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
Employee
Years
Job
Industry
Julia Rubalevskaya Julia Rubalevskaya's Morgan Stanley Experience August 2012 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2012 - Present
Wharton Social Venture Fund September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Clear Channel Radio June 2009 - May 2010
Endeavor January 2009 - May 2009
Oliver Wyman September 2006 - January 2009
Skills
Venture Capital, Investments, Competitive Analysis, Financial Modeling, Due Diligence, Private Equity, Valuation, Emerging Markets, Management Consulting, Corporate Finance, Investment Banking, Business Strategy, Analytics, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), MBA (Concentration in Finance) / MA (Concentration in Francophone Studies from Lauder Institute)
University of Pennsylvania 2002 — 2006
BS/BA, Hunstman Program in Business and International Studies, focus in French
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Sciences Po 2004 — 2005
Programme International, International Relations
Morgan Stanley August 2012 - Present
Wharton Social Venture Fund September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Clear Channel Radio June 2009 - May 2010
Endeavor January 2009 - May 2009
Oliver Wyman September 2006 - January 2009
Skills
Venture Capital, Investments, Competitive Analysis, Financial Modeling, Due Diligence, Private Equity, Valuation, Emerging Markets, Management Consulting, Corporate Finance, Investment Banking, Business Strategy, Analytics, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), MBA (Concentration in Finance) / MA (Concentration in Francophone Studies from Lauder Institute)
University of Pennsylvania 2002 — 2006
BS/BA, Hunstman Program in Business and International Studies, focus in French
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Sciences Po 2004 — 2005
Programme International, International Relations
Adam Greiss Adam Greiss's Morgan Stanley Experience 2006 - Present
Job Vice President, Creative Director, Global Head of Creative Services at Morgan Stanley
Industry Graphic Design
Experience
InSource June 2011 - Present
Morgan Stanley 2006 - Present
School of Visual Arts 1997 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley Dean Witter 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
The O Group 1997 - 1999
Type Directors Club 1995 - 1999
Parsons School of Design 1992 - 1997
Skills
Graphic Design, Creative Direction, Vendor Management, Team Building, Marketing, Teamwork, Advertising, Brand Development, Logo Design, Art Direction, Typography, Strategy, Corporate Identity, Art, Brand Management, Branding & Identity, Corporate Branding, Creative Strategy, Integrated Marketing, Leadership, Marketing Communications, Direct Mail, Adobe Creative Suite, Web Design, Digital Marketing, Online Marketing, InDesign, Program Management, Social Media Marketing, Management, Illustrator, Email Marketing, Interaction Design, Publishing, Digital Strategy, Adobe Acrobat, Social Media
Education
School of Visual Arts 1985 — 1988
BFA, Graphic Design, Media Communications
InSource June 2011 - Present
Morgan Stanley 2006 - Present
School of Visual Arts 1997 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley Dean Witter 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
The O Group 1997 - 1999
Type Directors Club 1995 - 1999
Parsons School of Design 1992 - 1997
Skills
Graphic Design, Creative Direction, Vendor Management, Team Building, Marketing, Teamwork, Advertising, Brand Development, Logo Design, Art Direction, Typography, Strategy, Corporate Identity, Art, Brand Management, Branding & Identity, Corporate Branding, Creative Strategy, Integrated Marketing, Leadership, Marketing Communications, Direct Mail, Adobe Creative Suite, Web Design, Digital Marketing, Online Marketing, InDesign, Program Management, Social Media Marketing, Management, Illustrator, Email Marketing, Interaction Design, Publishing, Digital Strategy, Adobe Acrobat, Social Media
Education
School of Visual Arts 1985 — 1988
BFA, Graphic Design, Media Communications
Daniel Alling Daniel Alling's Morgan Stanley Experience 1992 - 1995
Job Sr. Marketing Consultant at Swift Group
Industry Information Technology and Services
Experience
Swift Group February 2015 - Present
Rational Interaction July 2014 - January 2015
Swift Group February 2012 - July 2014
Microsoft May 2006 - February 2012
Smooth Fusion October 2005 - April 2006
Internet Commerce Corporation September 2003 - October 2005
GE Information Services 1998 - 2003
General Electric 1995 - 1998
Morgan Stanley 1992 - 1995
Skills
SaaS, Partner Management, Channel, Demand Generation, Cross-functional Team..., New Business Development, Product Development, Business Strategy, Business Alliances, Product Launch, Competitive Analysis, Sales Management, Strategy, Marketing, Project Management, Sales, Strategic Partnerships
Education
Seattle University 2003 — 2005
Masters, Business Administration
Washington State University 1988 — 1992
BA, Economics
Skyline Elementary
Skyline Elementary
Skyline Elementary
Swift Group February 2015 - Present
Rational Interaction July 2014 - January 2015
Swift Group February 2012 - July 2014
Microsoft May 2006 - February 2012
Smooth Fusion October 2005 - April 2006
Internet Commerce Corporation September 2003 - October 2005
GE Information Services 1998 - 2003
General Electric 1995 - 1998
Morgan Stanley 1992 - 1995
Skills
SaaS, Partner Management, Channel, Demand Generation, Cross-functional Team..., New Business Development, Product Development, Business Strategy, Business Alliances, Product Launch, Competitive Analysis, Sales Management, Strategy, Marketing, Project Management, Sales, Strategic Partnerships
Education
Seattle University 2003 — 2005
Masters, Business Administration
Washington State University 1988 — 1992
BA, Economics
Skyline Elementary
Skyline Elementary
Skyline Elementary
Ed Fresco Ed Fresco's Morgan Stanley Experience December 2013 - May 2014
Job Internal Audit Director at Citi
Industry Accounting
Experience
Citi May 2014 - Present
Morgan Stanley December 2013 - May 2014
PwC August 2006 - December 2013
PwC January 2005 - August 2006
Skills
Assurance, Auditing, External Audit, US GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, GAAP, Big 4, CPA, Financial Reporting, Financial Accounting, Accounting, Broker-Dealer, Prime Brokerage, Commodity Markets, Basel I, Basel II, Basel III, Variable Interest..., Management Consulting, Process Consulting, Employee Stock Options
Education
Seton Hall University 2006 — 2007
Master of Science (MS), Accounting
Seton Hall University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Citi May 2014 - Present
Morgan Stanley December 2013 - May 2014
PwC August 2006 - December 2013
PwC January 2005 - August 2006
Skills
Assurance, Auditing, External Audit, US GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, GAAP, Big 4, CPA, Financial Reporting, Financial Accounting, Accounting, Broker-Dealer, Prime Brokerage, Commodity Markets, Basel I, Basel II, Basel III, Variable Interest..., Management Consulting, Process Consulting, Employee Stock Options
Education
Seton Hall University 2006 — 2007
Master of Science (MS), Accounting
Seton Hall University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Arian Howard Arian Howard's Morgan Stanley Experience November 2013 - Present
Job Derivatives Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
CapTrust Advisors, LLC January 2013 - November 2013
USF Student Managed Investment Fund August 2012 - May 2013
AXA Advisors November 2011 - January 2013
eBay June 2008 - January 2011
Web Solutions of America December 2009 - December 2010
Skills
XHTML, JavaScript, Photoshop, Financial Analysis, Online Advertising, SEO, Equity Valuation, Graphic Design, Microsoft Excel, Marketing, Sales, Social Media, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Access, Finance, Management, Leadership, Time Management, PowerPoint
Education
University of South Florida 2011 — 2013
Finance, 3.67
Seminole State College of Florida 2009 — 2011
Associate of Arts, Business Administration, 3.65
Morgan Stanley November 2013 - Present
CapTrust Advisors, LLC January 2013 - November 2013
USF Student Managed Investment Fund August 2012 - May 2013
AXA Advisors November 2011 - January 2013
eBay June 2008 - January 2011
Web Solutions of America December 2009 - December 2010
Skills
XHTML, JavaScript, Photoshop, Financial Analysis, Online Advertising, SEO, Equity Valuation, Graphic Design, Microsoft Excel, Marketing, Sales, Social Media, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Access, Finance, Management, Leadership, Time Management, PowerPoint
Education
University of South Florida 2011 — 2013
Finance, 3.67
Seminole State College of Florida 2009 — 2011
Associate of Arts, Business Administration, 3.65
Katherine Gread Katherine Gread's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Seattle University Redhawk Investment Fund May 2015 - Present
Seattle University January 2013 - Present
Knott's Berry Farm July 2013 - September 2013
PacSeal Hydraulics, Inc. June 2011 - August 2011
Skills
Leadership, Writing, Microsoft Excel, Teamwork, Management, Customer Service, Accounts Payable, Research, Microsoft Office, Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Word, Time Management, Social Networking
Education
Seattle University 2012 — 2016
Bachelor of Arts in Business Administration, Finance with Economics and Philosophy
Ecole de commerce Paris: The American Business School Paris 2014 — 2014
International Business, Finance, French
Troy High School 2008 — 2012
Morgan Stanley June 2015 - Present
Seattle University Redhawk Investment Fund May 2015 - Present
Seattle University January 2013 - Present
Knott's Berry Farm July 2013 - September 2013
PacSeal Hydraulics, Inc. June 2011 - August 2011
Skills
Leadership, Writing, Microsoft Excel, Teamwork, Management, Customer Service, Accounts Payable, Research, Microsoft Office, Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Word, Time Management, Social Networking
Education
Seattle University 2012 — 2016
Bachelor of Arts in Business Administration, Finance with Economics and Philosophy
Ecole de commerce Paris: The American Business School Paris 2014 — 2014
International Business, Finance, French
Troy High School 2008 — 2012
Daniel P. McKiernan Daniel P. McKiernan's Morgan Stanley Experience January 2012 - December 2012
Job Bryant Park Capital | Graduate Assistant | MBA Candidate
Industry Investment Banking
Experience
Bryant Park Capital June 2015 - Present
Villanova School of Business August 2014 - Present
Villanova University August 2014 - Present
Augustinian Volunteers August 2013 - July 2014
The Joy of Sox January 2013 - May 2013
Morgan Stanley January 2012 - December 2012
Skills
Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Social Networking, Financial Analysis, Facebook
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
SDA Bocconi
Master of Business Administration (M.B.A.), International Economics
Villanova University 2009 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies
Malvern Preparatory School 2002 — 2009
Bryant Park Capital June 2015 - Present
Villanova School of Business August 2014 - Present
Villanova University August 2014 - Present
Augustinian Volunteers August 2013 - July 2014
The Joy of Sox January 2013 - May 2013
Morgan Stanley January 2012 - December 2012
Skills
Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Social Networking, Financial Analysis, Facebook
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
SDA Bocconi
Master of Business Administration (M.B.A.), International Economics
Villanova University 2009 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies
Malvern Preparatory School 2002 — 2009
Robert Reavis Robert Reavis's Morgan Stanley Experience September 2009 - November 2009
Job Middle Market Investment Banking Associate
Industry Investment Banking
Experience
ButcherJoseph & Co. March 2015 - Present
ButcherJoseph & Co. 2012 - March 2015
Societe Generale 2011 - 2012
University of Chicago Booth School of Business June 2009 - June 2011
Accion Emprendedora June 2010 - August 2010
Morgan Stanley September 2009 - November 2009
Orascom Construction Industries (OCI) June 2008 - August 2008
Skills
Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Valuation, Portfolio Management, Economics, Investments, Bloomberg, Financial Analysis, Macroeconomics, Fitness, Equities, Capital IQ, Research, Capital Markets, Hedge Funds, Equity Research, Mergers & Acquisitions, Leveraged Finance, Finance, Analysis, Strategy, Microsoft Office, LBO, Due Diligence, PowerPoint, DCF, Data Analysis, Emerging Markets, Public Speaking, Leadership
Education
The University of Chicago 2006 — 2011
B.A (Honors), Economics and International Studies
Institut d'Etudes politiques de Paris 2008 — 2009
Diplôme du Programme International, International Political Economy
The London School of Economics and Political Science (LSE) 2007 — 2007
Summer Program, Economics of European Integration
Brookfield Academy 2003 — 2006
HS Diploma
ButcherJoseph & Co. March 2015 - Present
ButcherJoseph & Co. 2012 - March 2015
Societe Generale 2011 - 2012
University of Chicago Booth School of Business June 2009 - June 2011
Accion Emprendedora June 2010 - August 2010
Morgan Stanley September 2009 - November 2009
Orascom Construction Industries (OCI) June 2008 - August 2008
Skills
Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Valuation, Portfolio Management, Economics, Investments, Bloomberg, Financial Analysis, Macroeconomics, Fitness, Equities, Capital IQ, Research, Capital Markets, Hedge Funds, Equity Research, Mergers & Acquisitions, Leveraged Finance, Finance, Analysis, Strategy, Microsoft Office, LBO, Due Diligence, PowerPoint, DCF, Data Analysis, Emerging Markets, Public Speaking, Leadership
Education
The University of Chicago 2006 — 2011
B.A (Honors), Economics and International Studies
Institut d'Etudes politiques de Paris 2008 — 2009
Diplôme du Programme International, International Political Economy
The London School of Economics and Political Science (LSE) 2007 — 2007
Summer Program, Economics of European Integration
Brookfield Academy 2003 — 2006
HS Diploma
Brent Hardy Brent Hardy's Morgan Stanley Experience March 2004 - September 2008
Job Associate Attorney at Clement & Drotz
Industry Law Practice
Experience
Clement & Drotz March 2015 - Present
Heffernan Law Group PLLC December 2011 - February 2015
Reeve Shima June 2010 - August 2011
Susan J Shulenberger Family Law December 2009 - January 2010
Morgan Stanley March 2004 - September 2008
Skills
Legal Writing, Legal Research, Litigation, Insurance, Employment Law, Securities, Negotiation, Investments, Public Speaking
Education
Seattle University School of Law 2009 — 2012
Juris Doctor, 2012
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance
Clement & Drotz March 2015 - Present
Heffernan Law Group PLLC December 2011 - February 2015
Reeve Shima June 2010 - August 2011
Susan J Shulenberger Family Law December 2009 - January 2010
Morgan Stanley March 2004 - September 2008
Skills
Legal Writing, Legal Research, Litigation, Insurance, Employment Law, Securities, Negotiation, Investments, Public Speaking
Education
Seattle University School of Law 2009 — 2012
Juris Doctor, 2012
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance
Jon Labonite, SPHR Jon Labonite, SPHR's Morgan Stanley Experience June 2001 - August 2002
Job Vice President of Human Resources at Inspirus Credit Union
Industry Financial Services
Experience
Inspirus Credit Union February 2014 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) May 2004 - August 2013
SNW Asset Management May 2004 - August 2013
CUNA Mutual Group April 2003 - December 2003
Morgan Stanley June 2001 - August 2002
Skills
Investments, Management, Due Diligence, Fixed Income, Strategic Human..., Leadership Development, Succession Planning, Recruiting, Talent Mobility, Benefits Negotiation, Benefits Design, Benefits Management, Executive Coaching, Performance Management, Compliance, Securities Regulation, Leadership, Finance, Strategic Planning, Change Management, Series 7, Executive Management, Investment Banking, Financial Services, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Securities, Asset Management, Risk Management, Human Resources, Bloomberg
Education
Pacific Coast Banking School, University of Washington 2014 — 2016
Seattle University 1994 — 1999
Bachelor of Arts in Business Administration, Accounting
Inspirus Credit Union February 2014 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) May 2004 - August 2013
SNW Asset Management May 2004 - August 2013
CUNA Mutual Group April 2003 - December 2003
Morgan Stanley June 2001 - August 2002
Skills
Investments, Management, Due Diligence, Fixed Income, Strategic Human..., Leadership Development, Succession Planning, Recruiting, Talent Mobility, Benefits Negotiation, Benefits Design, Benefits Management, Executive Coaching, Performance Management, Compliance, Securities Regulation, Leadership, Finance, Strategic Planning, Change Management, Series 7, Executive Management, Investment Banking, Financial Services, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Securities, Asset Management, Risk Management, Human Resources, Bloomberg
Education
Pacific Coast Banking School, University of Washington 2014 — 2016
Seattle University 1994 — 1999
Bachelor of Arts in Business Administration, Accounting
Jesse Ruzicka Jesse Ruzicka's Morgan Stanley Experience 2000 - 2001
Job Senior Director, Sales & Account Management, Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts December 2012 - Present
Express Scripts (formerly Medco Health Solutions) July 2007 - December 2012
Medco April 2004 - July 2007
T.Rowe Price 2001 - 2004
Morgan Stanley 2000 - 2001
Skills
Pharmacy Benefit..., Forecasting, Pricing, Financial Analysis, Healthcare, Account Management, Strategic Planning, Contract Negotiation, Business Planning, Business Strategy, Pharmaceutical Sales, Budgets, Financial Modeling, Managerial Finance, Financial Reporting, Microsoft Excel, Microsoft Office, Cross-functional Team..., Strategy, Management, Employee Benefits, CRM, Analysis, Sales, Finance, Training, Sales Management, P&L Management, Leadership, Process Improvement, Managed Care, Pharmaceutical Industry, Medicare, Healthcare Industry, Team Building, Vendor Management
Education
Seton Hall University 2002 — 2003
MBA, Finance, Graduated Summa Cum Laude
Mary Washington College 1995 — 1999
BS, Business Administration
Express Scripts December 2012 - Present
Express Scripts (formerly Medco Health Solutions) July 2007 - December 2012
Medco April 2004 - July 2007
T.Rowe Price 2001 - 2004
Morgan Stanley 2000 - 2001
Skills
Pharmacy Benefit..., Forecasting, Pricing, Financial Analysis, Healthcare, Account Management, Strategic Planning, Contract Negotiation, Business Planning, Business Strategy, Pharmaceutical Sales, Budgets, Financial Modeling, Managerial Finance, Financial Reporting, Microsoft Excel, Microsoft Office, Cross-functional Team..., Strategy, Management, Employee Benefits, CRM, Analysis, Sales, Finance, Training, Sales Management, P&L Management, Leadership, Process Improvement, Managed Care, Pharmaceutical Industry, Medicare, Healthcare Industry, Team Building, Vendor Management
Education
Seton Hall University 2002 — 2003
MBA, Finance, Graduated Summa Cum Laude
Mary Washington College 1995 — 1999
BS, Business Administration
Kathy D'Aiuto Kathy D'Aiuto's Morgan Stanley Experience June 1994 - May 1999
Job Executive Assistant at U.S. Medical Management
Industry Hospital & Health Care
Experience
U.S. Medical Management December 2002 - Present
Federated Capital Corporation 1999 - 2002
Morgan Stanley June 1994 - May 1999
Skills
Microsoft Office, PowerPoint, Office Management, Microsoft Word, Healthcare, Microsoft Excel, Microsoft Publisher, Visio, QuickBooks, SharePoint, Healthcare Management, Customer Service, Process Improvement, Team Building, Event Planning
Education
Schoolcraft College
Medical Record Technology
U.S. Medical Management December 2002 - Present
Federated Capital Corporation 1999 - 2002
Morgan Stanley June 1994 - May 1999
Skills
Microsoft Office, PowerPoint, Office Management, Microsoft Word, Healthcare, Microsoft Excel, Microsoft Publisher, Visio, QuickBooks, SharePoint, Healthcare Management, Customer Service, Process Improvement, Team Building, Event Planning
Education
Schoolcraft College
Medical Record Technology
Carlton Ramsey Carlton Ramsey's Morgan Stanley Experience 1998 - 2000
Job Graphics Art Specialist
Industry Graphic Design
Experience
Church Pension Group Freelance Production ArtistAGA Catalog Agency2003 - 2005
Grey Healthcare Group 2001 - 2003
SFI Creative Group 1997 - 2003
Morgan Stanley 1998 - 2000
Formula One 1983 - 1995
Skills
Photoshop, InDesign, Logos, Brochures, Catalogs, Business Cards, Advertising, Mac, Adobe Acrobat, Print Production, Illustration, Retouching, Layout, Illustrator, Typography, Logo Design, Adobe Creative Suite, Graphic Design, QuarkXPress, Art Direction, Word, Production, Digital Photography, Photography, Pre-press, Corporate Identity, Posters, Banners, Art, Visual Communication, Graphics, Branding & Identity, Direct Mail, Web Design, Image Manipulation, Microsoft Word, Concept Development, Corporate Branding, Newsletters, Collateral, Annual Reports, Creative Direction, Packaging
Education
New Horizons Computer Learning Center 2012 — 2012
Certificate, Photoshop CS6
Sterling Ledet and Associates 2012 — 2012
Technique Training, InDesign
Nobel Desktop Publishing 2009 — 2011
Associate’s Degree, InDesign, Photoshop and Illustrator
Halifax Community College 1978 — 2001
AAS, Commercial Art & Advertising Design
School of Visual Arts 1982 — 1983
Media Arts
Gumberry
Church Pension Group Freelance Production ArtistAGA Catalog Agency2003 - 2005
Grey Healthcare Group 2001 - 2003
SFI Creative Group 1997 - 2003
Morgan Stanley 1998 - 2000
Formula One 1983 - 1995
Skills
Photoshop, InDesign, Logos, Brochures, Catalogs, Business Cards, Advertising, Mac, Adobe Acrobat, Print Production, Illustration, Retouching, Layout, Illustrator, Typography, Logo Design, Adobe Creative Suite, Graphic Design, QuarkXPress, Art Direction, Word, Production, Digital Photography, Photography, Pre-press, Corporate Identity, Posters, Banners, Art, Visual Communication, Graphics, Branding & Identity, Direct Mail, Web Design, Image Manipulation, Microsoft Word, Concept Development, Corporate Branding, Newsletters, Collateral, Annual Reports, Creative Direction, Packaging
Education
New Horizons Computer Learning Center 2012 — 2012
Certificate, Photoshop CS6
Sterling Ledet and Associates 2012 — 2012
Technique Training, InDesign
Nobel Desktop Publishing 2009 — 2011
Associate’s Degree, InDesign, Photoshop and Illustrator
Halifax Community College 1978 — 2001
AAS, Commercial Art & Advertising Design
School of Visual Arts 1982 — 1983
Media Arts
Gumberry
Esteban Socarras Esteban Socarras's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
UNC Honor Court February 2013 - May 2015
Morgan Stanley June 2013 - August 2014
University of North Carolina at Chapel Hill August 2012 - May 2014
BluePrints for Business July 2012 - August 2012
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Arts (BA), Economics; Global Studies
Sciences Po 2013 — 2013
TC Roberson High School 2007 — 2011
Morgan Stanley June 2015 - Present
UNC Honor Court February 2013 - May 2015
Morgan Stanley June 2013 - August 2014
University of North Carolina at Chapel Hill August 2012 - May 2014
BluePrints for Business July 2012 - August 2012
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Arts (BA), Economics; Global Studies
Sciences Po 2013 — 2013
TC Roberson High School 2007 — 2011
Amaf Bashmaf Amaf Bashmaf's Morgan Stanley Experience September 2006 - October 2007
Job Operations Sales Associate at FXCM
Industry Banking
Experience
FXCM February 2011 - Present
CreditRiskMonitor 2010 - February 2011
KPMG 2009 - 2009
Morgan Stanley September 2006 - October 2007
Skills
Risk Management, Analysis, Capital Markets, Financial Analysis, Bloomberg, Fixed Income, Equities, Trading, Finance, microsoft excel, powerpoint, Salesforce.com, Relationship Management, Financial Services, Strategy
Education
Seton Hall University 2005 — 2009
BS, Finance
Manchester Régional High school 1999 — 2001
FXCM February 2011 - Present
CreditRiskMonitor 2010 - February 2011
KPMG 2009 - 2009
Morgan Stanley September 2006 - October 2007
Skills
Risk Management, Analysis, Capital Markets, Financial Analysis, Bloomberg, Fixed Income, Equities, Trading, Finance, microsoft excel, powerpoint, Salesforce.com, Relationship Management, Financial Services, Strategy
Education
Seton Hall University 2005 — 2009
BS, Finance
Manchester Régional High school 1999 — 2001
John Pyndus John Pyndus's Morgan Stanley Experience October 1986 - August 2006
Job Retired
Industry Financial Services
Experience
The American College June 2008 - December 2014
Bank of America 2006 - 2008
Morgan Stanley October 1986 - August 2006
Dean Witter 1988 - 2006
Morgan Stanley 1986 - 2006
Mutual of New York December 1972 - March 1986
Skills
Series 7, Wealth Management, Leadership, Program Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, FINRA, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Marketing, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Insurance, Retirement, Risk Management, Financial Planning
Education
Seton Hall University 1996 — 2001
MA
Wadhams Hall 1965 — 1968
BA, Philosophy
The American College June 2008 - December 2014
Bank of America 2006 - 2008
Morgan Stanley October 1986 - August 2006
Dean Witter 1988 - 2006
Morgan Stanley 1986 - 2006
Mutual of New York December 1972 - March 1986
Skills
Series 7, Wealth Management, Leadership, Program Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, FINRA, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Marketing, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Insurance, Retirement, Risk Management, Financial Planning
Education
Seton Hall University 1996 — 2001
MA
Wadhams Hall 1965 — 1968
BA, Philosophy
Aaron Traub Aaron Traub's Morgan Stanley Experience June 2012 - December 2014
Job Vice President at JPMorgan Chase & Co.
Industry Internet
Experience
JPMorgan Chase & Co. January 2015 - Present
HR Startup July 2012 - December 2014
Morgan Stanley June 2012 - December 2014
University of South Carolina January 2012 - June 2012
Colonial Life and Accident Insurance Company March 2008 - December 2011
Colonial Supplemental Insurance 2003 - March 2009
Here is New York October 2001 - June 2006
Exzo December 1999 - September 2001
Wechsler Ross & partners November 1998 - December 1999
Studio Archetype July 1997 - November 1998
Skills
Information Architecture, Usability, Graphic Design, Customer Experience, Insurance, Usability Testing, Wireframes, User Experience, User Experience Design, User Interface Design, User-centered Design, Interaction Design, User Interface, HTML 5, Usability Engineering, Marketing, Heuristic Evaluation, CMS, JavaScript, Brand Development, CSS, Web Development, Web Design, E-commerce, Information Design, Experience Design, HTML, Strategy, Cross-functional Team..., Wire Framing, Start-ups, Agile Methodologies, Digital Strategy, Front-end, Integrated Marketing, Web Applications, Visual Design, Mobile Design, Operational Risk, Mobile Applications, Analytics, User Research, SaaS, Web Analytics, Content Strategy, Competitive Analysis
Education
School of Visual Arts 1994 — 1997
MFA, Art, Interaction Design and Virtual Reality
Grinnell College 1989 — 1993
Bachelor of Arts, Philosophy
Friends Seminary 1985 — 1989
High School Degree
JPMorgan Chase & Co. January 2015 - Present
HR Startup July 2012 - December 2014
Morgan Stanley June 2012 - December 2014
University of South Carolina January 2012 - June 2012
Colonial Life and Accident Insurance Company March 2008 - December 2011
Colonial Supplemental Insurance 2003 - March 2009
Here is New York October 2001 - June 2006
Exzo December 1999 - September 2001
Wechsler Ross & partners November 1998 - December 1999
Studio Archetype July 1997 - November 1998
Skills
Information Architecture, Usability, Graphic Design, Customer Experience, Insurance, Usability Testing, Wireframes, User Experience, User Experience Design, User Interface Design, User-centered Design, Interaction Design, User Interface, HTML 5, Usability Engineering, Marketing, Heuristic Evaluation, CMS, JavaScript, Brand Development, CSS, Web Development, Web Design, E-commerce, Information Design, Experience Design, HTML, Strategy, Cross-functional Team..., Wire Framing, Start-ups, Agile Methodologies, Digital Strategy, Front-end, Integrated Marketing, Web Applications, Visual Design, Mobile Design, Operational Risk, Mobile Applications, Analytics, User Research, SaaS, Web Analytics, Content Strategy, Competitive Analysis
Education
School of Visual Arts 1994 — 1997
MFA, Art, Interaction Design and Virtual Reality
Grinnell College 1989 — 1993
Bachelor of Arts, Philosophy
Friends Seminary 1985 — 1989
High School Degree
Giuliana Vural Giuliana Vural's Morgan Stanley Experience September 1994 - July 1996
Job Member, Vural Law Firm PLLC
Industry Law Practice
Experience
Vural Law Firm PLLC March 2011 - Present
Judd & Jacks, P.L.L.C. September 2008 - March 2011
Texas Wesleyan University School of Law n/k/a Texas A&M School of Law September 2006 - June 2009
Morgan Stanley September 1994 - July 1996
Washington Energy Exploration, Inc. November 1985 - June 1994
Fred Hutchinson Cancer Research Center October 1980 - August 1985
Skills
Negotiating Contracts, Division Order Title..., Base and Drilling Title..., Acquisition and..., Oil, Natural Gas, Minerals, Gas, Contract Negotiation, Real Estate, Joint Ventures, Due Diligence, Negotiation, Upstream, Petroleum, Energy, Oil & Gas Industry, Mergers & Acquisitions, Energy Industry, Title Opinions, Research, Oil & Gas, Acquisitions, Mineral Rights, Oil & Gas Law
Education
Seattle University School of Law 1982 — 1985
J.D., Law
Univeristy of Maryland, College Park 1979 — 1980
B.A., Art History
Castilleja High School 1971 — 1975
High School Diploma, Nat'l Merit Finalist
Vural Law Firm PLLC March 2011 - Present
Judd & Jacks, P.L.L.C. September 2008 - March 2011
Texas Wesleyan University School of Law n/k/a Texas A&M School of Law September 2006 - June 2009
Morgan Stanley September 1994 - July 1996
Washington Energy Exploration, Inc. November 1985 - June 1994
Fred Hutchinson Cancer Research Center October 1980 - August 1985
Skills
Negotiating Contracts, Division Order Title..., Base and Drilling Title..., Acquisition and..., Oil, Natural Gas, Minerals, Gas, Contract Negotiation, Real Estate, Joint Ventures, Due Diligence, Negotiation, Upstream, Petroleum, Energy, Oil & Gas Industry, Mergers & Acquisitions, Energy Industry, Title Opinions, Research, Oil & Gas, Acquisitions, Mineral Rights, Oil & Gas Law
Education
Seattle University School of Law 1982 — 1985
J.D., Law
Univeristy of Maryland, College Park 1979 — 1980
B.A., Art History
Castilleja High School 1971 — 1975
High School Diploma, Nat'l Merit Finalist
Kaylyn Sanbower Kaylyn Sanbower's Morgan Stanley Experience September 2014 - Present
Job Assistant National Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2015 - Present
Morgan Stanley September 2014 - Present
Seton Hall University August 2011 - Present
uFinancial Group May 2014 - August 2014
Victoria's Secret October 2010 - January 2014
Carmen Fusco Pro Baseball/Softball Academy June 2011 - August 2012
Skills
Microsoft Office, OneNote, Communication, Time Management, Teamwork, Microsoft Excel, Windows 8, Task-oriented, Facebook, Social Networking, Microsoft Word, Social Media, Management, Public Speaking, Event Planning, PowerPoint, Research, Leadership
Education
Seton Hall University 2011 — 2015
Bachelor's Degree, Mathematical Finance and Economics
Office of the Comptroller of the Currency June 2015 - Present
Morgan Stanley September 2014 - Present
Seton Hall University August 2011 - Present
uFinancial Group May 2014 - August 2014
Victoria's Secret October 2010 - January 2014
Carmen Fusco Pro Baseball/Softball Academy June 2011 - August 2012
Skills
Microsoft Office, OneNote, Communication, Time Management, Teamwork, Microsoft Excel, Windows 8, Task-oriented, Facebook, Social Networking, Microsoft Word, Social Media, Management, Public Speaking, Event Planning, PowerPoint, Research, Leadership
Education
Seton Hall University 2011 — 2015
Bachelor's Degree, Mathematical Finance and Economics
Emma Griffith Emma Griffith's Morgan Stanley Experience 2007 - 2009
Job Director, Global Infrastructure & Project Finance at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings January 2009 - Present
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Credit, Corporate Finance, Financial Analysis, Bloomberg, General Awesomeness, Credit Analysis, Capital Improvement, Aviation, Airports, Private Equity, Project Finance
Education
Institut d'Etudes politiques de Paris 2002 — 2004
Master's degree, Economics
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (BS), Economics
University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), International Studies, French
Fitch Ratings January 2009 - Present
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Credit, Corporate Finance, Financial Analysis, Bloomberg, General Awesomeness, Credit Analysis, Capital Improvement, Aviation, Airports, Private Equity, Project Finance
Education
Institut d'Etudes politiques de Paris 2002 — 2004
Master's degree, Economics
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (BS), Economics
University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), International Studies, French
Jessie Dunn Jessie Dunn's Morgan Stanley Experience June 2002 - February 2004
Job Director at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group December 2009 - Present
UnitedHealth Group January 2006 - December 2009
UnitedHealth Group September 2005 - January 2006
UnitedHealth Group August 2004 - September 2005
Morgan Stanley June 2002 - February 2004
Skills
Health Insurance, Healthcare, Leadership, Writing, Data Analysis, Process Improvement, Strategic Planning, Training, Coaching, Marketing, Access, Team Building, Analysis, Medicaid, Managed Care, Employee Benefits, Program Management, Microsoft Excel, Healthcare Industry, Insurance, Medicare, Customer Service, Business Analysis, Cross-functional Team..., Management, Strategy, Project Management, Sales, Marketing Strategy, Healthcare Information..., Vendor Management, Business Process..., Executive Management, Operations Management, Account Management, HIPAA, Disease Management, Budgets, Team Leadership, Healthcare Consulting, Health Policy, Healthcare Management, Organizational..., Call Centers, Change Management
Education
Seton Hall University 1998 — 2002
Bachelor's, Business Finance and Management
UnitedHealth Group December 2009 - Present
UnitedHealth Group January 2006 - December 2009
UnitedHealth Group September 2005 - January 2006
UnitedHealth Group August 2004 - September 2005
Morgan Stanley June 2002 - February 2004
Skills
Health Insurance, Healthcare, Leadership, Writing, Data Analysis, Process Improvement, Strategic Planning, Training, Coaching, Marketing, Access, Team Building, Analysis, Medicaid, Managed Care, Employee Benefits, Program Management, Microsoft Excel, Healthcare Industry, Insurance, Medicare, Customer Service, Business Analysis, Cross-functional Team..., Management, Strategy, Project Management, Sales, Marketing Strategy, Healthcare Information..., Vendor Management, Business Process..., Executive Management, Operations Management, Account Management, HIPAA, Disease Management, Budgets, Team Leadership, Healthcare Consulting, Health Policy, Healthcare Management, Organizational..., Call Centers, Change Management
Education
Seton Hall University 1998 — 2002
Bachelor's, Business Finance and Management
Antonio Vitetta Antonio Vitetta's Morgan Stanley Experience March 2010 - Present
Job Vice President Domestic Tax Compliance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2010 - Present
Cushman & Wakefield January 2007 - March 2010
CIT May 2003 - January 2007
KPMG 2000 - 2003
Wormser Corporation 1995 - 2000
Skills
Tax, Auditing, General Ledger, Accounting, Finance, PeopleSoft, Analysis
Education
Seton Hall University 1998 — 2002
College, Accounting
Morgan Stanley March 2010 - Present
Cushman & Wakefield January 2007 - March 2010
CIT May 2003 - January 2007
KPMG 2000 - 2003
Wormser Corporation 1995 - 2000
Skills
Tax, Auditing, General Ledger, Accounting, Finance, PeopleSoft, Analysis
Education
Seton Hall University 1998 — 2002
College, Accounting
Jiali Zeng Jiali Zeng's Morgan Stanley Experience June 2002 - August 2002
Job Capital Markets Associate
Industry Investment Banking
Experience
Standard Chartered Bank August 2008 - October 2010
Standard Chartered Bank August 2006 - August 2008
Mizuho Corporate Bank April 2005 - June 2006
Morgan Stanley June 2002 - August 2002
Education
Seton Hall University 2000 — 2004
B.A., Asian Studies, Business Management
Sophia University 2002 — 2003
Japanese Language
Standard Chartered Bank August 2008 - October 2010
Standard Chartered Bank August 2006 - August 2008
Mizuho Corporate Bank April 2005 - June 2006
Morgan Stanley June 2002 - August 2002
Education
Seton Hall University 2000 — 2004
B.A., Asian Studies, Business Management
Sophia University 2002 — 2003
Japanese Language
Nancy Andersen's Morgan Stanley Experience 1988 - 1999
Job Client Side Developer at TD Ameritrade
Industry Internet
Experience
Doctors Without Borders/Médecins Sans Frontières USA July 2015 - Present
TD Ameritrade June 2010 - June 2015
www.nanca.com January 2010 - July 2010
Ripple6 April 2008 - February 2010
Magnani Caruso Dutton December 2007 - April 2008
webmd.com March 2006 - March 2008
Doctors Without Borders/Médecins Sans Frontières September 2004 - January 2006
Morgan Stanley 1988 - 1999
Skills
JavaScript, CSS, User Interface Design, Front-end, Web Development, HTML, Information Architecture, CMS, Usability, Photoshop, XML, XHTML, Software Development, Web Services, User Experience
Education
NYU - New York University 2007 — 2009
Certificate, Global Affairs
School of Visual Arts 2007 — 2007
Advanced Flash CS3 Actionscript 3.0
Doctors Without Borders/Médecins Sans Frontières USA July 2015 - Present
TD Ameritrade June 2010 - June 2015
www.nanca.com January 2010 - July 2010
Ripple6 April 2008 - February 2010
Magnani Caruso Dutton December 2007 - April 2008
webmd.com March 2006 - March 2008
Doctors Without Borders/Médecins Sans Frontières September 2004 - January 2006
Morgan Stanley 1988 - 1999
Skills
JavaScript, CSS, User Interface Design, Front-end, Web Development, HTML, Information Architecture, CMS, Usability, Photoshop, XML, XHTML, Software Development, Web Services, User Experience
Education
NYU - New York University 2007 — 2009
Certificate, Global Affairs
School of Visual Arts 2007 — 2007
Advanced Flash CS3 Actionscript 3.0
Brian Arsenault Brian Arsenault's Morgan Stanley Experience September 2003 - September 2008
Job Leveraged Credit Strategist at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Claren Road Asset Management January 2013 - March 2014
III Offshore Advisors/AVM, L.P. February 2008 - December 2012
Morgan Stanley September 2003 - September 2008
J.P. Morgan April 1998 - September 2003
Skills
Fixed Income, Hedge Funds, Risk Management, Credit Derivatives, Series 7, Credit Risk, Investments, Trading, Credit Analysis, Fixed Income Portfolio..., Series 63, Portfolio Management, Mutual Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Finance & Accounting
Seton Hall University
Bachelor of Science (B.S.), Marketing
Lord, Abbett & Co. LLC October 2014 - Present
Claren Road Asset Management January 2013 - March 2014
III Offshore Advisors/AVM, L.P. February 2008 - December 2012
Morgan Stanley September 2003 - September 2008
J.P. Morgan April 1998 - September 2003
Skills
Fixed Income, Hedge Funds, Risk Management, Credit Derivatives, Series 7, Credit Risk, Investments, Trading, Credit Analysis, Fixed Income Portfolio..., Series 63, Portfolio Management, Mutual Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Finance & Accounting
Seton Hall University
Bachelor of Science (B.S.), Marketing
Annie Zhou Annie Zhou's Morgan Stanley Experience June 2004 - August 2004
Job Founder and Managing Partner, Universal Pacific Advisors LLC
Industry Management Consulting
Experience
Universal Pacific Advisors LLC April 2013 - Present
Harmonia Holdings, Ltd. July 2013 - May 2015
American Chamber of Commerce in China July 2012 - August 2012
World Policy Institute December 2010 - July 2011
Neuberger Berman September 2008 - June 2010
Metropolitan Life Insurance Company July 2006 - June 2008
Lehman Brothers Inc. May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Financial Analysis, Portfolio Management, Equities, Derivatives, Event Planning, Hedge Funds, Financial Services, Policy Analysis, Chinese Foreign Policy, China Business..., Strategic Planning, Marketing Communications, Business Networking, Analysis, Strategy, International Relations, Fixed Income, Policy, Investment Banking, Fundraising, Investments, CRM, Emerging Markets, Corporate Finance, Leadership, Economics, Nonprofits, Trading, Public Policy, Asset Allocation, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University SIPA 2011 — 2013
MPA, Economic and Political Development, Management
The George Washington University - School of Business 2002 — 2006
BBA, International Business and Marketing
Sciences Po Paris 2004 — 2004
Semester Abroad
Miss Porter's School
Universal Pacific Advisors LLC April 2013 - Present
Harmonia Holdings, Ltd. July 2013 - May 2015
American Chamber of Commerce in China July 2012 - August 2012
World Policy Institute December 2010 - July 2011
Neuberger Berman September 2008 - June 2010
Metropolitan Life Insurance Company July 2006 - June 2008
Lehman Brothers Inc. May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Financial Analysis, Portfolio Management, Equities, Derivatives, Event Planning, Hedge Funds, Financial Services, Policy Analysis, Chinese Foreign Policy, China Business..., Strategic Planning, Marketing Communications, Business Networking, Analysis, Strategy, International Relations, Fixed Income, Policy, Investment Banking, Fundraising, Investments, CRM, Emerging Markets, Corporate Finance, Leadership, Economics, Nonprofits, Trading, Public Policy, Asset Allocation, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University SIPA 2011 — 2013
MPA, Economic and Political Development, Management
The George Washington University - School of Business 2002 — 2006
BBA, International Business and Marketing
Sciences Po Paris 2004 — 2004
Semester Abroad
Miss Porter's School
Matt O'Hara's Morgan Stanley Experience 2003 - 2005
Job CFP® Wealth Management and Investment Advisory Professional
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
Michele Vignogna Michele Vignogna's Morgan Stanley Experience March 2013 - April 2014
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
London Computer Systems May 2014 - Present
Morgan Stanley March 2013 - April 2014
UnAltroMondo ONLUS June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - August 2011
Morgan Stanley Smith Barney July 2007 - August 2011
Morgan Stanley Smith Barney June 2008 - December 2009
Morgan Stanley Smith Barney July 2007 - December 2007
Citi Smith Barney February 2004 - May 2007
Skills
ACT!, Italian (basic), Series 7, Series 66, Italian, Financial Services, Securities, Uniform Combined State..., Analysis, Financial Analysis, Forecasting
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Augusta State University, James M. Hull College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.52
London Computer Systems May 2014 - Present
Morgan Stanley March 2013 - April 2014
UnAltroMondo ONLUS June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - August 2011
Morgan Stanley Smith Barney July 2007 - August 2011
Morgan Stanley Smith Barney June 2008 - December 2009
Morgan Stanley Smith Barney July 2007 - December 2007
Citi Smith Barney February 2004 - May 2007
Skills
ACT!, Italian (basic), Series 7, Series 66, Italian, Financial Services, Securities, Uniform Combined State..., Analysis, Financial Analysis, Forecasting
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Augusta State University, James M. Hull College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.52
Tara Catalino Tara Catalino's Morgan Stanley Experience 2000 - 2003
Job Strategic Communications & Storytelling
Industry Public Relations and Communications
Experience
Independent September 2013 - Present
AIG January 2011 - August 2013
AIG Investments July 2007 - January 2011
Diversified Investment Advisors 2006 - 2007
MassMutual December 2004 - December 2006
Morgan Stanley 2000 - 2003
Education
School of Visual Arts 1996 — 1999
BFA, Computer Art
Independent September 2013 - Present
AIG January 2011 - August 2013
AIG Investments July 2007 - January 2011
Diversified Investment Advisors 2006 - 2007
MassMutual December 2004 - December 2006
Morgan Stanley 2000 - 2003
Education
School of Visual Arts 1996 — 1999
BFA, Computer Art
Noah Abbassi Noah Abbassi's Morgan Stanley Experience June 2007 - September 2008
Job Store Manager
Industry Retail
Experience
Bob's Discount Furniture December 2014 - Present
Bob's Discount Furniture December 2013 - November 2014
Bob's Discount Furniture May 2009 - December 2013
New York Life Insurance Company December 2009 - January 2011
Avatar Securities, LLC October 2008 - November 2009
Morgan Stanley June 2007 - September 2008
Thomson Financial June 2006 - April 2007
Thomson Financial June 2006 - April 2007
Morgan Stanley October 2005 - June 2006
Skills
Sales, Customer Service, Retail, Forecasting, Time Management, Inventory Management, Team Building, Capital Markets, Equities, Finance, Analysis, Financial Analysis, Financial Modeling, Valuation
Education
Seton Hall University 2003 — 2007
Bachelors, Finance
Seton Hall UniversitySouth
Bachelor of Science, Business Administration; Finance; Finance
Investment Banking InstituteNew
Bob's Discount Furniture December 2014 - Present
Bob's Discount Furniture December 2013 - November 2014
Bob's Discount Furniture May 2009 - December 2013
New York Life Insurance Company December 2009 - January 2011
Avatar Securities, LLC October 2008 - November 2009
Morgan Stanley June 2007 - September 2008
Thomson Financial June 2006 - April 2007
Thomson Financial June 2006 - April 2007
Morgan Stanley October 2005 - June 2006
Skills
Sales, Customer Service, Retail, Forecasting, Time Management, Inventory Management, Team Building, Capital Markets, Equities, Finance, Analysis, Financial Analysis, Financial Modeling, Valuation
Education
Seton Hall University 2003 — 2007
Bachelors, Finance
Seton Hall UniversitySouth
Bachelor of Science, Business Administration; Finance; Finance
Investment Banking InstituteNew
Frank Martello Frank Martello's Morgan Stanley Experience June 1998 - November 2003
Job AVP, Internal Divisional Manager at Allianz Global Investors, CIMA®
Industry Financial Services
Experience
Allianz Global Investors May 2010 - Present
AllianceBernstein April 2008 - September 2010
AllianceBernstein December 2003 - April 2008
Morgan Stanley June 1998 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2007
CIMA Designation, Finance, General
Seton Hall University 1994 — 1998
B.S., Finance and Economics
Allianz Global Investors May 2010 - Present
AllianceBernstein April 2008 - September 2010
AllianceBernstein December 2003 - April 2008
Morgan Stanley June 1998 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2007
CIMA Designation, Finance, General
Seton Hall University 1994 — 1998
B.S., Finance and Economics
Margaret LaCugna Margaret LaCugna's Morgan Stanley Experience March 2012 - February 2013
Job Enhanced Prudential Standards (EPS) MIS PMO
Industry Information Technology and Services
Experience
Mitsubishi UFJ Securities May 2015 - September 2015
Bermuda Commercial Bank August 2014 - December 2014
Consultant November 2013 - March 2014
Barclays Investment Bank April 2013 - September 2013
Morgan Stanley March 2012 - February 2013
Barclays Capital January 2011 - October 2011
Bank of New York Mellon September 2007 - July 2009
JPMorganChase August 2006 - July 2007
BNY Mellon August 2005 - November 2005
National City Mortgage January 2005 - June 2005
Skills
Analysis, Program Management, Financial Services, Banking, Risk Management, Equities, Investment Banking, Corporate Finance, PMO, Securities, Business Analysis, Process Improvement, Strategy, SDLC, Portfolio Management, Strategic Financial..., Internal Audit, Integration, Auditing, Managerial Finance, Vendor Management, Project Management, Management Consulting, Management, Governance, Financial Modeling, Change Management, Executive Management, Due Diligence, Finance, Data Analysis, Investments, Mergers & Acquisitions, MS Project, Fixed Income, Derivatives, Capital Markets, Business Process..., Hedge Funds, Back Office, User Acceptance Testing, Consulting, Asset Management, Valuation, Financial Markets, Trading Systems, Financial Risk, Business Transformation, Emerging Markets, Relationship Management
Education
University of Puget Sound
MBA, Finance and Management
Seattle University
B.A.
Mitsubishi UFJ Securities May 2015 - September 2015
Bermuda Commercial Bank August 2014 - December 2014
Consultant November 2013 - March 2014
Barclays Investment Bank April 2013 - September 2013
Morgan Stanley March 2012 - February 2013
Barclays Capital January 2011 - October 2011
Bank of New York Mellon September 2007 - July 2009
JPMorganChase August 2006 - July 2007
BNY Mellon August 2005 - November 2005
National City Mortgage January 2005 - June 2005
Skills
Analysis, Program Management, Financial Services, Banking, Risk Management, Equities, Investment Banking, Corporate Finance, PMO, Securities, Business Analysis, Process Improvement, Strategy, SDLC, Portfolio Management, Strategic Financial..., Internal Audit, Integration, Auditing, Managerial Finance, Vendor Management, Project Management, Management Consulting, Management, Governance, Financial Modeling, Change Management, Executive Management, Due Diligence, Finance, Data Analysis, Investments, Mergers & Acquisitions, MS Project, Fixed Income, Derivatives, Capital Markets, Business Process..., Hedge Funds, Back Office, User Acceptance Testing, Consulting, Asset Management, Valuation, Financial Markets, Trading Systems, Financial Risk, Business Transformation, Emerging Markets, Relationship Management
Education
University of Puget Sound
MBA, Finance and Management
Seattle University
B.A.
Maximilian Bevan's Morgan Stanley Experience May 2008 - June 2008
Job Vice President Product Manager, Mobile Platform
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
Pershing, a BNY Mellon company January 2014 - August 2015
Pershing, a BNY Mellon company September 2012 - December 2013
Skidmore College September 2011 - May 2012
Skidmore College September 2008 - May 2012
Healthy Scholar Initiative November 2010 - December 2011
Pershing, a BNY Mellon company June 2011 - August 2011
Economics, International Affairs January 2009 - May 2011
Strung to the Max January 2003 - December 2009
Morgan Stanley May 2008 - June 2008
Skills
Product Management, Economics, Product Development, Big Data Analytics, Management, Economic Research, Research, International Relations, Business Intelligence, Leadership, PowerPoint, French, Data Analysis, Strategy, Business Planning, Excel, Stata, Word, Investments, Econometrics, Analysis, Analytics, Big Data, Public Speaking, Agile Application..., Agile Methodologies
Education
Skidmore College 2008 — 2012
Bachelor of Arts, Honors Economics and Honors International Affairs, 3.81
School for International Training 2010 — 2010
International Affairs
The University of Edinburgh 2010 — 2010
Economics
Pershing, a BNY Mellon company March 2015 - Present
Pershing, a BNY Mellon company January 2014 - August 2015
Pershing, a BNY Mellon company September 2012 - December 2013
Skidmore College September 2011 - May 2012
Skidmore College September 2008 - May 2012
Healthy Scholar Initiative November 2010 - December 2011
Pershing, a BNY Mellon company June 2011 - August 2011
Economics, International Affairs January 2009 - May 2011
Strung to the Max January 2003 - December 2009
Morgan Stanley May 2008 - June 2008
Skills
Product Management, Economics, Product Development, Big Data Analytics, Management, Economic Research, Research, International Relations, Business Intelligence, Leadership, PowerPoint, French, Data Analysis, Strategy, Business Planning, Excel, Stata, Word, Investments, Econometrics, Analysis, Analytics, Big Data, Public Speaking, Agile Application..., Agile Methodologies
Education
Skidmore College 2008 — 2012
Bachelor of Arts, Honors Economics and Honors International Affairs, 3.81
School for International Training 2010 — 2010
International Affairs
The University of Edinburgh 2010 — 2010
Economics
Tammy Rafaniello Tammy Rafaniello's Morgan Stanley Experience August 1999 - April 2003
Job Digital Studio Artist at MRM Worldwide
Industry Marketing and Advertising
Experience
MRM McCann July 2007 - Present
Draftfcb April 2004 - July 2007
Limited Brands Inc. May 2003 - April 2004
Morgan Stanley August 1999 - April 2003
Skills
InDesign, Adobe Illusrator, Photoshop, Dreamweaver, Flash, jQuery, JavaScript, Adobe Acrobat, Microsoft Office, QuarkXPress, HTML, Illustrator, Brochures, HTML + CSS, CSS3, HTML 5, PHP, phpMyAdmin, MySQL, Adobe Bridge, Fireworks, Direct Mail, Newsletters, Integrated Marketing, Advertising, Graphic Design, Graphics, Creative Direction, Logo Design, CSS, Adobe Fireworks, Creative Strategy, Interaction Design, Digital Marketing
Education
School of Visual Arts
BFA, Graphic Design/Advertising
Baruch College, CUNY 2012 — 2012
Continuing Education, Web Development
MRM McCann July 2007 - Present
Draftfcb April 2004 - July 2007
Limited Brands Inc. May 2003 - April 2004
Morgan Stanley August 1999 - April 2003
Skills
InDesign, Adobe Illusrator, Photoshop, Dreamweaver, Flash, jQuery, JavaScript, Adobe Acrobat, Microsoft Office, QuarkXPress, HTML, Illustrator, Brochures, HTML + CSS, CSS3, HTML 5, PHP, phpMyAdmin, MySQL, Adobe Bridge, Fireworks, Direct Mail, Newsletters, Integrated Marketing, Advertising, Graphic Design, Graphics, Creative Direction, Logo Design, CSS, Adobe Fireworks, Creative Strategy, Interaction Design, Digital Marketing
Education
School of Visual Arts
BFA, Graphic Design/Advertising
Baruch College, CUNY 2012 — 2012
Continuing Education, Web Development
Accursio Marciante Accursio Marciante's Morgan Stanley Experience March 2011 - February 2013
Job Tax Team Manager at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2014 - Present
Standard Chartered Bank May 2013 - February 2014
Deutsche Bank March 2013 - May 2013
Morgan Stanley March 2011 - February 2013
Fidelity Investments August 2007 - February 2011
Elizabeth Economic Development Company June 2003 - July 2007
Deloitte November 2000 - June 2003
Merrill Lynch December 1994 - November 2000
Skills
Tax Reporting, Tax Compliance, Tax Operations, Tax Reporting Statements, Regulatory Filings, IRS problem resolution, Penalty Abatement, Business Continuity..., 1099 Preparation, B-Notices, C-Notices, Series 99 Operations..., Financial Analysis, Securities, Accounting, Tax, Business Requirements, Corporate Tax, Analysis, Banking, Financial Services, Auditing, Process Improvement, Account Reconciliation, Risk Management, Finance, Internal Audit
Education
Seton Hall University 1990 — 1993
BS, Business Administration
Union County College 1987 — 1990
Associated Degree, Accounting
Standard Chartered Bank February 2014 - Present
Standard Chartered Bank May 2013 - February 2014
Deutsche Bank March 2013 - May 2013
Morgan Stanley March 2011 - February 2013
Fidelity Investments August 2007 - February 2011
Elizabeth Economic Development Company June 2003 - July 2007
Deloitte November 2000 - June 2003
Merrill Lynch December 1994 - November 2000
Skills
Tax Reporting, Tax Compliance, Tax Operations, Tax Reporting Statements, Regulatory Filings, IRS problem resolution, Penalty Abatement, Business Continuity..., 1099 Preparation, B-Notices, C-Notices, Series 99 Operations..., Financial Analysis, Securities, Accounting, Tax, Business Requirements, Corporate Tax, Analysis, Banking, Financial Services, Auditing, Process Improvement, Account Reconciliation, Risk Management, Finance, Internal Audit
Education
Seton Hall University 1990 — 1993
BS, Business Administration
Union County College 1987 — 1990
Associated Degree, Accounting
Anthony J. Magnier Anthony J. Magnier's Morgan Stanley Experience 2009 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2011 - Present
Morgan Stanley 2009 - Present
Banc of America Specialist, Inc. 1990 - 2009
Banc of America Securities 1990 - 2009
Skills
Equities, Series 7, Securities, Stock, Financial Planning, Insurance, Retirement Planning, Retirement, Wealth Management, Estate Planning, Wealth, Retirement Income..., Asset, Small Business, Asset Management, Financial Advisory, Economics, Mutual Funds, Personal Finance, Trading, Investments, Options, Portfolio Management, Asset Allocation, Finance, Financial Services, FINRA, Fixed Annuities, Fixed Income, Series 63, Investment Strategies, Alternative Investments, Uniform Combined State..., Bonds, ETFs, Investment Advisory, Hedge Funds
Education
Seton Hall University
Bachelor of Science
Stevens Institute of Technology
Merrill Edge January 2011 - Present
Morgan Stanley 2009 - Present
Banc of America Specialist, Inc. 1990 - 2009
Banc of America Securities 1990 - 2009
Skills
Equities, Series 7, Securities, Stock, Financial Planning, Insurance, Retirement Planning, Retirement, Wealth Management, Estate Planning, Wealth, Retirement Income..., Asset, Small Business, Asset Management, Financial Advisory, Economics, Mutual Funds, Personal Finance, Trading, Investments, Options, Portfolio Management, Asset Allocation, Finance, Financial Services, FINRA, Fixed Annuities, Fixed Income, Series 63, Investment Strategies, Alternative Investments, Uniform Combined State..., Bonds, ETFs, Investment Advisory, Hedge Funds
Education
Seton Hall University
Bachelor of Science
Stevens Institute of Technology
Eric Udina Eric Udina's Morgan Stanley Experience June 2006 - July 2006
Job Production Coordinator at PDR Network, LLC
Industry Information Services
Experience
PDR Network, LLC 2009 - Present
Thomson Reuters 2008 - 2009
Thomson Reuters 2007 - 2008
Morgan Stanley June 2006 - July 2006
Skills
Social Media Marketing, Project Management, Cross-functional Team..., Vendor Management, Account Management, Content Management, Microsoft Office, Mac OS, Graphic Design, Logo Design, Project Coordination, Customer Service, Client Relations Skills, Business Analysis, Program Management, CRM, Marketing Communications, Analytics, Salesforce.com, Marketing, Product Management, Email Marketing
Education
Seton Hall University 2001 — 2005
BA, Advertising Art & Communications
PDR Network, LLC 2009 - Present
Thomson Reuters 2008 - 2009
Thomson Reuters 2007 - 2008
Morgan Stanley June 2006 - July 2006
Skills
Social Media Marketing, Project Management, Cross-functional Team..., Vendor Management, Account Management, Content Management, Microsoft Office, Mac OS, Graphic Design, Logo Design, Project Coordination, Customer Service, Client Relations Skills, Business Analysis, Program Management, CRM, Marketing Communications, Analytics, Salesforce.com, Marketing, Product Management, Email Marketing
Education
Seton Hall University 2001 — 2005
BA, Advertising Art & Communications
Phil Goldberg Phil Goldberg's Morgan Stanley Experience 2007 - 2009
Job Macintosh Production Artist
Industry Graphic Design
Experience
Freelance 1994 - Present
Morgan Stanley 2007 - 2009
The New York Times 2005 - 2006
Addison 1997 - 2001
Skills
Typography, Corporate Identity, Illustrator, Layout, Adobe Creative Suite, Photoshop, Annual Reports, InDesign, Brochures, Pre-press, Brand Development, Graphic Design, Corporate Branding, Branding & Identity, Corporate Communications, Posters, Magazines, Packaging, Mac, Interaction Design, Catalogs, Adobe Acrobat, Photography, Advertising, Graphics, Collateral
Education
Brooklyn College
BA
School of Visual Arts
Advertising, Illustration
Freelance 1994 - Present
Morgan Stanley 2007 - 2009
The New York Times 2005 - 2006
Addison 1997 - 2001
Skills
Typography, Corporate Identity, Illustrator, Layout, Adobe Creative Suite, Photoshop, Annual Reports, InDesign, Brochures, Pre-press, Brand Development, Graphic Design, Corporate Branding, Branding & Identity, Corporate Communications, Posters, Magazines, Packaging, Mac, Interaction Design, Catalogs, Adobe Acrobat, Photography, Advertising, Graphics, Collateral
Education
Brooklyn College
BA
School of Visual Arts
Advertising, Illustration
Joshua Vath's Morgan Stanley Experience May 2015 - Present
Job Trader
Industry Oil & Energy
Experience
Morgan Stanley May 2015 - Present
Calpine April 2011 - May 2015
Deutsche Bank May 2008 - April 2011
Merrill Lynch June 2007 - May 2008
JPMorgan Chase March 2006 - May 2007
Morgan Stanley October 2002 - February 2006
Pacific Gas Energy Trading June 2001 - August 2002
Dominion Virginia Power April 2000 - May 2001
Bloomberg LP August 1999 - April 2000
Skills
Derivatives, Financial Modeling, Trading, Valuation, Equities, Options, Commodity, Risk Management, Portfolio Management, Bloomberg, Hedging, Asset Managment, Financial Analysis, Capital Markets, Investment Banking, Natural Gas, Financial Risk, Finance, Commodity Markets, Strategy, Market Risk, Asset Management, Energy
Education
Seton Hall University 1994 — 1999
Bachelor of Science (BS), Finance, General
Cedar Grove High School 1990 — 1994
Morgan Stanley May 2015 - Present
Calpine April 2011 - May 2015
Deutsche Bank May 2008 - April 2011
Merrill Lynch June 2007 - May 2008
JPMorgan Chase March 2006 - May 2007
Morgan Stanley October 2002 - February 2006
Pacific Gas Energy Trading June 2001 - August 2002
Dominion Virginia Power April 2000 - May 2001
Bloomberg LP August 1999 - April 2000
Skills
Derivatives, Financial Modeling, Trading, Valuation, Equities, Options, Commodity, Risk Management, Portfolio Management, Bloomberg, Hedging, Asset Managment, Financial Analysis, Capital Markets, Investment Banking, Natural Gas, Financial Risk, Finance, Commodity Markets, Strategy, Market Risk, Asset Management, Energy
Education
Seton Hall University 1994 — 1999
Bachelor of Science (BS), Finance, General
Cedar Grove High School 1990 — 1994
Joseph Araneo Joseph Araneo's Morgan Stanley Experience January 1998 - January 1999
Job Business Owner at American Limousine & Car Service
Industry Transportation/Trucking/Railroad
Experience
American Limousine & Car Service January 2007 - Present
ADP April 2005 - Present
Joseph's Limousine Service April 2002 - April 2009
Quick & Reilly October 2003 - September 2004
TD Ameritrade March 1999 - October 2003
Morgan Stanley January 1998 - January 1999
Skills
Management, Employee Benefits, Payroll, Team Building, New Business Development, Sales, Salesforce.com, Time Management, Account Management, Process Improvement, 401k, Investments, Direct Sales, Insurance, Training, ADP Payroll, Leadership, Business Analysis, CRM, Cold Calling, Business Development, Strategic Planning, Sales Management, Selling, Sales Presentations, Retirement
Education
Seton Hall University 1992 — 1996
BS, Business Finance
Seton Hall Preparatory School 1988 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Joseph's Elementary School 1979 — 1988
American Limousine & Car Service January 2007 - Present
ADP April 2005 - Present
Joseph's Limousine Service April 2002 - April 2009
Quick & Reilly October 2003 - September 2004
TD Ameritrade March 1999 - October 2003
Morgan Stanley January 1998 - January 1999
Skills
Management, Employee Benefits, Payroll, Team Building, New Business Development, Sales, Salesforce.com, Time Management, Account Management, Process Improvement, 401k, Investments, Direct Sales, Insurance, Training, ADP Payroll, Leadership, Business Analysis, CRM, Cold Calling, Business Development, Strategic Planning, Sales Management, Selling, Sales Presentations, Retirement
Education
Seton Hall University 1992 — 1996
BS, Business Finance
Seton Hall Preparatory School 1988 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Joseph's Elementary School 1979 — 1988
Kara Wallace's Morgan Stanley Experience 2012 - 2012
Job Studio Manager at J. Garner Studios
Industry Photography
Experience
J. Garner Studios April 2014 - Present
Kara Daniela Photography 2010 - Present
J. Garner Studios August 2012 - April 2014
Morgan Stanley 2012 - 2012
Skills
Image Manipulation, Portrait Photography, Digital Photography, Photography, Photoshop, Adobe Creative Suite, Event Photography, Image Editing, Studio Lighting, Photojournalism, Lightroom, Lighting, Production Managment, Capture One, Fine Art Photography, Commercial Photography, Portraits, Project Management, Client Relations, Client Services, New Business Development, Account Management, Workflow Management
Education
Seattle Central Community College 2008 — 2010
Associate of Arts and Sciences (AAS), Commercial Photography
Seattle Central Creative Academy 2008 — 2010
Associate of Arts (AA)
J. Garner Studios April 2014 - Present
Kara Daniela Photography 2010 - Present
J. Garner Studios August 2012 - April 2014
Morgan Stanley 2012 - 2012
Skills
Image Manipulation, Portrait Photography, Digital Photography, Photography, Photoshop, Adobe Creative Suite, Event Photography, Image Editing, Studio Lighting, Photojournalism, Lightroom, Lighting, Production Managment, Capture One, Fine Art Photography, Commercial Photography, Portraits, Project Management, Client Relations, Client Services, New Business Development, Account Management, Workflow Management
Education
Seattle Central Community College 2008 — 2010
Associate of Arts and Sciences (AAS), Commercial Photography
Seattle Central Creative Academy 2008 — 2010
Associate of Arts (AA)
Cooper Hartman Cooper Hartman's Morgan Stanley Experience Sales Representativelululemon athleticaNovember 2013 - December 2014
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Sales Representativelululemon athleticaNovember 2013 - December 2014
Morgan Stanley August 2013 - December 2014
Morgan Stanley May 2012 - July 2013
Education
Seattle University
Morgan Stanley Sales Representativelululemon athleticaNovember 2013 - December 2014
Morgan Stanley August 2013 - December 2014
Morgan Stanley May 2012 - July 2013
Education
Seattle University
GP Worrell's Morgan Stanley Experience January 2015 - Present
Job Blue Sky Thinker, Experience Strategist, Dot Connector
Industry Internet
Experience
Morgan Stanley January 2015 - Present
SoundSight Mobile January 2013 - Present
Wells Fargo June 2011 - January 2015
EvoSpend 2011 - April 2014
Lowe's Home Improvement November 2012 - January 2013
Wray Ward 2012 - 2013
BlueCross BlueShield of South Carolina April 2009 - June 2011
Riggs Partners February 2009 - June 2011
Carolina Living August 2007 - November 2008
Experity January 2001 - May 2006
Skills
iRise Simulation Modeler, Information Architecture, User Experience, Interaction Design, User Interface Design, User-centered Design, Task Analysis, Wireframes, User Scenarios, Mobile Applications, Persona, OmniGraffle, Mobile Devices, User Interface, Usability Testing, Web Design, Advertising, Strategy, Management, CSS, Web Development, Leadership
Education
Savannah College of Art and Design 1990 — 1994
Bachelors of Arts, Graphic Design, Photography, Art History
Morgan Stanley January 2015 - Present
SoundSight Mobile January 2013 - Present
Wells Fargo June 2011 - January 2015
EvoSpend 2011 - April 2014
Lowe's Home Improvement November 2012 - January 2013
Wray Ward 2012 - 2013
BlueCross BlueShield of South Carolina April 2009 - June 2011
Riggs Partners February 2009 - June 2011
Carolina Living August 2007 - November 2008
Experity January 2001 - May 2006
Skills
iRise Simulation Modeler, Information Architecture, User Experience, Interaction Design, User Interface Design, User-centered Design, Task Analysis, Wireframes, User Scenarios, Mobile Applications, Persona, OmniGraffle, Mobile Devices, User Interface, Usability Testing, Web Design, Advertising, Strategy, Management, CSS, Web Development, Leadership
Education
Savannah College of Art and Design 1990 — 1994
Bachelors of Arts, Graphic Design, Photography, Art History
Nimod Narayanan's Morgan Stanley Experience June 2013 - May 2014
Job at
Industry Computer Software
Experience
RBC February 2015 - Present
RBC May 2014 - February 2015
Morgan Stanley June 2013 - May 2014
Thales Canada, Transport Solutions January 2011 - June 2013
Thales Canada, Transport Solutions January 2009 - December 2010
Thales Canada, Transport Solutions August 2007 - December 2008
Multisoft Solutions Inc May 2005 - May 2007
Skills
Windows, C++, Unix, Software Development, HTML, CSS, JavaScript, Ruby, Perl, Team-oriented, Problem Analysis, Software Design, Linux, Software Engineering
Education
Trent University 2003 — 2005
Bachelor of Science (BSc), Computer Science
Seneca College of Applied Arts and Technology 2000 — 2003
Computer Programming Analysis Diploma, Computer Science
RBC February 2015 - Present
RBC May 2014 - February 2015
Morgan Stanley June 2013 - May 2014
Thales Canada, Transport Solutions January 2011 - June 2013
Thales Canada, Transport Solutions January 2009 - December 2010
Thales Canada, Transport Solutions August 2007 - December 2008
Multisoft Solutions Inc May 2005 - May 2007
Skills
Windows, C++, Unix, Software Development, HTML, CSS, JavaScript, Ruby, Perl, Team-oriented, Problem Analysis, Software Design, Linux, Software Engineering
Education
Trent University 2003 — 2005
Bachelor of Science (BSc), Computer Science
Seneca College of Applied Arts and Technology 2000 — 2003
Computer Programming Analysis Diploma, Computer Science
Tina Ciaramella's Morgan Stanley Experience May 1992 - May 1995
Job Helping hospitals reduce labor costs and utilize the workforce as a Strategic Advantage at Kronos
Industry Hospital & Health Care
Experience
Kronos, Incorporated January 2012 - Present
The Advisory Board Company September 2005 - January 2012
AT&T May 1995 - August 2005
Morgan Stanley May 1992 - May 1995
Skills
Hosting Services, Healthcare Consulting, Complex Sales, Solution Selling, Long-term Customer..., Sales Process, Sales Presentations, Leadership, SaaS, Cloud Applications, Healthcare Information..., Salesforce.com, Sales Operations, Customer Oriented, Cloud Computing, Sales, CRM, Account Management, Direct Sales, Qualifying Prospects, Instructor-led Training, Lead Generation, Cold Calling, Enterprise Software
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS)
Kronos, Incorporated January 2012 - Present
The Advisory Board Company September 2005 - January 2012
AT&T May 1995 - August 2005
Morgan Stanley May 1992 - May 1995
Skills
Hosting Services, Healthcare Consulting, Complex Sales, Solution Selling, Long-term Customer..., Sales Process, Sales Presentations, Leadership, SaaS, Cloud Applications, Healthcare Information..., Salesforce.com, Sales Operations, Customer Oriented, Cloud Computing, Sales, CRM, Account Management, Direct Sales, Qualifying Prospects, Instructor-led Training, Lead Generation, Cold Calling, Enterprise Software
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS)
Don Ripley Don Ripley's Morgan Stanley Experience October 1983 - September 1995
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2000 - Present
Merrill Lynch September 1995 - August 2000
Morgan Stanley October 1983 - September 1995
Education
Seattle University 1975 — 1976
MBA, Business
Western Washington University 1962 — 1967
BA, History
Wells Fargo Advisors, LLC August 2000 - Present
Merrill Lynch September 1995 - August 2000
Morgan Stanley October 1983 - September 1995
Education
Seattle University 1975 — 1976
MBA, Business
Western Washington University 1962 — 1967
BA, History
Kathleen (Kat) Marsh Kathleen (Kat) Marsh's Morgan Stanley Experience July 2015 - Present
Job Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Crowdtap August 2014 - Present
IBM June 2014 - Present
IBM August 2012 - May 2014
The Generation Project September 2009 - May 2012
Dish Network May 2011 - September 2011
The United States Knowledge Economy Project May 2010 - May 2011
ATRAVES: Work Across Borders September 2008 - May 2010
Skills
Business Insights, Business Process Mapping, Organizational..., Leadership, Strategic Consulting, Talent Management, Fundraising, Organizational..., HR Consulting, Data Analysis, Community Outreach, Leadership Development, Nonprofits, Strategic Insights, Strategy, Microsoft Office, Project Management
Education
University of Michigan 2008 — 2012
Bachelor of Arts, Organizational Studies
School for International Training 2011 — 2011
International Studies and Multilateral Diplomacy
Morgan Stanley July 2015 - Present
Crowdtap August 2014 - Present
IBM June 2014 - Present
IBM August 2012 - May 2014
The Generation Project September 2009 - May 2012
Dish Network May 2011 - September 2011
The United States Knowledge Economy Project May 2010 - May 2011
ATRAVES: Work Across Borders September 2008 - May 2010
Skills
Business Insights, Business Process Mapping, Organizational..., Leadership, Strategic Consulting, Talent Management, Fundraising, Organizational..., HR Consulting, Data Analysis, Community Outreach, Leadership Development, Nonprofits, Strategic Insights, Strategy, Microsoft Office, Project Management
Education
University of Michigan 2008 — 2012
Bachelor of Arts, Organizational Studies
School for International Training 2011 — 2011
International Studies and Multilateral Diplomacy
Angie Shehaj's Morgan Stanley Experience June 2013 - August 2013
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust June 2015 - Present
Morgan Stanley June 2013 - August 2013
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Facebook, Microsoft Excel, Photoshop, Research, Editing, Social Networking, Event Management, Teamwork, Time Management
Education
Seton Hall University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Administration
U.S. Trust June 2015 - Present
Morgan Stanley June 2013 - August 2013
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Facebook, Microsoft Excel, Photoshop, Research, Editing, Social Networking, Event Management, Teamwork, Time Management
Education
Seton Hall University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Administration
Auri Gust, CPWA® Auri Gust, CPWA®'s Morgan Stanley Experience December 1999 - November 2006
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2006 - Present
Morgan Stanley December 1999 - November 2006
Boeing Commercial Airplanes January 1981 - October 1994
Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Retirement, Finance, Retirement Income..., Retirement Plan..., Risk Management, Equities, Fixed Income, Insurance, Personal Finance, Pensions, 401k Rollovers, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Plan..., Retirement Savings, Stock Management, Mutual Funds, Annuities, Long Term Healthcare, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...
Education
Seattle Pacific University 1989 — 1993
BS, Computer Science, Finance
Clover Park 1975 — 1976
High School
North Central High School 1972 — 1973
Wells Fargo Advisors, LLC November 2006 - Present
Morgan Stanley December 1999 - November 2006
Boeing Commercial Airplanes January 1981 - October 1994
Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Retirement, Finance, Retirement Income..., Retirement Plan..., Risk Management, Equities, Fixed Income, Insurance, Personal Finance, Pensions, 401k Rollovers, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Plan..., Retirement Savings, Stock Management, Mutual Funds, Annuities, Long Term Healthcare, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...
Education
Seattle Pacific University 1989 — 1993
BS, Computer Science, Finance
Clover Park 1975 — 1976
High School
North Central High School 1972 — 1973
Amy Andrus's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
RBS Markets and International Banking July 2012 - December 2014
Goldman Sachs November 2009 - July 2012
Forest Pharmaceuticals May 2005 - October 2009
Goldman Sachs October 2000 - May 2005
Fidelity Investments October 1993 - October 2000
Skills
Financial Operations, Equity Trading, Agency MBS, Series 99, Fixed Income, Bloomberg, Sales Operations, Bonds, Back Office, ABS, CRM, Structured Products, Financial Analysis, Financial Modeling, Investment Banking, Management, Securities, Trading, Banking, Equities, Risk Management
Education
University of St. Andrews 1990 — 1993
Master of Arts (M.A.), Modern History
Scripps College 1988 — 1989
Morgan Stanley January 2015 - Present
RBS Markets and International Banking July 2012 - December 2014
Goldman Sachs November 2009 - July 2012
Forest Pharmaceuticals May 2005 - October 2009
Goldman Sachs October 2000 - May 2005
Fidelity Investments October 1993 - October 2000
Skills
Financial Operations, Equity Trading, Agency MBS, Series 99, Fixed Income, Bloomberg, Sales Operations, Bonds, Back Office, ABS, CRM, Structured Products, Financial Analysis, Financial Modeling, Investment Banking, Management, Securities, Trading, Banking, Equities, Risk Management
Education
University of St. Andrews 1990 — 1993
Master of Arts (M.A.), Modern History
Scripps College 1988 — 1989
Jeffery Lee's Morgan Stanley Experience March 2014 - June 2014
Job Recruitment Analyst at MAQ Consulting: Looking for top notch design, program, and marketing professionals
Industry Human Resources
Experience
MAQ Consulting November 2014 - Present
Morgan Stanley March 2014 - June 2014
UBS Wealth Management October 2013 - February 2014
Russell Investments February 2013 - August 2013
Boeing June 2012 - September 2012
Seattle University August 2011 - June 2012
Pharmavite June 2011 - August 2011
Skills
CRM, Marketing, Marketing Strategy, Management, Sales, Brand Management, Digital Media, Analysis, Project Management, Budgets, Sales Management, Finance, Coaching, Public Speaking, Competitive Analysis
Education
Seattle University 2010 — 2014
Bachelor’s Degree, Marketing, Finance, and minor in Innovation and Entrepreneurship
MAQ Consulting November 2014 - Present
Morgan Stanley March 2014 - June 2014
UBS Wealth Management October 2013 - February 2014
Russell Investments February 2013 - August 2013
Boeing June 2012 - September 2012
Seattle University August 2011 - June 2012
Pharmavite June 2011 - August 2011
Skills
CRM, Marketing, Marketing Strategy, Management, Sales, Brand Management, Digital Media, Analysis, Project Management, Budgets, Sales Management, Finance, Coaching, Public Speaking, Competitive Analysis
Education
Seattle University 2010 — 2014
Bachelor’s Degree, Marketing, Finance, and minor in Innovation and Entrepreneurship
Blake Holland's Morgan Stanley Experience July 2006 - July 2008
Job Global Business Development, iTunes Video
Industry Internet
Experience
Apple August 2012 - Present
Apple Inc. June 2011 - August 2012
Cooley LLP May 2010 - August 2010
Apple January 2009 - January 2010
Morgan Stanley July 2006 - July 2008
Hewlett-Packard June 2005 - September 2005
Education
University of California, Berkeley, Haas School of Business 2008 — 2012
MBA, Business, Management
University of California, Berkeley - School of Law 2008 — 2012
J.D., Law
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), International Economics and Political Science
SDA Bocconi 2004 — 2004
Apple August 2012 - Present
Apple Inc. June 2011 - August 2012
Cooley LLP May 2010 - August 2010
Apple January 2009 - January 2010
Morgan Stanley July 2006 - July 2008
Hewlett-Packard June 2005 - September 2005
Education
University of California, Berkeley, Haas School of Business 2008 — 2012
MBA, Business, Management
University of California, Berkeley - School of Law 2008 — 2012
J.D., Law
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), International Economics and Political Science
SDA Bocconi 2004 — 2004
Nicole Krivak-Sheehan, CPA Nicole Krivak-Sheehan, CPA's Morgan Stanley Experience June 2010 - November 2013
Job CPA
Industry Accounting
Experience
Self-employed November 2013 - Present
Morgan Stanley June 2010 - November 2013
Merrill Lynch August 2006 - June 2010
Skills
Accounting, CPA, Personal Financial..., Small Business, Income Tax, Tax Preparation, Payroll
Education
Seton Hall University
Accounting
Self-employed November 2013 - Present
Morgan Stanley June 2010 - November 2013
Merrill Lynch August 2006 - June 2010
Skills
Accounting, CPA, Personal Financial..., Small Business, Income Tax, Tax Preparation, Payroll
Education
Seton Hall University
Accounting
Kristen Barr's Morgan Stanley Experience April 2010 - February 2013
Job Regional Sales Consultant at Equinox Fund Management, LLC
Industry Financial Services
Experience
Equinox Group Distributors, LLC February 2013 - Present
Self January 2007 - Present
Morgan Stanley April 2010 - February 2013
Pfizer January 2004 - January 2007
Skills
Portfolio Management, Account Management, Investments, Series 7, Marketing, Series 66, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Retirement Planning, Sales, Securities, Series 63, Uniform Combined State..., Wealth Management, Insurance, Financial Advisory, Investment Strategies, Strategic Financial...
Education
Seton Hall University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Equinox Group Distributors, LLC February 2013 - Present
Self January 2007 - Present
Morgan Stanley April 2010 - February 2013
Pfizer January 2004 - January 2007
Skills
Portfolio Management, Account Management, Investments, Series 7, Marketing, Series 66, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Retirement Planning, Sales, Securities, Series 63, Uniform Combined State..., Wealth Management, Insurance, Financial Advisory, Investment Strategies, Strategic Financial...
Education
Seton Hall University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Michael Urban's Morgan Stanley Experience July 2014 - Present
Job Trading Floor Technology Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
ION Trading June 2012 - July 2013
COLOTRAQ May 2010 - June 2012
Avis Budget Group May 2011 - May 2012
Seton Hall University April 2010 - May 2012
2012 Class Council May 2009 - May 2012
Stony's Restaurant August 2010 - December 2010
Student Government Association September 2008 - May 2009
Skills
Series 7, Series 63, Series 55, Series 3, Bloomberg, Microsoft Excel, Fixed Income, Electronic Trading, SQL, Trading Systems, FIX, Application Support, SAP, Python, Oracle, QuickBooks
Education
Seton Hall University 2008 — 2012
B.S., Finance, Information Management, 3.7/4.0
Morgan Stanley July 2014 - Present
ION Trading June 2012 - July 2013
COLOTRAQ May 2010 - June 2012
Avis Budget Group May 2011 - May 2012
Seton Hall University April 2010 - May 2012
2012 Class Council May 2009 - May 2012
Stony's Restaurant August 2010 - December 2010
Student Government Association September 2008 - May 2009
Skills
Series 7, Series 63, Series 55, Series 3, Bloomberg, Microsoft Excel, Fixed Income, Electronic Trading, SQL, Trading Systems, FIX, Application Support, SAP, Python, Oracle, QuickBooks
Education
Seton Hall University 2008 — 2012
B.S., Finance, Information Management, 3.7/4.0
John A Ares's Morgan Stanley Experience 1998 - 2008
Job Owner, John Ares Photographic
Industry Photography
Experience
John Ares Photographic 2008 - Present
American Society of Media Photographers 2010 - 2013
Morgan Stanley 1998 - 2008
The Constell Group 1995 - 2002
Johnson & Johnson Health Care Systems Inc. July 1989 - September 1995
Bell Laboratories March 1988 - July 1989
Manufacturers Hanover Trust November 1983 - January 1988
Atlantis II 1984 - 1986
Skills
Blogging, Video, New Business Development, Technical Writing, Training, Photography, IT Strategy, Marketing, Public Speaking, Publishing, Analytics, Business Analysis, Project Management, SDLC, PMO, Program Management, Management, Software Documentation, Entrepreneurship, Sales, Leadership, Analysis, Strategy, Social Networking
Education
Seton Hall University
Bachelor of Science (BS), Zoology/Animal Biology
University of Rhode Island
Master of Science (MS), Marine Food Science / Toxicology
John Ares Photographic 2008 - Present
American Society of Media Photographers 2010 - 2013
Morgan Stanley 1998 - 2008
The Constell Group 1995 - 2002
Johnson & Johnson Health Care Systems Inc. July 1989 - September 1995
Bell Laboratories March 1988 - July 1989
Manufacturers Hanover Trust November 1983 - January 1988
Atlantis II 1984 - 1986
Skills
Blogging, Video, New Business Development, Technical Writing, Training, Photography, IT Strategy, Marketing, Public Speaking, Publishing, Analytics, Business Analysis, Project Management, SDLC, PMO, Program Management, Management, Software Documentation, Entrepreneurship, Sales, Leadership, Analysis, Strategy, Social Networking
Education
Seton Hall University
Bachelor of Science (BS), Zoology/Animal Biology
University of Rhode Island
Master of Science (MS), Marine Food Science / Toxicology
Gonzalo Peña Gonzalo Peña's Morgan Stanley Experience January 2009 - May 2009
Job Language Services Professional
Industry Translation and Localization
Experience
US Translation Company May 2012 - June 2013
Lionbridge April 2008 - April 2013
Utah Hispanic Chamber of Commerce March 2012 - May 2012
Utah Valley University May 2010 - May 2011
de la Cruz & Associates 2008 - July 2009
Morgan Stanley January 2009 - May 2009
Standard & Poors September 2007 - 2008
Seton Hall University September 2005 - May 2006
United Nations Office of Internal Oversight Services December 2005 - March 2006
United Nations Institute for Training & Research - UNITAR October 2004 - June 2005
Skills
Spanish, International Relations, Translation, Public Speaking, Leadership, Foreign Languages, Nonprofits, Fundraising, Training, Research, Program Management, Management, Entrepreneurship, English, Event Management, Policy Analysis, Diplomacy, International..., Teaching, Intercultural..., Capacity Building, Social Media, Analysis, Politics, Interpreting, Editing, Music Performance, Portuguese, Government, International..., Community Outreach, Marketing, Public Relations, French, Proofreading, Board Training, Emerging Markets, International Security, Small Business..., Business Development, Qualitative Research, Service Learning
Education
Seton Hall University 2004 — 2006
M.A.
Utah Valley University 1997 — 2002
B.S.
US Translation Company May 2012 - June 2013
Lionbridge April 2008 - April 2013
Utah Hispanic Chamber of Commerce March 2012 - May 2012
Utah Valley University May 2010 - May 2011
de la Cruz & Associates 2008 - July 2009
Morgan Stanley January 2009 - May 2009
Standard & Poors September 2007 - 2008
Seton Hall University September 2005 - May 2006
United Nations Office of Internal Oversight Services December 2005 - March 2006
United Nations Institute for Training & Research - UNITAR October 2004 - June 2005
Skills
Spanish, International Relations, Translation, Public Speaking, Leadership, Foreign Languages, Nonprofits, Fundraising, Training, Research, Program Management, Management, Entrepreneurship, English, Event Management, Policy Analysis, Diplomacy, International..., Teaching, Intercultural..., Capacity Building, Social Media, Analysis, Politics, Interpreting, Editing, Music Performance, Portuguese, Government, International..., Community Outreach, Marketing, Public Relations, French, Proofreading, Board Training, Emerging Markets, International Security, Small Business..., Business Development, Qualitative Research, Service Learning
Education
Seton Hall University 2004 — 2006
M.A.
Utah Valley University 1997 — 2002
B.S.
Alexis Alvarez Alexis Alvarez's Morgan Stanley Experience April 1998 - June 2003
Job Senior Editor at Moody's Investors Service (Financial Institutions) and Moody's Analytics
Industry Financial Services
Experience
Moody's Corporation September 2014 - Present
Moody's Corporation June 2011 - August 2014
Moody's Asia-Pacific November 2009 - May 2011
Moody's Japan KK August 2007 - October 2009
Alexis Alvarez 2003 - 2007
Morgan Stanley April 1998 - June 2003
Berkeley House Language School April 1995 - March 1998
Morgan Stanley Asset Management June 1990 - July 1994
Ford Foundation 1986 - 1989
Skills
Editing, Copy Editing, Research, Magazines, Web Content, Press Releases, Project management, Storytelling, Photography, Marketing Communications, Marketing, French, Publishing, Editorial, Publications, Media Relations, Corporate Communications, Journalism, Newsletters, Strategic Communications, Blogging, Proofreading, Copywriting, Content Development, Internal Communications, Content Management, Social Networking, Books, Project Management
Education
School of Visual Arts 2012 — 2012
New York University 2011 — 2012
Harold Washington College, Chicago 2003 — 2006
Temple University, Tokyo 1999 — 2003
City University of New York-Herbert H. Lehman College
B.A.
City University of New York-City College
University of Paris (La Sorbonne)
Moody's Corporation September 2014 - Present
Moody's Corporation June 2011 - August 2014
Moody's Asia-Pacific November 2009 - May 2011
Moody's Japan KK August 2007 - October 2009
Alexis Alvarez 2003 - 2007
Morgan Stanley April 1998 - June 2003
Berkeley House Language School April 1995 - March 1998
Morgan Stanley Asset Management June 1990 - July 1994
Ford Foundation 1986 - 1989
Skills
Editing, Copy Editing, Research, Magazines, Web Content, Press Releases, Project management, Storytelling, Photography, Marketing Communications, Marketing, French, Publishing, Editorial, Publications, Media Relations, Corporate Communications, Journalism, Newsletters, Strategic Communications, Blogging, Proofreading, Copywriting, Content Development, Internal Communications, Content Management, Social Networking, Books, Project Management
Education
School of Visual Arts 2012 — 2012
New York University 2011 — 2012
Harold Washington College, Chicago 2003 — 2006
Temple University, Tokyo 1999 — 2003
City University of New York-Herbert H. Lehman College
B.A.
City University of New York-City College
University of Paris (La Sorbonne)
Mahmoud Najjar Mahmoud Najjar's Morgan Stanley Experience August 2004 - September 2005
Job Director, Compliance & Operational Risk Control at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2015 - Present
Barclays Wealth and Investment Management March 2014 - August 2015
Citi Wealth Management & Private Bank June 2009 - February 2014
Citi Smith Barney September 2005 - May 2009
Morgan Stanley August 2004 - September 2005
Morgan Stanley January 2001 - August 2004
Skills
Strategic Financial..., Wealth Management, Investments, Mutual Funds, Equities, Fixed Income, Bloomberg, Financial Services, Banking, Securities, Capital Markets, Alternative Investments, Sales Practices, Compliance, Trading Systems, Financial Planning
Education
Seton Hall University
Bachelor of Science (B.S.), Finance and Financial Management Services
UBS Financial Services Inc. September 2015 - Present
Barclays Wealth and Investment Management March 2014 - August 2015
Citi Wealth Management & Private Bank June 2009 - February 2014
Citi Smith Barney September 2005 - May 2009
Morgan Stanley August 2004 - September 2005
Morgan Stanley January 2001 - August 2004
Skills
Strategic Financial..., Wealth Management, Investments, Mutual Funds, Equities, Fixed Income, Bloomberg, Financial Services, Banking, Securities, Capital Markets, Alternative Investments, Sales Practices, Compliance, Trading Systems, Financial Planning
Education
Seton Hall University
Bachelor of Science (B.S.), Finance and Financial Management Services
Dominick Alagna Dominick Alagna's Morgan Stanley Experience June 2014 - Present
Job OTC Client Clearing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley November 2012 - June 2014
Morgan Stanley August 2011 - November 2012
CNBC January 2011 - May 2011
Hilltop Nissan June 2009 - August 2010
Skills
Derivatives, Equity Derivatives, Swaps, Settlement, Securities
Education
Seton Hall University 2008 — 2011
Bachelors, Finance
Morgan Stanley June 2014 - Present
Morgan Stanley November 2012 - June 2014
Morgan Stanley August 2011 - November 2012
CNBC January 2011 - May 2011
Hilltop Nissan June 2009 - August 2010
Skills
Derivatives, Equity Derivatives, Swaps, Settlement, Securities
Education
Seton Hall University 2008 — 2011
Bachelors, Finance
Al Cooley Al Cooley's Morgan Stanley Experience December 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
UBS August 2010 - November 2014
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctor (J.D.)
Seton Hall University 2003 — 2007
B.S., Business Administration/Management
Morgan Stanley December 2014 - Present
UBS August 2010 - November 2014
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctor (J.D.)
Seton Hall University 2003 — 2007
B.S., Business Administration/Management
Erica Kaiser Attoe Erica Kaiser Attoe's Morgan Stanley Experience 2005 - 2006
Job Consultant, Strategic Initiatives, Atlantic Potash Corporation
Industry Financial Services
Experience
Atlantic Potash Corp. January 2013 - Present
Institutional Shareholder Services (formerly RiskMetrics Group) 2010 - 2012
Attoe Family Foundation 2007 - 2009
Morgan Stanley 2005 - 2006
Accenture 2001 - 2003
Skills
Financial Analysis, Investments, Analysis, Corporate Governance, Management Consulting, Financial Services, Research, Securities, Asset Managment, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Asset Management, Investment Banking, Venture Capital
Education
University of London 2006 — 2008
Hon. LLB, Law
School of the Museum of Fine Arts 2003 — 2004
Certificate, Graphic Design
University of Toronto - University of Trinity College 1996 — 2000
Hon. BA, Peace and Conflict Studies and Political Science
Atlantic Potash Corp. January 2013 - Present
Institutional Shareholder Services (formerly RiskMetrics Group) 2010 - 2012
Attoe Family Foundation 2007 - 2009
Morgan Stanley 2005 - 2006
Accenture 2001 - 2003
Skills
Financial Analysis, Investments, Analysis, Corporate Governance, Management Consulting, Financial Services, Research, Securities, Asset Managment, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Asset Management, Investment Banking, Venture Capital
Education
University of London 2006 — 2008
Hon. LLB, Law
School of the Museum of Fine Arts 2003 — 2004
Certificate, Graphic Design
University of Toronto - University of Trinity College 1996 — 2000
Hon. BA, Peace and Conflict Studies and Political Science
Rosemarie Belmonte Rosemarie Belmonte's Morgan Stanley Experience December 2012 - May 2014
Job Analyst Corporate Action at BNP Paribas
Industry Banking
Experience
JPMorgan Chase & Co. September 2015 - Present
BNP Paribas September 2014 - Present
BNP Paribas May 2014 - Present
Morgan Stanley December 2012 - May 2014
Ridge Clearing March 2012 - November 2012
Credit Suisse April 2008 - March 2012
Bank of America Securities June 2005 - March 2008
Prudential Financial April 1987 - May 2005
The Reserve Funds September 1981 - March 1987
Skills
Corporate Actions, Bonds, Equities, Securities, Middle Office, Asset Management, Reconciliation, Fixed Income, Bloomberg, Back Office, Prime Brokerage, Mergers, Outlook, Excel, Word, PowerPoint, Microsoft Office, Reconciliations, Lotus Notes, Account Reconciliation, Microsoft Word, Financial Services, Settlement, Mergers & Acquisitions, Microsoft Excel, Financial Risk
Education
School of Visual Arts 1977 — 1981
BFA, Graphic Communications
JPMorgan Chase & Co. September 2015 - Present
BNP Paribas September 2014 - Present
BNP Paribas May 2014 - Present
Morgan Stanley December 2012 - May 2014
Ridge Clearing March 2012 - November 2012
Credit Suisse April 2008 - March 2012
Bank of America Securities June 2005 - March 2008
Prudential Financial April 1987 - May 2005
The Reserve Funds September 1981 - March 1987
Skills
Corporate Actions, Bonds, Equities, Securities, Middle Office, Asset Management, Reconciliation, Fixed Income, Bloomberg, Back Office, Prime Brokerage, Mergers, Outlook, Excel, Word, PowerPoint, Microsoft Office, Reconciliations, Lotus Notes, Account Reconciliation, Microsoft Word, Financial Services, Settlement, Mergers & Acquisitions, Microsoft Excel, Financial Risk
Education
School of Visual Arts 1977 — 1981
BFA, Graphic Communications
Curtis Yasutake, CFA Curtis Yasutake, CFA's Morgan Stanley Experience June 2007 - July 2008
Job Senior Research Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments November 2010 - Present
Wurts & Associates September 2008 - November 2010
Morgan Stanley June 2007 - July 2008
Russell Investment Group June 2006 - June 2007
Skills
Investment Management, Chartered Financial..., Microsoft Excel, Factset, Valuation, Capital Markets, Leadership, Equities, Financial Modeling, Portfolio Management, Analysis, Fixed Income
Education
Seattle University 2004 — 2008
Bachelor of Arts in Business Administration, Finance, 3.96
Russell Investments November 2010 - Present
Wurts & Associates September 2008 - November 2010
Morgan Stanley June 2007 - July 2008
Russell Investment Group June 2006 - June 2007
Skills
Investment Management, Chartered Financial..., Microsoft Excel, Factset, Valuation, Capital Markets, Leadership, Equities, Financial Modeling, Portfolio Management, Analysis, Fixed Income
Education
Seattle University 2004 — 2008
Bachelor of Arts in Business Administration, Finance, 3.96
Edward Betteridge Jr's Morgan Stanley Experience 2011 - 2012
Job Project Manager | Bringing ideas to people and work to provide solutions to meet client's business goals
Industry Program Development
Experience
Consulting Projects 2014 - Present
Crossbridge Consulting Americas 2012 - 2014
Morgan Stanley 2011 - 2012
Technology People Inc. for Bank of America 2008 - 2011
Bank of America Merrill Lynch 2007 - 2008
Morgan Stanley 2005 - 2007
Skills
Business Analysis, Software Quality..., Trading Systems, Regulatory Risk, Equity Trading, Project Implementation, Data Mining, Market Risk, Fixed Income Trading, Accounting Systems, Offshore Management, Reference Data, ETL, Project Planning, Fixed Income, Derivatives, PMO, Agile Methodologies, User Acceptance Testing, Business Process, Business Requirements, Integration, Requirements Analysis, SharePoint, Process Improvement, Software Documentation, Risk Management, Strategy, Financial Services, Change Management, Analysis, Investment Banking, SDLC, Portfolio Management, Equities, Financial Risk, Capital Markets, Management, Project Management, Governance, Vendor Management, Leadership, Finance, Technical Recruiting, Program Management, Business Development, Consulting, Talent Acquisition, Business Process..., Product Management
Education
OU Job Board Career Counseling - Technical Courses for 2015 2015 — 2015
Course Completion, Various courses
New York University - Leonard N. Stern School of Business
Certification, Accounting
Seton Hall University
Bachelor’s Degree, History Minors: Computer Science, Classical Studies
Consulting Projects 2014 - Present
Crossbridge Consulting Americas 2012 - 2014
Morgan Stanley 2011 - 2012
Technology People Inc. for Bank of America 2008 - 2011
Bank of America Merrill Lynch 2007 - 2008
Morgan Stanley 2005 - 2007
Skills
Business Analysis, Software Quality..., Trading Systems, Regulatory Risk, Equity Trading, Project Implementation, Data Mining, Market Risk, Fixed Income Trading, Accounting Systems, Offshore Management, Reference Data, ETL, Project Planning, Fixed Income, Derivatives, PMO, Agile Methodologies, User Acceptance Testing, Business Process, Business Requirements, Integration, Requirements Analysis, SharePoint, Process Improvement, Software Documentation, Risk Management, Strategy, Financial Services, Change Management, Analysis, Investment Banking, SDLC, Portfolio Management, Equities, Financial Risk, Capital Markets, Management, Project Management, Governance, Vendor Management, Leadership, Finance, Technical Recruiting, Program Management, Business Development, Consulting, Talent Acquisition, Business Process..., Product Management
Education
OU Job Board Career Counseling - Technical Courses for 2015 2015 — 2015
Course Completion, Various courses
New York University - Leonard N. Stern School of Business
Certification, Accounting
Seton Hall University
Bachelor’s Degree, History Minors: Computer Science, Classical Studies
Jatin Kalra, PMP's Morgan Stanley Experience August 2012 - Present
Job Data Warehouse Project Manager, PMP
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
SBLI USA MUTUAL LIFE INSURANCE July 2007 - August 2012
Stevens Institute of Technology 2007 - 2012
Washington Mutual September 2006 - July 2007
Safeco Insurance June 2005 - September 2006
Skills
Process Improvement, SDLC, Analytics, Business Analysis, Visio, Business Intelligence, IT Strategy, Vendor Management, Data Analysis, SharePoint, Project Management, Requirements Gathering, Data Modeling, Risk Management, MS Project, Data Warehousing, Agile Methodologies, Requirements Analysis, Software Project..., Strategy, CRM
Education
Stevens Institute of Technology 2008 — 2012
Masters of Science in Information Systems Management, Technology Management
Seattle Pacific University 2006 — 2007
Advanced Continuing Education, Information Systems
Washington State University - College of Business and Economics 2003 — 2005
Bachelors of Administration, Technology, Finance and Accounting
High School
Morgan Stanley August 2012 - Present
SBLI USA MUTUAL LIFE INSURANCE July 2007 - August 2012
Stevens Institute of Technology 2007 - 2012
Washington Mutual September 2006 - July 2007
Safeco Insurance June 2005 - September 2006
Skills
Process Improvement, SDLC, Analytics, Business Analysis, Visio, Business Intelligence, IT Strategy, Vendor Management, Data Analysis, SharePoint, Project Management, Requirements Gathering, Data Modeling, Risk Management, MS Project, Data Warehousing, Agile Methodologies, Requirements Analysis, Software Project..., Strategy, CRM
Education
Stevens Institute of Technology 2008 — 2012
Masters of Science in Information Systems Management, Technology Management
Seattle Pacific University 2006 — 2007
Advanced Continuing Education, Information Systems
Washington State University - College of Business and Economics 2003 — 2005
Bachelors of Administration, Technology, Finance and Accounting
High School
Dustin W. Sheppard's Morgan Stanley Experience September 2003 - February 2008
Job Vice President, ETF Strategy at PIMCO
Industry Financial Services
Experience
PIMCO May 2011 - Present
UBS AG November 2009 - September 2011
WisdomTree Asset Management June 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Skills
Fixed Income, Equities, Trading, Bonds, Securities, Investment Banking, Hedging, Structured Products, Financial Advisory, Series 7, Proprietary Trading, Credit, Commodity, Derivatives, Mutual Funds, Series 63, Financial Modeling, ETFs, Asset Allocation, Investment Management, Finance, Currency, High Yield, Bloomberg, Alternative Investments, FINRA, Asset Management, Capital Markets, Hedge Funds, Options, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Economics/Finance/Strategy
SDA Bocconi 2013 — 2013
Salisbury University - Perdue School of Business 1999 — 2003
B.S. - Finance, B.A. - Economics
London Metropolitan University 2002 — 2002
PIMCO May 2011 - Present
UBS AG November 2009 - September 2011
WisdomTree Asset Management June 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Skills
Fixed Income, Equities, Trading, Bonds, Securities, Investment Banking, Hedging, Structured Products, Financial Advisory, Series 7, Proprietary Trading, Credit, Commodity, Derivatives, Mutual Funds, Series 63, Financial Modeling, ETFs, Asset Allocation, Investment Management, Finance, Currency, High Yield, Bloomberg, Alternative Investments, FINRA, Asset Management, Capital Markets, Hedge Funds, Options, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Economics/Finance/Strategy
SDA Bocconi 2013 — 2013
Salisbury University - Perdue School of Business 1999 — 2003
B.S. - Finance, B.A. - Economics
London Metropolitan University 2002 — 2002
Trevor Balla's Morgan Stanley Experience July 2012 - Present
Job Research Analyst at Morgan Stanley
Industry Information Services
Experience
Morgan Stanley July 2012 - Present
Scotiabank November 2011 - July 2012
National Bank Financial August 2007 - October 2011
Ontario Library Association August 2001 - July 2007
EY April 2000 - April 2001
BMO Nesbitt Burns August 1996 - April 2000
Toronto Public Library September 1989 - April 1996
Skills
Business Analysis, Data Analysis, Business Intelligence, Analysis, Economics, Information Management, Risk Management, Project Management, Banking, Financial Modeling, Portfolio Management, SAS, Analytics, Market Research, Bloomberg
Education
York University 2003 — 2007
Bachelor's degree, Economics
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Seneca College of Applied Arts and Technology 1993 — 1995
Library and Information Technician
Morgan Stanley July 2012 - Present
Scotiabank November 2011 - July 2012
National Bank Financial August 2007 - October 2011
Ontario Library Association August 2001 - July 2007
EY April 2000 - April 2001
BMO Nesbitt Burns August 1996 - April 2000
Toronto Public Library September 1989 - April 1996
Skills
Business Analysis, Data Analysis, Business Intelligence, Analysis, Economics, Information Management, Risk Management, Project Management, Banking, Financial Modeling, Portfolio Management, SAS, Analytics, Market Research, Bloomberg
Education
York University 2003 — 2007
Bachelor's degree, Economics
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Seneca College of Applied Arts and Technology 1993 — 1995
Library and Information Technician
Mitch Waxman's Morgan Stanley Experience August 1992 - March 1995
Job Newtown Creek Historian and Photographer
Industry Design
Experience
Newtown Creek Alliance January 2009 - Present
Freelance June 2007 - Present
The Halo Group 2006 - Present
AKA Advertising January 2006 - June 2007
GFS Advertising February 2003 - September 2006
Ogilvy Interactive 1999 - 2002
Cohn & Wells May 1997 - September 1999
Morgan Stanley August 1992 - March 1995
Food Group September 1989 - June 1992
Skills
InDesign, Illustration, Studio Managers, Image Manipulation, Typography, Creative Direction, Graphics, Art, Advertising, QuarkXPress, Adobe Creative Suite, Logo Design, Storyboarding, Pre-press, Direct Mail, Mac
Education
School of Visual Arts 1985 — 1989
BFA, Illustration, Cartooning
Newtown Creek Alliance January 2009 - Present
Freelance June 2007 - Present
The Halo Group 2006 - Present
AKA Advertising January 2006 - June 2007
GFS Advertising February 2003 - September 2006
Ogilvy Interactive 1999 - 2002
Cohn & Wells May 1997 - September 1999
Morgan Stanley August 1992 - March 1995
Food Group September 1989 - June 1992
Skills
InDesign, Illustration, Studio Managers, Image Manipulation, Typography, Creative Direction, Graphics, Art, Advertising, QuarkXPress, Adobe Creative Suite, Logo Design, Storyboarding, Pre-press, Direct Mail, Mac
Education
School of Visual Arts 1985 — 1989
BFA, Illustration, Cartooning
Amit Trivedi, CFA's Morgan Stanley Experience October 2003 - December 2004
Job Senior Vice President, Taxable Fixed Income Trading & Sales E.K. Riley Investments, LLC
Industry Investment Management
Experience
E.K. Riley Investments, LLC August 2009 - Present
Alaska Airlines March 2008 - July 2010
E.K. Riley Investments, LLC / Strand, Atkinson, Williams & York, Inc. January 2005 - March 2008
Morgan Stanley October 2003 - December 2004
BondHub Inc. September 2000 - February 2003
PaineWebber September 1995 - September 2000
Skills
Business Development, Asset Management, Cash Management, Capital Markets, Financial Modeling, Finance, Fixed Income, Hedging, Investments, Marketing, Portfolio Management, Securities, Series 7, Trading, Treasury, Equities
Education
Seattle University 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
E.K. Riley Investments, LLC August 2009 - Present
Alaska Airlines March 2008 - July 2010
E.K. Riley Investments, LLC / Strand, Atkinson, Williams & York, Inc. January 2005 - March 2008
Morgan Stanley October 2003 - December 2004
BondHub Inc. September 2000 - February 2003
PaineWebber September 1995 - September 2000
Skills
Business Development, Asset Management, Cash Management, Capital Markets, Financial Modeling, Finance, Fixed Income, Hedging, Investments, Marketing, Portfolio Management, Securities, Series 7, Trading, Treasury, Equities
Education
Seattle University 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
Nathan Pavel's Morgan Stanley Experience June 2003 - June 2005
Job Investigator at U.S. Department of the Treasury
Industry Accounting
Experience
U.S. Department of the Treasury July 2012 - Present
DGL Group USA Corp August 2007 - February 2009
Morgan Stanley June 2003 - June 2005
ARUP July 2004 - February 2005
ARUP July 2004 - February 2005
Skills
Quickbooks, Excel, PowerPoint, Accounts Payable, Microsoft Excel, QuickBooks, Risk Management, Management, Financial Analysis, Financial Reporting, Finance, Internal Controls, Analysis
Education
Brooklyn College
MBA, Finance
Seton Hall University 2003 — 2005
Master of Business Administration (MBA), Finance, General
U.S. Department of the Treasury July 2012 - Present
DGL Group USA Corp August 2007 - February 2009
Morgan Stanley June 2003 - June 2005
ARUP July 2004 - February 2005
ARUP July 2004 - February 2005
Skills
Quickbooks, Excel, PowerPoint, Accounts Payable, Microsoft Excel, QuickBooks, Risk Management, Management, Financial Analysis, Financial Reporting, Finance, Internal Controls, Analysis
Education
Brooklyn College
MBA, Finance
Seton Hall University 2003 — 2005
Master of Business Administration (MBA), Finance, General
Michael Baptiste, MHRM's Morgan Stanley Experience 2010 - 2011
Job Diversity Human Resources Professional
Industry Human Resources
Experience
KIPP NYC July 2014 - Present
KIPP NYC June 2012 - June 2014
American Express January 2011 - June 2012
Morgan Stanley 2010 - 2011
INROADS December 2005 - May 2009
NEW JERSEY ARMY NATIONAL GUARD September 1997 - June 2005
SCORE EDUCATION CENTER/KAPLAN July 2001 - May 2005
Skills
Talent Management, Compensation, Sourcing, Employer Branding, Talent Acquisition, Onboarding, Interviewing, Hiring, Diversity, Cultural Diversity, Diversity & Inclusion..., Diversity Planning, Diversity Champion, Interviews, Career Counseling, Deferred Compensation, Leadership, Temporary Placement, Workforce Planning, Employee Relations, Recruiting, Management, Human Resources
Education
Keller Graduate School of Management 2009 — 2010
MHRM, HUMAN RESOURCES MANAGEMENT
Seton Hall University 1997 — 2001
BS, MARKETING
KIPP NYC July 2014 - Present
KIPP NYC June 2012 - June 2014
American Express January 2011 - June 2012
Morgan Stanley 2010 - 2011
INROADS December 2005 - May 2009
NEW JERSEY ARMY NATIONAL GUARD September 1997 - June 2005
SCORE EDUCATION CENTER/KAPLAN July 2001 - May 2005
Skills
Talent Management, Compensation, Sourcing, Employer Branding, Talent Acquisition, Onboarding, Interviewing, Hiring, Diversity, Cultural Diversity, Diversity & Inclusion..., Diversity Planning, Diversity Champion, Interviews, Career Counseling, Deferred Compensation, Leadership, Temporary Placement, Workforce Planning, Employee Relations, Recruiting, Management, Human Resources
Education
Keller Graduate School of Management 2009 — 2010
MHRM, HUMAN RESOURCES MANAGEMENT
Seton Hall University 1997 — 2001
BS, MARKETING
Gunny Sodhi's Morgan Stanley Experience October 2007 - April 2008
Job I want to gain corporate experience in the field of finance and management, primarily in Microsoft
Industry Management Consulting
Experience
Ayush Herbs Inc. February 2004 - Present
Nitax Financial Services February 2007 - June 2008
Morgan Stanley October 2007 - April 2008
Education
Seattle University 2004 — 2008
Bachelor's, Management, Finance, HR
Ayush Herbs Inc. February 2004 - Present
Nitax Financial Services February 2007 - June 2008
Morgan Stanley October 2007 - April 2008
Education
Seattle University 2004 — 2008
Bachelor's, Management, Finance, HR
Michael Haney, MBA's Morgan Stanley Experience March 2007 - January 2008
Job Manager, Accounting Operations at Acelity
Industry Biotechnology
Experience
Acelity August 2015 - Present
LifeCell, an Acelity company June 2012 - July 2015
LifeCell Corporation January 2009 - May 2012
Morgan Stanley March 2007 - January 2008
LifeCell Corporation May 2004 - January 2007
Skills
Data Analysis, Financial Analysis, Competitive Analysis, Due Diligence, Forecasting, Financial Modeling, Process Improvement, Pharmaceutical Industry, Leadership, Microsoft Excel, Strategic Planning
Education
Seton Hall University 2006 — 2007
M.B.A,, Finance
University of Maryland College Park 2001 — 2005
B.S., Finance
Acelity August 2015 - Present
LifeCell, an Acelity company June 2012 - July 2015
LifeCell Corporation January 2009 - May 2012
Morgan Stanley March 2007 - January 2008
LifeCell Corporation May 2004 - January 2007
Skills
Data Analysis, Financial Analysis, Competitive Analysis, Due Diligence, Forecasting, Financial Modeling, Process Improvement, Pharmaceutical Industry, Leadership, Microsoft Excel, Strategic Planning
Education
Seton Hall University 2006 — 2007
M.B.A,, Finance
University of Maryland College Park 2001 — 2005
B.S., Finance
Shimi Neuwirth's Morgan Stanley Experience June 2004 - August 2004
Job ECommerce Analyst at Adorama
Industry Internet
Experience
Adorama June 2014 - Present
Dudnyk November 2013 - May 2014
LexisNexis Martindale-Hubbell July 2011 - October 2013
B&H Photo Video June 2009 - June 2011
B&H Photo Video January 2006 - June 2009
Fairmont Funding January 2005 - December 2005
Morgan Stanley June 2004 - August 2004
Skills
Omniture, A/B testing, User Experience, Web Analytics, E-commerce, Web Marketing, SEM, PPC, Google Adwords, Online Advertising, Conversion Optimization, Email Marketing, Web Project Management, Online Marketing, Digital Marketing, Digital Strategy, Landing Page..., Mobile Marketing, Information Architecture, Social Media, Search Advertising, Digital Media, Analytics, Content Management, Strategy, Social Media Marketing, Web 2.0, Marketing, Keyword Research, Lead Generation, Website Development, Link Building, WordPress, Organic Search, Online Reputation..., Content Strategy, Google Webmaster Tools, Web Development, Market Research, Web Design, WebTrends Analytics
Education
Seton Hall University 2003 — 2005
MBA, Finance
Touro College 2001 — 2002
Bachelor of Science (BS), Accounting/Finance
New Horizons Computer Learning Centers 2007 — 2007
PMP Certification, Project Management Professional Training
Adorama June 2014 - Present
Dudnyk November 2013 - May 2014
LexisNexis Martindale-Hubbell July 2011 - October 2013
B&H Photo Video June 2009 - June 2011
B&H Photo Video January 2006 - June 2009
Fairmont Funding January 2005 - December 2005
Morgan Stanley June 2004 - August 2004
Skills
Omniture, A/B testing, User Experience, Web Analytics, E-commerce, Web Marketing, SEM, PPC, Google Adwords, Online Advertising, Conversion Optimization, Email Marketing, Web Project Management, Online Marketing, Digital Marketing, Digital Strategy, Landing Page..., Mobile Marketing, Information Architecture, Social Media, Search Advertising, Digital Media, Analytics, Content Management, Strategy, Social Media Marketing, Web 2.0, Marketing, Keyword Research, Lead Generation, Website Development, Link Building, WordPress, Organic Search, Online Reputation..., Content Strategy, Google Webmaster Tools, Web Development, Market Research, Web Design, WebTrends Analytics
Education
Seton Hall University 2003 — 2005
MBA, Finance
Touro College 2001 — 2002
Bachelor of Science (BS), Accounting/Finance
New Horizons Computer Learning Centers 2007 — 2007
PMP Certification, Project Management Professional Training
Jay Livingston's Morgan Stanley Experience February 2005 - Present
Job Private Wealth Management Representative
Industry Financial Services
Experience
Morgan Stanley February 2005 - Present
Skills
Equities
Education
Seattle Pacific University
Morgan Stanley February 2005 - Present
Skills
Equities
Education
Seattle Pacific University
Ebonique Silver's Morgan Stanley Experience March 2011 - Present
Job Vice President, Compliance Policies and Procedures at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2011 - Present
Prudential Financial February 2008 - March 2011
CIBC August 2005 - January 2008
CIBC Asset Management October 2004 - August 2005
Skadden Arps May 2000 - September 2004
Skills
Securities, Securities Regulation, Hedge Funds, Alternative Investments, Fixed Income, Financial Services, Mutual Funds, AML
Education
Seton Hall University 1996 — 2000
Bachelor's degree, Psychology & English Language and Literature
Morgan Stanley March 2011 - Present
Prudential Financial February 2008 - March 2011
CIBC August 2005 - January 2008
CIBC Asset Management October 2004 - August 2005
Skadden Arps May 2000 - September 2004
Skills
Securities, Securities Regulation, Hedge Funds, Alternative Investments, Fixed Income, Financial Services, Mutual Funds, AML
Education
Seton Hall University 1996 — 2000
Bachelor's degree, Psychology & English Language and Literature
Amara (Woodcock) MacPhee's Morgan Stanley Experience February 2003 - October 2007
Job Experienced Event Marketing Professional
Industry Financial Services
Experience
Macquarie Bank April 2008 - August 2009
Morgan Stanley February 2003 - October 2007
Credit Suisse First Boston October 2001 - February 2003
Alliance Consulting April 2000 - July 2001
Nine West Accessories October 1998 - November 1999
Education
Seton Hall University 1994 — 1998
William Tennent High School 1990 — 1994
Macquarie Bank April 2008 - August 2009
Morgan Stanley February 2003 - October 2007
Credit Suisse First Boston October 2001 - February 2003
Alliance Consulting April 2000 - July 2001
Nine West Accessories October 1998 - November 1999
Education
Seton Hall University 1994 — 1998
William Tennent High School 1990 — 1994
Gary Weber's Morgan Stanley Experience 2002 - 2004
Job Principal Consultant at GAW Business Consulting Services
Industry Financial Services
Experience
GAW Consulting, LLC August 2013 - Present
Broadridge Financial May 2008 - August 2013
Ferrer Weber IP Services 2004 - 2008
Reserve Funds 2004 - 2006
Morgan Stanley 2002 - 2004
Seligman Data Corp 1997 - 2002
Dreyfus / Mellon 1992 - 1997
Prudential Financial 1987 - 1992
Skills
Securities, Series 7, Equities, Series 63, Fixed Income, Wealth Management, Portfolio Management, Asset Managment, Financial Services, Capital Markets, Risk Management, Prime Brokerage, Investments, Back Office, Business Analysis, Series 24, C-Level, Operations Management, sales op, Acquisition Integration, Acquisitions, Entrepreneurship, Hedge Funds, Asset Management, Finance
Education
Seton Hall University School of Law 1987 — 1992
Doctor of Law (J.D.)
Seton Hall University 1981 — 1985
Bachelor of Science (B.S.), Finance, General
GAW Consulting, LLC August 2013 - Present
Broadridge Financial May 2008 - August 2013
Ferrer Weber IP Services 2004 - 2008
Reserve Funds 2004 - 2006
Morgan Stanley 2002 - 2004
Seligman Data Corp 1997 - 2002
Dreyfus / Mellon 1992 - 1997
Prudential Financial 1987 - 1992
Skills
Securities, Series 7, Equities, Series 63, Fixed Income, Wealth Management, Portfolio Management, Asset Managment, Financial Services, Capital Markets, Risk Management, Prime Brokerage, Investments, Back Office, Business Analysis, Series 24, C-Level, Operations Management, sales op, Acquisition Integration, Acquisitions, Entrepreneurship, Hedge Funds, Asset Management, Finance
Education
Seton Hall University School of Law 1987 — 1992
Doctor of Law (J.D.)
Seton Hall University 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Tirumala (Kumar) Kanakamedala's Morgan Stanley Experience March 2003 - December 2004
Job C.E.O/CO Founder at Anblicks
Industry Information Technology and Services
Experience
Anblicks January 2004 - Present
American Airlines January 2012 - July 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2007 - December 2012
AMN Health Care January 2005 - December 2006
Morgan Stanley March 2003 - December 2004
ADP April 2002 - February 2003
American Express January 2001 - March 2002
Seranova June 1999 - January 2001
Genesis September 1998 - May 1999
Skills
Requirements Analysis, SDLC, Software Project..., SQL, Business Strategy, SOA, Strategic Partnerships, Leadership, Corporate Finance, Software Solution..., Organizational..., Managing Business Growth, Technical Leadership, Business Intelligence, Web Services, Integration, Consulting, Business Analysis, Agile Methodologies, Enterprise Software
Education
Sathyabama University 1994 — 1998
BE, EEE
Anblicks January 2004 - Present
American Airlines January 2012 - July 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2007 - December 2012
AMN Health Care January 2005 - December 2006
Morgan Stanley March 2003 - December 2004
ADP April 2002 - February 2003
American Express January 2001 - March 2002
Seranova June 1999 - January 2001
Genesis September 1998 - May 1999
Skills
Requirements Analysis, SDLC, Software Project..., SQL, Business Strategy, SOA, Strategic Partnerships, Leadership, Corporate Finance, Software Solution..., Organizational..., Managing Business Growth, Technical Leadership, Business Intelligence, Web Services, Integration, Consulting, Business Analysis, Agile Methodologies, Enterprise Software
Education
Sathyabama University 1994 — 1998
BE, EEE
Jenna Marionni's Morgan Stanley Experience January 2014 - Present
Job Field Experience Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management August 2012 - December 2013
Morgan Stanley Smith Barney April 2010 - July 2012
Creamer Environmental, Inc. May 2008 - September 2009
The Commerce and Industry Association of NJ May 2006 - August 2007
Skills
Organizational..., Microsoft Office 2007, Salesforce.com, Proprietary Software, Customer Relations, Training & Development, Diplomacy, Accountability, Customer Service, Public Speaking, Employee Training, Program Management, Team Building, Analysis, Project Planning, Training
Education
Seton Hall University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Susquehanna University 2004 — 2008
BS and BA, Earth and Environmental Sciences and Political Science
Denmark International Study Program 2006 — 2006
European Politics and Society
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management August 2012 - December 2013
Morgan Stanley Smith Barney April 2010 - July 2012
Creamer Environmental, Inc. May 2008 - September 2009
The Commerce and Industry Association of NJ May 2006 - August 2007
Skills
Organizational..., Microsoft Office 2007, Salesforce.com, Proprietary Software, Customer Relations, Training & Development, Diplomacy, Accountability, Customer Service, Public Speaking, Employee Training, Program Management, Team Building, Analysis, Project Planning, Training
Education
Seton Hall University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Susquehanna University 2004 — 2008
BS and BA, Earth and Environmental Sciences and Political Science
Denmark International Study Program 2006 — 2006
European Politics and Society
Laraine Henry's Morgan Stanley Experience September 1998 - May 2001
Job Compliance Officer
Industry Financial Services
Experience
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
Melissa Jackson, JD's Morgan Stanley Experience October 2001 - December 2002
Job Treasury at USAA
Industry Financial Services
Experience
USAA July 2009 - Present
T-Mobile USA August 2008 - July 2009
Washington Mutual December 2002 - August 2008
Morgan Stanley October 2001 - December 2002
Sun Valley Distributing April 2000 - September 2001
Emerald Capital Management April 1999 - April 2000
Skills
Financial Modeling, Investments, Portfolio Management, Banking, Financial Analysis, Corporate Finance, Capital Markets, Liquidity, Strategic Planning, Capital Management, Regulatory Capital, Drafting Policies, Regulatory Requirements, Securities, Team Management, Leadership, Analysis, Management
Education
Seattle University School of Law 2005 — 2008
JD
University of Washington 1995 — 1999
BA, Business Administration - Finance
USAA July 2009 - Present
T-Mobile USA August 2008 - July 2009
Washington Mutual December 2002 - August 2008
Morgan Stanley October 2001 - December 2002
Sun Valley Distributing April 2000 - September 2001
Emerald Capital Management April 1999 - April 2000
Skills
Financial Modeling, Investments, Portfolio Management, Banking, Financial Analysis, Corporate Finance, Capital Markets, Liquidity, Strategic Planning, Capital Management, Regulatory Capital, Drafting Policies, Regulatory Requirements, Securities, Team Management, Leadership, Analysis, Management
Education
Seattle University School of Law 2005 — 2008
JD
University of Washington 1995 — 1999
BA, Business Administration - Finance
James Hilbert's Morgan Stanley Experience July 1999 - July 2013
Job Director at Freddie Mac
Industry Banking
Experience
Freddie Mac July 2013 - Present
Morgan Stanley July 1999 - July 2013
Morgan Stanley 2004 - 2008
US Army May 1995 - July 1999
Skills
Fixed Income, Prime Brokerage, Capital Markets, Financial Risk, Financial Services, Middle Office, Bloomberg
Education
Seton Hall University 1991 — 1995
Gonzaga High School 1988 — 1991
Freddie Mac July 2013 - Present
Morgan Stanley July 1999 - July 2013
Morgan Stanley 2004 - 2008
US Army May 1995 - July 1999
Skills
Fixed Income, Prime Brokerage, Capital Markets, Financial Risk, Financial Services, Middle Office, Bloomberg
Education
Seton Hall University 1991 — 1995
Gonzaga High School 1988 — 1991
Harry Moumdjian's Morgan Stanley Experience September 2010 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley September 2010 - Present
Goldman Sachs September 2008 - September 2010
Bank of America July 2004 - August 2008
Citibank February 2001 - July 2004
Nordea Markets (Formerly Christiania Bank) March 2000 - February 2001
National Bank of Kuwait July 1998 - March 2000
Skills
Quantitative Analytics, FX Options
Education
Seton Hall University 1992 — 1997
Bachelor of Science (BS), Finance, General
Glen Rock High School 1989 — 1992
HS, Prep
Morgan Stanley September 2010 - Present
Goldman Sachs September 2008 - September 2010
Bank of America July 2004 - August 2008
Citibank February 2001 - July 2004
Nordea Markets (Formerly Christiania Bank) March 2000 - February 2001
National Bank of Kuwait July 1998 - March 2000
Skills
Quantitative Analytics, FX Options
Education
Seton Hall University 1992 — 1997
Bachelor of Science (BS), Finance, General
Glen Rock High School 1989 — 1992
HS, Prep
Caroline Moskofian's Morgan Stanley Experience 2001 - 2004
Job Portfolio Manager, The Provident Bank of NJ
Industry Financial Services
Experience
The Provident Bank April 2014 - Present
Sun National Bank December 2012 - April 2014
Citi September 2006 - December 2012
Smith Barney 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley November 1999 - November 2001
Skills
Credit, Portfolio Management, Risk Management, Private Banking, Series 7, Structured Finance, Credit Analysis, Banking, Capital Markets, Credit Risk, Finance, Loans, Financial Risk, Securities, Commercial Lending, Management
Education
Seton Hall University 1995 — 1999
Bachelor's degree
The Provident Bank April 2014 - Present
Sun National Bank December 2012 - April 2014
Citi September 2006 - December 2012
Smith Barney 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley November 1999 - November 2001
Skills
Credit, Portfolio Management, Risk Management, Private Banking, Series 7, Structured Finance, Credit Analysis, Banking, Capital Markets, Credit Risk, Finance, Loans, Financial Risk, Securities, Commercial Lending, Management
Education
Seton Hall University 1995 — 1999
Bachelor's degree
H. Lee Perry's Morgan Stanley Experience January 2003 - August 2005
Job Business Manager at Savannah State University Foundation
Industry Higher Education
Experience
Savannah State University Foundation September 2013 - Present
Savannah State University August 2012 - August 2013
Savannah State University March 2010 - August 2012
Carver State Bank August 2007 - March 2010
BB&T August 2005 - August 2007
Morgan Stanley January 2003 - August 2005
Skills
Series 7, Wealth Management, Series 63, Financial Analysis, Research, Event Planning, Series 65, Real Estate, Strategic Financial..., Leadership, Commercial Lending, Community Outreach, Life Insurance, Public Speaking, Nonprofits, Budgets, Finance, Access, Data Analysis
Education
Savannah State University 1992 — 1996
BBA, Accounting
Savannah State University Foundation September 2013 - Present
Savannah State University August 2012 - August 2013
Savannah State University March 2010 - August 2012
Carver State Bank August 2007 - March 2010
BB&T August 2005 - August 2007
Morgan Stanley January 2003 - August 2005
Skills
Series 7, Wealth Management, Series 63, Financial Analysis, Research, Event Planning, Series 65, Real Estate, Strategic Financial..., Leadership, Commercial Lending, Community Outreach, Life Insurance, Public Speaking, Nonprofits, Budgets, Finance, Access, Data Analysis
Education
Savannah State University 1992 — 1996
BBA, Accounting
Charlie Mayer's Morgan Stanley Experience 1980 - 1987
Job Owner, Seton Securities Group, Inc.
Industry Financial Services
Experience
Seton Securities Group, Inc. Managing DirectorCredit Suisse1990 - 1995
First Boston Corp (now CSFB) 1990 - 1995
morgan stanley 1980 - 1987
Skills
Capital Markets, Hedge Funds, Equities, Trading, Options, Alternative Investments, Venture Capital, Financial Markets, Fixed Income, Derivatives, Due Diligence, Private Equity, Investments, Asset Management, Portfolio Management, Risk Management, Series 7, Wealth Management, Trading Systems, Strategy, Finance, Corporate Finance, Investment Banking, Mutual Funds, Structured Finance, Executive Management, Emerging Markets, Mergers & Acquisitions, Bonds, Securities, Funding, Start-ups, Financial Services, Investor Relations, Series 63
Education
Seton Hall University 1969 — 1973
MBA, Finance & Quantitative Analysis
Seton Hall University 1965 — 1969
BBA, Industrial Relations
Seton Securities Group, Inc. Managing DirectorCredit Suisse1990 - 1995
First Boston Corp (now CSFB) 1990 - 1995
morgan stanley 1980 - 1987
Skills
Capital Markets, Hedge Funds, Equities, Trading, Options, Alternative Investments, Venture Capital, Financial Markets, Fixed Income, Derivatives, Due Diligence, Private Equity, Investments, Asset Management, Portfolio Management, Risk Management, Series 7, Wealth Management, Trading Systems, Strategy, Finance, Corporate Finance, Investment Banking, Mutual Funds, Structured Finance, Executive Management, Emerging Markets, Mergers & Acquisitions, Bonds, Securities, Funding, Start-ups, Financial Services, Investor Relations, Series 63
Education
Seton Hall University 1969 — 1973
MBA, Finance & Quantitative Analysis
Seton Hall University 1965 — 1969
BBA, Industrial Relations
Harry Hamilton's Morgan Stanley Experience January 1984 - November 2008
Job VP Client Technology Solutions at BNYMellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Citibank July 2009 - April 2014
Morgan Stanley January 1984 - November 2008
Morgan Stanley January 1984 - October 2007
Morgan Stanley Correspondent Clearing 1994 - 1998
Skills
Settlement, Project Management, Equities, Derivatives, Middle Office, Series 7, Fixed Income, Securities, Prime Brokerage, Operational Risk, Risk Management, Capital Markets, CRM, FX Options, Finance, Financial Risk, Operational Risk..., Financial Services, Portfolio Management, Options
Education
Seton Hall University 1978 — 1982
BA, Communications and Marketing
St. Joseph's H.S. Metuchen NJ 1974 — 1978
BNY Mellon April 2014 - Present
Citibank July 2009 - April 2014
Morgan Stanley January 1984 - November 2008
Morgan Stanley January 1984 - October 2007
Morgan Stanley Correspondent Clearing 1994 - 1998
Skills
Settlement, Project Management, Equities, Derivatives, Middle Office, Series 7, Fixed Income, Securities, Prime Brokerage, Operational Risk, Risk Management, Capital Markets, CRM, FX Options, Finance, Financial Risk, Operational Risk..., Financial Services, Portfolio Management, Options
Education
Seton Hall University 1978 — 1982
BA, Communications and Marketing
St. Joseph's H.S. Metuchen NJ 1974 — 1978
Andrew Gutcho's Morgan Stanley Experience 2013 - Present
Job Controller, Morgan Stanley Bank, N.A.
Industry Banking
Experience
Morgan Stanley 2013 - Present
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
JPMorgan Chase 1998 - 2007
Culpeper Consulting Group 1996 - 1998
Salomon Brothers 1994 - 1996
Skills
Management, Financial Analysis, Finance, Banking, Program Management, Investment Banking, Mergers & Acquisitions, Risk Management, Acquisition Integration, Fixed Income, Integration, Capital Markets, Financial Services
Education
Seton Hall University
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego
Bachelor's degree, Business/Economics
Morgan Stanley 2013 - Present
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
JPMorgan Chase 1998 - 2007
Culpeper Consulting Group 1996 - 1998
Salomon Brothers 1994 - 1996
Skills
Management, Financial Analysis, Finance, Banking, Program Management, Investment Banking, Mergers & Acquisitions, Risk Management, Acquisition Integration, Fixed Income, Integration, Capital Markets, Financial Services
Education
Seton Hall University
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego
Bachelor's degree, Business/Economics
Gene Labonia's Morgan Stanley Experience 1999 - 2001
Job Senior Manager at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2010 - Present
UBS Investment Bank October 2008 - September 2010
US Trust August 2006 - August 2008
Jones Apparel Group August 2003 - August 2006
Anne Klein 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Seton Hall University 1995 — 1999
Bachelors, MIS
Macquarie Group August 2010 - Present
UBS Investment Bank October 2008 - September 2010
US Trust August 2006 - August 2008
Jones Apparel Group August 2003 - August 2006
Anne Klein 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Seton Hall University 1995 — 1999
Bachelors, MIS
Chris Blaine's Morgan Stanley Experience April 2014 - Present
Job Mutual Funds / Annuity and Insurance Specialist Manhattan, NY
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Newark Science Park High School 2002 - Present
Morgan Stanley Wealth Management April 2007 - April 2014
Prudential Financial June 2006 - April 2007
Skills
Public Speaking
Education
Seton Hall University 2002 — 2006
BA, History / Political Science
Morgan Stanley April 2014 - Present
Newark Science Park High School 2002 - Present
Morgan Stanley Wealth Management April 2007 - April 2014
Prudential Financial June 2006 - April 2007
Skills
Public Speaking
Education
Seton Hall University 2002 — 2006
BA, History / Political Science
Paul Frankle's Morgan Stanley Experience July 2008 - August 2008
Job Senior Associate at Sard Verbinnen & Co
Industry Public Relations and Communications
Experience
Sard Verbinnen & Co July 2014 - Present
Sard Verbinnen & Co September 2012 - July 2014
Sard Verbinnen & Co October 2011 - September 2012
MacKenzie Partners September 2009 - September 2011
National Association of Manufacturers June 2009 - August 2009
Morgan Stanley July 2008 - August 2008
The Cohen Group May 2007 - August 2007
Skills
Research, Social Media, Investor Relations, PowerPoint, Microsoft Office, Microsoft Excel, Editing, Crisis Communications, Strategic Communications, Public Relations, Mergers & Acquisitions
Education
The Johns Hopkins University 2005 — 2009
B.A., International Studies
Sciences Po Paris 2007 — 2008
International Studies
Sard Verbinnen & Co July 2014 - Present
Sard Verbinnen & Co September 2012 - July 2014
Sard Verbinnen & Co October 2011 - September 2012
MacKenzie Partners September 2009 - September 2011
National Association of Manufacturers June 2009 - August 2009
Morgan Stanley July 2008 - August 2008
The Cohen Group May 2007 - August 2007
Skills
Research, Social Media, Investor Relations, PowerPoint, Microsoft Office, Microsoft Excel, Editing, Crisis Communications, Strategic Communications, Public Relations, Mergers & Acquisitions
Education
The Johns Hopkins University 2005 — 2009
B.A., International Studies
Sciences Po Paris 2007 — 2008
International Studies
Brian Crossan's Morgan Stanley Experience April 2005 - May 2013
Job Vice President at Capital One
Industry Financial Services
Experience
Capital One May 2013 - Present
Morgan Stanley April 2005 - May 2013
Robeco USA May 1999 - April 2005
Morgan Stanley September 1996 - May 1999
Education
Seton Hall University 1992 — 1994
MBA, Finance
Syracuse University 1988 — 1992
BS, Economics
Capital One May 2013 - Present
Morgan Stanley April 2005 - May 2013
Robeco USA May 1999 - April 2005
Morgan Stanley September 1996 - May 1999
Education
Seton Hall University 1992 — 1994
MBA, Finance
Syracuse University 1988 — 1992
BS, Economics
Thomas Liquori's Morgan Stanley Experience 1992 - 1994
Job VP Business Control at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management 2012 - Present
Credit Suisse Securities (USA) LLC July 2010 - June 2011
Credit Suisse Securities (USA) LLC 1994 - 2011
Morgan Stanley 1992 - 1994
Morgan Stanley 1989 - 1992
Morgan Stanley 1986 - 1989
Education
Seton Hall University 1986 — 1989
MBA
Seton Hall University 1982 — 1986
BS
Barclays Wealth and Investment Management 2012 - Present
Credit Suisse Securities (USA) LLC July 2010 - June 2011
Credit Suisse Securities (USA) LLC 1994 - 2011
Morgan Stanley 1992 - 1994
Morgan Stanley 1989 - 1992
Morgan Stanley 1986 - 1989
Education
Seton Hall University 1986 — 1989
MBA
Seton Hall University 1982 — 1986
BS
Maria Garrett's Morgan Stanley Experience November 1999 - March 2002
Job Manager, HR Operations at TMX Group
Industry Financial Services
Experience
TMX Group January 2013 - Present
TMX Group March 2002 - December 2012
Morgan Stanley November 1999 - March 2002
Merrill Lynch May 1993 - November 1999
Burns Fry Ltd July 1980 - May 1993
Education
Seneca College of Applied Arts and Technology 1988 — 1992
Certificate, Business
Eastern High School of Commerce 1977 — 1980
TMX Group January 2013 - Present
TMX Group March 2002 - December 2012
Morgan Stanley November 1999 - March 2002
Merrill Lynch May 1993 - November 1999
Burns Fry Ltd July 1980 - May 1993
Education
Seneca College of Applied Arts and Technology 1988 — 1992
Certificate, Business
Eastern High School of Commerce 1977 — 1980
Renu Blankinship's Morgan Stanley Experience 2001 - 2002
Job Data Sales at Bloomberg
Industry Banking
Experience
Bloomberg September 2010 - Present
JPMorgan Chase 2003 - 2008
Morgan Stanley 2001 - 2002
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S., Finance & Marketing
School of Visual Arts
Bloomberg September 2010 - Present
JPMorgan Chase 2003 - 2008
Morgan Stanley 2001 - 2002
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S., Finance & Marketing
School of Visual Arts
Deepti Chivukula's Morgan Stanley Experience August 2010 - Present
Job Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
University of Illinois at Urbana-Champaign August 2007 - May 2010
IBM Global Services June 2006 - May 2007
IBM Global Services November 2005 - May 2006
Skills
Algorithms, C, SQL, Embedded Systems
Education
University of Illinois at Urbana-Champaign 2007 — 2009
M.S, Electrical and Computer Engineering
Sathyabama University 2002 — 2006
B.E, Electronics and Communication Engineering
Morgan Stanley August 2010 - Present
University of Illinois at Urbana-Champaign August 2007 - May 2010
IBM Global Services June 2006 - May 2007
IBM Global Services November 2005 - May 2006
Skills
Algorithms, C, SQL, Embedded Systems
Education
University of Illinois at Urbana-Champaign 2007 — 2009
M.S, Electrical and Computer Engineering
Sathyabama University 2002 — 2006
B.E, Electronics and Communication Engineering
John Kelly Reyher's Morgan Stanley Experience 2005 - October 2010
Job Senior Vice President Compliance at Moody's Corporation
Industry Capital Markets
Experience
Moody's Corporation May 2012 - Present
American International Group October 2010 - April 2012
Morgan Stanley 2005 - October 2010
Aon Risk Services 2000 - 2004
Swiss Re 1999 - 2000
McCarrick & Mayer (acquired by Duane Morris) 1995 - 1999
Skills
Risk Management, Bonds, Corporate Governance, Fixed Income, Financial Risk, Operational Risk, Directors & Officers..., Insurance, AML, Enterprise Risk..., Operational Risk..., Capital Markets, Alternative Risk, Finance, Professional Liability, Financial Services, Banking, Derivatives, Equities, Investment Banking, Internal Audit, Litigation, Securities, Internal Controls, Credit Risk, Corporations, Risk Assessment, Asset Management, Liability, Privacy Law, Underwriting, Investments
Education
Seton Hall University School of Law 1986 — 1990
J.D., Securities, Corporate Law
Seton Hall University
Mandarin Chinese and International Finance
Moody's Corporation May 2012 - Present
American International Group October 2010 - April 2012
Morgan Stanley 2005 - October 2010
Aon Risk Services 2000 - 2004
Swiss Re 1999 - 2000
McCarrick & Mayer (acquired by Duane Morris) 1995 - 1999
Skills
Risk Management, Bonds, Corporate Governance, Fixed Income, Financial Risk, Operational Risk, Directors & Officers..., Insurance, AML, Enterprise Risk..., Operational Risk..., Capital Markets, Alternative Risk, Finance, Professional Liability, Financial Services, Banking, Derivatives, Equities, Investment Banking, Internal Audit, Litigation, Securities, Internal Controls, Credit Risk, Corporations, Risk Assessment, Asset Management, Liability, Privacy Law, Underwriting, Investments
Education
Seton Hall University School of Law 1986 — 1990
J.D., Securities, Corporate Law
Seton Hall University
Mandarin Chinese and International Finance
Steve Klemes's Morgan Stanley Experience January 2011 - Present
Job Project Manager at Morgan Stanley
Industry Graphic Design
Experience
Morgan Stanley January 2011 - Present
Sundberg & Associates December 1998 - January 2011
Skills
Adobe Creative Suite, Graphic Design, User Interface Design, Web Design, Flash, Information Architecture, CSS, CMS, Web Development, HTML, Art Direction, Interaction Design, Mac, Dreamweaver
Education
School of Visual Arts 1983 — 1987
Bachelor of Fine Arts (B.F.A.), Advertising
Syracuse University 1982 — 1983
Morgan Stanley January 2011 - Present
Sundberg & Associates December 1998 - January 2011
Skills
Adobe Creative Suite, Graphic Design, User Interface Design, Web Design, Flash, Information Architecture, CSS, CMS, Web Development, HTML, Art Direction, Interaction Design, Mac, Dreamweaver
Education
School of Visual Arts 1983 — 1987
Bachelor of Fine Arts (B.F.A.), Advertising
Syracuse University 1982 — 1983
Matthew Granese's Morgan Stanley Experience 2006 - Present
Job Asst. Controller at LawCash
Industry Financial Services
Experience
LawCash March 2009 - Present
Morgan Stanley 2006 - Present
JP Morgan Chase November 2003 - April 2006
Prudential Financial March 1998 - November 2003
Education
Seton Hall University 1998 — 2002
MBA, Finance, Sports Management
Seton Hall University 1991 — 1995
BA, Economics, Business Administration
LawCash March 2009 - Present
Morgan Stanley 2006 - Present
JP Morgan Chase November 2003 - April 2006
Prudential Financial March 1998 - November 2003
Education
Seton Hall University 1998 — 2002
MBA, Finance, Sports Management
Seton Hall University 1991 — 1995
BA, Economics, Business Administration
Peter Wehrle's Morgan Stanley Experience April 1988 - July 1993
Job at
Industry Religious Institutions
Experience
St. Mary Star of the Sea and St. Andrew June 2013 - Present
Our Lady of Fatima Church February 2007 - Present
St. Joseph Church June 1999 - February 2007
Holy Family Church May 1998 - June 1999
Morgan Stanley April 1988 - July 1993
Lista, AG July 1986 - September 1987
Skills
Theology, Strategic Planning, Public Speaking, Teaching, Preaching, Nonprofits, Liturgy, Pastoral Care, Pastoral Counseling, Religion, Customer Service, Biblical Studies, Church Events, Church History, Community Outreach, Discipleship, Editing, Event Planning, Fundraising, Grant Writing, Leadership, Management, Missions, Pastoral, Pastors, Religious Education, Religious Studies, Research, Retreats, Volunteer Management, Youth Ministry, Spiritual Direction
Education
Pontifical North American College 1984 — 1997
STB, Theology
Seton Hall University 1993 — 1994
Philosophy
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance and MIS
University of Rochester 1981 — 1985
BA, German
The University of Freiburg 1983 — 1984
German
St. Mary Star of the Sea and St. Andrew June 2013 - Present
Our Lady of Fatima Church February 2007 - Present
St. Joseph Church June 1999 - February 2007
Holy Family Church May 1998 - June 1999
Morgan Stanley April 1988 - July 1993
Lista, AG July 1986 - September 1987
Skills
Theology, Strategic Planning, Public Speaking, Teaching, Preaching, Nonprofits, Liturgy, Pastoral Care, Pastoral Counseling, Religion, Customer Service, Biblical Studies, Church Events, Church History, Community Outreach, Discipleship, Editing, Event Planning, Fundraising, Grant Writing, Leadership, Management, Missions, Pastoral, Pastors, Religious Education, Religious Studies, Research, Retreats, Volunteer Management, Youth Ministry, Spiritual Direction
Education
Pontifical North American College 1984 — 1997
STB, Theology
Seton Hall University 1993 — 1994
Philosophy
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance and MIS
University of Rochester 1981 — 1985
BA, German
The University of Freiburg 1983 — 1984
German
Yonghoi Koo's Morgan Stanley Experience April 2004 - June 2005
Job SVP Head of Market Models Validation at SunTrust
Industry Financial Services
Experience
SunTrust April 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bloomberg May 2010 - May 2012
Citi 2005 - 2010
Morgan Stanley April 2004 - June 2005
Cargill 2003 - 2004
Skills
Quant, Mortgage, Fixed Income, Bloomberg, Derivatives, Risk, Trading, Quantitative Finance, Financial Engineering, Hedging, Financial Modeling, Options, Financial Markets, Capital Markets, VBA, Technical Analysis, Quantitative Modeling, Volatility, Stochastic Calculus, Swaps, Fixed Income Trading, Bonds, Statistical Modeling, Quantitative Analysis, Trading Strategies, Financial Analysis, Rates, Structured Products, Interest Rate..., Quantitative Investing, Market Risk, Mortgage Lending, Financial Risk, Investments, Quantitative Analytics, MBS, Credit Derivatives, Equity Derivatives, Interest Rates
Education
Max Planck Institute, IST, U Conn 1998 — 2001
Post-doctoral researcher, Lecturer, Mathematics
University of Minnesota-Twin Cities 1992 — 1998
PhD, Mathematics
Caltech 1991 — 1992
PhD Course work, Applied Mathematics, 4.0/4.0
Seoul National University
BS/MS, Mathematics
SunTrust April 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bloomberg May 2010 - May 2012
Citi 2005 - 2010
Morgan Stanley April 2004 - June 2005
Cargill 2003 - 2004
Skills
Quant, Mortgage, Fixed Income, Bloomberg, Derivatives, Risk, Trading, Quantitative Finance, Financial Engineering, Hedging, Financial Modeling, Options, Financial Markets, Capital Markets, VBA, Technical Analysis, Quantitative Modeling, Volatility, Stochastic Calculus, Swaps, Fixed Income Trading, Bonds, Statistical Modeling, Quantitative Analysis, Trading Strategies, Financial Analysis, Rates, Structured Products, Interest Rate..., Quantitative Investing, Market Risk, Mortgage Lending, Financial Risk, Investments, Quantitative Analytics, MBS, Credit Derivatives, Equity Derivatives, Interest Rates
Education
Max Planck Institute, IST, U Conn 1998 — 2001
Post-doctoral researcher, Lecturer, Mathematics
University of Minnesota-Twin Cities 1992 — 1998
PhD, Mathematics
Caltech 1991 — 1992
PhD Course work, Applied Mathematics, 4.0/4.0
Seoul National University
BS/MS, Mathematics
Christina Benavides's Morgan Stanley Experience January 2001 - August 2004
Job Director of Operations at Girls Incorporated of New York City
Industry Nonprofit Organization Management
Experience
Girls Incorporated of New York City January 2012 - Present
School of Visual Arts February 2010 - January 2012
Girls Incorporated of New York City September 2008 - May 2009
Exalt Youth June 2008 - July 2008
Girls Incorporated of New York City September 2005 - January 2008
Research Foundation of The City University of New York - Ronald E. McNair Program July 2004 - December 2005
Morgan Stanley January 2001 - August 2004
Skills
Non-profits, Non-profit..., Event Management, Program Management, Program Development, Nonprofits, Management, Community Outreach, Editing, Fundraising, Event Planning, Grant Writing, Public Speaking, Social Media, Volunteer Management, Public Relations
Education
The Graduate Center, City University of New York 2004 — 2005
Cultural Anthropology
City University of New York-John Jay College of Criminal Justice 2000 — 2004
BA, Sociology, Anthropology, Psychology
School of Visual Arts
Girls Incorporated of New York City January 2012 - Present
School of Visual Arts February 2010 - January 2012
Girls Incorporated of New York City September 2008 - May 2009
Exalt Youth June 2008 - July 2008
Girls Incorporated of New York City September 2005 - January 2008
Research Foundation of The City University of New York - Ronald E. McNair Program July 2004 - December 2005
Morgan Stanley January 2001 - August 2004
Skills
Non-profits, Non-profit..., Event Management, Program Management, Program Development, Nonprofits, Management, Community Outreach, Editing, Fundraising, Event Planning, Grant Writing, Public Speaking, Social Media, Volunteer Management, Public Relations
Education
The Graduate Center, City University of New York 2004 — 2005
Cultural Anthropology
City University of New York-John Jay College of Criminal Justice 2000 — 2004
BA, Sociology, Anthropology, Psychology
School of Visual Arts
Olivier Jacque's Morgan Stanley Experience August 2014 - Present
Job Associate, Morgan Stanley Investment Banking, Real Estate
Industry Real Estate
Experience
Morgan Stanley August 2014 - Present
Skills
Valuation, Corporate Finance, Real Estate, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Emerging Markets, Investment Banking, LBO, Mergers, Corporate Development, Portfolio Management, Management Consulting, Strategy, Investments, Financial Analysis, Entrepreneurship, Business Strategy, International Business, Management, Start-ups, Market Analysis, Finance, Mandarin, Business Development, Consulting, Leadership, Strategic Consulting, Competitive Analysis, Bloomberg, Economics, Mergers & Acquisitions, Market Research, Market Entry, DCF, Mentoring
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master of Arts (M.A.), International Studies
University of Pennsylvania 2002 — 2006
Bachelor of the Arts
Institut d'Etudes politiques de Paris 2004 — 2005
Belmont HIll 1998 — 2002
Morgan Stanley August 2014 - Present
Skills
Valuation, Corporate Finance, Real Estate, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Emerging Markets, Investment Banking, LBO, Mergers, Corporate Development, Portfolio Management, Management Consulting, Strategy, Investments, Financial Analysis, Entrepreneurship, Business Strategy, International Business, Management, Start-ups, Market Analysis, Finance, Mandarin, Business Development, Consulting, Leadership, Strategic Consulting, Competitive Analysis, Bloomberg, Economics, Mergers & Acquisitions, Market Research, Market Entry, DCF, Mentoring
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master of Arts (M.A.), International Studies
University of Pennsylvania 2002 — 2006
Bachelor of the Arts
Institut d'Etudes politiques de Paris 2004 — 2005
Belmont HIll 1998 — 2002
Sarah Schrag's Morgan Stanley Experience March 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
McAdams Wright Ragen 2009 - 2014
UBS 2006 - 2009
Storek Carlson & Strutz 2005 - 2006
Muscara & Pasquinelli INC. 1999 - 2005
Skills
Financial Services, Microsoft Office, Microsoft Word, Project Management, Series 99, Reviewing, Documentation, Administrative Support, Client Relations, Client Services, Calendaring, Appointment Scheduling, Internet, Writing, Editing, Proofreading
Education
Seattle University
Bachelor's Degree, Psychology and Sociology
Morgan Stanley March 2015 - Present
McAdams Wright Ragen 2009 - 2014
UBS 2006 - 2009
Storek Carlson & Strutz 2005 - 2006
Muscara & Pasquinelli INC. 1999 - 2005
Skills
Financial Services, Microsoft Office, Microsoft Word, Project Management, Series 99, Reviewing, Documentation, Administrative Support, Client Relations, Client Services, Calendaring, Appointment Scheduling, Internet, Writing, Editing, Proofreading
Education
Seattle University
Bachelor's Degree, Psychology and Sociology
Todd Stedman's Morgan Stanley Experience 2005 - 2006
Job Software Lead
Industry Computer Software
Experience
Asentria September 2011 - Present
Eveo January 2011 - August 2011
MyWorld November 2009 - December 2010
Dendreon 2009 - 2009
Field Automated Communication Systems 2008 - 2009
The Active Network 2006 - 2008
Morgan Stanley 2005 - 2006
Riverstone Networks 2004 - 2005
Berkeley International Capital Corp 2000 - 2002
Hughes Aircraft Company 1996 - 1998
Skills
Start-ups, Software Development, Java, Web Applications, XML, Microsoft SQL Server, Software Engineering, Linux, SOAP, PHP, Object Oriented Design, Flex, Agile Methodologies
Education
University of California, Los Angeles 1998 — 2000
MBA, Finance and Entrepreneurial Studies
University of Washington 1991 — 1996
BSEE, Computer Architecture
Seattle University
santa clara
Asentria September 2011 - Present
Eveo January 2011 - August 2011
MyWorld November 2009 - December 2010
Dendreon 2009 - 2009
Field Automated Communication Systems 2008 - 2009
The Active Network 2006 - 2008
Morgan Stanley 2005 - 2006
Riverstone Networks 2004 - 2005
Berkeley International Capital Corp 2000 - 2002
Hughes Aircraft Company 1996 - 1998
Skills
Start-ups, Software Development, Java, Web Applications, XML, Microsoft SQL Server, Software Engineering, Linux, SOAP, PHP, Object Oriented Design, Flex, Agile Methodologies
Education
University of California, Los Angeles 1998 — 2000
MBA, Finance and Entrepreneurial Studies
University of Washington 1991 — 1996
BSEE, Computer Architecture
Seattle University
santa clara
John Bonaldi, Jr.'s Morgan Stanley Experience May 2004 - August 2005
Job AVP; Global Markets Risk at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Graham Capital Management March 2006 - September 2012
Morgan Stanley May 2004 - August 2005
Skills
Hedge Funds, Trading, Trading Systems, Electronic Trading, Futures, FX trading, Commodity Markets, CTA, Global Macro, Trading Strategies, Proprietary Trading, Hedging, Traders, Commodity, Bloomberg, Derivatives
Education
Seton Hall University 2000 — 2004
Business Administration Degree
Bank of America October 2013 - Present
Graham Capital Management March 2006 - September 2012
Morgan Stanley May 2004 - August 2005
Skills
Hedge Funds, Trading, Trading Systems, Electronic Trading, Futures, FX trading, Commodity Markets, CTA, Global Macro, Trading Strategies, Proprietary Trading, Hedging, Traders, Commodity, Bloomberg, Derivatives
Education
Seton Hall University 2000 — 2004
Business Administration Degree
Jose Bedregal, MBA's Morgan Stanley Experience January 2000 - January 2001
Job Marketing Strategy at Nordstrom
Industry Retail
Experience
CorePower Yoga March 2015 - Present
Nordstrom July 2014 - Present
Nordstrom May 2012 - July 2014
Nordstrom June 2004 - 2012
ADP 2007 - 2008
Morgan Stanley January 2000 - January 2001
Skills
Microsoft Excel, Store Management, Merchandising, Customer Service, Management, Microsoft Word, Cold Calling, Product Knowledge, Project Management, Sales, Profitability, Marketing Strategy, E-commerce, SEO, Networking, Information Systems, Online Marketing, Web Analytics, Data Analysis, Google Analytics, SQL, Big-picture Thinking, Big Data, Sustainability, Consulting, Market Analysis, Digital Marketing, Social Media Marketing, Strategy, Time Management, Marketing, Retail, Microsoft Office, Social Media, Leadership
Education
Seattle University 2012 — 2014
Master of Business Administration (M.B.A.), Information Systems & Marketing Management
University of Washington
Bachelor's Degree, Accounting & Statistics
CorePower Yoga March 2015 - Present
Nordstrom July 2014 - Present
Nordstrom May 2012 - July 2014
Nordstrom June 2004 - 2012
ADP 2007 - 2008
Morgan Stanley January 2000 - January 2001
Skills
Microsoft Excel, Store Management, Merchandising, Customer Service, Management, Microsoft Word, Cold Calling, Product Knowledge, Project Management, Sales, Profitability, Marketing Strategy, E-commerce, SEO, Networking, Information Systems, Online Marketing, Web Analytics, Data Analysis, Google Analytics, SQL, Big-picture Thinking, Big Data, Sustainability, Consulting, Market Analysis, Digital Marketing, Social Media Marketing, Strategy, Time Management, Marketing, Retail, Microsoft Office, Social Media, Leadership
Education
Seattle University 2012 — 2014
Master of Business Administration (M.B.A.), Information Systems & Marketing Management
University of Washington
Bachelor's Degree, Accounting & Statistics
Joseph M. Monteleone's Morgan Stanley Experience January 2007 - Present
Job Wealth Management at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2007 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Portfolio Management, Wealth Management, Investments
Education
Seton Hall University 2004 — 2008
BS
Morgan Stanley January 2007 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Portfolio Management, Wealth Management, Investments
Education
Seton Hall University 2004 — 2008
BS
Chad Hubert's Morgan Stanley Experience August 2010 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Patterson Dental January 2007 - August 2010
Education
Seattle Pacific University - School of Business and Economics 1997 — 2000
Business Admin
Morgan Stanley August 2010 - Present
Patterson Dental January 2007 - August 2010
Education
Seattle Pacific University - School of Business and Economics 1997 — 2000
Business Admin
Cynthia (Wisniewski) Milewski's Morgan Stanley Experience March 2003 - April 2006
Job Tax Manager
Industry Accounting
Experience
Office Depot January 2015 - Present
TriZetto, A Cognizant Company December 2013 - Present
Great-West Financial November 2011 - November 2013
Centerline Capital Group August 2010 - November 2011
Time Warner Inc. October 2006 - August 2010
Grant Thornton LLP April 2006 - October 2006
Morgan Stanley March 2003 - April 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Accounts Payable, Tax, Journal Entries, Tax Preparation, Internal Controls, Income Tax, GAAP, Tax Returns, Financial Analysis, Financial Statements, Account Reconciliation, General Ledger, Corporate Tax, SEC filings, SEC Filings
Education
Seton Hall University 2000 — 2005
Bachelor's degree, Accounting
Office Depot January 2015 - Present
TriZetto, A Cognizant Company December 2013 - Present
Great-West Financial November 2011 - November 2013
Centerline Capital Group August 2010 - November 2011
Time Warner Inc. October 2006 - August 2010
Grant Thornton LLP April 2006 - October 2006
Morgan Stanley March 2003 - April 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Accounts Payable, Tax, Journal Entries, Tax Preparation, Internal Controls, Income Tax, GAAP, Tax Returns, Financial Analysis, Financial Statements, Account Reconciliation, General Ledger, Corporate Tax, SEC filings, SEC Filings
Education
Seton Hall University 2000 — 2005
Bachelor's degree, Accounting
Michael A. Davis's Morgan Stanley Experience 2002 - 2004
Job Programming Assistant at TOPA Insurance Group
Industry Insurance
Experience
TOPA Insurance Group 2005 - Present
Morgan Stanley 2002 - 2004
Navigant Consulting Inc. 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Customer Service, Marketing, Social Media Marketing, Research, Public Relations, Adobe Creative Suite, Illustrator, Illustration, Digital Illustration, Crystal Reports, Casualty Insurance, Property & Casualty..., Automated Underwriting..., Technical Assistance, Adobe Acrobat
Education
School of Visual Arts
Bachelor of Science in Illustration, Illustration
TOPA Insurance Group 2005 - Present
Morgan Stanley 2002 - 2004
Navigant Consulting Inc. 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Customer Service, Marketing, Social Media Marketing, Research, Public Relations, Adobe Creative Suite, Illustrator, Illustration, Digital Illustration, Crystal Reports, Casualty Insurance, Property & Casualty..., Automated Underwriting..., Technical Assistance, Adobe Acrobat
Education
School of Visual Arts
Bachelor of Science in Illustration, Illustration
Chris Larcheveque's Morgan Stanley Experience June 2000 - September 2003
Job Executive Vice President, Sports & Entertainment at International Specialty Insurance
Industry Insurance
Experience
International Specialty Insurance December 2013 - Present
Hanleigh Special Markets January 2011 - November 2013
Hanleigh Insurance January 2008 - January 2011
Senderra Funding April 2007 - January 2008
WMC Mortgage September 2003 - April 2007
Morgan Stanley June 2000 - September 2003
Skills
Underwriting
Education
Seton Hall University 1999 — 2003
B.S., Psychology
International Specialty Insurance December 2013 - Present
Hanleigh Special Markets January 2011 - November 2013
Hanleigh Insurance January 2008 - January 2011
Senderra Funding April 2007 - January 2008
WMC Mortgage September 2003 - April 2007
Morgan Stanley June 2000 - September 2003
Skills
Underwriting
Education
Seton Hall University 1999 — 2003
B.S., Psychology
Jonathan Braun's Morgan Stanley Experience 2011 - May 2012
Job Associate, Restructuring at Lehman Brothers
Industry Banking
Experience
Lehman Brothers Holdings Inc. June 2013 - Present
Lehman Brothers Holdings Inc. June 2012 - May 2013
Morgan Stanley 2011 - May 2012
Bank of Manhattan May 2010 - August 2010
Camacho & Seijas, S.L. February 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Modeling, Finance, Restructuring, Due Diligence, Financial Analysis, Modeling, Microsoft Excel, Microsoft Office, Investment Banking, Debt Settlement, PowerPoint, Settlement Agreements, Accounting, Management, Analysis, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Variance Analysis, Corporate Finance, Risk Management, Assets Recovery, Solvency, Sensitivity Analysis, Debtors
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Instituto Internacional - Madrid, Spain 2010 — 2010
Semester abroad
Crossroads High School 2003 — 2007
High School Diploma
School of Architecture at Syracuse University 2006 — 2006
Syracuse University 2007 — 2011
Bachelor of Science (B.S.), Finance
Lehman Brothers Holdings Inc. June 2013 - Present
Lehman Brothers Holdings Inc. June 2012 - May 2013
Morgan Stanley 2011 - May 2012
Bank of Manhattan May 2010 - August 2010
Camacho & Seijas, S.L. February 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Modeling, Finance, Restructuring, Due Diligence, Financial Analysis, Modeling, Microsoft Excel, Microsoft Office, Investment Banking, Debt Settlement, PowerPoint, Settlement Agreements, Accounting, Management, Analysis, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Variance Analysis, Corporate Finance, Risk Management, Assets Recovery, Solvency, Sensitivity Analysis, Debtors
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Instituto Internacional - Madrid, Spain 2010 — 2010
Semester abroad
Crossroads High School 2003 — 2007
High School Diploma
School of Architecture at Syracuse University 2006 — 2006
Syracuse University 2007 — 2011
Bachelor of Science (B.S.), Finance
Bruce Heiser's Morgan Stanley Experience 1982 - Present
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley 1982 - Present
Merrill Lynch December 1977 - July 1982
Education
Seattle University 1974 — 1977
MBA, Business
University of Washington 1970 — 1974
BA, Zoology
Morgan Stanley 1982 - Present
Merrill Lynch December 1977 - July 1982
Education
Seattle University 1974 — 1977
MBA, Business
University of Washington 1970 — 1974
BA, Zoology
Sunanda Makavana's Morgan Stanley Experience June 2012 - August 2012
Job Web Systems Analyst at State Farm
Industry Computer Software
Experience
State Farm January 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
Software Development, Java, SQL, C#, .NET, Data Analysis, Microsoft SQL Server, HTML, XML, XSD, JavaScript, CSS, DB2, Python, Web Services
Education
University of Bridgeport 2010 — 2012
Master's degree, Computer Science
Saurashtra University
State Farm January 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
Software Development, Java, SQL, C#, .NET, Data Analysis, Microsoft SQL Server, HTML, XML, XSD, JavaScript, CSS, DB2, Python, Web Services
Education
University of Bridgeport 2010 — 2012
Master's degree, Computer Science
Saurashtra University
Albert Compitello's Morgan Stanley Experience January 2015 - Present
Job Director, Institutional Securities Group : Fixed Income Derivatives, Cleared Swaps
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley November 2013 - January 2015
Morgan Stanley Smith Barney December 2011 - November 2013
GDS International January 2010 - August 2011
Momentum Resource Solutions May 2006 - August 2009
Skills
Series 7, Securities, Fixed Income, Trading, Financial Analysis, Options, Bonds, Capital Markets, Financial Markets, Finance, Risk Management, Hedge Funds, Derivatives, Relationship Management
Education
Seton Hall University 2005 — 2009
BA, Business, Journalism
Morgan Stanley January 2015 - Present
Morgan Stanley November 2013 - January 2015
Morgan Stanley Smith Barney December 2011 - November 2013
GDS International January 2010 - August 2011
Momentum Resource Solutions May 2006 - August 2009
Skills
Series 7, Securities, Fixed Income, Trading, Financial Analysis, Options, Bonds, Capital Markets, Financial Markets, Finance, Risk Management, Hedge Funds, Derivatives, Relationship Management
Education
Seton Hall University 2005 — 2009
BA, Business, Journalism
Donna Francis's Morgan Stanley Experience December 2005 - April 2012
Job Project Manager
Industry Information Technology and Services
Experience
Morgan Stanley December 2005 - April 2012
Consultant 1997 - 2005
IPC Systems, Inc. 1988 - 1997
Skills
Information Technology, Visio, SharePoint, Team Leadership, Project Portfolio..., Requirements Gathering, Microsoft Office, Telecommunications, Stakeholder Management, Resource Management, Testing, PMO, Telephony, Troubleshooting, Data Center, SDLC, Infrastructure, Networking, Business Analysis, Disaster Recovery, Software Documentation, IT Strategy, PMP, Management
Education
School of Visual Arts
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Morgan Stanley December 2005 - April 2012
Consultant 1997 - 2005
IPC Systems, Inc. 1988 - 1997
Skills
Information Technology, Visio, SharePoint, Team Leadership, Project Portfolio..., Requirements Gathering, Microsoft Office, Telecommunications, Stakeholder Management, Resource Management, Testing, PMO, Telephony, Troubleshooting, Data Center, SDLC, Infrastructure, Networking, Business Analysis, Disaster Recovery, Software Documentation, IT Strategy, PMP, Management
Education
School of Visual Arts
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Gabriella Roth's Morgan Stanley Experience January 1981 - April 1991
Job Virtual Assistant for Entrepreneurs and Small Business
Industry Internet
Experience
Entrepreneurs and Small Business 2015 - Present
Roth's Child Assets LLC December 2011 - April 2014
Roark Realty January 2009 - April 2013
Morgan Stanley January 1981 - April 1991
Skills
Real Estate, Foreclosures, Investment Properties, Buyer Representation, HUD Foreclosures, HAMP, HAFA, MHA, FSBO, Online Research, Email Management, Create Brochures/Flyers, Webmaster, HTML scripting, Portfolio Management, Emerging Markets, Asset Management, Transcription, Microsoft Word, Microsoft Excel, Entrepreneurship, Investments, Online Marketing, Real Estate Marketing, Agents
Education
Schiller International University 1971 — 1974
Bachelor of Arts, Political Science/History
International High School of Hamburg, Germany 1970 — 1971
General, Political Science and History
Entrepreneurs and Small Business 2015 - Present
Roth's Child Assets LLC December 2011 - April 2014
Roark Realty January 2009 - April 2013
Morgan Stanley January 1981 - April 1991
Skills
Real Estate, Foreclosures, Investment Properties, Buyer Representation, HUD Foreclosures, HAMP, HAFA, MHA, FSBO, Online Research, Email Management, Create Brochures/Flyers, Webmaster, HTML scripting, Portfolio Management, Emerging Markets, Asset Management, Transcription, Microsoft Word, Microsoft Excel, Entrepreneurship, Investments, Online Marketing, Real Estate Marketing, Agents
Education
Schiller International University 1971 — 1974
Bachelor of Arts, Political Science/History
International High School of Hamburg, Germany 1970 — 1971
General, Political Science and History
John McDonald's Morgan Stanley Experience October 2000 - July 2006
Job Client Manager at IMS ExpertServices
Industry Legal Services
Experience
IMS ExpertServices June 2015 - Present
Merrill Lynch October 2012 - March 2014
Smart Portfolios April 2011 - April 2012
Morgan Stanley October 2000 - July 2006
UBS October 1993 - October 2000
Skills
Portfolio Management, Investments, Trading, Equities, Fixed Income, Derivatives, Asset Allocation, ETFs, Hedge Funds, Securities, Risk Management, Finance, Retirement Planning, Alternative Investments, Capital Markets, Financial Modeling, Bonds, Financial Markets, Corporate Finance, FINRA, Fixed Income Trading, Equity Trading, Futures Trading, Commodity, Bloomberg, Equity Research, Options, Hedging, Trading Systems, Currency, FX Options, • Securities License:...
Education
Seattle University 1992 — 1994
Bachelor of Arts, Business Administration
Bainbridge High 1984 — 1988
High School
IMS ExpertServices June 2015 - Present
Merrill Lynch October 2012 - March 2014
Smart Portfolios April 2011 - April 2012
Morgan Stanley October 2000 - July 2006
UBS October 1993 - October 2000
Skills
Portfolio Management, Investments, Trading, Equities, Fixed Income, Derivatives, Asset Allocation, ETFs, Hedge Funds, Securities, Risk Management, Finance, Retirement Planning, Alternative Investments, Capital Markets, Financial Modeling, Bonds, Financial Markets, Corporate Finance, FINRA, Fixed Income Trading, Equity Trading, Futures Trading, Commodity, Bloomberg, Equity Research, Options, Hedging, Trading Systems, Currency, FX Options, • Securities License:...
Education
Seattle University 1992 — 1994
Bachelor of Arts, Business Administration
Bainbridge High 1984 — 1988
High School
Michele Abbate's Morgan Stanley Experience September 2014 - Present
Job Executive Director Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2014 - Present
AIG June 2012 - August 2014
Bank of America September 2009 - May 2012
Merrill Lynch March 2000 - September 2009
Deloitte & Touche September 1997 - March 2000
Skills
Banking, Finance, Financial Accounting, Financial Analysis, Financial Planning, Financial Risk, Financial Services, Internal Audit, Management, Risk Management
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
Morgan Stanley September 2014 - Present
AIG June 2012 - August 2014
Bank of America September 2009 - May 2012
Merrill Lynch March 2000 - September 2009
Deloitte & Touche September 1997 - March 2000
Skills
Banking, Finance, Financial Accounting, Financial Analysis, Financial Planning, Financial Risk, Financial Services, Internal Audit, Management, Risk Management
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
David Michnewicz's Morgan Stanley Experience July 2001 - November 2012
Job Assistant Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital November 2012 - Present
Morgan Stanley July 2001 - November 2012
Morgan Stanley October 2004 - December 2007
Morgan Stanley July 2001 - October 2004
Skills
Liquidity Management, Forecasting, Cash Flow, Cash Management, Global Cash Management, Funding, Secured Financing, Unsecured Loans, Credit Risk, Retail Banking, Wealth Management, Working Capital Control, Settlement Services, Expense Management
Education
Seton Hall University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
University of Scranton 1997 — 2001
Bachelor of Science (BS), Marketing
Barclays Capital November 2012 - Present
Morgan Stanley July 2001 - November 2012
Morgan Stanley October 2004 - December 2007
Morgan Stanley July 2001 - October 2004
Skills
Liquidity Management, Forecasting, Cash Flow, Cash Management, Global Cash Management, Funding, Secured Financing, Unsecured Loans, Credit Risk, Retail Banking, Wealth Management, Working Capital Control, Settlement Services, Expense Management
Education
Seton Hall University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
University of Scranton 1997 — 2001
Bachelor of Science (BS), Marketing
Kara Goski's Morgan Stanley Experience October 1992 - Present
Job Executive Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1992 - Present
Skills
Deferred Compensation, HRIS, Human Resources, Workforce Planning, Personnel Management, HR Policies, HR Project Management, HR M&A, Department..., Compensation Strategies
Education
Seton Hall University
Bachelor's degree, English
Morgan Stanley October 1992 - Present
Skills
Deferred Compensation, HRIS, Human Resources, Workforce Planning, Personnel Management, HR Policies, HR Project Management, HR M&A, Department..., Compensation Strategies
Education
Seton Hall University
Bachelor's degree, English
Alex Debelak's Morgan Stanley Experience August 2004 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - Present
Wachovia Securities July 2003 - August 2004
Prudential Financial December 2000 - June 2003
Prudential Financial December 1995 - November 2000
Prudential Financial April 1990 - December 1995
Citi May 1989 - March 1990
Drexel Burnham Lambert June 1986 - June 1989
Education
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Business Management and Industrial Relations
Morgan Stanley August 2004 - Present
Wachovia Securities July 2003 - August 2004
Prudential Financial December 2000 - June 2003
Prudential Financial December 1995 - November 2000
Prudential Financial April 1990 - December 1995
Citi May 1989 - March 1990
Drexel Burnham Lambert June 1986 - June 1989
Education
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Business Management and Industrial Relations
AMIT KUMAR BHAGAT's Morgan Stanley Experience March 2015 - Present
Job System Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2015 - Present
Tata Consultancy Services August 2012 - February 2015
HCL Technologies (Infrastructure Services Division) December 2009 - July 2012
Skills
Perl, DB2, Unix, Sybase, Leadership, Microsoft Office
Education
Sathyabama University 2005 — 2009
Bachelor of Engineering (BE), ELECTRONICS AND TELECOMMUNICATION, 71
Morgan Stanley March 2015 - Present
Tata Consultancy Services August 2012 - February 2015
HCL Technologies (Infrastructure Services Division) December 2009 - July 2012
Skills
Perl, DB2, Unix, Sybase, Leadership, Microsoft Office
Education
Sathyabama University 2005 — 2009
Bachelor of Engineering (BE), ELECTRONICS AND TELECOMMUNICATION, 71
Bernice Antonelli's Morgan Stanley Experience June 1981 - July 1991
Job Sr. Registered Client Associate
Industry Financial Services
Experience
Freelance Sr. Registered Client AssociateWells Fargo AdvisorsNovember 1996 - February 2015
Morgan Stanley June 1981 - July 1991
Skills
Investments, Financial Services, Estate Settlement, Client Services, Back office operations, Life & Health Insurance..., Hold Series 7, Series 63
Education
Scottsdale Community College
Freelance Sr. Registered Client AssociateWells Fargo AdvisorsNovember 1996 - February 2015
Morgan Stanley June 1981 - July 1991
Skills
Investments, Financial Services, Estate Settlement, Client Services, Back office operations, Life & Health Insurance..., Hold Series 7, Series 63
Education
Scottsdale Community College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS