Morgan Stanley

Industry: Investment banking company

Description

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org

Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Employees

Employee
Years
Job
Industry
Dave Lucas Dave Lucas San Francisco Bay Area Details
Dave Lucas's Morgan Stanley Experience September 1999 - February 2001
Job Shopping Center Sales Professional
Industry Real Estate
Experience
Capital Pacific of Nevada   May 2014 - Present
Lucas Properties   May 2011 - Present
Capital Pacific  November 2008 - Present
Marcus & Millichap  2002 - 2008
Morgan Stanley   September 1999 - February 2001

Skills
Real Estate Development, Real Estate, Disposition, Brokerage, Property Management, Real Estate Financing, Mergers & Acquisitions, Real Estate Economics, Product Development, Commercial Real Estate, Investments, Investment Properties, Leases, Location Intelligence, Real Estate Transactions, Due Diligence, Corporate Real Estate, 1031 Exchanges, Dispositions

Education
Saint Mary's College of California   1996 — 1999
Business, Finance

Chuck Tracy Chuck Tracy San Francisco Bay Area Details
Chuck Tracy's Morgan Stanley Experience July 2012 - July 2014
Job Asset Management Professional
Industry Financial Services
Experience
Franklin Templeton Investments  December 2014 - Present
Morgan Stanley   July 2012 - July 2014
Franklin Templeton Investments  July 2011 - July 2012
RBI Capital Management   February 2011 - April 2011
VII Peaks Capital LLC   May 2010 - February 2011
PricewaterhouseCoopers  June 2010 - August 2010
Morgan Stanley   June 2008 - August 2008

Skills
Investments, Bloomberg, Equities, Asset Management, Accounting, Financial Analysis, Investment Banking, Mutual Funds, Alternative Investments, Asset Managment, Valuation, Portfolio Management, Securities, Written Communication, Financial Statement..., Asset Allocation, Fixed Income, Investment Strategies, SQL

Education
Saint Mary's College of California   2007 — 2011
Bachelor's degree

St. Mary's College of California   2007 — 2011
BA, Finance, Economics, Summa Cum Laude

Jeff Morin Jeff Morin San Francisco Bay Area Details
Jeff Morin's Morgan Stanley Experience 1997 - 2005
Job Client Manager Top Client Group American Express OPEN
Industry Financial Services
Experience
American Express OPEN  March 2014 - Present
Salesforce.com  April 2011 - September 2013
Wells Fargo Advisors  February 2008 - November 2010
Lehman Brothers  June 2005 - February 2008
Morgan Stanley   1997 - 2005
Fox Sports  August 1996 - October 1999
Wells Capital Management  1993 - 1997

Skills
Portfolio Management, Investments, Salesforce.com, Series 7, Asset Managment, Securities, Trading, Capital Markets, Business Strategy, Investor Relations, Business Development, Management, Solution Selling, Executive Management, Corporate Finance, Leadership, Financial Services, Start-ups, Finance, Competitive Analysis, Cold Calling, Venture Capital, Analytics, Fixed Income, Treasury Management, Cash Management, CRM, Strategic Financial..., Wealth Management, SaaS, Sales Management, Sales, Sales Process, Strategy, Cloud Computing, Sales Operations, Mergers & Acquisitions

Education
University of California, Berkeley - Walter A. Haas School of Business   1987 — 1989
Business Administration, Finance

Saint Mary's College of California   1985 — 1987

Matt Seiter Matt Seiter San Francisco Bay Area Details
Matt Seiter's Morgan Stanley Experience March 2011 - April 2014
Job Vice President investment banking
Industry Financial Services
Experience
Goldman Sachs  June 2014 - Present
Morgan Stanley   March 2011 - April 2014
Deutsche Bank  August 2007 - March 2011
Bear Stearns  2005 - 2007

Skills
Investment Banking, Valuation, Financial Modeling, Equities, Capital Markets, M&A experience, Corporate Finance, Hedge Funds, LBO, Equity Research, Fixed Income, Private Equity, Bloomberg, Equity Valuation, Emerging Markets, DCF, Alternative Investments, Venture Capital, Equity Capital Markets, Corporate Development, Mergers

Education
Saint Louis University
Bachelor of Business Administration (B.B.A.), Finance & Accounting

Joe Fisch Joe Fisch San Francisco Bay Area Details
Joe Fisch's Morgan Stanley Experience June 2005 - August 2005
Job Senior Manager of FP&A at Ghirardelli Chocolate Company
Industry Accounting
Experience
Ghirardelli Chocolate Company  October 2014 - Present
PricewaterhouseCoopers  July 2012 - September 2014
PwC  September 2010 - June 2012
PricewaterhouseCoopers  September 2007 - August 2010
Morgan Stanley   June 2005 - August 2005

Skills
US GAAP, Internal Controls, Due Diligence, Mergers, Mergers & Acquisitions, Assurance, Sarbanes-Oxley Act, Auditing, Accounting, GAAP, CPA, IFRS, SEC filings, Revenue Recognition, Big 4, External Audit

Education
Saint Mary's College of California   2003 — 2007
BS, Accounting

David Weis, M.B.A. David Weis, M.B.A. Greater St. Louis Area Details
David Weis, M.B.A.'s Morgan Stanley Experience February 2007 - July 2008
Job President & Founder of F5 Advisors, Investment Advisor Representative
Industry Financial Services
Experience
F5 Advisors   January 2013 - Present
Legacy Asset Management of St. Louis   January 2009 - December 2012
Woodbury Financial Services  August 2008 - December 2008
Morgan Stanley   February 2007 - July 2008
UPS  May 2000 - May 2001
UPS  March 1998 - April 2000
UPS  May 1997 - February 1998
UPS  June 1995 - May 1997
UPS  June 1992 - May 1995
UPS  August 1984 - May 1992

Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Income, Investment Management, College Funding..., Wealth Accumulation..., Tax Advantaged..., Financial Consulting, Business Retirement..., Hedging, Options Strategies, Second Opinion Analysis, Portfolio Assessment, Portfolio Management, Portfolio Performance..., Risk Analysis, Value Investing, Fundamental Analysis, Business Analysis, Investment Income..., Tax Advantaged..., Investment Strategies, Financial Planning, Financial Advisory, Retirement, Customer Service

Education
Saint Louis University   1990 — 1993
Master of Business Administration (MBA), International Business

University of Missouri-Saint Louis   1985 — 1989
Bachelor of Science (BS), Business Finance

Colin Exelby Colin Exelby Towson, Maryland Details
Colin Exelby's Morgan Stanley Experience June 2000 - September 2009
Job President & Founder Celestial Wealth Management
Industry Financial Services
Experience
Celestial Wealth Management   September 2009 - Present
Morgan Stanley   June 2000 - September 2009

Skills
Wealth Management, Risk Management, Portfolio Management, Securities, Financial Services, Uniform Combined State..., Finance, Business Strategy, Hedge Funds

Education
Salisbury University   1996 — 2000
BS, Finance and Economics

East Grand Rapids

East Grand Rapids High School

Alicia LeDuc Alicia LeDuc Portland, Oregon Area Details
Alicia LeDuc's Morgan Stanley Experience January 2006 - June 2009
Job Law Clerk at Mercy Corps
Industry Legal Services
Experience
Mercy Corps  September 2015 - Present
Mercy Corps  May 2015 - August 2015
Washington State Department of Commerce  November 2011 - June 2014
Benedictine Sisters of St. Agnes Chipole   July 2011 - October 2011
Sustainability in Prisons Project / The Evergreen State College   June 2010 - July 2011
The Evergreen State College  October 2010 - June 2011
Washington State Institute for Public Policy  May 2010 - June 2010
Apprisen Financial Advocates  June 2009 - May 2010
Morgan Stanley   January 2006 - June 2009

Skills
Research, Community Development, Public Speaking, Community Outreach, Public Policy, Grant Writing, Event Planning, Program Evaluation, Policy, Sustainability, Program Management, Report Writing, Project Coordination, Legal Writing, Policy Research, Financial Analysis, Legal Research, Financial Education, Impact Investing, International Joint..., Emotional Intelligence, Cross-cultural Teams, Team Research, Client Relations

Education
Willamette University College of Law   2014 — 2017
Juris Doctor (J.D.), Business Law, Litigation, Securities, Corporate Governance

The Evergreen State College   2009 — 2011
Master of Public Administration (MPA), Concentration in Government and Non-Profit Administration

Saint Martin's University   2005 — 2009
Bachelor of Business Administration (BBA), Concentration in Finance

W.F. West

Megan Whalen Megan Whalen Greater Boston Area Details
Megan Whalen's Morgan Stanley Experience November 2000 - 2005
Job CSS at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  June 2005 - Present
Morgan Stanley   November 2000 - 2005
American Hockey League  January 1999 - November 2000

Skills
Series 7, Series 63, FINRA, Client Services, Salesforce.com

Education
Saint Michael's College   1994 — 1998
Bachelor of Science, Business Administration

Krista Hertzog Krista Hertzog Greater Los Angeles Area Details
Krista Hertzog's Morgan Stanley Experience April 2009 - September 2009
Job Sales Associate / Project Manager at Jewel Box Platinum Inc.
Industry Real Estate
Experience
Jewel Box Platinum Inc.  October 2014 - Present
Main Street Realtors  January 2014 - January 2015
Keller Williams Realty  June 2012 - January 2014
Hertzog Eye Care   April 2010 - September 2010
Morgan Stanley   April 2009 - September 2009

Skills
Real Estate, Sales, Social Media, Social Networking, New Business Development, Marketing, Social Media Marketing, Market Analysis, Lead Generation, Public Speaking, Historical..., Reading Comprehension, Blogging, Music, WordPress, Online Advertising, Art History, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Mac OS, Customer Service, Inventory Management, Time Management

Education
St. Mary's College of California   2008 — 2012
Bachelor of History

CEA Global Campus   2009 — 2010
History/Art History, Semester Abroad

Wilson High School   2004 — 2008

John (Jack) Luby Jr John (Jack) Luby Jr Greater St. Louis Area Details
John (Jack) Luby Jr's Morgan Stanley Experience 2002 - 2008
Job Account Vice President at UBS
Industry Financial Services
Experience
UBS  2011 - Present
Merrill Lynch  2008 - 2011
Morgan Stanley   2002 - 2008

Education
Saint Louis University   1998 — 2002
B.S., Finance

Emily Cohn Emily Cohn Washington D.C. Metro Area Details
Emily Cohn's Morgan Stanley Experience March 2013 - Present
Job LSG Stock Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   March 2013 - Present
ICMA-RC  March 2012 - March 2013
Doggywalker.com  November 2011 - March 2012
Wunderlich Securities  June 2011 - October 2011
BesTemps   January 2011 - May 2011
Salisbury University  September 2010 - May 2011
Salisbury University  September 2010 - December 2010
Salisbury University  January 2010 - January 2010
Salisbury University  August 2009 - August 2009
Moyaone Community Pool   June 2005 - September 2008

Skills
Microsoft Office, Google Docs, PeopleSoft, BD Vision, BlueMatrix

Education
Salisbury   2007 — 2011
for Bachelor of Science, Finance, Management; Finance, and Information Systems

Salisbury University   2007 — 2011
Bachelor of Science, Finance and Managment

Salisbury University - Perdue School of Business   2007 — 2011
Bachelor of Science, Finance and Managment

Queen Anne School   2000 — 2007

Craig Hopmann Craig Hopmann Baltimore, Maryland Area Details
Craig Hopmann's Morgan Stanley Experience April 2008 - November 2009
Job Senior Analyst at Constellation Energy
Industry Oil & Energy
Experience
Constellation Energy  October 2012 - Present
Constellation Energy Commodities Group  March 2012 - October 2012
Constellation Energy Commodities Group  November 2009 - February 2012
Morgan Stanley   April 2008 - November 2009

Skills
Commodities, Energy Trading, Commodity, Hedging, Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Financial Modeling, Natural Gas, Power Trading, Microsoft Excel, Commodity Markets

Education
Loyola University Maryland   2014 — 2016
Master of Business Administration (M.B.A.), Finance

Salisbury University
Bachelor of Science (BS), Finance

Arturo Domingo Arturo Domingo Princeton, New Jersey Details
Arturo Domingo's Morgan Stanley Experience 2005 - 2011
Job Project Manager at MacDonaldBedford LLC
Industry Financial Services
Experience
MacDonald-Bedford LLC  November 2014 - Present
New York Life Insurance Company  December 2012 - August 2014
Morgan Stanley   2005 - 2011
Morgan Stanley   2000 - 2005
Morgan Stanley   1997 - 2000
Morgan Stanley   1991 - 1997

Skills
Series 7, Equities, Fixed Income, Capital Markets, Bloomberg, Series 63, Trading, Electronic Trading, Derivatives, Asset Managment, Alternative Investments, Securities, Financial Markets, Investments, Mutual Funds, Options, Structured Products, Wealth Management, FINRA, Bloomberg Terminal

Education
St. Peter's College   1989 — 1996
BS, Business; Finance

Jeffrey Szabo Jeffrey Szabo Greater New York City Area Details
Jeffrey Szabo's Morgan Stanley Experience November 2014 - April 2015
Job Manager of Financial Planning at AmTrust Financial Services, Inc. (AFSI)
Industry Banking
Experience
AmTrust Financial Services, Inc. (AFSI)   April 2015 - Present
Morgan Stanley   November 2014 - April 2015
Tullett Prebon  May 2014 - November 2014
Tower Group Companies  November 2012 - May 2014
Tower Group Companies  February 2011 - October 2012

Skills
Access, Project Management, Vendor Management, Process Improvement, Insurance, Microsoft Excel, Project Planning, MS Project, PowerPoint, Customer Service, Visio, Microsoft Word, Risk Management, Analysis, Budgets, Program Management, Business Analysis, IT Management

Education
Saint Peter's University   2012 — 2017
Master of Business Administration (MBA), Information Technology & Finance

William Paterson University of New Jersey   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

Sean Tierney Sean Tierney Boise, Idaho Details
Sean Tierney's Morgan Stanley Experience January 2005 - August 2011
Job Vice President International Sales at Clearwater Advisors, LLC
Industry Financial Services
Experience
Clearwater Advisors, LLC  September 2015 - Present
HavenBrook Homes  July 2013 - April 2015
Sylvan Road Capital, LLC   August 2012 - July 2013
Mckinley capital partners   November 2011 - April 2012
MF Global  August 2011 - November 2011
Morgan Stanley   January 2005 - August 2011

Skills
Series 7, Fixed Income, Series 63, Bloomberg, Bonds, Securitization, Loans, Asset Management, Equities, Private Equity, Capital Markets, Portfolio Management, Valuation, Real Estate Transactions

Education
St. Mary's College of California   2001 — 2002
Bachelor's Degree, Business Administration and Management, General

University of San Diego   1997 — 2000

Francisco Clavijo Francisco Clavijo Greater New York City Area Details
Francisco Clavijo's Morgan Stanley Experience December 2007 - January 2013
Job Business Analyst at Nasdaq
Industry Financial Services
Experience
Nasdaq  May 2015 - Present
Solo Capital   September 2014 - April 2015
Julius Baer  February 2014 - June 2014
Capco  February 2013 - October 2013
Morgan Stanley   December 2007 - January 2013
Morgan Stanley   April 2006 - December 2007
Neuberger Berman  March 2003 - March 2006

Skills
Series 7, Series 63, Series 6, Fluent Spanish, Attribution, Portfolio Management, Investments, Analysis, Securities, Banking, Financial Risk, Financial Analysis, Capital Markets, Mutual Funds, Alternative Investments

Education
CORNELL UNIVERSITY, Johnson Graduate School of Management   2009 — 2011
MBA, Corporate Finance & Strategy

Saint Peter's University   2007 — 2008
MS, Accounting

University of New Hampshire -- Peter T. Paul College of Business and Economics   1997 — 2002
BS, Finance

Westfield High School   1993 — 1997

Troy Mooyoung Troy Mooyoung Greater Chicago Area Details
Troy Mooyoung's Morgan Stanley Experience January 2012 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2012 - Present
Morgan Stanley   December 2009 - Present
Morgan Stanley   October 2006 - December 2009
Morgan Stanley   August 2004 - October 2006

Skills
New Business Development, Strategic Leadership, Aeronautics, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Management, Investments, Retirement, Asset Allocation, Annuities, Portfolio Management, Equities, Investment Advisory, Financial Services, Finance

Education
Saint Louis University
Aeronautics, B.A.

Kelsey Mckown Kelsey Mckown Ellicott City, Maryland Details
Kelsey Mckown's Morgan Stanley Experience January 2015 - Present
Job Business Analyst
Industry Accounting
Experience
Morgan Stanley   January 2015 - Present
Appropriations Board for Salisbury University   January 2012 - December 2014
Morgan Stanley   June 2014 - August 2014
Sports International  June 2013 - August 2013
Perdue School of Business   August 2012 - May 2013
Morgan Stanley   June 2012 - August 2012
Vivid Marketing, Inc.   June 2011 - August 2011

Skills
Marketing, Accounting, Sales, Microsoft Office, PowerPoint, Leadership, Community Outreach, Budgets, Account Reconciliation, Microsoft Excel, Teamwork, Microsoft Word, Financial Analysis, Time Management

Education
Salisbury University   2010 — 2014

Errol Jattan Errol Jattan Jersey City, New Jersey Details
Errol Jattan's Morgan Stanley Experience 1999 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial  2004 - 2012
Prudential Financial  2002 - 2004
Prudential Financial  2001 - 2002
Morgan Stanley   1999 - 2000
AICPA  1998 - 1998
PaineWebber  1997 - 1997
Brooklyn Tool & Machine Co. Inc.   1996 - 1996
Shoppers Charge Accounts, Division of HUBCO   1994 - 1995

Skills
Mutual Funds, Investments, Trading, Securities, Customer Service, Process Improvement, Accounting, Equities, Risk Management, Training, Account Reconciliation, Operational Excellence, Management, Financial Services, Financial Analysis, Banking, Insurance, Strategic Financial..., Asset Management, Retirement Planning, Fixed Income, Reports, Problem Solving, SOP development, Financial Operations, ACATS, Research, Quality Assurance, Bookkeeping, Midas, Windows, DST, Lotus Notes, CRM, QuickBooks, Microsoft Office, Rumba, Finance

Education
RC Career Institute   2013 — 2014
Certificate of Completion, Business Administration & Computerized Bookkeeping Professional

Saint Peter's University   1994 — 1999
Bachelor of Science (BS), Mathematics and Computer Science

Kamila Lanewala Kamila Lanewala Baltimore, Maryland Details
Kamila Lanewala's Morgan Stanley Experience January 2011 - October 2014
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2011 - October 2014
Merrill Lynch  August 2009 - December 2009

Skills
VBA, Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Peachtree, Investments, Accounting, Account Reconciliation, Insurance, Management, Banking, Financial Analysis, Equities, Finance, Bonds, Financial Modeling, Financial Services, Risk Management

Education
Salisbury University - Perdue School of Business   2007 — 2010
Bachelors, Corporate Finance

Salisbury University   2006 — 2010
Bachelor's degree, Biology, General

Jenna Carroll Jenna Carroll Greater Boston Area Details
Jenna Carroll's Morgan Stanley Experience 1998 - 1999
Job SVP, CFP and Financial Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  July 1999 - Present
Merrill Lynch  January 2011 - Present
Banc of America Investments  July 1999 - October 2009
Morgan Stanley   1998 - 1999
Gruntal  1994 - 1998

Skills
Comprehensive Wealth..., Alternative Investments, Retirement Income..., Financial Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Securities, Uniform Combined State..., Retirement Planning, ETFs, Fixed Income, Asset Managment, Investment Advisory, Investment Strategies, FINRA

Education
The American College   2007 — 2008
CFP, Certified Financial Planner

University of Massachusetts, Amherst   1997 — 2000
MBA, Finance

Saint Michael's College   1988 — 1992
BS, Business Management

Sheena Moore Sheena Moore San Francisco Bay Area Details
Sheena Moore's Morgan Stanley Experience January 2015 - Present
Job Operational Risk Management
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present
Charles Schwab  June 2013 - January 2015
Bank of the West  August 2012 - June 2013
Bank of the West  June 2008 - August 2012
Bank of the West  May 2003 - June 2008
Deloitte  May 1995 - December 2000
Franchise Tax Board  January 1993 - April 1995

Skills
Internal Audit, Operational Risk..., Financial Regulation, Regulatory Requirements, Basel II, Operational Risk, Risk Management

Education
Saint Mary's College of California
Master of Business Administration (M.B.A.)

Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration

Andrew Trabucco PMP, MBA Andrew Trabucco PMP, MBA Greater New York City Area Details
Andrew Trabucco PMP, MBA's Morgan Stanley Experience February 2000 - August 2004
Job Vice President Project Manager Global Security and Investigation at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  September 2013 - Present
J.P. Morgan   July 2010 - August 2013
JP Morgan  June 2009 - July 2010
Citigroup  May 2005 - June 2009
Fiserv  August 2004 - May 2005
Morgan Stanley   February 2000 - August 2004
Prudential Financial  May 1998 - February 2000
Morgan Stanley   February 1997 - May 1998
Japan Leasing Inc.   September 1995 - December 1996
Chase Manhattan Corporation  November 1993 - July 1995

Skills
Business Analysis, Fixed Income, Equities, Financial Services, Derivatives, Securities, Asset Management, Hedge Funds, Program Management, Process Improvement, Mutual Funds, Investments, Alternative Investments, Trading, Outsourcing, Management, Due Diligence, Finance, Middle Office, User Acceptance Testing

Education
Saint Peter's University   2007 — 2010
MBA, Finance

Stony Brook University   1988 — 1992
BA, Economics and Social Sciences Interdisciplinary

New Dorp High School   1984 — 1987

Sean Glennon Sean Glennon Greater New York City Area Details
Sean Glennon's Morgan Stanley Experience 1996 - 2013
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2015 - Present
Morgan Stanley   1996 - 2013
Salomon Brothers  1985 - 1996
Morgan Stanley   1983 - 1985

Education
Saint Peter's University
Master of Business Administration (MBA), Management Information Systems and Services

Saint Peter's University
Bachelor's Degree, Business Management / Accounting

Brian Chupek Brian Chupek Salisbury, Maryland Details
Brian Chupek's Morgan Stanley Experience August 2014 - Present
Job Intern at Generations Financial Advisors Inc.
Industry Financial Services
Experience
Morgan Stanley   August 2014 - Present
Salisbury University Student Investment Fund   January 2014 - May 2014
Generations Financial Advisors Inc.   May 2013 - May 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Time Management, Accounting, Access, Social Media, Public Speaking, Research, Leadership, Financial Modeling, Finance, Social Networking, Facebook, Financial Accounting, Investments, Bloomberg

Education
Salisbury University   2009 — 2014
Finance-Investments

Michael J. Bettigole Michael J. Bettigole Greater New York City Area Details
Michael J. Bettigole's Morgan Stanley Experience March 2000 - April 2001
Job Global Head Of Infrastructure Program Office
Industry Financial Services
Experience
iUniverse  September 2014 - Present
Millennium Partners  March 2014 - Present
Roark Management   November 1998 - Present
Citigroup  September 2007 - December 2013
ManageVision, Inc.   March 2006 - April 2013
JPMorganChase  June 2003 - September 2007
Deutsche Bank  September 2001 - May 2003
Morgan Stanley   March 2000 - April 2001
MetLife  February 1998 - September 1998
Weil Gotshal & Manages LLP   September 1992 - June 1995

Skills
Infrastructure Projects, Customer Relations, Client Services, Risk Management, Service Delivery, Re-engineering, Global Delivery, Global Operations, Portfolio Management, Financial Control, Financial Services, Infrastructure, Customer Service, Program Management, Cross-functional Team..., ITIL, Strategy, Financial Audits, IT Service Management, IT Strategy, Project Management, SDLC, Management, PMP, Outsourcing, PMO, Governance, Data Center, System Deployment, Vendor Management, Business Intelligence, Leadership, Project Delivery, Resource Management, Project Planning, Analysis, Project Portfolio..., CRM, Compliance, Mergers & Acquisitions, Business Continuity, Consulting, Business Process, Information Technology, Enterprise Architecture, Business Process..., Executive Management, Business Process..., Disaster Recovery, Integration

Education
St. Peter's College   1986 — 1991
BS, History / Business Management

Adrian Tombini Adrian Tombini Baltimore, Maryland Details
Adrian Tombini's Morgan Stanley Experience March 2014 - Present
Job Equity Operations Analyst Institutional Securities Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   March 2014 - Present
NewDay USA  September 2013 - February 2014
Salisbury University's Investment Fund   January 2013 - May 2013
Best Buy  October 2012 - March 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012
Data Networks  June 2010 - January 2012
Dunkin Donuts  July 2008 - July 2009

Skills
Microsoft Office, Customer Service, Analysis, Management, Finance, Business Analysis, Research, Financial Analysis, Financial Modeling, Project Management, Time Management, Sales, Accounting, Loan Structuring, Risk Management

Education
Salisbury University - Perdue School of Business   2009 — 2013
Bachelor's degree, Finance Major - Investments, Graduated

Brad Pitlyk Brad Pitlyk Saint Louis, Missouri Details
Brad Pitlyk's Morgan Stanley Experience May 2013 - October 2014
Job Student at Saint Louis University
Industry Financial Services
Experience
Midwest Regional Bank  June 2015 - Present
Saint Louis University  August 2011 - April 2015
Morgan Stanley   May 2013 - October 2014
Morgan Stanley Wealth Management  May 2013 - September 2013

Skills
Leadership, Financial Analysis, Finance, Financial Advisory, Work Ethic, Highly Dedicated

Education
Saint Louis University   2011 — 2015

Nardeo Ganesh Nardeo Ganesh Greater New York City Area Details
Nardeo Ganesh's Morgan Stanley Experience April 1997 - May 1998
Job Vice President The Depository Trust and Clearing Corporation (DTCC)
Industry Financial Services
Experience
Depository Trust and Clearing Corporation  July 2008 - Present
Citi  March 2005 - July 2008
Depository Trust and Clearing Corporation  May 1998 - March 2005
Morgan Stanley   April 1997 - May 1998
Bankers Trust Company  1990 - 1997

Skills
Securities, Equities, Fixed Income, Prime Brokerage, Financial Services, Tax, Corporate Actions, Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Investment Banking, Settlement, Portfolio Management, Series 7, Financial Risk, Bonds, Bloomberg, Middle Office, Back Office, Mutual Funds, Asset Management, Operational Risk, FX Options, Options, AML, Financial Markets, Trading Systems, Swaps, Securities Lending, Global Custody, Equity Derivatives, Credit Derivatives

Education
Saint Peter's University
Bachelor of Science, Economics and Finance

Nick Armiger Nick Armiger Belmar, New Jersey Details
Nick Armiger's Morgan Stanley Experience 2004 - 2005
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC  January 2015 - Present
New York Life Insurance Company  January 2015 - Present
ICMA-RC  2006 - 2014
Morgan Stanley   2004 - 2005
American Express Financial Advisors  2003 - 2004

Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits

Education
Salisbury University   2000 — 2003
Bachelor of Arts (B.A.), Communication, General

Salisbury University   1998 — 2003
Bachelor of Arts (B.A.)

Kate Derzhavin Kate Derzhavin Fair Lawn, New Jersey Details
Kate Derzhavin's Morgan Stanley Experience August 1999 - April 2001
Job Director IT at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  March 2013 - Present
UBS Wealth Management  March 2007 - February 2013
UBS Wealth Management  April 2001 - March 2007
Morgan Stanley   August 1999 - April 2001

Skills
Sybase, SDLC, Business Analysis, COBOL, Software Project..., Vendor Management, IT Management, SQL, Change Management, Visio, DB2, Serena Changeman, SPUFI, TSO, VSAM, CICS, Mainframe, XML, Software Development, Requirements Analysis, Data Warehousing, Disaster Recovery, Enterprise Architecture, IT Strategy, Production Support, Trading Systems, JCL

Education
Saint Petersburg State Electrotechnical University "LETI"

Victor Dvortsov Victor Dvortsov Greater New York City Area Details
Victor Dvortsov's Morgan Stanley Experience May 2010 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   May 2010 - Present
UBS  February 2006 - June 2010
PacifiCorp  January 2002 - January 2006
Enron  October 2001 - December 2001

Skills
Analysis, Analytics, Commodity, Data Analysis, Financial Risk, Fixed Income, Forecasting, Gas, Hedging, Options, Petroleum, Quantitative Finance, Risk Management, VAR, Valuation

Education
The University of Chicago   2006 — 2008
MS, Financial Mathematics

Stony Brook University   1992 — 1998
Ph.D., Atmospheric Science

Sankt-Peterburgskij Gosudarstvennyj Universitet
MS, Mathematical Physics

Issac Fang Issac Fang Greater New York City Area Details
Issac Fang's Morgan Stanley Experience July 2012 - Present
Job Morgan Stanley Firmwide Sourcing
Industry Financial Services
Experience
Morgan Stanley   July 2012 - Present
ISM-New York   2012 - Present
Credit Suisse  August 2010 - July 2012
Citi Group  2008 - August 2010
AXA Equitable  2005 - 2008
UPS  2004 - 2005

Skills
Strategic Sourcing, Procurement, Contract Negotiation, Vendor Management, Supply Management, Process Improvement, Outsourcing, Sourcing, Supply Chain, Business Process..., Strategy, Supply Chain Management, Contract Management, Global Sourcing, Negotiation, Change Management, Cross-functional Team..., Risk Management, Program Management, Analysis, E-procurement, Management, Business Analysis, Business Strategy, Forecasting, Six Sigma, Operations Management

Education
Lean Six Sigma Green Belt

Saint Louis University
Master of Business Administration (MBA)

University of Wisconsin-Madison
BS, Economics-Math Emphasis

Lino Amaral Lino Amaral Dublin, California Details
Lino Amaral's Morgan Stanley Experience March 1998 - January 2001
Job Executive Vice President / CEO at LusoAmerican Life Insurance Society
Industry Financial Services
Experience
Luso-American Life Insurance Society   June 2012 - Present
J. Rockcliff Realtors  March 2010 - June 2012
Gift Baskets By Design   June 1995 - January 2011
Vertice  June 2005 - June 2007
National City Mortgage  2001 - 2005
Morgan Stanley   March 1998 - January 2001
Accountants Executive Search   1996 - 1998
Medallion Mortgage  September 1989 - October 1996

Skills
Sales, Real Estate, Foreclosures, Short Sales, Referrals, Strategic Planning, REO, Finance, Marketing, Investors

Education
St. Mary's College of California   1985 — 1989
BS, Business Administration & Economics

University of California, Davis   1984 — 1986

John T. Lynch, Jr. John T. Lynch, Jr. Scottsdale, Arizona Details
John T. Lynch, Jr.'s Morgan Stanley Experience September 2001 - November 2004
Job Senior Investment BankerHJ Sims
Industry Investment Banking
Experience
Herbert J. Sims & Co., Inc. (HJ Sims)   August 2014 - Present
Trident Capital Holdings, LLC   June 2012 - Present
Lawson Financial Corporation   April 2009 - August 2014
Trouver Capital Partners, LLC   January 1990 - June 2012
Merrill Lynch  November 2004 - December 2008
Morgan Stanley   September 2001 - November 2004

Skills
Real Estate, Mergers & Acquisitions, Investments, Corporate Finance, Venture Capital, Finance, Corporate Law, Business Strategy, Investment Banking, Banking, Management, Securities, Restructuring, Real Estate Development, Financial Services

Education
Saint Louis University School of Law
J.D., Law

University of Pennsylvania - The Wharton School
M.B.A., Finance

LaSalle University, Philadelphia, PA
B.A., Industrial Relations and Political Science

LaSalle College High School, Philadelphia, PA
College Preparatory

Yuri Shenderov Yuri Shenderov Greater New York City Area Details
Yuri Shenderov's Morgan Stanley Experience April 2015 - Present
Job Software Develop at Financial Institutions
Industry Information Technology and Services
Experience
Morgan Stanley   April 2015 - Present
Bank of America  August 2013 - May 2015
Wells Fargo Securities  November 2012 - August 2013
FactSet Research Systems  October 2009 - October 2012
Bloomberg LLP  July 2007 - October 2009
MorganStanley  August 2006 - July 2007
BAXL, former Merlot Communications   August 2000 - August 2006
Lanoptics   1998 - 1999

Skills
Multithreading, Perl, C++, Unix, C#, Linux, .NET, Software Development, STL, Software Engineering, JavaScript

Education
Military Academy of Artillery   1986 — 1988
MS, Applied Math & CS

Saint Petersburg State University   1980 — 1986
MS, Applied Math & CS

30ka Sankt Petersburg   1978 — 1980

Abigail Reyes Abigail Reyes Greater New York City Area Details
Abigail Reyes's Morgan Stanley Experience September 2007 - February 2008
Job Accounts Payable Associate at Baublebar
Industry Accounting
Experience
BaubleBar Inc.  November 2014 - Present
Valley Hosptial   August 2012 - Present
BP  August 2008 - July 2010
Morgan Stanley   September 2007 - February 2008
ADP  November 2004 - February 2007
Creative Home Owner,   July 2004 - November 2004

Skills
Accounts Payable, Account Reconciliation, Accounting, Finance, General Ledger, Invoicing, Journal Entries, Variance Analysis

Education
Saint Peter's University   1999 — 2003
Bachelor of Science, Computer Science- MIS

Abigail Hunter-Syed Abigail Hunter-Syed Greater New York City Area Details
Abigail Hunter-Syed's Morgan Stanley Experience April 2015 - Present
Job Operational Risk Consultant at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley   April 2015 - Present
Von Essen Consulting   November 2013 - November 2014
The Boston Consulting Group  June 2012 - May 2013
World Trade Organization  October 2011 - April 2012
United Nations Environment Programme Finance Initiative  July 2011 - October 2011
International Centre for Trade and Sustainable Development  January 2011 - July 2011
WorldBrain, LLC   October 2009 - September 2010
Independent  August 2007 - July 2009

Skills
Operational Planning, Risk Assessment, Process Optimization, Corporate Governance, International Trade, Sustainability, International..., Analysis, Sustainable Development, Research, Policy Analysis, International Relations, Economic Research, Business Development, Communication, Consulting, Management, Business Strategy, Financial Services, Strategic Planning, Public Policy, Project Management

Education
International University in Geneva   2010 — 2011
Masters

University of Rochester   2003 — 2007
BA

Saint Petersburg State University

Jaran Manzanet Jr Jaran Manzanet Jr Greater New York City Area Details
Jaran Manzanet Jr's Morgan Stanley Experience March 2012 - January 2013
Job Banking Professional
Industry Banking
Experience
Morgan Stanley   March 2012 - January 2013
Bank of America / Merrill Lynch  1996 - January 2011

Skills
Derivatives, Fixed Income, Capital Markets, Equities, Securities, Hedge Funds, Banking, Investment Banking, Prime Brokerage, Portfolio Management, Series 7, Bloomberg, Options, Financial Services, Electronic Trading, Back Office, Structured Products, Middle Office, Equity Derivatives, FX Options, Securities Lending, Series 63, Bonds

Education
Saint Peter's University   2013 — 2015
Master of Business Administration (M.B.A.)

SUNY New Paltz   1984 — 1989
B.S., Finance

Jennifer Hazlewood Jennifer Hazlewood San Francisco Bay Area Details
Jennifer Hazlewood's Morgan Stanley Experience June 2004 - June 2006
Job Advertising Operations Manager at mNectar
Industry Marketing and Advertising
Experience
mNectar  September 2014 - Present
TMC Financing  November 2012 - September 2014
TMC Financing  January 2011 - November 2012
TMC Financing  June 2009 - January 2011
C&T Publishing  May 2009 - August 2009
Kids Culinary Adventures   May 2008 - August 2008
Morgan Stanley   June 2004 - June 2006

Education
St. Mary's College of California   2006 — 2010
B.S.E, Business Administration; Marketing and Finance

IAU Le Centre D'Aix-en-Provence   2008 — 2008
International Business

Burlingame High School

Janis Marshall Janis Marshall Greater Boston Area Details
Janis Marshall's Morgan Stanley Experience September 2006 - May 2014
Job Assistant Vice President, Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2014 - Present
Morgan Stanley   September 2006 - May 2014

Skills
Administrative..., Spreadsheets, Outlook, Office Management, Travel Arrangements, Microsoft Excel, Data Entry, Calendaring, PowerPoint, Microsoft Word, Office Administration, Calendars, Concur, Microsoft Office, Customer Service, PeopleSoft, Confidentiality, Event Planning, Human Resources, Expense Management, Microsoft Office 2007, Expense Reports, Teamwork, New Hire Orientations, Invoice Processing

Education
Salem State College

Nancy Gunning-Sluby Nancy Gunning-Sluby Greater New York City Area Details
Nancy Gunning-Sluby's Morgan Stanley Experience October 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   October 2006 - Present
Impact Communications, Inc.   March 2003 - July 2006
Asset Allocation & Management   1989 - 2002
Drexel Burnham Lambert  1985 - 1989
Blunt Ellis & Loewi  1984 - 1985

Skills
Leadership, Derivatives, Fixed Income, Portfolio Management, Series 7, Investment Banking, Securities, FX Options, Financial Services, Capital Markets, Prime Brokerage, Hedge Funds, Bloomberg, Equities, Trading Systems, Trading, Risk Management, Operations Management, Swaps, FX trading

Education
Saint Mary's College   1980 — 1984
BBA, Finance and Economics

Kyle Ertter Kyle Ertter Baltimore, Maryland Details
Kyle Ertter's Morgan Stanley Experience March 2015 - Present
Job Fixed Income Trading Assistant Institutional Securities Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   March 2015 - Present
Morgan Stanley   May 2014 - March 2015
Salisbury University  August 2013 - May 2014
Infocus Financial Advisors LLC   March 2013 - October 2013
St. Michaels Harbour Inn   May 2010 - August 2012
Bar Harbor Auto Body   July 2010 - May 2012
Bar Harbor Auto Body   July 2009 - May 2012
Famous Footwear  March 2009 - July 2010

Skills
Social Media, Research, Microsoft Office, Teamwork, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Management, Marketing, Sales, Time Management, Leadership, Facebook, Networking, Financial Analysis

Education
Salisbury University   2010 — 2014
Bachelor of Science (BS), Finance and Investments

Easton High School

Salisbury University
Bachelor of Science (B.S.), Finance

Jeanette Taibi Jeanette Taibi Greater New York City Area Details
Jeanette Taibi's Morgan Stanley Experience August 2004 - June 2006
Job Tax Market Development at KPMG
Industry Financial Services
Experience
Melinae  March 2013 - August 2014
Maritime Parc  March 2012 - December 2012
Jefferies & Company  December 2010 - February 2012
Comodo  February 2010 - November 2010
Needham & Company  August 2007 - February 2010
Morgan Stanley   August 2004 - June 2006
Credit Suisse First Boston  June 2001 - August 2004
The MONY Group  August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies)   June 1998 - June 1999

Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning

Education
Stevens Institute of Technology   1992 — 1994
Biology/Biological Sciences, General

Immaculate Conception HS   1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8

Saint Peter's University
Bachelor of Arts (B.A.), Business

Huan (Sasha) Hua Huan (Sasha) Hua Greater New York City Area Details
Huan (Sasha) Hua's Morgan Stanley Experience January 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present
LM Luxury Consulting   June 2012 - November 2014
China Construction Bank  June 2010 - August 2010
China Construction Bank  July 2009 - August 2009

Skills
Finance, Corporate Finance, Financial Analysis, Brand Management, Luxury Brand Marketing, International Trade, Event Planning, Public Relations, Business Strategy, Matlab, R, SAS programming, Competitive Analysis, Valuation, Strategy, Microsoft Excel

Education
The George Washington University   2013 — 2014
Master of Science (M.S.), Finance, GPA 3.83/4.00

The George Washington University - School of Business   2010 — 2012
BBA, Finance, GPA 3.79/4.00

Saint Louis University   2009 — 2010
BA, Finance, Mathematics, GPA 3.94/4.00

Joseph F. Gerdes Joseph F. Gerdes Greater New York City Area Details
Joseph F. Gerdes's Morgan Stanley Experience April 2006 - April 2009
Job Senior Vice President at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York  December 2014 - Present
E*TRADE Clearing LLC   April 2009 - December 2014
Morgan Stanley   April 2006 - April 2009
Jefferies & Company  June 2005 - April 2006
Julius Baer  June 2004 - June 2005
US Trust Company  July 2001 - June 2004
Charles Schwab  August 1993 - June 2004
Charles Schwab Europe   January 1999 - July 2001
Bankers Trust  June 1985 - July 1993

Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24

Education
Saint Peter's University   1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics

Calvin Edwards Calvin Edwards San Francisco Bay Area Details
Calvin Edwards's Morgan Stanley Experience June 2014 - September 2014
Job Incentive Operations Analyst at Oracle
Industry Consumer Services
Experience
Oracle  August 2015 - Present
Morgan Stanley   June 2014 - September 2014
High Temp Metals, Inc.   June 2010 - August 2014
BJ's Restaurants, Inc.   September 2013 - March 2014
Saint Mary's College of California  May 2013 - August 2013
College Works Painting  May 2012 - August 2012
St. Mary's College   2011 - 2011

Skills
Customer Service, Management, Leadership, Microsoft Excel, Sales, Strategic Planning, Marketing, PowerPoint, Microsoft Word, Public Speaking

Education
Saint Mary's College of California   2011 — 2015
BS Economics, Micro and Macroeconomics, Graduating May 2015

Arthur Clyne III Arthur Clyne III Greater St. Louis Area Details
Arthur Clyne III's Morgan Stanley Experience March 2005 - August 2006
Job Senior Vice President and Sales Manager at Commerce Brokerage Services Inc.
Industry Financial Services
Experience
Commerce Brokerage Services Inc.  July 2015 - Present
UMB Bank  August 2011 - July 2015
Edward Jones Trust Company  August 2006 - August 2011
Morgan Stanley   March 2005 - August 2006

Education
Saint Louis University   1999 — 2003
Major: Finance, Financial Planning and Services

DeSmet Jesuit High School   1995 — 1999
High School

Ralph Elisano Ralph Elisano Greater New York City Area Details
Ralph Elisano's Morgan Stanley Experience December 2013 - March 2015
Job Infrastructure PM @ Pfizer
Industry Telecommunications
Experience
Pfizer  May 2015 - Present
Morgan Stanley   December 2013 - March 2015
Mercedes-Benz USA  August 2013 - December 2013
Depository Trust & Clearing Corporation  September 2012 - June 2013
CSC  January 2012 - September 2012
Morgan Stanley Wealth Management  January 2002 - January 2012
LEADING EDGE COMMUNICATIONS, INC   January 1997 - January 2002
Hudson Communications Inc.   January 1995 - January 1997

Skills
Cabling, Data Center, Vendor, Relocations, Strategic Business, Servers, Planning, Budgeting, Troubleshooting, Telecommunications, Microsoft Office, PBX, RFP, Telephony, T1, Business Analysis, VoIP, Service Delivery, Installations, Customer Relations, SLA, Contract Negotiation, LAN/WAN, Documentation, WAN, Change Management, Cost, Cisco, Hardware, Coordination, Telco, Process Improvement, Small Business, Analysis, Team Building, Management Consulting, Product Development, Project Planning, Project Management, Data Wiring, LAN-WAN, Budgets, Infrastructure, Disaster Recovery, Cisco Technologies, IT Management, Software Installation, Vendor Management, Management, Technical Support

Education
St. Peter's College   1985 — 1989
Bachelor of Science, Management & Marketing

David Heinz David Heinz Greater Seattle Area Details
David Heinz's Morgan Stanley Experience June 1998 - January 2002
Job SCCM Engineer at REI
Industry Computer Networking
Experience
REI  June 2015 - Present
Expeditors International  November 2013 - June 2015
The Doctors Clinic  July 2010 - November 2013
Olympic Northwest Mortgage & Escrow   January 2007 - June 2010
Kitsap Bank  January 2005 - December 2007
Washington Mutual - Call Center   October 2002 - January 2005
Morgan Stanley   June 1998 - January 2002

Skills
Customer Service, Strategic Planning, Cross-functional Team..., SCCM, Problem Solving, Operating System..., Documentation, Software Documentation, EHR, Windows XP, Help Desk Support, Windows 7, Operating Systems, System Deployment, System Administration

Education
Saint Mary's College of California   1990 — 1996

San Francisco State University
Business Finance / Consumer Behavior

Julie Ortiz Julie Ortiz Greater New York City Area Details
Julie Ortiz's Morgan Stanley Experience August 2012 - Present
Job Assistant Manager at Sherwin Williams
Industry Research
Experience
Sherwin Williams  August 2014 - Present
Delaware North  August 2013 - Present
Morgan Stanley   August 2012 - Present
Saint Peter's University  September 2011 - December 2011

Skills
Quantitative Analytics, Microsoft Office, Market Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking, Data Analysis, Customer Service, Social Media, Event Planning, Spanish, SPSS, Project Management, Outlook, Teamwork, Analysis, Statistics, Access, Strategic Planning, Social Networking, Non-profits, Ariba, Advertising, Customer Satisfaction, Time Management

Education
Universitat Ramon Llull   2012 — 2012

Saint Peter's College   2007 — 2011
Bachelor of Science, International Business and Trade

Saint Peter's University
Master of Business Administration (M.B.A.), Human Resources Management and Services

Michael McGrath Michael McGrath New York, New York Details
Michael McGrath's Morgan Stanley Experience June 2009 - November 2011
Job Founder at MPM Advisors, LLC
Industry Financial Services
Experience
MPM Advisors, LLC   January 2015 - Present
Perella Weinberg Partners  May 2012 - December 2014
Morgan Stanley   June 2009 - November 2011
Morgan Stanley   2007 - 2009
Morgan Stanley   2004 - 2007
Nuveen Investments  July 2001 - May 2004

Skills
Product Strategy and..., Product Development, Platform Design and..., Management, Alternative Investments, Hedge Funds, Investment Management, Segmentation, Fund Of Funds, Investment Strategies, Mutual Funds, Private Equity, Due Diligence, Risk Management, Wealth Management, Strategy, Asset Management, Investments, Capital Markets, Wealth Management..., Equities, Portfolio Management, Product Management, ETFs, Asset Allocation, Animal Husbandry, Mergers & Acquisitions, Bird Watching, Asset Managment, Fixed Income, P&L Management, Speed Reading, Series 7, Gymnastics, Trading

Education
New York University - Leonard N. Stern School of Business   1993 — 1997
MBA, Finance

Saint Peter's University   1986 — 1990
BA, Political Science

Saint Peter's Preparatory School   1982 — 1986
high school diploma

OLV   1975 — 1982
grammar school diploma, milk and cookies

Gregory Tuck Gregory Tuck San Jose, California Details
Gregory Tuck's Morgan Stanley Experience July 2014 - September 2014
Job Security at KLATencor
Industry Financial Services
Experience
Allied Barton Securtiy  February 2015 - Present
Morgan Stanley   July 2014 - September 2014
Morgan Stanley   March 2013 - January 2014
Citi  May 2010 - March 2011
Citi Personal Wealth Management  October 2005 - July 2009
Wells Fargo Investments  November 2001 - September 2005
WM Financial Services  September 1995 - October 2001
Franklin Templeton Investments  July 1993 - August 1995

Education
Saint Mary's College   1988 — 1992
Bachelor of Science, Business Administration; Financial Services

Serra High School   1980 — 1984

Frank Kontogiannis Frank Kontogiannis Greater New York City Area Details
Frank Kontogiannis's Morgan Stanley Experience 1998 - 1999
Job National Account Executive at CareerBuilder.com
Industry Internet
Experience
CareerBuilder.com  January 2015 - Present
CareerBuilder.com  November 2012 - January 2015
INTERAMERICAN  2003 - 2011
ICR IOANNOU SA   2009 - 2010
Paychex  1999 - 2001
Morgan Stanley   1998 - 1999

Skills
Cold Calling, Closing Deals, Building Relationships, Deal Closure, Direct Sales, Enterprise Software, Personnel Management, Recruitment Advertising, Sales, Talent Management, Management, Account Management, Leadership, Relationship Building, Salesforce.com, Sourcing, Applicant Tracking...

Education
William Paterson University of New Jersey
Bachelor of Science (B.S.), Finance, General

St. Peter's College
Master of Business Administration (MBA), Marketing

Marc Wallace Marc Wallace Houston, Texas Area Details
Marc Wallace's Morgan Stanley Experience June 2003 - December 2005
Job Director at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  March 2011 - Present
Gong Club (FDJC Car 26)   2002 - 2014
FDJC Car 26   2002 - 2014
AIG Advisor Group  March 2010 - March 2011
AIG Advisor Group  October 2007 - March 2010
ADP Dealer Services  December 2006 - October 2007
Morgan Stanley   June 2003 - December 2005
J & W Seligman  January 1998 - September 2002
J & W Seligman  October 1995 - January 1998
Merrill Lynch  April 1994 - September 1995

Skills
Mutual Funds, Financial Services, Equities, Securities, Investments, Wealth Management, FINRA, Series 63, Fixed Income, Series 7, Asset Management, Investment Advisory, Relationship Management, Risk Management, Trading, Retirement Planning, Hedge Funds, Alternative Investments, Series 24, Retirement, Investment Management, Financial Planners, Capital Markets, Series 65, Asset Allocation, Investment Strategies, Fixed Annuities, Wealth, Insurance, 401k, Portfolio Management, Finance, Financial Advisory, Estate Planning, Financial Risk, Wealth Management..., Uniform Combined State..., Series 6, Pensions, Management, Series 99, Strategic Financial..., AML, Financial Planning, Anti Money Laundering, Commission Processing, Mutual Fund Trading, DTCC CommServ

Education
St. Peter's College   1982 — 1983
Bachelor of Fine Arts (B.F.A.), Finance, General

Chris Leber Chris Leber United States Details
Chris Leber's Morgan Stanley Experience April 2003 - June 2003
Job Technology Sales Manager at Oracle
Industry
Experience
Oracle  October 2014 - Present
Johnson & Johnson  January 2013 - October 2014
Covidien  October 2006 - December 2012
Smiths Medical  July 2005 - October 2006
ADP  October 2003 - July 2005
Morgan Stanley   April 2003 - June 2003

Skills
Product Launch, Surgeons, Account Management, Capital Equipment

Education
Salisbury University   2000 — 2003
Bachelor of Science, Business Administration concentration in Marketing

Calvert Hall College High School   1996 — 1999

BEN OGLE , CRPC, AAMS BEN OGLE , CRPC, AAMS Berlin, Maryland Details
BEN OGLE , CRPC, AAMS's Morgan Stanley Experience December 1999 - January 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  January 2012 - Present
BB & T Bank   October 2009 - 2011
M&T Bank  January 2002 - October 2009
Morgan Stanley   December 1999 - January 2002

Skills
Wealth Management, Retirement Planning, Series 7, Investments, Finance, Strategic Financial...

Education
Salisbury State University
Business and Personal/Financial Services Marketing Operations

Michael Brashears Michael Brashears New York, New York Details
Michael Brashears's Morgan Stanley Experience June 2013 - April 2015
Job Accounting Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2013 - April 2015
Citi  June 2007 - June 2013

Skills
Management, Customer Service, Microsoft Office, Securities, Sales Management, Microsoft Excel, Marketing Strategy, Social Media, Social Media Marketing, Negotiation, Marketing Communications, Event Planning, Microsoft Word, Program Management, Event Management, Notary Public

Education
University of Baltimore   2005 — 2006
Bachelor of Science (B.S.), Business Administration and Management, Marketing

Salisbury University   2003 — 2004

Thomas Kee Thomas Kee Greater San Diego Area Details
Thomas Kee's Morgan Stanley Experience January 1997 - December 1999
Job President & CEO of Stock Traders Daily
Industry Financial Services
Experience
Stock Traders Daily   CEOStock Traders DailyJanuary 2000 - Present
Morgan Stanley   January 1997 - December 1999
AG Edwards  1995 - 1997
Smith Barney  1993 - 1995

Skills
Technical Analysis, Trading Strategies, Trading, Risk Management, Electronic Trading, Investments, Finance, Strategy, Alternative Investments, Stock Market, Hedge Funds, Economics, Stocks

Education
Saint Mary's College of California   1988 — 1992
BA, Economics and Business

Jason Welborn Jason Welborn Baltimore, Maryland Area Details
Jason Welborn's Morgan Stanley Experience December 2012 - December 2014
Job Fee Billing Team Lead at Brown Advisory
Industry Financial Services
Experience
Brown Advisory  February 2015 - Present
Morgan Stanley   December 2012 - December 2014
Electra Information Systems  May 2012 - July 2012
Legg Mason  November 2006 - January 2012
Legg Mason  April 2006 - October 2006
Legg Mason  September 2002 - March 2006
Legg Mason  October 2001 - August 2002
Legg Mason  March 2000 - September 2001

Skills
Client Billing, Account Administration, Business Analysis, Project Management, System Conversion, Procedure Development, Process Improvement, Process Design, Risk Management, Relationship Management, Invoicing, Accounts Receivable, User Acceptance Testing, Regression Testing, Financial Services, Back Office, Equities, Fixed Income, Leadership, Finance, Management, Portfolio Management

Education
Salisbury University   1994 — 1997
Bachelor of Science, Business Administration

Tyler Codd Tyler Codd Baltimore, Maryland Area Details
Tyler Codd's Morgan Stanley Experience June 2013 - August 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY  September 2015 - Present
Salisbury University  August 2014 - December 2014
EY  June 2014 - August 2014
InFocus Financial Advisors   August 2013 - May 2014
Morgan Stanley   June 2013 - August 2013
Aflac  October 2012 - May 2013

Skills
Financial Analysis, Microsoft Office, Teamwork, Relationship Building, Investments, Economic Data Analysis, Time Management, Public Speaking, Finance, Management

Education
Salisbury University   2011 — 2015
Bachelor’s Degree, Finance, General

Salisbury University   2011 — 2015
Bachelor’s Degree, Accounting

Mary Ann Kissinger Mary Ann Kissinger Saint Louis, Missouri Details
Mary Ann Kissinger's Morgan Stanley Experience June 2011 - August 2011
Job Communication, International Studies, and French Enthusiast
Industry International Affairs
Experience
Chaifetz Arena  October 2010 - May 2013
Morgan Stanley   June 2011 - August 2011

Skills
Leadership, Volunteering, Communication, Public Relations, International Studies, Foreign Languages, French, Microsoft Office, Translation, Social Media, Public Speaking, WordPress, Tutoring, Philanthropy

Education
Saint Louis University   2010 — 2014
Bachelor of Arts (B.A.), Communication, International Studies, and French, Senior

Paul Zoli Paul Zoli Fallston, Maryland Details
Paul Zoli's Morgan Stanley Experience February 2014 - December 2014
Job Operations Research Analyst at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton  December 2014 - Present
Morgan Stanley   February 2014 - December 2014
The Fallston Club   May 2012 - September 2013
Salisbury University  September 2011 - May 2013
The Fallston Club   May 2006 - September 2011
National Park Service  June 2010 - August 2010

Skills
Calculus, Mathematica, Differential Equations, Finance, Microsoft Word, Spatial Analysis, PowerPoint, Applied Mathematics, C++, Java, Operations Research, Microsoft Excel, Microsoft Visual Studio..., Eclipse Helios, Linear Programming, People Skills, GPS navigation, Compass, Scuba Diving, Statistics, Bond Pricing, Time Value of Money, VBA, Monte Carlo Simulation

Education
Salisbury University   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics

Rich Varellie Rich Varellie Greater New York City Area Details
Rich Varellie's Morgan Stanley Experience December 2010 - July 2011
Job Vice President, MUFG
Industry Information Technology and Services
Experience
MUFG Americas  January 2015 - Present
NYSE Euronext  July 2011 - November 2014
Morgan Stanley   December 2010 - July 2011
NYSE Euronext  December 2009 - December 2010
NYFIX  June 2008 - December 2009
Bear Stearns  February 1998 - June 2008
bear stearns  1998 - 2008
Salomon Brothers  January 1997 - February 1998
ADP  September 1995 - January 1997
Salomon Brothers  February 1985 - September 1995

Skills
Disaster Recovery, Computer Network..., Data Center, IT Strategy, Operations Management, Program Management, Integration, Project Management, ITIL, Change Management, CRM, Business Development, IVR, Vendor Management, Market Data, Telecommunications, Leadership, VoIP, Portfolio Management, Cloud Computing, Management, Risk Management, Fantasy Football, System Administration, Team Building, Infrastructure, Securities, Derivatives, Hedge Funds, IT Management, Service Level Agreements, Investment Banking, Training, SDLC, Electronic Trading, WiFi, Asset Management, Mergers & Acquisitions, Fixed Income, Strategy, Outsourcing, Business Continuity, Equities, Technical Support, Trading Systems, Process Improvement, Business Strategy, Business Process..., Time Management, Financial Services

Education
Saint Peter's University   1989 — 1997
BS, Business Management

Florbela Mendez Florbela Mendez Greater New York City Area Details
Florbela Mendez's Morgan Stanley Experience July 2002 - September 2009
Job Regional Director International Value Advisers
Industry Financial Services
Experience
International Value Advisers  September 2009 - Present
Morgan Stanley   July 2002 - September 2009

Skills
Series 7

Education
Saint Peter's University   2001 — 2008
MBA, International Business

Max Buff Max Buff Baltimore, Maryland Details
Max Buff's Morgan Stanley Experience April 2011 - July 2013
Job Sr Associate at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2013 - Present
Morgan Stanley   April 2011 - July 2013
Morgan Stanley   January 2010 - March 2011
Morgan Stanley   September 2007 - December 2009
Severna Sew N Vac Inc   June 2000 - August 2007
Nationwide Insurance  January 2006 - June 2006

Skills
Derivatives, Prime Brokerage, Settlement, Convertible Bonds, ADRs, Account Reconciliation, Credit Derivatives

Education
Salisbury University   2002 — 2006
Bachelor of Science, Finance, Management, Marketing, 3.6/4.0, Cum Laude

Erin McDermott Erin McDermott Greater St. Louis Area Details
Erin McDermott's Morgan Stanley Experience January 2003 - June 2003
Job Commercial Lines Sales Underwriter
Industry Insurance
Experience
The Hanover Insurance Group  July 2011 - Present
Travelers  August 2004 - July 2011
Morgan Stanley   January 2003 - June 2003

Skills
Workers Compensation, Legal Liability, Umbrella Insurance, Property, Underwriting, Commercial Insurance, Insurance, Liability, General Insurance, Casualty, Commercial Lines, Sales, Relationship Management, Automobile, Account Management, Marketing, Property & Casualty..., Professional Liability, New Business Development

Education
Saint Louis University   2000 — 2004
Bachelors of Science in Business Administration, Finance and Marketing

Webster University   2006 — 2012
MBA

Ryan M. Hunt Ryan M. Hunt Greater New York City Area Details
Ryan M. Hunt's Morgan Stanley Experience 2014 - Present
Job Wealth Management Financial Advisor Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   2014 - Present
Morgan Stanley   2010 - 2013
Morgan Stanley Smith Barney  2007 - 2010
Lord, Abbett & Co. LLC   2003 - 2007
Lord, Abbett & Co. LLC   2000 - 2003
Morgan Stanley   September 1999 - May 2000

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Bonds, Competitive Analysis, Series 7, Equities, Fixed Income, Investments, Separately Managed..., Private Equity, Financial Services, Financial Advisory, Investor Relations, Financial Structuring, FINRA, New Business Development, Investment Strategies, Series 63, Investment Advisory, Bloomberg, ETFs, Product Development, Securities, Finance, Corporate Finance, Asset Managment, Real Estate Private..., Private Banking, Investment Management, Trading, Retirement Planning, Financial Markets, Wealth Management..., Fund Of Funds, Retirement, High Net Worth..., Relationship Management, Bloomberg Terminal, Product Management, Product Marketing, Product Strategies, Product Structuring, National Accounts, Key Account Management, Key Account Development, Personal Financial...

Education
Saint Peter's University   2013 — 2015
Master of Business Administration (MBA), Accounting and Finance

Saint Peter's University
BACHELOR OF SCIENCE, Marketing

Edward Jones Financial Advisor Training Program   2014 — 2014
Financial Advisor, Financial Advisor

Smith Barney Financial Advisor Training Program   2007 — 2008
Financial Advisor, Financial Advisor, Completed Financial Advisor Training and Development

Morgan Stanley Financial Advisor Training Program   2008 — 2009
Financial Advisor, Financial Advisor, Completed the Program

Uppermark
CAIA, Level I

Jake Smart Jake Smart San Francisco, California Details
Jake Smart's Morgan Stanley Experience May 2012 - September 2012
Job Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp  March 2015 - Present
Heritage Ford  May 2012 - August 2014
Orinda Country Club  November 2013 - May 2014
St. Mary's College Graduate Business Programs   November 2010 - January 2013
Congressmen Jeff Denham   January 2012 - November 2012
Morgan Stanley   May 2012 - September 2012
Heritage Ford  May 2008 - May 2012

Skills
Leadership, Sales, Project Management, Social Media, Time Management, Entrepreneurship, Marketing, Salesforce.com, Strategic Planning, Management, Golf, Microsoft Excel, Social Networking, Microsoft Office, Research, Teamwork, Customer Service, Brand Development, Recruiting, Market Analysis, Web Design, Consulting, Bilingual Communications

Education
Saint Mary's College of California   2010 — 2014
Bachelor's Degree of Science, Business Administration, Entrepreneurship

BES LA SALLE (Business Engineering School), Universitat Ramon Lull, Barcelona, Spain   2013 — 2013
Business Administration, Entrepreneurship

Kevin Kleinschmidt Kevin Kleinschmidt Saint Louis, Missouri Details
Kevin Kleinschmidt's Morgan Stanley Experience January 2014 - March 2014
Job Student Services Associate at Saint Louis University
Industry Financial Services
Experience
Saint Louis University  February 2015 - Present
Citizens National Bank of Greater St. Louis  May 2013 - August 2015
Morgan Stanley   January 2014 - March 2014
Chick-fil-A  June 2012 - August 2013
The Lodge Des Peres  June 2009 - August 2012
St. Clement Athletic Association   January 2005 - March 2011

Skills
Borosoft Video Editing, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Point-of-Service..., DVDFab, Social Media, Teamwork, Public Speaking, Time Management, Customer Service, Event Planning, Leadership

Education
Saint Louis University   2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Harry Perkins Harry Perkins New York, New York Details
Harry Perkins's Morgan Stanley Experience June 2014 - August 2014
Job The Riverside Company
Industry Financial Services
Experience
Pillars of Wall Street  July 2015 - July 2015
The Riverside Company  May 2015 - July 2015
BNP Paribas  June 2015 - June 2015
Morgan Stanley   June 2014 - August 2014

Skills
Economics, Equities, Valuation, Investments, Bloomberg Terminal, Financial Analysis, Microsoft Office, Entrepreneurship

Education
Wake Forest University   2012 — 2016
Bachelor of Arts (B.A.), Economics, Politics & International Affairs

Saint Louis University

Kent School   2008 — 2012
High School Diploma

Matthew Steiger, LUTCF, FSS Matthew Steiger, LUTCF, FSS Los Angeles, California Details
Matthew Steiger, LUTCF, FSS's Morgan Stanley Experience November 1999 - April 2002
Job Moderator at The American College of Financial Services
Industry Financial Services
Experience
The American College of Financial Services  August 2015 - Present
Convergent Wealth Advisors  October 2014 - Present
Northern Trust  July 2010 - March 2013
BNY Mellon Wealth Management  December 2007 - July 2010
California National Bank  June 2004 - December 2007
Bank of America  August 2002 - June 2004
Morgan Stanley   November 1999 - April 2002
Valorinform – Thomson Financial Securities Management   April 1999 - November 1999
Valorinform – Thomson Financial Securities Management   October 1997 - April 1999
Muller Data Corp – Thomson Financial Securities Management   June 1996 - October 1997

Skills
Portfolio Management, Investments, Asset Allocation, Financial Services, Wealth Management, High Net Worth..., Wealth Management..., Investment Management, Fixed Income, Asset Management, Securities, Mutual Funds, Banking, Retirement Planning, Investment Advisory, Credit, Private Banking, Alternative Investments, Equities, Trust Services, Charities, Manage Client..., Asset Managment, Hedge Funds, Microsoft Excel, VIP Services, Microsoft Word, PowerPoint, Non-profit Board..., Board of Director..., Donor Management, Donor Recognition, Donor Development, Donor Solicitation, Donor Engagement, Non-profit Volunteer, Volunteer Recruiting, Lines Of Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Private Equity, Private Placements, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Intergenerational..., Budgets, Budget Setting, Series 65

Education
University of Bridgeport   2014 — 2015
Master of Business Administration (MBA), Management, 3.933

The American College   2013 — 2014
Designation, Life Underwriter Training Council Fellow (LUTCF)

The American College   2013 — 2014
Designation, Financial Services Specialist (FSS)

University of California, Los Angeles
Certificate, Personal Financial Planning

University of Bridgeport   1988 — 1991
BS, International Business, 3.25

Saint Louis University   1989 — 1989
Program in Madrid, Spain

Porzia Sciancalepore Porzia Sciancalepore Greater New York City Area Details
Porzia Sciancalepore's Morgan Stanley Experience September 2005 - November 2011
Job Senior Project Manager
Industry Information Technology and Services
Experience
Bank of America  August 2014 - Present
NY eHealth Collaborative   January 2014 - June 2014
Barclays Investment Bank  March 2013 - September 2013
Citi  February 2012 - February 2013
Morgan Stanley   September 2005 - November 2011
Marsh  1998 - 2005
AT&T  September 1991 - September 1998
Bell Laboratories  September 1987 - September 1991

Education
Saint Peter's University
BS, Computer Science

Jack D'Angelo Jack D'Angelo San Francisco Bay Area Details
Jack D'Angelo's Morgan Stanley Experience June 2003 - November 2007
Job
Industry Utilities
Experience
Pacific Gas & Electric  November 2007 - Present
Morgan Stanley   June 2003 - November 2007
PG&E  2000 - 2004
Nelson Staffing  1999 - 2001
Windsor Vineyards  1998 - 1999

Skills
Energy Efficiency, Portfolio Management, Demand Response, Renewable Energy, Sustainability, Energy, Management, Electric Power, Program Management, Gas, Natural Gas, Recruiting, Energy Conservation, Energy Management, Cleantech, Strategy, Contract Management, Smart Grid, Alternative Energy, Risk Management, Energy Audits, Solar Energy, Strategic Planning, Project Management, Leadership, Contract Negotiation, Customer Service, Cross-functional Team...

Education
St. Mary's College of California   2008 — 2010
MBA

UC Berkeley Extention

Sonoma State University   1993 — 1997
BS

St Ignatius

Donna O'Reilly Donna O'Reilly Greater New York City Area Details
Donna O'Reilly's Morgan Stanley Experience 1985 - 1998
Job Information Officer (AIO)
Industry Information Technology and Services
Experience
AIG  2005 - Present
BMO  1998 - 2005
Morgan Stanley   1985 - 1998

Skills
SDLC

Education
Saint Peter's University

Shavoni Forst Shavoni Forst Pennington, New Jersey Details
Shavoni Forst's Morgan Stanley Experience 1999 - 2000
Job Project AnalystAlternative Investments Fund Accounting at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2013 - Present
CHSR Enterprises LLC   April 2008 - April 2013
Eidesis Capital LLC   July 2005 - April 2008
HSBC  January 2004 - May 2005
Morgan Stanley   1999 - 2000

Skills
Hedge Funds, Account Reconciliation, Accounting, Valuation, Portfolio Management, Auditing, Due Diligence, Accounts Payable, Forecasting, Banking, Payroll, Tax, Securities, Equities, Mutual Funds, Bloomberg, Training, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Modeling, Financial Statements, Finance, Corporate Finance, US GAAP, Bank Reconciliation, Cash Management

Education
Saint Peter's University   2000 — 2003
BS, Accounting

St. Peter's College   1999 — 2003
Bachelor of Science (B.S.), Accounting

Allison Eckstein Allison Eckstein Raleigh-Durham, North Carolina Area Details
Allison Eckstein's Morgan Stanley Experience February 2004 - July 2007
Job Trade Show & Events Specialist
Industry Events Services
Experience
Ingram Content Group  January 2008 - July 2010
Morgan Stanley   February 2004 - July 2007
Federal City Caterers   July 2000 - January 2004

Skills
Trade Shows, Corporate Events, Marketing Communications, Marketing, Event Planning, Event Management, Public Relations, Social Media Marketing

Education
University of North Carolina at Chapel Hill   1998 — 2000
BA in Journalism & Mass Communications, Public Relations

Salem College   1996 — 1998

frank velasco frank velasco Greater New York City Area Details
frank velasco's Morgan Stanley Experience June 1996 - January 2012
Job Debit Card Services Manager at Morgan Stanley
Industry Financial Services
Experience
MLB.com  June 2015 - Present
Morgan Stanley   June 1996 - January 2012
Morgan Stanley   1996 - 2012

Education
Saint Peter's University   1991 — 1995

Madelena (Maddy) Mezzina Madelena (Maddy) Mezzina Greater New York City Area Details
Madelena (Maddy) Mezzina's Morgan Stanley Experience 2005 - November 2012
Job Executive Director, Corporate Compliance Technology, JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  November 2012 - Present
Morgan Stanley   2005 - November 2012
Lucent Technologies  June 1992 - March 2005

Education
Saint Peter's University   1989 — 1993
Bachelor of Science (BS), Computer Science

Charles E. Connant Jr. Charles E. Connant Jr. Greater New York City Area Details
Charles E. Connant Jr.'s Morgan Stanley Experience 2000 - 2005
Job Investment Professional
Industry Financial Services
Experience
.   September 2011 - Present
New England Financial/MetLife  September 2008 - September 2011
Long Hill Advisory at NEF/MetLife   September 2008 - September 2011
TIAA-CREF  2007 - 2008
du Pasquier & Company   2005 - 2007
Morgan Stanley   2000 - 2005

Skills
Risk Management, Retirement Planning, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Finance, Equities, Fixed Income, Hedge Funds, Investments, Estate Planning, Alternative Investments, Capital Markets, Financial Markets, Financial Modeling, Mutual Funds, Asset Management, Securities, Banking, Financial Advisory, Investment Management, Investment Advisory, Wealth, Bonds, Bloomberg, Financial Services, Wealth Management..., Private Equity, ETFs, Trading, Strategic Financial..., Retirement, Options

Education
Saint Peter's University   1991 — 1993
MBA/MIS, Business Administration

Skidmore College   1979 — 1983
BA, Psychology

Nagelly M. Fortuna Nagelly M. Fortuna Greater New York City Area Details
Nagelly M. Fortuna's Morgan Stanley Experience February 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   February 2005 - Present
Morgan Stanley   January 2009 - January 2012
Lehman Brothers  1994 - 2005
lehman brothers  1994 - 2005
Grant Thornton  1992 - 1994

Skills
Transfer Pricing, Private Equity, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, International Tax, Corporate Finance, Restructuring, Hedge Funds, Financial Reporting, Tax, Finance, Capital Markets, Corporate Tax, Accounting, SEC filings, Strategic Financial..., Sarbanes-Oxley Act, Auditing, Fixed Income

Education
Seton Hall University   1997 — 2001
MBA, Finance

Saint Peter's University   1992 — 1996
BS, Accounting/Economics

Elizabeth Appel Elizabeth Appel Greater Pittsburgh Area Details
Elizabeth Appel's Morgan Stanley Experience January 2000 - January 2001
Job Portfolio Liaison at Janney Capital Management
Industry Investment Management
Experience
Janney Capital Management LLC   June 2007 - Present
Federated Investors  January 2001 - May 2007
Morgan Stanley   January 2000 - January 2001

Skills
Series 7, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Investments, Series 63, Retirement Planning, Investment Strategies, Equities

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2004 — 2007
Master of Business Administration (M.B.A.), Marketing

Saint Vincent College   1995 — 1999
Bachelor of Arts (B.A.), Finance, General

Peters Township High School   1991 — 1995

Irene Cossa Irene Cossa Greater New York City Area Details
Irene Cossa's Morgan Stanley Experience November 1997 - October 2002
Job Business Administrator at Albertus Magnus High School
Industry Education Management
Experience
Albertus Magnus High School  November 2007 - Present
The Ben Franklin Group   2002 - 2005
Morgan Stanley   November 1997 - October 2002
Conde Nast  September 1986 - September 1997

Skills
PowerPoint, PeopleSoft, Microsoft Word, Access, Administrative..., Data Analysis, Administration, Microsoft Excel, Finance, Outlook, Risk Management, Management, Financial Modeling, Financial Analysis, Office Management, Vendor Management, Customer Service, Visio

Education
Tobe Coburn School for Fashion Careers   1984 — 1985
AA, Fashion Marketing

St. Peter's College   1980 — 1984
Bachelor's Degree, Business Administration and Management, General

Kristen (Folkendt) Del Simone Kristen (Folkendt) Del Simone San Francisco Bay Area Details
Kristen (Folkendt) Del Simone's Morgan Stanley Experience 2001 - 2003
Job Leadership Coach | Change Consultant
Industry Professional Training & Coaching
Experience
Leverage Point Consulting Corp.   2014 - Present
Independent Consultant  2013 - Present
Desouza Law Offices, PC   2003 - 2013
Morgan Stanley   2001 - 2003
Electro Imaging Systems, Inc.   2000 - 2001
GE Plastics  1999 - 2000

Skills
Leadership, Group Facilitation, Project Management, Training, Social Media, Research, Writing, Public Policy, Employment Law, Legal Research, Accounting, Fundraising

Education
Saint Mary's College of California   2013 — 2014
Master of Arts (M.A.), Leadership

Saint Mary's College of California   2002 — 2005
Bachelor of Arts (B.A.), Law Studies (with honors)

Yelena Mechenko Yelena Mechenko Greater New York City Area Details
Yelena Mechenko's Morgan Stanley Experience February 2005 - December 2007
Job Fund accountant
Industry Accounting
Experience
BNY Mellon  March 2008 - Present
Morgan Stanley   February 2005 - December 2007

Skills
Financial Analysis, Finance, Bloomberg, Financial Reporting, Account Reconciliation, Securities, Financial Services, Accounting, Fund Accounting, Microsoft Excel

Education
Touro College   2001 — 2004
Bachelor's Degree, Accounting

Saint Petersburg State University of Finance and Economics   1991 — 1996
Bachelor's Degree, Economics

Tomo Kuromatsu Tomo Kuromatsu Purchase, New York Details
Tomo Kuromatsu's Morgan Stanley Experience 2013 - Present
Job Account Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   2013 - Present
Athena Capital Research LLC  2012 - 2013
Ryan Associates  2011 - 2012
Holden Capital   2009 - 2011
Chilton Investment Company  2008 - 2008
Pequot Capital  2005 - 2008

Skills
Hedge Funds, Bloomberg, Advent Geneva, Alternative Investments, Asset Management, Axys, Capital Markets, Derivatives, Equities, Financial Reporting, Fixed Income, Fund Accounting, Investments, Portfolio Management, Trading Systems, Valuation

Education
Saint Michael's College

Alex Flegontov Alex Flegontov Greater New York City Area Details
Alex Flegontov's Morgan Stanley Experience January 2000 - July 2007
Job at OCLC
Industry Information Technology and Services
Experience
OCLC  December 2008 - Present
Morgan Stanley   January 2000 - July 2007
Data Conversion Laboratory  March 1992 - December 1999
Krasnaya Zarya Corporation   August 1983 - December 1990
Saint-Petersburg State University, Russia   September 1982 - May 1983

Skills
Software Engineering, Technical Leadership, Linux, Unix, Perl, C, Java, XML, Software Project..., Agile Methodologies, Databases, Data Mining, Data Analysis, Data Conversion, Publishing, Libraries, Statistical Modeling, Numerical Simulation

Education
Saint Petersburg State University   1978 — 1983
Masters, Mathematics, Statistics, Computer Science

DJ Withee DJ Withee Greater New York City Area Details
DJ Withee's Morgan Stanley Experience 2003 - 2005
Job Assistant General Counsel and Corporate Secretary at Hartree Partners
Industry Law Practice
Experience
Hartree Partners  April 2015 - Present
Hess Corporation  August 2010 - April 2015
Sidley Austin/ BNP Paribas   May 2009 - August 2010
McDermott Will and Emery  May 2005 - March 2009
Morgan Stanley   2003 - 2005
Northeast Utilities  2002 - 2003
AES NewEnergy  2000 - 2002
New Hampshire General Court  December 1998 - December 2000

Skills
Legal Writing, Litigation, Corporate Governance, Corporate Law, Intellectual Property, Dodd-Frank, Contract Negotiation, Commodity Markets, Oil & Gas Industry, Energy Industry, Energy, ISDA, Commodity, International Law, Mergers & Acquisitions, Natural Gas, Hedging, Electricity Markets, Swaps, Cross-border..., Due Diligence, Petroleum, Trading, Financial Regulation, Energy Law, Contract Law, Derivatives, Legal Compliance, Securities Regulation, Structured Finance, Project Finance, Energy Markets, Acquisitions, Legal Advice, Legal Research

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations

University of New Hampshire School of Law   1997 — 2000
JD & MIP, Law with a Masters in Intellectual Property

Saint Michael's College   1988 — 1992
BA, Economics & Political Science (double major)

Matt Amsden Matt Amsden Las Vegas, Nevada Area Details
Matt Amsden's Morgan Stanley Experience 1999 - 2002
Job Managing Director at MSA Capital
Industry Capital Markets
Experience
MSA Capital   2010 - Present
Cassandra Capital Partners   2007 - 2009
FutureTrade  2003 - 2007
assent trading  2003 - 2003
Morgan Stanley   1999 - 2002

Skills
Trading Systems, Options, Trading, Electronic Trading, Equity Trading, Equities, Proprietary Trading, Securities, FX Options, Investment Banking, Series 7, Technical Analysis, Commodity, Financial Markets, Derivatives, Market Data, Hedge Funds, Fixed Income, Capital Markets, Equity Derivatives, Alternative Investments, FX trading, FX Trading

Education
St. Mary's College of California   1997 — 1999
Bachelor of Science (B.S.), Economics and Business Administration

Chabot College   1994 — 1996
Associate of Arts (A.A.), General Studies

Dominic O'Donovan Dominic O'Donovan New York, New York Details
Dominic O'Donovan's Morgan Stanley Experience October 2007 - September 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  September 2010 - July 2015
Morgan Stanley   October 2007 - September 2010

Skills
Series 7, Securities Lending, Bloomberg, Equities, Zephyr, Alternative Investments, Zephyr Style Advisor, Fixed Income, Trading, Series 63, Securities, Asset Management, Investments, Mutual Funds, Risk Management, Portfolio Management

Education
Saint Mary's College of California
Master of Science, Financial Analysis

San Francisco State University
Bachelor of Science, Business Administration

Bob England Bob England Greater New York City Area Details
Bob England's Morgan Stanley Experience April 2005 - January 2008
Job Vice President at HSBC Bank USA
Industry Financial Services
Experience
HSBC Bank USA  April 2008 - Present
HSBC  2008 - Present
Morgan Stanley   April 2005 - January 2008
Deutsche Bank  1997 - 2005
Bankers Trust  April 1990 - April 1997
Kidder Peabody  June 1988 - March 1990

Skills
Collateral Management, Trading, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Middle Office

Education
St. Peter's College   1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance

Glassboro St College   1984 — 1985

Ayana S. Harley Ayana S. Harley Greater New York City Area Details
Ayana S. Harley's Morgan Stanley Experience April 2000 - March 2002
Job President at AzulaPR, Client Services Consultant at Metlife, Executive Team Member of Young Enterprising Sisters
Industry Insurance
Experience
AzulaPR   July 2013 - Present
MetLife  February 2013 - Present
Y.E.S. Young Enterprising Sisters   January 2012 - Present
MetLife  March 2010 - February 2013
MetLife  December 2005 - March 2010
MetLife  April 2002 - December 2005
Morgan Stanley   April 2000 - March 2002
Marsh & McLennan Companies, Inc.   October 1997 - March 2000

Skills
Insurance, Life Insurance, Business Analysis, Financial Services, Retirement, Retirement Planning, Pensions, Mutual Funds, Business Requirements, Business Process..., Wealth Management, Strong verbal, written..., Ability to understand,..., Excellent time..., Well-developed..., In Sync Training-..., Writing Effective..., Analysis, Training, Account Management, Marketing, Employee Benefits, Process Improvement, Benefits Administration, Performance Management, Management, Program Management

Education
St. Peter's College
BSBA, International Business

Christopher Sabella Christopher Sabella Greater New York City Area Details
Christopher Sabella's Morgan Stanley Experience December 2005 - January 2007
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital  August 2009 - Present
Lehman Brothers  February 2007 - August 2009
Morgan Stanley   December 2005 - January 2007
Prudential Financial  2001 - 2005

Skills
Expense Management, Savings

Education
Seton Hall University   2002 — 2004
MBA, Finance

Saint Peter's University   1997 — 2001
BS, Business Management

Dan Hyland Dan Hyland Greater New York City Area Details
Dan Hyland's Morgan Stanley Experience June 2007 - Present
Job Vendor Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2007 - Present
Siemens Business Services  June 2004 - June 2007
Siemens Business Services  March 2003 - June 2004

Skills
Process Improvement, Logistics, IT Strategy, Data Center, Disaster Recovery

Education
Saint Peter's University   1997 — 2001
Bachelor's Degree, Business/Corporate Communications, 3.60 - Cum Laude

Andres Cifuentes Andres Cifuentes Greater New York City Area Details
Andres Cifuentes's Morgan Stanley Experience July 2013 - Present
Job Founder & Director Hudson Haven Dog Rescue
Industry Financial Services
Experience
Morgan Stanley   July 2013 - Present
Hudson Haven Dog Rescue   May 2013 - Present
Morgan Stanley   October 2009 - Present
JPMorgan Chase  2005 - September 2009
Goldman Sachs  May 2004 - February 2005

Skills
Equities, Fixed Income, FX Options, Prime Brokerage, Derivatives, Hedge Funds, Electronic Trading, Options, Bloomberg, Trading, Trading Systems, Series 7, FINRA, Capital Markets, Securities

Education
Saint Peter's University   2000 — 2004
Bachelor of Science, Economics; International Business

Yvonne Fowler Yvonne Fowler Greater New York City Area Details
Yvonne Fowler's Morgan Stanley Experience November 2000 - February 2008
Job CEO at Fowler's Consulting Services
Industry Financial Services
Experience
Fowler's Consulting Services   March 2008 - Present
Morgan Stanley   November 2000 - February 2008

Education
Saint Peter's University   1992 — 1996
MBA, MIS / Marketing

Marcia Providence-Etienne Marcia Providence-Etienne Greater New York City Area Details
Marcia Providence-Etienne's Morgan Stanley Experience July 2005 - August 2011
Job Certified Internal Auditor
Industry Financial Services
Experience
Health Insurance Company  July 2013 - Present
Morgan Stanley   July 2005 - August 2011
Bank of New York Mellon  June 2001 - June 2005

Skills
Operational Risk, Operational Risk..., Enterprise Risk..., Internal Audit, Risk Management, Financial Risk, Sarbanes-Oxley Act, Auditing, IT Audit, Hedge Funds, Product Control, Financial Analysis, Internal Controls, Capital Markets, Financial Audits

Education
Saint Peter's University   2013 — 2016
Master's degree, Health/Health Care Administration/Management

John Demarest John Demarest Baltimore, Maryland Area Details
John Demarest's Morgan Stanley Experience August 2015 - Present
Job Complex Business Development Manager, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2015 - Present
Piedmont Capital Distributors  March 2014 - July 2015
Principal Funds  June 2005 - November 2013
The Hartford  March 2003 - June 2005
UBS  April 2002 - February 2003
Ohio National Financial Services  October 1999 - April 2002
Legg Mason  October 1994 - October 1999

Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory

Education
Salisbury University   1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics

Charlton Moore Charlton Moore San Francisco Bay Area Details
Charlton Moore's Morgan Stanley Experience 2007 - 2009
Job SVP Account Executive at BTIG
Industry Financial Services
Experience
BTIG  October 2012 - Present
Merlin Securities  December 2008 - 2012
Morgan Stanley   2007 - 2009
Citco Fund Services  2006 - 2008
Barclays Global Investors  2000 - 2005

Skills
Prime Brokerage, Series 7, Series 63, Mutual Funds, Equities, Portfolio Management, Investments, Hedge Funds, Securities Lending, Fixed Income, Alternative Investments, Middle Office, Risk Management, Securities, Bloomberg, Equity Trading, Options, Derivatives, Electronic Trading, Capital Markets

Education
Saint Mary's College of California   2006 — 2008
Master of Science (MS), Finance, General

University of California, Davis   1988 — 1993
Bachelor of Arts (B.A.), Economics

Cory Spielberg Cory Spielberg Greater St. Louis Area Details
Cory Spielberg's Morgan Stanley Experience February 1999 - July 2006
Job Operating Partner at Upper End Properties
Industry Real Estate
Experience
Upper End Properties  December 2008 - Present
UBS  August 2006 - December 2008
Morgan Stanley   February 1999 - July 2006

Skills
CRM, Investments, Sales, Portfolio Management, Business Development, Negotiation, Asset Allocation, Marketing

Education
Saint Louis University   1995 — 1999
BA, Business

America Gosdenovich America Gosdenovich Greater New York City Area Details
America Gosdenovich's Morgan Stanley Experience June 2000 - Present
Job Global Director Morgan Stanley Corporate Services Travel
Industry Hospitality
Experience
Morgan Stanley   June 2000 - Present
American Express Business Travel  October 1996 - June 2000

Skills
Hospitality, Hotel Management, Hotels, Hospitality Management, Budgets, Hospitality Industry, Revenue Analysis, Front Office, Microsoft Excel, Contract Negotiation, Trade Shows, Sales Management, Account Management, Catering, Travel Management, Pre-opening, Strategic Planning, Event Planning, Meeting Planning, Revenue Forecasting, Tourism, Management, Customer Satisfaction, Customer Service, Sales, Corporate Events, Team Building, Resorts, Forecasting, Food & Beverage, Operations Management, Time Management, Negotiation, Leadership, Pricing, Event Management, Yield Management, Restaurants

Education
Saint Peter's University   2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Risk Management

Saint Peter's College   1997 — 2001
Bachelor's of Science in Business Administration and Accounting, Business Administration & Accounting

Kurt Chase Kurt Chase Greater Seattle Area Details
Kurt Chase's Morgan Stanley Experience August 1999 - February 2007
Job Financial Planner at BlumerChase Financial
Industry Financial Services
Experience
BlumerChase Financial   February 2007 - Present
Morgan Stanley   August 1999 - February 2007

Education
Saint Martin's University
MBA

Sam Schultz Sam Schultz Greater St. Louis Area Details
Sam Schultz's Morgan Stanley Experience January 2011 - August 2011
Job Attorney at Bryan Cave
Industry Higher Education
Experience
Bryan Cave  September 2015 - Present
Belden Inc.  May 2012 - September 2015
Bryan Cave  June 2014 - July 2014
Morgan Stanley   January 2011 - August 2011
Office of the State Public Defender  August 2010 - December 2010
ACLU  May 2010 - August 2010

Skills
Windows, Microsoft Excel, Legal Research, Microsoft Office, PowerPoint

Education
Saint Louis University School of Law   2012 — 2015
Juris Doctorate, Business Transactional Law & Taxation Concentrations

Saint Louis University   2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics

Carl Prazenica Carl Prazenica Baltimore, Maryland Details
Carl Prazenica's Morgan Stanley Experience March 2011 - September 2012
Job Senior Reimbursement Analyst at The University of Maryland Medical System
Industry Financial Services
Experience
The University of Maryland Medical System  August 2012 - Present
Morgan Stanley   March 2011 - September 2012
Choptank Transport  August 2009 - March 2011

Skills
Analysis, Management, Data Analysis, Inventory Management, Recruiting, Contract Management, Sales, Leadership, Customer Service, Budgets, Process Improvement, Negotiation, Microsoft Excel, Team Building, Contract Negotiation, Financial Analysis, Sales Management

Education
Salisbury University   2004 — 2008
Bachelor of Science:, Management, Business Administration - Economics Track

Harrison Piperidis Harrison Piperidis Greater Boston Area Details
Harrison Piperidis's Morgan Stanley Experience February 2014 - August 2014
Job Purchasing Supervisor at UNITED PIPE & STEEL CORP
Industry Financial Services
Experience
UNITED PIPE & STEEL CORP  August 2014 - Present
Morgan Stanley   February 2014 - August 2014
UNITED PIPE & STEEL CORP  January 2013 - July 2014
UNITED PIPE & STEEL CORP  September 2012 - December 2012
UNITED PIPE & STEEL CORP  September 2011 - August 2012
Vector Marketing  June 2007 - August 2011

Skills
Sales, Customer Service, Leadership, Procurement, Management, Presentation Skills, Closing Abilities, Public Speaking, Direct Sales, Team Leadership, Team Building, Marketing Strategy, Sales Presentations, Sales Process, Cold Calling

Education
Salem State University
Bachelor's Degree, Finance, General

Silvi Stefan Silvi Stefan Greater New York City Area Details
Silvi Stefan's Morgan Stanley Experience May 2000 - February 2008
Job IFT Coordinator at BMW of North America
Industry Automotive
Experience
BMW of North America  December 2013 - Present
Mercedes Benz USA  October 2008 - January 2013
Morgan Stanley   May 2000 - February 2008
NBCUniversal, Inc.   1987 - 1995

Skills
Outlook, Lotus Notes, PowerPoint, Typing, Public Speaking, Employee Relations, Customer Service, Event Planning, Human Resources, Microsoft Excel, Microsoft Word, Process Improvement, Social Networking, Administrative..., Project Management, Public Relations, Budgets, Invoicing, Editing, Corporate Communications, Team Building, Customer Satisfaction, Recruiting, SAP, Spreadsheets, Event Management, Customer Retention, Management, Forecasting, Social Media Marketing, Employee Benefits, Account Management, Performance Management, Coaching, Marketing Communications, Marketing Strategy

Education
St. Peter's College
Bachelor of Science (BS), Business Administration and Management, General

A. Thomas Smith III A. Thomas Smith III Greater New York City Area Details
A. Thomas Smith III's Morgan Stanley Experience August 2001 - May 2004
Job Managing Director/Global Head of Asset and Wealth Management Legal at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank  June 2004 - Present
Morgan Stanley   August 2001 - May 2004
Van Kampen Investments  February 1999 - July 2001
New York Life Insurance Company  January 1994 - January 1999
THE DREYFUS CORPORATION  March 1991 - December 1993
Willkie Farr & Gallagher LLP  January 1989 - February 1991
U.S. Securities and Exchange Commission   January 1986 - December 1988
Illinois Department of Financial and Professional Regulation  September 1984 - December 1985

Skills
Legal Expert in the..., Securities Regulation, Investment Company Act, Mutual Funds, Asset Management, Wealth Management, Corporate Law, Leadership, Management, Investments, Alternative Investments, Due Diligence, SEC, Investment Advisers Act, Capital Markets, Mergers & Acquisitions, Private Equity, Securities, Corporate Governance, Hedge Funds, Investment Management, Legal Assistance, Risk Management

Education
Saint Louis University   1978 — 1983
JD/MBA, Law and Business

Wabash College   1974 — 1978
Bachelor's degree, Religion/Religious Studies

John V. Leale John V. Leale Greater New York City Area Details
John V. Leale's Morgan Stanley Experience July 2009 - May 2014
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2014 - Present
Morgan Stanley   July 2009 - May 2014
Citigroup  September 2007 - July 2009

Education
Saint Peter's University

Olga Zabludovsky Olga Zabludovsky Greater New York City Area Details
Olga Zabludovsky's Morgan Stanley Experience
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  

Skills
Mutual Funds, Asset Management, IT Management, IT Risk Management, Equities, Fixed Income, Business Analysis, Project Management, Vendor Management, Management, Financial Services, Hedge Funds, Investments, Program Management

Education
Saint Petersburg State University of Finance and Economics   1981 — 1986
MS, Economics

courtney mcmahon courtney mcmahon Greater New York City Area Details
courtney mcmahon's Morgan Stanley Experience June 2002 - March 2012
Job Vice President of the Consulting Group Sales Desk
Industry Financial Services
Experience
Morgan Stanley Investment Management  1998 - Present
morgan stanley   June 2002 - March 2012

Skills
Equities, Fixed Income, Mutual Funds, Series 63, Alternative Investments, Securities, Portfolio Management, Asset Allocation, Investments, FINRA, Wealth Management, Asset Managment, Hedge Funds, Series 24, Trading Systems, Investment Advisory, Capital Markets, Options, Bloomberg

Education
St. Peter's College   1996 — 2000
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services

Elsie Classen Elsie Classen Greater New York City Area Details
Elsie Classen's Morgan Stanley Experience March 2015 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   March 2015 - Present
UBS Wealth Management  June 1998 - January 2015
Summit Bank  1995 - April 1998

Skills
Series 7, Capital Markets, Fixed Income, Portfolio Management, Financial Services, Wealth Management, Derivatives, Asset Management, Back Office, Risk Management, Trading, Securities, Investment Banking, Bloomberg

Education
Saint Peter's University   1994 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Mark Lauria Mark Lauria Greater New York City Area Details
Mark Lauria's Morgan Stanley Experience February 2013 - July 2015
Job Senior Associate at PricewaterhouseCoopers
Industry Legal Services
Experience
PricewaterhouseCoopers  July 2015 - Present
Morgan Stanley   February 2013 - July 2015
Autarky Consulting, Inc.   August 2012 - January 2013
Direct Edge  September 2011 - August 2012
MetLife  May 2011 - July 2011
State of New Jersey Office of the Attorney General  January 2011 - April 2011
FINRA  May 2010 - August 2010
Deutsche Bank  May 2007 - June 2009
Banc of America Securities  August 2006 - May 2007

Skills
Securities, Legal Research, Legal Writing, Equities, Corporate Law, Word, Compliance, Securities Law, Microsoft Office, Derivatives, Excel, Mediation, Securities Regulation, Westlaw, Litigation, Civil Litigation, Microsoft Word

Education
Seton Hall University School of Law   2009 — 2012
J.D.

Saint Louis University   2002 — 2006
Bachelor of Science, Economics, Biology minor

Monsignor Farrell High School   1998 — 2002
High School

Andrew Ragone Andrew Ragone Greater New York City Area Details
Andrew Ragone's Morgan Stanley Experience April 2011 - Present
Job Operational Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   April 2011 - Present
Barclays Wealth and Investment Management  April 2010 - April 2011
Brown Brothers Harriman  November 2008 - April 2010
UBS  September 1998 - November 2008

Skills
Operational Risk..., Financial Services, Regulation W, Fiduciary Services, Banking Compliance, Commercial Banking, Trust Services, New Product Approval, Private Banking, Securities, Capital Markets, Banking, Risk Management, Fixed Income, Investment Banking

Education
Saint Peter's University
BS, Accounting and Finance

Silvi Stefan Silvi Stefan Greater New York City Area Details
Silvi Stefan's Morgan Stanley Experience May 2000 - February 2008
Job Administrative Assistant Corporate Communications at Mercedes Benz USA
Industry Automotive
Experience
Mercedes-Benz USA  October 2008 - Present
PINNACLE LTD   October 2008 - Present
Morgan Stanley   May 2000 - February 2008
Schroder & Co  July 1995 - March 2000
National Broadcasting Company  August 1987 - March 1995

Education
Saint Peter's University
Bachelor of Science, Management

The Wood School Business School
Exec Sec, Executive Secretarial Business

Gregory Monnier Gregory Monnier Baltimore, Maryland Area Details
Gregory Monnier's Morgan Stanley Experience June 2008 - October 2011
Job Owner and Manager at Charmed Chimney Service
Industry Financial Services
Experience
Charmed Chimney Service   November 2012 - Present
M&T Bank  October 2011 - November 2012
Morgan Stanley   June 2008 - October 2011

Skills
B2B Marketing, Sales, Financial Analysis, Microsoft Office, Back Office Operations, Chimneys, Financial Research

Education
Salisbury University   2004 — 2008
Bachelor of Science, Finance

Salisbury University   2004 — 2008
Bachelor of Arts, Economics

Brendan Clark Brendan Clark Greater New York City Area Details
Brendan Clark's Morgan Stanley Experience July 2014 - Present
Job Legal Entity Controllers Manager
Industry Financial Services
Experience
Morgan Stanley   July 2014 - Present
Morgan Stanley   January 2010 - June 2014
Morgan Stanley   July 2009 - December 2010
Morgan Stanley   June 2008 - August 2008

Skills
Microsoft Office, Excel, Internet Explorer, Access, Accounting, PowerPoint, Outlook, Word, Financial Reporting, Expense Control, Expense Management, Expense Reduction, Expense Budgeting, Account Reconciliation, Budget Reconciliation, Controller, Cost Control, Cost Accounting

Education
Saint Michael's College   2005 — 2009
B.S.; Business Administration, Finance and Marketing

Don Bosco Prep   2001 — 2005

Heather Fischer Heather Fischer Phoenix, Arizona Details
Heather Fischer's Morgan Stanley Experience March 2005 - April 2008
Job IP Paralegal at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Altep, Inc.   July 2015 - Present
Women in eDiscovery  2015 - 2015
Gibson, Dunn & Crutcher LLP   February 2013 - July 2014
Dentons  August 2011 - February 2013
City and County of San Francisco  April 2008 - August 2011
Morgan Stanley   March 2005 - April 2008
Covington & Burling  May 2002 - March 2005
Monsanto Company  October 2000 - May 2002
Husch Blackwell Sanders  September 1997 - October 2000
Dannen Crane Heyman & Simon   June 1995 - September 1997

Skills
Trials, Litigation Support, Legal Research, Document Review, Westlaw, Litigation, Lexis, Pleadings, Civil Litigation, Depositions, Courts, Legal Assistance, Commercial Litigation, Patent Litigation, Trademarks

Education
Saint Louis University   2000 — 2002
Bachelor, Business

American Institute for Paralegal Studies   1993 — 1995

Oswego High School

Cynthia Currao Cynthia Currao Howell, New Jersey Details
Cynthia Currao's Morgan Stanley Experience June 1985 - December 1993
Job Teacher at Lakewood Board of Education/ Persoanl Asst. Financial Advisor/Arbonne International/Omnitrition
Industry Primary/Secondary Education
Experience
Frank Matalvo Associate Scout Toronto Blue Jays/ Financial Advisor   May 2012 - Present
Arbonne International (Independent Consultant)   January 2012 - Present
Lakewood School District  September 2002 - Present
Morgan Stanley   June 1985 - December 1993

Skills
Training, Customer Service, Management, Public Speaking, Coaching, Teaching, Event Planning, Leadership Development, Leadership, Team Building, Travel Arrangements, Travel Planning

Education
St. Peter's College   1979 — 1983
BS, Elementary Education and Teaching

Tom Tansey Tom Tansey Ridgewood, New Jersey Details
Tom Tansey's Morgan Stanley Experience 2010 - September 2013
Job Senior Vice President, Business Banking Business Development at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - Present
Wells Fargo  September 2013 - June 2015
Morgan Stanley   2010 - September 2013
Wells Fargo  2002 - 2010
New England Financial  2000 - 2001

Skills
Series 7, Series 63, New Jersey Life and...

Education
St. Peter's College   2001 — 2006
Master of Business Administration (MBA), Finance, General

Villanova University   1995 — 1999
Bachelor of Science (BS), Management with a concentration in International Business

Amanda Huthwaite Amanda Huthwaite New York, New York Details
Amanda Huthwaite's Morgan Stanley Experience August 2010 - December 2011
Job Leveraged Acquisition Finance Analyst at Bank of Ireland
Industry Banking
Experience
Bank of Ireland  January 2012 - Present
Morgan Stanley   August 2010 - December 2011

Skills
Finance

Education
Saint Mary's College   2006 — 2010
Bachelor of Business Administration, Finance, General

David Riccio David Riccio Ogunquit, Maine Details
David Riccio's Morgan Stanley Experience 2004 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley   2004 - 2014

Skills
Equities, Series 7, Wealth Management, Asset Allocation, Investment Advisory

Education
Saint Michael's College   1975 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5

Elise O'Neil Elise O'Neil Winston Salem, North Carolina Details
Elise O'Neil's Morgan Stanley Experience June 2009 - August 2009
Job Student at Salem College
Industry
Experience
The Durham Museum  May 2013 - August 2013
Justice: Just for Girls  June 2012 - August 2012
The Durham Museum  January 2012 - January 2012
Morgan Stanley   June 2009 - August 2009

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service

Education
Salem College   2010 — 2014
Bachelor of Arts (B.A.), History

Jason Dube Jason Dube Greenwich, Connecticut Details
Jason Dube's Morgan Stanley Experience January 2004 - March 2006
Job Vice President at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management  March 2006 - Present
Morgan Stanley   January 2004 - March 2006
State Street Bank  July 2002 - December 2003

Skills
Corporate Actions, Securities

Education
Salem State University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

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