Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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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
Anthony DePersio Anthony DePersio's Morgan Stanley Experience January 2000 - January 2003
Job Financial Professional at Cornerstone Planning Group, LLC
Industry Financial Services
Experience
Cornerstone Planning Group, LLC September 2013 - Present
Aflac 2012 - Present
Fascino Restaurant June 2003 - Present
Nico Kitchen + Bar March 2011 - March 2014
Bar Cara Restaurant & Bar January 2010 - June 2013
Morgan Stanley January 2000 - January 2003
Skills
Hospitality, Management, Sales, Restaurants, Marketing Strategy, Catering, Food, Marketing, Strategic Planning, Customer Service, Wine, Customer Satisfaction, Team Building, Fine Dining, Leadership, Menu Development, Direct Sales, Sales Management, Food & Beverage, Negotiation, New Business Development, Time Management, Food Service, Email Marketing, Market Planning, Hospitality Management, Training, Inventory Management, Social Media, Social Media Marketing, Restaurant Management, Entrepreneurship, Budgets, Small Business, Operations Management, Social Networking, Business Planning, Public Relations, Life Insurance, Health Insurance, Disability Insurance, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Legacy Planning, Buy-sell Agreements
Education
Cook College at Rutgers University 1994 — 1999
B.S, Business Economics
Rutgers University-New Brunswick 1994 — 1998
B.S., Business Economics
Nutley High School 1991 — 1994
Cornerstone Planning Group, LLC September 2013 - Present
Aflac 2012 - Present
Fascino Restaurant June 2003 - Present
Nico Kitchen + Bar March 2011 - March 2014
Bar Cara Restaurant & Bar January 2010 - June 2013
Morgan Stanley January 2000 - January 2003
Skills
Hospitality, Management, Sales, Restaurants, Marketing Strategy, Catering, Food, Marketing, Strategic Planning, Customer Service, Wine, Customer Satisfaction, Team Building, Fine Dining, Leadership, Menu Development, Direct Sales, Sales Management, Food & Beverage, Negotiation, New Business Development, Time Management, Food Service, Email Marketing, Market Planning, Hospitality Management, Training, Inventory Management, Social Media, Social Media Marketing, Restaurant Management, Entrepreneurship, Budgets, Small Business, Operations Management, Social Networking, Business Planning, Public Relations, Life Insurance, Health Insurance, Disability Insurance, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Legacy Planning, Buy-sell Agreements
Education
Cook College at Rutgers University 1994 — 1999
B.S, Business Economics
Rutgers University-New Brunswick 1994 — 1998
B.S., Business Economics
Nutley High School 1991 — 1994
Jonathan Marrale Jonathan Marrale's Morgan Stanley Experience December 2008 - January 2011
Job Acquisitions & Development Associate at Fortuna Realty Group
Industry Real Estate
Experience
Fortuna Realty Group January 2014 - Present
Luxurious Hospitality Group May 2012 - January 2014
Morgan Stanley December 2008 - January 2011
Merrill Lynch January 2008 - December 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fortuna Realty Group January 2014 - Present
Luxurious Hospitality Group May 2012 - January 2014
Morgan Stanley December 2008 - January 2011
Merrill Lynch January 2008 - December 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Parita Patel Parita Patel's Morgan Stanley Experience February 2006 - July 2008
Job Associate Manager, Executive Compensation at Colgate Palmolive
Industry Consumer Goods
Experience
Colgate Palmolive October 2013 - Present
Avon July 2008 - October 2013
Morgan Stanley February 2006 - July 2008
Merrill Lynch August 2004 - December 2005
Skills
Proxy Statements, Executive Pay, Committees, Compensation Strategies, Deferred Compensation, Compensation Structures, Incentive Programs, Data Analysis, Microsoft Applications, SAP, PeopleSoft, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Major: Finance Minor: Psychology
Hoboken High School 1996 — 2000
Colgate Palmolive October 2013 - Present
Avon July 2008 - October 2013
Morgan Stanley February 2006 - July 2008
Merrill Lynch August 2004 - December 2005
Skills
Proxy Statements, Executive Pay, Committees, Compensation Strategies, Deferred Compensation, Compensation Structures, Incentive Programs, Data Analysis, Microsoft Applications, SAP, PeopleSoft, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Major: Finance Minor: Psychology
Hoboken High School 1996 — 2000
Londyn Crowder-Maree Londyn Crowder-Maree's Morgan Stanley Experience May 2014 - Present
Job Associate Private Banker
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Wells Fargo October 2012 - May 2014
Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch August 2009 - June 2011
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Private Banking, Investments, Retirement Planning, Uniform Combined State..., Securities, Banking, Credit, Mutual Funds, Equities, Asset Management, Mortgage Lending, Wealth Management..., High Net Worth..., Relationship Management, Asset Allocation, Financial Advisory, Cash Management, Loans, Financial Services, Lines Of Credit, Securities Lending, Mortgage Banking, Residential Mortgages, Retail Banking, Bonds, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley May 2014 - Present
Wells Fargo October 2012 - May 2014
Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch August 2009 - June 2011
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Private Banking, Investments, Retirement Planning, Uniform Combined State..., Securities, Banking, Credit, Mutual Funds, Equities, Asset Management, Mortgage Lending, Wealth Management..., High Net Worth..., Relationship Management, Asset Allocation, Financial Advisory, Cash Management, Loans, Financial Services, Lines Of Credit, Securities Lending, Mortgage Banking, Residential Mortgages, Retail Banking, Bonds, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor of Arts (B.A.), Economics
Nicole McEachron Nicole McEachron's Morgan Stanley Experience October 2000 - November 2004
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
BNP Paribas July 2006 - October 2014
GlobeOp Financial Services Inc November 2004 - July 2006
Morgan Stanley October 2000 - November 2004
Skills
Banking, Fixed Income, FX, Swaps, Middle Office, Options, Interest Rate..., Operational Risk, Derivatives, Credit, Credit Derivatives, CDS, Securities, Financial Markets, FX Options, Equities, Rates, Hedge Funds, Settlement, Trading Systems, Trading, Capital Markets, Bonds
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Bank of America November 2014 - Present
BNP Paribas July 2006 - October 2014
GlobeOp Financial Services Inc November 2004 - July 2006
Morgan Stanley October 2000 - November 2004
Skills
Banking, Fixed Income, FX, Swaps, Middle Office, Options, Interest Rate..., Operational Risk, Derivatives, Credit, Credit Derivatives, CDS, Securities, Financial Markets, FX Options, Equities, Rates, Hedge Funds, Settlement, Trading Systems, Trading, Capital Markets, Bonds
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Karine Blanc Karine Blanc's Morgan Stanley Experience June 2012 - August 2012
Job Analyst, Portfolio Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Fidelity Investments February 2013 - July 2014
Morgan Stanley June 2012 - August 2012
Prudential Financial April 2010 - May 2012
Pearson North America June 2009 - August 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Financial..., Financial Reporting, Access, Insurance
Education
Rutgers University 2008 — 2012
BA, Economics & Political Science
Jackson Memorial 2004 — 2008
High School
Lincoln Financial Group July 2014 - Present
Fidelity Investments February 2013 - July 2014
Morgan Stanley June 2012 - August 2012
Prudential Financial April 2010 - May 2012
Pearson North America June 2009 - August 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Financial..., Financial Reporting, Access, Insurance
Education
Rutgers University 2008 — 2012
BA, Economics & Political Science
Jackson Memorial 2004 — 2008
High School
Carolina Vivas's Morgan Stanley Experience 2000 - 2003
Job Business Owner / Yoga Instructor / Model / Writer / Entrepreneur
Industry Health, Wellness and Fitness
Experience
Your Buddhi July 2010 - Present
La Jolla Yoga Center March 2009 - August 2014
Morgan Stanley 2000 - 2003
Skills
Tracking Yoga Trends, Developing personalized..., Certifying yoga teachers, Fluent in Spanish, Writing about yoga, Public Speaking, Interviewing Skills, Teaching all levels, Customized Workshops, Event Planning, Camera Skills, Video Editing, Experienced in..., Yoga, Stress Management, Nutrition, Meditation, Music, Lifestyle, Strength Training, Wellness Coaching, Wellness, Teaching, Fitness Training, Fitness, Blogging
Education
Rutgers University-New Brunswick 1996 — 2000
BS, Computer Science
Your Buddhi July 2010 - Present
La Jolla Yoga Center March 2009 - August 2014
Morgan Stanley 2000 - 2003
Skills
Tracking Yoga Trends, Developing personalized..., Certifying yoga teachers, Fluent in Spanish, Writing about yoga, Public Speaking, Interviewing Skills, Teaching all levels, Customized Workshops, Event Planning, Camera Skills, Video Editing, Experienced in..., Yoga, Stress Management, Nutrition, Meditation, Music, Lifestyle, Strength Training, Wellness Coaching, Wellness, Teaching, Fitness Training, Fitness, Blogging
Education
Rutgers University-New Brunswick 1996 — 2000
BS, Computer Science
David Bauer David Bauer's Morgan Stanley Experience June 1994 - April 1997
Job Managing Partner at Sand Hill East
Industry Information Technology and Services
Experience
Sand Hill East November 2014 - Present
Digital Asset Holdings May 2015 - Present
Asurion August 2005 - October 2014
Merrill Lynch November 2001 - August 2005
SiteSmith April 2000 - August 2001
Merrill Lynch April 1999 - April 2000
Deutsche Bank April 1997 - April 1999
Morgan Stanley June 1994 - April 1997
Bell Communications Research April 1987 - June 1994
Skills
Information Security, Enterprise Architecture, Virtualization, International Project..., Global Operations, IT Infrastructure..., Crisis Management, Project Management, Privacy Law, IT Risk Management, Security, IT Operations, Integration, Information Security..., Disaster Recovery, Management, Business Development, Vendor Management, IT Strategy, Infrastructure, Leadership, Program Management, Information Technology, Risk Management, Business Continuity, SDLC, ITIL, Business Analysis, Cloud Computing, SaaS, Change Management, Data Center, Computer Security, Software Project..., Executive Management, Governance, Project Portfolio..., Consulting, Outsourcing, PMO, IT Management, Enterprise Software, Solution Architecture, IT Service Management, Business Process..., Professional Services, PMP, IT Outsourcing, Business Intelligence, Service Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1986
BA with high honors and MS
Thames Valley State Technical College 1978 — 1980
AAS
Sand Hill East November 2014 - Present
Digital Asset Holdings May 2015 - Present
Asurion August 2005 - October 2014
Merrill Lynch November 2001 - August 2005
SiteSmith April 2000 - August 2001
Merrill Lynch April 1999 - April 2000
Deutsche Bank April 1997 - April 1999
Morgan Stanley June 1994 - April 1997
Bell Communications Research April 1987 - June 1994
Skills
Information Security, Enterprise Architecture, Virtualization, International Project..., Global Operations, IT Infrastructure..., Crisis Management, Project Management, Privacy Law, IT Risk Management, Security, IT Operations, Integration, Information Security..., Disaster Recovery, Management, Business Development, Vendor Management, IT Strategy, Infrastructure, Leadership, Program Management, Information Technology, Risk Management, Business Continuity, SDLC, ITIL, Business Analysis, Cloud Computing, SaaS, Change Management, Data Center, Computer Security, Software Project..., Executive Management, Governance, Project Portfolio..., Consulting, Outsourcing, PMO, IT Management, Enterprise Software, Solution Architecture, IT Service Management, Business Process..., Professional Services, PMP, IT Outsourcing, Business Intelligence, Service Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1986
BA with high honors and MS
Thames Valley State Technical College 1978 — 1980
AAS
Rodney Frederickson Rodney Frederickson's Morgan Stanley Experience August 2007 - February 2008
Job Manager, Information Architecture at Sapient Global Markets
Industry Design
Experience
Sapient Global Markets June 2011 - Present
Prudential February 2008 - June 2011
Morgan Stanley August 2007 - February 2008
TD Ameritrade March 2007 - July 2007
Moodys Corporation September 2006 - February 2007
AIG March 2006 - September 2006
BCT Partners 2003 - 2006
Freelance consultant 2001 - 2003
Skills
Information Architecture, Interaction Design, User Experience Design, Usability Testing, User Research, Design Patterns, Web Applications, Financial Markets, User-centered Design, Agile Methodologies, User Experience, User Interface Design, Business Analysis, Design Strategy, HTML 5, Heuristic Evaluation, Persona, Usability, User Interface, Experience Design, Contextual Inquiry, Information Design, HTML5
Education
Rutgers University-New Brunswick 2008 — 2012
BA, Philosophy
Sapient Global Markets June 2011 - Present
Prudential February 2008 - June 2011
Morgan Stanley August 2007 - February 2008
TD Ameritrade March 2007 - July 2007
Moodys Corporation September 2006 - February 2007
AIG March 2006 - September 2006
BCT Partners 2003 - 2006
Freelance consultant 2001 - 2003
Skills
Information Architecture, Interaction Design, User Experience Design, Usability Testing, User Research, Design Patterns, Web Applications, Financial Markets, User-centered Design, Agile Methodologies, User Experience, User Interface Design, Business Analysis, Design Strategy, HTML 5, Heuristic Evaluation, Persona, Usability, User Interface, Experience Design, Contextual Inquiry, Information Design, HTML5
Education
Rutgers University-New Brunswick 2008 — 2012
BA, Philosophy
Richard Ellison Richard Ellison's Morgan Stanley Experience October 2010 - January 2011
Job Sr. Test Engineer at RTTS
Industry Computer Software
Experience
RTTS August 2010 - Present
Merrill Lynch January 2011 - Present
Morgan Stanley October 2010 - January 2011
AAR CORP. July 2007 - August 2010
Skills
Test Automation, Quality Center, Java, JIRA, HP Quality Center, SDLC, SQL, Selenium, Visual Studio, C#, Coded UI, JavaScript, CSS, HTML 5, Rational Functional..., TestPartner, Ext JS, A&P, Airframe, PowerPlant, Manual Testing, Quality Assurance, Test Cases, Testing, Agile Methodologies
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (BA), Computer Science
RTTS August 2010 - Present
Merrill Lynch January 2011 - Present
Morgan Stanley October 2010 - January 2011
AAR CORP. July 2007 - August 2010
Skills
Test Automation, Quality Center, Java, JIRA, HP Quality Center, SDLC, SQL, Selenium, Visual Studio, C#, Coded UI, JavaScript, CSS, HTML 5, Rational Functional..., TestPartner, Ext JS, A&P, Airframe, PowerPlant, Manual Testing, Quality Assurance, Test Cases, Testing, Agile Methodologies
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (BA), Computer Science
Bryan R. Boender Bryan R. Boender's Morgan Stanley Experience October 2000 - July 2001
Job Associate Attorney at Arnold Law
Industry Law Practice
Experience
Arnold Law February 2015 - Present
Boender Litigation, LLC October 2012 - March 2015
Public Defender Services of Lane County, Inc. September 2010 - September 2012
Oregon Army National Guard December 2010 - June 2012
Oregon School Boards Association May 2010 - December 2010
Oregon Army National Guard July 2009 - December 2010
US Army October 2004 - March 2009
CCG Investor Relations March 2002 - July 2003
Merrill Lynch August 2001 - March 2002
Morgan Stanley October 2000 - July 2001
Skills
Legal Research, Legal Writing, Administrative Law, Litigation, Westlaw, Lexis, Criminal Procedure, Public Speaking, Veterans Law, Trial Practice, Criminal Law, Civil Litigation, Research, Interviews, Government, Trials, Policy Analysis, Criminal Defense, Legislation, Legislative Relations, Motions
Education
University of Oregon School of Law 2009 — 2012
Doctor of Jurisprudence
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2000
Master of Science, Public Policy
Seattle University 1994 — 1998
Bachelor of Arts, Political Science
Arnold Law February 2015 - Present
Boender Litigation, LLC October 2012 - March 2015
Public Defender Services of Lane County, Inc. September 2010 - September 2012
Oregon Army National Guard December 2010 - June 2012
Oregon School Boards Association May 2010 - December 2010
Oregon Army National Guard July 2009 - December 2010
US Army October 2004 - March 2009
CCG Investor Relations March 2002 - July 2003
Merrill Lynch August 2001 - March 2002
Morgan Stanley October 2000 - July 2001
Skills
Legal Research, Legal Writing, Administrative Law, Litigation, Westlaw, Lexis, Criminal Procedure, Public Speaking, Veterans Law, Trial Practice, Criminal Law, Civil Litigation, Research, Interviews, Government, Trials, Policy Analysis, Criminal Defense, Legislation, Legislative Relations, Motions
Education
University of Oregon School of Law 2009 — 2012
Doctor of Jurisprudence
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2000
Master of Science, Public Policy
Seattle University 1994 — 1998
Bachelor of Arts, Political Science
Gregory Risicato Gregory Risicato's Morgan Stanley Experience March 2006 - May 2007
Job Director at Someway Food
Industry Management Consulting
Experience
Someway Food June 2011 - Present
Ralph Lauren May 2007 - June 2009
Morgan Stanley March 2006 - May 2007
Skills
Food, Food Industry, Marketing Strategy, New Business Development, Strategic Planning, Sales, Risk Management, Marketing, Social Media, Capital Markets, Sales Management, Public Speaking, Account Management, Marketing Management, Online Marketing, Social Media Marketing, Business Planning, Program Management, Training, Entrepreneurship, Management, Strategy, Business Strategy, Start-ups
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Economics
Someway Food June 2011 - Present
Ralph Lauren May 2007 - June 2009
Morgan Stanley March 2006 - May 2007
Skills
Food, Food Industry, Marketing Strategy, New Business Development, Strategic Planning, Sales, Risk Management, Marketing, Social Media, Capital Markets, Sales Management, Public Speaking, Account Management, Marketing Management, Online Marketing, Social Media Marketing, Business Planning, Program Management, Training, Entrepreneurship, Management, Strategy, Business Strategy, Start-ups
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Economics
Dylan Sinanaj's Morgan Stanley Experience June 2008 - August 2008
Job Executive Assistant
Industry Investment Management
Experience
EIG Global Energy Partners May 2015 - Present
Constellations Group July 2011 - April 2015
HBIS Realty Co September 2008 - June 2011
Morgan Stanley June 2008 - August 2008
RAB Lighting June 2007 - August 2007
Skills
Training, Administrative..., Management, QuickBooks, Invoicing, CRM, Microsoft Excel, Customer Service, Marketing, Account Reconciliation, Accounting, Negotiation, Press Releases, Databases, Logistics
Education
Rutgers University
Bachelor of Arts, Economics
Northern Valley High School at Old Tappan, NJ
EIG Global Energy Partners May 2015 - Present
Constellations Group July 2011 - April 2015
HBIS Realty Co September 2008 - June 2011
Morgan Stanley June 2008 - August 2008
RAB Lighting June 2007 - August 2007
Skills
Training, Administrative..., Management, QuickBooks, Invoicing, CRM, Microsoft Excel, Customer Service, Marketing, Account Reconciliation, Accounting, Negotiation, Press Releases, Databases, Logistics
Education
Rutgers University
Bachelor of Arts, Economics
Northern Valley High School at Old Tappan, NJ
Dmitry Korsunsky Dmitry Korsunsky's Morgan Stanley Experience December 2000 - May 2001
Job Chief Information Officer at OnTimeWorks, Inc.
Industry Information Technology and Services
Experience
OnTimeWorks, Inc. August 2014 - Present
Ecorithm, Inc. November 2013 - Present
Finally Light Bulb Company January 2013 - Present
Kronos March 2012 - July 2014
SaaShr / A Kronos Company August 2002 - March 2012
Prudential Financial May 2001 - August 2002
Morgan Stanley December 2000 - May 2001
Salomon Brothers August 1999 - December 2000
Matlen Silver June 1997 - August 1999
Skills
SaaS, Cloud Computing, Requirements Analysis, Start-ups, Integration, Software Quality..., Enterprise Software, Mobile Devices, Business Analysis, Software Implementation, Agile Methodologies, Security, Software Development, Professional Services, Web Applications, Java, SDLC, PaaS
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
OnTimeWorks, Inc. August 2014 - Present
Ecorithm, Inc. November 2013 - Present
Finally Light Bulb Company January 2013 - Present
Kronos March 2012 - July 2014
SaaShr / A Kronos Company August 2002 - March 2012
Prudential Financial May 2001 - August 2002
Morgan Stanley December 2000 - May 2001
Salomon Brothers August 1999 - December 2000
Matlen Silver June 1997 - August 1999
Skills
SaaS, Cloud Computing, Requirements Analysis, Start-ups, Integration, Software Quality..., Enterprise Software, Mobile Devices, Business Analysis, Software Implementation, Agile Methodologies, Security, Software Development, Professional Services, Web Applications, Java, SDLC, PaaS
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
David Wheeler David Wheeler's Morgan Stanley Experience September 2015 - Present
Job Interest Rates Sales and Trading Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2015 - Present
Reich & Tang May 2014 - September 2015
Northwestern Mutual May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Deland Moving and Storage Inc. November 2011 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, PowerPoint, Financial Analysis, Financial Modeling, Bloomberg, Strategic Financial..., Economics, Data Analysis, Valuation, Finance, Investments, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Business/Managerial Economics
Scarsdale High School
Morgan Stanley September 2015 - Present
Reich & Tang May 2014 - September 2015
Northwestern Mutual May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Deland Moving and Storage Inc. November 2011 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, PowerPoint, Financial Analysis, Financial Modeling, Bloomberg, Strategic Financial..., Economics, Data Analysis, Valuation, Finance, Investments, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Business/Managerial Economics
Scarsdale High School
Ryan Green Ryan Green's Morgan Stanley Experience April 2002 - August 2003
Job Associate Director at LGT Capital Partners
Industry Investment Management
Experience
LGT Capital Partners May 2014 - Present
Commonfund May 2011 - April 2014
JERSEY JUDO KARATE ACADEMY August 1990 - May 2011
Seasons Capital Management, LLC June 2009 - June 2010
The Reserve May 2004 - June 2009
JP Morgan August 2003 - May 2004
TRAINER LINK INC. May 2000 - May 2004
Morgan Stanley April 2002 - August 2003
Skills
Alternative Investments, Hedge Funds, Private Equity, Product Development, Fund Of Funds, Fundraising, Equities, Venture Capital, Commodity, Asset Allocation, Family Office, Prime Brokerage, Pensions, Endowments, Investment Advisory
Education
Rutgers University-New Brunswick
Yale School of Management
LGT Capital Partners May 2014 - Present
Commonfund May 2011 - April 2014
JERSEY JUDO KARATE ACADEMY August 1990 - May 2011
Seasons Capital Management, LLC June 2009 - June 2010
The Reserve May 2004 - June 2009
JP Morgan August 2003 - May 2004
TRAINER LINK INC. May 2000 - May 2004
Morgan Stanley April 2002 - August 2003
Skills
Alternative Investments, Hedge Funds, Private Equity, Product Development, Fund Of Funds, Fundraising, Equities, Venture Capital, Commodity, Asset Allocation, Family Office, Prime Brokerage, Pensions, Endowments, Investment Advisory
Education
Rutgers University-New Brunswick
Yale School of Management
Ormand O'Neal Ormand O'Neal's Morgan Stanley Experience January 2015 - Present
Job Financial Advisor, FAA Coach, Chair of Diversity Council Houston (Galleria Complex)
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management November 2009 - Present
Banking / Insurance 2001 - 2009
Skills
Series 9, Series 7, Series 10, Series 63, Series 65, Series 31, Investments, Wealth Management, Finance, Series 6, Insurance, Alternative Investments, Credit, Cold Calling, New Business Development, Banking, FINRA, Marketing, Securities, Uniform Combined State..., Financial Services, Telephone Skills, Investment Advisory, Financial Advisory, ETFs, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Analysis, Loans, Options, Fixed Income, Asset Management, Equities, Portfolio Management, Personal Financial..., Investment Strategies, Bonds, Mortgage Lending, Estate Planning, Investment Management, Financial Markets, Business Development, Risk Management, 401k, Separately Managed..., Phone Skills, Sales, Closing Deals, Retirement Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
BA
St. Benedict's Prep. HS 1994 — 1998
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management November 2009 - Present
Banking / Insurance 2001 - 2009
Skills
Series 9, Series 7, Series 10, Series 63, Series 65, Series 31, Investments, Wealth Management, Finance, Series 6, Insurance, Alternative Investments, Credit, Cold Calling, New Business Development, Banking, FINRA, Marketing, Securities, Uniform Combined State..., Financial Services, Telephone Skills, Investment Advisory, Financial Advisory, ETFs, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Analysis, Loans, Options, Fixed Income, Asset Management, Equities, Portfolio Management, Personal Financial..., Investment Strategies, Bonds, Mortgage Lending, Estate Planning, Investment Management, Financial Markets, Business Development, Risk Management, 401k, Separately Managed..., Phone Skills, Sales, Closing Deals, Retirement Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
BA
St. Benedict's Prep. HS 1994 — 1998
Sahil Arora's Morgan Stanley Experience April 2008 - August 2008
Job Associate Corporate Banking (TMT) at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Goldman Sachs September 2012 - July 2014
Mizuho Corporate Bank August 2011 - August 2012
Mizuho Corporate Bank November 2009 - August 2011
Morgan Stanley April 2008 - August 2008
Skills
Fixed Income, Investment Banking, Capital Markets, Bloomberg, Derivatives, Valuation, Equities, Structured Finance, Financial Modeling, Corporate Finance, Credit Risk, Financial Analysis, Interest Rate..., Financial Markets, Investments, LBO, M&A experience, M&A execution
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
B.A
London School of Economics and Political Science 2005 — 2006
BA
New York University (School of Continuing Education)
RBC Capital Markets August 2014 - Present
Goldman Sachs September 2012 - July 2014
Mizuho Corporate Bank August 2011 - August 2012
Mizuho Corporate Bank November 2009 - August 2011
Morgan Stanley April 2008 - August 2008
Skills
Fixed Income, Investment Banking, Capital Markets, Bloomberg, Derivatives, Valuation, Equities, Structured Finance, Financial Modeling, Corporate Finance, Credit Risk, Financial Analysis, Interest Rate..., Financial Markets, Investments, LBO, M&A experience, M&A execution
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
B.A
London School of Economics and Political Science 2005 — 2006
BA
New York University (School of Continuing Education)
Laleh Baheri Laleh Baheri's Morgan Stanley Experience February 2009 - June 2009
Job Director World Service Regulatory Strategy at American Express
Industry Financial Services
Experience
American Express January 2013 - Present
Accenture January 2002 - January 2013
American Express July 2009 - December 2012
Morgan Stanley February 2009 - June 2009
BNP Paribas June 2008 - December 2008
TIAA-CREF January 2007 - February 2008
Merrill Lynch July 2006 - December 2006
EMC October 2005 - May 2006
Sirius XM Radio Inc. March 2005 - August 2005
Deutsche Bank April 2004 - December 2004
Skills
Business Transformation, Management Consulting, Shared Services, Organizational Design, Business Architecture, Acquisition Integration, Project Management, IT Strategy, Program Management, SDLC, Business Process Design, Business Analysis, Integration, PMO, Business Process..., Change Management, Strategy, Business Process...
Education
Rutgers University-New Brunswick 1996 — 2001
BS, BA, Electrical & Computer Eng'g, French
American Express January 2013 - Present
Accenture January 2002 - January 2013
American Express July 2009 - December 2012
Morgan Stanley February 2009 - June 2009
BNP Paribas June 2008 - December 2008
TIAA-CREF January 2007 - February 2008
Merrill Lynch July 2006 - December 2006
EMC October 2005 - May 2006
Sirius XM Radio Inc. March 2005 - August 2005
Deutsche Bank April 2004 - December 2004
Skills
Business Transformation, Management Consulting, Shared Services, Organizational Design, Business Architecture, Acquisition Integration, Project Management, IT Strategy, Program Management, SDLC, Business Process Design, Business Analysis, Integration, PMO, Business Process..., Change Management, Strategy, Business Process...
Education
Rutgers University-New Brunswick 1996 — 2001
BS, BA, Electrical & Computer Eng'g, French
Brian Chin's Morgan Stanley Experience March 2012 - August 2013
Job Manager, Strategy & Business Planning at American Express
Industry Management Consulting
Experience
American Express August 2015 - Present
American Express August 2013 - July 2015
Morgan Stanley March 2012 - August 2013
JPMorgan Chase September 2011 - March 2012
Kodiak Capital Group, LLC May 2010 - April 2011
Skills
Bloomberg, Financial Modeling, Equities, Private Equity, Fixed Income, Valuation, Capital Markets, Emerging Markets, Investment Banking, Analysis, Strategy, Alternative Investments, Corporate Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Economics & Psychology
American Express August 2015 - Present
American Express August 2013 - July 2015
Morgan Stanley March 2012 - August 2013
JPMorgan Chase September 2011 - March 2012
Kodiak Capital Group, LLC May 2010 - April 2011
Skills
Bloomberg, Financial Modeling, Equities, Private Equity, Fixed Income, Valuation, Capital Markets, Emerging Markets, Investment Banking, Analysis, Strategy, Alternative Investments, Corporate Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Economics & Psychology
Sandi Collins Sandi Collins's Morgan Stanley Experience 1985 - 1997
Job Sales Support and Bid Management
Industry Information Technology and Services
Experience
Computer Sciences Corporation April 2009 - Present
Tech Mahindra September 2007 - March 2009
CSC - Computer Sciences Corporation June 1997 - September 2007
Morgan Stanley 1985 - 1997
Skills
IT Strategy, Outsourcing, IT Outsourcing, PMO, Program Management, IT Service Management, Vendor Management, Business Analysis, Enterprise Architecture, Solution Architecture, Service Delivery, Offshoring, CRM, Pre-sales, IT Management, Knowledge Management, Sales Content Management, Workday
Education
The University of Texas at Dallas - School of Management
Bachelor of Science (BS), Business Administration and Management, General
Rutgers, The State University of New Jersey-New Brunswick
Computer Science
Computer Sciences Corporation April 2009 - Present
Tech Mahindra September 2007 - March 2009
CSC - Computer Sciences Corporation June 1997 - September 2007
Morgan Stanley 1985 - 1997
Skills
IT Strategy, Outsourcing, IT Outsourcing, PMO, Program Management, IT Service Management, Vendor Management, Business Analysis, Enterprise Architecture, Solution Architecture, Service Delivery, Offshoring, CRM, Pre-sales, IT Management, Knowledge Management, Sales Content Management, Workday
Education
The University of Texas at Dallas - School of Management
Bachelor of Science (BS), Business Administration and Management, General
Rutgers, The State University of New Jersey-New Brunswick
Computer Science
Kevin Ding Kevin Ding's Morgan Stanley Experience September 2011 - September 2012
Job Commodities at Goldman Sachs
Industry Banking
Experience
United States Marine Corps September 2012 - Present
Goldman Sachs March 2015 - Present
KPMG US April 2014 - March 2015
Morgan Stanley September 2011 - September 2012
Skills
Capital Markets, Banking, Financial Analysis, Data Analysis, Portfolio Management, Investment Banking, Valuation, Equities, Business Analysis, Analysis, Financial Markets, Risk Management, Financial Risk, Credit, Microsoft Office, Research, Leadership, Microsoft Word, Financial Services, Military
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor's degree, Statistics and Economics
Bridgewater-Raritan High School 2002 — 2006
United States Marine Corps September 2012 - Present
Goldman Sachs March 2015 - Present
KPMG US April 2014 - March 2015
Morgan Stanley September 2011 - September 2012
Skills
Capital Markets, Banking, Financial Analysis, Data Analysis, Portfolio Management, Investment Banking, Valuation, Equities, Business Analysis, Analysis, Financial Markets, Risk Management, Financial Risk, Credit, Microsoft Office, Research, Leadership, Microsoft Word, Financial Services, Military
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor's degree, Statistics and Economics
Bridgewater-Raritan High School 2002 — 2006
Stan Zlotsky, CFA Stan Zlotsky, CFA's Morgan Stanley Experience September 2013 - Present
Job Vice President, Software Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Deutsche Bank Securities March 2010 - August 2013
Deutsche Asset Management August 2005 - March 2010
Merrill Lynch June 2001 - August 2005
Skills
Equity Research, Trading Systems, Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Hedge Funds, Valuation
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Electrical Engineering / Computer Science
Morgan Stanley September 2013 - Present
Deutsche Bank Securities March 2010 - August 2013
Deutsche Asset Management August 2005 - March 2010
Merrill Lynch June 2001 - August 2005
Skills
Equity Research, Trading Systems, Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Hedge Funds, Valuation
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Electrical Engineering / Computer Science
Moses Lee Moses Lee's Morgan Stanley Experience February 2001 - November 2002
Job Senior Project Manager at The Jones Group Inc.
Industry Information Technology and Services
Experience
Nine West Group, formerly The Jones Group Inc. November 2012 - Present
Interbrand/BrandWizard (Omnicom Group) 2012 - 2012
Wyndham Worldwide 2011 - 2011
TavernDirect.com March 2009 - December 2010
Moody's Investors Service March 2004 - March 2009
VISALIGN, LLC March 2003 - February 2004
AIG November 2002 - March 2003
Morgan Stanley February 2001 - November 2002
ALUMINIUM.COM February 2000 - February 2001
Prudential Insurance November 1999 - February 2000
Skills
Product Management, Requirements Gathering, SDLC, User Acceptance Testing, Product Strategy, Business Analysis, Performance Monitoring, Optimization, Process Improvement, Software Quality..., Product Development, Mobile Internet, Cross-functional Team..., Change Management, Search, ecommerce, Web Content Management, Website Management, Mobile, Project Management, E-commerce, Mobile Devices, Vendor Management, Business Development, Strategy, Program Management, Management, Leadership, Start-ups
Education
Brooklyn Technical High School
Columbia University
M.S, Industrial Engineering
Rutgers, The State University of New Jersey-New Brunswick
B.S, Electrical Engineering
Nine West Group, formerly The Jones Group Inc. November 2012 - Present
Interbrand/BrandWizard (Omnicom Group) 2012 - 2012
Wyndham Worldwide 2011 - 2011
TavernDirect.com March 2009 - December 2010
Moody's Investors Service March 2004 - March 2009
VISALIGN, LLC March 2003 - February 2004
AIG November 2002 - March 2003
Morgan Stanley February 2001 - November 2002
ALUMINIUM.COM February 2000 - February 2001
Prudential Insurance November 1999 - February 2000
Skills
Product Management, Requirements Gathering, SDLC, User Acceptance Testing, Product Strategy, Business Analysis, Performance Monitoring, Optimization, Process Improvement, Software Quality..., Product Development, Mobile Internet, Cross-functional Team..., Change Management, Search, ecommerce, Web Content Management, Website Management, Mobile, Project Management, E-commerce, Mobile Devices, Vendor Management, Business Development, Strategy, Program Management, Management, Leadership, Start-ups
Education
Brooklyn Technical High School
Columbia University
M.S, Industrial Engineering
Rutgers, The State University of New Jersey-New Brunswick
B.S, Electrical Engineering
Aaron Goldberg Aaron Goldberg's Morgan Stanley Experience January 2008 - May 2008
Job Inside Sales Management at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. July 2012 - Present
SHI International Corp. June 2008 - July 2012
Morgan Stanley January 2008 - May 2008
Skills
Management, Customer Service, Customer Relations, Sales Management, Sales Operations, Information Technology, Customer Satisfaction, Cost Reporting, Annual Reports, Pre-sales, Technology Pre-Sales, Microsoft Excel, Microsoft Office, Channel Partners, Channel Sales, Software Industry, Hardware, Enterprise Software, Golf, Salesforce.com
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Arts (B.A.), Economics
SHI International Corp. July 2012 - Present
SHI International Corp. June 2008 - July 2012
Morgan Stanley January 2008 - May 2008
Skills
Management, Customer Service, Customer Relations, Sales Management, Sales Operations, Information Technology, Customer Satisfaction, Cost Reporting, Annual Reports, Pre-sales, Technology Pre-Sales, Microsoft Excel, Microsoft Office, Channel Partners, Channel Sales, Software Industry, Hardware, Enterprise Software, Golf, Salesforce.com
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Arts (B.A.), Economics
Gene Mallari Gene Mallari's Morgan Stanley Experience April 1999 - March 2008
Job Systems Engineer Fixed Income
Industry Financial Services
Experience
NASDAQ OMX March 2014 - Present
Deutsche Bank May 2010 - March 2014
Liquidnet May 2008 - April 2010
Morgan Stanley April 1999 - March 2008
Columbia University/Lamont Doherty Earth Observatory September 1998 - April 1999
JP Morgan & Co. October 1993 - September 1998
Skills
Options, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Perl, SDLC, Solaris, Order Management, Sybase, Trading, Trading Systems, Unix Shell Scripting, Unix
Education
Rutgers University-New Brunswick
BA
NASDAQ OMX March 2014 - Present
Deutsche Bank May 2010 - March 2014
Liquidnet May 2008 - April 2010
Morgan Stanley April 1999 - March 2008
Columbia University/Lamont Doherty Earth Observatory September 1998 - April 1999
JP Morgan & Co. October 1993 - September 1998
Skills
Options, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Perl, SDLC, Solaris, Order Management, Sybase, Trading, Trading Systems, Unix Shell Scripting, Unix
Education
Rutgers University-New Brunswick
BA
Cleatus Reynolds's Morgan Stanley Experience December 2006 - August 2010
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan January 2013 - June 2013
J.P. Morgan July 2010 - December 2012
Morgan Stanley December 2006 - August 2010
Legg Mason May 2004 - November 2006
Citi December 2000 - May 2004
Citi July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Client Service, Series 7, Mutual Funds, Asset Management, Access, Excel, PowerPoint, Business Analysis, Investments, Word, Customer Relations, VBA, Data Analysis, Process Improvement, Spreadsheets, SQL, Microsoft Excel, Microsoft Word, Equities, Operational Risk, Fund Administration, Financial Services, Client Services, Financial Modeling, Financial Analysis
Education
Rutgers University-New Brunswick 1994 — 1999
B.A., Communication, Minor in Economics
J.P. Morgan July 2013 - Present
J.P. Morgan January 2013 - June 2013
J.P. Morgan July 2010 - December 2012
Morgan Stanley December 2006 - August 2010
Legg Mason May 2004 - November 2006
Citi December 2000 - May 2004
Citi July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Client Service, Series 7, Mutual Funds, Asset Management, Access, Excel, PowerPoint, Business Analysis, Investments, Word, Customer Relations, VBA, Data Analysis, Process Improvement, Spreadsheets, SQL, Microsoft Excel, Microsoft Word, Equities, Operational Risk, Fund Administration, Financial Services, Client Services, Financial Modeling, Financial Analysis
Education
Rutgers University-New Brunswick 1994 — 1999
B.A., Communication, Minor in Economics
James ByungWook Min James ByungWook Min's Morgan Stanley Experience December 2001 - January 2002
Job Audit Manager at LG Electronics
Industry Consumer Electronics
Experience
LG Electronics January 2006 - Present
Standard & Poor's June 2002 - August 2002
Morgan Stanley December 2001 - January 2002
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2005
MBA, Accounting
Rutgers University-New Brunswick 2000 — 2003
BA, Economics, Statistics
LG Electronics January 2006 - Present
Standard & Poor's June 2002 - August 2002
Morgan Stanley December 2001 - January 2002
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2005
MBA, Accounting
Rutgers University-New Brunswick 2000 — 2003
BA, Economics, Statistics
Ramiz Hadjiyski's Morgan Stanley Experience October 2003 - April 2004
Job Associate Director Financial Planning & Analysis at Novartis
Industry Pharmaceuticals
Experience
Novartis March 2015 - Present
Novartis December 2010 - March 2015
Novartis May 2014 - August 2014
Novartis February 2009 - December 2010
Schering-Plough June 2006 - February 2009
Cendant June 2004 - May 2006
Morgan Stanley October 2003 - April 2004
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, Accounting, Strategic Financial..., Hyperion Enterprise, Process Improvement, Budgets, Data Analysis, Cross-functional Team..., Strategic Planning, SAP, Business Intelligence, Finance, Analysis, Corporate Finance, Auditing, Managerial Finance, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts, Economics
Wayne Hills High School
Novartis March 2015 - Present
Novartis December 2010 - March 2015
Novartis May 2014 - August 2014
Novartis February 2009 - December 2010
Schering-Plough June 2006 - February 2009
Cendant June 2004 - May 2006
Morgan Stanley October 2003 - April 2004
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, Accounting, Strategic Financial..., Hyperion Enterprise, Process Improvement, Budgets, Data Analysis, Cross-functional Team..., Strategic Planning, SAP, Business Intelligence, Finance, Analysis, Corporate Finance, Auditing, Managerial Finance, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts, Economics
Wayne Hills High School
Meghan Reilly Colonna Meghan Reilly Colonna's Morgan Stanley Experience October 2009 - Present
Job Freelance Financial Editor and Copywriter
Industry Writing and Editing
Experience
Morgan Stanley October 2009 - Present
Citi August 2007 - July 2009
Geotext Translations November 2002 - June 2007
Freelance September 2001 - November 2002
Skills
Adobe Acrobat, PowerPoint, Excel, Outlook, Proofreading, Copy Editing, Marketing Copy, Social Media Marketing, Brochures, Newsletters, Marketing Communications, Copywriting, Web Content, Freelance Writing, Virtual Teams, Writing, Digital Copywriting, Editorial, Style Guides, AP Style, Content Development, Brand Implementation, Content Writing, Print Ads, Business Letters, Memos, Comfortable working..., Independent Contributor, Ghostwriting, Advertising, Marketing
Education
Rutgers University-New Brunswick 1997 — 2001
BA, English Literature/Theatre Arts
Morgan Stanley October 2009 - Present
Citi August 2007 - July 2009
Geotext Translations November 2002 - June 2007
Freelance September 2001 - November 2002
Skills
Adobe Acrobat, PowerPoint, Excel, Outlook, Proofreading, Copy Editing, Marketing Copy, Social Media Marketing, Brochures, Newsletters, Marketing Communications, Copywriting, Web Content, Freelance Writing, Virtual Teams, Writing, Digital Copywriting, Editorial, Style Guides, AP Style, Content Development, Brand Implementation, Content Writing, Print Ads, Business Letters, Memos, Comfortable working..., Independent Contributor, Ghostwriting, Advertising, Marketing
Education
Rutgers University-New Brunswick 1997 — 2001
BA, English Literature/Theatre Arts
Phil Adil Phil Adil's Morgan Stanley Experience 1996 - 1998
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
Alexandra Isayev Alexandra Isayev's Morgan Stanley Experience November 2012 - December 2014
Job AVP at Tradeweb
Industry Financial Services
Experience
Tradeweb December 2014 - Present
Morgan Stanley November 2012 - December 2014
ALTRIA GROUP June 2009 - 2012
Philip Morris USA June 2008 - June 2009
Skills
Market Analysis, Product Marketing, Strategic Communications, Brand Management, Financial Analysis, Sales Management, Sales Operations, Sales Presentations, Qualitative Research, Client Coverage
Education
NYU Stern School of Business 2013 — 2016
Marketing
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts, Economics
John P. Stevens
Tradeweb December 2014 - Present
Morgan Stanley November 2012 - December 2014
ALTRIA GROUP June 2009 - 2012
Philip Morris USA June 2008 - June 2009
Skills
Market Analysis, Product Marketing, Strategic Communications, Brand Management, Financial Analysis, Sales Management, Sales Operations, Sales Presentations, Qualitative Research, Client Coverage
Education
NYU Stern School of Business 2013 — 2016
Marketing
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts, Economics
John P. Stevens
Brett Scharf Brett Scharf's Morgan Stanley Experience February 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley May 2013 - Present
Skills
Asset Allocation, Mutual Funds, Investment Strategies, Retirement Planning, Microsoft Excel, Editing, Social Networking, Social Media Marketing, PowerPoint, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree
Morgan Stanley February 2014 - Present
Morgan Stanley May 2013 - Present
Skills
Asset Allocation, Mutual Funds, Investment Strategies, Retirement Planning, Microsoft Excel, Editing, Social Networking, Social Media Marketing, PowerPoint, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree
Shikha Bohra Shikha Bohra's Morgan Stanley Experience January 2015 - Present
Job Operations Specialist, Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2012 - December 2014
Gap Inc. May 2008 - June 2010
Sony Music Entertainment May 2009 - August 2009
Skills
PowerPoint, Outlook, Time Management, Access, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Analysis, Research, Process Improvement, Forecasting
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelors, Economics, Psychology, South Asian Studies Minor
Morgan Stanley January 2015 - Present
Morgan Stanley July 2012 - December 2014
Gap Inc. May 2008 - June 2010
Sony Music Entertainment May 2009 - August 2009
Skills
PowerPoint, Outlook, Time Management, Access, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Analysis, Research, Process Improvement, Forecasting
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelors, Economics, Psychology, South Asian Studies Minor
Shaifali Patel's Morgan Stanley Experience June 2014 - Present
Job Senior Project Manager/VP
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Matlen Silver consulting at Morgan Stanley June 2013 - June 2014
Randstad consulting at HSBC July 2012 - May 2013
CTG - consulting at Independent Health April 2011 - July 2012
JPMorgan Chase May 1999 - April 2011
Skills
Project Management, Project Delivery, Management, Leadership, Business Requirements, Software Project..., Process Improvement, Resource Management, Vendor Management, Agile Project Management, Software Development, Scrum, Business Process...
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
Bachelors, Computer Science
Morgan Stanley June 2014 - Present
Matlen Silver consulting at Morgan Stanley June 2013 - June 2014
Randstad consulting at HSBC July 2012 - May 2013
CTG - consulting at Independent Health April 2011 - July 2012
JPMorgan Chase May 1999 - April 2011
Skills
Project Management, Project Delivery, Management, Leadership, Business Requirements, Software Project..., Process Improvement, Resource Management, Vendor Management, Agile Project Management, Software Development, Scrum, Business Process...
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
Bachelors, Computer Science
Neel Patel, MBA Neel Patel, MBA's Morgan Stanley Experience May 2003 - May 2004
Job Sr. Media Strategist at Ampush
Industry Management Consulting
Experience
Ampush July 2014 - Present
theAudience May 2013 - September 2013
J.P. Morgan July 2005 - July 2012
Morgan Stanley May 2003 - May 2004
Braun Research Incorporated April 2001 - January 2002
Skills
Fixed Income, Equities, Market Risk, Financial Risk, Investments, Business Analysis, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Strategy, Business Strategy, Digital Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Social Media, Social Media Consulting, Social Media Strategist, Social Media Measurement, Social Media Marketing, Social Media Integration, Social Media Advertising, Options, Market Data, Derivatives, Portfolio Management, Management, Investment Banking, Analysis, Analytics, Crushing, Data Analysis
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts
Ampush July 2014 - Present
theAudience May 2013 - September 2013
J.P. Morgan July 2005 - July 2012
Morgan Stanley May 2003 - May 2004
Braun Research Incorporated April 2001 - January 2002
Skills
Fixed Income, Equities, Market Risk, Financial Risk, Investments, Business Analysis, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Strategy, Business Strategy, Digital Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Social Media, Social Media Consulting, Social Media Strategist, Social Media Measurement, Social Media Marketing, Social Media Integration, Social Media Advertising, Options, Market Data, Derivatives, Portfolio Management, Management, Investment Banking, Analysis, Analytics, Crushing, Data Analysis
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts
Joe Chillemi, CPA's Morgan Stanley Experience March 2005 - April 2008
Job GM Asset Management
Industry Accounting
Experience
General Motors Asset Management April 2012 - Present
Ajilon Finance/ Parker & Lynch June 2011 - March 2012
The Blackstone Group April 2008 - March 2011
Morgan Stanley March 2005 - April 2008
New York Life / Northport Partnership Management April 2003 - March 2005
PwC August 2001 - December 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
BS, Accounting
General Motors Asset Management April 2012 - Present
Ajilon Finance/ Parker & Lynch June 2011 - March 2012
The Blackstone Group April 2008 - March 2011
Morgan Stanley March 2005 - April 2008
New York Life / Northport Partnership Management April 2003 - March 2005
PwC August 2001 - December 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
BS, Accounting
Colin McMullen Colin McMullen's Morgan Stanley Experience February 2015 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Gigi's Playhouse April 2015 - Present
Morgan Stanley February 2015 - Present
BNY Mellon September 2013 - January 2015
Weichert Financial Services April 2012 - August 2013
Weichert Financial Services October 2004 - April 2012
Aegis Lending Corp June 2003 - July 2004
Pitney Bowes March 2002 - May 2003
Skills
Sales, Mortgage Lending, Mortgage Compliance, FHA, Refinance, Loans, First Time Home Buyers, Underwriting, VA loans, FHA financing, AML, RESPA
Education
Rutgers University-New Brunswick 1997 — 2001
BA, History
Gigi's Playhouse April 2015 - Present
Morgan Stanley February 2015 - Present
BNY Mellon September 2013 - January 2015
Weichert Financial Services April 2012 - August 2013
Weichert Financial Services October 2004 - April 2012
Aegis Lending Corp June 2003 - July 2004
Pitney Bowes March 2002 - May 2003
Skills
Sales, Mortgage Lending, Mortgage Compliance, FHA, Refinance, Loans, First Time Home Buyers, Underwriting, VA loans, FHA financing, AML, RESPA
Education
Rutgers University-New Brunswick 1997 — 2001
BA, History
Michelle Graham-Lyons Michelle Graham-Lyons's Morgan Stanley Experience May 2000 - June 2009
Job Operations Manager Consultant to Assurance Wireless Sprint Nextel
Industry Investment Management
Experience
Solix Inc. December 2012 - Present
Plainfield Grassroots Community Development Corporation September 2010 - Present
Solix Inc. February 2011 - December 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley May 2000 - June 2009
Salomon Smith Barney July 1997 - May 2000
Skills
Portfolio Management, Investments, Analysis, Project Management, Due Diligence, Management, Mutual Funds, Investment Management, Series 7, Research, Equities, Asset Allocation, Alternative Investments, Interviews, Risk Management
Education
Rutgers University-New Brunswick
BA, Economics & French
Solix Inc. December 2012 - Present
Plainfield Grassroots Community Development Corporation September 2010 - Present
Solix Inc. February 2011 - December 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley May 2000 - June 2009
Salomon Smith Barney July 1997 - May 2000
Skills
Portfolio Management, Investments, Analysis, Project Management, Due Diligence, Management, Mutual Funds, Investment Management, Series 7, Research, Equities, Asset Allocation, Alternative Investments, Interviews, Risk Management
Education
Rutgers University-New Brunswick
BA, Economics & French
Justine Simpson Justine Simpson's Morgan Stanley Experience December 1999 - June 2006
Job Owner/Operator at Esther Presents, LLC
Industry Nonprofit Organization Management
Experience
Esther Presents, LLC January 2012 - Present
First Graduate January 2010 - July 2011
Northern California Weim Rescue May 2010 - May 2011
The Contemporary Jewish Museum January 2009 - May 2011
ICON Capital Corp. September 2006 - December 2008
Morgan Stanley December 1999 - June 2006
Skills
Fundraising, Event Planning, Non-profits, Social Media, Volunteer Management, Event Management, Community Outreach, Public Speaking, Research, Social Networking, Grant Writing, Budgets, Community Development, Strategic Planning, Grants, Nonprofits, Project Management, Leadership, Customer Service, Program Management, Training, Marketing, Program Development, Management, Leadership Development, Public Relations, Philanthropy, Editing, Organizational..., Social Media Marketing, Strategy, Marketing Communications, Internal Communications, Facebook, Blogging, Press Releases, Entrepreneurship, Newsletters, Strategic Communications, PowerPoint, Workshop Facilitation, Volunteer Training, Copywriting, Creative Writing, Teaching, Microsoft Office
Education
San Francisco State University 2010 — 2011
Non Profit Management, Non Profit Management
Rutgers University-New Brunswick 1994 — 1998
B.A., Accounting, Art History, Biology
Esther Presents, LLC January 2012 - Present
First Graduate January 2010 - July 2011
Northern California Weim Rescue May 2010 - May 2011
The Contemporary Jewish Museum January 2009 - May 2011
ICON Capital Corp. September 2006 - December 2008
Morgan Stanley December 1999 - June 2006
Skills
Fundraising, Event Planning, Non-profits, Social Media, Volunteer Management, Event Management, Community Outreach, Public Speaking, Research, Social Networking, Grant Writing, Budgets, Community Development, Strategic Planning, Grants, Nonprofits, Project Management, Leadership, Customer Service, Program Management, Training, Marketing, Program Development, Management, Leadership Development, Public Relations, Philanthropy, Editing, Organizational..., Social Media Marketing, Strategy, Marketing Communications, Internal Communications, Facebook, Blogging, Press Releases, Entrepreneurship, Newsletters, Strategic Communications, PowerPoint, Workshop Facilitation, Volunteer Training, Copywriting, Creative Writing, Teaching, Microsoft Office
Education
San Francisco State University 2010 — 2011
Non Profit Management, Non Profit Management
Rutgers University-New Brunswick 1994 — 1998
B.A., Accounting, Art History, Biology
Justin Ricciardi Justin Ricciardi's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Private Wealth Management July 2012 - June 2014
Pacific Investment Management Company, LLC (PIMCO) May 2010 - September 2010
Skills
Compliance, Sales Management, Client Relations, Project Management, Microsoft Office, Social Media, Organizing, Employee Relations, Event Management, Research, Strategic Planning, Finance, PowerPoint, Alternative Investments, Securities, Microsoft Excel, Asset Allocation, Financial Services, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts, Political Science
Holmdel High School, NJ 2003 — 2007
Morgan Stanley June 2014 - Present
Morgan Stanley Private Wealth Management July 2012 - June 2014
Pacific Investment Management Company, LLC (PIMCO) May 2010 - September 2010
Skills
Compliance, Sales Management, Client Relations, Project Management, Microsoft Office, Social Media, Organizing, Employee Relations, Event Management, Research, Strategic Planning, Finance, PowerPoint, Alternative Investments, Securities, Microsoft Excel, Asset Allocation, Financial Services, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts, Political Science
Holmdel High School, NJ 2003 — 2007
João Raul de Castro's Morgan Stanley Experience January 2000 - December 2006
Job Latin America Deputy Head of Compliance Citibank Private Bank
Industry Banking
Experience
Citi July 2015 - Present
Citibank June 2011 - July 2015
Banco Bradesco November 2008 - March 2011
UBS Wealth Management 2007 - 2008
HSBC 2006 - 2007
Morgan Stanley January 2000 - December 2006
Merrill Lynch January 1997 - December 2000
Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro
Education
Universidade de São Paulo 1998 — 2000
MBA, Finanças
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
B.A., Economics
Citi July 2015 - Present
Citibank June 2011 - July 2015
Banco Bradesco November 2008 - March 2011
UBS Wealth Management 2007 - 2008
HSBC 2006 - 2007
Morgan Stanley January 2000 - December 2006
Merrill Lynch January 1997 - December 2000
Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro
Education
Universidade de São Paulo 1998 — 2000
MBA, Finanças
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
B.A., Economics
Juan R. Irizarry, Jr.'s Morgan Stanley Experience 2004 - 2008
Job Senior Platform Manager at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ April 2012 - Present
S&P Capital IQ August 2008 - March 2012
Morgan Stanley 2004 - 2008
Skills
Fixed Income, Securities, Bonds, Market Data, Valuation, Mutual Funds, Project Coordination, Management, Strategy, Training, Process Improvement, Business Analysis, Bloomberg, Financial Analysis, Capital Markets, Finance, Risk Management, Databases
Education
Rutgers University 1993 — 1997
Bachelor of Science (BS), Administration of Justice
S&P Capital IQ April 2012 - Present
S&P Capital IQ August 2008 - March 2012
Morgan Stanley 2004 - 2008
Skills
Fixed Income, Securities, Bonds, Market Data, Valuation, Mutual Funds, Project Coordination, Management, Strategy, Training, Process Improvement, Business Analysis, Bloomberg, Financial Analysis, Capital Markets, Finance, Risk Management, Databases
Education
Rutgers University 1993 — 1997
Bachelor of Science (BS), Administration of Justice
Jack Frost's Morgan Stanley Experience November 1998 - November 2008
Job Vice President Compliance Manager at J.P.Morgan Chase
Industry Financial Services
Experience
AXA Advisors February 2015 - April 2015
RCap Securities Inc. September 2009 - January 2014
Morgan Stanley November 1998 - November 2008
Dean Witter June 1981 - November 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Life Insurance..., College Education...
Education
Rutgers University-New Brunswick 1982 — 1987
MBA, BUSINESS ADMIN
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, BUSINESS ADMIN
AXA Advisors February 2015 - April 2015
RCap Securities Inc. September 2009 - January 2014
Morgan Stanley November 1998 - November 2008
Dean Witter June 1981 - November 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Life Insurance..., College Education...
Education
Rutgers University-New Brunswick 1982 — 1987
MBA, BUSINESS ADMIN
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, BUSINESS ADMIN
Rashi Dhanda's Morgan Stanley Experience April 2014 - Present
Job Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Barclays Wealth January 2010 - April 2014
PNC July 2008 - January 2010
Skills
Asset Management, Equities, Financial Services, Portfolio Management, Wealth Management, Investments
Education
Rutgers University
Morgan Stanley April 2014 - Present
Barclays Wealth January 2010 - April 2014
PNC July 2008 - January 2010
Skills
Asset Management, Equities, Financial Services, Portfolio Management, Wealth Management, Investments
Education
Rutgers University
Adam Scherer Adam Scherer's Morgan Stanley Experience 2004 - 2009
Job Financial Planning Associate at WMGNA, LLC
Industry Financial Services
Experience
WMGNA, LLC March 2015 - Present
Neighborhood Music School February 2015 - Present
Miso Media 2011 - 2013
Morgan Stanley 2004 - 2009
Skills
Morningstar Office, Data Aggregation, Account Management, Account Reconciliation, Financial Reporting, Finance, Guitar, Client Relations, Mobile Phone Apps, Strategic Partnerships, Music Education
Education
University of Southern California 2009 — 2011
Master's Degree, Guitar Performance
Rutgers University-New Brunswick 1997 — 2002
Bachelor's Degree, Psychology
WMGNA, LLC March 2015 - Present
Neighborhood Music School February 2015 - Present
Miso Media 2011 - 2013
Morgan Stanley 2004 - 2009
Skills
Morningstar Office, Data Aggregation, Account Management, Account Reconciliation, Financial Reporting, Finance, Guitar, Client Relations, Mobile Phone Apps, Strategic Partnerships, Music Education
Education
University of Southern California 2009 — 2011
Master's Degree, Guitar Performance
Rutgers University-New Brunswick 1997 — 2002
Bachelor's Degree, Psychology
Sushmita Sahu's Morgan Stanley Experience 2008 - 2009
Job Manager of Sales and Shareholder Administration
Industry Financial Services
Experience
Fred Alger Management, Inc. July 2015 - Present
AIG January 2015 - July 2015
AIG October 2011 - December 2014
AIG July 2009 - October 2011
Morgan Stanley 2008 - 2009
Skills
Management, Insurance, Customer Service, Microsoft Office, Risk Management, Business Analysis, Process Improvement, Data Mining, Data Analysis, Salesforce.com, QlikView, Microsoft Excel, Multinational, Financial Analysis, Sales Strategy, SQL, Toad, CRM, Statistics, Leadership, Analysis, Finance, Property & Casualty...
Education
Rutgers University-New Brunswick 2005 — 2008
Bachelor of Arts (B.A.), Economics, GPA: 3.86/4.0
Fred Alger Management, Inc. July 2015 - Present
AIG January 2015 - July 2015
AIG October 2011 - December 2014
AIG July 2009 - October 2011
Morgan Stanley 2008 - 2009
Skills
Management, Insurance, Customer Service, Microsoft Office, Risk Management, Business Analysis, Process Improvement, Data Mining, Data Analysis, Salesforce.com, QlikView, Microsoft Excel, Multinational, Financial Analysis, Sales Strategy, SQL, Toad, CRM, Statistics, Leadership, Analysis, Finance, Property & Casualty...
Education
Rutgers University-New Brunswick 2005 — 2008
Bachelor of Arts (B.A.), Economics, GPA: 3.86/4.0
Nadia Vecer Hartman Nadia Vecer Hartman's Morgan Stanley Experience 2009 - Present
Job Project Lead/Senior Programmer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2009 - Present
Citi Smith Barney 2004 - 2009
Citi Smith Barney 2001 - 2004
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Project Management, Project Planning, SDLC, COBOL, JCL, SQL DB2, CICS, HTML, 529 Plans, Retirement Planning, SQL, Business Analysis, Business Requirements
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), Economics & Modern Greek Studies
College Year in Athens - International Center for Hellenic and Mediterranean Studies (DIKEMES) 1998 — 1998
Study abroad and extenuation of Modern Greek Studies
Chatham High School 1991 — 1995
Morgan Stanley 2009 - Present
Citi Smith Barney 2004 - 2009
Citi Smith Barney 2001 - 2004
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Project Management, Project Planning, SDLC, COBOL, JCL, SQL DB2, CICS, HTML, 529 Plans, Retirement Planning, SQL, Business Analysis, Business Requirements
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), Economics & Modern Greek Studies
College Year in Athens - International Center for Hellenic and Mediterranean Studies (DIKEMES) 1998 — 1998
Study abroad and extenuation of Modern Greek Studies
Chatham High School 1991 — 1995
James Dorsa's Morgan Stanley Experience October 2014 - Present
Job Investment Officer Morgan Stanley Private Bank N.A
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley January 2014 - October 2014
CWC Custom Remodeling January 2012 - December 2013
Skills
Portfolio Management, Capital Markets, Asset Management, Financial Analysis, Risk Analysis, Equity Research, Microsoft Excel, Algorithms, Analysis, Automation, Technical Analysis, WordPress, Proofreading, Fixed Income, Research, Microsoft Office, ETFs, Time Management, Investments, Securities, Finance, Alternative Investments, Investment Research, Investment Strategies, Financial Modeling, Electronic Trading, Hedge Funds, Trading, Derivatives, Bloomberg, Risk Management, Bloomberg Terminal, Data Analysis, Market Research, Databases, Equities, PowerPoint
Education
Rutgers University 2006 — 2010
Bachelor of Arts (B.A.), Journalism and Media
Rutgers University-New Brunswick 2006 — 2010
Bachelor's degree, Journalism and Media
Morgan Stanley October 2014 - Present
Morgan Stanley January 2014 - October 2014
CWC Custom Remodeling January 2012 - December 2013
Skills
Portfolio Management, Capital Markets, Asset Management, Financial Analysis, Risk Analysis, Equity Research, Microsoft Excel, Algorithms, Analysis, Automation, Technical Analysis, WordPress, Proofreading, Fixed Income, Research, Microsoft Office, ETFs, Time Management, Investments, Securities, Finance, Alternative Investments, Investment Research, Investment Strategies, Financial Modeling, Electronic Trading, Hedge Funds, Trading, Derivatives, Bloomberg, Risk Management, Bloomberg Terminal, Data Analysis, Market Research, Databases, Equities, PowerPoint
Education
Rutgers University 2006 — 2010
Bachelor of Arts (B.A.), Journalism and Media
Rutgers University-New Brunswick 2006 — 2010
Bachelor's degree, Journalism and Media
Christopher Grogan Christopher Grogan's Morgan Stanley Experience October 2014 - Present
Job Vice President, Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Computershare 1999 - Present
Merrill Lynch 1997 - 1999
Skills
Manage Client..., Operations Management, Call Centers, CRM, Financial Services, Relationship Management, Service Delivery, Team Management, Process Improvement, Executive Management, Business Process..., Stakeholder Management, Contract Negotiation, Investor Relations, Banking, Business Analysis, Management, Risk Management, Vendor Management
Education
Rutgers University 1994 — 1997
Bachelor of Arts (B.A.), Anthropology
Morgan Stanley October 2014 - Present
Computershare 1999 - Present
Merrill Lynch 1997 - 1999
Skills
Manage Client..., Operations Management, Call Centers, CRM, Financial Services, Relationship Management, Service Delivery, Team Management, Process Improvement, Executive Management, Business Process..., Stakeholder Management, Contract Negotiation, Investor Relations, Banking, Business Analysis, Management, Risk Management, Vendor Management
Education
Rutgers University 1994 — 1997
Bachelor of Arts (B.A.), Anthropology
Lisa Tomaszewski Lisa Tomaszewski's Morgan Stanley Experience May 2014 - Present
Job Non Market Risk Management for Fixed Income and Commodities at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley September 2012 - May 2014
Coventry First, LLC June 2011 - September 2012
USDA June 2010 - August 2010
Skills
Data Analysis, PowerPoint, Microsoft Office, Research, Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Statistics, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Notre Dame High School
Morgan Stanley May 2014 - Present
Morgan Stanley September 2012 - May 2014
Coventry First, LLC June 2011 - September 2012
USDA June 2010 - August 2010
Skills
Data Analysis, PowerPoint, Microsoft Office, Research, Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Statistics, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Notre Dame High School
Jerry Power Jerry Power's Morgan Stanley Experience September 1989 - May 1995
Job Senior Institutional Trader at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners May 1996 - Present
Morgan Stanley September 1989 - May 1995
Skills
Trading Japan, Asia ex, Equities, Bloomberg, Securities, Trading, Alternative Investments, Equity Trading, Capital Markets, Trading Systems, Emerging Markets, Electronic Trading, Value Investing
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS
St. John Vianney High School 1980 — 1984
Brandes Investment Partners May 1996 - Present
Morgan Stanley September 1989 - May 1995
Skills
Trading Japan, Asia ex, Equities, Bloomberg, Securities, Trading, Alternative Investments, Equity Trading, Capital Markets, Trading Systems, Emerging Markets, Electronic Trading, Value Investing
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS
St. John Vianney High School 1980 — 1984
Christina Sullivan's Morgan Stanley Experience January 2005 - April 2008
Job Associate National Accounts Manager at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management March 2015 - Present
First Eagle Investment Management September 2010 - March 2015
Prudential Financial April 2008 - September 2010
Morgan Stanley January 2005 - April 2008
Skills
Series 7, Series 66, Series 31, Uniform Combined State..., FINRA, Series 63, Alternative Investments, Asset Allocation, Securities, Series 6, 401k, Separately Managed..., ETFs, Investment Strategies, Series 65, Equities, Fixed Income, Mutual Funds
Education
Rutgers University 2001 — 2005
Bachelor's, Economics
Bridgewater-Raritan High School
First Eagle Investment Management March 2015 - Present
First Eagle Investment Management September 2010 - March 2015
Prudential Financial April 2008 - September 2010
Morgan Stanley January 2005 - April 2008
Skills
Series 7, Series 66, Series 31, Uniform Combined State..., FINRA, Series 63, Alternative Investments, Asset Allocation, Securities, Series 6, 401k, Separately Managed..., ETFs, Investment Strategies, Series 65, Equities, Fixed Income, Mutual Funds
Education
Rutgers University 2001 — 2005
Bachelor's, Economics
Bridgewater-Raritan High School
Saqib Mendha Saqib Mendha's Morgan Stanley Experience June 2010 - July 2012
Job Internal Audit at Bank Of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
Bank of America July 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Deloitte & Touche LLP September 2007 - June 2010
L'Oréal USA May 2006 - June 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, US GAAP, Financial Accounting, Auditing, Internal Audit, SEC filings, IFRS
Education
Rutgers University-New Brunswick 2007 — 2008
Masters, Masters in Financial Accounting
Rutgers, The State University of New Jersey-Newark 2005 — 2007
Bachelors of Science, Accounting
Bank of America August 2014 - Present
Bank of America July 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Deloitte & Touche LLP September 2007 - June 2010
L'Oréal USA May 2006 - June 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, US GAAP, Financial Accounting, Auditing, Internal Audit, SEC filings, IFRS
Education
Rutgers University-New Brunswick 2007 — 2008
Masters, Masters in Financial Accounting
Rutgers, The State University of New Jersey-Newark 2005 — 2007
Bachelors of Science, Accounting
Richard Kurlantzick Richard Kurlantzick's Morgan Stanley Experience May 2002 - August 2007
Job Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
Gabor Halacsy Gabor Halacsy's Morgan Stanley Experience June 2007 - February 2012
Job VP Product Control at Citi
Industry Banking
Experience
Citi April 2012 - Present
Morgan Stanley June 2007 - February 2012
Morgan Stanley May 2003 - June 2007
WestLb November 2000 - May 2003
Asahi Bank December 1998 - October 2000
Skills
Financial Risk, Product Control, Valuation Control, Valuation, Fixed Income, Derivatives, Market Risk, Equity Derivatives, Investment Banking, Interest Rate..., Finance, Market Data, Trading, Capital Markets, Equities, Emerging Markets, Risk Management, FX Options, Options, Portfolio Management, Bloomberg, Financial Services, Commodity, Structured Products, CDS, Investments, Bonds, Interest Rate Swaps, Settlement
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A., Economics
Ady Endre Gimnazium 1987 — 1991
Citi April 2012 - Present
Morgan Stanley June 2007 - February 2012
Morgan Stanley May 2003 - June 2007
WestLb November 2000 - May 2003
Asahi Bank December 1998 - October 2000
Skills
Financial Risk, Product Control, Valuation Control, Valuation, Fixed Income, Derivatives, Market Risk, Equity Derivatives, Investment Banking, Interest Rate..., Finance, Market Data, Trading, Capital Markets, Equities, Emerging Markets, Risk Management, FX Options, Options, Portfolio Management, Bloomberg, Financial Services, Commodity, Structured Products, CDS, Investments, Bonds, Interest Rate Swaps, Settlement
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A., Economics
Ady Endre Gimnazium 1987 — 1991
Jerry Keselman Jerry Keselman's Morgan Stanley Experience March 1995 - August 2000
Job Principal Software Engineer Virtualization R&D
Industry Computer Software
Experience
Red Hat February 2014 - Present
Hewlett-Packard September 2001 - 2013
StorageApps, Inc August 2000 - September 2001
Morgan Stanley March 1995 - August 2000
JP Morgan January 1994 - March 1995
AT&T Unix System Labs March 1993 - January 1994
Lehman Brothers August 1992 - March 1993
IBM April 1990 - August 1992
Skills
Architecture, Cloud Computing, Distributed Systems, System Architecture, Unix, C++, Perl, C, File Systems, Security, Linux, Shell Scripting, Solaris, Operating Systems, Software Development, Software Engineering, Virtualization, High Availability, Unix Shell Scripting, Agile Methodologies, Object Oriented Design, SOA, Storage, Integration, Data Collection, Java, Java Enterprise Edition, XML, SOAP, SNMP, WBEM, Multithreading, Pthreads, Eclipse, Internet, Social Media, TCP/IP, VMware, Windows, Windows Server, Web Development, Video Editing, Film Production, Software Design, Solution Architecture, gSOAP, Storage Virtualization, Storage Management, Storage Area Networks, Photography
Education
Rutgers, The State University of New Jersey-New Brunswick
B.S, Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Computer Science Graduate Studies
Red Hat February 2014 - Present
Hewlett-Packard September 2001 - 2013
StorageApps, Inc August 2000 - September 2001
Morgan Stanley March 1995 - August 2000
JP Morgan January 1994 - March 1995
AT&T Unix System Labs March 1993 - January 1994
Lehman Brothers August 1992 - March 1993
IBM April 1990 - August 1992
Skills
Architecture, Cloud Computing, Distributed Systems, System Architecture, Unix, C++, Perl, C, File Systems, Security, Linux, Shell Scripting, Solaris, Operating Systems, Software Development, Software Engineering, Virtualization, High Availability, Unix Shell Scripting, Agile Methodologies, Object Oriented Design, SOA, Storage, Integration, Data Collection, Java, Java Enterprise Edition, XML, SOAP, SNMP, WBEM, Multithreading, Pthreads, Eclipse, Internet, Social Media, TCP/IP, VMware, Windows, Windows Server, Web Development, Video Editing, Film Production, Software Design, Solution Architecture, gSOAP, Storage Virtualization, Storage Management, Storage Area Networks, Photography
Education
Rutgers, The State University of New Jersey-New Brunswick
B.S, Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Computer Science Graduate Studies
Chuck Diee Chuck Diee's Morgan Stanley Experience June 2007 - March 2008
Job Sales Tax Accountant at Element Financial Corporation
Industry Financial Services
Experience
Element Financial Corporation March 2015 - Present
Leaders in Sales Property Tax Accounting Greater New York City Area 2012 - Present
NutraMetrix March 2010 - Present
De Lage Landen December 2012 - April 2014
AT&T September 2010 - August 2011
H & R Block December 2010 - April 2011
Anne Skalka & Associates, C.P.A.s March 2010 - October 2010
Finlay Fine Jewelry March 2008 - May 2009
Morgan Stanley June 2007 - March 2008
Medicia 2006 - 2006
Skills
Sales & Use Tax, property tax, Problem Solving, Communication Skills, Accounting, Account Reconciliation, Bank Reconciliation, Treasury, General Ledger, Month End Close, Personal Income Tax..., Highly detail oriented, Sales & Use Tax..., sales & use tax audits, Internal Audit, busness licenses, tax audits, Income Tax, miscellaneous tax..., respond to tax..., Inventory Accuracy, Physical Inventory, Journal Entries, Microsoft Excel, Microsoft Word, JD Edwards, Vertex
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts (BA), Economics, Dean's List
Element Financial Corporation March 2015 - Present
Leaders in Sales Property Tax Accounting Greater New York City Area 2012 - Present
NutraMetrix March 2010 - Present
De Lage Landen December 2012 - April 2014
AT&T September 2010 - August 2011
H & R Block December 2010 - April 2011
Anne Skalka & Associates, C.P.A.s March 2010 - October 2010
Finlay Fine Jewelry March 2008 - May 2009
Morgan Stanley June 2007 - March 2008
Medicia 2006 - 2006
Skills
Sales & Use Tax, property tax, Problem Solving, Communication Skills, Accounting, Account Reconciliation, Bank Reconciliation, Treasury, General Ledger, Month End Close, Personal Income Tax..., Highly detail oriented, Sales & Use Tax..., sales & use tax audits, Internal Audit, busness licenses, tax audits, Income Tax, miscellaneous tax..., respond to tax..., Inventory Accuracy, Physical Inventory, Journal Entries, Microsoft Excel, Microsoft Word, JD Edwards, Vertex
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts (BA), Economics, Dean's List
Brian Fagen Brian Fagen's Morgan Stanley Experience May 1987 - March 2006
Job Managing Director at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities April 2011 - Present
Barclays Capital September 2008 - December 2010
Lehman Brothers June 2006 - September 2008
Morgan Stanley May 1987 - March 2006
Skills
Electronic Trading, Program Trading, Derivatives, Sales Management, Equities, Capital Markets, Relationship Management, Execution Management..., Best Execution, Risk Management, Liquidity Management, ETFs, Financial Markets, Investments, Trading, Asset Management, Equity Derivatives, Equity Trading, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Options, Portfolio Management, Prime Brokerage, Securities, Trading System, Trading Systems
Education
Rutgers University-New Brunswick 1984 — 1988
B.S., Accounting
Deutsche Bank Securities April 2011 - Present
Barclays Capital September 2008 - December 2010
Lehman Brothers June 2006 - September 2008
Morgan Stanley May 1987 - March 2006
Skills
Electronic Trading, Program Trading, Derivatives, Sales Management, Equities, Capital Markets, Relationship Management, Execution Management..., Best Execution, Risk Management, Liquidity Management, ETFs, Financial Markets, Investments, Trading, Asset Management, Equity Derivatives, Equity Trading, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Options, Portfolio Management, Prime Brokerage, Securities, Trading System, Trading Systems
Education
Rutgers University-New Brunswick 1984 — 1988
B.S., Accounting
Gregory Correll Gregory Correll's Morgan Stanley Experience December 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Keane Consulting March 2004 - December 2008
invesSys Inc. September 2001 - March 2004
Xpedior July 2000 - September 2001
Rollins Leasing Corp. February 1999 - July 2000
Accenture January 1998 - February 1999
Dean Floor Covering 1994 - 1998
Skills
WPF, C#/.NET Technologies, Microsoft Technologies, ASP.NET, JavaScript, Relational Databases, SQL, DB2/SQL, Sybase, Data Modeling, Software Project..., Software Development, Software Design, User Interface Design, User Experience, Strategic Planning, Project Coordination, Trading Systems, Corporate Finance, Regulatory Reporting, Risk Analysis, Cross-functional Team..., Technical Leadership, Staff Mentoring, Resource Utilization, C#, .NET, SDLC, Enterprise Architecture, Project Management, SOA, Spring, Business Analysis, Management
Education
The CHUBB Institute 1996 — 1997
Computer programming
Rutgers University 1987 — 1991
Computer Science
Morgan Stanley December 2008 - Present
Keane Consulting March 2004 - December 2008
invesSys Inc. September 2001 - March 2004
Xpedior July 2000 - September 2001
Rollins Leasing Corp. February 1999 - July 2000
Accenture January 1998 - February 1999
Dean Floor Covering 1994 - 1998
Skills
WPF, C#/.NET Technologies, Microsoft Technologies, ASP.NET, JavaScript, Relational Databases, SQL, DB2/SQL, Sybase, Data Modeling, Software Project..., Software Development, Software Design, User Interface Design, User Experience, Strategic Planning, Project Coordination, Trading Systems, Corporate Finance, Regulatory Reporting, Risk Analysis, Cross-functional Team..., Technical Leadership, Staff Mentoring, Resource Utilization, C#, .NET, SDLC, Enterprise Architecture, Project Management, SOA, Spring, Business Analysis, Management
Education
The CHUBB Institute 1996 — 1997
Computer programming
Rutgers University 1987 — 1991
Computer Science
Maria Tsakon's Morgan Stanley Experience June 2015 - Present
Job Fund Services/Investor Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
JPMorgan Chase November 2012 - June 2015
JPMorgan Chase June 2010 - October 2012
Morgan Stanley Smith Barney May 2007 - July 2010
NASSAU BROADCASTING/WPST May 2006 - August 2006
Skills
Fixed Income, Investments, Series 7, Series 63, Mutual Funds, Wealth Management, Equities, Access, Alternative Investments, Banking, Asset Management, FINRA, Finance, Financial Services, Hedge Funds, Investment Management, Management, Microsoft Office, Private Banking, Training, Valuation, Wealth Management..., Data Analysis
Education
Rutgers University-New Brunswick 2003 — 2006
BA, Economics, Psychology (Minor)
Morgan Stanley June 2015 - Present
JPMorgan Chase November 2012 - June 2015
JPMorgan Chase June 2010 - October 2012
Morgan Stanley Smith Barney May 2007 - July 2010
NASSAU BROADCASTING/WPST May 2006 - August 2006
Skills
Fixed Income, Investments, Series 7, Series 63, Mutual Funds, Wealth Management, Equities, Access, Alternative Investments, Banking, Asset Management, FINRA, Finance, Financial Services, Hedge Funds, Investment Management, Management, Microsoft Office, Private Banking, Training, Valuation, Wealth Management..., Data Analysis
Education
Rutgers University-New Brunswick 2003 — 2006
BA, Economics, Psychology (Minor)
Rob Isbitts's Morgan Stanley Experience 1993 - 1995
Job
Industry Investment Management
Experience
Sungarden Investment Research January 2012 - Present
CWM, LLC January 2011 - December 2011
Emerald Asset Advisors 1998 - December 2010
Donaldson, Lufkin & Jenrette 1995 - 1998
Morgan Stanley 1993 - 1995
Fiduciary Trust Company 1990 - 1993
Shaw Data Services 1988 - 1991
Fuji Bank and Trust Company 1986 - 1988
Skills
Investments, Investment Strategies, Investment Selection, Investment Advisory, Investment Advisory..., Investment Management, Investment Modeling, Alternative Investments, Public Speaking, Publications, Trade Publications, Trade Show Presentations, Writing, Creative Writer, Creative Writing, Financial Analysis, Financial Risk, Volatility, Beta Management, Diversification, Published Author, Newsletters, Consulting, Portfolio Management, Model Portfolios, Portfolio Optimization, Investment Portfolio, Modern Portfolio Theory, Portfolio Assessment, Communication Skills
Education
Rutgers University 1990 — 1994
MBA, Finance, General
State University of New York at Albany 1982 — 1986
BS, Finance
Fair Lawn High School
Fair Lawn High School
Sungarden Investment Research January 2012 - Present
CWM, LLC January 2011 - December 2011
Emerald Asset Advisors 1998 - December 2010
Donaldson, Lufkin & Jenrette 1995 - 1998
Morgan Stanley 1993 - 1995
Fiduciary Trust Company 1990 - 1993
Shaw Data Services 1988 - 1991
Fuji Bank and Trust Company 1986 - 1988
Skills
Investments, Investment Strategies, Investment Selection, Investment Advisory, Investment Advisory..., Investment Management, Investment Modeling, Alternative Investments, Public Speaking, Publications, Trade Publications, Trade Show Presentations, Writing, Creative Writer, Creative Writing, Financial Analysis, Financial Risk, Volatility, Beta Management, Diversification, Published Author, Newsletters, Consulting, Portfolio Management, Model Portfolios, Portfolio Optimization, Investment Portfolio, Modern Portfolio Theory, Portfolio Assessment, Communication Skills
Education
Rutgers University 1990 — 1994
MBA, Finance, General
State University of New York at Albany 1982 — 1986
BS, Finance
Fair Lawn High School
Fair Lawn High School
Ashish Srivastava's Morgan Stanley Experience August 2011 - Present
Job Executive Director, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
Citi November 2010 - August 2011
Citi January 2010 - November 2010
Citi January 2009 - December 2009
Citi April 2008 - December 2008
Citi November 2006 - April 2008
Citi October 2005 - November 2006
Citi July 2005 - October 2005
Citi August 2004 - July 2005
Xyntek, Inc. November 2003 - August 2004
Skills
Credit Derivatives, Interest Rate..., Electronic Trading, Derivatives, Business Analysis, Project Management, Front to Back Office, Front Office Trading..., Process Improvement, Trading, Databases, Sybase, Back Office, Prime Brokerage, Portfolio Management, Trading Systems, Financial Risk, Fixed Income, Middle Office, Calypso, Capital Markets, Emerging Markets, Options, Swaps, Investment Banking, Rates
Education
Stevens Institute of Technology 2004 — 2008
MS, Information System and Tech. Management
Rutgers University 1999 — 2003
Bachelors, Computer Science and Economics
Morgan Stanley August 2011 - Present
Citi November 2010 - August 2011
Citi January 2010 - November 2010
Citi January 2009 - December 2009
Citi April 2008 - December 2008
Citi November 2006 - April 2008
Citi October 2005 - November 2006
Citi July 2005 - October 2005
Citi August 2004 - July 2005
Xyntek, Inc. November 2003 - August 2004
Skills
Credit Derivatives, Interest Rate..., Electronic Trading, Derivatives, Business Analysis, Project Management, Front to Back Office, Front Office Trading..., Process Improvement, Trading, Databases, Sybase, Back Office, Prime Brokerage, Portfolio Management, Trading Systems, Financial Risk, Fixed Income, Middle Office, Calypso, Capital Markets, Emerging Markets, Options, Swaps, Investment Banking, Rates
Education
Stevens Institute of Technology 2004 — 2008
MS, Information System and Tech. Management
Rutgers University 1999 — 2003
Bachelors, Computer Science and Economics
Robert Colfin's Morgan Stanley Experience July 2006 - August 2009
Job Vice President at J. P. Morgan Chase
Industry Computer Software
Experience
JPMorgan Chase March 2013 - Present
Royal Bank of Canada October 2010 - March 2013
Citi August 2009 - October 2010
Morgan Stanley July 2006 - August 2009
Abet Laminati Spa February 2006 - July 2009
Bloomberg LP June 2000 - July 2006
AIG June 1999 - August 1999
PIRA Energy Group May 1998 - September 1998
Skills
C#, WPF, WinForms, Win32, Visual C++, XML, XSLT, XSL, ASP, ASP.NET, JavaScript, WML, HTML, PC maintenance, Network Programming, Threads, Product Management, Front Office, Software Development, Software Engineering, Trading Systems, SOA, Git, Subversion, Agile Methodologies, Multithreading, Equities Technology, Fixed Income, SDLC, VBA, Programming, Sybase, Object Oriented Design, .NET, Software Design, Visual Studio, Scrum, Design Patterns, Equity Trading, Equities, FX Options, AJAX, Electronic Trading, Market Data, Mobile Applications, Low Latency, Android, Requirements Analysis, Requirements Gathering, LINQ
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
BS, Computer Science
JPMorgan Chase March 2013 - Present
Royal Bank of Canada October 2010 - March 2013
Citi August 2009 - October 2010
Morgan Stanley July 2006 - August 2009
Abet Laminati Spa February 2006 - July 2009
Bloomberg LP June 2000 - July 2006
AIG June 1999 - August 1999
PIRA Energy Group May 1998 - September 1998
Skills
C#, WPF, WinForms, Win32, Visual C++, XML, XSLT, XSL, ASP, ASP.NET, JavaScript, WML, HTML, PC maintenance, Network Programming, Threads, Product Management, Front Office, Software Development, Software Engineering, Trading Systems, SOA, Git, Subversion, Agile Methodologies, Multithreading, Equities Technology, Fixed Income, SDLC, VBA, Programming, Sybase, Object Oriented Design, .NET, Software Design, Visual Studio, Scrum, Design Patterns, Equity Trading, Equities, FX Options, AJAX, Electronic Trading, Market Data, Mobile Applications, Low Latency, Android, Requirements Analysis, Requirements Gathering, LINQ
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
BS, Computer Science
Kevin Walczak, CSM, CSPO's Morgan Stanley Experience January 2013 - Present
Job Vice President, Investment Products and Services IT, Wealth Management Technology at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management November 2010 - December 2012
Morgan Stanley December 2008 - October 2010
Merrill Lynch November 2003 - December 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Software Project..., Agile Project Management, Agile Methodologies, Full SDLC, Scrum, Certified Scrum Product..., Web Development, Visual C#, Visual C++, Objective-C, iPhone Application..., Microsoft SQL Server, SQL, Oracle SQL, Requirements Analysis, Object Oriented Design, Functional Programming, Python, Xcode, Visual Studio, Computational Genomics, Private Pilot, Program Management, PMO, JavaScript, Drupal, R, Product Management, CMS, Certified ScrumMaster, CRM
Education
University of Wisconsin-Madison 1993 — 1995
MA
Rutgers University-New Brunswick 1988 — 1991
BA
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management November 2010 - December 2012
Morgan Stanley December 2008 - October 2010
Merrill Lynch November 2003 - December 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Software Project..., Agile Project Management, Agile Methodologies, Full SDLC, Scrum, Certified Scrum Product..., Web Development, Visual C#, Visual C++, Objective-C, iPhone Application..., Microsoft SQL Server, SQL, Oracle SQL, Requirements Analysis, Object Oriented Design, Functional Programming, Python, Xcode, Visual Studio, Computational Genomics, Private Pilot, Program Management, PMO, JavaScript, Drupal, R, Product Management, CMS, Certified ScrumMaster, CRM
Education
University of Wisconsin-Madison 1993 — 1995
MA
Rutgers University-New Brunswick 1988 — 1991
BA
Lev Zaks's Morgan Stanley Experience 2001 - 2006
Job Head of MultiAsset Class Business Development
Industry Financial Services
Experience
Axioma Inc. February 2011 - Present
Measurisk August 2006 - January 2011
Morgan Stanley 2001 - 2006
Wilco August 1996 - September 1999
Skills
Fixed Income, Derivatives, Equities, Trading Systems, Hedge Funds, Capital Markets, Sybase, Portfolio Management, Asset Managment, Financial Modeling, Electronic Trading, Market Data, SQL, Credit Derivatives, Risk Management, Agile Methodologies, Cloud Computing, Enterprise Architecture, Quantitative Analytics, Asset Management, Quantitative Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Computer Science
Axioma Inc. February 2011 - Present
Measurisk August 2006 - January 2011
Morgan Stanley 2001 - 2006
Wilco August 1996 - September 1999
Skills
Fixed Income, Derivatives, Equities, Trading Systems, Hedge Funds, Capital Markets, Sybase, Portfolio Management, Asset Managment, Financial Modeling, Electronic Trading, Market Data, SQL, Credit Derivatives, Risk Management, Agile Methodologies, Cloud Computing, Enterprise Architecture, Quantitative Analytics, Asset Management, Quantitative Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Computer Science
Bryan Joslin's Morgan Stanley Experience March 2007 - July 2012
Job Fed Readiness Program Manager at AIG
Industry Financial Services
Experience
AIG July 2012 - Present
Morgan Stanley March 2007 - July 2012
Citi December 2005 - March 2007
TD Ameritrade August 2002 - December 2005
Merrill Lynch November 2000 - March 2002
Prudential December 1995 - November 2000
Skills
PMO, SDLC, Fixed Income, Business Analysis, Vendor Management
Education
Stevens Institute of Technology 2004 — 2006
MBA
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Rutgers University-New Brunswick
BS, Finance
AIG July 2012 - Present
Morgan Stanley March 2007 - July 2012
Citi December 2005 - March 2007
TD Ameritrade August 2002 - December 2005
Merrill Lynch November 2000 - March 2002
Prudential December 1995 - November 2000
Skills
PMO, SDLC, Fixed Income, Business Analysis, Vendor Management
Education
Stevens Institute of Technology 2004 — 2006
MBA
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Rutgers University-New Brunswick
BS, Finance
Bernidine Johnson's Morgan Stanley Experience January 2000 - February 2002
Job AVP at IFS
Industry Financial Services
Experience
State Street - International Fund Services March 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2002 - April 2010
Morgan Stanley January 2000 - February 2002
Skills
Hedge Funds, Fixed Income, Bonds, Bloomberg, Derivatives, Equities, Options, Fund Accounting, FX Options, Middle Office, Fund Administration, Swaps, Alternative Investments, Corporate Actions, Securities, Mutual Funds, Asset Management, Financial Services, Valuation, Trading Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
BA, Economics
University High School 1991 — 1995
Bachelor of Arts (B.A.), Economics
State Street - International Fund Services March 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2002 - April 2010
Morgan Stanley January 2000 - February 2002
Skills
Hedge Funds, Fixed Income, Bonds, Bloomberg, Derivatives, Equities, Options, Fund Accounting, FX Options, Middle Office, Fund Administration, Swaps, Alternative Investments, Corporate Actions, Securities, Mutual Funds, Asset Management, Financial Services, Valuation, Trading Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
BA, Economics
University High School 1991 — 1995
Bachelor of Arts (B.A.), Economics
Joseph Mugno's Morgan Stanley Experience 2001 - 2009
Job Executive Director at Mbraced Marketing L.L.C
Industry Management Consulting
Experience
Mbraced Marketing L.L.C January 2015 - Present
MassMutual Financial Group 2013 - 2014
Logical Source, Inc. 2011 - 2013
UBS Wealth Management 2009 - 2010
Morgan Stanley 2001 - 2009
Bear Stearns & Company 2000 - 2001
Prudential Financial 1993 - 2000
Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Economics
Don Bosco Tech 1980 — 1984
Mbraced Marketing L.L.C January 2015 - Present
MassMutual Financial Group 2013 - 2014
Logical Source, Inc. 2011 - 2013
UBS Wealth Management 2009 - 2010
Morgan Stanley 2001 - 2009
Bear Stearns & Company 2000 - 2001
Prudential Financial 1993 - 2000
Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Economics
Don Bosco Tech 1980 — 1984
Jan Stopa's Morgan Stanley Experience April 2013 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Quant Space Technologies LLC January 2012 - Present
Interactive Data February 2012 - April 2013
Citi April 2010 - December 2011
JPMorgan Asset Management 2005 - May 2010
Bear Stearns July 1996 - June 2005
Skills
Trading Systems, Derivatives, Electronic Trading, Options, Equities, Prime Brokerage, Equity Derivatives, Equity Trading, Trading, ETFs, Arbitrage, Market Risk, Financial Markets, Risk Management, Portfolio Management, Middle Office, Buy-side, Securities, Market Making, Asset Management, Credit Risk, Bonds, Fixed Income, Proprietary Trading, Hedging, Core Java, C++, Financial Modeling, Sell Side, Fixed Income Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
MBA, Finance, E-Commerce
Morgan Stanley April 2013 - Present
Quant Space Technologies LLC January 2012 - Present
Interactive Data February 2012 - April 2013
Citi April 2010 - December 2011
JPMorgan Asset Management 2005 - May 2010
Bear Stearns July 1996 - June 2005
Skills
Trading Systems, Derivatives, Electronic Trading, Options, Equities, Prime Brokerage, Equity Derivatives, Equity Trading, Trading, ETFs, Arbitrage, Market Risk, Financial Markets, Risk Management, Portfolio Management, Middle Office, Buy-side, Securities, Market Making, Asset Management, Credit Risk, Bonds, Fixed Income, Proprietary Trading, Hedging, Core Java, C++, Financial Modeling, Sell Side, Fixed Income Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2000
MBA, Finance, E-Commerce
Patrick Udovich's Morgan Stanley Experience August 1997 - December 2002
Job Experienced Human Resource Executive
Industry Human Resources
Experience
Penn Virginia Corporation September 2007 - Present
Gartmore August 2004 - April 2007
DuPont December 2002 - August 2004
Morgan Stanley August 1997 - December 2002
IBM July 1991 - August 1997
Skills
Human Resources, Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Employee Engagement, Performance Management, Organizational Design, Leadership Development, Organizational..., Coaching, Vendor Management
Education
Rutgers University-New Brunswick 1989 — 1991
Masters of Science, Industrial Relations and Human Resources
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Bachelor of Science (B.S.), Environmental and Business Economics
Archmere Academy
Archmere Academy
Archmere Academy
Penn Virginia Corporation September 2007 - Present
Gartmore August 2004 - April 2007
DuPont December 2002 - August 2004
Morgan Stanley August 1997 - December 2002
IBM July 1991 - August 1997
Skills
Human Resources, Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Employee Engagement, Performance Management, Organizational Design, Leadership Development, Organizational..., Coaching, Vendor Management
Education
Rutgers University-New Brunswick 1989 — 1991
Masters of Science, Industrial Relations and Human Resources
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Bachelor of Science (B.S.), Environmental and Business Economics
Archmere Academy
Archmere Academy
Archmere Academy
Antonio Barakat's Morgan Stanley Experience May 2013 - Present
Job Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Morgan Stanley May 2013 - Present
Credit Suisse March 2010 - April 2013
Goldman Sachs September 2005 - June 2011
Credit Suisse 2010 - 2011
Credit Suisse 2010 - 2011
INET ATS 2005 - 2005
NYFIX 2003 - 2005
NYFIX 2003 - 2005
Jefferies & Co 1999 - 2003
Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Trading, Capital Markets, Market Data, Management, Fixed Income, Investment Banking, Financial Services, Equity Derivatives, Order Management, Bloomberg, FX Options, Financial Markets, Hedge Funds, Middle Office, Equity Trading, Options, Structured Products, Low Latency, Back Office, Business Analysis, Risk Management, Securities, Portfolio Management
Education
BHS
BHS
Rutgers University-New Brunswick
Wells Fargo Securities 2014 - Present
Morgan Stanley May 2013 - Present
Credit Suisse March 2010 - April 2013
Goldman Sachs September 2005 - June 2011
Credit Suisse 2010 - 2011
Credit Suisse 2010 - 2011
INET ATS 2005 - 2005
NYFIX 2003 - 2005
NYFIX 2003 - 2005
Jefferies & Co 1999 - 2003
Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Trading, Capital Markets, Market Data, Management, Fixed Income, Investment Banking, Financial Services, Equity Derivatives, Order Management, Bloomberg, FX Options, Financial Markets, Hedge Funds, Middle Office, Equity Trading, Options, Structured Products, Low Latency, Back Office, Business Analysis, Risk Management, Securities, Portfolio Management
Education
BHS
BHS
Rutgers University-New Brunswick
William Mon's Morgan Stanley Experience August 2006 - Present
Job Software Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2006 - Present
IBM June 2005 - July 2005
Skills
Multithreading, Unix, Linux, C++, XML
Education
Rutgers University-New Brunswick 2002 — 2006
Morgan Stanley August 2006 - Present
IBM June 2005 - July 2005
Skills
Multithreading, Unix, Linux, C++, XML
Education
Rutgers University-New Brunswick 2002 — 2006
Francesca Sanzone's Morgan Stanley Experience January 2004 - February 2006
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2006 - Present
Morgan Stanley January 2004 - February 2006
Citigroup July 2001 - January 2004
Education
Rutgers University-New Brunswick 1997 — 2001
BS, Management, Italian
Credit Suisse October 2006 - Present
Morgan Stanley January 2004 - February 2006
Citigroup July 2001 - January 2004
Education
Rutgers University-New Brunswick 1997 — 2001
BS, Management, Italian
Frank Malfatto's Morgan Stanley Experience March 2007 - June 2010
Job Executive Director, Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Deutsche Bank June 2010 - March 2011
Morgan Stanley March 2007 - June 2010
UBS Wealth Management 1998 - 2007
Skills
Portfolio Management, Investment Advisory, Product Development, Program Management, Reporting & Analysis, Business Analysis, Asset Allocation, IT Risk Management, Operational Risk..., Project Management, Finance, Strategy
Education
Rutgers Grad School of Mgmt 1996 — 1998
MBA, Finance and Int'l Business
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts, Economics and History
Morgan Stanley Smith Barney March 2011 - Present
Deutsche Bank June 2010 - March 2011
Morgan Stanley March 2007 - June 2010
UBS Wealth Management 1998 - 2007
Skills
Portfolio Management, Investment Advisory, Product Development, Program Management, Reporting & Analysis, Business Analysis, Asset Allocation, IT Risk Management, Operational Risk..., Project Management, Finance, Strategy
Education
Rutgers Grad School of Mgmt 1996 — 1998
MBA, Finance and Int'l Business
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts, Economics and History
Stacey Curry's Morgan Stanley Experience 1995 - 1996
Job Licensed Real Estate Salesperson at Brown Harris Stevens
Industry Writing and Editing
Experience
Brown Harris Stevens December 2014 - Present
Warburg Realty July 2014 - December 2014
Town Residential March 2011 - 2014
Deutsche Bank 1996 - 1998
Morgan Stanley 1995 - 1996
Skills
Life Coaching, Creative Writing, Microsoft Excel, Financial Analysis, Interior Design, Renovation, Art History
Education
New School University 2008 — 2009
Masters of Fine Arts, Creative Writing
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Arts (B.A.), Art History and Political Science
Brown Harris Stevens December 2014 - Present
Warburg Realty July 2014 - December 2014
Town Residential March 2011 - 2014
Deutsche Bank 1996 - 1998
Morgan Stanley 1995 - 1996
Skills
Life Coaching, Creative Writing, Microsoft Excel, Financial Analysis, Interior Design, Renovation, Art History
Education
New School University 2008 — 2009
Masters of Fine Arts, Creative Writing
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Arts (B.A.), Art History and Political Science
Bill Vaughan's Morgan Stanley Experience 2004 - 2008
Job VP at Nomura
Industry Financial Services
Experience
Nomura April 2014 - Present
Barclays May 2011 - April 2014
Goldman Sachs December 2010 - May 2011
Barclays Capital May 2008 - December 2010
Morgan Stanley 2004 - 2008
Computer Sciences Corporation 1999 - 2004
Skills
Business Analysis, Equity Derivatives, Risk Management, Back Office, Financial Services, Securities, SDLC, Project Management, IT Strategy, PMO, Business Process..., Process Improvement, Change Management
Education
Rutgers University-New Brunswick 1992 — 1995
BA, Economics
Nomura April 2014 - Present
Barclays May 2011 - April 2014
Goldman Sachs December 2010 - May 2011
Barclays Capital May 2008 - December 2010
Morgan Stanley 2004 - 2008
Computer Sciences Corporation 1999 - 2004
Skills
Business Analysis, Equity Derivatives, Risk Management, Back Office, Financial Services, Securities, SDLC, Project Management, IT Strategy, PMO, Business Process..., Process Improvement, Change Management
Education
Rutgers University-New Brunswick 1992 — 1995
BA, Economics
Rosario, William's Morgan Stanley Experience August 2010 - April 2012
Job VP at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
Thomson Reuters April 2012 - September 2014
Morgan Stanley August 2010 - April 2012
AllianceBernstein August 2004 - August 2010
GFI Group April 2002 - August 2004
OppenheimerFunds, Inc. 1999 - 2000
Skills
Quality Assurance, Test Automation, Quality Center, Requirements Analysis, SharePoint, Testing, SQL, Java, XML, SQL Server, QTP, VB.NET, C#, Visio, Linux, Process Improvement, Microsoft Office, Windows, JavaScript, HTML, Unix, .NET, Analysis, Excel, C, WinRunner, Documentation, Outlook, Test Planning, MySQL, Business Analysis, Word, Problem Solving, Active Directory, PHP, PowerPoint, Web Services, Visual Studio, Software Development, Test Management, Sybase, CSS, Subversion, VBScript, Perl, DB2, Software Documentation, Software Quality..., Databases, User Acceptance Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
BS Mechanical & Aerospace Engineering, Mechanical Engineering & Aerospace Option
BlackRock September 2014 - Present
Thomson Reuters April 2012 - September 2014
Morgan Stanley August 2010 - April 2012
AllianceBernstein August 2004 - August 2010
GFI Group April 2002 - August 2004
OppenheimerFunds, Inc. 1999 - 2000
Skills
Quality Assurance, Test Automation, Quality Center, Requirements Analysis, SharePoint, Testing, SQL, Java, XML, SQL Server, QTP, VB.NET, C#, Visio, Linux, Process Improvement, Microsoft Office, Windows, JavaScript, HTML, Unix, .NET, Analysis, Excel, C, WinRunner, Documentation, Outlook, Test Planning, MySQL, Business Analysis, Word, Problem Solving, Active Directory, PHP, PowerPoint, Web Services, Visual Studio, Software Development, Test Management, Sybase, CSS, Subversion, VBScript, Perl, DB2, Software Documentation, Software Quality..., Databases, User Acceptance Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
BS Mechanical & Aerospace Engineering, Mechanical Engineering & Aerospace Option
Tabitha Santana's Morgan Stanley Experience January 2006 - April 2008
Job Brighton Health Partners
Industry Financial Services
Experience
Brighton Health Partners April 2012 - Present
Apax Partners October 2009 - April 2012
KPMG April 2008 - March 2009
Morgan Stanley January 2006 - April 2008
Morgan Stanley July 2000 - January 2006
American Express January 2000 - July 2000
JPMorgan Chase May 1997 - January 2000
Skills
Budgets, Contract Negotiation, Vendor Management, Organization, Help Desk Support, Program Coordination, Event Planning, Corporate Events, Negotiation, Executive Management, Asset Managment, Financial Analysis, Management
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor of Science, Sports Management
Brighton Health Partners April 2012 - Present
Apax Partners October 2009 - April 2012
KPMG April 2008 - March 2009
Morgan Stanley January 2006 - April 2008
Morgan Stanley July 2000 - January 2006
American Express January 2000 - July 2000
JPMorgan Chase May 1997 - January 2000
Skills
Budgets, Contract Negotiation, Vendor Management, Organization, Help Desk Support, Program Coordination, Event Planning, Corporate Events, Negotiation, Executive Management, Asset Managment, Financial Analysis, Management
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor of Science, Sports Management
Joanna Harper's Morgan Stanley Experience 2010 - Present
Job Executive Assistant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
Barclays Investment Bank 2008 - 2009
Operative February 2008 - June 2008
Kaplan 2007 - 2008
Lifetime Networks 2004 - 2006
The Related Group 1999 - 2004
Skills
Digital Media, Social Media, Microsoft Excel, Outlook, Advertising, PowerPoint, Travel Arrangements, Customer Service, Budgets, Event Planning, Social Media Marketing, Strategic Planning, Management, Marketing, Event Management, Concur
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BA, English & Journalism
Madison High School 1988 — 1992
High School Diploma, College Prep
Morgan Stanley 2010 - Present
Barclays Investment Bank 2008 - 2009
Operative February 2008 - June 2008
Kaplan 2007 - 2008
Lifetime Networks 2004 - 2006
The Related Group 1999 - 2004
Skills
Digital Media, Social Media, Microsoft Excel, Outlook, Advertising, PowerPoint, Travel Arrangements, Customer Service, Budgets, Event Planning, Social Media Marketing, Strategic Planning, Management, Marketing, Event Management, Concur
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BA, English & Journalism
Madison High School 1988 — 1992
High School Diploma, College Prep
Saira Martinez's Morgan Stanley Experience May 2007 - August 2007
Job Credit Research Analyst at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income July 2009 - Present
Cantor Fitzgerald & CastleOak Securities May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Asset Management
Education
Rutgers University-New Brunswick 2004 — 2008
Prudential Fixed Income July 2009 - Present
Cantor Fitzgerald & CastleOak Securities May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Asset Management
Education
Rutgers University-New Brunswick 2004 — 2008
Cheryl Spitaleri's Morgan Stanley Experience 1994 - 2008
Job Implementation Manager at American Express
Industry Information Technology and Services
Experience
American Express July 2008 - December 2013
Morgan Stanley 1994 - 2008
IBM 1989 - 1994
Skills
Sybase, Business Analysis, Vendor Management, Fixed Income, SDLC, Equities, Process Improvement, SQL, Back Office, Integrated Marketing, Trading Systems, Risk Management, Leadership, Software Project..., Financial Services, Derivatives, Investment Banking, IT Strategy, Requirements Gathering
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts (BA), Computer Science
American Express July 2008 - December 2013
Morgan Stanley 1994 - 2008
IBM 1989 - 1994
Skills
Sybase, Business Analysis, Vendor Management, Fixed Income, SDLC, Equities, Process Improvement, SQL, Back Office, Integrated Marketing, Trading Systems, Risk Management, Leadership, Software Project..., Financial Services, Derivatives, Investment Banking, IT Strategy, Requirements Gathering
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts (BA), Computer Science
Pasquale Pisani's Morgan Stanley Experience 2005 - 2008
Job Financial Advisor
Industry Financial Services
Experience
Ernst & Young February 2008 - September 2008
Morgan Stanley 2005 - 2008
Merrill Lynch 1998 - 2005
Skills
Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Unit Investment Trusts, Securities, Asset Allocation, Insurance, ETFs, Variable Annuities, Life Insurance, Series 63, Financial Services, Stocks, Bonds, Commodity, Fixed Annuities, Investment Advisory, Wealth Management, FINRA, Finance, Financial Markets, Alternative Investments, Investment Strategies, Asset Management, Bloomberg, Equity Research, Financial Planning, Fixed Income, Series 24, Portfolio Management, Equity Trading, Trading, Hedge Funds, Derivatives, Capital Markets, Uniform Combined State..., Funding, Long Term Care Insurance, Risk Management, 401k, Options, Equities, Investment Management, Electronic Trading, Investment Banking, Trading Systems, Financial Advisory, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Kearny High School
Ernst & Young February 2008 - September 2008
Morgan Stanley 2005 - 2008
Merrill Lynch 1998 - 2005
Skills
Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Unit Investment Trusts, Securities, Asset Allocation, Insurance, ETFs, Variable Annuities, Life Insurance, Series 63, Financial Services, Stocks, Bonds, Commodity, Fixed Annuities, Investment Advisory, Wealth Management, FINRA, Finance, Financial Markets, Alternative Investments, Investment Strategies, Asset Management, Bloomberg, Equity Research, Financial Planning, Fixed Income, Series 24, Portfolio Management, Equity Trading, Trading, Hedge Funds, Derivatives, Capital Markets, Uniform Combined State..., Funding, Long Term Care Insurance, Risk Management, 401k, Options, Equities, Investment Management, Electronic Trading, Investment Banking, Trading Systems, Financial Advisory, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Kearny High School
Matthew Fountain's Morgan Stanley Experience 1996 - 2000
Job Vice President and Trust Officer at Merrill Lynch Trust
Industry Financial Services
Experience
Merrill Lynch Trust April 2004 - Present
JPMorgan Chase 2000 - 2004
Morgan Stanley 1996 - 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism
Merrill Lynch Trust April 2004 - Present
JPMorgan Chase 2000 - 2004
Morgan Stanley 1996 - 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism
Bradley Bellomo's Morgan Stanley Experience March 2001 - June 2011
Job Director at KKR
Industry Financial Services
Stephen Fajardo's Morgan Stanley Experience 2003 - March 2011
Job Vice President at Nomura
Industry Financial Services
Experience
Nomura November 2013 - Present
Deutsche Bank April 2011 - November 2013
Morgan Stanley 2003 - March 2011
NASD 1999 - 2003
NASD District 10 New York 1997 - 1999
Skills
Options
Education
Rutgers University-New Brunswick 1986 — 1990
Nomura November 2013 - Present
Deutsche Bank April 2011 - November 2013
Morgan Stanley 2003 - March 2011
NASD 1999 - 2003
NASD District 10 New York 1997 - 1999
Skills
Options
Education
Rutgers University-New Brunswick 1986 — 1990
Robert J Mella's Morgan Stanley Experience July 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2005 - Present
Deutsche Bank 2002 - 2005
Instinet Incorporated 1999 - 2002
Salomon Brothers October 1986 - February 1998
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Risk Management, Capital Markets, Business Analysis, Financial Services, Management, Trading Systems, Finance, Information Technology, Treasury
Education
Rutgers University-New Brunswick
BS, Industrial Engineering
Saint John's University
MBA, Executive Management
Morgan Stanley July 2005 - Present
Deutsche Bank 2002 - 2005
Instinet Incorporated 1999 - 2002
Salomon Brothers October 1986 - February 1998
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Risk Management, Capital Markets, Business Analysis, Financial Services, Management, Trading Systems, Finance, Information Technology, Treasury
Education
Rutgers University-New Brunswick
BS, Industrial Engineering
Saint John's University
MBA, Executive Management
Paul Witt's Morgan Stanley Experience February 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
American Express August 2012 - February 2014
Morgan Stanley February 2011 - July 2012
JPMorgan Chase September 2008 - February 2011
SSA Capital March 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Services, Risk Management, Finance, Financial Reporting, Business Analysis, Project Finance, Analysis, Strategy, Business Strategy, Equities, Management, Strategic Planning, Forecasting
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor of Arts (B.A.), Economics
Morgan Stanley February 2014 - Present
American Express August 2012 - February 2014
Morgan Stanley February 2011 - July 2012
JPMorgan Chase September 2008 - February 2011
SSA Capital March 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Services, Risk Management, Finance, Financial Reporting, Business Analysis, Project Finance, Analysis, Strategy, Business Strategy, Equities, Management, Strategic Planning, Forecasting
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor of Arts (B.A.), Economics
Michael V. Crooks's Morgan Stanley Experience 1986 - 1990
Job Founder at Now Atkins LLC
Industry Financial Services
Experience
Varas Capital 2015 - Present
Now Atkins LLC 2010 - Present
MVC Consulting LLC January 2006 - Present
DLJ/Credit Suisse 2000 - 2005
Paine Webber 1992 - 1995
Salomon Brothers 1991 - 1991
Morgan Stanley 1986 - 1990
Skills
Equity Derivatives, Equities, Structured Finance, Investments, Hedge Funds, Asset Management, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Derivatives
Education
Wharton School of Business 1984 — 1986
MBA in Finance
Rutgers University 1981 — 1984
Bachelors in Business Administration
Varas Capital 2015 - Present
Now Atkins LLC 2010 - Present
MVC Consulting LLC January 2006 - Present
DLJ/Credit Suisse 2000 - 2005
Paine Webber 1992 - 1995
Salomon Brothers 1991 - 1991
Morgan Stanley 1986 - 1990
Skills
Equity Derivatives, Equities, Structured Finance, Investments, Hedge Funds, Asset Management, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Derivatives
Education
Wharton School of Business 1984 — 1986
MBA in Finance
Rutgers University 1981 — 1984
Bachelors in Business Administration
John Motusesky's Morgan Stanley Experience October 2006 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2006 - Present
Telcordia Technologies September 1985 - October 2006
Skills
Financial Modeling, Business Analysis, Financial Analysis, Portfolio Management, IT Strategy, Risk Management, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Project Management, Equities, SDLC, Strategic Financial..., Finance, Private Equity
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Morgan Stanley October 2006 - Present
Telcordia Technologies September 1985 - October 2006
Skills
Financial Modeling, Business Analysis, Financial Analysis, Portfolio Management, IT Strategy, Risk Management, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Project Management, Equities, SDLC, Strategic Financial..., Finance, Private Equity
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Peter Herman's Morgan Stanley Experience April 2006 - January 2012
Job Assistant Vice President Lloyds Securities Inc.
Industry Financial Services
Experience
Lloyds Securities Inc. May 2012 - July 2014
Morgan Stanley April 2006 - January 2012
FINRA 1999 - 2006
Skills
Banking, Bloomberg Terminal, Capital Markets, FINRA, Financial Services, Fixed Income, Investment Banking, Investments, Risk Management, Securities, Series 7, Equities
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Economics
Lloyds Securities Inc. May 2012 - July 2014
Morgan Stanley April 2006 - January 2012
FINRA 1999 - 2006
Skills
Banking, Bloomberg Terminal, Capital Markets, FINRA, Financial Services, Fixed Income, Investment Banking, Investments, Risk Management, Securities, Series 7, Equities
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Economics
Vincent Jia's Morgan Stanley Experience March 2000 - May 2009
Job VP Senior Quant Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 2012 - Present
Barclays Capital June 2009 - May 2012
Morgan Stanley March 2000 - May 2009
Skills
Trading Systems, Derivatives, Electronic Trading, Equities, Fixed Income, Quantitative Finance, Investment Banking, Capital Markets, Options, Trading System, Trading, Market Data, Bloomberg, Credit Risk, Interest Rate..., Hedge Funds, Financial Modeling, Valuation, FX Options, Equity Research
Education
Rutgers University-New Brunswick 1996 — 2000
Master, Computer Science, Industrial Engineering
Tsinghua University 1990 — 1995
B.S., Automation
BNY Mellon June 2012 - Present
Barclays Capital June 2009 - May 2012
Morgan Stanley March 2000 - May 2009
Skills
Trading Systems, Derivatives, Electronic Trading, Equities, Fixed Income, Quantitative Finance, Investment Banking, Capital Markets, Options, Trading System, Trading, Market Data, Bloomberg, Credit Risk, Interest Rate..., Hedge Funds, Financial Modeling, Valuation, FX Options, Equity Research
Education
Rutgers University-New Brunswick 1996 — 2000
Master, Computer Science, Industrial Engineering
Tsinghua University 1990 — 1995
B.S., Automation
Vivian Deng's Morgan Stanley Experience 2003 - 2005
Job Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 2005 - August 2008
Morgan Stanley 2003 - 2005
Bear Stearns 2000 - 2003
Education
Rutgers University-New Brunswick 1994 — 1995
MS, Computer Science
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 2005 - August 2008
Morgan Stanley 2003 - 2005
Bear Stearns 2000 - 2003
Education
Rutgers University-New Brunswick 1994 — 1995
MS, Computer Science
William Conroy's Morgan Stanley Experience July 2002 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Extreme Logic April 1998 - July 2002
Brickhouse Software, Inc. 1996 - 1998
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Computer Science, Economics
Morgan Stanley July 2002 - Present
Extreme Logic April 1998 - July 2002
Brickhouse Software, Inc. 1996 - 1998
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Computer Science, Economics
Kaitlin Blackmer's Morgan Stanley Experience January 2014 - Present
Job Recruiter at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2014 - Present
Citigroup July 2010 - January 2014
Hess Corporation July 2007 - July 2010
Education
Rutgers University-New Brunswick 2008 — 2010
Masters, Human Resource Management
Rutgers University-New Brunswick 2003 — 2007
Bachelors, Psychology
Morgan Stanley January 2014 - Present
Citigroup July 2010 - January 2014
Hess Corporation July 2007 - July 2010
Education
Rutgers University-New Brunswick 2008 — 2010
Masters, Human Resource Management
Rutgers University-New Brunswick 2003 — 2007
Bachelors, Psychology
Davis Amofa's Morgan Stanley Experience January 2010 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Barclays Capital 2009 - 2009
Morgan Stanley 2004 - 2009
Morgan Stanley October 2004 - November 2005
Goldman Sachs September 2002 - October 2004
Accenture July 1996 - August 2002
Skills
Derivatives, Prime Brokerage, Equities, Fixed Income, Trading Systems, Business Analysis, Capital Markets, Sybase, Vendor Management, Portfolio Management, Program Management, SDLC, IT Strategy, Trading, Change Management, PMP, Business Intelligence, Software Project..., Requirements Analysis, Investment Banking, Risk Management, Financial Services, Financial Markets, Hedge Funds
Education
Rutgers University-New Brunswick 2015 — 2015
PMP Certification Program
Stony Brook University - College of Business, MBA 1994 — 1996
Masters of Science, Business Administration
Stony Brook University - BA in Economics 1990 — 1994
BA, Economics
Stony Brook University - College of Business BS in Business Management 1990 — 1994
Bachelor of Science, Business Management
Morgan Stanley January 2010 - Present
Barclays Capital 2009 - 2009
Morgan Stanley 2004 - 2009
Morgan Stanley October 2004 - November 2005
Goldman Sachs September 2002 - October 2004
Accenture July 1996 - August 2002
Skills
Derivatives, Prime Brokerage, Equities, Fixed Income, Trading Systems, Business Analysis, Capital Markets, Sybase, Vendor Management, Portfolio Management, Program Management, SDLC, IT Strategy, Trading, Change Management, PMP, Business Intelligence, Software Project..., Requirements Analysis, Investment Banking, Risk Management, Financial Services, Financial Markets, Hedge Funds
Education
Rutgers University-New Brunswick 2015 — 2015
PMP Certification Program
Stony Brook University - College of Business, MBA 1994 — 1996
Masters of Science, Business Administration
Stony Brook University - BA in Economics 1990 — 1994
BA, Economics
Stony Brook University - College of Business BS in Business Management 1990 — 1994
Bachelor of Science, Business Management
Joseph Karas's Morgan Stanley Experience March 2001 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2001 - Present
Goldman Sachs January 1999 - March 2001
AT&T June 1979 - January 1999
Skills
Financial Services, Wealth Management..., Alternative Investments, Hedge Funds, Asset Management, Fixed Income, High Net Worth..., Wealth, Banking, Equities, Investments
Education
Rutgers University-New Brunswick 1979 — 1980
MS, Statistics
University of Connecticut 1973 — 1977
BS, Mathematics / Statistics
Morgan Stanley March 2001 - Present
Goldman Sachs January 1999 - March 2001
AT&T June 1979 - January 1999
Skills
Financial Services, Wealth Management..., Alternative Investments, Hedge Funds, Asset Management, Fixed Income, High Net Worth..., Wealth, Banking, Equities, Investments
Education
Rutgers University-New Brunswick 1979 — 1980
MS, Statistics
University of Connecticut 1973 — 1977
BS, Mathematics / Statistics
richard pich's Morgan Stanley Experience December 2010 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2010 - Present
Mid Atlantic Resource Group February 2010 - December 2010
TSR Consulting services July 2008 - March 2010
Lehman Brothers 2008 - 2010
Barclays Capital 2008 - 2010
morgan stanley 2001 - 2008
Education
Rutgers University-New Brunswick 1972 — 1977
bachelors, economics
Morgan Stanley December 2010 - Present
Mid Atlantic Resource Group February 2010 - December 2010
TSR Consulting services July 2008 - March 2010
Lehman Brothers 2008 - 2010
Barclays Capital 2008 - 2010
morgan stanley 2001 - 2008
Education
Rutgers University-New Brunswick 1972 — 1977
bachelors, economics
Andrew Ko's Morgan Stanley Experience October 2010 - May 2013
Job VP at Barclays
Industry Financial Services
Experience
Barclays May 2013 - Present
Morgan Stanley October 2010 - May 2013
Ernst and Young LLP July 2009 - January 2011
Accume Partners June 2007 - June 2009
Liberty Mutual Insurance Company August 2005 - May 2007
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, IT Audit, Risk Management, Process Improvement, Operational Risk, SOX 404, Financial Risk, Insurance, Analysis, Enterprise Risk..., Financial Accounting, Management, Financial Reporting, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick
Barclays May 2013 - Present
Morgan Stanley October 2010 - May 2013
Ernst and Young LLP July 2009 - January 2011
Accume Partners June 2007 - June 2009
Liberty Mutual Insurance Company August 2005 - May 2007
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, IT Audit, Risk Management, Process Improvement, Operational Risk, SOX 404, Financial Risk, Insurance, Analysis, Enterprise Risk..., Financial Accounting, Management, Financial Reporting, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick
Walter Plaessmann's Morgan Stanley Experience 1986 - 2002
Job Director, Business Performance Management Director at Citibank
Industry Financial Services
Experience
Citibank July 2009 - Present
Bank of America 2003 - 2009
Morgan Stanley 1986 - 2002
Skills
Banking, Investments, Analysis, Strategic Financial..., Financial Analysis, Financial Modeling, Finance, Leadership, Corporate Finance, Performance Management, Risk Management, Portfolio Management, Asset Management, Relationship Management, Financial Services, Credit, Management
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Biology/Psychology double major
Citibank July 2009 - Present
Bank of America 2003 - 2009
Morgan Stanley 1986 - 2002
Skills
Banking, Investments, Analysis, Strategic Financial..., Financial Analysis, Financial Modeling, Finance, Leadership, Corporate Finance, Performance Management, Risk Management, Portfolio Management, Asset Management, Relationship Management, Financial Services, Credit, Management
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Biology/Psychology double major
Antonio Podias's Morgan Stanley Experience 2003 - 2006
Job Owner, Synergy HomeCare of North West NJ
Industry Hospital & Health Care
Experience
Synergy HomeCare of North West NJ October 2009 - Present
Home Health Services Association of NJ July 2010 - March 2015
UBS 2006 - 2009
Morgan Stanley 2003 - 2006
Prudential Financial 1999 - 2002
Skills
Elder Care, Home Care, Healthcare, Nursing, Seniors, Healthcare Management, Contract Negotiation, Team Building, Strategic Planning, Healthcare Consulting, Healthcare Industry, Leadership, Training, Alzheimer's disease, Medicaid, Long-term Care, Case Managment, Medicare, Small Business, Managed Care, Hospitals, Senior Services, Executive Management, Patient Advocacy, Physicians, Compassion, Independent Living, Caregiving, Case Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA
Synergy HomeCare of North West NJ October 2009 - Present
Home Health Services Association of NJ July 2010 - March 2015
UBS 2006 - 2009
Morgan Stanley 2003 - 2006
Prudential Financial 1999 - 2002
Skills
Elder Care, Home Care, Healthcare, Nursing, Seniors, Healthcare Management, Contract Negotiation, Team Building, Strategic Planning, Healthcare Consulting, Healthcare Industry, Leadership, Training, Alzheimer's disease, Medicaid, Long-term Care, Case Managment, Medicare, Small Business, Managed Care, Hospitals, Senior Services, Executive Management, Patient Advocacy, Physicians, Compassion, Independent Living, Caregiving, Case Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA
Marc Wisotsky, CFP®'s Morgan Stanley Experience October 1987 - December 2005
Job Second Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley October 1987 - December 2005
Skills
Retirement Planning, Wealth Management, Series 7, Series 63
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley October 1987 - December 2005
Skills
Retirement Planning, Wealth Management, Series 7, Series 63
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Anthony DePalma's Morgan Stanley Experience August 2010 - October 2012
Job Java Architect at Hertz
Industry Computer Software
Experience
Hertz April 2012 - Present
Morgan Stanley August 2010 - October 2012
Hertz April 2008 - August 2010
Hertz April 2007 - April 2008
Hertz April 2006 - April 2007
Skills
Spring, EJB, SQL, Servlets, JavaScript, AJAX, Java, Hibernate, Struts, SOA, JDBC, XML, Java Enterprise Edition, Agile Methodologies, JUnit, Design Patterns, Tomcat, Ant, JSP, Eclipse, Web Services, UML, Spring Framework
Education
Rutgers University 2001 — 2005
Bachelor of Science, Computer science
Hertz April 2012 - Present
Morgan Stanley August 2010 - October 2012
Hertz April 2008 - August 2010
Hertz April 2007 - April 2008
Hertz April 2006 - April 2007
Skills
Spring, EJB, SQL, Servlets, JavaScript, AJAX, Java, Hibernate, Struts, SOA, JDBC, XML, Java Enterprise Edition, Agile Methodologies, JUnit, Design Patterns, Tomcat, Ant, JSP, Eclipse, Web Services, UML, Spring Framework
Education
Rutgers University 2001 — 2005
Bachelor of Science, Computer science
John Russ's Morgan Stanley Experience February 2002 - August 2003
Job Senior Director, Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions August 2013 - Present
eClerx October 2008 - June 2013
Lehman Brothers January 2005 - September 2008
Lehman Brothers August 2003 - January 2005
Morgan Stanley February 2002 - August 2003
Skills
Capital Markets, Financial Markets, Middle Office, Structured Products, Derivatives, Business Analysis, Credit Derivatives, Fixed Income, CRM
Education
Rutgers University-New Brunswick
Broadridge Financial Solutions August 2013 - Present
eClerx October 2008 - June 2013
Lehman Brothers January 2005 - September 2008
Lehman Brothers August 2003 - January 2005
Morgan Stanley February 2002 - August 2003
Skills
Capital Markets, Financial Markets, Middle Office, Structured Products, Derivatives, Business Analysis, Credit Derivatives, Fixed Income, CRM
Education
Rutgers University-New Brunswick
Amanda Royes's Morgan Stanley Experience January 2015 - April 2015
Job Director of Human Resources at Yipit & YipitData
Industry Human Resources
Experience
YipitData April 2015 - Present
Yipit April 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley January 2014 - December 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2011 - December 2012
S&P Capital IQ December 2009 - May 2011
PepsiCo June 2010 - August 2010
Skills
Leadership, Training, Recruiting, Personnel Management, Human Resources, Talent Management, Performance Management, Employee Relations, Written & Oral..., Influence Others, Mentoring, Onboarding, College Recruiting, PeopleSoft, Microsoft Excel, Microsoft Office, Temporary Placement
Education
Rutgers University-New Brunswick 2009 — 2011
Masters, Human Resources Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor's, Psychology, Criminal Justice
YipitData April 2015 - Present
Yipit April 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley January 2014 - December 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2011 - December 2012
S&P Capital IQ December 2009 - May 2011
PepsiCo June 2010 - August 2010
Skills
Leadership, Training, Recruiting, Personnel Management, Human Resources, Talent Management, Performance Management, Employee Relations, Written & Oral..., Influence Others, Mentoring, Onboarding, College Recruiting, PeopleSoft, Microsoft Excel, Microsoft Office, Temporary Placement
Education
Rutgers University-New Brunswick 2009 — 2011
Masters, Human Resources Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor's, Psychology, Criminal Justice
Kavin Khanna's Morgan Stanley Experience June 2011 - September 2013
Job Investment Professional at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management January 2015 - Present
Emmes Asset Management September 2013 - January 2015
Morgan Stanley June 2011 - September 2013
Prudential Real Estate Investors July 2010 - May 2011
Genworth Financial May 2009 - August 2009
Smith Barney January 2009 - May 2009
Education
Rutgers University-New Brunswick 2006 — 2010
B.S., Finance
BlueMountain Capital Management January 2015 - Present
Emmes Asset Management September 2013 - January 2015
Morgan Stanley June 2011 - September 2013
Prudential Real Estate Investors July 2010 - May 2011
Genworth Financial May 2009 - August 2009
Smith Barney January 2009 - May 2009
Education
Rutgers University-New Brunswick 2006 — 2010
B.S., Finance
Andrew Christopher CRPC®'s Morgan Stanley Experience October 1999 - November 2003
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2003 - Present
Morgan Stanley October 1999 - November 2003
Prudential Financial July 1996 - October 1999
Rutgers University 1994 - 1995
Skills
Retirement Planning, Series 7, Asset Allocation, Estate Planning, Fixed Annuities, Mutual Funds, Bonds, Options, ETFs, 401k, Retirement, Stocks, 401k Rollovers, Roth IRA, 529 Plans, College Savings Plans, Stock Picking, Strategic Financial..., Fixed Income Products, Risk Management, Term Life Insurance, Profit Sharing, Simple IRA, SEP, IRA's, Refinance Transactions, Mortgage, Annuities, Whole Life, Socially Responsible..., Currency, Precious Metals, Alternative Assets, Retirement Income..., Philanthropy, Long Term Care, Insurance Planning, Charitable Giving..., Commodities, Gold, Silver, Platinum, Wealth Preservation, Non-profits, Client Service, Special Needs Planning, Home Equity Loans, Income Generation, Cash Flow Management, Fixed Income
Education
College for Financial Planning 2008 — 2008
Certificate, Chartered Retirement Planning Counselor®
The American College 2004 — 2006
Post Graduate, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Psychology
Merrill Lynch November 2003 - Present
Morgan Stanley October 1999 - November 2003
Prudential Financial July 1996 - October 1999
Rutgers University 1994 - 1995
Skills
Retirement Planning, Series 7, Asset Allocation, Estate Planning, Fixed Annuities, Mutual Funds, Bonds, Options, ETFs, 401k, Retirement, Stocks, 401k Rollovers, Roth IRA, 529 Plans, College Savings Plans, Stock Picking, Strategic Financial..., Fixed Income Products, Risk Management, Term Life Insurance, Profit Sharing, Simple IRA, SEP, IRA's, Refinance Transactions, Mortgage, Annuities, Whole Life, Socially Responsible..., Currency, Precious Metals, Alternative Assets, Retirement Income..., Philanthropy, Long Term Care, Insurance Planning, Charitable Giving..., Commodities, Gold, Silver, Platinum, Wealth Preservation, Non-profits, Client Service, Special Needs Planning, Home Equity Loans, Income Generation, Cash Flow Management, Fixed Income
Education
College for Financial Planning 2008 — 2008
Certificate, Chartered Retirement Planning Counselor®
The American College 2004 — 2006
Post Graduate, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Psychology
Amanda Lee Volk's Morgan Stanley Experience January 2006 - August 2006
Job Sales Trader at Instinet LLC
Industry Financial Services
Experience
Instinet LLC AssociateNomura SecuritiesAugust 2005 - October 2007
Morgan Stanley January 2006 - August 2006
Commerzbank AG 2003 - 2005
Skills
Electronic Trading, Equity Trading, Equities, Trading, Trading Systems, Bloomberg, Hedge Funds, Equity Derivatives, Financial Markets
Education
Rutgers University-New Brunswick 1998 — 2002
BFA, Visual Arts
Instinet LLC AssociateNomura SecuritiesAugust 2005 - October 2007
Morgan Stanley January 2006 - August 2006
Commerzbank AG 2003 - 2005
Skills
Electronic Trading, Equity Trading, Equities, Trading, Trading Systems, Bloomberg, Hedge Funds, Equity Derivatives, Financial Markets
Education
Rutgers University-New Brunswick 1998 — 2002
BFA, Visual Arts
Afryn Hudson's Morgan Stanley Experience March 2006 - July 2012
Job Project Controls Coordinator at Jacobs Telecommunications, Inc.
Industry Telecommunications
Experience
Jacobs Telecommunications, Inc. August 2012 - Present
Jacobs Telecommunications, Inc. July 2012 - August 2012
Morgan Stanley March 2006 - July 2012
Nickelodeon Online, MTV Networks January 2005 - April 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Proofreading, Copywriting
Education
Middlesex County College 2012 — 2014
Candidate for Java & Web Programming Certificate
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.A., Journalism and Media Studies, Art History
Jacobs Telecommunications, Inc. August 2012 - Present
Jacobs Telecommunications, Inc. July 2012 - August 2012
Morgan Stanley March 2006 - July 2012
Nickelodeon Online, MTV Networks January 2005 - April 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Proofreading, Copywriting
Education
Middlesex County College 2012 — 2014
Candidate for Java & Web Programming Certificate
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.A., Journalism and Media Studies, Art History
Robert Matos's Morgan Stanley Experience November 2009 - December 2012
Job Assistant Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2012 - Present
Morgan Stanley November 2009 - December 2012
Citigroup August 2005 - November 2009
Skills
Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor, Economics
Jefferies & Company December 2012 - Present
Morgan Stanley November 2009 - December 2012
Citigroup August 2005 - November 2009
Skills
Derivatives
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor, Economics
Kellie McCaffrey's Morgan Stanley Experience July 2011 - September 2013
Job
Industry Accounting
Experience
Morgan Stanley July 2011 - September 2013
Deloitte & Touche December 2010 - July 2011
Rothstein Kass October 2006 - July 2010
Philadelphia KiXX January 2008 - May 2008
Philadelphia KiXX August 2004 - May 2008
North Brunswick Township Board of Education November 2004 - October 2006
Philadelphia Barrage April 2005 - August 2006
North Brunswick Township High School June 2001 - September 2005
New Jersey Center of Dance September 2001 - June 2004
Skills
Auditing, Hedge Funds, Equities, Accounting, Valuation, Financial Statements, Derivatives, Internal Controls, US GAAP, Investments, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Accounting
Rutgers University-New Brunswick 2002 — 2002
Business Administration
North Brunswick Township High School
Morgan Stanley July 2011 - September 2013
Deloitte & Touche December 2010 - July 2011
Rothstein Kass October 2006 - July 2010
Philadelphia KiXX January 2008 - May 2008
Philadelphia KiXX August 2004 - May 2008
North Brunswick Township Board of Education November 2004 - October 2006
Philadelphia Barrage April 2005 - August 2006
North Brunswick Township High School June 2001 - September 2005
New Jersey Center of Dance September 2001 - June 2004
Skills
Auditing, Hedge Funds, Equities, Accounting, Valuation, Financial Statements, Derivatives, Internal Controls, US GAAP, Investments, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Accounting
Rutgers University-New Brunswick 2002 — 2002
Business Administration
North Brunswick Township High School
Leslie Shenkler, CFP®'s Morgan Stanley Experience October 1998 - July 2006
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS November 2012 - Present
Merrill Lynch July 2006 - November 2012
Morgan Stanley October 1998 - July 2006
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1988
Bachelor's degree, Psychology
UBS November 2012 - Present
Merrill Lynch July 2006 - November 2012
Morgan Stanley October 1998 - July 2006
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1988
Bachelor's degree, Psychology
Jeff Oyang's Morgan Stanley Experience June 2012 - May 2013
Job Email Marketing Associate at Quidsi Inc.
Industry Marketing and Advertising
Experience
Quidsi Inc. May 2013 - Present
Morgan Stanley June 2012 - May 2013
UBS June 2011 - August 2011
Lockheed Martin May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Project Management, Sourcing, Contract Management, Contract Negotiation, Ariba, Product Cost Analysis, Supplier Diversity, Vendor Management, Procurement, Microsoft Word, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (B.S.), Supply Chain and Marketing Science
Quidsi Inc. May 2013 - Present
Morgan Stanley June 2012 - May 2013
UBS June 2011 - August 2011
Lockheed Martin May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Project Management, Sourcing, Contract Management, Contract Negotiation, Ariba, Product Cost Analysis, Supplier Diversity, Vendor Management, Procurement, Microsoft Word, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (B.S.), Supply Chain and Marketing Science
Scott Nadle's Morgan Stanley Experience February 2006 - March 2007
Job Wholesaler at BlackRock
Industry Financial Services
Experience
BlackRock April 2007 - Present
Morgan Stanley February 2006 - March 2007
JPMorgan Chase 2000 - 2006
Skills
Alternative Investments, Asset Allocation, Analytics, Mutual Funds, Sales Presentations, Series 63, Series 7, Asset Management, ETFs, Equities, Financial Services, Finance, Fixed Income, Investment Management, Investment Strategies, Investments, Portfolio Management, Uniform Combined State...
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor's degree, Biology, General
BlackRock April 2007 - Present
Morgan Stanley February 2006 - March 2007
JPMorgan Chase 2000 - 2006
Skills
Alternative Investments, Asset Allocation, Analytics, Mutual Funds, Sales Presentations, Series 63, Series 7, Asset Management, ETFs, Equities, Financial Services, Finance, Fixed Income, Investment Management, Investment Strategies, Investments, Portfolio Management, Uniform Combined State...
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor's degree, Biology, General
Darlene Jacobus's Morgan Stanley Experience 1993 - 1999
Job Long Term Substitute Teacher at Source for Teachers LLC
Industry Staffing and Recruiting
Experience
Source for Teachers LLC May 2012 - Present
Kelly Services November 2010 - April 2012
Morgan Stanley 1993 - 1999
Skills
Microsoft Word, Access, Customer Service, Public Speaking, Event Planning, Data Entry, Time Management, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature/Letters
Source for Teachers LLC May 2012 - Present
Kelly Services November 2010 - April 2012
Morgan Stanley 1993 - 1999
Skills
Microsoft Word, Access, Customer Service, Public Speaking, Event Planning, Data Entry, Time Management, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bryan Dein's Morgan Stanley Experience May 1999 - July 2003
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Wachovia Securities July 2003 - January 2009
Morgan Stanley May 1999 - July 2003
Education
Rutgers University
Bachelor's degree, Finance
UBS Financial Services January 2009 - Present
Wachovia Securities July 2003 - January 2009
Morgan Stanley May 1999 - July 2003
Education
Rutgers University
Bachelor's degree, Finance
Colin Gaynor's Morgan Stanley Experience April 2006 - September 2011
Job Attorney at Ballard Spahr LLP
Industry Legal Services
Experience
Ballard Spahr LLP August 2014 - Present
Circuit Court for Baltimore County August 2013 - August 2014
T. Rowe Price August 2011 - August 2012
Morgan Stanley April 2006 - September 2011
Skills
Securities, Equities, Investments, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Derivatives, Bloomberg, Financial Analysis, Asset Management, Financial Modeling, Investment Banking, Due Diligence, Finance, Valuation
Education
University of Baltimore School of Law 2010 — 2013
J.D., Law, 3.35 GPA, cum laude
University of Baltimore 2009 — 2013
M.B.A., 3.56 GPA
Rutgers University-New Brunswick 2002 — 2006
B.A., Economics
Ballard Spahr LLP August 2014 - Present
Circuit Court for Baltimore County August 2013 - August 2014
T. Rowe Price August 2011 - August 2012
Morgan Stanley April 2006 - September 2011
Skills
Securities, Equities, Investments, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Derivatives, Bloomberg, Financial Analysis, Asset Management, Financial Modeling, Investment Banking, Due Diligence, Finance, Valuation
Education
University of Baltimore School of Law 2010 — 2013
J.D., Law, 3.35 GPA, cum laude
University of Baltimore 2009 — 2013
M.B.A., 3.56 GPA
Rutgers University-New Brunswick 2002 — 2006
B.A., Economics
Sahydi Garcia's Morgan Stanley Experience September 2013 - Present
Job Technology Project Manager
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney December 2010 - Present
Digital Sandbox June 2009 - December 2010
Morgan Stanley May 2004 - June 2009
Avaya October 2000 - February 2004
Skills
Business Development, Sourcing, Account Management, Sales, Vendor Management, Business Analysis, Risk Management, Financial Services, Process Improvement, Program Management, Disaster Recovery, Project Management
Education
Rutgers University-New Brunswick
BA, English, Criminology
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney December 2010 - Present
Digital Sandbox June 2009 - December 2010
Morgan Stanley May 2004 - June 2009
Avaya October 2000 - February 2004
Skills
Business Development, Sourcing, Account Management, Sales, Vendor Management, Business Analysis, Risk Management, Financial Services, Process Improvement, Program Management, Disaster Recovery, Project Management
Education
Rutgers University-New Brunswick
BA, English, Criminology
Anthony Viskovic's Morgan Stanley Experience November 2010 - Present
Job UHNW Lending Advisor, Vice President
Industry Financial Services
Experience
Morgan Stanley November 2010 - Present
UBS Wealth Management May 2007 - November 2010
Merrill Lynch November 2005 - May 2007
Skills
Banking, Securities, Loans, Private Banking, Wealth Management, Process Improvement, Credit, Finance, Cash Management
Education
Rutgers University-New Brunswick
Bachelors, Economics, Psychology
Morgan Stanley November 2010 - Present
UBS Wealth Management May 2007 - November 2010
Merrill Lynch November 2005 - May 2007
Skills
Banking, Securities, Loans, Private Banking, Wealth Management, Process Improvement, Credit, Finance, Cash Management
Education
Rutgers University-New Brunswick
Bachelors, Economics, Psychology
Andrew Schaeffer's Morgan Stanley Experience January 2013 - Present
Job Software Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2013 - Present
FDM Group June 2012 - Present
Skills
Scala, Java, SQL, SQL DB2, Greenplum, Teradata SQL, AngularJS, Ext JS, Bootstrap, JavaScript, Test Driven Development, Agile Methodologies, Shell Scripting
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2013 - Present
FDM Group June 2012 - Present
Skills
Scala, Java, SQL, SQL DB2, Greenplum, Teradata SQL, AngularJS, Ext JS, Bootstrap, JavaScript, Test Driven Development, Agile Methodologies, Shell Scripting
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Andrei Anghelescu's Morgan Stanley Experience October 2006 - September 2011
Job Researcher at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments October 2011 - Present
Morgan Stanley October 2006 - September 2011
Pharmacopeia July 2004 - May 2005
Rutgers University June 2002 - May 2004
Skills
C++, Python, Perl, Machine Learning, Computer Science, Quantitative Finance, Programming, Linux development, Java, Clustering, feature selection, Data Mining
Education
Rutgers University 1999 — 2012
PhD, Computer Science
Universitatea din București / University of Bucharest 1994 — 1998
BS, Mathematics/Computer Science
Colegiul National Sf. Sava 1990 — 1994
Scoala Generala Nr. 186
Two Sigma Investments October 2011 - Present
Morgan Stanley October 2006 - September 2011
Pharmacopeia July 2004 - May 2005
Rutgers University June 2002 - May 2004
Skills
C++, Python, Perl, Machine Learning, Computer Science, Quantitative Finance, Programming, Linux development, Java, Clustering, feature selection, Data Mining
Education
Rutgers University 1999 — 2012
PhD, Computer Science
Universitatea din București / University of Bucharest 1994 — 1998
BS, Mathematics/Computer Science
Colegiul National Sf. Sava 1990 — 1994
Scoala Generala Nr. 186
Toby Cheng's Morgan Stanley Experience September 2012 - April 2015
Job Business Analyst, Managed Solutions & Strategies at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Morgan Stanley September 2012 - April 2015
Morgan Stanley October 2008 - September 2012
Morgan Stanley October 2006 - April 2008
Skills
Business Requirements, SDLC, Portfolio Management, Equities, Analysis, Trading, Asset Management, Financial Advisory, Mutual Funds
Education
Rutgers University 2001 — 2005
Bachelors, Economics
J.P. Morgan April 2015 - Present
Morgan Stanley September 2012 - April 2015
Morgan Stanley October 2008 - September 2012
Morgan Stanley October 2006 - April 2008
Skills
Business Requirements, SDLC, Portfolio Management, Equities, Analysis, Trading, Asset Management, Financial Advisory, Mutual Funds
Education
Rutgers University 2001 — 2005
Bachelors, Economics
Eric Liou's Morgan Stanley Experience July 1998 - November 2002
Job Supervisory Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2003 - Present
Morgan Stanley July 1998 - November 2002
Bloomberg LP June 1991 - July 1998
Skills
Equity Research, Capital Markets, Equities, Bloomberg, Valuation, Financial Modeling, Investment Banking, Equity Valuation, Fixed Income, DCF
Education
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Science (BSc), Statistics
BMO Capital Markets August 2003 - Present
Morgan Stanley July 1998 - November 2002
Bloomberg LP June 1991 - July 1998
Skills
Equity Research, Capital Markets, Equities, Bloomberg, Valuation, Financial Modeling, Investment Banking, Equity Valuation, Fixed Income, DCF
Education
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Science (BSc), Statistics
Lester Szeto's Morgan Stanley Experience December 2014 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2014 - Present
Goldman Sachs August 2006 - December 2014
Moses & Singer LLP 2005 - 2006
Weil, Gotshal & Manges LLP 2000 - 2005
Skills
Corporate Governance, Corporate Law, Corporate Finance, Private Banking, Tailored Lending, Banking, Commercial Lending, Financial Regulation, Asset Based Lending, Cash Flow Lending, Consumer Lending, Mortgage Lending
Education
University of California, Berkeley
Doctor of Law (J.D.)
University of California, Davis
Master of Arts (M.A.), History
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), History
Morgan Stanley December 2014 - Present
Goldman Sachs August 2006 - December 2014
Moses & Singer LLP 2005 - 2006
Weil, Gotshal & Manges LLP 2000 - 2005
Skills
Corporate Governance, Corporate Law, Corporate Finance, Private Banking, Tailored Lending, Banking, Commercial Lending, Financial Regulation, Asset Based Lending, Cash Flow Lending, Consumer Lending, Mortgage Lending
Education
University of California, Berkeley
Doctor of Law (J.D.)
University of California, Davis
Master of Arts (M.A.), History
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), History
Rosanna Fishman's Morgan Stanley Experience August 2006 - February 2007
Job Executive Assistant
Industry Marketing and Advertising
Experience
GroupM July 2014 - February 2015
KCG Holdings, Inc. August 2012 - May 2014
First Advanced Care Inc June 2008 - March 2012
MLB.com Digital Academy 2010 - 2010
United Jewish Appeal Federation of New York March 2008 - May 2008
Omnicom Management Group September 2007 - November 2007
Goldman Sachs May 2007 - August 2007
Morgan Stanley August 2006 - February 2007
Skills
Office Management, Office Administration, Executive Level..., Executive..., Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Access, Recruiting, Employee Relations, Training, Administrative..., Adobe Acrobat, Fuent in Russian., Type 65+ wpm., Dictaphone, ADP Payroll, Receptionist Duties, Vendor Management, Executive Calendar..., Meeting Planning, Meeting Scheduling, Travel Planning, Travel Arrangements, Expense Reports, Expense Management, Visas, US Passport, Financial Reporting, Note Taking, Agenda Development, Screening Resumes, Resume Writing, Payroll, Coordinating Schedules, Appointment Scheduling, Planning & Scheduling, Venue Management, Venue Relations, Venue Search, Venue Scouting, Venue Dressing, Event Planning, Event Management, Management, Administrative..., Interviews, Human Resources
Education
Touro University 2004 — 2006
B.S, Business Management/ Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Political Science
Tottenville Higschool 1998 — 2002
Regents Diploma, Business
GroupM July 2014 - February 2015
KCG Holdings, Inc. August 2012 - May 2014
First Advanced Care Inc June 2008 - March 2012
MLB.com Digital Academy 2010 - 2010
United Jewish Appeal Federation of New York March 2008 - May 2008
Omnicom Management Group September 2007 - November 2007
Goldman Sachs May 2007 - August 2007
Morgan Stanley August 2006 - February 2007
Skills
Office Management, Office Administration, Executive Level..., Executive..., Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Access, Recruiting, Employee Relations, Training, Administrative..., Adobe Acrobat, Fuent in Russian., Type 65+ wpm., Dictaphone, ADP Payroll, Receptionist Duties, Vendor Management, Executive Calendar..., Meeting Planning, Meeting Scheduling, Travel Planning, Travel Arrangements, Expense Reports, Expense Management, Visas, US Passport, Financial Reporting, Note Taking, Agenda Development, Screening Resumes, Resume Writing, Payroll, Coordinating Schedules, Appointment Scheduling, Planning & Scheduling, Venue Management, Venue Relations, Venue Search, Venue Scouting, Venue Dressing, Event Planning, Event Management, Management, Administrative..., Interviews, Human Resources
Education
Touro University 2004 — 2006
B.S, Business Management/ Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Political Science
Tottenville Higschool 1998 — 2002
Regents Diploma, Business
Peter Mattson's Morgan Stanley Experience February 2001 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2001 - Present
Skills
Trading Systems, C++, Equities, Derivatives, Linux, Unix, Team Management, Capital Markets, Fixed Income, Perl, Risk Management, Business Analysis, SQL, Electronic Trading
Education
Rutgers University 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Morgan Stanley February 2001 - Present
Skills
Trading Systems, C++, Equities, Derivatives, Linux, Unix, Team Management, Capital Markets, Fixed Income, Perl, Risk Management, Business Analysis, SQL, Electronic Trading
Education
Rutgers University 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Mathieu Levi's Morgan Stanley Experience September 2013 - September 2014
Job Vice President IT Infrastructure
Industry Information Technology and Services
Experience
Enso Financial Management September 2014 - Present
Morgan Stanley September 2013 - September 2014
Morgan Stanley April 2011 - September 2013
TDAmeritrade July 2010 - April 2011
Merrill Lynch September 2009 - February 2010
Morgan Stanley May 2005 - September 2009
KBC Financial Products June 2003 - May 2005
Center for Advanced Technology and Medicine, Rutgers University June 2001 - June 2003
Skills
Linux, Perl, Bash, Unix, Red Hat Linux, Linux System..., Leadership, Team Management, TCP/IP, Systems Automation, Automation, Web Engineering, Virtualization, Networking, Unix Administration, Debian, Vendor Management, Shell Scripting, Solaris, Enterprise Architecture
Education
Rutgers University-New Brunswick
Bachelor's degree
Enso Financial Management September 2014 - Present
Morgan Stanley September 2013 - September 2014
Morgan Stanley April 2011 - September 2013
TDAmeritrade July 2010 - April 2011
Merrill Lynch September 2009 - February 2010
Morgan Stanley May 2005 - September 2009
KBC Financial Products June 2003 - May 2005
Center for Advanced Technology and Medicine, Rutgers University June 2001 - June 2003
Skills
Linux, Perl, Bash, Unix, Red Hat Linux, Linux System..., Leadership, Team Management, TCP/IP, Systems Automation, Automation, Web Engineering, Virtualization, Networking, Unix Administration, Debian, Vendor Management, Shell Scripting, Solaris, Enterprise Architecture
Education
Rutgers University-New Brunswick
Bachelor's degree
Aaron Otto's Morgan Stanley Experience August 2000 - December 2002
Job Continuing Legal Education Coordinator at Pennsylvania Bar Institute
Industry Law Practice
Experience
Robert Half December 2014 - Present
Pennsylvania Bar Institute October 2011 - March 2014
Corpuz and Archambeault July 2011 - January 2013
Robert Half Legal May 2011 - October 2011
Friends of the Children NY July 2008 - September 2009
Learning Community Charter School August 2007 - March 2008
Maidenform June 2006 - January 2007
Landman Corsi Ballaine & Ford P.C. January 2005 - January 2006
Deltagroup January 2003 - May 2004
Morgan Stanley August 2000 - December 2002
Skills
Research, Nonprofits, Event Planning, Legal Research, Public Speaking, Fundraising, Microsoft Office, Litigation, Legal Writing, Customer Service
Education
University of Phoenix 2007 — 2011
Master of Education (M.Ed.), Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
BA
Robert Half December 2014 - Present
Pennsylvania Bar Institute October 2011 - March 2014
Corpuz and Archambeault July 2011 - January 2013
Robert Half Legal May 2011 - October 2011
Friends of the Children NY July 2008 - September 2009
Learning Community Charter School August 2007 - March 2008
Maidenform June 2006 - January 2007
Landman Corsi Ballaine & Ford P.C. January 2005 - January 2006
Deltagroup January 2003 - May 2004
Morgan Stanley August 2000 - December 2002
Skills
Research, Nonprofits, Event Planning, Legal Research, Public Speaking, Fundraising, Microsoft Office, Litigation, Legal Writing, Customer Service
Education
University of Phoenix 2007 — 2011
Master of Education (M.Ed.), Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
BA
Raymond Decker's Morgan Stanley Experience April 2002 - September 2005
Job Managing Director, Head of Institutional Defined Contribution Client Service at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Simmee Crystian's Morgan Stanley Experience February 2015 - Present
Job Technology & Information Risk
Industry Banking
Experience
Morgan Stanley February 2015 - Present
Bank of Tokyo Mitsubishi UFJ October 2012 - Present
Computer Tech Associates November 2010 - October 2012
Deutsche Bank September 2006 - November 2010
Skills
Business Continuity, ISO 27001, IT Audit, Information Security, Information Security..., PCI DSS, Risk Assessment, Risk Management, CISSP, Security Awareness, Vulnerability Management, CISA, Vulnerability Assessment, CISM, Security Audits, Information Technology, SDLC, Disaster Recovery, Security, Vendor Management, ITIL, Business Analysis
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Information Technology & Criminal Justice
Morgan Stanley February 2015 - Present
Bank of Tokyo Mitsubishi UFJ October 2012 - Present
Computer Tech Associates November 2010 - October 2012
Deutsche Bank September 2006 - November 2010
Skills
Business Continuity, ISO 27001, IT Audit, Information Security, Information Security..., PCI DSS, Risk Assessment, Risk Management, CISSP, Security Awareness, Vulnerability Management, CISA, Vulnerability Assessment, CISM, Security Audits, Information Technology, SDLC, Disaster Recovery, Security, Vendor Management, ITIL, Business Analysis
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Information Technology & Criminal Justice
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS