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
Scott Butters Scott Butters's Morgan Stanley Experience November 2005 - May 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Scott Butters Legal Expert Witness May 2012 - Present
S.A. Butters Financial Planning September 2009 - October 2014
Wells Fargo Advisors May 2006 - September 2009
Morgan Stanley November 2005 - May 2006
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Westwood high school 1988 — 1992
Degree, Sanskrit and Classical Indian Languages, Literatures, and Linguistics
Ameriprise Financial Services, Inc. October 2014 - Present
Scott Butters Legal Expert Witness May 2012 - Present
S.A. Butters Financial Planning September 2009 - October 2014
Wells Fargo Advisors May 2006 - September 2009
Morgan Stanley November 2005 - May 2006
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Westwood high school 1988 — 1992
Degree, Sanskrit and Classical Indian Languages, Literatures, and Linguistics
Brian J. Dwyer Brian J. Dwyer's Morgan Stanley Experience 2006 - 2007
Job Principal at CMF Associates
Industry Venture Capital & Private Equity
Experience
CMF Associates January 2014 - Present
Element Partners November 2009 - November 2013
CMF Associates August 2007 - November 2009
Morgan Stanley 2006 - 2007
Education
Villanova University 2013 — 2015
Executive MBA - Villanova School of Business
Saint Joseph's University - Erivan K. Haub School of Business
B.S. in International Business, Economics and Italian
The American University of Rome
International Business and Economics, International Business/Trade/Commerce
CMF Associates January 2014 - Present
Element Partners November 2009 - November 2013
CMF Associates August 2007 - November 2009
Morgan Stanley 2006 - 2007
Education
Villanova University 2013 — 2015
Executive MBA - Villanova School of Business
Saint Joseph's University - Erivan K. Haub School of Business
B.S. in International Business, Economics and Italian
The American University of Rome
International Business and Economics, International Business/Trade/Commerce
Matthew Giordano's Morgan Stanley Experience January 2009 - February 2013
Job Relationship Manager Commercial Real Estate at M&T Bank
Industry Commercial Real Estate
Experience
M&T Bank February 2013 - Present
M&T Bank February 2013 - June 2013
Morgan Stanley January 2009 - February 2013
JPMorgan Chase May 2007 - July 2008
Skills
Finance, Financial Analysis, Investments, Credit, Accounting, Cash Flow, Analysis, Mutual Funds, Hedge Funds, Leadership, Valuation, Asset Management, Risk Management, Loans, Relationship Management, Credit Analysis, Banking, Management, Equities
Education
Sacred Heart University 2010 — 2012
Master of Business Administration (MBA), Finance
Sacred Heart University 2004 — 2007
Bachelor of Science (BS), History / Global Studies
M&T Bank February 2013 - Present
M&T Bank February 2013 - June 2013
Morgan Stanley January 2009 - February 2013
JPMorgan Chase May 2007 - July 2008
Skills
Finance, Financial Analysis, Investments, Credit, Accounting, Cash Flow, Analysis, Mutual Funds, Hedge Funds, Leadership, Valuation, Asset Management, Risk Management, Loans, Relationship Management, Credit Analysis, Banking, Management, Equities
Education
Sacred Heart University 2010 — 2012
Master of Business Administration (MBA), Finance
Sacred Heart University 2004 — 2007
Bachelor of Science (BS), History / Global Studies
Nancy (Donnelly) Rutecki's Morgan Stanley Experience 1997 - Present
Job Managing Director, Human Resources at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley 1997 - Present
Morgan Stanley 1989 - 1996
Deloitte 1986 - 1989
Education
Saint Bonaventure University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Sacred Heart
Morgan Stanley 1997 - Present
Morgan Stanley 1989 - 1996
Deloitte 1986 - 1989
Education
Saint Bonaventure University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Sacred Heart
Sherman Ephraim's Morgan Stanley Experience January 2008 - February 2010
Job Wealth Advisor at AST Personal Wealth Solutions, LLC
Industry Investment Management
Experience
Hold Brothers Capital, LLC November 2012 - June 2013
Kaufman Bros. February 2010 - January 2012
Morgan Stanley January 2008 - February 2010
AXA Advisors January 2005 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning
Education
ST BONAVENTURE UNIVERSITY 1994 — 1999
BS, BIOLOGY
Hold Brothers Capital, LLC November 2012 - June 2013
Kaufman Bros. February 2010 - January 2012
Morgan Stanley January 2008 - February 2010
AXA Advisors January 2005 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning
Education
ST BONAVENTURE UNIVERSITY 1994 — 1999
BS, BIOLOGY
Nick Mariella's Morgan Stanley Experience July 2012 - December 2012
Job Managing Member at Nicola Enterprises, Inc.
Industry Restaurants
Experience
Nicola Enterprises, Inc. January 2009 - Present
ING Financial Partners January 2014 - May 2014
Hennion & Walsh July 2013 - August 2013
Morgan Stanley July 2012 - December 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Investment Banking, Derivatives, Risk Management, Hedge Funds, Asset Management, Private Equity, Economics, Financial Risk, Microsoft Excel
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Economics
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Depaul Catholic High School 2007 — 2011
Nicola Enterprises, Inc. January 2009 - Present
ING Financial Partners January 2014 - May 2014
Hennion & Walsh July 2013 - August 2013
Morgan Stanley July 2012 - December 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Investment Banking, Derivatives, Risk Management, Hedge Funds, Asset Management, Private Equity, Economics, Financial Risk, Microsoft Excel
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Economics
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Depaul Catholic High School 2007 — 2011
John Neal, CFP®, CRPS®'s Morgan Stanley Experience April 2010 - October 2011
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
UBS Wealth Management October 2011 - June 2013
UBS Wealth Management January 2001 - March 2012
Idea Evolver May 2011 - December 2011
Morgan Stanley April 2010 - October 2011
Morgan Stanley June 2006 - April 2010
Morgan Stanley February 2005 - May 2006
Skills
Retirement Planning, Financial Planning, Retirement, Financial Advisory, Finance, Wealth Management..., Wealth, Management, Training, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Alternative Investments, Investments, Fixed Income, Wealth Management, Hedge Funds, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business
BS, Finance
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
UBS Wealth Management October 2011 - June 2013
UBS Wealth Management January 2001 - March 2012
Idea Evolver May 2011 - December 2011
Morgan Stanley April 2010 - October 2011
Morgan Stanley June 2006 - April 2010
Morgan Stanley February 2005 - May 2006
Skills
Retirement Planning, Financial Planning, Retirement, Financial Advisory, Finance, Wealth Management..., Wealth, Management, Training, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Alternative Investments, Investments, Fixed Income, Wealth Management, Hedge Funds, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business
BS, Finance
Paul Yarnall Paul Yarnall's Morgan Stanley Experience January 2011 - December 2011
Job Financial Analyst, MBA
Industry Financial Services
Experience
Fannie Mae October 2013 - Present
General Dynamics Information Technology December 2011 - October 2013
Morgan Stanley January 2011 - December 2011
Morgan Stanley June 2008 - January 2011
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Oracle Applications, Customer Service, Entrepreneurship, Financial Modeling, Leadership, Financial Risk, Forecasting, Finance, Analysis
Education
The George Washington University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2004 — 2008
Bachelors of Science, Criminal Justice
South River 2000 — 2004
Fannie Mae October 2013 - Present
General Dynamics Information Technology December 2011 - October 2013
Morgan Stanley January 2011 - December 2011
Morgan Stanley June 2008 - January 2011
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Oracle Applications, Customer Service, Entrepreneurship, Financial Modeling, Leadership, Financial Risk, Forecasting, Finance, Analysis
Education
The George Washington University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2004 — 2008
Bachelors of Science, Criminal Justice
South River 2000 — 2004
Kathryn Bobb Kathryn Bobb's Morgan Stanley Experience 2000 - 2010
Job Direct Energy: Work with Brokers by focusing on Commercial and Indust customers to help them reduce their energy costs.
Industry Oil & Energy
Experience
Direct Energy 2012 - Present
Morgan Stanley 2000 - 2010
Skills
Customer Service, Salesforce.com, Account Management, Sales, Cold Calling, Energy Industry, Management, Pricing, Sales Management, Sales Operations, Contract Negotiation, Direct Sales
Education
St. Joseph's University 1981 — 1985
Bachelor of Science, Psychology and Sociology
Direct Energy 2012 - Present
Morgan Stanley 2000 - 2010
Skills
Customer Service, Salesforce.com, Account Management, Sales, Cold Calling, Energy Industry, Management, Pricing, Sales Management, Sales Operations, Contract Negotiation, Direct Sales
Education
St. Joseph's University 1981 — 1985
Bachelor of Science, Psychology and Sociology
Brian Picard Brian Picard's Morgan Stanley Experience December 2001 - September 2003
Job Field Sales Representative at TAMKO
Industry Construction
Experience
TAMKO June 2014 - Present
Sunset Modular January 2011 - Present
Sunset Modular 2011 - Present
Morgan Stanley December 2001 - September 2003
GE Capital January 2001 - December 2001
PCNET April 1998 - July 2000
Skills
Servers, Sales, Laptops, Cold Calling, Business Development, Insurance, Microsoft Excel, Marketing, Management, Sales Management, Customer Service, Microsoft Office
Education
Sacred Heart University 1991 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Farmington High School
TAMKO June 2014 - Present
Sunset Modular January 2011 - Present
Sunset Modular 2011 - Present
Morgan Stanley December 2001 - September 2003
GE Capital January 2001 - December 2001
PCNET April 1998 - July 2000
Skills
Servers, Sales, Laptops, Cold Calling, Business Development, Insurance, Microsoft Excel, Marketing, Management, Sales Management, Customer Service, Microsoft Office
Education
Sacred Heart University 1991 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Farmington High School
Chris Colton Chris Colton's Morgan Stanley Experience December 2001 - December 2002
Job Railroad Union Group Benefits Advisor / Insurance Agent for Commercial Insurance and Home & Auto Insurance
Industry Insurance
Experience
Cornerstone Assurance Group October 2012 - Present
GIS Cornerstone October 2012 - Present
Elite DJs 2006 - Present
SNI Companies November 2011 - June 2012
Wonderlic, Inc. April 2009 - August 2011
Ajilon Finance - Deerfield 2006 - 2009
Fifth Third Bank - Lake Forest 2004 - 2006
Mortgage Lenders Network 2002 - 2004
Morgan Stanley December 2001 - December 2002
Merrill Lynch December 1997 - November 2001
Skills
Property & Casualty..., Insurance, Cold Calling, Automobile Liability, Health Insurance, General Insurance, Personal Lines Auto, Commercial Insurance, Term Life Insurance, Life Insurance, Investments, Disability Insurance, Customer Service, Human Resources, Benefits Administration, Financial Services, Sales, Marketing, Leadership, Small Business, Wedding DJ, Relationship Management, Account Management, Strategic Planning, Building Relationships, Customer Retention, Retirement Planning, Business Networking, Workers Compensation, Railroad, Transportation, Locomotive, CRM, Employee Benefits, Talent Management, Finance, Temporary Placement
Education
Saint Joseph's University 1994 — 1998
BS, Finance
Council Rock HS
Cornerstone Assurance Group October 2012 - Present
GIS Cornerstone October 2012 - Present
Elite DJs 2006 - Present
SNI Companies November 2011 - June 2012
Wonderlic, Inc. April 2009 - August 2011
Ajilon Finance - Deerfield 2006 - 2009
Fifth Third Bank - Lake Forest 2004 - 2006
Mortgage Lenders Network 2002 - 2004
Morgan Stanley December 2001 - December 2002
Merrill Lynch December 1997 - November 2001
Skills
Property & Casualty..., Insurance, Cold Calling, Automobile Liability, Health Insurance, General Insurance, Personal Lines Auto, Commercial Insurance, Term Life Insurance, Life Insurance, Investments, Disability Insurance, Customer Service, Human Resources, Benefits Administration, Financial Services, Sales, Marketing, Leadership, Small Business, Wedding DJ, Relationship Management, Account Management, Strategic Planning, Building Relationships, Customer Retention, Retirement Planning, Business Networking, Workers Compensation, Railroad, Transportation, Locomotive, CRM, Employee Benefits, Talent Management, Finance, Temporary Placement
Education
Saint Joseph's University 1994 — 1998
BS, Finance
Council Rock HS
Rene Madden Rene Madden's Morgan Stanley Experience September 2011 - August 2012
Job Executive Director Head of Client Account Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
Joe Conneely's Morgan Stanley Experience March 2003 - August 2005
Job at Unitil Service Corp.
Industry Utilities
Experience
Unitil Service Corp. January 2009 - Present
RBS Sempra Commodities LLC August 2005 - August 2008
Morgan Stanley March 2003 - August 2005
Shell Power and Gas Trading September 2001 - March 2003
Skills
Trading, Hedging, Commodity Markets, Swaps, Commodity, Energy Markets, Financial Modeling, Derivatives, Portfolio Management, Risk Management, Asset Managment, Energy, Natural Gas, Options, Proprietary Trading, Trading Systems, Commodity Risk..., Market Risk, Trading Strategies
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Saint Anselm College 1995 — 1999
Unitil Service Corp. January 2009 - Present
RBS Sempra Commodities LLC August 2005 - August 2008
Morgan Stanley March 2003 - August 2005
Shell Power and Gas Trading September 2001 - March 2003
Skills
Trading, Hedging, Commodity Markets, Swaps, Commodity, Energy Markets, Financial Modeling, Derivatives, Portfolio Management, Risk Management, Asset Managment, Energy, Natural Gas, Options, Proprietary Trading, Trading Systems, Commodity Risk..., Market Risk, Trading Strategies
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Saint Anselm College 1995 — 1999
Susan Masiclat's Morgan Stanley Experience September 1988 - March 2005
Job Administrative Assistant
Industry Defense & Space
Experience
BAE Systems May 2015 - Present
Parent Child Development Corp August 2013 - May 2015
Parent Child Development Corp. (PCDC) June 2009 - August 2013
Chesapeake Investment Group 2005 - 2007
Morgan Stanley September 1988 - March 2005
Skills
Administrative Support, Administration, Customer Service, Word, Outlook, Microsoft Office, Telephone Skills, Event Planning, Office Management, Research, Fax, Time Management, Event Management, Customer Relations, Organizational Skills, Problem Solving, Human Resources, Payroll, Employee Training, Employee Relations, Microsoft Word, Administrative..., System Administration, Office Administration, Confidentiality, Organizational Structure, Data Entry, File Management, Administrative Work, Spreadsheets, New Hire Orientations, Recruiting, Microsoft Excel, Calendaring, PeopleSoft, PowerPoint, Onboarding, Benefits Administration, Travel Arrangements, Calendars, Training, Public Speaking, Process Scheduler, Executive Support, Management, Accounts Payable, Accounts Receivable, Coordination, Expense Reports, Invoicing
Education
Saint Leo University 2003 — 2009
Bachelor's degree, Human Resources Management
St. Leo University 2003 — 2009
BA, Human Resources
BAE Systems May 2015 - Present
Parent Child Development Corp August 2013 - May 2015
Parent Child Development Corp. (PCDC) June 2009 - August 2013
Chesapeake Investment Group 2005 - 2007
Morgan Stanley September 1988 - March 2005
Skills
Administrative Support, Administration, Customer Service, Word, Outlook, Microsoft Office, Telephone Skills, Event Planning, Office Management, Research, Fax, Time Management, Event Management, Customer Relations, Organizational Skills, Problem Solving, Human Resources, Payroll, Employee Training, Employee Relations, Microsoft Word, Administrative..., System Administration, Office Administration, Confidentiality, Organizational Structure, Data Entry, File Management, Administrative Work, Spreadsheets, New Hire Orientations, Recruiting, Microsoft Excel, Calendaring, PeopleSoft, PowerPoint, Onboarding, Benefits Administration, Travel Arrangements, Calendars, Training, Public Speaking, Process Scheduler, Executive Support, Management, Accounts Payable, Accounts Receivable, Coordination, Expense Reports, Invoicing
Education
Saint Leo University 2003 — 2009
Bachelor's degree, Human Resources Management
St. Leo University 2003 — 2009
BA, Human Resources
Cory Hall's Morgan Stanley Experience June 2012 - July 2014
Job Credit Derivative Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
General Growth Properties June 2010 - January 2011
Raymond James June 2009 - September 2009
Skills
Fixed Income, Finance, Investments, Equities, Microsoft Excel, Financial Modeling, Economics, Financial Analysis, Derivatives, Financial Reporting, Investment Banking, Portfolio Management, Foreign Exchange, Client Relations Skills, Bank Reconciliation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
BS, Finance
Archbishop Spalding High School 2004 — 2008
High School Diploma
Goldman Sachs July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
General Growth Properties June 2010 - January 2011
Raymond James June 2009 - September 2009
Skills
Fixed Income, Finance, Investments, Equities, Microsoft Excel, Financial Modeling, Economics, Financial Analysis, Derivatives, Financial Reporting, Investment Banking, Portfolio Management, Foreign Exchange, Client Relations Skills, Bank Reconciliation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
BS, Finance
Archbishop Spalding High School 2004 — 2008
High School Diploma
Elaine Lloyd's Morgan Stanley Experience 1988 - 1996
Job Managing Director at Risk Premium Investment Management Company, LLC
Industry Financial Services
Experience
Risk Premium Investment Management Company, LLC June 2014 - Present
Axiom Investment Advisors LLC February 2011 - August 2013
Deutsche Bank 1996 - 2009
Morgan Stanley 1988 - 1996
Skills
Hedge Funds, Alternative Investments, Marketing, Equities, Fund Of Funds, Fixed Income, Capital Markets, Asset Management, Investments, Trading, Derivatives, Portfolio Management, Management, Financial Markets, Investment Strategies, Commodity, Private Equity, Investor Relations, Bloomberg, Emerging Markets, Structured Products, Mutual Funds, Investment Management, Currency, Foreign Exchange, Investment Banking, Asset Allocation, FX Options, Institutional..., Financial Services, Risk Management, Relationship Management, FX trading, Securities, Options, Finance, Equity Research, Due Diligence, Trading Systems, Venture Capital, Investment Advisory, Bonds, Strategy, Funding, Financial Risk, Interest Rate..., Wealth Management, Electronic Trading, Hedging, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1980 — 1990
mba
Saint Anselm College 1976 — 1980
Bachelor of Arts (B.A.)
Risk Premium Investment Management Company, LLC June 2014 - Present
Axiom Investment Advisors LLC February 2011 - August 2013
Deutsche Bank 1996 - 2009
Morgan Stanley 1988 - 1996
Skills
Hedge Funds, Alternative Investments, Marketing, Equities, Fund Of Funds, Fixed Income, Capital Markets, Asset Management, Investments, Trading, Derivatives, Portfolio Management, Management, Financial Markets, Investment Strategies, Commodity, Private Equity, Investor Relations, Bloomberg, Emerging Markets, Structured Products, Mutual Funds, Investment Management, Currency, Foreign Exchange, Investment Banking, Asset Allocation, FX Options, Institutional..., Financial Services, Risk Management, Relationship Management, FX trading, Securities, Options, Finance, Equity Research, Due Diligence, Trading Systems, Venture Capital, Investment Advisory, Bonds, Strategy, Funding, Financial Risk, Interest Rate..., Wealth Management, Electronic Trading, Hedging, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1980 — 1990
mba
Saint Anselm College 1976 — 1980
Bachelor of Arts (B.A.)
Joseph A Carretta Joseph A Carretta's Morgan Stanley Experience September 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
SunAmerica February 2008 - September 2014
Prudential Financial March 2006 - February 2008
Allstate Financial 2004 - 2006
Morgan Stanley October 1994 - January 2004
Skills
Series 63, Mutual Funds, Series 6, Retirement, Retirement Planning, Asset Allocation, Securities, Investments, Investment Strategies, Asset Managment, Financial Services, Variable Annuities, Territory Management, Fixed Annuities, Continuing Education..., Insurance, Asset Management, FINRA, Estate Planning, Investment Management, Long-term Care, Sales Force Development, Series 7, Uniform Combined State...
Education
Saint Bonaventure University 1983 — 1987
BS, Economics
Morgan Stanley September 2014 - Present
SunAmerica February 2008 - September 2014
Prudential Financial March 2006 - February 2008
Allstate Financial 2004 - 2006
Morgan Stanley October 1994 - January 2004
Skills
Series 63, Mutual Funds, Series 6, Retirement, Retirement Planning, Asset Allocation, Securities, Investments, Investment Strategies, Asset Managment, Financial Services, Variable Annuities, Territory Management, Fixed Annuities, Continuing Education..., Insurance, Asset Management, FINRA, Estate Planning, Investment Management, Long-term Care, Sales Force Development, Series 7, Uniform Combined State...
Education
Saint Bonaventure University 1983 — 1987
BS, Economics
Brian Testa Brian Testa's Morgan Stanley Experience August 2011 - January 2012
Job Associate Buyer at UTC Aerospace Systems
Industry Aviation & Aerospace
Experience
UTC Aerospace Systems October 2014 - Present
Johnson & Johnson January 2013 - June 2013
Morgan Stanley August 2011 - January 2012
Skills
Marketing, PowerPoint, Microsoft Excel, Management, Outlook, Facebook, Microsoft Word, Microsoft Office, Editing, Sales, Cross-functional..., Consumer Products, IRI Xlerate, Leadership, Communication, Research, Marketing Strategy
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science (B.S.), Majoring in Marketing and Economics
Montgomery High School 2006 — 2010
UTC Aerospace Systems October 2014 - Present
Johnson & Johnson January 2013 - June 2013
Morgan Stanley August 2011 - January 2012
Skills
Marketing, PowerPoint, Microsoft Excel, Management, Outlook, Facebook, Microsoft Word, Microsoft Office, Editing, Sales, Cross-functional..., Consumer Products, IRI Xlerate, Leadership, Communication, Research, Marketing Strategy
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science (B.S.), Majoring in Marketing and Economics
Montgomery High School 2006 — 2010
Chad Baggott Chad Baggott's Morgan Stanley Experience August 2008 - August 2010
Job Gaming/Finance at SugarHouse Casino
Industry Gambling & Casinos
Experience
SugarHouse Casino June 2013 - Present
Wells Fargo Inc August 2010 - April 2011
Wachovia, A Wells Fargo Company 2010 - 2011
Morgan Stanley August 2008 - August 2010
Pinnacle Energy October 2009 - July 2010
Morgan Stanley, Inc March 2008 - September 2008
Merrill Lynch November 2006 - May 2008
Merrill Lynch, Inc June 2007 - March 2008
New York Stock Exchange June 2005 - October 2006
New York Stock Exchange - Floor Clerk – S.M.F., Inc, Midwood Securities August 2005 - June 2006
Skills
Financial Analysis, Portfolio Management, Training, Equities, Consumer Lending, Business Planning, Financial Services, Sales Operations, Investment Banking, New Business Development, Financial Advisory, Trading, 401k, Finance, Mortgage Lending, Management, Recruiting, CRM, Customer Service, ETFs, Sales, Loans, Securities, Customer Retention
Education
Saint Joseph's University 2001 — 2005
Bachelor of Arts (BA), Finance and Financial Management Services
St. Joseph’s University 2001 — 2005
Bachelors of Finance, Finance
St. Joseph’s University Co 2001 — 2005
BS, Finance
SugarHouse Casino June 2013 - Present
Wells Fargo Inc August 2010 - April 2011
Wachovia, A Wells Fargo Company 2010 - 2011
Morgan Stanley August 2008 - August 2010
Pinnacle Energy October 2009 - July 2010
Morgan Stanley, Inc March 2008 - September 2008
Merrill Lynch November 2006 - May 2008
Merrill Lynch, Inc June 2007 - March 2008
New York Stock Exchange June 2005 - October 2006
New York Stock Exchange - Floor Clerk – S.M.F., Inc, Midwood Securities August 2005 - June 2006
Skills
Financial Analysis, Portfolio Management, Training, Equities, Consumer Lending, Business Planning, Financial Services, Sales Operations, Investment Banking, New Business Development, Financial Advisory, Trading, 401k, Finance, Mortgage Lending, Management, Recruiting, CRM, Customer Service, ETFs, Sales, Loans, Securities, Customer Retention
Education
Saint Joseph's University 2001 — 2005
Bachelor of Arts (BA), Finance and Financial Management Services
St. Joseph’s University 2001 — 2005
Bachelors of Finance, Finance
St. Joseph’s University Co 2001 — 2005
BS, Finance
Anthony Snaith Anthony Snaith's Morgan Stanley Experience 1993 - 2001
Job Assistant Vice President/Investments
Industry Financial Services
Experience
Janney Montgomery Scott 2001 - Present
Morgan Stanley 1993 - 2001
Skills
Team Building, Investments, Financial Analysis, Finance, Banking, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Modeling, Risk Management, Asset Management, Insurance
Education
Saint Joseph's University
Bachelor's degree, Finance
U. S. Army Noncommissioned Officer Academy
Primary Leadership Development Course
Janney Montgomery Scott 2001 - Present
Morgan Stanley 1993 - 2001
Skills
Team Building, Investments, Financial Analysis, Finance, Banking, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Modeling, Risk Management, Asset Management, Insurance
Education
Saint Joseph's University
Bachelor's degree, Finance
U. S. Army Noncommissioned Officer Academy
Primary Leadership Development Course
Todd Cerami Todd Cerami's Morgan Stanley Experience October 1996 - September 1999
Job Proprietor, Fine Accoutrements
Industry Consumer Goods
Experience
Fine Accoutrements October 2013 - Present
Efficient Financial October 2013 - December 2014
QCI Asset Management January 2005 - September 2013
Charles Schwab September 1999 - December 2004
Morgan Stanley October 1996 - September 1999
Skills
Retirement Plan..., 401k, Retirement Planning, Investments, Retirement, Investment Advisory, Mutual Funds
Education
State University of New York College at Oswego 1994 — 1996
BS, Business Administration
Saint Joseph's University 1991 — 1992
Marketing
McQuaid Jesuit HS 1989 — 1991
Fine Accoutrements October 2013 - Present
Efficient Financial October 2013 - December 2014
QCI Asset Management January 2005 - September 2013
Charles Schwab September 1999 - December 2004
Morgan Stanley October 1996 - September 1999
Skills
Retirement Plan..., 401k, Retirement Planning, Investments, Retirement, Investment Advisory, Mutual Funds
Education
State University of New York College at Oswego 1994 — 1996
BS, Business Administration
Saint Joseph's University 1991 — 1992
Marketing
McQuaid Jesuit HS 1989 — 1991
Joe Brigida's Morgan Stanley Experience December 2006 - September 2014
Job Vice President at Convergex
Industry Financial Services
Experience
Convergex September 2014 - Present
Morgan Stanley December 2006 - September 2014
Morgan Stanley June 2004 - November 2006
Gershon, Pierce August 2001 - June 2004
Professional Golfers Association (PGA) – New Jersey Section March 2000 - July 2001
Skills
Listed Options, Margin, Client Service, Series 7, Options, Equities, Derivatives, Equity Derivatives, Settlement, Securities, Settlements, Middle Office, Management, Financial Services, Risk Management, Client Services, Credit Derivatives, Hedge Funds, Investments, Bloomberg, Asset Management, Portfolio Management, Trading, Market Risk, Fixed Income, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
BA, Accounting
Seton Hall Preparatory School 1991 — 1995
Assumption School
Assumption School
Convergex September 2014 - Present
Morgan Stanley December 2006 - September 2014
Morgan Stanley June 2004 - November 2006
Gershon, Pierce August 2001 - June 2004
Professional Golfers Association (PGA) – New Jersey Section March 2000 - July 2001
Skills
Listed Options, Margin, Client Service, Series 7, Options, Equities, Derivatives, Equity Derivatives, Settlement, Securities, Settlements, Middle Office, Management, Financial Services, Risk Management, Client Services, Credit Derivatives, Hedge Funds, Investments, Bloomberg, Asset Management, Portfolio Management, Trading, Market Risk, Fixed Income, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
BA, Accounting
Seton Hall Preparatory School 1991 — 1995
Assumption School
Assumption School
Nathan Walter Nathan Walter's Morgan Stanley Experience December 2011 - January 2015
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management February 2015 - Present
Morgan Stanley December 2011 - January 2015
Morgan Stanley July 2010 - December 2011
MetLife Financial Services June 2008 - June 2010
Morgan Stanley June 2009 - August 2009
Education
Saint Joseph's University 2006 — 2010
Bachelor's Degree, Finance, General
Morgan Stanley Private Wealth Management February 2015 - Present
Morgan Stanley December 2011 - January 2015
Morgan Stanley July 2010 - December 2011
MetLife Financial Services June 2008 - June 2010
Morgan Stanley June 2009 - August 2009
Education
Saint Joseph's University 2006 — 2010
Bachelor's Degree, Finance, General
Ann Marie Atchison Ann Marie Atchison's Morgan Stanley Experience September 2000 - November 2008
Job Sr. Reg. Client Service Assoc at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Morgan Stanley September 2000 - November 2008
First Investors Corporation July 1999 - September 2000
Education
Saint Leo University 2004 — 2006
Masters, Business Administration
University of South Florida - College of Business Administration 1995 — 1999
BS, Marketing
UBS Financial Services November 2008 - Present
Morgan Stanley September 2000 - November 2008
First Investors Corporation July 1999 - September 2000
Education
Saint Leo University 2004 — 2006
Masters, Business Administration
University of South Florida - College of Business Administration 1995 — 1999
BS, Marketing
Brendan G Burns, CFA's Morgan Stanley Experience October 2003 - February 2004
Job Vice President at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2014 - Present
T. Rowe Price January 2011 - July 2014
T. Rowe Price March 2008 - December 2010
T. Rowe Price July 2006 - February 2008
T. Rowe Price January 2005 - July 2006
Euler Hermes ACI April 2004 - January 2005
Morgan Stanley October 2003 - February 2004
Skills
Financial Analysis, Portfolio Management, Business Development, Retirement Planning, Investments, Mutual Funds, Finance, Investment Strategies, Market Research
Education
Loyola University Maryland 2007 — 2008
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
B.S., Finance, Economics
University College Cork 2001 — 2001
Ireland International Study - Archeology
The Boys' Latin School of Maryland 1995 — 1999
T. Rowe Price July 2014 - Present
T. Rowe Price January 2011 - July 2014
T. Rowe Price March 2008 - December 2010
T. Rowe Price July 2006 - February 2008
T. Rowe Price January 2005 - July 2006
Euler Hermes ACI April 2004 - January 2005
Morgan Stanley October 2003 - February 2004
Skills
Financial Analysis, Portfolio Management, Business Development, Retirement Planning, Investments, Mutual Funds, Finance, Investment Strategies, Market Research
Education
Loyola University Maryland 2007 — 2008
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
B.S., Finance, Economics
University College Cork 2001 — 2001
Ireland International Study - Archeology
The Boys' Latin School of Maryland 1995 — 1999
Stephen C Christopher's Morgan Stanley Experience January 2011 - June 2011
Job Business Category Associate at General Mills
Industry Marketing and Advertising
Experience
General Mills January 2015 - Present
General Mills August 2013 - January 2015
General Mills August 2012 - August 2013
Cooper's Ferry Partnership September 2009 - July 2012
The Agency Inside Harte-Hanks July 2011 - August 2011
Morgan Stanley January 2011 - June 2011
Panera Bread January 2008 - May 2009
Skills
Project Management, Social Media Marketing, Retail Financial..., Social Media, PowerPoint, Microsoft Excel, Event Management, Microsoft Office, Event Planning, Customer Service, Microsoft Word, Facebook, Marketing, Community Outreach, Data Analysis, Access, Non-profits, Public Speaking, Team Leadership, Strategic Planning, Marketing Communications, Public Relations, Online Advertising
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science, Business Administration; Marketing (Advertising and Promotions)
General Mills January 2015 - Present
General Mills August 2013 - January 2015
General Mills August 2012 - August 2013
Cooper's Ferry Partnership September 2009 - July 2012
The Agency Inside Harte-Hanks July 2011 - August 2011
Morgan Stanley January 2011 - June 2011
Panera Bread January 2008 - May 2009
Skills
Project Management, Social Media Marketing, Retail Financial..., Social Media, PowerPoint, Microsoft Excel, Event Management, Microsoft Office, Event Planning, Customer Service, Microsoft Word, Facebook, Marketing, Community Outreach, Data Analysis, Access, Non-profits, Public Speaking, Team Leadership, Strategic Planning, Marketing Communications, Public Relations, Online Advertising
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science, Business Administration; Marketing (Advertising and Promotions)
Vince Crimaldi's Morgan Stanley Experience March 2007 - February 2010
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2007 - Present
Morgan Stanley March 2007 - February 2010
UBS Wealth Management January 2006 - March 2007
Merrill Lynch July 1981 - December 2004
Skills
Risk Management, Compliance, Securities, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investments, Equities, FINRA, Mutual Funds, Asset Management, Banking, Financial Services, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Advisory, Derivatives, Bonds, Investment Banking, Options, Investment Management, Trading, Financial Markets, Financial Risk, Financial Planning
Education
Saint Joseph's University 1978 — 1983
Accounting
Morgan Stanley Smith Barney March 2007 - Present
Morgan Stanley March 2007 - February 2010
UBS Wealth Management January 2006 - March 2007
Merrill Lynch July 1981 - December 2004
Skills
Risk Management, Compliance, Securities, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investments, Equities, FINRA, Mutual Funds, Asset Management, Banking, Financial Services, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Advisory, Derivatives, Bonds, Investment Banking, Options, Investment Management, Trading, Financial Markets, Financial Risk, Financial Planning
Education
Saint Joseph's University 1978 — 1983
Accounting
Despina Yiannoulis Despina Yiannoulis's Morgan Stanley Experience January 2015 - March 2015
Job Recruiting at Bridgewater Associates
Industry Investment Management
Experience
Morgan Stanley January 2015 - March 2015
Morgan Stanley April 2014 - March 2015
Bridgewater Associates November 2013 - April 2014
Bridgewater Associates October 2012 - December 2013
Bridgewater Associates March 2011 - October 2012
Bridgeport Public Schools January 2010 - December 2010
Skills
Customer Service, Employee Benefits, Government, Human Resources, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Project Planning, Social Media, Staff Development, Interviews
Education
Sacred Heart University 2009 — 2010
Master of Arts (MA), Secondary Education and Teaching
The University of Connecticut 2005 — 2009
Bachelor of Arts (BA), History
The Institute at Palazzo Rucellai 2008 — 2008
Bachelor's Degree, International/Global Studies
Morgan Stanley January 2015 - March 2015
Morgan Stanley April 2014 - March 2015
Bridgewater Associates November 2013 - April 2014
Bridgewater Associates October 2012 - December 2013
Bridgewater Associates March 2011 - October 2012
Bridgeport Public Schools January 2010 - December 2010
Skills
Customer Service, Employee Benefits, Government, Human Resources, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Project Planning, Social Media, Staff Development, Interviews
Education
Sacred Heart University 2009 — 2010
Master of Arts (MA), Secondary Education and Teaching
The University of Connecticut 2005 — 2009
Bachelor of Arts (BA), History
The Institute at Palazzo Rucellai 2008 — 2008
Bachelor's Degree, International/Global Studies
Jennifer Mastronardi Jennifer Mastronardi's Morgan Stanley Experience June 2007 - February 2009
Job Director of Compliance Risk at AXA Equitable Funds Management Group, LLC
Industry Financial Services
Experience
AXA Equitable Funds Management Group, LLC June 2013 - Present
AXA Equitable February 2009 - Present
Morgan Stanley June 2007 - February 2009
Merrill Lynch September 2006 - December 2006
Skills
Investment Company Act, Investment Advisers Act, Compliance, Microsoft Office
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Finance, General
Kellenberg Memorial High School 1999 — 2003
AXA Equitable Funds Management Group, LLC June 2013 - Present
AXA Equitable February 2009 - Present
Morgan Stanley June 2007 - February 2009
Merrill Lynch September 2006 - December 2006
Skills
Investment Company Act, Investment Advisers Act, Compliance, Microsoft Office
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Finance, General
Kellenberg Memorial High School 1999 — 2003
David Origenes's Morgan Stanley Experience January 2004 - October 2004
Job
Industry Law Practice
Experience
Michael Best & Friedrich LLP November 2006 - Present
US Bank October 2004 - October 2006
Morgan Stanley January 2004 - October 2004
CCH/Wolters Kluwer June 2000 - August 2001
Skills
Finance, Financial Analysis, Business Intelligence, Valuation, Financial Modeling, Budgets, Strategic Planning, Business Analysis, Financial Reporting, Microsoft Excel, SQL, Securitization, Business Objects, Business Process..., Business Strategy, Profitability Analysis, Alternative Fee..., Asset-backed..., Structured Finance, Excel, Management Consulting
Education
University of Notre Dame 2001 — 2003
MBA
University of Dayton 1997 — 2000
JD
Saint Louis University 1994 — 1997
BA
Washington University in St. Louis 1993 — 1994
Michael Best & Friedrich LLP November 2006 - Present
US Bank October 2004 - October 2006
Morgan Stanley January 2004 - October 2004
CCH/Wolters Kluwer June 2000 - August 2001
Skills
Finance, Financial Analysis, Business Intelligence, Valuation, Financial Modeling, Budgets, Strategic Planning, Business Analysis, Financial Reporting, Microsoft Excel, SQL, Securitization, Business Objects, Business Process..., Business Strategy, Profitability Analysis, Alternative Fee..., Asset-backed..., Structured Finance, Excel, Management Consulting
Education
University of Notre Dame 2001 — 2003
MBA
University of Dayton 1997 — 2000
JD
Saint Louis University 1994 — 1997
BA
Washington University in St. Louis 1993 — 1994
Peter Loria Peter Loria's Morgan Stanley Experience May 2015 - Present
Job Stock Loan Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley November 2014 - May 2015
Morgan Stanley March 2012 - October 2014
MF Global May 2006 - November 2011
Cantor Fitzgerald June 2004 - April 2006
Deutsche Bank June 2002 - June 2004
Maple Securities November 2000 - January 2002
Deutsche Bank May 1997 - November 2000
Skills
Securities Lending, Settlement, Securities, Equities, Fixed Income, Middle Office, Corporate Actions, Trading Systems, Trading, Back Office, Bonds, Derivatives, Electronic Trading, Operational Risk, Financial Markets, Bloomberg, Account Reconciliation, AML, FX Options, DTC, Capital Markets, Collateral Management, Hedge Funds, Options, Prime Brokerage, Equity Derivatives, Series 7, Financial Services, ETFs, Equity Trading, FINRA, Mutual Funds, Series 63, Alternative Investments, Market Data
Education
St. John's University 1992 — 1997
Bachelor of arts, Psychology
Morgan Stanley May 2015 - Present
Morgan Stanley November 2014 - May 2015
Morgan Stanley March 2012 - October 2014
MF Global May 2006 - November 2011
Cantor Fitzgerald June 2004 - April 2006
Deutsche Bank June 2002 - June 2004
Maple Securities November 2000 - January 2002
Deutsche Bank May 1997 - November 2000
Skills
Securities Lending, Settlement, Securities, Equities, Fixed Income, Middle Office, Corporate Actions, Trading Systems, Trading, Back Office, Bonds, Derivatives, Electronic Trading, Operational Risk, Financial Markets, Bloomberg, Account Reconciliation, AML, FX Options, DTC, Capital Markets, Collateral Management, Hedge Funds, Options, Prime Brokerage, Equity Derivatives, Series 7, Financial Services, ETFs, Equity Trading, FINRA, Mutual Funds, Series 63, Alternative Investments, Market Data
Education
St. John's University 1992 — 1997
Bachelor of arts, Psychology
Silva Sevdalian Silva Sevdalian's Morgan Stanley Experience December 2007 - Present
Job Portfolio Specialist
Industry Investment Management
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2005 - June 2006
Nuveen Investments June 2004 - May 2005
Nuveen Investments October 2002 - June 2004
UBS Painewebber May 2002 - September 2002
Skills
Series 7, Series 63, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Hedge Funds, Equities, Fund Of Funds, Derivatives, Asset Managment, ETFs, Portfolio Management, Investments, Capital Markets, Separately Managed..., Wealth Management, Bonds, Investment Strategies
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Saint Joseph's University 1998 — 2002
Bachelor of Science, Dual Degree: Finance & Accounting
Morgan Stanley December 2007 - Present
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2005 - June 2006
Nuveen Investments June 2004 - May 2005
Nuveen Investments October 2002 - June 2004
UBS Painewebber May 2002 - September 2002
Skills
Series 7, Series 63, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Hedge Funds, Equities, Fund Of Funds, Derivatives, Asset Managment, ETFs, Portfolio Management, Investments, Capital Markets, Separately Managed..., Wealth Management, Bonds, Investment Strategies
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Saint Joseph's University 1998 — 2002
Bachelor of Science, Dual Degree: Finance & Accounting
Maggie Petrillo's Morgan Stanley Experience April 2015 - Present
Job .
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Xerox March 2014 - April 2015
Philadelphia Eagles March 2013 - March 2014
Romney for President August 2012 - December 2012
Metz Culinary Management May 2011 - August 2012
The Home Depot April 2009 - August 2012
Giorgio Armani May 2005 - December 2008
Skills
Sales, Retail, Customer Service, Salesforce.com, Archtics Ticketing..., Manage Client..., Sales Prospecting, Event Planning, Ticketing Systems, Technology Management, Premium Sales, Social Media, Account Management, Qualifying Prospects, Premium Seating, Event Management, Eventbrite, Political Campaigns, Writing, Sales Operations, Social Media Marketing, Leadership, Management
Education
Saint Joseph's University 2006 — 2008
B.A., History
Morgan Stanley April 2015 - Present
Xerox March 2014 - April 2015
Philadelphia Eagles March 2013 - March 2014
Romney for President August 2012 - December 2012
Metz Culinary Management May 2011 - August 2012
The Home Depot April 2009 - August 2012
Giorgio Armani May 2005 - December 2008
Skills
Sales, Retail, Customer Service, Salesforce.com, Archtics Ticketing..., Manage Client..., Sales Prospecting, Event Planning, Ticketing Systems, Technology Management, Premium Sales, Social Media, Account Management, Qualifying Prospects, Premium Seating, Event Management, Eventbrite, Political Campaigns, Writing, Sales Operations, Social Media Marketing, Leadership, Management
Education
Saint Joseph's University 2006 — 2008
B.A., History
Joseph Dovidio Joseph Dovidio's Morgan Stanley Experience 1998 - 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2001 - Present
Morgan Stanley 1998 - 2001
First Fidelity Bank 1984 - 1997
Central Appellate Research/Appellate Division- Superior Court 1981 - 1984
United States Bankruptcy Court 1980 - 1981
Tax Court of New Jersey 1979 - 1980
Skills
401k Rollovers, Retirement Savings, Asset Allocation, Investments, Fixed Income, Financial Advisory, Investment Planning, Strategic Planning, Securities, Finance
Education
Temple University - James E. Beasley School of Law 1975 — 1978
J.D., Law
Saint Joseph's University 1971 — 1975
B. A. History, History, Politics
Central High School (230), Philadelphia, PA 1967 — 1971
B. A., Liberal Arts
Wells Fargo Advisors 2001 - Present
Morgan Stanley 1998 - 2001
First Fidelity Bank 1984 - 1997
Central Appellate Research/Appellate Division- Superior Court 1981 - 1984
United States Bankruptcy Court 1980 - 1981
Tax Court of New Jersey 1979 - 1980
Skills
401k Rollovers, Retirement Savings, Asset Allocation, Investments, Fixed Income, Financial Advisory, Investment Planning, Strategic Planning, Securities, Finance
Education
Temple University - James E. Beasley School of Law 1975 — 1978
J.D., Law
Saint Joseph's University 1971 — 1975
B. A. History, History, Politics
Central High School (230), Philadelphia, PA 1967 — 1971
B. A., Liberal Arts
Elisa Jerome Elisa Jerome's Morgan Stanley Experience November 2013 - May 2014
Job Derivatives Operations Analyst
Industry Financial Services
Experience
Wellington Management September 2014 - Present
Cohasset Sailing Club June 2014 - August 2014
Morgan Stanley November 2013 - May 2014
Morgan Stanley September 2010 - November 2013
Morgan Stanley June 2008 - September 2010
Saint Joseph's University September 2005 - May 2008
CP Baker & Company May 2005 - August 2007
Strecker Eye Center, Cohasset, MA April 2004 - August 2005
Beauty & Main, Cambridge, MA April 2003 - April 2004
Skills
Derivatives, Equities, Options, Fixed Income, Financial Services, Trading, Risk Management, Finance, Hedge Funds, Financial Markets, Financial Risk, Equity Derivatives, Trading Systems, Valuation, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science in Business Administration, International Business w/ concentration in Spanish, Finance w/ concentration in Managerial Finance
Saint Louis University 2006 — 2006
Bachelor of Science (B.S.), International Business and Finance
Wellington Management September 2014 - Present
Cohasset Sailing Club June 2014 - August 2014
Morgan Stanley November 2013 - May 2014
Morgan Stanley September 2010 - November 2013
Morgan Stanley June 2008 - September 2010
Saint Joseph's University September 2005 - May 2008
CP Baker & Company May 2005 - August 2007
Strecker Eye Center, Cohasset, MA April 2004 - August 2005
Beauty & Main, Cambridge, MA April 2003 - April 2004
Skills
Derivatives, Equities, Options, Fixed Income, Financial Services, Trading, Risk Management, Finance, Hedge Funds, Financial Markets, Financial Risk, Equity Derivatives, Trading Systems, Valuation, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science in Business Administration, International Business w/ concentration in Spanish, Finance w/ concentration in Managerial Finance
Saint Louis University 2006 — 2006
Bachelor of Science (B.S.), International Business and Finance
Shauna O'Brien's Morgan Stanley Experience July 2015 - Present
Job Morgan Stanley | Saint Joseph's University
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Mitre Media October 2012 - June 2015
Residence Inn by Marriott February 2012 - October 2012
Courtyard by Marriott January 2010 - May 2010
MPM Studio September 2009 - December 2009
Skills
Financial Analysis, Leadership, Management, Marketing, Sales, Business Planning, Time Management, Customer Satisfaction, Operations Management, Teamwork, Customer Service, Training, Microsoft Office, Finance, Hospitality, Yield Management, Team Building, Microsoft Word, Investments, Social Media Marketing, PowerPoint, Social Media, Microsoft Excel, Stocks, News Writing, Financial Media, Digital Media, Email Marketing, Economics, Breaking News, Entrepreneurship, Dividends
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science, International Business
Universitat de Barcelona 2010 — 2011
Study Abroad, Spanish, Business
Mainland Regional High School 2003 — 2007
Morgan Stanley July 2015 - Present
Mitre Media October 2012 - June 2015
Residence Inn by Marriott February 2012 - October 2012
Courtyard by Marriott January 2010 - May 2010
MPM Studio September 2009 - December 2009
Skills
Financial Analysis, Leadership, Management, Marketing, Sales, Business Planning, Time Management, Customer Satisfaction, Operations Management, Teamwork, Customer Service, Training, Microsoft Office, Finance, Hospitality, Yield Management, Team Building, Microsoft Word, Investments, Social Media Marketing, PowerPoint, Social Media, Microsoft Excel, Stocks, News Writing, Financial Media, Digital Media, Email Marketing, Economics, Breaking News, Entrepreneurship, Dividends
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science, International Business
Universitat de Barcelona 2010 — 2011
Study Abroad, Spanish, Business
Mainland Regional High School 2003 — 2007
Leslie Annabi Leslie Annabi's Morgan Stanley Experience November 2002 - October 2004
Job Client Production Support Lead Senior BA at Apex Systems TIAACREF
Industry Financial Services
Experience
Apex Systems - TIAA-CREF May 2014 - July 2015
Citi Group June 2010 - December 2013
Morgan Stanley Investment Management October 2004 - May 2010
Morgan Stanley November 2002 - October 2004
Bank of New January 1997 - January 2001
Skills
Business Analysis, Analysis, Process Improvement, Management, Banking, Strategy, Financial Services, Risk Management, Leadership, Business Process, Project Management, Equities, Fixed Income, Training, SDLC, Software Documentation, Team Management, Quality Assurance, Portfolio Management, Business Development, 401K, 403(B) Deferred &...
Education
Saint John's University
Bachelor of Science, Criminal Justice
Apex Systems - TIAA-CREF May 2014 - July 2015
Citi Group June 2010 - December 2013
Morgan Stanley Investment Management October 2004 - May 2010
Morgan Stanley November 2002 - October 2004
Bank of New January 1997 - January 2001
Skills
Business Analysis, Analysis, Process Improvement, Management, Banking, Strategy, Financial Services, Risk Management, Leadership, Business Process, Project Management, Equities, Fixed Income, Training, SDLC, Software Documentation, Team Management, Quality Assurance, Portfolio Management, Business Development, 401K, 403(B) Deferred &...
Education
Saint John's University
Bachelor of Science, Criminal Justice
Rita Lopez's Morgan Stanley Experience December 1999 - April 2001
Job Accounting
Industry Financial Services
Experience
Raffone Design and build group September 2015 - Present
THE MAX Challenge September 2015 - Present
Hobby Publications February 2012 - February 2015
Contemporary Healthcare Capital, LLC January 2009 - January 2010
Morgan Stanley December 1999 - April 2001
Morgan Stanley March 1999 - November 1999
Morgan Stanley June 1997 - February 1999
Skills
Sage 50, Microsoft Office, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Budgets, Accounting, Auditing, Invoicing, Microsoft Word, Microsoft Excel, Peachtree, Account Reconciliation, Financial Accounting, Bank Reconciliation
Education
St. John's University 1992 — 1997
Bachelor of Science, Accounting
Raffone Design and build group September 2015 - Present
THE MAX Challenge September 2015 - Present
Hobby Publications February 2012 - February 2015
Contemporary Healthcare Capital, LLC January 2009 - January 2010
Morgan Stanley December 1999 - April 2001
Morgan Stanley March 1999 - November 1999
Morgan Stanley June 1997 - February 1999
Skills
Sage 50, Microsoft Office, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Budgets, Accounting, Auditing, Invoicing, Microsoft Word, Microsoft Excel, Peachtree, Account Reconciliation, Financial Accounting, Bank Reconciliation
Education
St. John's University 1992 — 1997
Bachelor of Science, Accounting
Conor Soravilla Conor Soravilla's Morgan Stanley Experience October 2013 - January 2014
Job Private Equity Analyst at Workforce Partners
Industry Venture Capital & Private Equity
Experience
Workforce Partners February 2015 - Present
DeMatteo Monness LLC May 2014 - August 2014
Morgan Stanley October 2013 - January 2014
DeMatteo Monness LLC May 2013 - August 2013
Downingwood Community LLC May 2012 - August 2013
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Financial Forecasting, Valuation, Corporate Finance, Trading, Mutual Funds, Hedge Funds, Finance, Investments, Fixed Income, Asset Management, Equity Research, Financial Markets, Capital Markets, Alternative Investments, Derivatives, Venture Capital, Investment Banking, Private Equity, Risk Management, Portfolio Management, Series 63, Securities, Series 7, Equity Trading, Hedging, Bloomberg
Education
Sacred Heart University 2012 — 2015
Student, Finance
Irvington High School 2007 — 2011
Regents Diploma
Workforce Partners February 2015 - Present
DeMatteo Monness LLC May 2014 - August 2014
Morgan Stanley October 2013 - January 2014
DeMatteo Monness LLC May 2013 - August 2013
Downingwood Community LLC May 2012 - August 2013
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Financial Forecasting, Valuation, Corporate Finance, Trading, Mutual Funds, Hedge Funds, Finance, Investments, Fixed Income, Asset Management, Equity Research, Financial Markets, Capital Markets, Alternative Investments, Derivatives, Venture Capital, Investment Banking, Private Equity, Risk Management, Portfolio Management, Series 63, Securities, Series 7, Equity Trading, Hedging, Bloomberg
Education
Sacred Heart University 2012 — 2015
Student, Finance
Irvington High School 2007 — 2011
Regents Diploma
Martin Schamis's Morgan Stanley Experience January 2001 - December 2003
Job Vice President / Head of Wealth Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Aaron Neuwirth's Morgan Stanley Experience July 2007 - September 2007
Job Staff Writer at Rant, Inc.
Industry Writing and Editing
Experience
Rant, Inc. March 2015 - Present
Whysoblu.com July 2010 - Present
HHWLOD Podcast Network March 2011 - Present
TheYoungFolks.com February 2014 - Present
Guru Media Solutions April 2014 - March 2015
Bausch + Lomb June 2012 - August 2013
ISTA Pharmaceuticals Inc November 2009 - 2012
CCI October 2008 - July 2009
Morgan Stanley July 2007 - September 2007
Internal Revenue Service June 2003 - September 2003
Skills
PowerPoint, Microsoft Word, Microsoft Office, Outlook, Microsoft Excel, WordPress, Blogger, Master Control, Documentum, Citrix, Picasa, Joomla, Electronic Submissions, Datasets, Publishing, Podcasting, Interviews, Interviewing Skills, Interview Preparation, Typing, Writing, Creative Writing, Social Media, HTML, Email, Reviews, Film, Film Criticism, Film Festivals, Media Coverage, Research, Twitter, Facebook, Facebook Fan Page..., Tumblr, Word Processing, Document Review, Online Research, Online Journalism, Online Publishing, PC, StumbleUpon, Pinterest, Copywriting, Radio Host, Change Control, Radio Broadcasting, Publicity
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts Degree; Associate in Arts Degree, History; Business Administration
Saddleback College
Associate of Arts (AA), Business Administration and Management, General
Rant, Inc. March 2015 - Present
Whysoblu.com July 2010 - Present
HHWLOD Podcast Network March 2011 - Present
TheYoungFolks.com February 2014 - Present
Guru Media Solutions April 2014 - March 2015
Bausch + Lomb June 2012 - August 2013
ISTA Pharmaceuticals Inc November 2009 - 2012
CCI October 2008 - July 2009
Morgan Stanley July 2007 - September 2007
Internal Revenue Service June 2003 - September 2003
Skills
PowerPoint, Microsoft Word, Microsoft Office, Outlook, Microsoft Excel, WordPress, Blogger, Master Control, Documentum, Citrix, Picasa, Joomla, Electronic Submissions, Datasets, Publishing, Podcasting, Interviews, Interviewing Skills, Interview Preparation, Typing, Writing, Creative Writing, Social Media, HTML, Email, Reviews, Film, Film Criticism, Film Festivals, Media Coverage, Research, Twitter, Facebook, Facebook Fan Page..., Tumblr, Word Processing, Document Review, Online Research, Online Journalism, Online Publishing, PC, StumbleUpon, Pinterest, Copywriting, Radio Host, Change Control, Radio Broadcasting, Publicity
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts Degree; Associate in Arts Degree, History; Business Administration
Saddleback College
Associate of Arts (AA), Business Administration and Management, General
Kenneth Aiani's Morgan Stanley Experience June 2009 - September 2011
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse January 2014 - December 2014
Credit Suisse September 2011 - December 2013
Morgan Stanley June 2009 - September 2011
Morgan Stanley June 2006 - August 2008
Skills
Fixed Income, Hedge Funds, Finance, Cash Management, Financial Services, Analysis, Bloomberg, Internal Controls, Financial Risk, Equities, Corporate Actions, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Finance, General
Credit Suisse January 2015 - Present
Credit Suisse January 2014 - December 2014
Credit Suisse September 2011 - December 2013
Morgan Stanley June 2009 - September 2011
Morgan Stanley June 2006 - August 2008
Skills
Fixed Income, Hedge Funds, Finance, Cash Management, Financial Services, Analysis, Bloomberg, Internal Controls, Financial Risk, Equities, Corporate Actions, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Finance, General
Marian Farley Marian Farley's Morgan Stanley Experience 2004 - 2008
Job Executive with a career focused on global program leadership and successfully managing people, projects, and strategies
Industry Human Resources
Experience
CSC 2013 - Present
University of Connecticut 2008 - 2011
Morgan Stanley 2004 - 2008
Gale Inc 2003 - 2004
Duracell 1992 - 2002
Skills
Leadership, Management, Project Management, Talent Management, Microsoft Office, Vendor Management, Team Building, Strategy, Change Management, Process Improvement
Education
SUNY Albany
Masters Degree, Library & Information Science
Saint Bonaventure University
Bachelor of Arts (B.A.), English Language and Literature, General
CSC 2013 - Present
University of Connecticut 2008 - 2011
Morgan Stanley 2004 - 2008
Gale Inc 2003 - 2004
Duracell 1992 - 2002
Skills
Leadership, Management, Project Management, Talent Management, Microsoft Office, Vendor Management, Team Building, Strategy, Change Management, Process Improvement
Education
SUNY Albany
Masters Degree, Library & Information Science
Saint Bonaventure University
Bachelor of Arts (B.A.), English Language and Literature, General
Celena Evans '10's Morgan Stanley Experience June 2010 - June 2012
Job Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays May 2015 - Present
Barclays August 2013 - May 2015
Barclays Capital February 2012 - August 2013
Morgan Stanley June 2010 - June 2012
PHM February 2010 - June 2010
Saint Joseph's University June 2009 - September 2009
McNeil Consumer Healthcare January 2009 - June 2009
Saint Joseph's University August 2007 - May 2009
SJU Telefund 2008 - 2009
Susquehanna International Group August 2007 - June 2008
Skills
Account Reconciliation, Sarbanes-Oxley Act, Data Analysis, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Analysis, Forecasting, Market Research, Microsoft Word, Management, Financial Reporting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelors, Finance and Economics
Barclays May 2015 - Present
Barclays August 2013 - May 2015
Barclays Capital February 2012 - August 2013
Morgan Stanley June 2010 - June 2012
PHM February 2010 - June 2010
Saint Joseph's University June 2009 - September 2009
McNeil Consumer Healthcare January 2009 - June 2009
Saint Joseph's University August 2007 - May 2009
SJU Telefund 2008 - 2009
Susquehanna International Group August 2007 - June 2008
Skills
Account Reconciliation, Sarbanes-Oxley Act, Data Analysis, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Analysis, Forecasting, Market Research, Microsoft Word, Management, Financial Reporting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelors, Finance and Economics
Monica Veale Monica Veale's Morgan Stanley Experience April 2013 - Present
Job Finance Coverage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley 2011 - April 2013
Ladenburg Thalmann 2009 - 2011
Bank of New York Mellon June 2008 - August 2008
BNP Paribas May 2007 - August 2007
New York Mercantile Exchange May 2006 - July 2006
Skills
Salesforce.com, Underwriting, Hedging, Asset Managment, Financial Statements, Access, Account Reconciliation, Asset Management, Bloomberg, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2005 — 2009
B.S., Finance
Morgan Stanley April 2013 - Present
Morgan Stanley 2011 - April 2013
Ladenburg Thalmann 2009 - 2011
Bank of New York Mellon June 2008 - August 2008
BNP Paribas May 2007 - August 2007
New York Mercantile Exchange May 2006 - July 2006
Skills
Salesforce.com, Underwriting, Hedging, Asset Managment, Financial Statements, Access, Account Reconciliation, Asset Management, Bloomberg, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2005 — 2009
B.S., Finance
James Mattson's Morgan Stanley Experience August 2013 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
College of Saint Benedict and Saint John’s University December 2010 - June 2013
Morgan Stanley May 2011 - September 2012
Skills
Finance, Football, Fitness, Strategic Financial..., Portfolio Management, Wealth Management, Investments
Education
St. John's University 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance, Graduate
Morgan Stanley August 2013 - Present
College of Saint Benedict and Saint John’s University December 2010 - June 2013
Morgan Stanley May 2011 - September 2012
Skills
Finance, Football, Fitness, Strategic Financial..., Portfolio Management, Wealth Management, Investments
Education
St. John's University 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance, Graduate
Samantha Sheehan's Morgan Stanley Experience March 2015 - Present
Job Student at Saint Joseph's University
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Manayunk Brewery and Restaurant May 2015 - August 2015
Wells Fargo Advisors - Parker Massaux Investment Group May 2014 - August 2014
Elmer's Auto Body June 2008 - May 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Haddon Township High School 2008 — 2012
Morgan Stanley March 2015 - Present
Manayunk Brewery and Restaurant May 2015 - August 2015
Wells Fargo Advisors - Parker Massaux Investment Group May 2014 - August 2014
Elmer's Auto Body June 2008 - May 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Haddon Township High School 2008 — 2012
Colby Roane's Morgan Stanley Experience June 2012 - July 2014
Job Credit Compliance Specialist at PayPal
Industry Financial Services
Experience
PayPal July 2014 - Present
Morgan Stanley June 2012 - July 2014
Apogee Insurance Group, A Berkshire Hathaway Company August 2011 - May 2012
Morgan Stanley January 2011 - July 2011
Aerotek May 2009 - July 2009
Skills
Management, Microsoft Excel, Time Management, Fitness Training, Sports Coaching, Nutrition, Sports Nutrition, Exercise Design, Training, Customer Service, PowerPoint, Analysis, Recruiting, Microsoft Office, Social Media, Marketing, Finance, Microsoft Word, Access, Outlook
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Business Administration, Management and Operations
PayPal July 2014 - Present
Morgan Stanley June 2012 - July 2014
Apogee Insurance Group, A Berkshire Hathaway Company August 2011 - May 2012
Morgan Stanley January 2011 - July 2011
Aerotek May 2009 - July 2009
Skills
Management, Microsoft Excel, Time Management, Fitness Training, Sports Coaching, Nutrition, Sports Nutrition, Exercise Design, Training, Customer Service, PowerPoint, Analysis, Recruiting, Microsoft Office, Social Media, Marketing, Finance, Microsoft Word, Access, Outlook
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Business Administration, Management and Operations
Riley Dougan Riley Dougan's Morgan Stanley Experience June 2014 - Present
Job Credit Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Radcliffe Group January 2013 - May 2013
The Investment Fund for Foundations March 2012 - August 2012
Skills
Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Data Analysis, Credit Risk, Credit Analysis
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Finance & Economics, Summa Cum Laude
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Radcliffe Group January 2013 - May 2013
The Investment Fund for Foundations March 2012 - August 2012
Skills
Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Data Analysis, Credit Risk, Credit Analysis
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Finance & Economics, Summa Cum Laude
Oscar Bernardo Yañez Morales, MBA Oscar Bernardo Yañez Morales, MBA's Morgan Stanley Experience July 2014 - Present
Job Analyst en Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
St.Bonaventure University Students in Money Management August 2010 - May 2014
St.Bonaventure University Students in Money Management August 2013 - April 2014
St. Bonaventure University Finance Department August 2013 - April 2014
Iroquois Group August 2013 - March 2014
Tamarack Country Club May 2012 - August 2012
Skills
Spanish, Financial Modeling, Valuation, Equities, Bloomberg, Econometrics, Emprendimiento social, Riesgo de crédito, Inglés, Elaboración de modelos..., Acciones, Tasación
Education
Saint Bonaventure University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley July 2014 - Present
St.Bonaventure University Students in Money Management August 2010 - May 2014
St.Bonaventure University Students in Money Management August 2013 - April 2014
St. Bonaventure University Finance Department August 2013 - April 2014
Iroquois Group August 2013 - March 2014
Tamarack Country Club May 2012 - August 2012
Skills
Spanish, Financial Modeling, Valuation, Equities, Bloomberg, Econometrics, Emprendimiento social, Riesgo de crédito, Inglés, Elaboración de modelos..., Acciones, Tasación
Education
Saint Bonaventure University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Rob McAllister Jr.'s Morgan Stanley Experience July 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Vail Resorts October 2014 - March 2015
Morgan Stanley Smith Barney June 2011 - August 2012
R.M. TRAVELING CAR DETAILING May 2010 - August 2012
Skills
Business Development, Finance, Marketing, Microsoft Excel, Social Media, Management, Investments, Customer Service
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2015 - Present
Vail Resorts October 2014 - March 2015
Morgan Stanley Smith Barney June 2011 - August 2012
R.M. TRAVELING CAR DETAILING May 2010 - August 2012
Skills
Business Development, Finance, Marketing, Microsoft Excel, Social Media, Management, Investments, Customer Service
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics
Angela Tackett's Morgan Stanley Experience 2000 - 2002
Job Certified Nursing Assistant at Brookdale Senior Living
Industry Hospital & Health Care
Experience
Brookdale Senior Living September 2015 - Present
(CTM) Chas Tackett Music 1996 - Present
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Skills
Singing, Music, Public Speaking, Voice Over, Video Production, Strategic Financial..., Feature Films, Video, Acting, Research, Strategy, Risk Management, Film Actor, Financial Reporting, Nursing, Long-term Care, Home Health Care
Education
Tarrant County College 2014 — 2015
Nursing Education
Sacred Heart University
Business / Finance
Manhattan School of Music - Private Coaching - Maitland Peters
Voice and Opera
Tulsa Community College 2015 — 2016
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Wings Health Care Training 2015 — 2015
Certified Nurse Aid, Nursing Education
Tulsa Community College 2015 — 2017
Registered Nursing/Registered Nurse
Brookdale Senior Living September 2015 - Present
(CTM) Chas Tackett Music 1996 - Present
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Skills
Singing, Music, Public Speaking, Voice Over, Video Production, Strategic Financial..., Feature Films, Video, Acting, Research, Strategy, Risk Management, Film Actor, Financial Reporting, Nursing, Long-term Care, Home Health Care
Education
Tarrant County College 2014 — 2015
Nursing Education
Sacred Heart University
Business / Finance
Manhattan School of Music - Private Coaching - Maitland Peters
Voice and Opera
Tulsa Community College 2015 — 2016
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Wings Health Care Training 2015 — 2015
Certified Nurse Aid, Nursing Education
Tulsa Community College 2015 — 2017
Registered Nursing/Registered Nurse
Ryan Dennewitz's Morgan Stanley Experience January 2010 - August 2010
Job Management Consultant at KPMG
Industry Management Consulting
Experience
KPMG October 2013 - Present
PerkinElmer July 2011 - October 2013
Morgan Stanley January 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Word, Microsoft Excel, Outlook, Access, HFM, Business Objects, Business Intelligence, Risk Management, Banking, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Word
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
BS, Finance
Archmere Academy
KPMG October 2013 - Present
PerkinElmer July 2011 - October 2013
Morgan Stanley January 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Word, Microsoft Excel, Outlook, Access, HFM, Business Objects, Business Intelligence, Risk Management, Banking, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Word
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
BS, Finance
Archmere Academy
Paul Manganella Paul Manganella's Morgan Stanley Experience January 2013 - May 2013
Job CEO & CoFounder at HouzeMe
Industry Real Estate
Experience
HouzeMe August 2013 - Present
Marsh December 2013 - June 2014
Marsh April 2013 - August 2013
Morgan Stanley January 2013 - May 2013
Saint Joseph's University September 2012 - May 2013
ING September 2012 - December 2012
Skills
Risk Management, Data Analysis, Portfolio Management, Microsoft Excel, Communication, PowerPoint, Microsoft Office, Research, Microsoft Word, Investment Strategies, Social Media, Analysis, Leadership, Management, Financial Modeling, Strategic Financial..., Business Strategy, Risk Analysis, Outlook, Entrepreneurship, Market Research, Investment Banking, Bloomberg Software, Equity Valuation, Capital Markets, Cloud Computing, Insurance, Cloud Security, Economic Modeling, Private Equity, Mergers & Acquisitions, Whistling, Speed Reading, Financial Planning, Finance, Customer Service, Teamwork, Due Diligence, Valuation
Education
Saint Joseph's University 2010 — 2014
Bachelor's of Business Administration (B.B.A), Finance and Economics
Sandwich High School 2006 — 2010
HouzeMe August 2013 - Present
Marsh December 2013 - June 2014
Marsh April 2013 - August 2013
Morgan Stanley January 2013 - May 2013
Saint Joseph's University September 2012 - May 2013
ING September 2012 - December 2012
Skills
Risk Management, Data Analysis, Portfolio Management, Microsoft Excel, Communication, PowerPoint, Microsoft Office, Research, Microsoft Word, Investment Strategies, Social Media, Analysis, Leadership, Management, Financial Modeling, Strategic Financial..., Business Strategy, Risk Analysis, Outlook, Entrepreneurship, Market Research, Investment Banking, Bloomberg Software, Equity Valuation, Capital Markets, Cloud Computing, Insurance, Cloud Security, Economic Modeling, Private Equity, Mergers & Acquisitions, Whistling, Speed Reading, Financial Planning, Finance, Customer Service, Teamwork, Due Diligence, Valuation
Education
Saint Joseph's University 2010 — 2014
Bachelor's of Business Administration (B.B.A), Finance and Economics
Sandwich High School 2006 — 2010
Louis M. Deering, ChFC Louis M. Deering, ChFC's Morgan Stanley Experience 2000 - 2005
Job Vice President Investments, Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott, LLC August 2005 - Present
Lititz Lions 2007 - 2015
Penn Mutual 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial January 1983 - December 1996
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Series 7, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Securities, Estate Planning, 401k, Financial Analysis, Mutual Funds, IRAs, Financial Planning, Life Insurance, Long-term Care, Asset Management, Fixed Income, Strategic Planning, Relationship Management, Equities, Retirement, Risk Management, ETFs, Fixed Annuities, Portfolio Management, Financial Services, Bonds, Asset Managment, Financial Modeling, Insurance, Capital Markets
Education
The American College 1985 — 1996
ChFC, Chartered Financial Consultant
Saint Joseph's University 1974 — 1979
Bachelors, Economics
Janney Montgomery Scott, LLC August 2005 - Present
Lititz Lions 2007 - 2015
Penn Mutual 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial January 1983 - December 1996
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Series 7, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Securities, Estate Planning, 401k, Financial Analysis, Mutual Funds, IRAs, Financial Planning, Life Insurance, Long-term Care, Asset Management, Fixed Income, Strategic Planning, Relationship Management, Equities, Retirement, Risk Management, ETFs, Fixed Annuities, Portfolio Management, Financial Services, Bonds, Asset Managment, Financial Modeling, Insurance, Capital Markets
Education
The American College 1985 — 1996
ChFC, Chartered Financial Consultant
Saint Joseph's University 1974 — 1979
Bachelors, Economics
Jon Plush Jon Plush's Morgan Stanley Experience January 2011 - July 2011
Job Senior Associate at EY
Industry Financial Services
Experience
EY July 2012 - Present
Radcliffe Capital Management January 2012 - April 2012
Morgan Stanley January 2011 - July 2011
ViroPharma Incorporated August 2009 - January 2010
Skills
Internal Controls, Internal Audit, Risk Management, Data Analysis, Project Management, IT Audit, Enterprise Risk..., Financial Analysis, Process Improvement, Sarbanes-Oxley Act, SSAE 16, Auditing, SAP ERP, SAP BI, ITGC, IT Management, Microsoft Excel, Microsoft SQL Server, Microsoft Project
Education
Saint Joseph's University 2008 — 2012
Bachelor's Degree, Dual Majors in Accounting and Finance with concentrations in Business Intelligence & Information Sys
EY July 2012 - Present
Radcliffe Capital Management January 2012 - April 2012
Morgan Stanley January 2011 - July 2011
ViroPharma Incorporated August 2009 - January 2010
Skills
Internal Controls, Internal Audit, Risk Management, Data Analysis, Project Management, IT Audit, Enterprise Risk..., Financial Analysis, Process Improvement, Sarbanes-Oxley Act, SSAE 16, Auditing, SAP ERP, SAP BI, ITGC, IT Management, Microsoft Excel, Microsoft SQL Server, Microsoft Project
Education
Saint Joseph's University 2008 — 2012
Bachelor's Degree, Dual Majors in Accounting and Finance with concentrations in Business Intelligence & Information Sys
Matt Sorrentino's Morgan Stanley Experience June 2013 - Present
Job Business Analyst, Trade Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Slice Communications October 2010 - June 2013
Aphillyated September 2009 - January 2011
Harbor Lights Financial Group, Inc. June 2007 - August 2008
Skills
Bloomberg Terminal, Series 7, Fixed Income, Mutual Funds, Municipal Bonds, Equities, Microsoft Excel, Excel Models, Argus Modeling, Electronic Trading..., Trade Finance, Trading Systems, Trade Compliance, Accounting, Financial Reporting, Project Management, Research
Education
Saint Joseph's University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General
Morgan Stanley June 2013 - Present
Slice Communications October 2010 - June 2013
Aphillyated September 2009 - January 2011
Harbor Lights Financial Group, Inc. June 2007 - August 2008
Skills
Bloomberg Terminal, Series 7, Fixed Income, Mutual Funds, Municipal Bonds, Equities, Microsoft Excel, Excel Models, Argus Modeling, Electronic Trading..., Trade Finance, Trading Systems, Trade Compliance, Accounting, Financial Reporting, Project Management, Research
Education
Saint Joseph's University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General
Bob Varnum's Morgan Stanley Experience December 2014 - Present
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Donald J. Sardano's Morgan Stanley Experience April 2010 - Present
Job VP at Morgan Stanley: CRISC, CISM, CISSP, CISO, PMP: Member of InfragGard
Industry Information Technology and Services
Experience
Morgan Stanley April 2010 - Present
Wall Street Desktop Forum 2010 - 2013
Sei Leone April 2002 - April 2010
Roma Homes January 2002 - December 2009
Mpower Communications October 2001 - May 2002
Greenwich Technology Partners 2000 - 2001
KPMG April 1998 - July 2000
Skills
Program Management, PMP, CISSP, Vendor Management, ITIL, Security, Integration, IT Management, Risk Management, Project Planning, Project Management, IT Strategy, Change Management, Network Security, CISO, CISM, CRISC, Agile Project Management, Certified Scrum Master..., CSPO, Windows 7 Migration, Law Enforcement Officer, Enterprise Software, Infrastructure
Education
Stanford University 2014 — 2015
Advanced Project Management Certificate, Strategic Execution Framework
Saint Leo University 1989 — 1990
Criminology, 3.5
St. Petersburg College 1988 — 1990
Criminlogy - Law Enforcement Academy, Law Enforcement, 3.75
Saint Peter's University 1987 — 1988
Biology, General
Morgan Stanley April 2010 - Present
Wall Street Desktop Forum 2010 - 2013
Sei Leone April 2002 - April 2010
Roma Homes January 2002 - December 2009
Mpower Communications October 2001 - May 2002
Greenwich Technology Partners 2000 - 2001
KPMG April 1998 - July 2000
Skills
Program Management, PMP, CISSP, Vendor Management, ITIL, Security, Integration, IT Management, Risk Management, Project Planning, Project Management, IT Strategy, Change Management, Network Security, CISO, CISM, CRISC, Agile Project Management, Certified Scrum Master..., CSPO, Windows 7 Migration, Law Enforcement Officer, Enterprise Software, Infrastructure
Education
Stanford University 2014 — 2015
Advanced Project Management Certificate, Strategic Execution Framework
Saint Leo University 1989 — 1990
Criminology, 3.5
St. Petersburg College 1988 — 1990
Criminlogy - Law Enforcement Academy, Law Enforcement, 3.75
Saint Peter's University 1987 — 1988
Biology, General
Lyndsey Kelly's Morgan Stanley Experience May 2000 - August 2003
Job Sales Development Manager, MBA, CLTC at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
Lindsay Pitasi's Morgan Stanley Experience January 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
The Benefit Practice May 2012 - April 2014
Aon Hewitt June 2011 - August 2011
Royce & Associates June 2008 - December 2010
Skills
Microsoft Office, SAS, ProVal, Visual Basic, Minitab, Microsoft Excel, ASC, Relius, Finance, Accounting, Actuarial Science, Access, PowerPoint, Data Analysis
Education
The University of Connecticut 2009 — 2012
Bachelor of Arts, Mathematics-Statistics
Sacred Heart University 2008 — 2009
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
The Benefit Practice May 2012 - April 2014
Aon Hewitt June 2011 - August 2011
Royce & Associates June 2008 - December 2010
Skills
Microsoft Office, SAS, ProVal, Visual Basic, Minitab, Microsoft Excel, ASC, Relius, Finance, Accounting, Actuarial Science, Access, PowerPoint, Data Analysis
Education
The University of Connecticut 2009 — 2012
Bachelor of Arts, Mathematics-Statistics
Sacred Heart University 2008 — 2009
Raphael Rezende Raphael Rezende's Morgan Stanley Experience June 2006 - September 2006
Job FX Product Controller at Nomura
Industry Investment Banking
Experience
Nomura October 2014 - Present
United Nations Football Club Inc. March 2009 - October 2014
UBS Investment Bank March 2013 - August 2014
UBS Investment Bank March 2010 - March 2013
UBS Investment Bank August 2008 - March 2010
Morgan Stanley June 2006 - September 2006
Matte & Co. Inc 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Emerging Markets, Trading, Capital Markets, Investment Banking, Equities, Asset Managment, Investments, Options, Financial Analysis, Securities, Bloomberg, Non-profit Leadership, Sports Marketing, Strategy, FX Options, Portfolio Management
Education
Sacred Heart University 2004 — 2008
Bachelor of Arts, Finance, Business
Greenwich High School 2001 — 2004
Nomura October 2014 - Present
United Nations Football Club Inc. March 2009 - October 2014
UBS Investment Bank March 2013 - August 2014
UBS Investment Bank March 2010 - March 2013
UBS Investment Bank August 2008 - March 2010
Morgan Stanley June 2006 - September 2006
Matte & Co. Inc 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Emerging Markets, Trading, Capital Markets, Investment Banking, Equities, Asset Managment, Investments, Options, Financial Analysis, Securities, Bloomberg, Non-profit Leadership, Sports Marketing, Strategy, FX Options, Portfolio Management
Education
Sacred Heart University 2004 — 2008
Bachelor of Arts, Finance, Business
Greenwich High School 2001 — 2004
Antonio Fernandez-Salvador LUTCF Antonio Fernandez-Salvador LUTCF's Morgan Stanley Experience February 1999 - March 2000
Job Investment Adviser Representative & Branch Manager at The Legend Group
Industry Financial Services
Experience
The Legend Group January 2012 - Present
MetLife August 2006 - January 2012
Horace Mann January 2003 - August 2006
Morgan Stanley February 1999 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Life Insurance, Financial Planners, Long-term Care, Disability Insurance, Small Business, Roth IRA, Financial Services, Personal Finance, Finance, Financial Goals, Retirement, Mutual Funds, IRAs, Series 7, 401k, Series 63, Investment Advisory, FINRA, Variable Annuities, Investment Strategies, Financial Planning
Education
Saint Louis University 1994 — 1996
BS, International Business
University of Illinois at Urbana-Champaign
The Legend Group January 2012 - Present
MetLife August 2006 - January 2012
Horace Mann January 2003 - August 2006
Morgan Stanley February 1999 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Life Insurance, Financial Planners, Long-term Care, Disability Insurance, Small Business, Roth IRA, Financial Services, Personal Finance, Finance, Financial Goals, Retirement, Mutual Funds, IRAs, Series 7, 401k, Series 63, Investment Advisory, FINRA, Variable Annuities, Investment Strategies, Financial Planning
Education
Saint Louis University 1994 — 1996
BS, International Business
University of Illinois at Urbana-Champaign
Brianna Carolan's Morgan Stanley Experience May 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Paragon Management Group January 2015 - April 2015
Sacred Heart University August 2014 - December 2014
Wells Fargo Advisors June 2014 - August 2014
Sacred Heart University August 2013 - May 2014
Sacred Heart University June 2013 - December 2013
Education
Sacred Heart University 2012 — 2016
Bachelor of Science (B.S.), Finance and Business Administration, Senior, GPA to date: 3.96
Morgan Stanley May 2015 - Present
Paragon Management Group January 2015 - April 2015
Sacred Heart University August 2014 - December 2014
Wells Fargo Advisors June 2014 - August 2014
Sacred Heart University August 2013 - May 2014
Sacred Heart University June 2013 - December 2013
Education
Sacred Heart University 2012 — 2016
Bachelor of Science (B.S.), Finance and Business Administration, Senior, GPA to date: 3.96
Mary Cromleigh's Morgan Stanley Experience October 2013 - Present
Job Vice President, MSG Business Governance
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Morgan Stanley October 2013 - Present
Morgan Stanley March 2012 - October 2013
ING Financial Partners 2009 - 2012
Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Life Insurance, Mutual Funds, Variable Annuities, Indexed Annuities, Fixed Income
Education
Saint Joseph's University 2013 — 2016
Masters of Business Administration, Finance
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch June 2015 - Present
Morgan Stanley October 2013 - Present
Morgan Stanley March 2012 - October 2013
ING Financial Partners 2009 - 2012
Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Life Insurance, Mutual Funds, Variable Annuities, Indexed Annuities, Fixed Income
Education
Saint Joseph's University 2013 — 2016
Masters of Business Administration, Finance
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Ian Hopkins Ian Hopkins's Morgan Stanley Experience June 2010 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Bluebell Private Wealth Management July 2009 - January 2010
Siemens Medical Solutions June 2008 - February 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, PowerPoint, Finance, Access, Forecasting, Pivot Tables, Microsoft Office, Microsoft Word, Corporate Finance, Risk Management, Outlook, Portfolio Management, Fixed Income, Bloomberg
Education
Saint Joseph's University 2006 — 2010
Bachelor's of Science in Business Administration, Finance
Morgan Stanley June 2010 - Present
Bluebell Private Wealth Management July 2009 - January 2010
Siemens Medical Solutions June 2008 - February 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, PowerPoint, Finance, Access, Forecasting, Pivot Tables, Microsoft Office, Microsoft Word, Corporate Finance, Risk Management, Outlook, Portfolio Management, Fixed Income, Bloomberg
Education
Saint Joseph's University 2006 — 2010
Bachelor's of Science in Business Administration, Finance
Sarah Trainer Sarah Trainer's Morgan Stanley Experience June 2011 - Present
Job Operations Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2011 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley June 2011 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Gerald Mannion Gerald Mannion's Morgan Stanley Experience April 2012 - Present
Job Team Leader, Consulting Group Senior Product Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
ING Financial Partners 2009 - 2011
Education
Saint Joseph's University 2005 — 2009
Morgan Stanley April 2012 - Present
ING Financial Partners 2009 - 2011
Education
Saint Joseph's University 2005 — 2009
Eric Eickhoff's Morgan Stanley Experience January 2010 - September 2010
Job Senior Analyst at TD Bank
Industry Financial Services
Experience
TD August 2015 - Present
TD June 2013 - July 2015
JPMorgan Chase July 2012 - June 2013
Saint Joseph's University September 2011 - July 2012
JP Morgan Chase June 2011 - August 2011
Philadelphia Insurance Companies October 2010 - May 2011
Morgan Stanley January 2010 - September 2010
Skills
Bloomberg, Microsoft Excel, SAS, SQL, Access, Factset, Morningstar Direct, Unix, JMP, Pivot Tables, Cygwin, WinSCP, SPSS, Data Mining, Morningstar, Minitab, Customer Service
Education
St. Joseph's University 2008 — 2012
Bachelor of Business Adminstration, Finance, Business Intelligence
TD August 2015 - Present
TD June 2013 - July 2015
JPMorgan Chase July 2012 - June 2013
Saint Joseph's University September 2011 - July 2012
JP Morgan Chase June 2011 - August 2011
Philadelphia Insurance Companies October 2010 - May 2011
Morgan Stanley January 2010 - September 2010
Skills
Bloomberg, Microsoft Excel, SAS, SQL, Access, Factset, Morningstar Direct, Unix, JMP, Pivot Tables, Cygwin, WinSCP, SPSS, Data Mining, Morningstar, Minitab, Customer Service
Education
St. Joseph's University 2008 — 2012
Bachelor of Business Adminstration, Finance, Business Intelligence
Jeff Pietrzak's Morgan Stanley Experience February 2013 - Present
Job CG Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley Smith Barney July 2011 - February 2013
MorganStanley SmithBarney LLC May 2008 - July 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelors, Marketing
Morgan Stanley February 2013 - Present
Morgan Stanley Smith Barney July 2011 - February 2013
MorganStanley SmithBarney LLC May 2008 - July 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelors, Marketing
Andre Isla Andre Isla's Morgan Stanley Experience January 2013 - September 2013
Job Controller Finance Division
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley January 2012 - January 2013
Morgan Stanley July 2010 - January 2012
Fairfield County Bank January 2007 - January 2010
Skills
Microsoft Office, SharePoint, PeopleSoft, PowerPoint, Word, Excel, Research, Microsoft Word, Microsoft Excel, Omega, ADP Payroll, ADP ReportSmith, Payroll, Account Reconciliation, Analysis, Forecasting, Accounting, Financial Analysis, Journal Entries, GAAP, General Ledger, Financial Statements, Auditing, Customer Service, Risk Management, Human Resources, Financial Reporting, Accruals, Management, Variance Analysis
Education
Sacred Heart University 2005 — 2009
BS, Business Management
Goldman Sachs September 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley January 2012 - January 2013
Morgan Stanley July 2010 - January 2012
Fairfield County Bank January 2007 - January 2010
Skills
Microsoft Office, SharePoint, PeopleSoft, PowerPoint, Word, Excel, Research, Microsoft Word, Microsoft Excel, Omega, ADP Payroll, ADP ReportSmith, Payroll, Account Reconciliation, Analysis, Forecasting, Accounting, Financial Analysis, Journal Entries, GAAP, General Ledger, Financial Statements, Auditing, Customer Service, Risk Management, Human Resources, Financial Reporting, Accruals, Management, Variance Analysis
Education
Sacred Heart University 2005 — 2009
BS, Business Management
Pat McMenamin's Morgan Stanley Experience February 1989 - June 1994
Job Managing Director at Hotchkis and Wiley Capital Management
Industry Investment Management
Experience
Hotchkis and Wiley Managing DirectorHotchkis and Wiley Capital ManagementJuly 1994 - Present
Morgan Stanley February 1989 - June 1994
John Hancock Life Insurance Company (U.S.A.) June 1983 - June 1989
Skills
Endowments, Funding, Asset Management, Institutional, Client Service, Fixed Income, Portfolio Management, Asset Managment, Asset Allocation
Education
Saint Leo University 1979 — 1983
Hotchkis and Wiley Managing DirectorHotchkis and Wiley Capital ManagementJuly 1994 - Present
Morgan Stanley February 1989 - June 1994
John Hancock Life Insurance Company (U.S.A.) June 1983 - June 1989
Skills
Endowments, Funding, Asset Management, Institutional, Client Service, Fixed Income, Portfolio Management, Asset Managment, Asset Allocation
Education
Saint Leo University 1979 — 1983
Adam J. Petitt Adam J. Petitt's Morgan Stanley Experience September 2004 - May 2006
Job Litigation Associate at Stradley Ronon
Industry Law Practice
Experience
Stradley Ronon January 2015 - Present
White and Williams LLP March 2014 - January 2015
Clausen Miller September 2012 - March 2014
Bronx County District Attorney's Office September 2008 - August 2012
Wilson Elser May 2007 - May 2008
United States District Court for the District of New Jersey January 2007 - May 2007
United States Attorney's Office, Eastern District of New York May 2006 - September 2006
Morgan Stanley September 2004 - May 2006
Skills
Legal Research, Criminal Law, Courts, Legal Writing, Westlaw, Civil Litigation, Hearings, Trials, Commercial Litigation, Trial Practice, Lexis, Insurance, Legal Issues, Motions, Depositions, Bad Faith, Insurance Law
Education
Seton Hall University School of Law 2005 — 2008
Juris Doctor (J.D.)
Saint Joseph's University 2000 — 2004
Bachelor's Degree, Business Management
Stradley Ronon January 2015 - Present
White and Williams LLP March 2014 - January 2015
Clausen Miller September 2012 - March 2014
Bronx County District Attorney's Office September 2008 - August 2012
Wilson Elser May 2007 - May 2008
United States District Court for the District of New Jersey January 2007 - May 2007
United States Attorney's Office, Eastern District of New York May 2006 - September 2006
Morgan Stanley September 2004 - May 2006
Skills
Legal Research, Criminal Law, Courts, Legal Writing, Westlaw, Civil Litigation, Hearings, Trials, Commercial Litigation, Trial Practice, Lexis, Insurance, Legal Issues, Motions, Depositions, Bad Faith, Insurance Law
Education
Seton Hall University School of Law 2005 — 2008
Juris Doctor (J.D.)
Saint Joseph's University 2000 — 2004
Bachelor's Degree, Business Management
Don Wise, CIMA® Don Wise, CIMA®'s Morgan Stanley Experience October 2014 - Present
Job Consulting Group Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
John Hancock Asset Management June 2005 - October 2014
JPMorgan Chase July 2002 - June 2005
MetLife July 2001 - July 2002
Skills
Investment Strategies, Series 63, Investments, Asset Management, Equities, Wealth Management, Bloomberg, Consultative Selling, Mutual Funds, New Business Development, Financial Services, Financial Advisory, Fixed Annuities, Finance, Selling, Asset Allocation, Series 6, Retirement Planning, Life Insurance
Education
Sacred Heart University 2002 — 2004
MBA, Management
Sacred Heart University 1997 — 2001
BA, Finance
Southbridge High School 1994 — 1997
Morgan Stanley October 2014 - Present
John Hancock Asset Management June 2005 - October 2014
JPMorgan Chase July 2002 - June 2005
MetLife July 2001 - July 2002
Skills
Investment Strategies, Series 63, Investments, Asset Management, Equities, Wealth Management, Bloomberg, Consultative Selling, Mutual Funds, New Business Development, Financial Services, Financial Advisory, Fixed Annuities, Finance, Selling, Asset Allocation, Series 6, Retirement Planning, Life Insurance
Education
Sacred Heart University 2002 — 2004
MBA, Management
Sacred Heart University 1997 — 2001
BA, Finance
Southbridge High School 1994 — 1997
ALFREDO SARABIA's Morgan Stanley Experience 2005 - 2006
Job Managing Director at WORLD TRADE ADVISOR
Industry Consumer Goods
Experience
World Trade Advisor January 2009 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
C&C Partners 1999 - 2005
WORLDWIDE CONSULTANTS 1997 - 1999
Duracell 1994 - 1996
Duracell 1993 - 1994
Duracell 1980 - 1993
Burger King Corporation 1976 - 1980
Education
Sacred Heart University
B.S.
World Trade Advisor January 2009 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
C&C Partners 1999 - 2005
WORLDWIDE CONSULTANTS 1997 - 1999
Duracell 1994 - 1996
Duracell 1993 - 1994
Duracell 1980 - 1993
Burger King Corporation 1976 - 1980
Education
Sacred Heart University
B.S.
Pete Welle's Morgan Stanley Experience August 2002 - March 2006
Job Principal at E*TRADE
Industry Financial Services
Experience
E*TRADE April 2006 - Present
E*TRADE Financial 2006 - Present
ETRADE FINANCIAL 2006 - Present
Morgan Stanley August 2002 - March 2006
Citigroup Asset Management March 2001 - August 2002
FINRA May 1998 - March 2001
Education
Saint John's University 1980 — 1984
E*TRADE April 2006 - Present
E*TRADE Financial 2006 - Present
ETRADE FINANCIAL 2006 - Present
Morgan Stanley August 2002 - March 2006
Citigroup Asset Management March 2001 - August 2002
FINRA May 1998 - March 2001
Education
Saint John's University 1980 — 1984
Tara (Eirich) McCarten's Morgan Stanley Experience 2005 - 2008
Job Managing Director, Chief Administrative Officer
Industry Financial Services
Experience
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
Elizabeth Portesi's Morgan Stanley Experience March 2014 - Present
Job Senior Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley March 2009 - March 2014
UBS Wealth Management January 2008 - March 2009
State Street Bank February 2007 - January 2008
State Street October 2005 - February 2007
Skills
Wealth Management, Series 7
Education
Saint Anselm College 2001 — 2005
BA, Business
Cardinal Spellman 1997 — 2001
Morgan Stanley March 2014 - Present
Morgan Stanley March 2009 - March 2014
UBS Wealth Management January 2008 - March 2009
State Street Bank February 2007 - January 2008
State Street October 2005 - February 2007
Skills
Wealth Management, Series 7
Education
Saint Anselm College 2001 — 2005
BA, Business
Cardinal Spellman 1997 — 2001
Patrick Heckman's Morgan Stanley Experience 2007 - 2008
Job Executive Risk Broker at Aon
Industry Financial Services
Experience
Aon Corp July 2008 - Present
Morgan Stanley 2007 - 2008
GMAC-RFC 2005 - 2007
Lehman Brothers 2003 - 2005
Education
Saint John's University 1999 — 2003
Aon Corp July 2008 - Present
Morgan Stanley 2007 - 2008
GMAC-RFC 2005 - 2007
Lehman Brothers 2003 - 2005
Education
Saint John's University 1999 — 2003
Michelle Szymczak's Morgan Stanley Experience June 2006 - January 2011
Job Investment Liaison at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2012 - Present
T. Rowe Price January 2011 - April 2012
Morgan Stanley June 2006 - January 2011
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
T. Rowe Price April 2012 - Present
T. Rowe Price January 2011 - April 2012
Morgan Stanley June 2006 - January 2011
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Kevin Casdia's Morgan Stanley Experience June 2004 - November 2006
Job A Talented and Creative Software Architect/Engineer
Industry Computer Software
Experience
SITA April 2011 - Present
Barclays Capital July 2010 - March 2011
SpeechCycle Inc November 2006 - July 2010
Morgan Stanley June 2004 - November 2006
Canon USA July 2003 - June 2004
SITA January 2000 - July 2003
Skills
C#, .NET, Agile Methodologies, Web Services, Microsoft SQL Server, SQL, WCF, ASP.NET MVC, Java, ASP.NET, LINQ, XML, Visual Studio, Software Development, Scrum, AJAX, IIS, jQuery, OOP
Education
State University of New York at Stony Brook 1996 — 1999
Bachelor of Science, Computer Science
St. John's University 1995 — 1996
Computer Science
SITA April 2011 - Present
Barclays Capital July 2010 - March 2011
SpeechCycle Inc November 2006 - July 2010
Morgan Stanley June 2004 - November 2006
Canon USA July 2003 - June 2004
SITA January 2000 - July 2003
Skills
C#, .NET, Agile Methodologies, Web Services, Microsoft SQL Server, SQL, WCF, ASP.NET MVC, Java, ASP.NET, LINQ, XML, Visual Studio, Software Development, Scrum, AJAX, IIS, jQuery, OOP
Education
State University of New York at Stony Brook 1996 — 1999
Bachelor of Science, Computer Science
St. John's University 1995 — 1996
Computer Science
Matt Pedicino's Morgan Stanley Experience June 2004 - September 2005
Job US Intermediary Sales at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2013 - Present
Morgan Stanley Investment Management April 2007 - September 2013
Morgan Stanley Investment Management December 2005 - April 2007
Morgan Stanley June 2004 - September 2005
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Management, Relationship Management, Institutional..., Asset Managment, Institutional, Institutional Sales, Asset Management, Hedge Funds, Financial Services, Fund Of Funds, Investment Strategies, Separately Managed..., Investment Advisory, Asset Allocation, Investments, Fixed Income, Sales
Education
MBA, Saint Joseph's University, Haub School of Business
Masters of Business Administration, Finance concentration
Saint Joseph's University 1999 — 2003
Bachelor of Science, Marketing
St. Joseph's Prep 1995 — 1999
Brown Advisory September 2013 - Present
Morgan Stanley Investment Management April 2007 - September 2013
Morgan Stanley Investment Management December 2005 - April 2007
Morgan Stanley June 2004 - September 2005
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Management, Relationship Management, Institutional..., Asset Managment, Institutional, Institutional Sales, Asset Management, Hedge Funds, Financial Services, Fund Of Funds, Investment Strategies, Separately Managed..., Investment Advisory, Asset Allocation, Investments, Fixed Income, Sales
Education
MBA, Saint Joseph's University, Haub School of Business
Masters of Business Administration, Finance concentration
Saint Joseph's University 1999 — 2003
Bachelor of Science, Marketing
St. Joseph's Prep 1995 — 1999
Karen Waltemath's Morgan Stanley Experience May 1990 - March 1999
Job Financial Advisor at Linsco/Private Ledger
Industry Financial Services
Experience
Linsco/Private Ledger April 2004 - Present
MetLife August 2002 - April 2004
Merrill Lynch March 1999 - April 2002
Morgan Stanley May 1990 - March 1999
Education
Saint Louis University
Linsco/Private Ledger April 2004 - Present
MetLife August 2002 - April 2004
Merrill Lynch March 1999 - April 2002
Morgan Stanley May 1990 - March 1999
Education
Saint Louis University
Kevin Nicholas's Morgan Stanley Experience January 2005 - October 2006
Job Institutional Sales at Goldman Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs December 2012 - Present
Alliance Bernstein, LP October 2006 - December 2012
Morgan Stanley January 2005 - October 2006
Skills
Equities, Alternative Investments, Asset Allocation, Fixed Income, Investments, Investment Strategies, Series 7, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Risk Management, Retirement Planning, FINRA, Financial Advisory, Business Development, Strategy, Portfolio Optimization, Uniform Combined State..., Hedge Funds, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2008
MBA, Finance, 3.8
Mount St. Mary's University 2000 — 2004
Business, Finance, 3.4
St. Augustine Prep 1996 — 2000
Goldman Sachs December 2012 - Present
Alliance Bernstein, LP October 2006 - December 2012
Morgan Stanley January 2005 - October 2006
Skills
Equities, Alternative Investments, Asset Allocation, Fixed Income, Investments, Investment Strategies, Series 7, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Risk Management, Retirement Planning, FINRA, Financial Advisory, Business Development, Strategy, Portfolio Optimization, Uniform Combined State..., Hedge Funds, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2008
MBA, Finance, 3.8
Mount St. Mary's University 2000 — 2004
Business, Finance, 3.4
St. Augustine Prep 1996 — 2000
Steven Delany's Morgan Stanley Experience September 2012 - Present
Job Director, Corporate Loans
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley June 2007 - September 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
Morgan Stanley September 2012 - Present
Morgan Stanley June 2007 - September 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
Richard Drew's Morgan Stanley Experience July 2008 - January 2010
Job Director at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson April 2015 - Present
BlackRock January 2010 - April 2015
Morgan Stanley July 2008 - January 2010
Bear Stearns 2002 - July 2008
Deutsche Bank August 1998 - March 2002
Wyeth 1995 - 1998
KPMG Peat Marwick October 1993 - November 1994
Skills
Vendor Management, Business Development, Strategic Sourcing, Networking, Business Analysis, Risk Management, Program Management, Process Improvement, Financial Services, Outsourcing, Management, Change Management, Strategy, SDLC, Team Building, Enterprise Software, Negotiation, Mergers & Acquisitions, Professional Services, Business Process..., Strategic Planning, IT Strategy, Governance, Business Intelligence, Project Management, Sourcing, Management Consulting, CRM, Strategic Partnerships, Contract Negotiation, Cross-functional Team..., Business Strategy, Contract Management, Integration, Enterprise Architecture, Portfolio Management, Procurement, Executive Management, Project Portfolio..., Analysis, Business Transformation, PMO, Operations Management
Education
University at Buffalo 1991 — 1993
Comparative Literature Graduate Program
Saint Bonaventure University 1986 — 1990
BA, English / Economics
Johnson & Johnson April 2015 - Present
BlackRock January 2010 - April 2015
Morgan Stanley July 2008 - January 2010
Bear Stearns 2002 - July 2008
Deutsche Bank August 1998 - March 2002
Wyeth 1995 - 1998
KPMG Peat Marwick October 1993 - November 1994
Skills
Vendor Management, Business Development, Strategic Sourcing, Networking, Business Analysis, Risk Management, Program Management, Process Improvement, Financial Services, Outsourcing, Management, Change Management, Strategy, SDLC, Team Building, Enterprise Software, Negotiation, Mergers & Acquisitions, Professional Services, Business Process..., Strategic Planning, IT Strategy, Governance, Business Intelligence, Project Management, Sourcing, Management Consulting, CRM, Strategic Partnerships, Contract Negotiation, Cross-functional Team..., Business Strategy, Contract Management, Integration, Enterprise Architecture, Portfolio Management, Procurement, Executive Management, Project Portfolio..., Analysis, Business Transformation, PMO, Operations Management
Education
University at Buffalo 1991 — 1993
Comparative Literature Graduate Program
Saint Bonaventure University 1986 — 1990
BA, English / Economics
Chris D'Angelo's Morgan Stanley Experience January 2000 - September 2014
Job Director Corporate Finance at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2014 - Present
Morgan Stanley Investment Management January 2000 - September 2014
Morgan Stanley January 2000 - September 2014
Skills
Asset Management, Financial Services, Mutual Funds, Hedge Funds, Financial Analysis, Corporate Finance, Alternative Investments, Fund Accounting, Accounting, Equities, Analysis, Investment Management, Economics, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Finance
Villanova University 1994 — 1998
Bishop Eustace
Bishop Eustace
Hartford Funds September 2014 - Present
Morgan Stanley Investment Management January 2000 - September 2014
Morgan Stanley January 2000 - September 2014
Skills
Asset Management, Financial Services, Mutual Funds, Hedge Funds, Financial Analysis, Corporate Finance, Alternative Investments, Fund Accounting, Accounting, Equities, Analysis, Investment Management, Economics, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Finance
Villanova University 1994 — 1998
Bishop Eustace
Bishop Eustace
Robert Hermansen's Morgan Stanley Experience June 1991 - April 2001
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 2008 - Present
Bergen County January 2010 - January 2013
Township of Mahwah 2006 - 2010
Smith Barney April 2001 - August 2008
Morgan Stanley June 1991 - April 2001
Skills
Management, Finance, Investments, Public Speaking, Budgets, Fundraising, Contract Negotiation, Customer Service, Financial Services, Financial Risk, Estate Investment...
Education
Saint Bonaventure University 1987 — 1990
Wells Fargo Advisors LLC September 2008 - Present
Bergen County January 2010 - January 2013
Township of Mahwah 2006 - 2010
Smith Barney April 2001 - August 2008
Morgan Stanley June 1991 - April 2001
Skills
Management, Finance, Investments, Public Speaking, Budgets, Fundraising, Contract Negotiation, Customer Service, Financial Services, Financial Risk, Estate Investment...
Education
Saint Bonaventure University 1987 — 1990
Steven Jaksch's Morgan Stanley Experience March 2001 - May 2002
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2002 - Present
Morgan Stanley March 2001 - May 2002
Ingram Micro August 1998 - March 2001
Education
Saddleback College 1995 — 1997
Associates, Mathmatics
Dana
Charles Schwab May 2002 - Present
Morgan Stanley March 2001 - May 2002
Ingram Micro August 1998 - March 2001
Education
Saddleback College 1995 — 1997
Associates, Mathmatics
Dana
Crystal Cheung's Morgan Stanley Experience January 2015 - Present
Job Vice President Global Sales and Trading Manager for Technology Learning at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2012 - Present
Morgan Stanley October 2006 - July 2012
Parley Consulting August 2003 - October 2006
Rhombus-Systems July 2002 - April 2003
Skills
Project Management, Program Management, Visio, Vendor Management, Project Planning, Software Documentation, Manage client..., Business Analysis, Technical Support, Testing, Access, SQL, Training
Education
Saint John's University 2000 — 2003
BS, Computer Science
Morgan Stanley January 2015 - Present
Morgan Stanley July 2012 - Present
Morgan Stanley October 2006 - July 2012
Parley Consulting August 2003 - October 2006
Rhombus-Systems July 2002 - April 2003
Skills
Project Management, Program Management, Visio, Vendor Management, Project Planning, Software Documentation, Manage client..., Business Analysis, Technical Support, Testing, Access, SQL, Training
Education
Saint John's University 2000 — 2003
BS, Computer Science
Hassan Reda's Morgan Stanley Experience April 2013 - September 2014
Job Trade Assistant at Nomura
Industry Financial Services
Experience
Nomura October 2014 - Present
Morgan Stanley April 2013 - September 2014
Brookfield Asset Management December 2010 - December 2012
ePrize April 2008 - July 2009
Walgreens June 2005 - April 2008
Skills
Series 7, Series 63, Fixed Income, Equities, Trading, FX Options, Investments, Bonds, Process Improvement, Hedge Funds, Portfolio Management, Account Reconciliation, Leadership, Bloomberg, Advertising
Education
Sacred Heart University 2001 — 2005
BS, Business, Finance, Marketing
Sacred Heart University
Nomura October 2014 - Present
Morgan Stanley April 2013 - September 2014
Brookfield Asset Management December 2010 - December 2012
ePrize April 2008 - July 2009
Walgreens June 2005 - April 2008
Skills
Series 7, Series 63, Fixed Income, Equities, Trading, FX Options, Investments, Bonds, Process Improvement, Hedge Funds, Portfolio Management, Account Reconciliation, Leadership, Bloomberg, Advertising
Education
Sacred Heart University 2001 — 2005
BS, Business, Finance, Marketing
Sacred Heart University
Travis Davis's Morgan Stanley Experience July 2010 - July 2012
Job Administrator in Training
Industry Hospital & Health Care
Experience
Allied Services Skilled Nursing Center January 2015 - Present
Advanced Surgical Inc. August 2012 - June 2013
Morgan Stanley July 2010 - July 2012
Skills
Derivatives, Financial Analysis, Trading, Series 7, Sales, Options, Management, Investments, Financial Services, Financial Modeling
Education
University of Scranton 2013 — 2015
Master's, Health/Health Care Administration/Management
Saint Joseph's University 2005 — 2009
Finance
Allied Services Skilled Nursing Center January 2015 - Present
Advanced Surgical Inc. August 2012 - June 2013
Morgan Stanley July 2010 - July 2012
Skills
Derivatives, Financial Analysis, Trading, Series 7, Sales, Options, Management, Investments, Financial Services, Financial Modeling
Education
University of Scranton 2013 — 2015
Master's, Health/Health Care Administration/Management
Saint Joseph's University 2005 — 2009
Finance
Charles Alberti's Morgan Stanley Experience April 1996 - March 2007
Job Corporate Vice President at New York Life Sr. Enterprise Architect Enterprise Technology
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
AEGIS Insurance Services May 2010 - 2012
Fidelity Investments 2009 - April 2010
Morgan Stanley April 1996 - March 2007
Shearson Lehman / Smith Barney 1987 - 1996
Skills
Data Modeling, Business Intelligence, IT Strategy, Data Integration, Data Warehousing, Vendor Management, SDLC, Enterprise Architecture, ETL, Requirements Analysis, Program Management, Database Design, Business Analysis, Technical Architecture, Integration Planning, Vendor Relationships, Data Warehouse..., Management Development, Portfolio Management, Information Architecture, Governance, SharePoint, Databases, Systems Analysis, Data Warehouse..., Data Governance, Disaster Recovery, Requirements Gathering, Master Data Management, Business Objects, Integration, Solution Architecture, Software Project...
Education
St. John's University
Bachelor of Science
New York Life Insurance Company December 2012 - Present
AEGIS Insurance Services May 2010 - 2012
Fidelity Investments 2009 - April 2010
Morgan Stanley April 1996 - March 2007
Shearson Lehman / Smith Barney 1987 - 1996
Skills
Data Modeling, Business Intelligence, IT Strategy, Data Integration, Data Warehousing, Vendor Management, SDLC, Enterprise Architecture, ETL, Requirements Analysis, Program Management, Database Design, Business Analysis, Technical Architecture, Integration Planning, Vendor Relationships, Data Warehouse..., Management Development, Portfolio Management, Information Architecture, Governance, SharePoint, Databases, Systems Analysis, Data Warehouse..., Data Governance, Disaster Recovery, Requirements Gathering, Master Data Management, Business Objects, Integration, Solution Architecture, Software Project...
Education
St. John's University
Bachelor of Science
Gregory Voetsch's Morgan Stanley Experience June 2000 - November 2001
Job Operations at Cohanzick Management, LLC
Industry Financial Services
Experience
Cohanzick Management, LLC 2010 - Present
ThomasLloyd Global Asset Management, LLC April 2007 - March 2009
Millennium Brokerage/Madison Trading/Trinity Capital January 2003 - October 2006
Corner Ridge Real Estate & Law Office December 2001 - December 2002
Morgan Stanley June 2000 - November 2001
Skills
Trading, Hedge Funds, Alternative Investments, Investments
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science, Business Management
Cohanzick Management, LLC 2010 - Present
ThomasLloyd Global Asset Management, LLC April 2007 - March 2009
Millennium Brokerage/Madison Trading/Trinity Capital January 2003 - October 2006
Corner Ridge Real Estate & Law Office December 2001 - December 2002
Morgan Stanley June 2000 - November 2001
Skills
Trading, Hedge Funds, Alternative Investments, Investments
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science, Business Management
Kevin Kobs's Morgan Stanley Experience June 2009 - Present
Job Vice President Business Development at TransFirst Merchant Services
Industry Financial Services
Experience
TransFirst Merchant Services January 2013 - Present
Morgan Stanley June 2009 - Present
Morgan Stanley July 2007 - June 2008
Skills
Business Analysis, Metrics Reporting, Fixed Income, Portfolio Management, Program Management, Enterprise Architecture, Financial Modeling, Finance, Management, IT Strategy, Leadership, Business Development, Budgets, Strategy, Wealth Management, Vendor Management
Education
St. John's University 1990 — 1992
MBA, Finance
TransFirst Merchant Services January 2013 - Present
Morgan Stanley June 2009 - Present
Morgan Stanley July 2007 - June 2008
Skills
Business Analysis, Metrics Reporting, Fixed Income, Portfolio Management, Program Management, Enterprise Architecture, Financial Modeling, Finance, Management, IT Strategy, Leadership, Business Development, Budgets, Strategy, Wealth Management, Vendor Management
Education
St. John's University 1990 — 1992
MBA, Finance
Colleen O'Laughlin's Morgan Stanley Experience January 2006 - January 2008
Job Owner, NourishChicago
Industry Food Production
Experience
Kagman High School August 2010 - August 2011
Mutual of Omaha April 2008 - August 2010
Morgan Stanley January 2006 - January 2008
Skills
Microsoft Excel, Process Improvement, Strategic Planning, Customer Service, PowerPoint, Microsoft Office, Marketing, Event Planning
Education
Saint Louis University 2000 — 2004
Marketing
Kagman High School August 2010 - August 2011
Mutual of Omaha April 2008 - August 2010
Morgan Stanley January 2006 - January 2008
Skills
Microsoft Excel, Process Improvement, Strategic Planning, Customer Service, PowerPoint, Microsoft Office, Marketing, Event Planning
Education
Saint Louis University 2000 — 2004
Marketing
Caruai Guerere's Morgan Stanley Experience November 2013 - March 2015
Job Senior Specialist I Customer Service (Billingual Spanish) at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley November 2013 - March 2015
Morgan Stanley August 2012 - November 2013
Morgan Stanley July 2010 - August 2012
Morgan Stanley July 2009 - September 2009
Ernst & Young and ELS Language Center May 2008 - July 2008
Skills
Finance, Teamwork, Risk Management, Banking, Spanish, Fixed Income, Analysis, Retail Banking, Testing, Financial Analysis, Leadership, Financial Services, Risk Mitigation, Recruiting, Campus Recruitment, Residential Mortgages, Mortgage Banking, Financial Risk, Management, Portfolio Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelor in Finance/ CPA, Finance & Accounting
Universidad Católica Andrés Bello 2000 — 2006
Economista, Economia
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley November 2013 - March 2015
Morgan Stanley August 2012 - November 2013
Morgan Stanley July 2010 - August 2012
Morgan Stanley July 2009 - September 2009
Ernst & Young and ELS Language Center May 2008 - July 2008
Skills
Finance, Teamwork, Risk Management, Banking, Spanish, Fixed Income, Analysis, Retail Banking, Testing, Financial Analysis, Leadership, Financial Services, Risk Mitigation, Recruiting, Campus Recruitment, Residential Mortgages, Mortgage Banking, Financial Risk, Management, Portfolio Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelor in Finance/ CPA, Finance & Accounting
Universidad Católica Andrés Bello 2000 — 2006
Economista, Economia
Toros Torosian's Morgan Stanley Experience May 2003 - September 2003
Job Accounting Professional
Industry
Experience
TOROS TOROSIAN June 2008 - November 2009
ConocoPhillips 2007 - 2009
SUNOCO, INC September 2003 - June 2008
MORGAN STANLEY May 2003 - September 2003
D&Z January 1992 - January 2003
DAY & ZIMMERMANN (D&Z) INTERNATIONAL, INC January 1989 - January 2003
D&Z January 1989 - January 1992
UE&C January 1986 - January 1989
Catalytic, Inc January 1982 - January 1986
Catalytic, Inc January 1979 - January 1982
Skills
Forecasting
Education
Saint Joseph's University 1997 — 1999
BSc, Finance
University of Yerevan
M.A, Philology
TOROS TOROSIAN June 2008 - November 2009
ConocoPhillips 2007 - 2009
SUNOCO, INC September 2003 - June 2008
MORGAN STANLEY May 2003 - September 2003
D&Z January 1992 - January 2003
DAY & ZIMMERMANN (D&Z) INTERNATIONAL, INC January 1989 - January 2003
D&Z January 1989 - January 1992
UE&C January 1986 - January 1989
Catalytic, Inc January 1982 - January 1986
Catalytic, Inc January 1979 - January 1982
Skills
Forecasting
Education
Saint Joseph's University 1997 — 1999
BSc, Finance
University of Yerevan
M.A, Philology
Nicholas Imboden's Morgan Stanley Experience June 2011 - August 2011
Job Finance Manager at 2U
Industry E-Learning
Experience
2U September 2013 - Present
Houston ISD August 2012 - June 2013
WyzAnt Tutoring March 2012 - June 2013
Morgan Stanley June 2011 - August 2011
United States Liability Insurance Group January 2011 - May 2011
mySavu Inc. April 2010 - August 2010
Skills
Economics, Finance, Education, Data Analysis, Microsoft Excel, Sales, Public Speaking, Tutoring, Teaching, Financial Analysis, Analysis, Management, Business Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor’s Degree, Finance, Economics, Magna Cum Laude
2U September 2013 - Present
Houston ISD August 2012 - June 2013
WyzAnt Tutoring March 2012 - June 2013
Morgan Stanley June 2011 - August 2011
United States Liability Insurance Group January 2011 - May 2011
mySavu Inc. April 2010 - August 2010
Skills
Economics, Finance, Education, Data Analysis, Microsoft Excel, Sales, Public Speaking, Tutoring, Teaching, Financial Analysis, Analysis, Management, Business Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor’s Degree, Finance, Economics, Magna Cum Laude
Greg Zuar's Morgan Stanley Experience July 2013 - Present
Job Repo Sales Assistant, July 2013 – present at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley July 2012 - July 2013
T. Rowe Price September 2010 - July 2012
COMMERCE ONE FINANCIAL September 2009 - September 2010
Broadridge June 2008 - August 2008
Skills
CFA Level II Candidate, Series 7, Series 63, Fixed Income, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Services, Financial Analysis, Research, Microsoft Office, Asset Management, PowerPoint, Mutual Funds, Data Analysis, Market Research, Equities, Outlook, Microsoft Word, Social Media, Insurance, Interviews, Public Speaking, Marketing, Access
Education
Saint Joseph's University 2005 — 2009
B.A., Major in Finance; minor in Italian (member italian honors society)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Finance, General
Morgan Stanley July 2013 - Present
Morgan Stanley July 2012 - July 2013
T. Rowe Price September 2010 - July 2012
COMMERCE ONE FINANCIAL September 2009 - September 2010
Broadridge June 2008 - August 2008
Skills
CFA Level II Candidate, Series 7, Series 63, Fixed Income, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Services, Financial Analysis, Research, Microsoft Office, Asset Management, PowerPoint, Mutual Funds, Data Analysis, Market Research, Equities, Outlook, Microsoft Word, Social Media, Insurance, Interviews, Public Speaking, Marketing, Access
Education
Saint Joseph's University 2005 — 2009
B.A., Major in Finance; minor in Italian (member italian honors society)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Finance, General
Raoul Lobo's Morgan Stanley Experience May 2009 - July 2009
Job Associate at Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Partners September 2015 - Present
Guggenheim Partners May 2014 - September 2015
Willis Capital Markets & Advisory September 2012 - May 2014
Arch Insurance Group July 2011 - September 2012
St. John's University September 2010 - July 2011
St. John's University September 2007 - September 2010
Morgan Stanley May 2009 - July 2009
Citibank (India) July 2008 - August 2008
Standard Chartered Bank (India) June 2008 - July 2008
Skills
Portfolio Management, Equities, Banking, Risk Management, Qualitative Research, Management, Mergers & Acquisitions, Capital Markets, Strategy, Financial Risk, Hedge Funds, Financial Modeling, Valuation, Investment Banking, Catastrophe Bonds, Structured Finance, Insurance Linked..., Private Equity, LBO, Corporate Finance, DCF Valuation, Financial Institutions, Financial Services, Analysis, Analytical Skills, Creative Strategy, Initiator, Communication, People-oriented, Sales
Education
St. John's University. New York 2010 — 2012
Master of Science, Management of Risk
St. John's University 2006 — 2010
Bachelor o f Science (summa cum laude), Finance
Mallya Aditi International School
St. John's High School, Chandigarh
Century Capital Partners September 2015 - Present
Guggenheim Partners May 2014 - September 2015
Willis Capital Markets & Advisory September 2012 - May 2014
Arch Insurance Group July 2011 - September 2012
St. John's University September 2010 - July 2011
St. John's University September 2007 - September 2010
Morgan Stanley May 2009 - July 2009
Citibank (India) July 2008 - August 2008
Standard Chartered Bank (India) June 2008 - July 2008
Skills
Portfolio Management, Equities, Banking, Risk Management, Qualitative Research, Management, Mergers & Acquisitions, Capital Markets, Strategy, Financial Risk, Hedge Funds, Financial Modeling, Valuation, Investment Banking, Catastrophe Bonds, Structured Finance, Insurance Linked..., Private Equity, LBO, Corporate Finance, DCF Valuation, Financial Institutions, Financial Services, Analysis, Analytical Skills, Creative Strategy, Initiator, Communication, People-oriented, Sales
Education
St. John's University. New York 2010 — 2012
Master of Science, Management of Risk
St. John's University 2006 — 2010
Bachelor o f Science (summa cum laude), Finance
Mallya Aditi International School
St. John's High School, Chandigarh
Conon Green's Morgan Stanley Experience October 2007 - February 2008
Job Controller at Hudson Companies
Industry Real Estate
Experience
Hudson Companies Inc. December 2014 - Present
TVG Partners December 2008 - December 2014
Morgan Stanley October 2007 - February 2008
Credit Suisse September 2003 - October 2007
Resources Global Professionals October 2000 - October 2003
D. E. Shaw & Co. February 1998 - December 1999
Citi July 1995 - October 1997
Deloitte & Touche October 1992 - April 1995
Skills
Management, Financial Analysis, Social Media, Strategy, Auditing, Mergers & Acquisitions, Strategic Planning, Project Management, Business Development, Financial Reporting
Education
St. Bonaventure University 1988 — 1992
BBA, Accounting
Hudson Companies Inc. December 2014 - Present
TVG Partners December 2008 - December 2014
Morgan Stanley October 2007 - February 2008
Credit Suisse September 2003 - October 2007
Resources Global Professionals October 2000 - October 2003
D. E. Shaw & Co. February 1998 - December 1999
Citi July 1995 - October 1997
Deloitte & Touche October 1992 - April 1995
Skills
Management, Financial Analysis, Social Media, Strategy, Auditing, Mergers & Acquisitions, Strategic Planning, Project Management, Business Development, Financial Reporting
Education
St. Bonaventure University 1988 — 1992
BBA, Accounting
Robert Cappelli's Morgan Stanley Experience 2005 - 2007
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Saint Joseph's University
Finance
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Saint Joseph's University
Finance
Jeannine Ali's Morgan Stanley Experience April 2007 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Education
St. Bonaventure University 1980 — 1984
BBA, Accounting
Morgan Stanley April 2007 - Present
Education
St. Bonaventure University 1980 — 1984
BBA, Accounting
Mario Kustera's Morgan Stanley Experience June 2015 - Present
Job Branch Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wells Fargo Advisors February 2012 - May 2015
Merlin Securities May 2008 - July 2011
PEARSON TULCIN WOLFF INC October 2001 - July 2007
Merrill Lynch April 1993 - April 1999
Skills
Securities, Equities, Fixed Income, Options, Hedge Funds, Trading, Middle Office, Prime Brokerage, Institutional, Sell Side, Compliance, Capital Markets, Investments, Customer Relations, Bonds, FX, Settlements, Microsoft Office, Mutual Funds, Private Placements, Equity Trading, Alternative Investments, Stocks, Fixed Income Products, Currency, Back Office, Settlement, DTC, Hedging, Investment Products, Cash, Corporate Actions, Prime, Debt
Education
College of Business Administration 1984 — 1988
Bachelor of Science (BS), Management
St. John's University 1984 — 1988
Bachelor of Science, Business/Managerial Economics
Morgan Stanley June 2015 - Present
Wells Fargo Advisors February 2012 - May 2015
Merlin Securities May 2008 - July 2011
PEARSON TULCIN WOLFF INC October 2001 - July 2007
Merrill Lynch April 1993 - April 1999
Skills
Securities, Equities, Fixed Income, Options, Hedge Funds, Trading, Middle Office, Prime Brokerage, Institutional, Sell Side, Compliance, Capital Markets, Investments, Customer Relations, Bonds, FX, Settlements, Microsoft Office, Mutual Funds, Private Placements, Equity Trading, Alternative Investments, Stocks, Fixed Income Products, Currency, Back Office, Settlement, DTC, Hedging, Investment Products, Cash, Corporate Actions, Prime, Debt
Education
College of Business Administration 1984 — 1988
Bachelor of Science (BS), Management
St. John's University 1984 — 1988
Bachelor of Science, Business/Managerial Economics
Nancy Maisto's Morgan Stanley Experience January 1995 - April 2003
Job Chief Compliance Officer
Industry Financial Services
Experience
SAFRA January 2011 - Present
Gilford Securities May 2010 - January 2011
Gunn Allen Financial April 2003 - May 2010
Morgan Stanley January 1995 - April 2003
Skills
FINRA, Series 7, AML, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Investments, Compliance, Regulatory Reporting, Fund Of Funds, Securities Regulation, Asset Management, Fixed Income, Equities, SEC reporting, Capital Markets, Compliance Management, Corporate Governance, Derivatives, Securities Law, Private Equity, Options, Trading, Risk Management, Due Diligence, Investment Banking, Risk, KYC, Alternative Investments, Internal Controls, Policy, Licensing, Wealth Management, Audit, Corporate Finance, Insurance, Series 63, Venture Capital, Compliance Audits, Internal Audit, IPO, Regulatory Risk, USA PATRIOT Act, OFAC, Bloomberg, Investor Relations, ETFs, Private Banking, Annuities
Education
St. John's University
BS, Accounting / Economics
St. John's University New York
SAFRA January 2011 - Present
Gilford Securities May 2010 - January 2011
Gunn Allen Financial April 2003 - May 2010
Morgan Stanley January 1995 - April 2003
Skills
FINRA, Series 7, AML, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Investments, Compliance, Regulatory Reporting, Fund Of Funds, Securities Regulation, Asset Management, Fixed Income, Equities, SEC reporting, Capital Markets, Compliance Management, Corporate Governance, Derivatives, Securities Law, Private Equity, Options, Trading, Risk Management, Due Diligence, Investment Banking, Risk, KYC, Alternative Investments, Internal Controls, Policy, Licensing, Wealth Management, Audit, Corporate Finance, Insurance, Series 63, Venture Capital, Compliance Audits, Internal Audit, IPO, Regulatory Risk, USA PATRIOT Act, OFAC, Bloomberg, Investor Relations, ETFs, Private Banking, Annuities
Education
St. John's University
BS, Accounting / Economics
St. John's University New York
James Maguire's Morgan Stanley Experience March 2005 - January 2012
Job BA/Project Management at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Bank of Montreal February 2014 - May 2015
Barclays August 2013 - February 2014
Morgan Stanley March 2005 - January 2012
Morgan Stanley September 1997 - March 2005
Skills
Derivatives, Middle Office, Financial Services, Change Management, Equities, Series 7, Trading, Series 63, Fixed Income, Capital Markets, Financial Modeling
Education
Saint Bonaventure University 1984 — 1988
BS, Business Management
UBS May 2015 - Present
Bank of Montreal February 2014 - May 2015
Barclays August 2013 - February 2014
Morgan Stanley March 2005 - January 2012
Morgan Stanley September 1997 - March 2005
Skills
Derivatives, Middle Office, Financial Services, Change Management, Equities, Series 7, Trading, Series 63, Fixed Income, Capital Markets, Financial Modeling
Education
Saint Bonaventure University 1984 — 1988
BS, Business Management
Ruth Jordan's Morgan Stanley Experience November 2011 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Morgan Stanley Wealth Management November 2011 - Present
Tampa Metro YMCA January 2009 - Present
Merrill Lynch June 2007 - November 2011
Skills
Series 7, Series 63, Equities, Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management
Education
Saint Leo University 2000 — 2002
Master's degree, Business Administration and Management, General
University of South Florida 1998 — 2000
Bachelor of Arts (B.A.), Psychology
Morgan Stanley November 2011 - Present
Morgan Stanley Wealth Management November 2011 - Present
Tampa Metro YMCA January 2009 - Present
Merrill Lynch June 2007 - November 2011
Skills
Series 7, Series 63, Equities, Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management
Education
Saint Leo University 2000 — 2002
Master's degree, Business Administration and Management, General
University of South Florida 1998 — 2000
Bachelor of Arts (B.A.), Psychology
Nicholas Lopilato's Morgan Stanley Experience August 2014 - October 2014
Job Morgan Stanley
Industry Higher Education
Experience
Wilson Elser November 2014 - February 2015
Morgan Stanley August 2014 - October 2014
Merrill Lynch January 2014 - June 2014
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Leadership, Time Management, Financial Analysis, Customer Satisfaction
Education
Sacred Heart University 2010 — 2014
Bachelor of Science, Finance
Mahopac High School 2006 — 2010
Diploma
Wilson Elser November 2014 - February 2015
Morgan Stanley August 2014 - October 2014
Merrill Lynch January 2014 - June 2014
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Leadership, Time Management, Financial Analysis, Customer Satisfaction
Education
Sacred Heart University 2010 — 2014
Bachelor of Science, Finance
Mahopac High School 2006 — 2010
Diploma
Robert Stachowiak's Morgan Stanley Experience 2010 - 2011
Job Relationship Banker, Chase Private Client Specialist Assistant Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. December 2011 - Present
Morgan Stanley 2010 - 2011
Education
Saginaw Valley State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics
JPMorgan Chase & Co. December 2011 - Present
Morgan Stanley 2010 - 2011
Education
Saginaw Valley State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics
Gilbert Lobo's Morgan Stanley Experience March 2013 - July 2013
Job Financial Services Professional
Industry Financial Services
Experience
ICAP January 2014 - January 2015
Morgan Stanley March 2013 - July 2013
National Legacy Group March 2012 - October 2012
Gaia Assets March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Markitwire, Trade Capture, ETC, Triana, Harmony, Guibos, Bloomberg Terminal, Microsoft Office
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
ICAP January 2014 - January 2015
Morgan Stanley March 2013 - July 2013
National Legacy Group March 2012 - October 2012
Gaia Assets March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Markitwire, Trade Capture, ETC, Triana, Harmony, Guibos, Bloomberg Terminal, Microsoft Office
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS