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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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Debra Perry Debra Perry's Morgan Stanley Experience 2004 - 2007
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services September 2014 - Present
U.S. Army Installation Management CMD 2009 - 2012
Morgan Stanley 2004 - 2007
Ayres Financial Group 2002 - 2004
A. G. Edwards & Sons, Inc. 1991 - 2001
Skills
Accredited Financial..., Microsoft Office, Research, Leadership, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Finance, Public Speaking, Risk Management, Sales, Team Leadership, Team Building, Training, Government, Management, Budgets, Access
Education
Regis University 2015 — 2017
Bachelor of Science (BS), Accounting
Central Texas College 2012 — 2014
Associate of Science (AS), Business Administration
UBS Financial Services September 2014 - Present
U.S. Army Installation Management CMD 2009 - 2012
Morgan Stanley 2004 - 2007
Ayres Financial Group 2002 - 2004
A. G. Edwards & Sons, Inc. 1991 - 2001
Skills
Accredited Financial..., Microsoft Office, Research, Leadership, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Finance, Public Speaking, Risk Management, Sales, Team Leadership, Team Building, Training, Government, Management, Budgets, Access
Education
Regis University 2015 — 2017
Bachelor of Science (BS), Accounting
Central Texas College 2012 — 2014
Associate of Science (AS), Business Administration
Jean-Pierre Smith Jean-Pierre Smith's Morgan Stanley Experience July 2012 - April 2013
Job Prime Custody Middle Office at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase July 2013 - Present
Morgan Stanley July 2012 - April 2013
Pep Boys May 2003 - January 2010
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investment Banking, Investments, Bloomberg Terminal, Valuation, Portfolio Management, Capital Markets, Corporate Finance, Microsoft Excel, Asset Management, Financial Services, Finance, Banking
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Bachelor of Science (B.S.), Finance, Graduate
Raritan Valley Community College 2008 — 2010
Associate's degree, Business Liberal Arts, 3.65 Cum Laude
Piscataway High School
High School Diploma
JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase July 2013 - Present
Morgan Stanley July 2012 - April 2013
Pep Boys May 2003 - January 2010
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investment Banking, Investments, Bloomberg Terminal, Valuation, Portfolio Management, Capital Markets, Corporate Finance, Microsoft Excel, Asset Management, Financial Services, Finance, Banking
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Bachelor of Science (B.S.), Finance, Graduate
Raritan Valley Community College 2008 — 2010
Associate's degree, Business Liberal Arts, 3.65 Cum Laude
Piscataway High School
High School Diploma
Janette Lou Janette Lou's Morgan Stanley Experience 2008 - 2009
Job Director, Investment Department at BesTV
Industry Financial Services
Experience
BesTV March 2013 - Present
Antaeus Capital Inc. January 2010 - January 2013
Morgan Stanley 2008 - 2009
CCG Investor Relations January 2007 - January 2008
China Business Network (CBN) 2002 - 2005
Skills
Investment Banking, Corporate Communications, Investor Relations, Quantitative Analytics
Education
University of Southern California
M.S., Communication Management
University of Southern California - Marshall School of Business
Master's, Finance
Renmin University of China
B.S., Journalism
BesTV March 2013 - Present
Antaeus Capital Inc. January 2010 - January 2013
Morgan Stanley 2008 - 2009
CCG Investor Relations January 2007 - January 2008
China Business Network (CBN) 2002 - 2005
Skills
Investment Banking, Corporate Communications, Investor Relations, Quantitative Analytics
Education
University of Southern California
M.S., Communication Management
University of Southern California - Marshall School of Business
Master's, Finance
Renmin University of China
B.S., Journalism
Darla Jenner Darla Jenner's Morgan Stanley Experience January 2010 - July 2012
Job Director of Operational Excellence
Industry Financial Services
Experience
OnDeck January 2015 - Present
Great-West Financial July 2012 - January 2015
Morgan Stanley January 2010 - July 2012
On Deck Capital August 2008 - December 2009
Wells Fargo CTS November 2006 - August 2008
Fifth Third Bank May 2005 - November 2006
CoBank 2000 - 2005
Skills
Loans, Operations Management, Banking, Loan Origination, Underwriting, Process Improvement, Commercial Banking, Corporate Trust, Security Operations, Project Management, Consumer Loan, Finance, Strategy, Leadership, Management
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
OnDeck January 2015 - Present
Great-West Financial July 2012 - January 2015
Morgan Stanley January 2010 - July 2012
On Deck Capital August 2008 - December 2009
Wells Fargo CTS November 2006 - August 2008
Fifth Third Bank May 2005 - November 2006
CoBank 2000 - 2005
Skills
Loans, Operations Management, Banking, Loan Origination, Underwriting, Process Improvement, Commercial Banking, Corporate Trust, Security Operations, Project Management, Consumer Loan, Finance, Strategy, Leadership, Management
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
Seth Stone's Morgan Stanley Experience March 2007 - March 2008
Job Consultant & Author
Industry Management Consulting
Experience
SBS Strategic Innovations, LLC November 2014 - Present
Regent University November 2014 - Present
Regent University October 2011 - October 2014
Regent University February 2011 - October 2011
Tull Financial Group, Inc October 2010 - February 2011
First Niagara Bank March 2008 - August 2009
Morgan Stanley March 2007 - March 2008
W. P. Carey Inc. November 2004 - February 2006
Skills
Organizational..., Leadership Development, Strategic Planning, Organizational..., Human Resources, Research, Training, Nonprofits, Workshop Facilitation, Program Development, Higher Education, Adult Education, Instructional Design, Career Development, Curriculum Development, Qualitative Research, E-Learning, Analysis, Program Evaluation, Organizational Behavior, Curriculum Design, Data Analysis, Administration
Education
Regent University 2011 — 2014
Doctor of Strategic Leadership, Innovation
Regent University 2009 — 2011
Master of Business Administration (MBA)
Skidmore College 1999 — 2003
Bachelor of Science (B.S.), Management & Business
Albany Academy
SBS Strategic Innovations, LLC November 2014 - Present
Regent University November 2014 - Present
Regent University October 2011 - October 2014
Regent University February 2011 - October 2011
Tull Financial Group, Inc October 2010 - February 2011
First Niagara Bank March 2008 - August 2009
Morgan Stanley March 2007 - March 2008
W. P. Carey Inc. November 2004 - February 2006
Skills
Organizational..., Leadership Development, Strategic Planning, Organizational..., Human Resources, Research, Training, Nonprofits, Workshop Facilitation, Program Development, Higher Education, Adult Education, Instructional Design, Career Development, Curriculum Development, Qualitative Research, E-Learning, Analysis, Program Evaluation, Organizational Behavior, Curriculum Design, Data Analysis, Administration
Education
Regent University 2011 — 2014
Doctor of Strategic Leadership, Innovation
Regent University 2009 — 2011
Master of Business Administration (MBA)
Skidmore College 1999 — 2003
Bachelor of Science (B.S.), Management & Business
Albany Academy
Jill Angelichio's Morgan Stanley Experience February 1993 - February 1997
Job Global Risk Technology VP at Bank of America: Global Capital Markets | Basel Regulatory Regulations | Program Management
Industry Information Technology and Services
Experience
Bank of America March 2011 - Present
Wells Fargo September 2008 - December 2010
Wachovia Bank, N.A. February 2004 - August 2008
Prudential Securities, Inc. March 1997 - October 2002
Morgan Stanley February 1993 - February 1997
Electronic Systems Associates May 1990 - January 1993
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's Degree, Electrical Engineering
Bank of America March 2011 - Present
Wells Fargo September 2008 - December 2010
Wachovia Bank, N.A. February 2004 - August 2008
Prudential Securities, Inc. March 1997 - October 2002
Morgan Stanley February 1993 - February 1997
Electronic Systems Associates May 1990 - January 1993
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's Degree, Electrical Engineering
Christopher Kopec's Morgan Stanley Experience February 1995 - February 1996
Job Mortgage Loan Originator at 1st Advantage Mortgage
Industry Financial Services
Experience
1st Advantage Mortgage August 2014 - Present
Mortgage Master, Inc. January 2014 - August 2014
PrimeLending January 2013 - September 2013
Owl Tree Mortgage Company February 2005 - December 2012
Countrywide Home Loans (Hinsdale Branch) December 2002 - September 2005
Wells Fargo Home Mortgage February 2002 - December 2002
Countrywide Home Loans (Naperville Branch) February 2001 - January 2002
CIT October 1998 - February 2001
CIT February 1996 - September 1998
Morgan Stanley February 1995 - February 1996
Skills
Mortgage Lending, Refinance, Loan Origination, Loans, FHA, Residential Mortgages, Credit, Real Estate, Underwriting, Investment Properties, Sales, Finance, Mortgage Banking, Funding, Sellers, Due Diligence, Management, USDA, Referrals, VA loans, Customer Service, FHA financing, Construction Loans, Banking, Customer Satisfaction, Training, Sales Operations, Reverse Mortgages, Social Media, Brand Management, Compliance, Microsoft Excel, Economics, Politics, Real Estate Financing, Government Loans, Commercial Mortgages, Mortgage Underwriting, Real Estate Economics, Home Equity Loans, Mortgage Marketing, Home Equity Lines of..., First Time Home Buyers, Interest Rates, VA Loans, FHA Financing
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1990
Bachelor of Arts, Political Science
Ramapo College of New Jersey 1985 — 1988
Undergraduate Studies, Political Science, Philosophy
Ramsey High School 1981 — 1985
High School
1st Advantage Mortgage August 2014 - Present
Mortgage Master, Inc. January 2014 - August 2014
PrimeLending January 2013 - September 2013
Owl Tree Mortgage Company February 2005 - December 2012
Countrywide Home Loans (Hinsdale Branch) December 2002 - September 2005
Wells Fargo Home Mortgage February 2002 - December 2002
Countrywide Home Loans (Naperville Branch) February 2001 - January 2002
CIT October 1998 - February 2001
CIT February 1996 - September 1998
Morgan Stanley February 1995 - February 1996
Skills
Mortgage Lending, Refinance, Loan Origination, Loans, FHA, Residential Mortgages, Credit, Real Estate, Underwriting, Investment Properties, Sales, Finance, Mortgage Banking, Funding, Sellers, Due Diligence, Management, USDA, Referrals, VA loans, Customer Service, FHA financing, Construction Loans, Banking, Customer Satisfaction, Training, Sales Operations, Reverse Mortgages, Social Media, Brand Management, Compliance, Microsoft Excel, Economics, Politics, Real Estate Financing, Government Loans, Commercial Mortgages, Mortgage Underwriting, Real Estate Economics, Home Equity Loans, Mortgage Marketing, Home Equity Lines of..., First Time Home Buyers, Interest Rates, VA Loans, FHA Financing
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1990
Bachelor of Arts, Political Science
Ramapo College of New Jersey 1985 — 1988
Undergraduate Studies, Political Science, Philosophy
Ramsey High School 1981 — 1985
High School
Adam Baron Adam Baron's Morgan Stanley Experience August 2002 - March 2009
Job Director, Big Data Quantitative Research
Industry Financial Services
Experience
Thomson Reuters (StarMine) August 2014 - Present
Thomson Reuters (StarMine) May 2010 - July 2014
Thomson Reuters April 2009 - May 2010
Morgan Stanley August 2002 - March 2009
Microsoft May 2001 - July 2001
General Electric June 2000 - August 2000
Skills
Python, VBA, Quantitative Finance, C#, Java, Data Mining, Trading Systems, R, C++, SQL, MySQL, Linux, Unix, XML, Equities, Statistics, Quantitative Analytics, Web Services, Financial Modeling, Perl, Databases, .NET, WPF, C, Visual Basic, Programming, Derivatives, Database Design, Financial Markets, Analytics, Machine Learning, Business Analysis, Oracle, SQL Server, Sybase, Hadoop, JavaScript, WCF, XAML, WinForms, ADO, Quantitative Research, Quantitative Modeling, Quantitative Analysis, VB.NET, MongoDB, Microsoft SQL Server
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance, Global Business, Entrepreneurship & Innovation, 3.8175
Rensselaer Polytechnic Institute 1998 — 2002
BS, Computer Science, Management (MIS), 3.95
Xavier High School 1994 — 1998
High School Diploma
Thomson Reuters (StarMine) August 2014 - Present
Thomson Reuters (StarMine) May 2010 - July 2014
Thomson Reuters April 2009 - May 2010
Morgan Stanley August 2002 - March 2009
Microsoft May 2001 - July 2001
General Electric June 2000 - August 2000
Skills
Python, VBA, Quantitative Finance, C#, Java, Data Mining, Trading Systems, R, C++, SQL, MySQL, Linux, Unix, XML, Equities, Statistics, Quantitative Analytics, Web Services, Financial Modeling, Perl, Databases, .NET, WPF, C, Visual Basic, Programming, Derivatives, Database Design, Financial Markets, Analytics, Machine Learning, Business Analysis, Oracle, SQL Server, Sybase, Hadoop, JavaScript, WCF, XAML, WinForms, ADO, Quantitative Research, Quantitative Modeling, Quantitative Analysis, VB.NET, MongoDB, Microsoft SQL Server
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance, Global Business, Entrepreneurship & Innovation, 3.8175
Rensselaer Polytechnic Institute 1998 — 2002
BS, Computer Science, Management (MIS), 3.95
Xavier High School 1994 — 1998
High School Diploma
James Chin James Chin's Morgan Stanley Experience June 2014 - September 2014
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Biotechnology
Experience
Morgan Stanley June 2014 - September 2014
Cornerstone Research June 2013 - August 2013
Boston Children's Hospital September 2012 - May 2013
Brandeis University September 2011 - May 2013
Brandeis University November 2010 - May 2013
Brandeis University September 2010 - May 2013
Brandeis University International Business School June 2012 - August 2012
Brandeis University September 2010 - September 2011
Skills
Stata, Research, Microsoft Office, PowerPoint, Data Analysis, Matlab, Microsoft Excel, HTML, Python, Microsoft Word, SPSS, Calculus, Programming, Mac OS X, Economics, Qualitative Research, Statistics, Social Media, OS X, Biochemistry, Teaching, SAS
Education
Dartmouth College 2013 — 2015
Bachelor of Engineering (BEng), Biomedical/Medical Engineering
Brandeis Univesity 2010 — 2013
Bachelor of Arts (B.A.), Economics and Biochemistry
Raffles Institution 2008 — 2009
Morgan Stanley June 2014 - September 2014
Cornerstone Research June 2013 - August 2013
Boston Children's Hospital September 2012 - May 2013
Brandeis University September 2011 - May 2013
Brandeis University November 2010 - May 2013
Brandeis University September 2010 - May 2013
Brandeis University International Business School June 2012 - August 2012
Brandeis University September 2010 - September 2011
Skills
Stata, Research, Microsoft Office, PowerPoint, Data Analysis, Matlab, Microsoft Excel, HTML, Python, Microsoft Word, SPSS, Calculus, Programming, Mac OS X, Economics, Qualitative Research, Statistics, Social Media, OS X, Biochemistry, Teaching, SAS
Education
Dartmouth College 2013 — 2015
Bachelor of Engineering (BEng), Biomedical/Medical Engineering
Brandeis Univesity 2010 — 2013
Bachelor of Arts (B.A.), Economics and Biochemistry
Raffles Institution 2008 — 2009
Dominick Popolo Dominick Popolo's Morgan Stanley Experience June 2014 - September 2014
Job Assistant Manager at Hollister Co.
Industry Retail
Experience
Hollister Co. January 2015 - Present
Morgan Stanley June 2014 - September 2014
Lutron Electronics May 2011 - July 2013
Longhorn Steakhouse November 2010 - May 2011
Skills
Technology, Organizational..., Timelines, Learning Quickly, Marketing Analytics, Entrepreneurship, Leadership, Finance
Education
Radford University - College of Business and Economics 2011 — 2014
Bachelor's Degree, Business Administration and Management, General/ Entrepreneurship
Hollister Co. January 2015 - Present
Morgan Stanley June 2014 - September 2014
Lutron Electronics May 2011 - July 2013
Longhorn Steakhouse November 2010 - May 2011
Skills
Technology, Organizational..., Timelines, Learning Quickly, Marketing Analytics, Entrepreneurship, Leadership, Finance
Education
Radford University - College of Business and Economics 2011 — 2014
Bachelor's Degree, Business Administration and Management, General/ Entrepreneurship
Edward J. Smith's Morgan Stanley Experience January 2004 - May 2008
Job Executive Vice President, General Counsel and Chief Compliance Officer at Hartfield, Titus & Donnelly, LLC
Industry Financial Services
Experience
Hartfield, Titus & Donnelly, LLC January 2013 - Present
Coastal Trade Securities, LLC August 2011 - December 2012
ICAP May 2008 - August 2011
Morgan Stanley January 2004 - May 2008
Skills
Fixed Income, Securities, FINRA, Management, Trading, Equity Trading, Capital Markets, Legal Compliance, Series 24, Hedge Funds, Legal Writing, Legal Documents, Derivatives, Finance, Executive Management, Equities, Project Management, Trade Compliance, Compliance, Registered Investment..., Financial Services, fixed income compliance..., Municipal Bonds, Bond Markets, Compliance Program..., Human Resource Planning, 401K Pension Plan..., Self-Insured Health..., ATS Platform Management...
Education
Quinnipiac University School of Law 1996 — 1998
JD, Banking, Corporate, Finance, and Securities Law
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S., Finance, International Business
Hartfield, Titus & Donnelly, LLC January 2013 - Present
Coastal Trade Securities, LLC August 2011 - December 2012
ICAP May 2008 - August 2011
Morgan Stanley January 2004 - May 2008
Skills
Fixed Income, Securities, FINRA, Management, Trading, Equity Trading, Capital Markets, Legal Compliance, Series 24, Hedge Funds, Legal Writing, Legal Documents, Derivatives, Finance, Executive Management, Equities, Project Management, Trade Compliance, Compliance, Registered Investment..., Financial Services, fixed income compliance..., Municipal Bonds, Bond Markets, Compliance Program..., Human Resource Planning, 401K Pension Plan..., Self-Insured Health..., ATS Platform Management...
Education
Quinnipiac University School of Law 1996 — 1998
JD, Banking, Corporate, Finance, and Securities Law
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S., Finance, International Business
Irina Tsveklova's Morgan Stanley Experience June 2010 - July 2010
Job Associate, Global Projects at Baker Botts LLP
Industry Law Practice
Experience
Baker Botts June 2014 - Present
Baker Botts LLP November 2011 - June 2014
Lotus, LLC September 2011 - September 2011
Morgan Stanley June 2010 - July 2010
Silverman Sherliker LLP August 2009 - August 2009
JIM FRIEL & COMPANY July 2006 - September 2006
Skills
Energy, Commercial Litigation, Litigation, Legal Research, International..., Banking, International Law, Arbitration, Legal Writing, Due Diligence, Joint Ventures, Mergers & Acquisitions, Legal Advice, Legal Assistance, Civil Litigation, Corporate Law
Education
The University of Texas School of Law 2010 — 2011
LL.M., Global Energy, International Arbitration and Environmental Law
The University of Glasgow 2006 — 2010
LL.B (Hons), Law
Radboud Universiteit Nijmegen 2008 — 2009
LL.B. (Honours), Law
Baker Botts June 2014 - Present
Baker Botts LLP November 2011 - June 2014
Lotus, LLC September 2011 - September 2011
Morgan Stanley June 2010 - July 2010
Silverman Sherliker LLP August 2009 - August 2009
JIM FRIEL & COMPANY July 2006 - September 2006
Skills
Energy, Commercial Litigation, Litigation, Legal Research, International..., Banking, International Law, Arbitration, Legal Writing, Due Diligence, Joint Ventures, Mergers & Acquisitions, Legal Advice, Legal Assistance, Civil Litigation, Corporate Law
Education
The University of Texas School of Law 2010 — 2011
LL.M., Global Energy, International Arbitration and Environmental Law
The University of Glasgow 2006 — 2010
LL.B (Hons), Law
Radboud Universiteit Nijmegen 2008 — 2009
LL.B. (Honours), Law
James Mazzarisi, CFA's Morgan Stanley Experience November 1999 - May 2002
Job SVP Private and Commercial Banking
Industry Banking
Experience
Bank of Jackson Hole December 2008 - Present
Bank of Bozeman June 2007 - December 2008
US Bank/Heritage Bank June 2005 - June 2007
Jackson State Bank and Trust May 2003 - June 2005
Morgan Stanley November 1999 - May 2002
Skills
Banking, Financial Analysis, Consultative Sales..., Negotiating, Management, Executive..., Commercial Loans, High Net Worth Loans, Private Banking, Wealth Management, Workouts, Technical Writing, Building Relationships, Sales Prospecting, Microsoft Excel, Microsoft Word, Commercial Lending, Leadership, Sales, Loans, Credit
Education
UPenn 2014 — 2016
Stonier Graduate School of Banking, Banking-Leadership, Year 1
CFA Institute 2006 — 2008
CFA Charterholder, Finance, Completed 2008
Regis University 2002 — 2003
Master of Business Administration (MBA), Finance
University of Colorado 1993 — 1997
Bachelor of Science (BS), Business - finance
Bank of Jackson Hole December 2008 - Present
Bank of Bozeman June 2007 - December 2008
US Bank/Heritage Bank June 2005 - June 2007
Jackson State Bank and Trust May 2003 - June 2005
Morgan Stanley November 1999 - May 2002
Skills
Banking, Financial Analysis, Consultative Sales..., Negotiating, Management, Executive..., Commercial Loans, High Net Worth Loans, Private Banking, Wealth Management, Workouts, Technical Writing, Building Relationships, Sales Prospecting, Microsoft Excel, Microsoft Word, Commercial Lending, Leadership, Sales, Loans, Credit
Education
UPenn 2014 — 2016
Stonier Graduate School of Banking, Banking-Leadership, Year 1
CFA Institute 2006 — 2008
CFA Charterholder, Finance, Completed 2008
Regis University 2002 — 2003
Master of Business Administration (MBA), Finance
University of Colorado 1993 — 1997
Bachelor of Science (BS), Business - finance
Daniel Hinds's Morgan Stanley Experience January 2012 - June 2013
Job Senior Business Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
J.P. Morgan July 2013 - May 2014
Morgan Stanley January 2012 - June 2013
US Navy April 1992 - April 2012
US Navy December 2009 - March 2012
US Navy January 2009 - December 2009
Skills
Program Management, Supply Chain Management, Operations Management, Vendor Management, Integration, Personnel Management, Outsourcing, Finance, Change Management, Application Management..., Budgets, Project Planning, Six Sigma, Cross-functional Team..., Process Improvement, Logistics, Security Clearance, Risk Management, Military, Team Leadership, Business Development, Project Management
Education
Regis University 2009 — 2011
MBA, Operations Management
JPMorgan Chase May 2014 - Present
J.P. Morgan July 2013 - May 2014
Morgan Stanley January 2012 - June 2013
US Navy April 1992 - April 2012
US Navy December 2009 - March 2012
US Navy January 2009 - December 2009
Skills
Program Management, Supply Chain Management, Operations Management, Vendor Management, Integration, Personnel Management, Outsourcing, Finance, Change Management, Application Management..., Budgets, Project Planning, Six Sigma, Cross-functional Team..., Process Improvement, Logistics, Security Clearance, Risk Management, Military, Team Leadership, Business Development, Project Management
Education
Regis University 2009 — 2011
MBA, Operations Management
Anne-Pryor Monette Anne-Pryor Monette's Morgan Stanley Experience June 2007 - August 2009
Job Assistant Vice President, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
The Intersect Group May 2013 - February 2014
J.P. Morgan August 2009 - May 2013
Morgan Stanley June 2007 - August 2009
Skills
Alternative Investments, Series 7, Hedge Funds, Asset Management, Private Equity, Banking, Private Banking, Due Diligence, Risk Management, Series 66, Series 31, Life, Accident &..., Variable Health..., Manage Client..., Topaz, Prism, Microsoft Excel, Microsoft Office, SharePoint, Client Interfacing..., Marketing, Event Management, Lotus Notes, PeopleSoft, Everbridge, Asset Managment, Sales, Cold Calling, Client Development
Education
Reinhardt College
Bachelor of Science (BS)
Gainesville State College
Associate of Arts (A.A.)
SunTrust Robinson Humphrey February 2014 - Present
The Intersect Group May 2013 - February 2014
J.P. Morgan August 2009 - May 2013
Morgan Stanley June 2007 - August 2009
Skills
Alternative Investments, Series 7, Hedge Funds, Asset Management, Private Equity, Banking, Private Banking, Due Diligence, Risk Management, Series 66, Series 31, Life, Accident &..., Variable Health..., Manage Client..., Topaz, Prism, Microsoft Excel, Microsoft Office, SharePoint, Client Interfacing..., Marketing, Event Management, Lotus Notes, PeopleSoft, Everbridge, Asset Managment, Sales, Cold Calling, Client Development
Education
Reinhardt College
Bachelor of Science (BS)
Gainesville State College
Associate of Arts (A.A.)
Kerri Theriault Kerri Theriault's Morgan Stanley Experience 2003 - 2004
Job Controller at Amazing Furniture
Industry Retail
Experience
Amazing Furniture June 2008 - Present
Sears Holdings Corporation March 2008 - June 2008
Performance Overhead Door 2004 - 2008
Morgan Stanley 2003 - 2004
Fashion Bug 1991 - 2003
Skills
Forecasting
Education
Rasmussen College-Florida
Associate of Science (A.S.), Accounting and Business/Management
Three Rivers Community College
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
Webster College
Associate of Science (A.S.), Accounting and Finance
Amazing Furniture June 2008 - Present
Sears Holdings Corporation March 2008 - June 2008
Performance Overhead Door 2004 - 2008
Morgan Stanley 2003 - 2004
Fashion Bug 1991 - 2003
Skills
Forecasting
Education
Rasmussen College-Florida
Associate of Science (A.S.), Accounting and Business/Management
Three Rivers Community College
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
Webster College
Associate of Science (A.S.), Accounting and Finance
Syed Asghar Ali Syed Asghar Ali's Morgan Stanley Experience August 2010 - March 2012
Job Financial Controller at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
JPMorgan Chase & Co. June 2014 - October 2014
Credit Suisse March 2013 - June 2014
Bank of America March 2012 - March 2013
Morgan Stanley August 2010 - March 2012
KPMG August 2009 - March 2010
JPMorgan Chase April 2006 - September 2008
Citi May 2005 - April 2006
Bank of America June 2002 - May 2005
Skills
Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Business Analysis, Finance, Derivatives, Fixed Income, Private Equity, Equity Valuation, Basel II, Technology, Risk Management, Project Management, PMO, Excel models, MS Project, SQL, SAP, Investran, PeopleSoft, Business Objects, SEC filings, Account Reconciliation, Accounting, Leadership, Portfolio Management, Valuation, Budgets, Auditing, Access, Variance Analysis, Business Process, Investment Banking, Financial Services, Financial Reporting
Education
Ramapo College of New Jersey
BS, FINANCE
Ramapo College of New Jersey
Bachelor of Science (B.S.), Finance, General
Citi January 2015 - Present
JPMorgan Chase & Co. June 2014 - October 2014
Credit Suisse March 2013 - June 2014
Bank of America March 2012 - March 2013
Morgan Stanley August 2010 - March 2012
KPMG August 2009 - March 2010
JPMorgan Chase April 2006 - September 2008
Citi May 2005 - April 2006
Bank of America June 2002 - May 2005
Skills
Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Business Analysis, Finance, Derivatives, Fixed Income, Private Equity, Equity Valuation, Basel II, Technology, Risk Management, Project Management, PMO, Excel models, MS Project, SQL, SAP, Investran, PeopleSoft, Business Objects, SEC filings, Account Reconciliation, Accounting, Leadership, Portfolio Management, Valuation, Budgets, Auditing, Access, Variance Analysis, Business Process, Investment Banking, Financial Services, Financial Reporting
Education
Ramapo College of New Jersey
BS, FINANCE
Ramapo College of New Jersey
Bachelor of Science (B.S.), Finance, General
Jarrod Keen, MBA, CFP® Jarrod Keen, MBA, CFP®'s Morgan Stanley Experience June 1997 - April 2005
Job Second Vice President Wealth Management at RKJ Group LLC
Industry Financial Services
Experience
RKJ Group LLC May 2005 - Present
Morgan Stanley June 1997 - April 2005
Skills
Investments, Financial Advisory, Retirement Planning, Mutual Funds, Small Business, Finance, Financial Services, Asset Allocation
Education
Radford University - College of Business and Economics 1995 — 1997
MBA, Finance
UVA Wise 1991 — 1995
BA, Business
RKJ Group LLC May 2005 - Present
Morgan Stanley June 1997 - April 2005
Skills
Investments, Financial Advisory, Retirement Planning, Mutual Funds, Small Business, Finance, Financial Services, Asset Allocation
Education
Radford University - College of Business and Economics 1995 — 1997
MBA, Finance
UVA Wise 1991 — 1995
BA, Business
Nicholas Attard's Morgan Stanley Experience May 2012 - January 2014
Job Associate
Industry Investment Management
Experience
Commonfund January 2014 - Present
Morgan Stanley May 2012 - January 2014
Morgan Stanley Smith Barney December 2010 - May 2012
Morgan Stanley Smith Barney December 2009 - December 2010
Skills
Alternative Investments, Investments, Portfolio Management, Private Equity, Hedge Funds, Venture Capital, Capital Markets, Bloomberg Terminal, Series 7, Series 31, Series 66, Investment Management, Advanced Excel, S&P Reports, Equities, Fixed Income, Options Strategies, Derivatives, Equity Trading, Technical Analysis, Hedging, Investment Strategies, Asset Management, Endowment Funds, Family Office, Asset Allocation, Pivotal, Morningstar
Education
Quinnipiac University - School of Business
Bachelor of Science, Finance and Economics
Commonfund January 2014 - Present
Morgan Stanley May 2012 - January 2014
Morgan Stanley Smith Barney December 2010 - May 2012
Morgan Stanley Smith Barney December 2009 - December 2010
Skills
Alternative Investments, Investments, Portfolio Management, Private Equity, Hedge Funds, Venture Capital, Capital Markets, Bloomberg Terminal, Series 7, Series 31, Series 66, Investment Management, Advanced Excel, S&P Reports, Equities, Fixed Income, Options Strategies, Derivatives, Equity Trading, Technical Analysis, Hedging, Investment Strategies, Asset Management, Endowment Funds, Family Office, Asset Allocation, Pivotal, Morningstar
Education
Quinnipiac University - School of Business
Bachelor of Science, Finance and Economics
Carmen Stasko carmen.stasko@aexp.com's Morgan Stanley Experience December 2009 - April 2010
Job Recruitment Relationship Manager Allegis Global Solutions, American Express
Industry Banking
Experience
Allegis Global Solutions, American Express October 2012 - Present
EMC Consulting http://www.emc.com/services/business-consulting.htm May 2010 - August 2012
Morgan Stanley December 2009 - April 2010
Stasko Consulting LLC October 2008 - 2010
Comsys April 2007 - September 2008
Ethan Allen Personnel May 2004 - April 2007
Spherion - PRG January 2003 - April 2004
Robert Half International March 1997 - August 2001
Skills
PeopleSoft, SharePoint, Business Objects, Technical Recruiting, Full-cycle Recruiting, Avature CRM, Internet Recruiting, Contract Recruitment, Sourcing, Talent Acquisition, Behavioral Interviewing, Full-life Cycle..., SDLC, Employee Relations, Cold Calling, Human Resources, Interviews, Leadership, Management, Onboarding, Recruiting, Screening, Training
Education
Regis College
BA
Allegis Global Solutions, American Express October 2012 - Present
EMC Consulting http://www.emc.com/services/business-consulting.htm May 2010 - August 2012
Morgan Stanley December 2009 - April 2010
Stasko Consulting LLC October 2008 - 2010
Comsys April 2007 - September 2008
Ethan Allen Personnel May 2004 - April 2007
Spherion - PRG January 2003 - April 2004
Robert Half International March 1997 - August 2001
Skills
PeopleSoft, SharePoint, Business Objects, Technical Recruiting, Full-cycle Recruiting, Avature CRM, Internet Recruiting, Contract Recruitment, Sourcing, Talent Acquisition, Behavioral Interviewing, Full-life Cycle..., SDLC, Employee Relations, Cold Calling, Human Resources, Interviews, Leadership, Management, Onboarding, Recruiting, Screening, Training
Education
Regis College
BA
Donna L. Miller Donna L. Miller's Morgan Stanley Experience May 2006 - June 2014
Job Business Process Improvement Leader
Industry Financial Services
Experience
MUFG Americas September 2014 - Present
Morgan Stanley May 2006 - June 2014
U.S. Trust February 2004 - April 2006
J. Juliano & Associates, Corp. / Management Consulting January 1994 - January 2004
P.M.I. Limited / Management Consulting January 1991 - January 1994
Skills
Program Management, Business Process..., Talent Management, Project Management, Strategy, Analysis, Training, Management Consulting, Capacity Planning, Management, Financial Services, Financial Analysis, Strategic Planning, Resource Management, Organizational..., Process Efficiency, Staffing Models, Productivity Improvement, Training Program Design..., Employee Skills..., PMO, Program Development, Program Facilitation, Headcount Management, Headcount Reporting, Analytics, Business Analytics, Forecasting, Change Management, Leadership, Organizational Design, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Business Analysis, Business Strategy, Process Improvement
Education
Radford University
M.S., Organizational Psychology
Virginia Tech
B.S., Psychology
MUFG Americas September 2014 - Present
Morgan Stanley May 2006 - June 2014
U.S. Trust February 2004 - April 2006
J. Juliano & Associates, Corp. / Management Consulting January 1994 - January 2004
P.M.I. Limited / Management Consulting January 1991 - January 1994
Skills
Program Management, Business Process..., Talent Management, Project Management, Strategy, Analysis, Training, Management Consulting, Capacity Planning, Management, Financial Services, Financial Analysis, Strategic Planning, Resource Management, Organizational..., Process Efficiency, Staffing Models, Productivity Improvement, Training Program Design..., Employee Skills..., PMO, Program Development, Program Facilitation, Headcount Management, Headcount Reporting, Analytics, Business Analytics, Forecasting, Change Management, Leadership, Organizational Design, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Business Analysis, Business Strategy, Process Improvement
Education
Radford University
M.S., Organizational Psychology
Virginia Tech
B.S., Psychology
Nancy Karole Kennedy Nancy Karole Kennedy's Morgan Stanley Experience 1987 - 2006
Job Directorof Major Gifts
Industry Nonprofit Organization Management
Experience
Hackensack University Medical Center June 2015 - Present
Ruotolo Associates April 2010 - May 2015
American Red Cross of Northern NJ July 2007 - April 2010
Willow House 2006 - 2010
Morgan Stanley Investment Management July 1993 - June 2006
Morgan Stanley 1987 - 2006
Morgan Stanley (formerly Dean Witter) 1985 - 2006
Skills
Nonprofits, Fundraising, Non-profits, Event Planning, Strategic Planning, Public Speaking, Public Relations, Leadership, Leadership Development, Business Development, Entrepreneurship, Coaching, Social Media, Corporate Communications, Marketing, Volunteer Management, Event Management, Business Planning, Budgets, Management, Project Management, Social Networking, Community Outreach, Small Business, Grant Writing, Organizational..., Series 7, Training, Editing, Marketing Communications, Program Management, Team Building
Education
Quinnipiac University 1980 — 1985
Bachelor of Science (B.S.), Human Resources Management and Services
Paramus Catholic 1976 — 1980
Hackensack University Medical Center June 2015 - Present
Ruotolo Associates April 2010 - May 2015
American Red Cross of Northern NJ July 2007 - April 2010
Willow House 2006 - 2010
Morgan Stanley Investment Management July 1993 - June 2006
Morgan Stanley 1987 - 2006
Morgan Stanley (formerly Dean Witter) 1985 - 2006
Skills
Nonprofits, Fundraising, Non-profits, Event Planning, Strategic Planning, Public Speaking, Public Relations, Leadership, Leadership Development, Business Development, Entrepreneurship, Coaching, Social Media, Corporate Communications, Marketing, Volunteer Management, Event Management, Business Planning, Budgets, Management, Project Management, Social Networking, Community Outreach, Small Business, Grant Writing, Organizational..., Series 7, Training, Editing, Marketing Communications, Program Management, Team Building
Education
Quinnipiac University 1980 — 1985
Bachelor of Science (B.S.), Human Resources Management and Services
Paramus Catholic 1976 — 1980
Daniel Raber's Morgan Stanley Experience December 2012 - April 2013
Job Senior Risk Associate at PWC
Industry Accounting
Experience
PwC December 2014 - Present
KPMG June 2013 - December 2014
Morgan Stanley December 2012 - April 2013
DonePlus Inc. June 2012 - October 2012
MetLife May 2011 - August 2011
Northwestern Mutual 2010 - 2010
Making Ideas Work April 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Social Media, SQL, Risk Analytics, Data Management, Quantitative Analytics, Market Data, Microsoft Office, Ruby on Rails, Performance Metrics, Access, S&P, Operational Risk..., Manage Client..., Operational Excellence, Bloomberg, Market Analysis, client-on-boarding, Social Media Marketing, Marketing Strategy, Portals, Life & Health Insurance..., Online Social Networking, Insite, Outlook, Sales Presentations, Social Media Measurement, Finance, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Economics
Pascack Hills High School 2004 — 2008
PwC December 2014 - Present
KPMG June 2013 - December 2014
Morgan Stanley December 2012 - April 2013
DonePlus Inc. June 2012 - October 2012
MetLife May 2011 - August 2011
Northwestern Mutual 2010 - 2010
Making Ideas Work April 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Social Media, SQL, Risk Analytics, Data Management, Quantitative Analytics, Market Data, Microsoft Office, Ruby on Rails, Performance Metrics, Access, S&P, Operational Risk..., Manage Client..., Operational Excellence, Bloomberg, Market Analysis, client-on-boarding, Social Media Marketing, Marketing Strategy, Portals, Life & Health Insurance..., Online Social Networking, Insite, Outlook, Sales Presentations, Social Media Measurement, Finance, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Economics
Pascack Hills High School 2004 — 2008
Amit Singh Baghel's Morgan Stanley Experience May 2014 - Present
Job Senior System Administrator at Tata Consultancy Services
Industry Information Technology and Services
Experience
Morgan Stanley May 2014 - Present
Tata Consultancy Services March 2010 - Present
Fifth Third Bank January 2013 - April 2014
Morgan Stanley March 2010 - December 2012
PT Education August 2009 - February 2010
Skills
IIS, WebSphere Application..., Windows Server, Unix, Linux, Bladelogic Automation..., ITIL Process..., BMC Remedy, Quality Center, Splunk, Fiddler, HP Quality Center, HP Service Manager, WebSphere MQ, IBM HTTP Server, Siteminder, Lean Management, Service Now, ESM Smart Alerting..., WebInfra, SiteScope, DB2, AIX, PL/SQL, IBM Licence Metric Tool, Keynote, Wiki JSP, WatchTower, Requirements Analysis, SDLC, Oracle, Team Management, Performance Tuning, SQL, Java
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2005 — 2009
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Delhi Public School 1999 — 2005
Mathematics
DAV Public School
Junior School
Morgan Stanley May 2014 - Present
Tata Consultancy Services March 2010 - Present
Fifth Third Bank January 2013 - April 2014
Morgan Stanley March 2010 - December 2012
PT Education August 2009 - February 2010
Skills
IIS, WebSphere Application..., Windows Server, Unix, Linux, Bladelogic Automation..., ITIL Process..., BMC Remedy, Quality Center, Splunk, Fiddler, HP Quality Center, HP Service Manager, WebSphere MQ, IBM HTTP Server, Siteminder, Lean Management, Service Now, ESM Smart Alerting..., WebInfra, SiteScope, DB2, AIX, PL/SQL, IBM Licence Metric Tool, Keynote, Wiki JSP, WatchTower, Requirements Analysis, SDLC, Oracle, Team Management, Performance Tuning, SQL, Java
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2005 — 2009
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Delhi Public School 1999 — 2005
Mathematics
DAV Public School
Junior School
Joseph Mancini's Morgan Stanley Experience July 2003 - August 2009
Job Math Teacher
Industry Primary/Secondary Education
Experience
KIPP NYC July 2015 - Present
Baychester Middle School June 2012 - June 2015
RBC Capital Markets May 2010 - April 2012
Morgan Stanley July 2003 - August 2009
Skills
Secondary Education, Mathematics Education, ETFs, Equity Trading, Leadership, Financial Services, FX Options, Financial Markets, Private Equity, Financial Modeling, Investment Banking, Back Office, Equity Valuation, FINRA, Technical Analysis, Equity Derivatives, Market Risk, Structured Finance, Electronic Trading, Corporate Finance, Venture Capital, FX trading, VBA, Risk Management, Trading, Options, Equities, Fixed Income, Securities, Financial Risk, Management
Education
Relay Graduate School of Education 2012 — 2014
Master's in the Art of Teaching - Graduate with Distinction, Secondary Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (BS), Finance, General
KIPP NYC July 2015 - Present
Baychester Middle School June 2012 - June 2015
RBC Capital Markets May 2010 - April 2012
Morgan Stanley July 2003 - August 2009
Skills
Secondary Education, Mathematics Education, ETFs, Equity Trading, Leadership, Financial Services, FX Options, Financial Markets, Private Equity, Financial Modeling, Investment Banking, Back Office, Equity Valuation, FINRA, Technical Analysis, Equity Derivatives, Market Risk, Structured Finance, Electronic Trading, Corporate Finance, Venture Capital, FX trading, VBA, Risk Management, Trading, Options, Equities, Fixed Income, Securities, Financial Risk, Management
Education
Relay Graduate School of Education 2012 — 2014
Master's in the Art of Teaching - Graduate with Distinction, Secondary Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (BS), Finance, General
Thomas Walsh Thomas Walsh's Morgan Stanley Experience July 2004 - August 2008
Job President Rushmore Loan Management
Industry Financial Services
Experience
Rushmore Loan Management Services August 2010 - Present
Roosevelt Management Company 2008 - Present
Morgan Stanley July 2004 - August 2008
Freddie Mac 1998 - 2004
Cendant Asset Services 1992 - 1998
Skills
Mortgage Lending, Mortgage Banking, Real Estate, Mortgage Servicing, Default
Education
Quinnipiac University 1980 — 1984
Rushmore Loan Management Services August 2010 - Present
Roosevelt Management Company 2008 - Present
Morgan Stanley July 2004 - August 2008
Freddie Mac 1998 - 2004
Cendant Asset Services 1992 - 1998
Skills
Mortgage Lending, Mortgage Banking, Real Estate, Mortgage Servicing, Default
Education
Quinnipiac University 1980 — 1984
Shannon Grimsley Shannon Grimsley's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Zwanger-Pesiri Radiology May 2012 - August 2012
Skills
Proficient in Microsoft..., Basic knowledge of..., Series 7, Series 63, Series 52, Fixed Income
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Zwanger-Pesiri Radiology May 2012 - August 2012
Skills
Proficient in Microsoft..., Basic knowledge of..., Series 7, Series 63, Series 52, Fixed Income
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Tiffany Nachefski Tiffany Nachefski's Morgan Stanley Experience February 2007 - February 2013
Job Life Safety and Automated External Defibrillator Specialist
Industry Financial Services
Experience
Morgan Stanley February 2007 - February 2013
Morgan Stanley February 2007 - January 2013
Morgan Stanley March 2003 - February 2007
Compaq International February 2001 - July 2002
RadioShack June 1999 - December 2000
Skills
AED Program Management, American Heart..., Emergency Preparedness..., Emergency Response..., Environmental Awareness, Facilities Management, FEMA Citizen Emergency..., Fleet Management, Life Safety Management, Marketing Communications, Process Development and..., Process Improvement, Project Management, Strategy, Leadership, Security, Customer Service, Management, Training, Sales, Marketing, Cross-functional Team..., Public Speaking, Program Management, Policy, Analysis, Budgets, Business Analysis, Business Development, Contract Management, Change Management, Contract Negotiation, Data Analysis, Disaster Recovery, Emergency Management, Negotiation, Operations Management, Project Planning, Risk Assessment, Risk Management, Strategic Planning, Team Building, Team Leadership, Vendor Management
Education
American Heart Association 2010 — 2010
HeartStart CPR/AED Instructor
Regis University 2005 — 2006
Texas Christian University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley February 2007 - February 2013
Morgan Stanley February 2007 - January 2013
Morgan Stanley March 2003 - February 2007
Compaq International February 2001 - July 2002
RadioShack June 1999 - December 2000
Skills
AED Program Management, American Heart..., Emergency Preparedness..., Emergency Response..., Environmental Awareness, Facilities Management, FEMA Citizen Emergency..., Fleet Management, Life Safety Management, Marketing Communications, Process Development and..., Process Improvement, Project Management, Strategy, Leadership, Security, Customer Service, Management, Training, Sales, Marketing, Cross-functional Team..., Public Speaking, Program Management, Policy, Analysis, Budgets, Business Analysis, Business Development, Contract Management, Change Management, Contract Negotiation, Data Analysis, Disaster Recovery, Emergency Management, Negotiation, Operations Management, Project Planning, Risk Assessment, Risk Management, Strategic Planning, Team Building, Team Leadership, Vendor Management
Education
American Heart Association 2010 — 2010
HeartStart CPR/AED Instructor
Regis University 2005 — 2006
Texas Christian University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Paul Henrique Paul Henrique's Morgan Stanley Experience January 1994 - October 1997
Job DETECTIVE at New York City Police Department
Industry Law Enforcement
Experience
New York City Police Department October 1997 - Present
Morgan Stanley January 1994 - October 1997
Skills
Homicide Investigations, Interrogation, Counterterrorism, Homeland Security, Patrol, Public Safety, Criminal Investigations, Surveillance, Police, Corporate Security, Investigation, Police Training, Internal Investigations, Crime Prevention, Workplace Violence, Security Operations, Firearms, Criminal Justice, Enforcement, Physical Security, Evidence, Dignitary Protection, Background Checks, Executive Protection, Fraud, Investigative Reporting, Law Enforcement, Private Investigations, Protection, Security Training
Education
College Of Staten Island CUNY 1987 — 1991
BA, Political Science
Quinnipiac University School of Law
New York City Police Department October 1997 - Present
Morgan Stanley January 1994 - October 1997
Skills
Homicide Investigations, Interrogation, Counterterrorism, Homeland Security, Patrol, Public Safety, Criminal Investigations, Surveillance, Police, Corporate Security, Investigation, Police Training, Internal Investigations, Crime Prevention, Workplace Violence, Security Operations, Firearms, Criminal Justice, Enforcement, Physical Security, Evidence, Dignitary Protection, Background Checks, Executive Protection, Fraud, Investigative Reporting, Law Enforcement, Private Investigations, Protection, Security Training
Education
College Of Staten Island CUNY 1987 — 1991
BA, Political Science
Quinnipiac University School of Law
David Losinno's Morgan Stanley Experience November 2014 - Present
Job Internal Audit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Arrow Electronics April 2013 - October 2014
Deloitte September 2011 - February 2013
UnitedHealth Group June 2010 - August 2010
Skills
Accounting, Microsoft Excel
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Accounting
Morgan Stanley November 2014 - Present
Arrow Electronics April 2013 - October 2014
Deloitte September 2011 - February 2013
UnitedHealth Group June 2010 - August 2010
Skills
Accounting, Microsoft Excel
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Accounting
Jim Tousignant Jim Tousignant's Morgan Stanley Experience 2000 - 2002
Job Founder and CEO FinTech Studios
Industry Financial Services
Experience
iUbble May 2015 - Present
Social Smart Software, LLC. December 2014 - Present
FinTech Studios 2014 - Present
Scivantage September 2013 - December 2014
PositiveTALK 2010 - 2013
Ultimate Escapes 2004 - 2010
Thomson Financial 2002 - 2004
Morgan Stanley 2000 - 2002
Multex 1993 - 2000
ADP Brokerage Information Services 1989 - 1993
Skills
Business Strategy, Financial Markets, Entrepreneur, Start-ups, Business Development, Marketing, Sales, Capital Allocation, Venture Capital, New Business Development, Executive Management, Strategic Partnerships, Strategic Planning, Corporate Development, Private Equity, Product Management, Marketing Strategy, Capital Markets, Entrepreneurship, E-commerce, Strategy, Investments, Leadership, Management, Team Building, Social Media, Contract Negotiation, CRM, Investment Banking, Product Development, Sales Management, Social Networking, Business Planning, Competitive Analysis, Financial Services, IPO, Team Management, Finance, Real Estate, CEOs, Online Marketing, Joint Ventures, Enterprise Software, Mobile Devices, Selling, SaaS, Account Management, Integrated Marketing, Lead Generation
Education
Rensselaer Polytechnic Institute 1978 — 1982
Management
iUbble May 2015 - Present
Social Smart Software, LLC. December 2014 - Present
FinTech Studios 2014 - Present
Scivantage September 2013 - December 2014
PositiveTALK 2010 - 2013
Ultimate Escapes 2004 - 2010
Thomson Financial 2002 - 2004
Morgan Stanley 2000 - 2002
Multex 1993 - 2000
ADP Brokerage Information Services 1989 - 1993
Skills
Business Strategy, Financial Markets, Entrepreneur, Start-ups, Business Development, Marketing, Sales, Capital Allocation, Venture Capital, New Business Development, Executive Management, Strategic Partnerships, Strategic Planning, Corporate Development, Private Equity, Product Management, Marketing Strategy, Capital Markets, Entrepreneurship, E-commerce, Strategy, Investments, Leadership, Management, Team Building, Social Media, Contract Negotiation, CRM, Investment Banking, Product Development, Sales Management, Social Networking, Business Planning, Competitive Analysis, Financial Services, IPO, Team Management, Finance, Real Estate, CEOs, Online Marketing, Joint Ventures, Enterprise Software, Mobile Devices, Selling, SaaS, Account Management, Integrated Marketing, Lead Generation
Education
Rensselaer Polytechnic Institute 1978 — 1982
Management
Cory Christiana's Morgan Stanley Experience April 2004 - February 2010
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments February 2010 - Present
Van Kampen February 2006 - February 2010
Morgan Stanley April 2004 - February 2010
Morgan Stanley April 2004 - February 2006
Education
Ramapo College of New Jersey 2000 — 2003
Finance
Rowan University 1997 — 2000
Russell Investments February 2010 - Present
Van Kampen February 2006 - February 2010
Morgan Stanley April 2004 - February 2010
Morgan Stanley April 2004 - February 2006
Education
Ramapo College of New Jersey 2000 — 2003
Finance
Rowan University 1997 — 2000
Doug Hoch Doug Hoch's Morgan Stanley Experience July 2015 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2015 - Present
Bank of America July 2014 - July 2015
Bank of America April 2013 - July 2014
Federal Reserve Bank of New York July 2009 - April 2013
Microsoft August 2000 - May 2009
Microsoft August 2000 - June 2004
Skills
CCAR, Stress Testing, Market Risk, Risk Management, Analysis, Investments, Corporate Finance, Treasury, Financial Risk, Banking, Financial Markets, Treasury Management, Capital Markets, Reporting & Analysis, Fixed Income, Derivatives, Bloomberg, Equities, Financial Modeling
Education
University of Washington, Michael G. Foster School of Business 1996 — 1998
MBA
University of Wisconsin-Madison 1990 — 1996
PhD
Rensselaer Polytechnic Institute 1986 — 1990
BS
Brooklyn Technical High School 1982 — 1986
Morgan Stanley July 2015 - Present
Bank of America July 2014 - July 2015
Bank of America April 2013 - July 2014
Federal Reserve Bank of New York July 2009 - April 2013
Microsoft August 2000 - May 2009
Microsoft August 2000 - June 2004
Skills
CCAR, Stress Testing, Market Risk, Risk Management, Analysis, Investments, Corporate Finance, Treasury, Financial Risk, Banking, Financial Markets, Treasury Management, Capital Markets, Reporting & Analysis, Fixed Income, Derivatives, Bloomberg, Equities, Financial Modeling
Education
University of Washington, Michael G. Foster School of Business 1996 — 1998
MBA
University of Wisconsin-Madison 1990 — 1996
PhD
Rensselaer Polytechnic Institute 1986 — 1990
BS
Brooklyn Technical High School 1982 — 1986
Peter N Alduino Peter N Alduino's Morgan Stanley Experience July 2002 - April 2006
Job Independent Computer Software Professional
Industry Computer Software
Experience
Alduino Consulting Services Inc. 1989 - Present
Town of Yorktown (NY) Conservation Board 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - November 2006
Morgan Stanley July 2002 - April 2006
Morgan Stanley Dean Witter & Company May 1997 - April 2001
Deutsche Morgan Grenfell Inc. December 1995 - April 1997
Smith Barney Inc. July 1995 - November 1995
Phibro Division of Salomon Inc. February 1995 - June 1995
Goldman Sachs & Company August 1993 - January 1995
Morgan Stanley & Company July 1992 - July 1993
Skills
Unix, Oracle, Perl, XML, Databases, Start-ups, Program Management, Java, Web Services, Business Analysis, Management, Integration, Enterprise Software, Distributed Systems
Education
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
University of Florida
B.S. Engineering, Computer and Information Sciences
Alduino Consulting Services Inc. 1989 - Present
Town of Yorktown (NY) Conservation Board 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - November 2006
Morgan Stanley July 2002 - April 2006
Morgan Stanley Dean Witter & Company May 1997 - April 2001
Deutsche Morgan Grenfell Inc. December 1995 - April 1997
Smith Barney Inc. July 1995 - November 1995
Phibro Division of Salomon Inc. February 1995 - June 1995
Goldman Sachs & Company August 1993 - January 1995
Morgan Stanley & Company July 1992 - July 1993
Skills
Unix, Oracle, Perl, XML, Databases, Start-ups, Program Management, Java, Web Services, Business Analysis, Management, Integration, Enterprise Software, Distributed Systems
Education
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
University of Florida
B.S. Engineering, Computer and Information Sciences
Michele Berardo Michele Berardo's Morgan Stanley Experience June 1995 - December 1995
Job Administrative Manager at SROcalendar
Industry Financial Services
Experience
SROcalendar January 2014 - Present
Plymouth Notch November 2013 - Present
Navigate Advisors November 2007 - November 2013
UBS Investment Bank March 2004 - November 2007
UBS Investment Bank April 2001 - March 2004
Modem Media February 2000 - February 2001
Price Waterhouse December 1995 - February 2000
Morgan Stanley June 1995 - December 1995
Xerox September 1992 - June 1995
Skills
Bloomberg, Equities, Capital Markets, Investment Banking, Securities, Fixed Income, Equity Derivatives, Middle Office, Series 7, Hedge Funds, Electronic Trading, Derivatives
Education
Quinnipiac University 1988 — 1992
BA
SROcalendar January 2014 - Present
Plymouth Notch November 2013 - Present
Navigate Advisors November 2007 - November 2013
UBS Investment Bank March 2004 - November 2007
UBS Investment Bank April 2001 - March 2004
Modem Media February 2000 - February 2001
Price Waterhouse December 1995 - February 2000
Morgan Stanley June 1995 - December 1995
Xerox September 1992 - June 1995
Skills
Bloomberg, Equities, Capital Markets, Investment Banking, Securities, Fixed Income, Equity Derivatives, Middle Office, Series 7, Hedge Funds, Electronic Trading, Derivatives
Education
Quinnipiac University 1988 — 1992
BA
Ilyssa Gussin Ilyssa Gussin's Morgan Stanley Experience December 2012 - August 2013
Job Certified Paralegal
Industry Legal Services
Experience
Moskowitz Law Group, LLC August 2013 - Present
Morgan Stanley December 2012 - August 2013
Biggie's Clam Bar April 2010 - August 2013
Pearson North America May 2013 - July 2013
Kukin & Bieg, P.C. January 2012 - July 2012
Skills
Highly detail oriented, Teamwork, Customer Service, Time Management, Team Leadership, Dedicated Professional, Communication, Legal Research, Mac, Microsoft Office, Outlook, Lexis, Westlaw, SAP, Access, Legal Writing, Timeslips, Google Chrome, Administrative..., File Management, Legal Documents, Filing, Telephone Skills, Estate Planning, Calendaring, PowerPoint, Microsoft Word, Critical Thinking, Adobe Acrobat, Confidentiality, Legal Assistance, Team-oriented, Research, Document Review, Travel Arrangements, Close Attention to..., Client Relations Skills, Human Resources, Editing, Microsoft Excel, Data Entry, LexisNexis
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Law and Society
Ramapo College of New Jersey 2008 — 2012
Paralegal Certificate, Law and Society
Moskowitz Law Group, LLC August 2013 - Present
Morgan Stanley December 2012 - August 2013
Biggie's Clam Bar April 2010 - August 2013
Pearson North America May 2013 - July 2013
Kukin & Bieg, P.C. January 2012 - July 2012
Skills
Highly detail oriented, Teamwork, Customer Service, Time Management, Team Leadership, Dedicated Professional, Communication, Legal Research, Mac, Microsoft Office, Outlook, Lexis, Westlaw, SAP, Access, Legal Writing, Timeslips, Google Chrome, Administrative..., File Management, Legal Documents, Filing, Telephone Skills, Estate Planning, Calendaring, PowerPoint, Microsoft Word, Critical Thinking, Adobe Acrobat, Confidentiality, Legal Assistance, Team-oriented, Research, Document Review, Travel Arrangements, Close Attention to..., Client Relations Skills, Human Resources, Editing, Microsoft Excel, Data Entry, LexisNexis
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Law and Society
Ramapo College of New Jersey 2008 — 2012
Paralegal Certificate, Law and Society
Michele Monteiro's Morgan Stanley Experience July 2014 - May 2015
Job Sales Coordinator at Briggs, Inc.
Industry Events Services
Experience
Briggs Inc May 2015 - Present
Morgan Stanley July 2014 - May 2015
Stella McCartney December 2013 - January 2014
USTA June 2013 - January 2014
Clear Channel Radio January 2012 - May 2012
Skills
Social Media, Marketing, Facebook, Public Relations, Event Planning, Microsoft Office, Fundraising, Time Management, Microsoft Word, Press Releases, Social Networking, Social Media Marketing, Media Relations, Event Management, PowerPoint, Instagram
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (BA), Public Relations, Senior
Briggs Inc May 2015 - Present
Morgan Stanley July 2014 - May 2015
Stella McCartney December 2013 - January 2014
USTA June 2013 - January 2014
Clear Channel Radio January 2012 - May 2012
Skills
Social Media, Marketing, Facebook, Public Relations, Event Planning, Microsoft Office, Fundraising, Time Management, Microsoft Word, Press Releases, Social Networking, Social Media Marketing, Media Relations, Event Management, PowerPoint, Instagram
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (BA), Public Relations, Senior
Harrison Fischberg Harrison Fischberg's Morgan Stanley Experience July 2011 - September 2011
Job Operations Specialist at Rapt Media
Industry Computer Software
Experience
Rapt Media February 2015 - Present
Mimetic Markets December 2014 - Present
Johnson & Johnson January 2014 - July 2014
Morgan Stanley July 2011 - September 2011
Algorithmic Capital Markets June 2010 - November 2010
Skills
Public Policy, Microsoft Office, Sales, Social Media Marketing, Lightspeed Trading..., Equity Trading, Nonprofits, Policy Analysis, Social Media, Fundraising, Event Planning, Public Relations, Research, Strategy, Management, Leadership, Social Networking, Customer Service, Marketing, Marketing Strategy
Education
Rutgers University 2012 — 2014
Information Technology and Informatics, Focus on Social Informatics, Project Management and E-commerce, 3.7 GPA
Raritan Valley Community College 2008 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Rapt Media February 2015 - Present
Mimetic Markets December 2014 - Present
Johnson & Johnson January 2014 - July 2014
Morgan Stanley July 2011 - September 2011
Algorithmic Capital Markets June 2010 - November 2010
Skills
Public Policy, Microsoft Office, Sales, Social Media Marketing, Lightspeed Trading..., Equity Trading, Nonprofits, Policy Analysis, Social Media, Fundraising, Event Planning, Public Relations, Research, Strategy, Management, Leadership, Social Networking, Customer Service, Marketing, Marketing Strategy
Education
Rutgers University 2012 — 2014
Information Technology and Informatics, Focus on Social Informatics, Project Management and E-commerce, 3.7 GPA
Raritan Valley Community College 2008 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Robert Recine's Morgan Stanley Experience October 2014 - January 2015
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2015 - Present
Morgan Stanley October 2014 - January 2015
Wright Investors' Service May 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Teamwork, Outlook, Access, Time Management, Facebook, Social Media, Customer Service, Leadership, Social Networking, SPSS, Research, Public Speaking, Event Planning, Team Leadership, Data Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Guggenheim Partners July 2015 - Present
Morgan Stanley October 2014 - January 2015
Wright Investors' Service May 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Teamwork, Outlook, Access, Time Management, Facebook, Social Media, Customer Service, Leadership, Social Networking, SPSS, Research, Public Speaking, Event Planning, Team Leadership, Data Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Colleen Maldonado's Morgan Stanley Experience May 2010 - June 2011
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - February 2015
Morgan Stanley May 2010 - June 2011
MassMutual Financial Group January 2007 - March 2010
Davis Advisors October 2004 - December 2006
United States Air Force August 2001 - June 2004
WorldCom February 1999 - June 2001
Skills
Program Management, Leadership, Mutual Funds, Series 7, Financial Planning, Investments, Sales, Strategic Planning, Process Improvement, Financial Services, Financial Analysis, Equities, Retirement Planning, Analysis, Series 31, Series 63, Series 66, CRPC, CMFC
Education
Regis University 2000 — 2001
Master of Business Administration (MBA), International Relations and Affairs
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Arts, Communication, General
Fidelity Investments July 2011 - February 2015
Morgan Stanley May 2010 - June 2011
MassMutual Financial Group January 2007 - March 2010
Davis Advisors October 2004 - December 2006
United States Air Force August 2001 - June 2004
WorldCom February 1999 - June 2001
Skills
Program Management, Leadership, Mutual Funds, Series 7, Financial Planning, Investments, Sales, Strategic Planning, Process Improvement, Financial Services, Financial Analysis, Equities, Retirement Planning, Analysis, Series 31, Series 63, Series 66, CRPC, CMFC
Education
Regis University 2000 — 2001
Master of Business Administration (MBA), International Relations and Affairs
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Arts, Communication, General
Haibo Huang, PhD., CFA Haibo Huang, PhD., CFA's Morgan Stanley Experience June 2013 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2013 - Present
Capital One February 2012 - June 2013
Capital One June 2011 - June 2013
Capital One September 2010 - February 2012
Property & Portfolio Research, Inc. October 2007 - September 2010
Property & Portfolio Research May 2005 - October 2007
University of Texas at Austin September 1999 - May 2005
Bank of China, Head Office, Beijing July 1900 - July 1999
Skills
Quantitative Analytics, SAS, Econometrics, Credit Risk, Risk Management, Portfolio Management, Statistics, Banking, Stata, Investments, Finance, Credit, Financial Modeling, Analytics, Stress Testing, Financial Risk
Education
The University of Texas at Austin 1999 — 2005
Ph.D., Economics
The University of Texas at Austin 1999 — 2001
M.S., Economics
Changsha No. 1 High School
Tsinghua Experimental Class
Renmin University of China
B.A., Economics/International Accounting
Morgan Stanley June 2013 - Present
Capital One February 2012 - June 2013
Capital One June 2011 - June 2013
Capital One September 2010 - February 2012
Property & Portfolio Research, Inc. October 2007 - September 2010
Property & Portfolio Research May 2005 - October 2007
University of Texas at Austin September 1999 - May 2005
Bank of China, Head Office, Beijing July 1900 - July 1999
Skills
Quantitative Analytics, SAS, Econometrics, Credit Risk, Risk Management, Portfolio Management, Statistics, Banking, Stata, Investments, Finance, Credit, Financial Modeling, Analytics, Stress Testing, Financial Risk
Education
The University of Texas at Austin 1999 — 2005
Ph.D., Economics
The University of Texas at Austin 1999 — 2001
M.S., Economics
Changsha No. 1 High School
Tsinghua Experimental Class
Renmin University of China
B.A., Economics/International Accounting
Charles Powers Charles Powers's Morgan Stanley Experience 2002 - 2003
Job Vice President, Commercial Lending at Farmers Bank, VA
Industry Banking
Experience
Farmers Bank Virginia March 2015 - Present
Bank of Hampton Roads May 2007 - March 2015
Adams Outdoor Advertising 2006 - 2007
Daily Press 2003 - 2006
Morgan Stanley 2002 - 2003
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Loans, Consumer Lending, Commercial Banking, New Business Development, Small Business, Sales Management, Asset Based Lending, Finance, Financial Analysis, Relationship Management, Lines Of Credit, Mortgage Lending
Education
Radford University - College of Business and Economics 1996 — 2000
B.S., Economics
Western Branch High School 1993 — 1996
Farmers Bank Virginia March 2015 - Present
Bank of Hampton Roads May 2007 - March 2015
Adams Outdoor Advertising 2006 - 2007
Daily Press 2003 - 2006
Morgan Stanley 2002 - 2003
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Loans, Consumer Lending, Commercial Banking, New Business Development, Small Business, Sales Management, Asset Based Lending, Finance, Financial Analysis, Relationship Management, Lines Of Credit, Mortgage Lending
Education
Radford University - College of Business and Economics 1996 — 2000
B.S., Economics
Western Branch High School 1993 — 1996
Renee Archoleka Renee Archoleka's Morgan Stanley Experience February 1999 - December 2004
Job MBA, PMP, Business Analyst
Industry Insurance
Experience
Prudential Insurance December 2004 - Present
Morgan Stanley February 1999 - December 2004
Merrill Lynch March 1996 - January 1999
Skills
Business Analysis, Usability Testing, Requirements Gathering, Business Requirements, Customer Service, Volunteer Coordination, Operations Management, Databases, Database Administration, Data Analysis, Troubleshooting, Management, Project Management, Quality Assurance, SDLC, Visio, Volunteer Management
Education
Regis University 2007 — 2009
MBA, Business Administration
Thomas Edison State College 1998 — 2001
Liberal Arts, Computer Science
Prudential Insurance December 2004 - Present
Morgan Stanley February 1999 - December 2004
Merrill Lynch March 1996 - January 1999
Skills
Business Analysis, Usability Testing, Requirements Gathering, Business Requirements, Customer Service, Volunteer Coordination, Operations Management, Databases, Database Administration, Data Analysis, Troubleshooting, Management, Project Management, Quality Assurance, SDLC, Visio, Volunteer Management
Education
Regis University 2007 — 2009
MBA, Business Administration
Thomas Edison State College 1998 — 2001
Liberal Arts, Computer Science
Eric O'Donnell Eric O'Donnell's Morgan Stanley Experience 1999 - 2001
Job Sr. Director, Product Mgmt & Investment Services at ADP
Industry Financial Services
Experience
ADP February 2011 - Present
ADP Retirement Services April 2007 - January 2011
Prudential Financial 2000 - 2007
Morgan Stanley 1999 - 2001
Skills
Product Planning, Product Strategy, Mutual Funds, Morningstar, Certified Investment..., Investment Policy..., Investments, 401k, Product Management, Project Management, Retirement, Financial Services, Employee Benefits, Relationship Management, Defined Contribution, Strategy, Product Marketing, Management, Leadership
Education
Ramapo College of New Jersey 1990 — 1996
BS, Economics
ADP February 2011 - Present
ADP Retirement Services April 2007 - January 2011
Prudential Financial 2000 - 2007
Morgan Stanley 1999 - 2001
Skills
Product Planning, Product Strategy, Mutual Funds, Morningstar, Certified Investment..., Investment Policy..., Investments, 401k, Product Management, Project Management, Retirement, Financial Services, Employee Benefits, Relationship Management, Defined Contribution, Strategy, Product Marketing, Management, Leadership
Education
Ramapo College of New Jersey 1990 — 1996
BS, Economics
Jason Bialek 540.915.8441 Jason Bialek 540.915.8441's Morgan Stanley Experience January 1998 - December 2001
Job Senior Mortgage Banker (Atlantic Bay Mortgage)
Industry Real Estate
Experience
atlantic bay mortgage January 2006 - Present
SunTrust Bank January 2002 - December 2004
Morgan Stanley January 1998 - December 2001
Skills
Negotiating Contracts, Closing Deals, Building Relationships, FHA, VA, Conventional, Investment Properties, USDA, VHDA, Mortgage Marketing, Accounting, Government Loans, Refinance, Contract Negotiation, Mortgage Lending, Loans, Mortgage Banking, Deal Closure, Real Estate Transactions, Sellers, Foreclosures, Financial Services, Loan Origination, Certified Mortgage..., First Time Home Buyers, Investments, Strategic Planning, Investors, Underwriting, Finance, Referrals, Reverse Mortgages, Real Estate, FHA financing, Credit, Short Sales, Credit Analysis, REO, Jumbo Mortgage, Construction Loans, Banking, Residential Mortgages, Home Equity Loans, Commercial Lending, Real Estate Financing, Real Estate Economics, Property, Residential Homes, Condos, Commercial Real Estate
Education
University of Phoenix 2001 — 2003
MBA
Radford University 1995 — 1999
BBA
Cave Spring High School 1992 — 1995
adv studies
atlantic bay mortgage January 2006 - Present
SunTrust Bank January 2002 - December 2004
Morgan Stanley January 1998 - December 2001
Skills
Negotiating Contracts, Closing Deals, Building Relationships, FHA, VA, Conventional, Investment Properties, USDA, VHDA, Mortgage Marketing, Accounting, Government Loans, Refinance, Contract Negotiation, Mortgage Lending, Loans, Mortgage Banking, Deal Closure, Real Estate Transactions, Sellers, Foreclosures, Financial Services, Loan Origination, Certified Mortgage..., First Time Home Buyers, Investments, Strategic Planning, Investors, Underwriting, Finance, Referrals, Reverse Mortgages, Real Estate, FHA financing, Credit, Short Sales, Credit Analysis, REO, Jumbo Mortgage, Construction Loans, Banking, Residential Mortgages, Home Equity Loans, Commercial Lending, Real Estate Financing, Real Estate Economics, Property, Residential Homes, Condos, Commercial Real Estate
Education
University of Phoenix 2001 — 2003
MBA
Radford University 1995 — 1999
BBA
Cave Spring High School 1992 — 1995
adv studies
Robert L. Truitt's Morgan Stanley Experience March 2010 - December 2011
Job Vice President JP Morgan
Industry Banking
Experience
JPMorgan Chase & Co. October 2014 - Present
Citizens Bank December 2011 - October 2014
Morgan Stanley March 2010 - December 2011
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Forecasting, Interest Rate..., Cash Flow, Margin Analysis, Balance Sheet Strategy, Daily PnL, Market Commentary, FAS115, Peer Review, Month End Close, Essbase, SNL Financial, Fixed Income, Market Research, Strategy, Mortgage Lending, Market Risk, Financial Forecasting, Interest Rate Risk..., Capital Markets, Corporate Finance, Valuation, Treasury Management, Retail Banking, Loans, Financial Analysis, Derivatives, Bloomberg, Banking, Finance, Portfolio Management
Education
University of Connecticut 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Ramapo College of New Jersey 2001 — 2005
Bachelor of Arts (B.A.), Economics
Fairleigh Dickinson University-Metropolitan Campus 2000 — 2001
Economics
JPMorgan Chase & Co. October 2014 - Present
Citizens Bank December 2011 - October 2014
Morgan Stanley March 2010 - December 2011
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Forecasting, Interest Rate..., Cash Flow, Margin Analysis, Balance Sheet Strategy, Daily PnL, Market Commentary, FAS115, Peer Review, Month End Close, Essbase, SNL Financial, Fixed Income, Market Research, Strategy, Mortgage Lending, Market Risk, Financial Forecasting, Interest Rate Risk..., Capital Markets, Corporate Finance, Valuation, Treasury Management, Retail Banking, Loans, Financial Analysis, Derivatives, Bloomberg, Banking, Finance, Portfolio Management
Education
University of Connecticut 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Ramapo College of New Jersey 2001 — 2005
Bachelor of Arts (B.A.), Economics
Fairleigh Dickinson University-Metropolitan Campus 2000 — 2001
Economics
Marco Carlacci Marco Carlacci's Morgan Stanley Experience May 2012 - September 2013
Job Key Accounts Associate Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management September 2013 - Present
Morgan Stanley May 2012 - September 2013
HSBC Alternative Fund Services September 2010 - May 2012
Northwestern Mutual Financial Network December 2007 - May 2010
Skills
Investor Relations, AML, Fund Of Funds, Due Diligence, Microsoft Office, Competitive Analysis, CRM, KYC, Client Relationship..., Hedge Funds, Documentation, International Business, Emerging Markets, Client Services, Investment Strategies, Institutional..., Series 7, Series 66, Series 31, Alternative Investments, Equities
Education
Quinnipiac University - School of Business 2006 — 2010
BS, International Business
University of Richmond, Florence 2009 — 2009
International Studies, International Business
Lazard Asset Management September 2013 - Present
Morgan Stanley May 2012 - September 2013
HSBC Alternative Fund Services September 2010 - May 2012
Northwestern Mutual Financial Network December 2007 - May 2010
Skills
Investor Relations, AML, Fund Of Funds, Due Diligence, Microsoft Office, Competitive Analysis, CRM, KYC, Client Relationship..., Hedge Funds, Documentation, International Business, Emerging Markets, Client Services, Investment Strategies, Institutional..., Series 7, Series 66, Series 31, Alternative Investments, Equities
Education
Quinnipiac University - School of Business 2006 — 2010
BS, International Business
University of Richmond, Florence 2009 — 2009
International Studies, International Business
Chase Guo's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Mitsubishi UFJ Financial Group June 2014 - August 2014
Berkeley Capital Projects September 2013 - May 2014
Morgan Stanley May 2013 - July 2013
Skills
Diploma ABRSM in Double..., PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Social Media, Event Planning, Teamwork, Data Analysis, Economics, Customer Service, Leadership, Financial Modeling, Business Strategy
Education
University of Pennsylvania
Candidate for Bachelor of Arts in Economics
University of California, Berkeley
Candidate for Bachelor of Arts in Economics, Bachelor of Science in Business Administration
Yale University 2013 — 2013
Sustainability Studies
Raffles Institution 2004 — 2009
High School, General Paper, Project Work, Physics, Chemistry, Mathematics, Economics, Higher Mathematics, Distinction
Chongfu Primary School
Morgan Stanley June 2015 - August 2015
Mitsubishi UFJ Financial Group June 2014 - August 2014
Berkeley Capital Projects September 2013 - May 2014
Morgan Stanley May 2013 - July 2013
Skills
Diploma ABRSM in Double..., PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Social Media, Event Planning, Teamwork, Data Analysis, Economics, Customer Service, Leadership, Financial Modeling, Business Strategy
Education
University of Pennsylvania
Candidate for Bachelor of Arts in Economics
University of California, Berkeley
Candidate for Bachelor of Arts in Economics, Bachelor of Science in Business Administration
Yale University 2013 — 2013
Sustainability Studies
Raffles Institution 2004 — 2009
High School, General Paper, Project Work, Physics, Chemistry, Mathematics, Economics, Higher Mathematics, Distinction
Chongfu Primary School
Vimash Babaria Vimash Babaria's Morgan Stanley Experience December 2013 - April 2015
Job Investment Officer / Assistant Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Morgan Stanley December 2013 - April 2015
Morgan Stanley August 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - August 2012
UBS Financial Services, Inc June 2010 - June 2011
Oppenheimer & Co., Inc March 2010 - June 2010
Skills
Bloomberg, Wealth Management, Equities, Fixed Income, Investments, Morningstar, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Portfolio Management, Securities, Financial Modeling, Investment Strategies, Series 7, Asset Management, Finance, Capital Markets, Financial Services, Financial Advisory, Leadership, Microsoft Excel
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science Degree (B.S, Finance
Citi April 2015 - Present
Morgan Stanley December 2013 - April 2015
Morgan Stanley August 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - August 2012
UBS Financial Services, Inc June 2010 - June 2011
Oppenheimer & Co., Inc March 2010 - June 2010
Skills
Bloomberg, Wealth Management, Equities, Fixed Income, Investments, Morningstar, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Portfolio Management, Securities, Financial Modeling, Investment Strategies, Series 7, Asset Management, Finance, Capital Markets, Financial Services, Financial Advisory, Leadership, Microsoft Excel
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science Degree (B.S, Finance
Christiana Michael Christiana Michael's Morgan Stanley Experience January 2013 - Present
Job AnalystTrading Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Alpha Chi Omega Fraternity, Inc. December 2011 - December 2012
Quinnipiac University Investment Club September 2011 - December 2012
Morgan Stanley June 2012 - August 2012
MetLife January 2012 - May 2012
Quinnipiac Global Asset Management Education Forum II September 2011 - March 2012
Skills
Languages, Greek, Bloomberg, Customer Service, Coordination, Microsoft Excel, Internet, Leadership, Microsoft Word, Microsoft Office, Organization, Fundraising, Analysis, Capital Markets, Data Analysis, Economics, Emerging Markets, Equities, Finance, Outlook, SPSS, Spanish, Trading, Financial Analysis, Investments, Financial Modeling, Facebook, Capital IQ, Bloomberg Terminal, PowerPoint, Social Networking, Time Management, Series 7, Social Media, Fixed Income
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor in Science, Finance and Economics
Guilderland Central High School 2005 — 2009
High School Diploma
Morgan Stanley January 2013 - Present
Alpha Chi Omega Fraternity, Inc. December 2011 - December 2012
Quinnipiac University Investment Club September 2011 - December 2012
Morgan Stanley June 2012 - August 2012
MetLife January 2012 - May 2012
Quinnipiac Global Asset Management Education Forum II September 2011 - March 2012
Skills
Languages, Greek, Bloomberg, Customer Service, Coordination, Microsoft Excel, Internet, Leadership, Microsoft Word, Microsoft Office, Organization, Fundraising, Analysis, Capital Markets, Data Analysis, Economics, Emerging Markets, Equities, Finance, Outlook, SPSS, Spanish, Trading, Financial Analysis, Investments, Financial Modeling, Facebook, Capital IQ, Bloomberg Terminal, PowerPoint, Social Networking, Time Management, Series 7, Social Media, Fixed Income
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor in Science, Finance and Economics
Guilderland Central High School 2005 — 2009
High School Diploma
Hui (Phoebe) Guo Hui (Phoebe) Guo's Morgan Stanley Experience July 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
FJ Capital Management LLC May 2014 - May 2015
Forebase International Holdings Ltd June 2013 - September 2013
Bank of China February 2013 - April 2013
Skills
Financial Analysis, Valuation, Capital Markets, Financial Modeling, Equity Research, Corporate Finance, Banking, SAS, Bloomberg Terminal, Matlab, Financial Statement..., Market Research, Asset Management
Education
The George Washington University - School of Business 2013 — 2015
Master of Science (MS), Finance, General, 3.72/4.0
Renmin University of China 2013 — 2013
Academic Certificate, Accounting and Finance, 3.9/4.0
University of Toronto 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.54/4.0
The University of Hong Kong 2011 — 2011
Exchange, Business/Commerce, Accounting and Finance
Morgan Stanley July 2015 - Present
FJ Capital Management LLC May 2014 - May 2015
Forebase International Holdings Ltd June 2013 - September 2013
Bank of China February 2013 - April 2013
Skills
Financial Analysis, Valuation, Capital Markets, Financial Modeling, Equity Research, Corporate Finance, Banking, SAS, Bloomberg Terminal, Matlab, Financial Statement..., Market Research, Asset Management
Education
The George Washington University - School of Business 2013 — 2015
Master of Science (MS), Finance, General, 3.72/4.0
Renmin University of China 2013 — 2013
Academic Certificate, Accounting and Finance, 3.9/4.0
University of Toronto 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.54/4.0
The University of Hong Kong 2011 — 2011
Exchange, Business/Commerce, Accounting and Finance
Cindy Caughey Cindy Caughey's Morgan Stanley Experience 2000 - 2002
Job Presentation Design Consultant
Industry Design
Experience
PROJECTED 2004 - Present
Cardinal Health 2002 - 2004
Morgan Stanley 2000 - 2002
Sigma Group 1997 - 2001
Skills
PowerPoint, Word, Microsoft Word, Advertising, Program Management, Photoshop, Illustrator, Web Design, Marketing, Adobe Creative Suite, Social Media, Graphic Design, Adobe Acrobat, Photography, Leadership, Fundraising, Marketing Strategy, Film, Account Management, InDesign
Education
Ramapo College of New Jersey 1994 — 2000
19th Century American Literature
PROJECTED 2004 - Present
Cardinal Health 2002 - 2004
Morgan Stanley 2000 - 2002
Sigma Group 1997 - 2001
Skills
PowerPoint, Word, Microsoft Word, Advertising, Program Management, Photoshop, Illustrator, Web Design, Marketing, Adobe Creative Suite, Social Media, Graphic Design, Adobe Acrobat, Photography, Leadership, Fundraising, Marketing Strategy, Film, Account Management, InDesign
Education
Ramapo College of New Jersey 1994 — 2000
19th Century American Literature
Nathaniel Waldeisen Nathaniel Waldeisen's Morgan Stanley Experience June 2013 - September 2013
Job Investment Banking Analyst
Industry Investment Banking
Experience
True North Capital Partners, LLC June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Morgan Stanley June 2013 - September 2013
Wiley Clothing Company June 2012 - July 2013
Quinnipiac University Polling Institute September 2012 - January 2013
Skills
Research, Microsoft Excel, Microsoft Office, Strategic Planning, English, Negotiation, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Budgets, Bloomberg Terminal, Data Analysis, Analysis
Education
Quinnipiac University 2011 — 2015
Bachelor of Science, Finance, and International Business; Finance
university of westminster 2012 — 2013
International Business and Finance
True North Capital Partners, LLC June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Morgan Stanley June 2013 - September 2013
Wiley Clothing Company June 2012 - July 2013
Quinnipiac University Polling Institute September 2012 - January 2013
Skills
Research, Microsoft Excel, Microsoft Office, Strategic Planning, English, Negotiation, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Budgets, Bloomberg Terminal, Data Analysis, Analysis
Education
Quinnipiac University 2011 — 2015
Bachelor of Science, Finance, and International Business; Finance
university of westminster 2012 — 2013
International Business and Finance
Elisabeth Leslie Bailey Elisabeth Leslie Bailey's Morgan Stanley Experience May 2004 - May 2005
Job Sr. Business Intelligence Engineer at Amazon
Industry Information Technology and Services
Experience
Amazon October 2014 - April 2015
Amazon February 2012 - November 2014
Monster March 2011 - February 2012
Monster Worldwide March 2010 - March 2011
TradeKing.com October 2006 - October 2007
DHL July 2006 - October 2006
Morgan Stanley May 2004 - May 2005
Umpqua Bank May 2003 - April 2004
First Consumers National Bank April 2001 - January 2003
US Bancorp June 2000 - November 2000
Skills
Analytics, SQL, Business Intelligence, Databases, CRM, Data Quality, E-commerce, Web Analytics, SAS, Data Warehousing, Analysis, Online Advertising, Management, Statistical Modeling, Advertising, Database Marketing, Business Analytics, Google Analytics, User Experience, Omniture, Forecasting, Data Mining, SAS programming, Software Development, SEM, Big Data, SAS Certified Base..., Business Analysis, Lead Generation, Agile Methodologies, Data Analysis, SDLC
Education
Reed College 1996 — 2000
Bachelor's Degree, Economics
SAS Institute
Amazon October 2014 - April 2015
Amazon February 2012 - November 2014
Monster March 2011 - February 2012
Monster Worldwide March 2010 - March 2011
TradeKing.com October 2006 - October 2007
DHL July 2006 - October 2006
Morgan Stanley May 2004 - May 2005
Umpqua Bank May 2003 - April 2004
First Consumers National Bank April 2001 - January 2003
US Bancorp June 2000 - November 2000
Skills
Analytics, SQL, Business Intelligence, Databases, CRM, Data Quality, E-commerce, Web Analytics, SAS, Data Warehousing, Analysis, Online Advertising, Management, Statistical Modeling, Advertising, Database Marketing, Business Analytics, Google Analytics, User Experience, Omniture, Forecasting, Data Mining, SAS programming, Software Development, SEM, Big Data, SAS Certified Base..., Business Analysis, Lead Generation, Agile Methodologies, Data Analysis, SDLC
Education
Reed College 1996 — 2000
Bachelor's Degree, Economics
SAS Institute
Russell Muser Russell Muser's Morgan Stanley Experience May 2010 - July 2012
Job Wealth Management Associate at UBS Financial Services The Damante Katz Wealth Management Group
Industry Financial Services
Experience
UBS Financial Services December 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Morgan Stanley May 2010 - July 2012
S May 2005 - May 2010
Skills
Wealth Management, Client Services, Finance, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investments, Securities, Series 65, FINRA, ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Financial Advisory, Investment Management
Education
Quinnipiac University - School of Business 2002 — 2005
Bachelor's Degree, Finance, General, Summa Cum Laude
Skidmore College 2001 — 2002
Undecided
Ramsey High School 1997 — 2001
UBS Financial Services December 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Morgan Stanley May 2010 - July 2012
S May 2005 - May 2010
Skills
Wealth Management, Client Services, Finance, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investments, Securities, Series 65, FINRA, ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Financial Advisory, Investment Management
Education
Quinnipiac University - School of Business 2002 — 2005
Bachelor's Degree, Finance, General, Summa Cum Laude
Skidmore College 2001 — 2002
Undecided
Ramsey High School 1997 — 2001
Gregory Stuart's Morgan Stanley Experience 2007 - 2011
Job Wealth Management Advisor | Investment and Retirement Planning | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management 2011 - Present
Morgan Stanley 2007 - 2011
Skills
Strategic Financial..., Mortgage Lending, Portfolio Management, Loans, Finance, Credit, Financial Services, Wealth Management..., Wealth Management, Financial Planning
Education
Randolph-Macon College
The Bullis School
Merrill Lynch Global Wealth Management 2011 - Present
Morgan Stanley 2007 - 2011
Skills
Strategic Financial..., Mortgage Lending, Portfolio Management, Loans, Finance, Credit, Financial Services, Wealth Management..., Wealth Management, Financial Planning
Education
Randolph-Macon College
The Bullis School
Robert Scarinci Robert Scarinci's Morgan Stanley Experience January 2015 - Present
Job Commodities Operations Associate
Industry Higher Education
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley December 2011 - Present
A&E Television Networks November 2011 - December 2011
Quinnipiac University August 2010 - December 2010
The Apawamis Club May 2010 - August 2010
Skills
Excel, Bloomberg, PowerPoint, Word, Outlook, Italian, Macros, VBA, Microsoft Word
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Finance
Morgan Stanley January 2015 - Present
Morgan Stanley December 2011 - Present
A&E Television Networks November 2011 - December 2011
Quinnipiac University August 2010 - December 2010
The Apawamis Club May 2010 - August 2010
Skills
Excel, Bloomberg, PowerPoint, Word, Outlook, Italian, Macros, VBA, Microsoft Word
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Finance
Christopher Hodgdon's Morgan Stanley Experience September 2008 - January 2012
Job Regional Director at Sage Advisory
Industry Financial Services
Experience
Sage Advisory July 2015 - Present
Virtus Investment Partners December 2012 - April 2015
Morgan Stanley September 2008 - January 2012
Morgan Stanley May 2007 - August 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Ellington High School 2000 — 2004
Sage Advisory July 2015 - Present
Virtus Investment Partners December 2012 - April 2015
Morgan Stanley September 2008 - January 2012
Morgan Stanley May 2007 - August 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Ellington High School 2000 — 2004
Maggie Wertz's Morgan Stanley Experience May 2015 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley June 2013 - Present
McAleer Wealth Management May 2011 - August 2012
Roger Sherman Inn January 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Portfolio Management, Strategic Financial..., Real Estate, Bloomberg, Fixed Income, Economics, Banking, Risk Management, Customer Service, Investments, Equities, Access, Budgets, Financial Reporting
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Finance and minor in Economics
Morgan Stanley May 2015 - Present
Morgan Stanley June 2013 - Present
McAleer Wealth Management May 2011 - August 2012
Roger Sherman Inn January 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Portfolio Management, Strategic Financial..., Real Estate, Bloomberg, Fixed Income, Economics, Banking, Risk Management, Customer Service, Investments, Equities, Access, Budgets, Financial Reporting
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Finance and minor in Economics
Jessica Iorio Jessica Iorio's Morgan Stanley Experience September 2006 - November 2008
Job Business Director, Bapis Group at HighTower
Industry Investment Management
Experience
HighTower November 2008 - Present
Morgan Stanley September 2006 - November 2008
Skills
Wealth Management, Series 7, Alternative Investments, Wealth Management..., Asset Allocation, Hedge Funds, Investment Advisory, Portfolio Management, Mutual Funds, Asset Management, Investments, Investment Strategies, Financial Advisory, Series 63, Separately Managed...
Education
Quinnipiac University - School of Business 2002 — 2006
BS, Finance
HighTower November 2008 - Present
Morgan Stanley September 2006 - November 2008
Skills
Wealth Management, Series 7, Alternative Investments, Wealth Management..., Asset Allocation, Hedge Funds, Investment Advisory, Portfolio Management, Mutual Funds, Asset Management, Investments, Investment Strategies, Financial Advisory, Series 63, Separately Managed...
Education
Quinnipiac University - School of Business 2002 — 2006
BS, Finance
Greg Waters Greg Waters's Morgan Stanley Experience April 2006 - November 2012
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2012 - Present
Morgan Stanley April 2006 - November 2012
Telerate April 2002 - March 2006
Global Crossing December 2000 - April 2002
American Management Systems July 1997 - December 2000
Education
Rensselaer Polytechnic Institute 1993 — 1997
Bachelor of Science, Management Systems
JPMorgan Chase November 2012 - Present
Morgan Stanley April 2006 - November 2012
Telerate April 2002 - March 2006
Global Crossing December 2000 - April 2002
American Management Systems July 1997 - December 2000
Education
Rensselaer Polytechnic Institute 1993 — 1997
Bachelor of Science, Management Systems
Robert Holley Robert Holley's Morgan Stanley Experience September 2013 - Present
Job Director, Equity Capital Markets: Syndicate Desk
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley July 2010 - September 2013
Morgan Stanley January 2010 - July 2010
Morgan Stanley September 2008 - January 2010
Morgan Stanley April 2007 - September 2008
Morgan Stanley January 2005 - April 2007
Skills
Series 99, Equities, Fixed Income, Capital Markets, Securities, Risk Management, Financial Services, Business Analysis, Settlement, Series 63, Equity Capital Markets, Bloomberg Terminal, Middle Office
Education
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Morgan Stanley September 2013 - Present
Morgan Stanley July 2010 - September 2013
Morgan Stanley January 2010 - July 2010
Morgan Stanley September 2008 - January 2010
Morgan Stanley April 2007 - September 2008
Morgan Stanley January 2005 - April 2007
Skills
Series 99, Equities, Fixed Income, Capital Markets, Securities, Risk Management, Financial Services, Business Analysis, Settlement, Series 63, Equity Capital Markets, Bloomberg Terminal, Middle Office
Education
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
David DiMatteo David DiMatteo's Morgan Stanley Experience March 2002 - December 2007
Job Manager at PEF Serives LLC
Industry Financial Services
Experience
PEF Services LLC December 2011 - Present
PEF Services LLC December 2008 - December 2011
Morgan Stanley March 2002 - December 2007
Skills
Private Equity, Due Diligence, Financial Reporting, Financial Analysis, Accounting, Venture Capital, Fund Accounting, Financial Modeling, Analysis, Auditing, Finance, Account Reconciliation, Fund Administration, Financial Accounting, Fund Of Funds
Education
Ramapo College of New Jersey 1997 — 2001
BS, Accounting
West Virginia University 1996 — 1996
PEF Services LLC December 2011 - Present
PEF Services LLC December 2008 - December 2011
Morgan Stanley March 2002 - December 2007
Skills
Private Equity, Due Diligence, Financial Reporting, Financial Analysis, Accounting, Venture Capital, Fund Accounting, Financial Modeling, Analysis, Auditing, Finance, Account Reconciliation, Fund Administration, Financial Accounting, Fund Of Funds
Education
Ramapo College of New Jersey 1997 — 2001
BS, Accounting
West Virginia University 1996 — 1996
Paul Camarco Paul Camarco's Morgan Stanley Experience September 1996 - September 2001
Job Director, Client Services
Industry Information Technology and Services
Experience
Insurance Technologies April 2007 - Present
Morgan Stanley September 1996 - September 2001
Circuit City 1994 - 1996
Skills
Insurance, Business Analysis, Life Insurance, Process Improvement, Fixed Annuities, Analysis, Product Management, Project Management, Quality Assurance, Project Planning, Strategic Planning, Account Management, Business Strategy, Product Development, Requirements Analysis, SaaS, Sales Management, Software Project..., Microsoft Excel, Marketing, Risk Management, CRM, Requirements Gathering, SDLC
Education
Regis University 2002 — 2004
MBA, Accounting and Finance
University of Colorado Denver 2000 — 2002
BA, Accounting and Finance
Insurance Technologies April 2007 - Present
Morgan Stanley September 1996 - September 2001
Circuit City 1994 - 1996
Skills
Insurance, Business Analysis, Life Insurance, Process Improvement, Fixed Annuities, Analysis, Product Management, Project Management, Quality Assurance, Project Planning, Strategic Planning, Account Management, Business Strategy, Product Development, Requirements Analysis, SaaS, Sales Management, Software Project..., Microsoft Excel, Marketing, Risk Management, CRM, Requirements Gathering, SDLC
Education
Regis University 2002 — 2004
MBA, Accounting and Finance
University of Colorado Denver 2000 — 2002
BA, Accounting and Finance
Kash Vyas Kash Vyas's Morgan Stanley Experience 1993 - 1996
Job Senior Director Business Development at Comcast Wholesale
Industry Internet
Experience
Comcast Wholesale October 2014 - Present
Amazon Web Services January 2013 - September 2014
Amazon Web Services April 2011 - September 2014
Kaltura February 2009 - April 2011
Akamai Technologies 2008 - 2008
WebCollage 2006 - 2008
iRail 2000 - 2006
Goldman Sachs 1996 - 2000
Morgan Stanley 1993 - 1996
Skills
New Business Development, Cloud Computing, Amazon Web Services, SaaS, Online Video, Digital Media Sales, Value-based Selling, Business Strategy, Digital Media, Streaming Media, PaaS, Web Video, Content Delivery, IaaS, Technical Product Sales, Public Speaking, Pre-sales, Amazon Web Services..., Business Development, Start-ups, Management, Strategy
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Mechanical Engineering
Comcast Wholesale October 2014 - Present
Amazon Web Services January 2013 - September 2014
Amazon Web Services April 2011 - September 2014
Kaltura February 2009 - April 2011
Akamai Technologies 2008 - 2008
WebCollage 2006 - 2008
iRail 2000 - 2006
Goldman Sachs 1996 - 2000
Morgan Stanley 1993 - 1996
Skills
New Business Development, Cloud Computing, Amazon Web Services, SaaS, Online Video, Digital Media Sales, Value-based Selling, Business Strategy, Digital Media, Streaming Media, PaaS, Web Video, Content Delivery, IaaS, Technical Product Sales, Public Speaking, Pre-sales, Amazon Web Services..., Business Development, Start-ups, Management, Strategy
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Mechanical Engineering
Friederike Paetzold Friederike Paetzold's Morgan Stanley Experience 2000 - 2001
Job Vinimenta | Design re: Wine
Industry Graphic Design
Experience
Vinimenta Design re: Wine 2002 - Present
Morgan Stanley 2000 - 2001
Columbia House 1999 - 2000
Barnes and Noble 1996 - 1999
Ulysses Gallery 1991 - 1992
Peggy Guggenheim Collection 1991 - 1991
Skills
Web Design, Photography, Packaging, Social Media Marketing, Print Collateral Design, Graphic Design, User Experience, Photoshop, Art, Video, Online Advertising, Adobe Creative Suite, Marketing, Art Direction, Creative Direction, Brand Development, Branding & Identity, Fine Art, InDesign, Collateral, Brochures, Graphics, Logo Design, Corporate Identity, Creative Strategy, Corporate Branding
Education
Reed College
BA, Fine/Studio Arts
School of Visual Arts
Graphic design, digital video and motion design
Vinimenta Design re: Wine 2002 - Present
Morgan Stanley 2000 - 2001
Columbia House 1999 - 2000
Barnes and Noble 1996 - 1999
Ulysses Gallery 1991 - 1992
Peggy Guggenheim Collection 1991 - 1991
Skills
Web Design, Photography, Packaging, Social Media Marketing, Print Collateral Design, Graphic Design, User Experience, Photoshop, Art, Video, Online Advertising, Adobe Creative Suite, Marketing, Art Direction, Creative Direction, Brand Development, Branding & Identity, Fine Art, InDesign, Collateral, Brochures, Graphics, Logo Design, Corporate Identity, Creative Strategy, Corporate Branding
Education
Reed College
BA, Fine/Studio Arts
School of Visual Arts
Graphic design, digital video and motion design
Brian Nathanson Brian Nathanson's Morgan Stanley Experience January 2011 - August 2012
Job Manager, Product Marketing at Samsung Electronics
Industry Consumer Electronics
Experience
Samsung Electronics June 2014 - Present
Yale University - School of Management June 2012 - May 2014
Samsung Electronics June 2013 - August 2013
Morgan Stanley January 2011 - August 2012
Morgan Stanley January 2010 - December 2010
Morgan Stanley January 2009 - December 2009
Morgan Stanley March 2008 - December 2008
Morgan Stanley June 2007 - November 2007
New York Mercantile Exchange June 2006 - August 2007
Skills
Sales, Marketing, Leadership, Strategic Planning, Strategy, Private Banking, Product Marketing, Financial Analysis, Data Analysis, Business Strategy
Education
Yale University - Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration
Samsung Electronics June 2014 - Present
Yale University - School of Management June 2012 - May 2014
Samsung Electronics June 2013 - August 2013
Morgan Stanley January 2011 - August 2012
Morgan Stanley January 2010 - December 2010
Morgan Stanley January 2009 - December 2009
Morgan Stanley March 2008 - December 2008
Morgan Stanley June 2007 - November 2007
New York Mercantile Exchange June 2006 - August 2007
Skills
Sales, Marketing, Leadership, Strategic Planning, Strategy, Private Banking, Product Marketing, Financial Analysis, Data Analysis, Business Strategy
Education
Yale University - Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration
Philip Baxley Philip Baxley's Morgan Stanley Experience 2001 - 2001
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TD Ameritrade October 2013 - December 2014
WELLS FARGO ADVISORS, LLC September 2010 - September 2013
Bank Of America February 2006 - September 2010
Morgan Stanley 2001 - 2001
Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance
Education
Radford University - College of Business and Economics 1997 — 2001
BBA, Finance, Economics
Gonzaga College High School 1993 — 1997
High School Diploma
TIAA-CREF December 2014 - Present
TD Ameritrade October 2013 - December 2014
WELLS FARGO ADVISORS, LLC September 2010 - September 2013
Bank Of America February 2006 - September 2010
Morgan Stanley 2001 - 2001
Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance
Education
Radford University - College of Business and Economics 1997 — 2001
BBA, Finance, Economics
Gonzaga College High School 1993 — 1997
High School Diploma
Rita Sanyal Rita Sanyal's Morgan Stanley Experience January 2011 - January 2015
Job IT Portfolio Manager at McKinsey & Company
Industry Computer Software
Experience
McKinsey & Company February 2015 - Present
RS Management Consultants, inc January 2010 - Present
Morgan Stanley January 2011 - January 2015
Quest Diagnostics March 2006 - January 2011
Merrill Lynch January 2003 - February 2006
AT&T 1997 - 2003
AIG 1996 - 1997
Skills
Vendor Management, SDLC, ITIL, Business Analysis, Program Management, Telecommunications, Requirements Analysis, Service Delivery, Integration, Solution Architecture, IT Strategy, Business Process, Software Project..., Project Portfolio..., Outsourcing, Software Development, Project Management, Agile Methodologies, Process Improvement, Software Documentation, Information Technology, PMO, Management, Resource Management, Consulting, Testing, CRM
Education
Ranchi University 1987 — 1990
Master of Business Administration (M.B.A.), Finance and Financial Management Services, A
McKinsey & Company February 2015 - Present
RS Management Consultants, inc January 2010 - Present
Morgan Stanley January 2011 - January 2015
Quest Diagnostics March 2006 - January 2011
Merrill Lynch January 2003 - February 2006
AT&T 1997 - 2003
AIG 1996 - 1997
Skills
Vendor Management, SDLC, ITIL, Business Analysis, Program Management, Telecommunications, Requirements Analysis, Service Delivery, Integration, Solution Architecture, IT Strategy, Business Process, Software Project..., Project Portfolio..., Outsourcing, Software Development, Project Management, Agile Methodologies, Process Improvement, Software Documentation, Information Technology, PMO, Management, Resource Management, Consulting, Testing, CRM
Education
Ranchi University 1987 — 1990
Master of Business Administration (M.B.A.), Finance and Financial Management Services, A
Jennie Monroe Jennie Monroe's Morgan Stanley Experience May 2002 - August 2003
Job Director of 401(K) Division of Lang Retirement Partners and Lang,Lang & Co., CPA's
Industry Financial Services
Experience
Lang, Lang & Co. July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Advisors June 2008 - November 2011
Smith Barney September 2004 - June 2008
Morgan Stanley May 2002 - August 2003
JB Hanauer & Co. February 1996 - November 2001
Skills
Investments, Retirement Planning, Wealth Management, Financial Services, Financial Advisory, Direct Sales, Asset Allocation, Wealth, Wealth Management..., Loans, Commercial Lending, 401k, Mutual Funds, Series 7, Finance, Small Business, Qualifying Prospects, Retirement Plan..., Retirement Benefits, Investment Advisory, Series 63, Series 65, Personal Finance, Small Business Lending, Lines Of Credit, Asset Management, Income Protection, Employee Benefits, Trust Services, Investment Banking, Strategic Financial..., Financial Analysis, Business Strategy, Business Analysis, New Business Development, series 66, California life License, Defined Contribution, Capital Markets, Qualified Retirement..., Profit Sharing, 403 b, Sales Management, Operations Management, Organizational..., Relationship Management, Fiduciary, Fiduciary Services, Leadership, Business Development
Education
Ramapo College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Economics
Lang, Lang & Co. July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Advisors June 2008 - November 2011
Smith Barney September 2004 - June 2008
Morgan Stanley May 2002 - August 2003
JB Hanauer & Co. February 1996 - November 2001
Skills
Investments, Retirement Planning, Wealth Management, Financial Services, Financial Advisory, Direct Sales, Asset Allocation, Wealth, Wealth Management..., Loans, Commercial Lending, 401k, Mutual Funds, Series 7, Finance, Small Business, Qualifying Prospects, Retirement Plan..., Retirement Benefits, Investment Advisory, Series 63, Series 65, Personal Finance, Small Business Lending, Lines Of Credit, Asset Management, Income Protection, Employee Benefits, Trust Services, Investment Banking, Strategic Financial..., Financial Analysis, Business Strategy, Business Analysis, New Business Development, series 66, California life License, Defined Contribution, Capital Markets, Qualified Retirement..., Profit Sharing, 403 b, Sales Management, Operations Management, Organizational..., Relationship Management, Fiduciary, Fiduciary Services, Leadership, Business Development
Education
Ramapo College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Economics
John Varriano John Varriano's Morgan Stanley Experience June 2014 - Present
Job Trade Support Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Bank of America May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Port Authority of NY & NJ May 2012 - August 2012
Floyd Hall Enterprises May 2009 - May 2010
Skills
Self Driven, Microsoft Office, Bloomberg, Goal Oriented, Financial Management, Financial Accounting, Microeconomics, Macroeconomics, Business Communications, Travel, Microsoft Excel, Analysis, Management, Teamwork, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Financial Modeling, Investments, Banking, Time Management, Auditing, Data Analysis, Insurance, Accounting, Capital IQ, PowerPoint, Credit, Critical Thinking, Fixed Income, Outlook, Microsoft Word, Leadership, Budgets, Derivatives, Financial Statement..., Process Improvement, Customer Service, Operations Management, Economics, Corporate Finance, Strategic Planning, Public Speaking, FINRA, Facebook, SharePoint, Equity Valuation, Investment Management, DCF
Education
Quinnipiac University - School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
Quinnipiac University - School of Business 2010 — 2014
BS, Financal Management
American Institute for Foreign Study 2012 — 2012
International/Global Studies
Don Boco Prep High School 2007 — 2010
High School/Secondary Diplomas and Certificates
Morgan Stanley June 2014 - Present
Bank of America May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Port Authority of NY & NJ May 2012 - August 2012
Floyd Hall Enterprises May 2009 - May 2010
Skills
Self Driven, Microsoft Office, Bloomberg, Goal Oriented, Financial Management, Financial Accounting, Microeconomics, Macroeconomics, Business Communications, Travel, Microsoft Excel, Analysis, Management, Teamwork, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Financial Modeling, Investments, Banking, Time Management, Auditing, Data Analysis, Insurance, Accounting, Capital IQ, PowerPoint, Credit, Critical Thinking, Fixed Income, Outlook, Microsoft Word, Leadership, Budgets, Derivatives, Financial Statement..., Process Improvement, Customer Service, Operations Management, Economics, Corporate Finance, Strategic Planning, Public Speaking, FINRA, Facebook, SharePoint, Equity Valuation, Investment Management, DCF
Education
Quinnipiac University - School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
Quinnipiac University - School of Business 2010 — 2014
BS, Financal Management
American Institute for Foreign Study 2012 — 2012
International/Global Studies
Don Boco Prep High School 2007 — 2010
High School/Secondary Diplomas and Certificates
Peter Falcone Peter Falcone's Morgan Stanley Experience January 2012 - March 2012
Job Financial Associate at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service December 2013 - Present
Van Duzer Properties LLC January 2014 - Present
Richmond Engine 1 July 2013 - Present
Grafite Capital September 2013 - November 2013
Tishman Speyer July 2013 - August 2013
JR Peters Innovations LLC December 2011 - July 2013
Quinnipiac Global Asset Management Forum August 2011 - April 2013
Quinnipiac University Investment Club October 2010 - April 2013
Morgan Stanley January 2012 - March 2012
Skills
Investments, Microsoft Excel, Leadership, Public Speaking, Bloomberg, Marketing, Management, PowerPoint, Outlook, Valuation, Financial Analysis, Teamwork, Microsoft Word, Microsoft Office, Research, Customer Service, Chinese, Options Strategies, Budgets, Budget Monitoring, Project Management, Project Planning, Forecasting, Logistics, Problem Solving, Close Attention to...
Education
Quinnipiac University 2009 — 2013
Lender School; Bachelor of Science, Business; Finance
Monsignor Farrell High School 2005 — 2009
High School
Moody's Investors Service December 2013 - Present
Van Duzer Properties LLC January 2014 - Present
Richmond Engine 1 July 2013 - Present
Grafite Capital September 2013 - November 2013
Tishman Speyer July 2013 - August 2013
JR Peters Innovations LLC December 2011 - July 2013
Quinnipiac Global Asset Management Forum August 2011 - April 2013
Quinnipiac University Investment Club October 2010 - April 2013
Morgan Stanley January 2012 - March 2012
Skills
Investments, Microsoft Excel, Leadership, Public Speaking, Bloomberg, Marketing, Management, PowerPoint, Outlook, Valuation, Financial Analysis, Teamwork, Microsoft Word, Microsoft Office, Research, Customer Service, Chinese, Options Strategies, Budgets, Budget Monitoring, Project Management, Project Planning, Forecasting, Logistics, Problem Solving, Close Attention to...
Education
Quinnipiac University 2009 — 2013
Lender School; Bachelor of Science, Business; Finance
Monsignor Farrell High School 2005 — 2009
High School
Steve Vesce Steve Vesce's Morgan Stanley Experience October 2012 - December 2012
Job Junior Sugar Trader at Noble Americas
Industry Financial Services
Experience
Noble Americas June 2014 - Present
Noble Americas June 2013 - May 2014
Morgan Stanley October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
American Chemical Society May 2011 - August 2011
United States Marine Corps April 2005 - April 2009
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg Terminal, Microsoft Word, Financial Modeling, Financial Analysis, Outlook, Access, Accounting, Investments
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Accounting
HERSHEY HIGH SCHOOL
MARINE CORPS RECRUIT TRAINING
Noble Americas June 2014 - Present
Noble Americas June 2013 - May 2014
Morgan Stanley October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
American Chemical Society May 2011 - August 2011
United States Marine Corps April 2005 - April 2009
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg Terminal, Microsoft Word, Financial Modeling, Financial Analysis, Outlook, Access, Accounting, Investments
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Accounting
HERSHEY HIGH SCHOOL
MARINE CORPS RECRUIT TRAINING
Art Sedighi's Morgan Stanley Experience October 2012 - December 2014
Job Enterprise Architect at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley October 2012 - December 2014
Bank of America December 2009 - February 2012
Internet.com January 2008 - December 2011
IEEE January 2007 - December 2011
ciozone.com January 2010 - January 2011
SoftModule October 2006 - December 2009
DataSynapse August 2005 - October 2006
TIBCO Software February 2001 - March 2005
Nuspex August 1998 - February 2001
Skills
Grid Computing, High Performance..., Middleware, Caching, Distributed Systems, Messaging, Parallel Computing, Cloud Computing, Parallel Programming, SOA, Scientific Computing, Hadoop, Oracle Coherence, Enterprise Software, Software Development, Linux, Java, Start-ups, Software Engineering, System Architecture, Vendor Management, Strategy, Enterprise Architecture, SaaS, Testing, Product Management, Scalability, Web Services, Security, Solaris
Education
Texas Tech University 2014 — 2018
Doctor of Philosophy (PhD), Industrial Engineering
The Johns Hopkins University
MS, Biotechnology/Bioinformatics
Rensselaer Polytechnic Institute
MS, Computer Science
Rensselaer Polytechnic Institute 1994 — 1998
BS, Electrical Engineering
Morgan Stanley October 2012 - December 2014
Bank of America December 2009 - February 2012
Internet.com January 2008 - December 2011
IEEE January 2007 - December 2011
ciozone.com January 2010 - January 2011
SoftModule October 2006 - December 2009
DataSynapse August 2005 - October 2006
TIBCO Software February 2001 - March 2005
Nuspex August 1998 - February 2001
Skills
Grid Computing, High Performance..., Middleware, Caching, Distributed Systems, Messaging, Parallel Computing, Cloud Computing, Parallel Programming, SOA, Scientific Computing, Hadoop, Oracle Coherence, Enterprise Software, Software Development, Linux, Java, Start-ups, Software Engineering, System Architecture, Vendor Management, Strategy, Enterprise Architecture, SaaS, Testing, Product Management, Scalability, Web Services, Security, Solaris
Education
Texas Tech University 2014 — 2018
Doctor of Philosophy (PhD), Industrial Engineering
The Johns Hopkins University
MS, Biotechnology/Bioinformatics
Rensselaer Polytechnic Institute
MS, Computer Science
Rensselaer Polytechnic Institute 1994 — 1998
BS, Electrical Engineering
Javed Jinnah's Morgan Stanley Experience September 2014 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
KBW 2010 - Present
FBR 2007 - 2010
Skills
Capital Markets, Equities, Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers, Asset Management, Corporate Development, Private Placements, Financial Advisory, Financial Structuring, IPO, Entrepreneurship, Equity Valuation, Insurance, Corporate Finance, Competitive Analysis, Strategy, Due Diligence
Education
Raffles Institution
The George Washington University
University of Michigan
Morgan Stanley September 2014 - Present
KBW 2010 - Present
FBR 2007 - 2010
Skills
Capital Markets, Equities, Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers, Asset Management, Corporate Development, Private Placements, Financial Advisory, Financial Structuring, IPO, Entrepreneurship, Equity Valuation, Insurance, Corporate Finance, Competitive Analysis, Strategy, Due Diligence
Education
Raffles Institution
The George Washington University
University of Michigan
Brandon Goldberg's Morgan Stanley Experience January 2012 - Present
Job Vice President, Securities Lending Technology at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley February 2007 - January 2012
GoldSystems Consulting January 2000 - February 2007
Morgan Stanley June 2006 - August 2006
Scholastic June 2001 - August 2005
Skills
Java, Linux, Python, Hibernate, JavaScript, Software Development, Perl, SOAP, Flex, Sybase, Integration, Spring, SQL, Agile Methodologies, Software Project..., XML, Databases, Architecture, SOA, Distributed Systems, DB2, Business Analysis, Trading Systems, Requirements Analysis, Object Oriented Design, Data Warehousing, Software Engineering, Financial Services, Hedge Funds, Trading, Agile Project Management, Enterprise Software, Reference Data, Scrum, Collateral Management, Prime Brokerage, Swaps, Test Driven Development, AJAX, Web Development, Unix, SDLC, Multithreading
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S, Major - Computer Science, Minor - Information Technology
Morgan Stanley January 2012 - Present
Morgan Stanley February 2007 - January 2012
GoldSystems Consulting January 2000 - February 2007
Morgan Stanley June 2006 - August 2006
Scholastic June 2001 - August 2005
Skills
Java, Linux, Python, Hibernate, JavaScript, Software Development, Perl, SOAP, Flex, Sybase, Integration, Spring, SQL, Agile Methodologies, Software Project..., XML, Databases, Architecture, SOA, Distributed Systems, DB2, Business Analysis, Trading Systems, Requirements Analysis, Object Oriented Design, Data Warehousing, Software Engineering, Financial Services, Hedge Funds, Trading, Agile Project Management, Enterprise Software, Reference Data, Scrum, Collateral Management, Prime Brokerage, Swaps, Test Driven Development, AJAX, Web Development, Unix, SDLC, Multithreading
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S, Major - Computer Science, Minor - Information Technology
Michael Genadri's Morgan Stanley Experience June 2009 - July 2013
Job Risk Management at Millennium
Industry Investment Management
Experience
Millennium Management February 2015 - Present
J.P. Morgan July 2013 - Present
Morgan Stanley June 2009 - July 2013
Deutsche Bank July 2007 - June 2009
IBM August 2006 - July 2007
IBM July 2002 - August 2006
IBM June 2001 - December 2001
Skills
Qlikview, Business Intelligence, Financial Reporting, Cognos, Budget Preparation, Software Development, Change Management, Big Data, QlikView, Budgets, Project Planning, Financial Analysis, CRM, Strategy, Management, Finance, Leadership, Enterprise Software, Databases, Access, Financial Services, Business Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Rensselaer Polytechnic Institute 2004 — 2006
MS, Management
Union College 1998 — 2002
BS, Computer Systems Engineering
Millennium Management February 2015 - Present
J.P. Morgan July 2013 - Present
Morgan Stanley June 2009 - July 2013
Deutsche Bank July 2007 - June 2009
IBM August 2006 - July 2007
IBM July 2002 - August 2006
IBM June 2001 - December 2001
Skills
Qlikview, Business Intelligence, Financial Reporting, Cognos, Budget Preparation, Software Development, Change Management, Big Data, QlikView, Budgets, Project Planning, Financial Analysis, CRM, Strategy, Management, Finance, Leadership, Enterprise Software, Databases, Access, Financial Services, Business Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Rensselaer Polytechnic Institute 2004 — 2006
MS, Management
Union College 1998 — 2002
BS, Computer Systems Engineering
Daniel O'Connor's Morgan Stanley Experience November 2004 - March 2007
Job Learning and Organization Development Leader
Industry Management Consulting
Experience
Acorn Performance Strategies August 2014 - Present
Intuition Publishing Ltd. December 2010 - July 2014
Intuition Publishing Ltd. March 2007 - December 2010
Morgan Stanley November 2004 - March 2007
Acorn Transformation Strategies, Inc. November 1995 - November 2004
Merrill Lynch April 1992 - October 1995
Skills
E-Learning, Pharmaceutical Industry, Entrepreneurship, Leadership, Biotechnology, Strategy, Cross-functional Team..., Change Management, Product Management, Consulting, Management Consulting, Talent Management, Performance Management, Instructional Design, Training & Development
Education
Regis University
Human Resources Management
Acorn Performance Strategies August 2014 - Present
Intuition Publishing Ltd. December 2010 - July 2014
Intuition Publishing Ltd. March 2007 - December 2010
Morgan Stanley November 2004 - March 2007
Acorn Transformation Strategies, Inc. November 1995 - November 2004
Merrill Lynch April 1992 - October 1995
Skills
E-Learning, Pharmaceutical Industry, Entrepreneurship, Leadership, Biotechnology, Strategy, Cross-functional Team..., Change Management, Product Management, Consulting, Management Consulting, Talent Management, Performance Management, Instructional Design, Training & Development
Education
Regis University
Human Resources Management
Jeffrey Nuremburg's Morgan Stanley Experience January 2007 - March 2008
Job IT Engineer and Developer
Industry Financial Services
Experience
Basalt Vela LLC January 2011 - Present
Vogue Capital LLC December 2009 - March 2010
Morgan Stanley January 2007 - March 2008
Morgan Stanley March 2000 - January 2007
Linux-Security.com August 1999 - March 2000
American Museum of Natural History June 1998 - August 1999
Skills
Low Latency, Sybase, Trading Systems, Distributed Systems, Application Architecture, Enterprise Architecture, Perl, Middleware, Sendmail, Microsoft Exchange, LDAP, Subversion, C++, Quickfix, FIX, C#, Open Source, SQL, Linux, Solaris, JavaScript, Unix Shell Scripting, Eclipse, NetBeans, Visual Studio, SMTP, IMAP, XML, SOAP, IIS, Apache, Active Directory, Project Management, System Administration, Architecture, Virtualization, Multithreading, Software Project...
Education
Ramapo College of New Jersey 1995 — 1998
BS, Computer Science
Basalt Vela LLC January 2011 - Present
Vogue Capital LLC December 2009 - March 2010
Morgan Stanley January 2007 - March 2008
Morgan Stanley March 2000 - January 2007
Linux-Security.com August 1999 - March 2000
American Museum of Natural History June 1998 - August 1999
Skills
Low Latency, Sybase, Trading Systems, Distributed Systems, Application Architecture, Enterprise Architecture, Perl, Middleware, Sendmail, Microsoft Exchange, LDAP, Subversion, C++, Quickfix, FIX, C#, Open Source, SQL, Linux, Solaris, JavaScript, Unix Shell Scripting, Eclipse, NetBeans, Visual Studio, SMTP, IMAP, XML, SOAP, IIS, Apache, Active Directory, Project Management, System Administration, Architecture, Virtualization, Multithreading, Software Project...
Education
Ramapo College of New Jersey 1995 — 1998
BS, Computer Science
Steven Sedlak's Morgan Stanley Experience 1998 - 2001
Job Vice President Senior Private Banker at The Private Bank at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2009 - Present
Wachovia Bank 2003 - December 2009
Wachovia Bank 2001 - October 2003
Morgan Stanley 1998 - 2001
Skills
Financial Structuring, Portfolio Management, Series 63, Financial Analysis, Credit Analysis, Commercial Lending, Mutual Funds, Estate Planning, Investment Management, Fixed Income, Insurance, Financial Advisory, High Net Worth..., Securities, Relationship Management, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Uniform Combined State..., Wealth Management..., Financial Services, Financial Planning, Wealth Management, Loans, Investments, Banking, Credit, Series 7
Education
Ramapo College of New Jersey 1995 — 1999
BS, Finance
Wells Fargo November 2009 - Present
Wachovia Bank 2003 - December 2009
Wachovia Bank 2001 - October 2003
Morgan Stanley 1998 - 2001
Skills
Financial Structuring, Portfolio Management, Series 63, Financial Analysis, Credit Analysis, Commercial Lending, Mutual Funds, Estate Planning, Investment Management, Fixed Income, Insurance, Financial Advisory, High Net Worth..., Securities, Relationship Management, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Uniform Combined State..., Wealth Management..., Financial Services, Financial Planning, Wealth Management, Loans, Investments, Banking, Credit, Series 7
Education
Ramapo College of New Jersey 1995 — 1999
BS, Finance
Marc Foster's Morgan Stanley Experience February 2001 - October 2001
Job Sr. Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
SunTrust Bank April 2005 - June 2014
Bank of America March 1994 - March 2005
Morgan Stanley February 2001 - October 2001
Skills
Investments, Asset Allocation, Trusts, Special Needs Trust,..., Wealth Management, Investment Advisory, Trading, Insurance, Wealth Management..., Management, Estate Planning, Asset Management, Securities, Banking, Portfolio Management
Education
Radford University - College of Business and Economics 1990 — 1994
Bachelor of Science (BS), Economics
Radford University 1986 — 1990
BS, Economics
Wells Fargo August 2014 - Present
SunTrust Bank April 2005 - June 2014
Bank of America March 1994 - March 2005
Morgan Stanley February 2001 - October 2001
Skills
Investments, Asset Allocation, Trusts, Special Needs Trust,..., Wealth Management, Investment Advisory, Trading, Insurance, Wealth Management..., Management, Estate Planning, Asset Management, Securities, Banking, Portfolio Management
Education
Radford University - College of Business and Economics 1990 — 1994
Bachelor of Science (BS), Economics
Radford University 1986 — 1990
BS, Economics
Martie Edmunds Zakas's Morgan Stanley Experience 1984 - 1991
Job SVP, Strategy, Corporate Development and Communications
Industry Executive Office
Experience
Atlantic Capital Bank 2011 - Present
Mueller Water Products November 2006 - Present
Russell Corporation September 2001 - August 2006
Equifax 1993 - 2000
Morgan Stanley 1984 - 1991
Education
University of Virginia Darden School of Business 1980 — 1984
MBA, General Management
University of Virginia School of Law 1980 — 1984
JD, Law
Randolph College 1977 — 1980
BA, Mathematics and Economics
Atlantic Capital Bank 2011 - Present
Mueller Water Products November 2006 - Present
Russell Corporation September 2001 - August 2006
Equifax 1993 - 2000
Morgan Stanley 1984 - 1991
Education
University of Virginia Darden School of Business 1980 — 1984
MBA, General Management
University of Virginia School of Law 1980 — 1984
JD, Law
Randolph College 1977 — 1980
BA, Mathematics and Economics
Dave Stellenwerf's Morgan Stanley Experience 1996 - 1997
Job VP, IT Site Lead for 52nd Street at Swiss Re
Industry Information Technology and Services
Experience
Swiss Re October 1999 - Present
Fox-Pitt, Kelton 1999 - 2006
Morgan Stanley 1996 - 1997
Bankers Trust 1995 - 1996
Skills
IT Strategy, Disaster Recovery, Vendor Management, Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, SDLC, Requirements Analysis, Requirements Gathering, Portfolio Management, IT Management, Financial Services, Enterprise Risk..., Business Analysis, Enterprise Architecture, Outsourcing, Project Portfolio..., Financial Risk
Education
Ramapo College of New Jersey 1990 — 1995
Swiss Re October 1999 - Present
Fox-Pitt, Kelton 1999 - 2006
Morgan Stanley 1996 - 1997
Bankers Trust 1995 - 1996
Skills
IT Strategy, Disaster Recovery, Vendor Management, Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, SDLC, Requirements Analysis, Requirements Gathering, Portfolio Management, IT Management, Financial Services, Enterprise Risk..., Business Analysis, Enterprise Architecture, Outsourcing, Project Portfolio..., Financial Risk
Education
Ramapo College of New Jersey 1990 — 1995
Mary Pohli, CFE's Morgan Stanley Experience 2009 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2009 - Present
UBS Investment Bank, Connecticut June 2007 - May 2008
Barclays Capital, New York May 2004 - August 2006
Standard Chartered Bank, New York Office March 2000 - May 2004
Standard Chartered Bank, Miami Branch March 1999 - March 2000
Standard Chartered Bank, Singapore Branch September 1997 - March 1999
Standard Chartered Bank, Singapore Branch March 1995 - September 1997
Standard Chartered Bank, Hong Kong Branch March 1992 - March 1995
Bank of Boston, Hong Kong/Singapore Branches August 1988 - February 1992
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1987
Not completed, 23 of 61 credits towards MBA
Ramapo College of New Jersey 1977 — 1981
BS, Mathematics and Anthropology
Morgan Stanley 2009 - Present
UBS Investment Bank, Connecticut June 2007 - May 2008
Barclays Capital, New York May 2004 - August 2006
Standard Chartered Bank, New York Office March 2000 - May 2004
Standard Chartered Bank, Miami Branch March 1999 - March 2000
Standard Chartered Bank, Singapore Branch September 1997 - March 1999
Standard Chartered Bank, Singapore Branch March 1995 - September 1997
Standard Chartered Bank, Hong Kong Branch March 1992 - March 1995
Bank of Boston, Hong Kong/Singapore Branches August 1988 - February 1992
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1987
Not completed, 23 of 61 credits towards MBA
Ramapo College of New Jersey 1977 — 1981
BS, Mathematics and Anthropology
Bei Saville, CFA, CAIA's Morgan Stanley Experience 2005 - 2009
Job Senior Endowments & Foundations CIO at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation May 2015 - Present
The Leona M. and Harry B. Helmsley Charitable Trust 2010 - May 2015
Pfizer 2009 - May 2010
Morgan Stanley 2005 - 2009
JPMorgan 2004 - 2005
David J Greene 1999 - 2001
Anthem Communications 1999 - 1999
Merrill Lynch 1998 - 1999
China National Real Estate Developement Group Corporation 1994 - 1998
Skills
Financial Modeling, Equity Research, Real Estate, Portfolio Optimization, Business Development, Management, Research, Alternative Investments, Hedge Funds, Asset Managment, Equities, Private Equity
Education
Renmin University of China 1990 — 1994
B.S.
Strome College of Business
MBA
University of the West of England
Northern Trust Corporation May 2015 - Present
The Leona M. and Harry B. Helmsley Charitable Trust 2010 - May 2015
Pfizer 2009 - May 2010
Morgan Stanley 2005 - 2009
JPMorgan 2004 - 2005
David J Greene 1999 - 2001
Anthem Communications 1999 - 1999
Merrill Lynch 1998 - 1999
China National Real Estate Developement Group Corporation 1994 - 1998
Skills
Financial Modeling, Equity Research, Real Estate, Portfolio Optimization, Business Development, Management, Research, Alternative Investments, Hedge Funds, Asset Managment, Equities, Private Equity
Education
Renmin University of China 1990 — 1994
B.S.
Strome College of Business
MBA
University of the West of England
Eugene Oh's Morgan Stanley Experience August 2014 - February 2015
Job Citi
Industry Financial Services
Experience
Citi March 2015 - Present
Morgan Stanley August 2014 - February 2015
JPMorgan Chase December 2013 - August 2014
Skills
Securities Regulation, Due Diligence, Corporate Governance, Mergers & Acquisitions, Finance, Employment-based..., Hedge Funds, Securities, Private Equity, Legal Research, Mergers, Corporate Law, Intellectual Property, AML, Legal Compliance, Venture Capital, Legal Writing, Licensing, IPO, Financial Regulation, Fixed Income, Investment Management, FINRA, KYC, SEC filings, Project Finance, Anti Money Laundering, Capital Markets, Investments, Financial Services, Risk Management
Education
Quinnipiac University School of Law 2000 — 2005
JD, Intellectual Property
University of Michigan 1993 — 1997
BA, English
Fordham Prep 1989 — 1993
Citi March 2015 - Present
Morgan Stanley August 2014 - February 2015
JPMorgan Chase December 2013 - August 2014
Skills
Securities Regulation, Due Diligence, Corporate Governance, Mergers & Acquisitions, Finance, Employment-based..., Hedge Funds, Securities, Private Equity, Legal Research, Mergers, Corporate Law, Intellectual Property, AML, Legal Compliance, Venture Capital, Legal Writing, Licensing, IPO, Financial Regulation, Fixed Income, Investment Management, FINRA, KYC, SEC filings, Project Finance, Anti Money Laundering, Capital Markets, Investments, Financial Services, Risk Management
Education
Quinnipiac University School of Law 2000 — 2005
JD, Intellectual Property
University of Michigan 1993 — 1997
BA, English
Fordham Prep 1989 — 1993
D'Arcy Carr's Morgan Stanley Experience September 2000 - Present
Job Morgan Stanley Research
Industry Financial Services
Experience
Morgan Stanley September 2000 - Present
Bloomberg March 1998 - July 2000
Sanwa Bank March 1991 - October 1992
Skills
Equity Research, Editorial, Supervisory Analyst, Equities, Fixed Income, Bloomberg, Financial Markets, Hedge Funds, Global Program..., Capital Markets, Alternative Investments, Editorial Product..., Investments, Management, Series 63, Series 7, FINRA, Finance, Financial Services, Financial Analysis
Education
Randolph-Macon College 1986 — 1990
B.A., Political Science
Morgan Stanley September 2000 - Present
Bloomberg March 1998 - July 2000
Sanwa Bank March 1991 - October 1992
Skills
Equity Research, Editorial, Supervisory Analyst, Equities, Fixed Income, Bloomberg, Financial Markets, Hedge Funds, Global Program..., Capital Markets, Alternative Investments, Editorial Product..., Investments, Management, Series 63, Series 7, FINRA, Finance, Financial Services, Financial Analysis
Education
Randolph-Macon College 1986 — 1990
B.A., Political Science
Eric Chambers's Morgan Stanley Experience February 2005 - February 2006
Job Accountant at Intercept Pharmaceuticals
Industry Accounting
Experience
Intercept Pharmaceuticals June 2014 - Present
Century 21 Mary Allen Reality September 2010 - December 2011
Lombardo Graphic Consultants, Inc. February 2005 - October 2011
Morgan Stanley February 2005 - February 2006
Skills
Accounting, Account Management, Project Management, Tax Accounting, Tax Preparation, Friendly Personality, Account Reconciliation, Analysis, Auditing, Business Analysis, CRM, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Controls, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Due Diligence, Leadership, Outlook, PowerPoint, Sales, Time Management, Strategic Planning, Small Business
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Accounting
Ramapo College of New Jersey 1991 — 2001
BS Finance & Economics Minor
Ridgewood High School Class of 1991 1987 — 1991
Intercept Pharmaceuticals June 2014 - Present
Century 21 Mary Allen Reality September 2010 - December 2011
Lombardo Graphic Consultants, Inc. February 2005 - October 2011
Morgan Stanley February 2005 - February 2006
Skills
Accounting, Account Management, Project Management, Tax Accounting, Tax Preparation, Friendly Personality, Account Reconciliation, Analysis, Auditing, Business Analysis, CRM, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Controls, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Due Diligence, Leadership, Outlook, PowerPoint, Sales, Time Management, Strategic Planning, Small Business
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Accounting
Ramapo College of New Jersey 1991 — 2001
BS Finance & Economics Minor
Ridgewood High School Class of 1991 1987 — 1991
John Govic's Morgan Stanley Experience November 2003 - March 2004
Job Compliance Surveillance Manager Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
UBS Financial Services Inc. April 2006 - June 2014
MAXIM GROUP LLC May 2004 - April 2006
Morgan Stanley November 2003 - March 2004
Spectrum Capital Partners May 2002 - September 2003
SCHONFELD SECURITIES LLC January 1996 - March 2002
Skills
FINRA, Investment Advisory, Banking, Electronic Trading, Trading Systems, Financial Services, Operational Risk, Derivatives, Uniform Combined State..., Bloomberg, Financial Markets, KYC, Due Diligence, Bonds, Financial Analysis, Finance, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 53, Series 55, Series 63, Series 65, NJ Life Insurance..., NJ Health Insurance...
Education
Ramapo College of New Jersey
Bachelor of Arts, Economics
J.P. Morgan June 2014 - Present
UBS Financial Services Inc. April 2006 - June 2014
MAXIM GROUP LLC May 2004 - April 2006
Morgan Stanley November 2003 - March 2004
Spectrum Capital Partners May 2002 - September 2003
SCHONFELD SECURITIES LLC January 1996 - March 2002
Skills
FINRA, Investment Advisory, Banking, Electronic Trading, Trading Systems, Financial Services, Operational Risk, Derivatives, Uniform Combined State..., Bloomberg, Financial Markets, KYC, Due Diligence, Bonds, Financial Analysis, Finance, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 53, Series 55, Series 63, Series 65, NJ Life Insurance..., NJ Health Insurance...
Education
Ramapo College of New Jersey
Bachelor of Arts, Economics
Becky Cortese's Morgan Stanley Experience January 2014 - Present
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Smith Barney January 1998 - January 2014
Education
Ramapo College of New Jersey 1996 — 1998
B.S., Business Administration/Finance
Morgan Stanley January 2014 - Present
Smith Barney January 1998 - January 2014
Education
Ramapo College of New Jersey 1996 — 1998
B.S., Business Administration/Finance
Abba Tregobov's Morgan Stanley Experience September 2007 - February 2013
Job Senior Programmer Analyst at Johns Hopkins University
Industry Information Technology and Services
Experience
Johns Hopkins University March 2013 - Present
Morgan Stanley September 2007 - February 2013
Compuware 1999 - 2007
University of Manitoba 1995 - 1998
Skills
Perl, Object Oriented Perl, PHP, Sencha, SQL, T-SQL, Sybase Adaptive Server, LDAP, Embarcadero, JavaScript, XML, JSON, MySQL, jQuery, Ext JS, SDLC, Business Intelligence, Sybase, Vendor Management, Database Design, Perl Script, Business Analysis, Requirements Analysis, Program Management
Education
University of Manitoba 1993 — 1997
Engineering, Computer/Electrical
Red River College 1989 — 1991
Associate's degree, Electronic Engineering Technology
Johns Hopkins University March 2013 - Present
Morgan Stanley September 2007 - February 2013
Compuware 1999 - 2007
University of Manitoba 1995 - 1998
Skills
Perl, Object Oriented Perl, PHP, Sencha, SQL, T-SQL, Sybase Adaptive Server, LDAP, Embarcadero, JavaScript, XML, JSON, MySQL, jQuery, Ext JS, SDLC, Business Intelligence, Sybase, Vendor Management, Database Design, Perl Script, Business Analysis, Requirements Analysis, Program Management
Education
University of Manitoba 1993 — 1997
Engineering, Computer/Electrical
Red River College 1989 — 1991
Associate's degree, Electronic Engineering Technology
Angelo Bollella's Morgan Stanley Experience April 2004 - September 2010
Job Informatics Manager
Industry Insurance
Experience
CIGNA Healthcare September 2010 - Present
Morgan Stanley April 2004 - September 2010
Skills
SDLC, Vendor Management, Business Analysis, Data Warehousing, Databases, SQL, Management, Software Development, Business Intelligence, Process Improvement, Microsoft SQL Server, Agile Methodologies, Data Modeling, ETL, Visio, Data Analysis, DB2, Systems Analysis, Analysis, Fixed Income, Data Quality
Education
Quinnipiac University - School of Business 1995 — 1999
BS, Computer Science and Finance
CIGNA Healthcare September 2010 - Present
Morgan Stanley April 2004 - September 2010
Skills
SDLC, Vendor Management, Business Analysis, Data Warehousing, Databases, SQL, Management, Software Development, Business Intelligence, Process Improvement, Microsoft SQL Server, Agile Methodologies, Data Modeling, ETL, Visio, Data Analysis, DB2, Systems Analysis, Analysis, Fixed Income, Data Quality
Education
Quinnipiac University - School of Business 1995 — 1999
BS, Computer Science and Finance
Mark O'Grady's Morgan Stanley Experience 2005 - 2008
Job IT Auditor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
AB January 2012 - April 2015
AllianceBernstein August 2008 - April 2015
Morgan Stanley 2005 - 2008
Ernst & Young 2004 - 2005
Ernst & Young 2003 - 2004
Skills
Finance, Fixed Income, PeopleSoft, Asset Management, Leadership, Auditing, Equities, Investments
Education
Saint Peter's University 2005 — 2007
MBA, Finance
Ramapo College of New Jersey 2001 — 2002
Bachelor of Science (BS), Information Technology
OppenheimerFunds April 2015 - Present
AB January 2012 - April 2015
AllianceBernstein August 2008 - April 2015
Morgan Stanley 2005 - 2008
Ernst & Young 2004 - 2005
Ernst & Young 2003 - 2004
Skills
Finance, Fixed Income, PeopleSoft, Asset Management, Leadership, Auditing, Equities, Investments
Education
Saint Peter's University 2005 — 2007
MBA, Finance
Ramapo College of New Jersey 2001 — 2002
Bachelor of Science (BS), Information Technology
Alex Perico's Morgan Stanley Experience April 2004 - October 2012
Job Financial Services and Strategic Corporate Advisory
Industry Financial Services
Experience
Alper Global Solutions, LLC April 2015 - Present
Oppenheimer & Co. Inc. October 2012 - April 2015
Morgan Stanley April 2004 - October 2012
Salomon Smith Barney - Citigroup September 1997 - April 2004
Skills
Series 7, Wealth Management, Investments, Asset Managment, Strategic Planning, Emerging Markets, Public Speaking, Corporate Finance, Series 65, Marketing Strategy, Series 63, Profit Sharing, Wealth Accumulation, Prime Brokerage, Retirement Planning, Financial Goals, Investment Advisory..., Financial Advisory, Securities, Portfolio Management, Capital Markets, Investment Banking, Wealth Management..., Alternative Investments, Investment Advisory, Financial Analysis, Risk Management, Credit Analysis, Financial Risk, High Net Worth..., Mergers, Institutional..., Cash Management, Private Placements, Hedge Funds, Structured Products, Equity Research, Financial Services, Separately Managed..., Strategic Financial..., Finance, Analysis, Due Diligence, Credit Risk, Wealth Preservation..., Asset Allocation, FINRA, Asset Management
Education
Ramapo College of New Jersey 1995 — 1999
Bachelor's degree, International Economics
Hawthorne H.S. 1991 — 1994
Bachelor's degree, International Economics
Alper Global Solutions, LLC April 2015 - Present
Oppenheimer & Co. Inc. October 2012 - April 2015
Morgan Stanley April 2004 - October 2012
Salomon Smith Barney - Citigroup September 1997 - April 2004
Skills
Series 7, Wealth Management, Investments, Asset Managment, Strategic Planning, Emerging Markets, Public Speaking, Corporate Finance, Series 65, Marketing Strategy, Series 63, Profit Sharing, Wealth Accumulation, Prime Brokerage, Retirement Planning, Financial Goals, Investment Advisory..., Financial Advisory, Securities, Portfolio Management, Capital Markets, Investment Banking, Wealth Management..., Alternative Investments, Investment Advisory, Financial Analysis, Risk Management, Credit Analysis, Financial Risk, High Net Worth..., Mergers, Institutional..., Cash Management, Private Placements, Hedge Funds, Structured Products, Equity Research, Financial Services, Separately Managed..., Strategic Financial..., Finance, Analysis, Due Diligence, Credit Risk, Wealth Preservation..., Asset Allocation, FINRA, Asset Management
Education
Ramapo College of New Jersey 1995 — 1999
Bachelor's degree, International Economics
Hawthorne H.S. 1991 — 1994
Bachelor's degree, International Economics
Stratton, Michael's Morgan Stanley Experience July 2005 - Present
Job Manager Balance Sheet Controllers at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2005 - Present
Education
Quinnipiac University - School of Business 2000 — 2002
Morgan Stanley July 2005 - Present
Education
Quinnipiac University - School of Business 2000 — 2002
Deepak Lal's Morgan Stanley Experience June 1999 - July 2007
Job Vice President at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
JPMorgan Chase April 2012 - July 2013
Citi September 2008 - April 2012
Lehman Brothers July 2007 - July 2008
Morgan Stanley June 1999 - July 2007
Liberty Mutual 1996 - 1998
Tata Steel (Yodogawa) 1993 - 1996
Skills
Data Warehousing, Database Design, Business Intelligence, Data Management, Integration, Project Management, SDLC, Databases, Data Modeling, Data Integration, Performance Tuning, Oracle, ETL, OLAP, Sybase, Data Governance, Perl, DB2
Education
National Institute of Technology,Jamshedpur 1987 — 1991
MCA, COMPUTER SCIENCE
Ranchi University 1982 — 1986
Master of Science, Computer Science
Shiksha Niketan,Telco colony, Jamshedpur, India 1972 — 1982
bssb
Morgan Stanley Wealth Management July 2013 - Present
JPMorgan Chase April 2012 - July 2013
Citi September 2008 - April 2012
Lehman Brothers July 2007 - July 2008
Morgan Stanley June 1999 - July 2007
Liberty Mutual 1996 - 1998
Tata Steel (Yodogawa) 1993 - 1996
Skills
Data Warehousing, Database Design, Business Intelligence, Data Management, Integration, Project Management, SDLC, Databases, Data Modeling, Data Integration, Performance Tuning, Oracle, ETL, OLAP, Sybase, Data Governance, Perl, DB2
Education
National Institute of Technology,Jamshedpur 1987 — 1991
MCA, COMPUTER SCIENCE
Ranchi University 1982 — 1986
Master of Science, Computer Science
Shiksha Niketan,Telco colony, Jamshedpur, India 1972 — 1982
bssb
Keirstin Wright, CEP's Morgan Stanley Experience September 2014 - Present
Job Vice President / Product Management
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Eric Belgard's Morgan Stanley Experience June 2011 - June 2013
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
Jean Jin's Morgan Stanley Experience July 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Citi Hedge Fund Services October 2011 - July 2014
Paskewitz Asset Management, LLC May 2010 - October 2011
Citi June 2007 - May 2010
ALLEN & COMPANY LLC 2006 - 2007
BISYS-RK ALTERNATIVE INVESTMENT SERVICES January 2005 - October 2006
Rothstein Kass January 2002 - December 2004
Skills
Hedge Funds, Valuation, Portfolio Management, Equities, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2001
MBA
Renmin University of China 1987 — 1991
Bachelor
Morgan Stanley July 2014 - Present
Citi Hedge Fund Services October 2011 - July 2014
Paskewitz Asset Management, LLC May 2010 - October 2011
Citi June 2007 - May 2010
ALLEN & COMPANY LLC 2006 - 2007
BISYS-RK ALTERNATIVE INVESTMENT SERVICES January 2005 - October 2006
Rothstein Kass January 2002 - December 2004
Skills
Hedge Funds, Valuation, Portfolio Management, Equities, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2001
MBA
Renmin University of China 1987 — 1991
Bachelor
Lenna Levine's Morgan Stanley Experience September 2006 - December 2006
Job Senior Material Planner at Electric Boat
Industry Maritime
Experience
The France Foundation June 2009 - March 2013
Smizer Perry July 2008 - August 2009
Gourmet Galley Catering July 2004 - August 2009
Morgan Stanley September 2006 - December 2006
Elliot Kimmel D.D.S. December 2001 - August 2005
Skills
Press Releases
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Marketing
The France Foundation June 2009 - March 2013
Smizer Perry July 2008 - August 2009
Gourmet Galley Catering July 2004 - August 2009
Morgan Stanley September 2006 - December 2006
Elliot Kimmel D.D.S. December 2001 - August 2005
Skills
Press Releases
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Marketing
Edward Magda's Morgan Stanley Experience July 2010 - Present
Job Vice President Capital Markets at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2010 - Present
NPA Financial Services Inc. July 2009 - July 2010
Fiduciary Trust 2005 - 2008
U.S. Trust 1997 - 2005
Oppenheimer Capital 1992 - 1995
Skills
Credit, Wealth Management, Securities, Series 63, Mutual Funds, Trading, Due Diligence, Strategy, Strategic Planning, Derivatives, Investment Banking, Financial Modeling, Valuation
Education
Ramapo College of New Jersey 1984 — 1989
BA, Economics
Morgan Stanley July 2010 - Present
NPA Financial Services Inc. July 2009 - July 2010
Fiduciary Trust 2005 - 2008
U.S. Trust 1997 - 2005
Oppenheimer Capital 1992 - 1995
Skills
Credit, Wealth Management, Securities, Series 63, Mutual Funds, Trading, Due Diligence, Strategy, Strategic Planning, Derivatives, Investment Banking, Financial Modeling, Valuation
Education
Ramapo College of New Jersey 1984 — 1989
BA, Economics
Michael A. Burke's Morgan Stanley Experience 1989 - 2006
Job Managing Director, Barclays Wealth & Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management 2010 - Present
Marymount University 2014 - Present
ERFC 2013 - Present
United Cerebral Palsy 2001 - Present
Deutsche Bank 2006 - 2009
Morgan Stanley 1989 - 2006
Education
Radford University 1978 — 1982
B.S., Business Management
Barclays Wealth and Investment Management 2010 - Present
Marymount University 2014 - Present
ERFC 2013 - Present
United Cerebral Palsy 2001 - Present
Deutsche Bank 2006 - 2009
Morgan Stanley 1989 - 2006
Education
Radford University 1978 — 1982
B.S., Business Management
Arleen Spangler's Morgan Stanley Experience June 2007 - May 2008
Job Principal at The Carlyle Group
Industry Oil & Energy
Experience
The Carlyle Group January 2013 - Present
NRG Energy July 2008 - November 2012
NRG Energy, Inc July 2008 - November 2012
Morgan Stanley June 2007 - May 2008
S&P 1997 - 2007
Standard & Poor's 1996 - 2006
TD Securities 1986 - 1998
TD Bank 1986 - 1997
Skills
Project Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Randolph College
The Carlyle Group January 2013 - Present
NRG Energy July 2008 - November 2012
NRG Energy, Inc July 2008 - November 2012
Morgan Stanley June 2007 - May 2008
S&P 1997 - 2007
Standard & Poor's 1996 - 2006
TD Securities 1986 - 1998
TD Bank 1986 - 1997
Skills
Project Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Randolph College
Lei Chen's Morgan Stanley Experience January 2015 - Present
Job Vice President, FIxed Income Division, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2012 - December 2014
Bloomberg July 2010 - August 2012
Rensselaer Polytechnic Institute August 2007 - May 2010
Bank of New York Mellon Western Fund Management Co. Ltd December 2009 - February 2010
Rensselaer Polytechnic Institute August 2007 - May 2009
Skills
Investment Banking, C++, Research, Valuation, Capital Markets, Fixed Income, Fixed Income Strategies, Financial Modeling, Trading Strategies, Software Engineering, Microsoft Excel, Algorithms, Bloomberg, HTML, Statistical Modeling, Multithreading, Shell Scripting, Optimization, Modeling, Mandarin, Perl, Trading, KDB+, Securitization, Structured Finance, Asset-backed..., CLO, CMBS, VBA, HTML5, Series 7, Series 63, Commercial Real Estate
Education
Rensselaer Polytechnic Institute 2007 — 2010
Master of Science, PhD candidate, Computer Science
Zhejiang University 2003 — 2007
Bachelor, Software Engineering
Morgan Stanley January 2015 - Present
Morgan Stanley August 2012 - December 2014
Bloomberg July 2010 - August 2012
Rensselaer Polytechnic Institute August 2007 - May 2010
Bank of New York Mellon Western Fund Management Co. Ltd December 2009 - February 2010
Rensselaer Polytechnic Institute August 2007 - May 2009
Skills
Investment Banking, C++, Research, Valuation, Capital Markets, Fixed Income, Fixed Income Strategies, Financial Modeling, Trading Strategies, Software Engineering, Microsoft Excel, Algorithms, Bloomberg, HTML, Statistical Modeling, Multithreading, Shell Scripting, Optimization, Modeling, Mandarin, Perl, Trading, KDB+, Securitization, Structured Finance, Asset-backed..., CLO, CMBS, VBA, HTML5, Series 7, Series 63, Commercial Real Estate
Education
Rensselaer Polytechnic Institute 2007 — 2010
Master of Science, PhD candidate, Computer Science
Zhejiang University 2003 — 2007
Bachelor, Software Engineering
Chris Perrella's Morgan Stanley Experience 1989 - 1999
Job Managing Partner at OppCAP Group
Industry Investment Banking
Experience
OppCAP Group LLC 2011 - Present
CAP Services LLC 2009 - May 2011
Credit Suisse 1999 - 2009
Morgan Stanley 1989 - 1999
Kidder Peabody 1987 - 1989
Skills
Private Equity, Alternative Investments, Hedge Funds, Fundraising, Credit, Real Property, Strategic Advisory, Institutional Investors, Family Offices, Family Office, Due Diligence, Equities, Financial Advisory, Fixed Income, Asset Management
Education
Regis University 1983 — 1987
B.S., Information Systems, Mathematics (Minor)
OppCAP Group LLC 2011 - Present
CAP Services LLC 2009 - May 2011
Credit Suisse 1999 - 2009
Morgan Stanley 1989 - 1999
Kidder Peabody 1987 - 1989
Skills
Private Equity, Alternative Investments, Hedge Funds, Fundraising, Credit, Real Property, Strategic Advisory, Institutional Investors, Family Offices, Family Office, Due Diligence, Equities, Financial Advisory, Fixed Income, Asset Management
Education
Regis University 1983 — 1987
B.S., Information Systems, Mathematics (Minor)
Manpreet Maakhija's Morgan Stanley Experience March 2010 - August 2011
Job FX Trading QA at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters May 2014 - Present
NYSE Euronext August 2011 - May 2014
Mahindra Satyam January 2004 - May 2014
Morgan Stanley March 2010 - August 2011
Cigna October 2008 - November 2009
BP May 2008 - September 2008
Thomson Reuters March 2004 - April 2008
Skills
Requirements Analysis, Agile Methodologies, Testing, Software Project..., SDLC, Business Analysis, Manual Testing, Data Warehousing, Requirements Gathering, PL/SQL, Web Services, Unix, SQL, Data Migration, Test Management, Microsoft SQL Server, Test Planning, Scrum, IT Service Management, Project Delivery, Vendor Management, Mainframe, IT Management, Unix Shell Scripting, Project Management, COBOL, FIX, APIs, DB2, Quality Center, User Acceptance Testing, Business Requirements, Electronic Trading, Options, FX trading, FX Spot, FX Swaps, Shell Scripting
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1999 — 2003
Engineer's Degree, Electronics and Telecommunications
Thomson Reuters May 2014 - Present
NYSE Euronext August 2011 - May 2014
Mahindra Satyam January 2004 - May 2014
Morgan Stanley March 2010 - August 2011
Cigna October 2008 - November 2009
BP May 2008 - September 2008
Thomson Reuters March 2004 - April 2008
Skills
Requirements Analysis, Agile Methodologies, Testing, Software Project..., SDLC, Business Analysis, Manual Testing, Data Warehousing, Requirements Gathering, PL/SQL, Web Services, Unix, SQL, Data Migration, Test Management, Microsoft SQL Server, Test Planning, Scrum, IT Service Management, Project Delivery, Vendor Management, Mainframe, IT Management, Unix Shell Scripting, Project Management, COBOL, FIX, APIs, DB2, Quality Center, User Acceptance Testing, Business Requirements, Electronic Trading, Options, FX trading, FX Spot, FX Swaps, Shell Scripting
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1999 — 2003
Engineer's Degree, Electronics and Telecommunications
Pallav Kapur's Morgan Stanley Experience March 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch January 2011 - December 2014
Merrill Lynch July 2008 - January 2011
Tata Consultancy Services December 2005 - July 2006
Skills
TIBCO, Requirements Analysis, SDLC, Business Analysis, Oracle, TIBCO iProcess, Analysis, SOA, Testing, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Chicago 2006 — 2008
MIS, Information Sciences
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelor of Engineering (BEng), Information Technology
Jawahar Lal Nehru School ,Bhopal 1989 — 2001
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch January 2011 - December 2014
Merrill Lynch July 2008 - January 2011
Tata Consultancy Services December 2005 - July 2006
Skills
TIBCO, Requirements Analysis, SDLC, Business Analysis, Oracle, TIBCO iProcess, Analysis, SOA, Testing, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Chicago 2006 — 2008
MIS, Information Sciences
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelor of Engineering (BEng), Information Technology
Jawahar Lal Nehru School ,Bhopal 1989 — 2001
Teddy Dike, MBA's Morgan Stanley Experience September 2006 - May 2009
Job Proactive and Effective Financial Controller
Industry Banking
Experience
Shullyemmas Accounting & Tax Services September 2014 - Present
ROBERT HALF Management Resources November 2010 - June 2014
Shullyemmas June 2009 - November 2010
Morgan Stanley September 2006 - May 2009
Barclays Capital July 2000 - September 2006
Acute Accounting & General Services July 1994 - July 2000
Oxford Health Plans May 1996 - January 1999
Skills
Financial Services, Policy, Auditing, Forecasting, Internal Controls, GAAP, Corporate Finance, Financial Analysis, Consolidation, Financial Reporting, Investment Banking, Analysis, Business Process..., Finance, Sarbanes-Oxley Act, Risk Management, Management
Education
Regis University 2003 — 2005
MBA
Touro College 1990 — 1994
BS
Shullyemmas Accounting & Tax Services September 2014 - Present
ROBERT HALF Management Resources November 2010 - June 2014
Shullyemmas June 2009 - November 2010
Morgan Stanley September 2006 - May 2009
Barclays Capital July 2000 - September 2006
Acute Accounting & General Services July 1994 - July 2000
Oxford Health Plans May 1996 - January 1999
Skills
Financial Services, Policy, Auditing, Forecasting, Internal Controls, GAAP, Corporate Finance, Financial Analysis, Consolidation, Financial Reporting, Investment Banking, Analysis, Business Process..., Finance, Sarbanes-Oxley Act, Risk Management, Management
Education
Regis University 2003 — 2005
MBA
Touro College 1990 — 1994
BS
Christopher Claps's Morgan Stanley Experience 2001 - 2003
Job Arrow Funds
Industry Financial Services
Experience
Arrow Funds - Arrow Investment Advisors 2014 - Present
Dolan Capital Group, LLC 2012 - 2012
Morgan Stanley Investment Management 2010 - 2011
Morgan Stanley Investment Management 2003 - 2010
Morgan Stanley 2001 - 2003
Morgan Stanley 2000 - 2001
Morgan Stanley July 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Alternative Investments, ETFs, Asset Management, Asset Allocation, Hedge Funds, Investment Management, Fund Of Funds, Series 24, Portfolio Management, Financial Advisory, Series 65, Investment Strategies, Investments, Fixed Income
Education
Ramapo College of New Jersey
B.S., Business Administration - Finance
State University of New York College at Brockport
Arrow Funds - Arrow Investment Advisors 2014 - Present
Dolan Capital Group, LLC 2012 - 2012
Morgan Stanley Investment Management 2010 - 2011
Morgan Stanley Investment Management 2003 - 2010
Morgan Stanley 2001 - 2003
Morgan Stanley 2000 - 2001
Morgan Stanley July 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Alternative Investments, ETFs, Asset Management, Asset Allocation, Hedge Funds, Investment Management, Fund Of Funds, Series 24, Portfolio Management, Financial Advisory, Series 65, Investment Strategies, Investments, Fixed Income
Education
Ramapo College of New Jersey
B.S., Business Administration - Finance
State University of New York College at Brockport
Riza Mohamed's Morgan Stanley Experience 2014 - Present
Job Business Analyst
Industry Higher Education
Experience
Morgan Stanley 2014 - Present
Blackbridge Capital, LLC September 2013 - March 2014
SSI June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Gaspari Financial May 2009 - June 2009
Skills
Microsoft Excel, Portfolio Management, Tax, Bloomberg, Financial Modeling, Microsoft Office, Capital IQ, DCF Valuation, Financial Analysis, Equity Research, Bloomberg Terminal, Finance, Data Analysis, Valuation, Body Language, Equities
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor's, Finance, Minor in Accounting
Eastchester High School 2005 — 2009
Advanced Regents Diploma
Morgan Stanley 2014 - Present
Blackbridge Capital, LLC September 2013 - March 2014
SSI June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Gaspari Financial May 2009 - June 2009
Skills
Microsoft Excel, Portfolio Management, Tax, Bloomberg, Financial Modeling, Microsoft Office, Capital IQ, DCF Valuation, Financial Analysis, Equity Research, Bloomberg Terminal, Finance, Data Analysis, Valuation, Body Language, Equities
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor's, Finance, Minor in Accounting
Eastchester High School 2005 — 2009
Advanced Regents Diploma
Yuriy Mizrakhi's Morgan Stanley Experience 2003 - 2004
Job Financial Analyst at Jennison Associates
Industry Investment Management
Experience
JENNISON ASSOCIATES September 2007 - Present
NEW PLAN EXCEL REALTY TRUST February 2007 - September 2007
CENDANT June 2005 - February 2007
HUDSON UNITED BANK August 2004 - June 2005
Morgan Stanley 2003 - 2004
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Mutual Funds, Financial Modeling, Financial Accounting, Asset Managment, Investments, Valuation, Equities, Budgets, Internal Controls, Strategic Financial..., Asset Management
Education
Ramapo College of New Jersey
BS, Finance
JENNISON ASSOCIATES September 2007 - Present
NEW PLAN EXCEL REALTY TRUST February 2007 - September 2007
CENDANT June 2005 - February 2007
HUDSON UNITED BANK August 2004 - June 2005
Morgan Stanley 2003 - 2004
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Mutual Funds, Financial Modeling, Financial Accounting, Asset Managment, Investments, Valuation, Equities, Budgets, Internal Controls, Strategic Financial..., Asset Management
Education
Ramapo College of New Jersey
BS, Finance
Tyler Hosser's Morgan Stanley Experience 2007 - 2007
Job Business Analyst II at Liberty Mutual Insurance
Industry Retail
Experience
Liberty Mutual Insurance April 2014 - Present
Puma January 2013 - April 2014
Madison Resource Funding June 2010 - January 2013
Madison Resource Funding July 2008 - June 2010
Morgan Stanley 2007 - 2007
Skills
Accounting, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, General Ledger, Account Reconciliation, Spreadsheets, Sales & Use Tax, Accounts Payable, Financial Reporting
Education
Quinnipiac University 2002 — 2006
BS, Finance
Liberty Mutual Insurance April 2014 - Present
Puma January 2013 - April 2014
Madison Resource Funding June 2010 - January 2013
Madison Resource Funding July 2008 - June 2010
Morgan Stanley 2007 - 2007
Skills
Accounting, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, General Ledger, Account Reconciliation, Spreadsheets, Sales & Use Tax, Accounts Payable, Financial Reporting
Education
Quinnipiac University 2002 — 2006
BS, Finance
Mohan Ru's Morgan Stanley Experience July 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2013 - Present
University of Chicago October 2012 - March 2013
Morgan Stanley June 2012 - August 2012
China life Asset Management Company June 2011 - August 2011
Skills
Investment Banking, Research, Statistics, Data Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Matlab, Financial Modeling
Education
University of Chicago 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Raffles Junior College
Morgan Stanley July 2013 - Present
University of Chicago October 2012 - March 2013
Morgan Stanley June 2012 - August 2012
China life Asset Management Company June 2011 - August 2011
Skills
Investment Banking, Research, Statistics, Data Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Matlab, Financial Modeling
Education
University of Chicago 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Raffles Junior College
Jo-Anne Glenn's Morgan Stanley Experience April 2004 - September 2010
Job Investment Associate Trader at Prudential Finacial
Industry Financial Services
Experience
Prudential Finacial July 2012 - Present
Prudential Financial August 2011 - July 2012
Morgan Stanley, Global Wealth Management April 2007 - September 2011
Morgan Stanley April 2004 - September 2010
Morgan Stanley, Global Wealth Management April 2004 - April 2007
Cancer Institute November 1997 - April 2004
Skills
Investment Operations..., Customer Service, Securities, Equities, Financial Services, Series 7, Auditing, Risk Management, Management
Education
Rutgers University-New Brunswick 1997 — 2003
B.A., English
Raritan Valley Community College
Rutgers University
BA) BACHELOR OF ARTS, 2003
Prudential Finacial July 2012 - Present
Prudential Financial August 2011 - July 2012
Morgan Stanley, Global Wealth Management April 2007 - September 2011
Morgan Stanley April 2004 - September 2010
Morgan Stanley, Global Wealth Management April 2004 - April 2007
Cancer Institute November 1997 - April 2004
Skills
Investment Operations..., Customer Service, Securities, Equities, Financial Services, Series 7, Auditing, Risk Management, Management
Education
Rutgers University-New Brunswick 1997 — 2003
B.A., English
Raritan Valley Community College
Rutgers University
BA) BACHELOR OF ARTS, 2003
Alfred Yuan's Morgan Stanley Experience June 2013 - Present
Job Desk Strategist at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
UC Berkeley March 2013 - June 2013
J.P. Morgan October 2012 - January 2013
Skills
C, C++, C#, Python, Matlab, VBA, PHP, ASP, Algorithms, Databases, SQL, R, Machine Learning, Pylons, Statistical Modeling, Time Series Analysis, Data Mining, Factor Analysis, Bloomberg, Actuarial Science, Quantitative Finance, Business Planning, Entrepreneurial..., Fluent English, Stochastic Calculus, Probability Theory, Graph Theory, Econometrics, Statistics, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Optimization, Monte Carlo Simulation, Options, Structured Products, Equity Derivatives, Financial Engineering, Exotic Derivatives, Scala, Functional Programming, Haskell, OCaml, Clojure, Lisp, A+, Statistical Arbitrage
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering, Financial Mathematics
Renmin University of China 2006 — 2010
Bachelor of Science (BSc), Statistics & Actuarial Science
Morgan Stanley June 2013 - Present
UC Berkeley March 2013 - June 2013
J.P. Morgan October 2012 - January 2013
Skills
C, C++, C#, Python, Matlab, VBA, PHP, ASP, Algorithms, Databases, SQL, R, Machine Learning, Pylons, Statistical Modeling, Time Series Analysis, Data Mining, Factor Analysis, Bloomberg, Actuarial Science, Quantitative Finance, Business Planning, Entrepreneurial..., Fluent English, Stochastic Calculus, Probability Theory, Graph Theory, Econometrics, Statistics, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Optimization, Monte Carlo Simulation, Options, Structured Products, Equity Derivatives, Financial Engineering, Exotic Derivatives, Scala, Functional Programming, Haskell, OCaml, Clojure, Lisp, A+, Statistical Arbitrage
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering, Financial Mathematics
Renmin University of China 2006 — 2010
Bachelor of Science (BSc), Statistics & Actuarial Science
Julie Charles's Morgan Stanley Experience September 1998 - May 2008
Job Debt Capital Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
McKinsey & Company September 2008 - July 2010
Morgan Stanley September 1998 - May 2008
Skills
Fixed Income, Strategic Planning, Management, Financial Services, Microsoft Excel, Investment Banking, Alternative Investments, Equities, Event Planning, Budgets, Credit, Financial Modeling
Education
Radford University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
J.P. Morgan July 2010 - Present
McKinsey & Company September 2008 - July 2010
Morgan Stanley September 1998 - May 2008
Skills
Fixed Income, Strategic Planning, Management, Financial Services, Microsoft Excel, Investment Banking, Alternative Investments, Equities, Event Planning, Budgets, Credit, Financial Modeling
Education
Radford University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
Kenneth Sedlacek's Morgan Stanley Experience March 1995 - April 1997
Job Financial Specialist at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial December 1997 - Present
Morgan Stanley March 1995 - April 1997
Education
Radford University - College of Business and Economics 1985 — 1989
BS, Economics
Wells Fargo Financial December 1997 - Present
Morgan Stanley March 1995 - April 1997
Education
Radford University - College of Business and Economics 1985 — 1989
BS, Economics
Dale Ignjatovic's Morgan Stanley Experience August 2007 - July 2012
Job Mutual Funds Distribution Analyst at MorganStanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley August 2007 - July 2012
BNY Mellon 1999 - 2007
Skills
Mutual Funds, Investments, Series 7, Financial Advisory, Financial Markets, Series 63, Data Analysis, Sales, Financial Services, Wealth Management, Portfolio Management
Education
Ramapo College of NJ
Bachelor's degree, Business administration, Finance
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley August 2007 - July 2012
BNY Mellon 1999 - 2007
Skills
Mutual Funds, Investments, Series 7, Financial Advisory, Financial Markets, Series 63, Data Analysis, Sales, Financial Services, Wealth Management, Portfolio Management
Education
Ramapo College of NJ
Bachelor's degree, Business administration, Finance
Brian Adler's Morgan Stanley Experience March 2012 - Present
Job Risk Officer Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
KPMG April 2011 - March 2012
Accenture May 2010 - April 2011
KPMG November 2007 - May 2010
Approved Funding January 2007 - October 2007
Fairmont Funding May 2003 - January 2007
Fairmont Funding May 2003 - January 2007
Skills
Risk Management, Banking, Credit, Loans, Mortgage Lending, Operational Risk, Loss Mitigation, Credit Analysis, Management Consulting, Consumer Lending, Loan Origination, Loan Servicing, Mortgage Banking, Mortgage Underwriting, Risk Assessment, Quality Control, Operational Risk..., Financial Risk, Credit Risk, Residential Mortgages, Governance, Mortgage Servicing, Private Banking
Education
Ramapo College of New Jersey 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Morgan Stanley March 2012 - Present
KPMG April 2011 - March 2012
Accenture May 2010 - April 2011
KPMG November 2007 - May 2010
Approved Funding January 2007 - October 2007
Fairmont Funding May 2003 - January 2007
Fairmont Funding May 2003 - January 2007
Skills
Risk Management, Banking, Credit, Loans, Mortgage Lending, Operational Risk, Loss Mitigation, Credit Analysis, Management Consulting, Consumer Lending, Loan Origination, Loan Servicing, Mortgage Banking, Mortgage Underwriting, Risk Assessment, Quality Control, Operational Risk..., Financial Risk, Credit Risk, Residential Mortgages, Governance, Mortgage Servicing, Private Banking
Education
Ramapo College of New Jersey 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Michelle Hinczynski's Morgan Stanley Experience June 2009 - January 2010
Job Executive Assistant at Brighter Dental Care (Corporate Office)
Industry Medical Practice
Experience
Brighter Dental Care (Corporate Office) November 2011 - Present
Packet Publications March 2010 - November 2011
Morgan Stanley June 2009 - January 2010
Skills
Communication, Organization, Highly detail oriented, Radio Editing, Dental Practice..., Ad Designing, Computer-savvy, Creativity, Client Relations Skills, Graphic Design, Office Management, Editing, Marketing
Education
Quinnipiac University 2004 — 2008
Bachelor's degree, Major: Media Production, Minor: Marketing
West Windsor-Plainsboro High School South 2000 — 2004
Brighter Dental Care (Corporate Office) November 2011 - Present
Packet Publications March 2010 - November 2011
Morgan Stanley June 2009 - January 2010
Skills
Communication, Organization, Highly detail oriented, Radio Editing, Dental Practice..., Ad Designing, Computer-savvy, Creativity, Client Relations Skills, Graphic Design, Office Management, Editing, Marketing
Education
Quinnipiac University 2004 — 2008
Bachelor's degree, Major: Media Production, Minor: Marketing
West Windsor-Plainsboro High School South 2000 — 2004
Sandra Beatty's Morgan Stanley Experience October 1999 - February 2002
Job Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America August 2007 - Present
Kanbay February 2002 - February 2007
Morgan Stanley October 1999 - February 2002
Skills
Business Continuity, Strategic Planning, Risk Management, Vendor Management, Process Management, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Quinnipiac University
Bank of America August 2007 - Present
Kanbay February 2002 - February 2007
Morgan Stanley October 1999 - February 2002
Skills
Business Continuity, Strategic Planning, Risk Management, Vendor Management, Process Management, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Quinnipiac University
Dany Estupinan's Morgan Stanley Experience March 2001 - December 2001
Job Teacher at Paterson Public Schools
Industry Education Management
Experience
Paterson Public Schools January 2002 - Present
Morgan Stanley March 2001 - December 2001
Skills
Curriculum Design, Educational Leadership, Staff Development, Teaching, Classroom Management, Lesson Planning, Educational Technology, Tutoring, Classroom, Curriculum Development, Higher Education, Public Speaking, Instructional Technology, Research, Coaching, Adult Education
Education
Ramapo College of New Jersey 2014 — 2016
Masters in Educational Leadership, Educational Leadership and Administration, General
Saint Peter's College 1996 — 2000
Bachelor of Science (B.S.), International Business
Paterson Public Schools January 2002 - Present
Morgan Stanley March 2001 - December 2001
Skills
Curriculum Design, Educational Leadership, Staff Development, Teaching, Classroom Management, Lesson Planning, Educational Technology, Tutoring, Classroom, Curriculum Development, Higher Education, Public Speaking, Instructional Technology, Research, Coaching, Adult Education
Education
Ramapo College of New Jersey 2014 — 2016
Masters in Educational Leadership, Educational Leadership and Administration, General
Saint Peter's College 1996 — 2000
Bachelor of Science (B.S.), International Business
Peter Storm's Morgan Stanley Experience 1996 - 1998
Job Vice President of Finance at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2011 - Present
Credit Suisse April 2004 - July 2011
JPMorgan Chase October 1998 - April 2004
Morgan Stanley 1996 - 1998
Geller and Company 1994 - 1996
Skills
Budgets, Budget Process, Budget Forecasts, Financial Analyis, Forecast Modeling, Profit Margins, Profitability..., Expense Management, Regression Modeling, Management of Costs, Expense Allocations, Strategic Planning, Portfolio Management, Forecasting
Education
Ramapo College of New Jersey 1989 — 1993
Bachelor of Science (BS), Accounting
Barclays Investment Bank July 2011 - Present
Credit Suisse April 2004 - July 2011
JPMorgan Chase October 1998 - April 2004
Morgan Stanley 1996 - 1998
Geller and Company 1994 - 1996
Skills
Budgets, Budget Process, Budget Forecasts, Financial Analyis, Forecast Modeling, Profit Margins, Profitability..., Expense Management, Regression Modeling, Management of Costs, Expense Allocations, Strategic Planning, Portfolio Management, Forecasting
Education
Ramapo College of New Jersey 1989 — 1993
Bachelor of Science (BS), Accounting
Brian Conahan's Morgan Stanley Experience 2014 - 2014
Job Crédit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB September 2014 - Present
Morgan Stanley 2014 - 2014
J.P. Morgan 2013 - 2014
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Crédit Agricole CIB September 2014 - Present
Morgan Stanley 2014 - 2014
J.P. Morgan 2013 - 2014
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS