Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Anna Volfson Anna Volfson's Morgan Stanley Experience July 2006 - December 2007
Job Director, Finance Ops, Ad Sales at DIRECTV
Industry Broadcast Media
Experience
DIRECTV August 2014 - Present
DIRECTV May 2011 - August 2014
Yahoo, Inc March 2008 - April 2011
Morgan Stanley July 2006 - December 2007
Intel March 2003 - July 2006
Intel January 2005 - June 2006
Intel April 2003 - December 2004
Lucent Technologies, Inc June 2002 - March 2003
Skills
Financial Analysis, Finance, Forecasting, Financial Forecasting, Due Diligence, Pricing, Financial Modeling, Budgets, Auditing, Mergers, Analysis, Management, Cost Accounting, Mergers & Acquisitions, Project Planning, Competitive Analysis, Strategy, Sales, Analytics
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance, Accounting, Global Business
Rutgers University-New Brunswick 1999 — 2002
BS, Finance
DIRECTV August 2014 - Present
DIRECTV May 2011 - August 2014
Yahoo, Inc March 2008 - April 2011
Morgan Stanley July 2006 - December 2007
Intel March 2003 - July 2006
Intel January 2005 - June 2006
Intel April 2003 - December 2004
Lucent Technologies, Inc June 2002 - March 2003
Skills
Financial Analysis, Finance, Forecasting, Financial Forecasting, Due Diligence, Pricing, Financial Modeling, Budgets, Auditing, Mergers, Analysis, Management, Cost Accounting, Mergers & Acquisitions, Project Planning, Competitive Analysis, Strategy, Sales, Analytics
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance, Accounting, Global Business
Rutgers University-New Brunswick 1999 — 2002
BS, Finance
Katherine Soliday Katherine Soliday's Morgan Stanley Experience April 2011 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
USAA Financial AdvisorUSAAMay 2014 - Present
Wells Fargo March 2012 - September 2013
Morgan Stanley April 2011 - March 2012
PNC April 2010 - April 2011
PNC July 2009 - April 2010
PNC March 2009 - July 2009
Citi October 2007 - March 2009
American Income Life Insurance Company July 2007 - October 2007
Skills
Wealth Management, Retirement Planning, Business Development, Presentations, Life Insurance, Investments, Manage Client..., Sales, Cold Calling, Banking, Sales Management, Customer Service, Financial Services, Loans, Portfolio Management, Relationship Management, Risk Management, CRM
Education
West Texas A&M University 2015 — 2017
Master of Business Administration (MBA)
Rutgers University – Camden 2004 — 2007
Bachelor's degree, Political Science and Government
American School in Japan 2002 — 2004
High School
USAA Financial AdvisorUSAAMay 2014 - Present
Wells Fargo March 2012 - September 2013
Morgan Stanley April 2011 - March 2012
PNC April 2010 - April 2011
PNC July 2009 - April 2010
PNC March 2009 - July 2009
Citi October 2007 - March 2009
American Income Life Insurance Company July 2007 - October 2007
Skills
Wealth Management, Retirement Planning, Business Development, Presentations, Life Insurance, Investments, Manage Client..., Sales, Cold Calling, Banking, Sales Management, Customer Service, Financial Services, Loans, Portfolio Management, Relationship Management, Risk Management, CRM
Education
West Texas A&M University 2015 — 2017
Master of Business Administration (MBA)
Rutgers University – Camden 2004 — 2007
Bachelor's degree, Political Science and Government
American School in Japan 2002 — 2004
High School
Christopher Zul Christopher Zul's Morgan Stanley Experience March 2014 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch September 2012 - May 2013
Citi June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Finance, Customer Service, Strategic Financial..., Financial Reporting, Bloomberg Terminal, Monte Carlo Simulation, Financial Modeling
Education
CFA Institute
2016 Level IlI Candidate in the CFA Program
Rowan University
Bachelor of Science (B.S.), Finance, General, 3.92/4.0
Morgan Stanley March 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch September 2012 - May 2013
Citi June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Finance, Customer Service, Strategic Financial..., Financial Reporting, Bloomberg Terminal, Monte Carlo Simulation, Financial Modeling
Education
CFA Institute
2016 Level IlI Candidate in the CFA Program
Rowan University
Bachelor of Science (B.S.), Finance, General, 3.92/4.0
Namita Mehta's Morgan Stanley Experience February 2013 - Present
Job Pla Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Bloomberg LP September 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Access, Time Management, Teamwork, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Scince, Finance
Morgan Stanley February 2013 - Present
Bloomberg LP September 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Access, Time Management, Teamwork, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Scince, Finance
Michael Tavani Michael Tavani's Morgan Stanley Experience May 2007 - August 2007
Job Financial Analyst at American Water
Industry Utilities
Experience
American Water July 2014 - Present
Fox Management Consulting August 2013 - January 2014
SEI June 2013 - August 2013
Citi December 2009 - June 2012
Citi September 2008 - December 2009
Morgan Stanley May 2007 - August 2007
Skills
Finance, Strategy, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Leadership, SAP, Oracle Enterprise..., Hyperion
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Financial Management, 3.81
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor of Science (B.S.), Finance
American Water July 2014 - Present
Fox Management Consulting August 2013 - January 2014
SEI June 2013 - August 2013
Citi December 2009 - June 2012
Citi September 2008 - December 2009
Morgan Stanley May 2007 - August 2007
Skills
Finance, Strategy, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Leadership, SAP, Oracle Enterprise..., Hyperion
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Financial Management, 3.81
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor of Science (B.S.), Finance
Joseph Clericuzio's Morgan Stanley Experience June 2008 - August 2008
Job Associate at Law Offices of Michael A. Percario
Industry Law Practice
Experience
Law Offices of Michael A. Percario September 2013 - Present
Middlesex County Courthouse August 2012 - August 2013
Marshall, Dennehey, Warner, Coleman, & Coggin June 2011 - August 2011
Middlesex County Prosecutor's Office June 2010 - August 2010
Morgan Stanley June 2008 - August 2008
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Litigation, Commercial Litigation, Appeals, Courts, Mediation, Personal Injury, Corporate Law, Family Law, Criminal Law, Bankruptcy, Intellectual Property, Motions, Hearings, Negotiation, Depositions
Education
Rutgers University School of Law - Camden 2009 — 2012
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor's degree, Finance
Law Offices of Michael A. Percario September 2013 - Present
Middlesex County Courthouse August 2012 - August 2013
Marshall, Dennehey, Warner, Coleman, & Coggin June 2011 - August 2011
Middlesex County Prosecutor's Office June 2010 - August 2010
Morgan Stanley June 2008 - August 2008
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Litigation, Commercial Litigation, Appeals, Courts, Mediation, Personal Injury, Corporate Law, Family Law, Criminal Law, Bankruptcy, Intellectual Property, Motions, Hearings, Negotiation, Depositions
Education
Rutgers University School of Law - Camden 2009 — 2012
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor's degree, Finance
Spencer Greene Spencer Greene's Morgan Stanley Experience January 2014 - Present
Job OTC & Listed Derivative Client Clearing Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Bloomberg LP June 2013 - December 2013
Merrill Lynch April 2012 - August 2012
Skills
PowerPoint, Excel, Word, Bloomberg, Customer Service, Sales, Interpersonal Skill, Access, Microsoft Word, Financial Analysis, Management, Portfolio Management, Data Analysis, Investments, Financial Modeling, PeopleSoft, Leadership, Accounting, Equity Research, Banking, Time Management, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (B.S.), Finance
Morgan Stanley January 2014 - Present
Bloomberg LP June 2013 - December 2013
Merrill Lynch April 2012 - August 2012
Skills
PowerPoint, Excel, Word, Bloomberg, Customer Service, Sales, Interpersonal Skill, Access, Microsoft Word, Financial Analysis, Management, Portfolio Management, Data Analysis, Investments, Financial Modeling, PeopleSoft, Leadership, Accounting, Equity Research, Banking, Time Management, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (B.S.), Finance
Christopher Levin's Morgan Stanley Experience February 2012 - June 2012
Job Accountant at Comcast
Industry Accounting
Experience
Comcast March 2015 - Present
Holtec International April 2013 - December 2014
Morgan Stanley February 2012 - June 2012
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Camden 2009 — 2013
Bachelor of Science (BS), Accounting
Comcast March 2015 - Present
Holtec International April 2013 - December 2014
Morgan Stanley February 2012 - June 2012
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Camden 2009 — 2013
Bachelor of Science (BS), Accounting
Joe Cleaver's Morgan Stanley Experience December 2004 - January 2006
Job Director, Strategic Technical Alliances at Pitney Bowes
Industry Computer Software
Experience
Pitney Bowes September 2015 - Present
Microsoft Corp January 2006 - September 2015
Morgan Stanley December 2004 - January 2006
Kanbay March 2002 - December 2005
Morgan Stanley August 2000 - March 2002
Merrill Lynch 1999 - 2000
JP Morgan November 1997 - October 1998
Marriott, Sodexho 1990 - 1997
Skills
Program Management, Strategy, New Business Development, Cloud Computing, Business Strategy, Business Development, Management, Strategic Partnerships, Start-ups, Enterprise Software, Financial Services, Project Management, SaaS, Team Management, Microsoft Technologies, Business Analysis, Innovative Thinking, Innovation Development, Banking, Creative Vision, Strategic Planning, Thought Leadership, Windows, Security, Professional Services, Product Evangelism, Innovation, Technology Evangelism, Windows 8, Retail Banking, Roadmap, Banking Domain, Public Speaking, Social Media, Emerging Technologies, Product Management, Business Intelligence, Leadership, Direct Sales, Go-to-market Strategy, Sales Process, Business Alliances, Business Alliance..., Channel Strategy, PaaS, Windows Azure, Pre-sales, Strategic Alliances, Mobile Technology, Solution Selling
Education
Stevens Institute of Technology 1998 — 1999
MS - IS
Rowan University 1984 — 1990
BA, Management
Pitney Bowes September 2015 - Present
Microsoft Corp January 2006 - September 2015
Morgan Stanley December 2004 - January 2006
Kanbay March 2002 - December 2005
Morgan Stanley August 2000 - March 2002
Merrill Lynch 1999 - 2000
JP Morgan November 1997 - October 1998
Marriott, Sodexho 1990 - 1997
Skills
Program Management, Strategy, New Business Development, Cloud Computing, Business Strategy, Business Development, Management, Strategic Partnerships, Start-ups, Enterprise Software, Financial Services, Project Management, SaaS, Team Management, Microsoft Technologies, Business Analysis, Innovative Thinking, Innovation Development, Banking, Creative Vision, Strategic Planning, Thought Leadership, Windows, Security, Professional Services, Product Evangelism, Innovation, Technology Evangelism, Windows 8, Retail Banking, Roadmap, Banking Domain, Public Speaking, Social Media, Emerging Technologies, Product Management, Business Intelligence, Leadership, Direct Sales, Go-to-market Strategy, Sales Process, Business Alliances, Business Alliance..., Channel Strategy, PaaS, Windows Azure, Pre-sales, Strategic Alliances, Mobile Technology, Solution Selling
Education
Stevens Institute of Technology 1998 — 1999
MS - IS
Rowan University 1984 — 1990
BA, Management
Guilherme Carvalho Guilherme Carvalho's Morgan Stanley Experience July 1997 - February 2001
Job Infrastructure Finance/Private Equity
Industry Investment Management
Experience
Barclays Infrastructure Funds July 2008 - October 2013
ABN AMRO Bank N.V. April 2004 - June 2008
Aubury Dade Corporation April 2001 - July 2002
Morgan Stanley July 1997 - February 2001
Skills
Infrastructure, Investment Banking, Private Equity, Equities, Capital Markets, Hedge Funds, Valuation, Structured Products, Emerging Markets, Financial Markets, Bloomberg, Financial Modeling, Structured Finance, Financial Structuring, LBO, Bonds, Alternative Investments
Education
Rotterdam School of Management, Erasmus University 2002 — 2003
Master of Business Administration (MBA)
University of Central Florida 1994 — 1998
Bachelor of Science (BS), Business Administration and Economics
Zilah Frota
Barclays Infrastructure Funds July 2008 - October 2013
ABN AMRO Bank N.V. April 2004 - June 2008
Aubury Dade Corporation April 2001 - July 2002
Morgan Stanley July 1997 - February 2001
Skills
Infrastructure, Investment Banking, Private Equity, Equities, Capital Markets, Hedge Funds, Valuation, Structured Products, Emerging Markets, Financial Markets, Bloomberg, Financial Modeling, Structured Finance, Financial Structuring, LBO, Bonds, Alternative Investments
Education
Rotterdam School of Management, Erasmus University 2002 — 2003
Master of Business Administration (MBA)
University of Central Florida 1994 — 1998
Bachelor of Science (BS), Business Administration and Economics
Zilah Frota
Arthur Deussing Arthur Deussing's Morgan Stanley Experience January 1998 - January 2003
Job Industrial Real Estate Expert
Industry Real Estate
Experience
The Prestige Group, Inc. October 2006 - Present
NAI Mertz Corporation February 2003 - October 2006
Morgan Stanley January 1998 - January 2003
Skills
Valuation, Commercial Lending, Negotiation, Appraisals, Adaptive Reuse of..., Land sales and leasing, Commercial Real Estate..., Real Estate, Investors, Sales, Property Management, Commercial Real Estate, Property, Real Estate Development
Education
Rutgers University – Camden
Bachelors, Arts and Sciences
The Prestige Group, Inc. October 2006 - Present
NAI Mertz Corporation February 2003 - October 2006
Morgan Stanley January 1998 - January 2003
Skills
Valuation, Commercial Lending, Negotiation, Appraisals, Adaptive Reuse of..., Land sales and leasing, Commercial Real Estate..., Real Estate, Investors, Sales, Property Management, Commercial Real Estate, Property, Real Estate Development
Education
Rutgers University – Camden
Bachelors, Arts and Sciences
Karalyn Slomiany Karalyn Slomiany's Morgan Stanley Experience October 1998 - October 2004
Job
Industry Information Technology and Services
Experience
Retired March 2015 - Present
Citi March 1983 - March 2015
Morgan Stanley October 1998 - October 2004
Hyatt Hotels Corporation January 1979 - July 1982
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Project Management, Integration, Access
Education
Roosevelt University
Retired March 2015 - Present
Citi March 1983 - March 2015
Morgan Stanley October 1998 - October 2004
Hyatt Hotels Corporation January 1979 - July 1982
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Project Management, Integration, Access
Education
Roosevelt University
Yiren(Max) Lu Yiren(Max) Lu's Morgan Stanley Experience July 2014 - September 2014
Job Master Student at University of Pennsylvania
Industry Computer Software
Experience
Microsoft Research Asia December 2014 - June 2015
eBay Inc October 2014 - November 2014
Tongji iLab January 2014 - November 2014
Morgan Stanley July 2014 - September 2014
Skills
C++, Java, C, Python, Linux, Machine Learning, Computer Vision, Objective-C, OpenGL, Photoshop, Graphic Design, Public Speaking, Software Project..., English, Time Management, ActionScript, Assembly Language, Microsoft Office
Education
University of Pennsylvania 2015 — 2017
Master’s Degree, Robotics
Tongji University 2011 — 2015
Bachelor's Degree, Software Engineering, GPA 90.4/100
Rose-Hulman Institute of Technology 2013 — 2013
Exchange Program, Computer Science, GPA 4.0/4.0
Microsoft Research Asia December 2014 - June 2015
eBay Inc October 2014 - November 2014
Tongji iLab January 2014 - November 2014
Morgan Stanley July 2014 - September 2014
Skills
C++, Java, C, Python, Linux, Machine Learning, Computer Vision, Objective-C, OpenGL, Photoshop, Graphic Design, Public Speaking, Software Project..., English, Time Management, ActionScript, Assembly Language, Microsoft Office
Education
University of Pennsylvania 2015 — 2017
Master’s Degree, Robotics
Tongji University 2011 — 2015
Bachelor's Degree, Software Engineering, GPA 90.4/100
Rose-Hulman Institute of Technology 2013 — 2013
Exchange Program, Computer Science, GPA 4.0/4.0
Jason Branno Jason Branno's Morgan Stanley Experience September 2000 - February 2008
Job Computer Scientist IV, STARS System Support at HiTech Systems, Inc.
Industry Airlines/Aviation
Experience
Hi-Tec Systems, Inc. May 2014 - Present
Hi-Tec Systems, Inc. November 2011 - May 2014
Spectrum Software Technology Inc October 2010 - November 2011
Spectrum Software Technology Inc July 2009 - June 2010
Spectrum Software Technology Inc December 2008 - January 2009
Fidelity National Financial March 2008 - June 2008
Morgan Stanley September 2000 - February 2008
Universal Supply Co September 1998 - September 2000
DIRECTV May 1998 - July 1998
United States Navy April 1994 - April 1998
Education
Rowan University 2002 — 2012
Bachelor of Science (B.S.), Management of Information Systems; Minor: Computer Science
Rowan University 2002 — 2012
Bachelor of Science (BS), Management of Information Systems
Hi-Tec Systems, Inc. May 2014 - Present
Hi-Tec Systems, Inc. November 2011 - May 2014
Spectrum Software Technology Inc October 2010 - November 2011
Spectrum Software Technology Inc July 2009 - June 2010
Spectrum Software Technology Inc December 2008 - January 2009
Fidelity National Financial March 2008 - June 2008
Morgan Stanley September 2000 - February 2008
Universal Supply Co September 1998 - September 2000
DIRECTV May 1998 - July 1998
United States Navy April 1994 - April 1998
Education
Rowan University 2002 — 2012
Bachelor of Science (B.S.), Management of Information Systems; Minor: Computer Science
Rowan University 2002 — 2012
Bachelor of Science (BS), Management of Information Systems
Nancy Monaghan, CAIA Nancy Monaghan, CAIA's Morgan Stanley Experience July 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2000 - Present
Education
Rutgers Business School
Bachelor of Science (BS), Marketing
Morgan Stanley July 2000 - Present
Education
Rutgers Business School
Bachelor of Science (BS), Marketing
Steven Kempton's Morgan Stanley Experience May 2006 - August 2006
Job REALTOR at Century 21 Rauh and Johns
Industry Real Estate
Experience
Century 21 Rauh & Johns June 2012 - Present
Licensures July 2010 - Present
DiNardo Brother's Entertainment September 2004 - Present
DiNardo Brothers Entertainment September 2004 - Present
Century 21 Hearst Realty Inc June 2010 - June 2012
Aflac June 2007 - June 2008
Morgan Stanley May 2006 - August 2006
Skills
Real Estate, Marketing, Investment Properties, Sales, Buyer Representation, Management, Customer Service, Selling, Microsoft Office, Microsoft Excel, PowerPoint, Real Property, Social Networking, Small Business, Social Media Marketing, Time Management, Sellers, Advertising, Negotiation, Short Sales, Real Estate Transactions, Contract Negotiation, Marketing Strategy, Customer Satisfaction, Online Marketing, New Home Sales, Event Planning, Referrals, Rentals, Social Media, Public Speaking, Facebook, Single Family Homes, Investors, Residential Homes, First Time Home Buyers, Condos, Listings, Online Advertising, Townhomes, Buyers, FHA, Seniors, Email Marketing, Foreclosures, REO, Relocation
Education
Rowan University 2003 — 2008
Bachelors, Business Administration
Rowan University 2003 — 2008
Bachelor of Science, Business Administration; Marketing
Washington Township High School 1999 — 2003
BS, Business, Management, Marketing, and Related Support Services
Century 21 Rauh & Johns June 2012 - Present
Licensures July 2010 - Present
DiNardo Brother's Entertainment September 2004 - Present
DiNardo Brothers Entertainment September 2004 - Present
Century 21 Hearst Realty Inc June 2010 - June 2012
Aflac June 2007 - June 2008
Morgan Stanley May 2006 - August 2006
Skills
Real Estate, Marketing, Investment Properties, Sales, Buyer Representation, Management, Customer Service, Selling, Microsoft Office, Microsoft Excel, PowerPoint, Real Property, Social Networking, Small Business, Social Media Marketing, Time Management, Sellers, Advertising, Negotiation, Short Sales, Real Estate Transactions, Contract Negotiation, Marketing Strategy, Customer Satisfaction, Online Marketing, New Home Sales, Event Planning, Referrals, Rentals, Social Media, Public Speaking, Facebook, Single Family Homes, Investors, Residential Homes, First Time Home Buyers, Condos, Listings, Online Advertising, Townhomes, Buyers, FHA, Seniors, Email Marketing, Foreclosures, REO, Relocation
Education
Rowan University 2003 — 2008
Bachelors, Business Administration
Rowan University 2003 — 2008
Bachelor of Science, Business Administration; Marketing
Washington Township High School 1999 — 2003
BS, Business, Management, Marketing, and Related Support Services
Karen Feinberg Karen Feinberg's Morgan Stanley Experience October 2012 - Present
Job Business Analyst / Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
The Blackstone Group June 2010 - August 2012
Eisner Information Solutions August 2008 - August 2010
Banc of America Securities February 2007 - January 2008
Lehman Brothers June 1994 - March 2006
Skills
CRM, Management Consulting, Private Equity, Investor Relations, Reporting Systems, Data Analysis, Process Improvement, Analytics, Business Development, Business Strategy, Financial Services, Banking, Project Management, Business Analysis, Capital Markets, Consulting, Enterprise Software, Finance, Management
Education
Rutgers Business School 1978 — 1982
Accounting and Finance
Morgan Stanley October 2012 - Present
The Blackstone Group June 2010 - August 2012
Eisner Information Solutions August 2008 - August 2010
Banc of America Securities February 2007 - January 2008
Lehman Brothers June 1994 - March 2006
Skills
CRM, Management Consulting, Private Equity, Investor Relations, Reporting Systems, Data Analysis, Process Improvement, Analytics, Business Development, Business Strategy, Financial Services, Banking, Project Management, Business Analysis, Capital Markets, Consulting, Enterprise Software, Finance, Management
Education
Rutgers Business School 1978 — 1982
Accounting and Finance
Jason Grosso Jason Grosso's Morgan Stanley Experience April 2013 - Present
Job Student at Rutgers University Camden
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Jason Grosso Windows and Doors June 1997 - March 2013
Skills
Marketing, Customer Service, Building Relationships, Cold Calling, Appointment Scheduling, Conflict Resolution, Leadership, Supplier Negotiation, Lease Negotiations, Microsoft Office, Research, Communication, Adaptable to Changes, Outlook, Microsoft Excel, Qualifying Prospects, Relationship Management, Marketing Research, Social Networking, Social Media Marketing, Marketing Strategy, Advertising, Networking, Public Speaking, Email Marketing, PowerPoint, Microsoft Word, Sales, Social Media, Management, Strategic Planning
Education
Rutgers University – Camden 2014 — 2016
Business/Managerial Economics
Camden County College 2011 — 2014
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics, 3.925
Morgan Stanley April 2013 - Present
Jason Grosso Windows and Doors June 1997 - March 2013
Skills
Marketing, Customer Service, Building Relationships, Cold Calling, Appointment Scheduling, Conflict Resolution, Leadership, Supplier Negotiation, Lease Negotiations, Microsoft Office, Research, Communication, Adaptable to Changes, Outlook, Microsoft Excel, Qualifying Prospects, Relationship Management, Marketing Research, Social Networking, Social Media Marketing, Marketing Strategy, Advertising, Networking, Public Speaking, Email Marketing, PowerPoint, Microsoft Word, Sales, Social Media, Management, Strategic Planning
Education
Rutgers University – Camden 2014 — 2016
Business/Managerial Economics
Camden County College 2011 — 2014
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics, 3.925
Belal Ellithy Belal Ellithy's Morgan Stanley Experience March 2000 - July 2002
Job Vice President at Capital One Bank
Industry Banking
Experience
Capital One Bank February 2013 - Present
HSBC Private Bank November 2005 - April 2007
JPMorgan Chase July 2002 - November 2005
Morgan Stanley March 2000 - July 2002
Skills
Banking, Portfolio Management, Loans, Credit, Commercial Lending, Financial Services, Commercial Banking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Professional MBA
Capital One Bank February 2013 - Present
HSBC Private Bank November 2005 - April 2007
JPMorgan Chase July 2002 - November 2005
Morgan Stanley March 2000 - July 2002
Skills
Banking, Portfolio Management, Loans, Credit, Commercial Lending, Financial Services, Commercial Banking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Professional MBA
Victoria Grant Victoria Grant's Morgan Stanley Experience October 2006 - June 2014
Job Vice President, Equity Derivatives Group EDG Legal Documentation at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Morgan Stanley October 2006 - June 2014
Merrill Lynch July 2004 - October 2006
Skills
Derivatives, Equities, Fixed Income, Team Management, Payments, PowerPoint, Settlement, Options, Risk Management, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2004
Bachelor of Arts (B.A.), Finance, 3.5
JPMorgan Chase June 2014 - Present
Morgan Stanley October 2006 - June 2014
Merrill Lynch July 2004 - October 2006
Skills
Derivatives, Equities, Fixed Income, Team Management, Payments, PowerPoint, Settlement, Options, Risk Management, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2004
Bachelor of Arts (B.A.), Finance, 3.5
Joseph R. Harris III Joseph R. Harris III's Morgan Stanley Experience November 2011 - December 2011
Job Economist U.S. Department of Labor
Industry Government Administration
Experience
Rutgers University January 2015 - Present
U.S. Department of Labor October 2014 - Present
The Senator Walter Rand Institute for Public Affairs September 2013 - September 2014
Rutgers, The State University of New Jersey January 2010 - September 2014
Federal Reserve Bank of Philadelphia May 2011 - May 2014
Clearwire October 2009 - November 2012
Morgan Stanley November 2011 - December 2011
Skills
Statistics, Sales, Economic Research, Customer Service, Presentations, Microsoft Office, Banking, Public Speaking, Econometrics, Social Skills, Volunteering, R, Stata
Education
Rutgers, The State University of New Jersey-Camden 2013 — 2014
Master of Public Administration (M.P.A.), Public Management, 4.0
Rutgers, The State University of New Jersey-Camden 2009 — 2013
Bachelor of Arts (B.A.), Economics, Finance, Major: 3.82 / Cumulative: 3.47
Paul VI High School 2005 — 2009
HS Diploma, 3.6
Rutgers University January 2015 - Present
U.S. Department of Labor October 2014 - Present
The Senator Walter Rand Institute for Public Affairs September 2013 - September 2014
Rutgers, The State University of New Jersey January 2010 - September 2014
Federal Reserve Bank of Philadelphia May 2011 - May 2014
Clearwire October 2009 - November 2012
Morgan Stanley November 2011 - December 2011
Skills
Statistics, Sales, Economic Research, Customer Service, Presentations, Microsoft Office, Banking, Public Speaking, Econometrics, Social Skills, Volunteering, R, Stata
Education
Rutgers, The State University of New Jersey-Camden 2013 — 2014
Master of Public Administration (M.P.A.), Public Management, 4.0
Rutgers, The State University of New Jersey-Camden 2009 — 2013
Bachelor of Arts (B.A.), Economics, Finance, Major: 3.82 / Cumulative: 3.47
Paul VI High School 2005 — 2009
HS Diploma, 3.6
Jeffrey Rokuskie's Morgan Stanley Experience 2005 - 2006
Job Divisional Controller Americas at EMD Affiliates of Merck KGaA, Darmstadt, Germany
Industry Accounting
Experience
EMD - Affiliates of Merck KGaA, Darmstadt, Germany April 2013 - Present
EMD Chemicals January 2011 - Present
EMD Chemicals April 2008 - June 2011
VWR International June 2006 - April 2008
Clement Pappas 2005 - 2007
Morgan Stanley 2005 - 2006
Skills
Forecasting, Process Improvement, SAP, Financial Analysis, Budgets, Accounting, Variance Analysis, Hyperion Enterprise, Cost Accounting, Internal Controls, Microsoft Excel, Financial Reporting, General Ledger, ERP, Financial Modeling, Auditing, Six Sigma, Analysis, Finance, Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Accounts Receivable, US GAAP, Managerial Finance, Acquisition Integration, Business Planning, Business Process..., Internal Audit, Mergers & Acquisitions, Payroll, SAP BW, SAP R/3, Cross-functional Team..., Leadership, Financial Accounting, Strategy, Cash Flow, Change Management, Project Management
Education
Rutgers University 2012 — 2015
Master of Business Administration (MBA)
Rowan University 2005 — 2006
finance
Rowan University 2002 — 2006
EMD - Affiliates of Merck KGaA, Darmstadt, Germany April 2013 - Present
EMD Chemicals January 2011 - Present
EMD Chemicals April 2008 - June 2011
VWR International June 2006 - April 2008
Clement Pappas 2005 - 2007
Morgan Stanley 2005 - 2006
Skills
Forecasting, Process Improvement, SAP, Financial Analysis, Budgets, Accounting, Variance Analysis, Hyperion Enterprise, Cost Accounting, Internal Controls, Microsoft Excel, Financial Reporting, General Ledger, ERP, Financial Modeling, Auditing, Six Sigma, Analysis, Finance, Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Accounts Receivable, US GAAP, Managerial Finance, Acquisition Integration, Business Planning, Business Process..., Internal Audit, Mergers & Acquisitions, Payroll, SAP BW, SAP R/3, Cross-functional Team..., Leadership, Financial Accounting, Strategy, Cash Flow, Change Management, Project Management
Education
Rutgers University 2012 — 2015
Master of Business Administration (MBA)
Rowan University 2005 — 2006
finance
Rowan University 2002 — 2006
Katalin Patai Katalin Patai's Morgan Stanley Experience March 2014 - Present
Job Oracle Hyperion Essbase Database Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley April 2011 - March 2014
Vitalitas Savariae Bt. 2008 - 2013
Vitalitas Savariae Art Foundation 2008 - 2013
Oberbank September 2010 - November 2010
A. T. Kearney February 2010 - May 2010
Budapest Bank Nyrt. July 2008 - August 2008
Skills
Corporate Finance, English, German, Microsoft Office, Excel, Financial Reporting, Business Strategy, Business Planning, Negotiation, Project Planning, Marketing Strategy, Online Marketing, Market Research, Financial Analysis, Financial Modeling, Essbase, Leadership, Microsoft Excel
Education
WU (Vienna University of Economics and Business) 2009 — 2011
CEMS Master’s in International Management, International Management
Budapesti Corvinus Egyetem 2005 — 2011
Master's in Business Economics, Business and Management, Corporate Finance, International Management
RSM Erasmus University 2009 — 2009
CEMS
Morgan Stanley March 2014 - Present
Morgan Stanley April 2011 - March 2014
Vitalitas Savariae Bt. 2008 - 2013
Vitalitas Savariae Art Foundation 2008 - 2013
Oberbank September 2010 - November 2010
A. T. Kearney February 2010 - May 2010
Budapest Bank Nyrt. July 2008 - August 2008
Skills
Corporate Finance, English, German, Microsoft Office, Excel, Financial Reporting, Business Strategy, Business Planning, Negotiation, Project Planning, Marketing Strategy, Online Marketing, Market Research, Financial Analysis, Financial Modeling, Essbase, Leadership, Microsoft Excel
Education
WU (Vienna University of Economics and Business) 2009 — 2011
CEMS Master’s in International Management, International Management
Budapesti Corvinus Egyetem 2005 — 2011
Master's in Business Economics, Business and Management, Corporate Finance, International Management
RSM Erasmus University 2009 — 2009
CEMS
William Murphy, Esq.'s Morgan Stanley Experience July 2006 - February 2007
Job Associate Attorney at Worthington & Worthington
Industry Law Practice
Experience
Worthington & Worthington April 2011 - Present
Law Office of Jamie Epstein November 2010 - May 2011
Cohen Seglias Pallas Greenhall & Furman PC February 2011 - April 2011
Law Office of Jamie Epstein March 2009 - May 2010
Law Offices of Heather Wright May 2009 - August 2009
Costa & LaRosa P.C. October 2008 - February 2009
Morgan Stanley July 2006 - February 2007
Fidelity Investments 2003 - 2004
Education
Rutgers University School of Law - Camden 2007 — 2010
JD
St. Charles Borromeo Seminary 2006 — 2007
(none), Philosophy
Saint Peter's University 2001 — 2005
BA, Theology & Philosophy (minor in History)
jackson memorial high school
Worthington & Worthington April 2011 - Present
Law Office of Jamie Epstein November 2010 - May 2011
Cohen Seglias Pallas Greenhall & Furman PC February 2011 - April 2011
Law Office of Jamie Epstein March 2009 - May 2010
Law Offices of Heather Wright May 2009 - August 2009
Costa & LaRosa P.C. October 2008 - February 2009
Morgan Stanley July 2006 - February 2007
Fidelity Investments 2003 - 2004
Education
Rutgers University School of Law - Camden 2007 — 2010
JD
St. Charles Borromeo Seminary 2006 — 2007
(none), Philosophy
Saint Peter's University 2001 — 2005
BA, Theology & Philosophy (minor in History)
jackson memorial high school
Abhijit Deshpande Abhijit Deshpande's Morgan Stanley Experience June 2010 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley June 2010 - Present
Deutsche Bank April 2006 - June 2010
Patni Computer Systems 2000 - 2006
Kirloskar Oil Engines Ltd July 1995 - July 1999
Skills
Java, Weblogic, Java Enterprise Edition, Agile Methodologies, SDLC, Integration, Requirements Analysis, Quality Assurance, Spring, Websphere, EJB, Servlets, Software Project..., SOA, Web Services, JUnit, Hibernate
Education
Shivaji University 1991 — 1995
Rutgers, The State University of New Jersey - Rutgers Business School
Morgan Stanley June 2010 - Present
Deutsche Bank April 2006 - June 2010
Patni Computer Systems 2000 - 2006
Kirloskar Oil Engines Ltd July 1995 - July 1999
Skills
Java, Weblogic, Java Enterprise Edition, Agile Methodologies, SDLC, Integration, Requirements Analysis, Quality Assurance, Spring, Websphere, EJB, Servlets, Software Project..., SOA, Web Services, JUnit, Hibernate
Education
Shivaji University 1991 — 1995
Rutgers, The State University of New Jersey - Rutgers Business School
Julie Joyce Julie Joyce's Morgan Stanley Experience January 2007 - December 2011
Job Integrated Marketing & Communications Strategy Manager at Dynamic Publishing & Exec. Producer & Host of Book Tour Radio
Industry Public Relations and Communications
Experience
Dynamic Publishing January 2007 - Present
Book Tour Radio October 2011 - Present
LiveOps October 2011 - June 2012
Morgan Stanley January 2007 - December 2011
American School September 2002 - January 2007
Skills
Books, Radio, Published Author, Publicity, Creative Writing, Blogging, Copywriting, Creative Writer, Publishing, Editing, Journalism, Social Networking, Newsletters, Press Releases, Copy Editing, Freelance Writing, Non-fiction, Storytelling, Editorial, Content Development, Fiction, Proofreading, Web Content, Ebooks, Literature, Fiction Writing, Ghostwriting, Short Stories, Magazine Articles, Magazines, Book Reviews, Online Publishing, Feature Articles, Content Strategy, Memoir, New Media, Fact-checking, Manuscript, Publications, Content Writing, Content Management, Marketing Copy, AP Style, SEO copywriting, Newspapers, Speech Writing, History, Screenwriting, SEO, Curating
Education
Roosevelt University
Bachelor of Science (B.S.) Business Administration, Finance
Dynamic Publishing January 2007 - Present
Book Tour Radio October 2011 - Present
LiveOps October 2011 - June 2012
Morgan Stanley January 2007 - December 2011
American School September 2002 - January 2007
Skills
Books, Radio, Published Author, Publicity, Creative Writing, Blogging, Copywriting, Creative Writer, Publishing, Editing, Journalism, Social Networking, Newsletters, Press Releases, Copy Editing, Freelance Writing, Non-fiction, Storytelling, Editorial, Content Development, Fiction, Proofreading, Web Content, Ebooks, Literature, Fiction Writing, Ghostwriting, Short Stories, Magazine Articles, Magazines, Book Reviews, Online Publishing, Feature Articles, Content Strategy, Memoir, New Media, Fact-checking, Manuscript, Publications, Content Writing, Content Management, Marketing Copy, AP Style, SEO copywriting, Newspapers, Speech Writing, History, Screenwriting, SEO, Curating
Education
Roosevelt University
Bachelor of Science (B.S.) Business Administration, Finance
Rosa Delacruz's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wells Fargo May 2013 - April 2015
DoubleTree by Hilton May 2012 - April 2015
UBS June 2014 - August 2014
Skills
Guest Services..., Written and Verbal..., Experience using..., Proficient in Microsoft..., Experience conducting..., Time Management, Accounting, Account Reconciliation, Credit, Customer Service, PowerPoint, Teamwork, Research, Public Speaking, Leadership, Microsoft Office, Social Media, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's degree, Finance, GPA: 3.4
Technology High School 2007 — 2011
Morgan Stanley June 2015 - Present
Wells Fargo May 2013 - April 2015
DoubleTree by Hilton May 2012 - April 2015
UBS June 2014 - August 2014
Skills
Guest Services..., Written and Verbal..., Experience using..., Proficient in Microsoft..., Experience conducting..., Time Management, Accounting, Account Reconciliation, Credit, Customer Service, PowerPoint, Teamwork, Research, Public Speaking, Leadership, Microsoft Office, Social Media, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's degree, Finance, GPA: 3.4
Technology High School 2007 — 2011
Danielle Lodato Danielle Lodato's Morgan Stanley Experience June 2014 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Gamma Phi Beta Sorority December 2013 - Present
Monmouth County Municipal Office May 2013 - September 2013
Brother Jimmy’s October 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Accounting, Management, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Finance, General
Morgan Stanley June 2014 - Present
Gamma Phi Beta Sorority December 2013 - Present
Monmouth County Municipal Office May 2013 - September 2013
Brother Jimmy’s October 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Accounting, Management, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Finance, General
Eulardi Tanseco Eulardi Tanseco's Morgan Stanley Experience March 2012 - July 2013
Job Operations Specialist at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation July 2013 - Present
Morgan Stanley March 2012 - July 2013
Goldman Sachs March 2011 - December 2011
BNY Mellon June 2006 - March 2010
Skills
Excel, Word, PowerPoint, DTC, Securities Lending
Education
Rutgers Business School 2008 — 2011
MBA, Finance and Marketing
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
BA, Economics
The Depository Trust & Clearing Corporation July 2013 - Present
Morgan Stanley March 2012 - July 2013
Goldman Sachs March 2011 - December 2011
BNY Mellon June 2006 - March 2010
Skills
Excel, Word, PowerPoint, DTC, Securities Lending
Education
Rutgers Business School 2008 — 2011
MBA, Finance and Marketing
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
BA, Economics
Kirsty M. Walker, MBA's Morgan Stanley Experience 1994 - 2005
Job VP, Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Morgan Stanley 1994 - 2005
Philip Crosby Associates 1989 - 1993
Skills
Financial Analysis, Estate Planning, Financial Reporting, Financial Modeling, Strategy, Leadership, Change Management, Business Planning, Analysis, Strategic Planning, Forecasting
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
Merrill Lynch 2006 - Present
Morgan Stanley 1994 - 2005
Philip Crosby Associates 1989 - 1993
Skills
Financial Analysis, Estate Planning, Financial Reporting, Financial Modeling, Strategy, Leadership, Change Management, Business Planning, Analysis, Strategic Planning, Forecasting
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
Gino Basile Gino Basile's Morgan Stanley Experience December 2001 - March 2002
Job Client & Account Service Manager serving the needs of Registered Investment Advisors
Industry Financial Services
Experience
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Jennifer Quinn Jennifer Quinn's Morgan Stanley Experience January 2004 - September 2006
Job Recruiter for Idaho Community Banking at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo May 2015 - Present
OfficeTeam March 2015 - April 2015
Accountemps Salaried Professional Services May 2014 - February 2015
Accountemps November 2011 - April 2014
Compensation Master March 2009 - November 2011
Quinn Broadcasting September 2009 - July 2011
Destin Real Estate Company May 2007 - February 2009
Morgan Stanley January 2004 - September 2006
Phillip S Van Embden PC September 1998 - May 2004
Skills
Operations manage, Organizational..., Marketing Communications, Personnel Recruiting, Business Analysis, Hiring/firing, policy and procedure..., Team Building, Sales Management, Time Management, Strategic Consulting, Business Development, Strategy, Personnel Selection, Strategic Planning, Negotiation, Recruiting, Sales, Leadership Development, Customer Service, Human Resources, Training, Leadership, Talent Acquisition, Temporary Placement, Hiring, Budgets, Performance Management, Account Management, Marketing, Finance, Business Planning, Employee Relations, Forecasting, Management, Onboarding, Analysis
Education
Rowan University 2001 — 2004
Bachelor of Science, Business Admin - Finance
Boise High School 1995 — 1998
High School Diploma, General Studies
Wells Fargo May 2015 - Present
OfficeTeam March 2015 - April 2015
Accountemps Salaried Professional Services May 2014 - February 2015
Accountemps November 2011 - April 2014
Compensation Master March 2009 - November 2011
Quinn Broadcasting September 2009 - July 2011
Destin Real Estate Company May 2007 - February 2009
Morgan Stanley January 2004 - September 2006
Phillip S Van Embden PC September 1998 - May 2004
Skills
Operations manage, Organizational..., Marketing Communications, Personnel Recruiting, Business Analysis, Hiring/firing, policy and procedure..., Team Building, Sales Management, Time Management, Strategic Consulting, Business Development, Strategy, Personnel Selection, Strategic Planning, Negotiation, Recruiting, Sales, Leadership Development, Customer Service, Human Resources, Training, Leadership, Talent Acquisition, Temporary Placement, Hiring, Budgets, Performance Management, Account Management, Marketing, Finance, Business Planning, Employee Relations, Forecasting, Management, Onboarding, Analysis
Education
Rowan University 2001 — 2004
Bachelor of Science, Business Admin - Finance
Boise High School 1995 — 1998
High School Diploma, General Studies
Laszlo Hajdu-Nemeth's Morgan Stanley Experience November 2012 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley October 2006 - Present
Savaria, LLC. May 2004 - May 2006
Exceed Communications International October 1996 - May 2004
Global Enterprise Services International, Inc.(GES), February 1995 - October 1996
Skills
Product Management, Project Management, Vendor Management, Change Management, Strategic Planning, Business Development, Strategy, Business Strategy, Program Management, Management, Business Analysis, Management Consulting, Account Management, Leadership, Coaching, Training, Process Improvement, IT Strategy, Team Building, Risk Management, Business Process..., Software Project..., Cloud Computing, New Business Development, Operations Management, CRM, Competitive Analysis, Business Intelligence, Contract Negotiation, Project Planning, Analysis
Education
Rutgers University-New Brunswick 1991 — 1995
Morgan Stanley November 2012 - Present
Morgan Stanley October 2006 - Present
Savaria, LLC. May 2004 - May 2006
Exceed Communications International October 1996 - May 2004
Global Enterprise Services International, Inc.(GES), February 1995 - October 1996
Skills
Product Management, Project Management, Vendor Management, Change Management, Strategic Planning, Business Development, Strategy, Business Strategy, Program Management, Management, Business Analysis, Management Consulting, Account Management, Leadership, Coaching, Training, Process Improvement, IT Strategy, Team Building, Risk Management, Business Process..., Software Project..., Cloud Computing, New Business Development, Operations Management, CRM, Competitive Analysis, Business Intelligence, Contract Negotiation, Project Planning, Analysis
Education
Rutgers University-New Brunswick 1991 — 1995
Jasmine Rasool, Esq. Jasmine Rasool, Esq.'s Morgan Stanley Experience October 2014 - December 2014
Job Business & Legal Affairs
Industry Legal Services
Experience
Universal Music Group December 2014 - Present
Morgan Stanley October 2014 - December 2014
Rutgers-Newark Intellectual Property Law Clinic January 2014 - May 2014
Time Warner: truTV September 2013 - May 2014
Universal Music Group May 2013 - August 2013
Atlantic Records September 2012 - December 2012
Prudential Financial June 2012 - August 2012
U.S. Bankruptcy Court June 2011 - August 2011
NJ LEEP, Inc. at Seton Hall Law School September 2010 - June 2011
CIT 2006 - 2008
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Research, Litigation, Public Speaking, Civil Litigation, Intellectual Property, Courts, Mediation, PowerPoint
Education
Rutgers University School of Law - Newark 2011 — 2014
Juris Doctor (J.D.)
Spelman College 2006 — 2010
Bachelor of Arts (BA), Psychology
Universal Music Group December 2014 - Present
Morgan Stanley October 2014 - December 2014
Rutgers-Newark Intellectual Property Law Clinic January 2014 - May 2014
Time Warner: truTV September 2013 - May 2014
Universal Music Group May 2013 - August 2013
Atlantic Records September 2012 - December 2012
Prudential Financial June 2012 - August 2012
U.S. Bankruptcy Court June 2011 - August 2011
NJ LEEP, Inc. at Seton Hall Law School September 2010 - June 2011
CIT 2006 - 2008
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Research, Litigation, Public Speaking, Civil Litigation, Intellectual Property, Courts, Mediation, PowerPoint
Education
Rutgers University School of Law - Newark 2011 — 2014
Juris Doctor (J.D.)
Spelman College 2006 — 2010
Bachelor of Arts (BA), Psychology
Brandon O'Halloran Brandon O'Halloran's Morgan Stanley Experience September 2010 - May 2011
Job Procurement Agent
Industry Chemicals
Experience
BASF November 2014 - Present
BASF June 2012 - October 2014
National Securities May 2011 - November 2011
Morgan Stanley September 2010 - May 2011
Northwestern Mutual May 2010 - June 2010
Skills
SAP, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Finance, Insurance, Forecasting, Business Strategy, New Business Development, Supply Chain
Education
Seton Hall University 2013 — 2016
Master of Business Administration (MBA), Supply Chain Management
Rowan University 2007 — 2011
Bachelor of Science, Finance
BASF November 2014 - Present
BASF June 2012 - October 2014
National Securities May 2011 - November 2011
Morgan Stanley September 2010 - May 2011
Northwestern Mutual May 2010 - June 2010
Skills
SAP, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Finance, Insurance, Forecasting, Business Strategy, New Business Development, Supply Chain
Education
Seton Hall University 2013 — 2016
Master of Business Administration (MBA), Supply Chain Management
Rowan University 2007 — 2011
Bachelor of Science, Finance
Joseph Scauri's Morgan Stanley Experience 2011 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
UBS Wealth Management September 2008 - June 2011
ICON Capital Corp. 2005 - 2008
U.S. Department of State June 2004 - August 2004
Skills
Analysis, Strategy, Vendor Management, Financial Risk, Management, Wealth Management, Account Reconciliation, Accounting, Financial Services, Securities, Financial Analysis, Equities, Fixed Income, Cognos, Microsoft SQL Server, Mutual Funds, VBA, Microsoft Access, Data Analysis, BCSInt, Finance, Risk Management, Project Management, Macros, Microsoft Project
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2009
Mini MBA Program, Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
B.A., History/Political Science, 3.65 GPA
St. Peter's Preparatory School 1997 — 2001
High School
Morgan Stanley 2011 - Present
UBS Wealth Management September 2008 - June 2011
ICON Capital Corp. 2005 - 2008
U.S. Department of State June 2004 - August 2004
Skills
Analysis, Strategy, Vendor Management, Financial Risk, Management, Wealth Management, Account Reconciliation, Accounting, Financial Services, Securities, Financial Analysis, Equities, Fixed Income, Cognos, Microsoft SQL Server, Mutual Funds, VBA, Microsoft Access, Data Analysis, BCSInt, Finance, Risk Management, Project Management, Macros, Microsoft Project
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2009
Mini MBA Program, Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
B.A., History/Political Science, 3.65 GPA
St. Peter's Preparatory School 1997 — 2001
High School
Jennifer Tullis Jennifer Tullis's Morgan Stanley Experience January 1990 - January 1991
Job Project Coordinator for Select Staffing
Industry
Experience
Select Staffing 2014 - Present
Northwest Community Healthcare March 2008 - January 2010
Accenture December 1994 - March 1996
Information Science Associates February 1991 - December 1994
Morgan Stanley January 1990 - January 1991
Skills
Windows, Microsoft Office, Technical Support, Databases, Testing, Research, Public Speaking, Management, Strategic Planning, Coaching, Teaching, Leadership Development, Mental Health, Microsoft Excel, Customer Service, Nonprofits, Outlook
Education
Roosevelt University 2012 — 2016
MA, Industrial Organizational Psychology
University of Illinois 1982 — 1986
Bachelor of Music
Select Staffing 2014 - Present
Northwest Community Healthcare March 2008 - January 2010
Accenture December 1994 - March 1996
Information Science Associates February 1991 - December 1994
Morgan Stanley January 1990 - January 1991
Skills
Windows, Microsoft Office, Technical Support, Databases, Testing, Research, Public Speaking, Management, Strategic Planning, Coaching, Teaching, Leadership Development, Mental Health, Microsoft Excel, Customer Service, Nonprofits, Outlook
Education
Roosevelt University 2012 — 2016
MA, Industrial Organizational Psychology
University of Illinois 1982 — 1986
Bachelor of Music
Tania Singh Bari Tania Singh Bari's Morgan Stanley Experience February 2002 - April 2004
Job Senior Vice President at Citi Private Bank
Industry Banking
Experience
Citi September 2015 - Present
JP Morgan Chase September 2009 - August 2015
Highland Capital Management, L.P. August 2008 - April 2009
Credit Suisse April 2004 - March 2008
Morgan Stanley February 2002 - April 2004
Skills
Wealth Management, Fixed Income, Interest Rate..., Securitized Credit, Hedge Funds, FX, Economics, Credit Derivatives, Equities, Public Speaking, Capital Markets, Alternative Investments, Trading, Financial Modeling, Investments
Education
Rutgers Business School 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1997 — 2001
Bachelor's degree, Economics / Psychology
Citi September 2015 - Present
JP Morgan Chase September 2009 - August 2015
Highland Capital Management, L.P. August 2008 - April 2009
Credit Suisse April 2004 - March 2008
Morgan Stanley February 2002 - April 2004
Skills
Wealth Management, Fixed Income, Interest Rate..., Securitized Credit, Hedge Funds, FX, Economics, Credit Derivatives, Equities, Public Speaking, Capital Markets, Alternative Investments, Trading, Financial Modeling, Investments
Education
Rutgers Business School 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1997 — 2001
Bachelor's degree, Economics / Psychology
Cindy Lou C. Cuesta's Morgan Stanley Experience 2007 - 2008
Job Manager, Institutional Giving at Sanctuary for Families
Industry Fund-Raising
Experience
Sanctuary for Families 2014 - Present
Philippine Integrated Martial Arts (PIMA) Academy 2007 - Present
Rutgers School of Law - Newark 2012 - 2014
The Opportunity Agenda 2010 - 2012
Community Access 2008 - 2010
Morgan Stanley 2007 - 2008
Skills
Public Interest, Legal Research, Westlaw, Event Planning, Public Policy, Social Media, Community Outreach, Policy Analysis, Program Development, Nonprofits, Legal Writing, Public Speaking, Fundraising, Editing, Research, PowerPoint, Politics, Grant Writing, Volunteer Management
Education
Rutgers University School of Law - Newark 2010 — 2014
Juris Doctor (J.D.)
University of Pennsylvania 2004 — 2007
Bachelor’s Degree, World History and Political Science
Dr. Ronald E. McNair Academic High School 2000 — 2004
Sanctuary for Families 2014 - Present
Philippine Integrated Martial Arts (PIMA) Academy 2007 - Present
Rutgers School of Law - Newark 2012 - 2014
The Opportunity Agenda 2010 - 2012
Community Access 2008 - 2010
Morgan Stanley 2007 - 2008
Skills
Public Interest, Legal Research, Westlaw, Event Planning, Public Policy, Social Media, Community Outreach, Policy Analysis, Program Development, Nonprofits, Legal Writing, Public Speaking, Fundraising, Editing, Research, PowerPoint, Politics, Grant Writing, Volunteer Management
Education
Rutgers University School of Law - Newark 2010 — 2014
Juris Doctor (J.D.)
University of Pennsylvania 2004 — 2007
Bachelor’s Degree, World History and Political Science
Dr. Ronald E. McNair Academic High School 2000 — 2004
Ellen M. Steinlauf's Morgan Stanley Experience March 1980 - January 1986
Job Chief Executive Officer at breakoutrevenue
Industry Management Consulting
Experience
breakoutrevenue - Data-driven Demand Generation January 2015 - Present
Piermont Advisors January 2005 - Present
Capstar eLearning Solutions February 2001 - December 2004
Deutsche Bank February 1995 - November 1998
Accenture December 1991 - February 1995
Goldman Sachs March 1986 - November 1991
Morgan Stanley March 1980 - January 1986
Skills
Mergers & Acquisitions, Private Equity, Mergers, Strategy, Business Strategy, Strategic Planning, Start-ups, Business Planning, Management, Business Development, Management Consulting, Portfolio Management, Financial Services, Organizational..., Coaching, Venture Capital, Succession Planning, Executive Management, Professional Services, Due Diligence, Investment Banking, Valuation, Business Transformation, Governance, Banking, Capital Markets, Corporate Development, Go-to-market Strategy, Entrepreneurship, Human Capital Management, Executive Search, New Business Development, Strategy Development, Strategic Partnerships, Sales, Restructuring, Acquisition Integration, Consulting, Strategic Consulting, Lead Generation, Marketing Strategy
Education
Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BS, BA, Pre-Medical
University of Connecticut
Pre-Medical
breakoutrevenue - Data-driven Demand Generation January 2015 - Present
Piermont Advisors January 2005 - Present
Capstar eLearning Solutions February 2001 - December 2004
Deutsche Bank February 1995 - November 1998
Accenture December 1991 - February 1995
Goldman Sachs March 1986 - November 1991
Morgan Stanley March 1980 - January 1986
Skills
Mergers & Acquisitions, Private Equity, Mergers, Strategy, Business Strategy, Strategic Planning, Start-ups, Business Planning, Management, Business Development, Management Consulting, Portfolio Management, Financial Services, Organizational..., Coaching, Venture Capital, Succession Planning, Executive Management, Professional Services, Due Diligence, Investment Banking, Valuation, Business Transformation, Governance, Banking, Capital Markets, Corporate Development, Go-to-market Strategy, Entrepreneurship, Human Capital Management, Executive Search, New Business Development, Strategy Development, Strategic Partnerships, Sales, Restructuring, Acquisition Integration, Consulting, Strategic Consulting, Lead Generation, Marketing Strategy
Education
Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BS, BA, Pre-Medical
University of Connecticut
Pre-Medical
Douglas E. Cano's Morgan Stanley Experience October 2006 - July 2011
Job Private Bank Sales Analyst/Business Manager
Industry Financial Services
Experience
Morgan Stanley October 2006 - July 2011
UBS March 2000 - October 2006
Skills
Bloomberg, Equities, Fixed Income, Equity Research, Hedge Funds, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Bloomberg Terminal, Investments, Corporate Finance, Asset Allocation, Mutual Funds, Private Equity, Financial Analysis, Bonds, Financial Services, Wealth Management, Financial Reporting, Finance, Trading Systems, Google Analytics, Banking, Event Management, Rumba, EPSI, Microsoft SQL Server
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Finance, Finance and Financial Management Services
Morgan Stanley October 2006 - July 2011
UBS March 2000 - October 2006
Skills
Bloomberg, Equities, Fixed Income, Equity Research, Hedge Funds, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Bloomberg Terminal, Investments, Corporate Finance, Asset Allocation, Mutual Funds, Private Equity, Financial Analysis, Bonds, Financial Services, Wealth Management, Financial Reporting, Finance, Trading Systems, Google Analytics, Banking, Event Management, Rumba, EPSI, Microsoft SQL Server
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Finance, Finance and Financial Management Services
Mariola Tillman Mariola Tillman's Morgan Stanley Experience 2008 - 2009
Job Strategic Communications Professional
Industry
Experience
Bloomberg LP July 2014 - October 2014
Bloomberg Law 2010 - 2013
Morgan Stanley 2008 - 2009
UBS 2008 - 2008
American Cancer Society 1998 - 2007
Skills
Research, Microsoft Office, Editing, Team Leadership, Social Networking, Customer Service, Event Management, PowerPoint, Marketing, Outlook, Nonprofits, Sales, Event Planning, Microsoft Excel, Microsoft Word, Public Relations, Blogging, English, Windows, Basic HTML, Adobe Creative Cloud, Bloomberg Terminal, Microsoft Office Suite
Education
The New School 2012 — 2015
Master's Degree, Media Studies
Rust College
Bachelor’s Degree, Political Science and Government
Bloomberg LP July 2014 - October 2014
Bloomberg Law 2010 - 2013
Morgan Stanley 2008 - 2009
UBS 2008 - 2008
American Cancer Society 1998 - 2007
Skills
Research, Microsoft Office, Editing, Team Leadership, Social Networking, Customer Service, Event Management, PowerPoint, Marketing, Outlook, Nonprofits, Sales, Event Planning, Microsoft Excel, Microsoft Word, Public Relations, Blogging, English, Windows, Basic HTML, Adobe Creative Cloud, Bloomberg Terminal, Microsoft Office Suite
Education
The New School 2012 — 2015
Master's Degree, Media Studies
Rust College
Bachelor’s Degree, Political Science and Government
Brian Fung's Morgan Stanley Experience January 2014 - Present
Job Treasury Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
International Fund Services (NA) LLC, A State Street Company July 2011 - January 2014
Kraft Foods Group March 2011 - July 2011
The Late Show with David Letterman August 2009 - December 2009
New York Post June 2009 - August 2009
AQR Capital Management June 2007 - August 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Science (B.S.), Finance
Morgan Stanley January 2014 - Present
International Fund Services (NA) LLC, A State Street Company July 2011 - January 2014
Kraft Foods Group March 2011 - July 2011
The Late Show with David Letterman August 2009 - December 2009
New York Post June 2009 - August 2009
AQR Capital Management June 2007 - August 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Science (B.S.), Finance
Vincent Tassone's Morgan Stanley Experience January 2015 - May 2015
Job Vincent Tassone
Industry Financial Services
Experience
First Trust July 2015 - Present
First Trust June 2015 - Present
Morgan Stanley January 2015 - May 2015
Lincoln Financial Advisors August 2014 - December 2014
Skills
Communication, Cooperative, Customer Service, Microsoft Word, Creativity, Leadership, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Bachelor of Science (B.S.) 3.925 GPA, Finance, General, Senior
Gloucester County College 2012 — 2013
Associate of Science (A.S.), Business Administration
First Trust July 2015 - Present
First Trust June 2015 - Present
Morgan Stanley January 2015 - May 2015
Lincoln Financial Advisors August 2014 - December 2014
Skills
Communication, Cooperative, Customer Service, Microsoft Word, Creativity, Leadership, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Bachelor of Science (B.S.) 3.925 GPA, Finance, General, Senior
Gloucester County College 2012 — 2013
Associate of Science (A.S.), Business Administration
David Allegretto David Allegretto's Morgan Stanley Experience January 1996 - November 2004
Job Financial Advisor at Fortress Financial, LLC
Industry Financial Services
Experience
Fortress Finanical, LLC August 2014 - Present
Mass Mutual Financial Group November 2004 - August 2014
Morgan Stanley January 1996 - November 2004
Skills
401(k) Rollovers, Asset Allocation, Investments, Business Owner Planning, Business Succession..., Insurance, Investment Planning, Investment Strategies, Retirement Planning
Education
Rowan University 1988 — 1990
BS, Business-Accounting
Richard Stockton College of New Jersey 1985 — 1988
Accounting and Finance
Ocean City High School 1981 — 1985
College/University Preparatory and Advanced High School/Secondary Diploma Program
Fortress Finanical, LLC August 2014 - Present
Mass Mutual Financial Group November 2004 - August 2014
Morgan Stanley January 1996 - November 2004
Skills
401(k) Rollovers, Asset Allocation, Investments, Business Owner Planning, Business Succession..., Insurance, Investment Planning, Investment Strategies, Retirement Planning
Education
Rowan University 1988 — 1990
BS, Business-Accounting
Richard Stockton College of New Jersey 1985 — 1988
Accounting and Finance
Ocean City High School 1981 — 1985
College/University Preparatory and Advanced High School/Secondary Diploma Program
James Beswick's Morgan Stanley Experience October 1999 - April 2005
Job Global eCommerce Product Manager
Industry Information Technology and Services
Experience
Rackspace July 2014 - Present
LB&M November 2012 - June 2014
415 Systems April 2008 - November 2012
Cafe Culture (dba Drink) April 2005 - April 2008
Morgan Stanley October 1999 - April 2005
J.P. Morgan June 1999 - October 1999
Skills
Product Management, Project Management, Management, Consulting, Strategy, Leadership, Agile Methodologies, Business Strategy, Business Development, Cloud Computing, SharePoint, Web Development, SDLC, Mobile Applications, JIRA, CMS, Start-ups, E-commerce
Education
Royal Holloway, University of London 1996 — 1999
Bachelor's Degree, Business, First Class Honors
St Dunstan's College 1989 — 1996
A-levels, English, History, Latin
Rackspace July 2014 - Present
LB&M November 2012 - June 2014
415 Systems April 2008 - November 2012
Cafe Culture (dba Drink) April 2005 - April 2008
Morgan Stanley October 1999 - April 2005
J.P. Morgan June 1999 - October 1999
Skills
Product Management, Project Management, Management, Consulting, Strategy, Leadership, Agile Methodologies, Business Strategy, Business Development, Cloud Computing, SharePoint, Web Development, SDLC, Mobile Applications, JIRA, CMS, Start-ups, E-commerce
Education
Royal Holloway, University of London 1996 — 1999
Bachelor's Degree, Business, First Class Honors
St Dunstan's College 1989 — 1996
A-levels, English, History, Latin
Jonathan Ryder Jonathan Ryder's Morgan Stanley Experience October 2012 - Present
Job Bank of America Merrill Lynch: Assistant Vice President, STANY
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
STANY November 2013 - Present
Morgan Stanley October 2012 - Present
Wells Fargo Advisors Financial Network January 2012 - April 2012
UBS June 2011 - September 2011
Skills
Microsoft Office, Valuation, Wealth Management, Bonds, Securities, Derivative Operations, Hedge Funds, Finance, Financial Services, Bloomberg, Derivatives, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management
Education
Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Bank of America Merrill Lynch November 2014 - Present
STANY November 2013 - Present
Morgan Stanley October 2012 - Present
Wells Fargo Advisors Financial Network January 2012 - April 2012
UBS June 2011 - September 2011
Skills
Microsoft Office, Valuation, Wealth Management, Bonds, Securities, Derivative Operations, Hedge Funds, Finance, Financial Services, Bloomberg, Derivatives, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management
Education
Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Michelle DeLucia Michelle DeLucia's Morgan Stanley Experience July 2008 - March 2011
Job Human Resources Manager at Johnstone Supply NJ
Industry Wholesale
Experience
Johnstone Supply NJ June 2013 - Present
FAMILYConnections, Inc. June 2012 - June 2013
Morgan Stanley July 2008 - March 2011
Sun Chemical August 2007 - July 2008
Cambrex March 2002 - August 2007
Hess Corporation September 1996 - March 2002
Skills
HRIS, Onboarding, Talent Management, Employee Relations, Benefits Administration, Employee Benefits, Human Resources, Process Improvement, Talent Acquisition, Employee Engagement, Workforce Planning, PeopleSoft, Executive Pay, Succession Planning, Performance Management, Deferred Compensation, Applicant Tracking..., Labor Relations, HR Policies, College Recruiting, New Hire Orientations, Personnel Management, FMLA
Education
Villanova University 2010 — 2014
Master of Science (M.S.), Human Resources Development
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Labor and Industrial Relations
Johnstone Supply NJ June 2013 - Present
FAMILYConnections, Inc. June 2012 - June 2013
Morgan Stanley July 2008 - March 2011
Sun Chemical August 2007 - July 2008
Cambrex March 2002 - August 2007
Hess Corporation September 1996 - March 2002
Skills
HRIS, Onboarding, Talent Management, Employee Relations, Benefits Administration, Employee Benefits, Human Resources, Process Improvement, Talent Acquisition, Employee Engagement, Workforce Planning, PeopleSoft, Executive Pay, Succession Planning, Performance Management, Deferred Compensation, Applicant Tracking..., Labor Relations, HR Policies, College Recruiting, New Hire Orientations, Personnel Management, FMLA
Education
Villanova University 2010 — 2014
Master of Science (M.S.), Human Resources Development
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Labor and Industrial Relations
Francesca Sanzone Francesca Sanzone's Morgan Stanley Experience February 2004 - October 2006
Job Vice President, Prime Brokerage at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2006 - Present
Morgan Stanley February 2004 - October 2006
Citi July 2001 - February 2004
Salomon Brothers 2000 - May 2001
Skills
Financial Analysis, Fixed Income, Investment Banking, Management, Prime Brokerage, Equities, Derivatives, Financial Services, Finance, Risk Management, Customer Service, Hedge Funds, Project Management, Corporate Finance, Series 7, Alternative Investments, Portfolio Management
Education
Rutgers Business School 1999 — 2001
Bachelor of Science (B.S.), Finance and Management
Rutgers University-New Brunswick 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Credit Suisse October 2006 - Present
Morgan Stanley February 2004 - October 2006
Citi July 2001 - February 2004
Salomon Brothers 2000 - May 2001
Skills
Financial Analysis, Fixed Income, Investment Banking, Management, Prime Brokerage, Equities, Derivatives, Financial Services, Finance, Risk Management, Customer Service, Hedge Funds, Project Management, Corporate Finance, Series 7, Alternative Investments, Portfolio Management
Education
Rutgers Business School 1999 — 2001
Bachelor of Science (B.S.), Finance and Management
Rutgers University-New Brunswick 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Fumi Mitchell, MBA's Morgan Stanley Experience December 2007 - January 2009
Job Emmy Sponsorship Sales Consultant at National Academy of Television Arts & Sciences, Chicago/Midwest
Industry Management Consulting
Experience
National Academy of Television Arts & Sciences, Chicago/Midwest July 2015 - Present
Independent Consultant, Sponsorships & Cause Marketing February 2012 - Present
American College of Chest Physicians September 2011 - December 2012
National Black MBA Association February 2009 - August 2011
Morgan Stanley December 2007 - January 2009
Northeastern Illinois University September 2005 - December 2007
SBP Holdings June 2007 - October 2007
Paramount Homes August 2006 - June 2007
E.R. Moore February 1997 - September 2002
Skills
Event Marketing, Sponsorship Development, Strategic Partnership..., Management Consulting, Experiential Marketing, Cause Marketing, Corporate Sponsorships, Brand Partnerships, Engagement Marketing, Relationship Marketing, Sales Management, Team Management, Sponsorship, Event Planning, Partnerships, Event Marketing Strategy, Strategy, Management, Marketing, Event Management, Program Management, New Business Development, Proposal Writing, Strategic Partnerships, Business Development, Account Management, Leadership, Budgets, Fundraising, Entrepreneurship, Business Strategy, Nonprofits, Public Relations, Strategic Planning, Contract Negotiation, Lead Generation, Executive Management, Social Media Marketing, Consulting, Direct Marketing, Product Management, Training, Competitive Analysis, Organizational..., Market Research, Process Improvement, Project Planning, Press Releases, Leadership Development, Product Development
Education
University of Illinois at Chicago 2006 — 2007
Engineering Law & Management Certification
Roosevelt University 2002 — 2004
M.B.A.
Whitney M. Young H.S. 1987 — 1991
National Academy of Television Arts & Sciences, Chicago/Midwest July 2015 - Present
Independent Consultant, Sponsorships & Cause Marketing February 2012 - Present
American College of Chest Physicians September 2011 - December 2012
National Black MBA Association February 2009 - August 2011
Morgan Stanley December 2007 - January 2009
Northeastern Illinois University September 2005 - December 2007
SBP Holdings June 2007 - October 2007
Paramount Homes August 2006 - June 2007
E.R. Moore February 1997 - September 2002
Skills
Event Marketing, Sponsorship Development, Strategic Partnership..., Management Consulting, Experiential Marketing, Cause Marketing, Corporate Sponsorships, Brand Partnerships, Engagement Marketing, Relationship Marketing, Sales Management, Team Management, Sponsorship, Event Planning, Partnerships, Event Marketing Strategy, Strategy, Management, Marketing, Event Management, Program Management, New Business Development, Proposal Writing, Strategic Partnerships, Business Development, Account Management, Leadership, Budgets, Fundraising, Entrepreneurship, Business Strategy, Nonprofits, Public Relations, Strategic Planning, Contract Negotiation, Lead Generation, Executive Management, Social Media Marketing, Consulting, Direct Marketing, Product Management, Training, Competitive Analysis, Organizational..., Market Research, Process Improvement, Project Planning, Press Releases, Leadership Development, Product Development
Education
University of Illinois at Chicago 2006 — 2007
Engineering Law & Management Certification
Roosevelt University 2002 — 2004
M.B.A.
Whitney M. Young H.S. 1987 — 1991
Kevin Ench Kevin Ench's Morgan Stanley Experience August 2008 - Present
Job QA Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Skills
Customer Service, Analysis, Finance, Financial Analysis, Mutual Funds
Education
Rowan University
Bachelor's degree, Economics
Morgan Stanley August 2008 - Present
Skills
Customer Service, Analysis, Finance, Financial Analysis, Mutual Funds
Education
Rowan University
Bachelor's degree, Economics
Saira Chavez Saira Chavez's Morgan Stanley Experience May 2013 - June 2013
Job Senior Teacher Assistant at Rutgers Business School
Industry International Affairs
Experience
Rutgers Business School May 2015 - Present
Enterprise Rent-A-Car May 2015 - August 2015
Rutgers Business School June 2014 - May 2015
Kumon May 2011 - June 2014
Eric B. Chandler Health Center October 2012 - May 2014
Morgan Stanley May 2013 - June 2013
Recalde &Son's Express July 2012 - August 2012
Skills
Organization, Time Management, Languages, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Customer Service, Strategy, Research, Social Networking, Budgets, Leadership, Public Speaking, Spanish, Teamwork, Event Planning, Social Media, Teaching
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor of Science (B.S.), Management and Global Affairs, First Year
Rutgers Business School May 2015 - Present
Enterprise Rent-A-Car May 2015 - August 2015
Rutgers Business School June 2014 - May 2015
Kumon May 2011 - June 2014
Eric B. Chandler Health Center October 2012 - May 2014
Morgan Stanley May 2013 - June 2013
Recalde &Son's Express July 2012 - August 2012
Skills
Organization, Time Management, Languages, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Customer Service, Strategy, Research, Social Networking, Budgets, Leadership, Public Speaking, Spanish, Teamwork, Event Planning, Social Media, Teaching
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor of Science (B.S.), Management and Global Affairs, First Year
Anthony Elterman Anthony Elterman's Morgan Stanley Experience 2008 - 2011
Job Investment Banking Associate at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank 2015 - Present
Citi June 2014 - August 2014
Credit Suisse 2011 - 2013
Morgan Stanley 2008 - 2011
Deloitte 2007 - 2008
Skills
Equities, Fixed Income, Derivatives, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Banking, Hedge Funds, Finance, Corporate Finance, Valuation
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelors of Science, Finance
Barclays Investment Bank 2015 - Present
Citi June 2014 - August 2014
Credit Suisse 2011 - 2013
Morgan Stanley 2008 - 2011
Deloitte 2007 - 2008
Skills
Equities, Fixed Income, Derivatives, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Banking, Hedge Funds, Finance, Corporate Finance, Valuation
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelors of Science, Finance
Debra Ferrante Debra Ferrante's Morgan Stanley Experience May 2010 - August 2010
Job Project Coordinator at Intellisphere Oncology Specialty Group
Industry Public Relations and Communications
Experience
Intellisphere Oncology Specialty Group March 2015 - Present
Hertz August 2014 - March 2015
Hertz February 2014 - August 2014
Hertz July 2013 - February 2014
Hops and Grapes August 2012 - July 2013
Thomas Jefferson University Hospitals June 2011 - August 2012
Morgan Stanley May 2010 - August 2010
Skills
Accounts Payable, Microsoft Word, Sales, Microsoft Excel, Customer Service, Corporate Communications, Marketing Communications, Public Speaking, Social Networking, Leadership, Research
Education
Rowan University 2009 — 2013
"Bachelor of Arts", Mass Communication/Media Studies
Intellisphere Oncology Specialty Group March 2015 - Present
Hertz August 2014 - March 2015
Hertz February 2014 - August 2014
Hertz July 2013 - February 2014
Hops and Grapes August 2012 - July 2013
Thomas Jefferson University Hospitals June 2011 - August 2012
Morgan Stanley May 2010 - August 2010
Skills
Accounts Payable, Microsoft Word, Sales, Microsoft Excel, Customer Service, Corporate Communications, Marketing Communications, Public Speaking, Social Networking, Leadership, Research
Education
Rowan University 2009 — 2013
"Bachelor of Arts", Mass Communication/Media Studies
Ross Wagner Ross Wagner's Morgan Stanley Experience May 2012 - August 2012
Job Intern at Office of the Public Defender, NJ
Industry Legal Services
Experience
Office of the Public Defender, NJ May 2015 - Present
Berger & Montague, PC June 2013 - August 2014
Morgan Stanley May 2012 - August 2012
Berger & Montague, PC July 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Team Leadership, Research, Access, Facebook, Analysis
Education
Rutgers University School of Law - Camden 2014 — 2017
University of Maryland College Park 2009 — 2013
Bachelor's degree, Accounting
Universitat Autònoma de Barcelona 2012 — 2012
Office of the Public Defender, NJ May 2015 - Present
Berger & Montague, PC June 2013 - August 2014
Morgan Stanley May 2012 - August 2012
Berger & Montague, PC July 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Team Leadership, Research, Access, Facebook, Analysis
Education
Rutgers University School of Law - Camden 2014 — 2017
University of Maryland College Park 2009 — 2013
Bachelor's degree, Accounting
Universitat Autònoma de Barcelona 2012 — 2012
Will Mangan Will Mangan's Morgan Stanley Experience February 2013 - December 2013
Job Equity Trader at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank December 2013 - Present
Morgan Stanley February 2013 - December 2013
Moore Capital Management September 2012 - February 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S, Finance, General
UBS Investment Bank December 2013 - Present
Morgan Stanley February 2013 - December 2013
Moore Capital Management September 2012 - February 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S, Finance, General
Daniel Gonzalez Daniel Gonzalez's Morgan Stanley Experience May 2008 - August 2008
Job Senior Associate FP&A / Corporate Development at TravelClick
Industry Management Consulting
Experience
TravelClick May 2015 - Present
KPMG May 2013 - May 2015
KPMG October 2010 - May 2013
Johnson & Johnson October 2008 - May 2009
Morgan Stanley May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Risk Management, Forecasting, Management, Accounting, Auditing, Due Diligence, Corporate Finance, Financial Reporting, Financial Statements, Competitive Analysis, Analysis, Visio, Process Improvement, Accounts Payable, Project Planning, Training, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, Microsoft Excel, PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2010
Master of Business Administration (MBA), Finance & Accounting
Rutgers University, New Brunswick 2005 — 2009
B.S., Major: Finance, Minor: Psychology
TravelClick May 2015 - Present
KPMG May 2013 - May 2015
KPMG October 2010 - May 2013
Johnson & Johnson October 2008 - May 2009
Morgan Stanley May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Risk Management, Forecasting, Management, Accounting, Auditing, Due Diligence, Corporate Finance, Financial Reporting, Financial Statements, Competitive Analysis, Analysis, Visio, Process Improvement, Accounts Payable, Project Planning, Training, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, Microsoft Excel, PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2010
Master of Business Administration (MBA), Finance & Accounting
Rutgers University, New Brunswick 2005 — 2009
B.S., Major: Finance, Minor: Psychology
Rod Honecker Rod Honecker's Morgan Stanley Experience 1985 - 1990
Job Partner at Windels Marx Lane & Mittendorf, LLP
Industry Law Practice
Experience
Windels Marx Lane & Mittendorf, LLP June 2014 - Present
Windels Marx Lane & Mittendorf, LLP June 2000 - June 2014
Lane & Mittendorf 1992 - 2000
Morgan Stanley 1985 - 1990
Skills
Litigation, Commercial Litigation, Corporate Law, Civil Litigation, Legal Writing, Real Estate, Arbitration, Legal Research, Commercial Real Estate, Appeals, Real Estate Development, Insurance
Education
Rutgers University School of Law - Newark 1990 — 1993
JD
Rutgers University-New Brunswick 1982 — 1985
BA, History
Windels Marx Lane & Mittendorf, LLP June 2014 - Present
Windels Marx Lane & Mittendorf, LLP June 2000 - June 2014
Lane & Mittendorf 1992 - 2000
Morgan Stanley 1985 - 1990
Skills
Litigation, Commercial Litigation, Corporate Law, Civil Litigation, Legal Writing, Real Estate, Arbitration, Legal Research, Commercial Real Estate, Appeals, Real Estate Development, Insurance
Education
Rutgers University School of Law - Newark 1990 — 1993
JD
Rutgers University-New Brunswick 1982 — 1985
BA, History
William McDowell's Morgan Stanley Experience 2012 - 2012
Job Consultant at Capco
Industry Financial Services
Experience
Capco 2013 - Present
Morgan Stanley 2012 - 2012
Deutsche Bank 2010 - 2011
Berlitz 2009 - 2010
Daewoo Elementary School 2008 - 2009
Prudential Financial 2007 - 2008
Booz Allen Hamilton 2006 - 2006
Skills
Access, Investments, Competitive Analysis, PowerPoint, Microsoft Office, Analysis, Spanish, Excel, Word, French, Databases, Outlook, SharePoint, HTML, Testing, SQL, Supervisory Skills, Banking, Customer Service, Problem Solving, English, Asset Management, Lotus Notes, Visio, Issue Identification, Procedure Development, FTP, HP Quality Center, HP Quick Test..., MS Project, Quicken, Korean, UAT, International Project..., Content Management, Financial Analysis, Online Marketing, Building Relationships, Teamwork, Project Planning, Pivot Tables, Collaboration, iGrafx, JIRA, Business Requirements, Requirements Gathering, Project Management, Project Delivery, Microsoft Project, Scopes
Education
Saint Mary's University College 2010 — 2012
M.B.A., International Business, 3.416
Rutgers Business School 2001 — 2007
B.S., B.A., Marketing, History, 3.515
Capco 2013 - Present
Morgan Stanley 2012 - 2012
Deutsche Bank 2010 - 2011
Berlitz 2009 - 2010
Daewoo Elementary School 2008 - 2009
Prudential Financial 2007 - 2008
Booz Allen Hamilton 2006 - 2006
Skills
Access, Investments, Competitive Analysis, PowerPoint, Microsoft Office, Analysis, Spanish, Excel, Word, French, Databases, Outlook, SharePoint, HTML, Testing, SQL, Supervisory Skills, Banking, Customer Service, Problem Solving, English, Asset Management, Lotus Notes, Visio, Issue Identification, Procedure Development, FTP, HP Quality Center, HP Quick Test..., MS Project, Quicken, Korean, UAT, International Project..., Content Management, Financial Analysis, Online Marketing, Building Relationships, Teamwork, Project Planning, Pivot Tables, Collaboration, iGrafx, JIRA, Business Requirements, Requirements Gathering, Project Management, Project Delivery, Microsoft Project, Scopes
Education
Saint Mary's University College 2010 — 2012
M.B.A., International Business, 3.416
Rutgers Business School 2001 — 2007
B.S., B.A., Marketing, History, 3.515
Gretchen Gayeski (Barrick), PMP Gretchen Gayeski (Barrick), PMP's Morgan Stanley Experience June 2012 - Present
Job Fixed Income and Commodities E Trading Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch October 2009 - July 2010
Merrill Lynch August 2008 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Financial Services, Risk Management, Derivatives, Equities, Back Office, Analytics, Securities, Fixed Income, Middle Office, Asset Managment
Education
Rutgers Business School 2008 — 2011
MBA, Supply Chain Management
Rutgers University 2001 — 2005
B.A., Economics; Financial Economics
Morgan Stanley June 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch October 2009 - July 2010
Merrill Lynch August 2008 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Financial Services, Risk Management, Derivatives, Equities, Back Office, Analytics, Securities, Fixed Income, Middle Office, Asset Managment
Education
Rutgers Business School 2008 — 2011
MBA, Supply Chain Management
Rutgers University 2001 — 2005
B.A., Economics; Financial Economics
Andrew Sherman Andrew Sherman's Morgan Stanley Experience September 2015 - Present
Job Contracts Analyst at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley September 2015 - Present
Global Athlete Management Enterprises, Inc. (GAME, Inc.) January 2014 - April 2015
Monmouth County Superior Court December 2014 - February 2015
Wasserman Media Group June 2014 - August 2014
Leverage Agency January 2014 - May 2014
Monmouth County Superior Court September 2013 - May 2014
Stark & Stark May 2013 - August 2013
Law Offices of Ronald H. Roth May 2010 - August 2012
Skills
Family Law, Research, Microsoft Word, PowerPoint, Legal Writing, Microsoft Excel, Microsoft Office, Analysis, Legal Research, Social Media, Casual Wear, Public Speaking, Contract Negotiation, Editing, Outlook, Nonprofits, Event Planning, Facebook, Social Networking, Spanish, Negotiation, Event Management, Social Media Marketing
Education
Rutgers University School of Law - Newark 2013 — 2015
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2008 — 2012
Bachelor's Degree, Sport Management
Morgan Stanley September 2015 - Present
Global Athlete Management Enterprises, Inc. (GAME, Inc.) January 2014 - April 2015
Monmouth County Superior Court December 2014 - February 2015
Wasserman Media Group June 2014 - August 2014
Leverage Agency January 2014 - May 2014
Monmouth County Superior Court September 2013 - May 2014
Stark & Stark May 2013 - August 2013
Law Offices of Ronald H. Roth May 2010 - August 2012
Skills
Family Law, Research, Microsoft Word, PowerPoint, Legal Writing, Microsoft Excel, Microsoft Office, Analysis, Legal Research, Social Media, Casual Wear, Public Speaking, Contract Negotiation, Editing, Outlook, Nonprofits, Event Planning, Facebook, Social Networking, Spanish, Negotiation, Event Management, Social Media Marketing
Education
Rutgers University School of Law - Newark 2013 — 2015
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2008 — 2012
Bachelor's Degree, Sport Management
Fred Redmond III Fred Redmond III's Morgan Stanley Experience January 2014 - March 2015
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO March 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley June 2013 - January 2014
Morgan Stanley June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Finance, Social Media, Leadership, Social Networking, Financial Planning, Management
Education
Rowan University 2009 — 2013
Bachelor of Science (BS), Finance, General
Rowan University 2009 — 2013
Bachelor's degree, Finance, General
PIMCO March 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley June 2013 - January 2014
Morgan Stanley June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Finance, Social Media, Leadership, Social Networking, Financial Planning, Management
Education
Rowan University 2009 — 2013
Bachelor of Science (BS), Finance, General
Rowan University 2009 — 2013
Bachelor's degree, Finance, General
Laura (Ryba) Weigle's Morgan Stanley Experience June 2002 - December 2002
Job Vice President, Project Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation June 2014 - July 2015
Northern Trust Corporation May 2007 - June 2014
Northern Trust Corporation July 2005 - May 2007
Northern Trust Corporation August 2003 - July 2005
Northern Trust Corporation May 2003 - August 2003
Morgan Stanley June 2002 - December 2002
UBS February 2002 - June 2002
Illinois Bone & Joint Institute September 1999 - February 2002
Skills
Project Management, Risk Management, Leadership, Organization Skills, Follow-through Skills, Process Improvement, Project Planning, Project Delivery, Strategy, Strategic Planning, Project Coordination, Project Implementation, Process Management, Financial Operations, Consulting, Outsourcing, Migration Management, Process Migration, Process Optimization, Operational Streamlining, Business Process..., Operational Risk..., Reporting & Analysis, Documentation, Regulatory Submissions, Regulatory Requirements, Resolution Planning, Dodd-Frank, Operational Risk, Mentoring, Staff Retention, Banking, Financial Services, Administration, Administrative..., Microsoft Word, Microsoft Excel, Microsoft Project, PowerPoint, SharePoint, Outlook, WebEx, Social Media, Social Media Marketing, Landlords, Rental Homes, Time Management, Skilled Multi-tasker, Following Up, Finance
Education
Roosevelt University 1999 — 2003
Bachelor of Science (B.S.), Finance
Palatine High School 1995 — 1999
High School
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation June 2014 - July 2015
Northern Trust Corporation May 2007 - June 2014
Northern Trust Corporation July 2005 - May 2007
Northern Trust Corporation August 2003 - July 2005
Northern Trust Corporation May 2003 - August 2003
Morgan Stanley June 2002 - December 2002
UBS February 2002 - June 2002
Illinois Bone & Joint Institute September 1999 - February 2002
Skills
Project Management, Risk Management, Leadership, Organization Skills, Follow-through Skills, Process Improvement, Project Planning, Project Delivery, Strategy, Strategic Planning, Project Coordination, Project Implementation, Process Management, Financial Operations, Consulting, Outsourcing, Migration Management, Process Migration, Process Optimization, Operational Streamlining, Business Process..., Operational Risk..., Reporting & Analysis, Documentation, Regulatory Submissions, Regulatory Requirements, Resolution Planning, Dodd-Frank, Operational Risk, Mentoring, Staff Retention, Banking, Financial Services, Administration, Administrative..., Microsoft Word, Microsoft Excel, Microsoft Project, PowerPoint, SharePoint, Outlook, WebEx, Social Media, Social Media Marketing, Landlords, Rental Homes, Time Management, Skilled Multi-tasker, Following Up, Finance
Education
Roosevelt University 1999 — 2003
Bachelor of Science (B.S.), Finance
Palatine High School 1995 — 1999
High School
Michael de Weger Michael de Weger's Morgan Stanley Experience December 1995 - July 2014
Job Treasury Data Operations Manager at GE Capital
Industry Financial Services
Experience
GE Capital November 2014 - Present
Morgan Stanley December 1995 - July 2014
Credit Suisse First Boston September 1988 - December 1995
Reuters March 1985 - September 1988
Skills
Prime Brokerage, Equities, Securities, Risk Management, Fixed Income, Vendor Management, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Middle Office, Trading Systems, Series 7, Investment Banking, Swaps, Program Management, Financial Services, Trading, Wealth Management, Bonds, Operational Risk, Securities Lending, Back Office, Operational Risk..., Business Development, Business Process, Financial Analysis, Executive Management, Project Management, FX Options, Interest Rate...
Education
Roosevelt University 1983 — 1985
Bachelor of Business Administration (B.B.A.), Finance
University of Illinois at Urbana-Champaign 1979 — 1983
Electrical Engineering
GE Capital November 2014 - Present
Morgan Stanley December 1995 - July 2014
Credit Suisse First Boston September 1988 - December 1995
Reuters March 1985 - September 1988
Skills
Prime Brokerage, Equities, Securities, Risk Management, Fixed Income, Vendor Management, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Middle Office, Trading Systems, Series 7, Investment Banking, Swaps, Program Management, Financial Services, Trading, Wealth Management, Bonds, Operational Risk, Securities Lending, Back Office, Operational Risk..., Business Development, Business Process, Financial Analysis, Executive Management, Project Management, FX Options, Interest Rate...
Education
Roosevelt University 1983 — 1985
Bachelor of Business Administration (B.B.A.), Finance
University of Illinois at Urbana-Champaign 1979 — 1983
Electrical Engineering
Linda M. Wagner, PMP's Morgan Stanley Experience March 2003 - December 2003
Job President at WagnerGroup
Industry Financial Services
Experience
TD Bank June 2013 - December 2014
Bank of America May 2010 - June 2011
RKV Technologies (formerly Tier Technologies) July 2007 - January 2010
NEC Laboratories 2005 - 2007
J.P. Morgan Chase/Bank One February 2003 - January 2004
Morgan Stanley March 2003 - December 2003
Bristol Myers-Squibb June 2002 - August 2002
Merrill Lynch October 1995 - February 2002
The Wall Street Journal June 1993 - October 1995
Skills
SDLC, Leadership Development, MS Project, Change Management, Software Project..., Project Management, Thought Leadership, PMP, PMO, Process Improvement, Management, Requirements Analysis, Coaching, Program Management
Education
International Institute for Learning 2001 — 2002
PMP, Project Management
Software Engineering Institute at Carnegie Mellon University 1999 — 2000
Authorized, Software Process Improvement
Rowan University
BA, Communications:Journalism
TD Bank June 2013 - December 2014
Bank of America May 2010 - June 2011
RKV Technologies (formerly Tier Technologies) July 2007 - January 2010
NEC Laboratories 2005 - 2007
J.P. Morgan Chase/Bank One February 2003 - January 2004
Morgan Stanley March 2003 - December 2003
Bristol Myers-Squibb June 2002 - August 2002
Merrill Lynch October 1995 - February 2002
The Wall Street Journal June 1993 - October 1995
Skills
SDLC, Leadership Development, MS Project, Change Management, Software Project..., Project Management, Thought Leadership, PMP, PMO, Process Improvement, Management, Requirements Analysis, Coaching, Program Management
Education
International Institute for Learning 2001 — 2002
PMP, Project Management
Software Engineering Institute at Carnegie Mellon University 1999 — 2000
Authorized, Software Process Improvement
Rowan University
BA, Communications:Journalism
Jay Wood's Morgan Stanley Experience August 2006 - August 2011
Job
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
JPMorgan Chase August 2011 - November 2014
Morgan Stanley August 2006 - August 2011
BearingPoint January 2005 - August 2006
Fujitsu Consulting August 2000 - December 2004
KPMG Consulting January 1997 - August 2000
Advanced Solutions July 1996 - January 1997
Matthew Bender February 1989 - July 1996
Skills
Strategy, Program Management, Governance, IT Strategy, Risk Management, Leadership, Financial Services, Management Consulting, Business Process, Management, Strategic Partnerships, Business Development, Financial Risk, Vendor Management, Outsourcing, CRM, Executive Management, Business Analysis, Business Process..., Telecommunications, Enterprise Software, Mergers & Acquisitions
Education
Rutgers University School of Law - Newark 1989 — 1993
JD
Rutgers University-New Brunswick 1984 — 1988
BA
BNY Mellon November 2014 - Present
JPMorgan Chase August 2011 - November 2014
Morgan Stanley August 2006 - August 2011
BearingPoint January 2005 - August 2006
Fujitsu Consulting August 2000 - December 2004
KPMG Consulting January 1997 - August 2000
Advanced Solutions July 1996 - January 1997
Matthew Bender February 1989 - July 1996
Skills
Strategy, Program Management, Governance, IT Strategy, Risk Management, Leadership, Financial Services, Management Consulting, Business Process, Management, Strategic Partnerships, Business Development, Financial Risk, Vendor Management, Outsourcing, CRM, Executive Management, Business Analysis, Business Process..., Telecommunications, Enterprise Software, Mergers & Acquisitions
Education
Rutgers University School of Law - Newark 1989 — 1993
JD
Rutgers University-New Brunswick 1984 — 1988
BA
Andrew Burns's Morgan Stanley Experience January 1994 - April 1996
Job Analyst/Portfolio Manager at Engineered Funds, LLC
Industry Investment Management
Experience
Engineered Funds, LLC November 2000 - Present
ThinkWealth Alpha Fund, LLC November 2000 - Present
UBS Investment Bank June 1999 - November 2000
Oppenheimer & Co. June 1997 - June 1999
Deutsche Bank (Deutsche Bank AG) April 1996 - June 1997
Morgan Stanley January 1994 - April 1996
Citi (Salomon Brothers Inc.) February 1990 - December 1993
Skills
Portfolio Management, Equity Research, Venture Capital, Investment Strategies, Behavioral Finance, Real Estate, Stock Picking, Securities, Fundamental Analysis, Financial Engineering, Mutual Funds, Alternative Investments, Hedge Funds, Value Investing, Equities, Emerging Markets, Fund Of Funds, Private Equity, Capital Markets, Asset Managment, Valuation, Hedging, Portfolio Optimization, Investment Research
Education
Stanford University 2014 — 2018
Master of Science (MS), Mathematical and Computational Finance
University of Pennsylvania - The Wharton School 2002 — 2006
Master of Science (MSc), Management
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Engineered Funds, LLC November 2000 - Present
ThinkWealth Alpha Fund, LLC November 2000 - Present
UBS Investment Bank June 1999 - November 2000
Oppenheimer & Co. June 1997 - June 1999
Deutsche Bank (Deutsche Bank AG) April 1996 - June 1997
Morgan Stanley January 1994 - April 1996
Citi (Salomon Brothers Inc.) February 1990 - December 1993
Skills
Portfolio Management, Equity Research, Venture Capital, Investment Strategies, Behavioral Finance, Real Estate, Stock Picking, Securities, Fundamental Analysis, Financial Engineering, Mutual Funds, Alternative Investments, Hedge Funds, Value Investing, Equities, Emerging Markets, Fund Of Funds, Private Equity, Capital Markets, Asset Managment, Valuation, Hedging, Portfolio Optimization, Investment Research
Education
Stanford University 2014 — 2018
Master of Science (MS), Mathematical and Computational Finance
University of Pennsylvania - The Wharton School 2002 — 2006
Master of Science (MSc), Management
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Roman Novichenok's Morgan Stanley Experience January 2010 - March 2013
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2013 - Present
Morgan Stanley January 2010 - March 2013
Morgan Stanley May 2004 - January 2010
Morgan Stanley May 1998 - May 2004
Roche Pharmaceuticals May 1997 - May 1998
Quest Diagnostics 1995 - 1997
Skills
Sybase, Business Analysis, Java, SDLC, Team Building, Data Warehousing, SQL, Oracle
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
BS
Goldman Sachs March 2013 - Present
Morgan Stanley January 2010 - March 2013
Morgan Stanley May 2004 - January 2010
Morgan Stanley May 1998 - May 2004
Roche Pharmaceuticals May 1997 - May 1998
Quest Diagnostics 1995 - 1997
Skills
Sybase, Business Analysis, Java, SDLC, Team Building, Data Warehousing, SQL, Oracle
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
BS
Will Yap's Morgan Stanley Experience April 2010 - September 2012
Job Assistant Director, Enterprise Risk Management at AIG
Industry Financial Services
Experience
AIG September 2012 - Present
Morgan Stanley April 2010 - September 2012
Morgan Stanley January 2009 - April 2010
Morgan Stanley January 2008 - December 2008
Morgan Stanley June 2005 - December 2007
Morgan Stanley June 1999 - June 2005
Skills
Certified Treasury..., Series 7, Series 63, AAP
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1999
Bachelor of Science (BS), Finance, General
AIG September 2012 - Present
Morgan Stanley April 2010 - September 2012
Morgan Stanley January 2009 - April 2010
Morgan Stanley January 2008 - December 2008
Morgan Stanley June 2005 - December 2007
Morgan Stanley June 1999 - June 2005
Skills
Certified Treasury..., Series 7, Series 63, AAP
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1999
Bachelor of Science (BS), Finance, General
Manali Patel's Morgan Stanley Experience November 2000 - February 2001
Job Assistant Vice President, Global Website Management at ACE Group
Industry Internet
Experience
ACE Group January 2012 - Present
ACE Group November 2010 - January 2012
Logical Design Solutions April 2010 - August 2010
IntraLinks January 2010 - April 2010
American International Group (AIG) February 2001 - December 2009
Morgan Stanley November 2000 - February 2001
Multiple Companies June 1998 - November 2000
The Prudential Insurance Company of America March 1997 - June 1998
Home Life Financial Assurance Corporation July 1996 - March 1997
Skills
Intranet, Content Management, Website Development, Vendor Management, Project Management, Internet, Staff Management, SDL Tridion, CrownPeak, Google Analytics, Coremetrics Analytics, Manage Client..., Program Management, SEO, Translation Process..., Business Process..., Business Analysis, Marketing, Web Analytics, E-commerce, Web Content Management, Requirements Gathering, CRM, Enterprise Content..., E-business, SDLC, Human Resources, Leadership, Management, Online Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1998
BA
Attended Cittone Institute
ACE Group January 2012 - Present
ACE Group November 2010 - January 2012
Logical Design Solutions April 2010 - August 2010
IntraLinks January 2010 - April 2010
American International Group (AIG) February 2001 - December 2009
Morgan Stanley November 2000 - February 2001
Multiple Companies June 1998 - November 2000
The Prudential Insurance Company of America March 1997 - June 1998
Home Life Financial Assurance Corporation July 1996 - March 1997
Skills
Intranet, Content Management, Website Development, Vendor Management, Project Management, Internet, Staff Management, SDL Tridion, CrownPeak, Google Analytics, Coremetrics Analytics, Manage Client..., Program Management, SEO, Translation Process..., Business Process..., Business Analysis, Marketing, Web Analytics, E-commerce, Web Content Management, Requirements Gathering, CRM, Enterprise Content..., E-business, SDLC, Human Resources, Leadership, Management, Online Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1998
BA
Attended Cittone Institute
K.C. Weinraub, MBA, CECP's Morgan Stanley Experience May 2010 - October 2010
Job Global Executive Compensation at Ralph Lauren
Industry Human Resources
Experience
Ralph Lauren April 2012 - Present
IAC October 2011 - April 2012
Credit Suisse October 2010 - October 2011
Morgan Stanley May 2010 - October 2010
Morgan Stanley April 2007 - May 2010
Morgan Stanley June 2005 - April 2007
Skills
Executive Pay, Deferred Compensation, Succession Planning, Compensation & Benefit, Financial Services, Series 7, Employee Benefits, Mutual Funds, Global Compensation, Mergers & Acquisitions, ADP Payroll, Executive Compensation..., Financial Risk, PeopleSoft, Performance Management, HRIS, Stock Compensation, Human Resources
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Fair Lawn High School
Ralph Lauren April 2012 - Present
IAC October 2011 - April 2012
Credit Suisse October 2010 - October 2011
Morgan Stanley May 2010 - October 2010
Morgan Stanley April 2007 - May 2010
Morgan Stanley June 2005 - April 2007
Skills
Executive Pay, Deferred Compensation, Succession Planning, Compensation & Benefit, Financial Services, Series 7, Employee Benefits, Mutual Funds, Global Compensation, Mergers & Acquisitions, ADP Payroll, Executive Compensation..., Financial Risk, PeopleSoft, Performance Management, HRIS, Stock Compensation, Human Resources
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Fair Lawn High School
David Hugus's Morgan Stanley Experience November 1998 - June 2000
Job Partner, Executive Search Consultant at Global Recruiting
Industry Staffing and Recruiting
Experience
Global Recruiting October 2003 - Present
AllianceBernstein June 2000 - October 2003
Morgan Stanley November 1998 - June 2000
Skills
Insurance, Negotiation, Recruiting, Property & Casualty..., Workers Compensation, Management, Marketing, Business Planning, Finance, Employee Benefits, Executive Search, Account Management, Risk Management, Underwriting, Leadership, Commercial Insurance
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
Global Recruiting October 2003 - Present
AllianceBernstein June 2000 - October 2003
Morgan Stanley November 1998 - June 2000
Skills
Insurance, Negotiation, Recruiting, Property & Casualty..., Workers Compensation, Management, Marketing, Business Planning, Finance, Employee Benefits, Executive Search, Account Management, Risk Management, Underwriting, Leadership, Commercial Insurance
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
Kelly McGuirl's Morgan Stanley Experience March 2015 - Present
Job Executive Director at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
Thomas Fertal's Morgan Stanley Experience September 2014 - May 2015
Job Vice President, Data Management at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley September 2014 - May 2015
Morgan Stanley August 2011 - September 2014
Morgan Stanley December 2009 - September 2011
Morgan Stanley October 2007 - December 2009
K. Hovnanian Homes July 2005 - October 2007
K. Hovnanian Homes July 2004 - June 2005
K. Hovnanian Homes September 2001 - June 2004
Environmental Consulting 1997 - 2001
Skills
Internal Controls, IT Audit, Project Management, CISA, Program Management, SharePoint, .NET, Technology Risk, SQL, Computer Security, Self Assessment, SOX 404, Scripting, MBA, Project Remediation, Series 99, Data Management, Operational Risk, CRISC
Education
Rutgers Business School 2000 — 2005
MBA, Information Systems
Rutgers Cook College 1992 — 1996
BS, Environmental Sciences
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley September 2014 - May 2015
Morgan Stanley August 2011 - September 2014
Morgan Stanley December 2009 - September 2011
Morgan Stanley October 2007 - December 2009
K. Hovnanian Homes July 2005 - October 2007
K. Hovnanian Homes July 2004 - June 2005
K. Hovnanian Homes September 2001 - June 2004
Environmental Consulting 1997 - 2001
Skills
Internal Controls, IT Audit, Project Management, CISA, Program Management, SharePoint, .NET, Technology Risk, SQL, Computer Security, Self Assessment, SOX 404, Scripting, MBA, Project Remediation, Series 99, Data Management, Operational Risk, CRISC
Education
Rutgers Business School 2000 — 2005
MBA, Information Systems
Rutgers Cook College 1992 — 1996
BS, Environmental Sciences
Stan Krastev's Morgan Stanley Experience April 2014 - April 2015
Job Risk Management / Basel Implementation at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2015 - Present
Morgan Stanley April 2014 - April 2015
JPMorgan Chase August 2013 - December 2013
BTMU Capital Corporation July 2011 - July 2013
Bank of America July 2009 - July 2011
Bank of America November 2008 - June 2009
Morgan Stanley August 2006 - September 2007
Morgan Stanley Global Wealth Management March 2005 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Financial Analysis, Risk Management, Fixed Income, Financial Reporting, Credit, Forecasting, Cash Flow, Banking, Asset Allocation, Corporate Finance, Credit Analysis, Bloomberg, Credit Risk, Capital Markets, Equities, Finance, Loans, Asset Management, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance / Investments
Rowan University 2001 — 2005
Finance / Investments
Deutsche Bank May 2015 - Present
Morgan Stanley April 2014 - April 2015
JPMorgan Chase August 2013 - December 2013
BTMU Capital Corporation July 2011 - July 2013
Bank of America July 2009 - July 2011
Bank of America November 2008 - June 2009
Morgan Stanley August 2006 - September 2007
Morgan Stanley Global Wealth Management March 2005 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Financial Analysis, Risk Management, Fixed Income, Financial Reporting, Credit, Forecasting, Cash Flow, Banking, Asset Allocation, Corporate Finance, Credit Analysis, Bloomberg, Credit Risk, Capital Markets, Equities, Finance, Loans, Asset Management, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance / Investments
Rowan University 2001 — 2005
Finance / Investments
Patrick O'Toole's Morgan Stanley Experience September 2011 - July 2013
Job Director Credit Trading at Credit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB March 2015 - Present
Credit Agricole August 2013 - March 2015
Morgan Stanley September 2011 - July 2013
Morgan Stanley December 2008 - September 2011
Advisors Asset Management, Inc October 2001 - November 2008
Fixed Income Securities LP 2001 - 2008
Capstone Investments September 2001 - September 2001
TD Waterhouse November 2000 - August 2001
Skills
Fixed Income, Bonds, Equities, Series 7, Bloomberg, Series 63, Capital Markets, Trading, Securities, Financial Markets, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Electronic Trading, Options, FINRA, Asset Management, Structured Products
Education
Hofstra University 2007 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Music
Crédit Agricole CIB March 2015 - Present
Credit Agricole August 2013 - March 2015
Morgan Stanley September 2011 - July 2013
Morgan Stanley December 2008 - September 2011
Advisors Asset Management, Inc October 2001 - November 2008
Fixed Income Securities LP 2001 - 2008
Capstone Investments September 2001 - September 2001
TD Waterhouse November 2000 - August 2001
Skills
Fixed Income, Bonds, Equities, Series 7, Bloomberg, Series 63, Capital Markets, Trading, Securities, Financial Markets, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Electronic Trading, Options, FINRA, Asset Management, Structured Products
Education
Hofstra University 2007 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Music
Chantale Pierre Louis's Morgan Stanley Experience 2004 - 2006
Job Project Manager at Deutsche Bank
Industry Banking
Experience
NBMBAA Metro NY Chapter 2010 - 2015
Deutsche Bank March 2009 - September 2012
Deutsche Bank September 2007 - March 2009
Ernst & Young 2001 - 2007
Morgan Stanley 2004 - 2006
Skills
Process Improvement, Middle Office, Derivatives, Investment Banking, Auditing, Capital Markets
Education
Rutgers Business School
Rutgers University-New Brunswick
NBMBAA Metro NY Chapter 2010 - 2015
Deutsche Bank March 2009 - September 2012
Deutsche Bank September 2007 - March 2009
Ernst & Young 2001 - 2007
Morgan Stanley 2004 - 2006
Skills
Process Improvement, Middle Office, Derivatives, Investment Banking, Auditing, Capital Markets
Education
Rutgers Business School
Rutgers University-New Brunswick
Jennifer Palladino's Morgan Stanley Experience September 2007 - November 2007
Job Associate at J.P. Morgan, Agency Manager of Wholesale Loan Operations
Industry Investment Banking
Experience
J.P. Morgan September 2012 - Present
J.P. Morgan February 2012 - September 2012
J.P. Morgan 2011 - February 2012
J.P. Morgan May 2008 - 2011
Enterprise Rent-A-Car May 2007 - December 2008
Northwestern Mutual December 2007 - May 2008
Smith Barney November 2007 - December 2007
Donnelly Steen & Company Wealth Advisors September 2007 - December 2007
Morgan Stanley September 2007 - November 2007
Skills
Investment Banking, Loans, Banking, Risk Management, Microsoft Excel, Operations Management, Secondary Loan Trading, Microsoft Office, Excel, PowerPoint, Word, Outlook, LoanIQ, ClearPar, TLM, Loan Syndications and..., Loan Market Association, Standard Terms &..., Business Objects, Customer Service, Teamwork, Credit, Problem Solving, Process Improvement, SharePoint, Results Oriented, Innovative Problem..., Day To Day Operations, Self Starter, Multitasker, TSI, Work Under Pressure, Financial Analysis, Accounting, Microsoft Word, Trading, Insurance, Portfolio Management
Education
Rowan University 2004 — 2008
Bachelor of Science, Finance
J.P. Morgan September 2012 - Present
J.P. Morgan February 2012 - September 2012
J.P. Morgan 2011 - February 2012
J.P. Morgan May 2008 - 2011
Enterprise Rent-A-Car May 2007 - December 2008
Northwestern Mutual December 2007 - May 2008
Smith Barney November 2007 - December 2007
Donnelly Steen & Company Wealth Advisors September 2007 - December 2007
Morgan Stanley September 2007 - November 2007
Skills
Investment Banking, Loans, Banking, Risk Management, Microsoft Excel, Operations Management, Secondary Loan Trading, Microsoft Office, Excel, PowerPoint, Word, Outlook, LoanIQ, ClearPar, TLM, Loan Syndications and..., Loan Market Association, Standard Terms &..., Business Objects, Customer Service, Teamwork, Credit, Problem Solving, Process Improvement, SharePoint, Results Oriented, Innovative Problem..., Day To Day Operations, Self Starter, Multitasker, TSI, Work Under Pressure, Financial Analysis, Accounting, Microsoft Word, Trading, Insurance, Portfolio Management
Education
Rowan University 2004 — 2008
Bachelor of Science, Finance
Carson Mathews's Morgan Stanley Experience June 1990 - March 1996
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - May 2008
KPMG January 2000 - December 2002
Oxford Health Plans March 1996 - January 2000
Morgan Stanley June 1990 - March 1996
Education
Rutgers Business School 1986 — 1990
Merrill Lynch December 2002 - May 2008
KPMG January 2000 - December 2002
Oxford Health Plans March 1996 - January 2000
Morgan Stanley June 1990 - March 1996
Education
Rutgers Business School 1986 — 1990
Katy Hreha's Morgan Stanley Experience September 2000 - September 2001
Job Social Studies Teacher at Livingston Board of Education
Industry Education Management
Experience
Livingston Board of Education September 2003 - Present
Morgan Stanley September 2000 - September 2001
Skills
Educational Technology, Social Media, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Microsoft Excel, Educational Leadership, Classroom Management, Classroom, Lesson Planning, Curriculum Design, Curriculum Development, Training, Differentiated..., K-12, Literacy, Teacher Training, Tutoring, Social Media Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
Bachelor of Arts (B.A.)
Rutgers Graduate School of Education
Master of Education (M.Ed.)
Livingston Board of Education September 2003 - Present
Morgan Stanley September 2000 - September 2001
Skills
Educational Technology, Social Media, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Microsoft Excel, Educational Leadership, Classroom Management, Classroom, Lesson Planning, Curriculum Design, Curriculum Development, Training, Differentiated..., K-12, Literacy, Teacher Training, Tutoring, Social Media Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
Bachelor of Arts (B.A.)
Rutgers Graduate School of Education
Master of Education (M.Ed.)
Sridhar Byrappa's Morgan Stanley Experience March 2001 - November 2001
Job Founder/CEO @ iClinical Inc
Industry Pharmaceuticals
Experience
iClinical Inc January 2014 - Present
iFactory Solutions Pvt. Ltd. January 2011 - April 2013
Schering-Plough Research Institute August 2007 - September 2009
Accenture August 2005 - July 2007
Omnicare Clinical Research March 2002 - June 2005
Morgan Stanley March 2001 - November 2001
SB Software Inc August 2000 - February 2001
Merck August 1999 - July 2000
University of Illinois at Chicago March 1998 - April 1999
Skills
Business Development, Business Strategy, Strategy, Product Development, Clinical Trials, Strategic Planning, Market Research, Risk Management, Business Analysis, Investments, Account Management, Vendor Management, Project Management, Start-ups, Analytics, Analysis, Management, Leadership, Entrepreneurship, Program Management, Marketing Strategy, Management Consulting, Business Process..., Pharmaceutical Industry, Clinical Development, Lifesciences, Pharmacovigilance, Clinical Data Management, Operations Management, Solution Architecture, Business Transformation, Change Management, EDC, Technology Strategy, Technology Architecture, Application Architecture, Regulatory Operations, Business Architecture
Education
University of Toronto
Bachelor of Science (BS), Human Biology
University of Illinois at Chicago
Master of Business Administration (MBA), Strategic Management & International Business
Rush University
Doctor of Philosophy (Ph.D.), Microbiology and Immunology
iClinical Inc January 2014 - Present
iFactory Solutions Pvt. Ltd. January 2011 - April 2013
Schering-Plough Research Institute August 2007 - September 2009
Accenture August 2005 - July 2007
Omnicare Clinical Research March 2002 - June 2005
Morgan Stanley March 2001 - November 2001
SB Software Inc August 2000 - February 2001
Merck August 1999 - July 2000
University of Illinois at Chicago March 1998 - April 1999
Skills
Business Development, Business Strategy, Strategy, Product Development, Clinical Trials, Strategic Planning, Market Research, Risk Management, Business Analysis, Investments, Account Management, Vendor Management, Project Management, Start-ups, Analytics, Analysis, Management, Leadership, Entrepreneurship, Program Management, Marketing Strategy, Management Consulting, Business Process..., Pharmaceutical Industry, Clinical Development, Lifesciences, Pharmacovigilance, Clinical Data Management, Operations Management, Solution Architecture, Business Transformation, Change Management, EDC, Technology Strategy, Technology Architecture, Application Architecture, Regulatory Operations, Business Architecture
Education
University of Toronto
Bachelor of Science (BS), Human Biology
University of Illinois at Chicago
Master of Business Administration (MBA), Strategic Management & International Business
Rush University
Doctor of Philosophy (Ph.D.), Microbiology and Immunology
Dana Faragasso's Morgan Stanley Experience August 2003 - October 2005
Job Stay At Home Mother/Student
Industry Primary/Secondary Education
Experience
Mortgage Lenders Network October 2005 - January 2007
Morgan Stanley August 2003 - October 2005
Education
Rosemont College 2010 — 2012
Master of Arts, Education
Rosemont College 1999 — 2003
B.S., Economics
Mortgage Lenders Network October 2005 - January 2007
Morgan Stanley August 2003 - October 2005
Education
Rosemont College 2010 — 2012
Master of Arts, Education
Rosemont College 1999 — 2003
B.S., Economics
Nilesh Balani's Morgan Stanley Experience October 2010 - October 2012
Job Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse May 2014 - Present
JPMorgan Chase October 2012 - May 2014
Morgan Stanley October 2010 - October 2012
Merck March 2010 - October 2010
Merck November 2007 - March 2010
Merck August 2006 - November 2007
Rutgers University February 2006 - August 2006
Bristol-Myers Squibb January 2005 - July 2006
Skills
Business Analysis, Business Requirements, Metrics, Data Management, Production Support, Data Analysis, Visio, SharePoint, Requirements Gathering, Requirements Analysis, Project Planning, SDLC, Process Improvement, Project Management, Program Management, Analysis, Business Process..., Business Process, SAP, Six Sigma, ITIL, Business Strategy, IT Strategy, Software Documentation, Project Portfolio..., Cross-functional Team...
Education
Rutgers Business School 2006 — 2009
MBA, Management & Business Strategy
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Information Technology & Informatics
East Brunswick High School 1998 — 2002
Credit Suisse May 2014 - Present
JPMorgan Chase October 2012 - May 2014
Morgan Stanley October 2010 - October 2012
Merck March 2010 - October 2010
Merck November 2007 - March 2010
Merck August 2006 - November 2007
Rutgers University February 2006 - August 2006
Bristol-Myers Squibb January 2005 - July 2006
Skills
Business Analysis, Business Requirements, Metrics, Data Management, Production Support, Data Analysis, Visio, SharePoint, Requirements Gathering, Requirements Analysis, Project Planning, SDLC, Process Improvement, Project Management, Program Management, Analysis, Business Process..., Business Process, SAP, Six Sigma, ITIL, Business Strategy, IT Strategy, Software Documentation, Project Portfolio..., Cross-functional Team...
Education
Rutgers Business School 2006 — 2009
MBA, Management & Business Strategy
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Information Technology & Informatics
East Brunswick High School 1998 — 2002
Shannon Lenz's Morgan Stanley Experience March 1993 - May 2015
Job Experienced Corporate Governance/Mutual Fund Senior Paralegal
Industry Financial Services
Experience
Morgan Stanley March 1993 - May 2015
Skills
Mutual Funds, Hedge Funds, Securities, Asset Management, Financial Services
Education
Roosevelt University 1997 — 1998
Paralegal Education
Southern Illinois University, Carbondale 1988 — 1992
BS, Marketing
Morgan Stanley March 1993 - May 2015
Skills
Mutual Funds, Hedge Funds, Securities, Asset Management, Financial Services
Education
Roosevelt University 1997 — 1998
Paralegal Education
Southern Illinois University, Carbondale 1988 — 1992
BS, Marketing
Angad Kale's Morgan Stanley Experience June 2015 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley June 2015 - Present
Barclays Investment Bank February 2011 - Present
Barclays Capital June 2010 - August 2010
Rutgers University August 2008 - June 2010
ADP November 2007 - July 2008
Skills
Business Analysis, Analytics, Financial Services, Java, C#, Unix, Ruby, Fixed Income Analysis
Education
Rutgers University-New Brunswick 2008 — 2010
Master of Science, Computer Engineering
SASTRA University 2003 — 2007
Bachelor of Technology, Electronics and Communication Engineering
Morgan Stanley June 2015 - Present
Barclays Investment Bank February 2011 - Present
Barclays Capital June 2010 - August 2010
Rutgers University August 2008 - June 2010
ADP November 2007 - July 2008
Skills
Business Analysis, Analytics, Financial Services, Java, C#, Unix, Ruby, Fixed Income Analysis
Education
Rutgers University-New Brunswick 2008 — 2010
Master of Science, Computer Engineering
SASTRA University 2003 — 2007
Bachelor of Technology, Electronics and Communication Engineering
Chris Norris, CIMA®, CRPS®'s Morgan Stanley Experience June 2012 - June 2013
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO June 2013 - Present
Morgan Stanley June 2012 - June 2013
Morgan Stanley Smith Barney June 2008 - August 2012
Johnson & Johnson May 2007 - May 2008
Skills
Retirement, Financial Services, Series 7, IRAs, Financial Advisory, Mutual Funds, Uniform Combined State..., Defined Contribution, Defined Benefit, Wealth Management, Pension Administration, Investment Advisory, Asset Allocation, Securities, CRPS, Retirement Planning, FINRA, Series 65, Series 66, CISP, Series 6, Certified Investment...
Education
Rutgers University 2004 — 2008
Bachelor of Science, Business Management
Watchung Hills Regional High School 2000 — 2004
PIMCO June 2013 - Present
Morgan Stanley June 2012 - June 2013
Morgan Stanley Smith Barney June 2008 - August 2012
Johnson & Johnson May 2007 - May 2008
Skills
Retirement, Financial Services, Series 7, IRAs, Financial Advisory, Mutual Funds, Uniform Combined State..., Defined Contribution, Defined Benefit, Wealth Management, Pension Administration, Investment Advisory, Asset Allocation, Securities, CRPS, Retirement Planning, FINRA, Series 65, Series 66, CISP, Series 6, Certified Investment...
Education
Rutgers University 2004 — 2008
Bachelor of Science, Business Management
Watchung Hills Regional High School 2000 — 2004
Raghuram Renduchintala's Morgan Stanley Experience March 2006 - February 2008
Job Senior Technology Consultant , Structured Credit Desk at N.Y. Based Investment Firm
Industry Financial Services
Experience
N.Y. Based Investment Firm March 2008 - Present
Morgan Stanley March 2006 - February 2008
Ernst&Young July 2005 - February 2006
KPMG July 2004 - June 2005
Recovery Management Systems 2003 - June 2004
Skills
SDLC, WCF, Derivatives, SQL, T-SQL, .NET, Capital Markets, Microsoft SQL Server, Business Analysis, C#, Financial Modeling, WPF
Education
Rutgers Business School 2013 — 2016
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia
MS, Computer Engineering
N.Y. Based Investment Firm March 2008 - Present
Morgan Stanley March 2006 - February 2008
Ernst&Young July 2005 - February 2006
KPMG July 2004 - June 2005
Recovery Management Systems 2003 - June 2004
Skills
SDLC, WCF, Derivatives, SQL, T-SQL, .NET, Capital Markets, Microsoft SQL Server, Business Analysis, C#, Financial Modeling, WPF
Education
Rutgers Business School 2013 — 2016
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia
MS, Computer Engineering
Gary Smolyar's Morgan Stanley Experience June 2006 - July 2006
Job Systems Analyst, IT Professional
Industry Insurance
Experience
Allstate September 2006 - August 2015
Morgan Stanley June 2006 - July 2006
JPMorgan Chase & Co. April 2005 - April 2006
Consulting October 2004 - April 2005
U.S. Cellular January 2004 - June 2004
Allstate June 2003 - December 2003
Blue Cross Blue Shield Association November 2002 - May 2003
Idea Integration March 1999 - May 2002
Automated Concepts, Inc October 1988 - February 1999
Skills
Microsoft SQL Server, Systems Analysis, T-SQL, Idea Generation, Fresh Ideas, Problem Solving, XML, SDLC, .NET, UML, ASP.NET, jQuery, C#, TSQL, SSAS, SSIS, Multidimensional...
Education
Roosevelt University 1986 — 1989
MBA
University of Illinois at Chicago 1978 — 1983
Bachelor of Science
Allstate September 2006 - August 2015
Morgan Stanley June 2006 - July 2006
JPMorgan Chase & Co. April 2005 - April 2006
Consulting October 2004 - April 2005
U.S. Cellular January 2004 - June 2004
Allstate June 2003 - December 2003
Blue Cross Blue Shield Association November 2002 - May 2003
Idea Integration March 1999 - May 2002
Automated Concepts, Inc October 1988 - February 1999
Skills
Microsoft SQL Server, Systems Analysis, T-SQL, Idea Generation, Fresh Ideas, Problem Solving, XML, SDLC, .NET, UML, ASP.NET, jQuery, C#, TSQL, SSAS, SSIS, Multidimensional...
Education
Roosevelt University 1986 — 1989
MBA
University of Illinois at Chicago 1978 — 1983
Bachelor of Science
Sean Marren's Morgan Stanley Experience July 2008 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Caxton Associates August 2007 - May 2008
New Jersey Economic Development Authority June 2007 - August 2007
Skills
Access, Excel, Visio, PowerPoint, Word, Photoshop, Quality Center, DTC, Reconciliation
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2008
BA, Economics
Temple University Japan 2007 — 2007
Study Abroad Program
Rowan University 2004 — 2005
Morgan Stanley July 2008 - Present
Caxton Associates August 2007 - May 2008
New Jersey Economic Development Authority June 2007 - August 2007
Skills
Access, Excel, Visio, PowerPoint, Word, Photoshop, Quality Center, DTC, Reconciliation
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2008
BA, Economics
Temple University Japan 2007 — 2007
Study Abroad Program
Rowan University 2004 — 2005
Bryan Leu's Morgan Stanley Experience January 2003 - December 2004
Job Internal Wholesaler at SunAmerica Asset Management
Industry Investment Management
Experience
AIG SunAmerica Asset Management June 2005 - Present
Morgan Stanley January 2003 - December 2004
Skills
Series 7, Series 66
Education
Rutgers University-New Brunswick 1998 — 2003
BS, Business Economics
AIG SunAmerica Asset Management June 2005 - Present
Morgan Stanley January 2003 - December 2004
Skills
Series 7, Series 66
Education
Rutgers University-New Brunswick 1998 — 2003
BS, Business Economics
Seth Greenfield's Morgan Stanley Experience November 2000 - October 2007
Job Manager at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management October 2007 - Present
Morgan Stanley November 2000 - October 2007
Morgan Stanley Investment Management 2000 - 2007
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Rutgers Business School 1989 — 1993
BS, Accounting
Moore Capital Management October 2007 - Present
Morgan Stanley November 2000 - October 2007
Morgan Stanley Investment Management 2000 - 2007
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Rutgers Business School 1989 — 1993
BS, Accounting
John Rioux's Morgan Stanley Experience May 2005 - March 2007
Job Senior Regulatory and Compliance Professional
Industry Financial Services
Experience
Societe Generale November 2009 - December 2012
Trafelet & Company April 2007 - October 2008
Morgan Stanley May 2005 - March 2007
Morgan Stanley May 2005 - March 2007
Deutsche Bank 1996 - 2005
Securities and Exchange Commission 1986 - 1991
Education
Rutgers University School of Law - Newark 1981 — 1984
JD, Law
Societe Generale November 2009 - December 2012
Trafelet & Company April 2007 - October 2008
Morgan Stanley May 2005 - March 2007
Morgan Stanley May 2005 - March 2007
Deutsche Bank 1996 - 2005
Securities and Exchange Commission 1986 - 1991
Education
Rutgers University School of Law - Newark 1981 — 1984
JD, Law
Irina Slobodinsky's Morgan Stanley Experience December 2009 - August 2013
Job Business Analyst/Project Manager at Bank of America
Industry Financial Services
Experience
Portfolio Trading Technology, Bank of America September 2014 - Present
Pico Quantitative Trading August 2013 - September 2014
Morgan Stanley December 2009 - August 2013
Barclays Capital January 2008 - December 2009
Barclays Capital February 2008 - December 2008
Connotate Technologies 2006 - 2008
Skills
Business Analysis, Equities, Financial Services, Trading Systems, SDLC, Requirements Analysis, Project Management
Education
Rutgers Business School 2005 — 2008
MBA, Finance and Global Business Management
Rutgers University-New Brunswick 2001 — 2005
B.S., MSIS
Portfolio Trading Technology, Bank of America September 2014 - Present
Pico Quantitative Trading August 2013 - September 2014
Morgan Stanley December 2009 - August 2013
Barclays Capital January 2008 - December 2009
Barclays Capital February 2008 - December 2008
Connotate Technologies 2006 - 2008
Skills
Business Analysis, Equities, Financial Services, Trading Systems, SDLC, Requirements Analysis, Project Management
Education
Rutgers Business School 2005 — 2008
MBA, Finance and Global Business Management
Rutgers University-New Brunswick 2001 — 2005
B.S., MSIS
Albert Ng, CFA's Morgan Stanley Experience July 2005 - December 2005
Job Associate Portfolio Manager at City National Rochdale
Industry Capital Markets
Experience
City National Rochdale October 2014 - Present
Aurum Options Strategies, LLC April 2010 - October 2014
RTS Capital January 2006 - July 2009
Morgan Stanley July 2005 - December 2005
Deutsche Bank June 2004 - August 2004
Skills
Trading, Volatility Arbitrage, Market Making, Commodity Markets, Derivatives, Options, Portfolio Management, Precious Metals, Capital Markets, Financial Modeling, Equities, Investments, Hedge Funds, Asset Management, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2005
BS, Finance
City National Rochdale October 2014 - Present
Aurum Options Strategies, LLC April 2010 - October 2014
RTS Capital January 2006 - July 2009
Morgan Stanley July 2005 - December 2005
Deutsche Bank June 2004 - August 2004
Skills
Trading, Volatility Arbitrage, Market Making, Commodity Markets, Derivatives, Options, Portfolio Management, Precious Metals, Capital Markets, Financial Modeling, Equities, Investments, Hedge Funds, Asset Management, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2005
BS, Finance
Andy Lopez's Morgan Stanley Experience 2012 - 2013
Job Director, Client Digital Strategy at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
Morgan Stanley 2006 - 2010
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Product Development, Project Management, Business Development, Practice Management, Rep as Advisor, Rep as PM, Unified Managed Accounts, Separately Managed..., Variable Annuities, Mutual Funds
Education
New York University, Stern School of Business 2004 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, Economics, Political Science
Saint Peter's Prep - Jersey City, NJ 1992 — 1996
High School
UBS June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
Morgan Stanley 2006 - 2010
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Product Development, Project Management, Business Development, Practice Management, Rep as Advisor, Rep as PM, Unified Managed Accounts, Separately Managed..., Variable Annuities, Mutual Funds
Education
New York University, Stern School of Business 2004 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, Economics, Political Science
Saint Peter's Prep - Jersey City, NJ 1992 — 1996
High School
Cassie Lentchner's Morgan Stanley Experience July 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
UBS January 2005 - July 2011
Perkins Coie LLP August 1999 - January 2005
U.S. House of Representatives January 1998 - August 1999
U.S. Senate February 1997 - January 1998
Fried Frank September 1989 - February 1997
Skills
Securities, Capital Markets, Corporate Governance, FINRA, Litigation, Anti-corruption, Anti-bribery, Compliance, Legal Compliance, Government Contracting
Education
Rutgers University School of Law - Newark 1986 — 1989
JD, Law
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, History
Morgan Stanley July 2011 - Present
UBS January 2005 - July 2011
Perkins Coie LLP August 1999 - January 2005
U.S. House of Representatives January 1998 - August 1999
U.S. Senate February 1997 - January 1998
Fried Frank September 1989 - February 1997
Skills
Securities, Capital Markets, Corporate Governance, FINRA, Litigation, Anti-corruption, Anti-bribery, Compliance, Legal Compliance, Government Contracting
Education
Rutgers University School of Law - Newark 1986 — 1989
JD, Law
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, History
Frances Visalli's Morgan Stanley Experience March 1997 - May 2000
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2004 - Present
UBS PaineWebber May 2000 - June 2002
Morgan Stanley March 1997 - May 2000
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Securities, Fixed Annuities, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Uniform Combined State..., Estate Planning, FINRA, Financial Advisory, Investment Strategies, Series 6, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Series 24, Retirement, Financial Analysis, Mutual Funds
Education
Gloucester County College 2004 — 2005
Liberal Arts, Communications
Paulsboro High 1965 — 1969
Ameriprise Financial Services, Inc. September 2004 - Present
UBS PaineWebber May 2000 - June 2002
Morgan Stanley March 1997 - May 2000
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Securities, Fixed Annuities, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Uniform Combined State..., Estate Planning, FINRA, Financial Advisory, Investment Strategies, Series 6, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Series 24, Retirement, Financial Analysis, Mutual Funds
Education
Gloucester County College 2004 — 2005
Liberal Arts, Communications
Paulsboro High 1965 — 1969
Jason Fronjian's Morgan Stanley Experience August 2009 - December 2010
Job financial advisor
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Morgan Stanley August 2009 - December 2010
GMAC ResCap August 2000 - August 2009
The Money Store April 1996 - August 2000
Education
Rowan University 1993 — 1997
Economics/Finance
Merrill Lynch December 2010 - Present
Morgan Stanley August 2009 - December 2010
GMAC ResCap August 2000 - August 2009
The Money Store April 1996 - August 2000
Education
Rowan University 1993 — 1997
Economics/Finance
James Hartnett, CFA, CIMA®'s Morgan Stanley Experience March 2003 - October 2006
Job Director, Research Analyst Account Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors January 2013 - Present
Allianz Global Investors October 2006 - January 2013
Morgan Stanley March 2003 - October 2006
Prudential Financial January 2001 - March 2003
Prudential Financial January 1999 - January 2001
Prudential Financial July 1997 - January 1999
Prudential Financial August 1993 - July 1997
Skills
Portfolio Management, Investments, Mutual Funds, Equities, Valuation, Risk Management, Financial Services, Finance, Financial Markets, Due Diligence, Financial Advisory, Market Research
Education
Rutgers University 1988 — 1993
BS, Finance, General
Allianz Global Investors January 2013 - Present
Allianz Global Investors October 2006 - January 2013
Morgan Stanley March 2003 - October 2006
Prudential Financial January 2001 - March 2003
Prudential Financial January 1999 - January 2001
Prudential Financial July 1997 - January 1999
Prudential Financial August 1993 - July 1997
Skills
Portfolio Management, Investments, Mutual Funds, Equities, Valuation, Risk Management, Financial Services, Finance, Financial Markets, Due Diligence, Financial Advisory, Market Research
Education
Rutgers University 1988 — 1993
BS, Finance, General
Srikant Aiyar's Morgan Stanley Experience 2014 - 2015
Job Actively Seeking Opportunity (West Coast)
Industry Information Technology and Services
Experience
Tata Consultancy Services February 2014 - Present
Morgan Stanley 2014 - 2015
JHGGS Inc (G2G Consulting) May 2012 - February 2014
QSSI February 2013 - May 2013
Lockheed Martin September 2009 - December 2011
Cognizant Technology Solutions April 2007 - March 2009
Cognizant Technology Services April 2007 - March 2009
HSBC June 2003 - April 2007
Brain Tech World September 1996 - June 2003
Cap Gemini September 1996 - September 1997
Skills
SDLC, Agile Methodologies, PMP, ITIL, Software Project..., Program Management, PMO, Project Management, Project Portfolio..., Requirements Gathering, Vendor Management, Requirements Analysis, Testing, Business Process..., Management, Certified Project..., Business Analysis, Quality Assurance, Business Intelligence, Process Improvement, Business Development, Analysis, MS Project, Enterprise Architecture, Cross-functional Team..., Six Sigma, Integration, Agile Project Management, Business Process..., Information Technology, Management Consulting, Disaster Recovery, Software Documentation, IT Service Management, RMP, CMMI, Leadership, Scrum, Business Process, SharePoint, IT Management, Change Management, JIRA, Grasshopper, Microsoft Project
Education
University of Phoenix 2009 — 2010
MBA, Global Management
Project Management Institute 2015 — 2015
Professional Certification, IT Methodology, A
Project Management Institute 2005 — 2005
PMP, Project Management Professional
Platinum edge 2012 — 2012
Certified Scrum Master, Scrum Methodology
Roosevelt University 1986 — 1988
B.G.S, Administrative Science, 3.8
Aveta Business Institute 2013 — 2013
Six Sigma - Black Belt, Process Improvement, A+
ITIL 2012 — 2012
ITIL V3 Foundation, IT services
Tata Consultancy Services February 2014 - Present
Morgan Stanley 2014 - 2015
JHGGS Inc (G2G Consulting) May 2012 - February 2014
QSSI February 2013 - May 2013
Lockheed Martin September 2009 - December 2011
Cognizant Technology Solutions April 2007 - March 2009
Cognizant Technology Services April 2007 - March 2009
HSBC June 2003 - April 2007
Brain Tech World September 1996 - June 2003
Cap Gemini September 1996 - September 1997
Skills
SDLC, Agile Methodologies, PMP, ITIL, Software Project..., Program Management, PMO, Project Management, Project Portfolio..., Requirements Gathering, Vendor Management, Requirements Analysis, Testing, Business Process..., Management, Certified Project..., Business Analysis, Quality Assurance, Business Intelligence, Process Improvement, Business Development, Analysis, MS Project, Enterprise Architecture, Cross-functional Team..., Six Sigma, Integration, Agile Project Management, Business Process..., Information Technology, Management Consulting, Disaster Recovery, Software Documentation, IT Service Management, RMP, CMMI, Leadership, Scrum, Business Process, SharePoint, IT Management, Change Management, JIRA, Grasshopper, Microsoft Project
Education
University of Phoenix 2009 — 2010
MBA, Global Management
Project Management Institute 2015 — 2015
Professional Certification, IT Methodology, A
Project Management Institute 2005 — 2005
PMP, Project Management Professional
Platinum edge 2012 — 2012
Certified Scrum Master, Scrum Methodology
Roosevelt University 1986 — 1988
B.G.S, Administrative Science, 3.8
Aveta Business Institute 2013 — 2013
Six Sigma - Black Belt, Process Improvement, A+
ITIL 2012 — 2012
ITIL V3 Foundation, IT services
Daniel Allard's Morgan Stanley Experience December 2011 - Present
Job Global Head of Reference Data Production Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2011 - Present
Morgan Stanley July 2011 - December 2011
Morgan Stanley October 2007 - June 2011
Morgan Stanley January 2007 - September 2007
Morgan Stanley September 2005 - January 2007
Morgan Stanley September 2004 - August 2005
Morgan Stanley September 2002 - September 2004
UBS March 2001 - September 2002
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Financial Services, Fixed Income, Equity Derivatives, Investment Banking
Education
Royal Holloway, University of London 1997 — 2000
Morgan Stanley December 2011 - Present
Morgan Stanley July 2011 - December 2011
Morgan Stanley October 2007 - June 2011
Morgan Stanley January 2007 - September 2007
Morgan Stanley September 2005 - January 2007
Morgan Stanley September 2004 - August 2005
Morgan Stanley September 2002 - September 2004
UBS March 2001 - September 2002
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Financial Services, Fixed Income, Equity Derivatives, Investment Banking
Education
Royal Holloway, University of London 1997 — 2000
Christopher Fawcett's Morgan Stanley Experience July 2006 - April 2012
Job Senior Counsel & Director at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2013 - Present
Barclays April 2012 - July 2013
Morgan Stanley July 2006 - April 2012
McElroy, Deutsch, Mulvaney & Carpenter, LLP September 2001 - July 2006
Skills
Negotiation, Prime Brokerage, Hedge Funds, Equities, Securities, Fixed Income, Commercial Litigation, Derivatives, Capital Markets, Financial Services
Education
Seton Hall University School of Law 1997 — 2000
JD, Law
Rutgers University-New Brunswick 1993 — 1997
B.S., Administration of Justice
BMO Financial Group July 2013 - Present
Barclays April 2012 - July 2013
Morgan Stanley July 2006 - April 2012
McElroy, Deutsch, Mulvaney & Carpenter, LLP September 2001 - July 2006
Skills
Negotiation, Prime Brokerage, Hedge Funds, Equities, Securities, Fixed Income, Commercial Litigation, Derivatives, Capital Markets, Financial Services
Education
Seton Hall University School of Law 1997 — 2000
JD, Law
Rutgers University-New Brunswick 1993 — 1997
B.S., Administration of Justice
John W. Short's Morgan Stanley Experience July 2010 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Wells Fargo Advisors October 2008 - July 2010
AG Edwards & Sons February 2005 - August 2008
A.G. Edwards & Sons, Inc. January 1995 - August 2003
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Fixed Income, Equities, Asset Management, Strategic Financial..., Banking, Securities, Alternative Investments, Finance, Financial Advisory, Wealth, Investment Advisory, Bonds, 401k, Series 65, IRAs, Loans, Fixed Annuities, Estate Planning, High Net Worth..., Cash Management, Mortgage Lending
Education
Rowan University 1984 — 1992
Bachelor, Economics
Wharton Business School 2013 — 2016
Securities Industry Institute, Securities Industries Financial Management Ass. Program
St. Augustine Prep, Richland, NJ 1979 — 1983
Morgan Stanley July 2010 - Present
Wells Fargo Advisors October 2008 - July 2010
AG Edwards & Sons February 2005 - August 2008
A.G. Edwards & Sons, Inc. January 1995 - August 2003
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Fixed Income, Equities, Asset Management, Strategic Financial..., Banking, Securities, Alternative Investments, Finance, Financial Advisory, Wealth, Investment Advisory, Bonds, 401k, Series 65, IRAs, Loans, Fixed Annuities, Estate Planning, High Net Worth..., Cash Management, Mortgage Lending
Education
Rowan University 1984 — 1992
Bachelor, Economics
Wharton Business School 2013 — 2016
Securities Industry Institute, Securities Industries Financial Management Ass. Program
St. Augustine Prep, Richland, NJ 1979 — 1983
Meeli Chavda's Morgan Stanley Experience January 2003 - May 2005
Job
Industry Financial Services
Experience
PerkinElmer, Inc. March 2015 - Present
JPMorgan Chase March 2014 - April 2015
Morgan Stanley Wealth Management March 2012 - September 2013
Lincoln Financial Group September 2009 - May 2010
Morgan Stanley January 2003 - May 2005
Skills
Financial Analysis, Strategic Financial..., Accounting, Access, Financial Modeling, Corporate Finance, Financial Reporting, Managerial Finance, Finance, Microsoft Excel, Sales, Asset Allocation, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Financial Services, Securities, Wealth Management, Financial Markets, Trading, Retirement Planning, General Ledger, QuickBooks, Financial Planning
Education
Rowan University 2006 — 2010
Bachelors of Science, Finance
PerkinElmer, Inc. March 2015 - Present
JPMorgan Chase March 2014 - April 2015
Morgan Stanley Wealth Management March 2012 - September 2013
Lincoln Financial Group September 2009 - May 2010
Morgan Stanley January 2003 - May 2005
Skills
Financial Analysis, Strategic Financial..., Accounting, Access, Financial Modeling, Corporate Finance, Financial Reporting, Managerial Finance, Finance, Microsoft Excel, Sales, Asset Allocation, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Financial Services, Securities, Wealth Management, Financial Markets, Trading, Retirement Planning, General Ledger, QuickBooks, Financial Planning
Education
Rowan University 2006 — 2010
Bachelors of Science, Finance
Robert Urgo's Morgan Stanley Experience January 2014 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Goldman Sachs 1994 - 2004
Skills
Fixed Income, Derivatives, Commodity, Capital Markets, Equities, Hedge Funds, Credit Risk
Education
Rutgers University 1986 — 1990
Bachelor of Science (BS), Accounting
Morgan Stanley January 2014 - Present
Goldman Sachs 1994 - 2004
Skills
Fixed Income, Derivatives, Commodity, Capital Markets, Equities, Hedge Funds, Credit Risk
Education
Rutgers University 1986 — 1990
Bachelor of Science (BS), Accounting
Mark Impellizeri's Morgan Stanley Experience April 2010 - September 2011
Job Director and Regulatory Attorney UBS
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Barclays Capital September 2011 - September 2013
Morgan Stanley April 2010 - September 2011
Merrill Lynch September 2004 - April 2010
Education
Rutgers University School of Law - Newark 2006 — 2010
JD
Boston U 2000 — 2003
BA
UBS Investment Bank September 2013 - Present
Barclays Capital September 2011 - September 2013
Morgan Stanley April 2010 - September 2011
Merrill Lynch September 2004 - April 2010
Education
Rutgers University School of Law - Newark 2006 — 2010
JD
Boston U 2000 — 2003
BA
John Montone's Morgan Stanley Experience February 2006 - Present
Job Executive Director, Legal & Compliance Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Orans Elsen & Lupert LLP September 2000 - February 2006
US Court of Appeals, Third Circuit August 1999 - August 2000
Cahill Gordon & Reindel October 1997 - August 1999
US District Court, SDNY August 1996 - August 1997
Skills
Securities Regulation, Securities, Litigation, Legal Compliance, Financial Regulation, Commercial Litigation, Legal Advice, Dispute Resolution, Securities Litigation, Legal Research
Education
Rutgers University School of Law - Newark 1993 — 1996
JD
Rutgers University 1989 — 1993
B.A., History
Morgan Stanley February 2006 - Present
Orans Elsen & Lupert LLP September 2000 - February 2006
US Court of Appeals, Third Circuit August 1999 - August 2000
Cahill Gordon & Reindel October 1997 - August 1999
US District Court, SDNY August 1996 - August 1997
Skills
Securities Regulation, Securities, Litigation, Legal Compliance, Financial Regulation, Commercial Litigation, Legal Advice, Dispute Resolution, Securities Litigation, Legal Research
Education
Rutgers University School of Law - Newark 1993 — 1996
JD
Rutgers University 1989 — 1993
B.A., History
Ryan Bolan's Morgan Stanley Experience April 2003 - November 2008
Job Manager at Toys R Us
Industry Retail
Experience
Toys R Us December 2011 - Present
Toys R Us November 2008 - December 2011
Morgan Stanley April 2003 - November 2008
Goldman Sachs February 2000 - April 2003
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Budgets, Financial Forecasting, Finance, Retail, Asset Management, Asset Allocation, Portfolio Management, Accounting, Analysis, Analytics, Cross-functional Team..., Financial Modeling, Leadership, Management, Process Improvement, Strategy
Education
Villanova University 1992 — 1996
Finance
Rutgers Business School
M.B.A., Finance
Toys R Us December 2011 - Present
Toys R Us November 2008 - December 2011
Morgan Stanley April 2003 - November 2008
Goldman Sachs February 2000 - April 2003
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Budgets, Financial Forecasting, Finance, Retail, Asset Management, Asset Allocation, Portfolio Management, Accounting, Analysis, Analytics, Cross-functional Team..., Financial Modeling, Leadership, Management, Process Improvement, Strategy
Education
Villanova University 1992 — 1996
Finance
Rutgers Business School
M.B.A., Finance
Nicholas Kirsch's Morgan Stanley Experience June 2006 - August 2006
Job Agency Analyst at Reliance Standard
Industry Insurance
Experience
Reliance Standard May 2008 - Present
Reliance Standard Life Insurance May 2008 - Present
Ameriprise Financial Services August 2007 - February 2008
Morgan Stanley June 2006 - August 2006
Education
Rowan University 2004 — 2007
Bachelor of Science, Business Administration; Finance
Reliance Standard May 2008 - Present
Reliance Standard Life Insurance May 2008 - Present
Ameriprise Financial Services August 2007 - February 2008
Morgan Stanley June 2006 - August 2006
Education
Rowan University 2004 — 2007
Bachelor of Science, Business Administration; Finance
Catherine Monaco's Morgan Stanley Experience April 1991 - August 1998
Job Director of Client Relations at Linden Global Strategies LLC
Industry
Experience
Linden Global Strategies LLC March 2012 - Present
HM Fund Management November 2008 - November 2011
UBS March 2005 - November 2008
Goldman Sachs November 1999 - March 2005
Zero Hour Records August 1998 - November 1999
Morgan Stanley April 1991 - August 1998
Skills
Microsoft Excel, Microsoft Office, Customer Service, Recruiting, New Business Development, Microsoft Word, PowerPoint, Finance, Training, Account Management, Strategic Planning, Negotiation, Analysis, Investments, Marketing
Education
Rowan University
Bachelor of Arts (B.A.), Theatre
Linden Global Strategies LLC March 2012 - Present
HM Fund Management November 2008 - November 2011
UBS March 2005 - November 2008
Goldman Sachs November 1999 - March 2005
Zero Hour Records August 1998 - November 1999
Morgan Stanley April 1991 - August 1998
Skills
Microsoft Excel, Microsoft Office, Customer Service, Recruiting, New Business Development, Microsoft Word, PowerPoint, Finance, Training, Account Management, Strategic Planning, Negotiation, Analysis, Investments, Marketing
Education
Rowan University
Bachelor of Arts (B.A.), Theatre
Timothy Hansen's Morgan Stanley Experience September 2007 - February 2011
Job Chief Compliance Officer of Registered Investment Adviser at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Morgan Stanley September 2007 - February 2011
Morgan Stanley April 2005 - September 2007
US Securities and Exchange Commission September 2000 - April 2005
US Securities and Exchange Commission August 1999 - August 2000
Lowenstein Sandler PC August 1995 - August 1999
The Honorable Maryanne Trump Barry, USDJ September 1993 - August 1995
Congressman William O. Lipinski (Illinois) January 1989 - August 1990
Skills
Investment Advisory
Education
Rutgers University School of Law - Newark 1990 — 1993
JD
University of Chicago 1983 — 1987
BA, Economics
Morgan Stanley Smith Barney March 2011 - Present
Morgan Stanley September 2007 - February 2011
Morgan Stanley April 2005 - September 2007
US Securities and Exchange Commission September 2000 - April 2005
US Securities and Exchange Commission August 1999 - August 2000
Lowenstein Sandler PC August 1995 - August 1999
The Honorable Maryanne Trump Barry, USDJ September 1993 - August 1995
Congressman William O. Lipinski (Illinois) January 1989 - August 1990
Skills
Investment Advisory
Education
Rutgers University School of Law - Newark 1990 — 1993
JD
University of Chicago 1983 — 1987
BA, Economics
Billie-Jazz Eyondi's Morgan Stanley Experience June 2013 - August 2013
Job
Industry Financial Services
Experience
PwC August 2015 - Present
Deloitte Brasil July 2014 - August 2014
Deloitte June 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Douglass Residential College August 2012 - May 2013
Passaic Valley Sewerage Commissioners June 2012 - August 2012
New Jersey Meadowlands Commission January 2012 - January 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.82
PwC August 2015 - Present
Deloitte Brasil July 2014 - August 2014
Deloitte June 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Douglass Residential College August 2012 - May 2013
Passaic Valley Sewerage Commissioners June 2012 - August 2012
New Jersey Meadowlands Commission January 2012 - January 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.82
Jeff Bonafe's Morgan Stanley Experience October 2014 - Present
Job Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Natixis Global Asset Management February 2012 - September 2014
Morgan Stanley Wealth Management January 2010 - February 2012
Citi January 2009 - January 2010
Citi August 2007 - January 2009
Citi May 2006 - July 2007
Skills
Alternative Investments, Series 63, Asset Managment, Series 7, Series 65, Portfolio Management, Asset Management, Investment Advisory, Separately Managed..., Asset Allocation, Investments, Mutual Funds, Equities, ETFs, Fixed Income, Hedge Funds, Wealth Management, Uniform Combined State..., Retirement Planning, Securities, Investment Strategies
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Morgan Stanley October 2014 - Present
Natixis Global Asset Management February 2012 - September 2014
Morgan Stanley Wealth Management January 2010 - February 2012
Citi January 2009 - January 2010
Citi August 2007 - January 2009
Citi May 2006 - July 2007
Skills
Alternative Investments, Series 63, Asset Managment, Series 7, Series 65, Portfolio Management, Asset Management, Investment Advisory, Separately Managed..., Asset Allocation, Investments, Mutual Funds, Equities, ETFs, Fixed Income, Hedge Funds, Wealth Management, Uniform Combined State..., Retirement Planning, Securities, Investment Strategies
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Kelli Blanco's Morgan Stanley Experience June 2002 - December 2004
Job Registered Nurse
Industry Hospital & Health Care
Experience
Morgan Stanley June 2002 - December 2004
Skills
BLS, NJ RN License, PA RN License, DE RN License
Education
Thomas Jefferson University 2011 — 2011
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Gloucester County College 2007 — 2009
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Morgan Stanley June 2002 - December 2004
Skills
BLS, NJ RN License, PA RN License, DE RN License
Education
Thomas Jefferson University 2011 — 2011
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Gloucester County College 2007 — 2009
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Madiana Lacombe's Morgan Stanley Experience January 2009 - June 2009
Job Financial Service Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2009 - Present
Morgan Stanley January 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2009
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch August 2009 - Present
Morgan Stanley January 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2009
Bachelor of Science (BS), Finance, General
Kam Saifi's Morgan Stanley Experience 1994 - 1996
Job President, CEO at Next Cleaners
Industry Consumer Services
Experience
Next Cleaners January 2010 - Present
ION Networks, Inc 2001 - 2003
Avesta Technologies, Inc 1996 - 2000
Morgan Stanley 1994 - 1996
Morgan Stanley 1990 - 1994
Skills
Start-ups, Executive Management, Corporate Finance, Technology Management, Financial Structuring, Financial Risk, Financial Advisory, Financial Audits, Executive Financial..., Public Equity Offerings, Private Offerings, P&L Financial Management, Venture Capital, P&L Management, Strategic Planning, Leadership, Management, Telecommunications, Real Estate, Business Development, Entrepreneurship, Small Business, Strategy, Product Management, Mergers & Acquisitions, Security, Managed Services, Marketing
Education
Rutgers University 1984 — 1986
Master of Science (MS), Electrical and Electronics Engineering, Extensive Coursework Completed
Rutgers University 1980 — 1984
BS, Electrical and Electronics Engineering
Next Cleaners January 2010 - Present
ION Networks, Inc 2001 - 2003
Avesta Technologies, Inc 1996 - 2000
Morgan Stanley 1994 - 1996
Morgan Stanley 1990 - 1994
Skills
Start-ups, Executive Management, Corporate Finance, Technology Management, Financial Structuring, Financial Risk, Financial Advisory, Financial Audits, Executive Financial..., Public Equity Offerings, Private Offerings, P&L Financial Management, Venture Capital, P&L Management, Strategic Planning, Leadership, Management, Telecommunications, Real Estate, Business Development, Entrepreneurship, Small Business, Strategy, Product Management, Mergers & Acquisitions, Security, Managed Services, Marketing
Education
Rutgers University 1984 — 1986
Master of Science (MS), Electrical and Electronics Engineering, Extensive Coursework Completed
Rutgers University 1980 — 1984
BS, Electrical and Electronics Engineering
Igor Elman's Morgan Stanley Experience August 2014 - Present
Job Fixed Income Wealth Management, Associate
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney October 2011 - June 2012
ICAP North America June 2010 - September 2010
Creditex May 2008 - September 2008
Skills
SharePoint, Strategy, Financial Services, Series 7, Bonds, Capital Markets, Derivatives, Investments, Fixed Income, Finance, Trading, Portfolio Management, Financial Markets, Wealth Management, Securities
Education
Rutgers Business School 2007 — 2011
Finance/Economics
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney October 2011 - June 2012
ICAP North America June 2010 - September 2010
Creditex May 2008 - September 2008
Skills
SharePoint, Strategy, Financial Services, Series 7, Bonds, Capital Markets, Derivatives, Investments, Fixed Income, Finance, Trading, Portfolio Management, Financial Markets, Wealth Management, Securities
Education
Rutgers Business School 2007 — 2011
Finance/Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS