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
Ray Blanchard Ray Blanchard's Morgan Stanley Experience November 1996 - August 1997
Job Sr. Director, Head of Global Strategic Technology Partnerships, VMware
Industry Information Technology and Services
Experience
VMware November 2010 - Present
SAP September 2009 - October 2010
Saratoga Research & Investment Management March 2009 - September 2009
TrueDemand Software (Acq. by Acosta Sales & Marketing) March 2004 - March 2009
Mayfield Fund January 2004 - August 2004
SAP October 2001 - January 2004
Revolution Ventures December 2000 - January 2002
Needham & Company April 1999 - December 2000
J.P. Morgan August 1997 - March 1999
Morgan Stanley November 1996 - August 1997
Skills
GSD, SaaS, Enterprise Software, Cloud Computing, Corporate Finance, M&A execution, Venture Capital, Private Equity, Public Speaking, Published Author, Entrepreneurship, Mobile Devices, Business Alliances, Mobile Applications, Business Development, Business Strategy, Business Intelligence, Start-ups, Strategy, CRM, Go-to-market Strategy, Leadership, Operational Execution, Deal Execution, Program Management, Management, Business Process, Strategic Partnerships, Product Development, Corporate Development, Product Management, Competitive Analysis, Executive Management, Product Marketing, Mergers
Education
Harvard University 1990 — 1995
AB, Economics, Summa Cum Laude
Beijing International Studies University 1993 — 1994
Mandarin
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1993 — 1993
Econ/Parliamentary Reform
Semester at Sea ("SAS") 1992 — 1992
Econ
VMware November 2010 - Present
SAP September 2009 - October 2010
Saratoga Research & Investment Management March 2009 - September 2009
TrueDemand Software (Acq. by Acosta Sales & Marketing) March 2004 - March 2009
Mayfield Fund January 2004 - August 2004
SAP October 2001 - January 2004
Revolution Ventures December 2000 - January 2002
Needham & Company April 1999 - December 2000
J.P. Morgan August 1997 - March 1999
Morgan Stanley November 1996 - August 1997
Skills
GSD, SaaS, Enterprise Software, Cloud Computing, Corporate Finance, M&A execution, Venture Capital, Private Equity, Public Speaking, Published Author, Entrepreneurship, Mobile Devices, Business Alliances, Mobile Applications, Business Development, Business Strategy, Business Intelligence, Start-ups, Strategy, CRM, Go-to-market Strategy, Leadership, Operational Execution, Deal Execution, Program Management, Management, Business Process, Strategic Partnerships, Product Development, Corporate Development, Product Management, Competitive Analysis, Executive Management, Product Marketing, Mergers
Education
Harvard University 1990 — 1995
AB, Economics, Summa Cum Laude
Beijing International Studies University 1993 — 1994
Mandarin
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1993 — 1993
Econ/Parliamentary Reform
Semester at Sea ("SAS") 1992 — 1992
Econ
Pamela Shen Pamela Shen's Morgan Stanley Experience July 2009 - April 2011
Job Growth at Stripe
Industry Internet
Experience
Stripe June 2015 - Present
AOL Platforms May 2014 - May 2015
AOL Platforms October 2011 - April 2014
The Huffington Post May 2011 - September 2011
Morgan Stanley July 2009 - April 2011
ABC News June 2007 - August 2007
Skills
Digital Media, Business Strategy, Online Advertising, Digital Marketing, Strategy, Analytics, Marketing, Product Management, Digital Strategy, Business Operations, Product Marketing, Project Management, Marketing Strategy, Business Development, Competitive Analysis, Salesforce.com, Omniture, Photoshop, InDesign
Education
Yale University
BA
Beijing Normal University
Princeton in Beijing
Stripe June 2015 - Present
AOL Platforms May 2014 - May 2015
AOL Platforms October 2011 - April 2014
The Huffington Post May 2011 - September 2011
Morgan Stanley July 2009 - April 2011
ABC News June 2007 - August 2007
Skills
Digital Media, Business Strategy, Online Advertising, Digital Marketing, Strategy, Analytics, Marketing, Product Management, Digital Strategy, Business Operations, Product Marketing, Project Management, Marketing Strategy, Business Development, Competitive Analysis, Salesforce.com, Omniture, Photoshop, InDesign
Education
Yale University
BA
Beijing Normal University
Princeton in Beijing
Nancy Murray Nancy Murray's Morgan Stanley Experience December 1995 - April 2009
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2009 - Present
Morgan Stanley December 1995 - April 2009
Education
Baylor University 1981 — 1982
Master of Business Administration (M.B.A.), Finance and Economics
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Finance & Economics
RBC Wealth Management April 2009 - Present
Morgan Stanley December 1995 - April 2009
Education
Baylor University 1981 — 1982
Master of Business Administration (M.B.A.), Finance and Economics
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Finance & Economics
Irene Yartey Onyango, CFA Irene Yartey Onyango, CFA's Morgan Stanley Experience May 2012 - July 2013
Job Vice President, Strategic Product Mgmt Strategy & Innovation at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
Morgan Stanley May 2012 - July 2013
Morgan Stanley August 2010 - May 2012
J.P. Morgan Asset Management January 2008 - August 2008
J.P. Morgan Asset Management August 2005 - December 2007
J.P. Morgan Asset Management June 2004 - August 2004
Pan Reliance Capital Advisors June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Portfolio Management, Hedge Funds, Fixed Income, Finance, Derivatives, Strategy, Corporate Finance, Equity Capital Markets, Valuation, Capital Markets, Private Equity
Education
Kellogg School of Management, Northwestern University 2008 — 2010
Master of Business Administration (MBA), Finance
Bates College 2001 — 2005
Bachelor of Science (B.Sc.), Economics
University College London, U. of London 2004 — 2004
SOS- Hermann Gmeiner International College 1997 — 2001
International Baccalaureate Diploma
BlackRock August 2013 - Present
Morgan Stanley May 2012 - July 2013
Morgan Stanley August 2010 - May 2012
J.P. Morgan Asset Management January 2008 - August 2008
J.P. Morgan Asset Management August 2005 - December 2007
J.P. Morgan Asset Management June 2004 - August 2004
Pan Reliance Capital Advisors June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Portfolio Management, Hedge Funds, Fixed Income, Finance, Derivatives, Strategy, Corporate Finance, Equity Capital Markets, Valuation, Capital Markets, Private Equity
Education
Kellogg School of Management, Northwestern University 2008 — 2010
Master of Business Administration (MBA), Finance
Bates College 2001 — 2005
Bachelor of Science (B.Sc.), Economics
University College London, U. of London 2004 — 2004
SOS- Hermann Gmeiner International College 1997 — 2001
International Baccalaureate Diploma
Yuri Kaganovski Yuri Kaganovski's Morgan Stanley Experience June 2007 - February 2008
Job Risk and Control Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
Citi February 2008 - July 2014
S&P Capital IQ October 2012 - July 2013
Morgan Stanley June 2007 - February 2008
Depository Trust and Clearing February 2003 - June 2007
Bank of New York Mellon October 1998 - February 2003
Skills
Securities, Risk Management, Middle Office, Bonds, Business Process..., Financial Risk, Project Management, Equities, Fixed Income, Data Analysis, Automation, SWIFT messages, Operational Risk, Prime Brokerage, Outsourcing, Vendor Management, Corporate Actions, Onboarding, Bloomberg, Reuters, SQL, Financial Services, Business Analysis, Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan November 2014 - Present
Citi February 2008 - July 2014
S&P Capital IQ October 2012 - July 2013
Morgan Stanley June 2007 - February 2008
Depository Trust and Clearing February 2003 - June 2007
Bank of New York Mellon October 1998 - February 2003
Skills
Securities, Risk Management, Middle Office, Bonds, Business Process..., Financial Risk, Project Management, Equities, Fixed Income, Data Analysis, Automation, SWIFT messages, Operational Risk, Prime Brokerage, Outsourcing, Vendor Management, Corporate Actions, Onboarding, Bloomberg, Reuters, SQL, Financial Services, Business Analysis, Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Jason Pinkham Jason Pinkham's Morgan Stanley Experience September 2002 - May 2005
Job Partner at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners November 2010 - Present
Pittsburgh Pirates January 2007 - February 2010
Major League Baseball July 2006 - January 2007
Pittsburgh Pirates August 2005 - June 2006
Morgan Stanley September 2002 - May 2005
Education
Bates College 1998 — 2002
Bachelor's of Arts, Economics
Dynasty Financial Partners November 2010 - Present
Pittsburgh Pirates January 2007 - February 2010
Major League Baseball July 2006 - January 2007
Pittsburgh Pirates August 2005 - June 2006
Morgan Stanley September 2002 - May 2005
Education
Bates College 1998 — 2002
Bachelor's of Arts, Economics
Janet Wang Janet Wang's Morgan Stanley Experience January 1994 - January 1996
Job Global Ethics and Compliance Director at PwC
Industry Accounting
Experience
PwC US April 2012 - Present
Marsh August 2010 - April 2012
Manulife-Sinochem June 2006 - June 2010
John Hancock Financial Services January 2001 - June 2006
John Hancock Financial Services January 1996 - January 2001
Bank of America February 1996 - November 1996
Morgan Stanley January 1994 - January 1996
Skills
Risk Management, Anti-corruption, FCPA, AML, Due Diligence, Internal Controls, Internal Audit, Investment Compliance, Operations Management, Ethics
Education
Bentley College
Masters of Business Administration (MBA), Management Information Systems
The University of South Dakota
Bachelor of Science (BS), Finance
Beijing Normal University 1987 — 1989
English Literature
Sidwell Friends School 1986 — 1987
High School
北京师范大学第二附属中学
PwC US April 2012 - Present
Marsh August 2010 - April 2012
Manulife-Sinochem June 2006 - June 2010
John Hancock Financial Services January 2001 - June 2006
John Hancock Financial Services January 1996 - January 2001
Bank of America February 1996 - November 1996
Morgan Stanley January 1994 - January 1996
Skills
Risk Management, Anti-corruption, FCPA, AML, Due Diligence, Internal Controls, Internal Audit, Investment Compliance, Operations Management, Ethics
Education
Bentley College
Masters of Business Administration (MBA), Management Information Systems
The University of South Dakota
Bachelor of Science (BS), Finance
Beijing Normal University 1987 — 1989
English Literature
Sidwell Friends School 1986 — 1987
High School
北京师范大学第二附属中学
Vera Kharlip Vera Kharlip's Morgan Stanley Experience June 2010 - July 2014
Job Business Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds September 2014 - Present
Morgan Stanley June 2010 - July 2014
Citi 1998 - 2010
Solomon Smith Barney 1997 - 1998
Skills
Business Analysis, Software Project..., Data Warehousing, Software Development, SQL, SDLC, Requirements Analysis, DB2, Visio, Integration, Mainframe, Asset Management, Portfolio Management..., Risk Management, Quality Center, Microsoft Office, Project Management..., JIRA, Cognos, Microsoft SQL Server, Financial Services, Microsoft Excel, Financial Reporting, MS Office, Wealth Management..., Information Security, PowerBuilder, Business Requirements, Data Analysis, Planview
Education
Bryant & Stratton College - Buffalo 1993 — 1994
Associate's Degree, Accounting and Computer Science
On line learning, Skills Soft
Belaruski Dzjaržauny Ekanamièny Universitet
Bachelor's Degree, Economics
OppenheimerFunds September 2014 - Present
Morgan Stanley June 2010 - July 2014
Citi 1998 - 2010
Solomon Smith Barney 1997 - 1998
Skills
Business Analysis, Software Project..., Data Warehousing, Software Development, SQL, SDLC, Requirements Analysis, DB2, Visio, Integration, Mainframe, Asset Management, Portfolio Management..., Risk Management, Quality Center, Microsoft Office, Project Management..., JIRA, Cognos, Microsoft SQL Server, Financial Services, Microsoft Excel, Financial Reporting, MS Office, Wealth Management..., Information Security, PowerBuilder, Business Requirements, Data Analysis, Planview
Education
Bryant & Stratton College - Buffalo 1993 — 1994
Associate's Degree, Accounting and Computer Science
On line learning, Skills Soft
Belaruski Dzjaržauny Ekanamièny Universitet
Bachelor's Degree, Economics
Natasha Kang Natasha Kang's Morgan Stanley Experience March 2015 - June 2015
Job Public Interest Intern at American Bar Association, Section of International law
Industry Law Practice
Experience
NAACP June 2015 - Present
American Bar Association, Section of International law June 2015 - Present
UC Davis February 2013 - Present
Morgan Stanley March 2015 - June 2015
Penn Undergraduate Law Journal June 2014 - June 2015
Zolio Inc February 2015 - May 2015
ASUCD September 2013 - June 2014
Garamendi for Congress April 2014 - May 2014
Paul Cheng Law August 2013 - September 2013
Davis Political Review Magazine March 2013 - June 2013
Skills
Research, Legal Research, Online Research, Quantitative Research, Statistical Data..., Academic Writing, Microsoft Office, PowerPoint, Statistics, Training, Community Outreach
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Beijing Normal University 2014 — 2014
Chinese Language
University of California, Davis - School of Law 2014 — 2014
Pre-Law Boot Camp, Law
NAACP June 2015 - Present
American Bar Association, Section of International law June 2015 - Present
UC Davis February 2013 - Present
Morgan Stanley March 2015 - June 2015
Penn Undergraduate Law Journal June 2014 - June 2015
Zolio Inc February 2015 - May 2015
ASUCD September 2013 - June 2014
Garamendi for Congress April 2014 - May 2014
Paul Cheng Law August 2013 - September 2013
Davis Political Review Magazine March 2013 - June 2013
Skills
Research, Legal Research, Online Research, Quantitative Research, Statistical Data..., Academic Writing, Microsoft Office, PowerPoint, Statistics, Training, Community Outreach
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Beijing Normal University 2014 — 2014
Chinese Language
University of California, Davis - School of Law 2014 — 2014
Pre-Law Boot Camp, Law
Zoraida Morales-Rodriguez's Morgan Stanley Experience May 2003 - March 2009
Job Administrator
Industry Education Management
Experience
Rutgers University November 2013 - Present
Rutgers University February 2013 - October 2013
Rutgers University Foundation January 2012 - June 2012
Rutgers, The State University of New Jersey November 2011 - December 2011
Morgan Stanley May 2003 - March 2009
Morgan Stanley October 1997 - April 2004
JPMorgan January 1993 - December 1996
Ernst & Young July 1990 - December 1993
Skills
Office Management, Team Building, Staff Development, Financial Policies &..., Records Management, Meeting Planning, Corporate Events, English-Spanish, Doodle, Advance Web Access, Microsoft Excel, Microsoft Word, HRIS Database Management, Fundraising, Institutional..., Recruiting, Staffing Coordination, Project Management, Corporate Finance, Production Budgeting, PeopleSoft, Internet, Written & Oral..., Public Speaking, Program Development, Microsoft Office, Performance Management, Mergers, New Hire Orientations, Onboarding, Event Management, Employee Relations, Interviews, Human Resources, Higher Education, Accounting, Office Administration, Course scheduling, Department Budget..., Sabbatical leaves, Hiring Foreign Nationals, Professional Services..., Foreign Wire Transfers, Supervisory Experience, Academic Administration, Research, Management, Event Planning, Customer Service, PowerPoint
Education
Florida Institute of Technology 2008 — 2014
Candidate for B.A.
Laguardia Community College 1989 — 1992
A.S.
City University of New York-Baruch College 1981 — 1990
none
Rutgers University November 2013 - Present
Rutgers University February 2013 - October 2013
Rutgers University Foundation January 2012 - June 2012
Rutgers, The State University of New Jersey November 2011 - December 2011
Morgan Stanley May 2003 - March 2009
Morgan Stanley October 1997 - April 2004
JPMorgan January 1993 - December 1996
Ernst & Young July 1990 - December 1993
Skills
Office Management, Team Building, Staff Development, Financial Policies &..., Records Management, Meeting Planning, Corporate Events, English-Spanish, Doodle, Advance Web Access, Microsoft Excel, Microsoft Word, HRIS Database Management, Fundraising, Institutional..., Recruiting, Staffing Coordination, Project Management, Corporate Finance, Production Budgeting, PeopleSoft, Internet, Written & Oral..., Public Speaking, Program Development, Microsoft Office, Performance Management, Mergers, New Hire Orientations, Onboarding, Event Management, Employee Relations, Interviews, Human Resources, Higher Education, Accounting, Office Administration, Course scheduling, Department Budget..., Sabbatical leaves, Hiring Foreign Nationals, Professional Services..., Foreign Wire Transfers, Supervisory Experience, Academic Administration, Research, Management, Event Planning, Customer Service, PowerPoint
Education
Florida Institute of Technology 2008 — 2014
Candidate for B.A.
Laguardia Community College 1989 — 1992
A.S.
City University of New York-Baruch College 1981 — 1990
none
Lauren Bovard Lauren Bovard's Morgan Stanley Experience September 2015 - Present
Job Private Equity Analyst at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley September 2015 - Present
AltEquity LLC September 2014 - December 2014
Open Society Foundations July 2014 - August 2014
Novidam Capital LLC July 2014 - August 2014
Powergrid Corporation of India Ltd June 2013 - August 2013
Lazard May 2012 - July 2012
Skills
Foreign Languages, PowerPoint, Excel, Bloomberg Terminal, DCF Valuation, Finance, Analysis, Microsoft Excel, Economics
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies; Political Science; East Asian Studies, Senior; 3.7 GPA
Lomonosov Moscow State University (MSU) 2013 — 2014
Russian Language and Literature
Beijing Language and Culture University 2010 — 2011
Chinese Language and Literature
Morgan Stanley September 2015 - Present
AltEquity LLC September 2014 - December 2014
Open Society Foundations July 2014 - August 2014
Novidam Capital LLC July 2014 - August 2014
Powergrid Corporation of India Ltd June 2013 - August 2013
Lazard May 2012 - July 2012
Skills
Foreign Languages, PowerPoint, Excel, Bloomberg Terminal, DCF Valuation, Finance, Analysis, Microsoft Excel, Economics
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies; Political Science; East Asian Studies, Senior; 3.7 GPA
Lomonosov Moscow State University (MSU) 2013 — 2014
Russian Language and Literature
Beijing Language and Culture University 2010 — 2011
Chinese Language and Literature
scott worrell's Morgan Stanley Experience 1991 - 2001
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2001 - Present
Morgan Stanley 1991 - 2001
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Investment Advisory, Series 7, Series 63, Wealth Management..., Investments, Estate Planning, Asset Allocation
Education
Baylor University - Hankamer School of Business 1981 — 1985
Wells Fargo Advisors, LLC 2001 - Present
Morgan Stanley 1991 - 2001
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Investment Advisory, Series 7, Series 63, Wealth Management..., Investments, Estate Planning, Asset Allocation
Education
Baylor University - Hankamer School of Business 1981 — 1985
Natallia Khatkouskaya Natallia Khatkouskaya's Morgan Stanley Experience April 2015 - Present
Job Sourcing Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
Unilever May 2014 - February 2015
uTest December 2012 - May 2014
Ken Craft Inc October 2013 - April 2014
Huawei May 2009 - August 2012
Professional Radiosystems Ltd. August 2006 - September 2008
Skills
Procurement, Sourcing, Vendor Management, Contract Management, Negotiations, Key Performance..., Negotiation, RFQ, Telecommunications, SAP, Purchase Orders, Integration, Lotus Domino, EDI, Gentran, MS Excel, MS Project, SQL, 3G, BSS, UMTS, SDH, GSM, IP, Wireless
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 2001 — 2006
Engineer of Telecommunications, Telecommunications, Bachelor of Science
lyceum #1
Morgan Stanley April 2015 - Present
Unilever May 2014 - February 2015
uTest December 2012 - May 2014
Ken Craft Inc October 2013 - April 2014
Huawei May 2009 - August 2012
Professional Radiosystems Ltd. August 2006 - September 2008
Skills
Procurement, Sourcing, Vendor Management, Contract Management, Negotiations, Key Performance..., Negotiation, RFQ, Telecommunications, SAP, Purchase Orders, Integration, Lotus Domino, EDI, Gentran, MS Excel, MS Project, SQL, 3G, BSS, UMTS, SDH, GSM, IP, Wireless
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 2001 — 2006
Engineer of Telecommunications, Telecommunications, Bachelor of Science
lyceum #1
Estella LIU Estella LIU's Morgan Stanley Experience May 2014 - Present
Job Trading support at Morgan Stanley
Industry Financial Services
Experience
Confidential February 2015 - Present
Morgan Stanley May 2014 - Present
wallstreetmoney.info August 2013 - October 2013
FuturMaster March 2011 - July 2012
INRIA May 2010 - July 2010
Laboratoire G-SCOP Grenoble February 2009 - June 2009
Perfect World Co., Ltd. February 2008 - August 2008
ShanDa Interactive Entertainment Ltd. July 2005 - October 2006
Skills
C++, SQL, VBA, Valuation, Equity Research, M&A analysis, Financial Analysis, SPSS, Financial Modeling, Algorithms
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance
Université Pierre et Marie Curie (Paris VI) 2009 — 2010
Master of Science (MS), Applied Mathematics
Université Joseph Fourier (Grenoble I) 2008 — 2009
Master of Science (MS), Operations Research
Beijing Jiaotong University 2001 — 2005
Bachelor's degree, Computer Science
Confidential February 2015 - Present
Morgan Stanley May 2014 - Present
wallstreetmoney.info August 2013 - October 2013
FuturMaster March 2011 - July 2012
INRIA May 2010 - July 2010
Laboratoire G-SCOP Grenoble February 2009 - June 2009
Perfect World Co., Ltd. February 2008 - August 2008
ShanDa Interactive Entertainment Ltd. July 2005 - October 2006
Skills
C++, SQL, VBA, Valuation, Equity Research, M&A analysis, Financial Analysis, SPSS, Financial Modeling, Algorithms
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance
Université Pierre et Marie Curie (Paris VI) 2009 — 2010
Master of Science (MS), Applied Mathematics
Université Joseph Fourier (Grenoble I) 2008 — 2009
Master of Science (MS), Operations Research
Beijing Jiaotong University 2001 — 2005
Bachelor's degree, Computer Science
Lin Liu Lin Liu's Morgan Stanley Experience September 2008 - September 2009
Job Director of Global Business at FigureFinance
Industry Financial Services
Experience
FigureFinance October 2014 - Present
OANDA/Currensee May 2010 - October 2014
Sharon Merrill Associates March 2010 - July 2010
Morgan Stanley September 2008 - September 2009
Xinhua News Agency December 2006 - June 2007
Siemens Ltd. October 2006 - December 2006
Skills
Piano, Russian, Financial modeling, Investments, Valuation, Emerging Markets, Social Media, Strategic Planning, Financial Modeling, Portfolio Management, Dependable Team Player, Hedge Funds, Highly motivated..., Strategy
Education
Emerson College 2009 — 2010
Master's degree
Central European University 2007 — 2008
Master's degree
Beijing International Studies University 2003 — 2007
BA
Moscow State University of International Relations 2006 — 2006
Russian
FigureFinance October 2014 - Present
OANDA/Currensee May 2010 - October 2014
Sharon Merrill Associates March 2010 - July 2010
Morgan Stanley September 2008 - September 2009
Xinhua News Agency December 2006 - June 2007
Siemens Ltd. October 2006 - December 2006
Skills
Piano, Russian, Financial modeling, Investments, Valuation, Emerging Markets, Social Media, Strategic Planning, Financial Modeling, Portfolio Management, Dependable Team Player, Hedge Funds, Highly motivated..., Strategy
Education
Emerson College 2009 — 2010
Master's degree
Central European University 2007 — 2008
Master's degree
Beijing International Studies University 2003 — 2007
BA
Moscow State University of International Relations 2006 — 2006
Russian
Thomas Rizzolo Thomas Rizzolo's Morgan Stanley Experience June 1997 - March 2000
Job UX Researcher, Marketing at Salesforce
Industry Information Services
Experience
Salesforce December 2014 - Present
The Art Institute of California - San Francisco April 2012 - December 2014
San Francisco State University August 2009 - May 2011
Beijing Language and Culture University January 2005 - May 2005
City College of New York August 2001 - May 2003
Focus Suites of New York June 2000 - August 2001
Morgan Stanley June 1997 - March 2000
Skills
SAS, Omniture, Statistical Modeling, Data Analysis, Curriculum Development, Data Modeling, Microsoft Office, Microsoft Excel, C++, Big Data, Mathematics Education, Lesson Planning, College Teaching, Mathematics, LaTeX, Statistics, Research, Qualitative Research, Digital Marketing
Education
San Francisco State University 2008 — 2011
MA, Mathematics
Beijing Language and Culture University 2003 — 2005
Chinese (Mandarin)
Pace University 1999 — 2001
Bachelor's Degree, Mathematics
Salesforce December 2014 - Present
The Art Institute of California - San Francisco April 2012 - December 2014
San Francisco State University August 2009 - May 2011
Beijing Language and Culture University January 2005 - May 2005
City College of New York August 2001 - May 2003
Focus Suites of New York June 2000 - August 2001
Morgan Stanley June 1997 - March 2000
Skills
SAS, Omniture, Statistical Modeling, Data Analysis, Curriculum Development, Data Modeling, Microsoft Office, Microsoft Excel, C++, Big Data, Mathematics Education, Lesson Planning, College Teaching, Mathematics, LaTeX, Statistics, Research, Qualitative Research, Digital Marketing
Education
San Francisco State University 2008 — 2011
MA, Mathematics
Beijing Language and Culture University 2003 — 2005
Chinese (Mandarin)
Pace University 1999 — 2001
Bachelor's Degree, Mathematics
Daniel Welch's Morgan Stanley Experience July 2014 - Present
Job Investment Banking Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Tuo ( Sara ) Li Tuo ( Sara ) Li's Morgan Stanley Experience July 2015 - Present
Job Internship at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
OwlSpark May 2013 - August 2013
Lab-on-a-Chip Sensor Technologies Laboratory January 2013 - May 2013
Skills
Matlab, Cell Culture, Biotechnology, Biomedical Engineering, Biochemistry, Molecular Biology, Microsoft Excel, Microscopy, Microsoft Office, HPLC, PCR, PowerPoint, Gel Electrophoresis, Microsoft Word, Solidworks, R, SAS, VBA, Bloomberg, Python
Education
Rice University 2014 — 2015
Master’s Degree, Statistics, 3.8
Rice University 2012 — 2014
Master's degree, Bioengineering and Biomedical Engineering
Beihang University 2008 — 2012
Bachelor's degree, Bioengineering and Biomedical Engineering, 3.6
Morgan Stanley July 2015 - Present
OwlSpark May 2013 - August 2013
Lab-on-a-Chip Sensor Technologies Laboratory January 2013 - May 2013
Skills
Matlab, Cell Culture, Biotechnology, Biomedical Engineering, Biochemistry, Molecular Biology, Microsoft Excel, Microscopy, Microsoft Office, HPLC, PCR, PowerPoint, Gel Electrophoresis, Microsoft Word, Solidworks, R, SAS, VBA, Bloomberg, Python
Education
Rice University 2014 — 2015
Master’s Degree, Statistics, 3.8
Rice University 2012 — 2014
Master's degree, Bioengineering and Biomedical Engineering
Beihang University 2008 — 2012
Bachelor's degree, Bioengineering and Biomedical Engineering, 3.6
Kate Pereira's Morgan Stanley Experience August 2014 - Present
Job NonProducing Branch Manager Assistant
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Kiva Systems - Subsidiary of Amazon.com March 2013 - August 2014
Cambridge Landscape Co. Inc. May 2012 - March 2013
Pyara spa and salon June 2010 - May 2012
Skills
Finance, Accounting, Customer Service, Communication, Accounts Payable, Accounts Receivable, Payroll, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, microsoft outlook, adobe reader, Syteline ERP, OpenAir, Cisco Wireless, AnyConnect, Symantec Endpoint..., Paychex, General Ledger, Confidentiality, Expense Reports, ADP Payroll, Spreadsheets, Month End Close, Outlook, Accruals, Invoicing, Expenses, Balance, Payments, QuickBooks, Financial Reporting, Account Reconciliation, Invoice Processing, Cash Receipts, Bookkeeping, Bank Reconciliation, Journal Entries, Payroll Taxes, Pivot Tables, Employee Benefits, Office Administration, Data Entry, Filing, Cash Flow, Lotus Notes, Office Management, Cash Management
Education
Southern New Hampshire University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Human Resource Management
Cathrine Hinds Institute of Esthetics / Master Esthetician 2009 — 2011
Master Esthetician, Esthetics
Bay State College 2005 — 2007
Associate's degree, Accounting and Finance
Morgan Stanley August 2014 - Present
Kiva Systems - Subsidiary of Amazon.com March 2013 - August 2014
Cambridge Landscape Co. Inc. May 2012 - March 2013
Pyara spa and salon June 2010 - May 2012
Skills
Finance, Accounting, Customer Service, Communication, Accounts Payable, Accounts Receivable, Payroll, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, microsoft outlook, adobe reader, Syteline ERP, OpenAir, Cisco Wireless, AnyConnect, Symantec Endpoint..., Paychex, General Ledger, Confidentiality, Expense Reports, ADP Payroll, Spreadsheets, Month End Close, Outlook, Accruals, Invoicing, Expenses, Balance, Payments, QuickBooks, Financial Reporting, Account Reconciliation, Invoice Processing, Cash Receipts, Bookkeeping, Bank Reconciliation, Journal Entries, Payroll Taxes, Pivot Tables, Employee Benefits, Office Administration, Data Entry, Filing, Cash Flow, Lotus Notes, Office Management, Cash Management
Education
Southern New Hampshire University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Human Resource Management
Cathrine Hinds Institute of Esthetics / Master Esthetician 2009 — 2011
Master Esthetician, Esthetics
Bay State College 2005 — 2007
Associate's degree, Accounting and Finance
Viktoria Prigarina Viktoria Prigarina's Morgan Stanley Experience 2002 - 2004
Job Executive Business Development Specialist
Industry Financial Services
Experience
SPX Capital 2012 - 2013
ICAP 2009 - 2010
Barclays Capital June 2006 - August 2008
Deutsche Bank August 2004 - July 2005
Morgan Stanley 2002 - 2004
Skills
Derivatives, Emerging Markets, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Portfolio Management, Bloomberg, Alternative Investments, Corporate Finance, Asset Management, Options, Commodity, FX Options, Trading, Investments, Equities, Equity Derivatives, Credit Derivatives, Latin America, Asset Allocation, Institutional Trading, Business Development, Capital Raising, Marketing, Key Account Management, Pension Funds, Endowments, Foundations, Family Office, Fund Of Funds, Global Macro, ETFs, Series 3, Series 7, Series 63, CFA Level 1, French, Brazilian Portuguese, Russian, Spanish, Foreign Exchange, Risk Management
Education
Columbia University in the City of New York 2005 — 2007
Masters of Mathmatics of Finance, Mathematics and Financial Engineering
City University of New York-Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Economics and Finance
Université Paris Dauphine 1998 — 1999
International Capital Markets
SPX Capital 2012 - 2013
ICAP 2009 - 2010
Barclays Capital June 2006 - August 2008
Deutsche Bank August 2004 - July 2005
Morgan Stanley 2002 - 2004
Skills
Derivatives, Emerging Markets, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Portfolio Management, Bloomberg, Alternative Investments, Corporate Finance, Asset Management, Options, Commodity, FX Options, Trading, Investments, Equities, Equity Derivatives, Credit Derivatives, Latin America, Asset Allocation, Institutional Trading, Business Development, Capital Raising, Marketing, Key Account Management, Pension Funds, Endowments, Foundations, Family Office, Fund Of Funds, Global Macro, ETFs, Series 3, Series 7, Series 63, CFA Level 1, French, Brazilian Portuguese, Russian, Spanish, Foreign Exchange, Risk Management
Education
Columbia University in the City of New York 2005 — 2007
Masters of Mathmatics of Finance, Mathematics and Financial Engineering
City University of New York-Baruch College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Economics and Finance
Université Paris Dauphine 1998 — 1999
International Capital Markets
Vasi Ardelean Vasi Ardelean's Morgan Stanley Experience April 2012 - October 2013
Job US Treasuries Repo Trader
Industry Capital Markets
Experience
Barclays Investment Bank November 2013 - Present
Morgan Stanley April 2012 - October 2013
Morgan Stanley May 2011 - March 2012
Morgan Stanley October 2008 - May 2011
Morgan Stanley October 2007 - October 2008
Skills
Risk, Compliance, Data Analysis, Data Modeling, Performance Dashboards, KPI Dashboards, QlikView, SQL, Operational Risk..., Technology Risk, Data Analytics, VBA, Financial Risk, Business Analysis, Operational Risk, Risk Management, Analysis, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
CIS
2000 — 2005
BS, CIS/economics
Barclays Investment Bank November 2013 - Present
Morgan Stanley April 2012 - October 2013
Morgan Stanley May 2011 - March 2012
Morgan Stanley October 2008 - May 2011
Morgan Stanley October 2007 - October 2008
Skills
Risk, Compliance, Data Analysis, Data Modeling, Performance Dashboards, KPI Dashboards, QlikView, SQL, Operational Risk..., Technology Risk, Data Analytics, VBA, Financial Risk, Business Analysis, Operational Risk, Risk Management, Analysis, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
CIS
2000 — 2005
BS, CIS/economics
Csaba Abonyi Csaba Abonyi's Morgan Stanley Experience January 2015 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Corning Incorporated December 2013 - January 2015
Corning Incorporated July 2013 - December 2013
Skills
International Relations, Finance, Language Skills, SAP, SOX Audit, High Analytical Skills, MS Office, Energy Policy, US GAAP
Education
Belarusian State University 2014 — 2014
летний университет, Summer University
University of Szeged 2010 — 2013
Bachelor's degree, Accounting and Finance
Université de Liège 2012 — 2013
Erasmus Program, Commerce Exterieur
Hogeschool Rotterdam 2012 — 2012
International Project
Morgan Stanley January 2015 - Present
Corning Incorporated December 2013 - January 2015
Corning Incorporated July 2013 - December 2013
Skills
International Relations, Finance, Language Skills, SAP, SOX Audit, High Analytical Skills, MS Office, Energy Policy, US GAAP
Education
Belarusian State University 2014 — 2014
летний университет, Summer University
University of Szeged 2010 — 2013
Bachelor's degree, Accounting and Finance
Université de Liège 2012 — 2013
Erasmus Program, Commerce Exterieur
Hogeschool Rotterdam 2012 — 2012
International Project
Lance Myers, CPA, CMA Lance Myers, CPA, CMA's Morgan Stanley Experience May 2007 - August 2007
Job Senior Associate Transaction Services at KPMG
Industry Accounting
Experience
KPMG November 2013 - Present
KPMG October 2011 - November 2013
Highland Capital Management, L.P. August 2011 - September 2011
KPMG January 2010 - May 2010
Saville, Dodgen & Co. July 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Auditing, Finance, Financial Analysis, Due Diligence, Accounting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Audits, Economic Research, Variance Analysis, Financial Statement..., Managerial Accounting..., Financial Analysis and..., Financial Planning, Corporate Finance, Managerial Finance, Managerial Skills, Cost Accounting, Economic Modeling, Strategic Consulting, Maintaining Strong..., Mergers & Acquisitions, Transaction Advisory..., Financial Transactions, Business Transactions
Education
Baylor University - Hankamer School of Business 2010 — 2011
Masters of Accountancy, Concentration in Finance
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Accounting
KPMG November 2013 - Present
KPMG October 2011 - November 2013
Highland Capital Management, L.P. August 2011 - September 2011
KPMG January 2010 - May 2010
Saville, Dodgen & Co. July 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Auditing, Finance, Financial Analysis, Due Diligence, Accounting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Audits, Economic Research, Variance Analysis, Financial Statement..., Managerial Accounting..., Financial Analysis and..., Financial Planning, Corporate Finance, Managerial Finance, Managerial Skills, Cost Accounting, Economic Modeling, Strategic Consulting, Maintaining Strong..., Mergers & Acquisitions, Transaction Advisory..., Financial Transactions, Business Transactions
Education
Baylor University - Hankamer School of Business 2010 — 2011
Masters of Accountancy, Concentration in Finance
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Accounting
Jerry Elliott Jerry Elliott's Morgan Stanley Experience 1996 - 2001
Job CEO | President for wireless, data, communications services and infrastructure companies
Industry Telecommunications
Experience
Leap Wireless April 2012 - April 2014
The Weather Company December 2009 - April 2012
Virgin Media December 2008 - June 2009
Global Signal 2006 - 2007
Frontier Communications 2001 - 2006
Morgan Stanley 1996 - 2001
Shearman & Sterling LLP 1987 - 1996
Arthur Andersen 1984 - 1986
Skills
Corporate Finance, Private Equity, Risk Management, Mergers, Finance, Mergers & Acquisitions, Investment Banking, Process Improvement, Strategy, Investments, New Business Development, Forecasting, Strategic Planning, Sarbanes-Oxley Act, Strategic Financial..., Due Diligence, Analysis, Accounting, Leadership, Management, Investor Relations, Outsourcing, Analytics, Executive Management, Mobile Devices, Integration
Education
New York University School of Law
LL.M., Taxation, Graduate Tax Program
Baylor University School of Law
J.D., tax
Baylor University
B.B.A., Double Major: Accounting & Finance
Leap Wireless April 2012 - April 2014
The Weather Company December 2009 - April 2012
Virgin Media December 2008 - June 2009
Global Signal 2006 - 2007
Frontier Communications 2001 - 2006
Morgan Stanley 1996 - 2001
Shearman & Sterling LLP 1987 - 1996
Arthur Andersen 1984 - 1986
Skills
Corporate Finance, Private Equity, Risk Management, Mergers, Finance, Mergers & Acquisitions, Investment Banking, Process Improvement, Strategy, Investments, New Business Development, Forecasting, Strategic Planning, Sarbanes-Oxley Act, Strategic Financial..., Due Diligence, Analysis, Accounting, Leadership, Management, Investor Relations, Outsourcing, Analytics, Executive Management, Mobile Devices, Integration
Education
New York University School of Law
LL.M., Taxation, Graduate Tax Program
Baylor University School of Law
J.D., tax
Baylor University
B.B.A., Double Major: Accounting & Finance
Christopher Hougland's Morgan Stanley Experience 2007 - November 2009
Job Fundamental Investment Analyst
Industry Financial Services
Experience
Port Meadow Capital Management October 2014 - March 2015
Anchorage Capital June 2012 - July 2014
Credit Suisse September 2010 - May 2012
Newedge November 2009 - July 2010
Morgan Stanley 2007 - November 2009
Andesite LLC June 2006 - August 2006
AmCham Shanghai March 2005 - July 2005
Skills
Fixed Income, Equities, Valuation, Bonds, Financial Structuring, High Yield, Debt Restructuring, Investment Banking, Capital Markets, Financial Modeling, Hedge Funds, Credit, Bloomberg, Emerging Markets, Alternative Investments, Corporate Finance, Multilingual
Education
The University of Tokyo 2006 — 2007
Harvard Yenching Institute Fellowship
Harvard University 2002 — 2006
BA, East Asian Studies: China Social Sciences
Fudan University 2004 — 2005
Harvard-Yenching Center Fellowship
Beijing Language and Culture University 2002 — 2002
Certificate in Mandarin
Maxwell 1997 — 2001
British Columbia Provincial Diploma
Port Meadow Capital Management October 2014 - March 2015
Anchorage Capital June 2012 - July 2014
Credit Suisse September 2010 - May 2012
Newedge November 2009 - July 2010
Morgan Stanley 2007 - November 2009
Andesite LLC June 2006 - August 2006
AmCham Shanghai March 2005 - July 2005
Skills
Fixed Income, Equities, Valuation, Bonds, Financial Structuring, High Yield, Debt Restructuring, Investment Banking, Capital Markets, Financial Modeling, Hedge Funds, Credit, Bloomberg, Emerging Markets, Alternative Investments, Corporate Finance, Multilingual
Education
The University of Tokyo 2006 — 2007
Harvard Yenching Institute Fellowship
Harvard University 2002 — 2006
BA, East Asian Studies: China Social Sciences
Fudan University 2004 — 2005
Harvard-Yenching Center Fellowship
Beijing Language and Culture University 2002 — 2002
Certificate in Mandarin
Maxwell 1997 — 2001
British Columbia Provincial Diploma
Paul Loyless Paul Loyless's Morgan Stanley Experience 1999 - September 2001
Job Church Relations Regional Director at Compassion International
Industry Nonprofit Organization Management
Experience
Compassion International August 2012 - Present
d2design October 2001 - June 2012
Morgan Stanley 1999 - September 2001
Details Communications 1998 - 1999
Dallas Baptist University 1997 - 1998
Skills
Product Development, Business Development, Marketing, Strategic Planning, Marketing Strategy, Social Media Marketing, Marketing Communications, Sales, Social Media, New Business Development, Online Advertising, Public Speaking, Financial Analysis, Account Management, Fundraising, Management, Leadership, Strategy, Leadership Development
Education
Baylor University 1995 — 1997
MSEd, Higher Education - Advancement/Development
University of Mary Hardin-Baylor 1992 — 1995
BS, Theology & Psychology
Compassion International August 2012 - Present
d2design October 2001 - June 2012
Morgan Stanley 1999 - September 2001
Details Communications 1998 - 1999
Dallas Baptist University 1997 - 1998
Skills
Product Development, Business Development, Marketing, Strategic Planning, Marketing Strategy, Social Media Marketing, Marketing Communications, Sales, Social Media, New Business Development, Online Advertising, Public Speaking, Financial Analysis, Account Management, Fundraising, Management, Leadership, Strategy, Leadership Development
Education
Baylor University 1995 — 1997
MSEd, Higher Education - Advancement/Development
University of Mary Hardin-Baylor 1992 — 1995
BS, Theology & Psychology
Luke Davis Luke Davis's Morgan Stanley Experience June 2013 - April 2014
Job Manager of Finance at PennTex Midstream Partners
Industry Oil & Energy
Experience
PennTex Midstream Partners, LLC April 2014 - Present
Morgan Stanley June 2013 - April 2014
KPMG January 2011 - May 2013
Education
Baylor University 2006 — 2010
BBA, Finance and Accounting
PennTex Midstream Partners, LLC April 2014 - Present
Morgan Stanley June 2013 - April 2014
KPMG January 2011 - May 2013
Education
Baylor University 2006 — 2010
BBA, Finance and Accounting
Yishan Chi Yishan Chi's Morgan Stanley Experience August 2012 - August 2013
Job Associate Product Controller at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
MarkitSERV September 2013 - August 2014
Morgan Stanley August 2012 - August 2013
Depository Trust & Clearing Corporation May 2011 - July 2012
Aegis Capital June 2010 - September 2010
Skills
Financial Planning, VBA, Derivatives, Access, Bloomberg Terminal, Bloomberg, SDLC, Portfolio Management, Investments, Microsoft SQL Server, Fixed Income, Asset Management, Microsoft Excel, Settlement, Fund Administration, Equities, Mutual Funds, ETFs, R, Matlab, Excel, Clearing, Swaps, Corporate Actions, Securities, Business Analysis, Financial Risk
Education
Clark University 2009 — 2011
Master of Science in Finance, Finance
Beijing International Studies University 2005 — 2009
Bachelor of Arts in English Language and Literature, English Language and Literature
J.P. Morgan August 2014 - Present
MarkitSERV September 2013 - August 2014
Morgan Stanley August 2012 - August 2013
Depository Trust & Clearing Corporation May 2011 - July 2012
Aegis Capital June 2010 - September 2010
Skills
Financial Planning, VBA, Derivatives, Access, Bloomberg Terminal, Bloomberg, SDLC, Portfolio Management, Investments, Microsoft SQL Server, Fixed Income, Asset Management, Microsoft Excel, Settlement, Fund Administration, Equities, Mutual Funds, ETFs, R, Matlab, Excel, Clearing, Swaps, Corporate Actions, Securities, Business Analysis, Financial Risk
Education
Clark University 2009 — 2011
Master of Science in Finance, Finance
Beijing International Studies University 2005 — 2009
Bachelor of Arts in English Language and Literature, English Language and Literature
Nan Yu Nan Yu's Morgan Stanley Experience April 2012 - June 2012
Job Software Engineer at IBM
Industry Computer Software
Experience
IBM June 2014 - Present
Penn State University August 2012 - May 2014
Morgan Stanley April 2012 - June 2012
IBM July 2011 - September 2011
Baidu, Inc. June 2010 - July 2010
IBM June 2009 - November 2009
Exoweb July 2008 - September 2008
Skills
Java, SQL, Eclipse, JSP, HTML+CSS, JavaScript, jQuery, Linux, C++
Education
Penn State University 2012 — 2014
Master's degree, Computer and Information Sciences and Support Services
Beijing University of Post and Telecommunications 2009 — 2012
Master's degree, Computer Science
Beijing University of Post and Telecommunications 2005 — 2009
Bachelor's degree, Computer Science
IBM June 2014 - Present
Penn State University August 2012 - May 2014
Morgan Stanley April 2012 - June 2012
IBM July 2011 - September 2011
Baidu, Inc. June 2010 - July 2010
IBM June 2009 - November 2009
Exoweb July 2008 - September 2008
Skills
Java, SQL, Eclipse, JSP, HTML+CSS, JavaScript, jQuery, Linux, C++
Education
Penn State University 2012 — 2014
Master's degree, Computer and Information Sciences and Support Services
Beijing University of Post and Telecommunications 2009 — 2012
Master's degree, Computer Science
Beijing University of Post and Telecommunications 2005 — 2009
Bachelor's degree, Computer Science
Jason Luksa Jason Luksa's Morgan Stanley Experience February 1999 - January 2000
Job Sales Field Instrumentation at Puffer Sweiven
Industry Oil & Energy
Experience
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
VENUS TILLEY VENUS TILLEY's Morgan Stanley Experience August 2012 - May 2015
Job Real Estate Agent at Katz Realty
Industry Financial Services
Experience
Birkat Realty August 2015 - Present
5LINX Enterprises Inc. December 2009 - Present
Katz Realty July 2015 - July 2015
Vasquez & Associates Real Estate Inc January 2015 - June 2015
Morgan Stanley August 2012 - May 2015
Rapid Realty January 2013 - September 2014
BNY Mellon Inc September 2008 - June 2010
Merrill Lynch Inc June 2006 - September 2008
American International Group Inc June 2002 - June 2006
UBS PaineWebber Inc October 2000 - April 2002
Skills
Entrepreneurship, Social Media, Social Media Marketing, Online Advertising, Administrative..., Spreadsheets, Data Entry, Outlook, PeopleSoft, Telecommunications, Expenses, Lotus Notes, Office Management, Fax, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Invoicing, Microsoft Office, Access, Marketing, Nonprofits, Social Networking, Training, Administrative..., Public Speaking, Sales
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Associate's degree, Psychology
Birkat Realty August 2015 - Present
5LINX Enterprises Inc. December 2009 - Present
Katz Realty July 2015 - July 2015
Vasquez & Associates Real Estate Inc January 2015 - June 2015
Morgan Stanley August 2012 - May 2015
Rapid Realty January 2013 - September 2014
BNY Mellon Inc September 2008 - June 2010
Merrill Lynch Inc June 2006 - September 2008
American International Group Inc June 2002 - June 2006
UBS PaineWebber Inc October 2000 - April 2002
Skills
Entrepreneurship, Social Media, Social Media Marketing, Online Advertising, Administrative..., Spreadsheets, Data Entry, Outlook, PeopleSoft, Telecommunications, Expenses, Lotus Notes, Office Management, Fax, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Invoicing, Microsoft Office, Access, Marketing, Nonprofits, Social Networking, Training, Administrative..., Public Speaking, Sales
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Associate's degree, Psychology
Tommy Saxon Tommy Saxon's Morgan Stanley Experience 1996 - 2000
Job Holmes Murphy & Associates
Industry Insurance
Experience
Holmes Murphy & Associates September 2011 - Present
Bridge Insurance Partners October 2007 - September 2011
Heraeus Medical 2000 - 2003
Morgan Stanley 1996 - 2000
Momentum Worldwide 1993 - 1996
Education
Baylor University - Hankamer School of Business 1989 — 1993
Holmes Murphy & Associates September 2011 - Present
Bridge Insurance Partners October 2007 - September 2011
Heraeus Medical 2000 - 2003
Morgan Stanley 1996 - 2000
Momentum Worldwide 1993 - 1996
Education
Baylor University - Hankamer School of Business 1989 — 1993
Maxim Afanasiev Maxim Afanasiev's Morgan Stanley Experience July 2013 - Present
Job Sen. Software Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
BNC National Bank September 2011 - July 2013
RBC Royal Bank January 2010 - August 2011
Banalogic Corp. June 2010 - December 2010
Digital Rapids Corp November 2008 - March 2009
Dundee Securities April 2008 - September 2008
Compuware Corporation March 2003 - April 2008
SCII.net, La Société Générale August 2001 - March 2003
GemPlus Canada Inc., Montreal August 2000 - June 2001
Bell ActiMedia, Montreal June 1998 - August 2000
Skills
Hibernate, JUnit, UML, Java, AJAX, SQL, JavaScript, Linux, Application Development, Eclipse, EJB, J2EE, Web Services, Tomcat, Spring, Struts, XML, JSP, Agile, TDD, Integration, Websphere, Weblogic, Ant, Architecture, jQuery, HTML, SOAP, SDLC, MySQL, SOA, Unix, JSF, DB2, JDBC, Subversion, CVS, C++, JAXB, XSL, Servlets, JMS, Design Patterns, SQL Server, Maven, Databases, XSLT, Java Enterprise Edition, Agile Methodologies, WebSphere Application...
Education
Bauman Moscow State Technical University 1985 — 1991
Honours degree in electrical engineering, Automatic Control Systems
Morgan Stanley July 2013 - Present
BNC National Bank September 2011 - July 2013
RBC Royal Bank January 2010 - August 2011
Banalogic Corp. June 2010 - December 2010
Digital Rapids Corp November 2008 - March 2009
Dundee Securities April 2008 - September 2008
Compuware Corporation March 2003 - April 2008
SCII.net, La Société Générale August 2001 - March 2003
GemPlus Canada Inc., Montreal August 2000 - June 2001
Bell ActiMedia, Montreal June 1998 - August 2000
Skills
Hibernate, JUnit, UML, Java, AJAX, SQL, JavaScript, Linux, Application Development, Eclipse, EJB, J2EE, Web Services, Tomcat, Spring, Struts, XML, JSP, Agile, TDD, Integration, Websphere, Weblogic, Ant, Architecture, jQuery, HTML, SOAP, SDLC, MySQL, SOA, Unix, JSF, DB2, JDBC, Subversion, CVS, C++, JAXB, XSL, Servlets, JMS, Design Patterns, SQL Server, Maven, Databases, XSLT, Java Enterprise Edition, Agile Methodologies, WebSphere Application...
Education
Bauman Moscow State Technical University 1985 — 1991
Honours degree in electrical engineering, Automatic Control Systems
Tarun Anand Tarun Anand's Morgan Stanley Experience April 2012 - April 2013
Job Financial Solutions Advisor at USAA Financial Advisors
Industry Financial Services
Experience
USAA July 2013 - Present
Morgan Stanley April 2012 - April 2013
TD Ameritrade September 2008 - April 2012
U.S. Wealth Advisors July 2007 - February 2008
Nokia May 1998 - June 2007
Gardiner Communications January 1993 - May 1998
Skills
Portfolio Management, Program Management, Telecommunications, Product Management, Project Management, Risk Management, Financial Services, Integration, Strategic Financial..., Business Analysis, Vendor Management, Wireless, Business Strategy, PMP, Change Management, Requirements Analysis, Management, Business Development
Education
The University of Texas at Arlington
Master of Science, Electrical Engineering
Baylor University
Bachelor of Science, Computer Engineering
University of North Texas
Certificate Program in Personal Financial Planning
USAA July 2013 - Present
Morgan Stanley April 2012 - April 2013
TD Ameritrade September 2008 - April 2012
U.S. Wealth Advisors July 2007 - February 2008
Nokia May 1998 - June 2007
Gardiner Communications January 1993 - May 1998
Skills
Portfolio Management, Program Management, Telecommunications, Product Management, Project Management, Risk Management, Financial Services, Integration, Strategic Financial..., Business Analysis, Vendor Management, Wireless, Business Strategy, PMP, Change Management, Requirements Analysis, Management, Business Development
Education
The University of Texas at Arlington
Master of Science, Electrical Engineering
Baylor University
Bachelor of Science, Computer Engineering
University of North Texas
Certificate Program in Personal Financial Planning
May Calins Slaughter's Morgan Stanley Experience 2007 - 2007
Job Owner/Manager of Stonyfell Dressage
Industry Events Services
Experience
Stonyfell Dressage 2013 - Present
Stonyfell Farm 2004 - 2013
Rolling Hills Public Charter School 2008 - 2012
Rolling Hills Public Charter School 2004 - 2008
Morgan Stanley 2007 - 2007
St. Luke's Regional Medical Center 1995 - 1997
University of Virginia Health Science Center 1994 - 1995
Penrose-St. Francis Hospital & Health Services 1990 - 1994
University of Colorado Colorado Springs 1992 - 1993
Baylor University 1989 - 1990
Skills
Healthcare, Wellness, Health Education, Health Promotion, Project Management, Sports, Hospitals, Equestrian, Farms, Strategic Planning, Budgets, Microsoft Excel, Small Business, Financial Analysis, Microsoft Word, PowerPoint, Teaching
Education
Baylor University 1989 — 1990
Master of Science (MS), Health & Physical Education/Exercise Physiology
Stony Brook University 1983 — 1986
Bachelor of Science (BS), Biochemistry Major/English Minor
Boise State University 2000 — 2008
Bachelor of Business Administration (BBA), Finance
Texas A&M University 1987 — 1988
Exercise Physiology Graduate Courses
Ramapo Senior High School 1981 — 1984
High School Regents Diploma
Stonyfell Dressage 2013 - Present
Stonyfell Farm 2004 - 2013
Rolling Hills Public Charter School 2008 - 2012
Rolling Hills Public Charter School 2004 - 2008
Morgan Stanley 2007 - 2007
St. Luke's Regional Medical Center 1995 - 1997
University of Virginia Health Science Center 1994 - 1995
Penrose-St. Francis Hospital & Health Services 1990 - 1994
University of Colorado Colorado Springs 1992 - 1993
Baylor University 1989 - 1990
Skills
Healthcare, Wellness, Health Education, Health Promotion, Project Management, Sports, Hospitals, Equestrian, Farms, Strategic Planning, Budgets, Microsoft Excel, Small Business, Financial Analysis, Microsoft Word, PowerPoint, Teaching
Education
Baylor University 1989 — 1990
Master of Science (MS), Health & Physical Education/Exercise Physiology
Stony Brook University 1983 — 1986
Bachelor of Science (BS), Biochemistry Major/English Minor
Boise State University 2000 — 2008
Bachelor of Business Administration (BBA), Finance
Texas A&M University 1987 — 1988
Exercise Physiology Graduate Courses
Ramapo Senior High School 1981 — 1984
High School Regents Diploma
Vivian King, CPA Vivian King, CPA's Morgan Stanley Experience July 2010 - Present
Job VP Internal Audit at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley July 2010 - Present
Ernst & Young 2004 - 2010
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Morgan Stanley July 2010 - Present
Ernst & Young 2004 - 2010
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Abigail Phillips's Morgan Stanley Experience 2001 - 2003
Job Manager | Enterprise Risk Management at Duquesne Light Company
Industry Utilities
Experience
Duquesne Light Company September 2013 - Present
FirstEnergy January 2013 - August 2013
FirstEnergy Solutions June 2011 - January 2013
FirstEnergy Solutions May 2010 - June 2011
Southern California Edison 2008 - June 2010
Women's Center India December 2006 - August 2008
Developers Diversified May 2005 - August 2005
Rock and Roll Hall of Fame and Museum December 2004 - March 2005
Morgan Stanley 2001 - 2003
MFS Investment Management June 1999 - July 2000
Skills
Management, Financial Analysis, Strategy, Strategic Planning, Risk Management, Analysis, Strategic Partnerships, Software Documentation, Data Analysis, Financial Modeling, Business Strategy, Finance, Program Management, Energy, Market Research, Project Management, Process Improvement
Education
Case Western Reserve University School of Law 2004 — 2008
JD, Business Law, Intellectual Property
Weatherhead School of Management at Case Western Reserve University 2004 — 2008
MBA, Management Design
Bates College 1995 — 1999
BA, Political Science/Economics
University of Melbourne 1998 — 1998
JSA, European Politics
Glens Falls High School
Duquesne Light Company September 2013 - Present
FirstEnergy January 2013 - August 2013
FirstEnergy Solutions June 2011 - January 2013
FirstEnergy Solutions May 2010 - June 2011
Southern California Edison 2008 - June 2010
Women's Center India December 2006 - August 2008
Developers Diversified May 2005 - August 2005
Rock and Roll Hall of Fame and Museum December 2004 - March 2005
Morgan Stanley 2001 - 2003
MFS Investment Management June 1999 - July 2000
Skills
Management, Financial Analysis, Strategy, Strategic Planning, Risk Management, Analysis, Strategic Partnerships, Software Documentation, Data Analysis, Financial Modeling, Business Strategy, Finance, Program Management, Energy, Market Research, Project Management, Process Improvement
Education
Case Western Reserve University School of Law 2004 — 2008
JD, Business Law, Intellectual Property
Weatherhead School of Management at Case Western Reserve University 2004 — 2008
MBA, Management Design
Bates College 1995 — 1999
BA, Political Science/Economics
University of Melbourne 1998 — 1998
JSA, European Politics
Glens Falls High School
Anthony Arger's Morgan Stanley Experience September 2006 - March 2008
Job Law Clerk to The Honorable James. W. Hardesty at the Nevada Supreme Court
Industry Judiciary
Experience
Nevada Supreme Court August 2014 - Present
Arger-Martucci Vineyards January 2009 - December 2013
Leland, Parachini, Steinberg, Matzger & Melnick LLP May 2013 - August 2013
Nevada Supreme Court June 2012 - August 2012
Superior Court of California June 2011 - August 2011
Dexia Credit Local March 2008 - December 2008
Morgan Stanley September 2006 - March 2008
Education
University of San Francisco School of Law 2010 — 2014
JD/MBA
Bates College 2002 — 2006
BA, Political Science, Spanish
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2001 — 2002
Stevenson School 1997 — 2001
Nevada Supreme Court August 2014 - Present
Arger-Martucci Vineyards January 2009 - December 2013
Leland, Parachini, Steinberg, Matzger & Melnick LLP May 2013 - August 2013
Nevada Supreme Court June 2012 - August 2012
Superior Court of California June 2011 - August 2011
Dexia Credit Local March 2008 - December 2008
Morgan Stanley September 2006 - March 2008
Education
University of San Francisco School of Law 2010 — 2014
JD/MBA
Bates College 2002 — 2006
BA, Political Science, Spanish
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2001 — 2002
Stevenson School 1997 — 2001
Kevin Pasha Kevin Pasha's Morgan Stanley Experience June 2015 - Present
Job Vice President, Associate Complex Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley August 2014 - June 2015
J.P. Morgan January 2013 - July 2014
Merrill Lynch September 2009 - January 2013
Taylor Morrison July 2005 - August 2007
KB Home July 2003 - May 2005
Education
Harvard University 2007 — 2009
Master's Degree in Management, (International Management & Finance)
Baylor University 1999 — 2003
Bachelor of Arts, University Scholars Program
Morgan Stanley June 2015 - Present
Morgan Stanley August 2014 - June 2015
J.P. Morgan January 2013 - July 2014
Merrill Lynch September 2009 - January 2013
Taylor Morrison July 2005 - August 2007
KB Home July 2003 - May 2005
Education
Harvard University 2007 — 2009
Master's Degree in Management, (International Management & Finance)
Baylor University 1999 — 2003
Bachelor of Arts, University Scholars Program
Nando Costa Nando Costa's Morgan Stanley Experience December 2007 - July 2010
Job Investment Advisor at JPMorgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
JPMorgan July 2010 - June 2013
Morgan Stanley December 2007 - July 2010
Morgan Stanley July 2006 - November 2007
College Boxes May 2005 - August 2006
Johnson & Johnson January 2005 - July 2005
Skills
Financial Analysis, Bloomberg, Financial Planning, Investments, Equities, Registered Invest, Series 7, Series 63, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Private Equity, Capital Markets, Trading
Education
Villanova University 2002 — 2006
Bachelor of Science in Business Administration, Finance, International Business
Beijing Foreign Studies University 2004 — 2004
Mandarin, Chinese Government, Chinese History
Belmont High 1998 — 2002
J.P. Morgan July 2013 - Present
JPMorgan July 2010 - June 2013
Morgan Stanley December 2007 - July 2010
Morgan Stanley July 2006 - November 2007
College Boxes May 2005 - August 2006
Johnson & Johnson January 2005 - July 2005
Skills
Financial Analysis, Bloomberg, Financial Planning, Investments, Equities, Registered Invest, Series 7, Series 63, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Private Equity, Capital Markets, Trading
Education
Villanova University 2002 — 2006
Bachelor of Science in Business Administration, Finance, International Business
Beijing Foreign Studies University 2004 — 2004
Mandarin, Chinese Government, Chinese History
Belmont High 1998 — 2002
Alysia (Wurst) Love, CFA's Morgan Stanley Experience June 2005 - August 2005
Job ghSMART: Management Assessment for Investors, Boards, and CEOs
Industry Venture Capital & Private Equity
Experience
ghSMART July 2014 - Present
EARNEST Partners July 2006 - June 2014
Morgan Stanley June 2005 - August 2005
Hewlett Packard October 1999 - May 2004
Hewlett Packard January 1999 - September 1999
IHS Global Insight May 1997 - December 1998
Skills
Value Investing, Idea Generation, Emerging Markets, Investments, Equities, Portfolio Management, Asset Management, Product Management, Valuation, Due Diligence, New Business Development, Strategic Planning, Business Strategy, Violin, Risk Management, Product Development, Interviewing, Recruitment/Retention, Executive Assessment, Business Development, Bloomberg, Equity Research, Investment Management, Trading, Competitive Analysis, Fixed Income, Asset Allocation, Wealth Management, Start-ups, Strategy, Entrepreneurship, Mergers & Acquisitions, Analysis, Private Equity, Corporate Finance, Financial Services, Financial Modeling, Business Planning, Corporate Development, Alternative Investments
Education
Harvard Business School
MBA
Bates College
BA
Phillips Exeter Academy
New Canaan High School
Greenwich Academy
ghSMART July 2014 - Present
EARNEST Partners July 2006 - June 2014
Morgan Stanley June 2005 - August 2005
Hewlett Packard October 1999 - May 2004
Hewlett Packard January 1999 - September 1999
IHS Global Insight May 1997 - December 1998
Skills
Value Investing, Idea Generation, Emerging Markets, Investments, Equities, Portfolio Management, Asset Management, Product Management, Valuation, Due Diligence, New Business Development, Strategic Planning, Business Strategy, Violin, Risk Management, Product Development, Interviewing, Recruitment/Retention, Executive Assessment, Business Development, Bloomberg, Equity Research, Investment Management, Trading, Competitive Analysis, Fixed Income, Asset Allocation, Wealth Management, Start-ups, Strategy, Entrepreneurship, Mergers & Acquisitions, Analysis, Private Equity, Corporate Finance, Financial Services, Financial Modeling, Business Planning, Corporate Development, Alternative Investments
Education
Harvard Business School
MBA
Bates College
BA
Phillips Exeter Academy
New Canaan High School
Greenwich Academy
Zixuan (Annie) Zheng's Morgan Stanley Experience February 2015 - May 2015
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - May 2015
Aegis Capital December 2012 - July 2013
Syngenta February 2012 - May 2012
ManpowerGroup June 2011 - August 2011
Skills
Bloomberg Terminal, SPSS, Microsoft Office, VBA, Time Management, PowerPoint, Financial Statement..., Technical Analysis, Thomson One, S+, SQL, SAS, MS Excel Pivot Tables, Macro, At Multitasking, Problem Solving, Interpersonal Skills, Cross-cultural..., Structured Products, Personal Communication, IBM ONDEMAND
Education
St. John's University 2012 — 2014
Master's Degree, Investment management
Beijing Forestry University 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Morgan Stanley February 2015 - May 2015
Aegis Capital December 2012 - July 2013
Syngenta February 2012 - May 2012
ManpowerGroup June 2011 - August 2011
Skills
Bloomberg Terminal, SPSS, Microsoft Office, VBA, Time Management, PowerPoint, Financial Statement..., Technical Analysis, Thomson One, S+, SQL, SAS, MS Excel Pivot Tables, Macro, At Multitasking, Problem Solving, Interpersonal Skills, Cross-cultural..., Structured Products, Personal Communication, IBM ONDEMAND
Education
St. John's University 2012 — 2014
Master's Degree, Investment management
Beijing Forestry University 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
William Chmelar's Morgan Stanley Experience October 2006 - December 2007
Job MBA Student at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2015 - Present
Macquarie Infrastructure and Real Assets May 2012 - August 2015
Yale University August 2009 - May 2012
Macquarie Group June 2011 - August 2011
Morgan Stanley October 2006 - December 2007
A.G. Edwards & Sons, Inc. March 2005 - October 2006
Skills
Financial Modeling, Corporate Finance, Private Equity, Finance, Valuation, Investment Banking
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2009 — 2012
B.A., History
Peking University 2011 — 2011
Yale-PKU Joint Program
Beijing Normal University 2010 — 2010
Second-Year Mandarin Chinese
Columbia University in the City of New York 2008 — 2009
The Wharton School August 2015 - Present
Macquarie Infrastructure and Real Assets May 2012 - August 2015
Yale University August 2009 - May 2012
Macquarie Group June 2011 - August 2011
Morgan Stanley October 2006 - December 2007
A.G. Edwards & Sons, Inc. March 2005 - October 2006
Skills
Financial Modeling, Corporate Finance, Private Equity, Finance, Valuation, Investment Banking
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2009 — 2012
B.A., History
Peking University 2011 — 2011
Yale-PKU Joint Program
Beijing Normal University 2010 — 2010
Second-Year Mandarin Chinese
Columbia University in the City of New York 2008 — 2009
Julie YeoHoon Park's Morgan Stanley Experience April 2013 - October 2013
Job Associate at Paul Hastings
Industry Law Practice
Experience
Paul Hastings October 2011 - Present
Morgan Stanley April 2013 - October 2013
Paul Hastings May 2010 - July 2010
Kim & Chang June 2009 - August 2009
LG Electronics February 2006 - July 2007
Education
Georgetown University Law Center 2008 — 2011
Doctor of Law (J.D.), Law
Beijing Language and Culture University 2008 — 2008
Language Course, Chinese Language
고려대학교 / Korea University 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
Paul Hastings October 2011 - Present
Morgan Stanley April 2013 - October 2013
Paul Hastings May 2010 - July 2010
Kim & Chang June 2009 - August 2009
LG Electronics February 2006 - July 2007
Education
Georgetown University Law Center 2008 — 2011
Doctor of Law (J.D.), Law
Beijing Language and Culture University 2008 — 2008
Language Course, Chinese Language
고려대학교 / Korea University 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
Jianghua Yin Jianghua Yin's Morgan Stanley Experience February 2015 - Present
Job Technology Associate at Morgan Stanley
Industry Research
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - August 2014
Princeton University September 2011 - August 2013
Queens College August 2011 - December 2011
Queens College July 2005 - January 2011
Queens College September 2004 - December 2010
Skills
Molecular Biology, Biochemistry, Protein Chemistry, Genetics, Java, C++, Linux, Python, HTML5, CSS, AngularJS, Sybase, SQL
Education
Stevens Institute of Technology 2013 — 2014
Master’s Degree, Computer Science, 3.96
Queens College 2004 — 2011
Ph.D, Biochemistry Program
The Graduate Center, City University of New York 2004 — 2011
PhD, Biochemistry
Beijing Normal University 2001 — 2004
Master, Biochemistry and Molecular Biology
Beijing Normal University 1997 — 2001
Bachelor of Science, Biochemistry and Molecular Biology
No. 7 middle school 1991 — 1997
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - August 2014
Princeton University September 2011 - August 2013
Queens College August 2011 - December 2011
Queens College July 2005 - January 2011
Queens College September 2004 - December 2010
Skills
Molecular Biology, Biochemistry, Protein Chemistry, Genetics, Java, C++, Linux, Python, HTML5, CSS, AngularJS, Sybase, SQL
Education
Stevens Institute of Technology 2013 — 2014
Master’s Degree, Computer Science, 3.96
Queens College 2004 — 2011
Ph.D, Biochemistry Program
The Graduate Center, City University of New York 2004 — 2011
PhD, Biochemistry
Beijing Normal University 2001 — 2004
Master, Biochemistry and Molecular Biology
Beijing Normal University 1997 — 2001
Bachelor of Science, Biochemistry and Molecular Biology
No. 7 middle school 1991 — 1997
Will Zak Will Zak's Morgan Stanley Experience September 2000 - November 2002
Job Trader at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2004 - Present
SMBC Capital Markets November 2002 - August 2004
Morgan Stanley September 2000 - November 2002
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Finance
Barclays Capital September 2004 - Present
SMBC Capital Markets November 2002 - August 2004
Morgan Stanley September 2000 - November 2002
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Finance
Hawken Lord Hawken Lord's Morgan Stanley Experience June 2015 - August 2015
Job Founder of the Atlas Consulting Group
Industry Financial Services
Experience
Atlas Consulting Group November 2014 - Present
Morgan Stanley June 2015 - August 2015
Mutual Investment Club of Cornell February 2013 - March 2015
Philip Morris International June 2014 - August 2014
HADARA Consulting, LLC June 2013 - August 2013
M Hayes December 2010 - April 2011
Skills
Market Research, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Spanish, English, Research, Mandarin, Public Speaking, Leadership, Finance, Social Media
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Applied Economics and Mangament
Beijing Language and Culture University 2011 — 2012
Intensive Mandarin Program, Chinese Studies
AIS
British School of Costa Rica
Villa Madonna Academy
Atlas Consulting Group November 2014 - Present
Morgan Stanley June 2015 - August 2015
Mutual Investment Club of Cornell February 2013 - March 2015
Philip Morris International June 2014 - August 2014
HADARA Consulting, LLC June 2013 - August 2013
M Hayes December 2010 - April 2011
Skills
Market Research, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Spanish, English, Research, Mandarin, Public Speaking, Leadership, Finance, Social Media
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Applied Economics and Mangament
Beijing Language and Culture University 2011 — 2012
Intensive Mandarin Program, Chinese Studies
AIS
British School of Costa Rica
Villa Madonna Academy
Kit Fredrickson's Morgan Stanley Experience 1999 - 1999
Job Sr. Manager, Global Access Strategy at Virtela Technology Services Incorporated, MBA
Industry Telecommunications
Experience
Virtela Technology Services Incorporated May 2007 - Present
Plexus Associates November 2001 - April 2007
TW Telecom 2000 - 2001
Convergent Communications 1999 - 2000
Morgan Stanley 1999 - 1999
Skills
Telecommunications, Vendor Management, SaaS, Professional Services, Cloud Computing, Business Development, Product Management, VoIP, Cross-functional Team..., Product Marketing, Account Management, Enterprise Software, Consulting, Solution Selling, Wireless, Strategic Partnerships, New Business Development, Program Management, Networking, Channel, Managed Services, MPLS, Integration, Data Center, Competitive Analysis, IP, Co-location, Sales Process, Demand Generation, Outsourcing, Mobile Devices, SIP, Pre-sales, CRM, Start-ups, Network Design, Cisco Technologies, Strategy, Direct Sales, Channel Partners, Sales Operations, Unified Communications, Ethernet, Team Management, Go-to-market Strategy, WAN, Contract Negotiation, Selling, Security, Service Delivery
Education
University of Denver - Daniels College of Business 2006 — 2009
MBA
University of Colorado Boulder 1995 — 1998
BS:, Finance
Baylor University 1994 — 1995
Virtela Technology Services Incorporated May 2007 - Present
Plexus Associates November 2001 - April 2007
TW Telecom 2000 - 2001
Convergent Communications 1999 - 2000
Morgan Stanley 1999 - 1999
Skills
Telecommunications, Vendor Management, SaaS, Professional Services, Cloud Computing, Business Development, Product Management, VoIP, Cross-functional Team..., Product Marketing, Account Management, Enterprise Software, Consulting, Solution Selling, Wireless, Strategic Partnerships, New Business Development, Program Management, Networking, Channel, Managed Services, MPLS, Integration, Data Center, Competitive Analysis, IP, Co-location, Sales Process, Demand Generation, Outsourcing, Mobile Devices, SIP, Pre-sales, CRM, Start-ups, Network Design, Cisco Technologies, Strategy, Direct Sales, Channel Partners, Sales Operations, Unified Communications, Ethernet, Team Management, Go-to-market Strategy, WAN, Contract Negotiation, Selling, Security, Service Delivery
Education
University of Denver - Daniels College of Business 2006 — 2009
MBA
University of Colorado Boulder 1995 — 1998
BS:, Finance
Baylor University 1994 — 1995
Lipeng Li Lipeng Li's Morgan Stanley Experience February 2013 - October 2013
Job MBA candidate at Johnson School of Management, Cornell University | Asset Management Immersion | CFA lvl 3 Candidate
Industry Financial Services
Experience
Henan Guozi Investments December 2013 - June 2015
Morgan Stanley February 2013 - October 2013
PwC October 2010 - October 2012
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Wealth Management, Derivatives, Equity Trading, Alternative Investments, Security Analysis, Private Equity
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Capital Market and Asset Management
New York University 2008 — 2010
Master’s Degree
Beijing Jiaotong University 2004 — 2008
Bachelor’s Degree
Henan Guozi Investments December 2013 - June 2015
Morgan Stanley February 2013 - October 2013
PwC October 2010 - October 2012
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Wealth Management, Derivatives, Equity Trading, Alternative Investments, Security Analysis, Private Equity
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Capital Market and Asset Management
New York University 2008 — 2010
Master’s Degree
Beijing Jiaotong University 2004 — 2008
Bachelor’s Degree
Valeesa Augustine's Morgan Stanley Experience February 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Pride Technologies September 2013 - February 2014
BRANDmini August 2012 - December 2012
Decap Insurance 2011 - 2011
PETCO Animal Supplies, Inc. May 2010 - September 2010
Skills
InDesign, Photoshop, Illustrator, Dreamweaver, Web Design, HTML, CSS, Adobe Creative Suite, Typography, Layout, Adobe Acrobat, Logo Design, Access, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Risk Management
Education
Baruch College 2010 — 2012
Bachelor of Arts (B.A.), Graphic Communications
Robert Morris College 2008 — 2009
Associate of Arts (A.A.), Graphic Design
Morgan Stanley February 2014 - Present
Pride Technologies September 2013 - February 2014
BRANDmini August 2012 - December 2012
Decap Insurance 2011 - 2011
PETCO Animal Supplies, Inc. May 2010 - September 2010
Skills
InDesign, Photoshop, Illustrator, Dreamweaver, Web Design, HTML, CSS, Adobe Creative Suite, Typography, Layout, Adobe Acrobat, Logo Design, Access, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Risk Management
Education
Baruch College 2010 — 2012
Bachelor of Arts (B.A.), Graphic Communications
Robert Morris College 2008 — 2009
Associate of Arts (A.A.), Graphic Design
Yelena Kulensova Yelena Kulensova's Morgan Stanley Experience January 2014 - August 2014
Job MBA candidate University of Chicago Booth School of Business
Industry Retail
Experience
University of Chicago Booth School of Business August 2014 - Present
Kohl's Department Stores June 2015 - August 2015
Morgan Stanley January 2014 - August 2014
Morgan Stanley June 2012 - January 2014
Apollo Global Management LLC September 2011 - May 2012
Credit Suisse June 2011 - August 2011
BTIG November 2010 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Bank of America February 2008 - June 2010
Ultimate Therapy, LLC June 2007 - February 2008
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Fixed Income, Finance, Valuation, Banking, Corporate Finance, Private Equity
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2013 — 2013
Graduate Studies, 4.0/4.0
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.61/4.0
University of Chicago Booth School of Business August 2014 - Present
Kohl's Department Stores June 2015 - August 2015
Morgan Stanley January 2014 - August 2014
Morgan Stanley June 2012 - January 2014
Apollo Global Management LLC September 2011 - May 2012
Credit Suisse June 2011 - August 2011
BTIG November 2010 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Bank of America February 2008 - June 2010
Ultimate Therapy, LLC June 2007 - February 2008
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Fixed Income, Finance, Valuation, Banking, Corporate Finance, Private Equity
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2013 — 2013
Graduate Studies, 4.0/4.0
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.61/4.0
Duoduo CHEN's Morgan Stanley Experience June 2015 - August 2015
Job Master of Mathematics of Finance Candidate at Columbia University
Industry Investment Banking
Experience
Morgan Stanley June 2015 - August 2015
CITIC Securities Company Limited October 2014 - January 2015
University of British Columbia July 2014 - September 2014
Ford March 2014 - June 2014
ING July 2012 - July 2012
Skills
Data Analysis, R, Matlab, Stata, Microsoft Office, Microsoft Excel, Business Strategy, Communication Skills, C++, Crowdfunding, Entrepreneurial Finance
Education
Columbia University in the City of New York 2015 — 2016
Master of Mathematics with a Specialization in Finance
Beijing Normal University 2011 — 2015
Econometrics and Quantitative Economics, Economics (with a Mathematics minor)(GPA: 89.3; Rank 2/92)
University of North Carolina at Greensboro 2013 — 2013
Economics and Finance, Exchange Student(4.00/ 4.00)
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 2013 — 2013
Morgan Stanley June 2015 - August 2015
CITIC Securities Company Limited October 2014 - January 2015
University of British Columbia July 2014 - September 2014
Ford March 2014 - June 2014
ING July 2012 - July 2012
Skills
Data Analysis, R, Matlab, Stata, Microsoft Office, Microsoft Excel, Business Strategy, Communication Skills, C++, Crowdfunding, Entrepreneurial Finance
Education
Columbia University in the City of New York 2015 — 2016
Master of Mathematics with a Specialization in Finance
Beijing Normal University 2011 — 2015
Econometrics and Quantitative Economics, Economics (with a Mathematics minor)(GPA: 89.3; Rank 2/92)
University of North Carolina at Greensboro 2013 — 2013
Economics and Finance, Exchange Student(4.00/ 4.00)
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 2013 — 2013
Yi Jiang's Morgan Stanley Experience August 2014 - February 2015
Job Junior Quant
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB February 2015 - Present
Morgan Stanley August 2014 - February 2015
UBS Global Asset Management February 2013 - July 2014
Del Mar Asset Management July 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Options, Risk Management, Statistics, Econometrics, Economics, Quantitative Research, Quantitative Analytics, Marketing Strategy, Inventory Management, Operations Management, Bartending, Team Leadership, Leadership, Communication, Mandarin, Chinese, Chinese culture, Hospitality, Bloomberg Software, Bloomberg Terminal, Finance, Hedge Funds, Data Analysis, Asset Management, Investments, VBA, Investment Strategies, Financial Risk, Fixed Income, Derivatives, Asset Allocation, Valuation, Investment Banking, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Teamwork, Analysis, Technical Analysis
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3
Societe Generale Corporate and Investment Banking - SGCIB February 2015 - Present
Morgan Stanley August 2014 - February 2015
UBS Global Asset Management February 2013 - July 2014
Del Mar Asset Management July 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Options, Risk Management, Statistics, Econometrics, Economics, Quantitative Research, Quantitative Analytics, Marketing Strategy, Inventory Management, Operations Management, Bartending, Team Leadership, Leadership, Communication, Mandarin, Chinese, Chinese culture, Hospitality, Bloomberg Software, Bloomberg Terminal, Finance, Hedge Funds, Data Analysis, Asset Management, Investments, VBA, Investment Strategies, Financial Risk, Fixed Income, Derivatives, Asset Allocation, Valuation, Investment Banking, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Teamwork, Analysis, Technical Analysis
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3
Cassandra Churchill's Morgan Stanley Experience October 1998 - June 2002
Job Senior Consultant, TPA Services John Hancock
Industry Financial Services
Experience
John Hancock Financial Services October 2011 - Present
MassMutual Financial Group December 2005 - October 2011
MassMutual September 2003 - December 2005
MassMutual July 2002 - September 2003
Morgan Stanley October 1998 - June 2002
Skills
Retirement, Pensions, Life Insurance, Defined Contribution, Leadership, Training, Management, Marketing, Sales, New Business Development, Mutual Funds, Financial Services, Insurance, Employee Benefits, Investments, 401k, Strategic Financial..., Retirement Planning, Customer Service, Process Improvement, Wealth Management, Relationship Management, Business, Wealth Management..., Defined Benefit, Series 7, ERISA, Series 6, Financial Planning
Education
Bay Path College 2009 — 2012
Masters, Communications and Information Technology
College of Our Lady of the Elms 2000 — 2004
Bachelor of Science, Business Management
John Hancock Financial Services October 2011 - Present
MassMutual Financial Group December 2005 - October 2011
MassMutual September 2003 - December 2005
MassMutual July 2002 - September 2003
Morgan Stanley October 1998 - June 2002
Skills
Retirement, Pensions, Life Insurance, Defined Contribution, Leadership, Training, Management, Marketing, Sales, New Business Development, Mutual Funds, Financial Services, Insurance, Employee Benefits, Investments, 401k, Strategic Financial..., Retirement Planning, Customer Service, Process Improvement, Wealth Management, Relationship Management, Business, Wealth Management..., Defined Benefit, Series 7, ERISA, Series 6, Financial Planning
Education
Bay Path College 2009 — 2012
Masters, Communications and Information Technology
College of Our Lady of the Elms 2000 — 2004
Bachelor of Science, Business Management
John Wyss John Wyss's Morgan Stanley Experience January 1993 - January 1998
Job Director of Strategy at ServiceNow The Enterprise Cloud Company
Industry Computer Software
Experience
ServiceNow - The Enterprise IT Cloud Company April 2014 - Present
Intuit June 2012 - 2014
Microsoft Corporation June 2010 - July 2012
Microsoft Corporation September 2009 - November 2010
Microsoft February 1998 - November 2009
Morgan Stanley January 1993 - January 1998
Skills
Engineering Management, Product Management, Organizational..., .NET, Distributed Systems, SQL Server, Product Strategy, Mobile Applications, Microsoft SQL Server, User-centered Design, User Scenarios, User Experience, User Experience Design, Enterprise Architecture, Enterprise Software, Software Project..., Team Leadership, Cloud Computing, E-commerce, Integration, SharePoint, Agile Project Management, Agile Methodologies, SaaS, Databases, Software Design, Software Development, Unix, Software Engineering, Mobile Devices, Big Data, Scalability, PaaS, System Architecture, SOA, Go-to-market Strategy, Web Applications, Technical Leadership, Web Services, Solution Architecture, Business Intelligence, Architectures, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
Master of Business Administration (MBA) Program, Management Information Systems, General
Baylor University 1983 — 1986
BA - Honors Program (Full Scholarship), Applied Economics
ServiceNow - The Enterprise IT Cloud Company April 2014 - Present
Intuit June 2012 - 2014
Microsoft Corporation June 2010 - July 2012
Microsoft Corporation September 2009 - November 2010
Microsoft February 1998 - November 2009
Morgan Stanley January 1993 - January 1998
Skills
Engineering Management, Product Management, Organizational..., .NET, Distributed Systems, SQL Server, Product Strategy, Mobile Applications, Microsoft SQL Server, User-centered Design, User Scenarios, User Experience, User Experience Design, Enterprise Architecture, Enterprise Software, Software Project..., Team Leadership, Cloud Computing, E-commerce, Integration, SharePoint, Agile Project Management, Agile Methodologies, SaaS, Databases, Software Design, Software Development, Unix, Software Engineering, Mobile Devices, Big Data, Scalability, PaaS, System Architecture, SOA, Go-to-market Strategy, Web Applications, Technical Leadership, Web Services, Solution Architecture, Business Intelligence, Architectures, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
Master of Business Administration (MBA) Program, Management Information Systems, General
Baylor University 1983 — 1986
BA - Honors Program (Full Scholarship), Applied Economics
Chester Brown Chester Brown's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Sperry, Mitchell & Company January 2014 - March 2014
Osterweis Capital Management January 2013 - March 2013
The Essential Learning Group June 2010 - July 2010
Mercy Corps June 2009 - August 2009
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, English, Economics, Mandarin
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics, Cum Laude
Beijing Normal University 2012 — 2012
Bachelor's degree, Chinese Language and Literature
Lick-Wilmerding High School 2008 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Sperry, Mitchell & Company January 2014 - March 2014
Osterweis Capital Management January 2013 - March 2013
The Essential Learning Group June 2010 - July 2010
Mercy Corps June 2009 - August 2009
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, English, Economics, Mandarin
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics, Cum Laude
Beijing Normal University 2012 — 2012
Bachelor's degree, Chinese Language and Literature
Lick-Wilmerding High School 2008 — 2011
Crystal Donahou's Morgan Stanley Experience February 2004 - September 2007
Job Project Manager and Sales, Milpower Source Inc.
Industry Defense & Space
Experience
Milpower Source August 2012 - Present
Suburban Propane February 2011 - August 2012
Irving Oil September 2007 - April 2009
Morgan Stanley February 2004 - September 2007
Skills
SAP, Team Building, Customer Retention, Training, Customer Experience, Leadership, Administrative..., Accounts Receivable, Account Management, Sales
Education
Becker College
Health and Physical Education/Fitness
Milpower Source August 2012 - Present
Suburban Propane February 2011 - August 2012
Irving Oil September 2007 - April 2009
Morgan Stanley February 2004 - September 2007
Skills
SAP, Team Building, Customer Retention, Training, Customer Experience, Leadership, Administrative..., Accounts Receivable, Account Management, Sales
Education
Becker College
Health and Physical Education/Fitness
Bill Decker Bill Decker's Morgan Stanley Experience 1992 - 2001
Job investment advisor
Industry Investment Management
Experience
Decker Wealth Management, LLC March 2009 - Present
U.S. Trust, Bank of America October 2003 - November 2008
Morgan Stanley 1992 - 2001
Los Angeles Department of Water and Power 1989 - 1991
Skills
Wealth Management, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management
Education
Baylor University 1984 — 1988
BBA, Finance, Economics, Public Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
Master of Business Administration (M.B.A.)
Valley Christian High School 1981 — 1984
high school diploma
Decker Wealth Management, LLC March 2009 - Present
U.S. Trust, Bank of America October 2003 - November 2008
Morgan Stanley 1992 - 2001
Los Angeles Department of Water and Power 1989 - 1991
Skills
Wealth Management, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management
Education
Baylor University 1984 — 1988
BBA, Finance, Economics, Public Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
Master of Business Administration (M.B.A.)
Valley Christian High School 1981 — 1984
high school diploma
Steve Vitale Steve Vitale's Morgan Stanley Experience June 2009 - October 2011
Job Vice President at HVS Capital Corporation
Industry Investment Banking
Experience
iLandMan August 2013 - June 2015
Tom Sawyer Software October 2011 - June 2013
Morgan Stanley June 2009 - October 2011
McDade, Smith, Gould, Johnston, Mason + Company December 2006 - June 2009
PTC April 2005 - December 2006
Siemens March 2003 - April 2005
Troux Technologies April 2001 - March 2003
Vignette Corporation July 1997 - April 2001
NAI Commercial Real Estate September 1995 - July 1997
BBVA Compass July 1994 - September 1995
Skills
Enterprise Software, Solution Selling, SaaS, Cloud Computing, Sales Management, Analysis, Business Alliances, Business Development, Business Intelligence, CRM, Change Management, Channel Partners, Consulting, Contract Negotiation, Demand Generation, Direct Sales, Enterprise Content..., Go-to-market Strategy, Lead Generation, Leadership, Management, Product Management, Product Marketing, Professional Services, Project Management, Recruiting, Sales, Sales Operations, Sales Process, Salesforce.com, Selling, Software Industry, Start-ups, Strategic Partnerships, Strategy, Telecommunications, Networking, Product Development, Mergers & Acquisitions, Marketing
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts, Economics, 3.21
University of Houston 1990 — 1992
Masters of Business Administration, Finance, Marketing, 3.35
Baylor University 1993 — 1993
Post-Graduate Study, Accounting, 3.5
TREC (Texas Real Estate Commission) Commissioned Real Estate Schools 1994 — 2012
Brokers License, Commercial Real Estate
SEC/FINRA 2010 — 2011
Series 7, 33, 66 Licensing (#1660667)
Strake Jesuit College Preparatory 1982 — 1986
3.42
iLandMan August 2013 - June 2015
Tom Sawyer Software October 2011 - June 2013
Morgan Stanley June 2009 - October 2011
McDade, Smith, Gould, Johnston, Mason + Company December 2006 - June 2009
PTC April 2005 - December 2006
Siemens March 2003 - April 2005
Troux Technologies April 2001 - March 2003
Vignette Corporation July 1997 - April 2001
NAI Commercial Real Estate September 1995 - July 1997
BBVA Compass July 1994 - September 1995
Skills
Enterprise Software, Solution Selling, SaaS, Cloud Computing, Sales Management, Analysis, Business Alliances, Business Development, Business Intelligence, CRM, Change Management, Channel Partners, Consulting, Contract Negotiation, Demand Generation, Direct Sales, Enterprise Content..., Go-to-market Strategy, Lead Generation, Leadership, Management, Product Management, Product Marketing, Professional Services, Project Management, Recruiting, Sales, Sales Operations, Sales Process, Salesforce.com, Selling, Software Industry, Start-ups, Strategic Partnerships, Strategy, Telecommunications, Networking, Product Development, Mergers & Acquisitions, Marketing
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts, Economics, 3.21
University of Houston 1990 — 1992
Masters of Business Administration, Finance, Marketing, 3.35
Baylor University 1993 — 1993
Post-Graduate Study, Accounting, 3.5
TREC (Texas Real Estate Commission) Commissioned Real Estate Schools 1994 — 2012
Brokers License, Commercial Real Estate
SEC/FINRA 2010 — 2011
Series 7, 33, 66 Licensing (#1660667)
Strake Jesuit College Preparatory 1982 — 1986
3.42
Richard Pond, CRPS®, AIF® Richard Pond, CRPS®, AIF®'s Morgan Stanley Experience June 2009 - March 2013
Job President and Founder, Pond Wealth Management LLC, an independent wealth management and advisory firm.
Industry Financial Services
Experience
Pond Wealth Management LLC March 2013 - Present
Morgan Stanley June 2009 - March 2013
Citigroup Global Markets Inc. March 2000 - June 2009
JPMorgan Chase April 1985 - October 1999
Education
Baylor University
B.A., Pre-Medicine
University of Houston
M.B.A., Finance
Pond Wealth Management LLC March 2013 - Present
Morgan Stanley June 2009 - March 2013
Citigroup Global Markets Inc. March 2000 - June 2009
JPMorgan Chase April 1985 - October 1999
Education
Baylor University
B.A., Pre-Medicine
University of Houston
M.B.A., Finance
Mike Dickie, MBA Mike Dickie, MBA's Morgan Stanley Experience September 2005 - October 2012
Job Registered Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc., Member FINRA/SIPC October 2012 - Present
Morgan Stanley September 2005 - October 2012
Merrill Lynch December 1996 - September 2005
Lockheed Martin 1986 - 1994
Skills
Estate Planning, Tax Efficient Investing, Building Pension..., 529 Education Planning, Individual Financial..., Equities, Financial Analysis, Portfolio Management, Investments
Education
Hardin-Simmons University 1981 — 1982
Master of Business Administration (MBA), Finance and Marketing
Tarleton State University 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baylor University - Hankamer School of Business 1976 — 1977
Economics
Raymond James Financial Inc., Member FINRA/SIPC October 2012 - Present
Morgan Stanley September 2005 - October 2012
Merrill Lynch December 1996 - September 2005
Lockheed Martin 1986 - 1994
Skills
Estate Planning, Tax Efficient Investing, Building Pension..., 529 Education Planning, Individual Financial..., Equities, Financial Analysis, Portfolio Management, Investments
Education
Hardin-Simmons University 1981 — 1982
Master of Business Administration (MBA), Finance and Marketing
Tarleton State University 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baylor University - Hankamer School of Business 1976 — 1977
Economics
Vikrant Malhotra's Morgan Stanley Experience January 1996 - August 1997
Job Senior Manager of Optometric Recruitment, Vision Precision
Industry Staffing and Recruiting
Experience
Vision Precision Holdings - T.Campen,MD, and Associates April 2015 - Present
All Medical Personnel August 2014 - April 2015
CompHealth September 2012 - June 2014
Intrinsic Value Investing July 2003 - September 2012
Analytic Recruiting December 1997 - June 2003
Morgan Stanley January 1996 - August 1997
Skills
Executive Search, Permanent Placement, Recruiting, Management, Talent Acquisition, Talent Management, Internet Recruiting, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Sourcing, Staffing Services, Cold Calling, Human Resources, Screening Resumes, College Recruiting, Search, Hiring, Benefits Negotiation, Recruitment Advertising, Talent Mining, CRM, RPO, Career Management, Talent Developer, Account Management, Healthcare, Recruitments, Career Strategist, Book Writing, Pediatric Physicians..., Physician Recruiting, Medical Recruiting, Physician Placement, Medical Placement, Medical Staff..., Children's Books, Writing, Social Networking, Public Speaking, Executive Sales..., Staff Augmentation, Corporate Recruiting, Pipeline Management, LinkedIn Recruiter, Social Media Marketing, iCIMS, Global Talent..., LinkedIn Training, Hard to Fill Positions
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Investment Finance
Delhi University
Bachelor of Arts, Economics Honors
Siemens SAP Academy
SAP FICO, Information Systemr - ERP
New York Institute of Finance
Advanced Certification, Mortgage Derivatives
Vision Precision Holdings - T.Campen,MD, and Associates April 2015 - Present
All Medical Personnel August 2014 - April 2015
CompHealth September 2012 - June 2014
Intrinsic Value Investing July 2003 - September 2012
Analytic Recruiting December 1997 - June 2003
Morgan Stanley January 1996 - August 1997
Skills
Executive Search, Permanent Placement, Recruiting, Management, Talent Acquisition, Talent Management, Internet Recruiting, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Sourcing, Staffing Services, Cold Calling, Human Resources, Screening Resumes, College Recruiting, Search, Hiring, Benefits Negotiation, Recruitment Advertising, Talent Mining, CRM, RPO, Career Management, Talent Developer, Account Management, Healthcare, Recruitments, Career Strategist, Book Writing, Pediatric Physicians..., Physician Recruiting, Medical Recruiting, Physician Placement, Medical Placement, Medical Staff..., Children's Books, Writing, Social Networking, Public Speaking, Executive Sales..., Staff Augmentation, Corporate Recruiting, Pipeline Management, LinkedIn Recruiter, Social Media Marketing, iCIMS, Global Talent..., LinkedIn Training, Hard to Fill Positions
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Investment Finance
Delhi University
Bachelor of Arts, Economics Honors
Siemens SAP Academy
SAP FICO, Information Systemr - ERP
New York Institute of Finance
Advanced Certification, Mortgage Derivatives
Aaron Brandom Aaron Brandom's Morgan Stanley Experience June 2014 - August 2014
Job Senior Marketing Analyst at BookGrabbr
Industry Investment Banking
Experience
BookGrabbr January 2015 - Present
Investment Banking Institute July 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
The Monk Law Firm June 2011 - June 2011
Skills
Finance, Leadership, Microsoft Excel, Sales, Time Management, Public Speaking, Microsoft Office, Financial Planning, Strategic Financial..., Financial Modeling, Insurance, Event Planning, Microsoft Word, PowerPoint, Social Media, Customer Service
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship, Senior
Imperial College London 2012 — 2012
BookGrabbr January 2015 - Present
Investment Banking Institute July 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
The Monk Law Firm June 2011 - June 2011
Skills
Finance, Leadership, Microsoft Excel, Sales, Time Management, Public Speaking, Microsoft Office, Financial Planning, Strategic Financial..., Financial Modeling, Insurance, Event Planning, Microsoft Word, PowerPoint, Social Media, Customer Service
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship, Senior
Imperial College London 2012 — 2012
Yana Gilman Yana Gilman's Morgan Stanley Experience December 2014 - Present
Job Senior Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
JPMorgan Chase & Co. April 2014 - December 2014
J.P. Morgan April 2011 - April 2014
Morgan Stanley June 2009 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley August 2007 - June 2008
R.A. Travel Inc September 2005 - August 2007
Skills
Credit, Fixed Income, Financial Analysis, Credit Analysis, Swaps, Microsoft Excel, PowerPoint, Presentations, Finance, Microsoft Office, Financial Reporting, Management, Analysis, Risk Management, Derivatives, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley December 2014 - Present
JPMorgan Chase & Co. April 2014 - December 2014
J.P. Morgan April 2011 - April 2014
Morgan Stanley June 2009 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley August 2007 - June 2008
R.A. Travel Inc September 2005 - August 2007
Skills
Credit, Fixed Income, Financial Analysis, Credit Analysis, Swaps, Microsoft Excel, PowerPoint, Presentations, Finance, Microsoft Office, Financial Reporting, Management, Analysis, Risk Management, Derivatives, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Ja-Mei Or's Morgan Stanley Experience June 2008 - August 2008
Job ECommerce Buyer and Merchandiser
Industry Apparel & Fashion
Experience
Diesel July 2012 - Present
Reed Krakoff Japan, Coach Japan, Coach International March 2011 - July 2012
Department Store September 2009 - March 2011
Yale University September 2006 - December 2008
Morgan Stanley June 2008 - August 2008
Langham Hotels International June 2007 - August 2007
Skills
Inventory Management, Merchandise Planning, Microsoft Excel, Fashion Design, Adobe Creative Suite, Microsoft Office, Financial Analysis, Mandarin, Retail, Retail Replenishment, Visual Basic, Fashion Illustration, Analysis, Forecasting, Pricing, Merchandising, Fashion, History of Art, History of Photography, Foreign Exchange, Fashion History, Fashion Buying, Business Planning, Gross Margin, Inventory Analysis, E-commerce, Strategy, Visual Merchandising, Photoshop, Demandware
Education
University of Oxford 2013 — 2015
Master of Studies (MSt), History of Design, Distinction
Yale University 2005 — 2009
Bachelor of Arts (BA), Political Science, Media Studies, East Asian Studies
Beijing Language and Culture University 2006 — 2006
Certificate, Intermediate Proficiency in Spoken and Written Mandarin Chinese
Diesel July 2012 - Present
Reed Krakoff Japan, Coach Japan, Coach International March 2011 - July 2012
Department Store September 2009 - March 2011
Yale University September 2006 - December 2008
Morgan Stanley June 2008 - August 2008
Langham Hotels International June 2007 - August 2007
Skills
Inventory Management, Merchandise Planning, Microsoft Excel, Fashion Design, Adobe Creative Suite, Microsoft Office, Financial Analysis, Mandarin, Retail, Retail Replenishment, Visual Basic, Fashion Illustration, Analysis, Forecasting, Pricing, Merchandising, Fashion, History of Art, History of Photography, Foreign Exchange, Fashion History, Fashion Buying, Business Planning, Gross Margin, Inventory Analysis, E-commerce, Strategy, Visual Merchandising, Photoshop, Demandware
Education
University of Oxford 2013 — 2015
Master of Studies (MSt), History of Design, Distinction
Yale University 2005 — 2009
Bachelor of Arts (BA), Political Science, Media Studies, East Asian Studies
Beijing Language and Culture University 2006 — 2006
Certificate, Intermediate Proficiency in Spoken and Written Mandarin Chinese
Vincent Tortorice Vincent Tortorice's Morgan Stanley Experience February 2014 - Present
Job Marketing Coordinator / Bank Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Capital One June 2013 - October 2013
Enterprise Rent-A-Car November 2012 - June 2013
Shore Thing Marketing, Inc. August 2012 - October 2012
Pasticceria Bruno April 2010 - August 2012
StyleOwner, Inc. September 2011 - May 2012
Skills
Computer Skills:..., Conversational Russian, Sales, Communications, Marketing Strategy, Advertising, PowerPoint, Marketing Communications, Leadership, Social Networking, Marketing
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Marketing Advertising and Communications
Macaulay Honors College, Baruch College Campus 2008 — 2012
Bachelor of Business Administration (BBA), Advertising and Marketing Communications
Staten Island Technical High School 2004 — 2008
High School Diploma
Morgan Stanley February 2014 - Present
Capital One June 2013 - October 2013
Enterprise Rent-A-Car November 2012 - June 2013
Shore Thing Marketing, Inc. August 2012 - October 2012
Pasticceria Bruno April 2010 - August 2012
StyleOwner, Inc. September 2011 - May 2012
Skills
Computer Skills:..., Conversational Russian, Sales, Communications, Marketing Strategy, Advertising, PowerPoint, Marketing Communications, Leadership, Social Networking, Marketing
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Marketing Advertising and Communications
Macaulay Honors College, Baruch College Campus 2008 — 2012
Bachelor of Business Administration (BBA), Advertising and Marketing Communications
Staten Island Technical High School 2004 — 2008
High School Diploma
David Linderman's Morgan Stanley Experience April 2013 - April 2013
Job CoFounder @ Tinbox
Industry Internet
Experience
Tinbox January 2014 - Present
Credit Suisse September 2013 - August 2014
Alpha Epsilon Pi April 2013 - April 2014
Warwick Entrepreneurs April 2013 - February 2014
Unibubble January 2013 - December 2013
Credit Suisse April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
Barclays April 2013 - April 2013
Chartered Management Institute Glasgow February 2012 - September 2012
Iberdrola August 2011 - July 2012
Skills
Project Management, Building Relationships, Entrepreneurship, Public Speaking, Analytical Skills, Commercial Awareness, Social Skills, Creative Writing, Team Leadership, Management, Start-ups, Sales, Teamwork, Inspiring People, Strategy, Imagination, Problem Solving, Interpersonal Skills, Creative Flair, Intercultural..., Investor Behaviour, Communication Skills, Devising Innovative..., Managing Client..., Working Under Pressure, Desire to Learn, Delivering Presentations, Languages, Versatility, Exchanging Ideas, Meeting Tight Deadlines, Computer Literate, Negotiation, Accounting, Communication
Education
Warwick Business School 2012 — 2016
BSc/AFA (Hons), Accounting and Finance
Beijing Language and Culture University 2012 — 2012
Intensive Mandarin Summer Language Program
Chartered Management Institute 2011 — 2012
Certificate in Management (Level 3)
Hutchesons' Grammar School 2005 — 2011
Tinbox January 2014 - Present
Credit Suisse September 2013 - August 2014
Alpha Epsilon Pi April 2013 - April 2014
Warwick Entrepreneurs April 2013 - February 2014
Unibubble January 2013 - December 2013
Credit Suisse April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
Barclays April 2013 - April 2013
Chartered Management Institute Glasgow February 2012 - September 2012
Iberdrola August 2011 - July 2012
Skills
Project Management, Building Relationships, Entrepreneurship, Public Speaking, Analytical Skills, Commercial Awareness, Social Skills, Creative Writing, Team Leadership, Management, Start-ups, Sales, Teamwork, Inspiring People, Strategy, Imagination, Problem Solving, Interpersonal Skills, Creative Flair, Intercultural..., Investor Behaviour, Communication Skills, Devising Innovative..., Managing Client..., Working Under Pressure, Desire to Learn, Delivering Presentations, Languages, Versatility, Exchanging Ideas, Meeting Tight Deadlines, Computer Literate, Negotiation, Accounting, Communication
Education
Warwick Business School 2012 — 2016
BSc/AFA (Hons), Accounting and Finance
Beijing Language and Culture University 2012 — 2012
Intensive Mandarin Summer Language Program
Chartered Management Institute 2011 — 2012
Certificate in Management (Level 3)
Hutchesons' Grammar School 2005 — 2011
Jeremy Truong's Morgan Stanley Experience July 2012 - August 2012
Job New graduate seeking experience in recruitment
Industry International Affairs
Experience
UC Davis Services for International Students and Scholars September 2012 - Present
Davis Bridge Educational Foundation September 2011 - December 2014
Morgan Stanley July 2012 - August 2012
Sodexo - University Dining Services December 2010 - May 2011
Cali-Nev-Ha Kiwanis District Office April 2009 - April 2010
Skills
Statistical Data..., Diversity Program..., U.S. foreign policy, Development Economics, Portfolio Management, Mandarin, Chinese, Cantonese, French, International..., International Economics, Budget Monitoring, Budgets, Customer Service, Economics, International Relations, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Public Speaking, Time Management, Research
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, International Relations & Chinese
Beijing Language and Culture University 2008 — 2008
UC Davis Services for International Students and Scholars September 2012 - Present
Davis Bridge Educational Foundation September 2011 - December 2014
Morgan Stanley July 2012 - August 2012
Sodexo - University Dining Services December 2010 - May 2011
Cali-Nev-Ha Kiwanis District Office April 2009 - April 2010
Skills
Statistical Data..., Diversity Program..., U.S. foreign policy, Development Economics, Portfolio Management, Mandarin, Chinese, Cantonese, French, International..., International Economics, Budget Monitoring, Budgets, Customer Service, Economics, International Relations, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Public Speaking, Time Management, Research
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, International Relations & Chinese
Beijing Language and Culture University 2008 — 2008
Viet Anh Le Viet Anh Le's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Dartmouth College September 2011 - March 2014
Gridley & Company LLC June 2013 - August 2013
Dartmouth College March 2012 - June 2012
Skills
Microsoft Office, Mandarin, PowerPoint, Microsoft Excel, Economics, Capital IQ, Microsoft Word, Chinese, ThomsonOne
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Beijing Normal University 2012 — 2012
Non Degree, Chinese Language and Literature
ACS (Independent) 2007 — 2010
International Baccalaureate Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Dartmouth College September 2011 - March 2014
Gridley & Company LLC June 2013 - August 2013
Dartmouth College March 2012 - June 2012
Skills
Microsoft Office, Mandarin, PowerPoint, Microsoft Excel, Economics, Capital IQ, Microsoft Word, Chinese, ThomsonOne
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Beijing Normal University 2012 — 2012
Non Degree, Chinese Language and Literature
ACS (Independent) 2007 — 2010
International Baccalaureate Diploma
Steve Oblack's Morgan Stanley Experience 2006 - 2011
Job Head of Distribution at TFS Capital
Industry Financial Services
Experience
TFS Capital September 2014 - Present
Fund Evaluation Group July 2012 - August 2014
myCIO Wealth Partners October 2011 - July 2012
Morgan Stanley 2006 - 2011
Goldman Sachs 2003 - 2006
Bayerische Landesbank 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Investments, Fixed Income, Capital Markets, Private Equity, Equities, Valuation, Bloomberg, Series 7, Asset Allocation, Asset Managment, Derivatives
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Bates College 1992 — 1996
BA, Economics
TFS Capital September 2014 - Present
Fund Evaluation Group July 2012 - August 2014
myCIO Wealth Partners October 2011 - July 2012
Morgan Stanley 2006 - 2011
Goldman Sachs 2003 - 2006
Bayerische Landesbank 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Investments, Fixed Income, Capital Markets, Private Equity, Equities, Valuation, Bloomberg, Series 7, Asset Allocation, Asset Managment, Derivatives
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Bates College 1992 — 1996
BA, Economics
Vadim Yungelson Vadim Yungelson's Morgan Stanley Experience November 2011 - Present
Job Credit Capital at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Morgan Stanley March 2010 - October 2011
Federal Reserve Bank of New York April 2009 - February 2010
Morgan Stanley December 2007 - April 2009
Morgan Stanley July 2006 - December 2007
Citigroup Private Bank April 2005 - July 2006
Converium 2001 - 2005
Skills
Financial Risk, Risk Management, Fixed Income, Counterparty Risk, Basel II, Derivatives, Credit Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
New York University 2000 — 2002
Bachelor of Arts (BA), Computer Science
Morgan Stanley November 2011 - Present
Morgan Stanley March 2010 - October 2011
Federal Reserve Bank of New York April 2009 - February 2010
Morgan Stanley December 2007 - April 2009
Morgan Stanley July 2006 - December 2007
Citigroup Private Bank April 2005 - July 2006
Converium 2001 - 2005
Skills
Financial Risk, Risk Management, Fixed Income, Counterparty Risk, Basel II, Derivatives, Credit Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
New York University 2000 — 2002
Bachelor of Arts (BA), Computer Science
Zara Alminova Zara Alminova's Morgan Stanley Experience April 2005 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2005 - April 2006
Citibank, NA March 2000 - January 2005
Citibank, NA May 1995 - March 2000
Futon Center May 1994 - May 1997
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Bachelor of Business Administration Cum Laude, Finance and Investment
Morgan Stanley April 2005 - April 2006
Citibank, NA March 2000 - January 2005
Citibank, NA May 1995 - March 2000
Futon Center May 1994 - May 1997
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Bachelor of Business Administration Cum Laude, Finance and Investment
Peter Nikitas Peter Nikitas's Morgan Stanley Experience May 1998 - January 2001
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments January 2001 - Present
Morgan Stanley May 1998 - January 2001
PNA 1988 - 1998
Education
Bates College 1979 — 1983
BA, Economics
Fidelity Investments January 2001 - Present
Morgan Stanley May 1998 - January 2001
PNA 1988 - 1998
Education
Bates College 1979 — 1983
BA, Economics
Eric Offei-Addo Eric Offei-Addo's Morgan Stanley Experience April 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2004 - Present
Sidley Austin LLP September 2000 - June 2002
State of Connecticut Department of Banking March 1992 - July 1997
Skills
Capital Markets, Hedge Funds, Equities, Securities Lending, Fixed Income, Contract Negotiation, Risk Management, Securities, Prime Brokerage, Financial Services, Alternative Investments, Trading Systems, Derivatives, Options
Education
Cornell Law School 1997 — 2000
Juris Doctor (J.D.)
Baylor University - Hankamer School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
University of Ghana 1980 — 1984
Bachelor's Degree, Economics
Achimota School
Morgan Stanley April 2004 - Present
Sidley Austin LLP September 2000 - June 2002
State of Connecticut Department of Banking March 1992 - July 1997
Skills
Capital Markets, Hedge Funds, Equities, Securities Lending, Fixed Income, Contract Negotiation, Risk Management, Securities, Prime Brokerage, Financial Services, Alternative Investments, Trading Systems, Derivatives, Options
Education
Cornell Law School 1997 — 2000
Juris Doctor (J.D.)
Baylor University - Hankamer School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
University of Ghana 1980 — 1984
Bachelor's Degree, Economics
Achimota School
Anna Martynova, CFA Anna Martynova, CFA's Morgan Stanley Experience 2003 - 2007
Job PNC Financial Services
Industry Investment Management
Experience
PNC July 2013 - Present
JP Morgan January 2008 - June 2013
Iona College 2007 - 2008
University of Bridgeport 2007 - 2008
Morgan Stanley 2003 - 2007
Baylor University 2002 - 2003
Freddie Mac 1999 - 2001
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Investments, Investment Banking, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Financial Structuring, Financial Markets, Asset Management, Trading, Structured Finance, Securities, Bonds, Financial Analysis, Valuation, Alternative Investments, FX Options, Private Equity, Options
Education
Chartered Financial Analyst 2004 — 2007
Designation Awarded 2007
Baylor University - Hankamer School of Business 2002 — 2003
Master's degree, Economics, GPA 4.0
George Mason University 1996 — 1999
Bachelor of Science (BS), Finance, GPA 3.9
PNC July 2013 - Present
JP Morgan January 2008 - June 2013
Iona College 2007 - 2008
University of Bridgeport 2007 - 2008
Morgan Stanley 2003 - 2007
Baylor University 2002 - 2003
Freddie Mac 1999 - 2001
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Investments, Investment Banking, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Financial Structuring, Financial Markets, Asset Management, Trading, Structured Finance, Securities, Bonds, Financial Analysis, Valuation, Alternative Investments, FX Options, Private Equity, Options
Education
Chartered Financial Analyst 2004 — 2007
Designation Awarded 2007
Baylor University - Hankamer School of Business 2002 — 2003
Master's degree, Economics, GPA 4.0
George Mason University 1996 — 1999
Bachelor of Science (BS), Finance, GPA 3.9
Bret Mason Bret Mason's Morgan Stanley Experience April 2003 - April 2006
Job Senior Vice President, Investments, WMS, AAMS, CRPS
Industry Financial Services
Experience
Raymond James April 2006 - Present
Morgan Stanley April 2003 - April 2006
Raymond James Financial Services March 1993 - April 2003
Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Securities, Management, Investments, Financial Services, Strategy, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service
Education
Baylor University - Hankamer School of Business 1985 — 1988
BBA, Finance and Economics
Greenville College 1984 — 1985
Raymond James April 2006 - Present
Morgan Stanley April 2003 - April 2006
Raymond James Financial Services March 1993 - April 2003
Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Securities, Management, Investments, Financial Services, Strategy, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service
Education
Baylor University - Hankamer School of Business 1985 — 1988
BBA, Finance and Economics
Greenville College 1984 — 1985
Shuo Chen Shuo Chen's Morgan Stanley Experience August 2007 - September 2012
Job Software Engineer at Google
Industry Internet
Experience
Google October 2012 - Present
Morgan Stanley August 2007 - September 2012
Skills
Distributed Systems, Concurrent Programming, C++, TCP/IP, Network Programming, Linux, Multithreading
Education
Beijing Normal University 2004 — 2007
M.Eng., Information and Signal Processing
Beijing Normal University 2000 — 2004
B.Sc., Electronic Engineering
Google October 2012 - Present
Morgan Stanley August 2007 - September 2012
Skills
Distributed Systems, Concurrent Programming, C++, TCP/IP, Network Programming, Linux, Multithreading
Education
Beijing Normal University 2004 — 2007
M.Eng., Information and Signal Processing
Beijing Normal University 2000 — 2004
B.Sc., Electronic Engineering
Veronica Aronov, PMP Veronica Aronov, PMP's Morgan Stanley Experience May 2005 - August 2008
Job Vice President at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada Capital Markets November 2010 - Present
PwC September 2008 - November 2010
PricewaterhouseCoopers 2008 - 2010
Morgan Stanley May 2005 - August 2008
Morgan Stanley 2005 - 2008
Cingular Wireless September 1999 - May 2005
AT&T Wireless 2001 - 2005
New Life radio 2001 - 2003
Skills
Strategic Sourcing, Vendor Management, Financial Analysis, Outsourcing, Contract Negotiation, Business Process..., Pricing, Risk Management, Strategic Consulting, Project Management, Leadership, BPO, ITO, SDLC, Strategy, Business Process, Sourcing, Management, Program Management
Education
Harvard Business School 2001 — 2001
Executive Education, Client Chain Services
Baruch College, City University of New York (CUNY) 1994 — 1997
BA, Accounting, Finance
Russian State University 1987 — 1993
Masters, Economics, Management
Royal Bank of Canada Capital Markets November 2010 - Present
PwC September 2008 - November 2010
PricewaterhouseCoopers 2008 - 2010
Morgan Stanley May 2005 - August 2008
Morgan Stanley 2005 - 2008
Cingular Wireless September 1999 - May 2005
AT&T Wireless 2001 - 2005
New Life radio 2001 - 2003
Skills
Strategic Sourcing, Vendor Management, Financial Analysis, Outsourcing, Contract Negotiation, Business Process..., Pricing, Risk Management, Strategic Consulting, Project Management, Leadership, BPO, ITO, SDLC, Strategy, Business Process, Sourcing, Management, Program Management
Education
Harvard Business School 2001 — 2001
Executive Education, Client Chain Services
Baruch College, City University of New York (CUNY) 1994 — 1997
BA, Accounting, Finance
Russian State University 1987 — 1993
Masters, Economics, Management
Liuren Wu Liuren Wu's Morgan Stanley Experience 2011 - 2013
Job Professor at Baruch College
Industry Financial Services
Experience
Baruch College September 2003 - Present
tPlus Technology LP December 2012 - Present
RBC August 2009 - February 2013
Morgan Stanley 2011 - 2013
Bloomberg 2003 - December 2011
Caspian Capital Management 2000 - 2003
Fordham University 1998 - 2003
Skills
Quantitative Finance, Fixed Income, Quantitative Analytics, Econometrics, Derivatives, Time Series Analysis, Monte Carlo Simulation, Options, VBA, Market Risk, Bloomberg, Equity Derivatives, Hedge Funds, Economics, Credit Derivatives, Equities, Polymer Chemistry, Corporate Finance, Financial Modeling, R, Financial Markets, Technical Analysis, Macroeconomics, Capital Markets, Statistical Modeling, Eviews, FX Options, Statistics, Trading, Investment Banking, Equity Research, Stata, Commodity, Financial Risk, Portfolio Optimization, Portfolio Management, Interest Rate..., Emerging Markets, Bloomberg Terminal, SAS, Trading Systems, Financial Engineering, Valuation, Electronic Trading, Credit Risk, Economic Research, Hedging, Data Mining, Structured Products, Bonds
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MPhil, International Business & Economics
Chinese Academy of Sciences, Institute of Chemistry, Beijing 1991 — 1994
PhD, Polymer Science
Beijing Institute of Technology 1984 — 1991
BS, MS, Chemical engineerning
Baruch College September 2003 - Present
tPlus Technology LP December 2012 - Present
RBC August 2009 - February 2013
Morgan Stanley 2011 - 2013
Bloomberg 2003 - December 2011
Caspian Capital Management 2000 - 2003
Fordham University 1998 - 2003
Skills
Quantitative Finance, Fixed Income, Quantitative Analytics, Econometrics, Derivatives, Time Series Analysis, Monte Carlo Simulation, Options, VBA, Market Risk, Bloomberg, Equity Derivatives, Hedge Funds, Economics, Credit Derivatives, Equities, Polymer Chemistry, Corporate Finance, Financial Modeling, R, Financial Markets, Technical Analysis, Macroeconomics, Capital Markets, Statistical Modeling, Eviews, FX Options, Statistics, Trading, Investment Banking, Equity Research, Stata, Commodity, Financial Risk, Portfolio Optimization, Portfolio Management, Interest Rate..., Emerging Markets, Bloomberg Terminal, SAS, Trading Systems, Financial Engineering, Valuation, Electronic Trading, Credit Risk, Economic Research, Hedging, Data Mining, Structured Products, Bonds
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MPhil, International Business & Economics
Chinese Academy of Sciences, Institute of Chemistry, Beijing 1991 — 1994
PhD, Polymer Science
Beijing Institute of Technology 1984 — 1991
BS, MS, Chemical engineerning
N. Robert Lee N. Robert Lee's Morgan Stanley Experience April 2004 - January 2005
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Morgan Stanley April 2004 - January 2005
Skills
Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Fixed Income, Alternative Investments, Project Management, Portfolio Management, Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Investment Strategies, Team Building, Investments, Equities, Retirement Planning, Contract Negotiation, Budgets, Process Improvement, Finance, Asset Management, Strategic Financial..., Negotiation, Estate Planning, Financial Analysis, Securities, Financial Modeling, Insurance, Investment Advisory, Life Insurance, Separately Managed..., Personal Financial..., Long-term Care, Wealth Accumulation, Wealth Management..., 401k Rollovers, Derivatives, Bonds
Education
Baylor University
Merrill Lynch January 2005 - Present
Morgan Stanley April 2004 - January 2005
Skills
Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Fixed Income, Alternative Investments, Project Management, Portfolio Management, Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Investment Strategies, Team Building, Investments, Equities, Retirement Planning, Contract Negotiation, Budgets, Process Improvement, Finance, Asset Management, Strategic Financial..., Negotiation, Estate Planning, Financial Analysis, Securities, Financial Modeling, Insurance, Investment Advisory, Life Insurance, Separately Managed..., Personal Financial..., Long-term Care, Wealth Accumulation, Wealth Management..., 401k Rollovers, Derivatives, Bonds
Education
Baylor University
Rafaela Bustamante's Morgan Stanley Experience April 2015 - June 2015
Job Underwriting Intern at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - Present
Morgan Stanley April 2015 - June 2015
Planet Finance China September 2014 - December 2014
Casahierro Abogados June 2013 - September 2013
Law offices of Richard Villasenor May 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, Time Management, Photoshop, Gretl, InDesign, Analytics, Salesforce.com
Education
UC Davis 2012 — 2016
Bachelor's degree, Economics and Chinese
Beijing Normal University 2014 — 2014
Chinese Language Study
Polytechnic School 2008 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
Liberty Mutual Insurance June 2015 - Present
Morgan Stanley April 2015 - June 2015
Planet Finance China September 2014 - December 2014
Casahierro Abogados June 2013 - September 2013
Law offices of Richard Villasenor May 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, Time Management, Photoshop, Gretl, InDesign, Analytics, Salesforce.com
Education
UC Davis 2012 — 2016
Bachelor's degree, Economics and Chinese
Beijing Normal University 2014 — 2014
Chinese Language Study
Polytechnic School 2008 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
Ivan Bagrintsev's Morgan Stanley Experience July 2015 - Present
Job Quantitative Software Engineer
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
J.P. Morgan Securities LLC May 2013 - June 2015
Goldman Sachs 2009 - May 2013
Goldman Sachs April 2006 - 2009
Accoona, Corp November 2005 - March 2006
TD Waterhouse May 2004 - November 2005
NOVARTIS March 2002 - December 2003
PAGOO Inc. May 2001 - February 2002
Exadel, Inc May 2000 - April 2001
Skills
Electronic Trading, Interest Rate..., Machine Learning, C++, Java, Scala, Market Making, Exchange Connectivity, Statistical Arbitrage, Grid Computing, Akka, Spark, Hadoop, Market Data, High Frequency Trading, Databases, Financial Modeling, MOM, FIX, Agile, Distributed Systems, R, Matlab, Python, x86 Assembly, Data Mining, Investment Banking, Market Risk
Education
Bauman Moscow State Technical University 1991 — 1997
Master's degree
Morgan Stanley July 2015 - Present
J.P. Morgan Securities LLC May 2013 - June 2015
Goldman Sachs 2009 - May 2013
Goldman Sachs April 2006 - 2009
Accoona, Corp November 2005 - March 2006
TD Waterhouse May 2004 - November 2005
NOVARTIS March 2002 - December 2003
PAGOO Inc. May 2001 - February 2002
Exadel, Inc May 2000 - April 2001
Skills
Electronic Trading, Interest Rate..., Machine Learning, C++, Java, Scala, Market Making, Exchange Connectivity, Statistical Arbitrage, Grid Computing, Akka, Spark, Hadoop, Market Data, High Frequency Trading, Databases, Financial Modeling, MOM, FIX, Agile, Distributed Systems, R, Matlab, Python, x86 Assembly, Data Mining, Investment Banking, Market Risk
Education
Bauman Moscow State Technical University 1991 — 1997
Master's degree
Jalen Fu's Morgan Stanley Experience January 2006 - September 2008
Job Project Manager
Industry Computer Software
Experience
Bank of America Merrill Lynch September 2008 - Present
Morgan Stanley January 2006 - September 2008
BD April 2003 - January 2006
Brookfield Properties June 2002 - February 2003
China Everbright Bank September 1998 - August 2001
Skills
Business Analysis, Microsoft SQL Server, Consulting, SDLC, Agile Methodologies, SQL, Project Management, Requirements Analysis, Requirements Gathering, Sybase, Vendor Management, C#, Software Project...
Education
Beijing Jiaotong University 1989 — 1996
M.Sc., Computer Software Engineering
Bank of America Merrill Lynch September 2008 - Present
Morgan Stanley January 2006 - September 2008
BD April 2003 - January 2006
Brookfield Properties June 2002 - February 2003
China Everbright Bank September 1998 - August 2001
Skills
Business Analysis, Microsoft SQL Server, Consulting, SDLC, Agile Methodologies, SQL, Project Management, Requirements Analysis, Requirements Gathering, Sybase, Vendor Management, C#, Software Project...
Education
Beijing Jiaotong University 1989 — 1996
M.Sc., Computer Software Engineering
Esther Hong, PMP's Morgan Stanley Experience 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Whit Keuer's Morgan Stanley Experience 1998 - 1998
Job Principal at Bain & Company
Industry Management Consulting
Experience
Bain & Company 2008 - Present
Credit Suisse 2007 - 2007
PricewaterhouseCoopers 2001 - 2006
Morgan Stanley 1998 - 1998
Skills
Chartered Financial..., Certified Public..., Mergers & Acquisitions, Strategy, Investment Banking, Project Management, Management Consulting, Due Diligence, International Tax, Financial Modeling, Private Equity, Financial Analysis, Valuation, Management, Cross-functional Team..., Corporate Development
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Baylor University - Hankamer School of Business 2000 — 2001
Masters, Accounting
Baylor University 1996 — 2000
Bachelors, Accounting with concentration in Finance
Bain & Company 2008 - Present
Credit Suisse 2007 - 2007
PricewaterhouseCoopers 2001 - 2006
Morgan Stanley 1998 - 1998
Skills
Chartered Financial..., Certified Public..., Mergers & Acquisitions, Strategy, Investment Banking, Project Management, Management Consulting, Due Diligence, International Tax, Financial Modeling, Private Equity, Financial Analysis, Valuation, Management, Cross-functional Team..., Corporate Development
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Baylor University - Hankamer School of Business 2000 — 2001
Masters, Accounting
Baylor University 1996 — 2000
Bachelors, Accounting with concentration in Finance
Gennady Lukin's Morgan Stanley Experience 2002 - 2007
Job at Leviton from Pangaia Partners
Industry Financial Services
Experience
Deutsche Bank Global Network Services September 2009 - Present
Pangaia Partners August 2007 - Present
Leviton January 2009 - August 2009
Deutsche Bank Global Network Services from Pangaia Partners August 2007 - December 2008
ThruPoint Inc. August 2000 - August 2007
Morgan Stanley 2002 - 2007
AMC CORPORATION 1999 - 2000
NETLAN INTERACTIVE 1996 - 1999
CHILDREN'S TELEVISION WORKSHOP September 1989 - October 1996
Skills
Data Center, Vendor Management, Disaster Recovery, Virtualization, Cisco Technologies, Networking, Integration, Leadership, IT Strategy, IT Management, ITIL, Network Architecture, Network Security
Education
Belarusian State University 1974 — 1979
M.S., Physics
Deutsche Bank Global Network Services September 2009 - Present
Pangaia Partners August 2007 - Present
Leviton January 2009 - August 2009
Deutsche Bank Global Network Services from Pangaia Partners August 2007 - December 2008
ThruPoint Inc. August 2000 - August 2007
Morgan Stanley 2002 - 2007
AMC CORPORATION 1999 - 2000
NETLAN INTERACTIVE 1996 - 1999
CHILDREN'S TELEVISION WORKSHOP September 1989 - October 1996
Skills
Data Center, Vendor Management, Disaster Recovery, Virtualization, Cisco Technologies, Networking, Integration, Leadership, IT Strategy, IT Management, ITIL, Network Architecture, Network Security
Education
Belarusian State University 1974 — 1979
M.S., Physics
Vincent A. Fiorillo's Morgan Stanley Experience 1989 - 2005
Job Global Sales Manger at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP June 2013 - Present
Doubleline Capital LP December 2009 - January 2013
TCW February 2005 - December 2009
Morgan Stanley 1989 - 2005
Smith Barney 1985 - 1989
Merrill Lynch 1981 - 1985
Donald Sheldon & Co 1977 - 1981
Skills
ABS, MBS, Hedge Funds, Fixed Income, Securitization, Structured Products, Asset Management, Securities, Derivatives, Bloomberg, Investment Banking, Alternative Investments, Investments, Due Diligence, Capital Markets, Valuation, Private Equity, Asset Allocation, Equities, Portfolio Management, Structured Finance, Financial Structuring, Bonds, Emerging Markets, Investment Strategies, Mutual Funds, Series 7, Investment Management, Hedging, Trading, Credit Derivatives, Wealth Management, Series 63, High Yield, Financial Modeling, Financial Markets, Corporate Finance, Options
Education
City University of New York-Baruch College 1979 — 1982
Marist College 1964 — 1965
business
DoubleLine Group LP June 2013 - Present
Doubleline Capital LP December 2009 - January 2013
TCW February 2005 - December 2009
Morgan Stanley 1989 - 2005
Smith Barney 1985 - 1989
Merrill Lynch 1981 - 1985
Donald Sheldon & Co 1977 - 1981
Skills
ABS, MBS, Hedge Funds, Fixed Income, Securitization, Structured Products, Asset Management, Securities, Derivatives, Bloomberg, Investment Banking, Alternative Investments, Investments, Due Diligence, Capital Markets, Valuation, Private Equity, Asset Allocation, Equities, Portfolio Management, Structured Finance, Financial Structuring, Bonds, Emerging Markets, Investment Strategies, Mutual Funds, Series 7, Investment Management, Hedging, Trading, Credit Derivatives, Wealth Management, Series 63, High Yield, Financial Modeling, Financial Markets, Corporate Finance, Options
Education
City University of New York-Baruch College 1979 — 1982
Marist College 1964 — 1965
business
Laura Chappell-Brown's Morgan Stanley Experience November 2007 - January 2012
Job Senior Writer, U.S. CFO Program at Deloitte LLP
Industry Writing and Editing
Experience
Deloitte LLP April 2013 - Present
McKinsey & Company May 2012 - March 2013
Morgan Stanley November 2007 - January 2012
Wall Street Journal 1995 - 2002
Dow Jones Newswires January 1996 - January 1997
Skills
Editorial, Content Strategy, Editing, Thought Leadership, White Papers, Content Management, Content Development, Copy Editing, Strategy, Web Content, Publishing, Journalism, Leadership, Blogging, Writing, Digital Editorial, Editorial Project..., Copywriting, Storytelling, Proofreading, Newspapers, Financial Writing
Education
Columbia University - Graduate School of Journalism 1990 — 1991
MS, International Studies, Magazine Writing
Bates College
BA, English Literature
The Spence School
Deloitte LLP April 2013 - Present
McKinsey & Company May 2012 - March 2013
Morgan Stanley November 2007 - January 2012
Wall Street Journal 1995 - 2002
Dow Jones Newswires January 1996 - January 1997
Skills
Editorial, Content Strategy, Editing, Thought Leadership, White Papers, Content Management, Content Development, Copy Editing, Strategy, Web Content, Publishing, Journalism, Leadership, Blogging, Writing, Digital Editorial, Editorial Project..., Copywriting, Storytelling, Proofreading, Newspapers, Financial Writing
Education
Columbia University - Graduate School of Journalism 1990 — 1991
MS, International Studies, Magazine Writing
Bates College
BA, English Literature
The Spence School
Tim Austin's Morgan Stanley Experience January 2009 - November 2011
Job Principal at Searchlight Capital Partners
Industry Financial Services
Experience
Searchlight Capital Partners November 2011 - Present
Morgan Stanley January 2009 - November 2011
Highland Capital Management August 2008 - December 2008
Rothschild July 2006 - July 2008
Education
Bates College 2002 — 2006
Bachelor of Science, Economics
Searchlight Capital Partners November 2011 - Present
Morgan Stanley January 2009 - November 2011
Highland Capital Management August 2008 - December 2008
Rothschild July 2006 - July 2008
Education
Bates College 2002 — 2006
Bachelor of Science, Economics
Grif Peterson's Morgan Stanley Experience July 2009 - July 2011
Job Learning Lead @ P2PU
Industry Libraries
Experience
Peer 2 Peer University March 2015 - Present
MIT Media Lab February 2014 - May 2015
The Synergos Institute April 2013 - July 2013
UNICEF November 2012 - April 2013
University of Central Asia November 2011 - December 2012
Morgan Stanley July 2009 - July 2011
Skills
Policy Analysis, Public Policy, Nonprofits, Research, Economics, International Relations, Qualitative Research, Politics, Social Media, Data Analysis, International..., Policy, Political Science, Creative Writing, Public Speaking, Editing, Analysis, Fundraising, Strategy, Quantitative Analytics, Strategic Planning
Education
Harvard University Graduate School of Education 2013 — 2014
Master of Education (M.Ed.), International Education Policy
Bates College 2005 — 2009
Bachelor of Arts, Political Science
School of Oriental and African Studies, U. of London 2008 — 2008
Middle Eastern and South Asian Political and Economic Development
Greens Farms Academy 2001 — 2005
High School Diploma
Peer 2 Peer University March 2015 - Present
MIT Media Lab February 2014 - May 2015
The Synergos Institute April 2013 - July 2013
UNICEF November 2012 - April 2013
University of Central Asia November 2011 - December 2012
Morgan Stanley July 2009 - July 2011
Skills
Policy Analysis, Public Policy, Nonprofits, Research, Economics, International Relations, Qualitative Research, Politics, Social Media, Data Analysis, International..., Policy, Political Science, Creative Writing, Public Speaking, Editing, Analysis, Fundraising, Strategy, Quantitative Analytics, Strategic Planning
Education
Harvard University Graduate School of Education 2013 — 2014
Master of Education (M.Ed.), International Education Policy
Bates College 2005 — 2009
Bachelor of Arts, Political Science
School of Oriental and African Studies, U. of London 2008 — 2008
Middle Eastern and South Asian Political and Economic Development
Greens Farms Academy 2001 — 2005
High School Diploma
Samuel Buchholz's Morgan Stanley Experience January 2007 - November 2009
Job Real Estate Professional
Industry Financial Services
Experience
Capstone Group March 2014 - Present
Cantor Fitzgerald 2010 - 2011
Morgan Stanley January 2007 - November 2009
Archon Group January 1998 - January 2007
Education
Baylor University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Seattle Pacific University 1993 — 1995
Capstone Group March 2014 - Present
Cantor Fitzgerald 2010 - 2011
Morgan Stanley January 2007 - November 2009
Archon Group January 1998 - January 2007
Education
Baylor University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Seattle Pacific University 1993 — 1995
Gleb Esman's Morgan Stanley Experience 2014 - Present
Job Senior Product Manager at Splunk
Industry Information Technology and Services
Experience
Splunk August 2015 - Present
Morgan Stanley 2014 - Present
MENSK Technologies Corporation January 2002 - Present
Ackroo July 2012 - April 2014
Precidia Technologies April 2011 - May 2012
Alcatel-Lucent July 2007 - February 2008
Alcatel Lucent's Bell Labs 2007 - 2008
Flycast 2000 - 2001
IBM T.J. Watson Research Center 1994 - 2000
IBM Corporation 1994 - 2000
Skills
Web Applications, Portals, Deployment, E-commerce, Small Business, AJAX, Integration, jQuery, MySQL, Product Development, CSS, PHP, JavaScript, API, Application Development, Web Development, Web Services, Software Development, Software Project..., Databases, XML, Bitcoin, Unix, APIs, Agile Methodologies, Mobile Applications, Sitecore, Ruby, C#, System Deployment, Java
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1980 — 1985
Master of Science (M.Sc.), Radioelectronics and Computer Software
Splunk August 2015 - Present
Morgan Stanley 2014 - Present
MENSK Technologies Corporation January 2002 - Present
Ackroo July 2012 - April 2014
Precidia Technologies April 2011 - May 2012
Alcatel-Lucent July 2007 - February 2008
Alcatel Lucent's Bell Labs 2007 - 2008
Flycast 2000 - 2001
IBM T.J. Watson Research Center 1994 - 2000
IBM Corporation 1994 - 2000
Skills
Web Applications, Portals, Deployment, E-commerce, Small Business, AJAX, Integration, jQuery, MySQL, Product Development, CSS, PHP, JavaScript, API, Application Development, Web Development, Web Services, Software Development, Software Project..., Databases, XML, Bitcoin, Unix, APIs, Agile Methodologies, Mobile Applications, Sitecore, Ruby, C#, System Deployment, Java
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1980 — 1985
Master of Science (M.Sc.), Radioelectronics and Computer Software
Tom Lucey's Morgan Stanley Experience June 2005 - August 2005
Job Vice President of Commercial Deposit Pricing & Revenue Management at Capital One
Industry Banking
Experience
Capital One July 2013 - Present
Analysis Group June 2006 - May 2013
Morgan Stanley June 2005 - August 2005
Fannie Mae June 2004 - August 2004
Skills
Economics, Valuation, Business Valuation, Quantitative Analytics, Financial Analysis, Stata, Microsoft Excel, VBA, Finance, Derivatives, Statistics, Econometrics, Financial Modeling, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Concentrating in Economics, Finance and Accounting
Bates College 2002 — 2006
B.S., Double Major in Economics & Physics, Minor in Mathematics
Williston Northampton School 1997 — 2002
Capital One July 2013 - Present
Analysis Group June 2006 - May 2013
Morgan Stanley June 2005 - August 2005
Fannie Mae June 2004 - August 2004
Skills
Economics, Valuation, Business Valuation, Quantitative Analytics, Financial Analysis, Stata, Microsoft Excel, VBA, Finance, Derivatives, Statistics, Econometrics, Financial Modeling, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Concentrating in Economics, Finance and Accounting
Bates College 2002 — 2006
B.S., Double Major in Economics & Physics, Minor in Mathematics
Williston Northampton School 1997 — 2002
Justin Pats's Morgan Stanley Experience 2002 - 2002
Job at
Industry Government Administration
Experience
USPTO June 2015 - Present
USPTO October 2013 - June 2015
USPTO May 2011 - October 2013
USPTO May 2013 - September 2013
USPTO July 2012 - December 2012
USPTO June 2006 - May 2011
Morgan Stanley 2002 - 2002
Skills
Patentability, Patent Prosecution, Patents, Patent Litigation, Intellectual Property, Legal Research
Education
The George Washington University Law School 2006 — 2008
LL.M., Intellectual Property
Marquette University Law School 2003 — 2006
J.D., Law
Columbia Engineering 2001 — 2003
B.S., Operations Research
Bates College 1998 — 2001
B.S., Physics
Gilman School 1994 — 1998
High School
USPTO June 2015 - Present
USPTO October 2013 - June 2015
USPTO May 2011 - October 2013
USPTO May 2013 - September 2013
USPTO July 2012 - December 2012
USPTO June 2006 - May 2011
Morgan Stanley 2002 - 2002
Skills
Patentability, Patent Prosecution, Patents, Patent Litigation, Intellectual Property, Legal Research
Education
The George Washington University Law School 2006 — 2008
LL.M., Intellectual Property
Marquette University Law School 2003 — 2006
J.D., Law
Columbia Engineering 2001 — 2003
B.S., Operations Research
Bates College 1998 — 2001
B.S., Physics
Gilman School 1994 — 1998
High School
Xiao Li's Morgan Stanley Experience July 2011 - Present
Job Quantitative Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Skills
Probability and..., Financial Mathematics, Derivative Pricing, Statistical Learning, C++, Stochastic Processes, R, Algorithms, Options
Education
University of Illinois at Urbana-Champaign 2006 — 2011
Beijing Normal University 2002 — 2006
Bachelor, Mathematics
Morgan Stanley July 2011 - Present
Skills
Probability and..., Financial Mathematics, Derivative Pricing, Statistical Learning, C++, Stochastic Processes, R, Algorithms, Options
Education
University of Illinois at Urbana-Champaign 2006 — 2011
Beijing Normal University 2002 — 2006
Bachelor, Mathematics
Patrick Ellsworth's Morgan Stanley Experience 1998 - 1998
Job Senior Diplomat
Industry Government Administration
Experience
US Department of State January 2002 - Present
Booz Allen Hamilton September 1999 - 2001
Morgan Stanley 1998 - 1998
ACTR 1993 - 1995
Skills
International Relations, Foreign Policy, International..., Policy Analysis, Public Policy, Policy, Politics, Diplomacy, Government, Program Management, International Security, Political Science, Foreign Affairs, Public Speaking, Human Rights, Spanish, Economics, National Security, Energy sector, Analysis, Communications, Leadership, Operations Management, Logistics Management, Banking, Agriculture, Consulting, Negotiation, Business Analysis, Financial Analysis, Energy Industry, Restructuring, Team Building, Team Management, Non-profit..., Economic Development, Economic Policy, Public Relations, Knowledge Management, Strategic Planning, Business Strategy, Public-private..., Defense Sector, Russian, Sustainable Energy, Sustainable Agriculture, Operational Excellence, Management, Strategy, Research
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, International Finance
Columbia University - School of International and Public Affairs 1996 — 1999
MIA, Economic Development
Bates College 1990 — 1993
BA, Russian, (Graduated with High Honors)
Dickinson College 1989 — 1990
Russian
Woodstock Academy 1985 — 1989
US Department of State January 2002 - Present
Booz Allen Hamilton September 1999 - 2001
Morgan Stanley 1998 - 1998
ACTR 1993 - 1995
Skills
International Relations, Foreign Policy, International..., Policy Analysis, Public Policy, Policy, Politics, Diplomacy, Government, Program Management, International Security, Political Science, Foreign Affairs, Public Speaking, Human Rights, Spanish, Economics, National Security, Energy sector, Analysis, Communications, Leadership, Operations Management, Logistics Management, Banking, Agriculture, Consulting, Negotiation, Business Analysis, Financial Analysis, Energy Industry, Restructuring, Team Building, Team Management, Non-profit..., Economic Development, Economic Policy, Public Relations, Knowledge Management, Strategic Planning, Business Strategy, Public-private..., Defense Sector, Russian, Sustainable Energy, Sustainable Agriculture, Operational Excellence, Management, Strategy, Research
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, International Finance
Columbia University - School of International and Public Affairs 1996 — 1999
MIA, Economic Development
Bates College 1990 — 1993
BA, Russian, (Graduated with High Honors)
Dickinson College 1989 — 1990
Russian
Woodstock Academy 1985 — 1989
David Neuwirth's Morgan Stanley Experience 1985 - 2008
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup February 2010 - Present
Merrill Lynch 2008 - 2009
Morgan Stanley 1985 - 2008
Education
Columbia University - Columbia Business School 1981 — 1983
MBA
Bates College 1973 — 1977
BA
Citigroup February 2010 - Present
Merrill Lynch 2008 - 2009
Morgan Stanley 1985 - 2008
Education
Columbia University - Columbia Business School 1981 — 1983
MBA
Bates College 1973 — 1977
BA
Timothy Fisher's Morgan Stanley Experience 2003 - 2005
Job Senior Vice PresidentRegional Director at Flagstar Bank
Industry Financial Services
Experience
Flagstar Bank March 2015 - Present
SG Capital June 2013 - March 2014
First Continental Mortgage Corp February 2009 - February 2013
Texas Mortgage Bankers Association May 2012 - 2013
Phoenix Capital August 2008 - February 2009
Goldman Sachs March 2005 - May 2008
Morgan Stanley 2003 - 2005
Citibank August 1994 - March 2003
CitiMortgage 2002 - 2003
Education
Baylor University 1984 — 1988
BA, business journalism
Flagstar Bank March 2015 - Present
SG Capital June 2013 - March 2014
First Continental Mortgage Corp February 2009 - February 2013
Texas Mortgage Bankers Association May 2012 - 2013
Phoenix Capital August 2008 - February 2009
Goldman Sachs March 2005 - May 2008
Morgan Stanley 2003 - 2005
Citibank August 1994 - March 2003
CitiMortgage 2002 - 2003
Education
Baylor University 1984 — 1988
BA, business journalism
Honggang (Ross) Wang's Morgan Stanley Experience June 2010 - Present
Job Vice President OTC Clearing at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2010 - Present
UBS Investment Bank September 2007 - June 2010
Doublebridge Tech Inc February 2003 - September 2007
Skills
Java, System Design, Spring, Requirements Analysis, Software Development, Databases, OTC Clearing, Fixed Income, Trade Confirmation, CDS, IRS, FX trading, Hibernate, SOA, Sybase, SDLC, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Master, MBA
Mississippi State University 2000 — 2002
Master, Computer Science
Beihang University 1992 — 1999
Master's degree, Mechanical Engineering
Morgan Stanley June 2010 - Present
UBS Investment Bank September 2007 - June 2010
Doublebridge Tech Inc February 2003 - September 2007
Skills
Java, System Design, Spring, Requirements Analysis, Software Development, Databases, OTC Clearing, Fixed Income, Trade Confirmation, CDS, IRS, FX trading, Hibernate, SOA, Sybase, SDLC, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Master, MBA
Mississippi State University 2000 — 2002
Master, Computer Science
Beihang University 1992 — 1999
Master's degree, Mechanical Engineering
Vincent Lupo's Morgan Stanley Experience February 1986 - June 1996
Job Managing Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC December 2012 - Present
Independent Financial Services Professional July 2012 - December 2012
Jefferies & Company February 2004 - May 2011
Neuberger Berman April 2000 - February 2004
National Financial July 1996 - January 1999
Morgan Stanley February 1986 - June 1996
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
BBA, Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC December 2012 - Present
Independent Financial Services Professional July 2012 - December 2012
Jefferies & Company February 2004 - May 2011
Neuberger Berman April 2000 - February 2004
National Financial July 1996 - January 1999
Morgan Stanley February 1986 - June 1996
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
BBA, Finance
Nekpen Osuan's Morgan Stanley Experience June 2015 - Present
Job Vice President at Morgan Stanley | Data Consultant
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Teach For America October 2014 - Present
Skills
Research, Data Analysis, Analytics, Program Evaluation, SPSS, Policy, Access, Writing, SAS, SQL, NVivo, Qualitative Data, Quantative Analysis, Microsoft Excel, Grants, Grant Writing, Policy Analysis, Strategic Planning, Databases, Management, Analysis, Public Speaking, Statistics, Project Management, Training, Strategy, Nonprofits, Python, Qualitative Research, Business Intelligence, Organizational..., R, Market Research, Quantitative Analytics, Financial Modeling, Quantitative Research, International Relations
Education
Columbia University in the City of New York
Master of Arts (M.A.)
Baylor University
B.A
Morgan Stanley June 2015 - Present
Teach For America October 2014 - Present
Skills
Research, Data Analysis, Analytics, Program Evaluation, SPSS, Policy, Access, Writing, SAS, SQL, NVivo, Qualitative Data, Quantative Analysis, Microsoft Excel, Grants, Grant Writing, Policy Analysis, Strategic Planning, Databases, Management, Analysis, Public Speaking, Statistics, Project Management, Training, Strategy, Nonprofits, Python, Qualitative Research, Business Intelligence, Organizational..., R, Market Research, Quantitative Analytics, Financial Modeling, Quantitative Research, International Relations
Education
Columbia University in the City of New York
Master of Arts (M.A.)
Baylor University
B.A
Wesley Xu's Morgan Stanley Experience 2000 - 2001
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
Technology Consulting February 2013 - Present
JP Morgan March 2008 - February 2013
Bear Stearns May 2001 - March 2008
Morgan Stanley 2000 - 2001
Deutsche Bank 1999 - 2000
Salomon Brothers 1997 - 1998
JP Morgan 1996 - 1997
Toronto Stock Exchange 1994 - 1995
Skills
Software Development, Management, Leadership, Project Management, Trading Systems, Portfolio Management, Trading, Fixed Income, Prime Brokerage, Asset Managment, Electronic Trading, Asset Management, Investment Banking, Business Analysis, Equity Derivatives, Equities, Derivatives
Education
Beijing Normal University
B.Sc., Physics
University of Toronto
M.A.Sc., Electrical Engineering
Technology Consulting February 2013 - Present
JP Morgan March 2008 - February 2013
Bear Stearns May 2001 - March 2008
Morgan Stanley 2000 - 2001
Deutsche Bank 1999 - 2000
Salomon Brothers 1997 - 1998
JP Morgan 1996 - 1997
Toronto Stock Exchange 1994 - 1995
Skills
Software Development, Management, Leadership, Project Management, Trading Systems, Portfolio Management, Trading, Fixed Income, Prime Brokerage, Asset Managment, Electronic Trading, Asset Management, Investment Banking, Business Analysis, Equity Derivatives, Equities, Derivatives
Education
Beijing Normal University
B.Sc., Physics
University of Toronto
M.A.Sc., Electrical Engineering
Carlos Melville's Morgan Stanley Experience 2004 - 2009
Job Senior Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US December 2013 - Present
CPM Communications 2011 - 2013
Morgan Stanley 2004 - 2009
Palmer & Dodge LLP 1998 - 2003
Lovell & Stewart LLP 1996 - 1997
Johnson Stokes & Master January 1992 - May 1992
Skills
Public Relations, Corporate Communications, Strategic Communications, Media Relations, Crisis Communications, Internal Communications, Investor Relations, Financial Communications, Crisis Management, Issues Management, Writing, Editing, Social Media, Government Relations, Public Policy, Financial Services, Investment Banking, Asset Management, Capital Markets, Private Equity, Real Estate Private..., Commodity Markets
Education
Bates College 1991 — 1995
BA, History
Middlesex School 1987 — 1991
Diploma
Columbia Threadneedle Investments, US December 2013 - Present
CPM Communications 2011 - 2013
Morgan Stanley 2004 - 2009
Palmer & Dodge LLP 1998 - 2003
Lovell & Stewart LLP 1996 - 1997
Johnson Stokes & Master January 1992 - May 1992
Skills
Public Relations, Corporate Communications, Strategic Communications, Media Relations, Crisis Communications, Internal Communications, Investor Relations, Financial Communications, Crisis Management, Issues Management, Writing, Editing, Social Media, Government Relations, Public Policy, Financial Services, Investment Banking, Asset Management, Capital Markets, Private Equity, Real Estate Private..., Commodity Markets
Education
Bates College 1991 — 1995
BA, History
Middlesex School 1987 — 1991
Diploma
Regina Readling's Morgan Stanley Experience October 2011 - May 2013
Job Associate, Executive Compensation & Benefits Group at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP June 2013 - Present
Morgan Stanley October 2011 - May 2013
Sullivan & Cromwell LLP September 2008 - September 2011
Hodgson Russ LLP May 2007 - August 2007
Ruder Finn June 2004 - June 2005
Education
State University of New York at Buffalo - Law School 2005 — 2008
JD, Magna Cum Laude, Law
Bates College 2000 — 2004
BS, Cum Laude, Biochemistry
Sullivan & Cromwell LLP June 2013 - Present
Morgan Stanley October 2011 - May 2013
Sullivan & Cromwell LLP September 2008 - September 2011
Hodgson Russ LLP May 2007 - August 2007
Ruder Finn June 2004 - June 2005
Education
State University of New York at Buffalo - Law School 2005 — 2008
JD, Magna Cum Laude, Law
Bates College 2000 — 2004
BS, Cum Laude, Biochemistry
Vladimir Kogan's Morgan Stanley Experience September 1999 - March 2000
Job
Industry Insurance
Experience
AIG Property Casualty July 2012 - Present
AIG Property Casualty January 2011 - July 2012
AIG Property Casualty September 2008 - January 2011
Lehman Brothers (Barclays Capital) November 2006 - September 2008
Cybersettle Inc. March 2000 - September 2006
Morgan Stanley September 1999 - March 2000
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Financial Modeling, Strategic Financial..., Budget, Forecasting, Project Planning, Project Management, Financial Operations, Accounting, Analysis, Budgets, Business Process..., Change Management, Process Improvement, Risk Management, Tax, Finance, Financial Planning
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
New York Institute of Technology
MBA, Finance
Newtown High School
AIG Property Casualty July 2012 - Present
AIG Property Casualty January 2011 - July 2012
AIG Property Casualty September 2008 - January 2011
Lehman Brothers (Barclays Capital) November 2006 - September 2008
Cybersettle Inc. March 2000 - September 2006
Morgan Stanley September 1999 - March 2000
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Financial Modeling, Strategic Financial..., Budget, Forecasting, Project Planning, Project Management, Financial Operations, Accounting, Analysis, Budgets, Business Process..., Change Management, Process Improvement, Risk Management, Tax, Finance, Financial Planning
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
New York Institute of Technology
MBA, Finance
Newtown High School
Vlad Babii's Morgan Stanley Experience September 2007 - March 2008
Job VP at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2008 - Present
Morgan Stanley September 2007 - March 2008
Federal Reserve Bank 2003 - 2007
CA 2002 - 2003
WSTG September 1997 - January 2002
Skills
Trading Systems, Equities, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Queens College 2000 — 2002
MA, Computer Science
1989 — 1995
MS, Mathematics
Merrill Lynch March 2008 - Present
Morgan Stanley September 2007 - March 2008
Federal Reserve Bank 2003 - 2007
CA 2002 - 2003
WSTG September 1997 - January 2002
Skills
Trading Systems, Equities, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Queens College 2000 — 2002
MA, Computer Science
1989 — 1995
MS, Mathematics
Andy Apstein's Morgan Stanley Experience January 2011 - Present
Job Institutional Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Stephens Inc. June 2009 - January 2011
Banc of America Securities May 2003 - February 2009
Commonwealth Financial Network August 2000 - April 2003
Education
Bates College 1996 — 2000
B.A., Economics
Belmont Hill School 1990 — 1996
Morgan Stanley January 2011 - Present
Stephens Inc. June 2009 - January 2011
Banc of America Securities May 2003 - February 2009
Commonwealth Financial Network August 2000 - April 2003
Education
Bates College 1996 — 2000
B.A., Economics
Belmont Hill School 1990 — 1996
Clara Li's Morgan Stanley Experience 1999 - 2009
Job Senior Application Developer at Bloomberg
Industry Information Technology and Services
Experience
Bloomberg 2009 - Present
Morgan Stanley 1999 - 2009
Automated Concepts Inc. 1995 - 1999
HELMSMAN GROUP INC 1994 - 1995
Education
Temple University 1994 — 1995
Master, Computer and Information Science
Beijing Normal University
B.S, Mathematics
Tsinghua University
Master, Applied Mathematics
Bloomberg 2009 - Present
Morgan Stanley 1999 - 2009
Automated Concepts Inc. 1995 - 1999
HELMSMAN GROUP INC 1994 - 1995
Education
Temple University 1994 — 1995
Master, Computer and Information Science
Beijing Normal University
B.S, Mathematics
Tsinghua University
Master, Applied Mathematics
Alexei Balakov's Morgan Stanley Experience March 2014 - Present
Job Senior Software Developer (Consultant) at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2014 - Present
Angelo, Gordon & Co. July 2013 - March 2014
Deloitte July 2011 - July 2013
Hudson Energy July 2010 - July 2011
Inspector Software October 2009 - July 2010
Alliance Bernstein August 2006 - October 2009
NewspaperDirect Inc. 2005 - 2006
Skills
WCF, .NET, C#, ASP.NET, WinForms, LINQ, WPF, ASP.NET MVC, Design Patterns, Silverlight, NUnit, ADO.NET, Visual Studio, T-SQL, TFS, XML, Subversion, Agile Methodologies, XSLT, SOA, Test Driven Development, Entity Framework, Ext JS, JavaScript, Git
Education
Bauman Moscow State Technical University 1997 — 2003
Master, Robotics
Morgan Stanley March 2014 - Present
Angelo, Gordon & Co. July 2013 - March 2014
Deloitte July 2011 - July 2013
Hudson Energy July 2010 - July 2011
Inspector Software October 2009 - July 2010
Alliance Bernstein August 2006 - October 2009
NewspaperDirect Inc. 2005 - 2006
Skills
WCF, .NET, C#, ASP.NET, WinForms, LINQ, WPF, ASP.NET MVC, Design Patterns, Silverlight, NUnit, ADO.NET, Visual Studio, T-SQL, TFS, XML, Subversion, Agile Methodologies, XSLT, SOA, Test Driven Development, Entity Framework, Ext JS, JavaScript, Git
Education
Bauman Moscow State Technical University 1997 — 2003
Master, Robotics
Vidal Benbasat's Morgan Stanley Experience June 2007 - November 2007
Job Assistant at Berdon LLP
Industry Accounting
Experience
Berdon LLP February 2009 - Present
Morgan Stanley June 2007 - November 2007
Van Wagner Communications February 2007 - April 2007
Education
City University of New York-Baruch College 2004 — 2008
BBA, Finance, Marketing, History
Berdon LLP February 2009 - Present
Morgan Stanley June 2007 - November 2007
Van Wagner Communications February 2007 - April 2007
Education
City University of New York-Baruch College 2004 — 2008
BBA, Finance, Marketing, History
Helen Andreoli's Morgan Stanley Experience June 2000 - March 2006
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch March 2006 - November 2011
Morgan Stanley June 2000 - March 2006
Skills
Investments, Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Securities
Education
University of Maine 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
UBS Financial Services November 2011 - Present
Merrill Lynch March 2006 - November 2011
Morgan Stanley June 2000 - March 2006
Skills
Investments, Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Securities
Education
University of Maine 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Yang Yu, CFA's Morgan Stanley Experience July 2010 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2010 - Present
DELOITTE TOUCHE LLP February 2008 - July 2010
R&R Consulting September 2007 - February 2008
OPPENHEIMER FUNDS May 2007 - December 2007
Skills
Structured Finance, Derivatives, Valuation, Capital Markets, Equity Derivatives, Financial Modeling, Fixed Income, Bloomberg, Equities, Quantitative Finance, VBA, Risk Management, Financial Analysis, Quantitative Analytics, Investment Banking, Finance, Corporate Finance, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Financial Engineering
University of Auckland 2005 — 2006
Graduate Diploma in Science, Mathematics
University of Auckland 2002 — 2004
BCom, Finance
Morgan Stanley July 2010 - Present
DELOITTE TOUCHE LLP February 2008 - July 2010
R&R Consulting September 2007 - February 2008
OPPENHEIMER FUNDS May 2007 - December 2007
Skills
Structured Finance, Derivatives, Valuation, Capital Markets, Equity Derivatives, Financial Modeling, Fixed Income, Bloomberg, Equities, Quantitative Finance, VBA, Risk Management, Financial Analysis, Quantitative Analytics, Investment Banking, Finance, Corporate Finance, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Financial Engineering
University of Auckland 2005 — 2006
Graduate Diploma in Science, Mathematics
University of Auckland 2002 — 2004
BCom, Finance
Lindsay Ann Tooley's Morgan Stanley Experience October 2009 - September 2011
Job Farmer's insurance commercial sales and servicing
Industry Insurance
Experience
Seeking a new opportunity January 2015 - Present
Farmers Insurance June 2014 - Present
Seeking employment September 2013 - Present
Weststar Mortgage Corporation November 2012 - May 2013
Transatlantic LLC September 2011 - November 2012
Morgan Stanley October 2009 - September 2011
Skills
Loss Mitigation, Risk Management, Credit, Banking, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Process Improvement
Education
Boswell High School 1997 — 2001
.
Baylor University
Public Relations
Seeking a new opportunity January 2015 - Present
Farmers Insurance June 2014 - Present
Seeking employment September 2013 - Present
Weststar Mortgage Corporation November 2012 - May 2013
Transatlantic LLC September 2011 - November 2012
Morgan Stanley October 2009 - September 2011
Skills
Loss Mitigation, Risk Management, Credit, Banking, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Process Improvement
Education
Boswell High School 1997 — 2001
.
Baylor University
Public Relations
Yanhua Pan's Morgan Stanley Experience August 2005 - June 2010
Job Tax Manager
Industry Mining & Metals
Experience
Kinross Gold Corporation August 2014 - Present
Cloud Peak Energy June 2010 - August 2014
Morgan Stanley August 2005 - June 2010
KPMG June 2001 - July 2005
Skills
International Tax, Tax, Corporate Tax, Tax Accounting, Income Tax, CPA, Tax Research, US Tax, Partnership Taxation, Tax Returns, Tax Preparation, Big 4, State Tax, SEC filings, US GAAP, Tax Law, Transfer Pricing, SEC Filings, Financial Reporting, GAAP, Financial Accounting, Mergers, Due Diligence
Education
Fordham Gabelli School of Business 2003 — 2006
MS, Taxation
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Accountancy
Capital University of Economics and Business 1995 — 1999
Bachelor's degree, Finance, General
Kinross Gold Corporation August 2014 - Present
Cloud Peak Energy June 2010 - August 2014
Morgan Stanley August 2005 - June 2010
KPMG June 2001 - July 2005
Skills
International Tax, Tax, Corporate Tax, Tax Accounting, Income Tax, CPA, Tax Research, US Tax, Partnership Taxation, Tax Returns, Tax Preparation, Big 4, State Tax, SEC filings, US GAAP, Tax Law, Transfer Pricing, SEC Filings, Financial Reporting, GAAP, Financial Accounting, Mergers, Due Diligence
Education
Fordham Gabelli School of Business 2003 — 2006
MS, Taxation
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Accountancy
Capital University of Economics and Business 1995 — 1999
Bachelor's degree, Finance, General
Raphael Tse's Morgan Stanley Experience August 2007 - September 2008
Job Business Operations Associate at Google
Industry Internet
Experience
Google 2013 - Present
McKinsey & Company 2011 - 2013
lululemon athletica 2010 - 2012
Activision June 2010 - August 2010
Morgan Stanley August 2007 - September 2008
Morgan Stanley July 2005 - July 2007
Skills
Strategy, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Management Consulting, Market Research, Research, Product Management, Marketing Strategy, Valuation, Product Marketing, Product Development, Financial Analysis, Strategic Planning, Corporate Finance, Business Development, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
Beijing Language and Culture University 2009 — 2009
Mandarin
Brown University
Bachelor of Arts (B.A.), Economics and International Relations
Google 2013 - Present
McKinsey & Company 2011 - 2013
lululemon athletica 2010 - 2012
Activision June 2010 - August 2010
Morgan Stanley August 2007 - September 2008
Morgan Stanley July 2005 - July 2007
Skills
Strategy, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Management Consulting, Market Research, Research, Product Management, Marketing Strategy, Valuation, Product Marketing, Product Development, Financial Analysis, Strategic Planning, Corporate Finance, Business Development, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
Beijing Language and Culture University 2009 — 2009
Mandarin
Brown University
Bachelor of Arts (B.A.), Economics and International Relations
Sarah Easley's Morgan Stanley Experience 1996 - 1998
Job Regulatory Compliance Consultant at Missouri Credit Union Assocition
Industry Information Technology and Services
Experience
Missouri Credit Union Association May 2010 - Present
Elder & Estate Planning Law Firm 2006 - September 2010
Wolters Kluwer Financial Services 2000 - 2006
Northwest Arkansas Community College 1998 - 1999
Morgan Stanley 1996 - 1998
Atchley Systems 1990 - 1995
Systematics 1987 - 1990
Education
University of Dallas 1989 — 1992
M.B.A, Corporate Finance
Baylor University 1983 — 1987
B.A., Computer Science
Massachusetts Institute of Technology - Sloan School of Management
Management Finance For Technical Exec, Finance
Missouri Credit Union Association May 2010 - Present
Elder & Estate Planning Law Firm 2006 - September 2010
Wolters Kluwer Financial Services 2000 - 2006
Northwest Arkansas Community College 1998 - 1999
Morgan Stanley 1996 - 1998
Atchley Systems 1990 - 1995
Systematics 1987 - 1990
Education
University of Dallas 1989 — 1992
M.B.A, Corporate Finance
Baylor University 1983 — 1987
B.A., Computer Science
Massachusetts Institute of Technology - Sloan School of Management
Management Finance For Technical Exec, Finance
Domenico Pizzuto's Morgan Stanley Experience May 2004 - Present
Job Executive Director / Market & Credit Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2004 - Present
Education
Stony Brook University 1984 — 1991
Ph.D., Physics
Baylor University 1979 — 1983
B.S., Physics
Morgan Stanley May 2004 - Present
Education
Stony Brook University 1984 — 1991
Ph.D., Physics
Baylor University 1979 — 1983
B.S., Physics
Vicky Kodinsky's Morgan Stanley Experience July 2010 - 2015
Job at
Industry Cosmetics
Experience
Estee Lauder Companies July 2015 - Present
Morgan Stanley July 2010 - 2015
BlackRock May 2008 - July 2010
Morgan Stanley May 2006 - June 2007
Skills
Accounting, Hedge Funds, Finance, Equities, Bloomberg, Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management, Capital Markets, Due Diligence
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Estee Lauder Companies July 2015 - Present
Morgan Stanley July 2010 - 2015
BlackRock May 2008 - July 2010
Morgan Stanley May 2006 - June 2007
Skills
Accounting, Hedge Funds, Finance, Equities, Bloomberg, Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management, Capital Markets, Due Diligence
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
John Van Amburgh's Morgan Stanley Experience 1999 - 2008
Job Sales and Marketing at Goodall Distributors
Industry Building Materials
Experience
Goodall Distributors September 2014 - Present
Goodall Distributors Inc September 2014 - Present
Community Trust Bank May 2012 - September 2013
PlainsCapital Bank May 2009 - November 2011
Morgan Stanley 1999 - 2008
Skills
Wealth Management, Commercial Banking, Loans, Credit, Mortgage Lending, Banking, Real Estate Financing, Asset Managment, Investments, Financial Analysis, Private Banking, Commercial Lending, Credit Analysis
Education
University of North Texas 1980 — 1982
BBA, Marketing
Baylor University 1974 — 1978
Business
Goodall Distributors September 2014 - Present
Goodall Distributors Inc September 2014 - Present
Community Trust Bank May 2012 - September 2013
PlainsCapital Bank May 2009 - November 2011
Morgan Stanley 1999 - 2008
Skills
Wealth Management, Commercial Banking, Loans, Credit, Mortgage Lending, Banking, Real Estate Financing, Asset Managment, Investments, Financial Analysis, Private Banking, Commercial Lending, Credit Analysis
Education
University of North Texas 1980 — 1982
BBA, Marketing
Baylor University 1974 — 1978
Business
Dell Stine's Morgan Stanley Experience December 2000 - June 2004
Job Owner at Dell Stine Ranch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Merrill Lynch June 2004 - Present
Dell Stine Ranch September 1998 - Present
Morgan Stanley December 2000 - June 2004
First National Bank of Byers February 1984 - January 2000
Stine and Stine Cattle Co February 1981 - September 1998
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Securities, Series 9 & 10, CRPC, Investments, Insurance, Mutual Funds, Portfolio Management, Fixed Income, Life Insurance, Alternative Investments, Risk Management, Series 63
Education
Texas A&M University-Commerce 1971 — 1972
Agricultural Economics
Baylor University 1969 — 1971
General Studies
Merrill Lynch July 2009 - Present
Merrill Lynch June 2004 - Present
Dell Stine Ranch September 1998 - Present
Morgan Stanley December 2000 - June 2004
First National Bank of Byers February 1984 - January 2000
Stine and Stine Cattle Co February 1981 - September 1998
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Securities, Series 9 & 10, CRPC, Investments, Insurance, Mutual Funds, Portfolio Management, Fixed Income, Life Insurance, Alternative Investments, Risk Management, Series 63
Education
Texas A&M University-Commerce 1971 — 1972
Agricultural Economics
Baylor University 1969 — 1971
General Studies
Jennifer Lamprecht Murray's Morgan Stanley Experience 2004 - 2009
Job Partner at Hollyford Consulting
Industry Venture Capital & Private Equity
Experience
Hollyford Consulting June 2014 - Present
FPG Partners May 2013 - May 2014
Hudson Advisors, LLC February 2011 - December 2012
Lone Star Funds / Hudson Advisors September 2009 - February 2011
Morgan Stanley 2004 - 2009
Morgan Stanley August 1998 - July 2003
AIG Trading Group September 1994 - June 1996
The Chase Manhattan Bank 1993 - 1994
The Chase Manhattan Bank 1990 - 1993
The Chase Manhattan Bank 1989 - 1990
Skills
Private Equity, CMBS, Valuation, Securitization, Capital Markets, Financial Modeling, Hedge Funds, Mezzanine, Investment Banking, Corporate Finance, Asset Managment, Capital Raising, High Yield, Due Diligence, Investments, Financial Structuring, Asset Management, Alternative Investments, Portfolio Management, Leveraged Finance, Investor Relations, Mergers & Acquisitions, Acquisitions, Structured Finance, Capital Structure, Emerging Markets, Fixed Income, Funding, Private Placements
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business and Marketing
Hollyford Consulting June 2014 - Present
FPG Partners May 2013 - May 2014
Hudson Advisors, LLC February 2011 - December 2012
Lone Star Funds / Hudson Advisors September 2009 - February 2011
Morgan Stanley 2004 - 2009
Morgan Stanley August 1998 - July 2003
AIG Trading Group September 1994 - June 1996
The Chase Manhattan Bank 1993 - 1994
The Chase Manhattan Bank 1990 - 1993
The Chase Manhattan Bank 1989 - 1990
Skills
Private Equity, CMBS, Valuation, Securitization, Capital Markets, Financial Modeling, Hedge Funds, Mezzanine, Investment Banking, Corporate Finance, Asset Managment, Capital Raising, High Yield, Due Diligence, Investments, Financial Structuring, Asset Management, Alternative Investments, Portfolio Management, Leveraged Finance, Investor Relations, Mergers & Acquisitions, Acquisitions, Structured Finance, Capital Structure, Emerging Markets, Fixed Income, Funding, Private Placements
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business and Marketing
Winnie Wu's Morgan Stanley Experience November 2014 - Present
Job Business Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Citi July 2013 - October 2014
Elizabeth St. Wine & Liquor Store February 2011 - October 2013
McGraw-Hill April 2012 - May 2013
BNY Mellon July 2009 - August 2009
Skills
Human Resources, Vendor Relations, Accruals, Budgeting, Expense Allocation, Invoice Processing, Microsoft Excel, Recruiting, Microsoft Office, Outlook, Management, Analysis, Customer Service, Cross-team Communication, Executive..., Event Management, Project Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Event Planning, Applicant Tracking..., Social Networking, Cantonese, Data Analysis, Research, Data Entry, Time Management, Windows, Mac
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Human Resource Management
Fort Hamilton High School
Advanced Regents Diploma
Morgan Stanley November 2014 - Present
Citi July 2013 - October 2014
Elizabeth St. Wine & Liquor Store February 2011 - October 2013
McGraw-Hill April 2012 - May 2013
BNY Mellon July 2009 - August 2009
Skills
Human Resources, Vendor Relations, Accruals, Budgeting, Expense Allocation, Invoice Processing, Microsoft Excel, Recruiting, Microsoft Office, Outlook, Management, Analysis, Customer Service, Cross-team Communication, Executive..., Event Management, Project Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Event Planning, Applicant Tracking..., Social Networking, Cantonese, Data Analysis, Research, Data Entry, Time Management, Windows, Mac
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Human Resource Management
Fort Hamilton High School
Advanced Regents Diploma
Winston Soto's Morgan Stanley Experience 2002 - 2011
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2011 - Present
Morgan Stanley 2002 - 2011
Skills
Equities, Finance, Fixed Income, Foreign Exchange, Investment Banking, Product Control, Capital Markets, Hedge Funds, Bloomberg, Derivatives, Liquidity Management, Corporate Finance, Credit Derivatives, Equity Derivatives, Financial Analysis, Financial Modeling, Interest Rate..., Middle Office, Risk Management, Valuation
Education
Baruch College, City University of New York (CUNY)
B.B.A, Finance and Investments
Deutsche Bank 2011 - Present
Morgan Stanley 2002 - 2011
Skills
Equities, Finance, Fixed Income, Foreign Exchange, Investment Banking, Product Control, Capital Markets, Hedge Funds, Bloomberg, Derivatives, Liquidity Management, Corporate Finance, Credit Derivatives, Equity Derivatives, Financial Analysis, Financial Modeling, Interest Rate..., Middle Office, Risk Management, Valuation
Education
Baruch College, City University of New York (CUNY)
B.B.A, Finance and Investments
Yelena (Helen) Kosenko's Morgan Stanley Experience February 2014 - Present
Job Associate Prime Services Funding Technology at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley February 2014 - Present
Credit Suisse October 2012 - November 2013
Credit Suisse July 2011 - January 2013
Credit Suisse June 2010 - August 2010
Skills
Bloomberg, Management, Equities, Fixed Income, Microsoft Excel, Microsoft Word, Risk Management, Microsoft Office, Financial Analysis, Business Analysis, Financial Modeling, Access, Banking, Analysis, Data Analysis
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Statistical and Quantitative Modeling
Morgan Stanley February 2014 - Present
Credit Suisse October 2012 - November 2013
Credit Suisse July 2011 - January 2013
Credit Suisse June 2010 - August 2010
Skills
Bloomberg, Management, Equities, Fixed Income, Microsoft Excel, Microsoft Word, Risk Management, Microsoft Office, Financial Analysis, Business Analysis, Financial Modeling, Access, Banking, Analysis, Data Analysis
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Statistical and Quantitative Modeling
Randy Odom's Morgan Stanley Experience May 1993 - May 2008
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. May 2008 - Present
Morgan Stanley May 1993 - May 2008
Paine Webber June 1987 - May 1993
Skills
Retirement Planning, Portfolio Management
Education
Baylor University 1980 — 1986
BBA, Finance, Accounting
Wells Fargo Advisors, LLC. May 2008 - Present
Morgan Stanley May 1993 - May 2008
Paine Webber June 1987 - May 1993
Skills
Retirement Planning, Portfolio Management
Education
Baylor University 1980 — 1986
BBA, Finance, Accounting
Velda Straker's Morgan Stanley Experience October 1998 - February 2012
Job Administrative Coordinator
Industry Financial Services
Experience
Morgan Stanley October 1998 - February 2012
Skills
Microsoft Office, Ariba, Outlook, Espace
Education
Baruch College
Morgan Stanley October 1998 - February 2012
Skills
Microsoft Office, Ariba, Outlook, Espace
Education
Baruch College
Victoria Lu's Morgan Stanley Experience 2003 - 2005
Job
Industry Banking
Experience
BIANGULAR, LLC. 2011 - 2014
NEWLINE PRODUCT 2005 - 2007
Morgan Stanley 2003 - 2005
Fujitsu 1998 - 2002
BREEZE DISTRIBUTOR,INC.DBA EAST OCEAN 1997 - 1998
Education
Baylor University 2004 — 2006
Master of Business Administration (MBA), 3.67
The University of Texas at Dallas 1997 — 1999
Bachelor of Science (B.S.), Computer Science
BIANGULAR, LLC. 2011 - 2014
NEWLINE PRODUCT 2005 - 2007
Morgan Stanley 2003 - 2005
Fujitsu 1998 - 2002
BREEZE DISTRIBUTOR,INC.DBA EAST OCEAN 1997 - 1998
Education
Baylor University 2004 — 2006
Master of Business Administration (MBA), 3.67
The University of Texas at Dallas 1997 — 1999
Bachelor of Science (B.S.), Computer Science
Vanessa Evans's Morgan Stanley Experience July 2006 - November 2007
Job Securities Regulator at Financial Industry Regulatory Authority (FINRA)
Industry Investment Banking
Experience
Financial Industry Regulatory Authority (FINRA) September 2014 - Present
Coach October 2011 - May 2014
Deutsche Bank April 2009 - October 2011
Deutsche Bank April 2009 - April 2010
Deutsche Bank July 2008 - March 2009
Robeco December 2007 - June 2008
Morgan Stanley July 2006 - November 2007
Skills
•Experienced..., analytical skills..., Microsoft Word, Excel,..., Fluent in Spanish, SWIFT, Citidirect..., Forecasting, Financial Analysis, Business Analysis, Management, Analysis, Process Improvement, Fixed Income
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Financial Industry Regulatory Authority (FINRA) September 2014 - Present
Coach October 2011 - May 2014
Deutsche Bank April 2009 - October 2011
Deutsche Bank April 2009 - April 2010
Deutsche Bank July 2008 - March 2009
Robeco December 2007 - June 2008
Morgan Stanley July 2006 - November 2007
Skills
•Experienced..., analytical skills..., Microsoft Word, Excel,..., Fluent in Spanish, SWIFT, Citidirect..., Forecasting, Financial Analysis, Business Analysis, Management, Analysis, Process Improvement, Fixed Income
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Clark Poole's Morgan Stanley Experience June 2013 - August 2013
Job Student at Baylor University
Industry Investment Banking
Experience
RBC Capital Markets June 2015 - August 2015
Texakoma May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Education
Baylor University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Capital Markets June 2015 - August 2015
Texakoma May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Education
Baylor University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
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