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
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Morgan Stanley Employees
Employee
Years
Job
Industry
Alexander Forostenko Alexander Forostenko's Morgan Stanley Experience January 2009 - August 2012
Job Deputy Head of Regulatory Affairs at Royal Bank of Scotland
Industry Law Practice
Experience
Royal Bank of Scotland May 2012 - Present
Morgan Stanley January 2009 - August 2012
Citigroup Inc. Legal Compliance May 2007 - August 2007
Roger Williams University School of Law May 2006 - May 2007
Williams & Jensen PC January 2003 - January 2005
The Group of Thirty January 2001 - January 2003
Skills
Economics, International Law, International Relations, Financial Markets, Civil Litigation, Internal Investigations, Banking, Dodd-Frank, Basel III, Banking Law, Regulatory Affairs, Regulatory Policy, Financial Services, Employment Law, Policy
Education
Roger Williams University School of Law 2005 — 2008
Juris Doctor, Law
The George Washington University 1998 — 2002
Bachelor of Arts, International Affairs
Royal Bank of Scotland May 2012 - Present
Morgan Stanley January 2009 - August 2012
Citigroup Inc. Legal Compliance May 2007 - August 2007
Roger Williams University School of Law May 2006 - May 2007
Williams & Jensen PC January 2003 - January 2005
The Group of Thirty January 2001 - January 2003
Skills
Economics, International Law, International Relations, Financial Markets, Civil Litigation, Internal Investigations, Banking, Dodd-Frank, Basel III, Banking Law, Regulatory Affairs, Regulatory Policy, Financial Services, Employment Law, Policy
Education
Roger Williams University School of Law 2005 — 2008
Juris Doctor, Law
The George Washington University 1998 — 2002
Bachelor of Arts, International Affairs
Andrey Abramov Andrey Abramov's Morgan Stanley Experience May 2011 - April 2013
Job Futures Analyst at BNP Paribas
Industry Banking
Experience
BNP Paribas September 2014 - Present
BTG Pactual April 2014 - July 2014
BlueMountain Capital Management October 2013 - January 2014
Goldman Sachs May 2013 - September 2013
Morgan Stanley May 2011 - April 2013
Wells Fargo December 2007 - May 2011
BP June 2006 - December 2007
Marcus & Millichap 2004 - 2005
Merrill Lynch 2004 - 2004
Skills
Series 7, Equities, Fixed Income, Options, Bonds, Futures, Trading, Middle Office, Operations, Trade Support, Brokerage, Customer Service, Margin, Banking, Valuation, Account Reconciliation, Bloomberg, Securities, Investments, Trade Booking, Collateral Management, Hedging, P&L delivery, Exposure Assessment, Repos, Commercial Paper, Foreign Exchange, US Treasuries, Integration, Business Transition, Hedge Funds
Education
University of Southern California - Marshall School of Business 2002 — 2006
BS, Business Administration - Finance, 3.67
Rochester Community and Technical College 2001 — 2002
Post-Secondary Studies, 4.0
John Marshall High School, Rochester, MN 1998 — 2002
High School Dimploma, 4.2 cumulative GPA
BNP Paribas September 2014 - Present
BTG Pactual April 2014 - July 2014
BlueMountain Capital Management October 2013 - January 2014
Goldman Sachs May 2013 - September 2013
Morgan Stanley May 2011 - April 2013
Wells Fargo December 2007 - May 2011
BP June 2006 - December 2007
Marcus & Millichap 2004 - 2005
Merrill Lynch 2004 - 2004
Skills
Series 7, Equities, Fixed Income, Options, Bonds, Futures, Trading, Middle Office, Operations, Trade Support, Brokerage, Customer Service, Margin, Banking, Valuation, Account Reconciliation, Bloomberg, Securities, Investments, Trade Booking, Collateral Management, Hedging, P&L delivery, Exposure Assessment, Repos, Commercial Paper, Foreign Exchange, US Treasuries, Integration, Business Transition, Hedge Funds
Education
University of Southern California - Marshall School of Business 2002 — 2006
BS, Business Administration - Finance, 3.67
Rochester Community and Technical College 2001 — 2002
Post-Secondary Studies, 4.0
John Marshall High School, Rochester, MN 1998 — 2002
High School Dimploma, 4.2 cumulative GPA
Frank Kissel's Morgan Stanley Experience January 2001 - September 2004
Job Sales Associate at Esslinger Wooten Maxwell
Industry Real Estate
Experience
Esslinger Wooten Maxwell December 2012 - Present
FAK Holdings, Inc. August 2010 - Present
America's Capital Partners January 2005 - April 2010
Morgan Stanley January 2001 - September 2004
Skills
Sales, Management, Real Estate, Real Estate Development, Investment Properties, Commercial Real Estate, Disposition, Leases, Property Management, Due Diligence, Asset Management, Real Estate Economics, Sellers, Contract Negotiation, Real Estate Transactions
Education
Rollins College 1996 — 2000
BA, Economics
Brooks School 1992 — 1996
Esslinger Wooten Maxwell December 2012 - Present
FAK Holdings, Inc. August 2010 - Present
America's Capital Partners January 2005 - April 2010
Morgan Stanley January 2001 - September 2004
Skills
Sales, Management, Real Estate, Real Estate Development, Investment Properties, Commercial Real Estate, Disposition, Leases, Property Management, Due Diligence, Asset Management, Real Estate Economics, Sellers, Contract Negotiation, Real Estate Transactions
Education
Rollins College 1996 — 2000
BA, Economics
Brooks School 1992 — 1996
Giselle Paletta Giselle Paletta's Morgan Stanley Experience September 2006 - March 2008
Job Technology Consultant at ELITE ORTHOPEDICS
Industry Sports
Experience
Arthrex August 2015 - Present
Saint Louis FC August 2014 - August 2015
Chicago Fire Soccer Club April 2013 - July 2014
LA Galaxy March 2012 - March 2013
Major League Soccer January 2012 - March 2012
Sigma-Aldrich Corporation August 2011 - December 2011
St. Louis Magazine February 2010 - May 2011
The Schupp Company October 2009 - February 2010
Two West August 2008 - December 2008
Morgan Stanley September 2006 - March 2008
Skills
Customer relationship..., Spanish, Marketing Communications, Internal Communications, Inside Sales, Advertising, CRM, Project Management, Online Advertising, Marketing, Event Planning, Coaching, Soccer, Customer Service, Sports Management, Social Media, Sales, Leadership, Social Media Marketing, Fundraising, Customer Satisfaction, Sales Management, Sports Marketing, Strategy, Press Releases, Training, Budgets, Time Management, Management, Public Relations, Customer Retention, Entrepreneurship, Social Networking, Event Management, Facebook, Email Marketing, Trade Shows, Marketing Strategy, Account Management, Sponsorship, Online Marketing, Sports, Ticket Sales, Digital Marketing, Creative Direction, Direct Marketing, Marketing Research, Relationship Marketing, Media Relations, Newsletters
Education
Rockhurst University 2004 — 2008
BSBA, Marketing and Spanish
Universidad de Santiago de Compostela 2006 — 2006
Capstone, Spanish language and culture
Arthrex August 2015 - Present
Saint Louis FC August 2014 - August 2015
Chicago Fire Soccer Club April 2013 - July 2014
LA Galaxy March 2012 - March 2013
Major League Soccer January 2012 - March 2012
Sigma-Aldrich Corporation August 2011 - December 2011
St. Louis Magazine February 2010 - May 2011
The Schupp Company October 2009 - February 2010
Two West August 2008 - December 2008
Morgan Stanley September 2006 - March 2008
Skills
Customer relationship..., Spanish, Marketing Communications, Internal Communications, Inside Sales, Advertising, CRM, Project Management, Online Advertising, Marketing, Event Planning, Coaching, Soccer, Customer Service, Sports Management, Social Media, Sales, Leadership, Social Media Marketing, Fundraising, Customer Satisfaction, Sales Management, Sports Marketing, Strategy, Press Releases, Training, Budgets, Time Management, Management, Public Relations, Customer Retention, Entrepreneurship, Social Networking, Event Management, Facebook, Email Marketing, Trade Shows, Marketing Strategy, Account Management, Sponsorship, Online Marketing, Sports, Ticket Sales, Digital Marketing, Creative Direction, Direct Marketing, Marketing Research, Relationship Marketing, Media Relations, Newsletters
Education
Rockhurst University 2004 — 2008
BSBA, Marketing and Spanish
Universidad de Santiago de Compostela 2006 — 2006
Capstone, Spanish language and culture
Sarah Weber's Morgan Stanley Experience July 2015 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Merrill Lynch September 2014 - March 2015
Morgan Stanley May 2014 - August 2014
Wells Fargo Advisors August 2013 - April 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Golf, Public Speaking, Critical Thinking, Data Analysis, Spreadsheets, Analysis, Outlook, Access
Education
Robert Morris University 2011 — 2015
Finance
Morgan Stanley July 2015 - Present
Merrill Lynch September 2014 - March 2015
Morgan Stanley May 2014 - August 2014
Wells Fargo Advisors August 2013 - April 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Golf, Public Speaking, Critical Thinking, Data Analysis, Spreadsheets, Analysis, Outlook, Access
Education
Robert Morris University 2011 — 2015
Finance
Katherine Gundeck Katherine Gundeck's Morgan Stanley Experience May 2010 - August 2010
Job Art Consultant at Martin Lawrence Galleries
Industry Think Tanks
Experience
Martin Lawrence Galleries March 2014 - Present
Paddle8 April 2013 - December 2013
Constellations Group August 2011 - November 2012
Morgan Stanley May 2010 - August 2010
ARTnews May 2009 - August 2009
Neuberger Museum of Art 2009 - 2009
Skills
Research, Social Networking, Facebook, Public Relations, Event Planning, Social Media, Editing, Fundraising, Press Releases, Advertising, Community Outreach, Nonprofits, Public Speaking, Spanish, Art, Microsoft Office
Education
Rollins College 2007 — 2011
BA, Art History
University of Richmond 2009 — 2009
Semester Abroad in Florence
Academy of Our Lady
IHA
Martin Lawrence Galleries March 2014 - Present
Paddle8 April 2013 - December 2013
Constellations Group August 2011 - November 2012
Morgan Stanley May 2010 - August 2010
ARTnews May 2009 - August 2009
Neuberger Museum of Art 2009 - 2009
Skills
Research, Social Networking, Facebook, Public Relations, Event Planning, Social Media, Editing, Fundraising, Press Releases, Advertising, Community Outreach, Nonprofits, Public Speaking, Spanish, Art, Microsoft Office
Education
Rollins College 2007 — 2011
BA, Art History
University of Richmond 2009 — 2009
Semester Abroad in Florence
Academy of Our Lady
IHA
Sarah Deneault Sarah Deneault's Morgan Stanley Experience June 2015 - August 2015
Job Human Resources Intern at FM Global
Industry Human Resources
Experience
FM Global August 2015 - Present
Roger Williams University August 2014 - Present
Morgan Stanley June 2015 - August 2015
Roger Williams University September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, PowerPoint, Photoshop, Illustrator, AutoCAD, Research, Event Planning
Education
Roger Williams University 2012 — 2016
Business Management, Junior
Northbridge High School 2009 — 2012
diploma
FM Global August 2015 - Present
Roger Williams University August 2014 - Present
Morgan Stanley June 2015 - August 2015
Roger Williams University September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, PowerPoint, Photoshop, Illustrator, AutoCAD, Research, Event Planning
Education
Roger Williams University 2012 — 2016
Business Management, Junior
Northbridge High School 2009 — 2012
diploma
Isabella duPont Isabella duPont's Morgan Stanley Experience April 2015 - August 2015
Job Receptionist at Morgan Stanley
Industry Entertainment
Experience
Personal Studios November 2012 - Present
Morgan Stanley April 2015 - August 2015
CardioNet September 2014 - November 2014
Byrsa Bistro August 2014 - November 2014
Bamboo Restaurant December 2013 - April 2014
The Writers Guild Foundation May 2013 - August 2013
Nuclear Family Films 2013 - 2013
The Belgian Cafe 2012 - 2013
Camp Arrowhead June 2007 - August 2011
Roger Williams University Stage Crew January 2010 - May 2011
Skills
Microsoft Office, Adobe Creative Suite, Final Cut Studio, Final Draft, Customer Service, Audacity, Canon DSLR, First Aid, Cpr Certified, Leadership, Event Management
Education
Temple University 2011 — 2013
Bachelor of Fine Arts (B.F.A.), Film and Media Arts
Roger Williams University 2009 — 2011
The Tatnall School 2006 — 2009
High School Diploma
Upland Country Day School 2002 — 2006
Personal Studios November 2012 - Present
Morgan Stanley April 2015 - August 2015
CardioNet September 2014 - November 2014
Byrsa Bistro August 2014 - November 2014
Bamboo Restaurant December 2013 - April 2014
The Writers Guild Foundation May 2013 - August 2013
Nuclear Family Films 2013 - 2013
The Belgian Cafe 2012 - 2013
Camp Arrowhead June 2007 - August 2011
Roger Williams University Stage Crew January 2010 - May 2011
Skills
Microsoft Office, Adobe Creative Suite, Final Cut Studio, Final Draft, Customer Service, Audacity, Canon DSLR, First Aid, Cpr Certified, Leadership, Event Management
Education
Temple University 2011 — 2013
Bachelor of Fine Arts (B.F.A.), Film and Media Arts
Roger Williams University 2009 — 2011
The Tatnall School 2006 — 2009
High School Diploma
Upland Country Day School 2002 — 2006
JP Szabo JP Szabo's Morgan Stanley Experience October 2014 - Present
Job Consulting Group at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Private Wealth Management January 2012 - July 2014
Graystone Consulting October 2006 - July 2014
Smith Barney February 2006 - September 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management
Education
Rochester Institute of Technology 2001 — 2005
BS, Finance, General
United Nations International School
Morgan Stanley October 2014 - Present
Morgan Stanley Private Wealth Management January 2012 - July 2014
Graystone Consulting October 2006 - July 2014
Smith Barney February 2006 - September 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management
Education
Rochester Institute of Technology 2001 — 2005
BS, Finance, General
United Nations International School
Harold Garrido's Morgan Stanley Experience April 2000 - April 2002
Job Sales Manager
Industry Information Services
Experience
Interactive Data, LLC January 2015 - Present
Mica and Wood Furniture Inc May 2002 - December 2014
Morgan Stanley April 2000 - April 2002
Bank of America September 1996 - July 2000
Skills
Sales Management, Lead Generation, CRM, Sales Operations, New Business Development, E-Learning, Risk Management, Cold Calling, Training, Sales, Account Management, Customer Service, Contract Negotiation, Management, Team Building, Salesforce.com, Leadership, Direct Sales, Business Development, Solution Selling, Negotiation
Education
Rollins College
Bachelor of Arts, Psychology
Interactive Data, LLC January 2015 - Present
Mica and Wood Furniture Inc May 2002 - December 2014
Morgan Stanley April 2000 - April 2002
Bank of America September 1996 - July 2000
Skills
Sales Management, Lead Generation, CRM, Sales Operations, New Business Development, E-Learning, Risk Management, Cold Calling, Training, Sales, Account Management, Customer Service, Contract Negotiation, Management, Team Building, Salesforce.com, Leadership, Direct Sales, Business Development, Solution Selling, Negotiation
Education
Rollins College
Bachelor of Arts, Psychology
G Christopher Gardener's Morgan Stanley Experience May 1999 - February 2004
Job Global Health & Wellness Consultant with Qivana, Entrepreneur
Industry Health, Wellness and Fitness
Experience
QIVANA May 2013 - Present
Woodland Power Products, Inc. February 2004 - January 2014
United States Marine Corps February 2002 - September 2009
Morgan Stanley May 1999 - February 2004
Skills
Marketing, Social Media Marketing, Social Networking, Social Media, Marketing Strategy, Nutrition, Event Planning, Home Based Business, Wellness, Public Speaking, Entrepreneurship, Customer Service, Business Development, Management, Sales, Leadership, Team Building
Education
Roger Williams University 1991 — 1995
Bachelor of Science (B.S.), Industrial Technology/Construction Management
Greenwich High School 1989 — 1991
General Studies
QIVANA May 2013 - Present
Woodland Power Products, Inc. February 2004 - January 2014
United States Marine Corps February 2002 - September 2009
Morgan Stanley May 1999 - February 2004
Skills
Marketing, Social Media Marketing, Social Networking, Social Media, Marketing Strategy, Nutrition, Event Planning, Home Based Business, Wellness, Public Speaking, Entrepreneurship, Customer Service, Business Development, Management, Sales, Leadership, Team Building
Education
Roger Williams University 1991 — 1995
Bachelor of Science (B.S.), Industrial Technology/Construction Management
Greenwich High School 1989 — 1991
General Studies
Patricia Newcomb Patricia Newcomb's Morgan Stanley Experience 1999 - 2004
Job Vice President at Gurtin Fixed Income Management, LLC
Industry Investment Management
Experience
Gurtin Fixed Income Management, LLC February 2008 - Present
Morgan Stanley 1999 - 2004
Education
Ripon College 1981 — 1985
BA, Economics
Gurtin Fixed Income Management, LLC February 2008 - Present
Morgan Stanley 1999 - 2004
Education
Ripon College 1981 — 1985
BA, Economics
Yashank Amrutkar Yashank Amrutkar's Morgan Stanley Experience July 2013 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
Goldman Sachs July 2011 - June 2013
Vicor Corporation March 2010 - September 2010
RIT September 2009 - March 2010
Skills
C++, XML, C#, C, PL/SQL, JavaScript, Eclipse, MySQL, PHP, AJAX, Oracle, Java Enterprise Edition, Databases, Data Warehousing, Web Services, Sybase IQ, DB2, CVS, Tortoise SVN, Maven, TeamCity, Hudson, Cloud Computing, Amazon Web Services..., Hadoop, MapReduce, Hive, Java, Unix, SQR, Cognos, Data Reconciliation, Hibernate, Tomcat, JUnit, Fitness, Unix Shell Scripting, Sybase, SDLC
Education
Rochester Institute of Technology 2008 — 2010
Master of Science, Information Technology
Vishwakarma Institute of Technology 2004 — 2008
Bachelor of Engineering, Information Technology
Morgan Stanley July 2013 - Present
Goldman Sachs July 2011 - June 2013
Vicor Corporation March 2010 - September 2010
RIT September 2009 - March 2010
Skills
C++, XML, C#, C, PL/SQL, JavaScript, Eclipse, MySQL, PHP, AJAX, Oracle, Java Enterprise Edition, Databases, Data Warehousing, Web Services, Sybase IQ, DB2, CVS, Tortoise SVN, Maven, TeamCity, Hudson, Cloud Computing, Amazon Web Services..., Hadoop, MapReduce, Hive, Java, Unix, SQR, Cognos, Data Reconciliation, Hibernate, Tomcat, JUnit, Fitness, Unix Shell Scripting, Sybase, SDLC
Education
Rochester Institute of Technology 2008 — 2010
Master of Science, Information Technology
Vishwakarma Institute of Technology 2004 — 2008
Bachelor of Engineering, Information Technology
Maggie Vogl Maggie Vogl's Morgan Stanley Experience June 2001 - April 2002
Job Engineering Assistant at SM Energy
Industry Oil & Energy
Experience
SM Energy Company March 2005 - Present
Summers, McNea & Co. June 2002 - February 2005
Morgan Stanley June 2001 - April 2002
Skills
Oil, Petroleum, Financial Analysis, Energy, Accounting, Oil/Gas, Microsoft Excel, Gas, Access, Oil & Gas Industry, Pivot Tables, General Ledger, Financial Reporting, Financial Accounting, Natural Gas, Calculations, Financial Modeling, Auditing, Outlook, Analysis, Microsoft Office, Energy Industry, Organizational..., Interpersonal..., Upstream, Oilfield, Geology, Drilling, Onshore, Reserves, QuickBooks, Oil & Gas
Education
Rocky Mountain College 1993 — 1997
Bachelor of Science, Accounting
SM Energy Company March 2005 - Present
Summers, McNea & Co. June 2002 - February 2005
Morgan Stanley June 2001 - April 2002
Skills
Oil, Petroleum, Financial Analysis, Energy, Accounting, Oil/Gas, Microsoft Excel, Gas, Access, Oil & Gas Industry, Pivot Tables, General Ledger, Financial Reporting, Financial Accounting, Natural Gas, Calculations, Financial Modeling, Auditing, Outlook, Analysis, Microsoft Office, Energy Industry, Organizational..., Interpersonal..., Upstream, Oilfield, Geology, Drilling, Onshore, Reserves, QuickBooks, Oil & Gas
Education
Rocky Mountain College 1993 — 1997
Bachelor of Science, Accounting
Michele Charest Michele Charest's Morgan Stanley Experience October 1998 - February 2003
Job Inside Sales / Office Coordinator at Xylem Dewatering Solutions / Godwin Pumps of America
Industry Construction
Experience
Xylem Dewatering Solutions / Godwin Pumps of America February 2003 - Present
Morgan Stanley October 1998 - February 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales, Budgets, PowerPoint, Account Management, Project Management, Customer Service, Inventory Management
Education
Riverside Community College District 1989 — 1990
Administration of Justice
Rubidoux High School 1982 — 1986
High School Diploma, Administration of Business
Xylem Dewatering Solutions / Godwin Pumps of America February 2003 - Present
Morgan Stanley October 1998 - February 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales, Budgets, PowerPoint, Account Management, Project Management, Customer Service, Inventory Management
Education
Riverside Community College District 1989 — 1990
Administration of Justice
Rubidoux High School 1982 — 1986
High School Diploma, Administration of Business
Alok Rai Alok Rai's Morgan Stanley Experience June 2006 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2006 - Present
Goldman Sachs June 2004 - June 2006
Skills
Valuation, Derivatives, Investment Banking, Equities, Financial Modeling, Capital Markets, Portfolio Management, Investments, Due Diligence, Risk Management, Finance, Asset Management, Bloomberg, Private Equity, Management
Education
Rochester Institute of Technology 2001 — 2003
M.S., Computer Science
University of Pune 1996 — 2000
BE, Civil
Morgan Stanley June 2006 - Present
Goldman Sachs June 2004 - June 2006
Skills
Valuation, Derivatives, Investment Banking, Equities, Financial Modeling, Capital Markets, Portfolio Management, Investments, Due Diligence, Risk Management, Finance, Asset Management, Bloomberg, Private Equity, Management
Education
Rochester Institute of Technology 2001 — 2003
M.S., Computer Science
University of Pune 1996 — 2000
BE, Civil
Casey Ventrillo Casey Ventrillo's Morgan Stanley Experience December 1997 - October 2010
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley December 1997 - October 2010
Skills
Investments, Finance, Insurance, Asset Allocation, Retirement Planning, Employee Benefits, Financial Reporting, Financial Analysis, Mutual Funds
Education
Rockhurst University 1995 — 1998
B.S.,B.A., Finance/Economics
Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley December 1997 - October 2010
Skills
Investments, Finance, Insurance, Asset Allocation, Retirement Planning, Employee Benefits, Financial Reporting, Financial Analysis, Mutual Funds
Education
Rockhurst University 1995 — 1998
B.S.,B.A., Finance/Economics
Adrienne Johnson-Beatty's Morgan Stanley Experience September 2005 - December 2008
Job Sales Manager/ Vendor Relations Kinetik Technologies
Industry Cosmetics
Experience
Kinetik Technologies January 2009 - Present
Morgan Stanley September 2005 - December 2008
Skills
Marketing, Product Development, Consumer Products, Fragrance, Chemistry, Skin Care, Personal Care, Product Marketing, Beauty Industry, Cosmetics, Strategy, Ingredients, Raw Materials, Product Innovation, Hair Care, Luxury Goods, FMCG, Makeup Artistry, International Marketing, Brand Management, Global Marketing, GMP, Spa
Education
Roger Williams University 1990 — 1994
Theatre/Theater
Rutgers Preparatory
Kinetik Technologies January 2009 - Present
Morgan Stanley September 2005 - December 2008
Skills
Marketing, Product Development, Consumer Products, Fragrance, Chemistry, Skin Care, Personal Care, Product Marketing, Beauty Industry, Cosmetics, Strategy, Ingredients, Raw Materials, Product Innovation, Hair Care, Luxury Goods, FMCG, Makeup Artistry, International Marketing, Brand Management, Global Marketing, GMP, Spa
Education
Roger Williams University 1990 — 1994
Theatre/Theater
Rutgers Preparatory
James Jessup James Jessup's Morgan Stanley Experience August 2006 - June 2009
Job Product Analyst at Virtus Partners
Industry Management Consulting
Experience
Virtus Investment Partners August 2012 - Present
Virtus Investment Partners September 2011 - August 2012
Morgan Stanley August 2006 - June 2009
Allianz Global Investors July 2001 - August 2006
Skills
Mutual Funds, Series 63, Wealth Management, Investments, Fixed Income, Series 24, Series 7, Series 65, Alternative Investments, Business Strategy
Education
Roger Williams University 1993 — 1997
Bachelor of Arts (BA), History
Virtus Investment Partners August 2012 - Present
Virtus Investment Partners September 2011 - August 2012
Morgan Stanley August 2006 - June 2009
Allianz Global Investors July 2001 - August 2006
Skills
Mutual Funds, Series 63, Wealth Management, Investments, Fixed Income, Series 24, Series 7, Series 65, Alternative Investments, Business Strategy
Education
Roger Williams University 1993 — 1997
Bachelor of Arts (BA), History
Randy Lightbody Randy Lightbody's Morgan Stanley Experience January 2002 - April 2005
Job Managing Director at Accenture
Industry Financial Services
Experience
Accenture 2014 - Present
Recovco Mortgage Management 2014 - 2014
Digital Risk October 2011 - 2014
ServiceLink January 2011 - November 2011
Rescue Holdings July 2008 - 2011
Countrywide Financial May 2006 - July 2008
RBC- New Century after RBC sold my business unit to them January 2005 - April 2007
Morgan Stanley January 2002 - April 2005
Bank One January 1996 - January 2000
PMI Mortgage Insurance Co 1994 - 1996
Skills
Residential Mortgages, Mortgage Banking, Underwriting, Risk Management, Mortgage Lending, Loans, Loan Origination, Hedge Funds, Credit, FHA, Credit Risk, Portfolio Management, Loan Servicing, Banking, Refinance, Due Diligence, USDA, Mortgage Underwriting, Funding, Management, Strategy, Mergers, Financial Services, Financial Risk, Valuation, Leadership, CRM, Loss Mitigation, Mortgage Servicing, Credit Analysis, Consumer Lending, Executive Management, Commercial Lending, Financial Structuring, Structured Finance, Real Estate Financing, Commercial Mortgages, FHA financing, Reverse Mortgages, Mergers & Acquisitions, VA loans, Relationship Management, Certified Mortgage..., Finance, Default, Capital Markets, Securitization, Investments, Construction Loans, Asset Management
Education
Rollins College 1984 — 1987
Economics
Valencia College 1982 — 1984
Accenture 2014 - Present
Recovco Mortgage Management 2014 - 2014
Digital Risk October 2011 - 2014
ServiceLink January 2011 - November 2011
Rescue Holdings July 2008 - 2011
Countrywide Financial May 2006 - July 2008
RBC- New Century after RBC sold my business unit to them January 2005 - April 2007
Morgan Stanley January 2002 - April 2005
Bank One January 1996 - January 2000
PMI Mortgage Insurance Co 1994 - 1996
Skills
Residential Mortgages, Mortgage Banking, Underwriting, Risk Management, Mortgage Lending, Loans, Loan Origination, Hedge Funds, Credit, FHA, Credit Risk, Portfolio Management, Loan Servicing, Banking, Refinance, Due Diligence, USDA, Mortgage Underwriting, Funding, Management, Strategy, Mergers, Financial Services, Financial Risk, Valuation, Leadership, CRM, Loss Mitigation, Mortgage Servicing, Credit Analysis, Consumer Lending, Executive Management, Commercial Lending, Financial Structuring, Structured Finance, Real Estate Financing, Commercial Mortgages, FHA financing, Reverse Mortgages, Mergers & Acquisitions, VA loans, Relationship Management, Certified Mortgage..., Finance, Default, Capital Markets, Securitization, Investments, Construction Loans, Asset Management
Education
Rollins College 1984 — 1987
Economics
Valencia College 1982 — 1984
Jeff Keller's Morgan Stanley Experience May 2010 - October 2012
Job Regional Underwriting Manager at DHI Mortgage a D.R. Horton Company "America's Builder"
Industry Financial Services
Experience
DHI Mortgage a D.R. Horton Company "America's Builder" October 2012 - Present
Morgan Stanley May 2010 - October 2012
Wilmington Finance a Division of AIG October 2004 - July 2006
Countrywide June 1998 - October 2004
Bank United, FSB June 1996 - June 1998
Norwest Financial August 1991 - August 1996
Skills
Loan Origination, Finance, Business Development, Sales, Customer Satisfaction, Communication Training, Revenue Enhancement, Risk Management, Loss Mitigation, Leadership, Loans, Credit Analysis, Underwriting, Mortgage Lending, Credit, Mortgage Banking, Financial Analysis, Banking, Portfolio Management, Credit Risk, Mortgage Underwriting, FHA, Process Improvement, Financial Risk, Management, Residential Mortgages, Refinance, Due Diligence, Mortgage Servicing, Analysis, Loan Servicing, FHA financing, Executive Management, VA loans, Default, Consumer Lending, USDA, Financial Services, Team Building, Relationship Management, Real Estate, Commercial Lending, Mergers & Acquisitions, Construction Loans, Investment Properties, Investments, Government Loans, Reverse Mortgages
Education
Rocky Mountain College 1990 — 1992
Bachelor of Applied Science (BASc), Business/Managerial Economics
University of Mary 1988 — 1990
Bachelor of Applied Science (BASc), Business/Managerial Economics
DHI Mortgage a D.R. Horton Company "America's Builder" October 2012 - Present
Morgan Stanley May 2010 - October 2012
Wilmington Finance a Division of AIG October 2004 - July 2006
Countrywide June 1998 - October 2004
Bank United, FSB June 1996 - June 1998
Norwest Financial August 1991 - August 1996
Skills
Loan Origination, Finance, Business Development, Sales, Customer Satisfaction, Communication Training, Revenue Enhancement, Risk Management, Loss Mitigation, Leadership, Loans, Credit Analysis, Underwriting, Mortgage Lending, Credit, Mortgage Banking, Financial Analysis, Banking, Portfolio Management, Credit Risk, Mortgage Underwriting, FHA, Process Improvement, Financial Risk, Management, Residential Mortgages, Refinance, Due Diligence, Mortgage Servicing, Analysis, Loan Servicing, FHA financing, Executive Management, VA loans, Default, Consumer Lending, USDA, Financial Services, Team Building, Relationship Management, Real Estate, Commercial Lending, Mergers & Acquisitions, Construction Loans, Investment Properties, Investments, Government Loans, Reverse Mortgages
Education
Rocky Mountain College 1990 — 1992
Bachelor of Applied Science (BASc), Business/Managerial Economics
University of Mary 1988 — 1990
Bachelor of Applied Science (BASc), Business/Managerial Economics
Terry Cundiff Terry Cundiff's Morgan Stanley Experience 1997 - 1998
Job VP Section Manager, Order Generation Services at Citigroup
Industry Financial Services
Experience
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
Brooke Karsten's Morgan Stanley Experience February 2015 - Present
Job Investor Relations Hedge Fund Administration
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
SS&C Technologies GlobeOp May 2011 - February 2015
Our Piece of the Pie 2007 - 2012
The Producers Firm - J.E.Goss LLC November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) March 2006 - November 2006
MassMutual Financial Group June 2005 - March 2006
Skills
Investments, Social Media, Insurance, Strategic Planning, Leadership, Program Management, Asset Managment, Financial Modeling, Asset Management, Investor Relations, Analysis, Fundraising, Accounting, Management, Mutual Funds, New Business Development, Sales, Finance
Education
Roger Williams University 2001 — 2005
BS, Business Marketing, Finance, Political Science
Morgan Stanley February 2015 - Present
SS&C Technologies GlobeOp May 2011 - February 2015
Our Piece of the Pie 2007 - 2012
The Producers Firm - J.E.Goss LLC November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) March 2006 - November 2006
MassMutual Financial Group June 2005 - March 2006
Skills
Investments, Social Media, Insurance, Strategic Planning, Leadership, Program Management, Asset Managment, Financial Modeling, Asset Management, Investor Relations, Analysis, Fundraising, Accounting, Management, Mutual Funds, New Business Development, Sales, Finance
Education
Roger Williams University 2001 — 2005
BS, Business Marketing, Finance, Political Science
Charlene (Kriegseis) Roberts's Morgan Stanley Experience May 2000 - May 2001
Job Sr. Vice President at Federal Benefits Educators
Industry Education Management
Experience
Federal Benefits Educators December 2008 - Present
Morgan Stanley Smith Barney September 2004 - January 2007
Merrill Lynch September 2002 - September 2004
Law Office of Trey Meyers September 2001 - September 2002
Morgan Stanley May 2000 - May 2001
Direct Advertising Services October 1995 - May 2000
Associated Aviation Underwriters April 1986 - October 1995
Skills
Sales, Training, Management, Customer Service, Insurance, Coaching, Team Building, Public Speaking, Recruiting, Analysis, Strategic Planning, Leadership Development
Education
Robert Morris College
Legal
Federal Benefits Educators December 2008 - Present
Morgan Stanley Smith Barney September 2004 - January 2007
Merrill Lynch September 2002 - September 2004
Law Office of Trey Meyers September 2001 - September 2002
Morgan Stanley May 2000 - May 2001
Direct Advertising Services October 1995 - May 2000
Associated Aviation Underwriters April 1986 - October 1995
Skills
Sales, Training, Management, Customer Service, Insurance, Coaching, Team Building, Public Speaking, Recruiting, Analysis, Strategic Planning, Leadership Development
Education
Robert Morris College
Legal
Bud Stoddard Bud Stoddard's Morgan Stanley Experience 2003 - 2006
Job Independent Legal Services Professional
Industry Legal Services
Experience
Legal Shield February 2011 - October 2011
Morgan Stanley 2003 - 2006
Education
Rochester Institute of Technology 1961 — 1964
ASSOC, Transporatation
Legal Shield February 2011 - October 2011
Morgan Stanley 2003 - 2006
Education
Rochester Institute of Technology 1961 — 1964
ASSOC, Transporatation
Richard Kraft Richard Kraft's Morgan Stanley Experience 2004 - June 2010
Job Business Development Director at Tata Consultancy Services
Industry Banking
Experience
Tata Consultancy Services May 2013 - Present
Nomura September 2011 - February 2013
CS Technology February 2011 - September 2011
J.P. Morgan February 2011 - September 2011
Savvis July 2010 - December 2010
Savvis May 2010 - August 2010
Morgan Stanley 2004 - June 2010
Rothschild Investment Bank October 2003 - April 2004
JPMorgan Chase 2001 - 2004
JPMorgan Chase December 2000 - October 2003
Skills
Electronic Trading, Trading Systems, Vendor Management, SDLC, Enterprise Architecture, Infrastructure, Business Analysis, IT Management, ITIL, PMO, IT Operations, Low Latency, Business Continuity, Financial Services, Software Project..., Integration, Program Management, Risk Management, IT Service Management, Financial Markets, Equities, High Availability, Enterprise Software
Education
University of Rochester 1995 — 1996
BS, Computer Science
Rochester Institute of Technology 1991 — 1995
BS, Information Systems
Tata Consultancy Services May 2013 - Present
Nomura September 2011 - February 2013
CS Technology February 2011 - September 2011
J.P. Morgan February 2011 - September 2011
Savvis July 2010 - December 2010
Savvis May 2010 - August 2010
Morgan Stanley 2004 - June 2010
Rothschild Investment Bank October 2003 - April 2004
JPMorgan Chase 2001 - 2004
JPMorgan Chase December 2000 - October 2003
Skills
Electronic Trading, Trading Systems, Vendor Management, SDLC, Enterprise Architecture, Infrastructure, Business Analysis, IT Management, ITIL, PMO, IT Operations, Low Latency, Business Continuity, Financial Services, Software Project..., Integration, Program Management, Risk Management, IT Service Management, Financial Markets, Equities, High Availability, Enterprise Software
Education
University of Rochester 1995 — 1996
BS, Computer Science
Rochester Institute of Technology 1991 — 1995
BS, Information Systems
Ned Costello Ned Costello's Morgan Stanley Experience February 2001 - March 2003
Job Senior Director Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management November 2013 - Present
U.S. Trust September 2008 - November 2013
LaSalle Bank Wealth Management Group March 2003 - August 2008
Morgan Stanley February 2001 - March 2003
Northern Trust December 1986 - February 2001
Education
Ripon College 1981 — 1985
LaLumiere School 1977 — 1981
BNY Mellon Wealth Management November 2013 - Present
U.S. Trust September 2008 - November 2013
LaSalle Bank Wealth Management Group March 2003 - August 2008
Morgan Stanley February 2001 - March 2003
Northern Trust December 1986 - February 2001
Education
Ripon College 1981 — 1985
LaLumiere School 1977 — 1981
R. Justin Scanlon, CIMA® R. Justin Scanlon, CIMA®'s Morgan Stanley Experience January 2003 - October 2003
Job Investment Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments February 2010 - April 2013
Fidelity Investments May 2008 - February 2010
FTN Midwest Securities October 2006 - April 2008
Acushnet Company May 2005 - October 2006
Twins Enterprise April 1996 - October 2006
PGA TOUR May 2002 - October 2005
Morgan Stanley January 2003 - October 2003
Skills
Investment Strategies, Portfolio Strategy, Investments, Portfolio Management, Retirement, Certified Investment..., Asset Allocation, Investment Management, Capital Markets, Investment Advisory, Mutual Funds, 401k, Series 7, Series 63, Wealth Management, Asset Management, Retirement Planning, Equities, Financial Services, Alternative Investments, Fixed Income, Financial Planning, Sales, Finance, Financial Advisory, Relationship Management, Business Development
Education
Univ of Pennsylvania - Aresty Institute of Executive Education - The Wharton School of Business 2012 — 2012
Certified Investment Management Analyst Program, Investments and Securities
Roger Williams University 2000 — 2004
Bachelor of Science (BS), Finance
Fidelity Investments April 2013 - Present
Fidelity Investments February 2010 - April 2013
Fidelity Investments May 2008 - February 2010
FTN Midwest Securities October 2006 - April 2008
Acushnet Company May 2005 - October 2006
Twins Enterprise April 1996 - October 2006
PGA TOUR May 2002 - October 2005
Morgan Stanley January 2003 - October 2003
Skills
Investment Strategies, Portfolio Strategy, Investments, Portfolio Management, Retirement, Certified Investment..., Asset Allocation, Investment Management, Capital Markets, Investment Advisory, Mutual Funds, 401k, Series 7, Series 63, Wealth Management, Asset Management, Retirement Planning, Equities, Financial Services, Alternative Investments, Fixed Income, Financial Planning, Sales, Finance, Financial Advisory, Relationship Management, Business Development
Education
Univ of Pennsylvania - Aresty Institute of Executive Education - The Wharton School of Business 2012 — 2012
Certified Investment Management Analyst Program, Investments and Securities
Roger Williams University 2000 — 2004
Bachelor of Science (BS), Finance
Michael Pohlman's Morgan Stanley Experience January 2011 - Present
Job IT Security Operations at Morgan Stanley
Industry Computer & Network Security
Experience
Morgan Stanley January 2011 - Present
Liberty Mutual September 2009 - December 2010
Liberty Mutual September 2008 - September 2009
Liberty Mutual June 2007 - September 2008
Education
Rochester Institute of Technology 2003 — 2007
Applied Networking and Systems Administration, Information Technology
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2010
MBA, Business Administration
Morgan Stanley January 2011 - Present
Liberty Mutual September 2009 - December 2010
Liberty Mutual September 2008 - September 2009
Liberty Mutual June 2007 - September 2008
Education
Rochester Institute of Technology 2003 — 2007
Applied Networking and Systems Administration, Information Technology
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2010
MBA, Business Administration
Jason Hirschfeld Jason Hirschfeld's Morgan Stanley Experience October 2012 - Present
Job Associate at Morgan Stanley Working from Montreal,Canada
Industry Information Technology and Services
Experience
Morgan Stanley October 2012 - Present
Rochester Institute of Technology March 2011 - April 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Constellation Energy June 2007 - August 2007
CareCentric June 2006 - August 2006
Hopkins Federal Savings Bank June 2005 - August 2005
Skills
Integration, SharePoint, Java, Perl, .NET, Analysis, Troubleshooting, Software Documentation, Servers, Oracle, Risk Management, JavaScript, SQL, Enterprise Architecture, CSS, HTML, C#, Visual Basic, Enterprise Software, Microsoft SQL Server, Microsoft Office, Microsoft Excel, Databases, Research, SDLC
Education
Rochester Institute of Technology 2006 — 2013
BS/MS, Information Technology
McDonogh 1999 — 2006
High School/Middle School, Diploma
Morgan Stanley October 2012 - Present
Rochester Institute of Technology March 2011 - April 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Constellation Energy June 2007 - August 2007
CareCentric June 2006 - August 2006
Hopkins Federal Savings Bank June 2005 - August 2005
Skills
Integration, SharePoint, Java, Perl, .NET, Analysis, Troubleshooting, Software Documentation, Servers, Oracle, Risk Management, JavaScript, SQL, Enterprise Architecture, CSS, HTML, C#, Visual Basic, Enterprise Software, Microsoft SQL Server, Microsoft Office, Microsoft Excel, Databases, Research, SDLC
Education
Rochester Institute of Technology 2006 — 2013
BS/MS, Information Technology
McDonogh 1999 — 2006
High School/Middle School, Diploma
Tom Linker's Morgan Stanley Experience December 2004 - August 2005
Job Trader at Schottenfeld
Industry Financial Services
Experience
Schottenfeld April 2015 - Present
Chimera Securities November 2010 - April 2015
Madison Proprietary Trading November 2007 - November 2010
JPMorgan Chase December 2005 - January 2007
Morgan Stanley December 2004 - August 2005
Oppenheimer & Co. May 2003 - December 2004
Education
Rollins College 1998 — 2002
Anthropology
Schottenfeld April 2015 - Present
Chimera Securities November 2010 - April 2015
Madison Proprietary Trading November 2007 - November 2010
JPMorgan Chase December 2005 - January 2007
Morgan Stanley December 2004 - August 2005
Oppenheimer & Co. May 2003 - December 2004
Education
Rollins College 1998 — 2002
Anthropology
Mark J. Risoldi Mark J. Risoldi's Morgan Stanley Experience January 2006 - September 2010
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2010 - Present
Morgan Stanley January 2006 - September 2010
Solution Quest September 1998 - December 2005
LEAD Technologies, Inc September 1992 - September 1998
Credit Suisse February 1989 - September 1992
Skills
Information Security, Information Technology, Information Security..., Risk Management, Enterprise Architecture, Project Management, Cloud Computing, Cloud Security, Content Management, Data Protection Manager, Data Loss Protection, Information Architecture, Ediscovery, Data Retention, Data Archiving, Information Lifecycle..., Application Security, Predictive Analytics
Education
Rutgers University-New Brunswick 1980 — 1984
BS, Computer Science
Rider University 1989 — 1992
Business Administration
McCorristin High School 1976 — 1980
JPMorgan Chase October 2010 - Present
Morgan Stanley January 2006 - September 2010
Solution Quest September 1998 - December 2005
LEAD Technologies, Inc September 1992 - September 1998
Credit Suisse February 1989 - September 1992
Skills
Information Security, Information Technology, Information Security..., Risk Management, Enterprise Architecture, Project Management, Cloud Computing, Cloud Security, Content Management, Data Protection Manager, Data Loss Protection, Information Architecture, Ediscovery, Data Retention, Data Archiving, Information Lifecycle..., Application Security, Predictive Analytics
Education
Rutgers University-New Brunswick 1980 — 1984
BS, Computer Science
Rider University 1989 — 1992
Business Administration
McCorristin High School 1976 — 1980
Lindsay Lobao Lindsay Lobao's Morgan Stanley Experience 2007 - 2007
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2007 - Present
Morgan Stanley 2007 - 2007
Investors Bank & Trust 2004 - 2005
Education
Roger Williams University 1998 — 2002
BS, Marketing
St. Mary Academy Bay View 1994 — 1998
UBS Financial Services Inc. 2007 - Present
Morgan Stanley 2007 - 2007
Investors Bank & Trust 2004 - 2005
Education
Roger Williams University 1998 — 2002
BS, Marketing
St. Mary Academy Bay View 1994 — 1998
Lawrence Kiefer Lawrence Kiefer's Morgan Stanley Experience November 1999 - September 2001
Job Vice President Business Development at DST Systems
Industry Financial Services
Experience
DST Systems January 2014 - Present
DST Systems January 2002 - Present
Morgan Stanley November 1999 - September 2001
Van Kampen Investments August 1991 - November 1999
Skills
FINRA Series 7,24,27, Financial Services, Portfolio Management, Back Office, Business Analysis, Mutual Funds, Securities, Asset Managment, Vendor Management, Investments, Equities, Banking, Risk Management, Finance, Requirements Gathering, Business Requirements, Insurance, Asset Management, Process Improvement
Education
Rockhurst University 1972 — 1976
Bachleor of Arts, Economics
UMKC
MBA, Finance
DST Systems January 2014 - Present
DST Systems January 2002 - Present
Morgan Stanley November 1999 - September 2001
Van Kampen Investments August 1991 - November 1999
Skills
FINRA Series 7,24,27, Financial Services, Portfolio Management, Back Office, Business Analysis, Mutual Funds, Securities, Asset Managment, Vendor Management, Investments, Equities, Banking, Risk Management, Finance, Requirements Gathering, Business Requirements, Insurance, Asset Management, Process Improvement
Education
Rockhurst University 1972 — 1976
Bachleor of Arts, Economics
UMKC
MBA, Finance
Leyland Jeffers Leyland Jeffers's Morgan Stanley Experience December 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
MJX Asset Management June 2012 - September 2012
Center for Advanced Financial Education December 2011 - May 2012
Mario J. Gabelli School of Business September 2011 - December 2011
Deutsche Bank July 2011 - August 2011
Chelsea Senior Living December 2006 - August 2009
Skills
Financial Analysis, Technical Analysis, Company Research, Market Analysis, Economic Research, Team Leadership, Public Speaking, Portfolio Management, Asset Allocation, Microsoft Office...
Education
Roger Williams University 2008 — 2012
BS, Finance
Seton Hall Preparatory School
Watchung Hills Regional High School
Morgan Stanley December 2012 - Present
MJX Asset Management June 2012 - September 2012
Center for Advanced Financial Education December 2011 - May 2012
Mario J. Gabelli School of Business September 2011 - December 2011
Deutsche Bank July 2011 - August 2011
Chelsea Senior Living December 2006 - August 2009
Skills
Financial Analysis, Technical Analysis, Company Research, Market Analysis, Economic Research, Team Leadership, Public Speaking, Portfolio Management, Asset Allocation, Microsoft Office...
Education
Roger Williams University 2008 — 2012
BS, Finance
Seton Hall Preparatory School
Watchung Hills Regional High School
Roxanne McElroy Roxanne McElroy's Morgan Stanley Experience November 2002 - February 2009
Job Senior Client Service Associate
Industry Financial Services
Experience
Morgan Stanley November 2002 - February 2009
Moargan Stanley November 1999 - 2002
Skills
Portfolio Management, Investments, Asset Allocation, Valuation, Business Process..., Financial Analysis, Financial Modeling
Education
Rochester Institute of Technology 2005 — 2008
MBA, Finance
State University of New York College at Buffalo 1995 — 1999
Morgan Stanley November 2002 - February 2009
Moargan Stanley November 1999 - 2002
Skills
Portfolio Management, Investments, Asset Allocation, Valuation, Business Process..., Financial Analysis, Financial Modeling
Education
Rochester Institute of Technology 2005 — 2008
MBA, Finance
State University of New York College at Buffalo 1995 — 1999
Mallory Surpless's Morgan Stanley Experience November 2013 - September 2015
Job Business Development & Customer Success @ Tradecraft
Industry Information Technology and Services
Experience
Tradecraft September 2015 - Present
Morgan Stanley November 2013 - September 2015
Menlo School March 2013 - May 2015
Morgan Stanley March 2013 - October 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Thumbprint Marketing January 2012 - April 2012
Florida Center for Reading Research October 2011 - December 2011
Rollins College August 2008 - December 2011
Friends of the Orphans May 2011 - August 2011
Northwestern University May 2010 - August 2010
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, SPSS, Adobe Fireworks, Stock Plan Services, Public Relations, Event Management, Event Planning, Management, Proposal Writing, Marketing Strategy, Research, PowerPoint, Marketing, Social Media, Training, Project Management, Public Speaking
Education
Rollins College 2008 — 2011
Bachelor of Arts (B.A.)
Rollins College 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Mallory G. Surpless
Tradecraft September 2015 - Present
Morgan Stanley November 2013 - September 2015
Menlo School March 2013 - May 2015
Morgan Stanley March 2013 - October 2013
Morgan Stanley Wealth Management September 2012 - February 2013
Thumbprint Marketing January 2012 - April 2012
Florida Center for Reading Research October 2011 - December 2011
Rollins College August 2008 - December 2011
Friends of the Orphans May 2011 - August 2011
Northwestern University May 2010 - August 2010
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, SPSS, Adobe Fireworks, Stock Plan Services, Public Relations, Event Management, Event Planning, Management, Proposal Writing, Marketing Strategy, Research, PowerPoint, Marketing, Social Media, Training, Project Management, Public Speaking
Education
Rollins College 2008 — 2011
Bachelor of Arts (B.A.)
Rollins College 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Mallory G. Surpless
John Reichmeier John Reichmeier's Morgan Stanley Experience September 2014 - October 2014
Job Client Operations Intern at State Street
Industry
Experience
State Street September 2015 - Present
Sigma Alpha Epsilon Fraternity May 2014 - Present
Rockhurst University August 2013 - Present
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley September 2014 - October 2014
CardioTabs May 2012 - August 2013
Dr. Frank Smist June 2012 - August 2012
Skills
Microsoft Excel, Mathematics, Athletics, Problem Solving, Multi Tasking, Group Work, Leadership, Analytics, Customer Service, Retail, Critical Thinking, Time Management, Social Networking, Access
Education
Rockhurst University 2012 — 2016
Finance/Economics, Junior
Rockhurst University 2012 — 2016
Financial Markets and Economic Analysis, 3.94/4.00 GPA
State Street September 2015 - Present
Sigma Alpha Epsilon Fraternity May 2014 - Present
Rockhurst University August 2013 - Present
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley September 2014 - October 2014
CardioTabs May 2012 - August 2013
Dr. Frank Smist June 2012 - August 2012
Skills
Microsoft Excel, Mathematics, Athletics, Problem Solving, Multi Tasking, Group Work, Leadership, Analytics, Customer Service, Retail, Critical Thinking, Time Management, Social Networking, Access
Education
Rockhurst University 2012 — 2016
Finance/Economics, Junior
Rockhurst University 2012 — 2016
Financial Markets and Economic Analysis, 3.94/4.00 GPA
HanSoo Lee's Morgan Stanley Experience June 2015 - August 2015
Job Student at Rochester Institute of Technology
Industry Computer Games
Experience
Morgan Stanley June 2015 - August 2015
Skills
Programming, Java, JavaScript, HTML, CSS, Python, C#
Education
Rochester Institute of Technology 2015 — 2019
Bachelor's degree, Game and Interactive Media Design, Freshman
Bergen County Academies 2011 — 2015
Morgan Stanley June 2015 - August 2015
Skills
Programming, Java, JavaScript, HTML, CSS, Python, C#
Education
Rochester Institute of Technology 2015 — 2019
Bachelor's degree, Game and Interactive Media Design, Freshman
Bergen County Academies 2011 — 2015
Briana Bondon Briana Bondon's Morgan Stanley Experience April 2014 - May 2015
Job MBA Candidate at Rockhurst University
Industry Marketing and Advertising
Experience
Helzberg School of Management June 2015 - Present
Intouch Solutions June 2015 - August 2015
Morgan Stanley April 2014 - May 2015
Rockhurst University August 2013 - May 2014
Skills
Sports, Treasurers, Volunteering, Time Management, Facebook, Statistics, Data Analysis, PowerPoint, Event Planning, Microsoft Word, Fundraising, Higher Education, SPSS, Teamwork, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Public Speaking, Social Media
Education
Rockhurst University 2015 — 2016
Master of Business Administration (MBA), Management
Rockhurst University 2011 — 2015
Bachelor's Degree, Marketing
Notre Dame de Sion High School 2007 — 2011
Helzberg School of Management June 2015 - Present
Intouch Solutions June 2015 - August 2015
Morgan Stanley April 2014 - May 2015
Rockhurst University August 2013 - May 2014
Skills
Sports, Treasurers, Volunteering, Time Management, Facebook, Statistics, Data Analysis, PowerPoint, Event Planning, Microsoft Word, Fundraising, Higher Education, SPSS, Teamwork, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Public Speaking, Social Media
Education
Rockhurst University 2015 — 2016
Master of Business Administration (MBA), Management
Rockhurst University 2011 — 2015
Bachelor's Degree, Marketing
Notre Dame de Sion High School 2007 — 2011
Stephen D. Mitchell Jr. Stephen D. Mitchell Jr.'s Morgan Stanley Experience October 2015 - Present
Job Asst. Vice President
Industry Banking
Experience
Morgan Stanley October 2015 - Present
Morgan Stanley June 2014 - Present
The Sylvia Group April 2011 - May 2014
Merrill Lynch January 2009 - March 2011
Bank of America January 2006 - January 2009
FleetBoston Financial April 2000 - December 2005
New York Life Insurance Company December 1995 - March 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis
Education
Roger Williams University
Springfield College
Morgan Stanley October 2015 - Present
Morgan Stanley June 2014 - Present
The Sylvia Group April 2011 - May 2014
Merrill Lynch January 2009 - March 2011
Bank of America January 2006 - January 2009
FleetBoston Financial April 2000 - December 2005
New York Life Insurance Company December 1995 - March 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis
Education
Roger Williams University
Springfield College
William Eismann William Eismann's Morgan Stanley Experience August 2007 - August 2010
Job Associate, Internal Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO August 2010 - Present
Morgan Stanley August 2007 - August 2010
Skills
Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Investments, Series 7
Education
Rider University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
PIMCO August 2010 - Present
Morgan Stanley August 2007 - August 2010
Skills
Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Investments, Series 7
Education
Rider University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Nikila Okorowo Nikila Okorowo's Morgan Stanley Experience 2002 - 2006
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Walgreens 2012 - 2014
Merrill Lynch 2006 - 2011
Morgan Stanley 2002 - 2006
Skills
Series 7, Retirement Planning, Wealth Management, Equities, Mutual Funds, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Bloomberg, Strategic Financial..., Retirement, Asset Allocation, Financial Analysis, Leadership, Microsoft Word, Financial Planning, Customer Service
Education
Rollins College
Bachelor's degree, International Affairs and Business Administration
Valencia College
Ameriprise Financial Services, Inc. 2015 - Present
Walgreens 2012 - 2014
Merrill Lynch 2006 - 2011
Morgan Stanley 2002 - 2006
Skills
Series 7, Retirement Planning, Wealth Management, Equities, Mutual Funds, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Bloomberg, Strategic Financial..., Retirement, Asset Allocation, Financial Analysis, Leadership, Microsoft Word, Financial Planning, Customer Service
Education
Rollins College
Bachelor's degree, International Affairs and Business Administration
Valencia College
Colin Egan Colin Egan's Morgan Stanley Experience June 2015 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Northwestern Mutual June 2014 - July 2015
Small Business Institute January 2015 - May 2015
Roger Williams University August 2011 - May 2014
Shore Point Distributors May 2011 - August 2013
Springlake Golf Course May 2008 - September 2010
Skills
Economics, Econometrics, Microsoft Excel, Stata, PowerPoint, Microsoft Word, Spanish, Management, Leadership, Team Leadership, Marketing, Hardwork, Highly personable, Accounting, Microsoft Office, Public Speaking, Teamwork, Social Media, Time Management, Social Networking, Facebook, Research
Education
Roger Williams University 2011 — 2015
Bachelor's degree in Economics, Minor in Political Science, 3.57 GPA
Wall Township Highschool 2007 — 2011
Morgan Stanley June 2015 - Present
Northwestern Mutual June 2014 - July 2015
Small Business Institute January 2015 - May 2015
Roger Williams University August 2011 - May 2014
Shore Point Distributors May 2011 - August 2013
Springlake Golf Course May 2008 - September 2010
Skills
Economics, Econometrics, Microsoft Excel, Stata, PowerPoint, Microsoft Word, Spanish, Management, Leadership, Team Leadership, Marketing, Hardwork, Highly personable, Accounting, Microsoft Office, Public Speaking, Teamwork, Social Media, Time Management, Social Networking, Facebook, Research
Education
Roger Williams University 2011 — 2015
Bachelor's degree in Economics, Minor in Political Science, 3.57 GPA
Wall Township Highschool 2007 — 2011
Jason Avdenko, CFA, CPA Jason Avdenko, CFA, CPA's Morgan Stanley Experience April 2004 - November 2004
Job Senior Manager of Operations and Accounting
Industry Investment Management
Experience
AAG Capital Markets LLC September 2014 - Present
Millennium Partners February 2014 - July 2014
Aksia October 2010 - January 2014
PricewaterhouseCoopers August 2006 - October 2010
Morgan Stanley April 2004 - November 2004
AE Web Technologies January 1996 - May 2001
Skills
Hedge Funds, Equity Research, Valuation, Equities, Alternative Investments, Financial Modeling, Asset Managment, Investments, Due Diligence, Financial Analysis, Portfolio Management, Fixed Income, Capital Markets, Trading, Strategy, Securities, Asset Management
Education
University at Buffalo, The State University of New York 2002 — 2006
Bachelor of Science, Business Administration; Finance, Accounting
Rochester Institute of Technology 2001 — 2002
AAG Capital Markets LLC September 2014 - Present
Millennium Partners February 2014 - July 2014
Aksia October 2010 - January 2014
PricewaterhouseCoopers August 2006 - October 2010
Morgan Stanley April 2004 - November 2004
AE Web Technologies January 1996 - May 2001
Skills
Hedge Funds, Equity Research, Valuation, Equities, Alternative Investments, Financial Modeling, Asset Managment, Investments, Due Diligence, Financial Analysis, Portfolio Management, Fixed Income, Capital Markets, Trading, Strategy, Securities, Asset Management
Education
University at Buffalo, The State University of New York 2002 — 2006
Bachelor of Science, Business Administration; Finance, Accounting
Rochester Institute of Technology 2001 — 2002
Louis Falvo, CIMA, CDFA Louis Falvo, CIMA, CDFA's Morgan Stanley Experience 1994 - 2005
Job CEO and Founder at Cross Roads Investment Management
Industry Financial Services
Experience
Cross Roads Investment Management January 2015 - Present
Merrill Lynch March 2005 - December 2014
Morgan Stanley 1994 - 2005
Dun and Bradstreet 1988 - 1994
Skills
Certified Investment..., Certified Divorce..., Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management, Tax Minimization, Education Planning, Retirement Planning, Investment Management, Investment Advisory, Retirement, Financial Advisory, Estate Planning, Wealth, Public Speaking, Financial Planners, Finance, Financial Planning, Securities, Tax, Management, Mutual Funds, Wealth Management
Education
Rochester Institute of Technology 1983 — 1988
Bachelor of Science (BS), Finance
Cross Roads Investment Management January 2015 - Present
Merrill Lynch March 2005 - December 2014
Morgan Stanley 1994 - 2005
Dun and Bradstreet 1988 - 1994
Skills
Certified Investment..., Certified Divorce..., Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management, Tax Minimization, Education Planning, Retirement Planning, Investment Management, Investment Advisory, Retirement, Financial Advisory, Estate Planning, Wealth, Public Speaking, Financial Planners, Finance, Financial Planning, Securities, Tax, Management, Mutual Funds, Wealth Management
Education
Rochester Institute of Technology 1983 — 1988
Bachelor of Science (BS), Finance
Nikki Bresch Nikki Bresch's Morgan Stanley Experience May 2015 - Present
Job Equities Operations Analyst
Industry Investment Banking
Experience
Morgan Stanley May 2015 - Present
Barclays Investment Bank March 2014 - March 2015
J.P. Morgan October 2011 - March 2014
J.P. Morgan March 2011 - June 2011
Vanguard November 2010 - March 2011
Lomurro, Davison, Eastman & Munoz May 2010 - August 2010
Skills
Investments, Management, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Rider University 2007 — 2010
Bachelor's of Science in Business Administration, Finance
University of New South Wales 2009 — 2009
Morgan Stanley May 2015 - Present
Barclays Investment Bank March 2014 - March 2015
J.P. Morgan October 2011 - March 2014
J.P. Morgan March 2011 - June 2011
Vanguard November 2010 - March 2011
Lomurro, Davison, Eastman & Munoz May 2010 - August 2010
Skills
Investments, Management, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Rider University 2007 — 2010
Bachelor's of Science in Business Administration, Finance
University of New South Wales 2009 — 2009
Jahaira Lira Jahaira Lira's Morgan Stanley Experience April 2015 - Present
Job Customer Service
Industry Consumer Services
Experience
Morgan Stanley April 2015 - Present
VW Credit, Inc. July 2013 - April 2015
Skills
Customer Service
Education
Robert Morris College 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Morgan Stanley April 2015 - Present
VW Credit, Inc. July 2013 - April 2015
Skills
Customer Service
Education
Robert Morris College 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Nelson Castro Jr.'s Morgan Stanley Experience April 2014 - September 2015
Job Previous Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2014 - September 2015
NewGate Capital Partners July 2013 - April 2014
BDG International August 2012 - February 2013
Bank of America Merrill Lynch June 2010 - July 2012
AB Floors & Restoration, Inc. June 2007 - August 2009
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.)
Morgan Stanley April 2014 - September 2015
NewGate Capital Partners July 2013 - April 2014
BDG International August 2012 - February 2013
Bank of America Merrill Lynch June 2010 - July 2012
AB Floors & Restoration, Inc. June 2007 - August 2009
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.)
Steven Chieca's Morgan Stanley Experience January 2015 - Present
Job Global Stock Plan Service Delivery Manager
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - December 2014
AXA Advisors, LLC DBA Kaplan Financial Group March 2012 - July 2012
Mednet Healthcare Technologies July 2010 - May 2011
Rider University Sports Information September 2008 - May 2011
Princeton University Campus Recreation & Athletics March 2010 - August 2010
Skills
PowerPoint, Excel, Microsoft Office, Statistics, Research, Finance, Marketing, Social Media, Microsoft Excel, Outlook, Microsoft Word, Access, Analysis, Data Analysis, Sales
Education
SUNY Stony Brook 2011 — 2013
MBA, Finance & Management
Rider University 2007 — 2011
Bachelor's degree, Economics & Business Administration
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - December 2014
AXA Advisors, LLC DBA Kaplan Financial Group March 2012 - July 2012
Mednet Healthcare Technologies July 2010 - May 2011
Rider University Sports Information September 2008 - May 2011
Princeton University Campus Recreation & Athletics March 2010 - August 2010
Skills
PowerPoint, Excel, Microsoft Office, Statistics, Research, Finance, Marketing, Social Media, Microsoft Excel, Outlook, Microsoft Word, Access, Analysis, Data Analysis, Sales
Education
SUNY Stony Brook 2011 — 2013
MBA, Finance & Management
Rider University 2007 — 2011
Bachelor's degree, Economics & Business Administration
Romulo Rainha's Morgan Stanley Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Morgan Stanley June 2014 - August 2014
Blue Ocean Equity Partners May 2013 - August 2013
InterMutual Group January 2013 - April 2013
Skills
Investment Banking, Valuation, Venture Capital, Private Equity, Leadership, Teamwork, Research, Public Speaking, SaaS, Bloomberg Terminal, Investments, Equities, Bloomberg, Social Networking, Capital Markets, Real Estate, Due Diligence, Social Media Marketing, Photoshop
Education
Rollins College 2012 — 2016
BA, Economics Minor, International Business & Spanish
Worcester Academy
Deutsche Bank June 2015 - Present
Morgan Stanley June 2014 - August 2014
Blue Ocean Equity Partners May 2013 - August 2013
InterMutual Group January 2013 - April 2013
Skills
Investment Banking, Valuation, Venture Capital, Private Equity, Leadership, Teamwork, Research, Public Speaking, SaaS, Bloomberg Terminal, Investments, Equities, Bloomberg, Social Networking, Capital Markets, Real Estate, Due Diligence, Social Media Marketing, Photoshop
Education
Rollins College 2012 — 2016
BA, Economics Minor, International Business & Spanish
Worcester Academy
Susan Dupuis Susan Dupuis's Morgan Stanley Experience 2013 - 2014
Job Administrative Professional
Industry Financial Services
Experience
Morgan Stanley 2013 - 2014
Curious by Nature School January 2012 - June 2013
Allstate Financial Services September 2009 - September 2012
Lighthouse Christian School September 2009 - June 2012
Capital One Auto Finance September 2002 - December 2004
Applied Biotech, Inc. June 2000 - August 2002
Mizuho Usa Inc June 1997 - June 2000
Residence Inn by Marriott April 1996 - September 1997
Sammy's Woodfired Pizza April 1995 - June 1996
Marriott International June 1991 - April 1995
Skills
Customer Service, Microsoft Office, Sales
Education
Rochester Institute of Technology 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management, 3.5
State University of New York College at Buffalo 1985 — 1987
Associates Degree, Liberal Arts and Sciences/Liberal Studies, 3.8
Morgan Stanley 2013 - 2014
Curious by Nature School January 2012 - June 2013
Allstate Financial Services September 2009 - September 2012
Lighthouse Christian School September 2009 - June 2012
Capital One Auto Finance September 2002 - December 2004
Applied Biotech, Inc. June 2000 - August 2002
Mizuho Usa Inc June 1997 - June 2000
Residence Inn by Marriott April 1996 - September 1997
Sammy's Woodfired Pizza April 1995 - June 1996
Marriott International June 1991 - April 1995
Skills
Customer Service, Microsoft Office, Sales
Education
Rochester Institute of Technology 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management, 3.5
State University of New York College at Buffalo 1985 — 1987
Associates Degree, Liberal Arts and Sciences/Liberal Studies, 3.8
Adrienne Tam's Morgan Stanley Experience June 2012 - May 2014
Job FSO Tax Associate at EY
Industry Accounting
Experience
EY November 2014 - Present
Morgan Stanley June 2012 - May 2014
CBS Corporation January 2012 - May 2012
Baruch College June 2010 - May 2011
Apple November 2009 - April 2010
Skills
PowerPoint, Tax, Accounting, Financial Analysis, Tax Accounting, QuickBooks, Financial Modeling, Access, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Auditing, General Ledger, Outlook, Social Media, Microsoft Office, GAAP, Microsoft Word
Education
Rikkyo University 2013 — 2013
International Business
City University of New York, Baruch College: Zicklin School of Business New 2009 — 2013
Bachelor of Business Administration, Accounting
EY November 2014 - Present
Morgan Stanley June 2012 - May 2014
CBS Corporation January 2012 - May 2012
Baruch College June 2010 - May 2011
Apple November 2009 - April 2010
Skills
PowerPoint, Tax, Accounting, Financial Analysis, Tax Accounting, QuickBooks, Financial Modeling, Access, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Auditing, General Ledger, Outlook, Social Media, Microsoft Office, GAAP, Microsoft Word
Education
Rikkyo University 2013 — 2013
International Business
City University of New York, Baruch College: Zicklin School of Business New 2009 — 2013
Bachelor of Business Administration, Accounting
Robert Galinski Robert Galinski's Morgan Stanley Experience January 2000 - August 2000
Job Financial Advisor, LPL Financial Vice President
Industry Financial Services
Experience
First Niagara Bank May 2012 - Present
HSBC December 2004 - May 2012
HSBC Bank USA NA December 2004 - May 2012
National Association January 2004 - December 2004
Select Responsibilities Include September 2000 - March 2003
Morgan Stanley January 2000 - August 2000
Education
Rochester Institute of Technology 1996 — 2000
BS
First Niagara Bank May 2012 - Present
HSBC December 2004 - May 2012
HSBC Bank USA NA December 2004 - May 2012
National Association January 2004 - December 2004
Select Responsibilities Include September 2000 - March 2003
Morgan Stanley January 2000 - August 2000
Education
Rochester Institute of Technology 1996 — 2000
BS
Jeff Lellahi's Morgan Stanley Experience January 2009 - September 2009
Job Trader at Institutional Cash Distributors
Industry Financial Services
Experience
Institutional Cash Distributors March 2015 - Present
Charles Schwab June 2012 - March 2015
BNY Mellon September 2009 - April 2012
Morgan Stanley January 2009 - September 2009
Lehman Brothers September 2006 - September 2008
Skills
Fixed Income, Equities, Derivatives, Securities, Mutual Funds, Corporate Actions, Alternative Investments, Bonds, Bloomberg Terminal, Options, Valuation, Financial Modeling, Credit Derivatives, Capital Markets, Municipal Bonds, Account Reconciliation, Master Data Management, Series 7, Asset Allocation, Swaps, Trading, Series 63, Interest Rate..., Trading Systems, Risk Management
Education
Roger Williams University 2002 — 2006
BS, Business Administration
Institutional Cash Distributors March 2015 - Present
Charles Schwab June 2012 - March 2015
BNY Mellon September 2009 - April 2012
Morgan Stanley January 2009 - September 2009
Lehman Brothers September 2006 - September 2008
Skills
Fixed Income, Equities, Derivatives, Securities, Mutual Funds, Corporate Actions, Alternative Investments, Bonds, Bloomberg Terminal, Options, Valuation, Financial Modeling, Credit Derivatives, Capital Markets, Municipal Bonds, Account Reconciliation, Master Data Management, Series 7, Asset Allocation, Swaps, Trading, Series 63, Interest Rate..., Trading Systems, Risk Management
Education
Roger Williams University 2002 — 2006
BS, Business Administration
Don Forschmidt's Morgan Stanley Experience January 2004 - June 2012
Job Corporate Video Production, Owner, PrimeLight Productions
Industry Media Production
Experience
Primelight Productions - Corporate Video Production Company January 1990 - Present
Goldman Sachs February 2011 - June 2012
New York Life January 2005 - June 2012
Morgan Stanley January 2004 - June 2012
American Express January 1990 - May 2012
Photographer January 1983 - January 1990
Skills
Video Production, Video, Broadcast, Corporate Communications, Producing, Television, Video Editing, Multimedia, Digital Media, Creative Direction, Post Production, Internal Communications, Documentaries, Media Production, Photography, Production Managment, Content Strategy, Commercials, Production Management
Education
Rochester Institute of Technology
BFA
Primelight Productions - Corporate Video Production Company January 1990 - Present
Goldman Sachs February 2011 - June 2012
New York Life January 2005 - June 2012
Morgan Stanley January 2004 - June 2012
American Express January 1990 - May 2012
Photographer January 1983 - January 1990
Skills
Video Production, Video, Broadcast, Corporate Communications, Producing, Television, Video Editing, Multimedia, Digital Media, Creative Direction, Post Production, Internal Communications, Documentaries, Media Production, Photography, Production Managment, Content Strategy, Commercials, Production Management
Education
Rochester Institute of Technology
BFA
Jose Despian, Esq. Jose Despian, Esq.'s Morgan Stanley Experience December 2009 - March 2015
Job Vice PresidentLegal Entity Federal Reporting Group at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley December 2009 - March 2015
The Goldman Sachs Group, Inc. June 2009 - December 2009
Frieri Conroy & Lombardo, LLC January 2007 - May 2008
BankNewport September 2005 - January 2007
CVS/Pharmacy June 2004 - June 2005
Sovereign Bank April 2002 - May 2003
Skills
Corporate Governance, Compliance, Contract Negotiation, Banking Law and..., Federal Reserve Rules..., BHC Act, FDIC Rules and..., Regulation W, Regulation K, Commercial Lending, Document Review, De Novo Bank Formation, Private Placements, Banking Law, Securities, Corporate Law, Commercial Litigation, Investments, Banking, OFAC, AML, Private Equity, Legal Writing, Financial Services, Licensing, Litigation, Finance, Legal Research, Securities Regulation, Due Diligence, Legal Assistance, Financial Regulation, Legal Compliance, Loans, Leadership, Teamwork
Education
Roger Williams University School of Law 1999 — 2003
Juris Doctorate, Law
University of Scranton 1995 — 1999
Bachelor of Science, Criminal Justice; History
Cardinal Hayes High School 1991 — 1995
Diploma
Morgan Stanley December 2009 - March 2015
The Goldman Sachs Group, Inc. June 2009 - December 2009
Frieri Conroy & Lombardo, LLC January 2007 - May 2008
BankNewport September 2005 - January 2007
CVS/Pharmacy June 2004 - June 2005
Sovereign Bank April 2002 - May 2003
Skills
Corporate Governance, Compliance, Contract Negotiation, Banking Law and..., Federal Reserve Rules..., BHC Act, FDIC Rules and..., Regulation W, Regulation K, Commercial Lending, Document Review, De Novo Bank Formation, Private Placements, Banking Law, Securities, Corporate Law, Commercial Litigation, Investments, Banking, OFAC, AML, Private Equity, Legal Writing, Financial Services, Licensing, Litigation, Finance, Legal Research, Securities Regulation, Due Diligence, Legal Assistance, Financial Regulation, Legal Compliance, Loans, Leadership, Teamwork
Education
Roger Williams University School of Law 1999 — 2003
Juris Doctorate, Law
University of Scranton 1995 — 1999
Bachelor of Science, Criminal Justice; History
Cardinal Hayes High School 1991 — 1995
Diploma
Kathryn Harmon-Gmehlin Kathryn Harmon-Gmehlin's Morgan Stanley Experience August 1999 - June 2003
Job Instructional Designer/Developer at Arizona State Dept of Economic Security (DBME/FAA)
Industry E-Learning
Experience
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Bob Finnen Bob Finnen's Morgan Stanley Experience March 2012 - July 2015
Job Software Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - July 2015
Moore Capital 1999 - February 2012
ORB, Inc. 1999 - 2000
JP Morgan 1994 - 1998
Associated Press 1990 - 1994
Bowne 1989 - 1990
Composition Systems Inc. 1983 - 1989
Skills
Hedge Funds, Risk Management, Market Risk, Software Development, Software Project..., Relational Databases, Financial Risk, Management, Equities, Derivatives, Trading Systems, Private Equity, Software Documentation, Fixed Income, Financial Modeling, Capital Markets, Alternative Investments, FX Options, Bloomberg, Credit Derivatives
Education
Rockland Community College
State University of New York College at Oswego
BA, Computer Science
Suffern High School
Morgan Stanley March 2012 - July 2015
Moore Capital 1999 - February 2012
ORB, Inc. 1999 - 2000
JP Morgan 1994 - 1998
Associated Press 1990 - 1994
Bowne 1989 - 1990
Composition Systems Inc. 1983 - 1989
Skills
Hedge Funds, Risk Management, Market Risk, Software Development, Software Project..., Relational Databases, Financial Risk, Management, Equities, Derivatives, Trading Systems, Private Equity, Software Documentation, Fixed Income, Financial Modeling, Capital Markets, Alternative Investments, FX Options, Bloomberg, Credit Derivatives
Education
Rockland Community College
State University of New York College at Oswego
BA, Computer Science
Suffern High School
Louise (Juhan) Leviton Louise (Juhan) Leviton's Morgan Stanley Experience 1988 - 1991
Job
Industry Staffing and Recruiting
Experience
The Caldwell Partners International July 2010 - Present
Heidrick & Struggles November 2006 - July 2010
Highland Partners February 2005 - November 2006
The Home Depot 2004 - 2005
Own Recruitng Business 2002 - 2004
Korn Ferry International 1992 - 2002
Morgan Stanley 1988 - 1991
Lehman Brothers December 1982 - November 1987
Skills
Executive Search, Sourcing, Management, Talent Acquisition, Strategic Planning, Talent Management, Leadership Development, Onboarding, Recruiting, Marketing Strategy, Performance Management, Succession Planning, Organizational..., Human Resources
Education
Roanoke College 1978 — 1982
BA, Economics
The Caldwell Partners International July 2010 - Present
Heidrick & Struggles November 2006 - July 2010
Highland Partners February 2005 - November 2006
The Home Depot 2004 - 2005
Own Recruitng Business 2002 - 2004
Korn Ferry International 1992 - 2002
Morgan Stanley 1988 - 1991
Lehman Brothers December 1982 - November 1987
Skills
Executive Search, Sourcing, Management, Talent Acquisition, Strategic Planning, Talent Management, Leadership Development, Onboarding, Recruiting, Marketing Strategy, Performance Management, Succession Planning, Organizational..., Human Resources
Education
Roanoke College 1978 — 1982
BA, Economics
Hamilton Krans's Morgan Stanley Experience December 1998 - November 2002
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. November 2010 - Present
Wells Fargo Advisors, LLC November 2002 - November 2010
Morgan Stanley December 1998 - November 2002
Education
Rollins College 1993 — 1997
BA Economics
Dover
St Thomas Aquinas
SunTrust Investment Services, Inc. November 2010 - Present
Wells Fargo Advisors, LLC November 2002 - November 2010
Morgan Stanley December 1998 - November 2002
Education
Rollins College 1993 — 1997
BA Economics
Dover
St Thomas Aquinas
William M. Peragine III, AIF® William M. Peragine III, AIF®'s Morgan Stanley Experience February 2006 - September 2014
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
Morgan Stanley February 2006 - September 2014
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Pensions, Equities, Defined Benefit, Fixed Income
Education
Rider University 1981 — 1985
Bachelor's degree, Finance & Computer Science
Wells Fargo Advisors, LLC September 2014 - Present
Morgan Stanley February 2006 - September 2014
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Pensions, Equities, Defined Benefit, Fixed Income
Education
Rider University 1981 — 1985
Bachelor's degree, Finance & Computer Science
Lauren Howard Lauren Howard's Morgan Stanley Experience May 2006 - July 2006
Job Competitive Pricing Strategist at SAIC
Industry Market Research
Experience
SAIC September 2013 - Present
SAIC May 2009 - September 2013
SAIC May 2008 - August 2008
Morgan Stanley May 2006 - July 2006
Skills
Competitive Intelligence, Opportunity..., Competitive Analysis, Data Analysis, Government, Microsoft Excel, Market Research, Market Analysis, Business Development, Marketing Strategy, Strategic Planning, Analytics, Brand Management, Marketing, Strategic Partnerships, Marketing Communications, Business Strategy, Leadership, Strategy, International Business, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
MBA, Marketing
Rollins College 2003 — 2007
BA, Economics
University of Pittsburgh 2005 — 2005
Semester at Sea
SAIC September 2013 - Present
SAIC May 2009 - September 2013
SAIC May 2008 - August 2008
Morgan Stanley May 2006 - July 2006
Skills
Competitive Intelligence, Opportunity..., Competitive Analysis, Data Analysis, Government, Microsoft Excel, Market Research, Market Analysis, Business Development, Marketing Strategy, Strategic Planning, Analytics, Brand Management, Marketing, Strategic Partnerships, Marketing Communications, Business Strategy, Leadership, Strategy, International Business, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
MBA, Marketing
Rollins College 2003 — 2007
BA, Economics
University of Pittsburgh 2005 — 2005
Semester at Sea
Sergei Bevz Sergei Bevz's Morgan Stanley Experience March 2005 - October 2006
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2013 - Present
Scottrade September 2013 - Present
Merrill Lynch November 2006 - December 2011
Morgan Stanley March 2005 - October 2006
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Financial Analysis, Business Strategy, Securities, Financial Services, Equities, Finance, Investment Advisory, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Series 7, Series 63, Asset Management
Education
University of Vermont 2000 — 2003
Business Administration, Finance
Rollins College 1998 — 2000
International Business, Finance
Brewster Academy 1994 — 1998
High School, College Prep
Scottrade September 2013 - Present
Scottrade September 2013 - Present
Merrill Lynch November 2006 - December 2011
Morgan Stanley March 2005 - October 2006
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Financial Analysis, Business Strategy, Securities, Financial Services, Equities, Finance, Investment Advisory, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Series 7, Series 63, Asset Management
Education
University of Vermont 2000 — 2003
Business Administration, Finance
Rollins College 1998 — 2000
International Business, Finance
Brewster Academy 1994 — 1998
High School, College Prep
Kimberly De Gennaro (Stowers)'s Morgan Stanley Experience October 2008 - December 2008
Job Sales Operations Aegis Capital Ventures at Aegis Capital
Industry Information Technology and Services
Experience
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Jonathan Burzawa Jonathan Burzawa's Morgan Stanley Experience January 2004 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2004 - January 2009
K&B Brokerage January 2000 - January 2004
Association of Eurobrokers January 1998 - January 2000
Education
Robert Morris University - Illinois 1999 — 2003
BBA, Management, Accounting
Morgan Stanley January 2004 - January 2009
K&B Brokerage January 2000 - January 2004
Association of Eurobrokers January 1998 - January 2000
Education
Robert Morris University - Illinois 1999 — 2003
BBA, Management, Accounting
Sandra (Cromwell) Kusant's Morgan Stanley Experience January 2000 - January 2001
Job Learning & Development Professional
Industry Human Resources
Experience
Viacom March 2014 - Present
Center for Evidence-Based Education January 2008 - May 2012
Merrill Lynch January 2001 - January 2008
Leadership & Talent Management, Wealth Management Division January 2001 - January 2005
Morgan Stanley January 2000 - January 2001
Skills
Business Development, Leadership, Training, Strategy, CRM, Marketing Strategy, Employee Training, Project Management, Time Management, Talent Management, Strategic Planning, Budgets, Sales
Education
Elementary Education, Rider University
Rider University 1995 — 1999
BA, Education
Viacom March 2014 - Present
Center for Evidence-Based Education January 2008 - May 2012
Merrill Lynch January 2001 - January 2008
Leadership & Talent Management, Wealth Management Division January 2001 - January 2005
Morgan Stanley January 2000 - January 2001
Skills
Business Development, Leadership, Training, Strategy, CRM, Marketing Strategy, Employee Training, Project Management, Time Management, Talent Management, Strategic Planning, Budgets, Sales
Education
Elementary Education, Rider University
Rider University 1995 — 1999
BA, Education
Amin Rhemtulla Amin Rhemtulla's Morgan Stanley Experience September 2007 - November 2009
Job Vice President at Nomura Securities
Industry Computer Software
Experience
Nomura Securities November 2009 - Present
Morgan Stanley September 2007 - November 2009
Bear Wagner Specialist October 2006 - September 2007
Intel Corporation August 1998 - October 2006
Skills
Multithreading, Algorithms, Object Oriented Design, Low Latency, Equities, C++, Agile, C, UML, Financial Markets, Linux, Capital Markets, Low Level Programming, Debugging, Smart Order Routing, Market Structure
Education
Rochester Institute of Technology 1996 — 1998
MSC Computer Science, Computer Science, Distributed Computing, Pattern Recognition, Neural Networks and Genetic Algorithms
University of Dar es Salaam 1995 — 1998
BSC, Math with minor Computer Science
Agakhan Mzizima Secondary School
Nomura Securities November 2009 - Present
Morgan Stanley September 2007 - November 2009
Bear Wagner Specialist October 2006 - September 2007
Intel Corporation August 1998 - October 2006
Skills
Multithreading, Algorithms, Object Oriented Design, Low Latency, Equities, C++, Agile, C, UML, Financial Markets, Linux, Capital Markets, Low Level Programming, Debugging, Smart Order Routing, Market Structure
Education
Rochester Institute of Technology 1996 — 1998
MSC Computer Science, Computer Science, Distributed Computing, Pattern Recognition, Neural Networks and Genetic Algorithms
University of Dar es Salaam 1995 — 1998
BSC, Math with minor Computer Science
Agakhan Mzizima Secondary School
Hope Wahlbrink Hope Wahlbrink's Morgan Stanley Experience July 2014 - Present
Job Equity Derivatives Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
HoneyBaked Ham May 2005 - Present
Vocus February 2014 - June 2014
University of Maryland Orientation Office September 2011 - May 2014
University of Maryland Orientation Office January 2011 - December 2013
Sagemark Consulting June 2013 - August 2013
Skills
Management, Customer Service, Sales, Facebook, PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Social Media Marketing, Research, Public Speaking, Data Analysis
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, Junior
RMIT University
International Business and Economics
Morgan Stanley July 2014 - Present
HoneyBaked Ham May 2005 - Present
Vocus February 2014 - June 2014
University of Maryland Orientation Office September 2011 - May 2014
University of Maryland Orientation Office January 2011 - December 2013
Sagemark Consulting June 2013 - August 2013
Skills
Management, Customer Service, Sales, Facebook, PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Social Media Marketing, Research, Public Speaking, Data Analysis
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, Junior
RMIT University
International Business and Economics
Kara Kayrouz Kara Kayrouz's Morgan Stanley Experience May 2013 - September 2013
Job Account Executive at Xactly
Industry Computer Software
Experience
Xactly Corp June 2015 - Present
NewBrand (acquired by Sprinklr) September 2014 - June 2015
NewBrand (acquired by Sprinklr) October 2013 - October 2014
Morgan Stanley May 2013 - September 2013
Roanoke College January 2011 - May 2013
US Congress May 2009 - August 2009
Skills
Leadership, Management, Business Development, Data Analysis, Investments, Sales, Customer Service, Event Planning, Market Research, Critical Thinking, Multi Tasking, Public Speaking, Social Networking, Social Media, Analysis, Salesforce.com, Pre-sales, Territory..., Sales Operations, Sales Management, Strategy, PowerPoint
Education
Roanoke College 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Xactly Corp June 2015 - Present
NewBrand (acquired by Sprinklr) September 2014 - June 2015
NewBrand (acquired by Sprinklr) October 2013 - October 2014
Morgan Stanley May 2013 - September 2013
Roanoke College January 2011 - May 2013
US Congress May 2009 - August 2009
Skills
Leadership, Management, Business Development, Data Analysis, Investments, Sales, Customer Service, Event Planning, Market Research, Critical Thinking, Multi Tasking, Public Speaking, Social Networking, Social Media, Analysis, Salesforce.com, Pre-sales, Territory..., Sales Operations, Sales Management, Strategy, PowerPoint
Education
Roanoke College 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Alfred McNair, MBA Alfred McNair, MBA's Morgan Stanley Experience August 2004 - January 2005
Job Business Strategist | Product Marketing Manager | Founder of Alfred E Consulting | Problem Solver at Siemens Energy
Industry Management Consulting
Experience
Siemens March 2013 - Present
Alfred Endeio LLC January 2011 - Present
Washoe Investments September 2006 - January 2011
MindComet June 2009 - September 2009
Stansberry & Associates May 2005 - September 2006
Morgan Stanley August 2004 - January 2005
Church Street Entertainment May 2002 - August 2004
Skills
Brand Management, Organizational..., Research, Email Marketing, Marketing Strategy, Marketing, Online Advertising, Social Media, Marketing Communications, Business Development, Integrated Marketing, Social Media Marketing, Management, Project Management, Strategic Planning, Market Research, Leadership, Microsoft Office, Advertising, Customer Service, Public Speaking, Analytics, Strategy
Education
University of Central Florida 2013 — 2017
Engineer's Degree, Mechanical Engineering
Rollins College - Crummer Graduate School of Business 2008 — 2010
M.B.A., Marketing & Ops Management
University of Central Florida - College of Business Administration 2000 — 2005
B.A., Finance & Marketing
Siemens March 2013 - Present
Alfred Endeio LLC January 2011 - Present
Washoe Investments September 2006 - January 2011
MindComet June 2009 - September 2009
Stansberry & Associates May 2005 - September 2006
Morgan Stanley August 2004 - January 2005
Church Street Entertainment May 2002 - August 2004
Skills
Brand Management, Organizational..., Research, Email Marketing, Marketing Strategy, Marketing, Online Advertising, Social Media, Marketing Communications, Business Development, Integrated Marketing, Social Media Marketing, Management, Project Management, Strategic Planning, Market Research, Leadership, Microsoft Office, Advertising, Customer Service, Public Speaking, Analytics, Strategy
Education
University of Central Florida 2013 — 2017
Engineer's Degree, Mechanical Engineering
Rollins College - Crummer Graduate School of Business 2008 — 2010
M.B.A., Marketing & Ops Management
University of Central Florida - College of Business Administration 2000 — 2005
B.A., Finance & Marketing
Ritesh Chaudhary's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley November 2007 - December 2013
Vitech Systems August 2006 - November 2007
Dealogic LLC August 2003 - August 2006
Cameo Technologies December 2001 - August 2003
Skills
Trading Systems, Derivatives, SDLC, Electronic Trading, Equity Derivatives, Software Project..., IT Strategy, Requirements Gathering, Project Management, Business Analysis, Financial Markets, Trading, Product Management, Agile Methodologies, Product Development, Business Development
Education
Rochester Institute of Technology 2001 — 2003
MS, Information Technology
H.R. College 1997 — 2000
BCom, Finance & Accounting
Morgan Stanley January 2014 - Present
Morgan Stanley November 2007 - December 2013
Vitech Systems August 2006 - November 2007
Dealogic LLC August 2003 - August 2006
Cameo Technologies December 2001 - August 2003
Skills
Trading Systems, Derivatives, SDLC, Electronic Trading, Equity Derivatives, Software Project..., IT Strategy, Requirements Gathering, Project Management, Business Analysis, Financial Markets, Trading, Product Management, Agile Methodologies, Product Development, Business Development
Education
Rochester Institute of Technology 2001 — 2003
MS, Information Technology
H.R. College 1997 — 2000
BCom, Finance & Accounting
Howard Reiter, PMP's Morgan Stanley Experience December 2009 - 2010
Job Program Manager at Bank Leumi
Industry Information Technology and Services
Experience
Bank Leumi December 2012 - Present
AXA Equitable September 2010 - October 2012
Citigroup July 2010 - September 2010
AIG Global Investment Group May 2010 - June 2010
Morgan Stanley December 2009 - 2010
AllianceBernstein February 2006 - December 2009
JPMorganChase 1997 - 2006
JP Morgan Chase 1997 - 2006
Cap Gemini America 1994 - 1997
Quest Diagnostics 1991 - 1994
Skills
PMI, Metrics, CMM, SDLC, PMO, Vendor Management, PMP, Project Portfolio..., Business Analysis, Program Management, Software Project..., Requirements Analysis, Visio, Requirements Gathering, Project Management, Business Requirements, Business Process, Risk Management, Quality Assurance, User Acceptance Testing, Agile Methodologies, Data Warehousing, Management, IT Strategy, Agile Project Management, Business Process..., Project Planning, Leadership, Outsourcing, Moody, Systems Analysis
Education
Rochester Institute of Technology 1985 — 1989
BS, Management Information Systems
Ramapo High School 1982 — 1985
Bank Leumi December 2012 - Present
AXA Equitable September 2010 - October 2012
Citigroup July 2010 - September 2010
AIG Global Investment Group May 2010 - June 2010
Morgan Stanley December 2009 - 2010
AllianceBernstein February 2006 - December 2009
JPMorganChase 1997 - 2006
JP Morgan Chase 1997 - 2006
Cap Gemini America 1994 - 1997
Quest Diagnostics 1991 - 1994
Skills
PMI, Metrics, CMM, SDLC, PMO, Vendor Management, PMP, Project Portfolio..., Business Analysis, Program Management, Software Project..., Requirements Analysis, Visio, Requirements Gathering, Project Management, Business Requirements, Business Process, Risk Management, Quality Assurance, User Acceptance Testing, Agile Methodologies, Data Warehousing, Management, IT Strategy, Agile Project Management, Business Process..., Project Planning, Leadership, Outsourcing, Moody, Systems Analysis
Education
Rochester Institute of Technology 1985 — 1989
BS, Management Information Systems
Ramapo High School 1982 — 1985
Dan Clay's Morgan Stanley Experience 2005 - 2006
Job CAE Integrated, LLC
Industry Investment Management
Experience
Capital Asset Exchange & Trading, LLC February 2014 - Present
Windjammer Capital LLC February 2013 - January 2014
ITG October 2008 - January 2013
ITG October 2008 - August 2011
Harvard Management Company 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Trading, Investments, Securities, Trading Systems, Futures Trading, Electronic Trading, Commodity Markets, Series 7, Alternative Investments, Derivatives, Asset Managment, Series 63, Options Strategies, Valuation, Risk Management, FX Options, Financial Modeling, Capital Markets, Mutual Funds, Portfolio Management, Banking, Options, Financial Markets, Commodity
Education
Rollins College 2004 — 2006
B.A., Economics
University of Rochester 2002 — 2004
Bachelor of Arts (B.A.), Economics, Pre-medicine
Capital Asset Exchange & Trading, LLC February 2014 - Present
Windjammer Capital LLC February 2013 - January 2014
ITG October 2008 - January 2013
ITG October 2008 - August 2011
Harvard Management Company 2006 - 2008
Morgan Stanley 2005 - 2006
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Trading, Investments, Securities, Trading Systems, Futures Trading, Electronic Trading, Commodity Markets, Series 7, Alternative Investments, Derivatives, Asset Managment, Series 63, Options Strategies, Valuation, Risk Management, FX Options, Financial Modeling, Capital Markets, Mutual Funds, Portfolio Management, Banking, Options, Financial Markets, Commodity
Education
Rollins College 2004 — 2006
B.A., Economics
University of Rochester 2002 — 2004
Bachelor of Arts (B.A.), Economics, Pre-medicine
Rich Dararaksmey, CISA, CRISC's Morgan Stanley Experience August 2014 - Present
Job Senior Manager IT Audit at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Barclays April 2013 - August 2014
JPMorgan Chase & Co. July 2007 - April 2013
Xerox 2005 - 2007
Skills
Risk Management, IT Audit, Visio, Sarbanes-Oxley Act, SharePoint, Internal Controls, Information Security, Business Analysis, Internal Audit, Auditing, Risk Assessment, Financial Risk, Program Management, Management, Cross-functional Team..., Project Management, Quality Assurance, Information Technology, Sarbanes-Oxley, CISA
Education
Rochester Institute of Technology
Bachelor of Science, Management Information Systems
Morgan Stanley August 2014 - Present
Barclays April 2013 - August 2014
JPMorgan Chase & Co. July 2007 - April 2013
Xerox 2005 - 2007
Skills
Risk Management, IT Audit, Visio, Sarbanes-Oxley Act, SharePoint, Internal Controls, Information Security, Business Analysis, Internal Audit, Auditing, Risk Assessment, Financial Risk, Program Management, Management, Cross-functional Team..., Project Management, Quality Assurance, Information Technology, Sarbanes-Oxley, CISA
Education
Rochester Institute of Technology
Bachelor of Science, Management Information Systems
Mary Gilhooly's Morgan Stanley Experience April 2005 - November 2009
Job VP, Global Risk Management Team at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities November 2009 - Present
Morgan Stanley April 2005 - November 2009
Bear, Stearns & Co. Inc 1997 - 2005
NASD/FINRA-Dist #10 NY 1991 - 1996
NYMEX 1988 - 1991
Education
Rider University 1984 — 1988
BS, Accounting
Banc of America Securities November 2009 - Present
Morgan Stanley April 2005 - November 2009
Bear, Stearns & Co. Inc 1997 - 2005
NASD/FINRA-Dist #10 NY 1991 - 1996
NYMEX 1988 - 1991
Education
Rider University 1984 — 1988
BS, Accounting
Tim Blondell's Morgan Stanley Experience March 2000 - November 2001
Job Estate Manager at Vinjon
Industry Consumer Services
Experience
Vinjon January 2002 - Present
Morgan Stanley March 2000 - November 2001
Education
Rochester Institute of Technology 1976 — 1980
Vinjon January 2002 - Present
Morgan Stanley March 2000 - November 2001
Education
Rochester Institute of Technology 1976 — 1980
Lou Salgado, MBA's Morgan Stanley Experience June 2009 - April 2011
Job Global eSourcing Lead Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP July 2014 - Present
Novartis March 2014 - July 2014
Novartis April 2011 - July 2014
Morgan Stanley June 2009 - April 2011
Merrill Lynch January 2008 - June 2009
MedImmune 2006 - 2007
Bristol-Myers Squibb 2006 - 2006
Bristol-Myers Squibb 2004 - 2006
Bristol-Myers Squibb 2002 - 2004
Skills
Strategic Sourcing, eSourcing, E-procurement, Auctions, RFx process, Global Sourcing, RFP Design, Contract Management, Project Management, Source to Pay, Vendor Management, Supplier Diversity, Supplier Risk Management, Supply Management, Procurement, Six Sigma, Cross-functional Team..., Shared Services, Purchasing, RFP, Strategy, Offshoring, E-commerce, Change Management, Business Transformation, Benchmarking, Business Process..., Supply Chain, Outsourcing, Management, Spend Analysis, Procure-to-Pay, Supplier Evaluation, SAP SRM, Ariba, Process Engineering, Supply Chain..., Contract Negotiation, Operational Excellence, Business Process..., SAP, Team Leadership, Supplier Negotiation, ERP, Forecasting, Supplier Development, Materials Management, Process Improvement, Sourcing, Supply Chain Management
Education
Rider University 2003 — 2006
MBA, Management
Susquehanna University 1998 — 2002
Bachelors of Science, Business - Finance
Neptune High School 1994 — 1998
Bloomberg LP July 2014 - Present
Novartis March 2014 - July 2014
Novartis April 2011 - July 2014
Morgan Stanley June 2009 - April 2011
Merrill Lynch January 2008 - June 2009
MedImmune 2006 - 2007
Bristol-Myers Squibb 2006 - 2006
Bristol-Myers Squibb 2004 - 2006
Bristol-Myers Squibb 2002 - 2004
Skills
Strategic Sourcing, eSourcing, E-procurement, Auctions, RFx process, Global Sourcing, RFP Design, Contract Management, Project Management, Source to Pay, Vendor Management, Supplier Diversity, Supplier Risk Management, Supply Management, Procurement, Six Sigma, Cross-functional Team..., Shared Services, Purchasing, RFP, Strategy, Offshoring, E-commerce, Change Management, Business Transformation, Benchmarking, Business Process..., Supply Chain, Outsourcing, Management, Spend Analysis, Procure-to-Pay, Supplier Evaluation, SAP SRM, Ariba, Process Engineering, Supply Chain..., Contract Negotiation, Operational Excellence, Business Process..., SAP, Team Leadership, Supplier Negotiation, ERP, Forecasting, Supplier Development, Materials Management, Process Improvement, Sourcing, Supply Chain Management
Education
Rider University 2003 — 2006
MBA, Management
Susquehanna University 1998 — 2002
Bachelors of Science, Business - Finance
Neptune High School 1994 — 1998
Celeste Ciesla's Morgan Stanley Experience January 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley November 1996 - Present
Van Kampen Investments 2000 - 2005
Hunneman / Coldwell Banker 1988 - 1996
Skills
Management, Training, Vendor Management, IT Management
Education
Rivier College 1985 — 1988
BS, Accounting/Computer Science
Morgan Stanley January 2011 - Present
Morgan Stanley November 1996 - Present
Van Kampen Investments 2000 - 2005
Hunneman / Coldwell Banker 1988 - 1996
Skills
Management, Training, Vendor Management, IT Management
Education
Rivier College 1985 — 1988
BS, Accounting/Computer Science
Jake Hermans, CFP®'s Morgan Stanley Experience February 2005 - February 2006
Job at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation October 2010 - Present
SunTrust Bank February 2006 - September 2010
Morgan Stanley February 2005 - February 2006
Skills
Banking, Certified Financial..., Series 7, Series 31, Series 66, Retirement Planning, Investment Management, Life Insurance Planning, Estate Planning, Asset Allocation, Owner Occupied Financing, Business Banking, Personal Banking, Commercial Banking, Uniform Combined State..., Financial Services, Finance, Credit, Wealth Management
Education
Rollins College 1998 — 2002
BA, International Business
Kent School 1995 — 1998
Regions Financial Corporation October 2010 - Present
SunTrust Bank February 2006 - September 2010
Morgan Stanley February 2005 - February 2006
Skills
Banking, Certified Financial..., Series 7, Series 31, Series 66, Retirement Planning, Investment Management, Life Insurance Planning, Estate Planning, Asset Allocation, Owner Occupied Financing, Business Banking, Personal Banking, Commercial Banking, Uniform Combined State..., Financial Services, Finance, Credit, Wealth Management
Education
Rollins College 1998 — 2002
BA, International Business
Kent School 1995 — 1998
Eric Linden, CISA, CISSP's Morgan Stanley Experience January 2015 - Present
Job Vice President Regulatory, Audit and Client Engagements
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
Royal Bank of Scotland July 2014 - January 2015
Royal Bank of Scotland January 2010 - July 2014
Royal Bank of Scotland February 2008 - December 2009
Cablevision October 2007 - February 2008
Skills
Risk Management, Access Control, Change Control, Entitlements, Desktop Support, Microsoft Office, Information Security, Security Controls, Information Risk, Analysis, Incident Management, Change Management, Technical Support, Security, Financial Risk, IT Management, Computer Security, Data Analysis, Internal Audit, CISA, Unix, Sarbanes-Oxley Act, CISSP, ISO 27001, IT Audit, Information Technology, SharePoint, Disaster Recovery, Information Security..., ITIL, Security Audits, Access, Identity Management, Risk Assessment, Security Awareness, Governance, Management, Business Analysis, IT Strategy, System Administration
Education
Rochester Institute of Technology 2003 — 2005
M.S., Public Policy
Rochester Institute of Technology 1998 — 2002
B.S., Information Technology
Morgan Stanley January 2015 - Present
Royal Bank of Scotland July 2014 - January 2015
Royal Bank of Scotland January 2010 - July 2014
Royal Bank of Scotland February 2008 - December 2009
Cablevision October 2007 - February 2008
Skills
Risk Management, Access Control, Change Control, Entitlements, Desktop Support, Microsoft Office, Information Security, Security Controls, Information Risk, Analysis, Incident Management, Change Management, Technical Support, Security, Financial Risk, IT Management, Computer Security, Data Analysis, Internal Audit, CISA, Unix, Sarbanes-Oxley Act, CISSP, ISO 27001, IT Audit, Information Technology, SharePoint, Disaster Recovery, Information Security..., ITIL, Security Audits, Access, Identity Management, Risk Assessment, Security Awareness, Governance, Management, Business Analysis, IT Strategy, System Administration
Education
Rochester Institute of Technology 2003 — 2005
M.S., Public Policy
Rochester Institute of Technology 1998 — 2002
B.S., Information Technology
Dana Brown's Morgan Stanley Experience 1996 - 2003
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Trisha Basarowich's Morgan Stanley Experience June 2005 - January 2006
Job Business Management Information Lead at BP
Industry Oil & Energy
Experience
BP February 2013 - Present
Optimus August 2011 - September 2012
BP January 2008 - July 2009
Morgan Stanley June 2005 - January 2006
Inergy Propane LLC August 2001 - May 2005
HNTB July 2000 - August 2001
The Rival Company January 1997 - December 1999
Skills
Risk Management, Oil & Gas Industry, ETRM, Energy, Financial Modeling, Natural Gas, Forecasting, Oil/Gas, Financial Analysis, Energy Industry, Corporate Finance, Downstream Oil & Gas, Energy Markets, Trading, Accounting, Hedging, Gas, Commodity, Commodity Markets, Petroleum
Education
Avila University
Bachelor's Degree, Accountng
Rockhurst University
Master of Business Administration (M.B.A.), Finance & Management
BP February 2013 - Present
Optimus August 2011 - September 2012
BP January 2008 - July 2009
Morgan Stanley June 2005 - January 2006
Inergy Propane LLC August 2001 - May 2005
HNTB July 2000 - August 2001
The Rival Company January 1997 - December 1999
Skills
Risk Management, Oil & Gas Industry, ETRM, Energy, Financial Modeling, Natural Gas, Forecasting, Oil/Gas, Financial Analysis, Energy Industry, Corporate Finance, Downstream Oil & Gas, Energy Markets, Trading, Accounting, Hedging, Gas, Commodity, Commodity Markets, Petroleum
Education
Avila University
Bachelor's Degree, Accountng
Rockhurst University
Master of Business Administration (M.B.A.), Finance & Management
Mandy Churchill's Morgan Stanley Experience April 2001 - May 2003
Job 5th Grade Teacher at Roanoke City Public Schools
Industry Banking
Experience
Roanoke City Public Schools July 2014 - Present
City of Salem Schools February 2014 - June 2014
U.S. Trust, Bank of America Private Wealth Ma May 2003 - December 2013
Morgan Stanley April 2001 - May 2003
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Equities, Wealth Management..., Banking, Asset Managment, Strategic Financial..., CRM, Credit, Loans, Investment Management, Series 7, Relationship Management, High Net Worth..., Risk Management, Business Development, Sales
Education
Mary Baldwin College 2012 — 2014
Masters of Arts in Teaching, Elementary Education and Teaching, 4.0
Roanoke College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Roanoke City Public Schools July 2014 - Present
City of Salem Schools February 2014 - June 2014
U.S. Trust, Bank of America Private Wealth Ma May 2003 - December 2013
Morgan Stanley April 2001 - May 2003
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Equities, Wealth Management..., Banking, Asset Managment, Strategic Financial..., CRM, Credit, Loans, Investment Management, Series 7, Relationship Management, High Net Worth..., Risk Management, Business Development, Sales
Education
Mary Baldwin College 2012 — 2014
Masters of Arts in Teaching, Elementary Education and Teaching, 4.0
Roanoke College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Ann Rider's Morgan Stanley Experience July 2007 - February 2009
Job Account Manager/ Graphics
Industry Printing
Experience
FUJI July 2014 - Present
Independent Contractor February 2009 - June 2012
Morgan Stanley July 2007 - February 2009
Bottcher America June 2002 - August 2005
Day International December 1997 - June 2002
Skills
Leadership, Product Development, New Business Development, Sales, Training, Print Management, Investments, Direct Sales, Offset Printing, Account Management, B2B, Troubleshooting, Sales Management, Finance, Customer Service, Risk Management, Manufacturing, Portfolio Management, Digital Printing, Strategic Planning, Variable Data Printing, Color Management, Pre-press, Negotiation
Education
Rochester Institute of Technology 1986 — 1989
BS
FUJI July 2014 - Present
Independent Contractor February 2009 - June 2012
Morgan Stanley July 2007 - February 2009
Bottcher America June 2002 - August 2005
Day International December 1997 - June 2002
Skills
Leadership, Product Development, New Business Development, Sales, Training, Print Management, Investments, Direct Sales, Offset Printing, Account Management, B2B, Troubleshooting, Sales Management, Finance, Customer Service, Risk Management, Manufacturing, Portfolio Management, Digital Printing, Strategic Planning, Variable Data Printing, Color Management, Pre-press, Negotiation
Education
Rochester Institute of Technology 1986 — 1989
BS
Kevin Norris's Morgan Stanley Experience December 1995 - June 2012
Job SVP at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage June 2012 - Present
Morgan Stanley December 1995 - June 2012
Household International September 1990 - December 1995
Skills
Mortgage Lending, Portfolio Management, Credit, Loan Origination, Loans, Banking, Financial Services, Wealth Management, Financial Analysis
Education
Ripon College 1985 — 1989
BA, Business Management
PHH Mortgage June 2012 - Present
Morgan Stanley December 1995 - June 2012
Household International September 1990 - December 1995
Skills
Mortgage Lending, Portfolio Management, Credit, Loan Origination, Loans, Banking, Financial Services, Wealth Management, Financial Analysis
Education
Ripon College 1985 — 1989
BA, Business Management
Karen Schuetz's Morgan Stanley Experience October 2006 - February 2008
Job
Industry Financial Services
Experience
Edward Jones September 2014 - Present
PHH Mortgage June 2012 - August 2014
Aon Hewitt September 2011 - June 2012
Morgan Stanley Private Bank April 2010 - September 2011
Kovitz Shifrin Nesbit June 2009 - April 2010
Morgan Stanley October 2006 - February 2008
Utilities, Inc November 2005 - 2006
Morgan Stanley October 2002 - July 2005
ADP May 2001 - October 2002
David Hafft & Co. 2000 - 2001
Skills
Finance, Credit, Mortgage Lending, Financial Analysis, Loans, Leadership, Analysis, Cash Management, Accounts Payable, Customer Service, Time Management, Management, Risk Management, Accounting, Banking, Forecasting, Securities, Variance Analysis, Account Reconciliation, Budgets, Financial Services
Education
Rockford College
Bachelor of Science
Edward Jones September 2014 - Present
PHH Mortgage June 2012 - August 2014
Aon Hewitt September 2011 - June 2012
Morgan Stanley Private Bank April 2010 - September 2011
Kovitz Shifrin Nesbit June 2009 - April 2010
Morgan Stanley October 2006 - February 2008
Utilities, Inc November 2005 - 2006
Morgan Stanley October 2002 - July 2005
ADP May 2001 - October 2002
David Hafft & Co. 2000 - 2001
Skills
Finance, Credit, Mortgage Lending, Financial Analysis, Loans, Leadership, Analysis, Cash Management, Accounts Payable, Customer Service, Time Management, Management, Risk Management, Accounting, Banking, Forecasting, Securities, Variance Analysis, Account Reconciliation, Budgets, Financial Services
Education
Rockford College
Bachelor of Science
Deven Khanna's Morgan Stanley Experience June 2010 - April 2014
Job at
Industry Information Technology and Services
Experience
UBS April 2014 - Present
Morgan Stanley June 2010 - April 2014
ADP May 2001 - June 2010
Skills
SDLC, Strategy, Business Analysis, Test Automation, Leadership, User Acceptance Testing, Project Planning, Integration, Vendor Management, Quality Assurance, Requirements Analysis, IT Strategy, Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance
Rochester Institute of Technology 1999 — 2001
MS, Information Technology
University of Mumbai 1993 — 1997
B.E., Electronics Engg.
UBS April 2014 - Present
Morgan Stanley June 2010 - April 2014
ADP May 2001 - June 2010
Skills
SDLC, Strategy, Business Analysis, Test Automation, Leadership, User Acceptance Testing, Project Planning, Integration, Vendor Management, Quality Assurance, Requirements Analysis, IT Strategy, Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance
Rochester Institute of Technology 1999 — 2001
MS, Information Technology
University of Mumbai 1993 — 1997
B.E., Electronics Engg.
Tiago D'Amico's Morgan Stanley Experience February 2002 - December 2002
Job Associate Brand Manager at WD40
Industry Consumer Goods
Experience
WD40 June 2014 - Present
Sony Electronics April 2012 - May 2014
Burning Man 2012 - 2013
Sony September 2010 - March 2012
Barbasol Brazil Ltda May 2008 - September 2010
Racco Cosmetics February 2003 - May 2008
Morgan Stanley February 2002 - December 2002
HSBC 2001 - 2002
Skills
Business Strategy, Strategic Financial..., Strategic Planning, Marketing Strategy, Corporate Finance, Negotiation, New Business Development, Forecasting, Market Analysis, Market Research, Strategy, Management, Pricing, Sales, International Business, Strategic Partnerships, Product Development, Supply Chain, Sales Operations, Sales Management, Entrepreneurship, Marketing, Analysis, Leadership, Competitive Analysis, Product Management
Education
University of California, San Diego 2013 — 2013
Certificate, Product Management
Rochester Institute of Technology 1997 — 2001
Bachelor, International Business - Finance
Colegio Dante Alighieri 1995 — 1996
WD40 June 2014 - Present
Sony Electronics April 2012 - May 2014
Burning Man 2012 - 2013
Sony September 2010 - March 2012
Barbasol Brazil Ltda May 2008 - September 2010
Racco Cosmetics February 2003 - May 2008
Morgan Stanley February 2002 - December 2002
HSBC 2001 - 2002
Skills
Business Strategy, Strategic Financial..., Strategic Planning, Marketing Strategy, Corporate Finance, Negotiation, New Business Development, Forecasting, Market Analysis, Market Research, Strategy, Management, Pricing, Sales, International Business, Strategic Partnerships, Product Development, Supply Chain, Sales Operations, Sales Management, Entrepreneurship, Marketing, Analysis, Leadership, Competitive Analysis, Product Management
Education
University of California, San Diego 2013 — 2013
Certificate, Product Management
Rochester Institute of Technology 1997 — 2001
Bachelor, International Business - Finance
Colegio Dante Alighieri 1995 — 1996
Michael Mangasi's Morgan Stanley Experience April 2003 - January 2004
Job IT Support Specialist at LEO Pharma
Industry Information Technology and Services
Experience
IBM June 2011 - Present
LEO Pharma 2011 - 2013
LEO Pharma 2011 - 2013
King Pharmaceuticals January 2011 - June 2011
StayinFront July 2010 - September 2010
StayinFront January 2004 - September 2010
Morgan Stanley April 2003 - January 2004
Cegedim Relationship Management May 2002 - April 2003
Cegedim Relationship Management June 2001 - May 2002
Gadzooks (Apparel Retail) July 1998 - January 2000
Skills
Computer Hardware, Computers, Computer Repair, Solid computer skills, SQL, Cisco VPN, QoS, TCP/IP, Ports, WAIK, Disk Encryption, CRM, Microsoft Office, CompTIA A+ Certification, Windows & Mac operating..., Active Directory, Blackberry Enterprise..., iOS, Backup Solutions, VMware ESX, Video Conferencing, Ghost Imaging, NAS, Import Export, Backup & Restore, Vendor Relationships, Batch Files, VBScript, Troubleshooting, VPN, Technical Support, DHCP, DNS, Windows Server, Servers, Disaster Recovery, Virtualization
Education
Rockland Community College 2005 — 2008
In Progress, Registered Nursing/Registered Nurse, 3.5
Chubb Institute 2000 — 2001
Diploma, Computer Technical Support
IBM June 2011 - Present
LEO Pharma 2011 - 2013
LEO Pharma 2011 - 2013
King Pharmaceuticals January 2011 - June 2011
StayinFront July 2010 - September 2010
StayinFront January 2004 - September 2010
Morgan Stanley April 2003 - January 2004
Cegedim Relationship Management May 2002 - April 2003
Cegedim Relationship Management June 2001 - May 2002
Gadzooks (Apparel Retail) July 1998 - January 2000
Skills
Computer Hardware, Computers, Computer Repair, Solid computer skills, SQL, Cisco VPN, QoS, TCP/IP, Ports, WAIK, Disk Encryption, CRM, Microsoft Office, CompTIA A+ Certification, Windows & Mac operating..., Active Directory, Blackberry Enterprise..., iOS, Backup Solutions, VMware ESX, Video Conferencing, Ghost Imaging, NAS, Import Export, Backup & Restore, Vendor Relationships, Batch Files, VBScript, Troubleshooting, VPN, Technical Support, DHCP, DNS, Windows Server, Servers, Disaster Recovery, Virtualization
Education
Rockland Community College 2005 — 2008
In Progress, Registered Nursing/Registered Nurse, 3.5
Chubb Institute 2000 — 2001
Diploma, Computer Technical Support
Rodd Melzer's Morgan Stanley Experience June 1996 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 1996 - Present
Education
Rollins College 1990 — 1995
Harrisburg Academy 1982 — 1990
Morgan Stanley June 1996 - Present
Education
Rollins College 1990 — 1995
Harrisburg Academy 1982 — 1990
Dan Walding's Morgan Stanley Experience July 2005 - July 2006
Job CEO at BentleyHall, Inc.
Industry Marketing and Advertising
Experience
Bentley-Hall, Inc. June 2012 - Present
Strategic Resources January 2004 - Present
Viamedia/Verizon FiOS November 2010 - June 2012
Townsquare Media/CBS Radio July 2006 - November 2010
Morgan Stanley July 2005 - July 2006
Revisys - ACT (USA) November 2004 - July 2005
CBS Radio September 2003 - November 2004
Fox 31 WUHF/Fox 29 WUTV Television, Sinclair Broadcasting March 1999 - July 2003
WUPL TV/United Paramount Stations Group, Viacom January 1999 - March 1999
WROC-TV, Sunrise Television Group February 1997 - December 1997
Skills
Media Buying, Media Production, Website Development, Copywriting, Radio Advertising, Radio, Radio Promotions, Broadcast, Radio Broadcasting, Sponsorship Sales, Digital Media, Advertising, Television, New Media
Education
Rochester Institute of Technology
Bachelor of Arts (B.A.), Managerial Economics
Bentley-Hall, Inc. June 2012 - Present
Strategic Resources January 2004 - Present
Viamedia/Verizon FiOS November 2010 - June 2012
Townsquare Media/CBS Radio July 2006 - November 2010
Morgan Stanley July 2005 - July 2006
Revisys - ACT (USA) November 2004 - July 2005
CBS Radio September 2003 - November 2004
Fox 31 WUHF/Fox 29 WUTV Television, Sinclair Broadcasting March 1999 - July 2003
WUPL TV/United Paramount Stations Group, Viacom January 1999 - March 1999
WROC-TV, Sunrise Television Group February 1997 - December 1997
Skills
Media Buying, Media Production, Website Development, Copywriting, Radio Advertising, Radio, Radio Promotions, Broadcast, Radio Broadcasting, Sponsorship Sales, Digital Media, Advertising, Television, New Media
Education
Rochester Institute of Technology
Bachelor of Arts (B.A.), Managerial Economics
John Sload's Morgan Stanley Experience July 1998 - January 2009
Job Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley July 1998 - January 2009
Skills
Investments, Marketing, Leadership, Finance, Sales, Portfolio Management, Management, Financial Analysis, Banking, Asset Management
Education
Rochester Institute of Technology 1988 — 1992
BS
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley July 1998 - January 2009
Skills
Investments, Marketing, Leadership, Finance, Sales, Portfolio Management, Management, Financial Analysis, Banking, Asset Management
Education
Rochester Institute of Technology 1988 — 1992
BS
John Pepin's Morgan Stanley Experience September 2013 - Present
Job Credit Corporates Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley September 2012 - October 2013
Morgan Stanley February 2010 - September 2012
Morgan Stanley April 2008 - February 2010
CoStar Group November 2005 - April 2008
Skills
Financial Analysis, Derivatives, Fixed Income, Capital Markets, Financial Modeling, Credit Derivatives, Interest Rate..., Internal Controls, FX Options, Microsoft Excel, Swaps, Microsoft Office, VBA, GAAP, Balance Sheet, General Ledger, Team Management, PnL, Mark to Market
Education
Roanoke College 2000 — 2005
Bachelors, Mathematics
Morgan Stanley September 2013 - Present
Morgan Stanley September 2012 - October 2013
Morgan Stanley February 2010 - September 2012
Morgan Stanley April 2008 - February 2010
CoStar Group November 2005 - April 2008
Skills
Financial Analysis, Derivatives, Fixed Income, Capital Markets, Financial Modeling, Credit Derivatives, Interest Rate..., Internal Controls, FX Options, Microsoft Excel, Swaps, Microsoft Office, VBA, GAAP, Balance Sheet, General Ledger, Team Management, PnL, Mark to Market
Education
Roanoke College 2000 — 2005
Bachelors, Mathematics
Rai, Alok's Morgan Stanley Experience June 2006 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Skills
Derivatives, Trading Systems, SDLC, Business Analysis, Equities, Financial Modeling, Valuation
Education
Rochester Institute of Technology 2001 — 2003
Morgan Stanley June 2006 - Present
Skills
Derivatives, Trading Systems, SDLC, Business Analysis, Equities, Financial Modeling, Valuation
Education
Rochester Institute of Technology 2001 — 2003
Lindsey Blaise's Morgan Stanley Experience June 2007 - December 2007
Job Executive Vice President at Citizens First Bank
Industry Banking
Experience
Citizens First Bank June 2012 - Present
Citizens First Bank June 2010 - June 2012
Citizens First Bank May 2009 - August 2009
Citizens Frist Bank May 2008 - August 2008
Morgan Stanley June 2007 - December 2007
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Management
Rollins College 2006 — 2008
BA, Economics
Citizens First Bank June 2012 - Present
Citizens First Bank June 2010 - June 2012
Citizens First Bank May 2009 - August 2009
Citizens Frist Bank May 2008 - August 2008
Morgan Stanley June 2007 - December 2007
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Management
Rollins College 2006 — 2008
BA, Economics
Dawn (Blankenhorn) Newland's Morgan Stanley Experience April 2011 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
HSBC September 2007 - April 2011
North Fork Bank September 2006 - September 2007
JPMorgan Chase March 2005 - September 2005
Commerce Bank December 2002 - March 2005
JPMorgan Chase October 1990 - November 2002
Skills
Series 7, Series 6, Series 63, Life, Health, and..., Series 65, Banking
Education
Rochester Institute of Technology 1986 — 1990
BS, International Business Management
LuHi
Morgan Stanley April 2011 - Present
HSBC September 2007 - April 2011
North Fork Bank September 2006 - September 2007
JPMorgan Chase March 2005 - September 2005
Commerce Bank December 2002 - March 2005
JPMorgan Chase October 1990 - November 2002
Skills
Series 7, Series 6, Series 63, Life, Health, and..., Series 65, Banking
Education
Rochester Institute of Technology 1986 — 1990
BS, International Business Management
LuHi
Charles Connolly's Morgan Stanley Experience 1985 - 2007
Job captain
Industry Financial Services
Experience
Morgan Stanley 1985 - 2007
Education
Roanoke College 1979 — 1983
BBA, Business Adminstration
Garden City High School 1977 — 1979
Morgan Stanley 1985 - 2007
Education
Roanoke College 1979 — 1983
BBA, Business Adminstration
Garden City High School 1977 — 1979
Rohan Murphy's Morgan Stanley Experience January 2010 - April 2012
Job North America Sales and Marketing Director at AMB International Ltd.
Industry Environmental Services
Experience
AMB International Ltd. May 2013 - Present
Frankston International LLC May 2013 - Present
Victory NRG April 2012 - May 2013
Morgan Stanley January 2010 - April 2012
Goldman Sachs 2001 - 2008
Skills
Credit Derivatives, CDS, ISDA, Middle Office, Equity Derivatives, Collateral Management, Swaps, Interest Rate..., Structured Products, Fixed Income, Exotic Derivatives, Electronic Trading, Hedge Funds, Derivatives, Trading Systems, Interest Rate Swaps, Counterparty Risk, Equities, Investment Banking, Trading, Options, Hedging, FX Options, Emerging Markets, Rates, Bonds, Capital Markets, Financial Markets, Bloomberg, Structured Finance, Commodity, Settlement, Commodity Markets, Back Office, Securities, Financial Structuring, Alternative Investments, Asset Management, Valuation, Strategic Planning, New Business Development, Management, Business Strategy, Contract Negotiation
Education
RMIT University 1993 — 1998
Bachelor of Business, Economics and Finance
AMB International Ltd. May 2013 - Present
Frankston International LLC May 2013 - Present
Victory NRG April 2012 - May 2013
Morgan Stanley January 2010 - April 2012
Goldman Sachs 2001 - 2008
Skills
Credit Derivatives, CDS, ISDA, Middle Office, Equity Derivatives, Collateral Management, Swaps, Interest Rate..., Structured Products, Fixed Income, Exotic Derivatives, Electronic Trading, Hedge Funds, Derivatives, Trading Systems, Interest Rate Swaps, Counterparty Risk, Equities, Investment Banking, Trading, Options, Hedging, FX Options, Emerging Markets, Rates, Bonds, Capital Markets, Financial Markets, Bloomberg, Structured Finance, Commodity, Settlement, Commodity Markets, Back Office, Securities, Financial Structuring, Alternative Investments, Asset Management, Valuation, Strategic Planning, New Business Development, Management, Business Strategy, Contract Negotiation
Education
RMIT University 1993 — 1998
Bachelor of Business, Economics and Finance
Michael Ostatkiewicz's Morgan Stanley Experience April 2006 - April 2007
Job Human Resources Specialist
Industry Real Estate
Experience
Realogy March 2008 - Present
Morgan Stanley April 2006 - April 2007
Covance June 2005 - April 2006
Bristol-Myers Squibb August 2001 - September 2003
Education
Rider University 2000 — 2004
BS, Accounting
Realogy March 2008 - Present
Morgan Stanley April 2006 - April 2007
Covance June 2005 - April 2006
Bristol-Myers Squibb August 2001 - September 2003
Education
Rider University 2000 — 2004
BS, Accounting
David Pelton's Morgan Stanley Experience October 2011 - December 2012
Job Management Consultant at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
Capco January 2013 - July 2014
Morgan Stanley October 2011 - December 2012
Morgan Stanley November 2010 - September 2011
MF Global May 2010 - September 2010
Job Expo International, Go Green Expo January 2009 - February 2010
Key Investment Group August 2008 - December 2008
Northwestern Mutual May 2007 - October 2007
Skills
Project Management, Financial Modeling, Financial Services, Finance, Financial Analysis, Equities, Business Analysis, Management, Strategy, New Business Development, Mergers & Acquisitions, Investments, Corporate Finance, Trading, Microsoft Excel, Risk Management, Customer Service, Trade Shows, Trade Processing, SDMS, Project Planning, Project Estimation, Quality Management, Quality Assurance, Testing, User Acceptance Testing, SDLC, Technology Enabled..., Financial Reporting
Education
Rollins College 2005 — 2008
International Business, International Business
Universidad de Oviedo
Spanish and Iberian Studies
Archbishop Molloy High School 2002 — 2005
KPMG August 2014 - Present
Capco January 2013 - July 2014
Morgan Stanley October 2011 - December 2012
Morgan Stanley November 2010 - September 2011
MF Global May 2010 - September 2010
Job Expo International, Go Green Expo January 2009 - February 2010
Key Investment Group August 2008 - December 2008
Northwestern Mutual May 2007 - October 2007
Skills
Project Management, Financial Modeling, Financial Services, Finance, Financial Analysis, Equities, Business Analysis, Management, Strategy, New Business Development, Mergers & Acquisitions, Investments, Corporate Finance, Trading, Microsoft Excel, Risk Management, Customer Service, Trade Shows, Trade Processing, SDMS, Project Planning, Project Estimation, Quality Management, Quality Assurance, Testing, User Acceptance Testing, SDLC, Technology Enabled..., Financial Reporting
Education
Rollins College 2005 — 2008
International Business, International Business
Universidad de Oviedo
Spanish and Iberian Studies
Archbishop Molloy High School 2002 — 2005
Joseph Scheeler's Morgan Stanley Experience May 2005 - March 2008
Job MARKET DRIVEN APPROACH | EXCEPTIONAL RESULTS Joseph Scheeler is Realtor on the Jersey Shore.
Industry Real Estate
Experience
Ward Wight Sotheby's International Realty January 2013 - Present
J.P. Morgan January 2011 - January 2013
Weichert Realtors April 2005 - December 2012
J.P. Morgan April 2008 - December 2010
Morgan Stanley May 2005 - March 2008
Goldman Sachs June 1999 - May 2005
Skills
Real Estate, Residential Homes, Real Estate Transactions, Sales, Property, First Time Home Buyers, Marketing, Condos, Financial Services, Townhomes, Short Sales, Single Family Homes, Rentals, Buyers, Buyer Representation, Vacation Homes, Luxury, Foreclosures
Education
Rider University 1985 — 1989
BS, Finance
Ward Wight Sotheby's International Realty January 2013 - Present
J.P. Morgan January 2011 - January 2013
Weichert Realtors April 2005 - December 2012
J.P. Morgan April 2008 - December 2010
Morgan Stanley May 2005 - March 2008
Goldman Sachs June 1999 - May 2005
Skills
Real Estate, Residential Homes, Real Estate Transactions, Sales, Property, First Time Home Buyers, Marketing, Condos, Financial Services, Townhomes, Short Sales, Single Family Homes, Rentals, Buyers, Buyer Representation, Vacation Homes, Luxury, Foreclosures
Education
Rider University 1985 — 1989
BS, Finance
Vinny Hau's Morgan Stanley Experience September 2006 - June 2008
Job DBA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Jay Agular's Morgan Stanley Experience 2006 - 2009
Job ServiceNow Application Mgr & Solution Engineer
Industry Financial Services
Experience
JPMorgan Chase 2009 - 2009
Morgan Stanley 2006 - 2009
Morgan Stanley 2003 - 2006
Independent IT Professional May 2001 - June 2003
Credit Suisse August 1994 - April 2001
Skills
Change Management, Enterprise Software, Project Management, Enterprise Architecture, Strategy, SDLC, IT Strategy, Access, Disaster Recovery, SharePoint, IT Management, Databases, Infrastructure, Business Analysis, Training, Vendor Management
Education
Rochester Institute of Technology
B.S.
JPMorgan Chase 2009 - 2009
Morgan Stanley 2006 - 2009
Morgan Stanley 2003 - 2006
Independent IT Professional May 2001 - June 2003
Credit Suisse August 1994 - April 2001
Skills
Change Management, Enterprise Software, Project Management, Enterprise Architecture, Strategy, SDLC, IT Strategy, Access, Disaster Recovery, SharePoint, IT Management, Databases, Infrastructure, Business Analysis, Training, Vendor Management
Education
Rochester Institute of Technology
B.S.
Howard Wen's Morgan Stanley Experience May 2007 - November 2007
Job Research Associate at HSBC Securities
Industry Financial Services
Experience
HSBC Securities June 2011 - Present
Commonfund July 2008 - June 2011
Calyon Corporate and Investment Bank November 2007 - May 2008
Morgan Stanley May 2007 - November 2007
National Securities, LLC February 2007 - May 2007
Skills
Precious Metals, Quantitative Research, Hedge Funds, Mutual Funds, Asset Managment, Equities, Fixed Income, Commodity Markets
Education
UC Berkeley School of Information 2015 — 2016
Master of Information and Data Science
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science, Finance, Information Systems
Rochester Institute of Technology 2004 — 2006
Coursework, Finance
Bronx High School of Science 2000 — 2004
HSBC Securities June 2011 - Present
Commonfund July 2008 - June 2011
Calyon Corporate and Investment Bank November 2007 - May 2008
Morgan Stanley May 2007 - November 2007
National Securities, LLC February 2007 - May 2007
Skills
Precious Metals, Quantitative Research, Hedge Funds, Mutual Funds, Asset Managment, Equities, Fixed Income, Commodity Markets
Education
UC Berkeley School of Information 2015 — 2016
Master of Information and Data Science
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science, Finance, Information Systems
Rochester Institute of Technology 2004 — 2006
Coursework, Finance
Bronx High School of Science 2000 — 2004
Sanket Anil Naik's Morgan Stanley Experience July 2013 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
Citi August 2012 - July 2013
Citi July 2011 - August 2012
TCS Industries Inc November 2009 - May 2010
BBL ltd July 2009 - August 2009
Skills
Java, C#, SQL, PL/SQL, C++, Databases, Data Warehousing, Data Mining, Business Analysis, HCI, Algorithms, Algorithm Design, Microsoft Office, Outlook, Internet, Microsoft SQL Server, Analysis, Requirements Gathering, Management, Unix, SDLC, Oracle
Education
Rochester Institute of Technology 2008 — 2011
Master of Science, Information Technology, 3.83
University of Mumbai 2004 — 2008
Bachelor of Engineering, Information Technology, 64
Morgan Stanley July 2013 - Present
Citi August 2012 - July 2013
Citi July 2011 - August 2012
TCS Industries Inc November 2009 - May 2010
BBL ltd July 2009 - August 2009
Skills
Java, C#, SQL, PL/SQL, C++, Databases, Data Warehousing, Data Mining, Business Analysis, HCI, Algorithms, Algorithm Design, Microsoft Office, Outlook, Internet, Microsoft SQL Server, Analysis, Requirements Gathering, Management, Unix, SDLC, Oracle
Education
Rochester Institute of Technology 2008 — 2011
Master of Science, Information Technology, 3.83
University of Mumbai 2004 — 2008
Bachelor of Engineering, Information Technology, 64
Nadia Kaplun's Morgan Stanley Experience August 2009 - Present
Job Consultant at Morgan Stanley
Industry Insurance
Experience
Morgan Stanley August 2009 - Present
AXA Equitable February 1999 - May 2009
Merrill Lynch September 1998 - February 1999
Andersen Consulting November 1996 - September 1998
The Depository Trust Company October 1994 - November 1996
Trecom Business Systems December 1993 - October 1994
Education
Rigas Tehniska Universitate
M.S. in Computer Science/Applied Mathematics
Morgan Stanley August 2009 - Present
AXA Equitable February 1999 - May 2009
Merrill Lynch September 1998 - February 1999
Andersen Consulting November 1996 - September 1998
The Depository Trust Company October 1994 - November 1996
Trecom Business Systems December 1993 - October 1994
Education
Rigas Tehniska Universitate
M.S. in Computer Science/Applied Mathematics
Patricia Dolan's Morgan Stanley Experience November 1998 - August 2013
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Morgan Stanley November 1998 - August 2013
Merrill Lynch June 1993 - November 1998
IBEX Pension Actuaries January 1989 - June 1993
Skills
Mutual Funds, Investments, Series 24, FINRA, Wealth Management, Retirement, Series 7, 401k, Qualified Retirement..., Risk Compliance, Risk Management, RCSA, ERISA, Marketing Communications, Retirement Plan..., IRAs
Education
Rivier College 1978 — 1982
BS, Sociology/Social Work
JPMorgan Chase August 2013 - Present
Morgan Stanley November 1998 - August 2013
Merrill Lynch June 1993 - November 1998
IBEX Pension Actuaries January 1989 - June 1993
Skills
Mutual Funds, Investments, Series 24, FINRA, Wealth Management, Retirement, Series 7, 401k, Qualified Retirement..., Risk Compliance, Risk Management, RCSA, ERISA, Marketing Communications, Retirement Plan..., IRAs
Education
Rivier College 1978 — 1982
BS, Sociology/Social Work
Vikram Bhola's Morgan Stanley Experience September 2014 - Present
Job Director, Alternative Investments at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS February 2012 - August 2014
UBS Wealth Management February 2010 - January 2012
UBS January 2007 - January 2010
Bank of New York Mellon December 2005 - January 2007
Merck May 2005 - December 2005
Ortho Biotech April 2001 - September 2002
Radix July 2000 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Back Office, Fund Of Funds, Capital Markets, Derivatives, Wealth Management, Investments, Investment Management, Investment Advisory, Managed Futures, Investment Strategies, Financial Markets, FINRA, Structured Products
Education
Rider University 2001 — 2004
Bachelor of Science in Business Administration, Finance
Morgan Stanley September 2014 - Present
UBS February 2012 - August 2014
UBS Wealth Management February 2010 - January 2012
UBS January 2007 - January 2010
Bank of New York Mellon December 2005 - January 2007
Merck May 2005 - December 2005
Ortho Biotech April 2001 - September 2002
Radix July 2000 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Back Office, Fund Of Funds, Capital Markets, Derivatives, Wealth Management, Investments, Investment Management, Investment Advisory, Managed Futures, Investment Strategies, Financial Markets, FINRA, Structured Products
Education
Rider University 2001 — 2004
Bachelor of Science in Business Administration, Finance
Rebecca Michel's Morgan Stanley Experience September 2010 - Present
Job Assistant Vice President, Group Administrator at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2010 - Present
Rochester Area Business Ethics Foundation January 2010 - September 2010
Forte Capital January 2009 - September 2010
Manning & Napier Advisors November 1995 - December 2008
Education
Rochester Institute of Technology 1991 — 1995
Accounting
Morgan Stanley September 2010 - Present
Rochester Area Business Ethics Foundation January 2010 - September 2010
Forte Capital January 2009 - September 2010
Manning & Napier Advisors November 1995 - December 2008
Education
Rochester Institute of Technology 1991 — 1995
Accounting
Lytandris Stafford's Morgan Stanley Experience April 1986 - Present
Job Administrative Assistant
Industry Investment Banking
Experience
4K Cartage April 2012 - Present
Morgan Stanley April 1986 - Present
Morgan Stanley April 1986 - January 2009
Morgan Stanley 1986 - 2009
Education
Robert Morris University - Illinois 1985 — 1986
Associate, Business Management
Robert Morris University - Illinois
4K Cartage April 2012 - Present
Morgan Stanley April 1986 - Present
Morgan Stanley April 1986 - January 2009
Morgan Stanley 1986 - 2009
Education
Robert Morris University - Illinois 1985 — 1986
Associate, Business Management
Robert Morris University - Illinois
John Dehler's Morgan Stanley Experience May 1999 - July 2001
Job Aflac Representative specializing in Business Development
Industry Insurance
Experience
Aflac November 2014 - Present
Port Washington Yacht Club 2006 - 2013
Morgan Stanley May 1999 - July 2001
PFP Services November 1997 - April 1999
Education
GC high School
Roanoke College
Aflac November 2014 - Present
Port Washington Yacht Club 2006 - 2013
Morgan Stanley May 1999 - July 2001
PFP Services November 1997 - April 1999
Education
GC high School
Roanoke College
Sid Jain's Morgan Stanley Experience May 2003 - December 2003
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America July 2010 - May 2014
Bank of America August 2007 - July 2010
Citi August 2004 - August 2007
Morgan Stanley May 2003 - December 2003
Citi - Salomon Smith Barney April 2003 - May 2003
Morgan Stanley February 2003 - April 2003
Skills
Banking, Corporate Finance, Portfolio Management, Credit, Financial Reporting, Loans, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Fixed Income, Capital Markets, Credit Risk, Consumer Lending, Financial Analysis, Financial Modeling, Financial Accounting, Controllership Functions
Education
Rochester Institute of Technology 2000 — 2004
Finance & Economics
Bank of America May 2014 - Present
Bank of America July 2010 - May 2014
Bank of America August 2007 - July 2010
Citi August 2004 - August 2007
Morgan Stanley May 2003 - December 2003
Citi - Salomon Smith Barney April 2003 - May 2003
Morgan Stanley February 2003 - April 2003
Skills
Banking, Corporate Finance, Portfolio Management, Credit, Financial Reporting, Loans, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Fixed Income, Capital Markets, Credit Risk, Consumer Lending, Financial Analysis, Financial Modeling, Financial Accounting, Controllership Functions
Education
Rochester Institute of Technology 2000 — 2004
Finance & Economics
Venita Olson's Morgan Stanley Experience 1989 - 1991
Job Adjunct Professor School of Business, Finance at College of Charleston
Industry Financial Services
Experience
College of Charleston August 2013 - Present
Retired Institutional Investment Management Professional 2009 - Present
College of Charleston August 2013 - August 2014
Working In Support of Education January 2012 - December 2012
AllianceBernstein March 2003 - December 2008
RogersCasey 1994 - 2002
Morgan Stanley 1989 - 1991
JP Morgan Investment Management 1984 - 1989
Towers Perrin 1981 - 1984
Skills
Investment Strategies, Asset Managment, Investment Management, Investments, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business
Graduate studies in MBA program
Ripon College
Mathematics
University of Southern Mississippi
Bachelor of Science (BS); Master of Science (MS), Mathematics
College of Charleston August 2013 - Present
Retired Institutional Investment Management Professional 2009 - Present
College of Charleston August 2013 - August 2014
Working In Support of Education January 2012 - December 2012
AllianceBernstein March 2003 - December 2008
RogersCasey 1994 - 2002
Morgan Stanley 1989 - 1991
JP Morgan Investment Management 1984 - 1989
Towers Perrin 1981 - 1984
Skills
Investment Strategies, Asset Managment, Investment Management, Investments, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business
Graduate studies in MBA program
Ripon College
Mathematics
University of Southern Mississippi
Bachelor of Science (BS); Master of Science (MS), Mathematics
Beth Zeppuhar (Hill)'s Morgan Stanley Experience June 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Meghan Dockery's Morgan Stanley Experience 2005 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Wolfe Research March 2010 - Present
RBC Capital Markets Corp. 2007 - 2009
RBC Wealth Management 2005 - 2007
Morgan Stanley 2005 - 2005
Education
Roger Williams University 2001 — 2005
Bachelor's degree, Finance and Political Science, Summa Cum Laude
Baldwin Senior High School
Wolfe Research March 2010 - Present
RBC Capital Markets Corp. 2007 - 2009
RBC Wealth Management 2005 - 2007
Morgan Stanley 2005 - 2005
Education
Roger Williams University 2001 — 2005
Bachelor's degree, Finance and Political Science, Summa Cum Laude
Baldwin Senior High School
Stephen Minio's Morgan Stanley Experience October 2006 - April 2011
Job Collateral Management at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking April 2013 - September 2013
RBS Markets & International Banking May 2011 - April 2013
Morgan Stanley October 2006 - April 2011
Skills
Securities Lending, DTC, Equities, Loanet, Risk Management, Back Office, Financial Services, Trading, Settlement, Securities, Mutual Funds, Account Reconciliation, Fixed Income, Prime Brokerage, Middle Office, Hedge Funds, Derivatives
Education
Siena College 2005 — 2006
Business Administration
Rider University 2003 — 2005
Business Administration
Kellenberg Memorial High School
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking April 2013 - September 2013
RBS Markets & International Banking May 2011 - April 2013
Morgan Stanley October 2006 - April 2011
Skills
Securities Lending, DTC, Equities, Loanet, Risk Management, Back Office, Financial Services, Trading, Settlement, Securities, Mutual Funds, Account Reconciliation, Fixed Income, Prime Brokerage, Middle Office, Hedge Funds, Derivatives
Education
Siena College 2005 — 2006
Business Administration
Rider University 2003 — 2005
Business Administration
Kellenberg Memorial High School
Andrew Katz's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Summer Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Yale School of Management August 2014 - Present
Ernst & Young February 2011 - July 2014
Bank of America September 2009 - February 2011
Skills
Commercial Banking, Credit Analysis, Banking, Credit, Credit Risk, Commercial Lending, Asset Based Lending, Underwriting, Middle Market
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Rollins College 2005 — 2009
Bachelor of Arts (BA), Economics
Morgan Stanley June 2015 - Present
Yale School of Management August 2014 - Present
Ernst & Young February 2011 - July 2014
Bank of America September 2009 - February 2011
Skills
Commercial Banking, Credit Analysis, Banking, Credit, Credit Risk, Commercial Lending, Asset Based Lending, Underwriting, Middle Market
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Rollins College 2005 — 2009
Bachelor of Arts (BA), Economics
Stuart Leifer's Morgan Stanley Experience September 2012 - July 2014
Job Executive Recruiter at Green Key Resources
Industry Accounting
Experience
Green Key Resources July 2014 - Present
Morgan Stanley September 2012 - July 2014
Milberg LLP July 2011 - August 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Microsoft Excel, ProSystem fx Tax, Lacerte, QuickBooks, Tax, Sales & Use Tax, Outlook, Microsoft Word, PowerPoint, GAAP, ProSeries, FRx, Bank Reconciliation, Year-end Close, Fixed Assets, Tax Accounting, Journal Entries
Education
Rider University 2006 — 2010
Accounting, Accounting
Rider University, College of Business Administration 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Green Key Resources July 2014 - Present
Morgan Stanley September 2012 - July 2014
Milberg LLP July 2011 - August 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Microsoft Excel, ProSystem fx Tax, Lacerte, QuickBooks, Tax, Sales & Use Tax, Outlook, Microsoft Word, PowerPoint, GAAP, ProSeries, FRx, Bank Reconciliation, Year-end Close, Fixed Assets, Tax Accounting, Journal Entries
Education
Rider University 2006 — 2010
Accounting, Accounting
Rider University, College of Business Administration 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Cara Paquette's Morgan Stanley Experience July 2005 - June 2007
Job Business Development Associate at ING Investment Management
Industry Investment Management
Experience
ING Investment Management May 2011 - Present
ING Investment Management September 2009 - May 2011
Chittenden Bank October 2008 - June 2009
Wachovia Securities July 2007 - June 2008
Morgan Stanley July 2005 - June 2007
Gabelli School of Business Student Investment Management Fund January 2005 - May 2005
Education
Roger Williams University 2001 — 2005
Bachelor of Science, Business Management
ING Investment Management May 2011 - Present
ING Investment Management September 2009 - May 2011
Chittenden Bank October 2008 - June 2009
Wachovia Securities July 2007 - June 2008
Morgan Stanley July 2005 - June 2007
Gabelli School of Business Student Investment Management Fund January 2005 - May 2005
Education
Roger Williams University 2001 — 2005
Bachelor of Science, Business Management
Lewis Denizen's Morgan Stanley Experience August 2005 - August 2007
Job at Google
Industry Computer Software
Experience
Google March 2011 - Present
Goldman Sachs August 2007 - March 2011
Morgan Stanley August 2005 - August 2007
Skills
Sybase, Java, Spring, SQL, C++, Python, NoSQL, Google App Engine, JUnit, JSP, Hibernate
Education
Rochester Institute of Technology 2001 — 2005
BS, Computer Science
Google March 2011 - Present
Goldman Sachs August 2007 - March 2011
Morgan Stanley August 2005 - August 2007
Skills
Sybase, Java, Spring, SQL, C++, Python, NoSQL, Google App Engine, JUnit, JSP, Hibernate
Education
Rochester Institute of Technology 2001 — 2005
BS, Computer Science
Jennifer Winston, CSP's Morgan Stanley Experience 1997 - 2001
Job Practice Director at Randstad Professionals USA
Industry Staffing and Recruiting
Experience
Randstad USA June 2011 - Present
Randstad USA June 2011 - August 2014
Estee Lauder Group of Companies October 2007 - January 2010
NOSO Inc. 2004 - 2006
AmSouth Bank (merged with Regions) February 2002 - January 2003
Morgan Stanley 1997 - 2001
Skills
Sales, Recruiting, Management, Training, Leadership, Event Management, Sales Management, Business Development, New Business Development, Temporary Staffing, Talent Acquisition
Education
Rollins College
B.A., Economics/ Finance
Randstad USA June 2011 - Present
Randstad USA June 2011 - August 2014
Estee Lauder Group of Companies October 2007 - January 2010
NOSO Inc. 2004 - 2006
AmSouth Bank (merged with Regions) February 2002 - January 2003
Morgan Stanley 1997 - 2001
Skills
Sales, Recruiting, Management, Training, Leadership, Event Management, Sales Management, Business Development, New Business Development, Temporary Staffing, Talent Acquisition
Education
Rollins College
B.A., Economics/ Finance
Craig Heinauer's Morgan Stanley Experience March 2006 - July 2011
Job Vice President, Control Room Compliance
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Morgan Stanley March 2006 - July 2011
PNC Investments July 1998 - March 2006
Skills
Equities, Fixed Income, Fixed Annuities, Variable Annuities, Indexed Annuities, KYC, Options, Corporate Governance, Compliance, Complaint Management, Regulatory Requirements
Education
Robert Morris University
Bachelor's degree, Finance and Economics
BNY Mellon August 2011 - Present
Morgan Stanley March 2006 - July 2011
PNC Investments July 1998 - March 2006
Skills
Equities, Fixed Income, Fixed Annuities, Variable Annuities, Indexed Annuities, KYC, Options, Corporate Governance, Compliance, Complaint Management, Regulatory Requirements
Education
Robert Morris University
Bachelor's degree, Finance and Economics
JOSEPH SCALESI's Morgan Stanley Experience January 2012 - Present
Job Vice President: Municipal Securities Product Controller at Morgan Stanley
Industry Financial Services
Experience
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
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
Jodelle Gorzka's Morgan Stanley Experience May 2007 - Present
Job
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
GMAC 1991 - June 2003
Skills
Financial Services, Customer Service, Banking, Credit, Microsoft Word, Finance, Process Improvement, Risk Management, PowerPoint
Education
Roberts Wesleyan College 1997 — 1998
Organizational Managment, Business Administration and Management, General
Roberts Wesleyan College
Bachelor's degree, Organizational/Business Mgmt
Morgan Stanley May 2007 - Present
GMAC 1991 - June 2003
Skills
Financial Services, Customer Service, Banking, Credit, Microsoft Word, Finance, Process Improvement, Risk Management, PowerPoint
Education
Roberts Wesleyan College 1997 — 1998
Organizational Managment, Business Administration and Management, General
Roberts Wesleyan College
Bachelor's degree, Organizational/Business Mgmt
Nick Farina's Morgan Stanley Experience January 2015 - May 2015
Job Financial Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2015 - Present
Morgan Stanley January 2015 - May 2015
Morgan Stanley August 2014 - December 2014
NewGate Capital Partners May 2014 - July 2014
Delta Capital Management, Hedge Fund May 2013 - September 2013
Marcus & Millichap May 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Investments, Microsoft Excel, Event Planning, Social Networking
Education
Rollins College 2011 — 2015
Bachelor of Arts (BA), Economics
Deutsche Bank May 2015 - Present
Morgan Stanley January 2015 - May 2015
Morgan Stanley August 2014 - December 2014
NewGate Capital Partners May 2014 - July 2014
Delta Capital Management, Hedge Fund May 2013 - September 2013
Marcus & Millichap May 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Investments, Microsoft Excel, Event Planning, Social Networking
Education
Rollins College 2011 — 2015
Bachelor of Arts (BA), Economics
Ronald Waseleski's Morgan Stanley Experience February 1988 - November 2001
Job Investment Advisor Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2009 - Present
A.G. Edwards November 2001 - March 2009
Morgan Stanley February 1988 - November 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Series 63, Strategic Financial..., Securities, Fixed Annuities, Asset Allocation, 401k, Estate Planning, Portfolio Management
Education
Rider University
Bachelor of Science (B.S.), Accounting and Marketing
American Portfolios March 2009 - Present
A.G. Edwards November 2001 - March 2009
Morgan Stanley February 1988 - November 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Series 63, Strategic Financial..., Securities, Fixed Annuities, Asset Allocation, 401k, Estate Planning, Portfolio Management
Education
Rider University
Bachelor of Science (B.S.), Accounting and Marketing
Ray Al-Malt's Morgan Stanley Experience August 2012 - October 2012
Job Real Estate Agent at Lababidi Realty Group, LLC.
Industry Real Estate
Experience
Lababidi Realty Group, LLC. January 2014 - Present
Morgan Stanley August 2012 - October 2012
WPRK 91.5 FM December 2010 - December 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SPSS, Stata
Education
Rollins College 2009 — 2013
Bachelor of Arts (BA), Economics
Lake Brantley High School 2005 — 2009
Lababidi Realty Group, LLC. January 2014 - Present
Morgan Stanley August 2012 - October 2012
WPRK 91.5 FM December 2010 - December 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SPSS, Stata
Education
Rollins College 2009 — 2013
Bachelor of Arts (BA), Economics
Lake Brantley High School 2005 — 2009
Griffin James's Morgan Stanley Experience June 2011 - August 2011
Job Operations Analyst
Industry Investment Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
Doral Bank February 2014 - May 2015
James Recycling 2011 - 2012
Morgan Stanley June 2011 - August 2011
Skills
Proficient in Microsoft...
Education
Roanoke College 2009 — 2013
Bachelors of Science, Economics
Bergen Catholic High School 2006 — 2009
College Prep
JPMorgan Chase & Co. August 2015 - Present
Doral Bank February 2014 - May 2015
James Recycling 2011 - 2012
Morgan Stanley June 2011 - August 2011
Skills
Proficient in Microsoft...
Education
Roanoke College 2009 — 2013
Bachelors of Science, Economics
Bergen Catholic High School 2006 — 2009
College Prep
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS