Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Caroline Dinkins Caroline Dinkins's Morgan Stanley Experience April 2000 - Present
Job Sr. Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2000 - Present
Skills
Concur, Expense Management, Travel Arrangements, Calendaring, Administrative..., Calendars, Outlook, Executive Support, Spreadsheets, Expenses, Office Management, Bloomberg, Visio, Confidentiality, Microsoft Excel, PowerPoint, Access, Microsoft Word, Equities, Office Administration, Executive..., Expense Reports, Leadership
Education
Nyack College of Business and Leadership 2009 — 2011
Bachelor of Science (BS), Organizational Management, 3.8
Queensborough Community College 1997 — 2000
Associate of Arts and Sciences (AAS), Office Technology, 3.9
Morgan Stanley April 2000 - Present
Skills
Concur, Expense Management, Travel Arrangements, Calendaring, Administrative..., Calendars, Outlook, Executive Support, Spreadsheets, Expenses, Office Management, Bloomberg, Visio, Confidentiality, Microsoft Excel, PowerPoint, Access, Microsoft Word, Equities, Office Administration, Executive..., Expense Reports, Leadership
Education
Nyack College of Business and Leadership 2009 — 2011
Bachelor of Science (BS), Organizational Management, 3.8
Queensborough Community College 1997 — 2000
Associate of Arts and Sciences (AAS), Office Technology, 3.9
Frank Barker Frank Barker's Morgan Stanley Experience 1999 - 2002
Job SVP; Global Wholesale Banking Technology Executive at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
JPMorgan Chase January 2004 - June 2013
Morgan Stanley 1999 - 2002
Western Asset Management 1997 - 1999
Donaldson, Lufkin & Jenrette 1994 - 1997
Technology Solutions Company 1992 - 1994
Technology Consulting 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
DynaMedix Corp 1983 - 1988
Bell Laboratories 1981 - 1983
Skills
Fixed Income, Financial Services, Investment Management, Management, Software Development, Risk Management, Banking, SDLC, Vendor Management, Portfolio Management, Equities, Business Analysis, Derivatives, Capital Markets, IT Strategy, Treasury Services, Asset Management, Investment Banking, Financial Risk, Hedge Funds
Education
Stevens Institute of Technology 1982 — 1985
MS, Computer Science
Queens College 1977 — 1981
BA, Mathematics
Bank of America June 2013 - Present
JPMorgan Chase January 2004 - June 2013
Morgan Stanley 1999 - 2002
Western Asset Management 1997 - 1999
Donaldson, Lufkin & Jenrette 1994 - 1997
Technology Solutions Company 1992 - 1994
Technology Consulting 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
DynaMedix Corp 1983 - 1988
Bell Laboratories 1981 - 1983
Skills
Fixed Income, Financial Services, Investment Management, Management, Software Development, Risk Management, Banking, SDLC, Vendor Management, Portfolio Management, Equities, Business Analysis, Derivatives, Capital Markets, IT Strategy, Treasury Services, Asset Management, Investment Banking, Financial Risk, Hedge Funds
Education
Stevens Institute of Technology 1982 — 1985
MS, Computer Science
Queens College 1977 — 1981
BA, Mathematics
Ed Van Valen Ed Van Valen's Morgan Stanley Experience April 2008 - August 2008
Job Always looking to learn new things
Industry Research
Experience
Deloitte May 2013 - Present
www.Juxster.com August 2010 - June 2011
Inhabitat.com March 2010 - August 2010
Iris Wireless September 2009 - February 2010
Morgan Stanley April 2008 - August 2008
Smith Barney January 2007 - August 2007
Skills
Social Media, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Social Media Marketing, Blogging, Public Speaking, Microsoft Excel, Editing, SEO, Web Analytics, Online Advertising, Project Management, Social Networking
Education
Quinnipiac University
BS, Sociology
Deloitte May 2013 - Present
www.Juxster.com August 2010 - June 2011
Inhabitat.com March 2010 - August 2010
Iris Wireless September 2009 - February 2010
Morgan Stanley April 2008 - August 2008
Smith Barney January 2007 - August 2007
Skills
Social Media, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Social Media Marketing, Blogging, Public Speaking, Microsoft Excel, Editing, SEO, Web Analytics, Online Advertising, Project Management, Social Networking
Education
Quinnipiac University
BS, Sociology
Ader Jeffrey Ader Jeffrey's Morgan Stanley Experience 1997 - 1999
Job Audiovisual Floor Technician at Waveguide Consulting
Industry Events Services
Experience
Waveguide Consulting March 2015 - Present
PSAV June 2013 - March 2015
United Nations December 1999 - September 2012
Merrill Lynch March 1999 - November 1999
Morgan Stanley 1997 - 1999
Skills
Analysis, AV, Editing, Music, Media Production, Social Networking, Post Production, Broadcast Television, Entertainment, Broadcast, Camera, Documentaries, Audio Engineering, Video, Video Production, Pro Tools, Digital Video, Television, Production Managment, Video Editing, Film, Radio, Film Production, Corporate Events, HD Video, Audio Post Production, Sound Editing, Projection, Commercials, Event Management, Studio Recording, Professional Audio, Singing, Voice Over, Stage Management, Theatre, Festivals, Composition, Event Producing, Audio Visual Design, Stage, Audio Conferencing, Sound Reinforcement, Audio Visual Support, Sound, Live Sound, Live Events, Multimedia, Recording
Education
Queens College 1966 — 1969
Sociology and Anthropology
Waveguide Consulting March 2015 - Present
PSAV June 2013 - March 2015
United Nations December 1999 - September 2012
Merrill Lynch March 1999 - November 1999
Morgan Stanley 1997 - 1999
Skills
Analysis, AV, Editing, Music, Media Production, Social Networking, Post Production, Broadcast Television, Entertainment, Broadcast, Camera, Documentaries, Audio Engineering, Video, Video Production, Pro Tools, Digital Video, Television, Production Managment, Video Editing, Film, Radio, Film Production, Corporate Events, HD Video, Audio Post Production, Sound Editing, Projection, Commercials, Event Management, Studio Recording, Professional Audio, Singing, Voice Over, Stage Management, Theatre, Festivals, Composition, Event Producing, Audio Visual Design, Stage, Audio Conferencing, Sound Reinforcement, Audio Visual Support, Sound, Live Sound, Live Events, Multimedia, Recording
Education
Queens College 1966 — 1969
Sociology and Anthropology
Sarah Schnorr Sarah Schnorr's Morgan Stanley Experience February 2014 - May 2014
Job Senior Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation January 2015 - Present
Envestnet, Inc June 2014 - November 2014
Morgan Stanley February 2014 - May 2014
Loyola University Chicago December 2012 - April 2014
Meg Smith and Associates Real Estate June 2012 - October 2013
Envestnet, Inc June 2013 - September 2013
Drew Patrick Spa May 2012 - August 2012
Meg Smith and Associates Real Estate May 2010 - August 2012
Skills
Social Networking, Online Traffic, Microsoft Word, Corporate Blogging, Computer/Technical..., PowerPoint, Booking Systems, Marketing, Social Media, Sales, Management, Blogging, Teaching, Microsoft Office, Microsoft Excel, Leadership, Research, Time Management, Data Analysis
Education
Quinlan School of Business, Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Bay Shore Senior High School 2006 — 2010
Northern Trust Corporation January 2015 - Present
Envestnet, Inc June 2014 - November 2014
Morgan Stanley February 2014 - May 2014
Loyola University Chicago December 2012 - April 2014
Meg Smith and Associates Real Estate June 2012 - October 2013
Envestnet, Inc June 2013 - September 2013
Drew Patrick Spa May 2012 - August 2012
Meg Smith and Associates Real Estate May 2010 - August 2012
Skills
Social Networking, Online Traffic, Microsoft Word, Corporate Blogging, Computer/Technical..., PowerPoint, Booking Systems, Marketing, Social Media, Sales, Management, Blogging, Teaching, Microsoft Office, Microsoft Excel, Leadership, Research, Time Management, Data Analysis
Education
Quinlan School of Business, Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Bay Shore Senior High School 2006 — 2010
Jack Mercica Jack Mercica's Morgan Stanley Experience February 2000 - February 2005
Job Certified Retirement Financial Advisor
Industry Financial Services
Experience
Ridgeway and Conger, Inc. July 2009 - Present
Crowell, Weedon & Co. February 2005 - July 2009
Morgan Stanley February 2000 - February 2005
Skills
Distinguished..., Karaoke, Professional Networking, Social Networking, Employer Branding, Social Media, Client Acquisition, Social Media Marketing, Customer Acquisition, Business Networking, Investment Strategies, Series 63, Insurance, Team Building, Leadership, Customer Service, Marketing, Member of Toastmasters, Management, Series 7, Public Speaking, Finance
Education
Queen's College 1964 — 1976
Bachelor of Arts, Psychology
Bishop Loughlin Memorial High School 1960 — 1964
New York State Regents Diploma, Academic
Ridgeway and Conger, Inc. July 2009 - Present
Crowell, Weedon & Co. February 2005 - July 2009
Morgan Stanley February 2000 - February 2005
Skills
Distinguished..., Karaoke, Professional Networking, Social Networking, Employer Branding, Social Media, Client Acquisition, Social Media Marketing, Customer Acquisition, Business Networking, Investment Strategies, Series 63, Insurance, Team Building, Leadership, Customer Service, Marketing, Member of Toastmasters, Management, Series 7, Public Speaking, Finance
Education
Queen's College 1964 — 1976
Bachelor of Arts, Psychology
Bishop Loughlin Memorial High School 1960 — 1964
New York State Regents Diploma, Academic
Christiana Monacella Christiana Monacella's Morgan Stanley Experience August 2004 - March 2009
Job FX Sales at ED&F Man
Industry Financial Services
Experience
ED&F Man March 2015 - Present
Bloomberg March 2010 - September 2014
Morgan Stanley August 2004 - March 2009
Bear Stearns January 2002 - August 2004
Skills
Derivatives, Electronic Trading, Fixed Income, FX Options, FX Swaps, FX Spot, NDF, Futures Trading, Currency Futures, Credit Derivatives, Bloomberg, Capital Markets, Financial Markets, Options, Swaps, Equity Derivatives, Equities, Trading, Hedge Funds, Investment Banking
Education
Queens College
Bachelor's Degree, Economics
ED&F Man March 2015 - Present
Bloomberg March 2010 - September 2014
Morgan Stanley August 2004 - March 2009
Bear Stearns January 2002 - August 2004
Skills
Derivatives, Electronic Trading, Fixed Income, FX Options, FX Swaps, FX Spot, NDF, Futures Trading, Currency Futures, Credit Derivatives, Bloomberg, Capital Markets, Financial Markets, Options, Swaps, Equity Derivatives, Equities, Trading, Hedge Funds, Investment Banking
Education
Queens College
Bachelor's Degree, Economics
Matthew Giammarco Matthew Giammarco's Morgan Stanley Experience June 2015 - Present
Job Alternative Investment Services Analyst at BNY Mellon
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
BNY Mellon February 2012 - May 2015
Bank of America January 2009 - November 2011
Merrill Lynch April 2006 - January 2009
BNP Paribas October 2004 - April 2006
First Investors Corporation January 2004 - May 2004
Quinnipiac University Polling Institute January 2002 - May 2004
NTL Incorporated/CoreComm Limited May 2000 - January 2002
Skills
Equities, Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Derivatives, Investments, Financial Services, Portfolio Management, Trading, Options, Fixed Income, Middle Office, Fund Of Funds, Client Services, Financial Analysis, Credit Derivatives, Mutual Funds, Bloomberg, Securities, Structured Products, Swaps
Education
Quinnipiac University 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance -- Minor: International Business
Morgan Stanley June 2015 - Present
BNY Mellon February 2012 - May 2015
Bank of America January 2009 - November 2011
Merrill Lynch April 2006 - January 2009
BNP Paribas October 2004 - April 2006
First Investors Corporation January 2004 - May 2004
Quinnipiac University Polling Institute January 2002 - May 2004
NTL Incorporated/CoreComm Limited May 2000 - January 2002
Skills
Equities, Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Derivatives, Investments, Financial Services, Portfolio Management, Trading, Options, Fixed Income, Middle Office, Fund Of Funds, Client Services, Financial Analysis, Credit Derivatives, Mutual Funds, Bloomberg, Securities, Structured Products, Swaps
Education
Quinnipiac University 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance -- Minor: International Business
Jesse Mandelkorn's Morgan Stanley Experience January 2015 - Present
Job Analyst II Capital Markets Group Client Services Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley May 2014 - January 2015
Winchester Capital Partners September 2012 - November 2012
Honda of Annapolis July 2010 - August 2012
Podickory Point Yacht and Beach Club June 2007 - August 2009
Skills
PowerPoint, Finance, Microsoft Excel, Microsoft Word, Sales, Marketing, Social Media, Outlook, Market Research, Financial Analysis, Facebook, Microsoft Office, Social Networking, Bloomberg, Financial Modeling, Capital IQ, CRM, Project Management, Capital Markets, Analysis, Equity Capital Markets, Fixed Income, Trade Adjustment, Training
Education
Quinnipiac University - School of Business 2012 — 2013
MBA with a Finance Concentration
Quinnipiac University 2008 — 2012
Bachelor of Science (B.S.), Finance
Morgan Stanley January 2015 - Present
Morgan Stanley May 2014 - January 2015
Winchester Capital Partners September 2012 - November 2012
Honda of Annapolis July 2010 - August 2012
Podickory Point Yacht and Beach Club June 2007 - August 2009
Skills
PowerPoint, Finance, Microsoft Excel, Microsoft Word, Sales, Marketing, Social Media, Outlook, Market Research, Financial Analysis, Facebook, Microsoft Office, Social Networking, Bloomberg, Financial Modeling, Capital IQ, CRM, Project Management, Capital Markets, Analysis, Equity Capital Markets, Fixed Income, Trade Adjustment, Training
Education
Quinnipiac University - School of Business 2012 — 2013
MBA with a Finance Concentration
Quinnipiac University 2008 — 2012
Bachelor of Science (B.S.), Finance
Kristin De Maria's Morgan Stanley Experience February 2008 - Present
Job
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
Citi August 2007 - February 2008
JPMorgan Chase April 2005 - August 2007
Commerce Bank March 2004 - April 2005
Skills
•Basic Excel...
Education
Quinnipiac University 1999 — 2003
Bachelors of Arts Degree, Mass Communications
Morgan Stanley February 2008 - Present
Citi August 2007 - February 2008
JPMorgan Chase April 2005 - August 2007
Commerce Bank March 2004 - April 2005
Skills
•Basic Excel...
Education
Quinnipiac University 1999 — 2003
Bachelors of Arts Degree, Mass Communications
Ryan J. Crosby Ryan J. Crosby's Morgan Stanley Experience February 2012 - January 2014
Job Managing Director at GBIC Partners
Industry Information Technology and Services
Experience
GBIC Partners June 2014 - Present
Morgan Stanley February 2012 - January 2014
Morgan Stanley October 2009 - January 2012
Morgan Stanley June 2003 - September 2009
Morgan Stanley March 2002 - May 2003
Morgan Stanley August 2000 - February 2002
Morgan Stanley October 1998 - August 2000
Skills
Vendor Management, Market Data, Trading Systems, Risk Management, Equities, IT Strategy, Financial Services, IT Management, Servers, Strategy, Outsourcing, Enterprise Architecture, Unix, SDLC, Capital Budgeting, Global Regulatory..., Best Practices, Full project lifecycle..., Procedure Development, Inventory Management, Quality Control, Strategic Policy..., Quality Assurance, Resource Allocation, Relationship Management, Executive Management, Business Analysis, Business Continuity, IT Service Management, Disaster Recovery, IT Operations, Project Delivery, Fixed Income, Investment Banking, Infrastructure, Electronic Trading, Low Latency, Hedge Funds, PMO, Data Center, ITIL, Integration, Mergers, Storage, Trading, Information Technology, Leadership, Equity Derivatives, Sybase, Capital Markets
Education
Queensborough Community College
Business Law
GBIC Partners June 2014 - Present
Morgan Stanley February 2012 - January 2014
Morgan Stanley October 2009 - January 2012
Morgan Stanley June 2003 - September 2009
Morgan Stanley March 2002 - May 2003
Morgan Stanley August 2000 - February 2002
Morgan Stanley October 1998 - August 2000
Skills
Vendor Management, Market Data, Trading Systems, Risk Management, Equities, IT Strategy, Financial Services, IT Management, Servers, Strategy, Outsourcing, Enterprise Architecture, Unix, SDLC, Capital Budgeting, Global Regulatory..., Best Practices, Full project lifecycle..., Procedure Development, Inventory Management, Quality Control, Strategic Policy..., Quality Assurance, Resource Allocation, Relationship Management, Executive Management, Business Analysis, Business Continuity, IT Service Management, Disaster Recovery, IT Operations, Project Delivery, Fixed Income, Investment Banking, Infrastructure, Electronic Trading, Low Latency, Hedge Funds, PMO, Data Center, ITIL, Integration, Mergers, Storage, Trading, Information Technology, Leadership, Equity Derivatives, Sybase, Capital Markets
Education
Queensborough Community College
Business Law
Tami Rabinowitz Tami Rabinowitz's Morgan Stanley Experience 1986 - 2006
Job Brightwood Capital Advisors, LLC
Industry Investment Management
Experience
Brightwood Capital March 2014 - Present
PEF Services LLC 2008 - 2013
State Street 2006 - 2008
Morgan Stanley 1986 - 2006
Deloitte 1984 - 1986
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Cost Accounting, Management, Private Equity, Investments
Education
City University of New York-Queens College 1980 — 1984
Bachelor of Arts (BA), Accounting
Brightwood Capital March 2014 - Present
PEF Services LLC 2008 - 2013
State Street 2006 - 2008
Morgan Stanley 1986 - 2006
Deloitte 1984 - 1986
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Cost Accounting, Management, Private Equity, Investments
Education
City University of New York-Queens College 1980 — 1984
Bachelor of Arts (BA), Accounting
William Rebuth's Morgan Stanley Experience September 2003 - February 2008
Job Examiner at Consumer Financial Protection Bureau (CFPB)
Industry Financial Services
Experience
Consumer Financial Protection Bureau (CFPB) April 2013 - Present
Freddie Mac October 2009 - April 2013
HSBC September 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Village Consulting June 2001 - September 2003
Midland Mortgage Investment Corporation 1999 - 2001
Ocwen Federal Bank 1996 - 1999
Skills
Mortgage Banking, Loan Servicing, Loss Mitigation, Portfolio Management, Compliance, Mortgage Servicing, Underwriting, Due Diligence, Mortgage Lending, Financial Risk, Loans, Leadership, Credit, Finance, Analysis, Executive Management, Management, Mergers & Acquisitions, Valuation, Vendor Management, Credit Risk, Banking, Financial Services, Strategy, Funding, Loan Origination, Risk Management
Education
Queensborough Community College
Consumer Financial Protection Bureau (CFPB) April 2013 - Present
Freddie Mac October 2009 - April 2013
HSBC September 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Village Consulting June 2001 - September 2003
Midland Mortgage Investment Corporation 1999 - 2001
Ocwen Federal Bank 1996 - 1999
Skills
Mortgage Banking, Loan Servicing, Loss Mitigation, Portfolio Management, Compliance, Mortgage Servicing, Underwriting, Due Diligence, Mortgage Lending, Financial Risk, Loans, Leadership, Credit, Finance, Analysis, Executive Management, Management, Mergers & Acquisitions, Valuation, Vendor Management, Credit Risk, Banking, Financial Services, Strategy, Funding, Loan Origination, Risk Management
Education
Queensborough Community College
Jason Tam Jason Tam's Morgan Stanley Experience March 2012 - August 2012
Job Senior Financial Data Associate at Moody's Corporation
Industry Financial Services
Experience
Moody's Investors Service October 2014 - Present
Moody's Investors Service October 2012 - October 2014
Morgan Stanley March 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Thompson One, SharePoint, QuickBooks, Fixed Income, Bloomberg, Data Analysis
Education
City University of New York-Queens College 2009 — 2011
Bachelor of Arts, Economics
Moody's Investors Service October 2014 - Present
Moody's Investors Service October 2012 - October 2014
Morgan Stanley March 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Thompson One, SharePoint, QuickBooks, Fixed Income, Bloomberg, Data Analysis
Education
City University of New York-Queens College 2009 — 2011
Bachelor of Arts, Economics
Sarah Kahn's Morgan Stanley Experience May 2012 - May 2013
Job Research Assistant at Standard and Poors
Industry Information Services
Experience
Standard and Poors July 2015 - Present
IBISWorld June 2013 - June 2015
Morgan Stanley May 2012 - May 2013
Queens College February 2010 - April 2011
UBS January 2010 - January 2011
Skills
English, French, Hebrew, Russian, Microsoft Office, Outlook, Stata, Access, SPSS, Microsoft Excel, Research, Public Speaking, PowerPoint, Microsoft Word, Analysis, Social Media, Data Analysis
Education
Queens College 2008 — 2011
Bachelor's degree, Economics
Standard and Poors July 2015 - Present
IBISWorld June 2013 - June 2015
Morgan Stanley May 2012 - May 2013
Queens College February 2010 - April 2011
UBS January 2010 - January 2011
Skills
English, French, Hebrew, Russian, Microsoft Office, Outlook, Stata, Access, SPSS, Microsoft Excel, Research, Public Speaking, PowerPoint, Microsoft Word, Analysis, Social Media, Data Analysis
Education
Queens College 2008 — 2011
Bachelor's degree, Economics
Nick Adragna Nick Adragna's Morgan Stanley Experience August 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Bank of America - TEKSystems December 2011 - August 2013
Consultant February 2011 - January 2012
CGI - Barclays Capital April 2009 - February 2011
Lehman Brothers May 2001 - October 2008
Deutsche Bank May 1999 - May 2001
Bankers Trust Company January 1985 - May 1999
Consortium Communication Inc May 1984 - May 1985
NCR Corporation October 1980 - May 1984
Skills
Asset, Performance Management, Market Data, Vendor Management, Leadership, Business Strategy, Equities, Integration, Project Management, Investment Banking, Change Management, IT Strategy, Operations Management, Data Center, Disaster Recovery, CRM
Education
Devry Technical Institution 1978 — 1980
Communications, Digital Design, Integrated Circuitry
Queensborough Community College
Business
Morgan Stanley August 2013 - Present
Bank of America - TEKSystems December 2011 - August 2013
Consultant February 2011 - January 2012
CGI - Barclays Capital April 2009 - February 2011
Lehman Brothers May 2001 - October 2008
Deutsche Bank May 1999 - May 2001
Bankers Trust Company January 1985 - May 1999
Consortium Communication Inc May 1984 - May 1985
NCR Corporation October 1980 - May 1984
Skills
Asset, Performance Management, Market Data, Vendor Management, Leadership, Business Strategy, Equities, Integration, Project Management, Investment Banking, Change Management, IT Strategy, Operations Management, Data Center, Disaster Recovery, CRM
Education
Devry Technical Institution 1978 — 1980
Communications, Digital Design, Integrated Circuitry
Queensborough Community College
Business
Dillon Cumming's Morgan Stanley Experience June 2015 - August 2015
Job Equity Research Jr. Summer Associate at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2015 - August 2015
Wynnchurch Capital May 2013 - August 2013
Neighborhood Club 2008 - 2012
Skills
Microsoft Excel, Research, Industry Analysis, Financial Analysis, Financial Modeling, Analysis, Data Analysis, Private Equity, Public Speaking, Investments
Education
New York University, Stern School of Business 2013 — 2016
Accounting and Finance
Quinlan School of Business, Loyola University of Chicago 2012 — 2013
Finance and International Business
Detroit Country Day School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Wynnchurch Capital May 2013 - August 2013
Neighborhood Club 2008 - 2012
Skills
Microsoft Excel, Research, Industry Analysis, Financial Analysis, Financial Modeling, Analysis, Data Analysis, Private Equity, Public Speaking, Investments
Education
New York University, Stern School of Business 2013 — 2016
Accounting and Finance
Quinlan School of Business, Loyola University of Chicago 2012 — 2013
Finance and International Business
Detroit Country Day School 2008 — 2012
Stuart Levin, SPHR Stuart Levin, SPHR's Morgan Stanley Experience June 2007 - October 2008
Job Director, Human Resources and Labor Relations at MV Transportation
Industry Human Resources
Experience
MV Transportation May 2014 - Present
Whitsons Culinary Group 2011 - 2014
Boomer Strategies November 2008 - January 2011
Morgan Stanley June 2007 - October 2008
Merrill Lynch September 2004 - March 2007
Newsday March 1999 - August 2004
THE ROBERT PLAN CORPORATION August 1991 - March 1999
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Career Counseling, Employee Benefits, Entrepreneurship, HR Consulting, Recruiting, Strategic Planning, Mergers & Acquisitions, Finance, Labor Relations, Contract Negotiation, Contract Management, Onboarding, Interviews, Project Planning, Benefits Administration, Change Management, Team Building, Strategic Partnerships, Employee Engagement, Employee Training, Strategy, Policy, Employment Law, Management, Training, Leadership, Financial Services, Coaching, Resume Writing, Organizational..., Organizational..., Succession Planning, Workforce Planning, Applicant Tracking..., Career Management, Executive Management, Program Management, Personnel Management, Career Development, Organizational Design, Deferred Compensation, Insurance, Executive Coaching, Negotiation, Leadership Development
Education
Cornell University School of Labor Relations
Certificate, Contract Administration
Cornell University School of Labor Relations
Certificate, Collective Bargaining
Queens College
BA, Social Psychology
MV Transportation May 2014 - Present
Whitsons Culinary Group 2011 - 2014
Boomer Strategies November 2008 - January 2011
Morgan Stanley June 2007 - October 2008
Merrill Lynch September 2004 - March 2007
Newsday March 1999 - August 2004
THE ROBERT PLAN CORPORATION August 1991 - March 1999
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Career Counseling, Employee Benefits, Entrepreneurship, HR Consulting, Recruiting, Strategic Planning, Mergers & Acquisitions, Finance, Labor Relations, Contract Negotiation, Contract Management, Onboarding, Interviews, Project Planning, Benefits Administration, Change Management, Team Building, Strategic Partnerships, Employee Engagement, Employee Training, Strategy, Policy, Employment Law, Management, Training, Leadership, Financial Services, Coaching, Resume Writing, Organizational..., Organizational..., Succession Planning, Workforce Planning, Applicant Tracking..., Career Management, Executive Management, Program Management, Personnel Management, Career Development, Organizational Design, Deferred Compensation, Insurance, Executive Coaching, Negotiation, Leadership Development
Education
Cornell University School of Labor Relations
Certificate, Contract Administration
Cornell University School of Labor Relations
Certificate, Collective Bargaining
Queens College
BA, Social Psychology
cory colligan cory colligan's Morgan Stanley Experience April 2003 - March 2007
Job Director of Marketing and Sales at Bouquet of Fruits/Gourmet Shopping Network
Industry Food & Beverages
Experience
Bouquet of Fruits Director of Marketing and SalesBouquet of Fruits/Gourmet Shopping NetworkApril 2007 - Present
Morgan Stanley April 2003 - March 2007
Education
Queensborough Community College
AA, Language.Business
Bouquet of Fruits Director of Marketing and SalesBouquet of Fruits/Gourmet Shopping NetworkApril 2007 - Present
Morgan Stanley April 2003 - March 2007
Education
Queensborough Community College
AA, Language.Business
Alfred Obiesie Alfred Obiesie's Morgan Stanley Experience January 2011 - September 2011
Job Director
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Adam Hecht, CFP®, CRPC® Adam Hecht, CFP®, CRPC®'s Morgan Stanley Experience July 2008 - July 2009
Job Financial Advisor First Vice President Investments, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Morgan Stanley Smith Barney July 2000 - January 2011
Morgan Stanley July 2008 - July 2009
Skills
Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Cash Management, Life Insurance, Management, Sales, 401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Insurance, Investment Strategies, Risk Management, Stock Market Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Quinnipiac University 1996 — 2000
Quinnipiac University - School of Business 1996 — 2000
Bachelor of Science, Finance
Providence Country Day 1992 — 1996
High School Diploma
Wells Fargo Advisors January 2011 - Present
Morgan Stanley Smith Barney July 2000 - January 2011
Morgan Stanley July 2008 - July 2009
Skills
Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Cash Management, Life Insurance, Management, Sales, 401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Insurance, Investment Strategies, Risk Management, Stock Market Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Quinnipiac University 1996 — 2000
Quinnipiac University - School of Business 1996 — 2000
Bachelor of Science, Finance
Providence Country Day 1992 — 1996
High School Diploma
Jason Mezzancello's Morgan Stanley Experience August 2014 - Present
Job Client Service Associate at U.B.S.
Industry Financial Services
Experience
U.B.S. Financial Services September 2015 - Present
Morgan Stanley August 2014 - Present
Quinnipiac University August 2010 - May 2014
The Journal News and lohud.com May 2013 - August 2013
WellAware LLC May 2012 - August 2012
L2 Think Tank June 2012 - June 2012
UBS Wealth Management May 2011 - August 2011
Brimberg & Co. March 2010 - May 2010
Skills
Research, Social Media Analysis, Advertising Auditing, Interpersonal..., Microsoft Excel, Microsoft Power Point, Microsoft Word, Marketing Strategies, Microsoft Office, Teamwork, PowerPoint, Facebook, Management, Marketing Strategy, Social Media, Marketing, Sales, Time Management, Social Networking, Market Research, Data Analysis, Marketing Communications, Lead Generation, Customer Service
Education
Quinnipiac University 2010 — 2014
Bachelor's Degree, Marketing
U.B.S. Financial Services September 2015 - Present
Morgan Stanley August 2014 - Present
Quinnipiac University August 2010 - May 2014
The Journal News and lohud.com May 2013 - August 2013
WellAware LLC May 2012 - August 2012
L2 Think Tank June 2012 - June 2012
UBS Wealth Management May 2011 - August 2011
Brimberg & Co. March 2010 - May 2010
Skills
Research, Social Media Analysis, Advertising Auditing, Interpersonal..., Microsoft Excel, Microsoft Power Point, Microsoft Word, Marketing Strategies, Microsoft Office, Teamwork, PowerPoint, Facebook, Management, Marketing Strategy, Social Media, Marketing, Sales, Time Management, Social Networking, Market Research, Data Analysis, Marketing Communications, Lead Generation, Customer Service
Education
Quinnipiac University 2010 — 2014
Bachelor's Degree, Marketing
Adam Bortolussi's Morgan Stanley Experience June 2004 - November 2006
Job President Bortolussi Wealth Management
Industry Financial Services
Experience
Bortolussi Wealth Management, Inc. December 2010 - Present
Hayden Wood Insurance / HWI Motorsports May 2014 - Present
Columbia Management August 2010 - November 2010
Merrill Lynch November 2009 - July 2010
UBS November 2006 - September 2009
Morgan Stanley June 2004 - November 2006
Quinnipiac University May 2002 - May 2004
Skills
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined State..., Insurance, Series 7, FINRA, Finance, Small Business, Investments, Retirement, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
Salve Regina University 2010 — 2013
MBA With a Concentration in Management
Quinnipiac University 2000 — 2004
BS, Finance
Bortolussi Wealth Management, Inc. December 2010 - Present
Hayden Wood Insurance / HWI Motorsports May 2014 - Present
Columbia Management August 2010 - November 2010
Merrill Lynch November 2009 - July 2010
UBS November 2006 - September 2009
Morgan Stanley June 2004 - November 2006
Quinnipiac University May 2002 - May 2004
Skills
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined State..., Insurance, Series 7, FINRA, Finance, Small Business, Investments, Retirement, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
Salve Regina University 2010 — 2013
MBA With a Concentration in Management
Quinnipiac University 2000 — 2004
BS, Finance
Isaac Cohen Isaac Cohen's Morgan Stanley Experience 2007 - 2007
Job President at Cohen Search Group
Industry Staffing and Recruiting
Experience
Cohen Search Group April 2014 - Present
The Quest Organization 2007 - April 2014
Morgan Stanley 2007 - 2007
Skills
Executive Search, Headhunting, Head Hunter, Asset Managment, Hedge Funds, Financial Services, Talent Acquisition, Auditing, Tax, Applicant Tracking..., Onboarding, Portfolio Management, Real Estate, CPA, Talent Management, Human Resources, Fund Accounting, Performance Management, Financial Reporting, Recruiting, Cash Flow, Asset Management, Restructuring, Accounting, Corporate Finance, Financial Analysis, Private Equity, Strategy, Valuation, Cash Management, Banking, Due Diligence, Management, Internal Audit, Mergers & Acquisitions, GAAP, Financial Modeling, Start-ups, Finance, Executive Management, Contract Negotiation, Alternative Investments, Investments, Management Consulting, US GAAP, SEC filings, Investor Relations, Sarbanes-Oxley Act, Change Management
Education
Queens College
BS, Psychology
Cohen Search Group April 2014 - Present
The Quest Organization 2007 - April 2014
Morgan Stanley 2007 - 2007
Skills
Executive Search, Headhunting, Head Hunter, Asset Managment, Hedge Funds, Financial Services, Talent Acquisition, Auditing, Tax, Applicant Tracking..., Onboarding, Portfolio Management, Real Estate, CPA, Talent Management, Human Resources, Fund Accounting, Performance Management, Financial Reporting, Recruiting, Cash Flow, Asset Management, Restructuring, Accounting, Corporate Finance, Financial Analysis, Private Equity, Strategy, Valuation, Cash Management, Banking, Due Diligence, Management, Internal Audit, Mergers & Acquisitions, GAAP, Financial Modeling, Start-ups, Finance, Executive Management, Contract Negotiation, Alternative Investments, Investments, Management Consulting, US GAAP, SEC filings, Investor Relations, Sarbanes-Oxley Act, Change Management
Education
Queens College
BS, Psychology
Elizabeth Clark's Morgan Stanley Experience January 2015 - Present
Job Manager Campus Relationship Management Team at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley September 2013 - December 2014
Morgan Stanley March 2012 - October 2013
Morgan Stanley July 2011 - March 2012
Skills
Microsoft Office, Social Media, Event Planning, Public Speaking, Customer Service, PeopleSoft, College Recruiting, Budget Forecasts, Peopleclick, Employee Training
Education
Quinnipiac University 2007 — 2011
Morgan Stanley January 2015 - Present
Morgan Stanley September 2013 - December 2014
Morgan Stanley March 2012 - October 2013
Morgan Stanley July 2011 - March 2012
Skills
Microsoft Office, Social Media, Event Planning, Public Speaking, Customer Service, PeopleSoft, College Recruiting, Budget Forecasts, Peopleclick, Employee Training
Education
Quinnipiac University 2007 — 2011
Viviana Vergel Viviana Vergel's Morgan Stanley Experience September 2003 - December 2007
Job Tax Associate at H&R Block
Industry Accounting
Experience
H&R Block December 2011 - Present
MORGAN STANLEY September 2003 - December 2007
MORGAN STANLEY November 2000 - August 2003
Marsel Mirrors & Glass Products, Inc March 1998 - May 2000
Skills
Financial Statements, Payroll, Pricing, Financial Reporting, Accounting, Account Reconciliation, Tax, Finance, General Ledger, Financial Accounting, QuickBooks, Expenses, Analysis, Internal Controls, Accounts Receivable
Education
Queens College 1996 — 2000
BA, Accounting
H&R Block December 2011 - Present
MORGAN STANLEY September 2003 - December 2007
MORGAN STANLEY November 2000 - August 2003
Marsel Mirrors & Glass Products, Inc March 1998 - May 2000
Skills
Financial Statements, Payroll, Pricing, Financial Reporting, Accounting, Account Reconciliation, Tax, Finance, General Ledger, Financial Accounting, QuickBooks, Expenses, Analysis, Internal Controls, Accounts Receivable
Education
Queens College 1996 — 2000
BA, Accounting
Chabi Deochand MBA, CPA, MSc, CISA Chabi Deochand MBA, CPA, MSc, CISA's Morgan Stanley Experience December 2011 - November 2013
Job Vice President IT Audit at Citi
Industry Financial Services
Experience
Citi November 2013 - Present
Morgan Stanley December 2011 - November 2013
KPMG April 2008 - December 2011
Astoria Federal Savings February 2001 - April 2008
UPS January 1996 - February 2001
NYU Medical Center November 1993 - January 1996
Skills
SharePoint, Strategy, IT Audit, Project Management, Software Development, Outsourced Team..., CPA, CISA, MBA, IT Strategy, Software Project..., SDLC, Process Improvement, Management, Sarbanes-Oxley Act, Cloud Computing, Banking, Outsourcing, Software Documentation, XML, CRM, Risk Management, Business Analysis, PMO, Financial Risk, Oracle, Internal Controls, Financial Services, Finance, Business Process..., Unix, Auditing, Internal Audit, Information Technology
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Management
New York University - Graduate School of Arts and Sciences 1996 — 2000
MS, Computer Science
Queens College 1991 — 1994
Bachelor’s Degree, Computer Science (major) & Mathematics (minor), 3.76
Citi November 2013 - Present
Morgan Stanley December 2011 - November 2013
KPMG April 2008 - December 2011
Astoria Federal Savings February 2001 - April 2008
UPS January 1996 - February 2001
NYU Medical Center November 1993 - January 1996
Skills
SharePoint, Strategy, IT Audit, Project Management, Software Development, Outsourced Team..., CPA, CISA, MBA, IT Strategy, Software Project..., SDLC, Process Improvement, Management, Sarbanes-Oxley Act, Cloud Computing, Banking, Outsourcing, Software Documentation, XML, CRM, Risk Management, Business Analysis, PMO, Financial Risk, Oracle, Internal Controls, Financial Services, Finance, Business Process..., Unix, Auditing, Internal Audit, Information Technology
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Management
New York University - Graduate School of Arts and Sciences 1996 — 2000
MS, Computer Science
Queens College 1991 — 1994
Bachelor’s Degree, Computer Science (major) & Mathematics (minor), 3.76
Joshua Pollack's Morgan Stanley Experience April 2011 - April 2015
Job Comp and Rewards Analyst
Industry Financial Services
Experience
The Hain Celestial Group April 2015 - Present
Morgan Stanley April 2011 - April 2015
B&H Photo Video December 2009 - April 2011
Skills
Salary, Job Analysis, Deferred Compensation, HRIS, Employee Benefits, Interviews, Job Descriptions, Compensation & Benefit, Succession Planning, Analysis, Personnel Management, Performance Management, Human Resources
Education
MBA in HR Mgmt., Touro Graduate School of Business 2009 — 2012
Human Resources Management, 3.98
Queens College 2004 — 2008
BBA, Corporate Finance
The Hain Celestial Group April 2015 - Present
Morgan Stanley April 2011 - April 2015
B&H Photo Video December 2009 - April 2011
Skills
Salary, Job Analysis, Deferred Compensation, HRIS, Employee Benefits, Interviews, Job Descriptions, Compensation & Benefit, Succession Planning, Analysis, Personnel Management, Performance Management, Human Resources
Education
MBA in HR Mgmt., Touro Graduate School of Business 2009 — 2012
Human Resources Management, 3.98
Queens College 2004 — 2008
BBA, Corporate Finance
Tim Morgan Tim Morgan's Morgan Stanley Experience April 1998 - January 2001
Job Account Manager
Industry Oil & Energy
Experience
PIC Group, Inc. August 2014 - Present
Randstad Engineering US December 2011 - August 2014
ProEnergy Services August 2007 - November 2011
Randstad Engineering US March 2006 - August 2007
Sterne Agee June 2004 - May 2007
Prudential Securities January 2001 - June 2004
Morgan Stanley April 1998 - January 2001
Regional Transportation Authority of Northeastern Illinois (RTA) June 1990 - April 1998
Skills
Leadership, Sales, Energy, Management, Sales Management, Negotiation, Business Development, Power Generation, Technical Recruiting, Contract Negotiation, Engineering, Sourcing, Renewable Energy, Permanent Placement, Business Strategy, Temporary Placement, Account Management, Procurement, Contract Management, Project Management, Talent Acquisition
Education
Quinlan School of Business, Loyola University Chicago 1993 — 1996
MBA, Marketing
University of Toledo 1984 — 1989
BBA, Finance
PIC Group, Inc. August 2014 - Present
Randstad Engineering US December 2011 - August 2014
ProEnergy Services August 2007 - November 2011
Randstad Engineering US March 2006 - August 2007
Sterne Agee June 2004 - May 2007
Prudential Securities January 2001 - June 2004
Morgan Stanley April 1998 - January 2001
Regional Transportation Authority of Northeastern Illinois (RTA) June 1990 - April 1998
Skills
Leadership, Sales, Energy, Management, Sales Management, Negotiation, Business Development, Power Generation, Technical Recruiting, Contract Negotiation, Engineering, Sourcing, Renewable Energy, Permanent Placement, Business Strategy, Temporary Placement, Account Management, Procurement, Contract Management, Project Management, Talent Acquisition
Education
Quinlan School of Business, Loyola University Chicago 1993 — 1996
MBA, Marketing
University of Toledo 1984 — 1989
BBA, Finance
Christopher Mascali Christopher Mascali's Morgan Stanley Experience March 2006 - August 2006
Job FireFighter
Industry Public Safety
Experience
New York City Fire Department July 2013 - Present
Zimmer Spine / Allied Orthopedic Associates Inc. April 2012 - July 2013
Sauvage Per Lei, Inc June 2009 - April 2012
Sauvage Per Lei, Inc January 2008 - April 2012
Bayonne Golf Club August 2006 - June 2009
Morgan Stanley March 2006 - August 2006
Education
Quinnipiac University 2001 — 2005
Bachelor, Science Financial Management
New York City Fire Department July 2013 - Present
Zimmer Spine / Allied Orthopedic Associates Inc. April 2012 - July 2013
Sauvage Per Lei, Inc June 2009 - April 2012
Sauvage Per Lei, Inc January 2008 - April 2012
Bayonne Golf Club August 2006 - June 2009
Morgan Stanley March 2006 - August 2006
Education
Quinnipiac University 2001 — 2005
Bachelor, Science Financial Management
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
Irina Pinkhasov Irina Pinkhasov's Morgan Stanley Experience July 2012 - October 2012
Job Associate Accountant
Industry Accounting
Experience
Matthews & Co. February 2014 - 2014
Matthewa & Co. 2014 - 2014
Rosenblatt, Radezky, Schiff & Tepper, CPA's, P.C. November 2012 - June 2013
Morgan Stanley July 2012 - October 2012
PwC January 2012 - April 2012
MetLife April 2011 - September 2011
PwC January 2011 - April 2011
Skills
General Ledger, Financial Reporting, Accounting, Journal Entries, Reconciliation, Tax Accounting, Tax, Corporate Tax, Tax Preparation, Auditing, Financial Accounting, Financial Analysis, Income Tax, GAAP, Tax Returns, QuickBooks, Microsoft Excel, Tax Research, US GAAP
Education
Queen's College 2008 — 2011
BS, Accounting and Information System
Matthews & Co. February 2014 - 2014
Matthewa & Co. 2014 - 2014
Rosenblatt, Radezky, Schiff & Tepper, CPA's, P.C. November 2012 - June 2013
Morgan Stanley July 2012 - October 2012
PwC January 2012 - April 2012
MetLife April 2011 - September 2011
PwC January 2011 - April 2011
Skills
General Ledger, Financial Reporting, Accounting, Journal Entries, Reconciliation, Tax Accounting, Tax, Corporate Tax, Tax Preparation, Auditing, Financial Accounting, Financial Analysis, Income Tax, GAAP, Tax Returns, QuickBooks, Microsoft Excel, Tax Research, US GAAP
Education
Queen's College 2008 — 2011
BS, Accounting and Information System
Michael Trabulsy's Morgan Stanley Experience July 1998 - November 1999
Job Family Office Director at Arden Asset Management
Industry Financial Services
Experience
Arden Asset Management August 2012 - Present
Andco LLC February 2005 - August 2012
P. Schoenfeld Asset Management November 1999 - February 2005
Morgan Stanley July 1998 - November 1999
Skills
Financial Reporting, Accounts Payable, Auditing, Investments, Budgets, NYS Notary Public, Financial Accounting, Payroll, Accounting, Finance, Notary Public, Management, Strategic Planning, Portfolio Management
Education
Quinnipiac University 1994 — 1998
Bachelor of Science, Accounting
Archbishop Molloy High School 1990 — 1994
Diploma with Honors
Arden Asset Management August 2012 - Present
Andco LLC February 2005 - August 2012
P. Schoenfeld Asset Management November 1999 - February 2005
Morgan Stanley July 1998 - November 1999
Skills
Financial Reporting, Accounts Payable, Auditing, Investments, Budgets, NYS Notary Public, Financial Accounting, Payroll, Accounting, Finance, Notary Public, Management, Strategic Planning, Portfolio Management
Education
Quinnipiac University 1994 — 1998
Bachelor of Science, Accounting
Archbishop Molloy High School 1990 — 1994
Diploma with Honors
Dina Eidman, CPA Dina Eidman, CPA's Morgan Stanley Experience August 2010 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Deloitte January 2007 - September 2010
Education
Queens College 2003 — 2006
Morgan Stanley August 2010 - Present
Deloitte January 2007 - September 2010
Education
Queens College 2003 — 2006
Elizabeth Armstrong Elizabeth Armstrong's Morgan Stanley Experience 2005 - 2005
Job Brand Communications at Juliska
Industry Public Relations and Communications
Experience
Juliska July 2013 - Present
Vineyard Vines March 2011 - July 2013
Vineyard Vines January 2009 - March 2011
vineyard vines June 2007 - January 2009
Stradley Ronon 2006 - 2006
Morgan Stanley 2005 - 2005
Skills
Brand Development, Public Relations, Marketing, Creative Strategy, Copy Writing, Social Media, Social Media Marketing, Fashion, Strategic Partnerships, Event Planning, Social Networking, Press Releases, Merchandising, Brand Management, Advertising, Event Management, Marketing Strategy, Integrated Marketing
Education
Quinnipiac University 2003 — 2007
B.A., English & Public Relations, Cum Laude
Lorenzo de' Medici - The Italian International Institute 2006 — 2006
European Literature
Juliska July 2013 - Present
Vineyard Vines March 2011 - July 2013
Vineyard Vines January 2009 - March 2011
vineyard vines June 2007 - January 2009
Stradley Ronon 2006 - 2006
Morgan Stanley 2005 - 2005
Skills
Brand Development, Public Relations, Marketing, Creative Strategy, Copy Writing, Social Media, Social Media Marketing, Fashion, Strategic Partnerships, Event Planning, Social Networking, Press Releases, Merchandising, Brand Management, Advertising, Event Management, Marketing Strategy, Integrated Marketing
Education
Quinnipiac University 2003 — 2007
B.A., English & Public Relations, Cum Laude
Lorenzo de' Medici - The Italian International Institute 2006 — 2006
European Literature
Eric Reizis Eric Reizis's Morgan Stanley Experience March 2013 - Present
Job Middle Markets Equity Sales / Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Barclays Capital November 2010 - March 2013
K Capital Markets March 2008 - May 2010
Lehman Brothers May 2005 - February 2008
Skills
Alternative Investments, Asset Management, Capital Markets, Bloomberg, Bonds, Equities, Equity Derivatives, Finance, Investments, Hedge Funds, Financial Services, Portfolio Management, Options, Middle Office, Fixed Income, Series 63, Securities, Sales, Trading, Series 7
Education
Quinnipiac University 2002 — 2006
Bachelors, Finance, Economics
Morgan Stanley March 2013 - Present
Barclays Capital November 2010 - March 2013
K Capital Markets March 2008 - May 2010
Lehman Brothers May 2005 - February 2008
Skills
Alternative Investments, Asset Management, Capital Markets, Bloomberg, Bonds, Equities, Equity Derivatives, Finance, Investments, Hedge Funds, Financial Services, Portfolio Management, Options, Middle Office, Fixed Income, Series 63, Securities, Sales, Trading, Series 7
Education
Quinnipiac University 2002 — 2006
Bachelors, Finance, Economics
Brendan Mulcahy's Morgan Stanley Experience June 2015 - Present
Job Student at Quinnipiac University
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Education
Quinnipiac University 2014 — 2018
Finance, General
Xaverian Brothers High School 2010 — 2014
Morgan Stanley June 2015 - Present
Education
Quinnipiac University 2014 — 2018
Finance, General
Xaverian Brothers High School 2010 — 2014
Joseph Tirado Joseph Tirado's Morgan Stanley Experience 2004 - 2011
Job Trust Officer at Capital One
Industry Financial Services
Experience
Morgan Stanley Private Bank July 2004 - September 2014
Morgan Stanley 2004 - 2011
Skills
Wealth Management, Wealth Management..., Trust Services
Education
Queens College 1997 — 2001
Bachelor's Degree, Sociology
Morgan Stanley Private Bank July 2004 - September 2014
Morgan Stanley 2004 - 2011
Skills
Wealth Management, Wealth Management..., Trust Services
Education
Queens College 1997 — 2001
Bachelor's Degree, Sociology
Jason Toy Jason Toy's Morgan Stanley Experience June 2010 - April 2013
Job Technical Account Manager at EMC
Industry Information Technology and Services
Experience
EMC April 2013 - Present
Morgan Stanley June 2010 - April 2013
Weeden & Co. February 2009 - May 2010
Lehman Brothers April 2004 - November 2008
Prudential Financial January 2000 - March 2004
Skills
Disaster Recovery, Trading Systems, Market Data, Data Center, Enterprise Architecture, Vendor Management, Active Directory, Citrix, Business Continuity, IT Strategy, Infrastructure, IT Management, Windows Server, IT Operations, ITIL, Unix, High Availability
Education
Quinnipiac University 1995 — 1999
BS
EMC April 2013 - Present
Morgan Stanley June 2010 - April 2013
Weeden & Co. February 2009 - May 2010
Lehman Brothers April 2004 - November 2008
Prudential Financial January 2000 - March 2004
Skills
Disaster Recovery, Trading Systems, Market Data, Data Center, Enterprise Architecture, Vendor Management, Active Directory, Citrix, Business Continuity, IT Strategy, Infrastructure, IT Management, Windows Server, IT Operations, ITIL, Unix, High Availability
Education
Quinnipiac University 1995 — 1999
BS
Steve Pomerantz, Ph. D. Steve Pomerantz, Ph. D.'s Morgan Stanley Experience 1987 - 1988
Job Securities Litigation Expert
Industry Financial Services
Experience
Steve Pomerantz LLC January 2000 - Present
Weiss Peck & Greer 1992 - 2000
Nomura Securities 1990 - 1992
Citibank 1988 - 1990
Morgan Stanley 1987 - 1988
Bank of America 1986 - 1986
Skills
Hedge Funds, Portfolio Management, Asset Management, Risk Management, Alternative Investments, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Statistics, Asset Managment, Expert Witness, Capital Markets, Investments, Asset Allocation, Securities, Valuation, Equities, Fund Of Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Markets, Quantitative Finance, Structured Products, Financial Analysis, Economics, Pensions, Finance, 401k, Retirement Planning, Investment Management, Options, ETFs, Bonds, Bloomberg, Private Equity, ALM, FINRA, Pension Funds, Defined Benefit, Equity Research, Credit Derivatives, Series 24, Equity Trading, Trading, Financial Services, Investment Banking, Prime Brokerage, Series 7
Education
University of California, Berkeley 1981 — 1986
PhD, Mathematics
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (BA), Mathematics
Steve Pomerantz LLC January 2000 - Present
Weiss Peck & Greer 1992 - 2000
Nomura Securities 1990 - 1992
Citibank 1988 - 1990
Morgan Stanley 1987 - 1988
Bank of America 1986 - 1986
Skills
Hedge Funds, Portfolio Management, Asset Management, Risk Management, Alternative Investments, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Statistics, Asset Managment, Expert Witness, Capital Markets, Investments, Asset Allocation, Securities, Valuation, Equities, Fund Of Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Markets, Quantitative Finance, Structured Products, Financial Analysis, Economics, Pensions, Finance, 401k, Retirement Planning, Investment Management, Options, ETFs, Bonds, Bloomberg, Private Equity, ALM, FINRA, Pension Funds, Defined Benefit, Equity Research, Credit Derivatives, Series 24, Equity Trading, Trading, Financial Services, Investment Banking, Prime Brokerage, Series 7
Education
University of California, Berkeley 1981 — 1986
PhD, Mathematics
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (BA), Mathematics
Anca Chelaru Anca Chelaru's Morgan Stanley Experience July 2010 - May 2011
Job Dividend analyst Actuarial Services at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2014 - Present
BioScrip, Inc. October 2013 - Present
New York Life Insurance Company August 2011 - December 2014
Walsh Associates January 2007 - July 2011
Morgan Stanley July 2010 - May 2011
Goldman Sachs February 2010 - April 2010
UBS AG – UBS International and Marketing Technologies October 2008 - May 2009
Morgan Stanley Capital International October 2007 - August 2008
UBS AG – Transactions Products January 2007 - September 2007
Skills
Excel, Word, PowerPoint, Access, Visual Basic, Bloomberg, Adobe Acrobat, English, Romanian, Scuba Diving, ACT, SnagIt, Rumba, Lotus Notes, Visio, Databases, Financial Analysis, Microsoft Excel, Microsoft Word, Training, Management, Risk Management, Analysis, Microsoft Office, Finance, Financial Modeling
Education
City University of New York-Queens College 2010 — 2011
MS, Risk Management
Queens College 2007 — 2009
BBA, Finance; Economics
Queens College 2004 — 2006
BA, Applied math in economics
1998 — 2001
Transfered to US, Math and Physics
Economic nr 1 - Iasi 1992 — 1996
Comert
Negruzzi - Iasi - clasele 5-8 1988 — 1992
New York Life Insurance Company December 2014 - Present
BioScrip, Inc. October 2013 - Present
New York Life Insurance Company August 2011 - December 2014
Walsh Associates January 2007 - July 2011
Morgan Stanley July 2010 - May 2011
Goldman Sachs February 2010 - April 2010
UBS AG – UBS International and Marketing Technologies October 2008 - May 2009
Morgan Stanley Capital International October 2007 - August 2008
UBS AG – Transactions Products January 2007 - September 2007
Skills
Excel, Word, PowerPoint, Access, Visual Basic, Bloomberg, Adobe Acrobat, English, Romanian, Scuba Diving, ACT, SnagIt, Rumba, Lotus Notes, Visio, Databases, Financial Analysis, Microsoft Excel, Microsoft Word, Training, Management, Risk Management, Analysis, Microsoft Office, Finance, Financial Modeling
Education
City University of New York-Queens College 2010 — 2011
MS, Risk Management
Queens College 2007 — 2009
BBA, Finance; Economics
Queens College 2004 — 2006
BA, Applied math in economics
1998 — 2001
Transfered to US, Math and Physics
Economic nr 1 - Iasi 1992 — 1996
Comert
Negruzzi - Iasi - clasele 5-8 1988 — 1992
Nancy Leeman Nancy Leeman's Morgan Stanley Experience 2013 - 2014
Job Organizational Effectiveness and Learning and Development at PSEG
Industry Human Resources
Experience
PSEG 2014 - Present
Morgan Stanley 2013 - 2014
Independent Consultant 2010 - 2013
University of Utah 2011 - 2011
Artworks for Kids! 2006 - 2008
Eisai Pharmaceuticals 2000 - 2002
JPMorgan Chase 1995 - 1999
MCI Corporation 1990 - 1995
Citi 1980 - 1990
Skills
Executive Coaching, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Leadership Development, Onboarding, Benefits Administration, Talent Management, Coaching, HRIS, Deferred Compensation, Employee Engagement, Human Resources, Recruiting, FMLA, Employee Benefits, Organizational..., Team Building, Succession Planning, Management, Policy, Labor Relations, Workforce Planning, Employee Training, Organizational Design, College Recruiting, Executive Search, Program Management, Personnel Management, Compensation & Benefit, Applicant Tracking..., Employment Law, Interviews, New Hire Orientations, Strategy, Career Development, HR Policies, Technical Recruiting, Conflict Resolution, HR Consulting
Education
University of Utah 2007 — 2010
MPA, Nonprofit Strategy and Leadership
Queens College 1980 — 1984
B.A., Sociology
PSEG 2014 - Present
Morgan Stanley 2013 - 2014
Independent Consultant 2010 - 2013
University of Utah 2011 - 2011
Artworks for Kids! 2006 - 2008
Eisai Pharmaceuticals 2000 - 2002
JPMorgan Chase 1995 - 1999
MCI Corporation 1990 - 1995
Citi 1980 - 1990
Skills
Executive Coaching, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Leadership Development, Onboarding, Benefits Administration, Talent Management, Coaching, HRIS, Deferred Compensation, Employee Engagement, Human Resources, Recruiting, FMLA, Employee Benefits, Organizational..., Team Building, Succession Planning, Management, Policy, Labor Relations, Workforce Planning, Employee Training, Organizational Design, College Recruiting, Executive Search, Program Management, Personnel Management, Compensation & Benefit, Applicant Tracking..., Employment Law, Interviews, New Hire Orientations, Strategy, Career Development, HR Policies, Technical Recruiting, Conflict Resolution, HR Consulting
Education
University of Utah 2007 — 2010
MPA, Nonprofit Strategy and Leadership
Queens College 1980 — 1984
B.A., Sociology
Adrienne Ieda Adrienne Ieda's Morgan Stanley Experience 1990 - Present
Job Morgan Stanley Executive Assistant Fixed Income Management
Industry Financial Services
Experience
Morgan Stanley 1990 - Present
Morgan Stanley January 2008 - January 2014
Education
Queens College 1979 — 1981
Elementary Education and Teaching
Queens College
Morgan Stanley 1990 - Present
Morgan Stanley January 2008 - January 2014
Education
Queens College 1979 — 1981
Elementary Education and Teaching
Queens College
Matt Tcherkezian Matt Tcherkezian's Morgan Stanley Experience November 2013 - May 2014
Job Risk Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services February 2015 - Present
Morgan Stanley November 2013 - May 2014
Tcherkezian Financial Trading, LLC. April 2012 - June 2013
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Outlook, Marketing, Social Media, Time Management, Financial Analysis, Social Networking, Account Management, Data Analysis, Social Media Marketing, Microsoft Excel
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of South Carolina-Columbia 2007 — 2011
Finance and Business Management, Investments and Securities
Citco Fund Services February 2015 - Present
Morgan Stanley November 2013 - May 2014
Tcherkezian Financial Trading, LLC. April 2012 - June 2013
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Outlook, Marketing, Social Media, Time Management, Financial Analysis, Social Networking, Account Management, Data Analysis, Social Media Marketing, Microsoft Excel
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of South Carolina-Columbia 2007 — 2011
Finance and Business Management, Investments and Securities
Niki Demakis Niki Demakis's Morgan Stanley Experience March 2009 - February 2014
Job Director Human Resources at BlackRock
Industry Financial Services
Experience
BlackRock March 2014 - Present
Morgan Stanley March 2009 - February 2014
Morgan Stanley January 2005 - February 2014
Skills
Certified Public..., Accounting, Financial Analysis, Payroll, Financial Reporting, Sarbanes-Oxley Act, Strategic Planning
Education
Queens College
Bachelor of Arts (B.A.), Accounting and Economics
BlackRock March 2014 - Present
Morgan Stanley March 2009 - February 2014
Morgan Stanley January 2005 - February 2014
Skills
Certified Public..., Accounting, Financial Analysis, Payroll, Financial Reporting, Sarbanes-Oxley Act, Strategic Planning
Education
Queens College
Bachelor of Arts (B.A.), Accounting and Economics
Aviva Lipkin, CAMS's Morgan Stanley Experience July 2006 - February 2011
Job Managing Director Head of AntiMoney Laundering and OFAC Compliance Americas at ABN AMRO
Industry Investment Banking
Experience
ABN AMRO February 2011 - Present
Morgan Stanley July 2006 - February 2011
WestLB 2002 - 2006
Banco Bilbao Vizcaya Argentaria 1999 - 2002
Bankers Trust/Deutsche Bank 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Chemical Bank 1993 - 1994
Skills
AML, KYC, OFAC, Bank Secrecy Act, USA PATRIOT Act, Sanction, Financial Risk, Fraud, Operational Risk, Compliance
Education
Queens College 1990 — 1993
B.A. Accounting, Accounting and Business Law
ABN AMRO February 2011 - Present
Morgan Stanley July 2006 - February 2011
WestLB 2002 - 2006
Banco Bilbao Vizcaya Argentaria 1999 - 2002
Bankers Trust/Deutsche Bank 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Chemical Bank 1993 - 1994
Skills
AML, KYC, OFAC, Bank Secrecy Act, USA PATRIOT Act, Sanction, Financial Risk, Fraud, Operational Risk, Compliance
Education
Queens College 1990 — 1993
B.A. Accounting, Accounting and Business Law
Bryan Geffen, MBA Bryan Geffen, MBA's Morgan Stanley Experience October 2011 - September 2012
Job Commercial Real Estate Debt Financing at Meridian Capital
Industry Commercial Real Estate
Experience
Meridian Capital Group January 2015 - Present
Barclays Investment Bank September 2012 - December 2014
Morgan Stanley October 2011 - September 2012
Hapoel Eilat September 2010 - June 2011
Sterling National Bank September 2009 - September 2010
Skills
Financial Analysis, Loans, Investments, Financial Modeling, Fixed Income, Finance, Risk Management, Asset Management, Banking, Hedge Funds, Bloomberg
Education
Walden University MBA 2011 — 2012
MBA, Corporate Finance
Quinnipiac University 2007 — 2009
Bachelors, Psychology
Meridian Capital Group January 2015 - Present
Barclays Investment Bank September 2012 - December 2014
Morgan Stanley October 2011 - September 2012
Hapoel Eilat September 2010 - June 2011
Sterling National Bank September 2009 - September 2010
Skills
Financial Analysis, Loans, Investments, Financial Modeling, Fixed Income, Finance, Risk Management, Asset Management, Banking, Hedge Funds, Bloomberg
Education
Walden University MBA 2011 — 2012
MBA, Corporate Finance
Quinnipiac University 2007 — 2009
Bachelors, Psychology
Tao Luo's Morgan Stanley Experience September 2005 - September 2008
Job VP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2012 - Present
Barclays Capital September 2008 - May 2012
Morgan Stanley September 2005 - September 2008
Thomson Financial December 1999 - September 2005
Skills
Fixed Income
Education
Queens College
Shandong University
JPMorgan Chase May 2012 - Present
Barclays Capital September 2008 - May 2012
Morgan Stanley September 2005 - September 2008
Thomson Financial December 1999 - September 2005
Skills
Fixed Income
Education
Queens College
Shandong University
T.R. Sanford II T.R. Sanford II's Morgan Stanley Experience October 1997 - November 1998
Job Estate Planning, Elder Law and Guardianship
Industry Law Practice
Experience
Sanford Law Firm October 2011 - Present
Law Offices of Jonathan S. Frank May 2009 - October 2011
Sanford Law Firm, PA April 2008 - May 2009
Attorney General's Office of South Carolina March 2006 - August 2006
Wachovia Securities April 2000 - August 2004
The Vanguard Group November 1998 - April 2000
Morgan Stanley October 1997 - November 1998
Skills
Estate Planning, Asset Protection, Elder Law, Medicaid, Long-term Care, Trusts, Powers of Attorney, Wills, Estate Administration, LLC, Estate Tax Planning, Estate Law, Business Formation, Guardianship, Charitable Trusts
Education
University of South Carolina School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Queens University of Charlotte 2000 — 2004
MBA, Marketing
Queens University of Charlotte 1991 — 1995
BA, History
WANDO High School
Sanford Law Firm October 2011 - Present
Law Offices of Jonathan S. Frank May 2009 - October 2011
Sanford Law Firm, PA April 2008 - May 2009
Attorney General's Office of South Carolina March 2006 - August 2006
Wachovia Securities April 2000 - August 2004
The Vanguard Group November 1998 - April 2000
Morgan Stanley October 1997 - November 1998
Skills
Estate Planning, Asset Protection, Elder Law, Medicaid, Long-term Care, Trusts, Powers of Attorney, Wills, Estate Administration, LLC, Estate Tax Planning, Estate Law, Business Formation, Guardianship, Charitable Trusts
Education
University of South Carolina School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Queens University of Charlotte 2000 — 2004
MBA, Marketing
Queens University of Charlotte 1991 — 1995
BA, History
WANDO High School
Yelena Poretskaya Yelena Poretskaya's Morgan Stanley Experience September 1999 - March 2001
Job Client OnBoarding Officer at J.P. Morgan Securities
Industry Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan March 2013 - August 2014
Nordea November 2012 - February 2013
HSBC Bank USA, N.A. December 2010 - October 2012
HSBC Bank USA, N.A. April 2008 - December 2010
HSBC Bank USA, N.A. September 2006 - April 2008
UBS Global Asset Management October 2004 - September 2006
Mutual Fund March 2001 - September 2004
Morgan Stanley September 1999 - March 2001
Morgan Stanley February 1999 - September 1999
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Due Diligence, Financial Services, Fund Of Funds, KYC, Financial Reporting, Bloomberg, Fixed Income, Financial Analysis, Fund Administration, Accounting, Credit Analysis, Alternative Investments, Back Office, Securities, Middle Office, Financial Statements, Financial Risk, Equities, Portfolio Management, Account Reconciliation, Derivatives, Asset Management, Banking, AML, Risk Management, Compliance, Onboarding, Valuation, Credit Risk, Credit, Auditing, Internal Audit, Cash Management, Investment Banking, Anti Money Laundering
Education
Queens College, City University of New York 1994 — 1999
Bachelor of Arts, Accounting and Information Systems
Queens College 1994 — 1998
BA, Accounting & Info Systems
J.P. Morgan September 2014 - Present
J.P. Morgan March 2013 - August 2014
Nordea November 2012 - February 2013
HSBC Bank USA, N.A. December 2010 - October 2012
HSBC Bank USA, N.A. April 2008 - December 2010
HSBC Bank USA, N.A. September 2006 - April 2008
UBS Global Asset Management October 2004 - September 2006
Mutual Fund March 2001 - September 2004
Morgan Stanley September 1999 - March 2001
Morgan Stanley February 1999 - September 1999
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Due Diligence, Financial Services, Fund Of Funds, KYC, Financial Reporting, Bloomberg, Fixed Income, Financial Analysis, Fund Administration, Accounting, Credit Analysis, Alternative Investments, Back Office, Securities, Middle Office, Financial Statements, Financial Risk, Equities, Portfolio Management, Account Reconciliation, Derivatives, Asset Management, Banking, AML, Risk Management, Compliance, Onboarding, Valuation, Credit Risk, Credit, Auditing, Internal Audit, Cash Management, Investment Banking, Anti Money Laundering
Education
Queens College, City University of New York 1994 — 1999
Bachelor of Arts, Accounting and Information Systems
Queens College 1994 — 1998
BA, Accounting & Info Systems
Alla Ilyasova Alla Ilyasova's Morgan Stanley Experience January 2010 - Present
Job Director at Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Citibank North America - Citi August 2007 - July 2009
Credit Suisse June 2006 - August 2007
Morgan Stanley February 2001 - June 2006
AIG December 1997 - February 2001
Skills
Financial Analysis, Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Management Reporting, Capital Markets, Portfolio Management, Accounting
Education
Queens College 1994 — 1998
Queen's College
Bachelor's degree
Morgan Stanley January 2010 - Present
Citibank North America - Citi August 2007 - July 2009
Credit Suisse June 2006 - August 2007
Morgan Stanley February 2001 - June 2006
AIG December 1997 - February 2001
Skills
Financial Analysis, Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Management Reporting, Capital Markets, Portfolio Management, Accounting
Education
Queens College 1994 — 1998
Queen's College
Bachelor's degree
Peter Chien Peter Chien's Morgan Stanley Experience May 1998 - May 2015
Job System Administrator at Sandata Technologies
Industry Computer Software
Experience
Sandata Technologies August 2015 - Present
PC@NY Service Center May 2012 - Present
Morgan Stanley May 1998 - May 2015
ReMax FH Realty November 2002 - June 2005
Amarex Technology Inc. (Converse) August 1995 - May 1998
ProMax PC Center January 1990 - August 1995
Taco Bell 3200 July 1990 - October 1993
Skills
Hardware, Unix, Microsoft Office, Customer Service, Database Design, Internet, Network Administration, IT Operations, Unix Shell Scripting, Ubuntu, User Interface Design, Visio, Windows, Web Services, Web Applications, Web Development, XML, Android, Android Development, Android SDK, Eclipse, PHP Applications, MySQL, HTML, CSS, JavaScript, java, Program Management
Education
Queens College 1990 — 1995
Computer Science, Major
Queens College 1990 — 1995
Accounting, Major
Queens College 1990 — 1995
Economics, Minor
Francis Lewis High School 1987 — 1990
Sandata Technologies August 2015 - Present
PC@NY Service Center May 2012 - Present
Morgan Stanley May 1998 - May 2015
ReMax FH Realty November 2002 - June 2005
Amarex Technology Inc. (Converse) August 1995 - May 1998
ProMax PC Center January 1990 - August 1995
Taco Bell 3200 July 1990 - October 1993
Skills
Hardware, Unix, Microsoft Office, Customer Service, Database Design, Internet, Network Administration, IT Operations, Unix Shell Scripting, Ubuntu, User Interface Design, Visio, Windows, Web Services, Web Applications, Web Development, XML, Android, Android Development, Android SDK, Eclipse, PHP Applications, MySQL, HTML, CSS, JavaScript, java, Program Management
Education
Queens College 1990 — 1995
Computer Science, Major
Queens College 1990 — 1995
Accounting, Major
Queens College 1990 — 1995
Economics, Minor
Francis Lewis High School 1987 — 1990
Alicia Espinal Alicia Espinal's Morgan Stanley Experience March 2014 - Present
Job Account Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley October 2012 - February 2014
Greenberg & Co. April 2012 - July 2012
Greenberg & Co August 2011 - May 2012
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Finance, Legal Research, Securities, Securities Market, Securities Regulation, Legal Writing, General Securities..., Communication Skills, Client Confidentiality, Microsoft Excel, Event Planning, Management, Microsoft Office, PowerPoint, Research, Spanish, PeopleSoft, Outlook, Customer Service, Online Research, Human Resources, Office Administration, Employment Verifications, Conference Coordination, Internal & External..., Scheduling Management, Coordinating Meetings, Business Objects, Expense Management
Education
Quinnipiac University 2008 — 2012
Bachelor of Arts, Legal Studies
Richmond, The American International University in London 2011 — 2011
Study abroad, Florence, Italy
The Washington Center 2012 — 2012
Academic Seminar, Inside Washington: Race to the Presidency/ Media & Politics
Morgan Stanley March 2014 - Present
Morgan Stanley October 2012 - February 2014
Greenberg & Co. April 2012 - July 2012
Greenberg & Co August 2011 - May 2012
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Finance, Legal Research, Securities, Securities Market, Securities Regulation, Legal Writing, General Securities..., Communication Skills, Client Confidentiality, Microsoft Excel, Event Planning, Management, Microsoft Office, PowerPoint, Research, Spanish, PeopleSoft, Outlook, Customer Service, Online Research, Human Resources, Office Administration, Employment Verifications, Conference Coordination, Internal & External..., Scheduling Management, Coordinating Meetings, Business Objects, Expense Management
Education
Quinnipiac University 2008 — 2012
Bachelor of Arts, Legal Studies
Richmond, The American International University in London 2011 — 2011
Study abroad, Florence, Italy
The Washington Center 2012 — 2012
Academic Seminar, Inside Washington: Race to the Presidency/ Media & Politics
Eric Bretscher Eric Bretscher's Morgan Stanley Experience November 2014 - Present
Job Collateral Analyst at Morgan Stanley.
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Oppenheimer & Co. November 2010 - February 2014
Oppenheimer & Co November 2010 - November 2011
American Independence Financial Services February 2009 - March 2010
Skills
Portfolio Management
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Entrepreneurship And Small Business Management
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Entrepreneurship & Small Business Management
Morgan Stanley November 2014 - Present
Oppenheimer & Co. November 2010 - February 2014
Oppenheimer & Co November 2010 - November 2011
American Independence Financial Services February 2009 - March 2010
Skills
Portfolio Management
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Entrepreneurship And Small Business Management
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Entrepreneurship & Small Business Management
Ilya Lyandvert's Morgan Stanley Experience March 1989 - May 2006
Job Senior IT Professional with Business Analysis Expertise
Industry Information Technology and Services
Experience
Chiron Business Solutions September 2014 - Present
EmblemHealth June 2006 - June 2014
Morgan Stanley March 1989 - May 2006
Pershing, a BNY Mellon company July 1987 - March 1989
Skills
Software Development, Windows, Software Project..., Agile Methodologies, Requirements Analysis, Databases, Integration, Business Intelligence, Microsoft Office, MS Project, Visio, JCL, COBOLII, CICS, SQL, DB2, VSAM, Oracle, COBOL, Analysis, Business Analysis, SDLC, Business Rules, UML
Education
City University of New York-Queens College
Bachelor's degree
Chiron Business Solutions September 2014 - Present
EmblemHealth June 2006 - June 2014
Morgan Stanley March 1989 - May 2006
Pershing, a BNY Mellon company July 1987 - March 1989
Skills
Software Development, Windows, Software Project..., Agile Methodologies, Requirements Analysis, Databases, Integration, Business Intelligence, Microsoft Office, MS Project, Visio, JCL, COBOLII, CICS, SQL, DB2, VSAM, Oracle, COBOL, Analysis, Business Analysis, SDLC, Business Rules, UML
Education
City University of New York-Queens College
Bachelor's degree
Dennis Velasco's Morgan Stanley Experience July 1998 - October 2000
Job Senior Video Production Specialist at WileyBlackwell
Industry Publishing
Experience
Wiley-Blackwell June 2014 - Present
Wiley-Blackwell November 2003 - May 2014
The New York Times Company November 2006 - June 2009
Elsevier August 2002 - November 2003
John Wiley and Sons October 2000 - July 2002
Morgan Stanley July 1998 - October 2000
Skills
Video Editing, SEO, Photoshop, Audio Editing, Editing, Storytelling, Media Analysis, Online Publishing, Copy Editing, Editorial, Content Management, Publishing, Final Cut Pro, Content Creation, Video, Content Strategy, Basketball, Facebook, Creative Writing, Blogging, CMS, Social Media, Advertising, Entertainment, Film, Creative Direction
Education
Queens College 1999 — 2005
MLS, Library Science
Queens College 1994 — 1998
BA, English; Irish Studies (Minor)
Wiley-Blackwell June 2014 - Present
Wiley-Blackwell November 2003 - May 2014
The New York Times Company November 2006 - June 2009
Elsevier August 2002 - November 2003
John Wiley and Sons October 2000 - July 2002
Morgan Stanley July 1998 - October 2000
Skills
Video Editing, SEO, Photoshop, Audio Editing, Editing, Storytelling, Media Analysis, Online Publishing, Copy Editing, Editorial, Content Management, Publishing, Final Cut Pro, Content Creation, Video, Content Strategy, Basketball, Facebook, Creative Writing, Blogging, CMS, Social Media, Advertising, Entertainment, Film, Creative Direction
Education
Queens College 1999 — 2005
MLS, Library Science
Queens College 1994 — 1998
BA, English; Irish Studies (Minor)
Mark Pinkhasov's Morgan Stanley Experience 2004 - 2007
Job Advisor at CVS Caremark
Industry Information Technology and Services
Experience
CVS Caremark Corporation 2009 - Present
BlackRock 2007 - 2009
Morgan Stanley 2004 - 2007
Summit Systems 1999 - 2003
Computer Associates June 1997 - June 1999
Skills
Software Project..., SQL, TCP/IP, Sybase, Business Analysis, Agile Methodologies, SDLC, Software Development, Databases, Unix, Oracle
Education
Queens College 1993 — 1997
BS, Computer Science
CVS Caremark Corporation 2009 - Present
BlackRock 2007 - 2009
Morgan Stanley 2004 - 2007
Summit Systems 1999 - 2003
Computer Associates June 1997 - June 1999
Skills
Software Project..., SQL, TCP/IP, Sybase, Business Analysis, Agile Methodologies, SDLC, Software Development, Databases, Unix, Oracle
Education
Queens College 1993 — 1997
BS, Computer Science
Eric Soh, PMP's Morgan Stanley Experience September 2007 - June 2011
Job VP Head of Business Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF May 2011 - July 2013
Morgan Stanley September 2007 - June 2011
JPMorgan Chase & Co January 2004 - September 2007
Skills
Asset Management
Education
Queens College 2003 — 2005
MS, Accounting & Information Systems
TIAA-CREF July 2013 - Present
TIAA-CREF May 2011 - July 2013
Morgan Stanley September 2007 - June 2011
JPMorgan Chase & Co January 2004 - September 2007
Skills
Asset Management
Education
Queens College 2003 — 2005
MS, Accounting & Information Systems
Glenn Seickel's Morgan Stanley Experience 1998 - 2005
Job Service Manager at EMC
Industry Information Technology and Services
Catherine Mortimer's Morgan Stanley Experience October 2012 - Present
Job Global IT Ops/Project Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2012 - Present
Morgan Stanley April 2010 - October 2012
Morgan Stanley April 2009 - April 2010
Morgan Stanley April 2007 - April 2009
Skills
Information Technology, Vendor Management, Business Analysis, IT Strategy, Investment Banking, Risk Management, SDLC, Project Portfolio..., Software Project..., Project Management, ITIL, Fixed Income, Project Delivery, Disaster Recovery, PMO, Capital Markets, Financial Services, SharePoint, Equities, IT Service Management, Stakeholder Management, Visio, MS Project, IT Management, Databases
Education
Queensland University of Technology 1990 — 2004
Bachelor of Business, Marketing
St Margaret's Anglican Girls School
Morgan Stanley October 2012 - Present
Morgan Stanley April 2010 - October 2012
Morgan Stanley April 2009 - April 2010
Morgan Stanley April 2007 - April 2009
Skills
Information Technology, Vendor Management, Business Analysis, IT Strategy, Investment Banking, Risk Management, SDLC, Project Portfolio..., Software Project..., Project Management, ITIL, Fixed Income, Project Delivery, Disaster Recovery, PMO, Capital Markets, Financial Services, SharePoint, Equities, IT Service Management, Stakeholder Management, Visio, MS Project, IT Management, Databases
Education
Queensland University of Technology 1990 — 2004
Bachelor of Business, Marketing
St Margaret's Anglican Girls School
Andrew Fodiman's Morgan Stanley Experience July 1999 - Present
Job VP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 1999 - Present
Lehman Brothers September 1996 - July 1999
Education
Queens College 1990 — 1994
Hebrew Academy of Five Towns and Rockaway 1986 — 1990
HS
Morgan Stanley July 1999 - Present
Lehman Brothers September 1996 - July 1999
Education
Queens College 1990 — 1994
Hebrew Academy of Five Towns and Rockaway 1986 — 1990
HS
Jack Mercica's Morgan Stanley Experience February 2000 - February 2005
Job Financial Advisor at Ridgeway Conger, Inc.
Industry Financial Services
Experience
Ridgeway Conger, Inc. February 2005 - Present
Morgan Stanley February 2000 - February 2005
Education
Queens College 1964 — 1976
Ridgeway Conger, Inc. February 2005 - Present
Morgan Stanley February 2000 - February 2005
Education
Queens College 1964 — 1976
Diane McCray's Morgan Stanley Experience June 1987 - April 2006
Job Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley June 1987 - April 2006
Skills
Project Management, Leadership, Risk Management, Project Planning, Business Analysis, Budgets, Process Improvement, Equities, Business Intelligence, SDLC, Investments
Education
Queens College
Morgan Stanley June 1987 - April 2006
Skills
Project Management, Leadership, Risk Management, Project Planning, Business Analysis, Budgets, Process Improvement, Equities, Business Intelligence, SDLC, Investments
Education
Queens College
Scott Searcy's Morgan Stanley Experience 2007 - 2008
Job Sr. Analyst Private and Alternative Operations Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Bank of America 2010 - 2012
First Federal 2008 - 2010
Morgan Stanley 2007 - 2008
Piedmont Natural Gas Company 1995 - 2007
Skills
Portfolio Management, Investments, Energy, Financial Analysis, Fixed Income, Hedging, Risk Management, Asset Allocation, Due Diligence, Wealth Management..., Wealth Management, Retirement Planning
Education
Queens University of Charlotte
MBA, Business
University of North Carolina at Charlotte
B.S.E.E., Electrical Engineering
TIAA-CREF 2013 - Present
Bank of America 2010 - 2012
First Federal 2008 - 2010
Morgan Stanley 2007 - 2008
Piedmont Natural Gas Company 1995 - 2007
Skills
Portfolio Management, Investments, Energy, Financial Analysis, Fixed Income, Hedging, Risk Management, Asset Allocation, Due Diligence, Wealth Management..., Wealth Management, Retirement Planning
Education
Queens University of Charlotte
MBA, Business
University of North Carolina at Charlotte
B.S.E.E., Electrical Engineering
Joedi Adams's Morgan Stanley Experience July 1998 - June 2000
Job Manager, Carrier Operations
Industry Telecommunications
Experience
Vonage January 2009 - Present
Level 3 Communications January 2008 - December 2008
Broadwing 2006 - 2008
Dial Thru Communications 2005 - 2006
Integrated Telecom 2003 - 2004
Last Mile Connections January 2003 - June 2003
Sakon LLC. 2001 - 2003
Prudential Securities June 2000 - August 2001
Morgan Stanley July 1998 - June 2000
Skills
VoIP, Wireless, Telecommunications, Product Management, Management, Networking, Managed Services, SIP, Mobile Devices, Unified Communications, Telephony, Sales, MPLS, Call Centers, IP
Education
City University of New York-Queens College
BS, Economics
Vonage January 2009 - Present
Level 3 Communications January 2008 - December 2008
Broadwing 2006 - 2008
Dial Thru Communications 2005 - 2006
Integrated Telecom 2003 - 2004
Last Mile Connections January 2003 - June 2003
Sakon LLC. 2001 - 2003
Prudential Securities June 2000 - August 2001
Morgan Stanley July 1998 - June 2000
Skills
VoIP, Wireless, Telecommunications, Product Management, Management, Networking, Managed Services, SIP, Mobile Devices, Unified Communications, Telephony, Sales, MPLS, Call Centers, IP
Education
City University of New York-Queens College
BS, Economics
Phil Rothenstein's Morgan Stanley Experience 1994 - 2008
Job Senior IT business management leader
Industry Financial Services
Experience
Morgan Stanley 1994 - 2008
PaineWebber 1986 - 1994
First Boston 1977 - 1986
Skills
Vendor Management, Program Management, Management, Governance, Strategy, Contract Negotiation
Education
University of Pennsylvania 1970 — 1976
MS, Computer & Information Sciences
Queens College 1965 — 1969
BA, Mathematics
Morgan Stanley 1994 - 2008
PaineWebber 1986 - 1994
First Boston 1977 - 1986
Skills
Vendor Management, Program Management, Management, Governance, Strategy, Contract Negotiation
Education
University of Pennsylvania 1970 — 1976
MS, Computer & Information Sciences
Queens College 1965 — 1969
BA, Mathematics
Perry Poulos's Morgan Stanley Experience 1980 - 2007
Job Head of Accounting at Bridgewater Associates
Industry Financial Services
Experience
Astoria Bowl 2009 - 2014
Bridgewater Associates June 2010 - March 2012
Investment Risk Management November 2007 - December 2009
Morgan Stanley 1980 - 2007
Skills
Equities, Asset Management, Trading, Derivatives, Fixed Income, Investment Banking, Capital Markets, Corporate Finance, Alternative Investments, Hedge Funds, Portfolio Management, Financial Modeling, Business Strategy, Structured Finance, Financial Analysis, Operational Risk..., Investments, Asset Managment, Valuation, Operational Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1989
MBA, Finance
Queens College 1974 — 1979
BA, Accounting & Economics
Astoria Bowl 2009 - 2014
Bridgewater Associates June 2010 - March 2012
Investment Risk Management November 2007 - December 2009
Morgan Stanley 1980 - 2007
Skills
Equities, Asset Management, Trading, Derivatives, Fixed Income, Investment Banking, Capital Markets, Corporate Finance, Alternative Investments, Hedge Funds, Portfolio Management, Financial Modeling, Business Strategy, Structured Finance, Financial Analysis, Operational Risk..., Investments, Asset Managment, Valuation, Operational Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1989
MBA, Finance
Queens College 1974 — 1979
BA, Accounting & Economics
Elana Vinar's Morgan Stanley Experience July 2000 - June 2011
Job Executive Director at UBS Compliance and Operational Risk Control
Industry Financial Services
Experience
UBS June 2011 - Present
Morgan Stanley July 2000 - June 2011
Societe Generale 1995 - 2000
Oppenheimer and Company February 1992 - April 1995
Skills
Equities, Investment Banking, Equity Derivatives, Bonds, Bloomberg, Finance, Treasury, Fixed Income, Derivatives, Structured Products, Operational Risk, Hedge Funds, Capital Markets, High Yield, Financial Modeling, Valuation, Compliance and Testing, Risk Management, Financial Analysis, Investments
Education
City University of New York-Queens College 1987 — 1991
BA, Accounting
Queens College
BA, Accounting
UBS June 2011 - Present
Morgan Stanley July 2000 - June 2011
Societe Generale 1995 - 2000
Oppenheimer and Company February 1992 - April 1995
Skills
Equities, Investment Banking, Equity Derivatives, Bonds, Bloomberg, Finance, Treasury, Fixed Income, Derivatives, Structured Products, Operational Risk, Hedge Funds, Capital Markets, High Yield, Financial Modeling, Valuation, Compliance and Testing, Risk Management, Financial Analysis, Investments
Education
City University of New York-Queens College 1987 — 1991
BA, Accounting
Queens College
BA, Accounting
Art Tremblay's Morgan Stanley Experience October 2006 - January 2008
Job Director at Deutsche Bank Private Wealth Management
Industry Management Consulting
Experience
Deutsche Bank Private Wealth Management June 2012 - Present
U.S. Trust - Bank of America September 2009 - May 2012
Trinity Analytica March 2008 - September 2009
Morgan Stanley October 2006 - January 2008
Charles Schwab - U.S. Trust Company September 2000 - September 2006
US Trust Company / Division of Bank of America 2000 - 2006
Atlantic Bank of New York 1994 - 2000
Education
Queens College 1985 — 1991
B.A., English
St. Francis Prep 1980 — 1984
St. Matthias 1972 — 1980
Deutsche Bank Private Wealth Management June 2012 - Present
U.S. Trust - Bank of America September 2009 - May 2012
Trinity Analytica March 2008 - September 2009
Morgan Stanley October 2006 - January 2008
Charles Schwab - U.S. Trust Company September 2000 - September 2006
US Trust Company / Division of Bank of America 2000 - 2006
Atlantic Bank of New York 1994 - 2000
Education
Queens College 1985 — 1991
B.A., English
St. Francis Prep 1980 — 1984
St. Matthias 1972 — 1980
Lewis Beshers's Morgan Stanley Experience 1996 - 1997
Job Independent Civic & Social Organization Professional
Industry Civic & Social Organization
Experience
Bayside Little League January 2007 - Present
Bear, Stearns & Co. Inc. 1999 - 2005
Donaldson Lufkin and Jenrette 1998 - 1999
Morgan Stanley 1996 - 1997
Dresdner Bank 1994 - 1995
Reuters 1994 - 1995
Coudert Brothers 1993 - 1994
Queens College CUNY 1989 - 1992
Education
Queens College 1989 — 1992
Computers
Bronx Science 1980 — 1984
Bayside Little League January 2007 - Present
Bear, Stearns & Co. Inc. 1999 - 2005
Donaldson Lufkin and Jenrette 1998 - 1999
Morgan Stanley 1996 - 1997
Dresdner Bank 1994 - 1995
Reuters 1994 - 1995
Coudert Brothers 1993 - 1994
Queens College CUNY 1989 - 1992
Education
Queens College 1989 — 1992
Computers
Bronx Science 1980 — 1984
Catalina Herrera's Morgan Stanley Experience July 2010 - Present
Job Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2010 - Present
Citigroup, Inc. June 2006 - June 2010
Berdon LLP October 2004 - June 2006
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Corporate Finance
Education
City University of New York-Queens College 1998 — 2004
Bachelor of Arts (B.A.), Accounting
City University of New York-Queens College 1998 — 2004
Master's degree, Accounting
Morgan Stanley July 2010 - Present
Citigroup, Inc. June 2006 - June 2010
Berdon LLP October 2004 - June 2006
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Corporate Finance
Education
City University of New York-Queens College 1998 — 2004
Bachelor of Arts (B.A.), Accounting
City University of New York-Queens College 1998 — 2004
Master's degree, Accounting
Andrew Plummer's Morgan Stanley Experience September 1999 - November 2000
Job Service Delivery Specialist at AholdUSA
Industry Retail
Experience
AholdUSA June 2015 - Present
AholdUSA October 2011 - Present
Ahold/Stop andShop January 2004 - October 2011
Stop & Shop / Giant / Ahold January 2004 - October 2011
Ahold 2001 - October 2011
Ahold Information Services January 2001 - June 2011
Stop & Shop January 2001 - January 2004
Morgan Stanley September 1999 - November 2000
Hofstra University June 1997 - September 1999
Skills
Remedy, Lotus Notes, Vendor Relations, Retail, Visio, Access, Unix, Vendor Management, Excel, Inventory Management, Business Analysis, Word, PowerPoint, Microsoft Office, Problem Solving, SQL, Mainframe, Process Engineering, Change Management, Customer Service, HTML, XP, MS Project, Procurement, Team Leadership, Outlook, Budgeting, Customer Relations, ITIL, Mentoring, Analysis, POS, Team Building, Windows, Merchandising, Supply Chain, Java, Business Process, Team Management, Disaster Recovery, Purchasing, Operating Systems, Databases, BMC Remedy, Budgets, IT Management, IT Service Management, Troubleshooting, Windows XP, Microsoft Word
Education
Quincy College 2000 — 2004
Computer Science, Computer Engineering
University of Connecticut 1997 — 2000
Uniondale High School 1993 — 1997
High School Diploma
AholdUSA June 2015 - Present
AholdUSA October 2011 - Present
Ahold/Stop andShop January 2004 - October 2011
Stop & Shop / Giant / Ahold January 2004 - October 2011
Ahold 2001 - October 2011
Ahold Information Services January 2001 - June 2011
Stop & Shop January 2001 - January 2004
Morgan Stanley September 1999 - November 2000
Hofstra University June 1997 - September 1999
Skills
Remedy, Lotus Notes, Vendor Relations, Retail, Visio, Access, Unix, Vendor Management, Excel, Inventory Management, Business Analysis, Word, PowerPoint, Microsoft Office, Problem Solving, SQL, Mainframe, Process Engineering, Change Management, Customer Service, HTML, XP, MS Project, Procurement, Team Leadership, Outlook, Budgeting, Customer Relations, ITIL, Mentoring, Analysis, POS, Team Building, Windows, Merchandising, Supply Chain, Java, Business Process, Team Management, Disaster Recovery, Purchasing, Operating Systems, Databases, BMC Remedy, Budgets, IT Management, IT Service Management, Troubleshooting, Windows XP, Microsoft Word
Education
Quincy College 2000 — 2004
Computer Science, Computer Engineering
University of Connecticut 1997 — 2000
Uniondale High School 1993 — 1997
High School Diploma
Jeff Carvalho's Morgan Stanley Experience February 1995 - March 2008
Job Senior Account Manager at AIG
Industry Computer Software
Experience
AIG November 2014 - Present
Goldman Sachs May 2008 - October 2014
Morgan Stanley February 1995 - March 2008
I. G. Systems June 1994 - January 1995
Dow Jones Telerate February 1993 - June 1994
AT&T Bell Labs 1988 - 1993
Spectrum/Graphic Scanning 1987 - 1988
FutureNet/DataIO 1986 - 1987
EnMasse 1985 - 1986
American Robot 1983 - 1985
Education
University of Pittsburgh 1980 — 1985
MS, Computer Science
Queens College 1975 — 1979
BA, Chemistry
AIG November 2014 - Present
Goldman Sachs May 2008 - October 2014
Morgan Stanley February 1995 - March 2008
I. G. Systems June 1994 - January 1995
Dow Jones Telerate February 1993 - June 1994
AT&T Bell Labs 1988 - 1993
Spectrum/Graphic Scanning 1987 - 1988
FutureNet/DataIO 1986 - 1987
EnMasse 1985 - 1986
American Robot 1983 - 1985
Education
University of Pittsburgh 1980 — 1985
MS, Computer Science
Queens College 1975 — 1979
BA, Chemistry
Shora Haydari's Morgan Stanley Experience 1996 - 2006
Job Head of Research Marketing, Americas at HSBC Securities
Industry Financial Services
Experience
HSBC Securities June 2011 - Present
BMO Capital Markets January 2007 - September 2010
Morgan Stanley 1996 - 2006
Skills
Equity Research, Bloomberg, Capital Markets, Portfolio Management, Equities, Alternative Investments, Corporate Development, Derivatives, Corporate Finance, Asset Management, Due Diligence, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mergers, Options, Private Equity, Securities, Valuation
Education
Queens College
HSBC Securities June 2011 - Present
BMO Capital Markets January 2007 - September 2010
Morgan Stanley 1996 - 2006
Skills
Equity Research, Bloomberg, Capital Markets, Portfolio Management, Equities, Alternative Investments, Corporate Development, Derivatives, Corporate Finance, Asset Management, Due Diligence, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mergers, Options, Private Equity, Securities, Valuation
Education
Queens College
Ela Golis's Morgan Stanley Experience 2004 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2004 - Present
Morgan Stanley 2004 - Present
Skills
Equities, Financial Analysis, Derivatives, Due Diligence
Education
Queens College 1998 — 2001
Morgan Stanley 2004 - Present
Morgan Stanley 2004 - Present
Skills
Equities, Financial Analysis, Derivatives, Due Diligence
Education
Queens College 1998 — 2001
Pingjia Shan's Morgan Stanley Experience October 2007 - April 2015
Job Software Engineer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley October 2007 - April 2015
Skills
Trading Systems, Fixed Income, Financial Risk, C++, VBA, Quantitative Analytics, Python, Perl, Java, GNU/Linux, C#, Derivatives, Quantitative Finance, Linux, Red Hat Linux, Linux Server, Grid Computing, Cross-platform..., Microsoft Visual Studio..., C/C++ STL, Bloomberg
Education
Tsinghua University
City University of New York-Queens College
Master's degree, Computer Science
Merrill Lynch April 2015 - Present
Morgan Stanley October 2007 - April 2015
Skills
Trading Systems, Fixed Income, Financial Risk, C++, VBA, Quantitative Analytics, Python, Perl, Java, GNU/Linux, C#, Derivatives, Quantitative Finance, Linux, Red Hat Linux, Linux Server, Grid Computing, Cross-platform..., Microsoft Visual Studio..., C/C++ STL, Bloomberg
Education
Tsinghua University
City University of New York-Queens College
Master's degree, Computer Science
Boaz Slomowitz's Morgan Stanley Experience September 2011 - April 2013
Job Vice President Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
Morgan Stanley September 2011 - April 2013
Moody's Investors Service January 2010 - August 2011
Moody's Investors Service August 2007 - December 2009
Moody's Investors Service June 2005 - August 2007
S&P 2004 - 2005
Standard & Poor's January 2001 - January 2004
Skills
Debt, High Yield, Corporate Finance, Financial Modeling, Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Capital Markets, Credit Analysis, Valuation, Commercial Lending, Asset Based Lending, Credit, Due Diligence, Financial Analysis
Education
Queens College 2001 — 2004
Bachelor of Arts, History
Wells Fargo April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
Morgan Stanley September 2011 - April 2013
Moody's Investors Service January 2010 - August 2011
Moody's Investors Service August 2007 - December 2009
Moody's Investors Service June 2005 - August 2007
S&P 2004 - 2005
Standard & Poor's January 2001 - January 2004
Skills
Debt, High Yield, Corporate Finance, Financial Modeling, Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Capital Markets, Credit Analysis, Valuation, Commercial Lending, Asset Based Lending, Credit, Due Diligence, Financial Analysis
Education
Queens College 2001 — 2004
Bachelor of Arts, History
Jeffrey Weisbrot's Morgan Stanley Experience August 1989 - Present
Job Vice president at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1989 - Present
Skills
Series 7, Equities, Portfolio Management, Risk Management, Financial Risk, Fixed Income, Hedge Funds, Capital Markets, Vendor Management, Wealth Management, Series 63, Financial Services, Securities, Mutual Funds, Asset Management, Management, Investment Banking, Derivatives, Business Analysis, Investments, Banking, Retirement Planning, Asset Allocation, Financial Markets, Trading Systems, Alternative Investments, SDLC
Education
Queensborough Community College
Morgan Stanley August 1989 - Present
Skills
Series 7, Equities, Portfolio Management, Risk Management, Financial Risk, Fixed Income, Hedge Funds, Capital Markets, Vendor Management, Wealth Management, Series 63, Financial Services, Securities, Mutual Funds, Asset Management, Management, Investment Banking, Derivatives, Business Analysis, Investments, Banking, Retirement Planning, Asset Allocation, Financial Markets, Trading Systems, Alternative Investments, SDLC
Education
Queensborough Community College
Joseph Dolhon's Morgan Stanley Experience June 2008 - March 2015
Job Internal Investment Consultant at AMG Funds
Industry Investment Management
Experience
AMG Funds March 2015 - Present
Morgan Stanley June 2008 - March 2015
Legg Mason May 2006 - June 2008
Morgan Stanley March 2005 - May 2006
Skills
Equities, Series 7, Investment Advisory, Analysis, Asset Allocation, Trading Systems, Electronic Trading, Mutual Funds, Series 63, Trading, Alternative Investments, Portfolio Management, Investment Strategies, Fixed Income, ETFs
Education
Quinnipiac University 2000 — 2004
AMG Funds March 2015 - Present
Morgan Stanley June 2008 - March 2015
Legg Mason May 2006 - June 2008
Morgan Stanley March 2005 - May 2006
Skills
Equities, Series 7, Investment Advisory, Analysis, Asset Allocation, Trading Systems, Electronic Trading, Mutual Funds, Series 63, Trading, Alternative Investments, Portfolio Management, Investment Strategies, Fixed Income, ETFs
Education
Quinnipiac University 2000 — 2004
Edlira Bejo's Morgan Stanley Experience June 2013 - Present
Job Prime Brokerage Client Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Goldman Sachs January 2012 - June 2013
SAC Capital October 2010 - February 2012
Goldman Sachs June 2007 - October 2010
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Options, Finance, Middle Office, Equity Derivatives, Electronic Trading, Business Development, Operations Management
Education
Queens College
Morgan Stanley June 2013 - Present
Goldman Sachs January 2012 - June 2013
SAC Capital October 2010 - February 2012
Goldman Sachs June 2007 - October 2010
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Options, Finance, Middle Office, Equity Derivatives, Electronic Trading, Business Development, Operations Management
Education
Queens College
Jairo Lozano's Morgan Stanley Experience 1985 - 1990
Job Vice President Global Payroll at Rabobank International
Industry Financial Services
Experience
Rabobank International October 2012 - May 2013
Steve Madden November 2010 - June 2012
Commerzbank AG October 2005 - February 2010
Sanofi February 2004 - October 2005
Ziff Davis Media June 1997 - February 2004
Conde Nast 1996 - 1997
Barclays Wealth and Investment Management 1995 - 1996
UBS 1990 - 1995
Morgan Stanley 1985 - 1990
Skills
Payroll, PeopleSoft, HRIS, Employee Benefits, Human Resources, ADP Payroll, Deferred Compensation, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Internal Controls, Personnel Management, Accounts Payable, Accounts Receivable, Budgets, Finance, Management, Mergers & Acquisitions
Education
City University of New York-Queens College 1981 — 1985
Bachelor's degree, Economics
Aviation High School 1972 — 1976
HSD, Aviation
Rabobank International October 2012 - May 2013
Steve Madden November 2010 - June 2012
Commerzbank AG October 2005 - February 2010
Sanofi February 2004 - October 2005
Ziff Davis Media June 1997 - February 2004
Conde Nast 1996 - 1997
Barclays Wealth and Investment Management 1995 - 1996
UBS 1990 - 1995
Morgan Stanley 1985 - 1990
Skills
Payroll, PeopleSoft, HRIS, Employee Benefits, Human Resources, ADP Payroll, Deferred Compensation, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Internal Controls, Personnel Management, Accounts Payable, Accounts Receivable, Budgets, Finance, Management, Mergers & Acquisitions
Education
City University of New York-Queens College 1981 — 1985
Bachelor's degree, Economics
Aviation High School 1972 — 1976
HSD, Aviation
Adam Hecht's Morgan Stanley Experience July 2000 - Present
Job Complex Sales Manager / Associate Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2000 - Present
Education
Quinnipiac University 1996 — 2000
Bachelor of Science, Finance
Morgan Stanley July 2000 - Present
Education
Quinnipiac University 1996 — 2000
Bachelor of Science, Finance
Hiroshi Tamura's Morgan Stanley Experience January 2012 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley July 2000 - December 2011
Japan Airlines 1990 - 2000
Education
Queens College 1985 — 1990
Newtown High School 1981 — 1985
Hoshuko in Queens, NY
Morgan Stanley January 2012 - Present
Morgan Stanley July 2000 - December 2011
Japan Airlines 1990 - 2000
Education
Queens College 1985 — 1990
Newtown High School 1981 — 1985
Hoshuko in Queens, NY
Mark Weinrib's Morgan Stanley Experience June 2007 - January 2008
Job Financial Professional with an expertise in Family Office Accounting
Industry Accounting
Experience
Monday Properties 2008 - Present
Morgan Stanley June 2007 - January 2008
DKR Capital 1999 - 2007
AIG Trading Group 1999 - 2001
The Family Center June 1997 - March 1999
City of New York September 1982 - June 1997
Education
The New School 1980 — 1982
MA, Public Policy Analysis
City University of New York-Queens College 1973 — 1978
BA, Psychology
Monday Properties 2008 - Present
Morgan Stanley June 2007 - January 2008
DKR Capital 1999 - 2007
AIG Trading Group 1999 - 2001
The Family Center June 1997 - March 1999
City of New York September 1982 - June 1997
Education
The New School 1980 — 1982
MA, Public Policy Analysis
City University of New York-Queens College 1973 — 1978
BA, Psychology
James Peragine's Morgan Stanley Experience 1987 - 2008
Job Associate Director at KPMG US
Industry Information Technology and Services
Experience
KPMG US December 2014 - Present
KPMG US April 2014 - December 2014
JPMorgan Chase October 2012 - March 2014
Credit Suisse June 2011 - October 2012
CGI May 2009 - May 2011
Morgan Stanley 1987 - 2008
McGraw Hill Information Management Company 1985 - 1987
Applications Systems Group Inc. 1983 - 1985
Skills
Business Analysis, Financial Services, Securities Lending, Prime Brokerage, SDLC, Leadership, Risk Management, Corporate Actions, Management, Budgets, Outsourcing, Trading, Investment Banking, Project Management, Enterprise Architecture, Consulting, IT Strategy, Business Intelligence, Settlement, Enterprise Software, Sybase, Reference Data, Project Portfolio...
Education
Queens College
Bachelor of Arts, Computer Science
Queensborough Community College
Associate in Applied Science, Computer Information Systems
KPMG US December 2014 - Present
KPMG US April 2014 - December 2014
JPMorgan Chase October 2012 - March 2014
Credit Suisse June 2011 - October 2012
CGI May 2009 - May 2011
Morgan Stanley 1987 - 2008
McGraw Hill Information Management Company 1985 - 1987
Applications Systems Group Inc. 1983 - 1985
Skills
Business Analysis, Financial Services, Securities Lending, Prime Brokerage, SDLC, Leadership, Risk Management, Corporate Actions, Management, Budgets, Outsourcing, Trading, Investment Banking, Project Management, Enterprise Architecture, Consulting, IT Strategy, Business Intelligence, Settlement, Enterprise Software, Sybase, Reference Data, Project Portfolio...
Education
Queens College
Bachelor of Arts, Computer Science
Queensborough Community College
Associate in Applied Science, Computer Information Systems
Catalina Herrera, CPA's Morgan Stanley Experience July 2010 - Present
Job Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2010 - Present
Citigroup June 2006 - July 2010
Berdon LLP November 2004 - June 2006
SponsorClick 2004 - 2006
AIG May 2000 - December 2001
Education
Queens College 2002 — 2004
MS, Accounting
Queens College 1998 — 2002
B.A., Accounting and information systems
Morgan Stanley July 2010 - Present
Citigroup June 2006 - July 2010
Berdon LLP November 2004 - June 2006
SponsorClick 2004 - 2006
AIG May 2000 - December 2001
Education
Queens College 2002 — 2004
MS, Accounting
Queens College 1998 — 2002
B.A., Accounting and information systems
Eli Calderon's Morgan Stanley Experience July 2005 - September 2006
Job AVP Client OnBoarding Client Liaison
Industry Financial Services
Experience
HSBC Securities November 2010 - Present
Swiss American Securities Inc. - A Credit Suisse Group Company September 2006 - August 2008
Morgan Stanley July 2005 - September 2006
Deutsche Bank February 2001 - June 2004
JP Morgan Chase October 1998 - February 2001
Morgan Stanley February 1993 - October 1998
Skills
Equities, Prime Brokerage, Financial Services, Settlement, Global Custody, Fixed Income, Securities
Education
Queens College
BA, English
HSBC Securities November 2010 - Present
Swiss American Securities Inc. - A Credit Suisse Group Company September 2006 - August 2008
Morgan Stanley July 2005 - September 2006
Deutsche Bank February 2001 - June 2004
JP Morgan Chase October 1998 - February 2001
Morgan Stanley February 1993 - October 1998
Skills
Equities, Prime Brokerage, Financial Services, Settlement, Global Custody, Fixed Income, Securities
Education
Queens College
BA, English
Bradley Berry's Morgan Stanley Experience February 1998 - April 2000
Job Northeast Sales
Industry Computer Software
Experience
Bronto Software July 2015 - Present
ExpenseWire June 2014 - July 2015
ADP April 2013 - June 2014
Verizon Wireless September 2011 - April 2013
Verizon Wireless January 2006 - September 2011
Fidelity Mortgage Bank January 2004 - January 2006
TD Ameritrade Institutional April 2000 - January 2004
Morgan Stanley February 1998 - April 2000
Skills
Account Management, Direct Sales, Management, Solution Selling, Sales Process, Salesforce.com, Cold Calling, Sales Management, SaaS, Sales Operations, Wireless, Sales, Telecommunications, Selling, M2M, Customer Retention, Mobile Devices, B2B, Strategic Partnerships, Sales Presentations, Managed Services, Unified Communications, Enterprise Software, Leadership, CRM, Business Development, Strategic Planning, New Business Development
Education
Queens College
Bachelor of Arts (B.A.), Economics
Bronto Software July 2015 - Present
ExpenseWire June 2014 - July 2015
ADP April 2013 - June 2014
Verizon Wireless September 2011 - April 2013
Verizon Wireless January 2006 - September 2011
Fidelity Mortgage Bank January 2004 - January 2006
TD Ameritrade Institutional April 2000 - January 2004
Morgan Stanley February 1998 - April 2000
Skills
Account Management, Direct Sales, Management, Solution Selling, Sales Process, Salesforce.com, Cold Calling, Sales Management, SaaS, Sales Operations, Wireless, Sales, Telecommunications, Selling, M2M, Customer Retention, Mobile Devices, B2B, Strategic Partnerships, Sales Presentations, Managed Services, Unified Communications, Enterprise Software, Leadership, CRM, Business Development, Strategic Planning, New Business Development
Education
Queens College
Bachelor of Arts (B.A.), Economics
Kathleen Kaufmann's Morgan Stanley Experience 2006 - 2007
Job Senior Technical Project Manager: Design and Deliver Solutions that Optimize Business Performance
Industry Management Consulting
Experience
Deutsche Bank June 2015 - Present
KGK DonLaw Group, LLC 2004 - Present
Bank Leumi USA 2014 - 2014
First Data Corporation 2012 - 2013
Taproot Foundation August 2010 - June 2011
Morgan Stanley Smith Barney 2010 - 2011
HNW 2010 - 2010
Associated Press 2007 - 2009
Morgan Stanley 2006 - 2007
AEGIS Insurance Services 2004 - 2006
Skills
SDLC, Business Analysis, Project Management, PMO, Integration, Quality Assurance, Cross-functional Team..., Leadership, Risk Management, Vendor Management, Governance, Business Process..., Process Improvement, Program Management, Project Delivery, Merchant Services, Payment Systems, Management, CRM, Analysis, Software Project..., IT Strategy, Business Requirements, Requirements Gathering
Education
George Washington University
Project Management Certificate
International Institute for Learning
MS Project Orange Belt Certification
Learning Tree
Software Systems Analysis and Design Certificate
Quinnipiac University
Rational Software
Requirements Management with Use Cases and Requisite Pro Certificate
Deutsche Bank June 2015 - Present
KGK DonLaw Group, LLC 2004 - Present
Bank Leumi USA 2014 - 2014
First Data Corporation 2012 - 2013
Taproot Foundation August 2010 - June 2011
Morgan Stanley Smith Barney 2010 - 2011
HNW 2010 - 2010
Associated Press 2007 - 2009
Morgan Stanley 2006 - 2007
AEGIS Insurance Services 2004 - 2006
Skills
SDLC, Business Analysis, Project Management, PMO, Integration, Quality Assurance, Cross-functional Team..., Leadership, Risk Management, Vendor Management, Governance, Business Process..., Process Improvement, Program Management, Project Delivery, Merchant Services, Payment Systems, Management, CRM, Analysis, Software Project..., IT Strategy, Business Requirements, Requirements Gathering
Education
George Washington University
Project Management Certificate
International Institute for Learning
MS Project Orange Belt Certification
Learning Tree
Software Systems Analysis and Design Certificate
Quinnipiac University
Rational Software
Requirements Management with Use Cases and Requisite Pro Certificate
David Sutter's Morgan Stanley Experience January 2000 - January 2004
Job Vice President at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services May 2013 - Present
Discover Financial Services June 2009 - May 2013
Discover Financial Services January 2004 - May 2009
Morgan Stanley January 2000 - January 2004
Morgan Stanley January 1997 - January 2000
ChoiceCare 1995 - 1997
Cincom 1992 - 1994
Skills
Credit Risk, Basel II, Risk Management, Financial Analysis, Financial Services, Enterprise Risk..., Financial Modeling, Financial Risk, Credit Cards, Capital Markets, Banking
Education
Quinlan School of Business, Loyola University Chicago 1997 — 2000
MBA, Finance
University of Michigan 1983 — 1987
BS, Industrial Engineering
Discover Financial Services May 2013 - Present
Discover Financial Services June 2009 - May 2013
Discover Financial Services January 2004 - May 2009
Morgan Stanley January 2000 - January 2004
Morgan Stanley January 1997 - January 2000
ChoiceCare 1995 - 1997
Cincom 1992 - 1994
Skills
Credit Risk, Basel II, Risk Management, Financial Analysis, Financial Services, Enterprise Risk..., Financial Modeling, Financial Risk, Credit Cards, Capital Markets, Banking
Education
Quinlan School of Business, Loyola University Chicago 1997 — 2000
MBA, Finance
University of Michigan 1983 — 1987
BS, Industrial Engineering
Jenny Zou's Morgan Stanley Experience June 2006 - October 2007
Job Senior Financial Analyst at EmblemHealth
Industry Investment Banking
Experience
EmblemHealth July 2009 - Present
Goldman Sachs November 2007 - February 2009
Morgan Stanley June 2006 - October 2007
Education
Queens College 1995 — 1999
BA, Accounting and Information System
EmblemHealth July 2009 - Present
Goldman Sachs November 2007 - February 2009
Morgan Stanley June 2006 - October 2007
Education
Queens College 1995 — 1999
BA, Accounting and Information System
William Fishman's Morgan Stanley Experience 1987 - 1995
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase DirectorWachovia Securities, LLC2004 - 2006
Jardine Fleming 1995 - 2000
Morgan Stanley 1987 - 1995
Skills
Equities, Securities, Series 7, Series 63, Derivatives, Fixed Income, Alternative Investments, Prime Brokerage, Asset Managment, Middle Office, Hedge Funds, Mutual Funds, Investment Banking, Portfolio Management, Banking, Capital Markets, Investments, Options, Trading Systems, Equity Derivatives, FINRA, Electronic Trading, Asset Management
Education
Queens College
BA, Accounting / Economics
JP Morgan Chase DirectorWachovia Securities, LLC2004 - 2006
Jardine Fleming 1995 - 2000
Morgan Stanley 1987 - 1995
Skills
Equities, Securities, Series 7, Series 63, Derivatives, Fixed Income, Alternative Investments, Prime Brokerage, Asset Managment, Middle Office, Hedge Funds, Mutual Funds, Investment Banking, Portfolio Management, Banking, Capital Markets, Investments, Options, Trading Systems, Equity Derivatives, FINRA, Electronic Trading, Asset Management
Education
Queens College
BA, Accounting / Economics
Ringo Fernandez's Morgan Stanley Experience December 2014 - Present
Job International Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
JPMorgan Chase & Co. March 2011 - December 2014
Town Sports International December 2007 - August 2010
Councilwoman Melinda Katz February 2007 - September 2007
Education
Queens College 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
State University of New York at Delhi 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Morgan Stanley December 2014 - Present
JPMorgan Chase & Co. March 2011 - December 2014
Town Sports International December 2007 - August 2010
Councilwoman Melinda Katz February 2007 - September 2007
Education
Queens College 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
State University of New York at Delhi 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Jordan Schiding's Morgan Stanley Experience February 2012 - January 2013
Job Pharmaceutical Sales Rep at Iroko Pharmaceuticals, LLC
Industry Pharmaceuticals
Experience
Iroko Pharmaceuticals, LLC November 2014 - Present
Healthwright Technologies July 2014 - December 2014
Merrill Lynch November 2013 - September 2014
Wells Fargo Advisors, LLC March 2013 - October 2013
Morgan Stanley February 2012 - January 2013
Cellular Sales September 2006 - February 2012
Skills
Sales, Territory Development, Medical Devices, Investments, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Finance, Financial Analysis, Insurance, Asset Allocation, Selling, Investment Planning, Liability Management, Retirement, Investment Strategies, ALM, Series 66, Series 31, Life & Health Insurance..., Alternative Investments, Private Equity, Cold Calling, Customer Service, Sales Management, Account Management, New Business Development, Training, Marketing Strategy, Sales Process, Direct Sales, Strategic Planning, Sales Operations, Marketing, Team Building, Leadership
Education
CARSON-NEWMAN COLLEGE, Jefferson 2001 — 2005
Bachelor of Science, Financial Economics
Knoxville Catholic High School 1997 — 2001
Queens University of Charlotte
Iroko Pharmaceuticals, LLC November 2014 - Present
Healthwright Technologies July 2014 - December 2014
Merrill Lynch November 2013 - September 2014
Wells Fargo Advisors, LLC March 2013 - October 2013
Morgan Stanley February 2012 - January 2013
Cellular Sales September 2006 - February 2012
Skills
Sales, Territory Development, Medical Devices, Investments, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Finance, Financial Analysis, Insurance, Asset Allocation, Selling, Investment Planning, Liability Management, Retirement, Investment Strategies, ALM, Series 66, Series 31, Life & Health Insurance..., Alternative Investments, Private Equity, Cold Calling, Customer Service, Sales Management, Account Management, New Business Development, Training, Marketing Strategy, Sales Process, Direct Sales, Strategic Planning, Sales Operations, Marketing, Team Building, Leadership
Education
CARSON-NEWMAN COLLEGE, Jefferson 2001 — 2005
Bachelor of Science, Financial Economics
Knoxville Catholic High School 1997 — 2001
Queens University of Charlotte
Alex Santiago's Morgan Stanley Experience October 2010 - February 2011
Job Business Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2013 - Present
Investance March 2011 - June 2013
Morgan Stanley October 2010 - February 2011
Barclays April 2010 - August 2010
AIG December 2009 - April 2010
Deutsche Bank March 2008 - March 2009
Merrill Lynch October 2007 - March 2008
Texas Commission on Environmental Quality February 2005 - September 2007
Texas Commission on Environmental Quality November 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Finance, Risk Management, Financial Services, Derivatives, Microsoft Excel, Account Reconciliation, Microsoft Office, Budgets, Banking, Access, Financial Audits, Cash Flow, Financial Modeling, Business Analysis, Trade Finance, Capital Markets, Fixed Income, Strategic Planning, Budget Process, UAT Coordination
Education
Quinnipiac University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
Texas State University 1999 — 2004
BBA, Economics
Texas State University-San Marcos 1999 — 2004
BBA, Finance
BNP Paribas July 2013 - Present
Investance March 2011 - June 2013
Morgan Stanley October 2010 - February 2011
Barclays April 2010 - August 2010
AIG December 2009 - April 2010
Deutsche Bank March 2008 - March 2009
Merrill Lynch October 2007 - March 2008
Texas Commission on Environmental Quality February 2005 - September 2007
Texas Commission on Environmental Quality November 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Finance, Risk Management, Financial Services, Derivatives, Microsoft Excel, Account Reconciliation, Microsoft Office, Budgets, Banking, Access, Financial Audits, Cash Flow, Financial Modeling, Business Analysis, Trade Finance, Capital Markets, Fixed Income, Strategic Planning, Budget Process, UAT Coordination
Education
Quinnipiac University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
Texas State University 1999 — 2004
BBA, Economics
Texas State University-San Marcos 1999 — 2004
BBA, Finance
Sandra Avila, CPA's Morgan Stanley Experience 1998 - 2005
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Audit ManagerDeloitte2005 - 2008
Morgan Stanley 1998 - 2005
Skills
Auditing, Financial Analysis, Financial Reporting, Private Equity, Internal Controls, Hedge Funds, Internal Audit, Financial Modeling, Accounting, CPA, US GAAP, Sarbanes-Oxley Act, Valuation, SEC filings, Corporate Finance
Education
Queens College
Bachelor's degree, Accounting
Credit Suisse Audit ManagerDeloitte2005 - 2008
Morgan Stanley 1998 - 2005
Skills
Auditing, Financial Analysis, Financial Reporting, Private Equity, Internal Controls, Hedge Funds, Internal Audit, Financial Modeling, Accounting, CPA, US GAAP, Sarbanes-Oxley Act, Valuation, SEC filings, Corporate Finance
Education
Queens College
Bachelor's degree, Accounting
Stephanie Langert's Morgan Stanley Experience 2004 - 2006
Job Human Resources Business Partner / Talent Acquisition Leader
Industry Human Resources
Experience
Various Clients: Guardian News & Media, Cheil USA, Kenshoo, and Tracx, August 2012 - Present
TheStreet.com July 2009 - December 2011
J.H. Cohn LLP February 2008 - April 2009
Ernst & Young February 2006 - August 2007
Morgan Stanley 2004 - 2006
Skills
Outlook, PowerPoint, Microsoft Excel, Project Management, Analysis, Personnel Management, Social Networking, Recruiting, Training, Employee Relations, Human Resources, Leadership Development, Talent Management, Strategy, Management, Employee Engagement, Performance Management, Onboarding, Interviews
Education
Queens College 2000 — 2005
BA, Economics
Various Clients: Guardian News & Media, Cheil USA, Kenshoo, and Tracx, August 2012 - Present
TheStreet.com July 2009 - December 2011
J.H. Cohn LLP February 2008 - April 2009
Ernst & Young February 2006 - August 2007
Morgan Stanley 2004 - 2006
Skills
Outlook, PowerPoint, Microsoft Excel, Project Management, Analysis, Personnel Management, Social Networking, Recruiting, Training, Employee Relations, Human Resources, Leadership Development, Talent Management, Strategy, Management, Employee Engagement, Performance Management, Onboarding, Interviews
Education
Queens College 2000 — 2005
BA, Economics
william groller's Morgan Stanley Experience July 1997 - December 2008
Job manager morgan stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management July 1997 - Present
Morgan Stanley July 1997 - December 2008
morgan stanley 1997 - 2008
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Securities, Portfolio Management, Prime Brokerage, Mutual Funds, Investment Banking, Derivatives, Options, Bloomberg, Asset Management, Trading, Capital Markets
Education
Queensborough Community College 1976 — 1978
assoc, finance
Morgan Stanley Investment Management July 1997 - Present
Morgan Stanley July 1997 - December 2008
morgan stanley 1997 - 2008
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Securities, Portfolio Management, Prime Brokerage, Mutual Funds, Investment Banking, Derivatives, Options, Bloomberg, Asset Management, Trading, Capital Markets
Education
Queensborough Community College 1976 — 1978
assoc, finance
Karen Schulhoff's Morgan Stanley Experience August 2009 - January 2010
Job Finance
Industry Investment Banking
Experience
Morgan Stanley August 2009 - January 2010
ProLibra August 2009 - 2010
SMACK Cosmetics Inc. NY 2004 - 2010
J.P. Morgan June 2008 - June 2009
Bear Stearns 2001 - 2008
Pfizer Pharmaceuticals 1993 - 2001
Education
Queens College 1991 — 1993
MLS, Library and Information Science
Morgan Stanley August 2009 - January 2010
ProLibra August 2009 - 2010
SMACK Cosmetics Inc. NY 2004 - 2010
J.P. Morgan June 2008 - June 2009
Bear Stearns 2001 - 2008
Pfizer Pharmaceuticals 1993 - 2001
Education
Queens College 1991 — 1993
MLS, Library and Information Science
Josephine Xue's Morgan Stanley Experience September 2013 - February 2014
Job Project Business Analyst
Industry Investment Banking
Experience
Rabobank June 2014 - Present
Morgan Stanley September 2013 - February 2014
Royal Bank of Scotland May 2007 - June 2013
ABN AMRO Bank N.V. October 2005 - May 2007
Wachovia Global Securities Lending June 2004 - September 2005
Skills
Fixed Income, Swaps, Derivatives, Rates, Options, Bonds, Trading Systems, Structured Products, Bloomberg, Financial Modeling, Security Lending, Treasury, Interest Rate Swaps, Interest Rate..., SQL, VBA, Microsoft Excel, PowerPoint, Access, Murex, Securities Lending
Education
Queens College 1998 — 2003
Bachelor's Degree, Computer Science and Finance
Rabobank June 2014 - Present
Morgan Stanley September 2013 - February 2014
Royal Bank of Scotland May 2007 - June 2013
ABN AMRO Bank N.V. October 2005 - May 2007
Wachovia Global Securities Lending June 2004 - September 2005
Skills
Fixed Income, Swaps, Derivatives, Rates, Options, Bonds, Trading Systems, Structured Products, Bloomberg, Financial Modeling, Security Lending, Treasury, Interest Rate Swaps, Interest Rate..., SQL, VBA, Microsoft Excel, PowerPoint, Access, Murex, Securities Lending
Education
Queens College 1998 — 2003
Bachelor's Degree, Computer Science and Finance
David Ratnarajah, CMI's Morgan Stanley Experience July 2010 - Present
Job Executive Director, SALT NonIncome Tax at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
PricewaterhouseCoopers May 1999 - June 2010
Skills
Tax, Sales Tax
Education
Queens College 1981 — 1983
Morgan Stanley July 2010 - Present
PricewaterhouseCoopers May 1999 - June 2010
Skills
Tax, Sales Tax
Education
Queens College 1981 — 1983
Jessica Frankel, CPA's Morgan Stanley Experience June 2006 - August 2006
Job Accounting Manager at Tenor Capital Management
Industry Accounting
Experience
Tenor Capital Management November 2011 - Present
Grant Thornton November 2008 - December 2011
Deloitte & Touche September 2007 - October 2008
Morgan Stanley June 2006 - August 2006
Education
Queens College 2004 — 2007
BA of Accounting and Economics, Accounting, Economics, Business and Liberal Arts
Tenor Capital Management November 2011 - Present
Grant Thornton November 2008 - December 2011
Deloitte & Touche September 2007 - October 2008
Morgan Stanley June 2006 - August 2006
Education
Queens College 2004 — 2007
BA of Accounting and Economics, Accounting, Economics, Business and Liberal Arts
Antonio LoBrutto Jr.'s Morgan Stanley Experience 1999 - 2001
Job Citco Fund Services
Industry Accounting
Experience
Citco Fund Services January 2015 - Present
Citco Fund Services March 2013 - December 2014
HSBC Securities 2004 - September 2012
Bank of New York Mellon 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg, Alternative Investments, Securities, Mutual Funds, Fixed Income, AML, Derivatives, Equities, Corporate Actions, Valuation, Back Office, Advent, Account Reconciliation, Accounting
Education
Queens College 1995 — 1999
Bachelor of Arts in Accounting & Information Systems
Citco Fund Services January 2015 - Present
Citco Fund Services March 2013 - December 2014
HSBC Securities 2004 - September 2012
Bank of New York Mellon 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg, Alternative Investments, Securities, Mutual Funds, Fixed Income, AML, Derivatives, Equities, Corporate Actions, Valuation, Back Office, Advent, Account Reconciliation, Accounting
Education
Queens College 1995 — 1999
Bachelor of Arts in Accounting & Information Systems
Michael Twohill's Morgan Stanley Experience November 1993 - November 2002
Job Commercial Banking and Sales Professional
Industry Banking
Experience
Self Employed - Entreprenuer November 2002 - Present
Morgan Stanley November 1993 - November 2002
Webster Bank November 1990 - November 1992
Citytrust 1985 - 1990
Citytrust Bank 1984 - 1986
Citytrust Bank September 1982 - September 1984
Bridgeport Machines February 1980 - June 1982
Skills
Banking, Loans, Portfolio Management, Investments, Asset Managment, Financial Analysis, Credit, Securities, Finance, Commercial Lending, Risk Management, Underwriting, Trust Services, Wealth Management, Strategic Financial..., Financial Modeling, Strategic Planning, Equities, Alternative Investments, Budgets
Education
University of New Haven 1987 — 1992
Master's, Finance
Quinnipiac University 1976 — 1979
Bachelors of Science, Accounting
Self Employed - Entreprenuer November 2002 - Present
Morgan Stanley November 1993 - November 2002
Webster Bank November 1990 - November 1992
Citytrust 1985 - 1990
Citytrust Bank 1984 - 1986
Citytrust Bank September 1982 - September 1984
Bridgeport Machines February 1980 - June 1982
Skills
Banking, Loans, Portfolio Management, Investments, Asset Managment, Financial Analysis, Credit, Securities, Finance, Commercial Lending, Risk Management, Underwriting, Trust Services, Wealth Management, Strategic Financial..., Financial Modeling, Strategic Planning, Equities, Alternative Investments, Budgets
Education
University of New Haven 1987 — 1992
Master's, Finance
Quinnipiac University 1976 — 1979
Bachelors of Science, Accounting
Mark Gold's Morgan Stanley Experience 1979 - 1982
Job CEO/CIO HillMark Capital Management / NewMark Capital
Industry Financial Services
Experience
HillMark Capital Management / NewMark Capital March 2006 - Present
Trust Company of the West January 1995 - March 2006
Crescent Capital Management April 1993 - January 1995
Citicorp Investment Management 1983 - 1993
Morgan Stanley 1979 - 1982
Hoffmann La Roche 1974 - 1979
Skills
Alternative Investments, Structured Finance, Leveraged Finance, Equities, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Investments, Marketing Strategy, Business Analysis, Corporate Finance
Education
New York University, Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance / Accounting
Brooklyn Polytech Institute 1975 — 1978
completed coursework for Doctorate - final thesis uncompleted, Chemical Physics
Queens College 1970 — 1974
BA/MA, Organic Chemistry
Stuyvesant High School 1966 — 1970
Bachelor’s Degree, math /science
HillMark Capital Management / NewMark Capital March 2006 - Present
Trust Company of the West January 1995 - March 2006
Crescent Capital Management April 1993 - January 1995
Citicorp Investment Management 1983 - 1993
Morgan Stanley 1979 - 1982
Hoffmann La Roche 1974 - 1979
Skills
Alternative Investments, Structured Finance, Leveraged Finance, Equities, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Investments, Marketing Strategy, Business Analysis, Corporate Finance
Education
New York University, Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance / Accounting
Brooklyn Polytech Institute 1975 — 1978
completed coursework for Doctorate - final thesis uncompleted, Chemical Physics
Queens College 1970 — 1974
BA/MA, Organic Chemistry
Stuyvesant High School 1966 — 1970
Bachelor’s Degree, math /science
Anuradha Anu Priyadarshi's Morgan Stanley Experience 2010 - 2010
Job Recruitment Strategy & Executive Recruitment
Industry Human Resources
Experience
Loyola University Chicago 2011 - 2012
Morgan Stanley 2010 - 2010
McKinsey & Company 2007 - 2009
FDN Communications 2006 - 2007
Credit Solutions 2005 - 2007
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2012
M.S., Human Resources & Industrial Relations
The University of Texas at Dallas 2003 — 2006
B.A., Psychology, Business Administration
Mayo College Girls School 1995 — 2002
ISC
Loyola University Chicago 2011 - 2012
Morgan Stanley 2010 - 2010
McKinsey & Company 2007 - 2009
FDN Communications 2006 - 2007
Credit Solutions 2005 - 2007
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2012
M.S., Human Resources & Industrial Relations
The University of Texas at Dallas 2003 — 2006
B.A., Psychology, Business Administration
Mayo College Girls School 1995 — 2002
ISC
Galit Tsadik's Morgan Stanley Experience October 2014 - March 2015
Job Financial Professional / Finance and Billing at AppCard
Industry Financial Services
Experience
AppCard, Inc. April 2015 - Present
5 Borough Expediting April 2015 - Present
Morgan Stanley October 2014 - March 2015
Wall Street Services September 2014 - March 2015
Eastern Union Funding 2013 - September 2014
5 Borough Expediting 2012 - 2013
Meir Rosenfeld, P.C. 2011 - 2012
Victor Katz, MD 2010 - 2011
Sushi Metsuyan Inc. 2005 - 2009
israir 2008 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Real Estate, English, Budgets, Team Leadership, Spanish, Outlook, Customer Satisfaction, QuickBooks, Financial Analysis, Hebrew, NYS Notary Public, Public Speaking, Facebook, Sales, Negotiation, Management, Strategic Planning, Social Media, Office Administration, Contract Negotiation, Editing, Research, Spreadsheets, Inventory Management, Analysis, Commercial Real Estate, Financial Reporting, Bookkeeping, Real Estate Transactions, Data Analysis, Due Diligence, Staff Development, Administration, Event Management, Small Business, Real Estate Financing, Account Reconciliation, Legal Writing, Real Estate Economics, Windows, Team Management, Legal Research, Brokerage, Economics, Psychology
Education
City University of New York-Queens College 2011 — 2013
Bachelor's degree, Economics and Psychology
Work Force 1 NYC Transportation Center 2009 — 2009
Business Employment Skills Certification, Business Administration and Management, General
City University of New York-Queens College 2005 — 2006
Freshman Honors Program, Liberal Arts and Sciences/Liberal Studies
AppCard, Inc. April 2015 - Present
5 Borough Expediting April 2015 - Present
Morgan Stanley October 2014 - March 2015
Wall Street Services September 2014 - March 2015
Eastern Union Funding 2013 - September 2014
5 Borough Expediting 2012 - 2013
Meir Rosenfeld, P.C. 2011 - 2012
Victor Katz, MD 2010 - 2011
Sushi Metsuyan Inc. 2005 - 2009
israir 2008 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Real Estate, English, Budgets, Team Leadership, Spanish, Outlook, Customer Satisfaction, QuickBooks, Financial Analysis, Hebrew, NYS Notary Public, Public Speaking, Facebook, Sales, Negotiation, Management, Strategic Planning, Social Media, Office Administration, Contract Negotiation, Editing, Research, Spreadsheets, Inventory Management, Analysis, Commercial Real Estate, Financial Reporting, Bookkeeping, Real Estate Transactions, Data Analysis, Due Diligence, Staff Development, Administration, Event Management, Small Business, Real Estate Financing, Account Reconciliation, Legal Writing, Real Estate Economics, Windows, Team Management, Legal Research, Brokerage, Economics, Psychology
Education
City University of New York-Queens College 2011 — 2013
Bachelor's degree, Economics and Psychology
Work Force 1 NYC Transportation Center 2009 — 2009
Business Employment Skills Certification, Business Administration and Management, General
City University of New York-Queens College 2005 — 2006
Freshman Honors Program, Liberal Arts and Sciences/Liberal Studies
Luigi Ferrera's Morgan Stanley Experience October 1998 - September 2001
Job Financial Manager at Fidelity & Trust Bank
Industry Banking
Experience
Fidelity & Trust Bank March 2007 - Present
Morgan Stanley October 1998 - September 2001
Education
Queens College 1993 — 1997
BA, Economics
Fidelity & Trust Bank March 2007 - Present
Morgan Stanley October 1998 - September 2001
Education
Queens College 1993 — 1997
BA, Economics
Peter Thelander's Morgan Stanley Experience August 2013 - Present
Job Software Developer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Skills
Agile Methodologies, Trading Systems, Equity Derivatives, Sybase, Electronic Trading, Unix, Derivatives, Java, Options, Equities
Education
Queensland University of Technology
Morgan Stanley August 2013 - Present
Skills
Agile Methodologies, Trading Systems, Equity Derivatives, Sybase, Electronic Trading, Unix, Derivatives, Java, Options, Equities
Education
Queensland University of Technology
Maria Sitnikova's Morgan Stanley Experience July 2011 - August 2012
Job Helpdesk Support Technician at Queensborough Community College
Industry Financial Services
Experience
Private Real Estate Company Helpdesk Support TechnicianCity University of New YorkMarch 2013 - November 2013
Morgan Stanley July 2011 - August 2012
Capital One October 2008 - January 2010
Skills
Spanish, English, Russian, French, Financial Modeling, Financial Analysis, Banking, Risk Management, Accounting, Pivot Tables, Insurance, Data Analysis, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Customer Service, Financial Services, Management
Education
Queens College 2010 — 2011
MS, Risk Management
Queens College 2007 — 2009
BBA, Business Administration
Private Real Estate Company Helpdesk Support TechnicianCity University of New YorkMarch 2013 - November 2013
Morgan Stanley July 2011 - August 2012
Capital One October 2008 - January 2010
Skills
Spanish, English, Russian, French, Financial Modeling, Financial Analysis, Banking, Risk Management, Accounting, Pivot Tables, Insurance, Data Analysis, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Customer Service, Financial Services, Management
Education
Queens College 2010 — 2011
MS, Risk Management
Queens College 2007 — 2009
BBA, Business Administration
Magda Gosiewski, CPA's Morgan Stanley Experience May 2012 - March 2013
Job Fund Accountant at Guggenheim Fund Solutions, LLC
Industry Financial Services
Experience
Guggenheim Partners March 2013 - Present
Morgan Stanley May 2012 - March 2013
Gruber Palumberi Raffaele, PC CPA September 2010 - May 2012
David Sacino, CPA May 2009 - September 2010
David Sacino, CPA January 2006 - May 2009
Skills
Accounting, GAAP, Financial Reporting, Microsoft Excel, QuickBooks, Bank Reconciliation, Tax Accounting, IFRS, Workday, Oracle, Hyperion HFM, CBI, Account Reconciliation, Financial Accounting, General Ledger, Microsoft Office, Financial Statements, CPA, US GAAP, Accounts Payable
Education
Queens College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Information Systems
Guggenheim Partners March 2013 - Present
Morgan Stanley May 2012 - March 2013
Gruber Palumberi Raffaele, PC CPA September 2010 - May 2012
David Sacino, CPA May 2009 - September 2010
David Sacino, CPA January 2006 - May 2009
Skills
Accounting, GAAP, Financial Reporting, Microsoft Excel, QuickBooks, Bank Reconciliation, Tax Accounting, IFRS, Workday, Oracle, Hyperion HFM, CBI, Account Reconciliation, Financial Accounting, General Ledger, Microsoft Office, Financial Statements, CPA, US GAAP, Accounts Payable
Education
Queens College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Information Systems
Dominic Ammerman's Morgan Stanley Experience January 1988 - January 1994
Job Owner EastWest Marine, Specialty Wood Products and Aquaduck Fleamarket
Industry Building Materials
Experience
East West Marine January 2012 - Present
Specialty Wood Products February 2012 - Present
Aquaduck Fleamarket June 2011 - Present
Credit Suisse June 2005 - March 2011
Citi June 1997 - June 2005
Cowen and Company 1994 - 1997
Morgan Stanley January 1988 - January 1994
Skills
Capital Markets, Investment Banking, Banking, Equities, Corporate Finance, Entrepreneurship, Equity Capital Markets, IPO, Marine Engineering, Dock Equipment, Construction Management, Due Diligence, Mergers
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Queens College 1983 — 1987
Bachelor's degree, Economics and Accounting
East West Marine January 2012 - Present
Specialty Wood Products February 2012 - Present
Aquaduck Fleamarket June 2011 - Present
Credit Suisse June 2005 - March 2011
Citi June 1997 - June 2005
Cowen and Company 1994 - 1997
Morgan Stanley January 1988 - January 1994
Skills
Capital Markets, Investment Banking, Banking, Equities, Corporate Finance, Entrepreneurship, Equity Capital Markets, IPO, Marine Engineering, Dock Equipment, Construction Management, Due Diligence, Mergers
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Queens College 1983 — 1987
Bachelor's degree, Economics and Accounting
David Willenborg's Morgan Stanley Experience July 2003 - August 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TradePMR March 2015 - Present
Farm Bureau Financial Services February 2014 - September 2014
VALIC January 2011 - January 2014
Chase Bank November 2009 - May 2010
Chase Investment Services Corp August 2008 - November 2009
Morgan Stanley July 2003 - August 2008
Cardinal Building Materials March 2002 - July 2003
Cardinal Building Materials October 1998 - March 2002
Rutledge Youth Foundation March 1997 - October 1998
Kemmerer Village September 1996 - March 1997
Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance
Education
Quincy University 1991 — 1995
Bachelor of Arts, Psychology
TradePMR March 2015 - Present
Farm Bureau Financial Services February 2014 - September 2014
VALIC January 2011 - January 2014
Chase Bank November 2009 - May 2010
Chase Investment Services Corp August 2008 - November 2009
Morgan Stanley July 2003 - August 2008
Cardinal Building Materials March 2002 - July 2003
Cardinal Building Materials October 1998 - March 2002
Rutledge Youth Foundation March 1997 - October 1998
Kemmerer Village September 1996 - March 1997
Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance
Education
Quincy University 1991 — 1995
Bachelor of Arts, Psychology
Louis C.E. Chiang's Morgan Stanley Experience December 2005 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2005 - Present
Time Warner Inc. December 1994 - December 2005
MCI Corporation July 1992 - December 1994
Verisk Analytics / Insurance Services Office Inc. April 1988 - July 1992
Skills
Sybase Adaptive Server, Oracle 9i, IT Management, Legal Technology, Unix, DB2, Web Applications, Network Administration, Business Analysis, Advertising Management, SDLC, Oracle, Data Warehousing
Education
NYU Polytechnic University 1986 — 1988
Master of Science (MSc)
Queen's College 1982 — 1986
Bachelor of Arts (B.A.)
Morgan Stanley December 2005 - Present
Time Warner Inc. December 1994 - December 2005
MCI Corporation July 1992 - December 1994
Verisk Analytics / Insurance Services Office Inc. April 1988 - July 1992
Skills
Sybase Adaptive Server, Oracle 9i, IT Management, Legal Technology, Unix, DB2, Web Applications, Network Administration, Business Analysis, Advertising Management, SDLC, Oracle, Data Warehousing
Education
NYU Polytechnic University 1986 — 1988
Master of Science (MSc)
Queen's College 1982 — 1986
Bachelor of Arts (B.A.)
Steve Tverski's Morgan Stanley Experience May 2000 - December 2014
Job Xerox Associate Northrop Grumman
Industry Aviation & Aerospace
Experience
Morgan Stanley May 2000 - December 2014
Prudential Securties 1999 - 2000
Skills
Windows 7, Windows XP, Linux, CompTIA A+, Microsoft Office, Reuters 3000, Bloomberg Software, SCCM, Hummingbird Exceed, TCP/IP, DHCP, Microsoft DNS, Powershell, Visual Studio
Education
Queens College 1988 — 1990
Computer and Information Sciences and Support Services
Morgan Stanley May 2000 - December 2014
Prudential Securties 1999 - 2000
Skills
Windows 7, Windows XP, Linux, CompTIA A+, Microsoft Office, Reuters 3000, Bloomberg Software, SCCM, Hummingbird Exceed, TCP/IP, DHCP, Microsoft DNS, Powershell, Visual Studio
Education
Queens College 1988 — 1990
Computer and Information Sciences and Support Services
Victor Savino's Morgan Stanley Experience December 2009 - June 2011
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. April 2014 - Present
DTCC March 2012 - September 2013
Morgan Stanley December 2009 - June 2011
BNY Mellon June 2000 - September 2009
Continuum Health Partners December 1997 - June 2000
Petrie Stores 1991 - 1995
Lord and Taylor 1986 - 1991
Skills
z/OS, VTAM, TCP/IP, NCP, IBM Assembler, REXX, CLIST, COBOL, ConnectDirect, TPX, Teleview, SuperSessions, SAS, Perl, IPCS, MS Office Suite, System exits, Microsoft Office, NDM
Education
Queens College 1978 — 1983
BS, Computer Science and Mathematics
JPMorgan Chase & Co. April 2014 - Present
DTCC March 2012 - September 2013
Morgan Stanley December 2009 - June 2011
BNY Mellon June 2000 - September 2009
Continuum Health Partners December 1997 - June 2000
Petrie Stores 1991 - 1995
Lord and Taylor 1986 - 1991
Skills
z/OS, VTAM, TCP/IP, NCP, IBM Assembler, REXX, CLIST, COBOL, ConnectDirect, TPX, Teleview, SuperSessions, SAS, Perl, IPCS, MS Office Suite, System exits, Microsoft Office, NDM
Education
Queens College 1978 — 1983
BS, Computer Science and Mathematics
Jack Dtm's Morgan Stanley Experience January 2000 - February 2005
Job
Industry Financial Services
Experience
Ridgeway and Conger July 2009 - Present
Crowell, Weedon & Co. February 2005 - July 2009
Morgan Stanley January 2000 - February 2005
Skills
Microsoft Office, Microsoft Excel
Education
Queens College 1964 — 1976
Bachelor of Arts (BA), Psychology
Bishop Loughlin Memorial Higs School 1960 — 1964
Regents Diploma, Acedemic
Ridgeway and Conger July 2009 - Present
Crowell, Weedon & Co. February 2005 - July 2009
Morgan Stanley January 2000 - February 2005
Skills
Microsoft Office, Microsoft Excel
Education
Queens College 1964 — 1976
Bachelor of Arts (BA), Psychology
Bishop Loughlin Memorial Higs School 1960 — 1964
Regents Diploma, Acedemic
Jesse McKinney's Morgan Stanley Experience 2000 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Fort Madison Bank and Trust, Co. 2003 - 2011
Morgan Stanley 2000 - 2003
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Management, Direct Sales, Marketing Strategy, Social Psychology, Sales Presentations, Advertising Sales, Customer Negotiations, Rate Negotiation, Stockbroking, Consultative Selling, HR Consulting, Retirement Planning, Retirement Income..., Retirement Plan..., Program Management, Employee Counseling, Contract Negotiation, Analysis, Policy Analysis, Competitive Analysis, Staff Scheduling, Spreadsheet Design, Career Counseling, Mortgage Planning, Supplier Negotiations, Committee Management, Volunteer Coordination, Sales Management, Portfolio Strategy, Portfolio Optimization
Education
Independent Certificates acheived while working with Morgan Stan 2000 — 2012
Series 63, 65, and 7, Finance
Quincy University 1993 — 1997
Bachelor of Arts (B.A.), Finance and Financial Management Services, Graduated
Lafayette High School 1990 — 1993
Fort Madison Bank and Trust, Co. 2003 - 2011
Morgan Stanley 2000 - 2003
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Management, Direct Sales, Marketing Strategy, Social Psychology, Sales Presentations, Advertising Sales, Customer Negotiations, Rate Negotiation, Stockbroking, Consultative Selling, HR Consulting, Retirement Planning, Retirement Income..., Retirement Plan..., Program Management, Employee Counseling, Contract Negotiation, Analysis, Policy Analysis, Competitive Analysis, Staff Scheduling, Spreadsheet Design, Career Counseling, Mortgage Planning, Supplier Negotiations, Committee Management, Volunteer Coordination, Sales Management, Portfolio Strategy, Portfolio Optimization
Education
Independent Certificates acheived while working with Morgan Stan 2000 — 2012
Series 63, 65, and 7, Finance
Quincy University 1993 — 1997
Bachelor of Arts (B.A.), Finance and Financial Management Services, Graduated
Lafayette High School 1990 — 1993
ROBERT ROSENKRANTZ's Morgan Stanley Experience June 2004 - September 2004
Job MARGIN ASSOCIATE AT RIDGE CLEARING AND OUT SOURCING
Industry Banking
Experience
RIDGECLEARING/BROADRIDGE November 2005 - March 2013
ADP CLEARING/TD WATERHOUSE September 2004 - July 2005
Morgan Stanley June 2004 - September 2004
SELECTIVE RECRUITING October 2001 - May 2004
Skills
Microsoft Excel, Banking, Risk Management, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Word templates, Handle Multiple..., Tactfulness, Computer-literate..., Work Without Supervision, Follow Instructions, Accepting Responsibility, Interact with All..., Office Equipment..., Phone Manner
Education
NEWYORK INSTITUTE OF FINANCE 1971 — 1973
MARGIN 1 & 2, ACCOUNTING 1 & 2 AND OPTIONS 1 & 2
Queens College 1970 — 1972
Biology, General, MATH
ERASMUS HALL HIGH SCHOOL 1965 — 1969
RIDGECLEARING/BROADRIDGE November 2005 - March 2013
ADP CLEARING/TD WATERHOUSE September 2004 - July 2005
Morgan Stanley June 2004 - September 2004
SELECTIVE RECRUITING October 2001 - May 2004
Skills
Microsoft Excel, Banking, Risk Management, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Word templates, Handle Multiple..., Tactfulness, Computer-literate..., Work Without Supervision, Follow Instructions, Accepting Responsibility, Interact with All..., Office Equipment..., Phone Manner
Education
NEWYORK INSTITUTE OF FINANCE 1971 — 1973
MARGIN 1 & 2, ACCOUNTING 1 & 2 AND OPTIONS 1 & 2
Queens College 1970 — 1972
Biology, General, MATH
ERASMUS HALL HIGH SCHOOL 1965 — 1969
Danielle Kondub's Morgan Stanley Experience April 2015 - Present
Job HR Reporting and Analytics Manager at Morgan Stanley
Industry Automotive
Experience
Morgan Stanley April 2015 - Present
Standard Motor Products 2010 - 2015
Standard Motor Products 2007 - 2010
Skills
Microsoft Excel, Microsoft Office, Access, VBA, JD Edwards, IBM Mainframe, SQL, C++, Monarch, Java, Management, Databases, PowerPoint, Analysis, Data Warehousing, Microsoft Word
Education
Queens College 2003 — 2007
Bachelor of Arts (BA), Computer Science
Morgan Stanley April 2015 - Present
Standard Motor Products 2010 - 2015
Standard Motor Products 2007 - 2010
Skills
Microsoft Excel, Microsoft Office, Access, VBA, JD Edwards, IBM Mainframe, SQL, C++, Monarch, Java, Management, Databases, PowerPoint, Analysis, Data Warehousing, Microsoft Word
Education
Queens College 2003 — 2007
Bachelor of Arts (BA), Computer Science
Edward Taibi's Morgan Stanley Experience April 1998 - Present
Job Fixed Income Trader, Global Wealth Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1998 - Present
Bankers Trust Company August 1991 - April 1998
Education
Queens College
Bachelor's Degree, Accounting
Saint John's University
Master of Business Administration (M.B.A.), Finance
Morgan Stanley April 1998 - Present
Bankers Trust Company August 1991 - April 1998
Education
Queens College
Bachelor's Degree, Accounting
Saint John's University
Master of Business Administration (M.B.A.), Finance
Christie Trotta - Flynn's Morgan Stanley Experience 1998 - 2009
Job Risk Vice President Trade Supervision at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School
Raymond Lampe's Morgan Stanley Experience February 1983 - December 2000
Job Margin Associate at Broadridge Financial Services
Industry Financial Services
Experience
Broadridge Financial Services December 2000 - Present
Morgan Stanley February 1983 - December 2000
Goldman Sachs June 1980 - February 1983
Skills
Expert in option margins, Worked with ADP systems, Worked with Excel system, I work with the..., I conduct training...
Education
Queens College 1965 — 1969
Bacheor of Arts, Philosophy
St. John's Prep 1961 — 1965
Acacdemic, Prepatatory for College
Broadridge Financial Services December 2000 - Present
Morgan Stanley February 1983 - December 2000
Goldman Sachs June 1980 - February 1983
Skills
Expert in option margins, Worked with ADP systems, Worked with Excel system, I work with the..., I conduct training...
Education
Queens College 1965 — 1969
Bacheor of Arts, Philosophy
St. John's Prep 1961 — 1965
Acacdemic, Prepatatory for College
Ken Weiner's Morgan Stanley Experience May 1990 - August 1991
Job Managing Director at Swiss Re
Industry Insurance
Experience
Swiss Re August 2008 - May 2015
Credit Suisse November 2005 - March 2008
Credit Suisse January 2001 - November 2005
Credit Suisse January 1998 - January 2001
Credit Suisse August 1995 - January 1998
Coopers & Lybrand November 1991 - August 1995
Morgan Stanley May 1990 - August 1991
Price Waterhouse June 1984 - May 1990
Skills
Risk Management, Investment Banking, Financial Risk, Equities, Hedge Funds, Operational Risk..., Financial Services, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Insurance, Reinsurance, Underwriting, General Insurance
Education
Queens College
Bachelor's degree, Accounting
Swiss Re August 2008 - May 2015
Credit Suisse November 2005 - March 2008
Credit Suisse January 2001 - November 2005
Credit Suisse January 1998 - January 2001
Credit Suisse August 1995 - January 1998
Coopers & Lybrand November 1991 - August 1995
Morgan Stanley May 1990 - August 1991
Price Waterhouse June 1984 - May 1990
Skills
Risk Management, Investment Banking, Financial Risk, Equities, Hedge Funds, Operational Risk..., Financial Services, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Insurance, Reinsurance, Underwriting, General Insurance
Education
Queens College
Bachelor's degree, Accounting
Jennifer Halper's Morgan Stanley Experience July 2006 - Present
Job Sr. Registered Associate
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
Merrill Lynch January 2006 - June 2006
Smith Barney May 1998 - November 2005
Skills
Organizational..., People Skills, Teamwork, Relationship Management
Education
Queensborough Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Marketing
Morgan Stanley July 2006 - Present
Merrill Lynch January 2006 - June 2006
Smith Barney May 1998 - November 2005
Skills
Organizational..., People Skills, Teamwork, Relationship Management
Education
Queensborough Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS