 1989
Marketing
Miami Sunset Senior High School 1988 — 1988
High School
Thompson Valley High School 1985 — 1988
High School
Western Kentucky University August 2014 - Present
Chi Sigma Iota Counseling Academic & Professional Honor Society International October 2008 - Present
University of Florida January 2006 - May 2013
Alachua Country Crisis Center January 2005 - December 2009
Univ of Florida Career Resource Center May 2007 - April 2008
Morgan Stanley August 2001 - April 2004
SHRM Jacksonville 2002 - 2004
Ralph Andersen & Associates October 2000 - May 2001
SENTEL Corporation June 2000 - May 2001
U.S. Navy May 1995 - July 2000
Skills
Public Speaking, Teaching, Career Counseling, Leadership Development, Research, Psychotherapy, Program Management, Analysis, Mental Health, Training, Mental Health Counseling, Leadership, Staff Development, Fundraising, Program Development, Coaching, Community Outreach, Career Development, Higher Education, Case Managment, Organizational..., Interviews, Healthcare, Conflict Resolution, Crisis Intervention, Human Resources, Resume Writing, Marketing, Recruiting, Psychology, Curriculum Development, Grant Writing, Policy, Supervisory Skills, Nonprofits, Program Evaluation, Qualitative Research, Government, Student Affairs, Workshop Facilitation, Curriculum Design, Student Counseling, Team Building, Case Management
Education
University of Florida 2005 — 2013
Ph.D., Ed.S., and M.Ed, Counselor Education (Career and Wellness focus)
Florida Institude of Hypnotherapy 2008 — 2009
CHt, Hypnotherapy Certification (410 hours)
Troy University 1999 — 2000
M.S., Human Resource Management
United States Naval Academy 1991 — 1995
B.S., Economics
Naval Academy Prep School 1990 — 1991
College Prep for U.S. Naval Academy
U.S. Navy 1989 — 1990
Electronics Technician (ET) "A" School, Industrial Electronics Technology/Technician
Purdue University Calumet 1988 — 1989
Marketing
Miami Sunset Senior High School 1988 — 1988
High School
Thompson Valley High School 1985 — 1988
High School
Yekaterina Zelikman Yekaterina Zelikman's Morgan Stanley Experience May 2007 - August 2007
Job Procurement Manager at Boeing Commercial Airplanes
Industry Aviation & Aerospace
Experience
Boeing March 2015 - Present
Boeing May 2011 - Present
Boeing June 2008 - Present
The Boeing Company – BCA SM Airplane Programs Systems December 2009 - May 2011
The Boeing Company – BCA SM Airplane Programs Tools & Processes June 2009 - December 2009
Morgan Stanley May 2007 - August 2007
Caterpillar Inc. June 2006 - August 2006
Skills
Process Improvement, Process Management, Lean Initiatives, Procurement, Supply Chain Management, Team Leadership, Program Management, Project Management
Education
Seattle University 2013 — 2015
Master of Business Administration (MBA)
Purdue University 2004 — 2008
Bachelor of Science (BS), Industrial Management
Boeing March 2015 - Present
Boeing May 2011 - Present
Boeing June 2008 - Present
The Boeing Company – BCA SM Airplane Programs Systems December 2009 - May 2011
The Boeing Company – BCA SM Airplane Programs Tools & Processes June 2009 - December 2009
Morgan Stanley May 2007 - August 2007
Caterpillar Inc. June 2006 - August 2006
Skills
Process Improvement, Process Management, Lean Initiatives, Procurement, Supply Chain Management, Team Leadership, Program Management, Project Management
Education
Seattle University 2013 — 2015
Master of Business Administration (MBA)
Purdue University 2004 — 2008
Bachelor of Science (BS), Industrial Management
Aditi Noata Aditi Noata's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - Present
Morgan Stanley July 2007 - July 2014
Morgan Stanley June 2006 - August 2006
Siemens 2003 - 2004
Siemens January 2001 - July 2001
Skills
Sybase, Agile Methodologies, Trading Systems, SQL, Perl, Unix, C++ Language, Business Analysis, C++
Education
University of Arizona 2004 — 2006
MS, Computer Science
Punjab Technical University 1998 — 2002
BTech, Computer Science and Engineering
ghps
ghps
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - Present
Morgan Stanley July 2007 - July 2014
Morgan Stanley June 2006 - August 2006
Siemens 2003 - 2004
Siemens January 2001 - July 2001
Skills
Sybase, Agile Methodologies, Trading Systems, SQL, Perl, Unix, C++ Language, Business Analysis, C++
Education
University of Arizona 2004 — 2006
MS, Computer Science
Punjab Technical University 1998 — 2002
BTech, Computer Science and Engineering
ghps
ghps
Vincent Viveros's Morgan Stanley Experience November 2014 - Present
Job Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley November 2014 - Present
KeyBank April 2011 - October 2014
Charles Schwab June 2009 - March 2011
Education
Purdue University
B.S. Financial Planning & Counseling, Minor in Economics - Krannert School of Management
Morgan Stanley November 2014 - Present
KeyBank April 2011 - October 2014
Charles Schwab June 2009 - March 2011
Education
Purdue University
B.S. Financial Planning & Counseling, Minor in Economics - Krannert School of Management
Richard McKnight's Morgan Stanley Experience May 2000 - July 2008
Job
Industry Information Technology and Services
Experience
Alfresco June 2009 - Present
KnightStar Technologies, LLC January 1996 - June 2009
Agent 16 December 2008 - February 2009
Wireless Generation September 2008 - December 2008
Morgan Stanley May 2000 - July 2008
Commerzbank August 1998 - May 2000
JP Morgan January 1997 - August 1998
Lehman Brothers July 1996 - December 1996
Sun Microsystems February 1996 - June 1996
AT&T Bell Labs May 1981 - January 1996
Skills
Alfresco, Drupal, Java, PHP, Enterprise Content..., Web Development, Subversion, Software Development
Education
University of Michigan 1981 — 1982
MS
Purdue University 1978 — 1981
BS
Alfresco June 2009 - Present
KnightStar Technologies, LLC January 1996 - June 2009
Agent 16 December 2008 - February 2009
Wireless Generation September 2008 - December 2008
Morgan Stanley May 2000 - July 2008
Commerzbank August 1998 - May 2000
JP Morgan January 1997 - August 1998
Lehman Brothers July 1996 - December 1996
Sun Microsystems February 1996 - June 1996
AT&T Bell Labs May 1981 - January 1996
Skills
Alfresco, Drupal, Java, PHP, Enterprise Content..., Web Development, Subversion, Software Development
Education
University of Michigan 1981 — 1982
MS
Purdue University 1978 — 1981
BS
Benjamin Bills's Morgan Stanley Experience June 2009 - Present
Job Financial Advisor at Morgan Stanley (ITT Project)
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Eli Lilly and Company August 2006 - January 2009
Walmart January 2003 - August 2006
Skills
Money Management, Money Market, Money, Managed Money, Private Money, Accounting, Account Management, Financial Accounting, Cost Management, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Corporate Finance, Financial Risk, Strategic Financial...
Education
Purdue University 2001 — 2005
Bachelor's degree, Accounting
Morgan Stanley June 2009 - Present
Eli Lilly and Company August 2006 - January 2009
Walmart January 2003 - August 2006
Skills
Money Management, Money Market, Money, Managed Money, Private Money, Accounting, Account Management, Financial Accounting, Cost Management, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Corporate Finance, Financial Risk, Strategic Financial...
Education
Purdue University 2001 — 2005
Bachelor's degree, Accounting
Peter Zavagnin's Morgan Stanley Experience November 2012 - Present
Job Fixed Income Sales & Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley November 2011 - November 2012
Morgan Stanley June 2009 - December 2011
Skills
Fixed Income
Education
Purdue University 2005 — 2009
Bachelor of Science, Business Management/Finance
Purdue University - Krannert School of Management 2005 — 2009
Morgan Stanley November 2012 - Present
Morgan Stanley November 2011 - November 2012
Morgan Stanley June 2009 - December 2011
Skills
Fixed Income
Education
Purdue University 2005 — 2009
Bachelor of Science, Business Management/Finance
Purdue University - Krannert School of Management 2005 — 2009
Justine Habkirk's Morgan Stanley Experience August 2010 - January 2012
Job MBA Candidate, The Wharton School
Industry Venture Capital & Private Equity
Experience
CPP Investment Board June 2015 - August 2015
McKinsey & Company March 2012 - June 2014
Morgan Stanley August 2010 - January 2012
BMO Capital Markets July 2009 - July 2010
PwC May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management
Queen's University 2005 — 2009
BComm, Finance, Accounting
Singapore Management University
Academic Exchange
CPP Investment Board June 2015 - August 2015
McKinsey & Company March 2012 - June 2014
Morgan Stanley August 2010 - January 2012
BMO Capital Markets July 2009 - July 2010
PwC May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management
Queen's University 2005 — 2009
BComm, Finance, Accounting
Singapore Management University
Academic Exchange
Anitha Charoth's Morgan Stanley Experience August 2011 - August 2013
Job Vice President Client Implementation at MarkitSERV
Industry Financial Services
Experience
MarkitSERV August 2013 - Present
Morgan Stanley August 2011 - August 2013
Morgan Stanley May 2010 - September 2011
Morgan Stanley July 2008 - May 2010
Skills
Fixed Income, Prime Brokerage, CDS, Derivatives, Credit Derivatives, Swaps, Interest Rate...
Education
Purdue University 2005 — 2008
Bachelors of Science, Accounting
MarkitSERV August 2013 - Present
Morgan Stanley August 2011 - August 2013
Morgan Stanley May 2010 - September 2011
Morgan Stanley July 2008 - May 2010
Skills
Fixed Income, Prime Brokerage, CDS, Derivatives, Credit Derivatives, Swaps, Interest Rate...
Education
Purdue University 2005 — 2008
Bachelors of Science, Accounting
Hilary Curran Hilary Curran's Morgan Stanley Experience August 2012 - Present
Job Interest Rate Derivatives Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley June 2011 - August 2011
Western Dental Clinic August 2008 - June 2010
Skills
Valuation, Trading, Interest Rate..., Investment Banking, Financial Modeling, Investment Management, Bloomberg, Bonds, Investments, Fixed Income, Capital Markets, Corporate Finance, Financial Analysis
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Analytic Finance, Statistics and Economics
University of Western Ontario Schulich School of Medicine 2006 — 2010
Doctor of Dental Surgery DDS
Queen's University 2003 — 2006
BSc, Biochemistry with high distinction
Morgan Stanley August 2012 - Present
Morgan Stanley June 2011 - August 2011
Western Dental Clinic August 2008 - June 2010
Skills
Valuation, Trading, Interest Rate..., Investment Banking, Financial Modeling, Investment Management, Bloomberg, Bonds, Investments, Fixed Income, Capital Markets, Corporate Finance, Financial Analysis
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, Analytic Finance, Statistics and Economics
University of Western Ontario Schulich School of Medicine 2006 — 2010
Doctor of Dental Surgery DDS
Queen's University 2003 — 2006
BSc, Biochemistry with high distinction
John Schaffer John Schaffer's Morgan Stanley Experience December 1997 - May 2005
Job Associate Director, Product Control at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets September 2010 - Present
Credit Suisse August 2009 - August 2010
JPMorgan Chase March 2008 - July 2009
Bear Stearns & Co. Inc. June 2005 - March 2008
Morgan Stanley December 1997 - May 2005
New York Life Insurance Company September 1993 - December 1997
Skills
Fixed Income, Capital Markets, Equities, Finance, Derivatives, Trading, Bonds, Investment Banking, Credit Derivatives, Prime Brokerage, Bloomberg, Swaps, Hedge Funds, Middle Office, Equity Derivatives
Education
Queens College 1987 — 1993
BA, Accounting and Information Systems
RBC Capital Markets September 2010 - Present
Credit Suisse August 2009 - August 2010
JPMorgan Chase March 2008 - July 2009
Bear Stearns & Co. Inc. June 2005 - March 2008
Morgan Stanley December 1997 - May 2005
New York Life Insurance Company September 1993 - December 1997
Skills
Fixed Income, Capital Markets, Equities, Finance, Derivatives, Trading, Bonds, Investment Banking, Credit Derivatives, Prime Brokerage, Bloomberg, Swaps, Hedge Funds, Middle Office, Equity Derivatives
Education
Queens College 1987 — 1993
BA, Accounting and Information Systems
Andrew Kolokotroni Andrew Kolokotroni's Morgan Stanley Experience April 2009 - Present
Job Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2009 - Present
BNSF Railway November 2006 - April 2009
Morgan Stanley 1993 - 2006
Education
Queen Mary, U. of London 1978 — 1981
Electrical & Electronic Eng., Electrical Engineering
Morgan Stanley April 2009 - Present
BNSF Railway November 2006 - April 2009
Morgan Stanley 1993 - 2006
Education
Queen Mary, U. of London 1978 — 1981
Electrical & Electronic Eng., Electrical Engineering
Pengchong Jin's Morgan Stanley Experience June 2008 - August 2008
Job Software Engineer at Google
Industry Computer Software
Experience
Google February 2015 - Present
Purdue University January 2010 - February 2015
Google May 2014 - August 2014
Purdue University October 2009 - December 2009
Morgan Stanley June 2008 - August 2008
Skills
Machine Learning, Computer Vision, Image Processing, Statistical Signal..., Algorithms, C/C++ STL, Linux, C++, Pattern Recognition, Artificial Intelligence, Simulations, Qt, Optimization, LaTeX
Education
Purdue University 2009 — 2015
Doctor of Philosophy (Ph.D.)
The Hong Kong University of Science and Technology 2005 — 2009
Bachelor of Engineering (B.Eng.), First Class Honor, minor: Math
The Affiliated High School of Peking University 2002 — 2005
High school diploma
Google February 2015 - Present
Purdue University January 2010 - February 2015
Google May 2014 - August 2014
Purdue University October 2009 - December 2009
Morgan Stanley June 2008 - August 2008
Skills
Machine Learning, Computer Vision, Image Processing, Statistical Signal..., Algorithms, C/C++ STL, Linux, C++, Pattern Recognition, Artificial Intelligence, Simulations, Qt, Optimization, LaTeX
Education
Purdue University 2009 — 2015
Doctor of Philosophy (Ph.D.)
The Hong Kong University of Science and Technology 2005 — 2009
Bachelor of Engineering (B.Eng.), First Class Honor, minor: Math
The Affiliated High School of Peking University 2002 — 2005
High school diploma
Karim-Patrick Khiar Karim-Patrick Khiar's Morgan Stanley Experience January 2015 - Present
Job Managing Director at Morgan Stanley, Fixed Income
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
COMAC Capital August 2010 - June 2014
BlackRock 2009 - 2010
Barclays Global Investors January 2004 - March 2009
Gifford Fong Associates May 2002 - February 2003
Thales 1991 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Options, Portfolio Management, Quantitative Finance, Trading, Credit Derivatives, Equities, Investment Banking, Risk Management, Structured Finance, Financial Modeling, Valuation, Financial Risk, Investments, Financial Structuring, Bloomberg, CDS, Trading Systems, Alternative Investments, Credit
Education
University of California, Berkeley 2000 — 2002
MFE, Financial Engineering
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
Purdue University 1993 — 1995
M.Sc., Computer Science, Software Engineering
Université Paul Sabatier (Toulouse III) 1990 — 1991
DEA, Artificial Intelligence
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1988 — 1991
Diplome d'Ingenieur, Aerospace Engineering, Automatic control
Morgan Stanley January 2015 - Present
COMAC Capital August 2010 - June 2014
BlackRock 2009 - 2010
Barclays Global Investors January 2004 - March 2009
Gifford Fong Associates May 2002 - February 2003
Thales 1991 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Options, Portfolio Management, Quantitative Finance, Trading, Credit Derivatives, Equities, Investment Banking, Risk Management, Structured Finance, Financial Modeling, Valuation, Financial Risk, Investments, Financial Structuring, Bloomberg, CDS, Trading Systems, Alternative Investments, Credit
Education
University of California, Berkeley 2000 — 2002
MFE, Financial Engineering
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
Purdue University 1993 — 1995
M.Sc., Computer Science, Software Engineering
Université Paul Sabatier (Toulouse III) 1990 — 1991
DEA, Artificial Intelligence
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1988 — 1991
Diplome d'Ingenieur, Aerospace Engineering, Automatic control
Christopher Cowans Christopher Cowans's Morgan Stanley Experience June 2000 - October 2014
Job Managing Director/ SVPInvestments at Arthur W. Wood Company, Inc.
Industry Financial Services
Experience
Arthur W. Wood Company, Inc. 2014 - Present
Morgan Stanley June 2000 - October 2014
PaineWebber May 1994 - June 2000
Prudential Bache Securities November 1990 - May 1994
Tucker Anthony and R.L. Day April 1987 - November 1990
Skills
Investments, Series 7, Retirement, Financial Advisory, Financial Services, Fixed Income, Wealth Management, Portfolio Management, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Management, Asset Allocation, Securities, Retirement Planning, Fixed Annuities, Investment Strategies, FINRA, Investment Advisory, Estate Planning, Life Insurance, Asset Managment, Series 65, Strategic Financial...
Education
University of Southern Maine - School of Business 1983 — 1986
B Sc, Business admin.
Queen's University 1981 — 1983
none, Arts and science
Bishop's College School 1975 — 1981
Arthur W. Wood Company, Inc. 2014 - Present
Morgan Stanley June 2000 - October 2014
PaineWebber May 1994 - June 2000
Prudential Bache Securities November 1990 - May 1994
Tucker Anthony and R.L. Day April 1987 - November 1990
Skills
Investments, Series 7, Retirement, Financial Advisory, Financial Services, Fixed Income, Wealth Management, Portfolio Management, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Management, Asset Allocation, Securities, Retirement Planning, Fixed Annuities, Investment Strategies, FINRA, Investment Advisory, Estate Planning, Life Insurance, Asset Managment, Series 65, Strategic Financial...
Education
University of Southern Maine - School of Business 1983 — 1986
B Sc, Business admin.
Queen's University 1981 — 1983
none, Arts and science
Bishop's College School 1975 — 1981
Sanjeev Hasija's Morgan Stanley Experience September 2001 - December 2002
Job IT Apollo Global at Apollo Group
Industry Information Technology and Services
Experience
Apollo Group April 2013 - Present
Sylvan Learning November 2007 - April 2013
Sylvan Learning December 2008 - January 2010
Sylvan Learning November 2007 - December 2008
Thomson Corp. (now SkillSoft) January 2003 - May 2008
Thomson Corp. (now SkillSoft) January 2003 - May 2008
Morgan Stanley September 2001 - December 2002
J.P. Morgan August 1999 - September 2001
smartdata solutions January 1999 - August 1999
IDS Infotech Limited January 1998 - December 1998
Skills
Enterprise Architecture, Enterprise Software, Software Development, Agile Methodologies, Business Analysis, Management, Software Project..., Requirements Analysis, Architecture, Integration, IT Management, Program Management, Pre-sales, Business Intelligence, Agile Project Management, E-commerce, CRM, C#, Testing, IT Strategy, Leadership, Outsourcing, Project Management, Microsoft Dynamics ERP, AX 2009, Software Architect, Software Application..., Onsite-Offsite..., Stakeholders Management..., Pre-sales Activities, Axapta, Microsoft Dynamics
Education
Punjabi University 1994 — 1998
B. Tech., Computer Science Degree
College of Dupage, IL 2004 — 2005
Project Management & IT Leadership
Apollo Group April 2013 - Present
Sylvan Learning November 2007 - April 2013
Sylvan Learning December 2008 - January 2010
Sylvan Learning November 2007 - December 2008
Thomson Corp. (now SkillSoft) January 2003 - May 2008
Thomson Corp. (now SkillSoft) January 2003 - May 2008
Morgan Stanley September 2001 - December 2002
J.P. Morgan August 1999 - September 2001
smartdata solutions January 1999 - August 1999
IDS Infotech Limited January 1998 - December 1998
Skills
Enterprise Architecture, Enterprise Software, Software Development, Agile Methodologies, Business Analysis, Management, Software Project..., Requirements Analysis, Architecture, Integration, IT Management, Program Management, Pre-sales, Business Intelligence, Agile Project Management, E-commerce, CRM, C#, Testing, IT Strategy, Leadership, Outsourcing, Project Management, Microsoft Dynamics ERP, AX 2009, Software Architect, Software Application..., Onsite-Offsite..., Stakeholders Management..., Pre-sales Activities, Axapta, Microsoft Dynamics
Education
Punjabi University 1994 — 1998
B. Tech., Computer Science Degree
College of Dupage, IL 2004 — 2005
Project Management & IT Leadership
Steven Wu, Ph.D., FRM's Morgan Stanley Experience September 2014 - Present
Job Seasoned financial analyst and risk manager
Industry Banking
Experience
Morgan Stanley September 2014 - Present
AIG September 2012 - September 2014
Deutsche Bank Securities 2009 - September 2012
Ernst & Young 2009 - 2009
JPMorgan Chase 2007 - 2009
Fair Isaac Corporation 2003 - 2007
Education
Purdue University
Ph.D., Electrical and Computer Engineering
Shanghai Jiao Tong University
Morgan Stanley September 2014 - Present
AIG September 2012 - September 2014
Deutsche Bank Securities 2009 - September 2012
Ernst & Young 2009 - 2009
JPMorgan Chase 2007 - 2009
Fair Isaac Corporation 2003 - 2007
Education
Purdue University
Ph.D., Electrical and Computer Engineering
Shanghai Jiao Tong University
Wilson W. Yang's Morgan Stanley Experience March 2001 - November 2001
Job
Industry Banking
Experience
Bank of Whittier August 2003 - Present
Morgan Stanley March 2001 - November 2001
EVA Airways March 1993 - October 1997
Skills
Financial Analysis, Financial Modeling, Due Diligence, Investments, Finance, Banking, Capital Markets
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Investment Management & Corporate Finance
Purdue University 1989 — 1992
BS, Aerospace Engineering & Aviation Economics
Bank of Whittier August 2003 - Present
Morgan Stanley March 2001 - November 2001
EVA Airways March 1993 - October 1997
Skills
Financial Analysis, Financial Modeling, Due Diligence, Investments, Finance, Banking, Capital Markets
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Investment Management & Corporate Finance
Purdue University 1989 — 1992
BS, Aerospace Engineering & Aviation Economics
Kevin Punch's Morgan Stanley Experience May 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
UBS November 2009 - May 2010
Goldman Sachs 1988 - 2009
Skills
Transaction Processing, Business Analysis, Equities, Enterprise Architecture, Project Management, Strategic Planning, Trading Systems
Education
Queens College
BA
Morgan Stanley May 2010 - Present
UBS November 2009 - May 2010
Goldman Sachs 1988 - 2009
Skills
Transaction Processing, Business Analysis, Equities, Enterprise Architecture, Project Management, Strategic Planning, Trading Systems
Education
Queens College
BA
Catherine Camley's Morgan Stanley Experience 2006 - 2007
Job
Industry Human Resources
Experience
BI June 2013 - August 2014
Information Services Group 2011 - 2013
Nokia June 2008 - December 2011
Morgan Stanley 2006 - 2007
Reuters America Inc. 2000 - 2006
Skills
Performance Management, Deferred Compensation, HRIS, Executive Pay, Global Compensation, Benefits Design, Equity Plans, Benchmarking, Salary Review, Incentive Programs, Compensation & Benefit, Employee Benefits, HR Transformation, Compensation & Benefits, Succession Planning
Education
Queen's University Belfast 1990 — 1993
Psychology
BI June 2013 - August 2014
Information Services Group 2011 - 2013
Nokia June 2008 - December 2011
Morgan Stanley 2006 - 2007
Reuters America Inc. 2000 - 2006
Skills
Performance Management, Deferred Compensation, HRIS, Executive Pay, Global Compensation, Benefits Design, Equity Plans, Benchmarking, Salary Review, Incentive Programs, Compensation & Benefit, Employee Benefits, HR Transformation, Compensation & Benefits, Succession Planning
Education
Queen's University Belfast 1990 — 1993
Psychology
Kent Leung's Morgan Stanley Experience July 2010 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2010 - Present
Citigroup August 2008 - July 2010
National Instruments 2001 - 2006
Skills
Business Strategy, Financial Analysis, Real Estate, Financial Modeling, Valuation, Corporate Finance, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Queen's University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics & Engineering
Morgan Stanley July 2010 - Present
Citigroup August 2008 - July 2010
National Instruments 2001 - 2006
Skills
Business Strategy, Financial Analysis, Real Estate, Financial Modeling, Valuation, Corporate Finance, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Queen's University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics & Engineering
James Xu's Morgan Stanley Experience May 2007 - March 2008
Job SWE at Google
Industry Financial Services
Experience
Google May 2015 - Present
Bloomberg Tradebook March 2010 - May 2015
ITG December 2008 - March 2010
AQR Capital Management March 2008 - November 2008
Morgan Stanley May 2007 - March 2008
Radcliffe October 2005 - April 2007
CVISION Technologies June 2004 - August 2005
Skills
Exchange Connectivity, C#, Java, C++, Trading Systems, SQL, Hedge Funds, XML, Fixed Income, Equity Derivatives, Equities, Unix, JavaScript, Trading System, Microsoft SQL Server, .NET, HTML, Options, Low Latency
Education
City University of New York-Queens College 2002 — 2004
BS, Computer Science
Shanghai Jiao Tong University 1998 — 2000
BS, Computer Science
Google May 2015 - Present
Bloomberg Tradebook March 2010 - May 2015
ITG December 2008 - March 2010
AQR Capital Management March 2008 - November 2008
Morgan Stanley May 2007 - March 2008
Radcliffe October 2005 - April 2007
CVISION Technologies June 2004 - August 2005
Skills
Exchange Connectivity, C#, Java, C++, Trading Systems, SQL, Hedge Funds, XML, Fixed Income, Equity Derivatives, Equities, Unix, JavaScript, Trading System, Microsoft SQL Server, .NET, HTML, Options, Low Latency
Education
City University of New York-Queens College 2002 — 2004
BS, Computer Science
Shanghai Jiao Tong University 1998 — 2000
BS, Computer Science
Summerna Khan's Morgan Stanley Experience 2008 - 2009
Job Property Manager
Industry Real Estate
Experience
RIWF & JSRH July 2014 - Present
Morgan Stanley 2008 - 2009
OppenheimerFunds 2005 - 2007
CMG 2001 - 2001
NatWest 1998 - 2000
Education
Queen Mary University of London
RIWF & JSRH July 2014 - Present
Morgan Stanley 2008 - 2009
OppenheimerFunds 2005 - 2007
CMG 2001 - 2001
NatWest 1998 - 2000
Education
Queen Mary University of London
Stephanie Pettit Peters's Morgan Stanley Experience 1998 - 2003
Job Managing Director at Golden Seeds
Industry Venture Capital & Private Equity
Experience
Golden Seeds November 2013 - Present
The Wharton School, MBA Admissions 2011 - Present
Morgan Stanley 1998 - 2003
Bear Stearns July 1997 - August 1997
Ticketmaster Canada Inc. 1993 - 1996
Skills
Capital Markets, Business Strategy, Management Consulting, Investment Banking, Business Planning, Strategy, Investments, Venture Capital, Valuation, Fixed Income, Entrepreneurship, Corporate Development
Education
Wharton School, University of Pennsylvania 1996 — 1998
MBA, Finance, Entrepreneurial Management
Queen's University 1989 — 1993
Honors Bachelor of Commerce
Golden Seeds November 2013 - Present
The Wharton School, MBA Admissions 2011 - Present
Morgan Stanley 1998 - 2003
Bear Stearns July 1997 - August 1997
Ticketmaster Canada Inc. 1993 - 1996
Skills
Capital Markets, Business Strategy, Management Consulting, Investment Banking, Business Planning, Strategy, Investments, Venture Capital, Valuation, Fixed Income, Entrepreneurship, Corporate Development
Education
Wharton School, University of Pennsylvania 1996 — 1998
MBA, Finance, Entrepreneurial Management
Queen's University 1989 — 1993
Honors Bachelor of Commerce
Angelo Acconcia's Morgan Stanley Experience 2002 - 2004
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group 2004 - Present
Morgan Stanley 2002 - 2004
Education
Queen's University 1998 — 2002
The Chinese University of Hong Kong 2001 — 2001
The Blackstone Group 2004 - Present
Morgan Stanley 2002 - 2004
Education
Queen's University 1998 — 2002
The Chinese University of Hong Kong 2001 — 2001
Mei Cui's Morgan Stanley Experience September 2007 - November 2009
Job Sr. Administrative & Financial Manager
Industry Hospital & Health Care
Experience
Santa Clara Health & Hospital System November 2009 - Present
Morgan Stanley September 2007 - November 2009
Computer History Museum August 2006 - September 2007
Franciscan Alliance, Inc. August 2000 - June 2006
Dainan International, Inc. January 1998 - May 2000
Skills
Process Improvement, Six Sigma, Strategic Planning, Healthcare, Decision Support, Program Management, Project Management, Budgets, Microsoft Excel, Healthcare Information..., Business Development, Leadership, Cross-functional Team..., Strategy, Market Research, Data Analysis, Healthcare Management, Hospitals
Education
Purdue University 2001 — 2003
MBA
Santa Clara Health & Hospital System November 2009 - Present
Morgan Stanley September 2007 - November 2009
Computer History Museum August 2006 - September 2007
Franciscan Alliance, Inc. August 2000 - June 2006
Dainan International, Inc. January 1998 - May 2000
Skills
Process Improvement, Six Sigma, Strategic Planning, Healthcare, Decision Support, Program Management, Project Management, Budgets, Microsoft Excel, Healthcare Information..., Business Development, Leadership, Cross-functional Team..., Strategy, Market Research, Data Analysis, Healthcare Management, Hospitals
Education
Purdue University 2001 — 2003
MBA
Boon Tiak Pang's Morgan Stanley Experience September 2006 - July 2011
Job Associate at AQR
Industry Computer Software
Experience
AQR July 2011 - Present
Morgan Stanley September 2006 - July 2011
UBS Investment Bank June 2004 - September 2006
KBC Financial Products May 2002 - June 2004
Knight Securities September 1999 - June 2002
Goldman Sachs June 1997 - September 1999
Skills
Fixed Income, Commodity, Trading Systems, Equity Trading, Derivatives, Equity Derivatives, Financial Modeling, Trading, Market Data, Options, Investment Banking, Electronic Trading, Commodity Markets, Credit Derivatives, Equities
Education
Purdue University 1994 — 1997
BSCee, Computer and Electrical Engineering
Raffles Junior College 1990 — 1991
A level, Engineering
Raffles Institution
AQR July 2011 - Present
Morgan Stanley September 2006 - July 2011
UBS Investment Bank June 2004 - September 2006
KBC Financial Products May 2002 - June 2004
Knight Securities September 1999 - June 2002
Goldman Sachs June 1997 - September 1999
Skills
Fixed Income, Commodity, Trading Systems, Equity Trading, Derivatives, Equity Derivatives, Financial Modeling, Trading, Market Data, Options, Investment Banking, Electronic Trading, Commodity Markets, Credit Derivatives, Equities
Education
Purdue University 1994 — 1997
BSCee, Computer and Electrical Engineering
Raffles Junior College 1990 — 1991
A level, Engineering
Raffles Institution
Dennis Sheil's Morgan Stanley Experience August 2000 - August 2001
Job Android Programmer
Industry Information Technology and Services
Experience
Kaplan Test Prep and Admissions March 2006 - January 2009
Morgan Stanley August 2000 - August 2001
Promotions.com April 1998 - April 2000
Earthweb, LLC May 1997 - April 1998
Skills
Java, Android, Linux, Unix, Open Source, Android Development
Education
City University of New York-Queens College
Computer Science
Kaplan Test Prep and Admissions March 2006 - January 2009
Morgan Stanley August 2000 - August 2001
Promotions.com April 1998 - April 2000
Earthweb, LLC May 1997 - April 1998
Skills
Java, Android, Linux, Unix, Open Source, Android Development
Education
City University of New York-Queens College
Computer Science
David Pooley's Morgan Stanley Experience April 2011 - Present
Job Quantitative analyst
Industry Banking
Experience
Morgan Stanley April 2011 - Present
ITO33 August 2003 - May 2011
Skills
C++, Quantitative Finance, Monte Carlo Simulation, Trading Systems, Derivatives, Financial Engineering, Credit Derivatives, Equity Derivatives, Quantitative Modeling
Education
University of Waterloo 1997 — 2003
computer science, computational finance
Queen's University 1992 — 1997
B.Sc.H, physics
Morgan Stanley April 2011 - Present
ITO33 August 2003 - May 2011
Skills
C++, Quantitative Finance, Monte Carlo Simulation, Trading Systems, Derivatives, Financial Engineering, Credit Derivatives, Equity Derivatives, Quantitative Modeling
Education
University of Waterloo 1997 — 2003
computer science, computational finance
Queen's University 1992 — 1997
B.Sc.H, physics
Brennan, Jim's Morgan Stanley Experience September 2001 - March 2007
Job Senior Operating Technician
Industry Mining & Metals
Experience
ArcelorMittal USA September 2008 - Present
Claymore Securities March 2007 - April 2008
Morgan Stanley September 2001 - March 2007
TD Waterhouse Capital Markets, Inc. July 2000 - July 2001
Skills
Alternative Investments, Asset Management, Customer Service, Investments, Mutual Funds, Portfolio Management, Sales, Series 7
Education
Purdue University - Krannert School of Management 1993 — 1998
ArcelorMittal USA September 2008 - Present
Claymore Securities March 2007 - April 2008
Morgan Stanley September 2001 - March 2007
TD Waterhouse Capital Markets, Inc. July 2000 - July 2001
Skills
Alternative Investments, Asset Management, Customer Service, Investments, Mutual Funds, Portfolio Management, Sales, Series 7
Education
Purdue University - Krannert School of Management 1993 — 1998
Robert Gagnon's Morgan Stanley Experience 2003 - 2005
Job Managing Director, BTIG LLC. Futures & Commodities
Industry Investment Banking
Experience
BTIG LLC April 2010 - Present
RBC Capital Markets January 2008 - April 2010
Fimat 2005 - 2007
Morgan Stanley 2003 - 2005
State Street Global LInk 2000 - 2003
Bank of Montreal 1990 - 1994
Bank of Montreal 1990 - 1994
Education
York University - Schulich School of Business 1985 — 1987
MBA
Queen's University 1981 — 1985
Bachelor of Arts, Economics
BTIG LLC April 2010 - Present
RBC Capital Markets January 2008 - April 2010
Fimat 2005 - 2007
Morgan Stanley 2003 - 2005
State Street Global LInk 2000 - 2003
Bank of Montreal 1990 - 1994
Bank of Montreal 1990 - 1994
Education
York University - Schulich School of Business 1985 — 1987
MBA
Queen's University 1981 — 1985
Bachelor of Arts, Economics
Clifford Perez's Morgan Stanley Experience June 1986 - August 1987
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Glen Weinbaum's Morgan Stanley Experience 1987 - 1994
Job Manager at Deloitte
Industry Telecommunications
Experience
Deloitte 2006 - Present
Information Strategies Group 1998 - 2006
Merrill Lynch 1997 - 1998
Credit Suisse First Boston 1994 - 1997
Morgan Stanley 1987 - 1994
Education
Purdue University
MS, Industrial Relations
University of Connecticut
BS, Business
Deloitte 2006 - Present
Information Strategies Group 1998 - 2006
Merrill Lynch 1997 - 1998
Credit Suisse First Boston 1994 - 1997
Morgan Stanley 1987 - 1994
Education
Purdue University
MS, Industrial Relations
University of Connecticut
BS, Business
Jim Rosenkrantz's Morgan Stanley Experience April 2015 - Present
Job Technology and Data Risk Governance at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
Skills
Risk Management, People Management, Security, System Administration, Linux, Unix, Team Management, COBIT, IT Audit, Project Management, IT Management, Management, Vendor Management, Disaster Recovery, Program Management, IT Strategy, Business Continuity, Service Delivery, Information Security, Information Technology, Infrastructure, Information Security..., Enterprise Risk..., ITIL, Vendor Relationships, Third Party Vendor..., Third Party..., Third Party Applications, Operational Risk...
Education
City University of New York-Queens College 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business/Corporate Communications
Morgan Stanley April 2015 - Present
Skills
Risk Management, People Management, Security, System Administration, Linux, Unix, Team Management, COBIT, IT Audit, Project Management, IT Management, Management, Vendor Management, Disaster Recovery, Program Management, IT Strategy, Business Continuity, Service Delivery, Information Security, Information Technology, Infrastructure, Information Security..., Enterprise Risk..., ITIL, Vendor Relationships, Third Party Vendor..., Third Party..., Third Party Applications, Operational Risk...
Education
City University of New York-Queens College 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business/Corporate Communications
Bruce Yuan's Morgan Stanley Experience December 2014 - Present
Job AutoSys and dSeries Consultant
Industry Computer Software
Experience
Morgan Stanley December 2014 - Present
Robert Mark Technologies July 2008 - Present
Manulife June 2013 - December 2014
Discover Financial Services May 2012 - May 2013
CSX November 2011 - January 2012
JPMorgan Chase & Co. August 2009 - November 2011
Cardinal Health June 2009 - August 2009
General Dynamics Information Technology February 2009 - June 2009
Travelers November 2008 - February 2009
Citi June 2008 - October 2008
Skills
Solaris, Autosys, Unix, AIX, Enterprise Architecture, Unix Shell Scripting, Shell Scripting, Sybase, Perl, Disaster Recovery, Linux, ITIL, Oracle, Cloud Computing, Pre-sales, Integration, SQL, VMware, Microsoft SQL Server, Windows Server, Solution Architecture, Enterprise Software, Virtualization, IT Service Management, HP-UX, Systems Management, IBM AIX
Education
Purdue University 1994 — 1998
BS, Computer Engineering
Morgan Stanley December 2014 - Present
Robert Mark Technologies July 2008 - Present
Manulife June 2013 - December 2014
Discover Financial Services May 2012 - May 2013
CSX November 2011 - January 2012
JPMorgan Chase & Co. August 2009 - November 2011
Cardinal Health June 2009 - August 2009
General Dynamics Information Technology February 2009 - June 2009
Travelers November 2008 - February 2009
Citi June 2008 - October 2008
Skills
Solaris, Autosys, Unix, AIX, Enterprise Architecture, Unix Shell Scripting, Shell Scripting, Sybase, Perl, Disaster Recovery, Linux, ITIL, Oracle, Cloud Computing, Pre-sales, Integration, SQL, VMware, Microsoft SQL Server, Windows Server, Solution Architecture, Enterprise Software, Virtualization, IT Service Management, HP-UX, Systems Management, IBM AIX
Education
Purdue University 1994 — 1998
BS, Computer Engineering
Justin Seacord's Morgan Stanley Experience August 2005 - April 2007
Job Equity Structured Derivatives Group at UBS
Industry Investment Banking
Experience
UBS Investment Bank April 2010 - February 2014
UBS Investment Bank August 2007 - April 2010
UBS Investment Bank April 2007 - August 2007
Morgan Stanley August 2005 - April 2007
Education
Purchase College, SUNY 2001 — 2005
UBS Investment Bank April 2010 - February 2014
UBS Investment Bank August 2007 - April 2010
UBS Investment Bank April 2007 - August 2007
Morgan Stanley August 2005 - April 2007
Education
Purchase College, SUNY 2001 — 2005
Greg MacDonald, CFA's Morgan Stanley Experience 1998 - 2001
Job Managing Director at Macquarie Capital Canada
Industry Financial Services
Experience
Macquarie Capital Canada March 2012 - Present
Macquarie Capital Canada April 2011 - Present
National Bank Financial April 2002 - November 2010
Morgan Stanley 1998 - 2001
Gordon Capital 1996 - 1998
HSBC Securities 1995 - 1996
Associate Analyst 1993 - 1995
Associate, Investment Management 1989 - 1991
Skills
Financial Markets, Derivatives, Alternative Investments, Private Equity, Hedge Funds, Equity Research, Equities, Valuation, Capital Markets, Investments, Portfolio Management, Fixed Income, Financial Modeling, Team Management, Securities, Finance
Education
Queen's University 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Guelph 1985 — 1989
Bachelor of Arts (B.A.), Economics
Keewatin
Macquarie Capital Canada March 2012 - Present
Macquarie Capital Canada April 2011 - Present
National Bank Financial April 2002 - November 2010
Morgan Stanley 1998 - 2001
Gordon Capital 1996 - 1998
HSBC Securities 1995 - 1996
Associate Analyst 1993 - 1995
Associate, Investment Management 1989 - 1991
Skills
Financial Markets, Derivatives, Alternative Investments, Private Equity, Hedge Funds, Equity Research, Equities, Valuation, Capital Markets, Investments, Portfolio Management, Fixed Income, Financial Modeling, Team Management, Securities, Finance
Education
Queen's University 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Guelph 1985 — 1989
Bachelor of Arts (B.A.), Economics
Keewatin
Gagandeep Singh Kohli's Morgan Stanley Experience June 2015 - Present
Job Program Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2015 - Present
Bank of America July 2013 - June 2015
Baker Hughes June 2012 - August 2012
Miri InfoTech May 2009 - July 2011
Cognizant Technology Solutions December 2007 - April 2009
Skills
SDLC, Business Process..., Requirements Analysis, SQL, Risk Management, Business Analysis, Microsoft Excel, Requirements Gathering, Project Governance, Software Development, Information Management, Web Applications, Business Requirements, User Interface Design, Research, Analysis, Software Requirements, XML, Project Coordination, Market Research, Quality Assurance, JavaScript, Project Planning, Functional Requirements, Research Analysis, Technical Management, Technology Consolidation, System Requirements, Requirements Management, User Experience Design, IT Strategy, Emerging Technologies, Business Process..., SOA, Business Intelligence, Project Management, HTML, C, Platform Architecture, Cloud Computing IaaS, PaaS
Education
University of Maryland College Park 2011 — 2013
Masters of Science
Punjab Technical University 2003 — 2007
Bachelor of Technology (B.Tech.)
Morgan Stanley June 2015 - Present
Bank of America July 2013 - June 2015
Baker Hughes June 2012 - August 2012
Miri InfoTech May 2009 - July 2011
Cognizant Technology Solutions December 2007 - April 2009
Skills
SDLC, Business Process..., Requirements Analysis, SQL, Risk Management, Business Analysis, Microsoft Excel, Requirements Gathering, Project Governance, Software Development, Information Management, Web Applications, Business Requirements, User Interface Design, Research, Analysis, Software Requirements, XML, Project Coordination, Market Research, Quality Assurance, JavaScript, Project Planning, Functional Requirements, Research Analysis, Technical Management, Technology Consolidation, System Requirements, Requirements Management, User Experience Design, IT Strategy, Emerging Technologies, Business Process..., SOA, Business Intelligence, Project Management, HTML, C, Platform Architecture, Cloud Computing IaaS, PaaS
Education
University of Maryland College Park 2011 — 2013
Masters of Science
Punjab Technical University 2003 — 2007
Bachelor of Technology (B.Tech.)
Andrew Adair's Morgan Stanley Experience December 2012 - Present
Job Q/Kdb+ Design & Development Engineer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley December 2012 - Present
Upright Technologies November 2011 - December 2012
JMX Capital New York April 2009 - April 2011
First Derivatives May 2006 - March 2009
Skills
Trading Systems, Equity Derivatives, Equities, Trading, Derivatives, Fixed Income, FX, KDB, Financial Engineering, FX Options, Market Data, Market Risk, Financial Modeling, Quantitative Finance, Algorithms, Trading Strategies, Electronic Trading, High Performance..., Trading System, Low Latency, Risk Management, Hedge Funds, Financial Markets
Education
Queen's University Belfast 1999 — 2005
MSc Telecommunications, Bachelor of Science (BSc), Mathematics, First Class Honors (Mathematics)
Queen's University Belfast
MSci Telecommunications, BSc Mathematics, Mathematics
Morgan Stanley December 2012 - Present
Upright Technologies November 2011 - December 2012
JMX Capital New York April 2009 - April 2011
First Derivatives May 2006 - March 2009
Skills
Trading Systems, Equity Derivatives, Equities, Trading, Derivatives, Fixed Income, FX, KDB, Financial Engineering, FX Options, Market Data, Market Risk, Financial Modeling, Quantitative Finance, Algorithms, Trading Strategies, Electronic Trading, High Performance..., Trading System, Low Latency, Risk Management, Hedge Funds, Financial Markets
Education
Queen's University Belfast 1999 — 2005
MSc Telecommunications, Bachelor of Science (BSc), Mathematics, First Class Honors (Mathematics)
Queen's University Belfast
MSci Telecommunications, BSc Mathematics, Mathematics
Barron Rendel CFP®'s Morgan Stanley Experience 2004 - 2006
Job Financial Advisor at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities 2006 - Present
Morgan Stanley 2004 - 2006
United States Marine Corps 1993 - 2002
Education
Purdue University 1988 — 1992
Wachovia Securities 2006 - Present
Morgan Stanley 2004 - 2006
United States Marine Corps 1993 - 2002
Education
Purdue University 1988 — 1992
Marc Bornebusch's Morgan Stanley Experience 1996 - 2007
Job Head of Fixed Income Technology Production Services at RBC
Industry Financial Services
Experience
RBC Capital Markets October 2010 - Present
Credit Suisse May 2009 - October 2010
Lehman Brothers January 2008 - December 2008
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2004
Education
Queen Mary University of London 1989 — 1992
City of London Freemen's 1984 — 1989
Danes Hill
RBC Capital Markets October 2010 - Present
Credit Suisse May 2009 - October 2010
Lehman Brothers January 2008 - December 2008
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2004
Education
Queen Mary University of London 1989 — 1992
City of London Freemen's 1984 — 1989
Danes Hill
Maureen McDonnell's Morgan Stanley Experience July 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Morgan Stanley July 1998 - July 2007
Reuters December 1990 - December 1997
Education
Queens College
BA, Communications
Morgan Stanley July 2007 - Present
Morgan Stanley July 1998 - July 2007
Reuters December 1990 - December 1997
Education
Queens College
BA, Communications
Lauren Drach's Morgan Stanley Experience June 2009 - December 2011
Job Finance Associate at CCMP Capital Advisors, LLC
Industry Venture Capital & Private Equity
Experience
CCMP Capital Advisors, LLC December 2014 - Present
CCMP Capital Advisors, LLC January 2012 - Present
Morgan Stanley June 2009 - December 2011
Morgan Stanley May 2008 - August 2008
Skills
Hedge Funds, FX Options, Risk Management, Financial Risk, Trading, Finance, Analysis, Prime Brokerage, Valuation, Investments, Organizational..., Social Media, Microsoft Excel, Financial Analysis, Bloomberg
Education
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science in Business Management, Finance and Organizational Behavior
Purdue University
CCMP Capital Advisors, LLC December 2014 - Present
CCMP Capital Advisors, LLC January 2012 - Present
Morgan Stanley June 2009 - December 2011
Morgan Stanley May 2008 - August 2008
Skills
Hedge Funds, FX Options, Risk Management, Financial Risk, Trading, Finance, Analysis, Prime Brokerage, Valuation, Investments, Organizational..., Social Media, Microsoft Excel, Financial Analysis, Bloomberg
Education
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science in Business Management, Finance and Organizational Behavior
Purdue University
Linda Reinert's Morgan Stanley Experience September 2006 - July 2008
Job Project Manager / Business Analyst
Industry Financial Services
Experience
Citi August 2010 - Present
Morgan Stanley September 2006 - July 2008
Morgan Stanley May 2004 - August 2006
Morgan Stanley December 2002 - May 2004
Morgan Stanley December 2000 - December 2002
Morgan Stanley February 2000 - December 2000
Morgan Stanley February 1996 - February 2000
Skills
Business Analysis, Business Process..., Requirements Analysis, SDLC, Visio, Analysis, Business Requirements, PMO, SharePoint, Project Management, Portfolio Management, Program Management, Management, Risk Management, Financial Services, Project Planning
Education
Queens College
BA, Elementary Education & Sociology (1994)
Citi August 2010 - Present
Morgan Stanley September 2006 - July 2008
Morgan Stanley May 2004 - August 2006
Morgan Stanley December 2002 - May 2004
Morgan Stanley December 2000 - December 2002
Morgan Stanley February 2000 - December 2000
Morgan Stanley February 1996 - February 2000
Skills
Business Analysis, Business Process..., Requirements Analysis, SDLC, Visio, Analysis, Business Requirements, PMO, SharePoint, Project Management, Portfolio Management, Program Management, Management, Risk Management, Financial Services, Project Planning
Education
Queens College
BA, Elementary Education & Sociology (1994)
Pamela Ip's Morgan Stanley Experience April 1997 - August 1997
Job Faculty, School of Business | Marketing | Communications
Industry Higher Education
Experience
Kwantlen Polytechnic University 2006 - Present
Stockhouse May 1998 - May 2001
AT&T July 1990 - April 1998
Morgan Stanley April 1997 - August 1997
Skills
Internet, Marketing, Strategy, Social Media Marketing, Online Marketing, Marketing Strategy, Business Communications, Professional..., Online Advertising, Editing, Entrepreneurship, Blogging, Leadership, Event Management, WordPress, Social Media, Corporate Communications, E-commerce, Facebook, Marketing Communications, Management, Social Networking, Coaching, Leadership Development, Strategic Planning, Business Strategy, Higher Education
Education
University of Illinois at Chicago 1996 — 1998
MBA, Management
Queen's University 1986 — 1990
BA (Honours), Communications
Hong Kong Management Association
Graduate Diploma, Marketing Management
Kwantlen Polytechnic University 2006 - Present
Stockhouse May 1998 - May 2001
AT&T July 1990 - April 1998
Morgan Stanley April 1997 - August 1997
Skills
Internet, Marketing, Strategy, Social Media Marketing, Online Marketing, Marketing Strategy, Business Communications, Professional..., Online Advertising, Editing, Entrepreneurship, Blogging, Leadership, Event Management, WordPress, Social Media, Corporate Communications, E-commerce, Facebook, Marketing Communications, Management, Social Networking, Coaching, Leadership Development, Strategic Planning, Business Strategy, Higher Education
Education
University of Illinois at Chicago 1996 — 1998
MBA, Management
Queen's University 1986 — 1990
BA (Honours), Communications
Hong Kong Management Association
Graduate Diploma, Marketing Management
Vikram Malhotra's Morgan Stanley Experience 2012 - Present
Job Vice President US REITs and Real Estate Services at Morgan Stanley
Industry Research
Experience
Morgan Stanley 2012 - Present
Morgan Stanley 2011 - 2012
Morgan Stanley 2007 - 2011
Jones Lang LaSalle 2004 - 2005
Colliers-International 2003 - 2004
Colliers-International 2000 - 2003
Skills
Valuation, Equity Research, Bloomberg, Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Real Estate, Real Estate Development, Strategy, Due Diligence, Equities, Investments, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, General
Purdue University - Krannert School of Management 1996 — 1999
Bachelors in Industrial Management, Engineering/Industrial Management
Morgan Stanley 2012 - Present
Morgan Stanley 2011 - 2012
Morgan Stanley 2007 - 2011
Jones Lang LaSalle 2004 - 2005
Colliers-International 2003 - 2004
Colliers-International 2000 - 2003
Skills
Valuation, Equity Research, Bloomberg, Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Real Estate, Real Estate Development, Strategy, Due Diligence, Equities, Investments, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, General
Purdue University - Krannert School of Management 1996 — 1999
Bachelors in Industrial Management, Engineering/Industrial Management
Natalie Webb Cunningham's Morgan Stanley Experience June 2010 - January 2012
Job Experienced Project Manager and Analyst
Industry Financial Services
Experience
Lisbana March 2012 - June 2014
Morgan Stanley June 2010 - January 2012
Morgan Stanley 2008 - 2011
Morgan Stanley 2004 - 2008
Morgan Stanley 2001 - 2004
Skills
User Acceptance Testing, Quality Center, Test Planning, Test Management, SDLC, Software Quality..., Quality Assurance, Agile Methodologies, Test Automation, Regression Testing, QTP, System Testing
Education
State University of New York College at Purchase 1989 — 1992
Psychology
Brentwood High School 1980 — 1985
High School
Lisbana March 2012 - June 2014
Morgan Stanley June 2010 - January 2012
Morgan Stanley 2008 - 2011
Morgan Stanley 2004 - 2008
Morgan Stanley 2001 - 2004
Skills
User Acceptance Testing, Quality Center, Test Planning, Test Management, SDLC, Software Quality..., Quality Assurance, Agile Methodologies, Test Automation, Regression Testing, QTP, System Testing
Education
State University of New York College at Purchase 1989 — 1992
Psychology
Brentwood High School 1980 — 1985
High School
Christopher Dethwick's Morgan Stanley Experience 1980 - 1997
Job Options
Industry Financial Services
Experience
Barclays Capital 2011 - Present
UBS May 2007 - December 2008
Deutsche Bank January 1997 - May 2007
Morgan Stanley 1980 - 1997
Education
Queens College 1989 — 1996
BA, Accounting/Economics
Barclays Capital 2011 - Present
UBS May 2007 - December 2008
Deutsche Bank January 1997 - May 2007
Morgan Stanley 1980 - 1997
Education
Queens College 1989 — 1996
BA, Accounting/Economics
Andrew Gardiner's Morgan Stanley Experience July 2010 - Present
Job Senior KDB+ Developer at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2010 - Present
First Derivatives October 2005 - Present
Bank of America April 2006 - August 2010
Royal Bank of Scotland October 2005 - March 2006
Northbrook Technology October 2004 - October 2005
Skills
Market Data, Trading Systems, Electronic Trading, Equity Trading
Education
Queen's University Belfast 1999 — 2004
MEng, Electrical and Electronic Engineering
Queen's University Belfast 1999 — 2004
MEng, Electrical and Electronic Engineering
Morgan Stanley July 2010 - Present
First Derivatives October 2005 - Present
Bank of America April 2006 - August 2010
Royal Bank of Scotland October 2005 - March 2006
Northbrook Technology October 2004 - October 2005
Skills
Market Data, Trading Systems, Electronic Trading, Equity Trading
Education
Queen's University Belfast 1999 — 2004
MEng, Electrical and Electronic Engineering
Queen's University Belfast 1999 — 2004
MEng, Electrical and Electronic Engineering
Barbara S Adelman's Morgan Stanley Experience February 2005 - November 2013
Job Principal at Stonebridge Wealth Advisors, LLC
Industry Financial Services
Experience
Stonebridge Wealth Advisors, LLC December 2013 - Present
Morgan Stanley February 2005 - November 2013
Merrill Lynch 2000 - 2005
Societe Generale 1989 - 1999
The Chase Manhattan Bank 1983 - 1989
Krannert Graduate School of Management 1976 - 1982
Skills
Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Wealth Management, Asset Allocation, Investments, Strategic Planning, Asset Management, Investment Advisory, Private Equity, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Risk Management, Investment Management, Non-profit Board..., Equities, Alternative Investments, Due Diligence, Hedge Funds, Capital Markets, Investment Banking, Valuation, Financial Services, Wealth Management..., Commercial Banking, Insurance, Credit, Banking, Mergers, Leadership, Derivatives, Treasury Management, High Net Worth..., Securities, Series 7, Commercial Lending, Investment Strategies, FINRA, Financial Advisory, Venture Capital, Asset Managment, Non-profit Board..., Cash Management, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
The College, The University of Chicago
Bachelor of Arts (BA), Biology, General
Purdue University - Krannert School of Management
Graduate courses in accounting, information technology and quantitative analysis
Stonebridge Wealth Advisors, LLC December 2013 - Present
Morgan Stanley February 2005 - November 2013
Merrill Lynch 2000 - 2005
Societe Generale 1989 - 1999
The Chase Manhattan Bank 1983 - 1989
Krannert Graduate School of Management 1976 - 1982
Skills
Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Wealth Management, Asset Allocation, Investments, Strategic Planning, Asset Management, Investment Advisory, Private Equity, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Risk Management, Investment Management, Non-profit Board..., Equities, Alternative Investments, Due Diligence, Hedge Funds, Capital Markets, Investment Banking, Valuation, Financial Services, Wealth Management..., Commercial Banking, Insurance, Credit, Banking, Mergers, Leadership, Derivatives, Treasury Management, High Net Worth..., Securities, Series 7, Commercial Lending, Investment Strategies, FINRA, Financial Advisory, Venture Capital, Asset Managment, Non-profit Board..., Cash Management, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
The College, The University of Chicago
Bachelor of Arts (BA), Biology, General
Purdue University - Krannert School of Management
Graduate courses in accounting, information technology and quantitative analysis
Dudley Hancox's Morgan Stanley Experience 2009 - Present
Job FX Sales
Industry Financial Services
Experience
Morgan Stanley 2009 - Present
Deutsche Bank May 2004 - April 2009
Standard Chartered Bank April 1995 - April 2003
Skills
Derivatives, Foreign Exchange, FX Options, Emerging Markets, Options, Financial Markets, Trading, Hedge Funds, FX trading, Commodity, Equities, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Structured Products, FX Trading
Education
Queen Mary, U. of London 1985 — 1989
European Studies (French), Foreign Languages and Literatures, General
Haberdashers Monmouth School for Boys 1977 — 1984
Morgan Stanley 2009 - Present
Deutsche Bank May 2004 - April 2009
Standard Chartered Bank April 1995 - April 2003
Skills
Derivatives, Foreign Exchange, FX Options, Emerging Markets, Options, Financial Markets, Trading, Hedge Funds, FX trading, Commodity, Equities, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Structured Products, FX Trading
Education
Queen Mary, U. of London 1985 — 1989
European Studies (French), Foreign Languages and Literatures, General
Haberdashers Monmouth School for Boys 1977 — 1984
Fred Stupart's Morgan Stanley Experience January 2009 - January 2012
Job Managing Member at Eaglestone Capital Management LLC
Industry Investment Management
Experience
Eaglestone Capital Management LLC January 2012 - Present
Morgan Stanley January 2009 - January 2012
EG Capital Group 2008 - 2009
Credit Suisse 2002 - 2008
Skills
Private Equity, Leveraged Finance, Credit, Investment Banking, Capital Markets, Equities, Hedge Funds, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Alternative Investments, Financial Structuring, LBO
Education
The Wharton School 2000 — 2002
MBA, Finance
York University - Osgoode Hall Law School 1992 — 1995
LLB, Law
Queen's University
Eaglestone Capital Management LLC January 2012 - Present
Morgan Stanley January 2009 - January 2012
EG Capital Group 2008 - 2009
Credit Suisse 2002 - 2008
Skills
Private Equity, Leveraged Finance, Credit, Investment Banking, Capital Markets, Equities, Hedge Funds, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Alternative Investments, Financial Structuring, LBO
Education
The Wharton School 2000 — 2002
MBA, Finance
York University - Osgoode Hall Law School 1992 — 1995
LLB, Law
Queen's University
Larry Seiden's Morgan Stanley Experience December 2005 - April 2007
Job Financial Advisor at Bethpage Federal Credit Union
Industry Financial Services
Experience
Bethpage Federal Credit Union April 2007 - Present
Morgan Stanley December 2005 - April 2007
TIAA-CREF May 1988 - December 2005
Education
City University of New York-Queens College 1979 — 1984
B.S., Political Science, Economics
Bethpage Federal Credit Union April 2007 - Present
Morgan Stanley December 2005 - April 2007
TIAA-CREF May 1988 - December 2005
Education
City University of New York-Queens College 1979 — 1984
B.S., Political Science, Economics
Chad Danard's Morgan Stanley Experience 2001 - 2005
Job Vice President at TriWest Capital Partners
Industry Investment Management
Experience
TriWest Capital Partners March 2005 - Present
Morgan Stanley 2001 - 2005
Skills
Private Equity, Capital Markets, Venture Capital, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Equities, Due Diligence, LBO, Financial Modeling, Mergers & Acquisitions, Leadership, Private Placements, Hedge Funds, Corporate Development
Education
Queen's University 1997 — 2001
Brentwood College
TriWest Capital Partners March 2005 - Present
Morgan Stanley 2001 - 2005
Skills
Private Equity, Capital Markets, Venture Capital, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Equities, Due Diligence, LBO, Financial Modeling, Mergers & Acquisitions, Leadership, Private Placements, Hedge Funds, Corporate Development
Education
Queen's University 1997 — 2001
Brentwood College
Ross Richards's Morgan Stanley Experience 2005 - Present
Job Consulting Group, V.P. Senior Regional Director, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2005 - Present
Morgan Stanley Smith Barney 1985 - 2004
Morgan Stanley Smith Barney 1994 - 1997
Morgan Stanley Smith Barney 1983 - 1985
Morgan Stanley Smith Barney 1981 - 1983
Accenture 1980 - 1981
Skills
Donor Advised Funds, Asset Allocation, Family Philanthropy, Investment Advisory, Fixed Income, Wealth Management, High Net Worth..., Investment Management
Education
Purdue University 1976 — 1980
BS, Management
Pittsford Sutherland High School 1972 — 1976
Regents Diploma
Morgan Stanley 2005 - Present
Morgan Stanley Smith Barney 1985 - 2004
Morgan Stanley Smith Barney 1994 - 1997
Morgan Stanley Smith Barney 1983 - 1985
Morgan Stanley Smith Barney 1981 - 1983
Accenture 1980 - 1981
Skills
Donor Advised Funds, Asset Allocation, Family Philanthropy, Investment Advisory, Fixed Income, Wealth Management, High Net Worth..., Investment Management
Education
Purdue University 1976 — 1980
BS, Management
Pittsford Sutherland High School 1972 — 1976
Regents Diploma
Adrian St-John's Morgan Stanley Experience May 2007 - Present
Job Associate Manager at Accenture
Industry Information Technology and Services
Experience
Accenture May 2007 - Present
Morgan Stanley May 2007 - Present
University Information Systems June 2005 - August 2006
Skills
Java, Sybase, SQL, Perl, Capital Markets, Unix, Agile Methodologies, Agile Project Management, Spring, Drools, Ext JS, PL/SQL, Web Applications, Struts
Education
Queen's University 2002 — 2007
Honours Bachelor of Computing, SSP Biomedical Computing with Professional Internship
Accenture May 2007 - Present
Morgan Stanley May 2007 - Present
University Information Systems June 2005 - August 2006
Skills
Java, Sybase, SQL, Perl, Capital Markets, Unix, Agile Methodologies, Agile Project Management, Spring, Drools, Ext JS, PL/SQL, Web Applications, Struts
Education
Queen's University 2002 — 2007
Honours Bachelor of Computing, SSP Biomedical Computing with Professional Internship
Kitty Koo-Tse's Morgan Stanley Experience October 2003 - Present
Job Executive Director at Morgan Stanley, Electronic Trading Products Management
Industry Financial Services
Experience
Morgan Stanley October 2003 - Present
Worldco, LLC July 2000 - October 2003
Skills
Series 7, Equities, Electronic Trading, Trading Systems, Derivatives, Fixed Income, Equity Derivatives, Options, Equity Trading, Prime Brokerage, Capital Markets, Series 63, Bloomberg, Market Data, Alternative Investments, Trading, Structured Products, Securities, Hedge Funds, Investment Banking
Education
Yale University 1999 — 2001
Masters, Psychology
Purdue University 1996 — 1999
Bachelor, Psychology
Morgan Stanley October 2003 - Present
Worldco, LLC July 2000 - October 2003
Skills
Series 7, Equities, Electronic Trading, Trading Systems, Derivatives, Fixed Income, Equity Derivatives, Options, Equity Trading, Prime Brokerage, Capital Markets, Series 63, Bloomberg, Market Data, Alternative Investments, Trading, Structured Products, Securities, Hedge Funds, Investment Banking
Education
Yale University 1999 — 2001
Masters, Psychology
Purdue University 1996 — 1999
Bachelor, Psychology
Martin Kent's Morgan Stanley Experience 1987 - 1992
Job Senior Vice President at Kensington Capital Partners
Industry Financial Services
Experience
Kensington Capital Partners 2013 - Present
Protenergy Natural Foods Corp. 2013 - 2014
Quantum Murray LP 2009 - 2012
Newport Partners 2006 - 2009
ONCAP Management Partners 2003 - 2005
EdgeStone Capital Partners 2000 - 2003
RBC Dominion Securities 1994 - 2000
J.P. Morgan 1992 - 1994
Morgan Stanley 1987 - 1992
Ernst & Young 1982 - 1985
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Business Strategy, LBO, Angel Investing, Entrepreneurship, Portfolio Management, Private Placements, Business Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Queen's University 1979 — 1982
Bachelor of Commerce (B.Comm.)
Kensington Capital Partners 2013 - Present
Protenergy Natural Foods Corp. 2013 - 2014
Quantum Murray LP 2009 - 2012
Newport Partners 2006 - 2009
ONCAP Management Partners 2003 - 2005
EdgeStone Capital Partners 2000 - 2003
RBC Dominion Securities 1994 - 2000
J.P. Morgan 1992 - 1994
Morgan Stanley 1987 - 1992
Ernst & Young 1982 - 1985
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Business Strategy, LBO, Angel Investing, Entrepreneurship, Portfolio Management, Private Placements, Business Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Queen's University 1979 — 1982
Bachelor of Commerce (B.Comm.)
Becky Lankheet's Morgan Stanley Experience April 2010 - August 2012
Job Financial Analyst at CBRE
Industry Real Estate
Experience
CBRE August 2012 - Present
Morgan Stanley April 2010 - August 2012
Deloitte Tax LLP July 2007 - April 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel
Education
Purdue University 2002 — 2007
Bachelor's, Accounting
CBRE August 2012 - Present
Morgan Stanley April 2010 - August 2012
Deloitte Tax LLP July 2007 - April 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel
Education
Purdue University 2002 — 2007
Bachelor's, Accounting
Kristen Derosier's Morgan Stanley Experience July 2007 - January 2010
Job Finance and Operations Manager
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Kate Gervits's Morgan Stanley Experience August 2012 - Present
Job Compliance Professional
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Forex Capital Markets, LLC November 2006 - August 2012
Goldin and Rivin, PLLC May 2003 - August 2004
Skills
Financial Regulation, KYC, AML, FSA, Foreign Exchange
Education
State University of New York College at Purchase 2002 — 2006
Bachelor of Arts, Language and Culture; New Media
Stuyvesant High School 1998 — 2002
Morgan Stanley August 2012 - Present
Forex Capital Markets, LLC November 2006 - August 2012
Goldin and Rivin, PLLC May 2003 - August 2004
Skills
Financial Regulation, KYC, AML, FSA, Foreign Exchange
Education
State University of New York College at Purchase 2002 — 2006
Bachelor of Arts, Language and Culture; New Media
Stuyvesant High School 1998 — 2002
Bowen Li's Morgan Stanley Experience June 2012 - July 2012
Job MTS at Avi Networks Inc
Industry Computer Software
Experience
Avi Networks Inc June 2013 - Present
Ativio, LLC August 2012 - December 2012
Morgan Stanley June 2012 - July 2012
Microsoft June 2011 - August 2011
Skills
Java, C, Software Documentation, Python, C#, JavaScript, C++, Distributed Systems, Software Engineering
Education
Purdue University 2009 — 2013
BS, Computer Science, 3.77 / 4.00
Avi Networks Inc June 2013 - Present
Ativio, LLC August 2012 - December 2012
Morgan Stanley June 2012 - July 2012
Microsoft June 2011 - August 2011
Skills
Java, C, Software Documentation, Python, C#, JavaScript, C++, Distributed Systems, Software Engineering
Education
Purdue University 2009 — 2013
BS, Computer Science, 3.77 / 4.00
Diane Albanese's Morgan Stanley Experience June 2015 - Present
Job Loan IQ and Bank Loan Operations SME
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Independent business consultant November 2013 - June 2015
IDB Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers February 2001 - May 2005
Donaldson, Lufkin & Jenrette, February 1996 - February 2001
Skills
Fixed Income, Investment Banking, Portfolio Management, Credit Risk, Loans, Risk Management, Credit, Asset Managment, Financial Risk, Banking, Commercial Lending, Commercial Banking, Financial Structuring, Financial Services, Asset Management, Capital Markets, Equities
Education
Purdue University 1984 — 1988
BA
Morgan Stanley June 2015 - Present
Independent business consultant November 2013 - June 2015
IDB Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers February 2001 - May 2005
Donaldson, Lufkin & Jenrette, February 1996 - February 2001
Skills
Fixed Income, Investment Banking, Portfolio Management, Credit Risk, Loans, Risk Management, Credit, Asset Managment, Financial Risk, Banking, Commercial Lending, Commercial Banking, Financial Structuring, Financial Services, Asset Management, Capital Markets, Equities
Education
Purdue University 1984 — 1988
BA
Bruce Williams's Morgan Stanley Experience March 2014 - Present
Job Associate, Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Wittington Investments, Limited February 2013 - March 2014
Bank of America Merrill Lynch July 2011 - February 2013
Bank of America Merrill Lynch July 2008 - July 2011
PwC May 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Corporate Development, Retail, Luxury Goods, Department Stores, Private Equity, Business Valuation, Bloomberg
Education
Queen's University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance
Morgan Stanley March 2014 - Present
Wittington Investments, Limited February 2013 - March 2014
Bank of America Merrill Lynch July 2011 - February 2013
Bank of America Merrill Lynch July 2008 - July 2011
PwC May 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Corporate Development, Retail, Luxury Goods, Department Stores, Private Equity, Business Valuation, Bloomberg
Education
Queen's University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance
Radhika Soni's Morgan Stanley Experience December 2013 - Present
Job Principal Consultant at Genpact Headstrong Capital Markets
Industry Computer Software
Experience
Genpact Headstrong Capital Markets December 2013 - Present
Morgan Stanley December 2013 - Present
AIG October 2012 - December 2013
Fidelity National Information Services August 2006 - September 2012
Skills
SDLC, Quality Center, Requirements Analysis, QTP, Software Quality..., Test Planning, Manual Testing, Software Project..., HTML, Microsoft SQL Server, Agile Methodologies, Java, Data Migration, CMMI Level 5, ISO 27001, ISO 9001:2008, ISTQB Certified, CSQA, Internal Audit, Selenium Testing, SQL
Education
Punjab Technical University 2003 — 2006
Master's Degree, Computer Science
Genpact Headstrong Capital Markets December 2013 - Present
Morgan Stanley December 2013 - Present
AIG October 2012 - December 2013
Fidelity National Information Services August 2006 - September 2012
Skills
SDLC, Quality Center, Requirements Analysis, QTP, Software Quality..., Test Planning, Manual Testing, Software Project..., HTML, Microsoft SQL Server, Agile Methodologies, Java, Data Migration, CMMI Level 5, ISO 27001, ISO 9001:2008, ISTQB Certified, CSQA, Internal Audit, Selenium Testing, SQL
Education
Punjab Technical University 2003 — 2006
Master's Degree, Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS