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
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Yu (Claire) CAO Yu (Claire) CAO's Morgan Stanley Experience July 2010 - June 2011
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Medical Devices
Experience
Fosun Pharma April 2015 - June 2015
Stryker July 2013 - April 2015
DKSH June 2011 - July 2013
Morgan Stanley July 2010 - June 2011
Skills
Data Analysis, SFE, Market Research, Pharmaceutical Industry, Statistics, Market Development, Strategy, Competitive Analysis, Market Analysis, Medical Devices, Business Intelligence, Strategic Planning, Competitive Intelligence, Business Development, Marketing Strategy, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
Shanghai International Studies University 2008 — 2010
Master of Arts (M.A.)
Xi'an International Studies University 2004 — 2008
Bachelor of Arts (B.A.)
Fosun Pharma April 2015 - June 2015
Stryker July 2013 - April 2015
DKSH June 2011 - July 2013
Morgan Stanley July 2010 - June 2011
Skills
Data Analysis, SFE, Market Research, Pharmaceutical Industry, Statistics, Market Development, Strategy, Competitive Analysis, Market Analysis, Medical Devices, Business Intelligence, Strategic Planning, Competitive Intelligence, Business Development, Marketing Strategy, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
Shanghai International Studies University 2008 — 2010
Master of Arts (M.A.)
Xi'an International Studies University 2004 — 2008
Bachelor of Arts (B.A.)
Bing Yu Bing Yu's Morgan Stanley Experience May 2015 - Present
Job Associate at Morgan Stanley, Strats & Modeling
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
New York University September 2010 - Present
Morgan Stanley June 2014 - August 2014
Shandong University 2009 - 2010
sinosure July 2008 - March 2009
Skills
Matlab, Mathematical Physics, Mathematical Statistics, Statistical Modeling, SAS, SQL, Data Structures, Linux, C++, Python, Data Analysis, Economics, LaTeX
Education
New York University 2010 — 2015
Doctor of Philosophy (PhD), Mathematics
Shandong University 2006 — 2010
Bachelor of Science (BS), Mathematics and Statistics
Morgan Stanley May 2015 - Present
New York University September 2010 - Present
Morgan Stanley June 2014 - August 2014
Shandong University 2009 - 2010
sinosure July 2008 - March 2009
Skills
Matlab, Mathematical Physics, Mathematical Statistics, Statistical Modeling, SAS, SQL, Data Structures, Linux, C++, Python, Data Analysis, Economics, LaTeX
Education
New York University 2010 — 2015
Doctor of Philosophy (PhD), Mathematics
Shandong University 2006 — 2010
Bachelor of Science (BS), Mathematics and Statistics
Sitong Zhou Sitong Zhou's Morgan Stanley Experience June 2014 - August 2014
Job Software Engineer at Google
Industry Computer Software
Experience
Google February 2015 - Present
University of Pennsylvania September 2014 - December 2014
Morgan Stanley June 2014 - August 2014
University of Pennsylvania August 2013 - January 2014
Shanghai Jindu Science&Tech Company September 2011 - February 2012
China United Telecommunications Co. Ltd July 2011 - September 2011
Skills
C++, Java, Databases, Software Engineering, Software Development, Optimizations, Network Security, JavaScript, PHP, Computer Network..., SQL, Wireless Networking, CSS, Android Development, Web Development, Algorithms, Optimization, Data Mining, Scala, NoSQL
Education
University of Pennsylvania 2012 — 2014
Master of Science (MS), Computer and Information Technology, 3.81/4.0
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
Google February 2015 - Present
University of Pennsylvania September 2014 - December 2014
Morgan Stanley June 2014 - August 2014
University of Pennsylvania August 2013 - January 2014
Shanghai Jindu Science&Tech Company September 2011 - February 2012
China United Telecommunications Co. Ltd July 2011 - September 2011
Skills
C++, Java, Databases, Software Engineering, Software Development, Optimizations, Network Security, JavaScript, PHP, Computer Network..., SQL, Wireless Networking, CSS, Android Development, Web Development, Algorithms, Optimization, Data Mining, Scala, NoSQL
Education
University of Pennsylvania 2012 — 2014
Master of Science (MS), Computer and Information Technology, 3.81/4.0
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
Rouzbeh Gerami Rouzbeh Gerami's Morgan Stanley Experience September 2009 - 2012
Job Senior Data Scientist at YuMe
Industry Information Technology and Services
Experience
YuMe September 2014 - Present
Highbridge Capital Management 2013 - 2014
Morgan Stanley September 2009 - 2012
Morgan Stanley June 2009 - September 2009
UCLA October 2003 - July 2008
University of California, Los Angeles September 2003 - March 2008
Skills
Machine Learning, Python, Quantitative Finance, Mathematical Modeling, Algorithms, SQL, RTB, Big Data, Data Structures, R, Statistics, Real-Time Bidding, Hadoop, Time Series Analysis, scikit-learn, Data Analysis, Data Modeling, Monte Carlo Simulation, Statistical Modeling, Mathematica, C++, Computational Physics, Stochastic Calculus, Stochastic Modeling, Quantitative Research, Regression Analysis, Stochastic Simulation, Fixed Income Analysis, Equities, Quantitative Equities..., Equity Derivatives, Quantitative Analytics, Econometrics, Classification, Display Advertising
Education
University of California, Los Angeles (UCLA) 2003 — 2008
PhD, Physics
University of Southern California (USC) 2001 — 2003
Master of Science, Physics
Sharif University of Technology 1994 — 1999
Bachelor of Science, Physics
YuMe September 2014 - Present
Highbridge Capital Management 2013 - 2014
Morgan Stanley September 2009 - 2012
Morgan Stanley June 2009 - September 2009
UCLA October 2003 - July 2008
University of California, Los Angeles September 2003 - March 2008
Skills
Machine Learning, Python, Quantitative Finance, Mathematical Modeling, Algorithms, SQL, RTB, Big Data, Data Structures, R, Statistics, Real-Time Bidding, Hadoop, Time Series Analysis, scikit-learn, Data Analysis, Data Modeling, Monte Carlo Simulation, Statistical Modeling, Mathematica, C++, Computational Physics, Stochastic Calculus, Stochastic Modeling, Quantitative Research, Regression Analysis, Stochastic Simulation, Fixed Income Analysis, Equities, Quantitative Equities..., Equity Derivatives, Quantitative Analytics, Econometrics, Classification, Display Advertising
Education
University of California, Los Angeles (UCLA) 2003 — 2008
PhD, Physics
University of Southern California (USC) 2001 — 2003
Master of Science, Physics
Sharif University of Technology 1994 — 1999
Bachelor of Science, Physics
Elizabeth DuFlo Elizabeth DuFlo's Morgan Stanley Experience June 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - March 2015
Morgan Stanley Wealth Management July 2014 - February 2015
AXA Equitable April 2013 - April 2014
Skills
Investment Advisory..., Securities, Life Insurance, Series 7, Investment Advisory, Fixed Annuities, Insurance, IRAs, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Financial Services, Investments, Portfolio Management
Education
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts (BA), European History
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - March 2015
Morgan Stanley Wealth Management July 2014 - February 2015
AXA Equitable April 2013 - April 2014
Skills
Investment Advisory..., Securities, Life Insurance, Series 7, Investment Advisory, Fixed Annuities, Insurance, IRAs, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Financial Services, Investments, Portfolio Management
Education
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts (BA), European History
Veronica R's Morgan Stanley Experience August 2012 - December 2013
Job Operations at Nitron
Industry Financial Services
Experience
Nitron December 2013 - Present
Morgan Stanley August 2012 - December 2013
Broadridge June 2011 - September 2011
Bank of America November 2009 - May 2011
Goldman Sachs June 2009 - August 2009
Fidelity Investments 2007 - 2008
Skills
Customer Experience, Client Service Oriented, Spanish-speaking, Compliance, Team-oriented, Analytical Skills, Accounting, Auditing, Banking, Client Services, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Internal Audit, Investments, Mutual Funds, Sales, Securities, Series 7, Time Management, Training
Education
Seton Hall University 2006 — 2011
Business Administration, Finance
James J Ferris High School
Nitron December 2013 - Present
Morgan Stanley August 2012 - December 2013
Broadridge June 2011 - September 2011
Bank of America November 2009 - May 2011
Goldman Sachs June 2009 - August 2009
Fidelity Investments 2007 - 2008
Skills
Customer Experience, Client Service Oriented, Spanish-speaking, Compliance, Team-oriented, Analytical Skills, Accounting, Auditing, Banking, Client Services, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Internal Audit, Investments, Mutual Funds, Sales, Securities, Series 7, Time Management, Training
Education
Seton Hall University 2006 — 2011
Business Administration, Finance
James J Ferris High School
Waqas Keen Waqas Keen's Morgan Stanley Experience January 2015 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Ernst & Young June 2013 - January 2015
IDC December 2011 - June 2013
Pluris Valuation Advisors LLC July 2011 - December 2011
University of the South 2009 - 2011
SNL Financial May 2010 - July 2010
Legrand North America June 2009 - August 2009
Skills
Valuation, Data Analysis, Regression Analysis, Financial Modeling, Quantitative Analytics, SAS, Forecasting, Analysis, Time Series Analysis, Bloomberg, VBA, Stata, SQL, Predictive Modeling, Economics, Market Research, Econometrics, Fixed Income, Competitive Analysis, Strategy, Corporate Finance, Divestitures, CCAR, Carve-outs, Stress Testing, Financial Regulation, Financial Analysis
Education
Sewanee-The University of the South 2007 — 2011
B.Sc., Mathematics, Economics, 3.9/4.0
Tuck School of Business at Dartmouth 2010 — 2010
Summer Bridge Program, Business
Beaconhouse School System 2005 — 2007
Cambridge GCE Advanced Level, Engineering Track, Mathematics: 98%; Accounting: 96%; Physics: 95%; Chemistry: 95%
Morgan Stanley January 2015 - Present
Ernst & Young June 2013 - January 2015
IDC December 2011 - June 2013
Pluris Valuation Advisors LLC July 2011 - December 2011
University of the South 2009 - 2011
SNL Financial May 2010 - July 2010
Legrand North America June 2009 - August 2009
Skills
Valuation, Data Analysis, Regression Analysis, Financial Modeling, Quantitative Analytics, SAS, Forecasting, Analysis, Time Series Analysis, Bloomberg, VBA, Stata, SQL, Predictive Modeling, Economics, Market Research, Econometrics, Fixed Income, Competitive Analysis, Strategy, Corporate Finance, Divestitures, CCAR, Carve-outs, Stress Testing, Financial Regulation, Financial Analysis
Education
Sewanee-The University of the South 2007 — 2011
B.Sc., Mathematics, Economics, 3.9/4.0
Tuck School of Business at Dartmouth 2010 — 2010
Summer Bridge Program, Business
Beaconhouse School System 2005 — 2007
Cambridge GCE Advanced Level, Engineering Track, Mathematics: 98%; Accounting: 96%; Physics: 95%; Chemistry: 95%
Derrick Pair Derrick Pair's Morgan Stanley Experience January 1999 - November 2002
Job GM at Renaissance PortsmouthNorfolk Waterfront Hotel and Conference Center
Industry Hospitality
Experience
Renaissance Hotels January 2014 - Present
Courtyard by Marriott April 2012 - January 2014
SpringHill Suites by Marriott August 2010 - April 2012
Marriott Hotels January 2008 - August 2010
Marriott Hotels May 2006 - January 2008
Marriott Hotels March 2005 - May 2006
Marriott Hotels March 2003 - March 2005
Marriott Hotels December 2002 - March 2003
Morgan Stanley January 1999 - November 2002
Walmart October 1996 - January 1999
Skills
Front Office, Property Management..., Rooms Division, Hotel Management, Hotels, Micros, Revenue Forecasting, Food, Guest Service Management, Rooms Division..., Yield Management, Hospitality Industry, Hospitality, Banquets, Hospitality Management, Revenue Analysis, Pre-opening, Catering, Food & Beverage, Meeting Planning, Restaurant Management, OnQ, Resorts, Restaurants, Delphi, Tourism, P, Hiring, Opera, Menu Development, Event Management, Sanitation, Wine, Banquet Operations, Incentives, Event Planning, Guest Recovery, Hotel Administration, Food Service, Employee Relations, Hygiene, Concierge Services, Team Building, Training, Sales, Food Quality, Menu Costing, Business Travel, Reservation, Leisure
Education
Kadena High School 1990 — 1994
High School Diploma, Biology
Shasta College
Japanese Studies
Renaissance Hotels January 2014 - Present
Courtyard by Marriott April 2012 - January 2014
SpringHill Suites by Marriott August 2010 - April 2012
Marriott Hotels January 2008 - August 2010
Marriott Hotels May 2006 - January 2008
Marriott Hotels March 2005 - May 2006
Marriott Hotels March 2003 - March 2005
Marriott Hotels December 2002 - March 2003
Morgan Stanley January 1999 - November 2002
Walmart October 1996 - January 1999
Skills
Front Office, Property Management..., Rooms Division, Hotel Management, Hotels, Micros, Revenue Forecasting, Food, Guest Service Management, Rooms Division..., Yield Management, Hospitality Industry, Hospitality, Banquets, Hospitality Management, Revenue Analysis, Pre-opening, Catering, Food & Beverage, Meeting Planning, Restaurant Management, OnQ, Resorts, Restaurants, Delphi, Tourism, P, Hiring, Opera, Menu Development, Event Management, Sanitation, Wine, Banquet Operations, Incentives, Event Planning, Guest Recovery, Hotel Administration, Food Service, Employee Relations, Hygiene, Concierge Services, Team Building, Training, Sales, Food Quality, Menu Costing, Business Travel, Reservation, Leisure
Education
Kadena High School 1990 — 1994
High School Diploma, Biology
Shasta College
Japanese Studies
Scott Knowles's Morgan Stanley Experience June 2014 - August 2014
Job International Student at Beijing Language and Culture University
Industry Higher Education
Experience
Beijing Language and Culture University June 2015 - Present
Towson University 2011 - 2015
Morgan Stanley June 2014 - August 2014
Greenway Yard & Tree Care Inc. June 2013 - August 2013
Camp Woodward July 2012 - August 2012
Chick-fil-A March 2011 - June 2012
Spring Meadow Farms August 2010 - January 2011
Skills
Economics, Microsoft Excel, Microsoft Office, Research, PowerPoint, Data Analysis, Statistics, Microsoft Word, Teamwork, Public Speaking, English, Customer Service, Social Media, Financial Analysis, Leadership, Team Leadership
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Economics
Sichuan University 2013 — 2014
Chinese Studies and Economics, Junior
Westminster High School 2007 — 2011
Beijing Language and Culture University June 2015 - Present
Towson University 2011 - 2015
Morgan Stanley June 2014 - August 2014
Greenway Yard & Tree Care Inc. June 2013 - August 2013
Camp Woodward July 2012 - August 2012
Chick-fil-A March 2011 - June 2012
Spring Meadow Farms August 2010 - January 2011
Skills
Economics, Microsoft Excel, Microsoft Office, Research, PowerPoint, Data Analysis, Statistics, Microsoft Word, Teamwork, Public Speaking, English, Customer Service, Social Media, Financial Analysis, Leadership, Team Leadership
Education
Towson University 2011 — 2015
Bachelor of Science (BS), Economics
Sichuan University 2013 — 2014
Chinese Studies and Economics, Junior
Westminster High School 2007 — 2011
Lin Zhuo's Morgan Stanley Experience March 2013 - January 2014
Job Global Data Equity Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2014 - Present
Morgan Stanley March 2013 - January 2014
Legg Mason Investment Counsel May 2012 - December 2012
Johns Hopkins University Finance Department February 2012 - May 2012
Johns Hopkins University Finance Club May 2011 - May 2012
451 Research June 2011 - December 2011
Johns Hopkins University Equity Analyst Team March 2011 - December 2011
Bank of China December 2009 - June 2010
Shenyin & Wanguo Securities Co. Ltd. July 2009 - October 2009
Pepsi Beverages Company December 2006 - February 2007
Skills
Equity Research, Financial Modeling, Wealth Management, Quantitative Analytics, Asset Managment, Valuation, Financial Analysis, Fixed Income, Finance, Asset Management, Bloomberg, Investments, Business Analysis, Corporate Finance, Derivatives, Portfolio Management, Economics, Equities, Capital Markets, Hedge Funds, Bloomberg Terminal, Investment Banking, VBA, Emerging Markets, Alternative Investments, Private Equity
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
The Johns Hopkins University 2011 — 2012
MS, Finance
Shanghai International Studies University 2006 — 2010
BS, Finance, English Literature
Bloomberg LP January 2014 - Present
Morgan Stanley March 2013 - January 2014
Legg Mason Investment Counsel May 2012 - December 2012
Johns Hopkins University Finance Department February 2012 - May 2012
Johns Hopkins University Finance Club May 2011 - May 2012
451 Research June 2011 - December 2011
Johns Hopkins University Equity Analyst Team March 2011 - December 2011
Bank of China December 2009 - June 2010
Shenyin & Wanguo Securities Co. Ltd. July 2009 - October 2009
Pepsi Beverages Company December 2006 - February 2007
Skills
Equity Research, Financial Modeling, Wealth Management, Quantitative Analytics, Asset Managment, Valuation, Financial Analysis, Fixed Income, Finance, Asset Management, Bloomberg, Investments, Business Analysis, Corporate Finance, Derivatives, Portfolio Management, Economics, Equities, Capital Markets, Hedge Funds, Bloomberg Terminal, Investment Banking, VBA, Emerging Markets, Alternative Investments, Private Equity
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
The Johns Hopkins University 2011 — 2012
MS, Finance
Shanghai International Studies University 2006 — 2010
BS, Finance, English Literature
Patricia Hawkins Patricia Hawkins's Morgan Stanley Experience January 2008 - August 2014
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
Morgan Stanley January 2008 - August 2014
Wells Fargo February 2000 - January 2008
Skills
Series 63, Series 7, Asset Allocation, Microsoft Office, Series 65, Securities, Retirement Planning, Investments
Education
Shasta College 1997 — 1999
UBS Wealth Management August 2014 - Present
Morgan Stanley January 2008 - August 2014
Wells Fargo February 2000 - January 2008
Skills
Series 63, Series 7, Asset Allocation, Microsoft Office, Series 65, Securities, Retirement Planning, Investments
Education
Shasta College 1997 — 1999
Nathanael Sandstrom Nathanael Sandstrom's Morgan Stanley Experience June 2000 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2000 - Present
Marsh & McLennan Companies, Inc. January 1999 - June 2000
Microsoft October 1997 - November 1998
Russell Investments August 1996 - October 1997
Skills
Project Management, Requirements Analysis, Information Architecture, User Interface Design, Strategic Planning, Software Documentation, Project Documentation, Contextual Inquiry, Concept Ideation, Technical Writing, Diagramming, Process Mapping, Prototyping, Usability Testing, Visio, Process Improvement, Heuristic Evaluation, Business Analysis, Information Design, Project Planning, Requirements Gathering, Analysis, User-centered Design, Team Leadership, Business Process Design, Requirements Management, Problem Solving, Functional..., Business Process Mapping, Software Project..., Training, Prime Brokerage, Business Process..., Banking, Financial Services, Vendor Management, Business Intelligence, Trading Systems, Fixed Income
Education
Sewanee-The University of the South 1988 — 1992
BA, English
Morgan Stanley June 2000 - Present
Marsh & McLennan Companies, Inc. January 1999 - June 2000
Microsoft October 1997 - November 1998
Russell Investments August 1996 - October 1997
Skills
Project Management, Requirements Analysis, Information Architecture, User Interface Design, Strategic Planning, Software Documentation, Project Documentation, Contextual Inquiry, Concept Ideation, Technical Writing, Diagramming, Process Mapping, Prototyping, Usability Testing, Visio, Process Improvement, Heuristic Evaluation, Business Analysis, Information Design, Project Planning, Requirements Gathering, Analysis, User-centered Design, Team Leadership, Business Process Design, Requirements Management, Problem Solving, Functional..., Business Process Mapping, Software Project..., Training, Prime Brokerage, Business Process..., Banking, Financial Services, Vendor Management, Business Intelligence, Trading Systems, Fixed Income
Education
Sewanee-The University of the South 1988 — 1992
BA, English
Eric Jamison's Morgan Stanley Experience June 2007 - August 2007
Job Product Research Analyst
Industry Information Technology and Services
Experience
City of Raleigh April 2011 - Present
City of Raleigh October 2009 - April 2011
City of Raleigh June 2008 - October 2009
Shaw University August 2005 - June 2008
Morgan Stanley June 2007 - August 2007
Skills
Customer Service, Fundraising, Government, Microsoft Office, Social Media, Team Leadership, Budget, Project Planning, Community Outreach, Microsoft Word, Editing, Budgets, Training, System Administration, Strategy, Analysis, Program Management
Education
Shaw University 2005 — 2009
BS, Computer Information Systems/ Business Management
City of Raleigh April 2011 - Present
City of Raleigh October 2009 - April 2011
City of Raleigh June 2008 - October 2009
Shaw University August 2005 - June 2008
Morgan Stanley June 2007 - August 2007
Skills
Customer Service, Fundraising, Government, Microsoft Office, Social Media, Team Leadership, Budget, Project Planning, Community Outreach, Microsoft Word, Editing, Budgets, Training, System Administration, Strategy, Analysis, Program Management
Education
Shaw University 2005 — 2009
BS, Computer Information Systems/ Business Management
Ryan Zhang Ryan Zhang's Morgan Stanley Experience August 2015 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2009 - August 2015
Mensa International Ltd. October 2009 - October 2011
IBM November 2007 - December 2008
United Nations September 2007 - October 2007
Skills
Java, Investment Banking, Financial Reporting, Team Leadership, Financial Analysis, Project Management, C#, Financial Modeling, Equities, Finance
Education
Shanghai Jiao Tong University 2006 — 2009
Master, Computer Science
Morgan Stanley August 2015 - Present
Morgan Stanley June 2009 - August 2015
Mensa International Ltd. October 2009 - October 2011
IBM November 2007 - December 2008
United Nations September 2007 - October 2007
Skills
Java, Investment Banking, Financial Reporting, Team Leadership, Financial Analysis, Project Management, C#, Financial Modeling, Equities, Finance
Education
Shanghai Jiao Tong University 2006 — 2009
Master, Computer Science
Shruti Rauniar's Morgan Stanley Experience June 2003 - August 2003
Job CompuCom Canada
Industry Information Technology and Services
Experience
CompuCom Canada August 2012 - Present
Sheridan College September 2011 - April 2012
mindSHIFT March 2006 - March 2009
Micropower Computer Institute March 2004 - March 2006
Morgan Stanley June 2003 - August 2003
Stevens Institute of Technology February 2003 - May 2003
Tata Infotech January 2001 - December 2001
DTI Paging Pvt. Ltd November 1999 - August 2000
Kathmandu University 1995 - 1999
Skills
Troubleshooting, Requirements Analysis, Management, Microsoft Exchange, Networking, SDLC, Visio, Testing, Active Directory, Business Process, Windows Server, Process Improvement, Windows 7, Program Management, SQL, Integration, Data Center, Analysis, Hardware, iGrafx, Windows Vista, Blackberry Enterprise..., Postini, UML, BRD, Activity Diagrams, HTML, Information Technology, Microsoft Office, SharePoint, XML, Microsoft CRM, MySQL, ITIL, Linux, Unix, Microsoft SQL Server, Operating Systems, Databases, SAP User Interface, MS CRM, MS Office Suite, MS Visio, Basic SQL, Windows Server 2003, MS Exchange 2003, Symantec's Enterprise..., Advisor Mail, Use Cases, SOA
Education
Sheridan College 2011 — 2012
Graduate Certificate, Business Process Management, 4.0/4.0
Stevens Institute of Technology 2002 — 2004
ME, Electrical Engineering, 3.83/4.00
Kathmandu University 1995 — 1999
BE, Electrical & Electronics Engineering, 3.6/4.0
Naval Public School
CompuCom Canada August 2012 - Present
Sheridan College September 2011 - April 2012
mindSHIFT March 2006 - March 2009
Micropower Computer Institute March 2004 - March 2006
Morgan Stanley June 2003 - August 2003
Stevens Institute of Technology February 2003 - May 2003
Tata Infotech January 2001 - December 2001
DTI Paging Pvt. Ltd November 1999 - August 2000
Kathmandu University 1995 - 1999
Skills
Troubleshooting, Requirements Analysis, Management, Microsoft Exchange, Networking, SDLC, Visio, Testing, Active Directory, Business Process, Windows Server, Process Improvement, Windows 7, Program Management, SQL, Integration, Data Center, Analysis, Hardware, iGrafx, Windows Vista, Blackberry Enterprise..., Postini, UML, BRD, Activity Diagrams, HTML, Information Technology, Microsoft Office, SharePoint, XML, Microsoft CRM, MySQL, ITIL, Linux, Unix, Microsoft SQL Server, Operating Systems, Databases, SAP User Interface, MS CRM, MS Office Suite, MS Visio, Basic SQL, Windows Server 2003, MS Exchange 2003, Symantec's Enterprise..., Advisor Mail, Use Cases, SOA
Education
Sheridan College 2011 — 2012
Graduate Certificate, Business Process Management, 4.0/4.0
Stevens Institute of Technology 2002 — 2004
ME, Electrical Engineering, 3.83/4.00
Kathmandu University 1995 — 1999
BE, Electrical & Electronics Engineering, 3.6/4.0
Naval Public School
Robert Ryan-Rounseville Robert Ryan-Rounseville's Morgan Stanley Experience 1997 - 1999
Job Reverse Mortgage Consultant at American Advisors Group (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
Jose A. Ortiz Jose A. Ortiz's Morgan Stanley Experience November 1998 - April 2004
Job Risk Management and Assurance
Industry Information Technology and Services
Experience
First Data Corporation September 2014 - Present
Ideal Convergence, LLC November 2012 - October 2014
TD Ameritrade December 2009 - October 2013
Merrill Lynch February 2006 - April 2009
Citigroup April 2004 - February 2006
Morgan Stanley November 1998 - April 2004
Skills
IT Audit, Information Security, Risk Management, CISA, Security, Governance, Information Technology, Internal Audit, Disaster Recovery, Information Security..., CISSP, Enterprise Risk..., COBIT, Business Continuity, ITIL, PCI DSS, IT Risk Management, IT Governance, Risk Mitigation, Audit, Risk, ISO 27001, IT Risk, Risk Assessment, Compliance Management, SOX, SAS70, Hardware, Troubleshooting, Servers, Operating Systems, Software Installation, IT Management, IT Operations, Auditing, IT Strategy, ITGC, Privacy, Internal Controls, Security Audits, Program Management, Firewalls, Information Security..., Network Security, Vulnerability Assessment, Application Development, Computer Hardware, Laptops, System Administration
Education
Siena College 1986 — 1990
BS, Computer Science with minors in Physics & Mathematics
First Data Corporation September 2014 - Present
Ideal Convergence, LLC November 2012 - October 2014
TD Ameritrade December 2009 - October 2013
Merrill Lynch February 2006 - April 2009
Citigroup April 2004 - February 2006
Morgan Stanley November 1998 - April 2004
Skills
IT Audit, Information Security, Risk Management, CISA, Security, Governance, Information Technology, Internal Audit, Disaster Recovery, Information Security..., CISSP, Enterprise Risk..., COBIT, Business Continuity, ITIL, PCI DSS, IT Risk Management, IT Governance, Risk Mitigation, Audit, Risk, ISO 27001, IT Risk, Risk Assessment, Compliance Management, SOX, SAS70, Hardware, Troubleshooting, Servers, Operating Systems, Software Installation, IT Management, IT Operations, Auditing, IT Strategy, ITGC, Privacy, Internal Controls, Security Audits, Program Management, Firewalls, Information Security..., Network Security, Vulnerability Assessment, Application Development, Computer Hardware, Laptops, System Administration
Education
Siena College 1986 — 1990
BS, Computer Science with minors in Physics & Mathematics
Serafin Icasiano, CPA Serafin Icasiano, CPA's Morgan Stanley Experience October 2009 - August 2011
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young October 2012 - Present
Citi August 2011 - October 2012
Morgan Stanley October 2009 - August 2011
Lehman Brothers July 2006 - October 2009
Barclays September 2008 - December 2008
Deloitte & Touche LLP December 2003 - June 2006
Skills
Financial Risk, Financial Accounting, Capital Markets, Financial Reporting, Derivatives, Auditing, Finance, Accounting, Internal Controls, Financial Analysis, Financial Services, US GAAP, Account Reconciliation, Sarbanes-Oxley Act, Investment Banking, Basel II, SEC filings, Corporate Finance, Due Diligence, CPA, Financial Statements, Risk Assessment, Process Improvement, Governance, Equities, Fixed Income, Valuation
Education
Seton Hall University 2001 — 2004
Master of Science, Accounting
Seton Hall University 2001 — 2003
Bachelor of Science, Accounting
Ernst & Young October 2012 - Present
Citi August 2011 - October 2012
Morgan Stanley October 2009 - August 2011
Lehman Brothers July 2006 - October 2009
Barclays September 2008 - December 2008
Deloitte & Touche LLP December 2003 - June 2006
Skills
Financial Risk, Financial Accounting, Capital Markets, Financial Reporting, Derivatives, Auditing, Finance, Accounting, Internal Controls, Financial Analysis, Financial Services, US GAAP, Account Reconciliation, Sarbanes-Oxley Act, Investment Banking, Basel II, SEC filings, Corporate Finance, Due Diligence, CPA, Financial Statements, Risk Assessment, Process Improvement, Governance, Equities, Fixed Income, Valuation
Education
Seton Hall University 2001 — 2004
Master of Science, Accounting
Seton Hall University 2001 — 2003
Bachelor of Science, Accounting
Kelly Shea Kelly Shea's Morgan Stanley Experience June 2010 - February 2011
Job Director at Russell Tobin & Associates
Industry Human Resources
Experience
Russell Tobin & Associates January 2014 - Present
Russell, Tobin & Associates, LLC February 2011 - November 2013
Morgan Stanley June 2010 - February 2011
PRO Unlimited onsite at Goldman Sachs July 2009 - June 2010
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Onboarding, Employee Relations, Technical Recruiting, Taleo, Human Resources, Executive Search, College Recruiting, Account Management, Interviews, Personnel Management, Coaching, Sourcing, Temporary Staffing, Contract Recruitment, Talent Management, Temporary Placement, Internet Recruiting, Resume Writing, Screening, Screening Resumes, Permanent Placement, Staffing Services, Team Leadership
Education
Siena College 2005 — 2009
B.A, Psychology
Russell Tobin & Associates January 2014 - Present
Russell, Tobin & Associates, LLC February 2011 - November 2013
Morgan Stanley June 2010 - February 2011
PRO Unlimited onsite at Goldman Sachs July 2009 - June 2010
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Onboarding, Employee Relations, Technical Recruiting, Taleo, Human Resources, Executive Search, College Recruiting, Account Management, Interviews, Personnel Management, Coaching, Sourcing, Temporary Staffing, Contract Recruitment, Talent Management, Temporary Placement, Internet Recruiting, Resume Writing, Screening, Screening Resumes, Permanent Placement, Staffing Services, Team Leadership
Education
Siena College 2005 — 2009
B.A, Psychology
Shawn A. Gordon Shawn A. Gordon's Morgan Stanley Experience July 2007 - May 2011
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Bank of America May 2011 - May 2015
Morgan Stanley July 2007 - May 2011
Skills
Risk Management, Internal Audit, Corporate Finance, Treasury Management, Treasury, Basel II, Data Analysis, Financial Risk, Financial Analysis, Management, Enterprise Risk..., Fixed Income, Capital Markets, Derivatives, Securities, Financial Modeling, Investment Banking
Education
Seton Hall University 2003 — 2007
Bachelor of Science, Finance
J.P. Morgan May 2015 - Present
Bank of America May 2011 - May 2015
Morgan Stanley July 2007 - May 2011
Skills
Risk Management, Internal Audit, Corporate Finance, Treasury Management, Treasury, Basel II, Data Analysis, Financial Risk, Financial Analysis, Management, Enterprise Risk..., Fixed Income, Capital Markets, Derivatives, Securities, Financial Modeling, Investment Banking
Education
Seton Hall University 2003 — 2007
Bachelor of Science, Finance
Tom Harms's Morgan Stanley Experience September 1986 - June 2003
Job Senior Vice President at Fidelity Institutional Wealth Management
Industry Financial Services
Experience
Fidelity Institutional Wealth Management June 2012 - Present
Fidelity Institutional August 2011 - July 2012
Morgan Stanley Smith Barney 1986 - August 2011
Morgan Stanley September 1986 - June 2003
Morgan Stanley 1996 - 2000
Skills
Risk Management, FINRA, Series 24, Private Wealth..., Options, Series 3, Series 65, Wealth Management, Wealth Management...
Education
Seton Hall University 1981 — 1985
BA, Communication
Virginia Military Institute 1976 — 1979
BS
Fidelity Institutional Wealth Management June 2012 - Present
Fidelity Institutional August 2011 - July 2012
Morgan Stanley Smith Barney 1986 - August 2011
Morgan Stanley September 1986 - June 2003
Morgan Stanley 1996 - 2000
Skills
Risk Management, FINRA, Series 24, Private Wealth..., Options, Series 3, Series 65, Wealth Management, Wealth Management...
Education
Seton Hall University 1981 — 1985
BA, Communication
Virginia Military Institute 1976 — 1979
BS
Rich DeSalvo's Morgan Stanley Experience 1996 - 2008
Job Richard DeSalvo Consulting LLC
Industry Financial Services
Experience
Richard DeSalvo Consulting LLC September 2008 - Present
Morgan Stanley 1996 - 2008
Putnam Investments 1996 - 1997
Skills
Mutual Funds, Series 7, Sales and Distribution, Investment Advisory, Retirement Planning, Asset Managment, Series 24, Broker Dealer, Strategy, Financial Advisory, Securities, Investment Banking, Asset Management, Trading, Series 63, Broker-Dealer, Asset Allocation, Pensions, Alternative Investments, Portfolio Management, FINRA, Investments, Private Equity, Hedge Funds, Separately Managed..., ETFs, Retirement, 401k, Financial Services, Wealth Management
Education
Seton Hall University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Marketing
Ramapo
Richard DeSalvo Consulting LLC September 2008 - Present
Morgan Stanley 1996 - 2008
Putnam Investments 1996 - 1997
Skills
Mutual Funds, Series 7, Sales and Distribution, Investment Advisory, Retirement Planning, Asset Managment, Series 24, Broker Dealer, Strategy, Financial Advisory, Securities, Investment Banking, Asset Management, Trading, Series 63, Broker-Dealer, Asset Allocation, Pensions, Alternative Investments, Portfolio Management, FINRA, Investments, Private Equity, Hedge Funds, Separately Managed..., ETFs, Retirement, 401k, Financial Services, Wealth Management
Education
Seton Hall University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Marketing
Ramapo
Jim Kroll NMLS #53335 Jim Kroll NMLS #53335's Morgan Stanley Experience January 2000 - April 2005
Job Sales Manager, MLO at loanDepot LLC
Industry Real Estate
Experience
Mortgage Master May 2013 - Present
Apple Mortgage Corp. January 2009 - May 2013
BNI-22 August 2010 - December 2011
JosephScott Financial April 2005 - January 2009
Morgan Stanley January 2000 - April 2005
Skills
Real Estate, Real Estate Transactions, Mortgage Lending, Investment Properties, Loans, FHA, Rentals, Condos, Financial Services, Residential Homes, Management, Investors, First Time Home Buyers, Referrals, Short Sales, Credit, Finance, Residential Mortgages, Sales, Property, Banking, Negotiation, Refinance, Due Diligence, Mortgage Banking, Real Estate Financing, Commercial Mortgages, Loan Origination, Real Estate Economics, Buyers, Brokerage, Valuation, Investments, FHA financing, Real Estate Development, Commercial Real Estate, VA loans, Apartments, USDA, Sellers, Property Management
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
Bachelor of Science, Marketing
Shenandoah University 1994 — 1996
Mortgage Master May 2013 - Present
Apple Mortgage Corp. January 2009 - May 2013
BNI-22 August 2010 - December 2011
JosephScott Financial April 2005 - January 2009
Morgan Stanley January 2000 - April 2005
Skills
Real Estate, Real Estate Transactions, Mortgage Lending, Investment Properties, Loans, FHA, Rentals, Condos, Financial Services, Residential Homes, Management, Investors, First Time Home Buyers, Referrals, Short Sales, Credit, Finance, Residential Mortgages, Sales, Property, Banking, Negotiation, Refinance, Due Diligence, Mortgage Banking, Real Estate Financing, Commercial Mortgages, Loan Origination, Real Estate Economics, Buyers, Brokerage, Valuation, Investments, FHA financing, Real Estate Development, Commercial Real Estate, VA loans, Apartments, USDA, Sellers, Property Management
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
Bachelor of Science, Marketing
Shenandoah University 1994 — 1996
Elizabeth Fischer Elizabeth Fischer's Morgan Stanley Experience October 2014 - Present
Job Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley August 2011 - Present
HSBC Securities September 2009 - August 2011
Center for Disability Services January 2009 - May 2009
Skills
Investments, Investor Relations, Mutual Funds, Accounting, Hedge Funds, Private Equity, Microsoft Word, Microsoft Excel, Outlook, Cash Management, Payment Systems, Multi Tasking, Information Technology, Third Party Vendor..., AWD, Valuation, Fixed Income
Education
Siena College 2005 — 2009
Bachelor's Degree, Finance; Minor in Computer Science
Morgan Stanley October 2014 - Present
Morgan Stanley August 2011 - Present
HSBC Securities September 2009 - August 2011
Center for Disability Services January 2009 - May 2009
Skills
Investments, Investor Relations, Mutual Funds, Accounting, Hedge Funds, Private Equity, Microsoft Word, Microsoft Excel, Outlook, Cash Management, Payment Systems, Multi Tasking, Information Technology, Third Party Vendor..., AWD, Valuation, Fixed Income
Education
Siena College 2005 — 2009
Bachelor's Degree, Finance; Minor in Computer Science
Marc Cozzolino Marc Cozzolino's Morgan Stanley Experience 2002 - 2013
Job General Counsel at Vontobel Asset Management
Industry Investment Management
Experience
Morgan Stanley 2002 - 2013
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Investment Advisers Act, Investment Company Act, ERISA, Investment Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, REIT, Asset Allocation, Investment Advisory, Limited Partnerships, Securities Regulation, SEC, Regulatory Requirements, Risk Management, Financial Services, Institutional..., Asset Management, Securities, Corporate Law, Dodd-Frank, AML, Pensions, Financial Regulation, Fund Of Funds, Corporate Governance, Investment Strategies, Institutional, Commodity, FINRA, Financial Risk, Separate Accounts, Form ADV, Commodity Exchange..., LLC, Offshore Funds, Investment Trusts, UCITS, Private Placements, sovereign wealth funds, Registration, Team Management, Project Management, Risk Assessment, Product Marketing, Legal Writing, Legal Research, Investments
Education
Seton Hall University School of Law
JD, Law
The College of William and Mary
AB, Government, with Honors
Morgan Stanley 2002 - 2013
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Investment Advisers Act, Investment Company Act, ERISA, Investment Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, REIT, Asset Allocation, Investment Advisory, Limited Partnerships, Securities Regulation, SEC, Regulatory Requirements, Risk Management, Financial Services, Institutional..., Asset Management, Securities, Corporate Law, Dodd-Frank, AML, Pensions, Financial Regulation, Fund Of Funds, Corporate Governance, Investment Strategies, Institutional, Commodity, FINRA, Financial Risk, Separate Accounts, Form ADV, Commodity Exchange..., LLC, Offshore Funds, Investment Trusts, UCITS, Private Placements, sovereign wealth funds, Registration, Team Management, Project Management, Risk Assessment, Product Marketing, Legal Writing, Legal Research, Investments
Education
Seton Hall University School of Law
JD, Law
The College of William and Mary
AB, Government, with Honors
Kelsey Profio Kelsey Profio's Morgan Stanley Experience June 2011 - August 2011
Job Digital Marketing Strategist at RevLocal
Industry Marketing and Advertising
Experience
RevLocal June 2014 - Present
Buckeye Volleyball Club September 2014 - Present
Keystone Volleyball Club January 2012 - May 2014
Seton Hill University August 2010 - May 2014
United Way of Delaware County May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Skills
Human Resources, Marketing, Marketing Strategy, Website Development, Marketing Communications, Advertising, Nonprofits, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, English, Public Speaking, Time Management, Social Media, Mac OS, ibooks author, Microsoft Office, Fundraising, Event Planning, Leadership, Management, Public Relations, Recruiting, Social Media Marketing, Community Outreach
Education
Seton Hill University 2010 — 2014
Bachelor of Science (B.S.), Business Administration- Marketing
Olentangy High School
RevLocal June 2014 - Present
Buckeye Volleyball Club September 2014 - Present
Keystone Volleyball Club January 2012 - May 2014
Seton Hill University August 2010 - May 2014
United Way of Delaware County May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Skills
Human Resources, Marketing, Marketing Strategy, Website Development, Marketing Communications, Advertising, Nonprofits, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, English, Public Speaking, Time Management, Social Media, Mac OS, ibooks author, Microsoft Office, Fundraising, Event Planning, Leadership, Management, Public Relations, Recruiting, Social Media Marketing, Community Outreach
Education
Seton Hill University 2010 — 2014
Bachelor of Science (B.S.), Business Administration- Marketing
Olentangy High School
Robert Zotti Robert Zotti's Morgan Stanley Experience July 2000 - September 2002
Job VP Financial Planning & Analysis at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2009 - Present
Solares Inc October 2003 - November 2012
Care Management International June 2006 - March 2009
Morgan Stanley July 2000 - September 2002
J.P. Morgan March 1998 - July 2000
Nabisco May 1997 - March 1998
Skills
Business Development, Strategic Financial..., Investment Banking, Start-up Environment, Change Management, Relationship Management
Education
Seton Hall University 1993 — 1997
Bachelor of Science (BS), Finance (Major) & History (Minor), Magna Cum Laude
J.P. Morgan April 2009 - Present
Solares Inc October 2003 - November 2012
Care Management International June 2006 - March 2009
Morgan Stanley July 2000 - September 2002
J.P. Morgan March 1998 - July 2000
Nabisco May 1997 - March 1998
Skills
Business Development, Strategic Financial..., Investment Banking, Start-up Environment, Change Management, Relationship Management
Education
Seton Hall University 1993 — 1997
Bachelor of Science (BS), Finance (Major) & History (Minor), Magna Cum Laude
Paul Cao Paul Cao's Morgan Stanley Experience 1996 - 2005
Job Director, Data Services, Wells Fargo Securities at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
JPMorgan Chase October 2012 - October 2013
Citigroup April 2009 - October 2012
Merrill Lynch 2005 - April 2009
Morgan Stanley 1996 - 2005
Skills
Electronic Trading, Hadoop, Big Data, Equities, Data Warehousing, Capital Markets, Business Intelligence, Trading Systems, Reference Data, Market Data, Fixed Income, Data Modeling, Prime Brokerage, SDLC, NoSQL, MapR, Cloudera, Hortonworks, MarkLogic, Enterprise Data, Sybase, Analytics, Strategy, Investment Banking, Financial Services, Data Mining, Transaction Processing, CRM, Netezza, Oracle, FIX, Derivatives, Options, Customer Profitability, Compliance, Surveillance, TIBCO, Solace, WebSphere MQ, KDB, Sybase IQ, Ab Initio, Informatica, QlikView, FpML, Low Latency, ETL, Dodd-Frank, Exadata, Tableau
Education
University of Massachusetts, Amherst
M.S., Electrical and Computer Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
Wells Fargo October 2013 - Present
JPMorgan Chase October 2012 - October 2013
Citigroup April 2009 - October 2012
Merrill Lynch 2005 - April 2009
Morgan Stanley 1996 - 2005
Skills
Electronic Trading, Hadoop, Big Data, Equities, Data Warehousing, Capital Markets, Business Intelligence, Trading Systems, Reference Data, Market Data, Fixed Income, Data Modeling, Prime Brokerage, SDLC, NoSQL, MapR, Cloudera, Hortonworks, MarkLogic, Enterprise Data, Sybase, Analytics, Strategy, Investment Banking, Financial Services, Data Mining, Transaction Processing, CRM, Netezza, Oracle, FIX, Derivatives, Options, Customer Profitability, Compliance, Surveillance, TIBCO, Solace, WebSphere MQ, KDB, Sybase IQ, Ab Initio, Informatica, QlikView, FpML, Low Latency, ETL, Dodd-Frank, Exadata, Tableau
Education
University of Massachusetts, Amherst
M.S., Electrical and Computer Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
Werner Kratovil Werner Kratovil's Morgan Stanley Experience August 2010 - July 2012
Job Associate Acquisitions at DRA Advisors
Industry Financial Services
Experience
DRA Advisors LLC July 2012 - Present
Morgan Stanley August 2010 - July 2012
RCLCO January 2006 - June 2008
Skills
Real Estate Investment, Real Estate Finance, Banking, Valuation, Due Diligence, Financial Modeling, Real Estate Transactions, Capital Markets, Mergers, Leases, Underwriting, Investment Properties, Real Estate Economics, Mergers & Acquisitions, Investments, Real Estate, Financial Analysis, Private Equity, Argus Modeling
Education
University of North Carolina at Chapel Hill 2008 — 2010
MBA, Real Estate Finance
Sewanee-The University of the South 2000 — 2004
BS, Natural Resources
St. Paul's School 1997 — 2000
Buckley
DRA Advisors LLC July 2012 - Present
Morgan Stanley August 2010 - July 2012
RCLCO January 2006 - June 2008
Skills
Real Estate Investment, Real Estate Finance, Banking, Valuation, Due Diligence, Financial Modeling, Real Estate Transactions, Capital Markets, Mergers, Leases, Underwriting, Investment Properties, Real Estate Economics, Mergers & Acquisitions, Investments, Real Estate, Financial Analysis, Private Equity, Argus Modeling
Education
University of North Carolina at Chapel Hill 2008 — 2010
MBA, Real Estate Finance
Sewanee-The University of the South 2000 — 2004
BS, Natural Resources
St. Paul's School 1997 — 2000
Buckley
Brian Barrett Brian Barrett's Morgan Stanley Experience July 2013 - April 2014
Job Private Equity / Hedge Fund Controller
Industry Financial Services
Experience
TPG Capital October 2014 - Present
Morgan Stanley July 2013 - April 2014
Bank of America Merrill Lynch May 2007 - July 2013
The Blackstone Group April 2006 - April 2007
Citi May 2004 - April 2006
The Blackstone Group May 1998 - May 2004
Skills
Equities, Fixed Income, Investments, Investment Banking, Capital Markets, Wealth Management, Portfolio Management, Derivatives, Series 7, Hedge Funds, Asset Management, Valuation, Alternative Investments, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Master of Business Administration (MBA), Finance and Economics
Siena College 1991 — 1995
B.S., Accounting
TPG Capital October 2014 - Present
Morgan Stanley July 2013 - April 2014
Bank of America Merrill Lynch May 2007 - July 2013
The Blackstone Group April 2006 - April 2007
Citi May 2004 - April 2006
The Blackstone Group May 1998 - May 2004
Skills
Equities, Fixed Income, Investments, Investment Banking, Capital Markets, Wealth Management, Portfolio Management, Derivatives, Series 7, Hedge Funds, Asset Management, Valuation, Alternative Investments, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Master of Business Administration (MBA), Finance and Economics
Siena College 1991 — 1995
B.S., Accounting
Ken Zheng Ken Zheng's Morgan Stanley Experience September 2006 - July 2011
Job VP of Technology at VFinance Inc.
Industry Information Technology and Services
Experience
VFinance Inc. March 2015 - Present
Tata Consultancy Services July 2013 - March 2015
Tata Consultancy Services June 2012 - August 2012
Morgan Stanley September 2006 - July 2011
Skills
Leadership, Finance, Financial Modeling, Cross-functional Team..., Analytics, Business Planning, Strategy, Management Consulting, Corporate Finance, Business Strategy, Management, Valuation
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance and Marketing, Dean's List 2 of 3 quarters in first year
Shanghai Jiao Tong University 2003 — 2006
ME, Computer Science
Zhejiang University 1999 — 2003
BE, Computer Science
Hangzhou Foreign Language School
VFinance Inc. March 2015 - Present
Tata Consultancy Services July 2013 - March 2015
Tata Consultancy Services June 2012 - August 2012
Morgan Stanley September 2006 - July 2011
Skills
Leadership, Finance, Financial Modeling, Cross-functional Team..., Analytics, Business Planning, Strategy, Management Consulting, Corporate Finance, Business Strategy, Management, Valuation
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance and Marketing, Dean's List 2 of 3 quarters in first year
Shanghai Jiao Tong University 2003 — 2006
ME, Computer Science
Zhejiang University 1999 — 2003
BE, Computer Science
Hangzhou Foreign Language School
Vince Billeci's Morgan Stanley Experience May 2000 - November 2000
Job Professional Project Manager
Industry Public Relations and Communications
Experience
Christopher & Dana Reeve Foundation Project ManagerAffinity SolutionsMarch 2014 - Present
Mars November 2010 - January 2014
Ziff Davis Enterprise July 2007 - November 2010
Ziff Davis Enterprise July 2007 - August 2010
Underline Communications July 2005 - July 2007
Valve corporation May 2004 - September 2004
Morgan Stanley May 2000 - November 2000
Skills
Project Management, Cross-functional Team..., Online Marketing, Digital Marketing, Lead Generation, InDesign, Training, Microsoft Office, Social Media, Marketing Communications, Photoshop, Copywriting, Social Media Marketing, Online Advertising, Salesforce.com, Microsoft Excel, Microsoft Word, Team Building, Email Marketing, Social Networking, Advertising, Marketing Research, Digital Strategy, Strategic Partnerships, Web Development, Digital Media, Marketing Strategy, Brand Development, Market Research, E-commerce, Italian, French, Blogging, Twitter, Visio, Creative Writing, Photography, Organizing Meetings, Team Facilitation, Translation, Employee Engagement, PowerPoint, Copy Editing, Process Flow Charts, Stage-Gate, RFP, Omniture, Google Analytics, Lean Management, Six Sigma
Education
Seton Hall University
Masters, Corporate Communications
Seton Hall University
BA, Modern Languages
Christopher & Dana Reeve Foundation Project ManagerAffinity SolutionsMarch 2014 - Present
Mars November 2010 - January 2014
Ziff Davis Enterprise July 2007 - November 2010
Ziff Davis Enterprise July 2007 - August 2010
Underline Communications July 2005 - July 2007
Valve corporation May 2004 - September 2004
Morgan Stanley May 2000 - November 2000
Skills
Project Management, Cross-functional Team..., Online Marketing, Digital Marketing, Lead Generation, InDesign, Training, Microsoft Office, Social Media, Marketing Communications, Photoshop, Copywriting, Social Media Marketing, Online Advertising, Salesforce.com, Microsoft Excel, Microsoft Word, Team Building, Email Marketing, Social Networking, Advertising, Marketing Research, Digital Strategy, Strategic Partnerships, Web Development, Digital Media, Marketing Strategy, Brand Development, Market Research, E-commerce, Italian, French, Blogging, Twitter, Visio, Creative Writing, Photography, Organizing Meetings, Team Facilitation, Translation, Employee Engagement, PowerPoint, Copy Editing, Process Flow Charts, Stage-Gate, RFP, Omniture, Google Analytics, Lean Management, Six Sigma
Education
Seton Hall University
Masters, Corporate Communications
Seton Hall University
BA, Modern Languages
David T. Adams's Morgan Stanley Experience October 2010 - November 2012
Job Engineering Student at Oregon State University
Industry Internet
Experience
Oregon State University January 2014 - Present
Chorus Labs April 2013 - March 2014
Morgan Stanley October 2010 - November 2012
Pluris Valuation Advisors LLC 2010 - 2010
TBH Global Asset Management 2009 - 2009
Accord Human Resources 2008 - 2008
Education
Sewanee-The University of the South 2006 — 2010
BA, Economics, Honors
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program
Oregon State University January 2014 - Present
Chorus Labs April 2013 - March 2014
Morgan Stanley October 2010 - November 2012
Pluris Valuation Advisors LLC 2010 - 2010
TBH Global Asset Management 2009 - 2009
Accord Human Resources 2008 - 2008
Education
Sewanee-The University of the South 2006 — 2010
BA, Economics, Honors
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program
Robert Chirkis Robert Chirkis's Morgan Stanley Experience 2007 - 2008
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals 2013 - Present
BlackRock 2008 - 2013
Morgan Stanley 2007 - 2008
Goldman Sachs 2000 - 2007
Ernst & Young, LLP 1997 - 2000
Dean Witter Intercapital 1993 - 1997
Skills
Auditing, Internal Controls, Finance, Account Reconciliation, Accounting, Financial Reporting, Financial Analysis, General Ledger, Accounts Receivable, Management, Accruals, Financial Accounting, GAAP, Invoicing/Billing, Revenue Accruals, Asset Management, Balance Sheet, P&L Analysis, Monthly Close Process, Revenue Recognition, Process Improvement, Aging Reports, Billing Process, Sarbanes-Oxley, Problem Solving, Legal Contract Review, Ad-hoc, Managerial Skills, Mark-to-Market, Hedge Funds, Fund Accounting, Consolidation, Legal Entity Accounting
Education
Siena College 1989 — 1993
BBA, Accounting
Siena College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Resources Global Professionals 2013 - Present
BlackRock 2008 - 2013
Morgan Stanley 2007 - 2008
Goldman Sachs 2000 - 2007
Ernst & Young, LLP 1997 - 2000
Dean Witter Intercapital 1993 - 1997
Skills
Auditing, Internal Controls, Finance, Account Reconciliation, Accounting, Financial Reporting, Financial Analysis, General Ledger, Accounts Receivable, Management, Accruals, Financial Accounting, GAAP, Invoicing/Billing, Revenue Accruals, Asset Management, Balance Sheet, P&L Analysis, Monthly Close Process, Revenue Recognition, Process Improvement, Aging Reports, Billing Process, Sarbanes-Oxley, Problem Solving, Legal Contract Review, Ad-hoc, Managerial Skills, Mark-to-Market, Hedge Funds, Fund Accounting, Consolidation, Legal Entity Accounting
Education
Siena College 1989 — 1993
BBA, Accounting
Siena College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Colin Yu Colin Yu's Morgan Stanley Experience April 2013 - Present
Job Associate Software Engineer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley April 2013 - Present
Tencent July 2012 - September 2012
Tuitui Company July 2011 - June 2012
Skills
Algorithms, Java, Scala, Python, J2EE Web Services, Website Development, iOS, Android Development, Gradle, JProfiler, SBT, Performance Tuning, VisualVM
Education
Shanghai Jiao Tong University 2010 — 2013
Master's degree, Computer Software Engineering, Top 10%
Shanghai Jiao Tong University 2006 — 2010
Bachelor of Science (BS), Computer Science
Morgan Stanley April 2013 - Present
Tencent July 2012 - September 2012
Tuitui Company July 2011 - June 2012
Skills
Algorithms, Java, Scala, Python, J2EE Web Services, Website Development, iOS, Android Development, Gradle, JProfiler, SBT, Performance Tuning, VisualVM
Education
Shanghai Jiao Tong University 2010 — 2013
Master's degree, Computer Software Engineering, Top 10%
Shanghai Jiao Tong University 2006 — 2010
Bachelor of Science (BS), Computer Science
Mingfei Li Mingfei Li's Morgan Stanley Experience June 2011 - August 2011
Job Engineering Manager at Facebook
Industry Computer Software
Experience
Facebook May 2015 - Present
Facebook December 2012 - April 2015
The University of Hong Kong September 2010 - November 2012
The University of Hong Kong September 2010 - January 2012
Morgan Stanley June 2011 - August 2011
Skills
C, Java, C#, Linux, LaTeX, SQL, Algorithms, Programming, Mathematics, Databases, Machine Learning, Research, C++, PHP
Education
The University of Hong Kong 2010 — 2012
M.Phil
Shandong University 2006 — 2010
B.Sc
Shandong Experimental High School 2003 — 2006
Facebook May 2015 - Present
Facebook December 2012 - April 2015
The University of Hong Kong September 2010 - November 2012
The University of Hong Kong September 2010 - January 2012
Morgan Stanley June 2011 - August 2011
Skills
C, Java, C#, Linux, LaTeX, SQL, Algorithms, Programming, Mathematics, Databases, Machine Learning, Research, C++, PHP
Education
The University of Hong Kong 2010 — 2012
M.Phil
Shandong University 2006 — 2010
B.Sc
Shandong Experimental High School 2003 — 2006
Ronald J. Yuhas Ronald J. Yuhas's Morgan Stanley Experience 1999 - 2002
Job Controller at Johnston Communications Voice & Data
Industry Nonprofit Organization Management
Experience
Johnston Communications Voice & Data October 2012 - Present
North Arlington Accounting, LLC February 2006 - September 2013
The Salvation Army October 2002 - March 2012
Morgan Stanley 1999 - 2002
Skills
Accounting, Financial Analysis, Budget Process, Fundraising, Grant Writing, Tax, Financial Forecasting, Nonprofits, Board Development, Budgets, Volunteer Management, Philanthropy, Finance, Microsoft Excel, Managerial Finance, Strategic Planning, Auditing, QuickBooks, Team Building, Program Management, Human Resources, Management, Process Improvement
Education
Seton Hall University
BS, Accounting
Johnston Communications Voice & Data October 2012 - Present
North Arlington Accounting, LLC February 2006 - September 2013
The Salvation Army October 2002 - March 2012
Morgan Stanley 1999 - 2002
Skills
Accounting, Financial Analysis, Budget Process, Fundraising, Grant Writing, Tax, Financial Forecasting, Nonprofits, Board Development, Budgets, Volunteer Management, Philanthropy, Finance, Microsoft Excel, Managerial Finance, Strategic Planning, Auditing, QuickBooks, Team Building, Program Management, Human Resources, Management, Process Improvement
Education
Seton Hall University
BS, Accounting
Ron Liu Ron Liu's Morgan Stanley Experience October 2012 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Protiviti April 2011 - September 2012
Bank of America November 2007 - April 2011
American Express April 2006 - October 2007
Albert Einstein College of Medicine March 2004 - March 2006
University of Florida January 1998 - January 2003
Shanghai Triman Company April 1996 - July 1998
Skills
SAS programming, SQL, Statistical Modeling, Analytics, Statistics, Analysis, Credit Cards, Financial Risk, Unix, Data Analysis, Portfolio Management, SAS, Segmentation, Data Mining, Business Analysis, Matlab, Credit, SAS Programming
Education
University of Florida 1998 — 2004
Ph. D, Physics
Shanghai Jiao Tong University 1989 — 1996
Bachelor and Master of Science, Physics
Morgan Stanley October 2012 - Present
Protiviti April 2011 - September 2012
Bank of America November 2007 - April 2011
American Express April 2006 - October 2007
Albert Einstein College of Medicine March 2004 - March 2006
University of Florida January 1998 - January 2003
Shanghai Triman Company April 1996 - July 1998
Skills
SAS programming, SQL, Statistical Modeling, Analytics, Statistics, Analysis, Credit Cards, Financial Risk, Unix, Data Analysis, Portfolio Management, SAS, Segmentation, Data Mining, Business Analysis, Matlab, Credit, SAS Programming
Education
University of Florida 1998 — 2004
Ph. D, Physics
Shanghai Jiao Tong University 1989 — 1996
Bachelor and Master of Science, Physics
Chip Stanley's Morgan Stanley Experience December 1991 - August 2012
Job Retirement Income Specialist & Senior Vice President, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott September 2012 - Present
Morgan Stanley December 1991 - August 2012
Skills
Chartered Retirement..., Certified Wealth..., Financial Advisory, Series 65, Financial Services, Series 7, Risk Management, FINRA, Asset Allocation, Investments, Wealth Management, Series 63, Portfolio Management, Insurance, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Securities, Separately Managed...
Education
Sewanee-The University of the South 1967 — 1971
BA, Political Science
Janney Montgomery Scott September 2012 - Present
Morgan Stanley December 1991 - August 2012
Skills
Chartered Retirement..., Certified Wealth..., Financial Advisory, Series 65, Financial Services, Series 7, Risk Management, FINRA, Asset Allocation, Investments, Wealth Management, Series 63, Portfolio Management, Insurance, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Securities, Separately Managed...
Education
Sewanee-The University of the South 1967 — 1971
BA, Political Science
Omid Fatemieh's Morgan Stanley Experience May 2008 - August 2008
Job Software Engineer at Amazon AWS
Industry Computer Software
Experience
Amazon Web Services May 2014 - Present
Microsoft October 2011 - April 2014
University of Illinois at Urbana-Champaign February 2011 - October 2011
University of Illinois at Urbana-Champaign June 2005 - January 2011
Microsoft May 2010 - August 2010
Morgan Stanley May 2008 - August 2008
Alcatel-Lucent - Bell Labs June 2006 - August 2006
Skills
Computer Science, Java, C#, Machine Learning, LaTeX, Security Research, Technical Writing, C/C++, Networking Research, White Space Cognitive..., Processor Power..., Low Power Systems, Asymmetric Processing, Cloud Computing, Cloud Applications, Web Services, Distributed Systems, Data Center Networking, Data Center Load..., Distributed Storage
Education
University of Illinois at Urbana-Champaign 2004 — 2011
Ph.D., Computer Science
Sharif University of Technology 2000 — 2004
B.Sc., Computer Engineering (Concentration: Sofrware Engineering)
Amazon Web Services May 2014 - Present
Microsoft October 2011 - April 2014
University of Illinois at Urbana-Champaign February 2011 - October 2011
University of Illinois at Urbana-Champaign June 2005 - January 2011
Microsoft May 2010 - August 2010
Morgan Stanley May 2008 - August 2008
Alcatel-Lucent - Bell Labs June 2006 - August 2006
Skills
Computer Science, Java, C#, Machine Learning, LaTeX, Security Research, Technical Writing, C/C++, Networking Research, White Space Cognitive..., Processor Power..., Low Power Systems, Asymmetric Processing, Cloud Computing, Cloud Applications, Web Services, Distributed Systems, Data Center Networking, Data Center Load..., Distributed Storage
Education
University of Illinois at Urbana-Champaign 2004 — 2011
Ph.D., Computer Science
Sharif University of Technology 2000 — 2004
B.Sc., Computer Engineering (Concentration: Sofrware Engineering)
Byron YE Byron YE's Morgan Stanley Experience February 2004 - May 2008
Job Director in PE
Industry Financial Services
Experience
PricewaterhouseCoopers June 2008 - January 2010
Morgan Stanley February 2004 - May 2008
KPMG January 2000 - February 2004
Skills
Valuation, Divestitures, New Business Development, Quantitative Modeling, LBO, Social Media, Financial Modeling, Due Diligence, Hedge Funds, Investment Banking, Investments, Mergers, Private Equity, Equity Research, Mergers & Acquisitions, Strategy, Management Consulting
Education
Yale University - Yale School of Management
MBA, Finance
Shanghai Jiao Tong University
BE, Computer Science, Information Management
PricewaterhouseCoopers June 2008 - January 2010
Morgan Stanley February 2004 - May 2008
KPMG January 2000 - February 2004
Skills
Valuation, Divestitures, New Business Development, Quantitative Modeling, LBO, Social Media, Financial Modeling, Due Diligence, Hedge Funds, Investment Banking, Investments, Mergers, Private Equity, Equity Research, Mergers & Acquisitions, Strategy, Management Consulting
Education
Yale University - Yale School of Management
MBA, Finance
Shanghai Jiao Tong University
BE, Computer Science, Information Management
Danielle Martirano Danielle Martirano's Morgan Stanley Experience May 2013 - Present
Job Analyst at BTG Pactual Commodities
Industry Oil & Energy
Experience
BTG Pactual Commodities April 2015 - Present
Morgan Stanley May 2013 - Present
Morgan Stanley August 2012 - May 2013
Lloyd's of London January 2011 - May 2011
USI Insurance Services June 2008 - January 2010
Skills
Analysis, Microsoft Excel, Financial Risk, Bloomberg, Insurance, Underwriting, Risk Management, Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Office, PowerPoint, Bloomberg BESS..., Workers Compensation, Access, Equities, Bonds, Commodity, Microsoft Word, Oil & Gas
Education
Siena College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), finance
The Ursuline School
BTG Pactual Commodities April 2015 - Present
Morgan Stanley May 2013 - Present
Morgan Stanley August 2012 - May 2013
Lloyd's of London January 2011 - May 2011
USI Insurance Services June 2008 - January 2010
Skills
Analysis, Microsoft Excel, Financial Risk, Bloomberg, Insurance, Underwriting, Risk Management, Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Office, PowerPoint, Bloomberg BESS..., Workers Compensation, Access, Equities, Bonds, Commodity, Microsoft Word, Oil & Gas
Education
Siena College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), finance
The Ursuline School
Joseph Mangino Joseph Mangino's Morgan Stanley Experience July 2015 - Present
Job Vice President Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
RBC Capital Markets October 2010 - June 2015
Bear Stearns September 1999 - December 2008
First Albany Capital February 1996 - September 1999
Education
Siena College 1994 — 1998
BBA, Accounting
Morgan Stanley July 2015 - Present
RBC Capital Markets October 2010 - June 2015
Bear Stearns September 1999 - December 2008
First Albany Capital February 1996 - September 1999
Education
Siena College 1994 — 1998
BBA, Accounting
Kevin (Yuan) Gao Kevin (Yuan) Gao's Morgan Stanley Experience June 2013 - August 2013
Job UI Engineer / UX Designer at Esri
Industry Computer Software
Experience
Esri July 2014 - Present
Logic Solutions January 2014 - April 2014
Morgan Stanley June 2013 - August 2013
Peace Corps March 2013 - March 2013
eBay July 2011 - October 2011
GIS INFO July 2008 - August 2008
Skills
Data Analysis, Contextual Inquiry, Usability Testing, Stata, HTML, Database Design, Microsoft Excel, Python, Java, VBA, CSS, JavaScript, C++, PHP, SQL, MySQL, Microsoft SQL Server, ArcGIS, Unix Shell Scripting, Axure, Dojo, jQuery
Education
University of Michigan - School of Information 2012 — 2014
Master of Science (M.Sc.), Human Computer Interaction
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.6
University of Pennsylvania 2010 — 2010
Summer Institute of Business and Technology, Wharton School of Business
The University of British Columbia / UBC 2009 — 2009
Summer School, Sauder School of Business
Shanghai Weiyu High School 2004 — 2008
Esri July 2014 - Present
Logic Solutions January 2014 - April 2014
Morgan Stanley June 2013 - August 2013
Peace Corps March 2013 - March 2013
eBay July 2011 - October 2011
GIS INFO July 2008 - August 2008
Skills
Data Analysis, Contextual Inquiry, Usability Testing, Stata, HTML, Database Design, Microsoft Excel, Python, Java, VBA, CSS, JavaScript, C++, PHP, SQL, MySQL, Microsoft SQL Server, ArcGIS, Unix Shell Scripting, Axure, Dojo, jQuery
Education
University of Michigan - School of Information 2012 — 2014
Master of Science (M.Sc.), Human Computer Interaction
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.6
University of Pennsylvania 2010 — 2010
Summer Institute of Business and Technology, Wharton School of Business
The University of British Columbia / UBC 2009 — 2009
Summer School, Sauder School of Business
Shanghai Weiyu High School 2004 — 2008
Pegah Kamousi's Morgan Stanley Experience July 2013 - Present
Job Strats and Modelling Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Université Libre de Bruxelles October 2012 - July 2013
UC Santa Barbara July 2008 - August 2012
UC Santa Barbara September 2007 - March 2009
Skills
Combinatorial..., Approximation Algorithms, Computational Complexity, Computational Geometry, Stochastic Optimization, Graph Theory, Java, Matlab, C++, Python, R, Algorithms, Artificial Intelligence
Education
University of California, Santa Barbara 2007 — 2012
Doctor of Philosophy (PhD), Computer Science, 3.98
Sharif University of Technology 2002 — 2007
Bachelor of Science (BS), Computer Engineering
Morgan Stanley July 2013 - Present
Université Libre de Bruxelles October 2012 - July 2013
UC Santa Barbara July 2008 - August 2012
UC Santa Barbara September 2007 - March 2009
Skills
Combinatorial..., Approximation Algorithms, Computational Complexity, Computational Geometry, Stochastic Optimization, Graph Theory, Java, Matlab, C++, Python, R, Algorithms, Artificial Intelligence
Education
University of California, Santa Barbara 2007 — 2012
Doctor of Philosophy (PhD), Computer Science, 3.98
Sharif University of Technology 2002 — 2007
Bachelor of Science (BS), Computer Engineering
Steve Del Mauro Steve Del Mauro's Morgan Stanley Experience June 2011 - July 2013
Job Law Clerk at Calcagni and Kanefsky
Industry Law Practice
Experience
Calcagni and Kanefsky September 2015 - Present
Lindabury, McCormick, Estabrook & Cooper, P.C. May 2015 - August 2015
United States Attorney's Office September 2014 - November 2014
United States District Court for the District of New Jersey June 2014 - August 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
McElroy, Deutsch, Mulvaney & Carpenter, LLP 2008 - 2009
Skills
FINRA, DTC, Customer Service, Operations Management, Project Initiation, Business Relationship..., Client Relations Skills, Trade Compliance, Corporate Law, Trading, Corporate Governance, Legal Writing, PowerPoint, Public Speaking, Social Media, Microsoft Word
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor Candidate
Villanova University 2007 — 2011
Bachelor's degree, Finance, General
Calcagni and Kanefsky September 2015 - Present
Lindabury, McCormick, Estabrook & Cooper, P.C. May 2015 - August 2015
United States Attorney's Office September 2014 - November 2014
United States District Court for the District of New Jersey June 2014 - August 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
McElroy, Deutsch, Mulvaney & Carpenter, LLP 2008 - 2009
Skills
FINRA, DTC, Customer Service, Operations Management, Project Initiation, Business Relationship..., Client Relations Skills, Trade Compliance, Corporate Law, Trading, Corporate Governance, Legal Writing, PowerPoint, Public Speaking, Social Media, Microsoft Word
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor Candidate
Villanova University 2007 — 2011
Bachelor's degree, Finance, General
Grant Newlin, CPA Grant Newlin, CPA's Morgan Stanley Experience May 2010 - August 2010
Job Investment Banking Analyst at Waller Helms Advisors
Industry Financial Services
Experience
Waller Helms Advisors December 2014 - Present
Ernst & Young August 2012 - December 2014
Ernst & Young June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Russell Reynolds Associates June 2008 - August 2008
General Growth Properties October 2005 - January 2006
Skills
Business Valuation, Consulting, Mergers & Acquisitions, Equity Research, Business Strategy, Financial Services, Banking, Project Management, Financial Modeling, Risk Management, Investments, Business Process..., Portfolio Management, Asset-backed..., Dodd-Frank, Financial Statement..., Global Politics, Financial Reporting, FATCA, SDR Reporting, Sungard GMI, Start-up Consulting
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Accountancy
Shanghai Jiao Tong University 2010 — 2010
Chinese Globalization, Economic Development
Sophia University 2009 — 2009
Tokyo, Japan - Japanese Economics / History
University of Illinois at Urbana-Champaign
Academy for Entrepreneurial Leadership, Entrepreneurship and International Business in China and India
Wayzata High School 2003 — 2007
Accounting, Marketing, Management
Waller Helms Advisors December 2014 - Present
Ernst & Young August 2012 - December 2014
Ernst & Young June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Russell Reynolds Associates June 2008 - August 2008
General Growth Properties October 2005 - January 2006
Skills
Business Valuation, Consulting, Mergers & Acquisitions, Equity Research, Business Strategy, Financial Services, Banking, Project Management, Financial Modeling, Risk Management, Investments, Business Process..., Portfolio Management, Asset-backed..., Dodd-Frank, Financial Statement..., Global Politics, Financial Reporting, FATCA, SDR Reporting, Sungard GMI, Start-up Consulting
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Accountancy
Shanghai Jiao Tong University 2010 — 2010
Chinese Globalization, Economic Development
Sophia University 2009 — 2009
Tokyo, Japan - Japanese Economics / History
University of Illinois at Urbana-Champaign
Academy for Entrepreneurial Leadership, Entrepreneurship and International Business in China and India
Wayzata High School 2003 — 2007
Accounting, Marketing, Management
Nariman Assadi Nariman Assadi's Morgan Stanley Experience April 2015 - June 2015
Job Office Intern at NMI Industrial Holdings, Inc.
Industry Financial Services
Experience
NMI Industrial Holdings, Inc. August 2015 - Present
Morgan Stanley April 2015 - June 2015
RADMAN Consulting Group August 2013 - May 2014
saipa July 2013 - October 2013
Skills
Project Planning, Project Management, Business Analysis, Research, Microsoft Office, Teamwork, MS Project, Market Research, Soccer, Musical Improvisation, Team Leadership, PowerPoint, Business Planning, Customer Service, Financial Analysis
Education
Shahid Beheshti University 2009 — 2014
Bachelor of Arts (BA), Industrial Management
NMI Industrial Holdings, Inc. August 2015 - Present
Morgan Stanley April 2015 - June 2015
RADMAN Consulting Group August 2013 - May 2014
saipa July 2013 - October 2013
Skills
Project Planning, Project Management, Business Analysis, Research, Microsoft Office, Teamwork, MS Project, Market Research, Soccer, Musical Improvisation, Team Leadership, PowerPoint, Business Planning, Customer Service, Financial Analysis
Education
Shahid Beheshti University 2009 — 2014
Bachelor of Arts (BA), Industrial Management
Jian Kang's Morgan Stanley Experience September 2013 - May 2015
Job Associate
Industry Financial Services
Experience
Morgan Stanley September 2013 - May 2015
Morgan Stanley April 2013 - September 2013
HSBC November 2010 - April 2011
Skills
Financial Analysis, Investments, Finance, Corporate Finance, Financial Services, Risk Management, Analysis, Banking, Quantitative Analytics, Financial Modeling, Strategy, Portfolio Management, Quantitative Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science (MSc), Finance, General
Shanghai University of Finance and Economics 2007 — 2011
Bachelor, Economics
Universidad de Deusto 2009 — 2010
Business Administration and Management, General
Morgan Stanley September 2013 - May 2015
Morgan Stanley April 2013 - September 2013
HSBC November 2010 - April 2011
Skills
Financial Analysis, Investments, Finance, Corporate Finance, Financial Services, Risk Management, Analysis, Banking, Quantitative Analytics, Financial Modeling, Strategy, Portfolio Management, Quantitative Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science (MSc), Finance, General
Shanghai University of Finance and Economics 2007 — 2011
Bachelor, Economics
Universidad de Deusto 2009 — 2010
Business Administration and Management, General
Deepali Gupta Deepali Gupta's Morgan Stanley Experience June 2011 - Present
Job Business Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
Results Positive June 2011 - Present
Morgan Stanley June 2011 - Present
AIG February 2011 - June 2011
Wyndham Hotel Group July 2010 - January 2011
HP January 2010 - April 2010
Cisco Systems March 2009 - December 2009
TCS January 2005 - December 2009
Cisco Systems July 2007 - February 2009
Cisco Systems April 2006 - June 2007
Equifax April 2006 - June 2006
Skills
Project Portfolio..., SDLC, Requirements Analysis, Quality Center, PL/SQL, PMO, Agile Methodologies, Business Process, Enterprise Architecture, IT Strategy, Integration, JSP, Java, Oracle, SOA, Resource Management, Software Documentation, Systems Analysis, Testing, Unix, Unix Shell Scripting, Web Services
Education
Shreemati Nathibai Damodar Thackersey Women's University 2002 — 2005
MCA
India International School 1991 — 1998
Results Positive June 2011 - Present
Morgan Stanley June 2011 - Present
AIG February 2011 - June 2011
Wyndham Hotel Group July 2010 - January 2011
HP January 2010 - April 2010
Cisco Systems March 2009 - December 2009
TCS January 2005 - December 2009
Cisco Systems July 2007 - February 2009
Cisco Systems April 2006 - June 2007
Equifax April 2006 - June 2006
Skills
Project Portfolio..., SDLC, Requirements Analysis, Quality Center, PL/SQL, PMO, Agile Methodologies, Business Process, Enterprise Architecture, IT Strategy, Integration, JSP, Java, Oracle, SOA, Resource Management, Software Documentation, Systems Analysis, Testing, Unix, Unix Shell Scripting, Web Services
Education
Shreemati Nathibai Damodar Thackersey Women's University 2002 — 2005
MCA
India International School 1991 — 1998
Katie Bowers, MBA Katie Bowers, MBA's Morgan Stanley Experience July 2015 - Present
Job Account Order Coordinator at Nestlé USA
Industry Food & Beverages
Experience
Morgan Stanley July 2015 - Present
Nestlé USA August 2011 - July 2015
Central Penn College January 2012 - August 2012
McCann School of Business and Technology October 2009 - December 2010
Berks Technical Institute August 2008 - October 2009
LPL Financial May 2007 - July 2007
Dorney Park April 2006 - October 2006
Skills
Microsoft Office, Typing, SAP, SAP BW, Forecasting, Sales Management, Management, Retail, Marketing, Customer Service, Account Management, Inventory Management, Microsoft Excel, Process Improvement, Sales, Employee Relations, PowerPoint, Recruiting, Team Leadership
Education
Kutztown University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (BBA), Personal Finance
Morgan Stanley July 2015 - Present
Nestlé USA August 2011 - July 2015
Central Penn College January 2012 - August 2012
McCann School of Business and Technology October 2009 - December 2010
Berks Technical Institute August 2008 - October 2009
LPL Financial May 2007 - July 2007
Dorney Park April 2006 - October 2006
Skills
Microsoft Office, Typing, SAP, SAP BW, Forecasting, Sales Management, Management, Retail, Marketing, Customer Service, Account Management, Inventory Management, Microsoft Excel, Process Improvement, Sales, Employee Relations, PowerPoint, Recruiting, Team Leadership
Education
Kutztown University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (BBA), Personal Finance
Shuying Lai Shuying Lai's Morgan Stanley Experience July 2014 - October 2014
Job Graduate student in computer science at University of California, Irvine
Industry Information Technology and Services
Experience
eBay Inc December 2014 - June 2015
Morgan Stanley July 2014 - October 2014
Skills
C++, Python, Machine Learning, jQuery UI, Django, SQL, Teradata, C, Network Security
Education
University of California, Irvine 2015 — 2017
Master’s Degree, Computer Science
Shanghai Jiao Tong University 2011 — 2015
Bachelor's Degree, Computer Science and Technology
The Hong Kong University of Science and Technology 2013 — 2013
Non-degree Exchange Program, Computer Science and Engineering, 3.785/4.3
Chengdu Foreign Language School 2005 — 2011
High School, Science
eBay Inc December 2014 - June 2015
Morgan Stanley July 2014 - October 2014
Skills
C++, Python, Machine Learning, jQuery UI, Django, SQL, Teradata, C, Network Security
Education
University of California, Irvine 2015 — 2017
Master’s Degree, Computer Science
Shanghai Jiao Tong University 2011 — 2015
Bachelor's Degree, Computer Science and Technology
The Hong Kong University of Science and Technology 2013 — 2013
Non-degree Exchange Program, Computer Science and Engineering, 3.785/4.3
Chengdu Foreign Language School 2005 — 2011
High School, Science
Sean G Kelly's Morgan Stanley Experience September 2008 - May 2010
Job Wearable Tech Entrepreneur, Creative Strategist, CEO Featured on Entrepreneur.com, Denver Post and more.
Industry Consumer Electronics
Experience
WÜF April 2014 - Present
Ridogulous Labs January 2013 - May 2014
Sagittis Advisors April 2012 - April 2014
Thunderbird School of Global Management May 2012 - September 2012
Thunderbird Consulting Practicum August 2011 - May 2012
Thunderbird School of Global Management September 2010 - May 2012
Global Investment Group October 2010 - December 2011
Panelfly June 2011 - August 2011
Morgan Stanley September 2008 - May 2010
Worldwide Wealth Management November 2007 - August 2008
Skills
Spanish, Research, Investments, Emerging Markets, Funding, Strategic Planning, Business Strategy, Entrepreneurship, Ideation, Design Thinking, business plan writing, Social Media, Prezi, Business Planning, Market Research, Personal Financial..., Vietnam, Market Entry, Competitive Strategies, Valuation, Global Strategy, Financial Analysis, Strategic Consulting, Global Business..., Strategy, International Business, Training, Leadership, Program Management, Cross-functional Team..., Marketing, Management, Consulting, Project Management, Competitive Analysis, Finance, Management Consulting, Start-ups
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
CMC Graduate School of Business 2011 — 2011
MBA, International Finance
Tecnológico de Monterrey 2011 — 2011
MBA, International Finance
Siena College 2002 — 2006
BBA, Accounting
John Jay High School 1998 — 2002
High School Diploma
WÜF April 2014 - Present
Ridogulous Labs January 2013 - May 2014
Sagittis Advisors April 2012 - April 2014
Thunderbird School of Global Management May 2012 - September 2012
Thunderbird Consulting Practicum August 2011 - May 2012
Thunderbird School of Global Management September 2010 - May 2012
Global Investment Group October 2010 - December 2011
Panelfly June 2011 - August 2011
Morgan Stanley September 2008 - May 2010
Worldwide Wealth Management November 2007 - August 2008
Skills
Spanish, Research, Investments, Emerging Markets, Funding, Strategic Planning, Business Strategy, Entrepreneurship, Ideation, Design Thinking, business plan writing, Social Media, Prezi, Business Planning, Market Research, Personal Financial..., Vietnam, Market Entry, Competitive Strategies, Valuation, Global Strategy, Financial Analysis, Strategic Consulting, Global Business..., Strategy, International Business, Training, Leadership, Program Management, Cross-functional Team..., Marketing, Management, Consulting, Project Management, Competitive Analysis, Finance, Management Consulting, Start-ups
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
CMC Graduate School of Business 2011 — 2011
MBA, International Finance
Tecnológico de Monterrey 2011 — 2011
MBA, International Finance
Siena College 2002 — 2006
BBA, Accounting
John Jay High School 1998 — 2002
High School Diploma
Xing Zhou Xing Zhou's Morgan Stanley Experience June 2004 - July 2005
Job professional with international background
Industry Capital Markets
Experience
RBS Greenwich Capital August 2005 - Present
Morgan Stanley June 2004 - July 2005
Accenture August 1995 - June 2004
Education
Shanghai Jiao Tong University 1992 — 1995
RBS Greenwich Capital August 2005 - Present
Morgan Stanley June 2004 - July 2005
Accenture August 1995 - June 2004
Education
Shanghai Jiao Tong University 1992 — 1995
Amanda Garvis's Morgan Stanley Experience June 2009 - August 2009
Job Website Development & Mangament
Industry Internet
Experience
The Hina Group March 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Sembler Investments September 2008 - December 2008
Cross Keys Capital, LLC June 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2006 — 2009
B.S., Finance
Shanghai University of Finance and Economics
International Business, Mandarin Chinese
Université Moulay Ismail Meknès
Islamic Finance, French & Arabic
The Hina Group March 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Sembler Investments September 2008 - December 2008
Cross Keys Capital, LLC June 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2006 — 2009
B.S., Finance
Shanghai University of Finance and Economics
International Business, Mandarin Chinese
Université Moulay Ismail Meknès
Islamic Finance, French & Arabic
Sugey (Benavides) Cruz's Morgan Stanley Experience October 2006 - Present
Job Asset Transfer Services Specialist in Broker Dealer Operations
Industry Financial Services
Experience
Morgan Stanley October 2006 - Present
E*TRADE Financial Corporation December 2005 - October 2008
HarrisDirect (BMO Financial Group) November 2004 - December 2005
Alliance Capital Management (Alliance Bernstein Global) May 2002 - October 2004
Alliance Capital Management (Alliance Bernstein Global) January 2000 - May 2000
Skills
ACATS, Management, Investments, Financial Analysis, Risk Management, Business Analysis, Microsoft Office, Customer Service, Project Management, Leadership, DTC, Rumba, FINRA, SEC, Accounting, Asset Management, Banking, Corporate Finance, Customer Support, Finance, Financial Services, Wealth Management, Team Leadership, Call Centers
Education
Seton Hall University 1994 — 1999
Bachelor of Science (B.S.)
Seton Hall University 1994 — 1999
Bachelor's degree
Morgan Stanley October 2006 - Present
E*TRADE Financial Corporation December 2005 - October 2008
HarrisDirect (BMO Financial Group) November 2004 - December 2005
Alliance Capital Management (Alliance Bernstein Global) May 2002 - October 2004
Alliance Capital Management (Alliance Bernstein Global) January 2000 - May 2000
Skills
ACATS, Management, Investments, Financial Analysis, Risk Management, Business Analysis, Microsoft Office, Customer Service, Project Management, Leadership, DTC, Rumba, FINRA, SEC, Accounting, Asset Management, Banking, Corporate Finance, Customer Support, Finance, Financial Services, Wealth Management, Team Leadership, Call Centers
Education
Seton Hall University 1994 — 1999
Bachelor of Science (B.S.)
Seton Hall University 1994 — 1999
Bachelor's degree
Frank T. Waterson III, CFP® Frank T. Waterson III, CFP®'s Morgan Stanley Experience June 1998 - March 1999
Job Principal at Homrich Berg
Industry Financial Services
Experience
Homrich Berg June 2004 - Present
The Ayco Company, L.P. June 1999 - June 2004
Morgan Stanley June 1998 - March 1999
Skills
Financial Planning, Wealth Management, Cash Flow Management, Estate Tax Planning, Asset Management, Retirement Planning, Private Wealth..., Financial Advisory, Insurance Planning, Investments, Wealth Transfer Planning, Employee Benefits, Options, Income Tax, Charitable Giving
Education
Siena College 1994 — 1998
Bachelor's degree
Siena College 1994 — 1998
Bachelor's degree
Homrich Berg June 2004 - Present
The Ayco Company, L.P. June 1999 - June 2004
Morgan Stanley June 1998 - March 1999
Skills
Financial Planning, Wealth Management, Cash Flow Management, Estate Tax Planning, Asset Management, Retirement Planning, Private Wealth..., Financial Advisory, Insurance Planning, Investments, Wealth Transfer Planning, Employee Benefits, Options, Income Tax, Charitable Giving
Education
Siena College 1994 — 1998
Bachelor's degree
Siena College 1994 — 1998
Bachelor's degree
Elizabeth Hallissy Salbod Elizabeth Hallissy Salbod's Morgan Stanley Experience June 2000 - June 2003
Job Licensed Real Estate Salesperson at Hallissy Group, LLC
Industry Real Estate
Experience
OpenLink Financial January 2009 - January 2015
Merrill Lynch June 2003 - July 2008
Morgan Stanley June 2000 - June 2003
Chuo Mitsui Trust Co. August 1999 - June 2000
Skills
Trading Systems, Commodity, Project Management, Fixed Income, Trading, Software Project..., Risk Management, Back Office, Bloomberg, Project Delivery, Middle Office, Financial Modeling, Finance, Financial Risk, Project Planning, Management, Commercial Real Estate, Real Estate Transactions
Education
Siena College 1995 — 1999
Bachelor of Science (BS), Finance, General
OpenLink Financial January 2009 - January 2015
Merrill Lynch June 2003 - July 2008
Morgan Stanley June 2000 - June 2003
Chuo Mitsui Trust Co. August 1999 - June 2000
Skills
Trading Systems, Commodity, Project Management, Fixed Income, Trading, Software Project..., Risk Management, Back Office, Bloomberg, Project Delivery, Middle Office, Financial Modeling, Finance, Financial Risk, Project Planning, Management, Commercial Real Estate, Real Estate Transactions
Education
Siena College 1995 — 1999
Bachelor of Science (BS), Finance, General
Mason Freelin Mason Freelin's Morgan Stanley Experience March 2006 - June 2011
Job Financial Advisor/Investment Advisor Representative at Norris Financial Group
Industry Financial Services
Experience
Norris Financial Group January 2015 - Present
Royal Alliance Associates INC September 2011 - Present
Wealthbrook Advisors August 2011 - February 2014
Morgan Stanley March 2006 - June 2011
Merrill Lynch June 2005 - September 2005
Merrill Lynch September 2004 - September 2005
Skills
Series 7, Series 65, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Retirement Planning, Valuation, Investments, Financial Modeling, New Business Development, Financial Analysis, Due Diligence, Equities, Strategic Financial..., Business Strategy, Fixed Income, Insurance
Education
Sewanee-The University of the South 2000 — 2004
B.A., Economics, Political Science
Darlington School 1996 — 2000
College Preparatory Diploma
Norris Financial Group January 2015 - Present
Royal Alliance Associates INC September 2011 - Present
Wealthbrook Advisors August 2011 - February 2014
Morgan Stanley March 2006 - June 2011
Merrill Lynch June 2005 - September 2005
Merrill Lynch September 2004 - September 2005
Skills
Series 7, Series 65, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Retirement Planning, Valuation, Investments, Financial Modeling, New Business Development, Financial Analysis, Due Diligence, Equities, Strategic Financial..., Business Strategy, Fixed Income, Insurance
Education
Sewanee-The University of the South 2000 — 2004
B.A., Economics, Political Science
Darlington School 1996 — 2000
College Preparatory Diploma
Jessica Tortora Jessica Tortora's Morgan Stanley Experience August 2007 - January 2013
Job Senior Associate, Retirement Marketing Communications, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
Morgan Stanley August 2007 - January 2013
Mercer August 2005 - August 2007
Oechsle International Investments February 2005 - August 2005
Putnam Investments August 2003 - February 2005
Skills
Marketing Strategy, HTML, Adobe Acrobat, Marketing Communications, Research, Social Media, Online Marketing, Internal Communications, Digital Marketing, Integrated Marketing, Product Marketing, Marketing Management, Creative Services, Promotions, Writing, Web Content Management, Campaigns, Brand Management, Project Management, Salesforce.com, Strategic Communications, Financial Services, Newsletters, Marketing, Email Marketing, Social Media Marketing, Digital Strategy, Content Development, SEO, Online Advertising, B2B Marketing, Content Management, Mutual Funds, Digital Media, Content Strategy, B2B, Campaign Management, Retirement Planning, Multi-channel Marketing
Education
Siena College 1999 — 2003
Bachelor of Science, Marketing and Management
J.P. Morgan Asset Management January 2013 - Present
Morgan Stanley August 2007 - January 2013
Mercer August 2005 - August 2007
Oechsle International Investments February 2005 - August 2005
Putnam Investments August 2003 - February 2005
Skills
Marketing Strategy, HTML, Adobe Acrobat, Marketing Communications, Research, Social Media, Online Marketing, Internal Communications, Digital Marketing, Integrated Marketing, Product Marketing, Marketing Management, Creative Services, Promotions, Writing, Web Content Management, Campaigns, Brand Management, Project Management, Salesforce.com, Strategic Communications, Financial Services, Newsletters, Marketing, Email Marketing, Social Media Marketing, Digital Strategy, Content Development, SEO, Online Advertising, B2B Marketing, Content Management, Mutual Funds, Digital Media, Content Strategy, B2B, Campaign Management, Retirement Planning, Multi-channel Marketing
Education
Siena College 1999 — 2003
Bachelor of Science, Marketing and Management
DIANA (Ruben) HOWARD DIANA (Ruben) HOWARD's Morgan Stanley Experience June 1998 - September 2001
Job AVP, Practice Management Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Lake Norman Financial Group May 2013 - February 2015
Bellamara LLC dba LKN Savings June 2011 - February 2015
NBT Bank January 2003 - June 2011
Morgan Stanley June 1998 - September 2001
Education
Siena College 1993 — 1997
Bachelors Degree in Finance, Finance
LPL Financial March 2015 - Present
Lake Norman Financial Group May 2013 - February 2015
Bellamara LLC dba LKN Savings June 2011 - February 2015
NBT Bank January 2003 - June 2011
Morgan Stanley June 1998 - September 2001
Education
Siena College 1993 — 1997
Bachelors Degree in Finance, Finance
Silvia Keenan Silvia Keenan's Morgan Stanley Experience June 2013 - Present
Job Incident/Change/Problem Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
JP Morgan Chase April 2009 - May 2013
JPMorgan Chase May 2006 - April 2009
JPMorgan Chase May 2005 - May 2006
Skills
Disaster Recovery, Service Delivery, ITIL, Incident Management, IT Service Management, Data Center, Problem Management, Management, Risk Management, Change Management, Process Improvement, Security
Education
Seton Hall University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Morgan Stanley June 2013 - Present
JP Morgan Chase April 2009 - May 2013
JPMorgan Chase May 2006 - April 2009
JPMorgan Chase May 2005 - May 2006
Skills
Disaster Recovery, Service Delivery, ITIL, Incident Management, IT Service Management, Data Center, Problem Management, Management, Risk Management, Change Management, Process Improvement, Security
Education
Seton Hall University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Brendan Finneran Brendan Finneran's Morgan Stanley Experience June 2009 - August 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Retail
Experience
Wells Fargo Advisors December 2014 - Present
Morgan Stanley Wealth Management March 2013 - Present
Gap Inc./Banana Republic 2012 - March 2013
Morgan Stanley June 2009 - August 2010
Skills
Microsoft Excel, Retail, Merchandising, Microsoft Word, Customer Service, Sales, Microsoft Office, PowerPoint, Outlook, Marketing, Facebook, Management, Time Management, Public Speaking, Finance
Education
Siena College
Wells Fargo Advisors December 2014 - Present
Morgan Stanley Wealth Management March 2013 - Present
Gap Inc./Banana Republic 2012 - March 2013
Morgan Stanley June 2009 - August 2010
Skills
Microsoft Excel, Retail, Merchandising, Microsoft Word, Customer Service, Sales, Microsoft Office, PowerPoint, Outlook, Marketing, Facebook, Management, Time Management, Public Speaking, Finance
Education
Siena College
Ashley Strafford - Longarello's Morgan Stanley Experience October 2012 - January 2014
Job Investment Analytics & Consulting Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
Morgan Stanley October 2012 - January 2014
Morgan Stanley August 2011 - October 2012
Skills
Analysis, Management, Financial Analysis, Leadership, Portfolio Management, Finance, Fixed Income, Investments, Market Research, Hedge Funds, Equities, Bloomberg, Customer Service, Equity Research, Microsoft Excel
Education
Siena College 2008 — 2010
Bachelor of Arts, Psychology
J.P. Morgan February 2014 - Present
Morgan Stanley October 2012 - January 2014
Morgan Stanley August 2011 - October 2012
Skills
Analysis, Management, Financial Analysis, Leadership, Portfolio Management, Finance, Fixed Income, Investments, Market Research, Hedge Funds, Equities, Bloomberg, Customer Service, Equity Research, Microsoft Excel
Education
Siena College 2008 — 2010
Bachelor of Arts, Psychology
Ben Scarrott Ben Scarrott's Morgan Stanley Experience October 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley August 2012 - Present
Morgan Stanley November 2007 - July 2012
The Bank of New York May 2004 - July 2005
Skills
Repo, Securities Lending, Dividend Arbitrage, Prime Brokerage, Secured Financing, Triparty, Collateral Management, OTC Client Clearing, Derivatives, Fixed Income, Repossessions, Settlement, Swaps, Equities, Middle Office, Securities
Education
Sheffield Hallam University 2002 — 2006
BA (HONS), Business
Morgan Stanley October 2014 - Present
Morgan Stanley August 2012 - Present
Morgan Stanley November 2007 - July 2012
The Bank of New York May 2004 - July 2005
Skills
Repo, Securities Lending, Dividend Arbitrage, Prime Brokerage, Secured Financing, Triparty, Collateral Management, OTC Client Clearing, Derivatives, Fixed Income, Repossessions, Settlement, Swaps, Equities, Middle Office, Securities
Education
Sheffield Hallam University 2002 — 2006
BA (HONS), Business
Nancy L. Barker Nancy L. Barker's Morgan Stanley Experience October 1993 - July 1998
Job VP Fixed Income Trading Services at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2004 - Present
RBC July 1998 - October 2004
Morgan Stanley October 1993 - July 1998
Prudential Bache December 1987 - October 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Financial Services, Fixed Income, Investments, Retirement Planning, Series 7, Series 63, Trading
Education
Shippensburg University of Pennsylvania
Pershing, a BNY Mellon company October 2004 - Present
RBC July 1998 - October 2004
Morgan Stanley October 1993 - July 1998
Prudential Bache December 1987 - October 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Financial Services, Fixed Income, Investments, Retirement Planning, Series 7, Series 63, Trading
Education
Shippensburg University of Pennsylvania
Mike DeMao Mike DeMao's Morgan Stanley Experience January 2005 - June 2012
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs 2012 - Present
Morgan Stanley January 2005 - June 2012
Morgan Stanley June 2001 - January 2005
Morgan Stanley April 1999 - June 2001
Seagram September 1991 - April 1999
Citibank January 1988 - September 1991
CTG 1988 - 1990
Skills
Business Objects, Data Warehousing, Risk Management, Data Warehouse..., Project Management, PeopleSoft, Sybase, SDLC, Business Process..., Requirements Gathering, Business Intelligence, IT Strategy, Business Analysis, Vendor Management, Equities, Business Process..., Program Management, Human Resources, Project Portfolio..., Management, Enterprise Architecture, Integration, DB2, PMO, Requirements Analysis, Governance, Reference Data, Software Project..., Tableau, Agile Project Management, Data Visualization
Education
Siena College 1979 — 1983
BS, Computer Science
Saint Anthony's HS 1976 — 1979
HS, High School
Goldman Sachs 2012 - Present
Morgan Stanley January 2005 - June 2012
Morgan Stanley June 2001 - January 2005
Morgan Stanley April 1999 - June 2001
Seagram September 1991 - April 1999
Citibank January 1988 - September 1991
CTG 1988 - 1990
Skills
Business Objects, Data Warehousing, Risk Management, Data Warehouse..., Project Management, PeopleSoft, Sybase, SDLC, Business Process..., Requirements Gathering, Business Intelligence, IT Strategy, Business Analysis, Vendor Management, Equities, Business Process..., Program Management, Human Resources, Project Portfolio..., Management, Enterprise Architecture, Integration, DB2, PMO, Requirements Analysis, Governance, Reference Data, Software Project..., Tableau, Agile Project Management, Data Visualization
Education
Siena College 1979 — 1983
BS, Computer Science
Saint Anthony's HS 1976 — 1979
HS, High School
Brent Herbst Brent Herbst's Morgan Stanley Experience December 2013 - Present
Job Equity Derivatives Trading Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Major League Lacrosse May 2010 - August 2014
Morgan Stanley March 2011 - December 2013
Fagenson & Co., Inc March 2011 - August 2011
Education
Siena College 2006 — 2010
Bachelor of Arts, American Studies
Morgan Stanley December 2013 - Present
Major League Lacrosse May 2010 - August 2014
Morgan Stanley March 2011 - December 2013
Fagenson & Co., Inc March 2011 - August 2011
Education
Siena College 2006 — 2010
Bachelor of Arts, American Studies
McCoy Penninger, CFA's Morgan Stanley Experience June 2007 - September 2008
Job Vice President Portfolio Manager at McGinn Investment Management
Industry Investment Management
Experience
McGinn Investment Management October 2014 - Present
McGinn Investment Management June 2010 - October 2014
Morgan Stanley June 2007 - September 2008
Reliance Trust Company July 2006 - May 2007
Skills
Portfolio Management, Equities, Valuation, Industry Analysis, Financial Modeling, Financial Analysis, Asset Management, Asset Managment, Equity Valuation, Investments, Strategy, Equity Research, Fixed Income, Mutual Funds, Finance, Capital Markets, Corporate Finance, Asset Allocation, Economics, Bloomberg, Investment Management, Bloomberg Terminal, Securities
Education
The George Washington University - School of Business 2009 — 2011
MBA, Finance and Investments
Sewanee-The University of the South 2002 — 2006
BA, Economics
Episcopal High School 1998 — 2002
McGinn Investment Management October 2014 - Present
McGinn Investment Management June 2010 - October 2014
Morgan Stanley June 2007 - September 2008
Reliance Trust Company July 2006 - May 2007
Skills
Portfolio Management, Equities, Valuation, Industry Analysis, Financial Modeling, Financial Analysis, Asset Management, Asset Managment, Equity Valuation, Investments, Strategy, Equity Research, Fixed Income, Mutual Funds, Finance, Capital Markets, Corporate Finance, Asset Allocation, Economics, Bloomberg, Investment Management, Bloomberg Terminal, Securities
Education
The George Washington University - School of Business 2009 — 2011
MBA, Finance and Investments
Sewanee-The University of the South 2002 — 2006
BA, Economics
Episcopal High School 1998 — 2002
Brian Lipp Brian Lipp's Morgan Stanley Experience January 2013 - Present
Job AML and Client Onboarding Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Education
Seton Hall University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, 3.46
University of Rochester 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
Morgan Stanley January 2013 - Present
Education
Seton Hall University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, 3.46
University of Rochester 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
Kelly Imschweiler's Morgan Stanley Experience May 1998 - February 2004
Job Vice President at Pascale & LaMorte, LLC
Industry Staffing and Recruiting
Experience
Pascale & LaMorte May 2007 - Present
Affinion Group May 2006 - April 2007
Valero Energy Corporation February 2004 - March 2006
Morgan Stanley May 1998 - February 2004
Merrill Lynch 1996 - 1998
Skills
Recruiting, Finance, Management, Forecasting, Financial Analysis, Human Resources, Accounting, Banking, Sarbanes-Oxley Act, Portfolio Management, Internal Audit, Financial Modeling, Training, Process Improvement, Investment Banking, Mergers, Accounts Payable, Contract Recruitment
Education
Siena College 1992 — 1996
BS, Marketing
Pascale & LaMorte May 2007 - Present
Affinion Group May 2006 - April 2007
Valero Energy Corporation February 2004 - March 2006
Morgan Stanley May 1998 - February 2004
Merrill Lynch 1996 - 1998
Skills
Recruiting, Finance, Management, Forecasting, Financial Analysis, Human Resources, Accounting, Banking, Sarbanes-Oxley Act, Portfolio Management, Internal Audit, Financial Modeling, Training, Process Improvement, Investment Banking, Mergers, Accounts Payable, Contract Recruitment
Education
Siena College 1992 — 1996
BS, Marketing
Douglas Crenshaw's Morgan Stanley Experience April 2002 - June 2006
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
Morgan Stanley April 2002 - June 2006
Smith Barney August 1999 - April 2002
Education
The University of Georgia 1990 — 1991
Masters, English
Sewanee-The University of the South 1986 — 1989
BA, English
Raymond James June 2006 - Present
Morgan Stanley April 2002 - June 2006
Smith Barney August 1999 - April 2002
Education
The University of Georgia 1990 — 1991
Masters, English
Sewanee-The University of the South 1986 — 1989
BA, English
Sean Smyth's Morgan Stanley Experience 1998 - 2000
Job Quantitative Equity Trader
Industry Investment Management
Experience
NorthPointe Capital July 2007 - Present
Rafferty Asset Management April 2005 - October 2006
Gartmore 2000 - 2005
Morgan Stanley 1998 - 2000
PFPC 1993 - 1998
Skills
Bloomberg, Equities, Asset Management, Options, Eze Castle, Flextrade, Portfolio Management, Trading, Electronic Trading, Hedge Funds, Index Funds, TCA, Order Management
Education
Seton Hall University 1989 — 1993
NorthPointe Capital July 2007 - Present
Rafferty Asset Management April 2005 - October 2006
Gartmore 2000 - 2005
Morgan Stanley 1998 - 2000
PFPC 1993 - 1998
Skills
Bloomberg, Equities, Asset Management, Options, Eze Castle, Flextrade, Portfolio Management, Trading, Electronic Trading, Hedge Funds, Index Funds, TCA, Order Management
Education
Seton Hall University 1989 — 1993
Michael Wang, CFA's Morgan Stanley Experience May 2008 - March 2009
Job
Industry Investment Banking
Experience
Top tier investment bank March 2009 - Present
Morgan Stanley May 2008 - March 2009
Merrill Lynch March 2007 - May 2008
American International Group March 2002 - February 2005
Shanghai HuaXia CPA firm April 2000 - February 2002
Skills
Credit Risk, Market Risk, Financial Analysis, Quantitative Analysis, Fixed Income, Financial Risk, Financial Modeling
Education
The University of Texas at San Antonio 2005 — 2006
Master of Science, Finance
Shanghai Jiao Tong University 1996 — 2000
Bachelor, Finance
Top tier investment bank March 2009 - Present
Morgan Stanley May 2008 - March 2009
Merrill Lynch March 2007 - May 2008
American International Group March 2002 - February 2005
Shanghai HuaXia CPA firm April 2000 - February 2002
Skills
Credit Risk, Market Risk, Financial Analysis, Quantitative Analysis, Fixed Income, Financial Risk, Financial Modeling
Education
The University of Texas at San Antonio 2005 — 2006
Master of Science, Finance
Shanghai Jiao Tong University 1996 — 2000
Bachelor, Finance
Monique Victor's Morgan Stanley Experience July 2010 - November 2011
Job
Industry Banking
Experience
Deutsche Bank June 2014 - Present
JPMorgan Chase November 2011 - June 2014
Morgan Stanley July 2010 - November 2011
Deutsche Bank April 2007 - July 2010
U.S. Trust 2005 - 2006
Citigroup 2004 - 2005
Citigroup 2003 - 2004
Skills
Banking, Loans, Internal Audit, AML, Financial Services, Fair Lending, Banking Compliance
Education
Seton Hall University School of Law 1990 — 1993
Doctor of Law (JD)
Deutsche Bank June 2014 - Present
JPMorgan Chase November 2011 - June 2014
Morgan Stanley July 2010 - November 2011
Deutsche Bank April 2007 - July 2010
U.S. Trust 2005 - 2006
Citigroup 2004 - 2005
Citigroup 2003 - 2004
Skills
Banking, Loans, Internal Audit, AML, Financial Services, Fair Lending, Banking Compliance
Education
Seton Hall University School of Law 1990 — 1993
Doctor of Law (JD)
Jiongda (Steve) Liang's Morgan Stanley Experience December 2006 - June 2007
Job Research Analyst
Industry Financial Services
Experience
SAC Capital January 2010 - Present
Tykhe Capital June 2007 - December 2009
Morgan Stanley December 2006 - June 2007
Amaranth LLC April 2005 - November 2006
Microsoft 2000 - 2002
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
MFE, Financial Engineering
Shanghai Jiao Tong University 1997 — 2000
Master, Control Engineering
Shanghai Jiao Tong University 1994 — 1997
Bachelor, Control Engineering
EFZ
SAC Capital January 2010 - Present
Tykhe Capital June 2007 - December 2009
Morgan Stanley December 2006 - June 2007
Amaranth LLC April 2005 - November 2006
Microsoft 2000 - 2002
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
MFE, Financial Engineering
Shanghai Jiao Tong University 1997 — 2000
Master, Control Engineering
Shanghai Jiao Tong University 1994 — 1997
Bachelor, Control Engineering
EFZ
Charles Grimm's Morgan Stanley Experience January 1998 - January 2000
Job Partner at VisionCats LLC
Industry Information Technology and Services
Experience
VisionCats LLC March 2013 - Present
MediaWright Inc. November 2005 - Present
Morgan Stanley January 1998 - January 2000
Skills
SEO, Web Development, Web Design, WordPress, Organic Search, Strategic Planning, Strategy, Marketing Strategy, Start-ups, Online Marketing, Search Advertising, Thought Leadership, Social Media Marketing, Internet Strategy, Usability, Business Planning, Venture Capital, CMS, Internet Marketing..., Software Developer, Mobile Applications, Web Commerce, Web Applications, Web Strategy, Project Management, SEO Copywriting, Social Media, Startup Development, Startup Marketing, Start-up Ventures, Lean Startup, Funding, UAV, Robotics, Entrepreneurship
Education
Western University 1984 — 1987
Social Science, Economics
Sheridan College 1979 — 1982
Business, Marketing
Appleby College 1973 — 1978
Grade 12, Private School
VisionCats LLC March 2013 - Present
MediaWright Inc. November 2005 - Present
Morgan Stanley January 1998 - January 2000
Skills
SEO, Web Development, Web Design, WordPress, Organic Search, Strategic Planning, Strategy, Marketing Strategy, Start-ups, Online Marketing, Search Advertising, Thought Leadership, Social Media Marketing, Internet Strategy, Usability, Business Planning, Venture Capital, CMS, Internet Marketing..., Software Developer, Mobile Applications, Web Commerce, Web Applications, Web Strategy, Project Management, SEO Copywriting, Social Media, Startup Development, Startup Marketing, Start-up Ventures, Lean Startup, Funding, UAV, Robotics, Entrepreneurship
Education
Western University 1984 — 1987
Social Science, Economics
Sheridan College 1979 — 1982
Business, Marketing
Appleby College 1973 — 1978
Grade 12, Private School
Hong Jiang's Morgan Stanley Experience February 2006 - August 2007
Job Independent Contributor at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Casey Curtis's Morgan Stanley Experience 2000 - 2005
Job Marketing
Industry Construction
Experience
Indepent June 2010 - Present
Method Homes September 2009 - June 2010
Aiki Homes August 2007 - June 2010
Aiki Homes 2007 - June 2010
The 3rd Floor April 2004 - April 2006
Morgan Stanley 2000 - 2005
Skills
Energy Star, Green Building, Sustainability
Education
Shoreline Community College 1991 — 1993
Other
Indepent June 2010 - Present
Method Homes September 2009 - June 2010
Aiki Homes August 2007 - June 2010
Aiki Homes 2007 - June 2010
The 3rd Floor April 2004 - April 2006
Morgan Stanley 2000 - 2005
Skills
Energy Star, Green Building, Sustainability
Education
Shoreline Community College 1991 — 1993
Other
Sergio Menacho, MBA's Morgan Stanley Experience September 2013 - April 2015
Job Senior Manager/Director Finance Global Accounting Reporting & Controls
Industry Accounting
Experience
Morgan Stanley September 2013 - April 2015
Prudential Financial August 2011 - September 2013
Société Générale June 2009 - August 2011
Deloitte & Touche LLP April 2005 - June 2009
Deloitte Tax LLP October 2001 - April 2005
Bloomberg LP May 2001 - September 2001
Mony Mutual Of New York October 2000 - April 2001
Bloomberg LP May 2000 - August 2000
Vorhaus & Company Inc. June 1999 - August 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Management, Financial Analysis, Accounting, Risk Management, Microsoft Excel, Financial Reporting, Finance, Sarbanes-Oxley Act, Six Sigma, US GAAP, Auditing, Internal Controls, Financial Accounting, Tax, Internal Audit, Due Diligence, Financial Services, Microsoft Office, Corporate Finance, Analysis
Education
Seton Hall University 2010 — 2014
Master of Business Administration (M.B.A.), Finance and International Business
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelors of Science (B.S.), Accounting & Law/Public Policy with a minor in Speech Communication
Morgan Stanley September 2013 - April 2015
Prudential Financial August 2011 - September 2013
Société Générale June 2009 - August 2011
Deloitte & Touche LLP April 2005 - June 2009
Deloitte Tax LLP October 2001 - April 2005
Bloomberg LP May 2001 - September 2001
Mony Mutual Of New York October 2000 - April 2001
Bloomberg LP May 2000 - August 2000
Vorhaus & Company Inc. June 1999 - August 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Management, Financial Analysis, Accounting, Risk Management, Microsoft Excel, Financial Reporting, Finance, Sarbanes-Oxley Act, Six Sigma, US GAAP, Auditing, Internal Controls, Financial Accounting, Tax, Internal Audit, Due Diligence, Financial Services, Microsoft Office, Corporate Finance, Analysis
Education
Seton Hall University 2010 — 2014
Master of Business Administration (M.B.A.), Finance and International Business
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelors of Science (B.S.), Accounting & Law/Public Policy with a minor in Speech Communication
Jeff Clary's Morgan Stanley Experience July 2002 - July 2005
Job
Industry Real Estate
Experience
Grander Capital Partners January 2012 - Present
West Street Advisory February 2012 - Present
Realterm Global August 2011 - February 2012
Direct Invest August 2005 - August 2011
Morgan Stanley July 2002 - July 2005
Skills
Real Estate, Real Estate Transactions, Private Equity, Real Estate Development, Real Estate Economics, Investments, Asset Management, Due Diligence, Joint Ventures, Disposition, Mergers & Acquisitions, Commercial Real Estate, Leases, Corporate Governance, Corporate Law, Valuation, Securities, Litigation, Acquisitions, Commercial Litigation, Employment Law, Contract Negotiation
Education
Seton Hall University School of Law 1998 — 2001
Juris Doctorate
University of Delaware 1992 — 1996
BA
Dulaney 1988 — 1992
Grander Capital Partners January 2012 - Present
West Street Advisory February 2012 - Present
Realterm Global August 2011 - February 2012
Direct Invest August 2005 - August 2011
Morgan Stanley July 2002 - July 2005
Skills
Real Estate, Real Estate Transactions, Private Equity, Real Estate Development, Real Estate Economics, Investments, Asset Management, Due Diligence, Joint Ventures, Disposition, Mergers & Acquisitions, Commercial Real Estate, Leases, Corporate Governance, Corporate Law, Valuation, Securities, Litigation, Acquisitions, Commercial Litigation, Employment Law, Contract Negotiation
Education
Seton Hall University School of Law 1998 — 2001
Juris Doctorate
University of Delaware 1992 — 1996
BA
Dulaney 1988 — 1992
Abby Cox's Morgan Stanley Experience 2001 - 2003
Job Administrative Director at Georgia Gerontology Society
Industry Nonprofit Organization Management
Experience
Georgia Gerontology Society October 2012 - Present
Georgia Council on Aging July 2008 - November 2012
Care Improvement Plus March 2007 - July 2008
Division of Aging 2005 - 2007
Morgan Stanley 2001 - 2003
Skills
Grassroots Advocacy, Public Policy, Public Speaking, Community Outreach, Community Organizing, Advocacy, Fundraising, Grant Writing, Grants, Human Resources, Management, Nonprofits, Policy, Program Development, Program Evaluation, Program Management, Research, Social Services, Strategic Planning, Training, Volunteer Management
Education
The University of Georgia 2003 — 2005
MSW, Social Work & Gerontology
Sewanee-The University of the South 1997 — 2001
BA, Third World Studies
San Angelo Central High School
Georgia Gerontology Society October 2012 - Present
Georgia Council on Aging July 2008 - November 2012
Care Improvement Plus March 2007 - July 2008
Division of Aging 2005 - 2007
Morgan Stanley 2001 - 2003
Skills
Grassroots Advocacy, Public Policy, Public Speaking, Community Outreach, Community Organizing, Advocacy, Fundraising, Grant Writing, Grants, Human Resources, Management, Nonprofits, Policy, Program Development, Program Evaluation, Program Management, Research, Social Services, Strategic Planning, Training, Volunteer Management
Education
The University of Georgia 2003 — 2005
MSW, Social Work & Gerontology
Sewanee-The University of the South 1997 — 2001
BA, Third World Studies
San Angelo Central High School
Vinay Patange's Morgan Stanley Experience December 2008 - March 2009
Job Data Architect at Fannie Mae
Industry Financial Services
Experience
Fannie Mae November 2013 - Present
Standard Chartered Bank March 2009 - November 2013
Morgan Stanley December 2008 - March 2009
Merrill Lynch August 2007 - November 2008
International Finance Corporation June 2003 - August 2007
Sprint PCS March 2001 - June 2003
Perot Systems Corp January 1997 - February 2001
Various March 1994 - January 1997
Skills
Enterprise Software, Data Modeling, Data Warehousing, SDLC, Enterprise Architecture, Data Marts, Business Analysis, Management, Fixed Income, Business Intelligence, Governance, Risk Management, Strategy
Education
Sheffield Hallam University
Ph.D., Operations Research
University of Strathclyde
M.S., Computer Integrated Manufacture
Victoria Jubilee Technical Institiute
Bachelor of Engineering (B.Eng.), Manufacturing Engineering
Fannie Mae November 2013 - Present
Standard Chartered Bank March 2009 - November 2013
Morgan Stanley December 2008 - March 2009
Merrill Lynch August 2007 - November 2008
International Finance Corporation June 2003 - August 2007
Sprint PCS March 2001 - June 2003
Perot Systems Corp January 1997 - February 2001
Various March 1994 - January 1997
Skills
Enterprise Software, Data Modeling, Data Warehousing, SDLC, Enterprise Architecture, Data Marts, Business Analysis, Management, Fixed Income, Business Intelligence, Governance, Risk Management, Strategy
Education
Sheffield Hallam University
Ph.D., Operations Research
University of Strathclyde
M.S., Computer Integrated Manufacture
Victoria Jubilee Technical Institiute
Bachelor of Engineering (B.Eng.), Manufacturing Engineering
Anwei Zhu's Morgan Stanley Experience July 2005 - February 2008
Job Front Office Controls at Royal Bank of Scotland
Industry Financial Services
Experience
GE Capital February 2015 - Present
Royal Bank of Scotland June 2013 - Present
Royal Bank of Scotland March 2008 - June 2013
Royal Bank of Scotland 2010 - 2012
Morgan Stanley July 2005 - February 2008
Hanil Bank Shanghai Branch 1995 - 1997
Skills
Financial Risk, Investment Banking, Fixed Income, Financial Modeling, Banking, Capital Markets, Internal Audit, Internal Controls, Operational Risk..., Risk Management, Financial Analysis, Finance
Education
University of New Haven 2001 — 2002
MBA, Accounting
Shanghai University of Finance and Economics 1995 — 1997
associates, international commerce
GE Capital February 2015 - Present
Royal Bank of Scotland June 2013 - Present
Royal Bank of Scotland March 2008 - June 2013
Royal Bank of Scotland 2010 - 2012
Morgan Stanley July 2005 - February 2008
Hanil Bank Shanghai Branch 1995 - 1997
Skills
Financial Risk, Investment Banking, Fixed Income, Financial Modeling, Banking, Capital Markets, Internal Audit, Internal Controls, Operational Risk..., Risk Management, Financial Analysis, Finance
Education
University of New Haven 2001 — 2002
MBA, Accounting
Shanghai University of Finance and Economics 1995 — 1997
associates, international commerce
Gregory Gelish, CFA's Morgan Stanley Experience June 2003 - August 2004
Job Senior Investment Analyst at Rensselaer Polytechnic Institute
Industry Investment Management
Experience
Rensselaer Polytechnic Institute March 2012 - Present
Citigroup December 2008 - March 2012
Tribeca Global Management April 2006 - December 2008
Merrill Lynch August 2004 - April 2006
Morgan Stanley June 2003 - August 2004
Prudential Financial November 2002 - June 2003
Skills
Financial Analysis, Quantitative Analysis, Alternative Investments, Risk Management, Valuation, Endowments, Pension Funds, Credit, Quantitative Analytics, Financial Services, Derivatives, Financial Risk, Equities, Capital Markets, Fixed Income, Options, Bloomberg, Asset Management, Bonds, Portfolio Management, Financial Markets, Credit Derivatives, Credit Risk, Investment Banking, Hedge Funds, Securities, Structured Finance, Market Risk, Investments, Trading, Private Equity, Finance, Financial Modeling, Mutual Funds, Investment Management, Equity Research, Trading Systems
Education
Siena College 1998 — 2002
BS, Finance
Immaculate High School 1994 — 1998
Rensselaer Polytechnic Institute March 2012 - Present
Citigroup December 2008 - March 2012
Tribeca Global Management April 2006 - December 2008
Merrill Lynch August 2004 - April 2006
Morgan Stanley June 2003 - August 2004
Prudential Financial November 2002 - June 2003
Skills
Financial Analysis, Quantitative Analysis, Alternative Investments, Risk Management, Valuation, Endowments, Pension Funds, Credit, Quantitative Analytics, Financial Services, Derivatives, Financial Risk, Equities, Capital Markets, Fixed Income, Options, Bloomberg, Asset Management, Bonds, Portfolio Management, Financial Markets, Credit Derivatives, Credit Risk, Investment Banking, Hedge Funds, Securities, Structured Finance, Market Risk, Investments, Trading, Private Equity, Finance, Financial Modeling, Mutual Funds, Investment Management, Equity Research, Trading Systems
Education
Siena College 1998 — 2002
BS, Finance
Immaculate High School 1994 — 1998
William Curran's Morgan Stanley Experience 2005 - September 2013
Job Executive Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
J.P. Morgan October 2013 - December 2014
Morgan Stanley 2005 - September 2013
American Stock Exchange 2004 - 2005
D'Amato & Lynch, LLP 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Securities Lending, Prime Brokerage, Derivatives Clearing, Collateral Management
Education
Governor Livingston
High School
Rutgers College
Bachelor of Arts (BA), Political Science and Government
Seton Hall Law School
J.D.
Bank of America January 2015 - Present
J.P. Morgan October 2013 - December 2014
Morgan Stanley 2005 - September 2013
American Stock Exchange 2004 - 2005
D'Amato & Lynch, LLP 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Securities Lending, Prime Brokerage, Derivatives Clearing, Collateral Management
Education
Governor Livingston
High School
Rutgers College
Bachelor of Arts (BA), Political Science and Government
Seton Hall Law School
J.D.
Deborah Murnin's Morgan Stanley Experience May 2006 - February 2008
Job Senior Director at Fitch Ratings
Industry Capital Markets
Experience
Fitch Ratings 2011 - Present
Citarella, Inc 2009 - 2011
Morgan Stanley May 2006 - February 2008
XL Capital Assurance September 2001 - April 2006
JPMorgan Chase November 1992 - January 2001
Skills
Investment Banking, Capital Markets, Structured Finance, Structured Products, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Siena College 1987 — 1991
BS, Finance
Fitch Ratings 2011 - Present
Citarella, Inc 2009 - 2011
Morgan Stanley May 2006 - February 2008
XL Capital Assurance September 2001 - April 2006
JPMorgan Chase November 1992 - January 2001
Skills
Investment Banking, Capital Markets, Structured Finance, Structured Products, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Siena College 1987 — 1991
BS, Finance
Douglas Bealer's Morgan Stanley Experience April 2003 - March 2004
Job Sales Business Analyst at Graham Packaging
Industry Financial Services
Experience
Graham Packaging November 2014 - Present
Dentsply January 2007 - November 2014
Wachovia April 2004 - January 2007
Morgan Stanley April 2003 - March 2004
T. Rowe Price 1997 - 2001
Skills
Account Management, Sales Process, Sales Operations, Financial Analysis, Cross-functional Team..., Sales, Forecasting, Sales Management, Competitive Analysis, Management, Market Analysis, Product Management, Product Marketing, Training
Education
University of North Carolina at Wilmington 1993 — 1997
B.S., Finance, International Business
Shippensburg University of Pennsylvania
Currently enrolled in MBA program
Dallastown HS
Diploma
Graham Packaging November 2014 - Present
Dentsply January 2007 - November 2014
Wachovia April 2004 - January 2007
Morgan Stanley April 2003 - March 2004
T. Rowe Price 1997 - 2001
Skills
Account Management, Sales Process, Sales Operations, Financial Analysis, Cross-functional Team..., Sales, Forecasting, Sales Management, Competitive Analysis, Management, Market Analysis, Product Management, Product Marketing, Training
Education
University of North Carolina at Wilmington 1993 — 1997
B.S., Finance, International Business
Shippensburg University of Pennsylvania
Currently enrolled in MBA program
Dallastown HS
Diploma
Ty Wilkinson's Morgan Stanley Experience January 2000 - November 2002
Job Vice President at Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services March 2009 - Present
Morgan Stanley January 2000 - November 2002
Merrill Lynch July 1996 - January 2000
Skills
Retirement Planning, Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Business Development, Underwriting, Finance, Fixed Annuities, Team Building, Management, Business Analysis, Financial Services, Series 7, Budgets, Risk Management, Leadership
Education
Shippensburg University of Pennsylvania 1987 — 1991
Santander Investment Services March 2009 - Present
Morgan Stanley January 2000 - November 2002
Merrill Lynch July 1996 - January 2000
Skills
Retirement Planning, Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Business Development, Underwriting, Finance, Fixed Annuities, Team Building, Management, Business Analysis, Financial Services, Series 7, Budgets, Risk Management, Leadership
Education
Shippensburg University of Pennsylvania 1987 — 1991
Carey Elizabeth Smith's Morgan Stanley Experience 2013 - 2013
Job Senior Business Advisor
Industry Financial Services
Experience
Morgan Stanley 2013 - 2013
MASTERCARD WORLDWIDE January 2008 - December 2009
MASTERCARD WORLDWIDE July 2005 - December 2007
MASTERCARD WORLDWIDE March 2002 - July 2005
Towers Perrin March 2001 - October 2001
KPMG LLP January 1996 - August 2000
Education
Columbia Business School
MBA, Finance and Management
Siena College
BBA, Accounting
Morgan Stanley 2013 - 2013
MASTERCARD WORLDWIDE January 2008 - December 2009
MASTERCARD WORLDWIDE July 2005 - December 2007
MASTERCARD WORLDWIDE March 2002 - July 2005
Towers Perrin March 2001 - October 2001
KPMG LLP January 1996 - August 2000
Education
Columbia Business School
MBA, Finance and Management
Siena College
BBA, Accounting
Sage Gajarawala's Morgan Stanley Experience September 2010 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2010 - Present
Deutsche Bank Securities March 2009 - October 2010
Deutsche Bank Securities October 2000 - February 2009
Deutsche Bank March 1997 - March 2000
Goldman Sachs 1990 - 1995
Skills
Investment Banking, Capital Markets, Securities, Derivatives, Equities, Prime Brokerage, Equity Derivatives, Fixed Income, Hedge Funds, Middle Office, Trading Systems, Account Reconciliation, Settlement, Credit Derivatives, Back Office, Electronic Trading, Project Portfolio..., Business Process..., Subledger Accounting, Segregated Funds
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Intl Business
Seton Hall University 1989 — 1990
Bachelor of Science (B.S.), Finance, General
Morgan Stanley September 2010 - Present
Deutsche Bank Securities March 2009 - October 2010
Deutsche Bank Securities October 2000 - February 2009
Deutsche Bank March 1997 - March 2000
Goldman Sachs 1990 - 1995
Skills
Investment Banking, Capital Markets, Securities, Derivatives, Equities, Prime Brokerage, Equity Derivatives, Fixed Income, Hedge Funds, Middle Office, Trading Systems, Account Reconciliation, Settlement, Credit Derivatives, Back Office, Electronic Trading, Project Portfolio..., Business Process..., Subledger Accounting, Segregated Funds
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Intl Business
Seton Hall University 1989 — 1990
Bachelor of Science (B.S.), Finance, General
Vinay Bendre, CFA's Morgan Stanley Experience July 2006 - June 2009
Job Vice President JP Morgan Chase & CO.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2014 - Present
Citi Group June 2009 - April 2014
Morgan Stanley July 2006 - June 2009
Barclays Capital 2004 - 2006
Sub Board I Inc, NY, USA May 2003 - May 2004
Able Laboratories Inc, NJ, USA June 2003 - August 2003
Graduate Student Association, SUNY Buffalo 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, Investment Banking, Structured Products, Credit Derivatives, Options, Capital Markets, Market Risk, Middle Office, Electronic Trading, Prime Brokerage
Education
CFA Institute 2010 — 2012
State University of New York at Buffalo 2002 — 2004
MS
Shivaji University 1996 — 2000
Bachelors, Engineering
JPMorgan Chase & Co. April 2014 - Present
Citi Group June 2009 - April 2014
Morgan Stanley July 2006 - June 2009
Barclays Capital 2004 - 2006
Sub Board I Inc, NY, USA May 2003 - May 2004
Able Laboratories Inc, NJ, USA June 2003 - August 2003
Graduate Student Association, SUNY Buffalo 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, Investment Banking, Structured Products, Credit Derivatives, Options, Capital Markets, Market Risk, Middle Office, Electronic Trading, Prime Brokerage
Education
CFA Institute 2010 — 2012
State University of New York at Buffalo 2002 — 2004
MS
Shivaji University 1996 — 2000
Bachelors, Engineering
Miftar Spahija's Morgan Stanley Experience 1996 - 2004
Job Vice PresidentFixed Income Middle Office at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2009 - Present
JP Morgan January 2008 - September 2009
Deutsche Bank 2006 - 2007
Wachovia Securities, LLC 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Middle Office, Series 7, ETF, Series 99, Emerging Markets, Settlement, Structured Products, Trading, ETFs, Securities
Education
Shippensburg University of Pennsylvania 1988 — 1993
BS, International Business
Jefferies & Company December 2009 - Present
JP Morgan January 2008 - September 2009
Deutsche Bank 2006 - 2007
Wachovia Securities, LLC 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Middle Office, Series 7, ETF, Series 99, Emerging Markets, Settlement, Structured Products, Trading, ETFs, Securities
Education
Shippensburg University of Pennsylvania 1988 — 1993
BS, International Business
Anne Chan's Morgan Stanley Experience June 2006 - December 2008
Job Tax Manager at Cornick, Garber & Sandler, LLP
Industry Accounting
Experience
Cornick, Garber & Sandler, LLP December 2013 - Present
Cornick, Garber & Sandler, LLP January 2011 - November 2013
PwC December 2008 - May 2009
Morgan Stanley June 2006 - December 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors, Accountancy
Shanghai University
Cornick, Garber & Sandler, LLP December 2013 - Present
Cornick, Garber & Sandler, LLP January 2011 - November 2013
PwC December 2008 - May 2009
Morgan Stanley June 2006 - December 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors, Accountancy
Shanghai University
Yann Lalande's Morgan Stanley Experience Vice PresidentMorgan Stanley2000 - 2008
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Vice PresidentMorgan Stanley2000 - 2008
Education
Seton Hall University School of Law 1996 — 1999
J.D., Law
Morgan Stanley Vice PresidentMorgan Stanley2000 - 2008
Education
Seton Hall University School of Law 1996 — 1999
J.D., Law
Anthony Hird's Morgan Stanley Experience November 2008 - May 2011
Job Managing compliance for a registered investment adviser and brokerdealer
Industry Law Practice
Experience
Betterment April 2015 - Present
Barclays Capital May 2011 - April 2015
Morgan Stanley November 2008 - May 2011
Lehman Brothers August 2007 - October 2008
Education
Seton Hall University School of Law 2003 — 2006
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1999 — 2003
BA, History
Betterment April 2015 - Present
Barclays Capital May 2011 - April 2015
Morgan Stanley November 2008 - May 2011
Lehman Brothers August 2007 - October 2008
Education
Seton Hall University School of Law 2003 — 2006
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1999 — 2003
BA, History
Song Chen's Morgan Stanley Experience April 2013 - March 2015
Job Experienced Information Security expert and Risk Management guru, seeking opportunities in SF Bay Area
Industry Financial Services
Experience
Morgan Stanley April 2013 - March 2015
IBM Global Delivery Center (China) April 2011 - March 2013
Wells Fargo Banks September 2001 - April 2011
Wells Fargo Audit Services October 1996 - August 2001
Zions Bank September 1995 - October 1996
Panda Motors Corporation (China) September 1989 - September 1992
Shanghai Municipal Government September 1988 - September 1989
Skills
IT Audit, Cyber Security, Information Security, Network Security, Unix Security, Firewalls, Network Architecture, Intrusion Detection, Rational AppScan, Network Discovery, Security Incident..., Disaster Recovery, Business Continuity..., Risk Assessment, Risk Management, Enterprise Risk..., Vendor Management, Data Security & Privacy, Governance, ISO 27001, ISO 27002, ITIL, PCI DSS, SOX Compliancy, GLBA, COBIT, NIST, Cloud Security, Basel II, Due Diligence, Bank Mergers, Computer Security, Security, Encryption, IDS, Data Center, Information Security..., Vulnerability Management, CISSP, Security Architecture..., Business Continuity, CISA, Security Awareness, Information Assurance, Vulnerability Assessment, Penetration Testing, Application Security, Data Security, Security Audits, IPS
Education
Utah State University 1992 — 1995
MS, Accounting
Shanghai University of Finance and Economics 1984 — 1988
BS, Management
Kong Jiang High School
Morgan Stanley April 2013 - March 2015
IBM Global Delivery Center (China) April 2011 - March 2013
Wells Fargo Banks September 2001 - April 2011
Wells Fargo Audit Services October 1996 - August 2001
Zions Bank September 1995 - October 1996
Panda Motors Corporation (China) September 1989 - September 1992
Shanghai Municipal Government September 1988 - September 1989
Skills
IT Audit, Cyber Security, Information Security, Network Security, Unix Security, Firewalls, Network Architecture, Intrusion Detection, Rational AppScan, Network Discovery, Security Incident..., Disaster Recovery, Business Continuity..., Risk Assessment, Risk Management, Enterprise Risk..., Vendor Management, Data Security & Privacy, Governance, ISO 27001, ISO 27002, ITIL, PCI DSS, SOX Compliancy, GLBA, COBIT, NIST, Cloud Security, Basel II, Due Diligence, Bank Mergers, Computer Security, Security, Encryption, IDS, Data Center, Information Security..., Vulnerability Management, CISSP, Security Architecture..., Business Continuity, CISA, Security Awareness, Information Assurance, Vulnerability Assessment, Penetration Testing, Application Security, Data Security, Security Audits, IPS
Education
Utah State University 1992 — 1995
MS, Accounting
Shanghai University of Finance and Economics 1984 — 1988
BS, Management
Kong Jiang High School
Prakash Venkataraman's Morgan Stanley Experience May 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Prudential Financial January 2004 - May 2006
Paragon Computer Professionals October 1997 - January 2004
Skills
Business Analysis, Fixed Income, Investment Banking, Equities, Banking, Portfolio Management, Capital Markets, Wealth Management, Financial Modeling, Project Management
Education
Seton Hall University 1999 — 2002
MBA, Finance, Technology
Mumbai University 1991 — 1994
BS, Accounting, Finance
Morgan Stanley May 2006 - Present
Prudential Financial January 2004 - May 2006
Paragon Computer Professionals October 1997 - January 2004
Skills
Business Analysis, Fixed Income, Investment Banking, Equities, Banking, Portfolio Management, Capital Markets, Wealth Management, Financial Modeling, Project Management
Education
Seton Hall University 1999 — 2002
MBA, Finance, Technology
Mumbai University 1991 — 1994
BS, Accounting, Finance
Daniel P Petrozzo's Morgan Stanley Experience June 2002 - May 2008
Job Co Founder at Verilume
Industry Computer Software
Experience
DocuSign March 2015 - Present
Exoprise Systems Inc. January 2015 - Present
St. Luke's University Health Network May 2014 - Present
Verilume May 2014 - Present
NPower (nonprofit) January 2014 - Present
Kensho Technologies 2014 - Present
Goldman Sachs June 2011 - May 2014
Fidelity Investments July 2008 - July 2010
Morgan Stanley June 2002 - May 2008
Deutsche Bank August 2001 - June 2002
Skills
IT Strategy, Leadership, Cloud Computing, Equities, Business Analysis, Investment Banking, Strategy, Risk Management, Hedge Funds, Capital Markets, Vendor Management, Enterprise Architecture, Management, Program Management, Data Center, Financial Services, Derivatives, Trading Systems, Asset Management, Fixed Income, Prime Brokerage, Building Business..., Electronic Trading, Mergers & Acquisitions, Investments, Asset Managment, Business Strategy, Disaster Recovery, Private Equity, Securities, Mergers, Strategic Planning, Start-ups, Infrastructure
Education
Seton Hall University School of Law 1992 — 1996
JD, Law
DocuSign March 2015 - Present
Exoprise Systems Inc. January 2015 - Present
St. Luke's University Health Network May 2014 - Present
Verilume May 2014 - Present
NPower (nonprofit) January 2014 - Present
Kensho Technologies 2014 - Present
Goldman Sachs June 2011 - May 2014
Fidelity Investments July 2008 - July 2010
Morgan Stanley June 2002 - May 2008
Deutsche Bank August 2001 - June 2002
Skills
IT Strategy, Leadership, Cloud Computing, Equities, Business Analysis, Investment Banking, Strategy, Risk Management, Hedge Funds, Capital Markets, Vendor Management, Enterprise Architecture, Management, Program Management, Data Center, Financial Services, Derivatives, Trading Systems, Asset Management, Fixed Income, Prime Brokerage, Building Business..., Electronic Trading, Mergers & Acquisitions, Investments, Asset Managment, Business Strategy, Disaster Recovery, Private Equity, Securities, Mergers, Strategic Planning, Start-ups, Infrastructure
Education
Seton Hall University School of Law 1992 — 1996
JD, Law
Maria Mauceri's Morgan Stanley Experience September 1991 - September 1999
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank Securities September 1999 - December 2008
Morgan Stanley September 1991 - September 1999
Leperq de Neuflize Securities August 1988 - October 1991
Education
Siena College 1984 — 1988
BS, Finance
Deutsche Bank Securities September 1999 - December 2008
Morgan Stanley September 1991 - September 1999
Leperq de Neuflize Securities August 1988 - October 1991
Education
Siena College 1984 — 1988
BS, Finance
Hechen Yu's Morgan Stanley Experience February 2011 - June 2011
Job MBA Candidate at Stanford GSB
Industry Investment Banking
Experience
CICC July 2011 - June 2014
Morgan Stanley February 2011 - June 2011
CICC July 2010 - August 2010
Dow Corning July 2009 - September 2009
Eaton Corporation May 2008 - August 2008
Kautex Textron July 2006 - August 2006
Skills
Bloomberg, DCF, Due Diligence, IPO, Investment Banking, Mergers, Valuation
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2009 — 2011
Master of Science, Management Science and Engineering
University of Michigan 2007 — 2009
BSE, Mechanical Engineering
Shanghai Jiao Tong University 2005 — 2009
BSE, Mechanical Engineering
CICC July 2011 - June 2014
Morgan Stanley February 2011 - June 2011
CICC July 2010 - August 2010
Dow Corning July 2009 - September 2009
Eaton Corporation May 2008 - August 2008
Kautex Textron July 2006 - August 2006
Skills
Bloomberg, DCF, Due Diligence, IPO, Investment Banking, Mergers, Valuation
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2009 — 2011
Master of Science, Management Science and Engineering
University of Michigan 2007 — 2009
BSE, Mechanical Engineering
Shanghai Jiao Tong University 2005 — 2009
BSE, Mechanical Engineering
Isabel Foster Berbert's Morgan Stanley Experience December 2006 - April 2007
Job First Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management September 2014 - Present
J.P. Morgan May 2010 - August 2014
Bernstein Global Wealth Management June 2007 - May 2010
Morgan Stanley December 2006 - April 2007
Morgan Stanley June 2006 - December 2006
Education
Sewanee-The University of the South 2002 — 2006
UBS Private Wealth Management September 2014 - Present
J.P. Morgan May 2010 - August 2014
Bernstein Global Wealth Management June 2007 - May 2010
Morgan Stanley December 2006 - April 2007
Morgan Stanley June 2006 - December 2006
Education
Sewanee-The University of the South 2002 — 2006
Beverly Conley's Morgan Stanley Experience May 2001 - February 2003
Job Vice President and Investment Operations Officer at Truxton Trust Company
Industry Financial Services
Experience
Truxton Trust Company September 2013 - Present
Truxton Trust Company November 2004 - Present
PowellJohnson February 2003 - October 2004
Morgan Stanley May 2001 - February 2003
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Services, Financial Planning
Education
Sewanee-The University of the South 1997 — 2001
Economics
Sewanee-The University of the South 1997 — 2001
Bachelor's degree (Economics), Economics
Truxton Trust Company September 2013 - Present
Truxton Trust Company November 2004 - Present
PowellJohnson February 2003 - October 2004
Morgan Stanley May 2001 - February 2003
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Services, Financial Planning
Education
Sewanee-The University of the South 1997 — 2001
Economics
Sewanee-The University of the South 1997 — 2001
Bachelor's degree (Economics), Economics
Christopher J Caputo's Morgan Stanley Experience May 2008 - June 2010
Job Register Marketing Associate/ Execution Trader: The Bergman Group, Morgan Stanley Global Wealth Management
Industry Investment Management
Experience
Morgan Stanley Global Wealth Management June 2010 - Present
Morgan Stanley May 2008 - June 2010
Bear Sterns & Co 2006 - 2008
Manhattan Residential January 2004 - March 2007
ICAP, Garban Corporates LLC 2001 - 2003
Skills
Equities, Fixed Income, Investments, Sales, Trading, Series 7, Bloomberg
Education
Siena College 1996 — 2000
Bachelor of Science BS, Finance
St. Joseph Regional High School, Montvale NJ 1993 — 1996
High School
Morgan Stanley Global Wealth Management June 2010 - Present
Morgan Stanley May 2008 - June 2010
Bear Sterns & Co 2006 - 2008
Manhattan Residential January 2004 - March 2007
ICAP, Garban Corporates LLC 2001 - 2003
Skills
Equities, Fixed Income, Investments, Sales, Trading, Series 7, Bloomberg
Education
Siena College 1996 — 2000
Bachelor of Science BS, Finance
St. Joseph Regional High School, Montvale NJ 1993 — 1996
High School
Jingqiu Hou's Morgan Stanley Experience July 2007 - September 2007
Job Auditor at Ernst & Young
Industry Higher Education
Experience
McQuadeBrennan, LLP May 2013 - Present
Ernst & Young January 2012 - April 2013
University of Maryland August 2008 - November 2011
Morgan Stanley July 2007 - September 2007
Skills
Stata, Matlab, Statistics, Auditing, Accounting, Financial Analysis, Finance, Analysis, Financial Accounting
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2011
Master of Accounting, Accounting, 3.9
University of Maryland College Park 2008 — 2010
Master of Public Policy, Public Policy Analysis, 3.7
Shanghai University of Finance and Economics 2004 — 2008
Bachelor of Business Administration (B.B.A.), Public Finance, 3.75
McQuadeBrennan, LLP May 2013 - Present
Ernst & Young January 2012 - April 2013
University of Maryland August 2008 - November 2011
Morgan Stanley July 2007 - September 2007
Skills
Stata, Matlab, Statistics, Auditing, Accounting, Financial Analysis, Finance, Analysis, Financial Accounting
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2011
Master of Accounting, Accounting, 3.9
University of Maryland College Park 2008 — 2010
Master of Public Policy, Public Policy Analysis, 3.7
Shanghai University of Finance and Economics 2004 — 2008
Bachelor of Business Administration (B.B.A.), Public Finance, 3.75
Peter Zapasnikas's Morgan Stanley Experience April 2012 - March 2013
Job Consultant at Capco
Industry Financial Services
Experience
Capco March 2013 - Present
Morgan Stanley April 2012 - March 2013
JPMorgan Chase September 2011 - February 2012
Prudential Financial September 2010 - March 2011
Prudential Real Estate Investors January 2007 - September 2010
Valley National Bank August 2005 - December 2006
Skills
Financial Reporting, Excel, Bloomberg, Portfolio Management, Sunguard, Cognos, LexisNexis, Microsoft Excel, Accounting, Forecasting, General Ledger, Internal Controls, Securities, Auditing, Equities, Risk Management, Account Reconciliation, Investments, Management, Trading, Internal Audit
Education
Seton Hall University 2001 — 2005
BS, Business Administration and Management, General
Seton Hall University Stillman School of Business 2001 — 2005
Bachelor of Science, Business Administration; Management
Capco March 2013 - Present
Morgan Stanley April 2012 - March 2013
JPMorgan Chase September 2011 - February 2012
Prudential Financial September 2010 - March 2011
Prudential Real Estate Investors January 2007 - September 2010
Valley National Bank August 2005 - December 2006
Skills
Financial Reporting, Excel, Bloomberg, Portfolio Management, Sunguard, Cognos, LexisNexis, Microsoft Excel, Accounting, Forecasting, General Ledger, Internal Controls, Securities, Auditing, Equities, Risk Management, Account Reconciliation, Investments, Management, Trading, Internal Audit
Education
Seton Hall University 2001 — 2005
BS, Business Administration and Management, General
Seton Hall University Stillman School of Business 2001 — 2005
Bachelor of Science, Business Administration; Management
Foster Isabel's Morgan Stanley Experience June 2006 - June 2007
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2010 - Present
AllianceBernstein June 2007 - August 2010
Morgan Stanley June 2006 - June 2007
Education
Sewanee-The University of the South 2002 — 2006
BA, Philosophy
J.P. Morgan June 2010 - Present
AllianceBernstein June 2007 - August 2010
Morgan Stanley June 2006 - June 2007
Education
Sewanee-The University of the South 2002 — 2006
BA, Philosophy
Tyres Jones's Morgan Stanley Experience July 2012 - Present
Job Associate
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley Smith Barney October 2010 - July 2012
City of Newark January 2009 - October 2010
Skills
Wealth Management, Collaborative Problem..., Goal-oriented...
Education
Seton Hall University 2007 — 2010
BS, Business Adminstration -Finance
Morgan Stanley July 2012 - Present
Morgan Stanley Smith Barney October 2010 - July 2012
City of Newark January 2009 - October 2010
Skills
Wealth Management, Collaborative Problem..., Goal-oriented...
Education
Seton Hall University 2007 — 2010
BS, Business Adminstration -Finance
Brian Trombley's Morgan Stanley Experience September 2005 - May 2011
Job Director, FP&A at CBS Interactive
Industry Marketing and Advertising
Experience
CBS Interactive June 2014 - Present
Time Inc. July 2013 - May 2014
Time Inc. May 2011 - July 2013
Morgan Stanley September 2005 - May 2011
Deily, Mooney & Glastetter, LLP September 2004 - August 2005
First Albany Capital, Inc September 2003 - June 2004
Skills
Financial Analysis, Advertising, Financial Reporting, Digital Media, Finance, Analytics, Strategy, Competitive Analysis, Strategic Planning, Business Strategy, Management, Corporate Finance, Digital Strategy, New Business Development, Budgets, Bloomberg, Sales
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Social Entrepreneurship
Siena College 1999 — 2003
B.B.A, Accounting; economics, Computer Science and Quantitative Business
CBS Interactive June 2014 - Present
Time Inc. July 2013 - May 2014
Time Inc. May 2011 - July 2013
Morgan Stanley September 2005 - May 2011
Deily, Mooney & Glastetter, LLP September 2004 - August 2005
First Albany Capital, Inc September 2003 - June 2004
Skills
Financial Analysis, Advertising, Financial Reporting, Digital Media, Finance, Analytics, Strategy, Competitive Analysis, Strategic Planning, Business Strategy, Management, Corporate Finance, Digital Strategy, New Business Development, Budgets, Bloomberg, Sales
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Social Entrepreneurship
Siena College 1999 — 2003
B.B.A, Accounting; economics, Computer Science and Quantitative Business
Shakil Sankeshwarkar's Morgan Stanley Experience July 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Morgan Stanley November 2005 - June 2010
Satyam Computer services Limited May 2004 - November 2005
Patni Computers August 2003 - April 2004
Skills
Fixed Income, Investment Banking, Sybase, Capital Markets, Equities
Education
Shivaji University 1995 — 1999
Bachelor of Engineering, Production
Vidhyapeeth Highschool, Kolhapur
Morgan Stanley July 2010 - Present
Morgan Stanley November 2005 - June 2010
Satyam Computer services Limited May 2004 - November 2005
Patni Computers August 2003 - April 2004
Skills
Fixed Income, Investment Banking, Sybase, Capital Markets, Equities
Education
Shivaji University 1995 — 1999
Bachelor of Engineering, Production
Vidhyapeeth Highschool, Kolhapur
Hasan Al-Rawi's Morgan Stanley Experience October 2014 - Present
Job Unix Lead at Morgan Stanley Canada
Industry Information Technology and Services
Experience
Morgan Stanley October 2014 - Present
Nexsan/Imation Montreal August 2013 - Present
IBM Canada Ltd. May 2012 - August 2013
Ericsson Canada December 2011 - May 2012
IBM Global Services July 2010 - September 2011
unixcode December 2009 - July 2010
Fujitsu Services April 1999 - December 2009
Skills
Solaris, Netbackup, Apache, CentOS, NFS, Unix, Servers, RedHat, MySQL, Red Hat Linux, Linux, NetBackup, Data Center
Education
Sheffield Hallam University 1993 — 1996
Engineering Physics
Morgan Stanley October 2014 - Present
Nexsan/Imation Montreal August 2013 - Present
IBM Canada Ltd. May 2012 - August 2013
Ericsson Canada December 2011 - May 2012
IBM Global Services July 2010 - September 2011
unixcode December 2009 - July 2010
Fujitsu Services April 1999 - December 2009
Skills
Solaris, Netbackup, Apache, CentOS, NFS, Unix, Servers, RedHat, MySQL, Red Hat Linux, Linux, NetBackup, Data Center
Education
Sheffield Hallam University 1993 — 1996
Engineering Physics
Angela Kuzmeskus's Morgan Stanley Experience November 2000 - June 2003
Job Financial
Industry Financial Services
Experience
N/A July 2003 - Present
CUNA Mutual Group July 2003 - September 2005
Morgan Stanley November 2000 - June 2003
Merrill Lynch May 1990 - November 2000
Education
Shippensburg University of Pennsylvania 1985 — 1989
BA, Public Relations, Sociology & Speech
N/A July 2003 - Present
CUNA Mutual Group July 2003 - September 2005
Morgan Stanley November 2000 - June 2003
Merrill Lynch May 1990 - November 2000
Education
Shippensburg University of Pennsylvania 1985 — 1989
BA, Public Relations, Sociology & Speech
Robert McKeon's Morgan Stanley Experience September 2011 - May 2012
Job Senior Director, Chief Fiduciary Officer at Capital One
Industry Financial Services
Experience
Capital One June 2012 - Present
Morgan Stanley September 2011 - May 2012
Morgan Stanley May 2005 - August 2011
Morgan Stanley July 2002 - May 2005
Merrill Lynch June 1998 - May 2002
Skills
Trust Services, Wealth Management, Trust Management, Strategy, Investments, Trusts, Due Diligence, AML, High Net Worth..., Corporate Governance, Estate Planning, Tax, Financial Advisory, Risk Management, Insurance, Equities, Securities
Education
Villanova University School of Law 2001 — 2003
LL.M, Taxation Law
Seton Hall University School of Law 1996 — 1999
J.D.
Villanova University 1992 — 1996
B.S., Finance
Capital One June 2012 - Present
Morgan Stanley September 2011 - May 2012
Morgan Stanley May 2005 - August 2011
Morgan Stanley July 2002 - May 2005
Merrill Lynch June 1998 - May 2002
Skills
Trust Services, Wealth Management, Trust Management, Strategy, Investments, Trusts, Due Diligence, AML, High Net Worth..., Corporate Governance, Estate Planning, Tax, Financial Advisory, Risk Management, Insurance, Equities, Securities
Education
Villanova University School of Law 2001 — 2003
LL.M, Taxation Law
Seton Hall University School of Law 1996 — 1999
J.D.
Villanova University 1992 — 1996
B.S., Finance
Ajay Pokharkar's Morgan Stanley Experience January 2010 - Present
Job Automation Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2010 - Present
Tata Consultancy Services September 2009 - Present
Skills
QTP, HP QTP, Test Automation, Java, DB2, SQL, Manual Testing, TestComplete, JavaScript, PL/SQL
Education
Shivaji University 2005 — 2009
Bachelor of Engineering (B.E.), Information Technology
Morgan Stanley January 2010 - Present
Tata Consultancy Services September 2009 - Present
Skills
QTP, HP QTP, Test Automation, Java, DB2, SQL, Manual Testing, TestComplete, JavaScript, PL/SQL
Education
Shivaji University 2005 — 2009
Bachelor of Engineering (B.E.), Information Technology
Keith D. Vink's Morgan Stanley Experience 2000 - 2005
Job Vice President/Wealth Management at Purshe Kaplan Sterling Investments
Industry Financial Services
Experience
Purshe Kaplan Sterling Investments October 2005 - Present
Morgan Stanley 2000 - 2005
First Albany Corp. 1994 - 2000
Prudential Securities 1984 - 1994
Skills
Equities, Fixed Income, Portfolio Management, Mutual Funds, Series 7
Education
Siena College
BS, Finance
Siena College
Bachelor of Science (B.S.) Finance
Purshe Kaplan Sterling Investments October 2005 - Present
Morgan Stanley 2000 - 2005
First Albany Corp. 1994 - 2000
Prudential Securities 1984 - 1994
Skills
Equities, Fixed Income, Portfolio Management, Mutual Funds, Series 7
Education
Siena College
BS, Finance
Siena College
Bachelor of Science (B.S.) Finance
Burke Coleman, CIMA, CPWA's Morgan Stanley Experience August 1994 - April 2003
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2007 - Present
UBS April 2003 - February 2007
Morgan Stanley August 1994 - April 2003
Education
Investment Management Consultants Association 2009 — 2009
Certified Private Wealth Advisor ®
Investment Management Consultants Association 2007 — 2007
Certified Investment Management Analyst ®
Siena College 1980 — 1983
Bachelor's of Science, Economics
UBS February 2007 - Present
UBS April 2003 - February 2007
Morgan Stanley August 1994 - April 2003
Education
Investment Management Consultants Association 2009 — 2009
Certified Private Wealth Advisor ®
Investment Management Consultants Association 2007 — 2007
Certified Investment Management Analyst ®
Siena College 1980 — 1983
Bachelor's of Science, Economics
Abraham Hardjana's Morgan Stanley Experience October 2010 - Present
Job System Developer Specialist at Accenture
Industry Banking
Experience
Accenture January 2013 - Present
Morgan Stanley October 2010 - Present
Accenture October 2010 - December 2012
Intec May 2008 - June 2010
Intec June 2006 - May 2008
ADC (Now Intec) August 2002 - June 2006
Spectra Securities Software Inc February 2001 - October 2001
Brightspark October 2000 - February 2001
Spectra Securities Software Inc. January 2000 - April 2000
Spectra Securities Software Inc. May 1999 - August 1999
Skills
Integration, Perl, Unix, Billing Systems, Tuxedo, Requirements Analysis, SQL, Solution Architecture, Telecommunications..., SDLC, Unix Shell Scripting, Telecommunications, Oracle, Business Analysis, PL/SQL, Software Project..., HP-UX, Software Development, Requirements Gathering, Shell Scripting, Sybase Adaptive Server, Testing, Databases, Solaris, Software Documentation, Test Planning
Education
Sheridan College 2010 — 2011
Certificate, Project Mangement
University of Waterloo - St. Jerome's University 1996 — 2000
Bachelor, Mathematics Co-op
Accenture January 2013 - Present
Morgan Stanley October 2010 - Present
Accenture October 2010 - December 2012
Intec May 2008 - June 2010
Intec June 2006 - May 2008
ADC (Now Intec) August 2002 - June 2006
Spectra Securities Software Inc February 2001 - October 2001
Brightspark October 2000 - February 2001
Spectra Securities Software Inc. January 2000 - April 2000
Spectra Securities Software Inc. May 1999 - August 1999
Skills
Integration, Perl, Unix, Billing Systems, Tuxedo, Requirements Analysis, SQL, Solution Architecture, Telecommunications..., SDLC, Unix Shell Scripting, Telecommunications, Oracle, Business Analysis, PL/SQL, Software Project..., HP-UX, Software Development, Requirements Gathering, Shell Scripting, Sybase Adaptive Server, Testing, Databases, Solaris, Software Documentation, Test Planning
Education
Sheridan College 2010 — 2011
Certificate, Project Mangement
University of Waterloo - St. Jerome's University 1996 — 2000
Bachelor, Mathematics Co-op
Vincent Tao, CFA's Morgan Stanley Experience 2007 - 2010
Job Research Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
Morgan Stanley 2007 - 2010
Oracle Corporation 2005 - 2006
Skills
Emerging Markets, Indices, Fixed Income, Risk Management, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Bloomberg, VBA, SQL, Matlab
Education
Columbia University 2006 — 2007
Master of Science
Shanghai Jiao Tong University 2001 — 2005
Bachelor of Science
JP Morgan 2010 - Present
Morgan Stanley 2007 - 2010
Oracle Corporation 2005 - 2006
Skills
Emerging Markets, Indices, Fixed Income, Risk Management, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Bloomberg, VBA, SQL, Matlab
Education
Columbia University 2006 — 2007
Master of Science
Shanghai Jiao Tong University 2001 — 2005
Bachelor of Science
Kevin D. Millard, CFP®'s Morgan Stanley Experience August 2009 - January 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Morgan Stanley August 2009 - January 2012
Merrill Lynch March 2008 - February 2009
All State Career April 2004 - March 2008
Skills
Insurance, Strategic Planning, Financial Services, Investment Advisory, Trusts, Endowments, Certified Financial...
Education
Shippensburg University of Pennsylvania 2001 — 2003
BS, Business Admin
University of North Carolina at Wilmington 1999 — 2001
Malvern Preparatory School 1995 — 1999
HS Diploma
TIAA-CREF January 2012 - Present
Morgan Stanley August 2009 - January 2012
Merrill Lynch March 2008 - February 2009
All State Career April 2004 - March 2008
Skills
Insurance, Strategic Planning, Financial Services, Investment Advisory, Trusts, Endowments, Certified Financial...
Education
Shippensburg University of Pennsylvania 2001 — 2003
BS, Business Admin
University of North Carolina at Wilmington 1999 — 2001
Malvern Preparatory School 1995 — 1999
HS Diploma
Robert Starosciak's Morgan Stanley Experience June 2006 - Present
Job Vice President, Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Legg Mason June 2003 - June 2006
Merrill Lynch June 1985 - June 2003
Skills
Wealth Management, series 7, series 66
Education
Rutgers University, School of Public Affairs and Administration
MPA
Seton Hall University
MA
Seton Hall University
BA, English
Morgan Stanley June 2006 - Present
Legg Mason June 2003 - June 2006
Merrill Lynch June 1985 - June 2003
Skills
Wealth Management, series 7, series 66
Education
Rutgers University, School of Public Affairs and Administration
MPA
Seton Hall University
MA
Seton Hall University
BA, English
Bill Budke's Morgan Stanley Experience July 2006 - March 2012
Job Managing Partner at Sionic Advisors
Industry Financial Services
Experience
Sionic Advisors November 2014 - Present
Swiss Re September 2011 - October 2014
Morgan Stanley July 2006 - March 2012
West LB May 2000 - July 2006
Ernst & Young December 1996 - May 2000
Sanford C. Bernstein September 1996 - December 1996
Skills
Finance, Valuation, Hedge Funds, Financial Reporting, Investments, Governance, Quality Control, Project Coordination, Product Control, Organizational Structure, Fixed Income, Equities, Financial Analysis, Accounting
Education
Siena College 1989 — 1993
BBA, Accounting
Sionic Advisors November 2014 - Present
Swiss Re September 2011 - October 2014
Morgan Stanley July 2006 - March 2012
West LB May 2000 - July 2006
Ernst & Young December 1996 - May 2000
Sanford C. Bernstein September 1996 - December 1996
Skills
Finance, Valuation, Hedge Funds, Financial Reporting, Investments, Governance, Quality Control, Project Coordination, Product Control, Organizational Structure, Fixed Income, Equities, Financial Analysis, Accounting
Education
Siena College 1989 — 1993
BBA, Accounting
Deanna Martello's Morgan Stanley Experience May 2011 - August 2011
Job Project Management
Industry Commercial Real Estate
Experience
Hines January 2015 - Present
Hines June 2012 - May 2014
Morgan Stanley May 2011 - August 2011
MoveThatBlock.com September 2010 - December 2010
COMMSULT May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Strategy, SharePoint, Facebook, Social Media, Microsoft Project, Time Management, Project Planning, Construction Management, Management, Leadership, Budgets
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Siena College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Hines January 2015 - Present
Hines June 2012 - May 2014
Morgan Stanley May 2011 - August 2011
MoveThatBlock.com September 2010 - December 2010
COMMSULT May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Strategy, SharePoint, Facebook, Social Media, Microsoft Project, Time Management, Project Planning, Construction Management, Management, Leadership, Budgets
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Siena College 2008 — 2012
Bachelor of Science (B.S.), Marketing
Nan Jiang's Morgan Stanley Experience July 2010 - August 2010
Job Software Engineer at Google
Industry Internet
Experience
Google June 2014 - Present
Next Capital July 2012 - June 2014
Morgan Stanley July 2010 - August 2010
Skills
C++, C, Java, Matlab, R, Programming, SQL, Linux, HTML, Algorithms, Microsoft Excel, Computer Science, JavaScript
Education
The University of Chicago 2011 — 2012
MS, Financial Mathematics
Shanghai Jiao Tong University 2007 — 2011
Bachelor, Software Engineering
Google June 2014 - Present
Next Capital July 2012 - June 2014
Morgan Stanley July 2010 - August 2010
Skills
C++, C, Java, Matlab, R, Programming, SQL, Linux, HTML, Algorithms, Microsoft Excel, Computer Science, JavaScript
Education
The University of Chicago 2011 — 2012
MS, Financial Mathematics
Shanghai Jiao Tong University 2007 — 2011
Bachelor, Software Engineering
Susan McDowell's Morgan Stanley Experience February 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Equate Executive Search Inc October 2012 - November 2013
Merrill Lynch April 1999 - September 2006
CIBC World Markets June 1990 - March 1999
Standard & Poor's 1987 - 1990
Morgan Stanley June 1984 - June 1986
Skills
Capital Markets, New Business Development, Business Planning, Investor Relations, Business Relationship..., Mutual Funds, Portfolio Management, Structured Finance, Financial Analysis, Risk Management, Negotiation, Strategic Planning, Marketing Strategy, Investment Banking, Commercial Banking, Investment Strategies, Derivatives, Talent Management, Leadership, Investment Management
Education
Seton Hall University
B.S., Accounting, Magna cum laude
Morgan Stanley February 2014 - Present
Equate Executive Search Inc October 2012 - November 2013
Merrill Lynch April 1999 - September 2006
CIBC World Markets June 1990 - March 1999
Standard & Poor's 1987 - 1990
Morgan Stanley June 1984 - June 1986
Skills
Capital Markets, New Business Development, Business Planning, Investor Relations, Business Relationship..., Mutual Funds, Portfolio Management, Structured Finance, Financial Analysis, Risk Management, Negotiation, Strategic Planning, Marketing Strategy, Investment Banking, Commercial Banking, Investment Strategies, Derivatives, Talent Management, Leadership, Investment Management
Education
Seton Hall University
B.S., Accounting, Magna cum laude
Caroline Merkelz's Morgan Stanley Experience August 1998 - August 2011
Job Sr. Financial Analyst at Abbott Laboratories
Industry Pharmaceuticals
Experience
Abbott Laboratories October 2011 - Present
Morgan Stanley August 1998 - August 2011
Education
Siena College
Abbott Laboratories October 2011 - Present
Morgan Stanley August 1998 - August 2011
Education
Siena College
Jennifer Minto's Morgan Stanley Experience December 2012 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
JPMorgan Chase June 1993 - February 2007
Education
Siena College 1989 — 1993
Bachelors Business Administration, Accounting
Morgan Stanley December 2012 - Present
JPMorgan Chase June 1993 - February 2007
Education
Siena College 1989 — 1993
Bachelors Business Administration, Accounting
Jay T. Shearon's Morgan Stanley Experience May 1995 - Present
Job Executive Director Morgan Stanley Wealth Management Director of Custom Investment Outsourcing
Industry Financial Services
Experience
Morgan Stanley May 1995 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Fixed Income, Portfolio Management, Wealth Management, Hedge Funds, Private Equity, Mutual Funds, Series 63, Securities
Education
University of Delaware 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Shippensburg University of Pennsylvania 1990 — 1994
BSBA, Finance
Morgan Stanley May 1995 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Fixed Income, Portfolio Management, Wealth Management, Hedge Funds, Private Equity, Mutual Funds, Series 63, Securities
Education
University of Delaware 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Shippensburg University of Pennsylvania 1990 — 1994
BSBA, Finance
Muyuan (Bruce) Li's Morgan Stanley Experience July 2012 - October 2012
Job Phd, University at Buffalo
Industry Computer Software
Experience
Morgan Stanley July 2012 - October 2012
Skills
C++, Lisp, Clojure, Python, OpenCV, Perl, Emacs, JavaScript, HTML, CSS, Computer Vision, Vim, GNU Octave, Shell Scripting, Haskell, Machine Learning, Programming Languages, Linux Kernel, Cloud Computing, LaTeX, Emacs Lisp, OpenGL, Django, jQuery, Catalyst, MySQL, MongoDB, Hadoop, PHP, CMake
Education
State University of New York at Buffalo 2013 — 2017
Doctor of Philosophy (PhD), Computer vision
Shanghai Jiao Tong University 2009 — 2013
Bachelor's degree, Computer Science
Morgan Stanley July 2012 - October 2012
Skills
C++, Lisp, Clojure, Python, OpenCV, Perl, Emacs, JavaScript, HTML, CSS, Computer Vision, Vim, GNU Octave, Shell Scripting, Haskell, Machine Learning, Programming Languages, Linux Kernel, Cloud Computing, LaTeX, Emacs Lisp, OpenGL, Django, jQuery, Catalyst, MySQL, MongoDB, Hadoop, PHP, CMake
Education
State University of New York at Buffalo 2013 — 2017
Doctor of Philosophy (PhD), Computer vision
Shanghai Jiao Tong University 2009 — 2013
Bachelor's degree, Computer Science
Emily Clever's Morgan Stanley Experience September 2000 - December 2002
Job Program Director at ServiceNet
Industry Mental Health Care
Experience
ServiceNet January 2013 - Present
Morningside Shelter September 2009 - July 2012
Jewish Federation of Greater Philadelphia June 2006 - August 2008
Response Corps - FEMA September 2005 - September 2005
Peace Corps January 2003 - March 2005
Morgan Stanley September 2000 - December 2002
Skills
Event Planning, Program Management, Nonprofits, Grant Writing, Program Evaluation, Fundraising, Community Outreach, Volunteer Management, Public Speaking, Program Development
Education
SIT Graduate Institute 2008 — 2009
MA Sustainable Development, Sustainable Development/Business Management
Shippensburg University of Pennsylvania 1996 — 2000
BS, International Business Management
ServiceNet January 2013 - Present
Morningside Shelter September 2009 - July 2012
Jewish Federation of Greater Philadelphia June 2006 - August 2008
Response Corps - FEMA September 2005 - September 2005
Peace Corps January 2003 - March 2005
Morgan Stanley September 2000 - December 2002
Skills
Event Planning, Program Management, Nonprofits, Grant Writing, Program Evaluation, Fundraising, Community Outreach, Volunteer Management, Public Speaking, Program Development
Education
SIT Graduate Institute 2008 — 2009
MA Sustainable Development, Sustainable Development/Business Management
Shippensburg University of Pennsylvania 1996 — 2000
BS, International Business Management
Luis G. Uribe's Morgan Stanley Experience December 1993 - March 1998
Job Seeking new oportunities in the financial industry
Industry Investment Banking
Experience
Seeking Employment or Consulting Opportunities April 2013 - Present
Goldman Sachs 2006 - 2013
UBS March 2001 - March 2006
Salomon Smith Barney March 1998 - March 2001
Morgan Stanley December 1993 - March 1998
Skills
Financial Analysis, Finacial Management, global capital markets, Teamwork, ACATS, ADRs, Bilingual, back office..., Realignment, Capital Markets, Back Office, Corporate Actions, Financial Services, FX Options, Banking
Education
Sienna College, Loudenville, New York 1985 — 1988
Bachelor of Science, Economics
Seeking Employment or Consulting Opportunities April 2013 - Present
Goldman Sachs 2006 - 2013
UBS March 2001 - March 2006
Salomon Smith Barney March 1998 - March 2001
Morgan Stanley December 1993 - March 1998
Skills
Financial Analysis, Finacial Management, global capital markets, Teamwork, ACATS, ADRs, Bilingual, back office..., Realignment, Capital Markets, Back Office, Corporate Actions, Financial Services, FX Options, Banking
Education
Sienna College, Loudenville, New York 1985 — 1988
Bachelor of Science, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS