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
Fidessa corporation October 2008 - Present
Morgan Stanley June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
United States Military Academy June 2005 - August 2005
Self-Employed September 2001 - May 2005
Skills
C++, Perl, Solaris, Market Data, JavaScript, Trading Systems, Git, Unix, Electronic Trading, VBA, C, C#, Regular Expressions, PHP, SQL, CSS, Ruby, Object Oriented Design, Google API, Excel VBA, Agile Methodologies, Software Design Patterns, Tcl, Python, HTML, jQuery, AngularJS, csh, bash, vim, sunstudio, Perforce, MATLAB, Mathematica, Maple, Stata, Autodesk Inventor, Visual Studio, Apache, Nginx, Google Webmaster Tools, SEO, AutoHotKey, Windows, Linux, Slackware, Fidessa, FIX Protocol, Pro Tools
Education
Rensselaer Polytechnic Institute 2005 — 2008
B.Sc., Mathematics, Economics, 3.87/4.00
ADEC Abu Dhabi Education Council September 2013 - Present
Aegis Scholastic January 2012 - Present
KIPP Houston July 2009 - January 2012
General Academic, Inc. January 2008 - May 2009
Morgan Stanley June 2008 - August 2008
Houston Rockets 2005 - 2005
Skills
Teaching, Academic Tutoring, Mathematics, Algebra, Geometry, Microsoft Excel, Microsoft Word, Online Research, PowerPoint, Tutoring, Curriculum Design, Lesson Planning
Education
Rice University 2005 — 2009
B.A., Sociology, Managerial Studies
The Kinkaid School 2001 — 2005
PSAM November 2013 - Present
Morgan Stanley June 2004 - November 2013
Skills
Retail, Media, Equity Research, Financial Modeling, Financial Analysis, Valuation, Equities
Education
Rensselaer Polytechnic Institute 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Skidmore College 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Mercury Fund May 2012 - May 2013
Chrysalis Ventures May 2011 - August 2011
Education
Rice University 2010 — 2014
Mathematical Economic Analysis, Managerial Studies
Niksun May 2012 - Present
Niksun March 2008 - May 2012
ThruPoint, Inc. September 1998 - March 2008
Morgan Stanley 1997 - 1998
Skills
Data Center, Network Security, Network Architecture, Cloud Computing, IT Strategy, Virtualization, Enterprise Architecture, Firewalls, Information Security, Integration, Network Design, Penetration Testing, Disaster Recovery, Professional Services, Pre-sales, Infrastructure, Solution Architecture, Enterprise Software, Network Engineering, Unix, Network Forensics, Network Administration, Management Consulting, Computer Forensics, Wireless Networking, Kernel Programming, Security, Computer Network..., Deep Packet Inspection, Failure Analysis, Internet Troubleshooting, ASIC, Crisis Situations, Business Transformation, Requirements Analysis, PMO, Network Protocol Design, Failure Modes, Semiconductor Failure..., Unix Operating Systems, Microcode, Programming Languages, OpenBSD, Trading Systems, Exchange Connectivity, Low Latency Trading, Kernel Debugging
Education
Rensselaer Polytechnic Institute
Computer Science
Rensselaer Polytechnic Institute
J.P. Morgan July 2015 - Present
Codestreet July 2013 - July 2015
Morgan Stanley November 2013 - June 2015
Small Giants June 2011 - August 2011
Sequel 2 June 2010 - August 2010
Skills
Adobe Creative Suite, Graphic Design, Typography, Interaction Design, Information Architecture, User Experience, Graphics, User Interface Design, HTML + CSS, After Effects, Final Cut Pro, Keynote, Microsoft Office, Wireframes
Education
Rhode Island School of Design 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Phoenix Country Day School 1997 — 2009
Morgan Stanley April 1991 - Present
Education
Rider University 1983 — 1987
Bachelor of Science in Commerce, Finance
Neighborhood Centers Inc. November 2014 - Present
Neighborhood Centers Inc. November 2012 - November 2014
Novak Druce + Quigg LLP June 2011 - November 2012
Rice University 2011 - 2012
Hillstone Restaurant Group May 2011 - September 2011
Ebusiness1 October 2008 - August 2011
Rice University August 2010 - December 2010
Morgan Stanley June 2008 - August 2008
Skills
Matlab, Linux, EMT, Python, Bash, HTML, Microsoft Office, Final Cut Pro, Patent Searching, Patent Applications, Software Patents, Network Administration, Research, Data Analysis, Patents, Project Management, Board Relations, Business Process..., Project Planning, Microsoft Excel, Leadership, Public Speaking, Event Planning
Education
Rice University 2008 — 2012
BSEE, Electrical Engineering
Price Capital LLC January 2010 - Present
Edward Jones May 2007 - January 2010
Wunderman (Young & Rubicam Agency) May 2006 - May 2007
IDP Consulting LLC January 2005 - May 2006
Citigroup Global Markets January 2004 - January 2005
Morgan Stanley February 1997 - January 2004
Education
Stanford University
Master of Science (MS), Electrical Engineering (Digital Signal Processing)
Rice University
Bachelor of Science (BS), Electrical Engineering and Computer Science
Morgan Stanley 2012 - Present
Morgan Stanley 2009 - 2012
CIBC World Markets 2007 - 2009
Education
Rice University
Bachelor's degree, Economics
Wells Fargo July 2015 - Present
Wells Fargo Advisors 2014 - July 2015
Ardmore Banking Advisors, Inc. April 2013 - October 2013
Sovereign Bank March 2010 - March 2013
AT&T March 2009 - January 2010
Wells Fargo January 2002 - March 2009
Morgan Stanley January 2000 - January 2002
Prudential Securities January 1995 - January 2000
Shearson Lehman Brothers/ Smith January 1992 - January 1995
Hunter Corporation January 1990 - January 1992
Education
Rider University 1984 — 1988
Bachelor of Science, Business Commerce
Eden Technologies May 2012 - Present
Sherman Solutions, LLC April 2008 - May 2012
Booz Allen Hamilton November 2011 - February 2012
Credit Suisse October 2008 - November 2011
Morgan Stanley September 1997 - March 2008
Lehman Brothers January 1994 - September 1997
Salomon Brothers June 1992 - December 1993
AT&T Bell Laboratories August 1985 - June 1993
Skills
Security Architecture..., CISSP, Data Security, Internet Security, Unix Administration, Kerberos, PKI, Information Security, Network Security, Requirements..., System Architecture, Unix, Security, Distributed Systems, Enterprise Architecture, Computer Security, Operating Systems, IT Management, IT Strategy, Governance, Disaster Recovery, Integration, System Administration, Business Continuity, Solaris, Information Technology, Vendor Management, Networking, Perl, Infrastructure, Architecture, Linux, Information Security..., Identity Management, Virtualization, Firewalls, Data Center, System Deployment, IT Operations, Architectures
Education
Rensselaer Polytechnic Institute
Ph.D.
Vassar College
MS
Vassar College
AB
Morgan Stanley July 2015 - Present
Morgan Stanley June 2014 - August 2014
HomeAway.com June 2013 - August 2013
Rice Efficient Computing Group August 2012 - August 2013
Skills
Financial Accounting, Python, Java, MySQL, PowerPoint, Microsoft Excel
Education
Rice University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science and Economics
Regina High School 2003 — 2011
High School Diploma
MedAmerica July 2012 - Present
Consultant 2010 - 2014
Morgan Stanley 1986 - 2010
Skills
Investments, Derivatives, Hedge Funds, Mergers & Acquisitions, Healthcare Management, Healthcare Information..., Financial Services, Banking, Management, Insurance, Financial Modeling, Corporate Law, Risk Management
Education
Rice University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
JP Morgan Chase August 2011 - Present
while attending University January 2008 - 2012
Morgan Stanley May 2010 - August 2010
Skills
Trading, Fitness
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2010
MBA, Finance
Rice University 2004 — 2008
BS, Marketing and Management
Prudential Financial December 2012 - Present
Bank of America January 2008 - October 2011
Bank of America June 2006 - October 2011
Bank of America June 2006 - December 2007
JPMorgan Chase January 2005 - June 2006
Wachovia Bank January 2003 - December 2005
Morgan Stanley January 2001 - January 2003
Skills
Project Management, Strategic Planning, Sales Management, Operations Management, Marketing Strategy &..., Risk Management, Investment Banking, Financial Analysis, Financial Planning, Forecasting, Portfolio Management, Credit & Lending, Acquisition Integration, Corporate Finance, Banking, Compliance, Communication, Marketing Strategy, Credit, Financial Services, Management, Loans, Investments, Business Strategy, Insurance, Strategic Financial...
Education
Rider University
MBA, completion 12/2012
Rutgers University
BS Biological Sciences
Comerica Bank September 2014 - Present
Citibank January 2004 - August 2014
Bank of America July 2002 - January 2004
Morgan Stanley April 2001 - July 2002
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Credit Risk, Finance, Portfolio Management, Financial Analysis, Small Business Lending, Loan Origination, CRM, Underwriting, Relationship Management
Education
University of Florida 1996 — 2000
Bachelor of Science (BS)
Richmond, The American International University in London 1999 — 1999
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Raymond James Financial Inc. January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Team Leadership, Public Speaking, Time Management
Education
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Managerial Studies, Business
J.P. Morgan April 2014 - Present
Morgan Stanley May 2006 - April 2014
UBS Investment Bank August 1998 - April 2006
Skills
Fixed Income, Capital Markets, Trading, Investment Banking, Equities, Business Analysis, Financial Risk, SDLC, Market Data, Financial Markets, Securitization, Financial Modeling, Bonds, Emerging Markets, Outsourcing, CMBS, ABS
Education
Rensselaer Polytechnic Institute
Management Information Systems (MIS)
Seton Hall University
MBA, Finance & International Business
Willett Advisors August 2014 - Present
Willett Advisors October 2013 - August 2014
Morgan Stanley June 2011 - October 2013
Hines June 2010 - June 2011
Skills
Financial Modeling, Valuation, Real Estate Economics, Alternative Investments, Capital Markets, Portfolio Management, Financial Analysis, Investment Strategies, Asset Managment, Microsoft Excel, Investment Management, Asset Management, Investments
Education
Rice University 2006 — 2010
BA, Economics
London School of Economics and Political Science, U. of London 2009 — 2010
General Course
Taylor McKay June 2012 - Present
Morgan Stanley 2006 - 2011
OGE Energy Corp April 2003 - March 2006
Enron 1996 - 2002
Skills
Commodity Markets, Natural Gas, Derivatives, Hedging, Trading, Energy, Valuation, Energy Markets, Risk Management, Gas, Proprietary Trading, Power Trading, Energy Industry, Commodity, Financial Analysis, ETRM, Accounting, Internal Controls, Risk Analysis, Oil & Gas Accounting, SOX Compliancy, Dodd-Frank, Due Diligence, Options, Investment Banking
Education
Rice University 1984 — 1989
BA, Managerial Studies
Rice University 1984 — 1989
BA, Economics
Morgan Stanley June 2015 - August 2015
Oliver Wyman January 2014 - August 2014
Oliver Wyman January 2013 - December 2013
Oliver Wyman February 2012 - December 2012
Citi November 2011 - February 2012
UBS Investment Bank June 2011 - September 2011
L'Oréal September 2009 - February 2010
Unilever December 2006 - February 2007
Skills
DCF, Excel, PowerPoint, Word, Factset, Datastream, Matlab, Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Oxford 2010 — 2011
MSc, Financial Economics
Rice University 2008 — 2009
Visiting Research Scholar, Chemical and Biomolecular Engineering
Università di Bologna 2007 — 2009
MSc, Chemical and Process Engineering, 110/110 cum laude
Università di Bologna 2003 — 2007
BSc, Chemical Engineering
n/a July 2012 - Present
Apache Corporation October 2011 - July 2012
Apache Corporation April 2011 - October 2011
Apache Corporation November 2009 - April 2011
Morgan Stanley July 2007 - November 2009
Skills
Valuation, Economics, Competitive Analysis, Financial Modeling, Data Analysis, Strategic Planning, Management, Investment Banking, Portfolio Management, Corporate Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investor Relations, Analysis, Private Equity, Energy, Strategy, Business Strategy
Education
Rice University 2003 — 2007
BA, Mathematic Economic Analysis, Statistics, Managerial Studies
Isle of Capri Casino August 2014 - Present
MtiAmerica August 2013 - April 2014
Bank of America January 2012 - April 2013
New York Venture Capital 2002 - 2010
IIT, Inc November 1999 - February 2001
Morgan Stanley 1998 - 1999
ExxonMobil 1997 - 1998
StayinFront, previously known as WindSoft, Inc. July 1993 - July 1996
Data Management Services, Inc. 1991 - 1992
Skills
Technical Support, IT Project Leadership, IT Project..., IT Asset Management, Software Project..., Software Implementation, Moves Management, Data Migration, Enterprise Architecture, TCP/IP, IT Procurement, Windows 7 Migration, Project Planning, Project Coordination, Network Administration, Active Directory, Cisco VPN, IBM Tivoli, Client/server, Windows XP Pro, Unix Operating Systems, IBM AS/400, Hardware Support, Market Data, Bloomberg Terminal, Thompson One, Hyperion Enterprise, Manage Client..., Technical Training, Wise Installer, HP Openview, Change Management, IT Operations Management, Technical Consultation, Hardware, IT Management, System Deployment, Information Technology, Disaster Recovery, Infrastructure, Help Desk Support, Windows XP
Education
Ramapo College of New Jersey 1989 — 1992
Bachlor of Science
Rider University
Wayne Valley H.S. 1982 — 1986
Diploma
Goldman Sachs March 2010 - 2013
UBS Investment Bank June 2008 - March 2010
Morgan Stanley 2003 - 2008
RBS Greenwich Capital 2001 - 2003
Immersant 2000 - 2001
Credit Suisse First Boston 1998 - 2001
Advanced Data Systems 1996 - 1998
Federated Systems Group 1995 - 1996
Skills
FX Options, Trading Systems, Derivatives, Portfolio Management, Equity Derivatives, Electronic Trading, Investment Banking, Fixed Income, Trading, Hedge Funds, Equities, Sybase, Market Risk, Credit Derivatives, Low Latency, Market Data, Prime Brokerage, Middle Office, Design Patterns
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Computer and System Engineering
Morgan Stanley June 2015 - August 2015
Rice University April 2014 - December 2014
Fieldstone Partners January 2014 - December 2014
Houston Rockets May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Data Analysis, Microsoft Word, Event Planning, Teamwork, Research, Social Media, Financial Analysis
Education
Rice University 2012 — 2016
Mathematical Economic Analysis, Sport Management
Apprenda, Inc. April 2005 - Present
State University of New York April 2005 - May 2006
Eden Communications February 2004 - March 2005
Morgan Stanley 2003 - 2004
Skills
SaaS, Architecture, Business Strategy, Entrepreneur, Cloud Computing, Enterprise Software, PaaS, Software Development, Scalability, SOA, Distributed Systems, Enterprise Architecture, .NET, Virtualization, C#, Java, Middleware, Start-ups, OOP, WCF, Finance, Venture Capital, Entrepreneurship, Agile Methodologies, Agile Project Management, Amazon Web Services..., Architectures
Education
Rensselaer Polytechnic Institute 2000 — 2004
Dual Bachelor of Science, Mathematics & Computer Science
CBW Bank May 2013 - Present
Yantra Services 2010 - Present
Sevathon 2015 June 2014 - Present
Muranu Technologies 2004 - Present
VuCast Media Inc November 2011 - August 2012
Yahoo 2002 - 2004
Metavante 2001 - 2002
Cyberbills (acquired by Metavante in 2001) 1998 - 2001
Healtheon/WebMD Corp. 1996 - 1998
Morgan Stanley 1993 - 1995
Skills
Product Management, Agile Methodologies, Cloud Computing, Start-ups, Program Management, Mobile Devices, Strategic Partnerships, Software Project..., Business Strategy, Business Development, Business Analysis, Business Intelligence, Corporate Development, SOA, Entrepreneurship, IT Strategy, Enterprise Architecture, Java Enterprise Edition, Management Consulting, Mobile Payments
Education
Rice University 1986 — 1988
Masters, Computer Science
JNTU Engineering College, Kakinada 1977 — 1982
Bachelor of Technology (B.Tech.), Mechanical Engineering
Visakha Valley School 1970 — 1977
High School
Alternative Resources Company 2013 - Present
Novartis January 2012 - January 2013
Forest Laboratories April 2000 - January 2012
Pfizer April 1996 - April 2000
SIKA CORPORATION January 1994 - April 1996
Brandon Systems Corporation November 1991 - December 1993
Persona Personnel, Inc September 1989 - October 1991
Morgan Stanley September 1988 - September 1989
Skills
Talent Acquisition, Internet Recruiting, On-Boarding, New Employee Orientation, Compensation, Benefits Administration, AAP, EEO, Interviewing, Research & Development..., Recruitment Strategy, Applicant Tracking..., Full Life-Cycle..., Vendor Management, Behavioral Interviewing, Salary Negotiation, Talent Pipeline, HR Consulting, Onboarding, Interviews, Talent Management, New Hire Orientations, Benefits Negotiation, Recruiting, Sourcing, Employee Relations, HRIS, Human Resources, Personnel Management, Succession Planning, Hiring, Screening, Employee Benefits, HR Policies, Temporary Placement, Training, Management, Resume Writing, Temporary Staffing, Job Descriptions, Volunteering
Education
Rider University 1984 — 1988
B.A., Speech Communications
Morgan Stanley June 2010 - Present
Morgan Stanley May 2009 - August 2009
Education
Rice University 2006 — 2010
BS, Civil Engineering
McKinsey February 2010 - Present
Bear Stearns April 2007 - May 2008
Morgan Stanley March 2005 - March 2007
MetLife, Inc May 2002 - March 2005
Electronic Systems Associates August 2000 - March 2002
Education
Rensselaer Polytechnic Institute 1996 — 2000
BA, BA from Rensselaer Polytechnic Institute; Concentrations in Finance & Information Systems
Morgan Stanley July 2008 - Present
Merrill Lynch June 2000 - May 2008
Inventure Technologies 1997 - 2000
Thomas Electronics 1993 - 1996
Education
Rice University 1992 — 1993
Physics
University of Notre Dame 1988 — 1992
BS, Physics
Huazhong University of Science and Technology March 2007 - March 2015
SAP August 2013 - October 2014
OpenLink Financial February 2008 - March 2013
Bedford, Freeman & Worth Publishing Group June 2007 - February 2008
Micro Focus September 2006 - June 2007
Morgan Stanley August 2004 - August 2006
CIGNA Healthcare February 2002 - July 2004
NeuVis, Inc. January 2000 - January 2002
Micro Focus October 1993 - January 2000
Laramie County Community College January 1998 - May 1998
Skills
PMP, Six Sigma Green Belt, Project Management, Management, Six Sigma, Business Analysis, Software Development, Process Improvement, Marketing, SDLC, Software Documentation, Technical Writing, Program Management, PMO, Software Project..., Requirements Analysis, Integration, Agile Methodologies, Quality Assurance, Requirements Gathering, CRM
Education
Rensselaer Polytechnic Institute 1983 — 1985
Master's Degree, Business Administration
Computer Processing Institute (CPI) 1981 — 1982
Certificate, Business Computer Programming
University of Connecticut
BS, Business Administration - Marketing
Morgan Stanley April 2014 - Present
Novus Partners, Inc. June 2013 - January 2014
Novus Partners January 2012 - June 2013
Axiom Services Group August 2010 - January 2012
Ivy Asset Management October 2005 - January 2011
Village of Hastings on Hudson June 2000 - October 2005
Skills
Time Series Analysis, C#, Quantitative Research, Portfolio Optimization, Quantitative Finance, Hedge Funds, SAS, Analytics, Data Analysis, Statistics, Market Risk, Risk Management, Analysis, Matlab, Econometrics, Financial Risk, VBA, Quantitative Analytics, Bloomberg, Financial Modeling, Alternative Investments, Fixed Income, Derivatives, Trading Systems, Equities, Asset Management, Stress Testing, Valuation, Portfolio Management, Simulations
Education
Stony Brook University 2003 — 2010
Ph.D., Applied Mathematics and Statistics
Stony Brook University 2003 — 2004
MS, Applied Mathematics and Statistics
Rensselaer Polytechnic Institute 1998 — 2002
B.S, Information Technology
University of Toronto Schools 2012 - Present
Reena Foundation 2011 - Present
Canadian Scholarship Trust Foundation 2004 - 2011
Children's Education Funds Inc. 2003 - 2003
Mackenzie Financial Corporation 1999 - 2002
Synergy Asset Management 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Morgan Stanley 1994 - 1994
Enskilda Securities 1993 - 1993
KPMG 1990 - 1993
Skills
Executive Leadership, Change Management, Process Improvement, Integrated Systems, Enterprise Risk..., Strategic Planning, Budget Management, M&A due diligence &..., Board Reporting, Leadership, Budgets, Financial Reporting, Due Diligence, Integration, Forecasting, Management Consulting, Start-ups, Restructuring, Executive Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Financial Accounting, Business Planning, Accounting, Management, Auditing, Analysis, Internal Controls, Cash Flow, Banking, IFRS, Portfolio Management, Investments, Strategic Financial..., Managerial Finance, Financial Analysis, Risk Management, Financial Modeling
Education
UNISA 1989 — 1990
Bachelor of Commerce Honours
Rhodes University 1986 — 1988
Bachelor of Commerce
DW Partners, LP December 2013 - Present
Morgan Stanley March 2010 - December 2013
Bloomberg January 2008 - February 2010
Siemens Corporate Research June 2006 - November 2006
Skills
Algorithms, Bonds, Fixed Income, Securitization, Trading Systems, Analytics, Financial Structuring, Hedge Funds, Capital Markets
Education
Rensselaer Polytechnic Institute
Ph.D., Electrical Engineering
Shanghai Jiao Tong University
M.S,B.S, Electrical Engineering
Morgan Stanley June 1998 - Present
Felix Trombetta; NYSE Independent Broker July 1993 - June 1998
U.S. House of Representatives June 1992 - September 1992
Skills
Equities, Fixed Income, Trading Systems, Series 7
Education
Rensselaer Polytechnic Institute 1988 — 1993
BS, Nuclear Engineering
Xaverian HS 1984 — 1988
UBS Financial Services Inc. July 2001 - Present
Morgan Stanley July 1990 - July 2001
Skills
Series 7, Certified Financial..., Series 63
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Rice University
Certified Financial Planner - Certification Education Program
The Kinkaid School 1981 — 1985
Tasktop Technologies September 2013 - Present
Pivotal Inc. April 2013 - September 2013
VMWare September 2009 - April 2013
SpringSource May 2008 - September 2009
University of British Columbia September 2004 - June 2008
Business Objects May 2007 - August 2007
IBM Research May 2003 - August 2003
Morgan Stanley September 2000 - May 2002
Skills
Java, Eclipse, Software Engineering, Software Development, REST, JUnit, JavaScript, Subversion, Groovy, AspectJ, Spring, Linux, Scala, Computer Science, Ant, Maven2, Open Source, jQuery, OOP, Programming, Git, Distributed Systems, Spring Framework, Maven
Education
The University of British Columbia 2002 — 2008
PhD
Rice University 1994 — 1998
BA
Union Bank / HighMark Capital Management May 2015 - Present
Wells Fargo Wealth Management Group September 2003 - May 2015
UC Santa Barbara 2010 - 2011
Morgan Stanley January 1985 - April 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Asset Allocation, Financial Planning, Risk Management, Securities, Financial Analysis, Banking
Education
Kaplan University 2014 — 2015
CFP, Financial Planning and Services
University of Miami 1981 — 1983
Bachelor's degree
Rice University 1977 — 1981
Bachelor's degree
Fidelity Investments 2015 - Present
AIG 2014 - 2015
Morgan Stanley 2012 - 2014
Morgan Stanley 2011 - 2012
Brand Promotion Services 2007 - 2012
ZT Wealth 2010 - 2011
Skills
401k, Asset Allocation, Portfolio Management, Mortgage Lending, Retirement Planning, Strategic Financial..., Series 7, Fixed Income, Equities, Due Diligence, Mutual Funds, Financial Analysis, Investment Advisory, Wealth Management..., Uniform Combined State..., Investments, Private Banking, Investment Strategies, Retirement Goal Analysis, Alternative Investments, CRM, Series 66, Securities Lending, Finance, Variable Annuities, ETFs, UITs, MLPs, Alternative Investment..., Performance Reports, Client Relationship..., Business Development, Asset Management, Estate Planning, Financial Advisory, Securities, Bloomberg, Investment Management, Financial Modeling, FINRA, Personal Financial..., Financial Planners, Banking
Education
Rice University 2014 — 2014
CFP® Graduate Certificate Program, Financial Planning and Services
University of Houston-Downtown
Bachelor of Business Administration (BBA), Finance
UBS April 2014 - Present
Morgan Stanley May 2013 - April 2014
The Medicines Company February 2009 - April 2013
Merrill Lynch December 2005 - January 2009
Merrill Lynch/Bank of America December 2005 - January 2008
Merrill Lynch August 2005 - December 2005
Skills
Administrative..., PowerPoint, Vendor Management, Microsoft Excel, Microsoft Office, Employee Relations, Office Management, Team Leadership, Process Improvement, Program Management, Human Resources, Talent Management, Project Management, Team Building, Recruiting, Change Management, Outlook, Microsoft Word, Workshop Facilitation, Talent Acquisition, Clinical Trials, GCP, TMF, Site Initiation, Executive..., Budgets, Applicant Tracking..., Leadership, Interviews, Onboarding, Management, Start-ups, Teamwork, Software Documentation, Time Management, Visio
Education
Villanova University 2011 — 2011
Masters Certificate, Human Resources Management
Rider University 1999 — 2003
BA, Psychology, Psychology
Quad Partners July 2015 - Present
Moelis & Company March 2014 - June 2015
Duff & Phelps July 2013 - March 2014
Morgan Stanley June 2012 - August 2012
Nationwide Insurance May 2011 - August 2011
Federal-Mogul May 2010 - August 2010
Skills
Analysis, Investment Banking, Leadership, Strategy, Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Rider University 2008 — 2009
BBA, International Business
Federal Reserve Bank of New York November 2008 - Present
Lehman Brothers August 2005 - September 2008
Morgan Stanley 1999 - 2005
Merrill Lynch 1994 - 1999
JP Morgan Chase (Chemical Banking Corporation) 1989 - 1994
Skills
Talent Development, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Career Development, Change Management, Coaching, Leadership, Leadership Development, Organizational..., Performance Management
Education
The New School 1987 — 1989
MA, Human Resource Management and Development
Rhode Island College 1974 — 1979
BA, Speech/Theater
TripAdvisor April 2010 - Present
Internet Watch Foundation November 2007 - June 2009
Morgan Stanley January 1992 - January 1995
Skills
Content Management, HTML, Networking, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, DNS, Relationship Management, SQL, Product Management, Analytics, Wire Framing, Online Fraud, TCP/IP, Mac, Security, CRM, User Experience, Training, Web Analytics, Scalability, Agile Methodologies, E-commerce, Social Media
Education
Rensselaer Polytechnic Institute at Hartford 1998 — 2002
Masters of Science, Computer Science
Tufts University 1984 — 1988
Bachelor of Arts, Economics; French
Columbia University
Morgan Stanley May 2015 - Present
Rider University August 2014 - Present
ARAMARK March 2013 - Present
Nextgen Realty May 2014 - August 2014
HP Hood LLC May 2014 - August 2014
Subway June 2013 - August 2014
Marwa Auto Repair June 2011 - May 2012
7-Eleven January 2008 - March 2009
Skills
Microsoft Office, Microsoft Word, Access, Microsoft Excel, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax, Public Speaking, Windows, Accounts Payable, Language, Foreign Languages, Sales, Management, Marketing, Payroll
Education
Rider University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Rider University 2012 — 2016
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley September 2001 - December 2008
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2001
BS, Management: Finance and MIS
Hingham High School 1993 — 1997
The Blackstone Group June 2013 - Present
Mizuho Securities USA Inc. September 2012 - April 2013
Wachtell, Lipton, Rosen & Katz June 2012 - September 2012
Marsh & McLennan Companies, Inc. June 2005 - June 2012
New York City Law Department August 2011 - March 2012
UBS Wealth Management March 2004 - June 2005
TIAA-CREF September 2001 - March 2005
Morgan Stanley April 2000 - August 2001
Ridge Clearing October 1999 - April 2000
Estee Lauder March 1999 - October 1999
Skills
Software Project..., SMS, Wise Package Studio, InstallShield, Flexera Admin Studio, Marimba Packager, iManage FileSite, App-V Server..., WSUS, VBScript, Altiris, MSI Packaging, GridMaster Level..., App-V, Group Policy, SCCM, Desktop Engineering, Large Scale Deployments, Windows Engineering, App-V Sequencing, Active Directory..., Microsoft MDT (WIM/USMT), Troubleshooting & Tier..., Project Planning &..., End-to-End Project..., Vmware ThinApp
Education
Rider University 1992 — 1996
Bachelor of Science (B.S.), Computer and Management Information Systems
Venafi May 2008 - Present
RSA The Security Division of EMC January 2008 - March 2008
RSA Security Inc. June 1997 - March 2008
Morgan Stanley January 1987 - May 1996
Skills
Vendor Management, Customer Satisfaction, Identity Management, Enterprise Software, Information Security, Professional Services, PKI, Data Security, Solution Selling, Information Security..., Computer Security, Security
Education
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Brooklyn Technical High School 1978 — 1982
Diploma, Aeronautical Engineering
Morgan Stanley September 2014 - Present
Ernst & Young August 2008 - September 2014
Skills
Identity Management, Threat & Vulnerability..., Information Security..., IT Strategy, IT Security Assessments, IT Security Policies
Education
Rensselaer Polytechnic Institute 2004 — 2008
Management, Information Systems
Riccemento,LLC Italian Stone Products 2013 - Present
Riccemento,LLC Italian Stone Products 2013 - Present
Courtesy Cleaners, LLC August 2012 - Present
Metro Salon Services, LLC November 2007 - July 2012
Morgan Stanley September 1997 - June 2001
Skills
Customer Service, Small Business, Team Building, Strategic Planning, Sales, Public Speaking, Marketing, Microsoft Office, Sales Management, New Business Development, Coaching, Social Media, Marketing Strategy, Negotiation, Microsoft Excel, Advertising, Microsoft Word, Business Planning, Social Networking
Education
Classical High School 1978 — 1982
Rhode Island College
JPMorgan Chase 2014 - Present
BlackRock 2007 - 2013
Morgan Stanley 1997 - 2007
PwC 1993 - 1997
Skills
RSA Archer eGRC..., Outlook, Microsoft Word, Excel,..., Financial Reporting, Accounting, Sarbanes-Oxley Act, Forecasting, Internal Controls, Internal Audit, Auditing, Analysis, Budgets, Financial Risk, Project Management, Sarbanes-Oxley, Private Equity, Project Planning, Investments, Hedge Funds, Valuation, Financial Analysis, Microsoft Excel, Fixed Income, Due Diligence, Vendor Management, Derivatives, Business Process..., SEC filings, Investment Banking, Enterprise Risk..., Corporate Finance, Corporate Governance, Financial Audits, Equities, Alternative Investments, Strategic Financial..., Process Improvement, Fund Administration, Portfolio Management, Mergers & Acquisitions, Risk Assessment, Capital Markets, Banking, Risk Management, Operational Risk..., Management, Financial Modeling, Operational Risk, Finance, Financial Services
Education
Rensselaer Polytechnic Institute 1989 — 1993
Bachelor of Science in Management, Accounting and Economics, Graduated Cum Laude
Bronx High School of Science
Hewlett-Packard September 2013 - Present
Hewlett-Packard July 2011 - August 2013
LG Electronics July 2008 - June 2011
McKinsey & Company June 2006 - June 2008
McKinsey & Company October 2000 - May 2006
SoftBank nPlatform June 2000 - August 2000
Morgan Stanley May 1999 - August 1999
Clarion Securities Asia July 1997 - June 1998
McKinsey & Company August 1994 - June 1997
Skills
Corporate Development, Business Strategy, Strategy, Management Consulting, Market Entry, Strategic Planning, Acquisition Integration, Business Development, Mergers, Strategic Partnerships, New Business Development, Venture Capital, Organizational Design, Growth Strategies, Change Management, Business Transformation, Start-ups, Product Management, Competitive Analysis, M&A experience
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Rice University 1990 — 1994
Bachelors, Chemical Engineering & Economics
Morgan Stanley March 2010 - Present
Merrill Lynch January 2006 - March 2010
Telcordia Technologies June 1989 - January 2006
Skills
Process Improvement, Enterprise Architecture, IT Strategy, IT Management, Risk Management, SDLC, Project Management, Visio, Integration, Software Project..., Vendor Management, PMP, Testing, Strategy, Requirements Analysis, Outsourcing, Business Analysis, SQL, Requirements Gathering, Unix, Project Portfolio..., Program Management, Solution Architecture, Disaster Recovery, Governance, Software Development, Business Intelligence, Cross-functional Team..., PMO, Business Process..., Data Center, Management, Data Analysis, Analysis, Six Sigma, Project Planning, Business Process
Education
Rensselaer Polytechnic Institute
MS, Applied Math
Utica College
BA, Mathematics
TD July 2011 - Present
Morgan Stanley March 1999 - July 2011
Chase Manhattan Mortgage Corporation April 1998 - February 1999
Skills
Administrative..., Office Administration, Outlook
Education
Rider University 1985 — 1989
Bachelor of Science (B.S.), Office Administration
Vista Equity Partners August 2015 - Present
Vista Equity Partners May 2013 - June 2015
Jones Graduate School of Business December 2013 - May 2015
Morgan Stanley January 2013 - May 2013
Technomedia August 2011 - December 2012
Skills
Research, Data Analysis, Business Development, Analysis, Financial Accounting, Financial Services, Business Communications, Content Strategy, Financial Analysis, Leadership, Bloomberg, Finance, Corporate Finance
Education
Rice University 2011 — 2015
Degrees in Mathematical Economic Analysis and Managerial Studies
St. Stephen's Episcopal School 2005 — 2011
High School Diploma
Morgan Stanley March 2006 - September 2010
Bear Stearns April 2004 - March 2006
Derivatives Portfolio Management November 2001 - April 2004
Education
Rider University 1998 — 2001
Bachelor of Science (B.S.), Finance
Sabby Capital September 2015 - Present
Sabby Capital February 2012 - August 2015
AM Investment Partners May 2007 - December 2010
Citi March 2004 - May 2007
Morgan Stanley June 1998 - March 2004
Skills
Securities, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Equities, Derivatives, Fixed Income, Capital Markets, Alternative Investments, Series 7, Trading Systems, Options
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS, Management
Bank of America Merrill Lynch July 2015 - Present
Rider University September 2014 - May 2015
Lisa P. Gill, CPA, PC/ Harvest Wealth Solutions/ Tri*Stars Academic and Athletic Academy June 2014 - August 2014
Rider University October 2013 - April 2014
EXPRESS October 2013 - March 2014
Morgan Stanley June 2013 - September 2013
Gloucester County Utilities Authority June 2012 - September 2012
Deptford Township Schools June 2011 - September 2011
Skills
Social Media, Marketing, Microsoft Office, Presentations, Online Marketing, Prezi, Online Advertising, SWOT analysis, Advertising, Finance, Smartboard, Social Networking, Photoshop, Public Speaking, Office Administration, Office Management
Education
Rider University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.1
Deptford Township High School 2007 — 2011
H.S. Diploma, 3.7
AIG April 2015 - Present
LBi Software 2014 - 2015
QBE Insurance 2012 - 2014
Fortress Investment Group 2011 - 2012
NBTY Incorporated 2010 - 2011
Ivy Asset Management/Bank of NY Mellon 2008 - 2010
Microsoft Corporation 2004 - 2007
JPMorgan Chase 2002 - 2004
Morgan Stanley 1999 - 2002
LBi Software - AXA Financial/Equitable Life 1989 - 1998
Skills
IT Strategy, Software Project..., SDLC, Program Management, PMO, Agile Methodologies, Management, Vendor Management, Business Analysis, Enterprise Architecture, Integration, Software Development, Business Intelligence, Requirements Analysis, Cloud Computing, Financial Services, SOA
Education
Rensselaer Polytechnic Institute 1980 — 1984
BS, Computer Science
linkedFA January 2010 - March 2010
BMS June 2007 - July 2009
Morgan Stanley July 2006 - January 2007
Schering-Plough November 2005 - May 2006
Citigroup June 2005 - October 2005
The College Board February 2004 - February 2005
Schering-Plough Research Institute August 2003 - November 2003
AIG October 2002 - January 2003
Pfizer December 2001 - May 2002
City of New York, Administration for Children's Services April 2000 - January 2002
Skills
Quality Assurance, Management Consulting, Business Process, Gap Analysis, Process Improvement, SDLC, Integration, Software Documentation, Training, Business Analysis, Management, Project Management, Consulting, Software Development, Analysis, Testing, Business Requirements, Databases, Project Planning, Forecasting, General Ledger, Product Management, Access, Start-ups, Data Warehousing, PMO, Strategy, Human Resources, Oracle, Program Management, Vendor Management, Budgets
Education
Rider University 1972 — 1978
MBA
Waste Management, Inc. June 2010 - September 2014
Waste Management January 2001 - May 2010
Morgan Stanley January 1997 - December 2000
Mobil Natural Gas August 1986 - October 1996
Skills
Business Analysis
Education
Rice University
BA
Morgan Stanley May 2003 - Present
Metromedia Fiber Networks 1997 - 2000
Worldcom 1995 - 1997
Boswell Engineering 1993 - 1995
Skills
Vendor Management, Project Management, Facilities Management, Construction, Property Management, Cabling, Program Management, Contract Negotiation, Project Planning, Contract Management, Management, Budgets, Leadership, Operations Management, Change Management
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS
Morgan Stanley February 2007 - Present
The Benny Fund January 2014 - Present
General Electric 2005 - 2007
General Electric 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, Finance & Economics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2002
Bachelor of Science (B.S.), Managment & Technology (Finance & MIS)
East Hampton, CT (EHHS) 1994 — 1998
Hedge Fund 2010 - Present
Goldman Sachs 2009 - 2010
Morgan Stanley 2008 - 2009
IBM Research - Mathematical Sciences 2000 - 2005
Skills
Hedge Funds, Derivatives, Time Series Analysis, Interest Rate..., Statistical Arbitrage, KDB+, Quantitative Investing, Predictive Modeling, Electronic Trading, Market Data, Rates, Analytics, Financial Risk, Quantitative Finance, Trading Systems, Trading Strategies, Equity Derivatives
Education
Rensselaer Polytechnic Institute
Master of Science, Computer Science - AI and Machine Learning
The University of Connecticut
Bachelor of Science in Engineering, Computer Science and Engineering
Morgan Stanley July 2013 - Present
Morgan Stanley June 2011 - July 2013
Societe Generale July 2006 - June 2011
SIAC/NYSE Euronext May 2003 - July 2006
Skills
SDLC, Market Data, Trading Systems, Information Technology, Change Management
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Management
Edwards Lifesciences February 2012 - January 2014
PIMCO February 2010 - December 2011
Morgan Stanley July 2007 - November 2008
Best Buy July 2002 - July 2007
Skills
Recruiting, Talent Management, Applicant Tracking..., Talent Acquisition, Onboarding, Employer Branding, Training, Interviews, Employee Benefits, New Hire Orientations, Employee Training
Education
Rider University 2003 — 2007
Bachelor of Science, Business Administration
Morgan Stanley May 2015 - Present
Goldman Sachs June 2010 - April 2015
Broadridge 2009 - 2010
EastNets 2008 - 2009
Goldman Sachs 2006 - 2008
Citigroup August 2004 - February 2006
Education
Rensselaer Polytechnic Institute 2000 — 2004
Morgan Stanley June 2002 - Present
Getronics September 1999 - February 2003
Solvay America 1989 - 1997
Skills
IT Strategy, Program Management, Outsourcing, Vendor Management, Risk Management, Solution Architecture, Disaster Recovery, Project Management, Enterprise Architecture, Management, Business Analysis, SDLC, IT Management, Change Management, Software Project..., ITIL, Process Improvement, Strategy, Security, Integration, Data Center, PMO
Education
Rice University 1985 — 1989
Destination Denver Realty March 2013 - Present
Destination 5280 September 2012 - March 2013
Hive August 2009 - June 2011
Morgan Stanley June 1992 - January 2001
Skills
Microsoft Office, Customer Service, Office Management, Relocation Advice, Corporate Relocation, Multi-tasked, Multi-country, Organization
Education
University of Colorado at Boulder - Leeds School of Business 1988 — 1992
Bachelor of Science (B.S.), Marketing
Richmond, The American International University in London
Morgan Stanley January 2010 - Present
Morgan Stanley February 2006 - January 2010
Globix July 2000 - January 2006
Pitney Bowes July 1997 - August 1999
Skills
Leadership, Cubicles, SDLC, Unix, Business Analysis, IT Strategy, Software Development, Software Project..., Sybase, Integration, Risk Management, Linux, Project Management, Perl, PMO, ITIL, Service-Now, Service-now.com, Salesforce.com..., GoLang
Education
Rensselaer Polytechnic Institute 1996 — 2000
B.S., Computer and Systems Engineering
NC State University June 2012 - Present
Merrill Lynch June 2007 - July 2010
Lehman Brothers 2006 - 2007
Morgan Stanley 2000 - 2006
Microsoft Corporation 1999 - 1999
Skills
Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Equities, Electronic Trading, Business Analysis, Capital Markets, Agile Methodologies, FX Options, Equity Swaps, C++, Options, Structured Products, Risk Management, C#, Equity Derivatives, SQL, Interest Rate..., Hedge Funds, VBA, Credit Derivatives, Java, Swaps, Middle Office, Sybase, Market Data
Education
NC State 2012 — 2015
Master's degree, Computer Science, 4.0
Rensselaer Polytechnic Institute 1997 — 2000
Bachelor's degree, Dual Major in Computer Science and Mathematics
Bank of America August 2009 - Present
Morgan Stanley August 2007 - August 2009
Merrill Lynch 2005 - 2007
Skills
Valuation, Fixed Income, Credit Derivatives, Market Risk, Derivatives
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Information Technology & Finance
Stryker August 2013 - Present
Morgan Stanley March 2012 - July 2013
UBS Investment Bank October 2010 - March 2012
UBS Financial Services July 2006 - October 2010
UBS Wealth Management July 2006 - July 2008
NYS Office of the State Comptroller 2003 - 2006
Skills
Project Management, Data Center, Cross-functional Team..., Business Analysis, PMO, PMP, Project Portfolio..., Product Management, Microsoft Office, Team Management, Virtual Teams, Business Networking, Vendor Management..., Contract Negotiation, ITIL Certified, Six Sigma, Vendor Management
Education
2016 Candidate 2015 — 2019
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
BS, MIS/Finance/Psychology
Tabor Academy 1999 — 2002
Morgan Stanley November 2013 - Present
Citigroup July 2010 - July 2013
Citigroup March 2006 - June 2010
Moody's KMV August 2004 - December 2005
Skills
Quantitative Analytics, Fixed Income, Portfolio Management, Quantitative Finance, Derivatives, Options, Electronic Trading, Quantitative Research, Credit Derivatives, Algorithms, Equity Trading, Proprietary Trading, Risk Management, Trading, Market Risk, Trading Strategies, KDB, C++, R, Python, Matlab, Bonds
Education
Stanford University
Ph.D., Management Science and Engineering
Rensselaer Polytechnic Institute
M.E., Operations Research and Statistics
Shanghai JiaoTong University
B.S., Electrical Engineering
American Express October 2012 - Present
Morgan Stanley April 2010 - August 2012
Ernst & Young August 2007 - April 2010
Skills
Financial Modeling, Capital Markets, Financial Analysis, Information Technology, Sarbanes-Oxley Act, Operational Risk..., Financial Risk, Auditing, Governance, Banking, External Audit, SOX 404, Financial Services, Finance, Internal Controls, Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
Bachelor of Science (B.S.), Management, Finance
Morgan Stanley July 1996 - Present
Bankers Trust January 1994 - July 1996
Skills
Equities, Trading Systems, Securities, Sybase, Architecture, Project Management, Information Architecture, Business Analysis, Visio, User Acceptance Testing, Databases, SOA, Securities Lending, Perl, Unix, C++, DB2
Education
Saint Peter's University 1991 — 1993
BA, History
Rensselaer Polytechnic Institute 1989 — 1991
Architecture
Barclays Capital March 2009 - Present
Bear Wagner Specialists September 2002 - March 2009
Goldman Sachs 2001 - 2002
morgan stanley 2000 - 2001
SIAC 1999 - 2000
Bellcore 1995 - 1999
Skills
System Architecture, Distributed Systems, OOP, C++, Trading Systems, Unix, Structured Products, Options, Multithreading, Equities, Perl, Design Patterns, Agile Methodologies
Education
Rensselaer Polytechnic Institute 1991 — 1995
Morgan Stanley July 2014 - Present
Wells Fargo Advisors January 2011 - March 2014
Wells Fargo Advisors December 2007 - January 2011
Citi 2006 - 2008
Citi 2004 - 2006
Citi 2002 - 2004
Citi 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Series 7, Wealth Management, Mortgage, Sales Management, P&L Management, Mortgage Lending, Credit, Consumer Lending, Banking, Credit Analysis, Sales, Cross Selling, Insurance, Series 63, Loans, Relationship Management, Finance, Financial Services
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
Bachelor of Science (BS), Management
J.P. Morgan August 2014 - Present
Castleton Commodities International April 2013 - July 2014
Morgan Stanley August 2011 - March 2013
Sentinel Trust Company April 2008 - August 2011
Skills
Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Private Equity, Venture Capital, Emerging Markets, Equities, Bloomberg, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investment Banking, Asset Management, Investments
Education
Rice University 2004 — 2007
Bachelor of Arts, Mathematics
Genentech April 2013 - Present
ZS Associates June 2007 - April 2013
Morgan Stanley January 2006 - December 2006
Skills
Business Analytics, Analytics
Education
Rensselaer Polytechnic Institute 2005 — 2007
University of Michigan 2001 — 2005
B. Eng., Computer Engineering
Fidelity Investments October 2014 - Present
JPMorgan Chase June 2013 - October 2014
Morgan Stanley May 2010 - June 2013
Fidelity Investments May 2009 - 2010
Merrill Lynch December 2006 - 2009
Merrill Lynch January 2004 - December 2006
Merrill Lynch June 2004 - 2006
Education
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor's degree, Management Information Systems, General
J.P. Morgan May 2012 - Present
Morgan Stanley December 2009 - May 2012
hakia September 2007 - December 2009
Goldman Sachs July 2004 - August 2008
Brooks Brothers June 2000 - July 2004
Education
Rensselaer Polytechnic Institute 2002 — 2004
MS, MIS
Rutgers University-New Brunswick 1996 — 2000
BS, Computer Science
Morgan Stanley December 2011 - Present
Hudson City Savings Bank April 2011 - December 2011
Bank of America March 2008 - April 2011
Credit Suisse March 2007 - December 2007
KeyBank, National Consumer Finance January 2003 - February 2007
Champion Mortgage February 1994 - December 2002
Midcoast Mortgage 1984 - 1994
Skills
Mortgage Lending, AML, Financial Risk, Loans, Compliance, OFAC, Banking, USA PATRIOT Act, Credit
Education
Rider University
Management
George Mason University August 2005 - Present
* January 1989 - Present
Maslow Media @ Morgan Stanley 2000 - 2005
Morgan Stanley 2000 - 2005
University of Pittsburgh April 1989 - August 1994
Skills
Photography, Art, Digital Photography, Mac, Adobe Creative Suite, Fine Art, Photoshop, InDesign, Fine Art Photography, Image Editing, Video Production, Lightroom, Image Manipulation, Film
Education
Rhode Island School of Design 1994 — 1996
MFA, Photography
University of Pittsburgh
BA, Writing
Thomson Reuters May 2012 - Present
Bank of America October 2009 - April 2012
Merrill Lynch February 2008 - April 2012
Bennitt Parters LLC April 2004 - January 2007
Morgan Stanley 2006 - 2007
Morgan Stanley January 1994 - April 2000
Morgan Stanley Dean Witter 1994 - 2000
IBM 1991 - 1994
Skills
Trading Systems, Market Data, Electronic Trading, Derivatives, Statistical Arbitrage, Low Latency, Equity Derivatives, Financial Markets, Equities, Fixed Income, Reference Data, High Frequency Trading, Securities, Portfolio Management, Trading System, Program Trading, Hedge Funds, Corporate Actions, Quantitative Analytics, Emerging Markets, Private Equity, SDLC, Financial Risk, Asset Management, FX Options, Financial Services, Investment Banking, Trading, Options, ETFs, Capital Markets, Back Office, Order Management, Quantitative Finance, Trading Strategies, Series 7, Risk Management, Equity Trading, Middle Office, Valuation, Basel II, Credit Derivatives, Prime Brokerage, Proprietary Trading, Alternative Investments, Exchange Connectivity, Series 63, Portfolio Optimization
Education
Rensselaer Polytechnic Institute 1988 — 1991
MS, Computer Science
Union College 1986 — 1988
Bachelor of Science (B.S.)
JPMorgan Chase & Co. April 2013 - Present
RBC October 2010 - Present
Citi May 2009 - October 2010
Morgan Stanley December 2008 - May 2009
Lehman Brothers September 2006 - November 2008
Barclays Capital January 2005 - September 2006
Dow Jones September 1999 - December 2004
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1996 — 1998
Morgan Stanley January 2014 - Present
Morgan Stanley May 2010 - January 2014
Morgan Stanley June 2006 - May 2010
Morgan Stanley June 1999 - June 2006
Morgan Stanley September 1996 - June 1999
Morgan Stanley August 1994 - September 1996
Morgan Stanley June 1993 - August 1994
Morgan Stanley October 1992 - June 1993
Skills
Information Security..., Mainframe, Internal Audit, IT Risk Management, Risk Management, Data Security, Metrics Reporting, IT Security Best..., Process Engineering, IT Audit, Data Center, Information Security, Vendor Management, Security, CISSP, Financial Risk, IT Strategy, Analytics, Data Analysis, Vulnerability Assessment, IT Security Assessments
Education
Rensselaer Polytechnic Institute 1988 — 1992
Bachelor of Science, Computer Science
Valley Stream Central High School 1982 — 1988
State Street Alternative Investment Solutions February 2012 - December 2012
Morgan Stanley March 2006 - January 2012
Capital Trust May 2005 - March 2006
Deloitte September 2000 - May 2005
Education
Rider University 1996 — 2000
Bachelor of Science, Accounting
Howell High School
Crestron Electronics March 2012 - Present
Morgan Stanley January 2003 - March 2012
Kiodex 2000 - 2003
Credit Suisse First Boston 1997 - 2000
American Management Systems (AMS) 1994 - 1997
Skills
Bash, Business Analysis, C, Cloud Computing, Databases, Derivatives, Design Patterns, Distributed Systems, Electronic Trading, Fixed Income, IT Strategy, Integration, JMS, Java, Java Enterprise Edition, Linux, Project Management, Risk Management, SQL, Shell Scripting, Software Development, Software Project..., Trading Systems, UML, Web Services
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Computers and Systems Engineering, Management
perq coffee bar & out and about coffee February 2010 - Present
the lollicake queen November 2010 - April 2015
Alinea Management Corporation 2005 - December 2010
American Financial Advisors, Inc January 2002 - September 2005
Quick & Reilly January 2001 - January 2002
Morgan Stanley 1997 - 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Business Development, Strategic Planning, Business Strategy, New Business Development, Sales Management, Marketing Strategy, Project Management, Program Management, Account Management, Small Business Marketing, Bakery, Specialty Coffee, Advertising, Social Media Marketing, Marketing, Start-ups, Online Advertising, Email Marketing, Online Marketing, Social Networking
Education
University of Florida - Warrington College Of Business 2003 — 2005
MBA, Business Administration, Management and Operations
Rhode Island College 1993 — 1997
BSW, Social Work & Political Science
Morgan Stanley May 2002 - Present
Metromedia Fiber Networks 1997 - 2001
WorldCom 1996 - 1997
Boswell Engineering 1994 - 1996
Skills
Vendor Management, Project Management, Facilities Management, Cabling, LEED AP, PMP, Problem Solving, Program Management, Strategy, Project Planning, Project Portfolio..., Management, Leadership
Education
Rensselaer Polytechnic Institute 1989 — 1993
Rensselaer Polytechnic Institute 1989 — 1993
BS, Civil Engineering
Rensselaer Polytechnic Institute 1989 — 1993
BS, Civil Engineering
Goldman Sachs Director, Quantitative Analytics Research GroupStandard & Poor'sJanuary 2007 - July 2015
Morgan Stanley January 2004 - January 2007
Skills
Quantitative Finance, Quantitative Analytics, Market Risk, Credit Derivatives, Derivatives, credit risk, pricing, Structured Products
Education
University of Illinois at Chicago 1991 — 1997
Ph.D., Mathematics
Rensselaer Polytechnic Institute
B.S., Physics
Morgan Stanley February 1997 - Present
Education
Rensselaer Polytechnic Institute 1992 — 1996
BS, Mathematics
University of Sussex 1994 — 1995
Mathematics
Oaktree Capital Management March 2010 - Present
Morgan Stanley September 2003 - March 2010
The American School in Japan June 1999 - July 2000
Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Fund Of Funds, Asset Allocation, Investment Strategies, Portfolio Management, Investments, Private Equity, Mutual Funds, Wealth Management, Derivatives, Financial Modeling, Valuation, Investment Banking, Capital Markets, Alternative Investments, Asset Managment, Institutional Investors
Education
Richmond, The American International University in London 2001 — 2002
MBA, Business
University of California, Los Angeles 1993 — 1998
BS, Physiology
Ukiah High School 1989 — 1993
Siemens Healthcare December 2014 - Present
Young AFCEA December 2013 - December 2014
CACI International Inc June 2014 - November 2014
CACI International Inc February 2010 - June 2014
Morgan Stanley June 2009 - February 2010
Lehman Brothers/Barclays Wealth February 2008 - February 2009
Presidential Financial July 2007 - February 2008
AXA Advisors/Northwestern Mutual/Brandywine Investments February 2005 - April 2007
Six Flags Great Adventure June 2001 - September 2004
Skills
Financial Modeling, Finance, Internal Audit, Analysis, Active TS/SCI Clearance, Government Contracting, Inventory Management, Accounting, Microsoft Office, Budget Forecasts, Procurement, DoD, Software Documentation, Budgets, Security Clearance, Process Improvement, Project Management, Accounts Payable, Contract Management, Program Management, Government, Policy, Accounts Receivable, Internal Controls, Access, Costpoint, Earned Value Management, Government Procurement, Leadership, Proposal Writing, Variance Analysis
Education
Rider University 2004 — 2007
BS, Finance
St. John's University 2003 — 2004
Pemberton Township HS
Moody's Corporation March 2013 - Present
Morgan Stanley September 2011 - March 2013
Morgan Stanley January 2010 - September 2011
morgan stanley 2008 - 2010
Morgan Stanley 2002 - 2008
Skills
Derivatives, Basel II, Risk Management, Credit Risk, Financial Risk, Equities, Liquidity Risk, Portfolio Management, Middle Office, Securities, Credit, Counterparty Risk, Trading, Securitization, Fixed Income, Capital Markets, Hedge Funds, Prime Brokerage, Financial Reporting, Structured Products, Product Control, Market Risk, Investment Banking, Credit Derivatives, Loans, Treasury, Finance, Liquidity, Interest Rate..., Options, Swaps, Securities Lending, Alternative Investments, Trading Systems, Financial Regulation, Equity Derivatives, Commodity, Settlement, Bloomberg, Bonds, FX Options, Financial Markets, Funding, Operational Risk, Structured Finance, Collateral Management, Emerging Markets, Hedging, Operational Risk...
Education
Rider University 1987 — 1991
Bachelor of Science (BS), Finance
Rider University 1987 — 1991
Master of Business Administration (MBA), Finance
UC Irvine The Paul Merage School of Business October 2012 - April 2015
Citi Group November 2010 - April 2011
Morgan Stanley April 2005 - June 2010
Accenture June 1999 - March 2005
Skills
Program Management, Requirements Gathering, Functional..., Data Analysis, SDLC, PMP, Process Improvement, Consulting, Vendor Management, Management Consulting, Business Process...
Education
Institute of Integrative Nutrition 2014 — 2015
Holistic Health Coach
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 1999
Masters of Science, Management Information Systems
Rensselaer Polytechnic Institute 1994 — 1998
Bachelor of Science, Biochemistry and Biophysics
Lenox Memorial High School 1990 — 1994
JMP Group September 2014 - Present
Wells Fargo Bank June 2011 - September 2014
Jefferies & Company October 2008 - June 2011
Morgan Stanley 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Rensselaer Polytechnic Institute
B.S., Computer and Systems Engineering
UBS Investment Bank February 2011 - Present
Credit Suisse 2010 - March 2011
Morgan Stanley October 1996 - April 2010
Skills
C++, System Architecture, Team Building, Derivatives, Equities, Prime Brokerage, Grid Computing, Java, Perl, Python, Equity Derivatives, Risk Management, Structured Products, Fixed Income, Trading Systems, Market Risk, Credit Derivatives, Options, Hedge Funds, Quantitative Finance, Distributed Systems, Interest Rate..., Investment Banking, FX Options, Sybase
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1996
MS, Mathematics
Rice University 1984 — 1988
BA, Mathematics & Economics
Garrison Investment Group May 2015 - Present
Deutsche Bank August 2013 - May 2015
Morgan Stanley June 2012 - August 2013
Royal Bank of Scotland August 2006 - May 2012
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Financial Modeling, ABS, Structured Products
Education
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science in Management; Bachelor of Science in Economics
Morgan Stanley April 2012 - Present
Morgan Stanley January 2011 - May 2012
Morgan Stanley July 2004 - December 2010
Mercer June 1988 - June 2004
Skills
Defined Benefit, 401k, Pensions, Actuarial Science, Investments, Employee Benefits, Mergers, Bloomberg, ERISA, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Problem Solving, Customer Service, Health & Welfare..., Investment Committee, HR Communications, FICA, Process Improvement, Performance Metrics, Executive Benefit..., Government Filings, Proxy Statements, Pension Risk Management, Mergers & Acquisitions, Risk Management, Human Resources
Education
Rensselaer Polytechnic Institute 1982 — 1986
BS, Interdisciplinary Science (Math, Computer Science, Physics)
Falls Church High School 1978 — 1982
S&P Capital IQ June 2015 - Present
Morgan Stanley February 2011 - May 2015
Morgan Stanley June 2006 - February 2011
UBS Wealth Management September 2000 - June 2006
International Business Machines June 1998 - September 2000
Skills
Business Intelligence, QlikView, Data Warehousing, Java, JavaScript, Servlets, Cognos, AJAX Toolkit, Unix, SOAP, Requirements Analysis, Appliance Repair, SOA, Enterprise Software, Dashboard, SDLC, SQL
Education
Rensselaer Polytechnic Institute 1998 — 2000
M.S., Computer science
Stony Brook University 1994 — 1998
B.S., Computer science
Peace Financial AdvisorUBSFebruary 2009 - February 2010
Morgan Stanley December 1983 - January 2009
Skills
Securities
Education
Rice University 1976 — 1980
BA, Economics
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
Macmillan October 2014 - Present
Macmillan Education April 2006 - October 2014
W.H. Freeman & Company April 2006 - April 2007
Bedford, Freeman & Worth Publishing Group December 2003 - April 2006
Bedford, Freeman & Worth Publishing Group May 2003 - December 2003
Morgan Stanley January 2003 - May 2003
Skills
Operational Efficiency, Systems Analysis, Training & Development, Sustainable Development, Media Production, Consultative Selling, Inside Sales, Sales Support, Sales Operations, Selling, Employee Training, Training, Sales, Email Marketing, Management, CRM, Marketing, Strategy, Customer Service, Editorial
Education
Rider University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Seton Hall University 1999 — 2003
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Morgan Stanley 2011 - Present
Charles Schwab 2002 - 2010
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1998
Charles Schwab 1994 - 1997
Skills
Retirement, Financial Services, Analysis, Business Analysis, Series 63, Process Improvement, Training, Leadership, Management, Project Management, IRAs, Pensions
Education
Rhode Island College
Art History and Classical Area Studies
Morgan Stanley August 2013 - Present
University of Chicago Booth School of Business August 2011 - June 2013
Morgan Stanley June 2012 - August 2012
BP June 2010 - August 2011
BP June 2009 - June 2010
BP June 2008 - June 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Business Development, Financial Analysis, Commodities, Commodity Markets, Valuation, Trading, Hedging, Data Analysis, Derivatives, Financial Econometrics, Market Analysis, Due Diligence, Mergers & Acquisitions, Electricity Markets, Natural Gas, Risk Management, Capital Markets, Energy
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Finance
Rice University 2003 — 2007
BA, Computational and Applied Mathematics, Economics
Federal Home Loan Bank of New York September 2013 - December 2013
Federal Home Loan Bank of New York May 2011 - July 2012
Federal Reserve Bank of New York April 2008 - March 2011
JPMorgan Chase April 2007 - April 2008
Morgan Stanley 2006 - 2006
Education
University College London, U. of London 2012 — 2013
Master of Science (MSc), Cognitive and Decision Sciences
Rensselaer Polytechnic Institute 2003 — 2007
B.S., Computer Science
Plano East Senior High
ERA Group Inc. April 2012 - September 2014
Deutsche Bank Securities April 2009 - April 2012
UBS Investment Bank February 2004 - April 2009
Morgan Stanley April 1998 - February 2004
Education
University of Houston Law Center 1989 — 1992
J.D., Law
Rice University 1985 — 1989
B.A., English
Lee's Summit High School 1982 — 1985
Morgan Stanley May 2014 - Present
Chatham University March 2012 - May 2013
PwC January 2013 - March 2013
Giant Eagle May 2011 - August 2011
Gannett Fleming Inc May 2010 - August 2010
Rensselaer Polytechnic Science Center September 2009 - May 2010
Skills
Microsoft Office, Tracker, Customer Service, Team Management, Social Media, Event Planning, Research, Google Docs, Accounting, 1099 Preparation, Citrix, Copy Editing, Brand Development, Teamwork, Team Leadership, Figure Drawing, Drawing, Acrylic Painting, Twitter, Instagram, Facebook Marketing, SPSS, Eviews, iPhone, Computer Proficiency, Computer Maintenance, PowerPoint, Social Networking, OS X, Microsoft Excel, Microsoft Word, Leadership, Facebook, Time Management, Public Speaking, Data Analysis, Marketing
Education
Chatham University 2010 — 2013
Accounting/Marketing Management
Rensslear Polytechnic Institute (2009-2010) 2009 — 2010
Civil Engineering
Quaker Valley High School (2005 2005 — 2009
2009
Rensselaer Polytechnic Institute
Morgan Stanley September 2015 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers February 2008 - September 2008
Synopsys Inc 2004 - 2006
CMC LTD January 2001 - June 2002
Skills
Investment Banking, SDLC, Derivatives, Trading Systems, Sybase, Java, Hibernate, Spring Framework, Java Enterprise Edition, Agile Methodologies, Oracle, SQL, Eclipse, PL/SQL, JMS, Market Data, Business Analysis, Fixed Income, Interest Rate Swaps
Education
Rensselaer Polytechnic Institute
Masters in Information Technology
Bank of the West June 2015 - Present
Bank of America June 2011 - May 2015
Morgan Stanley April 2004 - June 2011
JPMorganChase September 2002 - April 2004
The Boston Consulting Group June 2001 - September 2002
Skills
Leadership, Strategy, Banking, Business Strategy, Wealth Management, Series 7, Financial Services, Mergers & Acquisitions, Capital Markets, Investments, Fixed Income, Risk Management, Asset Management, Securities, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA
University of Leeds 1991 — 1995
MEng
Rensselaer Polytechnic Institute
Nomura April 2013 - Present
Credit Suisse June 2012 - March 2013
UBS July 2009 - June 2012
SAC Capital March 2007 - January 2009
Lehman Brothers April 2004 - March 2007
Morgan Stanley March 2002 - April 2004
AIG Trading Group March 1997 - March 2002
Citibank NA May 1994 - March 1997
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley October 2013 - Present
Citi April 2012 - August 2013
RBC Capital Markets February 2011 - April 2012
Morgan Stanley 2006 - 2009
Prudential Financial 2000 - 2006
Financial Software Systems 1998 - 2000
XRT 1997 - 1998
Skills
Credit Risk, Derivatives, Counterparty Risk, Market Risk, Quantitative Finance, FX Options, Commodity, Exchange Traded..., Interest Rate..., Equity Derivatives, Business Analysis, Electronic Trading, Fixed Income, Credit Derivatives, Trading Systems, Swaps, Structured Products, Options, Capital Markets, Equities
Education
Virginia Polytechnic Institute and State University 1996 — 1997
Physics
Rensselaer Polytechnic Institute 1994 — 1996
MS, Physics
Millersville University of Pennsylvania 1990 — 1994
BS, Physics
Morgan Stanley April 2009 - Present
Merrill Lynch June 2000 - April 2009
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Estate Planning, High Net Worth..., Alternative Investments, 401k, Mortgage Lending, Loans, Options
Education
Rider University 1996 — 2000
Bachelor, Finance & Computer Science
Morgan Stanley March 2015 - Present
Financial Industry Regulatory Authority January 2014 - March 2015
Financial Industry Regulatory Authority October 2011 - January 2014
Royal Health Care May 2010 - August 2010
State of New Jersey January 2010 - May 2010
Skills
Microsoft Office, Economics, Networking, Finance, Management, Outlook, Microsoft Excel, Research, PowerPoint, Microsoft Word, Customer Service, Project Management, Financial Markets, FINRA, NYSE, Stock Exchange, Equities, Compliance, Financial Services, Series 7, Trading, Equity Trading, Financial Regulation, OATS, Reg Sho, Trade Reporting, Fixed Income
Education
Rider University 2007 — 2011
B.A, Economics
Newfield High School 2003 — 2007
Advance Regents Diploma
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney April 2010 - December 2013
Merrill Lynch August 2008 - March 2010
Merrill Lynch April 2007 - July 2008
Merrill Lynch October 2005 - April 2007
Merrill Lynch April 2002 - September 2005
Skills
Series 7, Wealth Management, Retirement Planning, Series 66, Financial Planning, Retirement, 401k, IRA's, Insurance, NaviPlan, Chartered Retirement..., Chartered Retirement..., MoneyGuidePro, Strategic Financial..., Financial Advisory, Fixed Income, Financial Analysis, Mutual Funds, Investments, Asset Allocation, Wealth Management..., Finance, Wealth, IRAs
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Biomedical Engineering
Morgan Stanley January 2012 - Present
Morgan Stanley March 2009 - January 2012
Morgan Stanley March 2006 - March 2009
Morgan Stanley September 1998 - March 2006
Prudential Financial September 1993 - September 1998
Skills
Accounting, Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Investments, Mortgage Lending, Securities, Capital Markets, Bloomberg, Valuation
Education
Rider University
Bachelor of Science/ MBA, Accounting
Supremia International April 2012 - Present
ContourGlobal September 2008 - January 2012
Morgan Stanley January 2007 - September 2008
Skills
Executive Support, Office Management, Administrative..., Outlook, Microsoft Excel, Event Planning, Human Resources, Time Management, Budgets
Education
Rider University
Bachelor of Science, Business Administration
Nymbol Technology LLC August 2012 - Present
Self Employed 2006 - 2009
QSSI 2006 - 2009
BNX System Corp 2003 - 2005
Goldman Sachs 2001 - 2002
Goldman Sachs 1993 - 2001
Morgan Stanley 1987 - 1993
Morgan Stanley 1984 - 1987
Education
Rensselaer Polytechnic Institute at Hartford 1975 — 1978
Master of Science (MS), Computer Science
NC State University 1971 — 1975
Bachelor of Science (BS), Computer Science
SunTrust Robinson Humphrey July 2013 - Present
J.P. Morgan May 2010 - July 2013
Morgan Stanley October 2008 - May 2010
Bear Stearns 2006 - 2008
Education
Rider University 1992 — 1996