Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
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
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
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
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
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
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
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
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
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
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
UBS 2011 - Present
Merrill Lynch 2008 - 2011
Morgan Stanley 2002 - 2008
Education
Saint Louis University 1998 — 2002
B.S., Finance
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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"
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MLB.com June 2015 - Present
Morgan Stanley June 1996 - January 2012
Morgan Stanley 1996 - 2012
Education
Saint Peter's University 1991 — 1995
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
. 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
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
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
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
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)
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
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
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
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)
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
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
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
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
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
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
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
Fowler's Consulting Services March 2008 - Present
Morgan Stanley November 2000 - February 2008
Education
Saint Peter's University 1992 — 1996
MBA, MIS / Marketing
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
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
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
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
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
BlumerChase Financial February 2007 - Present
Morgan Stanley August 1999 - February 2007
Education
Saint Martin's University
MBA
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
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
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
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
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
Merrill Lynch May 2014 - Present
Morgan Stanley July 2009 - May 2014
Citigroup September 2007 - July 2009
Education
Saint Peter's University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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